Sponsored

The Analysis of FDx Advisors, Inc.'s Holdings & P&L

Currently, FDx Advisors, Inc. holds 183 types of securities in its portfolio with a total value $313.2K. In the most recent quarter, they have increased their positions in IDEV (+178.5K shares, valued at $14.9K), IEMG (+194.5K shares, valued at $13.6K), SPYG (+75.3K shares, valued at $7.4K); decreased their positions in IJR (-32.6K shares, valued at $4.1K), BND (-27.0K shares, valued at $2.0K), IVV (-2.1K shares, valued at $1.3K); initiated new positions in IDEV (+178.5K shares, valued at $14.9K), IEMG (+194.5K shares, valued at $13.6K), SPYG (+75.3K shares, valued at $7.4K).

1M P&L

-33.6M-9.56%

3M P&L

-61.0M-16.09%

HY P&L

-47.3M-12.94%

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/A243.1K

83.0%

2Semiconductors7.7K

2.6%

3Software - Infrastructure3.5K

1.2%

Top Industries by Stock Count

1N/A69 stocks

43.7%

2Drug Manufacturers - General7 stocks

4.4%

3Banks - Regional6 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS TOTAL BND MRKT206.7K shares-11.56%2026-03-312026-05-01

IDEV ISHARES TR CORE MSCI INTL178.5K sharesnew addition2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR US TIPS ETF542.1K shares4.32%2026-03-312026-05-01

IEMG ISHARES INC CORE MSCI EMKT194.5K sharesnew addition2026-03-312026-05-01

IWD ISHARES TR RUS 1000 VAL ETF61.5K shares-3.58%2026-03-312026-05-01

IWF ISHARES TR RUS 1000 GRW ETF29.7K shares-2.37%2026-03-312026-05-01

MBB ISHARES TR MBS ETF117.9K shares3.01%2026-03-312026-05-01

AGG ISHARES TR CORE US AGGBD ET83.0K shares-1.37%2026-03-312026-05-01

Sponsored

IVV ISHARES TR CORE S P500 ETF11.9K shares-14.69%2026-03-312026-05-01

SPYG SPDR SERIES TRUST STATE STREET SPD75.3K sharesnew addition2026-03-312026-05-01

IJR ISHARES TR CORE S P SCP ETF49.0K shares-39.96%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS STATE STREET SPD129.3K sharesnew addition2026-03-312026-05-01

SPIB SPDR SERIES TRUST STATE STREET SPD171.1K sharesnew addition2026-03-312026-05-01

MGC VANGUARD WORLD FD MEGA CAP INDEX23.5K shares-5.59%2026-03-312026-05-01

VUG VANGUARD INDEX FDS GROWTH ETF11.6K shares0.74%2026-03-312026-05-01

IWR ISHARES TR RUS MID CAP ETF50.6K shares-2.30%2026-03-312026-05-01

Sponsored

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW54.5K shares-17.23%2026-03-312026-05-01

IEFA ISHARES TR CORE MSCI EAFE52.8K sharesnew addition2026-03-312026-05-01

IGIB ISHARES TR ISHS 5 10YR INVT83.7K shares-3.77%2026-03-312026-05-01

CMDY ISHARES U S ETF TR BLOOMBERG ROLL73.9K sharesnew addition2026-03-312026-05-01

JMBS JANUS DETROIT STR TR HENDERSON MTG96.5K sharesnew addition2026-03-312026-05-01

NVDA NVIDIA CORPORATION COM24.1K sharesnew addition2026-03-312026-05-01

JQUA J P MORGAN EXCHANGE TRADED F US QUALTY FCTR63.2K sharesnew addition2026-03-312026-05-01

SDY SPDR SERIES TRUST STATE STREET SPD24.5K sharesnew addition2026-03-312026-05-01

Sponsored

VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF24.1K shares-2.42%2026-03-312026-05-01

VBR VANGUARD INDEX FDS SM CP VAL ETF15.7K shares-4.63%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS REAL ESTATE ETF38.4K shares-1.87%2026-03-312026-05-01

BCD ABRDN ETFS BBRG ALL COMMDY95.1K shares27.35%2026-03-312026-05-01

KBE SPDR SERIES TRUST STATE STREET SPD56.8K sharesnew addition2026-03-312026-05-01

MSFT MICROSOFT CORP COM8.7K shares-2.90%2026-03-312026-05-01

IPAC ISHARES TR CORE MSCI PAC41.0K sharesnew addition2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF64.5K sharesnew addition2026-03-312026-05-01

Sponsored

VTV VANGUARD INDEX FDS VALUE ETF14.9K shares-2.49%2026-03-312026-05-01

RSPN INVESCO EXCHANGE TRADED FD T S P500 EQL IND47.6K sharesnew addition2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS8.0K shares-1.63%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD51.1K shares-4.69%2026-03-312026-05-01

TLT ISHARES TR 20 YR TR BD ETF28.3K shares-10.59%2026-03-312026-05-01

AAPL APPLE INC COM8.8K shares-4.49%2026-03-312026-05-01

SPTL SPDR SERIES TRUST STATE STREET SPD83.2K sharesnew addition2026-03-312026-05-01

VB VANGUARD INDEX FDS SMALL CP ETF8.0K shares0.83%2026-03-312026-05-01

Sponsored

BLV VANGUARD BD INDEX FDS LONG TERM BOND28.0K shares-3.94%2026-03-312026-05-01

AMZN AMAZON COM INC COM9.1K shares-3.38%2026-03-312026-05-01

VLUE ISHARES TR MSCI USA VALUE13.1K sharesnew addition2026-03-312026-05-01

IHF ISHARES TR US HLTHCR PR ETF43.7K shares-6.99%2026-03-312026-05-01

META META PLATFORMS INC CL A3.0K sharesnew addition2026-03-312026-05-01

EFA ISHARES TR MSCI EAFE ETF16.8K shares3.06%2026-03-312026-05-01

PSK SPDR SERIES TRUST STATE STREET SPD52.0K sharesnew addition2026-03-312026-05-01

SCZ ISHARES TR EAFE SML CP ETF19.9K shares1.75%2026-03-312026-05-01

Sponsored

DWX SPDR INDEX SHS FDS STATE STREET SPD33.9K sharesnew addition2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR INTL EQTY ETF60.4K shares-2.40%2026-03-312026-05-01

BROADCOM INC COM BROADCOM INC COM4.8K sharesnew addition2026-03-312026-05-01

GRID FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE8.0K sharesnew addition2026-03-312026-05-01

EEMA ISHARES INC MSCI EM ASIA ETF13.6K shares-9.42%2026-03-312026-05-01

VO VANGUARD INDEX FDS MID CAP ETF4.3K shares7.83%2026-03-312026-05-01

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C4.2K sharesnew addition2026-03-312026-05-01

SE SEA LTD SPONSORD ADS14.4K sharesnew addition2026-03-312026-05-01

Sponsored

PM PHILIP MORRIS INTL INC COM7.1K shares-5.28%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS STRM INFPROIDX23.4K shares-0.75%2026-03-312026-05-01

FLBL FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF50.6K sharesnew addition2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR STATE STREET CON10.5K sharesnew addition2026-03-312026-05-01

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A3.6K sharesnew addition2026-03-312026-05-01

ASML ASML HLDG NV N Y REGISTRY SHS773 sharesnew addition2026-03-312026-05-01

IWM ISHARES TR RUSSELL 2000 ETF3.8K shares-3.23%2026-03-312026-05-01

IEF ISHARES TR 7 10 YR TRSY BD9.4K shares-6.67%2026-03-312026-05-01

Sponsored

ASTRAZENECA PLC ORD ADDED ASTRAZENECA PLC ORD ADDED4.6K sharesnew addition2026-03-312026-05-01

NBIS NEBIUS GROUP N V SHS CLASS A8.6K sharesnew addition2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL ORD SHS SEAGATE TECHNOLOGY HLDNGS PL ORD SHS2.2K sharesnew addition2026-03-312026-05-01

IGSB ISHARES TR ISHS 1 5YR INVS16.0K shares-12.49%2026-03-312026-05-01

MEDTRONIC PLC SHS MEDTRONIC PLC SHS9.5K sharesnew addition2026-03-312026-05-01

TSLA TESLA INC COM2.1K sharesnew addition2026-03-312026-05-01

EMB ISHARES TR JPMORGAN USD EMG7.9K shares-11.47%2026-03-312026-05-01

CVX CHEVRON CORPORATION COM3.6K shares6.53%2026-03-312026-05-01

Sponsored

JPM JPMORGAN CHASE CO COM2.4K sharesnew addition2026-03-312026-05-01

LINDE PLC SHS LINDE PLC SHS1.4K sharesnew addition2026-03-312026-05-01

VOE VANGUARD INDEX FDS MCAP VL IDXVIP3.8K shares0.46%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC SPONSORED ADR11.8K shares124.07%2026-03-312026-05-01

WDC WESTERN DIGITAL CORP COM2.5K shares-16.21%2026-03-312026-05-01

CSCO CISCO SYS INC COM8.6K sharesnew addition2026-03-312026-05-01

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW2.8K sharesnew addition2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD8.1K sharesnew addition2026-03-312026-05-01

Sponsored

NVS NOVARTIS AG SPONSORED ADR4.2K sharesnew addition2026-03-312026-05-01

IGLB ISHARES TR 10 YR INVST GRD12.1K shares-12.42%2026-03-312026-05-01

JNJ JOHNSON JOHNSON COM2.4K shares-31.41%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM7.2K sharesnew addition2026-03-312026-05-01

XOM EXXON MOBIL CORP COM3.3K sharesnew addition2026-03-312026-05-01

ACGL ARCH CAP GROUP LTD ORD5.8K sharesnew addition2026-03-312026-05-01

PEP PEPSICO INC COM3.5K shares79.10%2026-03-312026-05-01

SHOP SHOPIFY INC CL A SUB VTG SHS4.6K sharesnew addition2026-03-312026-05-01

Sponsored

V VISA INC COM CL A1.8K sharesnew addition2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A SHS1.1K sharesnew addition2026-03-312026-05-01

VRT VERTIV HOLDINGS CO COM CL A2.1K sharesnew addition2026-03-312026-05-01

TOTALENERGIES SE ACT TOTALENERGIES SE ACT5.7K sharesnew addition2026-03-312026-05-01

APP APPLOVIN CORP COM CL A1.3K sharesnew addition2026-03-312026-05-01

RWO SPDR INDEX SHS FDS STATE STREET SPD10.9K sharesnew addition2026-03-312026-05-01

VOT VANGUARD INDEX FDS MCAP GR IDXVIP1.9K shares-0.41%2026-03-312026-05-01

BAC BANK AMERICA CORP COM10.2K shares-0.28%2026-03-312026-05-01

Sponsored

CNQ CANADIAN NAT RES LTD MED TER COM10.1K shares-2.49%2026-03-312026-05-01

AMT AMERICAN TOWER CORP COM2.8K sharesnew addition2026-03-312026-05-01

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS15.6K sharesnew addition2026-03-312026-05-01

UBS UBS GROUP AG SHS12.0K sharesnew addition2026-03-312026-05-01

TLN TALEN ENERGY CORP COM1.5K sharesnew addition2026-03-312026-05-01

ENB ENBRIDGE INC COM8.6K sharesnew addition2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR US AGGREGATE B19.6K shares0.23%2026-03-312026-05-01

T AT T INC COM15.4K sharesnew addition2026-03-312026-05-01

Sponsored

NU NU HLDGS LTD ORD SHS CL A30.6K sharesnew addition2026-03-312026-05-01

ABBV ABBVIE INC COM2.0K sharesnew addition2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP COM3.5K shares-12.25%2026-03-312026-05-01

HDEF DBX ETF TR XTRACK MSCI EAFE12.5K shares-0.84%2026-03-312026-05-01

CME CME GROUP INC COM1.3K sharesnew addition2026-03-312026-05-01

SAP SAP SE SPON ADR2.3K shares-30.25%2026-03-312026-05-01

IBN ICICI BANK LIMITED ADR14.9K sharesnew addition2026-03-312026-05-01

USB US BANCORP COM NEW7.3K shares0.87%2026-03-312026-05-01

Sponsored

PNC PNC FINL SVCS GROUP INC COM1.8K shares0.33%2026-03-312026-05-01

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.7K shares-27.14%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION SHS2.8K sharesnew addition2026-03-312026-05-01

QXO QXO INC COM NEW19.0K sharesnew addition2026-03-312026-05-01

PAYX PAYCHEX INC COM4.0K sharesnew addition2026-03-312026-05-01

TJX TJX COS INC NEW COM2.3K shares-0.82%2026-03-312026-05-01

PFE PFIZER INC COM12.5K shares-1.36%2026-03-312026-05-01

NFLX NETFLIX INC COM3.6K sharesnew addition2026-03-312026-05-01

Sponsored

HYLB DBX ETF TR XTRACK USD HIGH9.5K shares-3.33%2026-03-312026-05-01

SNY SANOFI SA SPONSORED ADR7.1K sharesnew addition2026-03-312026-05-01

LYG LLOYDS BANKING GROUP PLC SPONSORED ADR66.4K sharesnew addition2026-03-312026-05-01

TFC TRUIST FINL CORP COM7.1K sharesnew addition2026-03-312026-05-01

MERCK CO INC COM MERCK CO INC COM2.7K sharesnew addition2026-03-312026-05-01

SCHJ SCHWAB STRATEGIC TR 1 5YR CORP BD13.1K shares1.28%2026-03-312026-05-01

LLY ELI LILLY CO COM350 shares-6.17%2026-03-312026-05-01

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW2.4K sharesnew addition2026-03-312026-05-01

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM920 shares-0.22%2026-03-312026-05-01

CB CHUBB LTD SWITZ COM970 sharesnew addition2026-03-312026-05-01

KMB KIMBERLY CLARK CORP COM3.2K shares16.49%2026-03-312026-05-01

FE FIRSTENERGY CORP COM6.1K shares30.23%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC COM6.2K sharesnew addition2026-03-312026-05-01

PLD PROLOGIS INC COM2.3K sharesnew addition2026-03-312026-05-01

ADI ANALOG DEVICES INC COM954 shares-50.13%2026-03-312026-05-01

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.6K sharesnew addition2026-03-312026-05-01

Sponsored

WCN WASTE CONNECTIONS INC COM1.9K sharesnew addition2026-03-312026-05-01

AON PLC SHS CL A AON PLC SHS CL A935 sharesnew addition2026-03-312026-05-01

IWP ISHARES TR RUS MD CP GR ETF2.3K shares-2.75%2026-03-312026-05-01

SYY SYSCO CORP COM4.0K shares-0.54%2026-03-312026-05-01

NTRA NATERA INC COM1.4K shares-18.58%2026-03-312026-05-01

EEM ISHARES TR MSCI EMG MKT ETF5.1K shares-1.96%2026-03-312026-05-01

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW5.0K shares23.25%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC COM1.1K sharesnew addition2026-03-312026-05-01

Sponsored

JSI JANUS DETROIT STR TR HENDERSON SECURI5.5K sharesnew addition2026-03-312026-05-01

PPL PPL CORP COM7.2K sharesnew addition2026-03-312026-05-01

AXP AMERICAN EXPRESS CO COM886 shares-1.12%2026-03-312026-05-01

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.3K sharesnew addition2026-03-312026-05-01

WMT WALMART INC COM2.1K sharesnew addition2026-03-312026-05-01

MO ALTRIA GROUP INC COM4.0K sharesnew addition2026-03-312026-05-01

GPC GENUINE PARTS CO COM2.4K shares5.71%2026-03-312026-05-01

CRH PLC ORD CRH PLC ORD2.4K sharesnew addition2026-03-312026-05-01

Sponsored

SLB SLB LIMITED COM STK4.9K shares-11.13%2026-03-312026-05-01

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.2K shares-4.44%2026-03-312026-05-01

MS MORGAN STANLEY COM NEW1.5K shares-2.23%2026-03-312026-05-01

NXPI NXP SEMICONDUCTORS N V COM1.2K sharesnew addition2026-03-312026-05-01

IWS ISHARES TR RUS MDCP VAL ETF1.7K shares2.74%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF4.5K shares1.74%2026-03-312026-05-01

SO SOUTHERN CO COM2.5K shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC COM271 sharesnew addition2026-03-312026-05-01

Sponsored

ALAB ASTERA LABS INC COM2.1K sharesnew addition2026-03-312026-05-01

ORCL ORACLE CORP COM1.6K sharesnew addition2026-03-312026-05-01

TPR TAPESTRY INC COM1.6K shares-22.03%2026-03-312026-05-01

NATIONAL GRID PLC SPONSORED ADR NE NATIONAL GRID PLC SPONSORED ADR NE2.7K shares-33.18%2026-03-312026-05-01

AMCOR PLC COM NEW ADDED AMCOR PLC COM NEW ADDED5.8K sharesnew addition2026-03-312026-05-01

HWM HOWMET AEROSPACE INC COM997 shares-4.50%2026-03-312026-05-01

NOW SERVICENOW INC COM2.2K sharesnew addition2026-03-312026-05-01

FANG DIAMONDBACK ENERGY INC COM1.2K sharesnew addition2026-03-312026-05-01

Sponsored

ARMK ARAMARK COM5.5K sharesnew addition2026-03-312026-05-01

ALL ALLSTATE CORP COM1.1K shares-1.29%2026-03-312026-05-01

IQV IQVIA HLDGS INC COM1.3K sharesnew addition2026-03-312026-05-01

TRP TC ENERGY CORP COM3.5K sharesnew addition2026-03-312026-05-01

HEI HEICO CORP NEW COM791 shares-10.22%2026-03-312026-05-01

COP CONOCOPHILLIPS COM1.6K sharesnew addition2026-03-312026-05-01

CAH CARDINAL HEALTH INC COM999 sharesnew addition2026-03-312026-05-01

USHY ISHARES TR BROAD USD HIGH5.7K sharesnew addition2026-03-312026-05-01

Sponsored

SPGI S P GLOBAL INC COM491 sharesnew addition2026-03-312026-05-01

GILD GILEAD SCIENCES INC COM1.5K shares-36.27%2026-03-312026-05-01

GFL GFL ENVIRONMENTAL INC SUB VTG SHS4.9K sharesnew addition2026-03-312026-05-01

STERIS PLC SHS USD STERIS PLC SHS USD907 sharesnew addition2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS SHORT TRM BOND2.6K shares0.27%2026-03-312026-05-01

PFFD GLOBAL X FDS US PFD ETF10.2K sharesnew addition2026-03-312026-05-01

RKT ROCKET COS INC COM CL A13.1K sharesnew addition2026-03-312026-05-01

BND

VANGUARD BD INDEX FDS TOTAL BND MRKT

-11.56%

Shares206.7K

Event2026-03-31

Filed2026-05-01

IDEV

ISHARES TR CORE MSCI INTL

New

Shares178.5K

Event2026-03-31

Filed2026-05-01

SCHP

SCHWAB STRATEGIC TR US TIPS ETF

4.32%

Shares542.1K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC CORE MSCI EMKT

New

Shares194.5K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR RUS 1000 VAL ETF

-3.58%

Shares61.5K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR RUS 1000 GRW ETF

-2.37%

Shares29.7K

Event2026-03-31

Filed2026-05-01

MBB

ISHARES TR MBS ETF

3.01%

Shares117.9K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR CORE US AGGBD ET

-1.37%

Shares83.0K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR CORE S P500 ETF

-14.69%

Shares11.9K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST STATE STREET SPD

New

Shares75.3K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR CORE S P SCP ETF

-39.96%

Shares49.0K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS STATE STREET SPD

New

Shares129.3K

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST STATE STREET SPD

New

Shares171.1K

Event2026-03-31

Filed2026-05-01

MGC

VANGUARD WORLD FD MEGA CAP INDEX

-5.59%

Shares23.5K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS GROWTH ETF

0.74%

Shares11.6K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR RUS MID CAP ETF

-2.30%

Shares50.6K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR ISHARES NEW

-17.23%

Shares54.5K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR CORE MSCI EAFE

New

Shares52.8K

Event2026-03-31

Filed2026-05-01

IGIB

ISHARES TR ISHS 5 10YR INVT

-3.77%

Shares83.7K

Event2026-03-31

Filed2026-05-01

CMDY

ISHARES U S ETF TR BLOOMBERG ROLL

New

Shares73.9K

Event2026-03-31

Filed2026-05-01

JMBS

JANUS DETROIT STR TR HENDERSON MTG

New

Shares96.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION COM

New

Shares24.1K

Event2026-03-31

Filed2026-05-01

JQUA

J P MORGAN EXCHANGE TRADED F US QUALTY FCTR

New

Shares63.2K

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST STATE STREET SPD

New

Shares24.5K

Event2026-03-31

Filed2026-05-01

VSS

VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF

-2.42%

Shares24.1K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS SM CP VAL ETF

-4.63%

Shares15.7K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

-1.87%

Shares38.4K

Event2026-03-31

Filed2026-05-01

BCD

ABRDN ETFS BBRG ALL COMMDY

27.35%

Shares95.1K

Event2026-03-31

Filed2026-05-01

KBE

SPDR SERIES TRUST STATE STREET SPD

New

Shares56.8K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP COM

-2.90%

Shares8.7K

Event2026-03-31

Filed2026-05-01

IPAC

ISHARES TR CORE MSCI PAC

New

Shares41.0K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF

New

Shares64.5K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS VALUE ETF

-2.49%

Shares14.9K

Event2026-03-31

Filed2026-05-01

RSPN

INVESCO EXCHANGE TRADED FD T S P500 EQL IND

New

Shares47.6K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

-1.63%

Shares8.0K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS TAX EXEMPT BD

-4.69%

Shares51.1K

Event2026-03-31

Filed2026-05-01

TLT

ISHARES TR 20 YR TR BD ETF

-10.59%

Shares28.3K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC COM

-4.49%

Shares8.8K

Event2026-03-31

Filed2026-05-01

SPTL

SPDR SERIES TRUST STATE STREET SPD

New

Shares83.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS SMALL CP ETF

0.83%

Shares8.0K

Event2026-03-31

Filed2026-05-01

BLV

VANGUARD BD INDEX FDS LONG TERM BOND

-3.94%

Shares28.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC COM

-3.38%

Shares9.1K

Event2026-03-31

Filed2026-05-01

VLUE

ISHARES TR MSCI USA VALUE

New

Shares13.1K

Event2026-03-31

Filed2026-05-01

IHF

ISHARES TR US HLTHCR PR ETF

-6.99%

Shares43.7K

Event2026-03-31

Filed2026-05-01