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The Analysis of Focus Partners Advisor Solutions, LLC's Holdings & P&L

Currently, Focus Partners Advisor Solutions, LLC holds 1249 types of securities in its portfolio with a total value $9.9B. In the most recent quarter, they have increased their positions in VGIT (+6.1M shares, valued at $363.9M), DFSD (+4.0M shares, valued at $190.6M), VTIP (+3.1M shares, valued at $153.8M); decreased their positions in WMT (-139.8K shares, valued at $17.4M), LPLA (-31.0K shares, valued at $9.3M), SCHF (-257.5K shares, valued at $6.4M); initiated new positions in HYMB (+497.0K shares, valued at $12.3M), PYLD (+305.3K shares, valued at $8.0M), JEPI (+130.9K shares, valued at $7.4M).

1M P&L

+208.8M+2.45%

3M P&L

+84.8M+0.98%

HY P&L

+852.4M+10.80%

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/A6.5B

82.0%

2Consumer Electronics137.2M

1.7%

3Software - Infrastructure120.3M

1.5%

Top Industries by Stock Count

1N/A388 stocks

37.8%

2Banks - Regional35 stocks

3.4%

3Software - Application34 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR5.4M shares7.39%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST17.8M shares11.97%2026-03-312026-05-13

BSVO EA SERIES TRUST20.1M shares2.57%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS7.9M shares335.34%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR4.1M shares5.45%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST5.7M shares7.96%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST6.1M shares4.86%2026-03-312026-05-13

IDEV ISHARES TR3.8M shares5.78%2026-03-312026-05-13

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AVUV AMERICAN CENTY ETF TR2.5M shares23.65%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST7.7M shares9.76%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST5.1M shares347.33%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST4.9M shares6.76%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS4.2M shares279.69%2026-03-312026-05-13

VTI VANGUARD INDEX FDS596.3K shares18.88%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST2.5M shares8.77%2026-03-312026-05-13

AAPL APPLE INC561.2K shares11.69%2026-03-312026-05-13

Sponsored

DFAX DIMENSIONAL ETF TRUST3.7M shares8.28%2026-03-312026-05-13

DUHP DIMENSIONAL ETF TRUST3.3M shares18.25%2026-03-312026-05-13

DISV DIMENSIONAL ETF TRUST2.9M shares9.93%2026-03-312026-05-13

DIHP DIMENSIONAL ETF TRUST3.1M shares17.00%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST2.2M shares24.63%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST1.8M shares13.13%2026-03-312026-05-13

NVDA NVIDIA CORPORATION464.3K shares-0.96%2026-03-312026-05-13

IVV ISHARES TR115.5K shares179.73%2026-03-312026-05-13

Sponsored

DFSV DIMENSIONAL ETF TRUST2.1M shares9.21%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST940.0K shares11.97%2026-03-312026-05-13

MSFT MICROSOFT CORP175.1K shares13.30%2026-03-312026-05-13

IEMG ISHARES INC920.4K shares-1.95%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS744.6K shares182.78%2026-03-312026-05-13

DFNM DIMENSIONAL ETF TRUST1.2M shares14206.87%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS782.6K shares11.61%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR1.6M shares-5.01%2026-03-312026-05-13

Sponsored

DFGR DIMENSIONAL ETF TRUST1.8M shares2498.63%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR542.8K shares17.93%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS73.1K shares28.21%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR380.9K shares24.46%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR1.4M shares-7.32%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST1.2M shares19.45%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR1.2M shares-5.61%2026-03-312026-05-13

AMZN AMAZON COM INC181.3K shares0.87%2026-03-312026-05-13

Sponsored

DFIC DIMENSIONAL ETF TRUST1.0M shares5.75%2026-03-312026-05-13

DFCF DIMENSIONAL ETF TRUST757.9K shares206.85%2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR372.4K shares34.06%2026-03-312026-05-13

VBR VANGUARD INDEX FDS131.9K shares-1.30%2026-03-312026-05-13

EFV ISHARES TR383.0K shares-6.02%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR346.8K shares4.23%2026-03-312026-05-13

ALPHABET INC ALPHABET INC96.6K shares5.38%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL56.9K shares4.86%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC90.4K shares12.90%2026-03-312026-05-13

XOM EXXON MOBIL CORP147.7K shares-9.51%2026-03-312026-05-13

TSLA TESLA INC66.5K shares28.73%2026-03-312026-05-13

BROADCOM INC BROADCOM INC78.6K shares32.79%2026-03-312026-05-13

SPTM SPDR SERIES TRUST305.8K shares-3.73%2026-03-312026-05-13

SYK STRYKER CORPORATION72.0K shares6.17%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO79.6K shares14.87%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T34.0K shares6.39%2026-03-312026-05-13

Sponsored

LPLA LPL FINL HLDGS INC68.8K shares-31.05%2026-03-312026-05-13

META META PLATFORMS INC36.1K shares11.17%2026-03-312026-05-13

QUAL ISHARES TR106.0K shares51.67%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F373.8K shares11.26%2026-03-312026-05-13

IWF ISHARES TR47.3K shares4.81%2026-03-312026-05-13

VB VANGUARD INDEX FDS75.8K shares-8.65%2026-03-312026-05-13

VXUS VANGUARD STAR FDS246.5K shares-9.11%2026-03-312026-05-13

WMT WALMART INC151.3K shares-48.02%2026-03-312026-05-13

Sponsored

SCHF SCHWAB STRATEGIC TR749.9K shares-25.56%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR31.6K shares-7.50%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS310.3K shares1410.25%2026-03-312026-05-13

VTV VANGUARD INDEX FDS92.0K shares-9.42%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS195.2K shares213.26%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS79.9K shares9.28%2026-03-312026-05-13

VUG VANGUARD INDEX FDS38.2K shares-5.88%2026-03-312026-05-13

DFSU DIMENSIONAL ETF TRUST404.7K shares1.49%2026-03-312026-05-13

Sponsored

CWI SPDR INDEX SHS FDS441.5K shares0.62%2026-03-312026-05-13

SPYM SPDR SERIES TRUST211.0K shares-11.80%2026-03-312026-05-13

WWD WOODWARD INC41.6K shares1.95%2026-03-312026-05-13

IDOG ALPS ETF TR353.2K shares-0.11%2026-03-312026-05-13

LLY ELI LILLY & CO15.2K shares-6.14%2026-03-312026-05-13

CVX CHEVRON CORPORATION64.4K shares-7.15%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II111.5K shares296.65%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS156.6K shares285.15%2026-03-312026-05-13

Sponsored

SPDW SPDR INDEX SHS FDS271.5K shares-1.42%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON50.6K shares-18.60%2026-03-312026-05-13

HYMB SPDR SERIES TRUST497.0K sharesnew addition2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC97.7K shares-8.83%2026-03-312026-05-13

IQLT ISHARES TR251.7K shares38.33%2026-03-312026-05-13

V VISA INC38.5K shares21.13%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR253.7K shares7.54%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP18.9K shares8.05%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC72.6K shares-30.93%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS153.1K shares22.25%2026-03-312026-05-13

IEI ISHARES TR94.7K shares5139.07%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC74.6K shares-2.78%2026-03-312026-05-13

IWN ISHARES TR56.4K shares-5.33%2026-03-312026-05-13

CAT CATERPILLAR INC14.6K shares24.70%2026-03-312026-05-13

AVSC AMERICAN CENTY ETF TR165.0K shares10.56%2026-03-312026-05-13

DFAR DIMENSIONAL ETF TRUST428.8K shares340.50%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP68.2K shares10.88%2026-03-312026-05-13

IVLU ISHARES TR252.3K shares-10.57%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T131.2K shares1556.51%2026-03-312026-05-13

USTB VICTORY PORTFOLIOS II193.0K shares45.74%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE34.1K shares9.15%2026-03-312026-05-13

VLUE ISHARES TR67.1K shares2.67%2026-03-312026-05-13

AVIV AMERICAN CENTY ETF TR127.3K shares-30.82%2026-03-312026-05-13

VBK VANGUARD INDEX FDS31.5K shares-0.55%2026-03-312026-05-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T49.1K shares-1.39%2026-03-312026-05-13

HD HOME DEPOT INC28.2K shares13.75%2026-03-312026-05-13

SLYV SPDR SERIES TRUST96.5K shares-1.98%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC41.5K shares-15.45%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS35.4K shares11.56%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION8.5K shares76.08%2026-03-312026-05-13

GEV GE VERNOVA INC9.6K shares12.69%2026-03-312026-05-13

FIX COMFORT SYS USA INC6.1K shares13.87%2026-03-312026-05-13

Sponsored

BIV VANGUARD BD INDEX FDS106.7K shares39.59%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS55.6K shares-15.16%2026-03-312026-05-13

IGM ISHARES TR69.3K shares651.71%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST238.5K shares13.09%2026-03-312026-05-13

PYLD PIMCO ETF TR305.3K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC23.2K shares10.98%2026-03-312026-05-13

IJH ISHARES TR115.1K shares12.27%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 4012.5K shares-3.17%2026-03-312026-05-13

Sponsored

MA MASTERCARD INCORPORATED15.3K shares2.23%2026-03-312026-05-13

CSCO CISCO SYS INC97.6K shares34.40%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F100.6K shares-0.68%2026-03-312026-05-13

MUB ISHARES TR70.0K shares639.55%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO122.4K shares-8.86%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F130.9K sharesnew addition2026-03-312026-05-13

PG PROCTER & GAMBLE CO50.7K shares3.29%2026-03-312026-05-13

NFLX NETFLIX INC.74.9K shares35.29%2026-03-312026-05-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS86.4K sharesnew addition2026-03-312026-05-13

MGK VANGUARD WORLD FD19.2K shares-0.29%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC20.8K shares6.16%2026-03-312026-05-13

COWZ PACER FDS TR111.6K shares16.58%2026-03-312026-05-13

IVW ISHARES TR61.5K shares4.19%2026-03-312026-05-13

ABBV ABBVIE INC31.9K shares-36.47%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC19.3K shares0.78%2026-03-312026-05-13

DFIS DIMENSIONAL ETF TRUST204.6K shares10.30%2026-03-312026-05-13

Sponsored

SPYV SPDR SERIES TRUST121.6K shares3.51%2026-03-312026-05-13

FMB FIRST TR EXCH TRADED FD III135.5K sharesnew addition2026-03-312026-05-13

IWM ISHARES TR27.3K shares1.18%2026-03-312026-05-13

IXUS ISHARES TR76.9K shares-4.51%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR73.5K shares42.86%2026-03-312026-05-13

INTC INTEL CORP144.3K shares-13.00%2026-03-312026-05-13

EIX EDISON INTL86.3K shares22.40%2026-03-312026-05-13

BAC BANK AMERICA CORP128.5K shares-4.58%2026-03-312026-05-13

Sponsored

TJX TJX COS INC NEW37.8K shares18.79%2026-03-312026-05-13

EEM ISHARES TR104.4K shares-6.62%2026-03-312026-05-13

IJR ISHARES TR47.6K shares-3.74%2026-03-312026-05-13

IEFA ISHARES TR65.3K shares-5.99%2026-03-312026-05-13

DFSI DIMENSIONAL ETF TRUST136.3K shares3.73%2026-03-312026-05-13

CB CHUBB LTD SWITZ17.5K shares2.18%2026-03-312026-05-13

PCG PG&E CORP323.7K shares13.17%2026-03-312026-05-13

DE DEERE & CO10.1K shares29.22%2026-03-312026-05-13

Sponsored

PSX PHILLIPS 6631.2K shares8.19%2026-03-312026-05-13

PTL NORTHERN LTS FD TR IV22.4K shares58.13%2026-03-312026-05-13

FNDA SCHWAB STRATEGIC TR170.0K shares-14.52%2026-03-312026-05-13

IWP ISHARES TR42.6K shares-17.38%2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS70.3K sharesnew addition2026-03-312026-05-13

SHY ISHARES TR65.7K shares80.31%2026-03-312026-05-13

FTI TECHNIPFMC PLC78.1K shares17.82%2026-03-312026-05-13

FDX FEDEX CORP15.0K shares16.29%2026-03-312026-05-13

Sponsored

DON WISDOMTREE TR101.8K shares-1.20%2026-03-312026-05-13

AGG ISHARES TR53.4K shares29.78%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP19.5K shares10.49%2026-03-312026-05-13

AVES AMERICAN CENTY ETF TR87.8K shares-5.69%2026-03-312026-05-13

COP CONOCOPHILLIPS39.8K shares-14.68%2026-03-312026-05-13

SPIB SPDR SERIES TRUST152.9K shares1111.30%2026-03-312026-05-13

ATI ATI INC35.2K shares-2.72%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP23.9K shares26.16%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC101.4K shares-7.87%2026-03-312026-05-13

DGRW WISDOMTREE TR56.4K shares-13.25%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC29.9K shares-9.75%2026-03-312026-05-13

IWS ISHARES TR33.9K shares-18.96%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F33.8K shares-1.23%2026-03-312026-05-13

NEM NEWMONT CORP44.8K shares11.47%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC23.8K shares-8.26%2026-03-312026-05-13

KO COCA COLA CO62.3K shares12.52%2026-03-312026-05-13

Sponsored

RTX RTX CORPORATION24.1K shares-19.66%2026-03-312026-05-13

GM GENERAL MTRS CO62.2K shares6.21%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC37.7K shares-3.85%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR198.7K sharesnew addition2026-03-312026-05-13

ABNB AIRBNB INC36.5K shares40.94%2026-03-312026-05-13

IGIB ISHARES TR86.7K shares146.72%2026-03-312026-05-13

DGRO ISHARES TR65.1K shares22.53%2026-03-312026-05-13

MMIT NEW YORK LIFE INVTS ACTIVE E189.1K sharesnew addition2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO56.6K shares11.72%2026-03-312026-05-13

DIS DISNEY WALT CO46.5K shares-11.18%2026-03-312026-05-13

GLD SPDR GOLD TR10.4K shares166.57%2026-03-312026-05-13

VGT VANGUARD WORLD FD6.4K shares-2.71%2026-03-312026-05-13

TPR TAPESTRY INC31.3K shares0.71%2026-03-312026-05-13

UNFI UNITED NAT FOODS INC98.0K sharesnew addition2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS85.8K shares118.94%2026-03-312026-05-13

NBHC NATIONAL BK HLDGS CORP109.1K shares0.19%2026-03-312026-05-13

Sponsored

ESGU ISHARES TR30.2K shares-14.78%2026-03-312026-05-13

USMV ISHARES TR45.7K shares2.94%2026-03-312026-05-13

DFSB DIMENSIONAL ETF TRUST81.1K shares95.10%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO16.7K shares29.20%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR165.0K shares-15.40%2026-03-312026-05-13

SUB ISHARES TR38.5K shares1408.73%2026-03-312026-05-13

CASY CASEYS GEN STORES INC5.6K shares27.33%2026-03-312026-05-13

BOXX EA SERIES TRUST35.2K sharesnew addition2026-03-312026-05-13

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REGN REGENERON PHARMACEUTICALS5.3K shares20.15%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC36.1K shares7.60%2026-03-312026-05-13

GLW CORNING INC29.8K shares3.90%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F80.1K shares1478.03%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST68.7K shares-3.29%2026-03-312026-05-13

IDV ISHARES TR92.7K shares0.47%2026-03-312026-05-13

SCZ ISHARES TR50.3K shares-45.48%2026-03-312026-05-13

IVE ISHARES TR18.6K shares-19.90%2026-03-312026-05-13

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VOE VANGUARD INDEX FDS21.2K shares1.66%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F84.8K sharesnew addition2026-03-312026-05-13

BA BOEING CO19.6K shares-4.49%2026-03-312026-05-13

UNP UNION PAC CORP16.1K shares7.96%2026-03-312026-05-13

HYD VANECK ETF TRUST77.4K sharesnew addition2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF96.4K shares5.53%2026-03-312026-05-13

MMM 3M CO26.6K shares-12.10%2026-03-312026-05-13

JBHT HUNT J B TRANS SVCS INC18.1K shares21.05%2026-03-312026-05-13

Sponsored

FNDF SCHWAB STRATEGIC TR78.1K shares5.45%2026-03-312026-05-13

IWD ISHARES TR17.9K shares-8.13%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.1K shares-45.96%2026-03-312026-05-13

JPIB J P MORGAN EXCHANGE TRADED F79.5K shares77.06%2026-03-312026-05-13

DAL DELTA AIR LINES INC56.1K shares9.65%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF97.1K shares484.12%2026-03-312026-05-13

CNC CENTENE CORP DEL112.7K shares-12.19%2026-03-312026-05-13

AVRE AMERICAN CENTY ETF TR83.3K shares125.16%2026-03-312026-05-13

Sponsored

IUSB ISHARES TR78.8K shares1166.46%2026-03-312026-05-13

VGSR MANAGER DIRECTED PORTFOLIOS351.7K shares203.67%2026-03-312026-05-13

NOW SERVICENOW INC34.4K shares34.65%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares25.00%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC849 shares3.92%2026-03-312026-05-13

T AT&T INC123.3K shares-41.64%2026-03-312026-05-13

APH AMPHENOL CORP28.3K shares21.85%2026-03-312026-05-13

INCY INCYTE CORP37.7K shares-4.76%2026-03-312026-05-13

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XLK SELECT SECTOR SPDR TR26.6K shares10.06%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC3.7K shares51.20%2026-03-312026-05-13

USB US BANCORP67.1K shares-12.81%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC59.4K shares22.30%2026-03-312026-05-13

DHR DANAHER CORP DEL18.3K shares40.70%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II14.6K shares11.44%2026-03-312026-05-13

AVSF AMERICAN CENTY ETF TR74.2K shares6.50%2026-03-312026-05-13

SGOV ISHARES TR34.4K sharesnew addition2026-03-312026-05-13

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PFE PFIZER INC121.7K shares-38.44%2026-03-312026-05-13

FTNT FORTINET INC41.7K shares23.16%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC19.7K shares99.46%2026-03-312026-05-13

EME EMCOR GROUP INC4.6K shares44.72%2026-03-312026-05-13

AMAT APPLIED MATLS INC9.8K shares2.43%2026-03-312026-05-13

SPHB INVESCO EXCH TRADED FD TR II28.8K shares38.80%2026-03-312026-05-13

CMI CUMMINS INC6.2K shares11.14%2026-03-312026-05-13

TER TERADYNE INC11.1K shares92.77%2026-03-312026-05-13

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UPS UNITED PARCEL SVCS INC33.5K shares-10.96%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW10.0K shares-9.83%2026-03-312026-05-13

HON HONEYWELL INTL INC14.4K shares0.10%2026-03-312026-05-13

ASML ASML HLDG NV2.5K shares48.52%2026-03-312026-05-13

IWL ISHARES TR20.1K shares48.04%2026-03-312026-05-13

SPGI S&P GLOBAL INC7.6K shares562.24%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC11.0K shares1.23%2026-03-312026-05-13

IUSV ISHARES TR31.4K shares-0.50%2026-03-312026-05-13

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UNH UNITEDHEALTH GROUP INC11.8K shares-1.28%2026-03-312026-05-13

VOT VANGUARD INDEX FDS12.4K shares0.10%2026-03-312026-05-13

UMBF UMB FINL CORP28.1K shares6.87%2026-03-312026-05-13

SLYG SPDR SERIES TRUST32.8K shares-27.43%2026-03-312026-05-13

TGT TARGET CORP25.8K shares60.96%2026-03-312026-05-13

WM WASTE MGMT INC DEL13.6K shares0.88%2026-03-312026-05-13

EWX SPDR INDEX SHS FDS46.8K shares55.49%2026-03-312026-05-13

MCD MCDONALDS CORP9.9K shares-33.30%2026-03-312026-05-13

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DLS WISDOMTREE TR37.1K shares-6.37%2026-03-312026-05-13

SO SOUTHERN CO31.1K shares-12.43%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR23.9K shares1.63%2026-03-312026-05-13

ADBE ADOBE INC12.3K shares-7.62%2026-03-312026-05-13

VNQI VANGUARD INTL EQUITY INDEX F67.0K sharesnew addition2026-03-312026-05-13

AME AMETEK INC13.8K shares-4.28%2026-03-312026-05-13

VO VANGUARD INDEX FDS10.3K shares-35.08%2026-03-312026-05-13

VPLS VANGUARD MALVERN FDS37.9K sharesnew addition2026-03-312026-05-13

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MPC MARATHON PETE CORP12.0K shares31.70%2026-03-312026-05-13

SNDK SANDISK CORP4.6K shares-26.37%2026-03-312026-05-13

IWB ISHARES TR8.2K shares95.21%2026-03-312026-05-13

OUSM ALPS ETF TR66.3K shares563.02%2026-03-312026-05-13

VLO VALERO ENERGY CORP11.7K shares0.23%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION22.0K shares29.92%2026-03-312026-05-13

STPZ PIMCO ETF TR53.2K sharesnew addition2026-03-312026-05-13

IYW ISHARES TR15.8K shares59.31%2026-03-312026-05-13

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VIGI VANGUARD WHITEHALL FDS31.7K shares3.54%2026-03-312026-05-13

TXN TEXAS INSTRS INC14.4K shares60.28%2026-03-312026-05-13

VPL VANGUARD INTL EQUITY INDEX F28.6K shares11.88%2026-03-312026-05-13

IJS ISHARES TR23.5K shares0.95%2026-03-312026-05-13

MO ALTRIA GROUP INC42.1K shares-23.42%2026-03-312026-05-13

XSVM INVESCO EXCHANGE TRADED FD T45.8K shares2.83%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC17.2K shares-23.12%2026-03-312026-05-13

STIP ISHARES TR26.5K shares84.51%2026-03-312026-05-13

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RSPT INVESCO EXCHANGE TRADED FD T59.7K shares-1.92%2026-03-312026-05-13

HOOD ROBINHOOD MKTS INC38.8K shares-2.32%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC10.3K shares-11.84%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR102.8K shares84.29%2026-03-312026-05-13

TSN TYSON FOODS INC40.8K shares33.90%2026-03-312026-05-13

INTU INTUIT6.0K shares61.17%2026-03-312026-05-13

ILMN ILLUMINA INC21.0K shares-8.83%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP14.1K shares-15.93%2026-03-312026-05-13

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NEE NEXTERA ENERGY INC27.7K shares-31.71%2026-03-312026-05-13

MLI MUELLER INDS INC23.2K shares14.07%2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP19.6K shares-0.69%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F18.5K shares-9.91%2026-03-312026-05-13

TPIF TIMOTHY PLAN70.9K shares50.30%2026-03-312026-05-13

NYT NEW YORK TIMES CO MTN BE30.3K shares38.65%2026-03-312026-05-13

DG DOLLAR GEN CORP21.3K shares9.13%2026-03-312026-05-13

SNOW SNOWFLAKE INC16.6K shares-9.17%2026-03-312026-05-13

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EXPE EXPEDIA GROUP INC10.8K shares-35.14%2026-03-312026-05-13

DVY ISHARES TR16.5K shares-12.79%2026-03-312026-05-13

SHM SPDR SERIES TRUST51.8K sharesnew addition2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F29.8K shares10.49%2026-03-312026-05-13

NBIX NEUROCRINE BIOSCIENCES INC18.6K shares28.01%2026-03-312026-05-13

VTEC VANGUARD CALIF TAX FREE FDS24.7K sharesnew addition2026-03-312026-05-13

MTUM ISHARES TR10.2K shares6.53%2026-03-312026-05-13

REZ ISHARES TR29.3K shares-39.73%2026-03-312026-05-13

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GLDM WORLD GOLD TR26.2K sharesnew addition2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.2K shares-21.54%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS49.6K shares-10.76%2026-03-312026-05-13

IMTM ISHARES TR49.2K shares1.16%2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS50.3K shares8.80%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC17.9K shares2.66%2026-03-312026-05-13

DFSE DIMENSIONAL ETF TRUST55.1K shares1.46%2026-03-312026-05-13

CRM SALESFORCE INC12.5K shares61.23%2026-03-312026-05-13

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FNDC SCHWAB STRATEGIC TR50.1K shares-5.55%2026-03-312026-05-13

LINDE PLC LINDE PLC4.7K shares49.60%2026-03-312026-05-13

HII HUNTINGTON INGALLS INDS INC6.1K shares7.97%2026-03-312026-05-13

MEDP MEDPACE HLDGS INC4.7K shares-15.67%2026-03-312026-05-13

VV VANGUARD INDEX FDS7.6K shares-2.09%2026-03-312026-05-13

DOW DOW HLDGS INC54.1K sharesnew addition2026-03-312026-05-13

CAMT CAMTEK LTD14.8K shares0.00%2026-03-312026-05-13

EFAV ISHARES TR24.4K shares1.65%2026-03-312026-05-13

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EMXC ISHARES INC27.9K shares-4.02%2026-03-312026-05-13

HFGM TIDAL TRUST I68.3K shares125.01%2026-03-312026-05-13

FIVE FIVE BELOW INC9.4K shares62.70%2026-03-312026-05-13

PJIO PGIM ETF TR38.8K shares448.03%2026-03-312026-05-13

BP BP PLC45.5K shares0.19%2026-03-312026-05-13

ROST ROSS STORES INC9.8K shares17.64%2026-03-312026-05-13

GOVT ISHARES TR92.9K shares36.42%2026-03-312026-05-13

DGS WISDOMTREE TR35.4K shares-2.14%2026-03-312026-05-13

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THE CIGNA GROUP THE CIGNA GROUP8.0K shares99.85%2026-03-312026-05-13

FSK FS KKR CAP CORP208.2K shares14.03%2026-03-312026-05-13

AVIG AMERICAN CENTY ETF TR50.7K sharesnew addition2026-03-312026-05-13

TPSC TIMOTHY PLAN49.4K shares52.51%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC18.2K shares63.73%2026-03-312026-05-13

KKR & CO INC KKR & CO INC22.5K shares435.52%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR14.2K shares26.10%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR74.4K shares18.93%2026-03-312026-05-13

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NTRA NATERA INC10.3K shares-9.12%2026-03-312026-05-13

VRSN VERISIGN INC8.2K shares-30.38%2026-03-312026-05-13

RL RALPH LAUREN CORP5.9K shares7.40%2026-03-312026-05-13

USRT ISHARES TR34.1K shares6.87%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP3.0K shares-19.03%2026-03-312026-05-13

VTES VANGUARD WELLINGTON FD19.8K sharesnew addition2026-03-312026-05-13

QYLD GLOBAL X FDS116.8K sharesnew addition2026-03-312026-05-13

SCHC SCHWAB STRATEGIC TR42.8K shares-38.32%2026-03-312026-05-13

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SHYG ISHARES TR47.1K sharesnew addition2026-03-312026-05-13

RY ROYAL BK CDA12.3K shares5.01%2026-03-312026-05-13

EFG ISHARES TR17.7K shares-20.42%2026-03-312026-05-13

MKTX MARKETAXESS HLDGS INC11.9K shares-8.97%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL58.6K shares17.89%2026-03-312026-05-13

TFC TRUIST FINL CORP42.3K shares-11.43%2026-03-312026-05-13

UTHR UNITED THERAPEUTICS CORP DEL3.3K shares-21.25%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T40.6K shares19.26%2026-03-312026-05-13

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AMGN AMGEN INC5.5K shares-46.81%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN9.4K shares-2.78%2026-03-312026-05-13

VTRS VIATRIS INC141.6K shares300.25%2026-03-312026-05-13

TTC TORO CO20.4K shares30.22%2026-03-312026-05-13

CW CURTISS WRIGHT CORP2.8K shares17.33%2026-03-312026-05-13

LVS LAS VEGAS SANDS CORP35.2K shares-13.83%2026-03-312026-05-13

ZM ZOOM COMMUNICATIONS INC23.5K shares-44.87%2026-03-312026-05-13

TXRH TEXAS ROADHOUSE INC11.4K shares53.83%2026-03-312026-05-13

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BURL BURLINGTON STORES INC5.7K shares530.85%2026-03-312026-05-13

ULTA ULTA BEAUTY INC3.6K shares12.61%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC4.0K shares20.53%2026-03-312026-05-13

IWV ISHARES TR5.0K shares-55.69%2026-03-312026-05-13

MBB ISHARES TR19.3K shares145.23%2026-03-312026-05-13

ESGE ISHARES INC40.4K shares-14.46%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD11.2K shares200.38%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC25.1K shares63.22%2026-03-312026-05-13

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REET ISHARES TR71.4K sharesnew addition2026-03-312026-05-13

TPHD TIMOTHY PLAN43.1K shares50.81%2026-03-312026-05-13

AMP AMERIPRISE FINL INC4.0K shares43.26%2026-03-312026-05-13

KMX CARMAX INC42.6K shares77.25%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP18.8K shares21.49%2026-03-312026-05-13

EFA ISHARES TR18.2K shares-9.94%2026-03-312026-05-13

HAS HASBRO INC18.8K shares-2.71%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR35.7K shares21.03%2026-03-312026-05-13

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ABT ABBOTT LABORATORIES17.1K shares-4.33%2026-03-312026-05-13

TXT TEXTRON INC20.0K shares0.73%2026-03-312026-05-13

LECO LINCOLN ELEC HLDGS INC7.0K shares17.32%2026-03-312026-05-13

SLV ISHARES SILVER TR25.4K shares674.84%2026-03-312026-05-13

BWA BORGWARNER INC31.8K shares-3.44%2026-03-312026-05-13

SPHD INVESCO EXCH TRADED FD TR II34.5K shares-9.15%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II33.0K sharesnew addition2026-03-312026-05-13

SCYB SCHWAB STRATEGIC TR66.1K shares144.43%2026-03-312026-05-13

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DINO HF SINCLAIR CORP27.4K shares-1.16%2026-03-312026-05-13

HAL HALLIBURTON CO43.7K shares3.91%2026-03-312026-05-13

ITT INC ITT INC8.9K shares101.35%2026-03-312026-05-13

AA ALCOA CORP25.6K shares50.86%2026-03-312026-05-13

FHN FIRST HORIZON CORPORATION74.6K shares-42.60%2026-03-312026-05-13

CIEN CIENA CORP4.4K shares-23.33%2026-03-312026-05-13

MCK MCKESSON CORP2.0K shares5.66%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC27.8K shares4.39%2026-03-312026-05-13

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TIP ISHARES TR15.1K shares149.50%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR56.9K shares-31.46%2026-03-312026-05-13

BIIB BIOGEN INC9.0K shares20.07%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP26.3K shares198.59%2026-03-312026-05-13

NTNX NUTANIX INC43.3K shares92.67%2026-03-312026-05-13

EXEL EXELIXIS INC38.3K shares-18.06%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO5.4K shares-4.56%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.9K shares6.36%2026-03-312026-05-13

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ECL ECOLAB INC6.1K shares-8.81%2026-03-312026-05-13

AOA ISHARES TR18.1K shares594.78%2026-03-312026-05-13

SF STIFEL FINL CORP21.6K shares125.55%2026-03-312026-05-13

TOL TOLL BROTHERS INC11.7K shares-20.07%2026-03-312026-05-13

CMCSA COMCAST CORP NEW55.6K shares40.44%2026-03-312026-05-13

EXE EXPAND ENERGY CORPORATION14.5K shares131.98%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD21.6K shares73.90%2026-03-312026-05-13

EOG EOG RES INC10.9K shares8.79%2026-03-312026-05-13

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OEF ISHARES TR5.0K shares16.63%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP13.3K shares-9.31%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC49.2K shares-15.52%2026-03-312026-05-13

OZK BANK OZK LITTLE ROCK ARK34.1K shares2.99%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC4.3K shares96.50%2026-03-312026-05-13

PGR PROGRESSIVE CORP7.7K shares-18.66%2026-03-312026-05-13

MDYV SPDR SERIES TRUST17.9K shares-9.13%2026-03-312026-05-13

HYBB ISHARES TR32.8K shares19.86%2026-03-312026-05-13

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XTEN BONDBLOXX ETF TRUST33.2K sharesnew addition2026-03-312026-05-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW70.4K shares8.85%2026-03-312026-05-13

MS MORGAN STANLEY9.2K shares40.60%2026-03-312026-05-13

EVR EVERCORE INC5.1K shares28.71%2026-03-312026-05-13

VTR VENTAS INC18.5K shares60.92%2026-03-312026-05-13

DUSB DIMENSIONAL ETF TRUST29.8K sharesnew addition2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR62.3K shares113.10%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND3.3K shares-11.80%2026-03-312026-05-13

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RFV INVESCO EXCHANGE TRADED FD T11.6K shares-4.28%2026-03-312026-05-13

DECK DECKERS OUTDOOR CORP15.0K shares31.22%2026-03-312026-05-13

IWO ISHARES TR4.8K shares-37.36%2026-03-312026-05-13

OSK OSHKOSH CORP10.2K shares3.91%2026-03-312026-05-13

MUNI PIMCO ETF TR28.6K sharesnew addition2026-03-312026-05-13

AVGE AMERICAN CENTY ETF TR16.9K shares-39.49%2026-03-312026-05-13

SMH VANECK ETF TRUST3.9K shares81.30%2026-03-312026-05-13

RBLX ROBLOX CORP25.9K shares-45.70%2026-03-312026-05-13

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ADM ARCHER DANIELS MIDLAND CO19.7K sharesnew addition2026-03-312026-05-13

CMF ISHARES TR25.2K shares331.43%2026-03-312026-05-13

LULU LULULEMON ATHLETICA INC9.3K sharesnew addition2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR53.7K sharesnew addition2026-03-312026-05-13

CTVA CORTEVA INC17.0K shares26.59%2026-03-312026-05-13

MTZ MASTEC INC4.4K shares-13.42%2026-03-312026-05-13

OMC OMNICOM GROUP INC18.8K shares64.80%2026-03-312026-05-13

A AGILENT TECHNOLOGIES INC12.4K shares21.26%2026-03-312026-05-13

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VEEV VEEVA SYS INC8.0K shares15.79%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP21.6K sharesnew addition2026-03-312026-05-13

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC16.3K sharesnew addition2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS14.9K shares-7.70%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR45.0K shares0.45%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC4.9K shares365.31%2026-03-312026-05-13

ESGD ISHARES TR14.6K shares-26.63%2026-03-312026-05-13

DFIP DIMENSIONAL ETF TRUST33.2K shares228.24%2026-03-312026-05-13

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CAH CARDINAL HEALTH INC6.5K shares3.94%2026-03-312026-05-13

DHI D R HORTON INC10.1K shares-19.58%2026-03-312026-05-13

HEI HEICO CORP NEW5.0K shares6.63%2026-03-312026-05-13

UAL UNITED AIRLS HLDGS INC15.0K shares20.07%2026-03-312026-05-13

DSI ISHARES TR11.4K shares0.13%2026-03-312026-05-13

MATCH GROUP INC NEW MATCH GROUP INC NEW44.5K shares16.56%2026-03-312026-05-13

AXS AXIS CAP HLDGS LTD13.5K shares-1.22%2026-03-312026-05-13

DOV DOVER CORP6.5K shares1.74%2026-03-312026-05-13

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EPD ENTERPRISE PRODS PARTNERS L36.0K sharesnew addition2026-03-312026-05-13

ACWI ISHARES TR9.8K shares3.67%2026-03-312026-05-13

IT GARTNER INC8.6K shares60.42%2026-03-312026-05-13

LITE LUMENTUM HLDGS INC1.9K sharesnew addition2026-03-312026-05-13

VHT VANGUARD WORLD FD4.9K shares16.20%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T24.6K shares-28.78%2026-03-312026-05-13

THC TENET HEALTHCARE CORP7.1K shares-16.11%2026-03-312026-05-13

VMC VULCAN MATLS CO4.9K shares15.85%2026-03-312026-05-13

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MSCI MSCI INC2.5K shares60.17%2026-03-312026-05-13

EEMV ISHARES INC20.5K shares-2.62%2026-03-312026-05-13

BMRN BIOMARIN PHARMACEUTICAL INC23.3K shares34.76%2026-03-312026-05-13

ADI ANALOG DEVICES INC4.1K shares30.23%2026-03-312026-05-13

CPRT COPART INC39.6K shares65.86%2026-03-312026-05-13

IYG ISHARES TR15.8K shares-1.32%2026-03-312026-05-13

SPTL SPDR SERIES TRUST49.5K sharesnew addition2026-03-312026-05-13

MDB MONGODB INC5.3K shares52.31%2026-03-312026-05-13

Sponsored

DVN DEVON ENERGY CORP NEW25.8K shares-39.62%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP4.6K shares-7.93%2026-03-312026-05-13

GSIE GOLDMAN SACHS ETF TR29.9K shares-2.06%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP3.2K shares62.02%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST38.8K shares29.71%2026-03-312026-05-13

PAVE GLOBAL X FDS25.1K sharesnew addition2026-03-312026-05-13

FVD FIRST TR EXCHANGE-TRADED FD27.1K shares-15.59%2026-03-312026-05-13

EQIX EQUINIX INC1.3K shares219.75%2026-03-312026-05-13

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC12.7K shares-26.26%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C52.9K shares79.44%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST6.0K shares3.20%2026-03-312026-05-13

SUI SUN CMNTYS INC10.0K shares-16.15%2026-03-312026-05-13

AON PLC AON PLC3.8K sharesnew addition2026-03-312026-05-13

IJK ISHARES TR12.3K shares1.06%2026-03-312026-05-13

TW TRADEWEB MKTS INC10.5K shares35.27%2026-03-312026-05-13

IWR ISHARES TR12.7K shares-3.22%2026-03-312026-05-13

Sponsored

NUE NUCOR CORP7.3K shares-34.73%2026-03-312026-05-13

BBY BEST BUY INC19.2K shares-45.89%2026-03-312026-05-13

APLU ALLSPRING EXCHANGE TRADED FU49.8K sharesnew addition2026-03-312026-05-13

GAP GAP INC50.6K shares16.45%2026-03-312026-05-13

ITOT

ISHARES TR

7.39%

Shares5.4M

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

11.97%

Shares17.8M

Event2026-03-31

Filed2026-05-13

BSVO

EA SERIES TRUST

2.57%

Shares20.1M

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

335.34%

Shares7.9M

Event2026-03-31

Filed2026-05-13

AVDV

AMERICAN CENTY ETF TR

5.45%

Shares4.1M

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

7.96%

Shares5.7M

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

4.86%

Shares6.1M

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

5.78%

Shares3.8M

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

23.65%

Shares2.5M

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

9.76%

Shares7.7M

Event2026-03-31

Filed2026-05-13

DFSD

DIMENSIONAL ETF TRUST

347.33%

Shares5.1M

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

6.76%

Shares4.9M

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD MALVERN FDS

279.69%

Shares4.2M

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

18.88%

Shares596.3K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

8.77%

Shares2.5M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

11.69%

Shares561.2K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

8.28%

Shares3.7M

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL ETF TRUST

18.25%

Shares3.3M

Event2026-03-31

Filed2026-05-13

DISV

DIMENSIONAL ETF TRUST

9.93%

Shares2.9M

Event2026-03-31

Filed2026-05-13

DIHP

DIMENSIONAL ETF TRUST

17.00%

Shares3.1M

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

24.63%

Shares2.2M

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

13.13%

Shares1.8M

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.96%

Shares464.3K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

179.73%

Shares115.5K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

9.21%

Shares2.1M

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

11.97%

Shares940.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

13.30%

Shares175.1K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-1.95%

Shares920.4K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

182.78%

Shares744.6K

Event2026-03-31

Filed2026-05-13

DFNM

DIMENSIONAL ETF TRUST

14206.87%

Shares1.2M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

11.61%

Shares782.6K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

-5.01%

Shares1.6M

Event2026-03-31

Filed2026-05-13

DFGR

DIMENSIONAL ETF TRUST

2498.63%

Shares1.8M

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

17.93%

Shares542.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

28.21%

Shares73.1K

Event2026-03-31

Filed2026-05-13

AVUS

AMERICAN CENTY ETF TR

24.46%

Shares380.9K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-7.32%

Shares1.4M

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

19.45%

Shares1.2M

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-5.61%

Shares1.2M

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.87%

Shares181.3K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

5.75%

Shares1.0M

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

206.85%

Shares757.9K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

34.06%

Shares372.4K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

-1.30%

Shares131.9K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-6.02%

Shares383.0K

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

4.23%

Shares346.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

5.38%

Shares96.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

4.86%

Shares56.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

12.90%

Shares90.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-9.51%

Shares147.7K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

28.73%

Shares66.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

32.79%

Shares78.6K

Event2026-03-31

Filed2026-05-13

SPTM

SPDR SERIES TRUST

-3.73%

Shares305.8K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

6.17%

Shares72.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

14.87%

Shares79.6K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

6.39%

Shares34.0K

Event2026-03-31

Filed2026-05-13

LPLA

LPL FINL HLDGS INC

-31.05%

Shares68.8K

Event2026-03-31

Filed2026-05-13