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The Analysis of Hardy Reed LLC's Holdings & P&L

Currently, Hardy Reed LLC holds 243 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in HBAN (+518.8K shares, valued at $8.1M), BNDX (+62.7K shares, valued at $3.0M), VTI (+7.2K shares, valued at $2.3M); decreased their positions in GEV (-2.6K shares, valued at $2.3M), N/A (-3.5K shares, valued at $2.1M), IXUS (-10.3K shares, valued at $889.3K); initiated new positions in HBAN (+518.8K shares, valued at $8.1M), FCX (+29.5K shares, valued at $1.7M), N/A (+2.5K shares, valued at $493.4K).

1M P&L

-2.2M-0.18%

3M P&L

+5.8M+0.46%

HY P&L

+74.9M+6.26%

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/A833.4M

72.0%

2Banks - Diversified119.9M

10.3%

3Consumer Electronics34.6M

3.0%

Top Industries by Stock Count

1N/A57 stocks

26.0%

2Oil & Gas Midstream14 stocks

6.4%

3Drug Manufacturers - General7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS770.6K shares0.94%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS277.7K shares-1.23%2026-03-312026-04-28

IXUS ISHARES TR1.6M shares-0.64%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO400.3K shares-0.16%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS1.5M shares4.51%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR1.1M shares0.31%2026-03-312026-04-28

AAPL APPLE INC134.8K shares0.03%2026-03-312026-04-28

VXUS VANGUARD STAR FDS383.4K shares-0.59%2026-03-312026-04-28

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL36 shares0.00%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS325.2K shares4.87%2026-03-312026-04-28

DCOR DIMENSIONAL ETF TRUST350.6K shares6.32%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T31.5K shares-0.03%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS117.6K shares-2.66%2026-03-312026-04-28

SPSB SPDR SERIES TRUST578.9K shares1.76%2026-03-312026-04-28

IJR ISHARES TR132.4K shares-0.04%2026-03-312026-04-28

IVV ISHARES TR25.2K shares-1.31%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC56.8K shares0.14%2026-03-312026-04-28

IJH ISHARES TR189.2K shares0.03%2026-03-312026-04-28

IWF ISHARES TR27.6K shares-0.01%2026-03-312026-04-28

IEFA ISHARES TR125.7K shares-0.07%2026-03-312026-04-28

MSFT MICROSOFT CORP27.9K shares3.06%2026-03-312026-04-28

NVDA NVIDIA CORPORATION53.9K shares1.33%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST123.0K shares1.27%2026-03-312026-04-28

VTV VANGUARD INDEX FDS43.3K shares0.00%2026-03-312026-04-28

Sponsored

AMZN AMAZON COM INC39.8K shares3.49%2026-03-312026-04-28

HBAN HUNTINGTON BANCSHARES INC518.8K sharesnew addition2026-03-312026-04-28

ITOT ISHARES TR56.0K shares2.04%2026-03-312026-04-28

ALPHABET INC ALPHABET INC26.6K shares-0.71%2026-03-312026-04-28

DFAU DIMENSIONAL ETF TRUST140.8K shares0.24%2026-03-312026-04-28

IWD ISHARES TR29.7K shares0.00%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS70.6K shares0.00%2026-03-312026-04-28

BIV VANGUARD BD INDEX FDS72.6K shares2.94%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F92.1K shares0.00%2026-03-312026-04-28

BROADCOM INC BROADCOM INC15.7K shares16.59%2026-03-312026-04-28

GEV GE VERNOVA INC5.3K shares-32.94%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST64.0K shares0.00%2026-03-312026-04-28

V VISA INC14.4K shares2.81%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP15.0K shares0.14%2026-03-312026-04-28

XOM EXXON MOBIL CORP24.9K shares0.24%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR6.6K shares0.00%2026-03-312026-04-28

Sponsored

TT TRANE TECHNOLOGIES PLC8.7K shares0.81%2026-03-312026-04-28

HD HOME DEPOT INC10.2K shares0.23%2026-03-312026-04-28

META META PLATFORMS INC5.8K shares-0.80%2026-03-312026-04-28

IAGG ISHARES TR62.6K shares-1.92%2026-03-312026-04-28

APH AMPHENOL CORP24.7K shares0.04%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON12.7K shares0.20%2026-03-312026-04-28

CAT CATERPILLAR INC4.3K shares0.19%2026-03-312026-04-28

SOXQ INVESCO EXCH TRADED FD TR II45.0K shares0.00%2026-03-312026-04-28

Sponsored

AMAT APPLIED MATLS INC7.5K shares0.09%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO8.5K shares-0.90%2026-03-312026-04-28

IWN ISHARES TR13.3K shares0.00%2026-03-312026-04-28

MA MASTERCARD INCORPORATED5.0K shares-2.91%2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC11.7K shares0.00%2026-03-312026-04-28

HON HONEYWELL INTL INC10.4K shares0.86%2026-03-312026-04-28

CVX CHEVRON CORPORATION10.9K shares1.66%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC2.3K shares1.83%2026-03-312026-04-28

Sponsored

MGC VANGUARD WORLD FD9.4K shares0.00%2026-03-312026-04-28

NEE NEXTERA ENERGY INC23.6K shares0.59%2026-03-312026-04-28

ABBV ABBVIE INC9.9K shares-4.57%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K shares2.65%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS32.9K shares-5.16%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC29.2K shares34.91%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC4.0K shares-20.98%2026-03-312026-04-28

VTHR VANGUARD SCOTTSDALE FDS6.7K shares0.00%2026-03-312026-04-28

Sponsored

ACWX ISHARES TR27.9K shares0.00%2026-03-312026-04-28

LINDE PLC LINDE PLC3.8K shares1.04%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS23.7K shares-4.03%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC10.8K shares2.62%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC29.5K sharesnew addition2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC409 shares-0.49%2026-03-312026-04-28

WMT WALMART INC13.8K shares5.19%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 402.8K shares0.00%2026-03-312026-04-28

Sponsored

PANW PALO ALTO NETWORKS INC10.5K shares0.00%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC1.9K shares1.15%2026-03-312026-04-28

BA BOEING CO8.2K shares95.22%2026-03-312026-04-28

PGR PROGRESSIVE CORP8.2K shares0.11%2026-03-312026-04-28

VBR VANGUARD INDEX FDS7.4K shares0.00%2026-03-312026-04-28

DHR DANAHER CORP DEL8.3K shares0.90%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP7.3K shares0.32%2026-03-312026-04-28

VSGX VANGUARD WORLD FD20.3K shares0.00%2026-03-312026-04-28

Sponsored

EFG ISHARES TR12.5K shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW8.7K shares1.02%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE4.9K shares-3.75%2026-03-312026-04-28

ORLY OREILLY AUTOMOTIVE INC15.1K shares0.16%2026-03-312026-04-28

SNPS SYNOPSYS INC3.3K shares-0.33%2026-03-312026-04-28

TMUS T-MOBILE US INC6.0K shares19.54%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP13.4K shares2.31%2026-03-312026-04-28

ESML ISHARES TR25.9K shares8.34%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO1.3K shares-0.39%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR8.6K shares0.00%2026-03-312026-04-28

KMI KINDER MORGAN INC DEL32.9K shares4.85%2026-03-312026-04-28

TRGP TARGA RES CORP4.3K shares0.96%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP1.2K shares-19.41%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L26.5K shares9.52%2026-03-312026-04-28

NTES NETEASE COM INC8.5K shares0.72%2026-03-312026-04-28

RTX RTX CORPORATION4.7K shares0.42%2026-03-312026-04-28

Sponsored

ADBE ADOBE INC3.7K shares0.48%2026-03-312026-04-28

MLI MUELLER INDS INC8.1K shares-9.48%2026-03-312026-04-28

DIS DISNEY WALT CO9.2K shares-5.14%2026-03-312026-04-28

ASML ASML HLDG NV662 shares1.85%2026-03-312026-04-28

ET ENERGY TRANSFER L P44.0K shares0.00%2026-03-312026-04-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.3K shares-4.68%2026-03-312026-04-28

MPLX MPLX LP14.7K shares-3.93%2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.0K shares-4.57%2026-03-312026-04-28

Sponsored

VRSK VERISK ANALYTICS INC4.4K shares-0.34%2026-03-312026-04-28

DUHP DIMENSIONAL ETF TRUST21.8K shares85.41%2026-03-312026-04-28

SUSB ISHARES TR31.6K shares10.62%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC6.4K shares-1.65%2026-03-312026-04-28

MPC MARATHON PETE CORP3.1K shares-4.58%2026-03-312026-04-28

INTU INTUIT1.7K shares88.64%2026-03-312026-04-28

VFH VANGUARD WORLD FD6.2K shares0.00%2026-03-312026-04-28

FI FISERV INC13.3K shares0.00%2026-03-312026-04-28

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL1.2K shares0.00%2026-03-312026-04-28

OMC OMNICOM GROUP INC9.6K shares-0.12%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.3K shares0.00%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC2.7K shares3.83%2026-03-312026-04-28

ESGE ISHARES INC15.6K shares0.00%2026-03-312026-04-28

VV VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-28

FTEC FIDELITY COVINGTON TRUST3.3K shares0.00%2026-03-312026-04-28

RF REGIONS FINANCIAL CORP NEW25.9K shares0.00%2026-03-312026-04-28

Sponsored

RNST RENASANT CORP18.6K shares0.09%2026-03-312026-04-28

DTM DT MIDSTREAM INC4.7K shares35.45%2026-03-312026-04-28

FAST FASTENAL CO13.3K shares0.64%2026-03-312026-04-28

PRU PRUDENTIAL FINL INC6.2K shares-4.06%2026-03-312026-04-28

PEP PEPSICO INC3.9K shares-2.57%2026-03-312026-04-28

WFC WELLS FARGO & CO7.5K shares-7.29%2026-03-312026-04-28

TOTALENERGIES SE TOTALENERGIES SE6.5K shares4.91%2026-03-312026-04-28

UFPI UFP INDUSTRIES INC6.2K shares0.00%2026-03-312026-04-28

Sponsored

SHEL SHELL PLC6.1K shares-1.15%2026-03-312026-04-28

CSCO CISCO SYS INC7.3K shares-0.52%2026-03-312026-04-28

SIMO SILICON MOTION TECHNOLOGY CO5.0K shares3.43%2026-03-312026-04-28

EVR EVERCORE INC1.9K shares0.00%2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-04-28

WMB WILLIAMS COS INC7.4K shares27.19%2026-03-312026-04-28

VCR VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-04-28

KNTK KINETIK HOLDINGS INC10.7K shares1.91%2026-03-312026-04-28

Sponsored

VIS VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-28

TROW PRICE T ROWE GROUP INC5.7K shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP2.1K shares4.30%2026-03-312026-04-28

LNG CHENIERE ENERGY INC1.8K shares-18.55%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO8.3K shares3.33%2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW7.6K shares0.34%2026-03-312026-04-28

EXPD EXPEDITORS INTL WASH INC3.5K shares-0.80%2026-03-312026-04-28

BLDR BUILDERS FIRSTSOURCE INC6.0K shares0.00%2026-03-312026-04-28

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.5K sharesnew addition2026-03-312026-04-28

VO VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP1.6K shares3.26%2026-03-312026-04-28

TIP ISHARES TR4.3K shares0.00%2026-03-312026-04-28

DELL DELL TECHNOLOGIES INC2.9K shares4.88%2026-03-312026-04-28

FDX FEDEX CORP1.3K shares0.39%2026-03-312026-04-28

ABT ABBOTT LABORATORIES4.4K shares4.41%2026-03-312026-04-28

TFC TRUIST FINL CORP9.7K shares-2.92%2026-03-312026-04-28

Sponsored

SSD SIMPSON MFG INC2.6K shares-9.14%2026-03-312026-04-28

PAA PLAINS ALL AMERN PIPELINE L19.7K shares-37.56%2026-03-312026-04-28

DGRW WISDOMTREE TR5.0K shares0.00%2026-03-312026-04-28

IX ORIX CORP14.3K shares-0.32%2026-03-312026-04-28

MUFG MITSUBISHI UFJ FINANCIAL GRO25.0K shares8.76%2026-03-312026-04-28

MASI MASIMO CORP2.4K shares9.62%2026-03-312026-04-28

WES WESTERN MIDSTREAM PARTNERS L10.1K shares0.00%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR2.8K shares0.00%2026-03-312026-04-28

Sponsored

QSR RESTAURANT BRANDS INTL INC5.4K shares0.56%2026-03-312026-04-28

ULTA ULTA BEAUTY INC767 shares-0.13%2026-03-312026-04-28

SPYM SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-04-28

BAC BANK AMERICA CORP8.0K shares-11.44%2026-03-312026-04-28

WELL WELLTOWER INC2.0K shares-1.50%2026-03-312026-04-28

OKE ONEOK INC NEW4.3K shares16.24%2026-03-312026-04-28

SONY SONY GROUP CORP18.4K shares3.27%2026-03-312026-04-28

BEN FRANKLIN RESOURCES INC16.1K shares0.00%2026-03-312026-04-28

Sponsored

TXN TEXAS INSTRS INC2.0K shares10.04%2026-03-312026-04-28

NTR NUTRIEN LTD5.0K shares0.26%2026-03-312026-04-28

VONE VANGUARD SCOTTSDALE FDS1.2K shares-5.93%2026-03-312026-04-28

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.8K shares0.00%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR14.4K shares0.00%2026-03-312026-04-28

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC15.5K shares0.00%2026-03-312026-04-28

KGS KODIAK GAS SVCS INC6.1K sharesnew addition2026-03-312026-04-28

ING ING GROEP N.V.13.5K shares26.75%2026-03-312026-04-28

Sponsored

BCS BARCLAYS PLC16.4K shares5.81%2026-03-312026-04-28

NATWEST GROUP PLC NATWEST GROUP PLC22.3K shares-0.09%2026-03-312026-04-28

MTN VAIL RESORTS INC2.6K shares0.00%2026-03-312026-04-28

COLB COLUMBIA BKG SYS INC12.0K shares0.00%2026-03-312026-04-28

EOG EOG RES INC2.3K shares3.78%2026-03-312026-04-28

CRH PLC CRH PLC3.0K shares13.05%2026-03-312026-04-28

SPGI S&P GLOBAL INC744 shares-8.60%2026-03-312026-04-28

A AGILENT TECHNOLOGIES INC2.8K shares0.00%2026-03-312026-04-28

Sponsored

NKE NIKE INC5.9K shares-2.98%2026-03-312026-04-28

KLAC KLA CORP210 shares2.94%2026-03-312026-04-28

QCOM QUALCOMM INC2.4K shares-72.23%2026-03-312026-04-28

MEDP MEDPACE HLDGS INC632 shares-0.63%2026-03-312026-04-28

ZTS ZOETIS INC2.5K sharesnew addition2026-03-312026-04-28

PFE PFIZER INC10.7K shares6.22%2026-03-312026-04-28

BABA ALIBABA GROUP HLDG LTD2.3K shares-5.49%2026-03-312026-04-28

CPRT COPART INC8.7K shares-0.06%2026-03-312026-04-28

Sponsored

FHI FEDERATED HERMES INC5.1K shares-0.08%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC2.9K shares-0.68%2026-03-312026-04-28

TM TOYOTA MOTOR CORP1.4K shares14.23%2026-03-312026-04-28

T AT&T INC9.8K shares18.82%2026-03-312026-04-28

LOPE GRAND CANYON ED INC1.6K shares0.00%2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP803 shares-2.43%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC770 shares3.91%2026-03-312026-04-28

VEEV VEEVA SYS INC1.6K shares2.50%2026-03-312026-04-28

Sponsored

FIS FIDELITY NATL INFORMATION SV5.8K shares9.32%2026-03-312026-04-28

SEIC SEI INVTS CO3.4K shares2.99%2026-03-312026-04-28

DSGX DESCARTES SYS GROUP INC3.7K shares-19.20%2026-03-312026-04-28

HESM HESS MIDSTREAM LP6.7K shares-38.95%2026-03-312026-04-28

MSI MOTOROLA SOLUTIONS INC602 shares1.35%2026-03-312026-04-28

RBC RBC BEARINGS INC480 shares-18.64%2026-03-312026-04-28

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC4.0K sharesnew addition2026-03-312026-04-28

AM ANTERO MIDSTREAM CORP11.4K sharesnew addition2026-03-312026-04-28

Sponsored

ENSG ENSIGN GROUP INC1.3K shares-0.39%2026-03-312026-04-28

ESE ESCO TECHNOLOGIES INC907 shares-17.32%2026-03-312026-04-28

CWST CASELLA WASTE SYS INC3.2K shares16.28%2026-03-312026-04-28

LMAT LEMAITRE VASCULAR INC2.3K sharesnew addition2026-03-312026-04-28

KMX CARMAX INC6.0K shares-0.31%2026-03-312026-04-28

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.2K shares-28.15%2026-03-312026-04-28

FIVE FIVE BELOW INC1.1K shares-7.70%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-04-28

Sponsored

COST COSTCO WHOLESALE CORPORATION243 sharesnew addition2026-03-312026-04-28

BCPC BALCHEM CORP1.4K sharesnew addition2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-5.47%2026-03-312026-04-28

AMGN AMGEN INC681 shares4.61%2026-03-312026-04-28

AOS SMITH A O CORP3.6K shares-0.30%2026-03-312026-04-28

ALC ALCON AG3.2K shares7.47%2026-03-312026-04-28

KAI KADANT INC813 shares0.00%2026-03-312026-04-28

DPZ DOMINOS PIZZA INC660 sharesnew addition2026-03-312026-04-28

Sponsored

HDB HDFC BANK LTD9.4K shares-1.48%2026-03-312026-04-28

NBIS NEBIUS GROUP N.V.2.2K shares-54.25%2026-03-312026-04-28

DGII DIGI INTL INC4.7K sharesnew addition2026-03-312026-04-28

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-04-28

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-28

MELI MERCADOLIBRE INC128 shares-7.25%2026-03-312026-04-28

LW LAMB WESTON HLDGS INC5.2K shares0.00%2026-03-312026-04-28

FSV FIRSTSERVICE CORP NEW1.6K sharesnew addition2026-03-312026-04-28

Sponsored

TSLA TESLA INC575 shares-48.24%2026-03-312026-04-28

BHP BHP BILLITON LIMITED2.9K sharesnew addition2026-03-312026-04-28

CCJ CAMECO CORP1.9K sharesnew addition2026-03-312026-04-28

CBOE CBOE GLOBAL MKTS INC732 sharesnew addition2026-03-312026-04-28

MU MICRON TECHNOLOGY INC607 sharesnew addition2026-03-312026-04-28

SYY SYSCO CORP2.8K shares0.42%2026-03-312026-04-28

GAIN GLADSTONE INVT CORP11.3K shares1.73%2026-03-312026-04-28

STVN STEVANATO GROUP S P A10.7K sharesnew addition2026-03-312026-04-28

Sponsored

UMC UNITED MICROELECTRONICS CORP11.3K shares0.98%2026-03-312026-04-28

WIT WIPRO LTD35.8K shares20.38%2026-03-312026-04-28

CCC CCC INTELLIGENT SOLUTIONS HL12.2K shares-39.84%2026-03-312026-04-28

VTI

VANGUARD INDEX FDS

0.94%

Shares770.6K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-1.23%

Shares277.7K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

-0.64%

Shares1.6M

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-0.16%

Shares400.3K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

4.51%

Shares1.5M

Event2026-03-31

Filed2026-04-28

FNDF

SCHWAB STRATEGIC TR

0.31%

Shares1.1M

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

0.03%

Shares134.8K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

-0.59%

Shares383.4K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares36

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

4.87%

Shares325.2K

Event2026-03-31

Filed2026-04-28

DCOR

DIMENSIONAL ETF TRUST

6.32%

Shares350.6K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-0.03%

Shares31.5K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-2.66%

Shares117.6K

Event2026-03-31

Filed2026-04-28

SPSB

SPDR SERIES TRUST

1.76%

Shares578.9K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-0.04%

Shares132.4K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-1.31%

Shares25.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.14%

Shares56.8K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.03%

Shares189.2K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-0.01%

Shares27.6K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-0.07%

Shares125.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

3.06%

Shares27.9K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

1.33%

Shares53.9K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

1.27%

Shares123.0K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.00%

Shares43.3K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

3.49%

Shares39.8K

Event2026-03-31

Filed2026-04-28

HBAN

HUNTINGTON BANCSHARES INC

New

Shares518.8K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

2.04%

Shares56.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.71%

Shares26.6K

Event2026-03-31

Filed2026-04-28

DFAU

DIMENSIONAL ETF TRUST

0.24%

Shares140.8K

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

0.00%

Shares29.7K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

0.00%

Shares70.6K

Event2026-03-31

Filed2026-04-28

BIV

VANGUARD BD INDEX FDS

2.94%

Shares72.6K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares92.1K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

16.59%

Shares15.7K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

-32.94%

Shares5.3K

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares64.0K

Event2026-03-31

Filed2026-04-28

VISA INC

2.81%

Shares14.4K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.14%

Shares15.0K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.24%

Shares24.9K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-28

TRANE TECHNOLOGIES PLC

0.81%

Shares8.7K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.23%

Shares10.2K

Event2026-03-31

Filed2026-04-28