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The Analysis of FIDUCIARY FINANCIAL GROUP, LLC's Holdings & P&L

Currently, FIDUCIARY FINANCIAL GROUP, LLC holds 345 types of securities in its portfolio with a total value $754.1M. In the most recent quarter, they have increased their positions in XME (+59.0K shares, valued at $6.4M), SGOV (+59.6K shares, valued at $6.0M), COPX (+75.6K shares, valued at $5.8M); decreased their positions in N/A (-4.1K shares, valued at $2.4M), DFAI (-45.2K shares, valued at $1.8M), GVA (-10.6K shares, valued at $1.3M); initiated new positions in XME (+59.0K shares, valued at $6.4M), COPX (+75.6K shares, valued at $5.8M), FIG (+75.4K shares, valued at $1.6M).

1M P&L

+11.7M+1.58%

3M P&L

+2.1M+0.29%

HY P&L

+46.0M+6.50%

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/A569.7M

80.0%

2Consumer Electronics48.9M

6.9%

3Semiconductors16.8M

2.4%

Top Industries by Stock Count

1N/A188 stocks

59.1%

2Banks - Diversified10 stocks

3.1%

3Drug Manufacturers - General7 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR628.8K shares10.47%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR2.2M shares11.51%2026-03-312026-04-13

AAPL APPLE INC192.9K shares0.22%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST607.3K shares4.00%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST798.0K shares6.44%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST687.8K shares-6.17%2026-03-312026-04-13

VTV VANGUARD INDEX FDS133.0K shares6.62%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST765.8K shares7.28%2026-03-312026-04-13

Sponsored

BIV VANGUARD BD INDEX FDS187.1K shares12.81%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST210.7K shares4.84%2026-03-312026-04-13

NVDA NVIDIA CORPORATION74.4K shares10.72%2026-03-312026-04-13

VTI VANGUARD INDEX FDS37.1K shares3.84%2026-03-312026-04-13

AAXJ ISHARES TR122.5K shares1.87%2026-03-312026-04-13

GNR SPDR INDEX SHS FDS154.3K shares11.96%2026-03-312026-04-13

DIHP DIMENSIONAL ETF TRUST315.0K shares12.99%2026-03-312026-04-13

MUB ISHARES TR92.7K shares10.71%2026-03-312026-04-13

Sponsored

FLRN SPDR SERIES TRUST315.2K shares6.08%2026-03-312026-04-13

LQD ISHARES TR86.9K shares14.18%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR104.2K shares2.23%2026-03-312026-04-13

DFLV DIMENSIONAL ETF TRUST248.8K shares6.62%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST224.6K shares-6.42%2026-03-312026-04-13

BIL SPDR SERIES TRUST71.2K shares-11.65%2026-03-312026-04-13

XME SPDR SERIES TRUST59.0K sharesnew addition2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS28.0K shares-2.25%2026-03-312026-04-13

Sponsored

COPX GLOBAL X FDS75.6K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC18.9K shares23.73%2026-03-312026-04-13

DFIC DIMENSIONAL ETF TRUST151.7K shares16.43%2026-03-312026-04-13

REET ISHARES TR211.3K shares14.88%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F69.6K shares5.86%2026-03-312026-04-13

TLT ISHARES TR59.6K shares6.51%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR8.0K shares-33.73%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST99.4K shares-0.98%2026-03-312026-04-13

Sponsored

MSFT MICROSOFT CORP11.8K shares12.75%2026-03-312026-04-13

AMZN AMAZON COM INC19.7K shares-8.57%2026-03-312026-04-13

VBR VANGUARD INDEX FDS18.7K shares3.09%2026-03-312026-04-13

GLD SPDR GOLD TR9.4K shares-12.38%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST114.8K shares11.56%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.2K shares11.24%2026-03-312026-04-13

IWF ISHARES TR8.8K shares-1.85%2026-03-312026-04-13

IWD ISHARES TR17.4K shares-8.28%2026-03-312026-04-13

Sponsored

EWY ISHARES INC30.0K shares-17.02%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP39.2K shares-12.58%2026-03-312026-04-13

ETFS GOLD TR ETFS GOLD TR71.0K shares-5.90%2026-03-312026-04-13

VGLT VANGUARD SCOTTSDALE FDS54.9K shares253.03%2026-03-312026-04-13

IWB ISHARES TR8.3K shares2.43%2026-03-312026-04-13

BKLN INVESCO EXCH TRADED FD TR II141.6K shares11.39%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T4.3K shares-2.07%2026-03-312026-04-13

ALPHABET INC ALPHABET INC9.2K shares19.78%2026-03-312026-04-13

Sponsored

UAUG INNOVATOR ETFS TRUST58.6K shares0.00%2026-03-312026-04-13

SJNK SPDR SERIES TRUST92.1K shares14.65%2026-03-312026-04-13

EWG ISHARES INC54.1K shares-15.50%2026-03-312026-04-13

CALF PACER FDS TR47.2K shares38.09%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC14.4K shares-2.72%2026-03-312026-04-13

USMV ISHARES TR22.6K shares-4.28%2026-03-312026-04-13

KNOV INNOVATOR ETFS TRUST72.1K shares0.00%2026-03-312026-04-13

COIN COINBASE GLOBAL INC11.2K shares-0.10%2026-03-312026-04-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares17.82%2026-03-312026-04-13

SHV ISHARES TR16.9K shares5.35%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC5.3K shares1.16%2026-03-312026-04-13

IJUN INNOVATOR ETFS TRUST60.3K shares0.00%2026-03-312026-04-13

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING154.0K shares25.42%2026-03-312026-04-13

EWJ ISHARES INC20.2K shares-1.04%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F30.8K shares1.97%2026-03-312026-04-13

DFSV DIMENSIONAL ETF TRUST47.0K shares13.82%2026-03-312026-04-13

Sponsored

DFAW DIMENSIONAL ETF TRUST21.7K shares-6.16%2026-03-312026-04-13

MCD MCDONALDS CORP5.1K shares-7.20%2026-03-312026-04-13

FIG FIGMA INC75.4K sharesnew addition2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST46.2K shares5.15%2026-03-312026-04-13

VXUS VANGUARD STAR FDS20.2K shares13.28%2026-03-312026-04-13

IEUR ISHARES TR22.0K shares-13.47%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS23.8K shares7.22%2026-03-312026-04-13

META META PLATFORMS INC2.6K shares6.23%2026-03-312026-04-13

Sponsored

CMF ISHARES TR25.7K shares-3.29%2026-03-312026-04-13

XOM EXXON MOBIL CORP8.6K shares20.10%2026-03-312026-04-13

PAUG INNOVATOR ETFS TRUST34.0K shares-7.72%2026-03-312026-04-13

EMLC VANECK ETF TRUST57.7K shares303.42%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC1.7K shares-4.13%2026-03-312026-04-13

SPTS SPDR SERIES TRUST47.7K shares1.80%2026-03-312026-04-13

INDA ISHARES TR29.7K shares13.35%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON5.6K shares-2.81%2026-03-312026-04-13

Sponsored

AGG ISHARES TR13.5K shares-0.07%2026-03-312026-04-13

VUG VANGUARD INDEX FDS3.0K shares-0.03%2026-03-312026-04-13

SLV ISHARES SILVER TR19.1K shares0.19%2026-03-312026-04-13

SCHK SCHWAB STRATEGIC TR41.2K shares2.96%2026-03-312026-04-13

DFSI DIMENSIONAL ETF TRUST30.1K shares4.64%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST30.8K shares6.37%2026-03-312026-04-13

IAPR INNOVATOR ETFS TRUST39.3K shares0.00%2026-03-312026-04-13

TOST TOAST INC46.8K shares-0.01%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO1.3K shares63.27%2026-03-312026-04-13

VPL VANGUARD INTL EQUITY INDEX F12.6K shares21.79%2026-03-312026-04-13

V VISA INC4.1K shares-5.91%2026-03-312026-04-13

DBC INVESCO DB COMMDY INDX TRCK42.0K shares-0.06%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F8.6K shares0.55%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO4.0K shares-8.76%2026-03-312026-04-13

UJUL INNOVATOR ETFS TRUST30.2K shares0.00%2026-03-312026-04-13

IJR ISHARES TR9.0K shares-0.03%2026-03-312026-04-13

Sponsored

MOAT VANECK ETF TRUST11.5K shares-10.43%2026-03-312026-04-13

NFLX NETFLIX INC.11.5K shares12.96%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F19.3K shares0.95%2026-03-312026-04-13

WFC WELLS FARGO & CO13.4K shares-2.16%2026-03-312026-04-13

UFEB INNOVATOR ETFS TRUST29.2K shares12.37%2026-03-312026-04-13

IOCT INNOVATOR ETFS TRUST29.0K shares0.00%2026-03-312026-04-13

SPYM SPDR SERIES TRUST13.0K shares5.52%2026-03-312026-04-13

BROADCOM INC BROADCOM INC3.2K shares15.17%2026-03-312026-04-13

Sponsored

UDEC INNOVATOR ETFS TRUST25.6K shares0.00%2026-03-312026-04-13

TMUS T-MOBILE US INC4.7K shares0.43%2026-03-312026-04-13

IVV ISHARES TR1.5K shares6.47%2026-03-312026-04-13

CVX CHEVRON CORPORATION4.8K shares3.15%2026-03-312026-04-13

ICOW PACER FDS TR23.1K shares15.52%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC7.9K shares0.31%2026-03-312026-04-13

ALPS ETF TR ALPS ETF TR17.9K shares9.77%2026-03-312026-04-13

USEP INNOVATOR ETFS TRUST24.3K shares0.00%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC12.1K shares15.85%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC4.6K shares12.67%2026-03-312026-04-13

UMAR INNOVATOR ETFS TRUST22.8K shares-3.92%2026-03-312026-04-13

PJUL INNOVATOR ETFS TRUST19.3K shares0.00%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS14.8K shares-21.13%2026-03-312026-04-13

AMGN AMGEN INC2.4K shares-8.57%2026-03-312026-04-13

CRM SALESFORCE INC4.5K shares32.75%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS11.4K sharesnew addition2026-03-312026-04-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares47.23%2026-03-312026-04-13

VYMI VANGUARD WHITEHALL FDS8.7K shares61.95%2026-03-312026-04-13

VO VANGUARD INDEX FDS2.8K shares-0.14%2026-03-312026-04-13

UAPR INNOVATOR ETFS TRUST24.2K shares0.00%2026-03-312026-04-13

DCOR DIMENSIONAL ETF TRUST11.2K shares4.21%2026-03-312026-04-13

CAT CATERPILLAR INC1.1K shares-1.06%2026-03-312026-04-13

VB VANGUARD INDEX FDS3.0K shares3.31%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC2.1K shares-2.37%2026-03-312026-04-13

Sponsored

TIP ISHARES TR6.7K shares-26.95%2026-03-312026-04-13

TSLA TESLA INC2.0K shares-10.83%2026-03-312026-04-13

NEM NEWMONT CORP6.7K shares-17.54%2026-03-312026-04-13

Z ZILLOW GROUP INC17.4K shares-0.20%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION713 shares3.33%2026-03-312026-04-13

EFAV ISHARES TR7.7K shares0.00%2026-03-312026-04-13

T AT&T INC24.4K shares1.38%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO2.8K shares-16.45%2026-03-312026-04-13

Sponsored

BAC BANK AMERICA CORP14.4K shares-3.87%2026-03-312026-04-13

DEXC DIMENSIONAL ETF TRUST10.8K shares66.45%2026-03-312026-04-13

PMAR INNOVATOR ETFS TRUST15.2K shares0.00%2026-03-312026-04-13

IDEC INNOVATOR ETFS TRUST20.5K shares0.00%2026-03-312026-04-13

HD HOME DEPOT INC2.0K shares6.43%2026-03-312026-04-13

RWO SPDR INDEX SHS FDS14.5K shares-38.71%2026-03-312026-04-13

IWN ISHARES TR3.5K shares1.22%2026-03-312026-04-13

ESGU ISHARES TR4.6K shares0.41%2026-03-312026-04-13

Sponsored

IMAR INNOVATOR ETFS TRUST22.6K shares29.44%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS12.9K sharesnew addition2026-03-312026-04-13

PAPR INNOVATOR ETFS TRUST16.0K shares0.00%2026-03-312026-04-13

VGK VANGUARD INTL EQUITY INDEX F7.7K shares-2.12%2026-03-312026-04-13

GVA GRANITE CONSTR INC5.3K shares-66.83%2026-03-312026-04-13

BWX SPDR SERIES TRUST27.6K shares30.20%2026-03-312026-04-13

VOE VANGUARD INDEX FDS3.3K shares0.43%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS12.6K sharesnew addition2026-03-312026-04-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC6.9K shares1.56%2026-03-312026-04-13

PG PROCTER & GAMBLE CO4.1K shares-3.80%2026-03-312026-04-13

NVS NOVARTIS AG3.9K shares5.85%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP2.8K shares-15.02%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.0K shares7.24%2026-03-312026-04-13

EME EMCOR GROUP INC787 shares-4.95%2026-03-312026-04-13

AOR ISHARES TR8.7K shares2.00%2026-03-312026-04-13

EWT ISHARES INC7.9K shares9.40%2026-03-312026-04-13

Sponsored

FTI TECHNIPFMC PLC8.0K shares-23.46%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC4.5K shares-38.63%2026-03-312026-04-13

ET ENERGY TRANSFER L P27.7K shares-1.44%2026-03-312026-04-13

GUNR FLEXSHARES TR9.7K shares0.00%2026-03-312026-04-13

ARTY ISHARES TR11.4K shares-0.62%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL15.5K shares-4.94%2026-03-312026-04-13

DFCA DIMENSIONAL ETF TRUST10.4K shares0.00%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-1.66%2026-03-312026-04-13

Sponsored

PBR PETROLEO BRASILEIRO S A24.7K sharesnew addition2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC3.1K shares-11.25%2026-03-312026-04-13

IJH ISHARES TR7.6K shares9.02%2026-03-312026-04-13

CELESTICA INC CELESTICA INC1.8K shares-34.25%2026-03-312026-04-13

IXUS ISHARES TR5.9K shares0.00%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC1.0K shares135.62%2026-03-312026-04-13

GBTC GRAYSCALE BITCOIN TRUST ETF9.4K shares-6.93%2026-03-312026-04-13

IGOV ISHARES TR11.9K sharesnew addition2026-03-312026-04-13

Sponsored

EOG EOG RES INC3.4K shares-8.13%2026-03-312026-04-13

VNM VANECK ETF TRUST28.0K shares11.43%2026-03-312026-04-13

APH AMPHENOL CORP3.8K shares-8.42%2026-03-312026-04-13

HYBB ISHARES TR10.4K shares-17.92%2026-03-312026-04-13

USB US BANCORP9.1K shares-4.86%2026-03-312026-04-13

DFSB DIMENSIONAL ETF TRUST9.1K shares6.65%2026-03-312026-04-13

DFSE DIMENSIONAL ETF TRUST11.1K shares5.33%2026-03-312026-04-13

IJJ ISHARES TR3.5K shares2.51%2026-03-312026-04-13

Sponsored

KOCT INNOVATOR ETFS TRUST13.7K shares0.00%2026-03-312026-04-13

VTEC VANGUARD CALIF TAX FREE FDS4.7K shares0.41%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO7.6K shares-4.90%2026-03-312026-04-13

ASML ASML HLDG NV350 shares28.21%2026-03-312026-04-13

RIO RIO TINTO PLC4.9K shares-1.24%2026-03-312026-04-13

FNDA SCHWAB STRATEGIC TR14.2K shares-0.06%2026-03-312026-04-13

WMT WALMART INC3.7K shares2.38%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR18.5K shares0.00%2026-03-312026-04-13

Sponsored

KO COCA COLA CO6.0K shares-0.15%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC3.4K shares-4.62%2026-03-312026-04-13

IJK ISHARES TR4.4K shares0.00%2026-03-312026-04-13

KSEP INNOVATOR ETFS TRUST15.8K shares0.00%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L11.8K shares0.43%2026-03-312026-04-13

IUSG ISHARES TR2.9K shares16.94%2026-03-312026-04-13

MPLX MPLX LP7.8K shares-3.71%2026-03-312026-04-13

RTX RTX CORPORATION2.3K shares3.66%2026-03-312026-04-13

Sponsored

PNOV INNOVATOR ETFS TRUST10.8K shares0.00%2026-03-312026-04-13

WES WESTERN MIDSTREAM PARTNERS L10.7K shares-0.56%2026-03-312026-04-13

DIS DISNEY WALT CO4.5K shares6.58%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC2.1K shares-4.46%2026-03-312026-04-13

EEM ISHARES TR7.7K shares71.32%2026-03-312026-04-13

MELI MERCADOLIBRE INC251 shares-34.46%2026-03-312026-04-13

DFEV DIMENSIONAL ETF TRUST12.1K shares-0.60%2026-03-312026-04-13

AROC ARCHROCK INC12.4K sharesnew addition2026-03-312026-04-13

Sponsored

PKG PACKAGING CORP AMER2.0K shares-3.24%2026-03-312026-04-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.4K shares-17.70%2026-03-312026-04-13

RGLD ROYAL GOLD INC1.7K shares-18.93%2026-03-312026-04-13

BCX BLACKROCK RES & COMMODITIES35.5K shares5.39%2026-03-312026-04-13

TRN TRINITY INDS INC13.3K shares-5.09%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC916 shares-0.43%2026-03-312026-04-13

MO ALTRIA GROUP INC6.4K shares-3.55%2026-03-312026-04-13

IWO ISHARES TR1.3K shares3.15%2026-03-312026-04-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares-2.73%2026-03-312026-04-13

FXE INVESCO CURRENCYSHARES EURO3.9K shares1.97%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS5.3K shares-0.86%2026-03-312026-04-13

VXF VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-13

IFEB INNOVATOR ETFS TRUST13.8K shares7.68%2026-03-312026-04-13

ES EVERSOURCE ENERGY5.9K shares-0.66%2026-03-312026-04-13

CVS CVS HEALTH CORP5.6K shares-3.16%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC1.4K shares-1.22%2026-03-312026-04-13

Sponsored

ESGV VANGUARD WORLD FD3.5K shares0.20%2026-03-312026-04-13

FSLR FIRST SOLAR INC2.0K shares-2.08%2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO1.4K shares-1.91%2026-03-312026-04-13

PJAN INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC6.6K shares-16.98%2026-03-312026-04-13

SCMB SCHWAB STRATEGIC TR15.0K shares0.00%2026-03-312026-04-13

EWU ISHARES TR8.2K shares0.00%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II1.6K shares-0.06%2026-03-312026-04-13

Sponsored

EWS ISHARES INC13.3K shares-2.07%2026-03-312026-04-13

IAUG INNOVATOR ETFS TRUST13.0K shares-6.01%2026-03-312026-04-13

ABT ABBOTT LABORATORIES3.6K shares3.72%2026-03-312026-04-13

VSGX VANGUARD WORLD FD5.2K shares16.50%2026-03-312026-04-13

OKE ONEOK INC NEW4.1K sharesnew addition2026-03-312026-04-13

PFEB INNOVATOR ETFS TRUST9.2K shares1.10%2026-03-312026-04-13

BMRC BANK OF MARIN BANCORP14.1K shares0.00%2026-03-312026-04-13

DRI DARDEN RESTAURANTS INC1.8K shares-4.13%2026-03-312026-04-13

Sponsored

ED CONSOLIDATED EDISON INC3.2K shares2.42%2026-03-312026-04-13

PMAY INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-04-13

HON HONEYWELL INTL INC1.6K shares-1.25%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR7.2K shares-2.39%2026-03-312026-04-13

UJUN INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-04-13

GLW CORNING INC2.6K shares-3.68%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST8.3K shares-5.03%2026-03-312026-04-13

ZG ZILLOW GROUP INC8.4K shares0.00%2026-03-312026-04-13

Sponsored

FAST FASTENAL CO7.5K shares0.34%2026-03-312026-04-13

VST VISTRA CORP2.3K shares-1.34%2026-03-312026-04-13

SAIC SCIENCE APPLICATIONS INTL CO3.6K sharesnew addition2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC348 shares68.12%2026-03-312026-04-13

BNS BANK NOVA SCOTIA B C4.8K shares-3.84%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP968 shares-18.93%2026-03-312026-04-13

BWZ SPDR SERIES TRUST12.3K shares-12.38%2026-03-312026-04-13

XOP SPDR SERIES TRUST1.8K shares-0.39%2026-03-312026-04-13

Sponsored

CRCL CIRCLE INTERNET GROUP INC3.4K sharesnew addition2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND700 shares-12.83%2026-03-312026-04-13

UNP UNION PAC CORP1.3K shares1.60%2026-03-312026-04-13

INTC INTEL CORP7.2K shares2.96%2026-03-312026-04-13

RY ROYAL BK CDA2.0K shares4.20%2026-03-312026-04-13

GPC GENUINE PARTS CO3.0K shares4.89%2026-03-312026-04-13

PRI PRIMERICA INC1.3K shares-0.48%2026-03-312026-04-13

MCHI ISHARES TR5.6K shares1.81%2026-03-312026-04-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.5K shares11.95%2026-03-312026-04-13

ORI OLD REP INTL CORP7.8K shares-3.90%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP2.6K shares-1.40%2026-03-312026-04-13

URA GLOBAL X FDS6.3K shares0.19%2026-03-312026-04-13

NRG NRG ENERGY INC2.1K shares10.20%2026-03-312026-04-13

SNY SANOFI SA6.3K shares-0.22%2026-03-312026-04-13

ROCKET LAB CORP ROCKET LAB CORP4.7K shares-11.38%2026-03-312026-04-13

HLIT HARMONIC INC33.2K shares-4.87%2026-03-312026-04-13

Sponsored

TD TORONTO DOMINION BK ONT3.1K shares3.10%2026-03-312026-04-13

AMCOR PLC AMCOR PLC7.3K sharesnew addition2026-03-312026-04-13

WM WASTE MGMT INC DEL1.3K shares6.63%2026-03-312026-04-13

STRA STRATEGIC ED INC3.5K sharesnew addition2026-03-312026-04-13

IJUL INNOVATOR ETFS TRUST8.5K shares0.00%2026-03-312026-04-13

IMAY INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-04-13

PAGP PLAINS GP HLDGS L P11.6K shares-12.16%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR11.0K shares9.33%2026-03-312026-04-13

Sponsored

SANM SANMINA CORP2.1K sharesnew addition2026-03-312026-04-13

ORCL ORACLE CORP1.9K shares18.50%2026-03-312026-04-13

CME CME GROUP INC908 shares0.00%2026-03-312026-04-13

AOA ISHARES TR3.0K shares-0.53%2026-03-312026-04-13

CB CHUBB LTD SWITZ820 shares1.49%2026-03-312026-04-13

AGZ ISHARES TR2.4K shares0.00%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.6K shares0.94%2026-03-312026-04-13

NLR VANECK ETF TRUST2.0K shares0.00%2026-03-312026-04-13

Sponsored

BWA BORGWARNER INC4.9K shares0.39%2026-03-312026-04-13

KMAY INNOVATOR ETFS TRUST9.2K shares0.00%2026-03-312026-04-13

CMC COMMERCIAL METALS CO4.3K sharesnew addition2026-03-312026-04-13

PEP PEPSICO INC1.7K shares2.48%2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.6K shares0.00%2026-03-312026-04-13

EAGG ISHARES TR5.5K shares0.00%2026-03-312026-04-13

IBKR INTERACTIVE BROKERS GROUP IN3.9K shares0.60%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR1.8K shares2.09%2026-03-312026-04-13

Sponsored

SCHD SCHWAB STRATEGIC TR8.3K shares8.91%2026-03-312026-04-13

HYMB SPDR SERIES TRUST10.3K sharesnew addition2026-03-312026-04-13

COWZ PACER FDS TR4.1K shares0.02%2026-03-312026-04-13

FLKR FRANKLIN TEMPLETON ETF TR6.4K shares0.00%2026-03-312026-04-13

FXC INVESCO CURRENCYSHARES CDN D3.6K shares2.52%2026-03-312026-04-13

DXIV DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-04-13

DPZ DOMINOS PIZZA INC694 sharesnew addition2026-03-312026-04-13

BMO BANK MONTREAL MEDIUM1.8K shares12.32%2026-03-312026-04-13

Sponsored

XLE SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-04-13

UNILEVER PLC UNILEVER PLC4.3K shares6.99%2026-03-312026-04-13

KDEC INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-04-13

AOM ISHARES TR5.2K shares-0.08%2026-03-312026-04-13

PSFF PACER FDS TR7.6K shares0.00%2026-03-312026-04-13

CM CANADIAN IMPERIAL BANK OF CO2.6K shares15.29%2026-03-312026-04-13

KAUG INNOVATOR ETFS TRUST9.1K shares0.00%2026-03-312026-04-13

TFLO ISHARES TR4.8K shares-12.52%2026-03-312026-04-13

Sponsored

SOXX ISHARES TR730 shares2.38%2026-03-312026-04-13

XTL SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-04-13

TOTALENERGIES SE TOTALENERGIES SE2.6K sharesnew addition2026-03-312026-04-13

GSK PLC GSK PLC4.3K shares3.12%2026-03-312026-04-13

AMAT APPLIED MATLS INC688 sharesnew addition2026-03-312026-04-13

IEMG ISHARES INC3.4K sharesnew addition2026-03-312026-04-13

HRI HERC HLDGS INC2.4K shares3.57%2026-03-312026-04-13

INTU INTUIT537 sharesnew addition2026-03-312026-04-13

Sponsored

PEN PENUMBRA INC700 shares0.00%2026-03-312026-04-13

OUNZ VANECK MERK GOLD ETF5.1K shares0.00%2026-03-312026-04-13

PPL PPL CORP6.0K shares3.43%2026-03-312026-04-13

ISEP INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-04-13

DE DEERE & CO398 sharesnew addition2026-03-312026-04-13

SAN BANCO SANTANDER SA19.9K shares8.97%2026-03-312026-04-13

FTNT FORTINET INC2.7K sharesnew addition2026-03-312026-04-13

EQAL INVESCO EXCH TRADED FD TR II4.0K shares2.02%2026-03-312026-04-13

Sponsored

ABBV ABBVIE INC1.0K sharesnew addition2026-03-312026-04-13

CNI CANADIAN NATL RY CO2.1K sharesnew addition2026-03-312026-04-13

EFA ISHARES TR2.2K shares0.00%2026-03-312026-04-13

VCR VANGUARD WORLD FD600 shares0.00%2026-03-312026-04-13

KMAR INNOVATOR ETFS TRUST7.4K sharesnew addition2026-03-312026-04-13

MCK MCKESSON CORP247 shares-1.59%2026-03-312026-04-13

UJAN INNOVATOR ETFS TRUST5.0K sharesnew addition2026-03-312026-04-13

INOV INNOVATOR ETFS TRUST6.1K shares-28.17%2026-03-312026-04-13

Sponsored

SFLR INNOVATOR ETFS TRUST5.9K shares-20.03%2026-03-312026-04-13

VGT VANGUARD WORLD FD290 shares3.20%2026-03-312026-04-13

SIL GLOBAL X FDS2.2K sharesnew addition2026-03-312026-04-13

KGC KINROSS GOLD CORP6.6K sharesnew addition2026-03-312026-04-13

MQY BLACKROCK MUNIYILD QULT FD I11.3K sharesnew addition2026-03-312026-04-13

NAD NUVEEN QUALITY MUNCP INCOME10.3K shares0.00%2026-03-312026-04-13

MFG MIZUHO FINANCIAL GROUP INC14.5K shares3.79%2026-03-312026-04-13

LYG LLOYDS BANKING GROUP PLC16.1K shares6.80%2026-03-312026-04-13

Sponsored

SNAP SNAP INC15.5K sharesnew addition2026-03-312026-04-13

SGOV

ISHARES TR

10.47%

Shares628.8K

Event2026-03-31

Filed2026-04-13

SCHO

SCHWAB STRATEGIC TR

11.51%

Shares2.2M

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

0.22%

Shares192.9K

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

4.00%

Shares607.3K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

6.44%

Shares798.0K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

-6.17%

Shares687.8K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

6.62%

Shares133.0K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

7.28%

Shares765.8K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

12.81%

Shares187.1K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

4.84%

Shares210.7K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

10.72%

Shares74.4K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

3.84%

Shares37.1K

Event2026-03-31

Filed2026-04-13

AAXJ

ISHARES TR

1.87%

Shares122.5K

Event2026-03-31

Filed2026-04-13

GNR

SPDR INDEX SHS FDS

11.96%

Shares154.3K

Event2026-03-31

Filed2026-04-13

DIHP

DIMENSIONAL ETF TRUST

12.99%

Shares315.0K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

10.71%

Shares92.7K

Event2026-03-31

Filed2026-04-13

FLRN

SPDR SERIES TRUST

6.08%

Shares315.2K

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

14.18%

Shares86.9K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

2.23%

Shares104.2K

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

6.62%

Shares248.8K

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

-6.42%

Shares224.6K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

-11.65%

Shares71.2K

Event2026-03-31

Filed2026-04-13

XME

SPDR SERIES TRUST

New

Shares59.0K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-2.25%

Shares28.0K

Event2026-03-31

Filed2026-04-13

COPX

GLOBAL X FDS

New

Shares75.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

23.73%

Shares18.9K

Event2026-03-31

Filed2026-04-13

DFIC

DIMENSIONAL ETF TRUST

16.43%

Shares151.7K

Event2026-03-31

Filed2026-04-13

REET

ISHARES TR

14.88%

Shares211.3K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

5.86%

Shares69.6K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

6.51%

Shares59.6K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-33.73%

Shares8.0K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

-0.98%

Shares99.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

12.75%

Shares11.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-8.57%

Shares19.7K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

3.09%

Shares18.7K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-12.38%

Shares9.4K

Event2026-03-31

Filed2026-04-13

DFEM

DIMENSIONAL ETF TRUST

11.56%

Shares114.8K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

11.24%

Shares8.2K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

-1.85%

Shares8.8K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

-8.28%

Shares17.4K

Event2026-03-31

Filed2026-04-13

EWY

ISHARES INC

-17.02%

Shares30.0K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

-12.58%

Shares39.2K

Event2026-03-31

Filed2026-04-13

ETFS GOLD TR

-5.90%

Shares71.0K

Event2026-03-31

Filed2026-04-13

VGLT

VANGUARD SCOTTSDALE FDS

253.03%

Shares54.9K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

2.43%

Shares8.3K

Event2026-03-31

Filed2026-04-13

BKLN

INVESCO EXCH TRADED FD TR II

11.39%

Shares141.6K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-2.07%

Shares4.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

19.78%

Shares9.2K

Event2026-03-31

Filed2026-04-13

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares58.6K

Event2026-03-31

Filed2026-04-13

SJNK

SPDR SERIES TRUST

14.65%

Shares92.1K

Event2026-03-31

Filed2026-04-13

EWG

ISHARES INC

-15.50%

Shares54.1K

Event2026-03-31

Filed2026-04-13

CALF

PACER FDS TR

38.09%

Shares47.2K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

-2.72%

Shares14.4K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-4.28%

Shares22.6K

Event2026-03-31

Filed2026-04-13

KNOV

INNOVATOR ETFS TRUST

0.00%

Shares72.1K

Event2026-03-31

Filed2026-04-13

COIN

COINBASE GLOBAL INC

-0.10%

Shares11.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

17.82%

Shares3.1K

Event2026-03-31

Filed2026-04-13

SHV

ISHARES TR

5.35%

Shares16.9K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

1.16%

Shares5.3K

Event2026-03-31

Filed2026-04-13

IJUN

INNOVATOR ETFS TRUST

0.00%

Shares60.3K

Event2026-03-31

Filed2026-04-13

OAKTREE SPECIALTY LENDING

25.42%

Shares154.0K

Event2026-03-31

Filed2026-04-13

EWJ

ISHARES INC

-1.04%

Shares20.2K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

1.97%

Shares30.8K

Event2026-03-31

Filed2026-04-13

DFSV

DIMENSIONAL ETF TRUST

13.82%

Shares47.0K

Event2026-03-31

Filed2026-04-13

DFAW

DIMENSIONAL ETF TRUST

-6.16%

Shares21.7K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-7.20%

Shares5.1K

Event2026-03-31

Filed2026-04-13

FIG

FIGMA INC

New

Shares75.4K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

5.15%

Shares46.2K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

13.28%

Shares20.2K

Event2026-03-31

Filed2026-04-13

IEUR

ISHARES TR

-13.47%

Shares22.0K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

7.22%

Shares23.8K

Event2026-03-31

Filed2026-04-13