Sponsored

The Analysis of Charter Oak Capital Management, LLC's Holdings & P&L

Currently, Charter Oak Capital Management, LLC holds 208 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VUSB (+294.4K shares, valued at $14.7M), AGG (+47.3K shares, valued at $4.7M), IGIB (+71.9K shares, valued at $3.8M); decreased their positions in BSV (-76.4K shares, valued at $6.0M), IVV (-7.7K shares, valued at $5.0M), VEU (-38.3K shares, valued at $2.9M); initiated new positions in MPC (+1.0K shares, valued at $244.2K), KMI (+7.0K shares, valued at $235.4K), GEV (+254 shares, valued at $221.9K).

1M P&L

+34.6M+2.62%

3M P&L

+12.1M+0.90%

HY P&L

+69.5M+5.42%

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/A1.2B

93.0%

2Consumer Electronics19.5M

1.6%

3Semiconductors10.7M

0.9%

Top Industries by Stock Count

1N/A107 stocks

55.7%

2Semiconductors7 stocks

3.6%

3Drug Manufacturers - General5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR485.3K shares-1.56%2026-03-312026-04-24

AGG ISHARES TR1.9M shares2.55%2026-03-312026-04-24

VXUS VANGUARD STAR FDS1.7M shares0.79%2026-03-312026-04-24

IGIB ISHARES TR1.6M shares4.71%2026-03-312026-04-24

VXF VANGUARD INDEX FDS351.9K shares-1.71%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS705.8K shares-9.77%2026-03-312026-04-24

VUSB VANGUARD BD INDEX FDS872.9K shares50.89%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F474.9K shares-7.46%2026-03-312026-04-24

Sponsored

IXUS ISHARES TR390.9K shares-5.77%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS46.8K shares-2.37%2026-03-312026-04-24

AAPL APPLE INC76.9K shares-2.03%2026-03-312026-04-24

IGSB ISHARES TR232.3K shares-4.39%2026-03-312026-04-24

VSGX VANGUARD WORLD FD157.1K shares-0.03%2026-03-312026-04-24

ACWI ISHARES TR79.9K shares-1.19%2026-03-312026-04-24

SUSA ISHARES TR76.4K shares6.08%2026-03-312026-04-24

IUSV ISHARES TR93.6K shares4.06%2026-03-312026-04-24

Sponsored

ACWX ISHARES TR130.5K shares-3.37%2026-03-312026-04-24

IVW ISHARES TR66.4K shares-1.51%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS97.4K shares-10.32%2026-03-312026-04-24

NUBD NUSHARES ETF TR271.7K shares0.51%2026-03-312026-04-24

ESGV VANGUARD WORLD FD52.6K shares-0.75%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS37.3K shares54.26%2026-03-312026-04-24

IVE ISHARES TR23.9K shares-6.96%2026-03-312026-04-24

VTV VANGUARD INDEX FDS25.5K shares3.08%2026-03-312026-04-24

Sponsored

ADI ANALOG DEVICES INC15.4K shares-0.03%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T6.9K shares4.66%2026-03-312026-04-24

VUG VANGUARD INDEX FDS9.6K shares5.75%2026-03-312026-04-24

IXN ISHARES TR40.8K shares1.39%2026-03-312026-04-24

VTI VANGUARD INDEX FDS12.6K shares1.83%2026-03-312026-04-24

MSFT MICROSOFT CORP10.3K shares2.38%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS17.7K shares0.79%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS55.2K shares-8.23%2026-03-312026-04-24

Sponsored

SUSB ISHARES TR138.1K shares-4.35%2026-03-312026-04-24

EAGG ISHARES TR69.8K shares-6.36%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON12.8K shares-7.03%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO9.3K shares-6.95%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F32.3K shares-4.64%2026-03-312026-04-24

IHI ISHARES TR48.3K shares-1.18%2026-03-312026-04-24

MS MORGAN STANLEY15.5K shares-2.25%2026-03-312026-04-24

ESML ISHARES TR52.9K shares-7.38%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC11.1K shares40.47%2026-03-312026-04-24

IEFA ISHARES TR25.4K shares15.89%2026-03-312026-04-24

ESGD ISHARES TR23.9K shares-4.40%2026-03-312026-04-24

SPXL DIREXION SHARES ETF TRUST12.3K shares0.25%2026-03-312026-04-24

EUSB ISHARES TR48.5K shares37.26%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC10.1K shares-4.67%2026-03-312026-04-24

SLQD ISHARES TR39.9K shares-31.15%2026-03-312026-04-24

RTX RTX CORPORATION9.9K shares1.73%2026-03-312026-04-24

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-0.10%2026-03-312026-04-24

DSI ISHARES TR15.6K shares-0.58%2026-03-312026-04-24

ABBV ABBVIE INC8.4K shares-0.27%2026-03-312026-04-24

NVDA NVIDIA CORPORATION10.4K shares-2.91%2026-03-312026-04-24

XOM EXXON MOBIL CORP10.4K shares-14.68%2026-03-312026-04-24

TXN TEXAS INSTRS INC8.5K shares1.36%2026-03-312026-04-24

SUSC ISHARES TR71.0K shares-3.09%2026-03-312026-04-24

VPL VANGUARD INTL EQUITY INDEX F16.4K shares-5.82%2026-03-312026-04-24

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.6K shares0.07%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F11.4K shares3.55%2026-03-312026-04-24

ESGU ISHARES TR11.1K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC5.3K shares-1.89%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC17.4K shares0.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO10.3K shares-0.42%2026-03-312026-04-24

IYW ISHARES TR8.0K shares0.10%2026-03-312026-04-24

IEMG ISHARES INC20.3K shares40.99%2026-03-312026-04-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F25.5K shares-0.07%2026-03-312026-04-24

BROADCOM INC BROADCOM INC4.4K shares-0.63%2026-03-312026-04-24

WMT WALMART INC10.8K shares0.23%2026-03-312026-04-24

IDXX IDEXX LABS INC2.3K shares-1.35%2026-03-312026-04-24

CELESTICA INC CELESTICA INC4.5K shares-0.04%2026-03-312026-04-24

VHT VANGUARD WORLD FD4.7K shares0.26%2026-03-312026-04-24

ISTB ISHARES TR25.8K shares-16.43%2026-03-312026-04-24

VPU VANGUARD WORLD FD6.2K shares-2.83%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC4.3K shares-5.30%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS12.9K shares15.11%2026-03-312026-04-24

CRM SALESFORCE INC6.5K shares-1.34%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC9.8K shares-12.13%2026-03-312026-04-24

VB VANGUARD INDEX FDS4.4K shares14.51%2026-03-312026-04-24

NEE NEXTERA ENERGY INC12.4K shares-2.47%2026-03-312026-04-24

AMAT APPLIED MATLS INC3.2K shares-23.39%2026-03-312026-04-24

ITA ISHARES TR4.9K shares5.63%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-1.40%2026-03-312026-04-24

FHLC FIDELITY COVINGTON TRUST14.6K shares-11.91%2026-03-312026-04-24

LLY ELI LILLY & CO1.1K shares-0.18%2026-03-312026-04-24

SMMD ISHARES TR13.2K shares-3.89%2026-03-312026-04-24

CAT CATERPILLAR INC1.4K shares-1.33%2026-03-312026-04-24

IJH ISHARES TR14.5K shares6.52%2026-03-312026-04-24

IWM ISHARES TR3.9K shares-7.82%2026-03-312026-04-24

IWD ISHARES TR4.6K shares19.54%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC2.9K shares22.06%2026-03-312026-04-24

WSO WATSCO INC2.5K shares0.00%2026-03-312026-04-24

ITOT ISHARES TR6.1K shares-1.30%2026-03-312026-04-24

TSLA TESLA INC2.4K shares-7.25%2026-03-312026-04-24

YUM YUM BRANDS INC5.6K shares0.11%2026-03-312026-04-24

DE DEERE & CO1.5K shares-8.92%2026-03-312026-04-24

PEP PEPSICO INC5.4K shares-0.04%2026-03-312026-04-24

CVX CHEVRON CORPORATION4.0K shares2.59%2026-03-312026-04-24

Sponsored

MCD MCDONALDS CORP2.6K shares-1.35%2026-03-312026-04-24

V VISA INC2.6K shares-2.76%2026-03-312026-04-24

INTC INTEL CORP17.6K shares-18.50%2026-03-312026-04-24

VGT VANGUARD WORLD FD1.1K shares-21.41%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.4K shares-16.67%2026-03-312026-04-24

SUSL ISHARES TR6.2K shares0.00%2026-03-312026-04-24

SHY ISHARES TR8.4K shares-51.84%2026-03-312026-04-24

QCOM QUALCOMM INC5.2K shares0.25%2026-03-312026-04-24

Sponsored

REGN REGENERON PHARMACEUTICALS863 shares-9.92%2026-03-312026-04-24

VCEB VANGUARD WORLD FD10.5K shares3.30%2026-03-312026-04-24

IWF ISHARES TR1.5K shares1.94%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR12.7K shares0.00%2026-03-312026-04-24

SPMD SPDR SERIES TRUST10.3K shares-0.45%2026-03-312026-04-24

MA MASTERCARD INCORPORATED1.2K shares0.41%2026-03-312026-04-24

TJX TJX COS INC NEW3.7K shares-0.27%2026-03-312026-04-24

IYJ ISHARES TR3.9K shares-13.27%2026-03-312026-04-24

Sponsored

VV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-24

IJR ISHARES TR4.6K shares11.13%2026-03-312026-04-24

AMP AMERIPRISE FINL INC1.3K shares0.15%2026-03-312026-04-24

KO COCA COLA CO7.5K shares3.26%2026-03-312026-04-24

HON HONEYWELL INTL INC2.5K shares0.00%2026-03-312026-04-24

MKL MARKEL GROUP INC281 shares0.00%2026-03-312026-04-24

META META PLATFORMS INC897 shares1.01%2026-03-312026-04-24

CSCO CISCO SYS INC6.5K shares-24.38%2026-03-312026-04-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS6.2K shares0.15%2026-03-312026-04-24

HYS PIMCO ETF TR5.2K shares-4.53%2026-03-312026-04-24

IEUR ISHARES TR6.9K shares-11.39%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC2.3K shares0.61%2026-03-312026-04-24

EWC ISHARES INC8.5K shares-3.28%2026-03-312026-04-24

GLW CORNING INC3.3K shares-0.03%2026-03-312026-04-24

APH AMPHENOL CORP3.5K shares0.03%2026-03-312026-04-24

FDIS FIDELITY COVINGTON TRUST4.6K shares-24.51%2026-03-312026-04-24

Sponsored

XLK SELECT SECTOR SPDR TR3.2K shares-8.62%2026-03-312026-04-24

ONEQ FIDELITY COMWLTH TR5.0K shares0.00%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-30.25%2026-03-312026-04-24

ALL ALLSTATE CORP2.0K shares-2.91%2026-03-312026-04-24

ICSH ISHARES TR8.1K shares-5.32%2026-03-312026-04-24

INTU INTUIT918 shares0.33%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.4K shares-1.21%2026-03-312026-04-24

YUMC YUM CHINA HLDGS INC8.1K shares0.00%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES3.8K shares-6.58%2026-03-312026-04-24

T AT&T INC13.5K shares-20.18%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares4.00%2026-03-312026-04-24

SMH VANECK ETF TRUST990 shares0.00%2026-03-312026-04-24

TXT TEXTRON INC4.3K shares0.00%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR3.4K shares-16.36%2026-03-312026-04-24

SPTI SPDR SERIES TRUST12.7K shares-1.47%2026-03-312026-04-24

IYF ISHARES TR3.0K shares0.36%2026-03-312026-04-24

Sponsored

MUB ISHARES TR3.4K shares-13.99%2026-03-312026-04-24

LOW LOWES COS INC1.5K shares-0.07%2026-03-312026-04-24

ORCL ORACLE CORP2.4K shares-4.39%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR3.2K shares-3.01%2026-03-312026-04-24

FCOM FIDELITY COVINGTON TRUST5.0K shares-0.65%2026-03-312026-04-24

AFL AFLAC INC3.1K shares0.32%2026-03-312026-04-24

BAC BANK AMERICA CORP6.9K shares-3.68%2026-03-312026-04-24

BA BOEING CO1.7K shares-8.43%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC942 shares-0.32%2026-03-312026-04-24

VDC VANGUARD WORLD FD1.4K shares-12.08%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC6.4K shares-11.12%2026-03-312026-04-24

SSO PROSHARES TR6.2K shares0.00%2026-03-312026-04-24

TIP ISHARES TR2.9K shares0.00%2026-03-312026-04-24

MINT PIMCO ETF TR3.2K shares0.00%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L8.4K shares-1.87%2026-03-312026-04-24

DGRW WISDOMTREE TR3.6K shares0.03%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.3.2K shares1.76%2026-03-312026-04-24

DIS DISNEY WALT CO3.2K shares12.72%2026-03-312026-04-24

SIBN SI BONE INC24.0K shares0.00%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.1K shares-4.30%2026-03-312026-04-24

XJR ISHARES TR6.9K shares5.87%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC1.8K shares-0.83%2026-03-312026-04-24

IRM IRON MTN INC DEL2.9K shares0.00%2026-03-312026-04-24

GOVT ISHARES TR12.7K shares-19.65%2026-03-312026-04-24

Sponsored

BLACKROCK INC BLACKROCK INC294 shares-10.09%2026-03-312026-04-24

XJH ISHARES TR6.2K shares2.28%2026-03-312026-04-24

GLD SPDR GOLD TR648 shares0.00%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR4.5K shares-7.85%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP1.5K shares-0.88%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION266 shares0.00%2026-03-312026-04-24

NUEM NUSHARES ETF TR7.0K shares-1.55%2026-03-312026-04-24

NEAR ISHARES U S ETF TR5.0K shares-16.73%2026-03-312026-04-24

Sponsored

THE CIGNA GROUP THE CIGNA GROUP944 shares-21.85%2026-03-312026-04-24

O REALTY INCOME CORP4.1K shares0.00%2026-03-312026-04-24

EVUS ISHARES TR7.8K shares0.00%2026-03-312026-04-24

ESGE ISHARES INC5.4K shares7.17%2026-03-312026-04-24

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP2.1K shares-3.57%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares0.44%2026-03-312026-04-24

ES EVERSOURCE ENERGY3.5K shares0.00%2026-03-312026-04-24

Sponsored

KMI KINDER MORGAN INC DEL7.0K sharesnew addition2026-03-312026-04-24

FLOT ISHARES TR4.6K shares-17.07%2026-03-312026-04-24

GRID FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-04-24

FENY FIDELITY COVINGTON TRUST6.7K shares-42.15%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS2.5K shares-11.34%2026-03-312026-04-24

GEV GE VERNOVA INC254 sharesnew addition2026-03-312026-04-24

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-04-24

EMR EMERSON ELEC CO1.7K shares-1.18%2026-03-312026-04-24

Sponsored

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-24

DVY ISHARES TR1.4K shares0.00%2026-03-312026-04-24

CB CHUBB LTD SWITZ659 shares0.00%2026-03-312026-04-24

SHV ISHARES TR1.9K shares-13.87%2026-03-312026-04-24

BNDW VANGUARD SCOTTSDALE FDS3.1K shares-17.59%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC459 shares0.22%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP609 shares0.33%2026-03-312026-04-24

IYG ISHARES TR2.5K shares-36.34%2026-03-312026-04-24

Sponsored

NVS NOVARTIS AG1.4K sharesnew addition2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP2.7K shares-1.12%2026-03-312026-04-24

USMV ISHARES TR2.2K shares-0.27%2026-03-312026-04-24

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP944 sharesnew addition2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION3.6K sharesnew addition2026-03-312026-04-24

D DOMINION ENERGY INC3.3K sharesnew addition2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I692 sharesnew addition2026-03-312026-04-24

Sponsored

IVV

ISHARES TR

-1.56%

Shares485.3K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

2.55%

Shares1.9M

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

0.79%

Shares1.7M

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

4.71%

Shares1.6M

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

-1.71%

Shares351.9K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

-9.77%

Shares705.8K

Event2026-03-31

Filed2026-04-24

VUSB

VANGUARD BD INDEX FDS

50.89%

Shares872.9K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

-7.46%

Shares474.9K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

-5.77%

Shares390.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.37%

Shares46.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-2.03%

Shares76.9K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

-4.39%

Shares232.3K

Event2026-03-31

Filed2026-04-24

VSGX

VANGUARD WORLD FD

-0.03%

Shares157.1K

Event2026-03-31

Filed2026-04-24

ACWI

ISHARES TR

-1.19%

Shares79.9K

Event2026-03-31

Filed2026-04-24

SUSA

ISHARES TR

6.08%

Shares76.4K

Event2026-03-31

Filed2026-04-24

IUSV

ISHARES TR

4.06%

Shares93.6K

Event2026-03-31

Filed2026-04-24

ACWX

ISHARES TR

-3.37%

Shares130.5K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

-1.51%

Shares66.4K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

-10.32%

Shares97.4K

Event2026-03-31

Filed2026-04-24

NUBD

NUSHARES ETF TR

0.51%

Shares271.7K

Event2026-03-31

Filed2026-04-24

ESGV

VANGUARD WORLD FD

-0.75%

Shares52.6K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

54.26%

Shares37.3K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-6.96%

Shares23.9K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

3.08%

Shares25.5K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

-0.03%

Shares15.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

4.66%

Shares6.9K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

5.75%

Shares9.6K

Event2026-03-31

Filed2026-04-24

IXN

ISHARES TR

1.39%

Shares40.8K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

1.83%

Shares12.6K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

2.38%

Shares10.3K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

0.79%

Shares17.7K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-8.23%

Shares55.2K

Event2026-03-31

Filed2026-04-24

SUSB

ISHARES TR

-4.35%

Shares138.1K

Event2026-03-31

Filed2026-04-24

EAGG

ISHARES TR

-6.36%

Shares69.8K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-7.03%

Shares12.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-6.95%

Shares9.3K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

-4.64%

Shares32.3K

Event2026-03-31

Filed2026-04-24

IHI

ISHARES TR

-1.18%

Shares48.3K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-2.25%

Shares15.5K

Event2026-03-31

Filed2026-04-24

ESML

ISHARES TR

-7.38%

Shares52.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

40.47%

Shares11.1K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

15.89%

Shares25.4K

Event2026-03-31

Filed2026-04-24

ESGD

ISHARES TR

-4.40%

Shares23.9K

Event2026-03-31

Filed2026-04-24

SPXL

DIREXION SHARES ETF TRUST

0.25%

Shares12.3K

Event2026-03-31

Filed2026-04-24

EUSB

ISHARES TR

37.26%

Shares48.5K

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

-4.67%

Shares10.1K

Event2026-03-31

Filed2026-04-24

SLQD

ISHARES TR

-31.15%

Shares39.9K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

1.73%

Shares9.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-0.10%

Shares4.0K

Event2026-03-31

Filed2026-04-24

DSI

ISHARES TR

-0.58%

Shares15.6K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-0.27%

Shares8.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.91%

Shares10.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-14.68%

Shares10.4K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

1.36%

Shares8.5K

Event2026-03-31

Filed2026-04-24

SUSC

ISHARES TR

-3.09%

Shares71.0K

Event2026-03-31

Filed2026-04-24

VPL

VANGUARD INTL EQUITY INDEX F

-5.82%

Shares16.4K

Event2026-03-31

Filed2026-04-24

TE CONNECTIVITY PLC

0.07%

Shares7.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

3.55%

Shares11.4K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.89%

Shares5.3K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-0.42%

Shares10.3K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

0.10%

Shares8.0K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

40.99%

Shares20.3K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-0.07%

Shares25.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-0.63%

Shares4.4K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

0.23%

Shares10.8K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX LABS INC

-1.35%

Shares2.3K

Event2026-03-31

Filed2026-04-24

CELESTICA INC

-0.04%

Shares4.5K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

0.26%

Shares4.7K

Event2026-03-31

Filed2026-04-24

ISTB

ISHARES TR

-16.43%

Shares25.8K

Event2026-03-31

Filed2026-04-24

VPU

VANGUARD WORLD FD

-2.83%

Shares6.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-5.30%

Shares4.3K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

15.11%

Shares12.9K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-1.34%

Shares6.5K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-12.13%

Shares9.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

14.51%

Shares4.4K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

-2.47%

Shares12.4K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-23.39%

Shares3.2K

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

5.63%

Shares4.9K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-1.40%

Shares1.8K

Event2026-03-31

Filed2026-04-24

FHLC

FIDELITY COVINGTON TRUST

-11.91%

Shares14.6K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-24

SMMD

ISHARES TR

-3.89%

Shares13.2K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-1.33%

Shares1.4K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

6.52%

Shares14.5K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

-7.82%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

19.54%

Shares4.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

22.06%

Shares2.9K

Event2026-03-31

Filed2026-04-24

WSO

WATSCO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

-1.30%

Shares6.1K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-7.25%

Shares2.4K

Event2026-03-31

Filed2026-04-24

YUM

YUM BRANDS INC

0.11%

Shares5.6K

Event2026-03-31

Filed2026-04-24

DEERE & CO

-8.92%

Shares1.5K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-0.04%

Shares5.4K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

2.59%

Shares4.0K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-1.35%

Shares2.6K

Event2026-03-31

Filed2026-04-24

VISA INC

-2.76%

Shares2.6K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-18.50%

Shares17.6K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

-21.41%

Shares1.1K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

-16.67%

Shares1.4K

Event2026-03-31

Filed2026-04-24

SUSL

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

-51.84%

Shares8.4K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

0.25%

Shares5.2K

Event2026-03-31

Filed2026-04-24

REGN

REGENERON PHARMACEUTICALS

-9.92%

Shares863

Event2026-03-31

Filed2026-04-24

VCEB

VANGUARD WORLD FD

3.30%

Shares10.5K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

1.94%

Shares1.5K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-24

SPMD

SPDR SERIES TRUST

-0.45%

Shares10.3K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

0.41%

Shares1.2K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-0.27%

Shares3.7K

Event2026-03-31

Filed2026-04-24

IYJ

ISHARES TR

-13.27%

Shares3.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

11.13%

Shares4.6K

Event2026-03-31

Filed2026-04-24

AMP

AMERIPRISE FINL INC

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

3.26%

Shares7.5K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

MKL

MARKEL GROUP INC

0.00%

Shares281

Event2026-03-31

Filed2026-04-24