Sponsored

The Analysis of CHAPMAN FINANCIAL GROUP, LLC's Holdings & P&L

Currently, CHAPMAN FINANCIAL GROUP, LLC holds 265 types of securities in its portfolio with a total value $139.8M. In the most recent quarter, they have increased their positions in TIPX (+119.7K shares, valued at $2.3M), LEMB (+9.6K shares, valued at $389.7K), VMBS (+7.5K shares, valued at $353.3K); decreased their positions in N/A (-1.4K shares, valued at $391.0K), AAPL (-1.5K shares, valued at $381.7K), AMT (-1.8K shares, valued at $303.4K); initiated new positions in TIPX (+119.7K shares, valued at $2.3M), LEMB (+9.6K shares, valued at $389.7K), AVB (+1.8K shares, valued at $293.2K).

1M P&L

+2.8M+2.30%

3M P&L

-3.1M-2.44%

HY P&L

+828.4K+0.67%

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/A43.4M

35.6%

2Software - Infrastructure10.0M

8.2%

3Consumer Electronics7.3M

6.0%

Top Industries by Stock Count

1N/A119 stocks

51.1%

2Drug Manufacturers - General7 stocks

3.0%

3Aerospace & Defense6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.1K shares-2.52%2026-03-312026-05-12

AAPL APPLE INC25.5K shares-5.58%2026-03-312026-05-12

ALPHABET INC ALPHABET INC21.9K shares-5.87%2026-03-312026-05-12

MSFT MICROSOFT CORP13.7K shares0.25%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR161.7K shares-1.91%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO13.6K shares-5.81%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR151.8K shares-0.82%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR122.3K shares-0.19%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC13.5K shares-0.17%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC5.4K shares-0.42%2026-03-312026-05-12

PEP PEPSICO INC17.0K shares-2.78%2026-03-312026-05-12

KO COCA COLA CO30.4K shares-1.57%2026-03-312026-05-12

TIPX SPDR SERIES TRUST119.7K sharesnew addition2026-03-312026-05-12

BAC BANK AMERICA CORP45.2K shares-2.79%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC6.1K shares-2.61%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR64.0K shares-0.34%2026-03-312026-05-12

Sponsored

CITIGROUP INC CITIGROUP INC16.8K shares-2.42%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON6.7K shares0.63%2026-03-312026-05-12

LDOS LEIDOS HOLDINGS INC10.1K shares-2.43%2026-03-312026-05-12

USB US BANCORP29.8K shares-4.59%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC9.1K shares0.00%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC4.2K shares0.00%2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS30.6K shares32.60%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.4K shares0.00%2026-03-312026-05-12

Sponsored

BAUG INNOVATOR ETFS TRUST28.9K shares-15.07%2026-03-312026-05-12

IQV IQVIA HLDGS INC8.1K shares0.11%2026-03-312026-05-12

MBB ISHARES TR14.1K shares-0.16%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares-1.90%2026-03-312026-05-12

GNMA ISHARES TR29.6K shares5.18%2026-03-312026-05-12

CVX CHEVRON CORPORATION6.2K shares0.20%2026-03-312026-05-12

TOST TOAST INC48.0K shares0.33%2026-03-312026-05-12

BAB INVESCO EXCH TRADED FD TR II44.2K shares8.07%2026-03-312026-05-12

Sponsored

IDEV ISHARES TR14.0K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP3.7K shares-0.85%2026-03-312026-05-12

CBRE CBRE GROUP INC8.5K shares-10.31%2026-03-312026-05-12

EPI WISDOMTREE TR26.9K shares0.75%2026-03-312026-05-12

PG PROCTER & GAMBLE CO7.1K shares-0.82%2026-03-312026-05-12

BIP BROOKFIELD INFRASTRUCTURE PA27.4K shares0.00%2026-03-312026-05-12

NVDA NVIDIA CORPORATION5.6K shares-4.60%2026-03-312026-05-12

BJUL INNOVATOR ETFS TRUST18.9K shares-4.85%2026-03-312026-05-12

Sponsored

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN44.3K shares3.51%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC12.9K shares-0.77%2026-03-312026-05-12

V VISA INC3.1K shares0.33%2026-03-312026-05-12

WM WASTE MGMT INC DEL4.0K shares0.00%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC3.5K shares0.00%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR33.8K shares4.54%2026-03-312026-05-12

CRM SALESFORCE INC4.7K shares0.00%2026-03-312026-05-12

FANG DIAMONDBACK ENERGY INC4.4K shares-1.66%2026-03-312026-05-12

Sponsored

VTV VANGUARD INDEX FDS4.4K shares-3.32%2026-03-312026-05-12

ABBV ABBVIE INC3.9K shares-3.34%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR1.5K shares0.07%2026-03-312026-05-12

KDP KEURIG DR PEPPER INC31.8K shares1.20%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.6K shares0.04%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO2.6K shares-10.95%2026-03-312026-05-12

SBUX STARBUCKS CORP8.6K shares-7.21%2026-03-312026-05-12

IGOV ISHARES TR18.6K shares2.71%2026-03-312026-05-12

Sponsored

VIK VIKING HOLDINGS LTD10.3K shares0.00%2026-03-312026-05-12

FDX FEDEX CORP2.0K shares-3.29%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.5K shares-4.54%2026-03-312026-05-12

PFEB INNOVATOR ETFS TRUST17.2K shares0.81%2026-03-312026-05-12

ASML ASML HLDG NV508 shares1.40%2026-03-312026-05-12

HD HOME DEPOT INC2.0K shares0.99%2026-03-312026-05-12

PSEP INNOVATOR ETFS TRUST15.3K shares-6.46%2026-03-312026-05-12

SMBS SCHWAB STRATEGIC TR25.5K shares0.79%2026-03-312026-05-12

Sponsored

PICB INVESCO EXCH TRADED FD TR II28.1K shares53.56%2026-03-312026-05-12

LLY ELI LILLY & CO700 shares1.45%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST16.2K shares0.00%2026-03-312026-05-12

VXUS VANGUARD STAR FDS7.9K shares0.00%2026-03-312026-05-12

BUFF INNOVATOR ETFS TRUST12.1K shares5.21%2026-03-312026-05-12

DE DEERE & CO1.0K shares-3.25%2026-03-312026-05-12

IVV ISHARES TR896 shares0.00%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR18.9K shares-0.03%2026-03-312026-05-12

Sponsored

GWW WW GRAINGER INC500 shares0.00%2026-03-312026-05-12

FLJP FRANKLIN TEMPLETON ETF TR14.2K shares0.00%2026-03-312026-05-12

PAPR INNOVATOR ETFS TRUST12.8K shares-13.10%2026-03-312026-05-12

AMT AMERICAN TOWER CORP2.9K shares-37.41%2026-03-312026-05-12

D DOMINION ENERGY INC8.2K shares-8.42%2026-03-312026-05-12

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-12

EMR EMERSON ELEC CO3.6K shares1.20%2026-03-312026-05-12

Sponsored

VTEI VANGUARD MUN BD FDS4.4K shares68.57%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.5K shares-6.79%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L11.0K shares-4.91%2026-03-312026-05-12

ZTS ZOETIS INC3.5K shares-11.48%2026-03-312026-05-12

SCMB SCHWAB STRATEGIC TR16.1K shares0.00%2026-03-312026-05-12

NVS NOVARTIS AG2.6K shares-18.84%2026-03-312026-05-12

ABT ABBOTT LABORATORIES3.8K shares0.00%2026-03-312026-05-12

CMG CHIPOTLE MEXICAN GRILL INC12.3K shares0.00%2026-03-312026-05-12

Sponsored

BROADCOM INC BROADCOM INC1.3K shares0.00%2026-03-312026-05-12

LEMB ISHARES INC9.6K sharesnew addition2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR12.2K shares0.00%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR12.0K shares-28.46%2026-03-312026-05-12

WMT WALMART INC2.9K shares0.00%2026-03-312026-05-12

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO8.7K shares-2.24%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS6.8K shares-12.78%2026-03-312026-05-12

IEFA ISHARES TR3.6K shares0.00%2026-03-312026-05-12

Sponsored

EWU ISHARES TR7.2K shares0.00%2026-03-312026-05-12

BUFB INNOVATOR ETFS TRUST9.0K shares-1.58%2026-03-312026-05-12

WDAY WORKDAY INC2.5K shares-7.51%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F5.6K shares-26.24%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC2.5K shares-7.29%2026-03-312026-05-12

AVUS AMERICAN CENTY ETF TR2.7K shares0.00%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP443 shares-0.23%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.2K shares2.08%2026-03-312026-05-12

Sponsored

AVB AVALONBAY CMNTYS INC1.8K sharesnew addition2026-03-312026-05-12

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D150 shares0.00%2026-03-312026-05-12

UNP UNION PAC CORP1.1K shares0.00%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR11.2K shares-8.92%2026-03-312026-05-12

ALPHABET INC ALPHABET INC900 shares9.76%2026-03-312026-05-12

MTB M & T BK CORP1.3K shares0.00%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY877 shares-4.36%2026-03-312026-05-12

XAR SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-12

Sponsored

LOW LOWES COS INC1.0K shares0.00%2026-03-312026-05-12

VBR VANGUARD INDEX FDS1.1K shares-53.06%2026-03-312026-05-12

OKE ONEOK INC NEW2.7K shares-22.92%2026-03-312026-05-12

IEF ISHARES TR2.5K shares-3.89%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC2.4K shares-10.68%2026-03-312026-05-12

VGT VANGUARD WORLD FD334 shares0.00%2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR9.3K shares8.09%2026-03-312026-05-12

DIS DISNEY WALT CO2.4K shares0.00%2026-03-312026-05-12

Sponsored

SCHE SCHWAB STRATEGIC TR6.8K shares12.91%2026-03-312026-05-12

FAST FASTENAL CO4.8K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares3.57%2026-03-312026-05-12

CWI SPDR INDEX SHS FDS5.8K shares0.00%2026-03-312026-05-12

CSX CSX CORP5.0K shares0.00%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-03-312026-05-12

CEF SPROTT ASSET MANAGEMENT LP4.3K shares52.36%2026-03-312026-05-12

LYB LYONDELLBASELL INDUSTRIES NV2.5K shares0.00%2026-03-312026-05-12

Sponsored

J JACOBS SOLUTIONS INC1.6K shares0.00%2026-03-312026-05-12

PFE PFIZER INC7.0K shares-31.30%2026-03-312026-05-12

BAPR INNOVATOR ETFS TRUST4.0K shares0.00%2026-03-312026-05-12

BA BOEING CO976 shares17.17%2026-03-312026-05-12

LQD ISHARES TR1.8K shares-5.39%2026-03-312026-05-12

ZBH ZIMMER BIOMET HOLDINGS INC2.1K shares-19.97%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO3.0K shares-10.23%2026-03-312026-05-12

KYN KAYNE ANDERSON ENERGY INFRST12.6K shares0.00%2026-03-312026-05-12

Sponsored

DBEF DBX ETF TR3.5K shares0.00%2026-03-312026-05-12

TREX TREX INC4.5K shares-6.26%2026-03-312026-05-12

CSCO CISCO SYS INC2.1K shares0.00%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS2.0K shares-42.29%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS2.5K shares-34.47%2026-03-312026-05-12

VOE VANGUARD INDEX FDS793 shares-10.80%2026-03-312026-05-12

HII HUNTINGTON INGALLS INDS INC364 shares8.01%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-12

Sponsored

IJUL INNOVATOR ETFS TRUST3.9K shares0.00%2026-03-312026-05-12

IAUM ISHARES GOLD TR2.8K sharesnew addition2026-03-312026-05-12

PJUN INNOVATOR ETFS TRUST3.1K shares0.00%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS1.6K shares44.56%2026-03-312026-05-12

MA MASTERCARD INCORPORATED253 shares21.63%2026-03-312026-05-12

APRH INNOVATOR ETFS TRUST4.8K shares0.00%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC284 shares-40.21%2026-03-312026-05-12

F FORD MTR CO9.1K shares-7.11%2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T160 shares207.69%2026-03-312026-05-12

IGIB ISHARES TR1.9K sharesnew addition2026-03-312026-05-12

IMTB ISHARES TR2.3K shares0.00%2026-03-312026-05-12

ITOT ISHARES TR683 shares0.00%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP334 shares7.40%2026-03-312026-05-12

BLDR BUILDERS FIRSTSOURCE INC1.1K shares0.00%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR1.8K shares12.59%2026-03-312026-05-12

INTC INTEL CORP2.0K shares0.00%2026-03-312026-05-12

Sponsored

IJR ISHARES TR698 shares11.15%2026-03-312026-05-12

VBK VANGUARD INDEX FDS283 shares0.00%2026-03-312026-05-12

IGSB ISHARES TR1.6K sharesnew addition2026-03-312026-05-12

SO SOUTHERN CO840 shares0.00%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP275 shares-31.25%2026-03-312026-05-12

ASTS AST SPACEMOBILE INC878 shares0.00%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR2.4K shares-0.86%2026-03-312026-05-12

EXC EXELON CORP1.4K shares0.00%2026-03-312026-05-12

Sponsored

MEDTRONIC PLC MEDTRONIC PLC777 shares0.00%2026-03-312026-05-12

PPG PPG INDS INC622 shares0.00%2026-03-312026-05-12

SCHC SCHWAB STRATEGIC TR1.4K shares0.00%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP800 shares0.00%2026-03-312026-05-12

GLD SPDR GOLD TR147 shares72.94%2026-03-312026-05-12

YUM YUM BRANDS INC398 shares0.00%2026-03-312026-05-12

KTOS KRATOS DEFENSE & SEC SOLUTIO862 shares1.41%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP176 shares18.92%2026-03-312026-05-12

Sponsored

ADP AUTOMATIC DATA PROCESSING IN275 shares0.00%2026-03-312026-05-12

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY703 shares0.00%2026-03-312026-05-12

PJUL INNOVATOR ETFS TRUST1.2K shares-73.28%2026-03-312026-05-12

USMV ISHARES TR585 shares51.95%2026-03-312026-05-12

IFRA ISHARES TR946 shares0.00%2026-03-312026-05-12

SPHY SPDR SERIES TRUST2.3K shares0.17%2026-03-312026-05-12

DTCR GLOBAL X FDS2.2K shares0.00%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR393 sharesnew addition2026-03-312026-05-12

Sponsored

NTSX WISDOMTREE TR1.0K shares0.00%2026-03-312026-05-12

MO ALTRIA GROUP INC786 shares0.00%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS622 shares39.15%2026-03-312026-05-12

MET METLIFE INC700 shares0.00%2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC843 shares0.00%2026-03-312026-05-12

BTT BLACKROCK MUN TARGET TERM TR2.0K shares0.00%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR398 shares0.00%2026-03-312026-05-12

SPSM SPDR SERIES TRUST900 shares0.00%2026-03-312026-05-12

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW299 shares-54.28%2026-03-312026-05-12

BMAY INNOVATOR ETFS TRUST800 shares0.00%2026-03-312026-05-12

ULTA ULTA BEAUTY INC60 shares0.00%2026-03-312026-05-12

DGRW WISDOMTREE TR350 sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP50 shares0.00%2026-03-312026-05-12

TSLA TESLA INC81 shares0.00%2026-03-312026-05-12

UJUN INNOVATOR ETFS TRUST800 shares-33.33%2026-03-312026-05-12

CAT CATERPILLAR INC42 shares0.00%2026-03-312026-05-12

Sponsored

STIP ISHARES TR250 shares0.00%2026-03-312026-05-12

RIVN RIVIAN AUTOMOTIVE INC1.6K shares266.67%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GROUP300 shares0.00%2026-03-312026-05-12

BOCT INNOVATOR ETFS TRUST500 shares0.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS90 shares0.00%2026-03-312026-05-12

BJAN INNOVATOR ETFS TRUST350 shares-50.00%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST330 shares0.00%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC98 sharesnew addition2026-03-312026-05-12

Sponsored

BMAR INNOVATOR ETFS TRUST300 shares0.00%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS200 shares-87.50%2026-03-312026-05-12

BSEP INNOVATOR ETFS TRUST300 shares0.00%2026-03-312026-05-12

OGE OGE ENERGY CORP300 shares0.00%2026-03-312026-05-12

PJAN INNOVATOR ETFS TRUST300 shares0.00%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR300 shares0.00%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR220 shares0.00%2026-03-312026-05-12

IUSG ISHARES TR86 shares0.00%2026-03-312026-05-12

Sponsored

IUSV ISHARES TR130 shares0.00%2026-03-312026-05-12

DFSD DIMENSIONAL ETF TRUST267 shares0.00%2026-03-312026-05-12

PDEC INNOVATOR ETFS TRUST300 shares0.00%2026-03-312026-05-12

IEMG ISHARES INC172 shares52.21%2026-03-312026-05-12

AMGN AMGEN INC33 shares0.00%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC200 shares0.00%2026-03-312026-05-12

TJX TJX COS INC NEW70 sharesnew addition2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR436 shares0.00%2026-03-312026-05-12

Sponsored

TLH ISHARES TR97 shares0.00%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR65 sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC33 shares0.00%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 4014 sharesnew addition2026-03-312026-05-12

KR KROGER CO100 sharesnew addition2026-03-312026-05-12

VLO VALERO ENERGY CORP29 sharesnew addition2026-03-312026-05-12

NEE NEXTERA ENERGY INC72 sharesnew addition2026-03-312026-05-12

IVW ISHARES TR59 shares0.00%2026-03-312026-05-12

Sponsored

O REALTY INCOME CORP100 shares0.00%2026-03-312026-05-12

IAGG ISHARES TR122 shares0.00%2026-03-312026-05-12

VFH VANGUARD WORLD FD50 shares0.00%2026-03-312026-05-12

IVE ISHARES TR28 shares0.00%2026-03-312026-05-12

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC80 shares-78.95%2026-03-312026-05-12

TXN TEXAS INSTRS INC25 sharesnew addition2026-03-312026-05-12

BAC-PL BANK AMERICA CORP4 shares0.00%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC10 shares0.00%2026-03-312026-05-12

Sponsored

LAW CS DISCO INC1.0K shares0.00%2026-03-312026-05-12

BLZE BACKBLAZE INC1.0K shares0.00%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST16 shares0.00%2026-03-312026-05-12

FCOM FIDELITY COVINGTON TRUST49 shares0.00%2026-03-312026-05-12

AMBA AMBARELLA INC65 shares0.00%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR34 shares0.00%2026-03-312026-05-12

EMB ISHARES TR29 shares0.00%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F50 shares0.00%2026-03-312026-05-12

Sponsored

VOT VANGUARD INDEX FDS10 shares0.00%2026-03-312026-05-12

USIG ISHARES TR48 shares0.00%2026-03-312026-05-12

IYW ISHARES TR13 shares0.00%2026-03-312026-05-12

BARRICK MNG CORP BARRICK MNG CORP50 sharesnew addition2026-03-312026-05-12

ALAB ASTERA LABS INC15 shares0.00%2026-03-312026-05-12

SCHI SCHWAB STRATEGIC TR58 shares0.00%2026-03-312026-05-12

KIM KIMCO REALTY CORP50 sharesnew addition2026-03-312026-05-12

IONQ IONQ INC32 shares0.00%2026-03-312026-05-12

Sponsored

KARS KRANESHARES TRUST23 shares0.00%2026-03-312026-05-12

ABNB AIRBNB INC5 shares0.00%2026-03-312026-05-12

BTI BRITISH AMERN TOB PLC10 shares0.00%2026-03-312026-05-12

USHY ISHARES TR12 shares0.00%2026-03-312026-05-12

LUV SOUTHWEST AIRLS CO10 shares0.00%2026-03-312026-05-12

QS QUANTUMSCAPE CORP40 shares0.00%2026-03-312026-05-12

MRNA MODERNA INC5 shares0.00%2026-03-312026-05-12

PTON PELOTON INTERACTIVE INC30 shares0.00%2026-03-312026-05-12

Sponsored

LMND LEMONADE INC1 shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL

-2.52%

Shares14.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-5.58%

Shares25.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-5.87%

Shares21.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.25%

Shares13.7K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-1.91%

Shares161.7K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-5.81%

Shares13.6K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

-0.82%

Shares151.8K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

-0.19%

Shares122.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.17%

Shares13.5K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-0.42%

Shares5.4K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-2.78%

Shares17.0K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-1.57%

Shares30.4K

Event2026-03-31

Filed2026-05-12

TIPX

SPDR SERIES TRUST

New

Shares119.7K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-2.79%

Shares45.2K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.61%

Shares6.1K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-0.34%

Shares64.0K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

-2.42%

Shares16.8K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.63%

Shares6.7K

Event2026-03-31

Filed2026-05-12

LDOS

LEIDOS HOLDINGS INC

-2.43%

Shares10.1K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

-4.59%

Shares29.8K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-12

VMBS

VANGUARD SCOTTSDALE FDS

32.60%

Shares30.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BAUG

INNOVATOR ETFS TRUST

-15.07%

Shares28.9K

Event2026-03-31

Filed2026-05-12

IQV

IQVIA HLDGS INC

0.11%

Shares8.1K

Event2026-03-31

Filed2026-05-12

MBB

ISHARES TR

-0.16%

Shares14.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-1.90%

Shares2.2K

Event2026-03-31

Filed2026-05-12

GNMA

ISHARES TR

5.18%

Shares29.6K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

0.20%

Shares6.2K

Event2026-03-31

Filed2026-05-12

TOST

TOAST INC

0.33%

Shares48.0K

Event2026-03-31

Filed2026-05-12

BAB

INVESCO EXCH TRADED FD TR II

8.07%

Shares44.2K

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-0.85%

Shares3.7K

Event2026-03-31

Filed2026-05-12

CBRE

CBRE GROUP INC

-10.31%

Shares8.5K

Event2026-03-31

Filed2026-05-12

EPI

WISDOMTREE TR

0.75%

Shares26.9K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-0.82%

Shares7.1K

Event2026-03-31

Filed2026-05-12

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-4.60%

Shares5.6K

Event2026-03-31

Filed2026-05-12

BJUL

INNOVATOR ETFS TRUST

-4.85%

Shares18.9K

Event2026-03-31

Filed2026-05-12

ANNALY CAPITAL MANAGEMENT IN

3.51%

Shares44.3K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

-0.77%

Shares12.9K

Event2026-03-31

Filed2026-05-12

VISA INC

0.33%

Shares3.1K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

SCHP

SCHWAB STRATEGIC TR

4.54%

Shares33.8K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

FANG

DIAMONDBACK ENERGY INC

-1.66%

Shares4.4K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-3.32%

Shares4.4K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-3.34%

Shares3.9K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-12

KDP

KEURIG DR PEPPER INC

1.20%

Shares31.8K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.04%

Shares16.6K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

-10.95%

Shares2.6K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

-7.21%

Shares8.6K

Event2026-03-31

Filed2026-05-12

IGOV

ISHARES TR

2.71%

Shares18.6K

Event2026-03-31

Filed2026-05-12

VIK

VIKING HOLDINGS LTD

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

-3.29%

Shares2.0K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

-4.54%

Shares3.5K

Event2026-03-31

Filed2026-05-12

PFEB

INNOVATOR ETFS TRUST

0.81%

Shares17.2K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

1.40%

Shares508

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

0.99%

Shares2.0K

Event2026-03-31

Filed2026-05-12

PSEP

INNOVATOR ETFS TRUST

-6.46%

Shares15.3K

Event2026-03-31

Filed2026-05-12

SMBS

SCHWAB STRATEGIC TR

0.79%

Shares25.5K

Event2026-03-31

Filed2026-05-12

PICB

INVESCO EXCH TRADED FD TR II

53.56%

Shares28.1K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

1.45%

Shares700

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-12

BUFF

INNOVATOR ETFS TRUST

5.21%

Shares12.1K

Event2026-03-31

Filed2026-05-12

DEERE & CO

-3.25%

Shares1.0K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.00%

Shares896

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-0.03%

Shares18.9K

Event2026-03-31

Filed2026-05-12

GWW

WW GRAINGER INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

FLJP

FRANKLIN TEMPLETON ETF TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-12

PAPR

INNOVATOR ETFS TRUST

-13.10%

Shares12.8K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

-37.41%

Shares2.9K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC

-8.42%

Shares8.2K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

1.20%

Shares3.6K

Event2026-03-31

Filed2026-05-12

VTEI

VANGUARD MUN BD FDS

68.57%

Shares4.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-6.79%

Shares2.5K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

-4.91%

Shares11.0K

Event2026-03-31

Filed2026-05-12

ZTS

ZOETIS INC

-11.48%

Shares3.5K

Event2026-03-31

Filed2026-05-12

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG

-18.84%

Shares2.6K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-12

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

LEMB

ISHARES INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

-28.46%

Shares12.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

BROOKFIELD INFRASTRUCTURE CO

-2.24%

Shares8.7K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

-12.78%

Shares6.8K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

EWU

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-12

BUFB

INNOVATOR ETFS TRUST

-1.58%

Shares9.0K

Event2026-03-31

Filed2026-05-12

WDAY

WORKDAY INC

-7.51%

Shares2.5K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

-26.24%

Shares5.6K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-7.29%

Shares2.5K

Event2026-03-31

Filed2026-05-12

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

-0.23%

Shares443

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

2.08%

Shares1.2K

Event2026-03-31

Filed2026-05-12

AVB

AVALONBAY CMNTYS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

FIRST CTZNS BANCSHARES INC D

0.00%

Shares150

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

-8.92%

Shares11.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

9.76%

Shares900

Event2026-03-31

Filed2026-05-12

MTB

M & T BK CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC FORMERLY

-4.36%

Shares877

Event2026-03-31

Filed2026-05-12

XAR

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

-53.06%

Shares1.1K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW

-22.92%

Shares2.7K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

-3.89%

Shares2.5K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

-10.68%

Shares2.4K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

0.00%

Shares334

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

8.09%

Shares9.3K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

12.91%

Shares6.8K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

3.57%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CWI

SPDR INDEX SHS FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

CEF

SPROTT ASSET MANAGEMENT LP

52.36%

Shares4.3K

Event2026-03-31

Filed2026-05-12

LYB

LYONDELLBASELL INDUSTRIES NV

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

JACOBS SOLUTIONS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

-31.30%

Shares7.0K

Event2026-03-31

Filed2026-05-12

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BOEING CO

17.17%

Shares976

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

-5.39%

Shares1.8K

Event2026-03-31

Filed2026-05-12

ZBH

ZIMMER BIOMET HOLDINGS INC

-19.97%

Shares2.1K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

-10.23%

Shares3.0K

Event2026-03-31

Filed2026-05-12

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-12

DBEF

DBX ETF TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

TREX

TREX INC

-6.26%

Shares4.5K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

-42.29%

Shares2.0K

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

-34.47%

Shares2.5K

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

-10.80%

Shares793

Event2026-03-31

Filed2026-05-12

HII

HUNTINGTON INGALLS INDS INC

8.01%

Shares364

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IJUL

INNOVATOR ETFS TRUST

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-12

IAUM

ISHARES GOLD TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-12

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

44.56%

Shares1.6K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

21.63%

Shares253

Event2026-03-31

Filed2026-05-12

APRH

INNOVATOR ETFS TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

VOOG

VANGUARD ADMIRAL FDS INC

-40.21%

Shares284

Event2026-03-31

Filed2026-05-12

FORD MTR CO

-7.11%

Shares9.1K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

207.69%

Shares160

Event2026-03-31

Filed2026-05-12

IGIB

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

IMTB

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares683

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

7.40%

Shares334

Event2026-03-31

Filed2026-05-12

BLDR

BUILDERS FIRSTSOURCE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

12.59%

Shares1.8K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

11.15%

Shares698

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

0.00%

Shares283

Event2026-03-31

Filed2026-05-12

IGSB

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

0.00%

Shares840

Event2026-03-31

Filed2026-05-12

CEG

CONSTELLATION ENERGY CORP

-31.25%

Shares275

Event2026-03-31

Filed2026-05-12

ASTS

AST SPACEMOBILE INC

0.00%

Shares878

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-0.86%

Shares2.4K

Event2026-03-31

Filed2026-05-12

EXC

EXELON CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

0.00%

Shares777

Event2026-03-31

Filed2026-05-12

PPG

PPG INDS INC

0.00%

Shares622

Event2026-03-31

Filed2026-05-12

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP

0.00%

Shares800

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

72.94%

Shares147

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC

0.00%

Shares398

Event2026-03-31

Filed2026-05-12

KTOS

KRATOS DEFENSE & SEC SOLUTIO

1.41%

Shares862

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

18.92%

Shares176

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares275

Event2026-03-31

Filed2026-05-12

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares703

Event2026-03-31

Filed2026-05-12

PJUL

INNOVATOR ETFS TRUST

-73.28%

Shares1.2K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

51.95%

Shares585

Event2026-03-31

Filed2026-05-12

IFRA

ISHARES TR

0.00%

Shares946

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

0.17%

Shares2.3K

Event2026-03-31

Filed2026-05-12

DTCR

GLOBAL X FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

New

Shares393

Event2026-03-31

Filed2026-05-12

NTSX

WISDOMTREE TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

0.00%

Shares786

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

39.15%

Shares622

Event2026-03-31

Filed2026-05-12

MET

METLIFE INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-12

UNILEVER PLC

0.00%

Shares843

Event2026-03-31

Filed2026-05-12

BTT

BLACKROCK MUN TARGET TERM TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares398

Event2026-03-31

Filed2026-05-12

SPSM

SPDR SERIES TRUST

0.00%

Shares900

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

-54.28%

Shares299

Event2026-03-31

Filed2026-05-12

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares800

Event2026-03-31

Filed2026-05-12

ULTA

ULTA BEAUTY INC

0.00%

Shares60

Event2026-03-31

Filed2026-05-12

DGRW

WISDOMTREE TR

New

Shares350

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

0.00%

Shares50

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

0.00%

Shares81

Event2026-03-31

Filed2026-05-12

UJUN

INNOVATOR ETFS TRUST

-33.33%

Shares800

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.00%

Shares42

Event2026-03-31

Filed2026-05-12

STIP

ISHARES TR

0.00%

Shares250

Event2026-03-31

Filed2026-05-12

RIVN

RIVIAN AUTOMOTIVE INC

266.67%

Shares1.6K

Event2026-03-31

Filed2026-05-12

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

BOCT

INNOVATOR ETFS TRUST

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.00%

Shares90

Event2026-03-31

Filed2026-05-12

BJAN

INNOVATOR ETFS TRUST

-50.00%

Shares350

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares330

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

New

Shares98

Event2026-03-31

Filed2026-05-12

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

-87.50%

Shares200

Event2026-03-31

Filed2026-05-12

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

OGE

OGE ENERGY CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

0.00%

Shares220

Event2026-03-31

Filed2026-05-12

IUSG

ISHARES TR

0.00%

Shares86

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.00%

Shares130

Event2026-03-31

Filed2026-05-12

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares267

Event2026-03-31

Filed2026-05-12

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

52.21%

Shares172

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

0.00%

Shares33

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

New

Shares70

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares436

Event2026-03-31

Filed2026-05-12

TLH

ISHARES TR

0.00%

Shares97

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

New

Shares65

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares33

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares14

Event2026-03-31

Filed2026-05-12

KROGER CO

New

Shares100

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP

New

Shares29

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

New

Shares72

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

0.00%

Shares59

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-12

IAGG

ISHARES TR

0.00%

Shares122

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD WORLD FD

0.00%

Shares50

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

0.00%

Shares28

Event2026-03-31

Filed2026-05-12

STANLEY BLACK & DECKER INC

-78.95%

Shares80

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

New

Shares25

Event2026-03-31

Filed2026-05-12

BAC-PL

BANK AMERICA CORP

0.00%

Shares4

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

LAW

CS DISCO INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

BLZE

BACKBLAZE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares16

Event2026-03-31

Filed2026-05-12

FCOM

FIDELITY COVINGTON TRUST

0.00%

Shares49

Event2026-03-31

Filed2026-05-12

AMBA

AMBARELLA INC

0.00%

Shares65

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.00%

Shares34

Event2026-03-31

Filed2026-05-12

EMB

ISHARES TR

0.00%

Shares29

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares50

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

USIG

ISHARES TR

0.00%

Shares48

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

0.00%

Shares13

Event2026-03-31

Filed2026-05-12

BARRICK MNG CORP

New

Shares50

Event2026-03-31

Filed2026-05-12

ALAB

ASTERA LABS INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-12

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares58

Event2026-03-31

Filed2026-05-12

KIM

KIMCO REALTY CORP

New

Shares50

Event2026-03-31

Filed2026-05-12

IONQ

IONQ INC

0.00%

Shares32

Event2026-03-31

Filed2026-05-12

KARS

KRANESHARES TRUST

0.00%

Shares23

Event2026-03-31

Filed2026-05-12

ABNB

AIRBNB INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-12

BTI

BRITISH AMERN TOB PLC

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

USHY

ISHARES TR

0.00%

Shares12

Event2026-03-31

Filed2026-05-12

LUV

SOUTHWEST AIRLS CO

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

QUANTUMSCAPE CORP

0.00%

Shares40

Event2026-03-31

Filed2026-05-12

MRNA

MODERNA INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-12

PTON

PELOTON INTERACTIVE INC

0.00%

Shares30

Event2026-03-31

Filed2026-05-12

LMND

LEMONADE INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available