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The Analysis of Grey Fox Wealth Advisors, LLC's Holdings & P&L

Currently, Grey Fox Wealth Advisors, LLC holds 140 types of securities in its portfolio with a total value $518.0M. In the most recent quarter, they have increased their positions in BIV (+106.8K shares, valued at $8.2M), VEA (+57.4K shares, valued at $3.7M), VCSH (+38.4K shares, valued at $3.0M); decreased their positions in N/A (-15.9K shares, valued at $7.8M), BLV (-78.4K shares, valued at $5.4M), ILTB (-13.2K shares, valued at $644.3K); initiated new positions in PNC (+2.7K shares, valued at $554.2K), SCHF (+21.9K shares, valued at $542.8K), SCHX (+16.2K shares, valued at $416.2K).

1M P&L

+14.7M+3.05%

3M P&L

-341.3M-40.67%

HY P&L

-332.8M-40.06%

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/A424.2M

93.7%

2Consumer Electronics7.3M

1.6%

3Semiconductors7.2M

1.6%

Top Industries by Stock Count

1N/A64 stocks

68.1%

2Drug Manufacturers - General4 stocks

4.3%

3Oil & Gas Midstream2 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV Vanguard Value ETF351.5K shares4.20%2026-03-312026-04-21

VUG Vanguard Growth ETF119.8K shares1.19%2026-03-312026-04-21

VEA Vanguard FTSE Developed Markets ETF767.0K shares8.09%2026-03-312026-04-21

BIV Vanguard Intermediate Term Bond ETF389.6K shares37.74%2026-03-312026-04-21

AGG iShares Core US Aggregate Bond ETF289.5K shares4.07%2026-03-312026-04-21

VBR Vanguard Small Cap Value ETF123.8K shares0.82%2026-03-312026-04-21

VO Vanguard Mid Cap ETF IV82.3K shares9.83%2026-03-312026-04-21

SLYG SPDR S&P 600 Small Cap Growth ETF176.9K shares3.57%2026-03-312026-04-21

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VCSH Vanguard Short Term Cor BD ETF IV206.5K shares22.82%2026-03-312026-04-21

SPEM SPDR Index Shares Emerg Markt ETF IV263.1K shares28.44%2026-03-312026-04-21

VNQ Vanguard Real Estate ETF119.7K shares23.42%2026-03-312026-04-21

USHY iShares Broad Usd HG YLD CRP BND ETF262.0K shares37.95%2026-03-312026-04-21

AAPL Apple Inc29.0K shares1.41%2026-03-312026-04-21

NVDA Nvidia Corp33.7K shares2.39%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2045 R6 JPMORGAN SMARTRETIREMENT BLEND 2045 R6150.7K shares2.51%2026-03-312026-04-21

EFA iShares MSCI EAFE ETF56.3K shares4.09%2026-03-312026-04-21

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SCHP Schwab US TIPS ETF197.5K shares-2.24%2026-03-312026-04-21

SCHV Schwab US Large Cap Value ETF172.1K shares-0.19%2026-03-312026-04-21

VANGUARD GROWTH INDEX -ADMIRAL VANGUARD GROWTH INDEX -ADMIRAL22.3K shares0.74%2026-03-312026-04-21

VONG Vanguard Russell 1000 Growth ETF45.0K shares99.63%2026-03-312026-04-21

IJH iShares Core S&P Mid Cap ETF69.2K shares12.21%2026-03-312026-04-21

BNDX Vanguard Total International Bond Et93.1K shares-0.77%2026-03-312026-04-21

VWO Vanguard FTSE Emerging Markets ETF73.5K shares13.93%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2040 R6 JPMORGAN SMARTRETIREMENT BLEND 2040 R6110.0K shares1.20%2026-03-312026-04-21

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MUB iShares National Muni Bond ETF32.9K shares37.04%2026-03-312026-04-21

Vanguard Target Retirement2040 Fund Vanguard Target Retirement2040 Fund68.6K shares0.79%2026-03-312026-04-21

VANGUARD VALUE INDEX - ADMIRAL VANGUARD VALUE INDEX - ADMIRAL77.3K shares2.60%2026-03-312026-04-21

SCHZ Schwab US Aggregate Bond ETF138.5K shares-0.36%2026-03-312026-04-21

Vanguard Target Retirement 2030 Fund Vanguard Target Retirement 2030 Fund73.1K shares2.66%2026-03-312026-04-21

VANGUARD DEVELOPED MARKETS INDEX ADMIRAL VANGUARD DEVELOPED MARKETS INDEX ADMIRAL174.2K shares0.27%2026-03-312026-04-21

Alphabet Inc. Class A Alphabet Inc. Class A10.1K shares-3.33%2026-03-312026-04-21

IWO iShares Russell 2000 Growth ETF9.2K shares-1.94%2026-03-312026-04-21

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VTWG Vanguard Russell 2000 Growth ETF11.1K shares5.78%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2050 R6 JPMORGAN SMARTRETIREMENT BLEND 2050 R664.0K shares2.64%2026-03-312026-04-21

JNJ Johnson & Johnson9.9K shares-2.21%2026-03-312026-04-21

Vanguard Total Bond Market Idx Vanguard Total Bond Market Idx288.9K shares1.31%2026-03-312026-04-21

DFAC Dimensional U S Core Equity 2 ETF58.8K shares0.25%2026-03-312026-04-21

VTEB Vanguard Muni BND Tax Exempt ETF44.8K shares1.50%2026-03-312026-04-21

Vanguard Target Ret 2035 Vanguard Target Ret 2035280.7K shares1.28%2026-03-312026-04-21

HYG iShares iBoxx High Yield Bond ETF24.4K shares11.81%2026-03-312026-04-21

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SLYV SPDR S&P 600 Small Cap Value ETF19.9K shares13.90%2026-03-312026-04-21

Vanguard Target Retirement 2045 Fund Vanguard Target Retirement 2045 Fund125.4K shares3.56%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2030 R6 JPMORGAN SMARTRETIREMENT BLEND 2030 R660.6K shares2.00%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2055 R6 JPMORGAN SMARTRETIREMENT BLEND 2055 R645.8K shares-9.72%2026-03-312026-04-21

BSV Vanguard Short-Term Bond ETF IV22.1K shares16.22%2026-03-312026-04-21

Vanguard Target Retirement 2050 Fund Vanguard Target Retirement 2050 Fund45.4K shares-0.28%2026-03-312026-04-21

Berkshire Hathaway Class B Berkshire Hathaway Class B3.4K shares1.55%2026-03-312026-04-21

VANGUARD MID CAP INDEX ADM VANGUARD MID CAP INDEX ADM4.3K shares3.01%2026-03-312026-04-21

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IYR iShares US Real Estate ETF16.1K shares14.44%2026-03-312026-04-21

SHM SPDR Nuveen Bloomberg Barclays Short Term31.5K shares-0.24%2026-03-312026-04-21

VANGUARD SMALL CAP VALUE INDEX ADMIRAL VANGUARD SMALL CAP VALUE INDEX ADMIRAL15.7K shares3.09%2026-03-312026-04-21

Vanguard Target Retirement Income Fund Vanguard Target Retirement Income Fund105.7K shares0.85%2026-03-312026-04-21

VTI Vanguard Total Stock Market ETF4.5K shares186.06%2026-03-312026-04-21

Vanguard Target Retirement 2025 Fund Vanguard Target Retirement 2025 Fund79.7K shares5.34%2026-03-312026-04-21

TSM Taiwan Semiconductr F Sponsored ADR3.8K shares-0.55%2026-03-312026-04-21

AMZN Amazon.Com Inc6.1K shares-2.10%2026-03-312026-04-21

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IWN iShares Russell 2000 Value ETF6.1K shares4.64%2026-03-312026-04-21

TIP iShares TIPS Bond ETF10.2K shares-3.15%2026-03-312026-04-21

VANGUARD 500 INDEX FUND - ADMIRAL VANGUARD 500 INDEX FUND - ADMIRAL1.9K shares1.69%2026-03-312026-04-21

Vanguard S&P 500 ETF Vanguard S&P 500 ETF1.8K shares0.16%2026-03-312026-04-21

IUSG iShares Core S&P US Growth ETF7.0K shares-0.83%2026-03-312026-04-21

PICB Invesco International Corporate Bond ETF44.2K shares339.44%2026-03-312026-04-21

Vanguard Target Retirement 2020 Fund Vanguard Target Retirement 2020 Fund78.8K shares5.51%2026-03-312026-04-21

Invesco Stable Asset Fund - ADPZ Class Invesco Stable Asset Fund - ADPZ Class947.3K shares3.43%2026-03-312026-04-21

Sponsored

Alphabet Inc. Class C Alphabet Inc. Class C3.3K shares-7.49%2026-03-312026-04-21

VEU Vanguard FTSE All World Ex US ETF12.5K shares24.09%2026-03-312026-04-21

MSFT Microsoft Corp2.5K shares24.78%2026-03-312026-04-21

LLY Lilly Eli & Co1.0K shares5.21%2026-03-312026-04-21

JPM JPMorgan Chase & Co3.1K shares3.65%2026-03-312026-04-21

IUSV iShares Core S&P US Value ETF8.9K shares-6.25%2026-03-312026-04-21

SPY SPDR S&P 500 ETF IV1.4K shares6.04%2026-03-312026-04-21

BND Vanguard Total Bond Market ETF11.4K shares-4.54%2026-03-312026-04-21

Sponsored

Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF10.6K shares-0.65%2026-03-312026-04-21

VXUS Vanguard Total Interntl Stock ETF IV9.9K shares172.56%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2035 R6 JPMORGAN SMARTRETIREMENT BLEND 2035 R620.2K shares3.09%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2060 R6 JPMORGAN SMARTRETIREMENT BLEND 2060 R621.8K shares5.81%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2025 R6 JPMORGAN SMARTRETIREMENT BLEND 2025 R624.4K shares3.67%2026-03-312026-04-21

Invesco QQQ Trust Invesco QQQ Trust1.1K shares3.12%2026-03-312026-04-21

IWV iShares Russell 3000 ETF1.6K shares23.67%2026-03-312026-04-21

IVV iShares Core S&P 500 ETF856 shares1.66%2026-03-312026-04-21

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PNC PNC Finl Services2.7K sharesnew addition2026-03-312026-04-21

NFLX Netflix Inc5.7K shares3.86%2026-03-312026-04-21

Vanguard Short-Term Bond Index Vanguard Short-Term Bond Index53.8K shares2.99%2026-03-312026-04-21

VGT Vanguard Information Technology ETF788 shares0.00%2026-03-312026-04-21

SCHF Schwab International Equity ETF21.9K sharesnew addition2026-03-312026-04-21

AM Antero Midstream Corp23.0K shares0.00%2026-03-312026-04-21

SCHH Charles Schwab US REIT ETF24.2K shares-6.59%2026-03-312026-04-21

ABBV Abbvie Inc2.2K shares-13.87%2026-03-312026-04-21

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WMT WalMart Inc3.8K shares9.10%2026-03-312026-04-21

Broadcom Inc Broadcom Inc1.5K shares2.82%2026-03-312026-04-21

HD Home Depot Inc1.4K shares3.81%2026-03-312026-04-21

Vanguard Target Retirement 2055 Fund Vanguard Target Retirement 2055 Fund34.9K shares1.58%2026-03-312026-04-21

ESGU iShares Esg Aware MSCI USA ETF3.2K shares5.16%2026-03-312026-04-21

CVX Chevron Corp2.2K shares0.98%2026-03-312026-04-21

BLV Vanguard Long Term Bond ETF6.5K shares-92.37%2026-03-312026-04-21

SCHG Schwab US Large Cap Growth ETF15.0K shares-5.69%2026-03-312026-04-21

Sponsored

AB Small Cap Growth Portfolio AB Small Cap Growth Portfolio5.8K shares2.41%2026-03-312026-04-21

Vanguard Explorer Fund - Admiral Class Vanguard Explorer Fund - Admiral Class4.0K shares0.07%2026-03-312026-04-21

ONEV SPDR Rusel 1000 LW VLTLTY FCS ETF3.1K shares0.19%2026-03-312026-04-21

EFAV Ishare Edge MSCI Min Vol EAFE ETF4.6K shares0.00%2026-03-312026-04-21

SCHX Schwab US Large Cap ETF16.2K sharesnew addition2026-03-312026-04-21

FIVE Five Below1.8K shares0.00%2026-03-312026-04-21

VIG Vanguard Dividend Appreciation ETF1.9K shares-3.94%2026-03-312026-04-21

Vanguard Target Retirement 2070 Fund Vanguard Target Retirement 2070 Fund12.5K shares1.45%2026-03-312026-04-21

Sponsored

SYK Stryker Corp1.2K shares-9.57%2026-03-312026-04-21

ET Energy Transfer LP18.4K shares0.66%2026-03-312026-04-21

VCIT Vanguard Intermediate Term Co ETF IV4.1K shares0.72%2026-03-312026-04-21

State Street Inst U.S. Equity State Street Inst U.S. Equity655 shares-96.04%2026-03-312026-04-21

DHR Danaher Corp1.6K shares0.00%2026-03-312026-04-21

IYJ iShares US Industrials ETF2.1K shares0.19%2026-03-312026-04-21

RSPN Invsc SP 500 Equal WGHT Indstrl ETF5.4K shares0.22%2026-03-312026-04-21

Merck & Co. Inc. Merck & Co. Inc.2.4K shares0.12%2026-03-312026-04-21

Sponsored

XSD SPDR S&P Semiconductor ETF898 shares0.00%2026-03-312026-04-21

RIVN Rivian Automotive Inc Class A19.4K shares3.31%2026-03-312026-04-21

Vanguard Federal Money Market Inv Vanguard Federal Money Market Inv283.3K shares2.96%2026-03-312026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2065 R6 JPMORGAN SMARTRETIREMENT BLEND 2065 R612.0K sharesnew addition2026-03-312026-04-21

Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF1.5K shares0.41%2026-03-312026-04-21

Vanguard Target Retirement 2060 Fund Vanguard Target Retirement 2060 Fund19.8K shares8.95%2026-03-312026-04-21

IGSB iShares TR Is 1-5 YR In GR CR BD ETF5.2K shares-10.12%2026-03-312026-04-21

ORCL Oracle Corp1.8K shares42.61%2026-03-312026-04-21

Sponsored

META Facebook Inc Class A452 shares44.41%2026-03-312026-04-21

VOE Vanguard Mid Cap Value ETF1.4K shares-18.02%2026-03-312026-04-21

KLAC Kla Corp168 shares0.00%2026-03-312026-04-21

Vanguard High Yield Corp Adm Vanguard High Yield Corp Adm44.3K shares1.65%2026-03-312026-04-21

SCHB Schwab US Broad Market ETF9.6K sharesnew addition2026-03-312026-04-21

DFUV Dimensional US Marketwide Value ETF4.9K shares0.37%2026-03-312026-04-21

GILD Gilead Sciences Inc1.7K shares1.55%2026-03-312026-04-21

CAT Caterpillar Inc331 sharesnew addition2026-03-312026-04-21

Sponsored

IWM iShares Russell 2000 ETF931 sharesnew addition2026-03-312026-04-21

SPMD SPDR Portfolio S&P 400 Mid Cap ETF3.8K shares1.68%2026-03-312026-04-21

ILTB iShares Core 10 Year Usd Bond ETF4.5K shares-74.31%2026-03-312026-04-21

HLNE Hamilton Lane Inc Com CL A2.2K shares0.00%2026-03-312026-04-21

CUBE Cubesmart REIT6.0K sharesnew addition2026-03-312026-04-21

Vanguard Emerging Markets Stock Index Fund - Admiral Class Vanguard Emerging Markets Stock Index Fund - Admiral Class4.9K shares-1.63%2026-03-312026-04-21

TSCO Tractor Supply Co Com4.6K shares-13.32%2026-03-312026-04-21

SMLV SPDR Ssga US SL CP LW VLT Inx ETF1.5K sharesnew addition2026-03-312026-04-21

Sponsored

V Visa Inc Class A684 shares8.57%2026-03-312026-04-21

SCHW Charles Schwab Corp2.2K shares0.37%2026-03-312026-04-21

Fidelity 500 Index Fund Fidelity 500 Index Fund33.4K shares4.66%2026-03-312026-04-21

VANGUARD TREASURY MONEY MARKET INV VANGUARD TREASURY MONEY MARKET INV32.9K shares3.17%2026-03-312026-04-21

VTV

Vanguard Value ETF

4.20%

Shares351.5K

Event2026-03-31

Filed2026-04-21

VUG

Vanguard Growth ETF

1.19%

Shares119.8K

Event2026-03-31

Filed2026-04-21

VEA

Vanguard FTSE Developed Markets ETF

8.09%

Shares767.0K

Event2026-03-31

Filed2026-04-21

BIV

Vanguard Intermediate Term Bond ETF

37.74%

Shares389.6K

Event2026-03-31

Filed2026-04-21

AGG

iShares Core US Aggregate Bond ETF

4.07%

Shares289.5K

Event2026-03-31

Filed2026-04-21

VBR

Vanguard Small Cap Value ETF

0.82%

Shares123.8K

Event2026-03-31

Filed2026-04-21

Vanguard Mid Cap ETF IV

9.83%

Shares82.3K

Event2026-03-31

Filed2026-04-21

SLYG

SPDR S&P 600 Small Cap Growth ETF

3.57%

Shares176.9K

Event2026-03-31

Filed2026-04-21

VCSH

Vanguard Short Term Cor BD ETF IV

22.82%

Shares206.5K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR Index Shares Emerg Markt ETF IV

28.44%

Shares263.1K

Event2026-03-31

Filed2026-04-21

VNQ

Vanguard Real Estate ETF

23.42%

Shares119.7K

Event2026-03-31

Filed2026-04-21

USHY

iShares Broad Usd HG YLD CRP BND ETF

37.95%

Shares262.0K

Event2026-03-31

Filed2026-04-21

AAPL

Apple Inc

1.41%

Shares29.0K

Event2026-03-31

Filed2026-04-21

NVDA

Nvidia Corp

2.39%

Shares33.7K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2045 R6

2.51%

Shares150.7K

Event2026-03-31

Filed2026-04-21

EFA

iShares MSCI EAFE ETF

4.09%

Shares56.3K

Event2026-03-31

Filed2026-04-21

SCHP

Schwab US TIPS ETF

-2.24%

Shares197.5K

Event2026-03-31

Filed2026-04-21

SCHV

Schwab US Large Cap Value ETF

-0.19%

Shares172.1K

Event2026-03-31

Filed2026-04-21

VANGUARD GROWTH INDEX -ADMIRAL

0.74%

Shares22.3K

Event2026-03-31

Filed2026-04-21

VONG

Vanguard Russell 1000 Growth ETF

99.63%

Shares45.0K

Event2026-03-31

Filed2026-04-21

IJH

iShares Core S&P Mid Cap ETF

12.21%

Shares69.2K

Event2026-03-31

Filed2026-04-21

BNDX

Vanguard Total International Bond Et

-0.77%

Shares93.1K

Event2026-03-31

Filed2026-04-21

VWO

Vanguard FTSE Emerging Markets ETF

13.93%

Shares73.5K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2040 R6

1.20%

Shares110.0K

Event2026-03-31

Filed2026-04-21

MUB

iShares National Muni Bond ETF

37.04%

Shares32.9K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement2040 Fund

0.79%

Shares68.6K

Event2026-03-31

Filed2026-04-21

VANGUARD VALUE INDEX - ADMIRAL

2.60%

Shares77.3K

Event2026-03-31

Filed2026-04-21

SCHZ

Schwab US Aggregate Bond ETF

-0.36%

Shares138.5K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2030 Fund

2.66%

Shares73.1K

Event2026-03-31

Filed2026-04-21

VANGUARD DEVELOPED MARKETS INDEX ADMIRAL

0.27%

Shares174.2K

Event2026-03-31

Filed2026-04-21

Alphabet Inc. Class A

-3.33%

Shares10.1K

Event2026-03-31

Filed2026-04-21

IWO

iShares Russell 2000 Growth ETF

-1.94%

Shares9.2K

Event2026-03-31

Filed2026-04-21

VTWG

Vanguard Russell 2000 Growth ETF

5.78%

Shares11.1K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2050 R6

2.64%

Shares64.0K

Event2026-03-31

Filed2026-04-21

JNJ

Johnson & Johnson

-2.21%

Shares9.9K

Event2026-03-31

Filed2026-04-21

Vanguard Total Bond Market Idx

1.31%

Shares288.9K

Event2026-03-31

Filed2026-04-21

DFAC

Dimensional U S Core Equity 2 ETF

0.25%

Shares58.8K

Event2026-03-31

Filed2026-04-21

VTEB

Vanguard Muni BND Tax Exempt ETF

1.50%

Shares44.8K

Event2026-03-31

Filed2026-04-21

Vanguard Target Ret 2035

1.28%

Shares280.7K

Event2026-03-31

Filed2026-04-21

HYG

iShares iBoxx High Yield Bond ETF

11.81%

Shares24.4K

Event2026-03-31

Filed2026-04-21

SLYV

SPDR S&P 600 Small Cap Value ETF

13.90%

Shares19.9K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2045 Fund

3.56%

Shares125.4K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2030 R6

2.00%

Shares60.6K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2055 R6

-9.72%

Shares45.8K

Event2026-03-31

Filed2026-04-21

BSV

Vanguard Short-Term Bond ETF IV

16.22%

Shares22.1K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2050 Fund

-0.28%

Shares45.4K

Event2026-03-31

Filed2026-04-21

Berkshire Hathaway Class B

1.55%

Shares3.4K

Event2026-03-31

Filed2026-04-21

VANGUARD MID CAP INDEX ADM

3.01%

Shares4.3K

Event2026-03-31

Filed2026-04-21

IYR

iShares US Real Estate ETF

14.44%

Shares16.1K

Event2026-03-31

Filed2026-04-21

SHM

SPDR Nuveen Bloomberg Barclays Short Term

-0.24%

Shares31.5K

Event2026-03-31

Filed2026-04-21

VANGUARD SMALL CAP VALUE INDEX ADMIRAL

3.09%

Shares15.7K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement Income Fund

0.85%

Shares105.7K

Event2026-03-31

Filed2026-04-21

VTI

Vanguard Total Stock Market ETF

186.06%

Shares4.5K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2025 Fund

5.34%

Shares79.7K

Event2026-03-31

Filed2026-04-21

TSM

Taiwan Semiconductr F Sponsored ADR

-0.55%

Shares3.8K

Event2026-03-31

Filed2026-04-21

AMZN

Amazon.Com Inc

-2.10%

Shares6.1K

Event2026-03-31

Filed2026-04-21

IWN

iShares Russell 2000 Value ETF

4.64%

Shares6.1K

Event2026-03-31

Filed2026-04-21

TIP

iShares TIPS Bond ETF

-3.15%

Shares10.2K

Event2026-03-31

Filed2026-04-21

VANGUARD 500 INDEX FUND - ADMIRAL

1.69%

Shares1.9K

Event2026-03-31

Filed2026-04-21

Vanguard S&P 500 ETF

0.16%

Shares1.8K

Event2026-03-31

Filed2026-04-21

IUSG

iShares Core S&P US Growth ETF

-0.83%

Shares7.0K

Event2026-03-31

Filed2026-04-21

PICB

Invesco International Corporate Bond ETF

339.44%

Shares44.2K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2020 Fund

5.51%

Shares78.8K

Event2026-03-31

Filed2026-04-21

Invesco Stable Asset Fund - ADPZ Class

3.43%

Shares947.3K

Event2026-03-31

Filed2026-04-21

Alphabet Inc. Class C

-7.49%

Shares3.3K

Event2026-03-31

Filed2026-04-21

VEU

Vanguard FTSE All World Ex US ETF

24.09%

Shares12.5K

Event2026-03-31

Filed2026-04-21

MSFT

Microsoft Corp

24.78%

Shares2.5K

Event2026-03-31

Filed2026-04-21

LLY

Lilly Eli & Co

5.21%

Shares1.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMorgan Chase & Co

3.65%

Shares3.1K

Event2026-03-31

Filed2026-04-21

IUSV

iShares Core S&P US Value ETF

-6.25%

Shares8.9K

Event2026-03-31

Filed2026-04-21

SPY

SPDR S&P 500 ETF IV

6.04%

Shares1.4K

Event2026-03-31

Filed2026-04-21

BND

Vanguard Total Bond Market ETF

-4.54%

Shares11.4K

Event2026-03-31

Filed2026-04-21

Invesco S&P 500 Low Volatility ETF

-0.65%

Shares10.6K

Event2026-03-31

Filed2026-04-21

VXUS

Vanguard Total Interntl Stock ETF IV

172.56%

Shares9.9K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2035 R6

3.09%

Shares20.2K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2060 R6

5.81%

Shares21.8K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2025 R6

3.67%

Shares24.4K

Event2026-03-31

Filed2026-04-21

Invesco QQQ Trust

3.12%

Shares1.1K

Event2026-03-31

Filed2026-04-21

IWV

iShares Russell 3000 ETF

23.67%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IVV

iShares Core S&P 500 ETF

1.66%

Shares856

Event2026-03-31

Filed2026-04-21

PNC

PNC Finl Services

New

Shares2.7K

Event2026-03-31

Filed2026-04-21

NFLX

Netflix Inc

3.86%

Shares5.7K

Event2026-03-31

Filed2026-04-21

Vanguard Short-Term Bond Index

2.99%

Shares53.8K

Event2026-03-31

Filed2026-04-21

VGT

Vanguard Information Technology ETF

0.00%

Shares788

Event2026-03-31

Filed2026-04-21

SCHF

Schwab International Equity ETF

New

Shares21.9K

Event2026-03-31

Filed2026-04-21

Antero Midstream Corp

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-21

SCHH

Charles Schwab US REIT ETF

-6.59%

Shares24.2K

Event2026-03-31

Filed2026-04-21

ABBV

Abbvie Inc

-13.87%

Shares2.2K

Event2026-03-31

Filed2026-04-21

WMT

WalMart Inc

9.10%

Shares3.8K

Event2026-03-31

Filed2026-04-21

Broadcom Inc

2.82%

Shares1.5K

Event2026-03-31

Filed2026-04-21

Home Depot Inc

3.81%

Shares1.4K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2055 Fund

1.58%

Shares34.9K

Event2026-03-31

Filed2026-04-21

ESGU

iShares Esg Aware MSCI USA ETF

5.16%

Shares3.2K

Event2026-03-31

Filed2026-04-21

CVX

Chevron Corp

0.98%

Shares2.2K

Event2026-03-31

Filed2026-04-21

BLV

Vanguard Long Term Bond ETF

-92.37%

Shares6.5K

Event2026-03-31

Filed2026-04-21

SCHG

Schwab US Large Cap Growth ETF

-5.69%

Shares15.0K

Event2026-03-31

Filed2026-04-21

AB Small Cap Growth Portfolio

2.41%

Shares5.8K

Event2026-03-31

Filed2026-04-21

Vanguard Explorer Fund - Admiral Class

0.07%

Shares4.0K

Event2026-03-31

Filed2026-04-21

ONEV

SPDR Rusel 1000 LW VLTLTY FCS ETF

0.19%

Shares3.1K

Event2026-03-31

Filed2026-04-21

EFAV

Ishare Edge MSCI Min Vol EAFE ETF

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

SCHX

Schwab US Large Cap ETF

New

Shares16.2K

Event2026-03-31

Filed2026-04-21

FIVE

Five Below

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

VIG

Vanguard Dividend Appreciation ETF

-3.94%

Shares1.9K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2070 Fund

1.45%

Shares12.5K

Event2026-03-31

Filed2026-04-21

SYK

Stryker Corp

-9.57%

Shares1.2K

Event2026-03-31

Filed2026-04-21

Energy Transfer LP

0.66%

Shares18.4K

Event2026-03-31

Filed2026-04-21

VCIT

Vanguard Intermediate Term Co ETF IV

0.72%

Shares4.1K

Event2026-03-31

Filed2026-04-21

State Street Inst U.S. Equity

-96.04%

Shares655

Event2026-03-31

Filed2026-04-21

DHR

Danaher Corp

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IYJ

iShares US Industrials ETF

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-21

RSPN

Invsc SP 500 Equal WGHT Indstrl ETF

0.22%

Shares5.4K

Event2026-03-31

Filed2026-04-21

Merck & Co. Inc.

0.12%

Shares2.4K

Event2026-03-31

Filed2026-04-21

XSD

SPDR S&P Semiconductor ETF

0.00%

Shares898

Event2026-03-31

Filed2026-04-21

RIVN

Rivian Automotive Inc Class A

3.31%

Shares19.4K

Event2026-03-31

Filed2026-04-21

Vanguard Federal Money Market Inv

2.96%

Shares283.3K

Event2026-03-31

Filed2026-04-21

JPMORGAN SMARTRETIREMENT BLEND 2065 R6

New

Shares12.0K

Event2026-03-31

Filed2026-04-21

Invesco S&P 500 Equal Weight ETF

0.41%

Shares1.5K

Event2026-03-31

Filed2026-04-21

Vanguard Target Retirement 2060 Fund

8.95%

Shares19.8K

Event2026-03-31

Filed2026-04-21

IGSB

iShares TR Is 1-5 YR In GR CR BD ETF

-10.12%

Shares5.2K

Event2026-03-31

Filed2026-04-21

ORCL

Oracle Corp

42.61%

Shares1.8K

Event2026-03-31

Filed2026-04-21