Sponsored

The Analysis of COLLECTIVE FAMILY OFFICE LLC's Holdings & P&L

Currently, COLLECTIVE FAMILY OFFICE LLC holds 156 types of securities in its portfolio with a total value $444.2M. In the most recent quarter, they have increased their positions in PFFD (+89.9K shares, valued at $1.7M), BSJR (+52.7K shares, valued at $1.2M), PULS (+18.2K shares, valued at $902.3K); decreased their positions in TPL (-2.8K shares, valued at $1.3M), EFV (-10.3K shares, valued at $768.5K), VIG (-2.8K shares, valued at $600.9K); initiated new positions in DFIC (+15.7K shares, valued at $558.6K), ITOT (+2.6K shares, valued at $373.6K), VDE (+1.7K shares, valued at $288.6K).

1M P&L

-122.3K-0.03%

3M P&L

-14.8M-3.12%

HY P&L

+26.9M+6.24%

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/A399.7M

93.0%

2Oil & Gas E&P3.6M

0.8%

3Consumer Electronics3.1M

0.7%

Top Industries by Stock Count

1N/A104 stocks

71.7%

2Drug Manufacturers - General3 stocks

2.1%

3Aerospace & Defense3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JMUB J P MORGAN EXCHANGE TRADED F722.4K shares1.56%2026-03-312026-04-02

BSJQ INVESCO EXCH TRD SLF IDX FD759.3K shares3.24%2026-03-312026-04-02

DFAE DIMENSIONAL ETF TRUST458.9K shares3.35%2026-03-312026-04-02

AVLV AMERICAN CENTY ETF TR183.1K shares3.85%2026-03-312026-04-02

AVUV AMERICAN CENTY ETF TR126.7K shares2.65%2026-03-312026-04-02

FNDF SCHWAB STRATEGIC TR269.8K shares1.98%2026-03-312026-04-02

AVDV AMERICAN CENTY ETF TR131.8K shares-2.16%2026-03-312026-04-02

PFFD GLOBAL X FDS697.3K shares14.80%2026-03-312026-04-02

Sponsored

VTV VANGUARD INDEX FDS64.2K shares-1.22%2026-03-312026-04-02

FNDA SCHWAB STRATEGIC TR374.6K shares5.12%2026-03-312026-04-02

FNDC SCHWAB STRATEGIC TR245.8K shares4.31%2026-03-312026-04-02

DFCF DIMENSIONAL ETF TRUST269.7K shares2.98%2026-03-312026-04-02

PFF ISHARES TR345.3K shares4.71%2026-03-312026-04-02

FNDX SCHWAB STRATEGIC TR365.2K shares7.45%2026-03-312026-04-02

DISV DIMENSIONAL ETF TRUST217.5K shares0.00%2026-03-312026-04-02

VIGI VANGUARD WHITEHALL FDS96.0K shares7.51%2026-03-312026-04-02

Sponsored

AVEM AMERICAN CENTY ETF TR104.0K shares-1.58%2026-03-312026-04-02

SPY SPDR S&P 500 ETF TR12.9K shares-1.36%2026-03-312026-04-02

DFIS DIMENSIONAL ETF TRUST240.7K shares2.09%2026-03-312026-04-02

VBR VANGUARD INDEX FDS36.2K shares-1.58%2026-03-312026-04-02

VANGUARD INDEX FDS VANGUARD INDEX FDS12.7K shares-5.04%2026-03-312026-04-02

DFSV DIMENSIONAL ETF TRUST202.2K shares-0.64%2026-03-312026-04-02

BSJR INVESCO EXCH TRD SLF IDX FD294.2K shares21.84%2026-03-312026-04-02

DFAS DIMENSIONAL ETF TRUST87.0K shares-6.42%2026-03-312026-04-02

Sponsored

DFNM DIMENSIONAL ETF TRUST116.5K shares-2.39%2026-03-312026-04-02

AVRE AMERICAN CENTY ETF TR119.3K shares10.91%2026-03-312026-04-02

PULS PGIM ETF TR105.1K shares20.98%2026-03-312026-04-02

AVIV AMERICAN CENTY ETF TR69.2K shares-1.29%2026-03-312026-04-02

VOE VANGUARD INDEX FDS27.9K shares3.91%2026-03-312026-04-02

TFI SPDR SERIES TRUST113.1K shares4.14%2026-03-312026-04-02

EFV ISHARES TR56.5K shares-15.47%2026-03-312026-04-02

DFLV DIMENSIONAL ETF TRUST109.1K shares3.92%2026-03-312026-04-02

Sponsored

VEA VANGUARD TAX-MANAGED FDS54.0K shares-11.00%2026-03-312026-04-02

TPL TEXAS PACIFIC LAND CORPORATI7.1K shares-28.46%2026-03-312026-04-02

AAPL APPLE INC12.4K shares-2.28%2026-03-312026-04-02

SCHD SCHWAB STRATEGIC TR97.8K shares-9.42%2026-03-312026-04-02

REET ISHARES TR111.9K shares2.07%2026-03-312026-04-02

DFIV DIMENSIONAL ETF TRUST51.7K shares-4.55%2026-03-312026-04-02

SLYV SPDR SERIES TRUST28.0K shares-1.16%2026-03-312026-04-02

IXUS ISHARES TR30.5K shares-11.87%2026-03-312026-04-02

Sponsored

ALPHABET INC ALPHABET INC9.0K shares-6.52%2026-03-312026-04-02

SCHQ SCHWAB STRATEGIC TR79.3K shares-5.91%2026-03-312026-04-02

VXUS VANGUARD STAR FDS32.3K shares0.40%2026-03-312026-04-02

VYM VANGUARD WHITEHALL FDS16.6K shares-3.20%2026-03-312026-04-02

MSFT MICROSOFT CORP6.3K shares-0.77%2026-03-312026-04-02

NVDA NVIDIA CORPORATION13.3K shares3.64%2026-03-312026-04-02

IEFA ISHARES TR25.5K shares-9.27%2026-03-312026-04-02

FNDE SCHWAB STRATEGIC TR57.8K shares-16.37%2026-03-312026-04-02

Sponsored

AVDE AMERICAN CENTY ETF TR25.8K shares-6.96%2026-03-312026-04-02

TLH ISHARES TR21.0K shares5.27%2026-03-312026-04-02

VTEB VANGUARD MUN BD FDS42.3K shares0.00%2026-03-312026-04-02

IVV ISHARES TR3.1K shares-2.40%2026-03-312026-04-02

BKAG BNY MELLON ETF TRUST44.5K shares18.45%2026-03-312026-04-02

HDV ISHARES TR13.8K shares-5.26%2026-03-312026-04-02

VIG VANGUARD SPECIALIZED FUNDS8.3K shares-25.09%2026-03-312026-04-02

SCHM SCHWAB STRATEGIC TR56.8K shares-1.70%2026-03-312026-04-02

Sponsored

VB VANGUARD INDEX FDS6.7K shares-0.51%2026-03-312026-04-02

AMZN AMAZON COM INC7.9K shares1.11%2026-03-312026-04-02

BKLC BNY MELLON ETF TRUST12.8K shares-15.97%2026-03-312026-04-02

MDYV SPDR SERIES TRUST18.3K shares1.14%2026-03-312026-04-02

MUB ISHARES TR14.4K shares-7.20%2026-03-312026-04-02

IDV ISHARES TR31.4K shares-0.32%2026-03-312026-04-02

VGK VANGUARD INTL EQUITY INDEX F16.0K shares0.00%2026-03-312026-04-02

DFAC DIMENSIONAL ETF TRUST32.3K shares0.00%2026-03-312026-04-02

Sponsored

AVUS AMERICAN CENTY ETF TR11.2K shares-3.01%2026-03-312026-04-02

PAAA PGIM ETF TR23.7K shares-11.98%2026-03-312026-04-02

IBRX IMMUNITYBIO INC152.5K shares-2.76%2026-03-312026-04-02

IJH ISHARES TR16.9K shares-3.70%2026-03-312026-04-02

SCHA SCHWAB STRATEGIC TR39.3K shares-1.22%2026-03-312026-04-02

VYMI VANGUARD WHITEHALL FDS11.9K shares-9.85%2026-03-312026-04-02

IWM ISHARES TR4.3K shares0.00%2026-03-312026-04-02

ABBV ABBVIE INC4.7K shares-13.83%2026-03-312026-04-02

Sponsored

VUG VANGUARD INDEX FDS2.3K shares-5.23%2026-03-312026-04-02

IUSV ISHARES TR9.6K shares-26.73%2026-03-312026-04-02

LLY ELI LILLY & CO1.0K shares2.90%2026-03-312026-04-02

VO VANGUARD INDEX FDS3.3K shares1.11%2026-03-312026-04-02

JPM JPMORGAN CHASE & CO.3.2K shares-4.76%2026-03-312026-04-02

DFAI DIMENSIONAL ETF TRUST23.3K shares-1.50%2026-03-312026-04-02

SCHK SCHWAB STRATEGIC TR28.6K shares11.16%2026-03-312026-04-02

VOT VANGUARD INDEX FDS3.4K shares-24.47%2026-03-312026-04-02

Sponsored

VIS VANGUARD WORLD FD2.8K shares-9.59%2026-03-312026-04-02

VLO VALERO ENERGY CORP3.5K shares-32.39%2026-03-312026-04-02

CVX CHEVRON CORP NEW4.2K shares-10.92%2026-03-312026-04-02

EFG ISHARES TR7.7K shares0.00%2026-03-312026-04-02

EFA ISHARES TR8.2K shares0.00%2026-03-312026-04-02

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K shares-4.42%2026-03-312026-04-02

MA MASTERCARD INCORPORATED1.6K shares-2.73%2026-03-312026-04-02

IJR ISHARES TR6.3K shares-1.42%2026-03-312026-04-02

Sponsored

ALPHABET INC ALPHABET INC2.7K shares4.24%2026-03-312026-04-02

IWD ISHARES TR3.5K shares-6.39%2026-03-312026-04-02

COST COSTCO WHSL CORP NEW740 shares3.06%2026-03-312026-04-02

SCHC SCHWAB STRATEGIC TR15.7K shares-2.43%2026-03-312026-04-02

SUB ISHARES TR6.6K shares0.00%2026-03-312026-04-02

DFUV DIMENSIONAL ETF TRUST13.9K shares0.00%2026-03-312026-04-02

VEU VANGUARD INTL EQUITY INDEX F8.5K shares-5.58%2026-03-312026-04-02

IUSG ISHARES TR4.0K shares-3.23%2026-03-312026-04-02

Sponsored

PFS PROVIDENT FINL SVCS INC29.5K shares0.00%2026-03-312026-04-02

VWO VANGUARD INTL EQUITY INDEX F11.5K shares-35.03%2026-03-312026-04-02

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-1.38%2026-03-312026-04-02

DFGR DIMENSIONAL ETF TRUST22.3K shares1.08%2026-03-312026-04-02

JNJ JOHNSON & JOHNSON2.4K shares-4.72%2026-03-312026-04-02

URI UNITED RENTALS INC805 shares-4.96%2026-03-312026-04-02

HD HOME DEPOT INC1.8K shares4.08%2026-03-312026-04-02

DFIC DIMENSIONAL ETF TRUST15.7K sharesnew addition2026-03-312026-04-02

Sponsored

GPIX GOLDMAN SACHS ETF TR11.1K shares2.96%2026-03-312026-04-02

USMV ISHARES TR5.7K shares0.00%2026-03-312026-04-02

WMT WALMART INC4.2K shares-27.13%2026-03-312026-04-02

EEM ISHARES TR8.7K shares0.00%2026-03-312026-04-02

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-02

IVLU ISHARES TR12.1K shares0.00%2026-03-312026-04-02

V VISA INC1.6K shares-6.09%2026-03-312026-04-02

HALO HALOZYME THERAPEUTICS INC7.1K shares47.81%2026-03-312026-04-02

Sponsored

MU MICRON TECHNOLOGY INC1.4K shares-1.45%2026-03-312026-04-02

INVESCO QQQ TR INVESCO QQQ TR760 shares-4.16%2026-03-312026-04-02

BROADCOM INC BROADCOM INC1.4K shares-36.72%2026-03-312026-04-02

VGT VANGUARD WORLD FD623 shares0.00%2026-03-312026-04-02

XOM EXXON MOBIL CORP2.6K shares-10.28%2026-03-312026-04-02

META META PLATFORMS INC718 shares8.62%2026-03-312026-04-02

VTWO VANGUARD SCOTTSDALE FDS4.0K shares0.00%2026-03-312026-04-02

DE DEERE & CO720 shares-4.76%2026-03-312026-04-02

Sponsored

SCHF SCHWAB STRATEGIC TR15.9K shares-38.80%2026-03-312026-04-02

IWF ISHARES TR916 shares0.00%2026-03-312026-04-02

ITOT ISHARES TR2.6K sharesnew addition2026-03-312026-04-02

MERCK & CO INC MERCK & CO INC3.0K shares-4.42%2026-03-312026-04-02

TT TRANE TECHNOLOGIES PLC860 shares2.38%2026-03-312026-04-02

VHT VANGUARD WORLD FD1.3K shares-23.47%2026-03-312026-04-02

DFAT DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-04-02

SCZ ISHARES TR4.5K shares-6.88%2026-03-312026-04-02

Sponsored

CSX CSX CORP8.3K shares-7.40%2026-03-312026-04-02

MTB M & T BK CORP1.6K shares-9.54%2026-03-312026-04-02

EATON CORP PLC EATON CORP PLC922 shares-52.40%2026-03-312026-04-02

RTX RTX CORPORATION1.7K shares2.97%2026-03-312026-04-02

XT ISHARES TR4.7K shares0.00%2026-03-312026-04-02

VOX VANGUARD WORLD FD1.8K shares-21.95%2026-03-312026-04-02

RJF RAYMOND JAMES FINL INC2.1K shares-28.60%2026-03-312026-04-02

LMT LOCKHEED MARTIN CORP490 shares-2.58%2026-03-312026-04-02

Sponsored

VAW VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-02

VDE VANGUARD WORLD FD1.7K sharesnew addition2026-03-312026-04-02

LHX L3HARRIS TECHNOLOGIES INC834 shares-7.33%2026-03-312026-04-02

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares-12.61%2026-03-312026-04-02

DELL DELL TECHNOLOGIES INC1.7K shares-49.23%2026-03-312026-04-02

YORW YORK WTR CO9.2K shares-3.17%2026-03-312026-04-02

ETFS GOLD TR ETFS GOLD TR6.2K shares-9.83%2026-03-312026-04-02

XLE SELECT SECTOR SPDR TR4.3K shares-10.42%2026-03-312026-04-02

Sponsored

MLM MARTIN MARIETTA MATLS INC440 shares-5.38%2026-03-312026-04-02

BAC BANK AMERICA CORP5.2K shares-6.28%2026-03-312026-04-02

SCHV SCHWAB STRATEGIC TR8.2K shares0.00%2026-03-312026-04-02

PNC PNC FINL SVCS GROUP INC1.2K shares-2.30%2026-03-312026-04-02

SCHX SCHWAB STRATEGIC TR9.6K shares-3.03%2026-03-312026-04-02

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-04-02

DVN DEVON ENERGY CORP NEW4.3K shares-46.23%2026-03-312026-04-02

ABT ABBOTT LABS2.1K shares-4.01%2026-03-312026-04-02

Sponsored

DVY ISHARES TR1.3K sharesnew addition2026-03-312026-04-02

IWR ISHARES TR2.1K sharesnew addition2026-03-312026-04-02

NEXT NEXTDECADE CORP15.2K sharesnew addition2026-03-312026-04-02

DOUG DOUGLAS ELLIMAN INC16.0K shares0.00%2026-03-312026-04-02

JMUB

J P MORGAN EXCHANGE TRADED F

1.56%

Shares722.4K

Event2026-03-31

Filed2026-04-02

BSJQ

INVESCO EXCH TRD SLF IDX FD

3.24%

Shares759.3K

Event2026-03-31

Filed2026-04-02

DFAE

DIMENSIONAL ETF TRUST

3.35%

Shares458.9K

Event2026-03-31

Filed2026-04-02

AVLV

AMERICAN CENTY ETF TR

3.85%

Shares183.1K

Event2026-03-31

Filed2026-04-02

AVUV

AMERICAN CENTY ETF TR

2.65%

Shares126.7K

Event2026-03-31

Filed2026-04-02

FNDF

SCHWAB STRATEGIC TR

1.98%

Shares269.8K

Event2026-03-31

Filed2026-04-02

AVDV

AMERICAN CENTY ETF TR

-2.16%

Shares131.8K

Event2026-03-31

Filed2026-04-02

PFFD

GLOBAL X FDS

14.80%

Shares697.3K

Event2026-03-31

Filed2026-04-02

VTV

VANGUARD INDEX FDS

-1.22%

Shares64.2K

Event2026-03-31

Filed2026-04-02

FNDA

SCHWAB STRATEGIC TR

5.12%

Shares374.6K

Event2026-03-31

Filed2026-04-02

FNDC

SCHWAB STRATEGIC TR

4.31%

Shares245.8K

Event2026-03-31

Filed2026-04-02

DFCF

DIMENSIONAL ETF TRUST

2.98%

Shares269.7K

Event2026-03-31

Filed2026-04-02

PFF

ISHARES TR

4.71%

Shares345.3K

Event2026-03-31

Filed2026-04-02

FNDX

SCHWAB STRATEGIC TR

7.45%

Shares365.2K

Event2026-03-31

Filed2026-04-02

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares217.5K

Event2026-03-31

Filed2026-04-02

VIGI

VANGUARD WHITEHALL FDS

7.51%

Shares96.0K

Event2026-03-31

Filed2026-04-02

AVEM

AMERICAN CENTY ETF TR

-1.58%

Shares104.0K

Event2026-03-31

Filed2026-04-02

SPY

SPDR S&P 500 ETF TR

-1.36%

Shares12.9K

Event2026-03-31

Filed2026-04-02

DFIS

DIMENSIONAL ETF TRUST

2.09%

Shares240.7K

Event2026-03-31

Filed2026-04-02

VBR

VANGUARD INDEX FDS

-1.58%

Shares36.2K

Event2026-03-31

Filed2026-04-02

VANGUARD INDEX FDS

-5.04%

Shares12.7K

Event2026-03-31

Filed2026-04-02

DFSV

DIMENSIONAL ETF TRUST

-0.64%

Shares202.2K

Event2026-03-31

Filed2026-04-02

BSJR

INVESCO EXCH TRD SLF IDX FD

21.84%

Shares294.2K

Event2026-03-31

Filed2026-04-02

DFAS

DIMENSIONAL ETF TRUST

-6.42%

Shares87.0K

Event2026-03-31

Filed2026-04-02

DFNM

DIMENSIONAL ETF TRUST

-2.39%

Shares116.5K

Event2026-03-31

Filed2026-04-02

AVRE

AMERICAN CENTY ETF TR

10.91%

Shares119.3K

Event2026-03-31

Filed2026-04-02

PULS

PGIM ETF TR

20.98%

Shares105.1K

Event2026-03-31

Filed2026-04-02

AVIV

AMERICAN CENTY ETF TR

-1.29%

Shares69.2K

Event2026-03-31

Filed2026-04-02

VOE

VANGUARD INDEX FDS

3.91%

Shares27.9K

Event2026-03-31

Filed2026-04-02

TFI

SPDR SERIES TRUST

4.14%

Shares113.1K

Event2026-03-31

Filed2026-04-02

EFV

ISHARES TR

-15.47%

Shares56.5K

Event2026-03-31

Filed2026-04-02

DFLV

DIMENSIONAL ETF TRUST

3.92%

Shares109.1K

Event2026-03-31

Filed2026-04-02

VEA

VANGUARD TAX-MANAGED FDS

-11.00%

Shares54.0K

Event2026-03-31

Filed2026-04-02

TPL

TEXAS PACIFIC LAND CORPORATI

-28.46%

Shares7.1K

Event2026-03-31

Filed2026-04-02

AAPL

APPLE INC

-2.28%

Shares12.4K

Event2026-03-31

Filed2026-04-02

SCHD

SCHWAB STRATEGIC TR

-9.42%

Shares97.8K

Event2026-03-31

Filed2026-04-02

REET

ISHARES TR

2.07%

Shares111.9K

Event2026-03-31

Filed2026-04-02

DFIV

DIMENSIONAL ETF TRUST

-4.55%

Shares51.7K

Event2026-03-31

Filed2026-04-02

SLYV

SPDR SERIES TRUST

-1.16%

Shares28.0K

Event2026-03-31

Filed2026-04-02

IXUS

ISHARES TR

-11.87%

Shares30.5K

Event2026-03-31

Filed2026-04-02

ALPHABET INC

-6.52%

Shares9.0K

Event2026-03-31

Filed2026-04-02

SCHQ

SCHWAB STRATEGIC TR

-5.91%

Shares79.3K

Event2026-03-31

Filed2026-04-02

VXUS

VANGUARD STAR FDS

0.40%

Shares32.3K

Event2026-03-31

Filed2026-04-02

VYM

VANGUARD WHITEHALL FDS

-3.20%

Shares16.6K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT CORP

-0.77%

Shares6.3K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA CORPORATION

3.64%

Shares13.3K

Event2026-03-31

Filed2026-04-02

IEFA

ISHARES TR

-9.27%

Shares25.5K

Event2026-03-31

Filed2026-04-02

FNDE

SCHWAB STRATEGIC TR

-16.37%

Shares57.8K

Event2026-03-31

Filed2026-04-02

AVDE

AMERICAN CENTY ETF TR

-6.96%

Shares25.8K

Event2026-03-31

Filed2026-04-02

TLH

ISHARES TR

5.27%

Shares21.0K

Event2026-03-31

Filed2026-04-02

VTEB

VANGUARD MUN BD FDS

0.00%

Shares42.3K

Event2026-03-31

Filed2026-04-02

IVV

ISHARES TR

-2.40%

Shares3.1K

Event2026-03-31

Filed2026-04-02

BKAG

BNY MELLON ETF TRUST

18.45%

Shares44.5K

Event2026-03-31

Filed2026-04-02

HDV

ISHARES TR

-5.26%

Shares13.8K

Event2026-03-31

Filed2026-04-02

VIG

VANGUARD SPECIALIZED FUNDS

-25.09%

Shares8.3K

Event2026-03-31

Filed2026-04-02

SCHM

SCHWAB STRATEGIC TR

-1.70%

Shares56.8K

Event2026-03-31

Filed2026-04-02

VANGUARD INDEX FDS

-0.51%

Shares6.7K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON COM INC

1.11%

Shares7.9K

Event2026-03-31

Filed2026-04-02

BKLC

BNY MELLON ETF TRUST

-15.97%

Shares12.8K

Event2026-03-31

Filed2026-04-02

MDYV

SPDR SERIES TRUST

1.14%

Shares18.3K

Event2026-03-31

Filed2026-04-02

MUB

ISHARES TR

-7.20%

Shares14.4K

Event2026-03-31

Filed2026-04-02

IDV

ISHARES TR

-0.32%

Shares31.4K

Event2026-03-31

Filed2026-04-02

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-02

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares32.3K

Event2026-03-31

Filed2026-04-02

AVUS

AMERICAN CENTY ETF TR

-3.01%

Shares11.2K

Event2026-03-31

Filed2026-04-02

PAAA

PGIM ETF TR

-11.98%

Shares23.7K

Event2026-03-31

Filed2026-04-02

IBRX

IMMUNITYBIO INC

-2.76%

Shares152.5K

Event2026-03-31

Filed2026-04-02

IJH

ISHARES TR

-3.70%

Shares16.9K

Event2026-03-31

Filed2026-04-02

SCHA

SCHWAB STRATEGIC TR

-1.22%

Shares39.3K

Event2026-03-31

Filed2026-04-02

VYMI

VANGUARD WHITEHALL FDS

-9.85%

Shares11.9K

Event2026-03-31

Filed2026-04-02

IWM

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-02

ABBV

ABBVIE INC

-13.83%

Shares4.7K

Event2026-03-31

Filed2026-04-02

VUG

VANGUARD INDEX FDS

-5.23%

Shares2.3K

Event2026-03-31

Filed2026-04-02

IUSV

ISHARES TR

-26.73%

Shares9.6K

Event2026-03-31

Filed2026-04-02

LLY

ELI LILLY & CO

2.90%

Shares1.0K

Event2026-03-31

Filed2026-04-02

VANGUARD INDEX FDS

1.11%

Shares3.3K

Event2026-03-31

Filed2026-04-02

JPM

JPMORGAN CHASE & CO.

-4.76%

Shares3.2K

Event2026-03-31

Filed2026-04-02

DFAI

DIMENSIONAL ETF TRUST

-1.50%

Shares23.3K

Event2026-03-31

Filed2026-04-02

SCHK

SCHWAB STRATEGIC TR

11.16%

Shares28.6K

Event2026-03-31

Filed2026-04-02

VOT

VANGUARD INDEX FDS

-24.47%

Shares3.4K

Event2026-03-31

Filed2026-04-02

VIS

VANGUARD WORLD FD

-9.59%

Shares2.8K

Event2026-03-31

Filed2026-04-02

VLO

VALERO ENERGY CORP

-32.39%

Shares3.5K

Event2026-03-31

Filed2026-04-02

CVX

CHEVRON CORP NEW

-10.92%

Shares4.2K

Event2026-03-31

Filed2026-04-02

EFG

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-02

EFA

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-02

INVESCO EXCHANGE TRADED FD T

-4.42%

Shares4.1K

Event2026-03-31

Filed2026-04-02

MASTERCARD INCORPORATED

-2.73%

Shares1.6K

Event2026-03-31

Filed2026-04-02

IJR

ISHARES TR

-1.42%

Shares6.3K

Event2026-03-31

Filed2026-04-02

ALPHABET INC

4.24%

Shares2.7K

Event2026-03-31

Filed2026-04-02

IWD

ISHARES TR

-6.39%

Shares3.5K

Event2026-03-31

Filed2026-04-02

COST

COSTCO WHSL CORP NEW

3.06%

Shares740

Event2026-03-31

Filed2026-04-02

SCHC

SCHWAB STRATEGIC TR

-2.43%

Shares15.7K

Event2026-03-31

Filed2026-04-02

SUB

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-02

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-02

VEU

VANGUARD INTL EQUITY INDEX F

-5.58%

Shares8.5K

Event2026-03-31

Filed2026-04-02

IUSG

ISHARES TR

-3.23%

Shares4.0K

Event2026-03-31

Filed2026-04-02

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares29.5K

Event2026-03-31

Filed2026-04-02

VWO

VANGUARD INTL EQUITY INDEX F

-35.03%

Shares11.5K

Event2026-03-31

Filed2026-04-02

BERKSHIRE HATHAWAY INC DEL

-1.38%

Shares1.3K

Event2026-03-31

Filed2026-04-02

DFGR

DIMENSIONAL ETF TRUST

1.08%

Shares22.3K

Event2026-03-31

Filed2026-04-02

JNJ

JOHNSON & JOHNSON

-4.72%

Shares2.4K

Event2026-03-31

Filed2026-04-02

URI

UNITED RENTALS INC

-4.96%

Shares805

Event2026-03-31

Filed2026-04-02

HOME DEPOT INC

4.08%

Shares1.8K

Event2026-03-31

Filed2026-04-02

DFIC

DIMENSIONAL ETF TRUST

New

Shares15.7K

Event2026-03-31

Filed2026-04-02

GPIX

GOLDMAN SACHS ETF TR

2.96%

Shares11.1K

Event2026-03-31

Filed2026-04-02

USMV

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-02

WMT

WALMART INC

-27.13%

Shares4.2K

Event2026-03-31

Filed2026-04-02

EEM

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-02

VTI

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-02

IVLU

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-02

VISA INC

-6.09%

Shares1.6K

Event2026-03-31

Filed2026-04-02

HALO

HALOZYME THERAPEUTICS INC

47.81%

Shares7.1K

Event2026-03-31

Filed2026-04-02

MICRON TECHNOLOGY INC

-1.45%

Shares1.4K

Event2026-03-31

Filed2026-04-02

INVESCO QQQ TR

-4.16%

Shares760

Event2026-03-31

Filed2026-04-02

BROADCOM INC

-36.72%

Shares1.4K

Event2026-03-31

Filed2026-04-02

VGT

VANGUARD WORLD FD

0.00%

Shares623

Event2026-03-31

Filed2026-04-02

XOM

EXXON MOBIL CORP

-10.28%

Shares2.6K

Event2026-03-31

Filed2026-04-02