Sponsored

The Analysis of Detalus Advisors, LLC's Holdings & P&L

Currently, Detalus Advisors, LLC holds 186 types of securities in its portfolio with a total value $437.9M. In the most recent quarter, they have increased their positions in CORO (+757.5K shares, valued at $24.4M), LMUB (+167.0K shares, valued at $8.3M), SPYM (+81.2K shares, valued at $6.2M); decreased their positions in OEF (-32.6K shares, valued at $10.4M), GLDM (-41.4K shares, valued at $3.8M), DYNF (-55.0K shares, valued at $3.2M); initiated new positions in CORO (+757.5K shares, valued at $24.4M), LMUB (+167.0K shares, valued at $8.3M), BLCR (+146.7K shares, valued at $6.0M).

1M P&L

+11.0M+2.39%

3M P&L

+3.1M+0.66%

HY P&L

+14.0M+3.06%

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/A347.3M

82.1%

2Banks - Regional11.2M

2.6%

3Consumer Electronics6.8M

1.6%

Top Industries by Stock Count

1N/A103 stocks

59.2%

2Drug Manufacturers - General5 stocks

2.9%

3Banks - Diversified4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST876.8K shares10.20%2026-03-312026-04-22

IVW ISHARES TR248.9K shares5.31%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST422.8K shares-11.50%2026-03-312026-04-22

CORO BLACKROCK ETF TRUST757.5K sharesnew addition2026-03-312026-04-22

IVE ISHARES TR104.3K shares-8.93%2026-03-312026-04-22

QUAL ISHARES TR85.8K shares1.46%2026-03-312026-04-22

OEF ISHARES TR42.7K shares-43.34%2026-03-312026-04-22

BAI BLACKROCK ETF TRUST326.9K shares24.69%2026-03-312026-04-22

Sponsored

SPEM SPDR INDEX SHS FDS225.8K shares41.55%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II76.2K shares7.02%2026-03-312026-04-22

LMUB ISHARES TR167.0K sharesnew addition2026-03-312026-04-22

PPA INVESCO EXCHANGE TRADED FD T43.3K shares29.97%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II135.5K shares19.74%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS32.0K shares0.69%2026-03-312026-04-22

AAPL APPLE INC26.6K shares13.39%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS10.8K shares0.02%2026-03-312026-04-22

Sponsored

BY BYLINE BANCORP INC199.8K shares-2.33%2026-03-312026-04-22

SPMB SPDR SERIES TRUST279.7K shares8.43%2026-03-312026-04-22

BLCR BLACKROCK ETF TRUST146.7K sharesnew addition2026-03-312026-04-22

SPTL SPDR SERIES TRUST222.4K shares-0.70%2026-03-312026-04-22

EFX EQUIFAX INC28.0K shares0.00%2026-03-312026-04-22

HCA HCA HEALTHCARE INC10.0K shares0.00%2026-03-312026-04-22

GLDM WORLD GOLD TR50.5K shares-45.08%2026-03-312026-04-22

RSPT INVESCO EXCHANGE TRADED FD T97.8K shares-1.03%2026-03-312026-04-22

Sponsored

USB US BANCORP79.0K shares-0.44%2026-03-312026-04-22

GOVT ISHARES TR172.8K sharesnew addition2026-03-312026-04-22

WMT WALMART INC30.0K shares-0.06%2026-03-312026-04-22

MSFT MICROSOFT CORP9.9K shares-0.44%2026-03-312026-04-22

ALPHABET INC ALPHABET INC12.4K shares-2.54%2026-03-312026-04-22

ABBV ABBVIE INC14.7K shares-0.43%2026-03-312026-04-22

IAGG ISHARES TR57.0K shares6.32%2026-03-312026-04-22

MTUM ISHARES TR11.7K shares-0.34%2026-03-312026-04-22

Sponsored

AMZN AMAZON COM INC12.9K shares0.71%2026-03-312026-04-22

SHM SPDR SERIES TRUST52.7K shares-19.03%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS48.6K shares-0.56%2026-03-312026-04-22

IWF ISHARES TR5.6K shares0.00%2026-03-312026-04-22

MUB ISHARES TR22.0K shares-7.79%2026-03-312026-04-22

USMV ISHARES TR25.2K shares-0.87%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR45.5K shares7.76%2026-03-312026-04-22

NVDA NVIDIA CORPORATION13.0K shares-0.08%2026-03-312026-04-22

Sponsored

PEP PEPSICO INC13.6K shares2.24%2026-03-312026-04-22

ITOT ISHARES TR12.9K shares48.50%2026-03-312026-04-22

VUG VANGUARD INDEX FDS4.2K shares4.30%2026-03-312026-04-22

IWB ISHARES TR5.0K shares-1.45%2026-03-312026-04-22

ABT ABBOTT LABORATORIES14.8K shares-1.84%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.8K shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS29.6K shares-16.82%2026-03-312026-04-22

SO SOUTHERN CO13.8K shares0.39%2026-03-312026-04-22

Sponsored

JPST J P MORGAN EXCHANGE TRADED F25.7K shares0.00%2026-03-312026-04-22

WM WASTE MGMT INC DEL5.5K shares0.07%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.8K shares-2.02%2026-03-312026-04-22

MA MASTERCARD INCORPORATED2.4K shares0.90%2026-03-312026-04-22

V VISA INC3.8K shares1.02%2026-03-312026-04-22

MGK VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO7.6K shares-1.08%2026-03-312026-04-22

IUSB ISHARES TR23.5K shares11.92%2026-03-312026-04-22

Sponsored

IGRO ISHARES TR12.1K shares-0.56%2026-03-312026-04-22

QLTA ISHARES TR20.8K shares-9.38%2026-03-312026-04-22

ILCV ISHARES TR10.4K shares0.38%2026-03-312026-04-22

KO COCA COLA CO12.5K shares-0.80%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.8K shares-4.51%2026-03-312026-04-22

VTV VANGUARD INDEX FDS4.7K shares8.21%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC9.0K shares13.32%2026-03-312026-04-22

VO VANGUARD INDEX FDS3.0K shares0.13%2026-03-312026-04-22

Sponsored

QUS SPDR SERIES TRUST4.9K shares0.00%2026-03-312026-04-22

HD HOME DEPOT INC2.6K shares-0.81%2026-03-312026-04-22

AEE AMEREN CORP7.3K shares4.40%2026-03-312026-04-22

LLY ELI LILLY & CO844 shares-0.35%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO2.6K shares-2.09%2026-03-312026-04-22

XOM EXXON MOBIL CORP4.5K shares-1.62%2026-03-312026-04-22

SPTM SPDR SERIES TRUST9.6K sharesnew addition2026-03-312026-04-22

ESGU ISHARES TR5.3K shares0.00%2026-03-312026-04-22

Sponsored

BOXX EA SERIES TRUST6.3K shares-0.77%2026-03-312026-04-22

HEFA ISHARES TR16.0K shares-1.13%2026-03-312026-04-22

SYSB ISHARES TR7.4K shares9.03%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC3.9K shares0.05%2026-03-312026-04-22

HIMU BLACKROCK ETF TRUST II13.6K shares-69.63%2026-03-312026-04-22

TLT ISHARES TR7.5K shares-13.22%2026-03-312026-04-22

NEE NEXTERA ENERGY INC6.9K shares-1.77%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR12.8K shares-9.55%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS1.9K shares1.95%2026-03-312026-04-22

SPYV SPDR SERIES TRUST10.6K shares0.61%2026-03-312026-04-22

DGRW WISDOMTREE TR6.7K shares13.52%2026-03-312026-04-22

BALI BLACKROCK ETF TRUST18.5K shares4.51%2026-03-312026-04-22

SR SPIRE INC6.2K shares2.34%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS8.7K shares9.92%2026-03-312026-04-22

CBSH COMMERCE BANCSHARES INC11.3K shares-0.53%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F9.8K shares0.34%2026-03-312026-04-22

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F11.7K sharesnew addition2026-03-312026-04-22

SMH VANECK ETF TRUST1.4K shares0.00%2026-03-312026-04-22

IXC ISHARES TR9.3K shares0.00%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS3.6K shares-37.49%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F7.1K shares2.05%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K sharesnew addition2026-03-312026-04-22

RTX RTX CORPORATION2.7K shares-1.23%2026-03-312026-04-22

NEAR ISHARES U S ETF TR10.0K sharesnew addition2026-03-312026-04-22

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares0.06%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION496 shares-1.00%2026-03-312026-04-22

IWV ISHARES TR1.3K shares0.00%2026-03-312026-04-22

KRE SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares-8.51%2026-03-312026-04-22

MCD MCDONALDS CORP1.5K shares-11.24%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T730 shares-0.14%2026-03-312026-04-22

T AT&T INC16.1K shares0.19%2026-03-312026-04-22

Sponsored

SF STIFEL FINL CORP6.3K shares50.00%2026-03-312026-04-22

SPBO SPDR SERIES TRUST16.0K shares-8.71%2026-03-312026-04-22

GSY INVESCO ACTIVELY MANAGED EXC9.2K shares0.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.7K shares-0.12%2026-03-312026-04-22

UNP UNION PAC CORP1.9K shares-1.99%2026-03-312026-04-22

HYGW ISHARES TR14.9K shares-26.85%2026-03-312026-04-22

RSG REPUBLIC SVCS INC2.0K shares-1.62%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP723 shares-0.14%2026-03-312026-04-22

Sponsored

EMR EMERSON ELEC CO3.3K shares-0.27%2026-03-312026-04-22

EMXC ISHARES INC5.5K shares-0.88%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC8.6K shares0.13%2026-03-312026-04-22

WFC WELLS FARGO & CO5.4K shares-0.64%2026-03-312026-04-22

IWM ISHARES TR1.7K shares0.00%2026-03-312026-04-22

HEZU ISHARES TR9.7K shares0.00%2026-03-312026-04-22

PFF ISHARES TR13.9K shares-0.79%2026-03-312026-04-22

CTAS CINTAS CORP2.4K shares2.41%2026-03-312026-04-22

Sponsored

XNTK SPDR SERIES TRUST1.5K shares35.75%2026-03-312026-04-22

AMGN AMGEN INC1.1K shares0.00%2026-03-312026-04-22

DIS DISNEY WALT CO4.0K shares0.10%2026-03-312026-04-22

CWB SPDR SERIES TRUST4.2K shares-18.58%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC390 shares-2.50%2026-03-312026-04-22

CSCO CISCO SYS INC4.7K shares0.36%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-0.41%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.2K shares-1.21%2026-03-312026-04-22

Sponsored

NOBL PROSHARES TR3.3K shares0.03%2026-03-312026-04-22

IEMG ISHARES INC5.0K shares3.12%2026-03-312026-04-22

META META PLATFORMS INC601 shares-1.96%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.7K shares-1.46%2026-03-312026-04-22

GLD SPDR GOLD TR792 shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC1.5K shares0.00%2026-03-312026-04-22

HUBBELL INC HUBBELL INC675 shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.7K shares-7.90%2026-03-312026-04-22

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET8.4K shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN1.6K shares3.94%2026-03-312026-04-22

IWR ISHARES TR3.2K shares0.03%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF8.0K shares2.43%2026-03-312026-04-22

SOXX ISHARES TR917 shares-0.76%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC1.8K shares-45.87%2026-03-312026-04-22

MO ALTRIA GROUP INC4.3K shares0.00%2026-03-312026-04-22

SPYG SPDR SERIES TRUST2.9K shares27.57%2026-03-312026-04-22

Sponsored

SPIP SPDR SERIES TRUST10.7K shares6.15%2026-03-312026-04-22

BROADCOM INC BROADCOM INC899 shares-11.78%2026-03-312026-04-22

IEF ISHARES TR2.9K shares16.02%2026-03-312026-04-22

XT ISHARES TR4.0K shares-2.44%2026-03-312026-04-22

VB VANGUARD INDEX FDS1.0K shares-2.16%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP997 shares-1.97%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC304 shares-1.30%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC1.5K shares-7.15%2026-03-312026-04-22

Sponsored

JMOM J P MORGAN EXCHANGE TRADED F3.7K shares-5.83%2026-03-312026-04-22

TSLA TESLA INC670 shares-0.45%2026-03-312026-04-22

TAFI AB ACTIVE ETFS INC9.8K shares0.00%2026-03-312026-04-22

SMB VANECK ETF TRUST14.2K shares-26.01%2026-03-312026-04-22

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-22

BAC BANK AMERICA CORP4.9K shares-0.28%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO739 shares0.00%2026-03-312026-04-22

WPC WP CAREY INC3.4K shares0.00%2026-03-312026-04-22

Sponsored

IJH ISHARES TR3.4K shares-0.06%2026-03-312026-04-22

HDV ISHARES TR1.7K sharesnew addition2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP1.9K shares1.44%2026-03-312026-04-22

VV VANGUARD INDEX FDS756 shares-31.46%2026-03-312026-04-22

IIPR INNOVATIVE INDL PPTYS INC4.5K sharesnew addition2026-03-312026-04-22

PFE PFIZER INC8.0K sharesnew addition2026-03-312026-04-22

VLO VALERO ENERGY CORP897 sharesnew addition2026-03-312026-04-22

Sponsored

SPYD SPDR SERIES TRUST4.9K shares-7.60%2026-03-312026-04-22

KLAC KLA CORP149 sharesnew addition2026-03-312026-04-22

SPTI SPDR SERIES TRUST7.6K sharesnew addition2026-03-312026-04-22

SPGP INVESCO EXCHANGE TRADED FD T2.0K shares0.10%2026-03-312026-04-22

IJR ISHARES TR1.7K shares-2.31%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC1.0K shares-1.18%2026-03-312026-04-22

IYE ISHARES TR3.2K sharesnew addition2026-03-312026-04-22

CORP PIMCO ETF TR2.2K sharesnew addition2026-03-312026-04-22

Sponsored

AGZ ISHARES TR1.9K shares-0.16%2026-03-312026-04-22

AZO AUTOZONE INC61 shares0.00%2026-03-312026-04-22

XSOE WISDOMTREE TR5.1K shares-30.75%2026-03-312026-04-22

EPC EDGEWELL PERSONAL CARE CO9.4K sharesnew addition2026-03-312026-04-22

FDX FEDEX CORP563 sharesnew addition2026-03-312026-04-22

PCN PIMCO CORPORATE & INCM STRG13.0K shares0.00%2026-03-312026-04-22

SPE SPECIAL OPPORTUNITIES FD INC10.4K sharesnew addition2026-03-312026-04-22

F FORD MTR CO12.1K shares0.00%2026-03-312026-04-22

Sponsored

ETW EATON VANCE TAX-MANAGED GLOB10.9K shares0.00%2026-03-312026-04-22

GGN GAMCO GLOBAL GOLD NAT RES &13.8K shares1.05%2026-03-312026-04-22

SPYM

SPDR SERIES TRUST

10.20%

Shares876.8K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

5.31%

Shares248.9K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

-11.50%

Shares422.8K

Event2026-03-31

Filed2026-04-22

CORO

BLACKROCK ETF TRUST

New

Shares757.5K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

-8.93%

Shares104.3K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

1.46%

Shares85.8K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

-43.34%

Shares42.7K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

24.69%

Shares326.9K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

41.55%

Shares225.8K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

7.02%

Shares76.2K

Event2026-03-31

Filed2026-04-22

LMUB

ISHARES TR

New

Shares167.0K

Event2026-03-31

Filed2026-04-22

PPA

INVESCO EXCHANGE TRADED FD T

29.97%

Shares43.3K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

19.74%

Shares135.5K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.69%

Shares32.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

13.39%

Shares26.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.02%

Shares10.8K

Event2026-03-31

Filed2026-04-22

BYLINE BANCORP INC

-2.33%

Shares199.8K

Event2026-03-31

Filed2026-04-22

SPMB

SPDR SERIES TRUST

8.43%

Shares279.7K

Event2026-03-31

Filed2026-04-22

BLCR

BLACKROCK ETF TRUST

New

Shares146.7K

Event2026-03-31

Filed2026-04-22

SPTL

SPDR SERIES TRUST

-0.70%

Shares222.4K

Event2026-03-31

Filed2026-04-22

EFX

EQUIFAX INC

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-22

HCA

HCA HEALTHCARE INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-22

GLDM

WORLD GOLD TR

-45.08%

Shares50.5K

Event2026-03-31

Filed2026-04-22

RSPT

INVESCO EXCHANGE TRADED FD T

-1.03%

Shares97.8K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-0.44%

Shares79.0K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

New

Shares172.8K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-0.06%

Shares30.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-0.44%

Shares9.9K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-2.54%

Shares12.4K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-0.43%

Shares14.7K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

6.32%

Shares57.0K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

-0.34%

Shares11.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.71%

Shares12.9K

Event2026-03-31

Filed2026-04-22

SHM

SPDR SERIES TRUST

-19.03%

Shares52.7K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

-0.56%

Shares48.6K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-7.79%

Shares22.0K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-0.87%

Shares25.2K

Event2026-03-31

Filed2026-04-22

JAAA

JANUS DETROIT STR TR

7.76%

Shares45.5K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-0.08%

Shares13.0K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

2.24%

Shares13.6K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

48.50%

Shares12.9K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

4.30%

Shares4.2K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

-1.45%

Shares5.0K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

-1.84%

Shares14.8K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

-16.82%

Shares29.6K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

0.39%

Shares13.8K

Event2026-03-31

Filed2026-04-22

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares25.7K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

0.07%

Shares5.5K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-2.02%

Shares4.8K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.90%

Shares2.4K

Event2026-03-31

Filed2026-04-22

VISA INC

1.02%

Shares3.8K

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD WORLD FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-1.08%

Shares7.6K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

11.92%

Shares23.5K

Event2026-03-31

Filed2026-04-22

IGRO

ISHARES TR

-0.56%

Shares12.1K

Event2026-03-31

Filed2026-04-22

QLTA

ISHARES TR

-9.38%

Shares20.8K

Event2026-03-31

Filed2026-04-22

ILCV

ISHARES TR

0.38%

Shares10.4K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

-0.80%

Shares12.5K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

-4.51%

Shares19.8K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

8.21%

Shares4.7K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

13.32%

Shares9.0K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.13%

Shares3.0K

Event2026-03-31

Filed2026-04-22

QUS

SPDR SERIES TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-0.81%

Shares2.6K

Event2026-03-31

Filed2026-04-22

AEE

AMEREN CORP

4.40%

Shares7.3K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-0.35%

Shares844

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-2.09%

Shares2.6K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-1.62%

Shares4.5K

Event2026-03-31

Filed2026-04-22

SPTM

SPDR SERIES TRUST

New

Shares9.6K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-22

BOXX

EA SERIES TRUST

-0.77%

Shares6.3K

Event2026-03-31

Filed2026-04-22

HEFA

ISHARES TR

-1.13%

Shares16.0K

Event2026-03-31

Filed2026-04-22

SYSB

ISHARES TR

9.03%

Shares7.4K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

0.05%

Shares3.9K

Event2026-03-31

Filed2026-04-22

HIMU

BLACKROCK ETF TRUST II

-69.63%

Shares13.6K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

-13.22%

Shares7.5K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

-1.77%

Shares6.9K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

-9.55%

Shares12.8K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

1.95%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

0.61%

Shares10.6K

Event2026-03-31

Filed2026-04-22

DGRW

WISDOMTREE TR

13.52%

Shares6.7K

Event2026-03-31

Filed2026-04-22

BALI

BLACKROCK ETF TRUST

4.51%

Shares18.5K

Event2026-03-31

Filed2026-04-22

SPIRE INC

2.34%

Shares6.2K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

9.92%

Shares8.7K

Event2026-03-31

Filed2026-04-22

CBSH

COMMERCE BANCSHARES INC

-0.53%

Shares11.3K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

0.34%

Shares9.8K

Event2026-03-31

Filed2026-04-22

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares11.7K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

IXC

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

-37.49%

Shares3.6K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

2.05%

Shares7.1K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-1.23%

Shares2.7K

Event2026-03-31

Filed2026-04-22

NEAR

ISHARES U S ETF TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-22

ELV

ELEVANCE HEALTH INC FORMERLY

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-1.00%

Shares496

Event2026-03-31

Filed2026-04-22

IWV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

KRE

SPDR SERIES TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.51%

Shares1.4K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

-11.24%

Shares1.5K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-0.14%

Shares730

Event2026-03-31

Filed2026-04-22

AT&T INC

0.19%

Shares16.1K

Event2026-03-31

Filed2026-04-22

STIFEL FINL CORP

50.00%

Shares6.3K

Event2026-03-31

Filed2026-04-22

SPBO

SPDR SERIES TRUST

-8.71%

Shares16.0K

Event2026-03-31

Filed2026-04-22

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

-0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

-1.99%

Shares1.9K

Event2026-03-31

Filed2026-04-22

HYGW

ISHARES TR

-26.85%

Shares14.9K

Event2026-03-31

Filed2026-04-22

RSG

REPUBLIC SVCS INC

-1.62%

Shares2.0K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

-0.14%

Shares723

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

-0.27%

Shares3.3K

Event2026-03-31

Filed2026-04-22

EMXC

ISHARES INC

-0.88%

Shares5.5K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

0.13%

Shares8.6K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

-0.64%

Shares5.4K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

HEZU

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-22

PFF

ISHARES TR

-0.79%

Shares13.9K

Event2026-03-31

Filed2026-04-22

CTAS

CINTAS CORP

2.41%

Shares2.4K

Event2026-03-31

Filed2026-04-22

XNTK

SPDR SERIES TRUST

35.75%

Shares1.5K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

0.10%

Shares4.0K

Event2026-03-31

Filed2026-04-22

CWB

SPDR SERIES TRUST

-18.58%

Shares4.2K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

-2.50%

Shares390

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

-0.41%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.21%

Shares1.2K

Event2026-03-31

Filed2026-04-22

NOBL

PROSHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

3.12%

Shares5.0K

Event2026-03-31

Filed2026-04-22