Sponsored

The Analysis of KAVAR CAPITAL PARTNERS GROUP, LLC's Holdings & P&L

Currently, KAVAR CAPITAL PARTNERS GROUP, LLC holds 213 types of securities in its portfolio with a total value $798.4M. In the most recent quarter, they have increased their positions in BND (+435.5K shares, valued at $32.1M), BINC (+380.4K shares, valued at $19.8M), AOM (+260.0K shares, valued at $12.3M); decreased their positions in LNG (-10.6K shares, valued at $3.0M), DEO (-14.9K shares, valued at $1.1M), N/A (-2.0K shares, valued at $568.8K); initiated new positions in BND (+435.5K shares, valued at $32.1M), BINC (+380.4K shares, valued at $19.8M), AOM (+260.0K shares, valued at $12.3M).

1M P&L

+21.4M+2.85%

3M P&L

-24.7M-3.12%

HY P&L

+17.5M+2.32%

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/A345.8M

48.5%

2Consumer Electronics38.5M

5.4%

3Semiconductors32.1M

4.5%

Top Industries by Stock Count

1N/A77 stocks

39.5%

2Asset Management7 stocks

3.6%

3Drug Manufacturers - General6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR1.6M shares1.12%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR1.7M shares2.86%2026-03-312026-04-16

AAPL APPLE INC151.5K shares-0.97%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR1.5M shares2.27%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS435.5K sharesnew addition2026-03-312026-04-16

ALPHABET INC ALPHABET INC99.0K shares-1.96%2026-03-312026-04-16

NVDA NVIDIA CORPORATION161.0K shares-0.21%2026-03-312026-04-16

BINC BLACKROCK ETF TRUST II380.4K sharesnew addition2026-03-312026-04-16

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL42.3K shares0.97%2026-03-312026-04-16

CAT CATERPILLAR INC22.7K shares-3.11%2026-03-312026-04-16

MSFT MICROSOFT CORP41.7K shares1.16%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR175.9K shares1.93%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC28.7K shares-1.10%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR125.4K shares-0.47%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO44.3K shares-0.60%2026-03-312026-04-16

AOM ISHARES TR260.0K sharesnew addition2026-03-312026-04-16

Sponsored

SCHM SCHWAB STRATEGIC TR360.9K shares2.58%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON43.7K shares-2.10%2026-03-312026-04-16

XOM EXXON MOBIL CORP62.6K shares-1.80%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC111.2K shares-0.12%2026-03-312026-04-16

ABBV ABBVIE INC47.0K shares0.79%2026-03-312026-04-16

WMT WALMART INC79.1K shares-2.17%2026-03-312026-04-16

AVDV AMERICAN CENTY ETF TR97.8K shares8.51%2026-03-312026-04-16

PG PROCTER & GAMBLE CO66.4K shares-0.42%2026-03-312026-04-16

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T49.8K shares-4.00%2026-03-312026-04-16

DHR DANAHER CORP DEL47.7K shares-0.59%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares9.09%2026-03-312026-04-16

AVLV AMERICAN CENTY ETF TR104.8K shares-0.22%2026-03-312026-04-16

VUG VANGUARD INDEX FDS18.6K shares2.80%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR277.0K shares3.10%2026-03-312026-04-16

AMZN AMAZON COM INC38.3K shares1.69%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC8.4K shares0.00%2026-03-312026-04-16

Sponsored

SCHW SCHWAB CHARLES CORP72.4K shares1.67%2026-03-312026-04-16

V VISA INC22.3K shares0.78%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS31.3K shares-3.70%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR136.4K shares-4.78%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC56.4K shares-1.18%2026-03-312026-04-16

VBR VANGUARD INDEX FDS27.8K shares-2.32%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS23.7K shares2.29%2026-03-312026-04-16

AVDE AMERICAN CENTY ETF TR64.7K shares61.64%2026-03-312026-04-16

Sponsored

DE DEERE & CO9.7K shares-2.19%2026-03-312026-04-16

FDX FEDEX CORP14.1K shares-2.14%2026-03-312026-04-16

SBUX STARBUCKS CORP54.5K shares4.05%2026-03-312026-04-16

BTU PEABODY ENGR CORP147.7K shares0.02%2026-03-312026-04-16

CVX CHEVRON CORPORATION23.0K shares-1.78%2026-03-312026-04-16

UNILEVER PLC UNILEVER PLC83.0K shares-3.30%2026-03-312026-04-16

ARCC ARES CAPITAL CORP262.3K sharesnew addition2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP7.5K shares-1.70%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC13.7K shares-3.30%2026-03-312026-04-16

STERIS PLC STERIS PLC19.0K shares-1.81%2026-03-312026-04-16

ABT ABBOTT LABORATORIES40.1K shares0.83%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS6.6K shares-3.37%2026-03-312026-04-16

KO COCA COLA CO48.8K shares-0.84%2026-03-312026-04-16

EMR EMERSON ELEC CO27.4K shares-6.23%2026-03-312026-04-16

LLY ELI LILLY & CO3.9K shares9.94%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS42.5K sharesnew addition2026-03-312026-04-16

Sponsored

UBER UBER TECHNOLOGIES INC45.3K shares-1.85%2026-03-312026-04-16

MCD MCDONALDS CORP10.4K shares0.09%2026-03-312026-04-16

LNG CHENIERE ENERGY INC11.0K shares-49.06%2026-03-312026-04-16

IVV ISHARES TR4.7K shares0.02%2026-03-312026-04-16

PEP PEPSICO INC19.8K shares0.84%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC18.3K shares0.01%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC49.7K shares-4.53%2026-03-312026-04-16

VTI VANGUARD INDEX FDS8.6K shares0.21%2026-03-312026-04-16

Sponsored

NKE NIKE INC51.9K shares2.83%2026-03-312026-04-16

ASML ASML HLDG NV2.0K shares-0.49%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC12.1K shares616.95%2026-03-312026-04-16

SO SOUTHERN CO25.2K shares-2.98%2026-03-312026-04-16

TFC TRUIST FINL CORP52.8K shares-3.70%2026-03-312026-04-16

AVUS AMERICAN CENTY ETF TR21.8K shares36.25%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC12.4K shares-2.72%2026-03-312026-04-16

AVSC AMERICAN CENTY ETF TR36.1K shares-3.59%2026-03-312026-04-16

Sponsored

SPYM SPDR SERIES TRUST29.3K shares0.01%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST31.3K shares0.01%2026-03-312026-04-16

WM WASTE MGMT INC DEL9.4K shares-1.53%2026-03-312026-04-16

BP BP PLC45.6K shares-2.81%2026-03-312026-04-16

MO ALTRIA GROUP INC32.3K shares-0.91%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION2.1K shares-4.34%2026-03-312026-04-16

SR SPIRE INC22.8K shares-4.65%2026-03-312026-04-16

IWM ISHARES TR8.1K shares-0.29%2026-03-312026-04-16

Sponsored

MERCK & CO INC MERCK & CO INC15.9K shares-0.06%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC35.8K shares-7.25%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST36.8K shares0.02%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T2.7K shares2.99%2026-03-312026-04-16

BDX BECTON DICKINSON & CO11.0K shares-5.26%2026-03-312026-04-16

SYY SYSCO CORP23.7K shares-4.65%2026-03-312026-04-16

ALPHABET INC ALPHABET INC5.8K shares0.67%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN7.6K shares-6.69%2026-03-312026-04-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS23.7K shares0.00%2026-03-312026-04-16

IJH ISHARES TR21.2K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC2.4K shares1.81%2026-03-312026-04-16

PHYS SPROTT ASSET MANAGEMENT LP37.6K shares0.00%2026-03-312026-04-16

GLW CORNING INC9.7K shares-7.53%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.4K shares-3.82%2026-03-312026-04-16

BROADCOM INC BROADCOM INC4.0K shares0.46%2026-03-312026-04-16

JCPI J P MORGAN EXCHANGE TRADED F23.3K sharesnew addition2026-03-312026-04-16

Sponsored

NFLX NETFLIX INC.11.6K shares3.54%2026-03-312026-04-16

MPC MARATHON PETE CORP4.4K shares-0.18%2026-03-312026-04-16

IWF ISHARES TR2.5K shares-4.36%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST16.9K shares0.00%2026-03-312026-04-16

SPMD SPDR SERIES TRUST17.5K shares0.00%2026-03-312026-04-16

CDNS CADENCE DESIGN SYSTEM INC3.7K shares9.42%2026-03-312026-04-16

BAC BANK AMERICA CORP21.0K shares6.14%2026-03-312026-04-16

TSLA TESLA INC2.6K shares3.28%2026-03-312026-04-16

Sponsored

ET ENERGY TRANSFER L P50.1K shares196.51%2026-03-312026-04-16

BXSL BLACKSTONE SECD LENDING FD40.4K sharesnew addition2026-03-312026-04-16

DIS DISNEY WALT CO9.5K shares-0.43%2026-03-312026-04-16

INTC INTEL CORP19.8K sharesnew addition2026-03-312026-04-16

SCHO SCHWAB STRATEGIC TR35.8K sharesnew addition2026-03-312026-04-16

NEE NEXTERA ENERGY INC9.3K shares-0.54%2026-03-312026-04-16

UMBF UMB FINL CORP7.4K shares0.00%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO2.6K shares11.80%2026-03-312026-04-16

Sponsored

ITOT ISHARES TR5.6K shares0.00%2026-03-312026-04-16

FLXR TCW ETF TRUST20.2K sharesnew addition2026-03-312026-04-16

IWB ISHARES TR2.2K shares-0.46%2026-03-312026-04-16

PFE PFIZER INC26.7K shares-0.73%2026-03-312026-04-16

VTV VANGUARD INDEX FDS3.8K shares-1.10%2026-03-312026-04-16

HDEF DBX ETF TR21.0K sharesnew addition2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST9.3K shares0.00%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.1K shares0.54%2026-03-312026-04-16

Sponsored

AEP AMERICAN ELEC PWR CO INC4.9K shares0.00%2026-03-312026-04-16

SHEL SHELL PLC6.9K shares0.00%2026-03-312026-04-16

VB VANGUARD INDEX FDS2.4K shares0.04%2026-03-312026-04-16

COP CONOCOPHILLIPS4.6K shares-1.36%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC2.2K shares-0.36%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP2.8K shares0.66%2026-03-312026-04-16

MMM 3M CO4.0K shares0.20%2026-03-312026-04-16

MCK MCKESSON CORP660 shares-0.30%2026-03-312026-04-16

Sponsored

IDEV ISHARES TR6.8K shares0.00%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS12.0K shares0.00%2026-03-312026-04-16

EFA ISHARES TR5.4K shares-0.77%2026-03-312026-04-16

ILMN ILLUMINA INC4.1K sharesnew addition2026-03-312026-04-16

DES WISDOMTREE TR13.2K sharesnew addition2026-03-312026-04-16

YUM YUM BRANDS INC3.1K shares-0.59%2026-03-312026-04-16

EEFT EURONET WORLDWIDE INC6.9K shares0.00%2026-03-312026-04-16

DEO DIAGEO PLC6.0K shares-71.32%2026-03-312026-04-16

Sponsored

TPLC TIMOTHY PLAN9.6K shares7.86%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR14.4K sharesnew addition2026-03-312026-04-16

GDX VANECK ETF TRUST4.8K shares0.00%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE1.6K shares2.51%2026-03-312026-04-16

VO VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-16

RTX RTX CORPORATION2.3K shares1.03%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC3.0K shares-7.77%2026-03-312026-04-16

CSCO CISCO SYS INC5.5K shares0.00%2026-03-312026-04-16

Sponsored

VBK VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-16

HON HONEYWELL INTL INC1.8K shares0.00%2026-03-312026-04-16

IWR ISHARES TR4.2K shares0.00%2026-03-312026-04-16

ADI ANALOG DEVICES INC1.2K shares-0.33%2026-03-312026-04-16

SPSM SPDR SERIES TRUST7.9K shares0.01%2026-03-312026-04-16

WAT WATERS CORP1.3K sharesnew addition2026-03-312026-04-16

TPSC TIMOTHY PLAN8.8K shares1.73%2026-03-312026-04-16

AMGN AMGEN INC1.1K shares0.66%2026-03-312026-04-16

Sponsored

KKR & CO INC KKR & CO INC4.0K shares-0.17%2026-03-312026-04-16

SCZ ISHARES TR4.6K shares-2.11%2026-03-312026-04-16

GLD SPDR GOLD TR800 shares-3.03%2026-03-312026-04-16

LNT ALLIANT ENERGY CORP4.8K shares0.00%2026-03-312026-04-16

CMI CUMMINS INC601 shares-1.15%2026-03-312026-04-16

EVRG EVERGY INC3.9K shares0.00%2026-03-312026-04-16

GBDC GOLUB CAP BDC INC25.1K sharesnew addition2026-03-312026-04-16

USB US BANCORP6.0K shares-4.80%2026-03-312026-04-16

Sponsored

MA MASTERCARD INCORPORATED625 shares0.00%2026-03-312026-04-16

SAIC SCIENCE APPLICATIONS INTL CO3.3K sharesnew addition2026-03-312026-04-16

DFE WISDOMTREE TR4.3K sharesnew addition2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L8.1K shares0.00%2026-03-312026-04-16

IEMG ISHARES INC4.4K shares0.00%2026-03-312026-04-16

IVW ISHARES TR2.7K shares0.00%2026-03-312026-04-16

AEE AMEREN CORP2.8K shares0.32%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR6.0K sharesnew addition2026-03-312026-04-16

Sponsored

LOW LOWES COS INC1.3K shares35.94%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND646 shares0.00%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS2.0K sharesnew addition2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO4.8K shares0.00%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR9.9K shares0.05%2026-03-312026-04-16

TSLX SIXTH STREET SPECIALTY LENDI15.6K sharesnew addition2026-03-312026-04-16

DOW DOW HLDGS INC6.7K sharesnew addition2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC809 shares0.00%2026-03-312026-04-16

Sponsored

GEV GE VERNOVA INC318 sharesnew addition2026-03-312026-04-16

CBSH COMMERCE BANCSHARES INC5.6K shares0.34%2026-03-312026-04-16

IRM IRON MTN INC DEL2.6K shares-16.13%2026-03-312026-04-16

WY WEYERHAEUSER CO11.0K shares9.70%2026-03-312026-04-16

LINDE PLC LINDE PLC534 shares1.71%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC717 shares0.00%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS I882 shares2.08%2026-03-312026-04-16

Sponsored

GSK PLC GSK PLC4.6K shares0.00%2026-03-312026-04-16

QCOM QUALCOMM INC1.9K shares-2.23%2026-03-312026-04-16

SLQT SELECTQUOTE INC391.3K shares0.00%2026-03-312026-04-16

TPIF TIMOTHY PLAN6.7K shares10.24%2026-03-312026-04-16

IFRA ISHARES TR4.2K sharesnew addition2026-03-312026-04-16

TPHD TIMOTHY PLAN5.8K shares12.52%2026-03-312026-04-16

CB CHUBB LTD SWITZ740 shares0.00%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO2.8K shares0.00%2026-03-312026-04-16

Sponsored

BNS BANK NOVA SCOTIA B C3.4K shares0.00%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC56 shares0.00%2026-03-312026-04-16

STZ CONSTELLATION BRANDS INC1.5K shares0.00%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC496 shares-1.20%2026-03-312026-04-16

BSVO EA SERIES TRUST8.9K shares0.00%2026-03-312026-04-16

SLV ISHARES SILVER TR3.3K sharesnew addition2026-03-312026-04-16

BTI BRITISH AMERN TOB PLC3.8K shares0.00%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS4.7K shares0.00%2026-03-312026-04-16

Sponsored

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-16

SMB VANECK ETF TRUST12.5K sharesnew addition2026-03-312026-04-16

ORCL ORACLE CORP1.5K shares0.00%2026-03-312026-04-16

PFG PRINCIPAL FINANCIAL GROUP IN2.4K shares0.00%2026-03-312026-04-16

GLDM WORLD GOLD TR2.3K sharesnew addition2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F3.6K shares1.40%2026-03-312026-04-16

BMEZ BLACKROCK HEALTH SCIENCES TE14.3K shares0.00%2026-03-312026-04-16

VHT VANGUARD WORLD FD735 shares-10.91%2026-03-312026-04-16

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION16.5K sharesnew addition2026-03-312026-04-16

NQP NUVEEN PA INVT QUALITY MUN F14.0K sharesnew addition2026-03-312026-04-16

PACB PACIFIC BIOSCIENCES CALIF IN93.3K sharesnew addition2026-03-312026-04-16

GSBD GOLDMAN SACHS BDC INC13.4K sharesnew addition2026-03-312026-04-16

GDRX GOODRX HLDGS INC31.1K shares0.00%2026-03-312026-04-16

FNDX

SCHWAB STRATEGIC TR

1.12%

Shares1.6M

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

2.86%

Shares1.7M

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.97%

Shares151.5K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

2.27%

Shares1.5M

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

New

Shares435.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-1.96%

Shares99.0K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-0.21%

Shares161.0K

Event2026-03-31

Filed2026-04-16

BINC

BLACKROCK ETF TRUST II

New

Shares380.4K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

0.97%

Shares42.3K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

-3.11%

Shares22.7K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.16%

Shares41.7K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

1.93%

Shares175.9K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

-1.10%

Shares28.7K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

-0.47%

Shares125.4K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-0.60%

Shares44.3K

Event2026-03-31

Filed2026-04-16

AOM

ISHARES TR

New

Shares260.0K

Event2026-03-31

Filed2026-04-16

SCHM

SCHWAB STRATEGIC TR

2.58%

Shares360.9K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-2.10%

Shares43.7K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-1.80%

Shares62.6K

Event2026-03-31

Filed2026-04-16

ORLY

OREILLY AUTOMOTIVE INC

-0.12%

Shares111.2K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

0.79%

Shares47.0K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-2.17%

Shares79.1K

Event2026-03-31

Filed2026-04-16

AVDV

AMERICAN CENTY ETF TR

8.51%

Shares97.8K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

-0.42%

Shares66.4K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-4.00%

Shares49.8K

Event2026-03-31

Filed2026-04-16

DHR

DANAHER CORP DEL

-0.59%

Shares47.7K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

9.09%

Shares12

Event2026-03-31

Filed2026-04-16

AVLV

AMERICAN CENTY ETF TR

-0.22%

Shares104.8K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

2.80%

Shares18.6K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

3.10%

Shares277.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

1.69%

Shares38.3K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

1.67%

Shares72.4K

Event2026-03-31

Filed2026-04-16

VISA INC

0.78%

Shares22.3K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-3.70%

Shares31.3K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

-4.78%

Shares136.4K

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

-1.18%

Shares56.4K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

-2.32%

Shares27.8K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

2.29%

Shares23.7K

Event2026-03-31

Filed2026-04-16

AVDE

AMERICAN CENTY ETF TR

61.64%

Shares64.7K

Event2026-03-31

Filed2026-04-16

DEERE & CO

-2.19%

Shares9.7K

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

-2.14%

Shares14.1K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

4.05%

Shares54.5K

Event2026-03-31

Filed2026-04-16

BTU

PEABODY ENGR CORP

0.02%

Shares147.7K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-1.78%

Shares23.0K

Event2026-03-31

Filed2026-04-16

UNILEVER PLC

-3.30%

Shares83.0K

Event2026-03-31

Filed2026-04-16

ARCC

ARES CAPITAL CORP

New

Shares262.3K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

-1.70%

Shares7.5K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

-3.30%

Shares13.7K

Event2026-03-31

Filed2026-04-16

STERIS PLC

-1.81%

Shares19.0K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

0.83%

Shares40.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-3.37%

Shares6.6K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

-0.84%

Shares48.8K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-6.23%

Shares27.4K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

9.94%

Shares3.9K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

New

Shares42.5K

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC

-1.85%

Shares45.3K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

0.09%

Shares10.4K

Event2026-03-31

Filed2026-04-16

LNG

CHENIERE ENERGY INC

-49.06%

Shares11.0K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

0.02%

Shares4.7K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

0.84%

Shares19.8K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

0.01%

Shares18.3K

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC

-4.53%

Shares49.7K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.21%

Shares8.6K

Event2026-03-31

Filed2026-04-16

NKE

NIKE INC

2.83%

Shares51.9K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

-0.49%

Shares2.0K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

616.95%

Shares12.1K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

-2.98%

Shares25.2K

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP

-3.70%

Shares52.8K

Event2026-03-31

Filed2026-04-16

AVUS

AMERICAN CENTY ETF TR

36.25%

Shares21.8K

Event2026-03-31

Filed2026-04-16

DGX

QUEST DIAGNOSTICS INC

-2.72%

Shares12.4K

Event2026-03-31

Filed2026-04-16

AVSC

AMERICAN CENTY ETF TR

-3.59%

Shares36.1K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

0.01%

Shares29.3K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares31.3K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

-1.53%

Shares9.4K

Event2026-03-31

Filed2026-04-16

BP PLC

-2.81%

Shares45.6K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

-0.91%

Shares32.3K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-4.34%

Shares2.1K

Event2026-03-31

Filed2026-04-16

SPIRE INC

-4.65%

Shares22.8K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

-0.29%

Shares8.1K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

-0.06%

Shares15.9K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

-7.25%

Shares35.8K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

0.02%

Shares36.8K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

2.99%

Shares2.7K

Event2026-03-31

Filed2026-04-16

BDX

BECTON DICKINSON & CO

-5.26%

Shares11.0K

Event2026-03-31

Filed2026-04-16

SYY

SYSCO CORP

-4.65%

Shares23.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.67%

Shares5.8K

Event2026-03-31

Filed2026-04-16

ADP

AUTOMATIC DATA PROCESSING IN

-6.69%

Shares7.6K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-16