The Analysis of MERCER GLOBAL ADVISORS INC /ADV's Holdings & P&L


Currently, MERCER GLOBAL ADVISORS INC /ADV holds 3217 types of securities in its portfolio with a total value $67.6B. In the most recent quarter, they have increased their positions in BSV (+4.0M shares, valued at $312.6M), AGG (+3.1M shares, valued at $306.7M), DFAC (+5.9M shares, valued at $230.6M); decreased their positions in BKNG (-39.6K shares, valued at $166.6M), EOG (-631.6K shares, valued at $91.3M), IBDT (-3.5M shares, valued at $89.5M); initiated new positions in TBLL (+1.1M shares, valued at $116.0M), N/A (+76.4K shares, valued at $15.1M), CAPR (+403.0K shares, valued at $12.3M).


1M P&L
+1.4B+2.16%
3M P&L
-349.8M-0.53%
HY P&L
+3.5B+5.63%

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/A43.8B
73.5%
2Consumer Electronics1.8B
3.0%
3Semiconductors1.6B
2.7%

Top Industries by Stock Count

1N/A860 stocks
31.8%
2Banks - Regional137 stocks
5.1%
3Biotechnology74 stocks
2.7%
Stock Holdings
AGG
ISHARES TR
8.52%
Shares39.3M
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD BD INDEX FDS
9.62%
Shares45.4M
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.30%
Shares5.3M
Event2026-03-31
Filed2026-05-15
DFAC
DIMENSIONAL ETF TRUST
9.22%
Shares70.3M
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
2.57%
Shares35.7M
Event2026-03-31
Filed2026-05-15
DFUV
DIMENSIONAL ETF TRUST
6.21%
Shares42.3M
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
7.21%
Shares8.4M
Event2026-03-31
Filed2026-05-15
DUHP
DIMENSIONAL ETF TRUST
8.79%
Shares48.7M
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
4.47%
Shares36.3M
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
0.98%
Shares6.7M
Event2026-03-31
Filed2026-05-15
DFIC
DIMENSIONAL ETF TRUST
3.95%
Shares38.5M
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
19.75%
Shares7.2M
Event2026-03-31
Filed2026-05-15
DFIV
DIMENSIONAL ETF TRUST
3.43%
Shares22.3M
Event2026-03-31
Filed2026-05-15
IMTM
ISHARES TR
5.04%
Shares24.0M
Event2026-03-31
Filed2026-05-15
DIHP
DIMENSIONAL ETF TRUST
7.15%
Shares32.3M
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
9.46%
Shares9.4M
Event2026-03-31
Filed2026-05-15
SUB
ISHARES TR
8.33%
Shares9.2M
Event2026-03-31
Filed2026-05-15
AVSC
AMERICAN CENTY ETF TR
2.73%
Shares14.9M
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
4.79%
Shares16.6M
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
4.19%
Shares3.3M
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
2.72%
Shares9.9M
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
2.19%
Shares2.0M
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
0.87%
Shares2.1M
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
5.90%
Shares10.8M
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
8.34%
Shares772.7K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
4.64%
Shares2.2M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
0.60%
Shares1.5M
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
16.48%
Shares4.6M
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
16.05%
Shares1.4M
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
-1.64%
Shares2.7M
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
5.61%
Shares1.2M
Event2026-03-31
Filed2026-05-15
DFCA
DIMENSIONAL ETF TRUST
14.47%
Shares7.0M
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
-5.64%
Shares505.8K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
-0.98%
Shares784.7K
Event2026-03-31
Filed2026-05-15
VXF
VANGUARD INDEX FDS
10.54%
Shares1.3M
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
2.88%
Shares475.0K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
2.89%
Shares564.1K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
4.72%
Shares1.6M
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
-4.41%
Shares9.9M
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
10.04%
Shares837.3K
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
20.12%
Shares3.4M
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
4.03%
Shares1.9M
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
-15.19%
Shares1.2M
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
7.21%
Shares911.0K
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB STRATEGIC TR
-2.43%
Shares8.9M
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
12.10%
Shares587.1K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-19.33%
Shares347.1K
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES TR
29.18%
Shares3.8M
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
-5.24%
Shares408.1K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
3.78%
Shares2.4M
Event2026-03-31
Filed2026-05-15
VLUE
ISHARES TR
-3.79%
Shares1.2M
Event2026-03-31
Filed2026-05-15
IDV
ISHARES TR
2.14%
Shares3.9M
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-0.04%
Shares1.3M
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
30.26%
Shares175.1K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
11.56%
Shares1.6M
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
-0.12%
Shares1.6M
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
17.78%
Shares150.7K
Event2026-03-31
Filed2026-05-15
IVLU
ISHARES TR
-4.84%
Shares3.5M
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES TR
4.59%
Shares1.4M
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
-1.53%
Shares637.2K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
15.42%
Shares398.7K
Event2026-03-31
Filed2026-05-15
VTES
VANGUARD WELLINGTON FD
1.20%
Shares1.3M
Event2026-03-31
Filed2026-05-15
IBDT
ISHARES TR
-40.08%
Shares5.3M
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
-5.73%
Shares647.0K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
-14.75%
Shares1.9M
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
9.55%
Shares519.6K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
3.06%
Shares2.7M
Event2026-03-31
Filed2026-05-15
IBDS
ISHARES TR
0.49%
Shares5.2M
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-24.23%
Shares585.4K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
0.03%
Shares380.1K
Event2026-03-31
Filed2026-05-15
ITOT
ISHARES TR
0.65%
Shares831.7K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
-11.62%
Shares272.2K
Event2026-03-31
Filed2026-05-15
IBDV
ISHARES TR
-13.17%
Shares5.4M
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-4.67%
Shares1.5M
Event2026-03-31
Filed2026-05-15
IBDU
ISHARES TR
-10.29%
Shares5.0M
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
-32.82%
Shares167.7K
Event2026-03-31
Filed2026-05-15
TBLL
INVESCO EXCH TRADED FD TR II
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
-13.62%
Shares2.5M
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
0.13%
Shares156.7K
Event2026-03-31
Filed2026-05-15
AVUS
AMERICAN CENTY ETF TR
-2.10%
Shares994.3K
Event2026-03-31
Filed2026-05-15
RJF
RAYMOND JAMES FINL INC
-7.62%
Shares731.8K
Event2026-03-31
Filed2026-05-15
IBDR
ISHARES TR
3.30%
Shares4.3M
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
9.76%
Shares472.6K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES TR
1.23%
Shares275.7K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-4.08%
Shares760.0K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-14.97%
Shares1.1M
Event2026-03-31
Filed2026-05-15
V
VISA INC
0.54%
Shares329.4K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-11.15%
Shares769.7K
Event2026-03-31
Filed2026-05-15
DFAT
DIMENSIONAL ETF TRUST
9.03%
Shares1.6M
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
21.43%
Shares1.4M
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
-20.60%
Shares64.7K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
3.88%
Shares278.4K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
-26.72%
Shares331.1K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
1.38%
Shares785.9K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
3.96%
Shares481.1K
Event2026-03-31
Filed2026-05-15
DFAI
DIMENSIONAL ETF TRUST
102.75%
Shares2.4M
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
2.80%
Shares638.6K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD BD INDEX FDS
-4.34%
Shares1.1M
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
-1.75%
Shares112
Event2026-03-31
Filed2026-05-15
SUSL
ISHARES TR
-3.50%
Shares706.8K
Event2026-03-31
Filed2026-05-15
FTEC
FIDELITY COVINGTON TRUST
-5.70%
Shares379.9K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
-8.51%
Shares606.5K
Event2026-03-31
Filed2026-05-15
BIL
SPDR SERIES TRUST
14.70%
Shares846.9K
Event2026-03-31
Filed2026-05-15
NUSC
NUSHARES ETF TR
16.34%
Shares1.7M
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
0.42%
Shares523.7K
Event2026-03-31
Filed2026-05-15
SHYG
ISHARES TR
-7.04%
Shares1.8M
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
-31.13%
Shares211.8K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
-44.00%
Shares175.8K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
6.51%
Shares658.0K
Event2026-03-31
Filed2026-05-15
SHM
SPDR SERIES TRUST
-9.79%
Shares1.5M
Event2026-03-31
Filed2026-05-15
EOG
EOG RES INC
-55.92%
Shares497.8K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
12.22%
Shares443.8K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
28.40%
Shares2.3M
Event2026-03-31
Filed2026-05-15
PWZ
INVESCO EXCH TRADED FD TR II
5.16%
Shares2.9M
Event2026-03-31
Filed2026-05-15
APGE
APOGEE THERAPEUTICS INC
-6.65%
Shares831.4K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
7.84%
Shares287.6K
Event2026-03-31
Filed2026-05-15
HCA
HCA HEALTHCARE INC
-5.08%
Shares146.6K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
-23.87%
Shares891.1K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
6.14%
Shares853.0K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
8.22%
Shares560.6K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
2.51%
Shares420.3K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
10.66%
Shares228.2K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
-6.98%
Shares1.3M
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
-5.11%
Shares2.5M
Event2026-03-31
Filed2026-05-15
USIG
ISHARES TR
14054.42%
Shares1.2M
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
6.76%
Shares320.2K
Event2026-03-31
Filed2026-05-15
SPOT
SPOTIFY TECHNOLOGY S A
2.33%
Shares124.2K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-12.41%
Shares682.5K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
-2.84%
Shares2.0M
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
7.05%
Shares955.0K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
-5.41%
Shares2.0M
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
4.82%
Shares357.8K
Event2026-03-31
Filed2026-05-15
IBTG
ISHARES TR
-11.22%
Shares2.5M
Event2026-03-31
Filed2026-05-15
BGRN
ISHARES TR
20.33%
Shares1.2M
Event2026-03-31
Filed2026-05-15
KTOS
KRATOS DEFENSE & SEC SOLUTIO
147.58%
Shares815.1K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-8.57%
Shares169.0K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
41.73%
Shares279.0K
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
194.23%
Shares1.1M
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-13.27%
Shares843.7K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
9.73%
Shares179.0K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-3.00%
Shares539.6K
Event2026-03-31
Filed2026-05-15
IBTH
ISHARES TR
8.34%
Shares2.5M
Event2026-03-31
Filed2026-05-15
AGGY
WISDOMTREE TR
-4.09%
Shares1.3M
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
10.70%
Shares370.0K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
10.59%
Shares89.5K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
0.51%
Shares63.6K
Event2026-03-31
Filed2026-05-15
IBTI
ISHARES TR
5.89%
Shares2.4M
Event2026-03-31
Filed2026-05-15
SUSA
ISHARES TR
30.06%
Shares397.8K
Event2026-03-31
Filed2026-05-15
IBMQ
ISHARES TR
-47.32%
Shares2.1M
Event2026-03-31
Filed2026-05-15
IBTK
ISHARES TR
46.60%
Shares2.7M
Event2026-03-31
Filed2026-05-15
USHY
ISHARES TR
2.19%
Shares1.4M
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
5.22%
Shares144.4K
Event2026-03-31
Filed2026-05-15
IBTJ
ISHARES TR
18.91%
Shares2.3M
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
4.10%
Shares665.9K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
-0.99%
Shares575.1K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-1.98%
Shares141.5K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
-1.10%
Shares150.9K
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON INC
3.31%
Shares136.2K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
1.04%
Shares1.0M
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
10.73%
Shares231.0K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
-2.98%
Shares96.6K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
-0.99%
Shares288.7K
Event2026-03-31
Filed2026-05-15
SCHE
SCHWAB STRATEGIC TR
-2.74%
Shares1.4M
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
0.41%
Shares437.4K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
3.76%
Shares155.9K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
18.07%
Shares345.3K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
45.47%
Shares134.6K
Event2026-03-31
Filed2026-05-15
SYF
SYNCHRONY FINANCIAL
0.86%
Shares670.5K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
13.01%
Shares1.3M
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-4.23%
Shares51.9K
Event2026-03-31
Filed2026-05-15
IBMS
ISHARES TR
-6.42%
Shares1.8M
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-0.50%
Shares340.4K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
22.09%
Shares886.2K
Event2026-03-31
Filed2026-05-15
IBMP
ISHARES TR
-14.04%
Shares1.7M
Event2026-03-31
Filed2026-05-15
STIP
ISHARES TR
487.30%
Shares429.4K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
15.46%
Shares81.1K
Event2026-03-31
Filed2026-05-15
IBMR
ISHARES TR
-17.80%
Shares1.7M
Event2026-03-31
Filed2026-05-15
DFSB
DIMENSIONAL ETF TRUST
13.40%
Shares841.7K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
10.44%
Shares145.0K
Event2026-03-31
Filed2026-05-15
HIG
HARTFORD INSURANCE GROUP INC
-18.41%
Shares319.8K
Event2026-03-31
Filed2026-05-15
ESGE
ISHARES INC
-0.91%
Shares937.1K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
8.74%
Shares289.4K
Event2026-03-31
Filed2026-05-15
JCI
JOHNSON CONTROLS INTERNATION
-6.59%
Shares322.2K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
76.52%
Shares564.2K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
-15.47%
Shares382.1K
Event2026-03-31
Filed2026-05-15
ALL
ALLSTATE CORP
-5.09%
Shares200.7K
Event2026-03-31
Filed2026-05-15
SCHP
SCHWAB STRATEGIC TR
-16.03%
Shares1.6M
Event2026-03-31
Filed2026-05-15
PH
PARKER-HANNIFIN CORP
5.47%
Shares46.4K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
26.03%
Shares127.1K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
-8.73%
Shares296.7K
Event2026-03-31
Filed2026-05-15
BOND
PIMCO ETF TR
-2.86%
Shares445.0K
Event2026-03-31
Filed2026-05-15
IBMO
ISHARES TR
-25.65%
Shares1.6M
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
4.00%
Shares149.1K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
178.30%
Shares190.8K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
-15.99%
Shares350.4K
Event2026-03-31
Filed2026-05-15
ORKA
ORUKA THERAPEUTICS INC
7.67%
Shares802.5K
Event2026-03-31
Filed2026-05-15
DEM
WISDOMTREE TR
5.40%
Shares791.4K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
11.23%
Shares180.7K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-21.20%
Shares319.0K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
-45.84%
Shares349.2K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
1.30%
Shares513.9K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
-11.97%
Shares465.8K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
0.35%
Shares499.7K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
16.24%
Shares1.3M
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
0.05%
Shares270.2K
Event2026-03-31
Filed2026-05-15
WDC
WESTERN DIGITAL CORP
-1.02%
Shares141.2K
Event2026-03-31
Filed2026-05-15
DFAX
DIMENSIONAL ETF TRUST
58.43%
Shares1.1M
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
12.37%
Shares129.0K
Event2026-03-31
Filed2026-05-15
DON
WISDOMTREE TR
15.81%
Shares712.9K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
3.23%
Shares283.2K
Event2026-03-31
Filed2026-05-15
CMF
ISHARES TR
19.63%
Shares657.2K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.50%
Shares194.2K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
2.83%
Shares416.8K
Event2026-03-31
Filed2026-05-15
VSS
VANGUARD INTL EQUITY INDEX F
-23.26%
Shares253.5K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
11.49%
Shares224.2K
Event2026-03-31
Filed2026-05-15
ORLY
OREILLY AUTOMOTIVE INC
-5.58%
Shares396.6K
Event2026-03-31
Filed2026-05-15
DFEM
DIMENSIONAL ETF TRUST
8.44%
Shares1.1M
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
8.20%
Shares27.6K
Event2026-03-31
Filed2026-05-15
EFAV
ISHARES TR
-10.76%
Shares397.2K
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
3.68%
Shares169.9K
Event2026-03-31
Filed2026-05-15
DBEF
DBX ETF TR
-43.33%
Shares725.3K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
27.68%
Shares588.5K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
-25.77%
Shares447.6K
Event2026-03-31
Filed2026-05-15
HYMB
SPDR SERIES TRUST
-10.77%
Shares1.4M
Event2026-03-31
Filed2026-05-15
SHYD
VANECK ETF TRUST
-15.96%
Shares1.5M
Event2026-03-31
Filed2026-05-15
RCL
ROYAL CARIBBEAN GROUP
-15.86%
Shares125.6K
Event2026-03-31
Filed2026-05-15
IYR
ISHARES TR
-3.51%
Shares360.4K
Event2026-03-31
Filed2026-05-15
VYMI
VANGUARD WHITEHALL FDS
-40.73%
Shares361.3K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
31.42%
Shares39.3K
Event2026-03-31
Filed2026-05-15
SCHO
SCHWAB STRATEGIC TR
-2.58%
Shares1.4M
Event2026-03-31
Filed2026-05-15
EBAY
EBAY INC.
-12.17%
Shares372.1K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
-22.02%
Shares335.7K
Event2026-03-31
Filed2026-05-15
HDEF
DBX ETF TR
-43.70%
Shares1.0M
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
7.89%
Shares359.9K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
7.09%
Shares137.6K
Event2026-03-31
Filed2026-05-15
AVDE
AMERICAN CENTY ETF TR
-3.93%
Shares392.4K
Event2026-03-31
Filed2026-05-15
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
10.28%
Shares159.1K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
-0.68%
Shares442.3K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
-2.49%
Shares162.9K
Event2026-03-31
Filed2026-05-15
MOAT
VANECK ETF TRUST
-51.52%
Shares322.8K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
-3.34%
Shares329.6K
Event2026-03-31
Filed2026-05-15
PHM
PULTE GROUP INC
-0.16%
Shares262.6K
Event2026-03-31
Filed2026-05-15
DES
WISDOMTREE TR
-7.12%
Shares850.3K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
25.48%
Shares64.1K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
4.11%
Shares225.4K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-5.89%
Shares299.8K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-20.23%
Shares122.1K
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES TR
21.67%
Shares367.7K
Event2026-03-31
Filed2026-05-15
STT
STATE STR CORP
9.76%
Shares227.1K
Event2026-03-31
Filed2026-05-15
ED
CONSOLIDATED EDISON INC
1.99%
Shares249.5K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
14.39%
Shares56.8K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
8.87%
Shares212.8K
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
-0.22%
Shares67.5K
Event2026-03-31
Filed2026-05-15
CCL
CARNIVAL CORP
2.52%
Shares1.1M
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
1.25%
Shares48.6K
Event2026-03-31
Filed2026-05-15
VHT
VANGUARD WORLD FD
-8.73%
Shares100.4K
Event2026-03-31
Filed2026-05-15
SPMO
INVESCO EXCH TRADED FD TR II
78.78%
Shares243.9K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
7.15%
Shares138.2K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
-2.62%
Shares169.7K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
53.82%
Shares374.2K
Event2026-03-31
Filed2026-05-15
VGSH
VANGUARD SCOTTSDALE FDS
-43.08%
Shares457.9K
Event2026-03-31
Filed2026-05-15
SCHM
SCHWAB STRATEGIC TR
-18.46%
Shares865.3K
Event2026-03-31
Filed2026-05-15
SPG
SIMON PPTY GROUP INC NEW
-26.33%
Shares142.4K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
15.60%
Shares935.2K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
24.12%
Shares116.1K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
32.73%
Shares27.1K
Event2026-03-31
Filed2026-05-15
SPYV
SPDR SERIES TRUST
9.23%
Shares461.1K
Event2026-03-31
Filed2026-05-15
UAL
UNITED AIRLS HLDGS INC
-2.03%
Shares281.7K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
23.26%
Shares136.4K
Event2026-03-31
Filed2026-05-15
FIX
COMFORT SYS USA INC
24.56%
Shares18.8K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
1.00%
Shares138.0K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
10.87%
Shares267.2K
Event2026-03-31
Filed2026-05-15
GM
GENERAL MTRS CO
25.69%
Shares345.3K
Event2026-03-31
Filed2026-05-15
DOV
DOVER CORP
4.55%
Shares123.0K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
-7.88%
Shares237.9K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
-2.73%
Shares193.4K
Event2026-03-31
Filed2026-05-15
DFAU
DIMENSIONAL ETF TRUST
70.91%
Shares555.6K
Event2026-03-31
Filed2026-05-15
EVRG
EVERGY INC
3.32%
Shares302.3K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
15.01%
Shares123.9K
Event2026-03-31
Filed2026-05-15
NULV
NUSHARES ETF TR
-20.50%
Shares540.6K
Event2026-03-31
Filed2026-05-15
NVS
NOVARTIS AG
2.95%
Shares160.8K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
5.27%
Shares119.9K
Event2026-03-31
Filed2026-05-15
TDY
TELEDYNE TECHNOLOGIES INC
-2.75%
Shares40.0K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
20.59%
Shares418.5K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-15.94%
Shares74.7K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
-26.52%
Shares112.1K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
16.17%
Shares128.7K
Event2026-03-31
Filed2026-05-15
AVXC
AMERICAN CENTY ETF TR
3.64%
Shares346.3K
Event2026-03-31
Filed2026-05-15
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
8.42%
Shares379.2K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
-2.65%
Shares134.0K
Event2026-03-31
Filed2026-05-15
ONDS
ONDAS INC
69.55%
Shares2.6M
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
-87.83%
Shares5.5K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
-6.30%
Shares126.4K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
-59.18%
Shares366.6K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-15.88%
Shares151.0K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
-5.53%
Shares235.9K
Event2026-03-31
Filed2026-05-15
UPS
UNITED PARCEL SVCS INC
14.28%
Shares229.8K
Event2026-03-31
Filed2026-05-15
DISV
DIMENSIONAL ETF TRUST
131.93%
Shares570.7K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD INTL EQUITY INDEX F
56.85%
Shares162.4K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
-10.29%
Shares423.0K
Event2026-03-31
Filed2026-05-15
LDOS
LEIDOS HOLDINGS INC
7.04%
Shares141.4K
Event2026-03-31
Filed2026-05-15
ABNB
AIRBNB INC
88.65%
Shares196.0K
Event2026-03-31
Filed2026-05-15
ULTA
ULTA BEAUTY INC
17.78%
Shares41.7K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-42.13%
Shares297.2K
Event2026-03-31
Filed2026-05-15
WAB
WABTEC
-33.96%
Shares85.6K
Event2026-03-31
Filed2026-05-15
GUNR
FLEXSHARES TR
-8.92%
Shares384.5K
Event2026-03-31
Filed2026-05-15
L
LOEWS CORP
33.12%
Shares196.4K
Event2026-03-31
Filed2026-05-15
EW
EDWARDS LIFESCIENCES CORP
3.57%
Shares260.7K
Event2026-03-31
Filed2026-05-15
VOX
VANGUARD WORLD FD
-7.10%
Shares115.0K
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
-22.83%
Shares64.4K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
0.54%
Shares69.2K
Event2026-03-31
Filed2026-05-15
XLP
SELECT SECTOR SPDR TR
5.84%
Shares248.7K
Event2026-03-31
Filed2026-05-15
OEF
ISHARES TR
-16.21%
Shares64.0K
Event2026-03-31
Filed2026-05-15
PCAR
PACCAR INC
-12.02%
Shares176.1K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
-24.64%
Shares441.0K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-38.62%
Shares102.0K
Event2026-03-31
Filed2026-05-15
VICI
VICI PPTYS INC
18.23%
Shares737.3K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
8.07%
Shares222.9K
Event2026-03-31
Filed2026-05-15
DGX
QUEST DIAGNOSTICS INC
4.32%
Shares101.8K
Event2026-03-31
Filed2026-05-15
CPK
CHESAPEAKE UTILS CORP
7.81%
Shares157.3K
Event2026-03-31
Filed2026-05-15
CINF
CINCINNATI FINL CORP
11.02%
Shares125.5K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
-36.44%
Shares345.8K
Event2026-03-31
Filed2026-05-15
EIX
EDISON INTL
30.09%
Shares266.7K
Event2026-03-31
Filed2026-05-15
DAL
DELTA AIR LINES INC
14.96%
Shares293.3K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
-2.79%
Shares79.6K
Event2026-03-31
Filed2026-05-15
MLI
MUELLER INDS INC
13.36%
Shares174.7K
Event2026-03-31
Filed2026-05-15
VONE
VANGUARD SCOTTSDALE FDS
-0.99%
Shares65.1K
Event2026-03-31
Filed2026-05-15
VGLT
VANGUARD SCOTTSDALE FDS
-29.94%
Shares346.7K
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD MALVERN FDS
167.94%
Shares384.2K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
2.01%
Shares73.6K
Event2026-03-31
Filed2026-05-15
PCG
PG&E CORP
39.88%
Shares1.1M
Event2026-03-31
Filed2026-05-15
SDY
SPDR SERIES TRUST
18.18%
Shares130.6K
Event2026-03-31
Filed2026-05-15
IBDW
ISHARES TR
-53.14%
Shares909.5K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
14.97%
Shares319.4K
Event2026-03-31
Filed2026-05-15
VRT
VERTIV HOLDINGS CO
96.47%
Shares74.9K
Event2026-03-31
Filed2026-05-15
ECL
ECOLAB INC
-5.66%
Shares70.2K
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
-18.38%
Shares94.2K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
33.37%
Shares177.6K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
69.75%
Shares43.4K
Event2026-03-31
Filed2026-05-15
FOXA
FOX CORP
13.88%
Shares314.2K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
-3.64%
Shares150.2K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-5.62%
Shares36.7K
Event2026-03-31
Filed2026-05-15
SCHZ
SCHWAB STRATEGIC TR
-19.01%
Shares760.7K
Event2026-03-31
Filed2026-05-15
FNCL
FIDELITY COVINGTON TRUST
1.24%
Shares251.6K
Event2026-03-31
Filed2026-05-15
MDYV
SPDR SERIES TRUST
1.67%
Shares206.7K
Event2026-03-31
Filed2026-05-15
CRH PLC
CRH PLC
-18.73%
Shares166.9K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
19.00%
Shares611.0K
Event2026-03-31
Filed2026-05-15
USFR
WISDOMTREE TR
8.01%
Shares345.8K
Event2026-03-31
Filed2026-05-15
GSLC
GOLDMAN SACHS ETF TR
-1.46%
Shares138.1K
Event2026-03-31
Filed2026-05-15
TER
TERADYNE INC
44.03%
Shares58.2K
Event2026-03-31
Filed2026-05-15
CVLC
MORGAN STANLEY ETF TRUST
-22.61%
Shares215.1K
Event2026-03-31
Filed2026-05-15
THE CIGNA GROUP
THE CIGNA GROUP
34.67%
Shares64.5K
Event2026-03-31
Filed2026-05-15
HSBC
HSBC HLDGS PLC
1.22%
Shares206.2K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
14.79%
Shares69.0K
Event2026-03-31
Filed2026-05-15
BNDW
VANGUARD SCOTTSDALE FDS
-22.72%
Shares245.4K
Event2026-03-31
Filed2026-05-15
DIA
STATE STR SPDR DOW JONES IND
27.43%
Shares38.7K
Event2026-03-31
Filed2026-05-15
MMC
MARSH & MCLENNAN COS INC
47.95%
Shares96.5K
Event2026-03-31
Filed2026-05-15
VCR
VANGUARD WORLD FD
-2.62%
Shares46.6K
Event2026-03-31
Filed2026-05-15
AMP
AMERIPRISE FINL INC
5.15%
Shares37.5K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
-15.12%
Shares90.2K
Event2026-03-31
Filed2026-05-15
IDMO
INVESCO EXCH TRADED FD TR II
713.78%
Shares303.0K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
-6.45%
Shares26.9K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
-76.27%
Shares177.4K
Event2026-03-31
Filed2026-05-15
FHLC
FIDELITY COVINGTON TRUST
1.29%
Shares234.3K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
-1.54%
Shares325.0K
Event2026-03-31
Filed2026-05-15
ZM
ZOOM COMMUNICATIONS INC
-13.99%
Shares202.0K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
-48.90%
Shares319.3K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
-0.54%
Shares310.3K
Event2026-03-31
Filed2026-05-15
URI
UNITED RENTALS INC
-11.68%
Shares22.0K
Event2026-03-31
Filed2026-05-15
PFFD
GLOBAL X FDS
-38.43%
Shares862.9K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
7.58%
Shares186.2K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
-13.53%
Shares142.3K
Event2026-03-31
Filed2026-05-15
DFSU
DIMENSIONAL ETF TRUST
32.24%
Shares383.2K
Event2026-03-31
Filed2026-05-15
MAR
MARRIOTT INTL INC NEW
2.44%
Shares47.9K
Event2026-03-31
Filed2026-05-15
TLT
ISHARES TR
54.45%
Shares180.8K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
-34.64%
Shares136.0K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
25.56%
Shares71.9K
Event2026-03-31
Filed2026-05-15
FCOM
FIDELITY COVINGTON TRUST
-0.28%
Shares228.3K
Event2026-03-31
Filed2026-05-15
SMMV
ISHARES TR
-18.66%
Shares355.5K
Event2026-03-31
Filed2026-05-15
REGN
REGENERON PHARMACEUTICALS
32.49%
Shares20.1K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
6.52%
Shares67.0K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
3.18%
Shares53.5K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
0.68%
Shares68.1K
Event2026-03-31
Filed2026-05-15
GIS
GENERAL MILLS INC
21.02%
Shares411.0K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
3.11%
Shares38.9K
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
7.88%
Shares125.2K
Event2026-03-31
Filed2026-05-15
JMTG
J P MORGAN EXCHANGE TRADED F
-69.29%
Shares297.3K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES TR
-18.29%
Shares215.8K
Event2026-03-31
Filed2026-05-15
DVN
DEVON ENERGY CORP NEW
88.91%
Shares299.5K
Event2026-03-31
Filed2026-05-15
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares76.4K
Event2026-03-31
Filed2026-05-15
WMB
WILLIAMS COS INC
-3.12%
Shares206.2K
Event2026-03-31
Filed2026-05-15
LEVI
LEVI STRAUSS & CO NEW
14.00%
Shares810.2K
Event2026-03-31
Filed2026-05-15
DHI
D R HORTON INC
-65.52%
Shares108.8K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
19.45%
Shares135.1K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
-2.34%
Shares34.5K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
4.96%
Shares34.3K
Event2026-03-31
Filed2026-05-15
FTI
TECHNIPFMC PLC
33.40%
Shares215.1K
Event2026-03-31
Filed2026-05-15
CSX
CSX CORP
-1.22%
Shares361.9K
Event2026-03-31
Filed2026-05-15
MGV
VANGUARD WORLD FD
262.65%
Shares102.2K
Event2026-03-31
Filed2026-05-15
ITA
ISHARES TR
0.01%
Shares67.6K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
24.11%
Shares15.1K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHS FDS
79.61%
Shares322.1K
Event2026-03-31
Filed2026-05-15
RMD
RESMED INC
-6.80%
Shares65.2K
Event2026-03-31
Filed2026-05-15
HST
HOST HOTELS & RESORTS INC
16.70%
Shares763.0K
Event2026-03-31
Filed2026-05-15
SAN
BANCO SANTANDER SA
5.60%
Shares1.3M
Event2026-03-31
Filed2026-05-15
BSJQ
INVESCO EXCH TRD SLF IDX FD
43.08%
Shares623.4K
Event2026-03-31
Filed2026-05-15
LITE
LUMENTUM HLDGS INC
70.28%
Shares20.4K
Event2026-03-31
Filed2026-05-15
HOOD
ROBINHOOD MKTS INC
-4.41%
Shares205.0K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-27.31%
Shares298.0K
Event2026-03-31
Filed2026-05-15
IJJ
ISHARES TR
145.90%
Shares106.5K
Event2026-03-31
Filed2026-05-15
PWR
QUANTA SVCS INC
-9.12%
Shares25.4K
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
0.07%
Shares300.7K
Event2026-03-31
Filed2026-05-15
PRIM
PRIMORIS SVCS CORP
-20.05%
Shares97.3K
Event2026-03-31
Filed2026-05-15
BSJR
INVESCO EXCH TRD SLF IDX FD
39.45%
Shares617.6K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
2.12%
Shares65.4K
Event2026-03-31
Filed2026-05-15
AVSU
AMERICAN CENTY ETF TR
20.56%
Shares184.7K
Event2026-03-31
Filed2026-05-15
TOL
TOLL BROTHERS INC
65.29%
Shares100.1K
Event2026-03-31
Filed2026-05-15
DFLV
DIMENSIONAL ETF TRUST
5119.13%
Shares380.3K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-4.26%
Shares54.8K
Event2026-03-31
Filed2026-05-15
JBHT
HUNT J B TRANS SVCS INC
27.93%
Shares63.8K
Event2026-03-31
Filed2026-05-15
RSG
REPUBLIC SVCS INC
-11.75%
Shares61.7K
Event2026-03-31
Filed2026-05-15
WRD
WERIDE INC
-36.29%
Shares1.7M
Event2026-03-31
Filed2026-05-15
LNG
CHENIERE ENERGY INC
-3.30%
Shares47.3K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
-12.45%
Shares161.5K
Event2026-03-31
Filed2026-05-15
CIEN
CIENA CORP
19.74%
Shares34.3K
Event2026-03-31
Filed2026-05-15
EXLS
EXLSERVICE HLDGS INC
13.66%
Shares432.6K
Event2026-03-31
Filed2026-05-15
XCEM
COLUMBIA ETF TR II
-56.17%
Shares321.0K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES TR
23.40%
Shares110.4K
Event2026-03-31
Filed2026-05-15
VWOB
VANGUARD WHITEHALL FDS
-41.41%
Shares198.3K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
-4.40%
Shares344.0K
Event2026-03-31
Filed2026-05-15
WRB
BERKLEY W R CORP
1.66%
Shares196.1K
Event2026-03-31
Filed2026-05-15
EMXC
ISHARES INC
-15.80%
Shares164.5K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
16.37%
Shares45.7K
Event2026-03-31
Filed2026-05-15
LMBS
FIRST TR EXCHANGE-TRADED FD
5028.75%
Shares255.8K
Event2026-03-31
Filed2026-05-15
TFLO
ISHARES TR
-3.03%
Shares248.5K
Event2026-03-31
Filed2026-05-15
EXPE
EXPEDIA GROUP INC
-16.35%
Shares54.4K
Event2026-03-31
Filed2026-05-15
EME
EMCOR GROUP INC
71.03%
Shares16.9K
Event2026-03-31
Filed2026-05-15
BSJS
INVESCO EXCH TRD SLF IDX FD
24.11%
Shares572.7K
Event2026-03-31
Filed2026-05-15
DLR
DIGITAL RLTY TR INC
18.21%
Shares68.8K
Event2026-03-31
Filed2026-05-15
NTRA
NATERA INC
-1.40%
Shares61.9K
Event2026-03-31
Filed2026-05-15
USMC
PRINCIPAL EXCHANGE TRADED FD
-78.53%
Shares191.9K
Event2026-03-31
Filed2026-05-15
CELESTICA INC
CELESTICA INC
-17.17%
Shares43.8K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC CORP
90.29%
Shares196.0K
Event2026-03-31
Filed2026-05-15
POWA
INVESCO EXCH TRD SLF IDX FD
-1.25%
Shares142.4K
Event2026-03-31
Filed2026-05-15
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-2.43%
Shares565.9K
Event2026-03-31
Filed2026-05-15
CAPR
CAPRICOR THERAPEUTICS INC
New
Shares403.0K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
41.58%
Shares365.1K
Event2026-03-31
Filed2026-05-15
DFIS
DIMENSIONAL ETF TRUST
256.28%
Shares356.2K
Event2026-03-31
Filed2026-05-15
IGSB
ISHARES TR
-8.91%
Shares228.1K
Event2026-03-31
Filed2026-05-15
VIGI
VANGUARD WHITEHALL FDS
16.31%
Shares135.5K
Event2026-03-31
Filed2026-05-15
HYD
VANECK ETF TRUST
-2.99%
Shares238.9K
Event2026-03-31
Filed2026-05-15
UTHR
UNITED THERAPEUTICS CORP DEL
-25.16%
Shares20.2K
Event2026-03-31
Filed2026-05-15
GRMN
GARMIN LTD
-10.73%
Shares51.2K
Event2026-03-31
Filed2026-05-15
SNDK
SANDISK CORP
-1.84%
Shares18.6K
Event2026-03-31
Filed2026-05-15
CCK
CROWN HLDGS INC
104.12%
Shares117.9K
Event2026-03-31
Filed2026-05-15
VST
VISTRA CORP
2.92%
Shares78.6K
Event2026-03-31
Filed2026-05-15
RS
RELIANCE INC
8.69%
Shares38.9K
Event2026-03-31
Filed2026-05-15
LHX
L3HARRIS TECHNOLOGIES INC
21.17%
Shares34.2K
Event2026-03-31
Filed2026-05-15
CRUS
CIRRUS LOGIC INC
267.52%
Shares81.3K
Event2026-03-31
Filed2026-05-15
BILS
SPDR SERIES TRUST
185.43%
Shares118.0K
Event2026-03-31
Filed2026-05-15
MINT
PIMCO ETF TR
-31.59%
Shares116.0K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
-7.77%
Shares39.8K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-10.93%
Shares79.6K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-5.25%
Shares70.2K
Event2026-03-31
Filed2026-05-15
NDAQ
NASDAQ INC
-35.62%
Shares135.7K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
0.55%
Shares37.9K
Event2026-03-31
Filed2026-05-15
FIDU
FIDELITY COVINGTON TRUST
-5.10%
Shares131.5K
Event2026-03-31
Filed2026-05-15
CNC
CENTENE CORP DEL
8.18%
Shares346.1K
Event2026-03-31
Filed2026-05-15
SMLF
ISHARES TR
-8.74%
Shares149.8K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
30.45%
Shares28.8K
Event2026-03-31
Filed2026-05-15
XLG
INVESCO EXCHANGE TRADED FD T
-32.82%
Shares206.1K
Event2026-03-31
Filed2026-05-15
TPR
TAPESTRY INC
39.36%
Shares79.5K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
-11.19%
Shares364.9K
Event2026-03-31
Filed2026-05-15
FOX
FOX CORP
3.94%
Shares206.8K
Event2026-03-31
Filed2026-05-15
MPWR
MONOLITHIC PWR SYS INC
12.40%
Shares10.0K
Event2026-03-31
Filed2026-05-15
CBRE
CBRE GROUP INC
0.54%
Shares80.8K
Event2026-03-31
Filed2026-05-15
FTNT
FORTINET INC
9.69%
Shares134.0K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
35.34%
Shares92.1K
Event2026-03-31
Filed2026-05-15
FNDX
SCHWAB STRATEGIC TR
3.12%
Shares392.1K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
12.61%
Shares28.5K
Event2026-03-31
Filed2026-05-15
VRSN
VERISIGN INC
3.92%
Shares43.4K
Event2026-03-31
Filed2026-05-15
HPE
HEWLETT PACKARD ENTERPRISE C
45.31%
Shares444.1K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
2.77%
Shares15.4K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
5.10%
Shares228.5K
Event2026-03-31
Filed2026-05-15
CVS
CVS HEALTH CORP
3.34%
Shares145.8K
Event2026-03-31
Filed2026-05-15
PEG
PUBLIC SVC ENTERPRISE GROUP
-2.63%
Shares129.3K
Event2026-03-31
Filed2026-05-15
UNM
UNUM GROUP
-73.57%
Shares142.8K
Event2026-03-31
Filed2026-05-15
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
219.43%
Shares197.2K
Event2026-03-31
Filed2026-05-15
AR
ANTERO RESOURCES CORP
308.12%
Shares245.3K
Event2026-03-31
Filed2026-05-15
AJG
GALLAGHER ARTHUR J & CO
-69.36%
Shares47.6K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
-44.39%
Shares25.8K
Event2026-03-31
Filed2026-05-15
AGX
ARGAN INC
0.90%
Shares18.8K
Event2026-03-31
Filed2026-05-15
MCO
MOODYS CORP
9.23%
Shares23.4K
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES TR
83.76%
Shares73.6K
Event2026-03-31
Filed2026-05-15
SPTS
SPDR SERIES TRUST
-16.67%
Shares349.0K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
-4.45%
Shares22.8K
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
35.50%
Shares103.3K
Event2026-03-31
Filed2026-05-15
TM
TOYOTA MOTOR CORP
1.34%
Shares48.9K
Event2026-03-31
Filed2026-05-15
THC
TENET HEALTHCARE CORP
25.32%
Shares52.9K
Event2026-03-31
Filed2026-05-15
EMB
ISHARES TR
-34.80%
Shares105.9K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
MERCER GLOBAL ADVISORS INC /ADV Institutional Holdings, Portfolio & P&L β€” TradeFomo