Sponsored

The Analysis of RHS Financial, LLC's Holdings & P&L

Currently, RHS Financial, LLC holds 146 types of securities in its portfolio with a total value $211.1M. In the most recent quarter, they have increased their positions in VGLT (+37.2K shares, valued at $2.1M), FNDF (+26.2K shares, valued at $1.3M), EFAV (+12.1K shares, valued at $1.1M); decreased their positions in FNDE (-57.7K shares, valued at $2.2M), MBB (-6.1K shares, valued at $581.5K), DBMF (-18.9K shares, valued at $570.9K); initiated new positions in EDV (+13.9K shares, valued at $904.0K), USIG (+8.4K shares, valued at $430.3K), ADBE (+1.6K shares, valued at $388.2K).

1M P&L

+5.8M+2.73%

3M P&L

+2.1M+0.95%

HY P&L

+18.3M+9.16%

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/A180.4M

87.9%

2Consumer Electronics4.0M

1.9%

3Semiconductors2.0M

1.0%

Top Industries by Stock Count

1N/A89 stocks

64.0%

2Telecom Services4 stocks

2.9%

3Discount Stores3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR189.0K shares16.07%2026-03-312026-04-28

FNDX SCHWAB STRATEGIC TR327.9K shares4.49%2026-03-312026-04-28

VTI VANGUARD INDEX FDS27.3K shares8.11%2026-03-312026-04-28

IVLU ISHARES TR193.8K shares3.04%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS112.9K shares-1.99%2026-03-312026-04-28

FNDE SCHWAB STRATEGIC TR185.3K shares-23.74%2026-03-312026-04-28

VGLT VANGUARD SCOTTSDALE FDS122.9K shares43.36%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR270.8K shares-7.11%2026-03-312026-04-28

Sponsored

EMGF ISHARES INC103.8K shares-1.97%2026-03-312026-04-28

MTUM ISHARES TR24.3K shares-8.57%2026-03-312026-04-28

RING ISHARES INC72.0K shares-3.39%2026-03-312026-04-28

BOXX EA SERIES TRUST46.8K shares13.47%2026-03-312026-04-28

INTF ISHARES TR133.0K shares9.69%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR194.7K shares-2.67%2026-03-312026-04-28

LRGF ISHARES TR70.7K shares5.34%2026-03-312026-04-28

USMV ISHARES TR45.9K shares4.73%2026-03-312026-04-28

Sponsored

AAPL APPLE INC15.7K shares-3.33%2026-03-312026-04-28

UCIB UBS AG LONDON BRANCH115.4K shares-1.40%2026-03-312026-04-28

IMTM ISHARES TR78.6K shares6.36%2026-03-312026-04-28

JPEM J P MORGAN EXCHANGE TRADED F51.3K shares-14.10%2026-03-312026-04-28

EFAV ISHARES TR33.7K shares55.88%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS49.0K shares8.75%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR107.5K shares0.57%2026-03-312026-04-28

NTSX WISDOMTREE TR50.3K shares-3.93%2026-03-312026-04-28

Sponsored

ICSH ISHARES TR49.9K shares-11.75%2026-03-312026-04-28

EMLC VANECK ETF TRUST88.1K shares-11.31%2026-03-312026-04-28

IGSB ISHARES TR40.7K shares-10.77%2026-03-312026-04-28

IDEV ISHARES TR25.1K shares3.81%2026-03-312026-04-28

ESGU ISHARES TR13.4K shares-0.47%2026-03-312026-04-28

NVDA NVIDIA CORPORATION10.3K shares3.57%2026-03-312026-04-28

LEMB ISHARES INC41.7K shares42.45%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS11.2K shares20.83%2026-03-312026-04-28

Sponsored

SCHX SCHWAB STRATEGIC TR64.3K shares-22.58%2026-03-312026-04-28

WIA WESTERN ASSET INFLT LNK INC201.1K shares6.60%2026-03-312026-04-28

RSST TIDAL TRUST II55.9K shares-13.69%2026-03-312026-04-28

SPYV SPDR SERIES TRUST26.0K shares49.82%2026-03-312026-04-28

BCD ABRDN ETFS39.9K shares20.87%2026-03-312026-04-28

VLUE ISHARES TR9.9K shares26.02%2026-03-312026-04-28

JPUS J P MORGAN EXCHANGE TRADED F10.5K shares-3.04%2026-03-312026-04-28

MBB ISHARES TR14.2K shares-30.14%2026-03-312026-04-28

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD77.1K shares-2.58%2026-03-312026-04-28

EEMV ISHARES INC19.7K shares-22.05%2026-03-312026-04-28

ESGD ISHARES TR13.3K shares-10.39%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR41.0K shares-1.07%2026-03-312026-04-28

ITOT ISHARES TR8.6K shares-17.14%2026-03-312026-04-28

MSFT MICROSOFT CORP3.2K shares-3.37%2026-03-312026-04-28

ALPHABET INC ALPHABET INC4.0K shares-5.41%2026-03-312026-04-28

EA SERIES TRUST EA SERIES TRUST10.7K shares8.32%2026-03-312026-04-28

Sponsored

USRT ISHARES TR17.7K shares143.38%2026-03-312026-04-28

AMZN AMAZON COM INC4.8K shares-8.03%2026-03-312026-04-28

VFMF VANGUARD WELLINGTON FD6.3K shares11.61%2026-03-312026-04-28

DBMF LITMAN GREGORY FDS TR31.5K shares-37.58%2026-03-312026-04-28

EDV VANGUARD WORLD FD13.9K sharesnew addition2026-03-312026-04-28

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET29.3K shares54.00%2026-03-312026-04-28

ISCF ISHARES TR20.5K shares-18.46%2026-03-312026-04-28

HCA HCA HEALTHCARE INC1.7K shares11.68%2026-03-312026-04-28

Sponsored

SGOV ISHARES TR7.9K shares-26.59%2026-03-312026-04-28

SPMO INVESCO EXCH TRADED FD TR II7.0K shares116.46%2026-03-312026-04-28

VUG VANGUARD INDEX FDS1.7K shares-20.74%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO12.4K shares-5.20%2026-03-312026-04-28

IAGG ISHARES TR14.5K shares60.99%2026-03-312026-04-28

SMLF ISHARES TR9.0K shares22.55%2026-03-312026-04-28

JPIN J P MORGAN EXCHANGE TRADED F9.4K shares-0.14%2026-03-312026-04-28

QUAL ISHARES TR3.4K shares-15.82%2026-03-312026-04-28

Sponsored

VBR VANGUARD INDEX FDS2.9K shares-5.00%2026-03-312026-04-28

GILD GILEAD SCIENCES INC4.5K shares-0.36%2026-03-312026-04-28

BHK BLACKROCK CORE BD TR62.1K shares308.51%2026-03-312026-04-28

IGLB ISHARES TR11.4K shares96.36%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR961 shares155.59%2026-03-312026-04-28

WMT WALMART INC4.4K shares46.51%2026-03-312026-04-28

EXEL EXELIXIS INC12.8K shares1.22%2026-03-312026-04-28

EBAY EBAY INC.5.9K shares-4.14%2026-03-312026-04-28

Sponsored

MGC VANGUARD WORLD FD2.3K shares53.64%2026-03-312026-04-28

STIP ISHARES TR5.1K shares61.33%2026-03-312026-04-28

TLH ISHARES TR5.1K shares-37.29%2026-03-312026-04-28

IDCC INTERDIGITAL INC1.7K shares-15.70%2026-03-312026-04-28

FHI FEDERATED HERMES INC8.7K shares-0.95%2026-03-312026-04-28

HIPS GRANITESHARES ETF TR42.0K shares73.02%2026-03-312026-04-28

EOG EOG RES INC3.3K shares-2.55%2026-03-312026-04-28

FNDC SCHWAB STRATEGIC TR10.4K shares15.00%2026-03-312026-04-28

Sponsored

TIGO MILLICOM INTL CELLULAR S A6.3K shares-28.55%2026-03-312026-04-28

KR KROGER CO6.4K shares7.68%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC995 shares1.74%2026-03-312026-04-28

SAM BOSTON BEER INC2.0K shares0.00%2026-03-312026-04-28

IEMG ISHARES INC6.3K shares-9.13%2026-03-312026-04-28

USIG ISHARES TR8.4K sharesnew addition2026-03-312026-04-28

SHEL SHELL PLC4.5K shares13.00%2026-03-312026-04-28

INGR INGREDION INC3.7K shares-1.28%2026-03-312026-04-28

Sponsored

UGI UGI CORP NEW11.4K shares-3.43%2026-03-312026-04-28

T AT&T INC14.2K shares0.04%2026-03-312026-04-28

ACI ALBERTSONS COS INC23.3K shares0.95%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL824 shares12.26%2026-03-312026-04-28

DFSE DIMENSIONAL ETF TRUST9.3K shares-8.21%2026-03-312026-04-28

GM GENERAL MTRS CO5.3K shares92.36%2026-03-312026-04-28

CMF ISHARES TR6.9K shares1.55%2026-03-312026-04-28

ADBE ADOBE INC1.6K sharesnew addition2026-03-312026-04-28

Sponsored

DLTR DOLLAR TREE INC3.4K shares15.49%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR12.7K shares-4.53%2026-03-312026-04-28

PPC PILGRIMS PRIDE CORP9.7K shares4.86%2026-03-312026-04-28

BWA BORGWARNER INC6.7K shares-24.30%2026-03-312026-04-28

META META PLATFORMS INC636 shares31.13%2026-03-312026-04-28

IEFA ISHARES TR4.0K shares-11.55%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2026-03-312026-04-28

ESGE ISHARES INC7.8K shares-7.85%2026-03-312026-04-28

Sponsored

VMI VALMONT INDS INC880 shares-10.84%2026-03-312026-04-28

NAC NUVEEN CA DIVI ADV MUN29.2K shares-8.62%2026-03-312026-04-28

IVV ISHARES TR518 shares0.39%2026-03-312026-04-28

DYNF BLACKROCK ETF TRUST5.7K sharesnew addition2026-03-312026-04-28

R RYDER SYS INC1.6K shares-2.22%2026-03-312026-04-28

CF CF INDUSTRIES HOLD2.5K sharesnew addition2026-03-312026-04-28

HPE HEWLETT PACKARD ENTERPRISE C13.2K shares0.00%2026-03-312026-04-28

RAFE PIMCO EQUITY SER7.5K shares5.49%2026-03-312026-04-28

Sponsored

CMCSA COMCAST CORP NEW10.6K sharesnew addition2026-03-312026-04-28

DFAU DIMENSIONAL ETF TRUST6.7K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.0K shares-7.21%2026-03-312026-04-28

EFV ISHARES TR3.8K shares-20.98%2026-03-312026-04-28

DBX DROPBOX INC12.5K shares-0.94%2026-03-312026-04-28

GIII G III APPAREL GROUP LTD10.2K shares-14.62%2026-03-312026-04-28

EA ELECTRONIC ARTS INC1.4K shares32.89%2026-03-312026-04-28

VTV VANGUARD INDEX FDS1.4K shares2.88%2026-03-312026-04-28

Sponsored

RL RALPH LAUREN CORP804 shares-9.36%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F5.1K shares-30.68%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION273 sharesnew addition2026-03-312026-04-28

KLAC KLA CORP178 shares-21.59%2026-03-312026-04-28

UHS UNIVERSAL HLTH SVCS INC1.5K shares4.01%2026-03-312026-04-28

YELP YELP INC10.4K shares1.74%2026-03-312026-04-28

PFFD GLOBAL X FDS13.8K shares-34.08%2026-03-312026-04-28

GBIL GOLDMAN SACHS ETF TR2.5K shares-30.93%2026-03-312026-04-28

Sponsored

EXPE EXPEDIA GROUP INC1.1K shares5.83%2026-03-312026-04-28

MNA NEW YORK LIFE INVESTMENTS ET6.9K shares8.75%2026-03-312026-04-28

FTI TECHNIPFMC PLC3.6K sharesnew addition2026-03-312026-04-28

NULV NUSHARES ETF TR5.3K shares-0.77%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST6.9K shares0.00%2026-03-312026-04-28

HFGM TIDAL TRUST I7.3K sharesnew addition2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR7.0K shares2.17%2026-03-312026-04-28

CRUS CIRRUS LOGIC INC1.5K sharesnew addition2026-03-312026-04-28

Sponsored

FNDA SCHWAB STRATEGIC TR6.7K shares-4.22%2026-03-312026-04-28

PHYS SPROTT ASSET MANAGEMENT LP6.0K shares-3.99%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC49 sharesnew addition2026-03-312026-04-28

ALKS ALKERMES PLC5.8K sharesnew addition2026-03-312026-04-28

JAZZ JAZZ PHARMACEUTICALS PLC1.1K sharesnew addition2026-03-312026-04-28

DFSI DIMENSIONAL ETF TRUST4.7K shares-19.52%2026-03-312026-04-28

DXC DXC TECHNOLOGY CO13.3K shares-5.95%2026-03-312026-04-28

ERIC TELEFONAKTIEBOLAGET LM ERICS14.4K shares20.65%2026-03-312026-04-28

Sponsored

TYA SIMPLIFY EXCHANGE TRADED FUN11.8K sharesnew addition2026-03-312026-04-28

TKC TURKCELL ILETISIM17.9K shares-6.57%2026-03-312026-04-28

FNDF

SCHWAB STRATEGIC TR

16.07%

Shares189.0K

Event2026-03-31

Filed2026-04-28

FNDX

SCHWAB STRATEGIC TR

4.49%

Shares327.9K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

8.11%

Shares27.3K

Event2026-03-31

Filed2026-04-28

IVLU

ISHARES TR

3.04%

Shares193.8K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-1.99%

Shares112.9K

Event2026-03-31

Filed2026-04-28

FNDE

SCHWAB STRATEGIC TR

-23.74%

Shares185.3K

Event2026-03-31

Filed2026-04-28

VGLT

VANGUARD SCOTTSDALE FDS

43.36%

Shares122.9K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-7.11%

Shares270.8K

Event2026-03-31

Filed2026-04-28

EMGF

ISHARES INC

-1.97%

Shares103.8K

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES TR

-8.57%

Shares24.3K

Event2026-03-31

Filed2026-04-28

RING

ISHARES INC

-3.39%

Shares72.0K

Event2026-03-31

Filed2026-04-28

BOXX

EA SERIES TRUST

13.47%

Shares46.8K

Event2026-03-31

Filed2026-04-28

INTF

ISHARES TR

9.69%

Shares133.0K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

-2.67%

Shares194.7K

Event2026-03-31

Filed2026-04-28

LRGF

ISHARES TR

5.34%

Shares70.7K

Event2026-03-31

Filed2026-04-28

USMV

ISHARES TR

4.73%

Shares45.9K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-3.33%

Shares15.7K

Event2026-03-31

Filed2026-04-28

UCIB

UBS AG LONDON BRANCH

-1.40%

Shares115.4K

Event2026-03-31

Filed2026-04-28

IMTM

ISHARES TR

6.36%

Shares78.6K

Event2026-03-31

Filed2026-04-28

JPEM

J P MORGAN EXCHANGE TRADED F

-14.10%

Shares51.3K

Event2026-03-31

Filed2026-04-28

EFAV

ISHARES TR

55.88%

Shares33.7K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

8.75%

Shares49.0K

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

0.57%

Shares107.5K

Event2026-03-31

Filed2026-04-28

NTSX

WISDOMTREE TR

-3.93%

Shares50.3K

Event2026-03-31

Filed2026-04-28

ICSH

ISHARES TR

-11.75%

Shares49.9K

Event2026-03-31

Filed2026-04-28

EMLC

VANECK ETF TRUST

-11.31%

Shares88.1K

Event2026-03-31

Filed2026-04-28

IGSB

ISHARES TR

-10.77%

Shares40.7K

Event2026-03-31

Filed2026-04-28

IDEV

ISHARES TR

3.81%

Shares25.1K

Event2026-03-31

Filed2026-04-28

ESGU

ISHARES TR

-0.47%

Shares13.4K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

3.57%

Shares10.3K

Event2026-03-31

Filed2026-04-28

LEMB

ISHARES INC

42.45%

Shares41.7K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

20.83%

Shares11.2K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

-22.58%

Shares64.3K

Event2026-03-31

Filed2026-04-28

WIA

WESTERN ASSET INFLT LNK INC

6.60%

Shares201.1K

Event2026-03-31

Filed2026-04-28

RSST

TIDAL TRUST II

-13.69%

Shares55.9K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

49.82%

Shares26.0K

Event2026-03-31

Filed2026-04-28

BCD

ABRDN ETFS

20.87%

Shares39.9K

Event2026-03-31

Filed2026-04-28

VLUE

ISHARES TR

26.02%

Shares9.9K

Event2026-03-31

Filed2026-04-28

JPUS

J P MORGAN EXCHANGE TRADED F

-3.04%

Shares10.5K

Event2026-03-31

Filed2026-04-28

MBB

ISHARES TR

-30.14%

Shares14.2K

Event2026-03-31

Filed2026-04-28

BLUEROCK PVT REAL ESTATE FD

-2.58%

Shares77.1K

Event2026-03-31

Filed2026-04-28

EEMV

ISHARES INC

-22.05%

Shares19.7K

Event2026-03-31

Filed2026-04-28

ESGD

ISHARES TR

-10.39%

Shares13.3K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-1.07%

Shares41.0K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

-17.14%

Shares8.6K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-3.37%

Shares3.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-5.41%

Shares4.0K

Event2026-03-31

Filed2026-04-28

EA SERIES TRUST

8.32%

Shares10.7K

Event2026-03-31

Filed2026-04-28

USRT

ISHARES TR

143.38%

Shares17.7K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-8.03%

Shares4.8K

Event2026-03-31

Filed2026-04-28

VFMF

VANGUARD WELLINGTON FD

11.61%

Shares6.3K

Event2026-03-31

Filed2026-04-28

DBMF

LITMAN GREGORY FDS TR

-37.58%

Shares31.5K

Event2026-03-31

Filed2026-04-28

EDV

VANGUARD WORLD FD

New

Shares13.9K

Event2026-03-31

Filed2026-04-28

GRAYSCALE BITCOIN MINI TR ET

54.00%

Shares29.3K

Event2026-03-31

Filed2026-04-28

ISCF

ISHARES TR

-18.46%

Shares20.5K

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

11.68%

Shares1.7K

Event2026-03-31

Filed2026-04-28

SGOV

ISHARES TR

-26.59%

Shares7.9K

Event2026-03-31

Filed2026-04-28

SPMO

INVESCO EXCH TRADED FD TR II

116.46%

Shares7.0K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-20.74%

Shares1.7K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

-5.20%

Shares12.4K

Event2026-03-31

Filed2026-04-28

IAGG

ISHARES TR

60.99%

Shares14.5K

Event2026-03-31

Filed2026-04-28

SMLF

ISHARES TR

22.55%

Shares9.0K

Event2026-03-31

Filed2026-04-28

JPIN

J P MORGAN EXCHANGE TRADED F

-0.14%

Shares9.4K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

-15.82%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-5.00%

Shares2.9K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-0.36%

Shares4.5K

Event2026-03-31

Filed2026-04-28

BHK

BLACKROCK CORE BD TR

308.51%

Shares62.1K

Event2026-03-31

Filed2026-04-28

IGLB

ISHARES TR

96.36%

Shares11.4K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

155.59%

Shares961

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

46.51%

Shares4.4K

Event2026-03-31

Filed2026-04-28

EXEL

EXELIXIS INC

1.22%

Shares12.8K

Event2026-03-31

Filed2026-04-28

EBAY

EBAY INC.

-4.14%

Shares5.9K

Event2026-03-31

Filed2026-04-28

MGC

VANGUARD WORLD FD

53.64%

Shares2.3K

Event2026-03-31

Filed2026-04-28

STIP

ISHARES TR

61.33%

Shares5.1K

Event2026-03-31

Filed2026-04-28

TLH

ISHARES TR

-37.29%

Shares5.1K

Event2026-03-31

Filed2026-04-28

IDCC

INTERDIGITAL INC

-15.70%

Shares1.7K

Event2026-03-31

Filed2026-04-28

FHI

FEDERATED HERMES INC

-0.95%

Shares8.7K

Event2026-03-31

Filed2026-04-28

HIPS

GRANITESHARES ETF TR

73.02%

Shares42.0K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC

-2.55%

Shares3.3K

Event2026-03-31

Filed2026-04-28

FNDC

SCHWAB STRATEGIC TR

15.00%

Shares10.4K

Event2026-03-31

Filed2026-04-28

TIGO

MILLICOM INTL CELLULAR S A

-28.55%

Shares6.3K

Event2026-03-31

Filed2026-04-28

KROGER CO

7.68%

Shares6.4K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

1.74%

Shares995

Event2026-03-31

Filed2026-04-28

SAM

BOSTON BEER INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

-9.13%

Shares6.3K

Event2026-03-31

Filed2026-04-28

USIG

ISHARES TR

New

Shares8.4K

Event2026-03-31

Filed2026-04-28

SHEL

SHELL PLC

13.00%

Shares4.5K

Event2026-03-31

Filed2026-04-28

INGR

INGREDION INC

-1.28%

Shares3.7K

Event2026-03-31

Filed2026-04-28

UGI

UGI CORP NEW

-3.43%

Shares11.4K

Event2026-03-31

Filed2026-04-28

AT&T INC

0.04%

Shares14.2K

Event2026-03-31

Filed2026-04-28

ACI

ALBERTSONS COS INC

0.95%

Shares23.3K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

12.26%

Shares824

Event2026-03-31

Filed2026-04-28

DFSE

DIMENSIONAL ETF TRUST

-8.21%

Shares9.3K

Event2026-03-31

Filed2026-04-28

GENERAL MTRS CO

92.36%

Shares5.3K

Event2026-03-31

Filed2026-04-28

CMF

ISHARES TR

1.55%

Shares6.9K

Event2026-03-31

Filed2026-04-28

ADBE

ADOBE INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-28

DLTR

DOLLAR TREE INC

15.49%

Shares3.4K

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB STRATEGIC TR

-4.53%

Shares12.7K

Event2026-03-31

Filed2026-04-28

PPC

PILGRIMS PRIDE CORP

4.86%

Shares9.7K

Event2026-03-31

Filed2026-04-28

BWA

BORGWARNER INC

-24.30%

Shares6.7K

Event2026-03-31

Filed2026-04-28