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

Currently, Robertson Stephens Wealth Management, LLC holds 615 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in VIG (+717.3K shares, valued at $154.3M), N/A (+218.4K shares, valued at $130.5M), VGK (+503.9K shares, valued at $41.5M); decreased their positions in BBUS (-535.8K shares, valued at $62.8M), APP (-148.3K shares, valued at $59.0M), GSUS (-425.1K shares, valued at $38.1M); initiated new positions in VIG (+717.3K shares, valued at $154.3M), VGK (+503.9K shares, valued at $41.5M), N/A (+602.9K shares, valued at $22.9M).

1M P&L

-2.7M-0.08%

3M P&L

-222.7M-6.46%

HY P&L

-95.4M-2.88%

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/A2.1B

70.6%

2Consumer Electronics123.2M

4.2%

3Software - Application105.6M

3.6%

Top Industries by Stock Count

1N/A295 stocks

51.5%

2Software - Application12 stocks

2.1%

3Software - Infrastructure12 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS632.5K shares52.74%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS2.7M shares23.42%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS717.3K sharesnew addition2026-03-312026-04-28

AAPL APPLE INC485.5K shares-4.75%2026-03-312026-04-28

IEMG ISHARES INC1.7M shares21.27%2026-03-312026-04-28

IVV ISHARES TR177.5K shares-1.81%2026-03-312026-04-28

APP APPLOVIN CORP242.7K shares-37.93%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS1.1M shares4.25%2026-03-312026-04-28

Sponsored

IEFA ISHARES TR801.5K shares46.60%2026-03-312026-04-28

AGG ISHARES TR662.3K shares15.66%2026-03-312026-04-28

MSFT MICROSOFT CORP159.4K shares-4.80%2026-03-312026-04-28

NVDA NVIDIA CORPORATION330.5K shares0.78%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T71.9K shares-13.61%2026-03-312026-04-28

VTI VANGUARD INDEX FDS141.1K shares-16.30%2026-03-312026-04-28

VGK VANGUARD INTL EQUITY INDEX F503.9K sharesnew addition2026-03-312026-04-28

ALPHABET INC ALPHABET INC137.6K shares1.37%2026-03-312026-04-28

Sponsored

AMZN AMAZON COM INC166.9K shares-0.03%2026-03-312026-04-28

IWF ISHARES TR79.3K shares-1.20%2026-03-312026-04-28

IWR ISHARES TR315.6K shares64.87%2026-03-312026-04-28

IWB ISHARES TR85.2K shares0.00%2026-03-312026-04-28

BBUS J P MORGAN EXCHANGE TRADED F255.7K shares-67.70%2026-03-312026-04-28

GLD SPDR GOLD TR69.3K shares4.64%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T152.7K shares-2.28%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR354.6K shares51.01%2026-03-312026-04-28

Sponsored

DFAC DIMENSIONAL ETF TRUST721.8K shares-0.40%2026-03-312026-04-28

VTV VANGUARD INDEX FDS126.3K shares-1.99%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR42.2K shares2.28%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR179.0K shares-15.27%2026-03-312026-04-28

VGT VANGUARD WORLD FD34.1K shares-0.79%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR142.5K shares6.74%2026-03-312026-04-28

PROSHARES TR PROSHARES TR602.9K sharesnew addition2026-03-312026-04-28

JPM JPMORGAN CHASE & CO76.6K shares-22.30%2026-03-312026-04-28

Sponsored

EVOLUTION METALS & TECH CORP EVOLUTION METALS & TECH CORP3.0M sharesnew addition2026-03-312026-04-28

DGRO ISHARES TR300.7K shares-1.93%2026-03-312026-04-28

ALPHABET INC ALPHABET INC72.0K shares-4.16%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION18.6K shares-0.46%2026-03-312026-04-28

UUUU ENERGY FUELS INC942.6K shares-43.83%2026-03-312026-04-28

IJR ISHARES TR136.9K shares53.52%2026-03-312026-04-28

EFV ISHARES TR228.1K shares-4.25%2026-03-312026-04-28

MUB ISHARES TR152.8K shares19.28%2026-03-312026-04-28

Sponsored

CAT CATERPILLAR INC22.7K shares1.13%2026-03-312026-04-28

GBIL GOLDMAN SACHS ETF TR157.9K shares15.55%2026-03-312026-04-28

STNC HENNESSY FDS TR462.4K shares139.88%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST431.2K shares0.09%2026-03-312026-04-28

VT VANGUARD INTL EQUITY INDEX F103.3K shares18.55%2026-03-312026-04-28

IWM ISHARES TR56.7K shares22.42%2026-03-312026-04-28

ABBV ABBVIE INC63.8K shares1.00%2026-03-312026-04-28

IJH ISHARES TR202.3K shares0.52%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO14.7K shares-0.41%2026-03-312026-04-28

BGC BGC GROUP INC1.4M shares-31.38%2026-03-312026-04-28

PAVE GLOBAL X FDS261.3K shares1.26%2026-03-312026-04-28

IBDU ISHARES TR562.1K shares9.44%2026-03-312026-04-28

BROADCOM INC BROADCOM INC42.2K shares19.92%2026-03-312026-04-28

PFF ISHARES TR426.4K shares-4.16%2026-03-312026-04-28

ITOT ISHARES TR85.6K shares-33.34%2026-03-312026-04-28

USIG ISHARES TR238.0K shares-3.25%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.4K shares-3.93%2026-03-312026-04-28

VOT VANGUARD INDEX FDS47.0K shares0.86%2026-03-312026-04-28

MOAT VANECK ETF TRUST123.9K shares-0.80%2026-03-312026-04-28

HEZU ISHARES TR257.6K shares-0.55%2026-03-312026-04-28

VUG VANGUARD INDEX FDS25.7K shares-33.48%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR227.1K shares-36.24%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC92.2K shares-0.00%2026-03-312026-04-28

BAC BANK AMERICA CORP226.0K shares371.57%2026-03-312026-04-28

Sponsored

DFAT DIMENSIONAL ETF TRUST175.8K shares-0.53%2026-03-312026-04-28

GSAT GLOBALSTAR INC163.5K shares6.20%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS72.4K shares-2.79%2026-03-312026-04-28

META META PLATFORMS INC18.2K shares-6.84%2026-03-312026-04-28

VBK VANGUARD INDEX FDS34.1K shares11.22%2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR86.9K shares-52.81%2026-03-312026-04-28

BBEU J P MORGAN EXCHANGE TRADED F131.2K shares-0.91%2026-03-312026-04-28

V VISA INC30.7K shares-5.24%2026-03-312026-04-28

Sponsored

VCSH VANGUARD SCOTTSDALE FDS116.8K shares-10.85%2026-03-312026-04-28

GSK PLC GSK PLC164.2K shares1.55%2026-03-312026-04-28

SUSL ISHARES TR80.1K shares10.25%2026-03-312026-04-28

SGOV ISHARES TR90.4K shares-9.33%2026-03-312026-04-28

EFA ISHARES TR93.1K shares3.20%2026-03-312026-04-28

HD HOME DEPOT INC27.2K shares24.19%2026-03-312026-04-28

AXON AXON ENTERPRISE INC20.7K shares4.37%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F161.7K shares-1.56%2026-03-312026-04-28

Sponsored

IXJ ISHARES TR93.1K shares7.02%2026-03-312026-04-28

RTX RTX CORPORATION45.1K shares0.68%2026-03-312026-04-28

AMGN AMGEN INC24.6K shares1.45%2026-03-312026-04-28

ESGD ISHARES TR89.9K shares-2.56%2026-03-312026-04-28

FXI ISHARES TR228.8K shares104.67%2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC70.5K shares7.00%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO26.2K shares0.96%2026-03-312026-04-28

IBTJ ISHARES TR361.7K shares3.89%2026-03-312026-04-28

Sponsored

VFH VANGUARD WORLD FD65.1K shares-1.06%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST110.7K shares-0.18%2026-03-312026-04-28

HYLB DBX ETF TR216.6K shares-39.93%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR253.3K shares53.73%2026-03-312026-04-28

IVW ISHARES TR67.4K shares2.33%2026-03-312026-04-28

OEF ISHARES TR23.4K shares-3.88%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR120.5K shares98.42%2026-03-312026-04-28

EPOL ISHARES TR202.3K shares1060.39%2026-03-312026-04-28

Sponsored

GILD GILEAD SCIENCES INC52.6K shares3.08%2026-03-312026-04-28

XOM EXXON MOBIL CORP43.0K shares19.11%2026-03-312026-04-28

WMT WALMART INC58.3K shares-19.72%2026-03-312026-04-28

IVE ISHARES TR34.3K shares1.20%2026-03-312026-04-28

NFLX NETFLIX INC.75.3K shares1.58%2026-03-312026-04-28

GOVT ISHARES TR311.6K shares-25.70%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR48.6K shares-0.30%2026-03-312026-04-28

QCOM QUALCOMM INC52.0K shares-0.05%2026-03-312026-04-28

Sponsored

SII SPROTT INC46.5K shares-54.69%2026-03-312026-04-28

EEM ISHARES TR115.6K shares0.06%2026-03-312026-04-28

EAGG ISHARES TR134.9K shares13.22%2026-03-312026-04-28

SCHY SCHWAB STRATEGIC TR200.1K shares3.91%2026-03-312026-04-28

MINT PIMCO ETF TR62.2K shares95.31%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS102.1K shares-54.99%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON24.6K shares-10.30%2026-03-312026-04-28

VXUS VANGUARD STAR FDS77.4K shares56.47%2026-03-312026-04-28

Sponsored

XLY SELECT SECTOR SPDR TR53.3K shares-0.31%2026-03-312026-04-28

ORCL ORACLE CORP39.4K shares13.96%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC181.1K shares61.83%2026-03-312026-04-28

VOE VANGUARD INDEX FDS30.4K shares-1.70%2026-03-312026-04-28

IUSV ISHARES TR52.8K shares-14.21%2026-03-312026-04-28

XES SPDR SERIES TRUST45.9K sharesnew addition2026-03-312026-04-28

VPL VANGUARD INTL EQUITY INDEX F54.5K shares-0.13%2026-03-312026-04-28

CEF SPROTT ASSET MANAGEMENT LP110.4K shares10.23%2026-03-312026-04-28

Sponsored

FEGE RBB FUND TRUST112.0K sharesnew addition2026-03-312026-04-28

TSLA TESLA INC13.8K shares8.31%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-04-28

IEI ISHARES TR42.3K shares-23.34%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS85.4K shares-9.74%2026-03-312026-04-28

VHT VANGUARD WORLD FD18.0K shares-1.67%2026-03-312026-04-28

GSUS GOLDMAN SACHS ETF TR53.7K shares-88.77%2026-03-312026-04-28

PWZ INVESCO EXCH TRADED FD TR II198.9K shares279.83%2026-03-312026-04-28

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F53.9K shares60.28%2026-03-312026-04-28

TROW PRICE T ROWE GROUP INC50.6K shares0.18%2026-03-312026-04-28

EMXC ISHARES INC57.3K shares-10.10%2026-03-312026-04-28

PFE PFIZER INC158.5K shares4.56%2026-03-312026-04-28

SLV ISHARES SILVER TR64.5K shares-13.46%2026-03-312026-04-28

VB VANGUARD INDEX FDS16.7K shares-1.89%2026-03-312026-04-28

GDX VANECK ETF TRUST47.4K shares4.18%2026-03-312026-04-28

CVX CHEVRON CORPORATION20.6K shares-12.46%2026-03-312026-04-28

Sponsored

DBJP DBX ETF TR42.0K shares-0.55%2026-03-312026-04-28

XLU SELECT SECTOR SPDR TR90.9K shares-57.06%2026-03-312026-04-28

TGT TARGET CORP34.0K shares-1.48%2026-03-312026-04-28

SPYM SPDR SERIES TRUST52.5K shares-4.81%2026-03-312026-04-28

NMRK NEWMARK GROUP INC264.7K shares-33.40%2026-03-312026-04-28

VO VANGUARD INDEX FDS13.6K shares31.99%2026-03-312026-04-28

WM WASTE MGMT INC DEL16.7K shares-5.28%2026-03-312026-04-28

SUSA ISHARES TR28.2K shares-4.72%2026-03-312026-04-28

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP17.1K shares-11.52%2026-03-312026-04-28

MO ALTRIA GROUP INC53.6K shares0.84%2026-03-312026-04-28

IXUS ISHARES TR40.7K shares-5.00%2026-03-312026-04-28

CSCO CISCO SYS INC45.3K shares-6.99%2026-03-312026-04-28

GBDC GOLUB CAP BDC INC276.0K shares1.73%2026-03-312026-04-28

IWP ISHARES TR27.0K shares-0.85%2026-03-312026-04-28

BA BOEING CO17.3K shares3.87%2026-03-312026-04-28

PEP PEPSICO INC22.2K shares-4.80%2026-03-312026-04-28

Sponsored

VIRT VIRTU FINL INC78.0K shares4.37%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP18.7K shares0.21%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC6.9K shares4.15%2026-03-312026-04-28

GSIE GOLDMAN SACHS ETF TR76.2K shares-80.32%2026-03-312026-04-28

WFC WELLS FARGO & CO41.2K shares-4.34%2026-03-312026-04-28

ROST ROSS STORES INC14.8K shares0.13%2026-03-312026-04-28

ABT ABBOTT LABORATORIES31.2K shares1.26%2026-03-312026-04-28

JBND J P MORGAN EXCHANGE TRADED F58.8K shares5.55%2026-03-312026-04-28

Sponsored

DFIV DIMENSIONAL ETF TRUST59.6K shares-0.63%2026-03-312026-04-28

ASML ASML HLDG NV2.4K shares-11.91%2026-03-312026-04-28

PG PROCTER & GAMBLE CO21.3K shares7.97%2026-03-312026-04-28

IGSB ISHARES TR58.1K shares-1.88%2026-03-312026-04-28

ESGE ISHARES INC65.3K shares8.62%2026-03-312026-04-28

PDBC INVESCO ACTVELY MNGD ETC FD168.5K sharesnew addition2026-03-312026-04-28

IBHH ISHARES TR123.7K shares-20.07%2026-03-312026-04-28

UNP UNION PAC CORP11.9K shares-4.58%2026-03-312026-04-28

Sponsored

VTEB VANGUARD MUN BD FDS57.9K shares11.72%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST58.8K shares0.01%2026-03-312026-04-28

MSGS MADISON SQUARE GRDN SPRT COR8.8K shares0.00%2026-03-312026-04-28

PFFD GLOBAL X FDS152.4K shares-22.05%2026-03-312026-04-28

MCD MCDONALDS CORP9.0K shares-9.53%2026-03-312026-04-28

SMH VANECK ETF TRUST7.2K shares-22.64%2026-03-312026-04-28

OBDC BLUE OWL CAPITAL CORPORATION241.3K shares829.87%2026-03-312026-04-28

XBI SPDR SERIES TRUST21.5K shares0.46%2026-03-312026-04-28

Sponsored

SCHB SCHWAB STRATEGIC TR109.3K shares-5.01%2026-03-312026-04-28

FNCL FIDELITY COVINGTON TRUST38.3K shares-0.23%2026-03-312026-04-28

IPAC ISHARES TR35.0K shares-9.51%2026-03-312026-04-28

DHR DANAHER CORP DEL14.1K shares-9.18%2026-03-312026-04-28

FTEC FIDELITY COVINGTON TRUST12.8K shares1.21%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR32.0K shares-0.41%2026-03-312026-04-28

VIS VANGUARD WORLD FD8.4K shares-6.36%2026-03-312026-04-28

BMY BRISTOL-MYERS SQUIBB CO43.1K shares0.44%2026-03-312026-04-28

Sponsored

QUAL ISHARES TR13.2K shares38.55%2026-03-312026-04-28

RNG RINGCENTRAL INC67.4K shares-25.40%2026-03-312026-04-28

DMXF ISHARES TR33.1K shares136.50%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC33.9K shares4.25%2026-03-312026-04-28

TCAF T ROWE PRICE ETF INC67.3K shares0.00%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC6.6K shares0.90%2026-03-312026-04-28

KO COCA COLA CO30.7K shares-2.22%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS9.7K shares1.25%2026-03-312026-04-28

Sponsored

SPGI S&P GLOBAL INC5.4K shares-17.69%2026-03-312026-04-28

CIBR FIRST TR EXCHANGE-TRADED FD36.8K shares-51.13%2026-03-312026-04-28

STZ CONSTELLATION BRANDS INC15.3K shares0.55%2026-03-312026-04-28

NOBL PROSHARES TR21.6K shares-1.72%2026-03-312026-04-28

NEM NEWMONT CORP21.0K shares-6.58%2026-03-312026-04-28

SPTL SPDR SERIES TRUST85.6K shares-65.89%2026-03-312026-04-28

EMB ISHARES TR23.6K shares-10.33%2026-03-312026-04-28

GENI GENIUS SPORTS LIMITED494.2K shares0.89%2026-03-312026-04-28

Sponsored

SCHA SCHWAB STRATEGIC TR74.8K shares-0.50%2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L57.0K shares-4.04%2026-03-312026-04-28

JMUB J P MORGAN EXCHANGE TRADED F42.4K shares17.12%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND4.5K shares-2.24%2026-03-312026-04-28

EWU ISHARES TR46.1K shares1.99%2026-03-312026-04-28

IBB ISHARES TR12.0K shares5.88%2026-03-312026-04-28

WY WEYERHAEUSER CO81.7K shares3.64%2026-03-312026-04-28

IBIF ISHARES TR76.0K shares2.15%2026-03-312026-04-28

Sponsored

BOXX EA SERIES TRUST17.1K shares17.06%2026-03-312026-04-28

SOXX ISHARES TR6.0K shares-1.79%2026-03-312026-04-28

IDEV ISHARES TR23.1K shares-20.31%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II26.2K shares-56.75%2026-03-312026-04-28

EWC ISHARES INC34.8K shares-0.97%2026-03-312026-04-28

ECL ECOLAB INC7.1K shares-0.87%2026-03-312026-04-28

VOX VANGUARD WORLD FD10.4K shares-15.75%2026-03-312026-04-28

ZTS ZOETIS INC15.8K shares-5.61%2026-03-312026-04-28

Sponsored

GCOR GOLDMAN SACHS ETF TR44.4K shares-7.39%2026-03-312026-04-28

NEE NEXTERA ENERGY INC19.7K shares-18.60%2026-03-312026-04-28

TIP ISHARES TR16.4K shares0.01%2026-03-312026-04-28

TJX TJX COS INC NEW11.2K shares-2.86%2026-03-312026-04-28

USMV ISHARES TR19.2K shares-6.13%2026-03-312026-04-28

IWO ISHARES TR5.6K shares-7.22%2026-03-312026-04-28

NKE NIKE INC32.7K shares1.95%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC15.2K shares2.54%2026-03-312026-04-28

Sponsored

DYNF BLACKROCK ETF TRUST29.6K shares119.03%2026-03-312026-04-28

XLB SELECT SECTOR SPDR TR34.4K shares32.21%2026-03-312026-04-28

ESML ISHARES TR36.3K shares71.33%2026-03-312026-04-28

ESGV VANGUARD WORLD FD15.1K shares-3.40%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR18.9K shares-7.63%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F29.0K shares-18.12%2026-03-312026-04-28

LAZARD INC LAZARD INC38.5K shares0.80%2026-03-312026-04-28

VSDB VANGUARD MALVERN FDS21.0K shares10.89%2026-03-312026-04-28

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DVY ISHARES TR10.5K shares-8.75%2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO4.9K shares-9.28%2026-03-312026-04-28

EPP ISHARES INC29.7K shares-0.45%2026-03-312026-04-28

ICSH ISHARES TR30.7K shares559.50%2026-03-312026-04-28

MA MASTERCARD INCORPORATED3.1K shares-1.21%2026-03-312026-04-28

XJH ISHARES TR33.7K shares23.45%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS20.7K shares11.50%2026-03-312026-04-28

FBND FIDELITY MERRIMACK STR TR33.1K shares-66.65%2026-03-312026-04-28

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CMCSA COMCAST CORP NEW52.6K shares2.88%2026-03-312026-04-28

IHI ISHARES TR28.0K shares5.01%2026-03-312026-04-28

NG NOVAGOLD RESOURCES INC166.4K shares-39.65%2026-03-312026-04-28

EMNT PIMCO ETF TR15.0K shares11.81%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC7.3K shares-0.11%2026-03-312026-04-28

EMXF ISHARES TR30.8K shares82.82%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP2.4K shares5.66%2026-03-312026-04-28

DIS DISNEY WALT CO15.2K shares7.66%2026-03-312026-04-28

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CRM SALESFORCE INC7.8K shares11.28%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR49.9K shares-90.66%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F18.7K shares-5.47%2026-03-312026-04-28

HEDJ WISDOMTREE TR26.8K shares0.00%2026-03-312026-04-28

MGK VANGUARD WORLD FD3.8K shares-61.35%2026-03-312026-04-28

EG EVEREST GROUP LTD4.2K shares0.14%2026-03-312026-04-28

USFR WISDOMTREE TR27.0K shares45.71%2026-03-312026-04-28

INTC INTEL CORP30.7K shares-0.73%2026-03-312026-04-28

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ADPT ADAPTIVE BIOTECHNOLOGIES COR97.2K shares0.00%2026-03-312026-04-28

HLT HILTON WORLDWIDE HLDGS INC4.4K shares-1.31%2026-03-312026-04-28

MPLX MPLX LP23.5K shares2.28%2026-03-312026-04-28

XSOE WISDOMTREE TR33.1K shares0.03%2026-03-312026-04-28

MKC MCCORMICK & CO INC26.2K shares8.77%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II25.3K shares-64.40%2026-03-312026-04-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F19.0K shares-2.46%2026-03-312026-04-28

TR TOOTSIE ROLL INDS INC30.5K shares19.59%2026-03-312026-04-28

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FDIS FIDELITY COVINGTON TRUST13.8K shares2.44%2026-03-312026-04-28

VBR VANGUARD INDEX FDS5.9K shares-5.65%2026-03-312026-04-28

AVUS AMERICAN CENTY ETF TR11.0K shares0.21%2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW18.4K shares3.57%2026-03-312026-04-28

SPDR SERIES TRUST SPDR SERIES TRUST12.5K shares25.19%2026-03-312026-04-28

EFG ISHARES TR10.7K shares20.92%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC4.4K shares2.04%2026-03-312026-04-28

ITA ISHARES TR5.4K shares-3.26%2026-03-312026-04-28

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IDV ISHARES TR27.9K shares2.20%2026-03-312026-04-28

LMNR LIMONEIRA CO88.2K sharesnew addition2026-03-312026-04-28

HTBK HERITAGE COMM CORP92.6K shares0.00%2026-03-312026-04-28

LVHI LEGG MASON ETF INVT28.7K shares17.48%2026-03-312026-04-28

MODG CALLAWAY GOLF CO83.4K shares0.00%2026-03-312026-04-28

OUNZ VANECK MERK GOLD ETF25.5K shares0.00%2026-03-312026-04-28

ZBH ZIMMER BIOMET HOLDINGS INC12.6K shares0.66%2026-03-312026-04-28

CHKP CHECK POINT SOFTWARE TECH LT8.0K shares5.74%2026-03-312026-04-28

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BE BLOOM ENERGY CORP8.4K shares-3.78%2026-03-312026-04-28

BBAX J P MORGAN EXCHANGE TRADED F19.1K shares-0.18%2026-03-312026-04-28

DGRW WISDOMTREE TR12.9K shares-0.01%2026-03-312026-04-28

OZ BELPOINTE PREP LLC21.2K shares0.00%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR22.7K shares0.00%2026-03-312026-04-28

BBIN J P MORGAN EXCHANGE TRADED F15.0K shares0.00%2026-03-312026-04-28

PSA PUBLIC STORAGE OPER CO4.0K shares0.30%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE3.8K sharesnew addition2026-03-312026-04-28

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CB CHUBB LTD SWITZ3.3K shares0.36%2026-03-312026-04-28

JPIE J P MORGAN EXCHANGE TRADED F23.6K shares0.00%2026-03-312026-04-28

VYMI VANGUARD WHITEHALL FDS11.5K shares0.02%2026-03-312026-04-28

MCO MOODYS CORP2.4K shares-6.42%2026-03-312026-04-28

KBWB INVESCO EXCH TRADED FD TR II13.1K shares1.61%2026-03-312026-04-28

AIRR FIRST TR EXCHANGE TRADED FD9.3K shares8.16%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP1.1K shares-1.20%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC6.4K shares-63.20%2026-03-312026-04-28

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GEV GE VERNOVA INC1.2K shares59.15%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR39.4K shares-1.71%2026-03-312026-04-28

IEF ISHARES TR10.5K shares-65.78%2026-03-312026-04-28

BN BROOKFIELD CORP24.6K shares0.54%2026-03-312026-04-28

IEUR ISHARES TR13.9K shares-0.19%2026-03-312026-04-28

DXJ WISDOMTREE TR6.1K shares9.19%2026-03-312026-04-28

IWD ISHARES TR4.5K shares-1.86%2026-03-312026-04-28

TOTALENERGIES SE TOTALENERGIES SE10.7K shares5.53%2026-03-312026-04-28

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EPI WISDOMTREE TR23.8K shares-2.59%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC2.9K shares6.74%2026-03-312026-04-28

SBUX STARBUCKS CORP10.7K shares6.52%2026-03-312026-04-28

EMR EMERSON ELEC CO7.3K shares-11.28%2026-03-312026-04-28

FVD FIRST TR EXCHANGE-TRADED FD20.3K shares-0.13%2026-03-312026-04-28

BCAL CALIFORNIA BANCORP53.6K shares0.00%2026-03-312026-04-28

EWG ISHARES INC23.8K shares-51.89%2026-03-312026-04-28

ALNY ALNYLAM PHARMACEUTICALS INC2.8K shares1.29%2026-03-312026-04-28

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ESGU ISHARES TR6.6K shares-15.35%2026-03-312026-04-28

VCR VANGUARD WORLD FD2.5K shares-3.04%2026-03-312026-04-28

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.2K shares-6.31%2026-03-312026-04-28

ADI ANALOG DEVICES INC2.7K shares3.55%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP9.2K shares-23.63%2026-03-312026-04-28

ILMN ILLUMINA INC7.0K shares-1.97%2026-03-312026-04-28

IBHI ISHARES TR36.5K sharesnew addition2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN14.3K shares8.11%2026-03-312026-04-28

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H HYATT HOTELS CORP5.8K shares0.17%2026-03-312026-04-28

GRMN GARMIN LTD3.6K shares-32.12%2026-03-312026-04-28

FBT FIRST TR EXCHANGE-TRADED FD4.2K shares0.87%2026-03-312026-04-28

DWM WISDOMTREE TR11.8K shares-18.84%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC970 shares-9.43%2026-03-312026-04-28

CGXU CAPITAL GROUP INTL FOCUS EQT27.4K shares-13.89%2026-03-312026-04-28

MMM 3M CO5.5K shares-8.09%2026-03-312026-04-28

TECK TECK RESOURCES LTD15.5K shares22.95%2026-03-312026-04-28

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ELV ELEVANCE HEALTH INC FORMERLY2.7K shares0.37%2026-03-312026-04-28

VV VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-04-28

HLN HALEON PLC79.9K shares-7.65%2026-03-312026-04-28

MSGE MADISON SQUARE GARDEN ENTMT13.5K shares0.00%2026-03-312026-04-28

SBR SABINE RTY TR10.6K shares0.00%2026-03-312026-04-28

MS MORGAN STANLEY4.8K shares-0.25%2026-03-312026-04-28

APG API GROUP CORP19.4K shares0.00%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC184 shares-8.00%2026-03-312026-04-28

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RDWR RADWARE LTD29.4K shares0.00%2026-03-312026-04-28

TWLO TWILIO INC6.1K shares-4.01%2026-03-312026-04-28

IJS ISHARES TR6.5K shares-3.45%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD11.2K shares44.59%2026-03-312026-04-28

HYMB SPDR SERIES TRUST30.6K shares0.00%2026-03-312026-04-28

MRNA MODERNA INC14.9K shares-17.14%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR6.8K shares0.09%2026-03-312026-04-28

LMBS FIRST TR EXCHANGE-TRADED FD15.1K shares1.74%2026-03-312026-04-28

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COP CONOCOPHILLIPS5.7K shares-0.12%2026-03-312026-04-28

FHLC FIDELITY COVINGTON TRUST10.6K shares3.71%2026-03-312026-04-28

HON HONEYWELL INTL INC3.3K shares1.11%2026-03-312026-04-28

AVAV AEROVIRONMENT INC4.0K shares7.55%2026-03-312026-04-28

IJJ ISHARES TR5.6K shares0.04%2026-03-312026-04-28

FI FISERV INC13.1K shares-3.67%2026-03-312026-04-28

AFL AFLAC INC6.7K shares-0.39%2026-03-312026-04-28

TMSL T ROWE PRICE ETF INC19.9K shares-31.19%2026-03-312026-04-28

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DJAN FIRST TR EXCHNG TRADED FD VI17.1K shares-33.53%2026-03-312026-04-28

VDE VANGUARD WORLD FD4.2K shares1.44%2026-03-312026-04-28

ADBE ADOBE INC3.0K shares-12.30%2026-03-312026-04-28

COPX GLOBAL X FDS9.4K shares20.38%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST10.1K shares-7.46%2026-03-312026-04-28

PDN INVESCO EXCH TRADED FD TR II16.3K shares0.00%2026-03-312026-04-28

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES9.2K sharesnew addition2026-03-312026-04-28

MTUM ISHARES TR2.9K shares6.74%2026-03-312026-04-28

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BFST BUSINESS FIRST BANCSHARES IN25.5K shares-73.41%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC11.8K shares15.25%2026-03-312026-04-28

IYF ISHARES TR5.8K shares0.12%2026-03-312026-04-28

FIDU FIDELITY COVINGTON TRUST7.9K shares3.06%2026-03-312026-04-28

FENY FIDELITY COVINGTON TRUST20.0K shares0.01%2026-03-312026-04-28

CSX CSX CORP16.5K shares-1.83%2026-03-312026-04-28

MCK MCKESSON CORP777 shares4.02%2026-03-312026-04-28

VTR VENTAS INC8.2K shares-3.31%2026-03-312026-04-28

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UNILEVER PLC UNILEVER PLC11.7K shares108.78%2026-03-312026-04-28

PZA INVESCO EXCH TRADED FD TR II29.2K shares0.00%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC13.2K shares-0.32%2026-03-312026-04-28

MFC MANULIFE FINL CORP19.3K shares3.52%2026-03-312026-04-28

KLAC KLA CORP450 shares-43.47%2026-03-312026-04-28

MSI MOTOROLA SOLUTIONS INC1.5K shares8.35%2026-03-312026-04-28

QTEC FIRST TR EXCHANGE-TRADED FD3.1K shares0.03%2026-03-312026-04-28

LOW LOWES COS INC2.8K shares15.00%2026-03-312026-04-28

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KEYS KEYSIGHT TECHNOLOGIES INC2.3K shares-9.90%2026-03-312026-04-28

PII POLARIS INC12.0K shares0.00%2026-03-312026-04-28

PWR QUANTA SVCS INC1.2K shares-24.87%2026-03-312026-04-28

ACWI ISHARES TR4.7K shares18.58%2026-03-312026-04-28

MAR MARRIOTT INTL INC NEW2.0K shares-22.35%2026-03-312026-04-28

IWS ISHARES TR4.4K shares-2.80%2026-03-312026-04-28

SHY ISHARES TR7.7K shares-63.19%2026-03-312026-04-28

PAAS PAN AMERN SILVER CORP11.6K shares-38.95%2026-03-312026-04-28

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EWJ ISHARES INC7.5K shares9.71%2026-03-312026-04-28

INCY INCYTE CORP6.7K shares-5.45%2026-03-312026-04-28

KKR & CO INC KKR & CO INC6.7K shares-9.08%2026-03-312026-04-28

IUSB ISHARES TR13.4K shares21.80%2026-03-312026-04-28

USB US BANCORP11.7K shares-0.15%2026-03-312026-04-28

SDY SPDR SERIES TRUST4.2K shares-1.40%2026-03-312026-04-28

TRN TRINITY INDS INC18.5K shares-0.54%2026-03-312026-04-28

URTH ISHARES INC3.3K shares0.03%2026-03-312026-04-28

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KMI KINDER MORGAN INC DEL17.7K shares-2.55%2026-03-312026-04-28

GWW WW GRAINGER INC540 shares0.56%2026-03-312026-04-28

SATS ECHOSTAR CORP5.0K shares11.11%2026-03-312026-04-28

AMP AMERIPRISE FINL INC1.3K shares0.08%2026-03-312026-04-28

OKTA OKTA INC7.3K shares2.57%2026-03-312026-04-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-31.92%2026-03-312026-04-28

APH AMPHENOL CORP4.4K shares1.99%2026-03-312026-04-28

INDA ISHARES TR11.9K shares-27.68%2026-03-312026-04-28

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EWS ISHARES INC19.8K shares-18.84%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS5.9K shares0.00%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR22.3K shares0.36%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC3.3K shares11.24%2026-03-312026-04-28

FDS FACTSET RESH SYS INC2.5K shares0.40%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED F10.7K shares19.02%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares1.40%2026-03-312026-04-28

IFN ABERDEEN INDIA FD INC47.5K shares90.00%2026-03-312026-04-28

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PSX PHILLIPS 662.9K shares-4.51%2026-03-312026-04-28

USHY ISHARES TR14.3K shares-8.97%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC1.3K shares-1.56%2026-03-312026-04-28

DBEU DBX ETF TR10.7K shares0.00%2026-03-312026-04-28

EWH ISHARES INC22.5K sharesnew addition2026-03-312026-04-28

SHEL SHELL PLC5.5K shares6.29%2026-03-312026-04-28

AZO AUTOZONE INC152 shares-23.23%2026-03-312026-04-28

SO SOUTHERN CO5.3K shares2.21%2026-03-312026-04-28

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EW EDWARDS LIFESCIENCES CORP6.3K shares-1.51%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS5.7K shares-6.72%2026-03-312026-04-28

F FORD MTR CO43.7K shares2.35%2026-03-312026-04-28

SPHR SPHERE ENTERTAINMENT CO4.3K shares0.00%2026-03-312026-04-28

QCJA FIRST TR EXCHNG TRADED FD VI23.1K sharesnew addition2026-03-312026-04-28

IBHF ISHARES TR21.6K shares-7.92%2026-03-312026-04-28

VRSK VERISK ANALYTICS INC2.6K shares-7.96%2026-03-312026-04-28

T AT&T INC17.0K shares-2.62%2026-03-312026-04-28

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GREK GLOBAL X FDS7.7K shares-43.65%2026-03-312026-04-28

IJK ISHARES TR4.8K shares0.02%2026-03-312026-04-28

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.2K shares0.46%2026-03-312026-04-28

IBTG ISHARES TR21.0K shares0.00%2026-03-312026-04-28

JAAA JANUS DETROIT STR TR9.4K shares-68.23%2026-03-312026-04-28

IT GARTNER INC3.0K shares14.14%2026-03-312026-04-28

ARM ARM HOLDINGS PLC3.1K shares-66.65%2026-03-312026-04-28

GCAL GOLDMAN SACHS ETF TR9.1K shares0.00%2026-03-312026-04-28

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MDY STATE STR SPDR S&P MIDCAP 40741 shares0.00%2026-03-312026-04-28

NVS NOVARTIS AG3.0K sharesnew addition2026-03-312026-04-28

VSGX VANGUARD WORLD FD6.3K shares0.00%2026-03-312026-04-28

FSTA FIDELITY COVINGTON TRUST8.6K shares0.00%2026-03-312026-04-28

FTNT FORTINET INC5.5K shares2.26%2026-03-312026-04-28

SPG SIMON PPTY GROUP INC NEW2.4K shares1.31%2026-03-312026-04-28

TXN TEXAS INSTRS INC2.3K shares0.39%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.37%2026-03-312026-04-28

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XJR ISHARES TR10.1K shares49.12%2026-03-312026-04-28

TCHP T ROWE PRICE ETF INC9.9K shares0.00%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC1.5K shares1.90%2026-03-312026-04-28

OKE ONEOK INC NEW4.8K shares0.23%2026-03-312026-04-28

FPE FIRST TR EXCH TRADED FD III24.6K shares-55.46%2026-03-312026-04-28

GDXJ VANECK ETF TRUST3.6K shares4.36%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS9.0K shares-8.97%2026-03-312026-04-28

ROK ROCKWELL AUTOMATION INC1.2K shares-0.25%2026-03-312026-04-28

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GJUN FIRST TR EXCHNG TRADED FD VI10.9K shares0.00%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.1K shares0.00%2026-03-312026-04-28

IYW ISHARES TR2.3K shares-14.11%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC2.9K shares18.68%2026-03-312026-04-28

WSC WILLSCOT HLDGS CORP24.0K shares-0.42%2026-03-312026-04-28

FLTR VANECK ETF TRUST16.2K shares-73.69%2026-03-312026-04-28

FREL FIDELITY COVINGTON TRUST15.2K shares-10.68%2026-03-312026-04-28

PDD PDD HOLDINGS INC4.0K shares0.13%2026-03-312026-04-28

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CRWD CROWDSTRIKE HLDGS INC1.0K shares0.00%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC1.5K shares-37.13%2026-03-312026-04-28

IWV ISHARES TR1.0K shares-9.31%2026-03-312026-04-28

OWL BLUE OWL CAPITAL INC41.9K shares10.52%2026-03-312026-04-28

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP42.0K shares38.82%2026-03-312026-04-28

XYL XYLEM INC3.2K shares7.02%2026-03-312026-04-28

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.4K shares0.78%2026-03-312026-04-28

OMF ONEMAIN HLDGS INC7.0K sharesnew addition2026-03-312026-04-28

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VTWO VANGUARD SCOTTSDALE FDS3.7K shares0.00%2026-03-312026-04-28

CMI CUMMINS INC685 shares-2.70%2026-03-312026-04-28

ICVT ISHARES TR3.6K shares-0.95%2026-03-312026-04-28

IWN ISHARES TR1.9K shares0.10%2026-03-312026-04-28

FAST FASTENAL CO7.8K shares3.84%2026-03-312026-04-28

IWC ISHARES TR2.3K shares2.92%2026-03-312026-04-28

CVS CVS HEALTH CORP5.0K shares-2.37%2026-03-312026-04-28

MLM MARTIN MARIETTA MATLS INC599 shares1.53%2026-03-312026-04-28

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QQEW FIRST TR EXCHANGE-TRADED FD2.8K shares0.00%2026-03-312026-04-28

WELL WELLTOWER INC1.8K shares-4.20%2026-03-312026-04-28

MMC MARSH & MCLENNAN COS INC2.0K shares1.41%2026-03-312026-04-28

CMF ISHARES TR6.2K sharesnew addition2026-03-312026-04-28

XLRE SELECT SECTOR SPDR TR8.6K shares-0.66%2026-03-312026-04-28

CRWV COREWEAVE INC4.5K shares43.52%2026-03-312026-04-28

DOC HEALTHPEAK PROPERTIES INC21.1K shares0.19%2026-03-312026-04-28

DE DEERE & CO614 shares-2.38%2026-03-312026-04-28

Sponsored

PNC PNC FINL SVCS GROUP INC1.7K sharesnew addition2026-03-312026-04-28

XYZ BLOCK INC5.7K shares-5.72%2026-03-312026-04-28

HDEF DBX ETF TR10.7K shares0.00%2026-03-312026-04-28

PYPL PAYPAL HLDGS INC7.5K shares-14.18%2026-03-312026-04-28

IFRA ISHARES TR5.9K shares-40.38%2026-03-312026-04-28

EWA ISHARES INC12.2K shares2.06%2026-03-312026-04-28

FNF FIDELITY NATL FINL INC7.3K shares-0.41%2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP1.2K shares-0.17%2026-03-312026-04-28

Sponsored

AIQ GLOBAL X FDS7.2K shares-13.23%2026-03-312026-04-28

VLUE ISHARES TR2.4K shares0.00%2026-03-312026-04-28

PGR PROGRESSIVE CORP1.7K shares-5.50%2026-03-312026-04-28

IDA IDACORP INC2.3K shares18.96%2026-03-312026-04-28

AMAT APPLIED MATLS INC972 sharesnew addition2026-03-312026-04-28

CME CME GROUP INC1.1K shares1.36%2026-03-312026-04-28

HOOD ROBINHOOD MKTS INC4.8K sharesnew addition2026-03-312026-04-28

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-04-28

Sponsored

VFMO VANGUARD WELLINGTON FD1.7K shares10.01%2026-03-312026-04-28

HAE HAEMONETICS CORP MASS5.8K sharesnew addition2026-03-312026-04-28

BBT BEACON FINANCIAL CORP.10.8K shares0.00%2026-03-312026-04-28

LHX L3HARRIS TECHNOLOGIES INC935 shares0.54%2026-03-312026-04-28

VANGUARD INDEX FDS

52.74%

Shares632.5K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

23.42%

Shares2.7M

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares717.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-4.75%

Shares485.5K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

21.27%

Shares1.7M

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-1.81%

Shares177.5K

Event2026-03-31

Filed2026-04-28

APP

APPLOVIN CORP

-37.93%

Shares242.7K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

4.25%

Shares1.1M

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

46.60%

Shares801.5K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

15.66%

Shares662.3K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-4.80%

Shares159.4K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.78%

Shares330.5K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-13.61%

Shares71.9K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-16.30%

Shares141.1K

Event2026-03-31

Filed2026-04-28

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares503.9K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

1.37%

Shares137.6K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-0.03%

Shares166.9K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-1.20%

Shares79.3K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

64.87%

Shares315.6K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

0.00%

Shares85.2K

Event2026-03-31

Filed2026-04-28

BBUS

J P MORGAN EXCHANGE TRADED F

-67.70%

Shares255.7K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

4.64%

Shares69.3K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

-2.28%

Shares152.7K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

51.01%

Shares354.6K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

-0.40%

Shares721.8K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-1.99%

Shares126.3K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

2.28%

Shares42.2K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

-15.27%

Shares179.0K

Event2026-03-31

Filed2026-04-28

VGT

VANGUARD WORLD FD

-0.79%

Shares34.1K

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

6.74%

Shares142.5K

Event2026-03-31

Filed2026-04-28

PROSHARES TR

New

Shares602.9K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-22.30%

Shares76.6K

Event2026-03-31

Filed2026-04-28

EVOLUTION METALS & TECH CORP

New

Shares3.0M

Event2026-03-31

Filed2026-04-28

DGRO

ISHARES TR

-1.93%

Shares300.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-4.16%

Shares72.0K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-0.46%

Shares18.6K

Event2026-03-31

Filed2026-04-28

UUUU

ENERGY FUELS INC

-43.83%

Shares942.6K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

53.52%

Shares136.9K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

-4.25%

Shares228.1K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

19.28%

Shares152.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

1.13%

Shares22.7K

Event2026-03-31

Filed2026-04-28

GBIL

GOLDMAN SACHS ETF TR

15.55%

Shares157.9K

Event2026-03-31

Filed2026-04-28

STNC

HENNESSY FDS TR

139.88%

Shares462.4K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

0.09%

Shares431.2K

Event2026-03-31

Filed2026-04-28

VANGUARD INTL EQUITY INDEX F

18.55%

Shares103.3K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

22.42%

Shares56.7K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

1.00%

Shares63.8K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.52%

Shares202.3K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-0.41%

Shares14.7K

Event2026-03-31

Filed2026-04-28

BGC

BGC GROUP INC

-31.38%

Shares1.4M

Event2026-03-31

Filed2026-04-28

PAVE

GLOBAL X FDS

1.26%

Shares261.3K

Event2026-03-31

Filed2026-04-28

IBDU

ISHARES TR

9.44%

Shares562.1K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

19.92%

Shares42.2K

Event2026-03-31

Filed2026-04-28

PFF

ISHARES TR

-4.16%

Shares426.4K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

-33.34%

Shares85.6K

Event2026-03-31

Filed2026-04-28

USIG

ISHARES TR

-3.25%

Shares238.0K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-3.93%

Shares25.4K

Event2026-03-31

Filed2026-04-28

VOT

VANGUARD INDEX FDS

0.86%

Shares47.0K

Event2026-03-31

Filed2026-04-28

MOAT

VANECK ETF TRUST

-0.80%

Shares123.9K

Event2026-03-31

Filed2026-04-28

HEZU

ISHARES TR

-0.55%

Shares257.6K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-33.48%

Shares25.7K

Event2026-03-31

Filed2026-04-28

XLF

SELECT SECTOR SPDR TR

-36.24%

Shares227.1K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

-0.00%

Shares92.2K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

371.57%

Shares226.0K

Event2026-03-31

Filed2026-04-28

DFAT

DIMENSIONAL ETF TRUST

-0.53%

Shares175.8K

Event2026-03-31

Filed2026-04-28

GSAT

GLOBALSTAR INC

6.20%

Shares163.5K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-2.79%

Shares72.4K

Event2026-03-31

Filed2026-04-28