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The Analysis of JFS WEALTH ADVISORS, LLC's Holdings & P&L

Currently, JFS WEALTH ADVISORS, LLC holds 1889 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in DFAC (+320.3K shares, valued at $12.4M), IUSB (+100.6K shares, valued at $4.6M), IVV (+6.4K shares, valued at $4.2M); decreased their positions in IDEV (-35.1K shares, valued at $2.9M), DFUS (-34.8K shares, valued at $2.5M), DFAX (-52.7K shares, valued at $1.8M); initiated new positions in GOVT (+74.3K shares, valued at $1.7M), MBB (+16.5K shares, valued at $1.6M), IAGG (+19.9K shares, valued at $997.6K).

1M P&L

-48.9M-2.52%

3M P&L

-41.0M-2.12%

HY P&L

+52.2M+2.84%

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/A1.5B

89.0%

2Consumer Electronics25.2M

1.5%

3Drug Manufacturers - General13.3M

0.8%

Top Industries by Stock Count

1N/A360 stocks

20.2%

2Banks - Regional93 stocks

5.2%

3Software - Application49 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST4.0M shares8.59%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST3.7M shares-1.39%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST1.4M shares-2.50%2026-03-312026-04-21

IWB ISHARES TR199.4K shares-1.51%2026-03-312026-04-21

AGG ISHARES TR700.6K shares5.64%2026-03-312026-04-21

IVV ISHARES TR88.6K shares7.78%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL104.4K shares-1.68%2026-03-312026-04-21

IJH ISHARES TR713.4K shares0.39%2026-03-312026-04-21

Sponsored

MUB ISHARES TR386.0K shares1.08%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS811.2K shares2.79%2026-03-312026-04-21

IJR ISHARES TR318.6K shares0.06%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST1.0M shares0.09%2026-03-312026-04-21

IWF ISHARES TR78.4K shares-2.69%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS509.6K shares-0.82%2026-03-312026-04-21

IEFA ISHARES TR344.2K shares3.95%2026-03-312026-04-21

IVE ISHARES TR130.7K shares6.58%2026-03-312026-04-21

Sponsored

AAPL APPLE INC99.2K shares-0.78%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST671.7K shares-0.11%2026-03-312026-04-21

IEMG ISHARES INC322.8K shares-0.31%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST486.0K shares3.25%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS266.0K shares2.13%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST503.7K shares14.50%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F329.7K shares2.44%2026-03-312026-04-21

IVW ISHARES TR141.5K shares2.00%2026-03-312026-04-21

Sponsored

VTI VANGUARD INDEX FDS48.8K shares-0.07%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F281.5K shares5.48%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS62.4K shares-2.03%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T20.2K shares0.31%2026-03-312026-04-21

JCPB J P MORGAN EXCHANGE TRADED F271.8K shares22.78%2026-03-312026-04-21

IWV ISHARES TR32.4K shares-2.67%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II163.9K shares-0.06%2026-03-312026-04-21

Sponsored

IWD ISHARES TR54.0K shares-0.54%2026-03-312026-04-21

MSFT MICROSOFT CORP25.9K shares-2.47%2026-03-312026-04-21

IJK ISHARES TR93.8K shares-0.66%2026-03-312026-04-21

ALPHABET INC ALPHABET INC32.7K shares-4.66%2026-03-312026-04-21

SUB ISHARES TR85.7K shares1.36%2026-03-312026-04-21

SHY ISHARES TR106.6K shares-6.11%2026-03-312026-04-21

IJS ISHARES TR72.3K shares-5.77%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR344.0K shares-0.66%2026-03-312026-04-21

Sponsored

DFEM DIMENSIONAL ETF TRUST243.5K shares11.92%2026-03-312026-04-21

IJT ISHARES TR56.0K shares-0.33%2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD158.5K shares-3.66%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS52.3K shares-7.54%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON30.7K shares-0.33%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR298.7K shares-0.19%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST152.0K shares-1.06%2026-03-312026-04-21

ALPHABET INC ALPHABET INC25.1K shares1.01%2026-03-312026-04-21

Sponsored

TFI SPDR SERIES TRUST154.3K shares-0.65%2026-03-312026-04-21

IWM ISHARES TR27.6K shares0.05%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS11.2K shares0.77%2026-03-312026-04-21

JMUB J P MORGAN EXCHANGE TRADED F125.6K shares4.00%2026-03-312026-04-21

IJJ ISHARES TR46.5K shares-3.39%2026-03-312026-04-21

VXUS VANGUARD STAR FDS78.2K shares13.03%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR207.0K shares-1.27%2026-03-312026-04-21

VXF VANGUARD INDEX FDS28.6K shares0.00%2026-03-312026-04-21

Sponsored

XLK SELECT SECTOR SPDR TR43.5K shares-1.55%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR9.9K shares2.28%2026-03-312026-04-21

XOM EXXON MOBIL CORP32.9K shares-1.12%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR165.2K shares0.64%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS69.6K shares124.72%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS54.3K shares-1.74%2026-03-312026-04-21

DON WISDOMTREE TR94.4K shares-5.93%2026-03-312026-04-21

AMZN AMAZON COM INC23.8K shares-3.72%2026-03-312026-04-21

Sponsored

EFA ISHARES TR50.6K shares4.90%2026-03-312026-04-21

XLRE SELECT SECTOR SPDR TR114.6K shares-7.91%2026-03-312026-04-21

IUSB ISHARES TR101.2K shares16773.83%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L122.9K shares0.00%2026-03-312026-04-21

DWM WISDOMTREE TR65.9K shares-8.15%2026-03-312026-04-21

KLAC KLA CORP3.0K shares-0.37%2026-03-312026-04-21

CAT CATERPILLAR INC6.0K shares-2.73%2026-03-312026-04-21

RWO SPDR INDEX SHS FDS91.9K shares-1.78%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION23.7K shares1.68%2026-03-312026-04-21

PG PROCTER & GAMBLE CO28.6K shares-3.57%2026-03-312026-04-21

WMT WALMART INC31.3K shares-4.15%2026-03-312026-04-21

VTV VANGUARD INDEX FDS18.4K shares-0.08%2026-03-312026-04-21

VBR VANGUARD INDEX FDS16.5K shares-0.82%2026-03-312026-04-21

DVY ISHARES TR23.3K shares0.03%2026-03-312026-04-21

CVX CHEVRON CORPORATION16.9K shares-1.87%2026-03-312026-04-21

OEF ISHARES TR9.5K shares-0.16%2026-03-312026-04-21

Sponsored

SPDW SPDR INDEX SHS FDS65.0K shares-1.45%2026-03-312026-04-21

VB VANGUARD INDEX FDS11.1K shares2.42%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR19.7K shares2.26%2026-03-312026-04-21

IYR ISHARES TR29.1K shares-0.51%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS11.3K shares0.18%2026-03-312026-04-21

ACGL ARCH CAP GROUP LTD28.2K shares0.02%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST46.3K shares-14.16%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.6K shares-1.24%2026-03-312026-04-21

Sponsored

PEP PEPSICO INC16.8K shares-1.15%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR52.7K shares-6.42%2026-03-312026-04-21

IWR ISHARES TR26.4K shares0.84%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR41.5K shares0.87%2026-03-312026-04-21

VONE VANGUARD SCOTTSDALE FDS8.6K shares0.00%2026-03-312026-04-21

ACWX ISHARES TR37.0K shares-1.03%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC2.9K shares0.17%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T53.6K shares-2.22%2026-03-312026-04-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.9K shares-5.19%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC19.2K shares3.98%2026-03-312026-04-21

ABBV ABBVIE INC10.6K shares-2.04%2026-03-312026-04-21

KO COCA COLA CO29.8K shares-2.35%2026-03-312026-04-21

MCD MCDONALDS CORP7.3K shares-2.71%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP24.0K shares-2.59%2026-03-312026-04-21

EEM ISHARES TR38.2K shares6.65%2026-03-312026-04-21

VO VANGUARD INDEX FDS7.5K shares0.94%2026-03-312026-04-21

Sponsored

PNC PNC FINL SVCS GROUP INC10.2K shares-1.72%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO7.2K shares-2.63%2026-03-312026-04-21

HD HOME DEPOT INC6.4K shares-3.95%2026-03-312026-04-21

HON HONEYWELL INTL INC9.3K shares-1.66%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR71.7K shares-1.61%2026-03-312026-04-21

REET ISHARES TR79.4K shares0.04%2026-03-312026-04-21

GLD SPDR GOLD TR4.4K shares-11.78%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST35.4K shares-4.43%2026-03-312026-04-21

Sponsored

SCHX SCHWAB STRATEGIC TR72.6K shares0.24%2026-03-312026-04-21

SPTM SPDR SERIES TRUST23.3K shares0.07%2026-03-312026-04-21

EFV ISHARES TR24.5K shares1737.21%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST25.3K shares-2.27%2026-03-312026-04-21

PAVE GLOBAL X FDS34.7K shares-3.31%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR56.6K shares-1.42%2026-03-312026-04-21

TJX TJX COS INC NEW10.9K shares-1.03%2026-03-312026-04-21

DOL WISDOMTREE TR25.6K shares0.83%2026-03-312026-04-21

Sponsored

GOVT ISHARES TR74.3K sharesnew addition2026-03-312026-04-21

TLH ISHARES TR16.6K shares-4.85%2026-03-312026-04-21

T AT&T INC57.5K shares-1.49%2026-03-312026-04-21

QUAL ISHARES TR8.4K shares0.33%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC3.9K shares29.06%2026-03-312026-04-21

CSCO CISCO SYS INC20.4K shares-0.70%2026-03-312026-04-21

MBB ISHARES TR16.5K sharesnew addition2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR34.2K shares0.20%2026-03-312026-04-21

Sponsored

V VISA INC5.0K shares-5.66%2026-03-312026-04-21

META META PLATFORMS INC2.5K shares-3.97%2026-03-312026-04-21

MQY BLACKROCK MUNIYILD QULT FD I128.1K shares0.03%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F10.1K shares1.75%2026-03-312026-04-21

IQI INVESCO QUALITY MUN INCOME T144.8K shares0.13%2026-03-312026-04-21

VMO INVESCO MUN OPPORTUNIT TR146.0K shares0.13%2026-03-312026-04-21

VKQ INVESCO MUNICIPAL TRUST145.3K shares0.13%2026-03-312026-04-21

NEA NUVEEN AMT FREE QLTY MUN INC122.8K shares0.04%2026-03-312026-04-21

Sponsored

SPEM SPDR INDEX SHS FDS29.2K shares-1.13%2026-03-312026-04-21

NAD NUVEEN QUALITY MUNCP INCOME118.6K shares0.04%2026-03-312026-04-21

EFG ISHARES TR12.2K shares617.05%2026-03-312026-04-21

VBK VANGUARD INDEX FDS4.5K shares0.16%2026-03-312026-04-21

EIM EATON VANCE MUN BD FD137.4K shares-0.16%2026-03-312026-04-21

XMLV INVESCO EXCH TRADED FD TR II21.1K shares-1.40%2026-03-312026-04-21

THRO BLACKROCK ETF TRUST35.1K shares-14.09%2026-03-312026-04-21

DFAW DIMENSIONAL ETF TRUST17.2K shares76.90%2026-03-312026-04-21

Sponsored

MDY STATE STR SPDR S&P MIDCAP 402.1K shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES12.2K shares1.86%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F16.6K shares0.00%2026-03-312026-04-21

VOE VANGUARD INDEX FDS6.6K shares-36.91%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST36.1K shares-9.90%2026-03-312026-04-21

PFE PFIZER INC42.0K shares-4.11%2026-03-312026-04-21

DE DEERE & CO2.0K shares-10.49%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND2.5K shares4.99%2026-03-312026-04-21

Sponsored

SHYG ISHARES TR26.5K shares1.39%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC8.4K shares-0.52%2026-03-312026-04-21

VONV VANGUARD SCOTTSDALE FDS11.6K shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC3.2K shares147.00%2026-03-312026-04-21

VTEI VANGUARD MUN BD FDS10.7K shares22.39%2026-03-312026-04-21

MTUM ISHARES TR4.4K shares11544.74%2026-03-312026-04-21

EQWL INVESCO EXCHANGE TRADED FD T9.2K shares0.00%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC3.4K shares-2.52%2026-03-312026-04-21

IUSV ISHARES TR10.1K shares0.03%2026-03-312026-04-21

DTD WISDOMTREE TR11.6K shares-4.00%2026-03-312026-04-21

DIS DISNEY WALT CO10.4K shares-4.78%2026-03-312026-04-21

IAGG ISHARES TR19.9K sharesnew addition2026-03-312026-04-21

FLOT ISHARES TR18.8K shares5.26%2026-03-312026-04-21

IWO ISHARES TR2.9K shares3.15%2026-03-312026-04-21

UBS UBS GROUP AG23.6K shares-8.17%2026-03-312026-04-21

Sponsored

FNB F N B CORP53.8K shares0.04%2026-03-312026-04-21

FDX FEDEX CORP2.5K shares-2.07%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST13.9K shares0.02%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST20.6K shares0.06%2026-03-312026-04-21

SDY SPDR SERIES TRUST6.0K shares0.02%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC2.4K shares-0.38%2026-03-312026-04-21

IDEV ISHARES TR10.1K shares-77.68%2026-03-312026-04-21

BAC BANK AMERICA CORP17.0K shares-14.41%2026-03-312026-04-21

Sponsored

ALLW SSGA ACTIVE TR28.7K shares0.00%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II15.7K shares146.42%2026-03-312026-04-21

BA BOEING CO4.1K shares-10.42%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares-1.60%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP1.2K shares-0.92%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR34.7K shares5.90%2026-03-312026-04-21

TXN TEXAS INSTRS INC4.1K shares-4.35%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR9.0K shares-36.29%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS9.4K shares0.00%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.1K shares-8.10%2026-03-312026-04-21

BLCR BLACKROCK ETF TRUST18.5K sharesnew addition2026-03-312026-04-21

VNQ VANGUARD INDEX FDS8.5K shares-1.21%2026-03-312026-04-21

RTX RTX CORPORATION3.9K shares-4.01%2026-03-312026-04-21

IDEF BLACKROCK ETF TRUST22.8K sharesnew addition2026-03-312026-04-21

NVS NOVARTIS AG4.9K shares-0.95%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS15.5K shares6.10%2026-03-312026-04-21

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.7K shares-2.90%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP2.5K shares0.20%2026-03-312026-04-21

DFEV DIMENSIONAL ETF TRUST20.3K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.4K shares-2.60%2026-03-312026-04-21

TSLA TESLA INC1.9K shares-1.59%2026-03-312026-04-21

F FORD MTR CO61.7K shares0.48%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP2.5K shares-0.56%2026-03-312026-04-21

LLY ELI LILLY & CO747 shares-2.48%2026-03-312026-04-21

Sponsored

ITOT ISHARES TR4.7K shares-0.65%2026-03-312026-04-21

IYW ISHARES TR3.7K shares-2.98%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC13.4K shares-11.57%2026-03-312026-04-21

VHT VANGUARD WORLD FD2.5K shares-8.18%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR8.1K shares-2.52%2026-03-312026-04-21

VLO VALERO ENERGY CORP2.7K shares307.95%2026-03-312026-04-21

USB US BANCORP12.3K shares-5.73%2026-03-312026-04-21

XMHQ INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2026-03-312026-04-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.3K shares-1.82%2026-03-312026-04-21

IWN ISHARES TR3.2K shares0.00%2026-03-312026-04-21

VOT VANGUARD INDEX FDS2.3K shares31.99%2026-03-312026-04-21

VGT VANGUARD WORLD FD853 shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.0K shares0.36%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS7.4K shares0.00%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-1.79%2026-03-312026-04-21

WULF TERAWULF INC40.0K shares0.00%2026-03-312026-04-21

Sponsored

ALL ALLSTATE CORP2.8K shares-0.14%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP4.8K shares2.56%2026-03-312026-04-21

DLS WISDOMTREE TR6.7K shares-3.07%2026-03-312026-04-21

NFLX NETFLIX INC.5.5K shares-2.73%2026-03-312026-04-21

NDAQ NASDAQ INC6.1K shares-1.52%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC32.6K shares0.39%2026-03-312026-04-21

WFC WELLS FARGO & CO6.4K shares0.96%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC4.4K shares-0.65%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC2.1K shares-5.55%2026-03-312026-04-21

BSM BLACK STONE MINERALS L P32.7K shares0.00%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC2.5K sharesnew addition2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC4.2K shares-2.04%2026-03-312026-04-21

CMCSA COMCAST CORP NEW16.9K shares1.98%2026-03-312026-04-21

SU SUNCOR ENERGY INC NEW7.3K shares0.00%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP10.4K shares-0.62%2026-03-312026-04-21

NEE NEXTERA ENERGY INC5.2K shares-21.96%2026-03-312026-04-21

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COF CAPITAL ONE FINL CORP2.6K shares-1.32%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP7.3K shares12.41%2026-03-312026-04-21

AOA ISHARES TR5.4K shares-7.76%2026-03-312026-04-21

MA MASTERCARD INCORPORATED930 shares-11.85%2026-03-312026-04-21

IWS ISHARES TR3.2K shares0.00%2026-03-312026-04-21

DGS WISDOMTREE TR7.5K shares-0.25%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC5.2K shares-0.83%2026-03-312026-04-21

DBEF DBX ETF TR9.0K shares0.00%2026-03-312026-04-21

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ALLY ALLY FINL INC11.3K shares0.09%2026-03-312026-04-21

ORI OLD REP INTL CORP11.1K shares-0.07%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR9.5K shares-0.73%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS4.8K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY2.6K shares-1.49%2026-03-312026-04-21

NKE NIKE INC7.9K shares-2.82%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC4.2K shares0.07%2026-03-312026-04-21

IVLU ISHARES TR10.4K shares0.00%2026-03-312026-04-21

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SHEL SHELL PLC4.3K shares-15.61%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-1.94%2026-03-312026-04-21

DG DOLLAR GEN CORP3.3K shares-12.71%2026-03-312026-04-21

ICF ISHARES TR6.1K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC1.1K shares-7.25%2026-03-312026-04-21

INTU INTUIT871 shares-2.13%2026-03-312026-04-21

HDV ISHARES TR2.7K shares-0.04%2026-03-312026-04-21

WM WASTE MGMT INC DEL1.6K shares-4.62%2026-03-312026-04-21

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TCAF T ROWE PRICE ETF INC10.3K shares-19.61%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.3K shares-3.18%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.3K shares36.33%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP590 shares-2.64%2026-03-312026-04-21

PDN INVESCO EXCH TRADED FD TR II8.1K shares-5.04%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.2K shares0.68%2026-03-312026-04-21

IWY ISHARES TR1.4K shares239.07%2026-03-312026-04-21

IWX ISHARES TR3.7K shares241.32%2026-03-312026-04-21

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ORCL ORACLE CORP2.3K shares-3.12%2026-03-312026-04-21

SHM SPDR SERIES TRUST6.9K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.6K shares-7.81%2026-03-312026-04-21

NFG NATIONAL FUEL GAS CO3.5K shares-0.20%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.3K shares0.52%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR10.4K shares0.49%2026-03-312026-04-21

TD TORONTO DOMINION BK ONT3.4K shares0.00%2026-03-312026-04-21

UNP UNION PAC CORP1.3K shares-2.98%2026-03-312026-04-21

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VV VANGUARD INDEX FDS1.1K shares0.19%2026-03-312026-04-21

AON PLC AON PLC966 shares-2.03%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS5.1K shares0.00%2026-03-312026-04-21

SPYM SPDR SERIES TRUST4.0K shares0.13%2026-03-312026-04-21

VTR VENTAS INC3.7K shares0.00%2026-03-312026-04-21

EXC EXELON CORP5.9K shares-4.38%2026-03-312026-04-21

SPYV SPDR SERIES TRUST5.1K shares-3.32%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO896 shares-10.67%2026-03-312026-04-21

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SPYG SPDR SERIES TRUST2.9K shares-11.90%2026-03-312026-04-21

IDV ISHARES TR6.6K sharesnew addition2026-03-312026-04-21

IVOG VANGUARD ADMIRAL FDS INC2.2K shares0.00%2026-03-312026-04-21

RWR SPDR SERIES TRUST2.8K shares-15.65%2026-03-312026-04-21

NEAR ISHARES U S ETF TR5.5K shares0.00%2026-03-312026-04-21

SUSC ISHARES TR12.0K shares2.36%2026-03-312026-04-21

EMXC ISHARES INC3.4K shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP2.8K shares0.29%2026-03-312026-04-21

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MGC VANGUARD WORLD FD1.1K shares-79.13%2026-03-312026-04-21

VDE VANGUARD WORLD FD1.5K shares-9.99%2026-03-312026-04-21

PEO ADAM NAT RES FD INC9.4K shares0.00%2026-03-312026-04-21

PPG PPG INDS INC2.4K shares0.75%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO5.7K shares-3.35%2026-03-312026-04-21

SUSA ISHARES TR1.9K shares0.00%2026-03-312026-04-21

SLV ISHARES SILVER TR3.7K shares0.00%2026-03-312026-04-21

LCTU BLACKROCK ETF TRUST3.6K shares-10.03%2026-03-312026-04-21

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FELV FIDELITY COVINGTON TRUST7.1K shares973.52%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC690 shares0.29%2026-03-312026-04-21

EAGG ISHARES TR5.2K shares12.04%2026-03-312026-04-21

NVR NVR INC37 shares0.00%2026-03-312026-04-21

GIS GENERAL MILLS INC6.5K shares0.28%2026-03-312026-04-21

ADBE ADOBE INC996 shares-3.11%2026-03-312026-04-21

SYK STRYKER CORPORATION736 shares-12.28%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC251 shares-9.39%2026-03-312026-04-21

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LRGF ISHARES TR3.6K shares-60.45%2026-03-312026-04-21

IYH ISHARES TR3.8K shares0.00%2026-03-312026-04-21

FNF FIDELITY NATL FINL INC5.0K shares0.22%2026-03-312026-04-21

MTB M & T BK CORP1.1K shares0.81%2026-03-312026-04-21

TGT TARGET CORP1.9K shares1.93%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR4.6K shares-7.80%2026-03-312026-04-21

LMUB ISHARES TR4.5K sharesnew addition2026-03-312026-04-21

USMV ISHARES TR2.4K shares-57.15%2026-03-312026-04-21

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LAM RESEARCH CORP LAM RESEARCH CORP1.0K shares-1.99%2026-03-312026-04-21

GSK PLC GSK PLC4.0K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC3.3K shares-9.51%2026-03-312026-04-21

ROP ROPER TECHNOLOGIES INC610 shares-4.09%2026-03-312026-04-21

UGI UGI CORP NEW5.9K shares-0.15%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS4.3K shares2.54%2026-03-312026-04-21

FE FIRSTENERGY CORP4.3K shares-0.47%2026-03-312026-04-21

ESGU ISHARES TR1.5K shares0.00%2026-03-312026-04-21

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VFH VANGUARD WORLD FD1.7K shares4.58%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC773 shares-3.01%2026-03-312026-04-21

SYSB ISHARES TR2.3K sharesnew addition2026-03-312026-04-21

SBUX STARBUCKS CORP2.3K shares-5.87%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-21

PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.03%2026-03-312026-04-21

ATI ATI INC1.4K shares0.51%2026-03-312026-04-21

VTES VANGUARD WELLINGTON FD2.0K shares0.00%2026-03-312026-04-21

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QCOM QUALCOMM INC1.5K shares-5.11%2026-03-312026-04-21

CVS CVS HEALTH CORP2.7K shares-17.76%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD964 shares0.00%2026-03-312026-04-21

SHYM BLACKROCK ETF TRUST II8.9K shares0.00%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC220 shares-10.57%2026-03-312026-04-21

AOM ISHARES TR4.0K shares-6.92%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR6.1K shares1.51%2026-03-312026-04-21

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DFSU DIMENSIONAL ETF TRUST4.5K shares-4.16%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC793 shares61.84%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F2.2K shares32.33%2026-03-312026-04-21

COP CONOCOPHILLIPS1.4K shares-6.25%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR1.1K shares0.00%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC406 shares0.74%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC1.3K shares-0.76%2026-03-312026-04-21

CWI SPDR INDEX SHS FDS4.8K shares-28.39%2026-03-312026-04-21

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DGRO ISHARES TR2.4K shares0.00%2026-03-312026-04-21

INTC INTEL CORP3.8K shares0.24%2026-03-312026-04-21

VTHR VANGUARD SCOTTSDALE FDS586 shares0.34%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC431 shares-4.86%2026-03-312026-04-21

GLW CORNING INC1.2K shares-11.66%2026-03-312026-04-21

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DFSB DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP655 shares-8.01%2026-03-312026-04-21

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EQT CORP EQT CORP2.5K shares-18.39%2026-03-312026-04-21

SHOP SHOPIFY INC1.3K shares0.00%2026-03-312026-04-21

RMT ROYCE MICRO-CAP TR INC13.9K shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.1K shares-17.39%2026-03-312026-04-21

CRM SALESFORCE INC823 shares-4.30%2026-03-312026-04-21

REMX VANECK ETF TRUST1.7K shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP170 shares-1.73%2026-03-312026-04-21

EMR EMERSON ELEC CO1.2K shares-14.14%2026-03-312026-04-21

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HAL HALLIBURTON CO3.8K shares-27.65%2026-03-312026-04-21

HSY HERSHEY CO696 shares-3.47%2026-03-312026-04-21

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JEPI J P MORGAN EXCHANGE TRADED F2.5K shares0.20%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC412 shares-15.05%2026-03-312026-04-21

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EQIX EQUINIX INC143 shares-5.92%2026-03-312026-04-21

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IDCC INTERDIGITAL INC464 shares1121.05%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO2.3K shares-5.84%2026-03-312026-04-21

UTES ETFIS SER TR I1.7K shares0.00%2026-03-312026-04-21

ICOP ISHARES TR2.9K shares383.97%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC282 shares-28.61%2026-03-312026-04-21

VPU VANGUARD WORLD FD700 shares0.00%2026-03-312026-04-21

CB CHUBB LTD SWITZ425 shares-3.19%2026-03-312026-04-21

ERIE ERIE INDTY CO547 shares-2.50%2026-03-312026-04-21

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QQQJ INVESCO EXCH TRADED FD TR II3.8K shares0.03%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC294 shares64.25%2026-03-312026-04-21

XT ISHARES TR2.0K shares0.00%2026-03-312026-04-21

AMAT APPLIED MATLS INC392 shares4.53%2026-03-312026-04-21

WRB BERKLEY W R CORP2.0K shares-1.37%2026-03-312026-04-21

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CTVA CORTEVA INC1.6K shares-3.80%2026-03-312026-04-21

ITM VANECK ETF TRUST2.8K shares0.00%2026-03-312026-04-21

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MDLZ MONDELEZ INTL INC2.2K shares-13.12%2026-03-312026-04-21

ITA ISHARES TR592 shares-81.63%2026-03-312026-04-21

OKE ONEOK INC NEW1.4K shares-23.98%2026-03-312026-04-21

HSBC HSBC HLDGS PLC1.5K shares-10.47%2026-03-312026-04-21

ADI ANALOG DEVICES INC392 shares0.51%2026-03-312026-04-21

SO SOUTHERN CO1.3K shares-13.09%2026-03-312026-04-21

FLRN SPDR SERIES TRUST4.0K shares0.63%2026-03-312026-04-21

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RLY SSGA ACTIVE ETF TR3.3K shares0.00%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN1.3K shares0.47%2026-03-312026-04-21

APTIV PLC APTIV PLC1.7K shares-2.59%2026-03-312026-04-21

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GM GENERAL MTRS CO1.4K shares1.84%2026-03-312026-04-21

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YUM YUM BRANDS INC673 shares-15.13%2026-03-312026-04-21

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PSX PHILLIPS 66563 shares-3.92%2026-03-312026-04-21

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PEG PUBLIC SVC ENTERPRISE GROUP1.2K shares-5.69%2026-03-312026-04-21

PYLD PIMCO ETF TR3.8K shares96.68%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F1.8K shares33.65%2026-03-312026-04-21

CHMG CHEMUNG FINL CORP1.8K shares0.00%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC477 shares-4.41%2026-03-312026-04-21

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BSX BOSTON SCIENTIFIC CORP1.3K shares-14.00%2026-03-312026-04-21

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PRU PRUDENTIAL FINL INC786 shares-2.12%2026-03-312026-04-21

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IYF ISHARES TR644 shares0.47%2026-03-312026-04-21

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TLT ISHARES TR863 shares-46.70%2026-03-312026-04-21

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FI FISERV INC1.2K shares-1.71%2026-03-312026-04-21

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SCHC SCHWAB STRATEGIC TR1.4K shares0.00%2026-03-312026-04-21

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VONG VANGUARD SCOTTSDALE FDS590 shares0.00%2026-03-312026-04-21

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DELL DELL TECHNOLOGIES INC381 shares-10.56%2026-03-312026-04-21

VSGX VANGUARD WORLD FD867 shares0.00%2026-03-312026-04-21

FIX COMFORT SYS USA INC45 shares2.27%2026-03-312026-04-21

Sponsored

ICVT ISHARES TR609 sharesnew addition2026-03-312026-04-21

CSX CSX CORP1.5K shares0.33%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC803 shares-16.53%2026-03-312026-04-21

CROWN CASTLE INC CROWN CASTLE INC741 shares0.00%2026-03-312026-04-21

FMNB FARMERS NATIONAL BANC CORP4.5K shares0.00%2026-03-312026-04-21

PWR QUANTA SVCS INC108 shares0.93%2026-03-312026-04-21

SYY SYSCO CORP822 shares-13.84%2026-03-312026-04-21

IBN ICICI BANK LIMITED2.3K shares-18.66%2026-03-312026-04-21

Sponsored

BHP BHP BILLITON LIMITED801 shares0.00%2026-03-312026-04-21

APP APPLOVIN CORP146 shares-3.95%2026-03-312026-04-21

PCAR PACCAR INC503 shares-35.43%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC807 shares-17.48%2026-03-312026-04-21

CAH CARDINAL HEALTH INC274 shares0.00%2026-03-312026-04-21

VWOB VANGUARD WHITEHALL FDS873 shares166.97%2026-03-312026-04-21

SLF SUN LIFE FINANCIAL INC.916 shares-7.10%2026-03-312026-04-21

MUFG MITSUBISHI UFJ FINANCIAL GRO3.3K shares0.00%2026-03-312026-04-21

Sponsored

CBOE CBOE GLOBAL MKTS INC202 shares-0.98%2026-03-312026-04-21

CCJ CAMECO CORP512 shares0.00%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR500 sharesnew addition2026-03-312026-04-21

AMP AMERIPRISE FINL INC125 shares0.00%2026-03-312026-04-21

DFAC

DIMENSIONAL ETF TRUST

8.59%

Shares4.0M

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

-1.39%

Shares3.7M

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

-2.50%

Shares1.4M

Event2026-03-31

Filed2026-04-21

IWB

ISHARES TR

-1.51%

Shares199.4K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

5.64%

Shares700.6K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

7.78%

Shares88.6K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-1.68%

Shares104.4K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.39%

Shares713.4K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

1.08%

Shares386.0K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

2.79%

Shares811.2K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

0.06%

Shares318.6K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

0.09%

Shares1.0M

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

-2.69%

Shares78.4K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-0.82%

Shares509.6K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

3.95%

Shares344.2K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

6.58%

Shares130.7K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.78%

Shares99.2K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

-0.11%

Shares671.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-0.31%

Shares322.8K

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

3.25%

Shares486.0K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

2.13%

Shares266.0K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

14.50%

Shares503.7K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

2.44%

Shares329.7K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

2.00%

Shares141.5K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-0.07%

Shares48.8K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

5.48%

Shares281.5K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares19

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-2.03%

Shares62.4K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.31%

Shares20.2K

Event2026-03-31

Filed2026-04-21

JCPB

J P MORGAN EXCHANGE TRADED F

22.78%

Shares271.8K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

-2.67%

Shares32.4K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

-0.06%

Shares163.9K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

-0.54%

Shares54.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-2.47%

Shares25.9K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

-0.66%

Shares93.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.66%

Shares32.7K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

1.36%

Shares85.7K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

-6.11%

Shares106.6K

Event2026-03-31

Filed2026-04-21

IJS

ISHARES TR

-5.77%

Shares72.3K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-0.66%

Shares344.0K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

11.92%

Shares243.5K

Event2026-03-31

Filed2026-04-21

IJT

ISHARES TR

-0.33%

Shares56.0K

Event2026-03-31

Filed2026-04-21

FDL

FIRST TR EXCHANGE-TRADED FD

-3.66%

Shares158.5K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-7.54%

Shares52.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-0.33%

Shares30.7K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

-0.19%

Shares298.7K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

-1.06%

Shares152.0K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.01%

Shares25.1K

Event2026-03-31

Filed2026-04-21

TFI

SPDR SERIES TRUST

-0.65%

Shares154.3K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.05%

Shares27.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.77%

Shares11.2K

Event2026-03-31

Filed2026-04-21

JMUB

J P MORGAN EXCHANGE TRADED F

4.00%

Shares125.6K

Event2026-03-31

Filed2026-04-21

IJJ

ISHARES TR

-3.39%

Shares46.5K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

13.03%

Shares78.2K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

-1.27%

Shares207.0K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.00%

Shares28.6K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-1.55%

Shares43.5K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

2.28%

Shares9.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-1.12%

Shares32.9K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

0.64%

Shares165.2K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

124.72%

Shares69.6K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

-1.74%

Shares54.3K

Event2026-03-31

Filed2026-04-21

DON

WISDOMTREE TR

-5.93%

Shares94.4K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-3.72%

Shares23.8K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

4.90%

Shares50.6K

Event2026-03-31

Filed2026-04-21

XLRE

SELECT SECTOR SPDR TR

-7.91%

Shares114.6K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

16773.83%

Shares101.2K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares122.9K

Event2026-03-31

Filed2026-04-21

DWM

WISDOMTREE TR

-8.15%

Shares65.9K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

-0.37%

Shares3.0K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-2.73%

Shares6.0K

Event2026-03-31

Filed2026-04-21

RWO

SPDR INDEX SHS FDS

-1.78%

Shares91.9K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.68%

Shares23.7K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-3.57%

Shares28.6K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-4.15%

Shares31.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-0.08%

Shares18.4K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-0.82%

Shares16.5K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

0.03%

Shares23.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-1.87%

Shares16.9K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

-0.16%

Shares9.5K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

-1.45%

Shares65.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.42%

Shares11.1K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

2.26%

Shares19.7K

Event2026-03-31

Filed2026-04-21

IYR

ISHARES TR

-0.51%

Shares29.1K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.18%

Shares11.3K

Event2026-03-31

Filed2026-04-21

ACGL

ARCH CAP GROUP LTD

0.02%

Shares28.2K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

-14.16%

Shares46.3K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-1.24%

Shares2.6K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-1.15%

Shares16.8K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-6.42%

Shares52.7K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.84%

Shares26.4K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

0.87%

Shares41.5K

Event2026-03-31

Filed2026-04-21

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-21

ACWX

ISHARES TR

-1.03%

Shares37.0K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

0.17%

Shares2.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-2.22%

Shares53.6K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-5.19%

Shares50.9K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

3.98%

Shares19.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-2.04%

Shares10.6K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-2.35%

Shares29.8K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-2.71%

Shares7.3K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

-2.59%

Shares24.0K

Event2026-03-31

Filed2026-04-21

EEM

ISHARES TR

6.65%

Shares38.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.94%

Shares7.5K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

-1.72%

Shares10.2K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.63%

Shares7.2K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-3.95%

Shares6.4K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

-1.66%

Shares9.3K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-1.61%

Shares71.7K

Event2026-03-31

Filed2026-04-21

REET

ISHARES TR

0.04%

Shares79.4K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-11.78%

Shares4.4K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-4.43%

Shares35.4K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

0.24%

Shares72.6K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.07%

Shares23.3K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

1737.21%

Shares24.5K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

-2.27%

Shares25.3K

Event2026-03-31

Filed2026-04-21

PAVE

GLOBAL X FDS

-3.31%

Shares34.7K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

-1.42%

Shares56.6K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-1.03%

Shares10.9K

Event2026-03-31

Filed2026-04-21

DOL

WISDOMTREE TR

0.83%

Shares25.6K

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

New

Shares74.3K

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR

-4.85%

Shares16.6K

Event2026-03-31

Filed2026-04-21

AT&T INC

-1.49%

Shares57.5K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

0.33%

Shares8.4K

Event2026-03-31

Filed2026-04-21

VOOG

VANGUARD ADMIRAL FDS INC

29.06%

Shares3.9K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-0.70%

Shares20.4K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

New

Shares16.5K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

0.20%

Shares34.2K

Event2026-03-31

Filed2026-04-21

VISA INC

-5.66%

Shares5.0K

Event2026-03-31

Filed2026-04-21