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The Analysis of MISSION WEALTH MANAGEMENT, LP's Holdings & P&L

Currently, MISSION WEALTH MANAGEMENT, LP holds 703 types of securities in its portfolio with a total value $4.8B. In the most recent quarter, they have increased their positions in AVDE (+2.0M shares, valued at $165.6M), DFUS (+379.7K shares, valued at $26.9M), GPIX (+477.7K shares, valued at $23.9M); decreased their positions in IEFA (-1.7M shares, valued at $157.3M), NVDA (-65.1K shares, valued at $11.3M), AAPL (-41.6K shares, valued at $10.6M); initiated new positions in BIV (+137.1K shares, valued at $10.6M), BSV (+115.7K shares, valued at $9.1M), BE (+17.7K shares, valued at $2.4M).

1M P&L

+35.0M+0.69%

3M P&L

-2.2B-30.37%

HY P&L

-2.0B-28.57%

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/A3.2B

68.9%

2Consumer Electronics255.5M

5.5%

3Software - Infrastructure239.9M

5.1%

Top Industries by Stock Count

1N/A276 stocks

42.5%

2Software - Application19 stocks

2.9%

3Software - Infrastructure15 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS2.4M shares-0.07%2026-03-312026-05-15

VUG VANGUARD INDEX FDS986.8K shares0.56%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.1M shares0.13%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR3.4M shares134.16%2026-03-312026-05-15

AAPL APPLE INC895.7K shares-4.44%2026-03-312026-05-15

MSFT MICROSOFT CORP412.6K shares-2.06%2026-03-312026-05-15

NVDA NVIDIA CORPORATION838.2K shares-7.20%2026-03-312026-05-15

IEFA ISHARES TR1.5M shares-53.03%2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS338.5K shares3.16%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS1.2M shares-3.90%2026-03-312026-05-15

IJR ISHARES TR598.2K shares-1.43%2026-03-312026-05-15

AMZN AMAZON COM INC328.3K shares-4.76%2026-03-312026-05-15

IWF ISHARES TR139.3K shares9.72%2026-03-312026-05-15

ALPHABET INC ALPHABET INC200.5K shares-8.79%2026-03-312026-05-15

ITOT ISHARES TR395.5K shares16.64%2026-03-312026-05-15

SUSA ISHARES TR412.3K shares0.31%2026-03-312026-05-15

Sponsored

IWD ISHARES TR224.6K shares1.25%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR564.2K shares6.51%2026-03-312026-05-15

TSLA TESLA INC121.9K shares0.12%2026-03-312026-05-15

USFR WISDOMTREE TR868.2K shares24.59%2026-03-312026-05-15

ESGD ISHARES TR439.0K shares1.67%2026-03-312026-05-15

NUSC NUSHARES ETF TR830.7K shares1.50%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T56.3K shares7.14%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST917.0K shares4.34%2026-03-312026-05-15

Sponsored

DFUV DIMENSIONAL ETF TRUST713.1K shares-0.83%2026-03-312026-05-15

BROADCOM INC BROADCOM INC110.5K shares-4.82%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST464.2K shares449.34%2026-03-312026-05-15

ESGU ISHARES TR222.4K shares-1.32%2026-03-312026-05-15

USRT ISHARES TR526.1K shares-0.31%2026-03-312026-05-15

ALPHABET INC ALPHABET INC107.5K shares-8.72%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR600.5K shares389.19%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST718.1K shares4.20%2026-03-312026-05-15

Sponsored

ESGE ISHARES INC585.8K shares-2.31%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST714.3K shares-7.65%2026-03-312026-05-15

IVV ISHARES TR36.0K shares-2.03%2026-03-312026-05-15

IWB ISHARES TR62.3K shares-2.03%2026-03-312026-05-15

META META PLATFORMS INC38.7K shares-7.27%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST470.0K shares6.40%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST292.3K shares-1.60%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR35.6K shares1.77%2026-03-312026-05-15

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE464.8K shares1.10%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F351.4K shares-1.42%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO63.2K shares-6.10%2026-03-312026-05-15

NFLX NETFLIX INC.192.1K shares-1.91%2026-03-312026-05-15

SCZ ISHARES TR228.1K shares1.85%2026-03-312026-05-15

ARKK ARK ETF TR251.5K shares-2.26%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR675.2K shares-11.09%2026-03-312026-05-15

AMAT APPLIED MATLS INC47.8K shares-8.00%2026-03-312026-05-15

Sponsored

CGGR CAPITAL GROUP GROWTH ETF404.4K shares-2.05%2026-03-312026-05-15

XOM EXXON MOBIL CORP88.8K shares-8.04%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC32.2K shares0.45%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS67.9K shares5.75%2026-03-312026-05-15

LLY ELI LILLY & CO14.9K shares-1.34%2026-03-312026-05-15

V VISA INC44.5K shares-6.16%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON54.3K shares-16.47%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION13.2K shares-0.45%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC38.7K shares-4.89%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST199.7K shares3.96%2026-03-312026-05-15

IJH ISHARES TR179.2K shares2.52%2026-03-312026-05-15

CVX CHEVRON CORPORATION57.0K shares-2.07%2026-03-312026-05-15

ORCL ORACLE CORP78.2K shares17.12%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS103.7K shares-2.44%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS18.7K shares8.84%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST205.2K shares-1.13%2026-03-312026-05-15

Sponsored

BIV VANGUARD BD INDEX FDS137.1K sharesnew addition2026-03-312026-05-15

VSGX VANGUARD WORLD FD146.7K shares-2.02%2026-03-312026-05-15

NULV NUSHARES ETF TR216.8K shares-2.07%2026-03-312026-05-15

NULG NUSHARES ETF TR107.6K shares4.39%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS115.7K sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR347.6K shares-18.47%2026-03-312026-05-15

NUDM NUSHARES ETF TR237.5K shares1.59%2026-03-312026-05-15

VCRB VANGUARD MALVERN FDS104.4K shares28.70%2026-03-312026-05-15

Sponsored

ESML ISHARES TR166.5K shares-1.56%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR164.5K shares-3.17%2026-03-312026-05-15

IEMG ISHARES INC109.9K shares-4.08%2026-03-312026-05-15

AFL AFLAC INC69.4K shares40.60%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS85.3K shares-7.99%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS100.7K shares-3.83%2026-03-312026-05-15

CAT CATERPILLAR INC10.1K shares5.51%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS75.2K shares-1.62%2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST47.8K shares-2.12%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC7.2K shares-3.30%2026-03-312026-05-15

ABBV ABBVIE INC31.5K shares-15.41%2026-03-312026-05-15

WFC WELLS FARGO & CO85.6K shares0.94%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS45.2K shares-8.82%2026-03-312026-05-15

WMT WALMART INC53.7K shares-1.56%2026-03-312026-05-15

VGSR MANAGER DIRECTED PORTFOLIOS631.9K shares-0.99%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI13.6K shares-37.10%2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP29.7K shares-24.02%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC30.6K shares1.53%2026-03-312026-05-15

BAC BANK AMERICA CORP120.9K shares-2.29%2026-03-312026-05-15

IWV ISHARES TR15.7K shares-1.13%2026-03-312026-05-15

EFA ISHARES TR59.3K shares5.26%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR42.5K shares0.76%2026-03-312026-05-15

GLD SPDR GOLD TR12.8K shares3.22%2026-03-312026-05-15

VV VANGUARD INDEX FDS17.9K shares0.55%2026-03-312026-05-15

Sponsored

JMSI J P MORGAN EXCHANGE TRADED F107.4K shares-1.98%2026-03-312026-05-15

CSCO CISCO SYS INC68.8K shares-1.06%2026-03-312026-05-15

INTC INTEL CORP120.2K shares-4.93%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO16.4K shares-3.09%2026-03-312026-05-15

VXUS VANGUARD STAR FDS67.7K shares6.47%2026-03-312026-05-15

IXUS ISHARES TR59.8K shares6.73%2026-03-312026-05-15

URI UNITED RENTALS INC7.0K shares-0.61%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR174.7K shares-1.24%2026-03-312026-05-15

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC18.0K shares-2.97%2026-03-312026-05-15

LOW LOWES COS INC20.9K shares1.66%2026-03-312026-05-15

IYR ISHARES TR51.3K shares-6.05%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP17.8K shares200.78%2026-03-312026-05-15

TXN TEXAS INSTRS INC24.7K shares-5.11%2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC41.5K shares-4.30%2026-03-312026-05-15

MCD MCDONALDS CORP15.1K shares-9.94%2026-03-312026-05-15

ACWX ISHARES TR67.8K shares0.00%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO31.7K shares-31.80%2026-03-312026-05-15

IVW ISHARES TR40.0K shares6.58%2026-03-312026-05-15

BBHY J P MORGAN EXCHANGE TRADED F95.7K shares-1.38%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS18.1K shares-9.20%2026-03-312026-05-15

MA MASTERCARD INCORPORATED8.7K shares-7.61%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP6.3K shares-7.48%2026-03-312026-05-15

RTX RTX CORPORATION22.3K shares-4.84%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR128.2K shares-16.90%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC5.0K shares7.83%2026-03-312026-05-15

HIFS HINGHAM INSTN SVGS MASS14.7K shares-1.48%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC12.2K shares7.48%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP11.9K shares-3.93%2026-03-312026-05-15

VGT VANGUARD WORLD FD5.8K shares-16.22%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC14.7K shares-2.65%2026-03-312026-05-15

DWM WISDOMTREE TR57.1K shares-0.71%2026-03-312026-05-15

DVY ISHARES TR26.2K shares21.80%2026-03-312026-05-15

Sponsored

CMF ISHARES TR69.5K shares-6.66%2026-03-312026-05-15

SYK STRYKER CORPORATION12.0K shares-0.31%2026-03-312026-05-15

MUB ISHARES TR36.0K shares2.28%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF99.2K shares-3.66%2026-03-312026-05-15

HON HONEYWELL INTL INC16.8K shares-1.74%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T139.1K shares5.10%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T144.1K shares5.20%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE13.2K shares4.40%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST37.4K shares-6.61%2026-03-312026-05-15

IWM ISHARES TR14.6K shares12.64%2026-03-312026-05-15

CB CHUBB LTD SWITZ11.0K shares0.47%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST83.2K shares25.41%2026-03-312026-05-15

NUEM NUSHARES ETF TR95.2K shares-2.18%2026-03-312026-05-15

NEE NEXTERA ENERGY INC37.7K shares8.77%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP42.6K shares-6.05%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC8.6K shares-9.35%2026-03-312026-05-15

Sponsored

SPIB SPDR SERIES TRUST98.9K shares-8.85%2026-03-312026-05-15

AMGN AMGEN INC9.4K shares-8.82%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO10.8K shares2.92%2026-03-312026-05-15

UNP UNION PAC CORP13.2K shares-13.32%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR64.4K shares11.13%2026-03-312026-05-15

IJS ISHARES TR26.6K shares-6.03%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW9.6K shares-3.18%2026-03-312026-05-15

VNQI VANGUARD INTL EQUITY INDEX F70.4K shares0.34%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC26.0K shares-9.70%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC8.7K shares-27.05%2026-03-312026-05-15

IEF ISHARES TR32.4K shares-19.43%2026-03-312026-05-15

GWX SPDR INDEX SHS FDS73.1K shares-2.86%2026-03-312026-05-15

DHR DANAHER CORP DEL16.2K shares-0.12%2026-03-312026-05-15

KO COCA COLA CO40.3K shares-5.06%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC18.6K shares-16.82%2026-03-312026-05-15

VEEV VEEVA SYS INC16.9K shares0.90%2026-03-312026-05-15

Sponsored

VEU VANGUARD INTL EQUITY INDEX F39.1K shares14.41%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC8.6K shares-14.70%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR115.8K shares2.95%2026-03-312026-05-15

NOW SERVICENOW INC27.5K shares3.48%2026-03-312026-05-15

TMUS T-MOBILE US INC13.7K shares3.91%2026-03-312026-05-15

AGX ARGAN INC5.2K shares-5.44%2026-03-312026-05-15

ESGV VANGUARD WORLD FD24.8K shares-24.15%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC55.0K shares7.02%2026-03-312026-05-15

Sponsored

DE DEERE & CO4.9K shares-0.69%2026-03-312026-05-15

DLN WISDOMTREE TR30.8K shares-2.70%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC24.0K shares-2.22%2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS40.9K shares0.99%2026-03-312026-05-15

QCOM QUALCOMM INC20.6K shares-11.81%2026-03-312026-05-15

VBR VANGUARD INDEX FDS12.2K shares-7.58%2026-03-312026-05-15

QUAL ISHARES TR13.6K shares-1.71%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F17.8K shares-1.62%2026-03-312026-05-15

Sponsored

GEV GE VERNOVA INC2.9K shares19.46%2026-03-312026-05-15

ASML ASML HLDG NV1.9K shares-8.10%2026-03-312026-05-15

NPB NORTHPOINTE BANCSHARES INC.147.5K shares-6.35%2026-03-312026-05-15

PEP PEPSICO INC16.4K shares-14.28%2026-03-312026-05-15

CRM SALESFORCE INC13.6K shares-8.98%2026-03-312026-05-15

ABT ABBOTT LABORATORIES24.4K shares-25.71%2026-03-312026-05-15

APH AMPHENOL CORP19.8K shares0.06%2026-03-312026-05-15

APPF APPFOLIO INC15.8K shares-59.58%2026-03-312026-05-15

Sponsored

VBK VANGUARD INDEX FDS8.0K shares-1.30%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP4.0K shares-1.52%2026-03-312026-05-15

BE BLOOM ENERGY CORP17.7K sharesnew addition2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR78.2K shares-14.67%2026-03-312026-05-15

DIS DISNEY WALT CO24.7K shares-9.57%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC4.8K shares1.23%2026-03-312026-05-15

SPUS TIDAL TRUST I48.1K shares3.16%2026-03-312026-05-15

TACK CAPITOL SER TR74.9K shares-3.18%2026-03-312026-05-15

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.8K shares1.77%2026-03-312026-05-15

GLDM WORLD GOLD TR24.5K shares-10.66%2026-03-312026-05-15

BSCQ INVESCO EXCH TRD SLF IDX FD113.3K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC4.1K shares-4.53%2026-03-312026-05-15

KLAC KLA CORP1.5K shares9.04%2026-03-312026-05-15

WM WASTE MGMT INC DEL9.4K shares5.52%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC14.8K shares8.25%2026-03-312026-05-15

LINDE PLC LINDE PLC4.4K shares-1.60%2026-03-312026-05-15

Sponsored

GLW CORNING INC15.9K shares0.39%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-15

GCC WISDOMTREE TR90.0K sharesnew addition2026-03-312026-05-15

HLAL LISTED FDS TR35.8K shares-0.43%2026-03-312026-05-15

PTF INVESCO EXCHANGE TRADED FD T24.3K shares0.00%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD106.3K sharesnew addition2026-03-312026-05-15

MCK MCKESSON CORP2.4K shares16.93%2026-03-312026-05-15

INTU INTUIT4.7K shares5.32%2026-03-312026-05-15

Sponsored

BA BOEING CO10.0K shares-13.19%2026-03-312026-05-15

SHEL SHELL PLC21.4K shares-1.53%2026-03-312026-05-15

SPGI S&P GLOBAL INC4.6K shares0.65%2026-03-312026-05-15

KKR & CO INC KKR & CO INC21.3K shares3.53%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND4.2K shares2.37%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.0K shares-3.36%2026-03-312026-05-15

DCOR DIMENSIONAL ETF TRUST27.1K shares702.07%2026-03-312026-05-15

IVE ISHARES TR9.1K shares-3.39%2026-03-312026-05-15

Sponsored

VDE VANGUARD WORLD FD11.1K shares-0.72%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS24.0K shares50.31%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC443 shares-3.06%2026-03-312026-05-15

PYLD PIMCO ETF TR71.1K shares42.40%2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD89.8K sharesnew addition2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC4.1K shares0.96%2026-03-312026-05-15

EEM ISHARES TR32.1K shares40.38%2026-03-312026-05-15

TJX TJX COS INC NEW11.3K shares7.84%2026-03-312026-05-15

Sponsored

NET CLOUDFLARE INC8.7K shares0.05%2026-03-312026-05-15

COP CONOCOPHILLIPS13.5K shares-30.27%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO29.2K shares-0.99%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR57.5K shares3.70%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST51.3K shares9.74%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F17.7K shares10.40%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST49.1K shares-10.63%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.6K shares-5.27%2026-03-312026-05-15

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SHOP SHOPIFY INC14.4K shares-2.27%2026-03-312026-05-15

ADBE ADOBE INC7.0K shares10.18%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC10.2K shares-2.78%2026-03-312026-05-15

TER TERADYNE INC5.7K shares-20.80%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP14.0K shares-3.84%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C68.6K shares-0.20%2026-03-312026-05-15

NVS NOVARTIS AG10.6K shares-2.89%2026-03-312026-05-15

GILD GILEAD SCIENCES INC11.6K shares-8.91%2026-03-312026-05-15

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DOV DOVER CORP7.7K shares-0.30%2026-03-312026-05-15

DECK DECKERS OUTDOOR CORP15.9K shares1.17%2026-03-312026-05-15

ADI ANALOG DEVICES INC5.0K shares1.75%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC5.7K shares-1.01%2026-03-312026-05-15

SBUX STARBUCKS CORP17.4K shares-11.32%2026-03-312026-05-15

ALL ALLSTATE CORP7.5K shares-15.34%2026-03-312026-05-15

ONEQ FIDELITY COMWLTH TR18.1K shares-19.98%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP18.9K shares-8.70%2026-03-312026-05-15

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USHY ISHARES TR41.4K shares7.42%2026-03-312026-05-15

EME EMCOR GROUP INC2.0K shares0.59%2026-03-312026-05-15

IMTM ISHARES TR31.2K shares-20.03%2026-03-312026-05-15

SPYM SPDR SERIES TRUST19.5K shares-61.08%2026-03-312026-05-15

ECL ECOLAB INC5.5K shares-13.33%2026-03-312026-05-15

EXPD EXPEDITORS INTL WASH INC10.2K shares-1.43%2026-03-312026-05-15

IWP ISHARES TR11.4K shares5.67%2026-03-312026-05-15

FDX FEDEX CORP4.1K shares-3.43%2026-03-312026-05-15

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EAGG ISHARES TR30.4K shares1.16%2026-03-312026-05-15

VO VANGUARD INDEX FDS5.0K shares-9.30%2026-03-312026-05-15

AGG ISHARES TR14.3K shares-19.18%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR16.0K shares-1.38%2026-03-312026-05-15

MO ALTRIA GROUP INC21.2K shares5.35%2026-03-312026-05-15

T AT&T INC47.9K shares-3.21%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN6.8K shares-1.84%2026-03-312026-05-15

XYL XYLEM INC11.5K shares-0.11%2026-03-312026-05-15

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MGK VANGUARD WORLD FD3.7K shares-3.30%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST40.2K shares10.04%2026-03-312026-05-15

ADSK AUTODESK INC5.6K shares-9.54%2026-03-312026-05-15

WDAY WORKDAY INC10.4K shares-7.45%2026-03-312026-05-15

MS MORGAN STANLEY8.1K shares1.63%2026-03-312026-05-15

AON PLC AON PLC4.1K shares5.63%2026-03-312026-05-15

IOT SAMSARA INC41.7K shares0.04%2026-03-312026-05-15

DGRO ISHARES TR18.8K shares-13.26%2026-03-312026-05-15

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SHY ISHARES TR15.9K shares334.50%2026-03-312026-05-15

VFH VANGUARD WORLD FD10.9K shares1.06%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC7.5K shares-10.73%2026-03-312026-05-15

PFE PFIZER INC46.5K shares-7.92%2026-03-312026-05-15

VOTE TCW ETF TRUST16.8K shares0.00%2026-03-312026-05-15

VHT VANGUARD WORLD FD4.7K shares-9.03%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F9.2K shares1.32%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP4.4K shares-6.32%2026-03-312026-05-15

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GWW WW GRAINGER INC1.2K shares-1.37%2026-03-312026-05-15

USCI UNITED STS COMMODITY INDEX F13.0K sharesnew addition2026-03-312026-05-15

PGR PROGRESSIVE CORP6.2K shares5.85%2026-03-312026-05-15

HCA HCA HEALTHCARE INC2.6K shares0.15%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST31.2K shares-3.19%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L32.3K shares-0.23%2026-03-312026-05-15

USB US BANCORP23.4K shares1.73%2026-03-312026-05-15

PSTG EVERPURE INC20.6K shares-0.63%2026-03-312026-05-15

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DBEF DBX ETF TR24.5K shares-1.07%2026-03-312026-05-15

IJT ISHARES TR8.4K shares-11.58%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC12.8K shares-4.54%2026-03-312026-05-15

BP BP PLC25.3K shares-0.33%2026-03-312026-05-15

SNDK SANDISK CORP1.9K shares3.83%2026-03-312026-05-15

PSX PHILLIPS 666.5K shares-8.09%2026-03-312026-05-15

NDAQ NASDAQ INC13.8K shares-7.52%2026-03-312026-05-15

SO SOUTHERN CO12.1K shares-3.60%2026-03-312026-05-15

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NTRS NORTHERN TR CORP8.1K shares12.60%2026-03-312026-05-15

TTD THE TRADE DESK INC49.9K shares-86.03%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC8.6K shares-6.94%2026-03-312026-05-15

WST WEST PHARMACEUTICAL SVSC INC4.5K shares0.31%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR38.2K shares0.44%2026-03-312026-05-15

MTD METTLER TOLEDO INTERNATIONAL883 shares-0.56%2026-03-312026-05-15

VDC VANGUARD WORLD FD4.9K shares-6.20%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST31.1K shares33.66%2026-03-312026-05-15

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FBTC FIDELITY WISE ORIGIN BITCOIN18.7K shares-24.06%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC3.8K shares-2.72%2026-03-312026-05-15

HDV ISHARES TR8.1K shares132.46%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC2.5K shares-11.88%2026-03-312026-05-15

MELI MERCADOLIBRE INC629 shares10.74%2026-03-312026-05-15

SLV ISHARES SILVER TR15.9K shares2.69%2026-03-312026-05-15

FNDE SCHWAB STRATEGIC TR27.6K shares-6.21%2026-03-312026-05-15

XEL XCEL ENERGY INC13.3K shares-2.16%2026-03-312026-05-15

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CME CME GROUP INC3.6K shares-0.22%2026-03-312026-05-15

SMFG SUMITOMO MITSUI FIN GRP INC52.9K shares-1.92%2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST25.4K shares18.78%2026-03-312026-05-15

COHERENT CORP COHERENT CORP4.3K shares-4.62%2026-03-312026-05-15

DVA DAVITA INC6.6K shares0.09%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR16.4K shares3.27%2026-03-312026-05-15

CATH GLOBAL X FDS12.8K shares-5.00%2026-03-312026-05-15

CTVA CORTEVA INC11.9K shares-5.43%2026-03-312026-05-15

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EMXC ISHARES INC12.4K shares1.84%2026-03-312026-05-15

CSX CSX CORP23.7K shares-18.63%2026-03-312026-05-15

EA ELECTRONIC ARTS INC4.7K shares-0.84%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II18.3K shares-1.99%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC8.1K shares-4.66%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST18.9K shares29.68%2026-03-312026-05-15

AB ALLIANCEBERNSTEIN HLDG L P24.2K shares-17.63%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC19.7K shares0.77%2026-03-312026-05-15

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RSPT INVESCO EXCHANGE TRADED FD T19.9K shares0.00%2026-03-312026-05-15

WAT WATERS CORP3.0K shares7.43%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP3.2K shares-0.74%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC1.3K shares-1.78%2026-03-312026-05-15

ORA ORMAT TECHNOLOGIES INC8.0K shares-2.96%2026-03-312026-05-15

TRMB TRIMBLE INC13.7K shares-0.35%2026-03-312026-05-15

MKL MARKEL GROUP INC460 shares-0.22%2026-03-312026-05-15

CAH CARDINAL HEALTH INC4.2K shares0.14%2026-03-312026-05-15

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VTEB VANGUARD MUN BD FDS17.6K shares-3.23%2026-03-312026-05-15

ABNB AIRBNB INC6.9K shares-1.13%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST32.8K shares21.08%2026-03-312026-05-15

WWD WOODWARD INC2.4K shares-28.99%2026-03-312026-05-15

ZS ZSCALER INC6.2K shares-4.74%2026-03-312026-05-15

MPC MARATHON PETE CORP3.5K shares-27.90%2026-03-312026-05-15

OEF ISHARES TR2.7K shares4.84%2026-03-312026-05-15

CRH PLC CRH PLC8.1K shares-4.01%2026-03-312026-05-15

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IWO ISHARES TR2.7K shares2.59%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS10.2K shares-7.19%2026-03-312026-05-15

IYW ISHARES TR4.6K shares0.00%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC8.5K shares-8.43%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY13.6K shares-3.18%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR16.9K shares-0.51%2026-03-312026-05-15

CMCSA COMCAST CORP NEW28.8K shares-9.43%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP12.8K sharesnew addition2026-03-312026-05-15

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DFEM DIMENSIONAL ETF TRUST23.8K shares121.19%2026-03-312026-05-15

MGC VANGUARD WORLD FD3.5K shares0.00%2026-03-312026-05-15

CRS CARPENTER TECHNOLOGY CORP2.1K shares1.62%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP4.4K shares-4.23%2026-03-312026-05-15

IDXX IDEXX LABS INC1.4K shares0.28%2026-03-312026-05-15

PCY INVESCO EXCH TRADED FD TR II38.3K shares-2.81%2026-03-312026-05-15

ALLE ALLEGION PLC5.5K shares-4.26%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC5.9K shares-3.14%2026-03-312026-05-15

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ET ENERGY TRANSFER L P41.0K shares-0.24%2026-03-312026-05-15

NKE NIKE INC14.9K shares-19.65%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY2.7K shares-1.40%2026-03-312026-05-15

SCHH SCHWAB STRATEGIC TR35.9K shares9.19%2026-03-312026-05-15

TGT TARGET CORP6.4K shares-8.19%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST21.5K shares6.44%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC7.8K shares-10.54%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC13.3K shares0.08%2026-03-312026-05-15

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MSCI MSCI INC1.4K shares1.07%2026-03-312026-05-15

IWR ISHARES TR7.8K shares-1.36%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 401.2K shares4.22%2026-03-312026-05-15

VCR VANGUARD WORLD FD2.1K shares0.47%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE8.3K shares-2.16%2026-03-312026-05-15

HP INC HP INC39.3K shares6.87%2026-03-312026-05-15

CW CURTISS WRIGHT CORP1.1K shares11.73%2026-03-312026-05-15

EFV ISHARES TR10.0K shares-4.83%2026-03-312026-05-15

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NOK NOKIA CORP91.8K shares-0.82%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO20.5K shares0.22%2026-03-312026-05-15

HSBC HSBC HLDGS PLC8.9K shares-2.43%2026-03-312026-05-15

IJJ ISHARES TR5.5K shares-16.23%2026-03-312026-05-15

VLO VALERO ENERGY CORP2.9K shares0.82%2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP4.2K shares-4.45%2026-03-312026-05-15

BHP BHP BILLITON LIMITED9.9K shares-2.20%2026-03-312026-05-15

APLD APPLIED DIGITAL CORP30.4K shares-0.68%2026-03-312026-05-15

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TSCO TRACTOR SUPPLY CO15.9K shares-4.10%2026-03-312026-05-15

RIO RIO TINTO PLC7.7K shares4.93%2026-03-312026-05-15

BBY BEST BUY INC11.2K shares-0.66%2026-03-312026-05-15

FIX COMFORT SYS USA INC518 sharesnew addition2026-03-312026-05-15

ROST ROSS STORES INC3.3K shares-6.95%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.7K shares9.36%2026-03-312026-05-15

BMI BADGER METER INC4.6K shares1.54%2026-03-312026-05-15

FHLC FIDELITY COVINGTON TRUST10.0K shares-6.85%2026-03-312026-05-15

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SCHO SCHWAB STRATEGIC TR28.6K shares-56.50%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC7.5K shares-29.31%2026-03-312026-05-15

CLX CLOROX CO DEL6.6K shares-1.86%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR4.7K shares-12.65%2026-03-312026-05-15

OKE ONEOK INC NEW7.5K shares-12.77%2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO40.0K shares-1.26%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.9K shares-0.86%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO2.5K shares-14.47%2026-03-312026-05-15

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UBER UBER TECHNOLOGIES INC9.4K shares-66.54%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST28.3K shares-2.51%2026-03-312026-05-15

PWR QUANTA SVCS INC1.2K shares11.85%2026-03-312026-05-15

FICO FAIR ISAAC CORP616 shares-0.96%2026-03-312026-05-15

IBTG ISHARES TR28.5K sharesnew addition2026-03-312026-05-15

VIS VANGUARD WORLD FD2.1K shares-5.79%2026-03-312026-05-15

USMV ISHARES TR7.0K shares-29.21%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR7.9K shares-5.54%2026-03-312026-05-15

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EIX EDISON INTL8.7K shares2.37%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC5.5K shares7.78%2026-03-312026-05-15

NVO NOVO-NORDISK A S16.9K shares-18.38%2026-03-312026-05-15

MUNI PIMCO ETF TR11.9K shares-2.18%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC1.5K shares-43.54%2026-03-312026-05-15

SAP SAP SE3.6K shares-1.26%2026-03-312026-05-15

IJK ISHARES TR6.1K shares0.49%2026-03-312026-05-15

AMP AMERIPRISE FINL INC1.4K shares3.99%2026-03-312026-05-15

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RELX RELX PLC18.3K shares-11.64%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I2.1K shares-2.57%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO2.4K shares-52.44%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS12.1K sharesnew addition2026-03-312026-05-15

BCC BOISE CASCADE CO DEL7.9K shares0.27%2026-03-312026-05-15

KR KROGER CO8.3K shares0.61%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST2.9K shares-13.40%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR25.5K shares-22.00%2026-03-312026-05-15

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GIS GENERAL MILLS INC15.9K shares4.29%2026-03-312026-05-15

FI FISERV INC10.6K shares2.43%2026-03-312026-05-15

MMM 3M CO4.1K shares2.94%2026-03-312026-05-15

SNPS SYNOPSYS INC1.5K shares5.48%2026-03-312026-05-15

NUBD NUSHARES ETF TR26.3K shares7.22%2026-03-312026-05-15

IUSV ISHARES TR5.7K shares-5.79%2026-03-312026-05-15

BIL SPDR SERIES TRUST6.3K sharesnew addition2026-03-312026-05-15

VPU VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-05-15

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EGP EASTGROUP PPTYS INC3.1K shares0.00%2026-03-312026-05-15

CRCL CIRCLE INTERNET GROUP INC6.1K shares-59.29%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR3.6K shares-14.35%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC2.9K sharesnew addition2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F7.0K shares-7.47%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC4.7K shares-6.31%2026-03-312026-05-15

FDS FACTSET RESH SYS INC2.6K shares4.28%2026-03-312026-05-15

WMB WILLIAMS COS INC7.8K shares-2.96%2026-03-312026-05-15

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HSY HERSHEY CO2.7K shares-15.21%2026-03-312026-05-15

DEM WISDOMTREE TR11.4K shares-4.14%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP6.0K shares11.35%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC2.2K shares0.42%2026-03-312026-05-15

BFAM BRIGHT HORIZONS FAM SOL IN D6.9K shares4.97%2026-03-312026-05-15

ZM ZOOM COMMUNICATIONS INC7.0K shares-9.61%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC9.6K shares-1.75%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE6.7K shares3.75%2026-03-312026-05-15

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SPTM SPDR SERIES TRUST7.0K shares0.04%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS9.3K sharesnew addition2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN3.4K shares2.59%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-03-312026-05-15

TAP MOLSON COORS BEVERAGE CO12.8K shares2.33%2026-03-312026-05-15

PPG PPG INDS INC5.1K shares3.00%2026-03-312026-05-15

SONY SONY GROUP CORP26.4K shares-1.48%2026-03-312026-05-15

CEF SPROTT ASSET MANAGEMENT LP11.4K shares0.00%2026-03-312026-05-15

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SPHQ INVESCO EXCHANGE TRADED FD T7.2K shares0.00%2026-03-312026-05-15

EBAY EBAY INC.5.9K shares-12.96%2026-03-312026-05-15

IBKR INTERACTIVE BROKERS GROUP IN8.0K shares-40.46%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC9.4K shares-3.12%2026-03-312026-05-15

BSCT INVESCO EXCH TRD SLF IDX FD28.5K sharesnew addition2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR21.3K sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP7.4K shares-9.10%2026-03-312026-05-15

YETI YETI HLDGS INC14.4K shares4.46%2026-03-312026-05-15

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XLC SELECT SECTOR SPDR TR4.6K shares0.78%2026-03-312026-05-15

KYN KAYNE ANDERSON ENERGY INFRST35.7K shares0.00%2026-03-312026-05-15

MYRG MYR GROUP INC1.8K sharesnew addition2026-03-312026-05-15

IBTH ISHARES TR22.6K sharesnew addition2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F8.9K shares59.21%2026-03-312026-05-15

FENI FIDELITY COVINGTON TRUST13.5K shares-13.26%2026-03-312026-05-15

TM TOYOTA MOTOR CORP2.4K shares-4.07%2026-03-312026-05-15

PPA INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-05-15

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MDB MONGODB INC2.0K shares4.59%2026-03-312026-05-15

SMH VANECK ETF TRUST1.3K shares16.25%2026-03-312026-05-15

IXN ISHARES TR4.9K shares-4.12%2026-03-312026-05-15

ENB ENBRIDGE INC9.0K shares-0.28%2026-03-312026-05-15

ZTS ZOETIS INC4.1K shares-17.01%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP3.7K shares-5.72%2026-03-312026-05-15

REET ISHARES TR19.3K shares-7.92%2026-03-312026-05-15

CM CANADIAN IMPERIAL BANK OF CO5.1K shares-0.12%2026-03-312026-05-15

Sponsored

KMB KIMBERLY-CLARK CORP5.0K shares9.27%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.1K shares3.78%2026-03-312026-05-15

PLD PROLOGIS INC.3.6K shares2.36%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC2.9K shares-10.57%2026-03-312026-05-15

AOA ISHARES TR5.4K shares-41.06%2026-03-312026-05-15

EQNR EQUINOR ASA11.3K shares-1.90%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION8.5K shares5.48%2026-03-312026-05-15

URTH ISHARES INC2.6K shares0.00%2026-03-312026-05-15

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.1K shares-11.15%2026-03-312026-05-15

CNQ CANADIAN NAT RES LTD MED TER9.7K shares-0.99%2026-03-312026-05-15

IWN ISHARES TR2.5K shares-33.17%2026-03-312026-05-15

WY WEYERHAEUSER CO19.2K shares-17.35%2026-03-312026-05-15

GSK PLC GSK PLC8.5K shares8.92%2026-03-312026-05-15

NTAP NETAPP INC4.5K shares2.79%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF8.8K shares0.00%2026-03-312026-05-15

AOR ISHARES TR7.2K shares-30.74%2026-03-312026-05-15

Sponsored

SCHM SCHWAB STRATEGIC TR14.9K shares0.20%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T16.7K shares7.84%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO2.1K shares-15.35%2026-03-312026-05-15

IR INGERSOLL RAND INC5.6K shares-3.07%2026-03-312026-05-15

VTV

VANGUARD INDEX FDS

-0.07%

Shares2.4M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.56%

Shares986.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.13%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

134.16%

Shares3.4M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-4.44%

Shares895.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.06%

Shares412.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-7.20%

Shares838.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-53.03%

Shares1.5M

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

3.16%

Shares338.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-3.90%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-1.43%

Shares598.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-4.76%

Shares328.3K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

9.72%

Shares139.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-8.79%

Shares200.5K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

16.64%

Shares395.5K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

0.31%

Shares412.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

1.25%

Shares224.6K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

6.51%

Shares564.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.12%

Shares121.9K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

24.59%

Shares868.2K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

1.67%

Shares439.0K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

1.50%

Shares830.7K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

7.14%

Shares56.3K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

4.34%

Shares917.0K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

-0.83%

Shares713.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-4.82%

Shares110.5K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

449.34%

Shares464.2K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-1.32%

Shares222.4K

Event2026-03-31

Filed2026-05-15

USRT

ISHARES TR

-0.31%

Shares526.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-8.72%

Shares107.5K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

389.19%

Shares600.5K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

4.20%

Shares718.1K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

-2.31%

Shares585.8K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

-7.65%

Shares714.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-2.03%

Shares36.0K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-2.03%

Shares62.3K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-7.27%

Shares38.7K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

6.40%

Shares470.0K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

-1.60%

Shares292.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

1.77%

Shares35.6K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.10%

Shares464.8K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.42%

Shares351.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-6.10%

Shares63.2K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-1.91%

Shares192.1K

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES TR

1.85%

Shares228.1K

Event2026-03-31

Filed2026-05-15

ARKK

ARK ETF TR

-2.26%

Shares251.5K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-11.09%

Shares675.2K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-8.00%

Shares47.8K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

-2.05%

Shares404.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-8.04%

Shares88.8K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

0.45%

Shares32.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

5.75%

Shares67.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-1.34%

Shares14.9K

Event2026-03-31

Filed2026-05-15

VISA INC

-6.16%

Shares44.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-16.47%

Shares54.3K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-0.45%

Shares13.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-4.89%

Shares38.7K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

3.96%

Shares199.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

2.52%

Shares179.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.07%

Shares57.0K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

17.12%

Shares78.2K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

-2.44%

Shares103.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

8.84%

Shares18.7K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-1.13%

Shares205.2K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

New

Shares137.1K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

-2.02%

Shares146.7K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

-2.07%

Shares216.8K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

4.39%

Shares107.6K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

New

Shares115.7K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-18.47%

Shares347.6K

Event2026-03-31

Filed2026-05-15

NUDM

NUSHARES ETF TR

1.59%

Shares237.5K

Event2026-03-31

Filed2026-05-15

VCRB

VANGUARD MALVERN FDS

28.70%

Shares104.4K

Event2026-03-31

Filed2026-05-15

ESML

ISHARES TR

-1.56%

Shares166.5K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB STRATEGIC TR

-3.17%

Shares164.5K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-4.08%

Shares109.9K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

40.60%

Shares69.4K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-7.99%

Shares85.3K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-3.83%

Shares100.7K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

5.51%

Shares10.1K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

-1.62%

Shares75.2K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-2.12%

Shares47.8K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-3.30%

Shares7.2K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-15.41%

Shares31.5K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.94%

Shares85.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-8.82%

Shares45.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.56%

Shares53.7K

Event2026-03-31

Filed2026-05-15

VGSR

MANAGER DIRECTED PORTFOLIOS

-0.99%

Shares631.9K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

-37.10%

Shares13.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-24.02%

Shares29.7K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

1.53%

Shares30.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-2.29%

Shares120.9K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-1.13%

Shares15.7K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

5.26%

Shares59.3K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

0.76%

Shares42.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

3.22%

Shares12.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.55%

Shares17.9K

Event2026-03-31

Filed2026-05-15

JMSI

J P MORGAN EXCHANGE TRADED F

-1.98%

Shares107.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-1.06%

Shares68.8K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-4.93%

Shares120.2K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-3.09%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

6.47%

Shares67.7K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

6.73%

Shares59.8K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

-0.61%

Shares7.0K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-1.24%

Shares174.7K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

-2.97%

Shares18.0K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

1.66%

Shares20.9K

Event2026-03-31

Filed2026-05-15

IYR

ISHARES TR

-6.05%

Shares51.3K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

200.78%

Shares17.8K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-5.11%

Shares24.7K

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

-4.30%

Shares41.5K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-9.94%

Shares15.1K

Event2026-03-31

Filed2026-05-15

ACWX

ISHARES TR

0.00%

Shares67.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-31.80%

Shares31.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

6.58%

Shares40.0K

Event2026-03-31

Filed2026-05-15

BBHY

J P MORGAN EXCHANGE TRADED F

-1.38%

Shares95.7K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-9.20%

Shares18.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-7.61%

Shares8.7K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-7.48%

Shares6.3K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-4.84%

Shares22.3K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

-16.90%

Shares128.2K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

7.83%

Shares5.0K

Event2026-03-31

Filed2026-05-15

HIFS

HINGHAM INSTN SVGS MASS

-1.48%

Shares14.7K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

7.48%

Shares12.2K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-3.93%

Shares11.9K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-16.22%

Shares5.8K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-2.65%

Shares14.7K

Event2026-03-31

Filed2026-05-15

DWM

WISDOMTREE TR

-0.71%

Shares57.1K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

21.80%

Shares26.2K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

-6.66%

Shares69.5K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-0.31%

Shares12.0K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

2.28%

Shares36.0K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

-3.66%

Shares99.2K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-1.74%

Shares16.8K

Event2026-03-31

Filed2026-05-15

CGMS

CAPITAL GRP FIXED INCM ETF T

5.10%

Shares139.1K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

5.20%

Shares144.1K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

4.40%

Shares13.2K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-6.61%

Shares37.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

12.64%

Shares14.6K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

0.47%

Shares11.0K

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

25.41%

Shares83.2K

Event2026-03-31

Filed2026-05-15

NUEM

NUSHARES ETF TR

-2.18%

Shares95.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

8.77%

Shares37.7K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-6.05%

Shares42.6K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-9.35%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

-8.85%

Shares98.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-8.82%

Shares9.4K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

2.92%

Shares10.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-13.32%

Shares13.2K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

11.13%

Shares64.4K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-6.03%

Shares26.6K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-3.18%

Shares9.6K

Event2026-03-31

Filed2026-05-15

VNQI

VANGUARD INTL EQUITY INDEX F

0.34%

Shares70.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-9.70%

Shares26.0K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-27.05%

Shares8.7K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-19.43%

Shares32.4K

Event2026-03-31

Filed2026-05-15

GWX

SPDR INDEX SHS FDS

-2.86%

Shares73.1K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-0.12%

Shares16.2K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-5.06%

Shares40.3K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-16.82%

Shares18.6K

Event2026-03-31

Filed2026-05-15

VEEV

VEEVA SYS INC

0.90%

Shares16.9K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

14.41%

Shares39.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.70%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

2.95%

Shares115.8K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

3.48%

Shares27.5K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

3.91%

Shares13.7K

Event2026-03-31

Filed2026-05-15

AGX

ARGAN INC

-5.44%

Shares5.2K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

-24.15%

Shares24.8K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

7.02%

Shares55.0K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-0.69%

Shares4.9K

Event2026-03-31

Filed2026-05-15

DLN

WISDOMTREE TR

-2.70%

Shares30.8K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

-2.22%

Shares24.0K

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

0.99%

Shares40.9K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-11.81%

Shares20.6K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-7.58%

Shares12.2K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-1.71%

Shares13.6K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

-1.62%

Shares17.8K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

19.46%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-8.10%

Shares1.9K

Event2026-03-31

Filed2026-05-15

NPB

NORTHPOINTE BANCSHARES INC.

-6.35%

Shares147.5K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-14.28%

Shares16.4K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-8.98%

Shares13.6K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-25.71%

Shares24.4K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

0.06%

Shares19.8K

Event2026-03-31

Filed2026-05-15

APPF

APPFOLIO INC

-59.58%

Shares15.8K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-1.30%

Shares8.0K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-1.52%

Shares4.0K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

New

Shares17.7K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-14.67%

Shares78.2K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-9.57%

Shares24.7K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

1.23%

Shares4.8K

Event2026-03-31

Filed2026-05-15

SPUS

TIDAL TRUST I

3.16%

Shares48.1K

Event2026-03-31

Filed2026-05-15

TACK

CAPITOL SER TR

-3.18%

Shares74.9K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

1.77%

Shares5.8K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-10.66%

Shares24.5K

Event2026-03-31

Filed2026-05-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares113.3K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-4.53%

Shares4.1K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

9.04%

Shares1.5K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

5.52%

Shares9.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

8.25%

Shares14.8K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-1.60%

Shares4.4K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

0.39%

Shares15.9K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-15

GCC

WISDOMTREE TR

New

Shares90.0K

Event2026-03-31

Filed2026-05-15

HLAL

LISTED FDS TR

-0.43%

Shares35.8K

Event2026-03-31

Filed2026-05-15

PTF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares24.3K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares106.3K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

16.93%

Shares2.4K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

5.32%

Shares4.7K

Event2026-03-31

Filed2026-05-15

BOEING CO

-13.19%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

-1.53%

Shares21.4K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

0.65%

Shares4.6K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

3.53%

Shares21.3K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

2.37%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-3.36%

Shares15.0K

Event2026-03-31

Filed2026-05-15

DCOR

DIMENSIONAL ETF TRUST

702.07%

Shares27.1K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-3.39%

Shares9.1K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

-0.72%

Shares11.1K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

50.31%

Shares24.0K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-3.06%

Shares443

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

42.40%

Shares71.1K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares89.8K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

0.96%

Shares4.1K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

40.38%

Shares32.1K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

7.84%

Shares11.3K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

0.05%

Shares8.7K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-30.27%

Shares13.5K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

-0.99%

Shares29.2K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

3.70%

Shares57.5K

Event2026-03-31

Filed2026-05-15

DFAX

DIMENSIONAL ETF TRUST

9.74%

Shares51.3K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

10.40%

Shares17.7K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

-10.63%

Shares49.1K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-5.27%

Shares8.6K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

-2.27%

Shares14.4K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

10.18%

Shares7.0K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-2.78%

Shares10.2K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

-20.80%

Shares5.7K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

-3.84%

Shares14.0K

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRISE C

-0.20%

Shares68.6K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-2.89%

Shares10.6K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-8.91%

Shares11.6K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

-0.30%

Shares7.7K

Event2026-03-31

Filed2026-05-15

DECK

DECKERS OUTDOOR CORP

1.17%

Shares15.9K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

1.75%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-1.01%

Shares5.7K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-11.32%

Shares17.4K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-15.34%

Shares7.5K

Event2026-03-31

Filed2026-05-15

ONEQ

FIDELITY COMWLTH TR

-19.98%

Shares18.1K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

-8.70%

Shares18.9K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

7.42%

Shares41.4K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

0.59%

Shares2.0K

Event2026-03-31

Filed2026-05-15

IMTM

ISHARES TR

-20.03%

Shares31.2K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-61.08%

Shares19.5K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-13.33%

Shares5.5K

Event2026-03-31

Filed2026-05-15

EXPD

EXPEDITORS INTL WASH INC

-1.43%

Shares10.2K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

5.67%

Shares11.4K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

-3.43%

Shares4.1K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

1.16%

Shares30.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-9.30%

Shares5.0K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-19.18%

Shares14.3K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-1.38%

Shares16.0K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

5.35%

Shares21.2K

Event2026-03-31

Filed2026-05-15

AT&T INC

-3.21%

Shares47.9K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-1.84%

Shares6.8K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

-0.11%

Shares11.5K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

-3.30%

Shares3.7K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

10.04%

Shares40.2K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

-9.54%

Shares5.6K

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

-7.45%

Shares10.4K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

1.63%

Shares8.1K

Event2026-03-31

Filed2026-05-15

AON PLC

5.63%

Shares4.1K

Event2026-03-31

Filed2026-05-15

IOT

SAMSARA INC

0.04%

Shares41.7K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-13.26%

Shares18.8K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

334.50%

Shares15.9K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

1.06%

Shares10.9K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-10.73%

Shares7.5K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-7.92%

Shares46.5K

Event2026-03-31

Filed2026-05-15

VOTE

TCW ETF TRUST

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

-9.03%

Shares4.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

1.32%

Shares9.2K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-6.32%

Shares4.4K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

-1.37%

Shares1.2K

Event2026-03-31

Filed2026-05-15

USCI

UNITED STS COMMODITY INDEX F

New

Shares13.0K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

5.85%

Shares6.2K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

0.15%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

-3.19%

Shares31.2K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-0.23%

Shares32.3K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

1.73%

Shares23.4K

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC

-0.63%

Shares20.6K

Event2026-03-31

Filed2026-05-15

DBEF

DBX ETF TR

-1.07%

Shares24.5K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-11.58%

Shares8.4K

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT CO INC

-4.54%

Shares12.8K

Event2026-03-31

Filed2026-05-15

BP PLC

-0.33%

Shares25.3K

Event2026-03-31

Filed2026-05-15

SNDK

SANDISK CORP

3.83%

Shares1.9K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-8.09%

Shares6.5K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

-7.52%

Shares13.8K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-3.60%

Shares12.1K

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TR CORP

12.60%

Shares8.1K

Event2026-03-31

Filed2026-05-15

TTD

THE TRADE DESK INC

-86.03%

Shares49.9K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-6.94%

Shares8.6K

Event2026-03-31

Filed2026-05-15

WST

WEST PHARMACEUTICAL SVSC INC

0.31%

Shares4.5K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

0.44%

Shares38.2K

Event2026-03-31

Filed2026-05-15

MTD

METTLER TOLEDO INTERNATIONAL

-0.56%

Shares883

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

-6.20%

Shares4.9K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

33.66%

Shares31.1K

Event2026-03-31

Filed2026-05-15

FBTC

FIDELITY WISE ORIGIN BITCOIN

-24.06%

Shares18.7K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-2.72%

Shares3.8K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

132.46%

Shares8.1K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

-11.88%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

10.74%

Shares629

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

2.69%

Shares15.9K

Event2026-03-31

Filed2026-05-15

FNDE

SCHWAB STRATEGIC TR

-6.21%

Shares27.6K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-2.16%

Shares13.3K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-0.22%

Shares3.6K

Event2026-03-31

Filed2026-05-15

SMFG

SUMITOMO MITSUI FIN GRP INC

-1.92%

Shares52.9K

Event2026-03-31

Filed2026-05-15

DFSU

DIMENSIONAL ETF TRUST

18.78%

Shares25.4K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-4.62%

Shares4.3K

Event2026-03-31

Filed2026-05-15

DVA

DAVITA INC

0.09%

Shares6.6K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

3.27%

Shares16.4K

Event2026-03-31

Filed2026-05-15

CATH

GLOBAL X FDS

-5.00%

Shares12.8K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

-5.43%

Shares11.9K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

1.84%

Shares12.4K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

-18.63%

Shares23.7K

Event2026-03-31

Filed2026-05-15

ELECTRONIC ARTS INC

-0.84%

Shares4.7K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

-1.99%

Shares18.3K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-4.66%

Shares8.1K

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

29.68%

Shares18.9K

Event2026-03-31

Filed2026-05-15

ALLIANCEBERNSTEIN HLDG L P

-17.63%

Shares24.2K

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

0.77%

Shares19.7K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

7.43%

Shares3.0K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-0.74%

Shares3.2K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

-1.78%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ORA

ORMAT TECHNOLOGIES INC

-2.96%

Shares8.0K

Event2026-03-31

Filed2026-05-15

TRMB

TRIMBLE INC

-0.35%

Shares13.7K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

-0.22%

Shares460

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

0.14%

Shares4.2K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-3.23%

Shares17.6K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

-1.13%

Shares6.9K

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL ETF TRUST

21.08%

Shares32.8K

Event2026-03-31

Filed2026-05-15

WWD

WOODWARD INC

-28.99%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ZSCALER INC

-4.74%

Shares6.2K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-27.90%

Shares3.5K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

4.84%

Shares2.7K

Event2026-03-31

Filed2026-05-15

CRH PLC

-4.01%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

2.59%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-7.19%

Shares10.2K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

-8.43%

Shares8.5K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

-3.18%

Shares13.6K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

-0.51%

Shares16.9K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

-9.43%

Shares28.8K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

New

Shares12.8K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

121.19%

Shares23.8K

Event2026-03-31

Filed2026-05-15

MGC

VANGUARD WORLD FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

CRS

CARPENTER TECHNOLOGY CORP

1.62%

Shares2.1K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-4.23%

Shares4.4K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

0.28%

Shares1.4K

Event2026-03-31

Filed2026-05-15

PCY

INVESCO EXCH TRADED FD TR II

-2.81%

Shares38.3K

Event2026-03-31

Filed2026-05-15

ALLE

ALLEGION PLC

-4.26%

Shares5.5K

Event2026-03-31

Filed2026-05-15

HIG

HARTFORD INSURANCE GROUP INC

-3.14%

Shares5.9K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

-0.24%

Shares41.0K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-19.65%

Shares14.9K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

-1.40%

Shares2.7K

Event2026-03-31

Filed2026-05-15

SCHH

SCHWAB STRATEGIC TR

9.19%

Shares35.9K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

-8.19%

Shares6.4K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

6.44%

Shares21.5K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-10.54%

Shares7.8K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

0.08%

Shares13.3K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

1.07%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-1.36%

Shares7.8K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

4.22%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

0.47%

Shares2.1K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

-2.16%

Shares8.3K

Event2026-03-31

Filed2026-05-15

HP INC

6.87%

Shares39.3K

Event2026-03-31

Filed2026-05-15

CURTISS WRIGHT CORP

11.73%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-4.83%

Shares10.0K

Event2026-03-31

Filed2026-05-15

NOK

NOKIA CORP

-0.82%

Shares91.8K

Event2026-03-31

Filed2026-05-15

INTERNATIONAL PAPER CO

0.22%

Shares20.5K

Event2026-03-31

Filed2026-05-15

HSBC

HSBC HLDGS PLC

-2.43%

Shares8.9K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

-16.23%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

0.82%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SCCO

SOUTHERN COPPER CORP

-4.45%

Shares4.2K

Event2026-03-31

Filed2026-05-15

BHP

BHP BILLITON LIMITED

-2.20%

Shares9.9K

Event2026-03-31

Filed2026-05-15

APLD

APPLIED DIGITAL CORP

-0.68%

Shares30.4K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

-4.10%

Shares15.9K

Event2026-03-31

Filed2026-05-15

RIO

RIO TINTO PLC

4.93%

Shares7.7K

Event2026-03-31

Filed2026-05-15

BBY

BEST BUY INC

-0.66%

Shares11.2K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

New

Shares518

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-6.95%

Shares3.3K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

9.36%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BMI

BADGER METER INC

1.54%

Shares4.6K

Event2026-03-31

Filed2026-05-15

FHLC

FIDELITY COVINGTON TRUST

-6.85%

Shares10.0K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

-56.50%

Shares28.6K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-29.31%

Shares7.5K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO DEL

-1.86%

Shares6.6K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-12.65%

Shares4.7K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

-12.77%

Shares7.5K

Event2026-03-31

Filed2026-05-15

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-1.26%

Shares40.0K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

-0.86%

Shares2.9K

Event2026-03-31

Filed2026-05-15

PSA

PUBLIC STORAGE OPER CO

-14.47%

Shares2.5K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-66.54%

Shares9.4K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

-2.51%

Shares28.3K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

11.85%

Shares1.2K

Event2026-03-31

Filed2026-05-15

FICO

FAIR ISAAC CORP

-0.96%

Shares616

Event2026-03-31

Filed2026-05-15

IBTG

ISHARES TR

New

Shares28.5K

Event2026-03-31

Filed2026-05-15

VIS

VANGUARD WORLD FD

-5.79%

Shares2.1K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-29.21%

Shares7.0K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

-5.54%

Shares7.9K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

2.37%

Shares8.7K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

7.78%

Shares5.5K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

-18.38%

Shares16.9K

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO ETF TR

-2.18%

Shares11.9K

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD ADMIRAL FDS INC

-43.54%

Shares1.5K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

-1.26%

Shares3.6K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

0.49%

Shares6.1K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

3.99%

Shares1.4K

Event2026-03-31

Filed2026-05-15

RELX

RELX PLC

-11.64%

Shares18.3K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-2.57%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

-52.44%

Shares2.4K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

New

Shares12.1K

Event2026-03-31

Filed2026-05-15

BCC

BOISE CASCADE CO DEL

0.27%

Shares7.9K

Event2026-03-31

Filed2026-05-15

KROGER CO

0.61%

Shares8.3K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

-13.40%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-22.00%

Shares25.5K

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

4.29%

Shares15.9K

Event2026-03-31

Filed2026-05-15

FISERV INC

2.43%

Shares10.6K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

2.94%

Shares4.1K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

5.48%

Shares1.5K

Event2026-03-31

Filed2026-05-15

NUBD

NUSHARES ETF TR

7.22%

Shares26.3K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

-5.79%

Shares5.7K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

New

Shares6.3K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

EGP

EASTGROUP PPTYS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

CRCL

CIRCLE INTERNET GROUP INC

-59.29%

Shares6.1K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-14.35%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

-7.47%

Shares7.0K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-6.31%

Shares4.7K

Event2026-03-31

Filed2026-05-15

FDS

FACTSET RESH SYS INC

4.28%

Shares2.6K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-2.96%

Shares7.8K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

-15.21%

Shares2.7K

Event2026-03-31

Filed2026-05-15

DEM

WISDOMTREE TR

-4.14%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

11.35%

Shares6.0K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-15

BFAM

BRIGHT HORIZONS FAM SOL IN D

4.97%

Shares6.9K

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC

-9.61%

Shares7.0K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

-1.75%

Shares9.6K

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

3.75%

Shares6.7K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

0.04%

Shares7.0K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTIONS IN

2.59%

Shares3.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

TAP

MOLSON COORS BEVERAGE CO

2.33%

Shares12.8K

Event2026-03-31

Filed2026-05-15

PPG

PPG INDS INC

3.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SONY

SONY GROUP CORP

-1.48%

Shares26.4K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

-12.96%

Shares5.9K

Event2026-03-31

Filed2026-05-15

IBKR

INTERACTIVE BROKERS GROUP IN

-40.46%

Shares8.0K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

-3.12%

Shares9.4K

Event2026-03-31

Filed2026-05-15

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares28.5K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

New

Shares21.3K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

-9.10%

Shares7.4K

Event2026-03-31

Filed2026-05-15

YETI

YETI HLDGS INC

4.46%

Shares14.4K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

0.78%

Shares4.6K

Event2026-03-31

Filed2026-05-15

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares35.7K

Event2026-03-31

Filed2026-05-15

MYRG

MYR GROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES TR

New

Shares22.6K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

59.21%

Shares8.9K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY COVINGTON TRUST

-13.26%

Shares13.5K

Event2026-03-31

Filed2026-05-15

TOYOTA MOTOR CORP

-4.07%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

MDB

MONGODB INC

4.59%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

16.25%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IXN

ISHARES TR

-4.12%

Shares4.9K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

-0.28%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-17.01%

Shares4.1K

Event2026-03-31

Filed2026-05-15

WPM

WHEATON PRECIOUS METALS CORP

-5.72%

Shares3.7K

Event2026-03-31

Filed2026-05-15

REET

ISHARES TR

-7.92%

Shares19.3K

Event2026-03-31

Filed2026-05-15

CANADIAN IMPERIAL BANK OF CO

-0.12%

Shares5.1K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

9.27%

Shares5.0K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

3.78%

Shares10.1K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

2.36%

Shares3.6K

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC

-10.57%

Shares2.9K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

-41.06%

Shares5.4K

Event2026-03-31

Filed2026-05-15

EQNR

EQUINOR ASA

-1.90%

Shares11.3K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORPORATION

5.48%

Shares8.5K

Event2026-03-31

Filed2026-05-15

URTH

ISHARES INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

-11.15%

Shares4.1K

Event2026-03-31

Filed2026-05-15

CNQ

CANADIAN NAT RES LTD MED TER

-0.99%

Shares9.7K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-33.17%

Shares2.5K

Event2026-03-31

Filed2026-05-15

WEYERHAEUSER CO

-17.35%

Shares19.2K

Event2026-03-31

Filed2026-05-15

GSK PLC

8.92%

Shares8.5K

Event2026-03-31

Filed2026-05-15

NTAP

NETAPP INC

2.79%

Shares4.5K

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

-30.74%

Shares7.2K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

0.20%

Shares14.9K

Event2026-03-31

Filed2026-05-15

CGMU

CAPITAL GRP FIXED INCM ETF T

7.84%

Shares16.7K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

-15.35%

Shares2.1K

Event2026-03-31

Filed2026-05-15

INGERSOLL RAND INC

-3.07%

Shares5.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

MDLZ Call CallMONDELEZ INTL INC500 shares0.00%2026-03-312026-05-15

MDLZ Call

MONDELEZ INTL INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

Put Option Holdings

AAPL Put PutAPPLE INC94.9K shares12.84%2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP61.2K shares5.15%2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION83.8K shares2.44%2026-03-312026-05-15

TSLA Put PutTESLA INC15.2K shares-17.39%2026-03-312026-05-15

BROADCOM INC Put PutBROADCOM INC16.6K shares-2.35%2026-03-312026-05-15

LLY Put PutELI LILLY & CO1.8K shares-10.00%2026-03-312026-05-15

NOW Put PutSERVICENOW INC12.0K shares0.00%2026-03-312026-05-15

PSTG Put PutEVERPURE INC20.0K shares0.00%2026-03-312026-05-15

JNJ Put PutJOHNSON & JOHNSON4.8K shares0.00%2026-03-312026-05-15

MAR Put PutMARRIOTT INTL INC NEW3.5K shares-2.78%2026-03-312026-05-15

ORCL Put PutORACLE CORP6.0K shares-47.83%2026-03-312026-05-15

ABNB Put PutAIRBNB INC6.0K shares0.00%2026-03-312026-05-15

META Put PutMETA PLATFORMS INC1.3K shares0.00%2026-03-312026-05-15

MA Put PutMASTERCARD INCORPORATED1.4K shares-22.22%2026-03-312026-05-15

ACCENTURE PLC IRELAND Put PutACCENTURE PLC IRELAND3.2K shares0.00%2026-03-312026-05-15

IOT Put PutSAMSARA INC20.0K shares-33.33%2026-03-312026-05-15

HD Put PutHOME DEPOT INC1.8K shares0.00%2026-03-312026-05-15

AMZN Put PutAMAZON COM INC2.3K shares-42.50%2026-03-312026-05-15

INTU Put PutINTUIT1.1K shares0.00%2026-03-312026-05-15

EATON CORP PLC Put PutEATON CORP PLC1.3K shares-18.75%2026-03-312026-05-15

NET Put PutCLOUDFLARE INC2.0K shares0.00%2026-03-312026-05-15

ALL Put PutALLSTATE CORP1.8K shares0.00%2026-03-312026-05-15

NFLX Put PutNETFLIX INC.3.1K sharesnew addition2026-03-312026-05-15

AMD Put PutADVANCED MICRO DEVICES INC600 shares0.00%2026-03-312026-05-15

AAPL Put

APPLE INC

12.84%

Shares94.9K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP

5.15%

Shares61.2K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

2.44%

Shares83.8K

Event2026-03-31

Filed2026-05-15

TSLA Put

TESLA INC

-17.39%

Shares15.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC Put

BROADCOM INC

-2.35%

Shares16.6K

Event2026-03-31

Filed2026-05-15

LLY Put

ELI LILLY & CO

-10.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NOW Put

SERVICENOW INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15

PSTG Put

EVERPURE INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-15

JNJ Put

JOHNSON & JOHNSON

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

MAR Put

MARRIOTT INTL INC NEW

-2.78%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ORCL Put

ORACLE CORP

-47.83%

Shares6.0K

Event2026-03-31

Filed2026-05-15

ABNB Put

AIRBNB INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

META Put

META PLATFORMS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

MA Put

MASTERCARD INCORPORATED

-22.22%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND Put

ACCENTURE PLC IRELAND

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IOT Put

SAMSARA INC

-33.33%

Shares20.0K

Event2026-03-31

Filed2026-05-15

HD Put

HOME DEPOT INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AMZN Put

AMAZON COM INC

-42.50%

Shares2.3K

Event2026-03-31

Filed2026-05-15

INTU Put

INTUIT

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC Put

EATON CORP PLC

-18.75%

Shares1.3K

Event2026-03-31

Filed2026-05-15

NET Put

CLOUDFLARE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ALL Put

ALLSTATE CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NFLX Put

NETFLIX INC.

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

AMD Put

ADVANCED MICRO DEVICES INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-15