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The Analysis of NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's Holdings & P&L

Currently, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 4113 types of securities in its portfolio with a total value $162.4B. In the most recent quarter, they have increased their positions in BND (+134.7M shares, valued at $9.9B), IJH (+128.3M shares, valued at $8.7B), SCHF (+302.3M shares, valued at $7.5B); decreased their positions in BRK.A (-1.6M shares, valued at $1138.7B), COPX (-216.6M shares, valued at $16.5B), IJT (-32.7M shares, valued at $4.7B); initiated new positions in HFSI (+2.1M shares, valued at $73.7M), N/A (+3.4M shares, valued at $56.7M), N/A (+2.2M shares, valued at $50.4M).

1M P&L

+4.2B+2.57%

3M P&L

-8.0B-4.60%

HY P&L

+2.1B+1.30%

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/A138.3B

92.0%

2Semiconductors1.5B

1.0%

3Software - Infrastructure1.2B

0.8%

Top Industries by Stock Count

1N/A1611 stocks

42.5%

2Banks - Regional145 stocks

3.8%

3Biotechnology119 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR34.6M shares42.83%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS134.8M shares94161.50%2026-03-312026-05-07

IJH ISHARES TR128.8M shares27004.15%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR302.3M shares3945686.89%2026-03-312026-05-07

IJR ISHARES TR43.4M shares28736.29%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.1M shares4649.79%2026-03-312026-05-07

FBND FIDELITY MERRIMACK STR TR95.9M shares75500.49%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F80.2M shares966150.23%2026-03-312026-05-07

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VEA VANGUARD TAX-MANAGED FDS64.1M shares157083.34%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T6.1M shares28798.88%2026-03-312026-05-07

TLT ISHARES TR44.4M shares5589.85%2026-03-312026-05-07

IEFA ISHARES TR36.3M shares25457.70%2026-03-312026-05-07

VLUE ISHARES TR23.0M shares36016.94%2026-03-312026-05-07

IQLT ISHARES TR56.7M shares226.14%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS38.6M shares69378.26%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR3.2M shares-10.30%2026-03-312026-05-07

Sponsored

VO VANGUARD INDEX FDS6.3M shares19917.23%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9M shares56386.21%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST31.2M shares38203.87%2026-03-312026-05-07

IUSB ISHARES TR30.3M shares263938.70%2026-03-312026-05-07

IEMG ISHARES INC19.4M shares4744.35%2026-03-312026-05-07

AGG ISHARES TR13.0M shares941964.53%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS12.8M shares106757.85%2026-03-312026-05-07

NVDA NVIDIA CORPORATION5.8M shares24397.20%2026-03-312026-05-07

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MUB ISHARES TR8.9M shares150.42%2026-03-312026-05-07

AAPL APPLE INC3.7M shares11231.05%2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS12.1M shares71514.96%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR34.8M shares287653.72%2026-03-312026-05-07

VTV VANGUARD INDEX FDS4.5M shares21928.31%2026-03-312026-05-07

GSLC GOLDMAN SACHS ETF TR7.1M shares17294.44%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II3.7M shares4176.45%2026-03-312026-05-07

VV VANGUARD INDEX FDS2.8M shares1203.05%2026-03-312026-05-07

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE19.8M shares4513.84%2026-03-312026-05-07

MSFT MICROSOFT CORP2.2M shares2766.94%2026-03-312026-05-07

INTF ISHARES TR20.2M shares7610.60%2026-03-312026-05-07

VUG VANGUARD INDEX FDS1.8M shares56912.81%2026-03-312026-05-07

DYNF BLACKROCK ETF TRUST13.2M shares472.71%2026-03-312026-05-07

AMZN AMAZON COM INC3.6M shares719.35%2026-03-312026-05-07

VB VANGUARD INDEX FDS2.8M shares740.90%2026-03-312026-05-07

IVLU ISHARES TR18.2M shares8307.35%2026-03-312026-05-07

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ALPHABET INC ALPHABET INC2.3M shares246.56%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR6.4M shares239.27%2026-03-312026-05-07

MDY STATE STR SPDR S&P MIDCAP 40864.8K shares2256.32%2026-03-312026-05-07

CGGR CAPITAL GROUP GROWTH ETF12.9M shares19370.35%2026-03-312026-05-07

IWB ISHARES TR1.4M shares86.07%2026-03-312026-05-07

COWZ PACER FDS TR7.6M shares12738.40%2026-03-312026-05-07

IEF ISHARES TR4.9M shares9633.25%2026-03-312026-05-07

VGT VANGUARD WORLD FD624.5K shares1143.97%2026-03-312026-05-07

Sponsored

FENI FIDELITY COVINGTON TRUST11.6M shares2710.77%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR13.7M shares183053.94%2026-03-312026-05-07

SPYM SPDR SERIES TRUST5.4M shares17952.39%2026-03-312026-05-07

EMXC ISHARES INC5.1M shares157.91%2026-03-312026-05-07

AVEM AMERICAN CENTY ETF TR5.0M shares4777.84%2026-03-312026-05-07

FMDE FIDELITY COVINGTON TRUST11.0M shares-41.39%2026-03-312026-05-07

META META PLATFORMS INC692.6K shares58.59%2026-03-312026-05-07

DBEF DBX ETF TR7.6M shares560.66%2026-03-312026-05-07

Sponsored

QUAL ISHARES TR1.9M shares3556.69%2026-03-312026-05-07

CGGO CAPITAL GROUP GBL GROWTH EQT10.9M shares6266.83%2026-03-312026-05-07

SCHM SCHWAB STRATEGIC TR11.6M shares464694.05%2026-03-312026-05-07

BROADCOM INC BROADCOM INC1.1M shares-66.53%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.6M shares3410.66%2026-03-312026-05-07

IOO ISHARES TR2.8M shares1544.63%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO1.1M shares1214.53%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.1M shares103.42%2026-03-312026-05-07

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.3M shares2228.53%2026-03-312026-05-07

AVDE AMERICAN CENTY ETF TR3.5M shares330.31%2026-03-312026-05-07

FNDF SCHWAB STRATEGIC TR6.1M shares8762.86%2026-03-312026-05-07

VFLO VICTORY PORTFOLIOS II7.6M shares466222.84%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR10.1M shares155285.94%2026-03-312026-05-07

IWF ISHARES TR666.3K shares744.79%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR2.4M shares201.84%2026-03-312026-05-07

VTI VANGUARD INDEX FDS817.4K shares13967.17%2026-03-312026-05-07

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EZU ISHARES INC4.1M shares633.46%2026-03-312026-05-07

PVAL PUTNAM ETF TRUST5.5M shares1291898.59%2026-03-312026-05-07

TFI SPDR SERIES TRUST5.6M shares14241.42%2026-03-312026-05-07

EFA ISHARES TR2.5M shares-78.28%2026-03-312026-05-07

JMUB J P MORGAN EXCHANGE TRADED F4.8M shares8999.75%2026-03-312026-05-07

CGMU CAPITAL GRP FIXED INCM ETF T8.8M shares34328.80%2026-03-312026-05-07

CGXU CAPITAL GROUP INTL FOCUS EQT7.7M shares23803.89%2026-03-312026-05-07

VOT VANGUARD INDEX FDS871.8K shares2072.07%2026-03-312026-05-07

Sponsored

LLY ELI LILLY & CO242.7K shares13166.98%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD3.1M shares329.70%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL441.8K shares111.27%2026-03-312026-05-07

GLD SPDR GOLD TR488.2K shares147.50%2026-03-312026-05-07

SMH VANECK ETF TRUST535.3K shares58722.09%2026-03-312026-05-07

JMST J P MORGAN EXCHANGE TRADED F3.9M shares3746.42%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC573.1K shares2103.08%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS2.4M shares126869.49%2026-03-312026-05-07

Sponsored

AVLV AMERICAN CENTY ETF TR2.4M shares3772.19%2026-03-312026-05-07

VOE VANGUARD INDEX FDS1.0M shares4809.07%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION192.1K shares-64.16%2026-03-312026-05-07

IVW ISHARES TR1.7M shares401.14%2026-03-312026-05-07

ITM VANECK ETF TRUST3.9M shares69689.55%2026-03-312026-05-07

IWP ISHARES TR1.4M shares403.10%2026-03-312026-05-07

LVHI LEGG MASON ETF INVT4.4M shares17750.78%2026-03-312026-05-07

V VISA INC579.3K shares3263.70%2026-03-312026-05-07

Sponsored

DGRO ISHARES TR2.5M shares846.51%2026-03-312026-05-07

SPMO INVESCO EXCH TRADED FD TR II1.5M shares467.11%2026-03-312026-05-07

CGUS CAPITAL GROUP CORE EQUITY ET4.5M shares5374.77%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F3.4M shares585.59%2026-03-312026-05-07

IDMO INVESCO EXCH TRADED FD TR II3.1M shares461.16%2026-03-312026-05-07

XMMO INVESCO EXCHANGE TRADED FD T1.2M shares234.42%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR5.8M shares93724.98%2026-03-312026-05-07

SUB ISHARES TR1.5M shares3056.34%2026-03-312026-05-07

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SCHH SCHWAB STRATEGIC TR7.6M shares22546.06%2026-03-312026-05-07

REET ISHARES TR6.5M shares246865.32%2026-03-312026-05-07

SPEM SPDR INDEX SHS FDS3.5M shares106.19%2026-03-312026-05-07

IWM ISHARES TR640.1K shares1222.21%2026-03-312026-05-07

SPHQ INVESCO EXCHANGE TRADED FD T2.1M shares2176.28%2026-03-312026-05-07

AMAT APPLIED MATLS INC454.7K shares-81.97%2026-03-312026-05-07

ESGU ISHARES TR1.1M shares9035.73%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F2.6M shares1073.22%2026-03-312026-05-07

Sponsored

HEFA ISHARES TR3.5M shares809.14%2026-03-312026-05-07

SHM SPDR SERIES TRUST3.1M shares5429.06%2026-03-312026-05-07

JCPB J P MORGAN EXCHANGE TRADED F3.1M shares253420.13%2026-03-312026-05-07

CGCP CAPITAL GRP FIXED INCM ETF T6.4M shares707.44%2026-03-312026-05-07

FESM FIDELITY COVINGTON TRUST3.7M shares969.58%2026-03-312026-05-07

VPU VANGUARD WORLD FD713.1K shares281.62%2026-03-312026-05-07

CGCB CAPITAL GRP FIXED INCM ETF T5.4M shares1116.27%2026-03-312026-05-07

USMV ISHARES TR1.5M shares5304.98%2026-03-312026-05-07

Sponsored

SPYG SPDR SERIES TRUST1.4M shares22496.52%2026-03-312026-05-07

ICF ISHARES TR2.2M shares8922.42%2026-03-312026-05-07

CVX CHEVRON CORPORATION644.5K shares-89.62%2026-03-312026-05-07

EFV ISHARES TR1.8M shares1279.12%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP610.9K shares1342.07%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC639.5K shares-41.42%2026-03-312026-05-07

MA MASTERCARD INCORPORATED257.3K shares401.58%2026-03-312026-05-07

IJT ISHARES TR880.1K shares-97.38%2026-03-312026-05-07

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BSV VANGUARD BD INDEX FDS1.6M shares2423.92%2026-03-312026-05-07

JHMM JOHN HANCOCK EXCHANGE TRADED1.9M shares7448.64%2026-03-312026-05-07

CAT CATERPILLAR INC176.9K shares-88.24%2026-03-312026-05-07

XMHQ INVESCO EXCHANGE TRADED FD T1.2M shares131.28%2026-03-312026-05-07

TSLA TESLA INC330.6K shares195.60%2026-03-312026-05-07

SHY ISHARES TR1.5M shares-72.01%2026-03-312026-05-07

SPYV SPDR SERIES TRUST2.2M shares48.04%2026-03-312026-05-07

SPDW SPDR INDEX SHS FDS2.7M shares25442.33%2026-03-312026-05-07

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XOM EXXON MOBIL CORP708.6K shares87.08%2026-03-312026-05-07

ESGD ISHARES TR1.2M shares470.93%2026-03-312026-05-07

SGOV ISHARES TR1.2M shares4082.62%2026-03-312026-05-07

IWR ISHARES TR1.2M shares90.18%2026-03-312026-05-07

ITA ISHARES TR532.0K shares4.63%2026-03-312026-05-07

SPMD SPDR SERIES TRUST1.9M shares164467.57%2026-03-312026-05-07

IJK ISHARES TR1.1M shares88559.82%2026-03-312026-05-07

WMT WALMART INC895.4K shares24987.20%2026-03-312026-05-07

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SCHE SCHWAB STRATEGIC TR3.4M shares52900.30%2026-03-312026-05-07

GCOW PACER FDS TR2.4M shares1657.80%2026-03-312026-05-07

THRO BLACKROCK ETF TRUST3.0M shares5011.61%2026-03-312026-05-07

EAGG ISHARES TR2.3M shares22463.88%2026-03-312026-05-07

EFAV ISHARES TR1.2M shares289.54%2026-03-312026-05-07

BIL SPDR SERIES TRUST1.2M shares7048.80%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND234.2K shares715.97%2026-03-312026-05-07

USRT ISHARES TR1.8M shares1821.14%2026-03-312026-05-07

Sponsored

HYD VANECK ETF TRUST2.1M shares3903.38%2026-03-312026-05-07

PG PROCTER & GAMBLE CO743.9K shares7884.74%2026-03-312026-05-07

RTX RTX CORPORATION552.9K shares13578.13%2026-03-312026-05-07

FRDM EA SERIES TRUST1.9M shares14083.89%2026-03-312026-05-07

HD HOME DEPOT INC318.1K shares-74.52%2026-03-312026-05-07

CWB SPDR SERIES TRUST1.1M shares1982.54%2026-03-312026-05-07

KLAC KLA CORP68.8K shares-32.04%2026-03-312026-05-07

CGNG CAPITAL GROUP NEW GEOGRAPHY3.2M shares2024.94%2026-03-312026-05-07

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FDL FIRST TR EXCHANGE-TRADED FD1.9M shares3795.79%2026-03-312026-05-07

SDVY FIRST TR EXCHANGE TRADED FD2.5M shares426.46%2026-03-312026-05-07

IWD ISHARES TR460.8K shares1088.76%2026-03-312026-05-07

IDEV ISHARES TR1.2M shares27167.09%2026-03-312026-05-07

VBK VANGUARD INDEX FDS317.1K shares1726.98%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON384.1K shares6739.64%2026-03-312026-05-07

BAI BLACKROCK ETF TRUST2.8M shares304.45%2026-03-312026-05-07

MTUM ISHARES TR384.0K shares442.12%2026-03-312026-05-07

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9M shares-94.21%2026-03-312026-05-07

EFG ISHARES TR821.3K shares373.57%2026-03-312026-05-07

DFAE DIMENSIONAL ETF TRUST2.7M shares295.55%2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F619.6K shares143.74%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC551.5K shares3187.74%2026-03-312026-05-07

PAVE GLOBAL X FDS1.7M shares33.66%2026-03-312026-05-07

QGRO AMERICAN CENTY ETF TR834.5K shares672.13%2026-03-312026-05-07

BCI ABRDN ETFS3.6M shares164.62%2026-03-312026-05-07

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OEF ISHARES TR272.5K shares-78.74%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC748.1K shares8.45%2026-03-312026-05-07

IJJ ISHARES TR639.3K shares-82.98%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F1.1M shares12786.89%2026-03-312026-05-07

AVUS AMERICAN CENTY ETF TR753.2K shares-56.98%2026-03-312026-05-07

IYF ISHARES TR710.6K shares-81.84%2026-03-312026-05-07

VBR VANGUARD INDEX FDS379.8K shares252.28%2026-03-312026-05-07

HTRB HARTFORD FDS EXCHANGE TRADED2.4M shares606.57%2026-03-312026-05-07

Sponsored

ORCL ORACLE CORP547.7K shares688.90%2026-03-312026-05-07

TCHP T ROWE PRICE ETF INC1.8M shares7003826.92%2026-03-312026-05-07

AIQ GLOBAL X FDS1.7M shares5715.18%2026-03-312026-05-07

IEI ISHARES TR675.3K shares1766.58%2026-03-312026-05-07

CRM SALESFORCE INC424.9K shares1731.30%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC477.5K shares1277.58%2026-03-312026-05-07

SPSM SPDR SERIES TRUST1.6M shares15075.71%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC92.9K shares-83.30%2026-03-312026-05-07

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BDYN BLACKROCK ETF TRUST3.2M shares5366.71%2026-03-312026-05-07

AVSC AMERICAN CENTY ETF TR1.2M shares107.79%2026-03-312026-05-07

JQUA J P MORGAN EXCHANGE TRADED F1.3M shares62239.85%2026-03-312026-05-07

BINC BLACKROCK ETF TRUST II1.5M shares-36.64%2026-03-312026-05-07

VXUS VANGUARD STAR FDS1.0M shares2183.46%2026-03-312026-05-07

FIDU FIDELITY COVINGTON TRUST889.7K shares2752.55%2026-03-312026-05-07

DE DEERE & CO136.5K shares-93.19%2026-03-312026-05-07

AVDV AMERICAN CENTY ETF TR762.8K shares2609.61%2026-03-312026-05-07

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SPTL SPDR SERIES TRUST2.9M shares1644.11%2026-03-312026-05-07

HGER HARBOR ETF TRUST2.4M shares19389.97%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC210.5K shares267.46%2026-03-312026-05-07

COF CAPITAL ONE FINL CORP412.6K shares319.22%2026-03-312026-05-07

LQD ISHARES TR688.0K shares-50.27%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC754.8K shares8720.86%2026-03-312026-05-07

TDVG T ROWE PRICE ETF INC1.7M shares3663.09%2026-03-312026-05-07

HFSI HARTFORD FDS EXCHANGE TRADED2.1M sharesnew addition2026-03-312026-05-07

Sponsored

DFAI DIMENSIONAL ETF TRUST1.9M shares1081.32%2026-03-312026-05-07

DBMF LITMAN GREGORY FDS TR2.4M shares3144.79%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP81.2K shares1968.67%2026-03-312026-05-07

IYW ISHARES TR398.3K shares113.36%2026-03-312026-05-07

FTEC FIDELITY COVINGTON TRUST342.6K shares-51.08%2026-03-312026-05-07

COP CONOCOPHILLIPS538.3K shares-71.01%2026-03-312026-05-07

FCOM FIDELITY COVINGTON TRUST1.0M shares5722.77%2026-03-312026-05-07

IVOO VANGUARD ADMIRAL FDS INC620.4K shares3094.10%2026-03-312026-05-07

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UNH UNITEDHEALTH GROUP INC261.9K shares57.03%2026-03-312026-05-07

TJX TJX COS INC NEW440.5K shares160.33%2026-03-312026-05-07

PYLD PIMCO ETF TR2.7M shares27602.51%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO230.3K shares734.92%2026-03-312026-05-07

HMOP HARTFORD FDS EXCHANGE TRADED1.8M shares8897.16%2026-03-312026-05-07

VHT VANGUARD WORLD FD253.7K shares12961.84%2026-03-312026-05-07

SOXX ISHARES TR206.1K shares861.95%2026-03-312026-05-07

UNP UNION PAC CORP275.1K shares-5.55%2026-03-312026-05-07

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XSHQ INVESCO EXCH TRADED FD TR II424.9K shares1242.03%2026-03-312026-05-07

MELI MERCADOLIBRE INC10.3K shares-64.06%2026-03-312026-05-07

COIN COINBASE GLOBAL INC102.0K shares-69.31%2026-03-312026-05-07

Sponsored

SHV ISHARES TR160.5K shares14587.56%2026-03-312026-05-07

LRGF ISHARES TR266.5K shares1924.40%2026-03-312026-05-07

DTCR GLOBAL X FDS731.6K shares7113.99%2026-03-312026-05-07

FTCS FIRST TR EXCHANGE-TRADED FD188.5K shares-59.23%2026-03-312026-05-07

XAR SPDR SERIES TRUST68.2K shares308.52%2026-03-312026-05-07

JMEE J P MORGAN EXCHANGE TRADED F257.6K shares3318.93%2026-03-312026-05-07

DIVO AMPLIFY ETF TR382.8K shares-63.17%2026-03-312026-05-07

JIVE J P MORGAN EXCHANGE TRADED F200.2K sharesnew addition2026-03-312026-05-07

Sponsored

AVMV AMERICAN CENTY ETF TR230.8K shares944.69%2026-03-312026-05-07

ISCF ISHARES TR407.6K shares15.01%2026-03-312026-05-07

WELL WELLTOWER INC86.1K shares12300.29%2026-03-312026-05-07

IWV ISHARES TR45.6K shares127.80%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP60.3K shares1402.54%2026-03-312026-05-07

QDPL PACER FDS TR417.3K shares3916.02%2026-03-312026-05-07

COPX GLOBAL X FDS219.2K shares-99.90%2026-03-312026-05-07

SPLB SPDR SERIES TRUST751.2K shares30738.46%2026-03-312026-05-07

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND82.6K shares182.61%2026-03-312026-05-07

XBI SPDR SERIES TRUST127.9K shares14065.01%2026-03-312026-05-07

PFE PFIZER INC579.2K shares3014.61%2026-03-312026-05-07

EMB ISHARES TR172.2K shares-91.66%2026-03-312026-05-07

TXN TEXAS INSTRS INC83.1K shares149.36%2026-03-312026-05-07

PWRD TCW ETF TRUST163.0K shares40254.46%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP45.8K shares-46.18%2026-03-312026-05-07

RWK INVESCO EXCH TRADED FD TR II122.4K shares-81.42%2026-03-312026-05-07

Sponsored

ADBE ADOBE INC64.0K shares387.50%2026-03-312026-05-07

CDL VICTORY PORTFOLIOS II207.2K shares6380.52%2026-03-312026-05-07

IBTG ISHARES TR671.4K shares33519.83%2026-03-312026-05-07

ACWI ISHARES TR111.1K shares-39.90%2026-03-312026-05-07

FLXR TCW ETF TRUST388.7K shares2384.04%2026-03-312026-05-07

VYMI VANGUARD WHITEHALL FDS161.6K shares709.85%2026-03-312026-05-07

LOW LOWES COS INC64.3K shares340.27%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC132.2K shares-67.12%2026-03-312026-05-07

Sponsored

CSX CSX CORP370.3K shares11.67%2026-03-312026-05-07

FDX FEDEX CORP41.9K shares-92.04%2026-03-312026-05-07

FNDA SCHWAB STRATEGIC TR459.7K shares2685.32%2026-03-312026-05-07

PWR QUANTA SVCS INC27.1K shares161.22%2026-03-312026-05-07

IVV

ISHARES TR

42.83%

Shares34.6M

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

94161.50%

Shares134.8M

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

27004.15%

Shares128.8M

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

3945686.89%

Shares302.3M

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

28736.29%

Shares43.4M

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

4649.79%

Shares27.1M

Event2026-03-31

Filed2026-05-07

FBND

FIDELITY MERRIMACK STR TR

75500.49%

Shares95.9M

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

966150.23%

Shares80.2M

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

157083.34%

Shares64.1M

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

28798.88%

Shares6.1M

Event2026-03-31

Filed2026-05-07

TLT

ISHARES TR

5589.85%

Shares44.4M

Event2026-03-31

Filed2026-05-07

IEFA

ISHARES TR

25457.70%

Shares36.3M

Event2026-03-31

Filed2026-05-07

VLUE

ISHARES TR

36016.94%

Shares23.0M

Event2026-03-31

Filed2026-05-07

IQLT

ISHARES TR

226.14%

Shares56.7M

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

69378.26%

Shares38.6M

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-10.30%

Shares3.2M

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

19917.23%

Shares6.3M

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

56386.21%

Shares2.9M

Event2026-03-31

Filed2026-05-07

DFIV

DIMENSIONAL ETF TRUST

38203.87%

Shares31.2M

Event2026-03-31

Filed2026-05-07

IUSB

ISHARES TR

263938.70%

Shares30.3M

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES INC

4744.35%

Shares19.4M

Event2026-03-31

Filed2026-05-07

AGG

ISHARES TR

941964.53%

Shares13.0M

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

106757.85%

Shares12.8M

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

24397.20%

Shares5.8M

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

150.42%

Shares8.9M

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

11231.05%

Shares3.7M

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD BD INDEX FDS

71514.96%

Shares12.1M

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

287653.72%

Shares34.8M

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD INDEX FDS

21928.31%

Shares4.5M

Event2026-03-31

Filed2026-05-07

GSLC

GOLDMAN SACHS ETF TR

17294.44%

Shares7.1M

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

4176.45%

Shares3.7M

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

1203.05%

Shares2.8M

Event2026-03-31

Filed2026-05-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

4513.84%

Shares19.8M

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

2766.94%

Shares2.2M

Event2026-03-31

Filed2026-05-07

INTF

ISHARES TR

7610.60%

Shares20.2M

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

56912.81%

Shares1.8M

Event2026-03-31

Filed2026-05-07

DYNF

BLACKROCK ETF TRUST

472.71%

Shares13.2M

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

719.35%

Shares3.6M

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

740.90%

Shares2.8M

Event2026-03-31

Filed2026-05-07

IVLU

ISHARES TR

8307.35%

Shares18.2M

Event2026-03-31

Filed2026-05-07

ALPHABET INC

246.56%

Shares2.3M

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

239.27%

Shares6.4M

Event2026-03-31

Filed2026-05-07

MDY

STATE STR SPDR S&P MIDCAP 40

2256.32%

Shares864.8K

Event2026-03-31

Filed2026-05-07

CGGR

CAPITAL GROUP GROWTH ETF

19370.35%

Shares12.9M

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

86.07%

Shares1.4M

Event2026-03-31

Filed2026-05-07

COWZ

PACER FDS TR

12738.40%

Shares7.6M

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

9633.25%

Shares4.9M

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

1143.97%

Shares624.5K

Event2026-03-31

Filed2026-05-07

FENI

FIDELITY COVINGTON TRUST

2710.77%

Shares11.6M

Event2026-03-31

Filed2026-05-07

SCHD

SCHWAB STRATEGIC TR

183053.94%

Shares13.7M

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

17952.39%

Shares5.4M

Event2026-03-31

Filed2026-05-07

EMXC

ISHARES INC

157.91%

Shares5.1M

Event2026-03-31

Filed2026-05-07

AVEM

AMERICAN CENTY ETF TR

4777.84%

Shares5.0M

Event2026-03-31

Filed2026-05-07

FMDE

FIDELITY COVINGTON TRUST

-41.39%

Shares11.0M

Event2026-03-31

Filed2026-05-07