Sponsored

The Analysis of CLEAR INVESTMENT RESEARCH, LLC's Holdings & P&L

Currently, CLEAR INVESTMENT RESEARCH, LLC holds 241 types of securities in its portfolio with a total value $63.9M. In the most recent quarter, they have increased their positions in XOM (+1.6K shares, valued at $277.0K), USO (+2.0K shares, valued at $253.5K), CLOI (+4.3K shares, valued at $225.1K); decreased their positions in IVE (-2.3K shares, valued at $477.8K), IEFA (-4.9K shares, valued at $444.1K), IVW (-3.9K shares, valued at $437.7K); initiated new positions in XOM (+1.6K shares, valued at $277.0K), USO (+2.0K shares, valued at $253.5K), CLOI (+4.3K shares, valued at $225.1K).

1M P&L

+1.6M+2.51%

3M P&L

+1.4M+2.10%

HY P&L

+2.6M+4.18%

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/A46.9M

76.7%

2Drug Manufacturers - General2.7M

4.4%

3Packaging & Containers1.9M

3.1%

Top Industries by Stock Count

1N/A103 stocks

46.2%

2Software - Infrastructure9 stocks

4.0%

3Software - Application7 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR11.5K shares-2.62%2026-03-312026-05-04

EDV VANGUARD WORLD FD80.6K shares-3.56%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR99.6K shares2.65%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR112.7K shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO2.7K shares0.62%2026-03-312026-05-04

GPK GRAPHIC PACKAGING HLDG CO188.7K shares0.98%2026-03-312026-05-04

AAPL APPLE INC6.3K shares1.52%2026-03-312026-05-04

SPMD SPDR SERIES TRUST26.6K shares14.43%2026-03-312026-05-04

Sponsored

ANGL VANECK ETF TRUST54.9K shares-11.39%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS23.5K shares4.09%2026-03-312026-05-04

IJH ISHARES TR21.7K shares-21.65%2026-03-312026-05-04

FBCG FIDELITY COVINGTON TRUST27.8K shares9.47%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR39.9K shares0.02%2026-03-312026-05-04

MSFT MICROSOFT CORP3.2K shares5.94%2026-03-312026-05-04

IJR ISHARES TR9.6K shares-4.54%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR49.2K shares-6.15%2026-03-312026-05-04

Sponsored

NVDA NVIDIA CORPORATION5.8K shares-2.92%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR37.3K shares2.72%2026-03-312026-05-04

TLT ISHARES TR11.0K shares-0.26%2026-03-312026-05-04

BAC BANK AMERICA CORP17.0K shares0.00%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR26.7K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.6K shares5.04%2026-03-312026-05-04

AMZN AMAZON COM INC3.3K shares8.48%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR22.8K shares0.00%2026-03-312026-05-04

Sponsored

MUNI PIMCO ETF TR12.4K shares0.07%2026-03-312026-05-04

IEFA ISHARES TR7.0K shares-41.20%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR20.4K shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR25.1K shares0.00%2026-03-312026-05-04

STIP ISHARES TR5.0K shares-1.28%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR5.8K shares-11.73%2026-03-312026-05-04

IEMG ISHARES INC7.0K shares-14.31%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS5.4K shares-1.96%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL959 shares-0.31%2026-03-312026-05-04

R RYDER SYS INC2.1K shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR5.9K shares-28.06%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST9.6K shares0.13%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.17%2026-03-312026-05-04

DGRO ISHARES TR5.0K shares-4.50%2026-03-312026-05-04

HYG ISHARES TR4.3K shares0.09%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR570 shares0.00%2026-03-312026-05-04

Sponsored

TIP ISHARES TR3.0K shares42.65%2026-03-312026-05-04

KO COCA COLA CO4.2K shares3.44%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.2K shares8.90%2026-03-312026-05-04

QUAL ISHARES TR1.6K shares-16.51%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T465 shares0.00%2026-03-312026-05-04

WMT WALMART INC2.3K shares0.00%2026-03-312026-05-04

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-05-04

TQQQ PROSHARES TR6.3K shares0.56%2026-03-312026-05-04

Sponsored

USO UNITED STS OIL FD LP2.0K sharesnew addition2026-03-312026-05-04

BROADCOM INC BROADCOM INC777 shares14.77%2026-03-312026-05-04

CLOI VANECK ETF TRUST4.3K sharesnew addition2026-03-312026-05-04

IXUS ISHARES TR2.4K shares-22.44%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP337 sharesnew addition2026-03-312026-05-04

DTCR GLOBAL X FDS8.4K sharesnew addition2026-03-312026-05-04

LDUR PIMCO ETF TR2.1K sharesnew addition2026-03-312026-05-04

SPYD SPDR SERIES TRUST4.1K sharesnew addition2026-03-312026-05-04

Sponsored

SO SOUTHERN CO1.9K sharesnew addition2026-03-312026-05-04

IMCV ISHARES TR2.0K sharesnew addition2026-03-312026-05-04

CARILLON SER TR CARILLON SER TR6.4K sharesnew addition2026-03-312026-05-04

SCHH SCHWAB STRATEGIC TR8.0K sharesnew addition2026-03-312026-05-04

LRGF ISHARES TR2.6K sharesnew addition2026-03-312026-05-04

SOXX ISHARES TR509 sharesnew addition2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR5.3K sharesnew addition2026-03-312026-05-04

SCZ ISHARES TR2.0K sharesnew addition2026-03-312026-05-04

Sponsored

META META PLATFORMS INC270 sharesnew addition2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST3.9K sharesnew addition2026-03-312026-05-04

WFC WELLS FARGO & CO1.7K sharesnew addition2026-03-312026-05-04

EVIM MORGAN STANLEY ETF TRUST2.6K sharesnew addition2026-03-312026-05-04

SPYV SPDR SERIES TRUST2.4K sharesnew addition2026-03-312026-05-04

TSLA TESLA INC365 sharesnew addition2026-03-312026-05-04

NLR VANECK ETF TRUST987 sharesnew addition2026-03-312026-05-04

SPYG SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-05-04

Sponsored

TFLR T ROWE PRICE ETF INC2.6K sharesnew addition2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR3.9K sharesnew addition2026-03-312026-05-04

PG PROCTER & GAMBLE CO775 sharesnew addition2026-03-312026-05-04

IWF ISHARES TR257 sharesnew addition2026-03-312026-05-04

TFC TRUIST FINL CORP2.3K sharesnew addition2026-03-312026-05-04

JHMM JOHN HANCOCK EXCHANGE TRADED1.6K sharesnew addition2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS2.3K sharesnew addition2026-03-312026-05-04

EEMV ISHARES INC1.6K sharesnew addition2026-03-312026-05-04

Sponsored

DFAT DIMENSIONAL ETF TRUST1.6K sharesnew addition2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC499 sharesnew addition2026-03-312026-05-04

NFLX NETFLIX INC.948 sharesnew addition2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC676 sharesnew addition2026-03-312026-05-04

CVX CHEVRON CORPORATION385 sharesnew addition2026-03-312026-05-04

HD HOME DEPOT INC239 sharesnew addition2026-03-312026-05-04

ISTB ISHARES TR1.6K sharesnew addition2026-03-312026-05-04

FPXI FIRST TR EXCHANGE-TRADED FD1.2K sharesnew addition2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON300 sharesnew addition2026-03-312026-05-04

AGG ISHARES TR735 sharesnew addition2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET1.8K sharesnew addition2026-03-312026-05-04

TBLL INVESCO EXCH TRADED FD TR II658 sharesnew addition2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II943 sharesnew addition2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION69 sharesnew addition2026-03-312026-05-04

IYR ISHARES TR712 sharesnew addition2026-03-312026-05-04

PEP PEPSICO INC418 sharesnew addition2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS1.2K sharesnew addition2026-03-312026-05-04

VTV VANGUARD INDEX FDS311 sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC279 sharesnew addition2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF1.5K sharesnew addition2026-03-312026-05-04

HODL VANECK BITCOIN ETF3.2K sharesnew addition2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR1.3K sharesnew addition2026-03-312026-05-04

ORCL ORACLE CORP391 sharesnew addition2026-03-312026-05-04

VTI VANGUARD INDEX FDS157 sharesnew addition2026-03-312026-05-04

Sponsored

MDLZ MONDELEZ INTL INC876 sharesnew addition2026-03-312026-05-04

FTA FIRST TR EXCHANGE-TRADED ALP537 sharesnew addition2026-03-312026-05-04

V VISA INC162 sharesnew addition2026-03-312026-05-04

HDV ISHARES TR359 sharesnew addition2026-03-312026-05-04

T AT&T INC1.6K sharesnew addition2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I160 sharesnew addition2026-03-312026-05-04

USMV ISHARES TR500 sharesnew addition2026-03-312026-05-04

PLD PROLOGIS INC.351 sharesnew addition2026-03-312026-05-04

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC467 sharesnew addition2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC123 sharesnew addition2026-03-312026-05-04

MCD MCDONALDS CORP140 sharesnew addition2026-03-312026-05-04

FIS FIDELITY NATL INFORMATION SV863 sharesnew addition2026-03-312026-05-04

MPLX MPLX LP700 sharesnew addition2026-03-312026-05-04

IWM ISHARES TR156 sharesnew addition2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS174 sharesnew addition2026-03-312026-05-04

SRE SEMPRA383 sharesnew addition2026-03-312026-05-04

Sponsored

SBUX STARBUCKS CORP413 sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO125 sharesnew addition2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC94 sharesnew addition2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC125 sharesnew addition2026-03-312026-05-04

PSX PHILLIPS 66197 sharesnew addition2026-03-312026-05-04

TSPA T ROWE PRICE ETF INC867 sharesnew addition2026-03-312026-05-04

DJP BARCLAYS BANK PLC686 sharesnew addition2026-03-312026-05-04

MU MICRON TECHNOLOGY INC95 sharesnew addition2026-03-312026-05-04

Sponsored

UNH UNITEDHEALTH GROUP INC115 sharesnew addition2026-03-312026-05-04

IMTM ISHARES TR636 sharesnew addition2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO500 sharesnew addition2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC174 sharesnew addition2026-03-312026-05-04

TXN TEXAS INSTRS INC154 sharesnew addition2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS49 sharesnew addition2026-03-312026-05-04

IVW ISHARES TR256 shares-93.80%2026-03-312026-05-04

USB US BANCORP544 sharesnew addition2026-03-312026-05-04

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC140 sharesnew addition2026-03-312026-05-04

IVE ISHARES TR119 shares-95.00%2026-03-312026-05-04

SMOT VANECK ETF TRUST703 sharesnew addition2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC118 sharesnew addition2026-03-312026-05-04

RTX RTX CORPORATION123 sharesnew addition2026-03-312026-05-04

CRM SALESFORCE INC119 sharesnew addition2026-03-312026-05-04

EMB ISHARES TR225 sharesnew addition2026-03-312026-05-04

DG DOLLAR GEN CORP176 sharesnew addition2026-03-312026-05-04

Sponsored

IJK ISHARES TR200 sharesnew addition2026-03-312026-05-04

RAAX VANECK ETF TRUST489 sharesnew addition2026-03-312026-05-04

O REALTY INCOME CORP316 sharesnew addition2026-03-312026-05-04

IYW ISHARES TR106 sharesnew addition2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F353 sharesnew addition2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN86 sharesnew addition2026-03-312026-05-04

QCOM QUALCOMM INC136 sharesnew addition2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP180 sharesnew addition2026-03-312026-05-04

Sponsored

ET ENERGY TRANSFER L P776 sharesnew addition2026-03-312026-05-04

HON HONEYWELL INTL INC59 sharesnew addition2026-03-312026-05-04

ECL ECOLAB INC45 sharesnew addition2026-03-312026-05-04

PFE PFIZER INC391 sharesnew addition2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC398 sharesnew addition2026-03-312026-05-04

RY ROYAL BK CDA67 sharesnew addition2026-03-312026-05-04

DVY ISHARES TR68 sharesnew addition2026-03-312026-05-04

IJJ ISHARES TR77 sharesnew addition2026-03-312026-05-04

Sponsored

SPYM SPDR SERIES TRUST133 sharesnew addition2026-03-312026-05-04

IWN ISHARES TR53 sharesnew addition2026-03-312026-05-04

ABT ABBOTT LABORATORIES98 sharesnew addition2026-03-312026-05-04

VOE VANGUARD INDEX FDS54 sharesnew addition2026-03-312026-05-04

UAMY UNITED STATES ANTIMONY CORP1.0K sharesnew addition2026-03-312026-05-04

CRWV COREWEAVE INC100 sharesnew addition2026-03-312026-05-04

VBR VANGUARD INDEX FDS32 sharesnew addition2026-03-312026-05-04

PSTG EVERPURE INC117 sharesnew addition2026-03-312026-05-04

Sponsored

ACWX ISHARES TR97 sharesnew addition2026-03-312026-05-04

HAL HALLIBURTON CO170 sharesnew addition2026-03-312026-05-04

RBRK RUBRIK INC.134 sharesnew addition2026-03-312026-05-04

AMT AMERICAN TOWER CORP37 sharesnew addition2026-03-312026-05-04

RKT ROCKET COS INC446 sharesnew addition2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC6 sharesnew addition2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS38 sharesnew addition2026-03-312026-05-04

SRLN SSGA ACTIVE ETF TR137 sharesnew addition2026-03-312026-05-04

Sponsored

PANW PALO ALTO NETWORKS INC34 sharesnew addition2026-03-312026-05-04

PH PARKER-HANNIFIN CORP6 sharesnew addition2026-03-312026-05-04

IONS IONIS PHARMACEUTICALS INC71 sharesnew addition2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C224 sharesnew addition2026-03-312026-05-04

FTGC FIRST TR EXCHANGE TRAD FD VI181 sharesnew addition2026-03-312026-05-04

USAR USA RARE EARTH INC338 sharesnew addition2026-03-312026-05-04

NEE NEXTERA ENERGY INC55 sharesnew addition2026-03-312026-05-04

AIRR FIRST TR EXCHANGE TRADED FD46 sharesnew addition2026-03-312026-05-04

Sponsored

EFA ISHARES TR52 sharesnew addition2026-03-312026-05-04

IWO ISHARES TR16 sharesnew addition2026-03-312026-05-04

VST VISTRA CORP33 sharesnew addition2026-03-312026-05-04

MRNA MODERNA INC97 sharesnew addition2026-03-312026-05-04

HP INC HP INC246 sharesnew addition2026-03-312026-05-04

NEAR ISHARES U S ETF TR90 sharesnew addition2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP20 sharesnew addition2026-03-312026-05-04

FLBL FRANKLIN TEMPLETON ETF TR186 sharesnew addition2026-03-312026-05-04

Sponsored

CVS CVS HEALTH CORP54 sharesnew addition2026-03-312026-05-04

TDG TRANSDIGM GROUP INC3 sharesnew addition2026-03-312026-05-04

SMR NUSCALE PWR CORP300 sharesnew addition2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC12 sharesnew addition2026-03-312026-05-04

ACWI ISHARES TR22 sharesnew addition2026-03-312026-05-04

WM WASTE MGMT INC DEL12 sharesnew addition2026-03-312026-05-04

NET CLOUDFLARE INC13 sharesnew addition2026-03-312026-05-04

ALNY ALNYLAM PHARMACEUTICALS INC8 sharesnew addition2026-03-312026-05-04

Sponsored

UBER UBER TECHNOLOGIES INC36 sharesnew addition2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC7 sharesnew addition2026-03-312026-05-04

TMUS T-MOBILE US INC11 sharesnew addition2026-03-312026-05-04

NTNX NUTANIX INC56 sharesnew addition2026-03-312026-05-04

HIMS HIMS & HERS HEALTH INC100 sharesnew addition2026-03-312026-05-04

CAG CONAGRA BRANDS INC129 sharesnew addition2026-03-312026-05-04

TJX TJX COS INC NEW12 sharesnew addition2026-03-312026-05-04

LULU LULULEMON ATHLETICA INC12 sharesnew addition2026-03-312026-05-04

Sponsored

CNH CNH INDL N V167 sharesnew addition2026-03-312026-05-04

W WAYFAIR INC23 sharesnew addition2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN8 sharesnew addition2026-03-312026-05-04

PRSU PURSUIT ATTRACTIONS AND HOSP43 sharesnew addition2026-03-312026-05-04

LW LAMB WESTON HLDGS INC34 sharesnew addition2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6 sharesnew addition2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC14 sharesnew addition2026-03-312026-05-04

NVO NOVO-NORDISK A S29 sharesnew addition2026-03-312026-05-04

Sponsored

NOW SERVICENOW INC10 sharesnew addition2026-03-312026-05-04

IJT ISHARES TR7 sharesnew addition2026-03-312026-05-04

EQIX EQUINIX INC1 sharesnew addition2026-03-312026-05-04

ALB ALBEMARLE CORP5 sharesnew addition2026-03-312026-05-04

TD TORONTO DOMINION BK ONT10 sharesnew addition2026-03-312026-05-04

KVUE KENVUE INC53 sharesnew addition2026-03-312026-05-04

SERV SERVE ROBOTICS INC100 sharesnew addition2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP3 sharesnew addition2026-03-312026-05-04

Sponsored

CCL CARNIVAL CORP32 sharesnew addition2026-03-312026-05-04

ADBE ADOBE INC3 sharesnew addition2026-03-312026-05-04

CMCSA COMCAST CORP NEW25 sharesnew addition2026-03-312026-05-04

COIN COINBASE GLOBAL INC3 sharesnew addition2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS6 sharesnew addition2026-03-312026-05-04

ABNB AIRBNB INC3 sharesnew addition2026-03-312026-05-04

MSTR STRATEGY INC3 sharesnew addition2026-03-312026-05-04

CELH CELSIUS HLDGS INC7 sharesnew addition2026-03-312026-05-04

Sponsored

HUBS HUBSPOT INC1 sharesnew addition2026-03-312026-05-04

KRNY KEARNY FINL CORP MD30 sharesnew addition2026-03-312026-05-04

FNF FIDELITY NATL FINL INC4 sharesnew addition2026-03-312026-05-04

DXC DXC TECHNOLOGY CO15 sharesnew addition2026-03-312026-05-04

DIS DISNEY WALT CO1 sharesnew addition2026-03-312026-05-04

PCY INVESCO EXCH TRADED FD TR II4 sharesnew addition2026-03-312026-05-04

SNAP SNAP INC10 sharesnew addition2026-03-312026-05-04

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC1 sharesnew addition2026-03-312026-05-04

Sponsored

CNNE CANNAE HLDGS INC1 sharesnew addition2026-03-312026-05-04

IVV

ISHARES TR

-2.62%

Shares11.5K

Event2026-03-31

Filed2026-05-04

EDV

VANGUARD WORLD FD

-3.56%

Shares80.6K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

2.65%

Shares99.6K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares112.7K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.62%

Shares2.7K

Event2026-03-31

Filed2026-05-04

GPK

GRAPHIC PACKAGING HLDG CO

0.98%

Shares188.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.52%

Shares6.3K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

14.43%

Shares26.6K

Event2026-03-31

Filed2026-05-04

ANGL

VANECK ETF TRUST

-11.39%

Shares54.9K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

4.09%

Shares23.5K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-21.65%

Shares21.7K

Event2026-03-31

Filed2026-05-04

FBCG

FIDELITY COVINGTON TRUST

9.47%

Shares27.8K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

0.02%

Shares39.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

5.94%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-4.54%

Shares9.6K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

-6.15%

Shares49.2K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-2.92%

Shares5.8K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

2.72%

Shares37.3K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

-0.26%

Shares11.0K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares26.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

5.04%

Shares2.6K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

8.48%

Shares3.3K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares22.8K

Event2026-03-31

Filed2026-05-04

MUNI

PIMCO ETF TR

0.07%

Shares12.4K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-41.20%

Shares7.0K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

-1.28%

Shares5.0K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

-11.73%

Shares5.8K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-14.31%

Shares7.0K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-1.96%

Shares5.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-0.31%

Shares959

Event2026-03-31

Filed2026-05-04

RYDER SYS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-28.06%

Shares5.9K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

0.13%

Shares9.6K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.17%

Shares4.8K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-4.50%

Shares5.0K

Event2026-03-31

Filed2026-05-04

HYG

ISHARES TR

0.09%

Shares4.3K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

0.00%

Shares570

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

42.65%

Shares3.0K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

3.44%

Shares4.2K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

8.90%

Shares2.2K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-16.51%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares465

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-04

TQQQ

PROSHARES TR

0.56%

Shares6.3K

Event2026-03-31

Filed2026-05-04

USO

UNITED STS OIL FD LP

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

14.77%

Shares777

Event2026-03-31

Filed2026-05-04

CLOI

VANECK ETF TRUST

New

Shares4.3K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

-22.44%

Shares2.4K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

New

Shares337

Event2026-03-31

Filed2026-05-04

DTCR

GLOBAL X FDS

New

Shares8.4K

Event2026-03-31

Filed2026-05-04

LDUR

PIMCO ETF TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-04

SPYD

SPDR SERIES TRUST

New

Shares4.1K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

New

Shares1.9K

Event2026-03-31

Filed2026-05-04

IMCV

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-04

CARILLON SER TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-04

SCHH

SCHWAB STRATEGIC TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-04

LRGF

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

New

Shares509

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-04