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The Analysis of Financial Engines Advisors L.L.C.'s Holdings & P&L

Currently, Financial Engines Advisors L.L.C. holds 530 types of securities in its portfolio with a total value $49.2B. In the most recent quarter, they have increased their positions in N/A (+544.4K shares, valued at $28.8M), IGIB (+505.2K shares, valued at $26.9M), IAGG (+333.0K shares, valued at $16.7M); decreased their positions in SCHF (-4.4M shares, valued at $108.5M), NANR (-1.3M shares, valued at $106.4M), IWD (-398.7K shares, valued at $85.2M); initiated new positions in ESGE (+100.1K shares, valued at $4.6M), NBTB (+29.4K shares, valued at $1.3M), JMST (+17.6K shares, valued at $899.7K).

1M P&L

+1.5B+2.79%

3M P&L

-13.3B-19.08%

HY P&L

-10.9B-16.17%

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/A51.8B

99.1%

2Software - Infrastructure55.3M

0.1%

3Consumer Electronics48.1M

0.1%

Top Industries by Stock Count

1N/A329 stocks

64.4%

2Software - Application9 stocks

1.8%

3Semiconductors8 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST81.4M shares-0.48%2026-03-312026-05-14

SPMB SPDR SERIES TRUST188.3M shares-0.24%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR152.6M shares-2.79%2026-03-312026-05-14

IGIB ISHARES TR63.7M shares0.80%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS55.8M shares-2.39%2026-03-312026-05-14

XT ISHARES TR32.4M shares-1.05%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR56.8M shares-1.96%2026-03-312026-05-14

KOMP SPDR SERIES TRUST29.6M shares-0.74%2026-03-312026-05-14

Sponsored

IWD ISHARES TR8.0M shares-4.74%2026-03-312026-05-14

SPYG SPDR SERIES TRUST17.4M shares0.66%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR48.4M shares-4.60%2026-03-312026-05-14

SPTL SPDR SERIES TRUST54.7M shares0.81%2026-03-312026-05-14

SCHK SCHWAB STRATEGIC TR43.6M shares-0.15%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F24.3M shares-0.08%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR59.9M shares-0.26%2026-03-312026-05-14

SPTI SPDR SERIES TRUST44.7M shares1.28%2026-03-312026-05-14

Sponsored

LQD ISHARES TR10.9M shares-1.26%2026-03-312026-05-14

SPSM SPDR SERIES TRUST20.7M shares-2.15%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR34.1M shares0.36%2026-03-312026-05-14

IJR ISHARES TR7.7M shares-1.29%2026-03-312026-05-14

IAGG ISHARES TR16.4M shares2.07%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS16.8M shares-1.05%2026-03-312026-05-14

IJH ISHARES TR7.9M shares-3.95%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR15.5M shares-4.13%2026-03-312026-05-14

Sponsored

IEI ISHARES TR4.2M shares-1.31%2026-03-312026-05-14

VUG VANGUARD INDEX FDS6.5M shares0.13%2026-03-312026-05-14

SPYM SPDR SERIES TRUST5.1M shares-0.33%2026-03-312026-05-14

NANR SPDR INDEX SHS FDS4.2M shares-23.02%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS3.4M shares-0.35%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.3M shares11.41%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS3.0M shares-0.41%2026-03-312026-05-14

TECB ISHARES TR4.0M shares0.43%2026-03-312026-05-14

Sponsored

EFA ISHARES TR1.5M shares-5.75%2026-03-312026-05-14

IVV ISHARES TR207.3K shares-5.22%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR4.6M shares-5.32%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR5.4M shares0.32%2026-03-312026-05-14

IJK ISHARES TR1.2M shares-6.05%2026-03-312026-05-14

MDYG SPDR SERIES TRUST1.3M shares-4.31%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST3.1M shares1.37%2026-03-312026-05-14

VTI VANGUARD INDEX FDS360.5K shares-5.79%2026-03-312026-05-14

Sponsored

SLYG SPDR SERIES TRUST1.1M shares-4.33%2026-03-312026-05-14

SLYV SPDR SERIES TRUST1.1M shares-6.64%2026-03-312026-05-14

MDYV SPDR SERIES TRUST1.2M shares-4.50%2026-03-312026-05-14

IJJ ISHARES TR625.3K shares-5.62%2026-03-312026-05-14

VCRB VANGUARD MALVERN FDS982.7K shares5.75%2026-03-312026-05-14

IWO ISHARES TR238.1K shares-6.34%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS960.0K shares-7.34%2026-03-312026-05-14

EFAV ISHARES TR768.4K shares-3.62%2026-03-312026-05-14

Sponsored

VMBS VANGUARD SCOTTSDALE FDS1.4M shares-4.48%2026-03-312026-05-14

MUB ISHARES TR579.6K shares-3.35%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR648.7K shares1.39%2026-03-312026-05-14

IVE ISHARES TR227.9K shares-1.51%2026-03-312026-05-14

AAPL APPLE INC182.4K shares3.20%2026-03-312026-05-14

VTV VANGUARD INDEX FDS226.9K shares-4.54%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II889.4K shares-2.77%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS842.6K shares-0.22%2026-03-312026-05-14

Sponsored

DFAX DIMENSIONAL ETF TRUST1.2M shares-5.47%2026-03-312026-05-14

LVHD LEGG MASON ETF INVT967.2K shares-3.27%2026-03-312026-05-14

NVDA NVIDIA CORPORATION215.5K shares1.66%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF977.6K shares24.35%2026-03-312026-05-14

MSFT MICROSOFT CORP96.0K shares1.70%2026-03-312026-05-14

AGG ISHARES TR357.0K shares-2.99%2026-03-312026-05-14

IUSV ISHARES TR344.7K shares19.28%2026-03-312026-05-14

TFI SPDR SERIES TRUST751.4K shares3.75%2026-03-312026-05-14

Sponsored

DFIC DIMENSIONAL ETF TRUST949.9K shares-1.32%2026-03-312026-05-14

IEFA ISHARES TR359.6K shares-4.17%2026-03-312026-05-14

SHM SPDR SERIES TRUST668.3K shares0.51%2026-03-312026-05-14

ALPHABET INC ALPHABET INC104.8K shares-4.86%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR49.3K shares-7.91%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T41.5K shares0.00%2026-03-312026-05-14

IVW ISHARES TR220.7K shares-0.43%2026-03-312026-05-14

AMZN AMAZON COM INC119.6K shares-2.37%2026-03-312026-05-14

Sponsored

DFAI DIMENSIONAL ETF TRUST605.6K shares47.86%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS301.4K shares0.09%2026-03-312026-05-14

VB VANGUARD INDEX FDS87.5K shares-4.78%2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST653.8K shares-2.03%2026-03-312026-05-14

MBB ISHARES TR221.3K shares12.74%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST325.7K shares-4.91%2026-03-312026-05-14

ALPHABET INC ALPHABET INC70.4K shares3.01%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST386.4K shares-6.34%2026-03-312026-05-14

Sponsored

BK BANK NEW YORK MELLON CORP151.0K shares-0.12%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN88.9K shares-10.73%2026-03-312026-05-14

SHV ISHARES TR157.0K shares3.67%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS218.4K shares-2.11%2026-03-312026-05-14

SPBO SPDR SERIES TRUST582.1K shares2.71%2026-03-312026-05-14

DFLV DIMENSIONAL ETF TRUST441.8K shares-0.84%2026-03-312026-05-14

ESGD ISHARES TR164.1K shares2.76%2026-03-312026-05-14

ABBV ABBVIE INC71.8K shares-13.88%2026-03-312026-05-14

Sponsored

SCHP SCHWAB STRATEGIC TR583.3K shares0.39%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS239.0K shares-0.65%2026-03-312026-05-14

ICSH ISHARES TR301.5K shares-3.87%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST208.5K shares4.11%2026-03-312026-05-14

IEMG ISHARES INC200.8K shares-5.19%2026-03-312026-05-14

BA BOEING CO64.4K shares1.40%2026-03-312026-05-14

VV VANGUARD INDEX FDS42.3K shares-5.49%2026-03-312026-05-14

META META PLATFORMS INC22.1K shares-3.97%2026-03-312026-05-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS20.6K shares-0.17%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.3K shares-4.10%2026-03-312026-05-14

DFSV DIMENSIONAL ETF TRUST342.0K shares2.47%2026-03-312026-05-14

EAGG ISHARES TR230.0K shares2.21%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F137.3K shares-0.10%2026-03-312026-05-14

IJT ISHARES TR67.6K shares-1.92%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST256.8K shares-1.75%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2026-03-312026-05-14

Sponsored

IBTG ISHARES TR395.7K shares-0.22%2026-03-312026-05-14

TSLA TESLA INC23.4K shares-9.31%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST116.7K shares-3.00%2026-03-312026-05-14

SUSB ISHARES TR327.6K shares-2.90%2026-03-312026-05-14

BWX SPDR SERIES TRUST374.0K shares-5.81%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS80.0K shares-13.06%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST146.2K shares-2.83%2026-03-312026-05-14

IBTH ISHARES TR342.2K shares0.60%2026-03-312026-05-14

Sponsored

KMI KINDER MORGAN INC DEL228.3K shares-3.63%2026-03-312026-05-14

USSG DBX ETF TR125.9K shares4.45%2026-03-312026-05-14

CVMC MORGAN STANLEY ETF TRUST114.2K shares3.28%2026-03-312026-05-14

IJS ISHARES TR60.5K shares-4.24%2026-03-312026-05-14

ESML ISHARES TR151.0K shares-0.57%2026-03-312026-05-14

IWM ISHARES TR27.8K shares-4.45%2026-03-312026-05-14

IBTI ISHARES TR306.1K shares2.45%2026-03-312026-05-14

DISV DIMENSIONAL ETF TRUST172.8K shares-9.21%2026-03-312026-05-14

Sponsored

ESGV VANGUARD WORLD FD59.2K shares5.58%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS77.0K shares-20.92%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO21.4K shares-4.22%2026-03-312026-05-14

SLQD ISHARES TR123.8K shares-8.48%2026-03-312026-05-14

LEGR FIRST TR EXCHANGE TRADED FD108.1K shares-22.93%2026-03-312026-05-14

EFIV SPDR SERIES TRUST98.2K shares3.94%2026-03-312026-05-14

GNMA ISHARES TR139.6K shares-7.02%2026-03-312026-05-14

NFLX NETFLIX INC.64.1K shares13.15%2026-03-312026-05-14

Sponsored

DIHP DIMENSIONAL ETF TRUST190.4K shares-5.41%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR55.0K shares-0.09%2026-03-312026-05-14

SUSC ISHARES TR262.6K shares-17.38%2026-03-312026-05-14

MINT PIMCO ETF TR60.4K shares24.79%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR235.4K shares0.78%2026-03-312026-05-14

SPMD SPDR SERIES TRUST96.5K shares-2.80%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR43.0K shares-3.87%2026-03-312026-05-14

TLH ISHARES TR54.7K shares-46.62%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC16.7K shares-2.10%2026-03-312026-05-14

GOVT ISHARES TR227.4K shares-23.17%2026-03-312026-05-14

VSAT VIASAT INC113.2K shares-7.99%2026-03-312026-05-14

IWB ISHARES TR14.3K shares-5.32%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION4.9K shares5.13%2026-03-312026-05-14

SPIP SPDR SERIES TRUST184.1K shares11.26%2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI10.0K shares-9.03%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC31.9K shares-2.56%2026-03-312026-05-14

Sponsored

IGOV ISHARES TR112.9K shares-8.74%2026-03-312026-05-14

DFGR DIMENSIONAL ETF TRUST172.2K shares-34.43%2026-03-312026-05-14

ESGE ISHARES INC100.1K sharesnew addition2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 407.4K shares-11.25%2026-03-312026-05-14

SPIB SPDR SERIES TRUST135.5K shares-7.96%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS94.2K shares-10.40%2026-03-312026-05-14

GLD SPDR GOLD TR10.4K shares-3.74%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS20.5K shares-3.37%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP25.8K shares9.70%2026-03-312026-05-14

VBK VANGUARD INDEX FDS14.5K shares-3.37%2026-03-312026-05-14

GRNB VANECK ETF TRUST177.3K shares14.12%2026-03-312026-05-14

IUSB ISHARES TR90.6K shares-9.55%2026-03-312026-05-14

VOT VANGUARD INDEX FDS16.2K shares3.70%2026-03-312026-05-14

BROADCOM INC BROADCOM INC13.5K shares1.51%2026-03-312026-05-14

TLT ISHARES TR47.3K shares1.82%2026-03-312026-05-14

WTW WILLIS TOWERS WATSON PLC LTD14.0K shares-0.40%2026-03-312026-05-14

Sponsored

IBTJ ISHARES TR184.7K shares8.81%2026-03-312026-05-14

VO VANGUARD INDEX FDS53.7K shares-3.23%2026-03-312026-05-14

BOTZ GLOBAL X FDS114.2K shares-12.82%2026-03-312026-05-14

HACK AMPLIFY ETF TR49.5K shares0.12%2026-03-312026-05-14

IWR ISHARES TR38.0K shares-3.07%2026-03-312026-05-14

IWP ISHARES TR28.6K shares-1.81%2026-03-312026-05-14

FREL FIDELITY COVINGTON TRUST134.4K shares1.25%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II15.1K shares-12.65%2026-03-312026-05-14

Sponsored

JPST J P MORGAN EXCHANGE TRADED F70.3K shares-11.03%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST104.9K shares-1.83%2026-03-312026-05-14

MDU MDU RES GROUP INC164.2K shares236.28%2026-03-312026-05-14

VTES VANGUARD WELLINGTON FD33.5K shares0.60%2026-03-312026-05-14

FLQL FRANKLIN TEMPLETON ETF TR49.5K shares-13.29%2026-03-312026-05-14

STCE SCHWAB STRATEGIC TR64.1K shares9.44%2026-03-312026-05-14

FDIG FIDELITY COVINGTON TRUST100.8K shares7.73%2026-03-312026-05-14

VTHR VANGUARD SCOTTSDALE FDS11.3K shares-12.67%2026-03-312026-05-14

Sponsored

WMT WALMART INC25.6K shares2.51%2026-03-312026-05-14

IWS ISHARES TR21.6K shares-0.05%2026-03-312026-05-14

SPYD SPDR SERIES TRUST68.3K shares0.00%2026-03-312026-05-14

CRS CARPENTER TECHNOLOGY CORP7.8K shares-20.68%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC6.0K shares-2.74%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR36.5K shares-1.02%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON12.0K shares5.05%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN14.3K shares-8.65%2026-03-312026-05-14

Sponsored

IPAY AMPLIFY ETF TR67.0K shares6.46%2026-03-312026-05-14

IWF ISHARES TR26.6K shares-11.15%2026-03-312026-05-14

VBR VANGUARD INDEX FDS12.9K shares-4.50%2026-03-312026-05-14

OTTR OTTER TAIL CORP31.9K shares4.36%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC6.5K shares-0.26%2026-03-312026-05-14

BLOK AMPLIFY ETF TR54.3K shares-0.67%2026-03-312026-05-14

CSCO CISCO SYS INC34.8K shares9.08%2026-03-312026-05-14

IWV ISHARES TR7.3K shares-2.76%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS11.0K shares-4.26%2026-03-312026-05-14

NBBK NB BANCORP INC125.7K shares6.81%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A5.4K shares-0.33%2026-03-312026-05-14

ILCG ISHARES TR27.3K shares65.38%2026-03-312026-05-14

EFG ISHARES TR23.3K shares-0.72%2026-03-312026-05-14

SDY SPDR SERIES TRUST17.8K shares4.98%2026-03-312026-05-14

YJUN FIRST TR EXCHNG TRADED FD VI100.5K shares-8.68%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T34.4K shares92.14%2026-03-312026-05-14

Sponsored

ITOT ISHARES TR17.9K shares0.41%2026-03-312026-05-14

ILCB ISHARES TR28.1K shares-0.53%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR81.7K shares2.75%2026-03-312026-05-14

VIOG VANGUARD ADMIRAL FDS INC20.1K shares-8.56%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR97.3K shares-46.50%2026-03-312026-05-14

SPTM SPDR SERIES TRUST31.5K shares17.33%2026-03-312026-05-14

LLY ELI LILLY & CO2.7K shares-13.50%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR28.7K shares3.07%2026-03-312026-05-14

Sponsored

ABT ABBOTT LABORATORIES23.4K shares-21.61%2026-03-312026-05-14

CVX CHEVRON CORPORATION11.4K shares-6.26%2026-03-312026-05-14

AXON AXON ENTERPRISE INC5.5K shares-2.55%2026-03-312026-05-14

DFNM DIMENSIONAL ETF TRUST48.4K shares0.00%2026-03-312026-05-14

ONON ON HLDG AG66.4K shares-3.93%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS15.2K shares-3.51%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE7.8K shares-7.62%2026-03-312026-05-14

CWI SPDR INDEX SHS FDS60.1K shares-0.40%2026-03-312026-05-14

Sponsored

DVA DAVITA INC14.2K shares4.77%2026-03-312026-05-14

EEM ISHARES TR37.9K shares-3.08%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC12.4K shares-4.89%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.6K shares-0.69%2026-03-312026-05-14

TIP ISHARES TR19.1K shares0.32%2026-03-312026-05-14

EFV ISHARES TR28.2K shares1.49%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS35.2K shares-6.32%2026-03-312026-05-14

VXF VANGUARD INDEX FDS10.1K shares1.85%2026-03-312026-05-14

Sponsored

AVMU AMERICAN CENTY ETF TR45.3K shares-18.36%2026-03-312026-05-14

BAC BANK AMERICA CORP42.5K shares-4.06%2026-03-312026-05-14

VXUS VANGUARD STAR FDS26.5K shares-16.56%2026-03-312026-05-14

MUNI PIMCO ETF TR38.7K shares2.85%2026-03-312026-05-14

QLD PROSHARES TR33.0K shares0.51%2026-03-312026-05-14

IBTK ISHARES TR100.8K shares4.37%2026-03-312026-05-14

VOE VANGUARD INDEX FDS10.6K shares0.60%2026-03-312026-05-14

MA MASTERCARD INCORPORATED3.9K shares-14.05%2026-03-312026-05-14

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V VISA INC6.4K shares-8.75%2026-03-312026-05-14

RY ROYAL BK CDA11.8K shares-3.17%2026-03-312026-05-14

PG PROCTER & GAMBLE CO13.1K shares-0.75%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F22.7K shares-0.40%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR37.6K shares-20.52%2026-03-312026-05-14

IBLC ISHARES TR49.6K shares7.85%2026-03-312026-05-14

NOW SERVICENOW INC17.3K shares2.57%2026-03-312026-05-14

SCHR SCHWAB STRATEGIC TR70.2K shares-20.93%2026-03-312026-05-14

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SUB ISHARES TR16.3K shares-26.13%2026-03-312026-05-14

GEV GE VERNOVA INC1.9K shares-20.61%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP2.8K shares9.74%2026-03-312026-05-14

RTX RTX CORPORATION8.7K shares-22.93%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.9K shares0.46%2026-03-312026-05-14

ETHA ISHARES ETHEREUM TR103.4K shares42.02%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR26.6K shares-5.40%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR14.7K shares-4.41%2026-03-312026-05-14

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DGRO ISHARES TR23.0K shares-1.78%2026-03-312026-05-14

BBSC J P MORGAN EXCHANGE TRADED F21.3K shares-0.55%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS22.9K shares-6.10%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR33.7K shares-7.13%2026-03-312026-05-14

SII SPROTT INC10.9K shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC16.5K shares3.97%2026-03-312026-05-14

AMGN AMGEN INC4.3K shares2.22%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC5.4K shares6.83%2026-03-312026-05-14

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ISHARES GOLD TR ISHARES GOLD TR16.4K shares-7.80%2026-03-312026-05-14

WFC WELLS FARGO & CO18.1K shares-4.91%2026-03-312026-05-14

VSDM VANGUARD MUN BD FDS18.8K shares140.58%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR8.9K shares0.07%2026-03-312026-05-14

DUSB DIMENSIONAL ETF TRUST27.9K shares-11.49%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF26.5K shares-2.63%2026-03-312026-05-14

IBMO ISHARES TR54.5K shares-7.93%2026-03-312026-05-14

IDV ISHARES TR32.7K shares-18.05%2026-03-312026-05-14

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HON HONEYWELL INTL INC6.2K shares-11.98%2026-03-312026-05-14

CAT CATERPILLAR INC1.9K shares-1.14%2026-03-312026-05-14

DON WISDOMTREE TR25.6K shares1.15%2026-03-312026-05-14

INTC INTEL CORP30.3K shares-5.61%2026-03-312026-05-14

VHT VANGUARD WORLD FD4.8K shares-1.94%2026-03-312026-05-14

PTY PIMCO CORPORATE & INCOME OPP106.0K shares8.85%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR12.6K shares0.06%2026-03-312026-05-14

NBTB NBT BANCORP INC29.4K sharesnew addition2026-03-312026-05-14

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AMT AMERICAN TOWER CORP7.1K shares-0.17%2026-03-312026-05-14

SYK STRYKER CORPORATION3.7K shares-0.24%2026-03-312026-05-14

MS MORGAN STANLEY7.5K shares-46.77%2026-03-312026-05-14

JPSE J P MORGAN EXCHANGE TRADED F23.2K shares-4.65%2026-03-312026-05-14

ALL ALLSTATE CORP5.9K shares-59.32%2026-03-312026-05-14

SBUX STARBUCKS CORP13.6K shares-3.48%2026-03-312026-05-14

DFAU DIMENSIONAL ETF TRUST26.7K shares-0.30%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS24.2K shares33.00%2026-03-312026-05-14

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EATON CORP PLC EATON CORP PLC3.4K shares28.69%2026-03-312026-05-14

VTWV VANGUARD SCOTTSDALE FDS7.2K shares-21.29%2026-03-312026-05-14

SHY ISHARES TR14.5K shares-42.52%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC23.8K shares-2.80%2026-03-312026-05-14

ORCL ORACLE CORP8.1K shares-53.02%2026-03-312026-05-14

IBTL ISHARES TR57.4K shares1.57%2026-03-312026-05-14

UNP UNION PAC CORP4.7K shares7.93%2026-03-312026-05-14

DVY ISHARES TR7.5K shares-0.57%2026-03-312026-05-14

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SCZ ISHARES TR14.3K shares-0.47%2026-03-312026-05-14

QUAL ISHARES TR5.8K shares9.45%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR22.1K shares5.16%2026-03-312026-05-14

IBMQ ISHARES TR42.8K shares-3.07%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP5.1K shares108.33%2026-03-312026-05-14

APP APPLOVIN CORP2.7K shares-35.23%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP3.8K shares0.61%2026-03-312026-05-14

MTUM ISHARES TR4.4K shares12.50%2026-03-312026-05-14

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TSM TAIWAN SEMICONDUCTOR MANUFAC3.1K shares-10.82%2026-03-312026-05-14

EMXC ISHARES INC13.2K shares-11.75%2026-03-312026-05-14

NVS NOVARTIS AG6.8K shares1.47%2026-03-312026-05-14

IBMP ISHARES TR40.4K shares-3.43%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR9.2K shares3.47%2026-03-312026-05-14

DCOR DIMENSIONAL ETF TRUST14.1K shares-26.05%2026-03-312026-05-14

VFH VANGUARD WORLD FD8.4K shares-10.52%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR20.3K shares2.09%2026-03-312026-05-14

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MERCK & CO INC MERCK & CO INC8.3K shares-1.36%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F7.2K shares-5.71%2026-03-312026-05-14

KO COCA COLA CO12.8K shares-2.48%2026-03-312026-05-14

SON SONOCO PRODS CO17.9K shares-28.65%2026-03-312026-05-14

OVV OVINTIV INC16.3K shares-13.79%2026-03-312026-05-14

CLPT CLEARPOINT NEURO INC105.0K shares0.00%2026-03-312026-05-14

EDV VANGUARD WORLD FD14.7K shares-58.08%2026-03-312026-05-14

SHYM BLACKROCK ETF TRUST II42.9K shares5.72%2026-03-312026-05-14

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VIS VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-05-14

KNF KNIFE RIVER CORP11.4K shares-3.33%2026-03-312026-05-14

ACWI ISHARES TR6.7K shares-33.22%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F17.6K sharesnew addition2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC4.4K shares-16.24%2026-03-312026-05-14

COP CONOCOPHILLIPS6.8K shares-5.57%2026-03-312026-05-14

AMAT APPLIED MATLS INC2.6K shares-10.20%2026-03-312026-05-14

SYM SYMBOTIC INC16.2K shares0.96%2026-03-312026-05-14

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GSLC GOLDMAN SACHS ETF TR6.9K shares2.60%2026-03-312026-05-14

GM GENERAL MTRS CO11.4K sharesnew addition2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR7.7K shares9.59%2026-03-312026-05-14

T AT&T INC29.0K shares-3.20%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR10.1K shares0.67%2026-03-312026-05-14

PBD INVESCO EXCH TRADED FD TR II45.7K shares-8.91%2026-03-312026-05-14

CRM SALESFORCE INC4.3K shares-17.29%2026-03-312026-05-14

DEM WISDOMTREE TR16.1K shares0.33%2026-03-312026-05-14

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XLV SELECT SECTOR SPDR TR5.4K shares-2.75%2026-03-312026-05-14

IYW ISHARES TR4.3K shares-0.23%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST23.2K shares2.32%2026-03-312026-05-14

CMCSA COMCAST CORP NEW27.0K shares-12.56%2026-03-312026-05-14

FNOV FIRST TR EXCHNG TRADED FD VI14.5K shares-1.11%2026-03-312026-05-14

BKMC BNY MELLON ETF TRUST7.0K shares4.08%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP2.9K shares-2.42%2026-03-312026-05-14

LOW LOWES COS INC3.2K shares-4.62%2026-03-312026-05-14

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VTWG VANGUARD SCOTTSDALE FDS3.3K shares-10.63%2026-03-312026-05-14

DE DEERE & CO1.3K shares-23.48%2026-03-312026-05-14

VDE VANGUARD WORLD FD4.4K shares-11.41%2026-03-312026-05-14

VFVA VANGUARD WELLINGTON FD5.5K shares-1.44%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC4.5K shares40.23%2026-03-312026-05-14

VALQ AMERICAN CENTY ETF TR11.2K shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR10.6K sharesnew addition2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS6.5K shares4.76%2026-03-312026-05-14

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GGG GRACO INC8.4K shares2.60%2026-03-312026-05-14

VGT VANGUARD WORLD FD8.2K shares97.71%2026-03-312026-05-14

ADBE ADOBE INC2.9K shares1.14%2026-03-312026-05-14

ADI ANALOG DEVICES INC2.2K shares-0.82%2026-03-312026-05-14

EBAY EBAY INC.7.6K shares-6.42%2026-03-312026-05-14

ARTY ISHARES TR14.7K shares-0.08%2026-03-312026-05-14

CVIE MORGAN STANLEY ETF TRUST9.4K shares-5.97%2026-03-312026-05-14

AMCOR PLC AMCOR PLC17.0K sharesnew addition2026-03-312026-05-14

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DDWM WISDOMTREE TR15.2K shares11.58%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP3.6K shares-48.10%2026-03-312026-05-14

MCD MCDONALDS CORP2.1K shares-13.27%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND1.4K shares1.96%2026-03-312026-05-14

VOX VANGUARD WORLD FD3.6K shares0.28%2026-03-312026-05-14

AVRE AMERICAN CENTY ETF TR14.5K shares0.00%2026-03-312026-05-14

IWY ISHARES TR2.6K shares0.63%2026-03-312026-05-14

IDEV ISHARES TR7.6K shares4.82%2026-03-312026-05-14

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IQLT ISHARES TR13.6K shares-1.04%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares19.77%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC3.8K sharesnew addition2026-03-312026-05-14

TJX TJX COS INC NEW3.9K shares-2.72%2026-03-312026-05-14

DIS DISNEY WALT CO6.3K shares-34.40%2026-03-312026-05-14

IBTM ISHARES TR26.7K shares2.66%2026-03-312026-05-14

FIX COMFORT SYS USA INC437 shares1.39%2026-03-312026-05-14

AWK AMERICAN WTR WKS CO INC NEW4.4K shares-0.25%2026-03-312026-05-14

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OEF ISHARES TR1.8K shares-14.22%2026-03-312026-05-14

IUSG ISHARES TR3.7K shares6.24%2026-03-312026-05-14

ILCV ISHARES TR6.2K shares-8.68%2026-03-312026-05-14

KKR & CO INC KKR & CO INC6.2K shares-21.60%2026-03-312026-05-14

PEP PEPSICO INC3.7K shares-6.86%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.9K shares-14.71%2026-03-312026-05-14

FUL FULLER H B CO9.1K shares10.95%2026-03-312026-05-14

PULS PGIM ETF TR11.3K shares-0.10%2026-03-312026-05-14

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TRN TRINITY INDS INC17.3K shares-0.75%2026-03-312026-05-14

PFE PFIZER INC19.7K shares21.73%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO6.4K shares2.13%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC4.7K shares-3.02%2026-03-312026-05-14

MMM 3M CO3.6K shares-31.32%2026-03-312026-05-14

COWZ PACER FDS TR8.3K shares4.13%2026-03-312026-05-14

CVS CVS HEALTH CORP7.3K shares-17.07%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares-2.70%2026-03-312026-05-14

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F FORD MTR CO44.9K shares41.26%2026-03-312026-05-14

VKTX VIKING THERAPEUTICS INC15.7K shares0.29%2026-03-312026-05-14

DAL DELTA AIR LINES INC7.6K sharesnew addition2026-03-312026-05-14

QCOM QUALCOMM INC3.9K shares-44.77%2026-03-312026-05-14

RSPT INVESCO EXCHANGE TRADED FD T11.1K shares1.15%2026-03-312026-05-14

GILD GILEAD SCIENCES INC3.6K shares8.64%2026-03-312026-05-14

FDX FEDEX CORP1.4K shares-11.96%2026-03-312026-05-14

YUM YUM BRANDS INC3.2K shares-5.34%2026-03-312026-05-14

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FNDX SCHWAB STRATEGIC TR17.6K shares19.39%2026-03-312026-05-14

TMUS T-MOBILE US INC2.3K shares2.39%2026-03-312026-05-14

VCR VANGUARD WORLD FD1.3K shares0.75%2026-03-312026-05-14

VLUE ISHARES TR3.4K shares0.00%2026-03-312026-05-14

TER TERADYNE INC1.6K shares-0.68%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC3.5K shares-3.17%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR19.4K shares-15.60%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC3.8K shares21.06%2026-03-312026-05-14

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IBTO ISHARES TR19.0K shares-15.13%2026-03-312026-05-14

IXUS ISHARES TR5.3K shares-6.10%2026-03-312026-05-14

VGLT VANGUARD SCOTTSDALE FDS8.3K shares-21.05%2026-03-312026-05-14

TXN TEXAS INSTRS INC2.4K shares-12.62%2026-03-312026-05-14

VTC VANGUARD SCOTTSDALE FDS5.9K shares-58.85%2026-03-312026-05-14

DDM PROSHARES TR8.6K shares0.30%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC1.3K shares62.12%2026-03-312026-05-14

NKE NIKE INC8.4K shares-0.04%2026-03-312026-05-14

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DNP DNP SELECT INCOME FD INC42.7K shares0.71%2026-03-312026-05-14

TMDX TRANSMEDICS GROUP INC4.4K shares0.99%2026-03-312026-05-14

QTUM ETF SER SOLUTIONS4.1K shares5.91%2026-03-312026-05-14

ISCG ISHARES TR8.0K shares-3.00%2026-03-312026-05-14

EBC EASTERN BANKSHARES INC22.0K shares0.00%2026-03-312026-05-14

VDC VANGUARD WORLD FD1.9K shares-0.32%2026-03-312026-05-14

EME EMCOR GROUP INC572 shares2.33%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC1.1K shares14.56%2026-03-312026-05-14

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ED CONSOLIDATED EDISON INC3.7K shares-1.81%2026-03-312026-05-14

PCG PG&E CORP23.7K sharesnew addition2026-03-312026-05-14

MGK VANGUARD WORLD FD5.7K shares31.70%2026-03-312026-05-14

AQST AQUESTIVE THERAPEUTICS INC97.5K shares0.00%2026-03-312026-05-14

BBBI BONDBLOXX ETF TRUST7.8K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC6.1K shares9.83%2026-03-312026-05-14

USMV ISHARES TR4.3K shares3.82%2026-03-312026-05-14

IYF ISHARES TR3.4K shares-4.16%2026-03-312026-05-14

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PGR PROGRESSIVE CORP2.0K shares-4.34%2026-03-312026-05-14

EXC EXELON CORP7.9K shares-6.80%2026-03-312026-05-14

PKW INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-03-312026-05-14

PAG PENSKE AUTOMOTIVE GRP INC2.5K shares-26.82%2026-03-312026-05-14

SPAB SPDR SERIES TRUST14.8K shares-0.23%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-10.37%2026-03-312026-05-14

SPGM SPDR INDEX SHS FDS5.0K shares-2.10%2026-03-312026-05-14

FNF FIDELITY NATL FINL INC8.1K shares0.05%2026-03-312026-05-14

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VTEC VANGUARD CALIF TAX FREE FDS3.8K sharesnew addition2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC1.3K shares-46.85%2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC3.2K shares-34.39%2026-03-312026-05-14

MOAT VANECK ETF TRUST3.8K shares0.00%2026-03-312026-05-14

CACI CACI INTL INC671 shares-1.76%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC2.8K shares1.75%2026-03-312026-05-14

PSX PHILLIPS 662.0K shares-13.36%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.4K shares-3.23%2026-03-312026-05-14

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EWJ ISHARES INC4.2K shares-5.51%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS6.1K shares-20.39%2026-03-312026-05-14

APH AMPHENOL CORP2.8K shares-9.28%2026-03-312026-05-14

IBMS ISHARES TR13.5K shares-9.46%2026-03-312026-05-14

IBMR ISHARES TR13.7K shares-8.94%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC3.0K shares0.17%2026-03-312026-05-14

ING ING GROEP N.V.13.0K shares2.02%2026-03-312026-05-14

MPC MARATHON PETE CORP1.4K shares5.15%2026-03-312026-05-14

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BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF7.4K sharesnew addition2026-03-312026-05-14

CSM PROSHARES TR4.4K shares0.00%2026-03-312026-05-14

CB CHUBB LTD SWITZ1.0K sharesnew addition2026-03-312026-05-14

UMMA LISTED FDS TR10.6K shares-0.52%2026-03-312026-05-14

NEA NUVEEN AMT FREE QLTY MUN INC28.8K shares0.00%2026-03-312026-05-14

IYC ISHARES TR3.3K shares5.50%2026-03-312026-05-14

PCAR PACCAR INC2.8K shares-4.22%2026-03-312026-05-14

USB US BANCORP6.1K shares-74.89%2026-03-312026-05-14

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ELF E L F BEAUTY INC5.3K sharesnew addition2026-03-312026-05-14

UCON FIRST TR EXCHNG TRADED FD VI12.8K shares1.55%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC883 shares1.96%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC3.2K shares1.29%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR6.9K shares-4.34%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW958 shares4.81%2026-03-312026-05-14

GTO INVESCO ACTIVELY MANAGED EXC6.6K shares1.45%2026-03-312026-05-14

HLAL LISTED FDS TR5.2K shares2.75%2026-03-312026-05-14

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FDNI FIRST TR EXCHANGE-TRADED FD11.3K shares0.00%2026-03-312026-05-14

CATH GLOBAL X FDS3.9K shares0.00%2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST4.2K shares0.00%2026-03-312026-05-14

GLW CORNING INC2.2K shares-11.42%2026-03-312026-05-14

GDX VANECK ETF TRUST3.2K shares5.89%2026-03-312026-05-14

PLD PROLOGIS INC.2.2K shares-7.79%2026-03-312026-05-14

PFF ISHARES TR9.6K shares-22.91%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.0K shares-3.84%2026-03-312026-05-14

Sponsored

URA GLOBAL X FDS6.0K shares0.00%2026-03-312026-05-14

IGM ISHARES TR2.4K shares0.00%2026-03-312026-05-14

SMH VANECK ETF TRUST756 sharesnew addition2026-03-312026-05-14

FPX FIRST TR EXCHANGE-TRADED FD1.8K shares-0.44%2026-03-312026-05-14

TOTL SSGA ACTIVE ETF TR7.1K shares0.28%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP316 shares-22.36%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC621 shares-4.90%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-14

Sponsored

VEGN ETF SER SOLUTIONS4.8K shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION4.8K shares-13.92%2026-03-312026-05-14

ESGU ISHARES TR1.9K shares0.22%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC3.6K shares-22.04%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC4.5K shares3.08%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.2K shares-28.20%2026-03-312026-05-14

KR KROGER CO3.5K shares0.20%2026-03-312026-05-14

IWX ISHARES TR2.7K shares0.00%2026-03-312026-05-14

Sponsored

EEMX SPDR INDEX SHS FDS5.7K shares-94.95%2026-03-312026-05-14

ASML ASML HLDG NV190 sharesnew addition2026-03-312026-05-14

AG FIRST MAJESTIC SILVER CORP11.7K shares-10.33%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC4.4K shares2.74%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K sharesnew addition2026-03-312026-05-14

ROBO EXCHANGE TRADED CONCEPTS TRU3.5K shares-9.96%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS3.2K shares-1.62%2026-03-312026-05-14

ARKQ ARK ETF TR2.1K shares0.00%2026-03-312026-05-14

Sponsored

ICOP ISHARES TR5.0K shares0.00%2026-03-312026-05-14

AIQ GLOBAL X FDS5.1K shares-0.65%2026-03-312026-05-14

ES EVERSOURCE ENERGY3.4K shares-12.34%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR7.2K sharesnew addition2026-03-312026-05-14

SPYV

SPDR SERIES TRUST

-0.48%

Shares81.4M

Event2026-03-31

Filed2026-05-14

SPMB

SPDR SERIES TRUST

-0.24%

Shares188.3M

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-2.79%

Shares152.6M

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

0.80%

Shares63.7M

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

-2.39%

Shares55.8M

Event2026-03-31

Filed2026-05-14

ISHARES TR

-1.05%

Shares32.4M

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-1.96%

Shares56.8M

Event2026-03-31

Filed2026-05-14

KOMP

SPDR SERIES TRUST

-0.74%

Shares29.6M

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-4.74%

Shares8.0M

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

0.66%

Shares17.4M

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-4.60%

Shares48.4M

Event2026-03-31

Filed2026-05-14

SPTL

SPDR SERIES TRUST

0.81%

Shares54.7M

Event2026-03-31

Filed2026-05-14

SCHK

SCHWAB STRATEGIC TR

-0.15%

Shares43.6M

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.08%

Shares24.3M

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB STRATEGIC TR

-0.26%

Shares59.9M

Event2026-03-31

Filed2026-05-14

SPTI

SPDR SERIES TRUST

1.28%

Shares44.7M

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

-1.26%

Shares10.9M

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

-2.15%

Shares20.7M

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.36%

Shares34.1M

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-1.29%

Shares7.7M

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

2.07%

Shares16.4M

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

-1.05%

Shares16.8M

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-3.95%

Shares7.9M

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

-4.13%

Shares15.5M

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

-1.31%

Shares4.2M

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.13%

Shares6.5M

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

-0.33%

Shares5.1M

Event2026-03-31

Filed2026-05-14

NANR

SPDR INDEX SHS FDS

-23.02%

Shares4.2M

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-0.35%

Shares3.4M

Event2026-03-31

Filed2026-05-14

PROFESIONALLY MANAGED PORTFO

11.41%

Shares5.3M

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

-0.41%

Shares3.0M

Event2026-03-31

Filed2026-05-14

TECB

ISHARES TR

0.43%

Shares4.0M

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-5.75%

Shares1.5M

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-5.22%

Shares207.3K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

-5.32%

Shares4.6M

Event2026-03-31

Filed2026-05-14

SCHZ

SCHWAB STRATEGIC TR

0.32%

Shares5.4M

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

-6.05%

Shares1.2M

Event2026-03-31

Filed2026-05-14

MDYG

SPDR SERIES TRUST

-4.31%

Shares1.3M

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

1.37%

Shares3.1M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-5.79%

Shares360.5K

Event2026-03-31

Filed2026-05-14

SLYG

SPDR SERIES TRUST

-4.33%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SLYV

SPDR SERIES TRUST

-6.64%

Shares1.1M

Event2026-03-31

Filed2026-05-14

MDYV

SPDR SERIES TRUST

-4.50%

Shares1.2M

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

-5.62%

Shares625.3K

Event2026-03-31

Filed2026-05-14

VCRB

VANGUARD MALVERN FDS

5.75%

Shares982.7K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

-6.34%

Shares238.1K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-7.34%

Shares960.0K

Event2026-03-31

Filed2026-05-14

EFAV

ISHARES TR

-3.62%

Shares768.4K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

-4.48%

Shares1.4M

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

-3.35%

Shares579.6K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

1.39%

Shares648.7K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-1.51%

Shares227.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

3.20%

Shares182.4K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-4.54%

Shares226.9K

Event2026-03-31

Filed2026-05-14

SPHD

INVESCO EXCH TRADED FD TR II

-2.77%

Shares889.4K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-0.22%

Shares842.6K

Event2026-03-31

Filed2026-05-14

DFAX

DIMENSIONAL ETF TRUST

-5.47%

Shares1.2M

Event2026-03-31

Filed2026-05-14

LVHD

LEGG MASON ETF INVT

-3.27%

Shares967.2K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

1.66%

Shares215.5K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

24.35%

Shares977.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

1.70%

Shares96.0K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-2.99%

Shares357.0K

Event2026-03-31

Filed2026-05-14

IUSV

ISHARES TR

19.28%

Shares344.7K

Event2026-03-31

Filed2026-05-14

TFI

SPDR SERIES TRUST

3.75%

Shares751.4K

Event2026-03-31

Filed2026-05-14

DFIC

DIMENSIONAL ETF TRUST

-1.32%

Shares949.9K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-4.17%

Shares359.6K

Event2026-03-31

Filed2026-05-14

SHM

SPDR SERIES TRUST

0.51%

Shares668.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-4.86%

Shares104.8K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-7.91%

Shares49.3K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares41.5K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-0.43%

Shares220.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-2.37%

Shares119.6K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

47.86%

Shares605.6K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

0.09%

Shares301.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-4.78%

Shares87.5K

Event2026-03-31

Filed2026-05-14

DFEM

DIMENSIONAL ETF TRUST

-2.03%

Shares653.8K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

12.74%

Shares221.3K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

-4.91%

Shares325.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.01%

Shares70.4K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

-6.34%

Shares386.4K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

-0.12%

Shares151.0K

Event2026-03-31

Filed2026-05-14

ODFL

OLD DOMINION FREIGHT LINE IN

-10.73%

Shares88.9K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

3.67%

Shares157.0K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

-2.11%

Shares218.4K

Event2026-03-31

Filed2026-05-14

SPBO

SPDR SERIES TRUST

2.71%

Shares582.1K

Event2026-03-31

Filed2026-05-14

DFLV

DIMENSIONAL ETF TRUST

-0.84%

Shares441.8K

Event2026-03-31

Filed2026-05-14

ESGD

ISHARES TR

2.76%

Shares164.1K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-13.88%

Shares71.8K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

0.39%

Shares583.3K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-0.65%

Shares239.0K

Event2026-03-31

Filed2026-05-14

ICSH

ISHARES TR

-3.87%

Shares301.5K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

4.11%

Shares208.5K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-5.19%

Shares200.8K

Event2026-03-31

Filed2026-05-14

BOEING CO

1.40%

Shares64.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-5.49%

Shares42.3K

Event2026-03-31

Filed2026-05-14