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The Analysis of Mill Creek Capital Advisors, LLC's Holdings & P&L

Currently, Mill Creek Capital Advisors, LLC holds 260 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in IEFA (+231.5K shares, valued at $21.0M), IXUS (+130.7K shares, valued at $11.3M), IEMG (+115.7K shares, valued at $8.1M); decreased their positions in VGSH (-135.7K shares, valued at $7.9M), JNJ (-10.5K shares, valued at $2.6M), SCZ (-25.7K shares, valued at $2.0M); initiated new positions in FSBC (+46.6K shares, valued at $1.8M), ELV (+3.5K shares, valued at $1.0M), ARCC (+39.2K shares, valued at $706.8K).

1M P&L

+166.9M+3.34%

3M P&L

-5.6B-51.99%

HY P&L

-5.4B-51.28%

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/A4.5B

94.8%

2Drug Manufacturers - General52.0M

1.1%

3Consumer Electronics43.1M

0.9%

Top Industries by Stock Count

1N/A130 stocks

56.3%

2Asset Management6 stocks

2.6%

3Drug Manufacturers - General5 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS2.5M shares0.62%2026-03-312026-05-14

VTV VANGUARD INDEX FDS5.2M shares0.32%2026-03-312026-05-14

IXUS ISHARES TR5.4M shares2.50%2026-03-312026-05-14

IEFA ISHARES TR4.6M shares5.26%2026-03-312026-05-14

IEMG ISHARES INC2.5M shares4.84%2026-03-312026-05-14

AGG ISHARES TR1.3M shares3.03%2026-03-312026-05-14

GOVT ISHARES TR5.1M shares2.99%2026-03-312026-05-14

VBR VANGUARD INDEX FDS488.5K shares1.09%2026-03-312026-05-14

Sponsored

VBK VANGUARD INDEX FDS316.6K shares0.91%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS157.9K shares0.09%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T118.8K shares-1.99%2026-03-312026-05-14

MBB ISHARES TR767.7K shares2.83%2026-03-312026-05-14

VTC VANGUARD SCOTTSDALE FDS937.6K shares2.67%2026-03-312026-05-14

RODM LATTICE STRATEGIES TR1.8M shares-2.66%2026-03-312026-05-14

ACWI ISHARES TR410.6K shares-1.75%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON227.6K shares-4.39%2026-03-312026-05-14

Sponsored

IWV ISHARES TR130.7K shares1.51%2026-03-312026-05-14

VXUS VANGUARD STAR FDS529.7K shares-0.00%2026-03-312026-05-14

AAPL APPLE INC158.4K shares6.21%2026-03-312026-05-14

IVV ISHARES TR34.3K shares4.85%2026-03-312026-05-14

VTI VANGUARD INDEX FDS67.0K shares-2.54%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR240.9K shares18.51%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL28 shares7.69%2026-03-312026-05-14

ESGV VANGUARD WORLD FD173.3K shares6.27%2026-03-312026-05-14

Sponsored

SCZ ISHARES TR241.8K shares-9.61%2026-03-312026-05-14

ACWX ISHARES TR246.5K shares0.00%2026-03-312026-05-14

AGZ ISHARES TR127.1K shares2.90%2026-03-312026-05-14

CWI SPDR INDEX SHS FDS348.4K shares2.25%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.9K shares15.26%2026-03-312026-05-14

EFA ISHARES TR122.7K shares0.24%2026-03-312026-05-14

IWP ISHARES TR83.9K shares-4.26%2026-03-312026-05-14

MSFT MICROSOFT CORP27.7K shares0.61%2026-03-312026-05-14

Sponsored

EFG ISHARES TR88.5K shares-0.41%2026-03-312026-05-14

MA MASTERCARD INCORPORATED19.4K shares-1.58%2026-03-312026-05-14

IJJ ISHARES TR72.2K shares0.00%2026-03-312026-05-14

AMZN AMAZON COM INC45.7K shares0.10%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR378.5K shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO64.3K shares0.05%2026-03-312026-05-14

IWF ISHARES TR20.9K shares2.02%2026-03-312026-05-14

EEM ISHARES TR156.5K shares1.50%2026-03-312026-05-14

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4013.8K shares-1.48%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO27.0K shares1.32%2026-03-312026-05-14

IJK ISHARES TR77.4K shares-11.67%2026-03-312026-05-14

IWS ISHARES TR52.6K shares0.00%2026-03-312026-05-14

TSLA TESLA INC19.4K shares-0.93%2026-03-312026-05-14

ALPHABET INC ALPHABET INC24.1K shares3.81%2026-03-312026-05-14

ALPHABET INC ALPHABET INC23.9K shares6.64%2026-03-312026-05-14

IVW ISHARES TR55.8K shares-0.93%2026-03-312026-05-14

Sponsored

VB VANGUARD INDEX FDS23.1K shares0.10%2026-03-312026-05-14

IWM ISHARES TR24.0K shares-0.48%2026-03-312026-05-14

DGRO ISHARES TR83.3K shares0.47%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR199.5K shares0.03%2026-03-312026-05-14

PWB INVESCO EXCHANGE TRADED FD T45.9K shares0.00%2026-03-312026-05-14

IJT ISHARES TR38.7K shares0.01%2026-03-312026-05-14

NVDA NVIDIA CORPORATION31.8K shares28.13%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR9.5K shares-0.68%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR41.1K shares-0.47%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS79.1K shares1.37%2026-03-312026-05-14

IWD ISHARES TR23.5K shares0.00%2026-03-312026-05-14

PWV INVESCO EXCHANGE TRADED FD T69.0K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC7.8K shares-2.78%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS73.9K shares-64.74%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC8.7K shares-0.48%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR162.0K shares0.00%2026-03-312026-05-14

Sponsored

SEIC SEI INVTS CO51.3K shares2.65%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS26.6K shares0.45%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS17.5K shares-5.05%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC4.3K shares0.42%2026-03-312026-05-14

ETOR ETORO GROUP LTD119.3K shares-3.51%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR24.4K shares0.68%2026-03-312026-05-14

ZETA ZETA GLOBAL HOLDINGS CORP219.8K shares0.00%2026-03-312026-05-14

IWB ISHARES TR9.7K shares3.17%2026-03-312026-05-14

Sponsored

EFV ISHARES TR46.3K shares0.00%2026-03-312026-05-14

IRT INDEPENDENCE RLTY TR INC221.1K shares-12.44%2026-03-312026-05-14

IJR ISHARES TR25.8K shares-1.16%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR104.1K shares-0.22%2026-03-312026-05-14

IWN ISHARES TR16.1K shares0.00%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS32.5K shares0.00%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF75.5K shares-3.90%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS26.3K shares0.00%2026-03-312026-05-14

Sponsored

IWO ISHARES TR9.0K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP15.9K shares-1.63%2026-03-312026-05-14

TQQQ PROSHARES TR61.7K shares94.64%2026-03-312026-05-14

V VISA INC8.4K shares1.27%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO46.0K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR5.5K shares1.85%2026-03-312026-05-14

KVUE KENVUE INC123.2K shares-0.83%2026-03-312026-05-14

IVE ISHARES TR9.8K shares-19.85%2026-03-312026-05-14

Sponsored

IBTG ISHARES TR89.8K shares0.00%2026-03-312026-05-14

SONY SONY GROUP CORP99.3K shares-0.05%2026-03-312026-05-14

GWX SPDR INDEX SHS FDS47.1K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO19.6K shares-0.21%2026-03-312026-05-14

BROADCOM INC BROADCOM INC6.0K shares3.26%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS20.9K shares-1.37%2026-03-312026-05-14

FSBC FIVE STAR BANCORP46.6K sharesnew addition2026-03-312026-05-14

ITOT ISHARES TR12.0K shares0.00%2026-03-312026-05-14

Sponsored

EZU ISHARES INC27.4K shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.6K shares0.86%2026-03-312026-05-14

MUB ISHARES TR15.0K shares0.09%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR47.1K shares0.00%2026-03-312026-05-14

EIS ISHARES INC13.1K shares18.45%2026-03-312026-05-14

QUAL ISHARES TR7.9K shares-0.25%2026-03-312026-05-14

HD HOME DEPOT INC4.5K shares0.31%2026-03-312026-05-14

AMGN AMGEN INC4.2K shares3.04%2026-03-312026-05-14

Sponsored

VO VANGUARD INDEX FDS5.1K shares0.24%2026-03-312026-05-14

MOV MOVADO GROUP INC58.8K shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC7.0K shares-0.04%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR16.2K shares0.30%2026-03-312026-05-14

OLED UNIVERSAL DISPLAY CORP13.8K shares1.03%2026-03-312026-05-14

CSCO CISCO SYS INC16.2K shares0.90%2026-03-312026-05-14

DVY ISHARES TR7.9K shares-22.71%2026-03-312026-05-14

OEF ISHARES TR3.8K shares0.00%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP7.9K shares1.10%2026-03-312026-05-14

NMFC NEW MTN FIN CORP149.0K shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC4.1K shares-0.12%2026-03-312026-05-14

TJX TJX COS INC NEW6.8K shares0.74%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR37.4K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC4.6K shares0.84%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND2.3K shares1.47%2026-03-312026-05-14

COMM VISTANCE NETWORKS INC57.8K shares0.00%2026-03-312026-05-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L27.5K shares0.00%2026-03-312026-05-14

SUSA ISHARES TR7.8K shares0.15%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY3.5K sharesnew addition2026-03-312026-05-14

IBTH ISHARES TR44.7K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F18.5K shares-0.50%2026-03-312026-05-14

PEP PEPSICO INC6.3K shares1.89%2026-03-312026-05-14

VGT VANGUARD WORLD FD1.4K shares-33.40%2026-03-312026-05-14

WSFS WSFS FINL CORP14.1K shares0.00%2026-03-312026-05-14

Sponsored

WMT WALMART INC7.3K shares6.42%2026-03-312026-05-14

AAAU GOLDMAN SACHS PHYSICAL GOLD17.8K shares0.00%2026-03-312026-05-14

PDP INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2026-03-312026-05-14

ADAG ADAGENE INC199.6K shares0.00%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.7K shares-0.59%2026-03-312026-05-14

ECL ECOLAB INC2.9K shares0.45%2026-03-312026-05-14

EEMS ISHARES INC10.5K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.9K shares-2.30%2026-03-312026-05-14

Sponsored

ARCC ARES CAPITAL CORP39.2K sharesnew addition2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE2.5K shares1.72%2026-03-312026-05-14

MCD MCDONALDS CORP2.3K shares2.36%2026-03-312026-05-14

IYW ISHARES TR3.8K shares0.03%2026-03-312026-05-14

ESGD ISHARES TR7.0K shares0.00%2026-03-312026-05-14

ISCV ISHARES TR9.4K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION3.3K shares2.98%2026-03-312026-05-14

VOX VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-14

Sponsored

FDX FEDEX CORP1.7K shares-1.07%2026-03-312026-05-14

SRRK SCHOLAR ROCK HLDG CORP12.7K shares1.31%2026-03-312026-05-14

DHR DANAHER CORP DEL3.2K shares-0.40%2026-03-312026-05-14

MS MORGAN STANLEY3.6K shares0.33%2026-03-312026-05-14

BRIDGER AEROSPACE GRP HLDGS BRIDGER AEROSPACE GRP HLDGS296.2K shares51.94%2026-03-312026-05-14

PGEN PRECIGEN INC150.2K shares0.10%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F7.7K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.6.0K shares106.05%2026-03-312026-05-14

Sponsored

DOV DOVER CORP2.7K shares-0.04%2026-03-312026-05-14

LLY ELI LILLY & CO614 shares11.03%2026-03-312026-05-14

FETH FIDELITY ETHEREUM FD27.0K shares-10.84%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC2.1K shares3.33%2026-03-312026-05-14

NEE NEXTERA ENERGY INC5.9K shares2.33%2026-03-312026-05-14

VTWG VANGUARD SCOTTSDALE FDS2.4K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.6K shares5.52%2026-03-312026-05-14

VOT VANGUARD INDEX FDS2.1K shares-3.95%2026-03-312026-05-14

Sponsored

GEV GE VERNOVA INC615 shares0.33%2026-03-312026-05-14

PAVE GLOBAL X FDS10.4K shares2.06%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II2.2K shares0.00%2026-03-312026-05-14

IJH ISHARES TR7.8K shares-40.07%2026-03-312026-05-14

IYH ISHARES TR8.3K shares0.00%2026-03-312026-05-14

VOE VANGUARD INDEX FDS2.7K shares-4.93%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR4.5K shares0.02%2026-03-312026-05-14

TRGP TARGA RES CORP1.9K shares0.00%2026-03-312026-05-14

Sponsored

SCHC SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS1.5K shares0.00%2026-03-312026-05-14

GMF SPDR INDEX SHS FDS3.3K shares0.00%2026-03-312026-05-14

QQQE DIREXION SHARES ETF TRUST4.5K shares0.00%2026-03-312026-05-14

WMB WILLIAMS COS INC6.0K shares0.53%2026-03-312026-05-14

EWJ ISHARES INC5.2K shares0.00%2026-03-312026-05-14

IUSG ISHARES TR2.8K shares59.18%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC450 shares2.04%2026-03-312026-05-14

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN8.6K shares-12.55%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC6.0K shares0.00%2026-03-312026-05-14

AMT AMERICAN TOWER CORP2.4K shares-7.28%2026-03-312026-05-14

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-14

FI FISERV INC7.2K shares0.17%2026-03-312026-05-14

CSX CSX CORP9.8K shares0.98%2026-03-312026-05-14

UNP UNION PAC CORP1.7K shares-24.47%2026-03-312026-05-14

ABBV ABBVIE INC1.8K shares1.62%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares4.18%2026-03-312026-05-14

COP CONOCOPHILLIPS3.0K shares-0.23%2026-03-312026-05-14

COKE COCA COLA CONS INC2.0K shares0.20%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC949 shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.8K shares-0.65%2026-03-312026-05-14

ET ENERGY TRANSFER L P19.8K shares0.00%2026-03-312026-05-14

J JACOBS SOLUTIONS INC2.9K shares0.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP615 shares2.16%2026-03-312026-05-14

Sponsored

FSK FS KKR CAP CORP36.4K shares17.27%2026-03-312026-05-14

MGK VANGUARD WORLD FD996 shares0.10%2026-03-312026-05-14

CWB SPDR SERIES TRUST4.0K shares0.03%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F4.7K shares0.00%2026-03-312026-05-14

CMCSA COMCAST CORP NEW11.7K shares-2.14%2026-03-312026-05-14

WFC WELLS FARGO & CO4.2K shares-11.45%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP4.1K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC786 shares6.07%2026-03-312026-05-14

Sponsored

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC14.4K shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC2.9K shares-2.76%2026-03-312026-05-14

IYJ ISHARES TR2.2K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP6.5K shares-7.32%2026-03-312026-05-14

PPG PPG INDS INC2.9K shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.5K shares4.62%2026-03-312026-05-14

EXG EATON VANCE TAX-MANAGED GLOB35.7K shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION920 shares-79.14%2026-03-312026-05-14

Sponsored

VDC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-14

IXN ISHARES TR3.0K shares0.00%2026-03-312026-05-14

BN BROOKFIELD CORP7.3K shares0.00%2026-03-312026-05-14

MMM 3M CO2.0K shares0.67%2026-03-312026-05-14

VPU VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-14

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-05-14

KKR & CO INC KKR & CO INC3.0K shares-1.54%2026-03-312026-05-14

CNTX CONTEXT THERAPEUTICS INC104.6K shares0.00%2026-03-312026-05-14

Sponsored

MTB M & T BK CORP1.3K shares-1.35%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.79%2026-03-312026-05-14

MO ALTRIA GROUP INC4.1K shares-1.46%2026-03-312026-05-14

XBI SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-14

BAR GRANITESHARES GOLD TR5.9K shares-0.07%2026-03-312026-05-14

UAL UNITED AIRLS HLDGS INC2.9K sharesnew addition2026-03-312026-05-14

HWM HOWMET AEROSPACE INC1.1K shares0.18%2026-03-312026-05-14

CAT CATERPILLAR INC367 shares3.67%2026-03-312026-05-14

Sponsored

VXF VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR1.6K shares-26.46%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K sharesnew addition2026-03-312026-05-14

DASH DOORDASH INC1.7K shares0.36%2026-03-312026-05-14

LVHD LEGG MASON ETF INVT5.8K shares-16.37%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION1.9K shares-28.39%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC722 shares6.18%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF4.6K shares0.00%2026-03-312026-05-14

Sponsored

APH AMPHENOL CORP1.9K shares7.01%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR3.9K shares-36.53%2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.3K shares-85.82%2026-03-312026-05-14

BLCO BAUSCH PLUS LOMB CORP15.0K sharesnew addition2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC4.7K sharesnew addition2026-03-312026-05-14

USMV ISHARES TR2.6K shares0.08%2026-03-312026-05-14

SLM SLM CORP11.0K shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC461 sharesnew addition2026-03-312026-05-14

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.0K shares0.00%2026-03-312026-05-14

QVAL EA SERIES TRUST4.3K shares0.00%2026-03-312026-05-14

NTRA NATERA INC1.1K shares0.18%2026-03-312026-05-14

HON HONEYWELL INTL INC973 sharesnew addition2026-03-312026-05-14

PM PHILIP MORRIS INTL INC1.3K shares-1.71%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED F3.5K shares2.34%2026-03-312026-05-14

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-05-14

Sponsored

UBER UBER TECHNOLOGIES INC3.0K shares6.18%2026-03-312026-05-14

MSTR STRATEGY INC1.7K shares-1.28%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC3.7K sharesnew addition2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR4.2K shares-23.23%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO2.5K sharesnew addition2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC1.8K shares1.90%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP1.1K shares-0.70%2026-03-312026-05-14

HCC WARRIOR MET COAL INC2.2K sharesnew addition2026-03-312026-05-14

Sponsored

BCSF BAIN CAP SPECIALTY FIN INC12.1K shares0.00%2026-03-312026-05-14

NRK NUVEEN NY AMT FREE12.1K shares0.00%2026-03-312026-05-14

FSCO FS CREDIT OPPORTUNITIES CORP21.4K shares0.00%2026-03-312026-05-14

OPK OPKO HEALTH INC14.4K shares16.15%2026-03-312026-05-14

VUG

VANGUARD INDEX FDS

0.62%

Shares2.5M

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.32%

Shares5.2M

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

2.50%

Shares5.4M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

5.26%

Shares4.6M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

4.84%

Shares2.5M

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

3.03%

Shares1.3M

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

2.99%

Shares5.1M

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

1.09%

Shares488.5K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.91%

Shares316.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.09%

Shares157.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-1.99%

Shares118.8K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

2.83%

Shares767.7K

Event2026-03-31

Filed2026-05-14

VTC

VANGUARD SCOTTSDALE FDS

2.67%

Shares937.6K

Event2026-03-31

Filed2026-05-14

RODM

LATTICE STRATEGIES TR

-2.66%

Shares1.8M

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

-1.75%

Shares410.6K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-4.39%

Shares227.6K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

1.51%

Shares130.7K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-0.00%

Shares529.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

6.21%

Shares158.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

4.85%

Shares34.3K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.54%

Shares67.0K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

18.51%

Shares240.9K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

7.69%

Shares28

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

6.27%

Shares173.3K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

-9.61%

Shares241.8K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

0.00%

Shares246.5K

Event2026-03-31

Filed2026-05-14

AGZ

ISHARES TR

2.90%

Shares127.1K

Event2026-03-31

Filed2026-05-14

CWI

SPDR INDEX SHS FDS

2.25%

Shares348.4K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

15.26%

Shares24.9K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.24%

Shares122.7K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

-4.26%

Shares83.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.61%

Shares27.7K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

-0.41%

Shares88.5K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-1.58%

Shares19.4K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

0.00%

Shares72.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

0.10%

Shares45.7K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares378.5K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.05%

Shares64.3K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

2.02%

Shares20.9K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

1.50%

Shares156.5K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-1.48%

Shares13.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

1.32%

Shares27.0K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

-11.67%

Shares77.4K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

0.00%

Shares52.6K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-0.93%

Shares19.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.81%

Shares24.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

6.64%

Shares23.9K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-0.93%

Shares55.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.10%

Shares23.1K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-0.48%

Shares24.0K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

0.47%

Shares83.3K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.03%

Shares199.5K

Event2026-03-31

Filed2026-05-14

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares45.9K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

0.01%

Shares38.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

28.13%

Shares31.8K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-0.68%

Shares9.5K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-0.47%

Shares41.1K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

1.37%

Shares79.1K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-14

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares69.0K

Event2026-03-31

Filed2026-05-14