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The Analysis of Harbor Asset Planning, Inc.'s Holdings & P&L

Currently, Harbor Asset Planning, Inc. holds 420 types of securities in its portfolio with a total value $118.9M. In the most recent quarter, they have increased their positions in AVDE (+9.2K shares, valued at $783.4K), FLTR (+23.9K shares, valued at $609.2K), VFMO (+1.7K shares, valued at $338.7K); decreased their positions in VV (-699 shares, valued at $209.0K), FLOT (-2.6K shares, valued at $132.3K), SMLF (-1.7K shares, valued at $132.0K); initiated new positions in AVSC (+4.6K shares, valued at $285.6K), ESGU (+1.2K shares, valued at $163.4K), FENI (+3.0K shares, valued at $111.7K).

1M P&L

+445.4K+0.35%

3M P&L

-23.5M-15.64%

HY P&L

-16.2M-11.34%

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/A105.1M

92.1%

2Consumer Electronics1.4M

1.2%

3Software - Infrastructure912.1K

0.8%

Top Industries by Stock Count

1N/A247 stocks

63.8%

2Semiconductors9 stocks

2.3%

3Drug Manufacturers - General8 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS15.8K shares0.04%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR170.6K shares4.65%2026-03-312026-04-22

VTV VANGUARD INDEX FDS24.8K shares4.56%2026-03-312026-04-22

IVV ISHARES TR6.9K shares0.25%2026-03-312026-04-22

RWL INVESCO EXCH TRADED FD TR II37.6K shares6.35%2026-03-312026-04-22

GSIE GOLDMAN SACHS ETF TR81.4K shares-1.11%2026-03-312026-04-22

RSPN INVESCO EXCHANGE TRADED FD T55.5K shares6.32%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST71.5K shares0.92%2026-03-312026-04-22

Sponsored

SMLF ISHARES TR34.2K shares-4.87%2026-03-312026-04-22

VGT VANGUARD WORLD FD3.6K shares1.11%2026-03-312026-04-22

XMHQ INVESCO EXCHANGE TRADED FD T24.2K shares-2.86%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR95.5K shares-0.01%2026-03-312026-04-22

DIVO AMPLIFY ETF TR50.1K shares2.87%2026-03-312026-04-22

SGOV ISHARES TR21.8K shares0.32%2026-03-312026-04-22

FNCL FIDELITY COVINGTON TRUST30.3K shares4.43%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR12.3K shares2.07%2026-03-312026-04-22

Sponsored

FNDX SCHWAB STRATEGIC TR67.9K shares0.41%2026-03-312026-04-22

VBK VANGUARD INDEX FDS6.1K shares0.11%2026-03-312026-04-22

FLTR VANECK ETF TRUST69.9K shares52.02%2026-03-312026-04-22

VV VANGUARD INDEX FDS5.9K shares-10.60%2026-03-312026-04-22

VHT VANGUARD WORLD FD6.2K shares0.15%2026-03-312026-04-22

AAPL APPLE INC5.4K shares0.00%2026-03-312026-04-22

FMDE FIDELITY COVINGTON TRUST37.4K shares10.16%2026-03-312026-04-22

ALPHABET INC ALPHABET INC4.5K shares0.00%2026-03-312026-04-22

Sponsored

AVUV AMERICAN CENTY ETF TR11.7K shares4.26%2026-03-312026-04-22

FDVV FIDELITY COVINGTON TRUST22.8K shares0.80%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR14.8K shares166.90%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS13.2K shares2.40%2026-03-312026-04-22

IWB ISHARES TR3.4K shares0.21%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST16.9K shares6.60%2026-03-312026-04-22

IWF ISHARES TR2.7K shares0.15%2026-03-312026-04-22

VUG VANGUARD INDEX FDS2.6K shares-1.26%2026-03-312026-04-22

Sponsored

MGC VANGUARD WORLD FD4.7K shares0.32%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR32.3K shares-0.09%2026-03-312026-04-22

FLOT ISHARES TR19.9K shares-11.52%2026-03-312026-04-22

COWZ PACER FDS TR14.4K shares-7.38%2026-03-312026-04-22

IWR ISHARES TR9.3K shares0.98%2026-03-312026-04-22

IWD ISHARES TR3.8K shares1.54%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.7K shares0.44%2026-03-312026-04-22

FELV FIDELITY COVINGTON TRUST20.6K shares0.46%2026-03-312026-04-22

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F12.6K shares-7.98%2026-03-312026-04-22

SOXX ISHARES TR2.2K shares0.84%2026-03-312026-04-22

MSFT MICROSOFT CORP1.9K shares0.00%2026-03-312026-04-22

DSI ISHARES TR5.7K shares0.21%2026-03-312026-04-22

JHMM JOHN HANCOCK EXCHANGE TRADED10.0K shares0.00%2026-03-312026-04-22

JMEE J P MORGAN EXCHANGE TRADED F9.8K shares3.35%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.1K shares0.18%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T8.6K shares0.15%2026-03-312026-04-22

Sponsored

IYG ISHARES TR7.1K shares0.23%2026-03-312026-04-22

SDY SPDR SERIES TRUST4.0K shares0.58%2026-03-312026-04-22

RSPH INVESCO EXCHANGE TRADED FD T18.8K shares-1.14%2026-03-312026-04-22

HD HOME DEPOT INC1.6K shares0.00%2026-03-312026-04-22

ATNI ATN INTL INC18.8K shares1.24%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR19.8K shares0.28%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.6K shares0.52%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR3.6K shares-2.54%2026-03-312026-04-22

Sponsored

VFMO VANGUARD WELLINGTON FD2.4K shares246.63%2026-03-312026-04-22

VPU VANGUARD WORLD FD2.4K shares0.67%2026-03-312026-04-22

FELC FIDELITY COVINGTON TRUST13.0K shares0.28%2026-03-312026-04-22

QUAL ISHARES TR2.4K shares-8.67%2026-03-312026-04-22

ADSK AUTODESK INC1.8K shares0.00%2026-03-312026-04-22

VDC VANGUARD WORLD FD1.9K shares0.59%2026-03-312026-04-22

IJR ISHARES TR3.2K shares0.22%2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T2.7K shares63.44%2026-03-312026-04-22

Sponsored

SCHD SCHWAB STRATEGIC TR12.6K shares0.68%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.28%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR7.5K shares0.51%2026-03-312026-04-22

PAVE GLOBAL X FDS7.1K shares3.29%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL737 shares0.00%2026-03-312026-04-22

VB VANGUARD INDEX FDS1.3K shares0.30%2026-03-312026-04-22

VFMF VANGUARD WELLINGTON FD2.2K shares35.78%2026-03-312026-04-22

RSPF INVESCO EXCHANGE TRADED FD T4.8K shares0.55%2026-03-312026-04-22

Sponsored

DVY ISHARES TR2.2K shares3.38%2026-03-312026-04-22

VOX VANGUARD WORLD FD1.8K shares3.35%2026-03-312026-04-22

PWB INVESCO EXCHANGE TRADED FD T2.6K shares33.94%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.4K shares0.56%2026-03-312026-04-22

VDE VANGUARD WORLD FD1.8K shares48.42%2026-03-312026-04-22

ESGV VANGUARD WORLD FD2.7K shares-4.58%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD3.2K shares0.03%2026-03-312026-04-22

AVSC AMERICAN CENTY ETF TR4.6K sharesnew addition2026-03-312026-04-22

Sponsored

XLC SELECT SECTOR SPDR TR2.5K shares4.10%2026-03-312026-04-22

IWY ISHARES TR1.1K shares0.19%2026-03-312026-04-22

FIDU FIDELITY COVINGTON TRUST3.0K shares0.26%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS4.0K shares0.20%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR8.3K shares0.46%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T376 shares-6.93%2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR2.3K shares0.09%2026-03-312026-04-22

Sponsored

AMZN AMAZON COM INC1.1K shares0.00%2026-03-312026-04-22

JNJ JOHNSON &JOHNSON928 shares0.00%2026-03-312026-04-22

FESM FIDELITY COVINGTON TRUST5.9K shares201.79%2026-03-312026-04-22

PHM PULTE GROUP INC1.9K shares0.00%2026-03-312026-04-22

BOAT TIDAL TRUST I5.1K shares2.80%2026-03-312026-04-22

SUSA ISHARES TR1.6K shares0.19%2026-03-312026-04-22

ADI ANALOG DEVICES INC631 shares0.00%2026-03-312026-04-22

POWR ISHARES INC7.5K shares0.00%2026-03-312026-04-22

Sponsored

FNDF SCHWAB STRATEGIC TR3.9K shares-3.02%2026-03-312026-04-22

FNDB SCHWAB STRATEGIC TR7.0K shares0.39%2026-03-312026-04-22

EQWL INVESCO EXCHANGE TRADED FD T1.6K shares0.43%2026-03-312026-04-22

AIQ GLOBAL X FDS4.1K shares5.04%2026-03-312026-04-22

INTC INTEL CORP4.3K shares-2.86%2026-03-312026-04-22

DGRW WISDOMTREE TR2.1K shares0.28%2026-03-312026-04-22

LLY ELI LILLY &CO200 shares0.00%2026-03-312026-04-22

PWV INVESCO EXCHANGE TRADED FD T2.6K shares0.54%2026-03-312026-04-22

Sponsored

NUSC NUSHARES ETF TR4.0K shares0.00%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.1K shares0.09%2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F3.4K shares0.99%2026-03-312026-04-22

ESGU ISHARES TR1.2K sharesnew addition2026-03-312026-04-22

IVW ISHARES TR1.4K shares0.07%2026-03-312026-04-22

JPEM J P MORGAN EXCHANGE TRADED F2.4K shares0.29%2026-03-312026-04-22

DHR DANAHER CORP DEL772 shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC460 shares0.00%2026-03-312026-04-22

Sponsored

IJS ISHARES TR1.2K shares0.25%2026-03-312026-04-22

JQUA J P MORGAN EXCHANGE TRADED F2.3K shares0.26%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION138 shares0.00%2026-03-312026-04-22

FBCG FIDELITY COVINGTON TRUST2.7K shares0.00%2026-03-312026-04-22

MTUM ISHARES TR560 shares0.18%2026-03-312026-04-22

PG PROCTER &GAMBLE CO857 shares0.12%2026-03-312026-04-22

NZAC SPDR INDEX SHS FDS3.0K shares1456.48%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC349 shares0.00%2026-03-312026-04-22

Sponsored

DGRO ISHARES TR1.7K shares0.48%2026-03-312026-04-22

IEFA ISHARES TR1.3K shares0.00%2026-03-312026-04-22

RSPT INVESCO EXCHANGE TRADED FD T2.5K shares0.04%2026-03-312026-04-22

FENI FIDELITY COVINGTON TRUST3.0K sharesnew addition2026-03-312026-04-22

HON HONEYWELL INTL INC491 shares0.00%2026-03-312026-04-22

KKR &CO INC KKR &CO INC1.2K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP750 shares0.00%2026-03-312026-04-22

NULG NUSHARES ETF TR1.2K shares0.00%2026-03-312026-04-22

Sponsored

HELO J P MORGAN EXCHANGE TRADED F1.7K shares9.79%2026-03-312026-04-22

DIVB ISHARES TR2.0K shares0.65%2026-03-312026-04-22

IXJ ISHARES TR1.2K shares0.00%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC2.1K shares0.00%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR828 shares0.36%2026-03-312026-04-22

VFH VANGUARD WORLD FD853 shares10.78%2026-03-312026-04-22

IWS ISHARES TR692 shares0.44%2026-03-312026-04-22

IHI ISHARES TR1.9K shares-9.41%2026-03-312026-04-22

Sponsored

PSX PHILLIPS 66533 shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS2.1K shares0.00%2026-03-312026-04-22

IAK ISHARES TR749 shares1.63%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS1.2K shares6.15%2026-03-312026-04-22

VO VANGUARD INDEX FDS330 shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW3.2K shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC320 shares0.00%2026-03-312026-04-22

SPYM SPDR SERIES TRUST1.2K shares0.25%2026-03-312026-04-22

Sponsored

IJH ISHARES TR1.3K shares0.22%2026-03-312026-04-22

IIIV I3 VERTICALS INC4.0K shares0.00%2026-03-312026-04-22

PEP PEPSICO INC574 shares0.00%2026-03-312026-04-22

XEL XCEL ENERGY INC1.1K shares0.00%2026-03-312026-04-22

IGV ISHARES TR1.1K shares0.00%2026-03-312026-04-22

NUMG NUSHARES ETF TR2.1K shares0.00%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR3.4K shares-3.97%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC726 shares0.00%2026-03-312026-04-22

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY276 shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC1.0K shares0.00%2026-03-312026-04-22

FXL FIRST TR EXCHANGE-TRADED FD506 shares0.00%2026-03-312026-04-22

VRIG INVESCO ACTIVELY MANAGED EXC3.2K sharesnew addition2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.1K shares0.00%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR713 shares150.18%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR1.7K shares0.70%2026-03-312026-04-22

PPA INVESCO EXCHANGE TRADED FD T463 shares44.24%2026-03-312026-04-22

Sponsored

EUSA ISHARES INC751 shares0.27%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND385 shares0.00%2026-03-312026-04-22

R RYDER SYS INC369 shares0.00%2026-03-312026-04-22

HEEM ISHARES INC2.0K shares0.00%2026-03-312026-04-22

SMH VANECK ETF TRUST194 shares0.00%2026-03-312026-04-22

PSI INVESCO EXCHANGE TRADED FD T782 shares0.00%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares0.25%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL187 shares0.00%2026-03-312026-04-22

Sponsored

BLACKSTONE INC BLACKSTONE INC628 shares0.00%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40117 shares0.86%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP764 shares0.26%2026-03-312026-04-22

KO COCA COLA CO938 shares0.00%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T365 shares0.27%2026-03-312026-04-22

AMSF AMERISAFE INC2.1K shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC313 shares0.00%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST1.7K shares0.06%2026-03-312026-04-22

Sponsored

NVS NOVARTIS AG441 shares0.00%2026-03-312026-04-22

DFAX DIMENSIONAL ETF TRUST1.9K sharesnew addition2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC401 shares0.00%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC1.2K shares0.00%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST1.1K shares0.27%2026-03-312026-04-22

FLRN SPDR SERIES TRUST2.1K shares0.68%2026-03-312026-04-22

ESGD ISHARES TR666 shares178.66%2026-03-312026-04-22

HEFA ISHARES TR1.5K shares0.00%2026-03-312026-04-22

Sponsored

SCHA SCHWAB STRATEGIC TR2.2K shares-6.14%2026-03-312026-04-22

QQQE DIREXION SHARES ETF TRUST633 shares0.16%2026-03-312026-04-22

CAH CARDINAL HEALTH INC294 shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC88 shares0.00%2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC296 shares0.00%2026-03-312026-04-22

HDV ISHARES TR446 shares0.68%2026-03-312026-04-22

VOE VANGUARD INDEX FDS328 shares0.92%2026-03-312026-04-22

ITA ISHARES TR272 shares223.81%2026-03-312026-04-22

Sponsored

VYM VANGUARD WHITEHALL FDS401 shares0.75%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS98 shares0.00%2026-03-312026-04-22

SCZ ISHARES TR753 shares0.00%2026-03-312026-04-22

MGV VANGUARD WORLD FD404 shares0.50%2026-03-312026-04-22

XSVM INVESCO EXCHANGE TRADED FD T969 shares0.41%2026-03-312026-04-22

WMT WALMART INC468 shares0.00%2026-03-312026-04-22

LPLA LPL FINL HLDGS INC187 shares0.00%2026-03-312026-04-22

TRP TC ENERGY CORP882 shares0.00%2026-03-312026-04-22

Sponsored

IEMG ISHARES INC778 shares0.00%2026-03-312026-04-22

KARS KRANESHARES TRUST1.7K shares0.00%2026-03-312026-04-22

SNA SNAP ON INC146 shares0.00%2026-03-312026-04-22

IFRA ISHARES TR924 shares61.82%2026-03-312026-04-22

VSS VANGUARD INTL EQUITY INDEX F353 shares0.00%2026-03-312026-04-22

JPUS J P MORGAN EXCHANGE TRADED F394 shares0.25%2026-03-312026-04-22

IDEV ISHARES TR603 shares0.00%2026-03-312026-04-22

SUN SUNOCO LP/SUNOCO FIN CORP762 shares0.00%2026-03-312026-04-22

Sponsored

MEAR ISHARES U S ETF TR971 shares0.41%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F641 shares0.16%2026-03-312026-04-22

KEN KENON HLDGS LTD584 shares0.00%2026-03-312026-04-22

BMO BANK MONTREAL MEDIUM352 shares0.00%2026-03-312026-04-22

EFAV ISHARES TR494 shares0.00%2026-03-312026-04-22

XSMO INVESCO EXCHANGE TRADED FD T593 shares0.17%2026-03-312026-04-22

DLN WISDOMTREE TR503 shares0.40%2026-03-312026-04-22

IXN ISHARES TR442 shares0.00%2026-03-312026-04-22

Sponsored

MUB ISHARES TR415 shares-0.48%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC126 shares0.00%2026-03-312026-04-22

GEM GOLDMAN SACHS ETF TR993 shares196.42%2026-03-312026-04-22

IBB ISHARES TR248 shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC85 shares0.00%2026-03-312026-04-22

LQDH ISHARES U S ETF TR450 shares0.00%2026-03-312026-04-22

IDMO INVESCO EXCH TRADED FD TR II749 sharesnew addition2026-03-312026-04-22

EEMV ISHARES INC634 shares0.00%2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP119 shares0.00%2026-03-312026-04-22

QDF FLEXSHARES TR512 shares0.20%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR987 shares0.61%2026-03-312026-04-22

CALF PACER FDS TR894 shares0.68%2026-03-312026-04-22

SMMV ISHARES TR908 shares0.44%2026-03-312026-04-22

IYJ ISHARES TR268 shares22.94%2026-03-312026-04-22

EMXC ISHARES INC485 shares0.00%2026-03-312026-04-22

NFRA FLEXSHARES TR596 shares0.34%2026-03-312026-04-22

Sponsored

TRV TRAVELERS COMPANIES INC130 shares0.00%2026-03-312026-04-22

FVAL FIDELITY COVINGTON TRUST544 shares0.37%2026-03-312026-04-22

XJH ISHARES TR831 shares0.24%2026-03-312026-04-22

DBEU DBX ETF TR764 shares0.00%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST523 shares0.00%2026-03-312026-04-22

IHE ISHARES TR418 shares0.48%2026-03-312026-04-22

EFG ISHARES TR321 shares0.00%2026-03-312026-04-22

VOOG VANGUARD ADMIRAL FDS INC87 shares0.00%2026-03-312026-04-22

Sponsored

SMMU PIMCO ETF TR705 shares0.71%2026-03-312026-04-22

IWO ISHARES TR113 shares0.00%2026-03-312026-04-22

GILD GILEAD SCIENCES INC247 shares0.00%2026-03-312026-04-22

VXUS VANGUARD STAR FDS446 shares0.00%2026-03-312026-04-22

MERCK &CO INC MERCK &CO INC285 shares0.00%2026-03-312026-04-22

IGPT INVESCO EXCHANGE TRADED FD T586 shares0.00%2026-03-312026-04-22

RSPU INVESCO EXCHANGE TRADED FD T417 shares0.72%2026-03-312026-04-22

XLG INVESCO EXCHANGE TRADED FD T606 shares0.17%2026-03-312026-04-22

Sponsored

NEE NEXTERA ENERGY INC354 shares0.00%2026-03-312026-04-22

IVE ISHARES TR155 shares0.65%2026-03-312026-04-22

CVX CHEVRON CORPORATION154 shares0.00%2026-03-312026-04-22

ICSH ISHARES TR625 shares0.64%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F583 shares0.00%2026-03-312026-04-22

CVS CVS HEALTH CORP438 shares0.00%2026-03-312026-04-22

LIT GLOBAL X FDS423 shares0.24%2026-03-312026-04-22

BATT AMPLIFY ETF TR2.1K shares70.99%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION175 shares0.00%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF788 shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION156 shares0.00%2026-03-312026-04-22

OMC OMNICOM GROUP INC400 shares0.00%2026-03-312026-04-22

KHYB KRANESHARES TRUST1.3K shares0.00%2026-03-312026-04-22

NUDM NUSHARES ETF TR805 shares0.00%2026-03-312026-04-22

DIS DISNEY WALT CO301 shares0.00%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR147 shares0.00%2026-03-312026-04-22

Sponsored

XSD SPDR SERIES TRUST87 shares0.00%2026-03-312026-04-22

SPYX SPDR SERIES TRUST535 shares0.19%2026-03-312026-04-22

IYW ISHARES TR156 shares0.00%2026-03-312026-04-22

KRC KILROY REALTY CORP1.0K shares0.00%2026-03-312026-04-22

MGK VANGUARD WORLD FD75 shares0.00%2026-03-312026-04-22

XITK SPDR SERIES TRUST188 shares0.00%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO375 shares0.00%2026-03-312026-04-22

NTAP NETAPP INC266 shares0.00%2026-03-312026-04-22

Sponsored

IX ORIX CORP905 shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE &CO91 shares0.00%2026-03-312026-04-22

XT ISHARES TR387 shares0.00%2026-03-312026-04-22

VIS VANGUARD WORLD FD84 shares0.00%2026-03-312026-04-22

FNDE SCHWAB STRATEGIC TR675 shares0.00%2026-03-312026-04-22

QCOM QUALCOMM INC200 shares0.00%2026-03-312026-04-22

LH LABCORP HOLDINGS INC94 shares0.00%2026-03-312026-04-22

TSEM TOWER SEMICONDUCTOR LTD141 shares0.00%2026-03-312026-04-22

Sponsored

V VISA INC81 shares0.00%2026-03-312026-04-22

CSD INVESCO EXCHANGE TRADED FD T215 shares0.00%2026-03-312026-04-22

PFE PFIZER INC850 shares-27.78%2026-03-312026-04-22

SPGP INVESCO EXCHANGE TRADED FD T217 shares0.46%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO86 shares0.00%2026-03-312026-04-22

BA BOEING CO117 shares0.00%2026-03-312026-04-22

VLTO VERALTO CORP257 shares0.00%2026-03-312026-04-22

CRBN ISHARES TR101 shares0.00%2026-03-312026-04-22

Sponsored

RELX RELX PLC676 shares0.00%2026-03-312026-04-22

EFV ISHARES TR296 shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP36 shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC113 shares0.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L568 shares0.00%2026-03-312026-04-22

FTV FORTIVE CORP386 shares0.00%2026-03-312026-04-22

ENB ENBRIDGE INC388 shares0.00%2026-03-312026-04-22

ZBH ZIMMER BIOMET HOLDINGS INC226 shares0.00%2026-03-312026-04-22

Sponsored

GBDC GOLUB CAP BDC INC1.6K shares0.00%2026-03-312026-04-22

EVR EVERCORE INC67 shares0.00%2026-03-312026-04-22

IVLU ISHARES TR503 shares0.00%2026-03-312026-04-22

IHF ISHARES TR476 shares0.21%2026-03-312026-04-22

BKGI BNY MELLON ETF TRUST446 sharesnew addition2026-03-312026-04-22

IWP ISHARES TR155 shares0.00%2026-03-312026-04-22

MAIN MAIN STR CAP CORP372 shares0.00%2026-03-312026-04-22

DES WISDOMTREE TR548 shares0.00%2026-03-312026-04-22

Sponsored

RMD RESMED INC86 shares0.00%2026-03-312026-04-22

CIG CIA ENERGETICA DE MINAS GERA8.0K shares0.00%2026-03-312026-04-22

IQDF FLEXSHARES TR574 shares0.17%2026-03-312026-04-22

SKYY FIRST TR EXCHANGE-TRADED FD163 shares0.00%2026-03-312026-04-22

NWSA NEWS CORP NEW691 shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN84 shares0.00%2026-03-312026-04-22

FXH FIRST TR EXCHANGE-TRADED FD155 shares0.65%2026-03-312026-04-22

PSCI INVESCO EXCH TRADED FD TR II108 shares0.00%2026-03-312026-04-22

Sponsored

AVDS AMERICAN CENTY ETF TR225 shares0.00%2026-03-312026-04-22

FBT FIRST TR EXCHANGE-TRADED FD77 shares0.00%2026-03-312026-04-22

IDV ISHARES TR360 shares0.00%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS63 shares0.00%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC175 shares0.00%2026-03-312026-04-22

TGT TARGET CORP124 shares0.00%2026-03-312026-04-22

QYLG GLOBAL X FDS580 shares0.00%2026-03-312026-04-22

LYG LLOYDS BANKING GROUP PLC2.9K shares0.00%2026-03-312026-04-22

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO275 shares0.00%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS162 shares0.62%2026-03-312026-04-22

NLR VANECK ETF TRUST107 sharesnew addition2026-03-312026-04-22

COP CONOCOPHILLIPS106 shares0.00%2026-03-312026-04-22

JAVA J P MORGAN EXCHANGE TRADED F187 shares0.00%2026-03-312026-04-22

FINX GLOBAL X FDS553 shares0.55%2026-03-312026-04-22

VOT VANGUARD INDEX FDS50 shares-35.90%2026-03-312026-04-22

NUMV NUSHARES ETF TR323 shares0.00%2026-03-312026-04-22

Sponsored

INDB INDEPENDENT BK CORP MASS161 shares0.00%2026-03-312026-04-22

F FORD MTR CO1.0K shares0.00%2026-03-312026-04-22

HRB BLOCK H &R INC379 shares0.00%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS152 shares0.66%2026-03-312026-04-22

KBA KRANESHARES TRUST392 shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC14 shares0.00%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC12 shares0.00%2026-03-312026-04-22

SLQD ISHARES TR229 shares0.88%2026-03-312026-04-22

Sponsored

T AT&T INC388 shares0.00%2026-03-312026-04-22

ROBO EXCHANGE TRADED CONCEPTS TRU157 shares214.00%2026-03-312026-04-22

BAC BANK AMERICA CORP218 shares0.00%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC105 shares0.00%2026-03-312026-04-22

MFC MANULIFE FINL CORP295 shares0.00%2026-03-312026-04-22

BLOK AMPLIFY ETF TR194 shares1.04%2026-03-312026-04-22

MMM 3M CO65 shares0.00%2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC122 shares0.00%2026-03-312026-04-22

Sponsored

FTEC FIDELITY COVINGTON TRUST44 shares0.00%2026-03-312026-04-22

IUSV ISHARES TR90 shares1.12%2026-03-312026-04-22

IVOO VANGUARD ADMIRAL FDS INC78 shares0.00%2026-03-312026-04-22

SLYG SPDR SERIES TRUST91 shares0.00%2026-03-312026-04-22

AMGN AMGEN INC25 shares0.00%2026-03-312026-04-22

ECG EVERUS CONSTR GROUP74 shares0.00%2026-03-312026-04-22

FAF FIRST AMERN FINL CORP137 shares0.00%2026-03-312026-04-22

BBDC BARINGS BDC INC1.0K shares0.00%2026-03-312026-04-22

Sponsored

IGSB ISHARES TR156 shares0.65%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC24 shares0.00%2026-03-312026-04-22

ORI OLD REP INTL CORP200 shares0.00%2026-03-312026-04-22

VCR VANGUARD WORLD FD21 shares0.00%2026-03-312026-04-22

SAM BOSTON BEER INC33 shares0.00%2026-03-312026-04-22

EWY ISHARES INC62 sharesnew addition2026-03-312026-04-22

ESGE ISHARES INC166 shares0.00%2026-03-312026-04-22

EIX EDISON INTL100 shares0.00%2026-03-312026-04-22

Sponsored

CHT CHUNGHWA TELECOM CO LTD167 shares0.00%2026-03-312026-04-22

INFY INFOSYS LTD511 shares0.00%2026-03-312026-04-22

FFSM FIDELITY COVINGTON TRUST212 sharesnew addition2026-03-312026-04-22

AXP AMERICAN EXPRESS CO22 shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE72 shares0.00%2026-03-312026-04-22

AIA ISHARES TR61 shares0.00%2026-03-312026-04-22

NATIONAL GRID PLC NATIONAL GRID PLC76 shares0.00%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC31 shares0.00%2026-03-312026-04-22

Sponsored

DGX QUEST DIAGNOSTICS INC32 shares0.00%2026-03-312026-04-22

MDU MDU RES GROUP INC296 shares0.00%2026-03-312026-04-22

KNF KNIFE RIVER CORP74 shares0.00%2026-03-312026-04-22

SOBO SOUTH BOW CORP176 shares0.00%2026-03-312026-04-22

ITEQ AMPLIFY ETF TR101 shares1.00%2026-03-312026-04-22

MGRC MCGRATH RENTCORP50 shares0.00%2026-03-312026-04-22

VNT VONTIER CORPORATION154 shares0.00%2026-03-312026-04-22

RAL RALLIANT CORP128 shares0.00%2026-03-312026-04-22

Sponsored

UBS UBS GROUP AG133 shares0.00%2026-03-312026-04-22

SNN SMITH &NEPHEW PLC151 shares0.00%2026-03-312026-04-22

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC127 sharesnew addition2026-03-312026-04-22

MSM MSC INDL DIRECT INC50 shares0.00%2026-03-312026-04-22

TAK TAKEDA PHARMACEUTICAL CO LTD235 shares0.00%2026-03-312026-04-22

SNY SANOFI SA86 shares0.00%2026-03-312026-04-22

ASML ASML HLDG NV3 shares0.00%2026-03-312026-04-22

GEN DIGITAL INC GEN DIGITAL INC208 shares0.00%2026-03-312026-04-22

Sponsored

NFLX NETFLIX INC.40 shares0.00%2026-03-312026-04-22

ALC ALCON AG45 shares0.00%2026-03-312026-04-22

VALQ AMERICAN CENTY ETF TR52 shares1.96%2026-03-312026-04-22

META META PLATFORMS INC5 shares0.00%2026-03-312026-04-22

OTIS OTIS WORLDWIDE CORP32 shares0.00%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC21 shares0.00%2026-03-312026-04-22

IDEQ LAZARD ACTIVE ETF TR76 sharesnew addition2026-03-312026-04-22

TSLA TESLA INC6 shares0.00%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR5 shares0.00%2026-03-312026-04-22

ALLW SSGA ACTIVE TR70 sharesnew addition2026-03-312026-04-22

HLN HALEON PLC200 shares0.00%2026-03-312026-04-22

AMCOR PLC AMCOR PLC50 sharesnew addition2026-03-312026-04-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC42 shares0.00%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS14 shares0.00%2026-03-312026-04-22

DOW DOW HLDGS INC37 shares0.00%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD11 shares0.00%2026-03-312026-04-22

Sponsored

TMUS T-MOBILE US INC6 shares0.00%2026-03-312026-04-22

WAB WABTEC5 shares0.00%2026-03-312026-04-22

WY WEYERHAEUSER CO43 shares0.00%2026-03-312026-04-22

MJ AMPLIFY ETF TR36 shares2.86%2026-03-312026-04-22

UDR UDR INC24 shares0.00%2026-03-312026-04-22

SOLV SOLVENTUM CORP12 shares0.00%2026-03-312026-04-22

EMN EASTMAN CHEM CO10 shares0.00%2026-03-312026-04-22

XOP SPDR SERIES TRUST4 shares0.00%2026-03-312026-04-22

Sponsored

WBD WARNER BROS DISCOVERY INC25 shares0.00%2026-03-312026-04-22

VTRS VIATRIS INC47 shares0.00%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS13 shares0.00%2026-03-312026-04-22

HRTS TEMA ETF TRUST15 shares0.00%2026-03-312026-04-22

BP BP PLC9 shares0.00%2026-03-312026-04-22

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV26 shares-89.96%2026-03-312026-04-22

AGNC AGNC INVT CORP28 shares0.00%2026-03-312026-04-22

NATL NCR ATLEOS CORPORATION6 shares0.00%2026-03-312026-04-22

Sponsored

PEJ INVESCO EXCHANGE TRADED FD T3 shares0.00%2026-03-312026-04-22

DSX.WS DIANA SHIPPING INC434 shares0.00%2026-03-312026-04-22

KD KYNDRYL HLDGS INC5 shares-37.50%2026-03-312026-04-22

GSK PLC GSK PLC1 shares0.00%2026-03-312026-04-22

VTI

VANGUARD INDEX FDS

0.04%

Shares15.8K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

4.65%

Shares170.6K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

4.56%

Shares24.8K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.25%

Shares6.9K

Event2026-03-31

Filed2026-04-22

RWL

INVESCO EXCH TRADED FD TR II

6.35%

Shares37.6K

Event2026-03-31

Filed2026-04-22

GSIE

GOLDMAN SACHS ETF TR

-1.11%

Shares81.4K

Event2026-03-31

Filed2026-04-22

RSPN

INVESCO EXCHANGE TRADED FD T

6.32%

Shares55.5K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

0.92%

Shares71.5K

Event2026-03-31

Filed2026-04-22

SMLF

ISHARES TR

-4.87%

Shares34.2K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

1.11%

Shares3.6K

Event2026-03-31

Filed2026-04-22

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.86%

Shares24.2K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-0.01%

Shares95.5K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

2.87%

Shares50.1K

Event2026-03-31

Filed2026-04-22

SGOV

ISHARES TR

0.32%

Shares21.8K

Event2026-03-31

Filed2026-04-22

FNCL

FIDELITY COVINGTON TRUST

4.43%

Shares30.3K

Event2026-03-31

Filed2026-04-22

XLI

SELECT SECTOR SPDR TR

2.07%

Shares12.3K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

0.41%

Shares67.9K

Event2026-03-31

Filed2026-04-22

VBK

VANGUARD INDEX FDS

0.11%

Shares6.1K

Event2026-03-31

Filed2026-04-22

FLTR

VANECK ETF TRUST

52.02%

Shares69.9K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-10.60%

Shares5.9K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

0.15%

Shares6.2K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

FMDE

FIDELITY COVINGTON TRUST

10.16%

Shares37.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

4.26%

Shares11.7K

Event2026-03-31

Filed2026-04-22

FDVV

FIDELITY COVINGTON TRUST

0.80%

Shares22.8K

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

166.90%

Shares14.8K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

2.40%

Shares13.2K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

0.21%

Shares3.4K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

6.60%

Shares16.9K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-1.26%

Shares2.6K

Event2026-03-31

Filed2026-04-22

MGC

VANGUARD WORLD FD

0.32%

Shares4.7K

Event2026-03-31

Filed2026-04-22

FNDA

SCHWAB STRATEGIC TR

-0.09%

Shares32.3K

Event2026-03-31

Filed2026-04-22

FLOT

ISHARES TR

-11.52%

Shares19.9K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

-7.38%

Shares14.4K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

0.98%

Shares9.3K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

1.54%

Shares3.8K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.44%

Shares15.7K

Event2026-03-31

Filed2026-04-22

FELV

FIDELITY COVINGTON TRUST

0.46%

Shares20.6K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

-7.98%

Shares12.6K

Event2026-03-31

Filed2026-04-22

SOXX

ISHARES TR

0.84%

Shares2.2K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

0.21%

Shares5.7K

Event2026-03-31

Filed2026-04-22

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-22

JMEE

J P MORGAN EXCHANGE TRADED F

3.35%

Shares9.8K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

0.15%

Shares8.6K

Event2026-03-31

Filed2026-04-22

IYG

ISHARES TR

0.23%

Shares7.1K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

0.58%

Shares4.0K

Event2026-03-31

Filed2026-04-22

RSPH

INVESCO EXCHANGE TRADED FD T

-1.14%

Shares18.8K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ATNI

ATN INTL INC

1.24%

Shares18.8K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

0.28%

Shares19.8K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

0.52%

Shares6.6K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-2.54%

Shares3.6K

Event2026-03-31

Filed2026-04-22

VFMO

VANGUARD WELLINGTON FD

246.63%

Shares2.4K

Event2026-03-31

Filed2026-04-22

VPU

VANGUARD WORLD FD

0.67%

Shares2.4K

Event2026-03-31

Filed2026-04-22

FELC

FIDELITY COVINGTON TRUST

0.28%

Shares13.0K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

-8.67%

Shares2.4K

Event2026-03-31

Filed2026-04-22

ADSK

AUTODESK INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

VDC

VANGUARD WORLD FD

0.59%

Shares1.9K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.22%

Shares3.2K

Event2026-03-31

Filed2026-04-22

XMMO

INVESCO EXCHANGE TRADED FD T

63.44%

Shares2.7K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

0.68%

Shares12.6K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-22

XLF

SELECT SECTOR SPDR TR

0.51%

Shares7.5K

Event2026-03-31

Filed2026-04-22

PAVE

GLOBAL X FDS

3.29%

Shares7.1K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares737

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.30%

Shares1.3K

Event2026-03-31

Filed2026-04-22

VFMF

VANGUARD WELLINGTON FD

35.78%

Shares2.2K

Event2026-03-31

Filed2026-04-22

RSPF

INVESCO EXCHANGE TRADED FD T

0.55%

Shares4.8K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

3.38%

Shares2.2K

Event2026-03-31

Filed2026-04-22

VOX

VANGUARD WORLD FD

3.35%

Shares1.8K

Event2026-03-31

Filed2026-04-22

PWB

INVESCO EXCHANGE TRADED FD T

33.94%

Shares2.6K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.56%

Shares1.4K

Event2026-03-31

Filed2026-04-22

VDE

VANGUARD WORLD FD

48.42%

Shares1.8K

Event2026-03-31

Filed2026-04-22

ESGV

VANGUARD WORLD FD

-4.58%

Shares2.7K

Event2026-03-31

Filed2026-04-22

FTCS

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-22

AVSC

AMERICAN CENTY ETF TR

New

Shares4.6K

Event2026-03-31

Filed2026-04-22

XLC

SELECT SECTOR SPDR TR

4.10%

Shares2.5K

Event2026-03-31

Filed2026-04-22

IWY

ISHARES TR

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-22

FIDU

FIDELITY COVINGTON TRUST

0.26%

Shares3.0K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

0.20%

Shares4.0K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

0.46%

Shares8.3K

Event2026-03-31

Filed2026-04-22

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-6.93%

Shares376

Event2026-03-31

Filed2026-04-22

QGRO

AMERICAN CENTY ETF TR

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON &JOHNSON

0.00%

Shares928

Event2026-03-31

Filed2026-04-22

FESM

FIDELITY COVINGTON TRUST

201.79%

Shares5.9K

Event2026-03-31

Filed2026-04-22

PHM

PULTE GROUP INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

BOAT

TIDAL TRUST I

2.80%

Shares5.1K

Event2026-03-31

Filed2026-04-22

SUSA

ISHARES TR

0.19%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

0.00%

Shares631

Event2026-03-31

Filed2026-04-22

POWR

ISHARES INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

-3.02%

Shares3.9K

Event2026-03-31

Filed2026-04-22

FNDB

SCHWAB STRATEGIC TR

0.39%

Shares7.0K

Event2026-03-31

Filed2026-04-22

EQWL

INVESCO EXCHANGE TRADED FD T

0.43%

Shares1.6K

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

5.04%

Shares4.1K

Event2026-03-31

Filed2026-04-22

INTC

INTEL CORP

-2.86%

Shares4.3K

Event2026-03-31

Filed2026-04-22

DGRW

WISDOMTREE TR

0.28%

Shares2.1K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY &CO

0.00%

Shares200

Event2026-03-31

Filed2026-04-22

PWV

INVESCO EXCHANGE TRADED FD T

0.54%

Shares2.6K

Event2026-03-31

Filed2026-04-22

NUSC

NUSHARES ETF TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-22

JPST

J P MORGAN EXCHANGE TRADED F

0.99%

Shares3.4K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-22

JPEM

J P MORGAN EXCHANGE TRADED F

0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

0.00%

Shares772

Event2026-03-31

Filed2026-04-22

BROADCOM INC

0.00%

Shares460

Event2026-03-31

Filed2026-04-22

IJS

ISHARES TR

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-22

JQUA

J P MORGAN EXCHANGE TRADED F

0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares138

Event2026-03-31

Filed2026-04-22

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

0.18%

Shares560

Event2026-03-31

Filed2026-04-22

PROCTER &GAMBLE CO

0.12%

Shares857

Event2026-03-31

Filed2026-04-22

NZAC

SPDR INDEX SHS FDS

1456.48%

Shares3.0K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares349

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

0.48%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

RSPT

INVESCO EXCHANGE TRADED FD T

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-22

FENI

FIDELITY COVINGTON TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

0.00%

Shares491

Event2026-03-31

Filed2026-04-22

KKR &CO INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares750

Event2026-03-31

Filed2026-04-22

NULG

NUSHARES ETF TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

HELO

J P MORGAN EXCHANGE TRADED F

9.79%

Shares1.7K

Event2026-03-31

Filed2026-04-22

DIVB

ISHARES TR

0.65%

Shares2.0K

Event2026-03-31

Filed2026-04-22

IXJ

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

GSLC

GOLDMAN SACHS ETF TR

0.36%

Shares828

Event2026-03-31

Filed2026-04-22

VFH

VANGUARD WORLD FD

10.78%

Shares853

Event2026-03-31

Filed2026-04-22

IWS

ISHARES TR

0.44%

Shares692

Event2026-03-31

Filed2026-04-22

IHI

ISHARES TR

-9.41%

Shares1.9K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

0.00%

Shares533

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

IAK

ISHARES TR

1.63%

Shares749

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

6.15%

Shares1.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares330

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares320

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.22%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IIIV

I3 VERTICALS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

0.00%

Shares574

Event2026-03-31

Filed2026-04-22

XEL

XCEL ENERGY INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

IGV

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

NUMG

NUSHARES ETF TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

-3.97%

Shares3.4K

Event2026-03-31

Filed2026-04-22

APOLLO GLOBAL MGMT INC

0.00%

Shares726

Event2026-03-31

Filed2026-04-22

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares276

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares506

Event2026-03-31

Filed2026-04-22

VRIG

INVESCO ACTIVELY MANAGED EXC

New

Shares3.2K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

150.18%

Shares713

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

0.70%

Shares1.7K

Event2026-03-31

Filed2026-04-22

PPA

INVESCO EXCHANGE TRADED FD T

44.24%

Shares463

Event2026-03-31

Filed2026-04-22

EUSA

ISHARES INC

0.27%

Shares751

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

0.00%

Shares385

Event2026-03-31

Filed2026-04-22

RYDER SYS INC

0.00%

Shares369

Event2026-03-31

Filed2026-04-22

HEEM

ISHARES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

0.00%

Shares194

Event2026-03-31

Filed2026-04-22

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares782

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.25%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares187

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

0.00%

Shares628

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.86%

Shares117

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

0.26%

Shares764

Event2026-03-31

Filed2026-04-22

COCA COLA CO

0.00%

Shares938

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.27%

Shares365

Event2026-03-31

Filed2026-04-22

AMSF

AMERISAFE INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

0.00%

Shares313

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-22

NVS

NOVARTIS AG

0.00%

Shares441

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL ETF TRUST

New

Shares1.9K

Event2026-03-31

Filed2026-04-22

DELL

DELL TECHNOLOGIES INC

0.00%

Shares401

Event2026-03-31

Filed2026-04-22

UNILEVER PLC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

0.27%

Shares1.1K

Event2026-03-31

Filed2026-04-22

FLRN

SPDR SERIES TRUST

0.68%

Shares2.1K

Event2026-03-31

Filed2026-04-22

ESGD

ISHARES TR

178.66%

Shares666

Event2026-03-31

Filed2026-04-22

HEFA

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

-6.14%

Shares2.2K

Event2026-03-31

Filed2026-04-22

QQQE

DIREXION SHARES ETF TRUST

0.16%

Shares633

Event2026-03-31

Filed2026-04-22

CAH

CARDINAL HEALTH INC

0.00%

Shares294

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.00%

Shares88

Event2026-03-31

Filed2026-04-22

TE CONNECTIVITY PLC

0.00%

Shares296

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

0.68%

Shares446

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

0.92%

Shares328

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

223.81%

Shares272

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

0.75%

Shares401

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares98

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

0.00%

Shares753

Event2026-03-31

Filed2026-04-22

MGV

VANGUARD WORLD FD

0.50%

Shares404

Event2026-03-31

Filed2026-04-22

XSVM

INVESCO EXCHANGE TRADED FD T

0.41%

Shares969

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares468

Event2026-03-31

Filed2026-04-22

LPLA

LPL FINL HLDGS INC

0.00%

Shares187

Event2026-03-31

Filed2026-04-22

TRP

TC ENERGY CORP

0.00%

Shares882

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

0.00%

Shares778

Event2026-03-31

Filed2026-04-22

KARS

KRANESHARES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

SNA

SNAP ON INC

0.00%

Shares146

Event2026-03-31

Filed2026-04-22

IFRA

ISHARES TR

61.82%

Shares924

Event2026-03-31

Filed2026-04-22

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares353

Event2026-03-31

Filed2026-04-22

JPUS

J P MORGAN EXCHANGE TRADED F

0.25%

Shares394

Event2026-03-31

Filed2026-04-22

IDEV

ISHARES TR

0.00%

Shares603

Event2026-03-31

Filed2026-04-22

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares762

Event2026-03-31

Filed2026-04-22

MEAR

ISHARES U S ETF TR

0.41%

Shares971

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

0.16%

Shares641

Event2026-03-31

Filed2026-04-22

KEN

KENON HLDGS LTD

0.00%

Shares584

Event2026-03-31

Filed2026-04-22

BMO

BANK MONTREAL MEDIUM

0.00%

Shares352

Event2026-03-31

Filed2026-04-22

EFAV

ISHARES TR

0.00%

Shares494

Event2026-03-31

Filed2026-04-22

XSMO

INVESCO EXCHANGE TRADED FD T

0.17%

Shares593

Event2026-03-31

Filed2026-04-22

DLN

WISDOMTREE TR

0.40%

Shares503

Event2026-03-31

Filed2026-04-22

IXN

ISHARES TR

0.00%

Shares442

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-0.48%

Shares415

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares126

Event2026-03-31

Filed2026-04-22

GEM

GOLDMAN SACHS ETF TR

196.42%

Shares993

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

0.00%

Shares248

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares85

Event2026-03-31

Filed2026-04-22

LQDH

ISHARES U S ETF TR

0.00%

Shares450

Event2026-03-31

Filed2026-04-22

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares749

Event2026-03-31

Filed2026-04-22

EEMV

ISHARES INC

0.00%

Shares634

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

0.00%

Shares119

Event2026-03-31

Filed2026-04-22

QDF

FLEXSHARES TR

0.20%

Shares512

Event2026-03-31

Filed2026-04-22

XLRE

SELECT SECTOR SPDR TR

0.61%

Shares987

Event2026-03-31

Filed2026-04-22

CALF

PACER FDS TR

0.68%

Shares894

Event2026-03-31

Filed2026-04-22

SMMV

ISHARES TR

0.44%

Shares908

Event2026-03-31

Filed2026-04-22

IYJ

ISHARES TR

22.94%

Shares268

Event2026-03-31

Filed2026-04-22

EMXC

ISHARES INC

0.00%

Shares485

Event2026-03-31

Filed2026-04-22

NFRA

FLEXSHARES TR

0.34%

Shares596

Event2026-03-31

Filed2026-04-22

TRV

TRAVELERS COMPANIES INC

0.00%

Shares130

Event2026-03-31

Filed2026-04-22

FVAL

FIDELITY COVINGTON TRUST

0.37%

Shares544

Event2026-03-31

Filed2026-04-22

XJH

ISHARES TR

0.24%

Shares831

Event2026-03-31

Filed2026-04-22

DBEU

DBX ETF TR

0.00%

Shares764

Event2026-03-31

Filed2026-04-22

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares523

Event2026-03-31

Filed2026-04-22

IHE

ISHARES TR

0.48%

Shares418

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

0.00%

Shares321

Event2026-03-31

Filed2026-04-22

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares87

Event2026-03-31

Filed2026-04-22

SMMU

PIMCO ETF TR

0.71%

Shares705

Event2026-03-31

Filed2026-04-22

IWO

ISHARES TR

0.00%

Shares113

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

0.00%

Shares247

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

0.00%

Shares446

Event2026-03-31

Filed2026-04-22

MERCK &CO INC

0.00%

Shares285

Event2026-03-31

Filed2026-04-22

IGPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares586

Event2026-03-31

Filed2026-04-22

RSPU

INVESCO EXCHANGE TRADED FD T

0.72%

Shares417

Event2026-03-31

Filed2026-04-22

XLG

INVESCO EXCHANGE TRADED FD T

0.17%

Shares606

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

0.00%

Shares354

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

0.65%

Shares155

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.00%

Shares154

Event2026-03-31

Filed2026-04-22

ICSH

ISHARES TR

0.64%

Shares625

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares583

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

0.00%

Shares438

Event2026-03-31

Filed2026-04-22

LIT

GLOBAL X FDS

0.24%

Shares423

Event2026-03-31

Filed2026-04-22

BATT

AMPLIFY ETF TR

70.99%

Shares2.1K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.00%

Shares175

Event2026-03-31

Filed2026-04-22

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares788

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

0.00%

Shares156

Event2026-03-31

Filed2026-04-22

OMC

OMNICOM GROUP INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-22

KHYB

KRANESHARES TRUST

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

NUDM

NUSHARES ETF TR

0.00%

Shares805

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

0.00%

Shares301

Event2026-03-31

Filed2026-04-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares147

Event2026-03-31

Filed2026-04-22

XSD

SPDR SERIES TRUST

0.00%

Shares87

Event2026-03-31

Filed2026-04-22

SPYX

SPDR SERIES TRUST

0.19%

Shares535

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

0.00%

Shares156

Event2026-03-31

Filed2026-04-22

KRC

KILROY REALTY CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD WORLD FD

0.00%

Shares75

Event2026-03-31

Filed2026-04-22

XITK

SPDR SERIES TRUST

0.00%

Shares188

Event2026-03-31

Filed2026-04-22

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares375

Event2026-03-31

Filed2026-04-22

NTAP

NETAPP INC

0.00%

Shares266

Event2026-03-31

Filed2026-04-22

ORIX CORP

0.00%

Shares905

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE &CO

0.00%

Shares91

Event2026-03-31

Filed2026-04-22

ISHARES TR

0.00%

Shares387

Event2026-03-31

Filed2026-04-22

VIS

VANGUARD WORLD FD

0.00%

Shares84

Event2026-03-31

Filed2026-04-22

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares675

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-22

LABCORP HOLDINGS INC

0.00%

Shares94

Event2026-03-31

Filed2026-04-22

TSEM

TOWER SEMICONDUCTOR LTD

0.00%

Shares141

Event2026-03-31

Filed2026-04-22

VISA INC

0.00%

Shares81

Event2026-03-31

Filed2026-04-22

CSD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares215

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

-27.78%

Shares850

Event2026-03-31

Filed2026-04-22

SPGP

INVESCO EXCHANGE TRADED FD T

0.46%

Shares217

Event2026-03-31

Filed2026-04-22

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares86

Event2026-03-31

Filed2026-04-22

BOEING CO

0.00%

Shares117

Event2026-03-31

Filed2026-04-22

VLTO

VERALTO CORP

0.00%

Shares257

Event2026-03-31

Filed2026-04-22

CRBN

ISHARES TR

0.00%

Shares101

Event2026-03-31

Filed2026-04-22

RELX

RELX PLC

0.00%

Shares676

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

0.00%

Shares296

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.00%

Shares36

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

0.00%

Shares113

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares568

Event2026-03-31

Filed2026-04-22

FTV

FORTIVE CORP

0.00%

Shares386

Event2026-03-31

Filed2026-04-22

ENB

ENBRIDGE INC

0.00%

Shares388

Event2026-03-31

Filed2026-04-22

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares226

Event2026-03-31

Filed2026-04-22

GBDC

GOLUB CAP BDC INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

EVR

EVERCORE INC

0.00%

Shares67

Event2026-03-31

Filed2026-04-22

IVLU

ISHARES TR

0.00%

Shares503

Event2026-03-31

Filed2026-04-22

IHF

ISHARES TR

0.21%

Shares476

Event2026-03-31

Filed2026-04-22

BKGI

BNY MELLON ETF TRUST

New

Shares446

Event2026-03-31

Filed2026-04-22

IWP

ISHARES TR

0.00%

Shares155

Event2026-03-31

Filed2026-04-22

MAIN

MAIN STR CAP CORP

0.00%

Shares372

Event2026-03-31

Filed2026-04-22

DES

WISDOMTREE TR

0.00%

Shares548

Event2026-03-31

Filed2026-04-22

RMD

RESMED INC

0.00%

Shares86

Event2026-03-31

Filed2026-04-22

CIG

CIA ENERGETICA DE MINAS GERA

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-22

IQDF

FLEXSHARES TR

0.17%

Shares574

Event2026-03-31

Filed2026-04-22

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares163

Event2026-03-31

Filed2026-04-22

NWSA

NEWS CORP NEW

0.00%

Shares691

Event2026-03-31

Filed2026-04-22

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares84

Event2026-03-31

Filed2026-04-22

FXH

FIRST TR EXCHANGE-TRADED FD

0.65%

Shares155

Event2026-03-31

Filed2026-04-22

PSCI

INVESCO EXCH TRADED FD TR II

0.00%

Shares108

Event2026-03-31

Filed2026-04-22

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares225

Event2026-03-31

Filed2026-04-22

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares77

Event2026-03-31

Filed2026-04-22

IDV

ISHARES TR

0.00%

Shares360

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares63

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

0.00%

Shares175

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

0.00%

Shares124

Event2026-03-31

Filed2026-04-22

QYLG

GLOBAL X FDS

0.00%

Shares580

Event2026-03-31

Filed2026-04-22

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-22

PROFESIONALLY MANAGED PORTFO

0.00%

Shares275

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

0.62%

Shares162

Event2026-03-31

Filed2026-04-22

NLR

VANECK ETF TRUST

New

Shares107

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.00%

Shares106

Event2026-03-31

Filed2026-04-22

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares187

Event2026-03-31

Filed2026-04-22

FINX

GLOBAL X FDS

0.55%

Shares553

Event2026-03-31

Filed2026-04-22

VOT

VANGUARD INDEX FDS

-35.90%

Shares50

Event2026-03-31

Filed2026-04-22

NUMV

NUSHARES ETF TR

0.00%

Shares323

Event2026-03-31

Filed2026-04-22

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares161

Event2026-03-31

Filed2026-04-22

FORD MTR CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

HRB

BLOCK H &R INC

0.00%

Shares379

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

0.66%

Shares152

Event2026-03-31

Filed2026-04-22

KBA

KRANESHARES TRUST

0.00%

Shares392

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.00%

Shares14

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

0.00%

Shares12

Event2026-03-31

Filed2026-04-22

SLQD

ISHARES TR

0.88%

Shares229

Event2026-03-31

Filed2026-04-22

AT&T INC

0.00%

Shares388

Event2026-03-31

Filed2026-04-22

ROBO

EXCHANGE TRADED CONCEPTS TRU

214.00%

Shares157

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

0.00%

Shares218

Event2026-03-31

Filed2026-04-22

PRU

PRUDENTIAL FINL INC

0.00%

Shares105

Event2026-03-31

Filed2026-04-22

MFC

MANULIFE FINL CORP

0.00%

Shares295

Event2026-03-31

Filed2026-04-22

BLOK

AMPLIFY ETF TR

1.04%

Shares194

Event2026-03-31

Filed2026-04-22

MMM

3M CO

0.00%

Shares65

Event2026-03-31

Filed2026-04-22

SOLSTICE ADVANCED MATLS INC

0.00%

Shares122

Event2026-03-31

Filed2026-04-22

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares44

Event2026-03-31

Filed2026-04-22

IUSV

ISHARES TR

1.12%

Shares90

Event2026-03-31

Filed2026-04-22

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares78

Event2026-03-31

Filed2026-04-22

SLYG

SPDR SERIES TRUST

0.00%

Shares91

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-22

ECG

EVERUS CONSTR GROUP

0.00%

Shares74

Event2026-03-31

Filed2026-04-22

FAF

FIRST AMERN FINL CORP

0.00%

Shares137

Event2026-03-31

Filed2026-04-22

BBDC

BARINGS BDC INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

0.65%

Shares156

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

0.00%

Shares24

Event2026-03-31

Filed2026-04-22

ORI

OLD REP INTL CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-22

VCR

VANGUARD WORLD FD

0.00%

Shares21

Event2026-03-31

Filed2026-04-22

SAM

BOSTON BEER INC

0.00%

Shares33

Event2026-03-31

Filed2026-04-22

EWY

ISHARES INC

New

Shares62

Event2026-03-31

Filed2026-04-22

ESGE

ISHARES INC

0.00%

Shares166

Event2026-03-31

Filed2026-04-22

EIX

EDISON INTL

0.00%

Shares100

Event2026-03-31

Filed2026-04-22

CHT

CHUNGHWA TELECOM CO LTD

0.00%

Shares167

Event2026-03-31

Filed2026-04-22

INFY

INFOSYS LTD

0.00%

Shares511

Event2026-03-31

Filed2026-04-22

FFSM

FIDELITY COVINGTON TRUST

New

Shares212

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

0.00%

Shares22

Event2026-03-31

Filed2026-04-22

TOTALENERGIES SE

0.00%

Shares72

Event2026-03-31

Filed2026-04-22

AIA

ISHARES TR

0.00%

Shares61

Event2026-03-31

Filed2026-04-22

NATIONAL GRID PLC

0.00%

Shares76

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares31

Event2026-03-31

Filed2026-04-22

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares32

Event2026-03-31

Filed2026-04-22

MDU

MDU RES GROUP INC

0.00%

Shares296

Event2026-03-31

Filed2026-04-22

KNF

KNIFE RIVER CORP

0.00%

Shares74

Event2026-03-31

Filed2026-04-22

SOBO

SOUTH BOW CORP

0.00%

Shares176

Event2026-03-31

Filed2026-04-22

ITEQ

AMPLIFY ETF TR

1.00%

Shares101

Event2026-03-31

Filed2026-04-22

MGRC

MCGRATH RENTCORP

0.00%

Shares50

Event2026-03-31

Filed2026-04-22

VNT

VONTIER CORPORATION

0.00%

Shares154

Event2026-03-31

Filed2026-04-22

RAL

RALLIANT CORP

0.00%

Shares128

Event2026-03-31

Filed2026-04-22

UBS

UBS GROUP AG

0.00%

Shares133

Event2026-03-31

Filed2026-04-22

SNN

SMITH &NEPHEW PLC

0.00%

Shares151

Event2026-03-31

Filed2026-04-22

VERSANT MEDIA GROUP INC

New

Shares127

Event2026-03-31

Filed2026-04-22

MSM

MSC INDL DIRECT INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-22

TAK

TAKEDA PHARMACEUTICAL CO LTD

0.00%

Shares235

Event2026-03-31

Filed2026-04-22

SNY

SANOFI SA

0.00%

Shares86

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

0.00%

Shares3

Event2026-03-31

Filed2026-04-22

GEN DIGITAL INC

0.00%

Shares208

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

0.00%

Shares40

Event2026-03-31

Filed2026-04-22

ALC

ALCON AG

0.00%

Shares45

Event2026-03-31

Filed2026-04-22

VALQ

AMERICAN CENTY ETF TR

1.96%

Shares52

Event2026-03-31

Filed2026-04-22