Sponsored

The Analysis of Financial Connections Group, Inc.'s Holdings & P&L

Currently, Financial Connections Group, Inc. holds 251 types of securities in its portfolio with a total value $287.6K. In the most recent quarter, they have increased their positions in JPIB (+73.8K shares, valued at $3.5K), INMU (+44.0K shares, valued at $1.1K), DFAI (+22.4K shares, valued at $874.1015235180629); decreased their positions in ESGV (-8.1K shares, valued at $910.8222589068645), USXF (-13.9K shares, valued at $766.679997892759), VIGI (-8.1K shares, valued at $714.7180465870174); initiated new positions in XOM (+318 shares, valued at $53), IBTK (+2.7K shares, valued at $53), VLO (+197 shares, valued at $48).

1M P&L

+3.4M+1.10%

3M P&L

-69.0M-18.22%

HY P&L

-56.8M-15.50%

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/A267.4K

94.7%

2Consumer Electronics6.2K

2.2%

3Software - Infrastructure1.7K

0.6%

Top Industries by Stock Count

1N/A113 stocks

48.5%

2Utilities - Regulated Electric6 stocks

2.6%

3Drug Manufacturers - General5 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST963.0K shares-0.31%2026-03-312026-05-01

ESGV VANGUARD WORLD FD166.6K shares-4.64%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST320.9K shares-3.46%2026-03-312026-05-01

JCPB J P MORGAN EXCHANGE TRADED F346.0K shares3.76%2026-03-312026-05-01

VUG VANGUARD INDEX FDS31.8K shares-0.29%2026-03-312026-05-01

USXF ISHARES TR227.8K shares-5.75%2026-03-312026-05-01

JPIB J P MORGAN EXCHANGE TRADED F242.6K shares43.72%2026-03-312026-05-01

PBFR PGIM ROCK ETF TR351.2K shares5.20%2026-03-312026-05-01

Sponsored

VSGX VANGUARD WORLD FD133.6K shares3.60%2026-03-312026-05-01

DFAX DIMENSIONAL ETF TRUST263.3K shares-3.99%2026-03-312026-05-01

CMF ISHARES TR153.9K shares-2.22%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F152.2K shares-7.28%2026-03-312026-05-01

VIGI VANGUARD WHITEHALL FDS76.5K shares-9.55%2026-03-312026-05-01

QLTY 2023 ETF SERIES TRUST II178.0K shares-4.26%2026-03-312026-05-01

AAPL APPLE INC24.3K shares-0.72%2026-03-312026-05-01

DIHP DIMENSIONAL ETF TRUST177.3K shares13.36%2026-03-312026-05-01

Sponsored

DMXF ISHARES TR75.3K shares-2.45%2026-03-312026-05-01

JIRE J P MORGAN EXCHANGE TRADED F74.0K shares-4.29%2026-03-312026-05-01

DUHP DIMENSIONAL ETF TRUST150.5K shares12.98%2026-03-312026-05-01

ACWV ISHARES INC44.5K shares-0.97%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST71.9K shares1.82%2026-03-312026-05-01

CGSM CAPITAL GRP FIXED INCM ETF T190.9K shares7.77%2026-03-312026-05-01

VV VANGUARD INDEX FDS14.0K shares0.00%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST90.2K shares33.12%2026-03-312026-05-01

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F51.0K shares-6.47%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS52.8K shares-0.62%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares1.06%2026-03-312026-05-01

IWF ISHARES TR4.5K shares-0.55%2026-03-312026-05-01

DFSU DIMENSIONAL ETF TRUST46.4K shares2.66%2026-03-312026-05-01

VTI VANGUARD INDEX FDS5.7K shares-2.79%2026-03-312026-05-01

TDVG T ROWE PRICE ETF INC41.2K shares-2.95%2026-03-312026-05-01

VBK VANGUARD INDEX FDS5.7K shares0.38%2026-03-312026-05-01

Sponsored

BILZ PIMCO ETF TR15.1K shares106.19%2026-03-312026-05-01

HYXF ISHARES TR29.5K shares-5.57%2026-03-312026-05-01

DFAS DIMENSIONAL ETF TRUST18.5K shares1.57%2026-03-312026-05-01

CGHM CAPITAL GRP FIXED INCM ETF T50.5K shares-0.86%2026-03-312026-05-01

VXUS VANGUARD STAR FDS16.0K shares-15.69%2026-03-312026-05-01

INMU BLACKROCK ETF TRUST II50.6K shares667.45%2026-03-312026-05-01

PYLD PIMCO ETF TR40.1K shares11.70%2026-03-312026-05-01

DFSI DIMENSIONAL ETF TRUST22.9K shares3.49%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC3.0K shares1.18%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-13.44%2026-03-312026-05-01

ESML ISHARES TR15.4K shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC4.0K shares0.00%2026-03-312026-05-01

JAVA J P MORGAN EXCHANGE TRADED F7.4K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP1.4K shares1.35%2026-03-312026-05-01

NVDA NVIDIA CORPORATION3.0K shares-11.96%2026-03-312026-05-01

UNP UNION PAC CORP1.8K shares0.00%2026-03-312026-05-01

Sponsored

TSLA TESLA INC1.2K shares-2.14%2026-03-312026-05-01

EUSB ISHARES TR8.8K shares4.34%2026-03-312026-05-01

NUSA NUSHARES ETF TR16.1K shares-8.98%2026-03-312026-05-01

LNT ALLIANT ENERGY CORP5.2K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC1.7K shares5.82%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-05-01

GBCI GLACIER BANCORP INC NEW7.6K shares0.00%2026-03-312026-05-01

DIS DISNEY WALT CO3.5K shares0.00%2026-03-312026-05-01

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.4K shares26.34%2026-03-312026-05-01

BMRC BANK MARIN BANCORP12.0K shares0.00%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC746 shares0.00%2026-03-312026-05-01

WFC WELLS FARGO CO NEW3.6K shares0.00%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC2.3K shares0.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON1.1K shares0.96%2026-03-312026-05-01

SPY SPDR S&P 500 ETF TR357 shares0.00%2026-03-312026-05-01

PFE PFIZER INC8.2K shares0.00%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC1.0K shares0.00%2026-03-312026-05-01

ORCL ORACLE CORP1.5K shares-44.29%2026-03-312026-05-01

IVV ISHARES TR333 shares0.60%2026-03-312026-05-01

IWB ISHARES TR582 shares0.00%2026-03-312026-05-01

IWM ISHARES TR807 shares0.00%2026-03-312026-05-01

BA BOEING CO1.0K shares0.00%2026-03-312026-05-01

BUFP PGIM ROCK ETF TR5.9K shares127.13%2026-03-312026-05-01

V VISA INC578 shares10.52%2026-03-312026-05-01

Sponsored

META META PLATFORMS INC296 shares5.71%2026-03-312026-05-01

BAC BANK AMERICA CORP3.5K shares0.00%2026-03-312026-05-01

TSPA T ROWE PRICE ETF INC3.7K shares0.00%2026-03-312026-05-01

TEQI T ROWE PRICE ETF INC3.2K shares0.00%2026-03-312026-05-01

GDX VANECK ETF TRUST1.5K shares0.00%2026-03-312026-05-01

TBUX T ROWE PRICE ETF INC2.7K shares-22.69%2026-03-312026-05-01

SPYM SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-01

TCAF T ROWE PRICE ETF INC3.5K shares0.00%2026-03-312026-05-01

Sponsored

INVESCO QQQ TR INVESCO QQQ TR210 shares0.00%2026-03-312026-05-01

HD HOME DEPOT INC346 shares0.00%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE400 shares0.00%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO.387 shares9.63%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN548 shares0.00%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC694 shares10.16%2026-03-312026-05-01

ABT ABBOTT LABS1.1K shares0.00%2026-03-312026-05-01

SUSA ISHARES TR773 shares-42.74%2026-03-312026-05-01

Sponsored

HDV ISHARES TR715 shares0.00%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC458 shares0.00%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T484 shares0.00%2026-03-312026-05-01

PEP PEPSICO INC580 shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC103 shares4.04%2026-03-312026-05-01

EES WISDOMTREE TR1.4K shares0.00%2026-03-312026-05-01

DVY ISHARES TR497 shares0.00%2026-03-312026-05-01

IWS ISHARES TR517 shares0.00%2026-03-312026-05-01

Sponsored

JAAA JANUS DETROIT STR TR1.5K shares0.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS502 shares0.00%2026-03-312026-05-01

CTVA CORTEVA INC854 shares0.00%2026-03-312026-05-01

NEE NEXTERA ENERGY INC729 shares0.00%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC296 shares2860.00%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO706 shares0.00%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS768 shares-20.33%2026-03-312026-05-01

ITOT ISHARES TR392 shares0.00%2026-03-312026-05-01

Sponsored

IVW ISHARES TR490 shares28.95%2026-03-312026-05-01

VO VANGUARD INDEX FDS191 shares0.00%2026-03-312026-05-01

KO COCA COLA CO706 shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL CORP318 sharesnew addition2026-03-312026-05-01

IBTK ISHARES TR2.7K sharesnew addition2026-03-312026-05-01

BINC BLACKROCK ETF TRUST II1.0K shares0.00%2026-03-312026-05-01

VB VANGUARD INDEX FDS198 shares-16.10%2026-03-312026-05-01

VLO VALERO ENERGY CORP197 sharesnew addition2026-03-312026-05-01

Sponsored

IDXX IDEXX LABS INC84 shares0.00%2026-03-312026-05-01

SRE SEMPRA474 shares3.49%2026-03-312026-05-01

GILD GILEAD SCIENCES INC328 shares30.16%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC495 shares0.00%2026-03-312026-05-01

IWV ISHARES TR120 shares0.00%2026-03-312026-05-01

CVX CHEVRON CORP NEW211 shares129.35%2026-03-312026-05-01

DFAT DIMENSIONAL ETF TRUST680 shares0.00%2026-03-312026-05-01

ASTS AST SPACEMOBILE INC500 shares0.00%2026-03-312026-05-01

Sponsored

NSC NORFOLK SOUTHN CORP146 shares0.00%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO134 shares-18.79%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW39 shares0.00%2026-03-312026-05-01

PHO INVESCO EXCHANGE TRADED FD T558 shares0.00%2026-03-312026-05-01

LITE LUMENTUM HLDGS INC50 shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP400 shares0.00%2026-03-312026-05-01

INTC INTEL CORP792 shares0.00%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-05-01

Sponsored

SO SOUTHERN CO360 shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC72 shares0.00%2026-03-312026-05-01

GSK PLC GSK PLC593 shares0.00%2026-03-312026-05-01

TOUS T ROWE PRICE ETF INC930 shares0.00%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE690 shares0.00%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST856 sharesnew addition2026-03-312026-05-01

ET ENERGY TRANSFER L P1.5K shares1.76%2026-03-312026-05-01

ADBE ADOBE INC113 shares0.00%2026-03-312026-05-01

Sponsored

CSX CSX CORP659 shares0.00%2026-03-312026-05-01

LUNR INTUITIVE MACHINES INC1.5K shares0.00%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP271 shares0.00%2026-03-312026-05-01

TFLR T ROWE PRICE ETF INC500 shares0.00%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW187 shares0.00%2026-03-312026-05-01

IJK ISHARES TR240 shares0.00%2026-03-312026-05-01

T AT&T INC812 sharesnew addition2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS362 sharesnew addition2026-03-312026-05-01

Sponsored

IJS ISHARES TR188 shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC121 shares83.33%2026-03-312026-05-01

APD AIR PRODS & CHEMS INC75 shares0.00%2026-03-312026-05-01

FDX FEDEX CORP60 shares0.00%2026-03-312026-05-01

DFSV DIMENSIONAL ETF TRUST586 sharesnew addition2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC42 shares-27.59%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW141 shares0.00%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR180 shares0.00%2026-03-312026-05-01

Sponsored

VEU VANGUARD INTL EQUITY INDEX F254 shares0.00%2026-03-312026-05-01

AGNC AGNC INVT CORP1.8K shares3.29%2026-03-312026-05-01

IONQ.WS IONQ INC650 shares0.00%2026-03-312026-05-01

IRM IRON MTN INC DEL177 sharesnew addition2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F345 sharesnew addition2026-03-312026-05-01

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN822 shares0.00%2026-03-312026-05-01

LEU CENTRUS ENERGY CORP100 shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR714 shares0.00%2026-03-312026-05-01

Sponsored

ABR ARBOR REALTY TRUST INC2.1K shares3.95%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L428 shares1.42%2026-03-312026-05-01

GOVT ISHARES TR716 shares0.56%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP24 shares0.00%2026-03-312026-05-01

MINT PIMCO ETF TR164 sharesnew addition2026-03-312026-05-01

DRD DRDGOLD LIMITED537 shares0.00%2026-03-312026-05-01

QAI NEW YORK LIFE INVESTMENTS ET449 sharesnew addition2026-03-312026-05-01

VALE VALE S A1.0K shares0.00%2026-03-312026-05-01

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC169 shares0.00%2026-03-312026-05-01

ENB ENBRIDGE INC264 shares0.00%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II548 shares0.00%2026-03-312026-05-01

VGSR MANAGER DIRECTED PORTFOLIOS1.4K shares0.91%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND66 shares0.00%2026-03-312026-05-01

BUFR FIRST TR EXCHNG TRADED FD VI408 shares0.00%2026-03-312026-05-01

VEGI ISHARES INC300 shares0.00%2026-03-312026-05-01

FNDA SCHWAB STRATEGIC TR418 shares0.00%2026-03-312026-05-01

Sponsored

XYL XYLEM INC109 shares0.00%2026-03-312026-05-01

CSCO CISCO SYS INC163 shares0.00%2026-03-312026-05-01

ON ON SEMICONDUCTOR CORP200 shares0.00%2026-03-312026-05-01

PRME PRIME MEDICINE INC3.7K shares0.00%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR115 shares0.00%2026-03-312026-05-01

VXF VANGUARD INDEX FDS60 shares0.00%2026-03-312026-05-01

HSBC HSBC HLDGS PLC143 shares0.00%2026-03-312026-05-01

NFLX NETFLIX INC120 sharesnew addition2026-03-312026-05-01

Sponsored

SMFG SUMITOMO MITSUI FINL GROUP I561 shares0.00%2026-03-312026-05-01

USB US BANCORP DEL213 sharesnew addition2026-03-312026-05-01

VTRS VIATRIS INC868 shares0.00%2026-03-312026-05-01

LNG CHENIERE ENERGY INC38 sharesnew addition2026-03-312026-05-01

IAGG ISHARES TR203 shares0.50%2026-03-312026-05-01

PPG PPG INDS INC101 shares0.00%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS202 shares0.00%2026-03-312026-05-01

ANIK ANIKA THERAPEUTICS INC650 sharesnew addition2026-03-312026-05-01

Sponsored

LLY ELI LILLY & CO10 sharesnew addition2026-03-312026-05-01

EQT CORP EQT CORP146 shares84.81%2026-03-312026-05-01

EXC EXELON CORP188 shares0.00%2026-03-312026-05-01

WTMF WISDOMTREE TR229 sharesnew addition2026-03-312026-05-01

AR ANTERO RESOURCES CORP200 shares0.00%2026-03-312026-05-01

SDG ISHARES TR100 shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR20 sharesnew addition2026-03-312026-05-01

MOO VANECK ETF TRUST100 shares0.00%2026-03-312026-05-01

Sponsored

VNQ VANGUARD INDEX FDS97 sharesnew addition2026-03-312026-05-01

VIAV VIAVI SOLUTIONS INC250 shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC25 sharesnew addition2026-03-312026-05-01

HLN HALEON PLC741 shares0.00%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II109 shares0.00%2026-03-312026-05-01

LUV SOUTHWEST AIRLS CO200 shares0.00%2026-03-312026-05-01

VDE VANGUARD WORLD FD46 sharesnew addition2026-03-312026-05-01

VFH VANGUARD WORLD FD60 sharesnew addition2026-03-312026-05-01

Sponsored

VHT VANGUARD WORLD FD28 sharesnew addition2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GRP IN75 shares0.00%2026-03-312026-05-01

SBSW SIBANYE STILLWATER LTD500 shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC24 shares0.00%2026-03-312026-05-01

CCL CARNIVAL CORP200 shares0.00%2026-03-312026-05-01

GEO GEO GROUP INC NEW300 shares-66.67%2026-03-312026-05-01

QUAL ISHARES TR31 sharesnew addition2026-03-312026-05-01

LOW LOWES COS INC21 shares-58.82%2026-03-312026-05-01

Sponsored

RIVN RIVIAN AUTOMOTIVE INC360 shares260.00%2026-03-312026-05-01

PWRD TCW ETF TRUST61 shares0.00%2026-03-312026-05-01

VOTE TCW ETF TRUST71 shares1.43%2026-03-312026-05-01

EDV VANGUARD WORLD FD80 shares0.00%2026-03-312026-05-01

VAW VANGUARD WORLD FD25 shares0.00%2026-03-312026-05-01

IEMG ISHARES INC70 sharesnew addition2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC50 shares-50.00%2026-03-312026-05-01

MS MORGAN STANLEY28 shares0.00%2026-03-312026-05-01

Sponsored

UWMC UWM HOLDINGS CORPORATION1.3K shares2.12%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC83 shares0.00%2026-03-312026-05-01

WMT WALMART INC33 sharesnew addition2026-03-312026-05-01

ZD ZIFF DAVIS INC105 shares0.00%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW135 shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SERVICE INC31 shares0.00%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS41 shares485.71%2026-03-312026-05-01

WMB WILLIAMS COS INC53 sharesnew addition2026-03-312026-05-01

Sponsored

ECL ECOLAB INC10 sharesnew addition2026-03-312026-05-01

NIO NIO INC400 sharesnew addition2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC14 shares0.00%2026-03-312026-05-01

DKS DICKS SPORTING GOODS INC10 shares0.00%2026-03-312026-05-01

KTB KONTOOR BRANDS INC26 shares0.00%2026-03-312026-05-01

PCG PG&E CORP100 shares0.00%2026-03-312026-05-01

ZIM ZIM INTEGRATED SHIPPING SERV50 shares0.00%2026-03-312026-05-01

CRNC CERENCE INC21 shares0.00%2026-03-312026-05-01

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I8 shares0.00%2026-03-312026-05-01

HBIO HARVARD BIOSCIENCE INC30 shares-90.00%2026-03-312026-05-01

KD KYNDRYL HLDGS INC3 shares0.00%2026-03-312026-05-01

LCID LUCID GROUP INC15 shares0.00%2026-03-312026-05-01

NUS NU SKIN ENTERPRISES INC109 shares0.00%2026-03-312026-05-01

UCO PROSHARES TR II5 shares0.00%2026-03-312026-05-01

SNAP SNAP INC20 shares0.00%2026-03-312026-05-01

VVX V2X INC6 shares0.00%2026-03-312026-05-01

Sponsored

BND VANGUARD BD INDEX FDS12 shares0.00%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC11 shares266.67%2026-03-312026-05-01

WM WASTE MGMT INC DEL1 shares0.00%2026-03-312026-05-01

DFAU

DIMENSIONAL ETF TRUST

-0.31%

Shares963.0K

Event2026-03-31

Filed2026-05-01

ESGV

VANGUARD WORLD FD

-4.64%

Shares166.6K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

-3.46%

Shares320.9K

Event2026-03-31

Filed2026-05-01

JCPB

J P MORGAN EXCHANGE TRADED F

3.76%

Shares346.0K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-0.29%

Shares31.8K

Event2026-03-31

Filed2026-05-01

USXF

ISHARES TR

-5.75%

Shares227.8K

Event2026-03-31

Filed2026-05-01

JPIB

J P MORGAN EXCHANGE TRADED F

43.72%

Shares242.6K

Event2026-03-31

Filed2026-05-01

PBFR

PGIM ROCK ETF TR

5.20%

Shares351.2K

Event2026-03-31

Filed2026-05-01

VSGX

VANGUARD WORLD FD

3.60%

Shares133.6K

Event2026-03-31

Filed2026-05-01

DFAX

DIMENSIONAL ETF TRUST

-3.99%

Shares263.3K

Event2026-03-31

Filed2026-05-01

CMF

ISHARES TR

-2.22%

Shares153.9K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

-7.28%

Shares152.2K

Event2026-03-31

Filed2026-05-01

VIGI

VANGUARD WHITEHALL FDS

-9.55%

Shares76.5K

Event2026-03-31

Filed2026-05-01

QLTY

2023 ETF SERIES TRUST II

-4.26%

Shares178.0K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.72%

Shares24.3K

Event2026-03-31

Filed2026-05-01

DIHP

DIMENSIONAL ETF TRUST

13.36%

Shares177.3K

Event2026-03-31

Filed2026-05-01

DMXF

ISHARES TR

-2.45%

Shares75.3K

Event2026-03-31

Filed2026-05-01

JIRE

J P MORGAN EXCHANGE TRADED F

-4.29%

Shares74.0K

Event2026-03-31

Filed2026-05-01

DUHP

DIMENSIONAL ETF TRUST

12.98%

Shares150.5K

Event2026-03-31

Filed2026-05-01

ACWV

ISHARES INC

-0.97%

Shares44.5K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

1.82%

Shares71.9K

Event2026-03-31

Filed2026-05-01

CGSM

CAPITAL GRP FIXED INCM ETF T

7.77%

Shares190.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL ETF TRUST

33.12%

Shares90.2K

Event2026-03-31

Filed2026-05-01

JMUB

J P MORGAN EXCHANGE TRADED F

-6.47%

Shares51.0K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

-0.62%

Shares52.8K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

1.06%

Shares4.9K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

-0.55%

Shares4.5K

Event2026-03-31

Filed2026-05-01

DFSU

DIMENSIONAL ETF TRUST

2.66%

Shares46.4K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-2.79%

Shares5.7K

Event2026-03-31

Filed2026-05-01

TDVG

T ROWE PRICE ETF INC

-2.95%

Shares41.2K

Event2026-03-31

Filed2026-05-01

VBK

VANGUARD INDEX FDS

0.38%

Shares5.7K

Event2026-03-31

Filed2026-05-01

BILZ

PIMCO ETF TR

106.19%

Shares15.1K

Event2026-03-31

Filed2026-05-01

HYXF

ISHARES TR

-5.57%

Shares29.5K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

1.57%

Shares18.5K

Event2026-03-31

Filed2026-05-01

CGHM

CAPITAL GRP FIXED INCM ETF T

-0.86%

Shares50.5K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-15.69%

Shares16.0K

Event2026-03-31

Filed2026-05-01

INMU

BLACKROCK ETF TRUST II

667.45%

Shares50.6K

Event2026-03-31

Filed2026-05-01

PYLD

PIMCO ETF TR

11.70%

Shares40.1K

Event2026-03-31

Filed2026-05-01

DFSI

DIMENSIONAL ETF TRUST

3.49%

Shares22.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

1.18%

Shares3.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-13.44%

Shares1.4K

Event2026-03-31

Filed2026-05-01

ESML

ISHARES TR

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-01

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

1.35%

Shares1.4K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-11.96%

Shares3.0K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

-2.14%

Shares1.2K

Event2026-03-31

Filed2026-05-01

EUSB

ISHARES TR

4.34%

Shares8.8K

Event2026-03-31

Filed2026-05-01

NUSA

NUSHARES ETF TR

-8.98%

Shares16.1K

Event2026-03-31

Filed2026-05-01

LNT

ALLIANT ENERGY CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

5.82%

Shares1.7K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

26.34%

Shares1.4K

Event2026-03-31

Filed2026-05-01

BMRC

BANK MARIN BANCORP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-01

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares746

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO CO NEW

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.96%

Shares1.1K

Event2026-03-31

Filed2026-05-01

SPY

SPDR S&P 500 ETF TR

0.00%

Shares357

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-44.29%

Shares1.5K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.60%

Shares333

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

0.00%

Shares582

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

0.00%

Shares807

Event2026-03-31

Filed2026-05-01

BOEING CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

BUFP

PGIM ROCK ETF TR

127.13%

Shares5.9K

Event2026-03-31

Filed2026-05-01

VISA INC

10.52%

Shares578

Event2026-03-31

Filed2026-05-01