Sponsored

The Analysis of Elm Partners Management LLC's Holdings & P&L

Currently, Elm Partners Management LLC holds 158 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in VBIL (+1.7M shares, valued at $131.1M), ELM (+1.5M shares, valued at $40.1M), SCHP (+993.4K shares, valued at $26.4M); decreased their positions in STIP (-249.3K shares, valued at $25.8M), SGOV (-194.7K shares, valued at $19.6M), BND (-246.4K shares, valued at $18.1M); initiated new positions in XLV (+4.4K shares, valued at $631.2K), CVX (+1.4K shares, valued at $285.4K), VSS (+1.9K shares, valued at $268.2K).

1M P&L

+59.0M+2.69%

3M P&L

+20.5M+0.92%

HY P&L

+158.7M+7.59%

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/A2.0B

96.6%

2Semiconductors23.0M

1.1%

3Software - Infrastructure8.2M

0.4%

Top Industries by Stock Count

1N/A81 stocks

58.7%

2Drug Manufacturers - General5 stocks

3.6%

3Software - Infrastructure5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS960.2K shares-3.60%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F4.6M shares0.14%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR8.1M shares14.05%2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F2.1M shares-3.60%2026-03-312026-05-13

ELM SERIES PORTFOLIOS TR6.0M shares33.57%2026-03-312026-05-13

VBIL VANGUARD INSTL INDEX FD1.8M shares1592.06%2026-03-312026-05-13

IEMG ISHARES INC1.8M shares20.70%2026-03-312026-05-13

VPL VANGUARD INTL EQUITY INDEX F1.2M shares1.44%2026-03-312026-05-13

Sponsored

IEUR ISHARES TR1.1M shares16.47%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS1.2M shares-12.25%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS106.8K shares-11.36%2026-03-312026-05-13

ITOT ISHARES TR431.4K shares6.72%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS745.6K shares-24.84%2026-03-312026-05-13

BBEU J P MORGAN EXCHANGE TRADED F632.3K shares13.70%2026-03-312026-05-13

IPAC ISHARES TR507.8K shares3.74%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS827.0K shares-5.64%2026-03-312026-05-13

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F320.7K shares8.66%2026-03-312026-05-13

SGOV ISHARES TR284.4K shares-40.64%2026-03-312026-05-13

AGG ISHARES TR275.7K shares-5.50%2026-03-312026-05-13

VTV VANGUARD INDEX FDS139.2K shares10.52%2026-03-312026-05-13

VB VANGUARD INDEX FDS85.4K shares14.13%2026-03-312026-05-13

SCHH SCHWAB STRATEGIC TR1.0M shares61.08%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS375.4K shares-17.07%2026-03-312026-05-13

STIP ISHARES TR179.3K shares-58.18%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION110.7K shares0.48%2026-03-312026-05-13

SPYM SPDR SERIES TRUST211.3K shares391.70%2026-03-312026-05-13

MUB ISHARES TR140.4K shares7.91%2026-03-312026-05-13

IVV ISHARES TR14.7K shares0.91%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS94.0K shares-2.12%2026-03-312026-05-13

AAPL APPLE INC25.8K shares30.05%2026-03-312026-05-13

EWC ISHARES INC112.1K shares-0.36%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST85.0K shares20.40%2026-03-312026-05-13

Sponsored

IUSV ISHARES TR49.8K shares10.24%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR197.3K shares20.55%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO19.1K shares0.00%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T6.2K shares-2.67%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS60.0K shares1.65%2026-03-312026-05-13

COHERENT CORP COHERENT CORP16.0K shares-20.00%2026-03-312026-05-13

LLY ELI LILLY & CO3.9K shares1.04%2026-03-312026-05-13

Sponsored

XLK SELECT SECTOR SPDR TR26.9K shares-1.76%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC7.6K shares-16.49%2026-03-312026-05-13

VFH VANGUARD WORLD FD23.5K shares-37.87%2026-03-312026-05-13

IJR ISHARES TR22.5K shares6.98%2026-03-312026-05-13

BN BROOKFIELD CORP69.8K shares0.00%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR52.0K shares-9.37%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR103.0K shares-3.58%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS10.4K shares-3.72%2026-03-312026-05-13

Sponsored

VCR VANGUARD WORLD FD6.8K shares-8.90%2026-03-312026-05-13

VIS VANGUARD WORLD FD7.0K shares1.38%2026-03-312026-05-13

VOX VANGUARD WORLD FD12.0K shares-7.01%2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.4K shares0.27%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR70.1K shares95.81%2026-03-312026-05-13

VHT VANGUARD WORLD FD7.3K shares-26.90%2026-03-312026-05-13

MSFT MICROSOFT CORP5.4K shares0.62%2026-03-312026-05-13

RTX RTX CORPORATION9.4K shares0.97%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC6.0K shares20.92%2026-03-312026-05-13

IVE ISHARES TR7.8K shares0.26%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR9.9K shares26.81%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC7.9K shares-1.84%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS7.2K shares59.77%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP7.3K shares0.00%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F19.9K shares116.85%2026-03-312026-05-13

VXUS VANGUARD STAR FDS18.4K shares-0.02%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION1.3K shares16.90%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.5K shares2.26%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares22.37%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO4.1K shares0.58%2026-03-312026-05-13

IEFA ISHARES TR12.8K shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.8K shares4.94%2026-03-312026-05-13

FLCA FRANKLIN TEMPLETON ETF TR22.6K shares-26.48%2026-03-312026-05-13

XOM EXXON MOBIL CORP6.0K shares6.15%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC4.7K shares1.92%2026-03-312026-05-13

IWM ISHARES TR4.2K shares49.71%2026-03-312026-05-13

AMZN AMAZON COM INC4.8K shares9.41%2026-03-312026-05-13

D DOMINION ENERGY INC13.1K shares0.00%2026-03-312026-05-13

VDC VANGUARD WORLD FD3.5K shares114.13%2026-03-312026-05-13

META META PLATFORMS INC1.4K shares8.64%2026-03-312026-05-13

VBR VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR6.5K shares193.33%2026-03-312026-05-13

Sponsored

MKL MARKEL GROUP INC364 shares4.30%2026-03-312026-05-13

ALNY ALNYLAM PHARMACEUTICALS INC2.0K shares1.74%2026-03-312026-05-13

VOE VANGUARD INDEX FDS3.6K shares-0.78%2026-03-312026-05-13

OEF ISHARES TR2.1K shares4.73%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-05-13

SRE SEMPRA6.3K shares3.02%2026-03-312026-05-13

IUSG ISHARES TR4.1K shares-1.16%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR5.5K shares80.02%2026-03-312026-05-13

Sponsored

WMT WALMART INC4.5K shares12.25%2026-03-312026-05-13

OTF BLUE OWL TECHNOLOGY FIN CORP44.0K shares100.01%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR17.9K shares0.01%2026-03-312026-05-13

VGT VANGUARD WORLD FD6.4K shares23.04%2026-03-312026-05-13

TIP ISHARES TR4.8K shares-6.43%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR6.2K shares5.01%2026-03-312026-05-13

PLD PROLOGIS INC.4.0K shares0.05%2026-03-312026-05-13

LINDE PLC LINDE PLC1.0K shares19.17%2026-03-312026-05-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares0.00%2026-03-312026-05-13

CAT CATERPILLAR INC754 shares4.29%2026-03-312026-05-13

BAC BANK AMERICA CORP10.5K shares3.81%2026-03-312026-05-13

IVW ISHARES TR4.4K shares0.09%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.3K shares0.00%2026-03-312026-05-13

VLO VALERO ENERGY CORP1.8K shares7.76%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.1K shares5.33%2026-03-312026-05-13

BIL SPDR SERIES TRUST4.7K shares-29.54%2026-03-312026-05-13

Sponsored

VST VISTRA CORP2.9K shares3.36%2026-03-312026-05-13

ASML ASML HLDG NV341 shares0.00%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC4.6K shares0.00%2026-03-312026-05-13

IWN ISHARES TR2.3K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP2.9K shares-0.07%2026-03-312026-05-13

DLO DLOCAL LTD32.0K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED791 shares27.58%2026-03-312026-05-13

V VISA INC1.3K shares-3.21%2026-03-312026-05-13

Sponsored

IWO ISHARES TR1.2K shares62.11%2026-03-312026-05-13

IWD ISHARES TR1.8K shares0.17%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC3.1K shares0.00%2026-03-312026-05-13

MELI MERCADOLIBRE INC224 shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP599 shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC.3.8K shares-60.84%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.6K shares0.12%2026-03-312026-05-13

GLD SPDR GOLD TR839 shares0.12%2026-03-312026-05-13

Sponsored

DE DEERE & CO616 shares19.61%2026-03-312026-05-13

VAW VANGUARD WORLD FD1.5K shares36.07%2026-03-312026-05-13

NEE NEXTERA ENERGY INC3.4K shares16.54%2026-03-312026-05-13

IJK ISHARES TR3.2K shares0.12%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.3K shares12.38%2026-03-312026-05-13

VWOB VANGUARD WHITEHALL FDS4.8K shares0.02%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR3.8K shares1.62%2026-03-312026-05-13

LOW LOWES COS INC1.3K shares0.08%2026-03-312026-05-13

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL828 shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC636 shares19.77%2026-03-312026-05-13

IWS ISHARES TR1.9K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP885 shares0.00%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC840 shares0.00%2026-03-312026-05-13

APH AMPHENOL CORP2.3K shares0.00%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F1.9K sharesnew addition2026-03-312026-05-13

Sponsored

SPYV SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS3.3K sharesnew addition2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS3.3K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC1.5K shares0.00%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR8.0K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR9.7K shares0.02%2026-03-312026-05-13

IWF ISHARES TR2.3K shares38.66%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC501 shares0.20%2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR427 shares-12.86%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC293 shares-17.70%2026-03-312026-05-13

VUG VANGUARD INDEX FDS3.4K shares39.23%2026-03-312026-05-13

DIS DISNEY WALT CO2.5K shares-3.23%2026-03-312026-05-13

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-05-13

EEM ISHARES TR4.0K sharesnew addition2026-03-312026-05-13

TJX TJX COS INC NEW1.4K sharesnew addition2026-03-312026-05-13

Sponsored

KMI KINDER MORGAN INC DEL6.5K sharesnew addition2026-03-312026-05-13

SLV ISHARES SILVER TR3.4K shares0.00%2026-03-312026-05-13

IJJ ISHARES TR1.7K shares0.36%2026-03-312026-05-13

URA GLOBAL X FDS4.7K shares0.00%2026-03-312026-05-13

WFC WELLS FARGO & CO2.7K sharesnew addition2026-03-312026-05-13

SAN BANCO SANTANDER SA16.8K shares0.00%2026-03-312026-05-13

VTI

VANGUARD INDEX FDS

-3.60%

Shares960.2K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

0.14%

Shares4.6M

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

14.05%

Shares8.1M

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD INTL EQUITY INDEX F

-3.60%

Shares2.1M

Event2026-03-31

Filed2026-05-13

ELM

SERIES PORTFOLIOS TR

33.57%

Shares6.0M

Event2026-03-31

Filed2026-05-13

VBIL

VANGUARD INSTL INDEX FD

1592.06%

Shares1.8M

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

20.70%

Shares1.8M

Event2026-03-31

Filed2026-05-13

VPL

VANGUARD INTL EQUITY INDEX F

1.44%

Shares1.2M

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES TR

16.47%

Shares1.1M

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

-12.25%

Shares1.2M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-11.36%

Shares106.8K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

6.72%

Shares431.4K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

-24.84%

Shares745.6K

Event2026-03-31

Filed2026-05-13

BBEU

J P MORGAN EXCHANGE TRADED F

13.70%

Shares632.3K

Event2026-03-31

Filed2026-05-13

IPAC

ISHARES TR

3.74%

Shares507.8K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

-5.64%

Shares827.0K

Event2026-03-31

Filed2026-05-13

J P MORGAN EXCHANGE TRADED F

8.66%

Shares320.7K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

-40.64%

Shares284.4K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-5.50%

Shares275.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

10.52%

Shares139.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

14.13%

Shares85.4K

Event2026-03-31

Filed2026-05-13

SCHH

SCHWAB STRATEGIC TR

61.08%

Shares1.0M

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

-17.07%

Shares375.4K

Event2026-03-31

Filed2026-05-13

STIP

ISHARES TR

-58.18%

Shares179.3K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.48%

Shares110.7K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

391.70%

Shares211.3K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

7.91%

Shares140.4K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.91%

Shares14.7K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-2.12%

Shares94.0K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

30.05%

Shares25.8K

Event2026-03-31

Filed2026-05-13

EWC

ISHARES INC

-0.36%

Shares112.1K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

20.40%

Shares85.0K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

10.24%

Shares49.8K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

20.55%

Shares197.3K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-2.67%

Shares6.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

1.65%

Shares60.0K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

-20.00%

Shares16.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

1.04%

Shares3.9K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-1.76%

Shares26.9K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

-16.49%

Shares7.6K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

-37.87%

Shares23.5K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

6.98%

Shares22.5K

Event2026-03-31

Filed2026-05-13

BROOKFIELD CORP

0.00%

Shares69.8K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-9.37%

Shares52.0K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

-3.58%

Shares103.0K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

-3.72%

Shares10.4K

Event2026-03-31

Filed2026-05-13

VCR

VANGUARD WORLD FD

-8.90%

Shares6.8K

Event2026-03-31

Filed2026-05-13

VIS

VANGUARD WORLD FD

1.38%

Shares7.0K

Event2026-03-31

Filed2026-05-13

VOX

VANGUARD WORLD FD

-7.01%

Shares12.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.27%

Shares7.4K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

95.81%

Shares70.1K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

-26.90%

Shares7.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.62%

Shares5.4K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.97%

Shares9.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

20.92%

Shares6.0K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.26%

Shares7.8K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

26.81%

Shares9.9K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-1.84%

Shares7.9K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

59.77%

Shares7.2K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

116.85%

Shares19.9K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-0.02%

Shares18.4K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

16.90%

Shares1.3K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

2.26%

Shares9.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

22.37%

Shares2.6K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.58%

Shares4.1K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

4.94%

Shares3.8K

Event2026-03-31

Filed2026-05-13

FLCA

FRANKLIN TEMPLETON ETF TR

-26.48%

Shares22.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

6.15%

Shares6.0K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

1.92%

Shares4.7K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

49.71%

Shares4.2K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

9.41%

Shares4.8K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD WORLD FD

114.13%

Shares3.5K

Event2026-03-31

Filed2026-05-13