Sponsored

The Analysis of CUTLER INVESTMENT COUNSEL LLC's Holdings & P&L

Currently, CUTLER INVESTMENT COUNSEL LLC holds 146 types of securities in its portfolio with a total value $971.1M. In the most recent quarter, they have increased their positions in PSX (+39.3K shares, valued at $7.2M), FNDX (+41.1K shares, valued at $1.1M), IBRX (+100.0K shares, valued at $767.0K); decreased their positions in CAT (-9.3K shares, valued at $6.6M), SPEM (-15.0K shares, valued at $701.6K), NKE (-13.1K shares, valued at $696.9K); initiated new positions in PSX (+39.3K shares, valued at $7.2M), IBRX (+100.0K shares, valued at $767.0K), WAT (+2.1K shares, valued at $617.3K).

1M P&L

+9.9M+1.04%

3M P&L

-289.0M-23.22%

HY P&L

-208.4M-17.91%

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/A490.3M

54.2%

2Farm & Heavy Construction Machinery45.1M

5.0%

3Oil & Gas Integrated34.1M

3.8%

Top Industries by Stock Count

1N/A72 stocks

55.0%

2Drug Manufacturers - General4 stocks

3.1%

3Oil & Gas Integrated3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VO VANGUARD INDEX FDS161.3K shares-0.18%2026-03-312026-05-07

IGSB ISHARES TR853.1K shares1.51%2026-03-312026-05-07

IEFA ISHARES TR490.8K shares-1.52%2026-03-312026-05-07

SPEM SPDR INDEX SHS FDS801.6K shares-1.83%2026-03-312026-05-07

JIRE J P MORGAN EXCHANGE TRADED F467.4K shares0.47%2026-03-312026-05-07

IUSG ISHARES TR188.2K shares-2.32%2026-03-312026-05-07

SPAB SPDR SERIES TRUST1.1M shares1.41%2026-03-312026-05-07

WMT WALMART INC217.5K shares-1.73%2026-03-312026-05-07

Sponsored

CAT CATERPILLAR INC37.8K shares-19.79%2026-03-312026-05-07

VUG VANGUARD INDEX FDS58.8K shares-1.19%2026-03-312026-05-07

IJR ISHARES TR205.4K shares1.26%2026-03-312026-05-07

GOVT ISHARES TR1.1M shares0.81%2026-03-312026-05-07

MSFT MICROSOFT CORP67.6K shares-1.15%2026-03-312026-05-07

RTX RTX CORPORATION115.0K shares-1.18%2026-03-312026-05-07

XOM EXXON MOBIL CORP119.0K shares-0.44%2026-03-312026-05-07

DE DEERE & CO32.4K shares-1.34%2026-03-312026-05-07

Sponsored

SCHW SCHWAB CHARLES CORP186.3K shares-0.90%2026-03-312026-05-07

RSG REPUBLIC SVCS INC77.5K shares-1.66%2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC17.5K shares-2.02%2026-03-312026-05-07

MCD MCDONALDS CORP50.3K shares-1.44%2026-03-312026-05-07

HD HOME DEPOT INC46.2K shares-1.29%2026-03-312026-05-07

CVX CHEVRON CORPORATION65.8K shares-2.85%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO45.9K shares0.03%2026-03-312026-05-07

KR KROGER CO175.0K shares-1.40%2026-03-312026-05-07

Sponsored

NEE NEXTERA ENERGY INC134.4K shares-0.74%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON49.8K shares-0.71%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC233.5K shares-1.26%2026-03-312026-05-07

SPYM SPDR SERIES TRUST145.8K shares5.99%2026-03-312026-05-07

TXN TEXAS INSTRS INC56.3K shares-1.18%2026-03-312026-05-07

CVS CVS HEALTH CORP149.5K shares-1.43%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC87.6K shares-1.07%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS42.4K shares-0.58%2026-03-312026-05-07

Sponsored

MEDTRONIC PLC MEDTRONIC PLC114.9K shares-2.21%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T205.9K shares-5.88%2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC44.1K shares-1.08%2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F62.2K shares0.49%2026-03-312026-05-07

IVV ISHARES TR13.9K shares2.43%2026-03-312026-05-07

PEP PEPSICO INC56.6K shares-1.40%2026-03-312026-05-07

PG PROCTER & GAMBLE CO59.5K shares-1.03%2026-03-312026-05-07

EMLC VANECK ETF TRUST333.1K shares-1.11%2026-03-312026-05-07

Sponsored

REET ISHARES TR330.8K shares2.21%2026-03-312026-05-07

CARR CARRIER GLOBAL CORPORATION145.4K shares-2.13%2026-03-312026-05-07

MTB M & T BK CORP38.8K shares-1.20%2026-03-312026-05-07

EFAV ISHARES TR80.9K shares-5.27%2026-03-312026-05-07

PSX PHILLIPS 6639.3K sharesnew addition2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS91.2K shares-0.09%2026-03-312026-05-07

VTV VANGUARD INDEX FDS33.5K shares2.56%2026-03-312026-05-07

BDX BECTON DICKINSON & CO40.6K shares-2.13%2026-03-312026-05-07

Sponsored

VEA VANGUARD TAX-MANAGED FDS96.4K shares2.56%2026-03-312026-05-07

AAPL APPLE INC24.2K shares-3.84%2026-03-312026-05-07

VTI VANGUARD INDEX FDS19.1K shares-3.23%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR201.8K shares10.57%2026-03-312026-05-07

NKE NIKE INC107.3K shares-10.88%2026-03-312026-05-07

QNITY ELECTRONICS INC QNITY ELECTRONICS INC47.8K shares-1.46%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR156.9K shares-1.37%2026-03-312026-05-07

PFE PFIZER INC163.1K shares-1.30%2026-03-312026-05-07

Sponsored

PDN INVESCO EXCH TRADED FD TR II98.0K shares-5.82%2026-03-312026-05-07

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC88.6K shares-1.36%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F73.6K shares1.38%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS49.4K shares7.52%2026-03-312026-05-07

LEN LENNAR CORP41.7K shares-1.71%2026-03-312026-05-07

NOBL PROSHARES TR31.9K shares-1.07%2026-03-312026-05-07

SPGI S&P GLOBAL INC7.6K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC14.5K shares9.83%2026-03-312026-05-07

Sponsored

COST COSTCO WHOLESALE CORPORATION3.0K shares0.75%2026-03-312026-05-07

AVO MISSION PRODUCE INC211.8K shares0.00%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F20.1K shares4.48%2026-03-312026-05-07

FNDC SCHWAB STRATEGIC TR59.3K shares8.33%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares2.09%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS29.1K shares17.09%2026-03-312026-05-07

FNDF SCHWAB STRATEGIC TR52.5K shares10.19%2026-03-312026-05-07

FNDA SCHWAB STRATEGIC TR75.0K shares4.66%2026-03-312026-05-07

Sponsored

ALPHABET INC ALPHABET INC8.0K shares6.72%2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR75.9K shares117.69%2026-03-312026-05-07

BNDX VANGUARD CHARLOTTE FDS40.1K shares42.64%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR72.0K shares0.02%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS8.4K shares-1.19%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS22.2K shares-4.72%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-7.78%2026-03-312026-05-07

FNDE SCHWAB STRATEGIC TR38.2K shares24.25%2026-03-312026-05-07

Sponsored

NVDA NVIDIA CORPORATION8.4K shares-1.19%2026-03-312026-05-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-07

TSLA TESLA INC3.1K shares5.31%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.9K shares11.88%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.8K shares0.93%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS21.1K shares-7.85%2026-03-312026-05-07

VGT VANGUARD WORLD FD1.4K shares-0.35%2026-03-312026-05-07

SCHZ SCHWAB STRATEGIC TR38.9K shares0.01%2026-03-312026-05-07

Sponsored

GLD SPDR GOLD TR1.9K shares-24.53%2026-03-312026-05-07

CENCORA INC CENCORA INC2.5K shares0.00%2026-03-312026-05-07

IBRX IMMUNITYBIO INC100.0K sharesnew addition2026-03-312026-05-07

SBUX STARBUCKS CORP8.2K shares-0.50%2026-03-312026-05-07

LOW LOWES COS INC3.0K shares0.00%2026-03-312026-05-07

ETFS GOLD TR ETFS GOLD TR15.6K shares-5.73%2026-03-312026-05-07

WFC WELLS FARGO & CO8.4K shares0.69%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS4.3K shares0.44%2026-03-312026-05-07

Sponsored

SCZ ISHARES TR8.1K shares-4.16%2026-03-312026-05-07

SLV ISHARES SILVER TR9.3K shares-24.58%2026-03-312026-05-07

WAT WATERS CORP2.1K sharesnew addition2026-03-312026-05-07

ABBV ABBVIE INC2.7K shares-15.45%2026-03-312026-05-07

NSC NORFOLK SOUTHN CORP2.0K shares0.00%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR12.2K shares0.00%2026-03-312026-05-07

BROADCOM INC BROADCOM INC1.8K shares64.35%2026-03-312026-05-07

PEG PUBLIC SVC ENTERPRISE GROUP6.8K shares0.00%2026-03-312026-05-07

Sponsored

EMB ISHARES TR5.7K shares-1.74%2026-03-312026-05-07

VSGX VANGUARD WORLD FD7.3K shares-0.72%2026-03-312026-05-07

IJH ISHARES TR7.7K shares0.00%2026-03-312026-05-07

CSCO CISCO SYS INC6.6K shares5.58%2026-03-312026-05-07

CMI CUMMINS INC910 shares-2.47%2026-03-312026-05-07

NFLX NETFLIX INC.4.9K shares0.00%2026-03-312026-05-07

EMR EMERSON ELEC CO3.5K shares0.00%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST11.3K shares-1.31%2026-03-312026-05-07

Sponsored

ESGV VANGUARD WORLD FD3.9K shares2.78%2026-03-312026-05-07

MINT PIMCO ETF TR4.3K shares-0.74%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR17.1K shares0.00%2026-03-312026-05-07

SPDW SPDR INDEX SHS FDS9.2K shares0.00%2026-03-312026-05-07

VXF VANGUARD INDEX FDS1.9K shares-6.49%2026-03-312026-05-07

VBK VANGUARD INDEX FDS1.3K shares-3.11%2026-03-312026-05-07

VB VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-07

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS633 shares3.77%2026-03-312026-05-07

SCHV SCHWAB STRATEGIC TR12.4K shares-14.66%2026-03-312026-05-07

ESGE ISHARES INC7.5K shares0.00%2026-03-312026-05-07

AGG ISHARES TR3.3K shares0.66%2026-03-312026-05-07

GVA GRANITE CONSTR INC2.8K shares-24.66%2026-03-312026-05-07

BP BP PLC6.9K shares0.12%2026-03-312026-05-07

V VISA INC1.1K shares-0.28%2026-03-312026-05-07

Sponsored

VUSB VANGUARD BD INDEX FDS6.3K shares0.00%2026-03-312026-05-07

IHI ISHARES TR5.7K shares-2.07%2026-03-312026-05-07

RY ROYAL BK CDA1.8K shares-0.87%2026-03-312026-05-07

META META PLATFORMS INC495 shares8.55%2026-03-312026-05-07

AMGN AMGEN INC772 shares14.54%2026-03-312026-05-07

SPYG SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-07

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.7K shares0.00%2026-03-312026-05-07

KO COCA COLA CO3.2K shares1.38%2026-03-312026-05-07

Sponsored

IWF ISHARES TR577 shares18.24%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2026-03-312026-05-07

IEMG ISHARES INC3.5K shares0.00%2026-03-312026-05-07

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-07

VNQI VANGUARD INTL EQUITY INDEX F5.1K shares-2.67%2026-03-312026-05-07

AIQ GLOBAL X FDS4.9K shares-7.32%2026-03-312026-05-07

LIT GLOBAL X FDS3.0K sharesnew addition2026-03-312026-05-07

CNP CENTERPOINT ENERGY INC5.0K sharesnew addition2026-03-312026-05-07

Sponsored

ALK ALASKA AIR GROUP INC5.7K shares-21.12%2026-03-312026-05-07

EMXC ISHARES INC2.6K sharesnew addition2026-03-312026-05-07

VANGUARD INDEX FDS

-0.18%

Shares161.3K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

1.51%

Shares853.1K

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

-1.52%

Shares490.8K

Event2026-03-31

Filed2026-05-07

SPEM

SPDR INDEX SHS FDS

-1.83%

Shares801.6K

Event2026-03-31

Filed2026-05-07

JIRE

J P MORGAN EXCHANGE TRADED F

0.47%

Shares467.4K

Event2026-03-31

Filed2026-05-07

IUSG

ISHARES TR

-2.32%

Shares188.2K

Event2026-03-31

Filed2026-05-07

SPAB

SPDR SERIES TRUST

1.41%

Shares1.1M

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-1.73%

Shares217.5K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC

-19.79%

Shares37.8K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

-1.19%

Shares58.8K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

1.26%

Shares205.4K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES TR

0.81%

Shares1.1M

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-1.15%

Shares67.6K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

-1.18%

Shares115.0K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-0.44%

Shares119.0K

Event2026-03-31

Filed2026-05-07

DEERE & CO

-1.34%

Shares32.4K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

-0.90%

Shares186.3K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SVCS INC

-1.66%

Shares77.5K

Event2026-03-31

Filed2026-05-07

BLACKROCK INC

-2.02%

Shares17.5K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP

-1.44%

Shares50.3K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-1.29%

Shares46.2K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

-2.85%

Shares65.8K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

0.03%

Shares45.9K

Event2026-03-31

Filed2026-05-07

KROGER CO

-1.40%

Shares175.0K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC

-0.74%

Shares134.4K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-0.71%

Shares49.8K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

-1.26%

Shares233.5K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

5.99%

Shares145.8K

Event2026-03-31

Filed2026-05-07

TXN

TEXAS INSTRS INC

-1.18%

Shares56.3K

Event2026-03-31

Filed2026-05-07

CVS

CVS HEALTH CORP

-1.43%

Shares149.5K

Event2026-03-31

Filed2026-05-07

MERCK & CO INC

-1.07%

Shares87.6K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

-0.58%

Shares42.4K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

-2.21%

Shares114.9K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

-5.88%

Shares205.9K

Event2026-03-31

Filed2026-05-07

PNC

PNC FINL SVCS GROUP INC

-1.08%

Shares44.1K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD INTL EQUITY INDEX F

0.49%

Shares62.2K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

2.43%

Shares13.9K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

-1.40%

Shares56.6K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

-1.03%

Shares59.5K

Event2026-03-31

Filed2026-05-07

EMLC

VANECK ETF TRUST

-1.11%

Shares333.1K

Event2026-03-31

Filed2026-05-07

REET

ISHARES TR

2.21%

Shares330.8K

Event2026-03-31

Filed2026-05-07

CARR

CARRIER GLOBAL CORPORATION

-2.13%

Shares145.4K

Event2026-03-31

Filed2026-05-07

MTB

M & T BK CORP

-1.20%

Shares38.8K

Event2026-03-31

Filed2026-05-07

EFAV

ISHARES TR

-5.27%

Shares80.9K

Event2026-03-31

Filed2026-05-07

PSX

PHILLIPS 66

New

Shares39.3K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD BD INDEX FDS

-0.09%

Shares91.2K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

2.56%

Shares33.5K

Event2026-03-31

Filed2026-05-07

BDX

BECTON DICKINSON & CO

-2.13%

Shares40.6K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

2.56%

Shares96.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-3.84%

Shares24.2K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-3.23%

Shares19.1K

Event2026-03-31

Filed2026-05-07

SCHA

SCHWAB STRATEGIC TR

10.57%

Shares201.8K

Event2026-03-31

Filed2026-05-07

NKE

NIKE INC

-10.88%

Shares107.3K

Event2026-03-31

Filed2026-05-07

QNITY ELECTRONICS INC

-1.46%

Shares47.8K

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

-1.37%

Shares156.9K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC

-1.30%

Shares163.1K

Event2026-03-31

Filed2026-05-07

PDN

INVESCO EXCH TRADED FD TR II

-5.82%

Shares98.0K

Event2026-03-31

Filed2026-05-07

DUPONT DE NEMOURS INC

-1.36%

Shares88.6K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

1.38%

Shares73.6K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

7.52%

Shares49.4K

Event2026-03-31

Filed2026-05-07

LEN

LENNAR CORP

-1.71%

Shares41.7K

Event2026-03-31

Filed2026-05-07

NOBL

PROSHARES TR

-1.07%

Shares31.9K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

9.83%

Shares14.5K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

0.75%

Shares3.0K

Event2026-03-31

Filed2026-05-07

AVO

MISSION PRODUCE INC

0.00%

Shares211.8K

Event2026-03-31

Filed2026-05-07

VANGUARD INTL EQUITY INDEX F

4.48%

Shares20.1K

Event2026-03-31

Filed2026-05-07

FNDC

SCHWAB STRATEGIC TR

8.33%

Shares59.3K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

2.09%

Shares5.7K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

17.09%

Shares29.1K

Event2026-03-31

Filed2026-05-07

FNDF

SCHWAB STRATEGIC TR

10.19%

Shares52.5K

Event2026-03-31

Filed2026-05-07

FNDA

SCHWAB STRATEGIC TR

4.66%

Shares75.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

6.72%

Shares8.0K

Event2026-03-31

Filed2026-05-07

FNDX

SCHWAB STRATEGIC TR

117.69%

Shares75.9K

Event2026-03-31

Filed2026-05-07

BNDX

VANGUARD CHARLOTTE FDS

42.64%

Shares40.1K

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

0.02%

Shares72.0K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.19%

Shares8.4K

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SCOTTSDALE FDS

-4.72%

Shares22.2K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-7.78%

Shares2.3K

Event2026-03-31

Filed2026-05-07

FNDE

SCHWAB STRATEGIC TR

24.25%

Shares38.2K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-1.19%

Shares8.4K

Event2026-03-31

Filed2026-05-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

5.31%

Shares3.1K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

11.88%

Shares3.9K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

0.93%

Shares1.8K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

-7.85%

Shares21.1K

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

-0.35%

Shares1.4K

Event2026-03-31

Filed2026-05-07

SCHZ

SCHWAB STRATEGIC TR

0.01%

Shares38.9K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-24.53%

Shares1.9K

Event2026-03-31

Filed2026-05-07

CENCORA INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-07

IBRX

IMMUNITYBIO INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-07

SBUX

STARBUCKS CORP

-0.50%

Shares8.2K

Event2026-03-31

Filed2026-05-07

LOW

LOWES COS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

ETFS GOLD TR

-5.73%

Shares15.6K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO & CO

0.69%

Shares8.4K

Event2026-03-31

Filed2026-05-07

VYM

VANGUARD WHITEHALL FDS

0.44%

Shares4.3K

Event2026-03-31

Filed2026-05-07

SCZ

ISHARES TR

-4.16%

Shares8.1K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TR

-24.58%

Shares9.3K

Event2026-03-31

Filed2026-05-07

WAT

WATERS CORP

New

Shares2.1K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

-15.45%

Shares2.7K

Event2026-03-31

Filed2026-05-07

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

64.35%

Shares1.8K

Event2026-03-31

Filed2026-05-07

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-07

EMB

ISHARES TR

-1.74%

Shares5.7K

Event2026-03-31

Filed2026-05-07

VSGX

VANGUARD WORLD FD

-0.72%

Shares7.3K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

5.58%

Shares6.6K

Event2026-03-31

Filed2026-05-07

CMI

CUMMINS INC

-2.47%

Shares910

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL ETF TRUST

-1.31%

Shares11.3K

Event2026-03-31

Filed2026-05-07

ESGV

VANGUARD WORLD FD

2.78%

Shares3.9K

Event2026-03-31

Filed2026-05-07

MINT

PIMCO ETF TR

-0.74%

Shares4.3K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-07

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD INDEX FDS

-6.49%

Shares1.9K

Event2026-03-31

Filed2026-05-07

VBK

VANGUARD INDEX FDS

-3.11%

Shares1.3K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

3.77%

Shares633

Event2026-03-31

Filed2026-05-07

SCHV

SCHWAB STRATEGIC TR

-14.66%

Shares12.4K

Event2026-03-31

Filed2026-05-07

ESGE

ISHARES INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

0.66%

Shares3.3K

Event2026-03-31

Filed2026-05-07

GVA

GRANITE CONSTR INC

-24.66%

Shares2.8K

Event2026-03-31

Filed2026-05-07

BP PLC

0.12%

Shares6.9K

Event2026-03-31

Filed2026-05-07

VISA INC

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-07

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-07

IHI

ISHARES TR

-2.07%

Shares5.7K

Event2026-03-31

Filed2026-05-07

ROYAL BK CDA

-0.87%

Shares1.8K

Event2026-03-31

Filed2026-05-07