Sponsored

The Analysis of Retirement Wealth Solutions LLC's Holdings & P&L

Currently, Retirement Wealth Solutions LLC holds 822 types of securities in its portfolio with a total value $158.6M. In the most recent quarter, they have increased their positions in IVV (+3.9K shares, valued at $2.6M), EFG (+20.8K shares, valued at $2.3M), BLCR (+32.0K shares, valued at $1.3M); decreased their positions in OEF (-9.0K shares, valued at $2.9M), VEA (-24.8K shares, valued at $1.6M), VWO (-12.3K shares, valued at $667.3K); initiated new positions in BLCR (+32.0K shares, valued at $1.3M), IDEF (+36.2K shares, valued at $1.2M), LMUB (+18.9K shares, valued at $943.3K).

1M P&L

+3.9M+2.75%

3M P&L

+3.5M+2.47%

HY P&L

+10.8M+8.12%

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/A122.9M

93.6%

2Software - Infrastructure1.1M

0.8%

3Semiconductors902.2K

0.7%

Top Industries by Stock Count

1N/A90 stocks

11.8%

2Banks - Regional31 stocks

4.1%

3Software - Application27 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS41.4K shares0.17%2026-03-312026-04-07

IVV ISHARES TR24.1K shares19.51%2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS221.2K shares-10.07%2026-03-312026-04-07

BNDX VANGUARD CHARLOTTE FDS134.8K shares5.18%2026-03-312026-04-07

DYNF BLACKROCK ETF TRUST105.6K shares2.83%2026-03-312026-04-07

BSV VANGUARD BD INDEX FDS76.5K shares8.39%2026-03-312026-04-07

VWO VANGUARD INTL EQUITY INDEX F108.4K shares-10.23%2026-03-312026-04-07

IVW ISHARES TR47.0K shares10.74%2026-03-312026-04-07

Sponsored

IVE ISHARES TR24.6K shares-3.38%2026-03-312026-04-07

IEMG ISHARES INC72.9K shares3.64%2026-03-312026-04-07

EFV ISHARES TR63.5K shares1.42%2026-03-312026-04-07

VXF VANGUARD INDEX FDS16.0K shares-7.98%2026-03-312026-04-07

EFG ISHARES TR29.3K shares245.50%2026-03-312026-04-07

IUSB ISHARES TR68.5K shares11.82%2026-03-312026-04-07

BIV VANGUARD BD INDEX FDS35.4K shares11.65%2026-03-312026-04-07

VMBS VANGUARD SCOTTSDALE FDS55.8K shares2.96%2026-03-312026-04-07

Sponsored

BLV VANGUARD BD INDEX FDS36.2K shares5.21%2026-03-312026-04-07

AGG ISHARES TR24.4K shares-0.68%2026-03-312026-04-07

QUAL ISHARES TR12.6K shares-4.66%2026-03-312026-04-07

THRO BLACKROCK ETF TRUST59.0K shares-13.54%2026-03-312026-04-07

BAI BLACKROCK ETF TRUST59.7K shares15.49%2026-03-312026-04-07

MTUM ISHARES TR6.4K shares5.34%2026-03-312026-04-07

MUB ISHARES TR14.0K shares-15.01%2026-03-312026-04-07

IEFA ISHARES TR16.3K shares-0.61%2026-03-312026-04-07

Sponsored

TLH ISHARES TR13.1K shares-14.94%2026-03-312026-04-07

BLCR BLACKROCK ETF TRUST32.0K sharesnew addition2026-03-312026-04-07

IJH ISHARES TR17.8K shares-0.36%2026-03-312026-04-07

IDEF BLACKROCK ETF TRUST36.2K sharesnew addition2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares1.41%2026-03-312026-04-07

LMUB ISHARES TR18.9K sharesnew addition2026-03-312026-04-07

MBB ISHARES TR9.7K shares14.42%2026-03-312026-04-07

GOVT ISHARES TR40.0K shares989.47%2026-03-312026-04-07

Sponsored

MSFT MICROSOFT CORP2.5K shares-5.69%2026-03-312026-04-07

VTI VANGUARD INDEX FDS2.8K shares6.07%2026-03-312026-04-07

IYW ISHARES TR4.8K shares-15.83%2026-03-312026-04-07

IWB ISHARES TR2.2K sharesnew addition2026-03-312026-04-07

IAGG ISHARES TR14.6K shares12.69%2026-03-312026-04-07

BND VANGUARD BD INDEX FDS9.7K shares6.63%2026-03-312026-04-07

NVDA NVIDIA CORPORATION4.1K shares-1.02%2026-03-312026-04-07

OEF ISHARES TR2.2K shares-80.70%2026-03-312026-04-07

Sponsored

ITA ISHARES TR3.0K shares-47.63%2026-03-312026-04-07

TFI SPDR SERIES TRUST14.1K shares95.63%2026-03-312026-04-07

AAPL APPLE INC2.5K shares7.43%2026-03-312026-04-07

VXUS VANGUARD STAR FDS7.3K shares-5.74%2026-03-312026-04-07

AMZN AMAZON COM INC2.5K shares31.19%2026-03-312026-04-07

ISHARES GOLD TR ISHARES GOLD TR6.0K shares-52.78%2026-03-312026-04-07

BINC BLACKROCK ETF TRUST II10.1K shares-11.33%2026-03-312026-04-07

EMXC ISHARES INC4.1K shares0.00%2026-03-312026-04-07

Sponsored

IWM ISHARES TR1.1K shares-0.53%2026-03-312026-04-07

IWF ISHARES TR603 shares2915.00%2026-03-312026-04-07

USMV ISHARES TR2.4K shares10.59%2026-03-312026-04-07

HEFA ISHARES TR4.2K shares0.00%2026-03-312026-04-07

HD HOME DEPOT INC463 shares-9.04%2026-03-312026-04-07

ALPHABET INC ALPHABET INC488 shares28.08%2026-03-312026-04-07

ALPHABET INC ALPHABET INC453 shares45.66%2026-03-312026-04-07

BROADCOM INC BROADCOM INC419 shares-24.91%2026-03-312026-04-07

Sponsored

AMAT APPLIED MATLS INC378 shares9.25%2026-03-312026-04-07

MCD MCDONALDS CORP414 shares-13.57%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON525 shares0.38%2026-03-312026-04-07

FIS FIDELITY NATL INFORMATION SV2.5K shares-39.47%2026-03-312026-04-07

CSCO CISCO SYS INC1.5K shares-6.42%2026-03-312026-04-07

META META PLATFORMS INC182 shares-4.71%2026-03-312026-04-07

VTEB VANGUARD MUN BD FDS2.1K shares0.58%2026-03-312026-04-07

ORCL ORACLE CORP688 shares15.05%2026-03-312026-04-07

Sponsored

DFIV DIMENSIONAL ETF TRUST1.8K shares0.00%2026-03-312026-04-07

VB VANGUARD INDEX FDS363 shares-0.27%2026-03-312026-04-07

VO VANGUARD INDEX FDS326 shares-33.74%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO312 shares-0.64%2026-03-312026-04-07

URI UNITED RENTALS INC121 shares0.00%2026-03-312026-04-07

TSLA TESLA INC237 shares9.72%2026-03-312026-04-07

LLY ELI LILLY & CO95 shares-48.65%2026-03-312026-04-07

WMT WALMART INC678 shares0.00%2026-03-312026-04-07

Sponsored

MA MASTERCARD INCORPORATED161 shares-21.08%2026-03-312026-04-07

DFAT DIMENSIONAL ETF TRUST1.2K shares0.00%2026-03-312026-04-07

MERCK & CO INC MERCK & CO INC618 shares-8.98%2026-03-312026-04-07

SYSB ISHARES TR819 shares0.00%2026-03-312026-04-07

IWD ISHARES TR338 sharesnew addition2026-03-312026-04-07

XOM EXXON MOBIL CORP415 shares-3.71%2026-03-312026-04-07

PG PROCTER & GAMBLE CO483 shares0.21%2026-03-312026-04-07

LAM RESEARCH CORP LAM RESEARCH CORP326 shares-4.40%2026-03-312026-04-07

Sponsored

VUG VANGUARD INDEX FDS159 shares0.00%2026-03-312026-04-07

BMO BANK MONTREAL MEDIUM509 shares-53.13%2026-03-312026-04-07

CAT CATERPILLAR INC95 shares-2.06%2026-03-312026-04-07

VGT VANGUARD WORLD FD94 shares0.00%2026-03-312026-04-07

DFUV DIMENSIONAL ETF TRUST1.3K shares0.00%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC393 shares-15.85%2026-03-312026-04-07

PH PARKER-HANNIFIN CORP71 shares-4.05%2026-03-312026-04-07

VTV VANGUARD INDEX FDS298 shares-63.92%2026-03-312026-04-07

Sponsored

DFAE DIMENSIONAL ETF TRUST1.7K shares0.00%2026-03-312026-04-07

COST COSTCO WHOLESALE CORPORATION54 shares0.00%2026-03-312026-04-07

KO COCA COLA CO613 shares0.00%2026-03-312026-04-07

BAC BANK AMERICA CORP946 shares0.42%2026-03-312026-04-07

BLACKROCK INC BLACKROCK INC44 shares-6.38%2026-03-312026-04-07

AMGN AMGEN INC118 shares521.05%2026-03-312026-04-07

ABBV ABBVIE INC190 shares-5.00%2026-03-312026-04-07

QCOM QUALCOMM INC319 shares-6.18%2026-03-312026-04-07

Sponsored

ASML ASML HLDG NV31 shares14.81%2026-03-312026-04-07

INTC INTEL CORP926 shares12.38%2026-03-312026-04-07

NVS NOVARTIS AG256 shares-7.58%2026-03-312026-04-07

ORLY OREILLY AUTOMOTIVE INC423 shares-32.86%2026-03-312026-04-07

PEP PEPSICO INC247 shares-49.28%2026-03-312026-04-07

LINDE PLC LINDE PLC76 shares0.00%2026-03-312026-04-07

CMI CUMMINS INC67 shares8.06%2026-03-312026-04-07

IWO ISHARES TR115 shares0.00%2026-03-312026-04-07

Sponsored

CVX CHEVRON CORPORATION173 shares82.11%2026-03-312026-04-07

ENSG ENSIGN GROUP INC171 shares0.00%2026-03-312026-04-07

IXUS ISHARES TR397 shares0.00%2026-03-312026-04-07

NFLX NETFLIX INC.354 sharesnew addition2026-03-312026-04-07

UNH UNITEDHEALTH GROUP INC122 shares-6.15%2026-03-312026-04-07

MU MICRON TECHNOLOGY INC97 shares46.97%2026-03-312026-04-07

COP CONOCOPHILLIPS245 shares0.00%2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC149 shares-5.70%2026-03-312026-04-07

Sponsored

HSBC HSBC HLDGS PLC367 shares-12.41%2026-03-312026-04-07

SHEL SHELL PLC313 shares10.60%2026-03-312026-04-07

BK BANK NEW YORK MELLON CORP244 shares0.00%2026-03-312026-04-07

SO SOUTHERN CO297 shares-0.67%2026-03-312026-04-07

MLM MARTIN MARIETTA MATLS INC46 shares-13.21%2026-03-312026-04-07

BTI BRITISH AMERN TOB PLC467 shares-18.21%2026-03-312026-04-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP79 shares0.00%2026-03-312026-04-07

KMI KINDER MORGAN INC DEL809 shares-7.86%2026-03-312026-04-07

Sponsored

PLTR PALANTIR TECHNOLOGIES INC184 shares5.75%2026-03-312026-04-07

ASX ASE TECHNOLOGY HLDG CO LTD1.2K shares-19.35%2026-03-312026-04-07

T AT&T INC898 shares-2.29%2026-03-312026-04-07

INTU INTUIT57 shares-36.67%2026-03-312026-04-07

LMAT LEMAITRE VASCULAR INC224 shares0.45%2026-03-312026-04-07

SAN BANCO SANTANDER SA2.2K shares-0.64%2026-03-312026-04-07

JCI JOHNSON CONTROLS INTERNATION186 shares0.00%2026-03-312026-04-07

BWXT BWX TECHNOLOGIES INC117 shares-45.33%2026-03-312026-04-07

Sponsored

TM TOYOTA MOTOR CORP116 shares6.42%2026-03-312026-04-07

AJG GALLAGHER ARTHUR J & CO103 shares0.00%2026-03-312026-04-07

HIMU BLACKROCK ETF TRUST II458 shares-89.45%2026-03-312026-04-07

SXI STANDEX INTL CORP86 shares-2.27%2026-03-312026-04-07

EHC ENCOMPASS HEALTH CORP223 shares-8.98%2026-03-312026-04-07

MET METLIFE INC304 shares-23.81%2026-03-312026-04-07

GEV GE VERNOVA INC24 shares100.00%2026-03-312026-04-07

LFUS LITTELFUSE INC61 shares-7.58%2026-03-312026-04-07

Sponsored

CSX CSX CORP506 shares-15.38%2026-03-312026-04-07

DIS DISNEY WALT CO215 shares-54.35%2026-03-312026-04-07

AL AIR LEASE CORP318 shares-19.29%2026-03-312026-04-07

MNST MONSTER BEVERAGE CORP NEW283 shares-5.03%2026-03-312026-04-07

LYV LIVE NATION ENTERTAINMENT IN134 shares-29.10%2026-03-312026-04-07

FITB FIFTH THIRD BANCORP439 shares-24.31%2026-03-312026-04-07

VMI VALMONT INDS INC51 shares-10.53%2026-03-312026-04-07

PSMT PRICESMART INC135 shares-6.90%2026-03-312026-04-07

Sponsored

IDXX IDEXX LABS INC36 shares-57.65%2026-03-312026-04-07

MTRN MATERION CORP139 shares-14.20%2026-03-312026-04-07

MO ALTRIA GROUP INC303 shares-29.37%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS81 shares0.00%2026-03-312026-04-07

CCEP COCA-COLA EUROPACIFIC PARTNE216 shares-3.57%2026-03-312026-04-07

CG CARLYLE GROUP INC404 shares-59.40%2026-03-312026-04-07

BHP BHP BILLITON LIMITED268 shares47.25%2026-03-312026-04-07

CRM SALESFORCE INC104 shares-17.46%2026-03-312026-04-07

Sponsored

WFC WELLS FARGO & CO243 shares-21.10%2026-03-312026-04-07

V VISA INC64 shares700.00%2026-03-312026-04-07

AOA ISHARES TR215 shares59.26%2026-03-312026-04-07

NXST NEXSTAR MEDIA GROUP INC105 shares-28.08%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC375 shares-59.76%2026-03-312026-04-07

LHX L3HARRIS TECHNOLOGIES INC53 shares-5.36%2026-03-312026-04-07

CMCSA COMCAST CORP NEW629 shares2.11%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP30 shares-3.23%2026-03-312026-04-07

Sponsored

PNC PNC FINL SVCS GROUP INC86 shares0.00%2026-03-312026-04-07

KOF COCA-COLA FEMSA SAB DE CV176 shares-14.56%2026-03-312026-04-07

USFD US FOODS HLDG CORP185 shares10.78%2026-03-312026-04-07

CITIGROUP INC CITIGROUP INC147 shares0.00%2026-03-312026-04-07

DTM DT MIDSTREAM INC122 shares-27.38%2026-03-312026-04-07

BBVA BANCO BILBAO VIZCAYA ARGENTA734 shares-6.50%2026-03-312026-04-07

VRT VERTIV HOLDINGS CO63 shares85.29%2026-03-312026-04-07

AEP AMERICAN ELEC PWR CO INC119 shares0.00%2026-03-312026-04-07

Sponsored

UBER UBER TECHNOLOGIES INC214 shares-53.07%2026-03-312026-04-07

GILD GILEAD SCIENCES INC110 shares3.77%2026-03-312026-04-07

WCC WESCO INTL INC56 shares-6.67%2026-03-312026-04-07

PEG PUBLIC SVC ENTERPRISE GROUP184 shares0.00%2026-03-312026-04-07

SNDK SANDISK CORP23 shares9.52%2026-03-312026-04-07

THE CIGNA GROUP THE CIGNA GROUP53 shares-8.62%2026-03-312026-04-07

MS MORGAN STANLEY85 shares88.89%2026-03-312026-04-07

AGM FEDERAL AGRIC MTG CORP94 shares-4.08%2026-03-312026-04-07

Sponsored

INVESCO QQQ TR INVESCO QQQ TR24 shares0.00%2026-03-312026-04-07

IRMD IRADIMED CORP145 shares-7.64%2026-03-312026-04-07

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC124 shares-6.77%2026-03-312026-04-07

PFE PFIZER INC470 shares65.49%2026-03-312026-04-07

CLX CLOROX CO DEL127 shares0.00%2026-03-312026-04-07

WDC WESTERN DIGITAL CORP48 shares166.67%2026-03-312026-04-07

MUFG MITSUBISHI UFJ FINANCIAL GRO763 shares-1.55%2026-03-312026-04-07

STIP ISHARES TR125 shares0.00%2026-03-312026-04-07

Sponsored

BCPC BALCHEM CORP76 shares20.63%2026-03-312026-04-07

CFG CITIZENS FINL GROUP INC211 shares-15.94%2026-03-312026-04-07

SUB ISHARES TR117 shares0.86%2026-03-312026-04-07

CPRT COPART INC375 shares0.00%2026-03-312026-04-07

RIO RIO TINTO PLC133 shares17.70%2026-03-312026-04-07

SPTS SPDR SERIES TRUST420 sharesnew addition2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE42 shares82.61%2026-03-312026-04-07

BCS BARCLAYS PLC561 shares13.79%2026-03-312026-04-07

Sponsored

CPK CHESAPEAKE UTILS CORP93 shares-14.68%2026-03-312026-04-07

SAP SAP SE68 shares65.85%2026-03-312026-04-07

NATWEST GROUP PLC NATWEST GROUP PLC780 shares-7.36%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC72 shares46.94%2026-03-312026-04-07

USB US BANCORP216 shares-36.66%2026-03-312026-04-07

GLPI GAMING & LEISURE P253 shares-6.30%2026-03-312026-04-07

NSC NORFOLK SOUTHN CORP39 shares-29.09%2026-03-312026-04-07

NOW SERVICENOW INC106 shares-62.14%2026-03-312026-04-07

Sponsored

SONY SONY GROUP CORP533 shares-11.02%2026-03-312026-04-07

CNS COHEN & STEERS INC175 shares0.00%2026-03-312026-04-07

ICVT ISHARES TR107 shares-51.36%2026-03-312026-04-07

CRAI CRA INTL INC67 shares-15.19%2026-03-312026-04-07

AEIS ADVANCED ENERGY INDS33 shares-2.94%2026-03-312026-04-07

E ENI SPA188 shares132.10%2026-03-312026-04-07

TNL TRAVEL PLUS LEISURE CO150 shares-19.79%2026-03-312026-04-07

NEE NEXTERA ENERGY INC111 shares58.57%2026-03-312026-04-07

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC36 shares0.00%2026-03-312026-04-07

PLD PROLOGIS INC.77 shares5.48%2026-03-312026-04-07

GSK PLC GSK PLC176 shares22.22%2026-03-312026-04-07

CIEN CIENA CORP25 shares31.58%2026-03-312026-04-07

PATK PATRICK INDS INC86 shares-27.73%2026-03-312026-04-07

LYG LLOYDS BANKING GROUP PLC1.9K shares16.23%2026-03-312026-04-07

DELL DELL TECHNOLOGIES INC57 shares35.71%2026-03-312026-04-07

UBS UBS GROUP AG239 shares1.70%2026-03-312026-04-07

Sponsored

LAMR LAMAR ADVERTISING CO74 shares-27.45%2026-03-312026-04-07

WWD WOODWARD INC26 shares0.00%2026-03-312026-04-07

SCHW SCHWAB CHARLES CORP98 shares390.00%2026-03-312026-04-07

FTI TECHNIPFMC PLC132 shares-54.79%2026-03-312026-04-07

MT ARCELORMITTAL SA LUXEMBOURG169 shares-3.98%2026-03-312026-04-07

NET CLOUDFLARE INC42 shares425.00%2026-03-312026-04-07

MCK MCKESSON CORP10 sharesnew addition2026-03-312026-04-07

MPC MARATHON PETE CORP35 shares52.17%2026-03-312026-04-07

Sponsored

HCA HCA HEALTHCARE INC18 shares63.64%2026-03-312026-04-07

GS GOLDMAN SACHS GROUP INC10 shares42.86%2026-03-312026-04-07

GLW CORNING INC62 shares87.88%2026-03-312026-04-07

XPO XPO INC43 shares0.00%2026-03-312026-04-07

COHERENT CORP COHERENT CORP35 shares-10.26%2026-03-312026-04-07

TAK TAKEDA PHARMACEUTICAL CO LTD447 shares370.53%2026-03-312026-04-07

PWR QUANTA SVCS INC15 shares400.00%2026-03-312026-04-07

SNY SANOFI SA169 shares4.97%2026-03-312026-04-07

Sponsored

ING ING GROEP N.V.311 shares170.43%2026-03-312026-04-07

CASY CASEYS GEN STORES INC11 shares0.00%2026-03-312026-04-07

CHE CHEMED CORP NEW21 shares0.00%2026-03-312026-04-07

APP APPLOVIN CORP20 shares-13.04%2026-03-312026-04-07

RTX RTX CORPORATION41 shares720.00%2026-03-312026-04-07

NEM NEWMONT CORP73 shares-9.88%2026-03-312026-04-07

YOU CLEAR SECURE INC163 shares-57.77%2026-03-312026-04-07

ESAB ESAB CORPORATION81 shares-1.22%2026-03-312026-04-07

Sponsored

SF STIFEL FINL CORP104 shares55.22%2026-03-312026-04-07

UTHR UNITED THERAPEUTICS CORP DEL13 shares0.00%2026-03-312026-04-07

YUM YUM BRANDS INC49 shares0.00%2026-03-312026-04-07

JLL JONES LANG LASALLE INC25 shares-7.41%2026-03-312026-04-07

ARW ARROW ELECTRS INC53 shares60.61%2026-03-312026-04-07

CBRE CBRE GROUP INC56 shares0.00%2026-03-312026-04-07

CEG CONSTELLATION ENERGY CORP27 shares-28.95%2026-03-312026-04-07

SNA SNAP ON INC21 shares5.00%2026-03-312026-04-07

Sponsored

CRWD CROWDSTRIKE HLDGS INC19 shares280.00%2026-03-312026-04-07

NOG NORTHERN OIL & GAS INC252 shares-22.22%2026-03-312026-04-07

UNILEVER PLC UNILEVER PLC129 shares-5.15%2026-03-312026-04-07

NATIONAL GRID PLC NATIONAL GRID PLC86 shares1128.57%2026-03-312026-04-07

HOMB HOME BANCSHARES INC270 shares-37.35%2026-03-312026-04-07

EQNR EQUINOR ASA172 shares196.55%2026-03-312026-04-07

PRU PRUDENTIAL FINL INC74 shares-74.04%2026-03-312026-04-07

AIT APPLIED INDL TECHNOLOGIES IN27 shares17.39%2026-03-312026-04-07

Sponsored

RJF RAYMOND JAMES FINL INC49 shares2.08%2026-03-312026-04-07

DDOG DATADOG INC60 shares-30.23%2026-03-312026-04-07

LKFN LAKELAND FINL CORP123 shares-41.43%2026-03-312026-04-07

BUD ANHEUSER BUSCH INBEV SA NV101 shares818.18%2026-03-312026-04-07

PUK PRUDENTIAL PLC246 shares127.78%2026-03-312026-04-07

FIX COMFORT SYS USA INC5 shares25.00%2026-03-312026-04-07

WBD WARNER BROS DISCOVERY INC251 shares38.67%2026-03-312026-04-07

NOC NORTHROP GRUMMAN CORP10 sharesnew addition2026-03-312026-04-07

Sponsored

BP BP PLC144 shares89.47%2026-03-312026-04-07

CAH CARDINAL HEALTH INC32 shares18.52%2026-03-312026-04-07

LAD LITHIA MTRS INC27 shares-10.00%2026-03-312026-04-07

TJX TJX COS INC NEW42 shares55.56%2026-03-312026-04-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL17 shares142.86%2026-03-312026-04-07

ATMU ATMUS FILTRATION TECHNOLOGIE115 shares0.00%2026-03-312026-04-07

TTEK TETRA TECH INC NEW216 shares-34.94%2026-03-312026-04-07

ISRG INTUITIVE SURGICAL INC14 sharesnew addition2026-03-312026-04-07

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC65 shares261.11%2026-03-312026-04-07

FDX FEDEX CORP18 shares80.00%2026-03-312026-04-07

RNR RENAISSANCERE HLDGS LTD21 shares16.67%2026-03-312026-04-07

ICE INTERCONTINENTAL EXCHANGE IN40 shares5.26%2026-03-312026-04-07

LSTR LANDSTAR SYS INC39 shares-11.36%2026-03-312026-04-07

CVNA CARVANA CO20 shares-13.04%2026-03-312026-04-07

CENCORA INC CENCORA INC20 shares-9.09%2026-03-312026-04-07

BMY BRISTOL-MYERS SQUIBB CO102 sharesnew addition2026-03-312026-04-07

Sponsored

GM GENERAL MTRS CO83 shares88.64%2026-03-312026-04-07

VLO VALERO ENERGY CORP25 shares257.14%2026-03-312026-04-07

JBL JABIL INC23 shares27.78%2026-03-312026-04-07

RSG REPUBLIC SVCS INC28 shares0.00%2026-03-312026-04-07

EATON CORP PLC EATON CORP PLC17 shares325.00%2026-03-312026-04-07

NVO NOVO-NORDISK A S165 shares-6.25%2026-03-312026-04-07

HLNE HAMILTON LANE INC61 shares-54.14%2026-03-312026-04-07

MFG MIZUHO FINANCIAL GROUP INC745 shares114.70%2026-03-312026-04-07

Sponsored

UFPI UFP INDUSTRIES INC64 shares-23.81%2026-03-312026-04-07

NOK NOKIA CORP730 shares-4.82%2026-03-312026-04-07

TOL TOLL BROTHERS INC43 shares4.88%2026-03-312026-04-07

SLYV SPDR SERIES TRUST62 shares0.00%2026-03-312026-04-07

MMM 3M CO40 shares0.00%2026-03-312026-04-07

NTRA NATERA INC29 shares3.57%2026-03-312026-04-07

ROCKET LAB CORP ROCKET LAB CORP90 shares-4.26%2026-03-312026-04-07

RS RELIANCE INC19 shares46.15%2026-03-312026-04-07

Sponsored

ULTA ULTA BEAUTY INC11 shares0.00%2026-03-312026-04-07

FNDE SCHWAB STRATEGIC TR150 shares0.00%2026-03-312026-04-07

DHI D R HORTON INC42 shares13.51%2026-03-312026-04-07

JHG JANUS HENDERSON GROUP PLC111 shares42.31%2026-03-312026-04-07

RB GLOBAL INC RB GLOBAL INC59 shares28.26%2026-03-312026-04-07

HWM HOWMET AEROSPACE INC24 shares100.00%2026-03-312026-04-07

UNF UNIFIRST CORP MASS22 shares37.50%2026-03-312026-04-07

DOV DOVER CORP26 shares0.00%2026-03-312026-04-07

Sponsored

HST HOST HOTELS & RESORTS INC285 shares10.47%2026-03-312026-04-07

ABT ABBOTT LABORATORIES52 shares-49.02%2026-03-312026-04-07

BE BLOOM ENERGY CORP39 shares14.71%2026-03-312026-04-07

DRI DARDEN RESTAURANTS INC27 shares0.00%2026-03-312026-04-07

RELX RELX PLC159 shares-25.70%2026-03-312026-04-07

TRGP TARGA RES CORP21 shares-4.55%2026-03-312026-04-07

NUE NUCOR CORP31 shares-3.13%2026-03-312026-04-07

TPR TAPESTRY INC37 shares48.00%2026-03-312026-04-07

Sponsored

WTRG ESSENTIAL UTILS INC129 shares69.74%2026-03-312026-04-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND26 shares0.00%2026-03-312026-04-07

KNSL KINSALE CAP GROUP INC15 shares-44.44%2026-03-312026-04-07

NRG NRG ENERGY INC35 shares-2.78%2026-03-312026-04-07

ARGX ARGENX SE7 shares-12.50%2026-03-312026-04-07

TLN TALEN ENERGY CORP16 shares-5.88%2026-03-312026-04-07

EA ELECTRONIC ARTS INC25 shares-3.85%2026-03-312026-04-07

ONB OLD NATL BANCORP IND228 shares-24.00%2026-03-312026-04-07

Sponsored

SMFG SUMITOMO MITSUI FIN GRP INC255 shares102.38%2026-03-312026-04-07

PGR PROGRESSIVE CORP25 shares78.57%2026-03-312026-04-07

HBAN HUNTINGTON BANCSHARES INC319 shares-42.31%2026-03-312026-04-07

TMO THERMO FISHER SCIENTIFIC INC10 shares-28.57%2026-03-312026-04-07

COIN COINBASE GLOBAL INC28 shares460.00%2026-03-312026-04-07

ENTG ENTEGRIS INC41 shares5.13%2026-03-312026-04-07

EXE EXPAND ENERGY CORPORATION44 shares29.41%2026-03-312026-04-07

DB DEUTSCHE BK AG161 shares-53.33%2026-03-312026-04-07

Sponsored

WING WINGSTOP INC31 shares-31.11%2026-03-312026-04-07

ERIC TELEFONAKTIEBOLAGET LM ERICS421 shares133.89%2026-03-312026-04-07

INSM INSMED INC29 shares-30.95%2026-03-312026-04-07

RGA REINSURANCE GROUP AMER INC23 shares0.00%2026-03-312026-04-07

A AGILENT TECHNOLOGIES INC40 shares-9.09%2026-03-312026-04-07

WEC ENERGY GROUP INC WEC ENERGY GROUP INC40 shares0.00%2026-03-312026-04-07

CTRA COTERRA ENERGY INC131 shares0.77%2026-03-312026-04-07

VODAFONE GROUP PLC VODAFONE GROUP PLC306 shares287.34%2026-03-312026-04-07

Sponsored

SLB SLB LIMITED89 shares169.70%2026-03-312026-04-07

PTC PTC INC32 sharesnew addition2026-03-312026-04-07

EVRG EVERGY INC55 shares66.67%2026-03-312026-04-07

NBIX NEUROCRINE BIOSCIENCES INC34 shares21.43%2026-03-312026-04-07

LH LABCORP HOLDINGS INC17 shares0.00%2026-03-312026-04-07

ADI ANALOG DEVICES INC14 sharesnew addition2026-03-312026-04-07

ALSN ALLISON TRANSMISSION HLDGS I38 shares0.00%2026-03-312026-04-07

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN209 shares16.11%2026-03-312026-04-07

Sponsored

ESGU ISHARES TR31 shares0.00%2026-03-312026-04-07

ENS ENERSYS25 shares108.33%2026-03-312026-04-07

BC BRUNSWICK CORP60 shares-20.00%2026-03-312026-04-07

PKG PACKAGING CORP AMER20 shares11.11%2026-03-312026-04-07

MEDTRONIC PLC MEDTRONIC PLC49 shares-57.39%2026-03-312026-04-07

TDY TELEDYNE TECHNOLOGIES INC7 shares0.00%2026-03-312026-04-07

GHC GRAHAM HLDGS CO4 shares100.00%2026-03-312026-04-07

SPG SIMON PPTY GROUP INC NEW23 shares35.29%2026-03-312026-04-07

Sponsored

LITE LUMENTUM HLDGS INC6 sharesnew addition2026-03-312026-04-07

LGND LIGAND PHARMACEUTICALS INC21 shares-63.16%2026-03-312026-04-07

EXC EXELON CORP85 shares23.19%2026-03-312026-04-07

BKR BAKER HUGHES COMPANY68 shares19.30%2026-03-312026-04-07

THC TENET HEALTHCARE CORP22 shares-4.35%2026-03-312026-04-07

MKSI MKS INC.18 shares-10.00%2026-03-312026-04-07

CMG CHIPOTLE MEXICAN GRILL INC128 shares0.00%2026-03-312026-04-07

EBAY EBAY INC.45 shares400.00%2026-03-312026-04-07

Sponsored

DASH DOORDASH INC27 shares170.00%2026-03-312026-04-07

APH AMPHENOL CORP32 shares39.13%2026-03-312026-04-07

RYAAY RYANAIR HOLDINGS PLC69 shares4.55%2026-03-312026-04-07

ED CONSOLIDATED EDISON INC35 shares75.00%2026-03-312026-04-07

SYY SYSCO CORP56 shares3.70%2026-03-312026-04-07

HLN HALEON PLC393 shares133.93%2026-03-312026-04-07

AGNC AGNC INVT CORP392 shares74.22%2026-03-312026-04-07

DVN DEVON ENERGY CORP NEW78 shares500.00%2026-03-312026-04-07

Sponsored

DAL DELTA AIR LINES INC59 shares227.78%2026-03-312026-04-07

FTAI AVIATION LTD FTAI AVIATION LTD16 shares77.78%2026-03-312026-04-07

APA CORPORATION APA CORPORATION92 shares4.55%2026-03-312026-04-07

TWLO TWILIO INC31 shares0.00%2026-03-312026-04-07

MLI MUELLER INDS INC35 shares25.00%2026-03-312026-04-07

BGC BGC GROUP INC396 shares-48.70%2026-03-312026-04-07

GATX GATX CORP23 shares4.55%2026-03-312026-04-07

MAS MASCO CORP64 shares1.59%2026-03-312026-04-07

Sponsored

LOGI LOGITECH INTL S A42 shares180.00%2026-03-312026-04-07

RGLD ROYAL GOLD INC15 shares7.14%2026-03-312026-04-07

BYD BOYD GAMING CORP46 shares12.20%2026-03-312026-04-07

CSGS CSG SYS INTL INC47 shares11.90%2026-03-312026-04-07

GWRE GUIDEWIRE SOFTWARE INC25 shares400.00%2026-03-312026-04-07

GNRC GENERAC HLDGS INC19 shares533.33%2026-03-312026-04-07

OMF ONEMAIN HLDGS INC69 shares-2.82%2026-03-312026-04-07

DRH DIAMONDROCK HOSPITALITY CO386 shares-1.03%2026-03-312026-04-07

Sponsored

RCL ROYAL CARIBBEAN GROUP13 shares30.00%2026-03-312026-04-07

MSGS MADISON SQUARE GRDN SPRT COR11 shares0.00%2026-03-312026-04-07

EWBC EAST WEST BANCORP INC33 shares-21.43%2026-03-312026-04-07

SNOW SNOWFLAKE INC23 shares187.50%2026-03-312026-04-07

PSX PHILLIPS 6619 sharesnew addition2026-03-312026-04-07

PLXS PLEXUS CORP17 shares30.77%2026-03-312026-04-07

ESQ ESQUIRE FINL HLDGS INC32 shares-27.27%2026-03-312026-04-07

SSD SIMPSON MFG INC20 shares17.65%2026-03-312026-04-07

Sponsored

ASTS AST SPACEMOBILE INC41 shares-2.38%2026-03-312026-04-07

OGE OGE ENERGY CORP70 shares311.76%2026-03-312026-04-07

VICI VICI PPTYS INC120 shares328.57%2026-03-312026-04-07

MRNA MODERNA INC64 shares45.45%2026-03-312026-04-07

ALB ALBEMARLE CORP18 shares-14.29%2026-03-312026-04-07

KNX KNIGHT-SWIFT TRANSN HLDGS IN56 shares0.00%2026-03-312026-04-07

SYF SYNCHRONY FINANCIAL47 shares-41.25%2026-03-312026-04-07

SLGN SILGAN HLDGS INC82 shares-48.43%2026-03-312026-04-07

Sponsored

SNPS SYNOPSYS INC8 shares300.00%2026-03-312026-04-07

SOFI SOFI TECHNOLOGIES INC199 shares-34.54%2026-03-312026-04-07

PSTG EVERPURE INC53 shares-15.87%2026-03-312026-04-07

EMN EASTMAN CHEM CO41 shares2.50%2026-03-312026-04-07

TFC TRUIST FINL CORP68 sharesnew addition2026-03-312026-04-07

MSTR STRATEGY INC25 sharesnew addition2026-03-312026-04-07

WSM WILLIAMS SONOMA INC17 shares88.89%2026-03-312026-04-07

KAR OPENLANE INC106 shares-60.00%2026-03-312026-04-07

Sponsored

CTRE CARETRUST REIT INC84 shares-25.66%2026-03-312026-04-07

VIRT VIRTU FINL INC70 shares100.00%2026-03-312026-04-07

OVV OVINTIV INC51 shares30.77%2026-03-312026-04-07

RVMD REVOLUTION MEDICINES INC31 sharesnew addition2026-03-312026-04-07

LYB LYONDELLBASELL INDUSTRIES NV37 sharesnew addition2026-03-312026-04-07

HOOD ROBINHOOD MKTS INC43 shares7.50%2026-03-312026-04-07

DKS DICKS SPORTING GOODS INC15 shares87.50%2026-03-312026-04-07

REZI RESIDEO TECHNOLOGIES INC88 shares8.64%2026-03-312026-04-07

Sponsored

F FORD MTR CO257 shares-19.69%2026-03-312026-04-07

RDDT REDDIT INC22 shares22.22%2026-03-312026-04-07

LDOS LEIDOS HOLDINGS INC19 shares5.56%2026-03-312026-04-07

HON HONEYWELL INTL INC13 sharesnew addition2026-03-312026-04-07

BRC BRADY CORP36 shares0.00%2026-03-312026-04-07

XHR XENIA HOTELS & RESORTS INC197 shares2.07%2026-03-312026-04-07

TT TRANE TECHNOLOGIES PLC7 shares40.00%2026-03-312026-04-07

DECK DECKERS OUTDOOR CORP29 shares45.00%2026-03-312026-04-07

Sponsored

KFY KORN FERRY46 shares283.33%2026-03-312026-04-07

SKYW SKYWEST INC31 shares-11.43%2026-03-312026-04-07

SUPN SUPERNUS PHARMACEUTICALS55 shares19.57%2026-03-312026-04-07

WMB WILLIAMS COS INC39 shares62.50%2026-03-312026-04-07

ILMN ILLUMINA INC23 shares4.55%2026-03-312026-04-07

VTRS VIATRIS INC210 shares2000.00%2026-03-312026-04-07

FFBC 1ST FINL BANCORP101 shares60.32%2026-03-312026-04-07

CNX CNX RES CORP73 shares17.74%2026-03-312026-04-07

Sponsored

BLD TOPBUILD COR8 shares-11.11%2026-03-312026-04-07

FTDR FRONTDOOR INC53 shares307.69%2026-03-312026-04-07

BR BROADRIDGE FINL SOLUTIONS IN17 shares-62.22%2026-03-312026-04-07

TGT TARGET CORP23 shares360.00%2026-03-312026-04-07

EXLS EXLSERVICE HLDGS INC91 shares54.24%2026-03-312026-04-07

BJ BJS WHSL CLUB HLDGS INC28 shares133.33%2026-03-312026-04-07

ROKU ROKU INC29 shares81.25%2026-03-312026-04-07

CACI CACI INTL INC5 shares25.00%2026-03-312026-04-07

Sponsored

VRTX VERTEX PHARMACEUTICALS INC6 sharesnew addition2026-03-312026-04-07

FELE FRANKLIN ELEC INC29 shares262.50%2026-03-312026-04-07

UNP UNION PAC CORP11 shares450.00%2026-03-312026-04-07

DAR DARLING INGREDIENTS INC43 shares19.44%2026-03-312026-04-07

XYZ BLOCK INC44 shares450.00%2026-03-312026-04-07

FNF FIDELITY NATL FINL INC57 shares-67.24%2026-03-312026-04-07

RIVN RIVIAN AUTOMOTIVE INC174 shares-4.92%2026-03-312026-04-07

SHOP SHOPIFY INC22 shares0.00%2026-03-312026-04-07

Sponsored

FN FABRINET5 shares0.00%2026-03-312026-04-07

MSI MOTOROLA SOLUTIONS INC6 sharesnew addition2026-03-312026-04-07

RGEN REPLIGEN CORP22 shares4.76%2026-03-312026-04-07

ACIW ACI WORLDWIDE INC63 shares-11.27%2026-03-312026-04-07

RITM RITHM CAPITAL CORP270 shares42.11%2026-03-312026-04-07

IVZ INVESCO LTD105 shares15.38%2026-03-312026-04-07

NXT NEXTPOWER INC21 shares320.00%2026-03-312026-04-07

TKR TIMKEN CO25 shares4.17%2026-03-312026-04-07

Sponsored

CROWN CASTLE INC CROWN CASTLE INC31 shares-50.00%2026-03-312026-04-07

ELS EQUITY LIFESTYLE PROPERTIES40 shares135.29%2026-03-312026-04-07

UNM UNUM GROUP34 shares47.83%2026-03-312026-04-07

FCX FREEPORT MCMORAN INC42 shares4100.00%2026-03-312026-04-07

VEEV VEEVA SYS INC14 shares-84.78%2026-03-312026-04-07

CCL CARNIVAL CORP95 shares111.11%2026-03-312026-04-07

TEVA TEVA PHARMACEUTICAL INDS LTD81 shares211.54%2026-03-312026-04-07

PCG PG&E CORP138 shares155.56%2026-03-312026-04-07

Sponsored

TOST TOAST INC91 shares8.33%2026-03-312026-04-07

YUMC YUM CHINA HLDGS INC49 shares0.00%2026-03-312026-04-07

SNN SMITH & NEPHEW PLC75 sharesnew addition2026-03-312026-04-07

EW EDWARDS LIFESCIENCES CORP29 shares190.00%2026-03-312026-04-07

AA ALCOA CORP35 shares0.00%2026-03-312026-04-07

GRMN GARMIN LTD10 sharesnew addition2026-03-312026-04-07

STWD STARWOOD PPTY TR INC134 shares-8.22%2026-03-312026-04-07

UAL UNITED AIRLS HLDGS INC25 shares0.00%2026-03-312026-04-07

Sponsored

DT DYNATRACE INC61 shares29.79%2026-03-312026-04-07

HAS HASBRO INC24 shares41.18%2026-03-312026-04-07

LSCC LATTICE SEMICONDUCTOR CORP24 shares0.00%2026-03-312026-04-07

ARISTA NETWORKS INC ARISTA NETWORKS INC18 sharesnew addition2026-03-312026-04-07

NICE NICE LTD20 shares1900.00%2026-03-312026-04-07

MPWR MONOLITHIC PWR SYS INC2 shares0.00%2026-03-312026-04-07

ABCB AMERIS BANCORP28 shares12.00%2026-03-312026-04-07

GWW WW GRAINGER INC2 shares100.00%2026-03-312026-04-07

Sponsored

DLR DIGITAL RLTY TR INC12 shares71.43%2026-03-312026-04-07

AN AUTONATION INC11 shares-8.33%2026-03-312026-04-07

WINA WINMARK CORP5 shares-61.54%2026-03-312026-04-07

ETR ENTERGY CORP NEW19 shares0.00%2026-03-312026-04-07

LOW LOWES COS INC9 sharesnew addition2026-03-312026-04-07

FI FISERV INC38 sharesnew addition2026-03-312026-04-07

OHI OMEGA HEALTHCARE INVS INC48 shares-7.69%2026-03-312026-04-07

ZD ZIFF DAVIS INC50 shares38.89%2026-03-312026-04-07

Sponsored

ALAB ASTERA LABS INC19 shares35.71%2026-03-312026-04-07

PYPL PAYPAL HLDGS INC46 sharesnew addition2026-03-312026-04-07

AIR AAR CORP19 shares0.00%2026-03-312026-04-07

PCAR PACCAR INC18 shares-50.00%2026-03-312026-04-07

KRYS KRYSTAL BIOTECH INC8 shares14.29%2026-03-312026-04-07

CBU COMMUNITY FINANCIAL SYSTEM I35 shares59.09%2026-03-312026-04-07

ACLS AXCELIS TECHNOLOGIES INC22 shares4.76%2026-03-312026-04-07

CMC COMMERCIAL METALS CO33 shares0.00%2026-03-312026-04-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC6 shares0.00%2026-03-312026-04-07

BPOP POPULAR INC15 shares66.67%2026-03-312026-04-07

TEX TEREX CORP NEW34 shares0.00%2026-03-312026-04-07

CSL CARLISLE COS INC6 shares0.00%2026-03-312026-04-07

VANGUARD INDEX FDS

0.17%

Shares41.4K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

19.51%

Shares24.1K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

-10.07%

Shares221.2K

Event2026-03-31

Filed2026-04-07

BNDX

VANGUARD CHARLOTTE FDS

5.18%

Shares134.8K

Event2026-03-31

Filed2026-04-07

DYNF

BLACKROCK ETF TRUST

2.83%

Shares105.6K

Event2026-03-31

Filed2026-04-07

BSV

VANGUARD BD INDEX FDS

8.39%

Shares76.5K

Event2026-03-31

Filed2026-04-07

VWO

VANGUARD INTL EQUITY INDEX F

-10.23%

Shares108.4K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES TR

10.74%

Shares47.0K

Event2026-03-31

Filed2026-04-07

IVE

ISHARES TR

-3.38%

Shares24.6K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

3.64%

Shares72.9K

Event2026-03-31

Filed2026-04-07

EFV

ISHARES TR

1.42%

Shares63.5K

Event2026-03-31

Filed2026-04-07

VXF

VANGUARD INDEX FDS

-7.98%

Shares16.0K

Event2026-03-31

Filed2026-04-07

EFG

ISHARES TR

245.50%

Shares29.3K

Event2026-03-31

Filed2026-04-07

IUSB

ISHARES TR

11.82%

Shares68.5K

Event2026-03-31

Filed2026-04-07

BIV

VANGUARD BD INDEX FDS

11.65%

Shares35.4K

Event2026-03-31

Filed2026-04-07

VMBS

VANGUARD SCOTTSDALE FDS

2.96%

Shares55.8K

Event2026-03-31

Filed2026-04-07

BLV

VANGUARD BD INDEX FDS

5.21%

Shares36.2K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

-0.68%

Shares24.4K

Event2026-03-31

Filed2026-04-07

QUAL

ISHARES TR

-4.66%

Shares12.6K

Event2026-03-31

Filed2026-04-07

THRO

BLACKROCK ETF TRUST

-13.54%

Shares59.0K

Event2026-03-31

Filed2026-04-07

BAI

BLACKROCK ETF TRUST

15.49%

Shares59.7K

Event2026-03-31

Filed2026-04-07

MTUM

ISHARES TR

5.34%

Shares6.4K

Event2026-03-31

Filed2026-04-07

MUB

ISHARES TR

-15.01%

Shares14.0K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

-0.61%

Shares16.3K

Event2026-03-31

Filed2026-04-07

TLH

ISHARES TR

-14.94%

Shares13.1K

Event2026-03-31

Filed2026-04-07

BLCR

BLACKROCK ETF TRUST

New

Shares32.0K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES TR

-0.36%

Shares17.8K

Event2026-03-31

Filed2026-04-07

IDEF

BLACKROCK ETF TRUST

New

Shares36.2K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

1.41%

Shares2.4K

Event2026-03-31

Filed2026-04-07

LMUB

ISHARES TR

New

Shares18.9K

Event2026-03-31

Filed2026-04-07

MBB

ISHARES TR

14.42%

Shares9.7K

Event2026-03-31

Filed2026-04-07

GOVT

ISHARES TR

989.47%

Shares40.0K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-5.69%

Shares2.5K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

6.07%

Shares2.8K

Event2026-03-31

Filed2026-04-07

IYW

ISHARES TR

-15.83%

Shares4.8K

Event2026-03-31

Filed2026-04-07

IWB

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-07

IAGG

ISHARES TR

12.69%

Shares14.6K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

6.63%

Shares9.7K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

-1.02%

Shares4.1K

Event2026-03-31

Filed2026-04-07

OEF

ISHARES TR

-80.70%

Shares2.2K

Event2026-03-31

Filed2026-04-07

ITA

ISHARES TR

-47.63%

Shares3.0K

Event2026-03-31

Filed2026-04-07

TFI

SPDR SERIES TRUST

95.63%

Shares14.1K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

7.43%

Shares2.5K

Event2026-03-31

Filed2026-04-07

VXUS

VANGUARD STAR FDS

-5.74%

Shares7.3K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

31.19%

Shares2.5K

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TR

-52.78%

Shares6.0K

Event2026-03-31

Filed2026-04-07

BINC

BLACKROCK ETF TRUST II

-11.33%

Shares10.1K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-07

IWM

ISHARES TR

-0.53%

Shares1.1K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

2915.00%

Shares603

Event2026-03-31

Filed2026-04-07

USMV

ISHARES TR

10.59%

Shares2.4K

Event2026-03-31

Filed2026-04-07

HEFA

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC

-9.04%

Shares463

Event2026-03-31

Filed2026-04-07

ALPHABET INC

28.08%

Shares488

Event2026-03-31

Filed2026-04-07

ALPHABET INC

45.66%

Shares453

Event2026-03-31

Filed2026-04-07

BROADCOM INC

-24.91%

Shares419

Event2026-03-31

Filed2026-04-07

AMAT

APPLIED MATLS INC

9.25%

Shares378

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP

-13.57%

Shares414

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

0.38%

Shares525

Event2026-03-31

Filed2026-04-07

FIS

FIDELITY NATL INFORMATION SV

-39.47%

Shares2.5K

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

-6.42%

Shares1.5K

Event2026-03-31

Filed2026-04-07