Sponsored

The Analysis of Kelman-Lazarov, Inc.'s Holdings & P&L

Currently, Kelman-Lazarov, Inc. holds 140 types of securities in its portfolio with a total value $697.6M. In the most recent quarter, they have increased their positions in AVDE (+28.1K shares, valued at $2.4M), SMMU (+22.9K shares, valued at $1.2M), SCHG (+36.1K shares, valued at $1.1M); decreased their positions in GSLC (-7.4K shares, valued at $921.3K), GSIE (-14.9K shares, valued at $642.5K), SCHF (-22.9K shares, valued at $567.2K); initiated new positions in AVUS (+9.2K shares, valued at $1.0M), RFV (+2.4K shares, valued at $311.9K), COST (+313 shares, valued at $311.9K).

1M P&L

+15.0M+2.10%

3M P&L

-26.0M-3.44%

HY P&L

+8.8M+1.23%

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/A650.1M

96.5%

2Consumer Electronics3.3M

0.5%

3Credit Services2.5M

0.4%

Top Industries by Stock Count

1N/A98 stocks

74.2%

2Drug Manufacturers - General3 stocks

2.3%

3Semiconductors3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR2.4M shares0.63%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR1.9M shares1.97%2026-03-312026-04-27

MOAT VANECK ETF TRUST561.0K shares0.90%2026-03-312026-04-27

SPYM SPDR SERIES TRUST421.2K shares2.83%2026-03-312026-04-27

STIP ISHARES TR311.5K shares2.79%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR354.4K shares8.60%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR1.0M shares1.21%2026-03-312026-04-27

IJR ISHARES TR212.2K shares1.40%2026-03-312026-04-27

Sponsored

GSLC GOLDMAN SACHS ETF TR206.1K shares-3.45%2026-03-312026-04-27

BOND PIMCO ETF TR262.3K shares0.77%2026-03-312026-04-27

MBB ISHARES TR250.0K shares2.30%2026-03-312026-04-27

FNDC SCHWAB STRATEGIC TR496.9K shares4.56%2026-03-312026-04-27

FNDE SCHWAB STRATEGIC TR594.8K shares-2.14%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS267.1K shares0.25%2026-03-312026-04-27

GSIE GOLDMAN SACHS ETF TR453.5K shares-3.18%2026-03-312026-04-27

IJH ISHARES TR281.6K shares3.21%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL32.1K shares-0.42%2026-03-312026-04-27

QLTY GMO ETF TRUST380.6K shares4.02%2026-03-312026-04-27

PYLD PIMCO ETF TR498.1K shares-1.14%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR375.7K shares-5.75%2026-03-312026-04-27

SMMU PIMCO ETF TR161.1K shares16.58%2026-03-312026-04-27

VUG VANGUARD INDEX FDS17.0K shares5.70%2026-03-312026-04-27

STPZ PIMCO ETF TR130.4K shares-3.48%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR67.1K shares-4.53%2026-03-312026-04-27

Sponsored

MUNI PIMCO ETF TR89.3K shares9.09%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS83.3K shares3.84%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.5K shares1.73%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T5.9K shares-1.25%2026-03-312026-04-27

RWL INVESCO EXCH TRADED FD TR II32.5K shares-0.42%2026-03-312026-04-27

AVDS AMERICAN CENTY ETF TR49.4K shares-0.23%2026-03-312026-04-27

VV VANGUARD INDEX FDS11.8K shares0.50%2026-03-312026-04-27

VCRM VANGUARD MUN BD FDS45.4K shares10.06%2026-03-312026-04-27

Sponsored

AAPL APPLE INC13.1K shares-0.30%2026-03-312026-04-27

PTRB PGIM ETF TR78.5K shares20.48%2026-03-312026-04-27

VTV VANGUARD INDEX FDS15.8K shares1.56%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS38.4K shares-9.83%2026-03-312026-04-27

FNDA SCHWAB STRATEGIC TR68.2K shares-1.71%2026-03-312026-04-27

MA MASTERCARD INCORPORATED4.0K shares-0.20%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 403.0K shares-1.65%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR64.4K shares-0.25%2026-03-312026-04-27

Sponsored

IVV ISHARES TR2.7K shares4.12%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-1.26%2026-03-312026-04-27

SPMD SPDR SERIES TRUST28.1K shares-4.26%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS7.6K shares0.11%2026-03-312026-04-27

WMT WALMART INC12.9K shares4.66%2026-03-312026-04-27

MSFT MICROSOFT CORP4.2K shares-16.19%2026-03-312026-04-27

AVSU AMERICAN CENTY ETF TR21.1K shares7.79%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR50.2K shares-3.88%2026-03-312026-04-27

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-27

IYY ISHARES TR8.8K shares-0.24%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND3.0K shares7.74%2026-03-312026-04-27

SPAB SPDR SERIES TRUST51.4K shares8.55%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS26.8K shares18.64%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.1K shares5.92%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS14.8K shares-11.04%2026-03-312026-04-27

GNMA ISHARES TR25.7K shares-29.02%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.11.7K shares4.43%2026-03-312026-04-27

FDX FEDEX CORP3.1K shares-13.01%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.9K shares72.70%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR9.2K sharesnew addition2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR12.7K shares1.37%2026-03-312026-04-27

IWF ISHARES TR2.4K shares-0.30%2026-03-312026-04-27

VO VANGUARD INDEX FDS3.3K shares0.09%2026-03-312026-04-27

NVDA NVIDIA CORPORATION5.3K shares21.87%2026-03-312026-04-27

Sponsored

YUM YUM BRANDS INC5.9K shares-4.74%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON3.7K shares11.61%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR8.7K shares11.95%2026-03-312026-04-27

IWD ISHARES TR4.0K shares-0.77%2026-03-312026-04-27

IWB ISHARES TR2.4K shares0.00%2026-03-312026-04-27

PG PROCTER & GAMBLE CO5.9K shares4.26%2026-03-312026-04-27

VSDM VANGUARD MUN BD FDS10.5K shares2.81%2026-03-312026-04-27

IEFA ISHARES TR8.7K shares-8.08%2026-03-312026-04-27

Sponsored

NSC NORFOLK SOUTHN CORP2.8K shares-2.69%2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR16.1K shares0.00%2026-03-312026-04-27

MINO PIMCO ETF TR16.7K shares0.00%2026-03-312026-04-27

TSLA TESLA INC2.0K shares4.34%2026-03-312026-04-27

AMZN AMAZON COM INC3.6K shares0.54%2026-03-312026-04-27

AIVL WISDOMTREE TR6.4K shares-0.33%2026-03-312026-04-27

IVE ISHARES TR3.4K shares0.00%2026-03-312026-04-27

IWR ISHARES TR7.3K shares-21.38%2026-03-312026-04-27

Sponsored

NUBD NUSHARES ETF TR31.2K shares2.41%2026-03-312026-04-27

VB VANGUARD INDEX FDS2.6K shares9.78%2026-03-312026-04-27

EFG ISHARES TR5.3K shares0.00%2026-03-312026-04-27

IWM ISHARES TR2.3K shares29.26%2026-03-312026-04-27

IBB ISHARES TR3.3K shares-4.04%2026-03-312026-04-27

GEM GOLDMAN SACHS ETF TR12.2K shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.7K shares-5.31%2026-03-312026-04-27

PEP PEPSICO INC3.2K shares-4.50%2026-03-312026-04-27

Sponsored

SCHZ SCHWAB STRATEGIC TR21.1K shares1.24%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC2.9K shares1.41%2026-03-312026-04-27

SPTM SPDR SERIES TRUST6.1K shares0.05%2026-03-312026-04-27

EPS WISDOMTREE TR6.5K shares66.67%2026-03-312026-04-27

AMGN AMGEN INC1.2K shares1.47%2026-03-312026-04-27

XOM EXXON MOBIL CORP2.6K shares14.92%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC3.5K shares-1.80%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.4K shares15.03%2026-03-312026-04-27

Sponsored

AVSD AMERICAN CENTY ETF TR5.7K shares31.25%2026-03-312026-04-27

HD HOME DEPOT INC1.2K shares6.67%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.2K shares-35.24%2026-03-312026-04-27

GDE WISDOMTREE TR6.0K shares71.64%2026-03-312026-04-27

NULG NUSHARES ETF TR4.1K shares-0.53%2026-03-312026-04-27

ESGD ISHARES TR3.9K shares-19.41%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR12.0K shares-13.89%2026-03-312026-04-27

CSM PROSHARES TR4.8K shares0.00%2026-03-312026-04-27

Sponsored

SPYG SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-04-27

SUSA ISHARES TR2.6K shares-2.12%2026-03-312026-04-27

IWP ISHARES TR2.7K shares0.00%2026-03-312026-04-27

DLN WISDOMTREE TR3.9K shares0.13%2026-03-312026-04-27

ISTB ISHARES TR7.1K shares0.70%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO7.5K shares0.00%2026-03-312026-04-27

GBIL GOLDMAN SACHS ETF TR3.3K shares-37.74%2026-03-312026-04-27

DIS DISNEY WALT CO3.4K shares-3.83%2026-03-312026-04-27

Sponsored

NULV NUSHARES ETF TR7.1K shares0.00%2026-03-312026-04-27

MTUM ISHARES TR1.3K shares0.00%2026-03-312026-04-27

RFV INVESCO EXCHANGE TRADED FD T2.4K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION313 sharesnew addition2026-03-312026-04-27

BOXX EA SERIES TRUST2.7K sharesnew addition2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS6.3K shares3.34%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC848 shares14.75%2026-03-312026-04-27

LOW LOWES COS INC1.2K shares0.25%2026-03-312026-04-27

Sponsored

ILCG ISHARES TR3.0K shares0.03%2026-03-312026-04-27

NUSC NUSHARES ETF TR6.1K shares-0.41%2026-03-312026-04-27

LLY ELI LILLY & CO294 sharesnew addition2026-03-312026-04-27

IWN ISHARES TR1.4K sharesnew addition2026-03-312026-04-27

XLG INVESCO EXCHANGE TRADED FD T4.8K shares0.02%2026-03-312026-04-27

PKW INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-04-27

AZO AUTOZONE INC74 shares2.78%2026-03-312026-04-27

IUSG ISHARES TR1.6K shares0.13%2026-03-312026-04-27

Sponsored

AVSE AMERICAN CENTY ETF TR3.7K shares-0.38%2026-03-312026-04-27

SPSM SPDR SERIES TRUST5.0K shares0.22%2026-03-312026-04-27

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-27

QCOM QUALCOMM INC1.8K shares-3.75%2026-03-312026-04-27

META META PLATFORMS INC408 shares20.35%2026-03-312026-04-27

PCG PG&E CORP12.9K sharesnew addition2026-03-312026-04-27

TJX TJX COS INC NEW1.4K sharesnew addition2026-03-312026-04-27

FDL FIRST TR EXCHANGE-TRADED FD4.3K sharesnew addition2026-03-312026-04-27

Sponsored

ORCL ORACLE CORP1.5K shares10.32%2026-03-312026-04-27

USMV ISHARES TR2.3K shares0.00%2026-03-312026-04-27

CB CHUBB LTD SWITZ653 sharesnew addition2026-03-312026-04-27

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION11.0K shares10.00%2026-03-312026-04-27

FNDX

SCHWAB STRATEGIC TR

0.63%

Shares2.4M

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

1.97%

Shares1.9M

Event2026-03-31

Filed2026-04-27

MOAT

VANECK ETF TRUST

0.90%

Shares561.0K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

2.83%

Shares421.2K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

2.79%

Shares311.5K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

8.60%

Shares354.4K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

1.21%

Shares1.0M

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

1.40%

Shares212.2K

Event2026-03-31

Filed2026-04-27

GSLC

GOLDMAN SACHS ETF TR

-3.45%

Shares206.1K

Event2026-03-31

Filed2026-04-27

BOND

PIMCO ETF TR

0.77%

Shares262.3K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

2.30%

Shares250.0K

Event2026-03-31

Filed2026-04-27

FNDC

SCHWAB STRATEGIC TR

4.56%

Shares496.9K

Event2026-03-31

Filed2026-04-27

FNDE

SCHWAB STRATEGIC TR

-2.14%

Shares594.8K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

0.25%

Shares267.1K

Event2026-03-31

Filed2026-04-27

GSIE

GOLDMAN SACHS ETF TR

-3.18%

Shares453.5K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

3.21%

Shares281.6K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-0.42%

Shares32.1K

Event2026-03-31

Filed2026-04-27

QLTY

GMO ETF TRUST

4.02%

Shares380.6K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

-1.14%

Shares498.1K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-5.75%

Shares375.7K

Event2026-03-31

Filed2026-04-27

SMMU

PIMCO ETF TR

16.58%

Shares161.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

5.70%

Shares17.0K

Event2026-03-31

Filed2026-04-27

STPZ

PIMCO ETF TR

-3.48%

Shares130.4K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

-4.53%

Shares67.1K

Event2026-03-31

Filed2026-04-27

MUNI

PIMCO ETF TR

9.09%

Shares89.3K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

3.84%

Shares83.3K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.73%

Shares13.5K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-1.25%

Shares5.9K

Event2026-03-31

Filed2026-04-27

RWL

INVESCO EXCH TRADED FD TR II

-0.42%

Shares32.5K

Event2026-03-31

Filed2026-04-27

AVDS

AMERICAN CENTY ETF TR

-0.23%

Shares49.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.50%

Shares11.8K

Event2026-03-31

Filed2026-04-27

VCRM

VANGUARD MUN BD FDS

10.06%

Shares45.4K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.30%

Shares13.1K

Event2026-03-31

Filed2026-04-27

PTRB

PGIM ETF TR

20.48%

Shares78.5K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

1.56%

Shares15.8K

Event2026-03-31

Filed2026-04-27

BIV

VANGUARD BD INDEX FDS

-9.83%

Shares38.4K

Event2026-03-31

Filed2026-04-27

FNDA

SCHWAB STRATEGIC TR

-1.71%

Shares68.2K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

-0.20%

Shares4.0K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

-1.65%

Shares3.0K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

-0.25%

Shares64.4K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

4.12%

Shares2.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-1.26%

Shares2.8K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

-4.26%

Shares28.1K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.11%

Shares7.6K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

4.66%

Shares12.9K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-16.19%

Shares4.2K

Event2026-03-31

Filed2026-04-27

AVSU

AMERICAN CENTY ETF TR

7.79%

Shares21.1K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

-3.88%

Shares50.2K

Event2026-03-31

Filed2026-04-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

IYY

ISHARES TR

-0.24%

Shares8.8K

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

7.74%

Shares3.0K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR SERIES TRUST

8.55%

Shares51.4K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

18.64%

Shares26.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

5.92%

Shares4.1K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

-11.04%

Shares14.8K

Event2026-03-31

Filed2026-04-27

GNMA

ISHARES TR

-29.02%

Shares25.7K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

4.43%

Shares11.7K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

-13.01%

Shares3.1K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

72.70%

Shares1.9K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

New

Shares9.2K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

1.37%

Shares12.7K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

-0.30%

Shares2.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

21.87%

Shares5.3K

Event2026-03-31

Filed2026-04-27

YUM

YUM BRANDS INC

-4.74%

Shares5.9K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

11.61%

Shares3.7K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

11.95%

Shares8.7K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-0.77%

Shares4.0K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

4.26%

Shares5.9K

Event2026-03-31

Filed2026-04-27

VSDM

VANGUARD MUN BD FDS

2.81%

Shares10.5K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-8.08%

Shares8.7K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

-2.69%

Shares2.8K

Event2026-03-31

Filed2026-04-27

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-27

MINO

PIMCO ETF TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

4.34%

Shares2.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.54%

Shares3.6K

Event2026-03-31

Filed2026-04-27

AIVL

WISDOMTREE TR

-0.33%

Shares6.4K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-21.38%

Shares7.3K

Event2026-03-31

Filed2026-04-27

NUBD

NUSHARES ETF TR

2.41%

Shares31.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

9.78%

Shares2.6K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

29.26%

Shares2.3K

Event2026-03-31

Filed2026-04-27

IBB

ISHARES TR

-4.04%

Shares3.3K

Event2026-03-31

Filed2026-04-27

GEM

GOLDMAN SACHS ETF TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

-5.31%

Shares1.7K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

-4.50%

Shares3.2K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

1.24%

Shares21.1K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

1.41%

Shares2.9K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

0.05%

Shares6.1K

Event2026-03-31

Filed2026-04-27

EPS

WISDOMTREE TR

66.67%

Shares6.5K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

1.47%

Shares1.2K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

14.92%

Shares2.6K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-1.80%

Shares3.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

15.03%

Shares1.4K

Event2026-03-31

Filed2026-04-27

AVSD

AMERICAN CENTY ETF TR

31.25%

Shares5.7K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

6.67%

Shares1.2K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-35.24%

Shares1.2K

Event2026-03-31

Filed2026-04-27

GDE

WISDOMTREE TR

71.64%

Shares6.0K

Event2026-03-31

Filed2026-04-27

NULG

NUSHARES ETF TR

-0.53%

Shares4.1K

Event2026-03-31

Filed2026-04-27

ESGD

ISHARES TR

-19.41%

Shares3.9K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-13.89%

Shares12.0K

Event2026-03-31

Filed2026-04-27

CSM

PROSHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-27

SUSA

ISHARES TR

-2.12%

Shares2.6K

Event2026-03-31

Filed2026-04-27

IWP

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-27

DLN

WISDOMTREE TR

0.13%

Shares3.9K

Event2026-03-31

Filed2026-04-27

ISTB

ISHARES TR

0.70%

Shares7.1K

Event2026-03-31

Filed2026-04-27

TSCO

TRACTOR SUPPLY CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-27

GBIL

GOLDMAN SACHS ETF TR

-37.74%

Shares3.3K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

-3.83%

Shares3.4K

Event2026-03-31

Filed2026-04-27

NULV

NUSHARES ETF TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-27

RFV

INVESCO EXCHANGE TRADED FD T

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

New

Shares313

Event2026-03-31

Filed2026-04-27

BOXX

EA SERIES TRUST

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

3.34%

Shares6.3K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

14.75%

Shares848

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-27

ILCG

ISHARES TR

0.03%

Shares3.0K

Event2026-03-31

Filed2026-04-27

NUSC

NUSHARES ETF TR

-0.41%

Shares6.1K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

New

Shares294

Event2026-03-31

Filed2026-04-27

IWN

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

XLG

INVESCO EXCHANGE TRADED FD T

0.02%

Shares4.8K

Event2026-03-31

Filed2026-04-27

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

AZO

AUTOZONE INC

2.78%

Shares74

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-27

AVSE

AMERICAN CENTY ETF TR

-0.38%

Shares3.7K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

0.22%

Shares5.0K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-3.75%

Shares1.8K

Event2026-03-31

Filed2026-04-27