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The Analysis of Retirement Planning Group, LLC's Holdings & P&L

Currently, Retirement Planning Group, LLC holds 481 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in FSMD (+1.1M shares, valued at $51.2M), DIVI (+695.6K shares, valued at $27.7M), UBND (+853.7K shares, valued at $18.6M); decreased their positions in N/A (-30.0K shares, valued at $17.9M), VGSH (-222.8K shares, valued at $13.0M), AAPL (-19.0K shares, valued at $4.8M); initiated new positions in GPIX (+80.2K shares, valued at $4.0M), TCAF (+98.1K shares, valued at $3.5M), N/A (+59.4K shares, valued at $3.4M).

1M P&L

+73.6M+2.44%

3M P&L

-196.8M-5.99%

HY P&L

-43.6M-1.39%

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/A2.6B

89.9%

2Discount Stores64.4M

2.2%

3Consumer Electronics41.0M

1.4%

Top Industries by Stock Count

1N/A296 stocks

65.8%

2Drug Manufacturers - General8 stocks

1.8%

3Utilities - Regulated Electric7 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS488.7K shares-5.79%2026-03-312026-05-04

QGRW WISDOMTREE TR4.3M shares2.77%2026-03-312026-05-04

FSMD FIDELITY COVINGTON TRUST5.2M shares28.47%2026-03-312026-05-04

DIVI FRANKLIN TEMPLETON ETF TR5.7M shares14.01%2026-03-312026-05-04

PYLD PIMCO ETF TR6.5M shares12.06%2026-03-312026-05-04

UBND VICTORY PORTFOLIOS II7.4M shares13.12%2026-03-312026-05-04

DIVO AMPLIFY ETF TR3.2M shares9.93%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST2.5M shares9.41%2026-03-312026-05-04

Sponsored

FRDM EA SERIES TRUST2.5M shares5.52%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR2.8M shares14.20%2026-03-312026-05-04

NFLT ETFIS SER TR I4.5M shares13.89%2026-03-312026-05-04

BNDI NEOS ETF TRUST2.0M shares14.82%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS979.1K shares-18.54%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION50.7K shares1.22%2026-03-312026-05-04

AAPL APPLE INC161.5K shares-10.51%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T56.6K shares-2.99%2026-03-312026-05-04

Sponsored

VUG VANGUARD INDEX FDS72.5K shares-2.05%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR1.1M shares-8.02%2026-03-312026-05-04

VTV VANGUARD INDEX FDS121.0K shares5.40%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR37.8K shares-8.38%2026-03-312026-05-04

FTRB FEDERATED HERMES ETF TRUST853.5K shares-13.76%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS97.9K shares-11.14%2026-03-312026-05-04

MSFT MICROSOFT CORP55.0K shares-6.94%2026-03-312026-05-04

DTD WISDOMTREE TR235.6K shares-4.60%2026-03-312026-05-04

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SGOV ISHARES TR201.2K shares-5.10%2026-03-312026-05-04

GSLC GOLDMAN SACHS ETF TR157.8K shares-10.66%2026-03-312026-05-04

SPYV SPDR SERIES TRUST320.0K shares-1.23%2026-03-312026-05-04

IQLT ISHARES TR339.4K shares-12.33%2026-03-312026-05-04

CSHI NEOS ETF TRUST288.1K shares17.60%2026-03-312026-05-04

WMT WALMART INC112.0K shares-6.40%2026-03-312026-05-04

AMZN AMAZON COM INC64.1K shares24.07%2026-03-312026-05-04

VGT VANGUARD WORLD FD16.1K shares3.20%2026-03-312026-05-04

Sponsored

NVDA NVIDIA CORPORATION62.0K shares-6.81%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR367.2K shares70.54%2026-03-312026-05-04

DGRW WISDOMTREE TR115.7K shares-0.50%2026-03-312026-05-04

VTI VANGUARD INDEX FDS30.9K shares0.64%2026-03-312026-05-04

SPGP INVESCO EXCHANGE TRADED FD T90.6K shares-22.38%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR118.5K shares-3.83%2026-03-312026-05-04

TSEC TOUCHSTONE ETF TRUST366.6K shares367.34%2026-03-312026-05-04

GLD SPDR GOLD TR20.8K shares10.08%2026-03-312026-05-04

Sponsored

VEA VANGUARD TAX-MANAGED FDS125.7K shares-2.31%2026-03-312026-05-04

IVV ISHARES TR11.9K shares8.04%2026-03-312026-05-04

IVW ISHARES TR67.3K shares-6.17%2026-03-312026-05-04

COWZ PACER FDS TR119.2K shares7.47%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR287.9K shares-2.13%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS92.8K shares-12.94%2026-03-312026-05-04

XOM EXXON MOBIL CORP40.0K shares12.32%2026-03-312026-05-04

VXF VANGUARD INDEX FDS31.3K shares-5.94%2026-03-312026-05-04

Sponsored

BIV VANGUARD BD INDEX FDS81.6K shares2.49%2026-03-312026-05-04

GMUB GOLDMAN SACHS ETF TR122.2K shares37.91%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II87.1K shares8.30%2026-03-312026-05-04

PTLC PACER FDS TR115.8K shares1646.36%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F119.0K shares43.92%2026-03-312026-05-04

VO VANGUARD INDEX FDS20.4K shares8.88%2026-03-312026-05-04

VHT VANGUARD WORLD FD20.8K shares368.49%2026-03-312026-05-04

SPTI SPDR SERIES TRUST196.5K shares-2.29%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC19.6K shares1.13%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP9.1K shares-2.41%2026-03-312026-05-04

BOND PIMCO ETF TR59.6K shares230.18%2026-03-312026-05-04

EMXC ISHARES INC68.6K shares-5.52%2026-03-312026-05-04

USVM VICTORY PORTFOLIOS II56.7K shares-4.80%2026-03-312026-05-04

VOX VANGUARD WORLD FD29.4K shares6.70%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON20.7K shares1.95%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC29.5K shares-1.32%2026-03-312026-05-04

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI107.1K shares11.39%2026-03-312026-05-04

BMAR INNOVATOR ETFS TRUST88.8K shares-0.47%2026-03-312026-05-04

ALPHABET INC ALPHABET INC16.0K shares-21.71%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR42.2K shares-4.94%2026-03-312026-05-04

VCR VANGUARD WORLD FD12.7K shares11.63%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.2K shares7.26%2026-03-312026-05-04

FLMI FRANKLIN TEMPLETON ETF TR176.2K shares32.19%2026-03-312026-05-04

HD HOME DEPOT INC13.0K shares-1.81%2026-03-312026-05-04

Sponsored

HFSI HARTFORD FDS EXCHANGE TRADED122.1K shares498.41%2026-03-312026-05-04

GPIX GOLDMAN SACHS ETF TR80.2K sharesnew addition2026-03-312026-05-04

ILCG ISHARES TR41.8K shares0.00%2026-03-312026-05-04

TUSI TOUCHSTONE ETF TRUST156.7K shares9.81%2026-03-312026-05-04

IJR ISHARES TR31.8K shares-6.14%2026-03-312026-05-04

HMOP HARTFORD FDS EXCHANGE TRADED101.9K shares31.84%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST100.7K shares-1.59%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR28.6K shares14.12%2026-03-312026-05-04

Sponsored

GSIE GOLDMAN SACHS ETF TR86.4K shares3.09%2026-03-312026-05-04

NYF ISHARES TR68.1K shares0.00%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW27.5K shares-4.39%2026-03-312026-05-04

PEP PEPSICO INC22.8K shares-1.48%2026-03-312026-05-04

TCAF T ROWE PRICE ETF INC98.1K sharesnew addition2026-03-312026-05-04

SMMD ISHARES TR45.6K shares1.64%2026-03-312026-05-04

NEOS ETF TRUST NEOS ETF TRUST59.4K sharesnew addition2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.3K shares245.82%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F61.5K shares-7.80%2026-03-312026-05-04

FFSM FIDELITY COVINGTON TRUST103.6K shares99.96%2026-03-312026-05-04

VB VANGUARD INDEX FDS12.4K shares26.97%2026-03-312026-05-04

RDVI FIRST TR EXCHANGE-TRADED FD127.2K shares5.44%2026-03-312026-05-04

IEFA ISHARES TR35.7K shares597.01%2026-03-312026-05-04

IWB ISHARES TR9.0K shares187.23%2026-03-312026-05-04

FELC FIDELITY COVINGTON TRUST88.3K sharesnew addition2026-03-312026-05-04

PG PROCTER & GAMBLE CO21.9K shares-3.98%2026-03-312026-05-04

Sponsored

SPMD SPDR SERIES TRUST51.1K shares-0.38%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO10.1K shares-22.02%2026-03-312026-05-04

KORP AMERICAN CENTY ETF TR63.2K shares-36.95%2026-03-312026-05-04

ITOT ISHARES TR20.6K shares-14.21%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST41.4K shares-4.10%2026-03-312026-05-04

VDC VANGUARD WORLD FD13.0K shares5.74%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS31.8K shares-5.71%2026-03-312026-05-04

SPAB SPDR SERIES TRUST109.7K sharesnew addition2026-03-312026-05-04

Sponsored

XAR SPDR SERIES TRUST10.8K shares27.17%2026-03-312026-05-04

GOF GUGGENHEIM STRATEGIC OPPORTU246.7K shares-14.19%2026-03-312026-05-04

EXE EXPAND ENERGY CORPORATION24.4K sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC12.0K shares4.70%2026-03-312026-05-04

VXUS VANGUARD STAR FDS33.3K shares5.02%2026-03-312026-05-04

XME SPDR SERIES TRUST23.5K sharesnew addition2026-03-312026-05-04

HOLA J P MORGAN EXCHANGE TRADED F48.1K sharesnew addition2026-03-312026-05-04

SPGI S&P GLOBAL INC5.8K shares0.30%2026-03-312026-05-04

Sponsored

TSLA TESLA INC6.4K shares10.52%2026-03-312026-05-04

AGG ISHARES TR24.1K shares262.83%2026-03-312026-05-04

SPYM SPDR SERIES TRUST30.8K shares-14.49%2026-03-312026-05-04

META META PLATFORMS INC4.1K shares15.20%2026-03-312026-05-04

OMFL INVESCO EXCH TRD SLF IDX FD38.0K shares-8.16%2026-03-312026-05-04

IDVO AMPLIFY ETF TR56.4K sharesnew addition2026-03-312026-05-04

SO SOUTHERN CO23.6K shares-0.14%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F37.0K shares-0.53%2026-03-312026-05-04

Sponsored

VONG VANGUARD SCOTTSDALE FDS20.7K shares28.89%2026-03-312026-05-04

EFA ISHARES TR23.3K shares-11.69%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR36.7K shares20.15%2026-03-312026-05-04

VV VANGUARD INDEX FDS7.4K sharesnew addition2026-03-312026-05-04

TRND PACER FDS TR66.8K sharesnew addition2026-03-312026-05-04

DGRO ISHARES TR31.1K shares-9.13%2026-03-312026-05-04

MCD MCDONALDS CORP7.0K shares12.32%2026-03-312026-05-04

IDEV ISHARES TR25.7K shares-2.51%2026-03-312026-05-04

Sponsored

RTX RTX CORPORATION11.0K shares3.07%2026-03-312026-05-04

IJK ISHARES TR21.0K shares-9.80%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR68.8K shares-7.09%2026-03-312026-05-04

VPU VANGUARD WORLD FD10.4K shares-1.16%2026-03-312026-05-04

DE DEERE & CO3.6K shares-1.90%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR85.1K shares-0.31%2026-03-312026-05-04

INEQ COLUMBIA ETF TR I50.4K sharesnew addition2026-03-312026-05-04

EVRG EVERGY INC23.7K shares0.58%2026-03-312026-05-04

Sponsored

SCHV SCHWAB STRATEGIC TR63.3K shares-3.85%2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC4.7K shares2.56%2026-03-312026-05-04

CVX CHEVRON CORPORATION9.1K shares53.31%2026-03-312026-05-04

CEF SPROTT ASSET MANAGEMENT LP39.4K sharesnew addition2026-03-312026-05-04

KO COCA COLA CO24.4K shares1.55%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC12.7K shares-1.18%2026-03-312026-05-04

SHEL SHELL PLC19.8K sharesnew addition2026-03-312026-05-04

IWM ISHARES TR7.4K shares23.17%2026-03-312026-05-04

Sponsored

BROADCOM INC BROADCOM INC5.9K shares-4.47%2026-03-312026-05-04

COP CONOCOPHILLIPS13.7K shares-1.50%2026-03-312026-05-04

CAT CATERPILLAR INC2.5K shares11.26%2026-03-312026-05-04

IVVW ISHARES TR40.8K shares-1.48%2026-03-312026-05-04

IOO ISHARES TR13.9K shares0.00%2026-03-312026-05-04

V VISA INC5.6K shares23.05%2026-03-312026-05-04

USMV ISHARES TR17.9K shares-0.21%2026-03-312026-05-04

AVXC AMERICAN CENTY ETF TR24.2K shares-2.25%2026-03-312026-05-04

Sponsored

FEZ SPDR INDEX SHS FDS26.1K shares0.73%2026-03-312026-05-04

IWN ISHARES TR8.5K shares2.32%2026-03-312026-05-04

QUAL ISHARES TR8.3K shares1.82%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F28.2K shares-67.84%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS6.6K shares-8.02%2026-03-312026-05-04

BILS SPDR SERIES TRUST16.0K shares-15.12%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP16.9K shares3.17%2026-03-312026-05-04

VCRB VANGUARD MALVERN FDS20.5K shares14.41%2026-03-312026-05-04

Sponsored

SCHX SCHWAB STRATEGIC TR61.6K shares41.08%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS31.2K shares-21.23%2026-03-312026-05-04

LLY ELI LILLY & CO1.7K shares-7.24%2026-03-312026-05-04

SLV ISHARES SILVER TR22.4K shares46.14%2026-03-312026-05-04

MO ALTRIA GROUP INC23.0K shares13.86%2026-03-312026-05-04

FXL FIRST TR EXCHANGE-TRADED FD9.5K shares0.66%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC29.8K shares8.59%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION11.3K shares0.28%2026-03-312026-05-04

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC31.5K shares0.00%2026-03-312026-05-04

RGLD ROYAL GOLD INC5.8K shares0.02%2026-03-312026-05-04

IWF ISHARES TR3.4K shares13.82%2026-03-312026-05-04

VBR VANGUARD INDEX FDS6.6K shares41.86%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F30.5K shares-2.87%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR12.8K shares2.25%2026-03-312026-05-04

ABT ABBOTT LABORATORIES13.8K shares-2.32%2026-03-312026-05-04

IWV ISHARES TR3.8K shares1.72%2026-03-312026-05-04

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO26.0K shares-1.78%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST23.5K shares-1.46%2026-03-312026-05-04

IJH ISHARES TR19.8K shares26.57%2026-03-312026-05-04

IMCV ISHARES TR15.8K shares-3.19%2026-03-312026-05-04

URTH ISHARES INC7.2K shares-0.12%2026-03-312026-05-04

LYB LYONDELLBASELL INDUSTRIES NV16.1K sharesnew addition2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR8.0K shares1.30%2026-03-312026-05-04

BTCI NEOS ETF TRUST39.1K shares31.63%2026-03-312026-05-04

Sponsored

FNCL FIDELITY COVINGTON TRUST18.1K shares0.00%2026-03-312026-05-04

WM WASTE MGMT INC DEL5.4K shares2.03%2026-03-312026-05-04

MUB ISHARES TR11.6K sharesnew addition2026-03-312026-05-04

SEI SOLARIS ENERGY INFRAS INC21.5K shares0.19%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC5.8K shares-0.82%2026-03-312026-05-04

AMGN AMGEN INC3.4K shares6.64%2026-03-312026-05-04

VBK VANGUARD INDEX FDS4.0K shares3.39%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST5.7K shares17.21%2026-03-312026-05-04

Sponsored

LDOS LEIDOS HOLDINGS INC7.6K shares0.34%2026-03-312026-05-04

FLXR TCW ETF TRUST30.0K sharesnew addition2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR8.0K shares-1.27%2026-03-312026-05-04

SBUX STARBUCKS CORP12.9K shares4.60%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP5.2K shares184.90%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE25.9K shares200.31%2026-03-312026-05-04

LOW LOWES COS INC4.6K shares-1.00%2026-03-312026-05-04

NFLX NETFLIX INC.11.1K shares-52.82%2026-03-312026-05-04

Sponsored

BSV VANGUARD BD INDEX FDS13.6K shares-23.41%2026-03-312026-05-04

SDY SPDR SERIES TRUST7.2K shares-1.19%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR21.2K shares18.62%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR33.7K shares24.22%2026-03-312026-05-04

IWR ISHARES TR10.7K shares27.43%2026-03-312026-05-04

OKE ONEOK INC NEW11.3K shares-6.67%2026-03-312026-05-04

FXR FIRST TR EXCHANGE-TRADED FD12.6K shares-1.84%2026-03-312026-05-04

VTEI VANGUARD MUN BD FDS10.1K shares-0.97%2026-03-312026-05-04

Sponsored

CSCO CISCO SYS INC12.5K shares-43.46%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP1.4K shares0.00%2026-03-312026-05-04

SPYG SPDR SERIES TRUST9.6K shares0.25%2026-03-312026-05-04

DVY ISHARES TR6.2K shares12.38%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F16.4K sharesnew addition2026-03-312026-05-04

FDL FIRST TR EXCHANGE-TRADED FD17.8K sharesnew addition2026-03-312026-05-04

IYZ ISHARES TR22.8K shares8.07%2026-03-312026-05-04

FHLC FIDELITY COVINGTON TRUST12.7K shares-2.14%2026-03-312026-05-04

Sponsored

TMSL T ROWE PRICE ETF INC24.1K shares41.76%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS17.7K shares26.28%2026-03-312026-05-04

CDX SIMPLIFY EXCHANGE TRADED FUN41.2K shares0.13%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC7.2K shares14.49%2026-03-312026-05-04

SOXX ISHARES TR2.6K shares-31.02%2026-03-312026-05-04

RSPT INVESCO EXCHANGE TRADED FD T18.9K shares0.00%2026-03-312026-05-04

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D451 shares0.45%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F11.3K shares47.56%2026-03-312026-05-04

Sponsored

PMAR INNOVATOR ETFS TRUST18.9K shares0.00%2026-03-312026-05-04

WTTR SELECT WATER SOLUTIONS INC54.7K shares0.48%2026-03-312026-05-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.0K shares2.53%2026-03-312026-05-04

VFH VANGUARD WORLD FD6.8K shares-18.09%2026-03-312026-05-04

UAUG INNOVATOR ETFS TRUST20.7K shares0.00%2026-03-312026-05-04

RUSHA RUSH ENTERPRISES INC12.1K shares0.47%2026-03-312026-05-04

T AT&T INC26.7K shares29.08%2026-03-312026-05-04

BNS BANK NOVA SCOTIA B C11.0K shares0.05%2026-03-312026-05-04

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JVAL J P MORGAN EXCHANGE TRADED F15.4K shares-6.22%2026-03-312026-05-04

VIS VANGUARD WORLD FD2.4K shares-84.65%2026-03-312026-05-04

BAC BANK AMERICA CORP15.4K shares1.81%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F5.4K shares66.61%2026-03-312026-05-04

GILD GILEAD SCIENCES INC5.3K shares1.55%2026-03-312026-05-04

XSOE WISDOMTREE TR18.4K sharesnew addition2026-03-312026-05-04

PPL PPL CORP19.3K shares-2.97%2026-03-312026-05-04

VAW VANGUARD WORLD FD3.2K shares63.09%2026-03-312026-05-04

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FHB FIRST HAWAIIAN INC29.1K shares0.01%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC3.5K shares-29.05%2026-03-312026-05-04

SHY ISHARES TR8.4K shares110.55%2026-03-312026-05-04

IWD ISHARES TR3.2K shares16.55%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F8.3K shares2.36%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO2.3K shares18.25%2026-03-312026-05-04

VTEC VANGUARD CALIF TAX FREE FDS6.9K shares13.18%2026-03-312026-05-04

CRM SALESFORCE INC3.6K shares16.39%2026-03-312026-05-04

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HDV ISHARES TR5.0K shares111.60%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.5K shares14.48%2026-03-312026-05-04

PAUG INNOVATOR ETFS TRUST15.7K shares0.00%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC5.4K sharesnew addition2026-03-312026-05-04

AAXJ ISHARES TR6.9K shares1.71%2026-03-312026-05-04

CR CRANE COMPANY3.9K shares0.03%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC775 shares31.36%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR12.4K shares-81.57%2026-03-312026-05-04

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MU MICRON TECHNOLOGY INC1.9K shares-0.21%2026-03-312026-05-04

IYE ISHARES TR10.0K shares-7.41%2026-03-312026-05-04

JSI JANUS DETROIT STR TR12.6K shares-62.47%2026-03-312026-05-04

NEE NEXTERA ENERGY INC6.9K shares-8.34%2026-03-312026-05-04

IYF ISHARES TR5.5K shares17.03%2026-03-312026-05-04

MS MORGAN STANLEY3.9K shares-6.24%2026-03-312026-05-04

PIFI ETF SER SOLUTIONS6.7K sharesnew addition2026-03-312026-05-04

CIBR FIRST TR EXCHANGE-TRADED FD10.1K shares133.08%2026-03-312026-05-04

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PSX PHILLIPS 663.4K shares42.58%2026-03-312026-05-04

HON HONEYWELL INTL INC2.8K shares1.62%2026-03-312026-05-04

FXD FIRST TR EXCHANGE-TRADED FD9.7K shares-2.84%2026-03-312026-05-04

IBRX IMMUNITYBIO INC80.4K sharesnew addition2026-03-312026-05-04

SDVY FIRST TR EXCHANGE TRADED FD15.5K shares13.64%2026-03-312026-05-04

HIMU BLACKROCK ETF TRUST II12.5K shares0.00%2026-03-312026-05-04

HYMB SPDR SERIES TRUST24.1K sharesnew addition2026-03-312026-05-04

APH AMPHENOL CORP4.7K shares-23.92%2026-03-312026-05-04

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IYW ISHARES TR3.2K shares-36.39%2026-03-312026-05-04

PTNQ PACER FDS TR7.8K sharesnew addition2026-03-312026-05-04

MA MASTERCARD INCORPORATED1.1K shares10.35%2026-03-312026-05-04

LPLA LPL FINL HLDGS INC1.9K shares-3.53%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO5.8K shares9.30%2026-03-312026-05-04

NLR VANECK ETF TRUST4.2K sharesnew addition2026-03-312026-05-04

BMAY INNOVATOR ETFS TRUST12.4K shares0.00%2026-03-312026-05-04

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BOTZ GLOBAL X FDS16.7K shares-3.71%2026-03-312026-05-04

IIM INVESCO VALUE MUN INCOME TR45.6K sharesnew addition2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN2.8K shares-4.69%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD8.0K shares1.75%2026-03-312026-05-04

SCZ ISHARES TR6.8K shares-23.55%2026-03-312026-05-04

FE FIRSTENERGY CORP10.5K shares-5.75%2026-03-312026-05-04

EEM ISHARES TR9.3K shares131.13%2026-03-312026-05-04

SYY SYSCO CORP7.4K shares-4.98%2026-03-312026-05-04

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MELI MERCADOLIBRE INC301 sharesnew addition2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR17.8K shares-2.16%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY8.4K shares0.91%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC1.3K shares-69.64%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS11.3K shares1.62%2026-03-312026-05-04

AB ACTIVE ETFS INC AB ACTIVE ETFS INC20.5K sharesnew addition2026-03-312026-05-04

FNDB SCHWAB STRATEGIC TR18.8K shares0.00%2026-03-312026-05-04

VDE VANGUARD WORLD FD2.9K shares-2.00%2026-03-312026-05-04

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VUSB VANGUARD BD INDEX FDS10.1K shares-7.18%2026-03-312026-05-04

EMLP FIRST TR EXCHANGE-TRADED FD11.4K sharesnew addition2026-03-312026-05-04

FTNT FORTINET INC6.1K shares10.96%2026-03-312026-05-04

IVE ISHARES TR2.3K shares122.78%2026-03-312026-05-04

ROBT FIRST TR EXCHANGE TRADED FD10.7K shares-0.44%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF12.8K shares1.95%2026-03-312026-05-04

TFC TRUIST FINL CORP10.7K shares2.85%2026-03-312026-05-04

MCK MCKESSON CORP565 shares3.86%2026-03-312026-05-04

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IGV ISHARES TR5.9K shares-24.49%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K sharesnew addition2026-03-312026-05-04

GLW CORNING INC3.5K shares4.14%2026-03-312026-05-04

IEMG ISHARES INC6.7K shares41.52%2026-03-312026-05-04

PULS PGIM ETF TR9.3K shares-74.53%2026-03-312026-05-04

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IYH ISHARES TR7.5K shares-8.58%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR13.9K shares-2.17%2026-03-312026-05-04

PMAY INNOVATOR ETFS TRUST11.4K shares1.33%2026-03-312026-05-04

NEM NEWMONT CORP4.2K sharesnew addition2026-03-312026-05-04

BSEP INNOVATOR ETFS TRUST9.4K shares-0.57%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD9.5K shares-79.65%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL13.4K sharesnew addition2026-03-312026-05-04

BNOV INNOVATOR ETFS TRUST10.4K shares0.76%2026-03-312026-05-04

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VRTX VERTEX PHARMACEUTICALS INC1.0K shares113.40%2026-03-312026-05-04

PTMC PACER FDS TR12.2K sharesnew addition2026-03-312026-05-04

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ORCL ORACLE CORP3.0K shares-34.67%2026-03-312026-05-04

EMR EMERSON ELEC CO3.4K sharesnew addition2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2026-03-312026-05-04

EWJ ISHARES INC5.2K shares1.11%2026-03-312026-05-04

MISL FIRST TR EXCHANGE-TRADED FD9.8K shares-13.95%2026-03-312026-05-04

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JAAA JANUS DETROIT STR TR8.7K shares-62.35%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II3.9K sharesnew addition2026-03-312026-05-04

SRE SEMPRA4.4K shares79.85%2026-03-312026-05-04

SPTM SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-05-04

BA BOEING CO2.1K shares16.49%2026-03-312026-05-04

LRGF ISHARES TR6.4K shares0.03%2026-03-312026-05-04

UAPR INNOVATOR ETFS TRUST12.6K shares0.00%2026-03-312026-05-04

FIDU FIDELITY COVINGTON TRUST4.9K shares0.94%2026-03-312026-05-04

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ZAP GLOBAL X FDS13.0K sharesnew addition2026-03-312026-05-04

PNOV INNOVATOR ETFS TRUST10.2K shares0.27%2026-03-312026-05-04

EWU ISHARES TR9.1K shares0.63%2026-03-312026-05-04

FXN FIRST TR EXCHANGE-TRADED FD18.2K shares0.00%2026-03-312026-05-04

CBOE CBOE GLOBAL MKTS INC1.4K shares0.84%2026-03-312026-05-04

SPSM SPDR SERIES TRUST8.3K shares2.83%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST10.3K shares0.26%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP1.4K shares-1.42%2026-03-312026-05-04

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TLTD FLEXSHARES TR4.2K shares0.00%2026-03-312026-05-04

KR KROGER CO5.5K shares-1.63%2026-03-312026-05-04

UNP UNION PAC CORP1.6K shares4.42%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO6.5K shares9.45%2026-03-312026-05-04

PFE PFIZER INC13.9K shares8.59%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L10.3K shares15.08%2026-03-312026-05-04

POCT INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-05-04

GDX VANECK ETF TRUST4.1K sharesnew addition2026-03-312026-05-04

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QCOM QUALCOMM INC2.9K shares-21.62%2026-03-312026-05-04

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ACIO ETF SER SOLUTIONS8.9K shares-58.16%2026-03-312026-05-04

AMAT APPLIED MATLS INC1.1K shares-11.48%2026-03-312026-05-04

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VOE VANGUARD INDEX FDS2.0K shares10.62%2026-03-312026-05-04

MPC MARATHON PETE CORP1.5K sharesnew addition2026-03-312026-05-04

FCX FREEPORT MCMORAN INC6.0K shares6.24%2026-03-312026-05-04

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CARE CARTER BANKSHARES INC15.0K sharesnew addition2026-03-312026-05-04

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CME CME GROUP INC1.2K sharesnew addition2026-03-312026-05-04

AM ANTERO MIDSTREAM CORP15.1K sharesnew addition2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC351 shares-4.62%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC3.9K shares-5.73%2026-03-312026-05-04

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PJUN INNOVATOR ETFS TRUST8.0K shares0.00%2026-03-312026-05-04

PBUS INVESCO EXCH TRADED FD TR II5.1K sharesnew addition2026-03-312026-05-04

PEG PUBLIC SVC ENTERPRISE GROUP4.1K shares6.80%2026-03-312026-05-04

DBP INVESCO DB MULTI-SECTOR COMM3.0K sharesnew addition2026-03-312026-05-04

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YUM YUM BRANDS INC2.1K shares-2.97%2026-03-312026-05-04

IYM ISHARES TR1.9K shares-2.98%2026-03-312026-05-04

IYK ISHARES TR4.6K shares-9.37%2026-03-312026-05-04

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TMO THERMO FISHER SCIENTIFIC INC653 shares6.87%2026-03-312026-05-04

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AN AUTONATION INC1.6K shares0.25%2026-03-312026-05-04

PJUL INNOVATOR ETFS TRUST6.9K shares0.00%2026-03-312026-05-04

MDYG SPDR SERIES TRUST3.3K shares-5.83%2026-03-312026-05-04

ESGV VANGUARD WORLD FD2.8K shares2.22%2026-03-312026-05-04

OPER ETF SER SOLUTIONS3.1K shares-81.89%2026-03-312026-05-04

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MATX MATSON INC1.9K shares2.01%2026-03-312026-05-04

PMBS PIMCO ETF TR6.2K sharesnew addition2026-03-312026-05-04

SEB SEABOARD CORP DEL53 shares0.00%2026-03-312026-05-04

PROP PRAIRIE OPER CO147.8K shares772.07%2026-03-312026-05-04

DWMF WISDOMTREE TR8.9K sharesnew addition2026-03-312026-05-04

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GEV GE VERNOVA INC341 sharesnew addition2026-03-312026-05-04

CNI CANADIAN NATL RY CO2.9K shares0.10%2026-03-312026-05-04

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LHX L3HARRIS TECHNOLOGIES INC856 shares-2.73%2026-03-312026-05-04

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BP BP PLC6.2K sharesnew addition2026-03-312026-05-04

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AON PLC AON PLC894 shares-4.49%2026-03-312026-05-04

ASTS AST SPACEMOBILE INC3.5K shares17.00%2026-03-312026-05-04

AIA ISHARES TR2.7K shares0.00%2026-03-312026-05-04

AOR ISHARES TR4.4K shares1.39%2026-03-312026-05-04

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EZU ISHARES INC4.6K shares0.00%2026-03-312026-05-04

JGRO J P MORGAN EXCHANGE TRADED F3.4K sharesnew addition2026-03-312026-05-04

MTZ MASTEC INC880 sharesnew addition2026-03-312026-05-04

MGK VANGUARD WORLD FD770 shares-2.04%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC788 shares-8.27%2026-03-312026-05-04

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EWC ISHARES INC5.1K shares9.02%2026-03-312026-05-04

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FSTA FIDELITY COVINGTON TRUST5.3K shares0.24%2026-03-312026-05-04

IAUM ISHARES GOLD TR5.9K shares0.00%2026-03-312026-05-04

FPAG INVESTMENT MANAGERS SER TR I7.6K sharesnew addition2026-03-312026-05-04

MLM MARTIN MARIETTA MATLS INC469 shares0.00%2026-03-312026-05-04

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CMI CUMMINS INC509 shares-6.43%2026-03-312026-05-04

FXU FIRST TR EXCHANGE-TRADED FD5.5K shares-2.32%2026-03-312026-05-04

IDXX IDEXX LABS INC486 sharesnew addition2026-03-312026-05-04

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MDYV SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-05-04

TJX TJX COS INC NEW1.7K sharesnew addition2026-03-312026-05-04

DVN DEVON ENERGY CORP NEW5.4K sharesnew addition2026-03-312026-05-04

IYR ISHARES TR2.9K shares1.63%2026-03-312026-05-04

FTA FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2026-03-312026-05-04

FXO FIRST TR EXCHANGE-TRADED FD4.7K shares-1.88%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP294 shares6.14%2026-03-312026-05-04

IYC ISHARES TR2.7K sharesnew addition2026-03-312026-05-04

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NVS NOVARTIS AG1.7K shares2.52%2026-03-312026-05-04

GWW WW GRAINGER INC239 shares1.27%2026-03-312026-05-04

GVIP GOLDMAN SACHS ETF TR1.8K sharesnew addition2026-03-312026-05-04

FIW FIRST TR EXCHANGE-TRADED FD2.5K sharesnew addition2026-03-312026-05-04

TFLR T ROWE PRICE ETF INC5.1K sharesnew addition2026-03-312026-05-04

FLAX FRANKLIN TEMPLETON ETF TR8.4K shares7.96%2026-03-312026-05-04

FSCO FS CREDIT OPPORTUNITIES CORP50.1K sharesnew addition2026-03-312026-05-04

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LH LABCORP HOLDINGS INC953 shares-6.20%2026-03-312026-05-04

TMUS T-MOBILE US INC1.2K sharesnew addition2026-03-312026-05-04

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

TSM TAIWAN SEMICONDUCTOR MANUFAC739 sharesnew addition2026-03-312026-05-04

AIT APPLIED INDL TECHNOLOGIES IN932 shares0.11%2026-03-312026-05-04

IDUB ETF SER SOLUTIONS9.9K shares-57.43%2026-03-312026-05-04

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SAMT ADVISORS INNER CIRCLE FD III6.2K sharesnew addition2026-03-312026-05-04

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NEA NUVEEN AMT FREE QLTY MUN INC21.6K sharesnew addition2026-03-312026-05-04

VTES VANGUARD WELLINGTON FD2.4K shares0.00%2026-03-312026-05-04

APA CORPORATION APA CORPORATION5.6K sharesnew addition2026-03-312026-05-04

AGGH SIMPLIFY EXCHANGE TRADED FUN11.6K sharesnew addition2026-03-312026-05-04

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CMF ISHARES TR4.1K shares0.49%2026-03-312026-05-04

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RSPU INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2026-03-312026-05-04

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DFCA DIMENSIONAL ETF TRUST4.6K shares0.54%2026-03-312026-05-04

UCON FIRST TR EXCHNG TRADED FD VI9.3K shares-5.45%2026-03-312026-05-04

CB CHUBB LTD SWITZ703 shares-0.85%2026-03-312026-05-04

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DIA STATE STR SPDR DOW JONES IND493 sharesnew addition2026-03-312026-05-04

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AEE AMEREN CORP2.0K sharesnew addition2026-03-312026-05-04

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IUSG ISHARES TR1.4K shares-1.61%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC1.9K shares-17.53%2026-03-312026-05-04

SHLD GLOBAL X FDS3.1K sharesnew addition2026-03-312026-05-04

OXY OCCIDENTAL PETE CORP3.3K sharesnew addition2026-03-312026-05-04

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RCL ROYAL CARIBBEAN GROUP780 sharesnew addition2026-03-312026-05-04

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TOTALENERGIES SE TOTALENERGIES SE2.3K sharesnew addition2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST3.0K sharesnew addition2026-03-312026-05-04

SMH VANECK ETF TRUST547 sharesnew addition2026-03-312026-05-04

MFC MANULIFE FINL CORP6.1K shares-8.23%2026-03-312026-05-04

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CGO CALAMOS GLOBAL TOTAL RETURN18.1K shares60.55%2026-03-312026-05-04

F FORD MTR CO12.9K shares11.56%2026-03-312026-05-04

ETY EATON VANCE TAX-MANAGED DIVE10.1K shares0.00%2026-03-312026-05-04

EXK ENDEAVOUR SILVER CORP15.0K shares0.00%2026-03-312026-05-04

FSK FS KKR CAP CORP12.5K sharesnew addition2026-03-312026-05-04

AOD ABRDN TOTAL DYNAMIC DIVIDEND13.3K sharesnew addition2026-03-312026-05-04

ALTO ALTO INGREDIENTS INC24.0K shares0.00%2026-03-312026-05-04

CHW CALAMOS GBL DYN INCOME FUND15.3K sharesnew addition2026-03-312026-05-04

Sponsored

CGTX COGNITION THERAPEUTICS INC10.0K shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS

-5.79%

Shares488.7K

Event2026-03-31

Filed2026-05-04

QGRW

WISDOMTREE TR

2.77%

Shares4.3M

Event2026-03-31

Filed2026-05-04

FSMD

FIDELITY COVINGTON TRUST

28.47%

Shares5.2M

Event2026-03-31

Filed2026-05-04

DIVI

FRANKLIN TEMPLETON ETF TR

14.01%

Shares5.7M

Event2026-03-31

Filed2026-05-04

PYLD

PIMCO ETF TR

12.06%

Shares6.5M

Event2026-03-31

Filed2026-05-04

UBND

VICTORY PORTFOLIOS II

13.12%

Shares7.4M

Event2026-03-31

Filed2026-05-04

DIVO

AMPLIFY ETF TR

9.93%

Shares3.2M

Event2026-03-31

Filed2026-05-04

FDVV

FIDELITY COVINGTON TRUST

9.41%

Shares2.5M

Event2026-03-31

Filed2026-05-04

FRDM

EA SERIES TRUST

5.52%

Shares2.5M

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

14.20%

Shares2.8M

Event2026-03-31

Filed2026-05-04

NFLT

ETFIS SER TR I

13.89%

Shares4.5M

Event2026-03-31

Filed2026-05-04

BNDI

NEOS ETF TRUST

14.82%

Shares2.0M

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-18.54%

Shares979.1K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

1.22%

Shares50.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-10.51%

Shares161.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-2.99%

Shares56.6K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-2.05%

Shares72.5K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

-8.02%

Shares1.1M

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

5.40%

Shares121.0K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-8.38%

Shares37.8K

Event2026-03-31

Filed2026-05-04

FTRB

FEDERATED HERMES ETF TRUST

-13.76%

Shares853.5K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-11.14%

Shares97.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-6.94%

Shares55.0K

Event2026-03-31

Filed2026-05-04

DTD

WISDOMTREE TR

-4.60%

Shares235.6K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

-5.10%

Shares201.2K

Event2026-03-31

Filed2026-05-04

GSLC

GOLDMAN SACHS ETF TR

-10.66%

Shares157.8K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

-1.23%

Shares320.0K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

-12.33%

Shares339.4K

Event2026-03-31

Filed2026-05-04

CSHI

NEOS ETF TRUST

17.60%

Shares288.1K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-6.40%

Shares112.0K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

24.07%

Shares64.1K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

3.20%

Shares16.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-6.81%

Shares62.0K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

70.54%

Shares367.2K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

-0.50%

Shares115.7K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.64%

Shares30.9K

Event2026-03-31

Filed2026-05-04

SPGP

INVESCO EXCHANGE TRADED FD T

-22.38%

Shares90.6K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

-3.83%

Shares118.5K

Event2026-03-31

Filed2026-05-04

TSEC

TOUCHSTONE ETF TRUST

367.34%

Shares366.6K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

10.08%

Shares20.8K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-2.31%

Shares125.7K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

8.04%

Shares11.9K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-6.17%

Shares67.3K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

7.47%

Shares119.2K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-2.13%

Shares287.9K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-12.94%

Shares92.8K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

12.32%

Shares40.0K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

-5.94%

Shares31.3K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

2.49%

Shares81.6K

Event2026-03-31

Filed2026-05-04

GMUB

GOLDMAN SACHS ETF TR

37.91%

Shares122.2K

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

8.30%

Shares87.1K

Event2026-03-31

Filed2026-05-04

PTLC

PACER FDS TR

1646.36%

Shares115.8K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

43.92%

Shares119.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

8.88%

Shares20.4K

Event2026-03-31

Filed2026-05-04

VHT

VANGUARD WORLD FD

368.49%

Shares20.8K

Event2026-03-31

Filed2026-05-04

SPTI

SPDR SERIES TRUST

-2.29%

Shares196.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

1.13%

Shares19.6K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-2.41%

Shares9.1K

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

230.18%

Shares59.6K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

-5.52%

Shares68.6K

Event2026-03-31

Filed2026-05-04

USVM

VICTORY PORTFOLIOS II

-4.80%

Shares56.7K

Event2026-03-31

Filed2026-05-04

VOX

VANGUARD WORLD FD

6.70%

Shares29.4K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

1.95%

Shares20.7K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

-1.32%

Shares29.5K

Event2026-03-31

Filed2026-05-04

FIXD

FIRST TR EXCHNG TRADED FD VI

11.39%

Shares107.1K

Event2026-03-31

Filed2026-05-04

BMAR

INNOVATOR ETFS TRUST

-0.47%

Shares88.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-21.71%

Shares16.0K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

-4.94%

Shares42.2K

Event2026-03-31

Filed2026-05-04

VCR

VANGUARD WORLD FD

11.63%

Shares12.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

7.26%

Shares9.2K

Event2026-03-31

Filed2026-05-04

FLMI

FRANKLIN TEMPLETON ETF TR

32.19%

Shares176.2K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-1.81%

Shares13.0K

Event2026-03-31

Filed2026-05-04

HFSI

HARTFORD FDS EXCHANGE TRADED

498.41%

Shares122.1K

Event2026-03-31

Filed2026-05-04

GPIX

GOLDMAN SACHS ETF TR

New

Shares80.2K

Event2026-03-31

Filed2026-05-04

ILCG

ISHARES TR

0.00%

Shares41.8K

Event2026-03-31

Filed2026-05-04

TUSI

TOUCHSTONE ETF TRUST

9.81%

Shares156.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-6.14%

Shares31.8K

Event2026-03-31

Filed2026-05-04

HMOP

HARTFORD FDS EXCHANGE TRADED

31.84%

Shares101.9K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

-1.59%

Shares100.7K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

14.12%

Shares28.6K

Event2026-03-31

Filed2026-05-04

GSIE

GOLDMAN SACHS ETF TR

3.09%

Shares86.4K

Event2026-03-31

Filed2026-05-04

NYF

ISHARES TR

0.00%

Shares68.1K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

-4.39%

Shares27.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-1.48%

Shares22.8K

Event2026-03-31

Filed2026-05-04

TCAF

T ROWE PRICE ETF INC

New

Shares98.1K

Event2026-03-31

Filed2026-05-04

SMMD

ISHARES TR

1.64%

Shares45.6K

Event2026-03-31

Filed2026-05-04

NEOS ETF TRUST

New

Shares59.4K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

245.82%

Shares17.3K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-7.80%

Shares61.5K

Event2026-03-31

Filed2026-05-04

FFSM

FIDELITY COVINGTON TRUST

99.96%

Shares103.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

26.97%

Shares12.4K

Event2026-03-31

Filed2026-05-04

RDVI

FIRST TR EXCHANGE-TRADED FD

5.44%

Shares127.2K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

597.01%

Shares35.7K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

187.23%

Shares9.0K

Event2026-03-31

Filed2026-05-04

FELC

FIDELITY COVINGTON TRUST

New

Shares88.3K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-3.98%

Shares21.9K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

-0.38%

Shares51.1K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-22.02%

Shares10.1K

Event2026-03-31

Filed2026-05-04

KORP

AMERICAN CENTY ETF TR

-36.95%

Shares63.2K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

-14.21%

Shares20.6K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

-4.10%

Shares41.4K

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

5.74%

Shares13.0K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-5.71%

Shares31.8K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

New

Shares109.7K

Event2026-03-31

Filed2026-05-04

XAR

SPDR SERIES TRUST

27.17%

Shares10.8K

Event2026-03-31

Filed2026-05-04

GOF

GUGGENHEIM STRATEGIC OPPORTU

-14.19%

Shares246.7K

Event2026-03-31

Filed2026-05-04

EXE

EXPAND ENERGY CORPORATION

New

Shares24.4K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

4.70%

Shares12.0K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

5.02%

Shares33.3K

Event2026-03-31

Filed2026-05-04

XME

SPDR SERIES TRUST

New

Shares23.5K

Event2026-03-31

Filed2026-05-04

HOLA

J P MORGAN EXCHANGE TRADED F

New

Shares48.1K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

0.30%

Shares5.8K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

10.52%

Shares6.4K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

262.83%

Shares24.1K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

-14.49%

Shares30.8K

Event2026-03-31

Filed2026-05-04