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The Analysis of FARMERS & MERCHANTS INVESTMENTS INC's Holdings & P&L

Currently, FARMERS & MERCHANTS INVESTMENTS INC holds 1760 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in VEA (+100.0K shares, valued at $6.4M), IVV (+7.6K shares, valued at $5.0M), CRM (+24.4K shares, valued at $4.6M); decreased their positions in ALB (-9.8K shares, valued at $1.8M), WMT (-11.6K shares, valued at $1.4M), ATI (-7.4K shares, valued at $1.1M); initiated new positions in N/A (+32.9K shares, valued at $1.3M), N/A (+5.2K shares, valued at $401.1K), ONEV (+2.3K shares, valued at $312.9K).

1M P&L

+119.1M+3.40%

3M P&L

+159.7M+4.61%

HY P&L

+353.9M+10.83%

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/A1.2B

37.3%

2Credit Services198.8M

6.1%

3Software - Infrastructure147.9M

4.5%

Top Industries by Stock Count

1N/A195 stocks

11.7%

2Banks - Regional87 stocks

5.2%

3Software - Application49 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares S&P 500 Index Fund387.8K shares2.00%2026-03-312026-04-23

VEA Vanguard FTSE Developed Markets ETF3.6M shares2.82%2026-03-312026-04-23

NNI Nelnet, Inc.1.2M shares0.00%2026-03-312026-04-23

IJR iShares S&P Small Cap 600 Index ETF1.2M shares2.62%2026-03-312026-04-23

IJH iShares S&P Midcap 4001.9M shares2.90%2026-03-312026-04-23

AAPL Apple Inc440.3K shares2.82%2026-03-312026-04-23

MSFT Microsoft Corp273.2K shares3.97%2026-03-312026-04-23

VWO Vanguard FTSE Emerging Markets ETF1.4M shares-0.51%2026-03-312026-04-23

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Broadcom Inc Broadcom Inc213.0K shares-0.50%2026-03-312026-04-23

BND Vanguard Total Bond Market ETF808.5K shares2.62%2026-03-312026-04-23

Berkshire Hathaway Inc Del Cl B New Berkshire Hathaway Inc Del Cl B New111.5K shares8.45%2026-03-312026-04-23

Alphabet Inc Class A Alphabet Inc Class A181.6K shares1.10%2026-03-312026-04-23

WMT Walmart, Inc418.5K shares-2.70%2026-03-312026-04-23

SLQD iShares 0-5 Yr Inv Grd Corp Bond ETF971.0K shares0.28%2026-03-312026-04-23

WCC Wesco International Inc175.6K shares-1.75%2026-03-312026-04-23

APH Amphenol Corp Cl A365.0K shares2.61%2026-03-312026-04-23

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XOM Exxon Mobil Corp267.3K shares0.69%2026-03-312026-04-23

JPM JPMorgan Chase & Co.152.4K shares1.52%2026-03-312026-04-23

Alphabet Inc Class C Alphabet Inc Class C148.1K shares3.19%2026-03-312026-04-23

LLY Eli Lilly & Co45.0K shares1.63%2026-03-312026-04-23

AMD Advanced Micro Devices Inc194.3K shares1.66%2026-03-312026-04-23

JNJ Johnson & Johnson157.2K shares0.49%2026-03-312026-04-23

AMZN Amazon.com, Inc.162.6K shares7.04%2026-03-312026-04-23

NVDA NVIDIA Corporation185.3K shares3.85%2026-03-312026-04-23

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TSM Taiwan Semiconductor Manufacturing Company Ltd.93.4K shares1.85%2026-03-312026-04-23

ORCL Oracle Corp209.3K shares2.35%2026-03-312026-04-23

LOW Lowe's Companies, Inc126.6K shares0.77%2026-03-312026-04-23

GS Goldman Sachs Group Inc.32.4K shares1.45%2026-03-312026-04-23

BRK.A Berkshire Hathaway Inc Del Cl A38 shares0.00%2026-03-312026-04-23

PEP PepsiCo Inc169.4K shares2.77%2026-03-312026-04-23

EMR Emerson Electric Co183.6K shares0.94%2026-03-312026-04-23

CSCO Cisco Systems Inc305.2K shares1.01%2026-03-312026-04-23

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CVX Chevron Corp109.7K shares0.63%2026-03-312026-04-23

RTX RTX Corp114.9K shares-0.48%2026-03-312026-04-23

Vanguard S&P 500 ETF Vanguard S&P 500 ETF36.3K shares-0.30%2026-03-312026-04-23

VCSH Vanguard S/T Corp Bond ETF272.2K shares13.99%2026-03-312026-04-23

MCD McDonald's Corp67.2K shares0.72%2026-03-312026-04-23

V Visa Inc.68.1K shares1.83%2026-03-312026-04-23

APD Air Products & Chemicals Inc70.2K shares0.35%2026-03-312026-04-23

TXN Texas Instruments Inc103.5K shares1.77%2026-03-312026-04-23

Sponsored

UNP Union Pacific Corp82.3K shares2.96%2026-03-312026-04-23

BAC Bank of America Corp407.3K shares4.34%2026-03-312026-04-23

PG Procter & Gamble Co135.3K shares1.02%2026-03-312026-04-23

CVS CVS Health Corporation260.7K shares2.22%2026-03-312026-04-23

ABT Abbott Laboratories177.5K shares2.92%2026-03-312026-04-23

CAT Caterpillar Inc25.7K shares2.23%2026-03-312026-04-23

IWM iShares Russell 2000 Index Fund72.2K shares-0.32%2026-03-312026-04-23

ABBV Abbvie Inc82.2K shares1.74%2026-03-312026-04-23

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VTIP Vanguard Short-Term Inflation -Protected Securities ETF348.7K shares8.58%2026-03-312026-04-23

COST Costco Wholesale Corp17.5K shares-0.12%2026-03-312026-04-23

DOV Dover Corp82.2K shares-2.27%2026-03-312026-04-23

UNH UnitedHealth Group Inc62.6K shares1.60%2026-03-312026-04-23

ROST Ross Stores Inc77.9K shares-1.06%2026-03-312026-04-23

DELL Dell Technologies Inc Cl C99.9K shares-0.50%2026-03-312026-04-23

ASML ASML Holding12.4K shares3.66%2026-03-312026-04-23

COF Capital One Financial Corp86.2K shares1.73%2026-03-312026-04-23

Sponsored

WM Waste Management Inc68.4K shares0.00%2026-03-312026-04-23

New Linde PLC New Linde PLC31.5K shares-0.19%2026-03-312026-04-23

ENB Enbridge Inc287.0K shares2.51%2026-03-312026-04-23

PANW Palo Alto Networks, Inc.95.3K shares2.49%2026-03-312026-04-23

CRM Salesforce Inc81.1K shares43.13%2026-03-312026-04-23

OXY Occidental Petroleum Corp231.6K shares1.45%2026-03-312026-04-23

USB US Bancorp279.3K shares-1.04%2026-03-312026-04-23

Merck & Co., Inc Merck & Co., Inc118.2K shares1.45%2026-03-312026-04-23

Sponsored

GNMA iShares GNMA Bond ETF320.6K shares6.89%2026-03-312026-04-23

DIS Walt Disney Company146.4K shares2.19%2026-03-312026-04-23

MET Metlife Inc197.5K shares1.33%2026-03-312026-04-23

VZ Verizon Communications277.6K shares1.93%2026-03-312026-04-23

MBB iShares Barclays MBS Bond Fund ETF145.7K shares16.16%2026-03-312026-04-23

HYG iShares iBoxx H/Y Corp Bond Fund ETF173.3K shares6.75%2026-03-312026-04-23

AMP Ameriprise Financial Inc30.7K shares-1.60%2026-03-312026-04-23

Blackrock Inc Blackrock Inc14.2K shares0.93%2026-03-312026-04-23

Sponsored

AFL Aflac Inc common122.5K shares-1.68%2026-03-312026-04-23

SYK Stryker Corp40.4K shares0.08%2026-03-312026-04-23

TJX TJX Companies Inc82.8K shares-1.28%2026-03-312026-04-23

BSV Vanguard Short-Term Bond ETF168.0K shares2.59%2026-03-312026-04-23

COP ConocoPhillips99.4K shares-0.26%2026-03-312026-04-23

IVW iShares S&P 500 Growth Index Fund115.3K shares-0.09%2026-03-312026-04-23

ROP Roper Technologies Inc36.1K shares3.32%2026-03-312026-04-23

SBUX Starbucks Corp142.5K shares1.24%2026-03-312026-04-23

Sponsored

SYY Sysco Corp175.7K shares-1.30%2026-03-312026-04-23

NUE Nucor Corp74.0K shares-0.95%2026-03-312026-04-23

IWP iShares Russell Mid-Cap Growth ETF93.5K shares0.00%2026-03-312026-04-23

WFC Wells Fargo150.2K shares-4.30%2026-03-312026-04-23

Medtronic PLC Medtronic PLC134.9K shares-0.69%2026-03-312026-04-23

ITT Inc. ITT Inc.59.2K shares4.87%2026-03-312026-04-23

META Meta Platforms Inc19.7K shares6.08%2026-03-312026-04-23

HON Honeywell Intl Inc49.7K shares-0.93%2026-03-312026-04-23

Sponsored

NKE Nike Inc Cl B207.1K shares3.93%2026-03-312026-04-23

NEE NextEra Energy Inc.115.6K shares2.58%2026-03-312026-04-23

EW Edwards Lifesciences Corp127.9K shares1.76%2026-03-312026-04-23

MDLZ Mondelez International Inc - A176.1K shares0.57%2026-03-312026-04-23

HD Home Depot Inc30.3K shares-2.39%2026-03-312026-04-23

ITW Illinois Tool Works Inc36.7K shares-0.78%2026-03-312026-04-23

ADP Automatic Data Processing46.1K shares-0.99%2026-03-312026-04-23

FDX FedEx Corp26.2K shares0.11%2026-03-312026-04-23

Sponsored

ICLR ICON PLC83.0K shares3.04%2026-03-312026-04-23

AMGN Amgen Inc25.8K shares1.23%2026-03-312026-04-23

GWW W W Grainger Inc8.3K shares-4.18%2026-03-312026-04-23

DLR Digital Realty Trust Inc.49.4K shares3.32%2026-03-312026-04-23

KO Coca-Cola Co113.7K shares1.04%2026-03-312026-04-23

AEP American Elec Pwr Inc65.5K shares3.15%2026-03-312026-04-23

QCOM Qualcomm Inc66.5K shares-1.94%2026-03-312026-04-23

ATR AptarGroup Inc67.0K shares3.35%2026-03-312026-04-23

Sponsored

AGG iShares Barclays Aggregate Bond Fund82.6K shares3.06%2026-03-312026-04-23

SPY State Street SPDR S&P 500 ETF Trust12.5K shares-0.02%2026-03-312026-04-23

JCI Johnson Controls International61.8K shares5.48%2026-03-312026-04-23

BAH Booz Allen Hamilton Holding Corp99.2K shares4.86%2026-03-312026-04-23

UBER Uber Technologies Inc104.0K shares3.11%2026-03-312026-04-23

Citigroup Inc Citigroup Inc64.8K shares-2.85%2026-03-312026-04-23

Duke Energy Corporation Duke Energy Corporation55.5K shares0.55%2026-03-312026-04-23

O Realty Income Corp113.1K shares5.27%2026-03-312026-04-23

Sponsored

SLB SLB Ltd134.6K shares0.00%2026-03-312026-04-23

PYPL Paypal Holdings Inc152.5K shares4.75%2026-03-312026-04-23

DHR Danaher Corp35.5K shares-0.05%2026-03-312026-04-23

PSX Phillips 6635.6K shares-0.56%2026-03-312026-04-23

IWS iShares Russell Midcap Value Index Fund43.2K shares0.00%2026-03-312026-04-23

IBM International Business Machines Corp25.8K shares-0.83%2026-03-312026-04-23

VGK Vanguard MSCI European ETF74.7K shares0.00%2026-03-312026-04-23

AME AMETEK Inc28.3K shares-2.03%2026-03-312026-04-23

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ALB Albemarle Corp33.4K shares-22.68%2026-03-312026-04-23

ECL Ecolab Inc21.7K shares0.87%2026-03-312026-04-23

TGT Target Corp46.5K shares-1.65%2026-03-312026-04-23

NVS Novartis AG - ADR36.7K shares-3.15%2026-03-312026-04-23

CMCSA Comcast Corp Class A194.3K shares-5.08%2026-03-312026-04-23

NFLX Netflix Inc.57.6K shares-0.09%2026-03-312026-04-23

IWO iShares Russell 2000 Growth Index Fd17.3K shares0.00%2026-03-312026-04-23

FTS Fortis Inc95.9K shares4.52%2026-03-312026-04-23

Sponsored

PFE Pfizer Inc182.4K shares-1.76%2026-03-312026-04-23

ROK Rockwell Automation Inc.14.2K shares-4.96%2026-03-312026-04-23

FI Fiserv Inc90.6K shares1.91%2026-03-312026-04-23

ATI ATI Inc34.7K shares-17.54%2026-03-312026-04-23

SPGI S&P Global Inc.10.9K shares73.53%2026-03-312026-04-23

TSLA Tesla Inc12.2K shares-0.16%2026-03-312026-04-23

EFA iShares MSCI EAFE Index Fund45.2K shares-0.06%2026-03-312026-04-23

VIG Vanguard Dividend Appreciation Index ETF20.2K shares-0.24%2026-03-312026-04-23

Sponsored

GPC Genuine Parts39.8K shares-2.06%2026-03-312026-04-23

IWR iShares Russell Midcap Index Fund42.8K shares-0.07%2026-03-312026-04-23

Lam Research Corp Lam Research Corp18.5K shares12.02%2026-03-312026-04-23

VB Vanguard Small-Cap Index ETF14.6K shares2.69%2026-03-312026-04-23

VNQ Vanguard Real Estate Index ETF43.0K shares2.19%2026-03-312026-04-23

BMY Bristol Myers Squibb Co61.1K shares2.18%2026-03-312026-04-23

WEC Energy Group Inc WEC Energy Group Inc30.7K shares4.09%2026-03-312026-04-23

HII Huntington Ingalls Industries9.3K shares-2.75%2026-03-312026-04-23

Sponsored

KMB Kimberly Clark Corp35.2K shares-1.26%2026-03-312026-04-23

EVRG Evergy Inc40.4K shares-0.88%2026-03-312026-04-23

DAL Delta Air Lines Inc49.8K shares-10.76%2026-03-312026-04-23

BKH Black Hills Corp45.7K shares-0.58%2026-03-312026-04-23

OTIS Otis Worldwide Corp40.8K shares0.51%2026-03-312026-04-23

Federal Realty Investment Trust REIT Federal Realty Investment Trust REIT28.7K shares36.18%2026-03-312026-04-23

BDX Becton Dickinson and Co18.7K shares-1.56%2026-03-312026-04-23

NSC Norfolk Southern10.2K shares-2.49%2026-03-312026-04-23

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VTI Vanguard Total Stock Market ETF9.1K shares-13.16%2026-03-312026-04-23

ITOT iShares Core S&P Total US Stock Market ETF19.5K shares14.31%2026-03-312026-04-23

VO Vanguard Mid-Cap Index ETF9.6K shares-0.10%2026-03-312026-04-23

ZTS Zoetis Inc23.4K shares-4.09%2026-03-312026-04-23

CLX Clorox Co Common25.6K shares1.33%2026-03-312026-04-23

CL Colgate Palmolive Co27.4K shares-2.15%2026-03-312026-04-23

LII Lennox International Inc.5.0K shares0.00%2026-03-312026-04-23

AZO Autozone Inc689 shares-0.29%2026-03-312026-04-23

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IJK iShares S&P MidCap 400/Barra Growth Index Fund22.8K shares0.00%2026-03-312026-04-23

FTV Fortive Corp40.9K shares0.00%2026-03-312026-04-23

MMM 3M Company15.5K shares-1.99%2026-03-312026-04-23

IWN iShares Russell 2000 Value Index Fund11.9K shares0.00%2026-03-312026-04-23

GE Aerospace GE Aerospace7.9K shares37.12%2026-03-312026-04-23

UPS United Parcel Service - Cl B22.3K shares-2.39%2026-03-312026-04-23

EEM iShares MSCI Emerging Mkts Index Fd37.7K shares0.00%2026-03-312026-04-23

GIS General Mills, Inc.57.4K shares-3.41%2026-03-312026-04-23

Sponsored

MA Mastercard Inc - Class A4.3K shares-2.51%2026-03-312026-04-23

VBR Vanguard Small-Cap Value Index ETF9.8K shares3.41%2026-03-312026-04-23

PPG PPG Inds Inc19.8K shares-0.51%2026-03-312026-04-23

KHC Kraft Heinz Co92.7K shares3.14%2026-03-312026-04-23

TROW T. Rowe Price Group Inc22.7K shares-3.38%2026-03-312026-04-23

BA The Boeing Co10.2K shares-2.06%2026-03-312026-04-23

GEV GE Vernova Inc2.3K shares18.81%2026-03-312026-04-23

GLD Spdr Gold Trust4.6K shares24.93%2026-03-312026-04-23

Sponsored

TMO Thermo Fisher Scientific3.8K shares0.69%2026-03-312026-04-23

CSX CSX Corp45.1K shares-1.16%2026-03-312026-04-23

T AT&T Inc61.0K shares2.70%2026-03-312026-04-23

INGR Ingredion Inc15.5K shares0.69%2026-03-312026-04-23

IJJ iShares S&P Midcap 400/Barra Value Index Fund11.6K shares0.00%2026-03-312026-04-23

QUAL IShares Edge MSCI USA Quality Factor ETF8.0K shares0.00%2026-03-312026-04-23

IVE iShares S&P 500 Value Index Fund7.1K shares-1.03%2026-03-312026-04-23

YUM Yum! Brands Inc9.4K shares-0.03%2026-03-312026-04-23

Sponsored

PM Philip Morris International Inc8.5K shares-3.40%2026-03-312026-04-23

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF10.9K shares-6.75%2026-03-312026-04-23

Eaton Corp PLC Eaton Corp PLC3.8K shares0.53%2026-03-312026-04-23

Amcor PLC Amcor PLC32.9K sharesnew addition2026-03-312026-04-23

SCHD Schwab US Dividend Equity ETF41.6K shares18.82%2026-03-312026-04-23

WELL Welltower Inc6.4K shares-1.47%2026-03-312026-04-23

iShares Gold Trust ETF iShares Gold Trust ETF14.2K shares-0.73%2026-03-312026-04-23

SO Southern Co13.0K shares-3.71%2026-03-312026-04-23

Sponsored

CMI Cummins Inc.2.2K shares-4.56%2026-03-312026-04-23

VUG Vanguard Growth ETF2.6K shares-0.23%2026-03-312026-04-23

Invesco RAFI US 1000 ETF Invesco RAFI US 1000 ETF23.8K shares0.00%2026-03-312026-04-23

GILD Gilead Sciences Inc8.0K shares-5.51%2026-03-312026-04-23

DOW Dow Inc26.5K shares-9.59%2026-03-312026-04-23

FLEX Flextronics International Ltd.16.3K shares0.00%2026-03-312026-04-23

VOE Vanguard Mid-Cap Value Index ETF5.6K shares3.28%2026-03-312026-04-23

VT Vanguard Total World Stock Index Fund7.1K shares0.11%2026-03-312026-04-23

Sponsored

WMB The Williams Companies, Inc.13.2K shares-7.07%2026-03-312026-04-23

General Dynamics Corp General Dynamics Corp2.8K shares-7.89%2026-03-312026-04-23

IWD iShares Russell 1000 Value Fund4.4K shares-16.23%2026-03-312026-04-23

Solstice Advanced Materials Inc Solstice Advanced Materials Inc12.2K shares0.71%2026-03-312026-04-23

IJT S&P Smallcap 600/Barra Growth Index Fund6.3K shares0.00%2026-03-312026-04-23

VOT Vanguard Mid-Cap Growth Index ETF3.6K shares9.20%2026-03-312026-04-23

KVUE Kenvue Inc53.0K shares-0.93%2026-03-312026-04-23

TMUS T-Mobile US, Inc.4.3K shares-2.69%2026-03-312026-04-23

Sponsored

CARR Carrier Global Corp16.1K shares-6.28%2026-03-312026-04-23

D Dominion Energy Inc14.5K shares-0.06%2026-03-312026-04-23

MO Altria Group Inc13.0K shares0.63%2026-03-312026-04-23

EXPD Expeditors International of Washington, Inc.5.9K shares-0.92%2026-03-312026-04-23

TEX Terex Corporation14.3K shares-6.39%2026-03-312026-04-23

SHEL Shell PLC8.8K shares-5.39%2026-03-312026-04-23

XLK State Street Technology Select Sector SPDR ETF5.7K shares0.00%2026-03-312026-04-23

DE Deere & Company1.3K shares1.00%2026-03-312026-04-23

Sponsored

DGX Quest Diagnostics Inc3.7K shares-2.74%2026-03-312026-04-23

ZBH Zimmer Biomet Holdings Inc8.0K shares0.00%2026-03-312026-04-23

BIIB Biogen Inc3.9K shares0.00%2026-03-312026-04-23

SU Suncor Energy, Inc10.9K shares0.00%2026-03-312026-04-23

INTC Intel Corp16.1K shares0.00%2026-03-312026-04-23

LMT Lockheed Martin Corporation1.2K shares-0.68%2026-03-312026-04-23

IWF iShares Russell 1000 Growth Index Fund1.7K shares-29.42%2026-03-312026-04-23

VTV Vanguard Value ETF3.6K shares0.00%2026-03-312026-04-23

Sponsored

VGT Vanguard Information Technology Index ETF944 shares0.00%2026-03-312026-04-23

IEFA iShares Core MSCI EAFE ETF7.2K shares0.00%2026-03-312026-04-23

OMC Omnicom Group Inc8.4K shares-1.18%2026-03-312026-04-23

TotalEnergies SE TotalEnergies SE6.8K shares-12.89%2026-03-312026-04-23

SCHG Schwab U.S. Large-Cap Growth ETF21.3K shares0.00%2026-03-312026-04-23

VHT Vanguard Health Care ETF2.2K shares0.00%2026-03-312026-04-23

NTRS Northern Trust Corporation4.1K shares0.00%2026-03-312026-04-23

Safehold Inc REIT Safehold Inc REIT41.9K shares-3.33%2026-03-312026-04-23

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RAL Ralliant Corp13.6K shares-0.28%2026-03-312026-04-23

XLE State Street Energy Select Sector SPDR ETF9.0K shares26.52%2026-03-312026-04-23

TFC Truist Financial Corp11.7K shares-1.39%2026-03-312026-04-23

PAYX Paychex Inc5.8K shares0.00%2026-03-312026-04-23

GRMN Garmin Ltd2.3K shares0.00%2026-03-312026-04-23

AMAT Applied Materials Common1.5K shares1.91%2026-03-312026-04-23

Invesco QQQ Trust Invesco QQQ Trust885 shares0.00%2026-03-312026-04-23

DVY iShares DJ Select Dividend Index ETF3.3K shares0.00%2026-03-312026-04-23

Sponsored

BKNG Booking Holdings Inc117 shares0.00%2026-03-312026-04-23

UMBF UMB Finl4.1K shares0.00%2026-03-312026-04-23

FITB Fifth Third Bancorp9.7K shares2.27%2026-03-312026-04-23

TSCO Tractor Supply Co9.7K shares0.00%2026-03-312026-04-23

ET Energy Transfer L.P.22.0K shares-2.22%2026-03-312026-04-23

TD Toronto - Dominion Bank4.5K shares0.00%2026-03-312026-04-23

MPLX MPLX LP7.3K shares-16.67%2026-03-312026-04-23

KNX Knight-Swift Transportation Holdings Inc7.1K shares0.00%2026-03-312026-04-23

Sponsored

VKTX Viking Therapeutics Inc12.6K shares6.32%2026-03-312026-04-23

EFG iShares MSCI EAFE Growth Index ETF3.6K shares0.00%2026-03-312026-04-23

MTB M&T Bank Corporation1.9K shares-44.20%2026-03-312026-04-23

Piper Sandler Companies Piper Sandler Companies5.2K sharesnew addition2026-03-312026-04-23

WERN Werner Enterprises, Inc.13.6K shares0.00%2026-03-312026-04-23

PLTR Palantir Technologies Inc.2.7K shares3.91%2026-03-312026-04-23

SAIC Science Applications Intl Corp4.0K shares0.00%2026-03-312026-04-23

Seagate Technology Holdings PLC Seagate Technology Holdings PLC956 shares0.10%2026-03-312026-04-23

Sponsored

VLTO Veralto Corp4.2K shares0.00%2026-03-312026-04-23

MDY State Street SPDR S&P MidCap 400 ETF Trust600 shares-5.81%2026-03-312026-04-23

WAT Waters Corp1.2K shares2452.08%2026-03-312026-04-23

RF Regions Financial Corp13.7K shares0.00%2026-03-312026-04-23

XLF State Street Financial Select Sector SPDR ETF7.1K shares38.96%2026-03-312026-04-23

CME CME Group, Inc1.2K shares0.00%2026-03-312026-04-23

STT State Street Corp2.7K shares0.00%2026-03-312026-04-23

KMI Kinder Morgan Inc.10.1K shares0.00%2026-03-312026-04-23

Sponsored

SCHX Schwab U.S. Large-Cap ETF13.2K shares1.59%2026-03-312026-04-23

XEL Xcel Energy4.1K shares18.85%2026-03-312026-04-23

TRV Travelers Companies, Inc1.1K shares0.00%2026-03-312026-04-23

SYF Synchrony Financial4.7K shares-0.26%2026-03-312026-04-23

FNDF Schwab Fundamental Intl Equity ETF6.5K shares0.00%2026-03-312026-04-23

BN Brookfield Corp7.8K shares-7.65%2026-03-312026-04-23

ONEV SPDR Russell 1000 Low Volatility Focus ETF2.3K sharesnew addition2026-03-312026-04-23

MFC Manulife Financial Corp8.9K shares-2.72%2026-03-312026-04-23

Sponsored

OKE Oneok Inc3.4K shares0.00%2026-03-312026-04-23

AMT American Tower Corp1.8K shares0.00%2026-03-312026-04-23

EPD Enterprise Products Partners L.P.8.0K shares-5.86%2026-03-312026-04-23

CGXU Capital Group International Focus Equity ETF9.9K shares0.00%2026-03-312026-04-23

CASY Casey's General Stores, Inc.400 shares0.00%2026-03-312026-04-23

CRH PLC CRH PLC2.7K shares1.53%2026-03-312026-04-23

JBHT Hunt (JB) Transport Services Inc1.3K shares-0.08%2026-03-312026-04-23

GM General Motors Co3.7K shares-0.27%2026-03-312026-04-23

Sponsored

CTVA Corteva, Inc.3.3K shares0.31%2026-03-312026-04-23

VYM Vanguard High Dividend Yield ETF1.8K shares0.00%2026-03-312026-04-23

Blackstone Inc Blackstone Inc2.3K shares0.00%2026-03-312026-04-23

MU Micron Technology791 shares1.41%2026-03-312026-04-23

TE Connectivity PLC TE Connectivity PLC1.2K shares0.00%2026-03-312026-04-23

PFG Principal Financial Group, Inc.2.8K shares3.29%2026-03-312026-04-23

AXP American Express Co840 shares-10.73%2026-03-312026-04-23

FCX Freeport-McMoran Inc4.2K shares0.00%2026-03-312026-04-23

Sponsored

IJS iShares S&P SmallCap 600 Value ETF2.1K shares0.00%2026-03-312026-04-23

Unilever PLC ADR Unilever PLC ADR4.3K shares-43.62%2026-03-312026-04-23

MKL Markel Group Inc125 shares0.00%2026-03-312026-04-23

PII Polaris Inc4.4K shares-4.40%2026-03-312026-04-23

MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF6.0K shares0.00%2026-03-312026-04-23

VBK Vanguard Small-Cap Growth ETF773 shares63.42%2026-03-312026-04-23

MMC Marsh1.3K shares0.00%2026-03-312026-04-23

ED Consolidated Edison2.0K shares-0.05%2026-03-312026-04-23

Sponsored

XYL Xylem Inc1.9K shares-1.03%2026-03-312026-04-23

VPU Vanguard Utilities ETF1.2K shares0.00%2026-03-312026-04-23

BK Bank of New York Mellon Corporation1.9K shares-62.45%2026-03-312026-04-23

PLD Prologis Inc1.7K shares0.00%2026-03-312026-04-23

CTAS Cintas Corp1.3K shares0.00%2026-03-312026-04-23

EXR Extra Space Storage Inc1.6K shares0.00%2026-03-312026-04-23

SFNC Simmons First National Corp10.9K shares-20.29%2026-03-312026-04-23

Versant Media Group Inc Versant Media Group Inc5.7K sharesnew addition2026-03-312026-04-23

Sponsored

LNT Alliant Energy Corporation2.9K shares-15.00%2026-03-312026-04-23

GEHC GE HealthCare Technologies Inc2.8K shares20.99%2026-03-312026-04-23

CEG Constellation Energy Corp719 shares228.31%2026-03-312026-04-23

TRGP Targa Resources Corp785 shares0.00%2026-03-312026-04-23

MS Morgan Stanley1.2K shares11.02%2026-03-312026-04-23

AVEM Avantis Emerging Markets Equity ETF2.4K shares0.00%2026-03-312026-04-23

Accenture PLC Accenture PLC952 shares-6.02%2026-03-312026-04-23

ORLY O'Reilly Automotive, Inc. New2.0K shares6.27%2026-03-312026-04-23

Sponsored

SWX Southwest Gas Holdings Inc2.1K shares0.09%2026-03-312026-04-23

DRI Darden Restaurants Inc924 shares0.00%2026-03-312026-04-23

MNST Monster Beverage Corp2.5K shares0.00%2026-03-312026-04-23

NXT NEXTPower Inc1.4K shares0.35%2026-03-312026-04-23

GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF1.0K shares0.00%2026-03-312026-04-23

CAG ConAgra Brands Inc10.9K shares0.00%2026-03-312026-04-23

IEMG iShares Core MSCI Emerging Markets ETF2.4K shares70.19%2026-03-312026-04-23

HTLD Heartland Express Inc16.2K shares0.00%2026-03-312026-04-23

Sponsored

ILCB iShares Morningstar Large Cap ETF1.9K shares0.00%2026-03-312026-04-23

EFV iShares MSCI EAFE Value ETF2.2K shares0.00%2026-03-312026-04-23

PRU Prudential Financial, Inc.1.7K shares-0.24%2026-03-312026-04-23

EWJ iShares MSCI Japan ETF1.9K shares438.51%2026-03-312026-04-23

MRTN Marten Transport Ltd12.0K shares0.00%2026-03-312026-04-23

MUB iShares National Muni Bond Cl E1.5K shares77.90%2026-03-312026-04-23

BMN BlackRock 2037 Municipal Target Term Trust ETF6.1K sharesnew addition2026-03-312026-04-23

VRT Vertiv Holdings Co630 shares110.00%2026-03-312026-04-23

Sponsored

IDEV iShares Core MSCI International Developed Markets ETF1.9K sharesnew addition2026-03-312026-04-23

MGV Vanguard Mega Cap 300 Value Index ETF1.1K shares-2.47%2026-03-312026-04-23

SOLV Solventum Corp2.3K shares-0.48%2026-03-312026-04-23

RSG Republic Services, Inc.665 shares0.00%2026-03-312026-04-23

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund2.8K shares78.01%2026-03-312026-04-23

SNDR Schneider Natl Inc-Cl B5.3K shares-5.23%2026-03-312026-04-23

SNA Snap-On Inc384 shares0.00%2026-03-312026-04-23

DVN Devon Energy Corp2.8K shares0.00%2026-03-312026-04-23

Sponsored

DEO Diageo Plc ADR1.9K shares0.00%2026-03-312026-04-23

ISRG Intuitive Surgical, Inc.295 shares9.26%2026-03-312026-04-23

XLI State Street Industrial Select Sector SPDR ETF803 shares0.00%2026-03-312026-04-23

SPEM State Street SPDR Portfolio Emerging Markets ETF2.8K shares0.00%2026-03-312026-04-23

ETX Eaton Vance Municipal Income 2028 Term Trust ETF7.0K sharesnew addition2026-03-312026-04-23

Stanley Black & Decker Inc Stanley Black & Decker Inc1.8K shares0.00%2026-03-312026-04-23

IMCB IShares Morningstar Mid Core Index Fund1.5K shares-50.10%2026-03-312026-04-23

EOG EOG Resources, Inc.867 shares-0.23%2026-03-312026-04-23

Sponsored

SCHA Schwab U.S. Small-Cap ETF4.3K shares0.00%2026-03-312026-04-23

ADI Analog Devices, Inc.389 shares9.58%2026-03-312026-04-23

KRE SPDR S&P Regional Banking ETF1.9K shares0.00%2026-03-312026-04-23

OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF2.8K shares0.00%2026-03-312026-04-23

MUR Murphy Oil Corp3.0K shares0.00%2026-03-312026-04-23

GLW Corning Inc895 shares0.00%2026-03-312026-04-23

SCHW The Charles Schwab Corporation1.3K shares4.12%2026-03-312026-04-23

YUMC Yum China Holdings Inc2.4K shares0.00%2026-03-312026-04-23

Sponsored

AWR American States Water Company1.5K shares0.00%2026-03-312026-04-23

VLO Valero Energy Corporation470 shares-2.08%2026-03-312026-04-23

ESGU iShares ESG Aware MSCI USA ETF809 shares-8.59%2026-03-312026-04-23

XLV State Street Health Care Select Sector SPDR ETF777 shares-3.24%2026-03-312026-04-23

Brookfield Asset Management Ltd Brookfield Asset Management Ltd2.5K shares0.00%2026-03-312026-04-23

EXC Exelon Corp2.3K shares-18.17%2026-03-312026-04-23

MCK McKesson Corp127 shares0.00%2026-03-312026-04-23

JXN Jackson Financial Inc1.0K shares-0.67%2026-03-312026-04-23

Sponsored

CMG Chipotle Mexican Grill3.4K shares13.25%2026-03-312026-04-23

XLY State Street Consumer Discretionary Select Sector SPDR ETF998 shares-6.03%2026-03-312026-04-23

SDY State Street SPDR S&P Dividend ETF743 shares0.00%2026-03-312026-04-23

AstraZeneca PLC AstraZeneca PLC553 sharesnew addition2026-03-312026-04-23

CTSH Cognizant Technology Solutions Corp1.7K shares0.00%2026-03-312026-04-23

PNC PNC Finl Svcs Group Inc507 shares20.43%2026-03-312026-04-23

FMHI First Trust Municipal High Income ETF2.2K shares0.00%2026-03-312026-04-23

GIL Gildan Activewear Inc1.9K shares-48.12%2026-03-312026-04-23

Sponsored

DFAC Dimensional US Core Equity 2 ETF2.7K shares0.00%2026-03-312026-04-23

SPG Simon Property Group, Inc.546 shares0.00%2026-03-312026-04-23

INTU Intuit Corp Common235 shares0.00%2026-03-312026-04-23

SUB iShares Short-Term National US Municipals945 sharesnew addition2026-03-312026-04-23

NOW ServiceNow, Inc.960 shares17.07%2026-03-312026-04-23

MSI Motorola Solutions, Inc.230 shares0.00%2026-03-312026-04-23

MPC Marathon Petroleum Corp408 shares-2.39%2026-03-312026-04-23

VFC VF Corp5.8K shares-0.17%2026-03-312026-04-23

Sponsored

HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF3.9K sharesnew addition2026-03-312026-04-23

ADBE Adobe Inc398 shares5.29%2026-03-312026-04-23

JEPI JPMorgan Equity Premium Income ETF1.7K shares-3.68%2026-03-312026-04-23

PH Parker-Hannifin Corporation107 shares22.99%2026-03-312026-04-23

PAVE Global X US Infrastructure Development ETF1.9K shares181.19%2026-03-312026-04-23

FAST Fastenal Co2.0K shares0.00%2026-03-312026-04-23

NEM Newmont Corp840 shares2.44%2026-03-312026-04-23

CPRT Copart Inc2.6K shares1.31%2026-03-312026-04-23

Sponsored

VFH Vanguard Financials ETF711 shares0.00%2026-03-312026-04-23

Arista Networks Inc Arista Networks Inc698 shares0.00%2026-03-312026-04-23

SLV iShares Silver Trust1.2K sharesnew addition2026-03-312026-04-23

CB Chubb Ltd259 shares-0.38%2026-03-312026-04-23

PGR The Progressive Corporation423 shares0.00%2026-03-312026-04-23

IYC iShares US Consumer Discretionary ETF864 shares0.00%2026-03-312026-04-23

IGE iShares North American Natural Resources ETF1.3K sharesnew addition2026-03-312026-04-23

URI United Rentals, Inc.113 shares15.31%2026-03-312026-04-23

Sponsored

CTRA Coterra Energy Inc2.3K shares0.00%2026-03-312026-04-23

LNG Cheniere Energy Inc285 shares0.00%2026-03-312026-04-23

BNDX Vanguard Total International Bond ETF1.7K shares-15.17%2026-03-312026-04-23

HPE Hewlett Packard Enterprise Co3.3K shares-30.95%2026-03-312026-04-23

CHD Church & Dwight Co.850 shares0.00%2026-03-312026-04-23

TT Trane Technologies Plc187 shares0.00%2026-03-312026-04-23

NOC Northrop Grumman Corp112 shares15.46%2026-03-312026-04-23

VRTX Vertex Pharmaceuticals Inc170 shares0.00%2026-03-312026-04-23

Sponsored

PWR Quanta Services Inc137 shares34.31%2026-03-312026-04-23

ICE Intercontinental Exchange, Inc457 shares0.00%2026-03-312026-04-23

AX Axos Financial Inc841 shares2373.53%2026-03-312026-04-23

APP AppLovin Corp179 shares0.00%2026-03-312026-04-23

PAA Plains All American Pipeline LP3.1K shares0.00%2026-03-312026-04-23

EQIX Equinix Inc71 shares9.23%2026-03-312026-04-23

CRWD Crowdstrike Holdings Inc177 shares2.31%2026-03-312026-04-23

BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF1.9K sharesnew addition2026-03-312026-04-23

Sponsored

BSX Boston Scientific Corporation1.1K shares-1.38%2026-03-312026-04-23

MAR Marriott Intl Inc New Cl A205 shares16.48%2026-03-312026-04-23

DAKT Daktronics, Inc.3.4K shares0.00%2026-03-312026-04-23

XPO XPO Inc341 shares0.00%2026-03-312026-04-23

TRP TC Energy Corp1.0K shares7.44%2026-03-312026-04-23

SBAC SBA Communications Corp377 shares0.00%2026-03-312026-04-23

KBWB Invesco KBW Bank ETF819 shares0.00%2026-03-312026-04-23

HWM Howmet Aerospace Inc-WI281 shares0.00%2026-03-312026-04-23

Sponsored

WES Western Midstream Partners LP1.6K shares0.00%2026-03-312026-04-23

Qnity Electronics Inc Qnity Electronics Inc546 shares0.00%2026-03-312026-04-23

BABA Alibaba Group Holding Ltd497 shares2.05%2026-03-312026-04-23

Aon PLC Aon PLC192 shares28.86%2026-03-312026-04-23

FTGC First Trust Global Tactical Commodity Strategy Fund ETF2.1K shares-10.44%2026-03-312026-04-23

MCO Moody's Corporation141 shares17.50%2026-03-312026-04-23

SHW Sherwin-Williams Co190 shares11.11%2026-03-312026-04-23

EAT Brinker Intermational, Inc.425 shares-0.47%2026-03-312026-04-23

Sponsored

SNDK Sandisk Corp95 shares111.11%2026-03-312026-04-23

EUFN iShares MSCI Europe Financials ETF1.7K shares0.00%2026-03-312026-04-23

FTNT Fortinet Inc.720 shares45.45%2026-03-312026-04-23

CNI Canadian National Railway Company564 shares0.00%2026-03-312026-04-23

CE Celanese Corp- Series A863 shares0.00%2026-03-312026-04-23

SAN Banco Santander Sa ADR5.0K shares42.86%2026-03-312026-04-23

abrdn Physical Gold Shares ETF abrdn Physical Gold Shares ETF1.3K shares0.00%2026-03-312026-04-23

XLC State Street Communication Services Select Sector SPDR ETF495 shares0.00%2026-03-312026-04-23

Sponsored

PCAR PACCAR Inc467 shares0.00%2026-03-312026-04-23

FTSM First Trust Enhanced Short Maturity ETF900 shares-21.74%2026-03-312026-04-23

ALLY Ally Financial Inc1.4K shares474.68%2026-03-312026-04-23

CIEN Ciena Corp136 shares7.94%2026-03-312026-04-23

LW Lamb Weston Holdings Inc1.2K shares-5.52%2026-03-312026-04-23

HLT Hilton Worldwide Holdings Inc170 shares-0.58%2026-03-312026-04-23

TPVG Triplepoint Venture Growth BDC Corp10.3K shares0.00%2026-03-312026-04-23

Dupont De Nemours Inc. Dupont De Nemours Inc.1.1K shares0.00%2026-03-312026-04-23

Sponsored

BUFR First Trust Vest Fund of Buffer ETFs Canada1.5K shares0.00%2026-03-312026-04-23

GSK PLC ADR GSK PLC ADR910 shares0.00%2026-03-312026-04-23

CDNS Cadence Design Systems, Inc.179 shares0.00%2026-03-312026-04-23

SNPS Synopsys Inc125 shares2.46%2026-03-312026-04-23

FVD First Trust Value Line Dividend Index Fund1.0K shares-16.09%2026-03-312026-04-23

WU Western Union5.5K shares-2.47%2026-03-312026-04-23

KEYS Keysight Technologies Inc169 shares45.69%2026-03-312026-04-23

STLD Steel Dynamics, Inc.264 shares0.00%2026-03-312026-04-23

Sponsored

VPL Vanguard FTSE Pacific ETF486 shares0.00%2026-03-312026-04-23

LHX L3 Harris Technologies Inc137 shares0.00%2026-03-312026-04-23

NFG National Fuel Gas Company492 shares0.61%2026-03-312026-04-23

EBAY eBay Inc.500 shares0.00%2026-03-312026-04-23

PFF IShares Preferred & Income Securities ETF1.5K shares0.00%2026-03-312026-04-23

QLD Proshares Ultra QQQ ETF738 shares-7.75%2026-03-312026-04-23

SRE Sempra455 shares2.25%2026-03-312026-04-23

SPYG State Street SPDR Portfolio S&P 500 Growth ETF449 shares0.00%2026-03-312026-04-23

Sponsored

IGV iShares North American Tech-Software Fund540 shares0.00%2026-03-312026-04-23

BAX Baxter International Inc2.6K shares-1.92%2026-03-312026-04-23

CCL Carnival Corp new1.6K shares7.59%2026-03-312026-04-23

TDG Transdigm Group Inc36 shares0.00%2026-03-312026-04-23

COIN Coinbase Global Inc238 shares72.46%2026-03-312026-04-23

BKR Baker Hughes Company677 shares0.00%2026-03-312026-04-23

KKR & Co Inc KKR & Co Inc445 shares0.00%2026-03-312026-04-23

RCL Royal Caribbean Cruises Ltd Group145 shares0.00%2026-03-312026-04-23

Sponsored

F Ford Mtr Co3.4K shares30.87%2026-03-312026-04-23

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF500 shares0.00%2026-03-312026-04-23

ALL Allstate Corp189 shares-5.03%2026-03-312026-04-23

QYLD Global X Nasdaq 100 Covered Call ETF2.3K shares0.00%2026-03-312026-04-23

TTWO Take-Two Interactive Software, Inc.195 shares77.27%2026-03-312026-04-23

IR Ingersoll-Rand Inc478 shares-1.04%2026-03-312026-04-23

MCHP Microchip Technology Inc592 shares0.00%2026-03-312026-04-23

IEF iShares 7-10 Year Treasury Bond ETF400 shares0.00%2026-03-312026-04-23

Sponsored

IWB iShares Russell 1000 Index Fund106 shares0.00%2026-03-312026-04-23

FDS FactSet Research Systems Inc172 shares0.00%2026-03-312026-04-23

BWXT BWX Technologies Inc180 shares125.00%2026-03-312026-04-23

BHP BHP Group Ltd ADR500 shares0.00%2026-03-312026-04-23

ARCC Ares Capital Corp2.0K shares0.00%2026-03-312026-04-23

MKC McCormick & Co Inc Non Vtg713 shares25.97%2026-03-312026-04-23

VST Vistra Corp238 shares-80.81%2026-03-312026-04-23

Bitwise XRP ETF Bitwise XRP ETF2.4K shares0.00%2026-03-312026-04-23

Sponsored

ADSK Autodesk, Inc.149 shares-50.17%2026-03-312026-04-23

ABNB Airbnb Inc280 shares-0.36%2026-03-312026-04-23

SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF737 shares0.00%2026-03-312026-04-23

LITE Lumentum Holdings Inc50 shares-20.63%2026-03-312026-04-23

HAL Halliburton Co901 shares-1.64%2026-03-312026-04-23

EA Electronic Arts Inc171 shares-6.56%2026-03-312026-04-23

RWR State Street SPDR Dow Jones REIT ETF345 shares0.00%2026-03-312026-04-23

NXPI NXP Semiconductors NV175 shares0.00%2026-03-312026-04-23

Sponsored

VOOG Vanguard S&P Growth ETF84 shares0.00%2026-03-312026-04-23

DASH DoorDash Inc225 shares3.21%2026-03-312026-04-23

WTW Willis Towers Watson PLC116 shares19.59%2026-03-312026-04-23

ETR Entergy Corp300 shares0.00%2026-03-312026-04-23

ADM Archer Daniels Midland Co463 shares-17.03%2026-03-312026-04-23

HIG The Hartford Insurance Group Inc.248 shares-3.88%2026-03-312026-04-23

Apollo Global Management LLC Cl A Apollo Global Management LLC Cl A298 shares0.00%2026-03-312026-04-23

HBAN Huntington Bancshares Incorporated2.1K shares22.74%2026-03-312026-04-23

Sponsored

HOOD Robinhood Markets Inc475 shares0.00%2026-03-312026-04-23

MSCI MSCI Inc61 shares0.00%2026-03-312026-04-23

VEU Vanguard FTSE All-World Ex-US Index Fund435 shares0.00%2026-03-312026-04-23

TER Teradyne Inc110 shares0.00%2026-03-312026-04-23

IVV

iShares S&P 500 Index Fund

2.00%

Shares387.8K

Event2026-03-31

Filed2026-04-23

VEA

Vanguard FTSE Developed Markets ETF

2.82%

Shares3.6M

Event2026-03-31

Filed2026-04-23

NNI

Nelnet, Inc.

0.00%

Shares1.2M

Event2026-03-31

Filed2026-04-23

IJR

iShares S&P Small Cap 600 Index ETF

2.62%

Shares1.2M

Event2026-03-31

Filed2026-04-23

IJH

iShares S&P Midcap 400

2.90%

Shares1.9M

Event2026-03-31

Filed2026-04-23

AAPL

Apple Inc

2.82%

Shares440.3K

Event2026-03-31

Filed2026-04-23

MSFT

Microsoft Corp

3.97%

Shares273.2K

Event2026-03-31

Filed2026-04-23

VWO

Vanguard FTSE Emerging Markets ETF

-0.51%

Shares1.4M

Event2026-03-31

Filed2026-04-23

Broadcom Inc

-0.50%

Shares213.0K

Event2026-03-31

Filed2026-04-23

BND

Vanguard Total Bond Market ETF

2.62%

Shares808.5K

Event2026-03-31

Filed2026-04-23

Berkshire Hathaway Inc Del Cl B New

8.45%

Shares111.5K

Event2026-03-31

Filed2026-04-23

Alphabet Inc Class A

1.10%

Shares181.6K

Event2026-03-31

Filed2026-04-23

WMT

Walmart, Inc

-2.70%

Shares418.5K

Event2026-03-31

Filed2026-04-23

SLQD

iShares 0-5 Yr Inv Grd Corp Bond ETF

0.28%

Shares971.0K

Event2026-03-31

Filed2026-04-23

WCC

Wesco International Inc

-1.75%

Shares175.6K

Event2026-03-31

Filed2026-04-23

APH

Amphenol Corp Cl A

2.61%

Shares365.0K

Event2026-03-31

Filed2026-04-23

XOM

Exxon Mobil Corp

0.69%

Shares267.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMorgan Chase & Co.

1.52%

Shares152.4K

Event2026-03-31

Filed2026-04-23

Alphabet Inc Class C

3.19%

Shares148.1K

Event2026-03-31

Filed2026-04-23

LLY

Eli Lilly & Co

1.63%

Shares45.0K

Event2026-03-31

Filed2026-04-23

AMD

Advanced Micro Devices Inc

1.66%

Shares194.3K

Event2026-03-31

Filed2026-04-23

JNJ

Johnson & Johnson

0.49%

Shares157.2K

Event2026-03-31

Filed2026-04-23

AMZN

Amazon.com, Inc.

7.04%

Shares162.6K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA Corporation

3.85%

Shares185.3K

Event2026-03-31

Filed2026-04-23

TSM

Taiwan Semiconductor Manufacturing Company Ltd.

1.85%

Shares93.4K

Event2026-03-31

Filed2026-04-23

ORCL

Oracle Corp

2.35%

Shares209.3K

Event2026-03-31

Filed2026-04-23

LOW

Lowe's Companies, Inc

0.77%

Shares126.6K

Event2026-03-31

Filed2026-04-23

Goldman Sachs Group Inc.

1.45%

Shares32.4K

Event2026-03-31

Filed2026-04-23

BRK.A

Berkshire Hathaway Inc Del Cl A

0.00%

Shares38

Event2026-03-31

Filed2026-04-23

PEP

PepsiCo Inc

2.77%

Shares169.4K

Event2026-03-31

Filed2026-04-23

EMR

Emerson Electric Co

0.94%

Shares183.6K

Event2026-03-31

Filed2026-04-23

CSCO

Cisco Systems Inc

1.01%

Shares305.2K

Event2026-03-31

Filed2026-04-23

CVX

Chevron Corp

0.63%

Shares109.7K

Event2026-03-31

Filed2026-04-23

RTX

RTX Corp

-0.48%

Shares114.9K

Event2026-03-31

Filed2026-04-23

Vanguard S&P 500 ETF

-0.30%

Shares36.3K

Event2026-03-31

Filed2026-04-23

VCSH

Vanguard S/T Corp Bond ETF

13.99%

Shares272.2K

Event2026-03-31

Filed2026-04-23

MCD

McDonald's Corp

0.72%

Shares67.2K

Event2026-03-31

Filed2026-04-23

Visa Inc.

1.83%

Shares68.1K

Event2026-03-31

Filed2026-04-23

APD

Air Products & Chemicals Inc

0.35%

Shares70.2K

Event2026-03-31

Filed2026-04-23

TXN

Texas Instruments Inc

1.77%

Shares103.5K

Event2026-03-31

Filed2026-04-23

UNP

Union Pacific Corp

2.96%

Shares82.3K

Event2026-03-31

Filed2026-04-23

BAC

Bank of America Corp

4.34%

Shares407.3K

Event2026-03-31

Filed2026-04-23

Procter & Gamble Co

1.02%

Shares135.3K

Event2026-03-31

Filed2026-04-23

CVS

CVS Health Corporation

2.22%

Shares260.7K

Event2026-03-31

Filed2026-04-23

ABT

Abbott Laboratories

2.92%

Shares177.5K

Event2026-03-31

Filed2026-04-23

CAT

Caterpillar Inc

2.23%

Shares25.7K

Event2026-03-31

Filed2026-04-23

IWM

iShares Russell 2000 Index Fund

-0.32%

Shares72.2K

Event2026-03-31

Filed2026-04-23

ABBV

Abbvie Inc

1.74%

Shares82.2K

Event2026-03-31

Filed2026-04-23

VTIP

Vanguard Short-Term Inflation -Protected Securities ETF

8.58%

Shares348.7K

Event2026-03-31

Filed2026-04-23

COST

Costco Wholesale Corp

-0.12%

Shares17.5K

Event2026-03-31

Filed2026-04-23

DOV

Dover Corp

-2.27%

Shares82.2K

Event2026-03-31

Filed2026-04-23

UNH

UnitedHealth Group Inc

1.60%

Shares62.6K

Event2026-03-31

Filed2026-04-23

ROST

Ross Stores Inc

-1.06%

Shares77.9K

Event2026-03-31

Filed2026-04-23

DELL

Dell Technologies Inc Cl C

-0.50%

Shares99.9K

Event2026-03-31

Filed2026-04-23

ASML

ASML Holding

3.66%

Shares12.4K

Event2026-03-31

Filed2026-04-23

COF

Capital One Financial Corp

1.73%

Shares86.2K

Event2026-03-31

Filed2026-04-23

Waste Management Inc

0.00%

Shares68.4K

Event2026-03-31

Filed2026-04-23

New Linde PLC

-0.19%

Shares31.5K

Event2026-03-31

Filed2026-04-23

ENB

Enbridge Inc

2.51%

Shares287.0K

Event2026-03-31

Filed2026-04-23

PANW

Palo Alto Networks, Inc.

2.49%

Shares95.3K

Event2026-03-31

Filed2026-04-23

CRM

Salesforce Inc

43.13%

Shares81.1K

Event2026-03-31

Filed2026-04-23

OXY

Occidental Petroleum Corp

1.45%

Shares231.6K

Event2026-03-31

Filed2026-04-23

USB

US Bancorp

-1.04%

Shares279.3K

Event2026-03-31

Filed2026-04-23

Merck & Co., Inc

1.45%

Shares118.2K

Event2026-03-31

Filed2026-04-23

GNMA

iShares GNMA Bond ETF

6.89%

Shares320.6K

Event2026-03-31

Filed2026-04-23

DIS

Walt Disney Company

2.19%

Shares146.4K

Event2026-03-31

Filed2026-04-23

MET

Metlife Inc

1.33%

Shares197.5K

Event2026-03-31

Filed2026-04-23

Verizon Communications

1.93%

Shares277.6K

Event2026-03-31

Filed2026-04-23

MBB

iShares Barclays MBS Bond Fund ETF

16.16%

Shares145.7K

Event2026-03-31

Filed2026-04-23

HYG

iShares iBoxx H/Y Corp Bond Fund ETF

6.75%

Shares173.3K

Event2026-03-31

Filed2026-04-23

AMP

Ameriprise Financial Inc

-1.60%

Shares30.7K

Event2026-03-31

Filed2026-04-23

Blackrock Inc

0.93%

Shares14.2K

Event2026-03-31

Filed2026-04-23

AFL

Aflac Inc common

-1.68%

Shares122.5K

Event2026-03-31

Filed2026-04-23

SYK

Stryker Corp

0.08%

Shares40.4K

Event2026-03-31

Filed2026-04-23

TJX

TJX Companies Inc

-1.28%

Shares82.8K

Event2026-03-31

Filed2026-04-23

BSV

Vanguard Short-Term Bond ETF

2.59%

Shares168.0K

Event2026-03-31

Filed2026-04-23

COP

ConocoPhillips

-0.26%

Shares99.4K

Event2026-03-31

Filed2026-04-23

IVW

iShares S&P 500 Growth Index Fund

-0.09%

Shares115.3K

Event2026-03-31

Filed2026-04-23

ROP

Roper Technologies Inc

3.32%

Shares36.1K

Event2026-03-31

Filed2026-04-23

SBUX

Starbucks Corp

1.24%

Shares142.5K

Event2026-03-31

Filed2026-04-23

SYY

Sysco Corp

-1.30%

Shares175.7K

Event2026-03-31

Filed2026-04-23

NUE

Nucor Corp

-0.95%

Shares74.0K

Event2026-03-31

Filed2026-04-23

IWP

iShares Russell Mid-Cap Growth ETF

0.00%

Shares93.5K

Event2026-03-31

Filed2026-04-23

WFC

Wells Fargo

-4.30%

Shares150.2K

Event2026-03-31

Filed2026-04-23

Medtronic PLC

-0.69%

Shares134.9K

Event2026-03-31

Filed2026-04-23

ITT Inc.

4.87%

Shares59.2K

Event2026-03-31

Filed2026-04-23