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The Analysis of Rehmann Capital Advisory Group's Holdings & P&L

Currently, Rehmann Capital Advisory Group holds 676 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in JAVA (+113.1K shares, valued at $8.1M), IVE (+32.2K shares, valued at $6.8M), IVW (+50.6K shares, valued at $5.7M); decreased their positions in FVD (-117.1K shares, valued at $5.5M), BUFR (-149.8K shares, valued at $5.1M), IWD (-14.4K shares, valued at $3.1M); initiated new positions in N/A (+7.0K shares, valued at $1.4M), GNTX (+55.5K shares, valued at $1.2M), ZM (+12.5K shares, valued at $1.0M).

1M P&L

+16.4M+0.90%

3M P&L

-45.1M-2.39%

HY P&L

+49.2M+2.74%

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/A1.2B

70.4%

2Consumer Electronics55.6M

3.2%

3Semiconductors41.8M

2.4%

Top Industries by Stock Count

1N/A261 stocks

43.4%

2Software - Application15 stocks

2.5%

3Banks - Regional15 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR716.7K shares4.71%2026-03-312026-05-15

IVW ISHARES TR1.2M shares4.54%2026-03-312026-05-15

IEFA ISHARES TR1.0M shares-0.81%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS110.7K shares9.25%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR1.3M shares8.36%2026-03-312026-05-15

AAPL APPLE INC208.3K shares3.10%2026-03-312026-05-15

IVV ISHARES TR55.7K shares-5.09%2026-03-312026-05-15

BIL SPDR SERIES TRUST391.3K shares-3.80%2026-03-312026-05-15

Sponsored

MDYG SPDR SERIES TRUST352.7K shares6.44%2026-03-312026-05-15

IJJ ISHARES TR252.3K shares6.12%2026-03-312026-05-15

USMV ISHARES TR328.6K shares6.64%2026-03-312026-05-15

IJR ISHARES TR233.6K shares1.84%2026-03-312026-05-15

NVDA NVIDIA CORPORATION147.9K shares10.53%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST638.5K shares-0.42%2026-03-312026-05-15

ITOT ISHARES TR172.9K shares-8.34%2026-03-312026-05-15

SYK STRYKER CORPORATION63.5K shares-0.30%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL43.4K shares-1.09%2026-03-312026-05-15

SPYM SPDR SERIES TRUST270.8K shares-8.85%2026-03-312026-05-15

IEMG ISHARES INC283.9K shares-0.13%2026-03-312026-05-15

MSFT MICROSOFT CORP52.1K shares6.14%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR339.0K shares-0.32%2026-03-312026-05-15

ALPHABET INC ALPHABET INC57.9K shares2.72%2026-03-312026-05-15

HTRB HARTFORD FDS EXCHANGE TRADED490.7K shares16.22%2026-03-312026-05-15

AMZN AMAZON COM INC74.9K shares1.15%2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR23.2K shares-0.85%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS61.2K shares0.78%2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD254.4K shares17.69%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS255.6K shares7.62%2026-03-312026-05-15

GLD SPDR GOLD TR29.1K shares6.47%2026-03-312026-05-15

ALPHABET INC ALPHABET INC40.4K shares-2.25%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI459.2K shares10.27%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST156.7K shares-0.74%2026-03-312026-05-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II45.7K shares1.02%2026-03-312026-05-15

FIIG FIRST TR EXCHANGE-TRADED FD489.9K shares31.87%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO34.2K shares2.40%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON38.6K shares-8.69%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR106.3K shares-8.86%2026-03-312026-05-15

META META PLATFORMS INC16.1K shares7.46%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST258.8K shares-3.49%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T13.9K shares-3.60%2026-03-312026-05-15

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F123.1K shares1123.23%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC24.3K shares-1.18%2026-03-312026-05-15

MUNI PIMCO ETF TR155.9K shares4.62%2026-03-312026-05-15

VB VANGUARD INDEX FDS30.5K shares-0.72%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD162.8K shares-41.83%2026-03-312026-05-15

IWF ISHARES TR17.5K shares-23.60%2026-03-312026-05-15

VUG VANGUARD INDEX FDS16.9K shares3.28%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION7.4K shares1.63%2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS23.0K shares4.43%2026-03-312026-05-15

WMT WALMART INC58.0K shares-13.44%2026-03-312026-05-15

IJH ISHARES TR100.6K shares-3.75%2026-03-312026-05-15

BROADCOM INC BROADCOM INC21.6K shares7.62%2026-03-312026-05-15

PG PROCTER & GAMBLE CO45.5K shares16.68%2026-03-312026-05-15

FREL FIDELITY COVINGTON TRUST240.2K shares3.59%2026-03-312026-05-15

TSLA TESLA INC17.2K shares4.02%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD158.9K shares19.62%2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS96.1K shares-6.32%2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD55.2K shares-13.54%2026-03-312026-05-15

IEI ISHARES TR48.1K shares-0.42%2026-03-312026-05-15

JIVE J P MORGAN EXCHANGE TRADED F66.4K shares949.98%2026-03-312026-05-15

CTVA CORTEVA INC67.0K shares-3.26%2026-03-312026-05-15

ESCA ESCALADE INC309.2K shares0.00%2026-03-312026-05-15

IWD ISHARES TR24.8K shares-36.69%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS35.5K shares7.63%2026-03-312026-05-15

Sponsored

V VISA INC16.9K shares3.52%2026-03-312026-05-15

XOM EXXON MOBIL CORP30.0K shares0.69%2026-03-312026-05-15

IWM ISHARES TR20.3K shares-12.87%2026-03-312026-05-15

ERIE ERIE INDTY CO19.9K shares0.04%2026-03-312026-05-15

IWB ISHARES TR14.0K shares-6.50%2026-03-312026-05-15

VTV VANGUARD INDEX FDS25.2K shares-0.78%2026-03-312026-05-15

VV VANGUARD INDEX FDS16.0K shares-0.16%2026-03-312026-05-15

LLY ELI LILLY & CO5.1K shares4.12%2026-03-312026-05-15

Sponsored

PFE PFIZER INC161.4K shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD6.3K shares-0.13%2026-03-312026-05-15

MOAT VANECK ETF TRUST44.5K shares-0.80%2026-03-312026-05-15

HD HOME DEPOT INC12.9K shares7.24%2026-03-312026-05-15

TMUS T-MOBILE US INC19.6K shares-0.12%2026-03-312026-05-15

MA MASTERCARD INCORPORATED8.2K shares-0.65%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST119.0K shares-1.51%2026-03-312026-05-15

EFA ISHARES TR40.2K shares-2.03%2026-03-312026-05-15

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC33.6K shares-0.04%2026-03-312026-05-15

VCRM VANGUARD MUN BD FDS51.2K shares9.21%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS51.3K shares-1.87%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR22.7K shares-13.62%2026-03-312026-05-15

CVX CHEVRON CORPORATION17.7K shares-2.66%2026-03-312026-05-15

EFAV ISHARES TR40.7K shares19.59%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP19.8K shares2.94%2026-03-312026-05-15

IWO ISHARES TR11.4K shares13.48%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC29.2K shares3.03%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS14.3K shares0.23%2026-03-312026-05-15

RTX RTX CORPORATION17.8K shares-0.07%2026-03-312026-05-15

BA BOEING CO17.2K shares0.10%2026-03-312026-05-15

GDLC GRAYSCALE COINDESK CRYPTO108.5K shares1.07%2026-03-312026-05-15

CSCO CISCO SYS INC43.3K shares-6.58%2026-03-312026-05-15

WFC WELLS FARGO & CO40.6K shares-5.81%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.8K shares47.85%2026-03-312026-05-15

Sponsored

DFAX DIMENSIONAL ETF TRUST94.1K shares-3.51%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS38.2K shares-2.09%2026-03-312026-05-15

AGG ISHARES TR31.5K shares-33.98%2026-03-312026-05-15

RDVI FIRST TR EXCHANGE-TRADED FD120.9K shares20.29%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI89.4K shares-62.62%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC65.0K shares-3.37%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP4.8K shares-2.18%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC3.4K shares-11.32%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC25.0K shares3.51%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO9.5K shares-0.92%2026-03-312026-05-15

SMMV ISHARES TR64.7K shares-3.30%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS61.4K shares29.42%2026-03-312026-05-15

NFLX NETFLIX INC.29.1K shares13.39%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR20.7K shares-28.83%2026-03-312026-05-15

ABBV ABBVIE INC12.7K shares-8.76%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST77.6K shares2.57%2026-03-312026-05-15

Sponsored

FTEC FIDELITY COVINGTON TRUST13.0K shares-0.80%2026-03-312026-05-15

DOW DOW HLDGS INC64.1K shares-16.63%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC9.8K shares6.76%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE9.2K shares18.55%2026-03-312026-05-15

SUB ISHARES TR24.3K shares-0.18%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.5K shares3.16%2026-03-312026-05-15

CAT CATERPILLAR INC3.6K shares-17.89%2026-03-312026-05-15

PEP PEPSICO INC16.1K shares14.37%2026-03-312026-05-15

Sponsored

MCK MCKESSON CORP2.9K shares2.39%2026-03-312026-05-15

MCD MCDONALDS CORP8.0K shares2.02%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO40.3K shares5.37%2026-03-312026-05-15

KO COCA COLA CO31.7K shares-6.91%2026-03-312026-05-15

TJX TJX COS INC NEW15.1K shares10.35%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC11.6K shares3.33%2026-03-312026-05-15

QCOM QUALCOMM INC18.1K shares3.98%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST51.5K shares-6.52%2026-03-312026-05-15

Sponsored

AMAT APPLIED MATLS INC6.8K shares4.20%2026-03-312026-05-15

SPYV SPDR SERIES TRUST40.0K shares-0.90%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST31.7K shares-5.86%2026-03-312026-05-15

ORCL ORACLE CORP15.2K shares3.57%2026-03-312026-05-15

MCO MOODYS CORP5.1K shares-0.04%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST35.5K shares-1.83%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS7.3K shares3.08%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST54.4K shares7.32%2026-03-312026-05-15

Sponsored

HDV ISHARES TR15.5K shares-5.62%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC14.4K shares14.11%2026-03-312026-05-15

SPYG SPDR SERIES TRUST21.5K shares-0.19%2026-03-312026-05-15

BAC BANK AMERICA CORP42.6K shares9.41%2026-03-312026-05-15

NEE NEXTERA ENERGY INC22.4K shares3.07%2026-03-312026-05-15

AMGN AMGEN INC5.9K shares2.96%2026-03-312026-05-15

GEV GE VERNOVA INC2.3K shares19.19%2026-03-312026-05-15

SYY SYSCO CORP28.6K shares9.94%2026-03-312026-05-15

Sponsored

MINT PIMCO ETF TR20.2K shares-0.57%2026-03-312026-05-15

SHY ISHARES TR24.2K shares-7.92%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC17.4K shares0.07%2026-03-312026-05-15

EEM ISHARES TR33.4K shares-1.83%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP8.8K shares-1.41%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS2.4K shares0.93%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC18.8K shares1.35%2026-03-312026-05-15

CMI CUMMINS INC3.4K shares-1.32%2026-03-312026-05-15

Sponsored

IWP ISHARES TR14.1K shares-4.29%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC10.8K shares2.80%2026-03-312026-05-15

ADBE ADOBE INC7.3K shares17.44%2026-03-312026-05-15

IJK ISHARES TR17.6K shares-0.06%2026-03-312026-05-15

IWS ISHARES TR12.1K shares-1.50%2026-03-312026-05-15

LINDE PLC LINDE PLC3.5K shares1.11%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL3.0K shares-18.29%2026-03-312026-05-15

CGXU CAPITAL GROUP INTL FOCUS EQT59.1K shares0.38%2026-03-312026-05-15

Sponsored

DOV DOVER CORP8.3K shares-9.64%2026-03-312026-05-15

VO VANGUARD INDEX FDS6.0K shares9.39%2026-03-312026-05-15

CSL CARLISLE COS INC5.1K shares1.53%2026-03-312026-05-15

SNA SNAP ON INC4.6K shares152.61%2026-03-312026-05-15

MATCH GROUP INC NEW MATCH GROUP INC NEW54.4K shares45.21%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD24.5K shares53.93%2026-03-312026-05-15

SLV ISHARES SILVER TR24.3K shares43.62%2026-03-312026-05-15

DIS DISNEY WALT CO17.1K shares-4.89%2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC11.7K shares3.15%2026-03-312026-05-15

T AT&T INC55.9K shares6.31%2026-03-312026-05-15

FSIG FIRST TR EXCHANGE-TRADED FD85.3K shares-31.94%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC7.0K shares21.33%2026-03-312026-05-15

UNP UNION PAC CORP6.6K shares0.05%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP5.5K shares5.57%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC31.5K shares2.52%2026-03-312026-05-15

MUB ISHARES TR14.7K shares-3.62%2026-03-312026-05-15

Sponsored

LKQ LKQ CORP52.9K shares16.45%2026-03-312026-05-15

AYI ACUITY INC5.4K shares13.51%2026-03-312026-05-15

ALSN ALLISON TRANSMISSION HLDGS I12.9K shares-0.74%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP5.6K shares43.35%2026-03-312026-05-15

MAS MASCO CORP24.8K shares29.00%2026-03-312026-05-15

IWN ISHARES TR7.9K shares58.74%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP42.0K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC22.5K shares-17.35%2026-03-312026-05-15

Sponsored

INTC INTEL CORP33.4K shares-0.75%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST39.8K shares-2.37%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST27.7K shares1.08%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC31.7K shares24.28%2026-03-312026-05-15

SSNC SS&C TECH HLDGS20.9K shares29.87%2026-03-312026-05-15

SHYD VANECK ETF TRUST62.2K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV1.0K shares9.50%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD14.9K shares-2.28%2026-03-312026-05-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC7.0K sharesnew addition2026-03-312026-05-15

IHDG WISDOMTREE TR28.6K shares-3.10%2026-03-312026-05-15

WM WASTE MGMT INC DEL6.0K shares-7.08%2026-03-312026-05-15

FDMO FIDELITY COVINGTON TRUST17.2K shares0.01%2026-03-312026-05-15

DSTL ETF SER SOLUTIONS23.6K shares-0.03%2026-03-312026-05-15

SHV ISHARES TR12.2K shares0.55%2026-03-312026-05-15

FDLO FIDELITY COVINGTON TRUST20.9K shares-0.57%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC3.1K shares13.98%2026-03-312026-05-15

Sponsored

DE DEERE & CO2.4K shares-9.93%2026-03-312026-05-15

AGZ ISHARES TR12.1K shares1.96%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC3.9K shares17.75%2026-03-312026-05-15

PHM PULTE GROUP INC11.1K shares188.45%2026-03-312026-05-15

CCK CROWN HLDGS INC13.0K shares10.78%2026-03-312026-05-15

DVY ISHARES TR8.6K shares0.55%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR28.2K shares70.47%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN8.2K shares5.99%2026-03-312026-05-15

Sponsored

IGSB ISHARES TR24.5K shares-3.50%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS16.2K shares0.11%2026-03-312026-05-15

CSX CSX CORP31.0K shares2.31%2026-03-312026-05-15

NTAP NETAPP INC12.4K shares22.04%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F12.9K shares0.00%2026-03-312026-05-15

EZU ISHARES INC20.0K shares52.80%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY4.2K shares32.51%2026-03-312026-05-15

ESGU ISHARES TR8.7K shares0.84%2026-03-312026-05-15

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC81.7K shares5.74%2026-03-312026-05-15

GNTX GENTEX CORP55.5K sharesnew addition2026-03-312026-05-15

SO SOUTHERN CO12.5K shares0.57%2026-03-312026-05-15

ABT ABBOTT LABORATORIES12.1K shares-14.36%2026-03-312026-05-15

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC51.6K shares30.23%2026-03-312026-05-15

BCS BARCLAYS PLC55.4K shares1.52%2026-03-312026-05-15

F FORD MTR CO100.8K shares11.21%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC3.2K shares4.71%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR7.8K shares39.33%2026-03-312026-05-15

WAB WABTEC4.6K shares-0.54%2026-03-312026-05-15

YUM YUM BRANDS INC7.3K shares0.41%2026-03-312026-05-15

MPC MARATHON PETE CORP4.6K shares-30.69%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.4K shares17.85%2026-03-312026-05-15

ITA ISHARES TR5.1K shares0.18%2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST27.1K shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC2.8K shares17.30%2026-03-312026-05-15

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TXN TEXAS INSTRS INC5.6K shares7.67%2026-03-312026-05-15

MGV VANGUARD WORLD FD7.4K shares-9.83%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.1K shares-0.90%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC8.1K shares-0.47%2026-03-312026-05-15

STPZ PIMCO ETF TR19.5K shares0.00%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP22.6K shares195.77%2026-03-312026-05-15

WCC WESCO INTL INC3.8K shares0.08%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-1.78%2026-03-312026-05-15

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VT VANGUARD INTL EQUITY INDEX F7.4K shares-0.26%2026-03-312026-05-15

MS MORGAN STANLEY6.2K shares0.89%2026-03-312026-05-15

NVS NOVARTIS AG6.7K shares15.78%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR41.2K shares-34.84%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST25.8K shares-1.23%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L26.8K shares2.42%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS9.2K shares0.51%2026-03-312026-05-15

EFG ISHARES TR9.0K shares-29.79%2026-03-312026-05-15

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ZM ZOOM COMMUNICATIONS INC12.5K sharesnew addition2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD7.9K shares1.03%2026-03-312026-05-15

CBRE CBRE GROUP INC7.3K shares2.85%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS12.6K shares7.25%2026-03-312026-05-15

DOX AMDOCS LTD14.8K shares34.34%2026-03-312026-05-15

COP CONOCOPHILLIPS7.3K shares-16.83%2026-03-312026-05-15

DBX DROPBOX INC42.0K shares31.86%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC11.6K shares11.85%2026-03-312026-05-15

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IYR ISHARES TR10.0K shares-16.04%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC984 shares-15.54%2026-03-312026-05-15

LH LABCORP HOLDINGS INC3.5K shares9.75%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST29.3K shares-0.13%2026-03-312026-05-15

AFL AFLAC INC8.6K shares0.78%2026-03-312026-05-15

EWJ ISHARES INC11.1K shares42.68%2026-03-312026-05-15

SLQD ISHARES TR18.5K shares-11.10%2026-03-312026-05-15

NATIONAL GRID PLC NATIONAL GRID PLC10.9K shares-0.68%2026-03-312026-05-15

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CITIGROUP INC CITIGROUP INC8.1K shares7.12%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC2.0K shares5.27%2026-03-312026-05-15

BOND PIMCO ETF TR9.9K shares5.95%2026-03-312026-05-15

DTE DTE ENERGY CO6.0K shares0.37%2026-03-312026-05-15

KLAC KLA CORP596 shares-0.50%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE9.7K shares-0.63%2026-03-312026-05-15

ACI ALBERTSONS COS INC51.4K shares48.69%2026-03-312026-05-15

MTUM ISHARES TR3.6K shares0.00%2026-03-312026-05-15

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XLE SELECT SECTOR SPDR TR14.3K shares-2.07%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF21.7K shares0.69%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST18.0K shares-2.10%2026-03-312026-05-15

MPLX MPLX LP15.2K shares-5.10%2026-03-312026-05-15

HUBBELL INC HUBBELL INC1.7K shares2.77%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.4K shares17.47%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR10.4K shares42.51%2026-03-312026-05-15

HYG ISHARES TR10.5K shares-15.60%2026-03-312026-05-15

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SPTS SPDR SERIES TRUST28.6K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN4.1K shares-0.85%2026-03-312026-05-15

CRM SALESFORCE INC4.4K shares-5.49%2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO48.5K shares-13.17%2026-03-312026-05-15

IWR ISHARES TR8.4K shares-66.02%2026-03-312026-05-15

SPGI S&P GLOBAL INC1.9K shares0.32%2026-03-312026-05-15

RGA REINSURANCE GROUP AMER INC3.9K shares-4.12%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP884 shares-34.62%2026-03-312026-05-15

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CB CHUBB LTD SWITZ2.4K shares-6.53%2026-03-312026-05-15

IUSG ISHARES TR5.1K shares-5.27%2026-03-312026-05-15

SUSA ISHARES TR5.9K shares-15.54%2026-03-312026-05-15

CEF SPROTT ASSET MANAGEMENT LP16.4K shares0.00%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS16.2K shares-0.76%2026-03-312026-05-15

E ENI SPA13.8K shares-0.30%2026-03-312026-05-15

UBS UBS GROUP AG19.9K shares1.24%2026-03-312026-05-15

ADI ANALOG DEVICES INC2.4K shares2.97%2026-03-312026-05-15

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HON HONEYWELL INTL INC3.4K shares0.18%2026-03-312026-05-15

FSMD FIDELITY COVINGTON TRUST17.0K shares0.00%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS12.7K shares-15.68%2026-03-312026-05-15

WMB WILLIAMS COS INC10.4K shares-7.70%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC2.7K shares7.27%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR29.9K shares-1.80%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC8.6K shares10.12%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.8K shares2.56%2026-03-312026-05-15

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DHI D R HORTON INC5.4K shares2.21%2026-03-312026-05-15

DFSB DIMENSIONAL ETF TRUST14.4K shares0.00%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC12.6K shares-13.42%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC12.7K shares-1.27%2026-03-312026-05-15

CENCORA INC CENCORA INC2.3K shares10.82%2026-03-312026-05-15

PAYX PAYCHEX INC7.9K shares0.56%2026-03-312026-05-15

IXUS ISHARES TR8.4K shares-2.27%2026-03-312026-05-15

WELL WELLTOWER INC3.6K shares-11.43%2026-03-312026-05-15

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BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW9.8K shares10.86%2026-03-312026-05-15

EEMV ISHARES INC12.4K shares-1.54%2026-03-312026-05-15

HNI HNI CORP21.3K sharesnew addition2026-03-312026-05-15

FLEX FLEXTRONICS INTL LTD10.9K shares-6.12%2026-03-312026-05-15

CMCSA COMCAST CORP NEW24.7K shares33.02%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC5.2K shares-8.09%2026-03-312026-05-15

VLO VALERO ENERGY CORP2.9K shares1.60%2026-03-312026-05-15

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CR CRANE COMPANY4.1K shares-0.48%2026-03-312026-05-15

ENTG ENTEGRIS INC6.0K shares27.05%2026-03-312026-05-15

EMR EMERSON ELEC CO5.3K shares6.64%2026-03-312026-05-15

WWD WOODWARD INC1.9K shares0.57%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC2.5K shares45.24%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS14.7K shares-1.91%2026-03-312026-05-15

RSG REPUBLIC SVCS INC3.1K shares25.01%2026-03-312026-05-15

CINF CINCINNATI FINL CORP4.3K shares-0.07%2026-03-312026-05-15

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ITW ILLINOIS TOOL WKS INC2.6K shares-21.36%2026-03-312026-05-15

SNPS SYNOPSYS INC1.7K shares4.30%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR20.7K shares41.00%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS6.8K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F12.5K shares-8.65%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST20.0K shares-3.40%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION12.0K shares3.37%2026-03-312026-05-15

ROST ROSS STORES INC3.1K shares4.97%2026-03-312026-05-15

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SCHW SCHWAB CHARLES CORP7.1K shares-1.89%2026-03-312026-05-15

XSMO INVESCO EXCHANGE TRADED FD T8.8K shares38.16%2026-03-312026-05-15

HDB HDFC BANK LTD26.8K shares-5.08%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC4.1K shares35.21%2026-03-312026-05-15

LOW LOWES COS INC2.8K shares-6.37%2026-03-312026-05-15

SGOV ISHARES TR6.6K shares-3.36%2026-03-312026-05-15

DGRW WISDOMTREE TR7.4K shares5.81%2026-03-312026-05-15

ET ENERGY TRANSFER L P33.8K shares32.40%2026-03-312026-05-15

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DFSD DIMENSIONAL ETF TRUST13.6K shares-8.47%2026-03-312026-05-15

DHR DANAHER CORP DEL3.4K shares-2.76%2026-03-312026-05-15

XBI SPDR SERIES TRUST5.0K shares0.20%2026-03-312026-05-15

FI FISERV INC11.2K shares2.59%2026-03-312026-05-15

DES WISDOMTREE TR17.4K shares0.00%2026-03-312026-05-15

APP APPLOVIN CORP1.6K shares6.98%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE14.6K shares9.01%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR23.9K shares-4.02%2026-03-312026-05-15

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CBOE CBOE GLOBAL MKTS INC2.2K shares-1.37%2026-03-312026-05-15

FXU FIRST TR EXCHANGE-TRADED FD12.0K shares0.23%2026-03-312026-05-15

NVO NOVO-NORDISK A S16.2K shares-12.74%2026-03-312026-05-15

DGRO ISHARES TR8.5K shares-16.37%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO1.9K shares16.59%2026-03-312026-05-15

FDX FEDEX CORP1.7K shares7.70%2026-03-312026-05-15

SF STIFEL FINL CORP7.9K shares52.60%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION4.5K shares-2.43%2026-03-312026-05-15

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XLF SELECT SECTOR SPDR TR11.7K shares-79.99%2026-03-312026-05-15

LMBS FIRST TR EXCHANGE-TRADED FD11.6K shares4.63%2026-03-312026-05-15

RIO RIO TINTO PLC6.1K shares33.77%2026-03-312026-05-15

VIS VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-15

IWV ISHARES TR1.5K shares-7.08%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP4.8K shares-7.21%2026-03-312026-05-15

EMLP FIRST TR EXCHANGE-TRADED FD13.1K shares15.84%2026-03-312026-05-15

ING ING GROEP N.V.21.9K shares18.74%2026-03-312026-05-15

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SAP SAP SE3.3K shares1.48%2026-03-312026-05-15

SBUX STARBUCKS CORP6.2K shares-22.05%2026-03-312026-05-15

CTAS CINTAS CORP3.3K shares-1.58%2026-03-312026-05-15

DAL DELTA AIR LINES INC8.4K shares1.96%2026-03-312026-05-15

GRID FIRST TR EXCHANGE-TRADED FD3.4K shares21.53%2026-03-312026-05-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD33.0K shares-18.93%2026-03-312026-05-15

PGR PROGRESSIVE CORP2.7K shares17.19%2026-03-312026-05-15

VXUS VANGUARD STAR FDS7.0K shares0.56%2026-03-312026-05-15

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ESGV VANGUARD WORLD FD4.8K shares40.16%2026-03-312026-05-15

ALB ALBEMARLE CORP3.0K shares-4.27%2026-03-312026-05-15

RNR RENAISSANCERE HLDGS LTD1.8K shares3.99%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP780 shares-11.76%2026-03-312026-05-15

VTES VANGUARD WELLINGTON FD5.3K shares0.46%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO2.1K shares34.39%2026-03-312026-05-15

SLB SLB LIMITED10.3K shares64.56%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC3.7K shares17.18%2026-03-312026-05-15

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ESGD ISHARES TR5.5K shares2.10%2026-03-312026-05-15

SCZ ISHARES TR7.3K shares-6.36%2026-03-312026-05-15

FLTB FIDELITY MERRIMACK STR TR10.5K shares12.13%2026-03-312026-05-15

DFSI DIMENSIONAL ETF TRUST12.4K shares0.00%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP6.6K shares2.52%2026-03-312026-05-15

CVS CVS HEALTH CORP7.3K shares-2.00%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.3K shares17.10%2026-03-312026-05-15

NLR VANECK ETF TRUST3.9K shares61.73%2026-03-312026-05-15

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VCR VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-15

URI UNITED RENTALS INC702 shares25.36%2026-03-312026-05-15

VOT VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-05-15

SHM SPDR SERIES TRUST10.5K shares0.46%2026-03-312026-05-15

IUSB ISHARES TR10.9K shares-0.36%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS5.6K shares-4.51%2026-03-312026-05-15

CAH CARDINAL HEALTH INC2.4K shares0.68%2026-03-312026-05-15

IJT ISHARES TR3.4K shares-0.23%2026-03-312026-05-15

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LAMR LAMAR ADVERTISING CO3.9K shares-1.36%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40793 shares0.13%2026-03-312026-05-15

GLW CORNING INC3.6K shares5.26%2026-03-312026-05-15

SILA SILA REALTY TRUST INC20.5K shares-0.25%2026-03-312026-05-15

APH AMPHENOL CORP3.8K shares-15.76%2026-03-312026-05-15

ULTA ULTA BEAUTY INC927 shares4.04%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC1.4K shares-4.74%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC1.3K shares3.22%2026-03-312026-05-15

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VCEB VANGUARD WORLD FD7.7K shares0.67%2026-03-312026-05-15

EME EMCOR GROUP INC652 shares19.63%2026-03-312026-05-15

ALL ALLSTATE CORP2.3K shares-4.95%2026-03-312026-05-15

PULS PGIM ETF TR9.6K shares0.65%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC2.4K shares19.08%2026-03-312026-05-15

EOG EOG RES INC3.3K shares46.76%2026-03-312026-05-15

RYAAY RYANAIR HOLDINGS PLC8.2K shares3.82%2026-03-312026-05-15

IPAC ISHARES TR6.1K shares0.00%2026-03-312026-05-15

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MFG MIZUHO FINANCIAL GROUP INC58.4K shares1.48%2026-03-312026-05-15

GATX GATX CORP2.7K shares12.01%2026-03-312026-05-15

YUMC YUM CHINA HLDGS INC9.5K shares0.01%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO8.7K shares0.00%2026-03-312026-05-15

MMM 3M CO3.2K shares1.63%2026-03-312026-05-15

VRSK VERISK ANALYTICS INC2.4K shares84.17%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN2.8K shares32.84%2026-03-312026-05-15

HXL HEXCEL CORP NEW5.6K shares5.39%2026-03-312026-05-15

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IBCP INDEPENDENT BK CORP MICH13.6K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR4.2K shares-37.93%2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III8.9K shares28.83%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC7.9K shares17.25%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD7.1K shares9.12%2026-03-312026-05-15

VOE VANGUARD INDEX FDS2.4K shares-32.75%2026-03-312026-05-15

DUSB DIMENSIONAL ETF TRUST8.7K shares6.10%2026-03-312026-05-15

QUAL ISHARES TR2.3K shares-1.76%2026-03-312026-05-15

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HCA HCA HEALTHCARE INC929 shares-3.63%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN7.4K shares58.53%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL13.0K shares-10.40%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares19.07%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW2.3K shares-14.74%2026-03-312026-05-15

IQV IQVIA HLDGS INC2.5K shares15.26%2026-03-312026-05-15

TWLO TWILIO INC3.4K shares16.54%2026-03-312026-05-15

MET METLIFE INC6.0K shares0.10%2026-03-312026-05-15

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SONY SONY GROUP CORP20.7K shares-21.14%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.0K shares-10.11%2026-03-312026-05-15

SOXX ISHARES TR1.3K shares-1.68%2026-03-312026-05-15

WTV WISDOMTREE TR4.4K shares-3.24%2026-03-312026-05-15

FTNT FORTINET INC5.2K shares8.59%2026-03-312026-05-15

URTH ISHARES INC2.3K shares0.00%2026-03-312026-05-15

DFSE DIMENSIONAL ETF TRUST9.9K shares0.00%2026-03-312026-05-15

BOH BANK HAWAII CORP5.6K shares0.30%2026-03-312026-05-15

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TD TORONTO DOMINION BK ONT4.4K shares-10.05%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF10.7K shares36.03%2026-03-312026-05-15

EQNR EQUINOR ASA9.7K sharesnew addition2026-03-312026-05-15

CTRA COTERRA ENERGY INC11.6K shares4.85%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC24.9K shares0.38%2026-03-312026-05-15

HSBC HSBC HLDGS PLC4.9K shares19.42%2026-03-312026-05-15

HLN HALEON PLC40.0K shares28.25%2026-03-312026-05-15

INTU INTUIT921 shares-18.93%2026-03-312026-05-15

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FDVV FIDELITY COVINGTON TRUST7.2K shares26.35%2026-03-312026-05-15

QIAGEN NV QIAGEN NV9.9K sharesnew addition2026-03-312026-05-15

GNOV FIRST TR EXCHNG TRADED FD VI10.1K shares0.00%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP5.1K shares-23.93%2026-03-312026-05-15

DEHP DIMENSIONAL ETF TRUST11.5K shares-13.50%2026-03-312026-05-15

ILF ISHARES TR11.0K sharesnew addition2026-03-312026-05-15

TIP ISHARES TR3.5K shares0.00%2026-03-312026-05-15

IYF ISHARES TR3.3K shares0.34%2026-03-312026-05-15

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OHI OMEGA HEALTHCARE INVS INC8.8K shares1.27%2026-03-312026-05-15

NUE NUCOR CORP2.3K shares1.07%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST10.8K shares-12.93%2026-03-312026-05-15

BP BP PLC8.2K shares-21.49%2026-03-312026-05-15

DFNM DIMENSIONAL ETF TRUST8.0K shares-14.52%2026-03-312026-05-15

EMB ISHARES TR4.1K shares4.64%2026-03-312026-05-15

VHT VANGUARD WORLD FD1.4K shares-24.27%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.9K shares13.32%2026-03-312026-05-15

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PKG PACKAGING CORP AMER1.8K shares16.70%2026-03-312026-05-15

AKAM AKAMAI TECHNOLOGIES INC3.3K shares15.05%2026-03-312026-05-15

VEEV VEEVA SYS INC2.2K shares30.80%2026-03-312026-05-15

SHYG ISHARES TR9.0K shares0.00%2026-03-312026-05-15

SAIA SAIA INC1.1K shares10.39%2026-03-312026-05-15

SHOP SHOPIFY INC3.2K shares29.92%2026-03-312026-05-15

VFH VANGUARD WORLD FD3.1K shares0.00%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST11.1K shares0.09%2026-03-312026-05-15

Sponsored

WTFC WINTRUST FINL CORP2.7K shares6.30%2026-03-312026-05-15

HYD VANECK ETF TRUST7.4K shares1.87%2026-03-312026-05-15

ENB ENBRIDGE INC6.8K shares49.23%2026-03-312026-05-15

CMS CMS ENERGY CORP4.8K shares0.78%2026-03-312026-05-15

FHLC FIDELITY COVINGTON TRUST5.2K shares0.12%2026-03-312026-05-15

HLI HOULIHAN LOKEY INC2.6K shares36.62%2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS1.1K shares-2.59%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K shares11.76%2026-03-312026-05-15

Sponsored

ETFS GOLD TR ETFS GOLD TR8.1K shares-32.45%2026-03-312026-05-15

TFC TRUIST FINL CORP7.9K shares-5.30%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO4.2K sharesnew addition2026-03-312026-05-15

IGE ISHARES TR5.7K shares-2.18%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS7.7K shares-2.93%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW1.1K shares18.56%2026-03-312026-05-15

SMG SCOTTS MIRACLE-GRO CO5.9K shares26.52%2026-03-312026-05-15

ETR ENTERGY CORP NEW3.2K shares-15.66%2026-03-312026-05-15

Sponsored

DEO DIAGEO PLC4.8K shares20.91%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC1.2K shares11.64%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS6.1K shares0.49%2026-03-312026-05-15

QYLD GLOBAL X FDS20.8K shares9.21%2026-03-312026-05-15

IVE

ISHARES TR

4.71%

Shares716.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

4.54%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-0.81%

Shares1.0M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

9.25%

Shares110.7K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

8.36%

Shares1.3M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

3.10%

Shares208.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-5.09%

Shares55.7K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-3.80%

Shares391.3K

Event2026-03-31

Filed2026-05-15

MDYG

SPDR SERIES TRUST

6.44%

Shares352.7K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

6.12%

Shares252.3K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

6.64%

Shares328.6K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

1.84%

Shares233.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

10.53%

Shares147.9K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-0.42%

Shares638.5K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-8.34%

Shares172.9K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-0.30%

Shares63.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.09%

Shares43.4K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-8.85%

Shares270.8K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-0.13%

Shares283.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

6.14%

Shares52.1K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

-0.32%

Shares339.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

2.72%

Shares57.9K

Event2026-03-31

Filed2026-05-15

HTRB

HARTFORD FDS EXCHANGE TRADED

16.22%

Shares490.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.15%

Shares74.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.85%

Shares23.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.78%

Shares61.2K

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

17.69%

Shares254.4K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

7.62%

Shares255.6K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

6.47%

Shares29.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.25%

Shares40.4K

Event2026-03-31

Filed2026-05-15

UCON

FIRST TR EXCHNG TRADED FD VI

10.27%

Shares459.2K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

-0.74%

Shares156.7K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

1.02%

Shares45.7K

Event2026-03-31

Filed2026-05-15

FIIG

FIRST TR EXCHANGE-TRADED FD

31.87%

Shares489.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

2.40%

Shares34.2K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-8.69%

Shares38.6K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-8.86%

Shares106.3K

Event2026-03-31

Filed2026-05-15