Sponsored

The Analysis of RIVERSEDGE ADVISORS, LLC's Holdings & P&L

Currently, RIVERSEDGE ADVISORS, LLC holds 216 types of securities in its portfolio with a total value $617.7M. In the most recent quarter, they have increased their positions in VTV (+319.2K shares, valued at $62.6M), JBND (+221.4K shares, valued at $11.9M), AVEM (+82.8K shares, valued at $6.7M); decreased their positions in VV (-116.4K shares, valued at $34.8M), N/A (-108.7K shares, valued at $20.9M), IJR (-74.3K shares, valued at $9.2M); initiated new positions in JBND (+221.4K shares, valued at $11.9M), AVEM (+82.8K shares, valued at $6.7M), RAAX (+159.7K shares, valued at $6.5M).

1M P&L

+22.1M+3.58%

3M P&L

-57.3M-8.22%

HY P&L

-19.8M-3.00%

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/A482.7M

83.1%

2Consumer Electronics23.7M

4.1%

3Semiconductors9.3M

1.6%

Top Industries by Stock Count

1N/A49 stocks

25.3%

2Banks - Diversified10 stocks

5.2%

3Software - Application8 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS375.0K shares571.36%2026-03-312026-04-16

IDEV ISHARES TR628.5K shares-7.54%2026-03-312026-04-16

VV VANGUARD INDEX FDS147.6K shares-44.08%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS554.6K shares-17.21%2026-03-312026-04-16

SPYG SPDR SERIES TRUST330.3K shares-3.20%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR1.1M shares-1.50%2026-03-312026-04-16

SPYV SPDR SERIES TRUST458.4K shares-1.57%2026-03-312026-04-16

AAPL APPLE INC92.5K shares-1.87%2026-03-312026-04-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F381.8K shares-22.69%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS272.4K shares-0.25%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS330.1K shares1.90%2026-03-312026-04-16

IEFA ISHARES TR170.7K shares-2.28%2026-03-312026-04-16

VUG VANGUARD INDEX FDS30.8K shares3.11%2026-03-312026-04-16

JBND J P MORGAN EXCHANGE TRADED F221.4K sharesnew addition2026-03-312026-04-16

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET370.0K shares88.24%2026-03-312026-04-16

VIOV VANGUARD ADMIRAL FDS INC100.2K shares-1.27%2026-03-312026-04-16

Sponsored

IJR ISHARES TR67.1K shares-52.57%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T43.3K shares-71.52%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR82.8K sharesnew addition2026-03-312026-04-16

RAAX VANECK ETF TRUST159.7K sharesnew addition2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS134.1K shares-29.91%2026-03-312026-04-16

FESM FIDELITY COVINGTON TRUST169.2K sharesnew addition2026-03-312026-04-16

NVDA NVIDIA CORPORATION35.6K shares2.70%2026-03-312026-04-16

IVLU ISHARES TR150.0K sharesnew addition2026-03-312026-04-16

Sponsored

VTWG VANGUARD SCOTTSDALE FDS22.2K shares-1.84%2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS106.2K shares-1.25%2026-03-312026-04-16

ALPHABET INC ALPHABET INC13.1K shares0.77%2026-03-312026-04-16

MSFT MICROSOFT CORP9.8K shares-10.59%2026-03-312026-04-16

AMZN AMAZON COM INC16.7K shares28.10%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC22.5K shares0.50%2026-03-312026-04-16

VBK VANGUARD INDEX FDS10.7K shares-4.31%2026-03-312026-04-16

JPIB J P MORGAN EXCHANGE TRADED F60.1K sharesnew addition2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC9.3K shares-0.61%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR79.6K shares0.44%2026-03-312026-04-16

IVV ISHARES TR3.3K shares-4.53%2026-03-312026-04-16

BROADCOM INC BROADCOM INC6.3K shares10.73%2026-03-312026-04-16

VBR VANGUARD INDEX FDS8.7K shares-3.25%2026-03-312026-04-16

USHY ISHARES TR49.2K shares-33.59%2026-03-312026-04-16

TSLA TESLA INC4.9K shares34.03%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC4.9K shares4.72%2026-03-312026-04-16

Sponsored

IBIT ISHARES BITCOIN TRUST ETF42.4K shares-1.39%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON6.0K shares1.03%2026-03-312026-04-16

IVW ISHARES TR12.8K shares-1.82%2026-03-312026-04-16

MUB ISHARES TR13.2K shares-11.50%2026-03-312026-04-16

VGT VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION1.4K shares49.72%2026-03-312026-04-16

META META PLATFORMS INC2.3K shares4.48%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares-11.22%2026-03-312026-04-16

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST114.1K sharesnew addition2026-03-312026-04-16

IWO ISHARES TR3.6K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION5.3K shares27.05%2026-03-312026-04-16

XOM EXXON MOBIL CORP6.4K shares28.20%2026-03-312026-04-16

FLHY FRANKLIN TEMPLETON ETF TR44.3K sharesnew addition2026-03-312026-04-16

MCO MOODYS CORP2.4K shares15.97%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO17.0K shares8.85%2026-03-312026-04-16

VTI VANGUARD INDEX FDS3.2K shares-4.21%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC4.6K shares-2.71%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO3.3K shares-11.79%2026-03-312026-04-16

VIOG VANGUARD ADMIRAL FDS INC7.8K shares22.13%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR17.4K shares0.00%2026-03-312026-04-16

WMT WALMART INC6.9K shares9.80%2026-03-312026-04-16

HYMB SPDR SERIES TRUST34.1K shares-10.47%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC6.5K shares5.04%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC2.3K shares1.23%2026-03-312026-04-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-17.06%2026-03-312026-04-16

LLY ELI LILLY & CO823 shares10.03%2026-03-312026-04-16

VXUS VANGUARD STAR FDS9.8K shares0.00%2026-03-312026-04-16

ASML ASML HLDG NV565 shares7.82%2026-03-312026-04-16

MCD MCDONALDS CORP2.3K shares5.97%2026-03-312026-04-16

LGLV SPDR SERIES TRUST3.9K shares-0.94%2026-03-312026-04-16

V VISA INC2.2K shares28.72%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC5.8K shares-1.01%2026-03-312026-04-16

Sponsored

DVN DEVON ENERGY CORP NEW12.0K shares2.45%2026-03-312026-04-16

HSBC HSBC HLDGS PLC7.2K shares2.18%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP2.8K shares10.79%2026-03-312026-04-16

EXPE EXPEDIA GROUP INC2.5K shares2.22%2026-03-312026-04-16

BABA ALIBABA GROUP HLDG LTD4.4K shares3.92%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC2.8K sharesnew addition2026-03-312026-04-16

CB CHUBB LTD SWITZ1.7K shares-3.41%2026-03-312026-04-16

LECO LINCOLN ELEC HLDGS INC2.1K shares0.37%2026-03-312026-04-16

Sponsored

TJX TJX COS INC NEW3.3K shares6.55%2026-03-312026-04-16

NVS NOVARTIS AG3.5K shares2.58%2026-03-312026-04-16

NFLX NETFLIX INC.5.5K shares22.58%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE1.8K shares7.22%2026-03-312026-04-16

FDX FEDEX CORP1.5K shares2.75%2026-03-312026-04-16

FIX COMFORT SYS USA INC370 shares0.54%2026-03-312026-04-16

TPL TEXAS PACIFIC LAND CORPORATI1.1K shares0.00%2026-03-312026-04-16

BAC BANK AMERICA CORP10.2K shares-20.44%2026-03-312026-04-16

Sponsored

EIX EDISON INTL6.8K shares3.55%2026-03-312026-04-16

PCG PG&E CORP27.7K shares25.16%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP780 shares1.04%2026-03-312026-04-16

FTI TECHNIPFMC PLC6.8K shares0.49%2026-03-312026-04-16

SHM SPDR SERIES TRUST9.7K shares-0.25%2026-03-312026-04-16

ABT ABBOTT LABORATORIES4.5K shares19.83%2026-03-312026-04-16

HCA HCA HEALTHCARE INC961 shares1.26%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC985 shares9.32%2026-03-312026-04-16

Sponsored

SHEL SHELL PLC4.9K shares2.84%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC1.5K shares-0.45%2026-03-312026-04-16

GEV GE VERNOVA INC510 shares35.64%2026-03-312026-04-16

T AT&T INC15.3K shares12.05%2026-03-312026-04-16

INTC INTEL CORP9.9K shares-15.97%2026-03-312026-04-16

RY ROYAL BK CDA2.7K shares0.80%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC8.5K sharesnew addition2026-03-312026-04-16

NEM NEWMONT CORP3.9K shares3.55%2026-03-312026-04-16

Sponsored

MLI MUELLER INDS INC3.8K shares0.55%2026-03-312026-04-16

HD HOME DEPOT INC1.3K shares-10.99%2026-03-312026-04-16

PG PROCTER & GAMBLE CO2.8K sharesnew addition2026-03-312026-04-16

PSX PHILLIPS 662.2K shares-2.64%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC472 shares4.19%2026-03-312026-04-16

APH AMPHENOL CORP3.1K shares8.77%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.09%2026-03-312026-04-16

ABNB AIRBNB INC3.0K shares25.01%2026-03-312026-04-16

Sponsored

AME AMETEK INC1.8K shares13.81%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC90 shares20.00%2026-03-312026-04-16

SUB ISHARES TR3.5K shares-4.64%2026-03-312026-04-16

DAL DELTA AIR LINES INC5.6K shares38.24%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC2.2K shares3.31%2026-03-312026-04-16

HIG HARTFORD INSURANCE GROUP INC2.7K shares8.51%2026-03-312026-04-16

KO COCA COLA CO4.7K shares4.48%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC990 shares7.96%2026-03-312026-04-16

Sponsored

PHM PULTE GROUP INC3.0K shares35.47%2026-03-312026-04-16

MUFG MITSUBISHI UFJ FINANCIAL GRO20.5K shares3.25%2026-03-312026-04-16

ORCL ORACLE CORP2.4K shares49.75%2026-03-312026-04-16

VLO VALERO ENERGY CORP1.4K shares1.59%2026-03-312026-04-16

NTRS NORTHERN TR CORP2.5K shares0.98%2026-03-312026-04-16

SNDK SANDISK CORP543 shares-46.66%2026-03-312026-04-16

HAL HALLIBURTON CO8.8K shares10.17%2026-03-312026-04-16

IEMG ISHARES INC4.8K shares-5.23%2026-03-312026-04-16

Sponsored

DHR DANAHER CORP DEL1.8K shares63.09%2026-03-312026-04-16

TD TORONTO DOMINION BK ONT3.6K shares2.21%2026-03-312026-04-16

USB US BANCORP6.4K shares1.39%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP1.2K shares-0.32%2026-03-312026-04-16

SAN BANCO SANTANDER SA29.3K shares-0.47%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T506 shares16.32%2026-03-312026-04-16

UI UBIQUITI INC415 shares2.47%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.2K shares-2.50%2026-03-312026-04-16

Sponsored

SYF SYNCHRONY FINANCIAL4.8K shares-14.83%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-04-16

COP CONOCOPHILLIPS2.4K shares2.31%2026-03-312026-04-16

CIEN CIENA CORP824 sharesnew addition2026-03-312026-04-16

TM TOYOTA MOTOR CORP1.5K shares3.35%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC329 shares49.55%2026-03-312026-04-16

BHP BHP BILLITON LIMITED4.3K shares15.27%2026-03-312026-04-16

UAL UNITED AIRLS HLDGS INC3.4K shares1.72%2026-03-312026-04-16

Sponsored

COF CAPITAL ONE FINL CORP1.7K shares-44.32%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP2.6K shares0.49%2026-03-312026-04-16

EFA ISHARES TR3.2K shares0.00%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW919 shares-20.02%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC1.7K sharesnew addition2026-03-312026-04-16

LINDE PLC LINDE PLC578 sharesnew addition2026-03-312026-04-16

HURN HURON CONSULTING GROUP INC2.2K shares-0.04%2026-03-312026-04-16

FTNT FORTINET INC3.5K shares29.44%2026-03-312026-04-16

Sponsored

SCHE SCHWAB STRATEGIC TR8.6K shares-5.31%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC3.0K shares1.91%2026-03-312026-04-16

BIIB BIOGEN INC1.5K shares18.71%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS359 shares-3.23%2026-03-312026-04-16

CNC CENTENE CORP DEL8.3K shares-19.06%2026-03-312026-04-16

CAT CATERPILLAR INC380 shares2.98%2026-03-312026-04-16

PEP PEPSICO INC1.7K shares-54.50%2026-03-312026-04-16

FOXA FOX CORP4.6K shares-1.02%2026-03-312026-04-16

Sponsored

ADBE ADOBE INC1.1K shares36.98%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP987 sharesnew addition2026-03-312026-04-16

PLD PROLOGIS INC.2.0K shares-0.25%2026-03-312026-04-16

MA MASTERCARD INCORPORATED514 shares-30.82%2026-03-312026-04-16

EME EMCOR GROUP INC346 sharesnew addition2026-03-312026-04-16

INTU INTUIT590 shares46.04%2026-03-312026-04-16

NTRA NATERA INC1.3K shares-5.80%2026-03-312026-04-16

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares0.00%2026-03-312026-04-16

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA11.5K shares-2.18%2026-03-312026-04-16

CRM SALESFORCE INC1.3K sharesnew addition2026-03-312026-04-16

GM GENERAL MTRS CO3.3K shares9.17%2026-03-312026-04-16

CMI CUMMINS INC456 shares0.44%2026-03-312026-04-16

OMC OMNICOM GROUP INC3.2K sharesnew addition2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP871 shares-9.18%2026-03-312026-04-16

BTI BRITISH AMERN TOB PLC4.1K shares4.96%2026-03-312026-04-16

BWA BORGWARNER INC4.4K shares0.00%2026-03-312026-04-16

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K shares-24.50%2026-03-312026-04-16

KLAC KLA CORP159 sharesnew addition2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS960 shares21.52%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC3.9K sharesnew addition2026-03-312026-04-16

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.7K sharesnew addition2026-03-312026-04-16

DIS DISNEY WALT CO2.4K shares12.61%2026-03-312026-04-16

ENB ENBRIDGE INC4.2K sharesnew addition2026-03-312026-04-16

EQIX EQUINIX INC230 sharesnew addition2026-03-312026-04-16

Sponsored

JBHT HUNT J B TRANS SVCS INC1.1K shares0.00%2026-03-312026-04-16

MPC MARATHON PETE CORP913 sharesnew addition2026-03-312026-04-16

BP BP PLC4.7K sharesnew addition2026-03-312026-04-16

RIO RIO TINTO PLC2.4K sharesnew addition2026-03-312026-04-16

SHOP SHOPIFY INC1.9K shares35.25%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC1.9K shares-16.79%2026-03-312026-04-16

ZM ZOOM COMMUNICATIONS INC2.7K shares-34.21%2026-03-312026-04-16

VALE VALE S A13.5K shares4.32%2026-03-312026-04-16

Sponsored

SONY SONY GROUP CORP10.3K shares-14.64%2026-03-312026-04-16

SLB SLB LIMITED4.1K sharesnew addition2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2026-03-312026-04-16

KMI KINDER MORGAN INC DEL6.2K sharesnew addition2026-03-312026-04-16

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-04-16

NOW SERVICENOW INC2.0K shares-25.09%2026-03-312026-04-16

SMFG SUMITOMO MITSUI FIN GRP INC10.5K shares2.24%2026-03-312026-04-16

HON HONEYWELL INTL INC914 sharesnew addition2026-03-312026-04-16

Sponsored

ROST ROSS STORES INC953 sharesnew addition2026-03-312026-04-16

TER TERADYNE INC696 sharesnew addition2026-03-312026-04-16

MEDP MEDPACE HLDGS INC427 shares-23.48%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC2.8K sharesnew addition2026-03-312026-04-16

STT STATE STR CORP1.6K sharesnew addition2026-03-312026-04-16

NBIX NEUROCRINE BIOSCIENCES INC1.6K sharesnew addition2026-03-312026-04-16

SAP SAP SE1.2K shares-2.38%2026-03-312026-04-16

STLD STEEL DYNAMICS INC1.1K sharesnew addition2026-03-312026-04-16

Sponsored

GSK PLC GSK PLC3.7K sharesnew addition2026-03-312026-04-16

GILD GILEAD SCIENCES INC1.4K sharesnew addition2026-03-312026-04-16

VO VANGUARD INDEX FDS699 shares0.00%2026-03-312026-04-16

MFG MIZUHO FINANCIAL GROUP INC21.3K shares0.63%2026-03-312026-04-16

LYG LLOYDS BANKING GROUP PLC29.4K shares1.40%2026-03-312026-04-16

BBD BANCO BRADESCO S A32.3K shares2.47%2026-03-312026-04-16

ADT ADT INC DEL14.2K shares-37.21%2026-03-312026-04-16

ABEV AMBEV SA21.9K shares27.15%2026-03-312026-04-16

Sponsored

VTV

VANGUARD INDEX FDS

571.36%

Shares375.0K

Event2026-03-31

Filed2026-04-16

IDEV

ISHARES TR

-7.54%

Shares628.5K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-44.08%

Shares147.6K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

-17.21%

Shares554.6K

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

-3.20%

Shares330.3K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

-1.50%

Shares1.1M

Event2026-03-31

Filed2026-04-16

SPYV

SPDR SERIES TRUST

-1.57%

Shares458.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.87%

Shares92.5K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-22.69%

Shares381.8K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

-0.25%

Shares272.4K

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

1.90%

Shares330.1K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-2.28%

Shares170.7K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

3.11%

Shares30.8K

Event2026-03-31

Filed2026-04-16

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares221.4K

Event2026-03-31

Filed2026-04-16

GRAYSCALE BITCOIN MINI TR ET

88.24%

Shares370.0K

Event2026-03-31

Filed2026-04-16

VIOV

VANGUARD ADMIRAL FDS INC

-1.27%

Shares100.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-52.57%

Shares67.1K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-71.52%

Shares43.3K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

New

Shares82.8K

Event2026-03-31

Filed2026-04-16

RAAX

VANECK ETF TRUST

New

Shares159.7K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

-29.91%

Shares134.1K

Event2026-03-31

Filed2026-04-16

FESM

FIDELITY COVINGTON TRUST

New

Shares169.2K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

2.70%

Shares35.6K

Event2026-03-31

Filed2026-04-16

IVLU

ISHARES TR

New

Shares150.0K

Event2026-03-31

Filed2026-04-16

VTWG

VANGUARD SCOTTSDALE FDS

-1.84%

Shares22.2K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

-1.25%

Shares106.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.77%

Shares13.1K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-10.59%

Shares9.8K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

28.10%

Shares16.7K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

0.50%

Shares22.5K

Event2026-03-31

Filed2026-04-16

VBK

VANGUARD INDEX FDS

-4.31%

Shares10.7K

Event2026-03-31

Filed2026-04-16

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares60.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.61%

Shares9.3K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

0.44%

Shares79.6K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-4.53%

Shares3.3K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

10.73%

Shares6.3K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

-3.25%

Shares8.7K

Event2026-03-31

Filed2026-04-16

USHY

ISHARES TR

-33.59%

Shares49.2K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

34.03%

Shares4.9K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.72%

Shares4.9K

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

-1.39%

Shares42.4K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

1.03%

Shares6.0K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-1.82%

Shares12.8K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

-11.50%

Shares13.2K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

49.72%

Shares1.4K

Event2026-03-31

Filed2026-04-16