Sponsored

The Analysis of Evergreen Advisors, LLC's Holdings & P&L

Currently, Evergreen Advisors, LLC holds 168 types of securities in its portfolio with a total value $425.8M. In the most recent quarter, they have increased their positions in SCHB (+112.7K shares, valued at $2.8M), VCIT (+31.2K shares, valued at $2.6M), VMBS (+27.0K shares, valued at $1.3M); decreased their positions in SCYB (-22.0K shares, valued at $572.0K), SPY (-521 shares, valued at $338.8K), VTI (-36 shares, valued at $11.5K); initiated new positions in VTEB (+20.1K shares, valued at $1.0M), SCHV (+22.9K shares, valued at $698.3K), HD (+620 shares, valued at $203.9K).

1M P&L

+14.5M+3.23%

3M P&L

+16.2M+3.63%

HY P&L

+34.6M+8.08%

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/A418.1M

98.6%

2Consumer Electronics1.1M

0.3%

3Banks - Regional694.2K

0.2%

Top Industries by Stock Count

1N/A58 stocks

37.2%

2Capital Markets5 stocks

3.2%

3Banks - Regional5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR6.3M shares1.83%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR2.5M shares0.84%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS614.9K shares5.34%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR1.6M shares2.20%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS580.5K shares3.76%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS692.8K shares4.06%2026-03-312026-05-05

IJR ISHARES TR182.6K shares2.85%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T4.6K shares-10.18%2026-03-312026-05-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS6.9K shares18.80%2026-03-312026-05-05

AAPL APPLE INC4.2K shares-0.73%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS20.1K sharesnew addition2026-03-312026-05-05

IWD ISHARES TR4.1K shares0.00%2026-03-312026-05-05

VTI VANGUARD INDEX FDS2.7K shares-1.33%2026-03-312026-05-05

AGG ISHARES TR8.1K shares0.00%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F9.8K shares0.15%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR22.9K sharesnew addition2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC1.8K shares0.00%2026-03-312026-05-05

SMBK SMARTFINANCIAL INC11.8K shares0.20%2026-03-312026-05-05

NVDA NVIDIA CORPORATION2.0K shares21.33%2026-03-312026-05-05

LOW LOWES COS INC1.4K shares44.32%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.0K shares31.29%2026-03-312026-05-05

VB VANGUARD INDEX FDS898 shares0.34%2026-03-312026-05-05

VUG VANGUARD INDEX FDS499 shares0.00%2026-03-312026-05-05

MSFT MICROSOFT CORP571 shares9.39%2026-03-312026-05-05

Sponsored

HD HOME DEPOT INC620 sharesnew addition2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL396 sharesnew addition2026-03-312026-05-05

IYW ISHARES TR1.0K shares0.00%2026-03-312026-05-05

AMZN AMAZON COM INC818 sharesnew addition2026-03-312026-05-05

WMT WALMART INC1.3K sharesnew addition2026-03-312026-05-05

CVX CHEVRON CORPORATION720 sharesnew addition2026-03-312026-05-05

CAT CATERPILLAR INC210 sharesnew addition2026-03-312026-05-05

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC1.6K sharesnew addition2026-03-312026-05-05

Sponsored

PNC PNC FINL SVCS GROUP INC660 sharesnew addition2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE476 sharesnew addition2026-03-312026-05-05

JPM JPMORGAN CHASE & CO439 sharesnew addition2026-03-312026-05-05

LLY ELI LILLY & CO128 sharesnew addition2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC800 sharesnew addition2026-03-312026-05-05

IWF ISHARES TR269 sharesnew addition2026-03-312026-05-05

ORCL ORACLE CORP751 sharesnew addition2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS692 sharesnew addition2026-03-312026-05-05

Sponsored

INTC INTEL CORP2.3K sharesnew addition2026-03-312026-05-05

GEV GE VERNOVA INC115 sharesnew addition2026-03-312026-05-05

MHK MOHAWK INDS INC1.0K sharesnew addition2026-03-312026-05-05

UCB UNITED CMNTY BKS BLAIRSVLE G2.9K sharesnew addition2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC268 sharesnew addition2026-03-312026-05-05

JNJ JOHNSON & JOHNSON367 sharesnew addition2026-03-312026-05-05

ALPHABET INC ALPHABET INC305 sharesnew addition2026-03-312026-05-05

IVV ISHARES TR127 sharesnew addition2026-03-312026-05-05

Sponsored

CITIGROUP INC CITIGROUP INC712 sharesnew addition2026-03-312026-05-05

BILL HOLDINGS INC BILL HOLDINGS INC2.0K sharesnew addition2026-03-312026-05-05

UNM UNUM GROUP1.0K sharesnew addition2026-03-312026-05-05

DVY ISHARES TR451 sharesnew addition2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC331 sharesnew addition2026-03-312026-05-05

TSLA TESLA INC153 sharesnew addition2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP599 sharesnew addition2026-03-312026-05-05

FDX FEDEX CORP155 sharesnew addition2026-03-312026-05-05

Sponsored

COST COSTCO WHOLESALE CORPORATION55 sharesnew addition2026-03-312026-05-05

VODAFONE GROUP PLC VODAFONE GROUP PLC3.6K sharesnew addition2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP188 sharesnew addition2026-03-312026-05-05

SDY SPDR SERIES TRUST366 sharesnew addition2026-03-312026-05-05

SCYB SCHWAB STRATEGIC TR2.0K shares-91.63%2026-03-312026-05-05

AMAT APPLIED MATLS INC151 sharesnew addition2026-03-312026-05-05

GLDM WORLD GOLD TR534 sharesnew addition2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC55 sharesnew addition2026-03-312026-05-05

Sponsored

PM PHILIP MORRIS INTL INC280 sharesnew addition2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR1.8K sharesnew addition2026-03-312026-05-05

V VISA INC145 sharesnew addition2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC359 sharesnew addition2026-03-312026-05-05

SHV ISHARES TR390 sharesnew addition2026-03-312026-05-05

VFH VANGUARD WORLD FD347 sharesnew addition2026-03-312026-05-05

VTV VANGUARD INDEX FDS205 sharesnew addition2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC9 sharesnew addition2026-03-312026-05-05

Sponsored

AMGN AMGEN INC105 sharesnew addition2026-03-312026-05-05

PG PROCTER & GAMBLE CO253 sharesnew addition2026-03-312026-05-05

COP CONOCOPHILLIPS276 sharesnew addition2026-03-312026-05-05

ARW ARROW ELECTRS INC254 sharesnew addition2026-03-312026-05-05

TJX TJX COS INC NEW225 sharesnew addition2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW272 sharesnew addition2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC75 sharesnew addition2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC123 sharesnew addition2026-03-312026-05-05

Sponsored

AXP AMERICAN EXPRESS CO109 sharesnew addition2026-03-312026-05-05

RTX RTX CORPORATION162 sharesnew addition2026-03-312026-05-05

AFL AFLAC INC266 sharesnew addition2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR922 sharesnew addition2026-03-312026-05-05

ING ING GROEP N.V.1.1K sharesnew addition2026-03-312026-05-05

SLB SLB LIMITED515 sharesnew addition2026-03-312026-05-05

FAST FASTENAL CO570 sharesnew addition2026-03-312026-05-05

GM GENERAL MTRS CO355 sharesnew addition2026-03-312026-05-05

Sponsored

PEP PEPSICO INC161 sharesnew addition2026-03-312026-05-05

DG DOLLAR GEN CORP209 sharesnew addition2026-03-312026-05-05

SO SOUTHERN CO255 sharesnew addition2026-03-312026-05-05

IVE ISHARES TR115 sharesnew addition2026-03-312026-05-05

DIS DISNEY WALT CO249 sharesnew addition2026-03-312026-05-05

PGR PROGRESSIVE CORP120 sharesnew addition2026-03-312026-05-05

COF CAPITAL ONE FINL CORP129 sharesnew addition2026-03-312026-05-05

META META PLATFORMS INC39 sharesnew addition2026-03-312026-05-05

Sponsored

SCHG SCHWAB STRATEGIC TR725 sharesnew addition2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN100 sharesnew addition2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC381 sharesnew addition2026-03-312026-05-05

AJG GALLAGHER ARTHUR J & CO86 sharesnew addition2026-03-312026-05-05

BKLC BNY MELLON ETF TRUST148 sharesnew addition2026-03-312026-05-05

FTEC FIDELITY COVINGTON TRUST87 sharesnew addition2026-03-312026-05-05

SBUX STARBUCKS CORP197 sharesnew addition2026-03-312026-05-05

T AT&T INC576 sharesnew addition2026-03-312026-05-05

Sponsored

LUV SOUTHWEST AIRLS CO439 sharesnew addition2026-03-312026-05-05

KO COCA COLA CO216 sharesnew addition2026-03-312026-05-05

FXR FIRST TR EXCHANGE-TRADED FD189 sharesnew addition2026-03-312026-05-05

HAL HALLIBURTON CO396 sharesnew addition2026-03-312026-05-05

FI FISERV INC270 sharesnew addition2026-03-312026-05-05

FHLC FIDELITY COVINGTON TRUST214 sharesnew addition2026-03-312026-05-05

VV VANGUARD INDEX FDS49 sharesnew addition2026-03-312026-05-05

EMR EMERSON ELEC CO112 sharesnew addition2026-03-312026-05-05

Sponsored

PSX PHILLIPS 6678 sharesnew addition2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR202 sharesnew addition2026-03-312026-05-05

RIOT RIOT PLATFORMS INC1.0K sharesnew addition2026-03-312026-05-05

GEHC GE HEALTHCARE TECHNOLOGIES I156 sharesnew addition2026-03-312026-05-05

CCL CARNIVAL CORP400 sharesnew addition2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR361 sharesnew addition2026-03-312026-05-05

SPYG SPDR SERIES TRUST95 sharesnew addition2026-03-312026-05-05

TSN TYSON FOODS INC139 sharesnew addition2026-03-312026-05-05

Sponsored

FNCL FIDELITY COVINGTON TRUST122 sharesnew addition2026-03-312026-05-05

PFE PFIZER INC302 sharesnew addition2026-03-312026-05-05

COWZ PACER FDS TR135 sharesnew addition2026-03-312026-05-05

MARA MARA HOLDINGS INC1.0K sharesnew addition2026-03-312026-05-05

PSCE INVESCO EXCH TRADED FD TR II121 sharesnew addition2026-03-312026-05-05

ARKK ARK ETF TR107 sharesnew addition2026-03-312026-05-05

CPRI CAPRI HOLDINGS LIMITED400 sharesnew addition2026-03-312026-05-05

ELV ELEVANCE HEALTH INC FORMERLY23 sharesnew addition2026-03-312026-05-05

Sponsored

MCHI ISHARES TR107 sharesnew addition2026-03-312026-05-05

USRT ISHARES TR100 sharesnew addition2026-03-312026-05-05

FSTA FIDELITY COVINGTON TRUST111 sharesnew addition2026-03-312026-05-05

FIDU FIDELITY COVINGTON TRUST63 sharesnew addition2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS113 sharesnew addition2026-03-312026-05-05

CMG CHIPOTLE MEXICAN GRILL INC150 sharesnew addition2026-03-312026-05-05

CHRD CHORD ENERGY CORPORATION30 sharesnew addition2026-03-312026-05-05

CSX CSX CORP99 sharesnew addition2026-03-312026-05-05

Sponsored

CORT CORCEPT THERAPEUTICS INC100 sharesnew addition2026-03-312026-05-05

GLW CORNING INC24 sharesnew addition2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD42 sharesnew addition2026-03-312026-05-05

SPHD INVESCO EXCH TRADED FD TR II54 sharesnew addition2026-03-312026-05-05

CBRL CRACKER BARREL OLD CTRY STOR93 sharesnew addition2026-03-312026-05-05

BND VANGUARD BD INDEX FDS31 sharesnew addition2026-03-312026-05-05

SPIP SPDR SERIES TRUST80 sharesnew addition2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC15 sharesnew addition2026-03-312026-05-05

Sponsored

IJH ISHARES TR27 sharesnew addition2026-03-312026-05-05

MCD MCDONALDS CORP5 sharesnew addition2026-03-312026-05-05

BTBT BIT DIGITAL INC1.0K sharesnew addition2026-03-312026-05-05

RDW REDWIRE CORPORATION150 sharesnew addition2026-03-312026-05-05

IPGP IPG PHOTONICS CORP11 sharesnew addition2026-03-312026-05-05

WAB WABTEC5 sharesnew addition2026-03-312026-05-05

ALL ALLSTATE CORP6 sharesnew addition2026-03-312026-05-05

BAH BOOZ ALLEN HAMILTON HLDG COR16 sharesnew addition2026-03-312026-05-05

Sponsored

JOBY JOBY AVIATION INC136 sharesnew addition2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION18 sharesnew addition2026-03-312026-05-05

CHTR CHARTER COMMUNICATIONS INC4 sharesnew addition2026-03-312026-05-05

FUNC FIRST UTD CORP23 sharesnew addition2026-03-312026-05-05

ETHE GRAYSCALE ETHEREUM STAKING E48 sharesnew addition2026-03-312026-05-05

F FORD MTR CO65 sharesnew addition2026-03-312026-05-05

OTIS OTIS WORLDWIDE CORP9 sharesnew addition2026-03-312026-05-05

WBD WARNER BROS DISCOVERY INC22 sharesnew addition2026-03-312026-05-05

Sponsored

RF REGIONS FINANCIAL CORP NEW22 sharesnew addition2026-03-312026-05-05

RAMACO RES INC RAMACO RES INC30 sharesnew addition2026-03-312026-05-05

VTRS VIATRIS INC32 sharesnew addition2026-03-312026-05-05

CHWY CHEWY INC10 sharesnew addition2026-03-312026-05-05

BAC BANK AMERICA CORP5 sharesnew addition2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II1 sharesnew addition2026-03-312026-05-05

VBR VANGUARD INDEX FDS1 sharesnew addition2026-03-312026-05-05

DNUT KRISPY KREME INC3 sharesnew addition2026-03-312026-05-05

Sponsored

SCHB

SCHWAB STRATEGIC TR

1.83%

Shares6.3M

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

0.84%

Shares2.5M

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

5.34%

Shares614.9K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

2.20%

Shares1.6M

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

3.76%

Shares580.5K

Event2026-03-31

Filed2026-05-05

VMBS

VANGUARD SCOTTSDALE FDS

4.06%

Shares692.8K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

2.85%

Shares182.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-10.18%

Shares4.6K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

18.80%

Shares6.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.73%

Shares4.2K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

New

Shares20.1K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-1.33%

Shares2.7K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares9.8K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

New

Shares22.9K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

SMBK

SMARTFINANCIAL INC

0.20%

Shares11.8K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

21.33%

Shares2.0K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

44.32%

Shares1.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

31.29%

Shares1.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.34%

Shares898

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

0.00%

Shares499

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

9.39%

Shares571

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

New

Shares620

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

New

Shares396

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

New

Shares818

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

New

Shares720

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

New

Shares210

Event2026-03-31

Filed2026-05-05

PINNACLE FINL PARTNERS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

New

Shares660

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

New

Shares476

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

New

Shares439

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

New

Shares128

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares800

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

New

Shares269

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

New

Shares751

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

New

Shares692

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

New

Shares115

Event2026-03-31

Filed2026-05-05

MHK

MOHAWK INDS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

UCB

UNITED CMNTY BKS BLAIRSVLE G

New

Shares2.9K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares268

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

New

Shares367

Event2026-03-31

Filed2026-05-05

ALPHABET INC

New

Shares305

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

New

Shares127

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

New

Shares712

Event2026-03-31

Filed2026-05-05

BILL HOLDINGS INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-05

UNM

UNUM GROUP

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

New

Shares451

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares331

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

New

Shares153

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

New

Shares599

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

New

Shares155

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

New

Shares55

Event2026-03-31

Filed2026-05-05

VODAFONE GROUP PLC

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

New

Shares188

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

New

Shares366

Event2026-03-31

Filed2026-05-05

SCYB

SCHWAB STRATEGIC TR

-91.63%

Shares2.0K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

New

Shares151

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

New

Shares534

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

New

Shares55

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

New

Shares280

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-05

VISA INC

New

Shares145

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

New

Shares359

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

New

Shares390

Event2026-03-31

Filed2026-05-05

VFH

VANGUARD WORLD FD

New

Shares347

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

New

Shares205

Event2026-03-31

Filed2026-05-05

BKNG

BOOKING HOLDINGS INC

New

Shares9

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

New

Shares105

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

New

Shares253

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

New

Shares276

Event2026-03-31

Filed2026-05-05

ARW

ARROW ELECTRS INC

New

Shares254

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

New

Shares225

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

New

Shares272

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

New

Shares75

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

New

Shares123

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

New

Shares109

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

New

Shares162

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

New

Shares266

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

New

Shares922

Event2026-03-31

Filed2026-05-05

ING

ING GROEP N.V.

New

Shares1.1K

Event2026-03-31

Filed2026-05-05

SLB

SLB LIMITED

New

Shares515

Event2026-03-31

Filed2026-05-05

FAST

FASTENAL CO

New

Shares570

Event2026-03-31

Filed2026-05-05

GENERAL MTRS CO

New

Shares355

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

New

Shares161

Event2026-03-31

Filed2026-05-05

DOLLAR GEN CORP

New

Shares209

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

New

Shares255

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

New

Shares115

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

New

Shares249

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP

New

Shares120

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP

New

Shares129

Event2026-03-31

Filed2026-05-05