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The Analysis of MASECO LLP's Holdings & P&L

Currently, MASECO LLP holds 391 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in AVUS (+2.3M shares, valued at $259.9M), AVDE (+2.0M shares, valued at $166.2M), AVSU (+1.3M shares, valued at $95.6M); decreased their positions in VGSH (-43.1K shares, valued at $2.5M), LEMB (-28.2K shares, valued at $1.2M), N/A (-3.2K shares, valued at $921.3K); initiated new positions in AVUS (+2.3M shares, valued at $259.9M), AVDE (+2.0M shares, valued at $166.2M), AVSU (+1.3M shares, valued at $95.6M).

1M P&L

+80.9M+2.43%

3M P&L

+80.8M+2.43%

HY P&L

+284.0M+9.08%

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/A3.1B

99.5%

2Banks - Diversified4.1M

0.1%

3Drug Manufacturers - General1.9M

0.1%

Top Industries by Stock Count

1N/A155 stocks

43.8%

2Software - Application10 stocks

2.8%

3Drug Manufacturers - General9 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST7.5M shares0.35%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS6.5M shares5.84%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR2.3M sharesnew addition2026-03-312026-04-21

DFGP DIMENSIONAL ETF TRUST3.9M shares13.64%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR2.0M sharesnew addition2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST3.2M shares10.09%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST2.0M shares-0.56%2026-03-312026-04-21

DFSB DIMENSIONAL ETF TRUST1.9M shares8.24%2026-03-312026-04-21

Sponsored

AVSU AMERICAN CENTY ETF TR1.3M sharesnew addition2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR1.2M sharesnew addition2026-03-312026-04-21

AVSF AMERICAN CENTY ETF TR2.0M sharesnew addition2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST2.3M shares9.67%2026-03-312026-04-21

DFSU DIMENSIONAL ETF TRUST2.0M shares3.62%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST1.8M shares27.38%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST2.1M shares23.22%2026-03-312026-04-21

STIP ISHARES TR774.9K shares5.64%2026-03-312026-04-21

Sponsored

DFEM DIMENSIONAL ETF TRUST2.2M shares7.57%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST1.0M shares-1.52%2026-03-312026-04-21

AVSD AMERICAN CENTY ETF TR701.8K sharesnew addition2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST1.4M shares8.37%2026-03-312026-04-21

DFSI DIMENSIONAL ETF TRUST987.5K shares4.29%2026-03-312026-04-21

DFGR DIMENSIONAL ETF TRUST1.6M shares5.76%2026-03-312026-04-21

SHV ISHARES TR332.9K shares-2.28%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST738.8K shares13.80%2026-03-312026-04-21

Sponsored

AVSE AMERICAN CENTY ETF TR435.4K sharesnew addition2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS444.3K shares-8.84%2026-03-312026-04-21

DFSE DIMENSIONAL ETF TRUST588.4K shares2.57%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS35.7K shares-2.73%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST287.6K shares-3.64%2026-03-312026-04-21

IVV ISHARES TR16.3K shares14.46%2026-03-312026-04-21

DFAW DIMENSIONAL ETF TRUST141.6K shares3.85%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T10.9K shares1.98%2026-03-312026-04-21

Sponsored

VTI VANGUARD INDEX FDS17.2K shares12.78%2026-03-312026-04-21

VGSR MANAGER DIRECTED PORTFOLIOS501.1K shares31.11%2026-03-312026-04-21

ALPHABET INC ALPHABET INC15.7K shares-7.99%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS28.6K shares-2.90%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO13.5K shares-7.58%2026-03-312026-04-21

LEMB ISHARES INC96.8K shares-22.56%2026-03-312026-04-21

SGOV ISHARES TR38.6K shares-11.04%2026-03-312026-04-21

IGSB ISHARES TR56.7K shares3.19%2026-03-312026-04-21

Sponsored

USHY ISHARES TR71.7K shares-18.58%2026-03-312026-04-21

IEFA ISHARES TR27.6K shares-11.11%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR80.4K shares-7.10%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F41.1K shares2.73%2026-03-312026-04-21

GDX VANECK ETF TRUST24.1K shares2.37%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS23.2K shares-6.08%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS32.9K shares-0.39%2026-03-312026-04-21

AAPL APPLE INC7.3K sharesnew addition2026-03-312026-04-21

Sponsored

SPYX SPDR SERIES TRUST34.1K shares0.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS5.9K shares2.43%2026-03-312026-04-21

ACWI ISHARES TR12.3K shares0.00%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS21.6K shares-6.82%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS32.3K shares0.00%2026-03-312026-04-21

VTV VANGUARD INDEX FDS8.0K shares-0.09%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC7.4K sharesnew addition2026-03-312026-04-21

IWF ISHARES TR3.3K shares3.62%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC5.5K shares-0.65%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K sharesnew addition2026-03-312026-04-21

MSFT MICROSOFT CORP3.1K shares-1.24%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR22.9K shares-5.04%2026-03-312026-04-21

VXUS VANGUARD STAR FDS14.2K shares13.77%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS11.4K shares1.10%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST28.2K shares1.97%2026-03-312026-04-21

VUG VANGUARD INDEX FDS2.2K shares39.70%2026-03-312026-04-21

Sponsored

IEMG ISHARES INC10.4K shares-11.80%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC6.0K shares-2.23%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F8.8K shares0.43%2026-03-312026-04-21

META META PLATFORMS INC1.2K shares621.76%2026-03-312026-04-21

SHY ISHARES TR7.9K shares-0.47%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST10.1K shares-4.55%2026-03-312026-04-21

IEI ISHARES TR5.3K shares1706.10%2026-03-312026-04-21

VPL VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2026-03-312026-04-21

Sponsored

EFAX SPDR INDEX SHS FDS12.3K sharesnew addition2026-03-312026-04-21

AGG ISHARES TR6.1K shares-23.93%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD8.9K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC3.9K shares0.00%2026-03-312026-04-21

IJR ISHARES TR4.8K shares-9.04%2026-03-312026-04-21

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC8.6K sharesnew addition2026-03-312026-04-21

DCOR DIMENSIONAL ETF TRUST7.1K shares0.24%2026-03-312026-04-21

ABT ABBOTT LABORATORIES4.8K sharesnew addition2026-03-312026-04-21

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI17.1K shares0.00%2026-03-312026-04-21

IWM ISHARES TR1.8K sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.2K shares0.00%2026-03-312026-04-21

VXF VANGUARD INDEX FDS2.0K shares22.41%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS4.7K shares5.63%2026-03-312026-04-21

KO COCA COLA CO5.0K shares2.20%2026-03-312026-04-21

MCD MCDONALDS CORP1.2K shares-25.37%2026-03-312026-04-21

VTWO VANGUARD SCOTTSDALE FDS3.7K shares0.24%2026-03-312026-04-21

Sponsored

SCHC SCHWAB STRATEGIC TR7.9K shares-19.11%2026-03-312026-04-21

VOE VANGUARD INDEX FDS2.0K shares0.05%2026-03-312026-04-21

DUSB DIMENSIONAL ETF TRUST6.7K shares107.10%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.1K shares-74.29%2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.8K shares-73.38%2026-03-312026-04-21

MCO MOODYS CORP690 shares0.00%2026-03-312026-04-21

IWD ISHARES TR1.4K shares-7.67%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F2.0K shares3435.71%2026-03-312026-04-21

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares-7.29%2026-03-312026-04-21

VB VANGUARD INDEX FDS987 shares0.00%2026-03-312026-04-21

WMT WALMART INC2.0K shares7.20%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F3.1K shares-7.00%2026-03-312026-04-21

YUM YUM BRANDS INC1.4K shares0.00%2026-03-312026-04-21

RSG REPUBLIC SVCS INC1.0K shares0.00%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS4.7K shares3.48%2026-03-312026-04-21

Sponsored

IDEV ISHARES TR2.5K shares-13.99%2026-03-312026-04-21

PFE PFIZER INC7.3K shares-2.74%2026-03-312026-04-21

VBR VANGUARD INDEX FDS936 shares-3.21%2026-03-312026-04-21

CAT CATERPILLAR INC272 shares8.80%2026-03-312026-04-21

VNQI VANGUARD INTL EQUITY INDEX F3.9K shares0.26%2026-03-312026-04-21

REET ISHARES TR6.1K shares-32.25%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST4.1K shares-39.22%2026-03-312026-04-21

AMZN AMAZON COM INC713 sharesnew addition2026-03-312026-04-21

Sponsored

VIG VANGUARD SPECIALIZED FUNDS676 shares126.85%2026-03-312026-04-21

NFLX NETFLIX INC.1.4K shares3.36%2026-03-312026-04-21

GLDM WORLD GOLD TR1.4K sharesnew addition2026-03-312026-04-21

DFAR DIMENSIONAL ETF TRUST5.4K shares0.00%2026-03-312026-04-21

V VISA INC412 shares7.29%2026-03-312026-04-21

T AT&T INC3.4K shares-10.62%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR2.5K shares-22.17%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION95 shares-55.19%2026-03-312026-04-21

Sponsored

CRH PLC CRH PLC887 shares-20.87%2026-03-312026-04-21

SPYV SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO1.5K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE313 shares-52.21%2026-03-312026-04-21

DEM WISDOMTREE TR1.8K shares13.24%2026-03-312026-04-21

TROW PRICE T ROWE GROUP INC975 shares1.46%2026-03-312026-04-21

DFIP DIMENSIONAL ETF TRUST1.9K shares0.00%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC448 shares0.00%2026-03-312026-04-21

Sponsored

EEMS ISHARES INC1.1K shares-27.08%2026-03-312026-04-21

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV3.0K shares0.00%2026-03-312026-04-21

SLYV SPDR SERIES TRUST775 shares0.00%2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST2.2K shares-54.03%2026-03-312026-04-21

VONV VANGUARD SCOTTSDALE FDS757 shares0.40%2026-03-312026-04-21

AMGN AMGEN INC200 sharesnew addition2026-03-312026-04-21

BROADCOM INC BROADCOM INC225 shares47.06%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC1.3K shares-8.00%2026-03-312026-04-21

Sponsored

NVS NOVARTIS AG423 shares-18.65%2026-03-312026-04-21

GSLC GOLDMAN SACHS ETF TR516 shares0.00%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F1.2K shares-3.55%2026-03-312026-04-21

TSLA TESLA INC165 shares79.35%2026-03-312026-04-21

DGS WISDOMTREE TR965 shares3.99%2026-03-312026-04-21

HON HONEYWELL INTL INC256 shares15.84%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II775 shares0.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD79 shares-57.75%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS187 shares-4.59%2026-03-312026-04-21

CCEP COCA-COLA EUROPACIFIC PARTNE558 shares-50.31%2026-03-312026-04-21

VFH VANGUARD WORLD FD373 shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP400 shares0.00%2026-03-312026-04-21

SUB ISHARES TR403 sharesnew addition2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC186 shares0.00%2026-03-312026-04-21

STPZ PIMCO ETF TR793 shares-28.88%2026-03-312026-04-21

NNI NELNET INC302 shares-9.58%2026-03-312026-04-21

Sponsored

TOTALENERGIES SE TOTALENERGIES SE420 shares119.90%2026-03-312026-04-21

DTD WISDOMTREE TR441 shares-11.27%2026-03-312026-04-21

GSK PLC GSK PLC684 shares0.00%2026-03-312026-04-21

BBY BEST BUY INC578 sharesnew addition2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR249 shares-15.02%2026-03-312026-04-21

MA MASTERCARD INCORPORATED72 shares-92.07%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR222 shares0.00%2026-03-312026-04-21

ESGV VANGUARD WORLD FD314 shares0.00%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO237 shares22.16%2026-03-312026-04-21

EEM ISHARES TR602 shares-54.53%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS411 shares-60.48%2026-03-312026-04-21

LLY ELI LILLY & CO34 shares466.67%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS419 shares-45.01%2026-03-312026-04-21

BNS BANK NOVA SCOTIA B C436 sharesnew addition2026-03-312026-04-21

RY ROYAL BK CDA182 shares355.00%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC336 shares-24.32%2026-03-312026-04-21

Sponsored

FTNT FORTINET INC351 sharesnew addition2026-03-312026-04-21

ORCL ORACLE CORP194 sharesnew addition2026-03-312026-04-21

DFLV DIMENSIONAL ETF TRUST785 shares0.00%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP130 shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC288 shares-28.71%2026-03-312026-04-21

KEY KEYCORP1.3K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC139 shares33.65%2026-03-312026-04-21

JMSI J P MORGAN EXCHANGE TRADED F519 shares0.00%2026-03-312026-04-21

Sponsored

FLUT FLUTTER ENTMT PLC243 shares-27.89%2026-03-312026-04-21

GBIL GOLDMAN SACHS ETF TR246 shares0.00%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR226 shares-24.67%2026-03-312026-04-21

IFF INTERNATIONAL FLAVORS&FRAGRA336 shares0.00%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR528 shares0.00%2026-03-312026-04-21

EEMX SPDR INDEX SHS FDS547 sharesnew addition2026-03-312026-04-21

AMAT APPLIED MATLS INC70 sharesnew addition2026-03-312026-04-21

TD TORONTO DOMINION BK ONT245 sharesnew addition2026-03-312026-04-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC67 shares-41.74%2026-03-312026-04-21

HSBC HSBC HLDGS PLC274 sharesnew addition2026-03-312026-04-21

EWJ ISHARES INC265 shares204.60%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC307 shares256.98%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO257 shares-25.29%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC107 sharesnew addition2026-03-312026-04-21

ASX ASE TECHNOLOGY HLDG CO LTD994 shares0.00%2026-03-312026-04-21

XYL XYLEM INC178 shares0.00%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR48 sharesnew addition2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC182 shares-38.93%2026-03-312026-04-21

SAP SAP SE119 shares-50.42%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS433 shares0.00%2026-03-312026-04-21

TFC TRUIST FINL CORP424 shares-34.97%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC71 shares22.41%2026-03-312026-04-21

WPM WHEATON PRECIOUS METALS CORP143 shares0.00%2026-03-312026-04-21

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV1.3K shares-52.37%2026-03-312026-04-21

Sponsored

NTRS NORTHERN TR CORP124 shares0.00%2026-03-312026-04-21

NVO NOVO-NORDISK A S471 shares-17.94%2026-03-312026-04-21

SHOP SHOPIFY INC144 shares380.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS70 shares-60.89%2026-03-312026-04-21

TM TOYOTA MOTOR CORP81 sharesnew addition2026-03-312026-04-21

BAC BANK AMERICA CORP337 sharesnew addition2026-03-312026-04-21

CSCO CISCO SYS INC211 shares5.50%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP169 shares0.00%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ50 shares-76.30%2026-03-312026-04-21

MS MORGAN STANLEY99 shares20.73%2026-03-312026-04-21

FAST FASTENAL CO350 shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC110 sharesnew addition2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR192 shares0.00%2026-03-312026-04-21

CTVA CORTEVA INC186 shares0.00%2026-03-312026-04-21

ILMN ILLUMINA INC125 shares0.00%2026-03-312026-04-21

SHEL SHELL PLC163 sharesnew addition2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO156 shares57.58%2026-03-312026-04-21

HD HOME DEPOT INC45 shares-19.64%2026-03-312026-04-21

GSIE GOLDMAN SACHS ETF TR342 shares0.00%2026-03-312026-04-21

ASML ASML HLDG NV11 shares-74.42%2026-03-312026-04-21

TXN TEXAS INSTRS INC75 shares-32.43%2026-03-312026-04-21

EFA ISHARES TR147 shares0.00%2026-03-312026-04-21

BHP BHP BILLITON LIMITED193 sharesnew addition2026-03-312026-04-21

VOTE TCW ETF TRUST181 shares0.00%2026-03-312026-04-21

Sponsored

STT STATE STR CORP109 shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP80 shares-45.58%2026-03-312026-04-21

SONY SONY GROUP CORP652 shares161.85%2026-03-312026-04-21

GRUPO CIBEST SA GRUPO CIBEST SA182 sharesnew addition2026-03-312026-04-21

CVX CHEVRON CORPORATION64 shares-80.19%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR514 shares0.00%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC3 shares50.00%2026-03-312026-04-21

ADSK AUTODESK INC52 sharesnew addition2026-03-312026-04-21

Sponsored

MMM 3M CO84 shares1.20%2026-03-312026-04-21

ESML ISHARES TR254 shares0.00%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND60 shares46.34%2026-03-312026-04-21

RIO RIO TINTO PLC127 sharesnew addition2026-03-312026-04-21

OMC OMNICOM GROUP INC155 shares-8.82%2026-03-312026-04-21

BTI BRITISH AMERN TOB PLC193 sharesnew addition2026-03-312026-04-21

WAB WABTEC44 shares-50.56%2026-03-312026-04-21

DE DEERE & CO19 shares0.00%2026-03-312026-04-21

Sponsored

NDAQ NASDAQ INC126 shares0.00%2026-03-312026-04-21

VONE VANGUARD SCOTTSDALE FDS36 shares0.00%2026-03-312026-04-21

VOX VANGUARD WORLD FD59 shares-68.11%2026-03-312026-04-21

ACM AECOM124 shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP116 shares-93.40%2026-03-312026-04-21

IQV IQVIA HLDGS INC60 shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW78 shares-16.13%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN50 sharesnew addition2026-03-312026-04-21

Sponsored

PNW PINNACLE WEST CAP CORP100 shares0.00%2026-03-312026-04-21

TMUS T-MOBILE US INC47 shares-55.66%2026-03-312026-04-21

KB KB FINL GROUP INC99 shares0.00%2026-03-312026-04-21

CAH CARDINAL HEALTH INC45 shares0.00%2026-03-312026-04-21

VRSK VERISK ANALYTICS INC50 shares0.00%2026-03-312026-04-21

GSEU GOLDMAN SACHS ETF TR199 shares0.00%2026-03-312026-04-21

INTC INTEL CORP203 shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR142 shares-12.35%2026-03-312026-04-21

Sponsored

VOT VANGUARD INDEX FDS33 shares0.00%2026-03-312026-04-21

NMR NOMURA HLDGS INC1.1K shares0.00%2026-03-312026-04-21

LINDE PLC LINDE PLC16 sharesnew addition2026-03-312026-04-21

CTSH COGNIZANT TECHNOLOGY SOLUTIO129 shares0.00%2026-03-312026-04-21

MOS MOSAIC CO309 shares0.00%2026-03-312026-04-21

GEM GOLDMAN SACHS ETF TR174 shares0.00%2026-03-312026-04-21

ESGE ISHARES INC165 shares0.00%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL19 shares-76.83%2026-03-312026-04-21

Sponsored

BSX BOSTON SCIENTIFIC CORP118 shares0.00%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO23 shares-45.24%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC60 sharesnew addition2026-03-312026-04-21

INTU INTUIT17 shares70.00%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION130 shares-84.76%2026-03-312026-04-21

CORPAY INC CORPAY INC25 shares0.00%2026-03-312026-04-21

DAR DARLING INGREDIENTS INC117 shares0.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC27 shares0.00%2026-03-312026-04-21

Sponsored

EMB ISHARES TR74 shares0.00%2026-03-312026-04-21

HSY HERSHEY CO32 shares0.00%2026-03-312026-04-21

SQM SOCIEDAD QUIMICA Y MINERA DE83 shares0.00%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR222 shares0.00%2026-03-312026-04-21

SPMD SPDR SERIES TRUST107 shares-3.60%2026-03-312026-04-21

MET METLIFE INC86 shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC7 shares-78.79%2026-03-312026-04-21

INFY INFOSYS LTD440 shares0.00%2026-03-312026-04-21

Sponsored

TTEK TETRA TECH INC NEW197 sharesnew addition2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP50 sharesnew addition2026-03-312026-04-21

TAK TAKEDA PHARMACEUTICAL CO LTD316 shares0.00%2026-03-312026-04-21

ADBE ADOBE INC24 shares-29.41%2026-03-312026-04-21

GSSC GOLDMAN SACHS ETF TR78 shares0.00%2026-03-312026-04-21

STN STANTEC INC64 shares0.00%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC94 shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO17 sharesnew addition2026-03-312026-04-21

Sponsored

XPEV XPENG INC299 shares0.00%2026-03-312026-04-21

NTAP NETAPP INC48 shares0.00%2026-03-312026-04-21

IT GARTNER INC31 shares0.00%2026-03-312026-04-21

BMO BANK MONTREAL MEDIUM36 sharesnew addition2026-03-312026-04-21

FSLR FIRST SOLAR INC24 shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC47 shares0.00%2026-03-312026-04-21

HPE HEWLETT PACKARD ENTERPRISE C194 shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC9 shares-76.32%2026-03-312026-04-21

Sponsored

TGT TARGET CORP36 sharesnew addition2026-03-312026-04-21

LI LI AUTO INC243 shares0.00%2026-03-312026-04-21

THOMSON REUTERS CORP THOMSON REUTERS CORP46 shares0.00%2026-03-312026-04-21

HP INC HP INC216 shares0.00%2026-03-312026-04-21

PSO PEARSON PLC307 shares0.00%2026-03-312026-04-21

F FORD MTR CO349 shares0.00%2026-03-312026-04-21

STLD STEEL DYNAMICS INC22 shares0.00%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC4 shares-98.50%2026-03-312026-04-21

Sponsored

XLB SELECT SECTOR SPDR TR76 shares-93.70%2026-03-312026-04-21

GILD GILEAD SCIENCES INC27 shares0.00%2026-03-312026-04-21

CDNS CADENCE DESIGN SYSTEM INC13 shares0.00%2026-03-312026-04-21

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP90 shares0.00%2026-03-312026-04-21

ALC ALCON AG47 shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC46 shares-14.81%2026-03-312026-04-21

AIZ ASSURANT INC16 shares0.00%2026-03-312026-04-21

AVY AVERY DENNISON CORP20 sharesnew addition2026-03-312026-04-21

Sponsored

OC OWENS CORNING NEW32 shares700.00%2026-03-312026-04-21

PAAS PAN AMERN SILVER CORP63 shares0.00%2026-03-312026-04-21

RDY DR REDDYS LABS LTD246 shares0.00%2026-03-312026-04-21

IAGG ISHARES TR65 shares0.00%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC7 shares0.00%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD15 sharesnew addition2026-03-312026-04-21

NXT NEXTPOWER INC25 sharesnew addition2026-03-312026-04-21

DASH DOORDASH INC20 shares0.00%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC7 shares-53.33%2026-03-312026-04-21

DRI DARDEN RESTAURANTS INC15 shares0.00%2026-03-312026-04-21

EBAY EBAY INC.31 shares0.00%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC24 shares0.00%2026-03-312026-04-21

WSM WILLIAMS SONOMA INC15 shares0.00%2026-03-312026-04-21

CME CME GROUP INC9 shares0.00%2026-03-312026-04-21

CNH CNH INDL N V239 shares0.00%2026-03-312026-04-21

NIO NIO INC436 shares0.00%2026-03-312026-04-21

Sponsored

KHC KRAFT HEINZ CO117 shares0.00%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO10 shares0.00%2026-03-312026-04-21

SUSC ISHARES TR105 shares0.00%2026-03-312026-04-21

LOW LOWES COS INC10 shares-79.17%2026-03-312026-04-21

RACE FERRARI N V7 shares-72.00%2026-03-312026-04-21

NET CLOUDFLARE INC11 shares0.00%2026-03-312026-04-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC50 shares0.00%2026-03-312026-04-21

FMC FMC CORP131 shares0.00%2026-03-312026-04-21

Sponsored

SW SMURFIT WESTROCK PLC56 shares0.00%2026-03-312026-04-21

GMUB GOLDMAN SACHS ETF TR43 shares0.00%2026-03-312026-04-21

ASR GRUPO AEROPORTUARIO DEL SURE6 sharesnew addition2026-03-312026-04-21

PVH PVH CORPORATION31 shares0.00%2026-03-312026-04-21

GEMD GOLDMAN SACHS ETF TR52 shares0.00%2026-03-312026-04-21

BLD TOPBUILD COR6 shares0.00%2026-03-312026-04-21

LPLA LPL FINL HLDGS INC7 shares0.00%2026-03-312026-04-21

WFC WELLS FARGO & CO26 shares-78.86%2026-03-312026-04-21

Sponsored

JD JD.COM INC70 shares0.00%2026-03-312026-04-21

BIDU BAIDU INC18 sharesnew addition2026-03-312026-04-21

GIGB GOLDMAN SACHS ETF TR43 shares0.00%2026-03-312026-04-21

IGIB ISHARES TR34 shares0.00%2026-03-312026-04-21

BILI BILIBILI INC79 sharesnew addition2026-03-312026-04-21

TRU TRANSUNION24 shares0.00%2026-03-312026-04-21

TKC TURKCELL ILETISIM276 shares0.00%2026-03-312026-04-21

ARMK ARAMARK40 shares0.00%2026-03-312026-04-21

Sponsored

APP APPLOVIN CORP4 shares0.00%2026-03-312026-04-21

CLX CLOROX CO DEL13 shares0.00%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC29 shares-48.21%2026-03-312026-04-21

BR BROADRIDGE FINL SOLUTIONS IN8 shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC3 shares0.00%2026-03-312026-04-21

TWLO TWILIO INC9 shares0.00%2026-03-312026-04-21

DOCS DOXIMITY INC43 shares0.00%2026-03-312026-04-21

GDDY GODADDY INC11 shares0.00%2026-03-312026-04-21

Sponsored

TCOM TRIP COM GROUP LTD18 shares0.00%2026-03-312026-04-21

WPP WPP PLC NEW55 shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO11 shares0.00%2026-03-312026-04-21

BEKE KE HLDGS INC54 shares0.00%2026-03-312026-04-21

ESGD ISHARES TR8 shares0.00%2026-03-312026-04-21

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC32 shares0.00%2026-03-312026-04-21

VFC V F CORP36 shares0.00%2026-03-312026-04-21

HAS HASBRO INC6 shares0.00%2026-03-312026-04-21

Sponsored

QFIN QFIN HOLDINGS INC39 shares0.00%2026-03-312026-04-21

FALN ISHARES TR17 shares0.00%2026-03-312026-04-21

AEGON LTD AEGON LTD62 shares0.00%2026-03-312026-04-21

CHTR CHARTER COMMUNICATIONS INC2 sharesnew addition2026-03-312026-04-21

SHYG ISHARES TR10 shares0.00%2026-03-312026-04-21

KBH KB HOME8 shares0.00%2026-03-312026-04-21

HRB BLOCK H & R INC13 sharesnew addition2026-03-312026-04-21

VTRS VIATRIS INC20 shares0.00%2026-03-312026-04-21

Sponsored

IGEB ISHARES TR6 shares0.00%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC9 sharesnew addition2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO1 shares0.00%2026-03-312026-04-21

VWOB VANGUARD WHITEHALL FDS3 shares0.00%2026-03-312026-04-21

GSJY GOLDMAN SACHS ETF TR4 shares0.00%2026-03-312026-04-21

OLED UNIVERSAL DISPLAY CORP2 shares0.00%2026-03-312026-04-21

AXL DAUCH CORP27 sharesnew addition2026-03-312026-04-21

SPYM SPDR SERIES TRUST2 shares-75.00%2026-03-312026-04-21

Sponsored

ESGU ISHARES TR1 shares0.00%2026-03-312026-04-21

VLTO VERALTO CORP1 shares0.00%2026-03-312026-04-21

HDB HDFC BANK LTD2 shares0.00%2026-03-312026-04-21

SPSM SPDR SERIES TRUST1 shares0.00%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS1 shares0.00%2026-03-312026-04-21

HYDB ISHARES TR1 shares0.00%2026-03-312026-04-21

HMC HONDA MOTOR CO LTD1 shares0.00%2026-03-312026-04-21

DFUS

DIMENSIONAL ETF TRUST

0.35%

Shares7.5M

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD SCOTTSDALE FDS

5.84%

Shares6.5M

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

New

Shares2.3M

Event2026-03-31

Filed2026-04-21

DFGP

DIMENSIONAL ETF TRUST

13.64%

Shares3.9M

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

New

Shares2.0M

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

10.09%

Shares3.2M

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

-0.56%

Shares2.0M

Event2026-03-31

Filed2026-04-21

DFSB

DIMENSIONAL ETF TRUST

8.24%

Shares1.9M

Event2026-03-31

Filed2026-04-21

AVSU

AMERICAN CENTY ETF TR

New

Shares1.3M

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

New

Shares1.2M

Event2026-03-31

Filed2026-04-21

AVSF

AMERICAN CENTY ETF TR

New

Shares2.0M

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

9.67%

Shares2.3M

Event2026-03-31

Filed2026-04-21

DFSU

DIMENSIONAL ETF TRUST

3.62%

Shares2.0M

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

27.38%

Shares1.8M

Event2026-03-31

Filed2026-04-21

DFAC

DIMENSIONAL ETF TRUST

23.22%

Shares2.1M

Event2026-03-31

Filed2026-04-21

STIP

ISHARES TR

5.64%

Shares774.9K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

7.57%

Shares2.2M

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-1.52%

Shares1.0M

Event2026-03-31

Filed2026-04-21

AVSD

AMERICAN CENTY ETF TR

New

Shares701.8K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

8.37%

Shares1.4M

Event2026-03-31

Filed2026-04-21

DFSI

DIMENSIONAL ETF TRUST

4.29%

Shares987.5K

Event2026-03-31

Filed2026-04-21

DFGR

DIMENSIONAL ETF TRUST

5.76%

Shares1.6M

Event2026-03-31

Filed2026-04-21

SHV

ISHARES TR

-2.28%

Shares332.9K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

13.80%

Shares738.8K

Event2026-03-31

Filed2026-04-21

AVSE

AMERICAN CENTY ETF TR

New

Shares435.4K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

-8.84%

Shares444.3K

Event2026-03-31

Filed2026-04-21

DFSE

DIMENSIONAL ETF TRUST

2.57%

Shares588.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.73%

Shares35.7K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

-3.64%

Shares287.6K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

14.46%

Shares16.3K

Event2026-03-31

Filed2026-04-21

DFAW

DIMENSIONAL ETF TRUST

3.85%

Shares141.6K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

1.98%

Shares10.9K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

12.78%

Shares17.2K

Event2026-03-31

Filed2026-04-21

VGSR

MANAGER DIRECTED PORTFOLIOS

31.11%

Shares501.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-7.99%

Shares15.7K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-2.90%

Shares28.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-7.58%

Shares13.5K

Event2026-03-31

Filed2026-04-21

LEMB

ISHARES INC

-22.56%

Shares96.8K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

-11.04%

Shares38.6K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

3.19%

Shares56.7K

Event2026-03-31

Filed2026-04-21

USHY

ISHARES TR

-18.58%

Shares71.7K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

-11.11%

Shares27.6K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB STRATEGIC TR

-7.10%

Shares80.4K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

2.73%

Shares41.1K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

2.37%

Shares24.1K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

-6.08%

Shares23.2K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-0.39%

Shares32.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

New

Shares7.3K

Event2026-03-31

Filed2026-04-21

SPYX

SPDR SERIES TRUST

0.00%

Shares34.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.43%

Shares5.9K

Event2026-03-31

Filed2026-04-21

ACWI

ISHARES TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

-6.82%

Shares21.6K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

0.00%

Shares32.3K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-0.09%

Shares8.0K

Event2026-03-31

Filed2026-04-21

ASTRAZENECA PLC

New

Shares7.4K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

3.62%

Shares3.3K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.65%

Shares5.5K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.24%

Shares3.1K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

-5.04%

Shares22.9K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

13.77%

Shares14.2K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

1.10%

Shares11.4K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

1.97%

Shares28.2K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

39.70%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-11.80%

Shares10.4K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-2.23%

Shares6.0K

Event2026-03-31

Filed2026-04-21

VGK

VANGUARD INTL EQUITY INDEX F

0.43%

Shares8.8K

Event2026-03-31

Filed2026-04-21