Sponsored

The Analysis of Evolution Advisers, Inc.'s Holdings & P&L

Currently, Evolution Advisers, Inc. holds 162 types of securities in its portfolio with a total value $237.3K. In the most recent quarter, they have increased their positions in IAGG (+44.0K shares, valued at $2.2K), BSV (+19.8K shares, valued at $1.6K), NULG (+10.6K shares, valued at $962.1135177268111); decreased their positions in BNDX (-6.8K shares, valued at $328.65288212219934), VEA (-3.1K shares, valued at $198.25327690540408), VTV (-735 shares, valued at $144.20505388104107); initiated new positions in VUSB (+2.5K shares, valued at $125), AGG (+600 shares, valued at $59), IWB (+90 shares, valued at $32).

1M P&L

+6.9M+2.64%

3M P&L

-161.3M-37.69%

HY P&L

-153.0M-36.45%

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/A225.2K

96.0%

2Consumer Electronics1.4K

0.6%

3Insurance - Life1.4K

0.6%

Top Industries by Stock Count

1N/A75 stocks

49.3%

2Credit Services4 stocks

2.6%

3Asset Management3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS598.0K shares-0.51%2026-03-312026-05-01

VUG VANGUARD INDEX FDS71.7K shares0.99%2026-03-312026-05-01

VTV VANGUARD INDEX FDS130.8K shares-0.56%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS451.2K shares-1.49%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS252.9K shares8.51%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F267.0K shares1.14%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS232.2K shares7.00%2026-03-312026-05-01

BLV VANGUARD BD INDEX FDS132.0K shares3.18%2026-03-312026-05-01

Sponsored

VB VANGUARD INDEX FDS32.5K shares1.93%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS109.9K shares5.87%2026-03-312026-05-01

NUDM NUSHARES ETF TR208.5K shares11.04%2026-03-312026-05-01

IAGG ISHARES TR80.5K shares120.74%2026-03-312026-05-01

NULG NUSHARES ETF TR42.3K shares33.32%2026-03-312026-05-01

NULV NUSHARES ETF TR75.6K shares23.60%2026-03-312026-05-01

NUBD NUSHARES ETF TR127.2K shares2.88%2026-03-312026-05-01

NUEM NUSHARES ETF TR71.0K shares12.02%2026-03-312026-05-01

Sponsored

PWV INVESCO EXCHANGE TRADED FD T23.8K shares-2.07%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares-0.12%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR55.8K shares-5.31%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS18.7K shares85.75%2026-03-312026-05-01

AAPL APPLE INC5.4K shares-0.37%2026-03-312026-05-01

GNW GENWORTH FINL INC166.6K shares36.69%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS19.6K shares13.24%2026-03-312026-05-01

NUSC NUSHARES ETF TR20.2K shares26.15%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP4.9K shares-0.28%2026-03-312026-05-01

VXUS VANGUARD STAR FDS8.5K shares-3.95%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST16.7K shares0.00%2026-03-312026-05-01

VOT VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-01

VV VANGUARD INDEX FDS1.8K shares-12.41%2026-03-312026-05-01

UNP UNION PAC CORP2.0K shares0.00%2026-03-312026-05-01

WMT WALMART INC3.7K shares-0.98%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL905 shares0.00%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC1.4K shares-0.52%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.3K shares-4.88%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS4.5K shares-2.71%2026-03-312026-05-01

WFC WELLS FARGO CO NEW4.3K shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR11.6K shares342.67%2026-03-312026-05-01

ORI OLD REP INTL CORP7.7K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC1.4K shares-4.35%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.39%2026-03-312026-05-01

Sponsored

NI NISOURCE INC5.9K shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR10.8K shares-6.64%2026-03-312026-05-01

CW CURTISS WRIGHT CORP350 shares0.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS1.6K shares-6.50%2026-03-312026-05-01

VTI VANGUARD INDEX FDS40.3K shares2.91%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO.651 shares0.00%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR7.6K shares-13.33%2026-03-312026-05-01

ALPHABET INC ALPHABET INC600 shares0.00%2026-03-312026-05-01

Sponsored

SCHE SCHWAB STRATEGIC TR4.9K shares-8.67%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP1.6K shares0.00%2026-03-312026-05-01

TDY TELEDYNE TECHNOLOGIES INC250 shares0.00%2026-03-312026-05-01

MKL MARKEL GROUP INC78 shares1.30%2026-03-312026-05-01

BROADCOM INC BROADCOM INC450 shares0.00%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR4.2K shares0.00%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS2.5K sharesnew addition2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-03-312026-05-01

Sponsored

LOW LOWES COS INC518 shares-0.77%2026-03-312026-05-01

D DOMINION ENERGY INC2.0K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP326 shares0.00%2026-03-312026-05-01

SPY SPDR S&P 500 ETF TR179 shares0.00%2026-03-312026-05-01

V VISA INC381 shares0.00%2026-03-312026-05-01

CSCO CISCO SYS INC1.4K shares0.00%2026-03-312026-05-01

VXF VANGUARD INDEX FDS498 shares0.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON403 shares0.00%2026-03-312026-05-01

Sponsored

MA MASTERCARD INCORPORATED197 shares0.00%2026-03-312026-05-01

SYK STRYKER CORPORATION300 shares0.00%2026-03-312026-05-01

HD HOME DEPOT INC260 shares0.00%2026-03-312026-05-01

IVV ISHARES TR128 shares28.00%2026-03-312026-05-01

PEP PEPSICO INC526 shares0.00%2026-03-312026-05-01

HSY HERSHEY CO381 shares0.00%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP132 shares0.00%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC160 shares0.00%2026-03-312026-05-01

Sponsored

DFAU DIMENSIONAL ETF TRUST1.7K shares0.00%2026-03-312026-05-01

J JACOBS SOLUTIONS INC600 shares0.00%2026-03-312026-05-01

BNDW VANGUARD SCOTTSDALE FDS1.1K shares-0.09%2026-03-312026-05-01

AMGN AMGEN INC200 shares0.00%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC236 shares0.00%2026-03-312026-05-01

SEIC SEI INVTS CO873 shares0.00%2026-03-312026-05-01

KNSL KINSALE CAP GROUP INC199 shares0.00%2026-03-312026-05-01

PSX PHILLIPS 66373 shares0.00%2026-03-312026-05-01

Sponsored

HYBX TCW ETF TRUST2.2K shares0.00%2026-03-312026-05-01

NTR NUTRIEN LTD867 shares0.00%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC728 shares0.00%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP232 shares0.00%2026-03-312026-05-01

ESGD ISHARES TR650 shares0.00%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR2.1K shares-26.82%2026-03-312026-05-01

AGG ISHARES TR600 sharesnew addition2026-03-312026-05-01

IJR ISHARES TR464 shares4.50%2026-03-312026-05-01

Sponsored

ORCL ORACLE CORP380 shares0.00%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP282 shares21.55%2026-03-312026-05-01

DAL DELTA AIR LINES INC DEL759 shares0.00%2026-03-312026-05-01

FIW FIRST TR EXCHANGE-TRADED FD456 shares0.00%2026-03-312026-05-01

PPL PPL CORP1.2K shares0.00%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC126 shares0.00%2026-03-312026-05-01

CVX CHEVRON CORP NEW205 shares105.00%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND192 shares0.00%2026-03-312026-05-01

Sponsored

IJH ISHARES TR565 shares0.00%2026-03-312026-05-01

EXC EXELON CORP760 shares0.00%2026-03-312026-05-01

IYF ISHARES TR319 shares0.00%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN176 shares0.00%2026-03-312026-05-01

PPA INVESCO EXCHANGE TRADED FD T206 shares0.00%2026-03-312026-05-01

LINDE PLC LINDE PLC69 shares-12.66%2026-03-312026-05-01

SBUX STARBUCKS CORP383 shares0.00%2026-03-312026-05-01

MDY SPDR S&P MIDCAP 400 ETF TR54 shares0.00%2026-03-312026-05-01

Sponsored

IWB ISHARES TR90 sharesnew addition2026-03-312026-05-01

FTNT FORTINET INC390 shares0.00%2026-03-312026-05-01

CTAS CINTAS CORP180 shares0.00%2026-03-312026-05-01

HON HONEYWELL INTL INC136 shares0.00%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE94 shares-1.05%2026-03-312026-05-01

CHD CHURCH & DWIGHT CO INC278 shares0.00%2026-03-312026-05-01

PAYX PAYCHEX INC275 shares0.00%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS100 shares0.00%2026-03-312026-05-01

Sponsored

WSM WILLIAMS SONOMA INC132 shares0.00%2026-03-312026-05-01

IWR ISHARES TR233 sharesnew addition2026-03-312026-05-01

IYW ISHARES TR124 shares-12.68%2026-03-312026-05-01

ESGV VANGUARD WORLD FD199 shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC23 shares0.00%2026-03-312026-05-01

IEMG ISHARES INC300 shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC75 shares0.00%2026-03-312026-05-01

MO ALTRIA GROUP INC274 shares0.00%2026-03-312026-05-01

Sponsored

AMTM AMENTUM HOLDINGS INC636 shares0.00%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR657 shares0.00%2026-03-312026-05-01

VBIL VANGUARD INSTL INDEX FD220 shares0.00%2026-03-312026-05-01

IWD ISHARES TR71 shares0.00%2026-03-312026-05-01

IEFA ISHARES TR169 sharesnew addition2026-03-312026-05-01

RIVN RIVIAN AUTOMOTIVE INC1.0K shares0.00%2026-03-312026-05-01

T AT&T INC494 shares0.00%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR22 shares-12.00%2026-03-312026-05-01

Sponsored

TSLA TESLA INC27 shares0.00%2026-03-312026-05-01

GOLF ACUSHNET HLDGS CORP103 shares0.00%2026-03-312026-05-01

DHR DANAHER CORPORATION50 shares0.00%2026-03-312026-05-01

DIS DISNEY WALT CO100 shares0.00%2026-03-312026-05-01

METV LISTED FDS TR600 shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC50 shares0.00%2026-03-312026-05-01

F FORD MTR CO700 shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SERVICE INC79 shares0.00%2026-03-312026-05-01

Sponsored

VZ VERIZON COMMUNICATIONS INC157 shares0.00%2026-03-312026-05-01

BAC BANK AMERICA CORP125 shares0.00%2026-03-312026-05-01

EXR EXTRA SPACE STORAGE INC50 shares0.00%2026-03-312026-05-01

USHY ISHARES TR186 sharesnew addition2026-03-312026-05-01

ARCC ARES CAPITAL CORP318 shares0.00%2026-03-312026-05-01

HCA HCA HEALTHCARE INC11 shares0.00%2026-03-312026-05-01

SYF SYNCHRONY FINANCIAL74 shares0.00%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW16 shares0.00%2026-03-312026-05-01

Sponsored

GSLC GOLDMAN SACHS ETF TR17 shares0.00%2026-03-312026-05-01

IOO ISHARES TR19 shares0.00%2026-03-312026-05-01

CGCP CAPITAL GRP FIXED INCM ETF T80 shares0.00%2026-03-312026-05-01

SPGP INVESCO EXCHANGE TRADED FD T18 shares0.00%2026-03-312026-05-01

IQLT ISHARES TR22 shares0.00%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS20 shares-82.76%2026-03-312026-05-01

AMAT APPLIED MATLS INCN/A sharesnew addition2026-03-312026-05-01

KO COCA COLA CO2 shares0.00%2026-03-312026-05-01

Sponsored

COST COSTCO WHSL CORP NEWN/A sharesnew addition2026-03-312026-05-01

NFLT ETFIS SER TR I17 shares0.00%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR17 shares0.00%2026-03-312026-05-01

DIVI FRANKLIN TEMPLETON ETF TR2 shares0.00%2026-03-312026-05-01

IDRV ISHARES TR5 shares0.00%2026-03-312026-05-01

MS MORGAN STANLEY2 shares0.00%2026-03-312026-05-01

NKE NIKE INC2 shares0.00%2026-03-312026-05-01

SPMD SPDR SERIES TRUST15 shares0.00%2026-03-312026-05-01

Sponsored

VWOB VANGUARD WHITEHALL FDS15 shares0.00%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC79 shares0.00%2026-03-312026-05-01

VEA

VANGUARD TAX-MANAGED FDS

-0.51%

Shares598.0K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

0.99%

Shares71.7K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-0.56%

Shares130.8K

Event2026-03-31

Filed2026-05-01

BNDX

VANGUARD CHARLOTTE FDS

-1.49%

Shares451.2K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

8.51%

Shares252.9K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

1.14%

Shares267.0K

Event2026-03-31

Filed2026-05-01

VMBS

VANGUARD SCOTTSDALE FDS

7.00%

Shares232.2K

Event2026-03-31

Filed2026-05-01

BLV

VANGUARD BD INDEX FDS

3.18%

Shares132.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

1.93%

Shares32.5K

Event2026-03-31

Filed2026-05-01

BIV

VANGUARD BD INDEX FDS

5.87%

Shares109.9K

Event2026-03-31

Filed2026-05-01

NUDM

NUSHARES ETF TR

11.04%

Shares208.5K

Event2026-03-31

Filed2026-05-01

IAGG

ISHARES TR

120.74%

Shares80.5K

Event2026-03-31

Filed2026-05-01

NULG

NUSHARES ETF TR

33.32%

Shares42.3K

Event2026-03-31

Filed2026-05-01

NULV

NUSHARES ETF TR

23.60%

Shares75.6K

Event2026-03-31

Filed2026-05-01

NUBD

NUSHARES ETF TR

2.88%

Shares127.2K

Event2026-03-31

Filed2026-05-01

NUEM

NUSHARES ETF TR

12.02%

Shares71.0K

Event2026-03-31

Filed2026-05-01

PWV

INVESCO EXCHANGE TRADED FD T

-2.07%

Shares23.8K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-0.12%

Shares2.5K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

-5.31%

Shares55.8K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

85.75%

Shares18.7K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.37%

Shares5.4K

Event2026-03-31

Filed2026-05-01

GNW

GENWORTH FINL INC

36.69%

Shares166.6K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

13.24%

Shares19.6K

Event2026-03-31

Filed2026-05-01

NUSC

NUSHARES ETF TR

26.15%

Shares20.2K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-0.28%

Shares4.9K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-3.95%

Shares8.5K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-01

VOT

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-12.41%

Shares1.8K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-0.98%

Shares3.7K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares905

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-0.52%

Shares1.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-4.88%

Shares1.3K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

-2.71%

Shares4.5K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO CO NEW

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

342.67%

Shares11.6K

Event2026-03-31

Filed2026-05-01

ORI

OLD REP INTL CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-4.35%

Shares1.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INTL EQUITY INDEX F

0.39%

Shares2.1K

Event2026-03-31

Filed2026-05-01

NISOURCE INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-6.64%

Shares10.8K

Event2026-03-31

Filed2026-05-01

CURTISS WRIGHT CORP

0.00%

Shares350

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

-6.50%

Shares1.6K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

2.91%

Shares40.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO.

0.00%

Shares651

Event2026-03-31

Filed2026-05-01

SCHZ

SCHWAB STRATEGIC TR

-13.33%

Shares7.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

-8.67%

Shares4.9K

Event2026-03-31

Filed2026-05-01

KMB

KIMBERLY-CLARK CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-01

MKL

MARKEL GROUP INC

1.30%

Shares78

Event2026-03-31

Filed2026-05-01

BROADCOM INC

0.00%

Shares450

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-01

VUSB

VANGUARD BD INDEX FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-0.77%

Shares518

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.00%

Shares326

Event2026-03-31

Filed2026-05-01

SPY

SPDR S&P 500 ETF TR

0.00%

Shares179

Event2026-03-31

Filed2026-05-01

VISA INC

0.00%

Shares381

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

0.00%

Shares498

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.00%

Shares403

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

0.00%

Shares197

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

0.00%

Shares260

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

28.00%

Shares128

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

0.00%

Shares526

Event2026-03-31

Filed2026-05-01

HSY

HERSHEY CO

0.00%

Shares381

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

0.00%

Shares132

Event2026-03-31

Filed2026-05-01

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares160

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

JACOBS SOLUTIONS INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

BNDW

VANGUARD SCOTTSDALE FDS

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-01

ELV

ELEVANCE HEALTH INC

0.00%

Shares236

Event2026-03-31

Filed2026-05-01

SEIC

SEI INVTS CO

0.00%

Shares873

Event2026-03-31

Filed2026-05-01

KNSL

KINSALE CAP GROUP INC

0.00%

Shares199

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

0.00%

Shares373

Event2026-03-31

Filed2026-05-01

HYBX

TCW ETF TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

NTR

NUTRIEN LTD

0.00%

Shares867

Event2026-03-31

Filed2026-05-01

TROW

PRICE T ROWE GROUP INC

0.00%

Shares728

Event2026-03-31

Filed2026-05-01

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares232

Event2026-03-31

Filed2026-05-01

ESGD

ISHARES TR

0.00%

Shares650

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

-26.82%

Shares2.1K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

New

Shares600

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

4.50%

Shares464

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

0.00%

Shares380

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

21.55%

Shares282

Event2026-03-31

Filed2026-05-01

DAL

DELTA AIR LINES INC DEL

0.00%

Shares759

Event2026-03-31

Filed2026-05-01

FIW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares456

Event2026-03-31

Filed2026-05-01

PPL

PPL CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

0.00%

Shares126

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORP NEW

105.00%

Shares205

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND

0.00%

Shares192

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

0.00%

Shares565

Event2026-03-31

Filed2026-05-01

EXC

EXELON CORP

0.00%

Shares760

Event2026-03-31

Filed2026-05-01

IYF

ISHARES TR

0.00%

Shares319

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares176

Event2026-03-31

Filed2026-05-01

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares206

Event2026-03-31

Filed2026-05-01

LINDE PLC

-12.66%

Shares69

Event2026-03-31

Filed2026-05-01

SBUX

STARBUCKS CORP

0.00%

Shares383

Event2026-03-31

Filed2026-05-01

MDY

SPDR S&P MIDCAP 400 ETF TR

0.00%

Shares54

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

New

Shares90

Event2026-03-31

Filed2026-05-01

FTNT

FORTINET INC

0.00%

Shares390

Event2026-03-31

Filed2026-05-01

CTAS

CINTAS CORP

0.00%

Shares180

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

0.00%

Shares136

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

-1.05%

Shares94

Event2026-03-31

Filed2026-05-01

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares278

Event2026-03-31

Filed2026-05-01

PAYX

PAYCHEX INC

0.00%

Shares275

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

WSM

WILLIAMS SONOMA INC

0.00%

Shares132

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

New

Shares233

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

-12.68%

Shares124

Event2026-03-31

Filed2026-05-01

ESGV

VANGUARD WORLD FD

0.00%

Shares199

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

0.00%

Shares23

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares75

Event2026-03-31

Filed2026-05-01

ALTRIA GROUP INC

0.00%

Shares274

Event2026-03-31

Filed2026-05-01

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares636

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares657

Event2026-03-31

Filed2026-05-01

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares220

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

0.00%

Shares71

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

New

Shares169

Event2026-03-31

Filed2026-05-01

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

AT&T INC

0.00%

Shares494

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-12.00%

Shares22

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares27

Event2026-03-31

Filed2026-05-01

GOLF

ACUSHNET HLDGS CORP

0.00%

Shares103

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORPORATION

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

0.00%

Shares100

Event2026-03-31

Filed2026-05-01

METV

LISTED FDS TR

0.00%

Shares600

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

FORD MTR CO

0.00%

Shares700

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SERVICE INC

0.00%

Shares79

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

0.00%

Shares157

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

0.00%

Shares125

Event2026-03-31

Filed2026-05-01

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

USHY

ISHARES TR

New

Shares186

Event2026-03-31

Filed2026-05-01

ARCC

ARES CAPITAL CORP

0.00%

Shares318

Event2026-03-31

Filed2026-05-01

HCA

HCA HEALTHCARE INC

0.00%

Shares11

Event2026-03-31

Filed2026-05-01

SYF

SYNCHRONY FINANCIAL

0.00%

Shares74

Event2026-03-31

Filed2026-05-01

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares16

Event2026-03-31

Filed2026-05-01

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares17

Event2026-03-31

Filed2026-05-01

IOO

ISHARES TR

0.00%

Shares19

Event2026-03-31

Filed2026-05-01

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares80

Event2026-03-31

Filed2026-05-01

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares18

Event2026-03-31

Filed2026-05-01

IQLT

ISHARES TR

0.00%

Shares22

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

-82.76%

Shares20

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

New

SharesN/A

Event2026-03-31

Filed2026-05-01

COCA COLA CO

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHSL CORP NEW

New

SharesN/A

Event2026-03-31

Filed2026-05-01

NFLT

ETFIS SER TR I

0.00%

Shares17

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares17

Event2026-03-31

Filed2026-05-01

DIVI

FRANKLIN TEMPLETON ETF TR

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

IDRV

ISHARES TR

0.00%

Shares5

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC

0.00%

Shares2

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

0.00%

Shares15

Event2026-03-31

Filed2026-05-01

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares15

Event2026-03-31

Filed2026-05-01

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares79

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available