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The Analysis of Milestone Investment Advisors LLC's Holdings & P&L

Currently, Milestone Investment Advisors LLC holds 139 types of securities in its portfolio with a total value $414.0M. In the most recent quarter, they have increased their positions in VO (+5.3K shares, valued at $1.5M), AVDE (+16.9K shares, valued at $1.4M), SMMU (+22.0K shares, valued at $1.1M); decreased their positions in SCHD (-15.5K shares, valued at $475.4K), XMHQ (-2.6K shares, valued at $273.0K), SCHX (-10.2K shares, valued at $262.7K); initiated new positions in N/A (+28.4K shares, valued at $727.6K), NWLG (+1.2K shares, valued at $39.0K), AVSD (+518 shares, valued at $38.2K).

1M P&L

+15.2M+3.53%

3M P&L

-111.0M-19.94%

HY P&L

-93.1M-17.29%

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/A404.3M

100.0%

2Oil & Gas Midstream7.7K

0.0%

Top Industries by Stock Count

1N/A132 stocks

99.2%

2Oil & Gas Midstream1 stocks

0.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO EXCHANGE TRADED FD T528.1K shares0.42%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR1.0M shares0.75%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR1.0M shares-1.01%2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST326.1K shares1.96%2026-03-312026-05-05

VUG VANGUARD INDEX FDS40.9K shares-1.14%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR533.2K shares-1.53%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR274.2K shares-0.60%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR141.5K shares13.60%2026-03-312026-05-05

Sponsored

VYM VANGUARD WHITEHALL FDS80.4K shares6.71%2026-03-312026-05-05

VO VANGUARD INDEX FDS39.5K shares15.34%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F238.5K shares0.08%2026-03-312026-05-05

IVV ISHARES TR16.7K shares3.92%2026-03-312026-05-05

SUSB ISHARES TR422.4K shares1.28%2026-03-312026-05-05

USFR WISDOMTREE TR207.8K shares-0.33%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR336.6K shares-0.10%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS123.6K shares3.12%2026-03-312026-05-05

Sponsored

FNDX SCHWAB STRATEGIC TR346.9K shares4.11%2026-03-312026-05-05

EMNT PIMCO ETF TR97.1K shares1.39%2026-03-312026-05-05

SCHO SCHWAB STRATEGIC TR390.3K shares6.43%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS82.6K shares2.53%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR256.1K shares7.99%2026-03-312026-05-05

FESM FIDELITY COVINGTON TRUST159.8K shares5.54%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR195.4K shares-7.35%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR43.2K shares-3.52%2026-03-312026-05-05

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE130.5K shares11.84%2026-03-312026-05-05

IWY ISHARES TR21.3K shares0.70%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.4K shares1.15%2026-03-312026-05-05

VTI VANGUARD INDEX FDS14.9K shares1.24%2026-03-312026-05-05

USMV ISHARES TR48.9K shares0.50%2026-03-312026-05-05

IGM ISHARES TR36.3K shares0.43%2026-03-312026-05-05

JSCP J P MORGAN EXCHANGE TRADED F90.4K shares-5.51%2026-03-312026-05-05

VTV VANGUARD INDEX FDS19.8K shares-0.22%2026-03-312026-05-05

Sponsored

VRIG INVESCO ACTIVELY MANAGED EXC145.6K shares1.38%2026-03-312026-05-05

IQLT ISHARES TR76.0K shares-6.10%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II46.4K shares-0.46%2026-03-312026-05-05

SMMU PIMCO ETF TR65.8K shares50.32%2026-03-312026-05-05

SPYX SPDR SERIES TRUST61.5K shares1.08%2026-03-312026-05-05

JUST GOLDMAN SACHS ETF TR27.5K shares-0.66%2026-03-312026-05-05

XMHQ INVESCO EXCHANGE TRADED FD T22.9K shares-10.33%2026-03-312026-05-05

SPGP INVESCO EXCHANGE TRADED FD T21.0K shares-10.14%2026-03-312026-05-05

Sponsored

VXUS VANGUARD STAR FDS27.9K shares62.47%2026-03-312026-05-05

FBCG FIDELITY COVINGTON TRUST40.6K shares28.46%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS28.2K shares5.68%2026-03-312026-05-05

SUSA ISHARES TR13.1K shares0.26%2026-03-312026-05-05

OMFL INVESCO EXCH TRD SLF IDX FD26.6K shares-3.78%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR54.4K shares-0.60%2026-03-312026-05-05

LGLV SPDR SERIES TRUST7.9K shares-3.42%2026-03-312026-05-05

IJR ISHARES TR10.6K shares-6.71%2026-03-312026-05-05

Sponsored

IBB ISHARES TR7.3K shares2.09%2026-03-312026-05-05

CGMU CAPITAL GRP FIXED INCM ETF T45.1K shares129.09%2026-03-312026-05-05

NULV NUSHARES ETF TR19.9K shares64.07%2026-03-312026-05-05

EFG ISHARES TR8.1K shares1.06%2026-03-312026-05-05

FNDB SCHWAB STRATEGIC TR30.5K shares-6.77%2026-03-312026-05-05

ESGV VANGUARD WORLD FD7.2K shares2.93%2026-03-312026-05-05

AIQ GLOBAL X FDS16.6K shares16.70%2026-03-312026-05-05

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I28.4K sharesnew addition2026-03-312026-05-05

Sponsored

SCHV SCHWAB STRATEGIC TR21.9K shares0.00%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR13.4K shares0.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS2.3K shares0.35%2026-03-312026-05-05

EUSB ISHARES TR13.1K shares-1.12%2026-03-312026-05-05

DSI ISHARES TR4.7K shares5.01%2026-03-312026-05-05

JMUB J P MORGAN EXCHANGE TRADED F10.9K shares2.78%2026-03-312026-05-05

HELO J P MORGAN EXCHANGE TRADED F8.4K shares4.63%2026-03-312026-05-05

ESGD ISHARES TR5.4K shares0.00%2026-03-312026-05-05

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T18.1K shares-4.40%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR3.3K shares228.86%2026-03-312026-05-05

VOT VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-05

ILCG ISHARES TR4.8K shares-8.53%2026-03-312026-05-05

LRGE LEGG MASON ETF INVT5.9K shares0.00%2026-03-312026-05-05

ESGG FLEXSHARES TR1.9K shares-5.93%2026-03-312026-05-05

MEAR ISHARES U S ETF TR7.4K shares2.20%2026-03-312026-05-05

ESGU ISHARES TR2.6K shares0.04%2026-03-312026-05-05

Sponsored

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-05

XNTK SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS4.1K shares14.14%2026-03-312026-05-05

USXF ISHARES TR5.7K shares-0.16%2026-03-312026-05-05

EFV ISHARES TR4.2K shares0.00%2026-03-312026-05-05

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-03-312026-05-05

ESG FLEXSHARES TR1.8K shares-1.12%2026-03-312026-05-05

Sponsored

FNDF SCHWAB STRATEGIC TR5.3K shares-2.96%2026-03-312026-05-05

RAFE PIMCO EQUITY SER6.0K shares0.05%2026-03-312026-05-05

SCHR SCHWAB STRATEGIC TR9.5K shares119.40%2026-03-312026-05-05

VSGX VANGUARD WORLD FD3.2K shares-2.04%2026-03-312026-05-05

HYXF ISHARES TR4.8K shares-4.35%2026-03-312026-05-05

DWX SPDR INDEX SHS FDS4.8K shares104.38%2026-03-312026-05-05

GRW TCW ETF TRUST7.1K shares0.00%2026-03-312026-05-05

QUAL ISHARES TR1.0K shares0.00%2026-03-312026-05-05

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-05

VCEB VANGUARD WORLD FD2.8K shares-5.35%2026-03-312026-05-05

MUNI PIMCO ETF TR3.4K shares0.00%2026-03-312026-05-05

DMXF ISHARES TR2.3K shares0.00%2026-03-312026-05-05

IWP ISHARES TR1.3K shares0.00%2026-03-312026-05-05

IWO ISHARES TR457 shares0.00%2026-03-312026-05-05

NULG NUSHARES ETF TR1.5K shares0.00%2026-03-312026-05-05

IWF ISHARES TR311 shares0.00%2026-03-312026-05-05

Sponsored

EFIV SPDR SERIES TRUST2.0K shares99.12%2026-03-312026-05-05

IVW ISHARES TR1.1K shares0.00%2026-03-312026-05-05

VBK VANGUARD INDEX FDS388 shares0.00%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T173 shares0.00%2026-03-312026-05-05

IDU ISHARES TR940 shares0.00%2026-03-312026-05-05

IWB ISHARES TR300 shares0.00%2026-03-312026-05-05

DIHP DIMENSIONAL ETF TRUST3.3K shares0.00%2026-03-312026-05-05

XJR ISHARES TR2.2K shares0.00%2026-03-312026-05-05

Sponsored

IWM ISHARES TR360 shares0.00%2026-03-312026-05-05

IJJ ISHARES TR669 shares0.00%2026-03-312026-05-05

SUSC ISHARES TR3.0K shares0.00%2026-03-312026-05-05

IMFL INVESCO EXCH TRD SLF IDX FD2.1K shares0.00%2026-03-312026-05-05

NUSC NUSHARES ETF TR1.4K shares0.00%2026-03-312026-05-05

IJK ISHARES TR608 shares0.00%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-05

IWR ISHARES TR562 shares0.00%2026-03-312026-05-05

Sponsored

MGC VANGUARD WORLD FD176 shares0.00%2026-03-312026-05-05

NWLG NUSHARES ETF TR1.2K sharesnew addition2026-03-312026-05-05

AVSD AMERICAN CENTY ETF TR518 sharesnew addition2026-03-312026-05-05

AOR ISHARES TR555 shares0.00%2026-03-312026-05-05

PPA INVESCO EXCHANGE TRADED FD T214 shares0.00%2026-03-312026-05-05

XAR SPDR SERIES TRUST136 shares0.00%2026-03-312026-05-05

FEOE RBB FUND TRUST620 sharesnew addition2026-03-312026-05-05

LCTU BLACKROCK ETF TRUST333 shares0.00%2026-03-312026-05-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS34 shares-8.11%2026-03-312026-05-05

LCTD BLACKROCK ETF TRUST276 shares-8.31%2026-03-312026-05-05

IWN ISHARES TR76 shares0.00%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR423 shares0.00%2026-03-312026-05-05

GLD SPDR GOLD TR32 shares0.00%2026-03-312026-05-05

ESML ISHARES TR291 sharesnew addition2026-03-312026-05-05

IWD ISHARES TR60 shares0.00%2026-03-312026-05-05

GRNY TIDAL TRUST I425 sharesnew addition2026-03-312026-05-05

Sponsored

IVES WEDBUSH SER TR335 sharesnew addition2026-03-312026-05-05

ET ENERGY TRANSFER L P400 sharesnew addition2026-03-312026-05-05

HYDB ISHARES TR140 shares0.00%2026-03-312026-05-05

XJH ISHARES TR120 shares0.00%2026-03-312026-05-05

AOA ISHARES TR57 shares14.00%2026-03-312026-05-05

IZRL ARK ETF TR186 shares0.00%2026-03-312026-05-05

EUAD SPINNAKER ETF SERIES118 shares0.00%2026-03-312026-05-05

GDX VANECK ETF TRUST49 sharesnew addition2026-03-312026-05-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF103 shares-45.50%2026-03-312026-05-05

TOKE CAMBRIA ETF TR620 shares0.00%2026-03-312026-05-05

RSPE INVESCO EXCH TRADED FD TR II87 shares0.00%2026-03-312026-05-05

SPHQ

INVESCO EXCHANGE TRADED FD T

0.42%

Shares528.1K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

0.75%

Shares1.0M

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

-1.01%

Shares1.0M

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

1.96%

Shares326.1K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-1.14%

Shares40.9K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

-1.53%

Shares533.2K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

-0.60%

Shares274.2K

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

13.60%

Shares141.5K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

6.71%

Shares80.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

15.34%

Shares39.5K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

0.08%

Shares238.5K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

3.92%

Shares16.7K

Event2026-03-31

Filed2026-05-05

SUSB

ISHARES TR

1.28%

Shares422.4K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-0.33%

Shares207.8K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

-0.10%

Shares336.6K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

3.12%

Shares123.6K

Event2026-03-31

Filed2026-05-05

FNDX

SCHWAB STRATEGIC TR

4.11%

Shares346.9K

Event2026-03-31

Filed2026-05-05

EMNT

PIMCO ETF TR

1.39%

Shares97.1K

Event2026-03-31

Filed2026-05-05

SCHO

SCHWAB STRATEGIC TR

6.43%

Shares390.3K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

2.53%

Shares82.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

7.99%

Shares256.1K

Event2026-03-31

Filed2026-05-05

FESM

FIDELITY COVINGTON TRUST

5.54%

Shares159.8K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-7.35%

Shares195.4K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-3.52%

Shares43.2K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

11.84%

Shares130.5K

Event2026-03-31

Filed2026-05-05

IWY

ISHARES TR

0.70%

Shares21.3K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

1.15%

Shares27.4K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

1.24%

Shares14.9K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

0.50%

Shares48.9K

Event2026-03-31

Filed2026-05-05

IGM

ISHARES TR

0.43%

Shares36.3K

Event2026-03-31

Filed2026-05-05

JSCP

J P MORGAN EXCHANGE TRADED F

-5.51%

Shares90.4K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-0.22%

Shares19.8K

Event2026-03-31

Filed2026-05-05

VRIG

INVESCO ACTIVELY MANAGED EXC

1.38%

Shares145.6K

Event2026-03-31

Filed2026-05-05

IQLT

ISHARES TR

-6.10%

Shares76.0K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

-0.46%

Shares46.4K

Event2026-03-31

Filed2026-05-05

SMMU

PIMCO ETF TR

50.32%

Shares65.8K

Event2026-03-31

Filed2026-05-05

SPYX

SPDR SERIES TRUST

1.08%

Shares61.5K

Event2026-03-31

Filed2026-05-05

JUST

GOLDMAN SACHS ETF TR

-0.66%

Shares27.5K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO EXCHANGE TRADED FD T

-10.33%

Shares22.9K

Event2026-03-31

Filed2026-05-05

SPGP

INVESCO EXCHANGE TRADED FD T

-10.14%

Shares21.0K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

62.47%

Shares27.9K

Event2026-03-31

Filed2026-05-05

FBCG

FIDELITY COVINGTON TRUST

28.46%

Shares40.6K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

5.68%

Shares28.2K

Event2026-03-31

Filed2026-05-05

SUSA

ISHARES TR

0.26%

Shares13.1K

Event2026-03-31

Filed2026-05-05

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.78%

Shares26.6K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-0.60%

Shares54.4K

Event2026-03-31

Filed2026-05-05

LGLV

SPDR SERIES TRUST

-3.42%

Shares7.9K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-6.71%

Shares10.6K

Event2026-03-31

Filed2026-05-05

IBB

ISHARES TR

2.09%

Shares7.3K

Event2026-03-31

Filed2026-05-05

CGMU

CAPITAL GRP FIXED INCM ETF T

129.09%

Shares45.1K

Event2026-03-31

Filed2026-05-05

NULV

NUSHARES ETF TR

64.07%

Shares19.9K

Event2026-03-31

Filed2026-05-05

EFG

ISHARES TR

1.06%

Shares8.1K

Event2026-03-31

Filed2026-05-05

FNDB

SCHWAB STRATEGIC TR

-6.77%

Shares30.5K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

2.93%

Shares7.2K

Event2026-03-31

Filed2026-05-05

AIQ

GLOBAL X FDS

16.70%

Shares16.6K

Event2026-03-31

Filed2026-05-05

IMPAX FUNDS SERIES TRUST I

New

Shares28.4K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.35%

Shares2.3K

Event2026-03-31

Filed2026-05-05

EUSB

ISHARES TR

-1.12%

Shares13.1K

Event2026-03-31

Filed2026-05-05

DSI

ISHARES TR

5.01%

Shares4.7K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

2.78%

Shares10.9K

Event2026-03-31

Filed2026-05-05

HELO

J P MORGAN EXCHANGE TRADED F

4.63%

Shares8.4K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-05

CGMS

CAPITAL GRP FIXED INCM ETF T

-4.40%

Shares18.1K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

228.86%

Shares3.3K

Event2026-03-31

Filed2026-05-05

VOT

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

ILCG

ISHARES TR

-8.53%

Shares4.8K

Event2026-03-31

Filed2026-05-05

LRGE

LEGG MASON ETF INVT

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-05

ESGG

FLEXSHARES TR

-5.93%

Shares1.9K

Event2026-03-31

Filed2026-05-05

MEAR

ISHARES U S ETF TR

2.20%

Shares7.4K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

XNTK

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

14.14%

Shares4.1K

Event2026-03-31

Filed2026-05-05

USXF

ISHARES TR

-0.16%

Shares5.7K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

ESG

FLEXSHARES TR

-1.12%

Shares1.8K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

-2.96%

Shares5.3K

Event2026-03-31

Filed2026-05-05

RAFE

PIMCO EQUITY SER

0.05%

Shares6.0K

Event2026-03-31

Filed2026-05-05

SCHR

SCHWAB STRATEGIC TR

119.40%

Shares9.5K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

-2.04%

Shares3.2K

Event2026-03-31

Filed2026-05-05

HYXF

ISHARES TR

-4.35%

Shares4.8K

Event2026-03-31

Filed2026-05-05

DWX

SPDR INDEX SHS FDS

104.38%

Shares4.8K

Event2026-03-31

Filed2026-05-05

GRW

TCW ETF TRUST

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

VCEB

VANGUARD WORLD FD

-5.35%

Shares2.8K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO ETF TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

DMXF

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES TR

0.00%

Shares457

Event2026-03-31

Filed2026-05-05

NULG

NUSHARES ETF TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares311

Event2026-03-31

Filed2026-05-05

EFIV

SPDR SERIES TRUST

99.12%

Shares2.0K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

0.00%

Shares388

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares173

Event2026-03-31

Filed2026-05-05

IDU

ISHARES TR

0.00%

Shares940

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

0.00%

Shares300

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

XJR

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

0.00%

Shares360

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

0.00%

Shares669

Event2026-03-31

Filed2026-05-05

SUSC

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

IMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-05

NUSC

NUSHARES ETF TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

IJK

ISHARES TR

0.00%

Shares608

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

0.00%

Shares562

Event2026-03-31

Filed2026-05-05

MGC

VANGUARD WORLD FD

0.00%

Shares176

Event2026-03-31

Filed2026-05-05

NWLG

NUSHARES ETF TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

AVSD

AMERICAN CENTY ETF TR

New

Shares518

Event2026-03-31

Filed2026-05-05

AOR

ISHARES TR

0.00%

Shares555

Event2026-03-31

Filed2026-05-05

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares214

Event2026-03-31

Filed2026-05-05

XAR

SPDR SERIES TRUST

0.00%

Shares136

Event2026-03-31

Filed2026-05-05

FEOE

RBB FUND TRUST

New

Shares620

Event2026-03-31

Filed2026-05-05

LCTU

BLACKROCK ETF TRUST

0.00%

Shares333

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-8.11%

Shares34

Event2026-03-31

Filed2026-05-05

LCTD

BLACKROCK ETF TRUST

-8.31%

Shares276

Event2026-03-31

Filed2026-05-05

IWN

ISHARES TR

0.00%

Shares76

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares423

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.00%

Shares32

Event2026-03-31

Filed2026-05-05

ESML

ISHARES TR

New

Shares291

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

0.00%

Shares60

Event2026-03-31

Filed2026-05-05

GRNY

TIDAL TRUST I

New

Shares425

Event2026-03-31

Filed2026-05-05

IVES

WEDBUSH SER TR

New

Shares335

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

New

Shares400

Event2026-03-31

Filed2026-05-05

HYDB

ISHARES TR

0.00%

Shares140

Event2026-03-31

Filed2026-05-05

XJH

ISHARES TR

0.00%

Shares120

Event2026-03-31

Filed2026-05-05

AOA

ISHARES TR

14.00%

Shares57

Event2026-03-31

Filed2026-05-05

IZRL

ARK ETF TR

0.00%

Shares186

Event2026-03-31

Filed2026-05-05

EUAD

SPINNAKER ETF SERIES

0.00%

Shares118

Event2026-03-31

Filed2026-05-05

GDX

VANECK ETF TRUST

New

Shares49

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

-45.50%

Shares103

Event2026-03-31

Filed2026-05-05

TOKE

CAMBRIA ETF TR

0.00%

Shares620

Event2026-03-31

Filed2026-05-05

RSPE

INVESCO EXCH TRADED FD TR II

0.00%

Shares87

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available