Sponsored

The Analysis of FINANCIAL CONSULATE, INC's Holdings & P&L

Currently, FINANCIAL CONSULATE, INC holds 1402 types of securities in its portfolio with a total value $802.6M. In the most recent quarter, they have increased their positions in SHV (+328.7K shares, valued at $36.3M), SHY (+323.3K shares, valued at $26.7M), MFUS (+187.3K shares, valued at $10.9M); decreased their positions in SCHD (-381.4K shares, valued at $11.7M), N/A (-500.0K shares, valued at $445.0K), XOM (-2.0K shares, valued at $343.2K); initiated new positions in SHV (+328.7K shares, valued at $36.3M), SHY (+323.3K shares, valued at $26.7M), N/A (+999.0K shares, valued at $920.3K).

1M P&L

+23.1M+2.80%

3M P&L

+7.5M+0.89%

HY P&L

+58.3M+7.39%

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/A673.7M

86.1%

2Consumer Electronics19.7M

2.5%

3Packaged Foods9.3M

1.2%

Top Industries by Stock Count

1N/A262 stocks

20.6%

2Banks - Regional52 stocks

4.1%

3Software - Application39 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR5.2M shares-0.19%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST2.0M shares2.54%2026-03-312026-04-21

MFDX PIMCO EQUITY SER1.7M shares1.03%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR1.9M shares1.69%2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST1.2M shares3.47%2026-03-312026-04-21

SHV ISHARES TR328.7K sharesnew addition2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS705.9K shares26.60%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST422.6K shares-0.45%2026-03-312026-04-21

Sponsored

FNDB SCHWAB STRATEGIC TR1.0M shares1.99%2026-03-312026-04-21

SHY ISHARES TR323.3K sharesnew addition2026-03-312026-04-21

FLQM FRANKLIN TEMPLETON ETF TR376.0K shares-1.10%2026-03-312026-04-21

AAPL APPLE INC77.3K shares-1.04%2026-03-312026-04-21

PULS PGIM ETF TR395.8K shares72.31%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR453.7K shares2.76%2026-03-312026-04-21

TCAF T ROWE PRICE ETF INC443.9K shares0.46%2026-03-312026-04-21

MFUS PIMCO EQUITY SER263.5K shares245.94%2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR413.5K shares-47.98%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR241.3K shares2.99%2026-03-312026-04-21

MKC MCCORMICK & CO INC183.5K shares0.04%2026-03-312026-04-21

GMF SPDR INDEX SHS FDS67.4K shares0.54%2026-03-312026-04-21

PATK PATRICK INDS INC52.6K shares0.00%2026-03-312026-04-21

SPGM SPDR INDEX SHS FDS67.1K shares49.80%2026-03-312026-04-21

NVDA NVIDIA CORPORATION27.3K shares-0.19%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS6.4K shares7.47%2026-03-312026-04-21

Sponsored

TXG 10X GENOMICS INC156.5K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP8.1K shares-2.80%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR106.9K shares-3.43%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC12.4K shares0.02%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST41.4K shares-1.23%2026-03-312026-04-21

IVV ISHARES TR4.0K shares4.69%2026-03-312026-04-21

AMZN AMAZON COM INC11.3K shares-3.69%2026-03-312026-04-21

ALPHABET INC ALPHABET INC7.8K shares6.48%2026-03-312026-04-21

Sponsored

LMT LOCKHEED MARTIN CORP3.4K shares-1.47%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.2K shares0.74%2026-03-312026-04-21

CAT CATERPILLAR INC2.3K shares1.99%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR53.1K shares-8.91%2026-03-312026-04-21

RTX RTX CORPORATION7.3K shares-7.32%2026-03-312026-04-21

VGT VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP7.7K shares-20.71%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.3K shares1.05%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO4.1K shares1.66%2026-03-312026-04-21

MA MASTERCARD INCORPORATED2.3K shares-10.39%2026-03-312026-04-21

LLY ELI LILLY & CO1.2K shares0.81%2026-03-312026-04-21

CWI SPDR INDEX SHS FDS29.6K shares-1.61%2026-03-312026-04-21

PG PROCTER & GAMBLE CO7.4K shares-2.95%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP11.2K shares0.25%2026-03-312026-04-21

ITOT ISHARES TR7.3K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares0.51%2026-03-312026-04-21

Sponsored

TSLA TESLA INC2.8K shares6.88%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP3.6K shares1.31%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC9.9K shares0.47%2026-03-312026-04-21

MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW994.0K shares0.71%2026-03-312026-04-21

FAST FASTENAL CO20.5K shares0.06%2026-03-312026-04-21

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN954.0K shares0.10%2026-03-312026-04-21

SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC999.0K sharesnew addition2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC7.6K shares-13.16%2026-03-312026-04-21

Sponsored

PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR894.0K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON3.5K shares5.04%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR28.4K shares193.56%2026-03-312026-04-21

TJX TJX COS INC NEW5.0K shares-20.80%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.8K shares1.21%2026-03-312026-04-21

MCD MCDONALDS CORP2.5K shares6.04%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR23.0K shares0.07%2026-03-312026-04-21

Sponsored

V VISA INC2.3K shares-20.96%2026-03-312026-04-21

VTI VANGUARD INDEX FDS2.1K shares2.90%2026-03-312026-04-21

HD HOME DEPOT INC2.0K shares-4.28%2026-03-312026-04-21

ABBV ABBVIE INC3.1K shares2.03%2026-03-312026-04-21

CSX CSX CORP16.0K shares0.51%2026-03-312026-04-21

DOCU DOCUSIGN INC13.8K shares-2.07%2026-03-312026-04-21

MLCI MOUNT LOGAN CAP INC175.0K shares-6.89%2026-03-312026-04-21

HPE HEWLETT PACKARD ENTERPRISE C26.3K shares-3.18%2026-03-312026-04-21

Sponsored

SNAP INC SNAP INC655.0K shares0.00%2026-03-312026-04-21

REDFIN CORP REDFIN CORP592.0K shares-3.27%2026-03-312026-04-21

EXC EXELON CORP11.6K shares2.42%2026-03-312026-04-21

META META PLATFORMS INC971 shares9.47%2026-03-312026-04-21

BANDWIDTH INC BANDWIDTH INC612.0K shares-44.96%2026-03-312026-04-21

VIS VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.1K shares1.67%2026-03-312026-04-21

T AT&T INC17.4K shares-20.46%2026-03-312026-04-21

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares4.50%2026-03-312026-04-21

PEP PEPSICO INC3.1K shares-10.73%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS9.7K shares-7.51%2026-03-312026-04-21

URI UNITED RENTALS INC636 shares0.32%2026-03-312026-04-21

IWF ISHARES TR1.0K shares-3.18%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR4.0K shares-0.66%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR18.7K shares-3.36%2026-03-312026-04-21

DHR DANAHER CORP DEL2.3K shares-30.61%2026-03-312026-04-21

Sponsored

EGY VAALCO ENERGY INC66.9K shares0.00%2026-03-312026-04-21

HEI.A HEICO CORP NEW2.0K shares-24.31%2026-03-312026-04-21

ASML ASML HLDG NV303 shares-27.86%2026-03-312026-04-21

LINDE PLC LINDE PLC793 shares0.76%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC5.4K shares-30.62%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC835 shares-12.47%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.2K shares74.16%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC2.2K shares-0.36%2026-03-312026-04-21

Sponsored

MPWR MONOLITHIC PWR SYS INC350 shares-33.71%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares47.19%2026-03-312026-04-21

SPECTRUM BRANDS INC SPECTRUM BRANDS INC378.0K shares0.00%2026-03-312026-04-21

CENCORA INC CENCORA INC1.2K shares1.55%2026-03-312026-04-21

AGG ISHARES TR3.7K shares-29.21%2026-03-312026-04-21

HON HONEYWELL INTL INC1.6K shares3.80%2026-03-312026-04-21

BE BLOOM ENERGY CORP2.6K shares0.93%2026-03-312026-04-21

SCCO SOUTHERN COPPER CORP2.0K shares1.30%2026-03-312026-04-21

Sponsored

LHX L3HARRIS TECHNOLOGIES INC999 shares0.20%2026-03-312026-04-21

VHT VANGUARD WORLD FD1.3K shares0.16%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.0K shares20.07%2026-03-312026-04-21

TDG TRANSDIGM GROUP INC294 shares-21.18%2026-03-312026-04-21

GLD SPDR GOLD TR735 shares24.58%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC373 shares0.00%2026-03-312026-04-21

WSBC WESBANCO INC9.1K shares0.00%2026-03-312026-04-21

VMC VULCAN MATLS CO1.1K shares-30.25%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.3.2K shares-13.78%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC6.1K shares0.16%2026-03-312026-04-21

AME AMETEK INC1.4K shares0.00%2026-03-312026-04-21

CBRE CBRE GROUP INC2.2K shares-23.18%2026-03-312026-04-21

IJR ISHARES TR2.4K shares-30.25%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.1K shares1.77%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.4K shares3.56%2026-03-312026-04-21

KO COCA COLA CO3.7K shares3.47%2026-03-312026-04-21

Sponsored

AXP AMERICAN EXPRESS CO890 shares-0.22%2026-03-312026-04-21

TRGP TARGA RES CORP1.1K shares5.15%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE936 shares0.75%2026-03-312026-04-21

CSCO CISCO SYS INC3.4K shares-0.41%2026-03-312026-04-21

WMT WALMART INC2.1K shares8.22%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares0.46%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.4K shares0.04%2026-03-312026-04-21

MCO MOODYS CORP579 shares-24.21%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC288 shares9.51%2026-03-312026-04-21

SPYM SPDR SERIES TRUST3.2K shares-32.65%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.4K shares2.33%2026-03-312026-04-21

TFC TRUIST FINL CORP5.1K shares0.69%2026-03-312026-04-21

WCN WASTE CONNECTIONS INC1.4K shares-32.36%2026-03-312026-04-21

RCL ROYAL CARIBBEAN GROUP834 shares2.21%2026-03-312026-04-21

INTC INTEL CORP5.2K shares23.91%2026-03-312026-04-21

ALL ALLSTATE CORP1.1K shares1.29%2026-03-312026-04-21

Sponsored

KMB KIMBERLY-CLARK CORP2.4K shares-3.81%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC1.7K shares0.53%2026-03-312026-04-21

BAC BANK AMERICA CORP4.6K shares10.52%2026-03-312026-04-21

TXT TEXTRON INC2.5K shares0.00%2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.2K shares-29.57%2026-03-312026-04-21

VPL VANGUARD INTL EQUITY INDEX F2.2K shares27.84%2026-03-312026-04-21

GWRE GUIDEWIRE SOFTWARE INC1.4K shares-3.72%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F2.6K shares25.40%2026-03-312026-04-21

Sponsored

CDNS CADENCE DESIGN SYSTEM INC749 shares-43.73%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR360 shares4.35%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS2.6K shares52.65%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS961 shares0.42%2026-03-312026-04-21

AXSM AXSOME THERAPEUTICS INC.1.2K shares0.00%2026-03-312026-04-21

IGIB ISHARES TR3.7K shares12.32%2026-03-312026-04-21

NEE NEXTERA ENERGY INC2.1K shares8.50%2026-03-312026-04-21

NOW SERVICENOW INC1.8K shares-43.11%2026-03-312026-04-21

Sponsored

WM WASTE MGMT INC DEL820 shares0.86%2026-03-312026-04-21

HSY HERSHEY CO907 shares0.33%2026-03-312026-04-21

AFL AFLAC INC1.7K shares0.35%2026-03-312026-04-21

MTB M & T BK CORP892 shares0.22%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC419 shares-33.49%2026-03-312026-04-21

ECL ECOLAB INC680 shares-37.44%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR2.9K shares1.02%2026-03-312026-04-21

MKC.V MCCORMICK & CO INC3.5K shares0.00%2026-03-312026-04-21

Sponsored

BDX BECTON DICKINSON & CO1.1K shares-0.54%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC873 sharesnew addition2026-03-312026-04-21

OHI OMEGA HEALTHCARE INVS INC3.8K shares0.00%2026-03-312026-04-21

GLRE GREENLIGHT CAP RE LTD9.7K shares0.00%2026-03-312026-04-21

ADX ADAMS DIVERSIFIED EQUITY FD7.7K shares-38.16%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO513 shares-47.38%2026-03-312026-04-21

WTS WATTS WATER TECHNOLOGIES INC550 shares0.00%2026-03-312026-04-21

IJT ISHARES TR1.1K shares0.00%2026-03-312026-04-21

Sponsored

BLACKSTONE INC BLACKSTONE INC1.3K shares0.67%2026-03-312026-04-21

CATH GLOBAL X FDS2.0K shares0.00%2026-03-312026-04-21

OMC OMNICOM GROUP INC2.0K shares2.04%2026-03-312026-04-21

DIS DISNEY WALT CO1.6K shares1.40%2026-03-312026-04-21

SLV ISHARES SILVER TR2.2K shares52.74%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD647 shares0.00%2026-03-312026-04-21

IWY ISHARES TR606 shares0.00%2026-03-312026-04-21

DE DEERE & CO260 shares4.42%2026-03-312026-04-21

Sponsored

MET METLIFE INC2.1K shares0.68%2026-03-312026-04-21

VFH VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-21

VEEV VEEVA SYS INC814 shares-53.99%2026-03-312026-04-21

SF STIFEL FINL CORP1.9K shares49.96%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS2.1K shares0.19%2026-03-312026-04-21

MUB ISHARES TR1.3K shares5971.43%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION2.4K shares-18.55%2026-03-312026-04-21

AMGN AMGEN INC374 shares7.16%2026-03-312026-04-21

Sponsored

LAMR LAMAR ADVERTISING CO1.0K shares1.27%2026-03-312026-04-21

SLYG SPDR SERIES TRUST1.4K shares-38.71%2026-03-312026-04-21

ECG EVERUS CONSTR GROUP1.1K shares0.00%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF3.3K shares6.37%2026-03-312026-04-21

FNB F N B CORP7.7K shares0.00%2026-03-312026-04-21

OEF ISHARES TR392 shares-1.01%2026-03-312026-04-21

MTG MGIC INVT CORP WIS4.7K shares0.00%2026-03-312026-04-21

MMM 3M CO857 shares-26.69%2026-03-312026-04-21

Sponsored

MGK VANGUARD WORLD FD337 shares0.00%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST2.5K shares0.00%2026-03-312026-04-21

LQD ISHARES TR1.1K shares0.00%2026-03-312026-04-21

D DOMINION ENERGY INC2.0K shares11.95%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP663 shares1.69%2026-03-312026-04-21

CRS CARPENTER TECHNOLOGY CORP300 shares0.00%2026-03-312026-04-21

LEN LENNAR CORP1.3K shares4.84%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC400 shares7.53%2026-03-312026-04-21

Sponsored

NFG NATIONAL FUEL GAS CO1.2K shares1.01%2026-03-312026-04-21

MSCI MSCI INC209 shares-28.42%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC684 shares0.00%2026-03-312026-04-21

AMAT APPLIED MATLS INC318 shares33.05%2026-03-312026-04-21

VXUS VANGUARD STAR FDS1.4K shares9.24%2026-03-312026-04-21

FSMD FIDELITY COVINGTON TRUST2.4K shares0.00%2026-03-312026-04-21

AEE AMEREN CORP970 shares0.00%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR961 shares0.00%2026-03-312026-04-21

Sponsored

SLB SLB LIMITED2.1K shares3.24%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO1.5K shares4.13%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD522 shares5.67%2026-03-312026-04-21

UHAL.B U HAUL HOLDING COMPANY2.3K shares0.00%2026-03-312026-04-21

VPU VANGUARD WORLD FD523 shares0.77%2026-03-312026-04-21

STEW SRH TOTAL RETURN FUND INC6.0K shares1.14%2026-03-312026-04-21

VUG VANGUARD INDEX FDS232 shares0.00%2026-03-312026-04-21

IAGG ISHARES TR2.0K shares0.20%2026-03-312026-04-21

Sponsored

DIA STATE STR SPDR DOW JONES IND216 shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO1.6K shares-40.15%2026-03-312026-04-21

ESGU ISHARES TR704 sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T497 shares0.00%2026-03-312026-04-21

WFC WELLS FARGO & CO1.2K shares12.29%2026-03-312026-04-21

COP CONOCOPHILLIPS716 shares-20.36%2026-03-312026-04-21

SPGI S&P GLOBAL INC222 shares-69.21%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR708 shares0.00%2026-03-312026-04-21

Sponsored

CRWD CROWDSTRIKE HLDGS INC239 shares1.70%2026-03-312026-04-21

KNSL KINSALE CAP GROUP INC271 shares-59.31%2026-03-312026-04-21

EFG ISHARES TR830 shares86.52%2026-03-312026-04-21

PSIX POWER SOLUTIONS INTL INC1.5K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC1.4K shares335.33%2026-03-312026-04-21

BA BOEING CO456 shares4.35%2026-03-312026-04-21

MGC VANGUARD WORLD FD378 shares0.00%2026-03-312026-04-21

FSLR FIRST SOLAR INC450 shares0.00%2026-03-312026-04-21

Sponsored

CPRT COPART INC2.6K shares-60.10%2026-03-312026-04-21

PCOR PROCORE TECHNOLOGIES INC1.5K shares-60.22%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP1.1K shares-21.97%2026-03-312026-04-21

ILTB ISHARES TR1.8K shares0.80%2026-03-312026-04-21

NUE NUCOR CORP501 shares-28.53%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC3.1K shares1.86%2026-03-312026-04-21

IUSV ISHARES TR818 shares0.00%2026-03-312026-04-21

AMT AMERICAN TOWER CORP483 shares10.53%2026-03-312026-04-21

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QCOM QUALCOMM INC644 shares-13.56%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND415 shares-1.19%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST2.4K shares0.00%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC708 shares9.94%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP973 shares-15.10%2026-03-312026-04-21

XEL XCEL ENERGY INC990 shares0.81%2026-03-312026-04-21

APH AMPHENOL CORP615 shares1950.00%2026-03-312026-04-21

TYL TYLER TECHNOLOGIES INC225 shares-60.11%2026-03-312026-04-21

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HWM HOWMET AEROSPACE INC329 shares4.44%2026-03-312026-04-21

ARGX ARGENX SE103 shares0.98%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP281 shares-31.96%2026-03-312026-04-21

GOVT ISHARES TR3.3K shares0.00%2026-03-312026-04-21

DON WISDOMTREE TR1.4K shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC978 shares0.00%2026-03-312026-04-21

LCII LCI INDS600 shares0.00%2026-03-312026-04-21

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC3.0K sharesnew addition2026-03-312026-04-21

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NVS NOVARTIS AG482 shares212.99%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC205 shares0.00%2026-03-312026-04-21

KGC KINROSS GOLD CORP2.4K shares353.02%2026-03-312026-04-21

WPM WHEATON PRECIOUS METALS CORP552 shares-15.08%2026-03-312026-04-21

SNPS SYNOPSYS INC182 shares-62.32%2026-03-312026-04-21

IMKTA INGLES MKTS INC800 shares0.00%2026-03-312026-04-21

LDOS LEIDOS HOLDINGS INC462 shares0.43%2026-03-312026-04-21

APP APPLOVIN CORP179 shares3.47%2026-03-312026-04-21

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NMAX NEWSMAX INC13.6K shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW779 shares-10.56%2026-03-312026-04-21

IWD ISHARES TR329 shares0.00%2026-03-312026-04-21

LOW LOWES COS INC296 shares214.89%2026-03-312026-04-21

CSGP COSTAR GROUP INC1.7K shares-48.39%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC566 shares-6.45%2026-03-312026-04-21

IVW ISHARES TR613 shares62.60%2026-03-312026-04-21

CMI CUMMINS INC127 shares1.60%2026-03-312026-04-21

Sponsored

TROW PRICE T ROWE GROUP INC757 shares-1.17%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LTD542 shares2.65%2026-03-312026-04-21

IUSG ISHARES TR438 shares0.00%2026-03-312026-04-21

ESLT ELBIT SYS LTD80 shares-32.20%2026-03-312026-04-21

EFV ISHARES TR905 sharesnew addition2026-03-312026-04-21

IVE ISHARES TR316 shares0.00%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC160 shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC401 shares17.60%2026-03-312026-04-21

Sponsored

MANH MANHATTAN ASSOCIATES INC498 shares-60.19%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T102 shares36.00%2026-03-312026-04-21

VLTO VERALTO CORP726 shares0.00%2026-03-312026-04-21

COHERENT CORP COHERENT CORP268 shares5.10%2026-03-312026-04-21

F FORD MTR CO5.5K shares8.16%2026-03-312026-04-21

TXN TEXAS INSTRS INC326 shares-78.35%2026-03-312026-04-21

LASR NLIGHT INC1.1K shares0.00%2026-03-312026-04-21

PFE PFIZER INC2.2K shares20.78%2026-03-312026-04-21

Sponsored

QLD PROSHARES TR1.0K shares-4.31%2026-03-312026-04-21

SYK STRYKER CORPORATION189 shares329.55%2026-03-312026-04-21

TECH BIO-TECHNE CORP1.2K shares-60.50%2026-03-312026-04-21

NAD NUVEEN QUALITY MUNCP INCOME5.3K shares0.00%2026-03-312026-04-21

EPI WISDOMTREE TR1.5K shares0.00%2026-03-312026-04-21

AVY AVERY DENNISON CORP354 shares-2.21%2026-03-312026-04-21

DCO DUCOMMUN INC DEL500 shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-21

Sponsored

ERIE ERIE INDTY CO236 shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS668 shares0.00%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO688 shares6.17%2026-03-312026-04-21

GLW CORNING INC429 shares32.00%2026-03-312026-04-21

KOP KOPPERS HOLDINGS INC1.5K shares0.00%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F1.0K shares17.71%2026-03-312026-04-21

PSX PHILLIPS 66313 shares-0.63%2026-03-312026-04-21

SO SOUTHERN CO591 shares1.03%2026-03-312026-04-21

Sponsored

DLTR DOLLAR TREE INC516 shares2.38%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP63 shares1.61%2026-03-312026-04-21

ARKW ARK ETF TR466 shares0.00%2026-03-312026-04-21

SXI STANDEX INTL CORP218 shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP512 shares129.60%2026-03-312026-04-21

ACNB ACNB CORP1.1K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC331 shares3.76%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS274 shares0.00%2026-03-312026-04-21

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC513 shares0.00%2026-03-312026-04-21

NMIH NMI HLDGS INC1.4K shares0.00%2026-03-312026-04-21

WDAY WORKDAY INC402 shares0.50%2026-03-312026-04-21

CNK CINEMARK HLDGS INC1.8K shares1.11%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN575 shares4.36%2026-03-312026-04-21

EMN EASTMAN CHEM CO673 shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP567 shares3.47%2026-03-312026-04-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC340 shares62.68%2026-03-312026-04-21

RPM RPM INTL INC500 shares0.00%2026-03-312026-04-21

CTVA CORTEVA INC591 shares0.68%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR603 shares-4.89%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC3.1K shares5.41%2026-03-312026-04-21

TAK TAKEDA PHARMACEUTICAL CO LTD2.6K shares238.03%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS329 shares0.00%2026-03-312026-04-21

IGLB ISHARES TR982 shares-45.29%2026-03-312026-04-21

Sponsored

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC2.1K shares1.57%2026-03-312026-04-21

ARM ARM HOLDINGS PLC320 shares0.00%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC838 shares2.95%2026-03-312026-04-21

BLDR BUILDERS FIRSTSOURCE INC585 shares17.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC185 shares13.50%2026-03-312026-04-21

RPRX ROYALTY PHARMA PLC1.0K shares-0.10%2026-03-312026-04-21

CMCSA COMCAST CORP NEW1.7K shares3.89%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY162 shares3.85%2026-03-312026-04-21

Sponsored

ROCKET LAB CORP ROCKET LAB CORP738 shares0.41%2026-03-312026-04-21

VTWO VANGUARD SCOTTSDALE FDS469 shares0.00%2026-03-312026-04-21

RDY DR REDDYS LABS LTD3.4K shares117.31%2026-03-312026-04-21

IXJ ISHARES TR495 shares0.00%2026-03-312026-04-21

EMXC ISHARES INC583 sharesnew addition2026-03-312026-04-21

MFIC MIDCAP FINANCIAL INVSTMNT CO4.1K shares2.77%2026-03-312026-04-21

SPXC SPX TECHNOLOGIES INC228 shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC452 shares1.35%2026-03-312026-04-21

Sponsored

WAT WATERS CORP150 sharesnew addition2026-03-312026-04-21

ARKQ ARK ETF TR395 shares0.00%2026-03-312026-04-21

TLT ISHARES TR506 shares0.00%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP126 shares1.61%2026-03-312026-04-21

BAH BOOZ ALLEN HAMILTON HLDG COR552 shares-60.52%2026-03-312026-04-21

MPC MARATHON PETE CORP176 shares-69.76%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE472 shares341.12%2026-03-312026-04-21

TGT TARGET CORP353 shares8.95%2026-03-312026-04-21

Sponsored

SOXX ISHARES TR127 shares0.00%2026-03-312026-04-21

GLDM WORLD GOLD TR450 shares0.00%2026-03-312026-04-21

FCBC FIRST CMNTY BANKSHARES INC V1.0K shares0.00%2026-03-312026-04-21

CDP COPT DEFENSE PROPERTIES1.3K shares0.00%2026-03-312026-04-21

HSBC HSBC HLDGS PLC495 shares184.48%2026-03-312026-04-21

CVS CVS HEALTH CORP569 shares14.03%2026-03-312026-04-21

AMTM AMENTUM HOLDINGS INC1.6K shares19.23%2026-03-312026-04-21

DIVO AMPLIFY ETF TR899 shares41.80%2026-03-312026-04-21

Sponsored

SNY SANOFI SA831 shares38.96%2026-03-312026-04-21

TOST TOAST INC1.5K shares0.53%2026-03-312026-04-21

REG REGENCY CTRS CORP526 shares0.00%2026-03-312026-04-21

SR SPIRE INC439 shares0.00%2026-03-312026-04-21

OKLO OKLO INC800 shares0.00%2026-03-312026-04-21

JOE ST JOE CO625 shares0.00%2026-03-312026-04-21

VCR VANGUARD WORLD FD109 shares0.00%2026-03-312026-04-21

IDCC INTERDIGITAL INC129 shares0.00%2026-03-312026-04-21

Sponsored

GILD GILEAD SCIENCES INC278 shares17.80%2026-03-312026-04-21

AS AMER SPORTS INC1.2K shares1.38%2026-03-312026-04-21

FDX FEDEX CORP108 shares4.85%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP590 shares17.76%2026-03-312026-04-21

ORRF ORRSTOWN FINL SVCS INC1.1K shares0.00%2026-03-312026-04-21

IYW ISHARES TR207 shares800.00%2026-03-312026-04-21

SPYV SPDR SERIES TRUST651 shares0.00%2026-03-312026-04-21

KLAC KLA CORP25 shares257.14%2026-03-312026-04-21

Sponsored

WELL WELLTOWER INC186 shares2.76%2026-03-312026-04-21

GPOR GULFPORT ENERGY CORP173 shares0.00%2026-03-312026-04-21

SGDJ SPROTT ETF TRUST423 shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC73 shares-88.77%2026-03-312026-04-21

IEMG ISHARES INC511 shares0.00%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP124 shares4.20%2026-03-312026-04-21

CME CME GROUP INC119 shares13.33%2026-03-312026-04-21

PFF ISHARES TR1.1K shares14.00%2026-03-312026-04-21

Sponsored

CCJ CAMECO CORP318 shares4.61%2026-03-312026-04-21

SHEL SHELL PLC371 shares106.11%2026-03-312026-04-21

CR CRANE COMPANY200 shares0.00%2026-03-312026-04-21

IAK ISHARES TR265 shares1.92%2026-03-312026-04-21

BHP BHP BILLITON LIMITED466 shares142.71%2026-03-312026-04-21

RNR RENAISSANCERE HLDGS LTD113 shares0.00%2026-03-312026-04-21

SNOW SNOWFLAKE INC222 shares-40.00%2026-03-312026-04-21

IOO ISHARES TR275 shares0.00%2026-03-312026-04-21

Sponsored

BNTX BIONTECH SE370 shares0.00%2026-03-312026-04-21

DHS WISDOMTREE TR295 shares0.00%2026-03-312026-04-21

SPMB SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-04-21

MYRG MYR GROUP INC114 shares0.00%2026-03-312026-04-21

NKE NIKE INC607 shares5.02%2026-03-312026-04-21

SPTL SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-04-21

SCL STEPAN CO638 shares0.79%2026-03-312026-04-21

FOX FOX CORP600 shares0.00%2026-03-312026-04-21

Sponsored

SPTI SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR600 shares0.00%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO126 shares31.25%2026-03-312026-04-21

SLVP ISHARES INC877 shares0.00%2026-03-312026-04-21

LPL LG DISPLAY CO LTD7.9K shares2375.70%2026-03-312026-04-21

PPL PPL CORP807 shares0.88%2026-03-312026-04-21

SHBI SHORE BANCSHARES INC1.6K shares0.00%2026-03-312026-04-21

ENB ENBRIDGE INC562 shares16.60%2026-03-312026-04-21

Sponsored

HTGC HERCULES CAPITAL INC2.0K shares10.84%2026-03-312026-04-21

IWS ISHARES TR207 shares0.00%2026-03-312026-04-21

NATIONAL GRID PLC NATIONAL GRID PLC355 shares33.46%2026-03-312026-04-21

WDS WOODSIDE ENERGY GROUP LTD1.3K shares200.48%2026-03-312026-04-21

GSK PLC GSK PLC540 shares58.36%2026-03-312026-04-21

SHG SHINHAN FINANCIAL GROUP CO L483 shares1050.00%2026-03-312026-04-21

CRM SALESFORCE INC158 shares-44.76%2026-03-312026-04-21

TM TOYOTA MOTOR CORP143 shares55.43%2026-03-312026-04-21

Sponsored

ORLY OREILLY AUTOMOTIVE INC318 shares0.95%2026-03-312026-04-21

COEUR MNG INC COEUR MNG INC1.6K shares5110.00%2026-03-312026-04-21

AUB ATLANTIC UN BANKSHARES CORP814 shares-39.88%2026-03-312026-04-21

EGBN EAGLE BANCORPORATION INC1.2K shares-20.26%2026-03-312026-04-21

ITA ISHARES TR132 shares0.00%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR871 shares0.35%2026-03-312026-04-21

BTI BRITISH AMERN TOB PLC487 shares114.54%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS302 shares1.00%2026-03-312026-04-21

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN3.7K shares0.00%2026-03-312026-04-21

EBAY EBAY INC.309 shares3.00%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP689 shares20.67%2026-03-312026-04-21

QBTS D-WAVE QUANTUM INC1.9K shares27.22%2026-03-312026-04-21

CB CHUBB LTD SWITZ85 shares16.44%2026-03-312026-04-21

QUAL ISHARES TR143 sharesnew addition2026-03-312026-04-21

DXCM DEXCOM INC434 shares-1.36%2026-03-312026-04-21

MFG MIZUHO FINANCIAL GROUP INC3.4K shares80.53%2026-03-312026-04-21

Sponsored

ADMA ADMA BIOLOGICS INC3.0K shares0.00%2026-03-312026-04-21

APA CORPORATION APA CORPORATION635 shares0.00%2026-03-312026-04-21

MP MP MATERIALS CORP557 shares0.00%2026-03-312026-04-21

RDN RADIAN GROUP INC808 shares0.00%2026-03-312026-04-21

EMR EMERSON ELEC CO203 shares0.00%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V134 shares30.10%2026-03-312026-04-21

GDX VANECK ETF TRUST278 shares0.00%2026-03-312026-04-21

SHOP SHOPIFY INC213 shares18.99%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP171 shares22.14%2026-03-312026-04-21

IJH ISHARES TR371 shares0.00%2026-03-312026-04-21

ASX ASE TECHNOLOGY HLDG CO LTD1.1K shares1048.00%2026-03-312026-04-21

TLH ISHARES TR246 sharesnew addition2026-03-312026-04-21

RSG REPUBLIC SVCS INC113 shares4.63%2026-03-312026-04-21

ZTS ZOETIS INC205 shares1.99%2026-03-312026-04-21

ADSK AUTODESK INC100 shares0.00%2026-03-312026-04-21

DDOG DATADOG INC202 shares-79.24%2026-03-312026-04-21

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP185 shares0.00%2026-03-312026-04-21

IMCG ISHARES TR297 shares0.00%2026-03-312026-04-21

TTEK TETRA TECH INC NEW775 shares0.00%2026-03-312026-04-21

SWKS SKYWORKS SOLUTIONS INC435 shares10.13%2026-03-312026-04-21

UNP UNION PAC CORP96 shares269.23%2026-03-312026-04-21

UUUU ENERGY FUELS INC1.3K shares-7.27%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS301 shares20.40%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL59 shares156.52%2026-03-312026-04-21

Sponsored

VOT VANGUARD INDEX FDS89 shares0.00%2026-03-312026-04-21

TER TERADYNE INC77 shares-14.44%2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW453 shares60.64%2026-03-312026-04-21

SAIC SCIENCE APPLICATIONS INTL CO240 shares0.42%2026-03-312026-04-21

COMM VISTANCE NETWORKS INC1.3K shares0.00%2026-03-312026-04-21

PLTM GRANITESHARES PLATINUM TR1.2K shares0.00%2026-03-312026-04-21

HOLX HOLOGIC INC300 shares0.00%2026-03-312026-04-21

NXT NEXTPOWER INC187 shares-6.50%2026-03-312026-04-21

Sponsored

COIN COINBASE GLOBAL INC129 shares-8.51%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP33 shares3.13%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW68 shares3.03%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION170 shares6.25%2026-03-312026-04-21

SAN BANCO SANTANDER SA2.0K shares95.83%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP82 shares-44.22%2026-03-312026-04-21

RIO RIO TINTO PLC237 shares216.00%2026-03-312026-04-21

CNQ CANADIAN NAT RES LTD MED TER450 shares25.00%2026-03-312026-04-21

Sponsored

HST HOST HOTELS & RESORTS INC1.1K shares0.00%2026-03-312026-04-21

AYI ACUITY INC75 shares0.00%2026-03-312026-04-21

IONQ IONQ INC727 shares55.34%2026-03-312026-04-21

CINF CINCINNATI FINL CORP133 shares0.00%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC356 sharesnew addition2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP587 shares104.53%2026-03-312026-04-21

AB ALLIANCEBERNSTEIN HLDG L P554 shares2.59%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC183 shares8.93%2026-03-312026-04-21

Sponsored

EME EMCOR GROUP INC28 shares0.00%2026-03-312026-04-21

TMUS T-MOBILE US INC98 shares27.27%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR446 shares0.68%2026-03-312026-04-21

PAAS PAN AMERN SILVER CORP374 shares24.67%2026-03-312026-04-21

USMV ISHARES TR220 shares228.36%2026-03-312026-04-21

INTU INTUIT47 shares-91.00%2026-03-312026-04-21

PLD PROLOGIS INC.153 shares4.08%2026-03-312026-04-21

OUSTER INC OUSTER INC1.1K shares0.00%2026-03-312026-04-21

Sponsored

USB US BANCORP384 shares-0.52%2026-03-312026-04-21

KARO KAROOOOO LTD400 sharesnew addition2026-03-312026-04-21

UAA UNDER ARMOUR INC3.3K shares-10.68%2026-03-312026-04-21

PBA PEMBINA PIPELINE CORP440 shares3.53%2026-03-312026-04-21

ING ING GROEP N.V.752 shares26.81%2026-03-312026-04-21

SPHD INVESCO EXCH TRADED FD TR II390 shares0.00%2026-03-312026-04-21

MT ARCELORMITTAL SA LUXEMBOURG367 shares43.92%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN322 shares0.00%2026-03-312026-04-21

Sponsored

AIQ GLOBAL X FDS407 shares0.00%2026-03-312026-04-21

WTAI WISDOMTREE TR672 sharesnew addition2026-03-312026-04-21

NGS NATURAL GAS SVCS GROUP INC500 shares0.00%2026-03-312026-04-21

REET ISHARES TR750 shares0.00%2026-03-312026-04-21

SCHX

SCHWAB STRATEGIC TR

-0.19%

Shares5.2M

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

2.54%

Shares2.0M

Event2026-03-31

Filed2026-04-21

MFDX

PIMCO EQUITY SER

1.03%

Shares1.7M

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

1.69%

Shares1.9M

Event2026-03-31

Filed2026-04-21

DIHP

DIMENSIONAL ETF TRUST

3.47%

Shares1.2M

Event2026-03-31

Filed2026-04-21

SHV

ISHARES TR

New

Shares328.7K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

26.60%

Shares705.9K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

-0.45%

Shares422.6K

Event2026-03-31

Filed2026-04-21

FNDB

SCHWAB STRATEGIC TR

1.99%

Shares1.0M

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

New

Shares323.3K

Event2026-03-31

Filed2026-04-21

FLQM

FRANKLIN TEMPLETON ETF TR

-1.10%

Shares376.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.04%

Shares77.3K

Event2026-03-31

Filed2026-04-21

PULS

PGIM ETF TR

72.31%

Shares395.8K

Event2026-03-31

Filed2026-04-21

FNDE

SCHWAB STRATEGIC TR

2.76%

Shares453.7K

Event2026-03-31

Filed2026-04-21

TCAF

T ROWE PRICE ETF INC

0.46%

Shares443.9K

Event2026-03-31

Filed2026-04-21

MFUS

PIMCO EQUITY SER

245.94%

Shares263.5K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-47.98%

Shares413.5K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

2.99%

Shares241.3K

Event2026-03-31

Filed2026-04-21

MKC

MCCORMICK & CO INC

0.04%

Shares183.5K

Event2026-03-31

Filed2026-04-21

GMF

SPDR INDEX SHS FDS

0.54%

Shares67.4K

Event2026-03-31

Filed2026-04-21

PATK

PATRICK INDS INC

0.00%

Shares52.6K

Event2026-03-31

Filed2026-04-21

SPGM

SPDR INDEX SHS FDS

49.80%

Shares67.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.19%

Shares27.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

7.47%

Shares6.4K

Event2026-03-31

Filed2026-04-21

TXG

10X GENOMICS INC

0.00%

Shares156.5K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-2.80%

Shares8.1K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

-3.43%

Shares106.9K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

0.02%

Shares12.4K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

-1.23%

Shares41.4K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

4.69%

Shares4.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-3.69%

Shares11.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

6.48%

Shares7.8K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-1.47%

Shares3.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.74%

Shares6.2K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

1.99%

Shares2.3K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

-8.91%

Shares53.1K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-7.32%

Shares7.3K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-20.71%

Shares7.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

1.05%

Shares1.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

1.66%

Shares4.1K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

-10.39%

Shares2.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.81%

Shares1.2K

Event2026-03-31

Filed2026-04-21

CWI

SPDR INDEX SHS FDS

-1.61%

Shares29.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-2.95%

Shares7.4K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

0.25%

Shares11.2K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.51%

Shares2.2K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

6.88%

Shares2.8K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

1.31%

Shares3.6K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

0.47%

Shares9.9K

Event2026-03-31

Filed2026-04-21

MGP INGREDIENTS INC NEW

0.71%

Shares994.0K

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL CO

0.06%

Shares20.5K

Event2026-03-31

Filed2026-04-21

BLACKSTONE MORTGAGE TRUST IN

0.10%

Shares954.0K

Event2026-03-31

Filed2026-04-21

SAREPTA THERAPEUTICS INC

New

Shares999.0K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-13.16%

Shares7.6K

Event2026-03-31

Filed2026-04-21

PEBBLEBROOK HOTEL TR

0.00%

Shares894.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

5.04%

Shares3.5K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

193.56%

Shares28.4K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-20.80%

Shares5.0K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

1.21%

Shares3.8K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

6.04%

Shares2.5K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

0.07%

Shares23.0K

Event2026-03-31

Filed2026-04-21

VISA INC

-20.96%

Shares2.3K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

2.90%

Shares2.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-4.28%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

2.03%

Shares3.1K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

0.51%

Shares16.0K

Event2026-03-31

Filed2026-04-21

DOCU

DOCUSIGN INC

-2.07%

Shares13.8K

Event2026-03-31

Filed2026-04-21

MLCI

MOUNT LOGAN CAP INC

-6.89%

Shares175.0K

Event2026-03-31

Filed2026-04-21

HPE

HEWLETT PACKARD ENTERPRISE C

-3.18%

Shares26.3K

Event2026-03-31

Filed2026-04-21

SNAP INC

0.00%

Shares655.0K

Event2026-03-31

Filed2026-04-21

REDFIN CORP

-3.27%

Shares592.0K

Event2026-03-31

Filed2026-04-21

EXC

EXELON CORP

2.42%

Shares11.6K

Event2026-03-31

Filed2026-04-21