Sponsored

The Analysis of Legacy Financial Group LLC's Holdings & P&L

Currently, Legacy Financial Group LLC holds 121 types of securities in its portfolio with a total value $795.1M. In the most recent quarter, they have increased their positions in EFG (+80.1K shares, valued at $8.9M), IVV (+12.8K shares, valued at $8.3M), IDEF (+179.8K shares, valued at $5.9M); decreased their positions in EMXC (-45.4K shares, valued at $3.6M), DYNF (-52.1K shares, valued at $3.0M), N/A (-31.3K shares, valued at $2.8M); initiated new positions in EFG (+80.1K shares, valued at $8.9M), IDEF (+179.8K shares, valued at $5.9M), BLCR (+139.1K shares, valued at $5.7M).

1M P&L

+22.7M+2.75%

3M P&L

+1.9M+0.22%

HY P&L

+39.8M+4.93%

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/A748.9M

95.8%

2Specialty Retail7.1M

0.9%

3Internet Retail3.2M

0.4%

Top Industries by Stock Count

1N/A79 stocks

69.9%

2Beverages - Non-Alcoholic3 stocks

2.7%

3Farm & Heavy Construction Machinery2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF967.0K shares0.67%2026-03-312026-05-04

BUFD FT VEST LADDERED DEEP BUFFER ETF2.0M shares1.00%2026-03-312026-05-04

IUSG ISHARES CORE S&P U.S. GROWTH ETF340.4K shares0.53%2026-03-312026-05-04

SDY STATE STREET SPDR S&P DIVIDEND ETF291.4K shares-0.04%2026-03-312026-05-04

VB VANGUARD SMALL-CAP ETF143.9K shares0.19%2026-03-312026-05-04

ESN ESSENTIAL 40 STOCK ETF1.9M shares0.40%2026-03-312026-05-04

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF367.1K shares-11.01%2026-03-312026-05-04

IVV ISHARES CORE S&P 500 ETF41.2K shares44.86%2026-03-312026-05-04

Sponsored

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF516.5K shares-2.78%2026-03-312026-05-04

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF558.0K shares4.63%2026-03-312026-05-04

IVE ISHARES S&P 500 VALUE ETF96.8K shares-7.32%2026-03-312026-05-04

IVW ISHARES S&P 500 GROWTH ETF161.8K shares7.00%2026-03-312026-05-04

BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF926.5K shares1.17%2026-03-312026-05-04

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF873.0K shares1.60%2026-03-312026-05-04

BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF840.8K shares2.49%2026-03-312026-05-04

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF414.5K shares-0.63%2026-03-312026-05-04

Sponsored

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF296.2K shares-14.97%2026-03-312026-05-04

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF321.1K shares0.76%2026-03-312026-05-04

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF183.8K shares1.28%2026-03-312026-05-04

BSJU INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF560.9K shares2.79%2026-03-312026-05-04

EFV ISHARES MSCI EAFE VALUE ETF190.2K shares-0.18%2026-03-312026-05-04

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF247.5K shares0.11%2026-03-312026-05-04

BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF587.4K shares6.73%2026-03-312026-05-04

EFG ISHARES MSCI EAFE GROWTH ETF80.1K sharesnew addition2026-03-312026-05-04

Sponsored

QUAL ISHARES MSCI USA QUALITY FACTOR ETF45.7K shares3.33%2026-03-312026-05-04

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF251.7K shares3.50%2026-03-312026-05-04

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF33.7K shares4.61%2026-03-312026-05-04

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF216.7K shares8.45%2026-03-312026-05-04

TLH ISHARES 10-20 YEAR TREASURY BOND ETF75.8K shares4.90%2026-03-312026-05-04

CASY CASEYS GEN STORES INC COM9.8K shares0.25%2026-03-312026-05-04

USRT ISHARES CORE U.S. REIT ETF111.4K shares-0.03%2026-03-312026-05-04

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF74.4K shares-0.92%2026-03-312026-05-04

Sponsored

BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF266.9K shares-20.33%2026-03-312026-05-04

MBB ISHARES MBS ETF63.9K shares4.86%2026-03-312026-05-04

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF179.8K sharesnew addition2026-03-312026-05-04

BLCR ISHARES LARGE CAP CORE ACTIVE ETF139.1K sharesnew addition2026-03-312026-05-04

GOVT ISHARES U.S. TREASURY BOND ETF248.0K shares1113.53%2026-03-312026-05-04

VEA VANGUARD FTSE DEVELOPED MARKETS ETF85.3K shares-3.14%2026-03-312026-05-04

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF37.4K shares5.66%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW11.0K shares0.09%2026-03-312026-05-04

Sponsored

VO VANGUARD MID-CAP ETF18.1K shares-0.12%2026-03-312026-05-04

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF88.3K shares7.47%2026-03-312026-05-04

VPU VANGUARD UTILITIES ETF22.0K shares6.57%2026-03-312026-05-04

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF6.4K shares-8.93%2026-03-312026-05-04

AMZN AMAZON COM INC COM15.2K shares0.03%2026-03-312026-05-04

MSFT MICROSOFT CORP COM7.8K shares-0.38%2026-03-312026-05-04

BSV VANGUARD SHORT-TERM BOND ETF34.4K shares-7.22%2026-03-312026-05-04

AAPL APPLE INC COM10.5K shares-0.16%2026-03-312026-05-04

Sponsored

VUG VANGUARD GROWTH ETF5.2K shares-1.43%2026-03-312026-05-04

ISHARES GOLD TRUST ISHARES GOLD TRUST20.9K shares-59.92%2026-03-312026-05-04

WM WASTE MGMT INC DEL COM7.8K shares-1.12%2026-03-312026-05-04

DE DEERE & CO COM3.1K shares-0.76%2026-03-312026-05-04

SPY STATE STREET SPDR S&P 500 ETF2.7K shares-0.04%2026-03-312026-05-04

AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF25.0K shares-2.41%2026-03-312026-05-04

BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF69.8K shares-0.43%2026-03-312026-05-04

BND VANGUARD TOTAL BOND MARKET ETF19.6K shares5.39%2026-03-312026-05-04

Sponsored

WMT WALMART INC COM10.1K shares0.99%2026-03-312026-05-04

IJR ISHARES CORE S&P SMALL CAP ETF9.4K shares0.00%2026-03-312026-05-04

TSLA TESLA INC COM2.9K shares0.74%2026-03-312026-05-04

PFG PRINCIPAL FINANCIAL GROUP INC COM11.8K shares3.71%2026-03-312026-05-04

XOM EXXON MOBIL CORP COM6.0K shares2.04%2026-03-312026-05-04

NVDA NVIDIA CORPORATION COM5.4K shares-1.84%2026-03-312026-05-04

BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF43.0K shares0.93%2026-03-312026-05-04

VOE VANGUARD MID-CAP VALUE ETF4.8K shares0.04%2026-03-312026-05-04

Sponsored

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF9.6K shares-10.65%2026-03-312026-05-04

CAT CATERPILLAR INC COM1.2K shares0.00%2026-03-312026-05-04

VOT VANGUARD MID-CAP GROWTH ETF3.1K shares-7.44%2026-03-312026-05-04

AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF16.9K shares1.16%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC COM2.5K shares0.12%2026-03-312026-05-04

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND17.3K shares-1.45%2026-03-312026-05-04

IJH ISHARES CORE S&P MID-CAP ETF10.1K shares-2.16%2026-03-312026-05-04

IWC ISHARES MICRO-CAP ETF4.3K shares0.02%2026-03-312026-05-04

Sponsored

RLY STATE STREET MULTI-ASSET REAL RETURN ETF18.8K shares-1.41%2026-03-312026-05-04

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF14.2K shares0.00%2026-03-312026-05-04

WFC WELLS FARGO & CO COM8.2K shares0.09%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC COM7.0K shares0.00%2026-03-312026-05-04

GLD SPDR GOLD SHARES1.5K shares0.00%2026-03-312026-05-04

VTI VANGUARD TOTAL STOCK MARKET ETF2.0K shares0.00%2026-03-312026-05-04

VTV VANGUARD VALUE ETF3.0K shares-1.28%2026-03-312026-05-04

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF7.3K shares2.79%2026-03-312026-05-04

Sponsored

TOPT ISHARES TOP 20 U.S. STOCKS ETF18.1K shares1.24%2026-03-312026-05-04

HD HOME DEPOT INC COM1.6K shares0.06%2026-03-312026-05-04

IEFA ISHARES CORE MSCI EAFE ETF5.2K shares-2.51%2026-03-312026-05-04

NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF20.9K shares-13.28%2026-03-312026-05-04

AEE AMEREN CORP COM4.2K shares-1.75%2026-03-312026-05-04

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.5K shares2.16%2026-03-312026-05-04

EMR EMERSON ELEC CO COM3.2K shares0.00%2026-03-312026-05-04

AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF10.4K shares13.44%2026-03-312026-05-04

Sponsored

LPLA LPL FINL HLDGS INC COM1.4K shares0.00%2026-03-312026-05-04

XPO XPO INC COM1.9K shares0.00%2026-03-312026-05-04

NULG NUVEEN ESG LARGE-CAP GROWTH ETF4.1K shares-6.80%2026-03-312026-05-04

VWO VANGUARD FTSE EMERGING MARKETS ETF6.6K shares0.00%2026-03-312026-05-04

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I594 shares8.79%2026-03-312026-05-04

LAMR LAMAR ADVERTISING CO CL A2.6K sharesnew addition2026-03-312026-05-04

NULV NUVEEN ESG LARGE-CAP VALUE ETF7.2K shares-6.51%2026-03-312026-05-04

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.0K shares2.18%2026-03-312026-05-04

Sponsored

NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF8.1K shares-6.55%2026-03-312026-05-04

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.9K shares0.05%2026-03-312026-05-04

GNRC GENERAC HLDGS INC COM1.4K shares0.00%2026-03-312026-05-04

F FORD MTR CO COM24.2K shares-5.45%2026-03-312026-05-04

T AT&T INC COM9.6K shares0.00%2026-03-312026-05-04

SCHD SCHWAB US DIVIDEND EQUITY ETF8.8K shares0.00%2026-03-312026-05-04

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF8.9K shares0.10%2026-03-312026-05-04

KO COCA COLA CO COM3.4K shares2.41%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON COM1.0K shares6.19%2026-03-312026-05-04

GE AEROSPACE COM NEW GE AEROSPACE COM NEW899 shares0.00%2026-03-312026-05-04

IYW ISHARES U.S. TECHNOLOGY ETF1.3K shares-16.75%2026-03-312026-05-04

META META PLATFORMS INC CL A418 shares2.45%2026-03-312026-05-04

IUSV ISHARES CORE S&P US VALUE ETF2.3K shares-14.34%2026-03-312026-05-04

IJK ISHARES S&P MID-CAP 400 GROWTH ETF2.3K shares0.00%2026-03-312026-05-04

KDP KEURIG DR PEPPER INC COM8.6K shares-0.01%2026-03-312026-05-04

PEP PEPSICO INC COM1.4K shares-4.29%2026-03-312026-05-04

Sponsored

UNP UNION PAC CORP COM915 shares0.66%2026-03-312026-05-04

DGRO ISHARES CORE DIVIDEND GROWTH ETF3.2K shares0.00%2026-03-312026-05-04

PG PROCTER & GAMBLE CO COM1.5K shares-0.59%2026-03-312026-05-04

SLV ISHARES SILVER TRUST3.2K shares6.66%2026-03-312026-05-04

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF2.9K sharesnew addition2026-03-312026-05-04

CB CHUBB LTD SWITZ COM630 sharesnew addition2026-03-312026-05-04

GEV GE VERNOVA INC COM234 sharesnew addition2026-03-312026-05-04

LNT ALLIANT ENERGY CORP COM2.8K shares-6.02%2026-03-312026-05-04

Sponsored

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF6.6K shares0.46%2026-03-312026-05-04

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

0.67%

Shares967.0K

Event2026-03-31

Filed2026-05-04

BUFD

FT VEST LADDERED DEEP BUFFER ETF

1.00%

Shares2.0M

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.53%

Shares340.4K

Event2026-03-31

Filed2026-05-04

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-0.04%

Shares291.4K

Event2026-03-31

Filed2026-05-04

VANGUARD SMALL-CAP ETF

0.19%

Shares143.9K

Event2026-03-31

Filed2026-05-04

ESN

ESSENTIAL 40 STOCK ETF

0.40%

Shares1.9M

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-11.01%

Shares367.1K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES CORE S&P 500 ETF

44.86%

Shares41.2K

Event2026-03-31

Filed2026-05-04

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

-2.78%

Shares516.5K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

4.63%

Shares558.0K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES S&P 500 VALUE ETF

-7.32%

Shares96.8K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES S&P 500 GROWTH ETF

7.00%

Shares161.8K

Event2026-03-31

Filed2026-05-04

BSCR

INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

1.17%

Shares926.5K

Event2026-03-31

Filed2026-05-04

BSCS

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

1.60%

Shares873.0K

Event2026-03-31

Filed2026-05-04

BSJT

INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF

2.49%

Shares840.8K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

-0.63%

Shares414.5K

Event2026-03-31

Filed2026-05-04

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-14.97%

Shares296.2K

Event2026-03-31

Filed2026-05-04

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.76%

Shares321.1K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

1.28%

Shares183.8K

Event2026-03-31

Filed2026-05-04

BSJU

INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF

2.79%

Shares560.9K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES MSCI EAFE VALUE ETF

-0.18%

Shares190.2K

Event2026-03-31

Filed2026-05-04

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.11%

Shares247.5K

Event2026-03-31

Filed2026-05-04

BSCV

INVESCO BULLETSHARES 2031 CORPORATE BOND ETF

6.73%

Shares587.4K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES MSCI EAFE GROWTH ETF

New

Shares80.1K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

3.33%

Shares45.7K

Event2026-03-31

Filed2026-05-04

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

3.50%

Shares251.7K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

4.61%

Shares33.7K

Event2026-03-31

Filed2026-05-04

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

8.45%

Shares216.7K

Event2026-03-31

Filed2026-05-04

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

4.90%

Shares75.8K

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES INC COM

0.25%

Shares9.8K

Event2026-03-31

Filed2026-05-04

USRT

ISHARES CORE U.S. REIT ETF

-0.03%

Shares111.4K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

-0.92%

Shares74.4K

Event2026-03-31

Filed2026-05-04

BSJQ

INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF

-20.33%

Shares266.9K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES MBS ETF

4.86%

Shares63.9K

Event2026-03-31

Filed2026-05-04

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

New

Shares179.8K

Event2026-03-31

Filed2026-05-04

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares139.1K

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES U.S. TREASURY BOND ETF

1113.53%

Shares248.0K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-3.14%

Shares85.3K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

5.66%

Shares37.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.09%

Shares11.0K

Event2026-03-31

Filed2026-05-04

VANGUARD MID-CAP ETF

-0.12%

Shares18.1K

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

7.47%

Shares88.3K

Event2026-03-31

Filed2026-05-04

VPU

VANGUARD UTILITIES ETF

6.57%

Shares22.0K

Event2026-03-31

Filed2026-05-04

VANGUARD S&P 500 ETF

-8.93%

Shares6.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC COM

0.03%

Shares15.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP COM

-0.38%

Shares7.8K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD SHORT-TERM BOND ETF

-7.22%

Shares34.4K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC COM

-0.16%

Shares10.5K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD GROWTH ETF

-1.43%

Shares5.2K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TRUST

-59.92%

Shares20.9K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL COM

-1.12%

Shares7.8K

Event2026-03-31

Filed2026-05-04

DEERE & CO COM

-0.76%

Shares3.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STREET SPDR S&P 500 ETF

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-04

AOR

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

-2.41%

Shares25.0K

Event2026-03-31

Filed2026-05-04

BSJR

INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF

-0.43%

Shares69.8K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD TOTAL BOND MARKET ETF

5.39%

Shares19.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC COM

0.99%

Shares10.1K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES CORE S&P SMALL CAP ETF

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC COM

0.74%

Shares2.9K

Event2026-03-31

Filed2026-05-04

PFG

PRINCIPAL FINANCIAL GROUP INC COM

3.71%

Shares11.8K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP COM

2.04%

Shares6.0K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION COM

-1.84%

Shares5.4K

Event2026-03-31

Filed2026-05-04

BSJS

INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF

0.93%

Shares43.0K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD MID-CAP VALUE ETF

0.04%

Shares4.8K

Event2026-03-31

Filed2026-05-04

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

-10.65%

Shares9.6K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD MID-CAP GROWTH ETF

-7.44%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

1.16%

Shares16.9K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC COM

0.12%

Shares2.5K

Event2026-03-31

Filed2026-05-04

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND

-1.45%

Shares17.3K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES CORE S&P MID-CAP ETF

-2.16%

Shares10.1K

Event2026-03-31

Filed2026-05-04

IWC

ISHARES MICRO-CAP ETF

0.02%

Shares4.3K

Event2026-03-31

Filed2026-05-04

RLY

STATE STREET MULTI-ASSET REAL RETURN ETF

-1.41%

Shares18.8K

Event2026-03-31

Filed2026-05-04

INVESCO RAFI US 1000 ETF

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO COM

0.09%

Shares8.2K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD SHARES

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD VALUE ETF

-1.28%

Shares3.0K

Event2026-03-31

Filed2026-05-04

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

2.79%

Shares7.3K

Event2026-03-31

Filed2026-05-04

TOPT

ISHARES TOP 20 U.S. STOCKS ETF

1.24%

Shares18.1K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC COM

0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES CORE MSCI EAFE ETF

-2.51%

Shares5.2K

Event2026-03-31

Filed2026-05-04

NUBD

NUVEEN ESG U.S. AGGREGATE BOND ETF

-13.28%

Shares20.9K

Event2026-03-31

Filed2026-05-04

AEE

AMEREN CORP COM

-1.75%

Shares4.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC CAP STK CL C

2.16%

Shares1.5K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO COM

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

AOK

ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF

13.44%

Shares10.4K

Event2026-03-31

Filed2026-05-04

LPLA

LPL FINL HLDGS INC COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

XPO

XPO INC COM

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

-6.80%

Shares4.1K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD FTSE EMERGING MARKETS ETF

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TRUST SERIES I

8.79%

Shares594

Event2026-03-31

Filed2026-05-04

LAMR

LAMAR ADVERTISING CO CL A

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

NULV

NUVEEN ESG LARGE-CAP VALUE ETF

-6.51%

Shares7.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC CAP STK CL A

2.18%

Shares1.0K

Event2026-03-31

Filed2026-05-04

NUDM

NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF

-6.55%

Shares8.1K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-04

GNRC

GENERAC HLDGS INC COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

FORD MTR CO COM

-5.45%

Shares24.2K

Event2026-03-31

Filed2026-05-04

AT&T INC COM

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.10%

Shares8.9K

Event2026-03-31

Filed2026-05-04

COCA COLA CO COM

2.41%

Shares3.4K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON COM

6.19%

Shares1.0K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE COM NEW

0.00%

Shares899

Event2026-03-31

Filed2026-05-04

IYW

ISHARES U.S. TECHNOLOGY ETF

-16.75%

Shares1.3K

Event2026-03-31

Filed2026-05-04