Sponsored

The Analysis of Elmwood Wealth Management, Inc.'s Holdings & P&L

Currently, Elmwood Wealth Management, Inc. holds 178 types of securities in its portfolio with a total value $361.6M. In the most recent quarter, they have increased their positions in N/A (+221.0K shares, valued at $4.1M), BIL (+44.1K shares, valued at $4.0M), TFLO (+76.1K shares, valued at $3.9M); decreased their positions in PJAN (-75.3K shares, valued at $3.5M), POCT (-59.3K shares, valued at $2.6M), JMST (-7.1K shares, valued at $362.5K); initiated new positions in N/A (+221.0K shares, valued at $4.1M), IVV (+5.2K shares, valued at $3.4M), N/A (+137.2K shares, valued at $3.4M).

1M P&L

+7.7M+2.26%

3M P&L

+8.8M+2.58%

HY P&L

+22.3M+6.81%

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/A255.9M

77.9%

2Consumer Electronics9.2M

2.8%

3Semiconductors9.1M

2.8%

Top Industries by Stock Count

1N/A98 stocks

62.4%

2Drug Manufacturers - General6 stocks

3.8%

3Biotechnology4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TFLO ISHARES TR246.8K shares44.61%2026-03-312026-04-09

CALI BLACKROCK ETF TRUST II211.9K shares29.02%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS154.6K shares2.60%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F188.3K shares30.94%2026-03-312026-04-09

AAPL APPLE INC36.4K shares4.96%2026-03-312026-04-09

IDVO AMPLIFY ETF TR201.5K shares18.97%2026-03-312026-04-09

SUB ISHARES TR75.7K shares20.23%2026-03-312026-04-09

LOUP INNOVATOR ETFS TRUST115.5K shares26.17%2026-03-312026-04-09

Sponsored

USFR WISDOMTREE TR155.4K shares65.96%2026-03-312026-04-09

AIRR FIRST TR EXCHANGE TRADED FD68.0K shares16.88%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F147.2K shares-4.61%2026-03-312026-04-09

IEMG ISHARES INC101.8K shares67.33%2026-03-312026-04-09

TOTL SSGA ACTIVE ETF TR175.2K shares11.15%2026-03-312026-04-09

IEFA ISHARES TR73.7K shares4.63%2026-03-312026-04-09

NVDA NVIDIA CORPORATION38.1K shares4.08%2026-03-312026-04-09

GPIX GOLDMAN SACHS ETF TR126.8K shares62.69%2026-03-312026-04-09

Sponsored

DFCA DIMENSIONAL ETF TRUST117.8K shares43.36%2026-03-312026-04-09

BIL SPDR SERIES TRUST59.7K shares284.66%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS88.3K shares0.16%2026-03-312026-04-09

JPIB J P MORGAN EXCHANGE TRADED F107.0K shares34.04%2026-03-312026-04-09

PAPR INNOVATOR ETFS TRUST127.9K shares2.28%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR194.1K shares11.24%2026-03-312026-04-09

ALPHABET INC ALPHABET INC17.3K shares-0.06%2026-03-312026-04-09

EUSA ISHARES INC45.7K shares91.79%2026-03-312026-04-09

Sponsored

VTI VANGUARD INDEX FDS13.9K shares443.04%2026-03-312026-04-09

MEAR ISHARES U S ETF TR88.0K shares-1.42%2026-03-312026-04-09

CMF ISHARES TR77.9K shares14.51%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F80.9K shares63.50%2026-03-312026-04-09

ALPHABET INC ALPHABET INC15.0K shares-2.22%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.8K shares3.68%2026-03-312026-04-09

SCHC SCHWAB STRATEGIC TR88.8K shares6.73%2026-03-312026-04-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST221.0K sharesnew addition2026-03-312026-04-09

Sponsored

BNDX VANGUARD CHARLOTTE FDS82.5K shares29.10%2026-03-312026-04-09

ELD WISDOMTREE TR142.1K shares17.56%2026-03-312026-04-09

AMZN AMAZON COM INC18.6K shares-2.86%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS17.4K shares7.05%2026-03-312026-04-09

GSLC GOLDMAN SACHS ETF TR28.1K shares10.90%2026-03-312026-04-09

MSFT MICROSOFT CORP9.4K shares14.37%2026-03-312026-04-09

IVV ISHARES TR5.2K sharesnew addition2026-03-312026-04-09

PWZ INVESCO EXCH TRADED FD TR II141.9K shares10.29%2026-03-312026-04-09

Sponsored

GSIE GOLDMAN SACHS ETF TR78.1K shares-0.02%2026-03-312026-04-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST137.2K sharesnew addition2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS67.1K shares2.62%2026-03-312026-04-09

FLOT ISHARES TR65.5K shares-3.25%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION3.3K shares-1.61%2026-03-312026-04-09

VRP INVESCO EXCH TRADED FD TR II133.0K shares-3.39%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T4.7K shares12.54%2026-03-312026-04-09

PJUL INNOVATOR ETFS TRUST64.4K shares8.31%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO9.8K shares-2.35%2026-03-312026-04-09

MA MASTERCARD INCORPORATED5.5K shares-3.15%2026-03-312026-04-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST140.4K sharesnew addition2026-03-312026-04-09

SCZ ISHARES TR30.3K shares-2.22%2026-03-312026-04-09

ULST SSGA ACTIVE ETF TR48.0K shares-2.54%2026-03-312026-04-09

SHM SPDR SERIES TRUST39.8K shares3.26%2026-03-312026-04-09

ROK ROCKWELL AUTOMATION INC4.6K shares-0.48%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP16.7K shares1.83%2026-03-312026-04-09

Sponsored

ABT ABBOTT LABORATORIES15.1K shares-4.85%2026-03-312026-04-09

ACWI ISHARES TR10.9K shares17.61%2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC5.2K shares-4.22%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC5.4K shares-4.66%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR49.9K shares-0.13%2026-03-312026-04-09

INTU INTUIT3.3K shares34.17%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON5.7K shares-1.57%2026-03-312026-04-09

CRM SALESFORCE INC7.5K shares-1.82%2026-03-312026-04-09

Sponsored

PEP PEPSICO INC8.8K shares-4.77%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST25.6K shares9.41%2026-03-312026-04-09

CENCORA INC CENCORA INC4.3K shares-0.93%2026-03-312026-04-09

NTLA INTELLIA THERAPEUTICS INC102.9K shares32.08%2026-03-312026-04-09

MCHP MICROCHIP TECHNOLOGY INC.20.1K shares-2.08%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND2.7K sharesnew addition2026-03-312026-04-09

UNP UNION PAC CORP5.2K shares-6.49%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR7.7K shares1.64%2026-03-312026-04-09

Sponsored

V VISA INC4.1K shares1.48%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.4K shares3.11%2026-03-312026-04-09

MUB ISHARES TR11.5K shares-6.14%2026-03-312026-04-09

RSPT INVESCO EXCHANGE TRADED FD T26.2K shares11.94%2026-03-312026-04-09

PG PROCTER & GAMBLE CO8.2K shares-1.69%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR36.8K shares0.82%2026-03-312026-04-09

ECL ECOLAB INC4.1K shares-3.68%2026-03-312026-04-09

GEM GOLDMAN SACHS ETF TR25.1K shares0.00%2026-03-312026-04-09

Sponsored

D DOMINION ENERGY INC17.5K shares0.11%2026-03-312026-04-09

IWD ISHARES TR5.0K shares11.87%2026-03-312026-04-09

DHR DANAHER CORP DEL5.7K shares-8.67%2026-03-312026-04-09

HON HONEYWELL INTL INC4.7K shares2.37%2026-03-312026-04-09

DIS DISNEY WALT CO10.8K shares-14.54%2026-03-312026-04-09

CSM PROSHARES TR13.9K shares0.00%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR20.2K shares22.13%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC5.6K shares-4.18%2026-03-312026-04-09

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST51.6K sharesnew addition2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR7.1K shares-2.52%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares2.82%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC5.7K shares47.94%2026-03-312026-04-09

NFLX NETFLIX INC.9.5K sharesnew addition2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC2.4K shares-0.96%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR34.0K shares-10.53%2026-03-312026-04-09

TSLA TESLA INC2.2K shares1.63%2026-03-312026-04-09

Sponsored

MLN VANECK ETF TRUST45.8K shares-5.15%2026-03-312026-04-09

VTV VANGUARD INDEX FDS4.0K shares1.51%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC6.8K shares-0.37%2026-03-312026-04-09

LLY ELI LILLY & CO833 shares2.08%2026-03-312026-04-09

XOM EXXON MOBIL CORP4.4K sharesnew addition2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares80.67%2026-03-312026-04-09

PIO INVESCO EXCH TRADED FD TR II15.8K shares-19.67%2026-03-312026-04-09

MTUM ISHARES TR2.8K shares11.86%2026-03-312026-04-09

Sponsored

XLV SELECT SECTOR SPDR TR4.6K shares19.30%2026-03-312026-04-09

CVX CHEVRON CORPORATION3.2K shares-9.90%2026-03-312026-04-09

TDIV FIRST TR EXCHANGE TRADED FD6.8K shares0.00%2026-03-312026-04-09

VXUS VANGUARD STAR FDS8.2K shares0.49%2026-03-312026-04-09

VT VANGUARD INTL EQUITY INDEX F4.3K shares9.87%2026-03-312026-04-09

VGK VANGUARD INTL EQUITY INDEX F7.1K shares1.51%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC3.5K shares-0.37%2026-03-312026-04-09

DLR DIGITAL RLTY TR INC3.2K shares1.26%2026-03-312026-04-09

Sponsored

XENE XENON PHARMACEUTICALS INC9.8K shares-8.83%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR965 shares0.00%2026-03-312026-04-09

NKE NIKE INC10.4K shares-0.36%2026-03-312026-04-09

POCT INNOVATOR ETFS TRUST12.2K shares-82.94%2026-03-312026-04-09

TBIL RBB FD INC10.3K shares0.00%2026-03-312026-04-09

PJAN INNOVATOR ETFS TRUST11.0K shares-87.23%2026-03-312026-04-09

NVS NOVARTIS AG3.2K shares-2.99%2026-03-312026-04-09

MKC MCCORMICK & CO INC9.8K shares-4.10%2026-03-312026-04-09

Sponsored

ABBV ABBVIE INC2.3K shares-15.12%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC4.0K shares-2.76%2026-03-312026-04-09

PULS PGIM ETF TR8.9K shares0.00%2026-03-312026-04-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST17.9K sharesnew addition2026-03-312026-04-09

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST17.0K sharesnew addition2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS9.2K shares0.00%2026-03-312026-04-09

SBUX STARBUCKS CORP4.6K shares-3.57%2026-03-312026-04-09

SO SOUTHERN CO4.2K shares5.25%2026-03-312026-04-09

Sponsored

ALPS ETF TR ALPS ETF TR7.2K shares11.19%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.4K shares0.00%2026-03-312026-04-09

GSST GOLDMAN SACHS ETF TR7.9K shares-7.19%2026-03-312026-04-09

RFLR INNOVATOR ETFS TRUST13.6K sharesnew addition2026-03-312026-04-09

QFLR INNOVATOR ETFS TRUST11.8K sharesnew addition2026-03-312026-04-09

TLT ISHARES TR4.5K sharesnew addition2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS4.9K shares0.00%2026-03-312026-04-09

RSPH INVESCO EXCHANGE TRADED FD T12.6K shares4.05%2026-03-312026-04-09

Sponsored

MOAT VANECK ETF TRUST3.8K shares38.73%2026-03-312026-04-09

PFE PFIZER INC13.0K shares-0.64%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-0.12%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares6.06%2026-03-312026-04-09

IXC ISHARES TR6.2K sharesnew addition2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR11.3K shares-1.57%2026-03-312026-04-09

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-03-312026-04-09

VB VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-09

Sponsored

URI UNITED RENTALS INC446 shares-2.19%2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP1.1K shares0.00%2026-03-312026-04-09

CIBR FIRST TR EXCHANGE-TRADED FD5.1K sharesnew addition2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC636 shares12.37%2026-03-312026-04-09

PAUG INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-09

MO ALTRIA GROUP INC4.7K shares1.37%2026-03-312026-04-09

META META PLATFORMS INC544 shares0.00%2026-03-312026-04-09

RTX RTX CORPORATION1.6K shares-19.98%2026-03-312026-04-09

Sponsored

USXF ISHARES TR5.3K shares0.00%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR4.8K shares-0.85%2026-03-312026-04-09

SHY ISHARES TR3.5K shares23.18%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO4.8K shares0.00%2026-03-312026-04-09

KOCT INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-04-09

IWM ISHARES TR1.1K shares1.59%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS1.1K shares4.03%2026-03-312026-04-09

Sponsored

VZ VERIZON COMMUNICATIONS INC5.5K shares0.50%2026-03-312026-04-09

ESGD ISHARES TR2.8K sharesnew addition2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP994 shares8.16%2026-03-312026-04-09

FCOM FIDELITY COVINGTON TRUST3.8K shares0.00%2026-03-312026-04-09

DSI ISHARES TR2.1K shares0.00%2026-03-312026-04-09

BAC BANK AMERICA CORP5.1K shares3.36%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC665 sharesnew addition2026-03-312026-04-09

ESGE ISHARES INC4.8K sharesnew addition2026-03-312026-04-09

Sponsored

XLY SELECT SECTOR SPDR TR2.0K shares9.15%2026-03-312026-04-09

MCD MCDONALDS CORP685 shares3.01%2026-03-312026-04-09

UJAN INNOVATOR ETFS TRUST5.0K shares0.00%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F1.4K shares0.00%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO685 shares-16.46%2026-03-312026-04-09

DFAT DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-03-312026-04-09

VSDM VANGUARD MUN BD FDS2.7K shares0.52%2026-03-312026-04-09

Sponsored

GERN GERON CORP29.8K shares5.73%2026-03-312026-04-09

CDXS CODEXIS INC21.7K shares0.00%2026-03-312026-04-09

TFLO

ISHARES TR

44.61%

Shares246.8K

Event2026-03-31

Filed2026-04-09

CALI

BLACKROCK ETF TRUST II

29.02%

Shares211.9K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

2.60%

Shares154.6K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

30.94%

Shares188.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

4.96%

Shares36.4K

Event2026-03-31

Filed2026-04-09

IDVO

AMPLIFY ETF TR

18.97%

Shares201.5K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

20.23%

Shares75.7K

Event2026-03-31

Filed2026-04-09

LOUP

INNOVATOR ETFS TRUST

26.17%

Shares115.5K

Event2026-03-31

Filed2026-04-09

USFR

WISDOMTREE TR

65.96%

Shares155.4K

Event2026-03-31

Filed2026-04-09

AIRR

FIRST TR EXCHANGE TRADED FD

16.88%

Shares68.0K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

-4.61%

Shares147.2K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

67.33%

Shares101.8K

Event2026-03-31

Filed2026-04-09

TOTL

SSGA ACTIVE ETF TR

11.15%

Shares175.2K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

4.63%

Shares73.7K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

4.08%

Shares38.1K

Event2026-03-31

Filed2026-04-09

GPIX

GOLDMAN SACHS ETF TR

62.69%

Shares126.8K

Event2026-03-31

Filed2026-04-09

DFCA

DIMENSIONAL ETF TRUST

43.36%

Shares117.8K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

284.66%

Shares59.7K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

0.16%

Shares88.3K

Event2026-03-31

Filed2026-04-09

JPIB

J P MORGAN EXCHANGE TRADED F

34.04%

Shares107.0K

Event2026-03-31

Filed2026-04-09

PAPR

INNOVATOR ETFS TRUST

2.28%

Shares127.9K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

11.24%

Shares194.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-0.06%

Shares17.3K

Event2026-03-31

Filed2026-04-09

EUSA

ISHARES INC

91.79%

Shares45.7K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

443.04%

Shares13.9K

Event2026-03-31

Filed2026-04-09

MEAR

ISHARES U S ETF TR

-1.42%

Shares88.0K

Event2026-03-31

Filed2026-04-09

CMF

ISHARES TR

14.51%

Shares77.9K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

63.50%

Shares80.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.22%

Shares15.0K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

3.68%

Shares8.8K

Event2026-03-31

Filed2026-04-09

SCHC

SCHWAB STRATEGIC TR

6.73%

Shares88.8K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares221.0K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

29.10%

Shares82.5K

Event2026-03-31

Filed2026-04-09

ELD

WISDOMTREE TR

17.56%

Shares142.1K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-2.86%

Shares18.6K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

7.05%

Shares17.4K

Event2026-03-31

Filed2026-04-09

GSLC

GOLDMAN SACHS ETF TR

10.90%

Shares28.1K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

14.37%

Shares9.4K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-09

PWZ

INVESCO EXCH TRADED FD TR II

10.29%

Shares141.9K

Event2026-03-31

Filed2026-04-09

GSIE

GOLDMAN SACHS ETF TR

-0.02%

Shares78.1K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares137.2K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

2.62%

Shares67.1K

Event2026-03-31

Filed2026-04-09

FLOT

ISHARES TR

-3.25%

Shares65.5K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-1.61%

Shares3.3K

Event2026-03-31

Filed2026-04-09

VRP

INVESCO EXCH TRADED FD TR II

-3.39%

Shares133.0K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

12.54%

Shares4.7K

Event2026-03-31

Filed2026-04-09

PJUL

INNOVATOR ETFS TRUST

8.31%

Shares64.4K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-2.35%

Shares9.8K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

-3.15%

Shares5.5K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares140.4K

Event2026-03-31

Filed2026-04-09

SCZ

ISHARES TR

-2.22%

Shares30.3K

Event2026-03-31

Filed2026-04-09

ULST

SSGA ACTIVE ETF TR

-2.54%

Shares48.0K

Event2026-03-31

Filed2026-04-09

SHM

SPDR SERIES TRUST

3.26%

Shares39.8K

Event2026-03-31

Filed2026-04-09

ROK

ROCKWELL AUTOMATION INC

-0.48%

Shares4.6K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

1.83%

Shares16.7K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

-4.85%

Shares15.1K

Event2026-03-31

Filed2026-04-09

ACWI

ISHARES TR

17.61%

Shares10.9K

Event2026-03-31

Filed2026-04-09

TRV

TRAVELERS COMPANIES INC

-4.22%

Shares5.2K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-4.66%

Shares5.4K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

-0.13%

Shares49.9K

Event2026-03-31

Filed2026-04-09

INTU

INTUIT

34.17%

Shares3.3K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-1.57%

Shares5.7K

Event2026-03-31

Filed2026-04-09

CRM

SALESFORCE INC

-1.82%

Shares7.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-4.77%

Shares8.8K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

9.41%

Shares25.6K

Event2026-03-31

Filed2026-04-09

CENCORA INC

-0.93%

Shares4.3K

Event2026-03-31

Filed2026-04-09

NTLA

INTELLIA THERAPEUTICS INC

32.08%

Shares102.9K

Event2026-03-31

Filed2026-04-09

MCHP

MICROCHIP TECHNOLOGY INC.

-2.08%

Shares20.1K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

New

Shares2.7K

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

-6.49%

Shares5.2K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

1.64%

Shares7.7K

Event2026-03-31

Filed2026-04-09

VISA INC

1.48%

Shares4.1K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

3.11%

Shares6.4K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-6.14%

Shares11.5K

Event2026-03-31

Filed2026-04-09

RSPT

INVESCO EXCHANGE TRADED FD T

11.94%

Shares26.2K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-1.69%

Shares8.2K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

0.82%

Shares36.8K

Event2026-03-31

Filed2026-04-09

ECL

ECOLAB INC

-3.68%

Shares4.1K

Event2026-03-31

Filed2026-04-09

GEM

GOLDMAN SACHS ETF TR

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-09

DOMINION ENERGY INC

0.11%

Shares17.5K

Event2026-03-31

Filed2026-04-09

IWD

ISHARES TR

11.87%

Shares5.0K

Event2026-03-31

Filed2026-04-09

DHR

DANAHER CORP DEL

-8.67%

Shares5.7K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

2.37%

Shares4.7K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

-14.54%

Shares10.8K

Event2026-03-31

Filed2026-04-09

CSM

PROSHARES TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

22.13%

Shares20.2K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

-4.18%

Shares5.6K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares51.6K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

-2.52%

Shares7.1K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.82%

Shares2.7K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

47.94%

Shares5.7K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

New

Shares9.5K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC

-0.96%

Shares2.4K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

-10.53%

Shares34.0K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

1.63%

Shares2.2K

Event2026-03-31

Filed2026-04-09

MLN

VANECK ETF TRUST

-5.15%

Shares45.8K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

1.51%

Shares4.0K

Event2026-03-31

Filed2026-04-09

CITIGROUP INC

-0.37%

Shares6.8K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

2.08%

Shares833

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

New

Shares4.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

80.67%

Shares1.2K

Event2026-03-31

Filed2026-04-09

PIO

INVESCO EXCH TRADED FD TR II

-19.67%

Shares15.8K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

11.86%

Shares2.8K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

19.30%

Shares4.6K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-9.90%

Shares3.2K

Event2026-03-31

Filed2026-04-09

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

0.49%

Shares8.2K

Event2026-03-31

Filed2026-04-09

VANGUARD INTL EQUITY INDEX F

9.87%

Shares4.3K

Event2026-03-31

Filed2026-04-09

VGK

VANGUARD INTL EQUITY INDEX F

1.51%

Shares7.1K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-04-09

DLR

DIGITAL RLTY TR INC

1.26%

Shares3.2K

Event2026-03-31

Filed2026-04-09

XENE

XENON PHARMACEUTICALS INC

-8.83%

Shares9.8K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.00%

Shares965

Event2026-03-31

Filed2026-04-09

NKE

NIKE INC

-0.36%

Shares10.4K

Event2026-03-31

Filed2026-04-09

POCT

INNOVATOR ETFS TRUST

-82.94%

Shares12.2K

Event2026-03-31

Filed2026-04-09

TBIL

RBB FD INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-09

PJAN

INNOVATOR ETFS TRUST

-87.23%

Shares11.0K

Event2026-03-31

Filed2026-04-09

NVS

NOVARTIS AG

-2.99%

Shares3.2K

Event2026-03-31

Filed2026-04-09

MKC

MCCORMICK & CO INC

-4.10%

Shares9.8K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-15.12%

Shares2.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-2.76%

Shares4.0K

Event2026-03-31

Filed2026-04-09

PULS

PGIM ETF TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares17.9K

Event2026-03-31

Filed2026-04-09

INNOVATOR ETFS TRUST

New

Shares17.0K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-09

SBUX

STARBUCKS CORP

-3.57%

Shares4.6K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

5.25%

Shares4.2K

Event2026-03-31

Filed2026-04-09

ALPS ETF TR

11.19%

Shares7.2K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-09

GSST

GOLDMAN SACHS ETF TR

-7.19%

Shares7.9K

Event2026-03-31

Filed2026-04-09

RFLR

INNOVATOR ETFS TRUST

New

Shares13.6K

Event2026-03-31

Filed2026-04-09

QFLR

INNOVATOR ETFS TRUST

New

Shares11.8K

Event2026-03-31

Filed2026-04-09

TLT

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-09

RSPH

INVESCO EXCHANGE TRADED FD T

4.05%

Shares12.6K

Event2026-03-31

Filed2026-04-09

MOAT

VANECK ETF TRUST

38.73%

Shares3.8K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

-0.64%

Shares13.0K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD INTL EQUITY INDEX F

-0.12%

Shares4.8K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

6.06%

Shares2.7K

Event2026-03-31

Filed2026-04-09

IXC

ISHARES TR

New

Shares6.2K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

-1.57%

Shares11.3K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

URI

UNITED RENTALS INC

-2.19%

Shares446

Event2026-03-31

Filed2026-04-09

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares5.1K

Event2026-03-31

Filed2026-04-09

TMO

THERMO FISHER SCIENTIFIC INC

12.37%

Shares636

Event2026-03-31

Filed2026-04-09

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

1.37%

Shares4.7K

Event2026-03-31

Filed2026-04-09