Sponsored

The Analysis of Owl Creek Wealth Partners LLC's Holdings & P&L

Currently, Owl Creek Wealth Partners LLC holds 1239 types of securities in its portfolio with a total value $280.7M. In the most recent quarter, they have increased their positions in DFUS (+467.9K shares, valued at $33.2M), SPTM (+356.0K shares, valued at $28.1M), N/A (+31.2K shares, valued at $18.7M); initiated new positions in DFUS (+467.9K shares, valued at $33.2M), SPTM (+356.0K shares, valued at $28.1M), N/A (+31.2K shares, valued at $18.7M).

1M P&L

+3.7M+1.34%

3M P&L

+5.9M+2.18%

HY P&L

+14.2M+5.43%

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/A189.7M

76.3%

2Consumer Electronics5.5M

2.2%

3Semiconductors5.4M

2.2%

Top Industries by Stock Count

1N/A96 stocks

8.4%

2Software - Application48 stocks

4.2%

3Biotechnology35 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST467.9K sharesnew addition2026-03-312026-05-14

SPTM SPDR SERIES TRUST356.0K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS31.2K sharesnew addition2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR726.8K sharesnew addition2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST434.0K sharesnew addition2026-03-312026-05-14

HELO J P MORGAN EXCHANGE TRADED F166.8K sharesnew addition2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T130.0K sharesnew addition2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR79.3K sharesnew addition2026-03-312026-05-14

Sponsored

VONE VANGUARD SCOTTSDALE FDS29.2K sharesnew addition2026-03-312026-05-14

AAPL APPLE INC21.3K sharesnew addition2026-03-312026-05-14

IWB ISHARES TR14.8K sharesnew addition2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR61.3K sharesnew addition2026-03-312026-05-14

VTV VANGUARD INDEX FDS25.1K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA CORPORATION22.6K sharesnew addition2026-03-312026-05-14

VB VANGUARD INDEX FDS14.0K sharesnew addition2026-03-312026-05-14

ITOT ISHARES TR22.1K sharesnew addition2026-03-312026-05-14

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F66.7K sharesnew addition2026-03-312026-05-14

IEFA ISHARES TR31.7K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP7.5K sharesnew addition2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR4.7K sharesnew addition2026-03-312026-05-14

IAUM ISHARES GOLD TR58.0K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC12.3K sharesnew addition2026-03-312026-05-14

IJR ISHARES TR18.2K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC7.9K sharesnew addition2026-03-312026-05-14

Sponsored

UITB VICTORY PORTFOLIOS II46.8K sharesnew addition2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS33.6K sharesnew addition2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR69.0K sharesnew addition2026-03-312026-05-14

BROADCOM INC BROADCOM INC4.6K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K sharesnew addition2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST35.0K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.0K sharesnew addition2026-03-312026-05-14

META META PLATFORMS INC2.0K sharesnew addition2026-03-312026-05-14

Sponsored

IWV ISHARES TR3.0K sharesnew addition2026-03-312026-05-14

JPM JPMORGAN CHASE & CO3.6K sharesnew addition2026-03-312026-05-14

QUAL ISHARES TR5.3K sharesnew addition2026-03-312026-05-14

TSLA TESLA INC2.6K sharesnew addition2026-03-312026-05-14

IEMG ISHARES INC13.3K sharesnew addition2026-03-312026-05-14

IVE ISHARES TR3.8K sharesnew addition2026-03-312026-05-14

NOBL PROSHARES TR7.4K sharesnew addition2026-03-312026-05-14

NEAR ISHARES U S ETF TR14.9K sharesnew addition2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.7.7K sharesnew addition2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T1.1K sharesnew addition2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST10.3K sharesnew addition2026-03-312026-05-14

LLY ELI LILLY & CO777 sharesnew addition2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST13.1K sharesnew addition2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP3.9K sharesnew addition2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST12.5K sharesnew addition2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON2.3K sharesnew addition2026-03-312026-05-14

WMT WALMART INC4.3K sharesnew addition2026-03-312026-05-14

V VISA INC1.6K sharesnew addition2026-03-312026-05-14

DBEF DBX ETF TR9.5K sharesnew addition2026-03-312026-05-14

CVX CHEVRON CORPORATION2.2K sharesnew addition2026-03-312026-05-14

IVV ISHARES TR653 sharesnew addition2026-03-312026-05-14

IWF ISHARES TR943 sharesnew addition2026-03-312026-05-14

IJH ISHARES TR5.9K sharesnew addition2026-03-312026-05-14

Sponsored

ABBV ABBVIE INC1.8K sharesnew addition2026-03-312026-05-14

VCRB VANGUARD MALVERN FDS5.0K sharesnew addition2026-03-312026-05-14

ASML ASML HLDG NV289 sharesnew addition2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION382 sharesnew addition2026-03-312026-05-14

AMAT APPLIED MATLS INC1.1K sharesnew addition2026-03-312026-05-14

MA MASTERCARD INCORPORATED744 sharesnew addition2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.1K sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP1.6K sharesnew addition2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC973 sharesnew addition2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.3K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO4.3K sharesnew addition2026-03-312026-05-14

CSCO CISCO SYS INC4.1K sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC2.2K sharesnew addition2026-03-312026-05-14

T AT&T INC10.6K sharesnew addition2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.5K sharesnew addition2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-03-312026-05-14

Sponsored

KLAC KLA CORP201 sharesnew addition2026-03-312026-05-14

MS MORGAN STANLEY1.7K sharesnew addition2026-03-312026-05-14

BAC BANK AMERICA CORP5.8K sharesnew addition2026-03-312026-05-14

IVW ISHARES TR2.5K sharesnew addition2026-03-312026-05-14

QLTY GMO ETF TRUST7.6K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC389 sharesnew addition2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE938 sharesnew addition2026-03-312026-05-14

PEP PEPSICO INC1.7K sharesnew addition2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP824 sharesnew addition2026-03-312026-05-14

RTX CORPORATION RTX CORPORATION1.3K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO & CO3.1K sharesnew addition2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR2.0K sharesnew addition2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC862 sharesnew addition2026-03-312026-05-14

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-05-14

GEV GE VERNOVA INC261 sharesnew addition2026-03-312026-05-14

Sponsored

COF CAPITAL ONE FINL CORP1.2K sharesnew addition2026-03-312026-05-14

WELL WELLTOWER INC1.1K sharesnew addition2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-05-14

PM PHILIP MORRIS INTL INC1.3K sharesnew addition2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC600 sharesnew addition2026-03-312026-05-14

APH AMPHENOL CORP1.6K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP573 sharesnew addition2026-03-312026-05-14

Sponsored

HSBC HSBC HLDGS PLC2.3K sharesnew addition2026-03-312026-05-14

LINDE PLC LINDE PLC375 sharesnew addition2026-03-312026-05-14

ABT ABBOTT LABORATORIES1.8K sharesnew addition2026-03-312026-05-14

SHEL SHELL PLC1.9K sharesnew addition2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC359 sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP1.2K sharesnew addition2026-03-312026-05-14

HWM HOWMET AEROSPACE INC753 sharesnew addition2026-03-312026-05-14

WMB WILLIAMS COS INC2.4K sharesnew addition2026-03-312026-05-14

Sponsored

BHP BHP BILLITON LIMITED2.4K sharesnew addition2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-14

DE DEERE & CO297 sharesnew addition2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC803 sharesnew addition2026-03-312026-05-14

TJX TJX COS INC NEW1.0K sharesnew addition2026-03-312026-05-14

WDC WESTERN DIGITAL CORP603 sharesnew addition2026-03-312026-05-14

DFJ WISDOMTREE TR1.6K sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC448 sharesnew addition2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC475 sharesnew addition2026-03-312026-05-14

HCA HCA HEALTHCARE INC324 sharesnew addition2026-03-312026-05-14

HON HONEYWELL INTL INC674 sharesnew addition2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC4.7K sharesnew addition2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC327 sharesnew addition2026-03-312026-05-14

IDV ISHARES TR3.5K sharesnew addition2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC416 sharesnew addition2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A301 sharesnew addition2026-03-312026-05-14

Sponsored

DISV DIMENSIONAL ETF TRUST3.7K sharesnew addition2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE1.6K sharesnew addition2026-03-312026-05-14

UNP UNION PAC CORP590 sharesnew addition2026-03-312026-05-14

MUFG MITSUBISHI UFJ FINANCIAL GRO8.4K sharesnew addition2026-03-312026-05-14

PGR PROGRESSIVE CORP714 sharesnew addition2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR3.7K sharesnew addition2026-03-312026-05-14

GILD GILEAD SCIENCES INC992 sharesnew addition2026-03-312026-05-14

NOW SERVICENOW INC1.3K sharesnew addition2026-03-312026-05-14

Sponsored

ADI ANALOG DEVICES INC431 sharesnew addition2026-03-312026-05-14

TM TOYOTA MOTOR CORP665 sharesnew addition2026-03-312026-05-14

CB CHUBB LTD SWITZ416 sharesnew addition2026-03-312026-05-14

CRM SALESFORCE INC725 sharesnew addition2026-03-312026-05-14

SAN BANCO SANTANDER SA11.9K sharesnew addition2026-03-312026-05-14

SPGI S&P GLOBAL INC316 sharesnew addition2026-03-312026-05-14

LOW LOWES COS INC564 sharesnew addition2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP1.1K sharesnew addition2026-03-312026-05-14

Sponsored

SCZ ISHARES TR1.7K sharesnew addition2026-03-312026-05-14

PFE PFIZER INC4.7K sharesnew addition2026-03-312026-05-14

KMI KINDER MORGAN INC DEL3.9K sharesnew addition2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS533 sharesnew addition2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS1.2K sharesnew addition2026-03-312026-05-14

TMUS T-MOBILE US INC610 sharesnew addition2026-03-312026-05-14

INTC INTEL CORP2.9K sharesnew addition2026-03-312026-05-14

INTU INTUIT294 sharesnew addition2026-03-312026-05-14

Sponsored

COP CONOCOPHILLIPS942 sharesnew addition2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION945 sharesnew addition2026-03-312026-05-14

PH PARKER-HANNIFIN CORP138 sharesnew addition2026-03-312026-05-14

IMCG ISHARES TR1.6K sharesnew addition2026-03-312026-05-14

PLD PROLOGIS INC.923 sharesnew addition2026-03-312026-05-14

DHR DANAHER CORP DEL643 sharesnew addition2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC123 sharesnew addition2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-14

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC952 sharesnew addition2026-03-312026-05-14

MPC MARATHON PETE CORP477 sharesnew addition2026-03-312026-05-14

IEF ISHARES TR1.2K sharesnew addition2026-03-312026-05-14

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN5.5K sharesnew addition2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC256 sharesnew addition2026-03-312026-05-14

DAL DELTA AIR LINES INC1.7K sharesnew addition2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP414 sharesnew addition2026-03-312026-05-14

BBVA BANCO BILBAO VIZCAYA ARGENTA5.3K sharesnew addition2026-03-312026-05-14

Sponsored

CITIGROUP INC CITIGROUP INC995 sharesnew addition2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F2.1K sharesnew addition2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC423 sharesnew addition2026-03-312026-05-14

TFC TRUIST FINL CORP2.4K sharesnew addition2026-03-312026-05-14

CVS CVS HEALTH CORP1.5K sharesnew addition2026-03-312026-05-14

SNDK SANDISK CORP171 sharesnew addition2026-03-312026-05-14

QCOM QUALCOMM INC838 sharesnew addition2026-03-312026-05-14

IJK ISHARES TR1.1K sharesnew addition2026-03-312026-05-14

Sponsored

HLT HILTON WORLDWIDE HLDGS INC352 sharesnew addition2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP1.7K sharesnew addition2026-03-312026-05-14

IJJ ISHARES TR797 sharesnew addition2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC25 sharesnew addition2026-03-312026-05-14

AZO AUTOZONE INC31 sharesnew addition2026-03-312026-05-14

RIO RIO TINTO PLC1.1K sharesnew addition2026-03-312026-05-14

FCX FREEPORT MCMORAN INC1.8K sharesnew addition2026-03-312026-05-14

UBS UBS GROUP AG2.6K sharesnew addition2026-03-312026-05-14

Sponsored

VRT VERTIV HOLDINGS CO406 sharesnew addition2026-03-312026-05-14

NEM NEWMONT CORP939 sharesnew addition2026-03-312026-05-14

PAYX PAYCHEX INC1.1K sharesnew addition2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN499 sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL439 sharesnew addition2026-03-312026-05-14

FRDM EA SERIES TRUST1.8K sharesnew addition2026-03-312026-05-14

GLW CORNING INC741 sharesnew addition2026-03-312026-05-14

QUANTA SVCS INC QUANTA SVCS INC183 sharesnew addition2026-03-312026-05-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO1.7K sharesnew addition2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC360 sharesnew addition2026-03-312026-05-14

SBUX STARBUCKS CORP1.1K sharesnew addition2026-03-312026-05-14

VBK VANGUARD INDEX FDS326 sharesnew addition2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW527 sharesnew addition2026-03-312026-05-14

MCK MCKESSON CORP113 sharesnew addition2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC281 sharesnew addition2026-03-312026-05-14

MCO MOODYS CORP217 sharesnew addition2026-03-312026-05-14

Sponsored

CMCSA COMCAST CORP NEW3.3K sharesnew addition2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC690 sharesnew addition2026-03-312026-05-14

AON PLC AON PLC287 sharesnew addition2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN588 sharesnew addition2026-03-312026-05-14

GM GENERAL MTRS CO1.2K sharesnew addition2026-03-312026-05-14

SAP SAP SE535 sharesnew addition2026-03-312026-05-14

PULS PGIM ETF TR1.8K sharesnew addition2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF2.0K sharesnew addition2026-03-312026-05-14

Sponsored

VNQ VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-05-14

TARGET CORP TARGET CORP742 sharesnew addition2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC1.5K sharesnew addition2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC1.8K sharesnew addition2026-03-312026-05-14

SYK STRYKER CORPORATION272 sharesnew addition2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP332 sharesnew addition2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP307 sharesnew addition2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-05-14

Sponsored

BP BP PLC1.9K sharesnew addition2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS113 sharesnew addition2026-03-312026-05-14

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC293 sharesnew addition2026-03-312026-05-14

BA BOEING CO429 sharesnew addition2026-03-312026-05-14

IJT ISHARES TR590 sharesnew addition2026-03-312026-05-14

EQIX EQUINIX INC86 sharesnew addition2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.4K sharesnew addition2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC905 sharesnew addition2026-03-312026-05-14

Sponsored

MFG MIZUHO FINANCIAL GROUP INC10.5K sharesnew addition2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC211 sharesnew addition2026-03-312026-05-14

NATIONAL GRID PLC NATIONAL GRID PLC972 sharesnew addition2026-03-312026-05-14

GSK PLC GSK PLC1.5K sharesnew addition2026-03-312026-05-14

FITB FIFTH THIRD BANCORP1.7K sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP288 sharesnew addition2026-03-312026-05-14

USB US BANCORP1.5K sharesnew addition2026-03-312026-05-14

SMFG SUMITOMO MITSUI FIN GRP INC4.0K sharesnew addition2026-03-312026-05-14

Sponsored

CW CURTISS WRIGHT CORP116 sharesnew addition2026-03-312026-05-14

SRE SEMPRA811 sharesnew addition2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC795 sharesnew addition2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP1.2K sharesnew addition2026-03-312026-05-14

VTHR VANGUARD SCOTTSDALE FDS274 sharesnew addition2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC1.4K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP129 sharesnew addition2026-03-312026-05-14

URI UNITED RENTALS INC107 sharesnew addition2026-03-312026-05-14

Sponsored

SYF SYNCHRONY FINANCIAL1.1K sharesnew addition2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC71 sharesnew addition2026-03-312026-05-14

NDAQ NASDAQ INC914 sharesnew addition2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC788 sharesnew addition2026-03-312026-05-14

FIX COMFORT SYS USA INC56 sharesnew addition2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC589 sharesnew addition2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC444 sharesnew addition2026-03-312026-05-14

BCS BARCLAYS PLC3.6K sharesnew addition2026-03-312026-05-14

Sponsored

RJF RAYMOND JAMES FINL INC529 sharesnew addition2026-03-312026-05-14

MO ALTRIA GROUP INC1.2K sharesnew addition2026-03-312026-05-14

MSCI MSCI INC141 sharesnew addition2026-03-312026-05-14

NET CLOUDFLARE INC365 sharesnew addition2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL192 sharesnew addition2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC379 sharesnew addition2026-03-312026-05-14

AFL AFLAC INC680 sharesnew addition2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC179 sharesnew addition2026-03-312026-05-14

Sponsored

PANW PALO ALTO NETWORKS INC464 sharesnew addition2026-03-312026-05-14

XYLD GLOBAL X FDS1.9K sharesnew addition2026-03-312026-05-14

TDG TRANSDIGM GROUP INC64 sharesnew addition2026-03-312026-05-14

IJS ISHARES TR625 sharesnew addition2026-03-312026-05-14

E ENI SPA1.3K sharesnew addition2026-03-312026-05-14

VLO VALERO ENERGY CORP297 sharesnew addition2026-03-312026-05-14

CME CME GROUP INC247 sharesnew addition2026-03-312026-05-14

APP APPLOVIN CORP183 sharesnew addition2026-03-312026-05-14

Sponsored

ING ING GROEP N.V.2.8K sharesnew addition2026-03-312026-05-14

DIS DISNEY WALT CO731 sharesnew addition2026-03-312026-05-14

VUG VANGUARD INDEX FDS160 sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO218 sharesnew addition2026-03-312026-05-14

LYB LYONDELLBASELL INDUSTRIES NV855 sharesnew addition2026-03-312026-05-14

SO SOUTHERN CO711 sharesnew addition2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC158 sharesnew addition2026-03-312026-05-14

VRSK VERISK ANALYTICS INC357 sharesnew addition2026-03-312026-05-14

Sponsored

BKR BAKER HUGHES COMPANY1.1K sharesnew addition2026-03-312026-05-14

CMI CUMMINS INC124 sharesnew addition2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN340 sharesnew addition2026-03-312026-05-14

DOW DOW HLDGS INC1.6K sharesnew addition2026-03-312026-05-14

D DOMINION ENERGY INC1.1K sharesnew addition2026-03-312026-05-14

SONY SONY GROUP CORP3.2K sharesnew addition2026-03-312026-05-14

CSX CSX CORP1.6K sharesnew addition2026-03-312026-05-14

IDXX IDEXX LABS INC116 sharesnew addition2026-03-312026-05-14

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HAL HALLIBURTON CO1.7K sharesnew addition2026-03-312026-05-14

JBL JABIL INC244 sharesnew addition2026-03-312026-05-14

DIAL COLUMBIA ETF TR I3.6K sharesnew addition2026-03-312026-05-14

RMD RESMED INC285 sharesnew addition2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW195 sharesnew addition2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC1.1K sharesnew addition2026-03-312026-05-14

ECL ECOLAB INC235 sharesnew addition2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC668 sharesnew addition2026-03-312026-05-14

Sponsored

STT STATE STR CORP488 sharesnew addition2026-03-312026-05-14

TAK TAKEDA PHARMACEUTICAL CO LTD3.3K sharesnew addition2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP639 sharesnew addition2026-03-312026-05-14

EXPE EXPEDIA GROUP INC265 sharesnew addition2026-03-312026-05-14

A AGILENT TECHNOLOGIES INC530 sharesnew addition2026-03-312026-05-14

SCCO SOUTHERN COPPER CORP351 sharesnew addition2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC523 sharesnew addition2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP626 sharesnew addition2026-03-312026-05-14

Sponsored

ROST ROSS STORES INC269 sharesnew addition2026-03-312026-05-14

AMT AMERICAN TOWER CORP335 sharesnew addition2026-03-312026-05-14

DHI D R HORTON INC420 sharesnew addition2026-03-312026-05-14

EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP718 sharesnew addition2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC828 sharesnew addition2026-03-312026-05-14

BUD ANHEUSER BUSCH INBEV SA NV820 sharesnew addition2026-03-312026-05-14

ALC ALCON AG754 sharesnew addition2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR1.2K sharesnew addition2026-03-312026-05-14

Sponsored

MDLZ MONDELEZ INTL INC978 sharesnew addition2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN839 sharesnew addition2026-03-312026-05-14

EMR EMERSON ELEC CO429 sharesnew addition2026-03-312026-05-14

TPR TAPESTRY INC397 sharesnew addition2026-03-312026-05-14

WDS WOODSIDE ENERGY GROUP LTD2.3K sharesnew addition2026-03-312026-05-14

NATWEST GROUP PLC NATWEST GROUP PLC3.7K sharesnew addition2026-03-312026-05-14

BE BLOOM ENERGY CORP405 sharesnew addition2026-03-312026-05-14

SNY SANOFI SA1.1K sharesnew addition2026-03-312026-05-14

Sponsored

DB DEUTSCHE BK AG1.8K sharesnew addition2026-03-312026-05-14

PCAR PACCAR INC473 sharesnew addition2026-03-312026-05-14

IT GARTNER INC345 sharesnew addition2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC10.8K sharesnew addition2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP79 sharesnew addition2026-03-312026-05-14

AIG AMERICAN INTL GROUP INC714 sharesnew addition2026-03-312026-05-14

DLR DIGITAL RLTY TR INC298 sharesnew addition2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC230 sharesnew addition2026-03-312026-05-14

Sponsored

ALB ALBEMARLE CORP295 sharesnew addition2026-03-312026-05-14

NTAP NETAPP INC514 sharesnew addition2026-03-312026-05-14

NRG NRG ENERGY INC360 sharesnew addition2026-03-312026-05-14

DFAX DIMENSIONAL ETF TRUST1.5K sharesnew addition2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND264 sharesnew addition2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC3.3K sharesnew addition2026-03-312026-05-14

FDX FEDEX CORP146 sharesnew addition2026-03-312026-05-14

APA CORPORATION APA CORPORATION1.2K sharesnew addition2026-03-312026-05-14

Sponsored

BDX BECTON DICKINSON & CO325 sharesnew addition2026-03-312026-05-14

VTR VENTAS INC624 sharesnew addition2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO235 sharesnew addition2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC1.8K sharesnew addition2026-03-312026-05-14

OKE ONEOK INC NEW559 sharesnew addition2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR1.7K sharesnew addition2026-03-312026-05-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR253 sharesnew addition2026-03-312026-05-14

KKR & CO INC KKR & CO INC537 sharesnew addition2026-03-312026-05-14

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ITT INC ITT INC260 sharesnew addition2026-03-312026-05-14

PWV INVESCO EXCHANGE TRADED FD T701 sharesnew addition2026-03-312026-05-14

FI FISERV INC876 sharesnew addition2026-03-312026-05-14

ETR ENTERGY CORP NEW435 sharesnew addition2026-03-312026-05-14

FAST FASTENAL CO1.0K sharesnew addition2026-03-312026-05-14

ALL ALLSTATE CORP234 sharesnew addition2026-03-312026-05-14

CTVA CORTEVA INC574 sharesnew addition2026-03-312026-05-14

GWW WW GRAINGER INC44 sharesnew addition2026-03-312026-05-14

Sponsored

PSX PHILLIPS 66263 sharesnew addition2026-03-312026-05-14

RS RELIANCE INC155 sharesnew addition2026-03-312026-05-14

O REALTY INCOME CORP766 sharesnew addition2026-03-312026-05-14

CL COLGATE PALMOLIVE CO549 sharesnew addition2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC403 sharesnew addition2026-03-312026-05-14

IWD ISHARES TR217 sharesnew addition2026-03-312026-05-14

YUM YUM BRANDS INC296 sharesnew addition2026-03-312026-05-14

MET METLIFE INC650 sharesnew addition2026-03-312026-05-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY156 sharesnew addition2026-03-312026-05-14

JLL JONES LANG LASALLE INC149 sharesnew addition2026-03-312026-05-14

VST VISTRA CORP301 sharesnew addition2026-03-312026-05-14

JBTM JBT MAREL CORPORATION353 sharesnew addition2026-03-312026-05-14

STZ CONSTELLATION BRANDS INC300 sharesnew addition2026-03-312026-05-14

F FORD MTR CO3.9K sharesnew addition2026-03-312026-05-14

EIX EDISON INTL610 sharesnew addition2026-03-312026-05-14

MMM 3M CO307 sharesnew addition2026-03-312026-05-14

Sponsored

ON ON SEMICONDUCTOR CORP720 sharesnew addition2026-03-312026-05-14

FER FERROVIAL SE683 sharesnew addition2026-03-312026-05-14

CTRA COTERRA ENERGY INC1.3K sharesnew addition2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW337 sharesnew addition2026-03-312026-05-14

CNC CENTENE CORP DEL1.3K sharesnew addition2026-03-312026-05-14

NTRS NORTHERN TR CORP315 sharesnew addition2026-03-312026-05-14

CPRT COPART INC1.3K sharesnew addition2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.674 sharesnew addition2026-03-312026-05-14

Sponsored

MNST MONSTER BEVERAGE CORP NEW599 sharesnew addition2026-03-312026-05-14

IQV IQVIA HLDGS INC253 sharesnew addition2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC130 sharesnew addition2026-03-312026-05-14

ABNB AIRBNB INC339 sharesnew addition2026-03-312026-05-14

SLB SLB LIMITED826 sharesnew addition2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC72 sharesnew addition2026-03-312026-05-14

MTB M & T BK CORP205 sharesnew addition2026-03-312026-05-14

NOV NOV INC2.2K sharesnew addition2026-03-312026-05-14

Sponsored

LITE LUMENTUM HLDGS INC60 sharesnew addition2026-03-312026-05-14

L LOEWS CORP393 sharesnew addition2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW1.6K sharesnew addition2026-03-312026-05-14

NVO NOVO-NORDISK A S1.1K sharesnew addition2026-03-312026-05-14

ACGL ARCH CAP GROUP LTD436 sharesnew addition2026-03-312026-05-14

PUK PRUDENTIAL PLC1.5K sharesnew addition2026-03-312026-05-14

CSL CARLISLE COS INC123 sharesnew addition2026-03-312026-05-14

EA ELECTRONIC ARTS INC201 sharesnew addition2026-03-312026-05-14

Sponsored

ROK ROCKWELL AUTOMATION INC114 sharesnew addition2026-03-312026-05-14

NMR NOMURA HLDGS INC5.1K sharesnew addition2026-03-312026-05-14

SNPS SYNOPSYS INC101 sharesnew addition2026-03-312026-05-14

AEE AMEREN CORP364 sharesnew addition2026-03-312026-05-14

CTAS CINTAS CORP235 sharesnew addition2026-03-312026-05-14

AME AMETEK INC185 sharesnew addition2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN242 sharesnew addition2026-03-312026-05-14

FORTINET INC FORTINET INC480 sharesnew addition2026-03-312026-05-14

Sponsored

PCG PG&E CORP2.2K sharesnew addition2026-03-312026-05-14

IX ORIX CORP1.3K sharesnew addition2026-03-312026-05-14

XEL XCEL ENERGY INC490 sharesnew addition2026-03-312026-05-14

IFF INTERNATIONAL FLAVORS&FRAGRA536 sharesnew addition2026-03-312026-05-14

ADSK AUTODESK INC162 sharesnew addition2026-03-312026-05-14

LH LABCORP HOLDINGS INC145 sharesnew addition2026-03-312026-05-14

IR INGERSOLL RAND INC479 sharesnew addition2026-03-312026-05-14

LNT ALLIANT ENERGY CORP530 sharesnew addition2026-03-312026-05-14

Sponsored

INVH INVITATION HOMES INC1.5K sharesnew addition2026-03-312026-05-14

RELX RELX PLC1.1K sharesnew addition2026-03-312026-05-14

AWK AMERICAN WTR WKS CO INC NEW277 sharesnew addition2026-03-312026-05-14

CENCORA INC CENCORA INC120 sharesnew addition2026-03-312026-05-14

LYV LIVE NATION ENTERTAINMENT IN247 sharesnew addition2026-03-312026-05-14

CBRE CBRE GROUP INC276 sharesnew addition2026-03-312026-05-14

IVLU ISHARES TR941 sharesnew addition2026-03-312026-05-14

AMP AMERIPRISE FINL INC84 sharesnew addition2026-03-312026-05-14

Sponsored

TXT TEXTRON INC426 sharesnew addition2026-03-312026-05-14

TXN TEXAS INSTRS INC192 sharesnew addition2026-03-312026-05-14

DTM DT MIDSTREAM INC275 sharesnew addition2026-03-312026-05-14

TOL TOLL BROTHERS INC271 sharesnew addition2026-03-312026-05-14

BRO BROWN & BROWN INC567 sharesnew addition2026-03-312026-05-14

RSG REPUBLIC SVCS INC168 sharesnew addition2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC170 sharesnew addition2026-03-312026-05-14

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN585 sharesnew addition2026-03-312026-05-14

Sponsored

TER TERADYNE INC123 sharesnew addition2026-03-312026-05-14

ADM ARCHER DANIELS MIDLAND CO499 sharesnew addition2026-03-312026-05-14

DT DYNATRACE INC978 sharesnew addition2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T218 sharesnew addition2026-03-312026-05-14

WAB WABTEC144 sharesnew addition2026-03-312026-05-14

VTRS VIATRIS INC2.6K sharesnew addition2026-03-312026-05-14

MT ARCELORMITTAL SA LUXEMBOURG679 sharesnew addition2026-03-312026-05-14

ELAN ELANCO ANIMAL HEALTH INC1.5K sharesnew addition2026-03-312026-05-14

Sponsored

TSCO TRACTOR SUPPLY CO775 sharesnew addition2026-03-312026-05-14

RNR RENAISSANCERE HLDGS LTD118 sharesnew addition2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC300 sharesnew addition2026-03-312026-05-14

PFG PRINCIPAL FINANCIAL GROUP IN385 sharesnew addition2026-03-312026-05-14

ES EVERSOURCE ENERGY500 sharesnew addition2026-03-312026-05-14

GH GUARDANT HEALTH INC375 sharesnew addition2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I486 sharesnew addition2026-03-312026-05-14

FORM FORMFACTOR INC355 sharesnew addition2026-03-312026-05-14

Sponsored

LKQ LKQ CORP1.2K sharesnew addition2026-03-312026-05-14

TRGP TARGA RES CORP137 sharesnew addition2026-03-312026-05-14

ARGX ARGENX SE47 sharesnew addition2026-03-312026-05-14

DDOG DATADOG INC290 sharesnew addition2026-03-312026-05-14

WTW WILLIS TOWERS WATSON PLC LTD117 sharesnew addition2026-03-312026-05-14

BIIB BIOGEN INC185 sharesnew addition2026-03-312026-05-14

MTZ MASTEC INC105 sharesnew addition2026-03-312026-05-14

LNG CHENIERE ENERGY INC119 sharesnew addition2026-03-312026-05-14

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC733 sharesnew addition2026-03-312026-05-14

COIN COINBASE GLOBAL INC192 sharesnew addition2026-03-312026-05-14

FE FIRSTENERGY CORP659 sharesnew addition2026-03-312026-05-14

DOV DOVER CORP160 sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC384 sharesnew addition2026-03-312026-05-14

EME EMCOR GROUP INC45 sharesnew addition2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC298 sharesnew addition2026-03-312026-05-14

CACI CACI INTL INC61 sharesnew addition2026-03-312026-05-14

Sponsored

CRH PLC CRH PLC315 sharesnew addition2026-03-312026-05-14

ILMN ILLUMINA INC267 sharesnew addition2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC283 sharesnew addition2026-03-312026-05-14

KR KROGER CO445 sharesnew addition2026-03-312026-05-14

ZTS ZOETIS INC272 sharesnew addition2026-03-312026-05-14

EMN EASTMAN CHEM CO421 sharesnew addition2026-03-312026-05-14

KEY KEYCORP1.6K sharesnew addition2026-03-312026-05-14

VODAFONE GROUP PLC VODAFONE GROUP PLC2.1K sharesnew addition2026-03-312026-05-14

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP394 sharesnew addition2026-03-312026-05-14

VMC VULCAN MATLS CO117 sharesnew addition2026-03-312026-05-14

CVNA CARVANA CO101 sharesnew addition2026-03-312026-05-14

DG DOLLAR GEN CORP266 sharesnew addition2026-03-312026-05-14

FDS FACTSET RESH SYS INC145 sharesnew addition2026-03-312026-05-14

CCL CARNIVAL CORP1.2K sharesnew addition2026-03-312026-05-14

NOK NOKIA CORP3.9K sharesnew addition2026-03-312026-05-14

HLN HALEON PLC3.1K sharesnew addition2026-03-312026-05-14

Sponsored

INGR INGREDION INC277 sharesnew addition2026-03-312026-05-14

MGM MGM RESORTS INTERNATIONAL841 sharesnew addition2026-03-312026-05-14

NFG NATIONAL FUEL GAS CO330 sharesnew addition2026-03-312026-05-14

EFX EQUIFAX INC172 sharesnew addition2026-03-312026-05-14

SFM SPROUTS FMRS MKT INC395 sharesnew addition2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR1.2K sharesnew addition2026-03-312026-05-14

ARE ALEXANDRIA REAL ESTATE EQ IN646 sharesnew addition2026-03-312026-05-14

BLBD BLUE BIRD CORP528 sharesnew addition2026-03-312026-05-14

Sponsored

AMKR AMKOR TECHNOLOGY INC659 sharesnew addition2026-03-312026-05-14

PPL PPL CORP775 sharesnew addition2026-03-312026-05-14

KIM KIMCO REALTY CORP1.3K sharesnew addition2026-03-312026-05-14

AES AES CORP2.1K sharesnew addition2026-03-312026-05-14

CROWN CASTLE INC CROWN CASTLE INC360 sharesnew addition2026-03-312026-05-14

FTV FORTIVE CORP529 sharesnew addition2026-03-312026-05-14

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC338 sharesnew addition2026-03-312026-05-14

PRU PRUDENTIAL FINL INC298 sharesnew addition2026-03-312026-05-14

Sponsored

ESLT ELBIT SYS LTD34 sharesnew addition2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I99 sharesnew addition2026-03-312026-05-14

IDA IDACORP INC201 sharesnew addition2026-03-312026-05-14

CF CF INDUSTRIES HOLD221 sharesnew addition2026-03-312026-05-14

DLTR DOLLAR TREE INC260 sharesnew addition2026-03-312026-05-14

ERIC TELEFONAKTIEBOLAGET LM ERICS2.5K sharesnew addition2026-03-312026-05-14

ESS ESSEX PPTY TR INC116 sharesnew addition2026-03-312026-05-14

MRNA MODERNA INC551 sharesnew addition2026-03-312026-05-14

Sponsored

MDU MDU RES GROUP INC1.3K sharesnew addition2026-03-312026-05-14

BC BRUNSWICK CORP384 sharesnew addition2026-03-312026-05-14

EBAY EBAY INC.305 sharesnew addition2026-03-312026-05-14

PSTG EVERPURE INC469 sharesnew addition2026-03-312026-05-14

CMS CMS ENERGY CORP356 sharesnew addition2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC176 sharesnew addition2026-03-312026-05-14

DIOD DIODES INC400 sharesnew addition2026-03-312026-05-14

CAH CARDINAL HEALTH INC129 sharesnew addition2026-03-312026-05-14

Sponsored

EOG EOG RES INC188 sharesnew addition2026-03-312026-05-14

EQT CORP EQT CORP425 sharesnew addition2026-03-312026-05-14

IP INTERNATIONAL PAPER CO748 sharesnew addition2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-05-14

PHM PULTE GROUP INC226 sharesnew addition2026-03-312026-05-14

EQR EQUITY RESIDENTIAL448 sharesnew addition2026-03-312026-05-14

MTD METTLER TOLEDO INTERNATIONAL21 sharesnew addition2026-03-312026-05-14

SNOW SNOWFLAKE INC175 sharesnew addition2026-03-312026-05-14

Sponsored

KVUE KENVUE INC1.5K sharesnew addition2026-03-312026-05-14

TEVA TEVA PHARMACEUTICAL INDS LTD867 sharesnew addition2026-03-312026-05-14

PRMB PRIMO BRANDS CORPORATION1.4K sharesnew addition2026-03-312026-05-14

UAL UNITED AIRLS HLDGS INC283 sharesnew addition2026-03-312026-05-14

DFUS

DIMENSIONAL ETF TRUST

New

Shares467.9K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

New

Shares356.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares31.2K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

New

Shares726.8K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

New

Shares434.0K

Event2026-03-31

Filed2026-05-14

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares166.8K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares130.0K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

New

Shares79.3K

Event2026-03-31

Filed2026-05-14

VONE

VANGUARD SCOTTSDALE FDS

New

Shares29.2K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

New

Shares21.3K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

New

Shares14.8K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

New

Shares61.3K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

New

Shares25.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

New

Shares22.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares14.0K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

New

Shares22.1K

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares66.7K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

New

Shares31.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

New

Shares7.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-14

IAUM

ISHARES GOLD TR

New

Shares58.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

New

Shares18.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares7.9K

Event2026-03-31

Filed2026-05-14

UITB

VICTORY PORTFOLIOS II

New

Shares46.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

New

Shares33.6K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

New

Shares69.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

New

Shares2.6K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

New

Shares35.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-14