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The Analysis of PDS Planning, Inc's Holdings & P&L

Currently, PDS Planning, Inc holds 561 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in AGG (+53.6K shares, valued at $5.3M), BNDX (+62.6K shares, valued at $3.0M), IVV (+3.5K shares, valued at $2.3M); decreased their positions in VEA (-28.4K shares, valued at $1.8M), SNDK (-968 shares, valued at $615.0K), GEF.B (-4.1K shares, valued at $359.5K); initiated new positions in N/A (+7.0K shares, valued at $1.4M), QQQI (+10.5K shares, valued at $521.2K), EQNR (+7.3K shares, valued at $306.1K).

1M P&L

+38.6M+2.56%

3M P&L

-187.1M-10.79%

HY P&L

-87.5M-5.35%

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/A995.7M

69.5%

2Semiconductors47.4M

3.3%

3Drug Manufacturers - General40.9M

2.9%

Top Industries by Stock Count

1N/A113 stocks

21.9%

2Banks - Regional22 stocks

4.3%

3Banks - Diversified17 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS1.7M shares-1.61%2026-03-312026-04-22

IVV ISHARES TR153.7K shares2.32%2026-03-312026-04-22

AGG ISHARES TR844.1K shares6.78%2026-03-312026-04-22

VO VANGUARD INDEX FDS233.3K shares2.41%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR603.4K shares0.24%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS283.2K shares1.95%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F1.0M shares0.62%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS1.0M shares6.57%2026-03-312026-04-22

Sponsored

IGSB ISHARES TR768.5K shares5.36%2026-03-312026-04-22

REET ISHARES TR1.6M shares2.97%2026-03-312026-04-22

AAPL APPLE INC134.1K shares2.67%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS432.0K shares5.23%2026-03-312026-04-22

NVDA NVIDIA CORPORATION176.7K shares2.13%2026-03-312026-04-22

ABBV ABBVIE INC108.9K shares-1.46%2026-03-312026-04-22

VBR VANGUARD INDEX FDS99.1K shares0.21%2026-03-312026-04-22

MSFT MICROSOFT CORP54.5K shares2.69%2026-03-312026-04-22

Sponsored

IEFA ISHARES TR187.2K shares-0.06%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS229.4K shares3.84%2026-03-312026-04-22

IJH ISHARES TR231.2K shares1.08%2026-03-312026-04-22

MUB ISHARES TR141.3K shares8.70%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.7K shares6.11%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO49.2K shares-0.32%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2026-03-312026-04-22

IEMG ISHARES INC205.5K shares-0.10%2026-03-312026-04-22

Sponsored

AMZN AMAZON COM INC67.7K shares2.92%2026-03-312026-04-22

VB VANGUARD INDEX FDS52.0K shares-0.14%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS272.3K shares5.15%2026-03-312026-04-22

ALPHABET INC ALPHABET INC47.2K shares1.57%2026-03-312026-04-22

ALPHABET INC ALPHABET INC43.7K shares3.14%2026-03-312026-04-22

ABT ABBOTT LABORATORIES119.7K shares-1.37%2026-03-312026-04-22

SUB ISHARES TR111.8K shares12.22%2026-03-312026-04-22

IAGG ISHARES TR232.9K shares2.10%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS26.8K shares2.36%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F61.9K shares6.60%2026-03-312026-04-22

BROADCOM INC BROADCOM INC27.6K shares3.52%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F108.9K shares1.91%2026-03-312026-04-22

OUNZ VANECK MERK GOLD ETF167.8K shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC21.0K shares2.12%2026-03-312026-04-22

META META PLATFORMS INC12.2K shares-0.11%2026-03-312026-04-22

LLY ELI LILLY & CO7.3K shares-0.40%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares3.89%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS66.2K shares2.95%2026-03-312026-04-22

TSLA TESLA INC15.8K shares0.08%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F111.0K shares8.17%2026-03-312026-04-22

PG PROCTER & GAMBLE CO38.2K shares6.40%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS60.1K shares0.73%2026-03-312026-04-22

KO COCA COLA CO66.1K shares2.36%2026-03-312026-04-22

VV VANGUARD INDEX FDS16.2K shares-1.44%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON19.3K shares5.19%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T7.0K shares15.45%2026-03-312026-04-22

XOM EXXON MOBIL CORP25.2K shares-1.09%2026-03-312026-04-22

WMT WALMART INC32.4K shares2.63%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST101.4K shares76.73%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION3.8K shares1.42%2026-03-312026-04-22

V VISA INC12.3K shares0.90%2026-03-312026-04-22

DE DEERE & CO6.3K shares0.91%2026-03-312026-04-22

Sponsored

UPS UNITED PARCEL SVCS INC34.1K shares-1.86%2026-03-312026-04-22

CINF CINCINNATI FINL CORP19.3K shares0.20%2026-03-312026-04-22

ORCL ORACLE CORP20.1K shares2.26%2026-03-312026-04-22

MA MASTERCARD INCORPORATED5.9K shares-6.18%2026-03-312026-04-22

GLDM WORLD GOLD TR28.8K shares1.02%2026-03-312026-04-22

NFLX NETFLIX INC.26.8K shares4.33%2026-03-312026-04-22

CVX CHEVRON CORPORATION12.3K shares1.33%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F44.2K shares1.73%2026-03-312026-04-22

Sponsored

GE AEROSPACE GE AEROSPACE8.6K shares1.64%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC6.4K shares0.80%2026-03-312026-04-22

VTV VANGUARD INDEX FDS11.5K shares-1.63%2026-03-312026-04-22

ASML ASML HLDG NV1.7K shares0.83%2026-03-312026-04-22

HD HOME DEPOT INC6.8K shares-1.56%2026-03-312026-04-22

SDY SPDR SERIES TRUST15.2K shares0.01%2026-03-312026-04-22

CSCO CISCO SYS INC28.2K shares2.43%2026-03-312026-04-22

ACT ENACT HLDGS INC52.0K shares55.46%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC17.6K shares4.51%2026-03-312026-04-22

CAT CATERPILLAR INC2.9K shares-0.37%2026-03-312026-04-22

VSS VANGUARD INTL EQUITY INDEX F13.8K shares-2.33%2026-03-312026-04-22

JCPB J P MORGAN EXCHANGE TRADED F42.4K shares18.95%2026-03-312026-04-22

ISTB ISHARES TR41.0K shares-0.65%2026-03-312026-04-22

HBAN HUNTINGTON BANCSHARES INC127.0K shares22.99%2026-03-312026-04-22

JPIE J P MORGAN EXCHANGE TRADED F42.6K shares0.10%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC5.8K shares9.11%2026-03-312026-04-22

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F34.0K shares2.24%2026-03-312026-04-22

NEE NEXTERA ENERGY INC20.7K shares1.28%2026-03-312026-04-22

APH AMPHENOL CORP15.0K shares0.95%2026-03-312026-04-22

NOW SERVICENOW INC17.4K shares120.93%2026-03-312026-04-22

GLD SPDR GOLD TR4.2K shares-2.34%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC8.7K shares2.92%2026-03-312026-04-22

AMAT APPLIED MATLS INC5.2K shares6.43%2026-03-312026-04-22

LINDE PLC LINDE PLC3.5K shares5.64%2026-03-312026-04-22

Sponsored

GEV GE VERNOVA INC2.0K shares2.74%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS7.0K shares6.01%2026-03-312026-04-22

COP CONOCOPHILLIPS12.7K shares4.85%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP7.8K shares7.35%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS20.6K shares17.47%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC3.2K shares4.38%2026-03-312026-04-22

MCD MCDONALDS CORP5.0K shares10.51%2026-03-312026-04-22

PEP PEPSICO INC9.9K shares-2.27%2026-03-312026-04-22

Sponsored

CAH CARDINAL HEALTH INC7.2K shares0.28%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC10.3K shares11.75%2026-03-312026-04-22

RTX RTX CORPORATION7.6K shares1.60%2026-03-312026-04-22

NVS NOVARTIS AG9.5K shares0.03%2026-03-312026-04-22

GLW CORNING INC10.6K shares5.47%2026-03-312026-04-22

SPYI NEOS ETF TRUST28.8K shares4.96%2026-03-312026-04-22

BAC BANK AMERICA CORP29.1K shares2.72%2026-03-312026-04-22

HSBC HSBC HLDGS PLC16.9K shares1.37%2026-03-312026-04-22

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC7.0K sharesnew addition2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC1.6K shares0.06%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR54.2K shares0.18%2026-03-312026-04-22

IWN ISHARES TR7.0K shares8.30%2026-03-312026-04-22

TXN TEXAS INSTRS INC6.8K shares1.19%2026-03-312026-04-22

UNP UNION PAC CORP5.4K shares3.65%2026-03-312026-04-22

VGT VANGUARD WORLD FD1.9K shares0.53%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC4.6K shares-18.44%2026-03-312026-04-22

Sponsored

AMGN AMGEN INC3.4K shares3.01%2026-03-312026-04-22

LOW LOWES COS INC5.0K shares4.88%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR13.3K shares0.19%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR2.0K shares16.96%2026-03-312026-04-22

KLAC KLA CORP786 shares3.56%2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F22.6K shares-8.18%2026-03-312026-04-22

MEDP MEDPACE HLDGS INC2.4K shares0.08%2026-03-312026-04-22

TJX TJX COS INC NEW7.1K shares3.94%2026-03-312026-04-22

Sponsored

LMT LOCKHEED MARTIN CORP1.9K shares3.39%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR8.5K shares0.04%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC2.4K shares4.55%2026-03-312026-04-22

SHOP SHOPIFY INC9.4K shares3.43%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC8.4K shares3.90%2026-03-312026-04-22

T AT&T INC37.7K shares16.92%2026-03-312026-04-22

MS MORGAN STANLEY6.6K shares-0.44%2026-03-312026-04-22

SHEL SHELL PLC11.7K shares0.07%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO13.5K shares-2.06%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN5.3K shares12.44%2026-03-312026-04-22

MCK MCKESSON CORP1.2K shares1.23%2026-03-312026-04-22

VUG VANGUARD INDEX FDS2.4K shares0.21%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC20.6K shares2.89%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC245 shares-10.26%2026-03-312026-04-22

ADBE ADOBE INC4.2K shares-4.02%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC8.2K shares9.81%2026-03-312026-04-22

Sponsored

SNDK SANDISK CORP1.6K shares-37.89%2026-03-312026-04-22

ASX ASE TECHNOLOGY HLDG CO LTD46.3K shares-2.60%2026-03-312026-04-22

SMFG SUMITOMO MITSUI FIN GRP INC50.2K shares-0.13%2026-03-312026-04-22

PFE PFIZER INC35.1K shares5.35%2026-03-312026-04-22

SHG SHINHAN FINANCIAL GROUP CO L16.1K shares7.85%2026-03-312026-04-22

INTC INTEL CORP22.2K shares2.99%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO3.9K shares7.55%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC5.9K shares3.60%2026-03-312026-04-22

Sponsored

KB KB FINL GROUP INC9.5K shares7.04%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP10.1K shares2.22%2026-03-312026-04-22

TM TOYOTA MOTOR CORP4.6K shares2.07%2026-03-312026-04-22

WF WOORI FINL GROUP INC14.1K shares4.60%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD7.5K shares-6.29%2026-03-312026-04-22

BA BOEING CO4.7K shares-1.06%2026-03-312026-04-22

WELL WELLTOWER INC4.7K shares2.95%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO3.1K shares-1.83%2026-03-312026-04-22

Sponsored

RY ROYAL BK CDA5.6K shares0.38%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC2.3K shares6.25%2026-03-312026-04-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.1K shares0.00%2026-03-312026-04-22

CRM SALESFORCE INC4.8K shares-7.63%2026-03-312026-04-22

PLD PROLOGIS INC.6.8K shares3.21%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC7.9K shares7.86%2026-03-312026-04-22

DIS DISNEY WALT CO9.2K shares7.63%2026-03-312026-04-22

CB CHUBB LTD SWITZ2.7K shares-0.04%2026-03-312026-04-22

Sponsored

VDE VANGUARD WORLD FD5.1K shares18.68%2026-03-312026-04-22

SYK STRYKER CORPORATION2.7K shares17.81%2026-03-312026-04-22

HDB HDFC BANK LTD35.2K shares-7.37%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS5.9K shares68.03%2026-03-312026-04-22

EMR EMERSON ELEC CO6.6K shares5.59%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR34.9K shares1.15%2026-03-312026-04-22

CME CME GROUP INC2.9K shares4.76%2026-03-312026-04-22

GILD GILEAD SCIENCES INC6.1K shares2.85%2026-03-312026-04-22

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BLACKROCK INC BLACKROCK INC878 shares-1.46%2026-03-312026-04-22

SPGI S&P GLOBAL INC2.0K shares7.90%2026-03-312026-04-22

ADI ANALOG DEVICES INC2.6K shares3.32%2026-03-312026-04-22

DHR DANAHER CORP DEL4.4K shares-3.59%2026-03-312026-04-22

STRV EA SERIES TRUST19.5K shares1.53%2026-03-312026-04-22

GAL SSGA ACTIVE ETF TR16.3K shares-6.82%2026-03-312026-04-22

ESGD ISHARES TR8.3K shares-3.12%2026-03-312026-04-22

MO ALTRIA GROUP INC12.0K shares4.05%2026-03-312026-04-22

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.3K shares0.00%2026-03-312026-04-22

IBN ICICI BANK LIMITED30.3K shares-4.78%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC4.9K shares45.58%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE8.4K shares0.08%2026-03-312026-04-22

CENCORA INC CENCORA INC2.4K shares1.46%2026-03-312026-04-22

RDY DR REDDYS LABS LTD55.0K shares21.18%2026-03-312026-04-22

SONY SONY GROUP CORP36.6K shares4.61%2026-03-312026-04-22

SAN BANCO SANTANDER SA66.4K shares1.98%2026-03-312026-04-22

Sponsored

INTU INTUIT1.7K shares1.29%2026-03-312026-04-22

AOR ISHARES TR11.6K shares0.00%2026-03-312026-04-22

SKM SK TELECOM CO LTD25.3K shares75.83%2026-03-312026-04-22

UBS UBS GROUP AG18.9K shares2.28%2026-03-312026-04-22

SBUX STARBUCKS CORP8.3K shares4.61%2026-03-312026-04-22

VXUS VANGUARD STAR FDS9.5K shares32.30%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC4.2K shares8.39%2026-03-312026-04-22

TD TORONTO DOMINION BK ONT7.8K shares-0.50%2026-03-312026-04-22

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA33.4K shares-0.27%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO2.3K shares1.21%2026-03-312026-04-22

WOR WORTHINGTON ENTERPRISES INC13.7K shares0.03%2026-03-312026-04-22

MMM 3M CO4.9K shares-4.66%2026-03-312026-04-22

USMV ISHARES TR7.7K shares0.42%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP2.6K shares3.97%2026-03-312026-04-22

PSX PHILLIPS 663.9K shares-0.59%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC2.7K shares-1.22%2026-03-312026-04-22

Sponsored

MAR MARRIOTT INTL INC NEW2.1K shares0.62%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP3.8K shares-25.06%2026-03-312026-04-22

CHT CHUNGHWA TELECOM CO LTD16.2K shares7.90%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR14.0K shares0.00%2026-03-312026-04-22

WMB WILLIAMS COS INC9.4K shares3.66%2026-03-312026-04-22

ESML ISHARES TR14.4K shares13.67%2026-03-312026-04-22

BHP BHP BILLITON LIMITED9.3K shares-2.15%2026-03-312026-04-22

CSX CSX CORP16.4K shares4.33%2026-03-312026-04-22

Sponsored

WIT WIPRO LTD315.8K shares25.52%2026-03-312026-04-22

QCOM QUALCOMM INC5.2K shares4.24%2026-03-312026-04-22

SLDE SLIDE INS HLDGS INC36.7K shares0.00%2026-03-312026-04-22

AMT AMERICAN TOWER CORP3.8K shares-7.90%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP727 shares-0.41%2026-03-312026-04-22

UMC UNITED MICROELECTRONICS CORP72.0K shares-2.51%2026-03-312026-04-22

PGR PROGRESSIVE CORP3.2K shares5.74%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC6.9K shares3.94%2026-03-312026-04-22

Sponsored

SAP SAP SE3.7K shares-12.87%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC1.4K shares6.83%2026-03-312026-04-22

EQIX EQUINIX INC640 shares7.93%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC8.7K shares1.91%2026-03-312026-04-22

MFG MIZUHO FINANCIAL GROUP INC77.6K shares-1.34%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-18.89%2026-03-312026-04-22

CNQ CANADIAN NAT RES LTD MED TER12.6K shares6.50%2026-03-312026-04-22

SO SOUTHERN CO6.3K shares-4.43%2026-03-312026-04-22

Sponsored

MPC MARATHON PETE CORP2.5K shares-18.04%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR19.8K shares6.58%2026-03-312026-04-22

TMUS T-MOBILE US INC2.9K shares-1.36%2026-03-312026-04-22

WPM WHEATON PRECIOUS METALS CORP4.6K shares-3.38%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR18.3K shares1.20%2026-03-312026-04-22

CCJ CAMECO CORP5.5K shares-9.89%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC2.0K shares2.79%2026-03-312026-04-22

GEF GREIF INC8.8K shares102.56%2026-03-312026-04-22

Sponsored

SPOT SPOTIFY TECHNOLOGY S A1.2K shares-0.16%2026-03-312026-04-22

ESGE ISHARES INC12.8K shares-4.98%2026-03-312026-04-22

GWW WW GRAINGER INC528 shares4.14%2026-03-312026-04-22

BMO BANK MONTREAL MEDIUM4.3K shares-3.36%2026-03-312026-04-22

ESGV VANGUARD WORLD FD5.1K shares5.60%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN3.6K shares10.79%2026-03-312026-04-22

STXK EA SERIES TRUST17.0K shares-0.83%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP830 shares-0.60%2026-03-312026-04-22

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HON HONEYWELL INTL INC2.5K shares-0.28%2026-03-312026-04-22

IDXX IDEXX LABS INC1.0K shares4.37%2026-03-312026-04-22

SCCO SOUTHERN COPPER CORP3.3K shares-1.36%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II10.7K shares7.84%2026-03-312026-04-22

LNG CHENIERE ENERGY INC2.0K shares6.30%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.2K shares5.80%2026-03-312026-04-22

PWR QUANTA SVCS INC1.0K shares1.62%2026-03-312026-04-22

VHT VANGUARD WORLD FD2.0K shares-7.16%2026-03-312026-04-22

Sponsored

BCS BARCLAYS PLC25.6K shares-2.35%2026-03-312026-04-22

KR KROGER CO7.4K shares2.29%2026-03-312026-04-22

MCO MOODYS CORP1.2K shares15.41%2026-03-312026-04-22

HLT HILTON WORLDWIDE HLDGS INC1.8K shares0.69%2026-03-312026-04-22

CM CANADIAN IMPERIAL BANK OF CO5.6K shares-1.10%2026-03-312026-04-22

CDNS CADENCE DESIGN SYSTEM INC1.9K shares1.70%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC9.3K shares-7.02%2026-03-312026-04-22

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares-5.11%2026-03-312026-04-22

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TT TRANE TECHNOLOGIES PLC1.3K shares5.43%2026-03-312026-04-22

PKX POSCO HOLDINGS INC9.0K shares39.69%2026-03-312026-04-22

WAB WABTEC2.1K shares7.01%2026-03-312026-04-22

BTI BRITISH AMERN TOB PLC8.9K shares5.25%2026-03-312026-04-22

QQQI NEOS ETF TRUST10.5K sharesnew addition2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP8.3K shares-3.50%2026-03-312026-04-22

WM WASTE MGMT INC DEL2.3K shares0.58%2026-03-312026-04-22

ESLT ELBIT SYS LTD605 shares-3.04%2026-03-312026-04-22

Sponsored

EGP EASTGROUP PPTYS INC2.7K shares0.00%2026-03-312026-04-22

HCA HCA HEALTHCARE INC1.1K shares-1.94%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP1.9K shares1.24%2026-03-312026-04-22

EMXC ISHARES INC6.3K shares-14.07%2026-03-312026-04-22

EOG EOG RES INC3.4K shares3.07%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP1.8K shares0.80%2026-03-312026-04-22

ENB ENBRIDGE INC9.1K shares4.15%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC8.4K shares0.25%2026-03-312026-04-22

Sponsored

NEM NEWMONT CORP4.5K shares1.64%2026-03-312026-04-22

ALL ALLSTATE CORP2.4K shares5.22%2026-03-312026-04-22

KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares1.59%2026-03-312026-04-22

LPL LG DISPLAY CO LTD125.2K shares46.55%2026-03-312026-04-22

USB US BANCORP9.3K shares1.97%2026-03-312026-04-22

ACWV ISHARES INC4.0K shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW16.7K shares8.18%2026-03-312026-04-22

AON PLC AON PLC1.5K shares5.12%2026-03-312026-04-22

Sponsored

DGRW WISDOMTREE TR5.4K shares-2.03%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares1.64%2026-03-312026-04-22

ECL ECOLAB INC1.7K shares6.06%2026-03-312026-04-22

CRH PLC CRH PLC4.4K shares8.85%2026-03-312026-04-22

INFY INFOSYS LTD33.8K shares-35.27%2026-03-312026-04-22

ET ENERGY TRANSFER L P23.6K shares3.83%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP1.6K shares7.84%2026-03-312026-04-22

GEF.B GREIF INC5.2K shares-44.27%2026-03-312026-04-22

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.77%2026-03-312026-04-22

ING ING GROEP N.V.17.2K shares4.19%2026-03-312026-04-22

CMI CUMMINS INC826 shares0.36%2026-03-312026-04-22

BNS BANK NOVA SCOTIA B C6.4K shares-4.47%2026-03-312026-04-22

VLO VALERO ENERGY CORP1.8K shares-1.05%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC1.9K shares7.05%2026-03-312026-04-22

ESGU ISHARES TR3.1K shares-0.73%2026-03-312026-04-22

AZO AUTOZONE INC130 shares-2.26%2026-03-312026-04-22

Sponsored

SU SUNCOR ENERGY INC NEW6.6K shares-0.02%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD2.2K shares-0.14%2026-03-312026-04-22

SRE SEMPRA4.5K shares9.38%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP3.6K shares-2.31%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO7.0K shares7.08%2026-03-312026-04-22

URI UNITED RENTALS INC584 shares5.99%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP5.3K shares4.89%2026-03-312026-04-22

STXD EA SERIES TRUST11.9K shares22.69%2026-03-312026-04-22

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO24.8K shares0.00%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC3.1K shares0.03%2026-03-312026-04-22

ADSK AUTODESK INC1.7K shares0.40%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION3.2K shares3.21%2026-03-312026-04-22

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.3K shares0.09%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP8.8K shares50.28%2026-03-312026-04-22

RSG REPUBLIC SVCS INC1.8K shares13.37%2026-03-312026-04-22

AWK AMERICAN WTR WKS CO INC NEW2.9K shares5.94%2026-03-312026-04-22

Sponsored

FTNT FORTINET INC4.9K shares19.15%2026-03-312026-04-22

KEP KOREA ELEC PWR CORP27.9K shares9.07%2026-03-312026-04-22

JMUB J P MORGAN EXCHANGE TRADED F7.9K shares-8.10%2026-03-312026-04-22

MFC MANULIFE FINL CORP11.5K shares0.00%2026-03-312026-04-22

SLF SUN LIFE FINANCIAL INC.6.3K shares-1.45%2026-03-312026-04-22

IXN ISHARES TR3.9K shares0.00%2026-03-312026-04-22

FAST FASTENAL CO8.5K shares2.18%2026-03-312026-04-22

BN BROOKFIELD CORP9.7K shares-10.16%2026-03-312026-04-22

Sponsored

MNST MONSTER BEVERAGE CORP NEW5.4K shares0.92%2026-03-312026-04-22

DJP BARCLAYS BANK PLC8.1K shares0.00%2026-03-312026-04-22

CBOE CBOE GLOBAL MKTS INC1.4K shares-0.36%2026-03-312026-04-22

CPNG COUPANG INC20.4K shares119.89%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC1.9K shares1.04%2026-03-312026-04-22

IX ORIX CORP12.8K shares-0.64%2026-03-312026-04-22

PDD PDD HOLDINGS INC3.7K shares29.38%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO4.5K shares-15.14%2026-03-312026-04-22

Sponsored

PABU ISHARES TR5.7K shares9.14%2026-03-312026-04-22

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.8K shares-11.14%2026-03-312026-04-22

STXE EA SERIES TRUST9.6K shares-20.48%2026-03-312026-04-22

NET CLOUDFLARE INC1.8K shares20.85%2026-03-312026-04-22

ROST ROSS STORES INC1.7K shares4.15%2026-03-312026-04-22

AFL AFLAC INC3.4K shares1.55%2026-03-312026-04-22

BP BP PLC7.9K shares-11.84%2026-03-312026-04-22

APP APPLOVIN CORP937 shares-9.99%2026-03-312026-04-22

Sponsored

O REALTY INCOME CORP6.1K shares11.50%2026-03-312026-04-22

EBAY EBAY INC.4.1K shares0.47%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.7K shares10.26%2026-03-312026-04-22

CVS CVS HEALTH CORP5.1K shares-12.85%2026-03-312026-04-22

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV14.5K shares-7.19%2026-03-312026-04-22

JBL JABIL INC1.4K shares4.28%2026-03-312026-04-22

WS WORTHINGTON STL INC12.1K shares0.01%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC849 shares29.42%2026-03-312026-04-22

Sponsored

IMO IMPERIAL OIL LTD2.8K shares-6.00%2026-03-312026-04-22

MGC VANGUARD WORLD FD1.5K shares0.20%2026-03-312026-04-22

E ENI SPA6.4K shares0.00%2026-03-312026-04-22

KGC KINROSS GOLD CORP11.7K shares-10.30%2026-03-312026-04-22

CASY CASEYS GEN STORES INC490 shares-2.97%2026-03-312026-04-22

CNI CANADIAN NATL RY CO3.5K shares6.25%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS461 shares0.66%2026-03-312026-04-22

GSK PLC GSK PLC6.4K shares0.33%2026-03-312026-04-22

Sponsored

NATIONAL GRID PLC NATIONAL GRID PLC4.2K shares5.93%2026-03-312026-04-22

AME AMETEK INC1.6K shares-3.02%2026-03-312026-04-22

VSGX VANGUARD WORLD FD4.9K shares-2.67%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I1.2K shares-3.37%2026-03-312026-04-22

IONQ IONQ INC12.1K shares-3.54%2026-03-312026-04-22

TRGP TARGA RES CORP1.4K shares0.66%2026-03-312026-04-22

NMR NOMURA HLDGS INC43.8K shares0.49%2026-03-312026-04-22

DX DYNEX CAP INC26.9K shares-38.05%2026-03-312026-04-22

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN1.8K shares3.80%2026-03-312026-04-22

AMP AMERIPRISE FINL INC765 shares-2.80%2026-03-312026-04-22

SNPS SYNOPSYS INC857 shares-12.91%2026-03-312026-04-22

CTAS CINTAS CORP2.0K shares-0.25%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC937 shares6.96%2026-03-312026-04-22

SPG SIMON PPTY GROUP INC NEW1.8K shares1.54%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC1.8K shares2.80%2026-03-312026-04-22

BUD ANHEUSER BUSCH INBEV SA NV4.8K shares-0.25%2026-03-312026-04-22

Sponsored

VBK VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-22

GRUPO CIBEST SA GRUPO CIBEST SA4.5K shares0.31%2026-03-312026-04-22

EA ELECTRONIC ARTS INC1.6K shares1.59%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC554 shares-0.89%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC2.0K shares14.23%2026-03-312026-04-22

IWP ISHARES TR2.5K shares0.04%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP1.1K shares1.64%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO1.2K shares1.37%2026-03-312026-04-22

Sponsored

LYG LLOYDS BANKING GROUP PLC63.1K shares0.00%2026-03-312026-04-22

HPE HEWLETT PACKARD ENTERPRISE C13.3K shares-1.86%2026-03-312026-04-22

SNY SANOFI SA6.6K shares-0.33%2026-03-312026-04-22

NVO NOVO-NORDISK A S8.6K shares-40.27%2026-03-312026-04-22

GM GENERAL MTRS CO4.2K shares5.31%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC3.6K shares-23.21%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST4.4K shares0.23%2026-03-312026-04-22

TFC TRUIST FINL CORP6.7K shares1.44%2026-03-312026-04-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL784 shares-3.92%2026-03-312026-04-22

EQNR EQUINOR ASA7.3K sharesnew addition2026-03-312026-04-22

NUE NUCOR CORP1.8K shares0.11%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP7.4K shares-0.63%2026-03-312026-04-22

VST VISTRA CORP2.0K shares16.25%2026-03-312026-04-22

AIG AMERICAN INTL GROUP INC4.0K shares-8.24%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC5.2K shares2.57%2026-03-312026-04-22

NOK NOKIA CORP37.1K shares-0.39%2026-03-312026-04-22

Sponsored

RIO RIO TINTO PLC3.2K shares10.06%2026-03-312026-04-22

YUM YUM BRANDS INC1.9K shares6.88%2026-03-312026-04-22

VFH VANGUARD WORLD FD2.5K shares-0.93%2026-03-312026-04-22

TAK TAKEDA PHARMACEUTICAL CO LTD16.0K shares4.57%2026-03-312026-04-22

SLB SLB LIMITED5.7K shares1.79%2026-03-312026-04-22

DVN DEVON ENERGY CORP NEW5.8K shares1.79%2026-03-312026-04-22

VPU VANGUARD WORLD FD1.5K shares0.41%2026-03-312026-04-22

DDOG DATADOG INC2.5K shares12.48%2026-03-312026-04-22

Sponsored

SPIB SPDR SERIES TRUST8.7K shares-1.76%2026-03-312026-04-22

AEIS ADVANCED ENERGY INDS898 sharesnew addition2026-03-312026-04-22

WBD WARNER BROS DISCOVERY INC10.5K shares-3.85%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP3.0K shares14.48%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40468 shares0.00%2026-03-312026-04-22

CTVA CORTEVA INC3.4K shares0.20%2026-03-312026-04-22

NI NISOURCE INC6.1K shares0.78%2026-03-312026-04-22

FRME FIRST MERCHANTS CORP7.3K shares0.00%2026-03-312026-04-22

Sponsored

ARGX ARGENX SE388 shares-3.48%2026-03-312026-04-22

STT STATE STR CORP2.2K shares29.72%2026-03-312026-04-22

WDS WOODSIDE ENERGY GROUP LTD11.7K shares-2.56%2026-03-312026-04-22

MSCI MSCI INC516 shares0.78%2026-03-312026-04-22

LITE LUMENTUM HLDGS INC395 sharesnew addition2026-03-312026-04-22

EXC EXELON CORP5.6K shares-0.35%2026-03-312026-04-22

NDAQ NASDAQ INC3.3K shares15.95%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND594 shares0.17%2026-03-312026-04-22

Sponsored

NTR NUTRIEN LTD3.6K shares0.95%2026-03-312026-04-22

PCAR PACCAR INC2.4K shares0.08%2026-03-312026-04-22

BWA BORGWARNER INC5.0K shares-0.24%2026-03-312026-04-22

IWM ISHARES TR1.1K shares0.83%2026-03-312026-04-22

ABNB AIRBNB INC2.2K shares15.25%2026-03-312026-04-22

PUK PRUDENTIAL PLC9.6K shares4.78%2026-03-312026-04-22

OKE ONEOK INC NEW3.0K shares0.87%2026-03-312026-04-22

IWD ISHARES TR1.3K shares0.16%2026-03-312026-04-22

Sponsored

BDX BECTON DICKINSON & CO1.7K shares2.74%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC4.5K shares-0.27%2026-03-312026-04-22

BAP CREDICORP LTD794 shares-2.10%2026-03-312026-04-22

ARKK ARK ETF TR3.9K shares2.21%2026-03-312026-04-22

MPWR MONOLITHIC PWR SYS INC243 shares2.53%2026-03-312026-04-22

WDAY WORKDAY INC2.0K shares0.15%2026-03-312026-04-22

D DOMINION ENERGY INC4.3K shares0.42%2026-03-312026-04-22

EFAV ISHARES TR2.9K shares0.00%2026-03-312026-04-22

Sponsored

CIEN CIENA CORP672 sharesnew addition2026-03-312026-04-22

COHERENT CORP COHERENT CORP1.1K sharesnew addition2026-03-312026-04-22

ED CONSOLIDATED EDISON INC2.3K sharesnew addition2026-03-312026-04-22

PAYX PAYCHEX INC2.8K shares43.33%2026-03-312026-04-22

IHG INTERCONTINENTAL HOTELS GROU1.9K shares12.18%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST3.6K shares0.22%2026-03-312026-04-22

AEE AMEREN CORP2.3K sharesnew addition2026-03-312026-04-22

STLD STEEL DYNAMICS INC1.4K shares0.07%2026-03-312026-04-22

Sponsored

TKC TURKCELL ILETISIM42.0K shares0.58%2026-03-312026-04-22

CBRE CBRE GROUP INC1.9K shares-3.04%2026-03-312026-04-22

OXY OCCIDENTAL PETE CORP3.9K sharesnew addition2026-03-312026-04-22

VRSN VERISIGN INC1.0K shares2.65%2026-03-312026-04-22

RELX RELX PLC7.4K shares-10.77%2026-03-312026-04-22

ELPC COMPANHIA PARANAENSE DE ENER20.6K shares-10.25%2026-03-312026-04-22

BBWI BATH & BODY WORKS INC13.1K shares-1.73%2026-03-312026-04-22

EMN EASTMAN CHEM CO3.2K shares-0.77%2026-03-312026-04-22

Sponsored

USRT ISHARES TR4.1K shares1.60%2026-03-312026-04-22

ES EVERSOURCE ENERGY3.5K shares-0.93%2026-03-312026-04-22

RPRX ROYALTY PHARMA PLC5.1K sharesnew addition2026-03-312026-04-22

TRP TC ENERGY CORP3.9K shares-5.52%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC7.5K shares1.26%2026-03-312026-04-22

VTES VANGUARD WELLINGTON FD2.4K shares0.42%2026-03-312026-04-22

HAL HALLIBURTON CO6.2K sharesnew addition2026-03-312026-04-22

HDV ISHARES TR1.8K shares4.24%2026-03-312026-04-22

Sponsored

IBIT ISHARES BITCOIN TRUST ETF6.3K sharesnew addition2026-03-312026-04-22

NTES NETEASE COM INC2.1K shares4.33%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO3.3K sharesnew addition2026-03-312026-04-22

SBS COMPANHIA DE SANEAMENTO BASI7.8K sharesnew addition2026-03-312026-04-22

IJR ISHARES TR1.9K shares0.94%2026-03-312026-04-22

SUSB ISHARES TR9.5K shares4.32%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL7.1K sharesnew addition2026-03-312026-04-22

BIIB BIOGEN INC1.3K shares0.23%2026-03-312026-04-22

Sponsored

TGT TARGET CORP1.9K sharesnew addition2026-03-312026-04-22

JD JD.COM INC8.0K shares3.82%2026-03-312026-04-22

EXPE EXPEDIA GROUP INC1.0K shares6.80%2026-03-312026-04-22

NU NU HLDGS LTD16.1K shares2.83%2026-03-312026-04-22

FDX FEDEX CORP649 sharesnew addition2026-03-312026-04-22

FIX COMFORT SYS USA INC167 sharesnew addition2026-03-312026-04-22

VSCO VICTORIAS SECRET AND CO4.9K shares-7.09%2026-03-312026-04-22

WCN WASTE CONNECTIONS INC1.4K shares-0.28%2026-03-312026-04-22

Sponsored

EAGG ISHARES TR4.8K shares0.86%2026-03-312026-04-22

IBP INSTALLED BLDG PRODS INC858 shares0.00%2026-03-312026-04-22

TEVA TEVA PHARMACEUTICAL INDS LTD7.6K shares0.00%2026-03-312026-04-22

EFA ISHARES TR2.3K shares0.82%2026-03-312026-04-22

TDG TRANSDIGM GROUP INC195 shares-12.56%2026-03-312026-04-22

QTUM ETF SER SOLUTIONS2.1K shares0.05%2026-03-312026-04-22

DHI D R HORTON INC1.6K shares8.38%2026-03-312026-04-22

PRK PARK NATL CORP1.4K shares0.07%2026-03-312026-04-22

Sponsored

DB DEUTSCHE BK AG7.6K shares0.38%2026-03-312026-04-22

TLK TELEKOMUNIKASI IND12.0K shares-2.88%2026-03-312026-04-22

NTAP NETAPP INC2.2K shares15.22%2026-03-312026-04-22

GRMN GARMIN LTD968 sharesnew addition2026-03-312026-04-22

CE CELANESE CORP DEL3.4K sharesnew addition2026-03-312026-04-22

ACGL ARCH CAP GROUP LTD2.3K shares0.61%2026-03-312026-04-22

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-04-22

SYY SYSCO CORP3.1K shares17.48%2026-03-312026-04-22

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC949 shares0.32%2026-03-312026-04-22

TER TERADYNE INC746 sharesnew addition2026-03-312026-04-22

PBA PEMBINA PIPELINE CORP4.9K sharesnew addition2026-03-312026-04-22

TDY TELEDYNE TECHNOLOGIES INC364 sharesnew addition2026-03-312026-04-22

MTD METTLER TOLEDO INTERNATIONAL174 sharesnew addition2026-03-312026-04-22

DAL DELTA AIR LINES INC3.3K shares9.17%2026-03-312026-04-22

COIN COINBASE GLOBAL INC1.2K shares30.99%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2026-03-312026-04-22

Sponsored

DG DOLLAR GEN CORP1.8K shares-0.49%2026-03-312026-04-22

ZTO ZTO EXPRESS CAYMAN INC8.6K sharesnew addition2026-03-312026-04-22

EW EDWARDS LIFESCIENCES CORP2.7K shares-0.11%2026-03-312026-04-22

NRG NRG ENERGY INC1.5K shares0.89%2026-03-312026-04-22

VEA

VANGUARD TAX-MANAGED FDS

-1.61%

Shares1.7M

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

2.32%

Shares153.7K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

6.78%

Shares844.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

2.41%

Shares233.3K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

0.24%

Shares603.4K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

1.95%

Shares283.2K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

0.62%

Shares1.0M

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

6.57%

Shares1.0M

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

5.36%

Shares768.5K

Event2026-03-31

Filed2026-04-22

REET

ISHARES TR

2.97%

Shares1.6M

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

2.67%

Shares134.1K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

5.23%

Shares432.0K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

2.13%

Shares176.7K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-1.46%

Shares108.9K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.21%

Shares99.1K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.69%

Shares54.5K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

-0.06%

Shares187.2K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

3.84%

Shares229.4K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

1.08%

Shares231.2K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

8.70%

Shares141.3K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

6.11%

Shares30.7K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.32%

Shares49.2K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-0.10%

Shares205.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

2.92%

Shares67.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-0.14%

Shares52.0K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

5.15%

Shares272.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

1.57%

Shares47.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

3.14%

Shares43.7K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

-1.37%

Shares119.7K

Event2026-03-31

Filed2026-04-22

SUB

ISHARES TR

12.22%

Shares111.8K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

2.10%

Shares232.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

2.36%

Shares26.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

6.60%

Shares61.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

3.52%

Shares27.6K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

1.91%

Shares108.9K

Event2026-03-31

Filed2026-04-22

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares167.8K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.12%

Shares21.0K

Event2026-03-31

Filed2026-04-22