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The Analysis of Creative Planning's Holdings & P&L

Currently, Creative Planning holds 4076 types of securities in its portfolio with a total value $147.4B. In the most recent quarter, they have increased their positions in BSV (+11.3M shares, valued at $884.3M), IVV (+1.0M shares, valued at $669.9M), SPDW (+8.7M shares, valued at $396.5M); decreased their positions in VEA (-3.8M shares, valued at $240.7M), SCHX (-1.5M shares, valued at $39.5M), SPY (-58.7K shares, valued at $38.2M); initiated new positions in N/A (+233.2K shares, valued at $46.0M).

1M P&L

+3.8B+2.69%

3M P&L

-4.8B-3.20%

HY P&L

+4.7B+3.34%

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/A105.1B

78.9%

2Semiconductors3.2B

2.4%

3Consumer Electronics3.1B

2.3%

Top Industries by Stock Count

1N/A1062 stocks

28.9%

2Biotechnology191 stocks

5.2%

3Banks - Regional186 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR24.0M shares4.46%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS121.4M shares3.06%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS120.4M shares-3.03%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS133.8M shares6.94%2026-03-312026-05-12

SPMD SPDR SERIES TRUST96.6M shares4.29%2026-03-312026-05-12

IEMG ISHARES INC77.7M shares1.81%2026-03-312026-05-12

VV VANGUARD INDEX FDS12.3M shares0.37%2026-03-312026-05-12

AAPL APPLE INC12.1M shares7.24%2026-03-312026-05-12

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BSV VANGUARD BD INDEX FDS37.4M shares43.20%2026-03-312026-05-12

SPYM SPDR SERIES TRUST33.7M shares2.62%2026-03-312026-05-12

VO VANGUARD INDEX FDS8.3M shares-1.24%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR23.8M shares5.26%2026-03-312026-05-12

NVDA NVIDIA CORPORATION13.5M shares7.86%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS27.0M shares1.71%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR20.2M shares7.17%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR82.3M shares-1.84%2026-03-312026-05-12

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VTI VANGUARD INDEX FDS6.1M shares0.89%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR48.0M shares7.80%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T3.0M shares-1.95%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST26.2M shares5.62%2026-03-312026-05-12

SPSB SPDR SERIES TRUST53.1M shares4.25%2026-03-312026-05-12

IDEV ISHARES TR19.1M shares8.76%2026-03-312026-05-12

MUB ISHARES TR14.4M shares5.99%2026-03-312026-05-12

MSFT MICROSOFT CORP3.9M shares10.03%2026-03-312026-05-12

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AGG ISHARES TR14.0M shares31.77%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS27.5M shares9.99%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8M shares-0.60%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR47.1M shares12.61%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS19.2M shares7.52%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS12.6M shares-2.41%2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS21.8M shares-1.22%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F18.2M shares-0.87%2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6M shares6.94%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR29.4M shares-3.30%2026-03-312026-05-12

AMZN AMAZON COM INC4.3M shares6.12%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.0M shares8.80%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST13.5M shares-1.36%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR21.8M shares15.08%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS3.8M shares6.09%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.8M shares5.92%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC947.7K shares6.45%2026-03-312026-05-12

VB VANGUARD INDEX FDS2.0M shares-4.24%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.8M shares2.82%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO1.5M shares2.95%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR20.4M shares-3.54%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR718.3K shares1.60%2026-03-312026-05-12

TSLA TESLA INC1.1M shares6.71%2026-03-312026-05-12

LLY ELI LILLY & CO420.6K shares9.87%2026-03-312026-05-12

Sponsored

XOM EXXON MOBIL CORP2.2M shares10.42%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.3M shares7.59%2026-03-312026-05-12

IJH ISHARES TR4.8M shares1.64%2026-03-312026-05-12

SPTM SPDR SERIES TRUST4.1M shares28.67%2026-03-312026-05-12

WMT WALMART INC2.6M shares5.15%2026-03-312026-05-12

SUB ISHARES TR2.9M shares3.25%2026-03-312026-05-12

SCZ ISHARES TR3.9M shares-1.92%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION301.2K shares13.16%2026-03-312026-05-12

Sponsored

ITOT ISHARES TR2.0M shares-1.70%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS3.0M shares3944.76%2026-03-312026-05-12

SPIB SPDR SERIES TRUST8.0M shares-1.03%2026-03-312026-05-12

CAT CATERPILLAR INC365.8K shares2.74%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS1.2M shares6.96%2026-03-312026-05-12

DGS WISDOMTREE TR4.2M shares-6.82%2026-03-312026-05-12

IEFA ISHARES TR2.8M shares2.59%2026-03-312026-05-12

V VISA INC811.7K shares5.92%2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO1.7M shares9.85%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST5.0M shares-1.72%2026-03-312026-05-12

ABBV ABBVIE INC1.1M shares5.72%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST3.4M shares-2.02%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS2.2M shares1668.18%2026-03-312026-05-12

VXF VANGUARD INDEX FDS1.1M shares129.29%2026-03-312026-05-12

IWB ISHARES TR642.3K shares-2.29%2026-03-312026-05-12

AMAT APPLIED MATLS INC634.6K shares4.70%2026-03-312026-05-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC638.5K shares5.43%2026-03-312026-05-12

HD HOME DEPOT INC621.0K shares5.70%2026-03-312026-05-12

EFA ISHARES TR2.1M shares0.87%2026-03-312026-05-12

IWF ISHARES TR471.3K shares-1.56%2026-03-312026-05-12

CVX CHEVRON CORPORATION900.5K shares22.78%2026-03-312026-05-12

DOL WISDOMTREE TR2.7M shares1.25%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST3.4M shares-0.49%2026-03-312026-05-12

BAC BANK AMERICA CORP3.7M shares-0.98%2026-03-312026-05-12

Sponsored

VTV VANGUARD INDEX FDS902.8K shares-3.78%2026-03-312026-05-12

KO COCA COLA CO2.3M shares10.65%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR6.0M shares-11.71%2026-03-312026-05-12

ESGV VANGUARD WORLD FD1.5M shares8.43%2026-03-312026-05-12

NFLX NETFLIX INC.1.7M shares4.57%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL225 shares2.27%2026-03-312026-05-12

VUG VANGUARD INDEX FDS360.9K shares-4.83%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC1.3M shares4.94%2026-03-312026-05-12

Sponsored

ORCL ORACLE CORP1.1M shares-1.99%2026-03-312026-05-12

IJR ISHARES TR1.3M shares0.04%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 40248.7K shares-10.08%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP714.5K shares6.33%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC731.2K shares8.91%2026-03-312026-05-12

CSCO CISCO SYS INC1.9M shares16.22%2026-03-312026-05-12

IWM ISHARES TR570.9K shares-5.73%2026-03-312026-05-12

MA MASTERCARD INCORPORATED282.3K shares5.59%2026-03-312026-05-12

Sponsored

IEI ISHARES TR1.2M shares-5.59%2026-03-312026-05-12

MCD MCDONALDS CORP445.8K shares12.45%2026-03-312026-05-12

PEP PEPSICO INC885.8K shares9.58%2026-03-312026-05-12

SCHC SCHWAB STRATEGIC TR2.9M shares134.19%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC403.3K shares29.38%2026-03-312026-05-12

SPSM SPDR SERIES TRUST2.8M shares0.34%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR4.4M shares2.48%2026-03-312026-05-12

BIL SPDR SERIES TRUST1.4M shares1.14%2026-03-312026-05-12

Sponsored

REET ISHARES TR5.1M shares2074.52%2026-03-312026-05-12

RTX RTX CORPORATION644.6K shares4.54%2026-03-312026-05-12

DLN WISDOMTREE TR1.4M shares-1.31%2026-03-312026-05-12

SCHK SCHWAB STRATEGIC TR3.9M shares24.41%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F1.5M shares6.45%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS498.0K shares3.09%2026-03-312026-05-12

IAGG ISHARES TR2.4M shares1008.77%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR2.2M shares-0.33%2026-03-312026-05-12

Sponsored

ABT ABBOTT LABORATORIES1.2M shares4.44%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC138.1K shares8.45%2026-03-312026-05-12

EWX SPDR INDEX SHS FDS1.8M shares-4.82%2026-03-312026-05-12

VWOB VANGUARD WHITEHALL FDS1.7M shares21044.59%2026-03-312026-05-12

IWD ISHARES TR536.9K shares-0.48%2026-03-312026-05-12

VSGX VANGUARD WORLD FD1.6M shares12.40%2026-03-312026-05-12

VGT VANGUARD WORLD FD159.8K shares8.44%2026-03-312026-05-12

SPHY SPDR SERIES TRUST4.7M shares5139.15%2026-03-312026-05-12

Sponsored

VEU VANGUARD INTL EQUITY INDEX F1.5M shares4.98%2026-03-312026-05-12

AVUS AMERICAN CENTY ETF TR969.5K shares-1.57%2026-03-312026-05-12

DEM WISDOMTREE TR2.2M shares2.13%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST2.8M shares14.19%2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX F735.2K shares6.48%2026-03-312026-05-12

WFC WELLS FARGO & CO1.3M shares4.67%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS1.3M shares7.97%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC714.4K shares11.94%2026-03-312026-05-12

Sponsored

LMT LOCKHEED MARTIN CORP169.3K shares6.66%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC828.1K shares-6.95%2026-03-312026-05-12

UNP UNION PAC CORP410.7K shares3.05%2026-03-312026-05-12

MLPA GLOBAL X FDS1.8M shares-1.68%2026-03-312026-05-12

NEE NEXTERA ENERGY INC1.0M shares6.76%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR3.3M shares-22.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE336.0K shares12.89%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC570.7K shares17.47%2026-03-312026-05-12

Sponsored

GLD SPDR GOLD TR217.8K shares-0.37%2026-03-312026-05-12

IWR ISHARES TR957.2K shares1.88%2026-03-312026-05-12

ESGE ISHARES INC2.0M shares2.63%2026-03-312026-05-12

GEV GE VERNOVA INC103.3K shares14.47%2026-03-312026-05-12

TJX TJX COS INC NEW552.3K shares11.00%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC245.3K shares12.64%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS1.1M shares7.32%2026-03-312026-05-12

AMGN AMGEN INC246.9K shares10.50%2026-03-312026-05-12

Sponsored

UNH UNITEDHEALTH GROUP INC306.6K shares5.57%2026-03-312026-05-12

KLAC KLA CORP56.3K shares8.30%2026-03-312026-05-12

DFIS DIMENSIONAL ETF TRUST2.4M shares0.40%2026-03-312026-05-12

APH AMPHENOL CORP641.1K shares3.50%2026-03-312026-05-12

NVS NOVARTIS AG528.8K shares20.47%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR3.2M shares-16.04%2026-03-312026-05-12

VOE VANGUARD INDEX FDS433.7K shares-0.15%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS1.4M shares-7.27%2026-03-312026-05-12

Sponsored

DON WISDOMTREE TR1.5M shares-0.02%2026-03-312026-05-12

MS MORGAN STANLEY480.5K shares5.55%2026-03-312026-05-12

HON HONEYWELL INTL INC347.6K shares17.56%2026-03-312026-05-12

BA BOEING CO391.7K shares10.25%2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST2.2M shares6.00%2026-03-312026-05-12

IVW ISHARES TR673.4K shares3.06%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR919.6K shares-5.62%2026-03-312026-05-12

ESML ISHARES TR1.6M shares1.42%2026-03-312026-05-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC188.4K shares12.42%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR550.1K shares2.65%2026-03-312026-05-12

VXUS VANGUARD STAR FDS947.3K shares26.02%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO241.2K shares5.27%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR821.2K shares3.84%2026-03-312026-05-12

CRM SALESFORCE INC384.6K shares17.59%2026-03-312026-05-12

SPYG SPDR SERIES TRUST727.7K shares0.42%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC1.4M shares14.71%2026-03-312026-05-12

Sponsored

SCHW SCHWAB CHARLES CORP739.7K shares8.90%2026-03-312026-05-12

ASML ASML HLDG NV51.9K shares9.23%2026-03-312026-05-12

VBR VANGUARD INDEX FDS315.1K shares0.98%2026-03-312026-05-12

MCK MCKESSON CORP79.1K shares9.39%2026-03-312026-05-12

CB CHUBB LTD SWITZ207.9K shares7.27%2026-03-312026-05-12

T AT&T INC2.3M shares9.85%2026-03-312026-05-12

DIS DISNEY WALT CO688.7K shares-3.58%2026-03-312026-05-12

VYMI VANGUARD WHITEHALL FDS704.3K shares3.04%2026-03-312026-05-12

Sponsored

QCOM QUALCOMM INC509.8K shares-6.93%2026-03-312026-05-12

LOW LOWES COS INC275.7K shares4.79%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC403.8K shares49.07%2026-03-312026-05-12

SDY SPDR SERIES TRUST439.2K shares-0.67%2026-03-312026-05-12

INTC INTEL CORP1.4M shares-0.57%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC129.3K shares4.10%2026-03-312026-05-12

EMXC ISHARES INC805.8K shares1.93%2026-03-312026-05-12

IGOV ISHARES TR1.5M shares6.83%2026-03-312026-05-12

Sponsored

PLD PROLOGIS INC.463.8K shares8.98%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR2.2M shares2.24%2026-03-312026-05-12

PFE PFIZER INC2.1M shares14.69%2026-03-312026-05-12

LQD ISHARES TR541.2K shares5.97%2026-03-312026-05-12

DE DEERE & CO104.1K shares9.30%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR1.9M shares-36.65%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW444.0K shares20.67%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC125.7K shares11.95%2026-03-312026-05-12

Sponsored

TCAF T ROWE PRICE ETF INC1.6M shares6538.36%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW175.2K shares-5.02%2026-03-312026-05-12

GILD GILEAD SCIENCES INC409.4K shares24.30%2026-03-312026-05-12

ESGD ISHARES TR595.7K shares6.39%2026-03-312026-05-12

SO SOUTHERN CO589.6K shares22.56%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND286.4K shares-4.72%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO928.0K shares23.94%2026-03-312026-05-12

PSX PHILLIPS 66307.0K shares9.41%2026-03-312026-05-12

Sponsored

CMCSA COMCAST CORP NEW1.9M shares21.00%2026-03-312026-05-12

GEL GENESIS ENERGY L P3.1M shares0.01%2026-03-312026-05-12

NOW SERVICENOW INC529.5K shares29.18%2026-03-312026-05-12

IWO ISHARES TR175.4K shares-4.68%2026-03-312026-05-12

MO ALTRIA GROUP INC831.6K shares8.04%2026-03-312026-05-12

DOV DOVER CORP262.9K shares1.73%2026-03-312026-05-12

IWP ISHARES TR423.4K shares0.62%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T278.7K shares6.33%2026-03-312026-05-12

Sponsored

TXN TEXAS INSTRS INC275.1K shares22.86%2026-03-312026-05-12

LINDE PLC LINDE PLC107.7K shares50.17%2026-03-312026-05-12

COP CONOCOPHILLIPS402.7K shares17.26%2026-03-312026-05-12

ADI ANALOG DEVICES INC166.6K shares10.24%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC400.0K shares11.86%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR617.6K shares-4.66%2026-03-312026-05-12

SHOP SHOPIFY INC440.3K shares7.56%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F377.0K shares2.24%2026-03-312026-05-12

Sponsored

NOC NORTHROP GRUMMAN CORP75.7K shares5.04%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND110.3K shares0.60%2026-03-312026-05-12

GLDM WORLD GOLD TR546.5K shares-1.94%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC11.9K shares17.86%2026-03-312026-05-12

SPGI S&P GLOBAL INC116.4K shares14.03%2026-03-312026-05-12

MGK VANGUARD WORLD FD134.6K shares-1.05%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC109.5K shares8.97%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST1.4M shares-3.36%2026-03-312026-05-12

Sponsored

DES WISDOMTREE TR1.3M shares-1.12%2026-03-312026-05-12

DVY ISHARES TR317.6K shares2.91%2026-03-312026-05-12

FDX FEDEX CORP134.9K shares11.67%2026-03-312026-05-12

RY ROYAL BK CDA295.9K shares3.73%2026-03-312026-05-12

RIO RIO TINTO PLC505.4K shares10.14%2026-03-312026-05-12

CACI CACI INTL INC85.8K shares-0.51%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC401.7K shares3.78%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC233.2K sharesnew addition2026-03-312026-05-12

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CMI CUMMINS INC84.7K shares11.66%2026-03-312026-05-12

SBUX STARBUCKS CORP508.1K shares0.59%2026-03-312026-05-12

TGT TARGET CORP370.8K shares14.86%2026-03-312026-05-12

GLW CORNING INC328.6K shares13.81%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC247.5K shares10.16%2026-03-312026-05-12

FIX COMFORT SYS USA INC32.3K shares22.58%2026-03-312026-05-12

IHDG WISDOMTREE TR922.1K shares-5.23%2026-03-312026-05-12

ESGU ISHARES TR313.4K shares1.21%2026-03-312026-05-12

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MPC MARATHON PETE CORP179.9K shares3.69%2026-03-312026-05-12

WM WASTE MGMT INC DEL189.8K shares7.50%2026-03-312026-05-12

WELL WELLTOWER INC220.1K shares4.00%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO170.0K shares22.95%2026-03-312026-05-12

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ORLY OREILLY AUTOMOTIVE INC458.6K shares0.17%2026-03-312026-05-12

EEM ISHARES TR737.9K shares7.34%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC369.3K shares-7.98%2026-03-312026-05-12

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PH PARKER-HANNIFIN CORP46.4K shares8.21%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP226.8K shares7.22%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC141.4K shares19.63%2026-03-312026-05-12

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TT TRANE TECHNOLOGIES PLC98.6K shares7.95%2026-03-312026-05-12

HCA HCA HEALTHCARE INC86.6K shares5.63%2026-03-312026-05-12

USB US BANCORP783.1K shares-1.61%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR1.5M shares-39.55%2026-03-312026-05-12

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AVSC AMERICAN CENTY ETF TR649.4K shares2.30%2026-03-312026-05-12

FLV AMERICAN CENTY ETF TR526.5K shares-1.12%2026-03-312026-05-12

INTU INTUIT92.8K shares23.90%2026-03-312026-05-12

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP115.6K shares1.04%2026-03-312026-05-12

SPYV SPDR SERIES TRUST695.8K shares0.58%2026-03-312026-05-12

FAST FASTENAL CO845.1K shares15.28%2026-03-312026-05-12

IVE ISHARES TR183.9K shares14.61%2026-03-312026-05-12

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SONY SONY GROUP CORP1.9M shares4.70%2026-03-312026-05-12

VBK VANGUARD INDEX FDS124.0K shares1.50%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC226.8K shares11.68%2026-03-312026-05-12

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EFAV ISHARES TR401.0K shares2.05%2026-03-312026-05-12

VOT VANGUARD INDEX FDS141.8K shares2.35%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L962.2K shares11.06%2026-03-312026-05-12

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NKE NIKE INC685.0K shares8.24%2026-03-312026-05-12

DVYE ISHARES INC1.1M shares-3.83%2026-03-312026-05-12

SGOV ISHARES TR358.1K shares-18.39%2026-03-312026-05-12

SNOW SNOWFLAKE INC237.4K shares-16.87%2026-03-312026-05-12

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FBND FIDELITY MERRIMACK STR TR776.3K shares-9.36%2026-03-312026-05-12

CGBD CARLYLE SECURED LENDING INC3.2M shares-6.75%2026-03-312026-05-12

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XEL XCEL ENERGY INC441.2K shares29.65%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP436.2K shares6.45%2026-03-312026-05-12

DISV DIMENSIONAL ETF TRUST881.3K shares1.34%2026-03-312026-05-12

TMUS T-MOBILE US INC164.3K shares12.18%2026-03-312026-05-12

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VNQI VANGUARD INTL EQUITY INDEX F765.8K shares3.37%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN215.3K shares7.83%2026-03-312026-05-12

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SLYV SPDR SERIES TRUST354.8K shares-22.57%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC339.7K shares7.09%2026-03-312026-05-12

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BN BROOKFIELD CORP794.8K shares1.27%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST709.1K shares1.87%2026-03-312026-05-12

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BHP BHP BILLITON LIMITED428.1K shares20.83%2026-03-312026-05-12

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AMT AMERICAN TOWER CORP156.1K shares-3.54%2026-03-312026-05-12

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HSBC HSBC HLDGS PLC316.7K shares-0.47%2026-03-312026-05-12

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EMB ISHARES TR253.8K shares1647.91%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP198.9K shares20.00%2026-03-312026-05-12

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SRE SEMPRA237.3K shares57.50%2026-03-312026-05-12

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NRG NRG ENERGY INC156.5K shares3.43%2026-03-312026-05-12

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SCHR SCHWAB STRATEGIC TR910.1K shares-15.32%2026-03-312026-05-12

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VHT VANGUARD WORLD FD83.2K shares4.09%2026-03-312026-05-12

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SHYG ISHARES TR526.9K shares0.67%2026-03-312026-05-12

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PYPL PAYPAL HLDGS INC478.1K shares29.60%2026-03-312026-05-12

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IDXX IDEXX LABS INC37.2K shares2.78%2026-03-312026-05-12

HDV ISHARES TR153.3K shares-0.45%2026-03-312026-05-12

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GWW WW GRAINGER INC18.9K shares29.68%2026-03-312026-05-12

EFG ISHARES TR184.5K shares21.34%2026-03-312026-05-12

PAYX PAYCHEX INC223.0K shares49.16%2026-03-312026-05-12

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OMFL INVESCO EXCH TRD SLF IDX FD341.1K shares-3.16%2026-03-312026-05-12

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AJG GALLAGHER ARTHUR J & CO94.1K shares9.03%2026-03-312026-05-12

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CINF CINCINNATI FINL CORP126.2K shares10.60%2026-03-312026-05-12

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Sponsored

CHT CHUNGHWA TELECOM CO LTD430.0K shares21.89%2026-03-312026-05-12

ICF ISHARES TR293.2K shares-2.06%2026-03-312026-05-12

SU SUNCOR ENERGY INC NEW274.5K shares23.38%2026-03-312026-05-12

FN FABRINET34.7K shares20.76%2026-03-312026-05-12

MET METLIFE INC255.4K shares33.58%2026-03-312026-05-12

AEIS ADVANCED ENERGY INDS55.6K shares26.86%2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW246.8K shares24.62%2026-03-312026-05-12

ECL ECOLAB INC67.0K shares11.65%2026-03-312026-05-12

Sponsored

ROP ROPER TECHNOLOGIES INC50.2K shares105.58%2026-03-312026-05-12

MFC MANULIFE FINL CORP513.5K shares47.78%2026-03-312026-05-12

TER TERADYNE INC59.3K shares-1.84%2026-03-312026-05-12

AMP AMERIPRISE FINL INC39.5K shares20.98%2026-03-312026-05-12

AZO AUTOZONE INC5.2K shares17.36%2026-03-312026-05-12

SMH VANECK ETF TRUST45.4K shares9.84%2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC56.6K shares11.25%2026-03-312026-05-12

SLV ISHARES SILVER TR252.1K shares4.63%2026-03-312026-05-12

Sponsored

GRMN GARMIN LTD73.9K shares44.65%2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY S A35.3K shares25.87%2026-03-312026-05-12

EFV ISHARES TR229.2K shares5.16%2026-03-312026-05-12

IWN ISHARES TR89.5K shares2.23%2026-03-312026-05-12

IVV

ISHARES TR

4.46%

Shares24.0M

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

3.06%

Shares121.4M

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-3.03%

Shares120.4M

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

6.94%

Shares133.8M

Event2026-03-31

Filed2026-05-12

SPMD

SPDR SERIES TRUST

4.29%

Shares96.6M

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

1.81%

Shares77.7M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.37%

Shares12.3M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

7.24%

Shares12.1M

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

43.20%

Shares37.4M

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

2.62%

Shares33.7M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-1.24%

Shares8.3M

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

5.26%

Shares23.8M

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

7.86%

Shares13.5M

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

1.71%

Shares27.0M

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

7.17%

Shares20.2M

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-1.84%

Shares82.3M

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.89%

Shares6.1M

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

7.80%

Shares48.0M

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.95%

Shares3.0M

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

5.62%

Shares26.2M

Event2026-03-31

Filed2026-05-12

SPSB

SPDR SERIES TRUST

4.25%

Shares53.1M

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

8.76%

Shares19.1M

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

5.99%

Shares14.4M

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

10.03%

Shares3.9M

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

31.77%

Shares14.0M

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

9.99%

Shares27.5M

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-0.60%

Shares2.8M

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

12.61%

Shares47.1M

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

7.52%

Shares19.2M

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

-2.41%

Shares12.6M

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

-1.22%

Shares21.8M

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-0.87%

Shares18.2M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

6.94%

Shares1.6M

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

-3.30%

Shares29.4M

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

6.12%

Shares4.3M

Event2026-03-31

Filed2026-05-12

ALPHABET INC

8.80%

Shares3.0M

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

-1.36%

Shares13.5M

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

15.08%

Shares21.8M

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

6.09%

Shares3.8M

Event2026-03-31

Filed2026-05-12

BROADCOM INC

5.92%

Shares1.8M

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

6.45%

Shares947.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-4.24%

Shares2.0M

Event2026-03-31

Filed2026-05-12

ALPHABET INC

2.82%

Shares1.8M

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

2.95%

Shares1.5M

Event2026-03-31

Filed2026-05-12

SCHH

SCHWAB STRATEGIC TR

-3.54%

Shares20.4M

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

1.60%

Shares718.3K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

6.71%

Shares1.1M

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

9.87%

Shares420.6K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

10.42%

Shares2.2M

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

7.59%

Shares1.3M

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

1.64%

Shares4.8M

Event2026-03-31

Filed2026-05-12

SPTM

SPDR SERIES TRUST

28.67%

Shares4.1M

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

5.15%

Shares2.6M

Event2026-03-31

Filed2026-05-12

SUB

ISHARES TR

3.25%

Shares2.9M

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES TR

-1.92%

Shares3.9M

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

13.16%

Shares301.2K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

-1.70%

Shares2.0M

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

3944.76%

Shares3.0M

Event2026-03-31

Filed2026-05-12

SPIB

SPDR SERIES TRUST

-1.03%

Shares8.0M

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

2.74%

Shares365.8K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

6.96%

Shares1.2M

Event2026-03-31

Filed2026-05-12

DGS

WISDOMTREE TR

-6.82%

Shares4.2M

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

2.59%

Shares2.8M

Event2026-03-31

Filed2026-05-12

VISA INC

5.92%

Shares811.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

9.85%

Shares1.7M

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

-1.72%

Shares5.0M

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

5.72%

Shares1.1M

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

-2.02%

Shares3.4M

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD SCOTTSDALE FDS

1668.18%

Shares2.2M

Event2026-03-31

Filed2026-05-12

VXF

VANGUARD INDEX FDS

129.29%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

-2.29%

Shares642.3K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

4.70%

Shares634.6K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.43%

Shares638.5K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

5.70%

Shares621.0K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

0.87%

Shares2.1M

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

-1.56%

Shares471.3K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

22.78%

Shares900.5K

Event2026-03-31

Filed2026-05-12

DOL

WISDOMTREE TR

1.25%

Shares2.7M

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-0.49%

Shares3.4M

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.98%

Shares3.7M

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-3.78%

Shares902.8K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

10.65%

Shares2.3M

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-11.71%

Shares6.0M

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD WORLD FD

8.43%

Shares1.5M

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

4.57%

Shares1.7M

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

2.27%

Shares225

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-4.83%

Shares360.9K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

4.94%

Shares1.3M

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-1.99%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

0.04%

Shares1.3M

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-10.08%

Shares248.7K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

6.33%

Shares714.5K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

8.91%

Shares731.2K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

16.22%

Shares1.9M

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

-5.73%

Shares570.9K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

5.59%

Shares282.3K

Event2026-03-31

Filed2026-05-12

IEI

ISHARES TR

-5.59%

Shares1.2M

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

12.45%

Shares445.8K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

9.58%

Shares885.8K

Event2026-03-31

Filed2026-05-12

SCHC

SCHWAB STRATEGIC TR

134.19%

Shares2.9M

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

29.38%

Shares403.3K

Event2026-03-31

Filed2026-05-12

SPSM

SPDR SERIES TRUST

0.34%

Shares2.8M

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

2.48%

Shares4.4M

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

1.14%

Shares1.4M

Event2026-03-31

Filed2026-05-12

REET

ISHARES TR

2074.52%

Shares5.1M

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

4.54%

Shares644.6K

Event2026-03-31

Filed2026-05-12

DLN

WISDOMTREE TR

-1.31%

Shares1.4M

Event2026-03-31

Filed2026-05-12

SCHK

SCHWAB STRATEGIC TR

24.41%

Shares3.9M

Event2026-03-31

Filed2026-05-12

VGK

VANGUARD INTL EQUITY INDEX F

6.45%

Shares1.5M

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

3.09%

Shares498.0K

Event2026-03-31

Filed2026-05-12

IAGG

ISHARES TR

1008.77%

Shares2.4M

Event2026-03-31

Filed2026-05-12

ALPS ETF TR

-0.33%

Shares2.2M

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

4.44%

Shares1.2M

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

8.45%

Shares138.1K

Event2026-03-31

Filed2026-05-12

EWX

SPDR INDEX SHS FDS

-4.82%

Shares1.8M

Event2026-03-31

Filed2026-05-12

VWOB

VANGUARD WHITEHALL FDS

21044.59%

Shares1.7M

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-0.48%

Shares536.9K

Event2026-03-31

Filed2026-05-12

VSGX

VANGUARD WORLD FD

12.40%

Shares1.6M

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

8.44%

Shares159.8K

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

5139.15%

Shares4.7M

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

4.98%

Shares1.5M

Event2026-03-31

Filed2026-05-12

AVUS

AMERICAN CENTY ETF TR

-1.57%

Shares969.5K

Event2026-03-31

Filed2026-05-12

DEM

WISDOMTREE TR

2.13%

Shares2.2M

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

14.19%

Shares2.8M

Event2026-03-31

Filed2026-05-12

VSS

VANGUARD INTL EQUITY INDEX F

6.48%

Shares735.2K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

4.67%

Shares1.3M

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

7.97%

Shares1.3M

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

11.94%

Shares714.4K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

6.66%

Shares169.3K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

-6.95%

Shares828.1K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

3.05%

Shares410.7K

Event2026-03-31

Filed2026-05-12

MLPA

GLOBAL X FDS

-1.68%

Shares1.8M

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

6.76%

Shares1.0M

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-22.00%

Shares3.3M

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

12.89%

Shares336.0K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

17.47%

Shares570.7K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-0.37%

Shares217.8K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

1.88%

Shares957.2K

Event2026-03-31

Filed2026-05-12

ESGE

ISHARES INC

2.63%

Shares2.0M

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

14.47%

Shares103.3K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

11.00%

Shares552.3K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

12.64%

Shares245.3K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

7.32%

Shares1.1M

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

10.50%

Shares246.9K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

5.57%

Shares306.6K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

8.30%

Shares56.3K

Event2026-03-31

Filed2026-05-12

DFIS

DIMENSIONAL ETF TRUST

0.40%

Shares2.4M

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

3.50%

Shares641.1K

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG

20.47%

Shares528.8K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

-16.04%

Shares3.2M

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

-0.15%

Shares433.7K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

-7.27%

Shares1.4M

Event2026-03-31

Filed2026-05-12

DON

WISDOMTREE TR

-0.02%

Shares1.5M

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

5.55%

Shares480.5K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

17.56%

Shares347.6K

Event2026-03-31

Filed2026-05-12

BOEING CO

10.25%

Shares391.7K

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

6.00%

Shares2.2M

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

3.06%

Shares673.4K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

-5.62%

Shares919.6K

Event2026-03-31

Filed2026-05-12

ESML

ISHARES TR

1.42%

Shares1.6M

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

12.42%

Shares188.4K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

2.65%

Shares550.1K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

26.02%

Shares947.3K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

5.27%

Shares241.2K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

3.84%

Shares821.2K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

17.59%

Shares384.6K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

0.42%

Shares727.7K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

14.71%

Shares1.4M

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

8.90%

Shares739.7K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

9.23%

Shares51.9K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

0.98%

Shares315.1K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

9.39%

Shares79.1K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

7.27%

Shares207.9K

Event2026-03-31

Filed2026-05-12

AT&T INC

9.85%

Shares2.3M

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

-3.58%

Shares688.7K

Event2026-03-31

Filed2026-05-12

VYMI

VANGUARD WHITEHALL FDS

3.04%

Shares704.3K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

-6.93%

Shares509.8K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

4.79%

Shares275.7K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

49.07%

Shares403.8K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

-0.67%

Shares439.2K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-0.57%

Shares1.4M

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

4.10%

Shares129.3K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

1.93%

Shares805.8K

Event2026-03-31

Filed2026-05-12

IGOV

ISHARES TR

6.83%

Shares1.5M

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC.

8.98%

Shares463.8K

Event2026-03-31

Filed2026-05-12

FNDX

SCHWAB STRATEGIC TR

2.24%

Shares2.2M

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

14.69%

Shares2.1M

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

5.97%

Shares541.2K

Event2026-03-31

Filed2026-05-12

DEERE & CO

9.30%

Shares104.1K

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

-36.65%

Shares1.9M

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

20.67%

Shares444.0K

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

11.95%

Shares125.7K

Event2026-03-31

Filed2026-05-12

TCAF

T ROWE PRICE ETF INC

6538.36%

Shares1.6M

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

-5.02%

Shares175.2K

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES INC

24.30%

Shares409.4K

Event2026-03-31

Filed2026-05-12

ESGD

ISHARES TR

6.39%

Shares595.7K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

22.56%

Shares589.6K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

-4.72%

Shares286.4K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

23.94%

Shares928.0K

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66

9.41%

Shares307.0K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP NEW

21.00%

Shares1.9M

Event2026-03-31

Filed2026-05-12

GEL

GENESIS ENERGY L P

0.01%

Shares3.1M

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

29.18%

Shares529.5K

Event2026-03-31

Filed2026-05-12

IWO

ISHARES TR

-4.68%

Shares175.4K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

8.04%

Shares831.6K

Event2026-03-31

Filed2026-05-12

DOV

DOVER CORP

1.73%

Shares262.9K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES TR

0.62%

Shares423.4K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

6.33%

Shares278.7K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

22.86%

Shares275.1K

Event2026-03-31

Filed2026-05-12

LINDE PLC

50.17%

Shares107.7K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

17.26%

Shares402.7K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

10.24%

Shares166.6K

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELEC PWR CO INC

11.86%

Shares400.0K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

-4.66%

Shares617.6K

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC

7.56%

Shares440.3K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

2.24%

Shares377.0K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

5.04%

Shares75.7K

Event2026-03-31

Filed2026-05-12

DIA

STATE STR SPDR DOW JONES IND

0.60%

Shares110.3K

Event2026-03-31

Filed2026-05-12

GLDM

WORLD GOLD TR

-1.94%

Shares546.5K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC

17.86%

Shares11.9K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

14.03%

Shares116.4K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

-1.05%

Shares134.6K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC

8.97%

Shares109.5K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

-3.36%

Shares1.4M

Event2026-03-31

Filed2026-05-12

DES

WISDOMTREE TR

-1.12%

Shares1.3M

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

2.91%

Shares317.6K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

11.67%

Shares134.9K

Event2026-03-31

Filed2026-05-12

ROYAL BK CDA

3.73%

Shares295.9K

Event2026-03-31

Filed2026-05-12

RIO

RIO TINTO PLC

10.14%

Shares505.4K

Event2026-03-31

Filed2026-05-12

CACI

CACI INTL INC

-0.51%

Shares85.8K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

3.78%

Shares401.7K

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC

New

Shares233.2K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

11.66%

Shares84.7K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

0.59%

Shares508.1K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP

14.86%

Shares370.8K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

13.81%

Shares328.6K

Event2026-03-31

Filed2026-05-12

DLR

DIGITAL RLTY TR INC

10.16%

Shares247.5K

Event2026-03-31

Filed2026-05-12

FIX

COMFORT SYS USA INC

22.58%

Shares32.3K

Event2026-03-31

Filed2026-05-12

IHDG

WISDOMTREE TR

-5.23%

Shares922.1K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

1.21%

Shares313.4K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

3.69%

Shares179.9K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

7.50%

Shares189.8K

Event2026-03-31

Filed2026-05-12

WELL

WELLTOWER INC

4.00%

Shares220.1K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

22.95%

Shares170.0K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC

7.75%

Shares455.6K

Event2026-03-31

Filed2026-05-12

ORLY

OREILLY AUTOMOTIVE INC

0.17%

Shares458.6K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

7.34%

Shares737.9K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

-7.98%

Shares369.3K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

8.21%

Shares46.4K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

7.22%

Shares226.8K

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC

19.63%

Shares141.4K

Event2026-03-31

Filed2026-05-12

ASX

ASE TECHNOLOGY HLDG CO LTD

38.42%

Shares1.9M

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

7.95%

Shares98.6K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC

5.63%

Shares86.6K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

-1.61%

Shares783.1K

Event2026-03-31

Filed2026-05-12

SCHP

SCHWAB STRATEGIC TR

-39.55%

Shares1.5M

Event2026-03-31

Filed2026-05-12

AVSC

AMERICAN CENTY ETF TR

2.30%

Shares649.4K

Event2026-03-31

Filed2026-05-12

FLV

AMERICAN CENTY ETF TR

-1.12%

Shares526.5K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

23.90%

Shares92.8K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

40.27%

Shares121.2K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

1.04%

Shares115.6K

Event2026-03-31

Filed2026-05-12

SPYV

SPDR SERIES TRUST

0.58%

Shares695.8K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

15.28%

Shares845.1K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

14.61%

Shares183.9K

Event2026-03-31

Filed2026-05-12

SONY

SONY GROUP CORP

4.70%

Shares1.9M

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

1.50%

Shares124.0K

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

11.68%

Shares226.8K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

19.10%

Shares152.2K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

19.91%

Shares281.9K

Event2026-03-31

Filed2026-05-12

EFAV

ISHARES TR

2.05%

Shares401.0K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

2.35%

Shares141.8K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

11.06%

Shares962.2K

Event2026-03-31

Filed2026-05-12

NKE

NIKE INC

8.24%

Shares685.0K

Event2026-03-31

Filed2026-05-12

DVYE

ISHARES INC

-3.83%

Shares1.1M

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

-18.39%

Shares358.1K

Event2026-03-31

Filed2026-05-12

SNOW

SNOWFLAKE INC

-16.87%

Shares237.4K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

20.21%

Shares188.3K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

23.20%

Shares131.6K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

-9.36%

Shares776.3K

Event2026-03-31

Filed2026-05-12

CGBD

CARLYLE SECURED LENDING INC

-6.75%

Shares3.2M

Event2026-03-31

Filed2026-05-12

XEL

XCEL ENERGY INC

29.65%

Shares441.2K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP

6.45%

Shares436.2K

Event2026-03-31

Filed2026-05-12

DISV

DIMENSIONAL ETF TRUST

1.34%

Shares881.3K

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC

12.18%

Shares164.3K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

-7.22%

Shares831.8K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

-9.52%

Shares474.1K

Event2026-03-31

Filed2026-05-12

VNQI

VANGUARD INTL EQUITY INDEX F

3.37%

Shares765.8K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

7.83%

Shares215.3K

Event2026-03-31

Filed2026-05-12

SLYV

SPDR SERIES TRUST

-22.57%

Shares354.8K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

7.09%

Shares339.7K

Event2026-03-31

Filed2026-05-12

CME

CME GROUP INC

32.67%

Shares113.1K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

15.01%

Shares388.8K

Event2026-03-31

Filed2026-05-12

FTNT

FORTINET INC

3.40%

Shares400.3K

Event2026-03-31

Filed2026-05-12

MMM

3M CO

-0.10%

Shares225.1K

Event2026-03-31

Filed2026-05-12

SPAB

SPDR SERIES TRUST

6.40%

Shares1.3M

Event2026-03-31

Filed2026-05-12

BXSL

BLACKSTONE SECD LENDING FD

-4.18%

Shares1.4M

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP

1.27%

Shares794.8K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

1.87%

Shares709.1K

Event2026-03-31

Filed2026-05-12

ROST

ROSS STORES INC

14.99%

Shares147.3K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

34.18%

Shares520.8K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC

12.66%

Shares432.2K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW

10.35%

Shares347.3K

Event2026-03-31

Filed2026-05-12

APP

APPLOVIN CORP

-14.65%

Shares78.7K

Event2026-03-31

Filed2026-05-12

BHP

BHP BILLITON LIMITED

20.83%

Shares428.1K

Event2026-03-31

Filed2026-05-12

REGN

REGENERON PHARMACEUTICALS

33.24%

Shares40.2K

Event2026-03-31

Filed2026-05-12

BSY

BENTLEY SYS INC

3.90%

Shares882.4K

Event2026-03-31

Filed2026-05-12

CEG

CONSTELLATION ENERGY CORP

-3.93%

Shares111.0K

Event2026-03-31

Filed2026-05-12

CONSOLIDATED EDISON INC

37.96%

Shares272.7K

Event2026-03-31

Filed2026-05-12

EVRG

EVERGY INC

63.99%

Shares375.6K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

30.84%

Shares327.5K

Event2026-03-31

Filed2026-05-12

SUSC

ISHARES TR

6.29%

Shares1.3M

Event2026-03-31

Filed2026-05-12

BABA

ALIBABA GROUP HLDG LTD

-3.40%

Shares240.7K

Event2026-03-31

Filed2026-05-12

SKM

SK TELECOM CO LTD

73.88%

Shares1.0M

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC

41.81%

Shares171.0K

Event2026-03-31

Filed2026-05-12

BWX

SPDR SERIES TRUST

22.82%

Shares1.4M

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC

46.61%

Shares445.6K

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP

6.70%

Shares119.7K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

3.26%

Shares337.1K

Event2026-03-31

Filed2026-05-12

ONEY

SPDR SERIES TRUST

-1.04%

Shares242.8K

Event2026-03-31

Filed2026-05-12

NEM

NEWMONT CORP

9.20%

Shares269.0K

Event2026-03-31

Filed2026-05-12

FNDF

SCHWAB STRATEGIC TR

18.09%

Shares583.7K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

3.81%

Shares260.3K

Event2026-03-31

Filed2026-05-12

STIP

ISHARES TR

-5.94%

Shares274.8K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

14.85%

Shares29.5K

Event2026-03-31

Filed2026-05-12

SNPS

SYNOPSYS INC

1.96%

Shares71.6K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

4.98%

Shares404.3K

Event2026-03-31

Filed2026-05-12

CTVA

CORTEVA INC

25.71%

Shares337.8K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL

31.14%

Shares830.2K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

6.22%

Shares453.9K

Event2026-03-31

Filed2026-05-12

CARR

CARRIER GLOBAL CORPORATION

12.87%

Shares493.1K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC

4.74%

Shares448.3K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT MCMORAN INC

17.18%

Shares471.5K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

-4.60%

Shares152.6K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

9.96%

Shares79.9K

Event2026-03-31

Filed2026-05-12

PWR

QUANTA SVCS INC

16.20%

Shares50.1K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

-0.68%

Shares697.0K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

-3.54%

Shares156.1K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

14.65%

Shares135.0K

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES TR

-8.56%

Shares200.4K

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC

-11.66%

Shares183.3K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP

11.03%

Shares127.9K

Event2026-03-31

Filed2026-05-12

DSI

ISHARES TR

21.65%

Shares216.5K

Event2026-03-31

Filed2026-05-12

JCI

JOHNSON CONTROLS INTERNATION

24.86%

Shares199.5K

Event2026-03-31

Filed2026-05-12

HSBC

HSBC HLDGS PLC

-0.47%

Shares316.7K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

1.75%

Shares527.4K

Event2026-03-31

Filed2026-05-12

WOORI FINL GROUP INC

16.89%

Shares390.7K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

30.10%

Shares135.6K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC

17.47%

Shares124.0K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

20.94%

Shares256.3K

Event2026-03-31

Filed2026-05-12

SAN

BANCO SANTANDER SA

16.23%

Shares2.3M

Event2026-03-31

Filed2026-05-12

APD

AIR PRODUCTS AND CHEMICALS I

11.15%

Shares88.2K

Event2026-03-31

Filed2026-05-12

EIX

EDISON INTL

29.94%

Shares349.8K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP

39.56%

Shares95.7K

Event2026-03-31

Filed2026-05-12

TDIV

FIRST TR EXCHANGE TRADED FD

0.31%

Shares269.9K

Event2026-03-31

Filed2026-05-12

COUR

COURSERA INC

2.54%

Shares4.3M

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

10.70%

Shares96.2K

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

24.96%

Shares397.9K

Event2026-03-31

Filed2026-05-12

HWM

HOWMET AEROSPACE INC

13.78%

Shares108.2K

Event2026-03-31

Filed2026-05-12

ODFL

OLD DOMINION FREIGHT LINE IN

22.50%

Shares127.2K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

0.28%

Shares153.5K

Event2026-03-31

Filed2026-05-12

IFRA

ISHARES TR

-0.86%

Shares434.0K

Event2026-03-31

Filed2026-05-12

CTAS

CINTAS CORP

19.14%

Shares146.1K

Event2026-03-31

Filed2026-05-12

TORONTO DOMINION BK ONT

7.44%

Shares264.5K

Event2026-03-31

Filed2026-05-12

SEAGATE TECHNOLOGY HLDNGS PL

6.65%

Shares62.7K

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

16.56%

Shares425.0K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

22.94%

Shares118.1K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

-7.45%

Shares119.9K

Event2026-03-31

Filed2026-05-12

ATO

ATMOS ENERGY CORP

94.45%

Shares131.5K

Event2026-03-31

Filed2026-05-12

CFG

CITIZENS FINL GROUP INC

22.68%

Shares404.1K

Event2026-03-31

Filed2026-05-12

MARVELL TECHNOLOGY INC

17.00%

Shares244.0K

Event2026-03-31

Filed2026-05-12

CENCORA INC

2.49%

Shares75.9K

Event2026-03-31

Filed2026-05-12

EMB

ISHARES TR

1647.91%

Shares253.8K

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

20.00%

Shares198.9K

Event2026-03-31

Filed2026-05-12

GSK PLC

11.99%

Shares427.4K

Event2026-03-31

Filed2026-05-12

QQQM

INVESCO EXCH TRADED FD TR II

17.09%

Shares98.8K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

3.82%

Shares73.1K

Event2026-03-31

Filed2026-05-12

SUSL

ISHARES TR

1.40%

Shares205.4K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

4.23%

Shares81.2K

Event2026-03-31

Filed2026-05-12

NUE

NUCOR CORP

6.14%

Shares137.7K

Event2026-03-31

Filed2026-05-12

ADSK

AUTODESK INC

73.79%

Shares97.2K

Event2026-03-31

Filed2026-05-12

BLOOM ENERGY CORP

29.38%

Shares171.3K

Event2026-03-31

Filed2026-05-12

ABNB

AIRBNB INC

56.49%

Shares183.4K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

50.41%

Shares502.3K

Event2026-03-31

Filed2026-05-12

UNILEVER PLC

-2.48%

Shares405.1K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA

57.50%

Shares237.3K

Event2026-03-31

Filed2026-05-12

PCG

PG&E CORP

44.50%

Shares1.3M

Event2026-03-31

Filed2026-05-12

NRG

NRG ENERGY INC

3.43%

Shares156.5K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

6.40%

Shares306.9K

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC

5.75%

Shares146.3K

Event2026-03-31

Filed2026-05-12

EXC

EXELON CORP

64.43%

Shares463.3K

Event2026-03-31

Filed2026-05-12

SPG

SIMON PPTY GROUP INC NEW

-3.89%

Shares121.6K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

-15.32%

Shares910.1K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

4.09%

Shares83.2K

Event2026-03-31

Filed2026-05-12

ENERGY TRANSFER L P

30.65%

Shares1.2M

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

-2.40%

Shares236.9K

Event2026-03-31

Filed2026-05-12

HAS

HASBRO INC

-4.84%

Shares241.4K

Event2026-03-31

Filed2026-05-12

ZSCALER INC

8.82%

Shares160.5K

Event2026-03-31

Filed2026-05-12

MOAT

VANECK ETF TRUST

8.30%

Shares232.4K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

20.40%

Shares628.6K

Event2026-03-31

Filed2026-05-12

MUFG

MITSUBISHI UFJ FINANCIAL GRO

12.62%

Shares1.3M

Event2026-03-31

Filed2026-05-12

SHYG

ISHARES TR

0.67%

Shares526.9K

Event2026-03-31

Filed2026-05-12

SAP

SAP SE

1.00%

Shares128.6K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

20.78%

Shares253.6K

Event2026-03-31

Filed2026-05-12

KEYS

KEYSIGHT TECHNOLOGIES INC

40.37%

Shares77.0K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

160.56%

Shares470.4K

Event2026-03-31

Filed2026-05-12

PYPL

PAYPAL HLDGS INC

29.60%

Shares478.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

-0.86%

Shares626.4K

Event2026-03-31

Filed2026-05-12

HIG

HARTFORD INSURANCE GROUP INC

13.79%

Shares159.6K

Event2026-03-31

Filed2026-05-12

AEM

AGNICO EAGLE MINES LTD

26.74%

Shares106.3K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

-2.55%

Shares928.8K

Event2026-03-31

Filed2026-05-12

TOTALENERGIES SE

7.57%

Shares236.9K

Event2026-03-31

Filed2026-05-12

BIIB

BIOGEN INC

30.26%

Shares117.2K

Event2026-03-31

Filed2026-05-12

MSI

MOTOROLA SOLUTIONS INC

20.28%

Shares49.4K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

4.41%

Shares77.1K

Event2026-03-31

Filed2026-05-12

UMC

UNITED MICROELECTRONICS CORP

9.45%

Shares2.4M

Event2026-03-31

Filed2026-05-12

ENB

ENBRIDGE INC

4.18%

Shares392.1K

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP

14.17%

Shares33.4K

Event2026-03-31

Filed2026-05-12

EQIX

EQUINIX INC

82.11%

Shares21.6K

Event2026-03-31

Filed2026-05-12

FLTR

VANECK ETF TRUST

-1.77%

Shares829.6K

Event2026-03-31

Filed2026-05-12

OXY

OCCIDENTAL PETE CORP

41.11%

Shares323.1K

Event2026-03-31

Filed2026-05-12

BDX

BECTON DICKINSON & CO

28.93%

Shares133.5K

Event2026-03-31

Filed2026-05-12

VMC

VULCAN MATLS CO

3.12%

Shares76.9K

Event2026-03-31

Filed2026-05-12

SNY

SANOFI SA

91.99%

Shares434.1K

Event2026-03-31

Filed2026-05-12

WST

WEST PHARMACEUTICAL SVSC INC

4.87%

Shares83.4K

Event2026-03-31

Filed2026-05-12

IDXX

IDEXX LABS INC

2.78%

Shares37.2K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

-0.45%

Shares153.3K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

3.59%

Shares141.8K

Event2026-03-31

Filed2026-05-12

DFLV

DIMENSIONAL ETF TRUST

1.89%

Shares581.9K

Event2026-03-31

Filed2026-05-12

WEC ENERGY GROUP INC

22.65%

Shares178.5K

Event2026-03-31

Filed2026-05-12

DVN

DEVON ENERGY CORP NEW

24.84%

Shares409.7K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

8.95%

Shares204.8K

Event2026-03-31

Filed2026-05-12

AEE

AMEREN CORP

51.44%

Shares187.4K

Event2026-03-31

Filed2026-05-12

GWW

WW GRAINGER INC

29.68%

Shares18.9K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

21.34%

Shares184.5K

Event2026-03-31

Filed2026-05-12

PAYX

PAYCHEX INC

49.16%

Shares223.0K

Event2026-03-31

Filed2026-05-12

IGSB

ISHARES TR

20.43%

Shares390.7K

Event2026-03-31

Filed2026-05-12

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.16%

Shares341.1K

Event2026-03-31

Filed2026-05-12

VPL

VANGUARD INTL EQUITY INDEX F

-2.46%

Shares209.1K

Event2026-03-31

Filed2026-05-12

MPWR

MONOLITHIC PWR SYS INC

6.72%

Shares18.7K

Event2026-03-31

Filed2026-05-12

SRLN

SSGA ACTIVE ETF TR

-5.29%

Shares508.5K

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J & CO

9.03%

Shares94.1K

Event2026-03-31

Filed2026-05-12

AVIG

AMERICAN CENTY ETF TR

-6.51%

Shares490.3K

Event2026-03-31

Filed2026-05-12

VICI

VICI PPTYS INC

219.34%

Shares745.3K

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP

-6.45%

Shares285.1K

Event2026-03-31

Filed2026-05-12

FISERV INC

66.14%

Shares363.9K

Event2026-03-31

Filed2026-05-12

KROGER CO

15.09%

Shares280.4K

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED

16.61%

Shares394.6K

Event2026-03-31

Filed2026-05-12

IJS

ISHARES TR

10.33%

Shares168.1K

Event2026-03-31

Filed2026-05-12

CINF

CINCINNATI FINL CORP

10.60%

Shares126.2K

Event2026-03-31

Filed2026-05-12

CAH

CARDINAL HEALTH INC

8.11%

Shares93.9K

Event2026-03-31

Filed2026-05-12

PKX

POSCO HOLDINGS INC

59.29%

Shares338.7K

Event2026-03-31

Filed2026-05-12

LNG

CHENIERE ENERGY INC

-2.91%

Shares69.7K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

13.87%

Shares514.2K

Event2026-03-31

Filed2026-05-12

MCO

MOODYS CORP

26.13%

Shares44.6K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

-4.18%

Shares133.3K

Event2026-03-31

Filed2026-05-12

TFLO

ISHARES TR

-0.58%

Shares383.6K

Event2026-03-31

Filed2026-05-12

GGG

GRACO INC

20.83%

Shares229.1K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

-1.59%

Shares402.9K

Event2026-03-31

Filed2026-05-12

RELIANCE INC

6.26%

Shares63.4K

Event2026-03-31

Filed2026-05-12

DGRW

WISDOMTREE TR

0.76%

Shares219.3K

Event2026-03-31

Filed2026-05-12

NET

CLOUDFLARE INC

32.80%

Shares93.3K

Event2026-03-31

Filed2026-05-12

UAL

UNITED AIRLS HLDGS INC

44.15%

Shares208.2K

Event2026-03-31

Filed2026-05-12

EME

EMCOR GROUP INC

45.50%

Shares25.9K

Event2026-03-31

Filed2026-05-12

PFFD

GLOBAL X FDS

1.17%

Shares1.0M

Event2026-03-31

Filed2026-05-12

SCMB

SCHWAB STRATEGIC TR

1659.28%

Shares748.8K

Event2026-03-31

Filed2026-05-12

CVS

CVS HEALTH CORP

9.21%

Shares265.1K

Event2026-03-31

Filed2026-05-12

CIEN

CIENA CORP

6.58%

Shares49.0K

Event2026-03-31

Filed2026-05-12

NNN

NNN REIT INC

117.78%

Shares452.5K

Event2026-03-31

Filed2026-05-12

FITB

FIFTH THIRD BANCORP

40.26%

Shares409.2K

Event2026-03-31

Filed2026-05-12

LNT

ALLIANT ENERGY CORP

75.14%

Shares262.3K

Event2026-03-31

Filed2026-05-12

JHG

JANUS HENDERSON GROUP PLC

69.94%

Shares364.3K

Event2026-03-31

Filed2026-05-12

RCL

ROYAL CARIBBEAN GROUP

7.85%

Shares68.0K

Event2026-03-31

Filed2026-05-12

AVSF

AMERICAN CENTY ETF TR

-4.08%

Shares399.4K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

8.54%

Shares540.7K

Event2026-03-31

Filed2026-05-12

BBVA

BANCO BILBAO VIZCAYA ARGENTA

8.37%

Shares859.8K

Event2026-03-31

Filed2026-05-12

SHG

SHINHAN FINANCIAL GROUP CO L

30.73%

Shares301.4K

Event2026-03-31

Filed2026-05-12

HAL

HALLIBURTON CO

22.01%

Shares472.4K

Event2026-03-31

Filed2026-05-12

KB FINL GROUP INC

28.21%

Shares184.0K

Event2026-03-31

Filed2026-05-12

SCCO

SOUTHERN COPPER CORP

14.77%

Shares106.4K

Event2026-03-31

Filed2026-05-12

DOW

DOW HLDGS INC

77.29%

Shares436.3K

Event2026-03-31

Filed2026-05-12

CHT

CHUNGHWA TELECOM CO LTD

21.89%

Shares430.0K

Event2026-03-31

Filed2026-05-12

ICF

ISHARES TR

-2.06%

Shares293.2K

Event2026-03-31

Filed2026-05-12

SUNCOR ENERGY INC NEW

23.38%

Shares274.5K

Event2026-03-31

Filed2026-05-12

FABRINET

20.76%

Shares34.7K

Event2026-03-31

Filed2026-05-12

MET

METLIFE INC

33.58%

Shares255.4K

Event2026-03-31

Filed2026-05-12

AEIS

ADVANCED ENERGY INDS

26.86%

Shares55.6K

Event2026-03-31

Filed2026-05-12

MNST

MONSTER BEVERAGE CORP NEW

24.62%

Shares246.8K

Event2026-03-31

Filed2026-05-12

ECL

ECOLAB INC

11.65%

Shares67.0K

Event2026-03-31

Filed2026-05-12

ROP

ROPER TECHNOLOGIES INC

105.58%

Shares50.2K

Event2026-03-31

Filed2026-05-12

MFC

MANULIFE FINL CORP

47.78%

Shares513.5K

Event2026-03-31

Filed2026-05-12

TER

TERADYNE INC

-1.84%

Shares59.3K

Event2026-03-31

Filed2026-05-12

AMP

AMERIPRISE FINL INC

20.98%

Shares39.5K

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

17.36%

Shares5.2K

Event2026-03-31

Filed2026-05-12

SMH

VANECK ETF TRUST

9.84%

Shares45.4K

Event2026-03-31

Filed2026-05-12

HLT

HILTON WORLDWIDE HLDGS INC

11.25%

Shares56.6K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TR

4.63%

Shares252.1K

Event2026-03-31

Filed2026-05-12

GRMN

GARMIN LTD

44.65%

Shares73.9K

Event2026-03-31

Filed2026-05-12

SPOT

SPOTIFY TECHNOLOGY S A

25.87%

Shares35.3K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

5.16%

Shares229.2K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

2.23%

Shares89.5K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

PYPL Call CallPAYPAL HLDGS INC45.0K sharesnew addition2026-03-312026-05-12

ALPHABET INC Call CallALPHABET INC1.1K sharesnew addition2026-03-312026-05-12

MRNA Call CallMODERNA INC10.0K shares0.00%2026-03-312026-05-12

NVDA Call CallNVIDIA CORPORATION10.0K sharesnew addition2026-03-312026-05-12

COEUR MNG INC Call CallCOEUR MNG INC20.0K sharesnew addition2026-03-312026-05-12

INFLEQTION INC Call CallINFLEQTION INC20.0K sharesnew addition2026-03-312026-05-12

POET Call CallPOET TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-05-12

ACHR Call CallARCHER AVIATION INC10.0K shares0.00%2026-03-312026-05-12

PYPL Call

PAYPAL HLDGS INC

New

Shares45.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC Call

ALPHABET INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

MRNA Call

MODERNA INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

NVDA Call

NVIDIA CORPORATION

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

COEUR MNG INC Call

COEUR MNG INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-12

INFLEQTION INC Call

INFLEQTION INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-12

POET Call

POET TECHNOLOGIES INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ACHR Call

ARCHER AVIATION INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

Put Option Holdings

ISRG Put PutINTUITIVE SURGICAL INC9.5K sharesnew addition2026-03-312026-05-12

NVDA Put PutNVIDIA CORPORATION82.1K shares-58.43%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL Put PutBERKSHIRE HATHAWAY INC DEL12.0K shares0.00%2026-03-312026-05-12

AAPL Put PutAPPLE INC41.5K shares-25.09%2026-03-312026-05-12

SCHW Put PutSCHWAB CHARLES CORP20.0K shares0.00%2026-03-312026-05-12

CINF Put PutCINCINNATI FINL CORP15.0K sharesnew addition2026-03-312026-05-12

ISRG Put

INTUITIVE SURGICAL INC

New

Shares9.5K

Event2026-03-31

Filed2026-05-12

NVDA Put

NVIDIA CORPORATION

-58.43%

Shares82.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL Put

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

AAPL Put

APPLE INC

-25.09%

Shares41.5K

Event2026-03-31

Filed2026-05-12

SCHW Put

SCHWAB CHARLES CORP

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-12

CINF Put

CINCINNATI FINL CORP

New

Shares15.0K

Event2026-03-31

Filed2026-05-12