Sponsored

The Analysis of LANDAAS & CO /WI /ADV's Holdings & P&L

Currently, LANDAAS & CO /WI /ADV holds 130 types of securities in its portfolio with a total value $455.9M. In the most recent quarter, they have increased their positions in DFIV (+158.2K shares, valued at $8.4M), IWD (+8.3K shares, valued at $1.8M), GARP (+23.8K shares, valued at $1.5M); decreased their positions in TFLO (-110.8K shares, valued at $5.6M), VTI (-5.7K shares, valued at $1.8M), USFR (-20.5K shares, valued at $1.0M); initiated new positions in CGGE (+30.4K shares, valued at $928.2K), SCHB (+22.3K shares, valued at $559.2K), N/A (+4.3K shares, valued at $380.3K).

1M P&L

-7.6M-1.54%

3M P&L

-4.1M-0.84%

HY P&L

+21.4M+4.61%

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/A396.0M

90.8%

2Consumer Electronics8.1M

1.9%

3Software - Infrastructure6.1M

1.4%

Top Industries by Stock Count

1N/A62 stocks

53.4%

2Drug Manufacturers - General4 stocks

3.4%

3Banks - Diversified3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS335.6K shares-1.66%2026-03-312026-04-30

IWD ISHARES TR373.5K shares2.28%2026-03-312026-04-30

QUAL ISHARES TR308.0K shares-1.18%2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST632.1K shares33.39%2026-03-312026-04-30

GARP ISHARES TR467.8K shares5.37%2026-03-312026-04-30

CGSD CAPITAL GRP FIXED INCM ETF T581.8K shares7.37%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS19.8K shares-0.96%2026-03-312026-04-30

IWF ISHARES TR19.3K shares-1.84%2026-03-312026-04-30

Sponsored

TFLO ISHARES TR160.3K shares-40.87%2026-03-312026-04-30

AAPL APPLE INC31.8K shares13.25%2026-03-312026-04-30

DVY ISHARES TR36.5K shares1.12%2026-03-312026-04-30

TEQI T ROWE PRICE ETF INC114.6K shares15.71%2026-03-312026-04-30

MSFT MICROSOFT CORP13.4K shares12.73%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE71.2K shares6.38%2026-03-312026-04-30

IWB ISHARES TR6.5K shares-0.60%2026-03-312026-04-30

CGXU CAPITAL GROUP INTL FOCUS EQT75.9K shares0.45%2026-03-312026-04-30

Sponsored

XLI SELECT SECTOR SPDR TR12.9K shares1.81%2026-03-312026-04-30

CGGO CAPITAL GROUP GBL GROWTH EQT61.1K shares84.94%2026-03-312026-04-30

USFR WISDOMTREE TR39.2K shares-34.40%2026-03-312026-04-30

IQLT ISHARES TR40.5K shares3.65%2026-03-312026-04-30

AMZN AMAZON COM INC8.5K shares11.36%2026-03-312026-04-30

NVDA NVIDIA CORPORATION9.3K shares0.71%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC12.8K shares0.01%2026-03-312026-04-30

CAT CATERPILLAR INC2.0K shares7.11%2026-03-312026-04-30

Sponsored

ITA ISHARES TR6.4K shares2.38%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR44.6K shares0.00%2026-03-312026-04-30

CGUS CAPITAL GROUP CORE EQUITY ET34.1K shares14.95%2026-03-312026-04-30

TSLA TESLA INC3.5K shares16.43%2026-03-312026-04-30

ABBV ABBVIE INC5.9K shares20.04%2026-03-312026-04-30

JAVA J P MORGAN EXCHANGE TRADED F17.8K shares0.00%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T1.9K shares0.00%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO4.2K shares0.00%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC4.2K shares0.00%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR23.8K shares1.93%2026-03-312026-04-30

ORCL ORACLE CORP7.8K shares0.00%2026-03-312026-04-30

NEAR ISHARES U S ETF TR22.4K shares109.96%2026-03-312026-04-30

DFCF DIMENSIONAL ETF TRUST26.9K shares219.70%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO7.0K shares3.63%2026-03-312026-04-30

MCD MCDONALDS CORP3.2K shares0.00%2026-03-312026-04-30

Sponsored

ESGV VANGUARD WORLD FD8.6K shares-0.99%2026-03-312026-04-30

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.9K shares0.22%2026-03-312026-04-30

CGGE CAPITAL GROUP GLOBAL EQUITY30.4K sharesnew addition2026-03-312026-04-30

FCX FREEPORT MCMORAN INC15.4K shares-0.41%2026-03-312026-04-30

BSMR INVESCO EXCH TRD SLF IDX FD36.9K shares12.90%2026-03-312026-04-30

IDV ISHARES TR18.9K shares4.53%2026-03-312026-04-30

CGIC CAPITAL GROUP INTERNATIONAL23.7K shares0.00%2026-03-312026-04-30

TCHP T ROWE PRICE ETF INC17.4K shares-4.70%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP4.5K shares-0.38%2026-03-312026-04-30

MGV VANGUARD WORLD FD5.2K shares0.00%2026-03-312026-04-30

SCHY SCHWAB STRATEGIC TR23.0K shares0.00%2026-03-312026-04-30

RWL INVESCO EXCH TRADED FD TR II6.1K shares26.28%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON2.8K shares6.01%2026-03-312026-04-30

BSMS INVESCO EXCH TRD SLF IDX FD28.0K shares18.01%2026-03-312026-04-30

NEE NEXTERA ENERGY INC6.9K shares0.00%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS12.6K shares-2.90%2026-03-312026-04-30

Sponsored

ASML ASML HLDG NV464 shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-30

CGSM CAPITAL GRP FIXED INCM ETF T21.8K shares-30.24%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR982 shares4.47%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR22.3K sharesnew addition2026-03-312026-04-30

DIS DISNEY WALT CO5.8K shares2.95%2026-03-312026-04-30

ALPHABET INC ALPHABET INC1.9K shares0.26%2026-03-312026-04-30

ACWV ISHARES INC4.5K shares0.00%2026-03-312026-04-30

Sponsored

VEA VANGUARD TAX-MANAGED FDS8.1K shares32.97%2026-03-312026-04-30

BSCS INVESCO EXCH TRD SLF IDX FD24.8K shares0.00%2026-03-312026-04-30

KO COCA COLA CO6.4K shares0.00%2026-03-312026-04-30

VIGI VANGUARD WHITEHALL FDS5.4K shares0.00%2026-03-312026-04-30

RTX RTX CORPORATION2.4K shares0.00%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION465 shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.8K shares2.52%2026-03-312026-04-30

NUE NUCOR CORP2.6K shares0.00%2026-03-312026-04-30

Sponsored

APH AMPHENOL CORP3.4K shares0.00%2026-03-312026-04-30

MOAT VANECK ETF TRUST4.4K shares0.00%2026-03-312026-04-30

EFAV ISHARES TR4.7K shares0.00%2026-03-312026-04-30

LINDE PLC LINDE PLC828 shares0.00%2026-03-312026-04-30

ABT ABBOTT LABORATORIES3.9K shares19.03%2026-03-312026-04-30

DSI ISHARES TR3.3K shares0.21%2026-03-312026-04-30

FI FISERV INC7.1K shares-9.13%2026-03-312026-04-30

ILCB ISHARES TR4.4K shares0.14%2026-03-312026-04-30

Sponsored

USB US BANCORP7.5K shares0.47%2026-03-312026-04-30

MGK VANGUARD WORLD FD1.1K shares20.62%2026-03-312026-04-30

ACWX ISHARES TR5.7K shares0.00%2026-03-312026-04-30

AMGN AMGEN INC1.1K shares0.00%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE1.3K shares59.31%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR4.3K sharesnew addition2026-03-312026-04-30

LLY ELI LILLY & CO400 shares0.00%2026-03-312026-04-30

BSMQ INVESCO EXCH TRD SLF IDX FD15.5K shares0.00%2026-03-312026-04-30

Sponsored

CVX CHEVRON CORPORATION1.7K shares8.82%2026-03-312026-04-30

WMT WALMART INC2.8K shares0.04%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC966 shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2026-03-312026-04-30

SUSL ISHARES TR3.0K shares0.00%2026-03-312026-04-30

VXUS VANGUARD STAR FDS4.4K shares13.20%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP550 shares0.00%2026-03-312026-04-30

V VISA INC1.1K shares25.69%2026-03-312026-04-30

Sponsored

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-03-312026-04-30

PGX INVESCO EXCH TRADED FD TR II26.0K shares0.00%2026-03-312026-04-30

QCOM QUALCOMM INC2.2K shares0.00%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP2.9K sharesnew addition2026-03-312026-04-30

CVS CVS HEALTH CORP3.8K shares0.00%2026-03-312026-04-30

VUG VANGUARD INDEX FDS617 shares-23.35%2026-03-312026-04-30

CSCO CISCO SYS INC3.4K shares0.06%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC5.3K sharesnew addition2026-03-312026-04-30

Sponsored

BKNG BOOKING HOLDINGS INC62 sharesnew addition2026-03-312026-04-30

BMO BANK MONTREAL MEDIUM1.9K shares0.00%2026-03-312026-04-30

MS MORGAN STANLEY1.5K shares0.00%2026-03-312026-04-30

CCL CARNIVAL CORP9.8K sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP1.3K shares0.00%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2026-03-312026-04-30

FIS FIDELITY NATL INFORMATION SV5.2K shares0.00%2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR2.1K shares0.00%2026-03-312026-04-30

Sponsored

DG DOLLAR GEN CORP2.0K shares0.00%2026-03-312026-04-30

CGIE CAPITAL GROUP INTERNATIONAL7.0K shares0.00%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC2.0K shares0.36%2026-03-312026-04-30

FEOE RBB FUND TRUST4.7K shares0.00%2026-03-312026-04-30

AA ALCOA CORP3.5K sharesnew addition2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-04-30

ACWI ISHARES TR1.7K shares17.97%2026-03-312026-04-30

UNP UNION PAC CORP942 shares0.00%2026-03-312026-04-30

Sponsored

CL COLGATE PALMOLIVE CO2.6K shares0.00%2026-03-312026-04-30

THOMSON REUTERS CORP THOMSON REUTERS CORP2.5K sharesnew addition2026-03-312026-04-30

PEP PEPSICO INC1.4K shares-3.84%2026-03-312026-04-30

FDRR FIDELITY COVINGTON TRUST3.7K shares0.00%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP1.8K shares0.00%2026-03-312026-04-30

MMM 3M CO1.4K shares0.00%2026-03-312026-04-30

CMI CUMMINS INC376 sharesnew addition2026-03-312026-04-30

DE DEERE & CO359 sharesnew addition2026-03-312026-04-30

Sponsored

AN AUTONATION INC1.0K shares0.00%2026-03-312026-04-30

XTI AEROSPACE INC XTI AEROSPACE INC18.5K sharesnew addition2026-03-312026-04-30

VTI

VANGUARD INDEX FDS

-1.66%

Shares335.6K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

2.28%

Shares373.5K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-1.18%

Shares308.0K

Event2026-03-31

Filed2026-04-30

DFIV

DIMENSIONAL ETF TRUST

33.39%

Shares632.1K

Event2026-03-31

Filed2026-04-30

GARP

ISHARES TR

5.37%

Shares467.8K

Event2026-03-31

Filed2026-04-30

CGSD

CAPITAL GRP FIXED INCM ETF T

7.37%

Shares581.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-0.96%

Shares19.8K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-1.84%

Shares19.3K

Event2026-03-31

Filed2026-04-30

TFLO

ISHARES TR

-40.87%

Shares160.3K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

13.25%

Shares31.8K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

1.12%

Shares36.5K

Event2026-03-31

Filed2026-04-30

TEQI

T ROWE PRICE ETF INC

15.71%

Shares114.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

12.73%

Shares13.4K

Event2026-03-31

Filed2026-04-30

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.38%

Shares71.2K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

-0.60%

Shares6.5K

Event2026-03-31

Filed2026-04-30

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.45%

Shares75.9K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

1.81%

Shares12.9K

Event2026-03-31

Filed2026-04-30

CGGO

CAPITAL GROUP GBL GROWTH EQT

84.94%

Shares61.1K

Event2026-03-31

Filed2026-04-30

USFR

WISDOMTREE TR

-34.40%

Shares39.2K

Event2026-03-31

Filed2026-04-30

IQLT

ISHARES TR

3.65%

Shares40.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

11.36%

Shares8.5K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.71%

Shares9.3K

Event2026-03-31

Filed2026-04-30

WEC ENERGY GROUP INC

0.01%

Shares12.8K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

7.11%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ITA

ISHARES TR

2.38%

Shares6.4K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares44.6K

Event2026-03-31

Filed2026-04-30

CGUS

CAPITAL GROUP CORE EQUITY ET

14.95%

Shares34.1K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

16.43%

Shares3.5K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

20.04%

Shares5.9K

Event2026-03-31

Filed2026-04-30

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

1.93%

Shares23.8K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-30

NEAR

ISHARES U S ETF TR

109.96%

Shares22.4K

Event2026-03-31

Filed2026-04-30

DFCF

DIMENSIONAL ETF TRUST

219.70%

Shares26.9K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

3.63%

Shares7.0K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-30

ESGV

VANGUARD WORLD FD

-0.99%

Shares8.6K

Event2026-03-31

Filed2026-04-30

INVESCO EXCH TRADED FD TR II

0.22%

Shares12.9K

Event2026-03-31

Filed2026-04-30

CGGE

CAPITAL GROUP GLOBAL EQUITY

New

Shares30.4K

Event2026-03-31

Filed2026-04-30

FCX

FREEPORT MCMORAN INC

-0.41%

Shares15.4K

Event2026-03-31

Filed2026-04-30

BSMR

INVESCO EXCH TRD SLF IDX FD

12.90%

Shares36.9K

Event2026-03-31

Filed2026-04-30

IDV

ISHARES TR

4.53%

Shares18.9K

Event2026-03-31

Filed2026-04-30

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-30

TCHP

T ROWE PRICE ETF INC

-4.70%

Shares17.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-0.38%

Shares4.5K

Event2026-03-31

Filed2026-04-30

MGV

VANGUARD WORLD FD

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-30

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-30

RWL

INVESCO EXCH TRADED FD TR II

26.28%

Shares6.1K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

6.01%

Shares2.8K

Event2026-03-31

Filed2026-04-30

BSMS

INVESCO EXCH TRD SLF IDX FD

18.01%

Shares28.0K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

-2.90%

Shares12.6K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV

0.00%

Shares464

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-30

CGSM

CAPITAL GRP FIXED INCM ETF T

-30.24%

Shares21.8K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

4.47%

Shares982

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

New

Shares22.3K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT CO

2.95%

Shares5.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.26%

Shares1.9K

Event2026-03-31

Filed2026-04-30

ACWV

ISHARES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

32.97%

Shares8.1K

Event2026-03-31

Filed2026-04-30

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares24.8K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-30

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares465

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

2.52%

Shares1.8K

Event2026-03-31

Filed2026-04-30

NUE

NUCOR CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

APH

AMPHENOL CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-30

MOAT

VANECK ETF TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-30

EFAV

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-30

LINDE PLC

0.00%

Shares828

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

19.03%

Shares3.9K

Event2026-03-31

Filed2026-04-30

DSI

ISHARES TR

0.21%

Shares3.3K

Event2026-03-31

Filed2026-04-30

FISERV INC

-9.13%

Shares7.1K

Event2026-03-31

Filed2026-04-30

ILCB

ISHARES TR

0.14%

Shares4.4K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP

0.47%

Shares7.5K

Event2026-03-31

Filed2026-04-30

MGK

VANGUARD WORLD FD

20.62%

Shares1.1K

Event2026-03-31

Filed2026-04-30

ACWX

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

59.31%

Shares1.3K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TR

New

Shares4.3K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.00%

Shares400

Event2026-03-31

Filed2026-04-30

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

8.82%

Shares1.7K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

0.00%

Shares966

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

SUSL

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

13.20%

Shares4.4K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

0.00%

Shares550

Event2026-03-31

Filed2026-04-30

VISA INC

25.69%

Shares1.1K

Event2026-03-31

Filed2026-04-30

PHILIP MORRIS INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-30

KMB

KIMBERLY-CLARK CORP

New

Shares2.9K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-23.35%

Shares617

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

0.06%

Shares3.4K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

New

Shares5.3K

Event2026-03-31

Filed2026-04-30

BKNG

BOOKING HOLDINGS INC

New

Shares62

Event2026-03-31

Filed2026-04-30

BMO

BANK MONTREAL MEDIUM

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

CCL

CARNIVAL CORP

New

Shares9.8K

Event2026-03-31

Filed2026-04-30

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-30

DOLLAR GEN CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-30

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

0.36%

Shares2.0K

Event2026-03-31

Filed2026-04-30

FEOE

RBB FUND TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-30

ALCOA CORP

New

Shares3.5K

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-30

ACWI

ISHARES TR

17.97%

Shares1.7K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

0.00%

Shares942

Event2026-03-31

Filed2026-04-30

COLGATE PALMOLIVE CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

THOMSON REUTERS CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

-3.84%

Shares1.4K

Event2026-03-31

Filed2026-04-30

FDRR

FIDELITY COVINGTON TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-30

BANK NEW YORK MELLON CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

MMM

3M CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-30

CMI

CUMMINS INC

New

Shares376

Event2026-03-31

Filed2026-04-30

DEERE & CO

New

Shares359

Event2026-03-31

Filed2026-04-30

AUTONATION INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-30

XTI AEROSPACE INC

New

Shares18.5K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available