Sponsored

The Analysis of Investment Advisory Group, LLC's Holdings & P&L

Currently, Investment Advisory Group, LLC holds 194 types of securities in its portfolio with a total value $393.4M. In the most recent quarter, they have increased their positions in FBND (+27.3K shares, valued at $1.2M), DFUS (+16.3K shares, valued at $1.2M), CGDV (+24.6K shares, valued at $1.0M); decreased their positions in IJR (-4.5K shares, valued at $557.3K), XOM (-1.4K shares, valued at $244.5K), SCHD (-4.0K shares, valued at $121.7K); initiated new positions in AVUS (+2.5K shares, valued at $278.5K), N/A (+1.1K shares, valued at $239.1K), CAT (+333 shares, valued at $236.0K).

1M P&L

-3.0M-0.73%

3M P&L

-149.9M-26.57%

HY P&L

-132.0M-24.16%

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/A325.2M

86.2%

2Consumer Electronics7.8M

2.1%

3Software - Infrastructure5.7M

1.5%

Top Industries by Stock Count

1N/A126 stocks

69.2%

2Semiconductors6 stocks

3.3%

3Drug Manufacturers - General5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS187.9K shares1.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS60.9K shares2.78%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST603.7K shares1.01%2026-03-312026-04-22

IVV ISHARES TR24.2K shares2.30%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST201.0K shares8.81%2026-03-312026-04-22

IJR ISHARES TR114.6K shares-3.77%2026-03-312026-04-22

IVW ISHARES TR89.3K shares3.88%2026-03-312026-04-22

VTV VANGUARD INDEX FDS41.5K shares-0.28%2026-03-312026-04-22

Sponsored

AAPL APPLE INC30.7K shares-1.10%2026-03-312026-04-22

AOM ISHARES TR149.3K shares2.83%2026-03-312026-04-22

ITOT ISHARES TR49.5K shares16.01%2026-03-312026-04-22

USMV ISHARES TR66.2K shares-0.60%2026-03-312026-04-22

DFAX DIMENSIONAL ETF TRUST176.1K shares-0.94%2026-03-312026-04-22

IJH ISHARES TR87.7K shares-1.67%2026-03-312026-04-22

AOK ISHARES TR147.3K shares2.00%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS26.7K shares-0.10%2026-03-312026-04-22

Sponsored

VYMI VANGUARD WHITEHALL FDS59.3K shares5.33%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR67.9K shares11.42%2026-03-312026-04-22

AMZN AMAZON COM INC24.4K shares1.20%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST98.2K shares0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS14.5K shares6.62%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR98.5K shares38.40%2026-03-312026-04-22

MSFT MICROSOFT CORP11.9K shares2.60%2026-03-312026-04-22

DCOR DIMENSIONAL ETF TRUST58.9K shares13.84%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS6.9K shares3.28%2026-03-312026-04-22

ISTB ISHARES TR83.5K shares15.35%2026-03-312026-04-22

IGSB ISHARES TR73.2K shares5.88%2026-03-312026-04-22

IVE ISHARES TR18.0K shares0.46%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR6.4K shares3.86%2026-03-312026-04-22

VPLS VANGUARD MALVERN FDS47.2K shares19.42%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST50.0K shares-3.02%2026-03-312026-04-22

SHY ISHARES TR38.1K shares1.49%2026-03-312026-04-22

Sponsored

VB VANGUARD INDEX FDS11.8K shares-0.63%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR98.2K shares-3.88%2026-03-312026-04-22

IUSB ISHARES TR63.3K shares1.64%2026-03-312026-04-22

PG PROCTER & GAMBLE CO19.4K shares-1.52%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE59.9K shares69.46%2026-03-312026-04-22

IEFA ISHARES TR27.9K shares0.82%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS42.1K shares-3.09%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS33.3K shares6.46%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION13.8K shares1.03%2026-03-312026-04-22

HDV ISHARES TR17.6K shares-0.30%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST44.8K shares7.40%2026-03-312026-04-22

IWF ISHARES TR5.4K shares0.06%2026-03-312026-04-22

ALPHABET INC ALPHABET INC7.9K shares4.17%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 403.6K shares-2.99%2026-03-312026-04-22

TSLA TESLA INC5.6K shares-2.75%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS25.4K shares1.95%2026-03-312026-04-22

Sponsored

VNQ VANGUARD INDEX FDS22.6K shares-2.19%2026-03-312026-04-22

XOM EXXON MOBIL CORP11.6K shares-11.04%2026-03-312026-04-22

DVY ISHARES TR12.8K shares-0.12%2026-03-312026-04-22

ALPHABET INC ALPHABET INC6.6K shares1.58%2026-03-312026-04-22

VTHR VANGUARD SCOTTSDALE FDS6.5K shares3.89%2026-03-312026-04-22

VXUS VANGUARD STAR FDS24.2K shares4.27%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares4.41%2026-03-312026-04-22

META META PLATFORMS INC3.1K shares-0.29%2026-03-312026-04-22

Sponsored

LQD ISHARES TR15.8K shares0.11%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T2.6K shares2.70%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST44.7K shares8.54%2026-03-312026-04-22

IYW ISHARES TR8.7K shares2.31%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS25.3K shares20.81%2026-03-312026-04-22

SDSI AMERICAN CENTY ETF TR29.0K shares75.76%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS23.0K shares3.52%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR59.1K shares57.04%2026-03-312026-04-22

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI3.0K shares4.89%2026-03-312026-04-22

O REALTY INCOME CORP23.0K shares-4.10%2026-03-312026-04-22

GLD SPDR GOLD TR3.2K shares1.26%2026-03-312026-04-22

FELV FIDELITY COVINGTON TRUST35.8K shares-4.38%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO4.1K shares0.59%2026-03-312026-04-22

IWD ISHARES TR5.6K shares-7.89%2026-03-312026-04-22

VOOG VANGUARD ADMIRAL FDS INC2.8K shares0.14%2026-03-312026-04-22

DFCF DIMENSIONAL ETF TRUST27.0K shares5.17%2026-03-312026-04-22

Sponsored

VO VANGUARD INDEX FDS4.0K shares13.73%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.5K shares1.10%2026-03-312026-04-22

ABBV ABBVIE INC4.9K shares3.45%2026-03-312026-04-22

PYLD PIMCO ETF TR39.6K shares13.95%2026-03-312026-04-22

QUAL ISHARES TR5.4K shares-0.39%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F18.9K shares-4.21%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST21.8K shares-1.80%2026-03-312026-04-22

PLD PROLOGIS INC.7.3K shares0.00%2026-03-312026-04-22

Sponsored

DGRO ISHARES TR13.8K shares0.14%2026-03-312026-04-22

WELL WELLTOWER INC4.8K shares-2.09%2026-03-312026-04-22

AGG ISHARES TR9.3K shares1.20%2026-03-312026-04-22

FBCG FIDELITY COVINGTON TRUST17.7K shares-1.17%2026-03-312026-04-22

PFF ISHARES TR29.2K shares0.25%2026-03-312026-04-22

LLY ELI LILLY & CO908 shares3.89%2026-03-312026-04-22

NEAR ISHARES U S ETF TR16.3K shares-9.97%2026-03-312026-04-22

DFSU DIMENSIONAL ETF TRUST20.1K shares0.00%2026-03-312026-04-22

Sponsored

XLF SELECT SECTOR SPDR TR16.6K shares-8.56%2026-03-312026-04-22

WMT WALMART INC6.1K shares9.21%2026-03-312026-04-22

RTX RTX CORPORATION3.9K shares0.46%2026-03-312026-04-22

AMGN AMGEN INC2.1K shares0.19%2026-03-312026-04-22

XLP SELECT SECTOR SPDR TR8.7K shares-2.99%2026-03-312026-04-22

IXUS ISHARES TR7.9K shares3.14%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS2.8K shares1.34%2026-03-312026-04-22

MTUM ISHARES TR2.8K shares0.00%2026-03-312026-04-22

Sponsored

IWR ISHARES TR6.8K shares-13.17%2026-03-312026-04-22

SDY SPDR SERIES TRUST4.5K shares0.00%2026-03-312026-04-22

CMF ISHARES TR11.4K shares0.00%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST16.2K shares40.17%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS7.4K shares7.89%2026-03-312026-04-22

SLV ISHARES SILVER TR8.0K shares0.26%2026-03-312026-04-22

SLQD ISHARES TR10.7K shares7.02%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC3.7K shares7.39%2026-03-312026-04-22

Sponsored

T AT&T INC18.5K shares8.27%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION536 shares17.03%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC10.6K shares0.45%2026-03-312026-04-22

DFSI DIMENSIONAL ETF TRUST12.3K shares0.00%2026-03-312026-04-22

MUB ISHARES TR4.8K shares0.00%2026-03-312026-04-22

FDVV FIDELITY COVINGTON TRUST9.2K shares-3.03%2026-03-312026-04-22

CSCO CISCO SYS INC6.4K shares0.92%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR5.6K shares-7.44%2026-03-312026-04-22

Sponsored

BOND PIMCO ETF TR5.3K shares0.00%2026-03-312026-04-22

WAT WATERS CORP1.6K shares2.50%2026-03-312026-04-22

BAC BANK AMERICA CORP9.6K shares-4.19%2026-03-312026-04-22

IEMG ISHARES INC6.5K shares1.36%2026-03-312026-04-22

IUSV ISHARES TR4.4K shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC6.7K shares8.41%2026-03-312026-04-22

NOBL PROSHARES TR4.0K shares-6.67%2026-03-312026-04-22

NBBK NB BANCORP INC20.0K shares0.00%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION2.0K shares11.26%2026-03-312026-04-22

EEM ISHARES TR7.3K shares61.19%2026-03-312026-04-22

FTNT FORTINET INC5.1K shares0.34%2026-03-312026-04-22

HELO J P MORGAN EXCHANGE TRADED F6.5K shares7.44%2026-03-312026-04-22

IYR ISHARES TR4.3K shares3.89%2026-03-312026-04-22

SPHY SPDR SERIES TRUST17.1K shares13.50%2026-03-312026-04-22

AVSF AMERICAN CENTY ETF TR8.5K shares0.00%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS5.0K shares15.74%2026-03-312026-04-22

Sponsored

LINDE PLC LINDE PLC785 shares1.55%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.9K shares1.55%2026-03-312026-04-22

DFLV DIMENSIONAL ETF TRUST10.8K shares0.02%2026-03-312026-04-22

STT STATE STR CORP3.1K shares0.49%2026-03-312026-04-22

IWN ISHARES TR2.0K shares0.91%2026-03-312026-04-22

WM WASTE MGMT INC DEL1.6K shares0.87%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC1.1K shares-16.04%2026-03-312026-04-22

EFV ISHARES TR5.0K shares0.44%2026-03-312026-04-22

Sponsored

SUB ISHARES TR3.5K shares0.00%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR3.3K shares3.11%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F4.7K shares1.07%2026-03-312026-04-22

IHY VANECK ETF TRUST16.2K shares1.48%2026-03-312026-04-22

IGEB ISHARES TR7.6K shares0.00%2026-03-312026-04-22

IYF ISHARES TR2.8K shares3.72%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR5.1K shares-2.84%2026-03-312026-04-22

ORCL ORACLE CORP2.1K shares2.74%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO3.9K shares-2.59%2026-03-312026-04-22

DFAW DIMENSIONAL ETF TRUST4.2K shares0.02%2026-03-312026-04-22

IWO ISHARES TR977 shares11.91%2026-03-312026-04-22

DFNM DIMENSIONAL ETF TRUST6.2K shares5.48%2026-03-312026-04-22

PWB INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.0K shares17.28%2026-03-312026-04-22

IEF ISHARES TR3.0K shares1.38%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO950 shares0.21%2026-03-312026-04-22

Sponsored

NOC NORTHROP GRUMMAN CORP419 shares-1.41%2026-03-312026-04-22

MINT PIMCO ETF TR2.8K shares0.18%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC834 shares0.00%2026-03-312026-04-22

ABT ABBOTT LABORATORIES2.7K shares-15.79%2026-03-312026-04-22

GILD GILEAD SCIENCES INC2.0K shares1.67%2026-03-312026-04-22

V VISA INC922 shares-10.40%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR2.5K sharesnew addition2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.2K shares2.84%2026-03-312026-04-22

Sponsored

IDEV ISHARES TR3.2K shares23.21%2026-03-312026-04-22

MA MASTERCARD INCORPORATED523 shares2.75%2026-03-312026-04-22

MMM 3M CO1.8K shares0.84%2026-03-312026-04-22

TIP ISHARES TR2.3K shares0.00%2026-03-312026-04-22

FELC FIDELITY COVINGTON TRUST7.0K shares0.00%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO929 shares0.00%2026-03-312026-04-22

INTC INTEL CORP5.6K shares1.83%2026-03-312026-04-22

KORP AMERICAN CENTY ETF TR5.2K shares0.00%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC729 shares3.70%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-22

FLV AMERICAN CENTY ETF TR3.1K shares0.00%2026-03-312026-04-22

ESGV VANGUARD WORLD FD2.1K shares0.96%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.1K shares7.74%2026-03-312026-04-22

CAT CATERPILLAR INC333 sharesnew addition2026-03-312026-04-22

VALQ AMERICAN CENTY ETF TR3.6K shares0.00%2026-03-312026-04-22

KO COCA COLA CO3.1K sharesnew addition2026-03-312026-04-22

Sponsored

BROADCOM INC BROADCOM INC744 shares15.17%2026-03-312026-04-22

ADI ANALOG DEVICES INC719 sharesnew addition2026-03-312026-04-22

VOT VANGUARD INDEX FDS882 shares0.00%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-04-22

TAXF AMERICAN CENTY ETF TR4.5K shares0.00%2026-03-312026-04-22

SYK STRYKER CORPORATION684 shares0.44%2026-03-312026-04-22

FLOT ISHARES TR4.4K shares0.00%2026-03-312026-04-22

QINT AMERICAN CENTY ETF TR3.3K sharesnew addition2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP629 shares0.48%2026-03-312026-04-22

VBK VANGUARD INDEX FDS694 shares-14.11%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-04-22

ES EVERSOURCE ENERGY3.0K shares-2.13%2026-03-312026-04-22

EWX SPDR INDEX SHS FDS3.1K shares1.18%2026-03-312026-04-22

RGEN REPLIGEN CORP1.7K shares-0.17%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-04-22

IUSG ISHARES TR1.3K shares4.87%2026-03-312026-04-22

Sponsored

JFR NUVEEN FLOATING RATE INCOME18.0K shares0.00%2026-03-312026-04-22

EOSE EOS ENERGY ENTERPRISES INC23.3K shares0.02%2026-03-312026-04-22

VYM

VANGUARD WHITEHALL FDS

1.00%

Shares187.9K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

2.78%

Shares60.9K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

1.01%

Shares603.7K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

2.30%

Shares24.2K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

8.81%

Shares201.0K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-3.77%

Shares114.6K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

3.88%

Shares89.3K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

-0.28%

Shares41.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-1.10%

Shares30.7K

Event2026-03-31

Filed2026-04-22

AOM

ISHARES TR

2.83%

Shares149.3K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

16.01%

Shares49.5K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-0.60%

Shares66.2K

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL ETF TRUST

-0.94%

Shares176.1K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-1.67%

Shares87.7K

Event2026-03-31

Filed2026-04-22

AOK

ISHARES TR

2.00%

Shares147.3K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.10%

Shares26.7K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

5.33%

Shares59.3K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

11.42%

Shares67.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.20%

Shares24.4K

Event2026-03-31

Filed2026-04-22

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares98.2K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

6.62%

Shares14.5K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

38.40%

Shares98.5K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.60%

Shares11.9K

Event2026-03-31

Filed2026-04-22

DCOR

DIMENSIONAL ETF TRUST

13.84%

Shares58.9K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

3.28%

Shares6.9K

Event2026-03-31

Filed2026-04-22

ISTB

ISHARES TR

15.35%

Shares83.5K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

5.88%

Shares73.2K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

0.46%

Shares18.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

3.86%

Shares6.4K

Event2026-03-31

Filed2026-04-22

VPLS

VANGUARD MALVERN FDS

19.42%

Shares47.2K

Event2026-03-31

Filed2026-04-22

DFAS

DIMENSIONAL ETF TRUST

-3.02%

Shares50.0K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

1.49%

Shares38.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-0.63%

Shares11.8K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-3.88%

Shares98.2K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

1.64%

Shares63.3K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-1.52%

Shares19.4K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

69.46%

Shares59.9K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

0.82%

Shares27.9K

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

-3.09%

Shares42.1K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

6.46%

Shares33.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

1.03%

Shares13.8K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

-0.30%

Shares17.6K

Event2026-03-31

Filed2026-04-22

DFIV

DIMENSIONAL ETF TRUST

7.40%

Shares44.8K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.06%

Shares5.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

4.17%

Shares7.9K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

-2.99%

Shares3.6K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

-2.75%

Shares5.6K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

1.95%

Shares25.4K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

-2.19%

Shares22.6K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-11.04%

Shares11.6K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

-0.12%

Shares12.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

1.58%

Shares6.6K

Event2026-03-31

Filed2026-04-22

VTHR

VANGUARD SCOTTSDALE FDS

3.89%

Shares6.5K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

4.27%

Shares24.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

4.41%

Shares3.8K

Event2026-03-31

Filed2026-04-22