Sponsored

The Analysis of L.K. Benson & Company, P.C.'s Holdings & P&L

Currently, L.K. Benson & Company, P.C. holds 113 types of securities in its portfolio with a total value $302.5M. In the most recent quarter, they have increased their positions in TROW (+1.1M shares, valued at $98.5M), SCHR (+63.7K shares, valued at $1.6M), VTI (+3.2K shares, valued at $1.0M); decreased their positions in VGSH (-3.7K shares, valued at $216.8K), VTEB (-2.3K shares, valued at $112.3K), VNQ (-1.1K shares, valued at $96.5K); initiated new positions in AOM (+10.4K shares, valued at $491.0K), IEFA (+2.6K shares, valued at $236.8K), N/A (+1.9K shares, valued at $223.7K).

1M P&L

+9.1M+2.90%

3M P&L

+13.7M+4.41%

HY P&L

+17.5M+5.70%

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/A160.6M

54.4%

2Asset Management126.1M

42.7%

3Discount Stores1.7M

0.6%

Top Industries by Stock Count

1N/A91 stocks

85.8%

2Drug Manufacturers - General2 stocks

1.9%

3Medical Devices1 stocks

0.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TROW PRICE T ROWE GROUP INC1.4M shares356.71%2026-03-312026-04-21

VXUS VANGUARD STAR FDS167.0K shares2.00%2026-03-312026-04-21

HIDE EA SERIES TRUST471.4K shares9.33%2026-03-312026-04-21

VTI VANGUARD INDEX FDS29.2K shares12.53%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS106.5K shares10.25%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR288.9K shares28.30%2026-03-312026-04-21

CAOS EA SERIES TRUST77.0K shares10.63%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR270.9K shares-0.70%2026-03-312026-04-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS7.8K shares0.71%2026-03-312026-04-21

VXF VANGUARD INDEX FDS21.2K shares7.29%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST77.1K shares0.19%2026-03-312026-04-21

IVV ISHARES TR6.1K shares1.05%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST54.7K shares0.14%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS76.0K shares-2.88%2026-03-312026-04-21

VV VANGUARD INDEX FDS11.8K shares8.68%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR30.0K shares-0.45%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS15.9K shares-2.41%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR31.3K shares-0.45%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR88.7K shares-0.13%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS39.4K shares28.18%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR46.6K shares-3.13%2026-03-312026-04-21

AGG ISHARES TR22.9K shares0.47%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR85.1K shares0.15%2026-03-312026-04-21

QVAL EA SERIES TRUST38.0K shares12.15%2026-03-312026-04-21

Sponsored

QMOM EA SERIES TRUST27.1K shares12.56%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F13.1K shares1.78%2026-03-312026-04-21

DFLV DIMENSIONAL ETF TRUST48.1K shares0.37%2026-03-312026-04-21

SUB ISHARES TR15.9K shares2.78%2026-03-312026-04-21

WMT WALMART INC13.4K shares0.00%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR20.7K shares1.12%2026-03-312026-04-21

AVIG AMERICAN CENTY ETF TR38.7K shares0.49%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR15.5K shares-0.82%2026-03-312026-04-21

Sponsored

BSV VANGUARD BD INDEX FDS16.4K shares0.49%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR47.7K shares-1.31%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST20.3K shares0.26%2026-03-312026-04-21

AAPL APPLE INC4.9K shares-0.31%2026-03-312026-04-21

AAUS EA SERIES TRUST23.4K shares0.00%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR34.8K shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR45.3K shares0.09%2026-03-312026-04-21

AVMU AMERICAN CENTY ETF TR24.6K shares2.24%2026-03-312026-04-21

Sponsored

ITOT ISHARES TR7.8K shares0.00%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS22.0K shares12.33%2026-03-312026-04-21

VB VANGUARD INDEX FDS4.2K shares-0.24%2026-03-312026-04-21

MTB M & T BK CORP5.2K shares0.23%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS11.5K shares-8.62%2026-03-312026-04-21

IVAL EA SERIES TRUST30.0K shares7.64%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS13.4K shares0.09%2026-03-312026-04-21

IMOM EA SERIES TRUST24.3K shares6.12%2026-03-312026-04-21

Sponsored

FRDM EA SERIES TRUST17.4K shares-0.79%2026-03-312026-04-21

SGOV ISHARES TR9.0K shares25.00%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS18.4K shares0.28%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-04-21

SHY ISHARES TR10.3K shares10.47%2026-03-312026-04-21

SMMD ISHARES TR11.1K shares0.04%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F15.6K shares0.00%2026-03-312026-04-21

FLOT ISHARES TR16.3K shares0.48%2026-03-312026-04-21

Sponsored

MUB ISHARES TR7.6K shares0.18%2026-03-312026-04-21

SHM SPDR SERIES TRUST16.7K shares62.32%2026-03-312026-04-21

MSFT MICROSOFT CORP2.0K shares0.00%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR26.7K shares0.37%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR30.0K shares0.51%2026-03-312026-04-21

SMMU PIMCO ETF TR14.1K shares0.28%2026-03-312026-04-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR5.9K shares0.17%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR1.5K shares30.71%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.00%2026-03-312026-04-21

VCRB VANGUARD MALVERN FDS7.9K shares4.71%2026-03-312026-04-21

XOM EXXON MOBIL CORP3.3K shares0.00%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST14.2K shares-0.34%2026-03-312026-04-21

FALN ISHARES TR20.6K shares0.62%2026-03-312026-04-21

BOND PIMCO ETF TR5.7K shares0.09%2026-03-312026-04-21

VTES VANGUARD WELLINGTON FD5.2K shares0.33%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS6.2K shares100.59%2026-03-312026-04-21

AOM ISHARES TR10.4K sharesnew addition2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.09%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR8.9K shares0.00%2026-03-312026-04-21

IWR ISHARES TR4.8K shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL956 shares0.00%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST13.5K shares0.14%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS3.1K shares0.07%2026-03-312026-04-21

Sponsored

VGSH VANGUARD SCOTTSDALE FDS7.7K shares-32.51%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR7.1K shares0.00%2026-03-312026-04-21

NMRK NEWMARK GROUP INC28.3K shares0.00%2026-03-312026-04-21

BOXX EA SERIES TRUST3.6K shares0.03%2026-03-312026-04-21

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.3K shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.3K shares-0.95%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.3K shares0.82%2026-03-312026-04-21

Sponsored

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST10.8K shares-19.49%2026-03-312026-04-21

EOSE EOS ENERGY ENTERPRISES INC72.0K shares0.00%2026-03-312026-04-21

LRGF ISHARES TR5.0K shares0.14%2026-03-312026-04-21

RLY SSGA ACTIVE ETF TR9.0K shares0.03%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR558 shares0.00%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST7.0K shares0.00%2026-03-312026-04-21

IWP ISHARES TR2.4K shares-15.09%2026-03-312026-04-21

Sponsored

SDY SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-21

KO COCA COLA CO3.7K shares0.00%2026-03-312026-04-21

TBUX T ROWE PRICE ETF INC5.6K shares0.00%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST7.1K shares0.25%2026-03-312026-04-21

TMSL T ROWE PRICE ETF INC7.4K shares0.00%2026-03-312026-04-21

FTLS FIRST TR EXCH TRADED FD III3.8K shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.5K shares0.00%2026-03-312026-04-21

MUNI PIMCO ETF TR4.8K shares0.82%2026-03-312026-04-21

Sponsored

EFA ISHARES TR2.5K shares0.00%2026-03-312026-04-21

IEFA ISHARES TR2.6K sharesnew addition2026-03-312026-04-21

GDX VANECK ETF TRUST2.6K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2026-03-312026-04-21

TGRW T ROWE PRICE ETF INC5.5K shares0.00%2026-03-312026-04-21

BA BOEING CO1.1K shares0.00%2026-03-312026-04-21

IJH ISHARES TR3.2K shares0.22%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS2.6K shares0.69%2026-03-312026-04-21

Sponsored

HYT BLACKROCK CORPOR HI YLD FD I15.4K shares9.76%2026-03-312026-04-21

TROW

PRICE T ROWE GROUP INC

356.71%

Shares1.4M

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

2.00%

Shares167.0K

Event2026-03-31

Filed2026-04-21

HIDE

EA SERIES TRUST

9.33%

Shares471.4K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

12.53%

Shares29.2K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

10.25%

Shares106.5K

Event2026-03-31

Filed2026-04-21

SCHR

SCHWAB STRATEGIC TR

28.30%

Shares288.9K

Event2026-03-31

Filed2026-04-21

CAOS

EA SERIES TRUST

10.63%

Shares77.0K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-0.70%

Shares270.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.71%

Shares7.8K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

7.29%

Shares21.2K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

0.19%

Shares77.1K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

1.05%

Shares6.1K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares54.7K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-2.88%

Shares76.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

8.68%

Shares11.8K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

-0.45%

Shares30.0K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-2.41%

Shares15.9K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

-0.45%

Shares31.3K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-0.13%

Shares88.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

28.18%

Shares39.4K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

-3.13%

Shares46.6K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

0.47%

Shares22.9K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

0.15%

Shares85.1K

Event2026-03-31

Filed2026-04-21

QVAL

EA SERIES TRUST

12.15%

Shares38.0K

Event2026-03-31

Filed2026-04-21

QMOM

EA SERIES TRUST

12.56%

Shares27.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

1.78%

Shares13.1K

Event2026-03-31

Filed2026-04-21

DFLV

DIMENSIONAL ETF TRUST

0.37%

Shares48.1K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

2.78%

Shares15.9K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

1.12%

Shares20.7K

Event2026-03-31

Filed2026-04-21

AVIG

AMERICAN CENTY ETF TR

0.49%

Shares38.7K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

-0.82%

Shares15.5K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

0.49%

Shares16.4K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

-1.31%

Shares47.7K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

0.26%

Shares20.3K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.31%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AAUS

EA SERIES TRUST

0.00%

Shares23.4K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares34.8K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.09%

Shares45.3K

Event2026-03-31

Filed2026-04-21

AVMU

AMERICAN CENTY ETF TR

2.24%

Shares24.6K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

12.33%

Shares22.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.24%

Shares4.2K

Event2026-03-31

Filed2026-04-21

MTB

M & T BK CORP

0.23%

Shares5.2K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

-8.62%

Shares11.5K

Event2026-03-31

Filed2026-04-21

IVAL

EA SERIES TRUST

7.64%

Shares30.0K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

0.09%

Shares13.4K

Event2026-03-31

Filed2026-04-21

IMOM

EA SERIES TRUST

6.12%

Shares24.3K

Event2026-03-31

Filed2026-04-21

FRDM

EA SERIES TRUST

-0.79%

Shares17.4K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

25.00%

Shares9.0K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

0.28%

Shares18.4K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

10.47%

Shares10.3K

Event2026-03-31

Filed2026-04-21

SMMD

ISHARES TR

0.04%

Shares11.1K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares15.6K

Event2026-03-31

Filed2026-04-21

FLOT

ISHARES TR

0.48%

Shares16.3K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

0.18%

Shares7.6K

Event2026-03-31

Filed2026-04-21

SHM

SPDR SERIES TRUST

62.32%

Shares16.7K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

0.37%

Shares26.7K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

0.51%

Shares30.0K

Event2026-03-31

Filed2026-04-21

SMMU

PIMCO ETF TR

0.28%

Shares14.1K

Event2026-03-31

Filed2026-04-21

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

0.17%

Shares5.9K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

30.71%

Shares1.5K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VCRB

VANGUARD MALVERN FDS

4.71%

Shares7.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

-0.34%

Shares14.2K

Event2026-03-31

Filed2026-04-21

FALN

ISHARES TR

0.62%

Shares20.6K

Event2026-03-31

Filed2026-04-21

BOND

PIMCO ETF TR

0.09%

Shares5.7K

Event2026-03-31

Filed2026-04-21

VTES

VANGUARD WELLINGTON FD

0.33%

Shares5.2K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

100.59%

Shares6.2K

Event2026-03-31

Filed2026-04-21

AOM

ISHARES TR

New

Shares10.4K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares956

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

0.14%

Shares13.5K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares3.1K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

-32.51%

Shares7.7K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

NMRK

NEWMARK GROUP INC

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-21

BOXX

EA SERIES TRUST

0.03%

Shares3.6K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.95%

Shares1.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.82%

Shares1.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

-19.49%

Shares10.8K

Event2026-03-31

Filed2026-04-21

EOSE

EOS ENERGY ENTERPRISES INC

0.00%

Shares72.0K

Event2026-03-31

Filed2026-04-21

LRGF

ISHARES TR

0.14%

Shares5.0K

Event2026-03-31

Filed2026-04-21

RLY

SSGA ACTIVE ETF TR

0.03%

Shares9.0K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares558

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

-15.09%

Shares2.4K

Event2026-03-31

Filed2026-04-21

SDY

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

TBUX

T ROWE PRICE ETF INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-21

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares7.1K

Event2026-03-31

Filed2026-04-21

TMSL

T ROWE PRICE ETF INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-21

FTLS

FIRST TR EXCH TRADED FD III

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO ETF TR

0.82%

Shares4.8K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

TGRW

T ROWE PRICE ETF INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-21

BOEING CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.22%

Shares3.2K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

0.69%

Shares2.6K

Event2026-03-31

Filed2026-04-21

HYT

BLACKROCK CORPOR HI YLD FD I

9.76%

Shares15.4K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available