Sponsored

The Analysis of Nikulski Financial, Inc.'s Holdings & P&L

Currently, Nikulski Financial, Inc. holds 175 types of securities in its portfolio with a total value $405.1M. In the most recent quarter, they have increased their positions in IPKW (+112.4K shares, valued at $6.3M), XOP (+30.6K shares, valued at $5.6M), FCX (+46.3K shares, valued at $2.7M); decreased their positions in VIG (-40.4K shares, valued at $8.7M), AAPL (-18.9K shares, valued at $4.8M), N/A (-14.4K shares, valued at $4.1M); initiated new positions in PLD (+13.5K shares, valued at $1.8M), SIVR (+23.1K shares, valued at $1.7M), NLR (+11.2K shares, valued at $1.5M).

1M P&L

-9.8M-2.33%

3M P&L

-9.6M-2.30%

HY P&L

-21.4M-4.96%

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/A173.8M

47.3%

2Software - Infrastructure25.0M

6.8%

3Consumer Electronics16.2M

4.4%

Top Industries by Stock Count

1N/A87 stocks

53.7%

2Credit Services5 stocks

3.1%

3Aerospace & Defense5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC64.0K shares-22.84%2026-03-312026-05-15

AMZN AMAZON COM INC65.2K shares-14.86%2026-03-312026-05-15

IPKW INVESCO EXCH TRADED FD TR II229.8K shares95.67%2026-03-312026-05-15

ALPHABET INC ALPHABET INC43.4K shares-24.95%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION10.7K shares-22.29%2026-03-312026-05-15

NVDA NVIDIA CORPORATION58.8K shares-11.23%2026-03-312026-05-15

MSFT MICROSOFT CORP27.4K shares-2.96%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO33.5K shares-0.66%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS41.5K shares-49.35%2026-03-312026-05-15

XOP SPDR SERIES TRUST46.3K shares194.10%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP39.3K shares-6.12%2026-03-312026-05-15

ABBV ABBVIE INC37.5K shares-2.70%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC47.5K shares-0.11%2026-03-312026-05-15

IJR ISHARES TR58.9K shares-5.40%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR12.1K shares-10.42%2026-03-312026-05-15

VO VANGUARD INDEX FDS22.7K shares-3.93%2026-03-312026-05-15

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T80.3K shares-20.35%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR47.7K shares-15.74%2026-03-312026-05-15

AAAU GOLDMAN SACHS PHYSICAL GOLD120.4K shares46.13%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR183.7K shares-0.28%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP19.0K shares-1.28%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR163.1K shares7.62%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC85.0K shares119.40%2026-03-312026-05-15

DE DEERE & CO8.9K shares-19.56%2026-03-312026-05-15

Sponsored

SMH VANECK ETF TRUST12.4K shares3.19%2026-03-312026-05-15

LLY ELI LILLY & CO5.0K shares3.67%2026-03-312026-05-15

V VISA INC15.0K shares-6.54%2026-03-312026-05-15

MCD MCDONALDS CORP14.3K shares-2.08%2026-03-312026-05-15

DON WISDOMTREE TR83.2K shares-4.79%2026-03-312026-05-15

WMT WALMART INC33.6K shares-7.43%2026-03-312026-05-15

BROADCOM INC BROADCOM INC13.4K shares-14.39%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T28.4K shares19.85%2026-03-312026-05-15

Sponsored

WM WASTE MGMT INC DEL17.5K shares0.69%2026-03-312026-05-15

SHLD GLOBAL X FDS54.9K shares34.25%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC56.0K shares153.48%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC9.8K shares41.49%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST89.0K shares-3.26%2026-03-312026-05-15

VXUS VANGUARD STAR FDS45.5K shares58.76%2026-03-312026-05-15

JIVE J P MORGAN EXCHANGE TRADED F40.9K shares185.11%2026-03-312026-05-15

HD HOME DEPOT INC10.2K shares-3.57%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP5.5K shares5.91%2026-03-312026-05-15

TSLA TESLA INC8.5K shares18.93%2026-03-312026-05-15

NFLX NETFLIX INC.32.5K shares10.89%2026-03-312026-05-15

IJJ ISHARES TR21.8K shares-5.65%2026-03-312026-05-15

ALL ALLSTATE CORP13.3K shares-4.32%2026-03-312026-05-15

XOM EXXON MOBIL CORP16.0K shares494.28%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC18.3K shares11.80%2026-03-312026-05-15

SYK STRYKER CORPORATION8.1K shares14.30%2026-03-312026-05-15

Sponsored

PFIG INVESCO EXCH TRADED FD TR II110.9K shares54.39%2026-03-312026-05-15

TJX TJX COS INC NEW16.7K shares1.71%2026-03-312026-05-15

VTV VANGUARD INDEX FDS13.5K shares-21.71%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC14.4K shares-2.83%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR73.8K shares6.58%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS26.8K shares-2.86%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T3.4K shares-29.67%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC2.5K shares-4.50%2026-03-312026-05-15

Sponsored

PJAN INNOVATOR ETFS TRUST45.4K shares8.29%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F41.3K shares-28.99%2026-03-312026-05-15

VTI VANGUARD INDEX FDS6.4K shares-18.71%2026-03-312026-05-15

DGRW WISDOMTREE TR23.5K shares-27.33%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS23.2K shares107.48%2026-03-312026-05-15

ENB ENBRIDGE INC36.9K shares143.20%2026-03-312026-05-15

SPHY SPDR SERIES TRUST85.5K shares0.98%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW5.9K shares-3.77%2026-03-312026-05-15

Sponsored

BKLN INVESCO EXCH TRADED FD TR II93.0K shares7.19%2026-03-312026-05-15

AVAV AEROVIRONMENT INC10.3K shares13.13%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR62.6K shares-12.86%2026-03-312026-05-15

SE SEA LTD21.7K shares46.68%2026-03-312026-05-15

PLD PROLOGIS INC.13.5K sharesnew addition2026-03-312026-05-15

CCJ CAMECO CORP16.1K shares58.25%2026-03-312026-05-15

IWF ISHARES TR4.0K shares-25.08%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS23.2K shares-16.36%2026-03-312026-05-15

Sponsored

SIVR ABRDN SILVER ETF TRUST23.1K sharesnew addition2026-03-312026-05-15

IYZ ISHARES TR41.9K shares0.02%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS17.1K shares154.24%2026-03-312026-05-15

VOE VANGUARD INDEX FDS8.3K shares15.32%2026-03-312026-05-15

NLR VANECK ETF TRUST11.2K sharesnew addition2026-03-312026-05-15

SOXX ISHARES TR4.5K shares-1.31%2026-03-312026-05-15

IDU ISHARES TR11.9K shares0.03%2026-03-312026-05-15

ABT ABBOTT LABORATORIES13.3K shares-2.85%2026-03-312026-05-15

Sponsored

IJH ISHARES TR19.3K shares-3.06%2026-03-312026-05-15

IYF ISHARES TR11.0K shares0.03%2026-03-312026-05-15

IGM ISHARES TR10.4K shares0.00%2026-03-312026-05-15

IYW ISHARES TR6.7K shares0.01%2026-03-312026-05-15

CAT CATERPILLAR INC1.6K shares0.00%2026-03-312026-05-15

GII SPDR INDEX SHS FDS14.2K shares234.71%2026-03-312026-05-15

IYJ ISHARES TR7.2K shares39.96%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS16.4K shares-15.69%2026-03-312026-05-15

Sponsored

SPSM SPDR SERIES TRUST20.8K shares-13.35%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares-80.06%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.6K shares-17.06%2026-03-312026-05-15

IGV ISHARES TR12.4K shares0.00%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR11.5K shares-14.33%2026-03-312026-05-15

AMGN AMGEN INC2.6K shares-8.29%2026-03-312026-05-15

SO SOUTHERN CO9.2K shares-0.93%2026-03-312026-05-15

BE BLOOM ENERGY CORP6.5K shares75.72%2026-03-312026-05-15

Sponsored

ROCKET LAB CORP ROCKET LAB CORP12.8K shares55.11%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR21.7K shares198.18%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST17.2K shares-0.29%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR17.6K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.6K shares3.77%2026-03-312026-05-15

META META PLATFORMS INC1.3K shares-7.95%2026-03-312026-05-15

DAX GLOBAL X FDS17.6K shares153.81%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR6.7K shares11.94%2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC1.5K shares-5.55%2026-03-312026-05-15

SPTM SPDR SERIES TRUST8.9K shares-13.27%2026-03-312026-05-15

PATH UIPATH INC62.9K shares141.92%2026-03-312026-05-15

KTOS KRATOS DEFENSE & SEC SOLUTIO9.7K shares89.83%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST15.7K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS3.1K shares-72.90%2026-03-312026-05-15

SNOW SNOWFLAKE INC4.4K shares177.19%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F12.1K sharesnew addition2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC13.0K shares3.95%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares-5.64%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS12.9K shares19.36%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T23.1K shares172.42%2026-03-312026-05-15

IJS ISHARES TR5.2K shares-1.06%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC3.7K shares30.92%2026-03-312026-05-15

JOBY JOBY AVIATION INC73.5K shares174.92%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.4K shares7.60%2026-03-312026-05-15

Sponsored

SOFI SOFI TECHNOLOGIES INC36.1K shares163.58%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP7.8K shares0.00%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP22.8K sharesnew addition2026-03-312026-05-15

OKLO OKLO INC11.2K shares169.21%2026-03-312026-05-15

ACHR ARCHER AVIATION INC106.3K shares117.93%2026-03-312026-05-15

PJUN INNOVATOR ETFS TRUST13.1K shares0.00%2026-03-312026-05-15

SPYM SPDR SERIES TRUST7.1K shares-10.44%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares-43.30%2026-03-312026-05-15

Sponsored

KLAC KLA CORP352 shares-34.08%2026-03-312026-05-15

HYD VANECK ETF TRUST10.0K shares-42.31%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II2.1K shares100.19%2026-03-312026-05-15

MINO PIMCO ETF TR10.6K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR9.5K shares5.20%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F3.2K shares-27.55%2026-03-312026-05-15

DVY ISHARES TR2.8K shares26.56%2026-03-312026-05-15

GLW CORNING INC3.1K shares-36.31%2026-03-312026-05-15

Sponsored

PAUG INNOVATOR ETFS TRUST9.5K shares-1.35%2026-03-312026-05-15

PDEC INNOVATOR ETFS TRUST9.2K shares-0.89%2026-03-312026-05-15

NOBL PROSHARES TR3.5K shares-69.33%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.4K shares-25.19%2026-03-312026-05-15

QUAL ISHARES TR1.9K shares-1.84%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.4K shares-22.28%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.0K shares-28.93%2026-03-312026-05-15

PEP PEPSICO INC2.2K shares-11.03%2026-03-312026-05-15

Sponsored

IUSG ISHARES TR2.1K shares-18.82%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC341 shares5.90%2026-03-312026-05-15

LOW LOWES COS INC1.4K shares-24.78%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares-18.71%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.1K sharesnew addition2026-03-312026-05-15

LAPR INNOVATOR ETFS TRUST12.6K shares-10.87%2026-03-312026-05-15

IBB ISHARES TR1.8K shares-47.81%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR6.8K sharesnew addition2026-03-312026-05-15

Sponsored

T AT&T INC10.5K shares-75.04%2026-03-312026-05-15

NEAR ISHARES U S ETF TR5.9K shares-3.83%2026-03-312026-05-15

QCOM QUALCOMM INC2.2K shares24.91%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.5K shares15.53%2026-03-312026-05-15

CORP PIMCO ETF TR2.9K sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO1.9K shares-32.30%2026-03-312026-05-15

XSHQ INVESCO EXCH TRADED FD TR II6.3K shares-10.68%2026-03-312026-05-15

VUG VANGUARD INDEX FDS598 shares0.00%2026-03-312026-05-15

Sponsored

PAYX PAYCHEX INC2.8K shares44.21%2026-03-312026-05-15

CSCO CISCO SYS INC3.2K shares3.16%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST7.3K shares-4.61%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC1.0K shares4.00%2026-03-312026-05-15

XMHQ INVESCO EXCHANGE TRADED FD T2.3K shares-11.91%2026-03-312026-05-15

PNOV INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED445 shares-84.49%2026-03-312026-05-15

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-15

Sponsored

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST5.3K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC790 shares-3.66%2026-03-312026-05-15

CVX CHEVRON CORPORATION979 sharesnew addition2026-03-312026-05-15

RY ROYAL BK CDA1.2K shares-4.95%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP2.5K sharesnew addition2026-03-312026-05-15

F FORD MTR CO12.1K sharesnew addition2026-03-312026-05-15

AAPL

APPLE INC

-22.84%

Shares64.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-14.86%

Shares65.2K

Event2026-03-31

Filed2026-05-15

IPKW

INVESCO EXCH TRADED FD TR II

95.67%

Shares229.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-24.95%

Shares43.4K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-22.29%

Shares10.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-11.23%

Shares58.8K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.96%

Shares27.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.66%

Shares33.5K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-49.35%

Shares41.5K

Event2026-03-31

Filed2026-05-15

XOP

SPDR SERIES TRUST

194.10%

Shares46.3K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-6.12%

Shares39.3K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-2.70%

Shares37.5K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-0.11%

Shares47.5K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-5.40%

Shares58.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-10.42%

Shares12.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-3.93%

Shares22.7K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-20.35%

Shares80.3K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

-15.74%

Shares47.7K

Event2026-03-31

Filed2026-05-15

AAAU

GOLDMAN SACHS PHYSICAL GOLD

46.13%

Shares120.4K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-0.28%

Shares183.7K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-1.28%

Shares19.0K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

7.62%

Shares163.1K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

119.40%

Shares85.0K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-19.56%

Shares8.9K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

3.19%

Shares12.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

3.67%

Shares5.0K

Event2026-03-31

Filed2026-05-15

VISA INC

-6.54%

Shares15.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-2.08%

Shares14.3K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-4.79%

Shares83.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-7.43%

Shares33.6K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-14.39%

Shares13.4K

Event2026-03-31

Filed2026-05-15

XMMO

INVESCO EXCHANGE TRADED FD T

19.85%

Shares28.4K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

0.69%

Shares17.5K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

34.25%

Shares54.9K

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

153.48%

Shares56.0K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

41.49%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PAPR

INNOVATOR ETFS TRUST

-3.26%

Shares89.0K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

58.76%

Shares45.5K

Event2026-03-31

Filed2026-05-15

JIVE

J P MORGAN EXCHANGE TRADED F

185.11%

Shares40.9K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-3.57%

Shares10.2K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

5.91%

Shares5.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

18.93%

Shares8.5K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

10.89%

Shares32.5K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

-5.65%

Shares21.8K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

-4.32%

Shares13.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

494.28%

Shares16.0K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

11.80%

Shares18.3K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

14.30%

Shares8.1K

Event2026-03-31

Filed2026-05-15

PFIG

INVESCO EXCH TRADED FD TR II

54.39%

Shares110.9K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

1.71%

Shares16.7K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-21.71%

Shares13.5K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

-2.83%

Shares14.4K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

6.58%

Shares73.8K

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD WHITEHALL FDS

-2.86%

Shares26.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-29.67%

Shares3.4K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-4.50%

Shares2.5K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

8.29%

Shares45.4K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-28.99%

Shares41.3K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-18.71%

Shares6.4K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-27.33%

Shares23.5K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

107.48%

Shares23.2K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

143.20%

Shares36.9K

Event2026-03-31

Filed2026-05-15

SPHY

SPDR SERIES TRUST

0.98%

Shares85.5K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-3.77%

Shares5.9K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

7.19%

Shares93.0K

Event2026-03-31

Filed2026-05-15

AVAV

AEROVIRONMENT INC

13.13%

Shares10.3K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

-12.86%

Shares62.6K

Event2026-03-31

Filed2026-05-15

SEA LTD

46.68%

Shares21.7K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

New

Shares13.5K

Event2026-03-31

Filed2026-05-15

CCJ

CAMECO CORP

58.25%

Shares16.1K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-25.08%

Shares4.0K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-16.36%

Shares23.2K

Event2026-03-31

Filed2026-05-15

SIVR

ABRDN SILVER ETF TRUST

New

Shares23.1K

Event2026-03-31

Filed2026-05-15

IYZ

ISHARES TR

0.02%

Shares41.9K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

154.24%

Shares17.1K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

15.32%

Shares8.3K

Event2026-03-31

Filed2026-05-15

NLR

VANECK ETF TRUST

New

Shares11.2K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-1.31%

Shares4.5K

Event2026-03-31

Filed2026-05-15

IDU

ISHARES TR

0.03%

Shares11.9K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-2.85%

Shares13.3K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-3.06%

Shares19.3K

Event2026-03-31

Filed2026-05-15

IYF

ISHARES TR

0.03%

Shares11.0K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

0.01%

Shares6.7K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

GII

SPDR INDEX SHS FDS

234.71%

Shares14.2K

Event2026-03-31

Filed2026-05-15

IYJ

ISHARES TR

39.96%

Shares7.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-15.69%

Shares16.4K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-13.35%

Shares20.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-80.06%

Shares2.1K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

-17.06%

Shares13.6K

Event2026-03-31

Filed2026-05-15

IGV

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-14.33%

Shares11.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-8.29%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-0.93%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

75.72%

Shares6.5K

Event2026-03-31

Filed2026-05-15

ROCKET LAB CORP

55.11%

Shares12.8K

Event2026-03-31

Filed2026-05-15

BITB

BITWISE BITCOIN ETF TR

198.18%

Shares21.7K

Event2026-03-31

Filed2026-05-15

PJUL

INNOVATOR ETFS TRUST

-0.29%

Shares17.2K

Event2026-03-31

Filed2026-05-15

ETFS GOLD TR

New

Shares17.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.77%

Shares2.6K

Event2026-03-31

Filed2026-05-15