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The Analysis of Meramec Financial Planners, LLC's Holdings & P&L

Currently, Meramec Financial Planners, LLC holds 520 types of securities in its portfolio with a total value $252.1M. In the most recent quarter, they have increased their positions in IWF (+2.6K shares, valued at $1.2M), SF (+12.5K shares, valued at $1.0M), IWD (+3.6K shares, valued at $816.0K); decreased their positions in SPY (-1.1K shares, valued at $768.2K), DEM (-13.0K shares, valued at $681.5K), N/A (-2.2K shares, valued at $664.9K); initiated new positions in QSR (+1.3K shares, valued at $100.6K), FDVV (+1.1K shares, valued at $62.7K), FBCG (+1.0K shares, valued at $58.3K).

1M P&L

+4.7M+1.85%

3M P&L

-104.8M-28.90%

HY P&L

-115.0M-30.86%

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/A204.5M

83.0%

2Consumer Electronics10.2M

4.1%

3Capital Markets3.8M

1.5%

Top Industries by Stock Count

1N/A156 stocks

32.8%

2Software - Application19 stocks

4.0%

3Banks - Regional12 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR38.3K shares7.37%2026-03-312026-04-27

IWD ISHARES TR60.5K shares6.31%2026-03-312026-04-27

VOT VANGUARD INDEX FDS46.9K shares-3.49%2026-03-312026-04-27

VTV VANGUARD INDEX FDS60.8K shares-0.24%2026-03-312026-04-27

VUG VANGUARD INDEX FDS24.8K shares0.99%2026-03-312026-04-27

VOE VANGUARD INDEX FDS57.6K shares-4.77%2026-03-312026-04-27

AAPL APPLE INC37.5K shares-0.91%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR334.4K shares1.32%2026-03-312026-04-27

Sponsored

VBR VANGUARD INDEX FDS34.7K shares-4.56%2026-03-312026-04-27

VBK VANGUARD INDEX FDS21.5K shares-4.70%2026-03-312026-04-27

IVV ISHARES TR10.1K shares-5.97%2026-03-312026-04-27

IEFA ISHARES TR63.5K shares-6.49%2026-03-312026-04-27

VO VANGUARD INDEX FDS18.6K shares-3.45%2026-03-312026-04-27

DEM WISDOMTREE TR106.0K shares-10.93%2026-03-312026-04-27

NEAR ISHARES U S ETF TR99.4K shares1.98%2026-03-312026-04-27

VB VANGUARD INDEX FDS17.6K shares-10.65%2026-03-312026-04-27

Sponsored

EFG ISHARES TR39.7K shares-3.24%2026-03-312026-04-27

EFV ISHARES TR53.3K shares-3.78%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR125.6K shares3.32%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR118.5K shares-4.67%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR93.8K shares-3.63%2026-03-312026-04-27

SF STIFEL FINL CORP37.5K shares50.00%2026-03-312026-04-27

IEMG ISHARES INC38.9K shares-6.80%2026-03-312026-04-27

VV VANGUARD INDEX FDS8.5K shares-7.73%2026-03-312026-04-27

Sponsored

IWN ISHARES TR13.2K shares-2.27%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T3.8K shares-22.31%2026-03-312026-04-27

IWB ISHARES TR5.6K shares-15.11%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR76.0K shares3.17%2026-03-312026-04-27

DSTL ETF SER SOLUTIONS30.0K shares-11.99%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR49.9K shares-11.92%2026-03-312026-04-27

MSFT MICROSOFT CORP3.9K shares0.41%2026-03-312026-04-27

IWO ISHARES TR4.5K shares-16.36%2026-03-312026-04-27

Sponsored

TJX TJX COS INC NEW9.7K shares-0.20%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR46.0K shares6.30%2026-03-312026-04-27

RBLX ROBLOX CORP21.3K shares0.00%2026-03-312026-04-27

SCZ ISHARES TR15.1K shares-10.17%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON5.1K shares-0.27%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS11.6K shares1.58%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS14.5K shares6.31%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR18.5K shares0.63%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC4.1K shares-5.59%2026-03-312026-04-27

ICF ISHARES TR13.4K shares-6.67%2026-03-312026-04-27

ICSH ISHARES TR17.7K shares4.03%2026-03-312026-04-27

XOM EXXON MOBIL CORP5.7K shares-14.28%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares0.23%2026-03-312026-04-27

TBLU TORTOISE CAPITAL SERIES TRUS15.5K shares-23.60%2026-03-312026-04-27

IVW ISHARES TR6.4K shares0.60%2026-03-312026-04-27

NVDA NVIDIA CORPORATION3.9K shares-0.51%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO2.4K shares-35.14%2026-03-312026-04-27

ORCL ORACLE CORP4.2K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC3.5K shares0.00%2026-03-312026-04-27

IWM ISHARES TR2.5K shares-26.43%2026-03-312026-04-27

WMT WALMART INC5.4K shares-23.76%2026-03-312026-04-27

PG PROCTER & GAMBLE CO4.6K shares-13.18%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.9K shares-0.69%2026-03-312026-04-27

EFA ISHARES TR5.8K shares-0.48%2026-03-312026-04-27

Sponsored

IJT ISHARES TR3.4K shares-21.13%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC4.6K shares-16.00%2026-03-312026-04-27

VTI VANGUARD INDEX FDS1.5K shares-1.54%2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP1.8K shares0.49%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS6.9K shares-21.07%2026-03-312026-04-27

IVE ISHARES TR2.1K shares0.09%2026-03-312026-04-27

HD HOME DEPOT INC1.3K shares0.00%2026-03-312026-04-27

Sponsored

PM PHILIP MORRIS INTL INC3.0K shares0.27%2026-03-312026-04-27

RTX RTX CORPORATION2.3K shares0.00%2026-03-312026-04-27

IJR ISHARES TR3.1K shares-12.50%2026-03-312026-04-27

IWR ISHARES TR3.9K shares-24.47%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-2.03%2026-03-312026-04-27

IJK ISHARES TR3.6K shares-7.44%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR2.6K shares0.16%2026-03-312026-04-27

IWS ISHARES TR2.5K shares-31.63%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC560 shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP1.4K shares0.00%2026-03-312026-04-27

BKDV BNY MELLON ETF TRUST II11.7K shares0.00%2026-03-312026-04-27

KO COCA COLA CO4.8K shares0.00%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST6.4K shares0.20%2026-03-312026-04-27

EFSC ENTERPRISE FINL SVCS CORP6.0K shares0.00%2026-03-312026-04-27

MS MORGAN STANLEY1.8K shares0.00%2026-03-312026-04-27

PEP PEPSICO INC2.2K shares0.36%2026-03-312026-04-27

Sponsored

CITIGROUP INC CITIGROUP INC2.5K shares-0.36%2026-03-312026-04-27

CAT CATERPILLAR INC418 shares0.00%2026-03-312026-04-27

IJS ISHARES TR2.6K shares-2.89%2026-03-312026-04-27

AEE AMEREN CORP3.0K shares-9.79%2026-03-312026-04-27

SDY SPDR SERIES TRUST2.2K shares0.27%2026-03-312026-04-27

EMR EMERSON ELEC CO2.2K shares-0.80%2026-03-312026-04-27

CSCO CISCO SYS INC3.7K shares0.00%2026-03-312026-04-27

ABT ABBOTT LABORATORIES3.3K shares0.54%2026-03-312026-04-27

Sponsored

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION2.2K shares-0.71%2026-03-312026-04-27

BAC BANK AMERICA CORP5.7K shares0.00%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS6.0K shares0.00%2026-03-312026-04-27

CGW INVESCO EXCH TRADED FD TR II4.5K shares-33.42%2026-03-312026-04-27

IWP ISHARES TR2.1K shares0.00%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F5.0K shares-0.04%2026-03-312026-04-27

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-04-27

Sponsored

NEE NEXTERA ENERGY INC3.1K shares-20.74%2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR5.4K shares0.43%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.5K shares0.40%2026-03-312026-04-27

CEF SPROTT ASSET MANAGEMENT LP5.4K shares0.00%2026-03-312026-04-27

T AT&T INC10.3K shares4.51%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares0.19%2026-03-312026-04-27

UPRO PROSHARES TR2.1K shares0.00%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR396 shares0.25%2026-03-312026-04-27

Sponsored

BROADCOM INC BROADCOM INC634 shares0.00%2026-03-312026-04-27

MO ALTRIA GROUP INC3.9K shares-1.34%2026-03-312026-04-27

HON HONEYWELL INTL INC1.1K shares0.55%2026-03-312026-04-27

NVS NOVARTIS AG1.6K shares0.00%2026-03-312026-04-27

MLPX GLOBAL X FDS3.4K shares-15.32%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP720 shares-0.41%2026-03-312026-04-27

CB CHUBB LTD SWITZ724 shares0.00%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC521 shares0.00%2026-03-312026-04-27

Sponsored

SPGI S&P GLOBAL INC510 shares-0.58%2026-03-312026-04-27

TGT TARGET CORP1.7K shares0.35%2026-03-312026-04-27

TFC TRUIST FINL CORP4.3K shares-0.14%2026-03-312026-04-27

QCOM QUALCOMM INC1.6K shares0.00%2026-03-312026-04-27

PIO INVESCO EXCH TRADED FD TR II4.6K shares0.09%2026-03-312026-04-27

HDV ISHARES TR1.6K shares0.63%2026-03-312026-04-27

V VISA INC624 shares-8.77%2026-03-312026-04-27

JUST GOLDMAN SACHS ETF TR1.9K shares-23.11%2026-03-312026-04-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC353 shares0.28%2026-03-312026-04-27

BA BOEING CO809 shares0.00%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC2.1K shares0.00%2026-03-312026-04-27

IREN IREN LIMITED3.6K shares-4.39%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR7.5K shares-16.79%2026-03-312026-04-27

IJJ ISHARES TR1.2K shares0.82%2026-03-312026-04-27

ETHO AMPLIFY ETF TR2.3K shares0.00%2026-03-312026-04-27

CMCSA COMCAST CORP NEW5.6K shares0.00%2026-03-312026-04-27

Sponsored

LOW LOWES COS INC640 shares0.00%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.4K shares0.22%2026-03-312026-04-27

CIFR CIPHER DIGITAL INC8.2K shares0.00%2026-03-312026-04-27

SPDR SERIES TRUST SPDR SERIES TRUST1.6K shares4.12%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC500 shares-0.60%2026-03-312026-04-27

COP CONOCOPHILLIPS1.3K shares-1.56%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC2.4K shares4.05%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN690 shares0.00%2026-03-312026-04-27

Sponsored

UPS UNITED PARCEL SVCS INC1.3K shares0.00%2026-03-312026-04-27

GPC GENUINE PARTS CO1.2K shares4.14%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR4.3K shares0.86%2026-03-312026-04-27

SCHC SCHWAB STRATEGIC TR2.6K shares-26.18%2026-03-312026-04-27

OBIO ORCHESTRA BIOMED HLDGS INC30.0K shares0.00%2026-03-312026-04-27

LLY ELI LILLY & CO140 shares20.69%2026-03-312026-04-27

DOC HEALTHPEAK PROPERTIES INC7.5K shares-12.59%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F1.6K shares0.13%2026-03-312026-04-27

Sponsored

VICI VICI PPTYS INC4.4K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP399 shares1.27%2026-03-312026-04-27

BCE BCE INC5.1K shares-0.94%2026-03-312026-04-27

SR SPIRE INC1.3K shares0.92%2026-03-312026-04-27

WCN WASTE CONNECTIONS INC752 shares0.00%2026-03-312026-04-27

IJH ISHARES TR1.6K shares-26.69%2026-03-312026-04-27

ZTS ZOETIS INC970 shares1.57%2026-03-312026-04-27

CSX CSX CORP2.7K shares0.00%2026-03-312026-04-27

Sponsored

DOW DOW HLDGS INC3.0K shares-22.76%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS1.9K shares3.32%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L3.0K shares-40.48%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC332 shares0.00%2026-03-312026-04-27

CRBN ISHARES TR441 shares0.00%2026-03-312026-04-27

OMC OMNICOM GROUP INC1.4K shares-0.44%2026-03-312026-04-27

MA MASTERCARD INCORPORATED202 shares0.50%2026-03-312026-04-27

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.3K shares0.00%2026-03-312026-04-27

Sponsored

QSR RESTAURANT BRANDS INTL INC1.3K sharesnew addition2026-03-312026-04-27

ITOT ISHARES TR638 shares0.00%2026-03-312026-04-27

AIRJ AIRJOULE TECHNOLOGIES CORP30.0K shares0.00%2026-03-312026-04-27

WM WASTE MGMT INC DEL431 shares0.00%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 40140 shares0.00%2026-03-312026-04-27

GSST GOLDMAN SACHS ETF TR1.8K shares0.55%2026-03-312026-04-27

CROWN CASTLE INC CROWN CASTLE INC1.0K shares-18.00%2026-03-312026-04-27

BLOK AMPLIFY ETF TR1.5K shares0.00%2026-03-312026-04-27

Sponsored

PFE PFIZER INC3.1K shares0.71%2026-03-312026-04-27

VPU VANGUARD WORLD FD428 shares0.71%2026-03-312026-04-27

SPIB SPDR SERIES TRUST2.5K shares-10.78%2026-03-312026-04-27

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.5K shares0.00%2026-03-312026-04-27

BDX BECTON DICKINSON & CO527 shares8.44%2026-03-312026-04-27

SPYM SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC300 shares0.00%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC750 shares0.00%2026-03-312026-04-27

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APD AIR PRODUCTS AND CHEMICALS I271 shares-10.26%2026-03-312026-04-27

MPC MARATHON PETE CORP368 shares0.00%2026-03-312026-04-27

DEO DIAGEO PLC932 shares0.00%2026-03-312026-04-27

MUB ISHARES TR700 shares0.00%2026-03-312026-04-27

GBCI GLACIER BANCORP INC NEW1.5K shares0.00%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS282 shares8.05%2026-03-312026-04-27

RNRG GLOBAL X FDS1.8K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.678 shares0.00%2026-03-312026-04-27

Sponsored

TSLA TESLA INC162 shares0.00%2026-03-312026-04-27

FDVV FIDELITY COVINGTON TRUST1.1K sharesnew addition2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP625 shares1.13%2026-03-312026-04-27

SPYG SPDR SERIES TRUST555 shares0.00%2026-03-312026-04-27

MMM 3M CO400 shares0.00%2026-03-312026-04-27

SCHH SCHWAB STRATEGIC TR2.5K shares0.68%2026-03-312026-04-27

SBUX STARBUCKS CORP598 shares0.00%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF1.4K shares-12.66%2026-03-312026-04-27

Sponsored

FBCG FIDELITY COVINGTON TRUST1.0K sharesnew addition2026-03-312026-04-27

CAH CARDINAL HEALTH INC276 shares4.94%2026-03-312026-04-27

SLV ISHARES SILVER TR794 shares0.00%2026-03-312026-04-27

XAR SPDR SERIES TRUST198 shares0.00%2026-03-312026-04-27

DVY ISHARES TR354 shares0.85%2026-03-312026-04-27

SOLUNA HOLDINGS INC SOLUNA HOLDINGS INC38.7K shares0.00%2026-03-312026-04-27

GGG GRACO INC605 shares0.00%2026-03-312026-04-27

FENI FIDELITY COVINGTON TRUST1.3K sharesnew addition2026-03-312026-04-27

Sponsored

SLQD ISHARES TR1.0K shares0.00%2026-03-312026-04-27

IYW ISHARES TR243 shares0.00%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP87 shares0.00%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC282 shares-2.08%2026-03-312026-04-27

SNY SANOFI SA1.0K shares0.00%2026-03-312026-04-27

PAYX PAYCHEX INC522 sharesnew addition2026-03-312026-04-27

XJR ISHARES TR1.0K shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO142 shares0.00%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR104 shares0.00%2026-03-312026-04-27

NOW SERVICENOW INC460 shares0.00%2026-03-312026-04-27

CMI CUMMINS INC72 shares0.00%2026-03-312026-04-27

BDC BELDEN INC347 shares0.00%2026-03-312026-04-27

MCK MCKESSON CORP53 shares0.00%2026-03-312026-04-27

EFX EQUIFAX INC224 shares-1.75%2026-03-312026-04-27

AMT AMERICAN TOWER CORP229 shares-3.78%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC101 shares0.00%2026-03-312026-04-27

Sponsored

CBSH COMMERCE BANCSHARES INC785 shares0.00%2026-03-312026-04-27

DHR DANAHER CORP DEL206 shares-5.50%2026-03-312026-04-27

HCA HCA HEALTHCARE INC84 shares0.00%2026-03-312026-04-27

CENCORA INC CENCORA INC124 shares0.81%2026-03-312026-04-27

SLB SLB LIMITED764 shares0.00%2026-03-312026-04-27

APH AMPHENOL CORP257 shares-17.36%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION635 shares0.00%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC171 shares0.00%2026-03-312026-04-27

Sponsored

LYV LIVE NATION ENTERTAINMENT IN239 shares0.00%2026-03-312026-04-27

SPHY SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC100 sharesnew addition2026-03-312026-04-27

AMGN AMGEN INC100 shares0.00%2026-03-312026-04-27

EHC ENCOMPASS HEALTH CORP322 shares0.00%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE111 shares-95.18%2026-03-312026-04-27

DB DEUTSCHE BK AG1.0K shares0.00%2026-03-312026-04-27

TRST TRUSTCO BK CORP N Y712 shares0.00%2026-03-312026-04-27

Sponsored

STERIS PLC STERIS PLC145 sharesnew addition2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS328 shares0.92%2026-03-312026-04-27

SEIX VIRTUS ETF TR II1.4K shares0.00%2026-03-312026-04-27

DIS DISNEY WALT CO302 shares2.37%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-04-27

DIGI PWR X INC DIGI PWR X INC8.6K shares0.00%2026-03-312026-04-27

VRSK VERISK ANALYTICS INC173 shares0.58%2026-03-312026-04-27

CAR AVIS BUDGET GROUP INC50 shares0.00%2026-03-312026-04-27

Sponsored

LW LAMB WESTON HLDGS INC654 shares0.00%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION30 shares0.00%2026-03-312026-04-27

NI NISOURCE INC624 shares0.00%2026-03-312026-04-27

BILS SPDR SERIES TRUST300 shares0.00%2026-03-312026-04-27

VRSN VERISIGN INC107 shares7.00%2026-03-312026-04-27

ETHA ISHARES ETHEREUM TR1.7K shares0.00%2026-03-312026-04-27

BUD ANHEUSER BUSCH INBEV SA NV389 shares0.00%2026-03-312026-04-27

EPS WISDOMTREE TR390 sharesnew addition2026-03-312026-04-27

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FHLC FIDELITY COVINGTON TRUST395 shares65.27%2026-03-312026-04-27

SPYV SPDR SERIES TRUST475 sharesnew addition2026-03-312026-04-27

DSI ISHARES TR211 shares0.48%2026-03-312026-04-27

CHD CHURCH & DWIGHT CO INC290 shares0.00%2026-03-312026-04-27

OTIS OTIS WORLDWIDE CORP345 shares0.00%2026-03-312026-04-27

OPEN OPENDOOR TECHNOLOGIES INC5.2K shares0.00%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F182 shares106.82%2026-03-312026-04-27

J JACOBS SOLUTIONS INC213 shares0.00%2026-03-312026-04-27

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FAST FASTENAL CO600 shares0.00%2026-03-312026-04-27

XJH ISHARES TR548 shares-49.59%2026-03-312026-04-27

AGG ISHARES TR272 shares2.26%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD219 shares0.00%2026-03-312026-04-27

GIS GENERAL MILLS INC750 shares0.00%2026-03-312026-04-27

ESE ESCO TECHNOLOGIES INC82 shares0.00%2026-03-312026-04-27

ROP ROPER TECHNOLOGIES INC72 shares0.00%2026-03-312026-04-27

WST WEST PHARMACEUTICAL SVSC INC90 shares-6.25%2026-03-312026-04-27

Sponsored

POST POST HLDGS INC238 shares0.00%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS314 shares0.32%2026-03-312026-04-27

VXF VANGUARD INDEX FDS105 shares0.96%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC87 shares0.00%2026-03-312026-04-27

PZA INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR256 shares0.00%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR195 shares0.00%2026-03-312026-04-27

NLR VANECK ETF TRUST153 shares0.00%2026-03-312026-04-27

Sponsored

RWR SPDR SERIES TRUST200 shares0.00%2026-03-312026-04-27

LINDE PLC LINDE PLC43 shares-8.51%2026-03-312026-04-27

VKTX VIKING THERAPEUTICS INC585 sharesnew addition2026-03-312026-04-27

IGF ISHARES TR303 shares-18.11%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND104 shares-90.15%2026-03-312026-04-27

BWXT BWX TECHNOLOGIES INC88 shares29.41%2026-03-312026-04-27

ECL ECOLAB INC72 shares-22.58%2026-03-312026-04-27

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC237 shares0.42%2026-03-312026-04-27

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AMP AMERIPRISE FINL INC41 shares0.00%2026-03-312026-04-27

IHE ISHARES TR211 shares0.48%2026-03-312026-04-27

XYL XYLEM INC153 shares10.07%2026-03-312026-04-27

A AGILENT TECHNOLOGIES INC148 shares-5.73%2026-03-312026-04-27

MTB M & T BK CORP81 shares0.00%2026-03-312026-04-27

ENTG ENTEGRIS INC119 shares0.00%2026-03-312026-04-27

CTVA CORTEVA INC220 shares0.00%2026-03-312026-04-27

IYY ISHARES TR100 shares0.00%2026-03-312026-04-27

Sponsored

PLD PROLOGIS INC.117 shares0.00%2026-03-312026-04-27

GLW CORNING INC100 sharesnew addition2026-03-312026-04-27

VLO VALERO ENERGY CORP72 shares0.00%2026-03-312026-04-27

CRCL CIRCLE INTERNET GROUP INC153 shares0.00%2026-03-312026-04-27

TIDAL TRUST II TIDAL TRUST II637 sharesnew addition2026-03-312026-04-27

SPMD SPDR SERIES TRUST240 sharesnew addition2026-03-312026-04-27

BR BROADRIDGE FINL SOLUTIONS IN94 shares0.00%2026-03-312026-04-27

FIVE FIVE BELOW INC61 shares-16.44%2026-03-312026-04-27

Sponsored

SPTM SPDR SERIES TRUST175 shares0.00%2026-03-312026-04-27

TYL TYLER TECHNOLOGIES INC43 shares26.47%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY250 shares0.00%2026-03-312026-04-27

LOPE GRAND CANYON ED INC83 shares0.00%2026-03-312026-04-27

FENY FIDELITY COVINGTON TRUST463 sharesnew addition2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST59 sharesnew addition2026-03-312026-04-27

EEM ISHARES TR224 shares0.00%2026-03-312026-04-27

IDXX IDEXX LABS INC24 shares-7.69%2026-03-312026-04-27

Sponsored

BSX BOSTON SCIENTIFIC CORP229 shares0.00%2026-03-312026-04-27

SCHY SCHWAB STRATEGIC TR417 sharesnew addition2026-03-312026-04-27

RB GLOBAL INC RB GLOBAL INC131 shares0.00%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN85 shares-9.57%2026-03-312026-04-27

NUAI NEW ERA ENERGY & DIGITAL INC3.0K shares0.00%2026-03-312026-04-27

MEDP MEDPACE HLDGS INC25 shares0.00%2026-03-312026-04-27

KVUE KENVUE INC738 shares0.00%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN191 sharesnew addition2026-03-312026-04-27

Sponsored

HEI HEICO CORP NEW41 shares0.00%2026-03-312026-04-27

PCTY PAYLOCITY HLDG CORP114 shares111.11%2026-03-312026-04-27

INTU INTUIT28 shares-6.67%2026-03-312026-04-27

ENSG ENSIGN GROUP INC57 shares0.00%2026-03-312026-04-27

ROL ROLLINS INC204 shares0.00%2026-03-312026-04-27

FNCL FIDELITY COVINGTON TRUST146 sharesnew addition2026-03-312026-04-27

PRVA PRIVIA HEALTH GROUP INC439 shares0.00%2026-03-312026-04-27

VGT VANGUARD WORLD FD13 shares0.00%2026-03-312026-04-27

Sponsored

COIN COINBASE GLOBAL INC49 sharesnew addition2026-03-312026-04-27

MSCI MSCI INC18 shares0.00%2026-03-312026-04-27

INCY INCYTE CORP105 shares0.00%2026-03-312026-04-27

DG DOLLAR GEN CORP80 shares-23.08%2026-03-312026-04-27

CNMD CONMED CORP243 shares0.00%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS121 sharesnew addition2026-03-312026-04-27

IEX IDEX CORP46 shares0.00%2026-03-312026-04-27

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD758 shares-26.55%2026-03-312026-04-27

Sponsored

XLU SELECT SECTOR SPDR TR200 shares0.00%2026-03-312026-04-27

EBAY EBAY INC.85 shares0.00%2026-03-312026-04-27

PSX PHILLIPS 6658 shares0.00%2026-03-312026-04-27

USB US BANCORP158 shares0.00%2026-03-312026-04-27

NEM NEWMONT CORP77 shares0.00%2026-03-312026-04-27

WSO WATSCO INC20 shares0.00%2026-03-312026-04-27

GKOS GLAUKOS CORP68 shares0.00%2026-03-312026-04-27

BROS DUTCH BROS INC154 shares0.00%2026-03-312026-04-27

Sponsored

TECH BIO-TECHNE CORP136 shares0.00%2026-03-312026-04-27

KAI KADANT INC24 shares26.32%2026-03-312026-04-27

GEV GE VERNOVA INC8 shares-98.47%2026-03-312026-04-27

EAT BRINKER INTL INC50 shares0.00%2026-03-312026-04-27

KNSL KINSALE CAP GROUP INC22 shares0.00%2026-03-312026-04-27

MCO MOODYS CORP17 shares0.00%2026-03-312026-04-27

RVTY REVVITY INC83 shares0.00%2026-03-312026-04-27

CASY CASEYS GEN STORES INC10 shares0.00%2026-03-312026-04-27

Sponsored

VLTO VERALTO CORP85 shares0.00%2026-03-312026-04-27

BLZE BACKBLAZE INC1.9K shares0.00%2026-03-312026-04-27

TOST TOAST INC254 shares0.00%2026-03-312026-04-27

IT GARTNER INC47 shares0.00%2026-03-312026-04-27

CPRT COPART INC217 shares32.32%2026-03-312026-04-27

YUM YUM BRANDS INC45 shares0.00%2026-03-312026-04-27

QNITY ELECTRONICS INC QNITY ELECTRONICS INC50 shares0.00%2026-03-312026-04-27

CCL CARNIVAL CORP237 shares0.42%2026-03-312026-04-27

Sponsored

KEY KEYCORP307 shares0.00%2026-03-312026-04-27

CGNX COGNEX CORP121 shares0.00%2026-03-312026-04-27

EPC EDGEWELL PERSONAL CARE CO283 shares0.00%2026-03-312026-04-27

SJM SMUCKER J M CO69 shares0.00%2026-03-312026-04-27

GWRE GUIDEWIRE SOFTWARE INC46 shares53.33%2026-03-312026-04-27

INTC INTEL CORP100 shares0.00%2026-03-312026-04-27

RBC RBC BEARINGS INC11 shares0.00%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO145 shares0.00%2026-03-312026-04-27

Sponsored

IP INTERNATIONAL PAPER CO172 shares0.00%2026-03-312026-04-27

SSD SIMPSON MFG INC35 shares0.00%2026-03-312026-04-27

CRL CHARLES RIV LABS INTL INC34 shares0.00%2026-03-312026-04-27

DRAFTKINGS INC NEW DRAFTKINGS INC NEW275 shares0.00%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC67 shares-10.67%2026-03-312026-04-27

EMGF ISHARES INC92 shares0.00%2026-03-312026-04-27

WK WORKIVA INC107 shares0.00%2026-03-312026-04-27

WHR WHIRLPOOL CORP105 shares0.00%2026-03-312026-04-27

Sponsored

FRPT FRESHPET INC88 shares0.00%2026-03-312026-04-27

THOMSON REUTERS CORP THOMSON REUTERS CORP63 shares0.00%2026-03-312026-04-27

HYD VANECK ETF TRUST116 shares0.00%2026-03-312026-04-27

EWC ISHARES INC100 shares0.00%2026-03-312026-04-27

OPCH OPTION CARE HEALTH INC204 shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS9 shares28.57%2026-03-312026-04-27

CSGP COSTAR GROUP INC146 shares0.00%2026-03-312026-04-27

ENR ENERGIZER HLDGS INC283 shares0.00%2026-03-312026-04-27

Sponsored

BOH BANK HAWAII CORP72 shares0.00%2026-03-312026-04-27

AAON AAON INC58 shares0.00%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC6 shares0.00%2026-03-312026-04-27

AON PLC AON PLC17 shares-15.00%2026-03-312026-04-27

GDDY GODADDY INC64 shares0.00%2026-03-312026-04-27

GILD GILEAD SCIENCES INC40 shares0.00%2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF91 shares0.00%2026-03-312026-04-27

ADI ANALOG DEVICES INC14 shares0.00%2026-03-312026-04-27

Sponsored

EMN EASTMAN CHEM CO72 shares0.00%2026-03-312026-04-27

MTD METTLER TOLEDO INTERNATIONAL4 sharesnew addition2026-03-312026-04-27

EXPO EXPONENT INC77 shares42.59%2026-03-312026-04-27

OWL BLUE OWL CAPITAL INC529 sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC21 shares0.00%2026-03-312026-04-27

ALGN ALIGN TECHNOLOGY INC27 shares0.00%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC11 shares0.00%2026-03-312026-04-27

DINO HF SINCLAIR CORP87 shares0.00%2026-03-312026-04-27

Sponsored

BRBR BELLRING BRANDS INC301 shares0.00%2026-03-312026-04-27

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC101 shares0.00%2026-03-312026-04-27

SMR NUSCALE PWR CORP359 shares0.00%2026-03-312026-04-27

GSK PLC GSK PLC80 shares0.00%2026-03-312026-04-27

IYR ISHARES TR44 sharesnew addition2026-03-312026-04-27

FND FLOOR & DECOR HLDGS INC83 shares0.00%2026-03-312026-04-27

CVS CVS HEALTH CORP58 shares0.00%2026-03-312026-04-27

RGEN REPLIGEN CORP33 shares0.00%2026-03-312026-04-27

Sponsored

BP BP PLC96 shares1.05%2026-03-312026-04-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC17 shares-50.00%2026-03-312026-04-27

ALRM ALARM COM HLDGS INC90 shares0.00%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS83 sharesnew addition2026-03-312026-04-27

JKHY HENRY JACK & ASSOC INC26 shares0.00%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP4 shares0.00%2026-03-312026-04-27

ICLN ISHARES TR200 shares0.00%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC19 shares0.00%2026-03-312026-04-27

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I52 shares-93.43%2026-03-312026-04-27

SPSC SPS COMM INC66 shares0.00%2026-03-312026-04-27

F FORD MTR CO295 shares0.00%2026-03-312026-04-27

TTC TORO CO40 shares0.00%2026-03-312026-04-27

DSGX DESCARTES SYS GROUP INC47 shares0.00%2026-03-312026-04-27

GLOB GLOBANT S A71 shares0.00%2026-03-312026-04-27

FWRG FIRST WATCH RESTAURANT GROUP274 sharesnew addition2026-03-312026-04-27

BALL BALL CORP55 shares-40.22%2026-03-312026-04-27

Sponsored

CCC CCC INTELLIGENT SOLUTIONS HL619 shares0.00%2026-03-312026-04-27

AGYS AGILYSYS INC50 shares0.00%2026-03-312026-04-27

RIVN RIVIAN AUTOMOTIVE INC200 shares0.00%2026-03-312026-04-27

NWN NORTHWEST NAT HLDG CO63 shares-43.75%2026-03-312026-04-27

SYM SYMBOTIC INC50 sharesnew addition2026-03-312026-04-27

KTB KONTOOR BRANDS INC41 shares0.00%2026-03-312026-04-27

NKE NIKE INC69 shares-15.85%2026-03-312026-04-27

TRNS TRANSCAT INC38 shares0.00%2026-03-312026-04-27

Sponsored

ZONE CLEANCORE SOLUTIONS INC9.2K shares0.00%2026-03-312026-04-27

CSW CSW INDUSTRIALS INC10 shares0.00%2026-03-312026-04-27

CLX CLOROX CO DEL29 shares0.00%2026-03-312026-04-27

FUTY FIDELITY COVINGTON TRUST49 sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC36 shares0.00%2026-03-312026-04-27

CNC CENTENE CORP DEL72 shares0.00%2026-03-312026-04-27

DV DOUBLEVERIFY HLDGS INC247 shares0.00%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC57 shares0.00%2026-03-312026-04-27

Sponsored

BHP BHP BILLITON LIMITED32 shares0.00%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO43 shares-94.92%2026-03-312026-04-27

UAL UNITED AIRLS HLDGS INC25 shares0.00%2026-03-312026-04-27

ALC ALCON AG29 shares0.00%2026-03-312026-04-27

TEVA TEVA PHARMACEUTICAL INDS LTD71 shares0.00%2026-03-312026-04-27

AEM AGNICO EAGLE MINES LTD10 sharesnew addition2026-03-312026-04-27

CPNG COUPANG INC100 sharesnew addition2026-03-312026-04-27

YUMC YUM CHINA HLDGS INC43 shares0.00%2026-03-312026-04-27

Sponsored

AEP AMERICAN ELEC PWR CO INC15 shares0.00%2026-03-312026-04-27

TMUS T-MOBILE US INC10 shares0.00%2026-03-312026-04-27

ACVA ACV AUCTIONS INC379 shares0.00%2026-03-312026-04-27

TAP MOLSON COORS BEVERAGE CO43 shares0.00%2026-03-312026-04-27

STRV EA SERIES TRUST41 shares0.00%2026-03-312026-04-27

CHDN CHURCHILL DOWNS INC20 shares0.00%2026-03-312026-04-27

DGRO ISHARES TR25 shares-45.65%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC7 shares0.00%2026-03-312026-04-27

Sponsored

AMTM AMENTUM HOLDINGS INC61 shares0.00%2026-03-312026-04-27

DJT TRUMP MEDIA & TECHNOLOGY GRO163 shares0.00%2026-03-312026-04-27

GDYN GRID DYNAMICS HLDGS INC270 shares0.00%2026-03-312026-04-27

EOG EOG RES INC12 shares0.00%2026-03-312026-04-27

VOC VOC ENERGY TR463 shares2.89%2026-03-312026-04-27

CME CME GROUP INC5 shares0.00%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP5 shares0.00%2026-03-312026-04-27

PLAB PHOTRONICS INC25 shares47.06%2026-03-312026-04-27

Sponsored

WFC WELLS FARGO & CO15 shares-99.00%2026-03-312026-04-27

TPR TAPESTRY INC8 shares0.00%2026-03-312026-04-27

AAL AMERICAN AIRLINES GROUP INC100 shares0.00%2026-03-312026-04-27

DRLL EA SERIES TRUST34 shares0.00%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP4 shares0.00%2026-03-312026-04-27

FHN FIRST HORIZON CORPORATION46 shares0.00%2026-03-312026-04-27

BWA BORGWARNER INC20 shares0.00%2026-03-312026-04-27

MSOS ADVISORSHARES TR250 shares0.00%2026-03-312026-04-27

Sponsored

NCLH NORWEGIAN CRUISE LINE HLDGS50 shares0.00%2026-03-312026-04-27

ACM AECOM12 sharesnew addition2026-03-312026-04-27

HLN HALEON PLC100 shares0.00%2026-03-312026-04-27

XAIX DBX ETF TR20 shares0.00%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC6 shares-81.82%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP10 shares0.00%2026-03-312026-04-27

MJ AMPLIFY ETF TR30 shares0.00%2026-03-312026-04-27

RA BROOKFIELD REAL ASSETS INCOM59 shares0.00%2026-03-312026-04-27

Sponsored

IBBQ INVESCO EXCH TRADED FD TR II25 shares0.00%2026-03-312026-04-27

KD KYNDRYL HLDGS INC52 shares-1.89%2026-03-312026-04-27

LAES SEALSQ CORP250 shares0.00%2026-03-312026-04-27

TXT TEXTRON INC8 shares0.00%2026-03-312026-04-27

IFRA ISHARES TR12 shares0.00%2026-03-312026-04-27

DAL DELTA AIR LINES INC10 shares0.00%2026-03-312026-04-27

NMAX NEWSMAX INC100 shares0.00%2026-03-312026-04-27

SYK STRYKER CORPORATION2 shares0.00%2026-03-312026-04-27

Sponsored

NXPI NXP SEMICONDUCTORS N V3 shares0.00%2026-03-312026-04-27

ELV ELEVANCE HEALTH INC FORMERLY2 shares0.00%2026-03-312026-04-27

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET18 shares0.00%2026-03-312026-04-27

CRM SALESFORCE INC3 shares0.00%2026-03-312026-04-27

EXC EXELON CORP12 shares0.00%2026-03-312026-04-27

VTRS VIATRIS INC37 shares0.00%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS5 shares-99.53%2026-03-312026-04-27

PGR PROGRESSIVE CORP2 shares0.00%2026-03-312026-04-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F8 sharesnew addition2026-03-312026-04-27

SLVM SYLVAMO CORP9 shares0.00%2026-03-312026-04-27

IVZ INVESCO LTD15 shares0.00%2026-03-312026-04-27

PSI INVESCO EXCHANGE TRADED FD T3 sharesnew addition2026-03-312026-04-27

OGN ORGANON & CO38 shares0.00%2026-03-312026-04-27

LNC LINCOLN NATL CORP IND9 shares0.00%2026-03-312026-04-27

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV23 shares0.00%2026-03-312026-04-27

D DOMINION ENERGY INC5 shares-97.22%2026-03-312026-04-27

Sponsored

PHIN PHINIA INC4 shares0.00%2026-03-312026-04-27

ACLS AXCELIS TECHNOLOGIES INC2 shares0.00%2026-03-312026-04-27

MLP MAUI LD & PINEAPPLE INC16 shares0.00%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS3 shares-97.60%2026-03-312026-04-27

IWF

ISHARES TR

7.37%

Shares38.3K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

6.31%

Shares60.5K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

-3.49%

Shares46.9K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-0.24%

Shares60.8K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

0.99%

Shares24.8K

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

-4.77%

Shares57.6K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.91%

Shares37.5K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

1.32%

Shares334.4K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-4.56%

Shares34.7K

Event2026-03-31

Filed2026-04-27

VBK

VANGUARD INDEX FDS

-4.70%

Shares21.5K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-5.97%

Shares10.1K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-6.49%

Shares63.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-3.45%

Shares18.6K

Event2026-03-31

Filed2026-04-27

DEM

WISDOMTREE TR

-10.93%

Shares106.0K

Event2026-03-31

Filed2026-04-27

NEAR

ISHARES U S ETF TR

1.98%

Shares99.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-10.65%

Shares17.6K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

-3.24%

Shares39.7K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

-3.78%

Shares53.3K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

3.32%

Shares125.6K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

-4.67%

Shares118.5K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

-3.63%

Shares93.8K

Event2026-03-31

Filed2026-04-27

STIFEL FINL CORP

50.00%

Shares37.5K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

-6.80%

Shares38.9K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-7.73%

Shares8.5K

Event2026-03-31

Filed2026-04-27

IWN

ISHARES TR

-2.27%

Shares13.2K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-22.31%

Shares3.8K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

-15.11%

Shares5.6K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

3.17%

Shares76.0K

Event2026-03-31

Filed2026-04-27

DSTL

ETF SER SOLUTIONS

-11.99%

Shares30.0K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

-11.92%

Shares49.9K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.41%

Shares3.9K

Event2026-03-31

Filed2026-04-27

IWO

ISHARES TR

-16.36%

Shares4.5K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

-0.20%

Shares9.7K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

6.30%

Shares46.0K

Event2026-03-31

Filed2026-04-27

RBLX

ROBLOX CORP

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-27

SCZ

ISHARES TR

-10.17%

Shares15.1K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-0.27%

Shares5.1K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

1.58%

Shares11.6K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

6.31%

Shares14.5K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

0.63%

Shares18.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-5.59%

Shares4.1K

Event2026-03-31

Filed2026-04-27

ICF

ISHARES TR

-6.67%

Shares13.4K

Event2026-03-31

Filed2026-04-27

ICSH

ISHARES TR

4.03%

Shares17.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-14.28%

Shares5.7K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

0.23%

Shares1.7K

Event2026-03-31

Filed2026-04-27

TBLU

TORTOISE CAPITAL SERIES TRUS

-23.60%

Shares15.5K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

0.60%

Shares6.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.51%

Shares3.9K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-35.14%

Shares2.4K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-26.43%

Shares2.5K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-23.76%

Shares5.4K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-13.18%

Shares4.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-0.69%

Shares1.9K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-0.48%

Shares5.8K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

-21.13%

Shares3.4K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-16.00%

Shares4.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-1.54%

Shares1.5K

Event2026-03-31

Filed2026-04-27

THE CIGNA GROUP

0.49%

Shares1.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-21.07%

Shares6.9K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

0.09%

Shares2.1K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

0.27%

Shares3.0K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-12.50%

Shares3.1K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-24.47%

Shares3.9K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-2.03%

Shares1.8K

Event2026-03-31

Filed2026-04-27

IJK

ISHARES TR

-7.44%

Shares3.6K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

0.16%

Shares2.6K

Event2026-03-31

Filed2026-04-27

IWS

ISHARES TR

-31.63%

Shares2.5K

Event2026-03-31

Filed2026-04-27