Sponsored

The Analysis of Lakeridge Wealth Management LLC's Holdings & P&L

Currently, Lakeridge Wealth Management LLC holds 169 types of securities in its portfolio with a total value $232.6M. In the most recent quarter, they have increased their positions in ISTB (+34.7K shares, valued at $1.7M), JMST (+31.5K shares, valued at $1.6M), MEAR (+31.8K shares, valued at $1.6M); decreased their positions in AMT (-2.0K shares, valued at $336.6K), SPY (-330 shares, valued at $214.7K), N/A (-1.1K shares, valued at $202.2K); initiated new positions in JMST (+31.5K shares, valued at $1.6M), MEAR (+31.8K shares, valued at $1.6M), SMMU (+31.6K shares, valued at $1.6M).

1M P&L

+5.9M+2.56%

3M P&L

+3.7M+1.57%

HY P&L

+15.9M+7.18%

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/A149.3M

67.7%

2Specialty Chemicals11.9M

5.4%

3Semiconductors6.9M

3.1%

Top Industries by Stock Count

1N/A89 stocks

58.2%

2Drug Manufacturers - General4 stocks

2.6%

3Aerospace & Defense4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FDVV FIDELITY COVINGTON TRUST357.9K shares4.71%2026-03-312026-04-08

ISTB ISHARES TR245.2K shares16.49%2026-03-312026-04-08

SHW SHERWIN WILLIAMS CO36.4K shares-0.18%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR82.8K shares9.92%2026-03-312026-04-08

IVV ISHARES TR11.5K shares1.01%2026-03-312026-04-08

AAPL APPLE INC26.7K shares0.90%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR77.9K shares3.66%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR75.5K shares2.92%2026-03-312026-04-08

Sponsored

NVDA NVIDIA CORPORATION34.8K shares0.22%2026-03-312026-04-08

JMEE J P MORGAN EXCHANGE TRADED F81.7K shares0.70%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST112.2K shares-2.35%2026-03-312026-04-08

LVHI LEGG MASON ETF INVT118.6K shares-2.84%2026-03-312026-04-08

MSFT MICROSOFT CORP11.9K shares-1.36%2026-03-312026-04-08

FLDR FIDELITY MERRIMACK STR TR74.2K shares9.75%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS14.7K shares6.05%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO11.9K shares-0.18%2026-03-312026-04-08

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP26.2K shares1.99%2026-03-312026-04-08

XOM EXXON MOBIL CORP18.9K shares17.77%2026-03-312026-04-08

IDEV ISHARES TR37.4K shares11.78%2026-03-312026-04-08

USTB VICTORY PORTFOLIOS II61.6K shares-1.06%2026-03-312026-04-08

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD176.5K shares-1.18%2026-03-312026-04-08

IYW ISHARES TR16.0K shares0.45%2026-03-312026-04-08

IXUS ISHARES TR30.8K shares16.91%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST66.2K shares-5.32%2026-03-312026-04-08

Sponsored

FYX FIRST TR EXCHANGE-TRADED ALP17.2K shares1.56%2026-03-312026-04-08

AMZN AMAZON COM INC9.4K shares1.31%2026-03-312026-04-08

PJUL INNOVATOR ETFS TRUST41.4K shares-1.08%2026-03-312026-04-08

PG PROCTER & GAMBLE CO13.1K shares24.18%2026-03-312026-04-08

LQD ISHARES TR16.4K shares-8.89%2026-03-312026-04-08

CDIG EA SERIES TRUST66.6K shares514.24%2026-03-312026-04-08

HCA HCA HEALTHCARE INC3.4K shares45.76%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F31.5K sharesnew addition2026-03-312026-04-08

Sponsored

MEAR ISHARES U S ETF TR31.8K sharesnew addition2026-03-312026-04-08

SMMU PIMCO ETF TR31.6K sharesnew addition2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares-2.68%2026-03-312026-04-08

LLY ELI LILLY & CO1.7K shares1.57%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON6.2K shares-0.71%2026-03-312026-04-08

HELO J P MORGAN EXCHANGE TRADED F22.9K shares9.49%2026-03-312026-04-08

PMAR INNOVATOR ETFS TRUST32.2K shares-4.75%2026-03-312026-04-08

IVE ISHARES TR6.7K shares2.46%2026-03-312026-04-08

Sponsored

FPEI FIRST TR EXCH TRADED FD III73.2K shares-6.96%2026-03-312026-04-08

PJAN INNOVATOR ETFS TRUST28.0K shares14.05%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T2.0K shares-14.32%2026-03-312026-04-08

CAT CATERPILLAR INC1.8K shares1.01%2026-03-312026-04-08

PFEB INNOVATOR ETFS TRUST31.2K shares67.91%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.2K shares2.43%2026-03-312026-04-08

TSLA TESLA INC3.0K shares3.06%2026-03-312026-04-08

IJH ISHARES TR16.4K shares-5.34%2026-03-312026-04-08

Sponsored

IVW ISHARES TR9.6K shares-3.25%2026-03-312026-04-08

RECS COLUMBIA ETF TR I27.5K shares89.75%2026-03-312026-04-08

WMT WALMART INC7.9K shares2.37%2026-03-312026-04-08

PMAY INNOVATOR ETFS TRUST24.0K shares0.00%2026-03-312026-04-08

FLTB FIDELITY MERRIMACK STR TR18.2K shares-3.86%2026-03-312026-04-08

CW CURTISS WRIGHT CORP1.3K shares0.00%2026-03-312026-04-08

EEM ISHARES TR14.9K shares-2.42%2026-03-312026-04-08

PEP PEPSICO INC5.4K shares0.46%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC2.9K shares18.29%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares5.89%2026-03-312026-04-08

CVX CHEVRON CORPORATION3.9K shares0.77%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST32.8K shares3.16%2026-03-312026-04-08

VTI VANGUARD INDEX FDS2.4K shares3.26%2026-03-312026-04-08

T AT&T INC26.4K shares1.04%2026-03-312026-04-08

JGRO J P MORGAN EXCHANGE TRADED F9.0K shares12.40%2026-03-312026-04-08

MCD MCDONALDS CORP2.4K shares0.17%2026-03-312026-04-08

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F12.9K shares2.43%2026-03-312026-04-08

UDEC INNOVATOR ETFS TRUST18.5K shares-0.73%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST15.7K shares-2.15%2026-03-312026-04-08

META META PLATFORMS INC1.2K shares8.10%2026-03-312026-04-08

IDV ISHARES TR16.5K shares31.39%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS3.2K shares0.25%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR7.9K shares-1.73%2026-03-312026-04-08

JMUB J P MORGAN EXCHANGE TRADED F13.8K shares18.72%2026-03-312026-04-08

Sponsored

SCHG SCHWAB STRATEGIC TR23.4K shares19.95%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F12.4K shares12.18%2026-03-312026-04-08

DFEB FIRST TR EXCHNG TRADED FD VI13.9K shares0.00%2026-03-312026-04-08

PECO PHILLIPS EDISON & CO INC17.2K shares0.82%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.2K shares-3.19%2026-03-312026-04-08

DVY ISHARES TR4.2K shares-10.51%2026-03-312026-04-08

STERIS PLC STERIS PLC2.9K shares0.35%2026-03-312026-04-08

SHOP SHOPIFY INC5.3K shares0.46%2026-03-312026-04-08

Sponsored

PDEC INNOVATOR ETFS TRUST14.7K shares0.00%2026-03-312026-04-08

UCON FIRST TR EXCHNG TRADED FD VI24.9K shares0.00%2026-03-312026-04-08

GEV GE VERNOVA INC698 shares-4.77%2026-03-312026-04-08

PGR PROGRESSIVE CORP3.0K shares7.40%2026-03-312026-04-08

IJR ISHARES TR4.8K shares1.21%2026-03-312026-04-08

SLV ISHARES SILVER TR8.2K shares-1.21%2026-03-312026-04-08

ABBV ABBVIE INC2.5K shares-4.71%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.5K shares2.63%2026-03-312026-04-08

Sponsored

INTC INTEL CORP12.3K shares-0.98%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST14.6K shares0.17%2026-03-312026-04-08

DNOV FIRST TR EXCHNG TRADED FD VI10.8K shares-14.37%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC2.4K shares1.61%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR861 shares-10.41%2026-03-312026-04-08

KO COCA COLA CO6.4K shares2.74%2026-03-312026-04-08

POCT INNOVATOR ETFS TRUST11.3K shares0.00%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP799 shares9.75%2026-03-312026-04-08

Sponsored

V VISA INC1.6K shares-2.86%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC2.9K shares2.27%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS7.1K shares4.98%2026-03-312026-04-08

SMMD ISHARES TR6.0K shares-4.64%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR18.1K shares-3.09%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR14.7K shares-0.42%2026-03-312026-04-08

CSCO CISCO SYS INC5.6K shares2.45%2026-03-312026-04-08

PNOV INNOVATOR ETFS TRUST10.5K shares0.00%2026-03-312026-04-08

Sponsored

XEL XCEL ENERGY INC5.4K shares0.73%2026-03-312026-04-08

HD HOME DEPOT INC1.3K shares2.43%2026-03-312026-04-08

LECO LINCOLN ELEC HLDGS INC1.7K shares-4.92%2026-03-312026-04-08

UAUG INNOVATOR ETFS TRUST10.7K shares0.00%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST10.6K shares-14.17%2026-03-312026-04-08

WFC WELLS FARGO & CO5.2K shares2.30%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.3K shares4.84%2026-03-312026-04-08

UNP UNION PAC CORP1.7K shares2.47%2026-03-312026-04-08

Sponsored

DAUG FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-04-08

SBUX STARBUCKS CORP4.4K shares0.60%2026-03-312026-04-08

PAUG INNOVATOR ETFS TRUST8.9K shares-1.13%2026-03-312026-04-08

SPHQ INVESCO EXCHANGE TRADED FD T5.0K shares1.32%2026-03-312026-04-08

EFA ISHARES TR3.8K shares0.00%2026-03-312026-04-08

TDY TELEDYNE TECHNOLOGIES INC603 shares0.17%2026-03-312026-04-08

AMT AMERICAN TOWER CORP2.1K shares-48.27%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS4.8K shares0.00%2026-03-312026-04-08

Sponsored

AVY AVERY DENNISON CORP2.0K shares0.56%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC6.8K shares3.55%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC953 shares0.85%2026-03-312026-04-08

FE FIRSTENERGY CORP6.6K shares-30.67%2026-03-312026-04-08

SJNK SPDR SERIES TRUST13.4K shares-7.71%2026-03-312026-04-08

DOV DOVER CORP1.6K shares0.56%2026-03-312026-04-08

RTX RTX CORPORATION1.7K shares1.05%2026-03-312026-04-08

MO ALTRIA GROUP INC5.0K shares-3.33%2026-03-312026-04-08

Sponsored

PSEP INNOVATOR ETFS TRUST7.5K shares-2.36%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION313 shares1.62%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares-39.33%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC2.1K shares6.37%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP444 shares1.14%2026-03-312026-04-08

CGMU CAPITAL GRP FIXED INCM ETF T10.9K sharesnew addition2026-03-312026-04-08

VGT VANGUARD WORLD FD408 shares0.00%2026-03-312026-04-08

IWD ISHARES TR1.3K shares0.08%2026-03-312026-04-08

Sponsored

XLK SELECT SECTOR SPDR TR2.1K shares0.05%2026-03-312026-04-08

VTV VANGUARD INDEX FDS1.4K shares-1.49%2026-03-312026-04-08

SMOG VANECK ETF TRUST1.9K shares0.00%2026-03-312026-04-08

XJUN FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2026-03-312026-04-08

HON HONEYWELL INTL INC1.2K shares2.25%2026-03-312026-04-08

CSX CSX CORP6.4K shares1.20%2026-03-312026-04-08

UNOV INNOVATOR ETFS TRUST6.9K shares0.00%2026-03-312026-04-08

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-04-08

Sponsored

MU MICRON TECHNOLOGY INC751 sharesnew addition2026-03-312026-04-08

JIRE J P MORGAN EXCHANGE TRADED F3.3K shares4.38%2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.4K shares-7.70%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-04-08

GLD SPDR GOLD TR574 shares0.00%2026-03-312026-04-08

UJAN INNOVATOR ETFS TRUST5.8K shares4.18%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F4.8K shares1.03%2026-03-312026-04-08

OKE ONEOK INC NEW2.7K sharesnew addition2026-03-312026-04-08

Sponsored

SCHF SCHWAB STRATEGIC TR9.7K shares-4.11%2026-03-312026-04-08

ELV ELEVANCE HEALTH INC FORMERLY797 shares0.63%2026-03-312026-04-08

BAC BANK AMERICA CORP4.7K shares5.27%2026-03-312026-04-08

AMGN AMGEN INC628 sharesnew addition2026-03-312026-04-08

LNG CHENIERE ENERGY INC778 sharesnew addition2026-03-312026-04-08

LINDE PLC LINDE PLC440 sharesnew addition2026-03-312026-04-08

YUM YUM BRANDS INC1.4K shares1.45%2026-03-312026-04-08

MINT PIMCO ETF TR2.2K shares5.66%2026-03-312026-04-08

Sponsored

CBT CABOT CORP2.8K sharesnew addition2026-03-312026-04-08

MTUM ISHARES TR881 shares-11.19%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.07%2026-03-312026-04-08

IEFA ISHARES TR2.3K sharesnew addition2026-03-312026-04-08

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-04-08

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-04-08

FSCO FS CREDIT OPPORTUNITIES CORP15.4K shares1.81%2026-03-312026-04-08

OPEN OPENDOOR TECHNOLOGIES INC10.3K shares0.00%2026-03-312026-04-08

Sponsored

DISH NETWORK CORPORATION DISH NETWORK CORPORATION12.0K shares0.00%2026-03-312026-04-08

FDVV

FIDELITY COVINGTON TRUST

4.71%

Shares357.9K

Event2026-03-31

Filed2026-04-08

ISTB

ISHARES TR

16.49%

Shares245.2K

Event2026-03-31

Filed2026-04-08

SHW

SHERWIN WILLIAMS CO

-0.18%

Shares36.4K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

9.92%

Shares82.8K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

1.01%

Shares11.5K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.90%

Shares26.7K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

3.66%

Shares77.9K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

2.92%

Shares75.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.22%

Shares34.8K

Event2026-03-31

Filed2026-04-08

JMEE

J P MORGAN EXCHANGE TRADED F

0.70%

Shares81.7K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

-2.35%

Shares112.2K

Event2026-03-31

Filed2026-04-08

LVHI

LEGG MASON ETF INVT

-2.84%

Shares118.6K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.36%

Shares11.9K

Event2026-03-31

Filed2026-04-08

FLDR

FIDELITY MERRIMACK STR TR

9.75%

Shares74.2K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

6.05%

Shares14.7K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-0.18%

Shares11.9K

Event2026-03-31

Filed2026-04-08

FNX

FIRST TR EXCHANGE-TRADED ALP

1.99%

Shares26.2K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

17.77%

Shares18.9K

Event2026-03-31

Filed2026-04-08

IDEV

ISHARES TR

11.78%

Shares37.4K

Event2026-03-31

Filed2026-04-08

USTB

VICTORY PORTFOLIOS II

-1.06%

Shares61.6K

Event2026-03-31

Filed2026-04-08

BLUEROCK PVT REAL ESTATE FD

-1.18%

Shares176.5K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

0.45%

Shares16.0K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

16.91%

Shares30.8K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

-5.32%

Shares66.2K

Event2026-03-31

Filed2026-04-08

FYX

FIRST TR EXCHANGE-TRADED ALP

1.56%

Shares17.2K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.31%

Shares9.4K

Event2026-03-31

Filed2026-04-08

PJUL

INNOVATOR ETFS TRUST

-1.08%

Shares41.4K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

24.18%

Shares13.1K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

-8.89%

Shares16.4K

Event2026-03-31

Filed2026-04-08

CDIG

EA SERIES TRUST

514.24%

Shares66.6K

Event2026-03-31

Filed2026-04-08

HCA

HCA HEALTHCARE INC

45.76%

Shares3.4K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares31.5K

Event2026-03-31

Filed2026-04-08

MEAR

ISHARES U S ETF TR

New

Shares31.8K

Event2026-03-31

Filed2026-04-08

SMMU

PIMCO ETF TR

New

Shares31.6K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-2.68%

Shares3.3K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

1.57%

Shares1.7K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.71%

Shares6.2K

Event2026-03-31

Filed2026-04-08

HELO

J P MORGAN EXCHANGE TRADED F

9.49%

Shares22.9K

Event2026-03-31

Filed2026-04-08

PMAR

INNOVATOR ETFS TRUST

-4.75%

Shares32.2K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

2.46%

Shares6.7K

Event2026-03-31

Filed2026-04-08

FPEI

FIRST TR EXCH TRADED FD III

-6.96%

Shares73.2K

Event2026-03-31

Filed2026-04-08

PJAN

INNOVATOR ETFS TRUST

14.05%

Shares28.0K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-14.32%

Shares2.0K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

1.01%

Shares1.8K

Event2026-03-31

Filed2026-04-08

PFEB

INNOVATOR ETFS TRUST

67.91%

Shares31.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.43%

Shares4.2K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

3.06%

Shares3.0K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-5.34%

Shares16.4K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

-3.25%

Shares9.6K

Event2026-03-31

Filed2026-04-08

RECS

COLUMBIA ETF TR I

89.75%

Shares27.5K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

2.37%

Shares7.9K

Event2026-03-31

Filed2026-04-08

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-08

FLTB

FIDELITY MERRIMACK STR TR

-3.86%

Shares18.2K

Event2026-03-31

Filed2026-04-08

CURTISS WRIGHT CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

-2.42%

Shares14.9K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

0.46%

Shares5.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

18.29%

Shares2.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

5.89%

Shares1.4K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.77%

Shares3.9K

Event2026-03-31

Filed2026-04-08

DFAR

DIMENSIONAL ETF TRUST

3.16%

Shares32.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

3.26%

Shares2.4K

Event2026-03-31

Filed2026-04-08

AT&T INC

1.04%

Shares26.4K

Event2026-03-31

Filed2026-04-08

JGRO

J P MORGAN EXCHANGE TRADED F

12.40%

Shares9.0K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.17%

Shares2.4K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

2.43%

Shares12.9K

Event2026-03-31

Filed2026-04-08

UDEC

INNOVATOR ETFS TRUST

-0.73%

Shares18.5K

Event2026-03-31

Filed2026-04-08

DFAU

DIMENSIONAL ETF TRUST

-2.15%

Shares15.7K

Event2026-03-31

Filed2026-04-08