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The Analysis of Glass Jacobson Investment Advisors llc's Holdings & P&L

Currently, Glass Jacobson Investment Advisors llc holds 607 types of securities in its portfolio with a total value $290.0M. In the most recent quarter, they have increased their positions in DFAU (+27.8K shares, valued at $1.3M), DFAI (+22.3K shares, valued at $867.5K), BND (+11.7K shares, valued at $860.0K); decreased their positions in GLD (-738 shares, valued at $317.6K), FLOT (-5.1K shares, valued at $258.5K), NFLX (-2.5K shares, valued at $236.3K); initiated new positions in WDC (+697 shares, valued at $188.6K), FIX (+123 shares, valued at $169.7K), N/A (+749 shares, valued at $160.0K).

1M P&L

-3.4M-1.12%

3M P&L

-35.1M-10.52%

HY P&L

-15.8M-5.03%

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/A255.6M

91.3%

2Semiconductors3.5M

1.2%

3Consumer Electronics2.8M

1.0%

Top Industries by Stock Count

1N/A358 stocks

62.3%

2Drug Manufacturers - General9 stocks

1.6%

3Software - Application9 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST221.7K shares14.32%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST227.2K shares10.86%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS98.8K shares13.41%2026-03-312026-04-23

FPE FIRST TR EXCH TRADED FD III403.2K shares0.19%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST119.7K shares5.70%2026-03-312026-04-23

VBR VANGUARD INDEX FDS22.4K shares3.48%2026-03-312026-04-23

VTV VANGUARD INDEX FDS23.9K shares-0.40%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS7.1K shares7.62%2026-03-312026-04-23

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EFA ISHARES TR43.4K shares-2.63%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST57.3K shares8.72%2026-03-312026-04-23

VUG VANGUARD INDEX FDS9.3K shares-1.52%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST113.3K shares14.79%2026-03-312026-04-23

VB VANGUARD INDEX FDS14.3K shares8.89%2026-03-312026-04-23

IJJ ISHARES TR27.6K shares-0.39%2026-03-312026-04-23

ITOT ISHARES TR24.4K shares-0.27%2026-03-312026-04-23

MGV VANGUARD WORLD FD23.9K shares0.23%2026-03-312026-04-23

Sponsored

VCSH VANGUARD SCOTTSDALE FDS42.3K shares-4.35%2026-03-312026-04-23

BSJQ INVESCO EXCH TRD SLF IDX FD143.2K shares4.52%2026-03-312026-04-23

IWF ISHARES TR7.7K shares-0.67%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST77.5K shares26.27%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST94.4K shares9.25%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST65.0K shares0.93%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST82.5K shares15.63%2026-03-312026-04-23

GLD SPDR GOLD TR7.0K shares-9.48%2026-03-312026-04-23

Sponsored

DISV DIMENSIONAL ETF TRUST76.6K shares1.49%2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST125.8K shares15.94%2026-03-312026-04-23

BSJR INVESCO EXCH TRD SLF IDX FD131.1K shares18.74%2026-03-312026-04-23

VV VANGUARD INDEX FDS9.8K shares3.88%2026-03-312026-04-23

IVE ISHARES TR13.8K shares-1.92%2026-03-312026-04-23

DFEV DIMENSIONAL ETF TRUST81.0K shares-1.56%2026-03-312026-04-23

VTI VANGUARD INDEX FDS9.0K shares4.52%2026-03-312026-04-23

HYS PIMCO ETF TR30.5K shares-4.18%2026-03-312026-04-23

Sponsored

VCIT VANGUARD SCOTTSDALE FDS34.2K shares0.85%2026-03-312026-04-23

AAPL APPLE INC11.1K shares-1.53%2026-03-312026-04-23

EMLP FIRST TR EXCHANGE-TRADED FD61.8K shares-3.44%2026-03-312026-04-23

VO VANGUARD INDEX FDS9.3K shares1.88%2026-03-312026-04-23

NVDA NVIDIA CORPORATION15.0K shares-6.69%2026-03-312026-04-23

VIGI VANGUARD WHITEHALL FDS29.5K shares0.38%2026-03-312026-04-23

FLOT ISHARES TR51.1K shares-9.04%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS40.1K shares-0.79%2026-03-312026-04-23

Sponsored

VONG VANGUARD SCOTTSDALE FDS21.4K shares3.29%2026-03-312026-04-23

IJS ISHARES TR19.1K shares0.13%2026-03-312026-04-23

IVV ISHARES TR3.5K shares-7.96%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST35.9K shares4.42%2026-03-312026-04-23

IQLT ISHARES TR47.1K shares-1.09%2026-03-312026-04-23

IJK ISHARES TR21.6K shares-2.46%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS36.0K shares6.15%2026-03-312026-04-23

SPHQ INVESCO EXCHANGE TRADED FD T27.7K shares31.04%2026-03-312026-04-23

Sponsored

IWD ISHARES TR9.7K shares-0.24%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST60.4K shares11.63%2026-03-312026-04-23

IJH ISHARES TR28.7K shares-2.40%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS20.4K shares3.74%2026-03-312026-04-23

AHR AMERICAN HEALTHCARE REIT INC40.0K shares-0.35%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST26.4K shares-2.69%2026-03-312026-04-23

DFIS DIMENSIONAL ETF TRUST55.6K shares-0.68%2026-03-312026-04-23

ISCF ISHARES TR44.3K shares1.91%2026-03-312026-04-23

Sponsored

IXUS ISHARES TR20.7K shares1.12%2026-03-312026-04-23

VPU VANGUARD WORLD FD8.8K shares13.01%2026-03-312026-04-23

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD101.3K shares-5.15%2026-03-312026-04-23

DCOR DIMENSIONAL ETF TRUST23.3K shares14.14%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST45.8K shares19.71%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS32.5K shares-5.61%2026-03-312026-04-23

MSFT MICROSOFT CORP4.3K shares2.08%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST44.6K shares9.54%2026-03-312026-04-23

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T15.1K shares-0.09%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS10.4K shares-9.61%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS22.7K shares23.00%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS29.2K shares-0.88%2026-03-312026-04-23

IMTM ISHARES TR29.6K shares24.02%2026-03-312026-04-23

FENY FIDELITY COVINGTON TRUST41.5K shares3.38%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS28.7K shares19.68%2026-03-312026-04-23

VGLT VANGUARD SCOTTSDALE FDS24.8K shares33.51%2026-03-312026-04-23

Sponsored

IWP ISHARES TR10.7K shares0.00%2026-03-312026-04-23

VFMV VANGUARD WELLINGTON FD10.1K shares-0.24%2026-03-312026-04-23

BSJS INVESCO EXCH TRD SLF IDX FD62.0K shares50.16%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR42.8K shares12.83%2026-03-312026-04-23

AGZ ISHARES TR11.1K shares-2.69%2026-03-312026-04-23

EEM ISHARES TR20.2K shares-4.29%2026-03-312026-04-23

BROADCOM INC BROADCOM INC3.5K shares-1.34%2026-03-312026-04-23

IWO ISHARES TR3.5K shares0.00%2026-03-312026-04-23

Sponsored

IJT ISHARES TR7.3K shares0.00%2026-03-312026-04-23

TBIL RBB FD INC20.4K shares-12.01%2026-03-312026-04-23

VXUS VANGUARD STAR FDS12.8K shares-0.74%2026-03-312026-04-23

IYH ISHARES TR15.9K shares-0.02%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC6.5K shares0.65%2026-03-312026-04-23

FREL FIDELITY COVINGTON TRUST34.9K shares-0.05%2026-03-312026-04-23

VCLT VANGUARD SCOTTSDALE FDS12.5K shares164.99%2026-03-312026-04-23

FUTY FIDELITY COVINGTON TRUST15.8K shares8.06%2026-03-312026-04-23

Sponsored

VOE VANGUARD INDEX FDS4.9K shares1.58%2026-03-312026-04-23

ICSH ISHARES TR17.0K shares0.00%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS10.9K shares172.24%2026-03-312026-04-23

FNDB SCHWAB STRATEGIC TR29.4K shares1.75%2026-03-312026-04-23

FNCL FIDELITY COVINGTON TRUST11.1K shares3.68%2026-03-312026-04-23

FHLC FIDELITY COVINGTON TRUST10.8K shares-2.96%2026-03-312026-04-23

ISVL ISHARES TR15.3K shares-2.34%2026-03-312026-04-23

FNDF SCHWAB STRATEGIC TR14.7K shares37.23%2026-03-312026-04-23

Sponsored

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

STIP ISHARES TR6.9K shares-5.49%2026-03-312026-04-23

DBEF DBX ETF TR14.3K shares4.19%2026-03-312026-04-23

AMZN AMAZON COM INC3.3K shares0.15%2026-03-312026-04-23

VBK VANGUARD INDEX FDS2.2K shares-1.82%2026-03-312026-04-23

IJR ISHARES TR5.2K shares-0.86%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F11.8K shares-4.51%2026-03-312026-04-23

EEMS ISHARES INC9.2K shares27.78%2026-03-312026-04-23

Sponsored

CALF PACER FDS TR13.4K shares1.39%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR24.0K shares7.90%2026-03-312026-04-23

DFNM DIMENSIONAL ETF TRUST12.2K shares21.21%2026-03-312026-04-23

ARTY ISHARES TR12.6K shares0.63%2026-03-312026-04-23

IAGG ISHARES TR11.6K shares-4.31%2026-03-312026-04-23

SPYV SPDR SERIES TRUST10.1K shares0.00%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO2.2K shares0.00%2026-03-312026-04-23

MGC VANGUARD WORLD FD2.3K shares24.85%2026-03-312026-04-23

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD8.8K shares18.29%2026-03-312026-04-23

EQWL INVESCO EXCHANGE TRADED FD T4.7K shares28.82%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.9K shares0.05%2026-03-312026-04-23

IEFA ISHARES TR5.9K shares-1.08%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST10.9K shares0.26%2026-03-312026-04-23

USMV ISHARES TR5.6K shares0.00%2026-03-312026-04-23

SPGP INVESCO EXCHANGE TRADED FD T4.8K shares4.00%2026-03-312026-04-23

COWZ PACER FDS TR8.2K shares2.01%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR3.7K shares1.26%2026-03-312026-04-23

IDEV ISHARES TR5.8K shares0.00%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares0.62%2026-03-312026-04-23

ITB ISHARES TR5.2K shares-3.76%2026-03-312026-04-23

QUAL ISHARES TR2.3K shares0.17%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T662 shares22.37%2026-03-312026-04-23

DFIP DIMENSIONAL ETF TRUST10.3K shares0.64%2026-03-312026-04-23

HYBL SSGA ACTIVE TR14.9K shares62.32%2026-03-312026-04-23

Sponsored

SCHG SCHWAB STRATEGIC TR14.1K shares208.38%2026-03-312026-04-23

IVW ISHARES TR3.6K shares0.36%2026-03-312026-04-23

ENFR ALPS ETF TR10.5K shares-17.20%2026-03-312026-04-23

EME EMCOR GROUP INC539 shares-5.11%2026-03-312026-04-23

BLCN SIREN ETF TR18.9K shares0.99%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD19.9K shares0.00%2026-03-312026-04-23

BSCQ INVESCO EXCH TRD SLF IDX FD19.9K shares-0.30%2026-03-312026-04-23

HEFA ISHARES TR9.0K shares-2.50%2026-03-312026-04-23

Sponsored

VUSB VANGUARD BD INDEX FDS7.6K shares86.18%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS4.2K shares-17.87%2026-03-312026-04-23

PLD PROLOGIS INC.2.8K shares0.00%2026-03-312026-04-23

VDC VANGUARD WORLD FD1.6K shares7.16%2026-03-312026-04-23

CRS CARPENTER TECHNOLOGY CORP928 shares-4.72%2026-03-312026-04-23

IWS ISHARES TR2.4K shares-0.77%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR12.7K shares-5.46%2026-03-312026-04-23

MLPX GLOBAL X FDS4.7K shares168.79%2026-03-312026-04-23

Sponsored

VGT VANGUARD WORLD FD497 shares5.52%2026-03-312026-04-23

ESLT ELBIT SYS LTD403 shares0.00%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.2K shares8.45%2026-03-312026-04-23

TXN TEXAS INSTRS INC1.7K shares0.00%2026-03-312026-04-23

THC TENET HEALTHCARE CORP1.7K shares0.00%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS4.2K shares17.26%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC2.8K shares-3.85%2026-03-312026-04-23

GEV GE VERNOVA INC361 shares139.07%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP1.8K shares152.44%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC1.3K shares-5.25%2026-03-312026-04-23

IWB ISHARES TR851 shares-10.61%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO1.0K shares0.00%2026-03-312026-04-23

HSCZ ISHARES TR7.6K shares0.00%2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST7.3K shares0.24%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO1.0K shares2.76%2026-03-312026-04-23

IWN ISHARES TR1.5K shares0.00%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION286 shares0.00%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD1.4K shares0.00%2026-03-312026-04-23

PKST PEAKSTONE REALTY TRUST13.2K shares-1.29%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC758 shares0.00%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2026-03-312026-04-23

AGG ISHARES TR2.7K shares33.76%2026-03-312026-04-23

TIP ISHARES TR2.3K shares-8.92%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP904 shares0.11%2026-03-312026-04-23

Sponsored

FDRR FIDELITY COVINGTON TRUST4.2K shares0.59%2026-03-312026-04-23

CAT CATERPILLAR INC351 shares0.00%2026-03-312026-04-23

IGSB ISHARES TR4.6K shares-11.47%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR419 shares-32.85%2026-03-312026-04-23

TSLA TESLA INC628 shares-24.70%2026-03-312026-04-23

ICF ISHARES TR3.8K shares0.00%2026-03-312026-04-23

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET7.7K shares97.24%2026-03-312026-04-23

FTSL FIRST TR EXCHANGE-TRADED FD5.2K shares-5.84%2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC674 shares0.00%2026-03-312026-04-23

HCA HCA HEALTHCARE INC475 shares0.00%2026-03-312026-04-23

ETH GRAYSCALE ETHEREUM STAKING11.2K shares103.81%2026-03-312026-04-23

META META PLATFORMS INC377 shares-33.98%2026-03-312026-04-23

SLYG SPDR SERIES TRUST2.2K shares-1.51%2026-03-312026-04-23

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-03-312026-04-23

LQD ISHARES TR1.9K shares0.53%2026-03-312026-04-23

DEHP DIMENSIONAL ETF TRUST6.1K shares0.38%2026-03-312026-04-23

Sponsored

IVLU ISHARES TR5.2K shares0.00%2026-03-312026-04-23

EMB ISHARES TR2.2K shares0.87%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR2.3K shares1.09%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC585 shares5750.00%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST7.4K shares-9.36%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP2.5K shares0.00%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST5.6K shares0.05%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP697 sharesnew addition2026-03-312026-04-23

Sponsored

IBIT ISHARES BITCOIN TRUST ETF4.8K shares-12.52%2026-03-312026-04-23

EEMV ISHARES INC2.8K shares-10.33%2026-03-312026-04-23

NFLX NETFLIX INC.1.9K shares-56.51%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST5.2K shares0.02%2026-03-312026-04-23

ARCC ARES CAPITAL CORP9.9K shares0.00%2026-03-312026-04-23

IYM ISHARES TR1.0K shares0.00%2026-03-312026-04-23

DVY ISHARES TR1.2K shares0.78%2026-03-312026-04-23

DXCM DEXCOM INC2.8K shares0.00%2026-03-312026-04-23

Sponsored

BE BLOOM ENERGY CORP1.3K shares13.93%2026-03-312026-04-23

TEQI T ROWE PRICE ETF INC3.8K shares-18.26%2026-03-312026-04-23

JPC NUVEEN PFD & INCOME OPPORTUN22.6K shares0.31%2026-03-312026-04-23

LITE LUMENTUM HLDGS INC242 shares24100.00%2026-03-312026-04-23

FIX COMFORT SYS USA INC123 sharesnew addition2026-03-312026-04-23

TPR TAPESTRY INC1.2K shares87.74%2026-03-312026-04-23

OMFL INVESCO EXCH TRD SLF IDX FD2.8K shares-26.93%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND360 shares100.00%2026-03-312026-04-23

Sponsored

FVAL FIDELITY COVINGTON TRUST2.4K shares0.42%2026-03-312026-04-23

CSCO CISCO SYS INC2.1K shares0.48%2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR4.2K shares83.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP749 sharesnew addition2026-03-312026-04-23

PSX PHILLIPS 66872 shares0.81%2026-03-312026-04-23

ABBV ABBVIE INC729 shares0.28%2026-03-312026-04-23

EWD ISHARES INC3.2K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC533 shares0.95%2026-03-312026-04-23

Sponsored

IEMG ISHARES INC2.2K shares0.00%2026-03-312026-04-23

IMCV ISHARES TR1.8K sharesnew addition2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR3.2K shares-11.91%2026-03-312026-04-23

VOT VANGUARD INDEX FDS558 shares0.00%2026-03-312026-04-23

JMEE J P MORGAN EXCHANGE TRADED F2.1K shares0.00%2026-03-312026-04-23

MCD MCDONALDS CORP449 shares0.00%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST3.3K shares0.25%2026-03-312026-04-23

NLR VANECK ETF TRUST1.0K shares51.63%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON557 shares0.00%2026-03-312026-04-23

MSTR STRATEGY INC1.1K shares0.00%2026-03-312026-04-23

LVHI LEGG MASON ETF INVT3.3K shares0.39%2026-03-312026-04-23

EXC EXELON CORP2.7K shares0.74%2026-03-312026-04-23

RWL INVESCO EXCH TRADED FD TR II1.2K shares-6.09%2026-03-312026-04-23

SLYV SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-04-23

FENI FIDELITY COVINGTON TRUST3.5K shares0.73%2026-03-312026-04-23

IUSV ISHARES TR1.2K shares31.01%2026-03-312026-04-23

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MERCK & CO INC MERCK & CO INC1.1K shares-4.37%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP430 shares0.00%2026-03-312026-04-23

IYE ISHARES TR1.9K shares0.00%2026-03-312026-04-23

FDVV FIDELITY COVINGTON TRUST2.2K shares63.09%2026-03-312026-04-23

FELC FIDELITY COVINGTON TRUST3.4K shares0.30%2026-03-312026-04-23

MPC MARATHON PETE CORP476 shares-1.24%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F1.5K shares9.32%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF2.1K shares0.00%2026-03-312026-04-23

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XLE SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC541 shares0.00%2026-03-312026-04-23

JCPB J P MORGAN EXCHANGE TRADED F2.2K shares0.59%2026-03-312026-04-23

V VISA INC338 shares25.19%2026-03-312026-04-23

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.2K sharesnew addition2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F1.2K shares0.50%2026-03-312026-04-23

IWM ISHARES TR404 shares0.00%2026-03-312026-04-23

GLDM WORLD GOLD TR1.1K shares0.00%2026-03-312026-04-23

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MCHI ISHARES TR1.7K shares0.00%2026-03-312026-04-23

RDVY FIRST TR EXCHANGE TRADED FD1.4K shares0.28%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR1.9K shares-14.77%2026-03-312026-04-23

DFAW DIMENSIONAL ETF TRUST1.3K shares3.18%2026-03-312026-04-23

FDHY FIDELITY COVINGTON TRUST1.9K shares1.65%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR2.7K shares0.00%2026-03-312026-04-23

FVD FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-04-23

ORCL ORACLE CORP600 shares0.00%2026-03-312026-04-23

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MA MASTERCARD INCORPORATED175 shares25.90%2026-03-312026-04-23

XRLX FUNDX INVT TR1.9K shares2.72%2026-03-312026-04-23

SDY SPDR SERIES TRUST586 shares0.00%2026-03-312026-04-23

AMGN AMGEN INC240 shares0.00%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS347 shares0.00%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC402 shares0.00%2026-03-312026-04-23

XAR SPDR SERIES TRUST329 shares14.24%2026-03-312026-04-23

FTEC FIDELITY COVINGTON TRUST395 shares62.55%2026-03-312026-04-23

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SLV ISHARES SILVER TR1.2K shares-45.23%2026-03-312026-04-23

PEP PEPSICO INC520 shares0.00%2026-03-312026-04-23

EWG ISHARES INC2.0K shares0.00%2026-03-312026-04-23

XSMO INVESCO EXCHANGE TRADED FD T1.0K shares-1.51%2026-03-312026-04-23

IYW ISHARES TR434 shares0.00%2026-03-312026-04-23

VWOB VANGUARD WHITEHALL FDS1.2K shares0.93%2026-03-312026-04-23

CVX CHEVRON CORPORATION378 shares0.80%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS1.6K shares0.00%2026-03-312026-04-23

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FNDA SCHWAB STRATEGIC TR2.3K sharesnew addition2026-03-312026-04-23

MATX MATSON INC450 shares0.00%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC362 shares0.00%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR500 shares0.00%2026-03-312026-04-23

UNP UNION PAC CORP296 shares0.00%2026-03-312026-04-23

KO COCA COLA CO941 shares0.75%2026-03-312026-04-23

GRPM INVESCO EXCHANGE TRADED FD T594 shares0.17%2026-03-312026-04-23

DFSB DIMENSIONAL ETF TRUST1.3K shares0.00%2026-03-312026-04-23

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CVS CVS HEALTH CORP960 shares12.68%2026-03-312026-04-23

IMCB ISHARES TR797 shares-13.74%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW355 shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC201 shares0.50%2026-03-312026-04-23

VFQY VANGUARD WELLINGTON FD442 shares0.00%2026-03-312026-04-23

IWR ISHARES TR668 shares-27.07%2026-03-312026-04-23

TLT ISHARES TR733 shares17.28%2026-03-312026-04-23

RTX RTX CORPORATION325 shares0.31%2026-03-312026-04-23

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DXIV DIMENSIONAL ETF TRUST921 shares0.00%2026-03-312026-04-23

BA BOEING CO311 shares0.00%2026-03-312026-04-23

FDIG FIDELITY COVINGTON TRUST1.9K shares0.00%2026-03-312026-04-23

VCRB VANGUARD MALVERN FDS783 shares0.77%2026-03-312026-04-23

LQDH ISHARES U S ETF TR651 shares0.93%2026-03-312026-04-23

PAVE GLOBAL X FDS1.2K shares0.00%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC152 shares-76.10%2026-03-312026-04-23

EWC ISHARES INC1.1K shares0.00%2026-03-312026-04-23

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FLTB FIDELITY MERRIMACK STR TR1.1K shares0.09%2026-03-312026-04-23

ITA ISHARES TR263 shares1.54%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC211 shares50.71%2026-03-312026-04-23

FMDE FIDELITY COVINGTON TRUST1.6K shares0.32%2026-03-312026-04-23

AVAV AEROVIRONMENT INC300 shares0.00%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR2.1K shares0.23%2026-03-312026-04-23

ES EVERSOURCE ENERGY787 shares0.00%2026-03-312026-04-23

TCHP T ROWE PRICE ETF INC1.2K shares-48.02%2026-03-312026-04-23

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ADP AUTOMATIC DATA PROCESSING IN264 shares-6.38%2026-03-312026-04-23

IDCC INTERDIGITAL INC175 shares0.00%2026-03-312026-04-23

WTMF WISDOMTREE TR1.3K shares-55.27%2026-03-312026-04-23

BIL SPDR SERIES TRUST569 shares0.53%2026-03-312026-04-23

SUPN SUPERNUS PHARMACEUTICALS1.0K shares0.00%2026-03-312026-04-23

MOAT VANECK ETF TRUST534 shares-81.89%2026-03-312026-04-23

DEM WISDOMTREE TR1.0K sharesnew addition2026-03-312026-04-23

PFE PFIZER INC1.8K shares14.12%2026-03-312026-04-23

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RGLD ROYAL GOLD INC200 shares0.00%2026-03-312026-04-23

EFG ISHARES TR454 shares0.00%2026-03-312026-04-23

VIOV VANGUARD ADMIRAL FDS INC484 shares11.01%2026-03-312026-04-23

DON WISDOMTREE TR928 sharesnew addition2026-03-312026-04-23

TGT TARGET CORP400 shares0.00%2026-03-312026-04-23

SDVY FIRST TR EXCHANGE TRADED FD1.2K shares2.25%2026-03-312026-04-23

IHI ISHARES TR894 shares12.74%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP501 shares0.00%2026-03-312026-04-23

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IP INTERNATIONAL PAPER CO1.3K shares0.00%2026-03-312026-04-23

IBLC ISHARES TR1.3K shares58.40%2026-03-312026-04-23

MDYV SPDR SERIES TRUST540 shares18.68%2026-03-312026-04-23

EWU ISHARES TR1.0K shares0.00%2026-03-312026-04-23

AB ALLIANCEBERNSTEIN HLDG L P1.2K shares2.47%2026-03-312026-04-23

EWH ISHARES INC1.9K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC883 shares0.57%2026-03-312026-04-23

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GIS GENERAL MILLS INC1.2K shares0.00%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC150 shares0.00%2026-03-312026-04-23

MKC MCCORMICK & CO INC860 shares0.00%2026-03-312026-04-23

EWJ ISHARES INC506 shares0.00%2026-03-312026-04-23

IOO ISHARES TR351 shares0.00%2026-03-312026-04-23

LAZARD ACTIVE ETF TR LAZARD ACTIVE ETF TR1.6K shares0.00%2026-03-312026-04-23

ILCG ISHARES TR438 shares0.23%2026-03-312026-04-23

EVRG EVERGY INC510 shares0.00%2026-03-312026-04-23

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GE AEROSPACE GE AEROSPACE146 shares0.00%2026-03-312026-04-23

NKE NIKE INC783 sharesnew addition2026-03-312026-04-23

VCR VANGUARD WORLD FD115 shares0.00%2026-03-312026-04-23

TCAF T ROWE PRICE ETF INC1.2K shares0.00%2026-03-312026-04-23

IWV ISHARES TR110 shares0.00%2026-03-312026-04-23

IEV ISHARES TR600 shares0.00%2026-03-312026-04-23

IVOV VANGUARD ADMIRAL FDS INC394 shares0.00%2026-03-312026-04-23

MMM 3M CO274 shares0.00%2026-03-312026-04-23

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FSLR FIRST SOLAR INC200 shares0.00%2026-03-312026-04-23

WMT WALMART INC307 shares0.00%2026-03-312026-04-23

FDX FEDEX CORP107 shares0.00%2026-03-312026-04-23

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV1.5K shares0.00%2026-03-312026-04-23

ENPH ENPHASE ENERGY INC1.0K shares25.00%2026-03-312026-04-23

PPA INVESCO EXCHANGE TRADED FD T225 shares8.17%2026-03-312026-04-23

IYK ISHARES TR531 shares0.19%2026-03-312026-04-23

UPRO PROSHARES TR374 shares11.31%2026-03-312026-04-23

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MTUM ISHARES TR150 sharesnew addition2026-03-312026-04-23

ORMP ORAMED PHARMACEUTICALS INC10.5K shares0.00%2026-03-312026-04-23

VSS VANGUARD INTL EQUITY INDEX F246 shares0.00%2026-03-312026-04-23

CIEN CIENA CORP91 shares5.81%2026-03-312026-04-23

IGIB ISHARES TR659 shares0.76%2026-03-312026-04-23

VKTX VIKING THERAPEUTICS INC1.1K shares0.00%2026-03-312026-04-23

SNPS SYNOPSYS INC87 shares0.00%2026-03-312026-04-23

ZAP GLOBAL X FDS1.1K shares3.29%2026-03-312026-04-23

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T AT&T INC1.2K shares14.23%2026-03-312026-04-23

VFMF VANGUARD WELLINGTON FD213 shares0.47%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC34 shares0.00%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP122 shares46.99%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST820 shares0.00%2026-03-312026-04-23

GPOR GULFPORT ENERGY CORP150 shares0.00%2026-03-312026-04-23

FMED FIDELITY COVINGTON TRUST1.3K shares0.00%2026-03-312026-04-23

HPF HANCOCK JOHN PFD INCOME FD I2.0K shares0.00%2026-03-312026-04-23

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DPST DIREXION SHARES ETF TRUST314 shares0.00%2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-04-23

NBET NEUBERGER BERMAN ETF TRUST710 shares4.11%2026-03-312026-04-23

IONQ IONQ INC996 shares0.00%2026-03-312026-04-23

SCZ ISHARES TR365 shares0.00%2026-03-312026-04-23

WTAI WISDOMTREE TR1.0K shares24.57%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS132 shares0.00%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC493 shares0.00%2026-03-312026-04-23

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PM PHILIP MORRIS INTL INC169 shares-14.21%2026-03-312026-04-23

RDY DR REDDYS LABS LTD2.0K shares0.00%2026-03-312026-04-23

SIZE ISHARES TR172 shares79.17%2026-03-312026-04-23

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FDTX FIDELITY COVINGTON TRUST725 sharesnew addition2026-03-312026-04-23

EFAV ISHARES TR292 shares0.00%2026-03-312026-04-23

CRM SALESFORCE INC141 shares0.71%2026-03-312026-04-23

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ISTB ISHARES TR540 shares0.00%2026-03-312026-04-23

TRGP TARGA RES CORP104 shares0.00%2026-03-312026-04-23

RIVN RIVIAN AUTOMOTIVE INC1.7K shares0.00%2026-03-312026-04-23

SWX SOUTHWEST GAS HLDGS INC300 shares0.00%2026-03-312026-04-23

CMG CHIPOTLE MEXICAN GRILL INC814 shares0.00%2026-03-312026-04-23

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FBOT FIDELITY COVINGTON TRUST780 sharesnew addition2026-03-312026-04-23

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FSMD FIDELITY COVINGTON TRUST569 shares0.35%2026-03-312026-04-23

BAC BANK AMERICA CORP518 shares41.14%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND127 shares0.00%2026-03-312026-04-23

VFVA VANGUARD WELLINGTON FD186 shares0.54%2026-03-312026-04-23

FYC FIRST TR EXCHANGE-TRADED ALP258 shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC193 shares1.58%2026-03-312026-04-23

EMMF WISDOMTREE TR749 shares0.40%2026-03-312026-04-23

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USHY ISHARES TR645 sharesnew addition2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR907 shares-9.84%2026-03-312026-04-23

INTC INTEL CORP500 shares0.00%2026-03-312026-04-23

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SCHA SCHWAB STRATEGIC TR730 shares0.00%2026-03-312026-04-23

NCNA NUCANA PLC15.0K shares0.00%2026-03-312026-04-23

INTU INTUIT48 sharesnew addition2026-03-312026-04-23

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IBB ISHARES TR122 shares0.00%2026-03-312026-04-23

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SBUX STARBUCKS CORP218 shares0.46%2026-03-312026-04-23

TAN INVESCO EXCH TRADED FD TR II350 shares0.00%2026-03-312026-04-23

BOTZ GLOBAL X FDS579 shares0.35%2026-03-312026-04-23

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DIVI FRANKLIN TEMPLETON ETF TR469 shares9.32%2026-03-312026-04-23

ETFS GOLD TR ETFS GOLD TR412 shares-80.02%2026-03-312026-04-23

REMX VANECK ETF TRUST203 shares0.00%2026-03-312026-04-23

PPLT ABRDN PLATINUM ETF TRUST100 sharesnew addition2026-03-312026-04-23

AXIL AXIL BRANDS INC2.5K shares0.00%2026-03-312026-04-23

IXC ISHARES TR300 shares0.00%2026-03-312026-04-23

NVO NOVO-NORDISK A S470 shares0.00%2026-03-312026-04-23

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HYG ISHARES TR176 shares0.00%2026-03-312026-04-23

LLY ELI LILLY & CO15 shares-86.61%2026-03-312026-04-23

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HFXI NEW YORK LIFE INVESTMENTS ET400 shares0.00%2026-03-312026-04-23

DXUV DIMENSIONAL ETF TRUST226 shares0.00%2026-03-312026-04-23

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MUFG MITSUBISHI UFJ FINANCIAL GRO650 shares0.00%2026-03-312026-04-23

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ETHA ISHARES ETHEREUM TR670 shares42.55%2026-03-312026-04-23

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MTB M & T BK CORP50 shares0.00%2026-03-312026-04-23

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GARP ISHARES TR159 shares0.00%2026-03-312026-04-23

USCI UNITED STS COMMODITY INDEX F100 shares0.00%2026-03-312026-04-23

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NIO NIO INC1.5K shares0.00%2026-03-312026-04-23

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MGM MGM RESORTS INTERNATIONAL240 shares0.00%2026-03-312026-04-23

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SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC110 shares0.00%2026-03-312026-04-23

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BDX BECTON DICKINSON & CO50 shares0.00%2026-03-312026-04-23

DOC HEALTHPEAK PROPERTIES INC468 shares0.00%2026-03-312026-04-23

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BR BROADRIDGE FINL SOLUTIONS IN45 shares0.00%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II30 shares0.00%2026-03-312026-04-23

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CGDV CAPITAL GROUP DIVIDEND VALUE165 shares0.00%2026-03-312026-04-23

RGTI RIGETTI COMPUTING INC500 shares0.00%2026-03-312026-04-23

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ADT ADT INC DEL1.0K shares0.69%2026-03-312026-04-23

VFH VANGUARD WORLD FD55 shares-59.26%2026-03-312026-04-23

DJT TRUMP MEDIA & TECHNOLOGY GRO701 shares0.00%2026-03-312026-04-23

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STGW STAGWELL INC1.0K shares0.00%2026-03-312026-04-23

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XRPN ARMADA ACQUISITION CORP II582 shares0.00%2026-03-312026-04-23

LDEM ISHARES TR101 shares0.00%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR189 shares0.00%2026-03-312026-04-23

FTHY FIRST TR HIGH YIELD OPPRT 20425 shares0.00%2026-03-312026-04-23

SLVM SYLVAMO CORP135 shares0.00%2026-03-312026-04-23

Sponsored

KDP KEURIG DR PEPPER INC216 shares0.00%2026-03-312026-04-23

YOLO ADVISORSHARES TR2.1K shares0.00%2026-03-312026-04-23

GT GOODYEAR TIRE & RUBR CO850 shares21.43%2026-03-312026-04-23

IGM ISHARES TR47 sharesnew addition2026-03-312026-04-23

DFAU

DIMENSIONAL ETF TRUST

14.32%

Shares221.7K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

10.86%

Shares227.2K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

13.41%

Shares98.8K

Event2026-03-31

Filed2026-04-23

FPE

FIRST TR EXCH TRADED FD III

0.19%

Shares403.2K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

5.70%

Shares119.7K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

3.48%

Shares22.4K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-0.40%

Shares23.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

7.62%

Shares7.1K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

-2.63%

Shares43.4K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

8.72%

Shares57.3K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-1.52%

Shares9.3K

Event2026-03-31

Filed2026-04-23

DFLV

DIMENSIONAL ETF TRUST

14.79%

Shares113.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

8.89%

Shares14.3K

Event2026-03-31

Filed2026-04-23

IJJ

ISHARES TR

-0.39%

Shares27.6K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

-0.27%

Shares24.4K

Event2026-03-31

Filed2026-04-23

MGV

VANGUARD WORLD FD

0.23%

Shares23.9K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

-4.35%

Shares42.3K

Event2026-03-31

Filed2026-04-23

BSJQ

INVESCO EXCH TRD SLF IDX FD

4.52%

Shares143.2K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-0.67%

Shares7.7K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

26.27%

Shares77.5K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

9.25%

Shares94.4K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.93%

Shares65.0K

Event2026-03-31

Filed2026-04-23

DUHP

DIMENSIONAL ETF TRUST

15.63%

Shares82.5K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-9.48%

Shares7.0K

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL ETF TRUST

1.49%

Shares76.6K

Event2026-03-31

Filed2026-04-23

DFAR

DIMENSIONAL ETF TRUST

15.94%

Shares125.8K

Event2026-03-31

Filed2026-04-23

BSJR

INVESCO EXCH TRD SLF IDX FD

18.74%

Shares131.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.88%

Shares9.8K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-1.92%

Shares13.8K

Event2026-03-31

Filed2026-04-23

DFEV

DIMENSIONAL ETF TRUST

-1.56%

Shares81.0K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

4.52%

Shares9.0K

Event2026-03-31

Filed2026-04-23

HYS

PIMCO ETF TR

-4.18%

Shares30.5K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

0.85%

Shares34.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.53%

Shares11.1K

Event2026-03-31

Filed2026-04-23

EMLP

FIRST TR EXCHANGE-TRADED FD

-3.44%

Shares61.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

1.88%

Shares9.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-6.69%

Shares15.0K

Event2026-03-31

Filed2026-04-23

VIGI

VANGUARD WHITEHALL FDS

0.38%

Shares29.5K

Event2026-03-31

Filed2026-04-23

FLOT

ISHARES TR

-9.04%

Shares51.1K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

-0.79%

Shares40.1K

Event2026-03-31

Filed2026-04-23

VONG

VANGUARD SCOTTSDALE FDS

3.29%

Shares21.4K

Event2026-03-31

Filed2026-04-23

IJS

ISHARES TR

0.13%

Shares19.1K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-7.96%

Shares3.5K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

4.42%

Shares35.9K

Event2026-03-31

Filed2026-04-23

IQLT

ISHARES TR

-1.09%

Shares47.1K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES TR

-2.46%

Shares21.6K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

6.15%

Shares36.0K

Event2026-03-31

Filed2026-04-23

SPHQ

INVESCO EXCHANGE TRADED FD T

31.04%

Shares27.7K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

-0.24%

Shares9.7K

Event2026-03-31

Filed2026-04-23

DIHP

DIMENSIONAL ETF TRUST

11.63%

Shares60.4K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-2.40%

Shares28.7K

Event2026-03-31

Filed2026-04-23

VYMI

VANGUARD WHITEHALL FDS

3.74%

Shares20.4K

Event2026-03-31

Filed2026-04-23

AHR

AMERICAN HEALTHCARE REIT INC

-0.35%

Shares40.0K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

-2.69%

Shares26.4K

Event2026-03-31

Filed2026-04-23

DFIS

DIMENSIONAL ETF TRUST

-0.68%

Shares55.6K

Event2026-03-31

Filed2026-04-23

ISCF

ISHARES TR

1.91%

Shares44.3K

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

1.12%

Shares20.7K

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD WORLD FD

13.01%

Shares8.8K

Event2026-03-31

Filed2026-04-23

BLUEROCK PVT REAL ESTATE FD

-5.15%

Shares101.3K

Event2026-03-31

Filed2026-04-23

DCOR

DIMENSIONAL ETF TRUST

14.14%

Shares23.3K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

19.71%

Shares45.8K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

-5.61%

Shares32.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

2.08%

Shares4.3K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

9.54%

Shares44.6K

Event2026-03-31

Filed2026-04-23

XMHQ

INVESCO EXCHANGE TRADED FD T

-0.09%

Shares15.1K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

-9.61%

Shares10.4K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

23.00%

Shares22.7K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-0.88%

Shares29.2K

Event2026-03-31

Filed2026-04-23

IMTM

ISHARES TR

24.02%

Shares29.6K

Event2026-03-31

Filed2026-04-23

FENY

FIDELITY COVINGTON TRUST

3.38%

Shares41.5K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

19.68%

Shares28.7K

Event2026-03-31

Filed2026-04-23

VGLT

VANGUARD SCOTTSDALE FDS

33.51%

Shares24.8K

Event2026-03-31

Filed2026-04-23

IWP

ISHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-23

VFMV

VANGUARD WELLINGTON FD

-0.24%

Shares10.1K

Event2026-03-31

Filed2026-04-23

BSJS

INVESCO EXCH TRD SLF IDX FD

50.16%

Shares62.0K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

12.83%

Shares42.8K

Event2026-03-31

Filed2026-04-23

AGZ

ISHARES TR

-2.69%

Shares11.1K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

-4.29%

Shares20.2K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-1.34%

Shares3.5K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

IJT

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

TBIL

RBB FD INC

-12.01%

Shares20.4K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-0.74%

Shares12.8K

Event2026-03-31

Filed2026-04-23

IYH

ISHARES TR

-0.02%

Shares15.9K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

0.65%

Shares6.5K

Event2026-03-31

Filed2026-04-23

FREL

FIDELITY COVINGTON TRUST

-0.05%

Shares34.9K

Event2026-03-31

Filed2026-04-23

VCLT

VANGUARD SCOTTSDALE FDS

164.99%

Shares12.5K

Event2026-03-31

Filed2026-04-23

FUTY

FIDELITY COVINGTON TRUST

8.06%

Shares15.8K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

1.58%

Shares4.9K

Event2026-03-31

Filed2026-04-23

ICSH

ISHARES TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

172.24%

Shares10.9K

Event2026-03-31

Filed2026-04-23

FNDB

SCHWAB STRATEGIC TR

1.75%

Shares29.4K

Event2026-03-31

Filed2026-04-23

FNCL

FIDELITY COVINGTON TRUST

3.68%

Shares11.1K

Event2026-03-31

Filed2026-04-23

FHLC

FIDELITY COVINGTON TRUST

-2.96%

Shares10.8K

Event2026-03-31

Filed2026-04-23

ISVL

ISHARES TR

-2.34%

Shares15.3K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

37.23%

Shares14.7K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

-5.49%

Shares6.9K

Event2026-03-31

Filed2026-04-23

DBEF

DBX ETF TR

4.19%

Shares14.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.15%

Shares3.3K

Event2026-03-31

Filed2026-04-23

VBK

VANGUARD INDEX FDS

-1.82%

Shares2.2K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-0.86%

Shares5.2K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-4.51%

Shares11.8K

Event2026-03-31

Filed2026-04-23

EEMS

ISHARES INC

27.78%

Shares9.2K

Event2026-03-31

Filed2026-04-23

CALF

PACER FDS TR

1.39%

Shares13.4K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

7.90%

Shares24.0K

Event2026-03-31

Filed2026-04-23

DFNM

DIMENSIONAL ETF TRUST

21.21%

Shares12.2K

Event2026-03-31

Filed2026-04-23

ARTY

ISHARES TR

0.63%

Shares12.6K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES TR

-4.31%

Shares11.6K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

MGC

VANGUARD WORLD FD

24.85%

Shares2.3K

Event2026-03-31

Filed2026-04-23

CIBR

FIRST TR EXCHANGE-TRADED FD

18.29%

Shares8.8K

Event2026-03-31

Filed2026-04-23

EQWL

INVESCO EXCHANGE TRADED FD T

28.82%

Shares4.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

-1.08%

Shares5.9K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

0.26%

Shares10.9K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

SPGP

INVESCO EXCHANGE TRADED FD T

4.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

COWZ

PACER FDS TR

2.01%

Shares8.2K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

1.26%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

0.62%

Shares2.4K

Event2026-03-31

Filed2026-04-23

ITB

ISHARES TR

-3.76%

Shares5.2K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

0.17%

Shares2.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

22.37%

Shares662

Event2026-03-31

Filed2026-04-23

DFIP

DIMENSIONAL ETF TRUST

0.64%

Shares10.3K

Event2026-03-31

Filed2026-04-23

HYBL

SSGA ACTIVE TR

62.32%

Shares14.9K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

208.38%

Shares14.1K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.36%

Shares3.6K

Event2026-03-31

Filed2026-04-23

ENFR

ALPS ETF TR

-17.20%

Shares10.5K

Event2026-03-31

Filed2026-04-23

EME

EMCOR GROUP INC

-5.11%

Shares539

Event2026-03-31

Filed2026-04-23

BLCN

SIREN ETF TR

0.99%

Shares18.9K

Event2026-03-31

Filed2026-04-23

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-23

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.30%

Shares19.9K

Event2026-03-31

Filed2026-04-23

HEFA

ISHARES TR

-2.50%

Shares9.0K

Event2026-03-31

Filed2026-04-23

VUSB

VANGUARD BD INDEX FDS

86.18%

Shares7.6K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

-17.87%

Shares4.2K

Event2026-03-31

Filed2026-04-23

PLD

PROLOGIS INC.

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-23

VDC

VANGUARD WORLD FD

7.16%

Shares1.6K

Event2026-03-31

Filed2026-04-23

CRS

CARPENTER TECHNOLOGY CORP

-4.72%

Shares928

Event2026-03-31

Filed2026-04-23

IWS

ISHARES TR

-0.77%

Shares2.4K

Event2026-03-31

Filed2026-04-23

FNDX

SCHWAB STRATEGIC TR

-5.46%

Shares12.7K

Event2026-03-31

Filed2026-04-23

MLPX

GLOBAL X FDS

168.79%

Shares4.7K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

5.52%

Shares497

Event2026-03-31

Filed2026-04-23

ESLT

ELBIT SYS LTD

0.00%

Shares403

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

8.45%

Shares1.2K

Event2026-03-31

Filed2026-04-23

TXN

TEXAS INSTRS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

THC

TENET HEALTHCARE CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

17.26%

Shares4.2K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

-3.85%

Shares2.8K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

139.07%

Shares361

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

152.44%

Shares1.8K

Event2026-03-31

Filed2026-04-23

HWM

HOWMET AEROSPACE INC

-5.25%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

-10.61%

Shares851

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

HSCZ

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

0.24%

Shares7.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

2.76%

Shares1.0K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares286

Event2026-03-31

Filed2026-04-23

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

PKST

PEAKSTONE REALTY TRUST

-1.29%

Shares13.2K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

0.00%

Shares758

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

33.76%

Shares2.7K

Event2026-03-31

Filed2026-04-23

TIP

ISHARES TR

-8.92%

Shares2.3K

Event2026-03-31

Filed2026-04-23

CEG

CONSTELLATION ENERGY CORP

0.11%

Shares904

Event2026-03-31

Filed2026-04-23

FDRR

FIDELITY COVINGTON TRUST

0.59%

Shares4.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.00%

Shares351

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

-11.47%

Shares4.6K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-32.85%

Shares419

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-24.70%

Shares628

Event2026-03-31

Filed2026-04-23

ICF

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-23

GRAYSCALE BITCOIN MINI TR ET

97.24%

Shares7.7K

Event2026-03-31

Filed2026-04-23

FTSL

FIRST TR EXCHANGE-TRADED FD

-5.84%

Shares5.2K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

0.00%

Shares674

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC

0.00%

Shares475

Event2026-03-31

Filed2026-04-23

ETH

GRAYSCALE ETHEREUM STAKING

103.81%

Shares11.2K

Event2026-03-31

Filed2026-04-23