Sponsored

The Analysis of Hirtle & Co., LLC's Holdings & P&L

Currently, Hirtle & Co., LLC holds 112 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in VGIT (+264.8K shares, valued at $15.8M), IEFA (+155.0K shares, valued at $14.0M), IVV (+20.3K shares, valued at $13.3M); decreased their positions in SPY (-13.3K shares, valued at $8.6M), VTI (-21.0K shares, valued at $6.7M), MUB (-50.1K shares, valued at $5.3M); initiated new positions in THR (+75.0K shares, valued at $3.8M), VTEL (+4.2K shares, valued at $430.9K), ACWX (+4.7K shares, valued at $324.9K).

1M P&L

-25.7M-0.85%

3M P&L

-370.2M-10.98%

HY P&L

-196.6M-6.15%

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/A2.7B

97.9%

2Tobacco24.5M

0.9%

3Asset Management13.7M

0.5%

Top Industries by Stock Count

1N/A77 stocks

77.8%

2Semiconductors3 stocks

3.0%

3Software - Infrastructure3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STREET SPDR S&P 500 ETF997.3K shares-1.32%2026-03-312026-05-13

IEFA ISHARES CORE MSCI EAFE ETF3.9M shares4.09%2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF452.0K shares4.71%2026-03-312026-05-13

EFA ISHARES MSCI EAFE ETF2.0M shares-0.41%2026-03-312026-05-13

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF2.3M shares-0.11%2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS ETF2.3M shares6.73%2026-03-312026-05-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF238.8K shares0.33%2026-03-312026-05-13

GOVT ISHARES U.S. TREASURY BOND ETF5.6M shares-0.23%2026-03-312026-05-13

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF1.9M shares-1.19%2026-03-312026-05-13

VWO VANGUARD FTSE EMERGING MARKETS ETF1.5M shares-1.12%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET ETF215.2K shares-8.90%2026-03-312026-05-13

VUG VANGUARD GROWTH ETF145.2K shares-5.45%2026-03-312026-05-13

VTV VANGUARD VALUE ETF299.9K shares-0.95%2026-03-312026-05-13

IWF ISHARES RUSSELL 1000 GROWTH ETF91.7K shares-6.05%2026-03-312026-05-13

BND VANGUARD TOTAL BOND MARKET ETF467.6K shares6.13%2026-03-312026-05-13

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF388.2K shares-0.26%2026-03-312026-05-13

Sponsored

SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF1.4M shares-0.24%2026-03-312026-05-13

VONE VANGUARD RUSSELL 1000 ETF94.5K shares3.98%2026-03-312026-05-13

VTEB VANGUARD TAX-EXEMPT BOND ETF425.2K shares-0.02%2026-03-312026-05-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A66.9K shares-13.82%2026-03-312026-05-13

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF284.1K shares1368.63%2026-03-312026-05-13

IWD ISHARES RUSSELL 1000 VALUE ETF74.8K shares-7.43%2026-03-312026-05-13

VGK VANGUARD FTSE EUROPE ETF191.3K shares68.66%2026-03-312026-05-13

MO ALTRIA GROUP INC COM218.6K shares-0.02%2026-03-312026-05-13

Sponsored

GBDC GOLUB CAP BDC INC COM1.0M shares0.94%2026-03-312026-05-13

SCHP SCHWAB US TIPS ETF465.2K shares-0.26%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC COM74.1K shares-0.15%2026-03-312026-05-13

VT VANGUARD TOTAL WORLD STOCK ETF81.7K shares0.00%2026-03-312026-05-13

AGG ISHARES CORE U.S. AGGREGATE BOND ETF98.4K shares0.00%2026-03-312026-05-13

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF185.8K shares0.00%2026-03-312026-05-13

VGLT VANGUARD LONG-TERM TREASURY ETF123.0K shares516.21%2026-03-312026-05-13

TIP ISHARES TIPS BOND ETF60.7K shares3.82%2026-03-312026-05-13

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF59.8K shares-45.58%2026-03-312026-05-13

IWB ISHARES RUSSELL 1000 ETF17.6K shares0.00%2026-03-312026-05-13

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF116.7K shares-11.45%2026-03-312026-05-13

CEFA GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF149.3K shares-11.24%2026-03-312026-05-13

AAPL APPLE INC COM21.6K shares-4.78%2026-03-312026-05-13

ACWI ISHARES MSCI ACWI ETF37.9K shares125.10%2026-03-312026-05-13

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF110.4K shares0.00%2026-03-312026-05-13

THR THERMON GROUP HLDGS INC COM75.0K sharesnew addition2026-03-312026-05-13

Sponsored

LTPZ PIMCO 15PLUS YEAR US TIPS INDEX EXCHANGE-TRADED FUND67.1K shares0.00%2026-03-312026-05-13

IVW ISHARES S&P 500 GROWTH ETF29.8K shares2.14%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS9.4K shares-1.13%2026-03-312026-05-13

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF67.3K shares0.00%2026-03-312026-05-13

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C9.7K shares-7.27%2026-03-312026-05-13

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF25.4K shares23.67%2026-03-312026-05-13

IWM ISHARES RUSSELL 2000 ETF10.8K shares16.01%2026-03-312026-05-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF32.4K shares0.00%2026-03-312026-05-13

Sponsored

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46.9K shares0.00%2026-03-312026-05-13

CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF30.3K shares-24.84%2026-03-312026-05-13

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF46.2K shares0.00%2026-03-312026-05-13

IJH ISHARES CORE S&P MID-CAP ETF33.0K shares-31.31%2026-03-312026-05-13

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF28.2K shares-21.96%2026-03-312026-05-13

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF47.3K shares0.00%2026-03-312026-05-13

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF66.6K shares0.00%2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF9.5K shares-0.39%2026-03-312026-05-13

Sponsored

TLT ISHARES 20PLUS YEAR TREASURY BOND ETF18.8K shares0.00%2026-03-312026-05-13

IWR ISHARES RUSSELL MIDCAP ETF14.4K shares180.59%2026-03-312026-05-13

VOTE TCW TRANSFORM 500 ETF16.9K shares0.00%2026-03-312026-05-13

EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF21.3K shares0.00%2026-03-312026-05-13

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF24.2K shares0.00%2026-03-312026-05-13

ISHARES GOLD TRUST ISHARES GOLD TRUST11.5K shares0.00%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC COM2.0K shares-2.90%2026-03-312026-05-13

MSFT MICROSOFT CORP COM2.7K shares-16.49%2026-03-312026-05-13

Sponsored

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF12.3K shares0.00%2026-03-312026-05-13

DHR DANAHER CORP DEL COM5.0K shares-1.84%2026-03-312026-05-13

VB VANGUARD SMALL-CAP ETF3.3K shares-11.59%2026-03-312026-05-13

GLD SPDR GOLD SHARES1.9K shares-0.21%2026-03-312026-05-13

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF13.3K shares-0.05%2026-03-312026-05-13

VONV VANGUARD RUSSELL 1000 VALUE ETF8.0K shares0.00%2026-03-312026-05-13

KO COCA COLA CO COM9.8K shares-2.83%2026-03-312026-05-13

NVO NOVO-NORDISK A S ADR19.5K shares0.00%2026-03-312026-05-13

Sponsored

IWN ISHARES RUSSELL 2000 VALUE ETF3.7K shares0.00%2026-03-312026-05-13

STIP ISHARES 0-5 YEAR TIPS BOND ETF6.8K shares0.00%2026-03-312026-05-13

VNQ VANGUARD REAL ESTATE ETF7.5K shares7.18%2026-03-312026-05-13

GE AEROSPACE COM NEW GE AEROSPACE COM NEW2.3K shares-2.98%2026-03-312026-05-13

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF4.3K shares0.00%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.3K shares-15.33%2026-03-312026-05-13

VIS VANGUARD INDUSTRIALS ETF2.0K shares0.00%2026-03-312026-05-13

XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF13.8K shares0.00%2026-03-312026-05-13

Sponsored

SCHB SCHWAB U.S. BROAD MARKET ETF21.3K shares0.00%2026-03-312026-05-13

VFH VANGUARD FINANCIALS ETF4.3K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC COM577 shares-2.86%2026-03-312026-05-13

VONG VANGUARD RUSSELL 1000 GROWTH ETF4.3K shares0.00%2026-03-312026-05-13

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF10.1K shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC COM3.6K shares-3.56%2026-03-312026-05-13

VTEL VANGUARD LONG-TERM TAX-EXEMPT BOND ETF4.2K sharesnew addition2026-03-312026-05-13

NVG NUVEEN AMT FREE MUN CR INC FD COM33.7K shares0.00%2026-03-312026-05-13

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND5.4K shares22.83%2026-03-312026-05-13

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF4.2K shares0.00%2026-03-312026-05-13

PNQI INVESCO NASDAQ INTERNET ETF8.6K shares0.00%2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL CAP ETF2.9K shares4.67%2026-03-312026-05-13

BAC BANK OF AMER CORP COM7.3K shares-14.02%2026-03-312026-05-13

COP CONOCOPHILLIPS COM2.6K shares-4.63%2026-03-312026-05-13

COIN COINBASE GLOBAL INC COM CL A1.9K shares0.00%2026-03-312026-05-13

EFV ISHARES MSCI EAFE VALUE ETF4.4K shares0.00%2026-03-312026-05-13

Sponsored

TWLO TWILIO INC CL A2.6K shares0.00%2026-03-312026-05-13

ACWX ISHARES MSCI ACWI EX U.S. ETF4.7K sharesnew addition2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.7K shares-2.93%2026-03-312026-05-13

XOM EXXON MOBIL CORP COM1.9K shares-14.86%2026-03-312026-05-13

VTWG VANGUARD RUSSELL 2000 GROWTH ETF1.4K shares0.00%2026-03-312026-05-13

NVDA NVIDIA CORPORATION COM1.6K shares-49.84%2026-03-312026-05-13

DGRO ISHARES CORE DIVIDEND GROWTH ETF3.9K shares0.00%2026-03-312026-05-13

PSX PHILLIPS 66 COM1.4K sharesnew addition2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC COM702 sharesnew addition2026-03-312026-05-13

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I404 shares-0.49%2026-03-312026-05-13

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.1K shares-3.42%2026-03-312026-05-13

EQIX EQUINIX INC COM224 sharesnew addition2026-03-312026-05-13

JBL JABIL INC COM810 sharesnew addition2026-03-312026-05-13

NET CLOUDFLARE INC CL A COM1.0K sharesnew addition2026-03-312026-05-13

MDB MONGODB INC CL A836 shares0.00%2026-03-312026-05-13

GDRX GOODRX HLDGS INC COM CL A18.3K shares0.00%2026-03-312026-05-13

Sponsored

SPY

STATE STREET SPDR S&P 500 ETF

-1.32%

Shares997.3K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES CORE MSCI EAFE ETF

4.09%

Shares3.9M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

4.71%

Shares452.0K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES MSCI EAFE ETF

-0.41%

Shares2.0M

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-0.11%

Shares2.3M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

6.73%

Shares2.3M

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

0.33%

Shares238.8K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES U.S. TREASURY BOND ETF

-0.23%

Shares5.6M

Event2026-03-31

Filed2026-05-13

EEM

ISHARES MSCI EMERGING MARKETS ETF

-1.19%

Shares1.9M

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.12%

Shares1.5M

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD TOTAL STOCK MARKET ETF

-8.90%

Shares215.2K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH ETF

-5.45%

Shares145.2K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE ETF

-0.95%

Shares299.9K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-6.05%

Shares91.7K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD TOTAL BOND MARKET ETF

6.13%

Shares467.6K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-0.26%

Shares388.2K

Event2026-03-31

Filed2026-05-13

SPMB

STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF

-0.24%

Shares1.4M

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD RUSSELL 1000 ETF

3.98%

Shares94.5K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-0.02%

Shares425.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL A

-13.82%

Shares66.9K

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

1368.63%

Shares284.1K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES RUSSELL 1000 VALUE ETF

-7.43%

Shares74.8K

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD FTSE EUROPE ETF

68.66%

Shares191.3K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC COM

-0.02%

Shares218.6K

Event2026-03-31

Filed2026-05-13

GBDC

GOLUB CAP BDC INC COM

0.94%

Shares1.0M

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB US TIPS ETF

-0.26%

Shares465.2K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC COM

-0.15%

Shares74.1K

Event2026-03-31

Filed2026-05-13

VANGUARD TOTAL WORLD STOCK ETF

0.00%

Shares81.7K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

0.00%

Shares98.4K

Event2026-03-31

Filed2026-05-13

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

0.00%

Shares185.8K

Event2026-03-31

Filed2026-05-13

VGLT

VANGUARD LONG-TERM TREASURY ETF

516.21%

Shares123.0K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TIPS BOND ETF

3.82%

Shares60.7K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES NATIONAL MUNI BOND ETF

-45.58%

Shares59.8K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-13

INVESCO RAFI US 1000 ETF

-11.45%

Shares116.7K

Event2026-03-31

Filed2026-05-13

CEFA

GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF

-11.24%

Shares149.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC COM

-4.78%

Shares21.6K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES MSCI ACWI ETF

125.10%

Shares37.9K

Event2026-03-31

Filed2026-05-13

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

0.00%

Shares110.4K

Event2026-03-31

Filed2026-05-13

THR

THERMON GROUP HLDGS INC COM

New

Shares75.0K

Event2026-03-31

Filed2026-05-13

LTPZ

PIMCO 15PLUS YEAR US TIPS INDEX EXCHANGE-TRADED FUND

0.00%

Shares67.1K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES S&P 500 GROWTH ETF

2.14%

Shares29.8K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-1.13%

Shares9.4K

Event2026-03-31

Filed2026-05-13

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

0.00%

Shares67.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL C

-7.27%

Shares9.7K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

23.67%

Shares25.4K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES RUSSELL 2000 ETF

16.01%

Shares10.8K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares46.9K

Event2026-03-31

Filed2026-05-13

CATH

GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF

-24.84%

Shares30.3K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

0.00%

Shares46.2K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAP ETF

-31.31%

Shares33.0K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-21.96%

Shares28.2K

Event2026-03-31

Filed2026-05-13

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.00%

Shares47.3K

Event2026-03-31

Filed2026-05-13

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

0.00%

Shares66.6K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES S&P 500 VALUE ETF

-0.39%

Shares9.5K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES 20PLUS YEAR TREASURY BOND ETF

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES RUSSELL MIDCAP ETF

180.59%

Shares14.4K

Event2026-03-31

Filed2026-05-13

VOTE

TCW TRANSFORM 500 ETF

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-13

EMGF

ISHARES EMERGING MARKETS EQUITY FACTOR ETF

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-13

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TRUST

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC COM

-2.90%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP COM

-16.49%

Shares2.7K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL COM

-1.84%

Shares5.0K

Event2026-03-31

Filed2026-05-13

VANGUARD SMALL-CAP ETF

-11.59%

Shares3.3K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

-0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-13

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-0.05%

Shares13.3K

Event2026-03-31

Filed2026-05-13

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO COM

-2.83%

Shares9.8K

Event2026-03-31

Filed2026-05-13

NVO

NOVO-NORDISK A S ADR

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD REAL ESTATE ETF

7.18%

Shares7.5K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE COM NEW

-2.98%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW

-15.33%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

XLRE

STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC COM

-2.86%

Shares577

Event2026-03-31

Filed2026-05-13

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC COM

-3.56%

Shares3.6K

Event2026-03-31

Filed2026-05-13

VTEL

VANGUARD LONG-TERM TAX-EXEMPT BOND ETF

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

NVG

NUVEEN AMT FREE MUN CR INC FD COM

0.00%

Shares33.7K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

22.83%

Shares5.4K

Event2026-03-31

Filed2026-05-13

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

PNQI

INVESCO NASDAQ INTERNET ETF

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES CORE S&P SMALL CAP ETF

4.67%

Shares2.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK OF AMER CORP COM

-14.02%

Shares7.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS COM

-4.63%

Shares2.6K

Event2026-03-31

Filed2026-05-13

COIN

COINBASE GLOBAL INC COM CL A

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

TWLO

TWILIO INC CL A

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ACWX

ISHARES MSCI ACWI EX U.S. ETF

New

Shares4.7K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

-2.93%

Shares1.7K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP COM

-14.86%

Shares1.9K

Event2026-03-31

Filed2026-05-13

VTWG

VANGUARD RUSSELL 2000 GROWTH ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION COM

-49.84%

Shares1.6K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66 COM

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC COM

New

Shares702

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TRUST SERIES I

-0.49%

Shares404

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND SHS CLASS A

-3.42%

Shares1.1K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC COM

New

Shares224

Event2026-03-31

Filed2026-05-13

JBL

JABIL INC COM

New

Shares810

Event2026-03-31

Filed2026-05-13

NET

CLOUDFLARE INC CL A COM

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

MDB

MONGODB INC CL A

0.00%

Shares836

Event2026-03-31

Filed2026-05-13

GDRX

GOODRX HLDGS INC COM CL A

0.00%

Shares18.3K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available