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The Analysis of Composition Wealth, LLC's Holdings & P&L

Currently, Composition Wealth, LLC holds 884 types of securities in its portfolio with a total value $7.3B. In the most recent quarter, they have increased their positions in BND (+1.2M shares, valued at $89.1M), IVV (+105.9K shares, valued at $69.2M), VTEB (+1.2M shares, valued at $60.5M); decreased their positions in FMB (-909.1K shares, valued at $46.1M), SGOV (-373.6K shares, valued at $37.6M), STIP (-294.5K shares, valued at $30.5M); initiated new positions in GMUB (+717.6K shares, valued at $36.6M), FLMI (+1.0M shares, valued at $25.6M), DYNF (+405.8K shares, valued at $23.6M).

1M P&L

+142.0M+2.00%

3M P&L

+17.9M+0.25%

HY P&L

+332.8M+4.82%

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/A5.1B

76.1%

2Consumer Electronics194.7M

2.9%

3Software - Infrastructure187.7M

2.8%

Top Industries by Stock Count

1N/A398 stocks

47.8%

2Software - Application23 stocks

2.8%

3Software - Infrastructure15 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR15.5M shares11.29%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS4.2M shares39.89%2026-03-312026-04-08

SPYM SPDR SERIES TRUST4.0M shares24.59%2026-03-312026-04-08

AAPL APPLE INC763.4K shares1.57%2026-03-312026-04-08

MBB ISHARES TR2.0M shares12.68%2026-03-312026-04-08

BIL SPDR SERIES TRUST2.0M shares27.11%2026-03-312026-04-08

MSFT MICROSOFT CORP434.5K shares3.23%2026-03-312026-04-08

EFV ISHARES TR2.1M shares8.85%2026-03-312026-04-08

Sponsored

IVV ISHARES TR215.5K shares96.68%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR224.8K shares-10.58%2026-03-312026-04-08

GBIL GOLDMAN SACHS ETF TR1.1M shares-10.63%2026-03-312026-04-08

IGSB ISHARES TR2.1M shares7.43%2026-03-312026-04-08

QLTA ISHARES TR2.3M shares11.76%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II438.3K shares14.12%2026-03-312026-04-08

NVDA NVIDIA CORPORATION567.4K shares3.55%2026-03-312026-04-08

VTI VANGUARD INDEX FDS305.0K shares2.61%2026-03-312026-04-08

Sponsored

IEFA ISHARES TR1.1M shares68.99%2026-03-312026-04-08

AMZN AMAZON COM INC458.1K shares6.77%2026-03-312026-04-08

GCAL GOLDMAN SACHS ETF TR1.9M shares14.50%2026-03-312026-04-08

VFLO VICTORY PORTFOLIOS II2.2M shares-0.91%2026-03-312026-04-08

ALPHABET INC ALPHABET INC287.8K shares-3.81%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS130.7K shares-12.51%2026-03-312026-04-08

EMXC ISHARES INC956.1K shares-7.22%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F1.4M shares39.34%2026-03-312026-04-08

Sponsored

VTEB VANGUARD MUN BD FDS1.4M shares796.28%2026-03-312026-04-08

PPA INVESCO EXCHANGE TRADED FD T399.7K shares14.11%2026-03-312026-04-08

VTEC VANGUARD CALIF TAX FREE FDS636.3K shares12.19%2026-03-312026-04-08

GFLW VICTORY PORTFOLIOS II2.3M shares35.77%2026-03-312026-04-08

IVE ISHARES TR277.1K shares-16.06%2026-03-312026-04-08

QUAL ISHARES TR300.8K shares-26.57%2026-03-312026-04-08

SGOV ISHARES TR563.7K shares-39.86%2026-03-312026-04-08

SPYG SPDR SERIES TRUST573.1K shares-15.01%2026-03-312026-04-08

Sponsored

BSV VANGUARD BD INDEX FDS684.5K shares0.88%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS836.4K shares1.88%2026-03-312026-04-08

ALPHABET INC ALPHABET INC171.0K shares15.00%2026-03-312026-04-08

ESGU ISHARES TR344.5K shares10.06%2026-03-312026-04-08

JPLD J P MORGAN EXCHANGE TRADED F918.3K shares3.03%2026-03-312026-04-08

AGG ISHARES TR482.2K shares7.56%2026-03-312026-04-08

IXUS ISHARES TR532.8K shares-10.22%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T70.7K shares-7.86%2026-03-312026-04-08

Sponsored

SPMD SPDR SERIES TRUST743.7K shares17.84%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST1.3M shares6.50%2026-03-312026-04-08

IWR ISHARES TR441.1K shares-9.57%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO133.6K shares-0.84%2026-03-312026-04-08

IUSB ISHARES TR815.1K shares4.39%2026-03-312026-04-08

META META PLATFORMS INC64.0K shares7.39%2026-03-312026-04-08

GMUB GOLDMAN SACHS ETF TR717.6K sharesnew addition2026-03-312026-04-08

CGIB CAPITAL GRP FIXED INCM ETF T1.4M shares3.51%2026-03-312026-04-08

Sponsored

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST1.0M shares65.65%2026-03-312026-04-08

TBLL INVESCO EXCH TRADED FD TR II326.3K shares-13.14%2026-03-312026-04-08

EFA ISHARES TR353.8K shares-9.21%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II645.6K shares7.98%2026-03-312026-04-08

IJH ISHARES TR488.1K shares147.93%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL68.0K shares-3.72%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR641.4K shares6.86%2026-03-312026-04-08

ITOT ISHARES TR221.1K shares-1.59%2026-03-312026-04-08

Sponsored

VB VANGUARD INDEX FDS114.0K shares-4.56%2026-03-312026-04-08

PWZ INVESCO EXCH TRADED FD TR II1.2M shares3.63%2026-03-312026-04-08

JTEK J P MORGAN EXCHANGE TRADED F366.8K shares1.51%2026-03-312026-04-08

ESGD ISHARES TR303.6K shares2.50%2026-03-312026-04-08

WMT WALMART INC231.1K shares-1.39%2026-03-312026-04-08

BROADCOM INC BROADCOM INC92.4K shares-2.67%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON115.9K shares-2.02%2026-03-312026-04-08

FLMI FRANKLIN TEMPLETON ETF TR1.0M sharesnew addition2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION25.3K shares-0.21%2026-03-312026-04-08

EPI WISDOMTREE TR594.4K shares-13.37%2026-03-312026-04-08

EAGG ISHARES TR502.2K shares5.67%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST405.8K sharesnew addition2026-03-312026-04-08

GLDM WORLD GOLD TR251.0K shares0.05%2026-03-312026-04-08

SPSM SPDR SERIES TRUST457.7K shares20.01%2026-03-312026-04-08

PG PROCTER & GAMBLE CO149.2K shares4.08%2026-03-312026-04-08

CATF AMERICAN CENTY ETF TR411.8K shares9.40%2026-03-312026-04-08

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4033.1K shares-3.71%2026-03-312026-04-08

LLY ELI LILLY & CO22.1K shares5.17%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC22.8K shares1.31%2026-03-312026-04-08

VOOG VANGUARD ADMIRAL FDS INC46.0K shares0.69%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR641.8K shares330.26%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO344.6K shares-40.79%2026-03-312026-04-08

IJR ISHARES TR145.3K shares135.51%2026-03-312026-04-08

TSLA TESLA INC47.8K shares3.36%2026-03-312026-04-08

Sponsored

CAT CATERPILLAR INC25.0K shares3.81%2026-03-312026-04-08

HD HOME DEPOT INC53.7K shares1.10%2026-03-312026-04-08

IWF ISHARES TR40.6K shares-2.63%2026-03-312026-04-08

V VISA INC56.9K shares-1.23%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR129.0K shares-3.17%2026-03-312026-04-08

PAPR INNOVATOR ETFS TRUST415.8K shares-12.20%2026-03-312026-04-08

MCHB MECHANICS BANCORP1.1M shares0.00%2026-03-312026-04-08

PZA INVESCO EXCH TRADED FD TR II690.7K shares-50.47%2026-03-312026-04-08

Sponsored

IAPR INNOVATOR ETFS TRUST499.7K shares-13.87%2026-03-312026-04-08

GVI ISHARES TR147.8K shares6.42%2026-03-312026-04-08

SPTS SPDR SERIES TRUST536.6K shares3.16%2026-03-312026-04-08

IEMG ISHARES INC219.3K shares10.22%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F295.7K shares-4.51%2026-03-312026-04-08

VTV VANGUARD INDEX FDS74.4K shares-8.69%2026-03-312026-04-08

GLD SPDR GOLD TR33.2K shares8.67%2026-03-312026-04-08

ABBV ABBVIE INC65.3K shares4.52%2026-03-312026-04-08

Sponsored

XOM EXXON MOBIL CORP83.5K shares7.03%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC396.9K shares1.37%2026-03-312026-04-08

CVX CHEVRON CORPORATION67.6K shares-25.67%2026-03-312026-04-08

ESGV VANGUARD WORLD FD120.8K shares-1.73%2026-03-312026-04-08

IVW ISHARES TR117.3K shares1.46%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS61.6K shares-17.91%2026-03-312026-04-08

FMB FIRST TR EXCH TRADED FD III253.9K shares-78.17%2026-03-312026-04-08

BAC BANK AMERICA CORP261.2K shares-4.95%2026-03-312026-04-08

Sponsored

DFSB DIMENSIONAL ETF TRUST245.1K shares-25.20%2026-03-312026-04-08

UNP UNION PAC CORP52.2K shares-0.04%2026-03-312026-04-08

DIS DISNEY WALT CO127.6K shares44.75%2026-03-312026-04-08

EQIX EQUINIX INC12.5K shares0.85%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC99.5K shares-4.01%2026-03-312026-04-08

NFLX NETFLIX INC.124.1K shares35.68%2026-03-312026-04-08

NYF ISHARES TR223.1K shares-17.96%2026-03-312026-04-08

MCD MCDONALDS CORP37.9K shares-3.71%2026-03-312026-04-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL16 shares0.00%2026-03-312026-04-08

GMNY GOLDMAN SACHS ETF TR228.2K shares-21.74%2026-03-312026-04-08

TPL TEXAS PACIFIC LAND CORPORATI23.4K shares2.69%2026-03-312026-04-08

IWL ISHARES TR66.3K shares-19.12%2026-03-312026-04-08

JCI JOHNSON CONTROLS INTERNATION78.8K shares1.88%2026-03-312026-04-08

SBUX STARBUCKS CORP111.2K shares3.18%2026-03-312026-04-08

AMAT APPLIED MATLS INC28.8K shares12.47%2026-03-312026-04-08

PEP PEPSICO INC62.0K shares7.85%2026-03-312026-04-08

Sponsored

VOOV VANGUARD ADMIRAL FDS INC47.0K shares1.77%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO31.4K shares-1.53%2026-03-312026-04-08

WDC WESTERN DIGITAL CORP34.7K shares0.89%2026-03-312026-04-08

SPGI S&P GLOBAL INC22.1K shares-4.99%2026-03-312026-04-08

IBDR ISHARES TR385.2K shares170.13%2026-03-312026-04-08

WM WASTE MGMT INC DEL40.4K shares2.61%2026-03-312026-04-08

FDX FEDEX CORP25.9K shares-0.54%2026-03-312026-04-08

DE DEERE & CO16.3K shares6.01%2026-03-312026-04-08

Sponsored

ESGE ISHARES INC198.5K shares2.22%2026-03-312026-04-08

NUBD NUSHARES ETF TR401.3K shares36.79%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T46.0K shares187.80%2026-03-312026-04-08

ORCL ORACLE CORP59.4K shares-10.77%2026-03-312026-04-08

MNST MONSTER BEVERAGE CORP NEW118.6K shares-1.64%2026-03-312026-04-08

DSI ISHARES TR70.8K shares-9.52%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST229.6K shares11.25%2026-03-312026-04-08

KO COCA COLA CO110.8K shares-38.83%2026-03-312026-04-08

Sponsored

VO VANGUARD INDEX FDS28.7K shares19.30%2026-03-312026-04-08

JCPB J P MORGAN EXCHANGE TRADED F173.0K shares-0.06%2026-03-312026-04-08

HON HONEYWELL INTL INC95.2K shares2.35%2026-03-312026-04-08

IBDS ISHARES TR331.0K shares57.05%2026-03-312026-04-08

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC185.2K shares1.15%2026-03-312026-04-08

IWM ISHARES TR31.7K shares8.83%2026-03-312026-04-08

AMRZ AMRIZE LTD138.5K shares3.20%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND38.1K shares-3.15%2026-03-312026-04-08

Sponsored

XJH ISHARES TR165.3K shares6.34%2026-03-312026-04-08

VSGX VANGUARD WORLD FD104.2K shares-6.11%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP8.3K shares6.98%2026-03-312026-04-08

ADI ANALOG DEVICES INC23.3K shares17.14%2026-03-312026-04-08

SDY SPDR SERIES TRUST50.5K shares-10.43%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC63.3K shares-1.87%2026-03-312026-04-08

PAUG INNOVATOR ETFS TRUST164.8K shares-7.46%2026-03-312026-04-08

IVOG VANGUARD ADMIRAL FDS INC56.2K shares-0.12%2026-03-312026-04-08

Sponsored

FCAL FIRST TR EXCH TRADED FD III143.5K shares-4.03%2026-03-312026-04-08

IQLT ISHARES TR150.6K shares87.03%2026-03-312026-04-08

MA MASTERCARD INCORPORATED13.9K shares-1.92%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO111.8K shares-0.05%2026-03-312026-04-08

IBDT ISHARES TR265.1K shares20.56%2026-03-312026-04-08

SNDK SANDISK CORP10.4K shares1.40%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR215.1K shares-2.32%2026-03-312026-04-08

VXUS VANGUARD STAR FDS84.9K shares2.70%2026-03-312026-04-08

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC22.8K shares6.54%2026-03-312026-04-08

PFE PFIZER INC228.3K shares-2.77%2026-03-312026-04-08

CSCO CISCO SYS INC82.6K shares1.91%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST120.5K shares4.68%2026-03-312026-04-08

TJX TJX COS INC NEW39.7K shares9.07%2026-03-312026-04-08

GEV GE VERNOVA INC7.2K shares-2.60%2026-03-312026-04-08

IWD ISHARES TR29.1K shares-0.09%2026-03-312026-04-08

CB CHUBB LTD SWITZ19.0K shares14.16%2026-03-312026-04-08

Sponsored

RTX RTX CORPORATION31.5K shares-11.98%2026-03-312026-04-08

MUB ISHARES TR57.2K shares-63.35%2026-03-312026-04-08

VXF VANGUARD INDEX FDS29.0K shares-8.80%2026-03-312026-04-08

UPS UNITED PARCEL SVCS INC60.6K shares-3.96%2026-03-312026-04-08

PSX PHILLIPS 6632.1K shares-2.12%2026-03-312026-04-08

SUB ISHARES TR54.6K shares-72.32%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND12.5K shares-54.40%2026-03-312026-04-08

GILD GILEAD SCIENCES INC41.4K shares11.02%2026-03-312026-04-08

Sponsored

VYM VANGUARD WHITEHALL FDS38.6K shares3.85%2026-03-312026-04-08

FENY FIDELITY COVINGTON TRUST167.6K shares2.00%2026-03-312026-04-08

R RYDER SYS INC27.6K shares0.03%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR122.1K shares175.74%2026-03-312026-04-08

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL65.0K shares-0.18%2026-03-312026-04-08

LINDE PLC LINDE PLC11.0K shares15.56%2026-03-312026-04-08

DFSU DIMENSIONAL ETF TRUST132.5K shares-7.21%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC18.2K shares0.12%2026-03-312026-04-08

Sponsored

DIHP DIMENSIONAL ETF TRUST164.5K shares19.50%2026-03-312026-04-08

DGRO ISHARES TR74.3K shares-3.18%2026-03-312026-04-08

JAVA J P MORGAN EXCHANGE TRADED F71.0K shares-1.89%2026-03-312026-04-08

TOST TOAST INC192.0K shares0.05%2026-03-312026-04-08

BA BOEING CO25.5K shares1.44%2026-03-312026-04-08

CSX CSX CORP123.1K shares-3.36%2026-03-312026-04-08

SCZ ISHARES TR64.2K shares3.44%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC18.9K shares-4.55%2026-03-312026-04-08

Sponsored

VUG VANGUARD INDEX FDS11.1K shares-15.14%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR144.8K shares16.21%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE16.8K shares1.18%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS101.4K shares0.14%2026-03-312026-04-08

COP CONOCOPHILLIPS35.7K shares-9.20%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC23.1K shares3.63%2026-03-312026-04-08

LOW LOWES COS INC19.7K shares-3.04%2026-03-312026-04-08

EFAX SPDR INDEX SHS FDS93.0K shares-9.27%2026-03-312026-04-08

Sponsored

THE CIGNA GROUP THE CIGNA GROUP17.3K shares0.23%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC60.7K shares-1.18%2026-03-312026-04-08

DVY ISHARES TR28.7K shares-2.64%2026-03-312026-04-08

SYY SYSCO CORP60.3K shares-8.52%2026-03-312026-04-08

SUSC ISHARES TR184.4K shares3.26%2026-03-312026-04-08

PJUL INNOVATOR ETFS TRUST92.7K shares-14.84%2026-03-312026-04-08

NOW SERVICENOW INC40.7K shares49.93%2026-03-312026-04-08

VRTX VERTEX PHARMACEUTICALS INC9.5K shares-3.21%2026-03-312026-04-08

Sponsored

PLD PROLOGIS INC.31.8K shares37.70%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST117.7K shares-44.11%2026-03-312026-04-08

TLT ISHARES TR48.3K sharesnew addition2026-03-312026-04-08

COHERENT CORP COHERENT CORP17.5K shares6.16%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP44.2K shares-4.18%2026-03-312026-04-08

VLUE ISHARES TR28.7K shares1832.97%2026-03-312026-04-08

CALI BLACKROCK ETF TRUST II80.7K shares198.07%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD84.9K shares-2.97%2026-03-312026-04-08

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC35.4K shares68.86%2026-03-312026-04-08

YUM YUM BRANDS INC25.2K shares3.54%2026-03-312026-04-08

TTWO TAKE-TWO INTERACTIVE SOFTWAR19.7K shares-9.65%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC24.2K shares6.14%2026-03-312026-04-08

WAB WABTEC15.5K shares-0.04%2026-03-312026-04-08

EEM ISHARES TR67.7K shares-11.08%2026-03-312026-04-08

BWXT BWX TECHNOLOGIES INC18.7K shares0.01%2026-03-312026-04-08

REGN REGENERON PHARMACEUTICALS4.9K shares30.87%2026-03-312026-04-08

Sponsored

AMGN AMGEN INC10.6K shares1.47%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS44.9K shares-11.88%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST77.4K shares-32.21%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST102.7K shares4.04%2026-03-312026-04-08

BOND PIMCO ETF TR39.6K shares-9.62%2026-03-312026-04-08

SOXX ISHARES TR11.1K shares-11.28%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR117.2K shares3.59%2026-03-312026-04-08

GLW CORNING INC26.6K shares0.94%2026-03-312026-04-08

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DEM WISDOMTREE TR72.5K shares-51.93%2026-03-312026-04-08

PYLD PIMCO ETF TR136.7K shares-43.32%2026-03-312026-04-08

BBUS J P MORGAN EXCHANGE TRADED F30.6K shares-9.26%2026-03-312026-04-08

EMR EMERSON ELEC CO26.8K shares1.56%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC10.3K shares55.62%2026-03-312026-04-08

MS MORGAN STANLEY21.2K shares7.67%2026-03-312026-04-08

SHY ISHARES TR41.8K shares30.76%2026-03-312026-04-08

ESS ESSEX PPTY TR INC14.2K shares-0.87%2026-03-312026-04-08

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ORLY OREILLY AUTOMOTIVE INC37.0K shares13.95%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC9.5K shares-5.11%2026-03-312026-04-08

IWB ISHARES TR9.3K shares277.45%2026-03-312026-04-08

IBDU ISHARES TR142.3K shares49.39%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC28.1K shares-13.48%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR36.1K shares22.46%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC21.7K shares-1.33%2026-03-312026-04-08

MCO MOODYS CORP7.1K shares2.92%2026-03-312026-04-08

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WFC WELLS FARGO & CO39.1K shares-4.83%2026-03-312026-04-08

QLD PROSHARES TR50.8K shares-6.90%2026-03-312026-04-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC14.8K shares0.02%2026-03-312026-04-08

VOE VANGUARD INDEX FDS16.8K shares0.57%2026-03-312026-04-08

CRM SALESFORCE INC16.5K shares10.34%2026-03-312026-04-08

LPX LOUISIANA PAC CORP41.8K shares-0.08%2026-03-312026-04-08

ESML ISHARES TR64.3K shares-8.05%2026-03-312026-04-08

VGT VANGUARD WORLD FD4.1K shares-3.34%2026-03-312026-04-08

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SHYG ISHARES TR67.7K shares-13.04%2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW8.7K shares16.44%2026-03-312026-04-08

GOVT ISHARES TR124.3K shares16.16%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC5.8K shares-1.85%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP10.2K shares-4.60%2026-03-312026-04-08

ECL ECOLAB INC10.6K shares14.24%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC6.7K shares-2.12%2026-03-312026-04-08

VBR VANGUARD INDEX FDS12.8K shares-4.00%2026-03-312026-04-08

Sponsored

VNQ VANGUARD INDEX FDS31.2K shares75.82%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC8.2K shares42.21%2026-03-312026-04-08

EBAY EBAY INC.30.0K shares2.06%2026-03-312026-04-08

IUSV ISHARES TR26.6K shares-1.29%2026-03-312026-04-08

SUSA ISHARES TR20.2K shares2.54%2026-03-312026-04-08

SPG SIMON PPTY GROUP INC NEW14.3K shares-0.80%2026-03-312026-04-08

MSGS MADISON SQUARE GRDN SPRT COR8.3K shares-2.41%2026-03-312026-04-08

NEE NEXTERA ENERGY INC28.5K shares-1.76%2026-03-312026-04-08

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VEU VANGUARD INTL EQUITY INDEX F35.2K shares10.56%2026-03-312026-04-08

INTU INTUIT6.1K shares-26.84%2026-03-312026-04-08

FV FIRST TR EXCHANGE TRADED FD43.1K shares-2.02%2026-03-312026-04-08

TIP ISHARES TR23.2K shares-8.38%2026-03-312026-04-08

RAAX VANECK ETF TRUST62.5K shares-22.02%2026-03-312026-04-08

IVOV VANGUARD ADMIRAL FDS INC24.9K shares-0.30%2026-03-312026-04-08

LNG CHENIERE ENERGY INC8.8K shares-1.56%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC49.1K shares-70.87%2026-03-312026-04-08

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INTC INTEL CORP54.7K shares3.67%2026-03-312026-04-08

SMTC SEMTECH CORP30.9K shares0.00%2026-03-312026-04-08

CDNS CADENCE DESIGN SYSTEM INC8.4K shares11.16%2026-03-312026-04-08

ABT ABBOTT LABORATORIES22.8K shares-11.88%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC14.2K shares0.17%2026-03-312026-04-08

MMC MARSH & MCLENNAN COS INC13.4K shares-3.54%2026-03-312026-04-08

PZT INVESCO EXCH TRADED FD TR II104.9K shares-22.00%2026-03-312026-04-08

RDNT RADNET INC40.7K shares713.63%2026-03-312026-04-08

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UNH UNITEDHEALTH GROUP INC8.4K shares-3.19%2026-03-312026-04-08

SPTM SPDR SERIES TRUST27.7K shares22.22%2026-03-312026-04-08

CME CME GROUP INC7.4K shares2.91%2026-03-312026-04-08

ROST ROSS STORES INC9.9K shares0.86%2026-03-312026-04-08

SO SOUTHERN CO21.9K shares11.49%2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC500 shares-0.20%2026-03-312026-04-08

BSX BOSTON SCIENTIFIC CORP33.4K shares12.35%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS26.3K shares-49.90%2026-03-312026-04-08

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IXG ISHARES TR18.3K sharesnew addition2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR42.3K shares-8.72%2026-03-312026-04-08

SHW SHERWIN WILLIAMS CO6.4K shares-11.67%2026-03-312026-04-08

SMH VANECK ETF TRUST5.4K shares0.98%2026-03-312026-04-08

EFG ISHARES TR18.3K shares165.66%2026-03-312026-04-08

IBDV ISHARES TR91.4K shares55.12%2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS22.4K shares6.06%2026-03-312026-04-08

TLH ISHARES TR19.6K shares-68.77%2026-03-312026-04-08

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COIN COINBASE GLOBAL INC11.1K shares466.99%2026-03-312026-04-08

JPIE J P MORGAN EXCHANGE TRADED F41.9K shares-5.21%2026-03-312026-04-08

XSW SPDR SERIES TRUST13.5K shares853.36%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR62.4K shares-1.49%2026-03-312026-04-08

IBB ISHARES TR11.2K shares-14.26%2026-03-312026-04-08

TAPR INNOVATOR ETFS TRUST72.4K shares-12.35%2026-03-312026-04-08

EEMX SPDR INDEX SHS FDS41.8K shares-8.22%2026-03-312026-04-08

DHR DANAHER CORP DEL9.6K shares-1.16%2026-03-312026-04-08

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WPM WHEATON PRECIOUS METALS CORP13.6K shares3.91%2026-03-312026-04-08

TEX TEREX CORP NEW29.8K shares0.00%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP9.6K shares6.10%2026-03-312026-04-08

DBEF DBX ETF TR35.2K shares-0.45%2026-03-312026-04-08

ZMAR INNOVATOR ETFS TRUST63.1K shares-20.86%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS38.1K shares3.90%2026-03-312026-04-08

GLOF ISHARES TR33.3K shares-0.86%2026-03-312026-04-08

F FORD MTR CO150.2K shares-0.42%2026-03-312026-04-08

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IGIB ISHARES TR32.4K shares-6.93%2026-03-312026-04-08

IEUR ISHARES TR24.4K shares1.29%2026-03-312026-04-08

ICSH ISHARES TR33.7K shares-12.72%2026-03-312026-04-08

FTCB FIRST TR EXCHANGE-TRADED FD81.4K shares22.04%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR15.3K shares-3.16%2026-03-312026-04-08

PYPL PAYPAL HLDGS INC37.4K shares-3.93%2026-03-312026-04-08

SPIB SPDR SERIES TRUST50.2K shares85.66%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP2.8K shares-0.54%2026-03-312026-04-08

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RACE FERRARI N V4.9K shares1.00%2026-03-312026-04-08

SHEL SHELL PLC17.9K shares-10.81%2026-03-312026-04-08

VIOV VANGUARD ADMIRAL FDS INC16.2K shares0.00%2026-03-312026-04-08

SPHD INVESCO EXCH TRADED FD TR II33.2K shares79.79%2026-03-312026-04-08

ASML ASML HLDG NV1.2K shares54.08%2026-03-312026-04-08

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST85.5K shares0.00%2026-03-312026-04-08

ABNB AIRBNB INC12.8K shares-0.05%2026-03-312026-04-08

VV VANGUARD INDEX FDS5.4K shares0.13%2026-03-312026-04-08

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IWP ISHARES TR12.5K shares-4.87%2026-03-312026-04-08

VLO VALERO ENERGY CORP6.5K shares115.20%2026-03-312026-04-08

USMV ISHARES TR17.2K shares-31.85%2026-03-312026-04-08

NVT NVENT ELEC PLC13.4K shares11.95%2026-03-312026-04-08

MPC MARATHON PETE CORP6.4K shares-0.30%2026-03-312026-04-08

AVBH AVIDBANK HLDGS INC54.2K shares-16.87%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS6.4K shares-15.29%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR59.9K shares70.88%2026-03-312026-04-08

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JMOM J P MORGAN EXCHANGE TRADED F22.5K shares-0.86%2026-03-312026-04-08

IDV ISHARES TR35.9K shares-1.52%2026-03-312026-04-08

HOOD ROBINHOOD MKTS INC21.8K sharesnew addition2026-03-312026-04-08

SOFI SOFI TECHNOLOGIES INC95.1K shares4.68%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC9.1K shares-1.37%2026-03-312026-04-08

JQUA J P MORGAN EXCHANGE TRADED F24.6K shares-2.68%2026-03-312026-04-08

FNV FRANCO NEV CORP6.1K shares-0.28%2026-03-312026-04-08

TWLO TWILIO INC12.0K shares0.73%2026-03-312026-04-08

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DON WISDOMTREE TR28.6K shares7.78%2026-03-312026-04-08

INDA ISHARES TR32.0K shares-17.00%2026-03-312026-04-08

BABA ALIBABA GROUP HLDG LTD11.8K shares12.79%2026-03-312026-04-08

NKE NIKE INC27.9K shares-4.81%2026-03-312026-04-08

MCK MCKESSON CORP1.7K shares2.84%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR58.2K shares-12.37%2026-03-312026-04-08

AME AMETEK INC6.7K shares1.56%2026-03-312026-04-08

QCOM QUALCOMM INC11.1K shares-33.95%2026-03-312026-04-08

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VIOO VANGUARD ADMIRAL FDS INC12.2K shares0.49%2026-03-312026-04-08

ACWI ISHARES TR10.0K shares52.19%2026-03-312026-04-08

VBIL VANGUARD INSTL INDEX FD18.2K shares-26.73%2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC2.9K shares5.25%2026-03-312026-04-08

TXN TEXAS INSTRS INC7.0K shares1.13%2026-03-312026-04-08

AWK AMERICAN WTR WKS CO INC NEW9.9K shares-14.74%2026-03-312026-04-08

NVR NVR INC204 shares-2.86%2026-03-312026-04-08

BALT INNOVATOR ETFS TRUST39.6K shares-0.52%2026-03-312026-04-08

Sponsored

IYM ISHARES TR7.5K shares-36.47%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS17.1K sharesnew addition2026-03-312026-04-08

CARR CARRIER GLOBAL CORPORATION23.3K shares-7.00%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC22.7K shares-16.66%2026-03-312026-04-08

IEI ISHARES TR10.9K shares105.08%2026-03-312026-04-08

FTGC FIRST TR EXCHANGE TRAD FD VI44.7K shares-14.43%2026-03-312026-04-08

CENTRAL BANCOMPANY CENTRAL BANCOMPANY53.4K sharesnew addition2026-03-312026-04-08

VOT VANGUARD INDEX FDS4.9K shares0.06%2026-03-312026-04-08

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TMUS T-MOBILE US INC5.9K shares5.12%2026-03-312026-04-08

FTSM FIRST TR EXCHANGE-TRADED FD20.6K shares0.00%2026-03-312026-04-08

T AT&T INC42.3K shares-14.33%2026-03-312026-04-08

IGM ISHARES TR10.3K shares5.68%2026-03-312026-04-08

GDX VANECK ETF TRUST13.3K shares-7.77%2026-03-312026-04-08

PNR PENTAIR PLC14.0K shares3.58%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP5.7K shares27.95%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP4.2K shares-11.91%2026-03-312026-04-08

Sponsored

SPEM SPDR INDEX SHS FDS25.8K shares-18.03%2026-03-312026-04-08

PHO INVESCO EXCHANGE TRADED FD T18.0K shares0.00%2026-03-312026-04-08

TFLO ISHARES TR23.6K shares-48.43%2026-03-312026-04-08

PAYX PAYCHEX INC12.8K shares-9.66%2026-03-312026-04-08

EXE EXPAND ENERGY CORPORATION10.7K shares-1.91%2026-03-312026-04-08

SLYV SPDR SERIES TRUST12.2K shares0.34%2026-03-312026-04-08

CCJ CAMECO CORP10.6K shares-0.11%2026-03-312026-04-08

HCA HCA HEALTHCARE INC2.4K shares-1.69%2026-03-312026-04-08

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ADP AUTOMATIC DATA PROCESSING IN5.7K shares-21.63%2026-03-312026-04-08

PFM INVESCO EXCHANGE TRADED FD T22.5K shares-1.22%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC13.2K shares-55.14%2026-03-312026-04-08

INTF ISHARES TR29.2K sharesnew addition2026-03-312026-04-08

XYL XYLEM INC9.5K shares-2.53%2026-03-312026-04-08

TTAN SERVICETITAN INC17.9K shares38.77%2026-03-312026-04-08

VOYA VOYA FINANCIAL INC16.6K shares-5.09%2026-03-312026-04-08

FNDC SCHWAB STRATEGIC TR24.5K shares1.07%2026-03-312026-04-08

Sponsored

NET CLOUDFLARE INC5.5K shares1.48%2026-03-312026-04-08

CTVA CORTEVA INC13.5K shares-3.57%2026-03-312026-04-08

EWC ISHARES INC20.6K shares-9.35%2026-03-312026-04-08

TDG TRANSDIGM GROUP INC965 shares5.35%2026-03-312026-04-08

PFEB INNOVATOR ETFS TRUST27.8K shares-0.62%2026-03-312026-04-08

LITE LUMENTUM HLDGS INC1.6K shares-8.39%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.2K shares7.14%2026-03-312026-04-08

ALL ALLSTATE CORP5.2K shares5.33%2026-03-312026-04-08

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KLAC KLA CORP732 shares28.87%2026-03-312026-04-08

DDFS INNOVATOR ETFS TRUST50.8K shares0.00%2026-03-312026-04-08

PHYS SPROTT ASSET MANAGEMENT LP30.1K shares0.00%2026-03-312026-04-08

HSBC HSBC HLDGS PLC12.9K shares-16.06%2026-03-312026-04-08

VGK VANGUARD INTL EQUITY INDEX F12.8K shares-11.23%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS11.1K shares5.52%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR7.1K shares-7.54%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST29.7K sharesnew addition2026-03-312026-04-08

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AER AERCAP HOLDINGS NV7.6K shares1.50%2026-03-312026-04-08

CTAS CINTAS CORP6.1K shares2.80%2026-03-312026-04-08

OEF ISHARES TR3.2K shares-10.32%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR6.3K shares-28.92%2026-03-312026-04-08

ASTS AST SPACEMOBILE INC12.2K shares5.42%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST27.9K sharesnew addition2026-03-312026-04-08

GTEK GOLDMAN SACHS ETF TR24.3K sharesnew addition2026-03-312026-04-08

MMM 3M CO6.8K shares-7.28%2026-03-312026-04-08

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XCEM COLUMBIA ETF TR II24.3K shares-0.98%2026-03-312026-04-08

JBL JABIL INC3.7K shares1.53%2026-03-312026-04-08

PBF PBF ENERGY INC20.7K sharesnew addition2026-03-312026-04-08

QXO QXO INC50.5K shares205.60%2026-03-312026-04-08

EA ELECTRONIC ARTS INC4.8K shares-1.49%2026-03-312026-04-08

UPST UPSTART HLDGS INC38.2K shares-5.57%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC2.5K shares4.85%2026-03-312026-04-08

ADSK AUTODESK INC4.0K shares1.34%2026-03-312026-04-08

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KMB KIMBERLY-CLARK CORP10.0K shares-9.80%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST24.7K sharesnew addition2026-03-312026-04-08

FCX FREEPORT MCMORAN INC16.3K shares5.73%2026-03-312026-04-08

IXN ISHARES TR9.5K shares7.93%2026-03-312026-04-08

SONY SONY GROUP CORP45.6K shares14.47%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F6.5K shares50.81%2026-03-312026-04-08

EFAV ISHARES TR10.3K shares-2.26%2026-03-312026-04-08

ISTB ISHARES TR19.4K shares-11.55%2026-03-312026-04-08

Sponsored

USB US BANCORP18.1K shares0.33%2026-03-312026-04-08

FPEI FIRST TR EXCH TRADED FD III49.2K shares-45.14%2026-03-312026-04-08

BOXX EA SERIES TRUST8.0K shares0.00%2026-03-312026-04-08

SPTL SPDR SERIES TRUST35.1K shares-9.31%2026-03-312026-04-08

URBN URBAN OUTFITTERS INC14.4K shares0.00%2026-03-312026-04-08

JGRO J P MORGAN EXCHANGE TRADED F10.7K shares-1.77%2026-03-312026-04-08

FICO FAIR ISAAC CORP836 shares1.70%2026-03-312026-04-08

MP MP MATERIALS CORP18.4K shares0.11%2026-03-312026-04-08

Sponsored

CL COLGATE PALMOLIVE CO10.4K shares-5.55%2026-03-312026-04-08

FAST FASTENAL CO18.9K shares18.62%2026-03-312026-04-08

IHI ISHARES TR16.4K shares-22.65%2026-03-312026-04-08

CMG CHIPOTLE MEXICAN GRILL INC26.9K shares0.55%2026-03-312026-04-08

AEM AGNICO EAGLE MINES LTD4.2K shares13.39%2026-03-312026-04-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares6.04%2026-03-312026-04-08

WF WOORI FINL GROUP INC12.9K shares13.15%2026-03-312026-04-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.3K shares0.73%2026-03-312026-04-08

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PMBS PIMCO ETF TR17.0K shares18.02%2026-03-312026-04-08

RSG REPUBLIC SVCS INC3.8K shares1.16%2026-03-312026-04-08

SJM SMUCKER J M CO8.7K shares-12.39%2026-03-312026-04-08

MDYG SPDR SERIES TRUST8.7K shares-25.25%2026-03-312026-04-08

CAVA CAVA GROUP INC10.1K shares1.54%2026-03-312026-04-08

AFL AFLAC INC7.4K shares-4.54%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC6.2K shares2.81%2026-03-312026-04-08

VONE VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-03-312026-04-08

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VONV VANGUARD SCOTTSDALE FDS8.7K shares0.00%2026-03-312026-04-08

MSI MOTOROLA SOLUTIONS INC1.9K shares-0.11%2026-03-312026-04-08

DOW DOW HLDGS INC19.4K shares-0.93%2026-03-312026-04-08

MSGE MADISON SQUARE GARDEN ENTMT13.7K shares-4.89%2026-03-312026-04-08

EEMV ISHARES INC12.3K shares-1.92%2026-03-312026-04-08

TDIV FIRST TR EXCHANGE TRADED FD8.3K shares0.00%2026-03-312026-04-08

IAK ISHARES TR6.1K shares-11.87%2026-03-312026-04-08

RYN RAYONIER INC37.7K sharesnew addition2026-03-312026-04-08

Sponsored

IWN ISHARES TR4.1K shares-10.69%2026-03-312026-04-08

TSCO TRACTOR SUPPLY CO17.1K shares-11.46%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR16.5K shares0.04%2026-03-312026-04-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY9.8K shares-10.80%2026-03-312026-04-08

DES WISDOMTREE TR21.3K shares8.48%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC794 shares5.73%2026-03-312026-04-08

AOR ISHARES TR11.8K shares6.65%2026-03-312026-04-08

CMI CUMMINS INC1.4K shares-0.98%2026-03-312026-04-08

Sponsored

NOC NORTHROP GRUMMAN CORP1.1K shares-16.53%2026-03-312026-04-08

EW EDWARDS LIFESCIENCES CORP9.3K shares-0.11%2026-03-312026-04-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC16.1K shares3.75%2026-03-312026-04-08

ROP ROPER TECHNOLOGIES INC2.1K shares-2.61%2026-03-312026-04-08

ROKU ROKU INC7.8K shares1.05%2026-03-312026-04-08

IMCB ISHARES TR8.8K shares-9.76%2026-03-312026-04-08

SW SMURFIT WESTROCK PLC18.4K shares0.67%2026-03-312026-04-08

ADBE ADOBE INC3.0K shares1.36%2026-03-312026-04-08

Sponsored

DHI D R HORTON INC5.3K shares-2.70%2026-03-312026-04-08

SHOP SHOPIFY INC6.0K shares35.23%2026-03-312026-04-08

TGT TARGET CORP5.9K shares4.78%2026-03-312026-04-08

CMCSA COMCAST CORP NEW24.7K shares6.71%2026-03-312026-04-08

STIP ISHARES TR6.8K shares-97.73%2026-03-312026-04-08

EOG EOG RES INC4.9K shares-16.67%2026-03-312026-04-08

APD AIR PRODUCTS AND CHEMICALS I2.4K shares-2.37%2026-03-312026-04-08

ISHG ISHARES TR9.4K sharesnew addition2026-03-312026-04-08

Sponsored

DAL DELTA AIR LINES INC10.5K shares9.83%2026-03-312026-04-08

EWJ ISHARES INC8.2K shares6.58%2026-03-312026-04-08

CW CURTISS WRIGHT CORP1.0K shares1.09%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC3.3K shares3.96%2026-03-312026-04-08

SCHF

SCHWAB STRATEGIC TR

11.29%

Shares15.5M

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

39.89%

Shares4.2M

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

24.59%

Shares4.0M

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

1.57%

Shares763.4K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

12.68%

Shares2.0M

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

27.11%

Shares2.0M

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

3.23%

Shares434.5K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

8.85%

Shares2.1M

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

96.68%

Shares215.5K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-10.58%

Shares224.8K

Event2026-03-31

Filed2026-04-08

GBIL

GOLDMAN SACHS ETF TR

-10.63%

Shares1.1M

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

7.43%

Shares2.1M

Event2026-03-31

Filed2026-04-08

QLTA

ISHARES TR

11.76%

Shares2.3M

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

14.12%

Shares438.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

3.55%

Shares567.4K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

2.61%

Shares305.0K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

68.99%

Shares1.1M

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

6.77%

Shares458.1K

Event2026-03-31

Filed2026-04-08

GCAL

GOLDMAN SACHS ETF TR

14.50%

Shares1.9M

Event2026-03-31

Filed2026-04-08

VFLO

VICTORY PORTFOLIOS II

-0.91%

Shares2.2M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.81%

Shares287.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-12.51%

Shares130.7K

Event2026-03-31

Filed2026-04-08

EMXC

ISHARES INC

-7.22%

Shares956.1K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

39.34%

Shares1.4M

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

796.28%

Shares1.4M

Event2026-03-31

Filed2026-04-08

PPA

INVESCO EXCHANGE TRADED FD T

14.11%

Shares399.7K

Event2026-03-31

Filed2026-04-08

VTEC

VANGUARD CALIF TAX FREE FDS

12.19%

Shares636.3K

Event2026-03-31

Filed2026-04-08

GFLW

VICTORY PORTFOLIOS II

35.77%

Shares2.3M

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-16.06%

Shares277.1K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-26.57%

Shares300.8K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

-39.86%

Shares563.7K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

-15.01%

Shares573.1K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

0.88%

Shares684.5K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

1.88%

Shares836.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

15.00%

Shares171.0K

Event2026-03-31

Filed2026-04-08

ESGU

ISHARES TR

10.06%

Shares344.5K

Event2026-03-31

Filed2026-04-08

JPLD

J P MORGAN EXCHANGE TRADED F

3.03%

Shares918.3K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

7.56%

Shares482.2K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

-10.22%

Shares532.8K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-7.86%

Shares70.7K

Event2026-03-31

Filed2026-04-08

SPMD

SPDR SERIES TRUST

17.84%

Shares743.7K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

6.50%

Shares1.3M

Event2026-03-31

Filed2026-04-08

IWR

ISHARES TR

-9.57%

Shares441.1K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-0.84%

Shares133.6K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

4.39%

Shares815.1K

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

7.39%

Shares64.0K

Event2026-03-31

Filed2026-04-08

GMUB

GOLDMAN SACHS ETF TR

New

Shares717.6K

Event2026-03-31

Filed2026-04-08

CGIB

CAPITAL GRP FIXED INCM ETF T

3.51%

Shares1.4M

Event2026-03-31

Filed2026-04-08

2023 ETF SERIES TRUST

65.65%

Shares1.0M

Event2026-03-31

Filed2026-04-08

TBLL

INVESCO EXCH TRADED FD TR II

-13.14%

Shares326.3K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-9.21%

Shares353.8K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

7.98%

Shares645.6K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

147.93%

Shares488.1K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-3.72%

Shares68.0K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

6.86%

Shares641.4K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-1.59%

Shares221.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-4.56%

Shares114.0K

Event2026-03-31

Filed2026-04-08

PWZ

INVESCO EXCH TRADED FD TR II

3.63%

Shares1.2M

Event2026-03-31

Filed2026-04-08

JTEK

J P MORGAN EXCHANGE TRADED F

1.51%

Shares366.8K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

2.50%

Shares303.6K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-1.39%

Shares231.1K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-2.67%

Shares92.4K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-2.02%

Shares115.9K

Event2026-03-31

Filed2026-04-08

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares1.0M

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-0.21%

Shares25.3K

Event2026-03-31

Filed2026-04-08

EPI

WISDOMTREE TR

-13.37%

Shares594.4K

Event2026-03-31

Filed2026-04-08

EAGG

ISHARES TR

5.67%

Shares502.2K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

New

Shares405.8K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

0.05%

Shares251.0K

Event2026-03-31

Filed2026-04-08

SPSM

SPDR SERIES TRUST

20.01%

Shares457.7K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

4.08%

Shares149.2K

Event2026-03-31

Filed2026-04-08

CATF

AMERICAN CENTY ETF TR

9.40%

Shares411.8K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

-3.71%

Shares33.1K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

5.17%

Shares22.1K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

1.31%

Shares22.8K

Event2026-03-31

Filed2026-04-08

VOOG

VANGUARD ADMIRAL FDS INC

0.69%

Shares46.0K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

330.26%

Shares641.8K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

-40.79%

Shares344.6K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

135.51%

Shares145.3K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

3.36%

Shares47.8K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

3.81%

Shares25.0K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

1.10%

Shares53.7K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-2.63%

Shares40.6K

Event2026-03-31

Filed2026-04-08

VISA INC

-1.23%

Shares56.9K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

-3.17%

Shares129.0K

Event2026-03-31

Filed2026-04-08

PAPR

INNOVATOR ETFS TRUST

-12.20%

Shares415.8K

Event2026-03-31

Filed2026-04-08

MCHB

MECHANICS BANCORP

0.00%

Shares1.1M

Event2026-03-31

Filed2026-04-08

PZA

INVESCO EXCH TRADED FD TR II

-50.47%

Shares690.7K

Event2026-03-31

Filed2026-04-08

IAPR

INNOVATOR ETFS TRUST

-13.87%

Shares499.7K

Event2026-03-31

Filed2026-04-08

GVI

ISHARES TR

6.42%

Shares147.8K

Event2026-03-31

Filed2026-04-08

SPTS

SPDR SERIES TRUST

3.16%

Shares536.6K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

10.22%

Shares219.3K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

-4.51%

Shares295.7K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-8.69%

Shares74.4K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

8.67%

Shares33.2K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

4.52%

Shares65.3K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

7.03%

Shares83.5K

Event2026-03-31

Filed2026-04-08

TCAF

T ROWE PRICE ETF INC

1.37%

Shares396.9K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-25.67%

Shares67.6K

Event2026-03-31

Filed2026-04-08

ESGV

VANGUARD WORLD FD

-1.73%

Shares120.8K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

1.46%

Shares117.3K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-17.91%

Shares61.6K

Event2026-03-31

Filed2026-04-08

FMB

FIRST TR EXCH TRADED FD III

-78.17%

Shares253.9K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

-4.95%

Shares261.2K

Event2026-03-31

Filed2026-04-08

DFSB

DIMENSIONAL ETF TRUST

-25.20%

Shares245.1K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

-0.04%

Shares52.2K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

44.75%

Shares127.6K

Event2026-03-31

Filed2026-04-08

EQIX

EQUINIX INC

0.85%

Shares12.5K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-4.01%

Shares99.5K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

35.68%

Shares124.1K

Event2026-03-31

Filed2026-04-08

NYF

ISHARES TR

-17.96%

Shares223.1K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-3.71%

Shares37.9K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares16

Event2026-03-31

Filed2026-04-08

GMNY

GOLDMAN SACHS ETF TR

-21.74%

Shares228.2K

Event2026-03-31

Filed2026-04-08

TPL

TEXAS PACIFIC LAND CORPORATI

2.69%

Shares23.4K

Event2026-03-31

Filed2026-04-08

IWL

ISHARES TR

-19.12%

Shares66.3K

Event2026-03-31

Filed2026-04-08

JCI

JOHNSON CONTROLS INTERNATION

1.88%

Shares78.8K

Event2026-03-31

Filed2026-04-08

SBUX

STARBUCKS CORP

3.18%

Shares111.2K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

12.47%

Shares28.8K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

7.85%

Shares62.0K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

1.77%

Shares47.0K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-1.53%

Shares31.4K

Event2026-03-31

Filed2026-04-08

WDC

WESTERN DIGITAL CORP

0.89%

Shares34.7K

Event2026-03-31

Filed2026-04-08

SPGI

S&P GLOBAL INC

-4.99%

Shares22.1K

Event2026-03-31

Filed2026-04-08

IBDR

ISHARES TR

170.13%

Shares385.2K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

2.61%

Shares40.4K

Event2026-03-31

Filed2026-04-08

FDX

FEDEX CORP

-0.54%

Shares25.9K

Event2026-03-31

Filed2026-04-08

DEERE & CO

6.01%

Shares16.3K

Event2026-03-31

Filed2026-04-08

ESGE

ISHARES INC

2.22%

Shares198.5K

Event2026-03-31

Filed2026-04-08

NUBD

NUSHARES ETF TR

36.79%

Shares401.3K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

187.80%

Shares46.0K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-10.77%

Shares59.4K

Event2026-03-31

Filed2026-04-08

MNST

MONSTER BEVERAGE CORP NEW

-1.64%

Shares118.6K

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

-9.52%

Shares70.8K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

11.25%

Shares229.6K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-38.83%

Shares110.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

19.30%

Shares28.7K

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

-0.06%

Shares173.0K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

2.35%

Shares95.2K

Event2026-03-31

Filed2026-04-08

IBDS

ISHARES TR

57.05%

Shares331.0K

Event2026-03-31

Filed2026-04-08

ATLANTA BRAVES HLDGS INC

1.15%

Shares185.2K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

8.83%

Shares31.7K

Event2026-03-31

Filed2026-04-08

AMRZ

AMRIZE LTD

3.20%

Shares138.5K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

-3.15%

Shares38.1K

Event2026-03-31

Filed2026-04-08

XJH

ISHARES TR

6.34%

Shares165.3K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

-6.11%

Shares104.2K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

6.98%

Shares8.3K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

17.14%

Shares23.3K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

-10.43%

Shares50.5K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

-1.87%

Shares63.3K

Event2026-03-31

Filed2026-04-08

PAUG

INNOVATOR ETFS TRUST

-7.46%

Shares164.8K

Event2026-03-31

Filed2026-04-08

IVOG

VANGUARD ADMIRAL FDS INC

-0.12%

Shares56.2K

Event2026-03-31

Filed2026-04-08

FCAL

FIRST TR EXCH TRADED FD III

-4.03%

Shares143.5K

Event2026-03-31

Filed2026-04-08

IQLT

ISHARES TR

87.03%

Shares150.6K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

-1.92%

Shares13.9K

Event2026-03-31

Filed2026-04-08

BMY

BRISTOL-MYERS SQUIBB CO

-0.05%

Shares111.8K

Event2026-03-31

Filed2026-04-08

IBDT

ISHARES TR

20.56%

Shares265.1K

Event2026-03-31

Filed2026-04-08

SNDK

SANDISK CORP

1.40%

Shares10.4K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-2.32%

Shares215.1K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

2.70%

Shares84.9K

Event2026-03-31

Filed2026-04-08

KEYS

KEYSIGHT TECHNOLOGIES INC

6.54%

Shares22.8K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

-2.77%

Shares228.3K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

1.91%

Shares82.6K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

4.68%

Shares120.5K

Event2026-03-31

Filed2026-04-08

TJX

TJX COS INC NEW

9.07%

Shares39.7K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

-2.60%

Shares7.2K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-0.09%

Shares29.1K

Event2026-03-31

Filed2026-04-08

CHUBB LTD SWITZ

14.16%

Shares19.0K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-11.98%

Shares31.5K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-63.35%

Shares57.2K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

-8.80%

Shares29.0K

Event2026-03-31

Filed2026-04-08

UPS

UNITED PARCEL SVCS INC

-3.96%

Shares60.6K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

-2.12%

Shares32.1K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

-72.32%

Shares54.6K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

-54.40%

Shares12.5K

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

11.02%

Shares41.4K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

3.85%

Shares38.6K

Event2026-03-31

Filed2026-04-08

FENY

FIDELITY COVINGTON TRUST

2.00%

Shares167.6K

Event2026-03-31

Filed2026-04-08

RYDER SYS INC

0.03%

Shares27.6K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

175.74%

Shares122.1K

Event2026-03-31

Filed2026-04-08

LIBERTY MEDIA CORP DEL

-0.18%

Shares65.0K

Event2026-03-31

Filed2026-04-08

LINDE PLC

15.56%

Shares11.0K

Event2026-03-31

Filed2026-04-08

DFSU

DIMENSIONAL ETF TRUST

-7.21%

Shares132.5K

Event2026-03-31

Filed2026-04-08

TRV

TRAVELERS COMPANIES INC

0.12%

Shares18.2K

Event2026-03-31

Filed2026-04-08

DIHP

DIMENSIONAL ETF TRUST

19.50%

Shares164.5K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

-3.18%

Shares74.3K

Event2026-03-31

Filed2026-04-08

JAVA

J P MORGAN EXCHANGE TRADED F

-1.89%

Shares71.0K

Event2026-03-31

Filed2026-04-08

TOST

TOAST INC

0.05%

Shares192.0K

Event2026-03-31

Filed2026-04-08

BOEING CO

1.44%

Shares25.5K

Event2026-03-31

Filed2026-04-08

CSX

CSX CORP

-3.36%

Shares123.1K

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

3.44%

Shares64.2K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WKS INC

-4.55%

Shares18.9K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-15.14%

Shares11.1K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

16.21%

Shares144.8K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

1.18%

Shares16.8K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

0.14%

Shares101.4K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

-9.20%

Shares35.7K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

3.63%

Shares23.1K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-3.04%

Shares19.7K

Event2026-03-31

Filed2026-04-08

EFAX

SPDR INDEX SHS FDS

-9.27%

Shares93.0K

Event2026-03-31

Filed2026-04-08

THE CIGNA GROUP

0.23%

Shares17.3K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

-1.18%

Shares60.7K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

-2.64%

Shares28.7K

Event2026-03-31

Filed2026-04-08

SYY

SYSCO CORP

-8.52%

Shares60.3K

Event2026-03-31

Filed2026-04-08

SUSC

ISHARES TR

3.26%

Shares184.4K

Event2026-03-31

Filed2026-04-08

PJUL

INNOVATOR ETFS TRUST

-14.84%

Shares92.7K

Event2026-03-31

Filed2026-04-08

NOW

SERVICENOW INC

49.93%

Shares40.7K

Event2026-03-31

Filed2026-04-08

VRTX

VERTEX PHARMACEUTICALS INC

-3.21%

Shares9.5K

Event2026-03-31

Filed2026-04-08

PLD

PROLOGIS INC.

37.70%

Shares31.8K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

-44.11%

Shares117.7K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

New

Shares48.3K

Event2026-03-31

Filed2026-04-08

COHERENT CORP

6.16%

Shares17.5K

Event2026-03-31

Filed2026-04-08

SCHW

SCHWAB CHARLES CORP

-4.18%

Shares44.2K

Event2026-03-31

Filed2026-04-08

VLUE

ISHARES TR

1832.97%

Shares28.7K

Event2026-03-31

Filed2026-04-08

CALI

BLACKROCK ETF TRUST II

198.07%

Shares80.7K

Event2026-03-31

Filed2026-04-08

FVD

FIRST TR EXCHANGE-TRADED FD

-2.97%

Shares84.9K

Event2026-03-31

Filed2026-04-08

APOLLO GLOBAL MGMT INC

68.86%

Shares35.4K

Event2026-03-31

Filed2026-04-08

YUM

YUM BRANDS INC

3.54%

Shares25.2K

Event2026-03-31

Filed2026-04-08

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-9.65%

Shares19.7K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

6.14%

Shares24.2K

Event2026-03-31

Filed2026-04-08

WAB

WABTEC

-0.04%

Shares15.5K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

-11.08%

Shares67.7K

Event2026-03-31

Filed2026-04-08

BWXT

BWX TECHNOLOGIES INC

0.01%

Shares18.7K

Event2026-03-31

Filed2026-04-08

REGN

REGENERON PHARMACEUTICALS

30.87%

Shares4.9K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

1.47%

Shares10.6K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

-11.88%

Shares44.9K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

-32.21%

Shares77.4K

Event2026-03-31

Filed2026-04-08

DFEV

DIMENSIONAL ETF TRUST

4.04%

Shares102.7K

Event2026-03-31

Filed2026-04-08

BOND

PIMCO ETF TR

-9.62%

Shares39.6K

Event2026-03-31

Filed2026-04-08

SOXX

ISHARES TR

-11.28%

Shares11.1K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

3.59%

Shares117.2K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

0.94%

Shares26.6K

Event2026-03-31

Filed2026-04-08

DEM

WISDOMTREE TR

-51.93%

Shares72.5K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

-43.32%

Shares136.7K

Event2026-03-31

Filed2026-04-08

BBUS

J P MORGAN EXCHANGE TRADED F

-9.26%

Shares30.6K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

1.56%

Shares26.8K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

55.62%

Shares10.3K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

7.67%

Shares21.2K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

30.76%

Shares41.8K

Event2026-03-31

Filed2026-04-08

ESS

ESSEX PPTY TR INC

-0.87%

Shares14.2K

Event2026-03-31

Filed2026-04-08

ORLY

OREILLY AUTOMOTIVE INC

13.95%

Shares37.0K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

-5.11%

Shares9.5K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

277.45%

Shares9.3K

Event2026-03-31

Filed2026-04-08

IBDU

ISHARES TR

49.39%

Shares142.3K

Event2026-03-31

Filed2026-04-08

BLACKSTONE INC

-13.48%

Shares28.1K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

22.46%

Shares36.1K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

-1.33%

Shares21.7K

Event2026-03-31

Filed2026-04-08

MCO

MOODYS CORP

2.92%

Shares7.1K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

-4.83%

Shares39.1K

Event2026-03-31

Filed2026-04-08

QLD

PROSHARES TR

-6.90%

Shares50.8K

Event2026-03-31

Filed2026-04-08

TE CONNECTIVITY PLC

0.02%

Shares14.8K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

0.57%

Shares16.8K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

10.34%

Shares16.5K

Event2026-03-31

Filed2026-04-08

LPX

LOUISIANA PAC CORP

-0.08%

Shares41.8K

Event2026-03-31

Filed2026-04-08

ESML

ISHARES TR

-8.05%

Shares64.3K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-3.34%

Shares4.1K

Event2026-03-31

Filed2026-04-08

SHYG

ISHARES TR

-13.04%

Shares67.7K

Event2026-03-31

Filed2026-04-08

MAR

MARRIOTT INTL INC NEW

16.44%

Shares8.7K

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

16.16%

Shares124.3K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

-1.85%

Shares5.8K

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

-4.60%

Shares10.2K

Event2026-03-31

Filed2026-04-08

ECL

ECOLAB INC

14.24%

Shares10.6K

Event2026-03-31

Filed2026-04-08

TRANE TECHNOLOGIES PLC

-2.12%

Shares6.7K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-4.00%

Shares12.8K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

75.82%

Shares31.2K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

42.21%

Shares8.2K

Event2026-03-31

Filed2026-04-08

EBAY

EBAY INC.

2.06%

Shares30.0K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

-1.29%

Shares26.6K

Event2026-03-31

Filed2026-04-08

SUSA

ISHARES TR

2.54%

Shares20.2K

Event2026-03-31

Filed2026-04-08

SPG

SIMON PPTY GROUP INC NEW

-0.80%

Shares14.3K

Event2026-03-31

Filed2026-04-08

MSGS

MADISON SQUARE GRDN SPRT COR

-2.41%

Shares8.3K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-1.76%

Shares28.5K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

10.56%

Shares35.2K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

-26.84%

Shares6.1K

Event2026-03-31

Filed2026-04-08

FIRST TR EXCHANGE TRADED FD

-2.02%

Shares43.1K

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

-8.38%

Shares23.2K

Event2026-03-31

Filed2026-04-08

RAAX

VANECK ETF TRUST

-22.02%

Shares62.5K

Event2026-03-31

Filed2026-04-08

IVOV

VANGUARD ADMIRAL FDS INC

-0.30%

Shares24.9K

Event2026-03-31

Filed2026-04-08

LNG

CHENIERE ENERGY INC

-1.56%

Shares8.8K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

-70.87%

Shares49.1K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

3.67%

Shares54.7K

Event2026-03-31

Filed2026-04-08

SMTC

SEMTECH CORP

0.00%

Shares30.9K

Event2026-03-31

Filed2026-04-08

CDNS

CADENCE DESIGN SYSTEM INC

11.16%

Shares8.4K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-11.88%

Shares22.8K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

0.17%

Shares14.2K

Event2026-03-31

Filed2026-04-08

MMC

MARSH & MCLENNAN COS INC

-3.54%

Shares13.4K

Event2026-03-31

Filed2026-04-08

PZT

INVESCO EXCH TRADED FD TR II

-22.00%

Shares104.9K

Event2026-03-31

Filed2026-04-08

RDNT

RADNET INC

713.63%

Shares40.7K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-3.19%

Shares8.4K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

22.22%

Shares27.7K

Event2026-03-31

Filed2026-04-08

CME

CME GROUP INC

2.91%

Shares7.4K

Event2026-03-31

Filed2026-04-08

ROST

ROSS STORES INC

0.86%

Shares9.9K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

11.49%

Shares21.9K

Event2026-03-31

Filed2026-04-08

BKNG

BOOKING HOLDINGS INC

-0.20%

Shares500

Event2026-03-31

Filed2026-04-08

BSX

BOSTON SCIENTIFIC CORP

12.35%

Shares33.4K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

-49.90%

Shares26.3K

Event2026-03-31

Filed2026-04-08

IXG

ISHARES TR

New

Shares18.3K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

-8.72%

Shares42.3K

Event2026-03-31

Filed2026-04-08

SHW

SHERWIN WILLIAMS CO

-11.67%

Shares6.4K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

0.98%

Shares5.4K

Event2026-03-31

Filed2026-04-08

EFG

ISHARES TR

165.66%

Shares18.3K

Event2026-03-31

Filed2026-04-08

IBDV

ISHARES TR

55.12%

Shares91.4K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

6.06%

Shares22.4K

Event2026-03-31

Filed2026-04-08

TLH

ISHARES TR

-68.77%

Shares19.6K

Event2026-03-31

Filed2026-04-08

COIN

COINBASE GLOBAL INC

466.99%

Shares11.1K

Event2026-03-31

Filed2026-04-08

JPIE

J P MORGAN EXCHANGE TRADED F

-5.21%

Shares41.9K

Event2026-03-31

Filed2026-04-08

XSW

SPDR SERIES TRUST

853.36%

Shares13.5K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

-1.49%

Shares62.4K

Event2026-03-31

Filed2026-04-08

IBB

ISHARES TR

-14.26%

Shares11.2K

Event2026-03-31

Filed2026-04-08

TAPR

INNOVATOR ETFS TRUST

-12.35%

Shares72.4K

Event2026-03-31

Filed2026-04-08

EEMX

SPDR INDEX SHS FDS

-8.22%

Shares41.8K

Event2026-03-31

Filed2026-04-08

DHR

DANAHER CORP DEL

-1.16%

Shares9.6K

Event2026-03-31

Filed2026-04-08

WPM

WHEATON PRECIOUS METALS CORP

3.91%

Shares13.6K

Event2026-03-31

Filed2026-04-08

TEX

TEREX CORP NEW

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-08

COF

CAPITAL ONE FINL CORP

6.10%

Shares9.6K

Event2026-03-31

Filed2026-04-08

DBEF

DBX ETF TR

-0.45%

Shares35.2K

Event2026-03-31

Filed2026-04-08

ZMAR

INNOVATOR ETFS TRUST

-20.86%

Shares63.1K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

3.90%

Shares38.1K

Event2026-03-31

Filed2026-04-08

GLOF

ISHARES TR

-0.86%

Shares33.3K

Event2026-03-31

Filed2026-04-08

FORD MTR CO

-0.42%

Shares150.2K

Event2026-03-31

Filed2026-04-08

IGIB

ISHARES TR

-6.93%

Shares32.4K

Event2026-03-31

Filed2026-04-08

IEUR

ISHARES TR

1.29%

Shares24.4K

Event2026-03-31

Filed2026-04-08

ICSH

ISHARES TR

-12.72%

Shares33.7K

Event2026-03-31

Filed2026-04-08

FTCB

FIRST TR EXCHANGE-TRADED FD

22.04%

Shares81.4K

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

-3.16%

Shares15.3K

Event2026-03-31

Filed2026-04-08

PYPL

PAYPAL HLDGS INC

-3.93%

Shares37.4K

Event2026-03-31

Filed2026-04-08

SPIB

SPDR SERIES TRUST

85.66%

Shares50.2K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

-0.54%

Shares2.8K

Event2026-03-31

Filed2026-04-08

RACE

FERRARI N V

1.00%

Shares4.9K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

-10.81%

Shares17.9K

Event2026-03-31

Filed2026-04-08

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-08

SPHD

INVESCO EXCH TRADED FD TR II

79.79%

Shares33.2K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

54.08%

Shares1.2K

Event2026-03-31

Filed2026-04-08

INNOVATOR ETFS TRUST

0.00%

Shares85.5K

Event2026-03-31

Filed2026-04-08

ABNB

AIRBNB INC

-0.05%

Shares12.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.13%

Shares5.4K

Event2026-03-31

Filed2026-04-08

IWP

ISHARES TR

-4.87%

Shares12.5K

Event2026-03-31

Filed2026-04-08

VLO

VALERO ENERGY CORP

115.20%

Shares6.5K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

-31.85%

Shares17.2K

Event2026-03-31

Filed2026-04-08

NVT

NVENT ELEC PLC

11.95%

Shares13.4K

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

-0.30%

Shares6.4K

Event2026-03-31

Filed2026-04-08

AVBH

AVIDBANK HLDGS INC

-16.87%

Shares54.2K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-15.29%

Shares6.4K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

70.88%

Shares59.9K

Event2026-03-31

Filed2026-04-08

JMOM

J P MORGAN EXCHANGE TRADED F

-0.86%

Shares22.5K

Event2026-03-31

Filed2026-04-08

IDV

ISHARES TR

-1.52%

Shares35.9K

Event2026-03-31

Filed2026-04-08

HOOD

ROBINHOOD MKTS INC

New

Shares21.8K

Event2026-03-31

Filed2026-04-08

SOFI

SOFI TECHNOLOGIES INC

4.68%

Shares95.1K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-1.37%

Shares9.1K

Event2026-03-31

Filed2026-04-08

JQUA

J P MORGAN EXCHANGE TRADED F

-2.68%

Shares24.6K

Event2026-03-31

Filed2026-04-08

FNV

FRANCO NEV CORP

-0.28%

Shares6.1K

Event2026-03-31

Filed2026-04-08

TWLO

TWILIO INC

0.73%

Shares12.0K

Event2026-03-31

Filed2026-04-08

DON

WISDOMTREE TR

7.78%

Shares28.6K

Event2026-03-31

Filed2026-04-08

INDA

ISHARES TR

-17.00%

Shares32.0K

Event2026-03-31

Filed2026-04-08

BABA

ALIBABA GROUP HLDG LTD

12.79%

Shares11.8K

Event2026-03-31

Filed2026-04-08

NKE

NIKE INC

-4.81%

Shares27.9K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

2.84%

Shares1.7K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-12.37%

Shares58.2K

Event2026-03-31

Filed2026-04-08

AME

AMETEK INC

1.56%

Shares6.7K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-33.95%

Shares11.1K

Event2026-03-31

Filed2026-04-08

VIOO

VANGUARD ADMIRAL FDS INC

0.49%

Shares12.2K

Event2026-03-31

Filed2026-04-08

ACWI

ISHARES TR

52.19%

Shares10.0K

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

-26.73%

Shares18.2K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

5.25%

Shares2.9K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

1.13%

Shares7.0K

Event2026-03-31

Filed2026-04-08

AWK

AMERICAN WTR WKS CO INC NEW

-14.74%

Shares9.9K

Event2026-03-31

Filed2026-04-08

NVR

NVR INC

-2.86%

Shares204

Event2026-03-31

Filed2026-04-08

BALT

INNOVATOR ETFS TRUST

-0.52%

Shares39.6K

Event2026-03-31

Filed2026-04-08

IYM

ISHARES TR

-36.47%

Shares7.5K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

New

Shares17.1K

Event2026-03-31

Filed2026-04-08

CARR

CARRIER GLOBAL CORPORATION

-7.00%

Shares23.3K

Event2026-03-31

Filed2026-04-08

MDLZ

MONDELEZ INTL INC

-16.66%

Shares22.7K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

105.08%

Shares10.9K

Event2026-03-31

Filed2026-04-08

FTGC

FIRST TR EXCHANGE TRAD FD VI

-14.43%

Shares44.7K

Event2026-03-31

Filed2026-04-08

CENTRAL BANCOMPANY

New

Shares53.4K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

0.06%

Shares4.9K

Event2026-03-31

Filed2026-04-08

TMUS

T-MOBILE US INC

5.12%

Shares5.9K

Event2026-03-31

Filed2026-04-08

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-08

AT&T INC

-14.33%

Shares42.3K

Event2026-03-31

Filed2026-04-08

IGM

ISHARES TR

5.68%

Shares10.3K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

-7.77%

Shares13.3K

Event2026-03-31

Filed2026-04-08

PNR

PENTAIR PLC

3.58%

Shares14.0K

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

27.95%

Shares5.7K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

-11.91%

Shares4.2K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-18.03%

Shares25.8K

Event2026-03-31

Filed2026-04-08

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-08

TFLO

ISHARES TR

-48.43%

Shares23.6K

Event2026-03-31

Filed2026-04-08

PAYX

PAYCHEX INC

-9.66%

Shares12.8K

Event2026-03-31

Filed2026-04-08

EXE

EXPAND ENERGY CORPORATION

-1.91%

Shares10.7K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

0.34%

Shares12.2K

Event2026-03-31

Filed2026-04-08

CCJ

CAMECO CORP

-0.11%

Shares10.6K

Event2026-03-31

Filed2026-04-08

HCA

HCA HEALTHCARE INC

-1.69%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ADP

AUTOMATIC DATA PROCESSING IN

-21.63%

Shares5.7K

Event2026-03-31

Filed2026-04-08

PFM

INVESCO EXCHANGE TRADED FD T

-1.22%

Shares22.5K

Event2026-03-31

Filed2026-04-08

MEDTRONIC PLC

-55.14%

Shares13.2K

Event2026-03-31

Filed2026-04-08

INTF

ISHARES TR

New

Shares29.2K

Event2026-03-31

Filed2026-04-08

XYL

XYLEM INC

-2.53%

Shares9.5K

Event2026-03-31

Filed2026-04-08

TTAN

SERVICETITAN INC

38.77%

Shares17.9K

Event2026-03-31

Filed2026-04-08

VOYA

VOYA FINANCIAL INC

-5.09%

Shares16.6K

Event2026-03-31

Filed2026-04-08

FNDC

SCHWAB STRATEGIC TR

1.07%

Shares24.5K

Event2026-03-31

Filed2026-04-08

NET

CLOUDFLARE INC

1.48%

Shares5.5K

Event2026-03-31

Filed2026-04-08

CTVA

CORTEVA INC

-3.57%

Shares13.5K

Event2026-03-31

Filed2026-04-08

EWC

ISHARES INC

-9.35%

Shares20.6K

Event2026-03-31

Filed2026-04-08

TDG

TRANSDIGM GROUP INC

5.35%

Shares965

Event2026-03-31

Filed2026-04-08

PFEB

INNOVATOR ETFS TRUST

-0.62%

Shares27.8K

Event2026-03-31

Filed2026-04-08

LITE

LUMENTUM HLDGS INC

-8.39%

Shares1.6K

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

7.14%

Shares3.2K

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

5.33%

Shares5.2K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

28.87%

Shares732

Event2026-03-31

Filed2026-04-08

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares50.8K

Event2026-03-31

Filed2026-04-08

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-08

HSBC

HSBC HLDGS PLC

-16.06%

Shares12.9K

Event2026-03-31

Filed2026-04-08

VGK

VANGUARD INTL EQUITY INDEX F

-11.23%

Shares12.8K

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

5.52%

Shares11.1K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

-7.54%

Shares7.1K

Event2026-03-31

Filed2026-04-08

DFSV

DIMENSIONAL ETF TRUST

New

Shares29.7K

Event2026-03-31

Filed2026-04-08

AER

AERCAP HOLDINGS NV

1.50%

Shares7.6K

Event2026-03-31

Filed2026-04-08

CTAS

CINTAS CORP

2.80%

Shares6.1K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

-10.32%

Shares3.2K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

-28.92%

Shares6.3K

Event2026-03-31

Filed2026-04-08

ASTS

AST SPACEMOBILE INC

5.42%

Shares12.2K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

New

Shares27.9K

Event2026-03-31

Filed2026-04-08

GTEK

GOLDMAN SACHS ETF TR

New

Shares24.3K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-7.28%

Shares6.8K

Event2026-03-31

Filed2026-04-08

XCEM

COLUMBIA ETF TR II

-0.98%

Shares24.3K

Event2026-03-31

Filed2026-04-08

JBL

JABIL INC

1.53%

Shares3.7K

Event2026-03-31

Filed2026-04-08

PBF

PBF ENERGY INC

New

Shares20.7K

Event2026-03-31

Filed2026-04-08

QXO

QXO INC

205.60%

Shares50.5K

Event2026-03-31

Filed2026-04-08

ELECTRONIC ARTS INC

-1.49%

Shares4.8K

Event2026-03-31

Filed2026-04-08

UPST

UPSTART HLDGS INC

-5.57%

Shares38.2K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

4.85%

Shares2.5K

Event2026-03-31

Filed2026-04-08

ADSK

AUTODESK INC

1.34%

Shares4.0K

Event2026-03-31

Filed2026-04-08

KMB

KIMBERLY-CLARK CORP

-9.80%

Shares10.0K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

New

Shares24.7K

Event2026-03-31

Filed2026-04-08

FCX

FREEPORT MCMORAN INC

5.73%

Shares16.3K

Event2026-03-31

Filed2026-04-08

IXN

ISHARES TR

7.93%

Shares9.5K

Event2026-03-31

Filed2026-04-08

SONY

SONY GROUP CORP

14.47%

Shares45.6K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

50.81%

Shares6.5K

Event2026-03-31

Filed2026-04-08

EFAV

ISHARES TR

-2.26%

Shares10.3K

Event2026-03-31

Filed2026-04-08

ISTB

ISHARES TR

-11.55%

Shares19.4K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

0.33%

Shares18.1K

Event2026-03-31

Filed2026-04-08

FPEI

FIRST TR EXCH TRADED FD III

-45.14%

Shares49.2K

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-08

SPTL

SPDR SERIES TRUST

-9.31%

Shares35.1K

Event2026-03-31

Filed2026-04-08

URBN

URBAN OUTFITTERS INC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-08

JGRO

J P MORGAN EXCHANGE TRADED F

-1.77%

Shares10.7K

Event2026-03-31

Filed2026-04-08

FICO

FAIR ISAAC CORP

1.70%

Shares836

Event2026-03-31

Filed2026-04-08

MP MATERIALS CORP

0.11%

Shares18.4K

Event2026-03-31

Filed2026-04-08

COLGATE PALMOLIVE CO

-5.55%

Shares10.4K

Event2026-03-31

Filed2026-04-08

FAST

FASTENAL CO

18.62%

Shares18.9K

Event2026-03-31

Filed2026-04-08

IHI

ISHARES TR

-22.65%

Shares16.4K

Event2026-03-31

Filed2026-04-08

CMG

CHIPOTLE MEXICAN GRILL INC

0.55%

Shares26.9K

Event2026-03-31

Filed2026-04-08

AEM

AGNICO EAGLE MINES LTD

13.39%

Shares4.2K

Event2026-03-31

Filed2026-04-08

SEAGATE TECHNOLOGY HLDNGS PL

6.04%

Shares2.2K

Event2026-03-31

Filed2026-04-08

WOORI FINL GROUP INC

13.15%

Shares12.9K

Event2026-03-31

Filed2026-04-08

QNITY ELECTRONICS INC

0.73%

Shares7.3K

Event2026-03-31

Filed2026-04-08

PMBS

PIMCO ETF TR

18.02%

Shares17.0K

Event2026-03-31

Filed2026-04-08

RSG

REPUBLIC SVCS INC

1.16%

Shares3.8K

Event2026-03-31

Filed2026-04-08

SJM

SMUCKER J M CO

-12.39%

Shares8.7K

Event2026-03-31

Filed2026-04-08

MDYG

SPDR SERIES TRUST

-25.25%

Shares8.7K

Event2026-03-31

Filed2026-04-08

CAVA

CAVA GROUP INC

1.54%

Shares10.1K

Event2026-03-31

Filed2026-04-08

AFL

AFLAC INC

-4.54%

Shares7.4K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

2.81%

Shares6.2K

Event2026-03-31

Filed2026-04-08

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

MSI

MOTOROLA SOLUTIONS INC

-0.11%

Shares1.9K

Event2026-03-31

Filed2026-04-08

DOW

DOW HLDGS INC

-0.93%

Shares19.4K

Event2026-03-31

Filed2026-04-08

MSGE

MADISON SQUARE GARDEN ENTMT

-4.89%

Shares13.7K

Event2026-03-31

Filed2026-04-08

EEMV

ISHARES INC

-1.92%

Shares12.3K

Event2026-03-31

Filed2026-04-08

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-08

IAK

ISHARES TR

-11.87%

Shares6.1K

Event2026-03-31

Filed2026-04-08

RYN

RAYONIER INC

New

Shares37.7K

Event2026-03-31

Filed2026-04-08

IWN

ISHARES TR

-10.69%

Shares4.1K

Event2026-03-31

Filed2026-04-08

TSCO

TRACTOR SUPPLY CO

-11.46%

Shares17.1K

Event2026-03-31

Filed2026-04-08

SCHC

SCHWAB STRATEGIC TR

0.04%

Shares16.5K

Event2026-03-31

Filed2026-04-08

CANADIAN PACIFIC KANSAS CITY

-10.80%

Shares9.8K

Event2026-03-31

Filed2026-04-08

DES

WISDOMTREE TR

8.48%

Shares21.3K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

5.73%

Shares794

Event2026-03-31

Filed2026-04-08

AOR

ISHARES TR

6.65%

Shares11.8K

Event2026-03-31

Filed2026-04-08

CMI

CUMMINS INC

-0.98%

Shares1.4K

Event2026-03-31

Filed2026-04-08

NOC

NORTHROP GRUMMAN CORP

-16.53%

Shares1.1K

Event2026-03-31

Filed2026-04-08

EDWARDS LIFESCIENCES CORP

-0.11%

Shares9.3K

Event2026-03-31

Filed2026-04-08

DUPONT DE NEMOURS INC

3.75%

Shares16.1K

Event2026-03-31

Filed2026-04-08

ROP

ROPER TECHNOLOGIES INC

-2.61%

Shares2.1K

Event2026-03-31

Filed2026-04-08

ROKU

ROKU INC

1.05%

Shares7.8K

Event2026-03-31

Filed2026-04-08

IMCB

ISHARES TR

-9.76%

Shares8.8K

Event2026-03-31

Filed2026-04-08

SMURFIT WESTROCK PLC

0.67%

Shares18.4K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

1.36%

Shares3.0K

Event2026-03-31

Filed2026-04-08

DHI

D R HORTON INC

-2.70%

Shares5.3K

Event2026-03-31

Filed2026-04-08

SHOP

SHOPIFY INC

35.23%

Shares6.0K

Event2026-03-31

Filed2026-04-08

TGT

TARGET CORP

4.78%

Shares5.9K

Event2026-03-31

Filed2026-04-08

CMCSA

COMCAST CORP NEW

6.71%

Shares24.7K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

-97.73%

Shares6.8K

Event2026-03-31

Filed2026-04-08

EOG

EOG RES INC

-16.67%

Shares4.9K

Event2026-03-31

Filed2026-04-08

APD

AIR PRODUCTS AND CHEMICALS I

-2.37%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ISHG

ISHARES TR

New

Shares9.4K

Event2026-03-31

Filed2026-04-08

DAL

DELTA AIR LINES INC

9.83%

Shares10.5K

Event2026-03-31

Filed2026-04-08

EWJ

ISHARES INC

6.58%

Shares8.2K

Event2026-03-31

Filed2026-04-08

CURTISS WRIGHT CORP

1.09%

Shares1.0K

Event2026-03-31

Filed2026-04-08

PNC

PNC FINL SVCS GROUP INC

3.96%

Shares3.3K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

VALERO ENERGY CORP Call CallVALERO ENERGY CORP10.0K sharesnew addition2026-03-312026-04-08

BLUE OWL CAPITAL INC Call CallBLUE OWL CAPITAL INC10.0K sharesnew addition2026-03-312026-04-08

VALERO ENERGY CORP Call

VALERO ENERGY CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

BLUE OWL CAPITAL INC Call

BLUE OWL CAPITAL INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR4.6K shares475.00%2026-03-312026-04-08

EXXON MOBIL CORP Put PutEXXON MOBIL CORP10.0K sharesnew addition2026-03-312026-04-08

MICROSOFT CORP Put PutMICROSOFT CORP1.9K shares11.76%2026-03-312026-04-08

AMAZON COM INC Put PutAMAZON COM INC1.8K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL Put PutBERKSHIRE HATHAWAY INC DEL600 shares0.00%2026-03-312026-04-08

INVESCO QQQ TR Put

INVESCO QQQ TR

475.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

EXXON MOBIL CORP Put

EXXON MOBIL CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

MICROSOFT CORP Put

MICROSOFT CORP

11.76%

Shares1.9K

Event2026-03-31

Filed2026-04-08

AMAZON COM INC Put

AMAZON COM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL Put

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares600

Event2026-03-31

Filed2026-04-08