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The Analysis of CGN Advisors LLC's Holdings & P&L

Currently, CGN Advisors LLC holds 317 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in JSCP (+380.8K shares, valued at $18.0M), VSDB (+71.0K shares, valued at $5.4M), JCPB (+94.5K shares, valued at $4.4M); decreased their positions in JMBS (-167.3K shares, valued at $7.6M), SPIB (-208.8K shares, valued at $7.0M), VGIT (-58.6K shares, valued at $3.5M); initiated new positions in VSDB (+71.0K shares, valued at $5.4M), N/A (+22.4K shares, valued at $525.4K), FLMI (+19.6K shares, valued at $485.4K).

1M P&L

+17.1M+1.29%

3M P&L

-27.4M-2.00%

HY P&L

+40.2M+3.08%

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/A1.0B

84.4%

2Software - Infrastructure16.2M

1.3%

3Drug Manufacturers - General14.6M

1.2%

Top Industries by Stock Count

1N/A217 stocks

72.6%

2Drug Manufacturers - General5 stocks

1.7%

3Semiconductors4 stocks

1.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F1.8M shares5.53%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS1.2M shares-1.89%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR617.2K shares-2.47%2026-03-312026-04-13

SPYV SPDR SERIES TRUST879.2K shares-0.60%2026-03-312026-04-13

SPYG SPDR SERIES TRUST487.1K shares-0.41%2026-03-312026-04-13

VTI VANGUARD INDEX FDS128.5K shares2.24%2026-03-312026-04-13

SPIB SPDR SERIES TRUST1.2M shares-15.05%2026-03-312026-04-13

JMBS JANUS DETROIT STR TR712.5K shares-19.01%2026-03-312026-04-13

Sponsored

BINC BLACKROCK ETF TRUST II597.4K shares1.47%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS585.9K shares-0.88%2026-03-312026-04-13

VCRB VANGUARD MALVERN FDS320.7K shares14.83%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR254.8K shares-2.64%2026-03-312026-04-13

JSCP J P MORGAN EXCHANGE TRADED F386.7K shares6433.86%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F351.5K shares-0.35%2026-03-312026-04-13

IQDG WISDOMTREE TR431.8K shares-3.49%2026-03-312026-04-13

JBND J P MORGAN EXCHANGE TRADED F292.8K shares4.17%2026-03-312026-04-13

Sponsored

VTV VANGUARD INDEX FDS80.1K shares0.30%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS204.9K shares-0.70%2026-03-312026-04-13

AAPL APPLE INC51.2K shares1.57%2026-03-312026-04-13

VCRM VANGUARD MUN BD FDS172.3K shares-0.25%2026-03-312026-04-13

DGRW WISDOMTREE TR145.7K shares0.55%2026-03-312026-04-13

QUAL ISHARES TR66.6K shares-1.26%2026-03-312026-04-13

AVMC AMERICAN CENTY ETF TR165.5K shares-1.39%2026-03-312026-04-13

MSFT MICROSOFT CORP31.7K shares3.23%2026-03-312026-04-13

Sponsored

BSV VANGUARD BD INDEX FDS145.6K shares4.83%2026-03-312026-04-13

NVDA NVIDIA CORPORATION62.5K shares0.61%2026-03-312026-04-13

JPIB J P MORGAN EXCHANGE TRADED F220.1K shares2.29%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T15.9K shares0.00%2026-03-312026-04-13

SPMD SPDR SERIES TRUST169.4K shares-0.26%2026-03-312026-04-13

ALPHABET INC ALPHABET INC33.3K shares-1.12%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST133.4K shares-2.32%2026-03-312026-04-13

NUBD NUSHARES ETF TR423.9K shares4.01%2026-03-312026-04-13

Sponsored

DFAC DIMENSIONAL ETF TRUST212.3K shares0.10%2026-03-312026-04-13

VUG VANGUARD INDEX FDS18.8K shares-1.36%2026-03-312026-04-13

AMZN AMAZON COM INC38.3K shares1.35%2026-03-312026-04-13

VSDM VANGUARD MUN BD FDS104.2K shares6.72%2026-03-312026-04-13

VXUS VANGUARD STAR FDS95.7K shares11.89%2026-03-312026-04-13

BROADCOM INC BROADCOM INC23.6K shares6.65%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST169.0K shares7.35%2026-03-312026-04-13

GARP ISHARES TR111.4K shares28.11%2026-03-312026-04-13

Sponsored

SCMB SCHWAB STRATEGIC TR272.4K shares-7.42%2026-03-312026-04-13

ISTB ISHARES TR142.0K shares-22.21%2026-03-312026-04-13

WMT WALMART INC52.6K shares5.96%2026-03-312026-04-13

META META PLATFORMS INC10.7K shares0.32%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS73.8K shares8.58%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F111.8K shares1.99%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST176.6K shares-2.43%2026-03-312026-04-13

CGDV CAPITAL GROUP DIVIDEND VALUE140.6K shares2.52%2026-03-312026-04-13

Sponsored

BNDX VANGUARD CHARLOTTE FDS124.3K shares-4.51%2026-03-312026-04-13

SPYD SPDR SERIES TRUST125.7K shares8.11%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F74.8K shares-1.82%2026-03-312026-04-13

VSDB VANGUARD MALVERN FDS71.0K sharesnew addition2026-03-312026-04-13

SPTM SPDR SERIES TRUST67.0K shares11.67%2026-03-312026-04-13

CVX CHEVRON CORPORATION24.8K shares-8.07%2026-03-312026-04-13

HYMB SPDR SERIES TRUST203.9K shares-2.61%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR201.8K shares-4.95%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON20.2K shares-3.24%2026-03-312026-04-13

VBR VANGUARD INDEX FDS21.9K shares0.39%2026-03-312026-04-13

MUB ISHARES TR42.7K shares-1.89%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST110.7K shares-1.21%2026-03-312026-04-13

TJX TJX COS INC NEW27.0K shares0.98%2026-03-312026-04-13

KLAC KLA CORP2.8K shares-2.38%2026-03-312026-04-13

MA MASTERCARD INCORPORATED8.0K shares4.27%2026-03-312026-04-13

SPSB SPDR SERIES TRUST129.1K shares-4.16%2026-03-312026-04-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.2K shares2.67%2026-03-312026-04-13

SPHY SPDR SERIES TRUST164.0K shares18.75%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO12.8K shares2.90%2026-03-312026-04-13

MCK MCKESSON CORP4.3K shares2.23%2026-03-312026-04-13

GILD GILEAD SCIENCES INC25.4K shares-1.33%2026-03-312026-04-13

ENB ENBRIDGE INC65.4K shares-2.94%2026-03-312026-04-13

PG PROCTER & GAMBLE CO24.0K shares-1.57%2026-03-312026-04-13

USMV ISHARES TR37.2K shares-4.16%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP11.1K shares-0.09%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC28.3K shares0.13%2026-03-312026-04-13

CSCO CISCO SYS INC43.2K shares0.14%2026-03-312026-04-13

AMT AMERICAN TOWER CORP19.1K shares1.40%2026-03-312026-04-13

CAT CATERPILLAR INC4.6K shares-7.07%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS21.9K shares2.55%2026-03-312026-04-13

SUSB ISHARES TR128.0K shares5.77%2026-03-312026-04-13

HD HOME DEPOT INC9.5K shares-2.67%2026-03-312026-04-13

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC25.3K shares-0.15%2026-03-312026-04-13

GLW CORNING INC22.6K shares8.66%2026-03-312026-04-13

LLY ELI LILLY & CO3.3K shares6.98%2026-03-312026-04-13

PEP PEPSICO INC19.5K shares-0.96%2026-03-312026-04-13

AGG ISHARES TR30.5K shares-2.61%2026-03-312026-04-13

SPAB SPDR SERIES TRUST117.7K shares2.42%2026-03-312026-04-13

LDRC ISHARES TR116.4K shares242.56%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC3.0K shares0.40%2026-03-312026-04-13

Sponsored

CEF SPROTT ASSET MANAGEMENT LP60.3K shares-0.48%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION2.9K shares-8.91%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST83.9K shares-1.64%2026-03-312026-04-13

ESGV VANGUARD WORLD FD25.2K shares6.72%2026-03-312026-04-13

SUSA ISHARES TR21.1K shares-0.07%2026-03-312026-04-13

BBAG J P MORGAN EXCHANGE TRADED F60.4K shares-7.40%2026-03-312026-04-13

CRM SALESFORCE INC14.9K shares4.16%2026-03-312026-04-13

BALT INNOVATOR ETFS TRUST79.8K shares80.03%2026-03-312026-04-13

Sponsored

IWF ISHARES TR6.2K shares-0.68%2026-03-312026-04-13

IVV ISHARES TR4.0K shares0.02%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC30.3K shares2.84%2026-03-312026-04-13

STIP ISHARES TR25.3K shares8.77%2026-03-312026-04-13

SNY SANOFI SA54.3K shares6.24%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS52.2K shares-3.91%2026-03-312026-04-13

RTX RTX CORPORATION13.4K shares-5.39%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP14.1K shares2.39%2026-03-312026-04-13

Sponsored

WM WASTE MGMT INC DEL11.1K shares-2.21%2026-03-312026-04-13

ESGU ISHARES TR18.0K shares-1.72%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST56.0K shares-1.06%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP21.2K shares-0.50%2026-03-312026-04-13

FDX FEDEX CORP7.0K shares-8.62%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS11.6K shares-0.37%2026-03-312026-04-13

VMBS VANGUARD SCOTTSDALE FDS52.2K shares6.46%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS32.9K shares0.67%2026-03-312026-04-13

Sponsored

VTIP VANGUARD MALVERN FDS48.1K shares4.96%2026-03-312026-04-13

SPBU AIM ETF PRODUCTS TRUST88.2K shares-3.87%2026-03-312026-04-13

IWD ISHARES TR10.9K shares-0.40%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC20.2K shares3.83%2026-03-312026-04-13

VB VANGUARD INDEX FDS8.9K shares-5.67%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS28.9K shares16.42%2026-03-312026-04-13

TMUS T-MOBILE US INC10.8K shares3.45%2026-03-312026-04-13

CSX CSX CORP54.3K shares-1.40%2026-03-312026-04-13

Sponsored

NFLX NETFLIX INC.23.2K shares65.77%2026-03-312026-04-13

VEEV VEEVA SYS INC12.5K shares8.36%2026-03-312026-04-13

NULV NUSHARES ETF TR46.5K shares-0.49%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC41.7K shares10.35%2026-03-312026-04-13

EFAV ISHARES TR22.7K shares3.00%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC5.3K shares-9.71%2026-03-312026-04-13

ITT INC ITT INC10.3K shares-1.95%2026-03-312026-04-13

ICSH ISHARES TR38.1K shares17.57%2026-03-312026-04-13

Sponsored

J JACOBS SOLUTIONS INC15.0K shares0.38%2026-03-312026-04-13

SNPS SYNOPSYS INC4.8K shares-0.83%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS21.4K shares5.12%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR62.0K shares2.44%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR17.0K shares0.53%2026-03-312026-04-13

IDEV ISHARES TR22.5K shares0.40%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR36.3K shares74.01%2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO29.5K shares3.22%2026-03-312026-04-13

Sponsored

VYMI VANGUARD WHITEHALL FDS19.1K shares-3.09%2026-03-312026-04-13

LPLA LPL FINL HLDGS INC5.9K shares1.70%2026-03-312026-04-13

SPYM SPDR SERIES TRUST23.1K shares-3.46%2026-03-312026-04-13

ZM ZOOM COMMUNICATIONS INC21.8K shares16.24%2026-03-312026-04-13

NULG NUSHARES ETF TR19.2K shares0.00%2026-03-312026-04-13

NUE NUCOR CORP10.3K shares-6.31%2026-03-312026-04-13

AOA ISHARES TR19.5K shares1.44%2026-03-312026-04-13

APH AMPHENOL CORP13.5K shares14.69%2026-03-312026-04-13

Sponsored

VXF VANGUARD INDEX FDS8.3K shares16.32%2026-03-312026-04-13

NOW SERVICENOW INC16.3K shares24.92%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR65.4K shares-2.73%2026-03-312026-04-13

USHY ISHARES TR43.5K shares6.59%2026-03-312026-04-13

ESGD ISHARES TR16.6K shares-2.68%2026-03-312026-04-13

IJH ISHARES TR23.5K shares-3.94%2026-03-312026-04-13

VBK VANGUARD INDEX FDS5.1K shares-1.55%2026-03-312026-04-13

PPG PPG INDS INC14.1K shares-6.02%2026-03-312026-04-13

Sponsored

BIV VANGUARD BD INDEX FDS19.4K shares-1.01%2026-03-312026-04-13

DFAR DIMENSIONAL ETF TRUST62.3K shares3.14%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F10.6K shares0.01%2026-03-312026-04-13

MET METLIFE INC20.5K shares17.62%2026-03-312026-04-13

SPOT SPOTIFY TECHNOLOGY S A2.9K shares31.47%2026-03-312026-04-13

AMRK GOLD COM INC35.2K shares60.00%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC3.3K shares7.07%2026-03-312026-04-13

NUDM NUSHARES ETF TR37.7K shares-0.64%2026-03-312026-04-13

Sponsored

EFA ISHARES TR13.7K shares-3.29%2026-03-312026-04-13

TAXX BONDBLOXX ETF TRUST26.0K shares35.28%2026-03-312026-04-13

CGCV CAPITAL GROUP CONSERVATIVE E44.1K shares1.52%2026-03-312026-04-13

IEMG ISHARES INC18.5K shares9.75%2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.5K shares-51.55%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP4.8K shares0.17%2026-03-312026-04-13

ULST SSGA ACTIVE ETF TR31.2K shares9.81%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC27.8K shares37.58%2026-03-312026-04-13

Sponsored

VSGX VANGUARD WORLD FD17.3K shares-0.02%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR41.6K shares5.25%2026-03-312026-04-13

IBDT ISHARES TR46.0K shares-18.54%2026-03-312026-04-13

FNDA SCHWAB STRATEGIC TR35.0K shares0.69%2026-03-312026-04-13

PFF ISHARES TR37.3K shares7.67%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares0.37%2026-03-312026-04-13

SFLR INNOVATOR ETFS TRUST31.4K shares18.69%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS18.0K shares-76.50%2026-03-312026-04-13

Sponsored

VDE VANGUARD WORLD FD6.2K shares0.02%2026-03-312026-04-13

IXUS ISHARES TR12.2K shares-3.40%2026-03-312026-04-13

IBDS ISHARES TR43.3K shares-21.85%2026-03-312026-04-13

BAC BANK AMERICA CORP21.5K shares-2.03%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F18.5K shares18.89%2026-03-312026-04-13

IAGG ISHARES TR20.8K shares30.43%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares0.32%2026-03-312026-04-13

DFSI DIMENSIONAL ETF TRUST24.3K shares7.17%2026-03-312026-04-13

Sponsored

IBDR ISHARES TR42.2K shares-26.17%2026-03-312026-04-13

CGGR CAPITAL GROUP GROWTH ETF25.0K shares2.75%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F18.8K shares0.19%2026-03-312026-04-13

ESML ISHARES TR19.7K shares-4.58%2026-03-312026-04-13

AOM ISHARES TR19.1K shares226.18%2026-03-312026-04-13

SUB ISHARES TR8.3K shares-5.39%2026-03-312026-04-13

GGG GRACO INC10.0K shares0.00%2026-03-312026-04-13

SPSM SPDR SERIES TRUST17.5K shares7.92%2026-03-312026-04-13

Sponsored

FBND FIDELITY MERRIMACK STR TR18.4K shares-17.59%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR27.1K shares-7.09%2026-03-312026-04-13

XOM EXXON MOBIL CORP4.7K shares0.34%2026-03-312026-04-13

ITOT ISHARES TR5.5K shares2.74%2026-03-312026-04-13

VV VANGUARD INDEX FDS2.6K shares-0.47%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.00%2026-03-312026-04-13

CGSD CAPITAL GRP FIXED INCM ETF T28.8K shares22.42%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.7K shares0.24%2026-03-312026-04-13

Sponsored

VAW VANGUARD WORLD FD3.2K shares-0.31%2026-03-312026-04-13

XEMD BONDBLOXX ETF TRUST16.2K shares6.11%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR27.7K shares-47.60%2026-03-312026-04-13

IVW ISHARES TR6.2K shares0.00%2026-03-312026-04-13

IBDU ISHARES TR29.2K shares-28.95%2026-03-312026-04-13

VLUE ISHARES TR4.5K shares-0.77%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR7.1K shares1.31%2026-03-312026-04-13

JBBB JANUS DETROIT STR TR13.4K shares6.28%2026-03-312026-04-13

Sponsored

IEFA ISHARES TR6.9K shares62.35%2026-03-312026-04-13

HDV ISHARES TR4.4K shares-2.90%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP2.1K shares0.00%2026-03-312026-04-13

EFV ISHARES TR8.0K shares1.47%2026-03-312026-04-13

HGER HARBOR ETF TRUST18.8K shares4.78%2026-03-312026-04-13

IWM ISHARES TR2.3K shares-10.69%2026-03-312026-04-13

ESGE ISHARES INC12.3K shares-5.08%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR5.0K shares-54.56%2026-03-312026-04-13

Sponsored

XBB BONDBLOXX ETF TRUST13.6K shares-23.61%2026-03-312026-04-13

IVE ISHARES TR2.6K shares0.00%2026-03-312026-04-13

USFR WISDOMTREE TR10.9K shares-49.41%2026-03-312026-04-13

VO VANGUARD INDEX FDS1.9K shares-6.70%2026-03-312026-04-13

ORCL ORACLE CORP3.7K shares-7.05%2026-03-312026-04-13

SHLD GLOBAL X FDS7.6K shares-2.99%2026-03-312026-04-13

IBDV ISHARES TR24.2K shares-34.22%2026-03-312026-04-13

ITA ISHARES TR2.4K shares-2.67%2026-03-312026-04-13

Sponsored

CALAMOS ETF TR CALAMOS ETF TR22.4K sharesnew addition2026-03-312026-04-13

SLYV SPDR SERIES TRUST5.5K shares10.31%2026-03-312026-04-13

PSK SPDR SERIES TRUST16.4K shares-27.50%2026-03-312026-04-13

SRLN SSGA ACTIVE ETF TR12.4K shares32.34%2026-03-312026-04-13

VGT VANGUARD WORLD FD709 shares18.56%2026-03-312026-04-13

FLMI FRANKLIN TEMPLETON ETF TR19.6K sharesnew addition2026-03-312026-04-13

IGSB ISHARES TR9.1K shares22.86%2026-03-312026-04-13

IVOO VANGUARD ADMIRAL FDS INC4.0K shares-9.27%2026-03-312026-04-13

Sponsored

VSS VANGUARD INTL EQUITY INDEX F3.1K shares-6.79%2026-03-312026-04-13

ABBV ABBVIE INC2.0K shares-8.22%2026-03-312026-04-13

GWW WW GRAINGER INC403 shares0.00%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND920 shares0.00%2026-03-312026-04-13

IBTK ISHARES TR21.3K shares19.55%2026-03-312026-04-13

KO COCA COLA CO5.5K shares-4.23%2026-03-312026-04-13

USRT ISHARES TR7.1K shares-15.43%2026-03-312026-04-13

NUEM NUSHARES ETF TR11.3K shares-3.56%2026-03-312026-04-13

Sponsored

REET ISHARES TR16.5K shares2.12%2026-03-312026-04-13

NRG NRG ENERGY INC2.8K shares-7.64%2026-03-312026-04-13

ZFEB INNOVATOR ETFS TRUST16.1K shares81.92%2026-03-312026-04-13

HON HONEYWELL INTL INC1.8K shares0.52%2026-03-312026-04-13

MGK VANGUARD WORLD FD1.1K shares0.94%2026-03-312026-04-13

MGC VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-13

IBTL ISHARES TR18.9K shares20.09%2026-03-312026-04-13

QFLR INNOVATOR ETFS TRUST11.4K sharesnew addition2026-03-312026-04-13

Sponsored

EFG ISHARES TR3.4K shares1.19%2026-03-312026-04-13

EVRG EVERGY INC4.6K shares-3.98%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR13.5K shares1.64%2026-03-312026-04-13

IBTJ ISHARES TR17.1K shares24.80%2026-03-312026-04-13

IBDW ISHARES TR17.4K shares-42.82%2026-03-312026-04-13

IJR ISHARES TR2.9K shares-6.45%2026-03-312026-04-13

EXC EXELON CORP7.3K shares-0.76%2026-03-312026-04-13

IVLU ISHARES TR9.0K shares-7.84%2026-03-312026-04-13

Sponsored

DFSE DIMENSIONAL ETF TRUST8.3K shares7.72%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR4.3K shares0.00%2026-03-312026-04-13

SDY SPDR SERIES TRUST2.3K shares-8.52%2026-03-312026-04-13

GLD SPDR GOLD TR774 shares-25.51%2026-03-312026-04-13

DGRO ISHARES TR4.7K shares0.00%2026-03-312026-04-13

NEE NEXTERA ENERGY INC3.5K shares-3.16%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR13.4K shares0.00%2026-03-312026-04-13

V VISA INC1.1K shares-10.28%2026-03-312026-04-13

Sponsored

VOX VANGUARD WORLD FD1.8K shares-8.85%2026-03-312026-04-13

BLV VANGUARD BD INDEX FDS4.5K shares0.60%2026-03-312026-04-13

BSMR INVESCO EXCH TRD SLF IDX FD13.2K shares-9.72%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC1.5K shares1.00%2026-03-312026-04-13

SYK STRYKER CORPORATION930 shares-0.32%2026-03-312026-04-13

CGMU CAPITAL GRP FIXED INCM ETF T11.1K shares3.63%2026-03-312026-04-13

GBIL GOLDMAN SACHS ETF TR3.0K sharesnew addition2026-03-312026-04-13

CALAMOS ETF TR CALAMOS ETF TR16.1K shares-61.86%2026-03-312026-04-13

Sponsored

VOOV VANGUARD ADMIRAL FDS INC1.4K shares-3.79%2026-03-312026-04-13

ABT ABBOTT LABORATORIES2.8K shares10.69%2026-03-312026-04-13

LARK LANDMARK BANCORP INC11.6K shares0.03%2026-03-312026-04-13

EPS WISDOMTREE TR4.2K shares0.00%2026-03-312026-04-13

IBTH ISHARES TR12.7K shares20.82%2026-03-312026-04-13

VIGI VANGUARD WHITEHALL FDS3.2K shares0.00%2026-03-312026-04-13

ZJAN INNOVATOR ETFS TRUST10.2K sharesnew addition2026-03-312026-04-13

BSMQ INVESCO EXCH TRD SLF IDX FD11.6K shares-23.93%2026-03-312026-04-13

Sponsored

ZMAR INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-04-13

OSK OSHKOSH CORP1.8K shares0.00%2026-03-312026-04-13

AOR ISHARES TR4.1K shares0.00%2026-03-312026-04-13

BSMS INVESCO EXCH TRD SLF IDX FD11.2K shares-8.03%2026-03-312026-04-13

PFXF VANECK ETF TRUST14.9K sharesnew addition2026-03-312026-04-13

ACWV ISHARES INC2.2K shares0.00%2026-03-312026-04-13

IWO ISHARES TR824 shares-8.95%2026-03-312026-04-13

TSLA TESLA INC695 shares5.46%2026-03-312026-04-13

Sponsored

MTUM ISHARES TR1.1K shares-11.44%2026-03-312026-04-13

IBDX ISHARES TR10.0K sharesnew addition2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST4.0K shares-19.09%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.0K shares3.71%2026-03-312026-04-13

DE DEERE & CO426 shares-14.80%2026-03-312026-04-13

IBTI ISHARES TR10.6K sharesnew addition2026-03-312026-04-13

BSMT INVESCO EXCH TRD SLF IDX FD10.1K shares-5.26%2026-03-312026-04-13

OKE ONEOK INC NEW2.6K sharesnew addition2026-03-312026-04-13

Sponsored

UFEB INNOVATOR ETFS TRUST6.4K shares3.92%2026-03-312026-04-13

MSI MOTOROLA SOLUTIONS INC534 shares1.91%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC685 shares0.59%2026-03-312026-04-13

VTES VANGUARD WELLINGTON FD2.3K shares-2.94%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC846 shares-2.08%2026-03-312026-04-13

EMR EMERSON ELEC CO1.7K shares1.10%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC54 shares-5.26%2026-03-312026-04-13

IWN ISHARES TR1.2K shares0.00%2026-03-312026-04-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR388 shares-2.51%2026-03-312026-04-13

ACWI ISHARES TR1.6K shares0.00%2026-03-312026-04-13

VOE VANGUARD INDEX FDS1.2K shares-1.66%2026-03-312026-04-13

BBHY J P MORGAN EXCHANGE TRADED F4.7K shares-16.56%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST4.1K shares-21.16%2026-03-312026-04-13

SDEM GLOBAL X FDS6.6K sharesnew addition2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST4.4K shares-26.40%2026-03-312026-04-13

BSMV INVESCO EXCH TRD SLF IDX FD10.1K shares-5.99%2026-03-312026-04-13

Sponsored

INTC INTEL CORP4.7K sharesnew addition2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP345 sharesnew addition2026-03-312026-04-13

BSMU INVESCO EXCH TRD SLF IDX FD9.4K shares-6.15%2026-03-312026-04-13

BSCQ INVESCO EXCH TRD SLF IDX FD10.4K shares0.00%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR6.1K shares-1.84%2026-03-312026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

5.53%

Shares1.8M

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

-1.89%

Shares1.2M

Event2026-03-31

Filed2026-04-13

AVDE

AMERICAN CENTY ETF TR

-2.47%

Shares617.2K

Event2026-03-31

Filed2026-04-13

SPYV

SPDR SERIES TRUST

-0.60%

Shares879.2K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

-0.41%

Shares487.1K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

2.24%

Shares128.5K

Event2026-03-31

Filed2026-04-13

SPIB

SPDR SERIES TRUST

-15.05%

Shares1.2M

Event2026-03-31

Filed2026-04-13

JMBS

JANUS DETROIT STR TR

-19.01%

Shares712.5K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

1.47%

Shares597.4K

Event2026-03-31

Filed2026-04-13

SPEM

SPDR INDEX SHS FDS

-0.88%

Shares585.9K

Event2026-03-31

Filed2026-04-13

VCRB

VANGUARD MALVERN FDS

14.83%

Shares320.7K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

-2.64%

Shares254.8K

Event2026-03-31

Filed2026-04-13

JSCP

J P MORGAN EXCHANGE TRADED F

6433.86%

Shares386.7K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

-0.35%

Shares351.5K

Event2026-03-31

Filed2026-04-13

IQDG

WISDOMTREE TR

-3.49%

Shares431.8K

Event2026-03-31

Filed2026-04-13

JBND

J P MORGAN EXCHANGE TRADED F

4.17%

Shares292.8K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

0.30%

Shares80.1K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

-0.70%

Shares204.9K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

1.57%

Shares51.2K

Event2026-03-31

Filed2026-04-13

VCRM

VANGUARD MUN BD FDS

-0.25%

Shares172.3K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

0.55%

Shares145.7K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

-1.26%

Shares66.6K

Event2026-03-31

Filed2026-04-13

AVMC

AMERICAN CENTY ETF TR

-1.39%

Shares165.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

3.23%

Shares31.7K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

4.83%

Shares145.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.61%

Shares62.5K

Event2026-03-31

Filed2026-04-13

JPIB

J P MORGAN EXCHANGE TRADED F

2.29%

Shares220.1K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-13

SPMD

SPDR SERIES TRUST

-0.26%

Shares169.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.12%

Shares33.3K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

-2.32%

Shares133.4K

Event2026-03-31

Filed2026-04-13

NUBD

NUSHARES ETF TR

4.01%

Shares423.9K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares212.3K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

-1.36%

Shares18.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

1.35%

Shares38.3K

Event2026-03-31

Filed2026-04-13

VSDM

VANGUARD MUN BD FDS

6.72%

Shares104.2K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

11.89%

Shares95.7K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

6.65%

Shares23.6K

Event2026-03-31

Filed2026-04-13

DFCF

DIMENSIONAL ETF TRUST

7.35%

Shares169.0K

Event2026-03-31

Filed2026-04-13

GARP

ISHARES TR

28.11%

Shares111.4K

Event2026-03-31

Filed2026-04-13

SCMB

SCHWAB STRATEGIC TR

-7.42%

Shares272.4K

Event2026-03-31

Filed2026-04-13

ISTB

ISHARES TR

-22.21%

Shares142.0K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

5.96%

Shares52.6K

Event2026-03-31

Filed2026-04-13