Sponsored

The Analysis of Finley Financial, LLC's Holdings & P&L

Currently, Finley Financial, LLC holds 107 types of securities in its portfolio with a total value $213.6M. In the most recent quarter, they have increased their positions in IXUS (+21.5K shares, valued at $1.9M), SGOV (+6.0K shares, valued at $599.4K), EEM (+8.3K shares, valued at $470.7K); decreased their positions in IYF (-18.1K shares, valued at $2.1M), IWV (-1.1K shares, valued at $404.4K), IYY (-970 shares, valued at $153.7K); initiated new positions in CQQQ (+1.3K shares, valued at $59.8K), IGV (+500 shares, valued at $40.0K), BIRD (+10.0K shares, valued at $30.1K).

1M P&L

-32.8M-12.60%

3M P&L

-26.4M-10.38%

HY P&L

-13.1M-5.43%

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/A198.1M

99.2%

2Internet Retail416.5K

0.2%

3Integrated Freight & Logistics258.3K

0.1%

Top Industries by Stock Count

1N/A88 stocks

83.8%

2Semiconductors2 stocks

1.9%

3Packaged Foods2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWV ISHARES RUSSELL 3000 ETF70.7K shares-1.52%2026-03-312026-04-23

IWM ISHARES RUSSELL 2000 ETF88.3K shares-0.10%2026-03-312026-04-23

IXUS ISHARES TR CORE MSCI TOTAL229.4K shares10.33%2026-03-312026-04-23

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 124.0K shares-0.97%2026-03-312026-04-23

IJH ISHARES CORE S&P MID-CAP ETF196.0K shares1.79%2026-03-312026-04-23

EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS227.6K shares3.78%2026-03-312026-04-23

IWF ISHARES TR RUS 1000 GRW ETF30.1K shares0.55%2026-03-312026-04-23

IYW ISHARES US TECHNOLOGY ETF61.6K shares1.02%2026-03-312026-04-23

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF35.3K shares-1.64%2026-03-312026-04-23

EZU ISHARES MSCI EUROZONE ETF82.6K shares0.16%2026-03-312026-04-23

IWC ISHARES TR MICRO-CAP ETF32.3K shares-0.62%2026-03-312026-04-23

IYF ISHARES US FINANCIALS ETF40.4K shares-30.95%2026-03-312026-04-23

IWO ISHARES TR RUS 2000 GRW ETF13.6K shares-0.73%2026-03-312026-04-23

IWR ISHARES TR RUS MID CAP ETF31.5K shares0.00%2026-03-312026-04-23

IWN ISHARES RUSSELL 2000 VALUE ETF15.5K shares0.00%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF21.4K shares0.00%2026-03-312026-04-23

Sponsored

IYY ISHARES DOW JONES US ETF15.0K shares-6.07%2026-03-312026-04-23

SGOV ISHARES TR 0-3 MNTH TREASRY23.1K shares34.69%2026-03-312026-04-23

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS3.6K shares0.00%2026-03-312026-04-23

OEF ISHARES S&P 100 ETF6.6K shares-0.53%2026-03-312026-04-23

IVE ISHARES S&P 500 VALUE ETF8.8K shares0.00%2026-03-312026-04-23

IVW ISHARES S&P 500 GROWTH ETF16.4K shares0.00%2026-03-312026-04-23

IWB ISHARES RUSSELL 1000 INDEX FUND5.0K shares0.00%2026-03-312026-04-23

ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF11.3K shares0.00%2026-03-312026-04-23

Sponsored

IJK ISHARES S&P MID-CAP 400 GROWTH ETF15.0K shares0.00%2026-03-312026-04-23

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF21.4K shares0.00%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF22.6K shares0.00%2026-03-312026-04-23

IEFA ISHARES TRUST CORE MSCI EAFE ETF12.8K shares0.00%2026-03-312026-04-23

SOXX ISHARES TR ISHARES SEMICDTR3.3K shares0.00%2026-03-312026-04-23

EUSA ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD10.6K shares7.10%2026-03-312026-04-23

IJJ ISHARES S&P MID-CAP 400 VALUE ETF7.8K shares0.00%2026-03-312026-04-23

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF7.6K shares0.00%2026-03-312026-04-23

Sponsored

ILF ISHARES S & P LATIN AMERICA 40 INDEX FUND27.7K shares4.81%2026-03-312026-04-23

IYR ISHARES US REAL ESTATE ETF9.8K shares-7.89%2026-03-312026-04-23

AGG ISHARES CORE US AGGREGATE BOND ETF8.9K shares0.00%2026-03-312026-04-23

IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF6.1K shares0.00%2026-03-312026-04-23

IEV ISHARES EUROPE ETF12.7K shares5.95%2026-03-312026-04-23

IAGG ISHARES INTL AGGREGATE BOND15.4K shares0.00%2026-03-312026-04-23

AAXJ ISHARES TR MSCI AC ASIA ETF7.4K shares-0.80%2026-03-312026-04-23

FXI ISHARES CHINA LARGE-CAP ETF19.2K shares1.48%2026-03-312026-04-23

Sponsored

DSI ISHARES TRUST ESG MSCI KLD 400 ETF5.3K shares0.00%2026-03-312026-04-23

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.3K shares0.00%2026-03-312026-04-23

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF5.3K shares-17.08%2026-03-312026-04-23

IJR ISHARES CORE S&P SMALL-CAP E4.7K shares0.00%2026-03-312026-04-23

IYH ISHARES US HEALTHCARE ETF9.1K shares-12.68%2026-03-312026-04-23

SPY STATE STREET SPDR S&P 500 ETF UNITS861 shares0.00%2026-03-312026-04-23

IWS ISHARES RUSSELL MID-CAP VALUE ETF3.6K shares0.00%2026-03-312026-04-23

IVV ISHARES CORE S&P 500 ETF755 shares0.00%2026-03-312026-04-23

Sponsored

IWP ISHARES TR RUS MD CP GR ETF3.3K shares-14.06%2026-03-312026-04-23

AMZN AMAZON.COM INC2.0K shares0.00%2026-03-312026-04-23

ESGU ISHARES TR ESG AWARE MSCI USA ETF2.9K shares0.00%2026-03-312026-04-23

INDY ISHARES TR INDIA 50 ETF8.9K shares-3.68%2026-03-312026-04-23

EAGG ISHARES TR ESG AWR US AGRGT7.4K shares0.00%2026-03-312026-04-23

EWJ ISHARES INC MSCI JPN ETF NEW4.1K shares6.17%2026-03-312026-04-23

HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND6.6K shares0.00%2026-03-312026-04-23

INDA ISHARES TRUST ISHARES MSCI INDIA ETF USD6.6K shares155.19%2026-03-312026-04-23

Sponsored

EMB ISHARES TR JP MOR EM MK ETF3.2K shares0.00%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.0K shares0.00%2026-03-312026-04-23

USRT ISHARES TR CRE U S REIT ETF4.8K shares0.00%2026-03-312026-04-23

UPS UNITED PARCEL SERVICE INC CL B2.6K shares0.00%2026-03-312026-04-23

SUSC ISHARES TR ESG AWRE USD ETF10.8K shares0.00%2026-03-312026-04-23

ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF5.0K shares0.00%2026-03-312026-04-23

EWU ISHARES TR MSCI UK ETF NEW5.0K shares0.00%2026-03-312026-04-23

LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF1.9K shares0.00%2026-03-312026-04-23

Sponsored

IUSG ISHARES CORE S&P US GROWTH ETF1.2K shares0.00%2026-03-312026-04-23

KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF2.3K shares0.00%2026-03-312026-04-23

ESGD ISHARES TR ESG AW MSCI EAFE1.8K shares0.00%2026-03-312026-04-23

IAT ISHARES TR US REGNL BKS ETF3.0K shares0.00%2026-03-312026-04-23

SUSB ISHARES TR ESG AWRE 1 5 YR6.2K shares0.00%2026-03-312026-04-23

VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF405 shares0.00%2026-03-312026-04-23

CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.000051.4K shares0.00%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF790 shares0.00%2026-03-312026-04-23

Sponsored

SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF1.5K shares-51.19%2026-03-312026-04-23

IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF2.7K shares0.00%2026-03-312026-04-23

AIA ISHARES TR ASIA 50 ETF1.2K shares0.00%2026-03-312026-04-23

EWT ISHARES MSCI TAIWAN ETF1.7K shares0.00%2026-03-312026-04-23

EWZ ISHARES MSCI BRAZIL ETF3.2K shares0.00%2026-03-312026-04-23

IBB ISHARES TR ISHARES BIOTECH675 shares0.00%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.0K shares0.00%2026-03-312026-04-23

MCD MCDONALD S CORP361 shares0.00%2026-03-312026-04-23

Sponsored

DVY ISHARES SELECT DIVIDEND ETF730 shares0.00%2026-03-312026-04-23

ESGE ISHARES INC ESG AWR MSCI EM2.4K shares0.00%2026-03-312026-04-23

IEF ISHARES TR 7-10 YR TRSY BD1.1K shares0.00%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625194 shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP COM USD0.0011.0K shares0.00%2026-03-312026-04-23

TLT ISHARES TR 20 YR TR BD ETF1.0K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW400 shares0.00%2026-03-312026-04-23

XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF945 shares0.00%2026-03-312026-04-23

Sponsored

WMT WALMART INC COM609 shares0.00%2026-03-312026-04-23

IEUR ISHARES CORE MSCI EUROPE ETF1.0K shares0.00%2026-03-312026-04-23

SCZ ISHARES TR EAFE SML CP ETF900 shares200.00%2026-03-312026-04-23

IUSV ISHARES CORE S&P US VALUE ETF640 shares0.00%2026-03-312026-04-23

CQQQ INVESCO EXCH TRADED FD TR II CHINA TECHNLGY1.3K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP400 shares0.00%2026-03-312026-04-23

INTC INTEL CORP COM USD0.0011.3K shares0.00%2026-03-312026-04-23

SMIN ISHARES TR MSCI INDIA SM CP930 shares210.00%2026-03-312026-04-23

Sponsored

F FORD MTR CO DEL COM4.7K shares0.00%2026-03-312026-04-23

LSF LAIRD SUPERFOOD INC COM STK25.0K shares0.00%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR US MID-CAP ETF1.7K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC145 shares0.00%2026-03-312026-04-23

IGV ISHARES TR EXPANDED TECH500 sharesnew addition2026-03-312026-04-23

XT ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF500 shares0.00%2026-03-312026-04-23

BIRD ALLBIRDS INC CL A NEW10.0K sharesnew addition2026-03-312026-04-23

JNJ JOHNSON &JOHNSON COM104 shares0.00%2026-03-312026-04-23

Sponsored

TOST TOAST INC CL A469 shares0.00%2026-03-312026-04-23

MKC MCCORMICK &COMPANY INC COM NPV224 shares0.00%2026-03-312026-04-23

NU NU HOLDINGS LTD USD0.000006666666 CLASS A771 shares0.00%2026-03-312026-04-23

IWV

ISHARES RUSSELL 3000 ETF

-1.52%

Shares70.7K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES RUSSELL 2000 ETF

-0.10%

Shares88.3K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR CORE MSCI TOTAL

10.33%

Shares229.4K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR UNIT SER 1

-0.97%

Shares24.0K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES CORE S&P MID-CAP ETF

1.79%

Shares196.0K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

3.78%

Shares227.6K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR RUS 1000 GRW ETF

0.55%

Shares30.1K

Event2026-03-31

Filed2026-04-23

IYW

ISHARES US TECHNOLOGY ETF

1.02%

Shares61.6K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES RUSSELL 1000 VALUE ETF

-1.64%

Shares35.3K

Event2026-03-31

Filed2026-04-23

EZU

ISHARES MSCI EUROZONE ETF

0.16%

Shares82.6K

Event2026-03-31

Filed2026-04-23

IWC

ISHARES TR MICRO-CAP ETF

-0.62%

Shares32.3K

Event2026-03-31

Filed2026-04-23

IYF

ISHARES US FINANCIALS ETF

-30.95%

Shares40.4K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR RUS 2000 GRW ETF

-0.73%

Shares13.6K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR RUS MID CAP ETF

0.00%

Shares31.5K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-23

IYY

ISHARES DOW JONES US ETF

-6.07%

Shares15.0K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR 0-3 MNTH TREASRY

34.69%

Shares23.1K

Event2026-03-31

Filed2026-04-23

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

OEF

ISHARES S&P 100 ETF

-0.53%

Shares6.6K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES RUSSELL 1000 INDEX FUND

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES CORE S&P TOTAL US STOCK MARKET ETF

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF

0.00%

Shares22.6K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TRUST CORE MSCI EAFE ETF

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-23

SOXX

ISHARES TR ISHARES SEMICDTR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

EUSA

ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD

7.10%

Shares10.6K

Event2026-03-31

Filed2026-04-23

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-23

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-23

ILF

ISHARES S & P LATIN AMERICA 40 INDEX FUND

4.81%

Shares27.7K

Event2026-03-31

Filed2026-04-23

IYR

ISHARES US REAL ESTATE ETF

-7.89%

Shares9.8K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES CORE US AGGREGATE BOND ETF

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES TR S&P SMALL CAP 600 GROWTH ETF

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-23

IEV

ISHARES EUROPE ETF

5.95%

Shares12.7K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES INTL AGGREGATE BOND

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-23

AAXJ

ISHARES TR MSCI AC ASIA ETF

-0.80%

Shares7.4K

Event2026-03-31

Filed2026-04-23

FXI

ISHARES CHINA LARGE-CAP ETF

1.48%

Shares19.2K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TRUST ESG MSCI KLD 400 ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-17.08%

Shares5.3K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES CORE S&P SMALL-CAP E

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

IYH

ISHARES US HEALTHCARE ETF

-12.68%

Shares9.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STREET SPDR S&P 500 ETF UNITS

0.00%

Shares861

Event2026-03-31

Filed2026-04-23

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES CORE S&P 500 ETF

0.00%

Shares755

Event2026-03-31

Filed2026-04-23

IWP

ISHARES TR RUS MD CP GR ETF

-14.06%

Shares3.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON.COM INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

ESGU

ISHARES TR ESG AWARE MSCI USA ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

INDY

ISHARES TR INDIA 50 ETF

-3.68%

Shares8.9K

Event2026-03-31

Filed2026-04-23

EAGG

ISHARES TR ESG AWR US AGRGT

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-23

EWJ

ISHARES INC MSCI JPN ETF NEW

6.17%

Shares4.1K

Event2026-03-31

Filed2026-04-23

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-23

INDA

ISHARES TRUST ISHARES MSCI INDIA ETF USD

155.19%

Shares6.6K

Event2026-03-31

Filed2026-04-23

EMB

ISHARES TR JP MOR EM MK ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

USRT

ISHARES TR CRE U S REIT ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SERVICE INC CL B

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

SUSC

ISHARES TR ESG AWRE USD ETF

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-23

ESML

ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

EWU

ISHARES TR MSCI UK ETF NEW

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

LQD

ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

IUSG

ISHARES CORE S&P US GROWTH ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

KBWB

INVESCO EXCH TRADED FD TR II KBW BK ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR ESG AW MSCI EAFE

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

IAT

ISHARES TR US REGNL BKS ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SUSB

ISHARES TR ESG AWRE 1 5 YR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

0.00%

Shares405

Event2026-03-31

Filed2026-04-23

CRDO

CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares790

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TRUST 1-3 YEAR TREASURY BOND ETF

-51.19%

Shares1.5K

Event2026-03-31

Filed2026-04-23

IUSB

ISHARES TRUST CORE UNIVERSAL USD BOND ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

AIA

ISHARES TR ASIA 50 ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

EWT

ISHARES MSCI TAIWAN ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

EWZ

ISHARES MSCI BRAZIL ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

IBB

ISHARES TR ISHARES BIOTECH

0.00%

Shares675

Event2026-03-31

Filed2026-04-23

XLY

SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALD S CORP

0.00%

Shares361

Event2026-03-31

Filed2026-04-23

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares730

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC ESG AWR MSCI EM

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR 7-10 YR TRSY BD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

SPOT

SPOTIFY TECHNOLOGY S.A. COM EUR0.000625

0.00%

Shares194

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP COM USD0.001

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

TLT

ISHARES TR 20 YR TR BD ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP COM NEW

0.00%

Shares400

Event2026-03-31

Filed2026-04-23

XLP

SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.00%

Shares945

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC COM

0.00%

Shares609

Event2026-03-31

Filed2026-04-23

IEUR

ISHARES CORE MSCI EUROPE ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

SCZ

ISHARES TR EAFE SML CP ETF

200.00%

Shares900

Event2026-03-31

Filed2026-04-23

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares640

Event2026-03-31

Filed2026-04-23

CQQQ

INVESCO EXCH TRADED FD TR II CHINA TECHNLGY

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP COM USD0.001

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SMIN

ISHARES TR MSCI INDIA SM CP

210.00%

Shares930

Event2026-03-31

Filed2026-04-23

FORD MTR CO DEL COM

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

LSF

LAIRD SUPERFOOD INC COM STK

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR US MID-CAP ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

0.00%

Shares145

Event2026-03-31

Filed2026-04-23

IGV

ISHARES TR EXPANDED TECH

New

Shares500

Event2026-03-31

Filed2026-04-23

ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF

0.00%

Shares500

Event2026-03-31

Filed2026-04-23

BIRD

ALLBIRDS INC CL A NEW

New

Shares10.0K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON &JOHNSON COM

0.00%

Shares104

Event2026-03-31

Filed2026-04-23

TOST

TOAST INC CL A

0.00%

Shares469

Event2026-03-31

Filed2026-04-23

MKC

MCCORMICK &COMPANY INC COM NPV

0.00%

Shares224

Event2026-03-31

Filed2026-04-23

NU HOLDINGS LTD USD0.000006666666 CLASS A

0.00%

Shares771

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available