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The Analysis of Physician Wealth Advisors, Inc.'s Holdings & P&L

Currently, Physician Wealth Advisors, Inc. holds 2057 types of securities in its portfolio with a total value $718.5M. In the most recent quarter, they have increased their positions in ACWX (+491.9K shares, valued at $33.7M), SPYM (+259.4K shares, valued at $19.9M), DFCF (+78.4K shares, valued at $3.3M); decreased their positions in XLG (-407.2K shares, valued at $22.2M), IEMG (-215.5K shares, valued at $15.0M), EFV (-116.7K shares, valued at $8.7M); initiated new positions in ACWX (+491.9K shares, valued at $33.7M), VOOV (+710 shares, valued at $144.8K), SFLR (+2.7K shares, valued at $95.6K).

1M P&L

+37.1M+4.89%

3M P&L

+21.8M+2.82%

HY P&L

+49.8M+6.69%

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/A603.9M

86.2%

2Consumer Electronics15.9M

2.3%

3Semiconductors12.3M

1.8%

Top Industries by Stock Count

1N/A386 stocks

20.1%

2Banks - Regional101 stocks

5.3%

3Biotechnology71 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR138.2K shares1.34%2026-03-312026-04-24

SPYM SPDR SERIES TRUST675.2K shares62.40%2026-03-312026-04-24

ACWX ISHARES TR491.9K sharesnew addition2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST763.5K shares0.56%2026-03-312026-04-24

IVE ISHARES TR135.2K shares-5.02%2026-03-312026-04-24

DFAE DIMENSIONAL ETF TRUST779.3K shares4.86%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST435.6K shares-16.35%2026-03-312026-04-24

IVW ISHARES TR211.4K shares6.91%2026-03-312026-04-24

Sponsored

ITOT ISHARES TR128.1K shares1.14%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST381.9K shares0.48%2026-03-312026-04-24

AAPL APPLE INC62.6K shares0.55%2026-03-312026-04-24

QUAL ISHARES TR76.7K shares1.65%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR317.0K shares11.35%2026-03-312026-04-24

BAI BLACKROCK ETF TRUST386.3K shares4.67%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II104.7K shares5.67%2026-03-312026-04-24

IEFA ISHARES TR126.3K shares-3.75%2026-03-312026-04-24

Sponsored

THRO BLACKROCK ETF TRUST315.0K shares6.84%2026-03-312026-04-24

EFV ISHARES TR152.7K shares-43.32%2026-03-312026-04-24

DFAW DIMENSIONAL ETF TRUST147.9K shares-2.31%2026-03-312026-04-24

MGC VANGUARD WORLD FD44.7K shares2.38%2026-03-312026-04-24

IJH ISHARES TR148.7K shares1.35%2026-03-312026-04-24

NVDA NVIDIA CORPORATION54.1K shares1.06%2026-03-312026-04-24

SHLD GLOBAL X FDS124.5K shares49.51%2026-03-312026-04-24

DGRO ISHARES TR112.4K shares-1.38%2026-03-312026-04-24

Sponsored

IXUS ISHARES TR90.1K shares0.16%2026-03-312026-04-24

VCRM VANGUARD MUN BD FDS87.2K shares7.05%2026-03-312026-04-24

MSFT MICROSOFT CORP15.8K shares11.08%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST76.0K shares1.07%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST138.8K shares-0.62%2026-03-312026-04-24

ESGU ISHARES TR35.6K shares5.74%2026-03-312026-04-24

STIP ISHARES TR42.8K shares-1.43%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST102.8K shares321.19%2026-03-312026-04-24

Sponsored

FREL FIDELITY COVINGTON TRUST159.9K shares-0.18%2026-03-312026-04-24

HQY HEALTHEQUITY INC47.0K shares0.01%2026-03-312026-04-24

VGT VANGUARD WORLD FD5.5K shares6.49%2026-03-312026-04-24

IJR ISHARES TR29.0K shares-1.99%2026-03-312026-04-24

LRGF ISHARES TR49.3K shares3.34%2026-03-312026-04-24

AMZN AMAZON COM INC15.1K shares1.98%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares1.70%2026-03-312026-04-24

EFAV ISHARES TR33.4K shares-2.99%2026-03-312026-04-24

Sponsored

GLDM WORLD GOLD TR31.6K shares-65.50%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR4.7K shares2.09%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR85.4K shares3.25%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST74.3K shares0.03%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.6K shares2.35%2026-03-312026-04-24

IEMG ISHARES INC34.9K shares-86.07%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST34.2K shares0.14%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares-2.70%2026-03-312026-04-24

Sponsored

TSLA TESLA INC5.7K shares-4.11%2026-03-312026-04-24

GBCI GLACIER BANCORP INC NEW44.1K shares367325.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.9K shares3.31%2026-03-312026-04-24

TNA DIREXION SHARES ETF TRUST42.6K shares0.00%2026-03-312026-04-24

MTUM ISHARES TR7.8K shares-0.54%2026-03-312026-04-24

WMT WALMART INC14.7K shares3.45%2026-03-312026-04-24

IJS ISHARES TR14.3K shares-3.14%2026-03-312026-04-24

EFG ISHARES TR13.4K shares-5.38%2026-03-312026-04-24

Sponsored

VV VANGUARD INDEX FDS5.0K shares0.95%2026-03-312026-04-24

EEMV ISHARES INC23.0K shares-2.36%2026-03-312026-04-24

EXR EXTRA SPACE STORAGE INC10.9K shares0.26%2026-03-312026-04-24

ALPHABET INC ALPHABET INC4.8K shares0.04%2026-03-312026-04-24

VLUE ISHARES TR9.6K shares6.54%2026-03-312026-04-24

MUB ISHARES TR12.7K shares21.06%2026-03-312026-04-24

USMV ISHARES TR14.2K shares8.01%2026-03-312026-04-24

ZION ZIONS BANCORPORATION NATL AS22.5K shares63.17%2026-03-312026-04-24

Sponsored

DFSU DIMENSIONAL ETF TRUST31.4K shares2.50%2026-03-312026-04-24

IWC ISHARES TR7.7K shares-2.23%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS13.8K shares0.37%2026-03-312026-04-24

SIL GLOBAL X FDS13.2K shares0.38%2026-03-312026-04-24

ESGE ISHARES INC25.2K shares12.72%2026-03-312026-04-24

META META PLATFORMS INC1.9K shares11.62%2026-03-312026-04-24

BROADCOM INC BROADCOM INC3.6K shares4.46%2026-03-312026-04-24

TDY TELEDYNE TECHNOLOGIES INC1.8K shares0.06%2026-03-312026-04-24

Sponsored

SCZ ISHARES TR13.0K shares-2.74%2026-03-312026-04-24

WFC WELLS FARGO & CO11.1K shares98.29%2026-03-312026-04-24

LLY ELI LILLY & CO954 shares4.26%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares4.28%2026-03-312026-04-24

V VISA INC2.7K shares69.18%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.3K shares5.75%2026-03-312026-04-24

VBR VANGUARD INDEX FDS3.6K shares0.06%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-03-312026-04-24

Sponsored

AGG ISHARES TR7.5K shares-3.88%2026-03-312026-04-24

MA MASTERCARD INCORPORATED1.5K shares-1.13%2026-03-312026-04-24

DFNM DIMENSIONAL ETF TRUST15.3K shares0.35%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP2.7K shares2.62%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.4K shares0.68%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST19.8K shares0.62%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.3K shares6.43%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC3.3K shares-23.33%2026-03-312026-04-24

Sponsored

MCD MCDONALDS CORP2.1K shares-0.14%2026-03-312026-04-24

CAT CATERPILLAR INC909 shares6.07%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR4.8K shares0.06%2026-03-312026-04-24

IXN ISHARES TR6.2K shares5.31%2026-03-312026-04-24

NOW SERVICENOW INC5.8K shares4.92%2026-03-312026-04-24

DDFS INNOVATOR ETFS TRUST28.6K shares0.08%2026-03-312026-04-24

TQQQ PROSHARES TR14.2K shares-2.72%2026-03-312026-04-24

VFMF VANGUARD WELLINGTON FD3.8K shares0.03%2026-03-312026-04-24

Sponsored

GLD SPDR GOLD TR1.4K shares0.74%2026-03-312026-04-24

VO VANGUARD INDEX FDS2.0K shares0.59%2026-03-312026-04-24

SUB ISHARES TR5.4K shares-4.05%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC3.8K shares-4.14%2026-03-312026-04-24

AMAT APPLIED MATLS INC1.6K shares-42.14%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC4.6K shares4.45%2026-03-312026-04-24

CSCO CISCO SYS INC7.0K shares107.85%2026-03-312026-04-24

XOM EXXON MOBIL CORP3.1K shares2.65%2026-03-312026-04-24

Sponsored

ICSH ISHARES TR10.0K shares-2.83%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.3K shares-0.72%2026-03-312026-04-24

SNFCA SECURITY NATL FINL CORP52.4K shares0.00%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-24

ESGV VANGUARD WORLD FD4.2K shares-10.23%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS7.2K shares0.06%2026-03-312026-04-24

EFA ISHARES TR4.7K shares0.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO3.1K shares4.58%2026-03-312026-04-24

Sponsored

SCHB SCHWAB STRATEGIC TR17.8K shares-1.57%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.5K shares-4.89%2026-03-312026-04-24

IHI ISHARES TR8.3K shares7.79%2026-03-312026-04-24

GEV GE VERNOVA INC488 shares36.31%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.5K shares44.11%2026-03-312026-04-24

PEP PEPSICO INC2.7K shares6.68%2026-03-312026-04-24

COP CONOCOPHILLIPS3.1K shares4.26%2026-03-312026-04-24

DIS DISNEY WALT CO4.2K shares68.15%2026-03-312026-04-24

Sponsored

VCRB VANGUARD MALVERN FDS5.2K shares16.92%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC1.7K shares2.49%2026-03-312026-04-24

BAC BANK AMERICA CORP8.2K shares-1.10%2026-03-312026-04-24

TRMB TRIMBLE INC6.0K shares0.20%2026-03-312026-04-24

DFSI DIMENSIONAL ETF TRUST9.1K shares-1.65%2026-03-312026-04-24

IBTG ISHARES TR16.7K shares0.00%2026-03-312026-04-24

AEE AMEREN CORP3.5K shares0.14%2026-03-312026-04-24

HD HOME DEPOT INC1.1K shares-1.30%2026-03-312026-04-24

Sponsored

SYLD CAMBRIA ETF TR4.8K shares0.13%2026-03-312026-04-24

VTI VANGUARD INDEX FDS1.1K shares1.10%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2026-03-312026-04-24

ESGD ISHARES TR3.7K shares4.23%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L9.3K shares0.00%2026-03-312026-04-24

USXF ISHARES TR6.0K shares-29.30%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC3.8K shares76.00%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC78 shares9.86%2026-03-312026-04-24

Sponsored

HUN HUNTSMAN CORP24.5K shares0.28%2026-03-312026-04-24

APH AMPHENOL CORP2.6K shares4.08%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC337 shares10.13%2026-03-312026-04-24

INTC INTEL CORP7.3K shares30.35%2026-03-312026-04-24

NFLX NETFLIX INC.3.4K shares21.48%2026-03-312026-04-24

NWE NORTHWESTERN ENERGY GROUP IN4.8K shares0.00%2026-03-312026-04-24

QCOM QUALCOMM INC2.4K shares-6.69%2026-03-312026-04-24

TXN TEXAS INSTRS INC1.6K shares17.32%2026-03-312026-04-24

Sponsored

VTIP VANGUARD MALVERN FDS6.1K shares10.70%2026-03-312026-04-24

T AT&T INC10.5K shares5.22%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR10.4K shares1.44%2026-03-312026-04-24

XSOE WISDOMTREE TR7.5K shares1.42%2026-03-312026-04-24

PLD PROLOGIS INC.2.3K shares2.79%2026-03-312026-04-24

PFE PFIZER INC10.5K shares10.47%2026-03-312026-04-24

TJX TJX COS INC NEW1.8K shares5.22%2026-03-312026-04-24

DFAR DIMENSIONAL ETF TRUST12.3K shares-0.30%2026-03-312026-04-24

Sponsored

VRTX VERTEX PHARMACEUTICALS INC644 shares-9.55%2026-03-312026-04-24

SOXX ISHARES TR874 shares4.55%2026-03-312026-04-24

ORCL ORACLE CORP1.9K shares54.13%2026-03-312026-04-24

USEP INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR11.1K shares0.36%2026-03-312026-04-24

ABBV ABBVIE INC1.3K shares5.34%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC575 shares0.00%2026-03-312026-04-24

DAL DELTA AIR LINES INC4.2K shares2.58%2026-03-312026-04-24

Sponsored

KMI KINDER MORGAN INC DEL8.0K shares2.43%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T4.9K shares-98.82%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW805 shares0.37%2026-03-312026-04-24

UNP UNION PAC CORP1.1K shares-3.56%2026-03-312026-04-24

WPM WHEATON PRECIOUS METALS CORP2.0K shares0.00%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-03-312026-04-24

TRP TC ENERGY CORP4.0K shares0.00%2026-03-312026-04-24

BA BOEING CO1.3K shares13.77%2026-03-312026-04-24

Sponsored

WPC WP CAREY INC3.7K shares0.00%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares-5.53%2026-03-312026-04-24

OKE ONEOK INC NEW2.7K shares-0.33%2026-03-312026-04-24

NVS NOVARTIS AG1.6K shares1.60%2026-03-312026-04-24

RGLD ROYAL GOLD INC929 shares-4.42%2026-03-312026-04-24

D DOMINION ENERGY INC3.7K shares1.03%2026-03-312026-04-24

IBDT ISHARES TR8.8K shares0.55%2026-03-312026-04-24

MMM 3M CO1.5K shares-1.04%2026-03-312026-04-24

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN29.4K shares0.00%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC261 shares13.97%2026-03-312026-04-24

PAA PLAINS ALL AMERN PIPELINE L9.7K shares0.00%2026-03-312026-04-24

KO COCA COLA CO2.8K shares9.01%2026-03-312026-04-24

PSF COHEN & STEERS SELECT PFD &11.1K shares0.00%2026-03-312026-04-24

EME EMCOR GROUP INC289 shares1.05%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F4.2K shares-8.36%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-03-312026-04-24

Sponsored

ADSK AUTODESK INC887 shares3.99%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST4.0K shares-2.20%2026-03-312026-04-24

VHT VANGUARD WORLD FD760 shares-5.71%2026-03-312026-04-24

AVGE AMERICAN CENTY ETF TR2.3K shares-22.79%2026-03-312026-04-24

FTEC FIDELITY COVINGTON TRUST993 shares-5.70%2026-03-312026-04-24

EA ELECTRONIC ARTS INC1.0K shares3.90%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP939 shares22.91%2026-03-312026-04-24

LOW LOWES COS INC849 shares-2.30%2026-03-312026-04-24

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.2K shares2.10%2026-03-312026-04-24

BDX BECTON DICKINSON & CO1.3K shares0.95%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS4.0K shares194.22%2026-03-312026-04-24

PYLD PIMCO ETF TR7.5K shares0.00%2026-03-312026-04-24

RTX RTX CORPORATION1.0K shares2.52%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC575 shares54.16%2026-03-312026-04-24

SLV ISHARES SILVER TR2.8K shares-24.50%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F3.5K shares1.39%2026-03-312026-04-24

Sponsored

SSO PROSHARES TR3.6K shares10.59%2026-03-312026-04-24

DVY ISHARES TR1.2K shares0.00%2026-03-312026-04-24

DFSE DIMENSIONAL ETF TRUST4.2K shares-12.17%2026-03-312026-04-24

ASML ASML HLDG NV135 shares7.14%2026-03-312026-04-24

SPGI S&P GLOBAL INC418 shares-15.04%2026-03-312026-04-24

UDEC INNOVATOR ETFS TRUST4.5K shares0.00%2026-03-312026-04-24

ICF ISHARES TR2.8K shares-18.39%2026-03-312026-04-24

AZO AUTOZONE INC52 shares15.56%2026-03-312026-04-24

Sponsored

SKYW SKYWEST INC1.9K shares10.76%2026-03-312026-04-24

IWM ISHARES TR699 shares12.38%2026-03-312026-04-24

GPIX GOLDMAN SACHS ETF TR3.4K shares483.97%2026-03-312026-04-24

IBMS ISHARES TR6.5K shares0.00%2026-03-312026-04-24

WELL WELLTOWER INC839 shares2.57%2026-03-312026-04-24

IBDS ISHARES TR6.8K shares214.52%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR1.9K shares-0.32%2026-03-312026-04-24

UFEB INNOVATOR ETFS TRUST4.4K shares-20.63%2026-03-312026-04-24

Sponsored

LCTU BLACKROCK ETF TRUST2.3K shares377.99%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS654 shares-2.68%2026-03-312026-04-24

IFRA ISHARES TR2.8K shares-15.82%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC581 shares-3.65%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC438 shares42.67%2026-03-312026-04-24

IBTJ ISHARES TR7.2K shares0.00%2026-03-312026-04-24

IBTK ISHARES TR7.9K shares0.00%2026-03-312026-04-24

PCM PCM FD INC27.3K shares0.00%2026-03-312026-04-24

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IYW ISHARES TR859 shares-44.26%2026-03-312026-04-24

IBTI ISHARES TR7.0K shares-33.30%2026-03-312026-04-24

IJJ ISHARES TR1.2K shares0.00%2026-03-312026-04-24

IBTH ISHARES TR6.9K shares0.00%2026-03-312026-04-24

HSIC SCHEIN HENRY INC2.0K shares0.55%2026-03-312026-04-24

DLR DIGITAL RLTY TR INC818 shares5.14%2026-03-312026-04-24

VOOV VANGUARD ADMIRAL FDS INC710 sharesnew addition2026-03-312026-04-24

ED CONSOLIDATED EDISON INC1.3K shares5.10%2026-03-312026-04-24

Sponsored

VOE VANGUARD INDEX FDS769 shares0.00%2026-03-312026-04-24

PSA PUBLIC STORAGE OPER CO512 shares3.23%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO432 shares8.54%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC339 shares-50.66%2026-03-312026-04-24

CB CHUBB LTD SWITZ414 shares10.70%2026-03-312026-04-24

IQLT ISHARES TR2.9K shares0.66%2026-03-312026-04-24

ECG EVERUS CONSTR GROUP1.1K shares0.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC2.6K shares11.99%2026-03-312026-04-24

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HCA HCA HEALTHCARE INC278 shares1.46%2026-03-312026-04-24

HON HONEYWELL INTL INC573 shares51.19%2026-03-312026-04-24

DMXF ISHARES TR1.7K shares-27.73%2026-03-312026-04-24

INTU INTUIT291 shares-13.39%2026-03-312026-04-24

FAF FIRST AMERN FINL CORP2.1K shares517.51%2026-03-312026-04-24

LINDE PLC LINDE PLC250 shares93.80%2026-03-312026-04-24

SLB SLB LIMITED2.4K shares2.25%2026-03-312026-04-24

WMB WILLIAMS COS INC1.7K shares7.95%2026-03-312026-04-24

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SLYV SPDR SERIES TRUST1.3K shares0.23%2026-03-312026-04-24

UJAN INNOVATOR ETFS TRUST2.9K shares392.49%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC1.1K shares-5.41%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP136 shares1.49%2026-03-312026-04-24

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-04-24

SHOP SHOPIFY INC1.0K shares-0.39%2026-03-312026-04-24

FNV FRANCO NEV CORP480 shares0.00%2026-03-312026-04-24

BOXX EA SERIES TRUST1.0K shares-47.64%2026-03-312026-04-24

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FXL FIRST TR EXCHANGE-TRADED FD729 shares0.00%2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD562 shares0.00%2026-03-312026-04-24

PEJ INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-04-24

VUG VANGUARD INDEX FDS259 shares0.00%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC1.1K shares6.67%2026-03-312026-04-24

WM WASTE MGMT INC DEL485 shares10.23%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC971 shares6.24%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC1.2K shares1.47%2026-03-312026-04-24

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MELI MERCADOLIBRE INC62 shares-22.50%2026-03-312026-04-24

BE BLOOM ENERGY CORP779 shares2063.89%2026-03-312026-04-24

SYK STRYKER CORPORATION320 shares-67.87%2026-03-312026-04-24

F FORD MTR CO9.1K shares-1.96%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP1.1K shares6.80%2026-03-312026-04-24

DSI ISHARES TR847 shares381.25%2026-03-312026-04-24

IBTP ISHARES TR4.0K shares0.00%2026-03-312026-04-24

IBTM ISHARES TR4.5K shares0.00%2026-03-312026-04-24

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IBTL ISHARES TR5.0K shares0.00%2026-03-312026-04-24

CMCSA COMCAST CORP NEW3.6K shares-11.72%2026-03-312026-04-24

IBTO ISHARES TR4.2K shares0.00%2026-03-312026-04-24

VTV VANGUARD INDEX FDS518 shares16.40%2026-03-312026-04-24

MS MORGAN STANLEY616 shares1.48%2026-03-312026-04-24

IBTQ ISHARES TR4.0K shares0.00%2026-03-312026-04-24

BTZ BLACKROCK CR ALLOCATION10.0K shares0.00%2026-03-312026-04-24

YUM YUM BRANDS INC649 shares0.31%2026-03-312026-04-24

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XLV SELECT SECTOR SPDR TR687 shares5.21%2026-03-312026-04-24

ABT ABBOTT LABORATORIES982 shares13.39%2026-03-312026-04-24

MDU MDU RES GROUP INC4.9K shares2.90%2026-03-312026-04-24

THOMSON REUTERS CORP THOMSON REUTERS CORP1.1K shares2.59%2026-03-312026-04-24

SCHP SCHWAB STRATEGIC TR3.7K shares78.61%2026-03-312026-04-24

LULU LULULEMON ATHLETICA INC628 shares-21.79%2026-03-312026-04-24

SFLR INNOVATOR ETFS TRUST2.7K sharesnew addition2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR3.9K shares2.41%2026-03-312026-04-24

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ASTRAZENECA PLC ASTRAZENECA PLC484 sharesnew addition2026-03-312026-04-24

ADI ANALOG DEVICES INC299 shares3.10%2026-03-312026-04-24

SO SOUTHERN CO976 shares10.78%2026-03-312026-04-24

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST5.0K sharesnew addition2026-03-312026-04-24

IYR ISHARES TR991 shares-20.27%2026-03-312026-04-24

SR SPIRE INC1.0K shares0.00%2026-03-312026-04-24

UPRO PROSHARES TR956 shares1.16%2026-03-312026-04-24

IBDR ISHARES TR3.8K shares-45.89%2026-03-312026-04-24

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KNF KNIFE RIVER CORP1.1K shares0.00%2026-03-312026-04-24

URI UNITED RENTALS INC125 shares-13.79%2026-03-312026-04-24

FDX FEDEX CORP254 shares2.42%2026-03-312026-04-24

SHEL SHELL PLC972 shares-0.41%2026-03-312026-04-24

NEE NEXTERA ENERGY INC964 shares14.63%2026-03-312026-04-24

EMR EMERSON ELEC CO682 shares13.67%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC1.6K shares-2.02%2026-03-312026-04-24

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DDFL INNOVATOR ETFS TRUST4.3K shares0.00%2026-03-312026-04-24

ROBO EXCHANGE TRADED CONCEPTS TRU1.3K shares0.00%2026-03-312026-04-24

SA SEABRIDGE GOLD INC3.0K shares0.00%2026-03-312026-04-24

DFSD DIMENSIONAL ETF TRUST1.8K shares0.00%2026-03-312026-04-24

DFEM DIMENSIONAL ETF TRUST2.4K shares0.08%2026-03-312026-04-24

EEM ISHARES TR1.5K shares0.00%2026-03-312026-04-24

SYF SYNCHRONY FINANCIAL1.2K shares-12.38%2026-03-312026-04-24

PSX PHILLIPS 66449 shares-1.32%2026-03-312026-04-24

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AMGN AMGEN INC230 shares10.58%2026-03-312026-04-24

CRM SALESFORCE INC430 shares49.83%2026-03-312026-04-24

DHR DANAHER CORP DEL423 shares8.46%2026-03-312026-04-24

SCCO SOUTHERN COPPER CORP466 shares0.43%2026-03-312026-04-24

CTAS CINTAS CORP471 shares9.03%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC477 shares26.53%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC170 shares-4.49%2026-03-312026-04-24

MMIN NEW YORK LIFE INVTS ACTIVE E3.3K shares0.92%2026-03-312026-04-24

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MCK MCKESSON CORP89 shares23.61%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR1.3K shares-6.61%2026-03-312026-04-24

PYPL PAYPAL HLDGS INC1.7K shares30.83%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-03-312026-04-24

MGK VANGUARD WORLD FD201 shares0.00%2026-03-312026-04-24

ECL ECOLAB INC277 shares3.75%2026-03-312026-04-24

KLAC KLA CORP50 shares11.11%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO292 shares-6.71%2026-03-312026-04-24

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ZTS ZOETIS INC615 shares17.37%2026-03-312026-04-24

PGR PROGRESSIVE CORP364 shares-11.86%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS1.5K shares-0.88%2026-03-312026-04-24

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL179 shares-7.25%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC239 shares8.14%2026-03-312026-04-24

CLH CLEAN HARBORS INC241 shares0.00%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC199 shares-42.82%2026-03-312026-04-24

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GILD GILEAD SCIENCES INC492 shares12.07%2026-03-312026-04-24

SBUX STARBUCKS CORP761 shares-75.66%2026-03-312026-04-24

TFC TRUIST FINL CORP1.5K shares0.41%2026-03-312026-04-24

DHI D R HORTON INC495 shares4.21%2026-03-312026-04-24

ALV AUTOLIV INC642 shares5.77%2026-03-312026-04-24

IRM IRON MTN INC DEL657 shares10.05%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS450 shares0.00%2026-03-312026-04-24

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MPC MARATHON PETE CORP272 shares14.77%2026-03-312026-04-24

QLD PROSHARES TR1.1K sharesnew addition2026-03-312026-04-24

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP191 shares6.11%2026-03-312026-04-24

RCL ROYAL CARIBBEAN GROUP236 shares3.06%2026-03-312026-04-24

CSX CSX CORP1.6K shares0.89%2026-03-312026-04-24

WDC WESTERN DIGITAL CORP240 shares3.00%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP352 shares-9.28%2026-03-312026-04-24

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NBIX NEUROCRINE BIOSCIENCES INC487 shares0.00%2026-03-312026-04-24

KIM KIMCO REALTY CORP2.8K shares10.19%2026-03-312026-04-24

HPE HEWLETT PACKARD ENTERPRISE C2.7K shares6.63%2026-03-312026-04-24

PACS PACS GROUP INC2.0K shares1.51%2026-03-312026-04-24

SYY SYSCO CORP879 shares11.13%2026-03-312026-04-24

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST3.3K sharesnew addition2026-03-312026-04-24

SMMV ISHARES TR1.4K shares0.28%2026-03-312026-04-24

MTG MGIC INVT CORP WIS2.4K shares-3.17%2026-03-312026-04-24

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CDNS CADENCE DESIGN SYSTEM INC222 shares-3.06%2026-03-312026-04-24

ALL ALLSTATE CORP293 shares11.41%2026-03-312026-04-24

TGT TARGET CORP500 shares-6.54%2026-03-312026-04-24

TE CONNECTIVITY PLC TE CONNECTIVITY PLC289 shares15.14%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN384 shares3.50%2026-03-312026-04-24

IGM ISHARES TR506 shares0.00%2026-03-312026-04-24

GDX VANECK ETF TRUST645 shares0.00%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP939 shares-12.97%2026-03-312026-04-24

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CPRT COPART INC1.8K shares-4.37%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC297 shares-1.33%2026-03-312026-04-24

DFEV DIMENSIONAL ETF TRUST1.6K shares0.00%2026-03-312026-04-24

ISCG ISHARES TR1.1K shares0.00%2026-03-312026-04-24

CATY CATHAY GEN BANCORP1.2K shares0.00%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I198 shares4.76%2026-03-312026-04-24

BP BP PLC1.2K shares0.66%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY195 shares-5.34%2026-03-312026-04-24

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PNC PNC FINL SVCS GROUP INC274 shares0.74%2026-03-312026-04-24

NU NU HLDGS LTD3.9K shares-3.57%2026-03-312026-04-24

FCX FREEPORT MCMORAN INC946 shares2.38%2026-03-312026-04-24

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ZMAR INNOVATOR ETFS TRUST2.0K shares0.00%2026-03-312026-04-24

WY WEYERHAEUSER CO2.3K shares301.07%2026-03-312026-04-24

MMCA NEW YORK LIFE INVTS ACTIVE E2.5K shares-3.78%2026-03-312026-04-24

GSK PLC GSK PLC992 shares-33.65%2026-03-312026-04-24

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IBDV ISHARES TR2.5K shares0.00%2026-03-312026-04-24

IBDU ISHARES TR2.3K shares0.00%2026-03-312026-04-24

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REGN REGENERON PHARMACEUTICALS68 shares6.25%2026-03-312026-04-24

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HLT HILTON WORLDWIDE HLDGS INC171 shares2.40%2026-03-312026-04-24

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BSJQ INVESCO EXCH TRD SLF IDX FD2.2K sharesnew addition2026-03-312026-04-24

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CME CME GROUP INC174 shares4.82%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION391 shares19.94%2026-03-312026-04-24

IJAN INNOVATOR ETFS TRUST1.4K sharesnew addition2026-03-312026-04-24

BSEP INNOVATOR ETFS TRUST1.1K shares0.00%2026-03-312026-04-24

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CRWD CROWDSTRIKE HLDGS INC128 shares374.07%2026-03-312026-04-24

MFC MANULIFE FINL CORP1.4K shares0.00%2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR1.0K shares0.00%2026-03-312026-04-24

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IUSG ISHARES TR319 sharesnew addition2026-03-312026-04-24

RSG REPUBLIC SVCS INC224 shares-10.76%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC400 shares34.68%2026-03-312026-04-24

WBD WARNER BROS DISCOVERY INC1.8K shares5.01%2026-03-312026-04-24

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CBRE CBRE GROUP INC361 shares0.00%2026-03-312026-04-24

VDE VANGUARD WORLD FD280 shares0.00%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP80 shares90.48%2026-03-312026-04-24

CVS CVS HEALTH CORP671 shares-7.83%2026-03-312026-04-24

EVUS ISHARES TR1.5K shares355.79%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND239 shares-29.50%2026-03-312026-04-24

ARTY ISHARES TR1.0K shares-0.10%2026-03-312026-04-24

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SPOT SPOTIFY TECHNOLOGY S A96 shares638.46%2026-03-312026-04-24

EOG EOG RES INC318 shares-5.07%2026-03-312026-04-24

VNQI VANGUARD INTL EQUITY INDEX F1.0K shares-6.79%2026-03-312026-04-24

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CTVA CORTEVA INC524 shares7.16%2026-03-312026-04-24

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BBVA BANCO BILBAO VIZCAYA ARGENTA2.0K shares-1.17%2026-03-312026-04-24

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PFG PRINCIPAL FINANCIAL GROUP IN484 shares-17.97%2026-03-312026-04-24

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AHR AMERICAN HEALTHCARE REIT INC922 shares-2.23%2026-03-312026-04-24

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ITB ISHARES TR471 shares0.21%2026-03-312026-04-24

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VVV VALVOLINE INC1.3K shares0.00%2026-03-312026-04-24

ETR ENTERGY CORP NEW377 shares55.79%2026-03-312026-04-24

MRNA MODERNA INC822 shares0.00%2026-03-312026-04-24

COOPER COS INC COOPER COS INC584 shares2.64%2026-03-312026-04-24

PBA PEMBINA PIPELINE CORP920 shares0.00%2026-03-312026-04-24

BFEB INNOVATOR ETFS TRUST862 sharesnew addition2026-03-312026-04-24

SPHY SPDR SERIES TRUST1.8K shares54.70%2026-03-312026-04-24

LPLA LPL FINL HLDGS INC136 shares580.00%2026-03-312026-04-24

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ATI ATI INC278 shares0.00%2026-03-312026-04-24

FBTC FIDELITY WISE ORIGIN BITCOIN672 shares4.02%2026-03-312026-04-24

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UBER UBER TECHNOLOGIES INC547 shares205.59%2026-03-312026-04-24

MFIC MIDCAP FINANCIAL INVSTMNT CO3.5K shares0.00%2026-03-312026-04-24

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GSIE GOLDMAN SACHS ETF TR902 shares0.00%2026-03-312026-04-24

NEM NEWMONT CORP357 shares6.89%2026-03-312026-04-24

FXR FIRST TR EXCHANGE-TRADED FD473 shares0.00%2026-03-312026-04-24

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IGV ISHARES TR473 shares0.00%2026-03-312026-04-24

MAGX ROUNDHILL ETF TRUST887 shares2.78%2026-03-312026-04-24

WFG WEST FRASER TIMBER LTD579 shares177.03%2026-03-312026-04-24

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VFMV VANGUARD WELLINGTON FD270 shares0.00%2026-03-312026-04-24

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QYLD GLOBAL X FDS2.0K shares0.00%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-04-24

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MO ALTRIA GROUP INC524 shares78.84%2026-03-312026-04-24

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APLD APPLIED DIGITAL CORP1.4K shares-1.10%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP118 shares-2.48%2026-03-312026-04-24

SCHO SCHWAB STRATEGIC TR1.4K sharesnew addition2026-03-312026-04-24

FXH FIRST TR EXCHANGE-TRADED FD306 shares0.00%2026-03-312026-04-24

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VPU VANGUARD WORLD FD167 shares0.00%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS448 shares10.07%2026-03-312026-04-24

Sponsored

TT TRANE TECHNOLOGIES PLC79 shares192.59%2026-03-312026-04-24

GLW CORNING INC242 shares3.86%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR398 shares0.51%2026-03-312026-04-24

EQIX EQUINIX INC33 shares266.67%2026-03-312026-04-24

IVV

ISHARES TR

1.34%

Shares138.2K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

62.40%

Shares675.2K

Event2026-03-31

Filed2026-04-24

ACWX

ISHARES TR

New

Shares491.9K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

0.56%

Shares763.5K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-5.02%

Shares135.2K

Event2026-03-31

Filed2026-04-24

DFAE

DIMENSIONAL ETF TRUST

4.86%

Shares779.3K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

-16.35%

Shares435.6K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

6.91%

Shares211.4K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

1.14%

Shares128.1K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

0.48%

Shares381.9K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.55%

Shares62.6K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

1.65%

Shares76.7K

Event2026-03-31

Filed2026-04-24

FBND

FIDELITY MERRIMACK STR TR

11.35%

Shares317.0K

Event2026-03-31

Filed2026-04-24

BAI

BLACKROCK ETF TRUST

4.67%

Shares386.3K

Event2026-03-31

Filed2026-04-24

SPMO

INVESCO EXCH TRADED FD TR II

5.67%

Shares104.7K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-3.75%

Shares126.3K

Event2026-03-31

Filed2026-04-24

THRO

BLACKROCK ETF TRUST

6.84%

Shares315.0K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-43.32%

Shares152.7K

Event2026-03-31

Filed2026-04-24

DFAW

DIMENSIONAL ETF TRUST

-2.31%

Shares147.9K

Event2026-03-31

Filed2026-04-24

MGC

VANGUARD WORLD FD

2.38%

Shares44.7K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

1.35%

Shares148.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

1.06%

Shares54.1K

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

49.51%

Shares124.5K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

-1.38%

Shares112.4K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

0.16%

Shares90.1K

Event2026-03-31

Filed2026-04-24

VCRM

VANGUARD MUN BD FDS

7.05%

Shares87.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

11.08%

Shares15.8K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

1.07%

Shares76.0K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

-0.62%

Shares138.8K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

5.74%

Shares35.6K

Event2026-03-31

Filed2026-04-24

STIP

ISHARES TR

-1.43%

Shares42.8K

Event2026-03-31

Filed2026-04-24

DFCF

DIMENSIONAL ETF TRUST

321.19%

Shares102.8K

Event2026-03-31

Filed2026-04-24

FREL

FIDELITY COVINGTON TRUST

-0.18%

Shares159.9K

Event2026-03-31

Filed2026-04-24

HQY

HEALTHEQUITY INC

0.01%

Shares47.0K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

6.49%

Shares5.5K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.99%

Shares29.0K

Event2026-03-31

Filed2026-04-24

LRGF

ISHARES TR

3.34%

Shares49.3K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.98%

Shares15.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

1.70%

Shares5.2K

Event2026-03-31

Filed2026-04-24

EFAV

ISHARES TR

-2.99%

Shares33.4K

Event2026-03-31

Filed2026-04-24

GLDM

WORLD GOLD TR

-65.50%

Shares31.6K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

2.09%

Shares4.7K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

3.25%

Shares85.4K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

0.03%

Shares74.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

2.35%

Shares8.6K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-86.07%

Shares34.9K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares34.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-2.70%

Shares4.5K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-4.11%

Shares5.7K

Event2026-03-31

Filed2026-04-24

GBCI

GLACIER BANCORP INC NEW

367325.00%

Shares44.1K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

3.31%

Shares1.9K

Event2026-03-31

Filed2026-04-24

TNA

DIREXION SHARES ETF TRUST

0.00%

Shares42.6K

Event2026-03-31

Filed2026-04-24

MTUM

ISHARES TR

-0.54%

Shares7.8K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

3.45%

Shares14.7K

Event2026-03-31

Filed2026-04-24

IJS

ISHARES TR

-3.14%

Shares14.3K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

-5.38%

Shares13.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.95%

Shares5.0K

Event2026-03-31

Filed2026-04-24

EEMV

ISHARES INC

-2.36%

Shares23.0K

Event2026-03-31

Filed2026-04-24

EXR

EXTRA SPACE STORAGE INC

0.26%

Shares10.9K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.04%

Shares4.8K

Event2026-03-31

Filed2026-04-24

VLUE

ISHARES TR

6.54%

Shares9.6K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

21.06%

Shares12.7K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

8.01%

Shares14.2K

Event2026-03-31

Filed2026-04-24

ZION

ZIONS BANCORPORATION NATL AS

63.17%

Shares22.5K

Event2026-03-31

Filed2026-04-24

DFSU

DIMENSIONAL ETF TRUST

2.50%

Shares31.4K

Event2026-03-31

Filed2026-04-24

IWC

ISHARES TR

-2.23%

Shares7.7K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

0.37%

Shares13.8K

Event2026-03-31

Filed2026-04-24

SIL

GLOBAL X FDS

0.38%

Shares13.2K

Event2026-03-31

Filed2026-04-24

ESGE

ISHARES INC

12.72%

Shares25.2K

Event2026-03-31

Filed2026-04-24