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The Analysis of Cherry Tree Wealth Management, LLC's Holdings & P&L

Currently, Cherry Tree Wealth Management, LLC holds 582 types of securities in its portfolio with a total value $472.7M. In the most recent quarter, they have increased their positions in DFCF (+26.1K shares, valued at $1.1M), SPSB (+35.7K shares, valued at $1.1M), VTIP (+13.2K shares, valued at $660.9K); decreased their positions in VTV (-4.6K shares, valued at $894.3K), GDX (-7.5K shares, valued at $688.0K), VBR (-2.5K shares, valued at $535.1K); initiated new positions in VSDM (+3.6K shares, valued at $276.2K), IWR (+509 shares, valued at $49.5K), FDIS (+345 shares, valued at $32.2K).

1M P&L

+8.1M+1.71%

3M P&L

-4.7M-0.96%

HY P&L

+24.9M+5.45%

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/A421.4M

93.1%

2Industrial Distribution4.1M

0.9%

3Consumer Electronics3.3M

0.7%

Top Industries by Stock Count

1N/A306 stocks

56.4%

2Specialty Industrial Machinery10 stocks

1.8%

3Banks - Regional8 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB SPDR SERIES TRUST650.1K shares1.21%2026-03-312026-05-05

SPSB SPDR SERIES TRUST701.3K shares5.36%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS280.7K shares3.13%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS301.5K shares0.76%2026-03-312026-05-05

VTV VANGUARD INDEX FDS94.3K shares-4.61%2026-03-312026-05-05

IVV ISHARES TR23.8K shares-1.54%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS91.3K shares-0.81%2026-03-312026-05-05

FLRN SPDR SERIES TRUST435.9K shares2.37%2026-03-312026-05-05

Sponsored

VB VANGUARD INDEX FDS48.1K shares0.91%2026-03-312026-05-05

VBR VANGUARD INDEX FDS56.1K shares-4.20%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST304.0K shares-2.34%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS138.5K shares1.18%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR222.2K shares-4.42%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS133.4K shares3.00%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F139.1K shares-1.60%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS189.3K shares7.52%2026-03-312026-05-05

Sponsored

AVLV AMERICAN CENTY ETF TR106.1K shares1.07%2026-03-312026-05-05

FNDC SCHWAB STRATEGIC TR180.3K shares-0.79%2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS87.9K shares-0.62%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS144.9K shares-0.26%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F123.7K shares-2.78%2026-03-312026-05-05

VXUS VANGUARD STAR FDS84.2K shares-2.06%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T33.7K shares2.09%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST129.9K shares-0.70%2026-03-312026-05-05

Sponsored

IBDT ISHARES TR233.4K shares0.34%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR73.3K shares-1.96%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST88.6K shares-2.20%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR198.7K shares0.27%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS54.2K shares4.68%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II63.9K shares-4.51%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST123.9K shares3.64%2026-03-312026-05-05

IBDU ISHARES TR195.6K shares-0.31%2026-03-312026-05-05

Sponsored

DFGR DIMENSIONAL ETF TRUST157.4K shares4.58%2026-03-312026-05-05

IBDS ISHARES TR171.2K shares-1.64%2026-03-312026-05-05

VTI VANGUARD INDEX FDS12.9K shares-1.91%2026-03-312026-05-05

TITN TITAN MACHY INC245.5K shares1.43%2026-03-312026-05-05

VBIL VANGUARD INSTL INDEX FD52.8K shares11.18%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR35.9K shares0.78%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST109.9K shares0.00%2026-03-312026-05-05

DFCF DIMENSIONAL ETF TRUST84.7K shares44.45%2026-03-312026-05-05

Sponsored

AAPL APPLE INC13.1K shares-1.41%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS5.5K shares-1.32%2026-03-312026-05-05

MSFT MICROSOFT CORP8.0K shares0.10%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR114.1K shares-2.22%2026-03-312026-05-05

TROW PRICE T ROWE GROUP INC28.2K shares0.00%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F41.9K shares-14.68%2026-03-312026-05-05

ITOT ISHARES TR15.9K shares-3.76%2026-03-312026-05-05

AGG ISHARES TR22.2K shares1.90%2026-03-312026-05-05

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.1K shares-7.26%2026-03-312026-05-05

EA SERIES TRUST EA SERIES TRUST40.0K shares0.00%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F38.0K shares9.08%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST26.3K shares0.31%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR72.2K shares16.28%2026-03-312026-05-05

DHS WISDOMTREE TR16.5K shares-3.54%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS29.7K shares3.98%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST31.9K shares-0.98%2026-03-312026-05-05

Sponsored

IEFA ISHARES TR18.3K shares-0.08%2026-03-312026-05-05

IBDV ISHARES TR74.6K shares2.56%2026-03-312026-05-05

NVDA NVIDIA CORPORATION9.1K shares-5.17%2026-03-312026-05-05

EMR EMERSON ELEC CO12.1K shares0.00%2026-03-312026-05-05

SCHZ SCHWAB STRATEGIC TR67.8K shares-1.53%2026-03-312026-05-05

VUG VANGUARD INDEX FDS3.5K shares-0.25%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F9.9K shares-10.79%2026-03-312026-05-05

LLY ELI LILLY & CO1.5K shares0.13%2026-03-312026-05-05

Sponsored

SPYM SPDR SERIES TRUST16.1K shares0.00%2026-03-312026-05-05

USMV ISHARES TR13.2K shares-1.39%2026-03-312026-05-05

IBDW ISHARES TR54.3K shares3.00%2026-03-312026-05-05

IWM ISHARES TR4.4K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC3.4K shares-2.16%2026-03-312026-05-05

MMM 3M CO6.8K shares-5.09%2026-03-312026-05-05

IEMG ISHARES INC13.1K shares-3.48%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F16.2K shares-8.34%2026-03-312026-05-05

Sponsored

ESGV VANGUARD WORLD FD7.8K shares-0.85%2026-03-312026-05-05

SKOR FLEXSHARES TR17.3K shares-10.29%2026-03-312026-05-05

QUAL ISHARES TR3.9K shares0.00%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO2.5K shares0.00%2026-03-312026-05-05

EFV ISHARES TR9.8K shares-1.95%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC8.4K shares-24.74%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.5K shares2.41%2026-03-312026-05-05

STPZ PIMCO ETF TR13.2K shares-0.45%2026-03-312026-05-05

Sponsored

IXUS ISHARES TR8.2K shares-0.80%2026-03-312026-05-05

IBDR ISHARES TR29.4K shares-27.61%2026-03-312026-05-05

PGX INVESCO EXCH TRADED FD TR II65.1K shares-6.43%2026-03-312026-05-05

DISV DIMENSIONAL ETF TRUST16.8K shares-7.38%2026-03-312026-05-05

VRP INVESCO EXCH TRADED FD TR II27.1K shares-42.81%2026-03-312026-05-05

FTEC FIDELITY COVINGTON TRUST2.9K shares24.02%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR12.6K shares0.61%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST16.8K shares-0.95%2026-03-312026-05-05

Sponsored

SCHE SCHWAB STRATEGIC TR17.1K shares-0.63%2026-03-312026-05-05

VV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.00%2026-03-312026-05-05

PG PROCTER & GAMBLE CO3.6K shares-11.49%2026-03-312026-05-05

IBDX ISHARES TR20.5K shares4.65%2026-03-312026-05-05

IDV ISHARES TR11.9K shares-6.19%2026-03-312026-05-05

EEMV ISHARES INC7.5K shares-1.27%2026-03-312026-05-05

VPU VANGUARD WORLD FD2.5K shares-1.41%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC2.3K shares0.48%2026-03-312026-05-05

SHY ISHARES TR5.8K shares0.00%2026-03-312026-05-05

IGSB ISHARES TR9.0K shares0.52%2026-03-312026-05-05

IJR ISHARES TR3.8K shares0.00%2026-03-312026-05-05

USB US BANCORP8.8K shares-5.40%2026-03-312026-05-05

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-05

SUB ISHARES TR4.0K shares0.00%2026-03-312026-05-05

EFAV ISHARES TR4.7K shares-16.14%2026-03-312026-05-05

Sponsored

WMT WALMART INC3.3K shares0.51%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR4.0K shares3.99%2026-03-312026-05-05

IWS ISHARES TR2.7K shares-4.12%2026-03-312026-05-05

LII LENNOX INTL INC836 shares9.86%2026-03-312026-05-05

CAT CATERPILLAR INC545 shares0.00%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST9.8K shares-14.51%2026-03-312026-05-05

IWP ISHARES TR3.0K shares-7.99%2026-03-312026-05-05

FHLC FIDELITY COVINGTON TRUST5.3K shares0.00%2026-03-312026-05-05

Sponsored

PEP PEPSICO INC2.3K shares0.00%2026-03-312026-05-05

IWB ISHARES TR997 shares-9.53%2026-03-312026-05-05

DES WISDOMTREE TR9.8K shares0.00%2026-03-312026-05-05

TDTT FLEXSHARES TR14.5K shares-15.57%2026-03-312026-05-05

NVDL GRANITESHARES ETF TR4.8K shares7.50%2026-03-312026-05-05

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

JPM JPMORGAN CHASE & CO1.2K shares-58.85%2026-03-312026-05-05

SDY SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-05

Sponsored

INVESCO QQQ TR INVESCO QQQ TR582 shares17.34%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR10.9K shares0.00%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST4.7K shares0.00%2026-03-312026-05-05

MUB ISHARES TR3.0K shares-18.57%2026-03-312026-05-05

VSGX VANGUARD WORLD FD4.4K shares0.89%2026-03-312026-05-05

BSCW INVESCO EXCH TRD SLF IDX FD15.1K shares0.00%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.8K shares-1.87%2026-03-312026-05-05

HRL HORMEL FOODS CORP13.7K shares0.00%2026-03-312026-05-05

Sponsored

IBDY ISHARES TR11.6K shares0.00%2026-03-312026-05-05

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-05-05

EDIV SPDR INDEX SHS FDS7.5K shares-1.65%2026-03-312026-05-05

FSTA FIDELITY COVINGTON TRUST5.5K shares0.00%2026-03-312026-05-05

DLN WISDOMTREE TR3.2K shares-4.74%2026-03-312026-05-05

MTUM ISHARES TR1.2K shares3.45%2026-03-312026-05-05

GGG GRACO INC3.4K shares0.00%2026-03-312026-05-05

WFC WELLS FARGO & CO3.6K shares0.00%2026-03-312026-05-05

Sponsored

TOTL SSGA ACTIVE ETF TR7.1K shares-11.79%2026-03-312026-05-05

VSDM VANGUARD MUN BD FDS3.6K sharesnew addition2026-03-312026-05-05

VFMF VANGUARD WELLINGTON FD1.8K shares0.00%2026-03-312026-05-05

WPC WP CAREY INC4.0K shares0.00%2026-03-312026-05-05

RTX RTX CORPORATION1.4K shares0.00%2026-03-312026-05-05

CMF ISHARES TR4.7K shares0.00%2026-03-312026-05-05

IBTG ISHARES TR11.4K shares0.00%2026-03-312026-05-05

BSCV INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2026-03-312026-05-05

Sponsored

XLP SELECT SECTOR SPDR TR3.0K shares27.46%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON975 shares-45.01%2026-03-312026-05-05

FNDA SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP738 shares-17.17%2026-03-312026-05-05

DGRW WISDOMTREE TR2.6K shares0.86%2026-03-312026-05-05

NUBD NUSHARES ETF TR10.1K shares15.29%2026-03-312026-05-05

DLS WISDOMTREE TR2.7K shares0.00%2026-03-312026-05-05

Sponsored

IBTH ISHARES TR9.9K shares0.00%2026-03-312026-05-05

IQLT ISHARES TR4.8K shares0.00%2026-03-312026-05-05

NOBL PROSHARES TR2.0K shares-9.44%2026-03-312026-05-05

VNQI VANGUARD INTL EQUITY INDEX F4.7K shares-5.18%2026-03-312026-05-05

AMP AMERIPRISE FINL INC474 shares0.00%2026-03-312026-05-05

DFIS DIMENSIONAL ETF TRUST6.2K shares-5.68%2026-03-312026-05-05

FLOT ISHARES TR4.1K shares0.00%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND450 shares0.00%2026-03-312026-05-05

Sponsored

ABT ABBOTT LABORATORIES2.0K shares0.00%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC741 shares-3.64%2026-03-312026-05-05

DIHP DIMENSIONAL ETF TRUST6.1K shares0.00%2026-03-312026-05-05

IJH ISHARES TR2.9K shares0.00%2026-03-312026-05-05

KO COCA COLA CO2.5K shares0.00%2026-03-312026-05-05

AAXJ ISHARES TR1.9K shares0.00%2026-03-312026-05-05

SUSB ISHARES TR7.3K shares19.46%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC674 shares0.00%2026-03-312026-05-05

Sponsored

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

TGT TARGET CORP1.4K shares0.07%2026-03-312026-05-05

GLD SPDR GOLD TR399 shares-2.68%2026-03-312026-05-05

IBHF ISHARES TR7.4K shares-2.86%2026-03-312026-05-05

DDWM WISDOMTREE TR3.7K shares15.50%2026-03-312026-05-05

IYW ISHARES TR888 shares0.00%2026-03-312026-05-05

EFA ISHARES TR1.7K shares-7.35%2026-03-312026-05-05

IWN ISHARES TR842 shares-19.27%2026-03-312026-05-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS3.3K shares0.00%2026-03-312026-05-05

EPP ISHARES INC2.9K shares-2.41%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS634 shares0.00%2026-03-312026-05-05

EEM ISHARES TR2.7K shares0.00%2026-03-312026-05-05

MGK VANGUARD WORLD FD411 shares0.00%2026-03-312026-05-05

VGT VANGUARD WORLD FD215 shares0.00%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC9.3K shares0.00%2026-03-312026-05-05

CSCO CISCO SYS INC1.9K shares0.00%2026-03-312026-05-05

Sponsored

VO VANGUARD INDEX FDS499 shares0.00%2026-03-312026-05-05

IBTJ ISHARES TR6.3K shares0.00%2026-03-312026-05-05

IBTI ISHARES TR6.0K shares0.00%2026-03-312026-05-05

ZTS ZOETIS INC1.1K shares0.00%2026-03-312026-05-05

IBHH ISHARES TR5.7K shares-3.61%2026-03-312026-05-05

GIS GENERAL MILLS INC3.6K shares1.27%2026-03-312026-05-05

NFLX NETFLIX INC.1.4K shares0.00%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR822 shares7.59%2026-03-312026-05-05

Sponsored

HD HOME DEPOT INC392 shares0.00%2026-03-312026-05-05

FELV FIDELITY COVINGTON TRUST3.6K shares0.00%2026-03-312026-05-05

SMB VANECK ETF TRUST7.2K shares-16.87%2026-03-312026-05-05

SLV ISHARES SILVER TR1.8K shares0.00%2026-03-312026-05-05

SPTM SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-05-05

MO ALTRIA GROUP INC1.8K shares0.00%2026-03-312026-05-05

PFF ISHARES TR4.0K shares0.00%2026-03-312026-05-05

XEL XCEL ENERGY INC1.5K shares-18.70%2026-03-312026-05-05

Sponsored

VFH VANGUARD WORLD FD948 shares0.00%2026-03-312026-05-05

PSLV SPROTT ASSET MANAGEMENT LP4.7K shares-65.73%2026-03-312026-05-05

AMGN AMGEN INC310 shares0.00%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION109 shares-27.33%2026-03-312026-05-05

IEF ISHARES TR1.1K shares205.12%2026-03-312026-05-05

HYG ISHARES TR1.3K shares-2.34%2026-03-312026-05-05

IBDZ ISHARES TR4.0K shares-8.92%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR707 shares5.84%2026-03-312026-05-05

Sponsored

IWY ISHARES TR415 shares0.00%2026-03-312026-05-05

CVX CHEVRON CORPORATION482 shares0.00%2026-03-312026-05-05

META META PLATFORMS INC173 shares1.76%2026-03-312026-05-05

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

O REALTY INCOME CORP1.6K shares-19.22%2026-03-312026-05-05

SOLV SOLVENTUM CORP1.4K shares0.00%2026-03-312026-05-05

IWF ISHARES TR218 shares-14.51%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN454 shares0.00%2026-03-312026-05-05

Sponsored

IWD ISHARES TR431 shares-8.69%2026-03-312026-05-05

ASML ASML HLDG NV69 shares0.00%2026-03-312026-05-05

V VISA INC300 shares2.04%2026-03-312026-05-05

AMAT APPLIED MATLS INC264 shares0.00%2026-03-312026-05-05

IBTL ISHARES TR4.4K shares0.00%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F641 shares-9.85%2026-03-312026-05-05

NULG NUSHARES ETF TR951 shares0.00%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR1.7K shares1342.15%2026-03-312026-05-05

Sponsored

FXI ISHARES TR2.4K shares0.00%2026-03-312026-05-05

BDX BECTON DICKINSON & CO540 shares0.00%2026-03-312026-05-05

ISTB ISHARES TR1.7K shares0.00%2026-03-312026-05-05

VGK VANGUARD INTL EQUITY INDEX F956 shares1348.48%2026-03-312026-05-05

VTEC VANGUARD CALIF TAX FREE FDS795 shares0.00%2026-03-312026-05-05

OTIS OTIS WORLDWIDE CORP1.0K shares0.00%2026-03-312026-05-05

PXI INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-05

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

Sponsored

DFAR DIMENSIONAL ETF TRUST3.2K shares0.00%2026-03-312026-05-05

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

AGZD WISDOMTREE TR3.2K shares0.00%2026-03-312026-05-05

SPYD SPDR SERIES TRUST1.6K shares84.33%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS873 shares223.33%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP80 shares0.00%2026-03-312026-05-05

AVIV AMERICAN CENTY ETF TR941 shares-16.73%2026-03-312026-05-05

WOOD ISHARES TR988 shares0.00%2026-03-312026-05-05

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

BIV VANGUARD BD INDEX FDS894 shares2880.00%2026-03-312026-05-05

LRMR LARIMAR THERAPEUTICS INC15.3K shares0.00%2026-03-312026-05-05

DALI FIRST TR EXCHANGE TRADED FD2.5K shares0.00%2026-03-312026-05-05

HYS PIMCO ETF TR733 shares0.00%2026-03-312026-05-05

PHO INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-03-312026-05-05

DJD INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW500 shares0.81%2026-03-312026-05-05

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC521 shares0.00%2026-03-312026-05-05

MINT PIMCO ETF TR599 shares0.00%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR2.1K shares0.00%2026-03-312026-05-05

KR KROGER CO823 shares0.00%2026-03-312026-05-05

TLTE FLEXSHARES TR883 shares0.00%2026-03-312026-05-05

PFE PFIZER INC2.1K shares0.98%2026-03-312026-05-05

WTV WISDOMTREE TR603 shares139.29%2026-03-312026-05-05

HON HONEYWELL INTL INC253 shares0.00%2026-03-312026-05-05

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VOOG VANGUARD ADMIRAL FDS INC137 shares0.00%2026-03-312026-05-05

T AT&T INC1.9K shares-67.74%2026-03-312026-05-05

IBTM ISHARES TR2.4K shares0.00%2026-03-312026-05-05

ORCL ORACLE CORP367 shares0.00%2026-03-312026-05-05

GLW CORNING INC385 shares0.00%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS1.1K shares0.00%2026-03-312026-05-05

GOVT ISHARES TR2.3K shares-23.66%2026-03-312026-05-05

VXF VANGUARD INDEX FDS251 shares0.00%2026-03-312026-05-05

Sponsored

DRIV GLOBAL X FDS1.7K shares0.00%2026-03-312026-05-05

MCK MCKESSON CORP58 shares0.00%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND253 shares0.00%2026-03-312026-05-05

SPBO SPDR SERIES TRUST1.7K shares117.51%2026-03-312026-05-05

IWR ISHARES TR509 sharesnew addition2026-03-312026-05-05

GDX VANECK ETF TRUST538 shares-93.30%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST1.4K shares77.85%2026-03-312026-05-05

DOL WISDOMTREE TR714 shares0.00%2026-03-312026-05-05

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DEM WISDOMTREE TR971 shares-4.71%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC235 shares0.00%2026-03-312026-05-05

IBHI ISHARES TR2.0K shares0.00%2026-03-312026-05-05

ITA ISHARES TR212 shares0.00%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC904 shares0.00%2026-03-312026-05-05

ABBV ABBVIE INC208 shares0.00%2026-03-312026-05-05

IVE ISHARES TR212 shares0.00%2026-03-312026-05-05

QCLN FIRST TR EXCHANGE-TRADED FD962 shares0.00%2026-03-312026-05-05

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SPEM SPDR INDEX SHS FDS943 shares0.00%2026-03-312026-05-05

WM WASTE MGMT INC DEL191 shares0.53%2026-03-312026-05-05

ET ENERGY TRANSFER L P2.2K shares0.00%2026-03-312026-05-05

IDU ISHARES TR356 shares0.00%2026-03-312026-05-05

SAP SAP SE241 shares0.00%2026-03-312026-05-05

DNP DNP SELECT INCOME FD INC4.0K shares-84.76%2026-03-312026-05-05

BROADCOM INC BROADCOM INC133 shares3.10%2026-03-312026-05-05

EMXC ISHARES INC522 shares0.00%2026-03-312026-05-05

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IEI ISHARES TR343 shares0.00%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST1.1K shares-2.67%2026-03-312026-05-05

OTTR OTTER TAIL CORP454 shares0.00%2026-03-312026-05-05

DIS DISNEY WALT CO411 shares0.00%2026-03-312026-05-05

IBTO ISHARES TR1.6K shares0.00%2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II340 shares0.00%2026-03-312026-05-05

TLT ISHARES TR445 shares0.00%2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD345 shares0.00%2026-03-312026-05-05

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NULC NUSHARES ETF TR825 shares0.00%2026-03-312026-05-05

PAYX PAYCHEX INC413 shares0.00%2026-03-312026-05-05

EWX SPDR INDEX SHS FDS561 shares0.00%2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC298 shares0.00%2026-03-312026-05-05

EMB ISHARES TR389 shares117.32%2026-03-312026-05-05

CB CHUBB LTD SWITZ112 shares0.00%2026-03-312026-05-05

FDX FEDEX CORP102 shares0.00%2026-03-312026-05-05

THE CIGNA GROUP THE CIGNA GROUP132 shares0.00%2026-03-312026-05-05

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KBWR INVESCO EXCH TRADED FD TR II500 shares0.00%2026-03-312026-05-05

VOX VANGUARD WORLD FD188 shares337.21%2026-03-312026-05-05

RYAN RYAN SPECIALTY HOLDINGS INC1.0K shares0.00%2026-03-312026-05-05

FDIS FIDELITY COVINGTON TRUST345 sharesnew addition2026-03-312026-05-05

EWJ ISHARES INC381 shares0.00%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC534 shares0.00%2026-03-312026-05-05

WY WEYERHAEUSER CO1.3K shares0.00%2026-03-312026-05-05

XC WISDOMTREE TR981 shares-18.93%2026-03-312026-05-05

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DFSI DIMENSIONAL ETF TRUST713 shares0.00%2026-03-312026-05-05

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC303 shares0.00%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC503 shares0.40%2026-03-312026-05-05

QCOM QUALCOMM INC222 shares0.45%2026-03-312026-05-05

ETHA ISHARES ETHEREUM TR1.8K sharesnew addition2026-03-312026-05-05

XT ISHARES TR419 shares0.00%2026-03-312026-05-05

QHY WISDOMTREE TR624 shares0.00%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR212 shares960.00%2026-03-312026-05-05

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MCHI ISHARES TR490 shares0.00%2026-03-312026-05-05

SKYT SKYWATER TECHNOLOGY INC1.0K shares0.00%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 4044 shares0.00%2026-03-312026-05-05

CMCSA COMCAST CORP NEW934 shares0.00%2026-03-312026-05-05

VBK VANGUARD INDEX FDS88 shares0.00%2026-03-312026-05-05

HEFA ISHARES TR612 shares0.00%2026-03-312026-05-05

VTRS VIATRIS INC1.9K shares0.85%2026-03-312026-05-05

IBCA ISHARES TR1.0K shares0.00%2026-03-312026-05-05

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BPOP POPULAR INC190 shares0.00%2026-03-312026-05-05

IWX ISHARES TR267 shares0.00%2026-03-312026-05-05

PFFD GLOBAL X FDS1.3K shares0.00%2026-03-312026-05-05

SNPS SYNOPSYS INC62 shares0.00%2026-03-312026-05-05

XLRE SELECT SECTOR SPDR TR585 shares8.94%2026-03-312026-05-05

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SPAB SPDR SERIES TRUST914 shares0.00%2026-03-312026-05-05

AVRE AMERICAN CENTY ETF TR527 shares0.00%2026-03-312026-05-05

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IYH ISHARES TR375 shares0.00%2026-03-312026-05-05

CLX CLOROX CO DEL223 shares0.00%2026-03-312026-05-05

IVT INVENTRUST PPTYS CORP754 shares0.00%2026-03-312026-05-05

VDC VANGUARD WORLD FD102 shares0.00%2026-03-312026-05-05

EME EMCOR GROUP INC30 shares0.00%2026-03-312026-05-05

CELESTICA INC CELESTICA INC78 shares0.00%2026-03-312026-05-05

TCHP T ROWE PRICE ETF INC497 shares0.00%2026-03-312026-05-05

NVT NVENT ELEC PLC185 shares0.00%2026-03-312026-05-05

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WAT WATERS CORP73 sharesnew addition2026-03-312026-05-05

APH AMPHENOL CORP172 shares0.00%2026-03-312026-05-05

VLUE ISHARES TR150 shares0.00%2026-03-312026-05-05

LOW LOWES COS INC90 shares0.00%2026-03-312026-05-05

CZR CAESARS ENTERTAINMENT INC NE800 shares0.00%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC62 shares0.00%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP113 shares0.00%2026-03-312026-05-05

MOAT VANECK ETF TRUST209 shares0.00%2026-03-312026-05-05

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DIV GLOBAL X FDS1.1K shares0.00%2026-03-312026-05-05

COWZ PACER FDS TR320 shares-21.95%2026-03-312026-05-05

UI UBIQUITI INC25 shares-66.67%2026-03-312026-05-05

ALRS ALERUS FINL CORP830 shares0.00%2026-03-312026-05-05

BBUS J P MORGAN EXCHANGE TRADED F166 shares0.00%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC160 shares-74.19%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC91 shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE65 shares0.00%2026-03-312026-05-05

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MDYV SPDR SERIES TRUST209 shares0.00%2026-03-312026-05-05

KLAC KLA CORP12 shares0.00%2026-03-312026-05-05

SONY SONY GROUP CORP825 shares0.00%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC150 shares0.00%2026-03-312026-05-05

ADI ANALOG DEVICES INC52 shares0.00%2026-03-312026-05-05

JCI JOHNSON CONTROLS INTERNATION125 shares0.00%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST454 shares0.00%2026-03-312026-05-05

PRU PRUDENTIAL FINL INC160 shares0.00%2026-03-312026-05-05

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IP INTERNATIONAL PAPER CO436 shares0.00%2026-03-312026-05-05

SMLF ISHARES TR201 shares0.00%2026-03-312026-05-05

USFD US FOODS HLDG CORP161 shares0.00%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F239 shares0.00%2026-03-312026-05-05

F FORD MTR CO1.3K shares-44.11%2026-03-312026-05-05

NUSA NUSHARES ETF TR624 shares0.00%2026-03-312026-05-05

CVS CVS HEALTH CORP202 shares0.00%2026-03-312026-05-05

CENCORA INC CENCORA INC45 shares0.00%2026-03-312026-05-05

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NCLH NORWEGIAN CRUISE LINE HLDGS750 shares0.00%2026-03-312026-05-05

BA BOEING CO70 shares0.00%2026-03-312026-05-05

TKR TIMKEN CO136 shares0.00%2026-03-312026-05-05

CW CURTISS WRIGHT CORP20 shares0.00%2026-03-312026-05-05

AZO AUTOZONE INC4 shares0.00%2026-03-312026-05-05

LQD ISHARES TR123 sharesnew addition2026-03-312026-05-05

PGR PROGRESSIVE CORP66 shares0.00%2026-03-312026-05-05

UNM UNUM GROUP179 shares0.00%2026-03-312026-05-05

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XLE SELECT SECTOR SPDR TR212 shares41.33%2026-03-312026-05-05

MS MORGAN STANLEY78 shares0.00%2026-03-312026-05-05

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BBVA BANCO BILBAO VIZCAYA ARGENTA578 shares0.00%2026-03-312026-05-05

SDG ISHARES TR148 shares0.00%2026-03-312026-05-05

HOG HARLEY DAVIDSON INC600 shares0.00%2026-03-312026-05-05

FNDE SCHWAB STRATEGIC TR316 shares0.00%2026-03-312026-05-05

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ENSG ENSIGN GROUP INC60 shares0.00%2026-03-312026-05-05

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KMB KIMBERLY-CLARK CORP124 shares0.00%2026-03-312026-05-05

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AFK VANECK ETF TRUST462 shares0.00%2026-03-312026-05-05

IVW ISHARES TR105 shares0.00%2026-03-312026-05-05

SPDR SERIES TRUST SPDR SERIES TRUST124 sharesnew addition2026-03-312026-05-05

SPHR SPHERE ENTERTAINMENT CO100 sharesnew addition2026-03-312026-05-05

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ESML ISHARES TR248 shares0.00%2026-03-312026-05-05

LINDE PLC LINDE PLC24 shares0.00%2026-03-312026-05-05

DSI ISHARES TR96 shares0.00%2026-03-312026-05-05

TXN TEXAS INSTRS INC60 shares0.00%2026-03-312026-05-05

APPS DIGITAL TURBINE INC4.0K shares0.00%2026-03-312026-05-05

SLYG SPDR SERIES TRUST118 shares0.00%2026-03-312026-05-05

HRB BLOCK H & R INC358 shares0.00%2026-03-312026-05-05

WBD WARNER BROS DISCOVERY INC413 shares0.00%2026-03-312026-05-05

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VOLT TEMA ETF TRUST329 shares0.00%2026-03-312026-05-05

HACK AMPLIFY ETF TR150 shares0.00%2026-03-312026-05-05

MDYG SPDR SERIES TRUST117 shares0.00%2026-03-312026-05-05

PNQI INVESCO EXCHANGE TRADED FD T250 shares0.00%2026-03-312026-05-05

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GBTC GRAYSCALE BITCOIN TRUST ETF206 shares0.00%2026-03-312026-05-05

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CLF CLEVELAND-CLIFFS INC NEW1.3K shares0.00%2026-03-312026-05-05

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UTES ETFIS SER TR I130 sharesnew addition2026-03-312026-05-05

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NOC NORTHROP GRUMMAN CORP15 shares0.00%2026-03-312026-05-05

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC87 shares-40.00%2026-03-312026-05-05

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STRL STERLING INFRASTRUCTURE INC23 shares0.00%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC53 shares0.00%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR81 shares0.00%2026-03-312026-05-05

AME AMETEK INC42 shares0.00%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC25 shares0.00%2026-03-312026-05-05

AMT AMERICAN TOWER CORP51 shares0.00%2026-03-312026-05-05

SO SOUTHERN CO91 shares0.00%2026-03-312026-05-05

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BAC BANK AMERICA CORP179 shares0.00%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR80 shares233.33%2026-03-312026-05-05

CNP CENTERPOINT ENERGY INC201 shares0.00%2026-03-312026-05-05

IBHJ ISHARES TR326 shares0.00%2026-03-312026-05-05

ESGD ISHARES TR89 shares0.00%2026-03-312026-05-05

MAR MARRIOTT INTL INC NEW26 shares0.00%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC51 shares0.00%2026-03-312026-05-05

JKHY HENRY JACK & ASSOC INC53 shares0.00%2026-03-312026-05-05

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AFL AFLAC INC76 shares0.00%2026-03-312026-05-05

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY105 shares0.00%2026-03-312026-05-05

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC179 shares-39.73%2026-03-312026-05-05

ARW ARROW ELECTRS INC57 shares0.00%2026-03-312026-05-05

PULS PGIM ETF TR163 shares0.00%2026-03-312026-05-05

STRA STRATEGIC ED INC96 shares0.00%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL237 shares-96.90%2026-03-312026-05-05

RL RALPH LAUREN CORP22 shares0.00%2026-03-312026-05-05

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XLC SELECT SECTOR SPDR TR67 sharesnew addition2026-03-312026-05-05

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WRB BERKLEY W R CORP108 shares0.00%2026-03-312026-05-05

JOUT JOHNSON OUTDOORS INC145 shares0.69%2026-03-312026-05-05

IEX IDEX CORP35 shares0.00%2026-03-312026-05-05

VDE VANGUARD WORLD FD38 shares0.00%2026-03-312026-05-05

VIS VANGUARD WORLD FD21 sharesnew addition2026-03-312026-05-05

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TILT FLEXSHARES TR26 shares0.00%2026-03-312026-05-05

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ICSH ISHARES TR123 shares0.00%2026-03-312026-05-05

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GEV GE VERNOVA INC7 shares0.00%2026-03-312026-05-05

TDIV FIRST TR EXCHANGE TRADED FD65 shares0.00%2026-03-312026-05-05

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CHKP CHECK POINT SOFTWARE TECH LT41 shares0.00%2026-03-312026-05-05

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SYK STRYKER CORPORATION17 shares0.00%2026-03-312026-05-05

HASI HA SUSTAINABLE INFRA CAP INC151 shares0.00%2026-03-312026-05-05

SRE SEMPRA56 shares-95.55%2026-03-312026-05-05

MBB ISHARES TR54 sharesnew addition2026-03-312026-05-05

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QQQM INVESCO EXCH TRADED FD TR II21 shares0.00%2026-03-312026-05-05

USFR WISDOMTREE TR99 shares0.00%2026-03-312026-05-05

IBHG ISHARES TR225 shares0.00%2026-03-312026-05-05

GSK PLC GSK PLC90 shares-78.05%2026-03-312026-05-05

SCHH SCHWAB STRATEGIC TR230 shares0.00%2026-03-312026-05-05

OC OWENS CORNING NEW45 shares0.00%2026-03-312026-05-05

RWO SPDR INDEX SHS FDS106 shares0.00%2026-03-312026-05-05

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HDV ISHARES TR33 shares0.00%2026-03-312026-05-05

CTAS CINTAS CORP26 shares0.00%2026-03-312026-05-05

BALL BALL CORP74 shares0.00%2026-03-312026-05-05

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC56 shares0.00%2026-03-312026-05-05

MET METLIFE INC60 shares0.00%2026-03-312026-05-05

ISCG ISHARES TR76 shares0.00%2026-03-312026-05-05

IMSR TERRESTRIAL ENERGY INC692 shares0.00%2026-03-312026-05-05

Sponsored

CXT CRANE NXT CO100 shares0.00%2026-03-312026-05-05

VODAFONE GROUP PLC VODAFONE GROUP PLC270 shares0.00%2026-03-312026-05-05

ALSN ALLISON TRANSMISSION HLDGS I34 shares0.00%2026-03-312026-05-05

BSX BOSTON SCIENTIFIC CORP63 shares0.00%2026-03-312026-05-05

SPIB

SPDR SERIES TRUST

1.21%

Shares650.1K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SERIES TRUST

5.36%

Shares701.3K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

3.13%

Shares280.7K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

0.76%

Shares301.5K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-4.61%

Shares94.3K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-1.54%

Shares23.8K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-0.81%

Shares91.3K

Event2026-03-31

Filed2026-05-05

FLRN

SPDR SERIES TRUST

2.37%

Shares435.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.91%

Shares48.1K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-4.20%

Shares56.1K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

-2.34%

Shares304.0K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

1.18%

Shares138.5K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

-4.42%

Shares222.2K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

3.00%

Shares133.4K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

-1.60%

Shares139.1K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

7.52%

Shares189.3K

Event2026-03-31

Filed2026-05-05

AVLV

AMERICAN CENTY ETF TR

1.07%

Shares106.1K

Event2026-03-31

Filed2026-05-05

FNDC

SCHWAB STRATEGIC TR

-0.79%

Shares180.3K

Event2026-03-31

Filed2026-05-05

VYMI

VANGUARD WHITEHALL FDS

-0.62%

Shares87.9K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

-0.26%

Shares144.9K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-2.78%

Shares123.7K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-2.06%

Shares84.2K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

2.09%

Shares33.7K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

-0.70%

Shares129.9K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

0.34%

Shares233.4K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

-1.96%

Shares73.3K

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

-2.20%

Shares88.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

0.27%

Shares198.7K

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

4.68%

Shares54.2K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

-4.51%

Shares63.9K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

3.64%

Shares123.9K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

-0.31%

Shares195.6K

Event2026-03-31

Filed2026-05-05

DFGR

DIMENSIONAL ETF TRUST

4.58%

Shares157.4K

Event2026-03-31

Filed2026-05-05

IBDS

ISHARES TR

-1.64%

Shares171.2K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-1.91%

Shares12.9K

Event2026-03-31

Filed2026-05-05

TITN

TITAN MACHY INC

1.43%

Shares245.5K

Event2026-03-31

Filed2026-05-05

VBIL

VANGUARD INSTL INDEX FD

11.18%

Shares52.8K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

0.78%

Shares35.9K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares109.9K

Event2026-03-31

Filed2026-05-05

DFCF

DIMENSIONAL ETF TRUST

44.45%

Shares84.7K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-1.41%

Shares13.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-1.32%

Shares5.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.10%

Shares8.0K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

-2.22%

Shares114.1K

Event2026-03-31

Filed2026-05-05

TROW

PRICE T ROWE GROUP INC

0.00%

Shares28.2K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

-14.68%

Shares41.9K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

-3.76%

Shares15.9K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

1.90%

Shares22.2K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-7.26%

Shares3.1K

Event2026-03-31

Filed2026-05-05

EA SERIES TRUST

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

9.08%

Shares38.0K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

0.31%

Shares26.3K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

16.28%

Shares72.2K

Event2026-03-31

Filed2026-05-05

DHS

WISDOMTREE TR

-3.54%

Shares16.5K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

3.98%

Shares29.7K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-0.98%

Shares31.9K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-0.08%

Shares18.3K

Event2026-03-31

Filed2026-05-05

IBDV

ISHARES TR

2.56%

Shares74.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-5.17%

Shares9.1K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-05

SCHZ

SCHWAB STRATEGIC TR

-1.53%

Shares67.8K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-0.25%

Shares3.5K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-10.79%

Shares9.9K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

-1.39%

Shares13.2K

Event2026-03-31

Filed2026-05-05

IBDW

ISHARES TR

3.00%

Shares54.3K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-2.16%

Shares3.4K

Event2026-03-31

Filed2026-05-05

MMM

3M CO

-5.09%

Shares6.8K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

-3.48%

Shares13.1K

Event2026-03-31

Filed2026-05-05

JEPQ

J P MORGAN EXCHANGE TRADED F

-8.34%

Shares16.2K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

-0.85%

Shares7.8K

Event2026-03-31

Filed2026-05-05

SKOR

FLEXSHARES TR

-10.29%

Shares17.3K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

-1.95%

Shares9.8K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-24.74%

Shares8.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

2.41%

Shares2.5K

Event2026-03-31

Filed2026-05-05

STPZ

PIMCO ETF TR

-0.45%

Shares13.2K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

-0.80%

Shares8.2K

Event2026-03-31

Filed2026-05-05

IBDR

ISHARES TR

-27.61%

Shares29.4K

Event2026-03-31

Filed2026-05-05

PGX

INVESCO EXCH TRADED FD TR II

-6.43%

Shares65.1K

Event2026-03-31

Filed2026-05-05

DISV

DIMENSIONAL ETF TRUST

-7.38%

Shares16.8K

Event2026-03-31

Filed2026-05-05

VRP

INVESCO EXCH TRADED FD TR II

-42.81%

Shares27.1K

Event2026-03-31

Filed2026-05-05

FTEC

FIDELITY COVINGTON TRUST

24.02%

Shares2.9K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

0.61%

Shares12.6K

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

-0.95%

Shares16.8K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-0.63%

Shares17.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-11.49%

Shares3.6K

Event2026-03-31

Filed2026-05-05

IBDX

ISHARES TR

4.65%

Shares20.5K

Event2026-03-31

Filed2026-05-05

IDV

ISHARES TR

-6.19%

Shares11.9K

Event2026-03-31

Filed2026-05-05

EEMV

ISHARES INC

-1.27%

Shares7.5K

Event2026-03-31

Filed2026-05-05

VPU

VANGUARD WORLD FD

-1.41%

Shares2.5K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.48%

Shares2.3K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

0.52%

Shares9.0K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

-5.40%

Shares8.8K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

-16.14%

Shares4.7K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.51%

Shares3.3K

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

3.99%

Shares4.0K

Event2026-03-31

Filed2026-05-05

IWS

ISHARES TR

-4.12%

Shares2.7K

Event2026-03-31

Filed2026-05-05

LII

LENNOX INTL INC

9.86%

Shares836

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

0.00%

Shares545

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

-14.51%

Shares9.8K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

-7.99%

Shares3.0K

Event2026-03-31

Filed2026-05-05

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

-9.53%

Shares997

Event2026-03-31

Filed2026-05-05

DES

WISDOMTREE TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-05

TDTT

FLEXSHARES TR

-15.57%

Shares14.5K

Event2026-03-31

Filed2026-05-05

NVDL

GRANITESHARES ETF TR

7.50%

Shares4.8K

Event2026-03-31

Filed2026-05-05

OEF

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-58.85%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

17.34%

Shares582

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-18.57%

Shares3.0K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

0.89%

Shares4.4K

Event2026-03-31

Filed2026-05-05

BSCW

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-1.87%

Shares1.8K

Event2026-03-31

Filed2026-05-05

HRL

HORMEL FOODS CORP

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-05

IBDY

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

EDIV

SPDR INDEX SHS FDS

-1.65%

Shares7.5K

Event2026-03-31

Filed2026-05-05

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-05

DLN

WISDOMTREE TR

-4.74%

Shares3.2K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

3.45%

Shares1.2K

Event2026-03-31

Filed2026-05-05

GGG

GRACO INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

TOTL

SSGA ACTIVE ETF TR

-11.79%

Shares7.1K

Event2026-03-31

Filed2026-05-05

VSDM

VANGUARD MUN BD FDS

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

VFMF

VANGUARD WELLINGTON FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

WPC

WP CAREY INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

CMF

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-05

IBTG

ISHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-05

BSCV

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-05

XLP

SELECT SECTOR SPDR TR

27.46%

Shares3.0K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-45.01%

Shares975

Event2026-03-31

Filed2026-05-05

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-17.17%

Shares738

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

0.86%

Shares2.6K

Event2026-03-31

Filed2026-05-05

NUBD

NUSHARES ETF TR

15.29%

Shares10.1K

Event2026-03-31

Filed2026-05-05

DLS

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-05

IBTH

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-05

IQLT

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

-9.44%

Shares2.0K

Event2026-03-31

Filed2026-05-05

VNQI

VANGUARD INTL EQUITY INDEX F

-5.18%

Shares4.7K

Event2026-03-31

Filed2026-05-05

AMP

AMERIPRISE FINL INC

0.00%

Shares474

Event2026-03-31

Filed2026-05-05

DFIS

DIMENSIONAL ETF TRUST

-5.68%

Shares6.2K

Event2026-03-31

Filed2026-05-05

FLOT

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares450

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

-3.64%

Shares741

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

AAXJ

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

SUSB

ISHARES TR

19.46%

Shares7.3K

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares674

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-2.68%

Shares399

Event2026-03-31

Filed2026-05-05

IBHF

ISHARES TR

-2.86%

Shares7.4K

Event2026-03-31

Filed2026-05-05

DDWM

WISDOMTREE TR

15.50%

Shares3.7K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

0.00%

Shares888

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-7.35%

Shares1.7K

Event2026-03-31

Filed2026-05-05

IWN

ISHARES TR

-19.27%

Shares842

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

EPP

ISHARES INC

-2.41%

Shares2.9K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares634

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-05

MGK

VANGUARD WORLD FD

0.00%

Shares411

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

0.00%

Shares215

Event2026-03-31

Filed2026-05-05

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.00%

Shares499

Event2026-03-31

Filed2026-05-05

IBTJ

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-05

IBTI

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

ZTS

ZOETIS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

IBHH

ISHARES TR

-3.61%

Shares5.7K

Event2026-03-31

Filed2026-05-05

GIS

GENERAL MILLS INC

1.27%

Shares3.6K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

7.59%

Shares822

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

0.00%

Shares392

Event2026-03-31

Filed2026-05-05

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

SMB

VANECK ETF TRUST

-16.87%

Shares7.2K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

PFF

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

XEL

XCEL ENERGY INC

-18.70%

Shares1.5K

Event2026-03-31

Filed2026-05-05

VFH

VANGUARD WORLD FD

0.00%

Shares948

Event2026-03-31

Filed2026-05-05

PSLV

SPROTT ASSET MANAGEMENT LP

-65.73%

Shares4.7K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

0.00%

Shares310

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-27.33%

Shares109

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

205.12%

Shares1.1K

Event2026-03-31

Filed2026-05-05

HYG

ISHARES TR

-2.34%

Shares1.3K

Event2026-03-31

Filed2026-05-05

IBDZ

ISHARES TR

-8.92%

Shares4.0K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

5.84%

Shares707

Event2026-03-31

Filed2026-05-05

IWY

ISHARES TR

0.00%

Shares415

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

0.00%

Shares482

Event2026-03-31

Filed2026-05-05