Sponsored

The Analysis of Evanson Asset Management, LLC's Holdings & P&L

Currently, Evanson Asset Management, LLC holds 321 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in DFAS (+48.7K shares, valued at $3.5M), N/A (+5.7K shares, valued at $3.4M), DFSV (+87.4K shares, valued at $3.1M); decreased their positions in PHYS (-240.7K shares, valued at $8.5M), VIG (-8.9K shares, valued at $1.9M), VBIL (-24.4K shares, valued at $1.8M); initiated new positions in WES (+18.1K shares, valued at $744.4K), ISHG (+9.5K shares, valued at $707.5K), ICOP (+10.0K shares, valued at $475.8K).

1M P&L

+45.2M+2.72%

3M P&L

+21.4M+1.27%

HY P&L

+152.5M+9.79%

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/A1.5B

89.6%

2Consumer Electronics67.7M

3.9%

3Software - Infrastructure15.1M

0.9%

Top Industries by Stock Count

1N/A199 stocks

63.8%

2Software - Application11 stocks

3.5%

3Software - Infrastructure9 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST4.0M shares-0.26%2026-03-312026-04-08

VBIL VANGUARD INSTL INDEX FD1.9M shares-1.28%2026-03-312026-04-08

PHYS SPROTT ASSET MANAGEMENT LP3.8M shares-5.90%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST1.2M shares4.19%2026-03-312026-04-08

DFAX DIMENSIONAL ETF TRUST2.3M shares0.03%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST1.4M shares1.12%2026-03-312026-04-08

AAPL APPLE INC266.9K shares0.60%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST1.1M shares-0.27%2026-03-312026-04-08

Sponsored

DFUS DIMENSIONAL ETF TRUST939.8K shares-1.12%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST1.3M shares0.39%2026-03-312026-04-08

VTI VANGUARD INDEX FDS163.8K shares0.54%2026-03-312026-04-08

ALPHABET INC ALPHABET INC169.4K shares0.00%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST1.4M shares4.90%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST1.2M shares3.81%2026-03-312026-04-08

ALPHABET INC ALPHABET INC146.4K shares-1.04%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST1.1M shares8.51%2026-03-312026-04-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS53.9K shares11.86%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST798.9K shares-0.09%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST652.8K shares8.19%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST601.1K shares13.85%2026-03-312026-04-08

METV LISTED FDS TR36.8K shares-3.41%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST585.5K shares6.22%2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST586.6K shares1.28%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F137.4K shares0.24%2026-03-312026-04-08

Sponsored

VTEB VANGUARD MUN BD FDS328.9K shares9.81%2026-03-312026-04-08

DFGR DIMENSIONAL ETF TRUST562.5K shares24.75%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T20.8K shares-3.47%2026-03-312026-04-08

MSFT MICROSOFT CORP27.3K shares-3.10%2026-03-312026-04-08

NVDA NVIDIA CORPORATION56.8K shares-2.01%2026-03-312026-04-08

IJS ISHARES TR77.9K shares0.03%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.7K shares-7.79%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS57.8K shares0.44%2026-03-312026-04-08

Sponsored

DHS WISDOMTREE TR76.5K shares-4.01%2026-03-312026-04-08

IWB ISHARES TR20.5K shares-0.02%2026-03-312026-04-08

CSCO CISCO SYS INC92.4K shares-0.09%2026-03-312026-04-08

AMZN AMAZON COM INC34.0K shares1.04%2026-03-312026-04-08

DFAW DIMENSIONAL ETF TRUST95.4K shares12.56%2026-03-312026-04-08

ALRM ALARM COM HLDGS INC162.5K shares-3.77%2026-03-312026-04-08

DLS WISDOMTREE TR81.9K shares-2.05%2026-03-312026-04-08

VXUS VANGUARD STAR FDS81.3K shares-1.29%2026-03-312026-04-08

Sponsored

SLV ISHARES SILVER TR90.8K shares-6.24%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS118.4K shares48.71%2026-03-312026-04-08

BSVO EA SERIES TRUST232.2K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR36.6K shares0.13%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS73.1K shares14.37%2026-03-312026-04-08

VB VANGUARD INDEX FDS16.7K shares3.12%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS48.4K shares-0.42%2026-03-312026-04-08

IWF ISHARES TR9.8K shares0.04%2026-03-312026-04-08

Sponsored

VV VANGUARD INDEX FDS13.1K shares4.00%2026-03-312026-04-08

VTV VANGUARD INDEX FDS19.4K shares-0.68%2026-03-312026-04-08

DTH WISDOMTREE TR70.3K shares-5.90%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST160.5K shares0.11%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F50.4K shares8.96%2026-03-312026-04-08

DIHP DIMENSIONAL ETF TRUST117.0K shares3.15%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND18.4K shares-0.14%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR32.8K shares32.38%2026-03-312026-04-08

Sponsored

VSS VANGUARD INTL EQUITY INDEX F24.7K shares0.00%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST96.7K shares8.85%2026-03-312026-04-08

IEFA ISHARES TR39.0K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP20.4K shares-1.47%2026-03-312026-04-08

EFA ISHARES TR34.6K shares0.00%2026-03-312026-04-08

CVX CHEVRON CORPORATION16.3K shares-5.55%2026-03-312026-04-08

IVV ISHARES TR5.0K shares-0.02%2026-03-312026-04-08

DES WISDOMTREE TR90.6K shares-7.64%2026-03-312026-04-08

Sponsored

TSLA TESLA INC8.7K shares5.84%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON12.9K shares-0.59%2026-03-312026-04-08

VBR VANGUARD INDEX FDS14.0K shares-11.23%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS31.7K shares-0.06%2026-03-312026-04-08

IWD ISHARES TR14.0K shares-1.93%2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F29.7K shares-1.74%2026-03-312026-04-08

OKE ONEOK INC NEW32.0K shares-4.11%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST85.3K shares-7.05%2026-03-312026-04-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F52.1K shares0.65%2026-03-312026-04-08

AVGE AMERICAN CENTY ETF TR31.9K shares-1.01%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L74.0K shares41.35%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR27.7K shares41.31%2026-03-312026-04-08

VTES VANGUARD WELLINGTON FD27.2K shares6.84%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS34.8K shares4.20%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS32.5K shares102.62%2026-03-312026-04-08

IJR ISHARES TR20.7K shares-0.63%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC12.5K shares-0.89%2026-03-312026-04-08

VGK VANGUARD INTL EQUITY INDEX F30.4K shares0.20%2026-03-312026-04-08

IVW ISHARES TR21.4K shares-0.33%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS11.2K shares-44.21%2026-03-312026-04-08

DEHP DIMENSIONAL ETF TRUST68.4K shares67.47%2026-03-312026-04-08

IWC ISHARES TR14.3K shares0.05%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST52.3K shares36.12%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR70.3K shares5.65%2026-03-312026-04-08

Sponsored

VGT VANGUARD WORLD FD3.1K shares0.19%2026-03-312026-04-08

DVY ISHARES TR14.1K shares0.06%2026-03-312026-04-08

AVGV AMERICAN CENTY ETF TR27.4K shares0.50%2026-03-312026-04-08

VUG VANGUARD INDEX FDS4.8K shares-0.33%2026-03-312026-04-08

SPYM SPDR SERIES TRUST27.4K shares6.09%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR23.5K shares3.71%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II8.2K shares-0.74%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR17.2K shares0.13%2026-03-312026-04-08

Sponsored

BND VANGUARD BD INDEX FDS25.7K shares-0.35%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR69.0K shares0.51%2026-03-312026-04-08

DXIV DIMENSIONAL ETF TRUST25.4K shares4.71%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR68.3K shares-10.14%2026-03-312026-04-08

DFNM DIMENSIONAL ETF TRUST34.9K shares-26.90%2026-03-312026-04-08

SCZ ISHARES TR21.0K shares0.36%2026-03-312026-04-08

VFH VANGUARD WORLD FD13.3K shares-3.75%2026-03-312026-04-08

ET ENERGY TRANSFER L P83.0K shares105.14%2026-03-312026-04-08

Sponsored

VCR VANGUARD WORLD FD4.4K shares0.11%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-08

IEMG ISHARES INC20.4K shares-0.49%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS18.0K shares-0.21%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO4.6K shares-1.62%2026-03-312026-04-08

GSG ISHARES S&P GSCI COMMODITY-41.9K shares-11.61%2026-03-312026-04-08

PG PROCTER & GAMBLE CO9.3K shares-0.81%2026-03-312026-04-08

XYZ BLOCK INC22.2K shares-1.51%2026-03-312026-04-08

Sponsored

XLI SELECT SECTOR SPDR TR8.2K shares-0.20%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 402.1K shares1.01%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares15.96%2026-03-312026-04-08

MA MASTERCARD INCORPORATED2.5K shares0.00%2026-03-312026-04-08

SYLD CAMBRIA ETF TR16.5K shares0.00%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST27.5K shares0.68%2026-03-312026-04-08

IWM ISHARES TR5.0K shares0.06%2026-03-312026-04-08

EFV ISHARES TR16.6K shares-0.67%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO4.0K shares0.00%2026-03-312026-04-08

DGS WISDOMTREE TR20.1K shares-4.65%2026-03-312026-04-08

IWN ISHARES TR6.1K shares-5.67%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR46.8K shares3.98%2026-03-312026-04-08

PSLV SPROTT ASSET MANAGEMENT LP45.3K shares-9.93%2026-03-312026-04-08

AVSC AMERICAN CENTY ETF TR17.7K shares0.06%2026-03-312026-04-08

VO VANGUARD INDEX FDS3.8K shares1.63%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS21.6K shares-31.83%2026-03-312026-04-08

Sponsored

ADBE ADOBE INC4.4K shares0.68%2026-03-312026-04-08

SHY ISHARES TR12.8K shares-8.66%2026-03-312026-04-08

DEM WISDOMTREE TR21.2K shares-16.96%2026-03-312026-04-08

SGOV ISHARES TR10.5K shares29.50%2026-03-312026-04-08

DCOR DIMENSIONAL ETF TRUST14.5K shares19.00%2026-03-312026-04-08

IJH ISHARES TR15.4K shares-2.67%2026-03-312026-04-08

RWAY RUNWAY GROWTH FINANCE CORP150.5K shares0.00%2026-03-312026-04-08

IVE ISHARES TR4.8K shares-0.29%2026-03-312026-04-08

Sponsored

SCHB SCHWAB STRATEGIC TR39.0K shares-3.29%2026-03-312026-04-08

SPTS SPDR SERIES TRUST32.5K shares0.00%2026-03-312026-04-08

APPF APPFOLIO INC6.0K shares0.00%2026-03-312026-04-08

ENB ENBRIDGE INC16.9K shares0.00%2026-03-312026-04-08

VDE VANGUARD WORLD FD5.2K shares-62.23%2026-03-312026-04-08

ICF ISHARES TR14.6K shares-1.15%2026-03-312026-04-08

DXUV DIMENSIONAL ETF TRUST15.2K shares7.36%2026-03-312026-04-08

ITOT ISHARES TR6.3K shares0.00%2026-03-312026-04-08

Sponsored

CAT CATERPILLAR INC1.3K shares0.00%2026-03-312026-04-08

AVDS AMERICAN CENTY ETF TR12.1K shares0.02%2026-03-312026-04-08

AVIV AMERICAN CENTY ETF TR11.5K shares1.05%2026-03-312026-04-08

ABBV ABBVIE INC3.9K shares-9.14%2026-03-312026-04-08

MCD MCDONALDS CORP2.7K shares-1.81%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION828 shares-2.01%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC5.0K shares-0.30%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC2.1K shares1.90%2026-03-312026-04-08

Sponsored

AEM AGNICO EAGLE MINES LTD4.0K shares-0.62%2026-03-312026-04-08

ORCL ORACLE CORP5.4K shares8.60%2026-03-312026-04-08

DOL WISDOMTREE TR11.6K shares0.09%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR16.1K shares0.00%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR9.3K shares-3.44%2026-03-312026-04-08

FNDX SCHWAB STRATEGIC TR27.4K shares-0.33%2026-03-312026-04-08

EEM ISHARES TR13.4K shares-44.49%2026-03-312026-04-08

WES WESTERN MIDSTREAM PARTNERS L18.1K sharesnew addition2026-03-312026-04-08

Sponsored

SCHG SCHWAB STRATEGIC TR24.9K shares-11.81%2026-03-312026-04-08

NFLX NETFLIX INC.7.5K shares1.49%2026-03-312026-04-08

VXF VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR8.8K shares27.70%2026-03-312026-04-08

ISHG ISHARES TR9.5K sharesnew addition2026-03-312026-04-08

INTU INTUIT1.5K shares-13.70%2026-03-312026-04-08

MCHI ISHARES TR11.3K shares0.00%2026-03-312026-04-08

BABA ALIBABA GROUP HLDG LTD5.0K shares-1.57%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-0.19%2026-03-312026-04-08

LLY ELI LILLY & CO671 shares-2.89%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR13.2K shares-4.18%2026-03-312026-04-08

V VISA INC2.0K shares-1.18%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS13.0K shares26.99%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR20.4K shares-0.04%2026-03-312026-04-08

VPU VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-04-08

AGI ALAMOS GOLD INC13.2K shares0.00%2026-03-312026-04-08

Sponsored

UNP UNION PAC CORP2.4K shares-0.45%2026-03-312026-04-08

OKTA OKTA INC7.3K shares0.00%2026-03-312026-04-08

PDBC INVESCO ACTVELY MNGD ETC FD33.2K shares1.87%2026-03-312026-04-08

WMT WALMART INC4.6K shares0.02%2026-03-312026-04-08

AMGN AMGEN INC1.6K shares-2.79%2026-03-312026-04-08

DBEF DBX ETF TR11.3K shares0.00%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS6.8K shares-6.53%2026-03-312026-04-08

IDU ISHARES TR4.8K shares0.13%2026-03-312026-04-08

Sponsored

SON SONOCO PRODS CO2.9K shares0.14%2026-03-312026-04-08

ASML ASML HLDG NV413 shares-1.43%2026-03-312026-04-08

IYY ISHARES TR3.4K shares0.20%2026-03-312026-04-08

IWS ISHARES TR3.7K shares0.03%2026-03-312026-04-08

T AT&T INC18.5K shares-0.96%2026-03-312026-04-08

CORT CORCEPT THERAPEUTICS INC13.2K shares0.00%2026-03-312026-04-08

IHF ISHARES TR12.3K shares0.22%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL15.3K shares-0.52%2026-03-312026-04-08

Sponsored

BAR GRANITESHARES GOLD TR11.1K shares0.00%2026-03-312026-04-08

STT STATE STR CORP4.0K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC1.5K shares-4.64%2026-03-312026-04-08

VNQI VANGUARD INTL EQUITY INDEX F11.3K shares-43.76%2026-03-312026-04-08

INFL LISTED FDS TR9.6K shares0.15%2026-03-312026-04-08

DON WISDOMTREE TR9.4K shares0.50%2026-03-312026-04-08

WDAY WORKDAY INC3.8K shares0.00%2026-03-312026-04-08

ZETA ZETA GLOBAL HOLDINGS CORP30.6K shares0.00%2026-03-312026-04-08

Sponsored

TJX TJX COS INC NEW3.0K shares0.30%2026-03-312026-04-08

VOE VANGUARD INDEX FDS2.6K shares0.31%2026-03-312026-04-08

ICOP ISHARES TR10.0K sharesnew addition2026-03-312026-04-08

BA BOEING CO2.4K shares0.00%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC3.2K shares4.90%2026-03-312026-04-08

VEEV VEEVA SYS INC2.6K shares0.00%2026-03-312026-04-08

QCOM QUALCOMM INC3.5K shares-1.29%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC3.8K shares0.43%2026-03-312026-04-08

Sponsored

NOW SERVICENOW INC4.3K shares4.94%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR13.6K shares-4.51%2026-03-312026-04-08

SLB SLB LIMITED8.5K shares0.00%2026-03-312026-04-08

SMH VANECK ETF TRUST1.1K shares-2.33%2026-03-312026-04-08

INTC INTEL CORP9.8K shares-14.75%2026-03-312026-04-08

VCRM VANGUARD MUN BD FDS5.6K shares0.00%2026-03-312026-04-08

CYRX CRYOPORT INC50.0K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES4.0K shares-2.09%2026-03-312026-04-08

Sponsored

IXUS ISHARES TR4.7K shares0.00%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF10.6K shares-15.85%2026-03-312026-04-08

NEE NEXTERA ENERGY INC4.2K shares-2.87%2026-03-312026-04-08

TIP ISHARES TR3.5K shares-6.14%2026-03-312026-04-08

PFE PFIZER INC13.7K shares5.01%2026-03-312026-04-08

EFG ISHARES TR3.4K shares-1.46%2026-03-312026-04-08

GPI GROUP 1 AUTOMOTIVE INC1.1K shares0.00%2026-03-312026-04-08

MUB ISHARES TR3.6K shares-12.01%2026-03-312026-04-08

Sponsored

UNH UNITEDHEALTH GROUP INC1.4K shares-27.08%2026-03-312026-04-08

DUSB DIMENSIONAL ETF TRUST7.4K shares15.52%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP414 shares0.00%2026-03-312026-04-08

IEUR ISHARES TR5.2K shares0.00%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR6.0K shares-12.63%2026-03-312026-04-08

HEFA ISHARES TR8.5K shares0.00%2026-03-312026-04-08

IGIB ISHARES TR6.8K shares34.73%2026-03-312026-04-08

BITB BITWISE BITCOIN ETF TR9.7K shares0.00%2026-03-312026-04-08

Sponsored

VBK VANGUARD INDEX FDS1.2K shares-1.67%2026-03-312026-04-08

COP CONOCOPHILLIPS2.7K shares0.00%2026-03-312026-04-08

ESNT ESSENT GROUP LTD5.9K shares0.00%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS5.9K shares51.72%2026-03-312026-04-08

MO ALTRIA GROUP INC5.2K shares0.17%2026-03-312026-04-08

WTW WILLIS TOWERS WATSON PLC LTD1.2K shares-1.59%2026-03-312026-04-08

STPZ PIMCO ETF TR6.3K shares0.00%2026-03-312026-04-08

AIQ GLOBAL X FDS7.1K shares15.70%2026-03-312026-04-08

Sponsored

SPYG SPDR SERIES TRUST3.3K shares27.23%2026-03-312026-04-08

EEMV ISHARES INC5.0K shares0.00%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR6.3K shares-0.60%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC6.3K shares0.16%2026-03-312026-04-08

BBNX BETA BIONICS INC31.3K shares0.00%2026-03-312026-04-08

APPN APPIAN CORP12.9K shares0.00%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS6.4K shares-10.39%2026-03-312026-04-08

FLOT ISHARES TR6.0K shares0.65%2026-03-312026-04-08

Sponsored

ARKF ARK ETF TR8.0K shares0.00%2026-03-312026-04-08

BMVP INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-03-312026-04-08

AVSD AMERICAN CENTY ETF TR4.1K shares0.10%2026-03-312026-04-08

SPYX SPDR SERIES TRUST5.6K shares0.00%2026-03-312026-04-08

BAC-PL BANK AMERICA CORP251 shares0.00%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR9.8K shares-11.42%2026-03-312026-04-08

ILCG ISHARES TR3.1K shares0.00%2026-03-312026-04-08

RWO SPDR INDEX SHS FDS6.5K shares0.00%2026-03-312026-04-08

Sponsored

FDX FEDEX CORP828 shares0.00%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP857 shares-2.39%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC591 shares0.00%2026-03-312026-04-08

WFC-PL WELLS FARGO & CO250 shares0.00%2026-03-312026-04-08

IGSB ISHARES TR5.5K shares0.75%2026-03-312026-04-08

NEM NEWMONT CORP2.6K shares7.31%2026-03-312026-04-08

SCHR SCHWAB STRATEGIC TR11.4K shares0.64%2026-03-312026-04-08

CET CENTRAL SECS CORP5.7K shares0.00%2026-03-312026-04-08

Sponsored

VHT VANGUARD WORLD FD1.0K shares-4.14%2026-03-312026-04-08

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC1.3K shares-4.78%2026-03-312026-04-08

DIS DISNEY WALT CO2.9K shares0.10%2026-03-312026-04-08

AVLV AMERICAN CENTY ETF TR3.4K shares0.29%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.2K shares0.00%2026-03-312026-04-08

BL BLACKLINE INC7.3K shares0.00%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE6.4K shares2.06%2026-03-312026-04-08

Sponsored

DE DEERE & CO482 shares0.21%2026-03-312026-04-08

VONG VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-04-08

WTAI WISDOMTREE TR9.6K shares0.00%2026-03-312026-04-08

XSVM INVESCO EXCHANGE TRADED FD T4.5K shares0.00%2026-03-312026-04-08

SO SOUTHERN CO2.8K shares0.00%2026-03-312026-04-08

IWV ISHARES TR716 shares0.00%2026-03-312026-04-08

XAR SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC2.0K shares0.45%2026-03-312026-04-08

Sponsored

HUBS HUBSPOT INC1.1K shares0.00%2026-03-312026-04-08

AVRE AMERICAN CENTY ETF TR5.9K shares0.07%2026-03-312026-04-08

CL COLGATE PALMOLIVE CO3.0K shares0.00%2026-03-312026-04-08

NYF ISHARES TR4.7K shares0.51%2026-03-312026-04-08

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-03-312026-04-08

IDV ISHARES TR5.8K shares0.02%2026-03-312026-04-08

BN BROOKFIELD CORP6.0K shares26.56%2026-03-312026-04-08

SPOT SPOTIFY TECHNOLOGY S A494 shares0.00%2026-03-312026-04-08

Sponsored

NSC NORFOLK SOUTHN CORP829 shares0.00%2026-03-312026-04-08

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

PPTA PERPETUA RESOURCES CORP8.3K shares0.00%2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC505 shares0.40%2026-03-312026-04-08

SGDM SPROTT ETF TRUST3.1K shares0.00%2026-03-312026-04-08

STIP ISHARES TR2.2K shares0.00%2026-03-312026-04-08

SCHK SCHWAB STRATEGIC TR7.2K shares-77.77%2026-03-312026-04-08

OKLO OKLO INC4.5K shares1.11%2026-03-312026-04-08

Sponsored

MSTR STRATEGY INC1.8K shares0.00%2026-03-312026-04-08

WMB WILLIAMS COS INC3.1K sharesnew addition2026-03-312026-04-08

ILCB ISHARES TR2.5K shares0.00%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC3.8K shares-13.64%2026-03-312026-04-08

CRM SALESFORCE INC1.2K shares2.27%2026-03-312026-04-08

IYW ISHARES TR1.2K shares-1.34%2026-03-312026-04-08

IWP ISHARES TR1.7K shares0.00%2026-03-312026-04-08

CVLT COMMVAULT SYS INC2.7K shares-2.21%2026-03-312026-04-08

Sponsored

MELI MERCADOLIBRE INC121 shares0.83%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC246 shares0.00%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR4.4K shares-15.63%2026-03-312026-04-08

ALGN ALIGN TECHNOLOGY INC1.2K sharesnew addition2026-03-312026-04-08

GEV GE VERNOVA INC234 sharesnew addition2026-03-312026-04-08

NRK NUVEEN NY AMT FREE20.0K sharesnew addition2026-03-312026-04-08

ADM ARCHER DANIELS MIDLAND CO2.8K sharesnew addition2026-03-312026-04-08

BWXT BWX TECHNOLOGIES INC991 sharesnew addition2026-03-312026-04-08

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares14.95%2026-03-312026-04-08

DXYZ DESTINY TECH100 INC7.5K shares-50.00%2026-03-312026-04-08

KRP KIMBELL RTY PARTNERS LP12.2K shares2.18%2026-03-312026-04-08

COMP COMPASS INC19.5K shares0.00%2026-03-312026-04-08

AAL AMERICAN AIRLINES GROUP INC12.3K shares10.49%2026-03-312026-04-08

PBI PITNEY BOWES INC11.3K shares0.82%2026-03-312026-04-08

PUTNAM ETF TRUST PUTNAM ETF TRUST13.6K shares0.64%2026-03-312026-04-08

RWT REDWOOD TRUST INC14.0K shares0.00%2026-03-312026-04-08

Sponsored

BARK BARK INC10.0K shares0.00%2026-03-312026-04-08

DFAC

DIMENSIONAL ETF TRUST

-0.26%

Shares4.0M

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

-1.28%

Shares1.9M

Event2026-03-31

Filed2026-04-08

PHYS

SPROTT ASSET MANAGEMENT LP

-5.90%

Shares3.8M

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

4.19%

Shares1.2M

Event2026-03-31

Filed2026-04-08

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares2.3M

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

1.12%

Shares1.4M

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.60%

Shares266.9K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

-0.27%

Shares1.1M

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

-1.12%

Shares939.8K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

0.39%

Shares1.3M

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.54%

Shares163.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares169.4K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

4.90%

Shares1.4M

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

3.81%

Shares1.2M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.04%

Shares146.4K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

8.51%

Shares1.1M

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

11.86%

Shares53.9K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

-0.09%

Shares798.9K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

8.19%

Shares652.8K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

13.85%

Shares601.1K

Event2026-03-31

Filed2026-04-08

METV

LISTED FDS TR

-3.41%

Shares36.8K

Event2026-03-31

Filed2026-04-08

DFEV

DIMENSIONAL ETF TRUST

6.22%

Shares585.5K

Event2026-03-31

Filed2026-04-08

DFEM

DIMENSIONAL ETF TRUST

1.28%

Shares586.6K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

0.24%

Shares137.4K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

9.81%

Shares328.9K

Event2026-03-31

Filed2026-04-08

DFGR

DIMENSIONAL ETF TRUST

24.75%

Shares562.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-3.47%

Shares20.8K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-3.10%

Shares27.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-2.01%

Shares56.8K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

0.03%

Shares77.9K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-7.79%

Shares18.7K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.44%

Shares57.8K

Event2026-03-31

Filed2026-04-08

DHS

WISDOMTREE TR

-4.01%

Shares76.5K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

-0.02%

Shares20.5K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-0.09%

Shares92.4K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.04%

Shares34.0K

Event2026-03-31

Filed2026-04-08

DFAW

DIMENSIONAL ETF TRUST

12.56%

Shares95.4K

Event2026-03-31

Filed2026-04-08

ALRM

ALARM COM HLDGS INC

-3.77%

Shares162.5K

Event2026-03-31

Filed2026-04-08

DLS

WISDOMTREE TR

-2.05%

Shares81.9K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-1.29%

Shares81.3K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

-6.24%

Shares90.8K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

48.71%

Shares118.4K

Event2026-03-31

Filed2026-04-08

BSVO

EA SERIES TRUST

0.00%

Shares232.2K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

0.13%

Shares36.6K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

14.37%

Shares73.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.12%

Shares16.7K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

-0.42%

Shares48.4K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.04%

Shares9.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

4.00%

Shares13.1K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-0.68%

Shares19.4K

Event2026-03-31

Filed2026-04-08

DTH

WISDOMTREE TR

-5.90%

Shares70.3K

Event2026-03-31

Filed2026-04-08

DFAR

DIMENSIONAL ETF TRUST

0.11%

Shares160.5K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

8.96%

Shares50.4K

Event2026-03-31

Filed2026-04-08

DIHP

DIMENSIONAL ETF TRUST

3.15%

Shares117.0K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

-0.14%

Shares18.4K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

32.38%

Shares32.8K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares24.7K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

8.85%

Shares96.7K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

0.00%

Shares39.0K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.47%

Shares20.4K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

0.00%

Shares34.6K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-5.55%

Shares16.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-0.02%

Shares5.0K

Event2026-03-31

Filed2026-04-08

DES

WISDOMTREE TR

-7.64%

Shares90.6K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

5.84%

Shares8.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.59%

Shares12.9K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-11.23%

Shares14.0K

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

-0.06%

Shares31.7K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-1.93%

Shares14.0K

Event2026-03-31

Filed2026-04-08

VPL

VANGUARD INTL EQUITY INDEX F

-1.74%

Shares29.7K

Event2026-03-31

Filed2026-04-08

OKE

ONEOK INC NEW

-4.11%

Shares32.0K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-7.05%

Shares85.3K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

0.65%

Shares52.1K

Event2026-03-31

Filed2026-04-08

AVGE

AMERICAN CENTY ETF TR

-1.01%

Shares31.9K

Event2026-03-31

Filed2026-04-08

EPD

ENTERPRISE PRODS PARTNERS L

41.35%

Shares74.0K

Event2026-03-31

Filed2026-04-08

AVDV

AMERICAN CENTY ETF TR

41.31%

Shares27.7K

Event2026-03-31

Filed2026-04-08

VTES

VANGUARD WELLINGTON FD

6.84%

Shares27.2K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

4.20%

Shares34.8K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

102.62%

Shares32.5K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-0.63%

Shares20.7K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

-0.89%

Shares12.5K

Event2026-03-31

Filed2026-04-08

VGK

VANGUARD INTL EQUITY INDEX F

0.20%

Shares30.4K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

-0.33%

Shares21.4K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-44.21%

Shares11.2K

Event2026-03-31

Filed2026-04-08

DEHP

DIMENSIONAL ETF TRUST

67.47%

Shares68.4K

Event2026-03-31

Filed2026-04-08

IWC

ISHARES TR

0.05%

Shares14.3K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

36.12%

Shares52.3K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

5.65%

Shares70.3K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

0.19%

Shares3.1K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

0.06%

Shares14.1K

Event2026-03-31

Filed2026-04-08

AVGV

AMERICAN CENTY ETF TR

0.50%

Shares27.4K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-0.33%

Shares4.8K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

6.09%

Shares27.4K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

3.71%

Shares23.5K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-0.74%

Shares8.2K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

0.13%

Shares17.2K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

-0.35%

Shares25.7K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

0.51%

Shares69.0K

Event2026-03-31

Filed2026-04-08

DXIV

DIMENSIONAL ETF TRUST

4.71%

Shares25.4K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-10.14%

Shares68.3K

Event2026-03-31

Filed2026-04-08

DFNM

DIMENSIONAL ETF TRUST

-26.90%

Shares34.9K

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

0.36%

Shares21.0K

Event2026-03-31

Filed2026-04-08

VFH

VANGUARD WORLD FD

-3.75%

Shares13.3K

Event2026-03-31

Filed2026-04-08

ENERGY TRANSFER L P

105.14%

Shares83.0K

Event2026-03-31

Filed2026-04-08

VCR

VANGUARD WORLD FD

0.11%

Shares4.4K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-0.49%

Shares20.4K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

-0.21%

Shares18.0K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-1.62%

Shares4.6K

Event2026-03-31

Filed2026-04-08

GSG

ISHARES S&P GSCI COMMODITY-

-11.61%

Shares41.9K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

-0.81%

Shares9.3K

Event2026-03-31

Filed2026-04-08

XYZ

BLOCK INC

-1.51%

Shares22.2K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

-0.20%

Shares8.2K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

1.01%

Shares2.1K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

15.96%

Shares3.8K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

SYLD

CAMBRIA ETF TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-08

DFAU

DIMENSIONAL ETF TRUST

0.68%

Shares27.5K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.06%

Shares5.0K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

-0.67%

Shares16.6K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

DGS

WISDOMTREE TR

-4.65%

Shares20.1K

Event2026-03-31

Filed2026-04-08

IWN

ISHARES TR

-5.67%

Shares6.1K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

3.98%

Shares46.8K

Event2026-03-31

Filed2026-04-08

PSLV

SPROTT ASSET MANAGEMENT LP

-9.93%

Shares45.3K

Event2026-03-31

Filed2026-04-08

AVSC

AMERICAN CENTY ETF TR

0.06%

Shares17.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.63%

Shares3.8K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

-31.83%

Shares21.6K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

0.68%

Shares4.4K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

-8.66%

Shares12.8K

Event2026-03-31

Filed2026-04-08

DEM

WISDOMTREE TR

-16.96%

Shares21.2K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

29.50%

Shares10.5K

Event2026-03-31

Filed2026-04-08

DCOR

DIMENSIONAL ETF TRUST

19.00%

Shares14.5K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-2.67%

Shares15.4K

Event2026-03-31

Filed2026-04-08

RWAY

RUNWAY GROWTH FINANCE CORP

0.00%

Shares150.5K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-0.29%

Shares4.8K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-3.29%

Shares39.0K

Event2026-03-31

Filed2026-04-08

SPTS

SPDR SERIES TRUST

0.00%

Shares32.5K

Event2026-03-31

Filed2026-04-08

APPF

APPFOLIO INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-08

VDE

VANGUARD WORLD FD

-62.23%

Shares5.2K

Event2026-03-31

Filed2026-04-08

ICF

ISHARES TR

-1.15%

Shares14.6K

Event2026-03-31

Filed2026-04-08

DXUV

DIMENSIONAL ETF TRUST

7.36%

Shares15.2K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

AVDS

AMERICAN CENTY ETF TR

0.02%

Shares12.1K

Event2026-03-31

Filed2026-04-08

AVIV

AMERICAN CENTY ETF TR

1.05%

Shares11.5K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-9.14%

Shares3.9K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-1.81%

Shares2.7K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-2.01%

Shares828

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-0.30%

Shares5.0K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

1.90%

Shares2.1K

Event2026-03-31

Filed2026-04-08

AEM

AGNICO EAGLE MINES LTD

-0.62%

Shares4.0K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

8.60%

Shares5.4K

Event2026-03-31

Filed2026-04-08

DOL

WISDOMTREE TR

0.09%

Shares11.6K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

-3.44%

Shares9.3K

Event2026-03-31

Filed2026-04-08

FNDX

SCHWAB STRATEGIC TR

-0.33%

Shares27.4K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

-44.49%

Shares13.4K

Event2026-03-31

Filed2026-04-08

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares18.1K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

-11.81%

Shares24.9K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

1.49%

Shares7.5K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

27.70%

Shares8.8K

Event2026-03-31

Filed2026-04-08

ISHG

ISHARES TR

New

Shares9.5K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

-13.70%

Shares1.5K

Event2026-03-31

Filed2026-04-08

MCHI

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-08

BABA

ALIBABA GROUP HLDG LTD

-1.57%

Shares5.0K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-2.89%

Shares671

Event2026-03-31

Filed2026-04-08

XLU

SELECT SECTOR SPDR TR

-4.18%

Shares13.2K

Event2026-03-31

Filed2026-04-08

VISA INC

-1.18%

Shares2.0K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

26.99%

Shares13.0K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

-0.04%

Shares20.4K

Event2026-03-31

Filed2026-04-08

VPU

VANGUARD WORLD FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

AGI

ALAMOS GOLD INC

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

-0.45%

Shares2.4K

Event2026-03-31

Filed2026-04-08

OKTA

OKTA INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-08

PDBC

INVESCO ACTVELY MNGD ETC FD

1.87%

Shares33.2K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.02%

Shares4.6K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

-2.79%

Shares1.6K

Event2026-03-31

Filed2026-04-08

DBEF

DBX ETF TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

-6.53%

Shares6.8K

Event2026-03-31

Filed2026-04-08

IDU

ISHARES TR

0.13%

Shares4.8K

Event2026-03-31

Filed2026-04-08

SON

SONOCO PRODS CO

0.14%

Shares2.9K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

-1.43%

Shares413

Event2026-03-31

Filed2026-04-08

IYY

ISHARES TR

0.20%

Shares3.4K

Event2026-03-31

Filed2026-04-08

IWS

ISHARES TR

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-08

AT&T INC

-0.96%

Shares18.5K

Event2026-03-31

Filed2026-04-08

CORT

CORCEPT THERAPEUTICS INC

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-08

IHF

ISHARES TR

0.22%

Shares12.3K

Event2026-03-31

Filed2026-04-08

KMI

KINDER MORGAN INC DEL

-0.52%

Shares15.3K

Event2026-03-31

Filed2026-04-08

BAR

GRANITESHARES GOLD TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-08

STT

STATE STR CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-4.64%

Shares1.5K

Event2026-03-31

Filed2026-04-08

VNQI

VANGUARD INTL EQUITY INDEX F

-43.76%

Shares11.3K

Event2026-03-31

Filed2026-04-08

INFL

LISTED FDS TR

0.15%

Shares9.6K

Event2026-03-31

Filed2026-04-08

DON

WISDOMTREE TR

0.50%

Shares9.4K

Event2026-03-31

Filed2026-04-08

WDAY

WORKDAY INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-08

ZETA

ZETA GLOBAL HOLDINGS CORP

0.00%

Shares30.6K

Event2026-03-31

Filed2026-04-08

TJX

TJX COS INC NEW

0.30%

Shares3.0K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-08

ICOP

ISHARES TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

BOEING CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

4.90%

Shares3.2K

Event2026-03-31

Filed2026-04-08

VEEV

VEEVA SYS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-1.29%

Shares3.5K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

0.43%

Shares3.8K

Event2026-03-31

Filed2026-04-08

NOW

SERVICENOW INC

4.94%

Shares4.3K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

-4.51%

Shares13.6K

Event2026-03-31

Filed2026-04-08

SLB

SLB LIMITED

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

-2.33%

Shares1.1K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

-14.75%

Shares9.8K

Event2026-03-31

Filed2026-04-08

VCRM

VANGUARD MUN BD FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

CYRX

CRYOPORT INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-2.09%

Shares4.0K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

-15.85%

Shares10.6K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-2.87%

Shares4.2K

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

-6.14%

Shares3.5K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

5.01%

Shares13.7K

Event2026-03-31

Filed2026-04-08

EFG

ISHARES TR

-1.46%

Shares3.4K

Event2026-03-31

Filed2026-04-08

GPI

GROUP 1 AUTOMOTIVE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-12.01%

Shares3.6K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-27.08%

Shares1.4K

Event2026-03-31

Filed2026-04-08

DUSB

DIMENSIONAL ETF TRUST

15.52%

Shares7.4K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

0.00%

Shares414

Event2026-03-31

Filed2026-04-08

IEUR

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-12.63%

Shares6.0K

Event2026-03-31

Filed2026-04-08

HEFA

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-08

IGIB

ISHARES TR

34.73%

Shares6.8K

Event2026-03-31

Filed2026-04-08

BITB

BITWISE BITCOIN ETF TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

-1.67%

Shares1.2K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

ESNT

ESSENT GROUP LTD

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

51.72%

Shares5.9K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

0.17%

Shares5.2K

Event2026-03-31

Filed2026-04-08

WTW

WILLIS TOWERS WATSON PLC LTD

-1.59%

Shares1.2K

Event2026-03-31

Filed2026-04-08

STPZ

PIMCO ETF TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08

AIQ

GLOBAL X FDS

15.70%

Shares7.1K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

27.23%

Shares3.3K

Event2026-03-31

Filed2026-04-08

EEMV

ISHARES INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

XLB

SELECT SECTOR SPDR TR

-0.60%

Shares6.3K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

0.16%

Shares6.3K

Event2026-03-31

Filed2026-04-08

BBNX

BETA BIONICS INC

0.00%

Shares31.3K

Event2026-03-31

Filed2026-04-08

APPN

APPIAN CORP

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

-10.39%

Shares6.4K

Event2026-03-31

Filed2026-04-08

FLOT

ISHARES TR

0.65%

Shares6.0K

Event2026-03-31

Filed2026-04-08

ARKF

ARK ETF TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-08

BMVP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

AVSD

AMERICAN CENTY ETF TR

0.10%

Shares4.1K

Event2026-03-31

Filed2026-04-08

SPYX

SPDR SERIES TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

BAC-PL

BANK AMERICA CORP

0.00%

Shares251

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

-11.42%

Shares9.8K

Event2026-03-31

Filed2026-04-08

ILCG

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-08

RWO

SPDR INDEX SHS FDS

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-08

FDX

FEDEX CORP

0.00%

Shares828

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

-2.39%

Shares857

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares591

Event2026-03-31

Filed2026-04-08

WFC-PL

WELLS FARGO & CO

0.00%

Shares250

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

0.75%

Shares5.5K

Event2026-03-31

Filed2026-04-08

NEM

NEWMONT CORP

7.31%

Shares2.6K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

0.64%

Shares11.4K

Event2026-03-31

Filed2026-04-08

CET

CENTRAL SECS CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

-4.14%

Shares1.0K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

PNC

PNC FINL SVCS GROUP INC

-4.78%

Shares1.3K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-08

AVLV

AMERICAN CENTY ETF TR

0.29%

Shares3.4K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

BLACKLINE INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.06%

Shares6.4K

Event2026-03-31

Filed2026-04-08

DEERE & CO

0.21%

Shares482

Event2026-03-31

Filed2026-04-08

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

WTAI

WISDOMTREE TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-08

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

0.00%

Shares716

Event2026-03-31

Filed2026-04-08

XAR

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

0.45%

Shares2.0K

Event2026-03-31

Filed2026-04-08

HUBS

HUBSPOT INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

AVRE

AMERICAN CENTY ETF TR

0.07%

Shares5.9K

Event2026-03-31

Filed2026-04-08

COLGATE PALMOLIVE CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

NYF

ISHARES TR

0.51%

Shares4.7K

Event2026-03-31

Filed2026-04-08

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

IDV

ISHARES TR

0.02%

Shares5.8K

Event2026-03-31

Filed2026-04-08

BROOKFIELD CORP

26.56%

Shares6.0K

Event2026-03-31

Filed2026-04-08

SPOT

SPOTIFY TECHNOLOGY S A

0.00%

Shares494

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares829

Event2026-03-31

Filed2026-04-08

IMCG

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

PPTA

PERPETUA RESOURCES CORP

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

0.40%

Shares505

Event2026-03-31

Filed2026-04-08

SGDM

SPROTT ETF TRUST

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SCHK

SCHWAB STRATEGIC TR

-77.77%

Shares7.2K

Event2026-03-31

Filed2026-04-08

OKLO

OKLO INC

1.11%

Shares4.5K

Event2026-03-31

Filed2026-04-08

MSTR

STRATEGY INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-08

ILCB

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

FCX

FREEPORT MCMORAN INC

-13.64%

Shares3.8K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

2.27%

Shares1.2K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

-1.34%

Shares1.2K

Event2026-03-31

Filed2026-04-08

IWP

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

CVLT

COMMVAULT SYS INC

-2.21%

Shares2.7K

Event2026-03-31

Filed2026-04-08

MELI

MERCADOLIBRE INC

0.83%

Shares121

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

0.00%

Shares246

Event2026-03-31

Filed2026-04-08

SCHC

SCHWAB STRATEGIC TR

-15.63%

Shares4.4K

Event2026-03-31

Filed2026-04-08

ALGN

ALIGN TECHNOLOGY INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

New

Shares234

Event2026-03-31

Filed2026-04-08

NRK

NUVEEN NY AMT FREE

New

Shares20.0K

Event2026-03-31

Filed2026-04-08

ADM

ARCHER DANIELS MIDLAND CO

New

Shares2.8K

Event2026-03-31

Filed2026-04-08

BWXT

BWX TECHNOLOGIES INC

New

Shares991

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

14.95%

Shares1.3K

Event2026-03-31

Filed2026-04-08

DXYZ

DESTINY TECH100 INC

-50.00%

Shares7.5K

Event2026-03-31

Filed2026-04-08

KRP

KIMBELL RTY PARTNERS LP

2.18%

Shares12.2K

Event2026-03-31

Filed2026-04-08

COMP

COMPASS INC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-08

AAL

AMERICAN AIRLINES GROUP INC

10.49%

Shares12.3K

Event2026-03-31

Filed2026-04-08

PBI

PITNEY BOWES INC

0.82%

Shares11.3K

Event2026-03-31

Filed2026-04-08

PUTNAM ETF TRUST

0.64%

Shares13.6K

Event2026-03-31

Filed2026-04-08

RWT

REDWOOD TRUST INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-08

BARK

BARK INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available