Sponsored

The Analysis of FINANCIAL MANAGEMENT NETWORK INC's Holdings & P&L

Currently, FINANCIAL MANAGEMENT NETWORK INC holds 191 types of securities in its portfolio with a total value $653.0M. In the most recent quarter, they have increased their positions in N/A (+183.2K shares, valued at $9.6M), FBND (+34.9K shares, valued at $1.6M), CSNR (+34.8K shares, valued at $1.3M); decreased their positions in SMOT (-83.8K shares, valued at $3.0M), MOAT (-12.4K shares, valued at $1.2M), WINN (-35.0K shares, valued at $1.0M); initiated new positions in N/A (+183.2K shares, valued at $9.6M), VCSH (+13.0K shares, valued at $1.0M), AVDE (+8.9K shares, valued at $790.0K).

1M P&L

+13.1M+2.07%

3M P&L

+8.3M+1.29%

HY P&L

+43.1M+7.14%

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/A514.4M

83.5%

2Consumer Electronics17.0M

2.8%

3Semiconductors13.0M

2.1%

Top Industries by Stock Count

1N/A109 stocks

60.9%

2Semiconductors5 stocks

2.8%

3Drug Manufacturers - General4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR90.3K shares-1.26%2026-03-312026-04-17

MOAT VANECK ETF TRUST471.3K shares-2.57%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR286.2K shares2.92%2026-03-312026-04-17

IJH ISHARES TR391.2K shares-1.46%2026-03-312026-04-17

IJR ISHARES TR188.6K shares-1.78%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR233.3K shares-2.20%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS231.4K shares4.42%2026-03-312026-04-17

SMOT VANECK ETF TRUST476.2K shares-14.96%2026-03-312026-04-17

Sponsored

BINC BLACKROCK ETF TRUST II328.5K shares5.36%2026-03-312026-04-17

AAPL APPLE INC65.1K shares-3.26%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT447.7K shares1.89%2026-03-312026-04-17

AVMV AMERICAN CENTY ETF TR147.4K shares12.35%2026-03-312026-04-17

NVDA NVIDIA CORPORATION60.9K shares-4.19%2026-03-312026-04-17

AVIV AMERICAN CENTY ETF TR142.7K shares3.54%2026-03-312026-04-17

AVLV AMERICAN CENTY ETF TR124.4K shares5.88%2026-03-312026-04-17

GCOW PACER FDS TR222.5K shares-8.65%2026-03-312026-04-17

Sponsored

TXUE THORNBURG ETF TR296.6K shares4.11%2026-03-312026-04-17

ALPS ETF TR ALPS ETF TR183.2K sharesnew addition2026-03-312026-04-17

FFLG FIDELITY COVINGTON TRUST287.2K shares2.39%2026-03-312026-04-17

IVW ISHARES TR64.8K shares-5.49%2026-03-312026-04-17

VHT VANGUARD WORLD FD26.9K shares-1.91%2026-03-312026-04-17

CGSD CAPITAL GRP FIXED INCM ETF T282.0K shares4.38%2026-03-312026-04-17

FBND FIDELITY MERRIMACK STR TR158.1K shares28.33%2026-03-312026-04-17

AMZN AMAZON COM INC30.0K shares1.51%2026-03-312026-04-17

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT190.8K shares0.76%2026-03-312026-04-17

CLOI VANECK ETF TRUST129.6K shares23.17%2026-03-312026-04-17

GOVT ISHARES TR295.5K shares13.00%2026-03-312026-04-17

MSFT MICROSOFT CORP17.6K shares4.40%2026-03-312026-04-17

ALPHABET INC ALPHABET INC20.5K shares-0.03%2026-03-312026-04-17

CGCV CAPITAL GROUP CONSERVATIVE E210.5K shares7.39%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR64.8K shares-3.30%2026-03-312026-04-17

NEAR ISHARES U S ETF TR113.7K shares-6.50%2026-03-312026-04-17

Sponsored

CGGR CAPITAL GROUP GROWTH ETF134.0K shares24.04%2026-03-312026-04-17

IEI ISHARES TR47.5K shares-4.97%2026-03-312026-04-17

ALPHABET INC ALPHABET INC17.8K shares1.76%2026-03-312026-04-17

TSLA TESLA INC16.0K shares-2.05%2026-03-312026-04-17

V VISA INC17.4K shares-2.27%2026-03-312026-04-17

SHV ISHARES TR45.3K shares-10.09%2026-03-312026-04-17

STXK EA SERIES TRUST112.0K shares-1.13%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS17.4K shares-5.68%2026-03-312026-04-17

Sponsored

ARCC ARES CAPITAL CORP212.5K shares21.53%2026-03-312026-04-17

WINN HARBOR ETF TRUST129.1K shares-21.31%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F61.7K shares5.85%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR5.3K shares-2.14%2026-03-312026-04-17

CAT CATERPILLAR INC4.0K shares0.89%2026-03-312026-04-17

SHY ISHARES TR37.7K shares-1.46%2026-03-312026-04-17

STRV EA SERIES TRUST70.4K shares1.63%2026-03-312026-04-17

GLD SPDR GOLD TR7.0K shares2.29%2026-03-312026-04-17

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-17

CGCP CAPITAL GRP FIXED INCM ETF T124.7K shares3.57%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW14.1K shares-2.76%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO8.9K shares-0.38%2026-03-312026-04-17

PTNQ PACER FDS TR33.2K shares-7.35%2026-03-312026-04-17

CVX CHEVRON CORPORATION12.6K shares2.01%2026-03-312026-04-17

VTEC VANGUARD CALIF TAX FREE FDS23.0K shares4.61%2026-03-312026-04-17

CSNR COHEN & STEERS ETF TRUST59.5K shares140.76%2026-03-312026-04-17

Sponsored

BIZD VANECK ETF TRUST170.7K shares2.62%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS21.0K shares5.29%2026-03-312026-04-17

GPIX GOLDMAN SACHS ETF TR37.3K shares22.14%2026-03-312026-04-17

GPZ VANECK ETF TRUST88.3K shares26.15%2026-03-312026-04-17

COWZ PACER FDS TR29.7K shares1.84%2026-03-312026-04-17

BROADCOM INC BROADCOM INC5.0K shares0.58%2026-03-312026-04-17

IGF ISHARES TR24.8K shares39.90%2026-03-312026-04-17

HD HOME DEPOT INC4.8K shares-4.08%2026-03-312026-04-17

Sponsored

VTEI VANGUARD MUN BD FDS16.3K shares29.89%2026-03-312026-04-17

IWF ISHARES TR3.5K shares-1.63%2026-03-312026-04-17

CALI BLACKROCK ETF TRUST II30.8K shares-36.02%2026-03-312026-04-17

GCAL GOLDMAN SACHS ETF TR29.9K shares5.77%2026-03-312026-04-17

VTI VANGUARD INDEX FDS4.3K shares2.93%2026-03-312026-04-17

META META PLATFORMS INC2.2K shares-1.78%2026-03-312026-04-17

DON WISDOMTREE TR24.4K shares-22.42%2026-03-312026-04-17

KKR & CO INC KKR & CO INC13.8K shares-7.30%2026-03-312026-04-17

Sponsored

LLY ELI LILLY & CO1.3K shares4.00%2026-03-312026-04-17

EFA ISHARES TR11.8K shares11.20%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO3.7K shares-0.03%2026-03-312026-04-17

VDE VANGUARD WORLD FD7.2K shares-0.54%2026-03-312026-04-17

DRLL EA SERIES TRUST31.9K shares-0.84%2026-03-312026-04-17

SPYM SPDR SERIES TRUST14.4K shares-0.01%2026-03-312026-04-17

SDY SPDR SERIES TRUST7.5K shares-5.50%2026-03-312026-04-17

HON HONEYWELL INTL INC4.7K shares0.02%2026-03-312026-04-17

Sponsored

STXE EA SERIES TRUST25.4K shares1.19%2026-03-312026-04-17

MA MASTERCARD INCORPORATED2.1K shares-0.33%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares7.07%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC2.6K shares0.04%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS13.0K sharesnew addition2026-03-312026-04-17

SLB SLB LIMITED18.9K shares-33.49%2026-03-312026-04-17

MCD MCDONALDS CORP3.1K shares-17.95%2026-03-312026-04-17

TBLD THORNBURG INCM BUILDER OPP T44.2K shares0.32%2026-03-312026-04-17

Sponsored

IJT ISHARES TR6.2K shares-1.74%2026-03-312026-04-17

FBRT FRANKLIN BSP RLTY TR INC108.5K shares-3.17%2026-03-312026-04-17

SPMD SPDR SERIES TRUST15.1K shares-6.11%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC5.6K shares4.96%2026-03-312026-04-17

QQQI NEOS ETF TRUST16.8K shares338.87%2026-03-312026-04-17

MGK VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-04-17

AMGN AMGEN INC2.4K shares0.00%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-14.62%2026-03-312026-04-17

Sponsored

GS GOLDMAN SACHS GROUP INC881 shares10.13%2026-03-312026-04-17

AVDE AMERICAN CENTY ETF TR8.9K sharesnew addition2026-03-312026-04-17

BA BOEING CO3.6K shares-7.09%2026-03-312026-04-17

URI UNITED RENTALS INC990 shares0.00%2026-03-312026-04-17

NFLX NETFLIX INC.7.4K shares0.43%2026-03-312026-04-17

XOM EXXON MOBIL CORP4.9K shares-14.11%2026-03-312026-04-17

FUTY FIDELITY COVINGTON TRUST12.0K shares-2.44%2026-03-312026-04-17

BAC BANK AMERICA CORP13.8K shares0.07%2026-03-312026-04-17

Sponsored

ABBV ABBVIE INC3.3K shares-2.34%2026-03-312026-04-17

IWM ISHARES TR2.6K shares0.04%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS2.9K shares14.87%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR12.0K shares2.03%2026-03-312026-04-17

EW EDWARDS LIFESCIENCES CORP8.6K shares0.03%2026-03-312026-04-17

SPSM SPDR SERIES TRUST13.1K shares-7.61%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON2.7K shares0.07%2026-03-312026-04-17

ROCKET LAB CORP ROCKET LAB CORP9.5K shares-13.59%2026-03-312026-04-17

Sponsored

IWS ISHARES TR4.1K shares0.02%2026-03-312026-04-17

FBTC FIDELITY WISE ORIGIN BITCOIN9.8K shares0.00%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-15.58%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR22.4K shares0.29%2026-03-312026-04-17

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.3K shares-28.84%2026-03-312026-04-17

SHYG ISHARES TR13.2K shares-10.85%2026-03-312026-04-17

VUG VANGUARD INDEX FDS1.2K shares-3.09%2026-03-312026-04-17

USMV ISHARES TR5.6K shares-6.30%2026-03-312026-04-17

Sponsored

CGBL CAPITAL GROUP CORE BALANCED14.5K shares22.02%2026-03-312026-04-17

COHEN & STEERS ETF TRUST COHEN & STEERS ETF TRUST20.4K sharesnew addition2026-03-312026-04-17

MAC MACERICH CO23.7K shares0.29%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS7.4K shares0.38%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP494 shares21.98%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC1.1K shares-0.84%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC2.0K shares5.04%2026-03-312026-04-17

TFC TRUIST FINL CORP9.3K shares0.83%2026-03-312026-04-17

Sponsored

PEP PEPSICO INC3.0K shares13.50%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC9.7K shares61.51%2026-03-312026-04-17

AVNV AMERICAN CENTY ETF TR5.5K sharesnew addition2026-03-312026-04-17

HGER HARBOR ETF TRUST14.6K shares-11.27%2026-03-312026-04-17

IEF ISHARES TR4.7K shares124.46%2026-03-312026-04-17

UNP UNION PAC CORP1.8K shares47.84%2026-03-312026-04-17

DIS DISNEY WALT CO4.4K shares0.11%2026-03-312026-04-17

SCI SERVICE CORP INTL5.2K shares18.98%2026-03-312026-04-17

Sponsored

ESGU ISHARES TR2.8K shares-5.61%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR2.4K shares2.41%2026-03-312026-04-17

INTC INTEL CORP6.5K shares6.82%2026-03-312026-04-17

CGHM CAPITAL GRP FIXED INCM ETF T15.5K shares0.85%2026-03-312026-04-17

KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-6.91%2026-03-312026-04-17

SPYG SPDR SERIES TRUST3.7K shares-5.43%2026-03-312026-04-17

MTB M & T BK CORP1.7K shares-21.18%2026-03-312026-04-17

SMMD ISHARES TR4.7K shares-10.42%2026-03-312026-04-17

Sponsored

FDEV FIDELITY COVINGTON TRUST10.2K shares-1.77%2026-03-312026-04-17

IUSG ISHARES TR2.3K shares0.00%2026-03-312026-04-17

MEAR ISHARES U S ETF TR7.5K shares23.99%2026-03-312026-04-17

YUM YUM BRANDS INC2.2K shares0.00%2026-03-312026-04-17

SPYI NEOS ETF TRUST7.0K shares62.96%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP575 shares4.55%2026-03-312026-04-17

O REALTY INCOME CORP5.6K shares0.56%2026-03-312026-04-17

OXY OCCIDENTAL PETE CORP5.9K sharesnew addition2026-03-312026-04-17

Sponsored

ADBE ADOBE INC1.5K shares-6.30%2026-03-312026-04-17

IWN ISHARES TR1.7K shares-3.15%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-04-17

CALF PACER FDS TR7.0K shares-45.75%2026-03-312026-04-17

AGG ISHARES TR3.2K sharesnew addition2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST7.7K shares0.00%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP452 sharesnew addition2026-03-312026-04-17

ITOT ISHARES TR2.1K shares0.34%2026-03-312026-04-17

Sponsored

UNOV INNOVATOR ETFS TRUST8.0K shares-4.96%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR9.7K shares0.14%2026-03-312026-04-17

SBUX STARBUCKS CORP3.0K shares10.99%2026-03-312026-04-17

QCOM QUALCOMM INC2.3K shares0.04%2026-03-312026-04-17

COP CONOCOPHILLIPS2.4K shares-24.56%2026-03-312026-04-17

CSPF COHEN & STEERS ETF TRUST10.8K sharesnew addition2026-03-312026-04-17

QDPL PACER FDS TR6.7K shares20.70%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2026-03-312026-04-17

Sponsored

ORCL ORACLE CORP2.0K shares5.35%2026-03-312026-04-17

DE DEERE & CO436 shares0.23%2026-03-312026-04-17

RTX RTX CORPORATION1.3K shares0.08%2026-03-312026-04-17

EAGG ISHARES TR5.5K shares-3.17%2026-03-312026-04-17

WFC WELLS FARGO & CO3.0K shares-7.54%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC503 shares-1.95%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND521 shares0.19%2026-03-312026-04-17

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-04-17

Sponsored

CAIE CALAMOS ETF TR9.1K shares-16.17%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR7.1K shares0.25%2026-03-312026-04-17

DVY ISHARES TR1.5K shares4.55%2026-03-312026-04-17

IEFA ISHARES TR2.4K sharesnew addition2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L6.0K sharesnew addition2026-03-312026-04-17

HUBBELL INC HUBBELL INC421 sharesnew addition2026-03-312026-04-17

KO COCA COLA CO2.9K shares-25.81%2026-03-312026-04-17

CRM SALESFORCE INC1.3K shares-14.99%2026-03-312026-04-17

Sponsored

SCHF SCHWAB STRATEGIC TR8.5K shares0.37%2026-03-312026-04-17

ABT ABBOTT LABORATORIES2.1K shares-23.36%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR1.5K shares-20.63%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS4.2K shares0.86%2026-03-312026-04-17

VGIT VANGUARD SCOTTSDALE FDS3.5K shares0.00%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC2.9K shares-0.07%2026-03-312026-04-17

OCUL OCULAR THERAPEUTIX INC22.0K sharesnew addition2026-03-312026-04-17

IVV

ISHARES TR

-1.26%

Shares90.3K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

-2.57%

Shares471.3K

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

2.92%

Shares286.2K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-1.46%

Shares391.2K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-1.78%

Shares188.6K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

-2.20%

Shares233.3K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

4.42%

Shares231.4K

Event2026-03-31

Filed2026-04-17

SMOT

VANECK ETF TRUST

-14.96%

Shares476.2K

Event2026-03-31

Filed2026-04-17

BINC

BLACKROCK ETF TRUST II

5.36%

Shares328.5K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-3.26%

Shares65.1K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.89%

Shares447.7K

Event2026-03-31

Filed2026-04-17

AVMV

AMERICAN CENTY ETF TR

12.35%

Shares147.4K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-4.19%

Shares60.9K

Event2026-03-31

Filed2026-04-17

AVIV

AMERICAN CENTY ETF TR

3.54%

Shares142.7K

Event2026-03-31

Filed2026-04-17

AVLV

AMERICAN CENTY ETF TR

5.88%

Shares124.4K

Event2026-03-31

Filed2026-04-17

GCOW

PACER FDS TR

-8.65%

Shares222.5K

Event2026-03-31

Filed2026-04-17

TXUE

THORNBURG ETF TR

4.11%

Shares296.6K

Event2026-03-31

Filed2026-04-17

ALPS ETF TR

New

Shares183.2K

Event2026-03-31

Filed2026-04-17

FFLG

FIDELITY COVINGTON TRUST

2.39%

Shares287.2K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

-5.49%

Shares64.8K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

-1.91%

Shares26.9K

Event2026-03-31

Filed2026-04-17

CGSD

CAPITAL GRP FIXED INCM ETF T

4.38%

Shares282.0K

Event2026-03-31

Filed2026-04-17

FBND

FIDELITY MERRIMACK STR TR

28.33%

Shares158.1K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

1.51%

Shares30.0K

Event2026-03-31

Filed2026-04-17

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.76%

Shares190.8K

Event2026-03-31

Filed2026-04-17

CLOI

VANECK ETF TRUST

23.17%

Shares129.6K

Event2026-03-31

Filed2026-04-17

GOVT

ISHARES TR

13.00%

Shares295.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

4.40%

Shares17.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.03%

Shares20.5K

Event2026-03-31

Filed2026-04-17

CGCV

CAPITAL GROUP CONSERVATIVE E

7.39%

Shares210.5K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-3.30%

Shares64.8K

Event2026-03-31

Filed2026-04-17

NEAR

ISHARES U S ETF TR

-6.50%

Shares113.7K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

24.04%

Shares134.0K

Event2026-03-31

Filed2026-04-17

IEI

ISHARES TR

-4.97%

Shares47.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

1.76%

Shares17.8K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-2.05%

Shares16.0K

Event2026-03-31

Filed2026-04-17

VISA INC

-2.27%

Shares17.4K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TR

-10.09%

Shares45.3K

Event2026-03-31

Filed2026-04-17

STXK

EA SERIES TRUST

-1.13%

Shares112.0K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-5.68%

Shares17.4K

Event2026-03-31

Filed2026-04-17

ARCC

ARES CAPITAL CORP

21.53%

Shares212.5K

Event2026-03-31

Filed2026-04-17

WINN

HARBOR ETF TRUST

-21.31%

Shares129.1K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

5.85%

Shares61.7K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-2.14%

Shares5.3K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

0.89%

Shares4.0K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

-1.46%

Shares37.7K

Event2026-03-31

Filed2026-04-17

STRV

EA SERIES TRUST

1.63%

Shares70.4K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

2.29%

Shares7.0K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-17

CGCP

CAPITAL GRP FIXED INCM ETF T

3.57%

Shares124.7K

Event2026-03-31

Filed2026-04-17

SPG

SIMON PPTY GROUP INC NEW

-2.76%

Shares14.1K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-0.38%

Shares8.9K

Event2026-03-31

Filed2026-04-17

PTNQ

PACER FDS TR

-7.35%

Shares33.2K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

2.01%

Shares12.6K

Event2026-03-31

Filed2026-04-17

VTEC

VANGUARD CALIF TAX FREE FDS

4.61%

Shares23.0K

Event2026-03-31

Filed2026-04-17

CSNR

COHEN & STEERS ETF TRUST

140.76%

Shares59.5K

Event2026-03-31

Filed2026-04-17

BIZD

VANECK ETF TRUST

2.62%

Shares170.7K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

5.29%

Shares21.0K

Event2026-03-31

Filed2026-04-17

GPIX

GOLDMAN SACHS ETF TR

22.14%

Shares37.3K

Event2026-03-31

Filed2026-04-17

GPZ

VANECK ETF TRUST

26.15%

Shares88.3K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

1.84%

Shares29.7K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

0.58%

Shares5.0K

Event2026-03-31

Filed2026-04-17

IGF

ISHARES TR

39.90%

Shares24.8K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-4.08%

Shares4.8K

Event2026-03-31

Filed2026-04-17

VTEI

VANGUARD MUN BD FDS

29.89%

Shares16.3K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-1.63%

Shares3.5K

Event2026-03-31

Filed2026-04-17

CALI

BLACKROCK ETF TRUST II

-36.02%

Shares30.8K

Event2026-03-31

Filed2026-04-17

GCAL

GOLDMAN SACHS ETF TR

5.77%

Shares29.9K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

2.93%

Shares4.3K

Event2026-03-31

Filed2026-04-17