Sponsored

The Analysis of Cynosure Group, LLC's Holdings & P&L

Currently, Cynosure Group, LLC holds 199 types of securities in its portfolio with a total value $943.9M. In the most recent quarter, they have increased their positions in SPY (+135.1K shares, valued at $40.4M), VONG (+259.5K shares, valued at $31.6M), N/A (+29.3K shares, valued at $16.9M); decreased their positions in IVV (-867.8K shares, valued at $569.5M), CAT (-508.3K shares, valued at $337.4M), GEHC (-4.3M shares, valued at $329.6M); initiated new positions in XLE (+175.1K shares, valued at $10.7M), XOP (+58.1K shares, valued at $10.6M), USO (+64.6K shares, valued at $8.2M).

1M P&L

-273.6M-21.43%

3M P&L

-261.6M-20.68%

HY P&L

-466.9M-31.76%

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/A567.3M

66.4%

2Restaurants143.7M

16.8%

3Capital Markets30.8M

3.6%

Top Industries by Stock Count

1N/A63 stocks

34.4%

2Biotechnology12 stocks

6.6%

3Aerospace & Defense7 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRCB 21.8M shares0.00%2026-05-152026-05-22

SGOV ISHARES TR1.1M shares-4.35%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T229.1K shares143.89%2026-03-312026-05-14

SHV ISHARES TR546.4K shares-2.15%2026-03-312026-05-14

IWF ISHARES TR124.8K shares-0.68%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS70.7K shares6.54%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS262.9K shares7637.29%2026-03-312026-05-14

CRCL CIRCLE INTERNET GROUP INC319.3K shares-6.96%2026-03-312026-05-14

Sponsored

BOXX EA SERIES TRUST222.1K shares-27.78%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR42.4K shares224.63%2026-03-312026-05-14

IVV ISHARES TR35.4K shares-96.08%2026-03-312026-05-14

ICSH ISHARES TR411.8K shares-1.11%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE55.5K shares56.77%2026-03-312026-05-14

ITOT ISHARES TR114.3K shares-8.29%2026-03-312026-05-14

UNP UNION PAC CORP64.0K shares8.16%2026-03-312026-05-14

SPYV SPDR SERIES TRUST246.2K shares-33.59%2026-03-312026-05-14

Sponsored

AGG ISHARES TR138.6K shares2.96%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS50.0K shares-2.88%2026-03-312026-05-14

VB VANGUARD INDEX FDS43.7K shares0.21%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR175.1K sharesnew addition2026-03-312026-05-14

JAAA JANUS DETROIT STR TR211.0K shares-4.21%2026-03-312026-05-14

XOP SPDR SERIES TRUST58.1K sharesnew addition2026-03-312026-05-14

GEV GE VERNOVA INC12.2K shares-19.49%2026-03-312026-05-14

USO UNITED STS OIL FD LP64.6K sharesnew addition2026-03-312026-05-14

Sponsored

SCHX SCHWAB STRATEGIC TR282.9K shares4.35%2026-03-312026-05-14

SRLN SSGA ACTIVE ETF TR156.8K shares46.31%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F119.2K shares-7.52%2026-03-312026-05-14

MSFT MICROSOFT CORP14.2K shares-5.15%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS71.0K shares10.38%2026-03-312026-05-14

VXUS VANGUARD STAR FDS63.9K shares0.06%2026-03-312026-05-14

DBA INVESCO DB MULTI-SECTOR COMM154.8K sharesnew addition2026-03-312026-05-14

VTI VANGUARD INDEX FDS13.2K shares-0.02%2026-03-312026-05-14

Sponsored

WFC WELLS FARGO & CO51.2K shares0.00%2026-03-312026-05-14

QUAL ISHARES TR20.3K shares1.25%2026-03-312026-05-14

CAT CATERPILLAR INC5.5K shares-98.94%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR120.8K shares6.09%2026-03-312026-05-14

WDAY WORKDAY INC26.3K shares0.00%2026-03-312026-05-14

REM ISHARES TR131.6K shares5.69%2026-03-312026-05-14

KVYO KLAVIYO INC141.9K shares0.00%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS35.4K shares0.10%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC10.1K shares-10.87%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A4.1K shares0.00%2026-03-312026-05-14

AAPL APPLE INC7.5K shares-10.79%2026-03-312026-05-14

NVDA NVIDIA CORPORATION10.9K shares-16.44%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR72.8K shares0.00%2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I20.6K shares-99.53%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO5.2K shares-21.68%2026-03-312026-05-14

USMV ISHARES TR15.9K shares0.27%2026-03-312026-05-14

Sponsored

GTM ZOOMINFO TECHNOLOGIES INC227.8K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.7K shares-35.31%2026-03-312026-05-14

IEFA ISHARES TR14.6K shares-17.34%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR40.9K shares-21.74%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-05-14

IXN ISHARES TR9.6K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC1.7K shares-13.53%2026-03-312026-05-14

USHY ISHARES TR25.5K shares40.08%2026-03-312026-05-14

Sponsored

SCHM SCHWAB STRATEGIC TR28.6K shares0.03%2026-03-312026-05-14

MUB ISHARES TR8.3K shares-59.44%2026-03-312026-05-14

V VISA INC2.9K shares-30.89%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS10.5K shares-56.73%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD41.8K shares0.00%2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD39.1K shares0.00%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD39.1K shares0.00%2026-03-312026-05-14

MCO MOODYS CORP1.7K shares-34.58%2026-03-312026-05-14

Sponsored

ISHARES GOLD TR ISHARES GOLD TR7.8K shares0.00%2026-03-312026-05-14

IJR ISHARES TR5.5K shares87.45%2026-03-312026-05-14

NDSN NORDSON CORP2.6K shares0.00%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS11.2K shares0.00%2026-03-312026-05-14

MLPX GLOBAL X FDS8.6K shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.2K shares163.75%2026-03-312026-05-14

MTD METTLER TOLEDO INTERNATIONAL485 shares0.00%2026-03-312026-05-14

ACWX ISHARES TR8.8K shares0.00%2026-03-312026-05-14

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN3.6K shares-34.83%2026-03-312026-05-14

EFA ISHARES TR6.0K shares-81.75%2026-03-312026-05-14

IEMG ISHARES INC8.1K shares-9.63%2026-03-312026-05-14

MGK VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-05-14

TXG 10X GENOMICS INC25.7K shares0.00%2026-03-312026-05-14

PID INVESCO EXCHANGE TRADED FD T24.5K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.2K sharesnew addition2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC5.7K shares0.00%2026-03-312026-05-14

Sponsored

ROL ROLLINS INC10.0K shares-44.05%2026-03-312026-05-14

GLD SPDR GOLD TR1.2K shares-98.04%2026-03-312026-05-14

NXT NEXTPOWER INC4.2K sharesnew addition2026-03-312026-05-14

AMAT APPLIED MATLS INC1.5K sharesnew addition2026-03-312026-05-14

CASY CASEYS GEN STORES INC690 shares-22.21%2026-03-312026-05-14

PTGX PROTAGONIST THERAPEUTICS INC4.6K sharesnew addition2026-03-312026-05-14

NBIS NEBIUS GROUP N.V.4.7K sharesnew addition2026-03-312026-05-14

INSM INSMED INC2.9K shares8.91%2026-03-312026-05-14

Sponsored

BBIO BRIDGEBIO PHARMA INC6.5K sharesnew addition2026-03-312026-05-14

SHOP SHOPIFY INC4.0K shares0.00%2026-03-312026-05-14

SEB SEABOARD CORP DEL83 sharesnew addition2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K sharesnew addition2026-03-312026-05-14

LQDA LIQUIDIA CORPORATION12.3K sharesnew addition2026-03-312026-05-14

LITE LUMENTUM HLDGS INC660 sharesnew addition2026-03-312026-05-14

LAUR LAUREATE ED INC13.2K sharesnew addition2026-03-312026-05-14

PTCT PTC THERAPEUTICS INC6.7K sharesnew addition2026-03-312026-05-14

Sponsored

BROADCOM INC BROADCOM INC1.5K shares-29.81%2026-03-312026-05-14

POWL POWELL INDS INC835 sharesnew addition2026-03-312026-05-14

WDC WESTERN DIGITAL CORP1.7K sharesnew addition2026-03-312026-05-14

SITE SITEONE LANDSCAPE SUPPLY INC3.4K shares0.00%2026-03-312026-05-14

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL9.3K sharesnew addition2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L11.8K shares0.00%2026-03-312026-05-14

TIGO MILLICOM INTL CELLULAR S A6.0K sharesnew addition2026-03-312026-05-14

RPRX ROYALTY PHARMA PLC9.3K sharesnew addition2026-03-312026-05-14

Sponsored

ORA ORMAT TECHNOLOGIES INC4.0K sharesnew addition2026-03-312026-05-14

FIX COMFORT SYS USA INC322 sharesnew addition2026-03-312026-05-14

FIVE FIVE BELOW INC1.9K sharesnew addition2026-03-312026-05-14

SPHR SPHERE ENTERTAINMENT CO3.8K sharesnew addition2026-03-312026-05-14

AXSM AXSOME THERAPEUTICS INC.2.6K shares-24.69%2026-03-312026-05-14

ESE ESCO TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC3.9K sharesnew addition2026-03-312026-05-14

BTSG BRIGHTSPRING HEALTH SVCS INC10.3K sharesnew addition2026-03-312026-05-14

Sponsored

GLW CORNING INC3.2K sharesnew addition2026-03-312026-05-14

COMM VISTANCE NETWORKS INC24.2K sharesnew addition2026-03-312026-05-14

PSMT PRICESMART INC2.9K sharesnew addition2026-03-312026-05-14

MIRM MIRUM PHARMACEUTICALS INC4.7K sharesnew addition2026-03-312026-05-14

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC17.7K sharesnew addition2026-03-312026-05-14

AMKR AMKOR TECHNOLOGY INC9.6K sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP2.0K sharesnew addition2026-03-312026-05-14

VIK VIKING HOLDINGS LTD5.9K sharesnew addition2026-03-312026-05-14

Sponsored

CRS CARPENTER TECHNOLOGY CORP1.1K sharesnew addition2026-03-312026-05-14

KRYS KRYSTAL BIOTECH INC1.6K shares-31.46%2026-03-312026-05-14

FHI FEDERATED HERMES INC7.5K sharesnew addition2026-03-312026-05-14

DAN DANA INC12.6K sharesnew addition2026-03-312026-05-14

ELAN ELANCO ANIMAL HEALTH INC17.7K sharesnew addition2026-03-312026-05-14

FCFS FIRSTCASH HOLDINGS INC2.2K sharesnew addition2026-03-312026-05-14

IONS IONIS PHARMACEUTICALS INC5.6K sharesnew addition2026-03-312026-05-14

GM GENERAL MTRS CO5.6K sharesnew addition2026-03-312026-05-14

Sponsored

W WAYFAIR INC5.5K shares11.76%2026-03-312026-05-14

IJH ISHARES TR6.2K shares-19.08%2026-03-312026-05-14

RTX RTX CORPORATION2.2K shares-19.16%2026-03-312026-05-14

LGND LIGAND PHARMACEUTICALS INC2.1K sharesnew addition2026-03-312026-05-14

HAS HASBRO INC4.4K sharesnew addition2026-03-312026-05-14

IDXX IDEXX LABS INC740 sharesnew addition2026-03-312026-05-14

DBO INVESCO DB MULTI-SECTOR COMM21.1K shares0.00%2026-03-312026-05-14

APG API GROUP CORP10.2K shares-21.35%2026-03-312026-05-14

Sponsored

GTX GARRETT MOTION INC22.7K sharesnew addition2026-03-312026-05-14

RBC RBC BEARINGS INC753 sharesnew addition2026-03-312026-05-14

AER AERCAP HOLDINGS NV3.0K shares-18.96%2026-03-312026-05-14

VV VANGUARD INDEX FDS1.4K shares0.29%2026-03-312026-05-14

ENVA ENOVA INTL INC3.0K shares-24.21%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-05-14

CSTM CONSTELLIUM SE16.4K sharesnew addition2026-03-312026-05-14

COHERENT CORP COHERENT CORP1.7K sharesnew addition2026-03-312026-05-14

Sponsored

HE HAWAIIAN ELEC INDS INC MTN B27.1K sharesnew addition2026-03-312026-05-14

TPR TAPESTRY INC2.9K shares-28.44%2026-03-312026-05-14

DLTR DOLLAR TREE INC3.7K sharesnew addition2026-03-312026-05-14

WWD WOODWARD INC1.1K shares-35.49%2026-03-312026-05-14

ATI ATI INC2.7K sharesnew addition2026-03-312026-05-14

AMRX AMNEAL PHARMACEUTICALS INC32.1K sharesnew addition2026-03-312026-05-14

ROIV ROIVANT SCIENCES LTD14.4K sharesnew addition2026-03-312026-05-14

BKD BROOKDALE SR LIVING INC29.1K sharesnew addition2026-03-312026-05-14

Sponsored

MNST MONSTER BEVERAGE CORP NEW5.5K shares-15.55%2026-03-312026-05-14

TNL TRAVEL PLUS LEISURE CO5.7K sharesnew addition2026-03-312026-05-14

AMG AFFILIATED MANAGERS GROUP1.4K sharesnew addition2026-03-312026-05-14

PACS PACS GROUP INC12.1K sharesnew addition2026-03-312026-05-14

COCO VITA COCO CO INC8.1K sharesnew addition2026-03-312026-05-14

HWM HOWMET AEROSPACE INC1.7K shares-26.56%2026-03-312026-05-14

HII HUNTINGTON INGALLS INDS INC1.0K sharesnew addition2026-03-312026-05-14

VO VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

Sponsored

VICR VICOR CORP2.4K sharesnew addition2026-03-312026-05-14

CHRW C H ROBINSON WORLDWIDE IN2.3K sharesnew addition2026-03-312026-05-14

CVS CVS HEALTH CORP5.3K sharesnew addition2026-03-312026-05-14

CMC COMMERCIAL METALS CO6.2K sharesnew addition2026-03-312026-05-14

ASTS AST SPACEMOBILE INC4.6K sharesnew addition2026-03-312026-05-14

JOE ST JOE CO6.0K sharesnew addition2026-03-312026-05-14

HCA HCA HEALTHCARE INC796 shares-21.19%2026-03-312026-05-14

RKT ROCKET COS INC26.2K sharesnew addition2026-03-312026-05-14

Sponsored

SGI SOMNIGROUP INTERNATIONAL INC5.0K shares-5.96%2026-03-312026-05-14

AMBP ARDAGH METAL PACKAGING S A91.9K sharesnew addition2026-03-312026-05-14

VSEC VSE CORP2.0K sharesnew addition2026-03-312026-05-14

IBP INSTALLED BLDG PRODS INC1.4K sharesnew addition2026-03-312026-05-14

AVAV AEROVIRONMENT INC1.9K sharesnew addition2026-03-312026-05-14

DAVE INC DAVE INC2.0K sharesnew addition2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC5.0K shares-81.70%2026-03-312026-05-14

NET CLOUDFLARE INC1.7K shares-54.81%2026-03-312026-05-14

Sponsored

ULTA ULTA BEAUTY INC654 sharesnew addition2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F6.2K shares0.00%2026-03-312026-05-14

CPRT COPART INC9.9K shares-52.48%2026-03-312026-05-14

COMP COMPASS INC45.2K sharesnew addition2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F2.3K shares0.17%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.14%2026-03-312026-05-14

VUG VANGUARD INDEX FDS701 shares0.14%2026-03-312026-05-14

TMDX TRANSMEDICS GROUP INC3.0K sharesnew addition2026-03-312026-05-14

Sponsored

DSGX DESCARTES SYS GROUP INC3.9K shares0.00%2026-03-312026-05-14

IWR ISHARES TR2.8K shares-52.48%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO3.5K shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR8.4K shares-66.21%2026-03-312026-05-14

SHY ISHARES TR3.1K shares0.00%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.4K shares0.00%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC2.2K shares-72.44%2026-03-312026-05-14

PDX PIMCO DYNAMIC INCOME STRATEG10.2K sharesnew addition2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40353 sharesnew addition2026-03-312026-05-14

IT GARTNER INC1.4K shares-73.68%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares0.00%2026-03-312026-05-14

TSLA TESLA INC583 shares-63.01%2026-03-312026-05-14

IWM ISHARES TR840 shares-74.81%2026-03-312026-05-14

BRCB

0.00%

Shares21.8M

Event2026-05-15

Filed2026-05-22

SGOV

ISHARES TR

-4.35%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

143.89%

Shares229.1K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-2.15%

Shares546.4K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-0.68%

Shares124.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

6.54%

Shares70.7K

Event2026-03-31

Filed2026-05-14

VONG

VANGUARD SCOTTSDALE FDS

7637.29%

Shares262.9K

Event2026-03-31

Filed2026-05-14

CRCL

CIRCLE INTERNET GROUP INC

-6.96%

Shares319.3K

Event2026-03-31

Filed2026-05-14

BOXX

EA SERIES TRUST

-27.78%

Shares222.1K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

224.63%

Shares42.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-96.08%

Shares35.4K

Event2026-03-31

Filed2026-05-14

ICSH

ISHARES TR

-1.11%

Shares411.8K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

56.77%

Shares55.5K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-8.29%

Shares114.3K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

8.16%

Shares64.0K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-33.59%

Shares246.2K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

2.96%

Shares138.6K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-2.88%

Shares50.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.21%

Shares43.7K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

New

Shares175.1K

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

-4.21%

Shares211.0K

Event2026-03-31

Filed2026-05-14

XOP

SPDR SERIES TRUST

New

Shares58.1K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-19.49%

Shares12.2K

Event2026-03-31

Filed2026-05-14

USO

UNITED STS OIL FD LP

New

Shares64.6K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

4.35%

Shares282.9K

Event2026-03-31

Filed2026-05-14

SRLN

SSGA ACTIVE ETF TR

46.31%

Shares156.8K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

-7.52%

Shares119.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-5.15%

Shares14.2K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

10.38%

Shares71.0K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

0.06%

Shares63.9K

Event2026-03-31

Filed2026-05-14

DBA

INVESCO DB MULTI-SECTOR COMM

New

Shares154.8K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-0.02%

Shares13.2K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

0.00%

Shares51.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

1.25%

Shares20.3K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-98.94%

Shares5.5K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

6.09%

Shares120.8K

Event2026-03-31

Filed2026-05-14

WDAY

WORKDAY INC

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-14

REM

ISHARES TR

5.69%

Shares131.6K

Event2026-03-31

Filed2026-05-14

KVYO

KLAVIYO INC

0.00%

Shares141.9K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.10%

Shares35.4K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-10.87%

Shares10.1K

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY S A

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-10.79%

Shares7.5K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-16.44%

Shares10.9K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares72.8K

Event2026-03-31

Filed2026-05-14

GEHC

GE HEALTHCARE TECHNOLOGIES I

-99.53%

Shares20.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-21.68%

Shares5.2K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

0.27%

Shares15.9K

Event2026-03-31

Filed2026-05-14

GTM

ZOOMINFO TECHNOLOGIES INC

0.00%

Shares227.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-35.31%

Shares4.7K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-17.34%

Shares14.6K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-21.74%

Shares40.9K

Event2026-03-31

Filed2026-05-14

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-14

IXN

ISHARES TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-14