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

Currently, Modera Wealth Management, LLC holds 635 types of securities in its portfolio with a total value $8.3B. In the most recent quarter, they have increased their positions in VUG (+44.7K shares, valued at $19.5M), STIP (+163.6K shares, valued at $16.9M), VIG (+62.0K shares, valued at $13.3M); decreased their positions in N/A (-57.0K shares, valued at $27.3M), BRK.A (-17 shares, valued at $12.2M), EFV (-159.5K shares, valued at $11.9M); initiated new positions in RH (+12.0K shares, valued at $1.7M), FND (+13.8K shares, valued at $701.7K), BOND (+5.4K shares, valued at $500.7K).

1M P&L

-92.4M-1.05%

3M P&L

-3.0B-25.89%

HY P&L

-2.6B-22.67%

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/A6.2B

78.6%

2Consumer Electronics195.3M

2.5%

3Software - Infrastructure167.4M

2.1%

Top Industries by Stock Count

1N/A298 stocks

50.7%

2Banks - Regional12 stocks

2.0%

3Software - Application11 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS1.2M shares3.73%2026-03-312026-05-06

VTV VANGUARD INDEX FDS1.8M shares3.80%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS1.6M shares4.00%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS5.3M shares-2.90%2026-03-312026-05-06

IEFA ISHARES TR3.5M shares0.65%2026-03-312026-05-06

STIP ISHARES TR2.4M shares7.18%2026-03-312026-05-06

AVDV AMERICAN CENTY ETF TR2.2M shares5.23%2026-03-312026-05-06

AAPL APPLE INC769.4K shares-5.37%2026-03-312026-05-06

Sponsored

DFAC DIMENSIONAL ETF TRUST4.8M shares-0.34%2026-03-312026-05-06

IJR ISHARES TR1.4M shares-0.15%2026-03-312026-05-06

IVV ISHARES TR243.9K shares-5.64%2026-03-312026-05-06

DFAU DIMENSIONAL ETF TRUST3.2M shares-2.46%2026-03-312026-05-06

MSFT MICROSOFT CORP377.6K shares-2.60%2026-03-312026-05-06

IUSV ISHARES TR1.2M shares-0.54%2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST2.2M shares-2.01%2026-03-312026-05-06

IWF ISHARES TR272.1K shares0.63%2026-03-312026-05-06

Sponsored

AVUS AMERICAN CENTY ETF TR1.0M shares3.37%2026-03-312026-05-06

DFUV DIMENSIONAL ETF TRUST2.2M shares-0.68%2026-03-312026-05-06

EFV ISHARES TR1.3M shares-10.67%2026-03-312026-05-06

BROADCOM INC BROADCOM INC316.9K shares-6.43%2026-03-312026-05-06

DFSV DIMENSIONAL ETF TRUST2.8M shares3.87%2026-03-312026-05-06

ALPHABET INC ALPHABET INC333.7K shares-9.31%2026-03-312026-05-06

IEMG ISHARES INC1.4M shares-0.96%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F1.6M shares-3.30%2026-03-312026-05-06

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC251.8K shares-2.00%2026-03-312026-05-06

IJS ISHARES TR711.6K shares-3.73%2026-03-312026-05-06

IWD ISHARES TR363.5K shares-0.35%2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST1.1M shares-4.10%2026-03-312026-05-06

VBR VANGUARD INDEX FDS339.2K shares-2.34%2026-03-312026-05-06

IVW ISHARES TR636.4K shares-3.13%2026-03-312026-05-06

SCZ ISHARES TR894.9K shares-2.33%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS860.3K shares-5.79%2026-03-312026-05-06

Sponsored

JPM JPMORGAN CHASE & CO212.1K shares-1.57%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T95.8K shares-0.89%2026-03-312026-05-06

LOW LOWES COS INC256.8K shares-7.16%2026-03-312026-05-06

DIHP DIMENSIONAL ETF TRUST1.8M shares13.84%2026-03-312026-05-06

CSCO CISCO SYS INC742.5K shares-2.78%2026-03-312026-05-06

VTI VANGUARD INDEX FDS171.4K shares0.30%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS499.3K shares1.37%2026-03-312026-05-06

IUSG ISHARES TR352.3K shares1.49%2026-03-312026-05-06

Sponsored

BLACKROCK INC BLACKROCK INC55.9K shares-2.13%2026-03-312026-05-06

IJH ISHARES TR771.3K shares-3.37%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON212.1K shares-3.66%2026-03-312026-05-06

EFA ISHARES TR533.5K shares-1.28%2026-03-312026-05-06

AMZN AMAZON COM INC238.0K shares-1.35%2026-03-312026-05-06

DFAT DIMENSIONAL ETF TRUST733.7K shares-1.30%2026-03-312026-05-06

LLY ELI LILLY & CO47.4K shares-1.39%2026-03-312026-05-06

IWM ISHARES TR159.0K shares-2.01%2026-03-312026-05-06

Sponsored

V VISA INC128.2K shares-1.79%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR1.4M shares-3.33%2026-03-312026-05-06

DFAS DIMENSIONAL ETF TRUST507.2K shares-2.12%2026-03-312026-05-06

REET ISHARES TR1.4M shares6.21%2026-03-312026-05-06

AMGN AMGEN INC97.7K shares-4.66%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS418.7K shares-7.33%2026-03-312026-05-06

JPUS J P MORGAN EXCHANGE TRADED F247.0K shares-6.65%2026-03-312026-05-06

WSM WILLIAMS SONOMA INC175.8K shares-4.86%2026-03-312026-05-06

Sponsored

AVDE AMERICAN CENTY ETF TR377.6K shares-2.16%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS625.7K shares-2.39%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC146.7K shares-3.00%2026-03-312026-05-06

SUB ISHARES TR275.4K shares9.02%2026-03-312026-05-06

MBB ISHARES TR295.4K shares0.65%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR932.1K shares-3.44%2026-03-312026-05-06

VB VANGUARD INDEX FDS103.3K shares-5.05%2026-03-312026-05-06

ALPHABET INC ALPHABET INC91.8K shares-6.82%2026-03-312026-05-06

Sponsored

EMR EMERSON ELEC CO196.3K shares-2.23%2026-03-312026-05-06

IAGG ISHARES TR507.2K shares-0.57%2026-03-312026-05-06

IWN ISHARES TR130.7K shares-1.72%2026-03-312026-05-06

WMT WALMART INC194.4K shares-3.36%2026-03-312026-05-06

IWB ISHARES TR67.3K shares-1.01%2026-03-312026-05-06

PEP PEPSICO INC152.4K shares1.87%2026-03-312026-05-06

MUB ISHARES TR213.9K shares-0.54%2026-03-312026-05-06

HD HOME DEPOT INC68.2K shares-16.67%2026-03-312026-05-06

Sponsored

SCHM SCHWAB STRATEGIC TR697.4K shares-4.32%2026-03-312026-05-06

PG PROCTER & GAMBLE CO144.2K shares1.04%2026-03-312026-05-06

DISV DIMENSIONAL ETF TRUST525.4K shares0.44%2026-03-312026-05-06

DFAE DIMENSIONAL ETF TRUST606.1K shares-1.51%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP31.6K shares-2.37%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL39.6K shares-59.01%2026-03-312026-05-06

NVDA NVIDIA CORPORATION108.7K shares-2.21%2026-03-312026-05-06

FLOT ISHARES TR368.4K shares-5.28%2026-03-312026-05-06

Sponsored

BSV VANGUARD BD INDEX FDS238.4K shares-3.70%2026-03-312026-05-06

SCHP SCHWAB STRATEGIC TR701.3K shares-6.61%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN91.5K shares-3.90%2026-03-312026-05-06

DOV DOVER CORP88.9K shares-1.90%2026-03-312026-05-06

VO VANGUARD INDEX FDS64.3K shares-7.02%2026-03-312026-05-06

AGG ISHARES TR185.5K shares-3.14%2026-03-312026-05-06

OMC OMNICOM GROUP INC243.5K shares-3.45%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS247.0K shares3.97%2026-03-312026-05-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS29.3K shares1.72%2026-03-312026-05-06

VCIT VANGUARD SCOTTSDALE FDS210.9K shares0.09%2026-03-312026-05-06

ABBV ABBVIE INC77.5K shares5.16%2026-03-312026-05-06

MGC VANGUARD WORLD FD67.5K shares-0.58%2026-03-312026-05-06

IVE ISHARES TR72.6K shares-3.32%2026-03-312026-05-06

DFAX DIMENSIONAL ETF TRUST443.6K shares-7.76%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP70.0K shares-9.28%2026-03-312026-05-06

ORCL ORACLE CORP97.7K shares-2.11%2026-03-312026-05-06

Sponsored

AVEM AMERICAN CENTY ETF TR178.3K shares-0.02%2026-03-312026-05-06

VOE VANGUARD INDEX FDS77.2K shares-7.00%2026-03-312026-05-06

ESGD ISHARES TR148.2K shares-0.87%2026-03-312026-05-06

SYK STRYKER CORPORATION42.4K shares-1.73%2026-03-312026-05-06

ASML ASML HLDG NV10.5K shares-5.15%2026-03-312026-05-06

DFAI DIMENSIONAL ETF TRUST354.7K shares0.35%2026-03-312026-05-06

KO COCA COLA CO180.2K shares2.77%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP145.0K shares-1.04%2026-03-312026-05-06

Sponsored

TGT TARGET CORP112.1K shares-4.66%2026-03-312026-05-06

ESML ISHARES TR287.4K shares0.38%2026-03-312026-05-06

AMAT APPLIED MATLS INC39.3K shares-5.40%2026-03-312026-05-06

VBK VANGUARD INDEX FDS42.5K shares-16.83%2026-03-312026-05-06

XOM EXXON MOBIL CORP75.4K shares3.77%2026-03-312026-05-06

SBUX STARBUCKS CORP139.1K shares-0.19%2026-03-312026-05-06

SUSB ISHARES TR487.7K shares1.46%2026-03-312026-05-06

NVO NOVO-NORDISK A S331.6K shares-3.18%2026-03-312026-05-06

Sponsored

CWB SPDR SERIES TRUST131.4K shares-6.37%2026-03-312026-05-06

VSS VANGUARD INTL EQUITY INDEX F80.8K shares-4.47%2026-03-312026-05-06

HUBBELL INC HUBBELL INC23.9K shares-2.48%2026-03-312026-05-06

RTX RTX CORPORATION56.3K shares5.01%2026-03-312026-05-06

MGV VANGUARD WORLD FD74.8K shares1.71%2026-03-312026-05-06

MCD MCDONALDS CORP34.5K shares5.06%2026-03-312026-05-06

ABT ABBOTT LABORATORIES103.9K shares-1.37%2026-03-312026-05-06

TFC TRUIST FINL CORP226.4K shares-4.12%2026-03-312026-05-06

Sponsored

FDX FEDEX CORP28.8K shares-2.66%2026-03-312026-05-06

DFGP DIMENSIONAL ETF TRUST188.2K shares0.15%2026-03-312026-05-06

IEF ISHARES TR106.0K shares143.42%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS113.4K shares-0.77%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC176.5K shares-4.74%2026-03-312026-05-06

VCEB VANGUARD WORLD FD154.8K shares6.44%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.3K shares0.49%2026-03-312026-05-06

RWO SPDR INDEX SHS FDS204.1K shares-1.80%2026-03-312026-05-06

Sponsored

EEMV ISHARES INC143.9K shares-3.20%2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC20.7K shares-2.77%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS191.8K shares24.48%2026-03-312026-05-06

TD TORONTO DOMINION BK ONT98.6K shares-8.34%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS199.7K shares-23.22%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC92.4K shares-13.65%2026-03-312026-05-06

ELV ELEVANCE HEALTH INC FORMERLY30.6K shares-2.35%2026-03-312026-05-06

DIS DISNEY WALT CO90.3K shares-5.34%2026-03-312026-05-06

Sponsored

DFCF DIMENSIONAL ETF TRUST204.1K shares-1.75%2026-03-312026-05-06

SYY SYSCO CORP119.5K shares1.60%2026-03-312026-05-06

SLYV SPDR SERIES TRUST88.0K shares-5.80%2026-03-312026-05-06

ESGU ISHARES TR56.5K shares-1.18%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR13.8K shares-3.14%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN50.5K shares-2.41%2026-03-312026-05-06

FTNT FORTINET INC95.9K shares-2.23%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS52.8K shares-1.32%2026-03-312026-05-06

Sponsored

AFL AFLAC INC70.3K shares2.02%2026-03-312026-05-06

IWO ISHARES TR24.6K shares0.55%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO90.2K shares-5.64%2026-03-312026-05-06

ITOT ISHARES TR53.4K shares-1.88%2026-03-312026-05-06

SPYV SPDR SERIES TRUST128.7K shares5.37%2026-03-312026-05-06

GLD SPDR GOLD TR16.6K shares-4.08%2026-03-312026-05-06

ESGE ISHARES INC155.4K shares1.84%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR281.5K shares-3.81%2026-03-312026-05-06

Sponsored

IWS ISHARES TR47.6K shares-0.71%2026-03-312026-05-06

IWR ISHARES TR71.1K shares-0.85%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION6.8K shares6.01%2026-03-312026-05-06

CVX CHEVRON CORPORATION32.2K shares2.74%2026-03-312026-05-06

IWP ISHARES TR51.1K shares-2.47%2026-03-312026-05-06

MCK MCKESSON CORP7.5K shares3.05%2026-03-312026-05-06

VV VANGUARD INDEX FDS21.5K shares-3.86%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST176.9K shares-0.02%2026-03-312026-05-06

Sponsored

SPMD SPDR SERIES TRUST106.6K shares-11.92%2026-03-312026-05-06

HYMB SPDR SERIES TRUST246.6K shares4.08%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC49.0K shares11.11%2026-03-312026-05-06

DON WISDOMTREE TR110.4K shares-5.63%2026-03-312026-05-06

META META PLATFORMS INC10.1K shares-9.56%2026-03-312026-05-06

VGT VANGUARD WORLD FD8.2K shares-14.17%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR194.0K shares3.08%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO18.6K shares-0.44%2026-03-312026-05-06

Sponsored

ISHARES GOLD TR ISHARES GOLD TR63.8K shares-0.42%2026-03-312026-05-06

MA MASTERCARD INCORPORATED10.9K shares-16.48%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP8.0K shares-0.86%2026-03-312026-05-06

RIO RIO TINTO PLC57.1K shares-5.42%2026-03-312026-05-06

NEE NEXTERA ENERGY INC57.0K shares30.35%2026-03-312026-05-06

REGN REGENERON PHARMACEUTICALS6.8K shares-0.12%2026-03-312026-05-06

SEIC SEI INVTS CO66.4K shares-6.03%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS21.4K shares-5.38%2026-03-312026-05-06

Sponsored

OTIS OTIS WORLDWIDE CORP66.3K shares0.96%2026-03-312026-05-06

NTR NUTRIEN LTD67.1K shares-3.28%2026-03-312026-05-06

STM STMICROELECTRONICS N V144.5K shares-7.25%2026-03-312026-05-06

VXUS VANGUARD STAR FDS64.4K shares-6.99%2026-03-312026-05-06

CAT CATERPILLAR INC7.0K shares-1.61%2026-03-312026-05-06

J JACOBS SOLUTIONS INC38.0K shares-3.65%2026-03-312026-05-06

EEM ISHARES TR83.7K shares-1.65%2026-03-312026-05-06

VUSB VANGUARD BD INDEX FDS95.0K shares-6.34%2026-03-312026-05-06

Sponsored

SPYM SPDR SERIES TRUST60.8K shares-7.32%2026-03-312026-05-06

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO86.8K shares-4.77%2026-03-312026-05-06

TSLA TESLA INC12.3K shares-12.11%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 407.4K shares-18.71%2026-03-312026-05-06

GWX SPDR INDEX SHS FDS107.2K shares-22.25%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F32.0K shares-1.25%2026-03-312026-05-06

CRM SALESFORCE INC23.4K shares-10.29%2026-03-312026-05-06

ADBE ADOBE INC17.9K shares-7.71%2026-03-312026-05-06

Sponsored

AON PLC AON PLC13.1K shares-1.21%2026-03-312026-05-06

SPYG SPDR SERIES TRUST42.8K shares2.01%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC71.9K shares-6.77%2026-03-312026-05-06

SCHJ SCHWAB STRATEGIC TR167.3K shares-20.64%2026-03-312026-05-06

EMB ISHARES TR43.8K shares2.07%2026-03-312026-05-06

IJJ ISHARES TR29.9K shares0.00%2026-03-312026-05-06

A AGILENT TECHNOLOGIES INC33.6K shares2.29%2026-03-312026-05-06

BAC BANK AMERICA CORP77.2K shares1.60%2026-03-312026-05-06

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SPDR SERIES TRUST SPDR SERIES TRUST39.1K shares13.22%2026-03-312026-05-06

JKHY HENRY JACK & ASSOC INC23.7K shares0.29%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW28.5K shares0.91%2026-03-312026-05-06

TIP ISHARES TR33.3K shares-1.97%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares-77.27%2026-03-312026-05-06

ZTS ZOETIS INC30.0K shares3.55%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC835 shares-0.71%2026-03-312026-05-06

DE DEERE & CO6.2K shares-0.94%2026-03-312026-05-06

Sponsored

VONV VANGUARD SCOTTSDALE FDS36.3K shares2.09%2026-03-312026-05-06

DFNM DIMENSIONAL ETF TRUST70.8K shares0.07%2026-03-312026-05-06

WMG WARNER MUSIC GROUP CORP130.3K shares14.51%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.6K shares0.23%2026-03-312026-05-06

UNP UNION PAC CORP13.4K shares15.37%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC22.0K shares15.22%2026-03-312026-05-06

INTC INTEL CORP72.2K shares-3.64%2026-03-312026-05-06

MDYV SPDR SERIES TRUST37.4K shares-26.19%2026-03-312026-05-06

Sponsored

PM PHILIP MORRIS INTL INC19.1K shares-21.04%2026-03-312026-05-06

ESGV VANGUARD WORLD FD28.1K shares-3.28%2026-03-312026-05-06

VWOB VANGUARD WHITEHALL FDS47.7K shares-26.60%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I10.7K shares14.92%2026-03-312026-05-06

JMSI J P MORGAN EXCHANGE TRADED F61.0K shares-5.25%2026-03-312026-05-06

PYPL PAYPAL HLDGS INC64.1K shares-7.48%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE10.1K shares-0.57%2026-03-312026-05-06

IQV IQVIA HLDGS INC16.5K shares-3.79%2026-03-312026-05-06

Sponsored

CME CME GROUP INC9.5K shares7.00%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC3.3K shares-21.79%2026-03-312026-05-06

SPSM SPDR SERIES TRUST57.1K shares-18.11%2026-03-312026-05-06

LOGI LOGITECH INTL S A29.6K shares-6.73%2026-03-312026-05-06

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GPN GLOBAL PMTS INC39.5K shares-1.01%2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR86.7K shares-30.94%2026-03-312026-05-06

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XLU SELECT SECTOR SPDR TR54.4K shares-3.26%2026-03-312026-05-06

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CNI CANADIAN NATL RY CO23.9K shares11.79%2026-03-312026-05-06

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DSI ISHARES TR19.0K shares0.00%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR88.1K shares-0.35%2026-03-312026-05-06

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NSC NORFOLK SOUTHN CORP7.5K shares-1.40%2026-03-312026-05-06

SCHC SCHWAB STRATEGIC TR46.3K shares-1.61%2026-03-312026-05-06

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QCOM QUALCOMM INC15.3K shares-0.62%2026-03-312026-05-06

JPIE J P MORGAN EXCHANGE TRADED F41.8K shares-0.42%2026-03-312026-05-06

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EA ELECTRONIC ARTS INC9.4K shares-28.40%2026-03-312026-05-06

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AVUV AMERICAN CENTY ETF TR16.7K shares8.10%2026-03-312026-05-06

KMI KINDER MORGAN INC DEL53.4K shares-6.55%2026-03-312026-05-06

INFY INFOSYS LTD130.7K shares-17.57%2026-03-312026-05-06

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CTVA CORTEVA INC20.8K shares5.55%2026-03-312026-05-06

IBTH ISHARES TR76.9K shares-7.94%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR12.9K shares-8.68%2026-03-312026-05-06

RH RH12.0K sharesnew addition2026-03-312026-05-06

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IBTG ISHARES TR72.6K shares3.14%2026-03-312026-05-06

NUE NUCOR CORP9.8K shares-0.38%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F21.9K shares-23.44%2026-03-312026-05-06

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COP CONOCOPHILLIPS12.0K shares11.38%2026-03-312026-05-06

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DFSD DIMENSIONAL ETF TRUST32.6K shares0.00%2026-03-312026-05-06

WFC WELLS FARGO & CO19.6K shares-0.35%2026-03-312026-05-06

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PFE PFIZER INC51.7K shares-19.52%2026-03-312026-05-06

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SCHE SCHWAB STRATEGIC TR42.6K shares-5.87%2026-03-312026-05-06

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VGIT VANGUARD SCOTTSDALE FDS6.8K shares16.44%2026-03-312026-05-06

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares-4.51%2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC2.4K sharesnew addition2026-03-312026-05-06

FLEX FLEXTRONICS INTL LTD6.0K shares-14.28%2026-03-312026-05-06

GILD GILEAD SCIENCES INC2.8K shares-41.17%2026-03-312026-05-06

ED CONSOLIDATED EDISON INC3.5K shares-72.43%2026-03-312026-05-06

GIS GENERAL MILLS INC10.5K shares-27.77%2026-03-312026-05-06

PPA INVESCO EXCHANGE TRADED FD T2.3K shares3.80%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC3.4K shares-50.12%2026-03-312026-05-06

Sponsored

PFF ISHARES TR12.8K shares5.96%2026-03-312026-05-06

DFAW DIMENSIONAL ETF TRUST5.3K shares0.25%2026-03-312026-05-06

FTCB FIRST TR EXCHANGE-TRADED FD18.5K sharesnew addition2026-03-312026-05-06

NUEM NUSHARES ETF TR10.5K shares-0.42%2026-03-312026-05-06

VPU VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC923 shares-0.86%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP10.8K shares0.00%2026-03-312026-05-06

DLS WISDOMTREE TR4.7K shares36.79%2026-03-312026-05-06

Sponsored

APH AMPHENOL CORP3.0K shares3.39%2026-03-312026-05-06

LH LABCORP HOLDINGS INC1.4K shares-5.67%2026-03-312026-05-06

XSOE WISDOMTREE TR9.4K shares0.00%2026-03-312026-05-06

FELV FIDELITY COVINGTON TRUST10.7K shares0.00%2026-03-312026-05-06

FHLC FIDELITY COVINGTON TRUST5.2K sharesnew addition2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR13.1K shares0.00%2026-03-312026-05-06

SNDK SANDISK CORP569 sharesnew addition2026-03-312026-05-06

SPG SIMON PPTY GROUP INC NEW1.9K shares-10.71%2026-03-312026-05-06

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.4K shares-13.39%2026-03-312026-05-06

RNR RENAISSANCERE HLDGS LTD1.2K sharesnew addition2026-03-312026-05-06

BWXT BWX TECHNOLOGIES INC1.8K shares4.58%2026-03-312026-05-06

SDG ISHARES TR4.3K shares-53.57%2026-03-312026-05-06

VUG

VANGUARD INDEX FDS

3.73%

Shares1.2M

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

3.80%

Shares1.8M

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

4.00%

Shares1.6M

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

-2.90%

Shares5.3M

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

0.65%

Shares3.5M

Event2026-03-31

Filed2026-05-06

STIP

ISHARES TR

7.18%

Shares2.4M

Event2026-03-31

Filed2026-05-06

AVDV

AMERICAN CENTY ETF TR

5.23%

Shares2.2M

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-5.37%

Shares769.4K

Event2026-03-31

Filed2026-05-06

DFAC

DIMENSIONAL ETF TRUST

-0.34%

Shares4.8M

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-0.15%

Shares1.4M

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-5.64%

Shares243.9K

Event2026-03-31

Filed2026-05-06

DFAU

DIMENSIONAL ETF TRUST

-2.46%

Shares3.2M

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-2.60%

Shares377.6K

Event2026-03-31

Filed2026-05-06

IUSV

ISHARES TR

-0.54%

Shares1.2M

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

-2.01%

Shares2.2M

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

0.63%

Shares272.1K

Event2026-03-31

Filed2026-05-06

AVUS

AMERICAN CENTY ETF TR

3.37%

Shares1.0M

Event2026-03-31

Filed2026-05-06

DFUV

DIMENSIONAL ETF TRUST

-0.68%

Shares2.2M

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-10.67%

Shares1.3M

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-6.43%

Shares316.9K

Event2026-03-31

Filed2026-05-06

DFSV

DIMENSIONAL ETF TRUST

3.87%

Shares2.8M

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-9.31%

Shares333.7K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-0.96%

Shares1.4M

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

-3.30%

Shares1.6M

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.00%

Shares251.8K

Event2026-03-31

Filed2026-05-06

IJS

ISHARES TR

-3.73%

Shares711.6K

Event2026-03-31

Filed2026-05-06

IWD

ISHARES TR

-0.35%

Shares363.5K

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

-4.10%

Shares1.1M

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

-2.34%

Shares339.2K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

-3.13%

Shares636.4K

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

-2.33%

Shares894.9K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

-5.79%

Shares860.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

-1.57%

Shares212.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-0.89%

Shares95.8K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

-7.16%

Shares256.8K

Event2026-03-31

Filed2026-05-06

DIHP

DIMENSIONAL ETF TRUST

13.84%

Shares1.8M

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-2.78%

Shares742.5K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

0.30%

Shares171.4K

Event2026-03-31

Filed2026-05-06

VONG

VANGUARD SCOTTSDALE FDS

1.37%

Shares499.3K

Event2026-03-31

Filed2026-05-06

IUSG

ISHARES TR

1.49%

Shares352.3K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

-2.13%

Shares55.9K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

-3.37%

Shares771.3K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

-3.66%

Shares212.1K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

-1.28%

Shares533.5K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

-1.35%

Shares238.0K

Event2026-03-31

Filed2026-05-06

DFAT

DIMENSIONAL ETF TRUST

-1.30%

Shares733.7K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

-1.39%

Shares47.4K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

-2.01%

Shares159.0K

Event2026-03-31

Filed2026-05-06

VISA INC

-1.79%

Shares128.2K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-3.33%

Shares1.4M

Event2026-03-31

Filed2026-05-06

DFAS

DIMENSIONAL ETF TRUST

-2.12%

Shares507.2K

Event2026-03-31

Filed2026-05-06

REET

ISHARES TR

6.21%

Shares1.4M

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

-4.66%

Shares97.7K

Event2026-03-31

Filed2026-05-06

BIV

VANGUARD BD INDEX FDS

-7.33%

Shares418.7K

Event2026-03-31

Filed2026-05-06

JPUS

J P MORGAN EXCHANGE TRADED F

-6.65%

Shares247.0K

Event2026-03-31

Filed2026-05-06

WSM

WILLIAMS SONOMA INC

-4.86%

Shares175.8K

Event2026-03-31

Filed2026-05-06

AVDE

AMERICAN CENTY ETF TR

-2.16%

Shares377.6K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

-2.39%

Shares625.7K

Event2026-03-31

Filed2026-05-06

PNC

PNC FINL SVCS GROUP INC

-3.00%

Shares146.7K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

9.02%

Shares275.4K

Event2026-03-31

Filed2026-05-06

MBB

ISHARES TR

0.65%

Shares295.4K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-3.44%

Shares932.1K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-5.05%

Shares103.3K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-6.82%

Shares91.8K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

-2.23%

Shares196.3K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

-0.57%

Shares507.2K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR

-1.72%

Shares130.7K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

-3.36%

Shares194.4K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

-1.01%

Shares67.3K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

1.87%

Shares152.4K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-0.54%

Shares213.9K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

-16.67%

Shares68.2K

Event2026-03-31

Filed2026-05-06

SCHM

SCHWAB STRATEGIC TR

-4.32%

Shares697.4K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

1.04%

Shares144.2K

Event2026-03-31

Filed2026-05-06

DISV

DIMENSIONAL ETF TRUST

0.44%

Shares525.4K

Event2026-03-31

Filed2026-05-06

DFAE

DIMENSIONAL ETF TRUST

-1.51%

Shares606.1K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

-2.37%

Shares31.6K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

-59.01%

Shares39.6K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-2.21%

Shares108.7K

Event2026-03-31

Filed2026-05-06

FLOT

ISHARES TR

-5.28%

Shares368.4K

Event2026-03-31

Filed2026-05-06

BSV

VANGUARD BD INDEX FDS

-3.70%

Shares238.4K

Event2026-03-31

Filed2026-05-06

SCHP

SCHWAB STRATEGIC TR

-6.61%

Shares701.3K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

-3.90%

Shares91.5K

Event2026-03-31

Filed2026-05-06

DOV

DOVER CORP

-1.90%

Shares88.9K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-7.02%

Shares64.3K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

-3.14%

Shares185.5K

Event2026-03-31

Filed2026-05-06

OMC

OMNICOM GROUP INC

-3.45%

Shares243.5K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

3.97%

Shares247.0K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

1.72%

Shares29.3K

Event2026-03-31

Filed2026-05-06

VCIT

VANGUARD SCOTTSDALE FDS

0.09%

Shares210.9K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

5.16%

Shares77.5K

Event2026-03-31

Filed2026-05-06

MGC

VANGUARD WORLD FD

-0.58%

Shares67.5K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

-3.32%

Shares72.6K

Event2026-03-31

Filed2026-05-06

DFAX

DIMENSIONAL ETF TRUST

-7.76%

Shares443.6K

Event2026-03-31

Filed2026-05-06

LAM RESEARCH CORP

-9.28%

Shares70.0K

Event2026-03-31

Filed2026-05-06

ORCL

ORACLE CORP

-2.11%

Shares97.7K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

-0.02%

Shares178.3K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

-7.00%

Shares77.2K

Event2026-03-31

Filed2026-05-06

ESGD

ISHARES TR

-0.87%

Shares148.2K

Event2026-03-31

Filed2026-05-06

SYK

STRYKER CORPORATION

-1.73%

Shares42.4K

Event2026-03-31

Filed2026-05-06

ASML

ASML HLDG NV

-5.15%

Shares10.5K

Event2026-03-31

Filed2026-05-06

DFAI

DIMENSIONAL ETF TRUST

0.35%

Shares354.7K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

2.77%

Shares180.2K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

-1.04%

Shares145.0K

Event2026-03-31

Filed2026-05-06

TGT

TARGET CORP

-4.66%

Shares112.1K

Event2026-03-31

Filed2026-05-06

ESML

ISHARES TR

0.38%

Shares287.4K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

-5.40%

Shares39.3K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

-16.83%

Shares42.5K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

3.77%

Shares75.4K

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP

-0.19%

Shares139.1K

Event2026-03-31

Filed2026-05-06

SUSB

ISHARES TR

1.46%

Shares487.7K

Event2026-03-31

Filed2026-05-06

NVO

NOVO-NORDISK A S

-3.18%

Shares331.6K

Event2026-03-31

Filed2026-05-06

CWB

SPDR SERIES TRUST

-6.37%

Shares131.4K

Event2026-03-31

Filed2026-05-06

VSS

VANGUARD INTL EQUITY INDEX F

-4.47%

Shares80.8K

Event2026-03-31

Filed2026-05-06

HUBBELL INC

-2.48%

Shares23.9K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

5.01%

Shares56.3K

Event2026-03-31

Filed2026-05-06

MGV

VANGUARD WORLD FD

1.71%

Shares74.8K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

5.06%

Shares34.5K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

-1.37%

Shares103.9K

Event2026-03-31

Filed2026-05-06

TFC

TRUIST FINL CORP

-4.12%

Shares226.4K

Event2026-03-31

Filed2026-05-06

FDX

FEDEX CORP

-2.66%

Shares28.8K

Event2026-03-31

Filed2026-05-06

DFGP

DIMENSIONAL ETF TRUST

0.15%

Shares188.2K

Event2026-03-31

Filed2026-05-06

IEF

ISHARES TR

143.42%

Shares106.0K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

-0.77%

Shares113.4K

Event2026-03-31

Filed2026-05-06

UNILEVER PLC

-4.74%

Shares176.5K

Event2026-03-31

Filed2026-05-06

VCEB

VANGUARD WORLD FD

6.44%

Shares154.8K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

0.49%

Shares50.3K

Event2026-03-31

Filed2026-05-06

RWO

SPDR INDEX SHS FDS

-1.80%

Shares204.1K

Event2026-03-31

Filed2026-05-06

EEMV

ISHARES INC

-3.20%

Shares143.9K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

-2.77%

Shares20.7K

Event2026-03-31

Filed2026-05-06

BNDX

VANGUARD CHARLOTTE FDS

24.48%

Shares191.8K

Event2026-03-31

Filed2026-05-06

TORONTO DOMINION BK ONT

-8.34%

Shares98.6K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

-23.22%

Shares199.7K

Event2026-03-31

Filed2026-05-06

UPS

UNITED PARCEL SVCS INC

-13.65%

Shares92.4K

Event2026-03-31

Filed2026-05-06

ELV

ELEVANCE HEALTH INC FORMERLY

-2.35%

Shares30.6K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

-5.34%

Shares90.3K

Event2026-03-31

Filed2026-05-06

DFCF

DIMENSIONAL ETF TRUST

-1.75%

Shares204.1K

Event2026-03-31

Filed2026-05-06

SYY

SYSCO CORP

1.60%

Shares119.5K

Event2026-03-31

Filed2026-05-06

SLYV

SPDR SERIES TRUST

-5.80%

Shares88.0K

Event2026-03-31

Filed2026-05-06

ESGU

ISHARES TR

-1.18%

Shares56.5K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-3.14%

Shares13.8K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-2.41%

Shares50.5K

Event2026-03-31

Filed2026-05-06

FTNT

FORTINET INC

-2.23%

Shares95.9K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

-1.32%

Shares52.8K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

2.02%

Shares70.3K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR

0.55%

Shares24.6K

Event2026-03-31

Filed2026-05-06

COLGATE PALMOLIVE CO

-5.64%

Shares90.2K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

-1.88%

Shares53.4K

Event2026-03-31

Filed2026-05-06

SPYV

SPDR SERIES TRUST

5.37%

Shares128.7K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-4.08%

Shares16.6K

Event2026-03-31

Filed2026-05-06

ESGE

ISHARES INC

1.84%

Shares155.4K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

-3.81%

Shares281.5K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

-0.71%

Shares47.6K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

-0.85%

Shares71.1K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

6.01%

Shares6.8K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

2.74%

Shares32.2K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

-2.47%

Shares51.1K

Event2026-03-31

Filed2026-05-06

MCK

MCKESSON CORP

3.05%

Shares7.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-3.86%

Shares21.5K

Event2026-03-31

Filed2026-05-06

DFLV

DIMENSIONAL ETF TRUST

-0.02%

Shares176.9K

Event2026-03-31

Filed2026-05-06

SPMD

SPDR SERIES TRUST

-11.92%

Shares106.6K

Event2026-03-31

Filed2026-05-06

HYMB

SPDR SERIES TRUST

4.08%

Shares246.6K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

11.11%

Shares49.0K

Event2026-03-31

Filed2026-05-06

DON

WISDOMTREE TR

-5.63%

Shares110.4K

Event2026-03-31

Filed2026-05-06