Sponsored
The Analysis of RETIREMITTEN FINANCIAL LLC's Holdings & P&L
Currently, RETIREMITTEN FINANCIAL LLC holds 184 types of securities in its portfolio with a total value $206.8M. In the most recent quarter, they have increased their positions in SPYM (+554.5K shares, valued at $42.4M), SPAB (+1.1M shares, valued at $29.3M), VYM (+191.2K shares, valued at $28.3M); initiated new positions in SPYM (+554.5K shares, valued at $42.4M), SPAB (+1.1M shares, valued at $29.3M), VYM (+191.2K shares, valued at $28.3M).
1M P&L
-201.2K-0.09%
3M P&L
+3.0M+1.34%
HY P&L
+2.9M+1.32%
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/A203.1M
98.7%
2Farm & Heavy Construction Machinery587.2K
0.3%
3Specialty Industrial Machinery327.7K
0.2%
Top Industries by Stock Count
1N/A108 stocks
70.1%
2Software - Infrastructure4 stocks
2.6%
3Auto Manufacturers3 stocks
1.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NATIONAL HEALTHCARE PROP ERTIES, INC NATIONAL HEALTHCARE PROP ERTIES, INC1.1K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
JEFFERIES FINL GR VAR 30 DUE 080630 JEFFERIES FINL GR VAR 30 DUE 08063028.0K sharesnew addition2026-03-312026-05-14
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I BLACKSTONE REAL ESTATE INCOME TRUST CLASS I1.9K sharesnew addition2026-03-312026-05-14
Invesco FTSE RAFI US 1500 Small-Mid ETF Invesco FTSE RAFI US 1500 Small-Mid ETF460 sharesnew addition2026-03-312026-05-14
Sponsored
Invesco FTSE RAFI Dev Mkts ex US ETF Invesco FTSE RAFI Dev Mkts ex US ETF269 sharesnew addition2026-03-312026-05-14
Griffin Institutional Access Real Estt M Griffin Institutional Access Real Estt M780 sharesnew addition2026-03-312026-05-14
Sponsored
Invesco FTSE RAFI US 1000 ETF Invesco FTSE RAFI US 1000 ETF325 sharesnew addition2026-03-312026-05-14
Invesco FTSE RAFI Emerging Markets ETF Invesco FTSE RAFI Emerging Markets ETF456 sharesnew addition2026-03-312026-05-14
Sponsored
Pacific Gas Electric Co Note Mw Clbl Pacific Gas Electric Co Note Mw Clbl12.0K sharesnew addition2026-03-312026-05-14
Sponsored
FNMA PL CA3872 35 49 DUE 070149 FNMA PL CA3872 35 49 DUE 070149100.0K sharesnew addition2026-03-312026-05-14
Sponsored
FNMA PL CA2374 4 48 DUE 090148 FNMA PL CA2374 4 48 DUE 090148104.0K sharesnew addition2026-03-312026-05-14
Kbs Real Estat Invt Tr III Inc Com Nsa Kbs Real Estat Invt Tr III Inc Com Nsa2.5K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
FNMA PL BK0677 3 50 DUE 020150 FNMA PL BK0677 3 50 DUE 02015026.0K sharesnew addition2026-03-312026-05-14
JPMorgan BetaBuilders Europe ETF JPMorgan BetaBuilders Europe ETF53 sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
First Trust Combined Build Ame Rica Bonds Port Ser 3 First Trust Combined Build Ame Rica Bonds Port Ser 36 sharesnew addition2026-03-312026-05-14
FNMA PL FM3664 4 49 DUE 030149 FNMA PL FM3664 4 49 DUE 0301496.0K sharesnew addition2026-03-312026-05-14
Sponsored
FNMA PL AV1823 35 28 DUE 120128 FNMA PL AV1823 35 28 DUE 12012811.0K sharesnew addition2026-03-312026-05-14
Sponsored
Sponsored
SPYM
NewSPDR Portfolio S&P 500 ETF
Shares554.5K
Event2026-03-31
Filed2026-05-14
SPAB
NewSPDR Portfolio Aggregate Bond ETF
Shares1.1M
Event2026-03-31
Filed2026-05-14
VYM
NewVanguard High Dividend Yield ETF
Shares191.2K
Event2026-03-31
Filed2026-05-14
SPYG
NewSPDR Portfolio S&P 500 Growth ETF
Shares279.8K
Event2026-03-31
Filed2026-05-14
SPHY
NewSPDR Portfolio High Yield Bond ETF
Shares582.0K
Event2026-03-31
Filed2026-05-14
SPDW
NewSPDR Portfolio Developed Wld exUS ETF
Shares292.2K
Event2026-03-31
Filed2026-05-14
ILTB
NewiShares Core 10 Year USD Bond ETF
Shares253.5K
Event2026-03-31
Filed2026-05-14
SPMD
NewSPDR Portfolio SP 400 Mid Cap ETF
Shares136.6K
Event2026-03-31
Filed2026-05-14
BSV
NewVanguard ShortTerm Bond ETF
Shares94.1K
Event2026-03-31
Filed2026-05-14
SPSM
NewSPDR Portfolio SP 600 Sm Cap ETF
Shares85.2K
Event2026-03-31
Filed2026-05-14
USRT
NewiShares Core US REIT ETF
Shares67.3K
Event2026-03-31
Filed2026-05-14
SPEM
NewSPDR Portfolio Emerging Markets ETF
Shares63.0K
Event2026-03-31
Filed2026-05-14
ITOT
NewiShares Core S&P Total US Stock Mkt ETF
Shares6.1K
Event2026-03-31
Filed2026-05-14
VUG
NewVanguard Growth ETF
Shares1.8K
Event2026-03-31
Filed2026-05-14
SPY
NewSPDR S&P 500 ETF Trust
Shares1.1K
Event2026-03-31
Filed2026-05-14
CAT
NewCaterpillar Inc
Shares829
Event2026-03-31
Filed2026-05-14
IVV
NewiShares Core SP 500 ETF
Shares889
Event2026-03-31
Filed2026-05-14
SCHX
NewSchwab US Large Cap ETF
Shares22.0K
Event2026-03-31
Filed2026-05-14
VO
NewVanguard Mid-Cap ETF
Shares1.5K
Event2026-03-31
Filed2026-05-14
VTI
NewVanguard Total Stock Market ETF
Shares1.1K
Event2026-03-31
Filed2026-05-14
AGG
NewiShares Core US Aggregate Bond ETF
Shares3.5K
Event2026-03-31
Filed2026-05-14
VCIT
NewVanguard Interm-Term Corp Bd ETF
Shares4.1K
Event2026-03-31
Filed2026-05-14
CMI
NewCummins Inc
Shares609
Event2026-03-31
Filed2026-05-14
Berkshire Hathaway Class B
NewBerkshire Hathaway Class B
Shares605
Event2026-03-31
Filed2026-05-14
XEL
NewXcel Energy Inc
Shares3.6K
Event2026-03-31
Filed2026-05-14
Invesco QQQ Trust
NewInvesco QQQ Trust
Shares481
Event2026-03-31
Filed2026-05-14
SCHF
NewSchwab International Equity ETF
Shares10.3K
Event2026-03-31
Filed2026-05-14
AMZN
NewAmazoncom Inc
Shares1.1K
Event2026-03-31
Filed2026-05-14
MEAR
NewiShares Short Maturity Municipal Bd ETF
Shares4.8K
Event2026-03-31
Filed2026-05-14
IWF
NewiShares Russell 1000 Growth ETF
Shares559
Event2026-03-31
Filed2026-05-14
VEA
NewVanguard FTSE Developed Markets ETF
Shares3.7K
Event2026-03-31
Filed2026-05-14
NVDA
NewNVIDIA Corp
Shares1.3K
Event2026-03-31
Filed2026-05-14
AAPL
NewApple Inc
Shares887
Event2026-03-31
Filed2026-05-14
IWD
NewiShares Russell 1000 Value ETF
Shares979
Event2026-03-31
Filed2026-05-14
JPM
NewJP Morgan Chase
Shares652
Event2026-03-31
Filed2026-05-14
MSFT
NewMicrosoft Corporation
Shares503
Event2026-03-31
Filed2026-05-14
EWC
NewiShares MSCI Canada ETF
Shares2.9K
Event2026-03-31
Filed2026-05-14
VV
NewVanguard Large-Cap ETF
Shares506
Event2026-03-31
Filed2026-05-14
SCHD
NewSchwab US Dividend Equity ETF
Shares4.9K
Event2026-03-31
Filed2026-05-14
VB
NewVanguard Small-Cap ETF
Shares541
Event2026-03-31
Filed2026-05-14
IEFA
NewiShares Core MSCI EAFE ETF
Shares1.5K
Event2026-03-31
Filed2026-05-14
DVY
NewiShares Select Dividend ETF
Shares880
Event2026-03-31
Filed2026-05-14
IEMG
NewiShares Core MSCI Emerging Markets ETF
Shares1.8K
Event2026-03-31
Filed2026-05-14
EFA
NewiShares MSCI EAFE ETF
Shares1.2K
Event2026-03-31
Filed2026-05-14
VNQ
NewVanguard Real Estate ETF
Shares1.3K
Event2026-03-31
Filed2026-05-14
SCHB
NewSchwab US Broad Market ETF
Shares4.4K
Event2026-03-31
Filed2026-05-14
META
NewMeta Platforms Inc
Shares185
Event2026-03-31
Filed2026-05-14
IWB
NewiShares Russell 1000 ETF
Shares292
Event2026-03-31
Filed2026-05-14
IVW
NewiShares S&P 500 Growth ETF
Shares914
Event2026-03-31
Filed2026-05-14
VIGI
NewVanguard Intl Div Apprec ETF
Shares1.1K
Event2026-03-31
Filed2026-05-14
GLD
NewSPDR Gold Shares
Shares223
Event2026-03-31
Filed2026-05-14
FNDF
NewSchwab Fundamental Intl Lg Co ETF
Shares1.8K
Event2026-03-31
Filed2026-05-14
SCHG
NewSchwab US LargeCap Growth ETF
Shares3.0K
Event2026-03-31
Filed2026-05-14
DIA
NewSPDR Dow Jones Industrial Avrg ETF Tr
Shares184
Event2026-03-31
Filed2026-05-14
VGT
NewVanguard Information Technology ETF
Shares115
Event2026-03-31
Filed2026-05-14
VTV
NewVanguard Value ETF
Shares404
Event2026-03-31
Filed2026-05-14
IXUS
NewiShares Core MSCI Total Intl Stk ETF
Shares898
Event2026-03-31
Filed2026-05-14
V
NewVisa Inc
Shares251
Event2026-03-31
Filed2026-05-14
VBR
NewVanguard Small-Cap Value ETF
Shares339
Event2026-03-31
Filed2026-05-14
ACLC
NewAMERICAN CENTURY LRG CAP EQY ETF
Shares882
Event2026-03-31
Filed2026-05-14
EAD
NewWells Fargo Inc Opp
Shares10.0K
Event2026-03-31
Filed2026-05-14
MMT
NewMFS MultiMarket Income
Shares13.6K
Event2026-03-31
Filed2026-05-14
Alphabet Inc
NewAlphabet Inc
Shares213
Event2026-03-31
Filed2026-05-14
IXC
NewiShares Global Energy ETF
Shares936
Event2026-03-31
Filed2026-05-14
IAE
NewVoya Asia Pacific High Dividend Eq Inc
Shares7.2K
Event2026-03-31
Filed2026-05-14
DNP
NewDNP Select Income
Shares5.0K
Event2026-03-31
Filed2026-05-14
PFF
NewiShares Preferred&Income Securities ETF
Shares1.7K
Event2026-03-31
Filed2026-05-14
HYT
NewBlackRock Corp High Yield
Shares6.0K
Event2026-03-31
Filed2026-05-14
CSB
NewVictoryShares US SmCp Hi Div Vol Wtd ETF
Shares795
Event2026-03-31
Filed2026-05-14
VFH
NewVanguard Financials ETF
Shares397
Event2026-03-31
Filed2026-05-14
XLC
NewCommunication Services Sel Sect SPDR ETF
Shares426
Event2026-03-31
Filed2026-05-14
MBB
NewiShares MBS ETF
Shares497
Event2026-03-31
Filed2026-05-14
XLK
NewTechnology Select Sector SPDR ETF
Shares346
Event2026-03-31
Filed2026-05-14
SPIB
NewSPDR Portfolio Interm Term Corp Bd ETF
Shares1.3K
Event2026-03-31
Filed2026-05-14
Broadcom Inc
NewBroadcom Inc
Shares133
Event2026-03-31
Filed2026-05-14
Marvell Technology Group Ltd
NewMarvell Technology Group Ltd
Shares407
Event2026-03-31
Filed2026-05-14
TSLA
NewTesla Motors Inc
Shares105
Event2026-03-31
Filed2026-05-14
VTC
NewVanguard Total Corporate Bond ETF
Shares500
Event2026-03-31
Filed2026-05-14
IBIT
NewiShares Bitcoin Trust ETF
Shares944
Event2026-03-31
Filed2026-05-14
NATIONAL HEALTHCARE PROP ERTIES, INC
NewNATIONAL HEALTHCARE PROP ERTIES, INC
Shares1.1K
Event2026-03-31
Filed2026-05-14
VIG
NewVanguard Dividend Appreciation ETF
Shares167
Event2026-03-31
Filed2026-05-14
FNDX
NewSchwab Fundamental US Large Company ETF
Shares1.3K
Event2026-03-31
Filed2026-05-14
IVE
NewiShares S&P 500 Value ETF
Shares161
Event2026-03-31
Filed2026-05-14
XLF
NewFinancial Select Sector SPDR ETF
Shares688
Event2026-03-31
Filed2026-05-14
SHOP
NewSHOPIFY INC COM NPV CL A
Shares250
Event2026-03-31
Filed2026-05-14
GS
NewThe Goldman Sachs Group Inc
Shares35
Event2026-03-31
Filed2026-05-14
BLV
NewVanguard LongTerm Bond ETF
Shares413
Event2026-03-31
Filed2026-05-14
ASML
NewAsml Holding Nv ADR
Shares21
Event2026-03-31
Filed2026-05-14
JEFFERIES FINL GR VAR 30 DUE 080630
NewJEFFERIES FINL GR VAR 30 DUE 080630
Shares28.0K
Event2026-03-31
Filed2026-05-14
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
NewBLACKSTONE REAL ESTATE INCOME TRUST CLASS I
Shares1.9K
Event2026-03-31
Filed2026-05-14
FNDE
NewSchwab Fundamental Emerg Mkts Lg Co ETF
Shares686
Event2026-03-31
Filed2026-05-14
BSCR
NewInvesco BulletShares 2027 Corp Bd ETF
Shares1.3K
Event2026-03-31
Filed2026-05-14
SCHZ
NewSchwab US Aggregate Bond ETF
Shares1.0K
Event2026-03-31
Filed2026-05-14
VCSH
NewVanguard Short Term Corporate Bond ETF
Shares301
Event2026-03-31
Filed2026-05-14
T
NewATT Inc
Shares800
Event2026-03-31
Filed2026-05-14
Invesco FTSE RAFI US 1500 Small-Mid ETF
NewInvesco FTSE RAFI US 1500 Small-Mid ETF
Shares460
Event2026-03-31
Filed2026-05-14
XLI
NewIndustrial Select Sector SPDR ETF
Shares126
Event2026-03-31
Filed2026-05-14
PG
NewProcter & Gamble Co
Shares134
Event2026-03-31
Filed2026-05-14
Invesco FTSE RAFI Dev Mkts ex US ETF
NewInvesco FTSE RAFI Dev Mkts ex US ETF
Shares269
Event2026-03-31
Filed2026-05-14
VWO
NewVanguard FTSE Emerging Markets ETF
Shares339
Event2026-03-31
Filed2026-05-14
Griffin Institutional Access Real Estt M
NewGriffin Institutional Access Real Estt M
Shares780
Event2026-03-31
Filed2026-05-14
Alphabet Inc
NewAlphabet Inc
Shares58
Event2026-03-31
Filed2026-05-14
FNDA
NewSchwab Fundamental US Small Company ETF
Shares494
Event2026-03-31
Filed2026-05-14
CELH
NewCELSIUS HOLDINGS INC NEW
Shares450
Event2026-03-31
Filed2026-05-14
Invesco FTSE RAFI US 1000 ETF
NewInvesco FTSE RAFI US 1000 ETF
Shares325
Event2026-03-31
Filed2026-05-14
CVX
NewChevron Corporation
Shares66
Event2026-03-31
Filed2026-05-14
SCHE
NewSchwab Emerging Markets Equity ETF
Shares409
Event2026-03-31
Filed2026-05-14
SCHA
NewSchwab US Small-Cap ETF
Shares456
Event2026-03-31
Filed2026-05-14
VWOB
NewVanguard Emerging Mkts Govt Bd ETF
Shares200
Event2026-03-31
Filed2026-05-14
XLE
NewEnergy Select Sector SPDR ETF
Shares212
Event2026-03-31
Filed2026-05-14
PDN
NewInvesco FTSE RAFI Dev Mkts ex-US S/M ETF
Shares296
Event2026-03-31
Filed2026-05-14
Invesco FTSE RAFI Emerging Markets ETF
NewInvesco FTSE RAFI Emerging Markets ETF
Shares456
Event2026-03-31
Filed2026-05-14
Vanguard SP 500 ETF
NewVanguard SP 500 ETF
Shares20
Event2026-03-31
Filed2026-05-14
BNDX
NewVanguard Total International Bond ETF
Shares247
Event2026-03-31
Filed2026-05-14
Pacific Gas Electric Co Note Mw Clbl
NewPacific Gas Electric Co Note Mw Clbl
Shares12.0K
Event2026-03-31
Filed2026-05-14
RACE
NewFerrari N V F
Shares33
Event2026-03-31
Filed2026-05-14
VSS
NewVanguard FTSE AllWld exUS SmCp ETF
Shares74
Event2026-03-31
Filed2026-05-14
CGW
NewInvesco SP Global Water ETF
Shares166
Event2026-03-31
Filed2026-05-14
BlackRock Inc
NewBlackRock Inc
Shares11
Event2026-03-31
Filed2026-05-14
NFLX
NewNetflix Inc
Shares110
Event2026-03-31
Filed2026-05-14
DFAC
NewDimensional US Core Equity 2 ETF
Shares264
Event2026-03-31
Filed2026-05-14
FNMA PL CA3872 35 49 DUE 070149
NewFNMA PL CA3872 35 49 DUE 070149
Shares100.0K
Event2026-03-31
Filed2026-05-14
SBR
NewSABINE ROYALTY TRUST UBI
Shares125
Event2026-03-31
Filed2026-05-14
SAFRAN SA
NewSAFRAN SA
Shares112
Event2026-03-31
Filed2026-05-14
MS
NewMorgan Stanley
Shares55
Event2026-03-31
Filed2026-05-14
VOE
NewVanguard Mid-Cap Value ETF
Shares46
Event2026-03-31
Filed2026-05-14
JNJ
NewJohnson & Johnson
Shares33
Event2026-03-31
Filed2026-05-14
IJR
NewiShares Core S&P Small-Cap ETF
Shares62
Event2026-03-31
Filed2026-05-14
SPHQ
NewInvesco SP 500 Quality ETF
Shares102
Event2026-03-31
Filed2026-05-14
DFAX
NewDimensional World ex US Core Eq 2 ETF
Shares216
Event2026-03-31
Filed2026-05-14
GILD
NewGilead Sciences Inc
Shares52
Event2026-03-31
Filed2026-05-14
FNMA PL CA2374 4 48 DUE 090148
NewFNMA PL CA2374 4 48 DUE 090148
Shares104.0K
Event2026-03-31
Filed2026-05-14
BMO
NewBank Of Montreal
Shares50
Event2026-03-31
Filed2026-05-14
Kbs Real Estat Invt Tr III Inc Com Nsa
NewKbs Real Estat Invt Tr III Inc Com Nsa
Shares2.5K
Event2026-03-31
Filed2026-05-14
ALUULA COMPOSITES INC F
NewALUULA COMPOSITES INC F
Shares3.2K
Event2026-03-31
Filed2026-05-14
TFLO
NewiShares Treasury Floating Rate Bond ETF
Shares128
Event2026-03-31
Filed2026-05-14
ICLN
NewiShares Global Clean Energy ETF
Shares331
Event2026-03-31
Filed2026-05-14
USMV
NewiShares MSCI USA Min Vol Factor ETF
Shares62
Event2026-03-31
Filed2026-05-14
MMC
NewMARSH COMMON STOCK
Shares32
Event2026-03-31
Filed2026-05-14
VOT
NewVanguard Mid Cap Growth ETF
Shares21
Event2026-03-31
Filed2026-05-14
MOAT
NewVanEck Morningstar Wide Moat ETF
Shares55
Event2026-03-31
Filed2026-05-14
BND
NewVanguard Total Bond Market ETF
Shares68
Event2026-03-31
Filed2026-05-14
PBW
NewInvesco WilderHill Clean Energy ETF
Shares153
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
NewARISTA NETWORKS INC
Shares36
Event2026-03-31
Filed2026-05-14
TGT
NewTarget Corp
Shares36
Event2026-03-31
Filed2026-05-14
IJH
NewiShares Core S&P Mid-Cap ETF
Shares64
Event2026-03-31
Filed2026-05-14
FNMA PL BK0677 3 50 DUE 020150
NewFNMA PL BK0677 3 50 DUE 020150
Shares26.0K
Event2026-03-31
Filed2026-05-14
Booking Holdings Inc
NewBooking Holdings Inc
Shares1
Event2026-03-31
Filed2026-05-14
JPMorgan BetaBuilders Europe ETF
NewJPMorgan BetaBuilders Europe ETF
Shares53
Event2026-03-31
Filed2026-05-14
VBK
NewVanguard SmallCap Growth ETF
Shares11
Event2026-03-31
Filed2026-05-14
WM
NewWaste Management Inc
Shares14
Event2026-03-31
Filed2026-05-14
BAC
NewBank of America Corp
Shares62
Event2026-03-31
Filed2026-05-14
MA
NewMasterCard Cl A
Shares6
Event2026-03-31
Filed2026-05-14
BKR
NewUntitled Dataset 2017-07-06 21:49:16
Shares41
Event2026-03-31
Filed2026-05-14
VDE
NewVanguard Energy ETF
Shares14
Event2026-03-31
Filed2026-05-14
BBJP
NewJPMorgan BetaBuilders Japan ETF
Shares33
Event2026-03-31
Filed2026-05-14
PANW
NewPalo Alto Networks
Shares12
Event2026-03-31
Filed2026-05-14
BIL
NewSPDR Blmbg Barclays 1-3 Mth T-Bill ETF
Shares16
Event2026-03-31
Filed2026-05-14
SDY
NewSPDR S&P Dividend ETF
Shares10
Event2026-03-31
Filed2026-05-14
ICSH
NewiShares Ultra ShortTerm Bond ETF
Shares28
Event2026-03-31
Filed2026-05-14
XOM
NewExxon Mobil Corp
Shares8
Event2026-03-31
Filed2026-05-14
SNPS
NewSynopsys Inc
Shares3
Event2026-03-31
Filed2026-05-14
VIOV
NewVanguard SP Small Cap 600 Value ETF
Shares10
Event2026-03-31
Filed2026-05-14
First Trust Combined Build Ame Rica Bonds Port Ser 3
NewFirst Trust Combined Build Ame Rica Bonds Port Ser 3
Shares6
Event2026-03-31
Filed2026-05-14
LOGI
NewLogitech International SA
Shares10
Event2026-03-31
Filed2026-05-14
FNMA PL FM3664 4 49 DUE 030149
NewFNMA PL FM3664 4 49 DUE 030149
Shares6.0K
Event2026-03-31
Filed2026-05-14
SLYG
NewSPDR SP 600 Small Cap Growth ETF
Shares7
Event2026-03-31
Filed2026-05-14
UNH
NewUnitedHealth Group Inc
Shares2
Event2026-03-31
Filed2026-05-14
SCHQ
NewSchwab Long-Term US Treasury ETF
Shares17
Event2026-03-31
Filed2026-05-14
GOVT
NewiShares US Treasury Bond ETF
Shares23
Event2026-03-31
Filed2026-05-14
FNMA PL AV1823 35 28 DUE 120128
NewFNMA PL AV1823 35 28 DUE 120128
Shares11.0K
Event2026-03-31
Filed2026-05-14
Highlands REIT Inc Nsa
NewHighlands REIT Inc Nsa
Shares1.6K
Event2026-03-31
Filed2026-05-14
ADBE
NewAdobe Systems Incorporated
Shares2
Event2026-03-31
Filed2026-05-14
SLYV
NewSPDR S&P 600 Small Cap Value ETF
Shares5
Event2026-03-31
Filed2026-05-14
ISRG
NewIntuitive Surgical Inc
Shares1
Event2026-03-31
Filed2026-05-14
CRM
NewSalesforcecom Inc
Shares2
Event2026-03-31
Filed2026-05-14
FDX
NewFedEx Corp
Shares1
Event2026-03-31
Filed2026-05-14
SBUX
NewStarbucks Corp
Shares3
Event2026-03-31
Filed2026-05-14
TWLO
NewTwilio
Shares2
Event2026-03-31
Filed2026-05-14
BMY
NewBristol Myers Squibb Co
Shares4
Event2026-03-31
Filed2026-05-14
GM
NewGeneral Motors Co
Shares3
Event2026-03-31
Filed2026-05-14
UPS
NewUnited Parcel Service Inc
Shares1
Event2026-03-31
Filed2026-05-14
DOW
NewDow Inc
Shares2
Event2026-03-31
Filed2026-05-14
DFAR
NewDimensional US Real Estate ETF
SharesN/A
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available