Sponsored

The Analysis of Robinswood Financial LLC's Holdings & P&L

Currently, Robinswood Financial LLC holds 192 types of securities in its portfolio with a total value $79.3M. In the most recent quarter, they have increased their positions in VMBS (+333.6K shares, valued at $15.7M), DFIV (+249.5K shares, valued at $13.2M), DFIS (+277.8K shares, valued at $9.4M); initiated new positions in VMBS (+333.6K shares, valued at $15.7M), DFIV (+249.5K shares, valued at $13.2M), DFIS (+277.8K shares, valued at $9.4M).

1M P&L

+179.6K+0.22%

3M P&L

+282.7K+0.35%

HY P&L

+1.3M+1.58%

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/A73.8M

94.1%

2Discount Stores1.7M

2.1%

3Oil & Gas Integrated568.1K

0.7%

Top Industries by Stock Count

1N/A81 stocks

51.3%

2Utilities - Regulated Electric6 stocks

3.8%

3Software - Application5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VMBS VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES333.6K sharesnew addition2026-03-312026-06-09

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF249.5K sharesnew addition2026-03-312026-06-09

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF277.8K sharesnew addition2026-03-312026-06-09

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF140.0K sharesnew addition2026-03-312026-06-09

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF46.9K sharesnew addition2026-03-312026-06-09

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF76.7K sharesnew addition2026-03-312026-06-09

PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF84.3K sharesnew addition2026-03-312026-06-09

BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES63.3K sharesnew addition2026-03-312026-06-09

Sponsored

GAL STATE STREET GLOBAL ALLOCATION ETF43.7K sharesnew addition2026-03-312026-06-09

COST COSTCO WHSL CORP NEW1.7K sharesnew addition2026-03-312026-06-09

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF16.6K sharesnew addition2026-03-312026-06-09

QQQM INVESCO NASDAQ 100 ETF4.6K sharesnew addition2026-03-312026-06-09

GLD SPDR GOLD SHARES2.4K sharesnew addition2026-03-312026-06-09

PCY INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF42.0K sharesnew addition2026-03-312026-06-09

DLS WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND10.2K sharesnew addition2026-03-312026-06-09

STIP ISHARES 0-5 YEAR TIPS BOND ETF6.5K sharesnew addition2026-03-312026-06-09

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF13.1K sharesnew addition2026-03-312026-06-09

XOM EXXON MOBIL CORP3.3K sharesnew addition2026-03-312026-06-09

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND4.9K sharesnew addition2026-03-312026-06-09

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF12.0K sharesnew addition2026-03-312026-06-09

NVDA NVIDIA CORP2.5K sharesnew addition2026-03-312026-06-09

SPY STATE STREET SPDR S&P 500 ETF TRUST626 sharesnew addition2026-03-312026-06-09

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A1.0K sharesnew addition2026-03-312026-06-09

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF3.8K sharesnew addition2026-03-312026-06-09

Sponsored

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF4.0K sharesnew addition2026-03-312026-06-09

DFAS DIMENSIONAL U.S. SMALL CAP ETF2.9K sharesnew addition2026-03-312026-06-09

MPC MARATHON PETE CORP829 sharesnew addition2026-03-312026-06-09

META META PLATFORMS INC CLASS CLASS A348 sharesnew addition2026-03-312026-06-09

BROADCOM INC BROADCOM INC538 sharesnew addition2026-03-312026-06-09

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF1.9K sharesnew addition2026-03-312026-06-09

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN1.8K sharesnew addition2026-03-312026-06-09

MMM 3M CO964 sharesnew addition2026-03-312026-06-09

Sponsored

MERCK & CO. INC. MERCK & CO. INC.1.1K sharesnew addition2026-03-312026-06-09

XYLD GLOBAL X S&P 500 COVEREDCALL ETF3.1K sharesnew addition2026-03-312026-06-09

JPM JPMORGAN CHASE & CO379 sharesnew addition2026-03-312026-06-09

VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES2.1K sharesnew addition2026-03-312026-06-09

VDE VANGUARD ENERGY INDEX FUND ETF SHARES565 sharesnew addition2026-03-312026-06-09

SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF1.8K sharesnew addition2026-03-312026-06-09

SMH VANECK SEMICONDUCTOR ETF248 sharesnew addition2026-03-312026-06-09

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF1.9K sharesnew addition2026-03-312026-06-09

Sponsored

GS GOLDMAN SACHS GROUP INC106 sharesnew addition2026-03-312026-06-09

TSLA TESLA INC220 sharesnew addition2026-03-312026-06-09

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES115 sharesnew addition2026-03-312026-06-09

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF2.2K sharesnew addition2026-03-312026-06-09

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND1.5K sharesnew addition2026-03-312026-06-09

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF785 sharesnew addition2026-03-312026-06-09

GEV GE VERNOVA INC90 sharesnew addition2026-03-312026-06-09

VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES232 sharesnew addition2026-03-312026-06-09

Sponsored

NFLX NETFLIX INC650 sharesnew addition2026-03-312026-06-09

GNMA ISHARES GNMA BOND ETF1.4K sharesnew addition2026-03-312026-06-09

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C200 sharesnew addition2026-03-312026-06-09

ORCL ORACLE CORP369 sharesnew addition2026-03-312026-06-09

COP CONOCOPHILLIPS400 sharesnew addition2026-03-312026-06-09

ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS40 sharesnew addition2026-03-312026-06-09

MEDTRONIC PLC F MEDTRONIC PLC F585 sharesnew addition2026-03-312026-06-09

NEE NEXTERA ENERGY INC542 sharesnew addition2026-03-312026-06-09

Sponsored

FCX FREEPORT-MCMORAN INC823 sharesnew addition2026-03-312026-06-09

SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF943 sharesnew addition2026-03-312026-06-09

VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES129 sharesnew addition2026-03-312026-06-09

VFH VANGUARD FINANCIALS INDEX FUND ETF SHARES350 sharesnew addition2026-03-312026-06-09

RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF765 sharesnew addition2026-03-312026-06-09

BLACKROCK INC NEW BLACKROCK INC NEW42 sharesnew addition2026-03-312026-06-09

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF415 sharesnew addition2026-03-312026-06-09

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF548 sharesnew addition2026-03-312026-06-09

Sponsored

SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS3.4K sharesnew addition2026-03-312026-06-09

GM GENERAL MTRS CO509 sharesnew addition2026-03-312026-06-09

CEG CONSTELLATION ENERGY COR132 sharesnew addition2026-03-312026-06-09

V VISA INC CLASS CLASS A116 sharesnew addition2026-03-312026-06-09

KMI KINDER MORGAN INC DEL1.0K sharesnew addition2026-03-312026-06-09

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF690 sharesnew addition2026-03-312026-06-09

UBS UBS GROUP AG F798 sharesnew addition2026-03-312026-06-09

BGRN ISHARES USD GREEN BOND ETF647 sharesnew addition2026-03-312026-06-09

Sponsored

T AT&T INC1.0K sharesnew addition2026-03-312026-06-09

TOTALENERGIES F TOTALENERGIES F299 sharesnew addition2026-03-312026-06-09

VZ VERIZON COMMUNICATIONS I531 sharesnew addition2026-03-312026-06-09

IEFA ISHARES CORE MSCI EAFE ETF293 sharesnew addition2026-03-312026-06-09

PYPL PAYPAL HLDGS INC578 sharesnew addition2026-03-312026-06-09

MA MASTERCARD INC CLASS CLASS A50 sharesnew addition2026-03-312026-06-09

SPMO INVESCO S&P 500 MOMENTUMETF214 sharesnew addition2026-03-312026-06-09

JCI JOHNSON CONTROLS INT F173 sharesnew addition2026-03-312026-06-09

Sponsored

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF495 sharesnew addition2026-03-312026-06-09

ASTRAZENECA PLC F ASTRAZENECA PLC F109 sharesnew addition2026-03-312026-06-09

UNH UNITEDHEALTH GROUP INC78 sharesnew addition2026-03-312026-06-09

SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS432 sharesnew addition2026-03-312026-06-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW157 sharesnew addition2026-03-312026-06-09

WELL WELLTOWER INC REIT102 sharesnew addition2026-03-312026-06-09

DB DEUTSCHE BANK AG FCLASS CLASS N666 sharesnew addition2026-03-312026-06-09

EXC EXELON CORP404 sharesnew addition2026-03-312026-06-09

Sponsored

POOL POOL CORP96 sharesnew addition2026-03-312026-06-09

CRM SALESFORCE INC102 sharesnew addition2026-03-312026-06-09

ABBV ABBVIE INC83 sharesnew addition2026-03-312026-06-09

PPL PPL CORP443 sharesnew addition2026-03-312026-06-09

LINDE PLC F LINDE PLC F34 sharesnew addition2026-03-312026-06-09

ISRG INTUITIVE SURGICAL INC36 sharesnew addition2026-03-312026-06-09

BN BROOKFIELD CORP FCLASS A396 sharesnew addition2026-03-312026-06-09

XBI STATE STREET SPDR S&P BIOTECH ETF125 sharesnew addition2026-03-312026-06-09

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF228 sharesnew addition2026-03-312026-06-09

XLRE STATE STREET REAL ESTATESELECT SECTOR SPDR ETF389 sharesnew addition2026-03-312026-06-09

GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS285 sharesnew addition2026-03-312026-06-09

IUSB ISHARES CORE UNIVERSAL USD BOND ETF339 sharesnew addition2026-03-312026-06-09

PLD PROLOGIS INC REIT116 sharesnew addition2026-03-312026-06-09

ADBE ADOBE INC60 sharesnew addition2026-03-312026-06-09

SLV ISHARES SILVER TRUST208 sharesnew addition2026-03-312026-06-09

BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS178 sharesnew addition2026-03-312026-06-09

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF217 sharesnew addition2026-03-312026-06-09

CNP CENTERPOINT ENERGY INC283 sharesnew addition2026-03-312026-06-09

IVT INVENTRUST PPTYS CORP384 sharesnew addition2026-03-312026-06-09

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS66 sharesnew addition2026-03-312026-06-09

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF220 sharesnew addition2026-03-312026-06-09

NOW SERVICENOW INC95 sharesnew addition2026-03-312026-06-09

INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF206 sharesnew addition2026-03-312026-06-09

DGRO ISHARES CORE DIVIDEND GROWTH ETF137 sharesnew addition2026-03-312026-06-09

Sponsored

DPZ DOMINOS PIZZA INC25 sharesnew addition2026-03-312026-06-09

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF154 sharesnew addition2026-03-312026-06-09

CROWN CASTLE INC REIT REIT CROWN CASTLE INC REIT REIT102 sharesnew addition2026-03-312026-06-09

CMCSA COMCAST CORP NEW CLASS A272 sharesnew addition2026-03-312026-06-09

CSB VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF117 sharesnew addition2026-03-312026-06-09

GEHC GE HEALTHCARE TECHNOLOGI100 sharesnew addition2026-03-312026-06-09

BUNGE GLOBAL SA F BUNGE GLOBAL SA F56 sharesnew addition2026-03-312026-06-09

MO ALTRIA GROUP INC100 sharesnew addition2026-03-312026-06-09

Sponsored

INVESCO RAFI US 1500 SMALL-MID ETF INVESCO RAFI US 1500 SMALL-MID ETF140 sharesnew addition2026-03-312026-06-09

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF107 sharesnew addition2026-03-312026-06-09

VGIT VANGUARD INTER-TERM TREAS INDEX FD100 sharesnew addition2026-03-312026-06-09

NXP NUVEEN SELECT TAXFREE IN412 sharesnew addition2026-03-312026-06-09

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF93 sharesnew addition2026-03-312026-06-09

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF94 sharesnew addition2026-03-312026-06-09

ENB ENBRIDGE INC F100 sharesnew addition2026-03-312026-06-09

VLUE ISHARES MSCI USA VALUE FACTOR ETF38 sharesnew addition2026-03-312026-06-09

Sponsored

BNDW VANGUARD TOTAL WORLD BOND ETF77 sharesnew addition2026-03-312026-06-09

CSCO CISCO SYS INC68 sharesnew addition2026-03-312026-06-09

MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF57 sharesnew addition2026-03-312026-06-09

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF142 sharesnew addition2026-03-312026-06-09

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A30 sharesnew addition2026-03-312026-06-09

VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES19 sharesnew addition2026-03-312026-06-09

TE CONNECTIVITY PLC F TE CONNECTIVITY PLC F20 sharesnew addition2026-03-312026-06-09

RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF31 sharesnew addition2026-03-312026-06-09

Sponsored

D DOMINION ENERGY INC59 sharesnew addition2026-03-312026-06-09

WM WASTE MGMT INC DEL15 sharesnew addition2026-03-312026-06-09

RWJ INVESCO S&P SMALLCAP 600REV ETF61 sharesnew addition2026-03-312026-06-09

PCG PG&E CORP167 sharesnew addition2026-03-312026-06-09

UBER UBER TECHNOLOGIES INC40 sharesnew addition2026-03-312026-06-09

DHI D R HORTON INC20 sharesnew addition2026-03-312026-06-09

QUAL ISHARES MSCI USA QUALITYFACTOR ETF14 sharesnew addition2026-03-312026-06-09

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF72 sharesnew addition2026-03-312026-06-09

Sponsored

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF64 sharesnew addition2026-03-312026-06-09

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF119 sharesnew addition2026-03-312026-06-09

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF55 sharesnew addition2026-03-312026-06-09

NIO NIO INC F300 sharesnew addition2026-03-312026-06-09

QS QUANTUMSCAPE CORP CLASS CLASS A270 sharesnew addition2026-03-312026-06-09

ELAN ELANCO ANIMAL HEALTH INC63 sharesnew addition2026-03-312026-06-09

MATCH GROUP INC NEW MATCH GROUP INC NEW48 sharesnew addition2026-03-312026-06-09

USMV ISHARES MSCI USA MIN VOLFACTOR ETF16 sharesnew addition2026-03-312026-06-09

Sponsored

VONE VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES5 sharesnew addition2026-03-312026-06-09

SYSB ISHARES SYSTEMATIC BOND ETF16 sharesnew addition2026-03-312026-06-09

RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A79 sharesnew addition2026-03-312026-06-09

SOLV SOLVENTUM CORP17 sharesnew addition2026-03-312026-06-09

BB BLACKBERRY LTD F337 sharesnew addition2026-03-312026-06-09

PYXIS TANKERS INC F PYXIS TANKERS INC F250 sharesnew addition2026-03-312026-06-09

DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF30 sharesnew addition2026-03-312026-06-09

ATOSSA THERAPEUTICS INC ATOSSA THERAPEUTICS INC170 sharesnew addition2026-03-312026-06-09

Sponsored

BEAM BEAM THERAPEUTICS INC33 sharesnew addition2026-03-312026-06-09

SHLD GLOBAL X DEFENSE TECH ETF11 sharesnew addition2026-03-312026-06-09

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF3 sharesnew addition2026-03-312026-06-09

BIP BROOKFIELD INFRASTRUC LP19 sharesnew addition2026-03-312026-06-09

SEANERGY MARITIME HOLD F SEANERGY MARITIME HOLD F50 sharesnew addition2026-03-312026-06-09

TROX TRONOX HLDGS PLC F60 sharesnew addition2026-03-312026-06-09

IBIT ISHARES BITCOIN TRUST ETF15 sharesnew addition2026-03-312026-06-09

SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF21 sharesnew addition2026-03-312026-06-09

Sponsored

LFVN LIFEVANTAGE CORP112 sharesnew addition2026-03-312026-06-09

EVGO EVGO INC CLASS A250 sharesnew addition2026-03-312026-06-09

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF9 sharesnew addition2026-03-312026-06-09

IREN IREN LTD F12 sharesnew addition2026-03-312026-06-09

LYFT LYFT INC CLASS CLASS A30 sharesnew addition2026-03-312026-06-09

T-REX 2X INVERSE TESLA DAILY TARGET ETF T-REX 2X INVERSE TESLA DAILY TARGET ETF19 sharesnew addition2026-03-312026-06-09

ABAT AMERICAN BATTERY TECHNOL100 sharesnew addition2026-03-312026-06-09

PARAMOUNT SKYDANCE CORP CLASS CLASS B PARAMOUNT SKYDANCE CORP CLASS CLASS B29 sharesnew addition2026-03-312026-06-09

Sponsored

MDB MONGODB INC CLASS CLASS A1 sharesnew addition2026-03-312026-06-09

CHARGEPOINT HLDGS INC CLASS A CHARGEPOINT HLDGS INC CLASS A29 sharesnew addition2026-03-312026-06-09

JBI JANUS INTL GROUP INC25 sharesnew addition2026-03-312026-06-09

BROOKFIELD WEALTH SO A FCLASS A BROOKFIELD WEALTH SO A FCLASS A3 sharesnew addition2026-03-312026-06-09

DBX DROPBOX INC CLASS CLASS A5 sharesnew addition2026-03-312026-06-09

VTRS VIATRIS INC8 sharesnew addition2026-03-312026-06-09

SNDL INC F SNDL INC F65 sharesnew addition2026-03-312026-06-09

TILRAY BRANDS INC TILRAY BRANDS INC10 sharesnew addition2026-03-312026-06-09

Sponsored

BROOKFIELD INFRASTRU FCLASS A BROOKFIELD INFRASTRU FCLASS A1 sharesnew addition2026-03-312026-06-09

HOTH THERAPEUTICS INC HOTH THERAPEUTICS INC40 sharesnew addition2026-03-312026-06-09

AMC ENTMT HLDGS INC CLASS CLASS A AMC ENTMT HLDGS INC CLASS CLASS A34 sharesnew addition2026-03-312026-06-09

CASTOR MARITIME INC F CASTOR MARITIME INC F15 sharesnew addition2026-03-312026-06-09

TRAW TRAWS PHARMA INC5 sharesnew addition2026-03-312026-06-09

USEA UNITED MARITIME CORP F4 sharesnew addition2026-03-312026-06-09

ITERUM THERAPEUTICS PL F ITERUM THERAPEUTICS PL F66 sharesnew addition2026-03-312026-06-09

IT TECH PACKAGING INC IT TECH PACKAGING INC6 sharesnew addition2026-03-312026-06-09

Sponsored

VMBS

VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES

New

Shares333.6K

Event2026-03-31

Filed2026-06-09

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

New

Shares249.5K

Event2026-03-31

Filed2026-06-09

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

New

Shares277.8K

Event2026-03-31

Filed2026-06-09

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

New

Shares140.0K

Event2026-03-31

Filed2026-06-09

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

New

Shares46.9K

Event2026-03-31

Filed2026-06-09

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

New

Shares76.7K

Event2026-03-31

Filed2026-06-09

PDN

INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF

New

Shares84.3K

Event2026-03-31

Filed2026-06-09

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES

New

Shares63.3K

Event2026-03-31

Filed2026-06-09

GAL

STATE STREET GLOBAL ALLOCATION ETF

New

Shares43.7K

Event2026-03-31

Filed2026-06-09

COST

COSTCO WHSL CORP NEW

New

Shares1.7K

Event2026-03-31

Filed2026-06-09

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

New

Shares16.6K

Event2026-03-31

Filed2026-06-09

QQQM

INVESCO NASDAQ 100 ETF

New

Shares4.6K

Event2026-03-31

Filed2026-06-09

GLD

SPDR GOLD SHARES

New

Shares2.4K

Event2026-03-31

Filed2026-06-09

PCY

INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF

New

Shares42.0K

Event2026-03-31

Filed2026-06-09

DLS

WISDOMTREE INTERNATIONALSMALLCAP DIVIDEND FUND

New

Shares10.2K

Event2026-03-31

Filed2026-06-09

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

New

Shares6.5K

Event2026-03-31

Filed2026-06-09

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

New

Shares13.1K

Event2026-03-31

Filed2026-06-09

XOM

EXXON MOBIL CORP

New

Shares3.3K

Event2026-03-31

Filed2026-06-09

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

New

Shares4.9K

Event2026-03-31

Filed2026-06-09

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

New

Shares12.0K

Event2026-03-31

Filed2026-06-09

NVDA

NVIDIA CORP

New

Shares2.5K

Event2026-03-31

Filed2026-06-09

SPY

STATE STREET SPDR S&P 500 ETF TRUST

New

Shares626

Event2026-03-31

Filed2026-06-09

ALPHABET INC CLASS CLASS A

New

Shares1.0K

Event2026-03-31

Filed2026-06-09

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

New

Shares3.8K

Event2026-03-31

Filed2026-06-09

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

New

Shares4.0K

Event2026-03-31

Filed2026-06-09

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

New

Shares2.9K

Event2026-03-31

Filed2026-06-09

MPC

MARATHON PETE CORP

New

Shares829

Event2026-03-31

Filed2026-06-09