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

Currently, Fermata Advisors, LLC holds 232 types of securities in its portfolio with a total value $444.1M. In the most recent quarter, they have increased their positions in RSST (+80.0K shares, valued at $2.3M), VEU (+29.6K shares, valued at $2.2M), GDE (+34.6K shares, valued at $2.2M); decreased their positions in N/A (-10.6K shares, valued at $930.6K), ENDW (-25.7K shares, valued at $817.8K), DFAI (-20.5K shares, valued at $798.9K); initiated new positions in MINT (+8.0K shares, valued at $807.1K), RTX (+3.6K shares, valued at $701.1K), BTGD (+24.6K shares, valued at $673.2K).

1M P&L

-2.7M-0.63%

3M P&L

+1.6M+0.37%

HY P&L

+6.5M+1.52%

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/A356.4M

86.1%

2Consumer Electronics15.6M

3.8%

3Semiconductors8.0M

1.9%

Top Industries by Stock Count

1N/A157 stocks

73.0%

2Semiconductors4 stocks

1.9%

3Banks - Diversified3 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC61.4K shares10.87%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F243.8K shares5.69%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST327.3K shares-5.90%2026-03-312026-04-08

MOAT VANECK ETF TRUST124.2K shares-0.66%2026-03-312026-04-08

MFSB MFS ACTIVE EXCHANGE TRADED F474.2K shares1.44%2026-03-312026-04-08

COWZ PACER FDS TR185.3K shares2.29%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE233.5K shares7.39%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS14.1K shares-6.82%2026-03-312026-04-08

Sponsored

TLT ISHARES TR93.3K shares8.40%2026-03-312026-04-08

SYLD CAMBRIA ETF TR101.1K shares-0.94%2026-03-312026-04-08

LTPZ PIMCO ETF TR146.0K shares8.79%2026-03-312026-04-08

ROUS LATTICE STRATEGIES TR124.6K shares0.89%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR12.6K shares13.74%2026-03-312026-04-08

NVDA NVIDIA CORPORATION38.7K shares17.35%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS110.4K shares-5.39%2026-03-312026-04-08

FYLD CAMBRIA ETF TR174.8K shares-2.29%2026-03-312026-04-08

Sponsored

ISHARES GOLD TR ISHARES GOLD TR71.8K shares-12.82%2026-03-312026-04-08

NTSX WISDOMTREE TR119.5K shares-3.45%2026-03-312026-04-08

EDV VANGUARD WORLD FD95.4K shares6.69%2026-03-312026-04-08

GUNR FLEXSHARES TR109.1K shares-2.20%2026-03-312026-04-08

MUNI PIMCO ETF TR114.7K shares-1.20%2026-03-312026-04-08

ENDW EA SERIES TRUST182.2K shares-12.35%2026-03-312026-04-08

DBMF LITMAN GREGORY FDS TR186.7K shares4.21%2026-03-312026-04-08

BUFP PGIM ROCK ETF TR189.1K shares0.95%2026-03-312026-04-08

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TIP ISHARES TR46.6K shares5.22%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR168.9K shares-7.04%2026-03-312026-04-08

GDE WISDOMTREE TR77.5K shares80.76%2026-03-312026-04-08

TXUE THORNBURG ETF TR151.2K shares13.83%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST136.3K shares-2.40%2026-03-312026-04-08

DSTL ETF SER SOLUTIONS80.5K shares-0.29%2026-03-312026-04-08

RPAR TIDAL TRUST I207.7K shares2.81%2026-03-312026-04-08

DGRW WISDOMTREE TR50.6K shares-11.02%2026-03-312026-04-08

Sponsored

RSST TIDAL TRUST II156.9K shares104.10%2026-03-312026-04-08

TRTY CAMBRIA ETF TR147.7K shares3.90%2026-03-312026-04-08

GLD SPDR GOLD TR9.9K shares0.58%2026-03-312026-04-08

FNDE SCHWAB STRATEGIC TR105.1K shares-1.87%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F50.7K shares140.05%2026-03-312026-04-08

AVGE AMERICAN CENTY ETF TR43.1K shares6.17%2026-03-312026-04-08

RECS COLUMBIA ETF TR I95.8K shares1.15%2026-03-312026-04-08

RSSB TIDAL TRUST II136.6K shares101.80%2026-03-312026-04-08

Sponsored

GCOW PACER FDS TR78.1K shares-11.88%2026-03-312026-04-08

PULS PGIM ETF TR72.7K shares1.39%2026-03-312026-04-08

MBB ISHARES TR36.1K shares-9.80%2026-03-312026-04-08

DGRO ISHARES TR46.9K shares-4.51%2026-03-312026-04-08

XSVM INVESCO EXCHANGE TRADED FD T52.0K shares-6.17%2026-03-312026-04-08

MSFT MICROSOFT CORP8.4K shares31.14%2026-03-312026-04-08

EYLD CAMBRIA ETF TR74.0K shares-1.71%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F59.3K shares51.51%2026-03-312026-04-08

Sponsored

SHV ISHARES TR25.9K shares47.87%2026-03-312026-04-08

JGRO J P MORGAN EXCHANGE TRADED F32.8K shares31.05%2026-03-312026-04-08

USFR WISDOMTREE TR54.2K shares44.56%2026-03-312026-04-08

IGEB ISHARES TR59.6K shares-11.87%2026-03-312026-04-08

PJFG PGIM ETF TR26.0K shares-5.45%2026-03-312026-04-08

CVX CHEVRON CORPORATION12.2K shares9.37%2026-03-312026-04-08

VTV VANGUARD INDEX FDS12.8K shares0.98%2026-03-312026-04-08

SCHR SCHWAB STRATEGIC TR100.4K shares-6.07%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC11.9K shares18.17%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR79.1K shares-2.93%2026-03-312026-04-08

NTSI WISDOMTREE TR53.2K shares-3.32%2026-03-312026-04-08

GDMN WISDOMTREE TR21.5K shares-14.03%2026-03-312026-04-08

EELV INVESCO EXCH TRADED FD TR II76.7K shares-8.51%2026-03-312026-04-08

SMTH ALPS ETF TR82.4K shares-0.25%2026-03-312026-04-08

ELS EQUITY LIFESTYLE PROPERTIES34.0K shares0.06%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS32.9K shares0.50%2026-03-312026-04-08

Sponsored

SPAB SPDR SERIES TRUST80.1K shares-0.36%2026-03-312026-04-08

STIP ISHARES TR19.1K shares13.89%2026-03-312026-04-08

JMEE J P MORGAN EXCHANGE TRADED F29.1K shares26.13%2026-03-312026-04-08

SPYM SPDR SERIES TRUST23.6K shares3.42%2026-03-312026-04-08

MTUM ISHARES TR7.4K shares-1.66%2026-03-312026-04-08

VTI VANGUARD INDEX FDS5.5K shares-23.14%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF43.1K shares-7.87%2026-03-312026-04-08

TLH ISHARES TR16.5K shares3.48%2026-03-312026-04-08

Sponsored

SCHQ SCHWAB STRATEGIC TR52.6K shares0.50%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR31.3K shares-25.26%2026-03-312026-04-08

XOM EXXON MOBIL CORP9.2K shares24.86%2026-03-312026-04-08

FTHI FIRST TR EXCHANGE TRADED FD67.3K shares70.84%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares18.48%2026-03-312026-04-08

GBIL GOLDMAN SACHS ETF TR15.0K shares166.16%2026-03-312026-04-08

FTCS FIRST TR EXCHANGE-TRADED FD16.1K shares-20.73%2026-03-312026-04-08

ALLW SSGA ACTIVE TR51.5K shares17.78%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC4.9K shares38.10%2026-03-312026-04-08

ROAM LATTICE STRATEGIES TR45.6K shares20.47%2026-03-312026-04-08

MLPX GLOBAL X FDS18.2K shares4.19%2026-03-312026-04-08

CTA SIMPLIFY EXCHANGE TRADED FUN44.3K shares7.25%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR21.7K shares-2.41%2026-03-312026-04-08

VO VANGUARD INDEX FDS4.6K shares3.33%2026-03-312026-04-08

TSLA TESLA INC3.6K shares21.60%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON5.3K shares40.40%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC4.5K shares24.97%2026-03-312026-04-08

META META PLATFORMS INC2.2K shares44.54%2026-03-312026-04-08

GQRE FLEXSHARES TR20.8K shares-0.76%2026-03-312026-04-08

WMT WALMART INC9.4K shares128.61%2026-03-312026-04-08

PG PROCTER & GAMBLE CO7.8K shares125.79%2026-03-312026-04-08

RODM LATTICE STRATEGIES TR28.0K shares-5.90%2026-03-312026-04-08

IDOG ALPS ETF TR26.2K shares-0.48%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO3.7K shares217.31%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION1.0K shares7.71%2026-03-312026-04-08

SPHY SPDR SERIES TRUST43.2K shares-0.38%2026-03-312026-04-08

FMF FIRST TR EXCHANGE-TRADED FD19.2K shares3.18%2026-03-312026-04-08

AGG ISHARES TR9.7K shares-19.19%2026-03-312026-04-08

VBR VANGUARD INDEX FDS4.3K shares-10.95%2026-03-312026-04-08

XME SPDR SERIES TRUST8.5K shares3.01%2026-03-312026-04-08

HFND TIDAL TRUST I36.7K shares4.68%2026-03-312026-04-08

IWM ISHARES TR3.4K shares-15.10%2026-03-312026-04-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.3K shares15.75%2026-03-312026-04-08

RSBT TIDAL TRUST II44.6K shares24.05%2026-03-312026-04-08

KMLM KRANESHARES TRUST29.3K shares7.79%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F6.0K shares-0.93%2026-03-312026-04-08

BROADCOM INC BROADCOM INC2.6K shares105.59%2026-03-312026-04-08

JEPQ J P MORGAN EXCHANGE TRADED F14.7K shares4.92%2026-03-312026-04-08

MINT PIMCO ETF TR8.0K sharesnew addition2026-03-312026-04-08

IEFA ISHARES TR8.8K shares-2.43%2026-03-312026-04-08

Sponsored

RLY SSGA ACTIVE ETF TR21.9K shares16.21%2026-03-312026-04-08

IWR ISHARES TR8.0K shares-0.08%2026-03-312026-04-08

BOXX EA SERIES TRUST6.6K shares3.25%2026-03-312026-04-08

IVV ISHARES TR1.1K shares-16.06%2026-03-312026-04-08

IXUS ISHARES TR8.1K shares-0.39%2026-03-312026-04-08

MLPA GLOBAL X FDS13.1K shares-8.18%2026-03-312026-04-08

RTX RTX CORPORATION3.6K sharesnew addition2026-03-312026-04-08

GNR SPDR INDEX SHS FDS9.3K shares-14.46%2026-03-312026-04-08

Sponsored

BTGD TIDAL TRUST II24.6K sharesnew addition2026-03-312026-04-08

WFC WELLS FARGO & CO8.4K shares3.44%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF17.3K shares-45.79%2026-03-312026-04-08

RFFC ALPS ETF TR9.9K shares-0.37%2026-03-312026-04-08

FRDM EA SERIES TRUST11.8K shares21.05%2026-03-312026-04-08

EFV ISHARES TR8.5K shares26.95%2026-03-312026-04-08

SPTL SPDR SERIES TRUST23.9K shares4.79%2026-03-312026-04-08

V VISA INC2.1K shares9.15%2026-03-312026-04-08

Sponsored

VUG VANGUARD INDEX FDS1.4K shares1.52%2026-03-312026-04-08

IWB ISHARES TR1.7K shares-0.12%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR20.8K shares1.90%2026-03-312026-04-08

LINDE PLC LINDE PLC1.2K sharesnew addition2026-03-312026-04-08

AGNC AGNC INVT CORP55.5K shares2.34%2026-03-312026-04-08

FMDE FIDELITY COVINGTON TRUST15.5K shares-10.39%2026-03-312026-04-08

IWF ISHARES TR1.3K shares2.13%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC1.6K shares66.70%2026-03-312026-04-08

Sponsored

PM PHILIP MORRIS INTL INC3.2K sharesnew addition2026-03-312026-04-08

ET ENERGY TRANSFER L P27.7K shares53.34%2026-03-312026-04-08

USCF ETF TR USCF ETF TR14.3K shares3.02%2026-03-312026-04-08

XSOE WISDOMTREE TR12.7K shares-19.05%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L13.0K shares6.00%2026-03-312026-04-08

VONG VANGUARD SCOTTSDALE FDS4.5K shares0.09%2026-03-312026-04-08

QUAL ISHARES TR2.5K shares5.09%2026-03-312026-04-08

SEMI COLUMBIA ETF TR I16.4K shares-49.59%2026-03-312026-04-08

Sponsored

VGT VANGUARD WORLD FD671 shares0.15%2026-03-312026-04-08

BAC BANK AMERICA CORP9.5K shares53.14%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR19.3K shares18.91%2026-03-312026-04-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN20.9K shares11.57%2026-03-312026-04-08

IUS INVESCO EXCH TRD SLF IDX FD7.3K shares4.77%2026-03-312026-04-08

IMCG ISHARES TR5.4K shares-2.15%2026-03-312026-04-08

LMND LEMONADE INC6.7K shares0.04%2026-03-312026-04-08

IJH ISHARES TR6.2K shares-0.19%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC2.0K shares24.27%2026-03-312026-04-08

HTRB HARTFORD FDS EXCHANGE TRADED12.3K shares12.23%2026-03-312026-04-08

CEF SPROTT ASSET MANAGEMENT LP8.7K shares-17.71%2026-03-312026-04-08

ENFR ALPS ETF TR10.7K shares-0.36%2026-03-312026-04-08

NVO NOVO-NORDISK A S11.0K shares21.40%2026-03-312026-04-08

ONEV SPDR SERIES TRUST3.0K shares-3.09%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD8.3K shares0.29%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC7.8K shares47.17%2026-03-312026-04-08

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI11.5K shares0.43%2026-03-312026-04-08

EFG ISHARES TR3.3K shares-7.70%2026-03-312026-04-08

LLY ELI LILLY & CO392 shares53.13%2026-03-312026-04-08

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.8K shares41.47%2026-03-312026-04-08

IJR ISHARES TR2.9K shares10.89%2026-03-312026-04-08

IWD ISHARES TR1.6K shares22.59%2026-03-312026-04-08

PAAA PGIM ETF TR6.8K shares-7.99%2026-03-312026-04-08

IDEV ISHARES TR4.1K shares0.00%2026-03-312026-04-08

Sponsored

GEV GE VERNOVA INC393 sharesnew addition2026-03-312026-04-08

USMV ISHARES TR3.7K shares-0.14%2026-03-312026-04-08

PATH UIPATH INC30.4K shares81.19%2026-03-312026-04-08

CAT CATERPILLAR INC474 shares1.50%2026-03-312026-04-08

IWY ISHARES TR1.3K shares0.00%2026-03-312026-04-08

IDR IDAHO STRATEGIC RESOURCES10.3K shares0.01%2026-03-312026-04-08

INTC INTEL CORP7.4K sharesnew addition2026-03-312026-04-08

PEP PEPSICO INC2.1K sharesnew addition2026-03-312026-04-08

Sponsored

CSCO CISCO SYS INC4.1K shares3.16%2026-03-312026-04-08

VXUS VANGUARD STAR FDS4.1K shares-53.01%2026-03-312026-04-08

DE DEERE & CO558 shares1.64%2026-03-312026-04-08

TSCO TRACTOR SUPPLY CO6.9K sharesnew addition2026-03-312026-04-08

IBTA IBOTTA INC10.4K shares0.02%2026-03-312026-04-08

DFCA DIMENSIONAL ETF TRUST6.3K shares0.55%2026-03-312026-04-08

T AT&T INC10.7K sharesnew addition2026-03-312026-04-08

BA BOEING CO1.5K shares32.93%2026-03-312026-04-08

Sponsored

URNM SPROTT FDS TR4.9K shares0.43%2026-03-312026-04-08

IUSB ISHARES TR6.6K shares27.00%2026-03-312026-04-08

JTEK J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2026-03-312026-04-08

LOW LOWES COS INC1.3K sharesnew addition2026-03-312026-04-08

NFLX NETFLIX INC.3.1K shares40.09%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS1.4K shares47.88%2026-03-312026-04-08

GCC WISDOMTREE TR12.4K shares-11.09%2026-03-312026-04-08

MPLX MPLX LP5.2K shares24.69%2026-03-312026-04-08

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR12.5K shares-0.29%2026-03-312026-04-08

SMOT VANECK ETF TRUST7.8K shares-3.11%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 40448 shares0.22%2026-03-312026-04-08

IVW ISHARES TR2.4K shares-9.39%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS1.1K shares23.46%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE939 sharesnew addition2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC677 sharesnew addition2026-03-312026-04-08

ESGU ISHARES TR1.9K shares0.00%2026-03-312026-04-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.7K shares-0.16%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC2.0K sharesnew addition2026-03-312026-04-08

TER TERADYNE INC874 sharesnew addition2026-03-312026-04-08

XMMO INVESCO EXCHANGE TRADED FD T1.8K shares-0.74%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K shares0.19%2026-03-312026-04-08

IEMG ISHARES INC3.6K shares10.67%2026-03-312026-04-08

REIT ALPS ETF TR9.0K shares-0.45%2026-03-312026-04-08

FNV FRANCO NEV CORP952 sharesnew addition2026-03-312026-04-08

Sponsored

SOFI SOFI TECHNOLOGIES INC14.7K shares-6.37%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST3.7K shares0.32%2026-03-312026-04-08

AOR ISHARES TR3.6K shares0.00%2026-03-312026-04-08

GLDM WORLD GOLD TR2.5K sharesnew addition2026-03-312026-04-08

WPM WHEATON PRECIOUS METALS CORP1.8K sharesnew addition2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC636 sharesnew addition2026-03-312026-04-08

PUTNAM ETF TRUST PUTNAM ETF TRUST30.4K sharesnew addition2026-03-312026-04-08

HTAB HARTFORD FDS EXCHANGE TRADED11.6K shares0.00%2026-03-312026-04-08

Sponsored

EMCB WISDOMTREE TR3.4K shares-11.19%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR4.7K shares0.34%2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC623 sharesnew addition2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR1.7K shares0.12%2026-03-312026-04-08

JOE ST JOE CO3.4K sharesnew addition2026-03-312026-04-08

COWG PACER FDS TR6.2K sharesnew addition2026-03-312026-04-08

DIS DISNEY WALT CO2.2K shares0.05%2026-03-312026-04-08

SDY SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-08

Sponsored

ADP AUTOMATIC DATA PROCESSING IN989 shares2.06%2026-03-312026-04-08

TIDAL TRUST I TIDAL TRUST I11.0K shares0.06%2026-03-312026-04-08

OXFORD LANE CAP CORP OXFORD LANE CAP CORP16.5K shares26.34%2026-03-312026-04-08

PESI PERMA-FIX ENVIRONMENTAL SVCS12.9K shares2.38%2026-03-312026-04-08

NAC NUVEEN CA DIVI ADV MUN11.5K shares0.00%2026-03-312026-04-08

SBSW SIBANYE STILLWATER LTD10.1K shares-13.32%2026-03-312026-04-08

ECC EAGLE POINT CREDIT COMPANY I15.4K shares13.48%2026-03-312026-04-08

STIM NEURONETICS INC19.8K shares0.03%2026-03-312026-04-08

Sponsored

AAPL

APPLE INC

10.87%

Shares61.4K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

5.69%

Shares243.8K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-5.90%

Shares327.3K

Event2026-03-31

Filed2026-04-08

MOAT

VANECK ETF TRUST

-0.66%

Shares124.2K

Event2026-03-31

Filed2026-04-08

MFSB

MFS ACTIVE EXCHANGE TRADED F

1.44%

Shares474.2K

Event2026-03-31

Filed2026-04-08

COWZ

PACER FDS TR

2.29%

Shares185.3K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

7.39%

Shares233.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-6.82%

Shares14.1K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

8.40%

Shares93.3K

Event2026-03-31

Filed2026-04-08

SYLD

CAMBRIA ETF TR

-0.94%

Shares101.1K

Event2026-03-31

Filed2026-04-08

LTPZ

PIMCO ETF TR

8.79%

Shares146.0K

Event2026-03-31

Filed2026-04-08

ROUS

LATTICE STRATEGIES TR

0.89%

Shares124.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

13.74%

Shares12.6K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

17.35%

Shares38.7K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

-5.39%

Shares110.4K

Event2026-03-31

Filed2026-04-08

FYLD

CAMBRIA ETF TR

-2.29%

Shares174.8K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

-12.82%

Shares71.8K

Event2026-03-31

Filed2026-04-08

NTSX

WISDOMTREE TR

-3.45%

Shares119.5K

Event2026-03-31

Filed2026-04-08

EDV

VANGUARD WORLD FD

6.69%

Shares95.4K

Event2026-03-31

Filed2026-04-08

GUNR

FLEXSHARES TR

-2.20%

Shares109.1K

Event2026-03-31

Filed2026-04-08

MUNI

PIMCO ETF TR

-1.20%

Shares114.7K

Event2026-03-31

Filed2026-04-08

ENDW

EA SERIES TRUST

-12.35%

Shares182.2K

Event2026-03-31

Filed2026-04-08

DBMF

LITMAN GREGORY FDS TR

4.21%

Shares186.7K

Event2026-03-31

Filed2026-04-08

BUFP

PGIM ROCK ETF TR

0.95%

Shares189.1K

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

5.22%

Shares46.6K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

-7.04%

Shares168.9K

Event2026-03-31

Filed2026-04-08

GDE

WISDOMTREE TR

80.76%

Shares77.5K

Event2026-03-31

Filed2026-04-08

TXUE

THORNBURG ETF TR

13.83%

Shares151.2K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

-2.40%

Shares136.3K

Event2026-03-31

Filed2026-04-08

DSTL

ETF SER SOLUTIONS

-0.29%

Shares80.5K

Event2026-03-31

Filed2026-04-08

RPAR

TIDAL TRUST I

2.81%

Shares207.7K

Event2026-03-31

Filed2026-04-08

DGRW

WISDOMTREE TR

-11.02%

Shares50.6K

Event2026-03-31

Filed2026-04-08

RSST

TIDAL TRUST II

104.10%

Shares156.9K

Event2026-03-31

Filed2026-04-08

TRTY

CAMBRIA ETF TR

3.90%

Shares147.7K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

0.58%

Shares9.9K

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

-1.87%

Shares105.1K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

140.05%

Shares50.7K

Event2026-03-31

Filed2026-04-08

AVGE

AMERICAN CENTY ETF TR

6.17%

Shares43.1K

Event2026-03-31

Filed2026-04-08

RECS

COLUMBIA ETF TR I

1.15%

Shares95.8K

Event2026-03-31

Filed2026-04-08

RSSB

TIDAL TRUST II

101.80%

Shares136.6K

Event2026-03-31

Filed2026-04-08

GCOW

PACER FDS TR

-11.88%

Shares78.1K

Event2026-03-31

Filed2026-04-08

PULS

PGIM ETF TR

1.39%

Shares72.7K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

-9.80%

Shares36.1K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

-4.51%

Shares46.9K

Event2026-03-31

Filed2026-04-08

XSVM

INVESCO EXCHANGE TRADED FD T

-6.17%

Shares52.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

31.14%

Shares8.4K

Event2026-03-31

Filed2026-04-08

EYLD

CAMBRIA ETF TR

-1.71%

Shares74.0K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

51.51%

Shares59.3K

Event2026-03-31

Filed2026-04-08

SHV

ISHARES TR

47.87%

Shares25.9K

Event2026-03-31

Filed2026-04-08

JGRO

J P MORGAN EXCHANGE TRADED F

31.05%

Shares32.8K

Event2026-03-31

Filed2026-04-08

USFR

WISDOMTREE TR

44.56%

Shares54.2K

Event2026-03-31

Filed2026-04-08

IGEB

ISHARES TR

-11.87%

Shares59.6K

Event2026-03-31

Filed2026-04-08

PJFG

PGIM ETF TR

-5.45%

Shares26.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

9.37%

Shares12.2K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.98%

Shares12.8K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

-6.07%

Shares100.4K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

18.17%

Shares11.9K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-2.93%

Shares79.1K

Event2026-03-31

Filed2026-04-08

NTSI

WISDOMTREE TR

-3.32%

Shares53.2K

Event2026-03-31

Filed2026-04-08

GDMN

WISDOMTREE TR

-14.03%

Shares21.5K

Event2026-03-31

Filed2026-04-08

EELV

INVESCO EXCH TRADED FD TR II

-8.51%

Shares76.7K

Event2026-03-31

Filed2026-04-08

SMTH

ALPS ETF TR

-0.25%

Shares82.4K

Event2026-03-31

Filed2026-04-08

ELS

EQUITY LIFESTYLE PROPERTIES

0.06%

Shares34.0K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.50%

Shares32.9K

Event2026-03-31

Filed2026-04-08

SPAB

SPDR SERIES TRUST

-0.36%

Shares80.1K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

13.89%

Shares19.1K

Event2026-03-31

Filed2026-04-08

JMEE

J P MORGAN EXCHANGE TRADED F

26.13%

Shares29.1K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

3.42%

Shares23.6K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

-1.66%

Shares7.4K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-23.14%

Shares5.5K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

-7.87%

Shares43.1K

Event2026-03-31

Filed2026-04-08

TLH

ISHARES TR

3.48%

Shares16.5K

Event2026-03-31

Filed2026-04-08

SCHQ

SCHWAB STRATEGIC TR

0.50%

Shares52.6K

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

-25.26%

Shares31.3K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

24.86%

Shares9.2K

Event2026-03-31

Filed2026-04-08

FTHI

FIRST TR EXCHANGE TRADED FD

70.84%

Shares67.3K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

18.48%

Shares3.2K

Event2026-03-31

Filed2026-04-08

GBIL

GOLDMAN SACHS ETF TR

166.16%

Shares15.0K

Event2026-03-31

Filed2026-04-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-20.73%

Shares16.1K

Event2026-03-31

Filed2026-04-08

ALLW

SSGA ACTIVE TR

17.78%

Shares51.5K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

38.10%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ROAM

LATTICE STRATEGIES TR

20.47%

Shares45.6K

Event2026-03-31

Filed2026-04-08

MLPX

GLOBAL X FDS

4.19%

Shares18.2K

Event2026-03-31

Filed2026-04-08

CTA

SIMPLIFY EXCHANGE TRADED FUN

7.25%

Shares44.3K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-2.41%

Shares21.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.33%

Shares4.6K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

21.60%

Shares3.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

40.40%

Shares5.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

24.97%

Shares4.5K

Event2026-03-31

Filed2026-04-08