Sponsored

The Analysis of SAGE RHINO CAPITAL LLC's Holdings & P&L

Currently, SAGE RHINO CAPITAL LLC holds 328 types of securities in its portfolio with a total value $534.5M. In the most recent quarter, they have increased their positions in BND (+60.4K shares, valued at $4.5M), VCSH (+45.0K shares, valued at $3.6M), VBIL (+36.9K shares, valued at $2.8M); decreased their positions in N/A (-106.0K shares, valued at $9.3M), GSBD (-366.4K shares, valued at $3.3M), JCPI (-47.7K shares, valued at $2.3M); initiated new positions in VPLS (+35.1K shares, valued at $2.7M), VGSH (+40.6K shares, valued at $2.4M), VGHY (+21.5K shares, valued at $1.6M).

1M P&L

+11.5M+2.29%

3M P&L

-47.3M-8.43%

HY P&L

-14.4M-2.72%

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/A334.8M

70.3%

2Consumer Electronics11.4M

2.4%

3Auto Manufacturers10.7M

2.2%

Top Industries by Stock Count

1N/A90 stocks

30.3%

2Banks - Diversified11 stocks

3.7%

3Drug Manufacturers - General8 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VO VANGUARD INDEX FDS69.3K shares-0.90%2026-03-312026-04-28

VB VANGUARD INDEX FDS71.0K shares-1.10%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR158.4K shares-0.23%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T91.1K shares-3.44%2026-03-312026-04-28

IEFA ISHARES TR190.5K shares1.09%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR194.7K shares-35.25%2026-03-312026-04-28

GBIL GOLDMAN SACHS ETF TR162.8K shares-2.64%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS156.0K shares63.26%2026-03-312026-04-28

Sponsored

SDY SPDR SERIES TRUST77.3K shares-1.44%2026-03-312026-04-28

AAPL APPLE INC43.1K shares-0.46%2026-03-312026-04-28

AVLV AMERICAN CENTY ETF TR127.2K shares-5.12%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS121.4K shares32.86%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F185.7K shares5.40%2026-03-312026-04-28

VTI VANGUARD INDEX FDS31.1K shares0.19%2026-03-312026-04-28

TSLA TESLA INC26.6K shares2.35%2026-03-312026-04-28

AVDE AMERICAN CENTY ETF TR111.1K shares1.13%2026-03-312026-04-28

Sponsored

GSST GOLDMAN SACHS ETF TR164.6K shares-16.74%2026-03-312026-04-28

AVUS AMERICAN CENTY ETF TR73.8K shares-6.45%2026-03-312026-04-28

XLI SELECT SECTOR SPDR TR50.2K shares6.97%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS51.9K shares-1.29%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS147.5K shares23.81%2026-03-312026-04-28

VBIL VANGUARD INSTL INDEX FD91.5K shares67.48%2026-03-312026-04-28

JAAA JANUS DETROIT STR TR130.9K shares-6.09%2026-03-312026-04-28

IEMG ISHARES INC91.4K shares6.07%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC20.8K shares0.44%2026-03-312026-04-28

VSS VANGUARD INTL EQUITY INDEX F39.2K shares2.44%2026-03-312026-04-28

VHT VANGUARD WORLD FD21.0K shares9.40%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T8.8K shares0.19%2026-03-312026-04-28

MSFT MICROSOFT CORP15.3K shares-1.62%2026-03-312026-04-28

RSPT INVESCO EXCHANGE TRADED FD T122.6K shares-2.66%2026-03-312026-04-28

AMZN AMAZON COM INC25.2K shares40.47%2026-03-312026-04-28

NVDA NVIDIA CORPORATION28.6K shares1.79%2026-03-312026-04-28

Sponsored

VWOB VANGUARD WHITEHALL FDS72.8K shares26.67%2026-03-312026-04-28

VUSB VANGUARD BD INDEX FDS93.5K shares-19.22%2026-03-312026-04-28

SGOV ISHARES TR42.5K shares-20.22%2026-03-312026-04-28

VMBS VANGUARD SCOTTSDALE FDS87.7K shares1.33%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS51.2K shares722.36%2026-03-312026-04-28

ALPHABET INC ALPHABET INC11.7K shares0.07%2026-03-312026-04-28

VTIP VANGUARD MALVERN FDS67.2K shares7.04%2026-03-312026-04-28

IYR ISHARES TR31.7K shares24.17%2026-03-312026-04-28

Sponsored

COIN COINBASE GLOBAL INC17.1K shares0.44%2026-03-312026-04-28

MINT PIMCO ETF TR29.4K shares-4.01%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO9.8K shares-0.21%2026-03-312026-04-28

LDUR PIMCO ETF TR29.7K shares11.62%2026-03-312026-04-28

VPLS VANGUARD MALVERN FDS35.1K sharesnew addition2026-03-312026-04-28

DFGR DIMENSIONAL ETF TRUST100.0K shares18.23%2026-03-312026-04-28

IAGG ISHARES TR52.3K shares15.06%2026-03-312026-04-28

JPIE J P MORGAN EXCHANGE TRADED F54.2K shares12.10%2026-03-312026-04-28

Sponsored

JPST J P MORGAN EXCHANGE TRADED F49.1K shares-10.41%2026-03-312026-04-28

IVV ISHARES TR3.8K shares0.03%2026-03-312026-04-28

ROST ROSS STORES INC11.3K shares0.17%2026-03-312026-04-28

TRNO TERRENO RLTY CORP39.5K shares-1.73%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS40.6K sharesnew addition2026-03-312026-04-28

CRC CALIFORNIA RES CORP34.1K shares2.92%2026-03-312026-04-28

VAW VANGUARD WORLD FD9.9K shares-3.29%2026-03-312026-04-28

GNR SPDR INDEX SHS FDS28.8K shares6.11%2026-03-312026-04-28

Sponsored

XBB BONDBLOXX ETF TRUST52.5K shares-8.98%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS42.3K shares9.06%2026-03-312026-04-28

BROADCOM INC BROADCOM INC6.4K shares11.02%2026-03-312026-04-28

BAH BOOZ ALLEN HAMILTON HLDG COR25.3K shares20.76%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F25.2K shares0.51%2026-03-312026-04-28

NFLX NETFLIX INC.19.3K shares1.35%2026-03-312026-04-28

LLY ELI LILLY & CO2.0K shares0.05%2026-03-312026-04-28

ASML ASML HLDG NV1.4K shares1.76%2026-03-312026-04-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC4.9K shares3.59%2026-03-312026-04-28

IWM ISHARES TR6.6K shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON6.6K shares-3.14%2026-03-312026-04-28

FLEX FLEXTRONICS INTL LTD24.6K shares-15.62%2026-03-312026-04-28

VGHY VANGUARD FIXED INCOME SECS F21.5K sharesnew addition2026-03-312026-04-28

META META PLATFORMS INC2.8K shares1.88%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR19.1K shares2.69%2026-03-312026-04-28

WFC WELLS FARGO & CO19.2K shares-1.24%2026-03-312026-04-28

Sponsored

SPGI S&P GLOBAL INC3.4K shares155.95%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-28

MCO MOODYS CORP3.2K shares173.21%2026-03-312026-04-28

ABNB AIRBNB INC10.9K shares3.22%2026-03-312026-04-28

ORCL ORACLE CORP9.3K shares0.38%2026-03-312026-04-28

MS MORGAN STANLEY8.3K shares0.52%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION1.4K shares1.81%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST39.2K shares7.52%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC17.0K shares-0.63%2026-03-312026-04-28

VXF VANGUARD INDEX FDS6.3K shares2.44%2026-03-312026-04-28

XOM EXXON MOBIL CORP7.6K shares-1.14%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC10.4K shares0.14%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC1.3K shares2.68%2026-03-312026-04-28

SHEL SHELL PLC12.7K shares-1.16%2026-03-312026-04-28

NVS NOVARTIS AG7.6K shares0.34%2026-03-312026-04-28

CF CF INDUSTRIES HOLD8.9K shares-5.10%2026-03-312026-04-28

Sponsored

AXP AMERICAN EXPRESS CO3.8K shares-0.53%2026-03-312026-04-28

VGMS VANGUARD MALVERN FDS21.4K sharesnew addition2026-03-312026-04-28

ASTRAZENECA PLC ASTRAZENECA PLC5.4K sharesnew addition2026-03-312026-04-28

BA BOEING CO5.4K shares0.94%2026-03-312026-04-28

PG PROCTER & GAMBLE CO7.4K shares-2.04%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-2.46%2026-03-312026-04-28

CWB SPDR SERIES TRUST11.6K shares2.76%2026-03-312026-04-28

VTOL BRISTOW GROUP INC22.5K shares-5.52%2026-03-312026-04-28

Sponsored

ZTS ZOETIS INC8.8K shares-1.24%2026-03-312026-04-28

HSBC HSBC HLDGS PLC12.6K shares0.18%2026-03-312026-04-28

V VISA INC3.4K shares0.21%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP10.8K shares-2.45%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS4.6K shares0.00%2026-03-312026-04-28

TWLO TWILIO INC7.6K shares1.81%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS14.5K shares0.07%2026-03-312026-04-28

PFF ISHARES TR30.1K shares5.90%2026-03-312026-04-28

Sponsored

GHYB GOLDMAN SACHS ETF TR19.6K sharesnew addition2026-03-312026-04-28

IWF ISHARES TR2.0K shares0.00%2026-03-312026-04-28

AMGN AMGEN INC2.4K shares-0.04%2026-03-312026-04-28

BHP BHP BILLITON LIMITED11.4K shares0.09%2026-03-312026-04-28

BLACKSTONE INC BLACKSTONE INC6.9K shares12.80%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST20.0K shares3.02%2026-03-312026-04-28

TM TOYOTA MOTOR CORP3.8K shares0.48%2026-03-312026-04-28

AAAU GOLDMAN SACHS PHYSICAL GOLD16.2K shares-56.23%2026-03-312026-04-28

Sponsored

AER AERCAP HOLDINGS NV5.3K shares0.47%2026-03-312026-04-28

PYPL PAYPAL HLDGS INC15.9K shares-0.90%2026-03-312026-04-28

GILD GILEAD SCIENCES INC5.1K shares-22.58%2026-03-312026-04-28

WMT WALMART INC5.7K shares1.13%2026-03-312026-04-28

HYS PIMCO ETF TR7.4K shares-62.47%2026-03-312026-04-28

BBVA BANCO BILBAO VIZCAYA ARGENTA31.7K shares-0.60%2026-03-312026-04-28

KKR & CO INC KKR & CO INC7.3K shares-0.19%2026-03-312026-04-28

SMFG SUMITOMO MITSUI FIN GRP INC34.0K shares-0.42%2026-03-312026-04-28

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO38.0K shares-0.08%2026-03-312026-04-28

DASH DOORDASH INC4.3K shares-0.42%2026-03-312026-04-28

DOCU DOCUSIGN INC13.3K shares-20.82%2026-03-312026-04-28

GLD SPDR GOLD TR1.5K shares-19.42%2026-03-312026-04-28

SNDK SANDISK CORP983 shares-13.92%2026-03-312026-04-28

SAN BANCO SANTANDER SA54.2K shares1.37%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE2.1K shares0.47%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.0K shares0.00%2026-03-312026-04-28

Sponsored

JCPI J P MORGAN EXCHANGE TRADED F12.6K shares-79.18%2026-03-312026-04-28

EFA ISHARES TR6.2K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION2.9K shares0.41%2026-03-312026-04-28

NXT NEXTPOWER INC5.0K shares-4.88%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR20.2K shares0.02%2026-03-312026-04-28

AMAT APPLIED MATLS INC1.7K shares-2.13%2026-03-312026-04-28

SAP SAP SE3.4K shares-0.62%2026-03-312026-04-28

TOTALENERGIES SE TOTALENERGIES SE6.3K shares1.09%2026-03-312026-04-28

Sponsored

CRM SALESFORCE INC3.0K shares-0.59%2026-03-312026-04-28

AVGE AMERICAN CENTY ETF TR6.5K shares11.06%2026-03-312026-04-28

IJH ISHARES TR8.4K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC1.7K shares1.18%2026-03-312026-04-28

UBS UBS GROUP AG14.2K shares0.21%2026-03-312026-04-28

BE BLOOM ENERGY CORP4.1K shares-28.03%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC125 shares0.81%2026-03-312026-04-28

CCJ CAMECO CORP4.8K shares-58.07%2026-03-312026-04-28

Sponsored

ABBV ABBVIE INC2.3K shares-0.26%2026-03-312026-04-28

SONY SONY GROUP CORP24.3K shares-3.29%2026-03-312026-04-28

GEV GE VERNOVA INC563 shares2.93%2026-03-312026-04-28

IWC ISHARES TR3.1K shares85.46%2026-03-312026-04-28

BP BP PLC10.4K shares2.27%2026-03-312026-04-28

BOND PIMCO ETF TR5.2K shares0.63%2026-03-312026-04-28

MA MASTERCARD INCORPORATED966 shares-2.52%2026-03-312026-04-28

EMN EASTMAN CHEM CO6.3K shares-2.09%2026-03-312026-04-28

Sponsored

UNILEVER PLC UNILEVER PLC8.0K shares-1.57%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR18.0K shares0.24%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC1.3K shares-3.95%2026-03-312026-04-28

ING ING GROEP N.V.17.0K shares-1.15%2026-03-312026-04-28

SM SM ENERGY COMPANY13.8K sharesnew addition2026-03-312026-04-28

BTI BRITISH AMERN TOB PLC7.3K shares1.61%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC2.1K shares-3.59%2026-03-312026-04-28

QCOM QUALCOMM INC3.2K shares-2.16%2026-03-312026-04-28

Sponsored

DFAS DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-04-28

NATIONAL GRID PLC NATIONAL GRID PLC4.8K shares0.99%2026-03-312026-04-28

KO COCA COLA CO5.3K shares-0.32%2026-03-312026-04-28

SNY SANOFI SA8.2K shares-0.05%2026-03-312026-04-28

GSK PLC GSK PLC7.1K shares3.56%2026-03-312026-04-28

GSBD GOLDMAN SACHS BDC INC43.5K shares-89.39%2026-03-312026-04-28

VOE VANGUARD INDEX FDS2.1K shares4.85%2026-03-312026-04-28

MFG MIZUHO FINANCIAL GROUP INC47.3K shares3.81%2026-03-312026-04-28

Sponsored

IWP ISHARES TR2.9K shares0.00%2026-03-312026-04-28

RIO RIO TINTO PLC4.0K shares2.25%2026-03-312026-04-28

CLOV CLOVER HEALTH INVESTMENTS CO211.4K shares-0.08%2026-03-312026-04-28

T AT&T INC12.8K shares0.10%2026-03-312026-04-28

CAT CATERPILLAR INC521 shares-0.95%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2026-03-312026-04-28

EEM ISHARES TR6.3K shares0.00%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR14.3K shares0.00%2026-03-312026-04-28

Sponsored

IBIT ISHARES BITCOIN TRUST ETF9.1K sharesnew addition2026-03-312026-04-28

CE CELANESE CORP DEL5.2K shares0.95%2026-03-312026-04-28

IJR ISHARES TR2.7K shares0.00%2026-03-312026-04-28

JXN JACKSON FINANCIAL INC3.2K shares0.63%2026-03-312026-04-28

KMX CARMAX INC7.9K shares-4.49%2026-03-312026-04-28

USFD US FOODS HLDG CORP3.6K shares7.53%2026-03-312026-04-28

BCS BARCLAYS PLC15.5K shares-2.68%2026-03-312026-04-28

GLW CORNING INC2.4K shares-2.17%2026-03-312026-04-28

Sponsored

NVO NOVO-NORDISK A S8.7K shares-16.90%2026-03-312026-04-28

IWB ISHARES TR866 shares0.00%2026-03-312026-04-28

UNP UNION PAC CORP1.3K shares0.72%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC625 shares-2.65%2026-03-312026-04-28

MOH MOLINA HEALTHCARE INC2.3K sharesnew addition2026-03-312026-04-28

AVDV AMERICAN CENTY ETF TR3.1K shares0.03%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC2.0K shares2.77%2026-03-312026-04-28

RS RELIANCE INC972 shares6.93%2026-03-312026-04-28

Sponsored

EATON CORP PLC EATON CORP PLC819 shares2.25%2026-03-312026-04-28

ABT ABBOTT LABORATORIES2.8K shares-1.74%2026-03-312026-04-28

LNC LINCOLN NATL CORP IND8.2K shares-1.04%2026-03-312026-04-28

ETFS GOLD TR ETFS GOLD TR6.4K shares0.00%2026-03-312026-04-28

MCD MCDONALDS CORP914 shares-10.04%2026-03-312026-04-28

AA ALCOA CORP4.3K shares6.98%2026-03-312026-04-28

HLT HILTON WORLDWIDE HLDGS INC927 shares0.22%2026-03-312026-04-28

UTHR UNITED THERAPEUTICS CORP DEL474 shares5.10%2026-03-312026-04-28

Sponsored

MATCH GROUP INC NEW MATCH GROUP INC NEW9.1K sharesnew addition2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares-2.62%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS3.1K shares-1.73%2026-03-312026-04-28

LKQ LKQ CORP9.4K sharesnew addition2026-03-312026-04-28

BAC BANK AMERICA CORP5.6K shares-0.04%2026-03-312026-04-28

ABCB AMERIS BANCORP3.5K shares-1.96%2026-03-312026-04-28

TXN TEXAS INSTRS INC1.4K shares-4.04%2026-03-312026-04-28

SPYG SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-28

Sponsored

MATX MATSON INC1.6K sharesnew addition2026-03-312026-04-28

WK WORKIVA INC4.5K shares0.07%2026-03-312026-04-28

NEE NEXTERA ENERGY INC2.9K shares0.56%2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR8.2K shares0.00%2026-03-312026-04-28

PTEN PATTERSON-UTI ENERGY INC24.8K shares-2.41%2026-03-312026-04-28

FLR FLUOR CORP5.7K sharesnew addition2026-03-312026-04-28

PAYC PAYCOM SOFTWARE INC2.2K sharesnew addition2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR458 shares-14.71%2026-03-312026-04-28

Sponsored

INTC INTEL CORP6.0K shares2.89%2026-03-312026-04-28

JLL JONES LANG LASALLE INC862 shares8.84%2026-03-312026-04-28

ESI ELEMENT SOLUTIONS INC7.7K sharesnew addition2026-03-312026-04-28

UNM UNUM GROUP3.6K shares3.10%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP930 shares2.09%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC5.2K shares0.62%2026-03-312026-04-28

HON HONEYWELL INTL INC1.1K shares-0.26%2026-03-312026-04-28

DAR DARLING INGREDIENTS INC4.1K sharesnew addition2026-03-312026-04-28

Sponsored

AR ANTERO RESOURCES CORP6.0K sharesnew addition2026-03-312026-04-28

AL AIR LEASE CORP3.9K shares-9.55%2026-03-312026-04-28

XPO XPO INC1.3K shares-16.87%2026-03-312026-04-28

BWA BORGWARNER INC4.6K shares-40.05%2026-03-312026-04-28

LUMN LUMEN TECHNOLOGIES INC36.1K shares0.54%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC919 shares-5.36%2026-03-312026-04-28

CASY CASEYS GEN STORES INC340 sharesnew addition2026-03-312026-04-28

RITM RITHM CAPITAL CORP26.1K sharesnew addition2026-03-312026-04-28

Sponsored

DB DEUTSCHE BK AG8.2K shares-2.46%2026-03-312026-04-28

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.2K sharesnew addition2026-03-312026-04-28

LYG LLOYDS BANKING GROUP PLC48.2K shares0.19%2026-03-312026-04-28

RTX RTX CORPORATION1.3K shares-2.03%2026-03-312026-04-28

LW LAMB WESTON HLDGS INC5.7K sharesnew addition2026-03-312026-04-28

RGA REINSURANCE GROUP AMER INC1.2K shares8.53%2026-03-312026-04-28

FORM FORMFACTOR INC2.5K sharesnew addition2026-03-312026-04-28

FHN FIRST HORIZON CORPORATION10.5K shares3.91%2026-03-312026-04-28

Sponsored

PLD PROLOGIS INC.1.8K shares-2.43%2026-03-312026-04-28

TEVA TEVA PHARMACEUTICAL INDS LTD7.9K shares5.59%2026-03-312026-04-28

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.7K sharesnew addition2026-03-312026-04-28

TOL TOLL BROTHERS INC1.7K sharesnew addition2026-03-312026-04-28

WDS WOODSIDE ENERGY GROUP LTD9.9K sharesnew addition2026-03-312026-04-28

WPC WP CAREY INC3.5K shares-1.53%2026-03-312026-04-28

WBS WEBSTER FINL CORP3.4K shares4.17%2026-03-312026-04-28

IX ORIX CORP7.8K shares-0.84%2026-03-312026-04-28

Sponsored

HII HUNTINGTON INGALLS INDS INC616 shares0.00%2026-03-312026-04-28

BUD ANHEUSER BUSCH INBEV SA NV3.4K shares6.54%2026-03-312026-04-28

LINDE PLC LINDE PLC466 sharesnew addition2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST3.3K shares6.10%2026-03-312026-04-28

TDS TELEPHONE & DATA SYS INC5.5K shares3.12%2026-03-312026-04-28

GCAL GOLDMAN SACHS ETF TR4.5K sharesnew addition2026-03-312026-04-28

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC2.1K sharesnew addition2026-03-312026-04-28

ESE ESCO TECHNOLOGIES INC797 sharesnew addition2026-03-312026-04-28

Sponsored

AGO ASSURED GUARANTY LTD2.7K shares0.33%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS921 shares2.11%2026-03-312026-04-28

ICSH ISHARES TR4.4K shares0.05%2026-03-312026-04-28

TAK TAKEDA PHARMACEUTICAL CO LTD11.9K shares1.76%2026-03-312026-04-28

SMTC SEMTECH CORP2.9K sharesnew addition2026-03-312026-04-28

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-28

CENCORA INC CENCORA INC700 shares1.16%2026-03-312026-04-28

TFX TELEFLEX INCORPORATED1.8K shares9.48%2026-03-312026-04-28

Sponsored

ILMN ILLUMINA INC1.8K shares7.61%2026-03-312026-04-28

SANM SANMINA CORP1.7K shares-26.63%2026-03-312026-04-28

BJ BJS WHSL CLUB HLDGS INC2.2K sharesnew addition2026-03-312026-04-28

DVA DAVITA INC1.4K sharesnew addition2026-03-312026-04-28

E ENI SPA3.8K sharesnew addition2026-03-312026-04-28

PEP PEPSICO INC1.4K shares-2.44%2026-03-312026-04-28

AUB ATLANTIC UN BANKSHARES CORP6.1K sharesnew addition2026-03-312026-04-28

EQNR EQUINOR ASA5.1K sharesnew addition2026-03-312026-04-28

Sponsored

RELX RELX PLC6.5K shares-3.55%2026-03-312026-04-28

CW CURTISS WRIGHT CORP317 sharesnew addition2026-03-312026-04-28

RRC RANGE RES CORP4.8K sharesnew addition2026-03-312026-04-28

GPI GROUP 1 AUTOMOTIVE INC652 shares23.95%2026-03-312026-04-28

RGLD ROYAL GOLD INC845 shares-11.43%2026-03-312026-04-28

THC TENET HEALTHCARE CORP1.1K shares-11.57%2026-03-312026-04-28

SNX TD SYNNEX CORPORATION1.3K sharesnew addition2026-03-312026-04-28

PLXS PLEXUS CORP1.1K sharesnew addition2026-03-312026-04-28

Sponsored

DE DEERE & CO378 sharesnew addition2026-03-312026-04-28

TPH TRI POINTE HOMES INC4.6K sharesnew addition2026-03-312026-04-28

SIG SIGNET JEWELERS LIMITED2.5K shares-0.99%2026-03-312026-04-28

NOK NOKIA CORP26.3K shares3.22%2026-03-312026-04-28

CB CHUBB LTD SWITZ648 shares0.00%2026-03-312026-04-28

WCC WESCO INTL INC770 sharesnew addition2026-03-312026-04-28

OVV OVINTIV INC3.5K sharesnew addition2026-03-312026-04-28

BTU PEABODY ENGR CORP6.4K sharesnew addition2026-03-312026-04-28

Sponsored

GS GOLDMAN SACHS GROUP INC247 shares-2.76%2026-03-312026-04-28

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN9.8K sharesnew addition2026-03-312026-04-28

PH PARKER-HANNIFIN CORP230 shares-2.95%2026-03-312026-04-28

BCPC BALCHEM CORP1.2K sharesnew addition2026-03-312026-04-28

DFAT DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-04-28

HCC WARRIOR MET COAL INC2.2K sharesnew addition2026-03-312026-04-28

ENTG ENTEGRIS INC1.7K sharesnew addition2026-03-312026-04-28

DAN DANA INC6.0K sharesnew addition2026-03-312026-04-28

Sponsored

CHRD CHORD ENERGY CORPORATION1.4K sharesnew addition2026-03-312026-04-28

SF STIFEL FINL CORP2.7K shares55.60%2026-03-312026-04-28

ILCB ISHARES TR2.2K shares0.00%2026-03-312026-04-28

IBP INSTALLED BLDG PRODS INC760 sharesnew addition2026-03-312026-04-28

VIAV VIAVI SOLUTIONS INC6.1K sharesnew addition2026-03-312026-04-28

AVES AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-04-28

CIEN CIENA CORP517 shares-70.25%2026-03-312026-04-28

FNF FIDELITY NATL FINL INC4.3K shares8.83%2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP331 sharesnew addition2026-03-312026-04-28

MAC MACERICH CO10.4K shares1.64%2026-03-312026-04-28

CRGY CRESCENT ENERGY COMPANY13.6K shares-12.41%2026-03-312026-04-28

GNW GENWORTH FINL INC22.6K shares-0.35%2026-03-312026-04-28

NATWEST GROUP PLC NATWEST GROUP PLC12.3K shares2.02%2026-03-312026-04-28

HLN HALEON PLC16.4K shares4.78%2026-03-312026-04-28

WU WESTERN UN CO17.9K shares-3.25%2026-03-312026-04-28

AEGON LTD AEGON LTD20.8K shares-0.82%2026-03-312026-04-28

Sponsored

NEOG NEOGEN CORP15.8K shares-0.04%2026-03-312026-04-28

TAC TRANSALTA CORP11.1K shares8.65%2026-03-312026-04-28

NMR NOMURA HLDGS INC18.4K shares-0.39%2026-03-312026-04-28

ETB EATON VANCE TAX MNGED BUY WR10.0K shares-45.95%2026-03-312026-04-28

APLE APPLE HOSPITALITY REIT INC11.5K sharesnew addition2026-03-312026-04-28

ERIC TELEFONAKTIEBOLAGET LM ERICS11.7K shares3.11%2026-03-312026-04-28

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD10.7K shares-1.47%2026-03-312026-04-28

MPW MEDICAL PROPERTIES TRUST INC25.4K shares1.57%2026-03-312026-04-28

Sponsored

CNH CNH INDL N V10.4K sharesnew addition2026-03-312026-04-28

BGC BGC GROUP INC11.2K shares3.89%2026-03-312026-04-28

LIEN CHICAGO ATLANTIC BDC INC10.9K shares0.00%2026-03-312026-04-28

CLF CLEVELAND-CLIFFS INC NEW10.9K shares-13.53%2026-03-312026-04-28

GTM ZOOMINFO TECHNOLOGIES INC13.8K sharesnew addition2026-03-312026-04-28

NWL NEWELL BRANDS INC17.6K sharesnew addition2026-03-312026-04-28

JBLU JETBLUE AIRWAYS CORP12.5K shares8.73%2026-03-312026-04-28

GRAB GRAB HOLDINGS LIMITED11.9K shares1.53%2026-03-312026-04-28

Sponsored

VANGUARD INDEX FDS

-0.90%

Shares69.3K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-1.10%

Shares71.0K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

-0.23%

Shares158.4K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

-3.44%

Shares91.1K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

1.09%

Shares190.5K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

-35.25%

Shares194.7K

Event2026-03-31

Filed2026-04-28

GBIL

GOLDMAN SACHS ETF TR

-2.64%

Shares162.8K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

63.26%

Shares156.0K

Event2026-03-31

Filed2026-04-28

SDY

SPDR SERIES TRUST

-1.44%

Shares77.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-0.46%

Shares43.1K

Event2026-03-31

Filed2026-04-28

AVLV

AMERICAN CENTY ETF TR

-5.12%

Shares127.2K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

32.86%

Shares121.4K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

5.40%

Shares185.7K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.19%

Shares31.1K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

2.35%

Shares26.6K

Event2026-03-31

Filed2026-04-28

AVDE

AMERICAN CENTY ETF TR

1.13%

Shares111.1K

Event2026-03-31

Filed2026-04-28

GSST

GOLDMAN SACHS ETF TR

-16.74%

Shares164.6K

Event2026-03-31

Filed2026-04-28

AVUS

AMERICAN CENTY ETF TR

-6.45%

Shares73.8K

Event2026-03-31

Filed2026-04-28

XLI

SELECT SECTOR SPDR TR

6.97%

Shares50.2K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-1.29%

Shares51.9K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

23.81%

Shares147.5K

Event2026-03-31

Filed2026-04-28

VBIL

VANGUARD INSTL INDEX FD

67.48%

Shares91.5K

Event2026-03-31

Filed2026-04-28

JAAA

JANUS DETROIT STR TR

-6.09%

Shares130.9K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

6.07%

Shares91.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.44%

Shares20.8K

Event2026-03-31

Filed2026-04-28

VSS

VANGUARD INTL EQUITY INDEX F

2.44%

Shares39.2K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD WORLD FD

9.40%

Shares21.0K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.19%

Shares8.8K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-1.62%

Shares15.3K

Event2026-03-31

Filed2026-04-28

RSPT

INVESCO EXCHANGE TRADED FD T

-2.66%

Shares122.6K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

40.47%

Shares25.2K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

1.79%

Shares28.6K

Event2026-03-31

Filed2026-04-28

VWOB

VANGUARD WHITEHALL FDS

26.67%

Shares72.8K

Event2026-03-31

Filed2026-04-28

VUSB

VANGUARD BD INDEX FDS

-19.22%

Shares93.5K

Event2026-03-31

Filed2026-04-28

SGOV

ISHARES TR

-20.22%

Shares42.5K

Event2026-03-31

Filed2026-04-28

VMBS

VANGUARD SCOTTSDALE FDS

1.33%

Shares87.7K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

722.36%

Shares51.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.07%

Shares11.7K

Event2026-03-31

Filed2026-04-28

VTIP

VANGUARD MALVERN FDS

7.04%

Shares67.2K

Event2026-03-31

Filed2026-04-28

IYR

ISHARES TR

24.17%

Shares31.7K

Event2026-03-31

Filed2026-04-28

COIN

COINBASE GLOBAL INC

0.44%

Shares17.1K

Event2026-03-31

Filed2026-04-28

MINT

PIMCO ETF TR

-4.01%

Shares29.4K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-0.21%

Shares9.8K

Event2026-03-31

Filed2026-04-28

LDUR

PIMCO ETF TR

11.62%

Shares29.7K

Event2026-03-31

Filed2026-04-28

VPLS

VANGUARD MALVERN FDS

New

Shares35.1K

Event2026-03-31

Filed2026-04-28

DFGR

DIMENSIONAL ETF TRUST

18.23%

Shares100.0K

Event2026-03-31

Filed2026-04-28

IAGG

ISHARES TR

15.06%

Shares52.3K

Event2026-03-31

Filed2026-04-28

JPIE

J P MORGAN EXCHANGE TRADED F

12.10%

Shares54.2K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

-10.41%

Shares49.1K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-28

ROST

ROSS STORES INC

0.17%

Shares11.3K

Event2026-03-31

Filed2026-04-28

TRNO

TERRENO RLTY CORP

-1.73%

Shares39.5K

Event2026-03-31

Filed2026-04-28

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares40.6K

Event2026-03-31

Filed2026-04-28

CRC

CALIFORNIA RES CORP

2.92%

Shares34.1K

Event2026-03-31

Filed2026-04-28

VAW

VANGUARD WORLD FD

-3.29%

Shares9.9K

Event2026-03-31

Filed2026-04-28

GNR

SPDR INDEX SHS FDS

6.11%

Shares28.8K

Event2026-03-31

Filed2026-04-28

XBB

BONDBLOXX ETF TRUST

-8.98%

Shares52.5K

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD MUN BD FDS

9.06%

Shares42.3K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

11.02%

Shares6.4K

Event2026-03-31

Filed2026-04-28

BAH

BOOZ ALLEN HAMILTON HLDG COR

20.76%

Shares25.3K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

0.51%

Shares25.2K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

1.35%

Shares19.3K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV

1.76%

Shares1.4K

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.59%

Shares4.9K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-3.14%

Shares6.6K

Event2026-03-31

Filed2026-04-28

FLEX

FLEXTRONICS INTL LTD

-15.62%

Shares24.6K

Event2026-03-31

Filed2026-04-28

VGHY

VANGUARD FIXED INCOME SECS F

New

Shares21.5K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC

1.88%

Shares2.8K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

2.69%

Shares19.1K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

-1.24%

Shares19.2K

Event2026-03-31

Filed2026-04-28

SPGI

S&P GLOBAL INC

155.95%

Shares3.4K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-28

MCO

MOODYS CORP

173.21%

Shares3.2K

Event2026-03-31

Filed2026-04-28

ABNB

AIRBNB INC

3.22%

Shares10.9K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

0.38%

Shares9.3K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

0.52%

Shares8.3K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

1.81%

Shares1.4K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

7.52%

Shares39.2K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-0.63%

Shares17.0K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

2.44%

Shares6.3K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-1.14%

Shares7.6K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

0.14%

Shares10.4K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

2.68%

Shares1.3K

Event2026-03-31

Filed2026-04-28

SHEL

SHELL PLC

-1.16%

Shares12.7K

Event2026-03-31

Filed2026-04-28

NVS

NOVARTIS AG

0.34%

Shares7.6K

Event2026-03-31

Filed2026-04-28

CF INDUSTRIES HOLD

-5.10%

Shares8.9K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

-0.53%

Shares3.8K

Event2026-03-31

Filed2026-04-28

VGMS

VANGUARD MALVERN FDS

New

Shares21.4K

Event2026-03-31

Filed2026-04-28

ASTRAZENECA PLC

New

Shares5.4K

Event2026-03-31

Filed2026-04-28

BOEING CO

0.94%

Shares5.4K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

-2.04%

Shares7.4K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-2.46%

Shares2.2K

Event2026-03-31

Filed2026-04-28

CWB

SPDR SERIES TRUST

2.76%

Shares11.6K

Event2026-03-31

Filed2026-04-28

VTOL

BRISTOW GROUP INC

-5.52%

Shares22.5K

Event2026-03-31

Filed2026-04-28

ZTS

ZOETIS INC

-1.24%

Shares8.8K

Event2026-03-31

Filed2026-04-28

HSBC

HSBC HLDGS PLC

0.18%

Shares12.6K

Event2026-03-31

Filed2026-04-28

VISA INC

0.21%

Shares3.4K

Event2026-03-31

Filed2026-04-28

SCHW

SCHWAB CHARLES CORP

-2.45%

Shares10.8K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

TWLO

TWILIO INC

1.81%

Shares7.6K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

0.07%

Shares14.5K

Event2026-03-31

Filed2026-04-28

PFF

ISHARES TR

5.90%

Shares30.1K

Event2026-03-31

Filed2026-04-28

GHYB

GOLDMAN SACHS ETF TR

New

Shares19.6K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

-0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-28

BHP

BHP BILLITON LIMITED

0.09%

Shares11.4K

Event2026-03-31

Filed2026-04-28

BLACKSTONE INC

12.80%

Shares6.9K

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

3.02%

Shares20.0K

Event2026-03-31

Filed2026-04-28

TOYOTA MOTOR CORP

0.48%

Shares3.8K

Event2026-03-31

Filed2026-04-28

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-56.23%

Shares16.2K

Event2026-03-31

Filed2026-04-28

AER

AERCAP HOLDINGS NV

0.47%

Shares5.3K

Event2026-03-31

Filed2026-04-28

PYPL

PAYPAL HLDGS INC

-0.90%

Shares15.9K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC

-22.58%

Shares5.1K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

1.13%

Shares5.7K

Event2026-03-31

Filed2026-04-28

HYS

PIMCO ETF TR

-62.47%

Shares7.4K

Event2026-03-31

Filed2026-04-28

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-0.60%

Shares31.7K

Event2026-03-31

Filed2026-04-28

KKR & CO INC

-0.19%

Shares7.3K

Event2026-03-31

Filed2026-04-28

SMFG

SUMITOMO MITSUI FIN GRP INC

-0.42%

Shares34.0K

Event2026-03-31

Filed2026-04-28

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-0.08%

Shares38.0K

Event2026-03-31

Filed2026-04-28

DASH

DOORDASH INC

-0.42%

Shares4.3K

Event2026-03-31

Filed2026-04-28

DOCU

DOCUSIGN INC

-20.82%

Shares13.3K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-19.42%

Shares1.5K

Event2026-03-31

Filed2026-04-28

SNDK

SANDISK CORP

-13.92%

Shares983

Event2026-03-31

Filed2026-04-28

SAN

BANCO SANTANDER SA

1.37%

Shares54.2K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE

0.47%

Shares2.1K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-28

JCPI

J P MORGAN EXCHANGE TRADED F

-79.18%

Shares12.6K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

0.41%

Shares2.9K

Event2026-03-31

Filed2026-04-28

NXT

NEXTPOWER INC

-4.88%

Shares5.0K

Event2026-03-31

Filed2026-04-28

SCHA

SCHWAB STRATEGIC TR

0.02%

Shares20.2K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

-2.13%

Shares1.7K

Event2026-03-31

Filed2026-04-28

SAP

SAP SE

-0.62%

Shares3.4K

Event2026-03-31

Filed2026-04-28

TOTALENERGIES SE

1.09%

Shares6.3K

Event2026-03-31

Filed2026-04-28

CRM

SALESFORCE INC

-0.59%

Shares3.0K

Event2026-03-31

Filed2026-04-28

AVGE

AMERICAN CENTY ETF TR

11.06%

Shares6.5K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

1.18%

Shares1.7K

Event2026-03-31

Filed2026-04-28

UBS

UBS GROUP AG

0.21%

Shares14.2K

Event2026-03-31

Filed2026-04-28

BLOOM ENERGY CORP

-28.03%

Shares4.1K

Event2026-03-31

Filed2026-04-28

BKNG

BOOKING HOLDINGS INC

0.81%

Shares125

Event2026-03-31

Filed2026-04-28

CCJ

CAMECO CORP

-58.07%

Shares4.8K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-28

SONY

SONY GROUP CORP

-3.29%

Shares24.3K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

2.93%

Shares563

Event2026-03-31

Filed2026-04-28

IWC

ISHARES TR

85.46%

Shares3.1K

Event2026-03-31

Filed2026-04-28

BP PLC

2.27%

Shares10.4K

Event2026-03-31

Filed2026-04-28

BOND

PIMCO ETF TR

0.63%

Shares5.2K

Event2026-03-31

Filed2026-04-28

MASTERCARD INCORPORATED

-2.52%

Shares966

Event2026-03-31

Filed2026-04-28

EMN

EASTMAN CHEM CO

-2.09%

Shares6.3K

Event2026-03-31

Filed2026-04-28

UNILEVER PLC

-1.57%

Shares8.0K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

0.24%

Shares18.0K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

-3.95%

Shares1.3K

Event2026-03-31

Filed2026-04-28

ING

ING GROEP N.V.

-1.15%

Shares17.0K

Event2026-03-31

Filed2026-04-28

SM ENERGY COMPANY

New

Shares13.8K

Event2026-03-31

Filed2026-04-28

BTI

BRITISH AMERN TOB PLC

1.61%

Shares7.3K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

-3.59%

Shares2.1K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

-2.16%

Shares3.2K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-28

NATIONAL GRID PLC

0.99%

Shares4.8K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

-0.32%

Shares5.3K

Event2026-03-31

Filed2026-04-28

SNY

SANOFI SA

-0.05%

Shares8.2K

Event2026-03-31

Filed2026-04-28

GSK PLC

3.56%

Shares7.1K

Event2026-03-31

Filed2026-04-28

GSBD

GOLDMAN SACHS BDC INC

-89.39%

Shares43.5K

Event2026-03-31

Filed2026-04-28

VOE

VANGUARD INDEX FDS

4.85%

Shares2.1K

Event2026-03-31

Filed2026-04-28

MFG

MIZUHO FINANCIAL GROUP INC

3.81%

Shares47.3K

Event2026-03-31

Filed2026-04-28

IWP

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-28

RIO

RIO TINTO PLC

2.25%

Shares4.0K

Event2026-03-31

Filed2026-04-28

CLOV

CLOVER HEALTH INVESTMENTS CO

-0.08%

Shares211.4K

Event2026-03-31

Filed2026-04-28

AT&T INC

0.10%

Shares12.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-0.95%

Shares521

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

EEM

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares9.1K

Event2026-03-31

Filed2026-04-28

CELANESE CORP DEL

0.95%

Shares5.2K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-28

JXN

JACKSON FINANCIAL INC

0.63%

Shares3.2K

Event2026-03-31

Filed2026-04-28

KMX

CARMAX INC

-4.49%

Shares7.9K

Event2026-03-31

Filed2026-04-28

USFD

US FOODS HLDG CORP

7.53%

Shares3.6K

Event2026-03-31

Filed2026-04-28

BCS

BARCLAYS PLC

-2.68%

Shares15.5K

Event2026-03-31

Filed2026-04-28

GLW

CORNING INC

-2.17%

Shares2.4K

Event2026-03-31

Filed2026-04-28

NVO

NOVO-NORDISK A S

-16.90%

Shares8.7K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

0.00%

Shares866

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

0.72%

Shares1.3K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

-2.65%

Shares625

Event2026-03-31

Filed2026-04-28

MOH

MOLINA HEALTHCARE INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-28

AVDV

AMERICAN CENTY ETF TR

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-28

PLTR

PALANTIR TECHNOLOGIES INC

2.77%

Shares2.0K

Event2026-03-31

Filed2026-04-28

RELIANCE INC

6.93%

Shares972

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

2.25%

Shares819

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

-1.74%

Shares2.8K

Event2026-03-31

Filed2026-04-28

LNC

LINCOLN NATL CORP IND

-1.04%

Shares8.2K

Event2026-03-31

Filed2026-04-28

ETFS GOLD TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

-10.04%

Shares914

Event2026-03-31

Filed2026-04-28

ALCOA CORP

6.98%

Shares4.3K

Event2026-03-31

Filed2026-04-28

HLT

HILTON WORLDWIDE HLDGS INC

0.22%

Shares927

Event2026-03-31

Filed2026-04-28

UTHR

UNITED THERAPEUTICS CORP DEL

5.10%

Shares474

Event2026-03-31

Filed2026-04-28

MATCH GROUP INC NEW

New

Shares9.1K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

-2.62%

Shares1.3K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

-1.73%

Shares3.1K

Event2026-03-31

Filed2026-04-28

LKQ

LKQ CORP

New

Shares9.4K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-0.04%

Shares5.6K

Event2026-03-31

Filed2026-04-28

ABCB

AMERIS BANCORP

-1.96%

Shares3.5K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

-4.04%

Shares1.4K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

MATX

MATSON INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-28

WORKIVA INC

0.07%

Shares4.5K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

0.56%

Shares2.9K

Event2026-03-31

Filed2026-04-28

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-28

PTEN

PATTERSON-UTI ENERGY INC

-2.41%

Shares24.8K

Event2026-03-31

Filed2026-04-28

FLR

FLUOR CORP

New

Shares5.7K

Event2026-03-31

Filed2026-04-28

PAYC

PAYCOM SOFTWARE INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-14.71%

Shares458

Event2026-03-31

Filed2026-04-28

INTC

INTEL CORP

2.89%

Shares6.0K

Event2026-03-31

Filed2026-04-28

JLL

JONES LANG LASALLE INC

8.84%

Shares862

Event2026-03-31

Filed2026-04-28

ESI

ELEMENT SOLUTIONS INC

New

Shares7.7K

Event2026-03-31

Filed2026-04-28

UNM

UNUM GROUP

3.10%

Shares3.6K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP

2.09%

Shares930

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

0.62%

Shares5.2K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

-0.26%

Shares1.1K

Event2026-03-31

Filed2026-04-28

DAR

DARLING INGREDIENTS INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-28

ANTERO RESOURCES CORP

New

Shares6.0K

Event2026-03-31

Filed2026-04-28

AIR LEASE CORP

-9.55%

Shares3.9K

Event2026-03-31

Filed2026-04-28

XPO

XPO INC

-16.87%

Shares1.3K

Event2026-03-31

Filed2026-04-28

BWA

BORGWARNER INC

-40.05%

Shares4.6K

Event2026-03-31

Filed2026-04-28

LUMN

LUMEN TECHNOLOGIES INC

0.54%

Shares36.1K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

-5.36%

Shares919

Event2026-03-31

Filed2026-04-28

CASY

CASEYS GEN STORES INC

New

Shares340

Event2026-03-31

Filed2026-04-28

RITM

RITHM CAPITAL CORP

New

Shares26.1K

Event2026-03-31

Filed2026-04-28

DEUTSCHE BK AG

-2.46%

Shares8.2K

Event2026-03-31

Filed2026-04-28

SOLSTICE ADVANCED MATLS INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-28

LYG

LLOYDS BANKING GROUP PLC

0.19%

Shares48.2K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

-2.03%

Shares1.3K

Event2026-03-31

Filed2026-04-28

LAMB WESTON HLDGS INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-28

RGA

REINSURANCE GROUP AMER INC

8.53%

Shares1.2K

Event2026-03-31

Filed2026-04-28

FORM

FORMFACTOR INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-28

FHN

FIRST HORIZON CORPORATION

3.91%

Shares10.5K

Event2026-03-31

Filed2026-04-28

PLD

PROLOGIS INC.

-2.43%

Shares1.8K

Event2026-03-31

Filed2026-04-28

TEVA

TEVA PHARMACEUTICAL INDS LTD

5.59%

Shares7.9K

Event2026-03-31

Filed2026-04-28

PINNACLE FINL PARTNERS INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-28

TOL

TOLL BROTHERS INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-28

WDS

WOODSIDE ENERGY GROUP LTD

New

Shares9.9K

Event2026-03-31

Filed2026-04-28

WPC

WP CAREY INC

-1.53%

Shares3.5K

Event2026-03-31

Filed2026-04-28

WBS

WEBSTER FINL CORP

4.17%

Shares3.4K

Event2026-03-31

Filed2026-04-28

ORIX CORP

-0.84%

Shares7.8K

Event2026-03-31

Filed2026-04-28

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares616

Event2026-03-31

Filed2026-04-28

BUD

ANHEUSER BUSCH INBEV SA NV

6.54%

Shares3.4K

Event2026-03-31

Filed2026-04-28

LINDE PLC

New

Shares466

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

6.10%

Shares3.3K

Event2026-03-31

Filed2026-04-28

TDS

TELEPHONE & DATA SYS INC

3.12%

Shares5.5K

Event2026-03-31

Filed2026-04-28

GCAL

GOLDMAN SACHS ETF TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-28

CORE NATURAL RESOURCES INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-28

ESE

ESCO TECHNOLOGIES INC

New

Shares797

Event2026-03-31

Filed2026-04-28

AGO

ASSURED GUARANTY LTD

0.33%

Shares2.7K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

2.11%

Shares921

Event2026-03-31

Filed2026-04-28

ICSH

ISHARES TR

0.05%

Shares4.4K

Event2026-03-31

Filed2026-04-28

TAK

TAKEDA PHARMACEUTICAL CO LTD

1.76%

Shares11.9K

Event2026-03-31

Filed2026-04-28

SMTC

SEMTECH CORP

New

Shares2.9K

Event2026-03-31

Filed2026-04-28

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

CENCORA INC

1.16%

Shares700

Event2026-03-31

Filed2026-04-28

TFX

TELEFLEX INCORPORATED

9.48%

Shares1.8K

Event2026-03-31

Filed2026-04-28

ILMN

ILLUMINA INC

7.61%

Shares1.8K

Event2026-03-31

Filed2026-04-28

SANM

SANMINA CORP

-26.63%

Shares1.7K

Event2026-03-31

Filed2026-04-28

BJS WHSL CLUB HLDGS INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

DVA

DAVITA INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

ENI SPA

New

Shares3.8K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

-2.44%

Shares1.4K

Event2026-03-31

Filed2026-04-28

AUB

ATLANTIC UN BANKSHARES CORP

New

Shares6.1K

Event2026-03-31

Filed2026-04-28

EQNR

EQUINOR ASA

New

Shares5.1K

Event2026-03-31

Filed2026-04-28

RELX

RELX PLC

-3.55%

Shares6.5K

Event2026-03-31

Filed2026-04-28

CURTISS WRIGHT CORP

New

Shares317

Event2026-03-31

Filed2026-04-28

RRC

RANGE RES CORP

New

Shares4.8K

Event2026-03-31

Filed2026-04-28

GPI

GROUP 1 AUTOMOTIVE INC

23.95%

Shares652

Event2026-03-31

Filed2026-04-28

RGLD

ROYAL GOLD INC

-11.43%

Shares845

Event2026-03-31

Filed2026-04-28

THC

TENET HEALTHCARE CORP

-11.57%

Shares1.1K

Event2026-03-31

Filed2026-04-28

SNX

TD SYNNEX CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-28

PLXS

PLEXUS CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

DEERE & CO

New

Shares378

Event2026-03-31

Filed2026-04-28

TPH

TRI POINTE HOMES INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-28

SIG

SIGNET JEWELERS LIMITED

-0.99%

Shares2.5K

Event2026-03-31

Filed2026-04-28

NOK

NOKIA CORP

3.22%

Shares26.3K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

0.00%

Shares648

Event2026-03-31

Filed2026-04-28

WCC

WESCO INTL INC

New

Shares770

Event2026-03-31

Filed2026-04-28

OVV

OVINTIV INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-28

BTU

PEABODY ENGR CORP

New

Shares6.4K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-2.76%

Shares247

Event2026-03-31

Filed2026-04-28

ANNALY CAPITAL MANAGEMENT IN

New

Shares9.8K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-2.95%

Shares230

Event2026-03-31

Filed2026-04-28

BCPC

BALCHEM CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-28

DFAT

DIMENSIONAL ETF TRUST

New

Shares3.3K

Event2026-03-31

Filed2026-04-28

HCC

WARRIOR MET COAL INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

ENTG

ENTEGRIS INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-28

DAN

DANA INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-28

CHRD

CHORD ENERGY CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

STIFEL FINL CORP

55.60%

Shares2.7K

Event2026-03-31

Filed2026-04-28

ILCB

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-28

IBP

INSTALLED BLDG PRODS INC

New

Shares760

Event2026-03-31

Filed2026-04-28

VIAV

VIAVI SOLUTIONS INC

New

Shares6.1K

Event2026-03-31

Filed2026-04-28

AVES

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-28

CIEN

CIENA CORP

-70.25%

Shares517

Event2026-03-31

Filed2026-04-28

FNF

FIDELITY NATL FINL INC

8.83%

Shares4.3K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

New

Shares331

Event2026-03-31

Filed2026-04-28

MAC

MACERICH CO

1.64%

Shares10.4K

Event2026-03-31

Filed2026-04-28

CRGY

CRESCENT ENERGY COMPANY

-12.41%

Shares13.6K

Event2026-03-31

Filed2026-04-28

GNW

GENWORTH FINL INC

-0.35%

Shares22.6K

Event2026-03-31

Filed2026-04-28

NATWEST GROUP PLC

2.02%

Shares12.3K

Event2026-03-31

Filed2026-04-28

HLN

HALEON PLC

4.78%

Shares16.4K

Event2026-03-31

Filed2026-04-28

WESTERN UN CO

-3.25%

Shares17.9K

Event2026-03-31

Filed2026-04-28

AEGON LTD

-0.82%

Shares20.8K

Event2026-03-31

Filed2026-04-28

NEOG

NEOGEN CORP

-0.04%

Shares15.8K

Event2026-03-31

Filed2026-04-28

TAC

TRANSALTA CORP

8.65%

Shares11.1K

Event2026-03-31

Filed2026-04-28

NMR

NOMURA HLDGS INC

-0.39%

Shares18.4K

Event2026-03-31

Filed2026-04-28

ETB

EATON VANCE TAX MNGED BUY WR

-45.95%

Shares10.0K

Event2026-03-31

Filed2026-04-28

APLE

APPLE HOSPITALITY REIT INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-28

ERIC

TELEFONAKTIEBOLAGET LM ERICS

3.11%

Shares11.7K

Event2026-03-31

Filed2026-04-28

CUSHMAN AND WAKEFIELD LTD

-1.47%

Shares10.7K

Event2026-03-31

Filed2026-04-28

MPW

MEDICAL PROPERTIES TRUST INC

1.57%

Shares25.4K

Event2026-03-31

Filed2026-04-28

CNH

CNH INDL N V

New

Shares10.4K

Event2026-03-31

Filed2026-04-28

BGC

BGC GROUP INC

3.89%

Shares11.2K

Event2026-03-31

Filed2026-04-28

LIEN

CHICAGO ATLANTIC BDC INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-28

CLF

CLEVELAND-CLIFFS INC NEW

-13.53%

Shares10.9K

Event2026-03-31

Filed2026-04-28

GTM

ZOOMINFO TECHNOLOGIES INC

New

Shares13.8K

Event2026-03-31

Filed2026-04-28

NWL

NEWELL BRANDS INC

New

Shares17.6K

Event2026-03-31

Filed2026-04-28

JBLU

JETBLUE AIRWAYS CORP

8.73%

Shares12.5K

Event2026-03-31

Filed2026-04-28

GRAB

GRAB HOLDINGS LIMITED

1.53%

Shares11.9K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

COMM Call CallVISTANCE NETWORKS INC88.5K shares0.00%2026-03-312026-04-28

COMM Call

VISTANCE NETWORKS INC

0.00%

Shares88.5K

Event2026-03-31

Filed2026-04-28

Put Option Holdings

COMM Put PutVISTANCE NETWORKS INC30.0K shares0.00%2026-03-312026-04-28

COMM Put

VISTANCE NETWORKS INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-28