Sponsored

The Analysis of Creekside Partners's Holdings & P&L

Currently, Creekside Partners holds 183 types of securities in its portfolio with a total value $242.9M. In the most recent quarter, they have increased their positions in VTI (+4.1K shares, valued at $1.3M), VEA (+16.9K shares, valued at $1.1M), N/A (+44.8K shares, valued at $947.2K); decreased their positions in SCHF (-24.3K shares, valued at $600.2K), VIG (-1.2K shares, valued at $255.1K), NVDA (-1.2K shares, valued at $212.6K); initiated new positions in N/A (+44.8K shares, valued at $947.2K), AOR (+9.4K shares, valued at $603.2K), ICVT (+3.7K shares, valued at $375.3K).

1M P&L

+9.1M+3.80%

3M P&L

-17.4M-6.52%

HY P&L

-2.7M-1.06%

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/A190.5M

82.3%

2Consumer Electronics9.4M

4.1%

3Semiconductors3.3M

1.4%

Top Industries by Stock Count

1N/A123 stocks

73.2%

2Semiconductors4 stocks

2.4%

3Banks - Diversified3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR523.8K shares-4.43%2026-03-312026-04-22

AAPL APPLE INC37.1K shares-1.91%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR315.9K shares-1.18%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS134.7K shares14.39%2026-03-312026-04-22

VO VANGUARD INDEX FDS27.7K shares2.75%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR316.1K shares1.87%2026-03-312026-04-22

VB VANGUARD INDEX FDS28.2K shares1.14%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS31.1K shares-3.68%2026-03-312026-04-22

Sponsored

VBR VANGUARD INDEX FDS29.2K shares2.48%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR179.8K shares2.38%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F65.9K shares6.64%2026-03-312026-04-22

VTI VANGUARD INDEX FDS14.0K shares41.10%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR168.0K shares-1.41%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR124.4K shares0.13%2026-03-312026-04-22

GLD SPDR GOLD TR9.1K shares7.67%2026-03-312026-04-22

FGD FIRST TR EXCHANGE-TRADED FD122.2K shares4.97%2026-03-312026-04-22

Sponsored

ACWV ISHARES INC31.6K shares-1.53%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F69.6K shares10.22%2026-03-312026-04-22

SCZ ISHARES TR42.5K shares-2.48%2026-03-312026-04-22

DSI ISHARES TR24.5K shares-0.73%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS33.0K shares-1.66%2026-03-312026-04-22

MOAT VANECK ETF TRUST28.1K shares2.10%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F18.8K shares12.36%2026-03-312026-04-22

CHI CALAMOS CONV OPPORTUNITIES &229.2K shares5.22%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION13.6K shares-8.24%2026-03-312026-04-22

SMOT VANECK ETF TRUST67.2K shares3.96%2026-03-312026-04-22

VBK VANGUARD INDEX FDS7.0K shares-3.76%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD19.0K shares0.00%2026-03-312026-04-22

MSFT MICROSOFT CORP5.7K shares-2.03%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.7K shares2.57%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS13.7K shares0.04%2026-03-312026-04-22

CGBL CAPITAL GROUP CORE BALANCED57.5K shares10.14%2026-03-312026-04-22

Sponsored

CAT CATERPILLAR INC2.8K shares0.04%2026-03-312026-04-22

VXUS VANGUARD STAR FDS25.0K shares15.07%2026-03-312026-04-22

AMZN AMAZON COM INC9.0K shares0.00%2026-03-312026-04-22

CVX CHEVRON CORPORATION8.8K shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON7.4K shares-10.37%2026-03-312026-04-22

TSLA TESLA INC4.7K shares74.57%2026-03-312026-04-22

ALPHABET INC ALPHABET INC5.7K shares0.46%2026-03-312026-04-22

IOO ISHARES TR13.4K shares0.00%2026-03-312026-04-22

Sponsored

FNDF SCHWAB STRATEGIC TR33.1K shares0.00%2026-03-312026-04-22

USMV ISHARES TR16.7K shares0.08%2026-03-312026-04-22

ANGL VANECK ETF TRUST52.9K shares13.48%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR45.7K shares-0.68%2026-03-312026-04-22

IJH ISHARES TR20.6K shares0.14%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS18.7K shares0.21%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR28.8K shares10.70%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS27.2K shares-0.27%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares-1.67%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS13.8K shares2.41%2026-03-312026-04-22

CSCO CISCO SYS INC15.4K shares-4.63%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS14.8K shares0.21%2026-03-312026-04-22

IDV ISHARES TR27.2K shares21.09%2026-03-312026-04-22

FNDE SCHWAB STRATEGIC TR29.4K shares0.00%2026-03-312026-04-22

ISCG ISHARES TR19.8K shares-2.46%2026-03-312026-04-22

EWU ISHARES TR23.4K shares0.00%2026-03-312026-04-22

Sponsored

VTV VANGUARD INDEX FDS5.4K shares-4.05%2026-03-312026-04-22

SCHC SCHWAB STRATEGIC TR22.5K shares-0.60%2026-03-312026-04-22

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN44.8K sharesnew addition2026-03-312026-04-22

DLY DOUBLELINE YIELD OPPORTUNITI67.2K shares-4.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO3.2K shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.2K shares-0.94%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR28.7K shares31.50%2026-03-312026-04-22

BROADCOM INC BROADCOM INC2.8K shares-3.46%2026-03-312026-04-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.4K shares0.15%2026-03-312026-04-22

MGV VANGUARD WORLD FD5.5K shares0.00%2026-03-312026-04-22

IYR ISHARES TR8.2K shares0.11%2026-03-312026-04-22

WFC WELLS FARGO & CO9.5K shares0.00%2026-03-312026-04-22

BIL SPDR SERIES TRUST8.2K shares2.73%2026-03-312026-04-22

VPU VANGUARD WORLD FD3.8K shares0.05%2026-03-312026-04-22

VOE VANGUARD INDEX FDS4.0K shares0.15%2026-03-312026-04-22

MCD MCDONALDS CORP2.4K shares-5.15%2026-03-312026-04-22

Sponsored

IJR ISHARES TR5.9K shares0.02%2026-03-312026-04-22

VOOV VANGUARD ADMIRAL FDS INC3.5K shares-2.51%2026-03-312026-04-22

VXF VANGUARD INDEX FDS3.4K shares0.32%2026-03-312026-04-22

FPE FIRST TR EXCH TRADED FD III39.1K shares-0.94%2026-03-312026-04-22

IFRA ISHARES TR12.1K shares0.09%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR16.3K shares-3.69%2026-03-312026-04-22

ONEY SPDR SERIES TRUST5.5K shares-3.58%2026-03-312026-04-22

POWR ISHARES INC25.0K shares0.00%2026-03-312026-04-22

Sponsored

VWOB VANGUARD WHITEHALL FDS9.9K shares0.85%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T990 shares2.06%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR10.3K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-2.08%2026-03-312026-04-22

PRK PARK NATL CORP3.8K shares-2.05%2026-03-312026-04-22

IBB ISHARES TR3.6K shares0.03%2026-03-312026-04-22

PHK PIMCO HIGH INCOME FD131.1K shares44.30%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L16.0K shares0.00%2026-03-312026-04-22

Sponsored

AOR ISHARES TR9.4K sharesnew addition2026-03-312026-04-22

NEE NEXTERA ENERGY INC6.5K shares0.00%2026-03-312026-04-22

MOTI VANECK ETF TRUST16.9K shares16.57%2026-03-312026-04-22

EFAV ISHARES TR6.3K shares0.00%2026-03-312026-04-22

EWW ISHARES INC7.6K shares17.17%2026-03-312026-04-22

DE DEERE & CO998 shares0.00%2026-03-312026-04-22

FEZ SPDR INDEX SHS FDS8.9K shares-1.60%2026-03-312026-04-22

EFA ISHARES TR5.7K shares0.00%2026-03-312026-04-22

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40886 shares-0.34%2026-03-312026-04-22

PG PROCTER & GAMBLE CO3.8K shares0.00%2026-03-312026-04-22

FNDC SCHWAB STRATEGIC TR11.6K shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD2.0K shares0.20%2026-03-312026-04-22

HYT BLACKROCK CORPOR HI YLD FD I62.7K shares-25.00%2026-03-312026-04-22

OR ROYALTIES INC. OR ROYALTIES INC.13.7K shares-6.80%2026-03-312026-04-22

IWN ISHARES TR2.7K shares0.11%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-22

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU7.1K shares0.00%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.6K shares0.00%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR3.6K shares0.14%2026-03-312026-04-22

MDYG SPDR SERIES TRUST4.9K shares0.10%2026-03-312026-04-22

SDY SPDR SERIES TRUST3.1K shares0.32%2026-03-312026-04-22

PDI PIMCO DYNAMIC INCOME FD26.4K shares99.83%2026-03-312026-04-22

PEP PEPSICO INC2.8K shares-3.88%2026-03-312026-04-22

SBUX STARBUCKS CORP4.8K shares0.15%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC1.3K shares0.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS971 shares-0.41%2026-03-312026-04-22

ABBV ABBVIE INC1.9K shares-1.38%2026-03-312026-04-22

LINDE PLC LINDE PLC841 shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP2.8K shares-7.38%2026-03-312026-04-22

META META PLATFORMS INC712 shares0.00%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS8.2K shares0.00%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP452 shares0.00%2026-03-312026-04-22

Sponsored

USB US BANCORP7.6K shares0.00%2026-03-312026-04-22

CWEN.A CLEARWAY ENERGY INC10.0K shares0.00%2026-03-312026-04-22

PAA PLAINS ALL AMERN PIPELINE L17.5K shares0.00%2026-03-312026-04-22

VOT VANGUARD INDEX FDS1.5K shares-1.26%2026-03-312026-04-22

TXN TEXAS INSTRS INC2.0K shares0.00%2026-03-312026-04-22

VFH VANGUARD WORLD FD3.1K shares0.00%2026-03-312026-04-22

SMDV PROSHARES TR5.5K shares0.04%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR11.7K shares-0.25%2026-03-312026-04-22

Sponsored

ICVT ISHARES TR3.7K sharesnew addition2026-03-312026-04-22

GCC WISDOMTREE TR15.6K shares0.00%2026-03-312026-04-22

ETHO AMPLIFY ETF TR5.6K shares-11.63%2026-03-312026-04-22

LVHI LEGG MASON ETF INVT9.1K shares0.00%2026-03-312026-04-22

EWC ISHARES INC6.6K shares0.00%2026-03-312026-04-22

VV VANGUARD INDEX FDS1.2K shares0.17%2026-03-312026-04-22

VGT VANGUARD WORLD FD501 shares0.20%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC3.9K shares0.00%2026-03-312026-04-22

Sponsored

PSA PUBLIC STORAGE OPER CO1.3K shares0.00%2026-03-312026-04-22

IHI ISHARES TR6.4K shares0.00%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE7.8K shares0.00%2026-03-312026-04-22

PGX INVESCO EXCH TRADED FD TR II29.9K shares0.00%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC957 shares0.00%2026-03-312026-04-22

EUSA ISHARES INC3.2K shares37.31%2026-03-312026-04-22

AON PLC AON PLC982 shares0.00%2026-03-312026-04-22

SLYV SPDR SERIES TRUST3.3K shares0.03%2026-03-312026-04-22

Sponsored

FNDX SCHWAB STRATEGIC TR11.2K shares0.00%2026-03-312026-04-22

TIP ISHARES TR2.8K shares0.00%2026-03-312026-04-22

DWX SPDR INDEX SHS FDS6.7K shares0.10%2026-03-312026-04-22

DGT SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-22

IJK ISHARES TR2.9K shares0.00%2026-03-312026-04-22

NUW NUVEEN AMT-FREE MUN VALUE FD20.0K shares0.00%2026-03-312026-04-22

QUAL ISHARES TR1.5K shares0.00%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP983 shares0.00%2026-03-312026-04-22

Sponsored

WSM WILLIAMS SONOMA INC1.5K shares-34.44%2026-03-312026-04-22

EMB ISHARES TR3.0K shares-11.83%2026-03-312026-04-22

PEY INVESCO EXCHANGE TRADED FD T12.4K shares0.09%2026-03-312026-04-22

CLOI VANECK ETF TRUST5.1K shares0.00%2026-03-312026-04-22

KO COCA COLA CO3.5K sharesnew addition2026-03-312026-04-22

PAVE GLOBAL X FDS5.0K shares0.00%2026-03-312026-04-22

TGT TARGET CORP2.1K shares0.00%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS3.0K shares0.73%2026-03-312026-04-22

Sponsored

SUSA ISHARES TR1.9K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.0K shares0.10%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.4K shares-16.64%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE852 shares0.00%2026-03-312026-04-22

DJD INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-22

EEM ISHARES TR4.2K shares0.00%2026-03-312026-04-22

ABT ABBOTT LABORATORIES2.3K shares0.00%2026-03-312026-04-22

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares-1.87%2026-03-312026-04-22

Sponsored

BCAL CALIFORNIA BANCORP12.8K shares0.00%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP1.9K shares0.00%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-04-22

DSL DOUBLELINE INCOME SOLUTIONS20.3K shares0.00%2026-03-312026-04-22

INTU INTUIT503 shares-31.19%2026-03-312026-04-22

PFXF VANECK ETF TRUST12.2K shares-0.11%2026-03-312026-04-22

QCOM QUALCOMM INC1.7K shares0.48%2026-03-312026-04-22

STT STATE STR CORP1.7K shares0.00%2026-03-312026-04-22

Sponsored

L LOEWS CORP2.0K shares0.00%2026-03-312026-04-22

OKTA OKTA INC2.7K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-04-22

CRBN ISHARES TR915 shares0.00%2026-03-312026-04-22

BTZ BLACKROCK CR ALLOCATION19.3K shares-11.31%2026-03-312026-04-22

BCX BLACKROCK RES & COMMODITIES14.9K shares1.65%2026-03-312026-04-22

OIA INVESCO MUNI INCOME OPP TRST14.9K shares0.00%2026-03-312026-04-22

SCHF

SCHWAB STRATEGIC TR

-4.43%

Shares523.8K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-1.91%

Shares37.1K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

-1.18%

Shares315.9K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

14.39%

Shares134.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

2.75%

Shares27.7K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

1.87%

Shares316.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.14%

Shares28.2K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-3.68%

Shares31.1K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

2.48%

Shares29.2K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

2.38%

Shares179.8K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

6.64%

Shares65.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

41.10%

Shares14.0K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-1.41%

Shares168.0K

Event2026-03-31

Filed2026-04-22

SCHE

SCHWAB STRATEGIC TR

0.13%

Shares124.4K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

7.67%

Shares9.1K

Event2026-03-31

Filed2026-04-22

FGD

FIRST TR EXCHANGE-TRADED FD

4.97%

Shares122.2K

Event2026-03-31

Filed2026-04-22

ACWV

ISHARES INC

-1.53%

Shares31.6K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

10.22%

Shares69.6K

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

-2.48%

Shares42.5K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

-0.73%

Shares24.5K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

-1.66%

Shares33.0K

Event2026-03-31

Filed2026-04-22

MOAT

VANECK ETF TRUST

2.10%

Shares28.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

12.36%

Shares18.8K

Event2026-03-31

Filed2026-04-22

CHI

CALAMOS CONV OPPORTUNITIES &

5.22%

Shares229.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-8.24%

Shares13.6K

Event2026-03-31

Filed2026-04-22

SMOT

VANECK ETF TRUST

3.96%

Shares67.2K

Event2026-03-31

Filed2026-04-22

VBK

VANGUARD INDEX FDS

-3.76%

Shares7.0K

Event2026-03-31

Filed2026-04-22

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-2.03%

Shares5.7K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

2.57%

Shares10.7K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

0.04%

Shares13.7K

Event2026-03-31

Filed2026-04-22

CGBL

CAPITAL GROUP CORE BALANCED

10.14%

Shares57.5K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

15.07%

Shares25.0K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-10.37%

Shares7.4K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

74.57%

Shares4.7K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.46%

Shares5.7K

Event2026-03-31

Filed2026-04-22

IOO

ISHARES TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

0.08%

Shares16.7K

Event2026-03-31

Filed2026-04-22

ANGL

VANECK ETF TRUST

13.48%

Shares52.9K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

-0.68%

Shares45.7K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.14%

Shares20.6K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

0.21%

Shares18.7K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

10.70%

Shares28.8K

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

-0.27%

Shares27.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-1.67%

Shares2.2K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

2.41%

Shares13.8K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-4.63%

Shares15.4K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

0.21%

Shares14.8K

Event2026-03-31

Filed2026-04-22

IDV

ISHARES TR

21.09%

Shares27.2K

Event2026-03-31

Filed2026-04-22

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares29.4K

Event2026-03-31

Filed2026-04-22

ISCG

ISHARES TR

-2.46%

Shares19.8K

Event2026-03-31

Filed2026-04-22

EWU

ISHARES TR

0.00%

Shares23.4K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

-4.05%

Shares5.4K

Event2026-03-31

Filed2026-04-22

SCHC

SCHWAB STRATEGIC TR

-0.60%

Shares22.5K

Event2026-03-31

Filed2026-04-22

ANNALY CAPITAL MANAGEMENT IN

New

Shares44.8K

Event2026-03-31

Filed2026-04-22

DLY

DOUBLELINE YIELD OPPORTUNITI

-4.00%

Shares67.2K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.94%

Shares3.2K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

31.50%

Shares28.7K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-3.46%

Shares2.8K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.15%

Shares3.4K

Event2026-03-31

Filed2026-04-22

MGV

VANGUARD WORLD FD

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-22

IYR

ISHARES TR

0.11%

Shares8.2K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

2.73%

Shares8.2K

Event2026-03-31

Filed2026-04-22

VPU

VANGUARD WORLD FD

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

0.15%

Shares4.0K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

-5.15%

Shares2.4K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.02%

Shares5.9K

Event2026-03-31

Filed2026-04-22

VOOV

VANGUARD ADMIRAL FDS INC

-2.51%

Shares3.5K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

0.32%

Shares3.4K

Event2026-03-31

Filed2026-04-22

FPE

FIRST TR EXCH TRADED FD III

-0.94%

Shares39.1K

Event2026-03-31

Filed2026-04-22

IFRA

ISHARES TR

0.09%

Shares12.1K

Event2026-03-31

Filed2026-04-22

XLRE

SELECT SECTOR SPDR TR

-3.69%

Shares16.3K

Event2026-03-31

Filed2026-04-22

ONEY

SPDR SERIES TRUST

-3.58%

Shares5.5K

Event2026-03-31

Filed2026-04-22

POWR

ISHARES INC

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-22

VWOB

VANGUARD WHITEHALL FDS

0.85%

Shares9.9K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

2.06%

Shares990

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-2.08%

Shares1.1K

Event2026-03-31

Filed2026-04-22

PRK

PARK NATL CORP

-2.05%

Shares3.8K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

0.03%

Shares3.6K

Event2026-03-31

Filed2026-04-22

PHK

PIMCO HIGH INCOME FD

44.30%

Shares131.1K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-22

AOR

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-22

MOTI

VANECK ETF TRUST

16.57%

Shares16.9K

Event2026-03-31

Filed2026-04-22

EFAV

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-22

EWW

ISHARES INC

17.17%

Shares7.6K

Event2026-03-31

Filed2026-04-22

DEERE & CO

0.00%

Shares998

Event2026-03-31

Filed2026-04-22

FEZ

SPDR INDEX SHS FDS

-1.60%

Shares8.9K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

-0.34%

Shares886

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-22

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

0.20%

Shares2.0K

Event2026-03-31

Filed2026-04-22

HYT

BLACKROCK CORPOR HI YLD FD I

-25.00%

Shares62.7K

Event2026-03-31

Filed2026-04-22

OR ROYALTIES INC.

-6.80%

Shares13.7K

Event2026-03-31

Filed2026-04-22

IWN

ISHARES TR

0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

0.14%

Shares3.6K

Event2026-03-31

Filed2026-04-22

MDYG

SPDR SERIES TRUST

0.10%

Shares4.9K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

0.32%

Shares3.1K

Event2026-03-31

Filed2026-04-22

PDI

PIMCO DYNAMIC INCOME FD

99.83%

Shares26.4K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-3.88%

Shares2.8K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

0.15%

Shares4.8K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-0.41%

Shares971

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-1.38%

Shares1.9K

Event2026-03-31

Filed2026-04-22

LINDE PLC

0.00%

Shares841

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-7.38%

Shares2.8K

Event2026-03-31

Filed2026-04-22