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The Analysis of Glassman Wealth Services's Holdings & P&L

Currently, Glassman Wealth Services holds 187 types of securities in its portfolio with a total value $735.5M. In the most recent quarter, they have increased their positions in DFAC (+47.9K shares, valued at $1.9M), N/A (+3.0K shares, valued at $1.8M), DFAX (+34.8K shares, valued at $1.2M); decreased their positions in VTEB (-53.6K shares, valued at $2.7M), DGRW (-28.2K shares, valued at $2.5M), AVUV (-3.2K shares, valued at $358.6K); initiated new positions in N/A (+4.5K shares, valued at $154.2K), IQLT (+2.9K shares, valued at $134.4K), VCIT (+1.1K shares, valued at $94.5K).

1M P&L

+11.9M+1.96%

3M P&L

+5.4M+0.88%

HY P&L

+59.5M+10.67%

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/A525.0M

93.5%

2Tools & Accessories36.7M

6.5%

Top Industries by Stock Count

1N/A180 stocks

99.4%

2Tools & Accessories1 stocks

0.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS288.0K shares1.05%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR4.7M shares0.11%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F1.2M shares1.04%2026-03-312026-05-04

DGRW WISDOMTREE TR813.1K shares-3.35%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST2.0M shares1.77%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST1.6M shares3.14%2026-03-312026-05-04

SNA SNAP ON INC101.0K shares0.00%2026-03-312026-05-04

IWB ISHARES TR42.9K shares-0.93%2026-03-312026-05-04

Sponsored

VTI VANGUARD INDEX FDS44.1K shares-1.11%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T13.2K shares3.89%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR207.8K shares1.22%2026-03-312026-05-04

IVV ISHARES TR9.2K shares-2.62%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS74.9K shares-0.80%2026-03-312026-05-04

VV VANGUARD INDEX FDS15.7K shares0.18%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS91.7K shares-36.91%2026-03-312026-05-04

VXUS VANGUARD STAR FDS38.4K shares0.03%2026-03-312026-05-04

Sponsored

VYM VANGUARD WHITEHALL FDS16.4K shares-0.53%2026-03-312026-05-04

IWF ISHARES TR4.7K shares-6.85%2026-03-312026-05-04

IJH ISHARES TR22.8K shares0.00%2026-03-312026-05-04

ARKK ARK ETF TR21.3K shares0.00%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 401.8K shares5.58%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F17.5K shares-4.97%2026-03-312026-05-04

TIDAL TRUST III TIDAL TRUST III48.1K shares0.00%2026-03-312026-05-04

Sponsored

VUG VANGUARD INDEX FDS2.1K shares12.03%2026-03-312026-05-04

VBK VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-05-04

IVE ISHARES TR4.3K shares0.00%2026-03-312026-05-04

SDY SPDR SERIES TRUST6.0K shares-3.10%2026-03-312026-05-04

VBR VANGUARD INDEX FDS3.8K shares1.51%2026-03-312026-05-04

IWR ISHARES TR8.4K shares0.00%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST13.8K shares0.00%2026-03-312026-05-04

IEFA ISHARES TR8.4K shares-4.58%2026-03-312026-05-04

Sponsored

IBIT ISHARES BITCOIN TRUST ETF19.3K shares11.65%2026-03-312026-05-04

IWD ISHARES TR3.4K shares6.94%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST20.0K shares0.00%2026-03-312026-05-04

IEMG ISHARES INC9.7K shares0.73%2026-03-312026-05-04

GOVZ ISHARES TR74.0K shares-11.63%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS13.5K shares0.36%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-8.22%2026-03-312026-05-04

IBB ISHARES TR3.4K shares0.00%2026-03-312026-05-04

Sponsored

DFSU DIMENSIONAL ETF TRUST13.9K shares8.97%2026-03-312026-05-04

GLD SPDR GOLD TR1.3K shares0.00%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST12.5K shares8.18%2026-03-312026-05-04

VTV VANGUARD INDEX FDS2.7K shares0.45%2026-03-312026-05-04

SPTM SPDR SERIES TRUST6.4K shares0.00%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR3.1K shares-8.67%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR17.2K shares6.54%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-03-312026-05-04

Sponsored

AVUV AMERICAN CENTY ETF TR4.1K shares-44.06%2026-03-312026-05-04

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-05-04

VGT VANGUARD WORLD FD646 shares8.94%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST9.9K shares0.00%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2026-03-312026-05-04

IVW ISHARES TR3.6K shares0.00%2026-03-312026-05-04

SKYY FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2026-03-312026-05-04

TMFC RBB FD INC6.0K shares0.00%2026-03-312026-05-04

Sponsored

DVY ISHARES TR2.6K shares0.00%2026-03-312026-05-04

UTES ETFIS SER TR I4.7K shares0.00%2026-03-312026-05-04

DBMF LITMAN GREGORY FDS TR12.1K shares-33.59%2026-03-312026-05-04

IJK ISHARES TR3.6K shares0.00%2026-03-312026-05-04

KXI ISHARES TR4.7K shares0.00%2026-03-312026-05-04

IJR ISHARES TR2.5K shares0.00%2026-03-312026-05-04

CWI SPDR INDEX SHS FDS8.1K shares1.00%2026-03-312026-05-04

MTUM ISHARES TR1.2K shares0.00%2026-03-312026-05-04

Sponsored

VO VANGUARD INDEX FDS999 shares0.20%2026-03-312026-05-04

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST3.9K shares0.00%2026-03-312026-05-04

RFG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-03-312026-05-04

ITOT ISHARES TR1.7K shares0.00%2026-03-312026-05-04

IWS ISHARES TR1.6K shares0.00%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR7.7K shares220.85%2026-03-312026-05-04

SPYV SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS2.8K shares1.21%2026-03-312026-05-04

CGW INVESCO EXCH TRADED FD TR II2.9K shares0.00%2026-03-312026-05-04

SPYM SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-04

IWM ISHARES TR673 shares0.00%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.2K shares0.00%2026-03-312026-05-04

ISHARES TR ISHARES TR4.5K sharesnew addition2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR1.1K shares1.66%2026-03-312026-05-04

EFA ISHARES TR1.5K shares0.00%2026-03-312026-05-04

Sponsored

SCZ ISHARES TR1.8K shares0.00%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR5.6K shares-37.38%2026-03-312026-05-04

VXF VANGUARD INDEX FDS675 shares0.00%2026-03-312026-05-04

IQLT ISHARES TR2.9K sharesnew addition2026-03-312026-05-04

GDX VANECK ETF TRUST1.4K shares-31.24%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F1.6K shares-26.83%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST2.1K shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR5.2K shares0.43%2026-03-312026-05-04

Sponsored

EDOW FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-03-312026-05-04

EUAD SPINNAKER ETF SERIES3.1K shares0.00%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS2.7K shares0.44%2026-03-312026-05-04

HTRB HARTFORD FDS EXCHANGE TRADED3.7K shares0.00%2026-03-312026-05-04

DGRO ISHARES TR1.8K shares0.00%2026-03-312026-05-04

URNM SPROTT FDS TR1.8K shares74.26%2026-03-312026-05-04

ARTY ISHARES TR2.2K shares0.00%2026-03-312026-05-04

ITEQ AMPLIFY ETF TR1.7K shares0.00%2026-03-312026-05-04

Sponsored

VCIT VANGUARD SCOTTSDALE FDS1.1K sharesnew addition2026-03-312026-05-04

FTCS FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-05-04

BOTZ GLOBAL X FDS2.8K shares0.00%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR1.8K shares0.00%2026-03-312026-05-04

RWL INVESCO EXCH TRADED FD TR II745 shares0.00%2026-03-312026-05-04

IBOT VANECK ETF TRUST1.6K shares0.00%2026-03-312026-05-04

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.6K shares0.00%2026-03-312026-05-04

HDV ISHARES TR616 shares0.49%2026-03-312026-05-04

Sponsored

XLE SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS921 shares0.00%2026-03-312026-05-04

ICOW PACER FDS TR1.8K shares0.00%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-05-04

AIA ISHARES TR635 shares0.00%2026-03-312026-05-04

HACK AMPLIFY ETF TR856 shares0.00%2026-03-312026-05-04

IWP ISHARES TR494 shares0.00%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST1.7K shares0.00%2026-03-312026-05-04

Sponsored

GTEK GOLDMAN SACHS ETF TR1.4K shares0.00%2026-03-312026-05-04

IOO ISHARES TR446 shares0.00%2026-03-312026-05-04

VPL VANGUARD INTL EQUITY INDEX F549 shares-41.53%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR521 shares0.00%2026-03-312026-05-04

DTCR GLOBAL X FDS2.1K shares-56.69%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F365 shares0.00%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR1.9K shares-49.11%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD991 shares0.00%2026-03-312026-05-04

Sponsored

FLQL FRANKLIN TEMPLETON ETF TR656 shares0.00%2026-03-312026-05-04

SARK INVESTMENT MANAGERS SER TR I1.3K shares333.33%2026-03-312026-05-04

OEF ISHARES TR135 shares-79.48%2026-03-312026-05-04

AIVL WISDOMTREE TR357 shares0.00%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR1.3K shares0.31%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T510 shares0.00%2026-03-312026-05-04

SMLF ISHARES TR485 shares0.00%2026-03-312026-05-04

VOX VANGUARD WORLD FD192 shares28.00%2026-03-312026-05-04

Sponsored

ITA ISHARES TR150 shares0.00%2026-03-312026-05-04

IYY ISHARES TR200 shares0.00%2026-03-312026-05-04

SLYV SPDR SERIES TRUST334 shares0.30%2026-03-312026-05-04

LITP SPROTT FDS TR2.3K shares0.00%2026-03-312026-05-04

ESGV VANGUARD WORLD FD260 shares0.00%2026-03-312026-05-04

SLYG SPDR SERIES TRUST296 shares0.00%2026-03-312026-05-04

NACP TIDAL TRUST III574 shares-2.71%2026-03-312026-05-04

SOXX ISHARES TR81 shares0.00%2026-03-312026-05-04

Sponsored

EFAV ISHARES TR268 shares0.00%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR808 shares0.00%2026-03-312026-05-04

RSPS INVESCO EXCHANGE TRADED FD T780 sharesnew addition2026-03-312026-05-04

ARKQ ARK ETF TR200 shares0.00%2026-03-312026-05-04

SUSL ISHARES TR172 shares0.00%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST388 shares0.00%2026-03-312026-05-04

MOAT VANECK ETF TRUST184 shares-73.41%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST461 shares0.00%2026-03-312026-05-04

Sponsored

XLC SELECT SECTOR SPDR TR150 shares0.00%2026-03-312026-05-04

VFH VANGUARD WORLD FD127 shares0.00%2026-03-312026-05-04

TIP ISHARES TR137 shares0.00%2026-03-312026-05-04

FNDA SCHWAB STRATEGIC TR410 shares0.00%2026-03-312026-05-04

SNPG DBX ETF TR270 shares0.00%2026-03-312026-05-04

XOVR ENTREPRENEURSHARES SERIES TR750 sharesnew addition2026-03-312026-05-04

EFG ISHARES TR109 shares0.00%2026-03-312026-05-04

RPV INVESCO EXCHANGE TRADED FD T101 shares0.00%2026-03-312026-05-04

Sponsored

IWO ISHARES TR33 shares0.00%2026-03-312026-05-04

ICLN ISHARES TR526 shares0.00%2026-03-312026-05-04

PSCT INVESCO EXCH TRADED FD TR II150 shares0.00%2026-03-312026-05-04

FNDC SCHWAB STRATEGIC TR193 shares0.00%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST167 shares0.00%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR141 shares0.00%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR62 shares0.00%2026-03-312026-05-04

BIL SPDR SERIES TRUST72 sharesnew addition2026-03-312026-05-04

Sponsored

IYW ISHARES TR36 shares0.00%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS57 shares-60.96%2026-03-312026-05-04

PBW INVESCO EXCHANGE TRADED FD T162 shares0.00%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN81 shares0.00%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST144 shares0.00%2026-03-312026-05-04

IMTM ISHARES TR92 shares0.00%2026-03-312026-05-04

IUSG ISHARES TR20 shares0.00%2026-03-312026-05-04

EUSA ISHARES INC30 shares0.00%2026-03-312026-05-04

Sponsored

EZET FRANKLIN ETHEREUM TR190 shares0.00%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR36 shares0.00%2026-03-312026-05-04

ESGU ISHARES TR17 shares0.00%2026-03-312026-05-04

ROBO EXCHANGE TRADED CONCEPTS TRU30 shares0.00%2026-03-312026-05-04

AGG ISHARES TR16 shares-96.20%2026-03-312026-05-04

VIOG VANGUARD ADMIRAL FDS INC8 shares0.00%2026-03-312026-05-04

IHAK ISHARES TR22 shares0.00%2026-03-312026-05-04

SCHR SCHWAB STRATEGIC TR36 sharesnew addition2026-03-312026-05-04

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD12 shares0.00%2026-03-312026-05-04

IDRV ISHARES TR20 shares0.00%2026-03-312026-05-04

VOOV VANGUARD ADMIRAL FDS INC3 shares0.00%2026-03-312026-05-04

BNDW VANGUARD SCOTTSDALE FDS7 shares0.00%2026-03-312026-05-04

DVYE ISHARES INC13 shares0.00%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC1 shares0.00%2026-03-312026-05-04

ESGD ISHARES TR2 shares0.00%2026-03-312026-05-04

IYH ISHARES TR2 shares0.00%2026-03-312026-05-04

Sponsored

VWOB VANGUARD WHITEHALL FDS1 shares0.00%2026-03-312026-05-04

ESML ISHARES TR1 shares0.00%2026-03-312026-05-04

ESGE ISHARES INC1 shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS

1.05%

Shares288.0K

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

0.11%

Shares4.7M

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

1.04%

Shares1.2M

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

-3.35%

Shares813.1K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

1.77%

Shares2.0M

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

3.14%

Shares1.6M

Event2026-03-31

Filed2026-05-04

SNA

SNAP ON INC

0.00%

Shares101.0K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-0.93%

Shares42.9K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-1.11%

Shares44.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

3.89%

Shares13.2K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

1.22%

Shares207.8K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-2.62%

Shares9.2K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-0.80%

Shares74.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.18%

Shares15.7K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

-36.91%

Shares91.7K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

0.03%

Shares38.4K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-0.53%

Shares16.4K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-6.85%

Shares4.7K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

0.00%

Shares22.8K

Event2026-03-31

Filed2026-05-04

ARKK

ARK ETF TR

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

5.58%

Shares1.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-4.97%

Shares17.5K

Event2026-03-31

Filed2026-05-04

TIDAL TRUST III

0.00%

Shares48.1K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

12.03%

Shares2.1K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

-3.10%

Shares6.0K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

1.51%

Shares3.8K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-04

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-4.58%

Shares8.4K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

11.65%

Shares19.3K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

6.94%

Shares3.4K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

0.73%

Shares9.7K

Event2026-03-31

Filed2026-05-04

GOVZ

ISHARES TR

-11.63%

Shares74.0K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

0.36%

Shares13.5K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-8.22%

Shares2.9K

Event2026-03-31

Filed2026-05-04

IBB

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

8.97%

Shares13.9K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

8.18%

Shares12.5K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.45%

Shares2.7K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

-8.67%

Shares3.1K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

6.54%

Shares17.2K

Event2026-03-31

Filed2026-05-04

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

-44.06%

Shares4.1K

Event2026-03-31

Filed2026-05-04

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

8.94%

Shares646

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

TMFC

RBB FD INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-04

UTES

ETFIS SER TR I

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

DBMF

LITMAN GREGORY FDS TR

-33.59%

Shares12.1K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

KXI

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

CWI

SPDR INDEX SHS FDS

1.00%

Shares8.1K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.20%

Shares999

Event2026-03-31

Filed2026-05-04

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

220.85%

Shares7.7K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

1.21%

Shares2.8K

Event2026-03-31

Filed2026-05-04

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares673

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

1.66%

Shares1.1K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

-37.38%

Shares5.6K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

0.00%

Shares675

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

-31.24%

Shares1.4K

Event2026-03-31

Filed2026-05-04

VGK

VANGUARD INTL EQUITY INDEX F

-26.83%

Shares1.6K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

0.43%

Shares5.2K

Event2026-03-31

Filed2026-05-04

EDOW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

EUAD

SPINNAKER ETF SERIES

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

0.44%

Shares2.7K

Event2026-03-31

Filed2026-05-04

HTRB

HARTFORD FDS EXCHANGE TRADED

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

URNM

SPROTT FDS TR

74.26%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ARTY

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ITEQ

AMPLIFY ETF TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

BOTZ

GLOBAL X FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares745

Event2026-03-31

Filed2026-05-04

IBOT

VANECK ETF TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

PROFESIONALLY MANAGED PORTFO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

0.49%

Shares616

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

0.00%

Shares921

Event2026-03-31

Filed2026-05-04

ICOW

PACER FDS TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

AIA

ISHARES TR

0.00%

Shares635

Event2026-03-31

Filed2026-05-04

HACK

AMPLIFY ETF TR

0.00%

Shares856

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

0.00%

Shares494

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

GTEK

GOLDMAN SACHS ETF TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

IOO

ISHARES TR

0.00%

Shares446

Event2026-03-31

Filed2026-05-04

VPL

VANGUARD INTL EQUITY INDEX F

-41.53%

Shares549

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares521

Event2026-03-31

Filed2026-05-04

DTCR

GLOBAL X FDS

-56.69%

Shares2.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares365

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-49.11%

Shares1.9K

Event2026-03-31

Filed2026-05-04

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares991

Event2026-03-31

Filed2026-05-04

FLQL

FRANKLIN TEMPLETON ETF TR

0.00%

Shares656

Event2026-03-31

Filed2026-05-04

SARK

INVESTMENT MANAGERS SER TR I

333.33%

Shares1.3K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

-79.48%

Shares135

Event2026-03-31

Filed2026-05-04

AIVL

WISDOMTREE TR

0.00%

Shares357

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

0.31%

Shares1.3K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares510

Event2026-03-31

Filed2026-05-04

SMLF

ISHARES TR

0.00%

Shares485

Event2026-03-31

Filed2026-05-04

VOX

VANGUARD WORLD FD

28.00%

Shares192

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

0.00%

Shares150

Event2026-03-31

Filed2026-05-04

IYY

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

0.30%

Shares334

Event2026-03-31

Filed2026-05-04

LITP

SPROTT FDS TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

ESGV

VANGUARD WORLD FD

0.00%

Shares260

Event2026-03-31

Filed2026-05-04

SLYG

SPDR SERIES TRUST

0.00%

Shares296

Event2026-03-31

Filed2026-05-04

NACP

TIDAL TRUST III

-2.71%

Shares574

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

0.00%

Shares81

Event2026-03-31

Filed2026-05-04

EFAV

ISHARES TR

0.00%

Shares268

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares808

Event2026-03-31

Filed2026-05-04

RSPS

INVESCO EXCHANGE TRADED FD T

New

Shares780

Event2026-03-31

Filed2026-05-04

ARKQ

ARK ETF TR

0.00%

Shares200

Event2026-03-31

Filed2026-05-04

SUSL

ISHARES TR

0.00%

Shares172

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares388

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

-73.41%

Shares184

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares461

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

0.00%

Shares150

Event2026-03-31

Filed2026-05-04

VFH

VANGUARD WORLD FD

0.00%

Shares127

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

0.00%

Shares137

Event2026-03-31

Filed2026-05-04

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares410

Event2026-03-31

Filed2026-05-04

SNPG

DBX ETF TR

0.00%

Shares270

Event2026-03-31

Filed2026-05-04

XOVR

ENTREPRENEURSHARES SERIES TR

New

Shares750

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

0.00%

Shares109

Event2026-03-31

Filed2026-05-04

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares101

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

0.00%

Shares33

Event2026-03-31

Filed2026-05-04

ICLN

ISHARES TR

0.00%

Shares526

Event2026-03-31

Filed2026-05-04

PSCT

INVESCO EXCH TRADED FD TR II

0.00%

Shares150

Event2026-03-31

Filed2026-05-04

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares193

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares167

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares141

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

0.00%

Shares62

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

New

Shares72

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

0.00%

Shares36

Event2026-03-31

Filed2026-05-04

VTWO

VANGUARD SCOTTSDALE FDS

-60.96%

Shares57

Event2026-03-31

Filed2026-05-04

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares162

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares81

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares144

Event2026-03-31

Filed2026-05-04

IMTM

ISHARES TR

0.00%

Shares92

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

0.00%

Shares20

Event2026-03-31

Filed2026-05-04

EUSA

ISHARES INC

0.00%

Shares30

Event2026-03-31

Filed2026-05-04

EZET

FRANKLIN ETHEREUM TR

0.00%

Shares190

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares36

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

0.00%

Shares17

Event2026-03-31

Filed2026-05-04

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares30

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-96.20%

Shares16

Event2026-03-31

Filed2026-05-04

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-04

IHAK

ISHARES TR

0.00%

Shares22

Event2026-03-31

Filed2026-05-04

SCHR

SCHWAB STRATEGIC TR

New

Shares36

Event2026-03-31

Filed2026-05-04

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12

Event2026-03-31

Filed2026-05-04

IDRV

ISHARES TR

0.00%

Shares20

Event2026-03-31

Filed2026-05-04

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3

Event2026-03-31

Filed2026-05-04

BNDW

VANGUARD SCOTTSDALE FDS

0.00%

Shares7

Event2026-03-31

Filed2026-05-04

DVYE

ISHARES INC

0.00%

Shares13

Event2026-03-31

Filed2026-05-04

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

ESGE

ISHARES INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available