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The Analysis of Pure Financial Advisors, LLC's Holdings & P&L

Currently, Pure Financial Advisors, LLC holds 572 types of securities in its portfolio with a total value $7.0B. In the most recent quarter, they have increased their positions in AVDV (+1.6M shares, valued at $164.6M), AVLV (+1.4M shares, valued at $116.7M), AVEM (+1.2M shares, valued at $98.4M); decreased their positions in DFAC (-63.9K shares, valued at $2.5M), GNR (-28.7K shares, valued at $2.1M), DFAI (-52.2K shares, valued at $2.0M); initiated new positions in AVDV (+1.6M shares, valued at $164.6M), AVLV (+1.4M shares, valued at $116.7M), AVEM (+1.2M shares, valued at $98.4M).

1M P&L

+154.8M+2.19%

3M P&L

-107.9M-1.47%

HY P&L

+355.6M+5.17%

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/A6.2B

91.5%

2Consumer Electronics76.6M

1.1%

3Banks - Regional71.7M

1.1%

Top Industries by Stock Count

1N/A227 stocks

43.0%

2Banks - Diversified14 stocks

2.7%

3Semiconductors12 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T1.1M shares3.04%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS8.6M shares8.48%2026-03-312026-04-10

IEFA ISHARES TR4.7M shares1.78%2026-03-312026-04-10

DFAT DIMENSIONAL ETF TRUST5.5M shares3.51%2026-03-312026-04-10

IGSB ISHARES TR6.1M shares8.11%2026-03-312026-04-10

DUHP DIMENSIONAL ETF TRUST7.8M shares3.65%2026-03-312026-04-10

DFAS DIMENSIONAL ETF TRUST3.2M shares3.01%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS2.2M shares4.66%2026-03-312026-04-10

Sponsored

AVDV AMERICAN CENTY ETF TR1.6M sharesnew addition2026-03-312026-04-10

VGSH VANGUARD SCOTTSDALE FDS2.8M shares8.88%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST4.2M shares-1.50%2026-03-312026-04-10

DCOR DIMENSIONAL ETF TRUST2.2M shares2.38%2026-03-312026-04-10

GNR SPDR INDEX SHS FDS2.1M shares-1.34%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F2.4M shares3.13%2026-03-312026-04-10

IVV ISHARES TR196.5K shares7.98%2026-03-312026-04-10

AVLV AMERICAN CENTY ETF TR1.4M sharesnew addition2026-03-312026-04-10

Sponsored

DFAI DIMENSIONAL ETF TRUST2.9M shares-1.74%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS178.8K shares10.37%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS1.6M shares0.66%2026-03-312026-04-10

AVEM AMERICAN CENTY ETF TR1.2M sharesnew addition2026-03-312026-04-10

AAPL APPLE INC301.9K sharesnew addition2026-03-312026-04-10

CASH PATHWARD FINANCIAL INCN/A sharesnew addition2026-03-312026-04-10

BNDX VANGUARD CHARLOTTE FDS1.2M shares9.13%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR2.0M shares0.69%2026-03-312026-04-10

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F654.0K shares-1.11%2026-03-312026-04-10

ITOT ISHARES TR330.8K shares1.32%2026-03-312026-04-10

VTI VANGUARD INDEX FDS145.6K shares-0.58%2026-03-312026-04-10

DFCF DIMENSIONAL ETF TRUST1.0M shares5.02%2026-03-312026-04-10

HYG ISHARES TR533.9K shares5.78%2026-03-312026-04-10

MGV VANGUARD WORLD FD290.9K shares-2.03%2026-03-312026-04-10

SCHP SCHWAB STRATEGIC TR1.5M shares7.07%2026-03-312026-04-10

IEMG ISHARES INC555.8K shares6.38%2026-03-312026-04-10

Sponsored

VV VANGUARD INDEX FDS126.8K shares-1.93%2026-03-312026-04-10

QUAL ISHARES TR195.1K shares17.89%2026-03-312026-04-10

IJH ISHARES TR540.2K shares3.96%2026-03-312026-04-10

EMGF ISHARES INC583.4K shares1.79%2026-03-312026-04-10

NVDA NVIDIA CORPORATION194.9K shares6.25%2026-03-312026-04-10

VUG VANGUARD INDEX FDS76.6K shares1.06%2026-03-312026-04-10

VB VANGUARD INDEX FDS126.7K shares0.21%2026-03-312026-04-10

MSFT MICROSOFT CORP83.4K shares8.00%2026-03-312026-04-10

Sponsored

AGG ISHARES TR285.2K shares4.51%2026-03-312026-04-10

GUNR FLEXSHARES TR512.1K shares-4.25%2026-03-312026-04-10

SCHC SCHWAB STRATEGIC TR604.2K shares-0.72%2026-03-312026-04-10

IWN ISHARES TR147.5K shares4.10%2026-03-312026-04-10

SPDW SPDR INDEX SHS FDS600.7K shares4.01%2026-03-312026-04-10

SPIP SPDR SERIES TRUST1.0M shares-1.14%2026-03-312026-04-10

VO VANGUARD INDEX FDS90.7K shares0.05%2026-03-312026-04-10

AMZN AMAZON COM INC119.3K sharesnew addition2026-03-312026-04-10

Sponsored

SCZ ISHARES TR293.5K shares1.54%2026-03-312026-04-10

STIP ISHARES TR211.0K shares-1.09%2026-03-312026-04-10

IJR ISHARES TR171.4K shares1.64%2026-03-312026-04-10

EMB ISHARES TR225.9K shares3.25%2026-03-312026-04-10

PFF ISHARES TR679.9K shares5.43%2026-03-312026-04-10

VFQY VANGUARD WELLINGTON FD137.0K shares17.02%2026-03-312026-04-10

SPYV SPDR SERIES TRUST330.1K shares-2.10%2026-03-312026-04-10

ALPHABET INC ALPHABET INC61.9K shares3.41%2026-03-312026-04-10

Sponsored

VTV VANGUARD INDEX FDS90.2K shares-2.45%2026-03-312026-04-10

DFSU DIMENSIONAL ETF TRUST409.2K shares1.22%2026-03-312026-04-10

USRT ISHARES TR278.2K shares13.38%2026-03-312026-04-10

SPTM SPDR SERIES TRUST205.3K shares-2.03%2026-03-312026-04-10

SCHO SCHWAB STRATEGIC TR628.8K shares5.36%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.2K sharesnew addition2026-03-312026-04-10

TIP ISHARES TR135.2K shares2.04%2026-03-312026-04-10

SPSM SPDR SERIES TRUST299.8K shares4.48%2026-03-312026-04-10

Sponsored

JPM JPMORGAN CHASE & CO48.3K shares0.28%2026-03-312026-04-10

DXUV DIMENSIONAL ETF TRUST231.0K shares15.73%2026-03-312026-04-10

CAT CATERPILLAR INC18.1K shares-1.11%2026-03-312026-04-10

VBR VANGUARD INDEX FDS58.9K shares0.00%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST366.4K shares-1.00%2026-03-312026-04-10

TSLA TESLA INC32.9K shares1.02%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR19.9K sharesnew addition2026-03-312026-04-10

CMF ISHARES TR195.6K shares3.36%2026-03-312026-04-10

Sponsored

VCSH VANGUARD SCOTTSDALE FDS135.8K shares19.78%2026-03-312026-04-10

VEU VANGUARD INTL EQUITY INDEX F141.3K shares2.26%2026-03-312026-04-10

FREL FIDELITY COVINGTON TRUST386.7K shares-2.77%2026-03-312026-04-10

MUB ISHARES TR97.6K shares13.54%2026-03-312026-04-10

DXIV DIMENSIONAL ETF TRUST151.7K shares6.92%2026-03-312026-04-10

VXF VANGUARD INDEX FDS46.3K shares-0.21%2026-03-312026-04-10

EFA ISHARES TR97.9K shares-1.71%2026-03-312026-04-10

SHY ISHARES TR113.8K shares5.37%2026-03-312026-04-10

Sponsored

XOM EXXON MOBIL CORP54.9K shares-5.57%2026-03-312026-04-10

SPYM SPDR SERIES TRUST120.8K shares89.06%2026-03-312026-04-10

IWB ISHARES TR25.5K shares10.92%2026-03-312026-04-10

IWF ISHARES TR20.5K shares4.94%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION8.7K shares1.39%2026-03-312026-04-10

ALPHABET INC ALPHABET INC30.0K shares6.90%2026-03-312026-04-10

DFSD DIMENSIONAL ETF TRUST171.0K shares5.80%2026-03-312026-04-10

RTX RTX CORPORATION42.0K sharesnew addition2026-03-312026-04-10

Sponsored

WMT WALMART INC64.2K shares7.64%2026-03-312026-04-10

V VISA INC26.3K shares-0.35%2026-03-312026-04-10

SPAB SPDR SERIES TRUST299.3K shares2.93%2026-03-312026-04-10

EWX SPDR INDEX SHS FDS114.5K shares2.91%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC59.0K shares3.26%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON28.0K shares3.01%2026-03-312026-04-10

IVE ISHARES TR32.3K shares-3.16%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS143.8K shares9.19%2026-03-312026-04-10

Sponsored

IGE ISHARES TR105.7K shares-1.57%2026-03-312026-04-10

DFSI DIMENSIONAL ETF TRUST155.7K shares0.76%2026-03-312026-04-10

ORCL ORACLE CORP44.4K shares-0.19%2026-03-312026-04-10

PWZ INVESCO EXCH TRADED FD TR II271.6K sharesnew addition2026-03-312026-04-10

BROADCOM INC BROADCOM INC20.3K shares2.42%2026-03-312026-04-10

LOW LOWES COS INC25.8K shares1.73%2026-03-312026-04-10

IAGG ISHARES TR120.5K shares13.91%2026-03-312026-04-10

META META PLATFORMS INC10.2K shares13.60%2026-03-312026-04-10

Sponsored

SCHM SCHWAB STRATEGIC TR186.4K shares-1.91%2026-03-312026-04-10

BA BOEING CO28.8K sharesnew addition2026-03-312026-04-10

DISV DIMENSIONAL ETF TRUST143.1K shares7.98%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS111.4K shares85.99%2026-03-312026-04-10

MA MASTERCARD INCORPORATED11.0K shares-0.98%2026-03-312026-04-10

HD HOME DEPOT INC15.8K shares2.69%2026-03-312026-04-10

SMMD ISHARES TR64.5K shares72.68%2026-03-312026-04-10

VGIT VANGUARD SCOTTSDALE FDS80.7K shares35.26%2026-03-312026-04-10

Sponsored

SCHH SCHWAB STRATEGIC TR221.1K shares6.75%2026-03-312026-04-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW36.2K shares6.76%2026-03-312026-04-10

HON HONEYWELL INTL INC20.9K shares6.44%2026-03-312026-04-10

VOE VANGUARD INDEX FDS25.5K shares-8.21%2026-03-312026-04-10

LLY ELI LILLY & CO5.0K shares11.52%2026-03-312026-04-10

DFSE DIMENSIONAL ETF TRUST107.8K shares-1.13%2026-03-312026-04-10

SRE SEMPRA46.7K shares-0.11%2026-03-312026-04-10

ABBV ABBVIE INC20.0K shares11.09%2026-03-312026-04-10

Sponsored

SPMD SPDR SERIES TRUST73.5K shares5.56%2026-03-312026-04-10

CVX CHEVRON CORPORATION20.3K shares2.75%2026-03-312026-04-10

PEP PEPSICO INC26.7K shares-2.04%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC15.3K shares-8.57%2026-03-312026-04-10

GLD SPDR GOLD TR9.6K shares2.10%2026-03-312026-04-10

NFLX NETFLIX INC.40.6K shares34.40%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC23.5K shares0.59%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS48.6K shares-2.25%2026-03-312026-04-10

Sponsored

SUSA ISHARES TR28.2K shares-5.21%2026-03-312026-04-10

LDOS LEIDOS HOLDINGS INC23.3K shares0.49%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR26.7K shares0.25%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR139.0K shares-9.50%2026-03-312026-04-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.9K shares-0.70%2026-03-312026-04-10

GWX SPDR INDEX SHS FDS79.1K shares-6.32%2026-03-312026-04-10

AON PLC AON PLC10.1K shares-10.61%2026-03-312026-04-10

QCOM QUALCOMM INC25.0K shares17.87%2026-03-312026-04-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS14.9K shares-14.53%2026-03-312026-04-10

VCIT VANGUARD SCOTTSDALE FDS36.0K shares15.82%2026-03-312026-04-10

ESGU ISHARES TR21.1K shares38.23%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC19.9K shares8.75%2026-03-312026-04-10

MCD MCDONALDS CORP9.3K shares3.61%2026-03-312026-04-10

RS RELIANCE INC9.3K shares-2.79%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP4.6K shares1.80%2026-03-312026-04-10

IWD ISHARES TR13.0K shares-2.85%2026-03-312026-04-10

Sponsored

NOC NORTHROP GRUMMAN CORP4.0K shares-0.52%2026-03-312026-04-10

PG PROCTER & GAMBLE CO18.4K shares2.20%2026-03-312026-04-10

ABT ABBOTT LABORATORIES24.1K sharesnew addition2026-03-312026-04-10

ICLN ISHARES TR134.8K shares-5.59%2026-03-312026-04-10

EEM ISHARES TR43.3K shares-4.50%2026-03-312026-04-10

SHW SHERWIN WILLIAMS CO7.6K shares0.25%2026-03-312026-04-10

SCHV SCHWAB STRATEGIC TR77.8K shares-1.59%2026-03-312026-04-10

IWM ISHARES TR9.5K shares-1.23%2026-03-312026-04-10

Sponsored

MU MICRON TECHNOLOGY INC6.9K shares-2.55%2026-03-312026-04-10

CSCO CISCO SYS INC29.7K shares-3.96%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC6.6K shares3.47%2026-03-312026-04-10

SUB ISHARES TR20.5K shares8.64%2026-03-312026-04-10

MO ALTRIA GROUP INC33.0K shares-3.55%2026-03-312026-04-10

AMGN AMGEN INC6.2K sharesnew addition2026-03-312026-04-10

PSA PUBLIC STORAGE OPER CO7.9K shares-0.72%2026-03-312026-04-10

MVBF MVB FINL CORP84.8K shares0.00%2026-03-312026-04-10

Sponsored

NVR NVR INC319 shares2.57%2026-03-312026-04-10

LINDE PLC LINDE PLC4.2K shares3.97%2026-03-312026-04-10

IQV IQVIA HLDGS INC11.8K shares0.85%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP9.0K shares2.20%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC9.4K sharesnew addition2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC19.4K shares-1.40%2026-03-312026-04-10

DFNM DIMENSIONAL ETF TRUST39.6K shares1.45%2026-03-312026-04-10

BAC BANK AMERICA CORP38.5K sharesnew addition2026-03-312026-04-10

Sponsored

WFC WELLS FARGO & CO23.6K shares2.32%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR74.6K shares-1.80%2026-03-312026-04-10

DFIC DIMENSIONAL ETF TRUST52.7K shares8.74%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS7.6K shares-6.43%2026-03-312026-04-10

IJJ ISHARES TR13.8K shares-0.22%2026-03-312026-04-10

MBB ISHARES TR19.1K shares33.56%2026-03-312026-04-10

IWV ISHARES TR4.8K shares-6.72%2026-03-312026-04-10

ACWI ISHARES TR12.7K shares-0.54%2026-03-312026-04-10

Sponsored

EEMS ISHARES INC25.2K shares-0.78%2026-03-312026-04-10

TJX TJX COS INC NEW10.9K shares7.16%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T37.1K shares0.00%2026-03-312026-04-10

IWS ISHARES TR11.4K shares-0.80%2026-03-312026-04-10

ASML ASML HLDG NV1.2K shares33.37%2026-03-312026-04-10

ESGD ISHARES TR16.8K shares1.46%2026-03-312026-04-10

DIS DISNEY WALT CO16.5K shares-1.15%2026-03-312026-04-10

BIL SPDR SERIES TRUST17.1K shares3.70%2026-03-312026-04-10

Sponsored

SAIC SCIENCE APPLICATIONS INTL CO16.3K shares0.07%2026-03-312026-04-10

AFL AFLAC INC13.7K sharesnew addition2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE5.3K shares4.14%2026-03-312026-04-10

FXF INVESCO CURRENCYSHARES SWISS13.5K shares0.00%2026-03-312026-04-10

SCHW SCHWAB CHARLES CORP15.6K shares4.27%2026-03-312026-04-10

VGT VANGUARD WORLD FD2.0K shares-7.42%2026-03-312026-04-10

T AT&T INC49.0K shares13.60%2026-03-312026-04-10

MXL MAXLINEAR INC80.7K shares-1.21%2026-03-312026-04-10

Sponsored

AMAT APPLIED MATLS INC4.0K sharesnew addition2026-03-312026-04-10

SBUX STARBUCKS CORP15.2K shares22.35%2026-03-312026-04-10

GLW CORNING INC9.7K shares43.29%2026-03-312026-04-10

PSTG EVERPURE INC22.2K shares-1.63%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC2.9K shares-6.56%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC25.9K shares12.29%2026-03-312026-04-10

SHYD VANECK ETF TRUST57.1K shares0.00%2026-03-312026-04-10

DFAU DIMENSIONAL ETF TRUST27.9K shares0.34%2026-03-312026-04-10

Sponsored

GS GOLDMAN SACHS GROUP INC1.5K shares-2.96%2026-03-312026-04-10

MDYV SPDR SERIES TRUST14.4K shares1.05%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO20.2K shares35.00%2026-03-312026-04-10

VSS VANGUARD INTL EQUITY INDEX F8.3K shares-15.83%2026-03-312026-04-10

JEPQ J P MORGAN EXCHANGE TRADED F21.6K shares0.66%2026-03-312026-04-10

SPDR SERIES TRUST SPDR SERIES TRUST12.4K shares10.46%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO3.8K sharesnew addition2026-03-312026-04-10

KO COCA COLA CO15.3K shares6.28%2026-03-312026-04-10

Sponsored

IVW ISHARES TR10.2K shares12.95%2026-03-312026-04-10

MUNI PIMCO ETF TR22.0K shares0.00%2026-03-312026-04-10

ESGE ISHARES INC25.1K shares-1.16%2026-03-312026-04-10

BWX SPDR SERIES TRUST50.6K shares2.27%2026-03-312026-04-10

MPC MARATHON PETE CORP4.5K shares-0.86%2026-03-312026-04-10

IUSV ISHARES TR10.7K shares-0.19%2026-03-312026-04-10

CL COLGATE PALMOLIVE CO12.6K shares15.89%2026-03-312026-04-10

WDC WESTERN DIGITAL CORP3.9K shares2.48%2026-03-312026-04-10

Sponsored

INTC INTEL CORP23.8K shares10.76%2026-03-312026-04-10

NEE NEXTERA ENERGY INC11.3K shares5.59%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC5.0K shares5.46%2026-03-312026-04-10

GEV GE VERNOVA INC1.2K shares4.37%2026-03-312026-04-10

COP CONOCOPHILLIPS7.9K shares13.03%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC2.2K shares-0.53%2026-03-312026-04-10

MDYG SPDR SERIES TRUST10.4K shares0.06%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC8.7K shares20.38%2026-03-312026-04-10

Sponsored

DFUV DIMENSIONAL ETF TRUST20.3K shares9.61%2026-03-312026-04-10

MTB M & T BK CORP4.7K shares3.65%2026-03-312026-04-10

GILD GILEAD SCIENCES INC7.0K shares11.00%2026-03-312026-04-10

MCK MCKESSON CORP1.1K shares2.00%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR8.9K shares-0.63%2026-03-312026-04-10

SYK STRYKER CORPORATION2.9K shares5.44%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 401.5K shares-1.39%2026-03-312026-04-10

UBER UBER TECHNOLOGIES INC12.5K shares4.92%2026-03-312026-04-10

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DFUS DIMENSIONAL ETF TRUST12.5K shares-5.43%2026-03-312026-04-10

VOT VANGUARD INDEX FDS3.4K shares-19.38%2026-03-312026-04-10

FDX FEDEX CORP2.5K shares17.36%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC2.9K sharesnew addition2026-03-312026-04-10

UNP UNION PAC CORP3.5K shares3.92%2026-03-312026-04-10

FELG FIDELITY COVINGTON TRUST22.6K shares-4.14%2026-03-312026-04-10

HLT HILTON WORLDWIDE HLDGS INC2.8K sharesnew addition2026-03-312026-04-10

CB CHUBB LTD SWITZ2.6K shares19.44%2026-03-312026-04-10

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PFE PFIZER INC29.9K shares-2.39%2026-03-312026-04-10

XLC SELECT SECTOR SPDR TR7.5K shares-5.76%2026-03-312026-04-10

MS MORGAN STANLEY5.0K shares7.81%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F14.3K shares11.99%2026-03-312026-04-10

VFH VANGUARD WORLD FD6.7K shares0.00%2026-03-312026-04-10

EMXC ISHARES INC10.2K shares3.73%2026-03-312026-04-10

SNDK SANDISK CORP1.3K shares4.37%2026-03-312026-04-10

BKNG BOOKING HOLDINGS INC190 shares3.83%2026-03-312026-04-10

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LHX L3HARRIS TECHNOLOGIES INC2.3K shares1.98%2026-03-312026-04-10

SCCO SOUTHERN COPPER CORP4.6K shares6.17%2026-03-312026-04-10

BP BP PLC16.7K sharesnew addition2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR26.6K shares-0.89%2026-03-312026-04-10

NOW SERVICENOW INC7.4K shares23.86%2026-03-312026-04-10

SO SOUTHERN CO8.0K shares26.68%2026-03-312026-04-10

IBDR ISHARES TR31.6K shares4.79%2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F9.3K shares30.66%2026-03-312026-04-10

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.7K sharesnew addition2026-03-312026-04-10

AOR ISHARES TR11.6K shares-8.26%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP822 shares5.12%2026-03-312026-04-10

HYMB SPDR SERIES TRUST29.6K shares0.00%2026-03-312026-04-10

PSK SPDR SERIES TRUST23.7K shares-1.90%2026-03-312026-04-10

IBIT ISHARES BITCOIN TRUST ETF19.0K shares-4.49%2026-03-312026-04-10

AVY AVERY DENNISON CORP4.2K sharesnew addition2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC5.9K sharesnew addition2026-03-312026-04-10

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PCAR PACCAR INC6.3K sharesnew addition2026-03-312026-04-10

ELV ELEVANCE HEALTH INC FORMERLY2.5K sharesnew addition2026-03-312026-04-10

TT TRANE TECHNOLOGIES PLC1.7K shares37.37%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC1.4K shares2.13%2026-03-312026-04-10

INTU INTUIT1.6K shares22.95%2026-03-312026-04-10

IBDS ISHARES TR28.9K shares6.69%2026-03-312026-04-10

VXUS VANGUARD STAR FDS9.0K shares-7.70%2026-03-312026-04-10

ROK ROCKWELL AUTOMATION INC1.9K shares0.95%2026-03-312026-04-10

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EFV ISHARES TR9.2K shares-5.91%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC4.2K shares99.48%2026-03-312026-04-10

WM WASTE MGMT INC DEL2.9K shares-7.68%2026-03-312026-04-10

IWP ISHARES TR5.3K shares-0.96%2026-03-312026-04-10

JMUB J P MORGAN EXCHANGE TRADED F13.4K shares0.00%2026-03-312026-04-10

OKE ONEOK INC NEW7.4K shares8.80%2026-03-312026-04-10

VSGX VANGUARD WORLD FD9.2K shares0.22%2026-03-312026-04-10

IBTG ISHARES TR28.9K shares4.11%2026-03-312026-04-10

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EATON CORP PLC EATON CORP PLC1.8K shares21.51%2026-03-312026-04-10

WPM WHEATON PRECIOUS METALS CORP5.0K shares2.76%2026-03-312026-04-10

BKF ISHARES INC16.0K shares-4.28%2026-03-312026-04-10

IJS ISHARES TR5.5K shares-2.04%2026-03-312026-04-10

TXN TEXAS INSTRS INC3.3K shares6.36%2026-03-312026-04-10

JPMB J P MORGAN EXCHANGE TRADED F16.3K shares6.54%2026-03-312026-04-10

USHY ISHARES TR17.4K shares-3.01%2026-03-312026-04-10

IGIB ISHARES TR12.0K sharesnew addition2026-03-312026-04-10

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SHEL SHELL PLC6.8K shares24.05%2026-03-312026-04-10

FBTC FIDELITY WISE ORIGIN BITCOIN10.8K shares0.36%2026-03-312026-04-10

DE DEERE & CO1.1K shares3.82%2026-03-312026-04-10

KLAC KLA CORP421 shares7.40%2026-03-312026-04-10

NVS NOVARTIS AG4.0K shares19.95%2026-03-312026-04-10

TM TOYOTA MOTOR CORP3.0K shares22.52%2026-03-312026-04-10

CMI CUMMINS INC1.1K shares14.49%2026-03-312026-04-10

MGMT UNIFIED SER TR13.5K shares-3.89%2026-03-312026-04-10

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XLF SELECT SECTOR SPDR TR12.3K shares-1.06%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares2.63%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC5.2K shares1.50%2026-03-312026-04-10

IBTH ISHARES TR26.6K shares5.00%2026-03-312026-04-10

BUD ANHEUSER BUSCH INBEV SA NV8.6K shares11.61%2026-03-312026-04-10

DUSB DIMENSIONAL ETF TRUST11.7K shares33.50%2026-03-312026-04-10

IYR ISHARES TR6.3K shares0.63%2026-03-312026-04-10

CSX CSX CORP14.4K shares2.83%2026-03-312026-04-10

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SHOP SHOPIFY INC5.0K shares14.99%2026-03-312026-04-10

EQNR EQUINOR ASA13.9K shares63.87%2026-03-312026-04-10

MAR MARRIOTT INTL INC NEW1.8K shares3.55%2026-03-312026-04-10

DFIV DIMENSIONAL ETF TRUST11.0K shares23.01%2026-03-312026-04-10

USB US BANCORP10.9K shares16.02%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC1.4K shares30.42%2026-03-312026-04-10

EBAY EBAY INC.6.1K sharesnew addition2026-03-312026-04-10

CTVA CORTEVA INC6.6K shares13.92%2026-03-312026-04-10

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IJK ISHARES TR5.5K shares3.10%2026-03-312026-04-10

PPL PPL CORP14.2K shares1.37%2026-03-312026-04-10

SPYG SPDR SERIES TRUST5.5K shares-1.93%2026-03-312026-04-10

ITW ILLINOIS TOOL WKS INC2.1K shares44.83%2026-03-312026-04-10

RIO RIO TINTO PLC5.8K shares8.23%2026-03-312026-04-10

DAL DELTA AIR LINES INC8.0K shares15.82%2026-03-312026-04-10

OSIS OSI SYSTEMS INC2.0K shares0.15%2026-03-312026-04-10

BBVA BANCO BILBAO VIZCAYA ARGENTA24.6K shares58.21%2026-03-312026-04-10

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TD TORONTO DOMINION BK ONT5.7K shares30.69%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS3.6K shares22.64%2026-03-312026-04-10

TMUS T-MOBILE US INC2.5K shares47.26%2026-03-312026-04-10

CEG CONSTELLATION ENERGY CORP1.9K shares8.27%2026-03-312026-04-10

PLD PROLOGIS INC.3.9K shares25.25%2026-03-312026-04-10

ADBE ADOBE INC2.1K shares10.33%2026-03-312026-04-10

CVS CVS HEALTH CORP7.2K shares2.89%2026-03-312026-04-10

FTNT FORTINET INC6.3K sharesnew addition2026-03-312026-04-10

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NXPI NXP SEMICONDUCTORS N V2.6K shares-2.36%2026-03-312026-04-10

AEM AGNICO EAGLE MINES LTD2.5K sharesnew addition2026-03-312026-04-10

O REALTY INCOME CORP8.2K shares-3.29%2026-03-312026-04-10

MSI MOTOROLA SOLUTIONS INC1.2K shares5.66%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR16.4K shares-4.59%2026-03-312026-04-10

EXPD EXPEDITORS INTL WASH INC3.5K shares0.26%2026-03-312026-04-10

AZO AUTOZONE INC147 sharesnew addition2026-03-312026-04-10

YUM YUM BRANDS INC3.2K shares-2.80%2026-03-312026-04-10

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XLV SELECT SECTOR SPDR TR3.4K shares-1.28%2026-03-312026-04-10

VT VANGUARD INTL EQUITY INDEX F3.6K shares2.00%2026-03-312026-04-10

PAYX PAYCHEX INC5.3K shares16.15%2026-03-312026-04-10

AHR AMERICAN HEALTHCARE REIT INC10.4K shares8.70%2026-03-312026-04-10

SAP SAP SE2.8K shares-12.54%2026-03-312026-04-10

MDLZ MONDELEZ INTL INC8.4K shares5.55%2026-03-312026-04-10

THE CIGNA GROUP THE CIGNA GROUP1.8K shares4.89%2026-03-312026-04-10

ALL ALLSTATE CORP2.3K sharesnew addition2026-03-312026-04-10

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares1.75%2026-03-312026-04-10

EMR EMERSON ELEC CO3.6K shares9.35%2026-03-312026-04-10

NEM NEWMONT CORP4.4K shares16.86%2026-03-312026-04-10

CRM SALESFORCE INC2.5K shares30.34%2026-03-312026-04-10

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-04-10

MMM 3M CO3.2K shares-6.23%2026-03-312026-04-10

IXUS ISHARES TR5.3K shares2.43%2026-03-312026-04-10

CSW CSW INDUSTRIALS INC1.8K shares-0.17%2026-03-312026-04-10

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FXE INVESCO CURRENCYSHARES EURO4.3K shares0.00%2026-03-312026-04-10

HSBC HSBC HLDGS PLC5.5K shares43.33%2026-03-312026-04-10

PGR PROGRESSIVE CORP2.2K shares20.24%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR5.0K shares6.05%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC3.9K shares30.06%2026-03-312026-04-10

ALPS ETF TR ALPS ETF TR8.3K shares0.05%2026-03-312026-04-10

UNILEVER PLC UNILEVER PLC7.7K shares111.93%2026-03-312026-04-10

IONQ IONQ INC15.1K shares-3.51%2026-03-312026-04-10

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OXY OCCIDENTAL PETE CORP6.7K shares18.39%2026-03-312026-04-10

IT GARTNER INC2.7K shares4.62%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC448 shares13.42%2026-03-312026-04-10

CAH CARDINAL HEALTH INC2.0K shares0.79%2026-03-312026-04-10

PSX PHILLIPS 662.4K shares1.20%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2026-03-312026-04-10

NATIONAL GRID PLC NATIONAL GRID PLC5.1K shares31.92%2026-03-312026-04-10

SU SUNCOR ENERGY INC NEW6.5K shares4.83%2026-03-312026-04-10

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BHP BHP BILLITON LIMITED5.9K sharesnew addition2026-03-312026-04-10

SMH VANECK ETF TRUST1.1K shares14.21%2026-03-312026-04-10

GSK PLC GSK PLC7.7K shares12.71%2026-03-312026-04-10

MELI MERCADOLIBRE INC244 shares78.10%2026-03-312026-04-10

VLO VALERO ENERGY CORP1.7K shares-3.89%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC7.1K shares9.28%2026-03-312026-04-10

FMB FIRST TR EXCH TRADED FD III8.2K shares0.00%2026-03-312026-04-10

MINO PIMCO ETF TR9.2K shares-23.01%2026-03-312026-04-10

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PRU PRUDENTIAL FINL INC4.2K shares-1.94%2026-03-312026-04-10

FPX FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-04-10

HAP VANECK ETF TRUST5.6K shares-3.35%2026-03-312026-04-10

EQIX EQUINIX INC413 sharesnew addition2026-03-312026-04-10

PKW INVESCO EXCHANGE TRADED FD T3.1K shares0.06%2026-03-312026-04-10

REGN REGENERON PHARMACEUTICALS523 shares5.23%2026-03-312026-04-10

CELESTICA INC CELESTICA INC1.4K shares2.13%2026-03-312026-04-10

LNT ALLIANT ENERGY CORP5.6K sharesnew addition2026-03-312026-04-10

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JCI JOHNSON CONTROLS INTERNATION3.1K shares3.26%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC3.1K sharesnew addition2026-03-312026-04-10

DFEM DIMENSIONAL ETF TRUST11.6K sharesnew addition2026-03-312026-04-10

RY ROYAL BK CDA2.5K shares10.87%2026-03-312026-04-10

MGK VANGUARD WORLD FD1.1K shares-4.52%2026-03-312026-04-10

XCEM COLUMBIA ETF TR II9.6K shares-10.70%2026-03-312026-04-10

SCHZ SCHWAB STRATEGIC TR16.9K shares0.52%2026-03-312026-04-10

GLPI GAMING & LEISURE P8.8K shares-1.44%2026-03-312026-04-10

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BN BROOKFIELD CORP9.5K shares8.81%2026-03-312026-04-10

CVE CENOVUS ENERGY INC14.4K shares32.55%2026-03-312026-04-10

CNQ CANADIAN NAT RES LTD MED TER7.8K shares23.83%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR2.4K shares10.11%2026-03-312026-04-10

AMT AMERICAN TOWER CORP2.2K shares31.03%2026-03-312026-04-10

BCS BARCLAYS PLC17.9K sharesnew addition2026-03-312026-04-10

HCA HCA HEALTHCARE INC800 shares10.19%2026-03-312026-04-10

VBK VANGUARD INDEX FDS1.3K shares-27.06%2026-03-312026-04-10

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IJT ISHARES TR2.6K shares0.00%2026-03-312026-04-10

SCHE SCHWAB STRATEGIC TR11.3K shares-3.98%2026-03-312026-04-10

LULU LULULEMON ATHLETICA INC2.4K sharesnew addition2026-03-312026-04-10

CARR CARRIER GLOBAL CORPORATION6.6K shares33.37%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO1.5K sharesnew addition2026-03-312026-04-10

TDIV FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2026-03-312026-04-10

ADI ANALOG DEVICES INC1.2K sharesnew addition2026-03-312026-04-10

NVO NOVO-NORDISK A S9.9K shares126.89%2026-03-312026-04-10

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OUNZ VANECK MERK GOLD ETF8.1K shares0.00%2026-03-312026-04-10

EXC EXELON CORP7.4K shares31.32%2026-03-312026-04-10

ENB ENBRIDGE INC6.7K shares-2.22%2026-03-312026-04-10

DVY ISHARES TR2.4K shares-0.17%2026-03-312026-04-10

SLB SLB LIMITED6.9K shares29.33%2026-03-312026-04-10

VSAT VIASAT INC7.7K shares6.38%2026-03-312026-04-10

WBD WARNER BROS DISCOVERY INC12.9K shares4.66%2026-03-312026-04-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.5K shares6.54%2026-03-312026-04-10

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ADC AGREE RLTY CORP4.6K sharesnew addition2026-03-312026-04-10

BK BANK NEW YORK MELLON CORP2.9K sharesnew addition2026-03-312026-04-10

IBKR INTERACTIVE BROKERS GROUP IN5.2K sharesnew addition2026-03-312026-04-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.6K shares0.00%2026-03-312026-04-10

D DOMINION ENERGY INC5.6K shares-4.58%2026-03-312026-04-10

FVD FIRST TR EXCHANGE-TRADED FD7.3K shares0.00%2026-03-312026-04-10

SCHA SCHWAB STRATEGIC TR11.8K shares-19.19%2026-03-312026-04-10

BMO BANK MONTREAL MEDIUM2.5K sharesnew addition2026-03-312026-04-10

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JMHI J P MORGAN EXCHANGE TRADED F6.8K shares0.00%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP1.9K shares11.58%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L9.0K sharesnew addition2026-03-312026-04-10

HIG HARTFORD INSURANCE GROUP INC2.5K shares37.19%2026-03-312026-04-10

SIVR ABRDN SILVER ETF TRUST4.7K sharesnew addition2026-03-312026-04-10

F FORD MTR CO29.0K shares2.81%2026-03-312026-04-10

NBIX NEUROCRINE BIOSCIENCES INC2.5K shares0.16%2026-03-312026-04-10

ORLY OREILLY AUTOMOTIVE INC3.6K shares30.31%2026-03-312026-04-10

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XLE SELECT SECTOR SPDR TR5.4K shares4.50%2026-03-312026-04-10

CMCSA COMCAST CORP NEW11.6K shares22.10%2026-03-312026-04-10

EFSC ENTERPRISE FINL SVCS CORP6.1K shares0.36%2026-03-312026-04-10

USD PROSHARES TR6.9K shares0.00%2026-03-312026-04-10

AEE AMEREN CORP3.0K sharesnew addition2026-03-312026-04-10

BR BROADRIDGE FINL SOLUTIONS IN2.0K shares118.98%2026-03-312026-04-10

TGT TARGET CORP2.7K sharesnew addition2026-03-312026-04-10

SPG SIMON PPTY GROUP INC NEW1.8K shares13.07%2026-03-312026-04-10

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OMC OMNICOM GROUP INC4.3K shares-5.27%2026-03-312026-04-10

ECL ECOLAB INC1.2K shares10.45%2026-03-312026-04-10

FAST FASTENAL CO6.9K shares23.90%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN1.6K sharesnew addition2026-03-312026-04-10

CTAS CINTAS CORP1.9K shares12.07%2026-03-312026-04-10

BIIB BIOGEN INC1.7K shares46.97%2026-03-312026-04-10

FNDC SCHWAB STRATEGIC TR6.8K sharesnew addition2026-03-312026-04-10

WTFC WINTRUST FINL CORP2.3K sharesnew addition2026-03-312026-04-10

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TXT TEXTRON INC3.6K shares0.87%2026-03-312026-04-10

RGLD ROYAL GOLD INC1.2K shares10.89%2026-03-312026-04-10

CACI CACI INTL INC569 shares6.36%2026-03-312026-04-10

COWZ PACER FDS TR4.9K shares0.00%2026-03-312026-04-10

ILCB ISHARES TR3.4K shares-7.57%2026-03-312026-04-10

ROST ROSS STORES INC1.4K shares8.53%2026-03-312026-04-10

TOTALENERGIES SE TOTALENERGIES SE3.3K shares-13.42%2026-03-312026-04-10

BARRICK MNG CORP BARRICK MNG CORP7.4K shares25.33%2026-03-312026-04-10

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IBHG ISHARES TR13.6K shares3.43%2026-03-312026-04-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.6K shares11.30%2026-03-312026-04-10

SLV ISHARES SILVER TR4.3K shares0.37%2026-03-312026-04-10

RVTY REVVITY INC3.4K shares-3.56%2026-03-312026-04-10

WELL WELLTOWER INC1.5K sharesnew addition2026-03-312026-04-10

LH LABCORP HOLDINGS INC1.1K shares6.18%2026-03-312026-04-10

SPGI S&P GLOBAL INC685 shares6.86%2026-03-312026-04-10

IWR ISHARES TR3.0K shares-17.90%2026-03-312026-04-10

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RLI RLI CORP5.0K sharesnew addition2026-03-312026-04-10

MOAT VANECK ETF TRUST2.9K shares13.65%2026-03-312026-04-10

USMV ISHARES TR3.1K shares13.69%2026-03-312026-04-10

MAT MATTEL INC19.4K shares-2.53%2026-03-312026-04-10

KR KROGER CO3.9K sharesnew addition2026-03-312026-04-10

CME CME GROUP INC951 shares8.81%2026-03-312026-04-10

CRH PLC CRH PLC2.7K shares21.75%2026-03-312026-04-10

IWO ISHARES TR894 shares-0.22%2026-03-312026-04-10

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CHTR CHARTER COMMUNICATIONS INC1.3K shares16.40%2026-03-312026-04-10

CIBR FIRST TR EXCHANGE-TRADED FD4.5K shares-0.51%2026-03-312026-04-10

WCN WASTE CONNECTIONS INC1.7K shares-0.29%2026-03-312026-04-10

CM CANADIAN IMPERIAL BANK OF CO2.9K sharesnew addition2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.00%2026-03-312026-04-10

NSC NORFOLK SOUTHN CORP963 shares1.58%2026-03-312026-04-10

ATEC ALPHATEC HLDGS INC25.3K shares2.86%2026-03-312026-04-10

NKE NIKE INC5.2K shares-10.46%2026-03-312026-04-10

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HAL HALLIBURTON CO7.0K sharesnew addition2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC1.6K shares-44.72%2026-03-312026-04-10

VODAFONE GROUP PLC VODAFONE GROUP PLC18.0K shares35.09%2026-03-312026-04-10

GWW WW GRAINGER INC246 shares16.59%2026-03-312026-04-10

OUSTER INC OUSTER INC14.6K shares0.02%2026-03-312026-04-10

ACWV ISHARES INC2.2K shares0.00%2026-03-312026-04-10

ROCKET LAB CORP ROCKET LAB CORP4.1K shares26.39%2026-03-312026-04-10

SDY SPDR SERIES TRUST1.8K shares-0.82%2026-03-312026-04-10

Sponsored

BNS BANK NOVA SCOTIA B C3.8K sharesnew addition2026-03-312026-04-10

APH AMPHENOL CORP2.1K sharesnew addition2026-03-312026-04-10

CW CURTISS WRIGHT CORP386 shares-13.65%2026-03-312026-04-10

BTI BRITISH AMERN TOB PLC4.3K shares1.95%2026-03-312026-04-10

FTS FORTIS INC4.5K sharesnew addition2026-03-312026-04-10

UAL UNITED AIRLS HLDGS INC2.7K shares13.33%2026-03-312026-04-10

EXPE EXPEDIA GROUP INC1.1K sharesnew addition2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND543 shares0.00%2026-03-312026-04-10

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD13.6K shares28.94%2026-03-312026-04-10

ACGL ARCH CAP GROUP LTD2.6K shares20.99%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR2.3K sharesnew addition2026-03-312026-04-10

ON ON SEMICONDUCTOR CORP4.0K shares1.73%2026-03-312026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

3.04%

Shares1.1M

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

8.48%

Shares8.6M

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

1.78%

Shares4.7M

Event2026-03-31

Filed2026-04-10

DFAT

DIMENSIONAL ETF TRUST

3.51%

Shares5.5M

Event2026-03-31

Filed2026-04-10

IGSB

ISHARES TR

8.11%

Shares6.1M

Event2026-03-31

Filed2026-04-10

DUHP

DIMENSIONAL ETF TRUST

3.65%

Shares7.8M

Event2026-03-31

Filed2026-04-10

DFAS

DIMENSIONAL ETF TRUST

3.01%

Shares3.2M

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

4.66%

Shares2.2M

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

New

Shares1.6M

Event2026-03-31

Filed2026-04-10

VGSH

VANGUARD SCOTTSDALE FDS

8.88%

Shares2.8M

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

-1.50%

Shares4.2M

Event2026-03-31

Filed2026-04-10

DCOR

DIMENSIONAL ETF TRUST

2.38%

Shares2.2M

Event2026-03-31

Filed2026-04-10

GNR

SPDR INDEX SHS FDS

-1.34%

Shares2.1M

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

3.13%

Shares2.4M

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

7.98%

Shares196.5K

Event2026-03-31

Filed2026-04-10

AVLV

AMERICAN CENTY ETF TR

New

Shares1.4M

Event2026-03-31

Filed2026-04-10

DFAI

DIMENSIONAL ETF TRUST

-1.74%

Shares2.9M

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

10.37%

Shares178.8K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

0.66%

Shares1.6M

Event2026-03-31

Filed2026-04-10

AVEM

AMERICAN CENTY ETF TR

New

Shares1.2M

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

New

Shares301.9K

Event2026-03-31

Filed2026-04-10

CASH

PATHWARD FINANCIAL INC

New

SharesN/A

Event2026-03-31

Filed2026-04-10

BNDX

VANGUARD CHARLOTTE FDS

9.13%

Shares1.2M

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

0.69%

Shares2.0M

Event2026-03-31

Filed2026-04-10

JIRE

J P MORGAN EXCHANGE TRADED F

-1.11%

Shares654.0K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

1.32%

Shares330.8K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-0.58%

Shares145.6K

Event2026-03-31

Filed2026-04-10

DFCF

DIMENSIONAL ETF TRUST

5.02%

Shares1.0M

Event2026-03-31

Filed2026-04-10

HYG

ISHARES TR

5.78%

Shares533.9K

Event2026-03-31

Filed2026-04-10

MGV

VANGUARD WORLD FD

-2.03%

Shares290.9K

Event2026-03-31

Filed2026-04-10

SCHP

SCHWAB STRATEGIC TR

7.07%

Shares1.5M

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

6.38%

Shares555.8K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-1.93%

Shares126.8K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

17.89%

Shares195.1K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

3.96%

Shares540.2K

Event2026-03-31

Filed2026-04-10

EMGF

ISHARES INC

1.79%

Shares583.4K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

6.25%

Shares194.9K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

1.06%

Shares76.6K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.21%

Shares126.7K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

8.00%

Shares83.4K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

4.51%

Shares285.2K

Event2026-03-31

Filed2026-04-10

GUNR

FLEXSHARES TR

-4.25%

Shares512.1K

Event2026-03-31

Filed2026-04-10

SCHC

SCHWAB STRATEGIC TR

-0.72%

Shares604.2K

Event2026-03-31

Filed2026-04-10

IWN

ISHARES TR

4.10%

Shares147.5K

Event2026-03-31

Filed2026-04-10

SPDW

SPDR INDEX SHS FDS

4.01%

Shares600.7K

Event2026-03-31

Filed2026-04-10

SPIP

SPDR SERIES TRUST

-1.14%

Shares1.0M

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.05%

Shares90.7K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

New

Shares119.3K

Event2026-03-31

Filed2026-04-10

SCZ

ISHARES TR

1.54%

Shares293.5K

Event2026-03-31

Filed2026-04-10

STIP

ISHARES TR

-1.09%

Shares211.0K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

1.64%

Shares171.4K

Event2026-03-31

Filed2026-04-10

EMB

ISHARES TR

3.25%

Shares225.9K

Event2026-03-31

Filed2026-04-10

PFF

ISHARES TR

5.43%

Shares679.9K

Event2026-03-31

Filed2026-04-10

VFQY

VANGUARD WELLINGTON FD

17.02%

Shares137.0K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

-2.10%

Shares330.1K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

3.41%

Shares61.9K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

-2.45%

Shares90.2K

Event2026-03-31

Filed2026-04-10

DFSU

DIMENSIONAL ETF TRUST

1.22%

Shares409.2K

Event2026-03-31

Filed2026-04-10

USRT

ISHARES TR

13.38%

Shares278.2K

Event2026-03-31

Filed2026-04-10

SPTM

SPDR SERIES TRUST

-2.03%

Shares205.3K

Event2026-03-31

Filed2026-04-10

SCHO

SCHWAB STRATEGIC TR

5.36%

Shares628.8K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

New

Shares31.2K

Event2026-03-31

Filed2026-04-10

TIP

ISHARES TR

2.04%

Shares135.2K

Event2026-03-31

Filed2026-04-10

SPSM

SPDR SERIES TRUST

4.48%

Shares299.8K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.28%

Shares48.3K

Event2026-03-31

Filed2026-04-10

DXUV

DIMENSIONAL ETF TRUST

15.73%

Shares231.0K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

-1.11%

Shares18.1K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

0.00%

Shares58.9K

Event2026-03-31

Filed2026-04-10

DFAX

DIMENSIONAL ETF TRUST

-1.00%

Shares366.4K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

1.02%

Shares32.9K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

New

Shares19.9K

Event2026-03-31

Filed2026-04-10

CMF

ISHARES TR

3.36%

Shares195.6K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

19.78%

Shares135.8K

Event2026-03-31

Filed2026-04-10

VEU

VANGUARD INTL EQUITY INDEX F

2.26%

Shares141.3K

Event2026-03-31

Filed2026-04-10

FREL

FIDELITY COVINGTON TRUST

-2.77%

Shares386.7K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

13.54%

Shares97.6K

Event2026-03-31

Filed2026-04-10

DXIV

DIMENSIONAL ETF TRUST

6.92%

Shares151.7K

Event2026-03-31

Filed2026-04-10

VXF

VANGUARD INDEX FDS

-0.21%

Shares46.3K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

-1.71%

Shares97.9K

Event2026-03-31

Filed2026-04-10

SHY

ISHARES TR

5.37%

Shares113.8K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-5.57%

Shares54.9K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

89.06%

Shares120.8K

Event2026-03-31

Filed2026-04-10

IWB

ISHARES TR

10.92%

Shares25.5K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

4.94%

Shares20.5K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

1.39%

Shares8.7K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

6.90%

Shares30.0K

Event2026-03-31

Filed2026-04-10

DFSD

DIMENSIONAL ETF TRUST

5.80%

Shares171.0K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

New

Shares42.0K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

7.64%

Shares64.2K

Event2026-03-31

Filed2026-04-10

VISA INC

-0.35%

Shares26.3K

Event2026-03-31

Filed2026-04-10

SPAB

SPDR SERIES TRUST

2.93%

Shares299.3K

Event2026-03-31

Filed2026-04-10

EWX

SPDR INDEX SHS FDS

2.91%

Shares114.5K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

3.26%

Shares59.0K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

3.01%

Shares28.0K

Event2026-03-31

Filed2026-04-10

IVE

ISHARES TR

-3.16%

Shares32.3K

Event2026-03-31

Filed2026-04-10

SPEM

SPDR INDEX SHS FDS

9.19%

Shares143.8K

Event2026-03-31

Filed2026-04-10

IGE

ISHARES TR

-1.57%

Shares105.7K

Event2026-03-31

Filed2026-04-10

DFSI

DIMENSIONAL ETF TRUST

0.76%

Shares155.7K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

-0.19%

Shares44.4K

Event2026-03-31

Filed2026-04-10

PWZ

INVESCO EXCH TRADED FD TR II

New

Shares271.6K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

2.42%

Shares20.3K

Event2026-03-31

Filed2026-04-10

LOW

LOWES COS INC

1.73%

Shares25.8K

Event2026-03-31

Filed2026-04-10

IAGG

ISHARES TR

13.91%

Shares120.5K

Event2026-03-31

Filed2026-04-10