Sponsored

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

Currently, RVW Wealth, LLC holds 176 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in JPST (+129.4K shares, valued at $6.5M), DFAU (+118.2K shares, valued at $5.3M), N/A (+111.4K shares, valued at $5.2M); decreased their positions in IBDR (-177.8K shares, valued at $4.3M), N/A (-15.3K shares, valued at $2.9M), VTI (-7.1K shares, valued at $2.3M); initiated new positions in JPST (+129.4K shares, valued at $6.5M), N/A (+111.4K shares, valued at $5.2M), GCAL (+13.4K shares, valued at $679.6K).

1M P&L

+60.0M+4.50%

3M P&L

+61.1M+4.58%

HY P&L

+127.0M+10.02%

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/A1.2B

93.7%

2Consumer Electronics34.5M

2.8%

3Semiconductors7.5M

0.6%

Top Industries by Stock Count

1N/A120 stocks

73.6%

2Drug Manufacturers - General4 stocks

2.5%

3Aerospace & Defense4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL US CORE EQUITY MARKT ETF4.6M shares2.62%2026-03-312026-04-08

AVUS AMERICAN CENTURY INVESTMENTS U S EQT ETF802.6K shares-2.35%2026-03-312026-04-08

DGRW Wisdomtree US Divid Etf830.0K shares0.84%2026-03-312026-04-08

QGRW WISDOMTREE US QUALITY GROWTH ETF1.1M shares-1.52%2026-03-312026-04-08

DFAI Dimensional International Cr Eq Mkt ETF1.5M shares-2.54%2026-03-312026-04-08

JQUA JP MORGAN ETF TRUST US QUALTY FCTR ETF918.1K shares1.56%2026-03-312026-04-08

IQLT ISHARES TRUST INTL QLTY FACTOR ETF921.8K shares-1.94%2026-03-312026-04-08

VFLO VictoryShares Free Cash Flow ETF1.0M shares1.90%2026-03-312026-04-08

Sponsored

RDVY First Trst Nasdaq Rsng570.7K shares-1.10%2026-03-312026-04-08

AAPL Apple Computer Inc136.0K shares1.02%2026-03-312026-04-08

IBDS iShares iBonds Dec 2027 Term Corp ETF1.2M shares4.04%2026-03-312026-04-08

IBDT ISHARES TRUST IBDS DEC28 ETF1.2M shares6.48%2026-03-312026-04-08

DFAE Dimensional Emerging Core Equity Mkt ETF858.6K shares-3.01%2026-03-312026-04-08

SPMO INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF247.2K shares3.48%2026-03-312026-04-08

IBDR ISHARES TRUST IBONDS DEC2026 E TF1.1M shares-13.49%2026-03-312026-04-08

IBDU ISHARES TRUST IBONDS DEC 29 ET F1.1M shares8.38%2026-03-312026-04-08

Sponsored

IBDV ISHARES TRUST IBONDS DEC 2030 TERM CORPOR1.2M shares8.35%2026-03-312026-04-08

QUAL iShares MSCI USA Quality Factor ETF131.5K shares-2.35%2026-03-312026-04-08

AVDE AMERICAN CENTURY INVESTMENTS I NTL EQT ETF291.2K shares-3.65%2026-03-312026-04-08

SPTM SPDR SERIES TRUST PORTFOLIO TL STK ETF302.5K shares-1.84%2026-03-312026-04-08

QTEC First Tr Nasdaq 100 Fund83.8K shares-2.18%2026-03-312026-04-08

TILT Flexshares Morningstar68.3K shares-2.55%2026-03-312026-04-08

IYW iShares U.S. Technology ETF88.8K shares4.34%2026-03-312026-04-08

RWK INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET117.6K shares-9.71%2026-03-312026-04-08

Sponsored

EFA Ishares Tr Msci Eafe Fd142.1K shares-0.46%2026-03-312026-04-08

Powershs Qqq TRUST Ser Powershs Qqq TRUST Ser21.3K shares-0.32%2026-03-312026-04-08

NULG NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF128.2K shares-7.40%2026-03-312026-04-08

COWG Pacer US Large Cp CA Cows Gr Ldrs ETF342.0K shares15.31%2026-03-312026-04-08

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF61.6K shares-6.00%2026-03-312026-04-08

SPSM SPDR SERIES TRUST PORTFOLIO SM ETF153.1K shares-14.93%2026-03-312026-04-08

JPME JP MORGAN ETF TRUST DIVERSFED RTRN ETF63.6K shares-2.65%2026-03-312026-04-08

NVDA Nvidia Corp41.7K shares-3.18%2026-03-312026-04-08

Sponsored

JPST JP MORGAN ETF TRUST ULTRA SHRT INC ETF129.4K sharesnew addition2026-03-312026-04-08

COWZ PACER FDS TR US CASH COWS 100 ETF103.4K shares-11.25%2026-03-312026-04-08

QDEF FLEXSHARES TRUST QLT DIV DEF I DX ETF80.7K shares-8.66%2026-03-312026-04-08

VTI Vanguard Total Stock Mkt17.4K shares-29.03%2026-03-312026-04-08

Rydex Etf TRUST Rydex Etf TRUST27.5K shares-35.75%2026-03-312026-04-08

ESGD Ishares Esg Msci Eafe55.2K shares-5.16%2026-03-312026-04-08

AMERICAN CENTURY ETF TRUST ETF AMERICAN CENTURY ETF TRUST ETF111.4K sharesnew addition2026-03-312026-04-08

DFAC DIMENSIONAL U S CORE EQUITY 2 ETF128.6K shares-0.02%2026-03-312026-04-08

Sponsored

RWL INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF42.5K shares-2.06%2026-03-312026-04-08

DEUS Dutsch X Trck Rusl 100078.3K shares-2.67%2026-03-312026-04-08

GBFH GBank Financial Holdings Inc158.9K shares298.59%2026-03-312026-04-08

DGRO Ishares Core Dividend55.3K shares-0.54%2026-03-312026-04-08

SCHD SCHWAB US DIVIDEND EQ ETF124.3K shares-12.72%2026-03-312026-04-08

VUG Vanguard Growth7.9K shares-1.40%2026-03-312026-04-08

XLK Sector Spdr Tech Select25.2K shares0.00%2026-03-312026-04-08

TSLA Tesla Motors Inc9.0K shares13.31%2026-03-312026-04-08

Sponsored

LRGF ISHARES TRUST MULTIFACTOR USA ETF45.0K shares0.00%2026-03-312026-04-08

GEV Ge Vernova Llc Com3.3K shares42.85%2026-03-312026-04-08

IJR Ishares Tr S&P Smallcap22.3K shares0.00%2026-03-312026-04-08

SCHB Schw US Brd Mkt Etf106.8K shares-21.37%2026-03-312026-04-08

AMZN Amazon Com Inc12.8K shares62.22%2026-03-312026-04-08

Berkshire Hathaway Inc B Berkshire Hathaway Inc B5.2K shares-12.93%2026-03-312026-04-08

ESG Flexsh Stoxx US Esg16.0K shares0.00%2026-03-312026-04-08

MDY Mid Cap SPDR3.6K shares-12.11%2026-03-312026-04-08

Sponsored

Google Inc Class C Google Inc Class C7.8K shares2.34%2026-03-312026-04-08

SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF28.6K shares-5.79%2026-03-312026-04-08

INTU Intuit Inc4.6K shares0.00%2026-03-312026-04-08

MSFT Microsoft Corp4.9K shares6.71%2026-03-312026-04-08

AVUV AVANTIS US SMALL CAP VALUE ETF15.1K shares2.63%2026-03-312026-04-08

Vanguard S&P 500 Etf Vanguard S&P 500 Etf2.7K shares58.27%2026-03-312026-04-08

NOC Northrop Grumman Corp2.4K shares73.53%2026-03-312026-04-08

ABBV Abbvie Inc6.7K shares-2.68%2026-03-312026-04-08

Sponsored

Google Inc Class A Google Inc Class A4.7K shares1.17%2026-03-312026-04-08

AVEM AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF15.3K shares-1.28%2026-03-312026-04-08

VIG Vanguard Div Apprciation5.6K shares-2.90%2026-03-312026-04-08

SYK Stryker Corp3.6K shares0.00%2026-03-312026-04-08

XOM Exxon Mobil Corporation6.7K shares-16.58%2026-03-312026-04-08

LLY Lilly Eli & Company1.2K shares-45.62%2026-03-312026-04-08

EZM Wisdomtree TRUST Midcap16.2K shares0.00%2026-03-312026-04-08

COST Costco Whsl Corp New1.0K shares-16.40%2026-03-312026-04-08

Sponsored

JPM Jpmorgan Chase & Co3.4K shares-26.35%2026-03-312026-04-08

FVD First TRUST Value21.5K shares-2.84%2026-03-312026-04-08

GS Goldman Sachs Group Inc1.2K shares-0.34%2026-03-312026-04-08

JPIN Jpmorgan Dvrsfd Rtrn13.9K shares0.11%2026-03-312026-04-08

DIS Disney Walt Co10.1K shares-36.04%2026-03-312026-04-08

EIS iShares MSCI Israel ETF8.3K shares6.68%2026-03-312026-04-08

WTV WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF9.5K shares0.00%2026-03-312026-04-08

JNJ Johnson & Johnson3.6K shares0.00%2026-03-312026-04-08

Sponsored

NUSC Nuveen Esg Small Cap18.4K shares-0.16%2026-03-312026-04-08

Avago Technologies Avago Technologies2.6K shares-2.29%2026-03-312026-04-08

OEF Ishares Tr S&P 100 Index2.5K shares4.33%2026-03-312026-04-08

IUS Invesco RAFI Strategic US ETF13.5K shares-5.32%2026-03-312026-04-08

IWP Ishares Russell Midcap5.9K shares0.05%2026-03-312026-04-08

NFLX Netflix Inc7.8K shares-1.14%2026-03-312026-04-08

BRK.A Berkshire Hathaway Inc A1 shares0.00%2026-03-312026-04-08

CVX Chevron Corporation3.5K shares0.00%2026-03-312026-04-08

Sponsored

USHY iShares Broad USD High Yield Corp Bd ETF19.0K shares-3.56%2026-03-312026-04-08

GCAL Goldman Sachs Dynamic CA Muncpl Inc ETF13.4K sharesnew addition2026-03-312026-04-08

DFCA Dimensional California Municipal Bd ETF13.6K sharesnew addition2026-03-312026-04-08

CMF iShares California Muni Bond ETF11.9K sharesnew addition2026-03-312026-04-08

NUMV Nuveen Esg Mid Cap Value17.1K shares-0.40%2026-03-312026-04-08

META Meta Platforms Inc1.2K shares-5.24%2026-03-312026-04-08

V Visa Inc Cl A2.2K shares-50.02%2026-03-312026-04-08

IEFA Ishares Core Msci Eafe7.2K shares1.40%2026-03-312026-04-08

Sponsored

SPY S P D R TRUST Unit SR1.0K shares-41.29%2026-03-312026-04-08

SUSL iShares ESG MSCI USA Leaders ETF5.7K shares0.00%2026-03-312026-04-08

XJH iShares ESG Screened S&P Mid-Cap ETF13.7K shares0.00%2026-03-312026-04-08

FEMS FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF13.6K shares0.06%2026-03-312026-04-08

RTX Raytheon Technologies Ord3.1K shares180.34%2026-03-312026-04-08

BSCR INVESCO EXCHANGE TRADED SELF I BULSHS 2027 CB ETF29.4K shares124.14%2026-03-312026-04-08

VEU Vanguard Intl Eqty Index7.6K shares-7.05%2026-03-312026-04-08

IWV Ishares Russell 30001.5K shares0.00%2026-03-312026-04-08

Sponsored

IVV Ishares TRUST S&P854 shares13.56%2026-03-312026-04-08

BSCQ INVESCO EXCHANGE TRADED SELF I BULSHS 2026 CB ETF28.5K shares2.47%2026-03-312026-04-08

ISRA Vaneck Vectors Israel ETF9.1K shares5.84%2026-03-312026-04-08

MA Mastercard Inc1.1K shares-0.93%2026-03-312026-04-08

JPC Nuveen Preferred Income70.9K shares0.00%2026-03-312026-04-08

IBIT iShares Bitcoin Trust ETF13.8K shares0.00%2026-03-312026-04-08

CWB Spdr Barclays Cnv5.5K shares0.00%2026-03-312026-04-08

MCD Mc Donalds Corp1.6K shares0.00%2026-03-312026-04-08

Sponsored

IQDF FlexShares Intl Qual Div ETF15.3K shares0.00%2026-03-312026-04-08

JGH NUVEEN GLOBAL HIGH INCM FD SHS39.4K shares0.00%2026-03-312026-04-08

D Dominion Res Inc Va New7.7K shares0.00%2026-03-312026-04-08

IVW Ishares S&P 500 Growth4.2K shares17.84%2026-03-312026-04-08

DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF13.7K shares-3.10%2026-03-312026-04-08

VO Vanguard Mid Cap1.6K shares0.00%2026-03-312026-04-08

WMT Wal Mart Stores Inc3.6K shares-25.84%2026-03-312026-04-08

NULV NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF9.4K shares-0.22%2026-03-312026-04-08

Sponsored

ICOW Pacer Dev Mkts Intl Csh Cows 100 ETF10.0K sharesnew addition2026-03-312026-04-08

UNH Unitedhealth Group Inc1.6K sharesnew addition2026-03-312026-04-08

VGT Vanguard Info Technology570 shares0.00%2026-03-312026-04-08

FTSL FIRST TRUST SENIOR LN FD ETF8.7K shares0.00%2026-03-312026-04-08

BSCS INVESCO EXCHANGE TRADED SELF I INVSCO BLSH 28 ETF18.2K shares6.94%2026-03-312026-04-08

GLD SPDR Gold Shares855 shares18.75%2026-03-312026-04-08

GBTC Bitcoin Investment Ord6.9K shares0.00%2026-03-312026-04-08

NUEM Nuveen Esg Emerging9.8K shares0.00%2026-03-312026-04-08

Sponsored

IJH Ishares Tr S&P Midcap5.3K shares0.00%2026-03-312026-04-08

VTV Vanguard Value1.8K shares10.46%2026-03-312026-04-08

General Electric Company General Electric Company1.2K shares-2.16%2026-03-312026-04-08

IBDW ISHARES TRUST IBONDS DEC 2031 TERM CORPOR16.6K shares-30.07%2026-03-312026-04-08

ASML Asml Hldgs Nv260 shares-56.88%2026-03-312026-04-08

HYGV FLEXSHARES TRUST HIG YLD VL ET F8.5K shares0.00%2026-03-312026-04-08

USRT ISHARES TRUST CRE U S REIT ETF5.7K shares0.00%2026-03-312026-04-08

XLRE Real Estate Select Sctr7.8K shares0.00%2026-03-312026-04-08

Sponsored

FPF First TRUST Intermediate17.8K shares0.00%2026-03-312026-04-08

JFR Nuveen Floating Rate Income40.3K shares0.00%2026-03-312026-04-08

IBM Intl Business Machines1.2K shares-1.93%2026-03-312026-04-08

HYI Western Asset High Yld Def Opp27.6K shares0.00%2026-03-312026-04-08

NUMG Nuveen Esg Mid Cap7.2K shares0.00%2026-03-312026-04-08

REZ Ishares Ftse Nareit Res3.5K shares0.00%2026-03-312026-04-08

MGV Vanguard Mega Cap Value ETF2.0K shares0.00%2026-03-312026-04-08

SCHK Schwab 1000 ETF9.1K shares-3.05%2026-03-312026-04-08

Sponsored

Lam Research Corporation Lam Research Corporation1.3K shares0.00%2026-03-312026-04-08

AVDV AVANTIS INTERNATNL SML CP VL ETF2.8K shares0.00%2026-03-312026-04-08

PFFD GLOBAL X FDS US PFD ETF15.2K shares0.00%2026-03-312026-04-08

COF Capital One Financial Cp1.5K shares-1.42%2026-03-312026-04-08

ITEQ BlueStar Israel Technology ETF4.8K shares8.22%2026-03-312026-04-08

VRP Invesco Variable Rate Preferred ETF11.3K shares0.00%2026-03-312026-04-08

BSCT INVSC BLTSHRS 2029 CORP BND ETF14.4K shares9.91%2026-03-312026-04-08

Powershs Exch Trad Fd Tr Powershs Exch Trad Fd Tr5.6K shares0.00%2026-03-312026-04-08

Sponsored

XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF1.8K shares0.00%2026-03-312026-04-08

AXON AXON ENTERPRISE INC COM600 shares0.00%2026-03-312026-04-08

MKL Markel Corp132 sharesnew addition2026-03-312026-04-08

FTEC Fidelity MSCI Information Tech ETF1.2K shares-0.83%2026-03-312026-04-08

INTC Intel Corp5.6K shares0.36%2026-03-312026-04-08

VHT Vanguard Health Care905 shares-5.43%2026-03-312026-04-08

FRI FIRST TRUST PORTFOLIOS COM ETF8.5K shares0.00%2026-03-312026-04-08

BFOR Alps TRUST Etf2.9K shares0.00%2026-03-312026-04-08

Sponsored

LMT Lockheed Martin Corp397 sharesnew addition2026-03-312026-04-08

HD Home Depot Inc717 shares0.00%2026-03-312026-04-08

NVS Novartis AG ADR1.5K shares-28.21%2026-03-312026-04-08

CWI Spdr Msci Acwi Ex Us6.4K shares0.00%2026-03-312026-04-08

JPEM Jpmrg Dvsfd Retn Emrg3.8K shares0.00%2026-03-312026-04-08

IMAX Imax Corp6.1K shares0.00%2026-03-312026-04-08

VB Vanguard Small Cap851 shares0.00%2026-03-312026-04-08

MS Morgan Stanley1.3K shares-61.47%2026-03-312026-04-08

Sponsored

EMR Emerson Electric Co1.7K shares0.00%2026-03-312026-04-08

VLO Valero Energy Corp New862 sharesnew addition2026-03-312026-04-08

IEMG Ishares Etf2.9K sharesnew addition2026-03-312026-04-08

ORCL Oracle Corporation1.4K shares0.00%2026-03-312026-04-08

BSCV INVESCO BULLTSHR 2031 CRP BND ETF10.2K sharesnew addition2026-03-312026-04-08

CohBar Inc CohBar Inc181.5K shares0.00%2026-03-312026-04-08

Turn Therapeutics Inc. Turn Therapeutics Inc.18.0K shares0.00%2026-03-312026-04-08

SLMT Brera Holdings Plc COM USD0.05 CL B (P/S)16.0K shares0.00%2026-03-312026-04-08

Sponsored

DFAU

DIMENSIONAL US CORE EQUITY MARKT ETF

2.62%

Shares4.6M

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTURY INVESTMENTS U S EQT ETF

-2.35%

Shares802.6K

Event2026-03-31

Filed2026-04-08

DGRW

Wisdomtree US Divid Etf

0.84%

Shares830.0K

Event2026-03-31

Filed2026-04-08

QGRW

WISDOMTREE US QUALITY GROWTH ETF

-1.52%

Shares1.1M

Event2026-03-31

Filed2026-04-08

DFAI

Dimensional International Cr Eq Mkt ETF

-2.54%

Shares1.5M

Event2026-03-31

Filed2026-04-08

JQUA

JP MORGAN ETF TRUST US QUALTY FCTR ETF

1.56%

Shares918.1K

Event2026-03-31

Filed2026-04-08

IQLT

ISHARES TRUST INTL QLTY FACTOR ETF

-1.94%

Shares921.8K

Event2026-03-31

Filed2026-04-08

VFLO

VictoryShares Free Cash Flow ETF

1.90%

Shares1.0M

Event2026-03-31

Filed2026-04-08

RDVY

First Trst Nasdaq Rsng

-1.10%

Shares570.7K

Event2026-03-31

Filed2026-04-08

AAPL

Apple Computer Inc

1.02%

Shares136.0K

Event2026-03-31

Filed2026-04-08

IBDS

iShares iBonds Dec 2027 Term Corp ETF

4.04%

Shares1.2M

Event2026-03-31

Filed2026-04-08

IBDT

ISHARES TRUST IBDS DEC28 ETF

6.48%

Shares1.2M

Event2026-03-31

Filed2026-04-08

DFAE

Dimensional Emerging Core Equity Mkt ETF

-3.01%

Shares858.6K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF

3.48%

Shares247.2K

Event2026-03-31

Filed2026-04-08

IBDR

ISHARES TRUST IBONDS DEC2026 E TF

-13.49%

Shares1.1M

Event2026-03-31

Filed2026-04-08

IBDU

ISHARES TRUST IBONDS DEC 29 ET F

8.38%

Shares1.1M

Event2026-03-31

Filed2026-04-08

IBDV

ISHARES TRUST IBONDS DEC 2030 TERM CORPOR

8.35%

Shares1.2M

Event2026-03-31

Filed2026-04-08

QUAL

iShares MSCI USA Quality Factor ETF

-2.35%

Shares131.5K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTURY INVESTMENTS I NTL EQT ETF

-3.65%

Shares291.2K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST PORTFOLIO TL STK ETF

-1.84%

Shares302.5K

Event2026-03-31

Filed2026-04-08

QTEC

First Tr Nasdaq 100 Fund

-2.18%

Shares83.8K

Event2026-03-31

Filed2026-04-08

TILT

Flexshares Morningstar

-2.55%

Shares68.3K

Event2026-03-31

Filed2026-04-08

IYW

iShares U.S. Technology ETF

4.34%

Shares88.8K

Event2026-03-31

Filed2026-04-08

RWK

INVESCO EXCHANGE TRADED FUND T S&P MDCP 400 REV ET

-9.71%

Shares117.6K

Event2026-03-31

Filed2026-04-08

EFA

Ishares Tr Msci Eafe Fd

-0.46%

Shares142.1K

Event2026-03-31

Filed2026-04-08

Powershs Qqq TRUST Ser

-0.32%

Shares21.3K

Event2026-03-31

Filed2026-04-08

NULG

NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF

-7.40%

Shares128.2K

Event2026-03-31

Filed2026-04-08

COWG

Pacer US Large Cp CA Cows Gr Ldrs ETF

15.31%

Shares342.0K

Event2026-03-31

Filed2026-04-08

FXL

FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

-6.00%

Shares61.6K

Event2026-03-31

Filed2026-04-08

SPSM

SPDR SERIES TRUST PORTFOLIO SM ETF

-14.93%

Shares153.1K

Event2026-03-31

Filed2026-04-08

JPME

JP MORGAN ETF TRUST DIVERSFED RTRN ETF

-2.65%

Shares63.6K

Event2026-03-31

Filed2026-04-08

NVDA

Nvidia Corp

-3.18%

Shares41.7K

Event2026-03-31

Filed2026-04-08

JPST

JP MORGAN ETF TRUST ULTRA SHRT INC ETF

New

Shares129.4K

Event2026-03-31

Filed2026-04-08

COWZ

PACER FDS TR US CASH COWS 100 ETF

-11.25%

Shares103.4K

Event2026-03-31

Filed2026-04-08

QDEF

FLEXSHARES TRUST QLT DIV DEF I DX ETF

-8.66%

Shares80.7K

Event2026-03-31

Filed2026-04-08

VTI

Vanguard Total Stock Mkt

-29.03%

Shares17.4K

Event2026-03-31

Filed2026-04-08

Rydex Etf TRUST

-35.75%

Shares27.5K

Event2026-03-31

Filed2026-04-08

ESGD

Ishares Esg Msci Eafe

-5.16%

Shares55.2K

Event2026-03-31

Filed2026-04-08

AMERICAN CENTURY ETF TRUST ETF

New

Shares111.4K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL U S CORE EQUITY 2 ETF

-0.02%

Shares128.6K

Event2026-03-31

Filed2026-04-08

RWL

INVESCO EXCHANGE TRADED FUND T S&P 500 REVENUE ETF

-2.06%

Shares42.5K

Event2026-03-31

Filed2026-04-08

DEUS

Dutsch X Trck Rusl 1000

-2.67%

Shares78.3K

Event2026-03-31

Filed2026-04-08

GBFH

GBank Financial Holdings Inc

298.59%

Shares158.9K

Event2026-03-31

Filed2026-04-08

DGRO

Ishares Core Dividend

-0.54%

Shares55.3K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB US DIVIDEND EQ ETF

-12.72%

Shares124.3K

Event2026-03-31

Filed2026-04-08

VUG

Vanguard Growth

-1.40%

Shares7.9K

Event2026-03-31

Filed2026-04-08

XLK

Sector Spdr Tech Select

0.00%

Shares25.2K

Event2026-03-31

Filed2026-04-08

TSLA

Tesla Motors Inc

13.31%

Shares9.0K

Event2026-03-31

Filed2026-04-08

LRGF

ISHARES TRUST MULTIFACTOR USA ETF

0.00%

Shares45.0K

Event2026-03-31

Filed2026-04-08

GEV

Ge Vernova Llc Com

42.85%

Shares3.3K

Event2026-03-31

Filed2026-04-08

IJR

Ishares Tr S&P Smallcap

0.00%

Shares22.3K

Event2026-03-31

Filed2026-04-08

SCHB

Schw US Brd Mkt Etf

-21.37%

Shares106.8K

Event2026-03-31

Filed2026-04-08

AMZN

Amazon Com Inc

62.22%

Shares12.8K

Event2026-03-31

Filed2026-04-08

Berkshire Hathaway Inc B

-12.93%

Shares5.2K

Event2026-03-31

Filed2026-04-08

ESG

Flexsh Stoxx US Esg

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-08

MDY

Mid Cap SPDR

-12.11%

Shares3.6K

Event2026-03-31

Filed2026-04-08

Google Inc Class C

2.34%

Shares7.8K

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY ETF

-5.79%

Shares28.6K

Event2026-03-31

Filed2026-04-08

INTU

Intuit Inc

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

MSFT

Microsoft Corp

6.71%

Shares4.9K

Event2026-03-31

Filed2026-04-08

AVUV

AVANTIS US SMALL CAP VALUE ETF

2.63%

Shares15.1K

Event2026-03-31

Filed2026-04-08

Vanguard S&P 500 Etf

58.27%

Shares2.7K

Event2026-03-31

Filed2026-04-08

NOC

Northrop Grumman Corp

73.53%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ABBV

Abbvie Inc

-2.68%

Shares6.7K

Event2026-03-31

Filed2026-04-08

Google Inc Class A

1.17%

Shares4.7K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF

-1.28%

Shares15.3K

Event2026-03-31

Filed2026-04-08

VIG

Vanguard Div Apprciation

-2.90%

Shares5.6K

Event2026-03-31

Filed2026-04-08

SYK

Stryker Corp

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

XOM

Exxon Mobil Corporation

-16.58%

Shares6.7K

Event2026-03-31

Filed2026-04-08

LLY

Lilly Eli & Company

-45.62%

Shares1.2K

Event2026-03-31

Filed2026-04-08

EZM

Wisdomtree TRUST Midcap

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-08

COST

Costco Whsl Corp New

-16.40%

Shares1.0K

Event2026-03-31

Filed2026-04-08

JPM

Jpmorgan Chase & Co

-26.35%

Shares3.4K

Event2026-03-31

Filed2026-04-08

FVD

First TRUST Value

-2.84%

Shares21.5K

Event2026-03-31

Filed2026-04-08

Goldman Sachs Group Inc

-0.34%

Shares1.2K

Event2026-03-31

Filed2026-04-08

JPIN

Jpmorgan Dvrsfd Rtrn

0.11%

Shares13.9K

Event2026-03-31

Filed2026-04-08

DIS

Disney Walt Co

-36.04%

Shares10.1K

Event2026-03-31

Filed2026-04-08

EIS

iShares MSCI Israel ETF

6.68%

Shares8.3K

Event2026-03-31

Filed2026-04-08

WTV

WISDOMTREE TRUST WISDOMTREE US VALUE FUND ETF

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-08

JNJ

Johnson & Johnson

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

NUSC

Nuveen Esg Small Cap

-0.16%

Shares18.4K

Event2026-03-31

Filed2026-04-08

Avago Technologies

-2.29%

Shares2.6K

Event2026-03-31

Filed2026-04-08

OEF

Ishares Tr S&P 100 Index

4.33%

Shares2.5K

Event2026-03-31

Filed2026-04-08

IUS

Invesco RAFI Strategic US ETF

-5.32%

Shares13.5K

Event2026-03-31

Filed2026-04-08

IWP

Ishares Russell Midcap

0.05%

Shares5.9K

Event2026-03-31

Filed2026-04-08

NFLX

Netflix Inc

-1.14%

Shares7.8K

Event2026-03-31

Filed2026-04-08

BRK.A

Berkshire Hathaway Inc A

0.00%

Shares1

Event2026-03-31

Filed2026-04-08

CVX

Chevron Corporation

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

USHY

iShares Broad USD High Yield Corp Bd ETF

-3.56%

Shares19.0K

Event2026-03-31

Filed2026-04-08

GCAL

Goldman Sachs Dynamic CA Muncpl Inc ETF

New

Shares13.4K

Event2026-03-31

Filed2026-04-08

DFCA

Dimensional California Municipal Bd ETF

New

Shares13.6K

Event2026-03-31

Filed2026-04-08

CMF

iShares California Muni Bond ETF

New

Shares11.9K

Event2026-03-31

Filed2026-04-08

NUMV

Nuveen Esg Mid Cap Value

-0.40%

Shares17.1K

Event2026-03-31

Filed2026-04-08