Sponsored

The Analysis of Discipline Wealth Solutions, LLC's Holdings & P&L

Currently, Discipline Wealth Solutions, LLC holds 192 types of securities in its portfolio with a total value $949.9M. In the most recent quarter, they have increased their positions in VBR (+150.3K shares, valued at $32.7M), DFAC (+733.3K shares, valued at $28.5M), HCMT (+794.6K shares, valued at $28.0M); decreased their positions in GLTR (-4.8K shares, valued at $1.0M), EFO (-13.9K shares, valued at $884.3K), SSO (-11.5K shares, valued at $597.4K); initiated new positions in N/A (+50.0K shares, valued at $1.3M), PHYS (+31.5K shares, valued at $1.1M), MBWM (+19.8K shares, valued at $1.0M).

1M P&L

+30.4M+3.26%

3M P&L

+18.5M+1.95%

HY P&L

+80.0M+9.04%

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/A865.1M

96.0%

2Consumer Electronics7.2M

0.8%

3Semiconductors4.2M

0.5%

Top Industries by Stock Count

1N/A126 stocks

70.8%

2Drug Manufacturers - General3 stocks

1.7%

3Insurance - Property & Casualty2 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.3M shares45.82%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS728.9K shares15.64%2026-03-312026-04-17

VBR VANGUARD INDEX FDS237.7K shares172.00%2026-03-312026-04-17

AGG ISHARES TR387.8K shares151.46%2026-03-312026-04-17

HCMT DIREXION SHARES ETF TRUST1.1M shares301.71%2026-03-312026-04-17

VB VANGUARD INDEX FDS133.2K shares218.96%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS528.7K shares42.36%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS55.0K shares117.56%2026-03-312026-04-17

Sponsored

DFIS DIMENSIONAL ETF TRUST961.8K shares62.61%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS599.8K shares12.14%2026-03-312026-04-17

DFIC DIMENSIONAL ETF TRUST755.9K shares146.83%2026-03-312026-04-17

DUHP DIMENSIONAL ETF TRUST717.9K shares144.39%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS295.4K shares138.40%2026-03-312026-04-17

VTI VANGUARD INDEX FDS67.3K shares552.88%2026-03-312026-04-17

VTV VANGUARD INDEX FDS101.4K shares452.56%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR191.5K shares63.79%2026-03-312026-04-17

Sponsored

IGSB ISHARES TR342.5K shares6.86%2026-03-312026-04-17

VGSH VANGUARD SCOTTSDALE FDS281.1K shares172.36%2026-03-312026-04-17

DFEM DIMENSIONAL ETF TRUST472.9K shares11.47%2026-03-312026-04-17

DFSD DIMENSIONAL ETF TRUST265.2K shares18.95%2026-03-312026-04-17

STIP ISHARES TR120.1K shares25.43%2026-03-312026-04-17

QQH NORTHERN LTS FD TR III156.2K shares192.83%2026-03-312026-04-17

DIHP DIMENSIONAL ETF TRUST336.1K shares128.31%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F139.4K shares771.48%2026-03-312026-04-17

Sponsored

LGH NORTHERN LTS FD TR III179.5K shares180.98%2026-03-312026-04-17

VXUS VANGUARD STAR FDS114.9K shares714.45%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS99.4K shares747.67%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F56.6K shares759.72%2026-03-312026-04-17

VPL VANGUARD INTL EQUITY INDEX F82.9K shares743.96%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST113.6K shares22.58%2026-03-312026-04-17

DFAE DIMENSIONAL ETF TRUST235.3K shares151.43%2026-03-312026-04-17

VGK VANGUARD INTL EQUITY INDEX F94.3K shares772.03%2026-03-312026-04-17

Sponsored

DFSV DIMENSIONAL ETF TRUST220.8K shares17.89%2026-03-312026-04-17

IAGG ISHARES TR153.5K shares18.10%2026-03-312026-04-17

QLD PROSHARES TR122.4K shares316.26%2026-03-312026-04-17

DGS WISDOMTREE TR122.3K shares113.02%2026-03-312026-04-17

CWB SPDR SERIES TRUST79.8K shares2039.82%2026-03-312026-04-17

AAPL APPLE INC28.5K shares15.90%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR77.3K shares5.00%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS91.9K shares249.90%2026-03-312026-04-17

Sponsored

JANU AIM ETF PRODUCTS TRUST215.1K shares5.71%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F103.9K shares832.22%2026-03-312026-04-17

SGOV ISHARES TR54.3K shares103.22%2026-03-312026-04-17

IVV ISHARES TR6.7K shares17.12%2026-03-312026-04-17

GLD SPDR GOLD TR9.4K shares0.31%2026-03-312026-04-17

NVDA NVIDIA CORPORATION20.9K shares6.52%2026-03-312026-04-17

EFO PROSHARES TR56.7K shares-19.70%2026-03-312026-04-17

TQQQ PROSHARES TR79.6K shares52.97%2026-03-312026-04-17

Sponsored

SHY ISHARES TR40.2K shares73.60%2026-03-312026-04-17

ITOT ISHARES TR21.7K shares-1.22%2026-03-312026-04-17

GLTR ABRDN PRECIOUS METALS BASKET14.1K shares-25.31%2026-03-312026-04-17

AMZN AMAZON COM INC14.7K shares2.65%2026-03-312026-04-17

SSUS STRATEGY SHS62.0K shares-11.26%2026-03-312026-04-17

BIL SPDR SERIES TRUST30.8K shares26.97%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS55.8K shares109.47%2026-03-312026-04-17

TILT FLEXSHARES TR10.9K shares11.08%2026-03-312026-04-17

Sponsored

SLV ISHARES SILVER TR35.0K shares-13.01%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS29.5K shares146.94%2026-03-312026-04-17

SPXL DIREXION SHARES ETF TRUST11.9K shares6.68%2026-03-312026-04-17

MSFT MICROSOFT CORP5.8K shares12.18%2026-03-312026-04-17

TLTD FLEXSHARES TR22.5K shares5.01%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS9.5K shares0.17%2026-03-312026-04-17

ZECP ZACKS TRUST60.0K shares2.90%2026-03-312026-04-17

IVE ISHARES TR8.4K shares3.42%2026-03-312026-04-17

Sponsored

EFV ISHARES TR21.6K shares-0.03%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR2.7K shares3.02%2026-03-312026-04-17

VGIT VANGUARD SCOTTSDALE FDS26.3K shares-2.52%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO5.1K shares11.36%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC11.5K shares234.19%2026-03-312026-04-17

ALPHABET INC ALPHABET INC4.8K shares5.82%2026-03-312026-04-17

STRATEGY SHS STRATEGY SHS50.0K sharesnew addition2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T1.9K shares31.25%2026-03-312026-04-17

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP31.5K sharesnew addition2026-03-312026-04-17

MBWM MERCANTILE BK CORP19.8K sharesnew addition2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F7.0K sharesnew addition2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.2K shares-0.81%2026-03-312026-04-17

EFA ISHARES TR9.2K shares12.35%2026-03-312026-04-17

RZV INVESCO EXCHANGE TRADED FD T7.1K shares-11.42%2026-03-312026-04-17

PSLV SPROTT ASSET MANAGEMENT LP35.9K sharesnew addition2026-03-312026-04-17

IWC ISHARES TR5.3K shares-0.70%2026-03-312026-04-17

Sponsored

XLE SELECT SECTOR SPDR TR13.8K shares56.45%2026-03-312026-04-17

V VISA INC2.7K shares17.09%2026-03-312026-04-17

ELCV STRATEGY SHS27.7K sharesnew addition2026-03-312026-04-17

BSVO EA SERIES TRUST31.6K shares-2.10%2026-03-312026-04-17

DLS WISDOMTREE TR9.8K shares-7.74%2026-03-312026-04-17

SSO PROSHARES TR15.1K shares-43.31%2026-03-312026-04-17

IDEV ISHARES TR9.0K shares-1.82%2026-03-312026-04-17

DE DEERE & CO1.3K shares41.05%2026-03-312026-04-17

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.2K shares0.00%2026-03-312026-04-17

VUG VANGUARD INDEX FDS1.7K shares4.28%2026-03-312026-04-17

SUB ISHARES TR6.6K shares-7.18%2026-03-312026-04-17

TPSC TIMOTHY PLAN16.4K sharesnew addition2026-03-312026-04-17

SSXU STRATEGY SHS20.0K shares-13.67%2026-03-312026-04-17

LOW LOWES COS INC2.9K shares0.00%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF17.7K shares54.11%2026-03-312026-04-17

MUB ISHARES TR6.3K shares-3.44%2026-03-312026-04-17

Sponsored

SPYI NEOS ETF TRUST13.2K shares-37.27%2026-03-312026-04-17

TSLL DIREXION SHARES ETF TRUST51.2K shares15.09%2026-03-312026-04-17

PROSHARES TR PROSHARES TR15.9K shares4.60%2026-03-312026-04-17

TLTE FLEXSHARES TR8.1K shares-0.32%2026-03-312026-04-17

DTE DTE ENERGY CO3.7K shares69.34%2026-03-312026-04-17

SVOL SIMPLIFY EXCHANGE TRADED FUN35.0K shares-35.97%2026-03-312026-04-17

VBK VANGUARD INDEX FDS1.8K shares-10.71%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares1.89%2026-03-312026-04-17

Sponsored

UPS UNITED PARCEL SVCS INC5.4K shares0.00%2026-03-312026-04-17

LLY ELI LILLY & CO564 shares1.81%2026-03-312026-04-17

TSLA TESLA INC1.4K shares14.60%2026-03-312026-04-17

SOXL DIREXION SHARES ETF TRUST10.6K sharesnew addition2026-03-312026-04-17

MA MASTERCARD INCORPORATED1.0K shares0.99%2026-03-312026-04-17

DXIV DIMENSIONAL ETF TRUST7.5K sharesnew addition2026-03-312026-04-17

MPC MARATHON PETE CORP2.0K sharesnew addition2026-03-312026-04-17

MSTR STRATEGY INC3.9K shares80.46%2026-03-312026-04-17

Sponsored

EA ELECTRONIC ARTS INC2.4K shares0.00%2026-03-312026-04-17

VGT VANGUARD WORLD FD681 shares85.05%2026-03-312026-04-17

EEM ISHARES TR8.2K shares2.33%2026-03-312026-04-17

ABBV ABBVIE INC2.1K shares0.48%2026-03-312026-04-17

O REALTY INCOME CORP7.4K shares0.00%2026-03-312026-04-17

GRNB VANECK ETF TRUST19.0K sharesnew addition2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR21.1K shares0.54%2026-03-312026-04-17

XOM EXXON MOBIL CORP2.6K shares5.21%2026-03-312026-04-17

Sponsored

ULTIMUS MANAGERS TR ULTIMUS MANAGERS TR19.0K sharesnew addition2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR9.5K shares10.24%2026-03-312026-04-17

SPBU AIM ETF PRODUCTS TRUST16.0K shares-0.20%2026-03-312026-04-17

SCZ ISHARES TR5.5K shares2.35%2026-03-312026-04-17

PBDC PUTNAM ETF TRUST15.4K shares-35.03%2026-03-312026-04-17

PEP PEPSICO INC2.7K sharesnew addition2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL846 sharesnew addition2026-03-312026-04-17

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-04-17

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F7.2K shares-36.74%2026-03-312026-04-17

WELL WELLTOWER INC1.9K shares-0.57%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC1.4K shares-1.55%2026-03-312026-04-17

BIZD VANECK ETF TRUST29.0K shares-32.83%2026-03-312026-04-17

MUNI PIMCO ETF TR7.0K shares0.00%2026-03-312026-04-17

SUI SUN CMNTYS INC2.9K shares0.00%2026-03-312026-04-17

DOL WISDOMTREE TR5.2K shares0.00%2026-03-312026-04-17

OKE ONEOK INC NEW3.9K sharesnew addition2026-03-312026-04-17

Sponsored

DFAT DIMENSIONAL ETF TRUST5.6K shares32.20%2026-03-312026-04-17

HD HOME DEPOT INC1.1K shares44.93%2026-03-312026-04-17

VTR VENTAS INC4.2K sharesnew addition2026-03-312026-04-17

ALL ALLSTATE CORP1.6K sharesnew addition2026-03-312026-04-17

ROM PROSHARES TR4.3K shares0.00%2026-03-312026-04-17

GOF GUGGENHEIM STRATEGIC OPPORTU30.4K shares-33.13%2026-03-312026-04-17

IAUM ISHARES GOLD TR7.2K shares0.00%2026-03-312026-04-17

GWX SPDR INDEX SHS FDS7.9K shares-17.65%2026-03-312026-04-17

Sponsored

WTMF WISDOMTREE TR8.3K shares-30.74%2026-03-312026-04-17

WFC WELLS FARGO & CO4.0K shares0.00%2026-03-312026-04-17

CAT CATERPILLAR INC448 shares-0.22%2026-03-312026-04-17

MS MORGAN STANLEY1.9K sharesnew addition2026-03-312026-04-17

QTUM ETF SER SOLUTIONS2.9K shares1.77%2026-03-312026-04-17

RTX RTX CORPORATION1.6K shares12.80%2026-03-312026-04-17

TKO TKO GROUP HOLDINGS INC1.5K shares0.20%2026-03-312026-04-17

DEM WISDOMTREE TR5.9K shares-2.43%2026-03-312026-04-17

Sponsored

NUE NUCOR CORP1.7K sharesnew addition2026-03-312026-04-17

DDM PROSHARES TR5.6K shares-46.19%2026-03-312026-04-17

DFAU DIMENSIONAL ETF TRUST6.4K sharesnew addition2026-03-312026-04-17

XSMO INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F5.6K shares25.92%2026-03-312026-04-17

SLVP ISHARES INC8.0K sharesnew addition2026-03-312026-04-17

CTAS CINTAS CORP1.7K shares0.00%2026-03-312026-04-17

SECT NORTHERN LTS FD TR IV4.6K shares36.10%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares31.82%2026-03-312026-04-17

BROADCOM INC BROADCOM INC884 shares23.29%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.3K shares-2.01%2026-03-312026-04-17

ATMP BARCLAYS BANK PLC7.9K shares0.00%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares4.70%2026-03-312026-04-17

NEE NEXTERA ENERGY INC2.8K shares1.03%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON1.0K shares6.26%2026-03-312026-04-17

FAST FASTENAL CO5.5K sharesnew addition2026-03-312026-04-17

Sponsored

RWO SPDR INDEX SHS FDS5.5K shares23.35%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares6.86%2026-03-312026-04-17

AIQ GLOBAL X FDS5.3K shares3.92%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II1.0K shares-27.36%2026-03-312026-04-17

PLD PROLOGIS INC.1.9K shares0.00%2026-03-312026-04-17

DFLV DIMENSIONAL ETF TRUST6.9K sharesnew addition2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR1.5K shares2.54%2026-03-312026-04-17

DTM DT MIDSTREAM INC1.8K sharesnew addition2026-03-312026-04-17

Sponsored

META META PLATFORMS INC414 shares20.70%2026-03-312026-04-17

CRS CARPENTER TECHNOLOGY CORP600 sharesnew addition2026-03-312026-04-17

PG PROCTER & GAMBLE CO1.6K shares0.44%2026-03-312026-04-17

SPYG SPDR SERIES TRUST2.3K shares-7.09%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-17

IDU ISHARES TR2.0K shares1.61%2026-03-312026-04-17

PAC GRUPO AEROPORTUNARIO DEL PAC908 shares0.00%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS2.4K shares-39.28%2026-03-312026-04-17

Sponsored

SCHG SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-04-17

DGRW WISDOMTREE TR2.5K sharesnew addition2026-03-312026-04-17

DHR DANAHER CORP DEL1.1K shares0.00%2026-03-312026-04-17

SMH VANECK ETF TRUST543 sharesnew addition2026-03-312026-04-17

DIVO AMPLIFY ETF TR4.6K shares-36.98%2026-03-312026-04-17

WMT WALMART INC1.6K sharesnew addition2026-03-312026-04-17

IUSV ISHARES TR2.0K shares0.00%2026-03-312026-04-17

MNKD MANNKIND CORP18.3K sharesnew addition2026-03-312026-04-17

Sponsored

DFAC

DIMENSIONAL ETF TRUST

45.82%

Shares2.3M

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

15.64%

Shares728.9K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

172.00%

Shares237.7K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

151.46%

Shares387.8K

Event2026-03-31

Filed2026-04-17

HCMT

DIREXION SHARES ETF TRUST

301.71%

Shares1.1M

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

218.96%

Shares133.2K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

42.36%

Shares528.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

117.56%

Shares55.0K

Event2026-03-31

Filed2026-04-17

DFIS

DIMENSIONAL ETF TRUST

62.61%

Shares961.8K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

12.14%

Shares599.8K

Event2026-03-31

Filed2026-04-17

DFIC

DIMENSIONAL ETF TRUST

146.83%

Shares755.9K

Event2026-03-31

Filed2026-04-17

DUHP

DIMENSIONAL ETF TRUST

144.39%

Shares717.9K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

138.40%

Shares295.4K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

552.88%

Shares67.3K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

452.56%

Shares101.4K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

63.79%

Shares191.5K

Event2026-03-31

Filed2026-04-17

IGSB

ISHARES TR

6.86%

Shares342.5K

Event2026-03-31

Filed2026-04-17

VGSH

VANGUARD SCOTTSDALE FDS

172.36%

Shares281.1K

Event2026-03-31

Filed2026-04-17

DFEM

DIMENSIONAL ETF TRUST

11.47%

Shares472.9K

Event2026-03-31

Filed2026-04-17

DFSD

DIMENSIONAL ETF TRUST

18.95%

Shares265.2K

Event2026-03-31

Filed2026-04-17

STIP

ISHARES TR

25.43%

Shares120.1K

Event2026-03-31

Filed2026-04-17

QQH

NORTHERN LTS FD TR III

192.83%

Shares156.2K

Event2026-03-31

Filed2026-04-17

DIHP

DIMENSIONAL ETF TRUST

128.31%

Shares336.1K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

771.48%

Shares139.4K

Event2026-03-31

Filed2026-04-17

LGH

NORTHERN LTS FD TR III

180.98%

Shares179.5K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

714.45%

Shares114.9K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

747.67%

Shares99.4K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

759.72%

Shares56.6K

Event2026-03-31

Filed2026-04-17

VPL

VANGUARD INTL EQUITY INDEX F

743.96%

Shares82.9K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

22.58%

Shares113.6K

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL ETF TRUST

151.43%

Shares235.3K

Event2026-03-31

Filed2026-04-17

VGK

VANGUARD INTL EQUITY INDEX F

772.03%

Shares94.3K

Event2026-03-31

Filed2026-04-17

DFSV

DIMENSIONAL ETF TRUST

17.89%

Shares220.8K

Event2026-03-31

Filed2026-04-17

IAGG

ISHARES TR

18.10%

Shares153.5K

Event2026-03-31

Filed2026-04-17

QLD

PROSHARES TR

316.26%

Shares122.4K

Event2026-03-31

Filed2026-04-17

DGS

WISDOMTREE TR

113.02%

Shares122.3K

Event2026-03-31

Filed2026-04-17

CWB

SPDR SERIES TRUST

2039.82%

Shares79.8K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

15.90%

Shares28.5K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

5.00%

Shares77.3K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

249.90%

Shares91.9K

Event2026-03-31

Filed2026-04-17

JANU

AIM ETF PRODUCTS TRUST

5.71%

Shares215.1K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

832.22%

Shares103.9K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES TR

103.22%

Shares54.3K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

17.12%

Shares6.7K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

0.31%

Shares9.4K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

6.52%

Shares20.9K

Event2026-03-31

Filed2026-04-17

EFO

PROSHARES TR

-19.70%

Shares56.7K

Event2026-03-31

Filed2026-04-17

TQQQ

PROSHARES TR

52.97%

Shares79.6K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

73.60%

Shares40.2K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

-1.22%

Shares21.7K

Event2026-03-31

Filed2026-04-17

GLTR

ABRDN PRECIOUS METALS BASKET

-25.31%

Shares14.1K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

2.65%

Shares14.7K

Event2026-03-31

Filed2026-04-17

SSUS

STRATEGY SHS

-11.26%

Shares62.0K

Event2026-03-31

Filed2026-04-17

BIL

SPDR SERIES TRUST

26.97%

Shares30.8K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

109.47%

Shares55.8K

Event2026-03-31

Filed2026-04-17

TILT

FLEXSHARES TR

11.08%

Shares10.9K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TR

-13.01%

Shares35.0K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

146.94%

Shares29.5K

Event2026-03-31

Filed2026-04-17

SPXL

DIREXION SHARES ETF TRUST

6.68%

Shares11.9K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

12.18%

Shares5.8K

Event2026-03-31

Filed2026-04-17

TLTD

FLEXSHARES TR

5.01%

Shares22.5K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

0.17%

Shares9.5K

Event2026-03-31

Filed2026-04-17

ZECP

ZACKS TRUST

2.90%

Shares60.0K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

3.42%

Shares8.4K

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

-0.03%

Shares21.6K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

3.02%

Shares2.7K

Event2026-03-31

Filed2026-04-17

VGIT

VANGUARD SCOTTSDALE FDS

-2.52%

Shares26.3K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

11.36%

Shares5.1K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

234.19%

Shares11.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

5.82%

Shares4.8K

Event2026-03-31

Filed2026-04-17

STRATEGY SHS

New

Shares50.0K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

31.25%

Shares1.9K

Event2026-03-31

Filed2026-04-17

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares31.5K

Event2026-03-31

Filed2026-04-17

MBWM

MERCANTILE BK CORP

New

Shares19.8K

Event2026-03-31

Filed2026-04-17

VANGUARD INTL EQUITY INDEX F

New

Shares7.0K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.81%

Shares3.2K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

12.35%

Shares9.2K

Event2026-03-31

Filed2026-04-17

RZV

INVESCO EXCHANGE TRADED FD T

-11.42%

Shares7.1K

Event2026-03-31

Filed2026-04-17

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares35.9K

Event2026-03-31

Filed2026-04-17

IWC

ISHARES TR

-0.70%

Shares5.3K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

56.45%

Shares13.8K

Event2026-03-31

Filed2026-04-17

VISA INC

17.09%

Shares2.7K

Event2026-03-31

Filed2026-04-17

ELCV

STRATEGY SHS

New

Shares27.7K

Event2026-03-31

Filed2026-04-17

BSVO

EA SERIES TRUST

-2.10%

Shares31.6K

Event2026-03-31

Filed2026-04-17

DLS

WISDOMTREE TR

-7.74%

Shares9.8K

Event2026-03-31

Filed2026-04-17

SSO

PROSHARES TR

-43.31%

Shares15.1K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

-1.82%

Shares9.0K

Event2026-03-31

Filed2026-04-17

DEERE & CO

41.05%

Shares1.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

4.28%

Shares1.7K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

-7.18%

Shares6.6K

Event2026-03-31

Filed2026-04-17

TPSC

TIMOTHY PLAN

New

Shares16.4K

Event2026-03-31

Filed2026-04-17

SSXU

STRATEGY SHS

-13.67%

Shares20.0K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

54.11%

Shares17.7K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

-3.44%

Shares6.3K

Event2026-03-31

Filed2026-04-17

SPYI

NEOS ETF TRUST

-37.27%

Shares13.2K

Event2026-03-31

Filed2026-04-17

TSLL

DIREXION SHARES ETF TRUST

15.09%

Shares51.2K

Event2026-03-31

Filed2026-04-17

PROSHARES TR

4.60%

Shares15.9K

Event2026-03-31

Filed2026-04-17

TLTE

FLEXSHARES TR

-0.32%

Shares8.1K

Event2026-03-31

Filed2026-04-17

DTE

DTE ENERGY CO

69.34%

Shares3.7K

Event2026-03-31

Filed2026-04-17

SVOL

SIMPLIFY EXCHANGE TRADED FUN

-35.97%

Shares35.0K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

-10.71%

Shares1.8K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.89%

Shares1.6K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

1.81%

Shares564

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

14.60%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SOXL

DIREXION SHARES ETF TRUST

New

Shares10.6K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

0.99%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DXIV

DIMENSIONAL ETF TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

MSTR

STRATEGY INC

80.46%

Shares3.9K

Event2026-03-31

Filed2026-04-17

ELECTRONIC ARTS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

85.05%

Shares681

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

2.33%

Shares8.2K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

0.48%

Shares2.1K

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-17

GRNB

VANECK ETF TRUST

New

Shares19.0K

Event2026-03-31

Filed2026-04-17

SCHH

SCHWAB STRATEGIC TR

0.54%

Shares21.1K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

5.21%

Shares2.6K

Event2026-03-31

Filed2026-04-17

ULTIMUS MANAGERS TR

New

Shares19.0K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

10.24%

Shares9.5K

Event2026-03-31

Filed2026-04-17

SPBU

AIM ETF PRODUCTS TRUST

-0.20%

Shares16.0K

Event2026-03-31

Filed2026-04-17

SCZ

ISHARES TR

2.35%

Shares5.5K

Event2026-03-31

Filed2026-04-17

PBDC

PUTNAM ETF TRUST

-35.03%

Shares15.4K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

New

Shares846

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

JEPQ

J P MORGAN EXCHANGE TRADED F

-36.74%

Shares7.2K

Event2026-03-31

Filed2026-04-17

WELL

WELLTOWER INC

-0.57%

Shares1.9K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

-1.55%

Shares1.4K

Event2026-03-31

Filed2026-04-17

BIZD

VANECK ETF TRUST

-32.83%

Shares29.0K

Event2026-03-31

Filed2026-04-17

MUNI

PIMCO ETF TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-17

SUI

SUN CMNTYS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

DOL

WISDOMTREE TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

New

Shares3.9K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

32.20%

Shares5.6K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

44.93%

Shares1.1K

Event2026-03-31

Filed2026-04-17

VTR

VENTAS INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

ROM

PROSHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-17

GOF

GUGGENHEIM STRATEGIC OPPORTU

-33.13%

Shares30.4K

Event2026-03-31

Filed2026-04-17

IAUM

ISHARES GOLD TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-17

GWX

SPDR INDEX SHS FDS

-17.65%

Shares7.9K

Event2026-03-31

Filed2026-04-17

WTMF

WISDOMTREE TR

-30.74%

Shares8.3K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-0.22%

Shares448

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

New

Shares1.9K

Event2026-03-31

Filed2026-04-17

QTUM

ETF SER SOLUTIONS

1.77%

Shares2.9K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

12.80%

Shares1.6K

Event2026-03-31

Filed2026-04-17

TKO

TKO GROUP HOLDINGS INC

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-17

DEM

WISDOMTREE TR

-2.43%

Shares5.9K

Event2026-03-31

Filed2026-04-17

NUE

NUCOR CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

DDM

PROSHARES TR

-46.19%

Shares5.6K

Event2026-03-31

Filed2026-04-17

DFAU

DIMENSIONAL ETF TRUST

New

Shares6.4K

Event2026-03-31

Filed2026-04-17

XSMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

25.92%

Shares5.6K

Event2026-03-31

Filed2026-04-17

SLVP

ISHARES INC

New

Shares8.0K

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

SECT

NORTHERN LTS FD TR IV

36.10%

Shares4.6K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

31.82%

Shares1.1K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

23.29%

Shares884

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-2.01%

Shares1.3K

Event2026-03-31

Filed2026-04-17

ATMP

BARCLAYS BANK PLC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

4.70%

Shares2.0K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

1.03%

Shares2.8K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

6.26%

Shares1.0K

Event2026-03-31

Filed2026-04-17

FAST

FASTENAL CO

New

Shares5.5K

Event2026-03-31

Filed2026-04-17

RWO

SPDR INDEX SHS FDS

23.35%

Shares5.5K

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND

6.86%

Shares1.3K

Event2026-03-31

Filed2026-04-17

AIQ

GLOBAL X FDS

3.92%

Shares5.3K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

-27.36%

Shares1.0K

Event2026-03-31

Filed2026-04-17

PLD

PROLOGIS INC.

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

DFLV

DIMENSIONAL ETF TRUST

New

Shares6.9K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

2.54%

Shares1.5K

Event2026-03-31

Filed2026-04-17

DTM

DT MIDSTREAM INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-17