Sponsored

The Analysis of ERn Financial, LLC's Holdings & P&L

Currently, ERn Financial, LLC holds 150 types of securities in its portfolio with a total value $531.8M. In the most recent quarter, they have increased their positions in RAAX (+111.6K shares, valued at $4.5M), JTEK (+45.0K shares, valued at $3.6M), SPYV (+22.2K shares, valued at $1.3M); decreased their positions in OMFL (-25.0K shares, valued at $1.5M), SPDW (-28.4K shares, valued at $1.3M), FVD (-24.9K shares, valued at $1.2M); initiated new positions in JIVE (+10.1K shares, valued at $868.2K), FEOE (+8.9K shares, valued at $448.3K), FFEB (+4.8K shares, valued at $266.7K).

1M P&L

+19.6M+3.54%

3M P&L

-34.1M-5.60%

HY P&L

-14.1M-2.39%

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/A490.4M

94.6%

2Consumer Electronics5.6M

1.1%

3Software - Infrastructure3.0M

0.6%

Top Industries by Stock Count

1N/A94 stocks

66.7%

2Banks - Diversified4 stocks

2.8%

3Drug Manufacturers - General3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST698.5K shares3.29%2026-03-312026-04-24

SPYG SPDR SERIES TRUST373.2K shares-1.88%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS655.8K shares-4.15%2026-03-312026-04-24

IEFA ISHARES TR209.4K shares5.81%2026-03-312026-04-24

USTB VICTORY PORTFOLIOS II334.1K shares5.97%2026-03-312026-04-24

MDYV SPDR SERIES TRUST169.4K shares-3.59%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR172.7K shares3.41%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS266.1K shares-1.75%2026-03-312026-04-24

Sponsored

PYLD PIMCO ETF TR465.8K shares6.25%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST263.3K shares5.73%2026-03-312026-04-24

QUAL ISHARES TR57.0K shares0.03%2026-03-312026-04-24

REET ISHARES TR433.2K shares2.84%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST317.1K shares-2.39%2026-03-312026-04-24

JHML JOHN HANCOCK EXCHANGE TRADED132.9K shares1.08%2026-03-312026-04-24

VUG VANGUARD INDEX FDS22.2K shares-0.25%2026-03-312026-04-24

JTEK J P MORGAN EXCHANGE TRADED F119.0K shares60.84%2026-03-312026-04-24

Sponsored

SPAB SPDR SERIES TRUST358.4K shares1.64%2026-03-312026-04-24

SPIP SPDR SERIES TRUST346.7K shares0.24%2026-03-312026-04-24

MDYG SPDR SERIES TRUST91.1K shares-2.05%2026-03-312026-04-24

OMFL INVESCO EXCH TRD SLF IDX FD142.4K shares-14.93%2026-03-312026-04-24

RAAX VANECK ETF TRUST210.0K shares113.49%2026-03-312026-04-24

HMOP HARTFORD FDS EXCHANGE TRADED208.7K shares-0.08%2026-03-312026-04-24

SPYM SPDR SERIES TRUST102.3K shares5.38%2026-03-312026-04-24

USRT ISHARES TR130.4K shares1.24%2026-03-312026-04-24

Sponsored

FMB FIRST TR EXCH TRADED FD III152.3K shares-4.11%2026-03-312026-04-24

FDG AMERICAN CENTY ETF TR65.6K shares2.28%2026-03-312026-04-24

MUNI PIMCO ETF TR135.1K shares3.64%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR61.6K shares-2.05%2026-03-312026-04-24

EFA ISHARES TR69.4K shares-6.29%2026-03-312026-04-24

VONG VANGUARD SCOTTSDALE FDS58.9K shares-0.73%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS10.7K shares-0.42%2026-03-312026-04-24

PVAL PUTNAM ETF TRUST131.4K shares-5.63%2026-03-312026-04-24

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI136.3K shares0.15%2026-03-312026-04-24

AAPL APPLE INC22.2K shares26.92%2026-03-312026-04-24

JBND J P MORGAN EXCHANGE TRADED F102.7K shares12.97%2026-03-312026-04-24

JMST J P MORGAN EXCHANGE TRADED F105.5K shares15.73%2026-03-312026-04-24

IJR ISHARES TR41.4K shares-8.00%2026-03-312026-04-24

SLYG SPDR SERIES TRUST49.3K shares-2.22%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST76.9K shares-0.36%2026-03-312026-04-24

IVV ISHARES TR6.1K shares-1.00%2026-03-312026-04-24

Sponsored

VTV VANGUARD INDEX FDS20.1K shares-0.04%2026-03-312026-04-24

JHMM JOHN HANCOCK EXCHANGE TRADED58.6K shares0.50%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST90.1K shares-18.90%2026-03-312026-04-24

FNOV FIRST TR EXCHNG TRADED FD VI56.9K shares-0.82%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST61.0K shares-1.72%2026-03-312026-04-24

NVDA NVIDIA CORPORATION14.7K shares-0.52%2026-03-312026-04-24

FNDE SCHWAB STRATEGIC TR60.8K shares-2.31%2026-03-312026-04-24

CGXU CAPITAL GROUP INTL FOCUS EQT77.2K shares20.16%2026-03-312026-04-24

Sponsored

IVVB BLACKROCK ETF TRUST II69.7K shares1.61%2026-03-312026-04-24

FSEP FIRST TR EXCHNG TRADED FD VI43.0K shares-4.23%2026-03-312026-04-24

VO VANGUARD INDEX FDS7.5K shares-7.14%2026-03-312026-04-24

VOT VANGUARD INDEX FDS8.3K shares-2.11%2026-03-312026-04-24

COWZ PACER FDS TR32.6K shares-1.00%2026-03-312026-04-24

IJH ISHARES TR30.0K shares-17.69%2026-03-312026-04-24

DFIS DIMENSIONAL ETF TRUST55.6K shares4.97%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD19.8K shares-0.61%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP4.7K shares0.60%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD36.8K shares-40.32%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR2.9K shares-0.84%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T22.5K shares-0.50%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS26.3K shares-5.08%2026-03-312026-04-24

SLYV SPDR SERIES TRUST16.0K shares-4.77%2026-03-312026-04-24

FICO FAIR ISAAC CORP1.4K shares-0.22%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR15.5K shares-12.42%2026-03-312026-04-24

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.1K shares-1.71%2026-03-312026-04-24

EEM ISHARES TR23.6K shares-6.88%2026-03-312026-04-24

FDVV FIDELITY COVINGTON TRUST23.8K shares1.79%2026-03-312026-04-24

EMXC ISHARES INC15.6K shares-13.51%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS5.6K shares-0.76%2026-03-312026-04-24

MTUM ISHARES TR4.6K shares0.11%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST27.9K shares0.06%2026-03-312026-04-24

ORCL ORACLE CORP7.1K shares0.45%2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP6.1K shares-0.90%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F18.0K shares-5.05%2026-03-312026-04-24

VBK VANGUARD INDEX FDS3.3K shares-3.26%2026-03-312026-04-24

FAUG FIRST TR EXCHNG TRADED FD VI18.7K shares-5.27%2026-03-312026-04-24

ESGU ISHARES TR6.8K shares-2.16%2026-03-312026-04-24

ESGD ISHARES TR9.9K shares-2.01%2026-03-312026-04-24

AMZN AMAZON COM INC4.5K shares-11.76%2026-03-312026-04-24

TSLA TESLA INC2.5K shares-2.23%2026-03-312026-04-24

Sponsored

IUSV ISHARES TR8.8K shares0.56%2026-03-312026-04-24

CACC CREDIT ACCEP CORP MICH2.1K shares0.00%2026-03-312026-04-24

JIVE J P MORGAN EXCHANGE TRADED F10.1K sharesnew addition2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.0K shares2.82%2026-03-312026-04-24

TAXF AMERICAN CENTY ETF TR16.8K shares5.46%2026-03-312026-04-24

META META PLATFORMS INC1.5K shares-1.63%2026-03-312026-04-24

VTI VANGUARD INDEX FDS2.3K shares18.79%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-1.51%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC2.5K shares-0.68%2026-03-312026-04-24

SPMD SPDR SERIES TRUST11.7K shares-9.71%2026-03-312026-04-24

DEM WISDOMTREE TR13.9K shares-44.91%2026-03-312026-04-24

VOE VANGUARD INDEX FDS3.4K shares-3.34%2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.0K shares7.21%2026-03-312026-04-24

VBR VANGUARD INDEX FDS2.9K shares3.13%2026-03-312026-04-24

AVEE AMERICAN CENTY ETF TR9.4K shares-8.22%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC4.8K shares2.97%2026-03-312026-04-24

Sponsored

OMFS INVESCO EXCH TRD SLF IDX FD12.6K shares0.06%2026-03-312026-04-24

CGNG CAPITAL GROUP NEW GEOGRAPHY17.8K shares66.14%2026-03-312026-04-24

LLY ELI LILLY & CO598 shares-1.64%2026-03-312026-04-24

XMLV INVESCO EXCH TRADED FD TR II8.3K shares0.00%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR20.1K shares0.00%2026-03-312026-04-24

CWB SPDR SERIES TRUST5.6K shares0.04%2026-03-312026-04-24

WMT WALMART INC4.0K shares-0.48%2026-03-312026-04-24

NFLX NETFLIX INC.4.8K shares5.54%2026-03-312026-04-24

Sponsored

JPM JPMORGAN CHASE & CO1.6K shares0.45%2026-03-312026-04-24

F FORD MTR CO38.9K shares0.22%2026-03-312026-04-24

FEOE RBB FUND TRUST8.9K sharesnew addition2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION440 shares-4.76%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.00%2026-03-312026-04-24

SPSM SPDR SERIES TRUST8.6K shares-22.33%2026-03-312026-04-24

V VISA INC1.3K shares3.53%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.5K shares-26.84%2026-03-312026-04-24

Sponsored

SHOP SHOPIFY INC3.3K shares0.43%2026-03-312026-04-24

ICOW PACER FDS TR8.4K shares2.90%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC2.1K shares3.13%2026-03-312026-04-24

ASML ASML HLDG NV250 shares-6.72%2026-03-312026-04-24

BA BOEING CO1.6K shares-2.39%2026-03-312026-04-24

ABBV ABBVIE INC1.5K shares-1.08%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.5K shares-0.65%2026-03-312026-04-24

SYK STRYKER CORPORATION947 shares-0.63%2026-03-312026-04-24

Sponsored

ROK ROCKWELL AUTOMATION INC861 shares0.00%2026-03-312026-04-24

MO ALTRIA GROUP INC4.7K shares1.26%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC889 shares0.00%2026-03-312026-04-24

EFG ISHARES TR2.7K shares6.82%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.42%2026-03-312026-04-24

SHYG ISHARES TR6.6K shares-2.62%2026-03-312026-04-24

CSCO CISCO SYS INC3.5K shares0.00%2026-03-312026-04-24

MA MASTERCARD INCORPORATED542 shares-2.69%2026-03-312026-04-24

Sponsored

MCD MCDONALDS CORP861 shares-1.15%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC5.3K shares0.30%2026-03-312026-04-24

FFEB FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR8.7K shares38.99%2026-03-312026-04-24

FBIZ FIRST BUSINESS FINL SVCS INC4.6K shares0.00%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II2.2K shares18.63%2026-03-312026-04-24

HD HOME DEPOT INC718 shares1.41%2026-03-312026-04-24

MCK MCKESSON CORP271 shares0.00%2026-03-312026-04-24

Sponsored

LGLV SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-04-24

BMO BANK MONTREAL MEDIUM1.7K shares0.00%2026-03-312026-04-24

BAC BANK AMERICA CORP4.7K shares-1.42%2026-03-312026-04-24

AMAT APPLIED MATLS INC648 sharesnew addition2026-03-312026-04-24

MGEE MGE ENERGY INC2.8K shares0.39%2026-03-312026-04-24

APH AMPHENOL CORP1.7K shares-0.12%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC1.5K shares4.88%2026-03-312026-04-24

FIS FIDELITY NATL INFORMATION SV4.5K shares0.04%2026-03-312026-04-24

Sponsored

IWF ISHARES TR497 shares-22.34%2026-03-312026-04-24

WFC WELLS FARGO & CO2.6K sharesnew addition2026-03-312026-04-24

JNJ JOHNSON & JOHNSON831 sharesnew addition2026-03-312026-04-24

RTX RTX CORPORATION1.0K sharesnew addition2026-03-312026-04-24

EVH EVOLENT HEALTH INC29.6K shares0.00%2026-03-312026-04-24

LND BRASILAGRO COMPANHIA BRASILE13.0K shares0.00%2026-03-312026-04-24

SPYV

SPDR SERIES TRUST

3.29%

Shares698.5K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

-1.88%

Shares373.2K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

-4.15%

Shares655.8K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

5.81%

Shares209.4K

Event2026-03-31

Filed2026-04-24

USTB

VICTORY PORTFOLIOS II

5.97%

Shares334.1K

Event2026-03-31

Filed2026-04-24

MDYV

SPDR SERIES TRUST

-3.59%

Shares169.4K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

3.41%

Shares172.7K

Event2026-03-31

Filed2026-04-24

SPEM

SPDR INDEX SHS FDS

-1.75%

Shares266.1K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

6.25%

Shares465.8K

Event2026-03-31

Filed2026-04-24

DFCF

DIMENSIONAL ETF TRUST

5.73%

Shares263.3K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

0.03%

Shares57.0K

Event2026-03-31

Filed2026-04-24

REET

ISHARES TR

2.84%

Shares433.2K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

-2.39%

Shares317.1K

Event2026-03-31

Filed2026-04-24

JHML

JOHN HANCOCK EXCHANGE TRADED

1.08%

Shares132.9K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-0.25%

Shares22.2K

Event2026-03-31

Filed2026-04-24

JTEK

J P MORGAN EXCHANGE TRADED F

60.84%

Shares119.0K

Event2026-03-31

Filed2026-04-24

SPAB

SPDR SERIES TRUST

1.64%

Shares358.4K

Event2026-03-31

Filed2026-04-24

SPIP

SPDR SERIES TRUST

0.24%

Shares346.7K

Event2026-03-31

Filed2026-04-24

MDYG

SPDR SERIES TRUST

-2.05%

Shares91.1K

Event2026-03-31

Filed2026-04-24

OMFL

INVESCO EXCH TRD SLF IDX FD

-14.93%

Shares142.4K

Event2026-03-31

Filed2026-04-24

RAAX

VANECK ETF TRUST

113.49%

Shares210.0K

Event2026-03-31

Filed2026-04-24

HMOP

HARTFORD FDS EXCHANGE TRADED

-0.08%

Shares208.7K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

5.38%

Shares102.3K

Event2026-03-31

Filed2026-04-24

USRT

ISHARES TR

1.24%

Shares130.4K

Event2026-03-31

Filed2026-04-24

FMB

FIRST TR EXCH TRADED FD III

-4.11%

Shares152.3K

Event2026-03-31

Filed2026-04-24

FDG

AMERICAN CENTY ETF TR

2.28%

Shares65.6K

Event2026-03-31

Filed2026-04-24

MUNI

PIMCO ETF TR

3.64%

Shares135.1K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-2.05%

Shares61.6K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-6.29%

Shares69.4K

Event2026-03-31

Filed2026-04-24

VONG

VANGUARD SCOTTSDALE FDS

-0.73%

Shares58.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.42%

Shares10.7K

Event2026-03-31

Filed2026-04-24

PVAL

PUTNAM ETF TRUST

-5.63%

Shares131.4K

Event2026-03-31

Filed2026-04-24

FIXD

FIRST TR EXCHNG TRADED FD VI

0.15%

Shares136.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

26.92%

Shares22.2K

Event2026-03-31

Filed2026-04-24

JBND

J P MORGAN EXCHANGE TRADED F

12.97%

Shares102.7K

Event2026-03-31

Filed2026-04-24

JMST

J P MORGAN EXCHANGE TRADED F

15.73%

Shares105.5K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-8.00%

Shares41.4K

Event2026-03-31

Filed2026-04-24

SLYG

SPDR SERIES TRUST

-2.22%

Shares49.3K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

-0.36%

Shares76.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-1.00%

Shares6.1K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-0.04%

Shares20.1K

Event2026-03-31

Filed2026-04-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.50%

Shares58.6K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

-18.90%

Shares90.1K

Event2026-03-31

Filed2026-04-24

FNOV

FIRST TR EXCHNG TRADED FD VI

-0.82%

Shares56.9K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

-1.72%

Shares61.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-0.52%

Shares14.7K

Event2026-03-31

Filed2026-04-24

FNDE

SCHWAB STRATEGIC TR

-2.31%

Shares60.8K

Event2026-03-31

Filed2026-04-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

20.16%

Shares77.2K

Event2026-03-31

Filed2026-04-24

IVVB

BLACKROCK ETF TRUST II

1.61%

Shares69.7K

Event2026-03-31

Filed2026-04-24

FSEP

FIRST TR EXCHNG TRADED FD VI

-4.23%

Shares43.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-7.14%

Shares7.5K

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

-2.11%

Shares8.3K

Event2026-03-31

Filed2026-04-24

COWZ

PACER FDS TR

-1.00%

Shares32.6K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-17.69%

Shares30.0K

Event2026-03-31

Filed2026-04-24

DFIS

DIMENSIONAL ETF TRUST

4.97%

Shares55.6K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.61%

Shares19.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.60%

Shares4.7K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-40.32%

Shares36.8K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.84%

Shares2.9K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.50%

Shares22.5K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-5.08%

Shares26.3K

Event2026-03-31

Filed2026-04-24

SLYV

SPDR SERIES TRUST

-4.77%

Shares16.0K

Event2026-03-31

Filed2026-04-24

FICO

FAIR ISAAC CORP

-0.22%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

-12.42%

Shares15.5K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-1.71%

Shares2.1K

Event2026-03-31

Filed2026-04-24

EEM

ISHARES TR

-6.88%

Shares23.6K

Event2026-03-31

Filed2026-04-24

FDVV

FIDELITY COVINGTON TRUST

1.79%

Shares23.8K

Event2026-03-31

Filed2026-04-24

EMXC

ISHARES INC

-13.51%

Shares15.6K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.76%

Shares5.6K

Event2026-03-31

Filed2026-04-24

MTUM

ISHARES TR

0.11%

Shares4.6K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

0.06%

Shares27.9K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.45%

Shares7.1K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.90%

Shares6.1K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

-5.05%

Shares18.0K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-3.26%

Shares3.3K

Event2026-03-31

Filed2026-04-24

FAUG

FIRST TR EXCHNG TRADED FD VI

-5.27%

Shares18.7K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

-2.16%

Shares6.8K

Event2026-03-31

Filed2026-04-24

ESGD

ISHARES TR

-2.01%

Shares9.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-11.76%

Shares4.5K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-2.23%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IUSV

ISHARES TR

0.56%

Shares8.8K

Event2026-03-31

Filed2026-04-24

CACC

CREDIT ACCEP CORP MICH

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares10.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

2.82%

Shares3.0K

Event2026-03-31

Filed2026-04-24

TAXF

AMERICAN CENTY ETF TR

5.46%

Shares16.8K

Event2026-03-31

Filed2026-04-24