Sponsored

The Analysis of LFA - Lugano Financial Advisors SA's Holdings & P&L

Currently, LFA - Lugano Financial Advisors SA holds 223 types of securities in its portfolio with a total value $196.6M. In the most recent quarter, they have increased their positions in FNDE (+121.4K shares, valued at $4.6M), SPY (+3.6K shares, valued at $2.4M), FEZ (+32.5K shares, valued at $2.0M); decreased their positions in SDVY (-105.4K shares, valued at $4.2M), SGOV (-17.9K shares, valued at $1.8M), FTLS (-7.2K shares, valued at $508.2K); initiated new positions in YYY (+6.4K shares, valued at $69.9K), N/A (+712 shares, valued at $46.3K), XLE (+360 shares, valued at $22.1K).

1M P&L

+4.1M+2.20%

3M P&L

-4.4M-2.28%

HY P&L

+4.1M+2.21%

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/A175.9M

92.7%

2Software - Infrastructure2.5M

1.3%

3Internet Retail2.5M

1.3%

Top Industries by Stock Count

1N/A109 stocks

52.9%

2Software - Application6 stocks

2.9%

3Semiconductors6 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T42.6K shares9.32%2026-03-312026-05-05

ESGD ISHARES TR229.6K shares0.00%2026-03-312026-05-05

GLD SPDR GOLD TR31.4K shares0.00%2026-03-312026-05-05

FNDE SCHWAB STRATEGIC TR334.6K shares56.95%2026-03-312026-05-05

SUSB ISHARES TR457.1K shares0.00%2026-03-312026-05-05

IGIB ISHARES TR98.3K shares7.72%2026-03-312026-05-05

VWOB VANGUARD WHITEHALL FDS75.9K shares-1.27%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS57.4K shares14.80%2026-03-312026-05-05

Sponsored

FEZ SPDR INDEX SHS FDS71.9K shares82.32%2026-03-312026-05-05

IBND SPDR SERIES TRUST125.7K shares0.22%2026-03-312026-05-05

SJNK SPDR SERIES TRUST153.2K shares23.80%2026-03-312026-05-05

FTLS FIRST TR EXCH TRADED FD III52.1K shares-12.18%2026-03-312026-05-05

IBDU ISHARES TR151.6K shares0.09%2026-03-312026-05-05

TLH ISHARES TR33.9K shares0.10%2026-03-312026-05-05

QAI NEW YORK LIFE INVESTMENTS ET98.0K shares-1.17%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS55.4K shares2.44%2026-03-312026-05-05

Sponsored

VSGX VANGUARD WORLD FD44.3K shares86.89%2026-03-312026-05-05

GDX VANECK ETF TRUST34.2K shares5.91%2026-03-312026-05-05

IEF ISHARES TR28.9K shares0.00%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD40.7K shares10.16%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR4.3K shares-7.22%2026-03-312026-05-05

AMZN AMAZON COM INC11.6K shares0.98%2026-03-312026-05-05

MSFT MICROSOFT CORP6.5K shares1.80%2026-03-312026-05-05

IBDT ISHARES TR94.3K shares1.12%2026-03-312026-05-05

Sponsored

SHY ISHARES TR25.1K shares2.44%2026-03-312026-05-05

IBDV ISHARES TR94.5K shares7.67%2026-03-312026-05-05

EFA ISHARES TR19.7K shares0.00%2026-03-312026-05-05

EWL ISHARES INC31.5K shares8.13%2026-03-312026-05-05

QLTA ISHARES TR38.2K shares-0.24%2026-03-312026-05-05

SGOV ISHARES TR17.1K shares-51.16%2026-03-312026-05-05

CWB SPDR SERIES TRUST14.7K shares0.00%2026-03-312026-05-05

EMB ISHARES TR14.1K shares9.04%2026-03-312026-05-05

Sponsored

RNRG GLOBAL X FDS31.5K shares0.00%2026-03-312026-05-05

ESGE ISHARES INC22.7K shares158.96%2026-03-312026-05-05

AAPL APPLE INC3.8K shares-15.41%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.1K shares1.50%2026-03-312026-05-05

CAT CATERPILLAR INC1.3K shares0.00%2026-03-312026-05-05

PDBC INVESCO ACTVELY MNGD ETC FD47.6K shares4.40%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR31.1K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.6K shares-24.66%2026-03-312026-05-05

Sponsored

EWU ISHARES TR16.1K shares1.15%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.5K shares2.86%2026-03-312026-05-05

VHT VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-05-05

NVDA NVIDIA CORPORATION3.4K shares0.00%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR3.5K shares0.00%2026-03-312026-05-05

FPEI FIRST TR EXCH TRADED FD III28.4K shares18.33%2026-03-312026-05-05

PIO INVESCO EXCH TRADED FD TR II11.5K shares0.00%2026-03-312026-05-05

VCLT VANGUARD SCOTTSDALE FDS6.6K shares-5.18%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE & CO1.6K shares0.00%2026-03-312026-05-05

HEWJ ISHARES TR6.9K shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR7.3K shares0.00%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR3.9K shares0.00%2026-03-312026-05-05

V VISA INC1.1K shares0.00%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-05-05

CGW INVESCO EXCH TRADED FD TR II5.0K shares142.07%2026-03-312026-05-05

Sponsored

ITA ISHARES TR1.4K shares0.00%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-03-312026-05-05

IVE ISHARES TR1.4K shares0.00%2026-03-312026-05-05

ICLN ISHARES TR15.6K shares0.00%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-05

EMXC ISHARES INC3.5K shares0.00%2026-03-312026-05-05

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-03-312026-05-05

SHV ISHARES TR2.5K shares597.19%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC468 shares0.00%2026-03-312026-05-05

ABBV ABBVIE INC1.2K shares0.00%2026-03-312026-05-05

KRANESHARES TRUST KRANESHARES TRUST9.3K shares98.32%2026-03-312026-05-05

KO COCA COLA CO3.5K shares0.00%2026-03-312026-05-05

KKR & CO INC KKR & CO INC2.9K shares0.00%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND500 shares0.00%2026-03-312026-05-05

RMD RESMED INC1.0K shares0.00%2026-03-312026-05-05

BLACKSTONE INC BLACKSTONE INC2.0K shares0.00%2026-03-312026-05-05

Sponsored

BAC BANK AMERICA CORP4.6K shares0.00%2026-03-312026-05-05

VRP INVESCO EXCH TRADED FD TR II9.3K shares83.80%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-05

SDG ISHARES TR2.5K shares0.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED418 shares0.00%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS3.2K shares55.00%2026-03-312026-05-05

IBB ISHARES TR1.2K shares0.00%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-03-312026-05-05

Sponsored

IWM ISHARES TR795 shares0.00%2026-03-312026-05-05

BWZ SPDR SERIES TRUST7.3K shares12.61%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS2.6K shares0.00%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS3.9K shares11.30%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC1.4K shares0.00%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.1K shares0.00%2026-03-312026-05-05

SUSA ISHARES TR1.3K shares0.00%2026-03-312026-05-05

TSLA TESLA INC476 shares-5.93%2026-03-312026-05-05

Sponsored

IVV ISHARES TR257 shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC536 shares0.00%2026-03-312026-05-05

HON HONEYWELL INTL INC716 shares0.00%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC1.4K shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP500 shares0.00%2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II7.6K shares112.04%2026-03-312026-05-05

YUM YUM BRANDS INC970 shares0.00%2026-03-312026-05-05

GHYG ISHARES INC3.4K shares0.00%2026-03-312026-05-05

Sponsored

VNQ VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-05

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

EBND SPDR SERIES TRUST7.2K shares0.00%2026-03-312026-05-05

MO ALTRIA GROUP INC2.1K shares0.00%2026-03-312026-05-05

URTH ISHARES INC723 shares20.70%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS1.4K shares0.00%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-05

ZTS ZOETIS INC1.0K shares0.00%2026-03-312026-05-05

Sponsored

LLY ELI LILLY & CO126 shares0.00%2026-03-312026-05-05

SLV ISHARES SILVER TR1.6K shares-2.46%2026-03-312026-05-05

PEP PEPSICO INC697 shares0.00%2026-03-312026-05-05

USIG ISHARES TR2.1K shares0.00%2026-03-312026-05-05

PGX INVESCO EXCH TRADED FD TR II9.5K shares0.00%2026-03-312026-05-05

PFF ISHARES TR3.4K shares-13.81%2026-03-312026-05-05

VTWO VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-05-05

GBTC GRAYSCALE BITCOIN TRUST ETF1.8K shares0.00%2026-03-312026-05-05

Sponsored

QCOM QUALCOMM INC750 shares-7.41%2026-03-312026-05-05

BR BROADRIDGE FINL SOLUTIONS IN594 shares0.00%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC788 shares0.00%2026-03-312026-05-05

ADSK AUTODESK INC383 shares0.00%2026-03-312026-05-05

DBMF LITMAN GREGORY FDS TR3.0K shares0.00%2026-03-312026-05-05

HYG ISHARES TR1.1K shares376.57%2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR801 shares0.00%2026-03-312026-05-05

EWG ISHARES INC2.2K shares0.00%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC1.7K shares-22.08%2026-03-312026-05-05

WMT WALMART INC636 shares0.00%2026-03-312026-05-05

MMM 3M CO530 shares0.00%2026-03-312026-05-05

SCHP SCHWAB STRATEGIC TR2.9K shares-46.61%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC460 shares0.00%2026-03-312026-05-05

EEM ISHARES TR1.3K shares11.79%2026-03-312026-05-05

ITOT ISHARES TR497 shares0.00%2026-03-312026-05-05

YYY AMPLIFY ETF TR6.4K sharesnew addition2026-03-312026-05-05

Sponsored

AJG GALLAGHER ARTHUR J & CO291 shares0.00%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD1.6K shares-98.55%2026-03-312026-05-05

CVX CHEVRON CORPORATION295 shares0.00%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC72 shares0.00%2026-03-312026-05-05

MAR MARRIOTT INTL INC NEW182 shares0.00%2026-03-312026-05-05

EWJ ISHARES INC696 shares0.00%2026-03-312026-05-05

BBH VANECK ETF TRUST310 shares0.00%2026-03-312026-05-05

BKR BAKER HUGHES COMPANY953 shares0.00%2026-03-312026-05-05

Sponsored

INTC INTEL CORP1.3K shares0.00%2026-03-312026-05-05

VO VANGUARD INDEX FDS800 shares0.00%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS735 shares0.00%2026-03-312026-05-05

COIN COINBASE GLOBAL INC308 shares0.00%2026-03-312026-05-05

HEDJ WISDOMTREE TR1.0K shares0.00%2026-03-312026-05-05

BOTZ GLOBAL X FDS1.6K shares47.56%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC155 shares0.00%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL109 shares0.00%2026-03-312026-05-05

Sponsored

HD HOME DEPOT INC156 shares0.00%2026-03-312026-05-05

DXJ WISDOMTREE TR320 shares0.00%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC110 shares0.00%2026-03-312026-05-05

DE DEERE & CO90 shares0.00%2026-03-312026-05-05

CRM SALESFORCE INC272 shares-16.56%2026-03-312026-05-05

WFC WELLS FARGO & CO635 shares0.00%2026-03-312026-05-05

T AT&T INC1.7K shares0.00%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION890 shares0.00%2026-03-312026-05-05

Sponsored

AMD ADVANCED MICRO DEVICES INC235 shares0.00%2026-03-312026-05-05

PG PROCTER & GAMBLE CO329 shares-12.96%2026-03-312026-05-05

GLW CORNING INC345 shares0.00%2026-03-312026-05-05

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC712 sharesnew addition2026-03-312026-05-05

IEMG ISHARES INC660 shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF1.2K shares0.00%2026-03-312026-05-05

KLAC KLA CORP31 shares0.00%2026-03-312026-05-05

BABA ALIBABA GROUP HLDG LTD348 shares0.00%2026-03-312026-05-05

Sponsored

SHYG ISHARES TR1.0K shares0.00%2026-03-312026-05-05

ADI ANALOG DEVICES INC135 shares0.00%2026-03-312026-05-05

NFLX NETFLIX INC.420 shares0.00%2026-03-312026-05-05

RTX RTX CORPORATION201 shares0.00%2026-03-312026-05-05

IBKR INTERACTIVE BROKERS GROUP IN576 shares0.00%2026-03-312026-05-05

CSCO CISCO SYS INC500 shares0.00%2026-03-312026-05-05

TIP ISHARES TR330 shares0.00%2026-03-312026-05-05

FTNT FORTINET INC426 shares0.00%2026-03-312026-05-05

Sponsored

ACWX ISHARES TR499 shares0.00%2026-03-312026-05-05

APH AMPHENOL CORP260 shares0.00%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC2.1K shares0.00%2026-03-312026-05-05

IXUS ISHARES TR369 shares0.00%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION31 shares0.00%2026-03-312026-05-05

AVK ADVENT CONV & INCOME FD2.8K shares0.00%2026-03-312026-05-05

APP APPLOVIN CORP75 shares0.00%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL895 shares0.00%2026-03-312026-05-05

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD270 shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC30 shares0.00%2026-03-312026-05-05

BLV VANGUARD BD INDEX FDS412 shares-66.50%2026-03-312026-05-05

GEV GE VERNOVA INC32 shares0.00%2026-03-312026-05-05

DAX GLOBAL X FDS645 shares42.38%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS105 shares0.00%2026-03-312026-05-05

SO SOUTHERN CO246 shares0.00%2026-03-312026-05-05

Sponsored

SCHW SCHWAB CHARLES CORP235 shares0.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR360 sharesnew addition2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC128 shares141.51%2026-03-312026-05-05

DHR DANAHER CORP DEL110 shares0.00%2026-03-312026-05-05

ADBE ADOBE INC85 shares0.00%2026-03-312026-05-05

WM WASTE MGMT INC DEL72 shares0.00%2026-03-312026-05-05

EUHY ISHARES INC313 shares0.00%2026-03-312026-05-05

ORCL ORACLE CORP109 shares0.00%2026-03-312026-05-05

Sponsored

NOW SERVICENOW INC150 shares-16.67%2026-03-312026-05-05

SBUX STARBUCKS CORP170 shares0.00%2026-03-312026-05-05

EOG EOG RES INC106 shares0.00%2026-03-312026-05-05

DIS DISNEY WALT CO157 shares0.00%2026-03-312026-05-05

EBAY EBAY INC.165 shares0.00%2026-03-312026-05-05

FLIN FRANKLIN TEMPLETON ETF TR450 shares0.00%2026-03-312026-05-05

LULU LULULEMON ATHLETICA INC97 shares0.00%2026-03-312026-05-05

CSX CSX CORP333 shares0.00%2026-03-312026-05-05

Sponsored

URA GLOBAL X FDS280 shares-60.84%2026-03-312026-05-05

MCK MCKESSON CORP15 shares0.00%2026-03-312026-05-05

TMUS T-MOBILE US INC59 shares0.00%2026-03-312026-05-05

EZU ISHARES INC197 shares0.00%2026-03-312026-05-05

BIDU BAIDU INC100 shares0.00%2026-03-312026-05-05

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET365 shares0.00%2026-03-312026-05-05

PGR PROGRESSIVE CORP54 shares0.00%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC146 shares0.00%2026-03-312026-05-05

Sponsored

VRTX VERTEX PHARMACEUTICALS INC23 shares0.00%2026-03-312026-05-05

CVS CVS HEALTH CORP140 shares0.00%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC85 shares0.00%2026-03-312026-05-05

CTVA CORTEVA INC117 shares0.00%2026-03-312026-05-05

AMAT APPLIED MATLS INC28 shares0.00%2026-03-312026-05-05

KOID KRANESHARES TRUST273 sharesnew addition2026-03-312026-05-05

DLTR DOLLAR TREE INC74 shares0.00%2026-03-312026-05-05

DLR DIGITAL RLTY TR INC42 shares0.00%2026-03-312026-05-05

Sponsored

LH LABCORP HOLDINGS INC27 shares0.00%2026-03-312026-05-05

AEE AMEREN CORP64 shares0.00%2026-03-312026-05-05

AZO AUTOZONE INC2 shares0.00%2026-03-312026-05-05

LEN LENNAR CORP59 shares-80.91%2026-03-312026-05-05

SLB SLB LIMITED80 shares0.00%2026-03-312026-05-05

VLTO VERALTO CORP36 shares-70.00%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC15 shares0.00%2026-03-312026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

9.32%

Shares42.6K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

0.00%

Shares229.6K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.00%

Shares31.4K

Event2026-03-31

Filed2026-05-05

FNDE

SCHWAB STRATEGIC TR

56.95%

Shares334.6K

Event2026-03-31

Filed2026-05-05

SUSB

ISHARES TR

0.00%

Shares457.1K

Event2026-03-31

Filed2026-05-05

IGIB

ISHARES TR

7.72%

Shares98.3K

Event2026-03-31

Filed2026-05-05

VWOB

VANGUARD WHITEHALL FDS

-1.27%

Shares75.9K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

14.80%

Shares57.4K

Event2026-03-31

Filed2026-05-05

FEZ

SPDR INDEX SHS FDS

82.32%

Shares71.9K

Event2026-03-31

Filed2026-05-05

IBND

SPDR SERIES TRUST

0.22%

Shares125.7K

Event2026-03-31

Filed2026-05-05

SJNK

SPDR SERIES TRUST

23.80%

Shares153.2K

Event2026-03-31

Filed2026-05-05

FTLS

FIRST TR EXCH TRADED FD III

-12.18%

Shares52.1K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

0.09%

Shares151.6K

Event2026-03-31

Filed2026-05-05

TLH

ISHARES TR

0.10%

Shares33.9K

Event2026-03-31

Filed2026-05-05

QAI

NEW YORK LIFE INVESTMENTS ET

-1.17%

Shares98.0K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

2.44%

Shares55.4K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

86.89%

Shares44.3K

Event2026-03-31

Filed2026-05-05

GDX

VANECK ETF TRUST

5.91%

Shares34.2K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

0.00%

Shares28.9K

Event2026-03-31

Filed2026-05-05

CIBR

FIRST TR EXCHANGE-TRADED FD

10.16%

Shares40.7K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-7.22%

Shares4.3K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.98%

Shares11.6K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

1.80%

Shares6.5K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

1.12%

Shares94.3K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

2.44%

Shares25.1K

Event2026-03-31

Filed2026-05-05

IBDV

ISHARES TR

7.67%

Shares94.5K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-05

EWL

ISHARES INC

8.13%

Shares31.5K

Event2026-03-31

Filed2026-05-05

QLTA

ISHARES TR

-0.24%

Shares38.2K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

-51.16%

Shares17.1K

Event2026-03-31

Filed2026-05-05

CWB

SPDR SERIES TRUST

0.00%

Shares14.7K

Event2026-03-31

Filed2026-05-05

EMB

ISHARES TR

9.04%

Shares14.1K

Event2026-03-31

Filed2026-05-05

RNRG

GLOBAL X FDS

0.00%

Shares31.5K

Event2026-03-31

Filed2026-05-05

ESGE

ISHARES INC

158.96%

Shares22.7K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-15.41%

Shares3.8K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

1.50%

Shares16.1K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

PDBC

INVESCO ACTVELY MNGD ETC FD

4.40%

Shares47.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-24.66%

Shares2.6K

Event2026-03-31

Filed2026-05-05

EWU

ISHARES TR

1.15%

Shares16.1K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

2.86%

Shares2.5K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

FPEI

FIRST TR EXCH TRADED FD III

18.33%

Shares28.4K

Event2026-03-31

Filed2026-05-05

PIO

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-05

VCLT

VANGUARD SCOTTSDALE FDS

-5.18%

Shares6.6K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

HEWJ

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-05

VISA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

XLP

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

CGW

INVESCO EXCH TRADED FD TR II

142.07%

Shares5.0K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

ICLN

ISHARES TR

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-05

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

597.19%

Shares2.5K

Event2026-03-31

Filed2026-05-05