Sponsored

The Analysis of Horst & Graben Wealth Management LLC's Holdings & P&L

Currently, Horst & Graben Wealth Management LLC holds 195 types of securities in its portfolio with a total value $729.0M. In the most recent quarter, they have increased their positions in CORO (+743.3K shares, valued at $25.6M), GOVT (+815.9K shares, valued at $18.7M), ACWX (+229.4K shares, valued at $16.8M); decreased their positions in IEMG (-267.8K shares, valued at $20.9M), EFV (-126.3K shares, valued at $9.7M), GLDM (-76.1K shares, valued at $7.1M); initiated new positions in CORO (+743.3K shares, valued at $25.6M), ACWX (+229.4K shares, valued at $16.8M), BLCR (+263.7K shares, valued at $12.4M).

1M P&L

+26.3M+3.70%

3M P&L

+24.1M+3.39%

HY P&L

+53.8M+7.87%

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/A626.8M

87.6%

2Consumer Electronics12.3M

1.7%

3Semiconductors9.2M

1.3%

Top Industries by Stock Count

1N/A102 stocks

55.4%

2Drug Manufacturers - General5 stocks

2.7%

3REIT - Industrial5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST534.8K shares26.18%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST631.4K shares-12.84%2026-03-312026-04-29

IVW ISHARES TR262.4K shares4.11%2026-03-312026-04-29

IVE ISHARES TR155.1K shares3.37%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR1.4M shares2.29%2026-03-312026-04-29

IUSB ISHARES TR570.9K shares1.93%2026-03-312026-04-29

CORO BLACKROCK ETF TRUST743.3K sharesnew addition2026-03-312026-04-29

QUAL ISHARES TR114.6K shares0.91%2026-03-312026-04-29

Sponsored

MBB ISHARES TR236.2K shares4.06%2026-03-312026-04-29

GOVT ISHARES TR907.5K shares890.95%2026-03-312026-04-29

XTEN BONDBLOXX ETF TRUST441.9K shares5.21%2026-03-312026-04-29

BAI BLACKROCK ETF TRUST476.1K shares5.98%2026-03-312026-04-29

ACWX ISHARES TR229.4K sharesnew addition2026-03-312026-04-29

IWY ISHARES TR58.8K shares2.26%2026-03-312026-04-29

EFV ISHARES TR214.9K shares-37.02%2026-03-312026-04-29

THRO BLACKROCK ETF TRUST394.5K shares5.10%2026-03-312026-04-29

Sponsored

SPMO INVESCO EXCH TRADED FD TR II108.8K shares7.21%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR155.3K shares25.91%2026-03-312026-04-29

IVV ISHARES TR18.5K shares0.62%2026-03-312026-04-29

IWX ISHARES TR131.2K shares-1.30%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II239.1K shares-29.63%2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST263.7K sharesnew addition2026-03-312026-04-29

AAPL APPLE INC46.0K shares1.27%2026-03-312026-04-29

TLT ISHARES TR134.3K shares1.35%2026-03-312026-04-29

Sponsored

SHLD GLOBAL X FDS155.0K shares74.54%2026-03-312026-04-29

IAGG ISHARES TR206.3K shares11.32%2026-03-312026-04-29

NVDA NVIDIA CORPORATION36.1K shares28.88%2026-03-312026-04-29

TSLA TESLA INC17.6K shares736.35%2026-03-312026-04-29

ESGU ISHARES TR33.2K shares-1.51%2026-03-312026-04-29

LCTU BLACKROCK ETF TRUST64.6K shares-7.26%2026-03-312026-04-29

SUSC ISHARES TR202.4K shares0.64%2026-03-312026-04-29

IEMG ISHARES INC57.6K shares-82.30%2026-03-312026-04-29

Sponsored

OEF ISHARES TR12.5K shares-49.55%2026-03-312026-04-29

EAGG ISHARES TR88.9K shares4.50%2026-03-312026-04-29

MTUM ISHARES TR14.8K shares2.80%2026-03-312026-04-29

IYW ISHARES TR18.0K shares-2.65%2026-03-312026-04-29

CVX CHEVRON CORPORATION21.2K shares0.20%2026-03-312026-04-29

GLDM WORLD GOLD TR39.8K shares-65.69%2026-03-312026-04-29

DSI ISHARES TR26.8K shares-8.89%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR40.9K shares-26.36%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC12.9K shares86.57%2026-03-312026-04-29

MSFT MICROSOFT CORP7.9K shares16.30%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS65.8K shares133.86%2026-03-312026-04-29

DLR DIGITAL RLTY TR INC15.0K shares38.33%2026-03-312026-04-29

USXF ISHARES TR42.7K shares-1.99%2026-03-312026-04-29

BROADCOM INC BROADCOM INC6.3K shares78.88%2026-03-312026-04-29

TLH ISHARES TR24.3K shares4.00%2026-03-312026-04-29

NKE NIKE INC51.1K shares6.53%2026-03-312026-04-29

Sponsored

IWB ISHARES TR5.8K shares-2.09%2026-03-312026-04-29

IWP ISHARES TR16.6K shares1.11%2026-03-312026-04-29

PG PROCTER & GAMBLE CO15.2K shares-4.03%2026-03-312026-04-29

SYSB ISHARES TR23.9K shares-7.78%2026-03-312026-04-29

IWS ISHARES TR13.5K shares-0.87%2026-03-312026-04-29

EMXC ISHARES INC23.1K shares-4.41%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION2.1K shares13.37%2026-03-312026-04-29

ESGE ISHARES INC40.1K shares-2.22%2026-03-312026-04-29

Sponsored

ILCG ISHARES TR18.2K shares-2.80%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS8.1K shares6.22%2026-03-312026-04-29

EFG ISHARES TR15.2K shares2.30%2026-03-312026-04-29

CSCO CISCO SYS INC19.7K shares0.39%2026-03-312026-04-29

IVLU ISHARES TR41.2K shares-1.42%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2026-03-312026-04-29

EMGF ISHARES INC24.1K shares4.08%2026-03-312026-04-29

HASI HA SUSTAINABLE INFRA CAP INC38.9K shares0.07%2026-03-312026-04-29

Sponsored

CAT CATERPILLAR INC1.9K shares1.51%2026-03-312026-04-29

EGP EASTGROUP PPTYS INC7.5K shares13.48%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC13.3K shares0.12%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-29

ITOT ISHARES TR8.6K shares5.64%2026-03-312026-04-29

EVUS ISHARES TR38.6K shares-1.63%2026-03-312026-04-29

MKL MARKEL GROUP INC677 shares-0.29%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR1.9K shares21.29%2026-03-312026-04-29

Sponsored

DMXF ISHARES TR15.8K sharesnew addition2026-03-312026-04-29

ORCL ORACLE CORP7.3K shares4.24%2026-03-312026-04-29

ICVT ISHARES TR11.3K shares-33.21%2026-03-312026-04-29

ILCV ISHARES TR12.9K shares7.55%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC1.2K shares1.23%2026-03-312026-04-29

GNMA ISHARES TR25.6K shares-1.41%2026-03-312026-04-29

CMI CUMMINS INC1.7K shares3.36%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO3.5K shares29.77%2026-03-312026-04-29

Sponsored

JNJ JOHNSON & JOHNSON4.3K shares1.15%2026-03-312026-04-29

ESGD ISHARES TR9.5K shares2.54%2026-03-312026-04-29

META META PLATFORMS INC1.4K shares53.43%2026-03-312026-04-29

SHOP SHOPIFY INC7.6K shares42.78%2026-03-312026-04-29

MO ALTRIA GROUP INC14.1K shares1.45%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR32.8K shares-3.08%2026-03-312026-04-29

EUSB ISHARES TR20.7K shares-0.74%2026-03-312026-04-29

CWB SPDR SERIES TRUST8.9K shares-7.73%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC2.5K shares15.12%2026-03-312026-04-29

TRNO TERRENO RLTY CORP13.2K shares0.00%2026-03-312026-04-29

MAA MID-AMER APT CMNTYS INC6.8K shares-0.22%2026-03-312026-04-29

CROWN CASTLE INC CROWN CASTLE INC10.0K shares-0.35%2026-03-312026-04-29

ESS ESSEX PPTY TR INC3.2K shares0.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS10.7K shares313.26%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.3K shares0.04%2026-03-312026-04-29

OKE ONEOK INC NEW9.3K shares-0.12%2026-03-312026-04-29

Sponsored

LCTD BLACKROCK ETF TRUST13.7K shares-1.10%2026-03-312026-04-29

IEV ISHARES TR11.0K shares0.74%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC4.7K shares2.97%2026-03-312026-04-29

IGM ISHARES TR5.3K shares-5.23%2026-03-312026-04-29

AAAU GOLDMAN SACHS PHYSICAL GOLD16.5K shares1.14%2026-03-312026-04-29

XOM EXXON MOBIL CORP5.1K shares26.85%2026-03-312026-04-29

KO COCA COLA CO9.4K shares0.43%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC1.3K shares31.91%2026-03-312026-04-29

Sponsored

WMT WALMART INC5.2K shares2.37%2026-03-312026-04-29

EMB ISHARES TR6.9K shares-88.29%2026-03-312026-04-29

NOW SERVICENOW INC7.3K shares-1.24%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.1K sharesnew addition2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC3.5K shares191.21%2026-03-312026-04-29

SBUX STARBUCKS CORP6.5K shares0.46%2026-03-312026-04-29

IWF ISHARES TR1.3K shares6.48%2026-03-312026-04-29

EEM ISHARES TR9.9K shares-0.89%2026-03-312026-04-29

Sponsored

PSA PUBLIC STORAGE OPER CO2.0K shares0.54%2026-03-312026-04-29

SDY SPDR SERIES TRUST4.0K shares-4.98%2026-03-312026-04-29

AMT AMERICAN TOWER CORP3.3K shares-1.25%2026-03-312026-04-29

AMAT APPLIED MATLS INC1.3K shares2.11%2026-03-312026-04-29

BWA BORGWARNER INC9.0K sharesnew addition2026-03-312026-04-29

VB VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-29

VWOB VANGUARD WHITEHALL FDS7.4K shares-5.95%2026-03-312026-04-29

INTC INTEL CORP5.7K sharesnew addition2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO519 shares2.77%2026-03-312026-04-29

GEV GE VERNOVA INC401 shares24.15%2026-03-312026-04-29

GLD SPDR GOLD TR1.0K shares3.44%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.5K shares24.80%2026-03-312026-04-29

WFC WELLS FARGO & CO5.4K shares67.95%2026-03-312026-04-29

NXRT NEXPOINT RESIDENTIAL TR INC16.2K shares0.00%2026-03-312026-04-29

SPYX SPDR SERIES TRUST7.3K shares-3.08%2026-03-312026-04-29

FCVT FIRST TR EXCHANGE-TRADED FD8.4K shares-1.38%2026-03-312026-04-29

Sponsored

UI UBIQUITI INC405 shares0.00%2026-03-312026-04-29

USB US BANCORP7.3K shares1.50%2026-03-312026-04-29

T AT&T INC15.8K shares3.78%2026-03-312026-04-29

MP MP MATERIALS CORP6.2K sharesnew addition2026-03-312026-04-29

SPTM SPDR SERIES TRUST4.4K shares-17.34%2026-03-312026-04-29

LQD ISHARES TR3.5K shares2.43%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC813 shares1.63%2026-03-312026-04-29

PCAR PACCAR INC3.0K shares11.91%2026-03-312026-04-29

Sponsored

EXR EXTRA SPACE STORAGE INC2.7K shares0.56%2026-03-312026-04-29

IFRA ISHARES TR6.1K shares-3.03%2026-03-312026-04-29

PFE PFIZER INC13.5K shares1.41%2026-03-312026-04-29

REXR REXFORD INDL RLTY INC10.0K shares0.57%2026-03-312026-04-29

MUB ISHARES TR3.3K shares0.76%2026-03-312026-04-29

IEF ISHARES TR3.7K shares32.93%2026-03-312026-04-29

SUB ISHARES TR3.2K shares0.62%2026-03-312026-04-29

SBAC SBA COMMUNICATIONS CORP1.6K shares-0.62%2026-03-312026-04-29

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC1.0K shares0.91%2026-03-312026-04-29

PEP PEPSICO INC2.1K shares0.85%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC3.0K shares0.93%2026-03-312026-04-29

IJR ISHARES TR2.3K shares2.57%2026-03-312026-04-29

URTH ISHARES INC1.6K shares0.00%2026-03-312026-04-29

WDC WESTERN DIGITAL CORP783 sharesnew addition2026-03-312026-04-29

IWD ISHARES TR1.4K shares0.00%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP972 shares40.06%2026-03-312026-04-29

Sponsored

DFAC DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-29

HYG ISHARES TR3.8K shares3.54%2026-03-312026-04-29

FGDL FRANKLIN TEMPLETON HOLDINGS4.8K shares-64.35%2026-03-312026-04-29

UNP UNION PAC CORP1.1K sharesnew addition2026-03-312026-04-29

VV VANGUARD INDEX FDS870 shares-11.76%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC2.6K shares7.91%2026-03-312026-04-29

IUSG ISHARES TR1.6K shares0.00%2026-03-312026-04-29

COLB COLUMBIA BKG SYS INC9.4K shares1.36%2026-03-312026-04-29

Sponsored

SUSL ISHARES TR2.2K shares2.46%2026-03-312026-04-29

V VISA INC897 shares-16.40%2026-03-312026-04-29

SNDK SANDISK CORP258 sharesnew addition2026-03-312026-04-29

EQIX EQUINIX INC252 sharesnew addition2026-03-312026-04-29

ABBV ABBVIE INC1.4K shares3.60%2026-03-312026-04-29

LOW LOWES COS INC1.1K sharesnew addition2026-03-312026-04-29

SCHM SCHWAB STRATEGIC TR7.9K shares0.00%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC987 shares3.03%2026-03-312026-04-29

Sponsored

VNQ VANGUARD INDEX FDS2.8K sharesnew addition2026-03-312026-04-29

MUST COLUMBIA ETF TR I12.7K shares0.44%2026-03-312026-04-29

IDEF BLACKROCK ETF TRUST7.9K sharesnew addition2026-03-312026-04-29

COP CONOCOPHILLIPS2.1K sharesnew addition2026-03-312026-04-29

FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2026-03-312026-04-29

SIVR ABRDN SILVER ETF TRUST3.6K shares-83.24%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS3.3K shares0.06%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO791 shares0.64%2026-03-312026-04-29

Sponsored

AMGN AMGEN INC726 shares1.82%2026-03-312026-04-29

SCI SERVICE CORP INTL2.8K shares0.00%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC5.2K shares-1.76%2026-03-312026-04-29

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D124 sharesnew addition2026-03-312026-04-29

VBR VANGUARD INDEX FDS1.0K shares8.73%2026-03-312026-04-29

VONG VANGUARD SCOTTSDALE FDS1.9K shares-7.71%2026-03-312026-04-29

ALL ALLSTATE CORP1.1K shares0.83%2026-03-312026-04-29

CF CF INDUSTRIES HOLD1.9K sharesnew addition2026-03-312026-04-29

Sponsored

GLW CORNING INC1.4K sharesnew addition2026-03-312026-04-29

LUV SOUTHWEST AIRLS CO6.1K shares0.03%2026-03-312026-04-29

HD HOME DEPOT INC698 shares1.90%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC693 sharesnew addition2026-03-312026-04-29

FDL FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2026-03-312026-04-29

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

EMR EMERSON ELEC CO1.6K shares-0.31%2026-03-312026-04-29

USMV ISHARES TR2.3K shares-4.77%2026-03-312026-04-29

Sponsored

XVV ISHARES TR3.9K shares0.00%2026-03-312026-04-29

A AGILENT TECHNOLOGIES INC1.8K shares0.79%2026-03-312026-04-29

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-29

SPYM

SPDR SERIES TRUST

26.18%

Shares534.8K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

-12.84%

Shares631.4K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

4.11%

Shares262.4K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

3.37%

Shares155.1K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

2.29%

Shares1.4M

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

1.93%

Shares570.9K

Event2026-03-31

Filed2026-04-29

CORO

BLACKROCK ETF TRUST

New

Shares743.3K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.91%

Shares114.6K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

4.06%

Shares236.2K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

890.95%

Shares907.5K

Event2026-03-31

Filed2026-04-29

XTEN

BONDBLOXX ETF TRUST

5.21%

Shares441.9K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

5.98%

Shares476.1K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

New

Shares229.4K

Event2026-03-31

Filed2026-04-29

IWY

ISHARES TR

2.26%

Shares58.8K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-37.02%

Shares214.9K

Event2026-03-31

Filed2026-04-29

THRO

BLACKROCK ETF TRUST

5.10%

Shares394.5K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

7.21%

Shares108.8K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

25.91%

Shares155.3K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.62%

Shares18.5K

Event2026-03-31

Filed2026-04-29

IWX

ISHARES TR

-1.30%

Shares131.2K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

-29.63%

Shares239.1K

Event2026-03-31

Filed2026-04-29

BLCR

BLACKROCK ETF TRUST

New

Shares263.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

1.27%

Shares46.0K

Event2026-03-31

Filed2026-04-29

TLT

ISHARES TR

1.35%

Shares134.3K

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

74.54%

Shares155.0K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

11.32%

Shares206.3K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

28.88%

Shares36.1K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

736.35%

Shares17.6K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

-1.51%

Shares33.2K

Event2026-03-31

Filed2026-04-29

LCTU

BLACKROCK ETF TRUST

-7.26%

Shares64.6K

Event2026-03-31

Filed2026-04-29

SUSC

ISHARES TR

0.64%

Shares202.4K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

-82.30%

Shares57.6K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

-49.55%

Shares12.5K

Event2026-03-31

Filed2026-04-29

EAGG

ISHARES TR

4.50%

Shares88.9K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

2.80%

Shares14.8K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-2.65%

Shares18.0K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

0.20%

Shares21.2K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-65.69%

Shares39.8K

Event2026-03-31

Filed2026-04-29

DSI

ISHARES TR

-8.89%

Shares26.8K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-26.36%

Shares40.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

86.57%

Shares12.9K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

16.30%

Shares7.9K

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

133.86%

Shares65.8K

Event2026-03-31

Filed2026-04-29

DLR

DIGITAL RLTY TR INC

38.33%

Shares15.0K

Event2026-03-31

Filed2026-04-29

USXF

ISHARES TR

-1.99%

Shares42.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

78.88%

Shares6.3K

Event2026-03-31

Filed2026-04-29

TLH

ISHARES TR

4.00%

Shares24.3K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

6.53%

Shares51.1K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

-2.09%

Shares5.8K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

1.11%

Shares16.6K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

-4.03%

Shares15.2K

Event2026-03-31

Filed2026-04-29

SYSB

ISHARES TR

-7.78%

Shares23.9K

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

-0.87%

Shares13.5K

Event2026-03-31

Filed2026-04-29

EMXC

ISHARES INC

-4.41%

Shares23.1K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

13.37%

Shares2.1K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

-2.22%

Shares40.1K

Event2026-03-31

Filed2026-04-29

ILCG

ISHARES TR

-2.80%

Shares18.2K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

6.22%

Shares8.1K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

2.30%

Shares15.2K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

0.39%

Shares19.7K

Event2026-03-31

Filed2026-04-29

IVLU

ISHARES TR

-1.42%

Shares41.2K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

EMGF

ISHARES INC

4.08%

Shares24.1K

Event2026-03-31

Filed2026-04-29

HASI

HA SUSTAINABLE INFRA CAP INC

0.07%

Shares38.9K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

1.51%

Shares1.9K

Event2026-03-31

Filed2026-04-29

EGP

EASTGROUP PPTYS INC

13.48%

Shares7.5K

Event2026-03-31

Filed2026-04-29

UPS

UNITED PARCEL SVCS INC

0.12%

Shares13.3K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

5.64%

Shares8.6K

Event2026-03-31

Filed2026-04-29

EVUS

ISHARES TR

-1.63%

Shares38.6K

Event2026-03-31

Filed2026-04-29

MKL

MARKEL GROUP INC

-0.29%

Shares677

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

21.29%

Shares1.9K

Event2026-03-31

Filed2026-04-29

DMXF

ISHARES TR

New

Shares15.8K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

4.24%

Shares7.3K

Event2026-03-31

Filed2026-04-29

ICVT

ISHARES TR

-33.21%

Shares11.3K

Event2026-03-31

Filed2026-04-29

ILCV

ISHARES TR

7.55%

Shares12.9K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

1.23%

Shares1.2K

Event2026-03-31

Filed2026-04-29

GNMA

ISHARES TR

-1.41%

Shares25.6K

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

3.36%

Shares1.7K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

29.77%

Shares3.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

1.15%

Shares4.3K

Event2026-03-31

Filed2026-04-29

ESGD

ISHARES TR

2.54%

Shares9.5K

Event2026-03-31

Filed2026-04-29