Sponsored

The Analysis of Gemmer Asset Management LLC's Holdings & P&L

Currently, Gemmer Asset Management LLC holds 172 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IGSB (+263.7K shares, valued at $13.9M), SCHG (+370.7K shares, valued at $10.8M), MU (+28.5K shares, valued at $9.6M); decreased their positions in SPSB (-358.7K shares, valued at $10.8M), SCHV (-250.6K shares, valued at $7.6M), AGG (-52.0K shares, valued at $5.2M); initiated new positions in ERO (+179.6K shares, valued at $4.8M), AEM (+20.5K shares, valued at $4.2M), VALE (+107.2K shares, valued at $1.7M).

1M P&L

+69.8M+5.19%

3M P&L

-43.1M-2.96%

HY P&L

+65.1M+4.83%

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/A1.1B

84.8%

2Semiconductors84.4M

6.7%

3Specialty Business Services18.0M

1.4%

Top Industries by Stock Count

1N/A96 stocks

56.8%

2Semiconductors6 stocks

3.6%

3Drug Manufacturers - General5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR6.1M shares2.52%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR3.4M shares-6.80%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR3.1M shares13.72%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR2.7M shares1.30%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS820.4K shares10.09%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS898.4K shares1.22%2026-03-312026-04-23

NVDA NVIDIA CORPORATION278.3K shares-7.51%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR1.5M shares0.65%2026-03-312026-04-23

Sponsored

EFAX SPDR INDEX SHS FDS694.5K shares4.92%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC86.6K shares49.09%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR1.1M shares-0.56%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR885.4K shares-5.79%2026-03-312026-04-23

SPSB SPDR SERIES TRUST828.4K shares-30.21%2026-03-312026-04-23

PYLD PIMCO ETF TR941.7K shares7.85%2026-03-312026-04-23

SPYX SPDR SERIES TRUST453.6K shares2.29%2026-03-312026-04-23

FNDA SCHWAB STRATEGIC TR646.9K shares0.94%2026-03-312026-04-23

Sponsored

ESGV VANGUARD WORLD FD183.6K shares3.27%2026-03-312026-04-23

VB VANGUARD INDEX FDS69.6K shares1.82%2026-03-312026-04-23

ABM ABM INDS INC468.5K shares0.00%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST498.4K shares4.52%2026-03-312026-04-23

VUG VANGUARD INDEX FDS39.4K shares1.74%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS218.7K shares51.87%2026-03-312026-04-23

DSI ISHARES TR138.7K shares1.60%2026-03-312026-04-23

IGSB ISHARES TR315.8K shares506.83%2026-03-312026-04-23

Sponsored

VTV VANGUARD INDEX FDS82.1K shares-1.26%2026-03-312026-04-23

AAPL APPLE INC54.9K shares-0.47%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST358.0K shares2.20%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR369.9K shares5.66%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST282.6K shares1.75%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST284.8K shares5.73%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST138.4K shares2.92%2026-03-312026-04-23

VO VANGUARD INDEX FDS33.4K shares-2.76%2026-03-312026-04-23

Sponsored

SBUX STARBUCKS CORP105.0K shares-0.15%2026-03-312026-04-23

METV LISTED FDS TR12.2K shares-0.24%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST88.1K shares2.36%2026-03-312026-04-23

JAVA J P MORGAN EXCHANGE TRADED F73.5K shares0.33%2026-03-312026-04-23

MSFT MICROSOFT CORP14.1K shares-2.38%2026-03-312026-04-23

EFA ISHARES TR53.2K shares0.55%2026-03-312026-04-23

ESML ISHARES TR104.0K shares12.10%2026-03-312026-04-23

ERO ERO COPPER CORP179.6K sharesnew addition2026-03-312026-04-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC14.1K shares81.16%2026-03-312026-04-23

SHY ISHARES TR54.2K shares-17.26%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD20.5K sharesnew addition2026-03-312026-04-23

VRT VERTIV HOLDINGS CO15.6K shares90.30%2026-03-312026-04-23

AMZN AMAZON COM INC18.3K shares-3.43%2026-03-312026-04-23

IVV ISHARES TR5.8K shares-1.17%2026-03-312026-04-23

IVE ISHARES TR17.3K shares-4.19%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T5.6K shares-0.74%2026-03-312026-04-23

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares-2.70%2026-03-312026-04-23

GPRO GOPRO INC11.4K shares-0.82%2026-03-312026-04-23

SLV ISHARES SILVER TR45.8K shares110.04%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F54.3K shares-0.02%2026-03-312026-04-23

CHAT TIDAL TRUST II44.1K shares-35.78%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC7.7K shares0.03%2026-03-312026-04-23

IWB ISHARES TR7.1K shares0.01%2026-03-312026-04-23

VTI VANGUARD INDEX FDS7.3K shares0.11%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON8.5K shares7.55%2026-03-312026-04-23

CGGR CAPITAL GROUP GROWTH ETF51.4K shares3.80%2026-03-312026-04-23

HD HOME DEPOT INC6.2K shares-4.40%2026-03-312026-04-23

AMAT APPLIED MATLS INC5.4K shares141.60%2026-03-312026-04-23

VALE VALE S A107.2K sharesnew addition2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST47.1K shares-0.89%2026-03-312026-04-23

IVW ISHARES TR13.8K shares5.40%2026-03-312026-04-23

NFLX NETFLIX INC.16.1K shares-8.77%2026-03-312026-04-23

Sponsored

ARTY ISHARES TR32.6K shares22.88%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST43.0K shares-0.94%2026-03-312026-04-23

TSLA TESLA INC3.9K shares-9.45%2026-03-312026-04-23

URA GLOBAL X FDS26.7K shares-20.74%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION1.3K shares-2.81%2026-03-312026-04-23

CCJ CAMECO CORP11.6K shares0.00%2026-03-312026-04-23

SCHK SCHWAB STRATEGIC TR40.0K shares19.64%2026-03-312026-04-23

VOOV VANGUARD ADMIRAL FDS INC6.1K shares0.02%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO4.1K shares-1.49%2026-03-312026-04-23

AGG ISHARES TR12.0K shares-81.29%2026-03-312026-04-23

ORCL ORACLE CORP7.9K shares-1.62%2026-03-312026-04-23

INTU INTUIT2.6K shares3.33%2026-03-312026-04-23

TAN INVESCO EXCH TRADED FD TR II19.4K shares-25.39%2026-03-312026-04-23

LLY ELI LILLY & CO1.2K shares-4.49%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC3.0K shares0.24%2026-03-312026-04-23

IJR ISHARES TR8.4K shares-2.33%2026-03-312026-04-23

Sponsored

DFEM DIMENSIONAL ETF TRUST30.2K shares-1.33%2026-03-312026-04-23

BAC BANK AMERICA CORP20.3K shares-1.89%2026-03-312026-04-23

RIO RIO TINTO PLC10.5K sharesnew addition2026-03-312026-04-23

WMT WALMART INC7.7K shares-0.47%2026-03-312026-04-23

NOBL PROSHARES TR8.8K shares0.00%2026-03-312026-04-23

IJH ISHARES TR13.0K shares0.69%2026-03-312026-04-23

QCOM QUALCOMM INC6.7K shares-35.29%2026-03-312026-04-23

CVX CHEVRON CORPORATION4.1K shares-1.75%2026-03-312026-04-23

Sponsored

V VISA INC2.8K shares-5.09%2026-03-312026-04-23

PCG PG&E CORP47.8K shares-2.68%2026-03-312026-04-23

ITOT ISHARES TR5.9K shares0.81%2026-03-312026-04-23

CSCO CISCO SYS INC10.6K shares6.61%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.03%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST18.3K shares0.15%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC5.5K shares16.82%2026-03-312026-04-23

Sponsored

SCHD SCHWAB STRATEGIC TR21.3K shares3.46%2026-03-312026-04-23

UPST UPSTART HLDGS INC25.4K shares5.72%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP2.3K sharesnew addition2026-03-312026-04-23

XOM EXXON MOBIL CORP3.6K shares2.72%2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F7.4K shares-77.87%2026-03-312026-04-23

ABBV ABBVIE INC2.7K shares0.89%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST11.1K shares0.01%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC2.7K shares1.95%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC5.8K shares3.17%2026-03-312026-04-23

GILD GILEAD SCIENCES INC3.7K shares2.66%2026-03-312026-04-23

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR3.8K shares0.00%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-03-312026-04-23

VSGX VANGUARD WORLD FD7.0K shares6.27%2026-03-312026-04-23

AMGN AMGEN INC1.4K shares1.28%2026-03-312026-04-23

CAT CATERPILLAR INC700 shares1.89%2026-03-312026-04-23

Sponsored

VONV VANGUARD SCOTTSDALE FDS5.3K shares0.00%2026-03-312026-04-23

GEV GE VERNOVA INC550 shares4.96%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC3.3K shares0.65%2026-03-312026-04-23

INTC INTEL CORP10.3K shares-5.74%2026-03-312026-04-23

ESGE ISHARES INC10.0K shares6.40%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST14.1K shares28.94%2026-03-312026-04-23

PG PROCTER & GAMBLE CO3.1K shares-1.41%2026-03-312026-04-23

QUAL ISHARES TR2.3K shares-1.77%2026-03-312026-04-23

Sponsored

VBR VANGUARD INDEX FDS2.0K shares0.36%2026-03-312026-04-23

MA MASTERCARD INCORPORATED806 shares2.94%2026-03-312026-04-23

IWM ISHARES TR1.6K shares-0.25%2026-03-312026-04-23

HBM HUDBAY MINERALS INC18.6K sharesnew addition2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST9.2K shares39.17%2026-03-312026-04-23

IEFA ISHARES TR4.3K shares0.02%2026-03-312026-04-23

VXUS VANGUARD STAR FDS5.0K shares18.80%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.6K shares3.82%2026-03-312026-04-23

Sponsored

DFAX DIMENSIONAL ETF TRUST11.2K shares-3.14%2026-03-312026-04-23

FDM FIRST TR EXCHANGE-TRADED FD4.5K shares0.29%2026-03-312026-04-23

SCMB SCHWAB STRATEGIC TR14.4K shares0.58%2026-03-312026-04-23

CVLC MORGAN STANLEY ETF TRUST4.5K shares0.22%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP3.8K shares-26.09%2026-03-312026-04-23

CVSB MORGAN STANLEY ETF TRUST7.0K shares0.68%2026-03-312026-04-23

ESGD ISHARES TR3.7K shares0.00%2026-03-312026-04-23

KO COCA COLA CO4.6K shares26.46%2026-03-312026-04-23

Sponsored

IEMG ISHARES INC4.7K shares13.45%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC2.0K shares4.71%2026-03-312026-04-23

T AT&T INC11.1K shares1.36%2026-03-312026-04-23

MCD MCDONALDS CORP1.0K shares-7.04%2026-03-312026-04-23

MS MORGAN STANLEY1.9K shares0.47%2026-03-312026-04-23

LNG CHENIERE ENERGY INC1.1K shares0.28%2026-03-312026-04-23

COP CONOCOPHILLIPS2.3K shares1.00%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F6.0K shares0.00%2026-03-312026-04-23

Sponsored

DIS DISNEY WALT CO3.1K shares-3.97%2026-03-312026-04-23

CTVA CORTEVA INC3.5K shares0.14%2026-03-312026-04-23

ABT ABBOTT LABORATORIES2.8K shares-1.42%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP469 shares-0.85%2026-03-312026-04-23

IWD ISHARES TR1.3K shares-4.54%2026-03-312026-04-23

CRM SALESFORCE INC1.5K shares-8.41%2026-03-312026-04-23

SHOP SHOPIFY INC2.3K shares-3.12%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS2.9K shares7.94%2026-03-312026-04-23

Sponsored

VOE VANGUARD INDEX FDS1.4K shares-2.36%2026-03-312026-04-23

UNP UNION PAC CORP1.0K shares1.50%2026-03-312026-04-23

DFEV DIMENSIONAL ETF TRUST6.8K shares0.09%2026-03-312026-04-23

VBK VANGUARD INDEX FDS810 shares-94.90%2026-03-312026-04-23

VLO VALERO ENERGY CORP986 sharesnew addition2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST5.9K shares0.24%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC285 shares2.15%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC504 shares-1.37%2026-03-312026-04-23

Sponsored

WMB WILLIAMS COS INC3.2K sharesnew addition2026-03-312026-04-23

SUB ISHARES TR2.1K shares0.47%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L5.7K sharesnew addition2026-03-312026-04-23

SPYG SPDR SERIES TRUST2.2K shares0.14%2026-03-312026-04-23

WDAY WORKDAY INC1.6K shares-1.73%2026-03-312026-04-23

CVMC MORGAN STANLEY ETF TRUST3.2K sharesnew addition2026-03-312026-04-23

DHS WISDOMTREE TR1.9K sharesnew addition2026-03-312026-04-23

Sponsored

HON HONEYWELL INTL INC899 sharesnew addition2026-03-312026-04-23

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-04-23

ANIX ANIXA BIOSCIENCES INC35.0K shares0.00%2026-03-312026-04-23

SCHF

SCHWAB STRATEGIC TR

2.52%

Shares6.1M

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

-6.80%

Shares3.4M

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

13.72%

Shares3.1M

Event2026-03-31

Filed2026-04-23

FNDX

SCHWAB STRATEGIC TR

1.30%

Shares2.7M

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

10.09%

Shares820.4K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

1.22%

Shares898.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-7.51%

Shares278.3K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

0.65%

Shares1.5M

Event2026-03-31

Filed2026-04-23

EFAX

SPDR INDEX SHS FDS

4.92%

Shares694.5K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

49.09%

Shares86.6K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

-0.56%

Shares1.1M

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

-5.79%

Shares885.4K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

-30.21%

Shares828.4K

Event2026-03-31

Filed2026-04-23

PYLD

PIMCO ETF TR

7.85%

Shares941.7K

Event2026-03-31

Filed2026-04-23

SPYX

SPDR SERIES TRUST

2.29%

Shares453.6K

Event2026-03-31

Filed2026-04-23

FNDA

SCHWAB STRATEGIC TR

0.94%

Shares646.9K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

3.27%

Shares183.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.82%

Shares69.6K

Event2026-03-31

Filed2026-04-23

ABM

ABM INDS INC

0.00%

Shares468.5K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

4.52%

Shares498.4K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

1.74%

Shares39.4K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

51.87%

Shares218.7K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

1.60%

Shares138.7K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

506.83%

Shares315.8K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-1.26%

Shares82.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.47%

Shares54.9K

Event2026-03-31

Filed2026-04-23

DUHP

DIMENSIONAL ETF TRUST

2.20%

Shares358.0K

Event2026-03-31

Filed2026-04-23

SCHE

SCHWAB STRATEGIC TR

5.66%

Shares369.9K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

1.75%

Shares282.6K

Event2026-03-31

Filed2026-04-23

DFLV

DIMENSIONAL ETF TRUST

5.73%

Shares284.8K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

2.92%

Shares138.4K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-2.76%

Shares33.4K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

-0.15%

Shares105.0K

Event2026-03-31

Filed2026-04-23

METV

LISTED FDS TR

-0.24%

Shares12.2K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

2.36%

Shares88.1K

Event2026-03-31

Filed2026-04-23

JAVA

J P MORGAN EXCHANGE TRADED F

0.33%

Shares73.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-2.38%

Shares14.1K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

0.55%

Shares53.2K

Event2026-03-31

Filed2026-04-23

ESML

ISHARES TR

12.10%

Shares104.0K

Event2026-03-31

Filed2026-04-23

ERO

ERO COPPER CORP

New

Shares179.6K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

81.16%

Shares14.1K

Event2026-03-31

Filed2026-04-23

SHY

ISHARES TR

-17.26%

Shares54.2K

Event2026-03-31

Filed2026-04-23

AEM

AGNICO EAGLE MINES LTD

New

Shares20.5K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO

90.30%

Shares15.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-3.43%

Shares18.3K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-1.17%

Shares5.8K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-4.19%

Shares17.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-0.74%

Shares5.6K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-2.70%

Shares7.0K

Event2026-03-31

Filed2026-04-23

GPRO

GOPRO INC

-0.82%

Shares11.4K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

110.04%

Shares45.8K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-0.02%

Shares54.3K

Event2026-03-31

Filed2026-04-23

CHAT

TIDAL TRUST II

-35.78%

Shares44.1K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES INC

0.03%

Shares7.7K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.01%

Shares7.1K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.11%

Shares7.3K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

7.55%

Shares8.5K

Event2026-03-31

Filed2026-04-23

CGGR

CAPITAL GROUP GROWTH ETF

3.80%

Shares51.4K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-4.40%

Shares6.2K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

141.60%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VALE

VALE S A

New

Shares107.2K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

-0.89%

Shares47.1K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

5.40%

Shares13.8K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

-8.77%

Shares16.1K

Event2026-03-31

Filed2026-04-23

ARTY

ISHARES TR

22.88%

Shares32.6K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

-0.94%

Shares43.0K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-9.45%

Shares3.9K

Event2026-03-31

Filed2026-04-23

URA

GLOBAL X FDS

-20.74%

Shares26.7K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-2.81%

Shares1.3K

Event2026-03-31

Filed2026-04-23

CCJ

CAMECO CORP

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-23

SCHK

SCHWAB STRATEGIC TR

19.64%

Shares40.0K

Event2026-03-31

Filed2026-04-23

VOOV

VANGUARD ADMIRAL FDS INC

0.02%

Shares6.1K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-1.49%

Shares4.1K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

-81.29%

Shares12.0K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-1.62%

Shares7.9K

Event2026-03-31

Filed2026-04-23

INTU

INTUIT

3.33%

Shares2.6K

Event2026-03-31

Filed2026-04-23

TAN

INVESCO EXCH TRADED FD TR II

-25.39%

Shares19.4K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

-4.49%

Shares1.2K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

0.24%

Shares3.0K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-2.33%

Shares8.4K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

-1.33%

Shares30.2K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-1.89%

Shares20.3K

Event2026-03-31

Filed2026-04-23

RIO

RIO TINTO PLC

New

Shares10.5K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-0.47%

Shares7.7K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

0.69%

Shares13.0K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-35.29%

Shares6.7K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-1.75%

Shares4.1K

Event2026-03-31

Filed2026-04-23

VISA INC

-5.09%

Shares2.8K

Event2026-03-31

Filed2026-04-23

PCG

PG&E CORP

-2.68%

Shares47.8K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

0.81%

Shares5.9K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

6.61%

Shares10.6K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

0.15%

Shares18.3K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

16.82%

Shares5.5K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

3.46%

Shares21.3K

Event2026-03-31

Filed2026-04-23

UPST

UPSTART HLDGS INC

5.72%

Shares25.4K

Event2026-03-31

Filed2026-04-23

WDC

WESTERN DIGITAL CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

2.72%

Shares3.6K

Event2026-03-31

Filed2026-04-23

VGK

VANGUARD INTL EQUITY INDEX F

-77.87%

Shares7.4K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

0.89%

Shares2.7K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

0.01%

Shares11.1K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

1.95%

Shares2.7K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

3.17%

Shares5.8K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

2.66%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

VSGX

VANGUARD WORLD FD

6.27%

Shares7.0K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

1.28%

Shares1.4K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

1.89%

Shares700

Event2026-03-31

Filed2026-04-23

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

4.96%

Shares550

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

0.65%

Shares3.3K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-5.74%

Shares10.3K

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC

6.40%

Shares10.0K

Event2026-03-31

Filed2026-04-23

DIHP

DIMENSIONAL ETF TRUST

28.94%

Shares14.1K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-1.41%

Shares3.1K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

-1.77%

Shares2.3K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.36%

Shares2.0K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

2.94%

Shares806

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-0.25%

Shares1.6K

Event2026-03-31

Filed2026-04-23

HBM

HUDBAY MINERALS INC

New

Shares18.6K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

39.17%

Shares9.2K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

0.02%

Shares4.3K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

18.80%

Shares5.0K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

3.82%

Shares1.6K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

-3.14%

Shares11.2K

Event2026-03-31

Filed2026-04-23

FDM

FIRST TR EXCHANGE-TRADED FD

0.29%

Shares4.5K

Event2026-03-31

Filed2026-04-23

SCMB

SCHWAB STRATEGIC TR

0.58%

Shares14.4K

Event2026-03-31

Filed2026-04-23

CVLC

MORGAN STANLEY ETF TRUST

0.22%

Shares4.5K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

-26.09%

Shares3.8K

Event2026-03-31

Filed2026-04-23

CVSB

MORGAN STANLEY ETF TRUST

0.68%

Shares7.0K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

26.46%

Shares4.6K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

13.45%

Shares4.7K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

4.71%

Shares2.0K

Event2026-03-31

Filed2026-04-23

AT&T INC

1.36%

Shares11.1K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-7.04%

Shares1.0K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

0.47%

Shares1.9K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

1.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-3.97%

Shares3.1K

Event2026-03-31

Filed2026-04-23

CTVA

CORTEVA INC

0.14%

Shares3.5K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-1.42%

Shares2.8K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-0.85%

Shares469

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

-4.54%

Shares1.3K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

-8.41%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SHOP

SHOPIFY INC

-3.12%

Shares2.3K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

7.94%

Shares2.9K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

-2.36%

Shares1.4K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

1.50%

Shares1.0K

Event2026-03-31

Filed2026-04-23

DFEV

DIMENSIONAL ETF TRUST

0.09%

Shares6.8K

Event2026-03-31

Filed2026-04-23

VBK

VANGUARD INDEX FDS

-94.90%

Shares810

Event2026-03-31

Filed2026-04-23

VLO

VALERO ENERGY CORP

New

Shares986

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

0.24%

Shares5.9K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

2.15%

Shares285

Event2026-03-31

Filed2026-04-23

ISRG

INTUITIVE SURGICAL INC

-1.37%

Shares504

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

0.47%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PANW

PALO ALTO NETWORKS INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.7K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-23

WDAY

WORKDAY INC

-1.73%

Shares1.6K

Event2026-03-31

Filed2026-04-23

CVMC

MORGAN STANLEY ETF TRUST

New

Shares3.2K

Event2026-03-31

Filed2026-04-23

DHS

WISDOMTREE TR

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

New

Shares899

Event2026-03-31

Filed2026-04-23

VDE

VANGUARD WORLD FD

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-23

ANIX

ANIXA BIOSCIENCES INC

0.00%

Shares35.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available