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The Analysis of Foster Group, Inc.'s Holdings & P&L

Currently, Foster Group, Inc. holds 284 types of securities in its portfolio with a total value $3.4B. In the most recent quarter, they have increased their positions in VTI (+52.7K shares, valued at $16.9M), IVV (+21.4K shares, valued at $14.0M), VGIT (+185.0K shares, valued at $11.0M); decreased their positions in DFIV (-171.3K shares, valued at $9.0M), AVDV (-51.3K shares, valued at $5.1M), DFAE (-135.8K shares, valued at $4.6M); initiated new positions in ITW (+1.4K shares, valued at $369.1K), PLD (+2.1K shares, valued at $275.6K), WDC (+976 shares, valued at $264.0K).

1M P&L

+101.3M+2.90%

3M P&L

+99.3M+2.84%

HY P&L

+343.5M+10.57%

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/A3.1B

94.3%

2Consumer Electronics38.1M

1.2%

3Software - Infrastructure13.6M

0.4%

Top Industries by Stock Count

1N/A109 stocks

40.7%

2Drug Manufacturers - General8 stocks

3.0%

3Semiconductors8 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.4M shares3.92%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS2.8M shares1.24%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS2.4M shares5.27%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS2.7M shares7.49%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST2.9M shares-5.52%2026-03-312026-04-13

DFLV DIMENSIONAL ETF TRUST4.1M shares-2.02%2026-03-312026-04-13

QUAL ISHARES TR750.3K shares4.25%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST3.8M shares-3.45%2026-03-312026-04-13

Sponsored

VTV VANGUARD INDEX FDS605.0K shares-1.17%2026-03-312026-04-13

IUSV ISHARES TR1.1M shares2.90%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST3.1M shares3.34%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR702.4K shares-3.41%2026-03-312026-04-13

MTUM ISHARES TR317.8K shares3.06%2026-03-312026-04-13

IVV ISHARES TR114.1K shares23.04%2026-03-312026-04-13

DFNM DIMENSIONAL ETF TRUST1.5M shares-0.38%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST947.1K shares-1.80%2026-03-312026-04-13

Sponsored

IDEV ISHARES TR775.7K shares-0.30%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST1.3M shares-0.58%2026-03-312026-04-13

MUB ISHARES TR542.7K shares10.42%2026-03-312026-04-13

ICSH ISHARES TR1.1M shares6.68%2026-03-312026-04-13

DIHP DIMENSIONAL ETF TRUST1.7M shares0.29%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS864.8K shares6.13%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR495.6K shares-9.38%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS885.7K shares-0.77%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS186.8K shares0.21%2026-03-312026-04-13

AAPL APPLE INC150.1K shares2.40%2026-03-312026-04-13

GOVT ISHARES TR1.6M shares-0.06%2026-03-312026-04-13

IEMG ISHARES INC466.7K shares-1.98%2026-03-312026-04-13

MEAR ISHARES U S ETF TR589.9K shares7.07%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST394.2K shares-1.92%2026-03-312026-04-13

IQLT ISHARES TR529.0K shares1.59%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST323.9K shares-2.51%2026-03-312026-04-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR39.8K shares-7.83%2026-03-312026-04-13

TFI SPDR SERIES TRUST476.4K shares1.18%2026-03-312026-04-13

VLUE ISHARES TR136.9K shares-0.06%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F337.8K shares17.79%2026-03-312026-04-13

IVLU ISHARES TR366.8K shares-4.71%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F102.6K shares0.44%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL18 shares5.88%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.2K shares7.19%2026-03-312026-04-13

Sponsored

IWM ISHARES TR41.1K shares-4.04%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND17.6K shares0.00%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO26.5K shares0.83%2026-03-312026-04-13

ALPHABET INC ALPHABET INC27.8K shares4.30%2026-03-312026-04-13

NVDA NVIDIA CORPORATION43.1K shares9.30%2026-03-312026-04-13

DE DEERE & CO11.8K shares30.00%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC43.9K shares-28.27%2026-03-312026-04-13

SHM SPDR SERIES TRUST121.2K shares-0.19%2026-03-312026-04-13

Sponsored

CASY CASEYS GEN STORES INC7.9K shares-0.03%2026-03-312026-04-13

MSFT MICROSOFT CORP15.2K shares7.35%2026-03-312026-04-13

META META PLATFORMS INC9.0K shares2.74%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR197.3K shares5.70%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST117.8K shares0.66%2026-03-312026-04-13

AMZN AMAZON COM INC21.4K shares-0.19%2026-03-312026-04-13

OVV OVINTIV INC74.6K shares0.00%2026-03-312026-04-13

WFC WELLS FARGO & CO46.6K shares12.27%2026-03-312026-04-13

Sponsored

BSV VANGUARD BD INDEX FDS46.8K shares1.53%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS42.4K shares1.80%2026-03-312026-04-13

ESGU ISHARES TR24.7K shares-2.33%2026-03-312026-04-13

ITOT ISHARES TR23.7K shares0.11%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR111.4K shares4.57%2026-03-312026-04-13

COP CONOCOPHILLIPS24.3K shares1.20%2026-03-312026-04-13

USMV ISHARES TR33.6K shares-2.63%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST73.8K shares-0.04%2026-03-312026-04-13

Sponsored

EAGG ISHARES TR61.9K shares3.02%2026-03-312026-04-13

VTWO VANGUARD SCOTTSDALE FDS29.1K shares-7.47%2026-03-312026-04-13

TSLA TESLA INC7.8K shares6.50%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS36.6K shares5.89%2026-03-312026-04-13

WMT WALMART INC23.3K shares3.33%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR114.7K shares11.49%2026-03-312026-04-13

MCD MCDONALDS CORP9.2K shares1.88%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO8.7K shares6.57%2026-03-312026-04-13

Sponsored

DFGP DIMENSIONAL ETF TRUST46.1K shares-4.07%2026-03-312026-04-13

XOM EXXON MOBIL CORP14.7K shares4.90%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC6.9K shares3.84%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC7.3K shares9.32%2026-03-312026-04-13

BROADCOM INC BROADCOM INC7.7K shares-3.89%2026-03-312026-04-13

SBSW SIBANYE STILLWATER LTD176.3K shares-0.19%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR84.1K shares14.56%2026-03-312026-04-13

DFSI DIMENSIONAL ETF TRUST49.1K shares-2.91%2026-03-312026-04-13

Sponsored

FNDB SCHWAB STRATEGIC TR75.1K shares11.42%2026-03-312026-04-13

ABBV ABBVIE INC9.2K shares8.82%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC33.0K shares-9.30%2026-03-312026-04-13

JQUA J P MORGAN EXCHANGE TRADED F30.4K shares0.18%2026-03-312026-04-13

PFG PRINCIPAL FINANCIAL GROUP IN19.5K shares2.57%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC10.5K shares8.48%2026-03-312026-04-13

LLY ELI LILLY & CO1.9K shares-1.22%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares2.57%2026-03-312026-04-13

Sponsored

SCHC SCHWAB STRATEGIC TR36.0K shares9.18%2026-03-312026-04-13

FDX FEDEX CORP4.6K shares1.20%2026-03-312026-04-13

DAL DELTA AIR LINES INC24.0K shares-0.04%2026-03-312026-04-13

VUG VANGUARD INDEX FDS3.6K shares1.16%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR47.3K shares12.91%2026-03-312026-04-13

DFAW DIMENSIONAL ETF TRUST21.1K shares34.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON5.7K shares14.87%2026-03-312026-04-13

IUSB ISHARES TR30.1K shares-0.18%2026-03-312026-04-13

Sponsored

ORCL ORACLE CORP9.3K shares12.94%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION1.4K shares11.26%2026-03-312026-04-13

EFAV ISHARES TR14.9K shares-3.99%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR16.6K shares-4.22%2026-03-312026-04-13

CAT CATERPILLAR INC1.7K shares4.44%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC2.9K shares1.84%2026-03-312026-04-13

AMAT APPLIED MATLS INC3.4K shares54.13%2026-03-312026-04-13

V VISA INC3.7K shares8.67%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION5.4K shares21.48%2026-03-312026-04-13

ESGD ISHARES TR11.7K shares-3.40%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-9.13%2026-03-312026-04-13

IWF ISHARES TR2.5K shares-1.68%2026-03-312026-04-13

MA MASTERCARD INCORPORATED2.1K shares-1.47%2026-03-312026-04-13

PEP PEPSICO INC6.7K shares22.95%2026-03-312026-04-13

IJR ISHARES TR8.3K shares10.61%2026-03-312026-04-13

BA BOEING CO5.0K shares0.83%2026-03-312026-04-13

Sponsored

UNH UNITEDHEALTH GROUP INC3.5K shares-3.98%2026-03-312026-04-13

DFSV DIMENSIONAL ETF TRUST27.0K shares-1.84%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS10.6K shares-24.05%2026-03-312026-04-13

EQX EQUINOX GOLD CORP65.0K shares44.44%2026-03-312026-04-13

PG PROCTER & GAMBLE CO6.3K shares22.48%2026-03-312026-04-13

PFE PFIZER INC32.5K shares3.04%2026-03-312026-04-13

AMGN AMGEN INC2.5K shares2.99%2026-03-312026-04-13

SCHH SCHWAB STRATEGIC TR40.7K shares15.25%2026-03-312026-04-13

Sponsored

SPGI S&P GLOBAL INC2.0K shares-3.68%2026-03-312026-04-13

EEMV ISHARES INC13.2K shares-4.41%2026-03-312026-04-13

SPHQ INVESCO EXCHANGE TRADED FD T11.0K shares-0.57%2026-03-312026-04-13

EFV ISHARES TR11.1K shares2.54%2026-03-312026-04-13

MO ALTRIA GROUP INC12.1K shares1.89%2026-03-312026-04-13

VPU VANGUARD WORLD FD3.9K shares1.51%2026-03-312026-04-13

ABT ABBOTT LABORATORIES7.4K shares1.94%2026-03-312026-04-13

FNDE SCHWAB STRATEGIC TR20.0K shares5.75%2026-03-312026-04-13

Sponsored

DFIP DIMENSIONAL ETF TRUST18.1K shares0.00%2026-03-312026-04-13

NFLX NETFLIX INC.7.7K shares13.73%2026-03-312026-04-13

WTBA WEST BANCORPORATION INC30.7K shares-0.28%2026-03-312026-04-13

GLD SPDR GOLD TR1.7K shares0.00%2026-03-312026-04-13

DIS DISNEY WALT CO7.6K shares1.19%2026-03-312026-04-13

IWN ISHARES TR3.8K shares0.45%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC2.1K shares22.55%2026-03-312026-04-13

HD HOME DEPOT INC2.1K shares-27.03%2026-03-312026-04-13

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REET ISHARES TR27.9K shares-28.54%2026-03-312026-04-13

KO COCA COLA CO9.2K shares21.81%2026-03-312026-04-13

EEM ISHARES TR12.3K shares0.00%2026-03-312026-04-13

ORI OLD REP INTL CORP16.6K shares1.08%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE2.3K shares9.81%2026-03-312026-04-13

SHV ISHARES TR6.0K shares-0.03%2026-03-312026-04-13

RTX RTX CORPORATION3.4K shares7.90%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC11.3K shares-5.38%2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC2.3K shares-29.80%2026-03-312026-04-13

DFGR DIMENSIONAL ETF TRUST24.1K shares18.04%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS2.6K shares3.43%2026-03-312026-04-13

IWV ISHARES TR1.7K shares-3.21%2026-03-312026-04-13

DFSE DIMENSIONAL ETF TRUST14.4K shares-5.42%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC5.0K shares2.29%2026-03-312026-04-13

T AT&T INC20.8K shares2.16%2026-03-312026-04-13

CTVA CORTEVA INC7.0K shares-9.20%2026-03-312026-04-13

Sponsored

DFAC DIMENSIONAL ETF TRUST15.1K shares99.80%2026-03-312026-04-13

ASML ASML HLDG NV443 shares1.61%2026-03-312026-04-13

VV VANGUARD INDEX FDS1.9K shares0.52%2026-03-312026-04-13

BAC BANK AMERICA CORP11.8K shares6.00%2026-03-312026-04-13

CSCO CISCO SYS INC7.2K shares15.26%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC2.7K shares6.32%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares11.06%2026-03-312026-04-13

EMXC ISHARES INC6.9K shares-20.39%2026-03-312026-04-13

Sponsored

ALB ALBEMARLE CORP3.0K shares1.73%2026-03-312026-04-13

PSX PHILLIPS 662.9K shares2.40%2026-03-312026-04-13

ESGE ISHARES INC11.8K shares-5.71%2026-03-312026-04-13

NVS NOVARTIS AG3.5K shares5.79%2026-03-312026-04-13

UAL UNITED AIRLS HLDGS INC5.7K shares4.29%2026-03-312026-04-13

NEE NEXTERA ENERGY INC5.4K shares66.03%2026-03-312026-04-13

HSY HERSHEY CO2.3K shares0.74%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR5.9K shares-0.85%2026-03-312026-04-13

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GEV GE VERNOVA INC539 shares24.19%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares10.01%2026-03-312026-04-13

MS MORGAN STANLEY2.8K shares14.36%2026-03-312026-04-13

ESML ISHARES TR9.8K shares-4.47%2026-03-312026-04-13

VSGX VANGUARD WORLD FD6.4K shares-4.49%2026-03-312026-04-13

LOW LOWES COS INC1.9K shares30.14%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR5.0K shares-2.34%2026-03-312026-04-13

WF WOORI FINL GROUP INC6.4K shares3.00%2026-03-312026-04-13

Sponsored

GS GOLDMAN SACHS GROUP INC502 shares5.68%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L11.2K shares0.06%2026-03-312026-04-13

CHT CHUNGHWA TELECOM CO LTD9.8K shares-2.15%2026-03-312026-04-13

WELL WELLTOWER INC2.1K shares8.69%2026-03-312026-04-13

UNP UNION PAC CORP1.7K shares9.29%2026-03-312026-04-13

HSBC HSBC HLDGS PLC4.9K shares1.86%2026-03-312026-04-13

SUSL ISHARES TR3.5K shares-3.55%2026-03-312026-04-13

TJX TJX COS INC NEW2.5K shares13.12%2026-03-312026-04-13

Sponsored

NSC NORFOLK SOUTHN CORP1.4K shares1.79%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC7.8K shares6.82%2026-03-312026-04-13

VXUS VANGUARD STAR FDS5.0K shares-0.38%2026-03-312026-04-13

WM WASTE MGMT INC DEL1.6K shares4.39%2026-03-312026-04-13

KB KB FINL GROUP INC3.8K shares5.04%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC1.4K sharesnew addition2026-03-312026-04-13

CL COLGATE PALMOLIVE CO4.2K shares19.57%2026-03-312026-04-13

LINDE PLC LINDE PLC725 shares30.63%2026-03-312026-04-13

Sponsored

UMC UNITED MICROELECTRONICS CORP39.6K shares0.16%2026-03-312026-04-13

CB CHUBB LTD SWITZ1.1K shares8.19%2026-03-312026-04-13

INTC INTEL CORP7.9K shares10.03%2026-03-312026-04-13

ASX ASE TECHNOLOGY HLDG CO LTD16.0K shares1.19%2026-03-312026-04-13

USB US BANCORP6.5K shares-10.73%2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC931 shares3.10%2026-03-312026-04-13

SUB ISHARES TR3.1K shares0.48%2026-03-312026-04-13

VNQI VANGUARD INTL EQUITY INDEX F7.5K shares0.00%2026-03-312026-04-13

Sponsored

SHEL SHELL PLC3.6K shares9.99%2026-03-312026-04-13

AAXJ ISHARES TR3.4K shares13.33%2026-03-312026-04-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.1K shares-1.26%2026-03-312026-04-13

GILD GILEAD SCIENCES INC2.3K shares14.32%2026-03-312026-04-13

AOS SMITH A O CORP4.9K shares-0.23%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP1.7K shares1.40%2026-03-312026-04-13

APH AMPHENOL CORP2.5K shares3.75%2026-03-312026-04-13

SO SOUTHERN CO3.3K shares27.17%2026-03-312026-04-13

Sponsored

RDY DR REDDYS LABS LTD22.6K shares35.28%2026-03-312026-04-13

MCK MCKESSON CORP359 shares12.89%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP346 shares4.22%2026-03-312026-04-13

LII LENNOX INTL INC661 shares2.96%2026-03-312026-04-13

VFMO VANGUARD WELLINGTON FD1.5K shares0.72%2026-03-312026-04-13

SHG SHINHAN FINANCIAL GROUP CO L4.9K shares7.59%2026-03-312026-04-13

MUFG MITSUBISHI UFJ FINANCIAL GRO17.6K shares1.76%2026-03-312026-04-13

KLAC KLA CORP197 shares11.93%2026-03-312026-04-13

Sponsored

SCCO SOUTHERN COPPER CORP1.7K shares1.16%2026-03-312026-04-13

VB VANGUARD INDEX FDS1.1K shares3.32%2026-03-312026-04-13

SBUX STARBUCKS CORP3.2K shares-8.28%2026-03-312026-04-13

SHOP SHOPIFY INC2.4K shares17.14%2026-03-312026-04-13

ATLO AMES NATL CORP9.9K shares0.90%2026-03-312026-04-13

PLD PROLOGIS INC.2.1K sharesnew addition2026-03-312026-04-13

GIS GENERAL MILLS INC7.3K shares7.46%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW825 shares4.56%2026-03-312026-04-13

Sponsored

AFL AFLAC INC2.4K shares2.99%2026-03-312026-04-13

WDC WESTERN DIGITAL CORP976 sharesnew addition2026-03-312026-04-13

HON HONEYWELL INTL INC1.2K shares13.34%2026-03-312026-04-13

CRM SALESFORCE INC1.4K shares-1.05%2026-03-312026-04-13

SDY SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC3.6K shares5.99%2026-03-312026-04-13

VBK VANGUARD INDEX FDS858 shares-3.05%2026-03-312026-04-13

PHG KONINKLIJKE PHILIPS N V9.4K shares1.72%2026-03-312026-04-13

Sponsored

SYK STRYKER CORPORATION772 shares25.53%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares6.44%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP2.7K shares6.59%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO4.1K shares5.93%2026-03-312026-04-13

QCRH QCR HLDGS INC2.9K sharesnew addition2026-03-312026-04-13

SAN BANCO SANTANDER SA21.7K shares2.86%2026-03-312026-04-13

INTU INTUIT562 shares28.31%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC57 shares5.56%2026-03-312026-04-13

Sponsored

IR INGERSOLL RAND INC3.0K shares1.95%2026-03-312026-04-13

BABA ALIBABA GROUP HLDG LTD1.9K shares-10.50%2026-03-312026-04-13

SAP SAP SE1.4K shares12.48%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 40381 shares0.00%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP2.0K shares8.31%2026-03-312026-04-13

CMCSA COMCAST CORP NEW8.1K shares17.17%2026-03-312026-04-13

TM TOYOTA MOTOR CORP1.1K shares11.55%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC504 shares-3.63%2026-03-312026-04-13

Sponsored

SLYV SPDR SERIES TRUST2.5K shares2.08%2026-03-312026-04-13

KT KT CORP10.8K sharesnew addition2026-03-312026-04-13

NKE NIKE INC4.3K shares-10.60%2026-03-312026-04-13

IEFA ISHARES TR2.5K shares0.00%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.0K shares4.47%2026-03-312026-04-13

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-13

CME CME GROUP INC747 sharesnew addition2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC494 sharesnew addition2026-03-312026-04-13

Sponsored

ADI ANALOG DEVICES INC693 shares-41.91%2026-03-312026-04-13

VAW VANGUARD WORLD FD967 shares0.00%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO864 sharesnew addition2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC436 shares8.19%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL6.4K sharesnew addition2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP763 shares4.52%2026-03-312026-04-13

MPC MARATHON PETE CORP869 shares-55.34%2026-03-312026-04-13

TMUS T-MOBILE US INC1.0K sharesnew addition2026-03-312026-04-13

Sponsored

HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC537 shares18.54%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN1.0K shares15.38%2026-03-312026-04-13

DFAR DIMENSIONAL ETF TRUST8.8K shares0.00%2026-03-312026-04-13

MSTR STRATEGY INC1.7K sharesnew addition2026-03-312026-04-13

NULV NUSHARES ETF TR4.5K shares-3.27%2026-03-312026-04-13

HCA HCA HEALTHCARE INC432 sharesnew addition2026-03-312026-04-13

IJH ISHARES TR3.0K sharesnew addition2026-03-312026-04-13

Sponsored

APP APPLOVIN CORP505 shares-57.09%2026-03-312026-04-13

PWR QUANTA SVCS INC366 sharesnew addition2026-03-312026-04-13

CAH CARDINAL HEALTH INC950 sharesnew addition2026-03-312026-04-13

PGR PROGRESSIVE CORP1.0K shares13.36%2026-03-312026-04-13

RIVN RIVIAN AUTOMOTIVE INC12.4K shares0.56%2026-03-312026-04-13

VALE VALE S A10.5K shares0.81%2026-03-312026-04-13

WIT WIPRO LTD52.4K shares-44.54%2026-03-312026-04-13

VIR VIR BIOTECHNOLOGY INC10.1K sharesnew addition2026-03-312026-04-13

Sponsored

TKC TURKCELL ILETISIM10.4K sharesnew addition2026-03-312026-04-13

LYG LLOYDS BANKING GROUP PLC12.4K shares0.00%2026-03-312026-04-13

ENIC ENEL CHILE SA10.7K shares0.00%2026-03-312026-04-13

ABEV AMBEV SA14.0K shares14.74%2026-03-312026-04-13

VTI

VANGUARD INDEX FDS

3.92%

Shares1.4M

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

1.24%

Shares2.8M

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

5.27%

Shares2.4M

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

7.49%

Shares2.7M

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

-5.52%

Shares2.9M

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

-2.02%

Shares4.1M

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

4.25%

Shares750.3K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

-3.45%

Shares3.8M

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-1.17%

Shares605.0K

Event2026-03-31

Filed2026-04-13

IUSV

ISHARES TR

2.90%

Shares1.1M

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

3.34%

Shares3.1M

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

-3.41%

Shares702.4K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

3.06%

Shares317.8K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

23.04%

Shares114.1K

Event2026-03-31

Filed2026-04-13

DFNM

DIMENSIONAL ETF TRUST

-0.38%

Shares1.5M

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

-1.80%

Shares947.1K

Event2026-03-31

Filed2026-04-13

IDEV

ISHARES TR

-0.30%

Shares775.7K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

-0.58%

Shares1.3M

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

10.42%

Shares542.7K

Event2026-03-31

Filed2026-04-13

ICSH

ISHARES TR

6.68%

Shares1.1M

Event2026-03-31

Filed2026-04-13

DIHP

DIMENSIONAL ETF TRUST

0.29%

Shares1.7M

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

6.13%

Shares864.8K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

-9.38%

Shares495.6K

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

-0.77%

Shares885.7K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

0.21%

Shares186.8K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

2.40%

Shares150.1K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

-0.06%

Shares1.6M

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-1.98%

Shares466.7K

Event2026-03-31

Filed2026-04-13

MEAR

ISHARES U S ETF TR

7.07%

Shares589.9K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

-1.92%

Shares394.2K

Event2026-03-31

Filed2026-04-13

IQLT

ISHARES TR

1.59%

Shares529.0K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

-2.51%

Shares323.9K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-7.83%

Shares39.8K

Event2026-03-31

Filed2026-04-13

TFI

SPDR SERIES TRUST

1.18%

Shares476.4K

Event2026-03-31

Filed2026-04-13

VLUE

ISHARES TR

-0.06%

Shares136.9K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

17.79%

Shares337.8K

Event2026-03-31

Filed2026-04-13

IVLU

ISHARES TR

-4.71%

Shares366.8K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

0.44%

Shares102.6K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

5.88%

Shares18

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

7.19%

Shares24.2K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-4.04%

Shares41.1K

Event2026-03-31

Filed2026-04-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

0.83%

Shares26.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

4.30%

Shares27.8K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

9.30%

Shares43.1K

Event2026-03-31

Filed2026-04-13

DEERE & CO

30.00%

Shares11.8K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

-28.27%

Shares43.9K

Event2026-03-31

Filed2026-04-13

SHM

SPDR SERIES TRUST

-0.19%

Shares121.2K

Event2026-03-31

Filed2026-04-13

CASY

CASEYS GEN STORES INC

-0.03%

Shares7.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

7.35%

Shares15.2K

Event2026-03-31

Filed2026-04-13