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The Analysis of Clarity Asset Management, Inc.'s Holdings & P&L

Currently, Clarity Asset Management, Inc. holds 290 types of securities in its portfolio with a total value $197.5M. In the most recent quarter, they have increased their positions in SPYM (+281.2K shares, valued at $21.5M), BIV (+136.4K shares, valued at $10.5M), QQQM (+36.1K shares, valued at $8.6M); decreased their positions in AVSU (-290.3K shares, valued at $21.5M), ESGV (-164.6K shares, valued at $18.5M), AVSD (-145.1K shares, valued at $10.7M); initiated new positions in BIV (+136.4K shares, valued at $10.5M), CGMS (+296.9K shares, valued at $8.1M), VFLO (+186.5K shares, valued at $7.4M).

1M P&L

+5.7M+2.77%

3M P&L

+6.4M+3.13%

HY P&L

+15.2M+7.83%

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/A189.5M

96.3%

2Specialty Retail1.4M

0.7%

3Building Products & Equipment523.9K

0.3%

Top Industries by Stock Count

1N/A160 stocks

58.6%

2Specialty Industrial Machinery8 stocks

2.9%

3Utilities - Regulated Water5 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SER TR289.8K shares3282.16%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS136.4K sharesnew addition2026-03-312026-05-05

NUDM NUSHARES ETF TR286.3K shares-31.82%2026-03-312026-05-05

ESGU ISHARES TR68.2K shares-18.48%2026-03-312026-05-05

AVSU AMERICAN CENTY ETF TR128.9K shares-69.25%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II37.3K shares3036.87%2026-03-312026-05-05

CGMS CAPITAL GRP FIXED INCM ETF T296.9K sharesnew addition2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST143.0K shares15803.11%2026-03-312026-05-05

Sponsored

VFLO VICTORY PORTFOLIOS II186.5K sharesnew addition2026-03-312026-05-05

CGCB CAPITAL GRP FIXED INCM ETF T264.0K sharesnew addition2026-03-312026-05-05

MUB ISHARES TR64.8K shares-11.78%2026-03-312026-05-05

QGRO AMERICAN CENTY ETF TR59.8K sharesnew addition2026-03-312026-05-05

USTB VICTORY PORTFOLIOS II112.0K sharesnew addition2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F97.5K shares7084.30%2026-03-312026-05-05

NULG NUSHARES ETF TR53.4K shares-48.18%2026-03-312026-05-05

BWZ SPDR SER TR176.7K shares-32.58%2026-03-312026-05-05

Sponsored

AVSD AMERICAN CENTY ETF TR63.8K shares-69.45%2026-03-312026-05-05

MINO PIMCO ETF TR88.1K shares-7.86%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F62.2K shares3.00%2026-03-312026-05-05

FGDL FRANKLIN TEMPLETON HOLDINGS48.6K shares5754.34%2026-03-312026-05-05

MEAR ISHARES U S ETF TR59.7K shares-7.74%2026-03-312026-05-05

TSME THRIVENT ETF TRUST70.7K shares-70.09%2026-03-312026-05-05

INFL LISTED FD TR50.4K shares13173.68%2026-03-312026-05-05

ESGV VANGUARD WORLD FD20.5K shares-88.91%2026-03-312026-05-05

Sponsored

DGRO ISHARES TR32.5K shares3891.15%2026-03-312026-05-05

DBMF LITMAN GREGORY FDS TR68.4K sharesnew addition2026-03-312026-05-05

AVIG AMERICAN CENTY ETF TR40.6K sharesnew addition2026-03-312026-05-05

IDMO INVESCO EXCH TRADED FD TR II29.7K shares2586.36%2026-03-312026-05-05

ITOT ISHARES TR10.8K shares0.23%2026-03-312026-05-05

NULV NUSHARES ETF TR32.3K shares-70.43%2026-03-312026-05-05

FRDM EA SERIES TRUST26.0K shares3612.84%2026-03-312026-05-05

CASY CASEYS GEN STORES INC1.9K shares41.28%2026-03-312026-05-05

Sponsored

IVW ISHARES TR9.6K shares-35.58%2026-03-312026-05-05

CGMU CAPITAL GRP FIXED INCM ETF T38.4K sharesnew addition2026-03-312026-05-05

PVAL PUTNAM ETF TRUST18.2K shares758.93%2026-03-312026-05-05

STIP ISHARES TR6.4K sharesnew addition2026-03-312026-05-05

PYLD PIMCO ETF TR24.5K shares-89.25%2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II4.9K shares602.14%2026-03-312026-05-05

FELC FIDELITY COVINGTON TRUST14.6K sharesnew addition2026-03-312026-05-05

LII LENNOX INTL INC1.1K shares0.27%2026-03-312026-05-05

Sponsored

DFSB DIMENSIONAL ETF TRUST9.6K sharesnew addition2026-03-312026-05-05

COWG PACER FDS TR14.6K sharesnew addition2026-03-312026-05-05

FENI FIDELITY COVINGTON TRUST12.2K shares-46.02%2026-03-312026-05-05

CGUS CAPITAL GROUP CORE EQUITY ET11.8K shares222.70%2026-03-312026-05-05

MMM 3M CO2.9K shares0.03%2026-03-312026-05-05

FIGB FIDELITY MERRIMACK STR TR9.3K sharesnew addition2026-03-312026-05-05

WTMF WISDOMTREE TR9.7K sharesnew addition2026-03-312026-05-05

FBCG FIDELITY COVINGTON TRUST7.6K sharesnew addition2026-03-312026-05-05

Sponsored

DFSI DIMENSIONAL ETF TRUST8.9K shares922.96%2026-03-312026-05-05

IGRO ISHARES TR4.4K shares-61.11%2026-03-312026-05-05

UBND VICTORY PORTFOLIOS II15.3K sharesnew addition2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST5.9K sharesnew addition2026-03-312026-05-05

IJT ISHARES TR2.2K shares0.13%2026-03-312026-05-05

IJJ ISHARES TR2.4K shares0.37%2026-03-312026-05-05

VTI VANGUARD INDEX FDS966 shares0.00%2026-03-312026-05-05

FTBD FIDELITY MERRIMACK STR TR6.1K sharesnew addition2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP772 shares0.13%2026-03-312026-05-05

FIVA FIDELITY COVINGTON TRUST7.5K sharesnew addition2026-03-312026-05-05

BIDD BLACKROCK ETF TRUST9.2K shares0.07%2026-03-312026-05-05

JNJ JOHNSON JOHNSON1.0K shares-11.84%2026-03-312026-05-05

EMXC ISHARES INC2.8K shares-61.14%2026-03-312026-05-05

WMT WALMART INC1.7K shares-4.96%2026-03-312026-05-05

CGHM CAPITAL GRP FIXED INCM ETF T8.4K shares916.18%2026-03-312026-05-05

CVX CHEVRON CORP NEW1.0K shares-6.57%2026-03-312026-05-05

Sponsored

DFSU DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-03-312026-05-05

QGRW WISDOMTREE TR3.9K sharesnew addition2026-03-312026-05-05

DE DEERE CO350 shares0.00%2026-03-312026-05-05

VXUS VANGUARD STAR FDS2.5K shares0.00%2026-03-312026-05-05

PFG PRINCIPAL FINANCIAL GROUP IN2.1K shares0.66%2026-03-312026-05-05

FELV FIDELITY COVINGTON TRUST5.4K shares-70.09%2026-03-312026-05-05

FLTB FIDELITY MERRIMACK STR TR3.7K sharesnew addition2026-03-312026-05-05

ESGD ISHARES TR1.9K shares-0.97%2026-03-312026-05-05

Sponsored

FREL FIDELITY COVINGTON TRUST6.9K shares-61.51%2026-03-312026-05-05

EMNT PIMCO ETF TR1.8K shares-96.97%2026-03-312026-05-05

DFGP DIMENSIONAL ETF TRUST3.2K sharesnew addition2026-03-312026-05-05

ELCV STRATEGY SHS5.4K sharesnew addition2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST3.0K sharesnew addition2026-03-312026-05-05

FVAL FIDELITY COVINGTON TRUST2.2K shares0.42%2026-03-312026-05-05

FDLO FIDELITY COVINGTON TRUST2.3K shares0.45%2026-03-312026-05-05

ATLO AMES NATL CORP5.1K shares0.91%2026-03-312026-05-05

Sponsored

EVSD MORGAN STANLEY ETF TRUST2.8K sharesnew addition2026-03-312026-05-05

GRMN GARMIN LTD601 shares0.50%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL283 shares0.00%2026-03-312026-05-05

XJH ISHARES TR3.0K sharesnew addition2026-03-312026-05-05

BGRN ISHARES TR2.8K shares84.08%2026-03-312026-05-05

BKDV BNY MELLON ETF TRUST II4.3K sharesnew addition2026-03-312026-05-05

FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST3.6K sharesnew addition2026-03-312026-05-05

IVE ISHARES TR585 shares-1.18%2026-03-312026-05-05

Sponsored

PH PARKER HANNIFIN CORP137 shares-7.43%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR1.2K shares509.60%2026-03-312026-05-05

AAPL APPLE INC444 shares-1.77%2026-03-312026-05-05

WFC WELLS FARGO CO NEW1.3K shares-6.59%2026-03-312026-05-05

AOA ISHARES TR1.2K shares209.82%2026-03-312026-05-05

LNT ALLIANT ENERGY CORP1.4K shares0.78%2026-03-312026-05-05

ALPHABET INC ALPHABET INC342 shares-22.62%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE338 shares0.30%2026-03-312026-05-05

Sponsored

AVSE AMERICAN CENTY ETF TR1.4K sharesnew addition2026-03-312026-05-05

TCOM TRIP COM GROUP LTD1.8K shares0.00%2026-03-312026-05-05

FMDE FIDELITY COVINGTON TRUST2.5K sharesnew addition2026-03-312026-05-05

DFGX DIMENSIONAL ETF TRUST1.7K shares0.00%2026-03-312026-05-05

VEA VANGUARD TAX MANAGED FDS1.4K shares-75.38%2026-03-312026-05-05

LOW LOWES COS INC348 shares-0.29%2026-03-312026-05-05

CINF CINCINNATI FINL CORP518 shares-3.00%2026-03-312026-05-05

DIS DISNEY WALT CO824 shares0.73%2026-03-312026-05-05

Sponsored

EMR EMERSON ELEC CO605 shares-1.79%2026-03-312026-05-05

KO COCA COLA CO1.0K shares-1.53%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS527 shares0.57%2026-03-312026-05-05

XOM EXXON MOBIL CORP456 shares0.66%2026-03-312026-05-05

NUSC NUSHARES ETF TR1.7K shares0.00%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS315 shares0.64%2026-03-312026-05-05

PG PROCTER AND GAMBLE CO511 shares4.93%2026-03-312026-05-05

VOOG VANGUARD ADMIRAL FDS INC181 shares0.00%2026-03-312026-05-05

Sponsored

GEV GE VERNOVA INC84 shares0.00%2026-03-312026-05-05

UMBF UMB FINL CORP650 shares0.31%2026-03-312026-05-05

FFLV FIDELITY COVINGTON TRUST2.9K sharesnew addition2026-03-312026-05-05

DOV DOVER CORP342 shares-7.57%2026-03-312026-05-05

NDSN NORDSON CORP266 shares-9.22%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS1.3K shares-0.89%2026-03-312026-05-05

AWR AMER STATES WTR CO872 shares3.81%2026-03-312026-05-05

JPM JPMORGAN CHASE CO220 shares0.46%2026-03-312026-05-05

Sponsored

NWN NORTHWEST NAT HLDG CO1.2K shares-9.40%2026-03-312026-05-05

IVV ISHARES TR89 shares64.81%2026-03-312026-05-05

JMSI J P MORGAN EXCHANGE TRADED F1.1K shares0.88%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO667 shares3.57%2026-03-312026-05-05

GPC GENUINE PARTS CO537 shares8.05%2026-03-312026-05-05

MZTI LANCASTER COLONY CORP396 shares8.79%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR482 shares-90.62%2026-03-312026-05-05

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

Sponsored

EUSB ISHARES TR1.1K shares0.63%2026-03-312026-05-05

AMZN AMAZON COM INC226 shares-26.14%2026-03-312026-05-05

VO VANGUARD INDEX FDS162 shares45.95%2026-03-312026-05-05

MFC MANULIFE FINL CORP1.3K shares0.90%2026-03-312026-05-05

SPY SPDR S P 500 ETF TR71 shares1.43%2026-03-312026-05-05

TGT TARGET CORP371 shares-10.82%2026-03-312026-05-05

SPHY SPDR SER TR1.9K sharesnew addition2026-03-312026-05-05

ABM ABM INDS INC1.1K shares20.59%2026-03-312026-05-05

Sponsored

JUST GOLDMAN SACHS ETF TR417 shares0.24%2026-03-312026-05-05

FQAL FIDELITY COVINGTON TRUST530 shares0.38%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR402 sharesnew addition2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE827 sharesnew addition2026-03-312026-05-05

FUL FULLER H B CO554 shares5.12%2026-03-312026-05-05

QLTY 2023 ETF SERIES TRUST II944 shares0.21%2026-03-312026-05-05

VB VANGUARD INDEX FDS130 shares0.78%2026-03-312026-05-05

PEP PEPSICO INC217 shares-8.44%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC145 shares-3.33%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F584 shares0.00%2026-03-312026-05-05

ET ENERGY TRANSFER L P1.6K shares1.75%2026-03-312026-05-05

ADM ARCHER DANIELS MIDLAND CO430 shares-25.48%2026-03-312026-05-05

SCL STEPAN CO619 shares13.79%2026-03-312026-05-05

HTO SJW GROUP527 shares-4.01%2026-03-312026-05-05

SPGI S P GLOBAL INC73 shares28.07%2026-03-312026-05-05

TR TOOTSIE ROLL INDS INC720 shares-15.79%2026-03-312026-05-05

Sponsored

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW290 shares-3.33%2026-03-312026-05-05

NUE NUCOR CORP182 shares-17.65%2026-03-312026-05-05

RPM RPM INTL INC309 shares14.87%2026-03-312026-05-05

JIVE J P MORGAN EXCHANGE TRADED F357 shares0.00%2026-03-312026-05-05

ED CONSOLIDATED EDISON INC270 shares-1.10%2026-03-312026-05-05

CWT CALIFORNIA WTR SVC GROUP672 shares11.07%2026-03-312026-05-05

UBSI UNITED BANKSHARES INC WEST V731 shares-13.59%2026-03-312026-05-05

PPG PPG INDS INC283 shares6.39%2026-03-312026-05-05

Sponsored

CBSH COMMERCE BANCSHARES INC614 shares24.04%2026-03-312026-05-05

MSEX MIDDLESEX WTR CO580 shares20.08%2026-03-312026-05-05

GWW GRAINGER W W INC28 shares0.00%2026-03-312026-05-05

FTS FORTIS INC539 shares-11.93%2026-03-312026-05-05

BKH BLACK HILLS CORP433 shares-12.35%2026-03-312026-05-05

BDX BECTON DICKINSON CO191 shares9.14%2026-03-312026-05-05

PNR PENTAIR PLC342 sharesnew addition2026-03-312026-05-05

MGEE MGE ENERGY INC385 sharesnew addition2026-03-312026-05-05

Sponsored

HRL HORMEL FOODS CORP1.3K shares27.97%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN146 shares50.52%2026-03-312026-05-05

STANLEY BLACK DECKER INC STANLEY BLACK DECKER INC418 shares-12.92%2026-03-312026-05-05

GRC GORMAN RUPP CO476 shares-39.97%2026-03-312026-05-05

RLI RLI CORP517 shares27.97%2026-03-312026-05-05

NFG NATIONAL FUEL GAS CO313 shares-12.32%2026-03-312026-05-05

ABT ABBOTT LABS285 shares27.80%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC112 shares-6.67%2026-03-312026-05-05

Sponsored

KVUE KENVUE INC1.7K shares35.71%2026-03-312026-05-05

KMB KIMBERLY CLARK CORP302 shares33.04%2026-03-312026-05-05

TNC TENNANT CO437 shares8.71%2026-03-312026-05-05

FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST589 sharesnew addition2026-03-312026-05-05

MSA MSA SAFETY INC170 shares-7.61%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP81 shares1.25%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR322 shares-90.74%2026-03-312026-05-05

SUSB ISHARES TR1.1K shares-78.61%2026-03-312026-05-05

Sponsored

FWD AB ACTIVE ETFS INC247 sharesnew addition2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS125 shares-72.77%2026-03-312026-05-05

SYY SYSCO CORP364 shares-12.08%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F457 shares2.01%2026-03-312026-05-05

EVIM MORGAN STANLEY ETF TRUST491 shares0.41%2026-03-312026-05-05

SOLV SOLVENTUM CORP385 shares0.00%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR216 shares0.00%2026-03-312026-05-05

OALC UNIFIED SER TR691 shares0.58%2026-03-312026-05-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS491 shares0.00%2026-03-312026-05-05

BAC BANK AMERICA CORP478 shares0.63%2026-03-312026-05-05

RTX RTX CORPORATION118 shares-6.35%2026-03-312026-05-05

HD HOME DEPOT INC68 shares1.49%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MFG LTD65 sharesnew addition2026-03-312026-05-05

VOE VANGUARD INDEX FDS118 shares0.00%2026-03-312026-05-05

SCHP SCHWAB STRATEGIC TR814 sharesnew addition2026-03-312026-05-05

CUZ COUSINS PPTYS INC864 shares1.29%2026-03-312026-05-05

Sponsored

TJX TJX COS INC NEW121 shares0.83%2026-03-312026-05-05

BBAG J P MORGAN EXCHANGE TRADED F414 shares0.98%2026-03-312026-05-05

ESGE ISHARES INC406 shares0.00%2026-03-312026-05-05

DINT DAVIS FUNDAMENTAL ETF TR681 shares0.00%2026-03-312026-05-05

HDV ISHARES TR131 shares0.77%2026-03-312026-05-05

INTC INTEL CORP400 shares0.00%2026-03-312026-05-05

ITM VANECK ETF TRUST362 shares0.56%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS201 shares1.01%2026-03-312026-05-05

Sponsored

LQD ISHARES TR150 shares0.67%2026-03-312026-05-05

SHYD VANECK ETF TRUST704 shares0.57%2026-03-312026-05-05

COP CONOCOPHILLIPS121 shares0.83%2026-03-312026-05-05

BOND PIMCO ETF TR171 shares-1.16%2026-03-312026-05-05

WIP SPDR SER TR366 shares0.55%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC40 sharesnew addition2026-03-312026-05-05

USXF ISHARES TR243 shares-70.40%2026-03-312026-05-05

SUSL ISHARES TR115 shares-92.13%2026-03-312026-05-05

Sponsored

PRU PRUDENTIAL FINL INC129 shares1.57%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR155 shares-90.64%2026-03-312026-05-05

AWK AMERICAN WTR WKS CO INC NEW91 shares0.00%2026-03-312026-05-05

JCPI J P MORGAN EXCHANGE TRADED F256 shares0.39%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR21 shares0.00%2026-03-312026-05-05

IJR ISHARES TR99 shares-33.56%2026-03-312026-05-05

AOR ISHARES TR172 sharesnew addition2026-03-312026-05-05

MGV VANGUARD WORLD FD74 shares-90.91%2026-03-312026-05-05

Sponsored

SLV ISHARES SILVER TR152 shares0.00%2026-03-312026-05-05

PFFD GLOBAL X FDS562 shares1.63%2026-03-312026-05-05

IWX ISHARES TR109 sharesnew addition2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS16 shares0.00%2026-03-312026-05-05

CSCO CISCO SYS INC123 shares0.82%2026-03-312026-05-05

JPIB J P MORGAN EXCHANGE TRADED F190 shares1.60%2026-03-312026-05-05

VIDI ETF SER SOLUTIONS223 shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T158 shares0.64%2026-03-312026-05-05

Sponsored

GLDM WORLD GOLD TR81 shares80.00%2026-03-312026-05-05

EAGG ISHARES TR150 shares0.67%2026-03-312026-05-05

NVDA NVIDIA CORPORATION40 shares0.00%2026-03-312026-05-05

IJH ISHARES TR101 shares0.00%2026-03-312026-05-05

IBND SPDR SER TR204 shares0.49%2026-03-312026-05-05

OPEN OPENDOOR TECHNOLOGIES INC1.4K shares-10.00%2026-03-312026-05-05

HYEM VANECK ETF TRUST319 sharesnew addition2026-03-312026-05-05

FAN FIRST TR EXCHANGE TRADED FD246 shares0.00%2026-03-312026-05-05

Sponsored

XVV ISHARES TR122 sharesnew addition2026-03-312026-05-05

FFSM FIDELITY COVINGTON TRUST186 sharesnew addition2026-03-312026-05-05

ISCF ISHARES TR140 sharesnew addition2026-03-312026-05-05

OACP UNIFIED SER TR253 shares1.20%2026-03-312026-05-05

TPIF TIMOTHY PLAN156 shares0.00%2026-03-312026-05-05

PRNT ARK ETF TR263 shares0.00%2026-03-312026-05-05

SUSA ISHARES TR38 shares0.00%2026-03-312026-05-05

IAGG ISHARES TR100 sharesnew addition2026-03-312026-05-05

Sponsored

MERCK CO INC MERCK CO INC39 shares2.63%2026-03-312026-05-05

ICUI ICU MED INC34 shares0.00%2026-03-312026-05-05

DFIS DIMENSIONAL ETF TRUST121 sharesnew addition2026-03-312026-05-05

REGN REGENERON PHARMACEUTICALS5 shares0.00%2026-03-312026-05-05

LULU LULULEMON ATHLETICA INC24 shares0.00%2026-03-312026-05-05

DMXF ISHARES TR47 shares-91.17%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC41 shares2.50%2026-03-312026-05-05

SOXL DIREXION SHS ETF TR73 shares0.00%2026-03-312026-05-05

Sponsored

MET METLIFE INC46 shares0.00%2026-03-312026-05-05

CEF SPROTT PHYSICAL GOLD SILVE68 sharesnew addition2026-03-312026-05-05

SUB ISHARES TR30 shares0.00%2026-03-312026-05-05

VGSR MANAGER DIRECTED PORTFOLIOS291 shares1.75%2026-03-312026-05-05

TSLA TESLA INC8 shares0.00%2026-03-312026-05-05

IBD NORTHERN LTS FD TR IV121 shares0.83%2026-03-312026-05-05

PPTY ETF SER SOLUTIONS91 shares0.00%2026-03-312026-05-05

WHR WHIRLPOOL CORP46 shares0.00%2026-03-312026-05-05

Sponsored

JOBY JOBY AVIATION INC300 shares200.00%2026-03-312026-05-05

SOFI SOFI TECHNOLOGIES INC150 sharesnew addition2026-03-312026-05-05

BBBY BEYOND INC500 sharesnew addition2026-03-312026-05-05

ACHR ARCHER AVIATION INC360 shares-48.57%2026-03-312026-05-05

WVVI WILLAMETTE VY VINEYARD INC700 shares0.00%2026-03-312026-05-05

ATI ATI INC11 sharesnew addition2026-03-312026-05-05

FSK FS KKR CAP CORP136 shares0.00%2026-03-312026-05-05

OAEM UNIFIED SER TR34 shares0.00%2026-03-312026-05-05

Sponsored

ITRI ITRON INC15 sharesnew addition2026-03-312026-05-05

COPX GLOBAL X FDS18 sharesnew addition2026-03-312026-05-05

CMRC BIGCOMMERCE HLDGS INC500 shares100.00%2026-03-312026-05-05

GM GENERAL MTRS CO17 shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF28 shares0.00%2026-03-312026-05-05

SYK STRYKER CORPORATION3 shares0.00%2026-03-312026-05-05

CVS CVS HEALTH CORP13 shares8.33%2026-03-312026-05-05

BETTER HOME FINANCE HOLDIN BETTER HOME FINANCE HOLDIN25 shares0.00%2026-03-312026-05-05

Sponsored

O REALTY INCOME CORP14 shares0.00%2026-03-312026-05-05

BHF BRIGHTHOUSE FINL INC14 shares0.00%2026-03-312026-05-05

PPSI PIONEER PWR SOLUTIONS INC250 sharesnew addition2026-03-312026-05-05

HIMX HIMAX TECHNOLOGIES INC100 sharesnew addition2026-03-312026-05-05

RAMACO RES INC RAMACO RES INC50 sharesnew addition2026-03-312026-05-05

HNNA HENNESSY ADVISORS INC71 shares1.43%2026-03-312026-05-05

KD KYNDRYL HLDGS INC52 shares0.00%2026-03-312026-05-05

SCHMID GROUP N V SCHMID GROUP N V125 sharesnew addition2026-03-312026-05-05

Sponsored

EVLV EVOLV TECHNOLOGIES HLDNGS IN100 sharesnew addition2026-03-312026-05-05

GME GAMESTOP CORP NEW25 sharesnew addition2026-03-312026-05-05

SPYM

SPDR SER TR

3282.16%

Shares289.8K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

New

Shares136.4K

Event2026-03-31

Filed2026-05-05

NUDM

NUSHARES ETF TR

-31.82%

Shares286.3K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

-18.48%

Shares68.2K

Event2026-03-31

Filed2026-05-05

AVSU

AMERICAN CENTY ETF TR

-69.25%

Shares128.9K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

3036.87%

Shares37.3K

Event2026-03-31

Filed2026-05-05

CGMS

CAPITAL GRP FIXED INCM ETF T

New

Shares296.9K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

15803.11%

Shares143.0K

Event2026-03-31

Filed2026-05-05

VFLO

VICTORY PORTFOLIOS II

New

Shares186.5K

Event2026-03-31

Filed2026-05-05

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares264.0K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-11.78%

Shares64.8K

Event2026-03-31

Filed2026-05-05

QGRO

AMERICAN CENTY ETF TR

New

Shares59.8K

Event2026-03-31

Filed2026-05-05

USTB

VICTORY PORTFOLIOS II

New

Shares112.0K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

7084.30%

Shares97.5K

Event2026-03-31

Filed2026-05-05

NULG

NUSHARES ETF TR

-48.18%

Shares53.4K

Event2026-03-31

Filed2026-05-05

BWZ

SPDR SER TR

-32.58%

Shares176.7K

Event2026-03-31

Filed2026-05-05

AVSD

AMERICAN CENTY ETF TR

-69.45%

Shares63.8K

Event2026-03-31

Filed2026-05-05

MINO

PIMCO ETF TR

-7.86%

Shares88.1K

Event2026-03-31

Filed2026-05-05

JMST

J P MORGAN EXCHANGE TRADED F

3.00%

Shares62.2K

Event2026-03-31

Filed2026-05-05

FGDL

FRANKLIN TEMPLETON HOLDINGS

5754.34%

Shares48.6K

Event2026-03-31

Filed2026-05-05

MEAR

ISHARES U S ETF TR

-7.74%

Shares59.7K

Event2026-03-31

Filed2026-05-05

TSME

THRIVENT ETF TRUST

-70.09%

Shares70.7K

Event2026-03-31

Filed2026-05-05

INFL

LISTED FD TR

13173.68%

Shares50.4K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

-88.91%

Shares20.5K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

3891.15%

Shares32.5K

Event2026-03-31

Filed2026-05-05

DBMF

LITMAN GREGORY FDS TR

New

Shares68.4K

Event2026-03-31

Filed2026-05-05

AVIG

AMERICAN CENTY ETF TR

New

Shares40.6K

Event2026-03-31

Filed2026-05-05

IDMO

INVESCO EXCH TRADED FD TR II

2586.36%

Shares29.7K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

0.23%

Shares10.8K

Event2026-03-31

Filed2026-05-05

NULV

NUSHARES ETF TR

-70.43%

Shares32.3K

Event2026-03-31

Filed2026-05-05

FRDM

EA SERIES TRUST

3612.84%

Shares26.0K

Event2026-03-31

Filed2026-05-05

CASY

CASEYS GEN STORES INC

41.28%

Shares1.9K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

-35.58%

Shares9.6K

Event2026-03-31

Filed2026-05-05

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares38.4K

Event2026-03-31

Filed2026-05-05

PVAL

PUTNAM ETF TRUST

758.93%

Shares18.2K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

-89.25%

Shares24.5K

Event2026-03-31

Filed2026-05-05

SPMO

INVESCO EXCH TRADED FD TR II

602.14%

Shares4.9K

Event2026-03-31

Filed2026-05-05

FELC

FIDELITY COVINGTON TRUST

New

Shares14.6K

Event2026-03-31

Filed2026-05-05

LII

LENNOX INTL INC

0.27%

Shares1.1K

Event2026-03-31

Filed2026-05-05

DFSB

DIMENSIONAL ETF TRUST

New

Shares9.6K

Event2026-03-31

Filed2026-05-05

COWG

PACER FDS TR

New

Shares14.6K

Event2026-03-31

Filed2026-05-05

FENI

FIDELITY COVINGTON TRUST

-46.02%

Shares12.2K

Event2026-03-31

Filed2026-05-05

CGUS

CAPITAL GROUP CORE EQUITY ET

222.70%

Shares11.8K

Event2026-03-31

Filed2026-05-05

MMM

3M CO

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-05

FIGB

FIDELITY MERRIMACK STR TR

New

Shares9.3K

Event2026-03-31

Filed2026-05-05

WTMF

WISDOMTREE TR

New

Shares9.7K

Event2026-03-31

Filed2026-05-05

FBCG

FIDELITY COVINGTON TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-05-05

DFSI

DIMENSIONAL ETF TRUST

922.96%

Shares8.9K

Event2026-03-31

Filed2026-05-05

IGRO

ISHARES TR

-61.11%

Shares4.4K

Event2026-03-31

Filed2026-05-05

UBND

VICTORY PORTFOLIOS II

New

Shares15.3K

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

New

Shares5.9K

Event2026-03-31

Filed2026-05-05

IJT

ISHARES TR

0.13%

Shares2.2K

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

0.37%

Shares2.4K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.00%

Shares966

Event2026-03-31

Filed2026-05-05

FTBD

FIDELITY MERRIMACK STR TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.13%

Shares772

Event2026-03-31

Filed2026-05-05

FIVA

FIDELITY COVINGTON TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-05-05

BIDD

BLACKROCK ETF TRUST

0.07%

Shares9.2K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON JOHNSON

-11.84%

Shares1.0K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

-61.14%

Shares2.8K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-4.96%

Shares1.7K

Event2026-03-31

Filed2026-05-05

CGHM

CAPITAL GRP FIXED INCM ETF T

916.18%

Shares8.4K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORP NEW

-6.57%

Shares1.0K

Event2026-03-31

Filed2026-05-05

DFSU

DIMENSIONAL ETF TRUST

New

Shares5.0K

Event2026-03-31

Filed2026-05-05

QGRW

WISDOMTREE TR

New

Shares3.9K

Event2026-03-31

Filed2026-05-05

DEERE CO

0.00%

Shares350

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

PFG

PRINCIPAL FINANCIAL GROUP IN

0.66%

Shares2.1K

Event2026-03-31

Filed2026-05-05

FELV

FIDELITY COVINGTON TRUST

-70.09%

Shares5.4K

Event2026-03-31

Filed2026-05-05

FLTB

FIDELITY MERRIMACK STR TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

-0.97%

Shares1.9K

Event2026-03-31

Filed2026-05-05

FREL

FIDELITY COVINGTON TRUST

-61.51%

Shares6.9K

Event2026-03-31

Filed2026-05-05

EMNT

PIMCO ETF TR

-96.97%

Shares1.8K

Event2026-03-31

Filed2026-05-05

DFGP

DIMENSIONAL ETF TRUST

New

Shares3.2K

Event2026-03-31

Filed2026-05-05

ELCV

STRATEGY SHS

New

Shares5.4K

Event2026-03-31

Filed2026-05-05

EVTR

MORGAN STANLEY ETF TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

FVAL

FIDELITY COVINGTON TRUST

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-05

FDLO

FIDELITY COVINGTON TRUST

0.45%

Shares2.3K

Event2026-03-31

Filed2026-05-05

ATLO

AMES NATL CORP

0.91%

Shares5.1K

Event2026-03-31

Filed2026-05-05

EVSD

MORGAN STANLEY ETF TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-05-05

GRMN

GARMIN LTD

0.50%

Shares601

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares283

Event2026-03-31

Filed2026-05-05

XJH

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

BGRN

ISHARES TR

84.08%

Shares2.8K

Event2026-03-31

Filed2026-05-05

BKDV

BNY MELLON ETF TRUST II

New

Shares4.3K

Event2026-03-31

Filed2026-05-05

FIDELITY COVINGTON TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

-1.18%

Shares585

Event2026-03-31

Filed2026-05-05

PARKER HANNIFIN CORP

-7.43%

Shares137

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

509.60%

Shares1.2K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-1.77%

Shares444

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO CO NEW

-6.59%

Shares1.3K

Event2026-03-31

Filed2026-05-05

AOA

ISHARES TR

209.82%

Shares1.2K

Event2026-03-31

Filed2026-05-05

LNT

ALLIANT ENERGY CORP

0.78%

Shares1.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-22.62%

Shares342

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

0.30%

Shares338

Event2026-03-31

Filed2026-05-05

AVSE

AMERICAN CENTY ETF TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-05

TCOM

TRIP COM GROUP LTD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

FMDE

FIDELITY COVINGTON TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-05-05

DFGX

DIMENSIONAL ETF TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX MANAGED FDS

-75.38%

Shares1.4K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-0.29%

Shares348

Event2026-03-31

Filed2026-05-05

CINF

CINCINNATI FINL CORP

-3.00%

Shares518

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

0.73%

Shares824

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

-1.79%

Shares605

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-1.53%

Shares1.0K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

0.57%

Shares527

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.66%

Shares456

Event2026-03-31

Filed2026-05-05

NUSC

NUSHARES ETF TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

0.64%

Shares315

Event2026-03-31

Filed2026-05-05

PROCTER AND GAMBLE CO

4.93%

Shares511

Event2026-03-31

Filed2026-05-05

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares181

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

0.00%

Shares84

Event2026-03-31

Filed2026-05-05

UMBF

UMB FINL CORP

0.31%

Shares650

Event2026-03-31

Filed2026-05-05

FFLV

FIDELITY COVINGTON TRUST

New

Shares2.9K

Event2026-03-31

Filed2026-05-05

DOV

DOVER CORP

-7.57%

Shares342

Event2026-03-31

Filed2026-05-05

NDSN

NORDSON CORP

-9.22%

Shares266

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

-0.89%

Shares1.3K

Event2026-03-31

Filed2026-05-05

AWR

AMER STATES WTR CO

3.81%

Shares872

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE CO

0.46%

Shares220

Event2026-03-31

Filed2026-05-05

NWN

NORTHWEST NAT HLDG CO

-9.40%

Shares1.2K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

64.81%

Shares89

Event2026-03-31

Filed2026-05-05

JMSI

J P MORGAN EXCHANGE TRADED F

0.88%

Shares1.1K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

3.57%

Shares667

Event2026-03-31

Filed2026-05-05

GPC

GENUINE PARTS CO

8.05%

Shares537

Event2026-03-31

Filed2026-05-05

MZTI

LANCASTER COLONY CORP

8.79%

Shares396

Event2026-03-31

Filed2026-05-05

AVUS

AMERICAN CENTY ETF TR

-90.62%

Shares482

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

EUSB

ISHARES TR

0.63%

Shares1.1K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-26.14%

Shares226

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

45.95%

Shares162

Event2026-03-31

Filed2026-05-05

MFC

MANULIFE FINL CORP

0.90%

Shares1.3K

Event2026-03-31

Filed2026-05-05

SPY

SPDR S P 500 ETF TR

1.43%

Shares71

Event2026-03-31

Filed2026-05-05

TGT

TARGET CORP

-10.82%

Shares371

Event2026-03-31

Filed2026-05-05

SPHY

SPDR SER TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-05

ABM

ABM INDS INC

20.59%

Shares1.1K

Event2026-03-31

Filed2026-05-05

JUST

GOLDMAN SACHS ETF TR

0.24%

Shares417

Event2026-03-31

Filed2026-05-05

FQAL

FIDELITY COVINGTON TRUST

0.38%

Shares530

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

New

Shares402

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares827

Event2026-03-31

Filed2026-05-05

FUL

FULLER H B CO

5.12%

Shares554

Event2026-03-31

Filed2026-05-05

QLTY

2023 ETF SERIES TRUST II

0.21%

Shares944

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.78%

Shares130

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-8.44%

Shares217

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-3.33%

Shares145

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares584

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

1.75%

Shares1.6K

Event2026-03-31

Filed2026-05-05

ADM

ARCHER DANIELS MIDLAND CO

-25.48%

Shares430

Event2026-03-31

Filed2026-05-05

SCL

STEPAN CO

13.79%

Shares619

Event2026-03-31

Filed2026-05-05

HTO

SJW GROUP

-4.01%

Shares527

Event2026-03-31

Filed2026-05-05

SPGI

S P GLOBAL INC

28.07%

Shares73

Event2026-03-31

Filed2026-05-05

TOOTSIE ROLL INDS INC

-15.79%

Shares720

Event2026-03-31

Filed2026-05-05

FEDERAL RLTY INVT TR NEW

-3.33%

Shares290

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP

-17.65%

Shares182

Event2026-03-31

Filed2026-05-05

RPM

RPM INTL INC

14.87%

Shares309

Event2026-03-31

Filed2026-05-05

JIVE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares357

Event2026-03-31

Filed2026-05-05

CONSOLIDATED EDISON INC

-1.10%

Shares270

Event2026-03-31

Filed2026-05-05

CWT

CALIFORNIA WTR SVC GROUP

11.07%

Shares672

Event2026-03-31

Filed2026-05-05

UBSI

UNITED BANKSHARES INC WEST V

-13.59%

Shares731

Event2026-03-31

Filed2026-05-05

PPG

PPG INDS INC

6.39%

Shares283

Event2026-03-31

Filed2026-05-05

CBSH

COMMERCE BANCSHARES INC

24.04%

Shares614

Event2026-03-31

Filed2026-05-05

MSEX

MIDDLESEX WTR CO

20.08%

Shares580

Event2026-03-31

Filed2026-05-05

GWW

GRAINGER W W INC

0.00%

Shares28

Event2026-03-31

Filed2026-05-05

FTS

FORTIS INC

-11.93%

Shares539

Event2026-03-31

Filed2026-05-05

BKH

BLACK HILLS CORP

-12.35%

Shares433

Event2026-03-31

Filed2026-05-05

BDX

BECTON DICKINSON CO

9.14%

Shares191

Event2026-03-31

Filed2026-05-05

PNR

PENTAIR PLC

New

Shares342

Event2026-03-31

Filed2026-05-05

MGEE

MGE ENERGY INC

New

Shares385

Event2026-03-31

Filed2026-05-05

HRL

HORMEL FOODS CORP

27.97%

Shares1.3K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

50.52%

Shares146

Event2026-03-31

Filed2026-05-05

STANLEY BLACK DECKER INC

-12.92%

Shares418

Event2026-03-31

Filed2026-05-05

GRC

GORMAN RUPP CO

-39.97%

Shares476

Event2026-03-31

Filed2026-05-05

RLI

RLI CORP

27.97%

Shares517

Event2026-03-31

Filed2026-05-05

NFG

NATIONAL FUEL GAS CO

-12.32%

Shares313

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABS

27.80%

Shares285

Event2026-03-31

Filed2026-05-05

ITW

ILLINOIS TOOL WKS INC

-6.67%

Shares112

Event2026-03-31

Filed2026-05-05

KVUE

KENVUE INC

35.71%

Shares1.7K

Event2026-03-31

Filed2026-05-05

KMB

KIMBERLY CLARK CORP

33.04%

Shares302

Event2026-03-31

Filed2026-05-05

TNC

TENNANT CO

8.71%

Shares437

Event2026-03-31

Filed2026-05-05

FIDELITY COVINGTON TRUST

New

Shares589

Event2026-03-31

Filed2026-05-05

MSA

MSA SAFETY INC

-7.61%

Shares170

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

1.25%

Shares81

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

-90.74%

Shares322

Event2026-03-31

Filed2026-05-05

SUSB

ISHARES TR

-78.61%

Shares1.1K

Event2026-03-31

Filed2026-05-05

FWD

AB ACTIVE ETFS INC

New

Shares247

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-72.77%

Shares125

Event2026-03-31

Filed2026-05-05

SYY

SYSCO CORP

-12.08%

Shares364

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

2.01%

Shares457

Event2026-03-31

Filed2026-05-05

EVIM

MORGAN STANLEY ETF TRUST

0.41%

Shares491

Event2026-03-31

Filed2026-05-05

SOLV

SOLVENTUM CORP

0.00%

Shares385

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares216

Event2026-03-31

Filed2026-05-05

OALC

UNIFIED SER TR

0.58%

Shares691

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares491

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.63%

Shares478

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-6.35%

Shares118

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

1.49%

Shares68

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MFG LTD

New

Shares65

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

0.00%

Shares118

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

New

Shares814

Event2026-03-31

Filed2026-05-05

CUZ

COUSINS PPTYS INC

1.29%

Shares864

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

0.83%

Shares121

Event2026-03-31

Filed2026-05-05

BBAG

J P MORGAN EXCHANGE TRADED F

0.98%

Shares414

Event2026-03-31

Filed2026-05-05

ESGE

ISHARES INC

0.00%

Shares406

Event2026-03-31

Filed2026-05-05

DINT

DAVIS FUNDAMENTAL ETF TR

0.00%

Shares681

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

0.77%

Shares131

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-05

ITM

VANECK ETF TRUST

0.56%

Shares362

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

1.01%

Shares201

Event2026-03-31

Filed2026-05-05

LQD

ISHARES TR

0.67%

Shares150

Event2026-03-31

Filed2026-05-05

SHYD

VANECK ETF TRUST

0.57%

Shares704

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

0.83%

Shares121

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ETF TR

-1.16%

Shares171

Event2026-03-31

Filed2026-05-05

WIP

SPDR SER TR

0.55%

Shares366

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

New

Shares40

Event2026-03-31

Filed2026-05-05

USXF

ISHARES TR

-70.40%

Shares243

Event2026-03-31

Filed2026-05-05

SUSL

ISHARES TR

-92.13%

Shares115

Event2026-03-31

Filed2026-05-05

PRU

PRUDENTIAL FINL INC

1.57%

Shares129

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

-90.64%

Shares155

Event2026-03-31

Filed2026-05-05

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares91

Event2026-03-31

Filed2026-05-05

JCPI

J P MORGAN EXCHANGE TRADED F

0.39%

Shares256

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.00%

Shares21

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-33.56%

Shares99

Event2026-03-31

Filed2026-05-05

AOR

ISHARES TR

New

Shares172

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

-90.91%

Shares74

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

0.00%

Shares152

Event2026-03-31

Filed2026-05-05

PFFD

GLOBAL X FDS

1.63%

Shares562

Event2026-03-31

Filed2026-05-05

IWX

ISHARES TR

New

Shares109

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.00%

Shares16

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

0.82%

Shares123

Event2026-03-31

Filed2026-05-05

JPIB

J P MORGAN EXCHANGE TRADED F

1.60%

Shares190

Event2026-03-31

Filed2026-05-05

VIDI

ETF SER SOLUTIONS

0.00%

Shares223

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.64%

Shares158

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

80.00%

Shares81

Event2026-03-31

Filed2026-05-05

EAGG

ISHARES TR

0.67%

Shares150

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

0.00%

Shares40

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

0.00%

Shares101

Event2026-03-31

Filed2026-05-05

IBND

SPDR SER TR

0.49%

Shares204

Event2026-03-31

Filed2026-05-05

OPEN

OPENDOOR TECHNOLOGIES INC

-10.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

HYEM

VANECK ETF TRUST

New

Shares319

Event2026-03-31

Filed2026-05-05

FAN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares246

Event2026-03-31

Filed2026-05-05

XVV

ISHARES TR

New

Shares122

Event2026-03-31

Filed2026-05-05

FFSM

FIDELITY COVINGTON TRUST

New

Shares186

Event2026-03-31

Filed2026-05-05

ISCF

ISHARES TR

New

Shares140

Event2026-03-31

Filed2026-05-05

OACP

UNIFIED SER TR

1.20%

Shares253

Event2026-03-31

Filed2026-05-05

TPIF

TIMOTHY PLAN

0.00%

Shares156

Event2026-03-31

Filed2026-05-05

PRNT

ARK ETF TR

0.00%

Shares263

Event2026-03-31

Filed2026-05-05

SUSA

ISHARES TR

0.00%

Shares38

Event2026-03-31

Filed2026-05-05

IAGG

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-05-05

MERCK CO INC

2.63%

Shares39

Event2026-03-31

Filed2026-05-05

ICUI

ICU MED INC

0.00%

Shares34

Event2026-03-31

Filed2026-05-05

DFIS

DIMENSIONAL ETF TRUST

New

Shares121

Event2026-03-31

Filed2026-05-05

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares5

Event2026-03-31

Filed2026-05-05

LULU

LULULEMON ATHLETICA INC

0.00%

Shares24

Event2026-03-31

Filed2026-05-05

DMXF

ISHARES TR

-91.17%

Shares47

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

2.50%

Shares41

Event2026-03-31

Filed2026-05-05

SOXL

DIREXION SHS ETF TR

0.00%

Shares73

Event2026-03-31

Filed2026-05-05

MET

METLIFE INC

0.00%

Shares46

Event2026-03-31

Filed2026-05-05

CEF

SPROTT PHYSICAL GOLD SILVE

New

Shares68

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

0.00%

Shares30

Event2026-03-31

Filed2026-05-05

VGSR

MANAGER DIRECTED PORTFOLIOS

1.75%

Shares291

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-05

IBD

NORTHERN LTS FD TR IV

0.83%

Shares121

Event2026-03-31

Filed2026-05-05

PPTY

ETF SER SOLUTIONS

0.00%

Shares91

Event2026-03-31

Filed2026-05-05

WHR

WHIRLPOOL CORP

0.00%

Shares46

Event2026-03-31

Filed2026-05-05

JOBY

JOBY AVIATION INC

200.00%

Shares300

Event2026-03-31

Filed2026-05-05

SOFI

SOFI TECHNOLOGIES INC

New

Shares150

Event2026-03-31

Filed2026-05-05

BBBY

BEYOND INC

New

Shares500

Event2026-03-31

Filed2026-05-05

ACHR

ARCHER AVIATION INC

-48.57%

Shares360

Event2026-03-31

Filed2026-05-05

WVVI

WILLAMETTE VY VINEYARD INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-05

ATI

ATI INC

New

Shares11

Event2026-03-31

Filed2026-05-05

FSK

FS KKR CAP CORP

0.00%

Shares136

Event2026-03-31

Filed2026-05-05

OAEM

UNIFIED SER TR

0.00%

Shares34

Event2026-03-31

Filed2026-05-05

ITRI

ITRON INC

New

Shares15

Event2026-03-31

Filed2026-05-05

COPX

GLOBAL X FDS

New

Shares18

Event2026-03-31

Filed2026-05-05

CMRC

BIGCOMMERCE HLDGS INC

100.00%

Shares500

Event2026-03-31

Filed2026-05-05

GENERAL MTRS CO

0.00%

Shares17

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares28

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

0.00%

Shares3

Event2026-03-31

Filed2026-05-05

CVS

CVS HEALTH CORP

8.33%

Shares13

Event2026-03-31

Filed2026-05-05

BETTER HOME FINANCE HOLDIN

0.00%

Shares25

Event2026-03-31

Filed2026-05-05

REALTY INCOME CORP

0.00%

Shares14

Event2026-03-31

Filed2026-05-05

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares14

Event2026-03-31

Filed2026-05-05

PPSI

PIONEER PWR SOLUTIONS INC

New

Shares250

Event2026-03-31

Filed2026-05-05

HIMX

HIMAX TECHNOLOGIES INC

New

Shares100

Event2026-03-31

Filed2026-05-05

RAMACO RES INC

New

Shares50

Event2026-03-31

Filed2026-05-05

HNNA

HENNESSY ADVISORS INC

1.43%

Shares71

Event2026-03-31

Filed2026-05-05

KYNDRYL HLDGS INC

0.00%

Shares52

Event2026-03-31

Filed2026-05-05

SCHMID GROUP N V

New

Shares125

Event2026-03-31

Filed2026-05-05

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

New

Shares100

Event2026-03-31

Filed2026-05-05

GME

GAMESTOP CORP NEW

New

Shares25

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available