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The Analysis of Rothschild Wealth LLC's Holdings & P&L

Currently, Rothschild Wealth LLC holds 596 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DGRO (+175.5K shares, valued at $12.3M), SLYV (+128.8K shares, valued at $12.2M), VIGI (+122.7K shares, valued at $10.9M); decreased their positions in BSCS (-109.8K shares, valued at $2.2M), SCHB (-62.1K shares, valued at $1.6M), VUSB (-24.8K shares, valued at $1.2M); initiated new positions in DGRO (+175.5K shares, valued at $12.3M), SLYV (+128.8K shares, valued at $12.2M), VIGI (+122.7K shares, valued at $10.9M).

1M P&L

+26.9M+2.52%

3M P&L

-16.8M-1.51%

HY P&L

+38.4M+3.63%

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/A813.3M

76.9%

2Drug Manufacturers - General17.6M

1.7%

3Asset Management17.4M

1.6%

Top Industries by Stock Count

1N/A222 stocks

39.9%

2Software - Application23 stocks

4.1%

3Software - Infrastructure14 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCSH VANGUARD SCOTTSDALE FDS421.8K shares5.04%2026-03-312026-05-06

IVE ISHARES TR125.4K shares7.41%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T41.1K shares70.23%2026-03-312026-05-06

IVV ISHARES TR33.5K shares15.54%2026-03-312026-05-06

IEMG ISHARES INC296.5K shares5.16%2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST335.5K shares9.21%2026-03-312026-05-06

IVW ISHARES TR159.0K shares9.95%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR698.5K shares-8.16%2026-03-312026-05-06

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VTI VANGUARD INDEX FDS48.9K shares0.80%2026-03-312026-05-06

AGG ISHARES TR157.2K shares15.01%2026-03-312026-05-06

BSCS INVESCO EXCH TRD SLF IDX FD718.9K shares-13.26%2026-03-312026-05-06

EFV ISHARES TR189.7K shares7.41%2026-03-312026-05-06

OEF ISHARES TR43.2K shares11.59%2026-03-312026-05-06

SFLR INNOVATOR ETFS TRUST372.7K shares0.55%2026-03-312026-05-06

AAPL APPLE INC51.3K shares45.57%2026-03-312026-05-06

DGRO ISHARES TR175.5K sharesnew addition2026-03-312026-05-06

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SLYV SPDR SERIES TRUST128.8K sharesnew addition2026-03-312026-05-06

MBB ISHARES TR128.1K shares8.78%2026-03-312026-05-06

IYY ISHARES TR75.8K shares-3.04%2026-03-312026-05-06

LQD ISHARES TR109.1K shares22.36%2026-03-312026-05-06

CGDV CAPITAL GROUP DIVIDEND VALUE277.0K shares-3.52%2026-03-312026-05-06

VIGI VANGUARD WHITEHALL FDS122.7K sharesnew addition2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST203.0K sharesnew addition2026-03-312026-05-06

FLXR TCW ETF TRUST269.6K shares12.95%2026-03-312026-05-06

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JAAA JANUS DETROIT STR TR209.1K shares6.21%2026-03-312026-05-06

IGRO ISHARES TR124.6K shares9.91%2026-03-312026-05-06

IEF ISHARES TR107.5K shares6.56%2026-03-312026-05-06

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF294.5K sharesnew addition2026-03-312026-05-06

DFIS DIMENSIONAL ETF TRUST287.9K sharesnew addition2026-03-312026-05-06

DGRW WISDOMTREE TR106.3K shares4.32%2026-03-312026-05-06

DSMC DISTILLATE SMALL/MID CASH FLOW ETF246.9K sharesnew addition2026-03-312026-05-06

JPM JPMORGAN CHASE & CO30.7K shares165.12%2026-03-312026-05-06

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DSTL ETF SER SOLUTIONS154.6K sharesnew addition2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD95.2K shares3.59%2026-03-312026-05-06

QUAL ISHARES TR45.3K shares8.85%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS132.7K shares-2.11%2026-03-312026-05-06

NVDA NVIDIA CORPORATION48.7K shares53.84%2026-03-312026-05-06

ABBV ABBVIE INC38.8K shares93.82%2026-03-312026-05-06

VUSB VANGUARD BD INDEX FDS163.4K shares-13.17%2026-03-312026-05-06

MSFT MICROSOFT CORP21.7K shares61.38%2026-03-312026-05-06

Sponsored

JPST J P MORGAN EXCHANGE TRADED F157.7K shares312.76%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST238.3K shares12.38%2026-03-312026-05-06

MTUM ISHARES TR32.1K shares9.84%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST208.4K shares12.17%2026-03-312026-05-06

PAUG INNOVATOR ETFS TRUST176.2K shares-2.97%2026-03-312026-05-06

GSIE GOLDMAN SACHS ETF TR171.3K shares13.18%2026-03-312026-05-06

IJH ISHARES TR107.6K shares327.76%2026-03-312026-05-06

VTV VANGUARD INDEX FDS36.6K shares29.01%2026-03-312026-05-06

Sponsored

IUSB ISHARES TR154.2K shares7.45%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP196.4K sharesnew addition2026-03-312026-05-06

IEFA ISHARES TR73.0K shares-8.31%2026-03-312026-05-06

MA MASTERCARD INCORPORATED13.2K shares5.55%2026-03-312026-05-06

ALPHABET INC ALPHABET INC22.9K shares24.87%2026-03-312026-05-06

SPIB SPDR SERIES TRUST196.0K shares24.38%2026-03-312026-05-06

AMZN AMAZON COM INC30.7K shares47.71%2026-03-312026-05-06

OBDC BLUE OWL CAPITAL CORPORATION570.7K shares-2.86%2026-03-312026-05-06

Sponsored

EQWL INVESCO EXCHANGE TRADED FD T54.3K shares-11.86%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR10.6K shares12.48%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS9.6K shares9.04%2026-03-312026-05-06

VGT VANGUARD WORLD FD8.2K shares-0.98%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR221.3K shares-6.40%2026-03-312026-05-06

NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF65.3K sharesnew addition2026-03-312026-05-06

JMBS JANUS DETROIT STR TR113.4K shares8.35%2026-03-312026-05-06

PAPR INNOVATOR ETFS TRUST128.6K shares1.83%2026-03-312026-05-06

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BND VANGUARD BD INDEX FDS66.7K shares-7.48%2026-03-312026-05-06

GDX VANECK ETF TRUST53.4K sharesnew addition2026-03-312026-05-06

MINT PIMCO ETF TR47.9K shares4.41%2026-03-312026-05-06

OCTT AIM ETF PRODUCTS TRUST112.5K shares-12.95%2026-03-312026-05-06

ALPHABET INC ALPHABET INC16.5K shares63.15%2026-03-312026-05-06

ITA ISHARES TR21.6K shares8.66%2026-03-312026-05-06

SHY ISHARES TR54.8K shares41.90%2026-03-312026-05-06

GOVT ISHARES TR192.9K shares1289.24%2026-03-312026-05-06

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T58.3K shares-0.32%2026-03-312026-05-06

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN90.8K sharesnew addition2026-03-312026-05-06

ARES ARES MANAGEMENT CORPORATION38.6K shares2.73%2026-03-312026-05-06

IJR ISHARES TR33.7K shares46.82%2026-03-312026-05-06

TIP ISHARES TR37.3K shares9.45%2026-03-312026-05-06

FSK FS KKR CAP CORP396.8K shares-3.27%2026-03-312026-05-06

FVD FIRST TR EXCHANGE-TRADED FD80.4K shares650.87%2026-03-312026-05-06

SDY SPDR SERIES TRUST24.2K sharesnew addition2026-03-312026-05-06

Sponsored

VXUS VANGUARD STAR FDS45.8K shares-5.33%2026-03-312026-05-06

SPYG SPDR SERIES TRUST35.3K shares-20.19%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F63.6K shares32.27%2026-03-312026-05-06

GLD SPDR GOLD TR8.0K shares389.86%2026-03-312026-05-06

MCD MCDONALDS CORP10.9K shares20.20%2026-03-312026-05-06

VCIT VANGUARD SCOTTSDALE FDS40.5K shares1.51%2026-03-312026-05-06

META META PLATFORMS INC5.5K shares71.73%2026-03-312026-05-06

ACWI ISHARES TR22.5K sharesnew addition2026-03-312026-05-06

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD157.3K shares-0.45%2026-03-312026-05-06

BROADCOM INC BROADCOM INC9.8K shares72.61%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON12.3K shares55.63%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.6K shares6.74%2026-03-312026-05-06

VYMI VANGUARD WHITEHALL FDS30.9K shares0.09%2026-03-312026-05-06

ABT ABBOTT LABORATORIES28.2K shares51.99%2026-03-312026-05-06

TLH ISHARES TR28.4K shares20.81%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares50.85%2026-03-312026-05-06

Sponsored

HIG HARTFORD INSURANCE GROUP INC18.4K sharesnew addition2026-03-312026-05-06

CGIC CAPITAL GROUP INTERNATIONAL73.4K shares-0.92%2026-03-312026-05-06

XOM EXXON MOBIL CORP14.1K shares58.33%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F31.4K shares-0.86%2026-03-312026-05-06

TSLA TESLA INC6.3K shares63.85%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR17.6K shares-5.89%2026-03-312026-05-06

PJUL INNOVATOR ETFS TRUST50.3K shares-2.23%2026-03-312026-05-06

SPSM SPDR SERIES TRUST45.4K shares-3.30%2026-03-312026-05-06

Sponsored

VCRB VANGUARD MALVERN FDS27.9K shares-7.78%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 403.4K shares-0.64%2026-03-312026-05-06

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF28.1K sharesnew addition2026-03-312026-05-06

NEM NEWMONT CORP18.9K shares204.55%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II38.7K shares4.65%2026-03-312026-05-06

JULT AIM ETF PRODUCTS TRUST45.5K shares5.34%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR68.5K shares5.03%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION2.0K shares52.81%2026-03-312026-05-06

Sponsored

V VISA INC6.5K shares51.14%2026-03-312026-05-06

LLY ELI LILLY & CO2.1K shares76.26%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC15.8K shares62.00%2026-03-312026-05-06

CAT CATERPILLAR INC2.7K shares-4.91%2026-03-312026-05-06

WMT WALMART INC15.2K shares1.51%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR21.4K shares22.40%2026-03-312026-05-06

QFLR INNOVATOR ETFS TRUST56.3K shares-4.48%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO30.0K shares99.83%2026-03-312026-05-06

Sponsored

CVX CHEVRON CORPORATION8.8K shares186.26%2026-03-312026-05-06

AOR ISHARES TR28.0K shares4.62%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS11.8K shares20.03%2026-03-312026-05-06

CSCO CISCO SYS INC22.4K shares156.85%2026-03-312026-05-06

APRT AIM ETF PRODUCTS TRUST39.5K shares6.64%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS33.3K shares566.35%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC14.4K shares235.59%2026-03-312026-05-06

DLN WISDOMTREE TR18.2K shares-17.54%2026-03-312026-05-06

Sponsored

AOK ISHARES TR40.1K shares1.08%2026-03-312026-05-06

IDV ISHARES TR36.2K shares4.30%2026-03-312026-05-06

IAGG ISHARES TR30.5K shares11.17%2026-03-312026-05-06

IXUS ISHARES TR17.2K shares46.23%2026-03-312026-05-06

IQLT ISHARES TR30.8K shares1.89%2026-03-312026-05-06

JANT AIM ETF PRODUCTS TRUST35.3K shares7.67%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS6.5K shares0.00%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC4.1K shares37.67%2026-03-312026-05-06

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FIX COMFORT SYS USA INC995 shares34.82%2026-03-312026-05-06

JMST J P MORGAN EXCHANGE TRADED F26.8K sharesnew addition2026-03-312026-05-06

JMEE J P MORGAN EXCHANGE TRADED F20.4K shares-1.35%2026-03-312026-05-06

IWF ISHARES TR3.2K shares-1.52%2026-03-312026-05-06

IJUL INNOVATOR ETFS TRUST38.9K shares-0.94%2026-03-312026-05-06

XT ISHARES TR19.2K shares0.38%2026-03-312026-05-06

VMBS VANGUARD SCOTTSDALE FDS27.9K shares-3.42%2026-03-312026-05-06

QPX ADVISORSHARES TR30.6K shares0.00%2026-03-312026-05-06

Sponsored

XLU SELECT SECTOR SPDR TR28.0K sharesnew addition2026-03-312026-05-06

DBEF DBX ETF TR25.9K shares71.10%2026-03-312026-05-06

FUMB FIRST TR EXCH TRADED FD III62.5K shares-2.90%2026-03-312026-05-06

PEP PEPSICO INC8.0K shares47.49%2026-03-312026-05-06

EFA ISHARES TR12.8K shares233.21%2026-03-312026-05-06

MOAT VANECK ETF TRUST12.8K shares-3.45%2026-03-312026-05-06

AOA ISHARES TR14.0K shares4.49%2026-03-312026-05-06

MS MORGAN STANLEY7.5K shares70.13%2026-03-312026-05-06

Sponsored

GEV GE VERNOVA INC1.4K shares103.19%2026-03-312026-05-06

PCG PG&E CORP66.8K shares66.98%2026-03-312026-05-06

AMGN AMGEN INC3.3K sharesnew addition2026-03-312026-05-06

HL HECLA MINING COMPANY62.1K sharesnew addition2026-03-312026-05-06

SYK STRYKER CORPORATION3.4K shares115.03%2026-03-312026-05-06

VNLA JANUS DETROIT STR TR23.1K shares-4.52%2026-03-312026-05-06

AOM ISHARES TR23.8K shares8.31%2026-03-312026-05-06

EIX EDISON INTL15.4K shares42.43%2026-03-312026-05-06

Sponsored

FDX FEDEX CORP3.2K shares63.43%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC22.2K shares94.28%2026-03-312026-05-06

TJX TJX COS INC NEW7.0K shares39.54%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC18.9K shares227.08%2026-03-312026-05-06

PNOV INNOVATOR ETFS TRUST27.1K shares0.00%2026-03-312026-05-06

VGSH VANGUARD SCOTTSDALE FDS18.9K shares-10.60%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC14.9K sharesnew addition2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE3.7K shares129.17%2026-03-312026-05-06

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.4K shares0.00%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR7.2K sharesnew addition2026-03-312026-05-06

ABNB AIRBNB INC8.1K shares50.02%2026-03-312026-05-06

RFLR INNOVATOR ETFS TRUST35.1K shares2.87%2026-03-312026-05-06

MMM 3M CO6.9K shares-8.69%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR9.2K shares-0.61%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP1.6K shares37.16%2026-03-312026-05-06

SLQD ISHARES TR19.8K shares-0.80%2026-03-312026-05-06

Sponsored

PFE PFIZER INC35.4K shares143.33%2026-03-312026-05-06

FTI TECHNIPFMC PLC14.2K shares37.37%2026-03-312026-05-06

NOW SERVICENOW INC9.2K shares352.27%2026-03-312026-05-06

AMP AMERIPRISE FINL INC2.1K shares220.00%2026-03-312026-05-06

PRU PRUDENTIAL FINL INC9.7K shares90.42%2026-03-312026-05-06

WDC WESTERN DIGITAL CORP3.5K shares35.39%2026-03-312026-05-06

SNA SNAP ON INC2.6K shares5.80%2026-03-312026-05-06

VTES VANGUARD WELLINGTON FD9.4K shares0.00%2026-03-312026-05-06

Sponsored

CEG CONSTELLATION ENERGY CORP3.4K shares13.69%2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR8.4K shares-0.68%2026-03-312026-05-06

IYZ ISHARES TR23.4K sharesnew addition2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L24.1K sharesnew addition2026-03-312026-05-06

TILT FLEXSHARES TR3.8K sharesnew addition2026-03-312026-05-06

REGN REGENERON PHARMACEUTICALS1.2K shares61.92%2026-03-312026-05-06

ORCL ORACLE CORP6.1K shares154.37%2026-03-312026-05-06

CB CHUBB LTD SWITZ2.7K shares-6.14%2026-03-312026-05-06

Sponsored

PSX PHILLIPS 664.9K shares49.89%2026-03-312026-05-06

ILCB ISHARES TR9.8K shares0.00%2026-03-312026-05-06

EEM ISHARES TR15.3K sharesnew addition2026-03-312026-05-06

JAVA J P MORGAN EXCHANGE TRADED F12.1K shares0.00%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.5K shares23.30%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC5.2K shares84.70%2026-03-312026-05-06

GSLC GOLDMAN SACHS ETF TR6.8K shares0.00%2026-03-312026-05-06

SPGI S&P GLOBAL INC1.9K shares313.14%2026-03-312026-05-06

Sponsored

HD HOME DEPOT INC2.5K shares9.66%2026-03-312026-05-06

VGIT VANGUARD SCOTTSDALE FDS13.8K shares-2.53%2026-03-312026-05-06

MO ALTRIA GROUP INC12.3K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.8.4K shares108.91%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC5.5K shares21.28%2026-03-312026-05-06

PG PROCTER & GAMBLE CO5.5K shares32.96%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC186 shares47.62%2026-03-312026-05-06

BSCU INVESCO EXCH TRD SLF IDX FD46.8K shares0.00%2026-03-312026-05-06

Sponsored

AXP AMERICAN EXPRESS CO2.6K shares18.88%2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR4.7K shares-6.79%2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC4.4K shares205.21%2026-03-312026-05-06

JBHT HUNT J B TRANS SVCS INC3.5K shares28.95%2026-03-312026-05-06

CNC CENTENE CORP DEL22.6K shares17.31%2026-03-312026-05-06

TER TERADYNE INC2.5K shares73.41%2026-03-312026-05-06

HYLB DBX ETF TR20.3K shares-0.35%2026-03-312026-05-06

EMB ISHARES TR7.8K shares2.47%2026-03-312026-05-06

Sponsored

ITOT ISHARES TR5.1K shares37.48%2026-03-312026-05-06

IBHF ISHARES TR31.5K shares17.84%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC2.7K shares149.86%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF18.7K shares-16.25%2026-03-312026-05-06

CFG CITIZENS FINL GROUP INC11.9K shares20.55%2026-03-312026-05-06

GWX SPDR INDEX SHS FDS16.9K shares-1.68%2026-03-312026-05-06

HON HONEYWELL INTL INC3.2K sharesnew addition2026-03-312026-05-06

DECK DECKERS OUTDOOR CORP7.1K shares26.41%2026-03-312026-05-06

Sponsored

DHR DANAHER CORP DEL3.7K shares69.62%2026-03-312026-05-06

IWM ISHARES TR2.8K shares-3.70%2026-03-312026-05-06

T AT&T INC24.2K shares52.25%2026-03-312026-05-06

IGF ISHARES TR10.4K sharesnew addition2026-03-312026-05-06

CRM SALESFORCE INC3.7K shares93.24%2026-03-312026-05-06

RIO RIO TINTO PLC7.4K sharesnew addition2026-03-312026-05-06

FI FISERV INC12.4K sharesnew addition2026-03-312026-05-06

ALL ALLSTATE CORP3.3K shares2.34%2026-03-312026-05-06

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HYGV FLEXSHARES TR15.4K sharesnew addition2026-03-312026-05-06

IGSB ISHARES TR11.7K shares0.00%2026-03-312026-05-06

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IBM INTERNATIONAL BUSINESS MACHS2.4K shares4.52%2026-03-312026-05-06

FLGB FRANKLIN TEMPLETON ETF TR16.7K shares-3.20%2026-03-312026-05-06

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IBHH ISHARES TR24.1K shares28.04%2026-03-312026-05-06

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NYT NEW YORK TIMES CO MTN BE6.5K shares42.66%2026-03-312026-05-06

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AMD ADVANCED MICRO DEVICES INC2.5K shares36.73%2026-03-312026-05-06

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BK BANK NEW YORK MELLON CORP4.2K shares2.68%2026-03-312026-05-06

KMB KIMBERLY-CLARK CORP5.2K sharesnew addition2026-03-312026-05-06

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SCHZ SCHWAB STRATEGIC TR18.7K shares-0.13%2026-03-312026-05-06

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VUG VANGUARD INDEX FDS569 shares-4.37%2026-03-312026-05-06

CIEN CIENA CORP638 sharesnew addition2026-03-312026-05-06

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-05-06

Sponsored

SAMG SILVERCREST ASSET MGMT GROUP18.4K sharesnew addition2026-03-312026-05-06

BWMN BOWMAN CONSULTING GROUP LTD8.7K sharesnew addition2026-03-312026-05-06

PCOR PROCORE TECHNOLOGIES INC4.3K sharesnew addition2026-03-312026-05-06

SPOT SPOTIFY TECHNOLOGY S A507 sharesnew addition2026-03-312026-05-06

ULTA ULTA BEAUTY INC470 sharesnew addition2026-03-312026-05-06

GLPI GAMING & LEISURE P5.5K shares6.90%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN1.5K sharesnew addition2026-03-312026-05-06

PSA PUBLIC STORAGE OPER CO886 shares4.36%2026-03-312026-05-06

Sponsored

GAP GAP INC9.9K sharesnew addition2026-03-312026-05-06

QUIZ ZACKS TRUST8.9K sharesnew addition2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC860 sharesnew addition2026-03-312026-05-06

HLT HILTON WORLDWIDE HLDGS INC784 sharesnew addition2026-03-312026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

5.04%

Shares421.8K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

7.41%

Shares125.4K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

70.23%

Shares41.1K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

15.54%

Shares33.5K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

5.16%

Shares296.5K

Event2026-03-31

Filed2026-05-06

DYNF

BLACKROCK ETF TRUST

9.21%

Shares335.5K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

9.95%

Shares159.0K

Event2026-03-31

Filed2026-05-06

SCHB

SCHWAB STRATEGIC TR

-8.16%

Shares698.5K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

0.80%

Shares48.9K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

15.01%

Shares157.2K

Event2026-03-31

Filed2026-05-06

BSCS

INVESCO EXCH TRD SLF IDX FD

-13.26%

Shares718.9K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

7.41%

Shares189.7K

Event2026-03-31

Filed2026-05-06

OEF

ISHARES TR

11.59%

Shares43.2K

Event2026-03-31

Filed2026-05-06

SFLR

INNOVATOR ETFS TRUST

0.55%

Shares372.7K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

45.57%

Shares51.3K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

New

Shares175.5K

Event2026-03-31

Filed2026-05-06

SLYV

SPDR SERIES TRUST

New

Shares128.8K

Event2026-03-31

Filed2026-05-06

MBB

ISHARES TR

8.78%

Shares128.1K

Event2026-03-31

Filed2026-05-06

IYY

ISHARES TR

-3.04%

Shares75.8K

Event2026-03-31

Filed2026-05-06

LQD

ISHARES TR

22.36%

Shares109.1K

Event2026-03-31

Filed2026-05-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.52%

Shares277.0K

Event2026-03-31

Filed2026-05-06

VIGI

VANGUARD WHITEHALL FDS

New

Shares122.7K

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

New

Shares203.0K

Event2026-03-31

Filed2026-05-06

FLXR

TCW ETF TRUST

12.95%

Shares269.6K

Event2026-03-31

Filed2026-05-06

JAAA

JANUS DETROIT STR TR

6.21%

Shares209.1K

Event2026-03-31

Filed2026-05-06

IGRO

ISHARES TR

9.91%

Shares124.6K

Event2026-03-31

Filed2026-05-06

IEF

ISHARES TR

6.56%

Shares107.5K

Event2026-03-31

Filed2026-05-06

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

New

Shares294.5K

Event2026-03-31

Filed2026-05-06

DFIS

DIMENSIONAL ETF TRUST

New

Shares287.9K

Event2026-03-31

Filed2026-05-06

DGRW

WISDOMTREE TR

4.32%

Shares106.3K

Event2026-03-31

Filed2026-05-06

DSMC

DISTILLATE SMALL/MID CASH FLOW ETF

New

Shares246.9K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

165.12%

Shares30.7K

Event2026-03-31

Filed2026-05-06

DSTL

ETF SER SOLUTIONS

New

Shares154.6K

Event2026-03-31

Filed2026-05-06

FTCS

FIRST TR EXCHANGE-TRADED FD

3.59%

Shares95.2K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

8.85%

Shares45.3K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

-2.11%

Shares132.7K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

53.84%

Shares48.7K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

93.82%

Shares38.8K

Event2026-03-31

Filed2026-05-06

VUSB

VANGUARD BD INDEX FDS

-13.17%

Shares163.4K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

61.38%

Shares21.7K

Event2026-03-31

Filed2026-05-06

JPST

J P MORGAN EXCHANGE TRADED F

312.76%

Shares157.7K

Event2026-03-31

Filed2026-05-06

BAI

BLACKROCK ETF TRUST

12.38%

Shares238.3K

Event2026-03-31

Filed2026-05-06

MTUM

ISHARES TR

9.84%

Shares32.1K

Event2026-03-31

Filed2026-05-06

THRO

BLACKROCK ETF TRUST

12.17%

Shares208.4K

Event2026-03-31

Filed2026-05-06

PAUG

INNOVATOR ETFS TRUST

-2.97%

Shares176.2K

Event2026-03-31

Filed2026-05-06

GSIE

GOLDMAN SACHS ETF TR

13.18%

Shares171.3K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

327.76%

Shares107.6K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

29.01%

Shares36.6K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

7.45%

Shares154.2K

Event2026-03-31

Filed2026-05-06

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares196.4K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

-8.31%

Shares73.0K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

5.55%

Shares13.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

24.87%

Shares22.9K

Event2026-03-31

Filed2026-05-06

SPIB

SPDR SERIES TRUST

24.38%

Shares196.0K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

47.71%

Shares30.7K

Event2026-03-31

Filed2026-05-06

OBDC

BLUE OWL CAPITAL CORPORATION

-2.86%

Shares570.7K

Event2026-03-31

Filed2026-05-06

EQWL

INVESCO EXCHANGE TRADED FD T

-11.86%

Shares54.3K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

12.48%

Shares10.6K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

9.04%

Shares9.6K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-0.98%

Shares8.2K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-6.40%

Shares221.3K

Event2026-03-31

Filed2026-05-06

NANR

STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF

New

Shares65.3K

Event2026-03-31

Filed2026-05-06

JMBS

JANUS DETROIT STR TR

8.35%

Shares113.4K

Event2026-03-31

Filed2026-05-06

PAPR

INNOVATOR ETFS TRUST

1.83%

Shares128.6K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-7.48%

Shares66.7K

Event2026-03-31

Filed2026-05-06

GDX

VANECK ETF TRUST

New

Shares53.4K

Event2026-03-31

Filed2026-05-06

MINT

PIMCO ETF TR

4.41%

Shares47.9K

Event2026-03-31

Filed2026-05-06

OCTT

AIM ETF PRODUCTS TRUST

-12.95%

Shares112.5K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

63.15%

Shares16.5K

Event2026-03-31

Filed2026-05-06

ITA

ISHARES TR

8.66%

Shares21.6K

Event2026-03-31

Filed2026-05-06

SHY

ISHARES TR

41.90%

Shares54.8K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

1289.24%

Shares192.9K

Event2026-03-31

Filed2026-05-06

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.32%

Shares58.3K

Event2026-03-31

Filed2026-05-06

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

New

Shares90.8K

Event2026-03-31

Filed2026-05-06

ARES

ARES MANAGEMENT CORPORATION

2.73%

Shares38.6K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

46.82%

Shares33.7K

Event2026-03-31

Filed2026-05-06

TIP

ISHARES TR

9.45%

Shares37.3K

Event2026-03-31

Filed2026-05-06

FSK

FS KKR CAP CORP

-3.27%

Shares396.8K

Event2026-03-31

Filed2026-05-06

FVD

FIRST TR EXCHANGE-TRADED FD

650.87%

Shares80.4K

Event2026-03-31

Filed2026-05-06

SDY

SPDR SERIES TRUST

New

Shares24.2K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

-5.33%

Shares45.8K

Event2026-03-31

Filed2026-05-06

SPYG

SPDR SERIES TRUST

-20.19%

Shares35.3K

Event2026-03-31

Filed2026-05-06

VWO

VANGUARD INTL EQUITY INDEX F

32.27%

Shares63.6K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

389.86%

Shares8.0K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

20.20%

Shares10.9K

Event2026-03-31

Filed2026-05-06

VCIT

VANGUARD SCOTTSDALE FDS

1.51%

Shares40.5K

Event2026-03-31

Filed2026-05-06