Sponsored

The Analysis of Factor Wealth Management LTD's Holdings & P&L

Currently, Factor Wealth Management LTD holds 162 types of securities in its portfolio with a total value $531.7M. In the most recent quarter, they have increased their positions in N/A (+14.6K shares, valued at $8.7M), DFUV (+178.4K shares, valued at $8.6M), DFSV (+242.4K shares, valued at $8.5M); decreased their positions in VO (-6.6K shares, valued at $1.9M), AVLV (-20.9K shares, valued at $1.7M), MUB (-15.6K shares, valued at $1.7M); initiated new positions in ESGU (+4.2K shares, valued at $598.9K), SPSB (+14.8K shares, valued at $446.0K), IBIT (+10.8K shares, valued at $413.4K).

1M P&L

+11.9M+2.28%

3M P&L

-4.1M-0.76%

HY P&L

+40.1M+8.11%

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/A459.3M

91.7%

2Consumer Electronics8.5M

1.7%

3Farm & Heavy Construction Machinery5.9M

1.2%

Top Industries by Stock Count

1N/A120 stocks

80.0%

2Drug Manufacturers - General2 stocks

1.3%

3Oil & Gas Integrated2 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUV DIMENSIONAL ETF TRUST718.4K shares33.03%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST441.9K shares12.53%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS37.3K shares64.36%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS240.1K shares10.29%2026-03-312026-04-20

DFSD DIMENSIONAL ETF TRUST361.1K shares15.58%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST238.2K shares-6.37%2026-03-312026-04-20

VXUS VANGUARD STAR FDS209.7K shares36.97%2026-03-312026-04-20

IJR ISHARES TR125.2K shares100.82%2026-03-312026-04-20

Sponsored

VCSH VANGUARD SCOTTSDALE FDS185.1K shares18.80%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T22.0K shares-8.29%2026-03-312026-04-20

DFIS DIMENSIONAL ETF TRUST410.7K shares51.10%2026-03-312026-04-20

ISTB ISHARES TR274.1K shares36.11%2026-03-312026-04-20

DFSV DIMENSIONAL ETF TRUST348.0K shares229.69%2026-03-312026-04-20

EMB ISHARES TR116.8K shares63.33%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST315.5K shares49.98%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS212.0K shares96.91%2026-03-312026-04-20

Sponsored

DFAC DIMENSIONAL ETF TRUST245.8K shares2.72%2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS191.0K shares697.39%2026-03-312026-04-20

VTV VANGUARD INDEX FDS43.9K shares8.42%2026-03-312026-04-20

AAPL APPLE INC33.6K shares0.60%2026-03-312026-04-20

AVLV AMERICAN CENTY ETF TR93.2K shares-18.30%2026-03-312026-04-20

AVDV AMERICAN CENTY ETF TR66.6K shares141.97%2026-03-312026-04-20

IGE ISHARES TR97.0K shares8.02%2026-03-312026-04-20

AVIV AMERICAN CENTY ETF TR80.9K shares-11.55%2026-03-312026-04-20

Sponsored

CAT CATERPILLAR INC8.4K shares-0.74%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares-11.11%2026-03-312026-04-20

FNDC SCHWAB STRATEGIC TR119.8K shares-21.32%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS57.6K shares20.48%2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST80.7K shares-9.08%2026-03-312026-04-20

DFUS DIMENSIONAL ETF TRUST68.9K shares9.00%2026-03-312026-04-20

VB VANGUARD INDEX FDS18.4K shares-6.98%2026-03-312026-04-20

VO VANGUARD INDEX FDS16.5K shares-28.59%2026-03-312026-04-20

Sponsored

DUSB DIMENSIONAL ETF TRUST91.3K shares-15.17%2026-03-312026-04-20

VSS VANGUARD INTL EQUITY INDEX F31.6K shares-22.01%2026-03-312026-04-20

IXC ISHARES TR74.3K shares18.87%2026-03-312026-04-20

ABBV ABBVIE INC19.3K shares4.85%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR52.0K shares-10.42%2026-03-312026-04-20

NVDA NVIDIA CORPORATION23.9K shares-0.08%2026-03-312026-04-20

DFAX DIMENSIONAL ETF TRUST113.7K shares7.81%2026-03-312026-04-20

VWOB VANGUARD WHITEHALL FDS56.5K shares-7.76%2026-03-312026-04-20

Sponsored

SUB ISHARES TR31.5K shares-23.89%2026-03-312026-04-20

EEM ISHARES TR57.1K shares-2.02%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F43.1K shares-17.82%2026-03-312026-04-20

SHYG ISHARES TR75.4K shares-30.83%2026-03-312026-04-20

VBIL VANGUARD INSTL INDEX FD41.7K shares367.62%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST88.5K shares-22.29%2026-03-312026-04-20

VNQI VANGUARD INTL EQUITY INDEX F65.2K shares98.09%2026-03-312026-04-20

IJH ISHARES TR41.4K shares3.00%2026-03-312026-04-20

Sponsored

AVDE AMERICAN CENTY ETF TR32.2K shares-0.44%2026-03-312026-04-20

DFLV DIMENSIONAL ETF TRUST76.3K shares2.97%2026-03-312026-04-20

IVV ISHARES TR4.1K shares59.98%2026-03-312026-04-20

VBR VANGUARD INDEX FDS12.2K shares8.23%2026-03-312026-04-20

DFCF DIMENSIONAL ETF TRUST59.6K shares-22.62%2026-03-312026-04-20

SGOV ISHARES TR24.8K shares-35.54%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST54.4K shares-22.42%2026-03-312026-04-20

XOM EXXON MOBIL CORP14.3K shares0.09%2026-03-312026-04-20

Sponsored

REET ISHARES TR94.0K shares19.58%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST54.5K shares-21.74%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR19.0K shares-18.50%2026-03-312026-04-20

IAGG ISHARES TR39.6K shares4.81%2026-03-312026-04-20

MSFT MICROSOFT CORP5.0K shares5.12%2026-03-312026-04-20

AMZN AMAZON COM INC9.0K shares-1.56%2026-03-312026-04-20

IXUS ISHARES TR21.3K shares-3.39%2026-03-312026-04-20

IGSB ISHARES TR34.1K shares-39.29%2026-03-312026-04-20

Sponsored

EFA ISHARES TR18.1K shares4.29%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS11.6K shares-33.41%2026-03-312026-04-20

ALPHABET INC ALPHABET INC6.0K shares-0.50%2026-03-312026-04-20

AVSF AMERICAN CENTY ETF TR35.9K shares-9.04%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR53.7K shares25.08%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares0.00%2026-03-312026-04-20

DFAR DIMENSIONAL ETF TRUST68.5K shares-13.04%2026-03-312026-04-20

VDE VANGUARD WORLD FD8.7K shares-21.35%2026-03-312026-04-20

Sponsored

GNR SPDR INDEX SHS FDS19.9K shares-9.40%2026-03-312026-04-20

DISV DIMENSIONAL ETF TRUST36.4K shares20.27%2026-03-312026-04-20

LII LENNOX INTL INC3.0K shares0.00%2026-03-312026-04-20

ICLN ISHARES TR73.8K shares18.95%2026-03-312026-04-20

AVSC AMERICAN CENTY ETF TR20.8K shares35.24%2026-03-312026-04-20

ABT ABBOTT LABORATORIES12.5K shares-14.12%2026-03-312026-04-20

EFV ISHARES TR17.1K shares-6.31%2026-03-312026-04-20

MUB ISHARES TR11.1K shares-58.47%2026-03-312026-04-20

Sponsored

GUNR FLEXSHARES TR20.6K shares-6.03%2026-03-312026-04-20

AGG ISHARES TR11.3K shares-34.24%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS14.8K shares-14.97%2026-03-312026-04-20

MCD MCDONALDS CORP3.5K shares3.42%2026-03-312026-04-20

SLQD ISHARES TR21.1K shares-13.49%2026-03-312026-04-20

ICSH ISHARES TR20.9K shares-4.01%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.8K shares0.06%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F18.3K shares-12.19%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC3.4K shares-1.13%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO3.3K shares0.00%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR15.5K shares-3.47%2026-03-312026-04-20

TER TERADYNE INC3.1K shares0.00%2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR8.1K shares-26.68%2026-03-312026-04-20

SHY ISHARES TR10.9K shares3.88%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS17.9K shares0.57%2026-03-312026-04-20

KR KROGER CO12.3K shares0.51%2026-03-312026-04-20

Sponsored

COMSCORE INC COMSCORE INC126.7K shares0.00%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR28.5K shares-39.03%2026-03-312026-04-20

AON PLC AON PLC2.3K shares-44.39%2026-03-312026-04-20

SCHC SCHWAB STRATEGIC TR15.6K shares-7.20%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS7.7K shares-20.29%2026-03-312026-04-20

IFRA ISHARES TR11.9K shares-14.95%2026-03-312026-04-20

STIP ISHARES TR6.4K shares-0.77%2026-03-312026-04-20

PATK PATRICK INDS INC5.9K shares141.37%2026-03-312026-04-20

Sponsored

DUHP DIMENSIONAL ETF TRUST17.9K shares0.01%2026-03-312026-04-20

ESGV VANGUARD WORLD FD5.8K shares76.42%2026-03-312026-04-20

VV VANGUARD INDEX FDS2.1K shares-55.14%2026-03-312026-04-20

ESGU ISHARES TR4.2K sharesnew addition2026-03-312026-04-20

DFEV DIMENSIONAL ETF TRUST16.0K shares26.22%2026-03-312026-04-20

WM WASTE MGMT INC DEL2.5K shares0.00%2026-03-312026-04-20

SCZ ISHARES TR6.7K shares-7.09%2026-03-312026-04-20

CVX CHEVRON CORPORATION2.5K shares0.24%2026-03-312026-04-20

Sponsored

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-20

V VISA INC1.7K shares0.00%2026-03-312026-04-20

DFGX DIMENSIONAL ETF TRUST9.6K shares-14.36%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-03-312026-04-20

IWB ISHARES TR1.3K shares1.15%2026-03-312026-04-20

TXT TEXTRON INC5.3K shares-20.04%2026-03-312026-04-20

SPSB SPDR SERIES TRUST14.8K sharesnew addition2026-03-312026-04-20

TSLA TESLA INC1.2K shares-0.75%2026-03-312026-04-20

Sponsored

IEMG ISHARES INC6.2K shares-6.90%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF10.8K sharesnew addition2026-03-312026-04-20

RTX RTX CORPORATION2.1K shares-13.36%2026-03-312026-04-20

VIOO VANGUARD ADMIRAL FDS INC3.5K shares-8.38%2026-03-312026-04-20

DFIP DIMENSIONAL ETF TRUST9.2K sharesnew addition2026-03-312026-04-20

GRID FIRST TR EXCHANGE-TRADED FD2.3K shares-18.00%2026-03-312026-04-20

SDY SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-04-20

VOE VANGUARD INDEX FDS1.9K shares0.42%2026-03-312026-04-20

Sponsored

UAL UNITED AIRLS HLDGS INC3.8K shares0.00%2026-03-312026-04-20

EAGG ISHARES TR7.2K sharesnew addition2026-03-312026-04-20

SPSM SPDR SERIES TRUST6.8K shares-0.29%2026-03-312026-04-20

IWC ISHARES TR2.1K shares4.80%2026-03-312026-04-20

CSCO CISCO SYS INC4.2K shares0.00%2026-03-312026-04-20

VTWO VANGUARD SCOTTSDALE FDS3.2K shares0.09%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.08%2026-03-312026-04-20

ESML ISHARES TR6.7K sharesnew addition2026-03-312026-04-20

Sponsored

IGF ISHARES TR4.7K shares-6.07%2026-03-312026-04-20

MGC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-20

FNDA SCHWAB STRATEGIC TR9.3K shares-10.61%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.2K sharesnew addition2026-03-312026-04-20

PICB INVESCO EXCH TRADED FD TR II12.5K shares-49.61%2026-03-312026-04-20

VSGX VANGUARD WORLD FD4.0K shares-17.66%2026-03-312026-04-20

AVDS AMERICAN CENTY ETF TR3.9K shares5.21%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR8.5K shares14.36%2026-03-312026-04-20

Sponsored

PEP PEPSICO INC1.8K sharesnew addition2026-03-312026-04-20

QCLN FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2026-03-312026-04-20

IVE ISHARES TR1.3K shares0.08%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40437 shares0.23%2026-03-312026-04-20

INTC INTEL CORP5.9K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.1K shares0.37%2026-03-312026-04-20

DFNM DIMENSIONAL ETF TRUST5.3K shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC475 shares-3.26%2026-03-312026-04-20

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-0.41%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP647 sharesnew addition2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC852 shares3.02%2026-03-312026-04-20

EMXC ISHARES INC2.8K shares-12.01%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR2.5K sharesnew addition2026-03-312026-04-20

IEFA ISHARES TR2.3K shares-6.20%2026-03-312026-04-20

AVRE AMERICAN CENTY ETF TR4.6K shares-24.62%2026-03-312026-04-20

PWR QUANTA SVCS INC371 sharesnew addition2026-03-312026-04-20

Sponsored

ETHA ISHARES ETHEREUM TR12.8K sharesnew addition2026-03-312026-04-20

ABOS ACUMEN PHARMACEUTICALS INC16.5K shares0.00%2026-03-312026-04-20

DFUV

DIMENSIONAL ETF TRUST

33.03%

Shares718.4K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

12.53%

Shares441.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

64.36%

Shares37.3K

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD BD INDEX FDS

10.29%

Shares240.1K

Event2026-03-31

Filed2026-04-20

DFSD

DIMENSIONAL ETF TRUST

15.58%

Shares361.1K

Event2026-03-31

Filed2026-04-20

DFAS

DIMENSIONAL ETF TRUST

-6.37%

Shares238.2K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

36.97%

Shares209.7K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

100.82%

Shares125.2K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

18.80%

Shares185.1K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-8.29%

Shares22.0K

Event2026-03-31

Filed2026-04-20

DFIS

DIMENSIONAL ETF TRUST

51.10%

Shares410.7K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

36.11%

Shares274.1K

Event2026-03-31

Filed2026-04-20

DFSV

DIMENSIONAL ETF TRUST

229.69%

Shares348.0K

Event2026-03-31

Filed2026-04-20

EMB

ISHARES TR

63.33%

Shares116.8K

Event2026-03-31

Filed2026-04-20

DFEM

DIMENSIONAL ETF TRUST

49.98%

Shares315.5K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

96.91%

Shares212.0K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

2.72%

Shares245.8K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

697.39%

Shares191.0K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

8.42%

Shares43.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.60%

Shares33.6K

Event2026-03-31

Filed2026-04-20

AVLV

AMERICAN CENTY ETF TR

-18.30%

Shares93.2K

Event2026-03-31

Filed2026-04-20

AVDV

AMERICAN CENTY ETF TR

141.97%

Shares66.6K

Event2026-03-31

Filed2026-04-20

IGE

ISHARES TR

8.02%

Shares97.0K

Event2026-03-31

Filed2026-04-20

AVIV

AMERICAN CENTY ETF TR

-11.55%

Shares80.9K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-0.74%

Shares8.4K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

-11.11%

Shares8

Event2026-03-31

Filed2026-04-20

FNDC

SCHWAB STRATEGIC TR

-21.32%

Shares119.8K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

20.48%

Shares57.6K

Event2026-03-31

Filed2026-04-20

DFAT

DIMENSIONAL ETF TRUST

-9.08%

Shares80.7K

Event2026-03-31

Filed2026-04-20

DFUS

DIMENSIONAL ETF TRUST

9.00%

Shares68.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-6.98%

Shares18.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-28.59%

Shares16.5K

Event2026-03-31

Filed2026-04-20

DUSB

DIMENSIONAL ETF TRUST

-15.17%

Shares91.3K

Event2026-03-31

Filed2026-04-20

VSS

VANGUARD INTL EQUITY INDEX F

-22.01%

Shares31.6K

Event2026-03-31

Filed2026-04-20

IXC

ISHARES TR

18.87%

Shares74.3K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

4.85%

Shares19.3K

Event2026-03-31

Filed2026-04-20

AVEM

AMERICAN CENTY ETF TR

-10.42%

Shares52.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.08%

Shares23.9K

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL ETF TRUST

7.81%

Shares113.7K

Event2026-03-31

Filed2026-04-20

VWOB

VANGUARD WHITEHALL FDS

-7.76%

Shares56.5K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

-23.89%

Shares31.5K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

-2.02%

Shares57.1K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

-17.82%

Shares43.1K

Event2026-03-31

Filed2026-04-20

SHYG

ISHARES TR

-30.83%

Shares75.4K

Event2026-03-31

Filed2026-04-20

VBIL

VANGUARD INSTL INDEX FD

367.62%

Shares41.7K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

-22.29%

Shares88.5K

Event2026-03-31

Filed2026-04-20

VNQI

VANGUARD INTL EQUITY INDEX F

98.09%

Shares65.2K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

3.00%

Shares41.4K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

-0.44%

Shares32.2K

Event2026-03-31

Filed2026-04-20

DFLV

DIMENSIONAL ETF TRUST

2.97%

Shares76.3K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

59.98%

Shares4.1K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

8.23%

Shares12.2K

Event2026-03-31

Filed2026-04-20

DFCF

DIMENSIONAL ETF TRUST

-22.62%

Shares59.6K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

-35.54%

Shares24.8K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

-22.42%

Shares54.4K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.09%

Shares14.3K

Event2026-03-31

Filed2026-04-20

REET

ISHARES TR

19.58%

Shares94.0K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

-21.74%

Shares54.5K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

-18.50%

Shares19.0K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

4.81%

Shares39.6K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

5.12%

Shares5.0K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-1.56%

Shares9.0K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-3.39%

Shares21.3K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

-39.29%

Shares34.1K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

4.29%

Shares18.1K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-33.41%

Shares11.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.50%

Shares6.0K

Event2026-03-31

Filed2026-04-20

AVSF

AMERICAN CENTY ETF TR

-9.04%

Shares35.9K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

25.08%

Shares53.7K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

DFAR

DIMENSIONAL ETF TRUST

-13.04%

Shares68.5K

Event2026-03-31

Filed2026-04-20

VDE

VANGUARD WORLD FD

-21.35%

Shares8.7K

Event2026-03-31

Filed2026-04-20

GNR

SPDR INDEX SHS FDS

-9.40%

Shares19.9K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL ETF TRUST

20.27%

Shares36.4K

Event2026-03-31

Filed2026-04-20

LII

LENNOX INTL INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-20

ICLN

ISHARES TR

18.95%

Shares73.8K

Event2026-03-31

Filed2026-04-20

AVSC

AMERICAN CENTY ETF TR

35.24%

Shares20.8K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-14.12%

Shares12.5K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

-6.31%

Shares17.1K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-58.47%

Shares11.1K

Event2026-03-31

Filed2026-04-20

GUNR

FLEXSHARES TR

-6.03%

Shares20.6K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-34.24%

Shares11.3K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-14.97%

Shares14.8K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

3.42%

Shares3.5K

Event2026-03-31

Filed2026-04-20

SLQD

ISHARES TR

-13.49%

Shares21.1K

Event2026-03-31

Filed2026-04-20

ICSH

ISHARES TR

-4.01%

Shares20.9K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-12.19%

Shares18.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.13%

Shares3.4K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

-3.47%

Shares15.5K

Event2026-03-31

Filed2026-04-20

TER

TERADYNE INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

-26.68%

Shares8.1K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

3.88%

Shares10.9K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

0.57%

Shares17.9K

Event2026-03-31

Filed2026-04-20

KROGER CO

0.51%

Shares12.3K

Event2026-03-31

Filed2026-04-20

COMSCORE INC

0.00%

Shares126.7K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

-39.03%

Shares28.5K

Event2026-03-31

Filed2026-04-20

AON PLC

-44.39%

Shares2.3K

Event2026-03-31

Filed2026-04-20

SCHC

SCHWAB STRATEGIC TR

-7.20%

Shares15.6K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

-20.29%

Shares7.7K

Event2026-03-31

Filed2026-04-20

IFRA

ISHARES TR

-14.95%

Shares11.9K

Event2026-03-31

Filed2026-04-20

STIP

ISHARES TR

-0.77%

Shares6.4K

Event2026-03-31

Filed2026-04-20

PATK

PATRICK INDS INC

141.37%

Shares5.9K

Event2026-03-31

Filed2026-04-20

DUHP

DIMENSIONAL ETF TRUST

0.01%

Shares17.9K

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD

76.42%

Shares5.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-55.14%

Shares2.1K

Event2026-03-31

Filed2026-04-20

ESGU

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-20

DFEV

DIMENSIONAL ETF TRUST

26.22%

Shares16.0K

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

-7.09%

Shares6.7K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

0.24%

Shares2.5K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-20

VISA INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-20

DFGX

DIMENSIONAL ETF TRUST

-14.36%

Shares9.6K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

1.15%

Shares1.3K

Event2026-03-31

Filed2026-04-20

TXT

TEXTRON INC

-20.04%

Shares5.3K

Event2026-03-31

Filed2026-04-20

SPSB

SPDR SERIES TRUST

New

Shares14.8K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

-0.75%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-6.90%

Shares6.2K

Event2026-03-31

Filed2026-04-20

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares10.8K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-13.36%

Shares2.1K

Event2026-03-31

Filed2026-04-20

VIOO

VANGUARD ADMIRAL FDS INC

-8.38%

Shares3.5K

Event2026-03-31

Filed2026-04-20

DFIP

DIMENSIONAL ETF TRUST

New

Shares9.2K

Event2026-03-31

Filed2026-04-20

GRID

FIRST TR EXCHANGE-TRADED FD

-18.00%

Shares2.3K

Event2026-03-31

Filed2026-04-20

SDY

SPDR SERIES TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-04-20

VOE

VANGUARD INDEX FDS

0.42%

Shares1.9K

Event2026-03-31

Filed2026-04-20

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-20

EAGG

ISHARES TR

New

Shares7.2K

Event2026-03-31

Filed2026-04-20

SPSM

SPDR SERIES TRUST

-0.29%

Shares6.8K

Event2026-03-31

Filed2026-04-20

IWC

ISHARES TR

4.80%

Shares2.1K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-20

VTWO

VANGUARD SCOTTSDALE FDS

0.09%

Shares3.2K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-20

ESML

ISHARES TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-20

IGF

ISHARES TR

-6.07%

Shares4.7K

Event2026-03-31

Filed2026-04-20

MGC

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-20

FNDA

SCHWAB STRATEGIC TR

-10.61%

Shares9.3K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

PICB

INVESCO EXCH TRADED FD TR II

-49.61%

Shares12.5K

Event2026-03-31

Filed2026-04-20

VSGX

VANGUARD WORLD FD

-17.66%

Shares4.0K

Event2026-03-31

Filed2026-04-20

AVDS

AMERICAN CENTY ETF TR

5.21%

Shares3.9K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

14.36%

Shares8.5K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-20

QCLN

FIRST TR EXCHANGE-TRADED FD

New

Shares6.0K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.23%

Shares437

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

0.37%

Shares2.1K

Event2026-03-31

Filed2026-04-20

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-20

LINDE PLC

-3.26%

Shares475

Event2026-03-31

Filed2026-04-20

CMG

CHIPOTLE MEXICAN GRILL INC

-0.41%

Shares7.2K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

New

Shares647

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

3.02%

Shares852

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

-12.01%

Shares2.8K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-6.20%

Shares2.3K

Event2026-03-31

Filed2026-04-20

AVRE

AMERICAN CENTY ETF TR

-24.62%

Shares4.6K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

New

Shares371

Event2026-03-31

Filed2026-04-20

ETHA

ISHARES ETHEREUM TR

New

Shares12.8K

Event2026-03-31

Filed2026-04-20

ABOS

ACUMEN PHARMACEUTICALS INC

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available