Sponsored

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

Currently, Pines Wealth Management, LLC holds 215 types of securities in its portfolio with a total value $309.0M. In the most recent quarter, they have increased their positions in VGUS (+174.0K shares, valued at $13.2M), BSV (+60.1K shares, valued at $4.7M), VBIL (+54.6K shares, valued at $4.1M); decreased their positions in GLTR (-40.2K shares, valued at $8.8M), IVV (-5.0K shares, valued at $3.3M), WMT (-12.7K shares, valued at $1.6M); initiated new positions in VGUS (+174.0K shares, valued at $13.2M), VBIL (+54.6K shares, valued at $4.1M), N/A (+2.5K shares, valued at $493.1K).

1M P&L

+11.6M+3.70%

3M P&L

+5.8M+1.82%

HY P&L

+20.8M+6.81%

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/A142.2M

50.2%

2Semiconductors16.4M

5.8%

3Software - Infrastructure11.4M

4.0%

Top Industries by Stock Count

1N/A76 stocks

39.6%

2Drug Manufacturers - General7 stocks

3.6%

3Semiconductors6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR27.0K shares-15.61%2026-03-312026-04-08

VGUS VANGUARD INSTL INDEX FD174.0K sharesnew addition2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS146.1K shares69.98%2026-03-312026-04-08

NVDA NVIDIA CORPORATION63.8K shares-2.08%2026-03-312026-04-08

AAPL APPLE INC40.0K shares3.79%2026-03-312026-04-08

MSFT MICROSOFT CORP22.3K shares2.24%2026-03-312026-04-08

AMZN AMAZON COM INC38.2K shares1.59%2026-03-312026-04-08

MUB ISHARES TR73.0K shares-4.52%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC22.8K shares0.81%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T8.1K shares2.89%2026-03-312026-04-08

LQD ISHARES TR47.4K shares-2.50%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO17.3K shares-9.68%2026-03-312026-04-08

WMT WALMART INC40.1K shares-23.96%2026-03-312026-04-08

IGSB ISHARES TR91.2K shares3.50%2026-03-312026-04-08

ALPHABET INC ALPHABET INC16.4K shares-9.42%2026-03-312026-04-08

LLY ELI LILLY & CO4.8K shares1.30%2026-03-312026-04-08

Sponsored

XOM EXXON MOBIL CORP25.5K shares-1.99%2026-03-312026-04-08

VBIL VANGUARD INSTL INDEX FD54.6K sharesnew addition2026-03-312026-04-08

IVE ISHARES TR18.3K shares-2.60%2026-03-312026-04-08

IUSB ISHARES TR81.3K shares14.50%2026-03-312026-04-08

ALPHABET INC ALPHABET INC11.6K shares-13.62%2026-03-312026-04-08

FDX FEDEX CORP9.0K shares1.24%2026-03-312026-04-08

IWM ISHARES TR12.0K shares0.41%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR46.9K shares-2.41%2026-03-312026-04-08

Sponsored

IBM INTERNATIONAL BUSINESS MACHS10.9K shares3.75%2026-03-312026-04-08

PG PROCTER & GAMBLE CO17.8K shares4.05%2026-03-312026-04-08

IJR ISHARES TR20.1K shares-9.20%2026-03-312026-04-08

SUB ISHARES TR22.4K shares10.43%2026-03-312026-04-08

CGUS CAPITAL GROUP CORE EQUITY ET56.3K shares-10.04%2026-03-312026-04-08

SDY SPDR SERIES TRUST14.6K shares2.73%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR85.0K shares41.26%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION1.9K shares0.57%2026-03-312026-04-08

Sponsored

NEE NEXTERA ENERGY INC20.7K shares-2.09%2026-03-312026-04-08

LOW LOWES COS INC7.9K shares7.00%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE43.5K shares-6.56%2026-03-312026-04-08

META META PLATFORMS INC3.2K shares15.73%2026-03-312026-04-08

AMGN AMGEN INC5.0K shares-0.86%2026-03-312026-04-08

VGT VANGUARD WORLD FD2.5K shares11.92%2026-03-312026-04-08

CGCV CAPITAL GROUP CONSERVATIVE E58.7K shares-0.76%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC2.0K shares-20.15%2026-03-312026-04-08

Sponsored

V VISA INC5.7K shares-3.09%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP2.8K shares1.04%2026-03-312026-04-08

CVX CHEVRON CORPORATION8.1K shares0.32%2026-03-312026-04-08

ABBV ABBVIE INC7.6K shares8.47%2026-03-312026-04-08

HD HOME DEPOT INC5.0K shares7.19%2026-03-312026-04-08

RECS COLUMBIA ETF TR I41.2K shares1.94%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.7K shares6.75%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC3.2K shares-0.22%2026-03-312026-04-08

Sponsored

TSLA TESLA INC4.3K shares1.99%2026-03-312026-04-08

KLAC KLA CORP1.1K shares-24.55%2026-03-312026-04-08

VB VANGUARD INDEX FDS5.8K shares17.31%2026-03-312026-04-08

EEM ISHARES TR26.9K shares-13.84%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS25.1K shares41.09%2026-03-312026-04-08

PLD PROLOGIS INC.11.0K shares7.00%2026-03-312026-04-08

ORCL ORACLE CORP9.8K shares401.79%2026-03-312026-04-08

CGNG CAPITAL GROUP NEW GEOGRAPHY44.7K shares-3.69%2026-03-312026-04-08

Sponsored

ADBE ADOBE INC5.8K shares208.37%2026-03-312026-04-08

CAT CATERPILLAR INC2.0K shares-4.23%2026-03-312026-04-08

CSCO CISCO SYS INC17.4K shares0.53%2026-03-312026-04-08

MCK MCKESSON CORP1.5K shares-15.87%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF33.2K shares-2.28%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC6.5K shares5.86%2026-03-312026-04-08

SMH VANECK ETF TRUST3.4K shares-8.50%2026-03-312026-04-08

MCD MCDONALDS CORP4.2K shares-0.63%2026-03-312026-04-08

Sponsored

TJX TJX COS INC NEW7.9K shares-2.17%2026-03-312026-04-08

QCOM QUALCOMM INC9.8K shares-6.20%2026-03-312026-04-08

RTX RTX CORPORATION6.4K shares2.46%2026-03-312026-04-08

CGXU CAPITAL GROUP INTL FOCUS EQT42.0K shares-2.12%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS15.0K shares35.15%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.4K shares-4.34%2026-03-312026-04-08

CGCB CAPITAL GRP FIXED INCM ETF T45.6K shares16.62%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC3.5K shares-34.46%2026-03-312026-04-08

Sponsored

XLY SELECT SECTOR SPDR TR10.8K shares-8.39%2026-03-312026-04-08

COP CONOCOPHILLIPS8.8K shares-1.53%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC3.1K shares4.29%2026-03-312026-04-08

QUAL ISHARES TR5.8K shares-5.90%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC9.2K shares28.25%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC2.6K shares-7.39%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC3.2K shares-13.64%2026-03-312026-04-08

GLTR ABRDN PRECIOUS METALS BASKET4.9K shares-89.18%2026-03-312026-04-08

Sponsored

PNC PNC FINL SVCS GROUP INC5.1K shares-4.10%2026-03-312026-04-08

COMT ISHARES U S ETF TR29.1K shares0.15%2026-03-312026-04-08

CGSD CAPITAL GRP FIXED INCM ETF T38.1K shares22.68%2026-03-312026-04-08

CGMM CAPITAL GROUP EQUITY ETF TR32.8K shares-4.36%2026-03-312026-04-08

CGMS CAPITAL GRP FIXED INCM ETF T35.0K shares14.11%2026-03-312026-04-08

USIG ISHARES TR18.4K shares0.59%2026-03-312026-04-08

SOXX ISHARES TR2.8K shares-32.54%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR6.8K shares-7.10%2026-03-312026-04-08

Sponsored

PGX INVESCO EXCH TRADED FD TR II82.5K shares25.33%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS11.3K shares34.20%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC2.3K shares0.39%2026-03-312026-04-08

GOVT ISHARES TR39.0K shares0.70%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR8.0K shares-3.86%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR5.9K shares22.42%2026-03-312026-04-08

SHEL SHELL PLC9.3K shares-21.03%2026-03-312026-04-08

IEMG ISHARES INC12.3K shares0.86%2026-03-312026-04-08

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C36.0K shares1.47%2026-03-312026-04-08

MA MASTERCARD INCORPORATED1.7K shares-13.14%2026-03-312026-04-08

IXN ISHARES TR8.1K shares-18.88%2026-03-312026-04-08

GLD SPDR GOLD TR1.9K shares-41.46%2026-03-312026-04-08

NFLX NETFLIX INC.7.9K shares15.38%2026-03-312026-04-08

DLR DIGITAL RLTY TR INC4.2K shares-1.84%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC4.7K shares4.89%2026-03-312026-04-08

APH AMPHENOL CORP5.6K shares-19.05%2026-03-312026-04-08

Sponsored

CGBL CAPITAL GROUP CORE BALANCED20.4K shares0.05%2026-03-312026-04-08

UNP UNION PAC CORP2.9K shares2.49%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR14.0K shares-1.37%2026-03-312026-04-08

VTV VANGUARD INDEX FDS3.5K shares-1.40%2026-03-312026-04-08

WFC WELLS FARGO & CO8.5K shares10.53%2026-03-312026-04-08

NOW SERVICENOW INC6.3K shares209.56%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON2.7K shares-2.15%2026-03-312026-04-08

WDC WESTERN DIGITAL CORP2.4K shares-22.62%2026-03-312026-04-08

Sponsored

IFRA ISHARES TR11.1K shares12.69%2026-03-312026-04-08

FFSM FIDELITY COVINGTON TRUST19.7K shares0.00%2026-03-312026-04-08

TFC TRUIST FINL CORP13.5K shares-11.65%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL18.3K shares-3.94%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-2.31%2026-03-312026-04-08

VTWO VANGUARD SCOTTSDALE FDS6.0K shares-4.81%2026-03-312026-04-08

IBB ISHARES TR3.6K shares6.76%2026-03-312026-04-08

PEP PEPSICO INC3.8K shares-1.21%2026-03-312026-04-08

Sponsored

CITIGROUP INC CITIGROUP INC4.8K shares-14.29%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR13.3K shares45.49%2026-03-312026-04-08

HON HONEYWELL INTL INC2.4K shares-6.18%2026-03-312026-04-08

DVY ISHARES TR3.6K shares0.00%2026-03-312026-04-08

BTI BRITISH AMERN TOB PLC9.1K shares12.19%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC3.2K shares-14.30%2026-03-312026-04-08

USHY ISHARES TR14.2K shares0.25%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP749 shares-15.65%2026-03-312026-04-08

Sponsored

BSX BOSTON SCIENTIFIC CORP7.9K shares-6.28%2026-03-312026-04-08

ASTRAZENECA PLC ASTRAZENECA PLC2.5K sharesnew addition2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.7K shares-7.85%2026-03-312026-04-08

CSX CSX CORP12.0K shares1.10%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares-20.07%2026-03-312026-04-08

MET METLIFE INC6.8K shares-3.03%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP527 shares-8.98%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO1.5K shares-15.39%2026-03-312026-04-08

Sponsored

ABT ABBOTT LABORATORIES4.5K shares-5.72%2026-03-312026-04-08

F FORD MTR CO40.1K shares0.13%2026-03-312026-04-08

DIS DISNEY WALT CO4.8K shares5.75%2026-03-312026-04-08

DE DEERE & CO812 shares-1.34%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC5.2K shares7.37%2026-03-312026-04-08

EFV ISHARES TR6.0K shares-4.75%2026-03-312026-04-08

LINDE PLC LINDE PLC886 shares7.65%2026-03-312026-04-08

KO COCA COLA CO5.7K shares-6.27%2026-03-312026-04-08

Sponsored

VIS VANGUARD WORLD FD1.4K shares19.41%2026-03-312026-04-08

CRM SALESFORCE INC2.3K shares29.31%2026-03-312026-04-08

VDC VANGUARD WORLD FD1.9K shares30.25%2026-03-312026-04-08

EFG ISHARES TR3.7K shares-6.95%2026-03-312026-04-08

TXN TEXAS INSTRS INC2.0K shares29.56%2026-03-312026-04-08

EMXC ISHARES INC4.7K shares-32.60%2026-03-312026-04-08

GEV GE VERNOVA INC417 shares2.96%2026-03-312026-04-08

DHR DANAHER CORP DEL1.9K shares1.16%2026-03-312026-04-08

Sponsored

AEP AMERICAN ELEC PWR CO INC2.8K shares-14.38%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS600 shares-16.08%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC7.1K shares10.50%2026-03-312026-04-08

IEFA ISHARES TR3.9K shares23.83%2026-03-312026-04-08

D DOMINION ENERGY INC5.7K shares19.32%2026-03-312026-04-08

EFA ISHARES TR3.7K shares-8.43%2026-03-312026-04-08

GILD GILEAD SCIENCES INC2.5K shares6.00%2026-03-312026-04-08

MS MORGAN STANLEY2.1K shares-11.94%2026-03-312026-04-08

Sponsored

TD TORONTO DOMINION BK ONT3.8K shares-4.50%2026-03-312026-04-08

KKR & CO INC KKR & CO INC3.8K shares-15.17%2026-03-312026-04-08

AMAT APPLIED MATLS INC1.0K shares-9.63%2026-03-312026-04-08

EQIX EQUINIX INC344 shares-11.11%2026-03-312026-04-08

VHT VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC1.5K shares-18.36%2026-03-312026-04-08

URI UNITED RENTALS INC457 shares1.11%2026-03-312026-04-08

LNG CHENIERE ENERGY INC1.2K shares-3.34%2026-03-312026-04-08

Sponsored

CVS CVS HEALTH CORP4.4K shares-7.69%2026-03-312026-04-08

NDAQ NASDAQ INC3.7K shares21.08%2026-03-312026-04-08

FFC FLAHERTY & CRUMRIN PFD & INM20.5K shares0.00%2026-03-312026-04-08

ZTS ZOETIS INC2.7K shares21.51%2026-03-312026-04-08

NKE NIKE INC5.8K shares4.55%2026-03-312026-04-08

ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-0.95%2026-03-312026-04-08

GUT GABELLI UTIL TR50.0K shares0.00%2026-03-312026-04-08

SBUX STARBUCKS CORP3.4K shares4.63%2026-03-312026-04-08

Sponsored

BAC BANK AMERICA CORP6.1K shares-19.63%2026-03-312026-04-08

IXC ISHARES TR5.1K shares-3.93%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC4.1K shares17.07%2026-03-312026-04-08

AMT AMERICAN TOWER CORP1.7K shares11.00%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP3.0K shares24.55%2026-03-312026-04-08

ASML ASML HLDG NV215 sharesnew addition2026-03-312026-04-08

SKYY FIRST TR EXCHANGE-TRADED FD2.6K shares35.60%2026-03-312026-04-08

EOG EOG RES INC2.0K sharesnew addition2026-03-312026-04-08

Sponsored

STPZ PIMCO ETF TR5.1K shares0.00%2026-03-312026-04-08

CARR CARRIER GLOBAL CORPORATION4.8K shares3.98%2026-03-312026-04-08

CENCORA INC CENCORA INC862 shares-4.75%2026-03-312026-04-08

CMCSA COMCAST CORP NEW9.3K shares9.53%2026-03-312026-04-08

AGG ISHARES TR2.7K shares0.49%2026-03-312026-04-08

PGR PROGRESSIVE CORP1.3K shares-3.93%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP1.4K shares-8.23%2026-03-312026-04-08

RY ROYAL BK CDA1.6K shares0.00%2026-03-312026-04-08

Sponsored

BLACKSTONE INC BLACKSTONE INC2.2K shares-11.70%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC913 shares12.58%2026-03-312026-04-08

HDV ISHARES TR1.8K shares-4.10%2026-03-312026-04-08

WMB WILLIAMS COS INC3.3K shares-14.66%2026-03-312026-04-08

SLV ISHARES SILVER TR3.5K shares-39.13%2026-03-312026-04-08

IWD ISHARES TR1.1K shares-9.21%2026-03-312026-04-08

MLM MARTIN MARIETTA MATLS INC393 shares2.34%2026-03-312026-04-08

THE CIGNA GROUP THE CIGNA GROUP856 shares10.74%2026-03-312026-04-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I773 sharesnew addition2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares3.82%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC3.7K shares-16.77%2026-03-312026-04-08

BA BOEING CO1.1K shares-9.70%2026-03-312026-04-08

BP BP PLC4.6K shares-24.01%2026-03-312026-04-08

TOTALENERGIES SE TOTALENERGIES SE2.3K sharesnew addition2026-03-312026-04-08

SPOT SPOTIFY TECHNOLOGY S A435 shares3.33%2026-03-312026-04-08

Sponsored

T AT&T INC7.2K sharesnew addition2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO3.4K shares-19.06%2026-03-312026-04-08

PFE PFIZER INC7.4K shares-21.45%2026-03-312026-04-08

CB CHUBB LTD SWITZ638 sharesnew addition2026-03-312026-04-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL530 sharesnew addition2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC590 shares-16.19%2026-03-312026-04-08

PUTNAM ETF TRUST PUTNAM ETF TRUST11.3K shares0.00%2026-03-312026-04-08

IVV

ISHARES TR

-15.61%

Shares27.0K

Event2026-03-31

Filed2026-04-08

VGUS

VANGUARD INSTL INDEX FD

New

Shares174.0K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

69.98%

Shares146.1K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-2.08%

Shares63.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

3.79%

Shares40.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.24%

Shares22.3K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.59%

Shares38.2K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-4.52%

Shares73.0K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.81%

Shares22.8K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

2.89%

Shares8.1K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

-2.50%

Shares47.4K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-9.68%

Shares17.3K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-23.96%

Shares40.1K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

3.50%

Shares91.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-9.42%

Shares16.4K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

1.30%

Shares4.8K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.99%

Shares25.5K

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

New

Shares54.6K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-2.60%

Shares18.3K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

14.50%

Shares81.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-13.62%

Shares11.6K

Event2026-03-31

Filed2026-04-08

FDX

FEDEX CORP

1.24%

Shares9.0K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.41%

Shares12.0K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-2.41%

Shares46.9K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

3.75%

Shares10.9K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

4.05%

Shares17.8K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-9.20%

Shares20.1K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

10.43%

Shares22.4K

Event2026-03-31

Filed2026-04-08

CGUS

CAPITAL GROUP CORE EQUITY ET

-10.04%

Shares56.3K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

2.73%

Shares14.6K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

41.26%

Shares85.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.57%

Shares1.9K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-2.09%

Shares20.7K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

7.00%

Shares7.9K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-6.56%

Shares43.5K

Event2026-03-31

Filed2026-04-08