Sponsored

The Analysis of Madison Wealth Partners, Inc's Holdings & P&L

Currently, Madison Wealth Partners, Inc holds 220 types of securities in its portfolio with a total value $627.0M. In the most recent quarter, they have increased their positions in FMDE (+1.2M shares, valued at $43.8M), UBND (+1.2M shares, valued at $26.8M), CGDV (+619.1K shares, valued at $26.3M); decreased their positions in DGRO (-381.1K shares, valued at $26.7M), ONEQ (-186.9K shares, valued at $15.9M), SCHM (-68.5K shares, valued at $2.1M); initiated new positions in CGDV (+619.1K shares, valued at $26.3M), FAST (+14.0K shares, valued at $650.5K), AGNC (+58.1K shares, valued at $583.0K).

1M P&L

+21.4M+3.34%

3M P&L

+118.8K+0.02%

HY P&L

+24.4M+3.82%

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/A527.4M

88.7%

2Consumer Electronics13.7M

2.3%

3Software - Infrastructure8.6M

1.5%

Top Industries by Stock Count

1N/A134 stocks

66.3%

2Semiconductors5 stocks

2.5%

3Drug Manufacturers - General4 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSG ISHARES TR410.6K shares2.32%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II861.8K shares6.20%2026-03-312026-04-30

FMDE FIDELITY COVINGTON TRUST1.2M shares12923.21%2026-03-312026-04-30

DYNF BLACKROCK ETF TRUST609.7K shares3.16%2026-03-312026-04-30

UBND VICTORY PORTFOLIOS II1.6M shares328.38%2026-03-312026-04-30

IUSV ISHARES TR312.1K shares0.06%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE619.1K sharesnew addition2026-03-312026-04-30

IVV ISHARES TR35.8K shares3.45%2026-03-312026-04-30

Sponsored

SMLF ISHARES TR304.9K shares0.38%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II91.0K shares439.28%2026-03-312026-04-30

DGRO ISHARES TR266.5K shares-58.85%2026-03-312026-04-30

AAPL APPLE INC53.9K shares7.00%2026-03-312026-04-30

IJH ISHARES TR191.9K shares-1.02%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR18.2K shares-4.18%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR378.3K shares2.49%2026-03-312026-04-30

IXUS ISHARES TR99.3K shares1.30%2026-03-312026-04-30

Sponsored

IJR ISHARES TR60.9K shares-0.47%2026-03-312026-04-30

MSFT MICROSOFT CORP19.2K shares4.45%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T9.4K shares2.81%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS27.8K shares3.81%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR109.8K shares-1.73%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR202.0K shares3.91%2026-03-312026-04-30

ALPHABET INC ALPHABET INC16.5K shares9.59%2026-03-312026-04-30

NVDA NVIDIA CORPORATION26.5K shares22.15%2026-03-312026-04-30

Sponsored

AMZN AMAZON COM INC21.8K shares10.53%2026-03-312026-04-30

BOXX EA SERIES TRUST38.8K shares8.45%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR139.0K shares4.19%2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR47.6K shares-79.72%2026-03-312026-04-30

VUG VANGUARD INDEX FDS9.2K shares2.97%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares8.42%2026-03-312026-04-30

ILCG ISHARES TR41.1K shares2.35%2026-03-312026-04-30

IEFA ISHARES TR39.0K shares0.47%2026-03-312026-04-30

Sponsored

ILCV ISHARES TR35.1K shares0.97%2026-03-312026-04-30

FENI FIDELITY COVINGTON TRUST87.2K shares21.66%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.1K shares-1.53%2026-03-312026-04-30

GLD SPDR GOLD TR7.2K shares17.53%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.4K shares5.36%2026-03-312026-04-30

USTB VICTORY PORTFOLIOS II59.0K shares65.87%2026-03-312026-04-30

VTI VANGUARD INDEX FDS8.5K shares10.05%2026-03-312026-04-30

VDC VANGUARD WORLD FD11.3K shares48.09%2026-03-312026-04-30

Sponsored

MGEE MGE ENERGY INC31.7K shares9.47%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION2.2K shares5.55%2026-03-312026-04-30

MUB ISHARES TR19.2K shares2.78%2026-03-312026-04-30

IVW ISHARES TR15.7K shares-0.73%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR57.6K shares45.48%2026-03-312026-04-30

TSLA TESLA INC4.6K shares6.50%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO5.1K shares8.97%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP6.9K shares3.70%2026-03-312026-04-30

Sponsored

VGT VANGUARD WORLD FD2.0K shares7.16%2026-03-312026-04-30

ITOT ISHARES TR9.8K shares0.23%2026-03-312026-04-30

OEF ISHARES TR4.3K shares5.33%2026-03-312026-04-30

ALPHABET INC ALPHABET INC4.6K shares3.96%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS8.9K shares20.05%2026-03-312026-04-30

META META PLATFORMS INC2.3K shares16.25%2026-03-312026-04-30

IEMG ISHARES INC18.2K shares4.29%2026-03-312026-04-30

BROADCOM INC BROADCOM INC3.9K shares18.46%2026-03-312026-04-30

Sponsored

V VISA INC3.8K shares-0.87%2026-03-312026-04-30

CGMU CAPITAL GRP FIXED INCM ETF T41.8K shares5.33%2026-03-312026-04-30

BAC BANK AMERICA CORP22.9K shares5.53%2026-03-312026-04-30

VDE VANGUARD WORLD FD6.3K shares0.88%2026-03-312026-04-30

AGG ISHARES TR10.5K shares14.11%2026-03-312026-04-30

DE DEERE & CO1.8K shares-0.39%2026-03-312026-04-30

DHR DANAHER CORP DEL5.2K shares-0.83%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON4.0K shares25.66%2026-03-312026-04-30

Sponsored

LNT ALLIANT ENERGY CORP13.6K shares-31.37%2026-03-312026-04-30

NFLX NETFLIX INC.10.0K shares9.84%2026-03-312026-04-30

VB VANGUARD INDEX FDS3.6K shares26.77%2026-03-312026-04-30

VBR VANGUARD INDEX FDS4.3K shares7.01%2026-03-312026-04-30

XOM EXXON MOBIL CORP5.5K shares8.85%2026-03-312026-04-30

BALT INNOVATOR ETFS TRUST27.5K shares5.76%2026-03-312026-04-30

CAT CATERPILLAR INC1.3K shares40.39%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR14.7K shares47.50%2026-03-312026-04-30

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F15.7K shares28.17%2026-03-312026-04-30

SLV ISHARES SILVER TR13.0K shares11.42%2026-03-312026-04-30

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

SOXX ISHARES TR2.7K shares20.94%2026-03-312026-04-30

IMCG ISHARES TR10.7K shares12.63%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR27.2K shares-71.61%2026-03-312026-04-30

IMCV ISHARES TR9.8K shares9.73%2026-03-312026-04-30

XYLD GLOBAL X FDS21.0K shares18.78%2026-03-312026-04-30

Sponsored

HELO J P MORGAN EXCHANGE TRADED F12.6K shares5.23%2026-03-312026-04-30

LLY ELI LILLY & CO848 shares9.99%2026-03-312026-04-30

AMAT APPLIED MATLS INC2.3K shares5.17%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR7.0K shares2.61%2026-03-312026-04-30

CGCP CAPITAL GRP FIXED INCM ETF T34.7K shares5.06%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS7.9K shares11.57%2026-03-312026-04-30

MUNI PIMCO ETF TR13.4K shares0.20%2026-03-312026-04-30

CVX CHEVRON CORPORATION3.3K shares19.50%2026-03-312026-04-30

Sponsored

MU MICRON TECHNOLOGY INC2.0K shares23.27%2026-03-312026-04-30

PG PROCTER & GAMBLE CO4.5K shares30.35%2026-03-312026-04-30

FAST FASTENAL CO14.0K sharesnew addition2026-03-312026-04-30

IWM ISHARES TR2.6K shares0.00%2026-03-312026-04-30

COWZ PACER FDS TR10.1K shares0.78%2026-03-312026-04-30

WMT WALMART INC5.0K shares82.11%2026-03-312026-04-30

FTEC FIDELITY COVINGTON TRUST3.0K shares4.08%2026-03-312026-04-30

IVE ISHARES TR2.8K shares-0.32%2026-03-312026-04-30

Sponsored

AGNC AGNC INVT CORP58.1K sharesnew addition2026-03-312026-04-30

GRID FIRST TR EXCHANGE-TRADED FD3.5K shares137.64%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F7.6K shares0.01%2026-03-312026-04-30

VTV VANGUARD INDEX FDS2.9K shares2.58%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC3.9K shares4.45%2026-03-312026-04-30

MCD MCDONALDS CORP1.8K shares19.93%2026-03-312026-04-30

ABBV ABBVIE INC2.6K shares40.84%2026-03-312026-04-30

VXUS VANGUARD STAR FDS7.2K shares10.23%2026-03-312026-04-30

Sponsored

FHEQ FIDELITY GREENWOOD STREET TR18.6K shares18.59%2026-03-312026-04-30

CSHI NEOS ETF TRUST10.9K shares-8.69%2026-03-312026-04-30

IGV ISHARES TR6.8K shares-2.37%2026-03-312026-04-30

HD HOME DEPOT INC1.6K shares13.47%2026-03-312026-04-30

ORCL ORACLE CORP3.6K shares5.69%2026-03-312026-04-30

SUB ISHARES TR4.9K shares10.49%2026-03-312026-04-30

XMHQ INVESCO EXCHANGE TRADED FD T5.0K shares23.32%2026-03-312026-04-30

FESM FIDELITY COVINGTON TRUST13.4K shares-0.47%2026-03-312026-04-30

Sponsored

KLAC KLA CORP338 shares0.30%2026-03-312026-04-30

T AT&T INC17.1K shares4.79%2026-03-312026-04-30

ISCG ISHARES TR9.0K shares12.13%2026-03-312026-04-30

CSCO CISCO SYS INC6.3K shares17.26%2026-03-312026-04-30

NEE NEXTERA ENERGY INC5.3K shares-0.99%2026-03-312026-04-30

ALPS ETF TR ALPS ETF TR8.8K shares67.26%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR19.0K shares109.01%2026-03-312026-04-30

XAR SPDR SERIES TRUST1.9K shares116.86%2026-03-312026-04-30

Sponsored

CMI CUMMINS INC879 shares7.20%2026-03-312026-04-30

ISCV ISHARES TR6.7K shares13.66%2026-03-312026-04-30

FELC FIDELITY COVINGTON TRUST12.7K shares12.27%2026-03-312026-04-30

SDY SPDR SERIES TRUST3.1K shares6.13%2026-03-312026-04-30

GEV GE VERNOVA INC517 shares5.73%2026-03-312026-04-30

ACWX ISHARES TR6.5K shares14.07%2026-03-312026-04-30

FDL FIRST TR EXCHANGE-TRADED FD8.6K shares0.26%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.1K shares0.09%2026-03-312026-04-30

Sponsored

PEP PEPSICO INC2.7K shares32.69%2026-03-312026-04-30

RTX RTX CORPORATION2.2K shares15.43%2026-03-312026-04-30

IWD ISHARES TR2.0K shares4.27%2026-03-312026-04-30

SPYM SPDR SERIES TRUST5.3K sharesnew addition2026-03-312026-04-30

MA MASTERCARD INCORPORATED811 shares10.34%2026-03-312026-04-30

VO VANGUARD INDEX FDS1.4K shares-3.75%2026-03-312026-04-30

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD23.9K shares-4.93%2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD1.7K shares-2.91%2026-03-312026-04-30

Sponsored

IWF ISHARES TR904 shares8.39%2026-03-312026-04-30

HDV ISHARES TR2.8K shares-16.44%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS4.8K shares-15.28%2026-03-312026-04-30

SGOV ISHARES TR3.8K shares11.10%2026-03-312026-04-30

IWP ISHARES TR2.9K shares6.75%2026-03-312026-04-30

IWB ISHARES TR1.1K shares-0.19%2026-03-312026-04-30

IUSB ISHARES TR8.0K shares0.25%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC3.3K shares0.83%2026-03-312026-04-30

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T4.8K sharesnew addition2026-03-312026-04-30

WFC WELLS FARGO & CO4.4K shares7.53%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS7.0K shares-5.33%2026-03-312026-04-30

IDHQ INVESCO EXCH TRADED FD TR II9.9K shares5.74%2026-03-312026-04-30

DIS DISNEY WALT CO3.6K shares2.74%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR3.9K shares3.29%2026-03-312026-04-30

GUNR FLEXSHARES TR6.2K shares0.34%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.9K sharesnew addition2026-03-312026-04-30

Sponsored

AMD ADVANCED MICRO DEVICES INC1.6K shares-33.65%2026-03-312026-04-30

IHE ISHARES TR3.7K sharesnew addition2026-03-312026-04-30

PAUG INNOVATOR ETFS TRUST7.6K shares-2.95%2026-03-312026-04-30

COMT ISHARES U S ETF TR9.6K shares0.00%2026-03-312026-04-30

EFV ISHARES TR4.3K shares3.82%2026-03-312026-04-30

PGX INVESCO EXCH TRADED FD TR II28.3K shares-0.49%2026-03-312026-04-30

USB US BANCORP5.8K shares12.75%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR10.4K shares47.35%2026-03-312026-04-30

Sponsored

NOC NORTHROP GRUMMAN CORP438 shares0.23%2026-03-312026-04-30

EFG ISHARES TR2.7K shares3.18%2026-03-312026-04-30

PAPR INNOVATOR ETFS TRUST7.4K shares-2.06%2026-03-312026-04-30

KO COCA COLA CO3.8K sharesnew addition2026-03-312026-04-30

IWS ISHARES TR2.0K shares7.36%2026-03-312026-04-30

REMX VANECK ETF TRUST3.2K sharesnew addition2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE980 shares15.16%2026-03-312026-04-30

VOT VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-30

Sponsored

UOCT INNOVATOR ETFS TRUST7.3K sharesnew addition2026-03-312026-04-30

SRLN SSGA ACTIVE ETF TR6.7K shares0.00%2026-03-312026-04-30

ZECP ZACKS TRUST7.9K sharesnew addition2026-03-312026-04-30

CGCB CAPITAL GRP FIXED INCM ETF T10.2K shares0.00%2026-03-312026-04-30

QUAL ISHARES TR1.4K shares-3.22%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.1K shares21.11%2026-03-312026-04-30

PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-30

MPC MARATHON PETE CORP1.1K shares-13.83%2026-03-312026-04-30

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares10.83%2026-03-312026-04-30

JMUB J P MORGAN EXCHANGE TRADED F5.1K shares0.31%2026-03-312026-04-30

PFEB INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-04-30

TJX TJX COS INC NEW1.6K shares17.51%2026-03-312026-04-30

EFA ISHARES TR2.6K shares0.00%2026-03-312026-04-30

BALI BLACKROCK ETF TRUST8.0K shares-2.62%2026-03-312026-04-30

AMGN AMGEN INC701 shares10.74%2026-03-312026-04-30

ABT ABBOTT LABORATORIES2.4K shares16.03%2026-03-312026-04-30

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC719 shares-1.10%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-30

DVY ISHARES TR1.6K shares-30.28%2026-03-312026-04-30

PGR PROGRESSIVE CORP1.2K shares-7.85%2026-03-312026-04-30

SNA SNAP ON INC652 shares0.15%2026-03-312026-04-30

PTY PIMCO CORPORATE & INCOME OPP19.6K shares0.00%2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FD3.8K shares-0.58%2026-03-312026-04-30

NOVT NOVANTA INC2.0K shares0.00%2026-03-312026-04-30

Sponsored

UNOV INNOVATOR ETFS TRUST6.2K sharesnew addition2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS3.6K sharesnew addition2026-03-312026-04-30

SMMU PIMCO ETF TR4.5K shares0.40%2026-03-312026-04-30

XEL XCEL ENERGY INC2.8K shares-2.51%2026-03-312026-04-30

VPU VANGUARD WORLD FD1.1K shares0.53%2026-03-312026-04-30

FVAL FIDELITY COVINGTON TRUST3.2K sharesnew addition2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION4.0K shares4.28%2026-03-312026-04-30

Sponsored

VGIT VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-04-30

XSVM INVESCO EXCHANGE TRADED FD T3.7K shares1.02%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-03-312026-04-30

CBSH COMMERCE BANCSHARES INC4.4K sharesnew addition2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO4.8K shares-0.04%2026-03-312026-04-30

HYG ISHARES TR2.7K shares2.08%2026-03-312026-04-30

QCOM QUALCOMM INC1.7K shares11.55%2026-03-312026-04-30

USXF ISHARES TR3.9K shares0.00%2026-03-312026-04-30

Sponsored

VST VISTRA CORP1.4K shares-1.21%2026-03-312026-04-30

PDEC INNOVATOR ETFS TRUST4.9K shares0.00%2026-03-312026-04-30

NRG NRG ENERGY INC1.4K shares-0.85%2026-03-312026-04-30

FDVV FIDELITY COVINGTON TRUST3.7K sharesnew addition2026-03-312026-04-30

LINDE PLC LINDE PLC408 sharesnew addition2026-03-312026-04-30

F FORD MTR CO13.2K shares0.22%2026-03-312026-04-30

ORC ORCHID IS CAP INC15.5K sharesnew addition2026-03-312026-04-30

AAL AMERICAN AIRLINES GROUP INC10.1K shares-2.14%2026-03-312026-04-30

Sponsored

EDF VIRTUS STONE HBR EMRG MKTS I16.0K sharesnew addition2026-03-312026-04-30

PHK PIMCO HIGH INCOME FD13.9K shares0.00%2026-03-312026-04-30

DLTH DULUTH HLDGS INC10.0K shares0.00%2026-03-312026-04-30

DATAVAULT AI INC DATAVAULT AI INC27.0K shares0.00%2026-03-312026-04-30

IUSG

ISHARES TR

2.32%

Shares410.6K

Event2026-03-31

Filed2026-04-30

BINC

BLACKROCK ETF TRUST II

6.20%

Shares861.8K

Event2026-03-31

Filed2026-04-30

FMDE

FIDELITY COVINGTON TRUST

12923.21%

Shares1.2M

Event2026-03-31

Filed2026-04-30

DYNF

BLACKROCK ETF TRUST

3.16%

Shares609.7K

Event2026-03-31

Filed2026-04-30

UBND

VICTORY PORTFOLIOS II

328.38%

Shares1.6M

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

0.06%

Shares312.1K

Event2026-03-31

Filed2026-04-30

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares619.1K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

3.45%

Shares35.8K

Event2026-03-31

Filed2026-04-30

SMLF

ISHARES TR

0.38%

Shares304.9K

Event2026-03-31

Filed2026-04-30

QQQM

INVESCO EXCH TRADED FD TR II

439.28%

Shares91.0K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

-58.85%

Shares266.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

7.00%

Shares53.9K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

-1.02%

Shares191.9K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-4.18%

Shares18.2K

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

2.49%

Shares378.3K

Event2026-03-31

Filed2026-04-30

IXUS

ISHARES TR

1.30%

Shares99.3K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

-0.47%

Shares60.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

4.45%

Shares19.2K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

2.81%

Shares9.4K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

3.81%

Shares27.8K

Event2026-03-31

Filed2026-04-30

FBND

FIDELITY MERRIMACK STR TR

-1.73%

Shares109.8K

Event2026-03-31

Filed2026-04-30

SCHF

SCHWAB STRATEGIC TR

3.91%

Shares202.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

9.59%

Shares16.5K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

22.15%

Shares26.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

10.53%

Shares21.8K

Event2026-03-31

Filed2026-04-30

BOXX

EA SERIES TRUST

8.45%

Shares38.8K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

4.19%

Shares139.0K

Event2026-03-31

Filed2026-04-30

ONEQ

FIDELITY COMWLTH TR

-79.72%

Shares47.6K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

2.97%

Shares9.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

8.42%

Shares6.7K

Event2026-03-31

Filed2026-04-30

ILCG

ISHARES TR

2.35%

Shares41.1K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

0.47%

Shares39.0K

Event2026-03-31

Filed2026-04-30

ILCV

ISHARES TR

0.97%

Shares35.1K

Event2026-03-31

Filed2026-04-30

FENI

FIDELITY COVINGTON TRUST

21.66%

Shares87.2K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

-1.53%

Shares16.1K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

17.53%

Shares7.2K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

5.36%

Shares6.4K

Event2026-03-31

Filed2026-04-30

USTB

VICTORY PORTFOLIOS II

65.87%

Shares59.0K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

10.05%

Shares8.5K

Event2026-03-31

Filed2026-04-30

VDC

VANGUARD WORLD FD

48.09%

Shares11.3K

Event2026-03-31

Filed2026-04-30

MGEE

MGE ENERGY INC

9.47%

Shares31.7K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

5.55%

Shares2.2K

Event2026-03-31

Filed2026-04-30

MUB

ISHARES TR

2.78%

Shares19.2K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-0.73%

Shares15.7K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

45.48%

Shares57.6K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

6.50%

Shares4.6K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

8.97%

Shares5.1K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

3.70%

Shares6.9K

Event2026-03-31

Filed2026-04-30

VGT

VANGUARD WORLD FD

7.16%

Shares2.0K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.23%

Shares9.8K

Event2026-03-31

Filed2026-04-30

OEF

ISHARES TR

5.33%

Shares4.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

3.96%

Shares4.6K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

20.05%

Shares8.9K

Event2026-03-31

Filed2026-04-30