Sponsored

The Analysis of First Citizens Financial Corp's Holdings & P&L

Currently, First Citizens Financial Corp holds 135 types of securities in its portfolio with a total value $211.8M. In the most recent quarter, they have increased their positions in JPST (+62.8K shares, valued at $3.2M), NEAR (+32.7K shares, valued at $1.7M), PULS (+32.4K shares, valued at $1.6M); decreased their positions in N/A (-1.2K shares, valued at $565.5K), N/A (-720 shares, valued at $415.6K), EFA (-2.7K shares, valued at $261.2K); initiated new positions in NEE (+3.2K shares, valued at $295.4K), CSPF (+11.4K shares, valued at $292.9K), CVX (+1.3K shares, valued at $259.9K).

1M P&L

+7.4M+3.45%

3M P&L

+9.8M+4.62%

HY P&L

+21.9M+10.98%

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/A150.7M

75.1%

2Consumer Electronics5.5M

2.7%

3Drug Manufacturers - General5.5M

2.7%

Top Industries by Stock Count

1N/A70 stocks

56.5%

2Drug Manufacturers - General4 stocks

3.2%

3Utilities - Regulated Electric3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IYW ISHARE DOW JONES TECH90.0K shares-0.33%2026-03-312026-04-07

EFA ISHARE MSCI EAFE FUND76.6K shares-3.39%2026-03-312026-04-07

IJK ISHARE S&P MIDCAP 400/GROWTH INDEX FUND73.4K shares-0.16%2026-03-312026-04-07

IJJ ISHARE S&P MIDCAP 400/VALUE INDEX FUND50.4K shares-1.08%2026-03-312026-04-07

IYF ISHARE DOW JONES FINANCIAL SECTOR54.3K shares-0.17%2026-03-312026-04-07

IYH ISHARE DOW JONES HEALTHCARE92.9K shares-0.79%2026-03-312026-04-07

AAPL APPLE INC21.7K shares5.04%2026-03-312026-04-07

JPST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC108.6K shares137.52%2026-03-312026-04-07

Sponsored

VTI VANGUARD TOTAL STOCK MKT INDEX16.6K shares12.53%2026-03-312026-04-07

IYJ ISHARE DOW JONES INDUSTRIAL32.8K shares-0.95%2026-03-312026-04-07

IYC ISHARE DOW JONES CONSUMER DISCRETIONARY ETF49.7K shares-0.37%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC CL B BERKSHIRE HATHAWAY INC CL B10.0K shares-10.55%2026-03-312026-04-07

IJS ISHARE S&P SMALLCAP 600 BARRA VALUE IND40.4K shares-0.17%2026-03-312026-04-07

IJT ISHARE S&P SMALL CAP 600 GROWTH INDEX33.0K shares-0.59%2026-03-312026-04-07

QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF23.1K shares16.69%2026-03-312026-04-07

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF71.8K shares83.46%2026-03-312026-04-07

Sponsored

JPIE J P MORGAN INCOME ETF74.5K shares25.66%2026-03-312026-04-07

PULS PGIM ULTRA SHORT ETF BOND64.1K shares102.35%2026-03-312026-04-07

XLK TECHNOLOGY SELECT SECTOR SPDR FD23.5K shares5.33%2026-03-312026-04-07

CMI CUMMINS INC COM5.7K shares0.00%2026-03-312026-04-07

MSFT MICROSOFT CORP8.1K shares0.85%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO COM9.9K shares0.00%2026-03-312026-04-07

IYK ISHARE U.S. CONSUMER STAPLES ETF38.4K shares-0.66%2026-03-312026-04-07

CAT CATERPILLAR INC STOCK3.7K shares-0.05%2026-03-312026-04-07

Sponsored

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 14.4K shares-14.02%2026-03-312026-04-07

IYE ISHARE DOW JONES ENERGY35.7K shares-0.03%2026-03-312026-04-07

LLY ELI LILLY & CO2.4K shares-6.69%2026-03-312026-04-07

PHYL PGIM ACTIVE HIGH YIELD BD ETF64.4K shares26.18%2026-03-312026-04-07

PTRB PGIM ETF TR TOTAL RETURN BOND52.6K shares26.96%2026-03-312026-04-07

IVW ISHARE S&P 500/ GROWTH INDEXFUND19.1K shares17.71%2026-03-312026-04-07

PYLD PIMCO MULTISECTOR BD80.6K shares46.94%2026-03-312026-04-07

IDU ISHARE DOW JONES UTILITIES16.8K shares-0.12%2026-03-312026-04-07

Sponsored

DYNF ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF33.1K shares20.37%2026-03-312026-04-07

VWO ETF VANGUARD EMERGING MARKETS34.0K shares-2.21%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC2.1K shares-0.14%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON COM7.3K shares0.79%2026-03-312026-04-07

NVDA NVIDIA CORP10.0K shares16.24%2026-03-312026-04-07

IYR ISHARES DJ US REAL ESTATE17.9K shares-4.34%2026-03-312026-04-07

MS MORGAN STANLEY10.3K shares1.22%2026-03-312026-04-07

HD HOME DEPOT INC COMMON STOCK4.9K shares-0.81%2026-03-312026-04-07

Sponsored

IYM ISHARE DOW JONES BASIC MATERIALS8.9K shares-0.52%2026-03-312026-04-07

BIL SPDR SER TR SPDR BLOOMBERG15.7K shares5.45%2026-03-312026-04-07

EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF22.9K shares19.45%2026-03-312026-04-07

EFV ISHARES MSCI VALUE INDEX FUND EAFE ETF18.0K shares11.77%2026-03-312026-04-07

XLF SELECT SECTOR SPDR TRX FINANCIAL26.8K shares0.01%2026-03-312026-04-07

VOX VANGUARD COMMUNICATION SERVICES ETF7.2K shares0.00%2026-03-312026-04-07

JPEF J P MORGAN EQUITY FOCUS ETF17.4K shares0.00%2026-03-312026-04-07

GLW CORNING INC COM9.2K shares0.00%2026-03-312026-04-07

Sponsored

ABBV ABBVIE INC5.5K shares3.76%2026-03-312026-04-07

XLC SELECT SECTOR SPDR TR COMMUNICATION10.1K shares6.73%2026-03-312026-04-07

STLD STEEL DYNAMICS INC6.2K shares0.00%2026-03-312026-04-07

PREF PRINCIPAL SPECTRUM PREF SEC ACTIVE ETF58.9K shares-3.22%2026-03-312026-04-07

V VISA INC3.6K shares-0.22%2026-03-312026-04-07

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF4.3K shares14.34%2026-03-312026-04-07

LOW LOWES COMPANIES INC4.3K shares1.08%2026-03-312026-04-07

MCD MCDONALDS CORP3.3K shares2.07%2026-03-312026-04-07

Sponsored

VCRB VANGUARD MALVERN FDS CORE BD ETF13.0K shares6.77%2026-03-312026-04-07

JCPB J P MORGAN CORE PLUS BD ETF21.0K shares-1.76%2026-03-312026-04-07

XLI SELECT SECTOR SPDR TR SBI INT-INDS5.8K shares-0.90%2026-03-312026-04-07

DVY ISHARE DOW JONES SELECT DIV INDEX FUND5.9K shares-0.10%2026-03-312026-04-07

EFG ISHARES MSCI EAFE GROWTH INDEX FUND ETF7.8K shares24.17%2026-03-312026-04-07

USMV ISHARES TR MIN VOL USA ETF9.3K shares7.79%2026-03-312026-04-07

XLV SELECT SECTOR SPDR TR SBI HEALTHCARE5.8K shares-3.47%2026-03-312026-04-07

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD7.6K shares0.64%2026-03-312026-04-07

Sponsored

CSCO CISCO SYSTEMS INC10.4K shares0.00%2026-03-312026-04-07

AMZN AMAZON COM INC3.8K shares5.52%2026-03-312026-04-07

IEFA ISHARES TR CORE MSCI EAFE8.6K shares-4.85%2026-03-312026-04-07

OEF ISHARE S&P 100 INDEX2.4K shares-12.73%2026-03-312026-04-07

JPIB J P MORGAN INTL BD OPP ETF16.1K shares-19.40%2026-03-312026-04-07

IDV ISHARE DOW JONES INTL SELECT DIV IDX17.7K shares0.00%2026-03-312026-04-07

XLE SECTOR SPDR-ENERGY12.2K shares-0.02%2026-03-312026-04-07

ALPHABET INC CLASS A ALPHABET INC CLASS A2.6K shares-0.58%2026-03-312026-04-07

Sponsored

RTX RTX CORPORATION3.6K shares-2.76%2026-03-312026-04-07

VLUE ISHARES MSCI USA VALUE FACTOR ETF4.8K shares22.14%2026-03-312026-04-07

BAC BANK OF AMERICA CORP13.9K shares-0.29%2026-03-312026-04-07

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS1.1K shares0.00%2026-03-312026-04-07

UNP UNION PACIFIC CORP2.7K shares-0.30%2026-03-312026-04-07

META META PLATFORMS, INC1.1K shares11.33%2026-03-312026-04-07

XOM EXXON MOBIL CORP3.7K shares42.05%2026-03-312026-04-07

BND VANGUARD TOTAL BOND MARKET ETF8.3K shares-7.67%2026-03-312026-04-07

Sponsored

AFL AFLAC INC5.5K shares0.00%2026-03-312026-04-07

DE DEERE & CO COM1.1K shares0.00%2026-03-312026-04-07

PNC PNC FINANCIAL SERVICES CORP2.9K shares0.00%2026-03-312026-04-07

VXUS VANGUARD TOTAL INTL STOCK INDEX7.5K shares0.08%2026-03-312026-04-07

BIV VANGUARD INTERMEDIATE TERM B7.4K shares-1.82%2026-03-312026-04-07

PG PROCTER & GAMBLE CO COM3.9K shares7.18%2026-03-312026-04-07

MERCK & CO INC COM MERCK & CO INC COM4.7K shares4.43%2026-03-312026-04-07

FTRB FEDERATED HERMES TOTAL RET BOND21.7K shares11.38%2026-03-312026-04-07

Sponsored

ALPHABET INC CLASS C ALPHABET INC CLASS C1.9K shares32.28%2026-03-312026-04-07

HON HONEYWELL INTL INC COM2.3K shares1.57%2026-03-312026-04-07

IVV ISHARE S&P 500 INDEX778 shares82.63%2026-03-312026-04-07

XLP CONSUMER STAPLES SPDR6.2K shares-1.96%2026-03-312026-04-07

KO COCA COLA COMMON STOCK6.4K shares-0.42%2026-03-312026-04-07

FLCB FRANKLIN US CORE BOND ETF22.3K shares-5.11%2026-03-312026-04-07

WFC WELLS FARGO & CO NEW5.7K shares0.00%2026-03-312026-04-07

ORCL ORACLE CORP COM2.9K shares1.70%2026-03-312026-04-07

Sponsored

TT TRANE TECHNOLOGIES PLC ORD SHS1.0K shares-3.71%2026-03-312026-04-07

VTEB VANGUARD MUN BD FDS8.4K shares29.23%2026-03-312026-04-07

COST COSTCO WHOLESALE CORP401 shares0.00%2026-03-312026-04-07

KR KROGER COMPANY COMMON5.4K shares0.00%2026-03-312026-04-07

BROADCOM INC COM BROADCOM INC COM1.2K shares-7.27%2026-03-312026-04-07

SPY SPDR S&P 500 ETF TRUST572 shares2.51%2026-03-312026-04-07

DUKE ENERGY HLDG DUKE ENERGY HLDG2.8K shares0.00%2026-03-312026-04-07

DIA SPDR DOW JONES INDL AVRG ETF UT SER 1775 shares0.00%2026-03-312026-04-07

Sponsored

PM PHILLIP MORRIS INTL INC2.1K shares-0.37%2026-03-312026-04-07

VFMF VANGUARD US MULTIFACTOR2.2K shares0.00%2026-03-312026-04-07

MLM MARTIN MARIETTA558 shares62.68%2026-03-312026-04-07

COF CAPITAL ONE FINANCIAL1.8K shares5.89%2026-03-312026-04-07

PFG PRINCIPAL FINL GROUP3.4K shares-6.84%2026-03-312026-04-07

ADI ANALOG DEVICES953 shares9.41%2026-03-312026-04-07

CASY CASEYS GENERAL STORES406 shares0.00%2026-03-312026-04-07

NEE NEXTERA ENERGY INC3.2K sharesnew addition2026-03-312026-04-07

Sponsored

CSPF COHEN & STEERS PREFERRED AND INCOME ETF11.4K sharesnew addition2026-03-312026-04-07

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF3.1K shares0.00%2026-03-312026-04-07

KMI KINDER MORGAN INC8.4K shares5.06%2026-03-312026-04-07

PZA INVESCO EXCH TRADED FD TR II12.0K shares13.90%2026-03-312026-04-07

SO SOUTHERN CO COM2.8K shares-3.96%2026-03-312026-04-07

L LOEWS CORP COM2.5K shares3.56%2026-03-312026-04-07

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-07

MUB ISHARES NATIONAL MUNI BD ETF2.4K shares29.74%2026-03-312026-04-07

Sponsored

HCA HCA HEALTHCARE INC COM535 shares2.69%2026-03-312026-04-07

WMT WAL MART STORES INC COM2.0K sharesnew addition2026-03-312026-04-07

SPYG SPDR SER TR PRTFLO S&P500 GW2.6K shares0.00%2026-03-312026-04-07

EATON CORP PLC EATON CORP PLC665 shares0.45%2026-03-312026-04-07

GILD GILEAD SCIENCES INC1.7K sharesnew addition2026-03-312026-04-07

DHR DANAHER CORPORATION1.2K shares19.53%2026-03-312026-04-07

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2026-03-312026-04-07

LNT ALLIANT CORP STOCK3.2K shares0.00%2026-03-312026-04-07

Sponsored

MTB M & T BK CORP COM1.1K sharesnew addition2026-03-312026-04-07

JMST JP MORGAN ULTRA SHORT MUNI INC ETF4.3K shares7.04%2026-03-312026-04-07

XLU CEF SELECT UTILITIES SPDR4.6K sharesnew addition2026-03-312026-04-07

PWR QUANTA SERVICES INC ORD SHS367 sharesnew addition2026-03-312026-04-07

MO ALTRIA GROUP INC3.0K sharesnew addition2026-03-312026-04-07

BHK BLACKROCK CORE BOND TRUST10.3K shares0.00%2026-03-312026-04-07

NYMOX PHARMACEUTICAL CORP ORD SHS Corp NYMOX PHARMACEUTICAL CORP ORD SHS Corp35.1K shares0.00%2026-03-312026-04-07

IYW

ISHARE DOW JONES TECH

-0.33%

Shares90.0K

Event2026-03-31

Filed2026-04-07

EFA

ISHARE MSCI EAFE FUND

-3.39%

Shares76.6K

Event2026-03-31

Filed2026-04-07

IJK

ISHARE S&P MIDCAP 400/GROWTH INDEX FUND

-0.16%

Shares73.4K

Event2026-03-31

Filed2026-04-07

IJJ

ISHARE S&P MIDCAP 400/VALUE INDEX FUND

-1.08%

Shares50.4K

Event2026-03-31

Filed2026-04-07

IYF

ISHARE DOW JONES FINANCIAL SECTOR

-0.17%

Shares54.3K

Event2026-03-31

Filed2026-04-07

IYH

ISHARE DOW JONES HEALTHCARE

-0.79%

Shares92.9K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

5.04%

Shares21.7K

Event2026-03-31

Filed2026-04-07

JPST

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC

137.52%

Shares108.6K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD TOTAL STOCK MKT INDEX

12.53%

Shares16.6K

Event2026-03-31

Filed2026-04-07

IYJ

ISHARE DOW JONES INDUSTRIAL

-0.95%

Shares32.8K

Event2026-03-31

Filed2026-04-07

IYC

ISHARE DOW JONES CONSUMER DISCRETIONARY ETF

-0.37%

Shares49.7K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC CL B

-10.55%

Shares10.0K

Event2026-03-31

Filed2026-04-07

IJS

ISHARE S&P SMALLCAP 600 BARRA VALUE IND

-0.17%

Shares40.4K

Event2026-03-31

Filed2026-04-07

IJT

ISHARE S&P SMALL CAP 600 GROWTH INDEX

-0.59%

Shares33.0K

Event2026-03-31

Filed2026-04-07

QUAL

ISHARES EDGE MSCI USA QUALITY FACTOR ETF

16.69%

Shares23.1K

Event2026-03-31

Filed2026-04-07

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

83.46%

Shares71.8K

Event2026-03-31

Filed2026-04-07

JPIE

J P MORGAN INCOME ETF

25.66%

Shares74.5K

Event2026-03-31

Filed2026-04-07

PULS

PGIM ULTRA SHORT ETF BOND

102.35%

Shares64.1K

Event2026-03-31

Filed2026-04-07

XLK

TECHNOLOGY SELECT SECTOR SPDR FD

5.33%

Shares23.5K

Event2026-03-31

Filed2026-04-07

CMI

CUMMINS INC COM

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

0.85%

Shares8.1K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO COM

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-07

IYK

ISHARE U.S. CONSUMER STAPLES ETF

-0.66%

Shares38.4K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC STOCK

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR UNIT SER 1

-14.02%

Shares4.4K

Event2026-03-31

Filed2026-04-07

IYE

ISHARE DOW JONES ENERGY

-0.03%

Shares35.7K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

-6.69%

Shares2.4K

Event2026-03-31

Filed2026-04-07

PHYL

PGIM ACTIVE HIGH YIELD BD ETF

26.18%

Shares64.4K

Event2026-03-31

Filed2026-04-07

PTRB

PGIM ETF TR TOTAL RETURN BOND

26.96%

Shares52.6K

Event2026-03-31

Filed2026-04-07

IVW

ISHARE S&P 500/ GROWTH INDEXFUND

17.71%

Shares19.1K

Event2026-03-31

Filed2026-04-07

PYLD

PIMCO MULTISECTOR BD

46.94%

Shares80.6K

Event2026-03-31

Filed2026-04-07

IDU

ISHARE DOW JONES UTILITIES

-0.12%

Shares16.8K

Event2026-03-31

Filed2026-04-07

DYNF

ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF

20.37%

Shares33.1K

Event2026-03-31

Filed2026-04-07

VWO

ETF VANGUARD EMERGING MARKETS

-2.21%

Shares34.0K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

-0.14%

Shares2.1K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON COM

0.79%

Shares7.3K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORP

16.24%

Shares10.0K

Event2026-03-31

Filed2026-04-07

IYR

ISHARES DJ US REAL ESTATE

-4.34%

Shares17.9K

Event2026-03-31

Filed2026-04-07

MORGAN STANLEY

1.22%

Shares10.3K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC COMMON STOCK

-0.81%

Shares4.9K

Event2026-03-31

Filed2026-04-07

IYM

ISHARE DOW JONES BASIC MATERIALS

-0.52%

Shares8.9K

Event2026-03-31

Filed2026-04-07

BIL

SPDR SER TR SPDR BLOOMBERG

5.45%

Shares15.7K

Event2026-03-31

Filed2026-04-07

EMGF

ISHARES EMERGING MARKETS EQUITY FACTOR ETF

19.45%

Shares22.9K

Event2026-03-31

Filed2026-04-07

EFV

ISHARES MSCI VALUE INDEX FUND EAFE ETF

11.77%

Shares18.0K

Event2026-03-31

Filed2026-04-07

XLF

SELECT SECTOR SPDR TRX FINANCIAL

0.01%

Shares26.8K

Event2026-03-31

Filed2026-04-07

VOX

VANGUARD COMMUNICATION SERVICES ETF

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-07

JPEF

J P MORGAN EQUITY FOCUS ETF

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-07

GLW

CORNING INC COM

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

3.76%

Shares5.5K

Event2026-03-31

Filed2026-04-07

XLC

SELECT SECTOR SPDR TR COMMUNICATION

6.73%

Shares10.1K

Event2026-03-31

Filed2026-04-07

STLD

STEEL DYNAMICS INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-07

PREF

PRINCIPAL SPECTRUM PREF SEC ACTIVE ETF

-3.22%

Shares58.9K

Event2026-03-31

Filed2026-04-07

VISA INC

-0.22%

Shares3.6K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

14.34%

Shares4.3K

Event2026-03-31

Filed2026-04-07

LOW

LOWES COMPANIES INC

1.08%

Shares4.3K

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP

2.07%

Shares3.3K

Event2026-03-31

Filed2026-04-07

VCRB

VANGUARD MALVERN FDS CORE BD ETF

6.77%

Shares13.0K

Event2026-03-31

Filed2026-04-07

JCPB

J P MORGAN CORE PLUS BD ETF

-1.76%

Shares21.0K

Event2026-03-31

Filed2026-04-07

XLI

SELECT SECTOR SPDR TR SBI INT-INDS

-0.90%

Shares5.8K

Event2026-03-31

Filed2026-04-07

DVY

ISHARE DOW JONES SELECT DIV INDEX FUND

-0.10%

Shares5.9K

Event2026-03-31

Filed2026-04-07

EFG

ISHARES MSCI EAFE GROWTH INDEX FUND ETF

24.17%

Shares7.8K

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR MIN VOL USA ETF

7.79%

Shares9.3K

Event2026-03-31

Filed2026-04-07

XLV

SELECT SECTOR SPDR TR SBI HEALTHCARE

-3.47%

Shares5.8K

Event2026-03-31

Filed2026-04-07

XLY

CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD

0.64%

Shares7.6K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYSTEMS INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

5.52%

Shares3.8K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR CORE MSCI EAFE

-4.85%

Shares8.6K

Event2026-03-31

Filed2026-04-07

OEF

ISHARE S&P 100 INDEX

-12.73%

Shares2.4K

Event2026-03-31

Filed2026-04-07

JPIB

J P MORGAN INTL BD OPP ETF

-19.40%

Shares16.1K

Event2026-03-31

Filed2026-04-07

IDV

ISHARE DOW JONES INTL SELECT DIV IDX

0.00%

Shares17.7K

Event2026-03-31

Filed2026-04-07

XLE

SECTOR SPDR-ENERGY

-0.02%

Shares12.2K

Event2026-03-31

Filed2026-04-07

ALPHABET INC CLASS A

-0.58%

Shares2.6K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION

-2.76%

Shares3.6K

Event2026-03-31

Filed2026-04-07

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

22.14%

Shares4.8K

Event2026-03-31

Filed2026-04-07

BAC

BANK OF AMERICA CORP

-0.29%

Shares13.9K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS S&P 500 ETF SHS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-07

UNP

UNION PACIFIC CORP

-0.30%

Shares2.7K

Event2026-03-31

Filed2026-04-07