Sponsored

The Analysis of ECLECTIC ASSOCIATES INC /ADV's Holdings & P&L

Currently, ECLECTIC ASSOCIATES INC /ADV holds 159 types of securities in its portfolio with a total value $753.2M. In the most recent quarter, they have increased their positions in AVMV (+125.1K shares, valued at $9.3M), BOND (+80.8K shares, valued at $7.5M), DFSD (+141.9K shares, valued at $6.8M); decreased their positions in IAGG (-28.1K shares, valued at $1.4M), XLK (-6.3K shares, valued at $842.3K), IVW (-7.0K shares, valued at $786.7K); initiated new positions in WOOD (+13.9K shares, valued at $987.5K), N/A (+17.4K shares, valued at $919.6K), IEFA (+3.2K shares, valued at $287.4K).

1M P&L

+19.2M+2.48%

3M P&L

-34.6M-4.18%

HY P&L

+13.3M+1.71%

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/A685.3M

92.7%

2Consumer Electronics11.1M

1.5%

3Banks - Diversified5.7M

0.8%

Top Industries by Stock Count

1N/A110 stocks

73.3%

2Aerospace & Defense4 stocks

2.7%

3Drug Manufacturers - General3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BNDX VANGUARD CHARLOTTE FDS1.1M shares9.96%2026-03-312026-04-08

CGXU CAPITAL GROUP INTL FOCUS EQT1.7M shares6.59%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS214.1K shares6.75%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST791.3K shares10.33%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST686.1K shares26.07%2026-03-312026-04-08

BOND PIMCO ETF TR346.9K shares30.34%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF764.3K shares8.13%2026-03-312026-04-08

AVMV AMERICAN CENTY ETF TR407.8K shares44.23%2026-03-312026-04-08

Sponsored

DFLV DIMENSIONAL ETF TRUST669.8K shares31.63%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST349.6K shares20.35%2026-03-312026-04-08

PYLD PIMCO ETF TR817.7K shares18.30%2026-03-312026-04-08

IMCG ISHARES TR248.5K shares23.96%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST570.9K shares13.42%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II344.7K shares26.02%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST526.3K shares21.22%2026-03-312026-04-08

FYC FIRST TR EXCHANGE-TRADED ALP159.2K shares3.46%2026-03-312026-04-08

Sponsored

VTV VANGUARD INDEX FDS78.7K shares56.68%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS305.2K shares45.04%2026-03-312026-04-08

SPTM SPDR SERIES TRUST149.8K shares84.16%2026-03-312026-04-08

AAPL APPLE INC43.9K shares-0.10%2026-03-312026-04-08

FPAG INVESTMENT MANAGERS SER TR I276.2K shares18.67%2026-03-312026-04-08

JPRE J P MORGAN EXCHANGE TRADED F173.0K shares31.21%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS127.8K shares11.08%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC208.7K shares28.38%2026-03-312026-04-08

Sponsored

VUG VANGUARD INDEX FDS16.0K shares47.17%2026-03-312026-04-08

VOE VANGUARD INDEX FDS36.5K shares34.99%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS11.0K shares7.92%2026-03-312026-04-08

VTEC VANGUARD CALIF TAX FREE FDS64.5K shares1.48%2026-03-312026-04-08

VOT VANGUARD INDEX FDS23.9K shares24.86%2026-03-312026-04-08

VBK VANGUARD INDEX FDS19.8K shares14.42%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR41.8K shares-13.16%2026-03-312026-04-08

VTES VANGUARD WELLINGTON FD51.1K shares4.44%2026-03-312026-04-08

Sponsored

VXUS VANGUARD STAR FDS66.8K shares2320.72%2026-03-312026-04-08

VTI VANGUARD INDEX FDS15.9K shares92.49%2026-03-312026-04-08

VBR VANGUARD INDEX FDS19.9K shares38.00%2026-03-312026-04-08

SPYV SPDR SERIES TRUST76.1K shares50.91%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO14.5K shares-1.28%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS90.9K shares3.35%2026-03-312026-04-08

SHAG WISDOMTREE TR83.1K shares-3.32%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F25.7K shares5.94%2026-03-312026-04-08

Sponsored

EFA ISHARES TR37.9K shares148.40%2026-03-312026-04-08

HD HOME DEPOT INC10.9K shares-0.87%2026-03-312026-04-08

VCLT VANGUARD SCOTTSDALE FDS46.3K shares73.46%2026-03-312026-04-08

LQD ISHARES TR31.3K shares75.41%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS40.5K shares2.88%2026-03-312026-04-08

XOM EXXON MOBIL CORP17.1K shares-1.35%2026-03-312026-04-08

VO VANGUARD INDEX FDS10.0K shares-1.65%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS54.0K shares-0.03%2026-03-312026-04-08

Sponsored

UNH UNITEDHEALTH GROUP INC9.8K shares1.33%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F48.9K shares3.77%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS32.4K shares2.45%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP3.6K shares15.90%2026-03-312026-04-08

IVW ISHARES TR21.2K shares-24.74%2026-03-312026-04-08

AGG ISHARES TR23.7K shares119.76%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR4.1K shares-9.01%2026-03-312026-04-08

VB VANGUARD INDEX FDS8.8K shares6.79%2026-03-312026-04-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC14.8K shares2.50%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares3.78%2026-03-312026-04-08

SLYV SPDR SERIES TRUST21.6K shares10.31%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON8.2K shares-2.25%2026-03-312026-04-08

KO COCA COLA CO25.9K shares-1.47%2026-03-312026-04-08

MSFT MICROSOFT CORP4.9K shares14.33%2026-03-312026-04-08

AMZN AMAZON COM INC8.0K shares4.78%2026-03-312026-04-08

PFIG INVESCO EXCH TRADED FD TR II64.4K shares125.69%2026-03-312026-04-08

Sponsored

SPYG SPDR SERIES TRUST15.1K shares70.32%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS16.0K shares1.09%2026-03-312026-04-08

IAGG ISHARES TR25.7K shares-52.25%2026-03-312026-04-08

CVX CHEVRON CORPORATION6.2K shares-2.16%2026-03-312026-04-08

ABBV ABBVIE INC5.8K shares-0.15%2026-03-312026-04-08

WFC WELLS FARGO & CO15.6K shares10.16%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F15.2K shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T1.7K shares4.35%2026-03-312026-04-08

Sponsored

SMH VANECK ETF TRUST2.9K shares-20.63%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.1K shares0.75%2026-03-312026-04-08

RTX RTX CORPORATION5.4K shares-1.72%2026-03-312026-04-08

NVDA NVIDIA CORPORATION5.7K shares-4.90%2026-03-312026-04-08

WOOD ISHARES TR13.9K sharesnew addition2026-03-312026-04-08

SPSB SPDR SERIES TRUST30.9K shares310.48%2026-03-312026-04-08

BA BOEING CO4.7K shares3.33%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.4K sharesnew addition2026-03-312026-04-08

Sponsored

TSLA TESLA INC2.5K shares1.07%2026-03-312026-04-08

DIS DISNEY WALT CO8.5K shares-4.12%2026-03-312026-04-08

IWC ISHARES TR5.1K shares54.89%2026-03-312026-04-08

BHK BLACKROCK CORE BD TR87.1K shares63.61%2026-03-312026-04-08

RLY SSGA ACTIVE ETF TR22.0K shares26.58%2026-03-312026-04-08

EEM ISHARES TR13.6K shares81.21%2026-03-312026-04-08

MDYV SPDR SERIES TRUST8.8K shares1.21%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.6K shares1.54%2026-03-312026-04-08

Sponsored

BWX SPDR SERIES TRUST33.1K shares5.09%2026-03-312026-04-08

WMT WALMART INC5.7K shares13.57%2026-03-312026-04-08

VGT VANGUARD WORLD FD916 shares-1.08%2026-03-312026-04-08

CAT CATERPILLAR INC880 shares3.65%2026-03-312026-04-08

MNST MONSTER BEVERAGE CORP NEW8.6K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.1K shares2.22%2026-03-312026-04-08

META META PLATFORMS INC1.0K shares-15.89%2026-03-312026-04-08

EDF VIRTUS STONE HBR EMRG MKTS I123.5K shares62.00%2026-03-312026-04-08

Sponsored

IVV ISHARES TR893 shares35.10%2026-03-312026-04-08

FPX FIRST TR EXCHANGE-TRADED FD3.6K shares-39.90%2026-03-312026-04-08

ORCL ORACLE CORP3.8K shares2.42%2026-03-312026-04-08

NOBL PROSHARES TR5.2K shares-36.56%2026-03-312026-04-08

INTC INTEL CORP11.4K shares-18.25%2026-03-312026-04-08

PFF ISHARES TR15.7K shares9.65%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR10.1K shares86.05%2026-03-312026-04-08

UNP UNION PAC CORP1.9K shares2.87%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO3.1K shares1.86%2026-03-312026-04-08

CMF ISHARES TR7.8K shares2.11%2026-03-312026-04-08

IWV ISHARES TR1.2K shares31.60%2026-03-312026-04-08

SPAB SPDR SERIES TRUST16.3K shares80.69%2026-03-312026-04-08

MGK VANGUARD WORLD FD1.0K shares-34.03%2026-03-312026-04-08

RVT ROYCE SMALL CAP TRUST INC23.0K shares126.33%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.2K shares-3.61%2026-03-312026-04-08

PSK SPDR SERIES TRUST11.8K shares0.14%2026-03-312026-04-08

Sponsored

IWM ISHARES TR1.4K shares-6.39%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.2K shares2.92%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST7.5K shares-14.25%2026-03-312026-04-08

MCD MCDONALDS CORP1.1K shares1.79%2026-03-312026-04-08

CGUS CAPITAL GROUP CORE EQUITY ET8.6K shares-6.89%2026-03-312026-04-08

GWX SPDR INDEX SHS FDS7.8K shares-6.73%2026-03-312026-04-08

AGD ABRDN GLOBAL DYNAMIC DIVIDEN30.1K shares75.85%2026-03-312026-04-08

VHT VANGUARD WORLD FD1.2K shares-24.52%2026-03-312026-04-08

Sponsored

BWG BRANDYWINEGBL GBL INCM OPP F40.9K shares49.16%2026-03-312026-04-08

VBIL VANGUARD INSTL INDEX FD4.1K shares2.12%2026-03-312026-04-08

IJK ISHARES TR3.0K shares0.00%2026-03-312026-04-08

SPSM SPDR SERIES TRUST6.1K shares27.98%2026-03-312026-04-08

IWR ISHARES TR3.0K shares-11.24%2026-03-312026-04-08

JAVA J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2026-03-312026-04-08

IEFA ISHARES TR3.2K sharesnew addition2026-03-312026-04-08

NAC NUVEEN CA DIVI ADV MUN24.5K shares-16.66%2026-03-312026-04-08

Sponsored

SPYI NEOS ETF TRUST5.8K shares0.00%2026-03-312026-04-08

SPIB SPDR SERIES TRUST8.4K shares0.26%2026-03-312026-04-08

SPGI S&P GLOBAL INC651 shares-0.91%2026-03-312026-04-08

V VISA INC902 shares8.94%2026-03-312026-04-08

IJJ ISHARES TR2.0K shares0.00%2026-03-312026-04-08

SPMD SPDR SERIES TRUST4.6K shares0.07%2026-03-312026-04-08

PAA PLAINS ALL AMERN PIPELINE L11.9K shares0.00%2026-03-312026-04-08

BP BP PLC5.4K shares-24.14%2026-03-312026-04-08

Sponsored

IJR ISHARES TR2.0K shares0.30%2026-03-312026-04-08

PFE PFIZER INC8.8K shares-6.00%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS3.4K shares7.34%2026-03-312026-04-08

SCD LMP CAP & INCOME FD INC16.1K sharesnew addition2026-03-312026-04-08

CSCO CISCO SYS INC3.0K sharesnew addition2026-03-312026-04-08

BAC BANK AMERICA CORP4.8K shares0.02%2026-03-312026-04-08

PIM PUTNAM MASTER INTER INCOME T72.1K shares34.56%2026-03-312026-04-08

GEV GE VERNOVA INC266 sharesnew addition2026-03-312026-04-08

Sponsored

SPEM SPDR INDEX SHS FDS4.9K shares0.00%2026-03-312026-04-08

LINDE PLC LINDE PLC449 sharesnew addition2026-03-312026-04-08

IWY ISHARES TR894 shares14.62%2026-03-312026-04-08

EFV ISHARES TR3.0K shares0.00%2026-03-312026-04-08

HOOD ROBINHOOD MKTS INC3.2K shares31.91%2026-03-312026-04-08

CAH CARDINAL HEALTH INC1.0K shares0.00%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F3.7K sharesnew addition2026-03-312026-04-08

HII HUNTINGTON INGALLS INDS INC534 sharesnew addition2026-03-312026-04-08

Sponsored

RMT ROYCE MICRO-CAP TR INC17.2K sharesnew addition2026-03-312026-04-08

PGX INVESCO EXCH TRADED FD TR II17.3K shares0.00%2026-03-312026-04-08

IGR CBRE GBL REAL ESTATE INC FD41.7K shares73.60%2026-03-312026-04-08

BGT BLACKROCK FLOATING RATE INC14.7K sharesnew addition2026-03-312026-04-08

VCV INVESCO CALIF VALUE MUN INCO13.2K shares6.14%2026-03-312026-04-08

MCN XAI MADISON EQUITY PREMIUM I16.8K sharesnew addition2026-03-312026-04-08

EHI WESTERN ASSET GBL HIGH INC F11.9K shares-18.42%2026-03-312026-04-08

BNDX

VANGUARD CHARLOTTE FDS

9.96%

Shares1.1M

Event2026-03-31

Filed2026-04-08

CGXU

CAPITAL GROUP INTL FOCUS EQT

6.59%

Shares1.7M

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

6.75%

Shares214.1K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

10.33%

Shares791.3K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

26.07%

Shares686.1K

Event2026-03-31

Filed2026-04-08

BOND

PIMCO ETF TR

30.34%

Shares346.9K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

8.13%

Shares764.3K

Event2026-03-31

Filed2026-04-08

AVMV

AMERICAN CENTY ETF TR

44.23%

Shares407.8K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

31.63%

Shares669.8K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

20.35%

Shares349.6K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

18.30%

Shares817.7K

Event2026-03-31

Filed2026-04-08

IMCG

ISHARES TR

23.96%

Shares248.5K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

13.42%

Shares570.9K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

26.02%

Shares344.7K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

21.22%

Shares526.3K

Event2026-03-31

Filed2026-04-08

FYC

FIRST TR EXCHANGE-TRADED ALP

3.46%

Shares159.2K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

56.68%

Shares78.7K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

45.04%

Shares305.2K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

84.16%

Shares149.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.10%

Shares43.9K

Event2026-03-31

Filed2026-04-08

FPAG

INVESTMENT MANAGERS SER TR I

18.67%

Shares276.2K

Event2026-03-31

Filed2026-04-08

JPRE

J P MORGAN EXCHANGE TRADED F

31.21%

Shares173.0K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

11.08%

Shares127.8K

Event2026-03-31

Filed2026-04-08

TCAF

T ROWE PRICE ETF INC

28.38%

Shares208.7K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

47.17%

Shares16.0K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

34.99%

Shares36.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

7.92%

Shares11.0K

Event2026-03-31

Filed2026-04-08

VTEC

VANGUARD CALIF TAX FREE FDS

1.48%

Shares64.5K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

24.86%

Shares23.9K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

14.42%

Shares19.8K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

-13.16%

Shares41.8K

Event2026-03-31

Filed2026-04-08

VTES

VANGUARD WELLINGTON FD

4.44%

Shares51.1K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

2320.72%

Shares66.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

92.49%

Shares15.9K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

38.00%

Shares19.9K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

50.91%

Shares76.1K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-1.28%

Shares14.5K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

3.35%

Shares90.9K

Event2026-03-31

Filed2026-04-08

SHAG

WISDOMTREE TR

-3.32%

Shares83.1K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

5.94%

Shares25.7K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

148.40%

Shares37.9K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-0.87%

Shares10.9K

Event2026-03-31

Filed2026-04-08

VCLT

VANGUARD SCOTTSDALE FDS

73.46%

Shares46.3K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

75.41%

Shares31.3K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

2.88%

Shares40.5K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.35%

Shares17.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-1.65%

Shares10.0K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

-0.03%

Shares54.0K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

1.33%

Shares9.8K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

3.77%

Shares48.9K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

2.45%

Shares32.4K

Event2026-03-31

Filed2026-04-08

NOC

NORTHROP GRUMMAN CORP

15.90%

Shares3.6K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

-24.74%

Shares21.2K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

119.76%

Shares23.7K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-9.01%

Shares4.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

6.79%

Shares8.8K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

2.50%

Shares14.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

3.78%

Shares4.3K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

10.31%

Shares21.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-2.25%

Shares8.2K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-1.47%

Shares25.9K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

14.33%

Shares4.9K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

4.78%

Shares8.0K

Event2026-03-31

Filed2026-04-08

PFIG

INVESCO EXCH TRADED FD TR II

125.69%

Shares64.4K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

70.32%

Shares15.1K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

1.09%

Shares16.0K

Event2026-03-31

Filed2026-04-08

IAGG

ISHARES TR

-52.25%

Shares25.7K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-2.16%

Shares6.2K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-0.15%

Shares5.8K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

10.16%

Shares15.6K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

4.35%

Shares1.7K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

-20.63%

Shares2.9K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.75%

Shares1.1K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-1.72%

Shares5.4K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-4.90%

Shares5.7K

Event2026-03-31

Filed2026-04-08

WOOD

ISHARES TR

New

Shares13.9K

Event2026-03-31

Filed2026-04-08

SPSB

SPDR SERIES TRUST

310.48%

Shares30.9K

Event2026-03-31

Filed2026-04-08

BOEING CO

3.33%

Shares4.7K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

New

Shares17.4K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

1.07%

Shares2.5K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

-4.12%

Shares8.5K

Event2026-03-31

Filed2026-04-08

IWC

ISHARES TR

54.89%

Shares5.1K

Event2026-03-31

Filed2026-04-08

BHK

BLACKROCK CORE BD TR

63.61%

Shares87.1K

Event2026-03-31

Filed2026-04-08

RLY

SSGA ACTIVE ETF TR

26.58%

Shares22.0K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

81.21%

Shares13.6K

Event2026-03-31

Filed2026-04-08

MDYV

SPDR SERIES TRUST

1.21%

Shares8.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

1.54%

Shares2.6K

Event2026-03-31

Filed2026-04-08

BWX

SPDR SERIES TRUST

5.09%

Shares33.1K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

13.57%

Shares5.7K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-1.08%

Shares916

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

3.65%

Shares880

Event2026-03-31

Filed2026-04-08

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.22%

Shares2.1K

Event2026-03-31

Filed2026-04-08