Sponsored

The Analysis of Ironwood Financial, llc's Holdings & P&L

Currently, Ironwood Financial, llc holds 168 types of securities in its portfolio with a total value $572.7M. In the most recent quarter, they have increased their positions in VUG (+7.2K shares, valued at $3.2M), VTI (+2.2K shares, valued at $695.5K), IBDX (+23.8K shares, valued at $600.9K); decreased their positions in BSCQ (-86.7K shares, valued at $1.7M), AAPL (-5.5K shares, valued at $1.4M), BSJQ (-27.3K shares, valued at $633.7K); initiated new positions in FIDU (+6.1K shares, valued at $530.6K), XOM (+1.7K shares, valued at $287.7K), CVX (+1.1K shares, valued at $221.5K).

1M P&L

+1.5M+0.26%

3M P&L

-34.5M-5.54%

HY P&L

-14.4M-2.39%

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/A445.4M

82.2%

2Consumer Electronics38.2M

7.1%

3Drug Manufacturers - General12.0M

2.2%

Top Industries by Stock Count

1N/A107 stocks

67.7%

2Drug Manufacturers - General7 stocks

4.4%

3Semiconductors3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR106.0K shares0.26%2026-03-312026-04-16

AAPL APPLE INC150.6K shares-3.51%2026-03-312026-04-16

IJH ISHARES TR370.1K shares0.80%2026-03-312026-04-16

IVE ISHARES TR96.9K shares-1.07%2026-03-312026-04-16

IJR ISHARES TR134.5K shares1.81%2026-03-312026-04-16

IVW ISHARES TR146.1K shares-1.60%2026-03-312026-04-16

IBDU ISHARES TR559.1K shares4.08%2026-03-312026-04-16

VTI VANGUARD INDEX FDS38.7K shares5.93%2026-03-312026-04-16

Sponsored

EUSA ISHARES INC119.7K shares-0.99%2026-03-312026-04-16

IBDV ISHARES TR555.7K shares4.25%2026-03-312026-04-16

IBDW ISHARES TR569.4K shares4.42%2026-03-312026-04-16

BSCS INVESCO EXCH TRD SLF IDX FD512.7K shares0.11%2026-03-312026-04-16

BSCR INVESCO EXCH TRD SLF IDX FD516.5K shares-1.44%2026-03-312026-04-16

IBDX ISHARES TR379.7K shares6.68%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T48.6K shares5.53%2026-03-312026-04-16

BSJQ INVESCO EXCH TRD SLF IDX FD399.4K shares-6.41%2026-03-312026-04-16

Sponsored

VV VANGUARD INDEX FDS29.6K shares4.31%2026-03-312026-04-16

IBHH ISHARES TR365.3K shares5.55%2026-03-312026-04-16

EFA ISHARES TR84.4K shares-0.15%2026-03-312026-04-16

BSJR INVESCO EXCH TRD SLF IDX FD366.0K shares-1.16%2026-03-312026-04-16

IBDR ISHARES TR325.9K shares-3.13%2026-03-312026-04-16

ITOT ISHARES TR51.4K shares0.51%2026-03-312026-04-16

BSCQ INVESCO EXCH TRD SLF IDX FD364.2K shares-19.24%2026-03-312026-04-16

IBDS ISHARES TR281.1K shares7.53%2026-03-312026-04-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS105.9K shares5.20%2026-03-312026-04-16

AMZN AMAZON COM INC31.2K shares0.00%2026-03-312026-04-16

IJS ISHARES TR54.1K shares-1.24%2026-03-312026-04-16

IBDT ISHARES TR243.6K shares8.17%2026-03-312026-04-16

VUG VANGUARD INDEX FDS13.7K shares112.02%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F42.2K shares7.07%2026-03-312026-04-16

ALPHABET INC ALPHABET INC20.2K shares-0.06%2026-03-312026-04-16

ALPHABET INC ALPHABET INC18.8K shares0.05%2026-03-312026-04-16

Sponsored

IJJ ISHARES TR40.2K shares-1.68%2026-03-312026-04-16

DVY ISHARES TR34.1K shares-2.66%2026-03-312026-04-16

LLY ELI LILLY & CO5.2K shares0.00%2026-03-312026-04-16

MSFT MICROSOFT CORP12.8K shares0.62%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO15.6K shares0.08%2026-03-312026-04-16

AGG ISHARES TR43.7K shares-1.97%2026-03-312026-04-16

HYG ISHARES TR50.2K shares-1.47%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR6.9K shares-0.13%2026-03-312026-04-16

Sponsored

COST COSTCO WHOLESALE CORPORATION3.8K shares0.45%2026-03-312026-04-16

CENCORA INC CENCORA INC11.9K shares0.00%2026-03-312026-04-16

IBHG ISHARES TR165.5K shares7.11%2026-03-312026-04-16

VTV VANGUARD INDEX FDS17.4K shares14.64%2026-03-312026-04-16

IJK ISHARES TR33.9K shares1.40%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F45.3K shares9.51%2026-03-312026-04-16

IBHF ISHARES TR131.0K shares4.55%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T4.4K shares-1.34%2026-03-312026-04-16

Sponsored

HDV ISHARES TR20.8K shares2.99%2026-03-312026-04-16

BSCT INVESCO EXCH TRD SLF IDX FD145.2K shares-0.04%2026-03-312026-04-16

LQD ISHARES TR23.9K shares-0.58%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS10.6K shares0.09%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON9.9K shares0.00%2026-03-312026-04-16

IBHI ISHARES TR103.9K shares17.28%2026-03-312026-04-16

RTX RTX CORPORATION12.1K shares0.00%2026-03-312026-04-16

BSJS INVESCO EXCH TRD SLF IDX FD105.7K shares-0.83%2026-03-312026-04-16

Sponsored

VO VANGUARD INDEX FDS7.7K shares3.45%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR18.2K shares4.44%2026-03-312026-04-16

SCHM SCHWAB STRATEGIC TR64.9K shares-0.72%2026-03-312026-04-16

AMGN AMGEN INC5.7K shares0.00%2026-03-312026-04-16

VB VANGUARD INDEX FDS7.4K shares2.21%2026-03-312026-04-16

INTU INTUIT4.3K shares0.00%2026-03-312026-04-16

LOW LOWES COS INC7.4K shares0.00%2026-03-312026-04-16

IJT ISHARES TR11.9K shares-2.07%2026-03-312026-04-16

Sponsored

VOE VANGUARD INDEX FDS9.1K shares3.54%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR27.0K shares9.32%2026-03-312026-04-16

IWF ISHARES TR3.9K shares-2.32%2026-03-312026-04-16

IWO ISHARES TR5.0K shares-3.07%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR60.6K shares-1.59%2026-03-312026-04-16

BSCU INVESCO EXCH TRD SLF IDX FD91.4K shares0.32%2026-03-312026-04-16

MCD MCDONALDS CORP4.9K shares0.00%2026-03-312026-04-16

VBK VANGUARD INDEX FDS4.9K shares4.08%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC4.5K shares0.27%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR26.5K shares-8.81%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR44.7K shares-0.15%2026-03-312026-04-16

NVDA NVIDIA CORPORATION7.3K shares2.77%2026-03-312026-04-16

ZION ZIONS BANCORPORATION NATL AS20.6K shares0.00%2026-03-312026-04-16

WMT WALMART INC9.1K shares0.00%2026-03-312026-04-16

VOT VANGUARD INDEX FDS4.3K shares5.54%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR35.4K shares10.47%2026-03-312026-04-16

Sponsored

DFAS DIMENSIONAL ETF TRUST15.0K shares0.00%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR42.7K shares-0.07%2026-03-312026-04-16

SOXX ISHARES TR3.2K shares0.47%2026-03-312026-04-16

IYE ISHARES TR15.1K shares-0.02%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR37.5K shares-1.43%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP9.8K shares0.00%2026-03-312026-04-16

PFE PFIZER INC32.5K shares-0.58%2026-03-312026-04-16

IETC ISHARES U S ETF TR10.3K shares-0.01%2026-03-312026-04-16

Sponsored

SPYV SPDR SERIES TRUST15.6K shares0.00%2026-03-312026-04-16

HON HONEYWELL INTL INC3.8K shares0.00%2026-03-312026-04-16

IXN ISHARES TR8.3K shares0.00%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.07%2026-03-312026-04-16

IWR ISHARES TR8.3K shares0.00%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR26.3K shares-5.17%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-03-312026-04-16

YUM YUM BRANDS INC4.9K shares0.00%2026-03-312026-04-16

Sponsored

DFIV DIMENSIONAL ETF TRUST14.2K shares0.00%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-1.09%2026-03-312026-04-16

IWM ISHARES TR3.0K shares-2.36%2026-03-312026-04-16

IDV ISHARES TR16.2K shares-4.05%2026-03-312026-04-16

SNA SNAP ON INC1.9K shares0.00%2026-03-312026-04-16

ABBV ABBVIE INC3.0K shares-1.77%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC5.4K shares0.00%2026-03-312026-04-16

BIIB BIOGEN INC3.5K shares0.00%2026-03-312026-04-16

Sponsored

IYF ISHARES TR5.5K shares-2.90%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST8.9K shares0.00%2026-03-312026-04-16

ORCL ORACLE CORP4.2K shares0.02%2026-03-312026-04-16

IEFA ISHARES TR6.5K shares-0.81%2026-03-312026-04-16

BA BOEING CO2.9K shares0.00%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO9.1K shares0.00%2026-03-312026-04-16

BSCV INVESCO EXCH TRD SLF IDX FD32.4K shares2.21%2026-03-312026-04-16

FIDU FIDELITY COVINGTON TRUST6.1K sharesnew addition2026-03-312026-04-16

Sponsored

GLD SPDR GOLD TR1.1K shares-1.06%2026-03-312026-04-16

VIOO VANGUARD ADMIRAL FDS INC4.0K shares0.00%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR15.8K shares0.45%2026-03-312026-04-16

SPYM SPDR SERIES TRUST6.0K shares0.00%2026-03-312026-04-16

PEJ INVESCO EXCHANGE TRADED FD T7.8K shares-1.99%2026-03-312026-04-16

SLV ISHARES SILVER TR6.6K shares-14.98%2026-03-312026-04-16

OXY OCCIDENTAL PETE CORP6.8K shares1.36%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-04-16

Sponsored

IBDY ISHARES TR16.7K shares102.66%2026-03-312026-04-16

CMCSA COMCAST CORP NEW14.9K shares1.02%2026-03-312026-04-16

EEM ISHARES TR7.3K shares-0.33%2026-03-312026-04-16

ONEQ FIDELITY COMWLTH TR4.6K shares0.00%2026-03-312026-04-16

VGT VANGUARD WORLD FD540 shares0.00%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS1.7K shares3.11%2026-03-312026-04-16

TSLA TESLA INC936 shares0.00%2026-03-312026-04-16

BSJT INVESCO EXCH TRD SLF IDX FD16.5K shares-6.65%2026-03-312026-04-16

Sponsored

SPYG SPDR SERIES TRUST3.5K shares0.58%2026-03-312026-04-16

CART MAPLEBEAR INC9.0K shares-5.24%2026-03-312026-04-16

NLR VANECK ETF TRUST2.5K shares41.19%2026-03-312026-04-16

SPYX SPDR SERIES TRUST5.9K shares0.02%2026-03-312026-04-16

IGV ISHARES TR3.9K shares13.95%2026-03-312026-04-16

SYK STRYKER CORPORATION939 shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO3.2K shares0.00%2026-03-312026-04-16

ITA ISHARES TR1.4K shares-6.08%2026-03-312026-04-16

Sponsored

SPMD SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-04-16

TQQQ PROSHARES TR7.2K shares6.92%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP1.1K shares0.00%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.8K shares1.81%2026-03-312026-04-16

XOM EXXON MOBIL CORP1.7K sharesnew addition2026-03-312026-04-16

PEP PEPSICO INC1.9K shares2.78%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR2.6K shares-0.19%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC482 shares0.00%2026-03-312026-04-16

GSK PLC GSK PLC5.0K shares0.00%2026-03-312026-04-16

SCHK SCHWAB STRATEGIC TR8.8K shares0.00%2026-03-312026-04-16

PBT PERMIAN BASIN RTY TR12.3K shares0.00%2026-03-312026-04-16

IEDI ISHARES U S ETF TR4.9K shares-1.17%2026-03-312026-04-16

PFF ISHARES TR8.7K shares-12.57%2026-03-312026-04-16

SPSM SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-04-16

INTC INTEL CORP5.9K shares0.05%2026-03-312026-04-16

Sponsored

DFAC DIMENSIONAL ETF TRUST6.5K shares0.00%2026-03-312026-04-16

IEV ISHARES TR3.7K shares-5.35%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC860 shares0.00%2026-03-312026-04-16

PSMT PRICESMART INC1.7K shares0.00%2026-03-312026-04-16

OHI OMEGA HEALTHCARE INVS INC5.6K shares0.02%2026-03-312026-04-16

WFC WELLS FARGO & CO3.0K shares0.40%2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II999 shares0.00%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.2K shares-11.43%2026-03-312026-04-16

Sponsored

V VISA INC765 shares-0.39%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST3.7K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-16

YUMC YUM CHINA HLDGS INC4.5K shares0.00%2026-03-312026-04-16

MKL MARKEL GROUP INC114 shares0.00%2026-03-312026-04-16

AMH AMERICAN HOMES 4 RENT7.8K shares-1.22%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS4.5K shares0.00%2026-03-312026-04-16

NB NIOCORP DEVS LTD11.0K sharesnew addition2026-03-312026-04-16

Sponsored

IVV

ISHARES TR

0.26%

Shares106.0K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-3.51%

Shares150.6K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

0.80%

Shares370.1K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

-1.07%

Shares96.9K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

1.81%

Shares134.5K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-1.60%

Shares146.1K

Event2026-03-31

Filed2026-04-16

IBDU

ISHARES TR

4.08%

Shares559.1K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

5.93%

Shares38.7K

Event2026-03-31

Filed2026-04-16

EUSA

ISHARES INC

-0.99%

Shares119.7K

Event2026-03-31

Filed2026-04-16

IBDV

ISHARES TR

4.25%

Shares555.7K

Event2026-03-31

Filed2026-04-16

IBDW

ISHARES TR

4.42%

Shares569.4K

Event2026-03-31

Filed2026-04-16

BSCS

INVESCO EXCH TRD SLF IDX FD

0.11%

Shares512.7K

Event2026-03-31

Filed2026-04-16

BSCR

INVESCO EXCH TRD SLF IDX FD

-1.44%

Shares516.5K

Event2026-03-31

Filed2026-04-16

IBDX

ISHARES TR

6.68%

Shares379.7K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

5.53%

Shares48.6K

Event2026-03-31

Filed2026-04-16

BSJQ

INVESCO EXCH TRD SLF IDX FD

-6.41%

Shares399.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

4.31%

Shares29.6K

Event2026-03-31

Filed2026-04-16

IBHH

ISHARES TR

5.55%

Shares365.3K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

-0.15%

Shares84.4K

Event2026-03-31

Filed2026-04-16

BSJR

INVESCO EXCH TRD SLF IDX FD

-1.16%

Shares366.0K

Event2026-03-31

Filed2026-04-16

IBDR

ISHARES TR

-3.13%

Shares325.9K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

0.51%

Shares51.4K

Event2026-03-31

Filed2026-04-16

BSCQ

INVESCO EXCH TRD SLF IDX FD

-19.24%

Shares364.2K

Event2026-03-31

Filed2026-04-16

IBDS

ISHARES TR

7.53%

Shares281.1K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

5.20%

Shares105.9K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-16

IJS

ISHARES TR

-1.24%

Shares54.1K

Event2026-03-31

Filed2026-04-16

IBDT

ISHARES TR

8.17%

Shares243.6K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

112.02%

Shares13.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INTL EQUITY INDEX F

7.07%

Shares42.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.06%

Shares20.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.05%

Shares18.8K

Event2026-03-31

Filed2026-04-16

IJJ

ISHARES TR

-1.68%

Shares40.2K

Event2026-03-31

Filed2026-04-16

DVY

ISHARES TR

-2.66%

Shares34.1K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

0.62%

Shares12.8K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.08%

Shares15.6K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-1.97%

Shares43.7K

Event2026-03-31

Filed2026-04-16

HYG

ISHARES TR

-1.47%

Shares50.2K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-0.13%

Shares6.9K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

0.45%

Shares3.8K

Event2026-03-31

Filed2026-04-16

CENCORA INC

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-16

IBHG

ISHARES TR

7.11%

Shares165.5K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

14.64%

Shares17.4K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES TR

1.40%

Shares33.9K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

9.51%

Shares45.3K

Event2026-03-31

Filed2026-04-16

IBHF

ISHARES TR

4.55%

Shares131.0K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-1.34%

Shares4.4K

Event2026-03-31

Filed2026-04-16

HDV

ISHARES TR

2.99%

Shares20.8K

Event2026-03-31

Filed2026-04-16

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.04%

Shares145.2K

Event2026-03-31

Filed2026-04-16

LQD

ISHARES TR

-0.58%

Shares23.9K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

0.09%

Shares10.6K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-16

IBHI

ISHARES TR

17.28%

Shares103.9K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-16

BSJS

INVESCO EXCH TRD SLF IDX FD

-0.83%

Shares105.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

3.45%

Shares7.7K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

4.44%

Shares18.2K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

-0.72%

Shares64.9K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

2.21%

Shares7.4K

Event2026-03-31

Filed2026-04-16

INTU

INTUIT

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-16

IJT

ISHARES TR

-2.07%

Shares11.9K

Event2026-03-31

Filed2026-04-16

VOE

VANGUARD INDEX FDS

3.54%

Shares9.1K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

9.32%

Shares27.0K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-2.32%

Shares3.9K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

-3.07%

Shares5.0K

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

-1.59%

Shares60.6K

Event2026-03-31

Filed2026-04-16

BSCU

INVESCO EXCH TRD SLF IDX FD

0.32%

Shares91.4K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-16

VBK

VANGUARD INDEX FDS

4.08%

Shares4.9K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

0.27%

Shares4.5K

Event2026-03-31

Filed2026-04-16

XLF

SELECT SECTOR SPDR TR

-8.81%

Shares26.5K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

-0.15%

Shares44.7K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.77%

Shares7.3K

Event2026-03-31

Filed2026-04-16

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-16

VOT

VANGUARD INDEX FDS

5.54%

Shares4.3K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

10.47%

Shares35.4K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

-0.07%

Shares42.7K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES TR

0.47%

Shares3.2K

Event2026-03-31

Filed2026-04-16

IYE

ISHARES TR

-0.02%

Shares15.1K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

-1.43%

Shares37.5K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-0.58%

Shares32.5K

Event2026-03-31

Filed2026-04-16

IETC

ISHARES U S ETF TR

-0.01%

Shares10.3K

Event2026-03-31

Filed2026-04-16

SPYV

SPDR SERIES TRUST

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-16

IXN

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

-5.17%

Shares26.3K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-16

YUM

YUM BRANDS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-1.09%

Shares1.5K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

-2.36%

Shares3.0K

Event2026-03-31

Filed2026-04-16

IDV

ISHARES TR

-4.05%

Shares16.2K

Event2026-03-31

Filed2026-04-16

SNA

SNAP ON INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-1.77%

Shares3.0K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-16

BIIB

BIOGEN INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-16

IYF

ISHARES TR

-2.90%

Shares5.5K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

0.02%

Shares4.2K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-0.81%

Shares6.5K

Event2026-03-31

Filed2026-04-16

BOEING CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-16

BSCV

INVESCO EXCH TRD SLF IDX FD

2.21%

Shares32.4K

Event2026-03-31

Filed2026-04-16

FIDU

FIDELITY COVINGTON TRUST

New

Shares6.1K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-1.06%

Shares1.1K

Event2026-03-31

Filed2026-04-16

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

0.45%

Shares15.8K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

PEJ

INVESCO EXCHANGE TRADED FD T

-1.99%

Shares7.8K

Event2026-03-31

Filed2026-04-16

SLV

ISHARES SILVER TR

-14.98%

Shares6.6K

Event2026-03-31

Filed2026-04-16

OXY

OCCIDENTAL PETE CORP

1.36%

Shares6.8K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-16

IBDY

ISHARES TR

102.66%

Shares16.7K

Event2026-03-31

Filed2026-04-16

CMCSA

COMCAST CORP NEW

1.02%

Shares14.9K

Event2026-03-31

Filed2026-04-16

EEM

ISHARES TR

-0.33%

Shares7.3K

Event2026-03-31

Filed2026-04-16

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

0.00%

Shares540

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

3.11%

Shares1.7K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

0.00%

Shares936

Event2026-03-31

Filed2026-04-16

BSJT

INVESCO EXCH TRD SLF IDX FD

-6.65%

Shares16.5K

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

0.58%

Shares3.5K

Event2026-03-31

Filed2026-04-16

CART

MAPLEBEAR INC

-5.24%

Shares9.0K

Event2026-03-31

Filed2026-04-16

NLR

VANECK ETF TRUST

41.19%

Shares2.5K

Event2026-03-31

Filed2026-04-16

SPYX

SPDR SERIES TRUST

0.02%

Shares5.9K

Event2026-03-31

Filed2026-04-16

IGV

ISHARES TR

13.95%

Shares3.9K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

0.00%

Shares939

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

-6.08%

Shares1.4K

Event2026-03-31

Filed2026-04-16

SPMD

SPDR SERIES TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-16

TQQQ

PROSHARES TR

6.92%

Shares7.2K

Event2026-03-31

Filed2026-04-16

THE CIGNA GROUP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

1.81%

Shares2.8K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

2.78%

Shares1.9K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

-0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-16