Sponsored

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

Currently, Farther Finance Advisors, LLC holds 5733 types of securities in its portfolio with a total value $10.6B. In the most recent quarter, they have increased their positions in IVV (+86.4K shares, valued at $56.8M), DFIV (+783.7K shares, valued at $41.8M), VEA (+603.8K shares, valued at $39.3M); decreased their positions in BND (-193.9K shares, valued at $14.2M), BIL (-151.1K shares, valued at $13.8M), OEF (-38.3K shares, valued at $12.3M); initiated new positions in APUE (+121.5K shares, valued at $4.9M), IWMI (+102.0K shares, valued at $4.9M), BSVO (+181.8K shares, valued at $4.6M).

1M P&L

+219.9M+2.16%

3M P&L

-76.1M-0.73%

HY P&L

+447.3M+4.50%

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/A7.0B

72.1%

2Semiconductors316.4M

3.3%

3Consumer Electronics263.5M

2.7%

Top Industries by Stock Count

1N/A2036 stocks

38.3%

2Banks - Regional268 stocks

5.0%

3Biotechnology252 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF846.2K shares11.36%2026-03-312026-04-07

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF444.2K shares15.96%2026-03-312026-04-07

AAPL APPLE INC COM1.0M shares7.41%2026-03-312026-04-07

NVDA NVIDIA CORPORATION COM1.3M shares7.58%2026-03-312026-04-07

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF4.0M shares24.21%2026-03-312026-04-07

VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.2M shares23.08%2026-03-312026-04-07

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF1.4M shares34.11%2026-03-312026-04-07

SCHX SCHWAB U.S. LARGE-CAP ETF4.9M shares23.97%2026-03-312026-04-07

Sponsored

MSFT MICROSOFT CORP COM318.0K shares9.03%2026-03-312026-04-07

VTV VANGUARD VALUE ETF558.2K shares27.37%2026-03-312026-04-07

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF1.4M shares29.03%2026-03-312026-04-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.5M shares18.04%2026-03-312026-04-07

AMZN AMAZON COM INC COM488.5K shares8.35%2026-03-312026-04-07

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF2.2M shares27.05%2026-03-312026-04-07

STIP ISHARES 0-5 YEAR TIPS BOND ETF946.2K shares28.12%2026-03-312026-04-07

IJR ISHARES CORE S&P SMALL CAP ETF737.2K shares11.84%2026-03-312026-04-07

Sponsored

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I156.1K shares2.07%2026-03-312026-04-07

SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF3.4M shares45.42%2026-03-312026-04-07

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A287.7K shares3.87%2026-03-312026-04-07

LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF726.7K shares53.70%2026-03-312026-04-07

ORLY OREILLY AUTOMOTIVE INC COM793.3K shares-1.03%2026-03-312026-04-07

VTI VANGUARD TOTAL STOCK MARKET ETF222.6K shares14.69%2026-03-312026-04-07

SPY STATE STREET SPDR S&P 500 ETF106.3K shares7.92%2026-03-312026-04-07

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C232.5K shares10.52%2026-03-312026-04-07

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF1.6M shares51.77%2026-03-312026-04-07

AVUV AVANTIS U.S. SMALL CAP VALUE ETF558.5K shares25.53%2026-03-312026-04-07

AVEM AVANTIS EMERGING MARKETS EQUITY ETF748.2K shares25.54%2026-03-312026-04-07

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST640.6K shares0.77%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW122.0K shares13.27%2026-03-312026-04-07

IEFA ISHARES CORE MSCI EAFE ETF634.3K shares-9.76%2026-03-312026-04-07

MUB ISHARES NATIONAL MUNI BOND ETF532.7K shares11.80%2026-03-312026-04-07

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF765.9K shares12.48%2026-03-312026-04-07

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF738.5K shares-20.80%2026-03-312026-04-07

BROADCOM INC COM BROADCOM INC COM172.6K shares3.60%2026-03-312026-04-07

IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF1.7M shares34.36%2026-03-312026-04-07

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF326.9K shares26.39%2026-03-312026-04-07

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF797.0K shares19.03%2026-03-312026-04-07

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF597.9K shares16.78%2026-03-312026-04-07

AVLV AVANTIS U.S. LARGE CAP VALUE ETF579.9K shares-13.32%2026-03-312026-04-07

BSV VANGUARD SHORT-TERM BOND ETF588.4K shares22.89%2026-03-312026-04-07

Sponsored

VO VANGUARD MID-CAP ETF152.3K shares55.85%2026-03-312026-04-07

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF884.9K shares44.74%2026-03-312026-04-07

VIG VANGUARD DIVIDEND APPRECIATION ETF199.2K shares42.96%2026-03-312026-04-07

WMT WALMART INC COM342.6K shares8.94%2026-03-312026-04-07

TSLA TESLA INC COM111.9K shares8.90%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO COM143.0K shares-1.42%2026-03-312026-04-07

META META PLATFORMS INC CL A71.1K shares2.06%2026-03-312026-04-07

SCHD SCHWAB US DIVIDEND EQUITY ETF1.3M shares29.59%2026-03-312026-04-07

Sponsored

LLY ELI LILLY & CO COM42.2K shares35.48%2026-03-312026-04-07

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF515.0K shares-23.15%2026-03-312026-04-07

USFR WISDOMTREE FLOATING RATE TREASURY FUND778.9K shares179.29%2026-03-312026-04-07

QUAL ISHARES MSCI USA QUALITY FACTOR ETF201.1K shares-3.56%2026-03-312026-04-07

IVW ISHARES S&P 500 GROWTH ETF332.6K shares-13.96%2026-03-312026-04-07

XOM EXXON MOBIL CORP COM231.7K shares12.41%2026-03-312026-04-07

BIV VANGUARD INTERMEDIATE-TERM BOND ETF478.6K shares-4.13%2026-03-312026-04-07

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF620.7K shares-13.57%2026-03-312026-04-07

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF669.2K shares29.58%2026-03-312026-04-07

IJH ISHARES CORE S&P MID-CAP ETF531.3K shares15.48%2026-03-312026-04-07

EFV ISHARES MSCI EAFE VALUE ETF480.4K shares-19.18%2026-03-312026-04-07

XLG INVESCO S&P 500 TOP 50 ETF654.6K shares141.18%2026-03-312026-04-07

VOT VANGUARD MID-CAP GROWTH ETF137.8K shares35.94%2026-03-312026-04-07

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF762.0K shares71.67%2026-03-312026-04-07

SHY ISHARES 1-3 YEAR TREASURY BOND ETF415.6K shares30.30%2026-03-312026-04-07

IVE ISHARES S&P 500 VALUE ETF158.0K shares-10.78%2026-03-312026-04-07

Sponsored

QQQM INVESCO NASDAQ 100 ETF138.4K shares61.45%2026-03-312026-04-07

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF167.2K shares5.36%2026-03-312026-04-07

FBND FIDELITY TOTAL BOND ETF692.8K shares0.78%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON COM126.8K shares19.15%2026-03-312026-04-07

SCHF SCHWAB INTERNATIONAL EQUITY ETF1.2M shares26.34%2026-03-312026-04-07

VUG VANGUARD GROWTH ETF65.9K shares12.90%2026-03-312026-04-07

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF781.4K shares1.78%2026-03-312026-04-07

GLD SPDR GOLD SHARES65.9K shares67.00%2026-03-312026-04-07

Sponsored

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF924.8K shares14.09%2026-03-312026-04-07

IEF ISHARES 7-10 YEAR TREASURY BOND ETF294.8K shares-6.29%2026-03-312026-04-07

V VISA INC COM CL A92.0K shares11.56%2026-03-312026-04-07

DFAS DIMENSIONAL U.S. SMALL CAP ETF381.5K shares19.23%2026-03-312026-04-07

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF561.2K shares17.50%2026-03-312026-04-07

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF568.1K shares64.32%2026-03-312026-04-07

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF563.4K shares35.50%2026-03-312026-04-07

DFAW DIMENSIONAL WORLD EQUITY ETF362.2K shares3.98%2026-03-312026-04-07

Sponsored

CVX CHEVRON CORPORATION COM135.9K shares9.63%2026-03-312026-04-07

ISHARES GOLD TRUST ISHARES GOLD TRUST298.2K shares73.79%2026-03-312026-04-07

AGG ISHARES CORE U.S. AGGREGATE BOND ETF269.2K shares20.22%2026-03-312026-04-07

DFCF DIMENSIONAL CORE FIXED INCOME ETF629.5K shares133.31%2026-03-312026-04-07

TLT ISHARES 20 YEAR TREASURY BOND ETF304.0K shares5.16%2026-03-312026-04-07

CAT CATERPILLAR INC COM33.9K shares7.01%2026-03-312026-04-07

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF167.2K shares323.73%2026-03-312026-04-07

COST COSTCO WHOLESALE CORPORATION COM24.0K shares13.65%2026-03-312026-04-07

Sponsored

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF256.8K shares-37.04%2026-03-312026-04-07

IWM ISHARES RUSSELL 2000 ETF93.9K shares70.78%2026-03-312026-04-07

ABBV ABBVIE INC COM107.8K shares19.14%2026-03-312026-04-07

IWF ISHARES RUSSELL 1000 GROWTH ETF52.0K shares12.47%2026-03-312026-04-07

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF739.9K shares143.46%2026-03-312026-04-07

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF758.1K shares13.38%2026-03-312026-04-07

PLTR PALANTIR TECHNOLOGIES INC CL A149.5K shares-7.87%2026-03-312026-04-07

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF611.7K shares10.96%2026-03-312026-04-07

Sponsored

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF402.3K shares25.05%2026-03-312026-04-07

GOVT ISHARES U.S. TREASURY BOND ETF902.0K shares8.95%2026-03-312026-04-07

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF183.6K shares6.74%2026-03-312026-04-07

TFLO ISHARES TREASURY FLOATING RATE BOND ETF399.0K shares49.48%2026-03-312026-04-07

PG PROCTER & GAMBLE CO COM135.7K shares25.32%2026-03-312026-04-07

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF136.1K shares21.34%2026-03-312026-04-07

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF328.6K shares33.38%2026-03-312026-04-07

MU MICRON TECHNOLOGY INC COM51.4K shares20.84%2026-03-312026-04-07

Sponsored

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF136.1K shares41.55%2026-03-312026-04-07

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF507.7K shares31.30%2026-03-312026-04-07

NFLX NETFLIX INC. COM190.3K shares20.62%2026-03-312026-04-07

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF321.5K shares-4.88%2026-03-312026-04-07

VGSH VANGUARD SHORT-TERM TREASURY ETF310.4K shares-9.11%2026-03-312026-04-07

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF568.6K shares11.96%2026-03-312026-04-07

JPST JPMORGAN ULTRA-SHORT INCOME ETF345.0K shares133.77%2026-03-312026-04-07

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF344.5K shares66.12%2026-03-312026-04-07

Sponsored

IWB ISHARES RUSSELL 1000 ETF47.6K shares-21.40%2026-03-312026-04-07

CGGR CAPITAL GROUP GROWTH ETF419.9K shares-40.19%2026-03-312026-04-07

HD HOME DEPOT INC COM51.5K shares11.45%2026-03-312026-04-07

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF268.6K shares18.51%2026-03-312026-04-07

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS49.1K shares7.25%2026-03-312026-04-07

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF214.2K shares-17.62%2026-03-312026-04-07

EFG ISHARES MSCI EAFE GROWTH ETF146.5K shares34.06%2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC COM78.1K shares28.58%2026-03-312026-04-07

Sponsored

ORCL ORACLE CORP COM111.9K shares6.47%2026-03-312026-04-07

SCHO SCHWAB SHORT-TERM US TREASURY ETF664.0K shares24.53%2026-03-312026-04-07

DFSV DIMENSIONAL US SMALL CAP VALUE ETF457.0K shares12.56%2026-03-312026-04-07

MA MASTERCARD INCORPORATED CL A32.6K shares14.89%2026-03-312026-04-07

VNQ VANGUARD REAL ESTATE ETF178.9K shares33.35%2026-03-312026-04-07

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF614.1K shares37.18%2026-03-312026-04-07

MERCK & CO INC COM MERCK & CO INC COM121.9K shares24.61%2026-03-312026-04-07

INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF366.4K shares22.58%2026-03-312026-04-07

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF290.5K shares42.03%2026-03-312026-04-07

BAC BANK AMERICA CORP COM290.8K shares16.55%2026-03-312026-04-07

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF239.3K shares313.65%2026-03-312026-04-07

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF313.0K shares18.78%2026-03-312026-04-07

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF178.2K shares-12.30%2026-03-312026-04-07

SCHM SCHWAB U.S. MID-CAP ETF439.6K shares-18.41%2026-03-312026-04-07

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR378.9K shares-0.89%2026-03-312026-04-07

IWD ISHARES RUSSELL 1000 VALUE ETF63.5K shares78.58%2026-03-312026-04-07

Sponsored

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND515.6K shares-39.62%2026-03-312026-04-07

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF410.5K shares-1.94%2026-03-312026-04-07

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF365.8K shares6.81%2026-03-312026-04-07

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF575.5K shares29.28%2026-03-312026-04-07

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF114.4K shares4.19%2026-03-312026-04-07

VB VANGUARD SMALL-CAP ETF50.1K shares13.05%2026-03-312026-04-07

OEF ISHARES S&P 100 ETF40.9K shares-48.33%2026-03-312026-04-07

SPYI NEOS S&P 500 HIGH INCOME ETF262.0K shares1396.39%2026-03-312026-04-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM53.4K shares2.35%2026-03-312026-04-07

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF302.0K shares262.47%2026-03-312026-04-07

PEP PEPSICO INC COM82.6K shares23.51%2026-03-312026-04-07

JAAA JANUS HENDERSON AAA CLO ETF251.5K shares56.74%2026-03-312026-04-07

VV VANGUARD LARGE-CAP ETF42.0K shares5.49%2026-03-312026-04-07

IEI ISHARES 3-7 YEAR TREASURY BOND ETF106.9K shares13.75%2026-03-312026-04-07

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF123.3K shares13.48%2026-03-312026-04-07

CSCO CISCO SYS INC COM160.2K shares2.78%2026-03-312026-04-07

Sponsored

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF250.2K shares7.53%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC COM252.4K shares21.14%2026-03-312026-04-07

SO SOUTHERN CO COM127.1K shares3.20%2026-03-312026-04-07

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF359.5K shares11.52%2026-03-312026-04-07

IYW ISHARES U.S. TECHNOLOGY ETF66.4K shares10.64%2026-03-312026-04-07

ASML ASML HLDG NV N Y REGISTRY SHS9.0K shares24.78%2026-03-312026-04-07

RTX RTX CORPORATION COM62.3K shares5.43%2026-03-312026-04-07

JPIE JPMORGAN INCOME ETF264.0K shares-26.49%2026-03-312026-04-07

Sponsored

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF152.1K shares-7.55%2026-03-312026-04-07

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW54.4K shares9.23%2026-03-312026-04-07

WFC WELLS FARGO & CO COM149.3K shares7.90%2026-03-312026-04-07

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF99.3K shares60.13%2026-03-312026-04-07

NEE NEXTERA ENERGY INC COM126.8K shares10.52%2026-03-312026-04-07

VGT VANGUARD INFORMATION TECHNOLOGY ETF16.7K shares5.44%2026-03-312026-04-07

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND154.4K shares11.86%2026-03-312026-04-07

CLIP GLOBAL X 1-3 MONTH T-BILL ETF114.9K shares17.40%2026-03-312026-04-07

Sponsored

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF166.1K shares5.09%2026-03-312026-04-07

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF287.2K shares26.96%2026-03-312026-04-07

SPHQ INVESCO S&P 500 QUALITY ETF149.6K shares226.77%2026-03-312026-04-07

DCOR DIMENSIONAL US CORE EQUITY 1 ETF156.4K shares38.77%2026-03-312026-04-07

XUSP INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF253.6K shares-7.10%2026-03-312026-04-07

FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND396.1K shares25.82%2026-03-312026-04-07

AMGN AMGEN INC COM31.9K shares13.06%2026-03-312026-04-07

AVDE AVANTIS INTERNATIONAL EQUITY ETF129.0K shares69.11%2026-03-312026-04-07

Sponsored

MCD MCDONALDS CORP COM35.7K shares8.34%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP COM17.7K shares7.03%2026-03-312026-04-07

EEM ISHARES MSCI EMERGING MARKETS ETF189.7K shares6.35%2026-03-312026-04-07

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A55.0K shares72.60%2026-03-312026-04-07

MBB ISHARES MBS ETF113.3K shares-4.64%2026-03-312026-04-07

SCHB SCHWAB U.S. BROAD MARKET ETF415.7K shares-37.27%2026-03-312026-04-07

AMAT APPLIED MATLS INC COM29.6K shares13.06%2026-03-312026-04-07

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF305.4K shares89.73%2026-03-312026-04-07

Sponsored

SCHP SCHWAB US TIPS ETF392.3K shares106.04%2026-03-312026-04-07

KO COCA COLA CO COM136.7K shares22.46%2026-03-312026-04-07

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF183.2K shares2.37%2026-03-312026-04-07

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF202.9K shares33.11%2026-03-312026-04-07

QCOM QUALCOMM INC COM81.1K shares-2.35%2026-03-312026-04-07

GDX VANECK GOLD MINERS ETF106.7K shares-13.53%2026-03-312026-04-07

GE AEROSPACE COM NEW GE AEROSPACE COM NEW34.7K shares11.68%2026-03-312026-04-07

INTC INTEL CORP COM207.8K shares9.89%2026-03-312026-04-07

Sponsored

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF40.0K shares-0.14%2026-03-312026-04-07

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF194.9K shares1.70%2026-03-312026-04-07

EFA ISHARES MSCI EAFE ETF99.0K shares-41.20%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC COM61.9K shares9.36%2026-03-312026-04-07

T AT&T INC COM339.7K shares5.79%2026-03-312026-04-07

GEV GE VERNOVA INC COM10.7K shares19.64%2026-03-312026-04-07

IMCB ISHARES MORNINGSTAR MID-CAP ETF114.3K shares8.44%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC COM11.2K shares15.34%2026-03-312026-04-07

Sponsored

HON HONEYWELL INTL INC COM42.0K shares3.87%2026-03-312026-04-07

TLH ISHARES 10-20 YEAR TREASURY BOND ETF94.5K shares-15.68%2026-03-312026-04-07

TJX TJX COS INC NEW COM57.8K shares20.54%2026-03-312026-04-07

COP CONOCOPHILLIPS COM71.8K shares2.22%2026-03-312026-04-07

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF184.9K shares57.18%2026-03-312026-04-07

DIVB ISHARES CORE DIVIDEND ETF170.8K shares-30.01%2026-03-312026-04-07

VBR VANGUARD SMALL CAP VALUE ETF42.0K shares13.71%2026-03-312026-04-07

XMHQ INVESCO S&P MIDCAP QUALITY ETF87.1K shares-37.69%2026-03-312026-04-07

Sponsored

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF103.1K shares7.06%2026-03-312026-04-07

FENI FIDELITY ENHANCED INTERNATIONAL ETF236.9K shares-5.82%2026-03-312026-04-07

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF195.6K shares-2.77%2026-03-312026-04-07

BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF443.5K shares279.03%2026-03-312026-04-07

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF207.6K shares-6.83%2026-03-312026-04-07

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF190.0K shares240.51%2026-03-312026-04-07

PULS PGIM ULTRA SHORT BOND ETF179.3K shares-3.86%2026-03-312026-04-07

FSMD FIDELITY SMALL-MID MULTIFACTOR ETF195.7K shares0.41%2026-03-312026-04-07

Sponsored

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND167.6K shares439.86%2026-03-312026-04-07

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF218.2K shares2.57%2026-03-312026-04-07

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF146.9K shares34.02%2026-03-312026-04-07

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF182.3K shares-4.11%2026-03-312026-04-07

VGUS VANGUARD ULTRA-SHORT TREASURY ETF111.3K shares5.62%2026-03-312026-04-07

GLW CORNING INC COM58.6K shares12.48%2026-03-312026-04-07

SFLR INNOVATOR EQUITY MANAGED FLOOR ETF232.3K shares40.66%2026-03-312026-04-07

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST17.5K shares3.55%2026-03-312026-04-07

Sponsored

EATON CORP PLC SHS EATON CORP PLC SHS22.3K shares10.58%2026-03-312026-04-07

HDV ISHARES CORE HIGH DIVIDEND ETF60.5K shares9.72%2026-03-312026-04-07

CRM SALESFORCE INC COM43.5K shares19.23%2026-03-312026-04-07

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND87.9K shares-2.23%2026-03-312026-04-07

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM23.1K shares2.12%2026-03-312026-04-07

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF85.1K shares104.41%2026-03-312026-04-07

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF111.2K shares14912.96%2026-03-312026-04-07

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW61.5K shares14.16%2026-03-312026-04-07

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF48.8K shares73.04%2026-03-312026-04-07

ESGU ISHARES ESG AWARE MSCI USA ETF56.2K shares6.64%2026-03-312026-04-07

EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF159.3K shares42.13%2026-03-312026-04-07

IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND162.3K shares3486.99%2026-03-312026-04-07

GILD GILEAD SCIENCES INC COM56.6K shares-0.36%2026-03-312026-04-07

CAIE CALAMOS AUTOCALLABLE INCOME ETF317.7K shares31.72%2026-03-312026-04-07

CGDV CAPITAL GROUP DIVIDEND VALUE ETF184.3K shares112.78%2026-03-312026-04-07

CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF234.6K shares4.92%2026-03-312026-04-07

Sponsored

DIS DISNEY WALT CO COM80.3K shares13.87%2026-03-312026-04-07

VTWO VANGUARD RUSSELL 2000 ETF76.3K shares4.26%2026-03-312026-04-07

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF76.7K shares-1.27%2026-03-312026-04-07

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND151.3K shares8.07%2026-03-312026-04-07

PFE PFIZER INC COM264.5K shares19.79%2026-03-312026-04-07

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF71.2K shares-9.69%2026-03-312026-04-07

JQUA JPMORGAN U.S. QUALITY FACTOR ETF122.1K shares922.12%2026-03-312026-04-07

BSY BENTLEY SYS INC COM CL B218.4K shares1.44%2026-03-312026-04-07

Sponsored

ABT ABBOTT LABORATORIES COM72.8K shares17.16%2026-03-312026-04-07

DELL DELL TECHNOLOGIES INC CL C43.9K shares-10.67%2026-03-312026-04-07

VT VANGUARD TOTAL WORLD STOCK ETF53.1K shares-17.22%2026-03-312026-04-07

IBIT ISHARES BITCOIN TRUST ETF191.8K shares3.57%2026-03-312026-04-07

THIR THOR INDEX ROTATION ETF237.3K shares9.83%2026-03-312026-04-07

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF49.7K shares51.13%2026-03-312026-04-07

JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF78.9K shares2.37%2026-03-312026-04-07

KLAC KLA CORP COM NEW4.8K shares18.68%2026-03-312026-04-07

Sponsored

OUNZ VANECK MERK GOLD ETF159.3K shares-13.14%2026-03-312026-04-07

CMF ISHARES CALIFORNIA MUNI BOND ETF128.0K shares-2.71%2026-03-312026-04-07

DE DEERE & CO COM12.7K shares7.97%2026-03-312026-04-07

BALT INNOVATOR DEFINED WEALTH SHIELD ETF215.1K shares1.58%2026-03-312026-04-07

TIP ISHARES TIPS BOND ETF64.5K shares19.22%2026-03-312026-04-07

BMY BRISTOL-MYERS SQUIBB CO COM113.9K shares45.55%2026-03-312026-04-07

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND78.9K shares-14.01%2026-03-312026-04-07

APH AMPHENOL CORP CL A54.4K shares-2.97%2026-03-312026-04-07

Sponsored

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF125.1K shares49.16%2026-03-312026-04-07

CITIGROUP INC COM NEW CITIGROUP INC COM NEW60.1K shares4.68%2026-03-312026-04-07

CB CHUBB LTD SWITZ COM21.1K shares4.93%2026-03-312026-04-07

IJK ISHARES S&P MID-CAP 400 GROWTH ETF67.7K shares0.83%2026-03-312026-04-07

CGCP CAPITAL GROUP CORE PLUS INCOME ETF306.3K shares40.25%2026-03-312026-04-07

MO ALTRIA GROUP INC COM104.5K shares-18.76%2026-03-312026-04-07

DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF126.3K shares48.48%2026-03-312026-04-07

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF264.7K shares69.10%2026-03-312026-04-07

Sponsored

BLACKSTONE INC COM BLACKSTONE INC COM59.3K shares21.86%2026-03-312026-04-07

SCHW SCHWAB CHARLES CORP COM72.9K shares15.07%2026-03-312026-04-07

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF142.0K shares808.83%2026-03-312026-04-07

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF66.9K shares-2.53%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC COM41.0K shares28.26%2026-03-312026-04-07

PNC PNC FINL SVCS GROUP INC COM31.1K shares84.47%2026-03-312026-04-07

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF78.5K shares18.82%2026-03-312026-04-07

CRWD CROWDSTRIKE HLDGS INC CL A16.4K shares-2.61%2026-03-312026-04-07

Sponsored

BK BANK NEW YORK MELLON CORP COM53.2K shares7.94%2026-03-312026-04-07

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF189.0K shares-59.38%2026-03-312026-04-07

PDI PIMCO DYNAMIC INCOME FD SHS362.6K shares314.32%2026-03-312026-04-07

JMUB JPMORGAN MUNICIPAL ETF125.9K shares212.61%2026-03-312026-04-07

DFGX DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF119.6K shares141.78%2026-03-312026-04-07

AVES AVANTIS EMERGING MARKETS VALUE ETF104.6K shares-15.02%2026-03-312026-04-07

QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF186.0K shares11.20%2026-03-312026-04-07

WDC WESTERN DIGITAL CORP COM20.9K shares-10.79%2026-03-312026-04-07

Sponsored

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF116.9K shares12.77%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC COM86.4K shares2.49%2026-03-312026-04-07

FCX FREEPORT MCMORAN INC CL B100.7K shares42.31%2026-03-312026-04-07

SHLD GLOBAL X DEFENSE TECH ETF83.6K shares63.66%2026-03-312026-04-07

SPGI S&P GLOBAL INC COM14.4K shares9.60%2026-03-312026-04-07

WM WASTE MGMT INC DEL COM26.5K shares6.18%2026-03-312026-04-07

VPU VANGUARD UTILITIES ETF30.5K shares4.94%2026-03-312026-04-07

IWP ISHARES RUSSELL MID-CAP GROWTH ETF47.0K shares103.19%2026-03-312026-04-07

Sponsored

IWO ISHARES RUSSELL 2000 GROWTH ETF19.2K shares334.66%2026-03-312026-04-07

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF126.2K shares2.49%2026-03-312026-04-07

UNH UNITEDHEALTH GROUP INC COM21.8K shares3.23%2026-03-312026-04-07

SHOP SHOPIFY INC CL A SUB VTG SHS50.3K shares9.44%2026-03-312026-04-07

USTB VICTORYSHARES SHORT-TERM BOND ETF116.9K shares-21.63%2026-03-312026-04-07

GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF119.0K shares187.20%2026-03-312026-04-07

LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF272.5K shares10.18%2026-03-312026-04-07

SHW SHERWIN WILLIAMS CO COM18.0K shares28.66%2026-03-312026-04-07

Sponsored

JBND JPMORGAN ACTIVE BOND ETF109.2K shares635.97%2026-03-312026-04-07

DFLV DIMENSIONAL US LARGE CAP VALUE ETF163.4K shares2.36%2026-03-312026-04-07

SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF120.0K shares4.16%2026-03-312026-04-07

ESGD ISHARES ESG AWARE MSCI EAFE ETF59.7K shares47.62%2026-03-312026-04-07

SSPY STRATIFIED LARGECAP INDEX ETF65.3K shares-2.72%2026-03-312026-04-07

FIX COMFORT SYS USA INC COM4.0K shares4.76%2026-03-312026-04-07

BRK.A BERKSHIRE HATHAWAY INC DEL CL A8 shares14.29%2026-03-312026-04-07

BA BOEING CO COM27.6K shares15.32%2026-03-312026-04-07

Sponsored

SMH VANECK SEMICONDUCTOR ETF14.5K shares9.42%2026-03-312026-04-07

SCHA SCHWAB U.S. SMALL-CAP ETF193.6K shares14.70%2026-03-312026-04-07

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF168.7K shares-7.10%2026-03-312026-04-07

VOE VANGUARD MID-CAP VALUE ETF30.5K shares1.76%2026-03-312026-04-07

SYK STRYKER CORPORATION COM17.1K shares15.49%2026-03-312026-04-07

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS13.3K shares36.04%2026-03-312026-04-07

PH PARKER-HANNIFIN CORP COM6.1K shares15.38%2026-03-312026-04-07

PWR QUANTA SVCS INC COM9.9K shares29.73%2026-03-312026-04-07

Sponsored

INTU INTUIT COM12.9K shares-0.39%2026-03-312026-04-07

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF110.3K shares56.15%2026-03-312026-04-07

UPS UNITED PARCEL SVCS INC CL B55.6K shares30.11%2026-03-312026-04-07

LOW LOWES COS INC COM22.8K shares9.16%2026-03-312026-04-07

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF185.0K shares24.11%2026-03-312026-04-07

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND53.4K shares66.98%2026-03-312026-04-07

NVS NOVARTIS AG SPONSORED ADR34.5K shares0.40%2026-03-312026-04-07

VONG VANGUARD RUSSELL 1000 GROWTH ETF48.3K shares5.88%2026-03-312026-04-07

Sponsored

ADI ANALOG DEVICES INC COM16.6K shares1.52%2026-03-312026-04-07

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW94.7K shares7.98%2026-03-312026-04-07

SPMO INVESCO S&P 500 MOMENTUM ETF46.3K shares-21.13%2026-03-312026-04-07

USB US BANCORP COM NEW100.1K shares18.76%2026-03-312026-04-07

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF176.1K shares199.60%2026-03-312026-04-07

LINDE PLC SHS LINDE PLC SHS10.6K shares27.62%2026-03-312026-04-07

SLV ISHARES SILVER TRUST76.3K shares-6.46%2026-03-312026-04-07

FMDE FIDELITY ENHANCED MID CAP ETF143.2K shares72.45%2026-03-312026-04-07

Sponsored

JSML JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF73.2K shares7.87%2026-03-312026-04-07

MEDTRONIC PLC SHS MEDTRONIC PLC SHS59.3K shares-17.23%2026-03-312026-04-07

UNP UNION PAC CORP COM20.7K shares36.70%2026-03-312026-04-07

PSX PHILLIPS 66 COM28.7K shares-7.36%2026-03-312026-04-07

SCHE SCHWAB EMERGING MARKETS EQUITY ETF152.5K shares7.17%2026-03-312026-04-07

AXP AMERICAN EXPRESS CO COM16.7K shares7.12%2026-03-312026-04-07

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND106.5K shares20.51%2026-03-312026-04-07

APP APPLOVIN CORP COM CL A12.9K shares10.64%2026-03-312026-04-07

Sponsored

DGCB DIMENSIONAL GLOBAL CREDIT ETF92.0K shares159.05%2026-03-312026-04-07

SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF65.5K shares-4.91%2026-03-312026-04-07

EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF81.4K shares1.61%2026-03-312026-04-07

BUFR FT VEST LADDERED BUFFER ETF146.4K shares1.71%2026-03-312026-04-07

SCHZ SCHWAB US AGGREGATE BOND ETF213.9K shares21.64%2026-03-312026-04-07

AAAU GOLDMAN SACHS PHYSICAL GOLD ETF105.1K shares-3.54%2026-03-312026-04-07

NOW SERVICENOW INC COM47.2K shares9.00%2026-03-312026-04-07

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF106.4K shares146.51%2026-03-312026-04-07

Sponsored

APUE ACTIVEPASSIVE U.S. EQUITY ETF121.5K sharesnew addition2026-03-312026-04-07

TMO THERMO FISHER SCIENTIFIC INC COM9.9K shares3.79%2026-03-312026-04-07

MS MORGAN STANLEY COM NEW29.2K shares-1.70%2026-03-312026-04-07

IWMI NEOS RUSSELL 2000 HIGH INCOME ETF102.0K sharesnew addition2026-03-312026-04-07

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF128.1K shares18.98%2026-03-312026-04-07

ADP AUTOMATIC DATA PROCESSING INC COM24.1K shares26.64%2026-03-312026-04-07

BLV VANGUARD LONG-TERM BOND ETF70.6K shares-9.47%2026-03-312026-04-07

NSC NORFOLK SOUTHN CORP COM16.7K shares9.58%2026-03-312026-04-07

Sponsored

ISRG INTUITIVE SURGICAL INC COM NEW10.3K shares3.47%2026-03-312026-04-07

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF101.0K shares14.38%2026-03-312026-04-07

SHEL SHELL PLC SPON ADS51.6K shares20.83%2026-03-312026-04-07

SBUX STARBUCKS CORP COM51.7K shares-4.63%2026-03-312026-04-07

WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF272.6K shares68.64%2026-03-312026-04-07

BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF181.8K sharesnew addition2026-03-312026-04-07

TBIL F/M US TREASURY 3 MONTH BILL FUND92.3K shares14.97%2026-03-312026-04-07

JCPB JPMORGAN CORE PLUS BOND ETF98.1K shares-0.66%2026-03-312026-04-07

Sponsored

DEHP DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF134.8K shares-19.40%2026-03-312026-04-07

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF131.6K shares82.09%2026-03-312026-04-07

WEITZ CORE PLUS BOND ETF WEITZ CORE PLUS BOND ETF180.5K shares-2.67%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC COM1.1K shares-2.44%2026-03-312026-04-07

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF125.5K shares6.89%2026-03-312026-04-07

LRGF ISHARES U.S. EQUITY FACTOR ETF67.5K shares95.99%2026-03-312026-04-07

VXF VANGUARD EXTENDED MARKET ETF21.4K shares2.95%2026-03-312026-04-07

BLCR ISHARES LARGE CAP CORE ACTIVE ETF105.9K sharesnew addition2026-03-312026-04-07

Sponsored

DVY ISHARES SELECT DIVIDEND ETF29.3K shares4.22%2026-03-312026-04-07

PDBA INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF122.1K sharesnew addition2026-03-312026-04-07

FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF38.3K shares8.13%2026-03-312026-04-07

VPLS VANGUARD CORE PLUS BOND ETF57.0K shares490.72%2026-03-312026-04-07

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF164.1K shares6.75%2026-03-312026-04-07

XMMO INVESCO S&P MIDCAP MOMENTUM ETF29.5K shares-13.53%2026-03-312026-04-07

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF48.5K shares38.39%2026-03-312026-04-07

AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF169.8K shares19.38%2026-03-312026-04-07

Sponsored

CMI CUMMINS INC COM7.8K shares2.64%2026-03-312026-04-07

ENB ENBRIDGE INC COM80.1K shares-7.15%2026-03-312026-04-07

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF87.7K shares-35.96%2026-03-312026-04-07

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF40.1K shares-6.99%2026-03-312026-04-07

SOXX ISHARES SEMICONDUCTOR ETF12.5K shares-18.89%2026-03-312026-04-07

CEFS SABA CLOSED END FUNDS ETF181.8K shares-42.50%2026-03-312026-04-07

NOC NORTHROP GRUMMAN CORP COM5.9K shares5.36%2026-03-312026-04-07

ACLO TCW AAA CLO ETF81.7K sharesnew addition2026-03-312026-04-07

Sponsored

AVUS AVANTIS U.S. EQUITY ETF36.6K shares3.12%2026-03-312026-04-07

BLACKROCK INC COM BLACKROCK INC COM4.3K shares5.53%2026-03-312026-04-07

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF164.8K shares180.69%2026-03-312026-04-07

AVMV AVANTIS U.S. MID CAP VALUE ETF55.1K shares1.62%2026-03-312026-04-07

GBIL ACCESS TREASURY 0-1 YEAR ETF40.8K shares-21.29%2026-03-312026-04-07

COWZ PACER US CASH COWS 100 ETF65.4K shares15.03%2026-03-312026-04-07

GLIN VANECK INDIA GROWTH LEADERS ETF98.9K shares2.23%2026-03-312026-04-07

FDVV FIDELITY HIGH DIVIDEND ETF73.4K shares3.87%2026-03-312026-04-07

Sponsored

ESGV VANGUARD ESG U.S. STOCK ETF35.8K shares1.55%2026-03-312026-04-07

QQQI NEOS NASDAQ 100 HIGH INCOME ETF80.7K shares595.94%2026-03-312026-04-07

NEM NEWMONT CORP COM35.3K shares-10.80%2026-03-312026-04-07

CL COLGATE PALMOLIVE CO COM46.9K shares6.05%2026-03-312026-04-07

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF59.2K shares33.07%2026-03-312026-04-07

VOOV VANGUARD S&P 500 VALUE ETF19.5K shares-7.40%2026-03-312026-04-07

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS31.9K shares-3.58%2026-03-312026-04-07

WFC-PL WELLS FARGO & CO PERP PFD CNV A3.4K shares16.40%2026-03-312026-04-07

Sponsored

VRT VERTIV HOLDINGS CO COM CL A15.1K shares119.85%2026-03-312026-04-07

DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF76.9K shares48.91%2026-03-312026-04-07

CEG CONSTELLATION ENERGY CORP COM13.9K shares40.83%2026-03-312026-04-07

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF128.0K shares-4.54%2026-03-312026-04-07

IWN ISHARES RUSSELL 2000 VALUE ETF20.3K shares64.16%2026-03-312026-04-07

MCK MCKESSON CORP COM4.4K shares-4.34%2026-03-312026-04-07

GBTC GRAYSCALE BITCOIN TRUST ETF72.6K shares0.78%2026-03-312026-04-07

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF36.4K shares1.45%2026-03-312026-04-07

Sponsored

ADBE ADOBE INC COM15.9K shares0.14%2026-03-312026-04-07

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF90.0K shares4.06%2026-03-312026-04-07

TER TERADYNE INC COM12.3K shares37.67%2026-03-312026-04-07

AEM AGNICO EAGLE MINES LTD COM18.2K shares90.83%2026-03-312026-04-07

BHP BHP BILLITON LIMITED SPONSORED ADS51.3K shares18.98%2026-03-312026-04-07

MPC MARATHON PETE CORP COM15.8K shares12.14%2026-03-312026-04-07

MGK VANGUARD MEGA CAP GROWTH ETF10.1K shares29.81%2026-03-312026-04-07

TMSL T. ROWE PRICE SMALL-MID CAP ETF101.9K shares1.48%2026-03-312026-04-07

Sponsored

VLO VALERO ENERGY CORP COM15.5K shares25.92%2026-03-312026-04-07

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF39.4K shares-14.92%2026-03-312026-04-07

OKE ONEOK INC NEW COM42.5K shares25.26%2026-03-312026-04-07

TXN TEXAS INSTRS INC COM18.9K shares-5.18%2026-03-312026-04-07

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF109.6K sharesnew addition2026-03-312026-04-07

FTCB FIRST TRUST CORE INVESTMENT GRADE ETF176.0K shares164.08%2026-03-312026-04-07

CAH CARDINAL HEALTH INC COM17.3K shares19.59%2026-03-312026-04-07

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF72.6K shares51.96%2026-03-312026-04-07

Sponsored

JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF90.4K shares929.15%2026-03-312026-04-07

MFSG MFS ACTIVE GROWTH ETF140.6K shares13.95%2026-03-312026-04-07

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF59.4K shares-26.90%2026-03-312026-04-07

FLOT ISHARES FLOATING RATE BOND ETF71.3K shares5.52%2026-03-312026-04-07

MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF37.1K shares414.05%2026-03-312026-04-07

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF35.2K shares1.43%2026-03-312026-04-07

IWR ISHARES RUSSELL MIDCAP ETF36.7K shares26.49%2026-03-312026-04-07

CMCSA COMCAST CORP NEW CL A127.8K shares14.62%2026-03-312026-04-07

Sponsored

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF69.3K shares33.84%2026-03-312026-04-07

HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF67.8K shares-4.29%2026-03-312026-04-07

RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF50.1K shares-1.94%2026-03-312026-04-07

DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF85.5K shares35.41%2026-03-312026-04-07

SNDK SANDISK CORP COM5.1K shares190.40%2026-03-312026-04-07

DHR DANAHER CORP DEL COM18.6K shares30.24%2026-03-312026-04-07

FTHI FIRST TRUST BUYWRITE INCOME ETF152.9K shares8.30%2026-03-312026-04-07

FELC FIDELITY ENHANCED LARGE CAP CORE ETF96.3K shares6.99%2026-03-312026-04-07

Sponsored

USMV ISHARES MSCI USA MIN VOL FACTOR ETF37.9K shares-6.07%2026-03-312026-04-07

MAR MARRIOTT INTL INC NEW CL A10.5K shares5.92%2026-03-312026-04-07

TT TRANE TECHNOLOGIES PLC SHS8.1K shares8.96%2026-03-312026-04-07

CSX CSX CORP COM84.0K shares14.36%2026-03-312026-04-07

PWV INVESCO LARGE CAP VALUE ETF49.9K shares14.63%2026-03-312026-04-07

AFL AFLAC INC COM31.7K shares43.25%2026-03-312026-04-07

XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF204.7K shares-14.22%2026-03-312026-04-07

EATON VANCE INCOME OPPORTUNITIES ETF EATON VANCE INCOME OPPORTUNITIES ETF69.3K sharesnew addition2026-03-312026-04-07

Sponsored

VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF76.4K shares214.74%2026-03-312026-04-07

RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF58.9K shares-6.61%2026-03-312026-04-07

FBTC FIDELITY WISE ORIGIN BITCOIN FUND57.5K shares59.70%2026-03-312026-04-07

EMR EMERSON ELEC CO COM25.8K shares3.88%2026-03-312026-04-07

STT STATE STR CORP COM26.4K shares-2.73%2026-03-312026-04-07

NET CLOUDFLARE INC CL A COM16.5K shares0.62%2026-03-312026-04-07

VFLO VICTORYSHARES FREE CASH FLOW ETF85.2K shares-3.25%2026-03-312026-04-07

AEP AMERICAN ELEC PWR CO INC COM25.6K shares12.01%2026-03-312026-04-07

Sponsored

GMUB GOLDMAN SACHS MUNICIPAL INCOME ETF66.2K shares8.47%2026-03-312026-04-07

IWY ISHARES RUSSELL TOP 200 GROWTH ETF13.4K shares4.59%2026-03-312026-04-07

ITW ILLINOIS TOOL WKS INC COM12.9K shares13.90%2026-03-312026-04-07

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF27.1K shares-10.71%2026-03-312026-04-07

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND61.0K shares18947.81%2026-03-312026-04-07

IXJ ISHARES GLOBAL HEALTHCARE ETF35.2K shares7167.98%2026-03-312026-04-07

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF45.3K shares0.37%2026-03-312026-04-07

DGRO ISHARES CORE DIVIDEND GROWTH ETF47.1K shares3.53%2026-03-312026-04-07

Sponsored

RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF90.7K sharesnew addition2026-03-312026-04-07

AXON AXON ENTERPRISE INC COM7.7K shares-6.07%2026-03-312026-04-07

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY70.3K shares-6.54%2026-03-312026-04-07

TMUS T-MOBILE US INC COM15.9K shares26.22%2026-03-312026-04-07

D DOMINION ENERGY INC COM51.8K shares-1.22%2026-03-312026-04-07

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF66.0K shares8.28%2026-03-312026-04-07

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND61.6K shares13.36%2026-03-312026-04-07

COF CAPITAL ONE FINL CORP COM17.4K shares18.60%2026-03-312026-04-07

Sponsored

EPD ENTERPRISE PRODS PARTNERS L P COM85.5K shares-21.20%2026-03-312026-04-07

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF42.9K shares217.56%2026-03-312026-04-07

QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY108.6K shares1.92%2026-03-312026-04-07

NVO NOVO-NORDISK A S ADR87.1K shares19.09%2026-03-312026-04-07

SDY STATE STREET SPDR S&P DIVIDEND ETF21.7K shares17.30%2026-03-312026-04-07

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF31.3K shares91.92%2026-03-312026-04-07

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF111.0K shares1.87%2026-03-312026-04-07

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND30.7K shares7.95%2026-03-312026-04-07

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY A COM10.3K shares20.05%2026-03-312026-04-07

TRV TRAVELERS COMPANIES INC COM10.5K shares21.37%2026-03-312026-04-07

ILCG ISHARES MORNINGSTAR GROWTH ETF31.2K shares-60.75%2026-03-312026-04-07

RSG REPUBLIC SVCS INC COM13.6K shares3.80%2026-03-312026-04-07

FTCS FIRST TRUST CAPITAL STRENGTH ETF32.4K shares-20.01%2026-03-312026-04-07

KKR & CO INC COM KKR & CO INC COM32.8K shares10.33%2026-03-312026-04-07

HWM HOWMET AEROSPACE INC COM12.4K shares-3.38%2026-03-312026-04-07

VFMO VANGUARD U.S. MOMENTUM FACTOR ETF14.8K shares1.32%2026-03-312026-04-07

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ETF76.2K shares14.34%2026-03-312026-04-07

SCCO SOUTHERN COPPER CORP COM16.5K shares21.23%2026-03-312026-04-07

IFRA ISHARES U.S. INFRASTRUCTURE ETF50.8K shares48.45%2026-03-312026-04-07

IUSV ISHARES CORE S&P US VALUE ETF28.6K shares2.10%2026-03-312026-04-07

IVV

ISHARES CORE S&P 500 ETF

11.36%

Shares846.2K

Event2026-03-31

Filed2026-04-07

VANGUARD S&P 500 ETF

15.96%

Shares444.2K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC COM

7.41%

Shares1.0M

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION COM

7.58%

Shares1.3M

Event2026-03-31

Filed2026-04-07

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

24.21%

Shares4.0M

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

23.08%

Shares3.2M

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

34.11%

Shares1.4M

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB U.S. LARGE-CAP ETF

23.97%

Shares4.9M

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP COM

9.03%

Shares318.0K

Event2026-03-31

Filed2026-04-07

VTV

VANGUARD VALUE ETF

27.37%

Shares558.2K

Event2026-03-31

Filed2026-04-07

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

29.03%

Shares1.4M

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

18.04%

Shares1.5M

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC COM

8.35%

Shares488.5K

Event2026-03-31

Filed2026-04-07

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

27.05%

Shares2.2M

Event2026-03-31

Filed2026-04-07

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

28.12%

Shares946.2K

Event2026-03-31

Filed2026-04-07

IJR

ISHARES CORE S&P SMALL CAP ETF

11.84%

Shares737.2K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TRUST SERIES I

2.07%

Shares156.1K

Event2026-03-31

Filed2026-04-07

SPTL

STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF

45.42%

Shares3.4M

Event2026-03-31

Filed2026-04-07

ALPHABET INC CAP STK CL A

3.87%

Shares287.7K

Event2026-03-31

Filed2026-04-07

LQD

ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF

53.70%

Shares726.7K

Event2026-03-31

Filed2026-04-07

ORLY

OREILLY AUTOMOTIVE INC COM

-1.03%

Shares793.3K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD TOTAL STOCK MARKET ETF

14.69%

Shares222.6K

Event2026-03-31

Filed2026-04-07

SPY

STATE STREET SPDR S&P 500 ETF

7.92%

Shares106.3K

Event2026-03-31

Filed2026-04-07

ALPHABET INC CAP STK CL C

10.52%

Shares232.5K

Event2026-03-31

Filed2026-04-07

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

51.77%

Shares1.6M

Event2026-03-31

Filed2026-04-07

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

25.53%

Shares558.5K

Event2026-03-31

Filed2026-04-07

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

25.54%

Shares748.2K

Event2026-03-31

Filed2026-04-07

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

0.77%

Shares640.6K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL CL B NEW

13.27%

Shares122.0K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES CORE MSCI EAFE ETF

-9.76%

Shares634.3K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES NATIONAL MUNI BOND ETF

11.80%

Shares532.7K

Event2026-03-31

Filed2026-04-07

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

12.48%

Shares765.9K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD TOTAL BOND MARKET ETF

-20.80%

Shares738.5K

Event2026-03-31

Filed2026-04-07

BROADCOM INC COM

3.60%

Shares172.6K

Event2026-03-31

Filed2026-04-07

IBND

SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF

34.36%

Shares1.7M

Event2026-03-31

Filed2026-04-07

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

26.39%

Shares326.9K

Event2026-03-31

Filed2026-04-07

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

19.03%

Shares797.0K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

16.78%

Shares597.9K

Event2026-03-31

Filed2026-04-07

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

-13.32%

Shares579.9K

Event2026-03-31

Filed2026-04-07

BSV

VANGUARD SHORT-TERM BOND ETF

22.89%

Shares588.4K

Event2026-03-31

Filed2026-04-07

VANGUARD MID-CAP ETF

55.85%

Shares152.3K

Event2026-03-31

Filed2026-04-07

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

44.74%

Shares884.9K

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD DIVIDEND APPRECIATION ETF

42.96%

Shares199.2K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC COM

8.94%

Shares342.6K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC COM

8.90%

Shares111.9K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO COM

-1.42%

Shares143.0K

Event2026-03-31

Filed2026-04-07

META

META PLATFORMS INC CL A

2.06%

Shares71.1K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB US DIVIDEND EQUITY ETF

29.59%

Shares1.3M

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO COM

35.48%

Shares42.2K

Event2026-03-31

Filed2026-04-07

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-23.15%

Shares515.0K

Event2026-03-31

Filed2026-04-07

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

179.29%

Shares778.9K

Event2026-03-31

Filed2026-04-07

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-3.56%

Shares201.1K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES S&P 500 GROWTH ETF

-13.96%

Shares332.6K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP COM

12.41%

Shares231.7K

Event2026-03-31

Filed2026-04-07

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

-4.13%

Shares478.6K

Event2026-03-31

Filed2026-04-07

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-13.57%

Shares620.7K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

29.58%

Shares669.2K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES CORE S&P MID-CAP ETF

15.48%

Shares531.3K

Event2026-03-31

Filed2026-04-07

EFV

ISHARES MSCI EAFE VALUE ETF

-19.18%

Shares480.4K

Event2026-03-31

Filed2026-04-07

XLG

INVESCO S&P 500 TOP 50 ETF

141.18%

Shares654.6K

Event2026-03-31

Filed2026-04-07

VOT

VANGUARD MID-CAP GROWTH ETF

35.94%

Shares137.8K

Event2026-03-31

Filed2026-04-07

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

71.67%

Shares762.0K

Event2026-03-31

Filed2026-04-07

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

30.30%

Shares415.6K

Event2026-03-31

Filed2026-04-07

IVE

ISHARES S&P 500 VALUE ETF

-10.78%

Shares158.0K

Event2026-03-31

Filed2026-04-07

QQQM

INVESCO NASDAQ 100 ETF

61.45%

Shares138.4K

Event2026-03-31

Filed2026-04-07

INVESCO S&P 500 EQUAL WEIGHT ETF

5.36%

Shares167.2K

Event2026-03-31

Filed2026-04-07

FBND

FIDELITY TOTAL BOND ETF

0.78%

Shares692.8K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON COM

19.15%

Shares126.8K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

26.34%

Shares1.2M

Event2026-03-31

Filed2026-04-07

VUG

VANGUARD GROWTH ETF

12.90%

Shares65.9K

Event2026-03-31

Filed2026-04-07

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

1.78%

Shares781.4K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD SHARES

67.00%

Shares65.9K

Event2026-03-31

Filed2026-04-07

FLRN

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

14.09%

Shares924.8K

Event2026-03-31

Filed2026-04-07

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-6.29%

Shares294.8K

Event2026-03-31

Filed2026-04-07

VISA INC COM CL A

11.56%

Shares92.0K

Event2026-03-31

Filed2026-04-07

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

19.23%

Shares381.5K

Event2026-03-31

Filed2026-04-07

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

17.50%

Shares561.2K

Event2026-03-31

Filed2026-04-07

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

64.32%

Shares568.1K

Event2026-03-31

Filed2026-04-07

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

35.50%

Shares563.4K

Event2026-03-31

Filed2026-04-07

DFAW

DIMENSIONAL WORLD EQUITY ETF

3.98%

Shares362.2K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORPORATION COM

9.63%

Shares135.9K

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TRUST

73.79%

Shares298.2K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

20.22%

Shares269.2K

Event2026-03-31

Filed2026-04-07

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

133.31%

Shares629.5K

Event2026-03-31

Filed2026-04-07

TLT

ISHARES 20 YEAR TREASURY BOND ETF

5.16%

Shares304.0K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC COM

7.01%

Shares33.9K

Event2026-03-31

Filed2026-04-07

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

323.73%

Shares167.2K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHOLESALE CORPORATION COM

13.65%

Shares24.0K

Event2026-03-31

Filed2026-04-07

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-37.04%

Shares256.8K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES RUSSELL 2000 ETF

70.78%

Shares93.9K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC COM

19.14%

Shares107.8K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES RUSSELL 1000 GROWTH ETF

12.47%

Shares52.0K

Event2026-03-31

Filed2026-04-07

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

143.46%

Shares739.9K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

13.38%

Shares758.1K

Event2026-03-31

Filed2026-04-07

PLTR

PALANTIR TECHNOLOGIES INC CL A

-7.87%

Shares149.5K

Event2026-03-31

Filed2026-04-07

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

10.96%

Shares611.7K

Event2026-03-31

Filed2026-04-07

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

25.05%

Shares402.3K

Event2026-03-31

Filed2026-04-07

GOVT

ISHARES U.S. TREASURY BOND ETF

8.95%

Shares902.0K

Event2026-03-31

Filed2026-04-07

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

6.74%

Shares183.6K

Event2026-03-31

Filed2026-04-07

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

49.48%

Shares399.0K

Event2026-03-31

Filed2026-04-07

PROCTER & GAMBLE CO COM

25.32%

Shares135.7K

Event2026-03-31

Filed2026-04-07

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

21.34%

Shares136.1K

Event2026-03-31

Filed2026-04-07

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

33.38%

Shares328.6K

Event2026-03-31

Filed2026-04-07

MICRON TECHNOLOGY INC COM

20.84%

Shares51.4K

Event2026-03-31

Filed2026-04-07

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

41.55%

Shares136.1K

Event2026-03-31

Filed2026-04-07

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

31.30%

Shares507.7K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC. COM

20.62%

Shares190.3K

Event2026-03-31

Filed2026-04-07

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-4.88%

Shares321.5K

Event2026-03-31

Filed2026-04-07

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-9.11%

Shares310.4K

Event2026-03-31

Filed2026-04-07

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

11.96%

Shares568.6K

Event2026-03-31

Filed2026-04-07

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

133.77%

Shares345.0K

Event2026-03-31

Filed2026-04-07

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

66.12%

Shares344.5K

Event2026-03-31

Filed2026-04-07

IWB

ISHARES RUSSELL 1000 ETF

-21.40%

Shares47.6K

Event2026-03-31

Filed2026-04-07

CGGR

CAPITAL GROUP GROWTH ETF

-40.19%

Shares419.9K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC COM

11.45%

Shares51.5K

Event2026-03-31

Filed2026-04-07

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

18.51%

Shares268.6K

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

7.25%

Shares49.1K

Event2026-03-31

Filed2026-04-07

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-17.62%

Shares214.2K

Event2026-03-31

Filed2026-04-07

EFG

ISHARES MSCI EAFE GROWTH ETF

34.06%

Shares146.5K

Event2026-03-31

Filed2026-04-07

AMD

ADVANCED MICRO DEVICES INC COM

28.58%

Shares78.1K

Event2026-03-31

Filed2026-04-07

ORCL

ORACLE CORP COM

6.47%

Shares111.9K

Event2026-03-31

Filed2026-04-07

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

24.53%

Shares664.0K

Event2026-03-31

Filed2026-04-07

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

12.56%

Shares457.0K

Event2026-03-31

Filed2026-04-07

MASTERCARD INCORPORATED CL A

14.89%

Shares32.6K

Event2026-03-31

Filed2026-04-07

VNQ

VANGUARD REAL ESTATE ETF

33.35%

Shares178.9K

Event2026-03-31

Filed2026-04-07

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

37.18%

Shares614.1K

Event2026-03-31

Filed2026-04-07

MERCK & CO INC COM

24.61%

Shares121.9K

Event2026-03-31

Filed2026-04-07

INTF

ISHARES INTERNATIONAL EQUITY FACTOR ETF

22.58%

Shares366.4K

Event2026-03-31

Filed2026-04-07

VTEB

VANGUARD TAX-EXEMPT BOND ETF

42.03%

Shares290.5K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP COM

16.55%

Shares290.8K

Event2026-03-31

Filed2026-04-07

FTSM

FIRST TRUST ENHANCED SHORT MATURITY ETF

313.65%

Shares239.3K

Event2026-03-31

Filed2026-04-07

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

18.78%

Shares313.0K

Event2026-03-31

Filed2026-04-07

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

-12.30%

Shares178.2K

Event2026-03-31

Filed2026-04-07

SCHM

SCHWAB U.S. MID-CAP ETF

-18.41%

Shares439.6K

Event2026-03-31

Filed2026-04-07

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

-0.89%

Shares378.9K

Event2026-03-31

Filed2026-04-07

IWD

ISHARES RUSSELL 1000 VALUE ETF

78.58%

Shares63.5K

Event2026-03-31

Filed2026-04-07

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

-39.62%

Shares515.6K

Event2026-03-31

Filed2026-04-07

DIHP

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF

-1.94%

Shares410.5K

Event2026-03-31

Filed2026-04-07

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

6.81%

Shares365.8K

Event2026-03-31

Filed2026-04-07

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

29.28%

Shares575.5K

Event2026-03-31

Filed2026-04-07

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

4.19%

Shares114.4K

Event2026-03-31

Filed2026-04-07

VANGUARD SMALL-CAP ETF

13.05%

Shares50.1K

Event2026-03-31

Filed2026-04-07

OEF

ISHARES S&P 100 ETF

-48.33%

Shares40.9K

Event2026-03-31

Filed2026-04-07

SPYI

NEOS S&P 500 HIGH INCOME ETF

1396.39%

Shares262.0K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS COM

2.35%

Shares53.4K

Event2026-03-31

Filed2026-04-07

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

262.47%

Shares302.0K

Event2026-03-31

Filed2026-04-07

PEP

PEPSICO INC COM

23.51%

Shares82.6K

Event2026-03-31

Filed2026-04-07

JAAA

JANUS HENDERSON AAA CLO ETF

56.74%

Shares251.5K

Event2026-03-31

Filed2026-04-07

VANGUARD LARGE-CAP ETF

5.49%

Shares42.0K

Event2026-03-31

Filed2026-04-07

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

13.75%

Shares106.9K

Event2026-03-31

Filed2026-04-07

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

13.48%

Shares123.3K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC COM

2.78%

Shares160.2K

Event2026-03-31

Filed2026-04-07

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

7.53%

Shares250.2K

Event2026-03-31

Filed2026-04-07

VERIZON COMMUNICATIONS INC COM

21.14%

Shares252.4K

Event2026-03-31

Filed2026-04-07

SOUTHERN CO COM

3.20%

Shares127.1K

Event2026-03-31

Filed2026-04-07

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

11.52%

Shares359.5K

Event2026-03-31

Filed2026-04-07

IYW

ISHARES U.S. TECHNOLOGY ETF

10.64%

Shares66.4K

Event2026-03-31

Filed2026-04-07

ASML

ASML HLDG NV N Y REGISTRY SHS

24.78%

Shares9.0K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION COM

5.43%

Shares62.3K

Event2026-03-31

Filed2026-04-07

JPIE

JPMORGAN INCOME ETF

-26.49%

Shares264.0K

Event2026-03-31

Filed2026-04-07

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-7.55%

Shares152.1K

Event2026-03-31

Filed2026-04-07

LAM RESEARCH CORP COM NEW

9.23%

Shares54.4K

Event2026-03-31

Filed2026-04-07

WFC

WELLS FARGO & CO COM

7.90%

Shares149.3K

Event2026-03-31

Filed2026-04-07

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

60.13%

Shares99.3K

Event2026-03-31

Filed2026-04-07

NEE

NEXTERA ENERGY INC COM

10.52%

Shares126.8K

Event2026-03-31

Filed2026-04-07

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

5.44%

Shares16.7K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

11.86%

Shares154.4K

Event2026-03-31

Filed2026-04-07

CLIP

GLOBAL X 1-3 MONTH T-BILL ETF

17.40%

Shares114.9K

Event2026-03-31

Filed2026-04-07

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

5.09%

Shares166.1K

Event2026-03-31

Filed2026-04-07

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

26.96%

Shares287.2K

Event2026-03-31

Filed2026-04-07

SPHQ

INVESCO S&P 500 QUALITY ETF

226.77%

Shares149.6K

Event2026-03-31

Filed2026-04-07

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

38.77%

Shares156.4K

Event2026-03-31

Filed2026-04-07

XUSP

INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF

-7.10%

Shares253.6K

Event2026-03-31

Filed2026-04-07

FTGC

FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND

25.82%

Shares396.1K

Event2026-03-31

Filed2026-04-07

AMGN

AMGEN INC COM

13.06%

Shares31.9K

Event2026-03-31

Filed2026-04-07

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

69.11%

Shares129.0K

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP COM

8.34%

Shares35.7K

Event2026-03-31

Filed2026-04-07

LMT

LOCKHEED MARTIN CORP COM

7.03%

Shares17.7K

Event2026-03-31

Filed2026-04-07

EEM

ISHARES MSCI EMERGING MARKETS ETF

6.35%

Shares189.7K

Event2026-03-31

Filed2026-04-07

ACCENTURE PLC IRELAND SHS CLASS A

72.60%

Shares55.0K

Event2026-03-31

Filed2026-04-07

MBB

ISHARES MBS ETF

-4.64%

Shares113.3K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB U.S. BROAD MARKET ETF

-37.27%

Shares415.7K

Event2026-03-31

Filed2026-04-07

AMAT

APPLIED MATLS INC COM

13.06%

Shares29.6K

Event2026-03-31

Filed2026-04-07

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

89.73%

Shares305.4K

Event2026-03-31

Filed2026-04-07

SCHP

SCHWAB US TIPS ETF

106.04%

Shares392.3K

Event2026-03-31

Filed2026-04-07

COCA COLA CO COM

22.46%

Shares136.7K

Event2026-03-31

Filed2026-04-07

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

2.37%

Shares183.2K

Event2026-03-31

Filed2026-04-07

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

33.11%

Shares202.9K

Event2026-03-31

Filed2026-04-07

QCOM

QUALCOMM INC COM

-2.35%

Shares81.1K

Event2026-03-31

Filed2026-04-07

GDX

VANECK GOLD MINERS ETF

-13.53%

Shares106.7K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE COM NEW

11.68%

Shares34.7K

Event2026-03-31

Filed2026-04-07

INTC

INTEL CORP COM

9.89%

Shares207.8K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-0.14%

Shares40.0K

Event2026-03-31

Filed2026-04-07

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

1.70%

Shares194.9K

Event2026-03-31

Filed2026-04-07

EFA

ISHARES MSCI EAFE ETF

-41.20%

Shares99.0K

Event2026-03-31

Filed2026-04-07

PHILIP MORRIS INTL INC COM

9.36%

Shares61.9K

Event2026-03-31

Filed2026-04-07

AT&T INC COM

5.79%

Shares339.7K

Event2026-03-31

Filed2026-04-07

GEV

GE VERNOVA INC COM

19.64%

Shares10.7K

Event2026-03-31

Filed2026-04-07

IMCB

ISHARES MORNINGSTAR MID-CAP ETF

8.44%

Shares114.3K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC COM

15.34%

Shares11.2K

Event2026-03-31

Filed2026-04-07

HON

HONEYWELL INTL INC COM

3.87%

Shares42.0K

Event2026-03-31

Filed2026-04-07

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

-15.68%

Shares94.5K

Event2026-03-31

Filed2026-04-07

TJX

TJX COS INC NEW COM

20.54%

Shares57.8K

Event2026-03-31

Filed2026-04-07

COP

CONOCOPHILLIPS COM

2.22%

Shares71.8K

Event2026-03-31

Filed2026-04-07

LMBS

FIRST TRUST LOW DURATION OPPORTUNITIES ETF

57.18%

Shares184.9K

Event2026-03-31

Filed2026-04-07

DIVB

ISHARES CORE DIVIDEND ETF

-30.01%

Shares170.8K

Event2026-03-31

Filed2026-04-07

VBR

VANGUARD SMALL CAP VALUE ETF

13.71%

Shares42.0K

Event2026-03-31

Filed2026-04-07

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

-37.69%

Shares87.1K

Event2026-03-31

Filed2026-04-07

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

7.06%

Shares103.1K

Event2026-03-31

Filed2026-04-07

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

-5.82%

Shares236.9K

Event2026-03-31

Filed2026-04-07

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-2.77%

Shares195.6K

Event2026-03-31

Filed2026-04-07

BUXX

STRIVE ENHANCED INCOME SHORT MATURITY ETF

279.03%

Shares443.5K

Event2026-03-31

Filed2026-04-07

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

-6.83%

Shares207.6K

Event2026-03-31

Filed2026-04-07

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

240.51%

Shares190.0K

Event2026-03-31

Filed2026-04-07

PULS

PGIM ULTRA SHORT BOND ETF

-3.86%

Shares179.3K

Event2026-03-31

Filed2026-04-07

FSMD

FIDELITY SMALL-MID MULTIFACTOR ETF

0.41%

Shares195.7K

Event2026-03-31

Filed2026-04-07

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

439.86%

Shares167.6K

Event2026-03-31

Filed2026-04-07

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

2.57%

Shares218.2K

Event2026-03-31

Filed2026-04-07

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

34.02%

Shares146.9K

Event2026-03-31

Filed2026-04-07

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

-4.11%

Shares182.3K

Event2026-03-31

Filed2026-04-07

VGUS

VANGUARD ULTRA-SHORT TREASURY ETF

5.62%

Shares111.3K

Event2026-03-31

Filed2026-04-07

GLW

CORNING INC COM

12.48%

Shares58.6K

Event2026-03-31

Filed2026-04-07

SFLR

INNOVATOR EQUITY MANAGED FLOOR ETF

40.66%

Shares232.3K

Event2026-03-31

Filed2026-04-07

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

3.55%

Shares17.5K

Event2026-03-31

Filed2026-04-07

EATON CORP PLC SHS

10.58%

Shares22.3K

Event2026-03-31

Filed2026-04-07

HDV

ISHARES CORE HIGH DIVIDEND ETF

9.72%

Shares60.5K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC COM

19.23%

Shares43.5K

Event2026-03-31

Filed2026-04-07

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-2.23%

Shares87.9K

Event2026-03-31

Filed2026-04-07

GENERAL DYNAMICS CORP COM

2.12%

Shares23.1K

Event2026-03-31

Filed2026-04-07

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

104.41%

Shares85.1K

Event2026-03-31

Filed2026-04-07

MLPX

GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

14912.96%

Shares111.2K

Event2026-03-31

Filed2026-04-07

DUKE ENERGY CORP NEW COM NEW

14.16%

Shares61.5K

Event2026-03-31

Filed2026-04-07

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

73.04%

Shares48.8K

Event2026-03-31

Filed2026-04-07

ESGU

ISHARES ESG AWARE MSCI USA ETF

6.64%

Shares56.2K

Event2026-03-31

Filed2026-04-07

EVSM

EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF

42.13%

Shares159.3K

Event2026-03-31

Filed2026-04-07

IHDG

WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND

3486.99%

Shares162.3K

Event2026-03-31

Filed2026-04-07

GILD

GILEAD SCIENCES INC COM

-0.36%

Shares56.6K

Event2026-03-31

Filed2026-04-07

CAIE

CALAMOS AUTOCALLABLE INCOME ETF

31.72%

Shares317.7K

Event2026-03-31

Filed2026-04-07

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

112.78%

Shares184.3K

Event2026-03-31

Filed2026-04-07

CGIC

CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF

4.92%

Shares234.6K

Event2026-03-31

Filed2026-04-07

DIS

DISNEY WALT CO COM

13.87%

Shares80.3K

Event2026-03-31

Filed2026-04-07

VTWO

VANGUARD RUSSELL 2000 ETF

4.26%

Shares76.3K

Event2026-03-31

Filed2026-04-07

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

-1.27%

Shares76.7K

Event2026-03-31

Filed2026-04-07

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

8.07%

Shares151.3K

Event2026-03-31

Filed2026-04-07

PFE

PFIZER INC COM

19.79%

Shares264.5K

Event2026-03-31

Filed2026-04-07

RSPG

INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF

-9.69%

Shares71.2K

Event2026-03-31

Filed2026-04-07

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

922.12%

Shares122.1K

Event2026-03-31

Filed2026-04-07

BSY

BENTLEY SYS INC COM CL B

1.44%

Shares218.4K

Event2026-03-31

Filed2026-04-07

ABT

ABBOTT LABORATORIES COM

17.16%

Shares72.8K

Event2026-03-31

Filed2026-04-07

DELL

DELL TECHNOLOGIES INC CL C

-10.67%

Shares43.9K

Event2026-03-31

Filed2026-04-07

VANGUARD TOTAL WORLD STOCK ETF

-17.22%

Shares53.1K

Event2026-03-31

Filed2026-04-07

IBIT

ISHARES BITCOIN TRUST ETF

3.57%

Shares191.8K

Event2026-03-31

Filed2026-04-07

THIR

THOR INDEX ROTATION ETF

9.83%

Shares237.3K

Event2026-03-31

Filed2026-04-07

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

51.13%

Shares49.7K

Event2026-03-31

Filed2026-04-07

JUST

GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF

2.37%

Shares78.9K

Event2026-03-31

Filed2026-04-07

KLAC

KLA CORP COM NEW

18.68%

Shares4.8K

Event2026-03-31

Filed2026-04-07

OUNZ

VANECK MERK GOLD ETF

-13.14%

Shares159.3K

Event2026-03-31

Filed2026-04-07

CMF

ISHARES CALIFORNIA MUNI BOND ETF

-2.71%

Shares128.0K

Event2026-03-31

Filed2026-04-07

DEERE & CO COM

7.97%

Shares12.7K

Event2026-03-31

Filed2026-04-07

BALT

INNOVATOR DEFINED WEALTH SHIELD ETF

1.58%

Shares215.1K

Event2026-03-31

Filed2026-04-07

TIP

ISHARES TIPS BOND ETF

19.22%

Shares64.5K

Event2026-03-31

Filed2026-04-07

BMY

BRISTOL-MYERS SQUIBB CO COM

45.55%

Shares113.9K

Event2026-03-31

Filed2026-04-07

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-14.01%

Shares78.9K

Event2026-03-31

Filed2026-04-07

APH

AMPHENOL CORP CL A

-2.97%

Shares54.4K

Event2026-03-31

Filed2026-04-07

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

49.16%

Shares125.1K

Event2026-03-31

Filed2026-04-07

CITIGROUP INC COM NEW

4.68%

Shares60.1K

Event2026-03-31

Filed2026-04-07

CHUBB LTD SWITZ COM

4.93%

Shares21.1K

Event2026-03-31

Filed2026-04-07

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.83%

Shares67.7K

Event2026-03-31

Filed2026-04-07

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

40.25%

Shares306.3K

Event2026-03-31

Filed2026-04-07

ALTRIA GROUP INC COM

-18.76%

Shares104.5K

Event2026-03-31

Filed2026-04-07

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

48.48%

Shares126.3K

Event2026-03-31

Filed2026-04-07

RDVI

FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

69.10%

Shares264.7K

Event2026-03-31

Filed2026-04-07

BLACKSTONE INC COM

21.86%

Shares59.3K

Event2026-03-31

Filed2026-04-07

SCHW

SCHWAB CHARLES CORP COM

15.07%

Shares72.9K

Event2026-03-31

Filed2026-04-07

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

808.83%

Shares142.0K

Event2026-03-31

Filed2026-04-07

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-2.53%

Shares66.9K

Event2026-03-31

Filed2026-04-07

PANW

PALO ALTO NETWORKS INC COM

28.26%

Shares41.0K

Event2026-03-31

Filed2026-04-07

PNC

PNC FINL SVCS GROUP INC COM

84.47%

Shares31.1K

Event2026-03-31

Filed2026-04-07

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

18.82%

Shares78.5K

Event2026-03-31

Filed2026-04-07

CRWD

CROWDSTRIKE HLDGS INC CL A

-2.61%

Shares16.4K

Event2026-03-31

Filed2026-04-07

BANK NEW YORK MELLON CORP COM

7.94%

Shares53.2K

Event2026-03-31

Filed2026-04-07

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

-59.38%

Shares189.0K

Event2026-03-31

Filed2026-04-07

PDI

PIMCO DYNAMIC INCOME FD SHS

314.32%

Shares362.6K

Event2026-03-31

Filed2026-04-07

JMUB

JPMORGAN MUNICIPAL ETF

212.61%

Shares125.9K

Event2026-03-31

Filed2026-04-07

DFGX

DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF

141.78%

Shares119.6K

Event2026-03-31

Filed2026-04-07

AVES

AVANTIS EMERGING MARKETS VALUE ETF

-15.02%

Shares104.6K

Event2026-03-31

Filed2026-04-07

QFLR

INNOVATOR NASDAQ-100 MANAGED FLOOR ETF

11.20%

Shares186.0K

Event2026-03-31

Filed2026-04-07

WDC

WESTERN DIGITAL CORP COM

-10.79%

Shares20.9K

Event2026-03-31

Filed2026-04-07

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

12.77%

Shares116.9K

Event2026-03-31

Filed2026-04-07

UBER

UBER TECHNOLOGIES INC COM

2.49%

Shares86.4K

Event2026-03-31

Filed2026-04-07

FCX

FREEPORT MCMORAN INC CL B

42.31%

Shares100.7K

Event2026-03-31

Filed2026-04-07

SHLD

GLOBAL X DEFENSE TECH ETF

63.66%

Shares83.6K

Event2026-03-31

Filed2026-04-07

SPGI

S&P GLOBAL INC COM

9.60%

Shares14.4K

Event2026-03-31

Filed2026-04-07

WASTE MGMT INC DEL COM

6.18%

Shares26.5K

Event2026-03-31

Filed2026-04-07

VPU

VANGUARD UTILITIES ETF

4.94%

Shares30.5K

Event2026-03-31

Filed2026-04-07

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

103.19%

Shares47.0K

Event2026-03-31

Filed2026-04-07

IWO

ISHARES RUSSELL 2000 GROWTH ETF

334.66%

Shares19.2K

Event2026-03-31

Filed2026-04-07

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

2.49%

Shares126.2K

Event2026-03-31

Filed2026-04-07

UNH

UNITEDHEALTH GROUP INC COM

3.23%

Shares21.8K

Event2026-03-31

Filed2026-04-07

SHOP

SHOPIFY INC CL A SUB VTG SHS

9.44%

Shares50.3K

Event2026-03-31

Filed2026-04-07

USTB

VICTORYSHARES SHORT-TERM BOND ETF

-21.63%

Shares116.9K

Event2026-03-31

Filed2026-04-07

GPIQ

GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF

187.20%

Shares119.0K

Event2026-03-31

Filed2026-04-07

LGOV

FIRST TRUST LONG DURATION OPPORTUNITIES ETF

10.18%

Shares272.5K

Event2026-03-31

Filed2026-04-07

SHW

SHERWIN WILLIAMS CO COM

28.66%

Shares18.0K

Event2026-03-31

Filed2026-04-07

JBND

JPMORGAN ACTIVE BOND ETF

635.97%

Shares109.2K

Event2026-03-31

Filed2026-04-07

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

2.36%

Shares163.4K

Event2026-03-31

Filed2026-04-07

SPUS

SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF

4.16%

Shares120.0K

Event2026-03-31

Filed2026-04-07

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

47.62%

Shares59.7K

Event2026-03-31

Filed2026-04-07

SSPY

STRATIFIED LARGECAP INDEX ETF

-2.72%

Shares65.3K

Event2026-03-31

Filed2026-04-07

FIX

COMFORT SYS USA INC COM

4.76%

Shares4.0K

Event2026-03-31

Filed2026-04-07

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

14.29%

Shares8

Event2026-03-31

Filed2026-04-07

BOEING CO COM

15.32%

Shares27.6K

Event2026-03-31

Filed2026-04-07

SMH

VANECK SEMICONDUCTOR ETF

9.42%

Shares14.5K

Event2026-03-31

Filed2026-04-07

SCHA

SCHWAB U.S. SMALL-CAP ETF

14.70%

Shares193.6K

Event2026-03-31

Filed2026-04-07

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-7.10%

Shares168.7K

Event2026-03-31

Filed2026-04-07

VOE

VANGUARD MID-CAP VALUE ETF

1.76%

Shares30.5K

Event2026-03-31

Filed2026-04-07

SYK

STRYKER CORPORATION COM

15.49%

Shares17.1K

Event2026-03-31

Filed2026-04-07

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

36.04%

Shares13.3K

Event2026-03-31

Filed2026-04-07

PARKER-HANNIFIN CORP COM

15.38%

Shares6.1K

Event2026-03-31

Filed2026-04-07

PWR

QUANTA SVCS INC COM

29.73%

Shares9.9K

Event2026-03-31

Filed2026-04-07

INTU

INTUIT COM

-0.39%

Shares12.9K

Event2026-03-31

Filed2026-04-07

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

56.15%

Shares110.3K

Event2026-03-31

Filed2026-04-07

UPS

UNITED PARCEL SVCS INC CL B

30.11%

Shares55.6K

Event2026-03-31

Filed2026-04-07

LOW

LOWES COS INC COM

9.16%

Shares22.8K

Event2026-03-31

Filed2026-04-07

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

24.11%

Shares185.0K

Event2026-03-31

Filed2026-04-07

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

66.98%

Shares53.4K

Event2026-03-31

Filed2026-04-07

NVS

NOVARTIS AG SPONSORED ADR

0.40%

Shares34.5K

Event2026-03-31

Filed2026-04-07

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

5.88%

Shares48.3K

Event2026-03-31

Filed2026-04-07

ADI

ANALOG DEVICES INC COM

1.52%

Shares16.6K

Event2026-03-31

Filed2026-04-07

UNILEVER PLC SPON ADR NEW

7.98%

Shares94.7K

Event2026-03-31

Filed2026-04-07

SPMO

INVESCO S&P 500 MOMENTUM ETF

-21.13%

Shares46.3K

Event2026-03-31

Filed2026-04-07

USB

US BANCORP COM NEW

18.76%

Shares100.1K

Event2026-03-31

Filed2026-04-07

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

199.60%

Shares176.1K

Event2026-03-31

Filed2026-04-07

LINDE PLC SHS

27.62%

Shares10.6K

Event2026-03-31

Filed2026-04-07

SLV

ISHARES SILVER TRUST

-6.46%

Shares76.3K

Event2026-03-31

Filed2026-04-07

FMDE

FIDELITY ENHANCED MID CAP ETF

72.45%

Shares143.2K

Event2026-03-31

Filed2026-04-07

JSML

JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF

7.87%

Shares73.2K

Event2026-03-31

Filed2026-04-07

MEDTRONIC PLC SHS

-17.23%

Shares59.3K

Event2026-03-31

Filed2026-04-07

UNP

UNION PAC CORP COM

36.70%

Shares20.7K

Event2026-03-31

Filed2026-04-07

PSX

PHILLIPS 66 COM

-7.36%

Shares28.7K

Event2026-03-31

Filed2026-04-07

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

7.17%

Shares152.5K

Event2026-03-31

Filed2026-04-07

AXP

AMERICAN EXPRESS CO COM

7.12%

Shares16.7K

Event2026-03-31

Filed2026-04-07

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

20.51%

Shares106.5K

Event2026-03-31

Filed2026-04-07

APP

APPLOVIN CORP COM CL A

10.64%

Shares12.9K

Event2026-03-31

Filed2026-04-07

DGCB

DIMENSIONAL GLOBAL CREDIT ETF

159.05%

Shares92.0K

Event2026-03-31

Filed2026-04-07

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

-4.91%

Shares65.5K

Event2026-03-31

Filed2026-04-07

EMGF

ISHARES EMERGING MARKETS EQUITY FACTOR ETF

1.61%

Shares81.4K

Event2026-03-31

Filed2026-04-07

BUFR

FT VEST LADDERED BUFFER ETF

1.71%

Shares146.4K

Event2026-03-31

Filed2026-04-07

SCHZ

SCHWAB US AGGREGATE BOND ETF

21.64%

Shares213.9K

Event2026-03-31

Filed2026-04-07

AAAU

GOLDMAN SACHS PHYSICAL GOLD ETF

-3.54%

Shares105.1K

Event2026-03-31

Filed2026-04-07

NOW

SERVICENOW INC COM

9.00%

Shares47.2K

Event2026-03-31

Filed2026-04-07

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

146.51%

Shares106.4K

Event2026-03-31

Filed2026-04-07

APUE

ACTIVEPASSIVE U.S. EQUITY ETF

New

Shares121.5K

Event2026-03-31

Filed2026-04-07

TMO

THERMO FISHER SCIENTIFIC INC COM

3.79%

Shares9.9K

Event2026-03-31

Filed2026-04-07

MORGAN STANLEY COM NEW

-1.70%

Shares29.2K

Event2026-03-31

Filed2026-04-07

IWMI

NEOS RUSSELL 2000 HIGH INCOME ETF

New

Shares102.0K

Event2026-03-31

Filed2026-04-07

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

18.98%

Shares128.1K

Event2026-03-31

Filed2026-04-07

ADP

AUTOMATIC DATA PROCESSING INC COM

26.64%

Shares24.1K

Event2026-03-31

Filed2026-04-07

BLV

VANGUARD LONG-TERM BOND ETF

-9.47%

Shares70.6K

Event2026-03-31

Filed2026-04-07

NSC

NORFOLK SOUTHN CORP COM

9.58%

Shares16.7K

Event2026-03-31

Filed2026-04-07

ISRG

INTUITIVE SURGICAL INC COM NEW

3.47%

Shares10.3K

Event2026-03-31

Filed2026-04-07

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

14.38%

Shares101.0K

Event2026-03-31

Filed2026-04-07

SHEL

SHELL PLC SPON ADS

20.83%

Shares51.6K

Event2026-03-31

Filed2026-04-07

SBUX

STARBUCKS CORP COM

-4.63%

Shares51.7K

Event2026-03-31

Filed2026-04-07

WCMI

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

68.64%

Shares272.6K

Event2026-03-31

Filed2026-04-07

BSVO

EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF

New

Shares181.8K

Event2026-03-31

Filed2026-04-07

TBIL

F/M US TREASURY 3 MONTH BILL FUND

14.97%

Shares92.3K

Event2026-03-31

Filed2026-04-07

JCPB

JPMORGAN CORE PLUS BOND ETF

-0.66%

Shares98.1K

Event2026-03-31

Filed2026-04-07

DEHP

DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF

-19.40%

Shares134.8K

Event2026-03-31

Filed2026-04-07

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

82.09%

Shares131.6K

Event2026-03-31

Filed2026-04-07

WEITZ CORE PLUS BOND ETF

-2.67%

Shares180.5K

Event2026-03-31

Filed2026-04-07

BKNG

BOOKING HOLDINGS INC COM

-2.44%

Shares1.1K

Event2026-03-31

Filed2026-04-07

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

6.89%

Shares125.5K

Event2026-03-31

Filed2026-04-07

LRGF

ISHARES U.S. EQUITY FACTOR ETF

95.99%

Shares67.5K

Event2026-03-31

Filed2026-04-07

VXF

VANGUARD EXTENDED MARKET ETF

2.95%

Shares21.4K

Event2026-03-31

Filed2026-04-07

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares105.9K

Event2026-03-31

Filed2026-04-07

DVY

ISHARES SELECT DIVIDEND ETF

4.22%

Shares29.3K

Event2026-03-31

Filed2026-04-07

PDBA

INVESCO AGRICULTURE COMMODITY STRATEGY NO K-1 ETF

New

Shares122.1K

Event2026-03-31

Filed2026-04-07

FDG

AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF

8.13%

Shares38.3K

Event2026-03-31

Filed2026-04-07

VPLS

VANGUARD CORE PLUS BOND ETF

490.72%

Shares57.0K

Event2026-03-31

Filed2026-04-07

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

6.75%

Shares164.1K

Event2026-03-31

Filed2026-04-07

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

-13.53%

Shares29.5K

Event2026-03-31

Filed2026-04-07

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

38.39%

Shares48.5K

Event2026-03-31

Filed2026-04-07

AIPO

DEFIANCE AI & POWER INFRASTRUCTURE ETF

19.38%

Shares169.8K

Event2026-03-31

Filed2026-04-07

CMI

CUMMINS INC COM

2.64%

Shares7.8K

Event2026-03-31

Filed2026-04-07

ENB

ENBRIDGE INC COM

-7.15%

Shares80.1K

Event2026-03-31

Filed2026-04-07

KNG

FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

-35.96%

Shares87.7K

Event2026-03-31

Filed2026-04-07

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-6.99%

Shares40.1K

Event2026-03-31

Filed2026-04-07

SOXX

ISHARES SEMICONDUCTOR ETF

-18.89%

Shares12.5K

Event2026-03-31

Filed2026-04-07

CEFS

SABA CLOSED END FUNDS ETF

-42.50%

Shares181.8K

Event2026-03-31

Filed2026-04-07

NOC

NORTHROP GRUMMAN CORP COM

5.36%

Shares5.9K

Event2026-03-31

Filed2026-04-07

ACLO

TCW AAA CLO ETF

New

Shares81.7K

Event2026-03-31

Filed2026-04-07

AVUS

AVANTIS U.S. EQUITY ETF

3.12%

Shares36.6K

Event2026-03-31

Filed2026-04-07

BLACKROCK INC COM

5.53%

Shares4.3K

Event2026-03-31

Filed2026-04-07

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

180.69%

Shares164.8K

Event2026-03-31

Filed2026-04-07

AVMV

AVANTIS U.S. MID CAP VALUE ETF

1.62%

Shares55.1K

Event2026-03-31

Filed2026-04-07

GBIL

ACCESS TREASURY 0-1 YEAR ETF

-21.29%

Shares40.8K

Event2026-03-31

Filed2026-04-07

COWZ

PACER US CASH COWS 100 ETF

15.03%

Shares65.4K

Event2026-03-31

Filed2026-04-07

GLIN

VANECK INDIA GROWTH LEADERS ETF

2.23%

Shares98.9K

Event2026-03-31

Filed2026-04-07

FDVV

FIDELITY HIGH DIVIDEND ETF

3.87%

Shares73.4K

Event2026-03-31

Filed2026-04-07

ESGV

VANGUARD ESG U.S. STOCK ETF

1.55%

Shares35.8K

Event2026-03-31

Filed2026-04-07

QQQI

NEOS NASDAQ 100 HIGH INCOME ETF

595.94%

Shares80.7K

Event2026-03-31

Filed2026-04-07

NEM

NEWMONT CORP COM

-10.80%

Shares35.3K

Event2026-03-31

Filed2026-04-07

COLGATE PALMOLIVE CO COM

6.05%

Shares46.9K

Event2026-03-31

Filed2026-04-07

JHMM

JOHN HANCOCK MULTIFACTOR MID CAP ETF

33.07%

Shares59.2K

Event2026-03-31

Filed2026-04-07

VOOV

VANGUARD S&P 500 VALUE ETF

-7.40%

Shares19.5K

Event2026-03-31

Filed2026-04-07

ARISTA NETWORKS INC COM SHS

-3.58%

Shares31.9K

Event2026-03-31

Filed2026-04-07

WFC-PL

WELLS FARGO & CO PERP PFD CNV A

16.40%

Shares3.4K

Event2026-03-31

Filed2026-04-07

VRT

VERTIV HOLDINGS CO COM CL A

119.85%

Shares15.1K

Event2026-03-31

Filed2026-04-07

DUSB

DIMENSIONAL ULTRASHORT FIXED INCOME ETF

48.91%

Shares76.9K

Event2026-03-31

Filed2026-04-07

CEG

CONSTELLATION ENERGY CORP COM

40.83%

Shares13.9K

Event2026-03-31

Filed2026-04-07

RSPH

INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

-4.54%

Shares128.0K

Event2026-03-31

Filed2026-04-07

IWN

ISHARES RUSSELL 2000 VALUE ETF

64.16%

Shares20.3K

Event2026-03-31

Filed2026-04-07

MCK

MCKESSON CORP COM

-4.34%

Shares4.4K

Event2026-03-31

Filed2026-04-07

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.78%

Shares72.6K

Event2026-03-31

Filed2026-04-07

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

1.45%

Shares36.4K

Event2026-03-31

Filed2026-04-07

ADBE

ADOBE INC COM

0.14%

Shares15.9K

Event2026-03-31

Filed2026-04-07

VSLU

APPLIED FINANCE VALUATION LARGE CAP ETF

4.06%

Shares90.0K

Event2026-03-31

Filed2026-04-07

TER

TERADYNE INC COM

37.67%

Shares12.3K

Event2026-03-31

Filed2026-04-07

AEM

AGNICO EAGLE MINES LTD COM

90.83%

Shares18.2K

Event2026-03-31

Filed2026-04-07

BHP

BHP BILLITON LIMITED SPONSORED ADS

18.98%

Shares51.3K

Event2026-03-31

Filed2026-04-07

MPC

MARATHON PETE CORP COM

12.14%

Shares15.8K

Event2026-03-31

Filed2026-04-07

MGK

VANGUARD MEGA CAP GROWTH ETF

29.81%

Shares10.1K

Event2026-03-31

Filed2026-04-07

TMSL

T. ROWE PRICE SMALL-MID CAP ETF

1.48%

Shares101.9K

Event2026-03-31

Filed2026-04-07

VLO

VALERO ENERGY CORP COM

25.92%

Shares15.5K

Event2026-03-31

Filed2026-04-07

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

-14.92%

Shares39.4K

Event2026-03-31

Filed2026-04-07

OKE

ONEOK INC NEW COM

25.26%

Shares42.5K

Event2026-03-31

Filed2026-04-07

TXN

TEXAS INSTRS INC COM

-5.18%

Shares18.9K

Event2026-03-31

Filed2026-04-07

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

New

Shares109.6K

Event2026-03-31

Filed2026-04-07

FTCB

FIRST TRUST CORE INVESTMENT GRADE ETF

164.08%

Shares176.0K

Event2026-03-31

Filed2026-04-07

CAH

CARDINAL HEALTH INC COM

19.59%

Shares17.3K

Event2026-03-31

Filed2026-04-07

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

51.96%

Shares72.6K

Event2026-03-31

Filed2026-04-07

JANT

ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF

929.15%

Shares90.4K

Event2026-03-31

Filed2026-04-07

MFSG

MFS ACTIVE GROWTH ETF

13.95%

Shares140.6K

Event2026-03-31

Filed2026-04-07

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

-26.90%

Shares59.4K

Event2026-03-31

Filed2026-04-07

FLOT

ISHARES FLOATING RATE BOND ETF

5.52%

Shares71.3K

Event2026-03-31

Filed2026-04-07

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

414.05%

Shares37.1K

Event2026-03-31

Filed2026-04-07

EUSA

ISHARES MSCI USA EQUAL WEIGHTED ETF

1.43%

Shares35.2K

Event2026-03-31

Filed2026-04-07

IWR

ISHARES RUSSELL MIDCAP ETF

26.49%

Shares36.7K

Event2026-03-31

Filed2026-04-07

CMCSA

COMCAST CORP NEW CL A

14.62%

Shares127.8K

Event2026-03-31

Filed2026-04-07

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

33.84%

Shares69.3K

Event2026-03-31

Filed2026-04-07

HOLA

JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF

-4.29%

Shares67.8K

Event2026-03-31

Filed2026-04-07

RSPF

INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF

-1.94%

Shares50.1K

Event2026-03-31

Filed2026-04-07

DFIP

DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF

35.41%

Shares85.5K

Event2026-03-31

Filed2026-04-07

SNDK

SANDISK CORP COM

190.40%

Shares5.1K

Event2026-03-31

Filed2026-04-07

DHR

DANAHER CORP DEL COM

30.24%

Shares18.6K

Event2026-03-31

Filed2026-04-07

FTHI

FIRST TRUST BUYWRITE INCOME ETF

8.30%

Shares152.9K

Event2026-03-31

Filed2026-04-07

FELC

FIDELITY ENHANCED LARGE CAP CORE ETF

6.99%

Shares96.3K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-6.07%

Shares37.9K

Event2026-03-31

Filed2026-04-07

MAR

MARRIOTT INTL INC NEW CL A

5.92%

Shares10.5K

Event2026-03-31

Filed2026-04-07

TRANE TECHNOLOGIES PLC SHS

8.96%

Shares8.1K

Event2026-03-31

Filed2026-04-07

CSX

CSX CORP COM

14.36%

Shares84.0K

Event2026-03-31

Filed2026-04-07

PWV

INVESCO LARGE CAP VALUE ETF

14.63%

Shares49.9K

Event2026-03-31

Filed2026-04-07

AFL

AFLAC INC COM

43.25%

Shares31.7K

Event2026-03-31

Filed2026-04-07

XOVR

ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

-14.22%

Shares204.7K

Event2026-03-31

Filed2026-04-07

EATON VANCE INCOME OPPORTUNITIES ETF

New

Shares69.3K

Event2026-03-31

Filed2026-04-07

VNQI

VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF

214.74%

Shares76.4K

Event2026-03-31

Filed2026-04-07

RSPN

INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF

-6.61%

Shares58.9K

Event2026-03-31

Filed2026-04-07

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

59.70%

Shares57.5K

Event2026-03-31

Filed2026-04-07

EMR

EMERSON ELEC CO COM

3.88%

Shares25.8K

Event2026-03-31

Filed2026-04-07

STT

STATE STR CORP COM

-2.73%

Shares26.4K

Event2026-03-31

Filed2026-04-07

NET

CLOUDFLARE INC CL A COM

0.62%

Shares16.5K

Event2026-03-31

Filed2026-04-07

VFLO

VICTORYSHARES FREE CASH FLOW ETF

-3.25%

Shares85.2K

Event2026-03-31

Filed2026-04-07

AEP

AMERICAN ELEC PWR CO INC COM

12.01%

Shares25.6K

Event2026-03-31

Filed2026-04-07

GMUB

GOLDMAN SACHS MUNICIPAL INCOME ETF

8.47%

Shares66.2K

Event2026-03-31

Filed2026-04-07

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

4.59%

Shares13.4K

Event2026-03-31

Filed2026-04-07

ITW

ILLINOIS TOOL WKS INC COM

13.90%

Shares12.9K

Event2026-03-31

Filed2026-04-07

PDP

INVESCO DORSEY WRIGHT MOMENTUM ETF

-10.71%

Shares27.1K

Event2026-03-31

Filed2026-04-07

DTH

WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

18947.81%

Shares61.0K

Event2026-03-31

Filed2026-04-07

IXJ

ISHARES GLOBAL HEALTHCARE ETF

7167.98%

Shares35.2K

Event2026-03-31

Filed2026-04-07

INVESCO S&P 500 LOW VOLATILITY ETF

0.37%

Shares45.3K

Event2026-03-31

Filed2026-04-07

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

3.53%

Shares47.1K

Event2026-03-31

Filed2026-04-07

RISR

FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF

New

Shares90.7K

Event2026-03-31

Filed2026-04-07

AXON

AXON ENTERPRISE INC COM

-6.07%

Shares7.7K

Event2026-03-31

Filed2026-04-07

PJUL

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

-6.54%

Shares70.3K

Event2026-03-31

Filed2026-04-07

TMUS

T-MOBILE US INC COM

26.22%

Shares15.9K

Event2026-03-31

Filed2026-04-07

DOMINION ENERGY INC COM

-1.22%

Shares51.8K

Event2026-03-31

Filed2026-04-07

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

8.28%

Shares66.0K

Event2026-03-31

Filed2026-04-07

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

13.36%

Shares61.6K

Event2026-03-31

Filed2026-04-07

COF

CAPITAL ONE FINL CORP COM

18.60%

Shares17.4K

Event2026-03-31

Filed2026-04-07

EPD

ENTERPRISE PRODS PARTNERS L P COM

-21.20%

Shares85.5K

Event2026-03-31

Filed2026-04-07

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

217.56%

Shares42.9K

Event2026-03-31

Filed2026-04-07

QBUF

INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY

1.92%

Shares108.6K

Event2026-03-31

Filed2026-04-07

NVO

NOVO-NORDISK A S ADR

19.09%

Shares87.1K

Event2026-03-31

Filed2026-04-07

SDY

STATE STREET SPDR S&P DIVIDEND ETF

17.30%

Shares21.7K

Event2026-03-31

Filed2026-04-07

VTES

VANGUARD SHORT-TERM TAX EXEMPT BOND ETF

91.92%

Shares31.3K

Event2026-03-31

Filed2026-04-07

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

1.87%

Shares111.0K

Event2026-03-31

Filed2026-04-07

BILZ

PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND

7.95%

Shares30.7K

Event2026-03-31

Filed2026-04-07

ELV

ELEVANCE HEALTH INC FORMERLY A COM

20.05%

Shares10.3K

Event2026-03-31

Filed2026-04-07

TRV

TRAVELERS COMPANIES INC COM

21.37%

Shares10.5K

Event2026-03-31

Filed2026-04-07

ILCG

ISHARES MORNINGSTAR GROWTH ETF

-60.75%

Shares31.2K

Event2026-03-31

Filed2026-04-07

RSG

REPUBLIC SVCS INC COM

3.80%

Shares13.6K

Event2026-03-31

Filed2026-04-07

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-20.01%

Shares32.4K

Event2026-03-31

Filed2026-04-07

KKR & CO INC COM

10.33%

Shares32.8K

Event2026-03-31

Filed2026-04-07

HWM

HOWMET AEROSPACE INC COM

-3.38%

Shares12.4K

Event2026-03-31

Filed2026-04-07

VFMO

VANGUARD U.S. MOMENTUM FACTOR ETF

1.32%

Shares14.8K

Event2026-03-31

Filed2026-04-07

CGUS

CAPITAL GROUP CORE EQUITY ETF

14.34%

Shares76.2K

Event2026-03-31

Filed2026-04-07

SCCO

SOUTHERN COPPER CORP COM

21.23%

Shares16.5K

Event2026-03-31

Filed2026-04-07

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

48.45%

Shares50.8K

Event2026-03-31

Filed2026-04-07

IUSV

ISHARES CORE S&P US VALUE ETF

2.10%

Shares28.6K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

MICRON TECHNOLOGY INC COM Call CallMICRON TECHNOLOGY INC COM1.7K sharesnew addition2026-03-312026-04-07

REDDIT INC CL A Call CallREDDIT INC CL A1.0K sharesnew addition2026-03-312026-04-07

HIMS & HERS HEALTH INC COM CL A Call CallHIMS & HERS HEALTH INC COM CL A5.6K sharesnew addition2026-03-312026-04-07

STATE STREET SPDR S&P 500 ETF Call CallSTATE STREET SPDR S&P 500 ETF100 sharesnew addition2026-03-312026-04-07

KRANESHARES CSI CHINA INTERNET ETF Call CallKRANESHARES CSI CHINA INTERNET ETF1.0K sharesnew addition2026-03-312026-04-07

HEWLETT PACKARD ENTERPRISE CO COM Call CallHEWLETT PACKARD ENTERPRISE CO COM1.0K shares0.00%2026-03-312026-04-07

BEYOND MEAT INC COM Call CallBEYOND MEAT INC COM28.5K sharesnew addition2026-03-312026-04-07

UNITED STATES COPPER INDEX FUND Call CallUNITED STATES COPPER INDEX FUND500 sharesnew addition2026-03-312026-04-07

QORVO INC COM Call CallQORVO INC COM200 shares-50.00%2026-03-312026-04-07

HIMAX TECHNOLOGIES INC SPONSORED ADR Call CallHIMAX TECHNOLOGIES INC SPONSORED ADR1.2K sharesnew addition2026-03-312026-04-07

CLEANSPARK INC COM NEW Call CallCLEANSPARK INC COM NEW1.0K shares0.00%2026-03-312026-04-07

MICRON TECHNOLOGY INC COM Call

MICRON TECHNOLOGY INC COM

New

Shares1.7K

Event2026-03-31

Filed2026-04-07

REDDIT INC CL A Call

REDDIT INC CL A

New

Shares1.0K

Event2026-03-31

Filed2026-04-07

HIMS & HERS HEALTH INC COM CL A Call

HIMS & HERS HEALTH INC COM CL A

New

Shares5.6K

Event2026-03-31

Filed2026-04-07

STATE STREET SPDR S&P 500 ETF Call

STATE STREET SPDR S&P 500 ETF

New

Shares100

Event2026-03-31

Filed2026-04-07

KRANESHARES CSI CHINA INTERNET ETF Call

KRANESHARES CSI CHINA INTERNET ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-07

HEWLETT PACKARD ENTERPRISE CO COM Call

HEWLETT PACKARD ENTERPRISE CO COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-07

BEYOND MEAT INC COM Call

BEYOND MEAT INC COM

New

Shares28.5K

Event2026-03-31

Filed2026-04-07

UNITED STATES COPPER INDEX FUND Call

UNITED STATES COPPER INDEX FUND

New

Shares500

Event2026-03-31

Filed2026-04-07

QORVO INC COM Call

QORVO INC COM

-50.00%

Shares200

Event2026-03-31

Filed2026-04-07

HIMAX TECHNOLOGIES INC SPONSORED ADR Call

HIMAX TECHNOLOGIES INC SPONSORED ADR

New

Shares1.2K

Event2026-03-31

Filed2026-04-07

CLEANSPARK INC COM NEW Call

CLEANSPARK INC COM NEW

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-07

Put Option Holdings

STATE STREET SPDR S&P 500 ETF Put PutSTATE STREET SPDR S&P 500 ETF10.7K shares-14.40%2026-03-312026-04-07

INVESCO QQQ TRUST SERIES I Put PutINVESCO QQQ TRUST SERIES I3.7K sharesnew addition2026-03-312026-04-07

AMAZON COM INC COM Put PutAMAZON COM INC COM4.0K shares0.00%2026-03-312026-04-07

DOORDASH INC CL A Put PutDOORDASH INC CL A4.0K shares0.00%2026-03-312026-04-07

TESLA INC COM Put PutTESLA INC COM1.3K shares0.00%2026-03-312026-04-07

MICROSOFT CORP COM Put PutMICROSOFT CORP COM1.0K shares-41.18%2026-03-312026-04-07

ACCENTURE PLC IRELAND SHS CLASS A Put PutACCENTURE PLC IRELAND SHS CLASS A1.2K sharesnew addition2026-03-312026-04-07

NEXTERA ENERGY INC COM Put PutNEXTERA ENERGY INC COM2.2K sharesnew addition2026-03-312026-04-07

VENTURE GLOBAL INC COM CL A Put PutVENTURE GLOBAL INC COM CL A10.0K sharesnew addition2026-03-312026-04-07

META PLATFORMS INC CL A Put PutMETA PLATFORMS INC CL A200 sharesnew addition2026-03-312026-04-07

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF Put PutGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF1.0K shares0.00%2026-03-312026-04-07

U.S. GLOBAL JETS ETF Put PutU.S. GLOBAL JETS ETF1.0K sharesnew addition2026-03-312026-04-07

STATE STREET SPDR S&P INSURANCE ETF Put PutSTATE STREET SPDR S&P INSURANCE ETF200 sharesnew addition2026-03-312026-04-07

STATE STREET SPDR S&P 500 ETF Put

STATE STREET SPDR S&P 500 ETF

-14.40%

Shares10.7K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TRUST SERIES I Put

INVESCO QQQ TRUST SERIES I

New

Shares3.7K

Event2026-03-31

Filed2026-04-07

AMAZON COM INC COM Put

AMAZON COM INC COM

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-07

DOORDASH INC CL A Put

DOORDASH INC CL A

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-07

TESLA INC COM Put

TESLA INC COM

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-07

MICROSOFT CORP COM Put

MICROSOFT CORP COM

-41.18%

Shares1.0K

Event2026-03-31

Filed2026-04-07

ACCENTURE PLC IRELAND SHS CLASS A Put

ACCENTURE PLC IRELAND SHS CLASS A

New

Shares1.2K

Event2026-03-31

Filed2026-04-07

NEXTERA ENERGY INC COM Put

NEXTERA ENERGY INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-04-07

VENTURE GLOBAL INC COM CL A Put

VENTURE GLOBAL INC COM CL A

New

Shares10.0K

Event2026-03-31

Filed2026-04-07

META PLATFORMS INC CL A Put

META PLATFORMS INC CL A

New

Shares200

Event2026-03-31

Filed2026-04-07

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF Put

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-07

U.S. GLOBAL JETS ETF Put

U.S. GLOBAL JETS ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-07

STATE STREET SPDR S&P INSURANCE ETF Put

STATE STREET SPDR S&P INSURANCE ETF

New

Shares200

Event2026-03-31

Filed2026-04-07