Sponsored

The Analysis of CDKV HOLDINGS LLC's Holdings & P&L

Currently, CDKV HOLDINGS LLC holds 275 types of securities in its portfolio with a total value $113.9M. In the most recent quarter, they have increased their positions in N/A (+16.5K shares, valued at $9.5M), VUG (+3.5K shares, valued at $1.6M), WMT (+2.8K shares, valued at $348.7K); decreased their positions in SCHG (-37.5K shares, valued at $1.1M), JPST (-9.0K shares, valued at $455.4K), AAPL (-1.7K shares, valued at $426.4K); initiated new positions in N/A (+16.5K shares, valued at $9.5M), N/A (+400 shares, valued at $219.6K), N/A (+129 shares, valued at $37.6K).

1M P&L

+1.6M+1.45%

3M P&L

+3.0M+2.72%

HY P&L

-53.0M-31.90%

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/A87.3M

85.9%

2Consumer Electronics2.4M

2.4%

3Drug Manufacturers - General1.2M

1.1%

Top Industries by Stock Count

1N/A125 stocks

49.6%

2Drug Manufacturers - General8 stocks

3.2%

3Utilities - Regulated Electric6 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR667.0K shares-5.32%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR334.8K shares3.37%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR16.5K sharesnew addition2026-03-312026-05-04

VUG VANGUARD INDEX FDS15.8K shares28.89%2026-03-312026-05-04

IEI ISHARES TR27.7K shares-8.99%2026-03-312026-05-04

IEF ISHARES TR29.1K shares3.36%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR87.0K shares3.85%2026-03-312026-05-04

ITA ISHARES TR11.8K shares3.39%2026-03-312026-05-04

Sponsored

VHT VANGUARD WORLD FD9.3K shares4.17%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR99.0K shares6.11%2026-03-312026-05-04

AAPL APPLE INC9.5K shares-15.07%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR76.6K shares4.50%2026-03-312026-05-04

VTV VANGUARD INDEX FDS9.8K shares9.25%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR11.8K shares0.99%2026-03-312026-05-04

VGT VANGUARD WORLD FD2.7K shares-0.41%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS8.1K shares-2.12%2026-03-312026-05-04

Sponsored

DVY ISHARES TR10.5K shares8.64%2026-03-312026-05-04

CATH GLOBAL X FDS18.9K shares0.00%2026-03-312026-05-04

JMTG J P MORGAN EXCHANGE TRADED F23.1K shares0.28%2026-03-312026-05-04

XBI SPDR SERIES TRUST8.8K shares4.72%2026-03-312026-05-04

AGG ISHARES TR11.1K shares-0.06%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR42.6K shares0.11%2026-03-312026-05-04

SHY ISHARES TR12.4K shares-2.42%2026-03-312026-05-04

TLT ISHARES TR11.7K shares-0.41%2026-03-312026-05-04

Sponsored

YEAR AB ACTIVE ETFS INC20.1K shares-0.68%2026-03-312026-05-04

VO VANGUARD INDEX FDS3.4K shares-0.03%2026-03-312026-05-04

WMT WALMART INC7.8K shares56.05%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION5.2K shares0.00%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC4.1K shares0.00%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.6K shares0.39%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-2.46%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.1K shares7.98%2026-03-312026-05-04

CAMX ADVISORS INNER CIRCLE FD19.2K shares0.64%2026-03-312026-05-04

IWF ISHARES TR1.3K shares5.49%2026-03-312026-05-04

KO COCA COLA CO7.1K shares0.00%2026-03-312026-05-04

MSFT MICROSOFT CORP1.4K shares28.99%2026-03-312026-05-04

AMZN AMAZON COM INC2.6K shares0.00%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR20.4K shares0.04%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO3.5K shares0.00%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR14.6K shares16.56%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR5.2K shares0.44%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC2.6K shares3.20%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP682 shares0.00%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-03-312026-05-04

Sponsored

IEFA ISHARES TR4.2K shares0.95%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.3K shares0.00%2026-03-312026-05-04

META META PLATFORMS INC643 shares-7.88%2026-03-312026-05-04

MGC VANGUARD WORLD FD1.6K shares-1.46%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F7.1K shares-55.83%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2026-03-312026-05-04

ABNB AIRBNB INC2.6K shares0.00%2026-03-312026-05-04

MO ALTRIA GROUP INC5.0K shares0.00%2026-03-312026-05-04

Sponsored

SO SOUTHERN CO3.3K shares0.39%2026-03-312026-05-04

PCN PIMCO CORPORATE & INCM STRG26.2K shares0.06%2026-03-312026-05-04

PTY PIMCO CORPORATE & INCOME OPP25.4K shares0.06%2026-03-312026-05-04

XLB SELECT SECTOR SPDR TR5.9K shares-4.07%2026-03-312026-05-04

MMM 3M CO1.8K shares0.00%2026-03-312026-05-04

EAGG ISHARES TR5.0K shares0.00%2026-03-312026-05-04

IWD ISHARES TR1.1K shares0.00%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS3.0K shares-9.20%2026-03-312026-05-04

Sponsored

PFE PFIZER INC8.0K shares0.00%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC1.9K shares-38.40%2026-03-312026-05-04

QUANTA SVCS INC QUANTA SVCS INC400 sharesnew addition2026-03-312026-05-04

LIT GLOBAL X FDS2.9K shares0.07%2026-03-312026-05-04

IVW ISHARES TR1.8K shares208.70%2026-03-312026-05-04

NVS NOVARTIS AG1.3K shares0.00%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS3.3K shares0.00%2026-03-312026-05-04

CVLC MORGAN STANLEY ETF TRUST2.2K shares0.00%2026-03-312026-05-04

Sponsored

VIS VANGUARD WORLD FD539 shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO180 shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC560 shares0.00%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR5.1K shares0.00%2026-03-312026-05-04

IBB ISHARES TR922 shares-0.43%2026-03-312026-05-04

CEFA GLOBAL X FDS4.0K shares0.00%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-04

AVA AVISTA CORP3.5K shares0.00%2026-03-312026-05-04

Sponsored

SBIO ALPS ETF TR2.7K shares0.00%2026-03-312026-05-04

WELL WELLTOWER INC708 shares0.00%2026-03-312026-05-04

SCZ ISHARES TR1.8K shares0.00%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION137 shares-3.52%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-05-04

ICLN ISHARES TR7.2K shares3.35%2026-03-312026-05-04

VAW VANGUARD WORLD FD582 shares0.17%2026-03-312026-05-04

BAC BANK AMERICA CORP2.6K shares0.00%2026-03-312026-05-04

Sponsored

IVV ISHARES TR196 shares0.00%2026-03-312026-05-04

CSX CSX CORP3.1K shares0.00%2026-03-312026-05-04

CAT CATERPILLAR INC177 shares-5.35%2026-03-312026-05-04

EW EDWARDS LIFESCIENCES CORP1.6K shares0.00%2026-03-312026-05-04

EFA ISHARES TR1.3K shares0.00%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS496 shares0.00%2026-03-312026-05-04

IYH ISHARES TR1.9K shares2.12%2026-03-312026-05-04

CVX CHEVRON CORPORATION560 shares0.54%2026-03-312026-05-04

Sponsored

GLD SPDR GOLD TR265 shares0.00%2026-03-312026-05-04

DMXF ISHARES TR1.5K shares0.00%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-05-04

ABBV ABBVIE INC500 shares0.00%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR708 shares0.00%2026-03-312026-05-04

TRGP TARGA RES CORP408 shares0.25%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC100 shares0.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC300 shares0.00%2026-03-312026-05-04

Sponsored

VYM VANGUARD WHITEHALL FDS619 shares-2.37%2026-03-312026-05-04

CMG CHIPOTLE MEXICAN GRILL INC2.8K shares0.00%2026-03-312026-05-04

CSCO CISCO SYS INC1.1K shares-4.30%2026-03-312026-05-04

ACP ABRDN INCOME CREDIT STRATEGI16.5K shares-0.65%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS139 shares0.00%2026-03-312026-05-04

TAFI AB ACTIVE ETFS INC3.3K shares0.00%2026-03-312026-05-04

PEP PEPSICO INC522 shares0.00%2026-03-312026-05-04

COHERENT CORP COHERENT CORP325 shares0.00%2026-03-312026-05-04

Sponsored

DGRO ISHARES TR1.1K shares0.00%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC540 shares0.00%2026-03-312026-05-04

TOL TOLL BROTHERS INC500 shares0.00%2026-03-312026-05-04

CRM SALESFORCE INC365 shares0.00%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST1.1K shares0.00%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR2.4K shares0.00%2026-03-312026-05-04

WFC WELLS FARGO & CO802 shares0.00%2026-03-312026-05-04

NULV NUSHARES ETF TR1.4K shares0.00%2026-03-312026-05-04

Sponsored

TSLA TESLA INC165 shares0.00%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F805 shares0.00%2026-03-312026-05-04

IEMG ISHARES INC844 shares0.72%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS1.2K shares0.00%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP82 shares0.00%2026-03-312026-05-04

BMO BANK MONTREAL MEDIUM412 shares0.00%2026-03-312026-05-04

XOM EXXON MOBIL CORP317 shares0.00%2026-03-312026-05-04

MCD MCDONALDS CORP165 shares0.00%2026-03-312026-05-04

Sponsored

VXUS VANGUARD STAR FDS655 shares0.00%2026-03-312026-05-04

NULG NUSHARES ETF TR532 shares0.00%2026-03-312026-05-04

V VISA INC153 shares-2.55%2026-03-312026-05-04

SBUX STARBUCKS CORP500 shares0.00%2026-03-312026-05-04

PNW PINNACLE WEST CAP CORP426 shares0.00%2026-03-312026-05-04

UAL UNITED AIRLS HLDGS INC460 shares0.00%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND90 shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS646 shares147.51%2026-03-312026-05-04

Sponsored

DHR DANAHER CORP DEL218 shares0.00%2026-03-312026-05-04

HON HONEYWELL INTL INC168 shares0.00%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC110 shares0.00%2026-03-312026-05-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC129 sharesnew addition2026-03-312026-05-04

SNY SANOFI SA750 shares0.00%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR736 shares0.00%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS328 shares0.00%2026-03-312026-05-04

FNCL FIDELITY COVINGTON TRUST500 shares0.00%2026-03-312026-05-04

Sponsored

DTE DTE ENERGY CO239 shares0.00%2026-03-312026-05-04

SPYV SPDR SERIES TRUST560 shares0.00%2026-03-312026-05-04

QCLN FIRST TR EXCHANGE-TRADED FD675 shares0.00%2026-03-312026-05-04

CVMC MORGAN STANLEY ETF TRUST476 shares0.00%2026-03-312026-05-04

IDRV ISHARES TR774 shares0.00%2026-03-312026-05-04

FNDA SCHWAB STRATEGIC TR919 shares0.00%2026-03-312026-05-04

MGK VANGUARD WORLD FD81 shares0.00%2026-03-312026-05-04

ABT ABBOTT LABORATORIES287 shares-61.06%2026-03-312026-05-04

Sponsored

IOSP INNOSPEC INC400 shares0.00%2026-03-312026-05-04

CIEN CIENA CORP75 shares0.00%2026-03-312026-05-04

FINX GLOBAL X FDS1.3K shares0.40%2026-03-312026-05-04

EQT CORP EQT CORP456 shares0.22%2026-03-312026-05-04

SPYM SPDR SERIES TRUST378 shares0.00%2026-03-312026-05-04

IBN ICICI BANK LIMITED1.1K shares0.00%2026-03-312026-05-04

SOLV SOLVENTUM CORP435 shares0.00%2026-03-312026-05-04

EWJ ISHARES INC335 shares0.00%2026-03-312026-05-04

Sponsored

IJR ISHARES TR224 shares0.00%2026-03-312026-05-04

AMT AMERICAN TOWER CORP161 shares0.00%2026-03-312026-05-04

AMGN AMGEN INC78 shares0.00%2026-03-312026-05-04

NEM NEWMONT CORP250 shares0.00%2026-03-312026-05-04

DLR DIGITAL RLTY TR INC150 shares0.00%2026-03-312026-05-04

MUB ISHARES TR250 shares0.00%2026-03-312026-05-04

SCHI SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW178 shares0.00%2026-03-312026-05-04

Sponsored

NEE NEXTERA ENERGY INC250 shares0.00%2026-03-312026-05-04

MA MASTERCARD INCORPORATED45 shares0.00%2026-03-312026-05-04

MDYG SPDR SERIES TRUST228 shares0.00%2026-03-312026-05-04

LOW LOWES COS INC92 shares0.00%2026-03-312026-05-04

OEF ISHARES TR67 shares0.00%2026-03-312026-05-04

MTB M & T BK CORP100 shares0.00%2026-03-312026-05-04

EBAY EBAY INC.225 shares0.00%2026-03-312026-05-04

IEV ISHARES TR288 shares0.00%2026-03-312026-05-04

Sponsored

HAL HALLIBURTON CO500 shares0.00%2026-03-312026-05-04

HAS HASBRO INC200 shares0.00%2026-03-312026-05-04

TMUS T-MOBILE US INC89 shares1.14%2026-03-312026-05-04

XYZ BLOCK INC300 shares-49.58%2026-03-312026-05-04

FRDM EA SERIES TRUST329 shares0.00%2026-03-312026-05-04

BDX BECTON DICKINSON & CO110 shares0.00%2026-03-312026-05-04

SYK STRYKER CORPORATION50 shares-75.00%2026-03-312026-05-04

DTM DT MIDSTREAM INC119 shares0.00%2026-03-312026-05-04

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC342 shares0.88%2026-03-312026-05-04

SCHR SCHWAB STRATEGIC TR629 shares0.00%2026-03-312026-05-04

XT ISHARES TR229 shares0.00%2026-03-312026-05-04

YUM YUM BRANDS INC97 shares0.00%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS159 shares0.00%2026-03-312026-05-04

INTC INTEL CORP327 shares-7.10%2026-03-312026-05-04

PHM PULTE GROUP INC121 shares0.00%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T178 shares0.00%2026-03-312026-05-04

Sponsored

SMBS SCHWAB STRATEGIC TR521 shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC250 shares-44.44%2026-03-312026-05-04

HD HOME DEPOT INC38 shares0.00%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE133 shares0.00%2026-03-312026-05-04

KOMP SPDR SERIES TRUST200 shares0.00%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR234 shares0.00%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC200 shares0.00%2026-03-312026-05-04

SCHH SCHWAB STRATEGIC TR532 shares0.00%2026-03-312026-05-04

Sponsored

NKE NIKE INC200 shares0.00%2026-03-312026-05-04

QS QUANTUMSCAPE CORP1.6K shares0.00%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR210 shares0.00%2026-03-312026-05-04

ORCL ORACLE CORP64 shares0.00%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO110 shares0.00%2026-03-312026-05-04

CHD CHURCH & DWIGHT CO INC100 shares0.00%2026-03-312026-05-04

BN BROOKFIELD CORP225 shares0.00%2026-03-312026-05-04

PYPL PAYPAL HLDGS INC201 shares0.50%2026-03-312026-05-04

Sponsored

EIX EDISON INTL118 shares0.00%2026-03-312026-05-04

NWL NEWELL BRANDS INC2.5K shares0.00%2026-03-312026-05-04

MBB ISHARES TR90 shares0.00%2026-03-312026-05-04

TARGET CORP TARGET CORP69 sharesnew addition2026-03-312026-05-04

CE CELANESE CORP DEL124 shares0.00%2026-03-312026-05-04

KEY KEYCORP400 shares0.00%2026-03-312026-05-04

ESGE ISHARES INC172 shares0.00%2026-03-312026-05-04

LUCID GROUP INC LUCID GROUP INC815 shares0.00%2026-03-312026-05-04

Sponsored

ESML ISHARES TR165 shares0.00%2026-03-312026-05-04

THW ABRDN WORLD HEALTHCARE FUND650 shares0.00%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY25 shares0.00%2026-03-312026-05-04

ATLASSIAN CORPORATION ATLASSIAN CORPORATION100 shares0.00%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE24 shares0.00%2026-03-312026-05-04

VTRS VIATRIS INC493 shares0.00%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC241 shares0.00%2026-03-312026-05-04

BA BOEING CO30 shares0.00%2026-03-312026-05-04

Sponsored

ALL ALLSTATE CORP28 shares0.00%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC21 shares0.00%2026-03-312026-05-04

SPYG SPDR SERIES TRUST54 shares0.00%2026-03-312026-05-04

PCEF INVESCO EXCH TRADED FD TR II275 shares0.00%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR80 shares0.00%2026-03-312026-05-04

RTX CORPORATION RTX CORPORATION25 sharesnew addition2026-03-312026-05-04

DIS DISNEY WALT CO50 shares0.00%2026-03-312026-05-04

YUMC YUM CHINA HLDGS INC97 shares0.00%2026-03-312026-05-04

Sponsored

VLTO VERALTO CORP52 shares0.00%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP25 shares0.00%2026-03-312026-05-04

BAX BAXTER INTL INC270 shares0.00%2026-03-312026-05-04

ALB ALBEMARLE CORP25 shares0.00%2026-03-312026-05-04

FTV FORTIVE CORP79 shares0.00%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR162 shares-23.58%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO70 shares0.00%2026-03-312026-05-04

APA CORPORATION APA CORPORATION100 shares0.00%2026-03-312026-05-04

Sponsored

KRE SPDR SERIES TRUST64 shares-14.67%2026-03-312026-05-04

WAT WATERS CORP14 sharesnew addition2026-03-312026-05-04

PMM PUTNAM MANAGED MUN INCOME TR661 shares0.00%2026-03-312026-05-04

IHI ISHARES TR61 shares0.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC16 shares0.00%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD25 shares0.00%2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC41 shares0.00%2026-03-312026-05-04

DXCM DEXCOM INC48 shares0.00%2026-03-312026-05-04

Sponsored

SU SUNCOR ENERGY INC NEW45 shares0.00%2026-03-312026-05-04

RUN SUNRUN INC200 shares0.00%2026-03-312026-05-04

KR KROGER CO32 shares0.00%2026-03-312026-05-04

BBY BEST BUY INC35 shares0.00%2026-03-312026-05-04

IEUR ISHARES TR30 shares0.00%2026-03-312026-05-04

ARKW ARK ETF TR16 shares0.00%2026-03-312026-05-04

EXE EXPAND ENERGY CORPORATION16 shares0.00%2026-03-312026-05-04

GEV GE VERNOVA INC2 shares0.00%2026-03-312026-05-04

Sponsored

OMER OMEROS CORP155 sharesnew addition2026-03-312026-05-04

VBK VANGUARD INDEX FDS5 shares0.00%2026-03-312026-05-04

VOE VANGUARD INDEX FDS8 shares0.00%2026-03-312026-05-04

GIL GILDAN ACTIVEWEAR INC24 shares0.00%2026-03-312026-05-04

VNT VONTIER CORPORATION31 shares0.00%2026-03-312026-05-04

RAL RALLIANT CORP26 shares0.00%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5 shares0.00%2026-03-312026-05-04

CTSH COGNIZANT TECHNOLOGY SOLUTIO14 shares0.00%2026-03-312026-05-04

Sponsored

WAB WABTEC3 shares0.00%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS6 shares0.00%2026-03-312026-05-04

IIM INVESCO VALUE MUN INCOME TR22 shares0.00%2026-03-312026-05-04

EMBC EMBECTA CORP22 shares0.00%2026-03-312026-05-04

CQQQ INVESCO EXCH TRADED FD TR II4 shares0.00%2026-03-312026-05-04

CSGP COSTAR GROUP INC4 shares0.00%2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I2 shares0.00%2026-03-312026-05-04

CARS CARS COM INC16 shares0.00%2026-03-312026-05-04

Sponsored

GCI USA TODAY CO INC13 shares0.00%2026-03-312026-05-04

PTEN PATTERSON-UTI ENERGY INC3 shares0.00%2026-03-312026-05-04

PTON PELOTON INTERACTIVE INC4 shares0.00%2026-03-312026-05-04

SCHG

SCHWAB STRATEGIC TR

-5.32%

Shares667.0K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

3.37%

Shares334.8K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

New

Shares16.5K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

28.89%

Shares15.8K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

-8.99%

Shares27.7K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

3.36%

Shares29.1K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

3.85%

Shares87.0K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

3.39%

Shares11.8K

Event2026-03-31

Filed2026-05-04

VHT

VANGUARD WORLD FD

4.17%

Shares9.3K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

6.11%

Shares99.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-15.07%

Shares9.5K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

4.50%

Shares76.6K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

9.25%

Shares9.8K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

0.99%

Shares11.8K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

-0.41%

Shares2.7K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-2.12%

Shares8.1K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

8.64%

Shares10.5K

Event2026-03-31

Filed2026-05-04

CATH

GLOBAL X FDS

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-04

JMTG

J P MORGAN EXCHANGE TRADED F

0.28%

Shares23.1K

Event2026-03-31

Filed2026-05-04

XBI

SPDR SERIES TRUST

4.72%

Shares8.8K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-0.06%

Shares11.1K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.11%

Shares42.6K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

-2.42%

Shares12.4K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

-0.41%

Shares11.7K

Event2026-03-31

Filed2026-05-04

YEAR

AB ACTIVE ETFS INC

-0.68%

Shares20.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

56.05%

Shares7.8K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.39%

Shares2.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-2.46%

Shares1.4K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

7.98%

Shares2.1K

Event2026-03-31

Filed2026-05-04

CAMX

ADVISORS INNER CIRCLE FD

0.64%

Shares19.2K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

5.49%

Shares1.3K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

28.99%

Shares1.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

0.04%

Shares20.4K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

16.56%

Shares14.6K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

0.44%

Shares5.2K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

3.20%

Shares2.6K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

0.00%

Shares682

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

0.95%

Shares4.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04