Sponsored

The Analysis of Prudent Man Investment Management, Inc.'s Holdings & P&L

Currently, Prudent Man Investment Management, Inc. holds 169 types of securities in its portfolio with a total value $297.3M. In the most recent quarter, they have increased their positions in SCHB (+114 shares, valued at $3.0K), DFAI (+3 shares, valued at $114.33000073896247), DFAE (+2 shares, valued at $65.14000120812203); decreased their positions in DFAC (-1.1K shares, valued at $44.9K), DFAW (-317 shares, valued at $23.5K), DFUV (-429 shares, valued at $20.0K).

1M P&L

+8.7M+2.79%

3M P&L

+7.9M+2.54%

HY P&L

+28.5M+9.77%

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/A288.5M

97.2%

2Consumer Electronics3.9M

1.3%

3Software - Infrastructure425.1K

0.1%

Top Industries by Stock Count

1N/A64 stocks

41.0%

2Utilities - Regulated Electric8 stocks

5.1%

3Drug Manufacturers - General6 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.4M shares-0.05%2026-03-312026-05-04

DUSB DIMENSIONAL ETF TRUST1.6M shares-0.01%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST1.1M shares0.00%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST479.6K shares-0.09%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST365.4K shares0.00%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST347.6K shares0.00%2026-03-312026-05-04

DFLV DIMENSIONAL ETF TRUST304.9K shares-0.08%2026-03-312026-05-04

AAPL APPLE INC14.3K shares0.00%2026-03-312026-05-04

Sponsored

DFAW DIMENSIONAL ETF TRUST39.5K shares-0.80%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST42.6K shares0.00%2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS27.8K shares0.00%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST15.1K shares0.00%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-04

AVXC AMERICAN CENTY ETF TR10.1K shares0.00%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST17.6K shares0.00%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST7.5K shares0.00%2026-03-312026-05-04

Sponsored

MGK VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC1.8K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION1.9K shares-1.47%2026-03-312026-05-04

EMXC ISHARES INC4.7K shares0.00%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-05-04

WMT WALMART INC3.0K shares0.00%2026-03-312026-05-04

VXUS VANGUARD STAR FDS4.3K shares0.00%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-05-04

Sponsored

MSFT MICROSOFT CORP639 shares-1.54%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP510 shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS386 shares0.00%2026-03-312026-05-04

XOM EXXON MOBIL CORP1.6K shares0.00%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO449 shares0.00%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-03-312026-05-04

CASY CASEYS GEN STORES INC260 shares0.00%2026-03-312026-05-04

IVV ISHARES TR191 shares0.00%2026-03-312026-05-04

Sponsored

SPY SPDR S&P 500 ETF TR189 shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC389 shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP1.7K shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO804 shares0.00%2026-03-312026-05-04

PEG PUBLIC SVC ENTERPRISE GRP IN1.1K shares0.00%2026-03-312026-05-04

DEXC DIMENSIONAL ETF TRUST1.5K shares0.00%2026-03-312026-05-04

XEL XCEL ENERGY INC1.2K shares0.00%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC94 shares0.00%2026-03-312026-05-04

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL162 shares0.00%2026-03-312026-05-04

ORCL ORACLE CORP416 shares0.00%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC138 shares0.00%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR2.4K shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO71 shares0.00%2026-03-312026-05-04

WFC WELLS FARGO CO NEW800 shares0.00%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON350 shares0.00%2026-03-312026-05-04

SNPE DBX ETF TR1.1K shares0.00%2026-03-312026-05-04

Sponsored

PEP PEPSICO INC460 shares0.00%2026-03-312026-05-04

ASML ASML HOLDING N V60 shares0.00%2026-03-312026-05-04

IDCC INTERDIGITAL INC200 shares0.00%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO.194 shares0.00%2026-03-312026-05-04

CVX CHEVRON CORP NEW373 shares0.00%2026-03-312026-05-04

WM WASTE MGMT INC DEL248 shares0.00%2026-03-312026-05-04

AMZN AMAZON COM INC229 shares0.00%2026-03-312026-05-04

EXPE EXPEDIA GROUP INC185 shares0.00%2026-03-312026-05-04

Sponsored

ABBV ABBVIE INC215 shares0.00%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST970 shares0.00%2026-03-312026-05-04

LOW LOWES COS INC200 shares0.00%2026-03-312026-05-04

MCD MCDONALDS CORP127 shares0.00%2026-03-312026-05-04

CMCSA COMCAST CORP NEW1.2K shares0.00%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC198 shares0.00%2026-03-312026-05-04

ABT ABBOTT LABS261 shares0.00%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST838 shares0.00%2026-03-312026-05-04

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC300 shares0.00%2026-03-312026-05-04

PPG PPG INDS INC300 shares0.00%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-04

DFIS DIMENSIONAL ETF TRUST893 shares0.00%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC180 shares0.00%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC108 shares0.00%2026-03-312026-05-04

SRE SEMPRA300 shares0.00%2026-03-312026-05-04

VUG VANGUARD INDEX FDS52 shares0.00%2026-03-312026-05-04

Sponsored

CAH CARDINAL HEALTH INC111 shares0.00%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC21 shares0.00%2026-03-312026-05-04

USB US BANCORP DEL417 shares0.00%2026-03-312026-05-04

V VISA INC63 shares0.00%2026-03-312026-05-04

BBSI BARRETT BUSINESS SVCS INC601 shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC520 shares0.00%2026-03-312026-05-04

IWM ISHARES TR83 shares0.00%2026-03-312026-05-04

TSLA TESLA INC45 shares-16.67%2026-03-312026-05-04

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD65 shares0.00%2026-03-312026-05-04

INTC INTEL CORP520 shares0.00%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC58 shares0.00%2026-03-312026-05-04

PG PROCTER AND GAMBLE CO117 shares0.00%2026-03-312026-05-04

NKE NIKE INC263 shares0.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC47 shares-4.08%2026-03-312026-05-04

GILD GILEAD SCIENCES INC132 shares0.00%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS204 shares0.00%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC24 shares0.00%2026-03-312026-05-04

AVGE AMERICAN CENTY ETF TR169 shares0.00%2026-03-312026-05-04

KEY KEYCORP693 shares0.00%2026-03-312026-05-04

FE FIRSTENERGY CORP300 shares0.00%2026-03-312026-05-04

BAX BAXTER INTL INC700 shares0.00%2026-03-312026-05-04

GOVT ISHARES TR575 shares0.00%2026-03-312026-05-04

BA BOEING CO60 shares0.00%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR470 shares32.02%2026-03-312026-05-04

Sponsored

NVS NOVARTIS AG84 shares0.00%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC100 shares0.00%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC100 shares0.00%2026-03-312026-05-04

MO ALTRIA GROUP INC180 shares0.00%2026-03-312026-05-04

TMUS T-MOBILE US INC51 shares0.00%2026-03-312026-05-04

COST COSTCO WHSL CORP NEW11 shares0.00%2026-03-312026-05-04

IEFA ISHARES TR99 shares0.00%2026-03-312026-05-04

SDY SPDR SERIES TRUST63 shares0.00%2026-03-312026-05-04

Sponsored

BBY BEST BUY INC130 shares0.00%2026-03-312026-05-04

URA GLOBAL X FDS200 shares0.00%2026-03-312026-05-04

ARTY ISHARES TR173 shares0.00%2026-03-312026-05-04

MET METLIFE INC98 shares0.00%2026-03-312026-05-04

IJH ISHARES TR115 shares0.00%2026-03-312026-05-04

SON SONOCO PRODS CO171 shares0.00%2026-03-312026-05-04

CSX CSX CORP200 shares0.00%2026-03-312026-05-04

NWN NORTHWEST NAT HLDG CO150 shares0.00%2026-03-312026-05-04

Sponsored

MDLZ MONDELEZ INTL INC124 shares0.00%2026-03-312026-05-04

WMB WILLIAMS COS INC110 shares0.00%2026-03-312026-05-04

IUSG ISHARES TR39 shares0.00%2026-03-312026-05-04

PSX PHILLIPS 6650 shares0.00%2026-03-312026-05-04

GSK PLC GSK PLC120 shares0.00%2026-03-312026-05-04

ETR ENTERGY CORP NEW60 shares0.00%2026-03-312026-05-04

VV VANGUARD INDEX FDS17 shares0.00%2026-03-312026-05-04

TXRH TEXAS ROADHOUSE INC31 shares0.00%2026-03-312026-05-04

Sponsored

CVE CENOVUS ENERGY INC292 shares0.00%2026-03-312026-05-04

QS QUANTUMSCAPE CORP470 shares0.00%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS22 shares0.00%2026-03-312026-05-04

DIA SPDR DOW JONES INDL AVERAGE10 shares0.00%2026-03-312026-05-04

QUAL ISHARES TR24 shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC50 shares0.00%2026-03-312026-05-04

CAG CONAGRA BRANDS INC269 shares0.00%2026-03-312026-05-04

EXC EXELON CORP100 shares0.00%2026-03-312026-05-04

Sponsored

VBK VANGUARD INDEX FDS14 shares0.00%2026-03-312026-05-04

HOG HARLEY DAVIDSON INC200 shares0.00%2026-03-312026-05-04

FAN FIRST TR EXCHANGE-TRADED FD200 shares0.00%2026-03-312026-05-04

NEE NEXTERA ENERGY INC48 shares0.00%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC19 shares0.00%2026-03-312026-05-04

PPL PPL CORP100 shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS56 shares0.00%2026-03-312026-05-04

HD HOME DEPOT INC10 shares0.00%2026-03-312026-05-04

Sponsored

TXN TEXAS INSTRS INC19 shares0.00%2026-03-312026-05-04

IEMG ISHARES INC49 shares0.00%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC10 shares0.00%2026-03-312026-05-04

IUSV ISHARES TR31 shares0.00%2026-03-312026-05-04

HON HONEYWELL INTL INC16 shares0.00%2026-03-312026-05-04

GNLX GENELUX CORPORATION660 shares0.00%2026-03-312026-05-04

PFE PFIZER INC100 shares0.00%2026-03-312026-05-04

CPNG COUPANG INC100 shares0.00%2026-03-312026-05-04

Sponsored

OVV OVINTIV INC58 shares0.00%2026-03-312026-05-04

IJR ISHARES TR18 shares0.00%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F38 shares0.00%2026-03-312026-05-04

SBUX STARBUCKS CORP24 shares0.00%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST54 shares0.00%2026-03-312026-05-04

DHR DANAHER CORPORATION8 shares0.00%2026-03-312026-05-04

YOLO ADVISORSHARES TR527 shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR72 shares0.00%2026-03-312026-05-04

Sponsored

GE AEROSPACE GE AEROSPACE5 shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS7 shares0.00%2026-03-312026-05-04

TIP ISHARES TR13 shares0.00%2026-03-312026-05-04

ROCKET LAB CORP ROCKET LAB CORP19 shares0.00%2026-03-312026-05-04

F FORD MTR CO100 shares0.00%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST30 shares0.00%2026-03-312026-05-04

VIGI VANGUARD WHITEHALL FDS11 shares0.00%2026-03-312026-05-04

KHC KRAFT HEINZ CO41 shares0.00%2026-03-312026-05-04

Sponsored

VYGR VOYAGER THERAPEUTICS INC175 shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR10 shares0.00%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F4 shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS6 shares0.00%2026-03-312026-05-04

HLN HALEON PLC50 shares0.00%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10 shares0.00%2026-03-312026-05-04

GLD SPDR GOLD TR1 shares0.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC1 shares0.00%2026-03-312026-05-04

Sponsored

XTI AEROSPACE INC XTI AEROSPACE INC48 shares0.00%2026-03-312026-05-04

DFAC

DIMENSIONAL ETF TRUST

-0.05%

Shares2.4M

Event2026-03-31

Filed2026-05-04

DUSB

DIMENSIONAL ETF TRUST

-0.01%

Shares1.6M

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

-0.09%

Shares479.6K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares365.4K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares347.6K

Event2026-03-31

Filed2026-05-04

DFLV

DIMENSIONAL ETF TRUST

-0.08%

Shares304.9K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-04

DFAW

DIMENSIONAL ETF TRUST

-0.80%

Shares39.5K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares42.6K

Event2026-03-31

Filed2026-05-04

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

AVXC

AMERICAN CENTY ETF TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-1.47%

Shares1.9K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-1.54%

Shares639

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

0.00%

Shares510

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares386

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

0.00%

Shares449

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES INC

0.00%

Shares260

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.00%

Shares191

Event2026-03-31

Filed2026-05-04

SPY

SPDR S&P 500 ETF TR

0.00%

Shares189

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares389

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.00%

Shares804

Event2026-03-31

Filed2026-05-04

PEG

PUBLIC SVC ENTERPRISE GRP IN

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

DEXC

DIMENSIONAL ETF TRUST

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

0.00%

Shares94

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares162

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

0.00%

Shares416

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares138

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.00%

Shares71

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO CO NEW

0.00%

Shares800

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

0.00%

Shares350

Event2026-03-31

Filed2026-05-04

SNPE

DBX ETF TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

0.00%

Shares460

Event2026-03-31

Filed2026-05-04

ASML

ASML HOLDING N V

0.00%

Shares60

Event2026-03-31

Filed2026-05-04

IDCC

INTERDIGITAL INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO.

0.00%

Shares194

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORP NEW

0.00%

Shares373

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

0.00%

Shares248

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.00%

Shares229

Event2026-03-31

Filed2026-05-04

EXPE

EXPEDIA GROUP INC

0.00%

Shares185

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.00%

Shares215

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares970

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

0.00%

Shares127

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares198

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABS

0.00%

Shares261

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares838

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-04

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares893

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

0.00%

Shares180

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares108

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

0.00%

Shares300

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.00%

Shares52

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

0.00%

Shares111

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

0.00%

Shares21

Event2026-03-31

Filed2026-05-04

USB

US BANCORP DEL

0.00%

Shares417

Event2026-03-31

Filed2026-05-04

VISA INC

0.00%

Shares63

Event2026-03-31

Filed2026-05-04

BBSI

BARRETT BUSINESS SVCS INC

0.00%

Shares601

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

0.00%

Shares520

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares83

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-16.67%

Shares45

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares65

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

0.00%

Shares520

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

0.00%

Shares58

Event2026-03-31

Filed2026-05-04

PROCTER AND GAMBLE CO

0.00%

Shares117

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

0.00%

Shares263

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-4.08%

Shares47

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

0.00%

Shares132

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

0.00%

Shares204

Event2026-03-31

Filed2026-05-04