Sponsored

The Analysis of Carlton Hofferkamp & Jenks Wealth Management, LLC's Holdings & P&L

Currently, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 142 types of securities in its portfolio with a total value $299.5M. In the most recent quarter, they have increased their positions in VUG (+93.7K shares, valued at $7.8M), IVV (+1.0K shares, valued at $747.3K), N/A (+863 shares, valued at $567.4K); decreased their positions in XOM (-44.2K shares, valued at $6.5M), STEL (-73.1K shares, valued at $2.7M), AAPL (-5.7K shares, valued at $1.5M); initiated new positions in IVV (+1.0K shares, valued at $747.3K), EBAY (+4.3K shares, valued at $430.8K), DFEV (+6.8K shares, valued at $267.4K).

1M P&L

+10.2M+3.49%

3M P&L

-247.8M-44.94%

HY P&L

-253.1M-45.47%

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/A150.4M

61.3%

2Oil & Gas Integrated11.1M

4.5%

3Discount Stores10.0M

4.1%

Top Industries by Stock Count

1N/A65 stocks

49.2%

2Drug Manufacturers - General6 stocks

4.5%

3Aerospace & Defense3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T120.9K shares-4.79%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR847.4K shares-1.07%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T28.4K shares-2.20%2026-03-312026-04-28

VTI VANGUARD INDEX FDS38.6K shares0.14%2026-03-312026-04-28

VV VANGUARD INDEX FDS31.5K shares0.70%2026-03-312026-04-28

VUG VANGUARD INDEX FDS111.3K shares533.95%2026-03-312026-04-28

AAPL APPLE INC34.4K shares-14.18%2026-03-312026-04-28

XOM EXXON MOBIL CORP58.0K shares-43.22%2026-03-312026-04-28

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS13.0K shares7.11%2026-03-312026-04-28

ALPHABET INC ALPHABET INC20.3K shares-10.11%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR9.7K shares-0.76%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION6.3K shares-10.09%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 408.2K shares1.18%2026-03-312026-04-28

VXUS VANGUARD STAR FDS62.7K shares9.94%2026-03-312026-04-28

AMZN AMAZON COM INC19.2K shares0.88%2026-03-312026-04-28

TJX TJX COS INC NEW30.3K shares-9.52%2026-03-312026-04-28

Sponsored

IJR ISHARES TR32.6K shares-1.02%2026-03-312026-04-28

SCHO SCHWAB STRATEGIC TR174.1K shares-4.94%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR24.3K shares-0.72%2026-03-312026-04-28

ALPHABET INC ALPHABET INC11.0K shares-3.35%2026-03-312026-04-28

SHY ISHARES TR46.1K shares-10.28%2026-03-312026-04-28

KO COCA COLA CO46.7K shares-1.95%2026-03-312026-04-28

VTV VANGUARD INDEX FDS17.3K shares10.03%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO11.2K shares-10.61%2026-03-312026-04-28

Sponsored

WMT WALMART INC26.9K shares-0.99%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON13.1K shares-11.81%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS12.0K shares-0.02%2026-03-312026-04-28

SHV ISHARES TR24.3K shares-23.14%2026-03-312026-04-28

CVX CHEVRON CORPORATION13.4K shares-17.01%2026-03-312026-04-28

MSFT MICROSOFT CORP5.4K shares5.34%2026-03-312026-04-28

HD HOME DEPOT INC6.1K shares-0.86%2026-03-312026-04-28

BAC BANK AMERICA CORP36.6K shares-3.59%2026-03-312026-04-28

Sponsored

STEL STELLAR BANCORP INC48.4K shares-60.16%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST42.8K shares0.00%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC37.7K shares-2.61%2026-03-312026-04-28

CAT CATERPILLAR INC2.1K shares-2.77%2026-03-312026-04-28

BIL SPDR SERIES TRUST19.3K shares-38.86%2026-03-312026-04-28

ABBV ABBVIE INC8.9K shares-9.28%2026-03-312026-04-28

IUSV ISHARES TR15.6K shares-3.83%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP3.2K shares-0.35%2026-03-312026-04-28

Sponsored

FDX FEDEX CORP4.2K shares-1.61%2026-03-312026-04-28

IJS ISHARES TR12.4K shares1.26%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR58.8K shares0.75%2026-03-312026-04-28

CSCO CISCO SYS INC17.2K shares-1.01%2026-03-312026-04-28

AMGN AMGEN INC4.4K shares0.00%2026-03-312026-04-28

NVDA NVIDIA CORPORATION6.7K shares-0.06%2026-03-312026-04-28

BSVO EA SERIES TRUST52.6K shares0.00%2026-03-312026-04-28

PEP PEPSICO INC9.3K shares-9.97%2026-03-312026-04-28

Sponsored

IUSG ISHARES TR7.9K shares-8.03%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR8.7K shares-2.79%2026-03-312026-04-28

UNP UNION PAC CORP5.2K shares-1.71%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR26.3K shares-0.94%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC11.6K shares-0.14%2026-03-312026-04-28

IWS ISHARES TR8.1K shares3.11%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.00%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR39.2K shares-0.04%2026-03-312026-04-28

Sponsored

IWM ISHARES TR4.4K shares-6.79%2026-03-312026-04-28

IXUS ISHARES TR13.1K shares1.38%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR20.6K shares-17.84%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS16.7K shares13.57%2026-03-312026-04-28

HON HONEYWELL INTL INC5.3K shares-0.91%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS6.7K shares-0.13%2026-03-312026-04-28

V VISA INC3.3K shares-0.74%2026-03-312026-04-28

PAYX PAYCHEX INC11.3K shares-0.44%2026-03-312026-04-28

Sponsored

UPS UNITED PARCEL SVCS INC9.3K shares-11.29%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS4.3K shares-1.65%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL31.6K shares-5.83%2026-03-312026-04-28

DIS DISNEY WALT CO9.0K shares-2.73%2026-03-312026-04-28

T AT&T INC35.2K shares-1.16%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR27.4K shares-0.16%2026-03-312026-04-28

BA BOEING CO3.6K shares-2.30%2026-03-312026-04-28

PG PROCTER & GAMBLE CO5.4K shares-1.27%2026-03-312026-04-28

Sponsored

PRU PRUDENTIAL FINL INC8.4K shares-3.84%2026-03-312026-04-28

TOTL SSGA ACTIVE ETF TR19.4K shares0.93%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST20.9K shares10.59%2026-03-312026-04-28

IVV ISHARES TR1.0K sharesnew addition2026-03-312026-04-28

DFIV DIMENSIONAL ETF TRUST13.1K shares0.00%2026-03-312026-04-28

USFR WISDOMTREE TR13.9K shares-3.37%2026-03-312026-04-28

CGGR CAPITAL GROUP GROWTH ETF14.9K shares0.02%2026-03-312026-04-28

CGDV CAPITAL GROUP DIVIDEND VALUE14.2K shares-4.58%2026-03-312026-04-28

Sponsored

SBUX STARBUCKS CORP6.6K shares-0.45%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS10.8K shares195.57%2026-03-312026-04-28

MCD MCDONALDS CORP2.1K shares-2.50%2026-03-312026-04-28

MINT PIMCO ETF TR6.1K shares0.00%2026-03-312026-04-28

GLD SPDR GOLD TR1.4K shares-31.49%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC4.3K shares-2.82%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST10.7K shares0.00%2026-03-312026-04-28

GILD GILEAD SCIENCES INC4.2K shares-20.62%2026-03-312026-04-28

Sponsored

KMB KIMBERLY-CLARK CORP5.4K shares3.09%2026-03-312026-04-28

MMM 3M CO3.3K shares-6.58%2026-03-312026-04-28

EMR EMERSON ELEC CO3.2K shares-0.06%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS7.4K shares-45.25%2026-03-312026-04-28

EBAY EBAY INC.4.3K sharesnew addition2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS5.4K shares-12.96%2026-03-312026-04-28

IRT INDEPENDENCE RLTY TR INC26.2K shares0.00%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F7.2K shares-18.31%2026-03-312026-04-28

Sponsored

META META PLATFORMS INC585 shares0.00%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS5.2K shares14.64%2026-03-312026-04-28

PFE PFIZER INC14.2K shares-6.22%2026-03-312026-04-28

INFL LISTED FDS TR7.1K shares-11.75%2026-03-312026-04-28

IWF ISHARES TR783 shares-2.73%2026-03-312026-04-28

NKE NIKE INC8.1K shares-0.66%2026-03-312026-04-28

COP CONOCOPHILLIPS3.0K shares0.03%2026-03-312026-04-28

VO VANGUARD INDEX FDS4.7K shares300.00%2026-03-312026-04-28

Sponsored

BROADCOM INC BROADCOM INC845 shares0.72%2026-03-312026-04-28

KHC KRAFT HEINZ CO16.0K shares-18.54%2026-03-312026-04-28

SLB SLB LIMITED6.4K shares0.00%2026-03-312026-04-28

VB VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-28

LLY ELI LILLY & CO392 shares0.00%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L8.6K shares0.00%2026-03-312026-04-28

DOW DOW HLDGS INC8.5K shares-9.42%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND653 shares0.00%2026-03-312026-04-28

Sponsored

UBER UBER TECHNOLOGIES INC4.0K shares2.50%2026-03-312026-04-28

CVS CVS HEALTH CORP3.7K shares-6.36%2026-03-312026-04-28

IWN ISHARES TR1.4K shares-19.64%2026-03-312026-04-28

DFAI DIMENSIONAL ETF TRUST6.9K shares21.69%2026-03-312026-04-28

IWP ISHARES TR2.0K shares-1.52%2026-03-312026-04-28

DFEV DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II972 sharesnew addition2026-03-312026-04-28

DFEM DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-03-312026-04-28

Sponsored

MET METLIFE INC3.4K shares-22.82%2026-03-312026-04-28

CLX CLOROX CO DEL2.7K shares0.00%2026-03-312026-04-28

EFV ISHARES TR3.3K shares0.00%2026-03-312026-04-28

ORCL ORACLE CORP1.5K shares0.00%2026-03-312026-04-28

WMB WILLIAMS COS INC3.5K shares0.00%2026-03-312026-04-28

SJM SMUCKER J M CO2.6K shares-3.22%2026-03-312026-04-28

ALPS ETF TR ALPS ETF TR4.7K shares0.00%2026-03-312026-04-28

WYNN WYNN RESORTS LTD2.3K shares-4.18%2026-03-312026-04-28

Sponsored

IVE ISHARES TR1.1K shares0.00%2026-03-312026-04-28

NEM NEWMONT CORP2.1K shares-6.77%2026-03-312026-04-28

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-04-28

DE DEERE & CO408 sharesnew addition2026-03-312026-04-28

NOW SERVICENOW INC2.6K shares9.64%2026-03-312026-04-28

RTX RTX CORPORATION1.3K shares-0.38%2026-03-312026-04-28

EEM ISHARES TR3.6K sharesnew addition2026-03-312026-04-28

IWR ISHARES TR2.1K shares0.00%2026-03-312026-04-28

Sponsored

IWO ISHARES TR617 shares-3.89%2026-03-312026-04-28

MHK MOHAWK INDS INC2.0K shares0.00%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR1.8K sharesnew addition2026-03-312026-04-28

GIS GENERAL MILLS INC6.1K shares-4.69%2026-03-312026-04-28

NAD NUVEEN QUALITY MUNCP INCOME15.0K shares0.00%2026-03-312026-04-28

JPC NUVEEN PFD & INCOME OPPORTUN12.0K shares0.00%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T

-4.79%

Shares120.9K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-1.07%

Shares847.4K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-2.20%

Shares28.4K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.14%

Shares38.6K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.70%

Shares31.5K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

533.95%

Shares111.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-14.18%

Shares34.4K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-43.22%

Shares58.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

7.11%

Shares13.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-10.11%

Shares20.3K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-0.76%

Shares9.7K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-10.09%

Shares6.3K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

1.18%

Shares8.2K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

9.94%

Shares62.7K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.88%

Shares19.2K

Event2026-03-31

Filed2026-04-28

TJX

TJX COS INC NEW

-9.52%

Shares30.3K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-1.02%

Shares32.6K

Event2026-03-31

Filed2026-04-28

SCHO

SCHWAB STRATEGIC TR

-4.94%

Shares174.1K

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

-0.72%

Shares24.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-3.35%

Shares11.0K

Event2026-03-31

Filed2026-04-28

SHY

ISHARES TR

-10.28%

Shares46.1K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

-1.95%

Shares46.7K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

10.03%

Shares17.3K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-10.61%

Shares11.2K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.99%

Shares26.9K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-11.81%

Shares13.1K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-0.02%

Shares12.0K

Event2026-03-31

Filed2026-04-28

SHV

ISHARES TR

-23.14%

Shares24.3K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

-17.01%

Shares13.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

5.34%

Shares5.4K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

-0.86%

Shares6.1K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-3.59%

Shares36.6K

Event2026-03-31

Filed2026-04-28

STEL

STELLAR BANCORP INC

-60.16%

Shares48.4K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares42.8K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

-2.61%

Shares37.7K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-2.77%

Shares2.1K

Event2026-03-31

Filed2026-04-28

BIL

SPDR SERIES TRUST

-38.86%

Shares19.3K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-9.28%

Shares8.9K

Event2026-03-31

Filed2026-04-28

IUSV

ISHARES TR

-3.83%

Shares15.6K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

-0.35%

Shares3.2K

Event2026-03-31

Filed2026-04-28

FDX

FEDEX CORP

-1.61%

Shares4.2K

Event2026-03-31

Filed2026-04-28

IJS

ISHARES TR

1.26%

Shares12.4K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

0.75%

Shares58.8K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-1.01%

Shares17.2K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-0.06%

Shares6.7K

Event2026-03-31

Filed2026-04-28

BSVO

EA SERIES TRUST

0.00%

Shares52.6K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

-9.97%

Shares9.3K

Event2026-03-31

Filed2026-04-28

IUSG

ISHARES TR

-8.03%

Shares7.9K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-2.79%

Shares8.7K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

-1.71%

Shares5.2K

Event2026-03-31

Filed2026-04-28

XLF

SELECT SECTOR SPDR TR

-0.94%

Shares26.3K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-0.14%

Shares11.6K

Event2026-03-31

Filed2026-04-28

IWS

ISHARES TR

3.11%

Shares8.1K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-0.04%

Shares39.2K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-6.79%

Shares4.4K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

1.38%

Shares13.1K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

-17.84%

Shares20.6K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

13.57%

Shares16.7K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

-0.91%

Shares5.3K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-0.13%

Shares6.7K

Event2026-03-31

Filed2026-04-28

VISA INC

-0.74%

Shares3.3K

Event2026-03-31

Filed2026-04-28

PAYX

PAYCHEX INC

-0.44%

Shares11.3K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

-11.29%

Shares9.3K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

-1.65%

Shares4.3K

Event2026-03-31

Filed2026-04-28

KMI

KINDER MORGAN INC DEL

-5.83%

Shares31.6K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-2.73%

Shares9.0K

Event2026-03-31

Filed2026-04-28

AT&T INC

-1.16%

Shares35.2K

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB STRATEGIC TR

-0.16%

Shares27.4K

Event2026-03-31

Filed2026-04-28

BOEING CO

-2.30%

Shares3.6K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

-1.27%

Shares5.4K

Event2026-03-31

Filed2026-04-28

PRU

PRUDENTIAL FINL INC

-3.84%

Shares8.4K

Event2026-03-31

Filed2026-04-28

TOTL

SSGA ACTIVE ETF TR

0.93%

Shares19.4K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

10.59%

Shares20.9K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-28

USFR

WISDOMTREE TR

-3.37%

Shares13.9K

Event2026-03-31

Filed2026-04-28

CGGR

CAPITAL GROUP GROWTH ETF

0.02%

Shares14.9K

Event2026-03-31

Filed2026-04-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

-4.58%

Shares14.2K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

-0.45%

Shares6.6K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

195.57%

Shares10.8K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-2.50%

Shares2.1K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO ETF TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-31.49%

Shares1.4K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

-2.82%

Shares4.3K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-20.62%

Shares4.2K

Event2026-03-31

Filed2026-04-28

KMB

KIMBERLY-CLARK CORP

3.09%

Shares5.4K

Event2026-03-31

Filed2026-04-28

MMM

3M CO

-6.58%

Shares3.3K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

-0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-28

VGSH

VANGUARD SCOTTSDALE FDS

-45.25%

Shares7.4K

Event2026-03-31

Filed2026-04-28

EBAY

EBAY INC.

New

Shares4.3K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

-12.96%

Shares5.4K

Event2026-03-31

Filed2026-04-28

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares26.2K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

-18.31%

Shares7.2K

Event2026-03-31

Filed2026-04-28