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The Analysis of Kestra Investment Management, LLC's Holdings & P&L

Currently, Kestra Investment Management, LLC holds 439 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in VEU (+1.9M shares, valued at $146.4M), VGIT (+2.4M shares, valued at $141.3M), IUSB (+3.0M shares, valued at $140.5M); decreased their positions in VO (-322.4K shares, valued at $92.6M), JAAA (-1.5M shares, valued at $75.1M), USIG (-1.0M shares, valued at $51.7M); initiated new positions in VXF (+508.3K shares, valued at $104.6M), SPTI (+2.9M shares, valued at $82.2M), IAGG (+736.3K shares, valued at $36.8M).

1M P&L

+122.5M+2.92%

3M P&L

-178.1M-3.97%

HY P&L

+62.8M+1.48%

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/A3.7B

91.1%

2Semiconductors41.4M

1.0%

3Software - Infrastructure24.5M

0.6%

Top Industries by Stock Count

1N/A166 stocks

41.4%

2Software - Application16 stocks

4.0%

3Software - Infrastructure10 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSV ISHARES TR3.9M shares3.21%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F4.8M shares67.55%2026-03-312026-05-11

IUSB ISHARES TR7.6M shares66.06%2026-03-312026-05-11

SPYG SPDR SERIES TRUST3.6M shares36.83%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR3.1M shares106.78%2026-03-312026-05-11

DFIV DIMENSIONAL ETF TRUST4.0M shares64.81%2026-03-312026-05-11

QUAL ISHARES TR930.7K shares13.66%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS3.0M shares380.39%2026-03-312026-05-11

Sponsored

IUSG ISHARES TR1.1M shares0.18%2026-03-312026-05-11

DIHP DIMENSIONAL ETF TRUST5.1M shares92.31%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF3.8M shares81.53%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE3.3M shares61.26%2026-03-312026-05-11

PAVE GLOBAL X FDS2.7M shares300.01%2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST547.3K shares96.24%2026-03-312026-05-11

IVE ISHARES TR520.4K shares96.38%2026-03-312026-05-11

VXF VANGUARD INDEX FDS508.3K sharesnew addition2026-03-312026-05-11

Sponsored

BNDX VANGUARD CHARLOTTE FDS2.2M shares180.42%2026-03-312026-05-11

MUB ISHARES TR916.6K shares93.63%2026-03-312026-05-11

STIP ISHARES TR923.6K shares346.85%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II1.8M shares46.64%2026-03-312026-05-11

DEM WISDOMTREE TR1.9M shares58.13%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST2.6M shares1.86%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F1.7M shares24411.27%2026-03-312026-05-11

SPTI SPDR SERIES TRUST2.9M sharesnew addition2026-03-312026-05-11

Sponsored

TOTL SSGA ACTIVE ETF TR2.0M shares27.94%2026-03-312026-05-11

DFAI DIMENSIONAL ETF TRUST1.8M shares64.63%2026-03-312026-05-11

VWOB VANGUARD WHITEHALL FDS1.1M shares75.68%2026-03-312026-05-11

LRGF ISHARES TR964.2K shares69.37%2026-03-312026-05-11

MLN VANECK ETF TRUST3.3M shares44.90%2026-03-312026-05-11

FSMD FIDELITY COVINGTON TRUST1.2M shares-2.12%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS1.1M shares38.55%2026-03-312026-05-11

MBB ISHARES TR544.8K shares-8.22%2026-03-312026-05-11

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T2.0M shares23.70%2026-03-312026-05-11

FDVV FIDELITY COVINGTON TRUST801.3K shares317.93%2026-03-312026-05-11

ONEY SPDR SERIES TRUST350.8K shares-3.50%2026-03-312026-05-11

IAGG ISHARES TR736.3K sharesnew addition2026-03-312026-05-11

INTF ISHARES TR863.1K shares-30.87%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS696.1K shares0.27%2026-03-312026-05-11

JPIB J P MORGAN EXCHANGE TRADED F663.6K sharesnew addition2026-03-312026-05-11

CGIB CAPITAL GRP FIXED INCM ETF T1.3M shares298.93%2026-03-312026-05-11

Sponsored

CGMM CAPITAL GROUP EQUITY ETF TR1.1M shares90.61%2026-03-312026-05-11

JMBS JANUS DETROIT STR TR696.6K shares38.74%2026-03-312026-05-11

XFIV BONDBLOXX ETF TRUST639.9K sharesnew addition2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR1.2M sharesnew addition2026-03-312026-05-11

NVDA NVIDIA CORPORATION167.1K shares13.72%2026-03-312026-05-11

CGGO CAPITAL GROUP GBL GROWTH EQT716.9K shares91.43%2026-03-312026-05-11

XEMD BONDBLOXX ETF TRUST504.6K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP59.2K shares122.66%2026-03-312026-05-11

Sponsored

AAPL APPLE INC83.1K shares19.05%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST252.5K shares93.95%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR219.9K shares-5.66%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR159.0K shares106.85%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR135.6K shares100.88%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST335.9K sharesnew addition2026-03-312026-05-11

DFGX DIMENSIONAL ETF TRUST258.5K shares59.28%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR115.4K shares96.88%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC37.9K shares-8.45%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST210.9K shares49.69%2026-03-312026-05-11

MUNI PIMCO ETF TR188.9K shares-17.13%2026-03-312026-05-11

AVIG AMERICAN CENTY ETF TR225.1K shares-12.24%2026-03-312026-05-11

PAAA PGIM ETF TR154.0K sharesnew addition2026-03-312026-05-11

INFL LISTED FDS TR146.4K shares-6.62%2026-03-312026-05-11

DUHP DIMENSIONAL ETF TRUST198.3K shares112.55%2026-03-312026-05-11

AMZN AMAZON COM INC34.2K shares-31.02%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC22.9K shares-11.89%2026-03-312026-05-11

QCOM QUALCOMM INC54.0K shares204.83%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO23.3K shares-24.97%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC18.9K shares74.75%2026-03-312026-05-11

CGSD CAPITAL GRP FIXED INCM ETF T240.1K sharesnew addition2026-03-312026-05-11

META META PLATFORMS INC10.1K shares-32.90%2026-03-312026-05-11

JHG JANUS HENDERSON GROUP PLC102.8K shares49.17%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares-3.83%2026-03-312026-05-11

Sponsored

IVV ISHARES TR7.5K shares14.70%2026-03-312026-05-11

QRVO QORVO INC63.2K shares1.46%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC29.2K shares32.70%2026-03-312026-05-11

CSCO CISCO SYS INC60.2K shares-29.50%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON18.4K shares-0.09%2026-03-312026-05-11

CHWY CHEWY INC165.4K shares57.04%2026-03-312026-05-11

CAIE CALAMOS ETF TR168.2K sharesnew addition2026-03-312026-05-11

THC TENET HEALTHCARE CORP21.9K shares38.05%2026-03-312026-05-11

Sponsored

DFAS DIMENSIONAL ETF TRUST58.2K shares-7.14%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP41.5K shares36.18%2026-03-312026-05-11

TSLA TESLA INC10.5K shares20.00%2026-03-312026-05-11

VTI VANGUARD INDEX FDS12.0K shares301.07%2026-03-312026-05-11

DG DOLLAR GEN CORP31.4K shares77.96%2026-03-312026-05-11

NRG NRG ENERGY INC25.2K shares0.84%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC12.9K sharesnew addition2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST92.9K shares63.99%2026-03-312026-05-11

Sponsored

IEFA ISHARES TR39.1K shares11.21%2026-03-312026-05-11

FDX FEDEX CORP9.3K shares674.65%2026-03-312026-05-11

LYB LYONDELLBASELL INDUSTRIES NV41.0K shares45.57%2026-03-312026-05-11

ALPHABET INC ALPHABET INC10.9K shares18.61%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.5K shares-38.16%2026-03-312026-05-11

BWA BORGWARNER INC57.1K sharesnew addition2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC60.9K shares-11.95%2026-03-312026-05-11

ADSK AUTODESK INC12.4K shares-27.73%2026-03-312026-05-11

Sponsored

LVS LAS VEGAS SANDS CORP54.1K shares34.61%2026-03-312026-05-11

TFSL TFS FINL CORP204.0K shares-4.91%2026-03-312026-05-11

PFE PFIZER INC101.9K sharesnew addition2026-03-312026-05-11

NYT NEW YORK TIMES CO MTN BE33.5K shares33.76%2026-03-312026-05-11

ALNY ALNYLAM PHARMACEUTICALS INC8.4K shares39.61%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.2K shares9.20%2026-03-312026-05-11

ADT ADT INC DEL410.8K shares34.15%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR4.7K shares8.51%2026-03-312026-05-11

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DELL DELL TECHNOLOGIES INC16.3K shares289.48%2026-03-312026-05-11

LLY ELI LILLY & CO2.9K shares33.75%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC30.8K shares-23.86%2026-03-312026-05-11

EXPE EXPEDIA GROUP INC11.5K shares20.81%2026-03-312026-05-11

VAL VALARIS LTD27.1K shares4.36%2026-03-312026-05-11

RNR RENAISSANCERE HLDGS LTD8.9K shares55.20%2026-03-312026-05-11

LNG CHENIERE ENERGY INC9.2K shares-31.30%2026-03-312026-05-11

INTU INTUIT6.0K shares67.73%2026-03-312026-05-11

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CF CF INDUSTRIES HOLD19.8K shares27.68%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC26.2K shares1084.74%2026-03-312026-05-11

HYG ISHARES TR32.3K shares717.50%2026-03-312026-05-11

NFLX NETFLIX INC.26.4K shares16.67%2026-03-312026-05-11

PEGA PEGASYSTEMS INC59.2K shares-17.54%2026-03-312026-05-11

WU WESTERN UN CO286.9K shares19.84%2026-03-312026-05-11

NTAP NETAPP INC24.1K shares78.62%2026-03-312026-05-11

V VISA INC8.1K shares-4.61%2026-03-312026-05-11

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USB US BANCORP46.9K sharesnew addition2026-03-312026-05-11

ABBV ABBVIE INC11.1K shares81.99%2026-03-312026-05-11

MLI MUELLER INDS INC21.7K shares65.06%2026-03-312026-05-11

XOM EXXON MOBIL CORP14.1K shares-10.43%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC138.7K shares-8.50%2026-03-312026-05-11

TPR TAPESTRY INC16.2K shares197.56%2026-03-312026-05-11

APAM ARTISAN PARTNERS ASSET MGMT62.4K shares2.29%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC18.6K shares-6.40%2026-03-312026-05-11

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ANF ABERCROMBIE & FITCH CO23.6K shares124.16%2026-03-312026-05-11

CENCORA INC CENCORA INC6.7K shares-23.23%2026-03-312026-05-11

PCTY PAYLOCITY HLDG CORP19.3K shares-13.24%2026-03-312026-05-11

AMAT APPLIED MATLS INC6.0K shares-48.98%2026-03-312026-05-11

ENSG ENSIGN GROUP INC9.9K shares24.33%2026-03-312026-05-11

RNG RINGCENTRAL INC53.3K sharesnew addition2026-03-312026-05-11

RHI ROBERT HALF INC.77.0K shares18.76%2026-03-312026-05-11

GILD GILEAD SCIENCES INC13.9K shares30.06%2026-03-312026-05-11

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ITT INC ITT INC10.1K shares-26.85%2026-03-312026-05-11

KNSL KINSALE CAP GROUP INC5.4K shares61.20%2026-03-312026-05-11

VTV VANGUARD INDEX FDS9.4K shares-27.29%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP8.6K shares-29.68%2026-03-312026-05-11

VUG VANGUARD INDEX FDS4.2K shares-30.20%2026-03-312026-05-11

CAH CARDINAL HEALTH INC8.6K shares698.98%2026-03-312026-05-11

CHE CHEMED CORP NEW4.7K shares57.80%2026-03-312026-05-11

AIT APPLIED INDL TECHNOLOGIES IN6.8K shares122.00%2026-03-312026-05-11

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VO VANGUARD INDEX FDS6.1K shares-98.13%2026-03-312026-05-11

IPGP IPG PHOTONICS CORP15.3K shares37.20%2026-03-312026-05-11

FIX COMFORT SYS USA INC1.3K shares-13.18%2026-03-312026-05-11

CAT CATERPILLAR INC2.4K shares-9.62%2026-03-312026-05-11

MANH MANHATTAN ASSOCIATES INC13.0K shares70.70%2026-03-312026-05-11

ROKU ROKU INC18.1K shares40.25%2026-03-312026-05-11

PAYX PAYCHEX INC18.5K sharesnew addition2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC18.9K shares20.62%2026-03-312026-05-11

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ORCL ORACLE CORP11.4K shares-19.38%2026-03-312026-05-11

EXEL EXELIXIS INC38.6K shares34.68%2026-03-312026-05-11

ACM AECOM19.4K shares-18.85%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR36.0K shares-77.61%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.5K sharesnew addition2026-03-312026-05-11

DOCU DOCUSIGN INC33.1K shares124.58%2026-03-312026-05-11

AMGN AMGEN INC4.5K shares-35.09%2026-03-312026-05-11

RYN RAYONIER INC75.6K shares60.65%2026-03-312026-05-11

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AMP AMERIPRISE FINL INC3.5K shares-54.90%2026-03-312026-05-11

WBS WEBSTER FINL CORP22.1K sharesnew addition2026-03-312026-05-11

COF CAPITAL ONE FINL CORP8.3K shares-33.84%2026-03-312026-05-11

DINO HF SINCLAIR CORP24.1K shares87.25%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP2.5K shares16.53%2026-03-312026-05-11

BBY BEST BUY INC23.3K shares17.98%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F26.3K shares12.60%2026-03-312026-05-11

SWKS SKYWORKS SOLUTIONS INC27.7K shares39.86%2026-03-312026-05-11

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VEA VANGUARD TAX-MANAGED FDS22.6K shares31.11%2026-03-312026-05-11

MTN VAIL RESORTS INC11.2K shares28.97%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC3.7K shares62.27%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares-11.22%2026-03-312026-05-11

USHY ISHARES TR37.8K shares4.93%2026-03-312026-05-11

PK PARK HOTELS & RESORTS INC129.2K shares24.02%2026-03-312026-05-11

DECK DECKERS OUTDOOR CORP13.5K sharesnew addition2026-03-312026-05-11

KD KYNDRYL HLDGS INC102.2K shares640.76%2026-03-312026-05-11

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IBKR INTERACTIVE BROKERS GROUP IN19.9K shares-46.02%2026-03-312026-05-11

PG PROCTER & GAMBLE CO9.2K shares127.57%2026-03-312026-05-11

GJUL FIRST TR EXCHNG TRADED FD VI31.6K shares-0.76%2026-03-312026-05-11

ESAB ESAB CORPORATION13.3K shares48.33%2026-03-312026-05-11

COP CONOCOPHILLIPS9.6K shares16.88%2026-03-312026-05-11

W WAYFAIR INC16.8K sharesnew addition2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC8.6K shares27.54%2026-03-312026-05-11

IVW ISHARES TR11.1K shares69.46%2026-03-312026-05-11

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BNL BROADSTONE NET LEASE INC66.2K shares-14.83%2026-03-312026-05-11

FIBK FIRST INTST BANCSYSTEM INC36.2K shares-6.33%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T1.8K shares114.52%2026-03-312026-05-11

EFG ISHARES TR10.7K shares184.57%2026-03-312026-05-11

CPA COPA HOLDINGS SA10.4K shares-22.57%2026-03-312026-05-11

CAFX PROFESIONALLY MANAGED PORTFO46.6K shares-7.73%2026-03-312026-05-11

AM ANTERO MIDSTREAM CORP50.7K shares-31.77%2026-03-312026-05-11

MA MASTERCARD INCORPORATED2.2K shares-38.10%2026-03-312026-05-11

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FMC FMC CORP64.9K sharesnew addition2026-03-312026-05-11

ABR ARBOR REALTY TRUST INC144.7K shares-24.16%2026-03-312026-05-11

BEN FRANKLIN RESOURCES INC47.2K sharesnew addition2026-03-312026-05-11

KO COCA COLA CO14.5K shares227.13%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO18.2K shares32.75%2026-03-312026-05-11

TTEK TETRA TECH INC NEW36.5K sharesnew addition2026-03-312026-05-11

MDB MONGODB INC4.4K shares-5.42%2026-03-312026-05-11

DBEF DBX ETF TR21.9K shares-5.00%2026-03-312026-05-11

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PFFD GLOBAL X FDS57.5K shares16.03%2026-03-312026-05-11

COKE COCA COLA CONS INC5.5K sharesnew addition2026-03-312026-05-11

KHC KRAFT HEINZ CO46.2K sharesnew addition2026-03-312026-05-11

PII POLARIS INC19.1K shares-12.68%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP3.9K shares-23.46%2026-03-312026-05-11

PEP PEPSICO INC6.6K sharesnew addition2026-03-312026-05-11

PPC PILGRIMS PRIDE CORP27.3K shares15.97%2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW20.4K sharesnew addition2026-03-312026-05-11

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CALM CAL MAINE FOODS INC12.9K shares-42.09%2026-03-312026-05-11

TDC TERADATA CORP DEL39.5K shares98.57%2026-03-312026-05-11

NEE NEXTERA ENERGY INC10.9K shares8.60%2026-03-312026-05-11

CAG CONAGRA BRANDS INC63.5K sharesnew addition2026-03-312026-05-11

JAAA JANUS DETROIT STR TR19.6K shares-98.70%2026-03-312026-05-11

IWD ISHARES TR4.6K shares81.06%2026-03-312026-05-11

AVA AVISTA CORP24.2K shares67.41%2026-03-312026-05-11

BKH BLACK HILLS CORP13.9K shares-12.04%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION967 shares-28.53%2026-03-312026-05-11

IGLB ISHARES TR19.4K shares-97.91%2026-03-312026-05-11

GLPI GAMING & LEISURE P21.6K shares25.16%2026-03-312026-05-11

NJR NEW JERSEY RES CORP17.4K shares-20.90%2026-03-312026-05-11

RGLD ROYAL GOLD INC3.7K shares-41.91%2026-03-312026-05-11

TJX TJX COS INC NEW5.9K shares33.55%2026-03-312026-05-11

OHI OMEGA HEALTHCARE INVS INC21.1K sharesnew addition2026-03-312026-05-11

HIW HIGHWOODS PPTYS INC43.1K sharesnew addition2026-03-312026-05-11

Sponsored

MEDP MEDPACE HLDGS INC1.9K sharesnew addition2026-03-312026-05-11

VVV VALVOLINE INC27.1K shares-14.24%2026-03-312026-05-11

ZM ZOOM COMMUNICATIONS INC11.3K shares18.71%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC3.3K shares-30.04%2026-03-312026-05-11

RTX RTX CORPORATION4.6K shares-25.28%2026-03-312026-05-11

HEFA ISHARES TR20.5K shares2.21%2026-03-312026-05-11

CGMS CAPITAL GRP FIXED INCM ETF T31.6K shares-88.27%2026-03-312026-05-11

SPIB SPDR SERIES TRUST25.4K shares255.04%2026-03-312026-05-11

Sponsored

AMG AFFILIATED MANAGERS GROUP3.1K shares-44.48%2026-03-312026-05-11

LOGI LOGITECH INTL S A9.1K shares57.18%2026-03-312026-05-11

T AT&T INC28.5K shares29.00%2026-03-312026-05-11

SPYV SPDR SERIES TRUST14.6K shares52.61%2026-03-312026-05-11

EFV ISHARES TR11.0K shares8.41%2026-03-312026-05-11

APLE APPLE HOSPITALITY REIT INC70.9K shares63.18%2026-03-312026-05-11

DBX DROPBOX INC35.5K shares-7.73%2026-03-312026-05-11

VB VANGUARD INDEX FDS3.1K shares48.85%2026-03-312026-05-11

Sponsored

INCY INCYTE CORP8.4K sharesnew addition2026-03-312026-05-11

DE DEERE & CO1.4K shares17.67%2026-03-312026-05-11

USRT ISHARES TR13.2K shares-95.84%2026-03-312026-05-11

EIX EDISON INTL10.7K sharesnew addition2026-03-312026-05-11

ABNB AIRBNB INC6.2K shares24.11%2026-03-312026-05-11

SPMB SPDR SERIES TRUST34.7K shares-79.48%2026-03-312026-05-11

CORPAY INC CORPAY INC2.6K shares3.68%2026-03-312026-05-11

SFM SPROUTS FMRS MKT INC9.9K sharesnew addition2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC3.9K shares126.53%2026-03-312026-05-11

AAON AAON INC9.1K shares-19.29%2026-03-312026-05-11

BAC BANK AMERICA CORP15.2K shares-1.88%2026-03-312026-05-11

DLTR DOLLAR TREE INC6.7K shares-31.08%2026-03-312026-05-11

CVLT COMMVAULT SYS INC9.2K sharesnew addition2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN3.5K shares76.63%2026-03-312026-05-11

OKE ONEOK INC NEW7.8K sharesnew addition2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION5.4K shares6.19%2026-03-312026-05-11

Sponsored

SPYM SPDR SERIES TRUST9.1K shares2.76%2026-03-312026-05-11

IWF ISHARES TR1.6K sharesnew addition2026-03-312026-05-11

LYFT LYFT INC52.2K sharesnew addition2026-03-312026-05-11

GAUG FIRST TR EXCHNG TRADED FD VI17.6K shares34.71%2026-03-312026-05-11

IEF ISHARES TR7.1K shares-13.31%2026-03-312026-05-11

FOXA FOX CORP11.4K shares-15.68%2026-03-312026-05-11

AMCOR PLC AMCOR PLC16.5K sharesnew addition2026-03-312026-05-11

EBAY EBAY INC.7.2K shares21.16%2026-03-312026-05-11

Sponsored

LYV LIVE NATION ENTERTAINMENT IN4.3K shares29.86%2026-03-312026-05-11

SM SM ENERGY COMPANY20.6K sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR7.2K shares40.69%2026-03-312026-05-11

BLD TOPBUILD COR1.7K shares35.57%2026-03-312026-05-11

HD HOME DEPOT INC1.8K shares60.44%2026-03-312026-05-11

CME CME GROUP INC2.0K shares-46.04%2026-03-312026-05-11

RPRX ROYALTY PHARMA PLC12.3K shares-11.96%2026-03-312026-05-11

WTS WATTS WATER TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-05-11

Sponsored

CRM SALESFORCE INC3.1K shares43.54%2026-03-312026-05-11

BIL SPDR SERIES TRUST6.2K shares22.01%2026-03-312026-05-11

WMT WALMART INC4.6K shares-28.76%2026-03-312026-05-11

FTCB FIRST TR EXCHANGE-TRADED FD26.9K shares45.98%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD5.1K shares77.34%2026-03-312026-05-11

CMCSA COMCAST CORP NEW19.4K shares-13.46%2026-03-312026-05-11

TGT TARGET CORP4.6K shares-10.11%2026-03-312026-05-11

PRGO PERRIGO CO PLC51.2K shares103.00%2026-03-312026-05-11

Sponsored

HYDB ISHARES TR11.8K shares-97.81%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW2.9K shares-39.82%2026-03-312026-05-11

PHM PULTE GROUP INC4.7K shares50.60%2026-03-312026-05-11

PBDE PGIM ROCK ETF TR18.8K shares0.00%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD8.0K shares74.58%2026-03-312026-05-11

OMC OMNICOM GROUP INC7.1K sharesnew addition2026-03-312026-05-11

FAST FASTENAL CO11.3K sharesnew addition2026-03-312026-05-11

CVX CHEVRON CORPORATION2.5K shares-41.58%2026-03-312026-05-11

Sponsored

FN FABRINET978 shares-2.98%2026-03-312026-05-11

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.5K shares-4.85%2026-03-312026-05-11

BDYN BLACKROCK ETF TRUST20.2K sharesnew addition2026-03-312026-05-11

SPTM SPDR SERIES TRUST6.2K shares83.71%2026-03-312026-05-11

OGS ONE GAS INC5.6K shares-66.92%2026-03-312026-05-11

LCII LCI INDS3.9K shares-0.59%2026-03-312026-05-11

FLO FLOWERS FOODS INC58.3K sharesnew addition2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC1.6K shares-30.28%2026-03-312026-05-11

Sponsored

ICVT ISHARES TR4.5K shares-86.69%2026-03-312026-05-11

NSA NATIONAL STORAGE AFFILIATES12.2K shares-16.89%2026-03-312026-05-11

SPSB SPDR SERIES TRUST15.3K shares-2.45%2026-03-312026-05-11

BJ BJS WHSL CLUB HLDGS INC4.6K shares34.82%2026-03-312026-05-11

SYF SYNCHRONY FINANCIAL6.7K sharesnew addition2026-03-312026-05-11

MC MOELIS & CO8.0K shares43.67%2026-03-312026-05-11

DIS DISNEY WALT CO4.6K sharesnew addition2026-03-312026-05-11

GM GENERAL MTRS CO5.9K shares-13.55%2026-03-312026-05-11

Sponsored

VFLO VICTORY PORTFOLIOS II11.0K shares108.24%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares11.33%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP1.5K shares-12.03%2026-03-312026-05-11

FBUF FIDELITY GREENWOOD STREET TR14.2K shares-72.96%2026-03-312026-05-11

TDIV FIRST TR EXCHANGE TRADED FD4.5K shares-4.07%2026-03-312026-05-11

XEL XCEL ENERGY INC5.2K shares1.22%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS5.3K shares45.56%2026-03-312026-05-11

EMN EASTMAN CHEM CO5.3K sharesnew addition2026-03-312026-05-11

Sponsored

LDUR PIMCO ETF TR4.2K shares84.76%2026-03-312026-05-11

LCTU BLACKROCK ETF TRUST5.8K shares-9.80%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP4.2K shares-32.76%2026-03-312026-05-11

UNP UNION PAC CORP1.7K sharesnew addition2026-03-312026-05-11

HWM HOWMET AEROSPACE INC1.7K shares53.24%2026-03-312026-05-11

CIEN CIENA CORP1.0K sharesnew addition2026-03-312026-05-11

NOW SERVICENOW INC3.7K shares60.09%2026-03-312026-05-11

AMKR AMKOR TECHNOLOGY INC8.6K shares-1.77%2026-03-312026-05-11

Sponsored

ISRG INTUITIVE SURGICAL INC843 shares-27.52%2026-03-312026-05-11

EME EMCOR GROUP INC513 shares-81.06%2026-03-312026-05-11

CVS CVS HEALTH CORP5.2K sharesnew addition2026-03-312026-05-11

TFC TRUIST FINL CORP8.0K shares21.22%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K sharesnew addition2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC1.0K shares-31.48%2026-03-312026-05-11

JXN JACKSON FINANCIAL INC3.4K shares-13.05%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE IN1.8K shares26.68%2026-03-312026-05-11

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.2K shares15.98%2026-03-312026-05-11

WMB WILLIAMS COS INC4.9K sharesnew addition2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS1.6K sharesnew addition2026-03-312026-05-11

IBTI ISHARES TR15.9K shares1.15%2026-03-312026-05-11

APPF APPFOLIO INC2.2K shares57.91%2026-03-312026-05-11

GRMN GARMIN LTD1.5K shares-44.47%2026-03-312026-05-11

IBTH ISHARES TR15.7K shares1.15%2026-03-312026-05-11

KLAC KLA CORP238 sharesnew addition2026-03-312026-05-11

Sponsored

IBTJ ISHARES TR16.0K shares0.58%2026-03-312026-05-11

IBTG ISHARES TR15.2K shares0.01%2026-03-312026-05-11

IBTK ISHARES TR17.7K shares0.57%2026-03-312026-05-11

COLB COLUMBIA BKG SYS INC12.7K shares-47.04%2026-03-312026-05-11

GNTX GENTEX CORP15.9K sharesnew addition2026-03-312026-05-11

CSL CARLISLE COS INC1.0K shares-40.63%2026-03-312026-05-11

IBTL ISHARES TR17.0K shares0.25%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC1.7K shares-2.75%2026-03-312026-05-11

Sponsored

IBTM ISHARES TR15.0K shares0.23%2026-03-312026-05-11

GBIL GOLDMAN SACHS ETF TR3.4K shares29.17%2026-03-312026-05-11

LINDE PLC LINDE PLC678 shares-47.48%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO1.0K shares-0.85%2026-03-312026-05-11

GLD SPDR GOLD TR770 shares-24.14%2026-03-312026-05-11

ARES ARES MANAGEMENT CORPORATION3.0K sharesnew addition2026-03-312026-05-11

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-03-312026-05-11

VNO VORNADO RLTY TR12.7K sharesnew addition2026-03-312026-05-11

Sponsored

NXST NEXSTAR MEDIA GROUP INC1.8K shares-49.56%2026-03-312026-05-11

IWB ISHARES TR897 shares1.93%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC646 shares2.87%2026-03-312026-05-11

IJR ISHARES TR2.5K shares4.50%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-05-11

HPE HEWLETT PACKARD ENTERPRISE C13.1K shares12.32%2026-03-312026-05-11

HON HONEYWELL INTL INC1.4K sharesnew addition2026-03-312026-05-11

IXUS ISHARES TR3.5K shares22.90%2026-03-312026-05-11

Sponsored

CSX CSX CORP7.4K sharesnew addition2026-03-312026-05-11

HAS HASBRO INC3.2K sharesnew addition2026-03-312026-05-11

USIG ISHARES TR5.8K shares-99.42%2026-03-312026-05-11

HRL HORMEL FOODS CORP13.1K shares-23.11%2026-03-312026-05-11

LRGE LEGG MASON ETF INVT3.9K shares0.00%2026-03-312026-05-11

IDA IDACORP INC2.1K shares-51.24%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC6.5K shares-22.22%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC4.2K shares15.14%2026-03-312026-05-11

Sponsored

GAPR FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2026-03-312026-05-11

LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST6.3K shares-35.04%2026-03-312026-05-11

TER TERADYNE INC976 sharesnew addition2026-03-312026-05-11

APH AMPHENOL CORP2.3K shares16.22%2026-03-312026-05-11

MMM 3M CO1.9K shares-0.62%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP1.0K shares-15.98%2026-03-312026-05-11

EPR EPR PPTYS5.6K shares-63.18%2026-03-312026-05-11

ACWI ISHARES TR2.0K shares0.00%2026-03-312026-05-11

Sponsored

NET CLOUDFLARE INC1.3K shares17.06%2026-03-312026-05-11

EQH EQUITABLE HLDGS INC7.4K shares-28.74%2026-03-312026-05-11

JIRE J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-03-312026-05-11

GIS GENERAL MILLS INC7.3K sharesnew addition2026-03-312026-05-11

CPB THE CAMPBELLS COMPANY12.2K sharesnew addition2026-03-312026-05-11

MS MORGAN STANLEY1.6K shares41.22%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC2.4K shares-63.33%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC1.3K sharesnew addition2026-03-312026-05-11

Sponsored

DSI ISHARES TR2.2K shares-8.24%2026-03-312026-05-11

SHY ISHARES TR3.2K shares-12.43%2026-03-312026-05-11

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS1.8K shares2.39%2026-03-312026-05-11

DON WISDOMTREE TR4.9K shares0.00%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC2.3K shares49.93%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN1.6K shares23.70%2026-03-312026-05-11

NVS NOVARTIS AG1.7K shares15.52%2026-03-312026-05-11

Sponsored

MSM MSC INDL DIRECT INC2.8K shares3.67%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL658 shares-20.05%2026-03-312026-05-11

HACK AMPLIFY ETF TR3.4K sharesnew addition2026-03-312026-05-11

IGSB ISHARES TR4.9K shares-98.63%2026-03-312026-05-11

XAR SPDR SERIES TRUST991 shares13.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.0K sharesnew addition2026-03-312026-05-11

WCC WESCO INTL INC903 sharesnew addition2026-03-312026-05-11

DOW DOW HLDGS INC5.9K sharesnew addition2026-03-312026-05-11

Sponsored

XLU SELECT SECTOR SPDR TR5.3K sharesnew addition2026-03-312026-05-11

ABT ABBOTT LABORATORIES2.3K shares3.85%2026-03-312026-05-11

SPGI S&P GLOBAL INC567 shares-56.72%2026-03-312026-05-11

MDGL MADRIGAL PHARMACEUTICALS INC460 shares3.37%2026-03-312026-05-11

SNY SANOFI SA5.0K sharesnew addition2026-03-312026-05-11

WPC WP CAREY INC3.5K shares-25.33%2026-03-312026-05-11

MCD MCDONALDS CORP764 sharesnew addition2026-03-312026-05-11

PLD PROLOGIS INC.1.8K shares-5.13%2026-03-312026-05-11

Sponsored

NMIH NMI HLDGS INC6.3K shares21.01%2026-03-312026-05-11

JBND J P MORGAN EXCHANGE TRADED F4.4K shares-51.28%2026-03-312026-05-11

SNOW SNOWFLAKE INC1.5K sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP1.1K sharesnew addition2026-03-312026-05-11

FVD FIRST TR EXCHANGE-TRADED FD4.9K shares6.66%2026-03-312026-05-11

WFC WELLS FARGO & CO2.9K sharesnew addition2026-03-312026-05-11

SHOP SHOPIFY INC1.9K sharesnew addition2026-03-312026-05-11

NUE NUCOR CORP1.3K sharesnew addition2026-03-312026-05-11

Sponsored

CL COLGATE PALMOLIVE CO2.6K sharesnew addition2026-03-312026-05-11

NU NU HLDGS LTD15.6K shares32.82%2026-03-312026-05-11

CB CHUBB LTD SWITZ678 sharesnew addition2026-03-312026-05-11

SCMB SCHWAB STRATEGIC TR8.6K sharesnew addition2026-03-312026-05-11

THRO BLACKROCK ETF TRUST6.0K sharesnew addition2026-03-312026-05-11

BLV VANGUARD BD INDEX FDS3.2K shares8.42%2026-03-312026-05-11

REYN REYNOLDS CONSUMER PRODS INC10.2K sharesnew addition2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC.3.3K sharesnew addition2026-03-312026-05-11

Sponsored

VICI VICI PPTYS INC7.9K sharesnew addition2026-03-312026-05-11

GNOV FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2026-03-312026-05-11

IWP ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST6.2K sharesnew addition2026-03-312026-05-11

SUSC ISHARES TR9.0K shares1.69%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC991 shares-44.85%2026-03-312026-05-11

CUBE CUBESMART5.6K sharesnew addition2026-03-312026-05-11

MRP MILLROSE PPTYS INC7.3K sharesnew addition2026-03-312026-05-11

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC5.5K sharesnew addition2026-03-312026-05-11

BUFT FIRST TR EXCHNG TRADED FD VI8.1K sharesnew addition2026-03-312026-05-11

USXF ISHARES TR3.6K shares1.48%2026-03-312026-05-11

RKT ROCKET COS INC13.0K sharesnew addition2026-03-312026-05-11

MPW MEDICAL PROPERTIES TRUST INC12.6K shares-71.90%2026-03-312026-05-11

ABEV AMBEV SA14.2K shares3.20%2026-03-312026-05-11

ALIT ALIGHT INC17.8K shares-82.59%2026-03-312026-05-11

IUSV

ISHARES TR

3.21%

Shares3.9M

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

67.55%

Shares4.8M

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

66.06%

Shares7.6M

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

36.83%

Shares3.6M

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

106.78%

Shares3.1M

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

64.81%

Shares4.0M

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

13.66%

Shares930.7K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

380.39%

Shares3.0M

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

0.18%

Shares1.1M

Event2026-03-31

Filed2026-05-11

DIHP

DIMENSIONAL ETF TRUST

92.31%

Shares5.1M

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

81.53%

Shares3.8M

Event2026-03-31

Filed2026-05-11

CGDV

CAPITAL GROUP DIVIDEND VALUE

61.26%

Shares3.3M

Event2026-03-31

Filed2026-05-11

PAVE

GLOBAL X FDS

300.01%

Shares2.7M

Event2026-03-31

Filed2026-05-11

FTEC

FIDELITY COVINGTON TRUST

96.24%

Shares547.3K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

96.38%

Shares520.4K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

New

Shares508.3K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

180.42%

Shares2.2M

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

93.63%

Shares916.6K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

346.85%

Shares923.6K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

46.64%

Shares1.8M

Event2026-03-31

Filed2026-05-11

DEM

WISDOMTREE TR

58.13%

Shares1.9M

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

1.86%

Shares2.6M

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

24411.27%

Shares1.7M

Event2026-03-31

Filed2026-05-11

SPTI

SPDR SERIES TRUST

New

Shares2.9M

Event2026-03-31

Filed2026-05-11

TOTL

SSGA ACTIVE ETF TR

27.94%

Shares2.0M

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

64.63%

Shares1.8M

Event2026-03-31

Filed2026-05-11

VWOB

VANGUARD WHITEHALL FDS

75.68%

Shares1.1M

Event2026-03-31

Filed2026-05-11

LRGF

ISHARES TR

69.37%

Shares964.2K

Event2026-03-31

Filed2026-05-11

MLN

VANECK ETF TRUST

44.90%

Shares3.3M

Event2026-03-31

Filed2026-05-11

FSMD

FIDELITY COVINGTON TRUST

-2.12%

Shares1.2M

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

38.55%

Shares1.1M

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

-8.22%

Shares544.8K

Event2026-03-31

Filed2026-05-11

CGCP

CAPITAL GRP FIXED INCM ETF T

23.70%

Shares2.0M

Event2026-03-31

Filed2026-05-11

FDVV

FIDELITY COVINGTON TRUST

317.93%

Shares801.3K

Event2026-03-31

Filed2026-05-11

ONEY

SPDR SERIES TRUST

-3.50%

Shares350.8K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

New

Shares736.3K

Event2026-03-31

Filed2026-05-11

INTF

ISHARES TR

-30.87%

Shares863.1K

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

0.27%

Shares696.1K

Event2026-03-31

Filed2026-05-11

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares663.6K

Event2026-03-31

Filed2026-05-11

CGIB

CAPITAL GRP FIXED INCM ETF T

298.93%

Shares1.3M

Event2026-03-31

Filed2026-05-11

CGMM

CAPITAL GROUP EQUITY ETF TR

90.61%

Shares1.1M

Event2026-03-31

Filed2026-05-11

JMBS

JANUS DETROIT STR TR

38.74%

Shares696.6K

Event2026-03-31

Filed2026-05-11

XFIV

BONDBLOXX ETF TRUST

New

Shares639.9K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

New

Shares1.2M

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

13.72%

Shares167.1K

Event2026-03-31

Filed2026-05-11

CGGO

CAPITAL GROUP GBL GROWTH EQT

91.43%

Shares716.9K

Event2026-03-31

Filed2026-05-11

XEMD

BONDBLOXX ETF TRUST

New

Shares504.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

122.66%

Shares59.2K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

19.05%

Shares83.1K

Event2026-03-31

Filed2026-05-11

DFUS

DIMENSIONAL ETF TRUST

93.95%

Shares252.5K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

-5.66%

Shares219.9K

Event2026-03-31

Filed2026-05-11

AVUS

AMERICAN CENTY ETF TR

106.85%

Shares159.0K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

100.88%

Shares135.6K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

New

Shares335.9K

Event2026-03-31

Filed2026-05-11

DFGX

DIMENSIONAL ETF TRUST

59.28%

Shares258.5K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

96.88%

Shares115.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-8.45%

Shares37.9K

Event2026-03-31

Filed2026-05-11

DFSD

DIMENSIONAL ETF TRUST

49.69%

Shares210.9K

Event2026-03-31

Filed2026-05-11

MUNI

PIMCO ETF TR

-17.13%

Shares188.9K

Event2026-03-31

Filed2026-05-11

AVIG

AMERICAN CENTY ETF TR

-12.24%

Shares225.1K

Event2026-03-31

Filed2026-05-11

PAAA

PGIM ETF TR

New

Shares154.0K

Event2026-03-31

Filed2026-05-11

INFL

LISTED FDS TR

-6.62%

Shares146.4K

Event2026-03-31

Filed2026-05-11

DUHP

DIMENSIONAL ETF TRUST

112.55%

Shares198.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-31.02%

Shares34.2K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-11.89%

Shares22.9K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

204.83%

Shares54.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-24.97%

Shares23.3K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

74.75%

Shares18.9K

Event2026-03-31

Filed2026-05-11

CGSD

CAPITAL GRP FIXED INCM ETF T

New

Shares240.1K

Event2026-03-31

Filed2026-05-11