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The Analysis of Paladin Advisory Group, LLC's Holdings & P&L

Currently, Paladin Advisory Group, LLC holds 241 types of securities in its portfolio with a total value $131.5M. In the most recent quarter, they have increased their positions in IDMO (+22.1K shares, valued at $1.2M), IDHQ (+8.6K shares, valued at $305.1K), IBM (+826 shares, valued at $200.2K); decreased their positions in JPIE (-12.7K shares, valued at $584.4K), JMST (-10.2K shares, valued at $518.7K), MDY (-516 shares, valued at $318.2K); initiated new positions in IDHQ (+8.6K shares, valued at $305.1K), KD (+200 shares, valued at $2.6K).

1M P&L

-25.6M-16.22%

3M P&L

-24.8M-15.77%

HY P&L

-17.6M-11.72%

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/A97.5M

81.6%

2Consumer Electronics4.1M

3.5%

3Semiconductors3.4M

2.9%

Top Industries by Stock Count

1N/A128 stocks

56.1%

2Specialty Industrial Machinery8 stocks

3.5%

3Software - Application6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR20.8K shares-2.98%2026-03-312026-04-30

AVIV AMERICAN CENTY ETF TR100.5K shares0.22%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F114.5K shares1.69%2026-03-312026-04-30

IWD ISHARES TR24.9K shares-0.39%2026-03-312026-04-30

AVLV AMERICAN CENTY ETF TR61.4K shares0.72%2026-03-312026-04-30

IVV ISHARES TR7.2K shares-5.26%2026-03-312026-04-30

IDMO INVESCO EXCH TRADED FD TR II76.3K shares40.83%2026-03-312026-04-30

AAPL APPLE INC16.3K shares-1.77%2026-03-312026-04-30

Sponsored

INVESCO QQQ TR INVESCO QQQ TR7.0K shares-3.63%2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F80.4K shares-13.63%2026-03-312026-04-30

PAVE GLOBAL X FDS70.4K shares-3.03%2026-03-312026-04-30

HELO J P MORGAN EXCHANGE TRADED F53.5K shares-2.39%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T4.7K shares-5.46%2026-03-312026-04-30

VTI VANGUARD INDEX FDS9.1K shares-0.50%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 404.7K shares-9.83%2026-03-312026-04-30

SPMO INVESCO EXCH TRADED FD TR II25.0K shares-1.57%2026-03-312026-04-30

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD60.4K shares-2.14%2026-03-312026-04-30

ALPHABET INC ALPHABET INC9.4K shares-1.26%2026-03-312026-04-30

XLRE SELECT SECTOR SPDR TR65.1K shares-1.28%2026-03-312026-04-30

MUNI PIMCO ETF TR47.5K shares-2.97%2026-03-312026-04-30

IEFA ISHARES TR25.6K shares-7.55%2026-03-312026-04-30

NVDA NVIDIA CORPORATION10.5K shares0.00%2026-03-312026-04-30

EFG ISHARES TR16.0K shares0.08%2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.9K shares-4.36%2026-03-312026-04-30

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.39%2026-03-312026-04-30

AMZN AMAZON COM INC7.7K shares-7.80%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS30.3K shares0.01%2026-03-312026-04-30

MSFT MICROSOFT CORP3.7K shares0.00%2026-03-312026-04-30

JMST J P MORGAN EXCHANGE TRADED F26.5K shares-27.73%2026-03-312026-04-30

IJR ISHARES TR10.2K shares-7.49%2026-03-312026-04-30

EFA ISHARES TR12.5K shares0.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC3.8K shares0.00%2026-03-312026-04-30

Sponsored

DGRO ISHARES TR15.8K shares-0.70%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC3.0K shares0.00%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO2.9K shares-1.64%2026-03-312026-04-30

NOBL PROSHARES TR7.8K shares-1.48%2026-03-312026-04-30

MA MASTERCARD INCORPORATED1.6K shares0.00%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR22.9K shares0.00%2026-03-312026-04-30

GLD SPDR GOLD TR1.6K shares0.00%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS13.4K shares1.24%2026-03-312026-04-30

Sponsored

VONG VANGUARD SCOTTSDALE FDS5.9K shares11.36%2026-03-312026-04-30

VXUS VANGUARD STAR FDS8.2K shares-1.21%2026-03-312026-04-30

IJH ISHARES TR8.9K shares-1.69%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares0.00%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS3.9K shares-3.31%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR4.3K shares0.00%2026-03-312026-04-30

SPYM SPDR SERIES TRUST6.7K shares-3.81%2026-03-312026-04-30

META META PLATFORMS INC785 shares0.00%2026-03-312026-04-30

Sponsored

APH AMPHENOL CORP3.4K shares0.00%2026-03-312026-04-30

ILCG ISHARES TR4.5K shares0.00%2026-03-312026-04-30

SPYG SPDR SERIES TRUST4.4K shares-5.79%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC1.5K shares-1.40%2026-03-312026-04-30

IWO ISHARES TR1.3K shares0.00%2026-03-312026-04-30

BAC BANK AMERICA CORP7.2K shares-7.61%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC815 shares0.00%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR11.6K shares0.00%2026-03-312026-04-30

Sponsored

GOVT ISHARES TR14.6K shares-5.04%2026-03-312026-04-30

IWP ISHARES TR2.6K shares-7.81%2026-03-312026-04-30

IYR ISHARES TR3.4K shares-6.77%2026-03-312026-04-30

CB CHUBB LTD SWITZ998 shares-16.69%2026-03-312026-04-30

IDHQ INVESCO EXCH TRADED FD TR II8.6K sharesnew addition2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION302 shares0.00%2026-03-312026-04-30

EFV ISHARES TR3.9K shares0.00%2026-03-312026-04-30

LLY ELI LILLY & CO317 shares0.00%2026-03-312026-04-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.2K shares237.36%2026-03-312026-04-30

USB US BANCORP5.3K shares0.00%2026-03-312026-04-30

RTX RTX CORPORATION1.4K shares0.00%2026-03-312026-04-30

MUB ISHARES TR2.4K shares0.29%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC663 shares0.00%2026-03-312026-04-30

IEMG ISHARES INC3.4K shares-30.39%2026-03-312026-04-30

V VISA INC770 shares0.00%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC882 shares0.00%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL475 shares-19.49%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS2.6K shares0.47%2026-03-312026-04-30

HEFA ISHARES TR5.2K shares0.00%2026-03-312026-04-30

VIGI VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-04-30

GL GLOBE LIFE INC1.5K shares0.00%2026-03-312026-04-30

SCHH SCHWAB STRATEGIC TR9.6K shares-9.42%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR2.4K shares17.02%2026-03-312026-04-30

HD HOME DEPOT INC616 shares0.00%2026-03-312026-04-30

Sponsored

IWR ISHARES TR2.1K shares-56.49%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC234 shares0.00%2026-03-312026-04-30

VLO VALERO ENERGY CORP800 shares0.00%2026-03-312026-04-30

LOW LOWES COS INC804 shares-11.75%2026-03-312026-04-30

WFC WELLS FARGO & CO2.4K shares0.00%2026-03-312026-04-30

MCK MCKESSON CORP216 shares0.00%2026-03-312026-04-30

SPAB SPDR SERIES TRUST7.1K shares-25.95%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW2.5K shares0.00%2026-03-312026-04-30

Sponsored

IGIB ISHARES TR3.4K shares-2.97%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC1.5K shares0.00%2026-03-312026-04-30

AMAT APPLIED MATLS INC500 shares0.00%2026-03-312026-04-30

HON HONEYWELL INTL INC751 shares0.00%2026-03-312026-04-30

IWS ISHARES TR1.2K shares7.97%2026-03-312026-04-30

MS MORGAN STANLEY1.0K shares-12.54%2026-03-312026-04-30

SPEM SPDR INDEX SHS FDS3.5K shares0.00%2026-03-312026-04-30

TIPX SPDR SERIES TRUST8.4K shares0.00%2026-03-312026-04-30

Sponsored

HDV ISHARES TR1.2K shares0.00%2026-03-312026-04-30

AMT AMERICAN TOWER CORP911 shares-26.35%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP169 shares0.00%2026-03-312026-04-30

VUG VANGUARD INDEX FDS339 shares-0.88%2026-03-312026-04-30

ABT ABBOTT LABORATORIES1.3K shares0.00%2026-03-312026-04-30

PEP PEPSICO INC858 shares0.00%2026-03-312026-04-30

TSLA TESLA INC354 shares0.00%2026-03-312026-04-30

MCD MCDONALDS CORP418 shares0.00%2026-03-312026-04-30

Sponsored

CSX CSX CORP3.2K shares0.00%2026-03-312026-04-30

ADBE ADOBE INC533 shares0.00%2026-03-312026-04-30

IWM ISHARES TR512 shares86.18%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN792 shares0.00%2026-03-312026-04-30

SPSM SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR754 shares0.00%2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD955 shares0.00%2026-03-312026-04-30

DLTR DOLLAR TREE INC1.1K shares0.00%2026-03-312026-04-30

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND573 shares0.00%2026-03-312026-04-30

EFAV ISHARES TR1.2K shares0.00%2026-03-312026-04-30

VB VANGUARD INDEX FDS421 shares-9.46%2026-03-312026-04-30

CRM SALESFORCE INC590 shares0.00%2026-03-312026-04-30

IWB ISHARES TR308 shares0.00%2026-03-312026-04-30

VFH VANGUARD WORLD FD873 shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS523 shares0.00%2026-03-312026-04-30

SCHP SCHWAB STRATEGIC TR3.8K shares-18.62%2026-03-312026-04-30

Sponsored

VEA VANGUARD TAX-MANAGED FDS1.5K shares0.00%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR862 shares0.00%2026-03-312026-04-30

WK WORKIVA INC1.6K shares-15.46%2026-03-312026-04-30

A AGILENT TECHNOLOGIES INC810 shares0.00%2026-03-312026-04-30

YUM YUM BRANDS INC591 shares0.00%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR807 shares0.00%2026-03-312026-04-30

BA BOEING CO449 shares0.00%2026-03-312026-04-30

SBUX STARBUCKS CORP963 shares-3.41%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP504 shares0.00%2026-03-312026-04-30

CMI CUMMINS INC158 shares0.00%2026-03-312026-04-30

IR INGERSOLL RAND INC1.0K shares0.00%2026-03-312026-04-30

SPMD SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO559 shares0.00%2026-03-312026-04-30

VPU VANGUARD WORLD FD395 shares0.00%2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST1.3K shares0.00%2026-03-312026-04-30

ECL ECOLAB INC251 shares0.00%2026-03-312026-04-30

Sponsored

CARR CARRIER GLOBAL CORPORATION1.2K shares0.00%2026-03-312026-04-30

IYE ISHARES TR1.0K shares0.00%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR784 shares0.00%2026-03-312026-04-30

IVE ISHARES TR302 shares0.00%2026-03-312026-04-30

VIS VANGUARD WORLD FD204 shares0.00%2026-03-312026-04-30

JIRE J P MORGAN EXCHANGE TRADED F805 shares0.00%2026-03-312026-04-30

VGT VANGUARD WORLD FD86 shares0.00%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR898 shares0.00%2026-03-312026-04-30

Sponsored

XLV SELECT SECTOR SPDR TR373 shares0.00%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP653 shares0.00%2026-03-312026-04-30

VCR VANGUARD WORLD FD140 shares0.00%2026-03-312026-04-30

FPEI FIRST TR EXCH TRADED FD III2.6K shares0.00%2026-03-312026-04-30

ITOT ISHARES TR345 shares25.91%2026-03-312026-04-30

BE BLOOM ENERGY CORP318 shares0.00%2026-03-312026-04-30

IDEV ISHARES TR511 shares0.00%2026-03-312026-04-30

CASY CASEYS GEN STORES INC58 shares0.00%2026-03-312026-04-30

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN449 shares0.00%2026-03-312026-04-30

TOTL SSGA ACTIVE ETF TR1.0K shares-23.20%2026-03-312026-04-30

PFE PFIZER INC1.4K shares0.00%2026-03-312026-04-30

IXJ ISHARES TR420 shares0.00%2026-03-312026-04-30

ROL ROLLINS INC729 shares-13.63%2026-03-312026-04-30

LGLV SPDR SERIES TRUST217 shares0.00%2026-03-312026-04-30

SPTM SPDR SERIES TRUST486 shares0.00%2026-03-312026-04-30

INTU INTUIT86 shares0.00%2026-03-312026-04-30

Sponsored

SRLN SSGA ACTIVE ETF TR925 shares0.00%2026-03-312026-04-30

ORCL ORACLE CORP249 shares-68.36%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO167 shares-16.50%2026-03-312026-04-30

DOV DOVER CORP171 shares-37.13%2026-03-312026-04-30

EL LAUDER ESTEE COS INC496 shares0.00%2026-03-312026-04-30

WMT WALMART INC285 shares-40.63%2026-03-312026-04-30

UNP UNION PAC CORP142 shares0.00%2026-03-312026-04-30

FDL FIRST TR EXCHANGE-TRADED FD668 shares0.00%2026-03-312026-04-30

Sponsored

STZ CONSTELLATION BRANDS INC223 shares0.00%2026-03-312026-04-30

DAL DELTA AIR LINES INC500 shares0.00%2026-03-312026-04-30

SYK STRYKER CORPORATION100 shares-11.50%2026-03-312026-04-30

VDC VANGUARD WORLD FD136 shares0.00%2026-03-312026-04-30

VHT VANGUARD WORLD FD112 shares0.00%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST621 shares0.00%2026-03-312026-04-30

MTUM ISHARES TR122 shares0.00%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2026-03-312026-04-30

Sponsored

UBER UBER TECHNOLOGIES INC400 shares0.00%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR616 shares0.00%2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP353 shares0.00%2026-03-312026-04-30

VAW VANGUARD WORLD FD113 shares0.00%2026-03-312026-04-30

CMCSA COMCAST CORP NEW880 shares0.00%2026-03-312026-04-30

EMR EMERSON ELEC CO192 shares0.00%2026-03-312026-04-30

PAAA PGIM ETF TR467 shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC460 shares0.00%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS169 shares0.00%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP286 shares0.00%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR802 shares0.00%2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR401 shares0.00%2026-03-312026-04-30

IXUS ISHARES TR215 shares40.52%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR688 shares-16.71%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR630 shares-17.54%2026-03-312026-04-30

DVY ISHARES TR108 shares0.00%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC126 shares0.00%2026-03-312026-04-30

TSN TYSON FOODS INC250 shares-16.67%2026-03-312026-04-30

WPC WP CAREY INC220 shares0.00%2026-03-312026-04-30

VOT VANGUARD INDEX FDS57 shares0.00%2026-03-312026-04-30

DE DEERE & CO25 shares0.00%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS175 shares0.00%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC37 shares0.00%2026-03-312026-04-30

EVRG EVERGY INC145 shares0.00%2026-03-312026-04-30

Sponsored

OEF ISHARES TR36 shares0.00%2026-03-312026-04-30

ES EVERSOURCE ENERGY164 shares0.00%2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC142 shares0.00%2026-03-312026-04-30

ARKG ARK ETF TR400 shares0.00%2026-03-312026-04-30

LIT GLOBAL X FDS130 shares0.00%2026-03-312026-04-30

AOR ISHARES TR141 shares0.71%2026-03-312026-04-30

VDE VANGUARD WORLD FD52 shares0.00%2026-03-312026-04-30

AGG ISHARES TR84 shares-59.02%2026-03-312026-04-30

Sponsored

CEG CONSTELLATION ENERGY CORP29 shares0.00%2026-03-312026-04-30

SLYG SPDR SERIES TRUST80 shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO80 shares-42.86%2026-03-312026-04-30

IVW ISHARES TR65 shares0.00%2026-03-312026-04-30

SMDV PROSHARES TR101 shares0.00%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC19 shares0.00%2026-03-312026-04-30

TMUS T-MOBILE US INC31 shares0.00%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC13 shares0.00%2026-03-312026-04-30

Sponsored

RPV INVESCO EXCHANGE TRADED FD T51 shares0.00%2026-03-312026-04-30

GLOF ISHARES TR95 shares0.00%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP52 shares0.00%2026-03-312026-04-30

DHR DANAHER CORP DEL25 shares0.00%2026-03-312026-04-30

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II175 shares-29.44%2026-03-312026-04-30

AMGN AMGEN INC13 shares0.00%2026-03-312026-04-30

CEF SPROTT ASSET MANAGEMENT LP93 shares0.00%2026-03-312026-04-30

EXC EXELON CORP87 shares0.00%2026-03-312026-04-30

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP31 shares0.00%2026-03-312026-04-30

FYX FIRST TR EXCHANGE-TRADED ALP31 shares-22.50%2026-03-312026-04-30

CTVA CORTEVA INC41 shares0.00%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F60 shares0.00%2026-03-312026-04-30

VONV VANGUARD SCOTTSDALE FDS28 shares7.69%2026-03-312026-04-30

KD KYNDRYL HLDGS INC200 sharesnew addition2026-03-312026-04-30

LCII LCI INDS20 shares0.00%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F43 shares0.00%2026-03-312026-04-30

Sponsored

SNOW SNOWFLAKE INC15 shares-53.13%2026-03-312026-04-30

CTSH COGNIZANT TECHNOLOGY SOLUTIO35 shares0.00%2026-03-312026-04-30

PKW INVESCO EXCHANGE TRADED FD T16 shares-64.44%2026-03-312026-04-30

CROWN CASTLE INC CROWN CASTLE INC22 shares0.00%2026-03-312026-04-30

PHYS SPROTT ASSET MANAGEMENT LP45 shares0.00%2026-03-312026-04-30

AOA ISHARES TR9 shares-87.67%2026-03-312026-04-30

FNDA SCHWAB STRATEGIC TR14 shares0.00%2026-03-312026-04-30

USRT ISHARES TR2 shares0.00%2026-03-312026-04-30

Sponsored

LUCID GROUP INC LUCID GROUP INC10 shares0.00%2026-03-312026-04-30

IWF

ISHARES TR

-2.98%

Shares20.8K

Event2026-03-31

Filed2026-04-30

AVIV

AMERICAN CENTY ETF TR

0.22%

Shares100.5K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

1.69%

Shares114.5K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

-0.39%

Shares24.9K

Event2026-03-31

Filed2026-04-30

AVLV

AMERICAN CENTY ETF TR

0.72%

Shares61.4K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-5.26%

Shares7.2K

Event2026-03-31

Filed2026-04-30

IDMO

INVESCO EXCH TRADED FD TR II

40.83%

Shares76.3K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-1.77%

Shares16.3K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-3.63%

Shares7.0K

Event2026-03-31

Filed2026-04-30

JPIE

J P MORGAN EXCHANGE TRADED F

-13.63%

Shares80.4K

Event2026-03-31

Filed2026-04-30

PAVE

GLOBAL X FDS

-3.03%

Shares70.4K

Event2026-03-31

Filed2026-04-30

HELO

J P MORGAN EXCHANGE TRADED F

-2.39%

Shares53.5K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-5.46%

Shares4.7K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-0.50%

Shares9.1K

Event2026-03-31

Filed2026-04-30

MDY

STATE STR SPDR S&P MIDCAP 40

-9.83%

Shares4.7K

Event2026-03-31

Filed2026-04-30

SPMO

INVESCO EXCH TRADED FD TR II

-1.57%

Shares25.0K

Event2026-03-31

Filed2026-04-30

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-2.14%

Shares60.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-1.26%

Shares9.4K

Event2026-03-31

Filed2026-04-30

XLRE

SELECT SECTOR SPDR TR

-1.28%

Shares65.1K

Event2026-03-31

Filed2026-04-30

MUNI

PIMCO ETF TR

-2.97%

Shares47.5K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

-7.55%

Shares25.6K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-30

EFG

ISHARES TR

0.08%

Shares16.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-4.36%

Shares5.9K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.39%

Shares2.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-7.80%

Shares7.7K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

0.01%

Shares30.3K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-30

JMST

J P MORGAN EXCHANGE TRADED F

-27.73%

Shares26.5K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

-7.49%

Shares10.2K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES TR

-0.70%

Shares15.8K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-1.64%

Shares2.9K

Event2026-03-31

Filed2026-04-30

NOBL

PROSHARES TR

-1.48%

Shares7.8K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares22.9K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

1.24%

Shares13.4K

Event2026-03-31

Filed2026-04-30

VONG

VANGUARD SCOTTSDALE FDS

11.36%

Shares5.9K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

-1.21%

Shares8.2K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

-1.69%

Shares8.9K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

-3.31%

Shares3.9K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-3.81%

Shares6.7K

Event2026-03-31

Filed2026-04-30