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The Analysis of Clayton Financial Group LLC's Holdings & P&L

Currently, Clayton Financial Group LLC holds 614 types of securities in its portfolio with a total value $194.7M. In the most recent quarter, they have increased their positions in VOT (+1.4K shares, valued at $372.1K), VBR (+1.6K shares, valued at $350.9K), VOE (+1.5K shares, valued at $278.6K); decreased their positions in N/A (-492 shares, valued at $293.7K), VB (-867 shares, valued at $227.1K), VO (-784 shares, valued at $225.2K); initiated new positions in OTF (+847 shares, valued at $10.5K), GBDC (+807 shares, valued at $10.2K), ARCC (+529 shares, valued at $9.5K).

1M P&L

+6.4M+3.18%

3M P&L

-126.5M-37.86%

HY P&L

-123.6M-37.31%

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/A145.8M

78.2%

2Banks - Regional18.9M

10.1%

3Consumer Electronics2.4M

1.3%

Top Industries by Stock Count

1N/A124 stocks

22.1%

2Utilities - Regulated Electric19 stocks

3.4%

3Software - Application17 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS128.1K shares0.07%2026-03-312026-04-13

VUG VANGUARD INDEX FDS56.7K shares0.37%2026-03-312026-04-13

SMBC SOUTHERN MO BANCORP INC280.4K shares0.00%2026-03-312026-04-13

VOE VANGUARD INDEX FDS85.8K shares1.79%2026-03-312026-04-13

VOT VANGUARD INDEX FDS52.6K shares2.83%2026-03-312026-04-13

VBR VANGUARD INDEX FDS44.3K shares3.78%2026-03-312026-04-13

IJT ISHARES TR47.5K shares3.06%2026-03-312026-04-13

VBK VANGUARD INDEX FDS21.5K shares2.40%2026-03-312026-04-13

Sponsored

IEFA ISHARES TR67.9K shares-3.23%2026-03-312026-04-13

IJS ISHARES TR38.3K shares0.18%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR7.1K shares0.13%2026-03-312026-04-13

VTI VANGUARD INDEX FDS11.1K shares0.42%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS28.1K shares5.50%2026-03-312026-04-13

AAPL APPLE INC9.5K shares-0.97%2026-03-312026-04-13

EFG ISHARES TR18.6K shares14.04%2026-03-312026-04-13

NVDA NVIDIA CORPORATION11.3K shares0.00%2026-03-312026-04-13

Sponsored

IEMG ISHARES INC28.3K shares-3.43%2026-03-312026-04-13

EFV ISHARES TR26.4K shares7.33%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares0.00%2026-03-312026-04-13

ABBV ABBVIE INC7.0K shares0.00%2026-03-312026-04-13

ITOT ISHARES TR10.5K shares0.16%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-13

QDF FLEXSHARES TR17.0K shares0.00%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR49.7K shares0.22%2026-03-312026-04-13

Sponsored

AXP AMERICAN EXPRESS CO4.0K shares0.00%2026-03-312026-04-13

VO VANGUARD INDEX FDS4.0K shares-16.52%2026-03-312026-04-13

BA BOEING CO5.5K shares0.00%2026-03-312026-04-13

IVW ISHARES TR9.6K shares0.03%2026-03-312026-04-13

PEP PEPSICO INC6.5K shares0.00%2026-03-312026-04-13

ALPHABET INC ALPHABET INC2.9K shares0.00%2026-03-312026-04-13

TPR TAPESTRY INC5.9K shares0.00%2026-03-312026-04-13

CSRE COHEN & STEERS ETF TRUST30.6K shares14.09%2026-03-312026-04-13

Sponsored

PG PROCTER & GAMBLE CO5.4K shares-5.13%2026-03-312026-04-13

VB VANGUARD INDEX FDS2.8K shares-23.45%2026-03-312026-04-13

IVV ISHARES TR1.0K shares3.17%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR21.0K shares0.00%2026-03-312026-04-13

ABT ABBOTT LABORATORIES6.2K shares-0.02%2026-03-312026-04-13

EMR EMERSON ELEC CO4.6K shares-1.07%2026-03-312026-04-13

MSFT MICROSOFT CORP1.6K shares-4.11%2026-03-312026-04-13

EFSC ENTERPRISE FINL SVCS CORP10.0K shares0.00%2026-03-312026-04-13

Sponsored

GUNR FLEXSHARES TR9.8K shares0.00%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST7.9K shares0.00%2026-03-312026-04-13

IWD ISHARES TR2.3K shares0.18%2026-03-312026-04-13

IVE ISHARES TR2.3K shares4.20%2026-03-312026-04-13

EFA ISHARES TR4.8K shares0.00%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-04-13

DVY ISHARES TR2.5K shares0.00%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-04-13

Sponsored

COST COSTCO WHOLESALE CORPORATION358 shares2.87%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO1.2K shares0.00%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC1.6K shares0.00%2026-03-312026-04-13

CAT CATERPILLAR INC482 shares-6.77%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST10.0K shares0.00%2026-03-312026-04-13

AMP AMERIPRISE FINL INC739 shares0.00%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.00%2026-03-312026-04-13

IJK ISHARES TR3.2K shares0.03%2026-03-312026-04-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.3K shares0.00%2026-03-312026-04-13

CVS CVS HEALTH CORP4.5K shares0.00%2026-03-312026-04-13

NFLX NETFLIX INC.3.0K shares1.24%2026-03-312026-04-13

IWR ISHARES TR2.9K shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC902 shares0.00%2026-03-312026-04-13

IJH ISHARES TR4.1K shares0.05%2026-03-312026-04-13

DSTL ETF SER SOLUTIONS4.7K shares0.32%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR8.5K shares0.24%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION1.3K shares0.00%2026-03-312026-04-13

PWR QUANTA SVCS INC465 shares-8.82%2026-03-312026-04-13

VV VANGUARD INDEX FDS795 shares35.67%2026-03-312026-04-13

AMZN AMAZON COM INC1.1K shares-0.27%2026-03-312026-04-13

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-04-13

IWP ISHARES TR1.7K shares0.00%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-13

IJJ ISHARES TR1.5K shares0.20%2026-03-312026-04-13

Sponsored

PYLD PIMCO ETF TR7.7K shares-6.55%2026-03-312026-04-13

USHY ISHARES TR5.5K shares0.00%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR7.8K shares1.26%2026-03-312026-04-13

DEM WISDOMTREE TR3.8K shares-16.91%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR1.4K shares0.87%2026-03-312026-04-13

MO ALTRIA GROUP INC2.8K shares0.00%2026-03-312026-04-13

CSCO CISCO SYS INC2.3K shares0.00%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS286 shares-63.24%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC514 shares1.98%2026-03-312026-04-13

IWF ISHARES TR396 shares28.16%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR3.4K shares6.00%2026-03-312026-04-13

DE DEERE & CO294 shares0.00%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC451 shares0.00%2026-03-312026-04-13

IWS ISHARES TR1.1K shares0.00%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR1.0K shares-0.96%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T224 shares-3.45%2026-03-312026-04-13

Sponsored

MMC MARSH & MCLENNAN COS INC801 shares1.26%2026-03-312026-04-13

TWI TITAN INTL INC ILL20.1K shares0.00%2026-03-312026-04-13

IGF ISHARES TR2.0K shares0.00%2026-03-312026-04-13

SBUX STARBUCKS CORP1.5K shares0.00%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE IN854 shares0.00%2026-03-312026-04-13

IBTM ISHARES TR5.8K shares-10.87%2026-03-312026-04-13

META META PLATFORMS INC231 shares0.00%2026-03-312026-04-13

DBND DOUBLELINE ETF TRUST2.7K shares0.00%2026-03-312026-04-13

Sponsored

DHR DANAHER CORP DEL615 shares2.50%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW1.6K shares0.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON449 shares0.00%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP378 shares0.00%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS490 shares0.00%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST2.5K shares0.00%2026-03-312026-04-13

TSLA TESLA INC262 shares0.00%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS1.2K shares0.00%2026-03-312026-04-13

Sponsored

VFLO VICTORY PORTFOLIOS II2.4K shares-4.55%2026-03-312026-04-13

BSX BOSTON SCIENTIFIC CORP1.4K shares0.00%2026-03-312026-04-13

MMM 3M CO619 shares0.00%2026-03-312026-04-13

XOM EXXON MOBIL CORP518 shares0.00%2026-03-312026-04-13

MCD MCDONALDS CORP276 shares0.00%2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS107 shares0.00%2026-03-312026-04-13

MLM MARTIN MARIETTA MATLS INC140 shares0.00%2026-03-312026-04-13

AMGN AMGEN INC234 shares0.00%2026-03-312026-04-13

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AVUV AMERICAN CENTY ETF TR743 shares-14.30%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC675 shares0.00%2026-03-312026-04-13

TLT ISHARES TR893 shares793.00%2026-03-312026-04-13

RTX RTX CORPORATION401 shares-8.66%2026-03-312026-04-13

IWO ISHARES TR242 shares0.00%2026-03-312026-04-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC681 shares-3.81%2026-03-312026-04-13

XLY SELECT SECTOR SPDR TR675 shares12.50%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC148 shares0.00%2026-03-312026-04-13

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FTNT FORTINET INC890 shares0.00%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F947 shares0.00%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC73 shares0.00%2026-03-312026-04-13

SCZ ISHARES TR853 shares0.00%2026-03-312026-04-13

CSX CSX CORP1.6K shares-13.01%2026-03-312026-04-13

IBTO ISHARES TR2.7K shares-0.51%2026-03-312026-04-13

NOBL PROSHARES TR615 shares0.00%2026-03-312026-04-13

XLC SELECT SECTOR SPDR TR584 shares0.00%2026-03-312026-04-13

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XLP SELECT SECTOR SPDR TR789 shares-4.13%2026-03-312026-04-13

IWY ISHARES TR257 shares0.00%2026-03-312026-04-13

MFS ACTIVE EXCHANGE TRADED F MFS ACTIVE EXCHANGE TRADED F2.3K shares-1.42%2026-03-312026-04-13

INTU INTUIT143 shares2.14%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR605 shares-4.27%2026-03-312026-04-13

SGOV ISHARES TR598 shares0.00%2026-03-312026-04-13

ORLY OREILLY AUTOMOTIVE INC645 shares0.00%2026-03-312026-04-13

EVSD MORGAN STANLEY ETF TRUST1.1K shares0.00%2026-03-312026-04-13

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XLI SELECT SECTOR SPDR TR359 shares-10.47%2026-03-312026-04-13

J JACOBS SOLUTIONS INC455 shares0.00%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND291 shares-11.55%2026-03-312026-04-13

ORCL ORACLE CORP392 shares2.08%2026-03-312026-04-13

LLY ELI LILLY & CO62 shares-4.62%2026-03-312026-04-13

BAB INVESCO EXCH TRADED FD TR II2.0K shares0.00%2026-03-312026-04-13

ADI ANALOG DEVICES INC170 shares0.00%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC180 shares-32.08%2026-03-312026-04-13

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ZBH ZIMMER BIOMET HOLDINGS INC525 shares2.34%2026-03-312026-04-13

PFE PFIZER INC1.7K shares0.12%2026-03-312026-04-13

IBTG ISHARES TR2.0K shares3.73%2026-03-312026-04-13

T AT&T INC1.6K shares3.69%2026-03-312026-04-13

WFC WELLS FARGO & CO553 shares0.00%2026-03-312026-04-13

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC3.3K shares0.00%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS294 shares0.00%2026-03-312026-04-13

AWK AMERICAN WTR WKS CO INC NEW308 shares0.00%2026-03-312026-04-13

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CITIGROUP INC CITIGROUP INC362 shares248.08%2026-03-312026-04-13

MA MASTERCARD INCORPORATED80 shares0.00%2026-03-312026-04-13

DIS DISNEY WALT CO412 shares0.00%2026-03-312026-04-13

OC OWENS CORNING NEW358 shares0.00%2026-03-312026-04-13

IWM ISHARES TR155 shares101.30%2026-03-312026-04-13

PLD PROLOGIS INC.287 shares0.00%2026-03-312026-04-13

AMT AMERICAN TOWER CORP217 shares8.50%2026-03-312026-04-13

WMT WALMART INC293 shares0.00%2026-03-312026-04-13

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NEAR ISHARES U S ETF TR708 shares-64.58%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC77 shares0.00%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F634 shares4.79%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC116 shares-17.73%2026-03-312026-04-13

BITWISE XRP ETF BITWISE XRP ETF2.2K shares0.00%2026-03-312026-04-13

CANARY XRP ETF CANARY XRP ETF2.3K shares0.00%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR696 shares-3.87%2026-03-312026-04-13

ZROZ PIMCO ETF TR482 shares423.91%2026-03-312026-04-13

Sponsored

TSCO TRACTOR SUPPLY CO680 shares0.00%2026-03-312026-04-13

ICF ISHARES TR491 shares0.00%2026-03-312026-04-13

CLOA BLACKROCK ETF TRUST II579 shares0.00%2026-03-312026-04-13

RWR SPDR SERIES TRUST270 shares0.00%2026-03-312026-04-13

SYK STRYKER CORPORATION78 shares2.63%2026-03-312026-04-13

GILD GILEAD SCIENCES INC183 shares0.00%2026-03-312026-04-13

USB US BANCORP467 shares0.00%2026-03-312026-04-13

TJX TJX COS INC NEW152 shares0.00%2026-03-312026-04-13

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VZ VERIZON COMMUNICATIONS INC480 shares37.14%2026-03-312026-04-13

IBTL ISHARES TR1.1K shares4.86%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC69 shares0.00%2026-03-312026-04-13

IBTI ISHARES TR1.0K shares1.95%2026-03-312026-04-13

IBTJ ISHARES TR1.1K shares2.21%2026-03-312026-04-13

IBTH ISHARES TR1.0K shares3.91%2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION400 shares-17.01%2026-03-312026-04-13

XLB SELECT SECTOR SPDR TR435 shares-10.86%2026-03-312026-04-13

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V VISA INC71 shares0.00%2026-03-312026-04-13

CB CHUBB LTD SWITZ65 shares0.00%2026-03-312026-04-13

KO COCA COLA CO275 shares0.00%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR341 shares-24.22%2026-03-312026-04-13

NEM NEWMONT CORP192 shares0.00%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC130 shares-27.78%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS285 shares0.00%2026-03-312026-04-13

PPLT ABRDN PLATINUM ETF TRUST100 shares0.00%2026-03-312026-04-13

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NKE NIKE INC337 shares28.14%2026-03-312026-04-13

BIIB BIOGEN INC97 shares0.00%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP80 shares0.00%2026-03-312026-04-13

BAC BANK AMERICA CORP344 shares0.00%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE58 shares0.00%2026-03-312026-04-13

FTSL FIRST TR EXCHANGE-TRADED FD366 shares0.00%2026-03-312026-04-13

DG DOLLAR GEN CORP137 shares0.00%2026-03-312026-04-13

XRPI VOLATILITY SHS TR2.1K shares0.61%2026-03-312026-04-13

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ISRG INTUITIVE SURGICAL INC35 shares0.00%2026-03-312026-04-13

HCA HCA HEALTHCARE INC34 shares0.00%2026-03-312026-04-13

HLT HILTON WORLDWIDE HLDGS INC52 shares0.00%2026-03-312026-04-13

CMCSA COMCAST CORP NEW545 shares0.00%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC216 shares0.00%2026-03-312026-04-13

IBTK ISHARES TR787 shares4.65%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP25 shares4.17%2026-03-312026-04-13

CME CME GROUP INC50 shares0.00%2026-03-312026-04-13

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AMD ADVANCED MICRO DEVICES INC72 shares-15.29%2026-03-312026-04-13

GM GENERAL MTRS CO194 shares-2.02%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC145 shares222.22%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC36 shares-7.69%2026-03-312026-04-13

VLO VALERO ENERGY CORP56 shares0.00%2026-03-312026-04-13

CWB SPDR SERIES TRUST148 shares0.00%2026-03-312026-04-13

OTIS OTIS WORLDWIDE CORP175 shares-18.98%2026-03-312026-04-13

KLAC KLA CORP9 shares0.00%2026-03-312026-04-13

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LOW LOWES COS INC53 shares0.00%2026-03-312026-04-13

GEV GE VERNOVA INC14 shares0.00%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC93 shares0.00%2026-03-312026-04-13

PGR PROGRESSIVE CORP61 shares-17.57%2026-03-312026-04-13

MET METLIFE INC169 shares0.00%2026-03-312026-04-13

NEE NEXTERA ENERGY INC128 shares0.00%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC28 shares0.00%2026-03-312026-04-13

BSCQ INVESCO EXCH TRD SLF IDX FD595 shares1.88%2026-03-312026-04-13

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LHX L3HARRIS TECHNOLOGIES INC33 shares0.00%2026-03-312026-04-13

PICK ISHARES INC200 shares0.00%2026-03-312026-04-13

MS MORGAN STANLEY67 shares0.00%2026-03-312026-04-13

BKR BAKER HUGHES COMPANY178 shares0.00%2026-03-312026-04-13

OTF BLUE OWL TECHNOLOGY FIN CORP847 sharesnew addition2026-03-312026-04-13

HEDJ WISDOMTREE TR200 shares0.00%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP15 shares0.00%2026-03-312026-04-13

GBDC GOLUB CAP BDC INC807 sharesnew addition2026-03-312026-04-13

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GS GOLDMAN SACHS GROUP INC12 shares0.00%2026-03-312026-04-13

CTAS CINTAS CORP60 shares0.00%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC219 shares338.00%2026-03-312026-04-13

AMAT APPLIED MATLS INC29 shares0.00%2026-03-312026-04-13

NXPI NXP SEMICONDUCTORS N V50 shares0.00%2026-03-312026-04-13

SRE SEMPRA101 shares0.00%2026-03-312026-04-13

IJR ISHARES TR79 shares0.00%2026-03-312026-04-13

BP BP PLC206 shares0.00%2026-03-312026-04-13

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SCHK SCHWAB STRATEGIC TR308 shares0.33%2026-03-312026-04-13

DLR DIGITAL RLTY TR INC53 shares0.00%2026-03-312026-04-13

ARCC ARES CAPITAL CORP529 sharesnew addition2026-03-312026-04-13

INTC INTEL CORP213 shares0.00%2026-03-312026-04-13

CDNS CADENCE DESIGN SYSTEM INC33 shares0.00%2026-03-312026-04-13

FTV FORTIVE CORP165 shares-1.20%2026-03-312026-04-13

XYZ BLOCK INC148 shares78.31%2026-03-312026-04-13

ADSK AUTODESK INC37 shares5.71%2026-03-312026-04-13

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COP CONOCOPHILLIPS67 shares0.00%2026-03-312026-04-13

D DOMINION ENERGY INC141 shares0.00%2026-03-312026-04-13

AIG AMERICAN INTL GROUP INC112 shares0.00%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC2 shares0.00%2026-03-312026-04-13

VST VISTRA CORP56 shares211.11%2026-03-312026-04-13

ETR ENTERGY CORP NEW74 shares0.00%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC83 shares0.00%2026-03-312026-04-13

ZTS ZOETIS INC69 shares64.29%2026-03-312026-04-13

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TDG TRANSDIGM GROUP INC7 shares-46.15%2026-03-312026-04-13

VOLATILITY SHS TR VOLATILITY SHS TR201 sharesnew addition2026-03-312026-04-13

NFRA FLEXSHARES TR125 shares0.00%2026-03-312026-04-13

XEL XCEL ENERGY INC99 shares0.00%2026-03-312026-04-13

KVUE KENVUE INC445 shares105.07%2026-03-312026-04-13

YUM YUM BRANDS INC49 shares0.00%2026-03-312026-04-13

WM WASTE MGMT INC DEL33 shares0.00%2026-03-312026-04-13

CVNA CARVANA CO24 shares380.00%2026-03-312026-04-13

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COIN COINBASE GLOBAL INC43 sharesnew addition2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC60 shares0.00%2026-03-312026-04-13

SPGI S&P GLOBAL INC17 shares-29.17%2026-03-312026-04-13

PRU PRUDENTIAL FINL INC73 shares0.00%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP39 shares0.00%2026-03-312026-04-13

HIG HARTFORD INSURANCE GROUP INC52 shares0.00%2026-03-312026-04-13

TROW PRICE T ROWE GROUP INC77 shares50.98%2026-03-312026-04-13

PCG PG&E CORP394 shares0.00%2026-03-312026-04-13

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WELL WELLTOWER INC35 shares0.00%2026-03-312026-04-13

CRM SALESFORCE INC37 shares428.57%2026-03-312026-04-13

PHO INVESCO EXCHANGE TRADED FD T100 shares0.00%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC41 shares20.59%2026-03-312026-04-13

GLW CORNING INC48 shares0.00%2026-03-312026-04-13

WST WEST PHARMACEUTICAL SVSC INC26 shares0.00%2026-03-312026-04-13

WBD WARNER BROS DISCOVERY INC236 shares0.00%2026-03-312026-04-13

KDP KEURIG DR PEPPER INC245 shares0.00%2026-03-312026-04-13

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IAK ISHARES TR50 shares0.00%2026-03-312026-04-13

SPYM SPDR SERIES TRUST80 shares0.00%2026-03-312026-04-13

ADM ARCHER DANIELS MIDLAND CO84 shares0.00%2026-03-312026-04-13

MCK MCKESSON CORP7 shares0.00%2026-03-312026-04-13

CNC CENTENE CORP DEL185 shares1.09%2026-03-312026-04-13

HAL HALLIBURTON CO153 shares0.00%2026-03-312026-04-13

EQIX EQUINIX INC6 sharesnew addition2026-03-312026-04-13

GNRC GENERAC HLDGS INC30 shares-18.92%2026-03-312026-04-13

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DVN DEVON ENERGY CORP NEW116 shares0.00%2026-03-312026-04-13

TXN TEXAS INSTRS INC30 shares0.00%2026-03-312026-04-13

QCOM QUALCOMM INC45 shares-33.82%2026-03-312026-04-13

MTB M & T BK CORP28 shares0.00%2026-03-312026-04-13

HWM HOWMET AEROSPACE INC25 shares0.00%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP61 shares0.00%2026-03-312026-04-13

NRG NRG ENERGY INC39 shares178.57%2026-03-312026-04-13

APH AMPHENOL CORP45 shares0.00%2026-03-312026-04-13

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WDC WESTERN DIGITAL CORP21 shares0.00%2026-03-312026-04-13

TMUS T-MOBILE US INC27 shares0.00%2026-03-312026-04-13

JCI JOHNSON CONTROLS INTERNATION43 shares0.00%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR223 shares71.54%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP20 shares0.00%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP47 shares0.00%2026-03-312026-04-13

SO SOUTHERN CO57 shares0.00%2026-03-312026-04-13

DOW DOW HLDGS INC127 shares0.00%2026-03-312026-04-13

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FCX FREEPORT MCMORAN INC89 shares0.00%2026-03-312026-04-13

HON HONEYWELL INTL INC23 shares0.00%2026-03-312026-04-13

WMB WILLIAMS COS INC71 shares0.00%2026-03-312026-04-13

AEE AMEREN CORP47 shares0.00%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP15 shares0.00%2026-03-312026-04-13

SLB SLB LIMITED100 shares0.00%2026-03-312026-04-13

VLTO VERALTO CORP58 shares0.00%2026-03-312026-04-13

EIX EDISON INTL70 shares0.00%2026-03-312026-04-13

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL13 shares0.00%2026-03-312026-04-13

SNDK SANDISK CORP8 shares0.00%2026-03-312026-04-13

EXPE EXPEDIA GROUP INC22 shares4.76%2026-03-312026-04-13

PPL PPL CORP132 shares193.33%2026-03-312026-04-13

FDX FEDEX CORP14 shares0.00%2026-03-312026-04-13

STXS STEREOTAXIS INC2.7K sharesnew addition2026-03-312026-04-13

VICI VICI PPTYS INC180 sharesnew addition2026-03-312026-04-13

MPC MARATHON PETE CORP20 shares0.00%2026-03-312026-04-13

Sponsored

UAL UNITED AIRLS HLDGS INC53 shares-3.64%2026-03-312026-04-13

DDOG DATADOG INC41 shares-28.07%2026-03-312026-04-13

CFG CITIZENS FINL GROUP INC80 shares0.00%2026-03-312026-04-13

CTRA COTERRA ENERGY INC136 shares0.00%2026-03-312026-04-13

MSI MOTOROLA SOLUTIONS INC11 shares0.00%2026-03-312026-04-13

PAVE GLOBAL X FDS92 shares0.00%2026-03-312026-04-13

CNP CENTERPOINT ENERGY INC105 shares0.00%2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO14 shares0.00%2026-03-312026-04-13

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FIS FIDELITY NATL INFORMATION SV94 shares-4.08%2026-03-312026-04-13

CINF CINCINNATI FINL CORP28 shares0.00%2026-03-312026-04-13

MCO MOODYS CORP10 shares0.00%2026-03-312026-04-13

SNPS SYNOPSYS INC11 shares22.22%2026-03-312026-04-13

IOT SAMSARA INC136 shares0.00%2026-03-312026-04-13

CMI CUMMINS INC8 shares0.00%2026-03-312026-04-13

FICO FAIR ISAAC CORP4 shares0.00%2026-03-312026-04-13

ECL ECOLAB INC16 shares0.00%2026-03-312026-04-13

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AVB AVALONBAY CMNTYS INC26 sharesnew addition2026-03-312026-04-13

TDY TELEDYNE TECHNOLOGIES INC7 shares0.00%2026-03-312026-04-13

CROWN CASTLE INC CROWN CASTLE INC52 shares-32.47%2026-03-312026-04-13

CMG CHIPOTLE MEXICAN GRILL INC132 shares10.92%2026-03-312026-04-13

GBTC GRAYSCALE BITCOIN TRUST ETF80 shares60.00%2026-03-312026-04-13

OMC OMNICOM GROUP INC56 shares-1.75%2026-03-312026-04-13

NOW SERVICENOW INC40 shares-57.89%2026-03-312026-04-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC20 shares0.00%2026-03-312026-04-13

Sponsored

STT STATE STR CORP33 sharesnew addition2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC16 shares0.00%2026-03-312026-04-13

ES EVERSOURCE ENERGY60 shares0.00%2026-03-312026-04-13

EFX EQUIFAX INC23 shares187.50%2026-03-312026-04-13

RCL ROYAL CARIBBEAN GROUP15 shares0.00%2026-03-312026-04-13

CMS CMS ENERGY CORP53 shares0.00%2026-03-312026-04-13

CF CF INDUSTRIES HOLD31 shares0.00%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW12 shares0.00%2026-03-312026-04-13

Sponsored

STZ CONSTELLATION BRANDS INC26 shares0.00%2026-03-312026-04-13

CRWV COREWEAVE INC50 shares0.00%2026-03-312026-04-13

HTUS CAPITOL SER TR100 shares0.00%2026-03-312026-04-13

PCAR PACCAR INC33 shares0.00%2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY13 shares0.00%2026-03-312026-04-13

LH LABCORP HOLDINGS INC14 shares0.00%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW20 shares0.00%2026-03-312026-04-13

VRSN VERISIGN INC15 shares150.00%2026-03-312026-04-13

Sponsored

DGX QUEST DIAGNOSTICS INC19 shares0.00%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV46 shares0.00%2026-03-312026-04-13

TTD THE TRADE DESK INC163 shares46.85%2026-03-312026-04-13

CTVA CORTEVA INC44 shares0.00%2026-03-312026-04-13

CHTR CHARTER COMMUNICATIONS INC17 shares183.33%2026-03-312026-04-13

ULTA ULTA BEAUTY INC7 shares0.00%2026-03-312026-04-13

CBOE CBOE GLOBAL MKTS INC13 shares0.00%2026-03-312026-04-13

URI UNITED RENTALS INC5 shares0.00%2026-03-312026-04-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC42 shares0.00%2026-03-312026-04-13

VGT VANGUARD WORLD FD5 shares0.00%2026-03-312026-04-13

ALB ALBEMARLE CORP20 shares0.00%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP4 shares0.00%2026-03-312026-04-13

ALL ALLSTATE CORP17 shares-63.83%2026-03-312026-04-13

FI FISERV INC63 shares-35.71%2026-03-312026-04-13

SYY SYSCO CORP49 shares-12.50%2026-03-312026-04-13

IRM IRON MTN INC DEL34 shares0.00%2026-03-312026-04-13

Sponsored

KHC KRAFT HEINZ CO153 shares53.00%2026-03-312026-04-13

OKE ONEOK INC NEW38 shares0.00%2026-03-312026-04-13

KEY KEYCORP171 shares0.00%2026-03-312026-04-13

F FORD MTR CO296 shares-57.89%2026-03-312026-04-13

IFF INTERNATIONAL FLAVORS&FRAGRA47 shares0.00%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW26 shares0.00%2026-03-312026-04-13

TGT TARGET CORP28 shares0.00%2026-03-312026-04-13

IP INTERNATIONAL PAPER CO94 shares193.75%2026-03-312026-04-13

Sponsored

ATO ATMOS ENERGY CORP18 shares0.00%2026-03-312026-04-13

WRB BERKLEY W R CORP50 shares0.00%2026-03-312026-04-13

L LOEWS CORP31 shares0.00%2026-03-312026-04-13

ABNB AIRBNB INC26 shares0.00%2026-03-312026-04-13

ENR ENERGIZER HLDGS INC200 shares0.00%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC20 shares0.00%2026-03-312026-04-13

MPWR MONOLITHIC PWR SYS INC3 shares0.00%2026-03-312026-04-13

TFC TRUIST FINL CORP71 shares-60.56%2026-03-312026-04-13

Sponsored

FAST FASTENAL CO70 shares0.00%2026-03-312026-04-13

ZM ZOOM COMMUNICATIONS INC40 shares0.00%2026-03-312026-04-13

EVRG EVERGY INC39 shares0.00%2026-03-312026-04-13

O REALTY INCOME CORP51 shares0.00%2026-03-312026-04-13

CSGP COSTAR GROUP INC77 shares0.00%2026-03-312026-04-13

SBAC SBA COMMUNICATIONS CORP18 sharesnew addition2026-03-312026-04-13

EA ELECTRONIC ARTS INC15 shares0.00%2026-03-312026-04-13

EBAY EBAY INC.33 shares0.00%2026-03-312026-04-13

Sponsored

DASH DOORDASH INC20 shares0.00%2026-03-312026-04-13

AME AMETEK INC14 shares0.00%2026-03-312026-04-13

EW EDWARDS LIFESCIENCES CORP37 shares0.00%2026-03-312026-04-13

BALL BALL CORP50 shares0.00%2026-03-312026-04-13

FE FIRSTENERGY CORP58 shares0.00%2026-03-312026-04-13

LKQ LKQ CORP100 shares-23.66%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP11 sharesnew addition2026-03-312026-04-13

TPL TEXAS PACIFIC LAND CORPORATI6 shares0.00%2026-03-312026-04-13

Sponsored

VTRS VIATRIS INC210 shares0.00%2026-03-312026-04-13

BDX BECTON DICKINSON & CO18 shares0.00%2026-03-312026-04-13

KEYS KEYSIGHT TECHNOLOGIES INC10 shares0.00%2026-03-312026-04-13

IDXX IDEXX LABS INC5 shares0.00%2026-03-312026-04-13

KIM KIMCO REALTY CORP124 shares195.24%2026-03-312026-04-13

APA CORPORATION APA CORPORATION65 shares195.45%2026-03-312026-04-13

TRGP TARGA RES CORP11 shares0.00%2026-03-312026-04-13

DRI DARDEN RESTAURANTS INC14 shares0.00%2026-03-312026-04-13

Sponsored

ARES ARES MANAGEMENT CORPORATION25 sharesnew addition2026-03-312026-04-13

DAL DELTA AIR LINES INC41 shares-64.96%2026-03-312026-04-13

DECK DECKERS OUTDOOR CORP27 shares0.00%2026-03-312026-04-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW125 shares0.00%2026-03-312026-04-13

CHWY CHEWY INC100 shares0.00%2026-03-312026-04-13

MSCI MSCI INC5 shares0.00%2026-03-312026-04-13

OPCH OPTION CARE HEALTH INC100 shares0.00%2026-03-312026-04-13

TER TERADYNE INC9 shares0.00%2026-03-312026-04-13

Sponsored

HII HUNTINGTON INGALLS INDS INC7 shares0.00%2026-03-312026-04-13

DIN DINE BRANDS GLOBAL INC100 shares0.00%2026-03-312026-04-13

HUM HUMANA INC15 shares-34.78%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS53 shares0.00%2026-03-312026-04-13

KR KROGER CO35 shares0.00%2026-03-312026-04-13

PEG PUBLIC SVC ENTERPRISE GROUP31 shares0.00%2026-03-312026-04-13

VEEV VEEVA SYS INC14 shares0.00%2026-03-312026-04-13

FOXA FOX CORP42 shares0.00%2026-03-312026-04-13

Sponsored

CBRE CBRE GROUP INC18 shares0.00%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO28 sharesnew addition2026-03-312026-04-13

BBY BEST BUY INC37 sharesnew addition2026-03-312026-04-13

FANG DIAMONDBACK ENERGY INC12 shares0.00%2026-03-312026-04-13

NUE NUCOR CORP14 shares0.00%2026-03-312026-04-13

EQR EQUITY RESIDENTIAL40 sharesnew addition2026-03-312026-04-13

EQT CORP EQT CORP37 shares0.00%2026-03-312026-04-13

DHI D R HORTON INC17 shares0.00%2026-03-312026-04-13

Sponsored

GRMN GARMIN LTD10 shares0.00%2026-03-312026-04-13

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC100 shares0.00%2026-03-312026-04-13

ACGL ARCH CAP GROUP LTD24 shares0.00%2026-03-312026-04-13

GME GAMESTOP CORP100 sharesnew addition2026-03-312026-04-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC49 shares0.00%2026-03-312026-04-13

RMD RESMED INC10 shares0.00%2026-03-312026-04-13

REG REGENCY CTRS CORP29 shares0.00%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC38 sharesnew addition2026-03-312026-04-13

Sponsored

STLA STELLANTIS N.V300 shares200.00%2026-03-312026-04-13

VTR VENTAS INC26 shares0.00%2026-03-312026-04-13

AXON AXON ENTERPRISE INC5 shares25.00%2026-03-312026-04-13

ROP ROPER TECHNOLOGIES INC6 sharesnew addition2026-03-312026-04-13

GL GLOBE LIFE INC15 shares0.00%2026-03-312026-04-13

LNT ALLIANT ENERGY CORP29 shares0.00%2026-03-312026-04-13

IQLT ISHARES TR45 shares0.00%2026-03-312026-04-13

HSY HERSHEY CO10 shares0.00%2026-03-312026-04-13

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN23 shares0.00%2026-03-312026-04-13

GEHC GE HEALTHCARE TECHNOLOGIES I29 shares0.00%2026-03-312026-04-13

BLDP BALLARD PWR SYS INC NEW852 shares0.00%2026-03-312026-04-13

IT GARTNER INC13 shares160.00%2026-03-312026-04-13

ALGN ALIGN TECHNOLOGY INC12 shares71.43%2026-03-312026-04-13

DOC HEALTHPEAK PROPERTIES INC125 shares0.00%2026-03-312026-04-13

A AGILENT TECHNOLOGIES INC18 shares0.00%2026-03-312026-04-13

WTW WILLIS TOWERS WATSON PLC LTD7 shares0.00%2026-03-312026-04-13

Sponsored

APP APPLOVIN CORP5 shares-61.54%2026-03-312026-04-13

INCY INCYTE CORP21 shares0.00%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC17 shares0.00%2026-03-312026-04-13

ADBE ADOBE INC8 sharesnew addition2026-03-312026-04-13

SFNC SIMMONS FIRST NATL CORP100 shares0.00%2026-03-312026-04-13

FF FUTUREFUEL CORP500 shares0.00%2026-03-312026-04-13

PNW PINNACLE WEST CAP CORP19 shares0.00%2026-03-312026-04-13

XYL XYLEM INC16 shares0.00%2026-03-312026-04-13

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA15 shares0.00%2026-03-312026-04-13

VMC VULCAN MATLS CO7 shares0.00%2026-03-312026-04-13

CENCORA INC CENCORA INC6 shares0.00%2026-03-312026-04-13

HPE HEWLETT PACKARD ENTERPRISE C79 shares0.00%2026-03-312026-04-13

DOV DOVER CORP9 shares0.00%2026-03-312026-04-13

IQV IQVIA HLDGS INC11 shares0.00%2026-03-312026-04-13

HOOD ROBINHOOD MKTS INC27 sharesnew addition2026-03-312026-04-13

JBL JABIL INC7 shares0.00%2026-03-312026-04-13

Sponsored

CPT CAMDEN PPTY TR19 shares0.00%2026-03-312026-04-13

IR INGERSOLL RAND INC23 shares0.00%2026-03-312026-04-13

PAYX PAYCHEX INC20 sharesnew addition2026-03-312026-04-13

EXR EXTRA SPACE STORAGE INC14 shares0.00%2026-03-312026-04-13

PINS PINTEREST INC100 shares0.00%2026-03-312026-04-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC24 shares0.00%2026-03-312026-04-13

UDR UDR INC54 shares50.00%2026-03-312026-04-13

AES AES CORP127 shares0.00%2026-03-312026-04-13

Sponsored

UHS UNIVERSAL HLTH SVCS INC10 shares0.00%2026-03-312026-04-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR9 shares0.00%2026-03-312026-04-13

JBLU JETBLUE AIRWAYS CORP400 shares0.00%2026-03-312026-04-13

DTE DTE ENERGY CO12 shares0.00%2026-03-312026-04-13

RVTY REVVITY INC20 shares-4.76%2026-03-312026-04-13

APD AIR PRODUCTS AND CHEMICALS I6 sharesnew addition2026-03-312026-04-13

SJM SMUCKER J M CO18 shares200.00%2026-03-312026-04-13

LEE LEE ENTERPRISES INC200 shares0.00%2026-03-312026-04-13

Sponsored

DNUT KRISPY KREME INC500 shares0.00%2026-03-312026-04-13

WDAY WORKDAY INC13 shares0.00%2026-03-312026-04-13

NTRS NORTHERN TR CORP12 shares0.00%2026-03-312026-04-13

KMB KIMBERLY-CLARK CORP17 sharesnew addition2026-03-312026-04-13

VTV

VANGUARD INDEX FDS

0.07%

Shares128.1K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.37%

Shares56.7K

Event2026-03-31

Filed2026-04-13

SMBC

SOUTHERN MO BANCORP INC

0.00%

Shares280.4K

Event2026-03-31

Filed2026-04-13

VOE

VANGUARD INDEX FDS

1.79%

Shares85.8K

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

2.83%

Shares52.6K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

3.78%

Shares44.3K

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

3.06%

Shares47.5K

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

2.40%

Shares21.5K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

-3.23%

Shares67.9K

Event2026-03-31

Filed2026-04-13

IJS

ISHARES TR

0.18%

Shares38.3K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

0.13%

Shares7.1K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.42%

Shares11.1K

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

5.50%

Shares28.1K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.97%

Shares9.5K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

14.04%

Shares18.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-3.43%

Shares28.3K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

7.33%

Shares26.4K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

0.16%

Shares10.5K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-13

QDF

FLEXSHARES TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

0.22%

Shares49.7K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-16.52%

Shares4.0K

Event2026-03-31

Filed2026-04-13

BOEING CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

0.03%

Shares9.6K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

TPR

TAPESTRY INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-13

CSRE

COHEN & STEERS ETF TRUST

14.09%

Shares30.6K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

-5.13%

Shares5.4K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-23.45%

Shares2.8K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

3.17%

Shares1.0K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-0.02%

Shares6.2K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-1.07%

Shares4.6K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-4.11%

Shares1.6K

Event2026-03-31

Filed2026-04-13

EFSC

ENTERPRISE FINL SVCS CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-13

GUNR

FLEXSHARES TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

0.18%

Shares2.3K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

4.20%

Shares2.3K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-13

DVY

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

2.87%

Shares358

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-6.77%

Shares482

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-13

AMP

AMERIPRISE FINL INC

0.00%

Shares739

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

IJK

ISHARES TR

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

1.24%

Shares3.0K

Event2026-03-31

Filed2026-04-13

IWR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

0.00%

Shares902

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

0.05%

Shares4.1K

Event2026-03-31

Filed2026-04-13

DSTL

ETF SER SOLUTIONS

0.32%

Shares4.7K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

0.24%

Shares8.5K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

PWR

QUANTA SVCS INC

-8.82%

Shares465

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

35.67%

Shares795

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-0.27%

Shares1.1K

Event2026-03-31

Filed2026-04-13

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-13

IWP

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

IJJ

ISHARES TR

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

-6.55%

Shares7.7K

Event2026-03-31

Filed2026-04-13

USHY

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

1.26%

Shares7.8K

Event2026-03-31

Filed2026-04-13

DEM

WISDOMTREE TR

-16.91%

Shares3.8K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

0.87%

Shares1.4K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-63.24%

Shares286

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

1.98%

Shares514

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

28.16%

Shares396

Event2026-03-31

Filed2026-04-13

XLF

SELECT SECTOR SPDR TR

6.00%

Shares3.4K

Event2026-03-31

Filed2026-04-13

DEERE & CO

0.00%

Shares294

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

0.00%

Shares451

Event2026-03-31

Filed2026-04-13

IWS

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-13

XLV

SELECT SECTOR SPDR TR

-0.96%

Shares1.0K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-3.45%

Shares224

Event2026-03-31

Filed2026-04-13

MMC

MARSH & MCLENNAN COS INC

1.26%

Shares801

Event2026-03-31

Filed2026-04-13

TWI

TITAN INTL INC ILL

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-13

IGF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares854

Event2026-03-31

Filed2026-04-13

IBTM

ISHARES TR

-10.87%

Shares5.8K

Event2026-03-31

Filed2026-04-13