Sponsored

The Analysis of CARDIFF PARK ADVISORS, LLC's Holdings & P&L

Currently, CARDIFF PARK ADVISORS, LLC holds 372 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in N/A (+68.0K shares, valued at $40.6M), GLD (+28.5K shares, valued at $12.3M), N/A (+12.6K shares, valued at $7.3M); decreased their positions in DFAC (-129.5K shares, valued at $5.0M), DFUS (-43.8K shares, valued at $3.1M), NVDA (-14.0K shares, valued at $2.4M); initiated new positions in N/A (+68.0K shares, valued at $40.6M), GLD (+28.5K shares, valued at $12.3M), N/A (+12.6K shares, valued at $7.3M).

1M P&L

+26.0M+2.09%

3M P&L

-36.0M-2.75%

HY P&L

+46.0M+3.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A890.8M

75.9%

2Internet Content & Information120.1M

10.2%

3Consumer Electronics30.8M

2.6%

Top Industries by Stock Count

1N/A227 stocks

68.2%

2Software - Application7 stocks

2.1%

3Software - Infrastructure6 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS478.6K shares3.05%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST3.8M shares-3.26%2026-03-312026-05-15

META META PLATFORMS INC182.4K shares0.24%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS68.0K sharesnew addition2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST1.1M shares-4.01%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS525.1K shares18.56%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T49.7K shares-0.60%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST641.3K shares-5.77%2026-03-312026-05-15

Sponsored

AAPL APPLE INC108.5K shares-4.30%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR322.2K shares-0.67%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR195.2K shares10.31%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST317.2K shares3.75%2026-03-312026-05-15

VXUS VANGUARD STAR FDS228.4K shares15.84%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST245.1K shares-15.15%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST423.3K shares0.09%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST347.2K shares0.57%2026-03-312026-05-15

Sponsored

DFSV DIMENSIONAL ETF TRUST387.1K shares0.95%2026-03-312026-05-15

ALPHABET INC ALPHABET INC45.3K shares4.86%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR156.4K shares-0.74%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST236.7K shares-2.77%2026-03-312026-05-15

GLD SPDR GOLD TR28.5K sharesnew addition2026-03-312026-05-15

VNQ VANGUARD INDEX FDS129.5K shares25.54%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST321.5K shares1.75%2026-03-312026-05-15

OKLO OKLO INC223.3K shares0.00%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F204.0K shares24.16%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS211.8K shares-16.07%2026-03-312026-05-15

VBR VANGUARD INDEX FDS48.1K shares4.97%2026-03-312026-05-15

VUG VANGUARD INDEX FDS22.6K shares-10.58%2026-03-312026-05-15

ALPHABET INC ALPHABET INC32.2K shares-13.00%2026-03-312026-05-15

AMZN AMAZON COM INC43.2K shares-3.10%2026-03-312026-05-15

MSFT MICROSOFT CORP23.9K shares-5.93%2026-03-312026-05-15

NVDA NVIDIA CORPORATION50.3K shares-21.83%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS41.7K shares0.11%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST221.8K shares0.01%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST105.1K shares-15.78%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR12.6K sharesnew addition2026-03-312026-05-15

IVV ISHARES TR10.9K shares1.60%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.7K shares-19.69%2026-03-312026-05-15

EFA ISHARES TR72.3K shares0.00%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR267.9K shares0.14%2026-03-312026-05-15

Sponsored

VTIP VANGUARD MALVERN FDS121.4K shares5.78%2026-03-312026-05-15

XOM EXXON MOBIL CORP35.1K shares0.21%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR59.1K shares0.08%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR65.6K shares-6.16%2026-03-312026-05-15

AMAT APPLIED MATLS INC15.3K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F62.0K shares-2.62%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS63.3K shares-3.07%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS80.0K shares49.77%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS21.4K shares-34.54%2026-03-312026-05-15

TER TERADYNE INC15.1K shares0.00%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION20.3K shares-0.12%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F28.5K shares-9.66%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F41.2K shares-3.50%2026-03-312026-05-15

AVSC AMERICAN CENTY ETF TR63.7K shares106.71%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS52.9K shares80.13%2026-03-312026-05-15

Sponsored

SPTM SPDR SERIES TRUST47.3K shares18.85%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST88.8K shares-3.15%2026-03-312026-05-15

NFLX NETFLIX INC.35.5K shares1.55%2026-03-312026-05-15

SUB ISHARES TR31.9K shares12.42%2026-03-312026-05-15

VV VANGUARD INDEX FDS10.3K shares0.10%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR74.6K shares0.00%2026-03-312026-05-15

TRNS TRANSCAT INC39.0K shares0.00%2026-03-312026-05-15

TSLA TESLA INC7.7K shares3.41%2026-03-312026-05-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR32.4K shares3.19%2026-03-312026-05-15

IJS ISHARES TR23.6K shares-9.67%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR24.9K shares10.08%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON10.6K shares4.19%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F33.2K shares0.15%2026-03-312026-05-15

IXUS ISHARES TR28.7K shares8.17%2026-03-312026-05-15

ITOT ISHARES TR16.8K shares0.20%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST67.7K shares-5.18%2026-03-312026-05-15

Sponsored

AVRE AMERICAN CENTY ETF TR49.6K shares-3.07%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC10.4K shares27.86%2026-03-312026-05-15

VGT VANGUARD WORLD FD2.8K shares-14.62%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC11.6K shares0.20%2026-03-312026-05-15

IWF ISHARES TR4.5K shares0.70%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS12.8K shares-4.65%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS22.9K shares0.76%2026-03-312026-05-15

DFAW DIMENSIONAL ETF TRUST25.4K shares36.68%2026-03-312026-05-15

Sponsored

DFEV DIMENSIONAL ETF TRUST50.8K shares-0.49%2026-03-312026-05-15

VOE VANGUARD INDEX FDS9.6K shares0.46%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST37.9K shares0.26%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR27.8K shares0.10%2026-03-312026-05-15

VNQI VANGUARD INTL EQUITY INDEX F38.2K shares-15.17%2026-03-312026-05-15

KLIC KULICKE & SOFFA INDS INC25.0K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC11.0K shares-14.56%2026-03-312026-05-15

IWD ISHARES TR7.4K shares0.08%2026-03-312026-05-15

Sponsored

CEF SPROTT ASSET MANAGEMENT LP33.0K shares0.00%2026-03-312026-05-15

SCZ ISHARES TR19.6K shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC11.0K shares-29.36%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO4.8K shares-0.41%2026-03-312026-05-15

VTES VANGUARD WELLINGTON FD13.8K shares-2.03%2026-03-312026-05-15

STIP ISHARES TR13.2K shares0.00%2026-03-312026-05-15

SJNK SPDR SERIES TRUST53.7K shares0.66%2026-03-312026-05-15

IWM ISHARES TR5.3K shares-2.66%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC1.8K shares-0.05%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K shares0.13%2026-03-312026-05-15

WMT WALMART INC10.3K shares-0.36%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.1K sharesnew addition2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF32.6K shares62.04%2026-03-312026-05-15

EFG ISHARES TR11.2K shares0.00%2026-03-312026-05-15

EEM ISHARES TR22.0K shares-0.38%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F8.8K shares4.30%2026-03-312026-05-15

Sponsored

COST COSTCO WHOLESALE CORPORATION1.2K shares-16.23%2026-03-312026-05-15

IJJ ISHARES TR8.8K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP3.7K shares-0.30%2026-03-312026-05-15

VB VANGUARD INDEX FDS4.4K shares0.34%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares10.34%2026-03-312026-05-15

CSCO CISCO SYS INC14.7K shares-6.63%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS22.8K shares-12.61%2026-03-312026-05-15

VHT VANGUARD WORLD FD4.2K shares-14.03%2026-03-312026-05-15

Sponsored

URI UNITED RENTALS INC1.5K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO7.5K shares9.96%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC3.2K sharesnew addition2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS18.0K shares0.38%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR43.1K shares0.36%2026-03-312026-05-15

SPYM SPDR SERIES TRUST13.7K shares0.60%2026-03-312026-05-15

SHOP SHOPIFY INC8.6K shares0.00%2026-03-312026-05-15

SLV ISHARES SILVER TR14.5K shares3.92%2026-03-312026-05-15

Sponsored

USMV ISHARES TR10.5K shares-26.68%2026-03-312026-05-15

EMXC ISHARES INC12.3K shares0.00%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST27.0K shares-6.32%2026-03-312026-05-15

INTC INTEL CORP21.8K shares-2.72%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F16.4K shares0.88%2026-03-312026-05-15

AVSF AMERICAN CENTY ETF TR19.7K shares-23.86%2026-03-312026-05-15

IJR ISHARES TR7.2K shares0.11%2026-03-312026-05-15

SPIB SPDR SERIES TRUST26.4K shares0.00%2026-03-312026-05-15

Sponsored

MGV VANGUARD WORLD FD6.1K shares14.08%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC4.0K shares-0.42%2026-03-312026-05-15

LOW LOWES COS INC3.7K shares0.00%2026-03-312026-05-15

SNA SNAP ON INC2.4K shares0.64%2026-03-312026-05-15

DE DEERE & CO1.5K shares0.00%2026-03-312026-05-15

AVIV AMERICAN CENTY ETF TR11.1K shares0.12%2026-03-312026-05-15

V VISA INC2.7K shares-0.62%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.3K shares0.24%2026-03-312026-05-15

IJH ISHARES TR11.7K shares-0.72%2026-03-312026-05-15

IWN ISHARES TR4.1K shares0.07%2026-03-312026-05-15

PGR PROGRESSIVE CORP3.9K shares338.98%2026-03-312026-05-15

LLY ELI LILLY & CO835 shares1.71%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST15.9K shares0.22%2026-03-312026-05-15

CAMT CAMTEK LTD5.0K shares0.00%2026-03-312026-05-15

ILMN ILLUMINA INC6.1K shares258.26%2026-03-312026-05-15

Sponsored

GWW WW GRAINGER INC673 shares19.33%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.0K sharesnew addition2026-03-312026-05-15

AME AMETEK INC3.4K shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP4.9K shares-0.22%2026-03-312026-05-15

FLOT ISHARES TR13.9K shares9.51%2026-03-312026-05-15

RTX RTX CORPORATION3.6K shares-0.90%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST20.3K shares-2.71%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.1K shares0.29%2026-03-312026-05-15

Sponsored

DOV DOVER CORP3.1K shares0.26%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST19.6K shares0.05%2026-03-312026-05-15

PEP PEPSICO INC4.1K shares0.12%2026-03-312026-05-15

IVE ISHARES TR3.0K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.2K shares-0.40%2026-03-312026-05-15

GDX VANECK ETF TRUST6.6K shares0.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS13.3K shares0.00%2026-03-312026-05-15

Sponsored

KO COCA COLA CO7.9K shares-1.23%2026-03-312026-05-15

CMI CUMMINS INC1.1K shares0.00%2026-03-312026-05-15

PFF ISHARES TR19.2K shares0.66%2026-03-312026-05-15

AOS SMITH A O CORP8.8K shares184.17%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC1.4K shares8.75%2026-03-312026-05-15

MPC MARATHON PETE CORP2.3K shares0.00%2026-03-312026-05-15

VVR INVESCO SR INCOME TR175.0K shares0.00%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR11.8K shares951.69%2026-03-312026-05-15

Sponsored

GNMA ISHARES TR12.4K shares-63.22%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC4.5K shares-0.90%2026-03-312026-05-15

USHY ISHARES TR14.8K shares85.28%2026-03-312026-05-15

NEE NEXTERA ENERGY INC5.8K shares-0.94%2026-03-312026-05-15

INTU INTUIT1.2K shares0.82%2026-03-312026-05-15

HD HOME DEPOT INC1.6K shares-0.99%2026-03-312026-05-15

URA GLOBAL X FDS10.8K shares0.81%2026-03-312026-05-15

CUT INVESCO EXCH TRADED FD TR II18.2K sharesnew addition2026-03-312026-05-15

Sponsored

DFAR DIMENSIONAL ETF TRUST22.0K shares13.58%2026-03-312026-05-15

PL PLANET LABS PBC18.6K shares0.00%2026-03-312026-05-15

AVDS AMERICAN CENTY ETF TR7.1K shares1.19%2026-03-312026-05-15

BIL SPDR SERIES TRUST5.6K shares0.56%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS6.4K shares0.42%2026-03-312026-05-15

HEFA ISHARES TR11.6K shares0.00%2026-03-312026-05-15

SMH VANECK ETF TRUST1.3K shares22.30%2026-03-312026-05-15

WFC WELLS FARGO & CO6.2K shares0.24%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC2.1K shares0.00%2026-03-312026-05-15

TIP ISHARES TR4.3K shares0.00%2026-03-312026-05-15

LGLV SPDR SERIES TRUST2.7K shares-1.95%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40759 shares0.26%2026-03-312026-05-15

PDD PDD HOLDINGS INC4.6K shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES4.5K shares-0.70%2026-03-312026-05-15

IAK ISHARES TR3.5K shares0.00%2026-03-312026-05-15

ARCC ARES CAPITAL CORP24.7K shares-34.62%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC3.9K sharesnew addition2026-03-312026-05-15

IWC ISHARES TR2.8K shares0.00%2026-03-312026-05-15

VOT VANGUARD INDEX FDS1.7K shares-41.28%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC2.1K shares0.00%2026-03-312026-05-15

MINT PIMCO ETF TR4.3K shares17.40%2026-03-312026-05-15

PWB INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2026-03-312026-05-15

VBK VANGUARD INDEX FDS1.4K shares0.07%2026-03-312026-05-15

IWO ISHARES TR1.3K shares0.00%2026-03-312026-05-15

Sponsored

AON PLC AON PLC1.3K shares0.00%2026-03-312026-05-15

EFAV ISHARES TR4.4K shares0.00%2026-03-312026-05-15

BWX SPDR SERIES TRUST18.4K shares0.00%2026-03-312026-05-15

DVY ISHARES TR2.7K shares0.00%2026-03-312026-05-15

MSTR STRATEGY INC3.2K shares54.25%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS4.3K shares-58.20%2026-03-312026-05-15

UNP UNION PAC CORP1.6K shares-3.15%2026-03-312026-05-15

T AT&T INC13.6K shares0.46%2026-03-312026-05-15

Sponsored

EFV ISHARES TR5.3K shares0.00%2026-03-312026-05-15

LNG CHENIERE ENERGY INC1.3K shares0.00%2026-03-312026-05-15

CWB SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-05-15

CSL CARLISLE COS INC1.1K shares0.28%2026-03-312026-05-15

GSK PLC GSK PLC6.5K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP4.0K shares-0.42%2026-03-312026-05-15

NET CLOUDFLARE INC1.7K shares-18.04%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-05-15

Sponsored

DJP BARCLAYS BANK PLC7.1K shares0.00%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN5.7K shares-10.46%2026-03-312026-05-15

SARK INVESTMENT MANAGERS SER TR I10.0K sharesnew addition2026-03-312026-05-15

AVEE AMERICAN CENTY ETF TR5.2K shares0.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L8.6K shares0.00%2026-03-312026-05-15

MMM 3M CO2.2K shares0.00%2026-03-312026-05-15

EMR EMERSON ELEC CO2.5K shares0.00%2026-03-312026-05-15

Sponsored

OXY OCCIDENTAL PETE CORP4.9K shares-47.54%2026-03-312026-05-15

YUM YUM BRANDS INC2.0K shares0.00%2026-03-312026-05-15

TLT ISHARES TR3.6K shares0.70%2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR5.8K sharesnew addition2026-03-312026-05-15

DFSI DIMENSIONAL ETF TRUST7.2K shares1.78%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.3K sharesnew addition2026-03-312026-05-15

PALL ABRDN PALLADIUM ETF TRUST2.2K sharesnew addition2026-03-312026-05-15

IYH ISHARES TR4.8K shares47.61%2026-03-312026-05-15

Sponsored

SCHZ SCHWAB STRATEGIC TR12.7K shares0.70%2026-03-312026-05-15

AFL AFLAC INC2.7K shares0.07%2026-03-312026-05-15

EBND SPDR SERIES TRUST14.2K shares49.89%2026-03-312026-05-15

AB ACTIVE ETFS INC AB ACTIVE ETFS INC11.6K shares0.79%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD2.3K shares0.00%2026-03-312026-05-15

HYG ISHARES TR3.5K shares0.97%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR6.1K shares0.00%2026-03-312026-05-15

ESGV VANGUARD WORLD FD2.5K shares-1.93%2026-03-312026-05-15

Sponsored

IRM IRON MTN INC DEL2.7K sharesnew addition2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.2K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP5.6K shares0.30%2026-03-312026-05-15

TWLO TWILIO INC2.2K shares0.00%2026-03-312026-05-15

SLB SLB LIMITED5.3K shares0.65%2026-03-312026-05-15

MUB ISHARES TR2.6K shares0.35%2026-03-312026-05-15

TJX TJX COS INC NEW1.7K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP433 shares-3.56%2026-03-312026-05-15

Sponsored

OKE ONEOK INC NEW2.9K shares0.70%2026-03-312026-05-15

DHS WISDOMTREE TR2.4K shares0.30%2026-03-312026-05-15

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-05-15

SHY ISHARES TR3.0K shares0.00%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD3.3K shares0.55%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC687 sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC3.7K shares-2.16%2026-03-312026-05-15

XYZ BLOCK INC4.0K shares0.00%2026-03-312026-05-15

Sponsored

LINDE PLC LINDE PLC479 sharesnew addition2026-03-312026-05-15

USRT ISHARES TR4.0K shares0.33%2026-03-312026-05-15

IGSB ISHARES TR4.5K shares0.31%2026-03-312026-05-15

NXTC NEXTCURE INC21.8K shares0.00%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL6.8K sharesnew addition2026-03-312026-05-15

AMGN AMGEN INC646 shares-15.67%2026-03-312026-05-15

DHR DANAHER CORP DEL1.2K shares-7.27%2026-03-312026-05-15

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF20.0K shares83.62%2026-03-312026-05-15

Sponsored

FANG DIAMONDBACK ENERGY INC1.1K sharesnew addition2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO2.3K shares0.31%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP2.3K shares0.13%2026-03-312026-05-15

VSDM VANGUARD MUN BD FDS2.9K shares0.00%2026-03-312026-05-15

MCK MCKESSON CORP251 shares0.00%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II898 shares0.00%2026-03-312026-05-15

KRE SPDR SERIES TRUST3.3K shares0.56%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP618 shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-15

NTSX WISDOMTREE TR4.0K shares0.00%2026-03-312026-05-15

ICF ISHARES TR3.4K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC1.1K shares-84.88%2026-03-312026-05-15

EFR EATON VANCE SR FLTNG RTE TR19.9K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS722 shares0.28%2026-03-312026-05-15

GM GENERAL MTRS CO2.8K shares0.22%2026-03-312026-05-15

Sponsored

VDC VANGUARD WORLD FD910 shares-30.53%2026-03-312026-05-15

ADBE ADOBE INC837 shares-1.76%2026-03-312026-05-15

IVW ISHARES TR1.8K shares0.00%2026-03-312026-05-15

SOXX ISHARES TR600 shares0.00%2026-03-312026-05-15

LQD ISHARES TR1.8K shares-0.94%2026-03-312026-05-15

AVIG AMERICAN CENTY ETF TR4.6K shares0.00%2026-03-312026-05-15

IRT INDEPENDENCE RLTY TR INC12.6K shares0.00%2026-03-312026-05-15

CMF ISHARES TR3.1K shares0.49%2026-03-312026-05-15

Sponsored

ETHA ISHARES ETHEREUM TR10.7K shares7.07%2026-03-312026-05-15

AGG ISHARES TR1.7K shares0.59%2026-03-312026-05-15

DOL WISDOMTREE TR2.4K shares0.33%2026-03-312026-05-15

AVES AMERICAN CENTY ETF TR2.7K shares0.11%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR5.2K shares-71.59%2026-03-312026-05-15

IEUR ISHARES TR2.2K shares-7.83%2026-03-312026-05-15

HLN HALEON PLC14.9K shares0.00%2026-03-312026-05-15

VSGX VANGUARD WORLD FD2.0K shares-1.79%2026-03-312026-05-15

Sponsored

IEMG ISHARES INC2.0K shares0.00%2026-03-312026-05-15

DGRO ISHARES TR2.0K shares0.50%2026-03-312026-05-15

SCHK SCHWAB STRATEGIC TR4.4K shares0.00%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS2.9K shares-1.79%2026-03-312026-05-15

IAT ISHARES TR2.5K shares0.49%2026-03-312026-05-15

VDE VANGUARD WORLD FD743 shares0.00%2026-03-312026-05-15

IYY ISHARES TR800 shares0.00%2026-03-312026-05-15

GBDC GOLUB CAP BDC INC10.0K shares0.00%2026-03-312026-05-15

Sponsored

NTSI WISDOMTREE TR2.9K shares0.00%2026-03-312026-05-15

IJK ISHARES TR1.2K shares0.00%2026-03-312026-05-15

DXIV DIMENSIONAL ETF TRUST1.8K shares0.17%2026-03-312026-05-15

VAW VANGUARD WORLD FD511 shares0.00%2026-03-312026-05-15

HYS PIMCO ETF TR1.2K shares0.00%2026-03-312026-05-15

DFSB DIMENSIONAL ETF TRUST2.1K shares0.00%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR3.2K shares0.00%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR4.0K shares0.30%2026-03-312026-05-15

Sponsored

IWS ISHARES TR679 shares0.30%2026-03-312026-05-15

IPAC ISHARES TR1.3K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR2.0K sharesnew addition2026-03-312026-05-15

DFSE DIMENSIONAL ETF TRUST2.3K shares0.13%2026-03-312026-05-15

MCHI ISHARES TR1.7K shares0.00%2026-03-312026-05-15

VPU VANGUARD WORLD FD457 shares-70.84%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR651 shares0.15%2026-03-312026-05-15

IEI ISHARES TR712 shares0.00%2026-03-312026-05-15

Sponsored

RZV INVESCO EXCHANGE TRADED FD T650 sharesnew addition2026-03-312026-05-15

EWX SPDR INDEX SHS FDS1.2K shares0.00%2026-03-312026-05-15

PKW INVESCO EXCHANGE TRADED FD T600 sharesnew addition2026-03-312026-05-15

IJT ISHARES TR540 shares0.00%2026-03-312026-05-15

NTSE WISDOMTREE TR1.9K shares0.00%2026-03-312026-05-15

RWO SPDR INDEX SHS FDS1.6K shares0.00%2026-03-312026-05-15

ARES ARES MANAGEMENT CORPORATION652 sharesnew addition2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR480 shares0.00%2026-03-312026-05-15

Sponsored

DFSU DIMENSIONAL ETF TRUST1.6K shares0.25%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-05-15

VFH VANGUARD WORLD FD463 shares0.22%2026-03-312026-05-15

VIS VANGUARD WORLD FD166 shares0.00%2026-03-312026-05-15

SLYV SPDR SERIES TRUST540 shares0.00%2026-03-312026-05-15

MGK VANGUARD WORLD FD126 sharesnew addition2026-03-312026-05-15

SDY SPDR SERIES TRUST283 shares-26.11%2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS625 shares0.00%2026-03-312026-05-15

Sponsored

SCHQ SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-15

DEXC DIMENSIONAL ETF TRUST500 sharesnew addition2026-03-312026-05-15

HYMB SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-05-15

IGIB ISHARES TR570 shares0.00%2026-03-312026-05-15

PEY INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-03-312026-05-15

XAR SPDR SERIES TRUST100 shares0.00%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR800 shares0.00%2026-03-312026-05-15

IEF ISHARES TR242 shares-85.95%2026-03-312026-05-15

Sponsored

IWV ISHARES TR55 shares0.00%2026-03-312026-05-15

SPYV SPDR SERIES TRUST328 shares0.00%2026-03-312026-05-15

SPIP SPDR SERIES TRUST700 shares0.00%2026-03-312026-05-15

INDA ISHARES TR370 shares0.00%2026-03-312026-05-15

IGV ISHARES TR200 sharesnew addition2026-03-312026-05-15

GNR SPDR INDEX SHS FDS200 shares0.00%2026-03-312026-05-15

SHV ISHARES TR134 shares0.00%2026-03-312026-05-15

VIOV VANGUARD ADMIRAL FDS INC141 shares0.00%2026-03-312026-05-15

Sponsored

COPX GLOBAL X FDS188 sharesnew addition2026-03-312026-05-15

PHO INVESCO EXCHANGE TRADED FD T200 shares0.00%2026-03-312026-05-15

FXI ISHARES TR349 shares0.00%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F198 shares-71.47%2026-03-312026-05-15

INVZ INNOVIZ TECHNOLOGIES LTD15.0K shares0.00%2026-03-312026-05-15

BWZ SPDR SERIES TRUST325 shares0.00%2026-03-312026-05-15

IGM ISHARES TR67 shares0.00%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS71 shares0.00%2026-03-312026-05-15

Sponsored

BBH VANECK ETF TRUST35 shares0.00%2026-03-312026-05-15

IBB ISHARES TR37 shares0.00%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR216 shares0.00%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR55 sharesnew addition2026-03-312026-05-15

MBB ISHARES TR41 shares0.00%2026-03-312026-05-15

OXY.WS OCCIDENTAL PETE CORP83 shares-96.77%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST78 shares0.00%2026-03-312026-05-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F34 sharesnew addition2026-03-312026-05-15

Sponsored

EWJ ISHARES INC30 sharesnew addition2026-03-312026-05-15

SOXQ INVESCO EXCH TRADED FD TR II33 sharesnew addition2026-03-312026-05-15

GWX SPDR INDEX SHS FDS39 shares0.00%2026-03-312026-05-15

GOVT ISHARES TR55 shares0.00%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

3.05%

Shares478.6K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-3.26%

Shares3.8M

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

0.24%

Shares182.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares68.0K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

-4.01%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

18.56%

Shares525.1K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.60%

Shares49.7K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

-5.77%

Shares641.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-4.30%

Shares108.5K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

-0.67%

Shares322.2K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

10.31%

Shares195.2K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

3.75%

Shares317.2K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

15.84%

Shares228.4K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

-15.15%

Shares245.1K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

0.09%

Shares423.3K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

0.57%

Shares347.2K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

0.95%

Shares387.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

4.86%

Shares45.3K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

-0.74%

Shares156.4K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-2.77%

Shares236.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

New

Shares28.5K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

25.54%

Shares129.5K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

1.75%

Shares321.5K

Event2026-03-31

Filed2026-05-15

OKLO

OKLO INC

0.00%

Shares223.3K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

24.16%

Shares204.0K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-16.07%

Shares211.8K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

4.97%

Shares48.1K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-10.58%

Shares22.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-13.00%

Shares32.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-3.10%

Shares43.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-5.93%

Shares23.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-21.83%

Shares50.3K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.11%

Shares41.7K

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

0.01%

Shares221.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

-15.78%

Shares105.1K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

New

Shares12.6K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

1.60%

Shares10.9K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-19.69%

Shares14.7K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares72.3K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.14%

Shares267.9K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

5.78%

Shares121.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.21%

Shares35.1K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

0.08%

Shares59.1K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

-6.16%

Shares65.6K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

-2.62%

Shares62.0K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

-3.07%

Shares63.3K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

49.77%

Shares80.0K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-34.54%

Shares21.4K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-0.12%

Shares20.3K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

-9.66%

Shares28.5K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

-3.50%

Shares41.2K

Event2026-03-31

Filed2026-05-15

AVSC

AMERICAN CENTY ETF TR

106.71%

Shares63.7K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

80.13%

Shares52.9K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

18.85%

Shares47.3K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

-3.15%

Shares88.8K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

1.55%

Shares35.5K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

12.42%

Shares31.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.10%

Shares10.3K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares74.6K

Event2026-03-31

Filed2026-05-15

TRNS

TRANSCAT INC

0.00%

Shares39.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

3.41%

Shares7.7K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

3.19%

Shares32.4K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-9.67%

Shares23.6K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

10.08%

Shares24.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

4.19%

Shares10.6K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares33.2K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

8.17%

Shares28.7K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

0.20%

Shares16.8K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

-5.18%

Shares67.7K

Event2026-03-31

Filed2026-05-15

AVRE

AMERICAN CENTY ETF TR

-3.07%

Shares49.6K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

27.86%

Shares10.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-14.62%

Shares2.8K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.20%

Shares11.6K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.70%

Shares4.5K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-4.65%

Shares12.8K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

0.76%

Shares22.9K

Event2026-03-31

Filed2026-05-15

DFAW

DIMENSIONAL ETF TRUST

36.68%

Shares25.4K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

-0.49%

Shares50.8K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

0.46%

Shares9.6K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

0.26%

Shares37.9K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.10%

Shares27.8K

Event2026-03-31

Filed2026-05-15

VNQI

VANGUARD INTL EQUITY INDEX F

-15.17%

Shares38.2K

Event2026-03-31

Filed2026-05-15

KLIC

KULICKE & SOFFA INDS INC

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-14.56%

Shares11.0K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

0.08%

Shares7.4K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

0.00%

Shares19.6K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-29.36%

Shares11.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.41%

Shares4.8K

Event2026-03-31

Filed2026-05-15

VTES

VANGUARD WELLINGTON FD

-2.03%

Shares13.8K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-15

SJNK

SPDR SERIES TRUST

0.66%

Shares53.7K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-2.66%

Shares5.3K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.05%

Shares1.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.13%

Shares6.7K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.36%

Shares10.3K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

62.04%

Shares32.6K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

-0.38%

Shares22.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

4.30%

Shares8.8K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-16.23%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-0.30%

Shares3.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.34%

Shares4.4K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

10.34%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-6.63%

Shares14.7K

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

-12.61%

Shares22.8K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-14.03%

Shares4.2K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

9.96%

Shares7.5K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

0.38%

Shares18.0K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

0.36%

Shares43.1K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

0.60%

Shares13.7K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

3.92%

Shares14.5K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-26.68%

Shares10.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

-6.32%

Shares27.0K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-2.72%

Shares21.8K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

0.88%

Shares16.4K

Event2026-03-31

Filed2026-05-15

AVSF

AMERICAN CENTY ETF TR

-23.86%

Shares19.7K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.11%

Shares7.2K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

0.00%

Shares26.4K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

14.08%

Shares6.1K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-0.42%

Shares4.0K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

0.64%

Shares2.4K

Event2026-03-31

Filed2026-05-15

DEERE & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

AVIV

AMERICAN CENTY ETF TR

0.12%

Shares11.1K

Event2026-03-31

Filed2026-05-15

VISA INC

-0.62%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

0.24%

Shares3.3K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.72%

Shares11.7K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

0.07%

Shares4.1K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

338.98%

Shares3.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

1.71%

Shares835

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

0.22%

Shares15.9K

Event2026-03-31

Filed2026-05-15

CAMT

CAMTEK LTD

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

258.26%

Shares6.1K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

19.33%

Shares673

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-0.22%

Shares4.9K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

9.51%

Shares13.9K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-0.90%

Shares3.6K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

-2.71%

Shares20.3K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

0.29%

Shares2.1K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

0.26%

Shares3.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

DIHP

DIMENSIONAL ETF TRUST

0.05%

Shares19.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

0.12%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-0.40%

Shares2.2K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-1.23%

Shares7.9K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

0.66%

Shares19.2K

Event2026-03-31

Filed2026-05-15

AOS

SMITH A O CORP

184.17%

Shares8.8K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

8.75%

Shares1.4K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

VVR

INVESCO SR INCOME TR

0.00%

Shares175.0K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB STRATEGIC TR

951.69%

Shares11.8K

Event2026-03-31

Filed2026-05-15

GNMA

ISHARES TR

-63.22%

Shares12.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-0.90%

Shares4.5K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

85.28%

Shares14.8K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-0.94%

Shares5.8K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

0.82%

Shares1.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.99%

Shares1.6K

Event2026-03-31

Filed2026-05-15

URA

GLOBAL X FDS

0.81%

Shares10.8K

Event2026-03-31

Filed2026-05-15

CUT

INVESCO EXCH TRADED FD TR II

New

Shares18.2K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

13.58%

Shares22.0K

Event2026-03-31

Filed2026-05-15

PLANET LABS PBC

0.00%

Shares18.6K

Event2026-03-31

Filed2026-05-15

AVDS

AMERICAN CENTY ETF TR

1.19%

Shares7.1K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

0.56%

Shares5.6K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

0.42%

Shares6.4K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

22.30%

Shares1.3K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.24%

Shares6.2K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

LGLV

SPDR SERIES TRUST

-1.95%

Shares2.7K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

0.26%

Shares759

Event2026-03-31

Filed2026-05-15

PDD

PDD HOLDINGS INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-0.70%

Shares4.5K

Event2026-03-31

Filed2026-05-15

IAK

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ARCC

ARES CAPITAL CORP

-34.62%

Shares24.7K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

IWC

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

-41.28%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

17.40%

Shares4.3K

Event2026-03-31

Filed2026-05-15

PWB

INVESCO EXCHANGE TRADED FD T

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AON PLC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

BWX

SPDR SERIES TRUST

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

MSTR

STRATEGY INC

54.25%

Shares3.2K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

-58.20%

Shares4.3K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-3.15%

Shares1.6K

Event2026-03-31

Filed2026-05-15

AT&T INC

0.46%

Shares13.6K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

CSL

CARLISLE COS INC

0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-15

GSK PLC

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-0.42%

Shares4.0K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

-18.04%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

DJP

BARCLAYS BANK PLC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

-10.46%

Shares5.7K

Event2026-03-31

Filed2026-05-15

SARK

INVESTMENT MANAGERS SER TR I

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

AVEE

AMERICAN CENTY ETF TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

-47.54%

Shares4.9K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

0.70%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-15

DFSI

DIMENSIONAL ETF TRUST

1.78%

Shares7.2K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

PALL

ABRDN PALLADIUM ETF TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

IYH

ISHARES TR

47.61%

Shares4.8K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

0.70%

Shares12.7K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-15

EBND

SPDR SERIES TRUST

49.89%

Shares14.2K

Event2026-03-31

Filed2026-05-15

AB ACTIVE ETFS INC

0.79%

Shares11.6K

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

0.97%

Shares3.5K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

-1.93%

Shares2.5K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

0.30%

Shares5.6K

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

0.65%

Shares5.3K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

0.35%

Shares2.6K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-3.56%

Shares433

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

0.70%

Shares2.9K

Event2026-03-31

Filed2026-05-15

DHS

WISDOMTREE TR

0.30%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

0.55%

Shares3.3K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

New

Shares687

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-2.16%

Shares3.7K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

LINDE PLC

New

Shares479

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

0.33%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

0.31%

Shares4.5K

Event2026-03-31

Filed2026-05-15

NXTC

NEXTCURE INC

0.00%

Shares21.8K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

New

Shares6.8K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-15.67%

Shares646

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-7.27%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BITWISE SOLANA STAKING ETF

83.62%

Shares20.0K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

0.31%

Shares2.3K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-15

VSDM

VANGUARD MUN BD FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

0.00%

Shares251

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares898

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

0.56%

Shares3.3K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

0.00%

Shares618

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

NTSX

WISDOMTREE TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-84.88%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EFR

EATON VANCE SR FLTNG RTE TR

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.28%

Shares722

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

0.22%

Shares2.8K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-30.53%

Shares910

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-1.76%

Shares837

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

0.00%

Shares600

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

-0.94%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

0.49%

Shares3.1K

Event2026-03-31

Filed2026-05-15

ETHA

ISHARES ETHEREUM TR

7.07%

Shares10.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

0.59%

Shares1.7K

Event2026-03-31

Filed2026-05-15

DOL

WISDOMTREE TR

0.33%

Shares2.4K

Event2026-03-31

Filed2026-05-15

AVES

AMERICAN CENTY ETF TR

0.11%

Shares2.7K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-71.59%

Shares5.2K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

-7.83%

Shares2.2K

Event2026-03-31

Filed2026-05-15

HLN

HALEON PLC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

-1.79%

Shares2.0K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.50%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

-1.79%

Shares2.9K

Event2026-03-31

Filed2026-05-15

IAT

ISHARES TR

0.49%

Shares2.5K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

0.00%

Shares743

Event2026-03-31

Filed2026-05-15

IYY

ISHARES TR

0.00%

Shares800

Event2026-03-31

Filed2026-05-15

GBDC

GOLUB CAP BDC INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

NTSI

WISDOMTREE TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

DXIV

DIMENSIONAL ETF TRUST

0.17%

Shares1.8K

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD WORLD FD

0.00%

Shares511

Event2026-03-31

Filed2026-05-15

HYS

PIMCO ETF TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

0.30%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES TR

0.30%

Shares679

Event2026-03-31

Filed2026-05-15

IPAC

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

DFSE

DIMENSIONAL ETF TRUST

0.13%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MCHI

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

-70.84%

Shares457

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.15%

Shares651

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

0.00%

Shares712

Event2026-03-31

Filed2026-05-15

RZV

INVESCO EXCHANGE TRADED FD T

New

Shares650

Event2026-03-31

Filed2026-05-15

EWX

SPDR INDEX SHS FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

PKW

INVESCO EXCHANGE TRADED FD T

New

Shares600

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

0.00%

Shares540

Event2026-03-31

Filed2026-05-15

NTSE

WISDOMTREE TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

RWO

SPDR INDEX SHS FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ARES

ARES MANAGEMENT CORPORATION

New

Shares652

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

0.00%

Shares480

Event2026-03-31

Filed2026-05-15

DFSU

DIMENSIONAL ETF TRUST

0.25%

Shares1.6K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

0.22%

Shares463

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

0.00%

Shares166

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

0.00%

Shares540

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

New

Shares126

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-26.11%

Shares283

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares625

Event2026-03-31

Filed2026-05-15

SCHQ

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

DEXC

DIMENSIONAL ETF TRUST

New

Shares500

Event2026-03-31

Filed2026-05-15

HYMB

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

0.00%

Shares570

Event2026-03-31

Filed2026-05-15

PEY

INVESCO EXCHANGE TRADED FD T

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

XAR

SPDR SERIES TRUST

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares800

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-85.95%

Shares242

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

0.00%

Shares55

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.00%

Shares328

Event2026-03-31

Filed2026-05-15

SPIP

SPDR SERIES TRUST

0.00%

Shares700

Event2026-03-31

Filed2026-05-15

INDA

ISHARES TR

0.00%

Shares370

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-15

GNR

SPDR INDEX SHS FDS

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

0.00%

Shares134

Event2026-03-31

Filed2026-05-15

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares141

Event2026-03-31

Filed2026-05-15

COPX

GLOBAL X FDS

New

Shares188

Event2026-03-31

Filed2026-05-15

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

FXI

ISHARES TR

0.00%

Shares349

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-71.47%

Shares198

Event2026-03-31

Filed2026-05-15

INVZ

INNOVIZ TECHNOLOGIES LTD

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

BWZ

SPDR SERIES TRUST

0.00%

Shares325

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

0.00%

Shares67

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares71

Event2026-03-31

Filed2026-05-15

BBH

VANECK ETF TRUST

0.00%

Shares35

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

0.00%

Shares37

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares216

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

New

Shares55

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

0.00%

Shares41

Event2026-03-31

Filed2026-05-15

OXY.WS

OCCIDENTAL PETE CORP

-96.77%

Shares83

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares78

Event2026-03-31

Filed2026-05-15

J P MORGAN EXCHANGE TRADED F

New

Shares34

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

New

Shares30

Event2026-03-31

Filed2026-05-15

SOXQ

INVESCO EXCH TRADED FD TR II

New

Shares33

Event2026-03-31

Filed2026-05-15

GWX

SPDR INDEX SHS FDS

0.00%

Shares39

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

0.00%

Shares55

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

ARES Put PutARES MANAGEMENT CORPORATION1.5K sharesnew addition2026-03-312026-05-15

ARES Put

ARES MANAGEMENT CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-05-15