Sponsored

The Analysis of RETIREMENT INCOME SOLUTIONS, INC's Holdings & P&L

Currently, RETIREMENT INCOME SOLUTIONS, INC holds 173 types of securities in its portfolio with a total value $585.1M. In the most recent quarter, they have increased their positions in SPYM (+61.5K shares, valued at $4.7M), MINT (+19.6K shares, valued at $2.0M), JBND (+19.5K shares, valued at $1.0M); decreased their positions in SPY (-600 shares, valued at $390.2K), IVV (-570 shares, valued at $372.3K), IWF (-706 shares, valued at $301.0K); initiated new positions in FBND (+10.7K shares, valued at $489.2K), BND (+5.1K shares, valued at $375.1K), NEE (+3.6K shares, valued at $338.9K).

1M P&L

-37.4M-5.84%

3M P&L

-52.6M-8.02%

HY P&L

-32.7M-5.14%

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/A526.6M

94.6%

2Consumer Electronics5.1M

0.9%

3Software - Infrastructure3.5M

0.6%

Top Industries by Stock Count

1N/A116 stocks

72.0%

2Drug Manufacturers - General4 stocks

2.5%

3Utilities - Regulated Electric4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST1.9M shares3.42%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T69.8K shares-0.85%2026-03-312026-05-04

SPMD SPDR SERIES TRUST717.2K shares2.07%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F719.5K shares0.73%2026-03-312026-05-04

IVV ISHARES TR55.1K shares-1.02%2026-03-312026-05-04

MINT PIMCO ETF TR347.4K shares5.98%2026-03-312026-05-04

IWF ISHARES TR42.0K shares-1.65%2026-03-312026-05-04

IJH ISHARES TR234.4K shares0.45%2026-03-312026-05-04

Sponsored

GLDM WORLD GOLD TR129.8K shares-1.31%2026-03-312026-05-04

SPYX SPDR SERIES TRUST169.4K shares-2.09%2026-03-312026-05-04

ESGU ISHARES TR54.5K shares0.42%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR13.3K shares-0.70%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F141.5K shares-0.62%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T36.8K shares-0.40%2026-03-312026-05-04

IWD ISHARES TR32.4K shares1.38%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 4010.2K shares-0.92%2026-03-312026-05-04

Sponsored

IWB ISHARES TR17.3K shares-0.11%2026-03-312026-05-04

FESM FIDELITY COVINGTON TRUST150.0K shares4.59%2026-03-312026-05-04

ACWI ISHARES TR40.6K shares-1.10%2026-03-312026-05-04

AAPL APPLE INC20.2K shares-1.52%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR57.7K shares22.01%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST130.0K shares15.98%2026-03-312026-05-04

VO VANGUARD INDEX FDS14.0K shares-0.24%2026-03-312026-05-04

AMZN AMAZON COM INC16.5K shares-5.27%2026-03-312026-05-04

Sponsored

SPYG SPDR SERIES TRUST33.8K shares0.05%2026-03-312026-05-04

EFA ISHARES TR33.4K shares4.98%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.5K shares-1.86%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR23.2K shares0.00%2026-03-312026-05-04

IVW ISHARES TR26.3K shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC8.6K shares1.68%2026-03-312026-05-04

VUG VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-04

Sponsored

SPYV SPDR SERIES TRUST42.0K shares-1.78%2026-03-312026-05-04

MSFT MICROSOFT CORP6.3K shares-1.74%2026-03-312026-05-04

IWR ISHARES TR23.7K shares-5.31%2026-03-312026-05-04

VTI VANGUARD INDEX FDS7.0K shares0.00%2026-03-312026-05-04

IVE ISHARES TR9.9K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC6.8K shares0.00%2026-03-312026-05-04

POCT INNOVATOR ETFS TRUST45.2K shares26.07%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR62.8K shares2.00%2026-03-312026-05-04

Sponsored

LLY ELI LILLY & CO1.9K shares14.67%2026-03-312026-05-04

NVDA NVIDIA CORPORATION9.9K shares0.00%2026-03-312026-05-04

PNOV INNOVATOR ETFS TRUST39.6K shares0.00%2026-03-312026-05-04

SMH VANECK ETF TRUST4.2K shares0.00%2026-03-312026-05-04

GLD SPDR GOLD TR3.7K shares-0.46%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F20.9K shares25.68%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR25.3K shares14.56%2026-03-312026-05-04

JBND J P MORGAN EXCHANGE TRADED F28.4K shares218.49%2026-03-312026-05-04

Sponsored

PDEC INNOVATOR ETFS TRUST29.7K shares0.00%2026-03-312026-05-04

EEM ISHARES TR22.2K shares-2.43%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO4.1K shares2.48%2026-03-312026-05-04

VTV VANGUARD INDEX FDS5.7K shares0.00%2026-03-312026-05-04

PHO INVESCO EXCHANGE TRADED FD T16.2K shares0.00%2026-03-312026-05-04

CWI SPDR INDEX SHS FDS29.1K shares3.63%2026-03-312026-05-04

XME SPDR SERIES TRUST9.4K shares5.70%2026-03-312026-05-04

EFIV SPDR SERIES TRUST15.1K shares-0.96%2026-03-312026-05-04

Sponsored

BKLC BNY MELLON ETF TRUST7.5K shares0.00%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP4.2K shares-6.64%2026-03-312026-05-04

PJAN INNOVATOR ETFS TRUST19.2K shares-10.40%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS2.9K shares0.00%2026-03-312026-05-04

KO COCA COLA CO10.7K shares0.24%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON3.3K shares-0.82%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2026-03-312026-05-04

URTH ISHARES INC4.0K shares0.00%2026-03-312026-05-04

Sponsored

MERCK & CO INC MERCK & CO INC5.9K shares-2.10%2026-03-312026-05-04

PG PROCTER & GAMBLE CO4.9K shares1.71%2026-03-312026-05-04

DBEF DBX ETF TR14.3K shares-6.47%2026-03-312026-05-04

ECL ECOLAB INC2.5K shares0.00%2026-03-312026-05-04

BJUN INNOVATOR ETFS TRUST14.1K shares0.00%2026-03-312026-05-04

ORCL ORACLE CORP4.4K shares0.00%2026-03-312026-05-04

MGK VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR7.2K shares126.32%2026-03-312026-05-04

Sponsored

VBIL VANGUARD INSTL INDEX FD8.3K shares0.00%2026-03-312026-05-04

SPAB SPDR SERIES TRUST24.5K shares1.96%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II2.6K shares14.26%2026-03-312026-05-04

IUSG ISHARES TR4.0K shares0.00%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-1.75%2026-03-312026-05-04

IWP ISHARES TR4.7K shares0.00%2026-03-312026-05-04

VOT VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-05-04

IEI ISHARES TR5.1K shares-6.44%2026-03-312026-05-04

Sponsored

EAGG ISHARES TR11.9K shares-0.07%2026-03-312026-05-04

EDIV SPDR INDEX SHS FDS14.2K shares0.00%2026-03-312026-05-04

SHY ISHARES TR6.8K shares-15.59%2026-03-312026-05-04

PJUL INNOVATOR ETFS TRUST12.0K shares0.00%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS11.6K shares-4.68%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS8.4K shares0.00%2026-03-312026-05-04

PAPR INNOVATOR ETFS TRUST13.5K shares0.00%2026-03-312026-05-04

DSI ISHARES TR4.4K shares0.00%2026-03-312026-05-04

Sponsored

BROADCOM INC BROADCOM INC1.7K shares0.00%2026-03-312026-05-04

EFAX SPDR INDEX SHS FDS10.5K shares0.00%2026-03-312026-05-04

VLY VALLEY NATL BANCORP42.4K shares14.40%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS3.5K shares2.15%2026-03-312026-05-04

EMXC ISHARES INC6.6K shares0.00%2026-03-312026-05-04

AMGN AMGEN INC1.5K shares-1.14%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.4K shares-3.05%2026-03-312026-05-04

IWS ISHARES TR3.5K shares0.00%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP3.0K shares-5.39%2026-03-312026-05-04

ZAUG INNOVATOR ETFS TRUST18.8K shares0.00%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR10.1K shares0.00%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR10.7K sharesnew addition2026-03-312026-05-04

LNT ALLIANT ENERGY CORP6.5K shares0.00%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC3.2K shares-7.48%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST13.7K shares0.00%2026-03-312026-05-04

GDX VANECK ETF TRUST4.7K shares27.08%2026-03-312026-05-04

Sponsored

MGV VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-05-04

PAUG INNOVATOR ETFS TRUST9.4K shares0.00%2026-03-312026-05-04

PSEP INNOVATOR ETFS TRUST9.2K shares0.00%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION388 shares2.65%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS5.1K sharesnew addition2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST9.4K shares0.00%2026-03-312026-05-04

DTE DTE ENERGY CO2.5K shares1.52%2026-03-312026-05-04

BJAN INNOVATOR ETFS TRUST6.8K shares0.00%2026-03-312026-05-04

Sponsored

DIS DISNEY WALT CO3.7K shares0.00%2026-03-312026-05-04

SO SOUTHERN CO3.7K shares0.00%2026-03-312026-05-04

ESGE ISHARES INC7.6K shares0.00%2026-03-312026-05-04

IRM IRON MTN INC DEL3.4K shares0.00%2026-03-312026-05-04

V VISA INC1.1K shares1.80%2026-03-312026-05-04

IWM ISHARES TR1.4K shares-16.17%2026-03-312026-05-04

EQAL INVESCO EXCH TRADED FD TR II6.2K shares0.00%2026-03-312026-05-04

NEE NEXTERA ENERGY INC3.6K sharesnew addition2026-03-312026-05-04

Sponsored

IWN ISHARES TR1.8K shares0.00%2026-03-312026-05-04

CF BANKSHARES INC CF BANKSHARES INC11.8K shares0.00%2026-03-312026-05-04

VXF VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-04

LMBS FIRST TR EXCHANGE-TRADED FD6.6K shares0.74%2026-03-312026-05-04

MCD MCDONALDS CORP1.1K shares21.81%2026-03-312026-05-04

SPTS SPDR SERIES TRUST11.2K shares0.64%2026-03-312026-05-04

PMAY INNOVATOR ETFS TRUST7.8K shares0.00%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-05-04

Sponsored

CINF CINCINNATI FINL CORP1.9K shares0.00%2026-03-312026-05-04

HD HOME DEPOT INC897 shares-1.21%2026-03-312026-05-04

ABBV ABBVIE INC1.3K shares12.20%2026-03-312026-05-04

BNOV INNOVATOR ETFS TRUST6.5K shares0.00%2026-03-312026-05-04

TSLA TESLA INC747 shares0.00%2026-03-312026-05-04

IEF ISHARES TR2.9K shares0.00%2026-03-312026-05-04

WMT WALMART INC2.2K shares0.00%2026-03-312026-05-04

RTX RTX CORPORATION1.4K shares-5.44%2026-03-312026-05-04

Sponsored

SCHA SCHWAB STRATEGIC TR9.4K shares0.00%2026-03-312026-05-04

BBIO BRIDGEBIO PHARMA INC3.6K shares0.00%2026-03-312026-05-04

BJUL INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-05-04

CRM SALESFORCE INC1.4K shares0.00%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC1.6K shares9.61%2026-03-312026-05-04

XTN SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares-19.57%2026-03-312026-05-04

MMM 3M CO1.7K shares-5.42%2026-03-312026-05-04

Sponsored

BAR GRANITESHARES GOLD TR5.4K sharesnew addition2026-03-312026-05-04

SUSC ISHARES TR10.8K shares0.00%2026-03-312026-05-04

VV VANGUARD INDEX FDS839 shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR3.6K sharesnew addition2026-03-312026-05-04

SUSB ISHARES TR9.8K shares0.00%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR8.0K sharesnew addition2026-03-312026-05-04

XSW SPDR SERIES TRUST1.7K shares-13.90%2026-03-312026-05-04

VOE VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-05-04

Sponsored

IEMG ISHARES INC3.5K sharesnew addition2026-03-312026-05-04

DE DEERE & CO422 sharesnew addition2026-03-312026-05-04

VB VANGUARD INDEX FDS880 shares0.00%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2026-03-312026-05-04

MDYG SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC.2.3K shares0.00%2026-03-312026-05-04

GAMR AMPLIFY ETF TR2.9K shares-32.45%2026-03-312026-05-04

PBW INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2026-03-312026-05-04

Sponsored

FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2026-03-312026-05-04

SUSA ISHARES TR1.6K shares0.00%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO695 shares0.00%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F3.7K shares0.00%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO2.4K sharesnew addition2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS4.5K sharesnew addition2026-03-312026-05-04

BA BOEING CO1.0K shares0.00%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC975 shares-11.60%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC353 sharesnew addition2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC482 sharesnew addition2026-03-312026-05-04

IBB ISHARES TR1.2K shares0.00%2026-03-312026-05-04

SLI STANDARD LITHIUM LTD53.3K shares0.00%2026-03-312026-05-04

BTG B2GOLD CORP17.5K shares0.00%2026-03-312026-05-04

SPYM

SPDR SERIES TRUST

3.42%

Shares1.9M

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-0.85%

Shares69.8K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

2.07%

Shares717.2K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

0.73%

Shares719.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-1.02%

Shares55.1K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

5.98%

Shares347.4K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-1.65%

Shares42.0K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

0.45%

Shares234.4K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-1.31%

Shares129.8K

Event2026-03-31

Filed2026-05-04

SPYX

SPDR SERIES TRUST

-2.09%

Shares169.4K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

0.42%

Shares54.5K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-0.70%

Shares13.3K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

-0.62%

Shares141.5K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-0.40%

Shares36.8K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

1.38%

Shares32.4K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

-0.92%

Shares10.2K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-0.11%

Shares17.3K

Event2026-03-31

Filed2026-05-04

FESM

FIDELITY COVINGTON TRUST

4.59%

Shares150.0K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

-1.10%

Shares40.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-1.52%

Shares20.2K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

22.01%

Shares57.7K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

15.98%

Shares130.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.24%

Shares14.0K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-5.27%

Shares16.5K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

0.05%

Shares33.8K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

4.98%

Shares33.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-1.86%

Shares6.5K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares23.2K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

1.68%

Shares8.6K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

-1.78%

Shares42.0K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-1.74%

Shares6.3K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-5.31%

Shares23.7K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

POCT

INNOVATOR ETFS TRUST

26.07%

Shares45.2K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

2.00%

Shares62.8K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

14.67%

Shares1.9K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares39.6K

Event2026-03-31

Filed2026-05-04

SMH

VANECK ETF TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-0.46%

Shares3.7K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

25.68%

Shares20.9K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

14.56%

Shares25.3K

Event2026-03-31

Filed2026-05-04

JBND

J P MORGAN EXCHANGE TRADED F

218.49%

Shares28.4K

Event2026-03-31

Filed2026-05-04

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares29.7K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

-2.43%

Shares22.2K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

2.48%

Shares4.1K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-04

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-04

CWI

SPDR INDEX SHS FDS

3.63%

Shares29.1K

Event2026-03-31

Filed2026-05-04

XME

SPDR SERIES TRUST

5.70%

Shares9.4K

Event2026-03-31

Filed2026-05-04

EFIV

SPDR SERIES TRUST

-0.96%

Shares15.1K

Event2026-03-31

Filed2026-05-04

BKLC

BNY MELLON ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-6.64%

Shares4.2K

Event2026-03-31

Filed2026-05-04

PJAN

INNOVATOR ETFS TRUST

-10.40%

Shares19.2K

Event2026-03-31

Filed2026-05-04

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

0.24%

Shares10.7K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.82%

Shares3.3K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-04

URTH

ISHARES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-2.10%

Shares5.9K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

1.71%

Shares4.9K

Event2026-03-31

Filed2026-05-04

DBEF

DBX ETF TR

-6.47%

Shares14.3K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

126.32%

Shares7.2K

Event2026-03-31

Filed2026-05-04

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

1.96%

Shares24.5K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

14.26%

Shares2.6K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-1.75%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

-6.44%

Shares5.1K

Event2026-03-31

Filed2026-05-04

EAGG

ISHARES TR

-0.07%

Shares11.9K

Event2026-03-31

Filed2026-05-04

EDIV

SPDR INDEX SHS FDS

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

-15.59%

Shares6.8K

Event2026-03-31

Filed2026-05-04

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

-4.68%

Shares11.6K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-04

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-04

DSI

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

EFAX

SPDR INDEX SHS FDS

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-04

VLY

VALLEY NATL BANCORP

14.40%

Shares42.4K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

2.15%

Shares3.5K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-1.14%

Shares1.5K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-3.05%

Shares1.4K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-5.39%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-04

LNT

ALLIANT ENERGY CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-7.48%

Shares3.2K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

27.08%

Shares4.7K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

2.65%

Shares388

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

New

Shares5.1K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

DTE

DTE ENERGY CO

1.52%

Shares2.5K

Event2026-03-31

Filed2026-05-04

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

ESGE

ISHARES INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-04

IRM

IRON MTN INC DEL

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

VISA INC

1.80%

Shares1.1K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-16.17%

Shares1.4K

Event2026-03-31

Filed2026-05-04

EQAL

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

CF BANKSHARES INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

LMBS

FIRST TR EXCHANGE-TRADED FD

0.74%

Shares6.6K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

21.81%

Shares1.1K

Event2026-03-31

Filed2026-05-04

SPTS

SPDR SERIES TRUST

0.64%

Shares11.2K

Event2026-03-31

Filed2026-05-04

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

CINF

CINCINNATI FINL CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-1.21%

Shares897

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

12.20%

Shares1.3K

Event2026-03-31

Filed2026-05-04

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

0.00%

Shares747

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

-5.44%

Shares1.4K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-04

BBIO

BRIDGEBIO PHARMA INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-04

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

9.61%

Shares1.6K

Event2026-03-31

Filed2026-05-04

XTN

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

-19.57%

Shares4.3K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-5.42%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BAR

GRANITESHARES GOLD TR

New

Shares5.4K

Event2026-03-31

Filed2026-05-04

SUSC

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares839

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

SUSB

ISHARES TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-04

XSW

SPDR SERIES TRUST

-13.90%

Shares1.7K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

DEERE & CO

New

Shares422

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares880

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

MDYG

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

GAMR

AMPLIFY ETF TR

-32.45%

Shares2.9K

Event2026-03-31

Filed2026-05-04

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-04

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

0.00%

Shares695

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

New

Shares2.4K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

BOEING CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

-11.60%

Shares975

Event2026-03-31

Filed2026-05-04