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The Analysis of Perigon Wealth Management, LLC's Holdings & P&L

Currently, Perigon Wealth Management, LLC holds 1285 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in CORO (+613.5K shares, valued at $19.7M), N/A (+28.5K shares, valued at $17.1M), SCHR (+508.5K shares, valued at $12.7M); decreased their positions in OEF (-68.6K shares, valued at $21.8M), BBIN (-124.9K shares, valued at $9.1M), VTI (-24.7K shares, valued at $7.9M); initiated new positions in CORO (+613.5K shares, valued at $19.7M), JIRE (+121.0K shares, valued at $9.2M), PZA (+251.8K shares, valued at $5.8M).

1M P&L

+158.3M+3.01%

3M P&L

-151.1M-2.71%

HY P&L

-6.4M-0.12%

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/A2.8B

56.6%

2Semiconductors341.2M

7.0%

3Consumer Electronics288.0M

5.9%

Top Industries by Stock Count

1N/A557 stocks

46.1%

2Software - Application28 stocks

2.3%

3Banks - Regional26 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.7M shares-1.14%2026-03-312026-04-10

AAPL APPLE INC1.1M shares0.35%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS234.3K shares13.87%2026-03-312026-04-10

IVV ISHARES TR170.0K shares-1.32%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR178.4K shares-0.24%2026-03-312026-04-10

VGIT VANGUARD SCOTTSDALE FDS1.6M shares11.44%2026-03-312026-04-10

AMZN AMAZON COM INC444.4K shares-0.78%2026-03-312026-04-10

ALPHABET INC ALPHABET INC275.5K shares-1.84%2026-03-312026-04-10

Sponsored

MSFT MICROSOFT CORP187.9K shares2.97%2026-03-312026-04-10

BIL SPDR SERIES TRUST696.1K shares5.84%2026-03-312026-04-10

ALPHABET INC ALPHABET INC220.9K shares2.26%2026-03-312026-04-10

QLTY GMO ETF TRUST1.7M shares5.16%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST1.5M shares-0.50%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T90.4K shares2.85%2026-03-312026-04-10

BBUS J P MORGAN EXCHANGE TRADED F449.9K shares3.90%2026-03-312026-04-10

OXY OCCIDENTAL PETE CORP804.0K shares-0.04%2026-03-312026-04-10

Sponsored

GLD SPDR GOLD TR121.1K shares-12.91%2026-03-312026-04-10

BROADCOM INC BROADCOM INC150.7K shares-1.63%2026-03-312026-04-10

VUG VANGUARD INDEX FDS104.0K shares7.02%2026-03-312026-04-10

META META PLATFORMS INC74.3K shares-0.80%2026-03-312026-04-10

IVE ISHARES TR200.3K shares-4.28%2026-03-312026-04-10

SGOV ISHARES TR405.7K shares17.82%2026-03-312026-04-10

TSLA TESLA INC105.9K shares0.85%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO132.5K shares0.23%2026-03-312026-04-10

Sponsored

DFAI DIMENSIONAL ETF TRUST999.4K shares4.62%2026-03-312026-04-10

GRID FIRST TR EXCHANGE-TRADED FD228.8K shares-6.95%2026-03-312026-04-10

V VISA INC123.1K shares-3.16%2026-03-312026-04-10

VTI VANGUARD INDEX FDS110.1K shares-18.33%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR1.4M shares3.74%2026-03-312026-04-10

LLY ELI LILLY & CO37.8K shares2.26%2026-03-312026-04-10

HD HOME DEPOT INC103.4K shares-0.02%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST577.8K shares-12.29%2026-03-312026-04-10

Sponsored

AGG ISHARES TR337.2K shares17.64%2026-03-312026-04-10

IUSB ISHARES TR679.2K shares7.23%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR1.2M shares4.09%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR342.5K shares-16.54%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL62.5K shares-0.37%2026-03-312026-04-10

PHO INVESCO EXCHANGE TRADED FD T427.2K shares11.17%2026-03-312026-04-10

DFAE DIMENSIONAL ETF TRUST817.1K shares4.37%2026-03-312026-04-10

QUAL ISHARES TR134.3K shares1.61%2026-03-312026-04-10

Sponsored

BBIN J P MORGAN EXCHANGE TRADED F340.4K shares-26.84%2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR850.1K shares-0.12%2026-03-312026-04-10

EFV ISHARES TR332.3K shares-4.46%2026-03-312026-04-10

ABBV ABBVIE INC110.1K shares-1.59%2026-03-312026-04-10

FBND FIDELITY MERRIMACK STR TR521.5K shares6.64%2026-03-312026-04-10

XOM EXXON MOBIL CORP139.5K shares0.67%2026-03-312026-04-10

IJR ISHARES TR188.7K shares-3.75%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS349.9K shares3.59%2026-03-312026-04-10

Sponsored

MA MASTERCARD INCORPORATED44.1K shares-0.19%2026-03-312026-04-10

MUB ISHARES TR204.3K shares5.08%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION21.7K shares-2.09%2026-03-312026-04-10

IEFA ISHARES TR238.4K shares6.72%2026-03-312026-04-10

IYW ISHARES TR117.8K shares-0.77%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON87.1K shares-0.72%2026-03-312026-04-10

IWB ISHARES TR59.2K shares0.41%2026-03-312026-04-10

SPMO INVESCO EXCH TRADED FD TR II187.6K shares8.00%2026-03-312026-04-10

Sponsored

VGT VANGUARD WORLD FD29.5K shares1.56%2026-03-312026-04-10

MCO MOODYS CORP46.3K shares-16.26%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO66.3K shares9.18%2026-03-312026-04-10

IEMG ISHARES INC283.9K shares4.70%2026-03-312026-04-10

CORO BLACKROCK ETF TRUST613.5K sharesnew addition2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS387.2K shares18.22%2026-03-312026-04-10

SCHV SCHWAB STRATEGIC TR629.0K shares2.50%2026-03-312026-04-10

MCD MCDONALDS CORP60.4K shares0.77%2026-03-312026-04-10

Sponsored

DFAU DIMENSIONAL ETF TRUST409.4K shares-0.14%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR181.8K shares1.25%2026-03-312026-04-10

WMT WALMART INC144.2K shares-3.32%2026-03-312026-04-10

DFSV DIMENSIONAL ETF TRUST488.0K shares6.63%2026-03-312026-04-10

NFLX NETFLIX INC.174.8K shares4.27%2026-03-312026-04-10

IJH ISHARES TR241.5K shares-13.27%2026-03-312026-04-10

AVLV AMERICAN CENTY ETF TR190.4K shares11.58%2026-03-312026-04-10

SHLD GLOBAL X FDS213.8K shares98.01%2026-03-312026-04-10

Sponsored

CVX CHEVRON CORPORATION72.1K shares-1.16%2026-03-312026-04-10

BNDX VANGUARD CHARLOTTE FDS310.5K shares10.27%2026-03-312026-04-10

SCHR SCHWAB STRATEGIC TR592.9K shares602.60%2026-03-312026-04-10

THRO BLACKROCK ETF TRUST400.7K shares8.09%2026-03-312026-04-10

VTV VANGUARD INDEX FDS73.9K shares-0.84%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS307.3K shares-24.94%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR98.2K shares-13.14%2026-03-312026-04-10

VMBS VANGUARD SCOTTSDALE FDS303.3K shares6.65%2026-03-312026-04-10

Sponsored

EFA ISHARES TR146.2K shares1.21%2026-03-312026-04-10

GOVT ISHARES TR619.8K shares-6.12%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC95.1K shares30.54%2026-03-312026-04-10

RTX RTX CORPORATION69.3K shares-7.72%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC26.8K shares-0.91%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS60.8K shares-5.93%2026-03-312026-04-10

SPTL SPDR SERIES TRUST494.7K shares-4.60%2026-03-312026-04-10

IWR ISHARES TR133.2K shares-1.30%2026-03-312026-04-10

Sponsored

CME CME GROUP INC43.2K shares-6.62%2026-03-312026-04-10

IVW ISHARES TR111.0K shares7.90%2026-03-312026-04-10

PPA INVESCO EXCHANGE TRADED FD T75.5K shares0.43%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC42.1K shares6.65%2026-03-312026-04-10

QQA INVESCO ACTIVELY MANAGED EXC246.1K shares3.38%2026-03-312026-04-10

JPIE J P MORGAN EXCHANGE TRADED F259.2K shares6.51%2026-03-312026-04-10

VONV VANGUARD SCOTTSDALE FDS126.9K shares143.49%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP19.7K shares3.22%2026-03-312026-04-10

Sponsored

WFC WELLS FARGO & CO143.7K shares-2.79%2026-03-312026-04-10

EQIX EQUINIX INC11.5K shares262.71%2026-03-312026-04-10

MBB ISHARES TR118.1K shares-1.69%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS152.2K shares-12.06%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC54.6K shares2.50%2026-03-312026-04-10

DE DEERE & CO19.6K shares6.11%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS220.5K shares0.11%2026-03-312026-04-10

NEE NEXTERA ENERGY INC117.6K shares1.62%2026-03-312026-04-10

Sponsored

SUSB ISHARES TR435.2K shares-9.51%2026-03-312026-04-10

VB VANGUARD INDEX FDS41.6K shares-0.14%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC31.9K shares-0.66%2026-03-312026-04-10

TSPA T ROWE PRICE ETF INC262.7K shares5.99%2026-03-312026-04-10

SCHW SCHWAB CHARLES CORP112.7K shares-26.42%2026-03-312026-04-10

PG PROCTER & GAMBLE CO72.7K shares8.60%2026-03-312026-04-10

CSCO CISCO SYS INC132.6K shares-12.97%2026-03-312026-04-10

EEM ISHARES TR177.9K shares19.88%2026-03-312026-04-10

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F214.3K shares4.84%2026-03-312026-04-10

BAC BANK AMERICA CORP206.5K shares2.76%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T52.4K shares3.90%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC86.9K shares8.62%2026-03-312026-04-10

IWM ISHARES TR39.5K shares-30.25%2026-03-312026-04-10

KO COCA COLA CO127.4K shares-8.44%2026-03-312026-04-10

JPST J P MORGAN EXCHANGE TRADED F191.1K shares8.85%2026-03-312026-04-10

BINC BLACKROCK ETF TRUST II186.0K shares-10.56%2026-03-312026-04-10

Sponsored

AVDE AMERICAN CENTY ETF TR113.8K shares-0.46%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC80.2K shares1.37%2026-03-312026-04-10

JQUA J P MORGAN EXCHANGE TRADED F156.3K shares0.95%2026-03-312026-04-10

IWF ISHARES TR22.3K shares-1.84%2026-03-312026-04-10

AVES AMERICAN CENTY ETF TR157.8K shares2.67%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T196.8K shares3.22%2026-03-312026-04-10

JIRE J P MORGAN EXCHANGE TRADED F121.0K sharesnew addition2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP42.9K shares-3.33%2026-03-312026-04-10

Sponsored

SCHC SCHWAB STRATEGIC TR195.4K shares13.15%2026-03-312026-04-10

TLT ISHARES TR103.9K shares-6.89%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR196.0K shares273.43%2026-03-312026-04-10

HYMB SPDR SERIES TRUST362.3K shares-10.57%2026-03-312026-04-10

VEU VANGUARD INTL EQUITY INDEX F116.9K shares1.03%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC173.8K shares3.89%2026-03-312026-04-10

AVUS AMERICAN CENTY ETF TR77.1K shares-1.35%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO34.2K shares0.65%2026-03-312026-04-10

Sponsored

XLE SELECT SECTOR SPDR TR135.6K shares85.12%2026-03-312026-04-10

LQD ISHARES TR75.6K shares7.96%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR73.9K shares16.30%2026-03-312026-04-10

AMAT APPLIED MATLS INC23.5K shares0.31%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC9.5K shares-0.38%2026-03-312026-04-10

EMXC ISHARES INC100.7K shares10.62%2026-03-312026-04-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO147.8K shares-7.01%2026-03-312026-04-10

DIS DISNEY WALT CO80.9K shares-5.72%2026-03-312026-04-10

Sponsored

SPAB SPDR SERIES TRUST302.8K shares-2.13%2026-03-312026-04-10

JMUB J P MORGAN EXCHANGE TRADED F153.9K shares-1.52%2026-03-312026-04-10

GSEW GOLDMAN SACHS ETF TR90.0K shares3.59%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F140.9K shares4.72%2026-03-312026-04-10

IDEV ISHARES TR90.6K shares-6.66%2026-03-312026-04-10

JFLX J P MORGAN EXCHANGE TRADED F152.3K shares4.36%2026-03-312026-04-10

IUSG ISHARES TR48.7K shares-1.80%2026-03-312026-04-10

PULS PGIM ETF TR148.9K shares67.55%2026-03-312026-04-10

Sponsored

DFIV DIMENSIONAL ETF TRUST139.3K shares0.71%2026-03-312026-04-10

TFLO ISHARES TR144.8K shares1.36%2026-03-312026-04-10

CAT CATERPILLAR INC10.3K shares-6.34%2026-03-312026-04-10

GEV GE VERNOVA INC8.4K shares15.92%2026-03-312026-04-10

GBIL GOLDMAN SACHS ETF TR72.7K shares17.77%2026-03-312026-04-10

PEP PEPSICO INC46.7K shares-9.84%2026-03-312026-04-10

KLAC KLA CORP4.9K shares5.25%2026-03-312026-04-10

MS MORGAN STANLEY43.5K shares2.19%2026-03-312026-04-10

Sponsored

STIP ISHARES TR68.3K shares-0.75%2026-03-312026-04-10

CRM SALESFORCE INC37.8K shares-20.07%2026-03-312026-04-10

MOAT VANECK ETF TRUST71.9K shares-15.01%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC59.5K shares-1.83%2026-03-312026-04-10

VT VANGUARD INTL EQUITY INDEX F48.9K shares4.49%2026-03-312026-04-10

ESS ESSEX PPTY TR INC27.8K shares0.51%2026-03-312026-04-10

SHY ISHARES TR81.4K shares3.11%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS84.5K shares3.79%2026-03-312026-04-10

Sponsored

XLK SELECT SECTOR SPDR TR50.2K shares-1.65%2026-03-312026-04-10

DSI ISHARES TR54.9K shares2.07%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS59.4K shares333.77%2026-03-312026-04-10

VBIL VANGUARD INSTL INDEX FD83.7K shares5.59%2026-03-312026-04-10

ABT ABBOTT LABORATORIES60.9K shares-17.02%2026-03-312026-04-10

VO VANGUARD INDEX FDS21.4K shares0.21%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS25.2K shares0.06%2026-03-312026-04-10

APP APPLOVIN CORP15.0K shares-0.46%2026-03-312026-04-10

Sponsored

REGN REGENERON PHARMACEUTICALS7.7K shares-1.99%2026-03-312026-04-10

IWY ISHARES TR23.7K shares2.78%2026-03-312026-04-10

VOE VANGUARD INDEX FDS32.0K shares9.55%2026-03-312026-04-10

JSCP J P MORGAN EXCHANGE TRADED F124.4K shares3.50%2026-03-312026-04-10

SUSC ISHARES TR252.8K shares0.74%2026-03-312026-04-10

VCIT VANGUARD SCOTTSDALE FDS70.7K shares1.85%2026-03-312026-04-10

WM WASTE MGMT INC DEL25.4K shares5.91%2026-03-312026-04-10

IEF ISHARES TR60.8K shares9.59%2026-03-312026-04-10

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F68.5K shares-0.85%2026-03-312026-04-10

PZA INVESCO EXCH TRADED FD TR II251.8K sharesnew addition2026-03-312026-04-10

HON HONEYWELL INTL INC25.4K shares15.56%2026-03-312026-04-10

JAVA J P MORGAN EXCHANGE TRADED F79.6K shares-1.92%2026-03-312026-04-10

ICE INTERCONTINENTAL EXCHANGE IN36.0K shares9.13%2026-03-312026-04-10

MO ALTRIA GROUP INC85.3K shares43.55%2026-03-312026-04-10

NOW SERVICENOW INC53.7K shares46.82%2026-03-312026-04-10

MMM 3M CO38.6K shares15.23%2026-03-312026-04-10

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T121.3K shares-1.27%2026-03-312026-04-10

USMV ISHARES TR59.9K shares-5.78%2026-03-312026-04-10

ORCL ORACLE CORP37.7K shares14.02%2026-03-312026-04-10

AMGN AMGEN INC15.8K shares3.27%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR180.4K shares6.28%2026-03-312026-04-10

ESGU ISHARES TR39.0K shares-0.93%2026-03-312026-04-10

SCHE SCHWAB STRATEGIC TR167.0K shares8.92%2026-03-312026-04-10

NET CLOUDFLARE INC26.6K shares11.56%2026-03-312026-04-10

Sponsored

RMD RESMED INC24.4K shares0.24%2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC44.6K shares0.87%2026-03-312026-04-10

SCMB SCHWAB STRATEGIC TR211.8K shares8.20%2026-03-312026-04-10

VOT VANGUARD INDEX FDS21.0K shares9.91%2026-03-312026-04-10

GILD GILEAD SCIENCES INC38.6K shares1.28%2026-03-312026-04-10

GLW CORNING INC38.6K shares84.73%2026-03-312026-04-10

BLCR BLACKROCK ETF TRUST127.5K sharesnew addition2026-03-312026-04-10

JEMA J P MORGAN EXCHANGE TRADED F100.4K shares13.92%2026-03-312026-04-10

Sponsored

QCOM QUALCOMM INC40.4K shares-5.55%2026-03-312026-04-10

SPYM SPDR SERIES TRUST67.6K shares5.15%2026-03-312026-04-10

IUSV ISHARES TR50.4K shares-1.48%2026-03-312026-04-10

VBK VANGUARD INDEX FDS16.9K shares7.25%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE17.8K shares-5.70%2026-03-312026-04-10

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II101.0K sharesnew addition2026-03-312026-04-10

SUB ISHARES TR46.9K shares2.77%2026-03-312026-04-10

IBIT ISHARES BITCOIN TRUST ETF129.8K shares4.77%2026-03-312026-04-10

Sponsored

VBR VANGUARD INDEX FDS22.8K shares-0.13%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F87.1K shares-4.64%2026-03-312026-04-10

VGSH VANGUARD SCOTTSDALE FDS84.2K shares-6.72%2026-03-312026-04-10

AVEM AMERICAN CENTY ETF TR61.2K shares5.93%2026-03-312026-04-10

RDVY FIRST TR EXCHANGE TRADED FD72.0K shares-0.49%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS62.5K shares7.41%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC12.6K shares8.19%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC10.5K shares2.84%2026-03-312026-04-10

Sponsored

MDY STATE STR SPDR S&P MIDCAP 407.8K shares1.96%2026-03-312026-04-10

DFSI DIMENSIONAL ETF TRUST111.4K shares1.28%2026-03-312026-04-10

SPIB SPDR SERIES TRUST137.5K shares-0.37%2026-03-312026-04-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP13.3K shares55.42%2026-03-312026-04-10

NUBD NUSHARES ETF TR204.1K shares11.61%2026-03-312026-04-10

IOO ISHARES TR37.1K shares5.05%2026-03-312026-04-10

IWD ISHARES TR20.9K shares3.68%2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR90.5K shares-0.00%2026-03-312026-04-10

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EATON CORP PLC EATON CORP PLC12.4K shares12.85%2026-03-312026-04-10

T AT&T INC151.8K shares-1.39%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO72.0K shares-0.92%2026-03-312026-04-10

VSS VANGUARD INTL EQUITY INDEX F29.7K shares2.75%2026-03-312026-04-10

VXUS VANGUARD STAR FDS56.1K shares1.55%2026-03-312026-04-10

HELO J P MORGAN EXCHANGE TRADED F67.4K shares5.05%2026-03-312026-04-10

SCHZ SCHWAB STRATEGIC TR184.4K shares6.17%2026-03-312026-04-10

ACM AECOM50.3K shares-5.58%2026-03-312026-04-10

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UBER UBER TECHNOLOGIES INC59.0K shares-31.87%2026-03-312026-04-10

PFE PFIZER INC149.4K shares4.36%2026-03-312026-04-10

SLV ISHARES SILVER TR61.4K shares-3.23%2026-03-312026-04-10

BIV VANGUARD BD INDEX FDS53.9K shares16.39%2026-03-312026-04-10

MLM MARTIN MARIETTA MATLS INC7.1K shares42.49%2026-03-312026-04-10

SCHM SCHWAB STRATEGIC TR133.8K shares0.12%2026-03-312026-04-10

CB CHUBB LTD SWITZ12.7K shares-2.46%2026-03-312026-04-10

SMH VANECK ETF TRUST10.8K shares-0.34%2026-03-312026-04-10

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COWZ PACER FDS TR65.1K shares-4.72%2026-03-312026-04-10

NEM NEWMONT CORP37.4K shares-3.80%2026-03-312026-04-10

XAR SPDR SERIES TRUST15.9K shares-6.13%2026-03-312026-04-10

PROSHARES TR PROSHARES TR106.3K sharesnew addition2026-03-312026-04-10

MQ MARQETA INC973.0K shares0.13%2026-03-312026-04-10

DGRW WISDOMTREE TR44.6K shares-0.60%2026-03-312026-04-10

SMLF ISHARES TR51.6K shares27.51%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC11.5K shares4.84%2026-03-312026-04-10

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SPGP INVESCO EXCHANGE TRADED FD T35.9K shares11.27%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN18.8K shares0.99%2026-03-312026-04-10

SCHA SCHWAB STRATEGIC TR130.0K shares-0.80%2026-03-312026-04-10

OEF ISHARES TR11.8K shares-85.28%2026-03-312026-04-10

LCTU BLACKROCK ETF TRUST53.5K shares-0.69%2026-03-312026-04-10

EUSB ISHARES TR85.5K shares5.80%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS24.7K shares6.57%2026-03-312026-04-10

GWW WW GRAINGER INC3.3K shares20.12%2026-03-312026-04-10

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SCHH SCHWAB STRATEGIC TR168.8K shares12.71%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L95.1K shares-0.27%2026-03-312026-04-10

CMI CUMMINS INC6.7K shares5.48%2026-03-312026-04-10

DFSU DIMENSIONAL ETF TRUST86.8K shares32.05%2026-03-312026-04-10

EFG ISHARES TR31.9K shares13.01%2026-03-312026-04-10

IDMO INVESCO EXCH TRADED FD TR II64.6K shares85.61%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC35.8K shares7.55%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC59.7K shares-0.63%2026-03-312026-04-10

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AMP AMERIPRISE FINL INC7.8K shares-5.55%2026-03-312026-04-10

SDY SPDR SERIES TRUST23.3K shares-0.50%2026-03-312026-04-10

NSC NORFOLK SOUTHN CORP11.8K shares-21.86%2026-03-312026-04-10

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD199.1K shares1.25%2026-03-312026-04-10

LINDE PLC LINDE PLC6.7K shares12.41%2026-03-312026-04-10

SCHP SCHWAB STRATEGIC TR123.5K shares7.77%2026-03-312026-04-10

VGLT VANGUARD SCOTTSDALE FDS59.3K shares5.45%2026-03-312026-04-10

JAAA JANUS DETROIT STR TR64.3K shares11.68%2026-03-312026-04-10

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NOC NORTHROP GRUMMAN CORP4.7K shares0.59%2026-03-312026-04-10

SPHY SPDR SERIES TRUST138.2K shares-4.45%2026-03-312026-04-10

JMST J P MORGAN EXCHANGE TRADED F63.2K shares41.40%2026-03-312026-04-10

EME EMCOR GROUP INC4.3K shares527.29%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC19.9K shares-31.70%2026-03-312026-04-10

ALPS ETF TR ALPS ETF TR60.5K shares43.49%2026-03-312026-04-10

AME AMETEK INC14.8K shares-1.99%2026-03-312026-04-10

RWK INVESCO EXCH TRADED FD TR II24.7K shares4.87%2026-03-312026-04-10

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MNST MONSTER BEVERAGE CORP NEW43.6K shares29.13%2026-03-312026-04-10

SO SOUTHERN CO32.7K shares17.27%2026-03-312026-04-10

NVS NOVARTIS AG20.7K shares0.80%2026-03-312026-04-10

VTC VANGUARD SCOTTSDALE FDS40.8K shares11.08%2026-03-312026-04-10

SPYV SPDR SERIES TRUST54.3K shares-11.89%2026-03-312026-04-10

DAR DARLING INGREDIENTS INC49.6K shares-31.32%2026-03-312026-04-10

IGM ISHARES TR25.8K shares1.06%2026-03-312026-04-10

SYSB ISHARES TR34.2K shares6.40%2026-03-312026-04-10

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INTC INTEL CORP67.8K shares-3.48%2026-03-312026-04-10

FNDX SCHWAB STRATEGIC TR105.5K shares1.13%2026-03-312026-04-10

JLL JONES LANG LASALLE INC9.6K shares-17.23%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC22.2K shares0.70%2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC8.4K shares6.70%2026-03-312026-04-10

THE CIGNA GROUP THE CIGNA GROUP10.8K shares0.99%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC6.5K shares6.78%2026-03-312026-04-10

ESGE ISHARES INC63.2K shares3.88%2026-03-312026-04-10

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EMR EMERSON ELEC CO21.9K shares1.09%2026-03-312026-04-10

SHEL SHELL PLC30.7K shares2.01%2026-03-312026-04-10

MOD MODINE MFG CO13.1K shares-13.53%2026-03-312026-04-10

ZTS ZOETIS INC24.0K shares1.30%2026-03-312026-04-10

IGF ISHARES TR42.3K shares-6.05%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS31.8K shares-1.97%2026-03-312026-04-10

TJX TJX COS INC NEW17.5K shares0.67%2026-03-312026-04-10

FLQM FRANKLIN TEMPLETON ETF TR50.4K shares12.23%2026-03-312026-04-10

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RF REGIONS FINANCIAL CORP NEW105.4K shares1.13%2026-03-312026-04-10

DBMF LITMAN GREGORY FDS TR89.6K shares958.10%2026-03-312026-04-10

ITOT ISHARES TR19.0K shares4.94%2026-03-312026-04-10

AOA ISHARES TR30.5K shares7.11%2026-03-312026-04-10

ASML ASML HLDG NV2.0K shares4.19%2026-03-312026-04-10

CGDV CAPITAL GROUP DIVIDEND VALUE61.9K shares1.92%2026-03-312026-04-10

GCAL GOLDMAN SACHS ETF TR51.9K shares69.96%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC15.8K shares3.73%2026-03-312026-04-10

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IEI ISHARES TR21.9K shares-3.05%2026-03-312026-04-10

MCK MCKESSON CORP3.0K shares131.62%2026-03-312026-04-10

FNDF SCHWAB STRATEGIC TR52.2K shares1.64%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC2.6K shares0.99%2026-03-312026-04-10

SBUX STARBUCKS CORP28.2K shares-24.93%2026-03-312026-04-10

DFSE DIMENSIONAL ETF TRUST59.5K shares12.80%2026-03-312026-04-10

JCI JOHNSON CONTROLS INTERNATION19.2K shares7.13%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC9.3K shares-15.29%2026-03-312026-04-10

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EAGG ISHARES TR52.6K shares12.22%2026-03-312026-04-10

FALN ISHARES TR93.4K shares1.15%2026-03-312026-04-10

FITB FIFTH THIRD BANCORP53.7K shares10.43%2026-03-312026-04-10

GPIX GOLDMAN SACHS ETF TR49.8K shares4.92%2026-03-312026-04-10

IYJ ISHARES TR16.8K shares-0.36%2026-03-312026-04-10

APH AMPHENOL CORP19.5K shares7.56%2026-03-312026-04-10

BOXX EA SERIES TRUST21.2K shares502.71%2026-03-312026-04-10

ACWV ISHARES INC20.6K shares-4.80%2026-03-312026-04-10

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.6K shares21.39%2026-03-312026-04-10

LVHI LEGG MASON ETF INVT59.7K shares-0.99%2026-03-312026-04-10

PAVE GLOBAL X FDS47.0K shares88.04%2026-03-312026-04-10

CVS CVS HEALTH CORP33.0K shares-2.64%2026-03-312026-04-10

FEGE RBB FUND TRUST50.4K shares3.80%2026-03-312026-04-10

WTAI WISDOMTREE TR83.5K shares0.00%2026-03-312026-04-10

SHW SHERWIN WILLIAMS CO7.3K shares5.88%2026-03-312026-04-10

SEIE SEI EXCHANGE TRADED FUNDS72.1K shares-4.83%2026-03-312026-04-10

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ESGV VANGUARD WORLD FD20.8K shares0.06%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP12.8K shares-4.69%2026-03-312026-04-10

ASTRAZENECA PLC ASTRAZENECA PLC11.8K sharesnew addition2026-03-312026-04-10

EWY ISHARES INC18.7K shares0.00%2026-03-312026-04-10

AZO AUTOZONE INC679 shares77.28%2026-03-312026-04-10

CIFR CIPHER DIGITAL INC176.0K sharesnew addition2026-03-312026-04-10

SRE SEMPRA23.2K shares-0.65%2026-03-312026-04-10

VGSR MANAGER DIRECTED PORTFOLIOS216.9K shares1.99%2026-03-312026-04-10

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SPSM SPDR SERIES TRUST46.4K shares10.28%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR88.8K shares2.44%2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F26.8K shares10.40%2026-03-312026-04-10

NXTG FIRST TR EXCHANGE-TRADED FD19.5K shares0.00%2026-03-312026-04-10

SHYG ISHARES TR51.6K shares-9.66%2026-03-312026-04-10

SPTM SPDR SERIES TRUST27.6K shares1.88%2026-03-312026-04-10

FNX FIRST TR EXCHANGE-TRADED ALP16.9K shares0.01%2026-03-312026-04-10

CMCSA COMCAST CORP NEW75.5K shares-19.39%2026-03-312026-04-10

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ECL ECOLAB INC8.1K shares7.38%2026-03-312026-04-10

FDX FEDEX CORP6.0K shares-4.61%2026-03-312026-04-10

SRLN SSGA ACTIVE ETF TR53.2K shares-56.04%2026-03-312026-04-10

BUFR FIRST TR EXCHNG TRADED FD VI63.3K shares-1.18%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR13.1K shares-29.38%2026-03-312026-04-10

PDBC INVESCO ACTVELY MNGD ETC FD121.8K shares-3.16%2026-03-312026-04-10

LMBS FIRST TR EXCHANGE-TRADED FD42.1K shares6.31%2026-03-312026-04-10

DXJ WISDOMTREE TR13.2K shares1.03%2026-03-312026-04-10

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SAP SAP SE12.2K shares-23.34%2026-03-312026-04-10

TMDX TRANSMEDICS GROUP INC21.0K shares-1.74%2026-03-312026-04-10

UNP UNION PAC CORP8.6K shares2.27%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC10.0K shares-8.62%2026-03-312026-04-10

SLB SLB LIMITED40.1K shares-0.61%2026-03-312026-04-10

FAST FASTENAL CO44.3K shares28.05%2026-03-312026-04-10

SYM SYMBOTIC INC38.6K shares28.49%2026-03-312026-04-10

SPGI S&P GLOBAL INC4.8K shares3.09%2026-03-312026-04-10

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SPHR SPHERE ENTERTAINMENT CO16.9K shares-4.88%2026-03-312026-04-10

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USXF ISHARES TR35.7K shares9.62%2026-03-312026-04-10

TXN TEXAS INSTRS INC10.1K shares1.02%2026-03-312026-04-10

DVY ISHARES TR13.0K shares11.04%2026-03-312026-04-10

TIP ISHARES TR17.8K shares-6.45%2026-03-312026-04-10

ICSH ISHARES TR38.7K shares86.30%2026-03-312026-04-10

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TAFI AB ACTIVE ETFS INC77.2K shares34.81%2026-03-312026-04-10

DFEM DIMENSIONAL ETF TRUST56.2K shares3.50%2026-03-312026-04-10

VALE VALE S A118.6K shares23.49%2026-03-312026-04-10

D DOMINION ENERGY INC30.5K shares16.90%2026-03-312026-04-10

INTU INTUIT4.3K shares-42.07%2026-03-312026-04-10

FTCB FIRST TR EXCHANGE-TRADED FD89.5K shares12.57%2026-03-312026-04-10

GNR SPDR INDEX SHS FDS25.0K shares0.07%2026-03-312026-04-10

SYK STRYKER CORPORATION5.7K shares5.03%2026-03-312026-04-10

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AEM AGNICO EAGLE MINES LTD9.1K shares-2.65%2026-03-312026-04-10

HYLB DBX ETF TR50.9K shares5.52%2026-03-312026-04-10

PL PLANET LABS PBC65.8K shares-53.31%2026-03-312026-04-10

EGUS ISHARES TR38.3K sharesnew addition2026-03-312026-04-10

VSGX VANGUARD WORLD FD25.5K shares1.53%2026-03-312026-04-10

RSPA INVESCO ACTIVELY MANAGED EXC36.5K shares53.79%2026-03-312026-04-10

AIQ GLOBAL X FDS38.9K shares13.31%2026-03-312026-04-10

NEAR ISHARES U S ETF TR35.6K shares-9.11%2026-03-312026-04-10

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J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F26.0K shares-0.48%2026-03-312026-04-10

WMB WILLIAMS COS INC24.5K shares-9.63%2026-03-312026-04-10

MTUM ISHARES TR7.4K shares-13.56%2026-03-312026-04-10

BITB BITWISE BITCOIN ETF TR48.1K shares8.32%2026-03-312026-04-10

EVX VANECK ETF TRUST45.1K shares0.00%2026-03-312026-04-10

EBND SPDR SERIES TRUST84.6K shares6.17%2026-03-312026-04-10

GM GENERAL MTRS CO23.0K shares-4.29%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST50.5K shares-0.03%2026-03-312026-04-10

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MELI MERCADOLIBRE INC981 shares0.62%2026-03-312026-04-10

CL COLGATE PALMOLIVE CO19.7K shares5.52%2026-03-312026-04-10

IYLD ISHARES TR77.3K shares0.63%2026-03-312026-04-10

WDC WESTERN DIGITAL CORP6.2K shares-3.17%2026-03-312026-04-10

NKE NIKE INC31.8K shares0.68%2026-03-312026-04-10

BARRICK MNG CORP BARRICK MNG CORP41.0K shares11.38%2026-03-312026-04-10

SLYV SPDR SERIES TRUST17.4K shares-19.40%2026-03-312026-04-10

RIO RIO TINTO PLC17.5K shares6.42%2026-03-312026-04-10

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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.4K shares-5.95%2026-03-312026-04-10

SLYG SPDR SERIES TRUST16.8K sharesnew addition2026-03-312026-04-10

BBEU J P MORGAN EXCHANGE TRADED F22.4K shares-2.85%2026-03-312026-04-10

ADI ANALOG DEVICES INC5.0K shares3.59%2026-03-312026-04-10

TT TRANE TECHNOLOGIES PLC3.8K shares34.44%2026-03-312026-04-10

SEIV SEI EXCHANGE TRADED FUNDS37.9K shares2.78%2026-03-312026-04-10

BMRC BANK OF MARIN BANCORP61.1K shares-0.36%2026-03-312026-04-10

SCZ ISHARES TR19.9K shares5.57%2026-03-312026-04-10

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AI C3 AI INC183.8K shares-0.08%2026-03-312026-04-10

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SEIM SEI EXCHANGE TRADED FUNDS33.7K shares4.68%2026-03-312026-04-10

ICVT ISHARES TR15.0K shares-9.78%2026-03-312026-04-10

FNDE SCHWAB STRATEGIC TR39.6K shares5.10%2026-03-312026-04-10

VTWO VANGUARD SCOTTSDALE FDS15.0K shares18.72%2026-03-312026-04-10

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DISV DIMENSIONAL ETF TRUST37.7K shares20.23%2026-03-312026-04-10

SPG SIMON PPTY GROUP INC NEW8.0K shares-0.16%2026-03-312026-04-10

SCYB SCHWAB STRATEGIC TR56.7K sharesnew addition2026-03-312026-04-10

USTB VICTORY PORTFOLIOS II29.1K shares9.27%2026-03-312026-04-10

EVUS ISHARES TR46.0K shares-9.34%2026-03-312026-04-10

TSCO TRACTOR SUPPLY CO32.1K shares2.23%2026-03-312026-04-10

SPYG SPDR SERIES TRUST14.8K shares-24.57%2026-03-312026-04-10

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HYG ISHARES TR18.2K shares100.75%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC12.7K shares3.65%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-10

YUM YUM BRANDS INC9.2K shares1.73%2026-03-312026-04-10

ZION ZIONS BANCORPORATION NATL AS24.4K sharesnew addition2026-03-312026-04-10

VHT VANGUARD WORLD FD5.2K shares-3.82%2026-03-312026-04-10

MATX MATSON INC8.5K shares1.40%2026-03-312026-04-10

MEDTRONIC PLC MEDTRONIC PLC16.1K shares-9.81%2026-03-312026-04-10

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FDMT 4D MOLECULAR THERAPEUTICS IN146.2K shares0.04%2026-03-312026-04-10

FDVV FIDELITY COVINGTON TRUST24.5K shares-14.04%2026-03-312026-04-10

SHM SPDR SERIES TRUST28.2K shares38.50%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND2.9K shares0.55%2026-03-312026-04-10

VWOB VANGUARD WHITEHALL FDS20.1K shares-73.59%2026-03-312026-04-10

EXC EXELON CORP26.9K shares18.65%2026-03-312026-04-10

GSUS GOLDMAN SACHS ETF TR14.6K shares-16.18%2026-03-312026-04-10

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HOOD ROBINHOOD MKTS INC18.8K shares95.20%2026-03-312026-04-10

HCA HCA HEALTHCARE INC2.7K shares-2.83%2026-03-312026-04-10

XLG INVESCO EXCHANGE TRADED FD T23.6K shares3.00%2026-03-312026-04-10

BKNG BOOKING HOLDINGS INC304 shares-52.72%2026-03-312026-04-10

XYL XYLEM INC10.6K shares10.89%2026-03-312026-04-10

TOTALENERGIES SE TOTALENERGIES SE14.0K shares-7.23%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.4K shares-16.28%2026-03-312026-04-10

CORZ CORE SCIENTIFIC INC NEW84.2K shares1.63%2026-03-312026-04-10

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SHV ISHARES TR11.3K shares-0.92%2026-03-312026-04-10

O REALTY INCOME CORP20.3K shares3.24%2026-03-312026-04-10

CTVA CORTEVA INC14.8K shares3.06%2026-03-312026-04-10

HEI HEICO CORP NEW4.5K shares5.29%2026-03-312026-04-10

CALI BLACKROCK ETF TRUST II24.3K shares0.00%2026-03-312026-04-10

Sponsored

SEEM SEI EXCHANGE TRADED FUNDS37.4K shares22.85%2026-03-312026-04-10

RCL ROYAL CARIBBEAN GROUP4.4K shares0.63%2026-03-312026-04-10

AWK AMERICAN WTR WKS CO INC NEW8.9K shares24.02%2026-03-312026-04-10

URNM SPROTT FDS TR19.3K shares11.64%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC7.0K shares-11.20%2026-03-312026-04-10

COIN COINBASE GLOBAL INC6.9K shares3.75%2026-03-312026-04-10

SPHD INVESCO EXCH TRADED FD TR II24.4K shares-2.70%2026-03-312026-04-10

BRX BRIXMOR PPTY GROUP INC42.0K shares4.10%2026-03-312026-04-10

Sponsored

DGS WISDOMTREE TR20.1K shares1.22%2026-03-312026-04-10

USB US BANCORP23.1K shares3.62%2026-03-312026-04-10

BOH BANK HAWAII CORP16.1K shares-1.26%2026-03-312026-04-10

HISF FIRST TR EXCHANGE-TRADED FD26.8K shares-2.83%2026-03-312026-04-10

CEG CONSTELLATION ENERGY CORP4.3K shares2.34%2026-03-312026-04-10

FIX COMFORT SYS USA INC860 shares-26.99%2026-03-312026-04-10

SNDK SANDISK CORP1.8K shares-36.52%2026-03-312026-04-10

VLO VALERO ENERGY CORP4.7K shares-9.53%2026-03-312026-04-10

Sponsored

ESGD ISHARES TR12.1K shares4.61%2026-03-312026-04-10

PGHY INVESCO EXCH TRADED FD TR II59.6K sharesnew addition2026-03-312026-04-10

OKE ONEOK INC NEW12.7K shares-3.20%2026-03-312026-04-10

ADBE ADOBE INC4.7K shares-16.06%2026-03-312026-04-10

EFAV ISHARES TR12.5K shares-4.11%2026-03-312026-04-10

JHMM JOHN HANCOCK EXCHANGE TRADED17.0K shares-28.09%2026-03-312026-04-10

CSX CSX CORP27.8K shares3.64%2026-03-312026-04-10

DMXF ISHARES TR15.1K shares37.28%2026-03-312026-04-10

Sponsored

NRG NRG ENERGY INC7.7K shares0.93%2026-03-312026-04-10

GSST GOLDMAN SACHS ETF TR22.3K shares0.70%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP1.3K shares6.53%2026-03-312026-04-10

FLMI FRANKLIN TEMPLETON ETF TR45.0K shares-1.10%2026-03-312026-04-10

NVDA

NVIDIA CORPORATION

-1.14%

Shares1.7M

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

0.35%

Shares1.1M

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

13.87%

Shares234.3K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-1.32%

Shares170.0K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-0.24%

Shares178.4K

Event2026-03-31

Filed2026-04-10

VGIT

VANGUARD SCOTTSDALE FDS

11.44%

Shares1.6M

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-0.78%

Shares444.4K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-1.84%

Shares275.5K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

2.97%

Shares187.9K

Event2026-03-31

Filed2026-04-10

BIL

SPDR SERIES TRUST

5.84%

Shares696.1K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

2.26%

Shares220.9K

Event2026-03-31

Filed2026-04-10

QLTY

GMO ETF TRUST

5.16%

Shares1.7M

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

-0.50%

Shares1.5M

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

2.85%

Shares90.4K

Event2026-03-31

Filed2026-04-10

BBUS

J P MORGAN EXCHANGE TRADED F

3.90%

Shares449.9K

Event2026-03-31

Filed2026-04-10

OXY

OCCIDENTAL PETE CORP

-0.04%

Shares804.0K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-12.91%

Shares121.1K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-1.63%

Shares150.7K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

7.02%

Shares104.0K

Event2026-03-31

Filed2026-04-10

META

META PLATFORMS INC

-0.80%

Shares74.3K

Event2026-03-31

Filed2026-04-10

IVE

ISHARES TR

-4.28%

Shares200.3K

Event2026-03-31

Filed2026-04-10

SGOV

ISHARES TR

17.82%

Shares405.7K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

0.85%

Shares105.9K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.23%

Shares132.5K

Event2026-03-31

Filed2026-04-10

DFAI

DIMENSIONAL ETF TRUST

4.62%

Shares999.4K

Event2026-03-31

Filed2026-04-10

GRID

FIRST TR EXCHANGE-TRADED FD

-6.95%

Shares228.8K

Event2026-03-31

Filed2026-04-10

VISA INC

-3.16%

Shares123.1K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-18.33%

Shares110.1K

Event2026-03-31

Filed2026-04-10

SCHF

SCHWAB STRATEGIC TR

3.74%

Shares1.4M

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

2.26%

Shares37.8K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

-0.02%

Shares103.4K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

-12.29%

Shares577.8K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

17.64%

Shares337.2K

Event2026-03-31

Filed2026-04-10

IUSB

ISHARES TR

7.23%

Shares679.2K

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

4.09%

Shares1.2M

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

-16.54%

Shares342.5K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-0.37%

Shares62.5K

Event2026-03-31

Filed2026-04-10

PHO

INVESCO EXCHANGE TRADED FD T

11.17%

Shares427.2K

Event2026-03-31

Filed2026-04-10

DFAE

DIMENSIONAL ETF TRUST

4.37%

Shares817.1K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

1.61%

Shares134.3K

Event2026-03-31

Filed2026-04-10

BBIN

J P MORGAN EXCHANGE TRADED F

-26.84%

Shares340.4K

Event2026-03-31

Filed2026-04-10

SCHG

SCHWAB STRATEGIC TR

-0.12%

Shares850.1K

Event2026-03-31

Filed2026-04-10

EFV

ISHARES TR

-4.46%

Shares332.3K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-1.59%

Shares110.1K

Event2026-03-31

Filed2026-04-10

FBND

FIDELITY MERRIMACK STR TR

6.64%

Shares521.5K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.67%

Shares139.5K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

-3.75%

Shares188.7K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

3.59%

Shares349.9K

Event2026-03-31

Filed2026-04-10

MASTERCARD INCORPORATED

-0.19%

Shares44.1K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

5.08%

Shares204.3K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

-2.09%

Shares21.7K

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

6.72%

Shares238.4K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

-0.77%

Shares117.8K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-0.72%

Shares87.1K

Event2026-03-31

Filed2026-04-10

IWB

ISHARES TR

0.41%

Shares59.2K

Event2026-03-31

Filed2026-04-10

SPMO

INVESCO EXCH TRADED FD TR II

8.00%

Shares187.6K

Event2026-03-31

Filed2026-04-10

VGT

VANGUARD WORLD FD

1.56%

Shares29.5K

Event2026-03-31

Filed2026-04-10

MCO

MOODYS CORP

-16.26%

Shares46.3K

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

9.18%

Shares66.3K

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

4.70%

Shares283.9K

Event2026-03-31

Filed2026-04-10

CORO

BLACKROCK ETF TRUST

New

Shares613.5K

Event2026-03-31

Filed2026-04-10

VTIP

VANGUARD MALVERN FDS

18.22%

Shares387.2K

Event2026-03-31

Filed2026-04-10

SCHV

SCHWAB STRATEGIC TR

2.50%

Shares629.0K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

0.77%

Shares60.4K

Event2026-03-31

Filed2026-04-10

DFAU

DIMENSIONAL ETF TRUST

-0.14%

Shares409.4K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

1.25%

Shares181.8K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

-3.32%

Shares144.2K

Event2026-03-31

Filed2026-04-10

DFSV

DIMENSIONAL ETF TRUST

6.63%

Shares488.0K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

4.27%

Shares174.8K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-13.27%

Shares241.5K

Event2026-03-31

Filed2026-04-10

AVLV

AMERICAN CENTY ETF TR

11.58%

Shares190.4K

Event2026-03-31

Filed2026-04-10

SHLD

GLOBAL X FDS

98.01%

Shares213.8K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

-1.16%

Shares72.1K

Event2026-03-31

Filed2026-04-10

BNDX

VANGUARD CHARLOTTE FDS

10.27%

Shares310.5K

Event2026-03-31

Filed2026-04-10

SCHR

SCHWAB STRATEGIC TR

602.60%

Shares592.9K

Event2026-03-31

Filed2026-04-10

THRO

BLACKROCK ETF TRUST

8.09%

Shares400.7K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

-0.84%

Shares73.9K

Event2026-03-31

Filed2026-04-10

SPEM

SPDR INDEX SHS FDS

-24.94%

Shares307.3K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

-13.14%

Shares98.2K

Event2026-03-31

Filed2026-04-10

VMBS

VANGUARD SCOTTSDALE FDS

6.65%

Shares303.3K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

1.21%

Shares146.2K

Event2026-03-31

Filed2026-04-10

GOVT

ISHARES TR

-6.12%

Shares619.8K

Event2026-03-31

Filed2026-04-10

PLTR

PALANTIR TECHNOLOGIES INC

30.54%

Shares95.1K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

-7.72%

Shares69.3K

Event2026-03-31

Filed2026-04-10

TMO

THERMO FISHER SCIENTIFIC INC

-0.91%

Shares26.8K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

-5.93%

Shares60.8K

Event2026-03-31

Filed2026-04-10

SPTL

SPDR SERIES TRUST

-4.60%

Shares494.7K

Event2026-03-31

Filed2026-04-10

IWR

ISHARES TR

-1.30%

Shares133.2K

Event2026-03-31

Filed2026-04-10

CME

CME GROUP INC

-6.62%

Shares43.2K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

7.90%

Shares111.0K

Event2026-03-31

Filed2026-04-10

PPA

INVESCO EXCHANGE TRADED FD T

0.43%

Shares75.5K

Event2026-03-31

Filed2026-04-10

TRV

TRAVELERS COMPANIES INC

6.65%

Shares42.1K

Event2026-03-31

Filed2026-04-10

QQA

INVESCO ACTIVELY MANAGED EXC

3.38%

Shares246.1K

Event2026-03-31

Filed2026-04-10

JPIE

J P MORGAN EXCHANGE TRADED F

6.51%

Shares259.2K

Event2026-03-31

Filed2026-04-10

VONV

VANGUARD SCOTTSDALE FDS

143.49%

Shares126.9K

Event2026-03-31

Filed2026-04-10

LMT

LOCKHEED MARTIN CORP

3.22%

Shares19.7K

Event2026-03-31

Filed2026-04-10

WFC

WELLS FARGO & CO

-2.79%

Shares143.7K

Event2026-03-31

Filed2026-04-10

EQIX

EQUINIX INC

262.71%

Shares11.5K

Event2026-03-31

Filed2026-04-10

MBB

ISHARES TR

-1.69%

Shares118.1K

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

-12.06%

Shares152.2K

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

2.50%

Shares54.6K

Event2026-03-31

Filed2026-04-10

DEERE & CO

6.11%

Shares19.6K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

0.11%

Shares220.5K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

1.62%

Shares117.6K

Event2026-03-31

Filed2026-04-10

SUSB

ISHARES TR

-9.51%

Shares435.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-0.14%

Shares41.6K

Event2026-03-31

Filed2026-04-10

MICRON TECHNOLOGY INC

-0.66%

Shares31.9K

Event2026-03-31

Filed2026-04-10

TSPA

T ROWE PRICE ETF INC

5.99%

Shares262.7K

Event2026-03-31

Filed2026-04-10

SCHW

SCHWAB CHARLES CORP

-26.42%

Shares112.7K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

8.60%

Shares72.7K

Event2026-03-31

Filed2026-04-10

CSCO

CISCO SYS INC

-12.97%

Shares132.6K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

19.88%

Shares177.9K

Event2026-03-31

Filed2026-04-10

JCPB

J P MORGAN EXCHANGE TRADED F

4.84%

Shares214.3K

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

2.76%

Shares206.5K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

3.90%

Shares52.4K

Event2026-03-31

Filed2026-04-10

CITIGROUP INC

8.62%

Shares86.9K

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

-30.25%

Shares39.5K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-8.44%

Shares127.4K

Event2026-03-31

Filed2026-04-10

JPST

J P MORGAN EXCHANGE TRADED F

8.85%

Shares191.1K

Event2026-03-31

Filed2026-04-10

BINC

BLACKROCK ETF TRUST II

-10.56%

Shares186.0K

Event2026-03-31

Filed2026-04-10

AVDE

AMERICAN CENTY ETF TR

-0.46%

Shares113.8K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

1.37%

Shares80.2K

Event2026-03-31

Filed2026-04-10

JQUA

J P MORGAN EXCHANGE TRADED F

0.95%

Shares156.3K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

-1.84%

Shares22.3K

Event2026-03-31

Filed2026-04-10

AVES

AMERICAN CENTY ETF TR

2.67%

Shares157.8K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

3.22%

Shares196.8K

Event2026-03-31

Filed2026-04-10

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares121.0K

Event2026-03-31

Filed2026-04-10

LAM RESEARCH CORP

-3.33%

Shares42.9K

Event2026-03-31

Filed2026-04-10

SCHC

SCHWAB STRATEGIC TR

13.15%

Shares195.4K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

-6.89%

Shares103.9K

Event2026-03-31

Filed2026-04-10

XLU

SELECT SECTOR SPDR TR

273.43%

Shares196.0K

Event2026-03-31

Filed2026-04-10

HYMB

SPDR SERIES TRUST

-10.57%

Shares362.3K

Event2026-03-31

Filed2026-04-10

VEU

VANGUARD INTL EQUITY INDEX F

1.03%

Shares116.9K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

3.89%

Shares173.8K

Event2026-03-31

Filed2026-04-10

AVUS

AMERICAN CENTY ETF TR

-1.35%

Shares77.1K

Event2026-03-31

Filed2026-04-10

VRT

VERTIV HOLDINGS CO

0.65%

Shares34.2K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

85.12%

Shares135.6K

Event2026-03-31

Filed2026-04-10

LQD

ISHARES TR

7.96%

Shares75.6K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

16.30%

Shares73.9K

Event2026-03-31

Filed2026-04-10

AMAT

APPLIED MATLS INC

0.31%

Shares23.5K

Event2026-03-31

Filed2026-04-10

GOLDMAN SACHS GROUP INC

-0.38%

Shares9.5K

Event2026-03-31

Filed2026-04-10

EMXC

ISHARES INC

10.62%

Shares100.7K

Event2026-03-31

Filed2026-04-10

PROFESIONALLY MANAGED PORTFO

-7.01%

Shares147.8K

Event2026-03-31

Filed2026-04-10

DIS

DISNEY WALT CO

-5.72%

Shares80.9K

Event2026-03-31

Filed2026-04-10

SPAB

SPDR SERIES TRUST

-2.13%

Shares302.8K

Event2026-03-31

Filed2026-04-10

JMUB

J P MORGAN EXCHANGE TRADED F

-1.52%

Shares153.9K

Event2026-03-31

Filed2026-04-10

GSEW

GOLDMAN SACHS ETF TR

3.59%

Shares90.0K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

4.72%

Shares140.9K

Event2026-03-31

Filed2026-04-10

IDEV

ISHARES TR

-6.66%

Shares90.6K

Event2026-03-31

Filed2026-04-10

JFLX

J P MORGAN EXCHANGE TRADED F

4.36%

Shares152.3K

Event2026-03-31

Filed2026-04-10

IUSG

ISHARES TR

-1.80%

Shares48.7K

Event2026-03-31

Filed2026-04-10

PULS

PGIM ETF TR

67.55%

Shares148.9K

Event2026-03-31

Filed2026-04-10

DFIV

DIMENSIONAL ETF TRUST

0.71%

Shares139.3K

Event2026-03-31

Filed2026-04-10

TFLO

ISHARES TR

1.36%

Shares144.8K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

-6.34%

Shares10.3K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

15.92%

Shares8.4K

Event2026-03-31

Filed2026-04-10

GBIL

GOLDMAN SACHS ETF TR

17.77%

Shares72.7K

Event2026-03-31

Filed2026-04-10

PEP

PEPSICO INC

-9.84%

Shares46.7K

Event2026-03-31

Filed2026-04-10

KLAC

KLA CORP

5.25%

Shares4.9K

Event2026-03-31

Filed2026-04-10

MORGAN STANLEY

2.19%

Shares43.5K

Event2026-03-31

Filed2026-04-10

STIP

ISHARES TR

-0.75%

Shares68.3K

Event2026-03-31

Filed2026-04-10

CRM

SALESFORCE INC

-20.07%

Shares37.8K

Event2026-03-31

Filed2026-04-10

MOAT

VANECK ETF TRUST

-15.01%

Shares71.9K

Event2026-03-31

Filed2026-04-10

BLACKSTONE INC

-1.83%

Shares59.5K

Event2026-03-31

Filed2026-04-10

VANGUARD INTL EQUITY INDEX F

4.49%

Shares48.9K

Event2026-03-31

Filed2026-04-10

ESS

ESSEX PPTY TR INC

0.51%

Shares27.8K

Event2026-03-31

Filed2026-04-10

SHY

ISHARES TR

3.11%

Shares81.4K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

3.79%

Shares84.5K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

-1.65%

Shares50.2K

Event2026-03-31

Filed2026-04-10

DSI

ISHARES TR

2.07%

Shares54.9K

Event2026-03-31

Filed2026-04-10

VONG

VANGUARD SCOTTSDALE FDS

333.77%

Shares59.4K

Event2026-03-31

Filed2026-04-10

VBIL

VANGUARD INSTL INDEX FD

5.59%

Shares83.7K

Event2026-03-31

Filed2026-04-10

ABT

ABBOTT LABORATORIES

-17.02%

Shares60.9K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.21%

Shares21.4K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

0.06%

Shares25.2K

Event2026-03-31

Filed2026-04-10

APP

APPLOVIN CORP

-0.46%

Shares15.0K

Event2026-03-31

Filed2026-04-10

REGN

REGENERON PHARMACEUTICALS

-1.99%

Shares7.7K

Event2026-03-31

Filed2026-04-10

IWY

ISHARES TR

2.78%

Shares23.7K

Event2026-03-31

Filed2026-04-10

VOE

VANGUARD INDEX FDS

9.55%

Shares32.0K

Event2026-03-31

Filed2026-04-10

JSCP

J P MORGAN EXCHANGE TRADED F

3.50%

Shares124.4K

Event2026-03-31

Filed2026-04-10

SUSC

ISHARES TR

0.74%

Shares252.8K

Event2026-03-31

Filed2026-04-10

VCIT

VANGUARD SCOTTSDALE FDS

1.85%

Shares70.7K

Event2026-03-31

Filed2026-04-10

WASTE MGMT INC DEL

5.91%

Shares25.4K

Event2026-03-31

Filed2026-04-10

IEF

ISHARES TR

9.59%

Shares60.8K

Event2026-03-31

Filed2026-04-10

JGRO

J P MORGAN EXCHANGE TRADED F

-0.85%

Shares68.5K

Event2026-03-31

Filed2026-04-10

PZA

INVESCO EXCH TRADED FD TR II

New

Shares251.8K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

15.56%

Shares25.4K

Event2026-03-31

Filed2026-04-10

JAVA

J P MORGAN EXCHANGE TRADED F

-1.92%

Shares79.6K

Event2026-03-31

Filed2026-04-10

ICE

INTERCONTINENTAL EXCHANGE IN

9.13%

Shares36.0K

Event2026-03-31

Filed2026-04-10

ALTRIA GROUP INC

43.55%

Shares85.3K

Event2026-03-31

Filed2026-04-10

NOW

SERVICENOW INC

46.82%

Shares53.7K

Event2026-03-31

Filed2026-04-10

MMM

3M CO

15.23%

Shares38.6K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

-1.27%

Shares121.3K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-5.78%

Shares59.9K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

14.02%

Shares37.7K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

3.27%

Shares15.8K

Event2026-03-31

Filed2026-04-10

SCHD

SCHWAB STRATEGIC TR

6.28%

Shares180.4K

Event2026-03-31

Filed2026-04-10

ESGU

ISHARES TR

-0.93%

Shares39.0K

Event2026-03-31

Filed2026-04-10

SCHE

SCHWAB STRATEGIC TR

8.92%

Shares167.0K

Event2026-03-31

Filed2026-04-10

NET

CLOUDFLARE INC

11.56%

Shares26.6K

Event2026-03-31

Filed2026-04-10

RMD

RESMED INC

0.24%

Shares24.4K

Event2026-03-31

Filed2026-04-10

ARISTA NETWORKS INC

0.87%

Shares44.6K

Event2026-03-31

Filed2026-04-10

SCMB

SCHWAB STRATEGIC TR

8.20%

Shares211.8K

Event2026-03-31

Filed2026-04-10

VOT

VANGUARD INDEX FDS

9.91%

Shares21.0K

Event2026-03-31

Filed2026-04-10

GILD

GILEAD SCIENCES INC

1.28%

Shares38.6K

Event2026-03-31

Filed2026-04-10

GLW

CORNING INC

84.73%

Shares38.6K

Event2026-03-31

Filed2026-04-10

BLCR

BLACKROCK ETF TRUST

New

Shares127.5K

Event2026-03-31

Filed2026-04-10

JEMA

J P MORGAN EXCHANGE TRADED F

13.92%

Shares100.4K

Event2026-03-31

Filed2026-04-10

QCOM

QUALCOMM INC

-5.55%

Shares40.4K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

5.15%

Shares67.6K

Event2026-03-31

Filed2026-04-10

IUSV

ISHARES TR

-1.48%

Shares50.4K

Event2026-03-31

Filed2026-04-10

VBK

VANGUARD INDEX FDS

7.25%

Shares16.9K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

-5.70%

Shares17.8K

Event2026-03-31

Filed2026-04-10

BLACKROCK ETF TRUST II

New

Shares101.0K

Event2026-03-31

Filed2026-04-10

SUB

ISHARES TR

2.77%

Shares46.9K

Event2026-03-31

Filed2026-04-10

IBIT

ISHARES BITCOIN TRUST ETF

4.77%

Shares129.8K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-0.13%

Shares22.8K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

-4.64%

Shares87.1K

Event2026-03-31

Filed2026-04-10

VGSH

VANGUARD SCOTTSDALE FDS

-6.72%

Shares84.2K

Event2026-03-31

Filed2026-04-10

AVEM

AMERICAN CENTY ETF TR

5.93%

Shares61.2K

Event2026-03-31

Filed2026-04-10

RDVY

FIRST TR EXCHANGE TRADED FD

-0.49%

Shares72.0K

Event2026-03-31

Filed2026-04-10

BSV

VANGUARD BD INDEX FDS

7.41%

Shares62.5K

Event2026-03-31

Filed2026-04-10

CRWD

CROWDSTRIKE HLDGS INC

8.19%

Shares12.6K

Event2026-03-31

Filed2026-04-10

ISRG

INTUITIVE SURGICAL INC

2.84%

Shares10.5K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

1.96%

Shares7.8K

Event2026-03-31

Filed2026-04-10

DFSI

DIMENSIONAL ETF TRUST

1.28%

Shares111.4K

Event2026-03-31

Filed2026-04-10

SPIB

SPDR SERIES TRUST

-0.37%

Shares137.5K

Event2026-03-31

Filed2026-04-10

GENERAL DYNAMICS CORP

55.42%

Shares13.3K

Event2026-03-31

Filed2026-04-10

NUBD

NUSHARES ETF TR

11.61%

Shares204.1K

Event2026-03-31

Filed2026-04-10

IOO

ISHARES TR

5.05%

Shares37.1K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

3.68%

Shares20.9K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

-0.00%

Shares90.5K

Event2026-03-31

Filed2026-04-10

EATON CORP PLC

12.85%

Shares12.4K

Event2026-03-31

Filed2026-04-10

AT&T INC

-1.39%

Shares151.8K

Event2026-03-31

Filed2026-04-10

BMY

BRISTOL-MYERS SQUIBB CO

-0.92%

Shares72.0K

Event2026-03-31

Filed2026-04-10

VSS

VANGUARD INTL EQUITY INDEX F

2.75%

Shares29.7K

Event2026-03-31

Filed2026-04-10

VXUS

VANGUARD STAR FDS

1.55%

Shares56.1K

Event2026-03-31

Filed2026-04-10

HELO

J P MORGAN EXCHANGE TRADED F

5.05%

Shares67.4K

Event2026-03-31

Filed2026-04-10

SCHZ

SCHWAB STRATEGIC TR

6.17%

Shares184.4K

Event2026-03-31

Filed2026-04-10

ACM

AECOM

-5.58%

Shares50.3K

Event2026-03-31

Filed2026-04-10

UBER

UBER TECHNOLOGIES INC

-31.87%

Shares59.0K

Event2026-03-31

Filed2026-04-10

PFE

PFIZER INC

4.36%

Shares149.4K

Event2026-03-31

Filed2026-04-10

SLV

ISHARES SILVER TR

-3.23%

Shares61.4K

Event2026-03-31

Filed2026-04-10

BIV

VANGUARD BD INDEX FDS

16.39%

Shares53.9K

Event2026-03-31

Filed2026-04-10

MLM

MARTIN MARIETTA MATLS INC

42.49%

Shares7.1K

Event2026-03-31

Filed2026-04-10

SCHM

SCHWAB STRATEGIC TR

0.12%

Shares133.8K

Event2026-03-31

Filed2026-04-10

CHUBB LTD SWITZ

-2.46%

Shares12.7K

Event2026-03-31

Filed2026-04-10

SMH

VANECK ETF TRUST

-0.34%

Shares10.8K

Event2026-03-31

Filed2026-04-10

COWZ

PACER FDS TR

-4.72%

Shares65.1K

Event2026-03-31

Filed2026-04-10

NEM

NEWMONT CORP

-3.80%

Shares37.4K

Event2026-03-31

Filed2026-04-10

XAR

SPDR SERIES TRUST

-6.13%

Shares15.9K

Event2026-03-31

Filed2026-04-10

PROSHARES TR

New

Shares106.3K

Event2026-03-31

Filed2026-04-10

MARQETA INC

0.13%

Shares973.0K

Event2026-03-31

Filed2026-04-10

DGRW

WISDOMTREE TR

-0.60%

Shares44.6K

Event2026-03-31

Filed2026-04-10

SMLF

ISHARES TR

27.51%

Shares51.6K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.84%

Shares11.5K

Event2026-03-31

Filed2026-04-10

SPGP

INVESCO EXCHANGE TRADED FD T

11.27%

Shares35.9K

Event2026-03-31

Filed2026-04-10

ADP

AUTOMATIC DATA PROCESSING IN

0.99%

Shares18.8K

Event2026-03-31

Filed2026-04-10

SCHA

SCHWAB STRATEGIC TR

-0.80%

Shares130.0K

Event2026-03-31

Filed2026-04-10

OEF

ISHARES TR

-85.28%

Shares11.8K

Event2026-03-31

Filed2026-04-10

LCTU

BLACKROCK ETF TRUST

-0.69%

Shares53.5K

Event2026-03-31

Filed2026-04-10

EUSB

ISHARES TR

5.80%

Shares85.5K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

6.57%

Shares24.7K

Event2026-03-31

Filed2026-04-10

GWW

WW GRAINGER INC

20.12%

Shares3.3K

Event2026-03-31

Filed2026-04-10

SCHH

SCHWAB STRATEGIC TR

12.71%

Shares168.8K

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

-0.27%

Shares95.1K

Event2026-03-31

Filed2026-04-10

CMI

CUMMINS INC

5.48%

Shares6.7K

Event2026-03-31

Filed2026-04-10

DFSU

DIMENSIONAL ETF TRUST

32.05%

Shares86.8K

Event2026-03-31

Filed2026-04-10

EFG

ISHARES TR

13.01%

Shares31.9K

Event2026-03-31

Filed2026-04-10

IDMO

INVESCO EXCH TRADED FD TR II

85.61%

Shares64.6K

Event2026-03-31

Filed2026-04-10

UPS

UNITED PARCEL SVCS INC

7.55%

Shares35.8K

Event2026-03-31

Filed2026-04-10

FCX

FREEPORT MCMORAN INC

-0.63%

Shares59.7K

Event2026-03-31

Filed2026-04-10

AMP

AMERIPRISE FINL INC

-5.55%

Shares7.8K

Event2026-03-31

Filed2026-04-10

SDY

SPDR SERIES TRUST

-0.50%

Shares23.3K

Event2026-03-31

Filed2026-04-10

NSC

NORFOLK SOUTHN CORP

-21.86%

Shares11.8K

Event2026-03-31

Filed2026-04-10

BLUEROCK PVT REAL ESTATE FD

1.25%

Shares199.1K

Event2026-03-31

Filed2026-04-10

LINDE PLC

12.41%

Shares6.7K

Event2026-03-31

Filed2026-04-10

SCHP

SCHWAB STRATEGIC TR

7.77%

Shares123.5K

Event2026-03-31

Filed2026-04-10

VGLT

VANGUARD SCOTTSDALE FDS

5.45%

Shares59.3K

Event2026-03-31

Filed2026-04-10

JAAA

JANUS DETROIT STR TR

11.68%

Shares64.3K

Event2026-03-31

Filed2026-04-10

NOC

NORTHROP GRUMMAN CORP

0.59%

Shares4.7K

Event2026-03-31

Filed2026-04-10

SPHY

SPDR SERIES TRUST

-4.45%

Shares138.2K

Event2026-03-31

Filed2026-04-10

JMST

J P MORGAN EXCHANGE TRADED F

41.40%

Shares63.2K

Event2026-03-31

Filed2026-04-10

EME

EMCOR GROUP INC

527.29%

Shares4.3K

Event2026-03-31

Filed2026-04-10

PANW

PALO ALTO NETWORKS INC

-31.70%

Shares19.9K

Event2026-03-31

Filed2026-04-10

ALPS ETF TR

43.49%

Shares60.5K

Event2026-03-31

Filed2026-04-10

AME

AMETEK INC

-1.99%

Shares14.8K

Event2026-03-31

Filed2026-04-10

RWK

INVESCO EXCH TRADED FD TR II

4.87%

Shares24.7K

Event2026-03-31

Filed2026-04-10

MNST

MONSTER BEVERAGE CORP NEW

29.13%

Shares43.6K

Event2026-03-31

Filed2026-04-10

SOUTHERN CO

17.27%

Shares32.7K

Event2026-03-31

Filed2026-04-10

NVS

NOVARTIS AG

0.80%

Shares20.7K

Event2026-03-31

Filed2026-04-10

VTC

VANGUARD SCOTTSDALE FDS

11.08%

Shares40.8K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

-11.89%

Shares54.3K

Event2026-03-31

Filed2026-04-10

DAR

DARLING INGREDIENTS INC

-31.32%

Shares49.6K

Event2026-03-31

Filed2026-04-10

IGM

ISHARES TR

1.06%

Shares25.8K

Event2026-03-31

Filed2026-04-10

SYSB

ISHARES TR

6.40%

Shares34.2K

Event2026-03-31

Filed2026-04-10

INTC

INTEL CORP

-3.48%

Shares67.8K

Event2026-03-31

Filed2026-04-10

FNDX

SCHWAB STRATEGIC TR

1.13%

Shares105.5K

Event2026-03-31

Filed2026-04-10

JLL

JONES LANG LASALLE INC

-17.23%

Shares9.6K

Event2026-03-31

Filed2026-04-10

AEP

AMERICAN ELEC PWR CO INC

0.70%

Shares22.2K

Event2026-03-31

Filed2026-04-10

LHX

L3HARRIS TECHNOLOGIES INC

6.70%

Shares8.4K

Event2026-03-31

Filed2026-04-10

THE CIGNA GROUP

0.99%

Shares10.8K

Event2026-03-31

Filed2026-04-10

VRTX

VERTEX PHARMACEUTICALS INC

6.78%

Shares6.5K

Event2026-03-31

Filed2026-04-10

ESGE

ISHARES INC

3.88%

Shares63.2K

Event2026-03-31

Filed2026-04-10

EMR

EMERSON ELEC CO

1.09%

Shares21.9K

Event2026-03-31

Filed2026-04-10

SHEL

SHELL PLC

2.01%

Shares30.7K

Event2026-03-31

Filed2026-04-10

MOD

MODINE MFG CO

-13.53%

Shares13.1K

Event2026-03-31

Filed2026-04-10

ZTS

ZOETIS INC

1.30%

Shares24.0K

Event2026-03-31

Filed2026-04-10

IGF

ISHARES TR

-6.05%

Shares42.3K

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

-1.97%

Shares31.8K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

0.67%

Shares17.5K

Event2026-03-31

Filed2026-04-10

FLQM

FRANKLIN TEMPLETON ETF TR

12.23%

Shares50.4K

Event2026-03-31

Filed2026-04-10

REGIONS FINANCIAL CORP NEW

1.13%

Shares105.4K

Event2026-03-31

Filed2026-04-10

DBMF

LITMAN GREGORY FDS TR

958.10%

Shares89.6K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

4.94%

Shares19.0K

Event2026-03-31

Filed2026-04-10

AOA

ISHARES TR

7.11%

Shares30.5K

Event2026-03-31

Filed2026-04-10

ASML

ASML HLDG NV

4.19%

Shares2.0K

Event2026-03-31

Filed2026-04-10

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.92%

Shares61.9K

Event2026-03-31

Filed2026-04-10

GCAL

GOLDMAN SACHS ETF TR

69.96%

Shares51.9K

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

3.73%

Shares15.8K

Event2026-03-31

Filed2026-04-10

IEI

ISHARES TR

-3.05%

Shares21.9K

Event2026-03-31

Filed2026-04-10

MCK

MCKESSON CORP

131.62%

Shares3.0K

Event2026-03-31

Filed2026-04-10

FNDF

SCHWAB STRATEGIC TR

1.64%

Shares52.2K

Event2026-03-31

Filed2026-04-10

BLACKROCK INC

0.99%

Shares2.6K

Event2026-03-31

Filed2026-04-10

SBUX

STARBUCKS CORP

-24.93%

Shares28.2K

Event2026-03-31

Filed2026-04-10

DFSE

DIMENSIONAL ETF TRUST

12.80%

Shares59.5K

Event2026-03-31

Filed2026-04-10

JCI

JOHNSON CONTROLS INTERNATION

7.13%

Shares19.2K

Event2026-03-31

Filed2026-04-10

UNH

UNITEDHEALTH GROUP INC

-15.29%

Shares9.3K

Event2026-03-31

Filed2026-04-10

EAGG

ISHARES TR

12.22%

Shares52.6K

Event2026-03-31

Filed2026-04-10

FALN

ISHARES TR

1.15%

Shares93.4K

Event2026-03-31

Filed2026-04-10

FITB

FIFTH THIRD BANCORP

10.43%

Shares53.7K

Event2026-03-31

Filed2026-04-10

GPIX

GOLDMAN SACHS ETF TR

4.92%

Shares49.8K

Event2026-03-31

Filed2026-04-10

IYJ

ISHARES TR

-0.36%

Shares16.8K

Event2026-03-31

Filed2026-04-10

APH

AMPHENOL CORP

7.56%

Shares19.5K

Event2026-03-31

Filed2026-04-10

BOXX

EA SERIES TRUST

502.71%

Shares21.2K

Event2026-03-31

Filed2026-04-10

ACWV

ISHARES INC

-4.80%

Shares20.6K

Event2026-03-31

Filed2026-04-10

DUKE ENERGY CORP NEW

21.39%

Shares18.6K

Event2026-03-31

Filed2026-04-10

LVHI

LEGG MASON ETF INVT

-0.99%

Shares59.7K

Event2026-03-31

Filed2026-04-10

PAVE

GLOBAL X FDS

88.04%

Shares47.0K

Event2026-03-31

Filed2026-04-10

CVS

CVS HEALTH CORP

-2.64%

Shares33.0K

Event2026-03-31

Filed2026-04-10

FEGE

RBB FUND TRUST

3.80%

Shares50.4K

Event2026-03-31

Filed2026-04-10

WTAI

WISDOMTREE TR

0.00%

Shares83.5K

Event2026-03-31

Filed2026-04-10

SHW

SHERWIN WILLIAMS CO

5.88%

Shares7.3K

Event2026-03-31

Filed2026-04-10

SEIE

SEI EXCHANGE TRADED FUNDS

-4.83%

Shares72.1K

Event2026-03-31

Filed2026-04-10

ESGV

VANGUARD WORLD FD

0.06%

Shares20.8K

Event2026-03-31

Filed2026-04-10

COF

CAPITAL ONE FINL CORP

-4.69%

Shares12.8K

Event2026-03-31

Filed2026-04-10

ASTRAZENECA PLC

New

Shares11.8K

Event2026-03-31

Filed2026-04-10

EWY

ISHARES INC

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-10

AZO

AUTOZONE INC

77.28%

Shares679

Event2026-03-31

Filed2026-04-10

CIFR

CIPHER DIGITAL INC

New

Shares176.0K

Event2026-03-31

Filed2026-04-10

SRE

SEMPRA

-0.65%

Shares23.2K

Event2026-03-31

Filed2026-04-10

VGSR

MANAGER DIRECTED PORTFOLIOS

1.99%

Shares216.9K

Event2026-03-31

Filed2026-04-10

SPSM

SPDR SERIES TRUST

10.28%

Shares46.4K

Event2026-03-31

Filed2026-04-10

SCHB

SCHWAB STRATEGIC TR

2.44%

Shares88.8K

Event2026-03-31

Filed2026-04-10

VGK

VANGUARD INTL EQUITY INDEX F

10.40%

Shares26.8K

Event2026-03-31

Filed2026-04-10

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-10

SHYG

ISHARES TR

-9.66%

Shares51.6K

Event2026-03-31

Filed2026-04-10

SPTM

SPDR SERIES TRUST

1.88%

Shares27.6K

Event2026-03-31

Filed2026-04-10

FNX

FIRST TR EXCHANGE-TRADED ALP

0.01%

Shares16.9K

Event2026-03-31

Filed2026-04-10

CMCSA

COMCAST CORP NEW

-19.39%

Shares75.5K

Event2026-03-31

Filed2026-04-10

ECL

ECOLAB INC

7.38%

Shares8.1K

Event2026-03-31

Filed2026-04-10

FDX

FEDEX CORP

-4.61%

Shares6.0K

Event2026-03-31

Filed2026-04-10

SRLN

SSGA ACTIVE ETF TR

-56.04%

Shares53.2K

Event2026-03-31

Filed2026-04-10

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.18%

Shares63.3K

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

-29.38%

Shares13.1K

Event2026-03-31

Filed2026-04-10

PDBC

INVESCO ACTVELY MNGD ETC FD

-3.16%

Shares121.8K

Event2026-03-31

Filed2026-04-10

LMBS

FIRST TR EXCHANGE-TRADED FD

6.31%

Shares42.1K

Event2026-03-31

Filed2026-04-10

DXJ

WISDOMTREE TR

1.03%

Shares13.2K

Event2026-03-31

Filed2026-04-10

SAP

SAP SE

-23.34%

Shares12.2K

Event2026-03-31

Filed2026-04-10

TMDX

TRANSMEDICS GROUP INC

-1.74%

Shares21.0K

Event2026-03-31

Filed2026-04-10

UNP

UNION PAC CORP

2.27%

Shares8.6K

Event2026-03-31

Filed2026-04-10

PNC

PNC FINL SVCS GROUP INC

-8.62%

Shares10.0K

Event2026-03-31

Filed2026-04-10

SLB

SLB LIMITED

-0.61%

Shares40.1K

Event2026-03-31

Filed2026-04-10

FAST

FASTENAL CO

28.05%

Shares44.3K

Event2026-03-31

Filed2026-04-10

SYM

SYMBOTIC INC

28.49%

Shares38.6K

Event2026-03-31

Filed2026-04-10

SPGI

S&P GLOBAL INC

3.09%

Shares4.8K

Event2026-03-31

Filed2026-04-10

CARR

CARRIER GLOBAL CORPORATION

4.02%

Shares35.5K

Event2026-03-31

Filed2026-04-10

SPHR

SPHERE ENTERTAINMENT CO

-4.88%

Shares16.9K

Event2026-03-31

Filed2026-04-10

BOEING CO

4.37%

Shares9.9K

Event2026-03-31

Filed2026-04-10

USXF

ISHARES TR

9.62%

Shares35.7K

Event2026-03-31

Filed2026-04-10

TXN

TEXAS INSTRS INC

1.02%

Shares10.1K

Event2026-03-31

Filed2026-04-10

DVY

ISHARES TR

11.04%

Shares13.0K

Event2026-03-31

Filed2026-04-10

TIP

ISHARES TR

-6.45%

Shares17.8K

Event2026-03-31

Filed2026-04-10

ICSH

ISHARES TR

86.30%

Shares38.7K

Event2026-03-31

Filed2026-04-10

TAFI

AB ACTIVE ETFS INC

34.81%

Shares77.2K

Event2026-03-31

Filed2026-04-10

DFEM

DIMENSIONAL ETF TRUST

3.50%

Shares56.2K

Event2026-03-31

Filed2026-04-10

VALE

VALE S A

23.49%

Shares118.6K

Event2026-03-31

Filed2026-04-10

DOMINION ENERGY INC

16.90%

Shares30.5K

Event2026-03-31

Filed2026-04-10

INTU

INTUIT

-42.07%

Shares4.3K

Event2026-03-31

Filed2026-04-10

FTCB

FIRST TR EXCHANGE-TRADED FD

12.57%

Shares89.5K

Event2026-03-31

Filed2026-04-10

GNR

SPDR INDEX SHS FDS

0.07%

Shares25.0K

Event2026-03-31

Filed2026-04-10

SYK

STRYKER CORPORATION

5.03%

Shares5.7K

Event2026-03-31

Filed2026-04-10

AEM

AGNICO EAGLE MINES LTD

-2.65%

Shares9.1K

Event2026-03-31

Filed2026-04-10

HYLB

DBX ETF TR

5.52%

Shares50.9K

Event2026-03-31

Filed2026-04-10

PLANET LABS PBC

-53.31%

Shares65.8K

Event2026-03-31

Filed2026-04-10

EGUS

ISHARES TR

New

Shares38.3K

Event2026-03-31

Filed2026-04-10

VSGX

VANGUARD WORLD FD

1.53%

Shares25.5K

Event2026-03-31

Filed2026-04-10

RSPA

INVESCO ACTIVELY MANAGED EXC

53.79%

Shares36.5K

Event2026-03-31

Filed2026-04-10

AIQ

GLOBAL X FDS

13.31%

Shares38.9K

Event2026-03-31

Filed2026-04-10

NEAR

ISHARES U S ETF TR

-9.11%

Shares35.6K

Event2026-03-31

Filed2026-04-10

J P MORGAN EXCHANGE TRADED F

-0.48%

Shares26.0K

Event2026-03-31

Filed2026-04-10

WMB

WILLIAMS COS INC

-9.63%

Shares24.5K

Event2026-03-31

Filed2026-04-10

MTUM

ISHARES TR

-13.56%

Shares7.4K

Event2026-03-31

Filed2026-04-10

BITB

BITWISE BITCOIN ETF TR

8.32%

Shares48.1K

Event2026-03-31

Filed2026-04-10

EVX

VANECK ETF TRUST

0.00%

Shares45.1K

Event2026-03-31

Filed2026-04-10

EBND

SPDR SERIES TRUST

6.17%

Shares84.6K

Event2026-03-31

Filed2026-04-10

GENERAL MTRS CO

-4.29%

Shares23.0K

Event2026-03-31

Filed2026-04-10

DFAX

DIMENSIONAL ETF TRUST

-0.03%

Shares50.5K

Event2026-03-31

Filed2026-04-10

MELI

MERCADOLIBRE INC

0.62%

Shares981

Event2026-03-31

Filed2026-04-10

COLGATE PALMOLIVE CO

5.52%

Shares19.7K

Event2026-03-31

Filed2026-04-10

IYLD

ISHARES TR

0.63%

Shares77.3K

Event2026-03-31

Filed2026-04-10

WDC

WESTERN DIGITAL CORP

-3.17%

Shares6.2K

Event2026-03-31

Filed2026-04-10

NKE

NIKE INC

0.68%

Shares31.8K

Event2026-03-31

Filed2026-04-10

BARRICK MNG CORP

11.38%

Shares41.0K

Event2026-03-31

Filed2026-04-10

SLYV

SPDR SERIES TRUST

-19.40%

Shares17.4K

Event2026-03-31

Filed2026-04-10

RIO

RIO TINTO PLC

6.42%

Shares17.5K

Event2026-03-31

Filed2026-04-10

MARVELL TECHNOLOGY INC

-5.95%

Shares16.4K

Event2026-03-31

Filed2026-04-10

SLYG

SPDR SERIES TRUST

New

Shares16.8K

Event2026-03-31

Filed2026-04-10

BBEU

J P MORGAN EXCHANGE TRADED F

-2.85%

Shares22.4K

Event2026-03-31

Filed2026-04-10

ADI

ANALOG DEVICES INC

3.59%

Shares5.0K

Event2026-03-31

Filed2026-04-10

TRANE TECHNOLOGIES PLC

34.44%

Shares3.8K

Event2026-03-31

Filed2026-04-10

SEIV

SEI EXCHANGE TRADED FUNDS

2.78%

Shares37.9K

Event2026-03-31

Filed2026-04-10

BMRC

BANK OF MARIN BANCORP

-0.36%

Shares61.1K

Event2026-03-31

Filed2026-04-10

SCZ

ISHARES TR

5.57%

Shares19.9K

Event2026-03-31

Filed2026-04-10

C3 AI INC

-0.08%

Shares183.8K

Event2026-03-31

Filed2026-04-10

VMI

VALMONT INDS INC

-9.89%

Shares3.9K

Event2026-03-31

Filed2026-04-10

DFEV

DIMENSIONAL ETF TRUST

-1.60%

Shares43.1K

Event2026-03-31

Filed2026-04-10

AOR

ISHARES TR

-0.41%

Shares23.9K

Event2026-03-31

Filed2026-04-10

SEIM

SEI EXCHANGE TRADED FUNDS

4.68%

Shares33.7K

Event2026-03-31

Filed2026-04-10

ICVT

ISHARES TR

-9.78%

Shares15.0K

Event2026-03-31

Filed2026-04-10

FNDE

SCHWAB STRATEGIC TR

5.10%

Shares39.6K

Event2026-03-31

Filed2026-04-10

VTWO

VANGUARD SCOTTSDALE FDS

18.72%

Shares15.0K

Event2026-03-31

Filed2026-04-10

ALCOA CORP

5.98%

Shares22.5K

Event2026-03-31

Filed2026-04-10

DISV

DIMENSIONAL ETF TRUST

20.23%

Shares37.7K

Event2026-03-31

Filed2026-04-10

SPG

SIMON PPTY GROUP INC NEW

-0.16%

Shares8.0K

Event2026-03-31

Filed2026-04-10

SCYB

SCHWAB STRATEGIC TR

New

Shares56.7K

Event2026-03-31

Filed2026-04-10

USTB

VICTORY PORTFOLIOS II

9.27%

Shares29.1K

Event2026-03-31

Filed2026-04-10

EVUS

ISHARES TR

-9.34%

Shares46.0K

Event2026-03-31

Filed2026-04-10

TSCO

TRACTOR SUPPLY CO

2.23%

Shares32.1K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

-24.57%

Shares14.8K

Event2026-03-31

Filed2026-04-10

HYG

ISHARES TR

100.75%

Shares18.2K

Event2026-03-31

Filed2026-04-10

CONSOLIDATED EDISON INC

3.65%

Shares12.7K

Event2026-03-31

Filed2026-04-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-10

YUM

YUM BRANDS INC

1.73%

Shares9.2K

Event2026-03-31

Filed2026-04-10

ZION

ZIONS BANCORPORATION NATL AS

New

Shares24.4K

Event2026-03-31

Filed2026-04-10

VHT

VANGUARD WORLD FD

-3.82%

Shares5.2K

Event2026-03-31

Filed2026-04-10

MATX

MATSON INC

1.40%

Shares8.5K

Event2026-03-31

Filed2026-04-10

MEDTRONIC PLC

-9.81%

Shares16.1K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-9.47%

Shares4.6K

Event2026-03-31

Filed2026-04-10

FDMT

4D MOLECULAR THERAPEUTICS IN

0.04%

Shares146.2K

Event2026-03-31

Filed2026-04-10

FDVV

FIDELITY COVINGTON TRUST

-14.04%

Shares24.5K

Event2026-03-31

Filed2026-04-10

SHM

SPDR SERIES TRUST

38.50%

Shares28.2K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

0.55%

Shares2.9K

Event2026-03-31

Filed2026-04-10

VWOB

VANGUARD WHITEHALL FDS

-73.59%

Shares20.1K

Event2026-03-31

Filed2026-04-10

EXC

EXELON CORP

18.65%

Shares26.9K

Event2026-03-31

Filed2026-04-10

GSUS

GOLDMAN SACHS ETF TR

-16.18%

Shares14.6K

Event2026-03-31

Filed2026-04-10

HOOD

ROBINHOOD MKTS INC

95.20%

Shares18.8K

Event2026-03-31

Filed2026-04-10

HCA

HCA HEALTHCARE INC

-2.83%

Shares2.7K

Event2026-03-31

Filed2026-04-10

XLG

INVESCO EXCHANGE TRADED FD T

3.00%

Shares23.6K

Event2026-03-31

Filed2026-04-10

BKNG

BOOKING HOLDINGS INC

-52.72%

Shares304

Event2026-03-31

Filed2026-04-10

XYL

XYLEM INC

10.89%

Shares10.6K

Event2026-03-31

Filed2026-04-10

TOTALENERGIES SE

-7.23%

Shares14.0K

Event2026-03-31

Filed2026-04-10

ACCENTURE PLC IRELAND

-16.28%

Shares6.4K

Event2026-03-31

Filed2026-04-10

CORZ

CORE SCIENTIFIC INC NEW

1.63%

Shares84.2K

Event2026-03-31

Filed2026-04-10

TGT

TARGET CORP

3.38%

Shares10.4K

Event2026-03-31

Filed2026-04-10

NUAG

NUSHARES ETF TR

-2.51%

Shares59.8K

Event2026-03-31

Filed2026-04-10

SNOW

SNOWFLAKE INC

-13.30%

Shares8.3K

Event2026-03-31

Filed2026-04-10

SHV

ISHARES TR

-0.92%

Shares11.3K

Event2026-03-31

Filed2026-04-10

REALTY INCOME CORP

3.24%

Shares20.3K

Event2026-03-31

Filed2026-04-10

CTVA

CORTEVA INC

3.06%

Shares14.8K

Event2026-03-31

Filed2026-04-10

HEI

HEICO CORP NEW

5.29%

Shares4.5K

Event2026-03-31

Filed2026-04-10

CALI

BLACKROCK ETF TRUST II

0.00%

Shares24.3K

Event2026-03-31

Filed2026-04-10

SEEM

SEI EXCHANGE TRADED FUNDS

22.85%

Shares37.4K

Event2026-03-31

Filed2026-04-10

RCL

ROYAL CARIBBEAN GROUP

0.63%

Shares4.4K

Event2026-03-31

Filed2026-04-10

AWK

AMERICAN WTR WKS CO INC NEW

24.02%

Shares8.9K

Event2026-03-31

Filed2026-04-10

URNM

SPROTT FDS TR

11.64%

Shares19.3K

Event2026-03-31

Filed2026-04-10

MMC

MARSH & MCLENNAN COS INC

-11.20%

Shares7.0K

Event2026-03-31

Filed2026-04-10

COIN

COINBASE GLOBAL INC

3.75%

Shares6.9K

Event2026-03-31

Filed2026-04-10

SPHD

INVESCO EXCH TRADED FD TR II

-2.70%

Shares24.4K

Event2026-03-31

Filed2026-04-10

BRX

BRIXMOR PPTY GROUP INC

4.10%

Shares42.0K

Event2026-03-31

Filed2026-04-10

DGS

WISDOMTREE TR

1.22%

Shares20.1K

Event2026-03-31

Filed2026-04-10

USB

US BANCORP

3.62%

Shares23.1K

Event2026-03-31

Filed2026-04-10

BOH

BANK HAWAII CORP

-1.26%

Shares16.1K

Event2026-03-31

Filed2026-04-10

HISF

FIRST TR EXCHANGE-TRADED FD

-2.83%

Shares26.8K

Event2026-03-31

Filed2026-04-10

CEG

CONSTELLATION ENERGY CORP

2.34%

Shares4.3K

Event2026-03-31

Filed2026-04-10

FIX

COMFORT SYS USA INC

-26.99%

Shares860

Event2026-03-31

Filed2026-04-10

SNDK

SANDISK CORP

-36.52%

Shares1.8K

Event2026-03-31

Filed2026-04-10

VLO

VALERO ENERGY CORP

-9.53%

Shares4.7K

Event2026-03-31

Filed2026-04-10

ESGD

ISHARES TR

4.61%

Shares12.1K

Event2026-03-31

Filed2026-04-10

PGHY

INVESCO EXCH TRADED FD TR II

New

Shares59.6K

Event2026-03-31

Filed2026-04-10

OKE

ONEOK INC NEW

-3.20%

Shares12.7K

Event2026-03-31

Filed2026-04-10

ADBE

ADOBE INC

-16.06%

Shares4.7K

Event2026-03-31

Filed2026-04-10

EFAV

ISHARES TR

-4.11%

Shares12.5K

Event2026-03-31

Filed2026-04-10

JHMM

JOHN HANCOCK EXCHANGE TRADED

-28.09%

Shares17.0K

Event2026-03-31

Filed2026-04-10

CSX

CSX CORP

3.64%

Shares27.8K

Event2026-03-31

Filed2026-04-10

DMXF

ISHARES TR

37.28%

Shares15.1K

Event2026-03-31

Filed2026-04-10

NRG

NRG ENERGY INC

0.93%

Shares7.7K

Event2026-03-31

Filed2026-04-10

GSST

GOLDMAN SACHS ETF TR

0.70%

Shares22.3K

Event2026-03-31

Filed2026-04-10

PARKER-HANNIFIN CORP

6.53%

Shares1.3K

Event2026-03-31

Filed2026-04-10

FLMI

FRANKLIN TEMPLETON ETF TR

-1.10%

Shares45.0K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

DARLING INGREDIENTS INC Call CallDARLING INGREDIENTS INC48.9K shares-39.25%2026-03-312026-04-10

MICRON TECHNOLOGY INC Call CallMICRON TECHNOLOGY INC7.5K shares-8.54%2026-03-312026-04-10

NVIDIA CORPORATION Call CallNVIDIA CORPORATION27.2K sharesnew addition2026-03-312026-04-10

ALPHABET INC Call CallALPHABET INC39.2K sharesnew addition2026-03-312026-04-10

VERTIV HOLDINGS CO Call CallVERTIV HOLDINGS CO3.1K sharesnew addition2026-03-312026-04-10

SYMBOTIC INC Call CallSYMBOTIC INC10.5K sharesnew addition2026-03-312026-04-10

APPLE INC Call CallAPPLE INC13.5K sharesnew addition2026-03-312026-04-10

ZETA GLOBAL HOLDINGS CORP Call CallZETA GLOBAL HOLDINGS CORP12.4K shares6.90%2026-03-312026-04-10

C3 AI INC Call CallC3 AI INC21.0K sharesnew addition2026-03-312026-04-10

DARLING INGREDIENTS INC Call

DARLING INGREDIENTS INC

-39.25%

Shares48.9K

Event2026-03-31

Filed2026-04-10

MICRON TECHNOLOGY INC Call

MICRON TECHNOLOGY INC

-8.54%

Shares7.5K

Event2026-03-31

Filed2026-04-10

NVIDIA CORPORATION Call

NVIDIA CORPORATION

New

Shares27.2K

Event2026-03-31

Filed2026-04-10

ALPHABET INC Call

ALPHABET INC

New

Shares39.2K

Event2026-03-31

Filed2026-04-10

VERTIV HOLDINGS CO Call

VERTIV HOLDINGS CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-10

SYMBOTIC INC Call

SYMBOTIC INC

New

Shares10.5K

Event2026-03-31

Filed2026-04-10

APPLE INC Call

APPLE INC

New

Shares13.5K

Event2026-03-31

Filed2026-04-10

ZETA GLOBAL HOLDINGS CORP Call

ZETA GLOBAL HOLDINGS CORP

6.90%

Shares12.4K

Event2026-03-31

Filed2026-04-10

C3 AI INC Call

C3 AI INC

New

Shares21.0K

Event2026-03-31

Filed2026-04-10

Put Option Holdings

No put option holdings data available