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The Analysis of Rialto Wealth Management, LLC's Holdings & P&L

Currently, Rialto Wealth Management, LLC holds 1730 types of securities in its portfolio with a total value $445.3M. In the most recent quarter, they have increased their positions in AVDV (+53.4K shares, valued at $5.3M), VTI (+8.9K shares, valued at $2.9M), AN (+9.9K shares, valued at $1.9M); decreased their positions in SCHC (-38.6K shares, valued at $1.8M), DISV (-29.4K shares, valued at $1.2M), SPIB (-27.9K shares, valued at $935.0K); initiated new positions in EIS (+676 shares, valued at $78.4K), FI (+776 shares, valued at $43.3K), VGLT (+667 shares, valued at $36.9K).

1M P&L

+8.4M+2.08%

3M P&L

-15.8M-3.66%

HY P&L

+10.5M+2.61%

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/A344.1M

89.0%

2Software - Infrastructure5.6M

1.4%

3Semiconductors5.4M

1.4%

Top Industries by Stock Count

1N/A264 stocks

16.6%

2Banks - Regional78 stocks

4.9%

3Biotechnology51 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST426.8K shares4.25%2026-03-312026-05-14

IEFA ISHARES TR254.7K shares7.89%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS286.4K shares6.62%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS37.5K shares0.51%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS424.8K shares9.53%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS329.1K shares9.89%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS270.8K shares-1.86%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR168.8K shares46.25%2026-03-312026-05-14

Sponsored

VBIL VANGUARD INSTL INDEX FD191.9K shares5.58%2026-03-312026-05-14

IVV ISHARES TR15.9K shares5.05%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS31.8K shares-1.28%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR67.6K shares30.96%2026-03-312026-05-14

AVMV AMERICAN CENTY ETF TR98.7K shares35.15%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR267.4K shares-0.61%2026-03-312026-05-14

USRT ISHARES TR108.3K shares9.90%2026-03-312026-05-14

VB VANGUARD INDEX FDS23.4K shares-2.60%2026-03-312026-05-14

Sponsored

DFIC DIMENSIONAL ETF TRUST171.1K shares-0.55%2026-03-312026-05-14

VTI VANGUARD INDEX FDS18.0K shares98.32%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR123.0K shares-23.88%2026-03-312026-05-14

VO VANGUARD INDEX FDS18.0K shares-11.91%2026-03-312026-05-14

SPHY SPDR SERIES TRUST218.4K shares37.01%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T7.8K shares0.06%2026-03-312026-05-14

AAPL APPLE INC18.1K shares0.68%2026-03-312026-05-14

NVDA NVIDIA CORPORATION26.3K shares14.11%2026-03-312026-05-14

Sponsored

VCIT VANGUARD SCOTTSDALE FDS55.1K shares-2.18%2026-03-312026-05-14

MSFT MICROSOFT CORP11.1K shares3.21%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS40.4K shares0.10%2026-03-312026-05-14

VBR VANGUARD INDEX FDS16.7K shares-4.77%2026-03-312026-05-14

VGMS VANGUARD MALVERN FDS68.5K shares31.94%2026-03-312026-05-14

AN AUTONATION INC16.5K shares148.86%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR124.7K shares139.02%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR120.5K shares-0.22%2026-03-312026-05-14

Sponsored

DISV DIMENSIONAL ETF TRUST74.2K shares-28.36%2026-03-312026-05-14

VSDM VANGUARD MUN BD FDS36.6K shares21.19%2026-03-312026-05-14

IEMG ISHARES INC40.0K shares-1.85%2026-03-312026-05-14

IJR ISHARES TR22.4K shares0.00%2026-03-312026-05-14

EFA ISHARES TR28.5K shares-0.61%2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST78.4K shares25.03%2026-03-312026-05-14

MUNY VANGUARD NY TAX FREE FDS25.6K shares258.95%2026-03-312026-05-14

IBHH ISHARES TR106.9K shares108.28%2026-03-312026-05-14

Sponsored

VNQ VANGUARD INDEX FDS27.3K shares-7.88%2026-03-312026-05-14

SHYM BLACKROCK ETF TRUST II109.7K shares216.78%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST60.7K shares17.02%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR29.2K shares8.88%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR90.7K shares-2.49%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F41.6K shares-7.13%2026-03-312026-05-14

IWV ISHARES TR5.9K shares-0.07%2026-03-312026-05-14

IJH ISHARES TR32.1K shares0.00%2026-03-312026-05-14

Sponsored

VTWO VANGUARD SCOTTSDALE FDS21.6K shares-6.40%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR23.4K shares17.13%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST40.4K shares0.01%2026-03-312026-05-14

SCZ ISHARES TR24.2K shares-26.03%2026-03-312026-05-14

SPYG SPDR SERIES TRUST18.5K shares-1.12%2026-03-312026-05-14

IVE ISHARES TR7.9K shares-0.54%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS32.3K shares1.39%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR48.3K shares0.53%2026-03-312026-05-14

Sponsored

DFAU DIMENSIONAL ETF TRUST32.9K shares134.72%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN9.2K shares0.87%2026-03-312026-05-14

RTX RTX CORPORATION7.1K shares-0.56%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR51.0K shares-14.42%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.0K shares2.25%2026-03-312026-05-14

IWM ISHARES TR4.7K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC3.3K shares-0.57%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II21.2K shares19.28%2026-03-312026-05-14

Sponsored

SYK STRYKER CORPORATION3.3K shares0.43%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS14.4K shares9.72%2026-03-312026-05-14

HIW HIGHWOODS PPTYS INC47.4K shares0.00%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST15.9K shares151.43%2026-03-312026-05-14

SHYL DBX ETF TR22.1K shares-8.30%2026-03-312026-05-14

HYG ISHARES TR12.0K shares0.02%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR30.3K shares-11.55%2026-03-312026-05-14

EFV ISHARES TR12.5K shares0.00%2026-03-312026-05-14

Sponsored

MDYV SPDR SERIES TRUST10.8K shares8.76%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.00%2026-03-312026-05-14

FALN ISHARES TR30.1K shares-33.85%2026-03-312026-05-14

SHOP SHOPIFY INC6.5K shares0.00%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST19.9K shares27.83%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.6K shares17.22%2026-03-312026-05-14

META META PLATFORMS INC1.3K shares5.14%2026-03-312026-05-14

MUB ISHARES TR7.0K shares21.09%2026-03-312026-05-14

Sponsored

RXO RXO INC49.5K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.0K shares3.00%2026-03-312026-05-14

MESOBLAST LTD MESOBLAST LTD46.5K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS1.6K shares-2.16%2026-03-312026-05-14

IBHG ISHARES TR31.3K shares-43.17%2026-03-312026-05-14

IWN ISHARES TR3.6K shares-0.25%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares53.82%2026-03-312026-05-14

IWD ISHARES TR3.1K shares0.00%2026-03-312026-05-14

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST7.0K shares-20.90%2026-03-312026-05-14

JBI JANUS INTERNATIONAL GROUP IN129.6K shares0.00%2026-03-312026-05-14

AVTR AVANTOR INC84.5K shares0.07%2026-03-312026-05-14

GEV GE VERNOVA INC744 shares43.35%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC1.8K shares-10.24%2026-03-312026-05-14

SPIB SPDR SERIES TRUST19.1K shares-59.29%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.2K shares0.91%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR4.7K shares101.42%2026-03-312026-05-14

Sponsored

SCHA SCHWAB STRATEGIC TR20.9K shares-1.56%2026-03-312026-05-14

SLQD ISHARES TR11.5K shares-0.66%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE2.0K shares-7.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION9.9K shares0.37%2026-03-312026-05-14

IGSB ISHARES TR10.4K shares-2.85%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.7K shares2.56%2026-03-312026-05-14

SLYV SPDR SERIES TRUST5.6K shares2.61%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST15.1K shares0.00%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC1.4K shares30.73%2026-03-312026-05-14

AMZN AMAZON COM INC2.1K shares19.12%2026-03-312026-05-14

LNG CHENIERE ENERGY INC1.5K shares1.19%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F8.5K shares-0.11%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS5.5K shares11.73%2026-03-312026-05-14

PFF ISHARES TR13.8K shares0.00%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR19.2K shares1.92%2026-03-312026-05-14

IWF ISHARES TR950 shares0.00%2026-03-312026-05-14

Sponsored

VV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

MBB ISHARES TR4.1K shares115.35%2026-03-312026-05-14

PEP PEPSICO INC2.4K shares-0.49%2026-03-312026-05-14

XOM EXXON MOBIL CORP2.2K shares7.46%2026-03-312026-05-14

VXUS VANGUARD STAR FDS4.8K shares0.00%2026-03-312026-05-14

IYW ISHARES TR2.0K shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares8.06%2026-03-312026-05-14

VTWV VANGUARD SCOTTSDALE FDS2.1K shares-1.21%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO1.2K shares3.67%2026-03-312026-05-14

IWO ISHARES TR1.1K shares-2.37%2026-03-312026-05-14

BIL SPDR SERIES TRUST3.6K shares-30.34%2026-03-312026-05-14

WMB WILLIAMS COS INC4.4K shares0.89%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares-1.30%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.1K shares36.11%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-03-312026-05-14

V VISA INC1.0K shares9.87%2026-03-312026-05-14

Sponsored

ITOT ISHARES TR2.1K shares4.04%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP3.9K shares0.23%2026-03-312026-05-14

IVOG VANGUARD ADMIRAL FDS INC2.3K shares-2.77%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP2.3K shares3.41%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR9.0K shares0.11%2026-03-312026-05-14

DIS DISNEY WALT CO2.8K shares-11.68%2026-03-312026-05-14

IWB ISHARES TR727 shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC1.2K shares5.50%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC781 shares2.09%2026-03-312026-05-14

SUB ISHARES TR2.3K shares0.00%2026-03-312026-05-14

AB ACTIVE ETFS INC AB ACTIVE ETFS INC9.9K shares0.00%2026-03-312026-05-14

VPU VANGUARD WORLD FD1.2K shares-0.49%2026-03-312026-05-14

DFSV DIMENSIONAL ETF TRUST6.8K shares-6.35%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR5.1K shares7.24%2026-03-312026-05-14

PG PROCTER & GAMBLE CO1.6K shares2.85%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F1.6K shares-0.06%2026-03-312026-05-14

Sponsored

VGSH VANGUARD SCOTTSDALE FDS3.9K shares0.80%2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD11.5K shares-5.54%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC665 shares3.58%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD1.8K shares-10.45%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.5K shares115.77%2026-03-312026-05-14

MCD MCDONALDS CORP706 shares4.13%2026-03-312026-05-14

TER TERADYNE INC740 shares0.41%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.1K shares0.94%2026-03-312026-05-14

Sponsored

AFL AFLAC INC2.0K shares-6.51%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS4.7K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO234 shares-15.52%2026-03-312026-05-14

AMAT APPLIED MATLS INC627 shares13.79%2026-03-312026-05-14

VOE VANGUARD INDEX FDS1.1K shares-62.84%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION209 shares4.50%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-03-312026-05-14

XME SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-05-14

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2026-03-312026-05-14

CORP PIMCO ETF TR1.9K shares-26.62%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC213 shares69.05%2026-03-312026-05-14

BILZ PIMCO ETF TR1.8K shares-0.23%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD8.6K shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC911 shares2.02%2026-03-312026-05-14

SPSB SPDR SERIES TRUST5.5K shares0.00%2026-03-312026-05-14

DVY ISHARES TR1.1K shares0.00%2026-03-312026-05-14

Sponsored

VTIP VANGUARD MALVERN FDS3.2K shares23.81%2026-03-312026-05-14

NFLX NETFLIX INC.1.7K shares6.77%2026-03-312026-05-14

VIOV VANGUARD ADMIRAL FDS INC1.5K shares-0.13%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC550 shares8.06%2026-03-312026-05-14

ARM ARM HOLDINGS PLC1.0K shares0.00%2026-03-312026-05-14

HYS PIMCO ETF TR1.6K shares0.82%2026-03-312026-05-14

GILD GILEAD SCIENCES INC1.1K shares2.49%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-03-312026-05-14

Sponsored

DFUS DIMENSIONAL ETF TRUST2.1K shares101.74%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST2.1K shares128.00%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST4.3K shares0.30%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC2.8K shares1.04%2026-03-312026-05-14

PSX PHILLIPS 66772 shares1.58%2026-03-312026-05-14

UNP UNION PAC CORP568 shares2.34%2026-03-312026-05-14

LOW LOWES COS INC579 shares3.58%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC335 shares0.00%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION658 shares5.28%2026-03-312026-05-14

QCOM QUALCOMM INC1.0K shares-0.86%2026-03-312026-05-14

IWS ISHARES TR913 shares-18.12%2026-03-312026-05-14

MA MASTERCARD INCORPORATED266 shares68.35%2026-03-312026-05-14

GMF SPDR INDEX SHS FDS942 shares0.00%2026-03-312026-05-14

FV FIRST TR EXCHANGE TRADED FD2.1K shares0.00%2026-03-312026-05-14

IWY ISHARES TR500 shares0.00%2026-03-312026-05-14

WMT WALMART INC994 shares-2.26%2026-03-312026-05-14

Sponsored

BNDX VANGUARD CHARLOTTE FDS2.6K shares22.10%2026-03-312026-05-14

MO ALTRIA GROUP INC1.8K shares19.38%2026-03-312026-05-14

IUSB ISHARES TR2.6K shares2.63%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS2.5K shares0.00%2026-03-312026-05-14

HUBBELL INC HUBBELL INC241 shares1.69%2026-03-312026-05-14

DTM DT MIDSTREAM INC870 shares3854.55%2026-03-312026-05-14

CLH CLEAN HARBORS INC406 shares0.50%2026-03-312026-05-14

SII SPROTT INC800 shares0.00%2026-03-312026-05-14

Sponsored

FNCL FIDELITY COVINGTON TRUST1.6K shares-16.55%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR2.2K shares-24.77%2026-03-312026-05-14

ABT ABBOTT LABORATORIES1.1K shares-0.56%2026-03-312026-05-14

JHMD JOHN HANCOCK EXCHANGE TRADED2.6K shares0.00%2026-03-312026-05-14

IVOV VANGUARD ADMIRAL FDS INC1.1K shares-0.09%2026-03-312026-05-14

SPYM SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-14

CSWC CAPITAL SOUTHWEST CORP4.8K shares0.00%2026-03-312026-05-14

AGG ISHARES TR1.1K shares-70.90%2026-03-312026-05-14

Sponsored

SPYD SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F1.9K shares0.00%2026-03-312026-05-14

ESGV VANGUARD WORLD FD923 shares0.00%2026-03-312026-05-14

KO COCA COLA CO1.4K shares5.52%2026-03-312026-05-14

BROADCOM INC BROADCOM INC333 shares32.14%2026-03-312026-05-14

PAYX PAYCHEX INC1.1K shares3.43%2026-03-312026-05-14

EEM ISHARES TR1.8K shares0.00%2026-03-312026-05-14

VTEC VANGUARD CALIF TAX FREE FDS1.0K shares0.00%2026-03-312026-05-14

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.4K shares0.00%2026-03-312026-05-14

AMT AMERICAN TOWER CORP572 shares1.60%2026-03-312026-05-14

BKH BLACK HILLS CORP1.4K shares70650.00%2026-03-312026-05-14

VGT VANGUARD WORLD FD137 shares0.00%2026-03-312026-05-14

SPMD SPDR SERIES TRUST1.6K shares-61.95%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I318 shares2.91%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST1.7K shares0.81%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP148 shares2.07%2026-03-312026-05-14

Sponsored

IJK ISHARES TR880 shares0.00%2026-03-312026-05-14

HSY HERSHEY CO425 shares1.19%2026-03-312026-05-14

TJX TJX COS INC NEW551 shares43.86%2026-03-312026-05-14

GWX SPDR INDEX SHS FDS2.0K shares0.00%2026-03-312026-05-14

T AT&T INC3.0K shares5.72%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR966 shares0.00%2026-03-312026-05-14

SHYG ISHARES TR2.0K shares0.00%2026-03-312026-05-14

TIP ISHARES TR764 shares0.00%2026-03-312026-05-14

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GSAT GLOBALSTAR INC1.2K shares0.24%2026-03-312026-05-14

TLN TALEN ENERGY CORP258 shares2766.67%2026-03-312026-05-14

CSCO CISCO SYS INC1.0K shares3.05%2026-03-312026-05-14

FLRN SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-05-14

COOPER COS INC COOPER COS INC1.1K shares34.01%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP1.2K shares9.42%2026-03-312026-05-14

JHMM JOHN HANCOCK EXCHANGE TRADED1.2K shares0.00%2026-03-312026-05-14

EIS ISHARES INC676 sharesnew addition2026-03-312026-05-14

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TSLA TESLA INC211 shares-26.22%2026-03-312026-05-14

EWX SPDR INDEX SHS FDS1.2K shares0.00%2026-03-312026-05-14

INDA ISHARES TR1.7K shares0.00%2026-03-312026-05-14

NBTB NBT BANCORP INC1.8K shares0.00%2026-03-312026-05-14

IGIB ISHARES TR1.4K shares0.00%2026-03-312026-05-14

VFH VANGUARD WORLD FD619 shares0.00%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR2.8K shares0.00%2026-03-312026-05-14

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC1.0K shares0.49%2026-03-312026-05-14

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COPY RBB FUND TRUST5.3K shares29.66%2026-03-312026-05-14

MPC MARATHON PETE CORP298 shares29.57%2026-03-312026-05-14

AVGV AMERICAN CENTY ETF TR938 shares29.20%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR2.3K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP481 shares1.69%2026-03-312026-05-14

KEY KEYCORP3.5K shares1.17%2026-03-312026-05-14

ACWI ISHARES TR500 shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC395 shares110.11%2026-03-312026-05-14

Sponsored

DUHP DIMENSIONAL ETF TRUST1.8K shares-11.27%2026-03-312026-05-14

GLW CORNING INC473 shares6.53%2026-03-312026-05-14

EQT CORP EQT CORP1.0K shares45.39%2026-03-312026-05-14

IYR ISHARES TR673 shares0.00%2026-03-312026-05-14

AGX ARGAN INC116 shares2220.00%2026-03-312026-05-14

XAIX DBX ETF TR1.6K shares0.00%2026-03-312026-05-14

PKG PACKAGING CORP AMER291 shares1.75%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC228 shares26.67%2026-03-312026-05-14

Sponsored

RQI COHEN & STEERS QUALITY INCOM5.1K shares0.00%2026-03-312026-05-14

IWP ISHARES TR479 shares-23.85%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-03-312026-05-14

CVNA CARVANA CO194 shares21.25%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO199 shares13.07%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F431 shares-3.79%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS245 shares-16.67%2026-03-312026-05-14

PHB INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-05-14

Sponsored

SSNC SS&C TECH HLDGS868 shares-1.36%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR950 shares12.03%2026-03-312026-05-14

KKR & CO INC KKR & CO INC606 shares0.17%2026-03-312026-05-14

PAYO PAYONEER GLOBAL INC11.4K shares-0.07%2026-03-312026-05-14

BDX BECTON DICKINSON & CO349 shares2.05%2026-03-312026-05-14

TE T1 ENERGY INC12.4K shares2586.61%2026-03-312026-05-14

SEIC SEI INVTS CO692 shares1.62%2026-03-312026-05-14

CWI SPDR INDEX SHS FDS1.5K shares0.00%2026-03-312026-05-14

Sponsored

ITW ILLINOIS TOOL WKS INC203 shares-10.57%2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN775 shares1.17%2026-03-312026-05-14

IJJ ISHARES TR382 shares0.00%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD2.2K shares0.00%2026-03-312026-05-14

FCFS FIRSTCASH HOLDINGS INC257 shares0.78%2026-03-312026-05-14

MGC VANGUARD WORLD FD203 shares0.00%2026-03-312026-05-14

ESGD ISHARES TR501 shares0.00%2026-03-312026-05-14

APH AMPHENOL CORP378 shares42.64%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND239 shares-2.05%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS595 shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP940 shares26.17%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST1.9K shares0.57%2026-03-312026-05-14

CAT CATERPILLAR INC64 shares14.29%2026-03-312026-05-14

WFC WELLS FARGO & CO567 shares18.87%2026-03-312026-05-14

DFSU DIMENSIONAL ETF TRUST1.1K shares0.00%2026-03-312026-05-14

IDXX IDEXX LABS INC78 shares1.30%2026-03-312026-05-14

Sponsored

FI FISERV INC776 sharesnew addition2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR338 shares-3.70%2026-03-312026-05-14

ITT INC ITT INC221 shares4.74%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO690 shares6.32%2026-03-312026-05-14

ITA ISHARES TR190 shares0.00%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST970 shares0.00%2026-03-312026-05-14

DEO DIAGEO PLC550 shares-2.65%2026-03-312026-05-14

PGR PROGRESSIVE CORP201 shares4.15%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC191 shares3.24%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC228 shares2.24%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN193 shares12.21%2026-03-312026-05-14

ALB ALBEMARLE CORP216 shares107.69%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC86 shares2766.67%2026-03-312026-05-14

PICK ISHARES INC669 shares0.00%2026-03-312026-05-14

VGLT VANGUARD SCOTTSDALE FDS667 sharesnew addition2026-03-312026-05-14

IWR ISHARES TR379 shares0.00%2026-03-312026-05-14

Sponsored

KLAC KLA CORP25 shares8.70%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP566 shares116.03%2026-03-312026-05-14

ADI ANALOG DEVICES INC115 shares4.55%2026-03-312026-05-14

COP CONOCOPHILLIPS276 shares165.38%2026-03-312026-05-14

SPAB SPDR SERIES TRUST1.4K shares-4.96%2026-03-312026-05-14

PFE PFIZER INC1.3K shares8.30%2026-03-312026-05-14

GOVT ISHARES TR1.5K shares-59.58%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC351 shares1070.00%2026-03-312026-05-14

Sponsored

FHLC FIDELITY COVINGTON TRUST483 shares-41.24%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP99 shares2.06%2026-03-312026-05-14

PSK SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-14

URI UNITED RENTALS INC44 shares4.76%2026-03-312026-05-14

INTU INTUIT74 shares1.37%2026-03-312026-05-14

WM WASTE MGMT INC DEL139 shares10.32%2026-03-312026-05-14

DG DOLLAR GEN CORP269 shares-22.70%2026-03-312026-05-14

OMC OMNICOM GROUP INC423 shares0.24%2026-03-312026-05-14

Sponsored

PWR QUANTA SVCS INC56 shares5.66%2026-03-312026-05-14

VXF VANGUARD INDEX FDS147 shares0.00%2026-03-312026-05-14

FELC FIDELITY COVINGTON TRUST830 shares0.00%2026-03-312026-05-14

DFAX DIMENSIONAL ETF TRUST883 shares0.00%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY100 shares163.16%2026-03-312026-05-14

KNTK KINETIK HOLDINGS INC600 shares0.00%2026-03-312026-05-14

USB US BANCORP560 shares4.09%2026-03-312026-05-14

ASML ASML HLDG NV22 shares15.79%2026-03-312026-05-14

Sponsored

USIG ISHARES TR566 sharesnew addition2026-03-312026-05-14

CMI CUMMINS INC53 shares1.92%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC158 shares7.48%2026-03-312026-05-14

MCO MOODYS CORP64 shares166.67%2026-03-312026-05-14

SYY SYSCO CORP391 shares7.12%2026-03-312026-05-14

SBLK STAR BULK CARRIERS CORP.1.2K shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR186 shares135.44%2026-03-312026-05-14

NEE NEXTERA ENERGY INC292 shares52.88%2026-03-312026-05-14

Sponsored

FNDX SCHWAB STRATEGIC TR969 shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC237 shares9.22%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO212 shares3.92%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR163 shares226.00%2026-03-312026-05-14

AMP AMERIPRISE FINL INC59 shares-1.67%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS522 shares18.10%2026-03-312026-05-14

SFL SFL CORPORATION LTD2.4K shares0.00%2026-03-312026-05-14

BWXT BWX TECHNOLOGIES INC126 shares0.80%2026-03-312026-05-14

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN285 shares-32.78%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC6 shares20.00%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP37 shares8.82%2026-03-312026-05-14

TXN TEXAS INSTRS INC130 shares12.07%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC73 shares8.96%2026-03-312026-05-14

PEY INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-05-14

WSO WATSCO INC68 shares4.62%2026-03-312026-05-14

IBMO ISHARES TR965 shares0.00%2026-03-312026-05-14

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC125 sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC284 shares8.81%2026-03-312026-05-14

IBMP ISHARES TR962 shares0.00%2026-03-312026-05-14

EMN EASTMAN CHEM CO313 shares4.33%2026-03-312026-05-14

CBRE CBRE GROUP INC175 shares548.15%2026-03-312026-05-14

PMT PENNYMAC MTG INVT TR2.0K shares0.00%2026-03-312026-05-14

FLIN FRANKLIN TEMPLETON ETF TR700 shares0.00%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC234 shares1.30%2026-03-312026-05-14

Sponsored

DHR DANAHER CORP DEL121 shares-2.42%2026-03-312026-05-14

VHT VANGUARD WORLD FD83 shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC23 shares360.00%2026-03-312026-05-14

LRGF ISHARES TR334 shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC135 shares10.66%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP80 shares11.11%2026-03-312026-05-14

EMXC ISHARES INC275 shares0.00%2026-03-312026-05-14

SNDK SANDISK CORP34 shares9.68%2026-03-312026-05-14

Sponsored

GSIE GOLDMAN SACHS ETF TR498 shares0.00%2026-03-312026-05-14

TFC TRUIST FINL CORP461 shares5.49%2026-03-312026-05-14

DNN DENISON MINES CORP6.0K shares0.00%2026-03-312026-05-14

IBMQ ISHARES TR828 shares0.00%2026-03-312026-05-14

MELI MERCADOLIBRE INC12 sharesnew addition2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC152 shares6.29%2026-03-312026-05-14

RSG REPUBLIC SVCS INC89 shares17.11%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP240 shares20.60%2026-03-312026-05-14

Sponsored

MSCI MSCI INC36 shares5.88%2026-03-312026-05-14

CNQ CANADIAN NAT RES LTD MED TER394 sharesnew addition2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR384 sharesnew addition2026-03-312026-05-14

LEU CENTRUS ENERGY CORP110 shares0.00%2026-03-312026-05-14

MTB M & T BK CORP92 shares8.24%2026-03-312026-05-14

GEM GOLDMAN SACHS ETF TR439 shares0.00%2026-03-312026-05-14

ESE ESCO TECHNOLOGIES INC67 shares0.00%2026-03-312026-05-14

DGRO ISHARES TR267 shares0.00%2026-03-312026-05-14

Sponsored

SPGI S&P GLOBAL INC44 shares46.67%2026-03-312026-05-14

STZ CONSTELLATION BRANDS INC124 shares5.98%2026-03-312026-05-14

ALL ALLSTATE CORP86 shares19.44%2026-03-312026-05-14

SPSM SPDR SERIES TRUST369 shares0.00%2026-03-312026-05-14

MS MORGAN STANLEY108 shares217.65%2026-03-312026-05-14

ADBE ADOBE INC72 shares5.88%2026-03-312026-05-14

CACI CACI INTL INC32 shares60.00%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR210 sharesnew addition2026-03-312026-05-14

Sponsored

IZRL ARK ETF TR639 sharesnew addition2026-03-312026-05-14

CHRD CHORD ENERGY CORPORATION120 shares1400.00%2026-03-312026-05-14

RWR SPDR SERIES TRUST167 shares0.00%2026-03-312026-05-14

GSBD GOLDMAN SACHS BDC INC1.9K shares0.00%2026-03-312026-05-14

RRC RANGE RES CORP365 shares748.84%2026-03-312026-05-14

FDEC FIRST TR EXCHNG TRADED FD VI330 shares0.00%2026-03-312026-05-14

CRWV COREWEAVE INC211 shares0.00%2026-03-312026-05-14

IDR IDAHO STRATEGIC RESOURCES500 shares0.00%2026-03-312026-05-14

Sponsored

NNN NNN REIT INC381 shares0.00%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP57 shares39.02%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR146 sharesnew addition2026-03-312026-05-14

TMP TOMPKINS FINL CORP200 shares0.00%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR321 shares-48.89%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC272 shares172.00%2026-03-312026-05-14

CF CF INDUSTRIES HOLD120 shares1100.00%2026-03-312026-05-14

NDAQ NASDAQ INC183 shares662.50%2026-03-312026-05-14

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I218 shares2.83%2026-03-312026-05-14

XEL XCEL ENERGY INC194 shares12.79%2026-03-312026-05-14

EWC ISHARES INC278 shares0.00%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP17 shares325.00%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC52 shares13.04%2026-03-312026-05-14

DFSD DIMENSIONAL ETF TRUST315 shares0.00%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC53 shares12.77%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO69 shares16.95%2026-03-312026-05-14

Sponsored

L LOEWS CORP140 shares6.87%2026-03-312026-05-14

LINDE PLC LINDE PLC30 shares275.00%2026-03-312026-05-14

NVT NVENT ELEC PLC125 shares5.04%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP55 shares7.84%2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST200 shares28.21%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC61 shares165.22%2026-03-312026-05-14

IFF INTERNATIONAL FLAVORS&FRAGRA193 shares-42.39%2026-03-312026-05-14

GHM GRAHAM CORP176 shares0.00%2026-03-312026-05-14

Sponsored

DHS WISDOMTREE TR125 shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR200 shares-60.94%2026-03-312026-05-14

CTVA CORTEVA INC162 shares15.71%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC230 shares12.20%2026-03-312026-05-14

INOD INNODATA INC350 shares0.00%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC64 shares8.47%2026-03-312026-05-14

CVS CVS HEALTH CORP185 shares5.11%2026-03-312026-05-14

IYF ISHARES TR112 shares0.00%2026-03-312026-05-14

Sponsored

AVMC AMERICAN CENTY ETF TR179 shares0.00%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A26 shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO94 shares13.25%2026-03-312026-05-14

CMCSA COMCAST CORP NEW429 shares36.62%2026-03-312026-05-14

VENTURE GLOBAL INC VENTURE GLOBAL INC778 sharesnew addition2026-03-312026-05-14

ROL ROLLINS INC228 shares470.00%2026-03-312026-05-14

PGX INVESCO EXCH TRADED FD TR II1.1K shares0.00%2026-03-312026-05-14

SBAC SBA COMMUNICATIONS CORP70 shares-11.39%2026-03-312026-05-14

Sponsored

VIST VISTA ENERGY S.A.B. DE C.V.159 sharesnew addition2026-03-312026-05-14

TSSI TSS INC DEL917 shares0.00%2026-03-312026-05-14

WAT WATERS CORP40 shares900.00%2026-03-312026-05-14

ICF ISHARES TR189 shares0.00%2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO43 shares26.47%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR358 shares0.00%2026-03-312026-05-14

BORR DRILLING LTD BORR DRILLING LTD2.0K sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO36 shares350.00%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO119 shares561.11%2026-03-312026-05-14

NEM NEWMONT CORP106 shares27.71%2026-03-312026-05-14

AXON AXON ENTERPRISE INC27 shares-3.57%2026-03-312026-05-14

TEX TEREX CORP NEW193 shares8.43%2026-03-312026-05-14

CRK COMSTOCK RES INC531 shares0.38%2026-03-312026-05-14

ABSI ABSCI CORPORATION3.6K shares0.00%2026-03-312026-05-14

FAF FIRST AMERN FINL CORP178 shares1518.18%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.166 shares2.47%2026-03-312026-05-14

Sponsored

FLOT ISHARES TR209 shares-31.25%2026-03-312026-05-14

HLT HILTON WORLDWIDE HLDGS INC35 shares218.18%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR94 shares0.00%2026-03-312026-05-14

DKS DICKS SPORTING GOODS INC52 shares-61.19%2026-03-312026-05-14

BFLY BUTTERFLY NETWORK INC2.5K shares0.00%2026-03-312026-05-14

IBB ISHARES TR60 shares0.00%2026-03-312026-05-14

JBL JABIL INC38 shares26.67%2026-03-312026-05-14

CRDO CREDO TECHNOLOGY GROUP HOLDI107 shares5250.00%2026-03-312026-05-14

Sponsored

TRP TC ENERGY CORP156 shares0.00%2026-03-312026-05-14

EME EMCOR GROUP INC13 shares30.00%2026-03-312026-05-14

NUKZ EXCHANGE TRADED CONCEPTS TRU145 shares0.00%2026-03-312026-05-14

PBYI PUMA BIOTECHNOLOGY INC1.4K shares0.00%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC20 shares-4.76%2026-03-312026-05-14

SHAK SHAKE SHACK INC102 shares0.99%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC47 shares-12.96%2026-03-312026-05-14

TM TOYOTA MOTOR CORP43 shares2050.00%2026-03-312026-05-14

Sponsored

BETA TECHNOLOGIES INC BETA TECHNOLOGIES INC600 shares0.00%2026-03-312026-05-14

CLX CLOROX CO DEL85 shares3.66%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC21 shares162.50%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO102 shares41.67%2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE C362 shares2.84%2026-03-312026-05-14

GLD SPDR GOLD TR20 shares0.00%2026-03-312026-05-14

IDU ISHARES TR74 shares0.00%2026-03-312026-05-14

IXUS ISHARES TR99 sharesnew addition2026-03-312026-05-14

Sponsored

ISTB ISHARES TR177 shares-32.95%2026-03-312026-05-14

TERN TERNS PHARMACEUTICALS INC162 shares0.00%2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC73 shares19.67%2026-03-312026-05-14

TAYD TAYLOR DEVICES INC145 sharesnew addition2026-03-312026-05-14

MSA MSA SAFETY INC50 shares13.64%2026-03-312026-05-14

ECL ECOLAB INC30 shares233.33%2026-03-312026-05-14

APA CORPORATION APA CORPORATION188 shares6.21%2026-03-312026-05-14

VLO VALERO ENERGY CORP32 shares33.33%2026-03-312026-05-14

Sponsored

SCHW SCHWAB CHARLES CORP84 shares55.56%2026-03-312026-05-14

CRH PLC CRH PLC75 shares36.36%2026-03-312026-05-14

FDX FEDEX CORP22 shares57.14%2026-03-312026-05-14

NKE NIKE INC148 shares-5.73%2026-03-312026-05-14

SPTM

SPDR SERIES TRUST

4.25%

Shares426.8K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

7.89%

Shares254.7K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

6.62%

Shares286.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.51%

Shares37.5K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

9.53%

Shares424.8K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

9.89%

Shares329.1K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-1.86%

Shares270.8K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

46.25%

Shares168.8K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD INSTL INDEX FD

5.58%

Shares191.9K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

5.05%

Shares15.9K

Event2026-03-31

Filed2026-05-14

VONE

VANGUARD SCOTTSDALE FDS

-1.28%

Shares31.8K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

30.96%

Shares67.6K

Event2026-03-31

Filed2026-05-14

AVMV

AMERICAN CENTY ETF TR

35.15%

Shares98.7K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-0.61%

Shares267.4K

Event2026-03-31

Filed2026-05-14

USRT

ISHARES TR

9.90%

Shares108.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.60%

Shares23.4K

Event2026-03-31

Filed2026-05-14

DFIC

DIMENSIONAL ETF TRUST

-0.55%

Shares171.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

98.32%

Shares18.0K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

-23.88%

Shares123.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-11.91%

Shares18.0K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

37.01%

Shares218.4K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares7.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.68%

Shares18.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

14.11%

Shares26.3K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

-2.18%

Shares55.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.21%

Shares11.1K

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

0.10%

Shares40.4K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-4.77%

Shares16.7K

Event2026-03-31

Filed2026-05-14

VGMS

VANGUARD MALVERN FDS

31.94%

Shares68.5K

Event2026-03-31

Filed2026-05-14

AUTONATION INC

148.86%

Shares16.5K

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

139.02%

Shares124.7K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

-0.22%

Shares120.5K

Event2026-03-31

Filed2026-05-14

DISV

DIMENSIONAL ETF TRUST

-28.36%

Shares74.2K

Event2026-03-31

Filed2026-05-14

VSDM

VANGUARD MUN BD FDS

21.19%

Shares36.6K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-1.85%

Shares40.0K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

0.00%

Shares22.4K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-0.61%

Shares28.5K

Event2026-03-31

Filed2026-05-14

DFEM

DIMENSIONAL ETF TRUST

25.03%

Shares78.4K

Event2026-03-31

Filed2026-05-14

MUNY

VANGUARD NY TAX FREE FDS

258.95%

Shares25.6K

Event2026-03-31

Filed2026-05-14

IBHH

ISHARES TR

108.28%

Shares106.9K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-7.88%

Shares27.3K

Event2026-03-31

Filed2026-05-14

SHYM

BLACKROCK ETF TRUST II

216.78%

Shares109.7K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

17.02%

Shares60.7K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

8.88%

Shares29.2K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

-2.49%

Shares90.7K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-7.13%

Shares41.6K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

-0.07%

Shares5.9K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

0.00%

Shares32.1K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

-6.40%

Shares21.6K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

17.13%

Shares23.4K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

0.01%

Shares40.4K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

-26.03%

Shares24.2K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-1.12%

Shares18.5K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-0.54%

Shares7.9K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

1.39%

Shares32.3K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.53%

Shares48.3K

Event2026-03-31

Filed2026-05-14

DFAU

DIMENSIONAL ETF TRUST

134.72%

Shares32.9K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

0.87%

Shares9.2K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-0.56%

Shares7.1K

Event2026-03-31

Filed2026-05-14

SCHZ

SCHWAB STRATEGIC TR

-14.42%

Shares51.0K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

2.25%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-0.57%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

19.28%

Shares21.2K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

0.43%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

9.72%

Shares14.4K

Event2026-03-31

Filed2026-05-14

HIW

HIGHWOODS PPTYS INC

0.00%

Shares47.4K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

151.43%

Shares15.9K

Event2026-03-31

Filed2026-05-14

SHYL

DBX ETF TR

-8.30%

Shares22.1K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

0.02%

Shares12.0K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-11.55%

Shares30.3K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-14

MDYV

SPDR SERIES TRUST

8.76%

Shares10.8K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

FALN

ISHARES TR

-33.85%

Shares30.1K

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

27.83%

Shares19.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

17.22%

Shares2.6K

Event2026-03-31

Filed2026-05-14