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The Analysis of Plancorp, LLC's Holdings & P&L

Currently, Plancorp, LLC holds 378 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in VTI (+90.3K shares, valued at $30.2M), DFIC (+405.3K shares, valued at $15.1M), AVUV (+109.1K shares, valued at $12.5M); decreased their positions in DFUV (-161.5K shares, valued at $8.1M), DFAC (-92.4K shares, valued at $3.7M), DFUS (-46.8K shares, valued at $3.5M); initiated new positions in NEM (+3.9K shares, valued at $472.5K), N/A (+15.8K shares, valued at $450.1K), MQY (+39.6K shares, valued at $438.0K).

1M P&L

+107.3M+3.04%

3M P&L

+87.0M+2.45%

HY P&L

+392.4M+12.10%

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/A3.1B

90.0%

2Gold42.3M

1.2%

3Specialty Industrial Machinery41.1M

1.2%

Top Industries by Stock Count

1N/A154 stocks

44.1%

2Drug Manufacturers - General9 stocks

2.6%

3Semiconductors8 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST10.3M shares-0.89%2026-03-312026-04-14

VTI VANGUARD INDEX FDS1.1M shares8.77%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST4.5M shares-1.04%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST5.6M shares-2.82%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST3.7M shares2.61%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR1.5M shares8.02%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST3.9M shares-1.35%2026-03-312026-04-14

LRGF ISHARES TR2.0M shares6.18%2026-03-312026-04-14

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DFIC DIMENSIONAL ETF TRUST3.5M shares13.10%2026-03-312026-04-14

DFAS DIMENSIONAL ETF TRUST1.3M shares-2.77%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST1.4M shares-3.14%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR864.6K shares-0.22%2026-03-312026-04-14

AVUS AMERICAN CENTY ETF TR527.9K shares1.14%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS67.1K shares3.53%2026-03-312026-04-14

DFEM DIMENSIONAL ETF TRUST1.1M shares14.11%2026-03-312026-04-14

EMR EMERSON ELEC CO272.0K shares-7.24%2026-03-312026-04-14

Sponsored

DFAU DIMENSIONAL ETF TRUST793.4K shares0.47%2026-03-312026-04-14

AAUS EA SERIES TRUST681.5K shares-1.62%2026-03-312026-04-14

SCZ ISHARES TR414.4K shares-0.10%2026-03-312026-04-14

AAPL APPLE INC118.2K shares1.54%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS368.5K shares2.95%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST601.9K shares0.11%2026-03-312026-04-14

ITOT ISHARES TR161.5K shares17.60%2026-03-312026-04-14

EFV ISHARES TR251.0K shares-1.20%2026-03-312026-04-14

Sponsored

AVDV AMERICAN CENTY ETF TR176.1K shares0.00%2026-03-312026-04-14

AVEM AMERICAN CENTY ETF TR199.1K shares0.21%2026-03-312026-04-14

DFAW DIMENSIONAL ETF TRUST175.1K shares32.42%2026-03-312026-04-14

AEM AGNICO EAGLE MINES LTD60.6K shares-10.95%2026-03-312026-04-14

IVLU ISHARES TR318.4K shares0.20%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS137.2K shares3.58%2026-03-312026-04-14

MSFT MICROSOFT CORP33.9K shares-3.13%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T17.4K shares2.10%2026-03-312026-04-14

Sponsored

DFSV DIMENSIONAL ETF TRUST326.6K shares-0.88%2026-03-312026-04-14

IEFA ISHARES TR123.2K shares-0.22%2026-03-312026-04-14

VV VANGUARD INDEX FDS37.2K shares-0.80%2026-03-312026-04-14

LLY ELI LILLY & CO11.4K shares-0.24%2026-03-312026-04-14

ESGU ISHARES TR72.4K shares-0.92%2026-03-312026-04-14

AMZN AMAZON COM INC43.1K shares4.52%2026-03-312026-04-14

BARRICK MNG CORP BARRICK MNG CORP235.8K shares-8.60%2026-03-312026-04-14

NVDA NVIDIA CORPORATION52.9K shares8.56%2026-03-312026-04-14

Sponsored

VXF VANGUARD INDEX FDS46.2K shares8.15%2026-03-312026-04-14

ALPHABET INC ALPHABET INC28.9K shares0.33%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.9K shares-0.03%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F149.8K shares5.95%2026-03-312026-04-14

DFNM DIMENSIONAL ETF TRUST175.9K shares0.43%2026-03-312026-04-14

HMY HARMONY GOLD MNG LTD468.2K shares-2.84%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR250.6K shares0.07%2026-03-312026-04-14

COEUR MNG INC COEUR MNG INC369.1K shares0.06%2026-03-312026-04-14

Sponsored

WMT WALMART INC54.7K shares0.42%2026-03-312026-04-14

AVMU AMERICAN CENTY ETF TR144.8K shares0.00%2026-03-312026-04-14

DCOR DIMENSIONAL ETF TRUST86.0K shares0.00%2026-03-312026-04-14

PLD PROLOGIS INC.45.9K shares0.20%2026-03-312026-04-14

AVIG AMERICAN CENTY ETF TR148.5K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP39.8K shares-0.60%2026-03-312026-04-14

WPM WHEATON PRECIOUS METALS CORP39.4K shares-2.07%2026-03-312026-04-14

META META PLATFORMS INC8.9K shares-1.44%2026-03-312026-04-14

Sponsored

EFSC ENTERPRISE FINL SVCS CORP92.5K shares0.02%2026-03-312026-04-14

ALPHABET INC ALPHABET INC17.0K shares5.02%2026-03-312026-04-14

VB VANGUARD INDEX FDS19.0K shares0.57%2026-03-312026-04-14

FNV FRANCO NEV CORP19.6K shares-2.78%2026-03-312026-04-14

BAC BANK AMERICA CORP95.6K shares-0.12%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR160.5K shares-8.16%2026-03-312026-04-14

SGOV ISHARES TR48.6K shares130.26%2026-03-312026-04-14

IMO IMPERIAL OIL LTD37.4K shares33.21%2026-03-312026-04-14

Sponsored

IEMG ISHARES INC61.1K shares-7.65%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST125.5K shares0.00%2026-03-312026-04-14

DFLV DIMENSIONAL ETF TRUST122.8K shares0.60%2026-03-312026-04-14

BROADCOM INC BROADCOM INC11.9K shares2.27%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR6.7K shares7.67%2026-03-312026-04-14

AVSF AMERICAN CENTY ETF TR85.7K shares0.00%2026-03-312026-04-14

AGI ALAMOS GOLD INC80.5K shares0.00%2026-03-312026-04-14

AVIV AMERICAN CENTY ETF TR49.2K shares0.70%2026-03-312026-04-14

Sponsored

IWB ISHARES TR10.2K shares-0.40%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON15.8K shares-0.62%2026-03-312026-04-14

SUSB ISHARES TR147.3K shares0.00%2026-03-312026-04-14

RGLD ROYAL GOLD INC13.8K shares0.21%2026-03-312026-04-14

VUG VANGUARD INDEX FDS7.9K shares-3.80%2026-03-312026-04-14

ABBV ABBVIE INC17.2K shares0.08%2026-03-312026-04-14

ESGD ISHARES TR34.8K shares-1.69%2026-03-312026-04-14

UNP UNION PAC CORP13.4K shares0.38%2026-03-312026-04-14

Sponsored

PG PROCTER & GAMBLE CO22.0K shares-2.44%2026-03-312026-04-14

DVY ISHARES TR20.2K shares0.00%2026-03-312026-04-14

POST POST HLDGS INC30.4K shares-0.01%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO9.8K shares2.02%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC9.9K shares-2.47%2026-03-312026-04-14

ESE ESCO TECHNOLOGIES INC9.6K shares0.00%2026-03-312026-04-14

AVLV AMERICAN CENTY ETF TR35.6K shares0.00%2026-03-312026-04-14

IBRX IMMUNITYBIO INC407.6K shares50.15%2026-03-312026-04-14

Sponsored

MCD MCDONALDS CORP9.6K shares-12.00%2026-03-312026-04-14

AVLC AMERICAN CENTY ETF TR36.3K shares3.14%2026-03-312026-04-14

TSLA TESLA INC7.9K shares2.60%2026-03-312026-04-14

CBSH COMMERCE BANCSHARES INC54.2K shares-0.58%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS34.4K shares0.07%2026-03-312026-04-14

VBR VANGUARD INDEX FDS11.7K shares1.13%2026-03-312026-04-14

IWF ISHARES TR5.8K shares-0.24%2026-03-312026-04-14

VTV VANGUARD INDEX FDS12.8K shares-1.98%2026-03-312026-04-14

Sponsored

MGK VANGUARD WORLD FD6.4K shares0.00%2026-03-312026-04-14

PAAS PAN AMERN SILVER CORP41.9K shares0.00%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR89.4K shares-4.70%2026-03-312026-04-14

USB US BANCORP43.0K shares-3.06%2026-03-312026-04-14

IJR ISHARES TR18.4K shares2.03%2026-03-312026-04-14

VXUS VANGUARD STAR FDS28.3K shares7.00%2026-03-312026-04-14

BA BOEING CO10.3K shares4.80%2026-03-312026-04-14

CAT CATERPILLAR INC2.8K shares0.58%2026-03-312026-04-14

Sponsored

COST COSTCO WHOLESALE CORPORATION2.2K shares1.76%2026-03-312026-04-14

MA MASTERCARD INCORPORATED4.4K shares-4.02%2026-03-312026-04-14

VCRB VANGUARD MALVERN FDS28.2K shares36.15%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE7.0K shares-12.47%2026-03-312026-04-14

VO VANGUARD INDEX FDS7.1K shares-0.04%2026-03-312026-04-14

ABT ABBOTT LABORATORIES20.0K shares-5.23%2026-03-312026-04-14

CVX CHEVRON CORPORATION10.5K shares-2.80%2026-03-312026-04-14

IVV ISHARES TR2.9K shares0.94%2026-03-312026-04-14

Sponsored

GEV GE VERNOVA INC2.0K shares-11.60%2026-03-312026-04-14

PEP PEPSICO INC12.4K shares0.02%2026-03-312026-04-14

AVSC AMERICAN CENTY ETF TR29.7K shares1.23%2026-03-312026-04-14

PFE PFIZER INC70.8K shares-14.27%2026-03-312026-04-14

NVS NOVARTIS AG12.3K shares0.02%2026-03-312026-04-14

NFLX NETFLIX INC.18.2K shares53.65%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F22.8K shares1.19%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC19.2K shares0.05%2026-03-312026-04-14

Sponsored

CSCO CISCO SYS INC21.6K shares3.60%2026-03-312026-04-14

HD HOME DEPOT INC5.2K shares-2.38%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC13.3K shares5.25%2026-03-312026-04-14

VGT VANGUARD WORLD FD2.1K shares-0.33%2026-03-312026-04-14

AVIE AMERICAN CENTY ETF TR21.5K shares0.00%2026-03-312026-04-14

V VISA INC5.0K shares-7.34%2026-03-312026-04-14

NEE NEXTERA ENERGY INC16.1K shares0.55%2026-03-312026-04-14

CALUMET INC CALUMET INC45.0K shares0.00%2026-03-312026-04-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.4K shares-5.42%2026-03-312026-04-14

DMXF ISHARES TR18.2K shares0.00%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO4.8K shares-10.14%2026-03-312026-04-14

ORCL ORACLE CORP10.2K shares-1.35%2026-03-312026-04-14

SUB ISHARES TR13.1K shares0.00%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 402.1K shares0.00%2026-03-312026-04-14

KO COCA COLA CO17.6K shares11.74%2026-03-312026-04-14

Sponsored

AMD ADVANCED MICRO DEVICES INC5.5K shares0.99%2026-03-312026-04-14

AEE AMEREN CORP11.8K shares-2.43%2026-03-312026-04-14

IGSB ISHARES TR25.3K shares4.00%2026-03-312026-04-14

IWM ISHARES TR5.0K shares3.98%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC3.1K shares11.13%2026-03-312026-04-14

WFC WELLS FARGO & CO14.8K shares-0.32%2026-03-312026-04-14

AVDS AMERICAN CENTY ETF TR16.3K shares8.89%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO3.9K shares-0.99%2026-03-312026-04-14

Sponsored

AVMC AMERICAN CENTY ETF TR16.4K shares11.59%2026-03-312026-04-14

GDX VANECK ETF TRUST12.3K shares0.00%2026-03-312026-04-14

OEF ISHARES TR3.5K shares0.00%2026-03-312026-04-14

CMCSA COMCAST CORP NEW41.2K shares5.10%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS7.4K shares0.95%2026-03-312026-04-14

AMAT APPLIED MATLS INC2.8K shares-6.31%2026-03-312026-04-14

RTX RTX CORPORATION5.4K shares1.24%2026-03-312026-04-14

SF STIFEL FINL CORP13.8K shares49.82%2026-03-312026-04-14

Sponsored

RDDT REDDIT INC7.6K shares-20.50%2026-03-312026-04-14

T AT&T INC40.1K shares-2.58%2026-03-312026-04-14

AMGN AMGEN INC3.0K shares0.60%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO12.4K shares29.90%2026-03-312026-04-14

SMLF ISHARES TR13.3K shares-12.12%2026-03-312026-04-14

AVGE AMERICAN CENTY ETF TR11.1K shares16.39%2026-03-312026-04-14

QCOM QUALCOMM INC7.7K shares-8.35%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares0.61%2026-03-312026-04-14

Sponsored

PM PHILIP MORRIS INTL INC5.6K shares0.88%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC5.1K shares3295.30%2026-03-312026-04-14

FELE FRANKLIN ELEC INC8.6K shares0.00%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC6.7K shares0.93%2026-03-312026-04-14

GILD GILEAD SCIENCES INC6.1K shares0.82%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC931 shares0.43%2026-03-312026-04-14

IONS IONIS PHARMACEUTICALS INC11.2K shares0.00%2026-03-312026-04-14

RS RELIANCE INC2.6K shares0.12%2026-03-312026-04-14

Sponsored

MCK MCKESSON CORP966 shares-0.41%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC2.0K shares9.22%2026-03-312026-04-14

YUM YUM BRANDS INC5.0K shares0.76%2026-03-312026-04-14

TXN TEXAS INSTRS INC3.8K shares3.85%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F5.6K shares0.21%2026-03-312026-04-14

VOT VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-14

HCA HCA HEALTHCARE INC1.6K shares0.00%2026-03-312026-04-14

BNDX VANGUARD CHARLOTTE FDS16.7K shares0.12%2026-03-312026-04-14

Sponsored

IWP ISHARES TR6.0K shares2.28%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR29.9K shares0.16%2026-03-312026-04-14

WWD WOODWARD INC2.0K shares0.97%2026-03-312026-04-14

LINDE PLC LINDE PLC1.5K shares2.17%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN3.9K shares-3.71%2026-03-312026-04-14

CB CHUBB LTD SWITZ2.2K shares-1.43%2026-03-312026-04-14

CRM SALESFORCE INC4.4K shares-4.49%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares7.31%2026-03-312026-04-14

Sponsored

IJH ISHARES TR10.1K shares-34.45%2026-03-312026-04-14

RF REGIONS FINANCIAL CORP NEW25.6K shares0.06%2026-03-312026-04-14

REGN REGENERON PHARMACEUTICALS926 shares0.22%2026-03-312026-04-14

IVW ISHARES TR5.7K shares0.00%2026-03-312026-04-14

SHEL SHELL PLC7.4K shares0.00%2026-03-312026-04-14

EPC EDGEWELL PERSONAL CARE CO30.8K shares0.00%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR25.6K shares3.37%2026-03-312026-04-14

GBTC GRAYSCALE BITCOIN TRUST ETF11.7K shares0.00%2026-03-312026-04-14

Sponsored

TJX TJX COS INC NEW4.1K shares-0.12%2026-03-312026-04-14

GLW CORNING INC3.9K shares1.67%2026-03-312026-04-14

ECL ECOLAB INC2.4K shares1.08%2026-03-312026-04-14

LULU LULULEMON ATHLETICA INC4.0K shares-0.30%2026-03-312026-04-14

SLV ISHARES SILVER TR9.4K shares0.11%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO11.0K shares3.87%2026-03-312026-04-14

AFL AFLAC INC5.8K shares-0.07%2026-03-312026-04-14

ESGE ISHARES INC13.1K shares-1.57%2026-03-312026-04-14

Sponsored

SCHV SCHWAB STRATEGIC TR20.1K shares-12.82%2026-03-312026-04-14

KLAC KLA CORP362 shares3.43%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC13.3K shares-3.10%2026-03-312026-04-14

FDX FEDEX CORP1.6K shares2.24%2026-03-312026-04-14

MMM 3M CO3.9K shares2.82%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC3.7K shares-0.11%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL17.6K shares1.33%2026-03-312026-04-14

CNC CENTENE CORP DEL15.4K shares-0.65%2026-03-312026-04-14

Sponsored

DECK DECKERS OUTDOOR CORP5.3K shares2.75%2026-03-312026-04-14

VBK VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-14

CTVA CORTEVA INC6.7K shares0.18%2026-03-312026-04-14

MPC MARATHON PETE CORP2.5K shares3.44%2026-03-312026-04-14

ENR ENERGIZER HLDGS INC29.5K shares-6.97%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR18.1K shares-4.24%2026-03-312026-04-14

GLD SPDR GOLD TR1.3K shares37.50%2026-03-312026-04-14

INTC INTEL CORP8.7K shares-0.50%2026-03-312026-04-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-2.59%2026-03-312026-04-14

MTB M & T BK CORP2.5K shares0.24%2026-03-312026-04-14

EFG ISHARES TR4.5K shares0.00%2026-03-312026-04-14

DIS DISNEY WALT CO5.3K shares-5.53%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST12.3K shares0.70%2026-03-312026-04-14

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares-9.28%2026-03-312026-04-14

MS MORGAN STANLEY2.9K shares-0.14%2026-03-312026-04-14

AVMV AMERICAN CENTY ETF TR6.7K shares6.66%2026-03-312026-04-14

Sponsored

NBH NEUBERGER MUN FD INC50.0K shares0.00%2026-03-312026-04-14

DFGP DIMENSIONAL ETF TRUST9.3K shares10.96%2026-03-312026-04-14

DHR DANAHER CORP DEL2.6K shares-15.71%2026-03-312026-04-14

DUHP DIMENSIONAL ETF TRUST13.0K shares26.64%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP797 shares-0.62%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP1.7K shares0.30%2026-03-312026-04-14

ETHE GRAYSCALE ETHEREUM STAKING E26.6K shares0.00%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP1.8K shares-0.06%2026-03-312026-04-14

Sponsored

HON HONEYWELL INTL INC2.0K shares1.95%2026-03-312026-04-14

CAH CARDINAL HEALTH INC2.2K shares4.77%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND995 shares0.30%2026-03-312026-04-14

NEM NEWMONT CORP3.9K sharesnew addition2026-03-312026-04-14

CENCORA INC CENCORA INC1.5K shares12.75%2026-03-312026-04-14

SRE SEMPRA4.7K shares1.78%2026-03-312026-04-14

COP CONOCOPHILLIPS3.8K shares2.26%2026-03-312026-04-14

IWV ISHARES TR1.2K shares0.00%2026-03-312026-04-14

Sponsored

AVSD AMERICAN CENTY ETF TR5.8K shares0.00%2026-03-312026-04-14

SCHM SCHWAB STRATEGIC TR13.9K shares0.04%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.2K shares0.00%2026-03-312026-04-14

EA SERIES TRUST EA SERIES TRUST15.8K sharesnew addition2026-03-312026-04-14

IWR ISHARES TR4.4K shares0.00%2026-03-312026-04-14

VTWV VANGUARD SCOTTSDALE FDS2.5K shares0.00%2026-03-312026-04-14

MQY BLACKROCK MUNIYIELD QUALITY39.6K sharesnew addition2026-03-312026-04-14

LOW LOWES COS INC1.8K shares4.25%2026-03-312026-04-14

Sponsored

DE DEERE & CO718 shares0.42%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF10.3K shares1.22%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L11.3K shares0.32%2026-03-312026-04-14

PSX PHILLIPS 662.6K shares0.57%2026-03-312026-04-14

AVEE AMERICAN CENTY ETF TR6.2K shares50.49%2026-03-312026-04-14

AVSE AMERICAN CENTY ETF TR5.8K shares0.00%2026-03-312026-04-14

AVSU AMERICAN CENTY ETF TR5.3K shares0.00%2026-03-312026-04-14

SYY SYSCO CORP5.6K shares0.55%2026-03-312026-04-14

Sponsored

FAST FASTENAL CO8.3K shares0.12%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC1.4K shares-1.01%2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW1.1K shares1.90%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC3.1K shares0.96%2026-03-312026-04-14

SO SOUTHERN CO3.9K shares-0.23%2026-03-312026-04-14

AVGB AMERICAN CENTY ETF TR7.3K shares42.37%2026-03-312026-04-14

IWD ISHARES TR1.6K shares0.00%2026-03-312026-04-14

MMD NYLI MACKAY DEFINEDTERM MUNI23.8K shares0.00%2026-03-312026-04-14

Sponsored

VOE VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-14

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.0K shares0.02%2026-03-312026-04-14

EXEL EXELIXIS INC8.1K shares-0.14%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC6.0K shares0.67%2026-03-312026-04-14

BP BP PLC7.3K shares0.48%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-04-14

WM WASTE MGMT INC DEL1.5K shares2.03%2026-03-312026-04-14

BSVO EA SERIES TRUST12.5K shares0.00%2026-03-312026-04-14

Sponsored

RMI RIVERNORTH OPPORTUNISTIC MUN21.1K shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR2.3K shares7.88%2026-03-312026-04-14

MGV VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-04-14

MYN BLACKROCK MUNIYIELD N Y QUAL32.8K sharesnew addition2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC1.2K shares22.45%2026-03-312026-04-14

WDC WESTERN DIGITAL CORP934 sharesnew addition2026-03-312026-04-14

ESGV VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-04-14

CMI CUMMINS INC511 shares0.79%2026-03-312026-04-14

Sponsored

CNQ CANADIAN NAT RES LTD MED TER6.8K shares0.00%2026-03-312026-04-14

EFA ISHARES TR3.0K shares0.00%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR9.0K shares-0.51%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K sharesnew addition2026-03-312026-04-14

TT TRANE TECHNOLOGIES PLC653 shares4.15%2026-03-312026-04-14

BIIB BIOGEN INC1.8K shares0.98%2026-03-312026-04-14

OKLO OKLO INC6.0K shares-1.20%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP2.4K shares0.77%2026-03-312026-04-14

Sponsored

SCHP SCHWAB STRATEGIC TR11.2K sharesnew addition2026-03-312026-04-14

AVXC AMERICAN CENTY ETF TR4.1K shares0.00%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC751 shares0.40%2026-03-312026-04-14

AZO AUTOZONE INC86 shares-1.15%2026-03-312026-04-14

DFSD DIMENSIONAL ETF TRUST6.1K shares0.18%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP434 shares1.40%2026-03-312026-04-14

SDY SPDR SERIES TRUST2.0K shares0.61%2026-03-312026-04-14

IXN ISHARES TR2.7K shares-0.22%2026-03-312026-04-14

Sponsored

VONV VANGUARD SCOTTSDALE FDS3.0K shares0.00%2026-03-312026-04-14

BMO BANK MONTREAL MEDIUM2.0K shares0.05%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL568 sharesnew addition2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC4.0K shares2.22%2026-03-312026-04-14

TDG TRANSDIGM GROUP INC236 shares7.27%2026-03-312026-04-14

RCL ROYAL CARIBBEAN GROUP1.0K shares2.09%2026-03-312026-04-14

NKE NIKE INC6.6K shares-4.26%2026-03-312026-04-14

TGT TARGET CORP2.3K sharesnew addition2026-03-312026-04-14

Sponsored

ADI ANALOG DEVICES INC792 shares1.54%2026-03-312026-04-14

RXRX RECURSION PHARMACEUTICALS IN84.5K shares0.00%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC2.7K shares4.65%2026-03-312026-04-14

CME CME GROUP INC936 shares14.01%2026-03-312026-04-14

SYK STRYKER CORPORATION800 shares0.38%2026-03-312026-04-14

PGR PROGRESSIVE CORP1.4K shares-4.33%2026-03-312026-04-14

GAB GABELLI EQUITY TR INC47.9K sharesnew addition2026-03-312026-04-14

MAIN MAIN STR CAP CORP5.0K shares0.00%2026-03-312026-04-14

Sponsored

SCHW SCHWAB CHARLES CORP2.8K shares22.42%2026-03-312026-04-14

INTU INTUIT755 shares-21.11%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO3.8K shares8.19%2026-03-312026-04-14

AVUQ AMERICAN CENTY ETF TR4.4K shares10.01%2026-03-312026-04-14

DHI D R HORTON INC1.8K shares-0.43%2026-03-312026-04-14

AVMA AMERICAN CENTY ETF TR3.8K shares0.00%2026-03-312026-04-14

GUNR FLEXSHARES TR4.7K shares0.00%2026-03-312026-04-14

PRU PRUDENTIAL FINL INC2.6K shares-7.67%2026-03-312026-04-14

Sponsored

MO ALTRIA GROUP INC3.8K shares-3.38%2026-03-312026-04-14

GBDC GOLUB CAP BDC INC20.0K shares-0.38%2026-03-312026-04-14

APH AMPHENOL CORP1.8K shares1.98%2026-03-312026-04-14

QXO QXO INC11.5K shares-0.86%2026-03-312026-04-14

PCAR PACCAR INC2.0K shares1.34%2026-03-312026-04-14

AVES AMERICAN CENTY ETF TR3.9K shares9.69%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC5.4K sharesnew addition2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-14

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K shares1.67%2026-03-312026-04-14

EIM EATON VANCE MUN BD FD23.9K shares0.00%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-3.58%2026-03-312026-04-14

BDX BECTON DICKINSON & CO1.5K shares-0.26%2026-03-312026-04-14

EXPE EXPEDIA GROUP INC1.0K shares-1.17%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC231 shares0.00%2026-03-312026-04-14

OMI ACCENDRA HEALTH INC81.7K shares-0.03%2026-03-312026-04-14

Sponsored

EXI ISHARES TR1.2K shares0.00%2026-03-312026-04-14

CPS COOPER-STANDARD HOLDINGS INC7.5K shares7.24%2026-03-312026-04-14

KMB KIMBERLY-CLARK CORP2.3K shares-1.95%2026-03-312026-04-14

IWO ISHARES TR677 shares0.00%2026-03-312026-04-14

NFRA FLEXSHARES TR3.4K shares0.00%2026-03-312026-04-14

FSCO FS CREDIT OPPORTUNITIES CORP43.5K sharesnew addition2026-03-312026-04-14

APP APPLOVIN CORP563 shares-2.26%2026-03-312026-04-14

UNM UNUM GROUP2.9K shares-51.79%2026-03-312026-04-14

Sponsored

BSX BOSTON SCIENTIFIC CORP3.5K shares16.53%2026-03-312026-04-14

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD17.7K shares0.00%2026-03-312026-04-14

F FORD MTR CO18.0K shares6.37%2026-03-312026-04-14

LNG CHENIERE ENERGY INC813 sharesnew addition2026-03-312026-04-14

PPG PPG INDS INC2.0K sharesnew addition2026-03-312026-04-14

URI UNITED RENTALS INC277 shares-0.72%2026-03-312026-04-14

VPU VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-04-14

SCYB SCHWAB STRATEGIC TR8.0K sharesnew addition2026-03-312026-04-14

Sponsored

SPGI S&P GLOBAL INC500 shares-14.53%2026-03-312026-04-14

LNC LINCOLN NATL CORP IND6.0K shares-0.10%2026-03-312026-04-14

SBUX STARBUCKS CORP2.1K sharesnew addition2026-03-312026-04-14

CEV EATON VANCE CALIF MUN INCOM20.0K shares0.00%2026-03-312026-04-14

PFG PRINCIPAL FINANCIAL GROUP IN2.2K sharesnew addition2026-03-312026-04-14

PH PARKER-HANNIFIN CORP209 sharesnew addition2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION3.2K sharesnew addition2026-03-312026-04-14

ARCC ARES CAPITAL CORP11.1K shares-0.22%2026-03-312026-04-14

Sponsored

IBDU ISHARES TR8.7K sharesnew addition2026-03-312026-04-14

IBDV ISHARES TR9.2K sharesnew addition2026-03-312026-04-14

IBDW ISHARES TR9.6K sharesnew addition2026-03-312026-04-14

CSX CSX CORP4.8K sharesnew addition2026-03-312026-04-14

NTRS NORTHERN TR CORP1.3K sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-03-312026-04-14

BDJ BLACKROCK ENHANCED EQUITY DI22.0K shares0.00%2026-03-312026-04-14

TNGY TORTOISE CAPITAL SERIES TRUS18.1K shares2.39%2026-03-312026-04-14

Sponsored

AUR AURORA INNOVATION INC31.1K shares0.29%2026-03-312026-04-14

GUT GABELLI UTIL TR19.7K sharesnew addition2026-03-312026-04-14

MHD BLACKROCK MUNIHOLDINGS FD IN10.0K shares0.00%2026-03-312026-04-14

DMB BNY MELLON MUN BD INFRASTRUC10.0K shares0.00%2026-03-312026-04-14

HYT BLACKROCK CORPOR HI YLD FD I10.0K shares0.00%2026-03-312026-04-14

BLACKROCK TECH AND PRIVATE E BLACKROCK TECH AND PRIVATE E10.0K shares0.00%2026-03-312026-04-14

EARN ELLINGTON CREDIT COMPANY15.0K shares0.00%2026-03-312026-04-14

NAK NORTHERN DYNASTY MINERALS LT21.5K sharesnew addition2026-03-312026-04-14

Sponsored

GNLX GENELUX CORPORATION10.0K shares0.00%2026-03-312026-04-14

GABELLI EQUITY TR INC GABELLI EQUITY TR INC47.9K sharesnew addition2026-03-312026-04-14

DFAC

DIMENSIONAL ETF TRUST

-0.89%

Shares10.3M

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

8.77%

Shares1.1M

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

-1.04%

Shares4.5M

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL ETF TRUST

-2.82%

Shares5.6M

Event2026-03-31

Filed2026-04-14

DFIV

DIMENSIONAL ETF TRUST

2.61%

Shares3.7M

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

8.02%

Shares1.5M

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

-1.35%

Shares3.9M

Event2026-03-31

Filed2026-04-14

LRGF

ISHARES TR

6.18%

Shares2.0M

Event2026-03-31

Filed2026-04-14

DFIC

DIMENSIONAL ETF TRUST

13.10%

Shares3.5M

Event2026-03-31

Filed2026-04-14

DFAS

DIMENSIONAL ETF TRUST

-2.77%

Shares1.3M

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL ETF TRUST

-3.14%

Shares1.4M

Event2026-03-31

Filed2026-04-14

AVDE

AMERICAN CENTY ETF TR

-0.22%

Shares864.6K

Event2026-03-31

Filed2026-04-14

AVUS

AMERICAN CENTY ETF TR

1.14%

Shares527.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

3.53%

Shares67.1K

Event2026-03-31

Filed2026-04-14

DFEM

DIMENSIONAL ETF TRUST

14.11%

Shares1.1M

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

-7.24%

Shares272.0K

Event2026-03-31

Filed2026-04-14

DFAU

DIMENSIONAL ETF TRUST

0.47%

Shares793.4K

Event2026-03-31

Filed2026-04-14

AAUS

EA SERIES TRUST

-1.62%

Shares681.5K

Event2026-03-31

Filed2026-04-14

SCZ

ISHARES TR

-0.10%

Shares414.4K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

1.54%

Shares118.2K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

2.95%

Shares368.5K

Event2026-03-31

Filed2026-04-14

DFAI

DIMENSIONAL ETF TRUST

0.11%

Shares601.9K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

17.60%

Shares161.5K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

-1.20%

Shares251.0K

Event2026-03-31

Filed2026-04-14

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares176.1K

Event2026-03-31

Filed2026-04-14

AVEM

AMERICAN CENTY ETF TR

0.21%

Shares199.1K

Event2026-03-31

Filed2026-04-14

DFAW

DIMENSIONAL ETF TRUST

32.42%

Shares175.1K

Event2026-03-31

Filed2026-04-14

AEM

AGNICO EAGLE MINES LTD

-10.95%

Shares60.6K

Event2026-03-31

Filed2026-04-14

IVLU

ISHARES TR

0.20%

Shares318.4K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

3.58%

Shares137.2K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.13%

Shares33.9K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

2.10%

Shares17.4K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

-0.88%

Shares326.6K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

-0.22%

Shares123.2K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.80%

Shares37.2K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-0.24%

Shares11.4K

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

-0.92%

Shares72.4K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

4.52%

Shares43.1K

Event2026-03-31

Filed2026-04-14

BARRICK MNG CORP

-8.60%

Shares235.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

8.56%

Shares52.9K

Event2026-03-31

Filed2026-04-14

VXF

VANGUARD INDEX FDS

8.15%

Shares46.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.33%

Shares28.9K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-0.03%

Shares17.9K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

5.95%

Shares149.8K

Event2026-03-31

Filed2026-04-14

DFNM

DIMENSIONAL ETF TRUST

0.43%

Shares175.9K

Event2026-03-31

Filed2026-04-14

HMY

HARMONY GOLD MNG LTD

-2.84%

Shares468.2K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

0.07%

Shares250.6K

Event2026-03-31

Filed2026-04-14

COEUR MNG INC

0.06%

Shares369.1K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.42%

Shares54.7K

Event2026-03-31

Filed2026-04-14

AVMU

AMERICAN CENTY ETF TR

0.00%

Shares144.8K

Event2026-03-31

Filed2026-04-14

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares86.0K

Event2026-03-31

Filed2026-04-14

PLD

PROLOGIS INC.

0.20%

Shares45.9K

Event2026-03-31

Filed2026-04-14

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares148.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-0.60%

Shares39.8K

Event2026-03-31

Filed2026-04-14

WPM

WHEATON PRECIOUS METALS CORP

-2.07%

Shares39.4K

Event2026-03-31

Filed2026-04-14