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The Analysis of Legacy Edge Advisors, LLC's Holdings & P&L

Currently, Legacy Edge Advisors, LLC holds 223 types of securities in its portfolio with a total value $951.4M. In the most recent quarter, they have increased their positions in AVUV (+101.1K shares, valued at $11.2M), VCIT (+118.9K shares, valued at $9.8M), JPIE (+210.8K shares, valued at $9.7M); decreased their positions in SPSM (-147.9K shares, valued at $7.1M), IGV (-82.7K shares, valued at $6.6M), QUAL (-13.0K shares, valued at $2.5M); initiated new positions in JTEK (+74.5K shares, valued at $5.9M), JCPB (+50.7K shares, valued at $2.4M), BBHY (+11.5K shares, valued at $529.0K).

1M P&L

+3.3M+0.32%

3M P&L

-54.7M-5.09%

HY P&L

-163.7M-13.84%

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/A861.9M

92.7%

2Software - Infrastructure13.0M

1.4%

3Consumer Electronics10.1M

1.1%

Top Industries by Stock Count

1N/A144 stocks

68.9%

2Drug Manufacturers - General5 stocks

2.4%

3Semiconductors5 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS1.4M shares9.57%2026-03-312026-05-11

IEFA ISHARES TR1.0M shares4.12%2026-03-312026-05-11

IWD ISHARES TR221.8K shares-2.58%2026-03-312026-05-11

EMXC ISHARES INC497.1K shares5.40%2026-03-312026-05-11

IWR ISHARES TR369.2K shares11.56%2026-03-312026-05-11

MUB ISHARES TR261.3K shares10.00%2026-03-312026-05-11

IWF ISHARES TR60.0K shares-1.80%2026-03-312026-05-11

FPEI FIRST TR EXCH TRADED FD III1.2M shares8.11%2026-03-312026-05-11

Sponsored

SUB ISHARES TR196.0K shares3.87%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F444.4K shares90.22%2026-03-312026-05-11

VUG VANGUARD INDEX FDS46.9K shares0.29%2026-03-312026-05-11

QUAL ISHARES TR100.8K shares-11.45%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR627.5K shares-10.52%2026-03-312026-05-11

NYF ISHARES TR350.8K shares19.32%2026-03-312026-05-11

VTV VANGUARD INDEX FDS93.1K shares-6.62%2026-03-312026-05-11

IYJ ISHARES TR110.3K shares6.03%2026-03-312026-05-11

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD95.8K shares1.59%2026-03-312026-05-11

SOXX ISHARES TR46.4K shares-8.74%2026-03-312026-05-11

SPSM SPDR SERIES TRUST303.0K shares-32.80%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F243.4K shares-6.05%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE-TRADED FD207.0K shares13.13%2026-03-312026-05-11

MSFT MICROSOFT CORP34.1K shares1.72%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS246.7K shares-0.81%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR105.0K shares2577.74%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T16.4K shares-4.94%2026-03-312026-05-11

AAPL APPLE INC39.9K shares-2.36%2026-03-312026-05-11

IWP ISHARES TR78.2K shares0.02%2026-03-312026-05-11

IVV ISHARES TR14.3K shares-5.25%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR104.6K shares281.08%2026-03-312026-05-11

IWS ISHARES TR56.4K shares-2.01%2026-03-312026-05-11

FLRN SPDR SERIES TRUST255.4K shares4.04%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS98.2K shares2861.84%2026-03-312026-05-11

Sponsored

XJUN FIRST TR EXCHNG TRADED FD VI151.4K shares-7.70%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS57.5K shares0.37%2026-03-312026-05-11

NVDA NVIDIA CORPORATION34.7K shares2.02%2026-03-312026-05-11

JTEK J P MORGAN EXCHANGE TRADED F74.5K sharesnew addition2026-03-312026-05-11

VO VANGUARD INDEX FDS18.4K shares-0.25%2026-03-312026-05-11

IEMG ISHARES INC73.6K shares6.84%2026-03-312026-05-11

SUSC ISHARES TR218.9K shares27.53%2026-03-312026-05-11

JSCP J P MORGAN EXCHANGE TRADED F102.1K shares14.65%2026-03-312026-05-11

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS7.8K shares-2.37%2026-03-312026-05-11

ALPHABET INC ALPHABET INC16.1K shares-1.20%2026-03-312026-05-11

BBUS J P MORGAN EXCHANGE TRADED F37.2K shares44.09%2026-03-312026-05-11

ESGD ISHARES TR42.2K shares10.19%2026-03-312026-05-11

AMZN AMAZON COM INC19.0K shares-0.14%2026-03-312026-05-11

JIRE J P MORGAN EXCHANGE TRADED F45.9K shares18.18%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS52.8K shares-12.38%2026-03-312026-05-11

IWM ISHARES TR13.2K shares-0.70%2026-03-312026-05-11

Sponsored

NULV NUSHARES ETF TR71.4K shares4.92%2026-03-312026-05-11

BROADCOM INC BROADCOM INC8.7K shares-1.64%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR32.9K shares18.97%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO8.9K shares-0.65%2026-03-312026-05-11

VB VANGUARD INDEX FDS9.9K shares1.74%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares-0.37%2026-03-312026-05-11

IWO ISHARES TR7.6K shares-2.23%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F50.7K sharesnew addition2026-03-312026-05-11

Sponsored

AGG ISHARES TR22.6K shares-50.86%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F25.9K shares21.51%2026-03-312026-05-11

NULG NUSHARES ETF TR23.9K shares8.47%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F37.7K shares-0.54%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION2.0K shares-0.40%2026-03-312026-05-11

ALPHABET INC ALPHABET INC6.7K shares-1.23%2026-03-312026-05-11

IWN ISHARES TR9.9K shares-0.27%2026-03-312026-05-11

VTI VANGUARD INDEX FDS5.8K shares-3.03%2026-03-312026-05-11

Sponsored

ESGE ISHARES INC39.0K shares11.73%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO5.9K shares-0.71%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR13.3K shares26.01%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR3.0K shares1.44%2026-03-312026-05-11

IUSB ISHARES TR37.1K shares17.71%2026-03-312026-05-11

IWB ISHARES TR4.8K shares-6.46%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE TRADED F33.6K shares-0.54%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS17.8K shares-0.17%2026-03-312026-05-11

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI47.7K shares11.38%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II30.7K shares5.99%2026-03-312026-05-11

SPYM SPDR SERIES TRUST20.3K shares14.37%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON6.1K shares-1.03%2026-03-312026-05-11

VOE VANGUARD INDEX FDS8.0K shares-23.94%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS32.1K shares-1.59%2026-03-312026-05-11

MA MASTERCARD INCORPORATED2.8K shares-1.81%2026-03-312026-05-11

IGM ISHARES TR11.6K shares-2.52%2026-03-312026-05-11

Sponsored

SPYV SPDR SERIES TRUST23.9K shares11.65%2026-03-312026-05-11

META META PLATFORMS INC2.3K shares-1.27%2026-03-312026-05-11

VOT VANGUARD INDEX FDS5.2K shares-1.91%2026-03-312026-05-11

V VISA INC4.2K shares-1.66%2026-03-312026-05-11

IWY ISHARES TR5.1K shares-2.86%2026-03-312026-05-11

MARM FIRST TR EXCHNG TRADED FD VI37.6K shares-4.79%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP5.7K shares-5.43%2026-03-312026-05-11

SUSB ISHARES TR47.8K shares22.19%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC5.4K shares-2.64%2026-03-312026-05-11

SPMD SPDR SERIES TRUST19.6K shares46.67%2026-03-312026-05-11

VBK VANGUARD INDEX FDS3.8K shares-1.12%2026-03-312026-05-11

NUSC NUSHARES ETF TR25.4K shares23.51%2026-03-312026-05-11

VBR VANGUARD INDEX FDS5.0K shares-28.91%2026-03-312026-05-11

NFLX NETFLIX INC.11.1K shares2.05%2026-03-312026-05-11

SUSA ISHARES TR8.0K shares11.85%2026-03-312026-05-11

SPYG SPDR SERIES TRUST10.4K shares1.84%2026-03-312026-05-11

Sponsored

SPEM SPDR INDEX SHS FDS21.7K shares2.00%2026-03-312026-05-11

HD HOME DEPOT INC3.1K shares-1.65%2026-03-312026-05-11

VGT VANGUARD WORLD FD1.4K shares3.39%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR33.4K shares-5.35%2026-03-312026-05-11

SGOV ISHARES TR8.6K shares-10.60%2026-03-312026-05-11

SRLN SSGA ACTIVE ETF TR21.4K shares-12.39%2026-03-312026-05-11

LLY ELI LILLY & CO894 shares0.00%2026-03-312026-05-11

MBB ISHARES TR8.4K shares-52.60%2026-03-312026-05-11

Sponsored

IBB ISHARES TR4.6K shares-2.42%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-5.76%2026-03-312026-05-11

IVW ISHARES TR6.2K shares-0.71%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD14.0K shares0.00%2026-03-312026-05-11

FIW FIRST TR EXCHANGE-TRADED FD6.7K shares13.55%2026-03-312026-05-11

IGV ISHARES TR8.5K shares-90.67%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS11.4K shares-13.87%2026-03-312026-05-11

IVE ISHARES TR3.1K shares-16.17%2026-03-312026-05-11

Sponsored

BDYN BLACKROCK ETF TRUST27.1K shares6.85%2026-03-312026-05-11

KO COCA COLA CO8.6K shares-0.53%2026-03-312026-05-11

BDVL BLACKROCK ETF TRUST26.2K shares-3.11%2026-03-312026-05-11

CAT CATERPILLAR INC901 shares-1.85%2026-03-312026-05-11

SHYM BLACKROCK ETF TRUST II28.8K shares45.22%2026-03-312026-05-11

VTC VANGUARD SCOTTSDALE FDS7.8K shares0.00%2026-03-312026-05-11

QCOM QUALCOMM INC4.6K shares6.33%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST10.2K shares-22.75%2026-03-312026-05-11

Sponsored

VV VANGUARD INDEX FDS2.0K shares-28.98%2026-03-312026-05-11

EFG ISHARES TR5.3K shares56.55%2026-03-312026-05-11

WMT WALMART INC4.5K shares-4.70%2026-03-312026-05-11

PEP PEPSICO INC3.5K shares-0.62%2026-03-312026-05-11

TLH ISHARES TR5.4K shares12.66%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS3.7K shares12.53%2026-03-312026-05-11

RIO RIO TINTO PLC5.8K shares-0.22%2026-03-312026-05-11

LQD ISHARES TR5.0K shares32.39%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC2.8K shares-1.95%2026-03-312026-05-11

HON HONEYWELL INTL INC2.4K shares-4.59%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP598 shares-0.17%2026-03-312026-05-11

BBHY J P MORGAN EXCHANGE TRADED F11.5K sharesnew addition2026-03-312026-05-11

XDEC FIRST TR EXCHNG TRADED FD VI13.0K sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR5.9K shares-18.02%2026-03-312026-05-11

AMGN AMGEN INC1.5K shares-4.17%2026-03-312026-05-11

MS MORGAN STANLEY3.1K shares-6.87%2026-03-312026-05-11

Sponsored

CSCO CISCO SYS INC6.5K shares-4.61%2026-03-312026-05-11

QDF FLEXSHARES TR6.2K shares-1.64%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS2.3K shares-2.33%2026-03-312026-05-11

GSC GOLDMAN SACHS ETF TR8.8K shares-0.88%2026-03-312026-05-11

PG PROCTER & GAMBLE CO3.3K shares3.88%2026-03-312026-05-11

EFV ISHARES TR6.5K shares-8.82%2026-03-312026-05-11

PHO INVESCO EXCHANGE TRADED FD T7.2K shares20.65%2026-03-312026-05-11

CVX CHEVRON CORPORATION2.3K shares-0.70%2026-03-312026-05-11

Sponsored

GS GOLDMAN SACHS GROUP INC541 shares-3.22%2026-03-312026-05-11

TSLA TESLA INC1.2K shares-0.52%2026-03-312026-05-11

SHM SPDR SERIES TRUST9.0K shares3.79%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR2.6K shares-2.72%2026-03-312026-05-11

VXF VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-11

ETR ENTERGY CORP NEW3.7K shares-0.22%2026-03-312026-05-11

ICLN ISHARES TR22.5K shares9.23%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC997 shares-2.16%2026-03-312026-05-11

Sponsored

MMM 3M CO2.8K shares58.25%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR3.6K sharesnew addition2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP2.3K shares1.31%2026-03-312026-05-11

LOW LOWES COS INC1.7K shares-4.56%2026-03-312026-05-11

IJH ISHARES TR5.8K shares-0.24%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC3.4K shares-10.14%2026-03-312026-05-11

IJR ISHARES TR3.1K shares-0.95%2026-03-312026-05-11

MCK MCKESSON CORP447 shares-0.45%2026-03-312026-05-11

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD8.3K shares5.95%2026-03-312026-05-11

XOM EXXON MOBIL CORP2.2K shares-4.64%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC3.1K shares19.64%2026-03-312026-05-11

ADI ANALOG DEVICES INC1.1K shares0.00%2026-03-312026-05-11

PAVE GLOBAL X FDS7.2K shares-0.55%2026-03-312026-05-11

GLD SPDR GOLD TR843 shares-13.27%2026-03-312026-05-11

EFA ISHARES TR3.7K shares0.00%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND781 shares-1.26%2026-03-312026-05-11

Sponsored

GOVT ISHARES TR15.6K sharesnew addition2026-03-312026-05-11

RTX RTX CORPORATION1.8K shares-0.11%2026-03-312026-05-11

ORCL ORACLE CORP2.4K shares-5.22%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC361 shares-1.37%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE1.2K shares37.85%2026-03-312026-05-11

CSX CSX CORP8.1K shares-0.18%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR6.6K shares-14.95%2026-03-312026-05-11

PFE PFIZER INC11.6K shares-7.66%2026-03-312026-05-11

Sponsored

BAC BANK AMERICA CORP6.6K shares-3.63%2026-03-312026-05-11

IWX ISHARES TR3.4K shares20.15%2026-03-312026-05-11

ABT ABBOTT LABORATORIES3.1K shares-1.23%2026-03-312026-05-11

ESGU ISHARES TR2.2K shares-42.24%2026-03-312026-05-11

INTC INTEL CORP6.9K shares-11.69%2026-03-312026-05-11

SCZ ISHARES TR3.8K shares-22.49%2026-03-312026-05-11

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-11

IUSG ISHARES TR1.9K shares0.00%2026-03-312026-05-11

Sponsored

DIS DISNEY WALT CO3.0K shares-0.07%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC5.7K shares0.42%2026-03-312026-05-11

SCHZ SCHWAB STRATEGIC TR12.2K shares-13.90%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR9.2K sharesnew addition2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC959 shares-1.03%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC1.0K shares-16.14%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.1K shares7.31%2026-03-312026-05-11

XJR ISHARES TR6.3K shares-1.84%2026-03-312026-05-11

Sponsored

MTUM ISHARES TR1.1K shares22.81%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC4.6K shares-4.15%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP388 shares-6.05%2026-03-312026-05-11

BOND PIMCO ETF TR2.8K shares-15.84%2026-03-312026-05-11

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-05-11

SCHR SCHWAB STRATEGIC TR10.2K sharesnew addition2026-03-312026-05-11

CRM SALESFORCE INC1.4K shares-17.38%2026-03-312026-05-11

AMAT APPLIED MATLS INC738 shares-14.19%2026-03-312026-05-11

Sponsored

MUNI PIMCO ETF TR4.8K shares-0.29%2026-03-312026-05-11

EWJ ISHARES INC2.9K shares-7.54%2026-03-312026-05-11

GEV GE VERNOVA INC280 sharesnew addition2026-03-312026-05-11

SO SOUTHERN CO2.5K shares-5.60%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-7.55%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST7.2K shares4.63%2026-03-312026-05-11

DFIS DIMENSIONAL ETF TRUST7.0K shares13.08%2026-03-312026-05-11

VIOO VANGUARD ADMIRAL FDS INC2.0K sharesnew addition2026-03-312026-05-11

Sponsored

DGRO ISHARES TR3.3K shares-30.52%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO2.7K shares2.77%2026-03-312026-05-11

ITOT ISHARES TR1.6K shares0.00%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST6.3K shares-2.47%2026-03-312026-05-11

ZTS ZOETIS INC1.9K shares-3.78%2026-03-312026-05-11

ESML ISHARES TR4.7K sharesnew addition2026-03-312026-05-11

BHP BHP BILLITON LIMITED3.1K sharesnew addition2026-03-312026-05-11

FPE FIRST TR EXCH TRADED FD III12.4K sharesnew addition2026-03-312026-05-11

Sponsored

SLV ISHARES SILVER TR3.2K shares-26.53%2026-03-312026-05-11

VALE VALE S A13.5K shares0.00%2026-03-312026-05-11

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC16.2K shares0.00%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC1.2K shares-1.90%2026-03-312026-05-11

BBSC J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2026-03-312026-05-11

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-05-11

NG NOVAGOLD RESOURCES INC11.5K sharesnew addition2026-03-312026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

9.57%

Shares1.4M

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

4.12%

Shares1.0M

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-2.58%

Shares221.8K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC

5.40%

Shares497.1K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

11.56%

Shares369.2K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

10.00%

Shares261.3K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-1.80%

Shares60.0K

Event2026-03-31

Filed2026-05-11

FPEI

FIRST TR EXCH TRADED FD III

8.11%

Shares1.2M

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

3.87%

Shares196.0K

Event2026-03-31

Filed2026-05-11

JPIE

J P MORGAN EXCHANGE TRADED F

90.22%

Shares444.4K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

0.29%

Shares46.9K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

-11.45%

Shares100.8K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

-10.52%

Shares627.5K

Event2026-03-31

Filed2026-05-11

NYF

ISHARES TR

19.32%

Shares350.8K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-6.62%

Shares93.1K

Event2026-03-31

Filed2026-05-11

IYJ

ISHARES TR

6.03%

Shares110.3K

Event2026-03-31

Filed2026-05-11

GRID

FIRST TR EXCHANGE-TRADED FD

1.59%

Shares95.8K

Event2026-03-31

Filed2026-05-11

SOXX

ISHARES TR

-8.74%

Shares46.4K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

-32.80%

Shares303.0K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

-6.05%

Shares243.4K

Event2026-03-31

Filed2026-05-11

CIBR

FIRST TR EXCHANGE-TRADED FD

13.13%

Shares207.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

1.72%

Shares34.1K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-0.81%

Shares246.7K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

2577.74%

Shares105.0K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-4.94%

Shares16.4K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-2.36%

Shares39.9K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

0.02%

Shares78.2K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-5.25%

Shares14.3K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

281.08%

Shares104.6K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

-2.01%

Shares56.4K

Event2026-03-31

Filed2026-05-11

FLRN

SPDR SERIES TRUST

4.04%

Shares255.4K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

2861.84%

Shares98.2K

Event2026-03-31

Filed2026-05-11

XJUN

FIRST TR EXCHNG TRADED FD VI

-7.70%

Shares151.4K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

0.37%

Shares57.5K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

2.02%

Shares34.7K

Event2026-03-31

Filed2026-05-11

JTEK

J P MORGAN EXCHANGE TRADED F

New

Shares74.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.25%

Shares18.4K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

6.84%

Shares73.6K

Event2026-03-31

Filed2026-05-11

SUSC

ISHARES TR

27.53%

Shares218.9K

Event2026-03-31

Filed2026-05-11

JSCP

J P MORGAN EXCHANGE TRADED F

14.65%

Shares102.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-2.37%

Shares7.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.20%

Shares16.1K

Event2026-03-31

Filed2026-05-11

BBUS

J P MORGAN EXCHANGE TRADED F

44.09%

Shares37.2K

Event2026-03-31

Filed2026-05-11

ESGD

ISHARES TR

10.19%

Shares42.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-0.14%

Shares19.0K

Event2026-03-31

Filed2026-05-11

JIRE

J P MORGAN EXCHANGE TRADED F

18.18%

Shares45.9K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-12.38%

Shares52.8K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

-0.70%

Shares13.2K

Event2026-03-31

Filed2026-05-11

NULV

NUSHARES ETF TR

4.92%

Shares71.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-1.64%

Shares8.7K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

18.97%

Shares32.9K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-0.65%

Shares8.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.74%

Shares9.9K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-0.37%

Shares5.3K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

-2.23%

Shares7.6K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares50.7K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-50.86%

Shares22.6K

Event2026-03-31

Filed2026-05-11

JGRO

J P MORGAN EXCHANGE TRADED F

21.51%

Shares25.9K

Event2026-03-31

Filed2026-05-11

NULG

NUSHARES ETF TR

8.47%

Shares23.9K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-0.54%

Shares37.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-0.40%

Shares2.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.23%

Shares6.7K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

-0.27%

Shares9.9K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-3.03%

Shares5.8K

Event2026-03-31

Filed2026-05-11

ESGE

ISHARES INC

11.73%

Shares39.0K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

-0.71%

Shares5.9K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

26.01%

Shares13.3K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

1.44%

Shares3.0K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

17.71%

Shares37.1K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-6.46%

Shares4.8K

Event2026-03-31

Filed2026-05-11

JMUB

J P MORGAN EXCHANGE TRADED F

-0.54%

Shares33.6K

Event2026-03-31

Filed2026-05-11

VONV

VANGUARD SCOTTSDALE FDS

-0.17%

Shares17.8K

Event2026-03-31

Filed2026-05-11

BUFR

FIRST TR EXCHNG TRADED FD VI

11.38%

Shares47.7K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

5.99%

Shares30.7K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

14.37%

Shares20.3K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-1.03%

Shares6.1K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

-23.94%

Shares8.0K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-1.59%

Shares32.1K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-1.81%

Shares2.8K

Event2026-03-31

Filed2026-05-11

IGM

ISHARES TR

-2.52%

Shares11.6K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

11.65%

Shares23.9K

Event2026-03-31

Filed2026-05-11