Sponsored
The Analysis of Gradient Capital Advisors, LLC's Holdings & P&L
Currently, Gradient Capital Advisors, LLC holds 177 types of securities in its portfolio with a total value $385.8M. In the most recent quarter, they have increased their positions in EMXC (+37.9K shares, valued at $3.0M), DFGP (+52.7K shares, valued at $2.8M), IVV (+746 shares, valued at $487.3K); decreased their positions in BILS (-6.7K shares, valued at $667.6K), VUG (-1.5K shares, valued at $661.3K), TSLA (-1.6K shares, valued at $605.6K); initiated new positions in EMXC (+37.9K shares, valued at $3.0M), EWJV (+10.3K shares, valued at $441.3K), FEOE (+7.4K shares, valued at $371.4K).
1M P&L
+14.4M+3.88%
3M P&L
-13.1M-3.28%
HY P&L
+9.6M+2.56%
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/A283.2M
79.0%
2Consumer Electronics18.2M
5.1%
3Semiconductors10.1M
2.8%
Top Industries by Stock Count
1N/A110 stocks
66.7%
2Semiconductors6 stocks
3.6%
3Drug Manufacturers - General4 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW9.7K shares2.41%2026-03-312026-04-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF5.9K shares-1.73%2026-03-312026-04-16
Sponsored
Sponsored
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF4.6K shares0.00%2026-03-312026-04-16
Sponsored
Sponsored
Sponsored
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF10.5K shares1.02%2026-03-312026-04-16
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.2K shares0.00%2026-03-312026-04-16
Sponsored
Sponsored
Sponsored
IVV
1.43%ISHARES CORE S&P 500 ETF
Shares52.9K
Event2026-03-31
Filed2026-04-16
AAPL
-1.60%APPLE INC COM
Shares71.6K
Event2026-03-31
Filed2026-04-16
SPDW
-2.15%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares315.1K
Event2026-03-31
Filed2026-04-16
VCSH
2.48%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares176.2K
Event2026-03-31
Filed2026-04-16
DFGP
32.05%DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
Shares217.0K
Event2026-03-31
Filed2026-04-16
DFSD
4.12%DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
Shares233.7K
Event2026-03-31
Filed2026-04-16
SCHF
-2.94%SCHWAB INTERNATIONAL EQUITY ETF
Shares435.1K
Event2026-03-31
Filed2026-04-16
SCHM
-1.99%SCHWAB U.S. MID-CAP ETF
Shares309.7K
Event2026-03-31
Filed2026-04-16
DFAT
-1.44%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares138.5K
Event2026-03-31
Filed2026-04-16
VTIP
5.54%VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Shares161.9K
Event2026-03-31
Filed2026-04-16
DFEM
-0.36%DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Shares229.5K
Event2026-03-31
Filed2026-04-16
VV
-0.43%VANGUARD LARGE-CAP ETF
Shares25.2K
Event2026-03-31
Filed2026-04-16
VEA
1.59%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares115.0K
Event2026-03-31
Filed2026-04-16
ALPHABET INC CAP STK CL A
4.00%ALPHABET INC CAP STK CL A
Shares25.1K
Event2026-03-31
Filed2026-04-16
DFSV
3.02%DIMENSIONAL US SMALL CAP VALUE ETF
Shares203.6K
Event2026-03-31
Filed2026-04-16
SCHX
-1.76%SCHWAB U.S. LARGE-CAP ETF
Shares261.2K
Event2026-03-31
Filed2026-04-16
JPM
-1.95%JPMORGAN CHASE & CO COM
Shares22.7K
Event2026-03-31
Filed2026-04-16
DFUV
-3.47%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares125.9K
Event2026-03-31
Filed2026-04-16
NVDA
-0.33%NVIDIA CORPORATION COM
Shares32.5K
Event2026-03-31
Filed2026-04-16
JPST
-6.35%JPMORGAN ULTRA-SHORT INCOME ETF
Shares104.3K
Event2026-03-31
Filed2026-04-16
MSFT
-3.14%MICROSOFT CORP COM
Shares14.0K
Event2026-03-31
Filed2026-04-16
DFAR
3.98%DIMENSIONAL US REAL ESTATE ETF
Shares214.2K
Event2026-03-31
Filed2026-04-16
TSLA
-10.70%TESLA INC COM
Shares13.6K
Event2026-03-31
Filed2026-04-16
DFAX
0.88%DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Shares143.9K
Event2026-03-31
Filed2026-04-16
BERKSHIRE HATHAWAY INC DEL CL B NEW
2.41%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares9.7K
Event2026-03-31
Filed2026-04-16
DFLV
4.50%DIMENSIONAL US LARGE CAP VALUE ETF
Shares128.7K
Event2026-03-31
Filed2026-04-16
SCHD
3.72%SCHWAB US DIVIDEND EQUITY ETF
Shares149.0K
Event2026-03-31
Filed2026-04-16
IGSB
-0.27%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares85.6K
Event2026-03-31
Filed2026-04-16
LAM RESEARCH CORP COM NEW
-3.51%LAM RESEARCH CORP COM NEW
Shares20.6K
Event2026-03-31
Filed2026-04-16
VXUS
-4.34%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares55.9K
Event2026-03-31
Filed2026-04-16
VANGUARD S&P 500 ETF
-1.06%VANGUARD S&P 500 ETF
Shares7.0K
Event2026-03-31
Filed2026-04-16
VO
-1.95%VANGUARD MID-CAP ETF
Shares14.3K
Event2026-03-31
Filed2026-04-16
GLD
1.40%SPDR GOLD SHARES
Shares9.4K
Event2026-03-31
Filed2026-04-16
META
-4.45%META PLATFORMS INC CL A
Shares6.4K
Event2026-03-31
Filed2026-04-16
VNQI
0.74%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares82.0K
Event2026-03-31
Filed2026-04-16
DISV
-4.48%DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
Shares91.3K
Event2026-03-31
Filed2026-04-16
BROADCOM INC COM
-1.35%BROADCOM INC COM
Shares11.1K
Event2026-03-31
Filed2026-04-16
VB
-0.74%VANGUARD SMALL-CAP ETF
Shares12.9K
Event2026-03-31
Filed2026-04-16
VUG
-17.29%VANGUARD GROWTH ETF
Shares7.2K
Event2026-03-31
Filed2026-04-16
EMXC
NewISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares37.9K
Event2026-03-31
Filed2026-04-16
GLDM
-6.96%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares25.9K
Event2026-03-31
Filed2026-04-16
VTV
2.49%VANGUARD VALUE ETF
Shares11.3K
Event2026-03-31
Filed2026-04-16
BILS
-23.31%STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
Shares22.1K
Event2026-03-31
Filed2026-04-16
VBR
-12.78%VANGUARD SMALL CAP VALUE ETF
Shares9.9K
Event2026-03-31
Filed2026-04-16
AVDV
-2.21%AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
Shares21.5K
Event2026-03-31
Filed2026-04-16
AMZN
-0.59%AMAZON COM INC COM
Shares10.0K
Event2026-03-31
Filed2026-04-16
DFAE
-5.58%DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Shares58.7K
Event2026-03-31
Filed2026-04-16
TSM
-0.27%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares5.9K
Event2026-03-31
Filed2026-04-16
CVX
-0.28%CHEVRON CORPORATION COM
Shares9.2K
Event2026-03-31
Filed2026-04-16
WPC
-0.26%WP CAREY INC COM
Shares27.9K
Event2026-03-31
Filed2026-04-16
CSCO
-1.60%CISCO SYS INC COM
Shares24.3K
Event2026-03-31
Filed2026-04-16
SCHB
0.47%SCHWAB U.S. BROAD MARKET ETF
Shares69.5K
Event2026-03-31
Filed2026-04-16
VNQ
-1.39%VANGUARD REAL ESTATE ETF
Shares19.1K
Event2026-03-31
Filed2026-04-16
AVMC
13.27%AVANTIS U.S. MID CAP EQUITY ETF
Shares22.8K
Event2026-03-31
Filed2026-04-16
SLV
-3.29%ISHARES SILVER TRUST
Shares23.9K
Event2026-03-31
Filed2026-04-16
BK
0.40%BANK NEW YORK MELLON CORP COM
Shares13.4K
Event2026-03-31
Filed2026-04-16
VEU
-2.72%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares20.8K
Event2026-03-31
Filed2026-04-16
AVUV
-0.74%AVANTIS U.S. SMALL CAP VALUE ETF
Shares13.0K
Event2026-03-31
Filed2026-04-16
IWM
-1.41%ISHARES RUSSELL 2000 ETF
Shares5.6K
Event2026-03-31
Filed2026-04-16
JNJ
-0.74%JOHNSON & JOHNSON COM
Shares5.4K
Event2026-03-31
Filed2026-04-16
VTI
0.74%VANGUARD TOTAL STOCK MARKET ETF
Shares4.1K
Event2026-03-31
Filed2026-04-16
SCHA
-2.33%SCHWAB U.S. SMALL-CAP ETF
Shares44.5K
Event2026-03-31
Filed2026-04-16
SCHV
-7.95%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares39.1K
Event2026-03-31
Filed2026-04-16
AMGN
0.23%AMGEN INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-16
VIG
-10.92%VANGUARD DIVIDEND APPRECIATION ETF
Shares4.9K
Event2026-03-31
Filed2026-04-16
BAC
0.27%BANK OF AMER CORP COM
Shares21.7K
Event2026-03-31
Filed2026-04-16
LMT
0.41%LOCKHEED MARTIN CORP COM
Shares1.7K
Event2026-03-31
Filed2026-04-16
AMD
-9.96%ADVANCED MICRO DEVICES INC COM
Shares4.9K
Event2026-03-31
Filed2026-04-16
SGOV
2.14%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares9.9K
Event2026-03-31
Filed2026-04-16
DFAC
2.91%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares25.5K
Event2026-03-31
Filed2026-04-16
FEZ
-3.09%STATE STREET SPDR EURO STOXX 50 ETF
Shares15.5K
Event2026-03-31
Filed2026-04-16
COST
0.21%COSTCO WHOLESALE CORPORATION COM
Shares941
Event2026-03-31
Filed2026-04-16
XLP
0.02%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares11.1K
Event2026-03-31
Filed2026-04-16
IBDX
1.49%ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
Shares34.3K
Event2026-03-31
Filed2026-04-16
SCHH
-4.54%SCHWAB U.S. REIT ETF
Shares39.9K
Event2026-03-31
Filed2026-04-16
BSV
2.14%VANGUARD SHORT-TERM BOND ETF
Shares10.9K
Event2026-03-31
Filed2026-04-16
IBDW
0.00%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares40.8K
Event2026-03-31
Filed2026-04-16
DFIC
0.00%DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Shares23.0K
Event2026-03-31
Filed2026-04-16
ALPHABET INC CAP STK CL C
0.04%ALPHABET INC CAP STK CL C
Shares2.8K
Event2026-03-31
Filed2026-04-16
INVESCO QQQ TRUST SERIES I
-7.41%INVESCO QQQ TRUST SERIES I
Shares1.4K
Event2026-03-31
Filed2026-04-16
V
0.00%VISA INC COM CL A
Shares2.6K
Event2026-03-31
Filed2026-04-16
IJR
0.02%ISHARES CORE S&P SMALL CAP ETF
Shares6.3K
Event2026-03-31
Filed2026-04-16
VYM
-1.30%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares5.3K
Event2026-03-31
Filed2026-04-16
HD
0.13%HOME DEPOT INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-16
CAT
-5.71%CATERPILLAR INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-16
VHT
-1.34%VANGUARD HEALTH CARE ETF
Shares2.7K
Event2026-03-31
Filed2026-04-16
SCHZ
-1.45%SCHWAB US AGGREGATE BOND ETF
Shares29.7K
Event2026-03-31
Filed2026-04-16
IBDV
0.00%ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
Shares30.0K
Event2026-03-31
Filed2026-04-16
QCOM
-22.00%QUALCOMM INC COM
Shares5.1K
Event2026-03-31
Filed2026-04-16
NFLX
1.90%NETFLIX INC. COM
Shares6.7K
Event2026-03-31
Filed2026-04-16
XOM
-0.67%EXXON MOBIL CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-16
VWO
-15.20%VANGUARD FTSE EMERGING MARKETS ETF
Shares11.4K
Event2026-03-31
Filed2026-04-16
DFAI
-1.09%DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Shares15.6K
Event2026-03-31
Filed2026-04-16
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares5.4K
Event2026-03-31
Filed2026-04-16
SPSB
0.04%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares19.4K
Event2026-03-31
Filed2026-04-16
IEFA
-2.64%ISHARES CORE MSCI EAFE ETF
Shares6.4K
Event2026-03-31
Filed2026-04-16
SCHP
0.00%SCHWAB US TIPS ETF
Shares20.7K
Event2026-03-31
Filed2026-04-16
VUSB
0.00%VANGUARD ULTRA-SHORT BOND ETF
Shares10.9K
Event2026-03-31
Filed2026-04-16
LQD
0.16%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares4.9K
Event2026-03-31
Filed2026-04-16
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares2.5K
Event2026-03-31
Filed2026-04-16
SPY
-13.80%STATE STREET SPDR S&P 500 ETF
Shares818
Event2026-03-31
Filed2026-04-16
JMST
-1.53%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares10.1K
Event2026-03-31
Filed2026-04-16
BLACKSTONE INC COM
0.00%BLACKSTONE INC COM
Shares4.4K
Event2026-03-31
Filed2026-04-16
AGG
-0.84%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares5.0K
Event2026-03-31
Filed2026-04-16
IBDU
0.00%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares21.1K
Event2026-03-31
Filed2026-04-16
IBM
0.15%INTERNATIONAL BUSINESS MACHS COM
Shares2.0K
Event2026-03-31
Filed2026-04-16
WFC
0.25%WELLS FARGO & CO COM
Shares6.0K
Event2026-03-31
Filed2026-04-16
SCHE
-0.91%SCHWAB EMERGING MARKETS EQUITY ETF
Shares14.4K
Event2026-03-31
Filed2026-04-16
EFA
0.00%ISHARES MSCI EAFE ETF
Shares4.9K
Event2026-03-31
Filed2026-04-16
IBDZ
0.00%ISHARES IBONDS DEC 2034 TERM CORPORATE ETF
Shares18.0K
Event2026-03-31
Filed2026-04-16
EWJV
NewISHARES MSCI JAPAN VALUE ETF
Shares10.3K
Event2026-03-31
Filed2026-04-16
INVESCO S&P 500 LOW VOLATILITY ETF
-1.73%INVESCO S&P 500 LOW VOLATILITY ETF
Shares5.9K
Event2026-03-31
Filed2026-04-16
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares439
Event2026-03-31
Filed2026-04-16
IBDY
0.00%ISHARES IBONDS DEC 2033 TERM CORPORATE ETF
Shares16.3K
Event2026-03-31
Filed2026-04-16
DTD
0.00%WISDOMTREE U.S. TOTAL DIVIDEND FUND
Shares4.8K
Event2026-03-31
Filed2026-04-16
BSMV
0.00%INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
Shares19.7K
Event2026-03-31
Filed2026-04-16
INTC
0.22%INTEL CORP COM
Shares9.3K
Event2026-03-31
Filed2026-04-16
INTU
-29.71%INTUIT COM
Shares932
Event2026-03-31
Filed2026-04-16
DFUS
5.14%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares5.4K
Event2026-03-31
Filed2026-04-16
FEOE
NewFIRST EAGLE OVERSEAS EQUITY ETF
Shares7.4K
Event2026-03-31
Filed2026-04-16
IJH
-2.59%ISHARES CORE S&P MID-CAP ETF
Shares5.5K
Event2026-03-31
Filed2026-04-16
SPTM
0.00%STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Shares4.6K
Event2026-03-31
Filed2026-04-16
MU
NewMICRON TECHNOLOGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-16
SBUX
0.15%STARBUCKS CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-16
NEM
-17.90%NEWMONT CORP COM
Shares3.3K
Event2026-03-31
Filed2026-04-16
BA
0.00%BOEING CO COM
Shares1.7K
Event2026-03-31
Filed2026-04-16
FDX
0.00%FEDEX CORP COM
Shares965
Event2026-03-31
Filed2026-04-16
XLF
-8.82%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares6.9K
Event2026-03-31
Filed2026-04-16
WMT
-2.43%WALMART INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-16
XLE
-2.83%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares5.5K
Event2026-03-31
Filed2026-04-16
IYW
0.00%ISHARES U.S. TECHNOLOGY ETF
Shares1.8K
Event2026-03-31
Filed2026-04-16
IBDS
0.00%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares13.0K
Event2026-03-31
Filed2026-04-16
AVLV
6.54%AVANTIS U.S. LARGE CAP VALUE ETF
Shares3.9K
Event2026-03-31
Filed2026-04-16
ORCL
5.29%ORACLE CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-16
ABBV
0.14%ABBVIE INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-16
CEG
-17.10%CONSTELLATION ENERGY CORP COM
Shares1.1K
Event2026-03-31
Filed2026-04-16
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares361
Event2026-03-31
Filed2026-04-16
GHY
0.00%PGIM GLOBAL HIGH YIELD FD FORM COM
Shares25.8K
Event2026-03-31
Filed2026-04-16
IBDR
0.00%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares12.3K
Event2026-03-31
Filed2026-04-16
REGN
0.00%REGENERON PHARMACEUTICALS COM
Shares384
Event2026-03-31
Filed2026-04-16
PFE
0.21%PFIZER INC COM
Shares10.4K
Event2026-03-31
Filed2026-04-16
DIS
0.00%DISNEY WALT CO COM
Shares3.0K
Event2026-03-31
Filed2026-04-16
AMAT
-1.56%APPLIED MATLS INC COM
Shares819
Event2026-03-31
Filed2026-04-16
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares6.1K
Event2026-03-31
Filed2026-04-16
SCHO
-28.69%SCHWAB SHORT-TERM US TREASURY ETF
Shares11.4K
Event2026-03-31
Filed2026-04-16
CFG
0.00%CITIZENS FINL GROUP INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-16
DGCB
0.00%DIMENSIONAL GLOBAL CREDIT ETF
Shares5.0K
Event2026-03-31
Filed2026-04-16
DFCA
0.00%DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
Shares5.4K
Event2026-03-31
Filed2026-04-16
SJNK
1.02%STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Shares10.5K
Event2026-03-31
Filed2026-04-16
PG
0.00%PROCTER & GAMBLE CO COM
Shares1.8K
Event2026-03-31
Filed2026-04-16
ICF
0.00%ISHARES SELECT U.S. REIT ETF
Shares4.1K
Event2026-03-31
Filed2026-04-16
XLK
-12.63%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.9K
Event2026-03-31
Filed2026-04-16
PLTR
0.00%PALANTIR TECHNOLOGIES INC CL A
Shares1.7K
Event2026-03-31
Filed2026-04-16
RTX
0.00%RTX CORPORATION COM
Shares1.3K
Event2026-03-31
Filed2026-04-16
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares1.2K
Event2026-03-31
Filed2026-04-16
IBDT
0.00%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares9.5K
Event2026-03-31
Filed2026-04-16
VYMI
-11.61%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares2.6K
Event2026-03-31
Filed2026-04-16
IWC
0.00%ISHARES MICRO-CAP ETF
Shares1.5K
Event2026-03-31
Filed2026-04-16
KRE
10.78%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares3.7K
Event2026-03-31
Filed2026-04-16
TJX
0.00%TJX COS INC NEW COM
Shares1.5K
Event2026-03-31
Filed2026-04-16
YUM
-0.13%YUM BRANDS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-16
CRM
-1.17%SALESFORCE INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-16
TIP
0.00%ISHARES TIPS BOND ETF
Shares2.1K
Event2026-03-31
Filed2026-04-16
DFAU
8.70%DIMENSIONAL US CORE EQUITY MARKET ETF
Shares5.0K
Event2026-03-31
Filed2026-04-16
IGIB
0.00%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares4.1K
Event2026-03-31
Filed2026-04-16
BUFR
0.00%FT VEST LADDERED BUFFER ETF
Shares6.4K
Event2026-03-31
Filed2026-04-16
DIA
0.00%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares463
Event2026-03-31
Filed2026-04-16
PANW
-4.47%PALO ALTO NETWORKS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-16
AXP
0.00%AMERICAN EXPRESS CO COM
Shares696
Event2026-03-31
Filed2026-04-16
SO
NewSOUTHERN CO COM
Shares2.2K
Event2026-03-31
Filed2026-04-16
MAR
-5.90%MARRIOTT INTL INC NEW CL A
Shares638
Event2026-03-31
Filed2026-04-16
VCIT
NewVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares2.5K
Event2026-03-31
Filed2026-04-16
BSMU
0.00%INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF
Shares9.4K
Event2026-03-31
Filed2026-04-16
JSCP
-12.51%JPMORGAN SHORT DURATION CORE PLUS ETF
Shares4.3K
Event2026-03-31
Filed2026-04-16
OFIX
-33.32%ORTHOFIX MED INC COM
Shares10.0K
Event2026-03-31
Filed2026-04-16
MINDWALK HOLDINGS CORP COM
0.00%MINDWALK HOLDINGS CORP COM
Shares26.6K
Event2026-03-31
Filed2026-04-16
URG
0.00%UR-ENERGY INC COM
Shares10.0K
Event2026-03-31
Filed2026-04-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available