Sponsored

The Analysis of Salomon & Ludwin, LLC's Holdings & P&L

Currently, Salomon & Ludwin, LLC holds 2097 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SUB (+47.8K shares, valued at $5.1M), MUB (+26.0K shares, valued at $2.8M), VTEB (+48.9K shares, valued at $2.5M); decreased their positions in N/A (-3.1K shares, valued at $1.9M), VEA (-29.0K shares, valued at $1.9M), IVW (-14.2K shares, valued at $1.6M); initiated new positions in N/A (+674 shares, valued at $137.2K), N/A (+992 shares, valued at $77.2K), AGX (+131 shares, valued at $75.3K).

1M P&L

+27.0M+2.46%

3M P&L

-81.4M-6.75%

HY P&L

-39.0M-3.35%

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/A910.5M

86.0%

2Software - Infrastructure36.9M

3.5%

3Consumer Electronics18.7M

1.8%

Top Industries by Stock Count

1N/A335 stocks

19.8%

2Banks - Regional82 stocks

4.8%

3Software - Application56 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SUB ISHARES SHORT-TERM711.1K shares7.21%2026-03-312026-05-11

IVW ISHARES S&P 500 GROWTH598.5K shares-2.31%2026-03-312026-05-11

JMST JPMORGAN ULTRA-SHORT1.2M shares1.52%2026-03-312026-05-11

XLK STATE STREET TECHNOLOGY433.3K shares2.20%2026-03-312026-05-11

BIL STATE STREET SPDR529.4K shares-0.33%2026-03-312026-05-11

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF77.8K shares-3.85%2026-03-312026-05-11

IVE ISHARES S&P 500 VALUE186.0K shares-2.07%2026-03-312026-05-11

VTEB VANGUARD TAX-EXEMPT BOND564.1K shares9.49%2026-03-312026-05-11

Sponsored

SPY STATE STREET SPDR S&P42.5K shares-0.27%2026-03-312026-05-11

VEA VANGUARD FTSE DEVELOPED425.7K shares-6.38%2026-03-312026-05-11

MUB ISHARES NATIONAL MUNI241.3K shares12.06%2026-03-312026-05-11

VGSH VANGUARD SHORT-TERM431.3K shares6.79%2026-03-312026-05-11

IJH ISHARES CORE S&P MID-CAP352.6K shares-2.11%2026-03-312026-05-11

MSFT MICROSOFT CORP61.6K shares-0.96%2026-03-312026-05-11

EFA ISHARES MSCI EAFE ETF211.7K shares-6.80%2026-03-312026-05-11

VYM VANGUARD HIGH DIVIDEND131.5K shares-1.18%2026-03-312026-05-11

Sponsored

IWM ISHARES RUSSELL 200071.4K shares-0.87%2026-03-312026-05-11

IJK ISHARES S&P MID-CAP 400174.6K shares-3.70%2026-03-312026-05-11

AAPL APPLE INC69.4K shares-0.41%2026-03-312026-05-11

XLY STATE STREET CONSUMER157.1K shares0.98%2026-03-312026-05-11

VGIT VANGUARD INTER-TERM260.5K shares11.13%2026-03-312026-05-11

VUG VANGUARD GROWTH INDEX34.2K shares-0.68%2026-03-312026-05-11

SPTI STATE STREET SPDR515.8K shares11.68%2026-03-312026-05-11

XLV STATE STREET HEALTH CARE100.5K shares1.81%2026-03-312026-05-11

Sponsored

SHY ISHARES 1-3 YEAR170.9K shares12.05%2026-03-312026-05-11

XLF STATE STREET FINANCIAL282.1K shares3.07%2026-03-312026-05-11

IJJ ISHARES S&P MID-CAP 40096.5K shares-4.36%2026-03-312026-05-11

IJR ISHARES CORE S&P93.5K shares-4.94%2026-03-312026-05-11

XLI STATE STREET INDUSTRIAL59.2K shares-1.04%2026-03-312026-05-11

XLP STATE STREET CONSUMER114.4K shares-0.49%2026-03-312026-05-11

SPDW STATE STREET SPDR199.6K shares10.69%2026-03-312026-05-11

IJT ISHARES S&P SMALL-CAP62.2K shares-2.02%2026-03-312026-05-11

Sponsored

IVV ISHARES CORE S&P 50012.3K shares-0.73%2026-03-312026-05-11

SPYG STATE STREET SPDR78.8K shares-6.29%2026-03-312026-05-11

IEMG ISHARES CORE MSCI111.9K shares-2.82%2026-03-312026-05-11

EEM ISHARES MSCI EMERGING136.7K shares-3.66%2026-03-312026-05-11

MO ALTRIA GROUP INC101.6K shares0.20%2026-03-312026-05-11

IXG ISHARES GLOBAL50.0K shares-0.37%2026-03-312026-05-11

SPYV STATE STREET SPDR95.5K shares2.19%2026-03-312026-05-11

SDY STATE STREET SPDR S&P35.0K shares-0.91%2026-03-312026-05-11

Sponsored

IJS ISHARES S&P SMALL-CAP42.0K shares-4.70%2026-03-312026-05-11

SLYV STATE STREET SPDR S&P52.3K shares-2.13%2026-03-312026-05-11

VCR VANGUARD CONSUMER13.8K shares-0.51%2026-03-312026-05-11

ORCL ORACLE CORP32.7K shares0.82%2026-03-312026-05-11

VB VANGUARD SMALL-CAP INDEX17.7K shares-4.28%2026-03-312026-05-11

PEY INVESCO HIGH YIELD205.2K shares-0.69%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC27.9K shares-0.14%2026-03-312026-05-11

XLE STATE STREET ENERGY72.3K shares-1.39%2026-03-312026-05-11

Sponsored

VO VANGUARD MID-CAP INDEX14.7K shares-0.57%2026-03-312026-05-11

D DOMINION ENERGY INC67.7K shares-0.49%2026-03-312026-05-11

VIS VANGUARD INDUSTRIALS12.8K shares-3.94%2026-03-312026-05-11

XLC STATE STREET35.7K shares8.77%2026-03-312026-05-11

VT VANGUARD TOTAL WORLD28.3K shares-4.03%2026-03-312026-05-11

FDL FIRST TRUST MORNINGSTAR73.7K shares-0.90%2026-03-312026-05-11

VGT VANGUARD INFORMATION5.1K shares0.04%2026-03-312026-05-11

MDY STATE STREET SPDR S&P5.7K shares-2.25%2026-03-312026-05-11

Sponsored

LAM RESH CORP LAM RESH CORP16.2K shares0.00%2026-03-312026-05-11

VWO VANGUARD FTSE EMERGING60.0K shares-3.44%2026-03-312026-05-11

AMZN AMAZON.COM INC15.3K shares-1.89%2026-03-312026-05-11

VTV VANGUARD VALUE INDEX16.1K shares-1.46%2026-03-312026-05-11

LOW LOWES COS INC13.2K shares1.49%2026-03-312026-05-11

AIVL WISDOMTREE U.S. AL25.3K shares-0.84%2026-03-312026-05-11

MCD MCDONALDS CORP9.7K shares-1.76%2026-03-312026-05-11

SPEM STATE STREET SPDR56.3K shares10.84%2026-03-312026-05-11

Sponsored

NVDA NVIDIA CORP13.7K shares-0.60%2026-03-312026-05-11

NEU NEWMARKET CORP3.7K shares0.00%2026-03-312026-05-11

IWF ISHARES RUSSELL 10005.4K shares-1.36%2026-03-312026-05-11

ALPHABET INC ALPHABET INC7.5K shares-0.37%2026-03-312026-05-11

VDE VANGUARD ENERGY INDEX12.7K shares-4.80%2026-03-312026-05-11

DON WISDOMTREE U.S. MIDCAP38.9K shares-2.99%2026-03-312026-05-11

DES WISDOMTREE U.S. SMALLCAP52.4K shares-2.20%2026-03-312026-05-11

MDYG STATE STREET SPDR S&P18.6K shares2.15%2026-03-312026-05-11

Sponsored

KO THE COCA-COLA CO21.9K shares-0.02%2026-03-312026-05-11

MDYV STATE STREET SPDR S&P19.1K shares1.81%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON6.7K shares-0.12%2026-03-312026-05-11

LLY ELI LILLY AND CO1.7K shares-5.58%2026-03-312026-05-11

INVESCO S&P 500 EQUAL INVESCO S&P 500 EQUAL8.0K shares0.79%2026-03-312026-05-11

ITA ISHARES U.S. AEROSPACE &6.9K shares0.00%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO4.8K shares-8.45%2026-03-312026-05-11

META META PLATFORMS INC2.5K shares4.44%2026-03-312026-05-11

Sponsored

VHT VANGUARD HEALTH CARE4.9K shares-0.77%2026-03-312026-05-11

BROADCOM INC BROADCOM INC4.2K shares2.62%2026-03-312026-05-11

ALPHABET INC ALPHABET INC4.4K shares-1.28%2026-03-312026-05-11

VTI VANGUARD TOTAL STOCK3.6K shares-1.79%2026-03-312026-05-11

AMAT APPLIED MATLS INC3.3K shares-3.23%2026-03-312026-05-11

ABBV ABBVIE INC5.2K shares-2.19%2026-03-312026-05-11

XOM EXXON MOBIL CORP6.5K shares-4.97%2026-03-312026-05-11

TFC TRUIST FINL CORP21.9K shares0.00%2026-03-312026-05-11

Sponsored

TSLA TESLA INC2.8K shares-3.82%2026-03-312026-05-11

SLYG STATE STREET SPDR S&P9.5K shares3.11%2026-03-312026-05-11

SGOV ISHARES 0-3 MONTH9.1K shares0.03%2026-03-312026-05-11

MA MASTERCARD INC1.8K shares-7.22%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO10.3K shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-1.37%2026-03-312026-05-11

PRAA PRA GROUP INC47.0K shares0.17%2026-03-312026-05-11

AUB ATLANTIC UN BANKSHARES C22.2K shares0.00%2026-03-312026-05-11

Sponsored

VV VANGUARD LARGE-CAP INDEX2.5K shares-1.54%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP2.6K shares-4.07%2026-03-312026-05-11

OEF ISHARES S&P 100 ETF2.3K shares0.00%2026-03-312026-05-11

CVX CHEVRON CORP NEW3.4K shares-3.59%2026-03-312026-05-11

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY1.4K shares-3.38%2026-03-312026-05-11

PEP PEPSICO INC4.2K shares-0.99%2026-03-312026-05-11

SCHD SCHWAB U.S. DIVIDEND21.3K shares-0.07%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE2.3K shares-4.27%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC873 shares-0.57%2026-03-312026-05-11

IBM IBM CORP2.5K shares-0.75%2026-03-312026-05-11

VDC VANGUARD CONSUMER2.6K shares-5.83%2026-03-312026-05-11

NFLX NETFLIX INC5.8K shares10.45%2026-03-312026-05-11

RTX RTX CORP2.9K shares-0.72%2026-03-312026-05-11

SPSM STATE STREET SPDR11.4K shares-0.60%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.2K shares-3.03%2026-03-312026-05-11

IWR ISHARES RUSSELL MID-CAP5.4K shares0.00%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC1.1K shares-1.92%2026-03-312026-05-11

COST COSTCO WHSL CORP NEW512 shares20.47%2026-03-312026-05-11

WFC WELLS FARGO & CO6.4K shares-2.67%2026-03-312026-05-11

PG PROCTER & GAMBLE CO3.6K shares5.12%2026-03-312026-05-11

CSCO CISCO SYS INC6.4K shares-2.10%2026-03-312026-05-11

ITOT ISHARES CORE S&P TOTAL3.4K shares0.00%2026-03-312026-05-11

VFH VANGUARD FINANCIALS3.9K shares-1.26%2026-03-312026-05-11

V VISA INC1.6K shares23.40%2026-03-312026-05-11

Sponsored

MDLZ MONDELEZ INTL INC7.7K shares-1.50%2026-03-312026-05-11

ABT ABBOTT LABS4.3K shares6.98%2026-03-312026-05-11

GEV GE VERNOVA INC484 shares0.00%2026-03-312026-05-11

DLN WISDOMTREE U.S. LARGECAP4.7K shares-0.49%2026-03-312026-05-11

WMT WALMART INC3.1K shares-4.29%2026-03-312026-05-11

VBK VANGUARD SMALL-CAP1.2K shares-0.48%2026-03-312026-05-11

DIS DISNEY WALT CO3.9K shares-10.38%2026-03-312026-05-11

VTWO VANGUARD RUSSELL 20003.6K shares-3.84%2026-03-312026-05-11

Sponsored

MKL MARKEL GROUP INC193 shares-2.53%2026-03-312026-05-11

MERCK & CO. INC. MERCK & CO. INC.3.0K shares-0.36%2026-03-312026-05-11

RS RELIANCE INC1.2K shares-2.77%2026-03-312026-05-11

INTC INTEL CORP7.0K shares-0.88%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC1.3K shares-0.78%2026-03-312026-05-11

XYLD GLOBAL X S&P 500 COVERED8.9K shares0.00%2026-03-312026-05-11

PSLV SPROTT PHYSICAL SILVER E14.7K shares-7.09%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS I6.9K shares6.15%2026-03-312026-05-11

Sponsored

AEP AMERICAN ELEC PWR CO INC2.5K shares0.00%2026-03-312026-05-11

SO SOUTHERN CO3.4K shares2.92%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST8.5K shares22.00%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES IN2.1K shares-0.28%2026-03-312026-05-11

BDX BECTON DICKINSON & CO2.0K shares1.09%2026-03-312026-05-11

GLD SPDR GOLD SHARES722 shares11.59%2026-03-312026-05-11

ASML ASML HLDG N V F232 shares47.77%2026-03-312026-05-11

HAS HASBRO INC3.4K shares0.00%2026-03-312026-05-11

Sponsored

HD HOME DEPOT INC920 shares-24.03%2026-03-312026-05-11

QCOM QUALCOMM INC2.3K shares-9.40%2026-03-312026-05-11

IWV ISHARES RUSSELL 3000786 shares-7.20%2026-03-312026-05-11

DFAC DIMENSIONAL U.S. CORE7.5K shares0.00%2026-03-312026-05-11

NEE NEXTERA ENERGY INC3.0K shares6.65%2026-03-312026-05-11

SON SONOCO PRODS CO5.0K shares0.00%2026-03-312026-05-11

T AT&T INC9.6K shares-4.85%2026-03-312026-05-11

SCHX SCHWAB U.S. LARGE-CAP9.8K shares0.00%2026-03-312026-05-11

Sponsored

UBSI UNITED BANKSHARES INC W6.0K shares0.00%2026-03-312026-05-11

AMGN AMGEN INC712 shares0.00%2026-03-312026-05-11

VBR VANGUARD SMALL-CAP VALUE1.1K shares-3.95%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP1.3K shares1.39%2026-03-312026-05-11

GDX VANECK GOLD MINERS ETF2.5K shares-9.81%2026-03-312026-05-11

GLDM SPDR GOLD MINISHARES2.5K shares-1.98%2026-03-312026-05-11

BAC BANK OF AMERICA CORP4.7K shares-4.07%2026-03-312026-05-11

SHV ISHARES 01 YEAR TREASURY2.0K shares0.10%2026-03-312026-05-11

Sponsored

LINDE PLC F LINDE PLC F434 shares9.87%2026-03-312026-05-11

XLU STATE STREET UTILITIES4.7K shares0.00%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC247 shares-2.76%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO707 shares15.71%2026-03-312026-05-11

VIG VANGUARD DIVIDEND981 shares-9.50%2026-03-312026-05-11

KNSL KINSALE CAP GROUP INC600 shares-3.23%2026-03-312026-05-11

DVY ISHARES SELECT DIVIDEND1.4K shares-4.65%2026-03-312026-05-11

MGC VANGUARD MEGA CAP INDEX861 shares0.00%2026-03-312026-05-11

Sponsored

NOC NORTHROP GRUMMAN CORP290 shares-1.02%2026-03-312026-05-11

MGK VANGUARD MEGA CAP GROWTH525 shares-16.00%2026-03-312026-05-11

USMV ISHARES MSCI USA MIN VOL2.1K shares-4.97%2026-03-312026-05-11

SHEL SHELL PLC F2.1K shares62.60%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC513 shares0.98%2026-03-312026-05-11

WM WASTE MGMT INC DEL775 shares9.46%2026-03-312026-05-11

MTUM ISHARES MSCI USA735 shares0.00%2026-03-312026-05-11

AGG ISHARES CORE U.S.1.8K shares-5.81%2026-03-312026-05-11

Sponsored

BP BP P L C F3.8K shares22.43%2026-03-312026-05-11

JSCP JPMORGAN SHORT DURATION3.7K shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVIC788 shares11.30%2026-03-312026-05-11

DFCF DIMENSIONAL CORE FIXED4.0K shares-6.02%2026-03-312026-05-11

AVDE AVANTIS INTERNATIONAL2.0K shares0.00%2026-03-312026-05-11

CB CHUBB LTD F517 shares2.38%2026-03-312026-05-11

TXN TEXAS INSTRS INC868 shares7.29%2026-03-312026-05-11

IRDM IRIDIUM COMMUNICATIONS I4.9K shares4.50%2026-03-312026-05-11

Sponsored

BLACKROCK INC NEW BLACKROCK INC NEW165 shares32.00%2026-03-312026-05-11

COHERENT CORP COHERENT CORP614 shares-9.04%2026-03-312026-05-11

CVS CVS HEALTH CORP2.1K shares0.00%2026-03-312026-05-11

ROCHE HLDG LTD F ROCHE HLDG LTD F3.2K shares5.19%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC2.2K shares40.84%2026-03-312026-05-11

HON HONEYWELL INTL INC666 shares28.82%2026-03-312026-05-11

PPG PPG INDS INC1.4K shares-0.14%2026-03-312026-05-11

TMUS T-MOBILE US INC712 shares129.68%2026-03-312026-05-11

Sponsored

VOOG VANGUARD S&P 500 GROWTH340 shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP1.6K shares0.00%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC703 shares0.00%2026-03-312026-05-11

ASTRAZENECA PLC F ASTRAZENECA PLC F674 sharesnew addition2026-03-312026-05-11

DFAU DIMENSIONAL US CORE3.0K shares0.00%2026-03-312026-05-11

BMY BRISTOL MYERS SQUIBB CO2.3K shares-3.04%2026-03-312026-05-11

PNC PNC FINL SERVICES640 shares8.84%2026-03-312026-05-11

SAP SAP SE F788 shares100.51%2026-03-312026-05-11

Sponsored

GLW CORNING INC893 shares-0.22%2026-03-312026-05-11

COMMONWEALTH BK AUSTRA F COMMONWEALTH BK AUSTRA F1.1K shares70.16%2026-03-312026-05-11

KLAC KLA CORP86 shares2.38%2026-03-312026-05-11

GSIE GOLDMAN SACHS ACTIVEBETA2.9K shares0.00%2026-03-312026-05-11

CMCSA COMCAST CORP NEW4.6K shares-0.55%2026-03-312026-05-11

INTU INTUIT300 shares33.33%2026-03-312026-05-11

HSBC HSBC HLDGS PLC F1.5K shares5.50%2026-03-312026-05-11

BA BOEING CO599 shares-19.92%2026-03-312026-05-11

Sponsored

NVS NOVARTIS AG F806 shares7.47%2026-03-312026-05-11

TJX TJX COS INC NEW767 shares0.00%2026-03-312026-05-11

VOE VANGUARD MID-CAP VALUE667 shares-12.92%2026-03-312026-05-11

TOTALENERGIES F TOTALENERGIES F1.3K shares36.96%2026-03-312026-05-11

UNP UNION PAC CORP497 shares32.89%2026-03-312026-05-11

SLVP ISHARES MSCI GLOBAL3.3K shares0.00%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP194 shares-2.02%2026-03-312026-05-11

SPYM STATE STREET SPDR1.6K shares-39.09%2026-03-312026-05-11

Sponsored

JCPB JPMORGAN CORE PLUS BOND2.5K shares-4.16%2026-03-312026-05-11

DHR DANAHER CORP609 shares33.26%2026-03-312026-05-11

AEE AMEREN CORP1.0K shares0.00%2026-03-312026-05-11

DE DEERE & CO201 shares0.00%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC997 shares-0.40%2026-03-312026-05-11

IEFA ISHARES CORE MSCI EAFE1.3K shares-4.84%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC253 shares12.44%2026-03-312026-05-11

IVOV VANGUARD S&P MID-CAP 4001.1K shares-3.13%2026-03-312026-05-11

Sponsored

IWP ISHARES RUSSELL MID-CAP875 shares-2.78%2026-03-312026-05-11

CRM SALESFORCE INC603 shares16.41%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC437 shares-0.23%2026-03-312026-05-11

COP CONOCOPHILLIPS864 shares7.46%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW338 shares-1.17%2026-03-312026-05-11

PNW PINNACLE WEST CAP CORP1.1K shares0.00%2026-03-312026-05-11

NESTLE S A F NESTLE S A F1.1K shares22.49%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP121 shares0.00%2026-03-312026-05-11

Sponsored

AVEM AVANTIS EMERGING MARKETS1.4K shares-4.84%2026-03-312026-05-11

MPC MARATHON PETE CORP450 shares-12.96%2026-03-312026-05-11

PHYS SPROTT PHYSGLD TRST3.1K shares-5.88%2026-03-312026-05-11

FDM FIRST TRUST DOW JONES1.3K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSIN523 shares-2.61%2026-03-312026-05-11

CEG CONSTELLATION ENERGY COR390 shares-10.96%2026-03-312026-05-11

SONY SONY GROUP CORP F5.0K shares104.63%2026-03-312026-05-11

PAYC PAYCOM SOFTWARE INC848 shares8380.00%2026-03-312026-05-11

Sponsored

BTI BRITISH AMERN TOB PLC F1.8K shares58.44%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL3.2K shares-3.00%2026-03-312026-05-11

IWB ISHARES RUSSELL 1000290 shares0.00%2026-03-312026-05-11

COWZ PACER US CASH COWS 1001.7K shares-3.53%2026-03-312026-05-11

AWI ARMSTRONG WORLD INDS INC628 shares63.97%2026-03-312026-05-11

AVUS AVANTIS US EQUITY ETF925 shares0.00%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC F242 shares-17.41%2026-03-312026-05-11

CARE CARTER BANKSHARES INC4.4K shares0.00%2026-03-312026-05-11

Sponsored

BC BRUNSWICK CORP1.4K shares0.00%2026-03-312026-05-11

MS MORGAN STANLEY613 shares-6.98%2026-03-312026-05-11

HITACHI LTD F HITACHI LTD F3.4K shares81.46%2026-03-312026-05-11

PRK PARK NATL CORP610 shares26.56%2026-03-312026-05-11

NVO NOVO-NORDISK A S F2.7K shares125.57%2026-03-312026-05-11

AVDV AVANTIS INTERNATIONAL980 shares-4.95%2026-03-312026-05-11

VLO VALERO ENERGY CORP NEW402 shares-15.55%2026-03-312026-05-11

EATON CORP PLC F EATON CORP PLC F270 shares-13.74%2026-03-312026-05-11

Sponsored

CNP CENTERPOINT ENERGY INC2.2K shares0.00%2026-03-312026-05-11

NTRS NORTHERN TR CORP682 shares0.00%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC415 shares-1.89%2026-03-312026-05-11

CSX CSX CORP2.3K shares0.00%2026-03-312026-05-11

GSK PLC ADR F GSK PLC ADR F1.7K shares64.28%2026-03-312026-05-11

VMC VULCAN MATLS CO342 shares-14.29%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC584 shares-33.71%2026-03-312026-05-11

BK BANK NEW YORK MELLON COR775 shares0.00%2026-03-312026-05-11

Sponsored

INVESCO S&P 500 LOW INVESCO S&P 500 LOW1.3K shares0.00%2026-03-312026-05-11

ABBNY ABB LTD F1.1K shares-5.70%2026-03-312026-05-11

PLD PROLOGIS INC694 shares0.00%2026-03-312026-05-11

GILD GILEAD SCIENCES INC660 shares0.00%2026-03-312026-05-11

RIO RIO TINTO PLC F973 shares106.14%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LIN462 shares-3.14%2026-03-312026-05-11

TKOMY TOKIO MARINE HLDGS INC F2.0K shares149.87%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROU F332 shares22.06%2026-03-312026-05-11

Sponsored

MKSI MKS INC387 shares-2.03%2026-03-312026-05-11

MGM MGM RESORTS INTL2.5K shares-0.20%2026-03-312026-05-11

ESE ESCO TECHNOLOGIES INC310 shares63.16%2026-03-312026-05-11

ADBE ADOBE INC372 shares-4.86%2026-03-312026-05-11

CIEN CIENA CORP200 shares-2.91%2026-03-312026-05-11

HCA HCA HEALTHCARE INC189 shares-3.57%2026-03-312026-05-11

ENEL SOCIETA PER AZION F ENEL SOCIETA PER AZION F7.9K shares96.11%2026-03-312026-05-11

MAA MID-AMER APT CMNTYS INC704 shares-7.00%2026-03-312026-05-11

Sponsored

DHI D R HORTON INC628 shares57.79%2026-03-312026-05-11

RITM RITHM CAPITAL CORP9.1K shares4902.75%2026-03-312026-05-11

NTNL AUSTRALIA BK LT A F NTNL AUSTRALIA BK LT A F5.9K shares71.38%2026-03-312026-05-11

FORM FORMFACTOR INC838 shares34.94%2026-03-312026-05-11

PRIM PRIMORIS SVCS CORP584 shares75.90%2026-03-312026-05-11

WELL WELLTOWER INC419 shares0.00%2026-03-312026-05-11

MATCH GROUP INC NEW MATCH GROUP INC NEW2.7K shares14057.89%2026-03-312026-05-11

VINCI S A F VINCI S A F2.2K shares218.88%2026-03-312026-05-11

Sponsored

ING ING GROEP N V F3.2K shares140.87%2026-03-312026-05-11

MCK MCKESSON CORP95 shares-7.77%2026-03-312026-05-11

HDV ISHARES CORE HIGH625 shares0.00%2026-03-312026-05-11

HSY HERSHEY CO402 shares-1.71%2026-03-312026-05-11

PSX PHILLIPS 66470 shares0.00%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP1.3K shares0.00%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC472 shares3.51%2026-03-312026-05-11

AOM ISHARES CORE 40/601.7K shares-0.34%2026-03-312026-05-11

Sponsored

FSS FEDERAL SIGNAL CORP750 shares89.39%2026-03-312026-05-11

MFC MANULIFE FINL CORP F2.3K shares0.00%2026-03-312026-05-11

HTRB HARTFORD TOTAL RETURN2.4K shares-5.99%2026-03-312026-05-11

ACCENTURE PLC IRELAND F ACCENTURE PLC IRELAND F405 shares-7.11%2026-03-312026-05-11

BHP BHP GROUP LTD F1.1K shares-0.18%2026-03-312026-05-11

NE NOBLE CORP PLC F1.6K shares24.41%2026-03-312026-05-11

SNY SANOFI F1.7K shares172.83%2026-03-312026-05-11

WAT WATERS CORP267 shares641.67%2026-03-312026-05-11

Sponsored

BRBS BLUE RIDGE BANKSHARES IN19.6K shares-7.72%2026-03-312026-05-11

MITSUBISHI CORP F MITSUBISHI CORP F2.4K shares103.72%2026-03-312026-05-11

EXC EXELON CORP1.6K shares35.54%2026-03-312026-05-11

PFE PFIZER INC2.8K shares-0.18%2026-03-312026-05-11

TRNO TERRENO RLTY CORP1.3K shares54.78%2026-03-312026-05-11

BAE SYS PLC F BAE SYS PLC F661 shares192.48%2026-03-312026-05-11

MOH MOLINA HEALTHCARE INC575 shares592.77%2026-03-312026-05-11

EMN EASTMAN CHEM CO1.1K shares0.00%2026-03-312026-05-11

Sponsored

VIAV VIAVI SOLUTIONS INC2.2K shares62.19%2026-03-312026-05-11

MACQUARIE GROUP LTD F MACQUARIE GROUP LTD F551 shares116.93%2026-03-312026-05-11

APD AIR PRODS & CHEMS INC270 shares3.45%2026-03-312026-05-11

DBEF XTRACKERS MSCI EAFE1.6K shares0.00%2026-03-312026-05-11

ZTS ZOETIS INC669 shares0.00%2026-03-312026-05-11

SMTC SEMTECH CORP948 shares45.85%2026-03-312026-05-11

VIOG VANGUARD S&P SMALL-CAP620 shares0.00%2026-03-312026-05-11

VOOV VANGUARD S&P 500 VALUE380 shares0.00%2026-03-312026-05-11

Sponsored

PIPER SANDLER COS PIPER SANDLER COS992 sharesnew addition2026-03-312026-05-11

SNEX STONEX GROUP INC897 shares134.20%2026-03-312026-05-11

GM GENERAL MTRS CO1.0K shares-0.29%2026-03-312026-05-11

AGX ARGAN INC131 sharesnew addition2026-03-312026-05-11

NOW SERVICENOW INC738 shares178.49%2026-03-312026-05-11

TGT TARGET CORP EQUITY618 shares0.00%2026-03-312026-05-11

SANM SANMINA CORP568 shares46.77%2026-03-312026-05-11

SM SM ENERGY CO2.4K shares588.03%2026-03-312026-05-11

Sponsored

VIOV VANGUARD S&P SMALL-CAP723 shares-3.08%2026-03-312026-05-11

EAT BRINKER INTL INC510 shares70.57%2026-03-312026-05-11

MUFG MITSUBISHI UFJ FINL GR F4.2K shares-0.09%2026-03-312026-05-11

SWISS LIFE HLDG F SWISS LIFE HLDG F1.3K shares467.23%2026-03-312026-05-11

BCPC BALCHEM CORP430 shares111.82%2026-03-312026-05-11

ALC ALCON INC F980 shares257.66%2026-03-312026-05-11

LNC LINCOLN NATL CORP IND2.1K shares66.56%2026-03-312026-05-11

AIA GROUP LTD F AIA GROUP LTD F1.6K shares50.18%2026-03-312026-05-11

Sponsored

LYG LLOYDS BANKING GROUP P F13.9K shares114.41%2026-03-312026-05-11

TM TOYOTA MTR CORP F349 shares0.00%2026-03-312026-05-11

AFL AFLAC INC653 shares0.00%2026-03-312026-05-11

JPST JPMORGAN ULTRA-SHORT1.4K shares-3.58%2026-03-312026-05-11

ATEYY ADVANTEST CORP F530 shares76.67%2026-03-312026-05-11

VRT VERTIV HLDGS CO275 shares-0.36%2026-03-312026-05-11

VNQ VANGUARD REAL ESTATE796 shares0.00%2026-03-312026-05-11

MKTX MARKETAXESS HLDGS INC417 shares59.77%2026-03-312026-05-11

Sponsored

EPRT ESSENTIAL PPTYS RLTY TR2.3K shares69.10%2026-03-312026-05-11

BFH BREAD FINL HOLDINGS978 shares10.26%2026-03-312026-05-11

FAST FASTENAL CO1.5K shares0.00%2026-03-312026-05-11

SAN BANCO SANTANDER SA F6.2K shares-0.11%2026-03-312026-05-11

VSAT VIASAT INC1.3K shares51.73%2026-03-312026-05-11

BUD ANHEUSER BUSCH INBEV S F990 shares110.19%2026-03-312026-05-11

SPGI S&P GLOBAL INC162 shares-12.43%2026-03-312026-05-11

MTB M&T BK CORP332 shares-2.06%2026-03-312026-05-11

Sponsored

ESI ELEMENT SOLUTIONS IN2.0K shares10.50%2026-03-312026-05-11

RPV INVESCO S&P 500 PURE646 shares0.00%2026-03-312026-05-11

ILCB ISHARES MORNINGSTAR U.S.764 shares0.00%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP198 shares0.00%2026-03-312026-05-11

PJT PJT PARTNERS INC492 shares138.83%2026-03-312026-05-11

ELV ELEVANCE HEALTH INC229 shares-13.58%2026-03-312026-05-11

DBS GROUP HLDGS LTD F DBS GROUP HLDGS LTD F380 shares88.12%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY IN2.5K shares0.00%2026-03-312026-05-11

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC636 shares-15.20%2026-03-312026-05-11

PAYX PAYCHEX INC737 shares19.64%2026-03-312026-05-11

JCI JOHNSON CONTROLS INT F506 shares0.00%2026-03-312026-05-11

ALIZY ALLIANZ SE F1.6K shares0.00%2026-03-312026-05-11

OUNZ VANECK MERK GOLD TRUST1.5K shares-28.45%2026-03-312026-05-11

BRC BRADY CORP827 shares174.75%2026-03-312026-05-11

NORDEA BANK AB F NORDEA BANK AB F3.8K shares102.41%2026-03-312026-05-11

LW LAMB WESTON HLDGS INC1.7K sharesnew addition2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP NEW518 shares-0.96%2026-03-312026-05-11

SEE SEALED AIR CORP NEW1.6K shares13.82%2026-03-312026-05-11

PGR PROGRESSIVE CORP OH339 shares-1.74%2026-03-312026-05-11

DSI ISHARES ESG MSCI KLD 400541 shares14.14%2026-03-312026-05-11

GEBERIT AG F GEBERIT AG F998 shares460.67%2026-03-312026-05-11

BWXT BWX TECHNOLOGIES INC307 shares-4.36%2026-03-312026-05-11

ANZ GROUP HLDGS LTD F ANZ GROUP HLDGS LTD F2.6K shares54.70%2026-03-312026-05-11

PTCT PTC THERAPEUTICS INC969 shares83.18%2026-03-312026-05-11

Sponsored

SANDVIK AB F SANDVIK AB F1.7K shares100.60%2026-03-312026-05-11

ASSICURAZIONI GENERALI F ASSICURAZIONI GENERALI F3.2K shares321.57%2026-03-312026-05-11

ECG EVERUS CONSTR GROUP INC526 shares32.16%2026-03-312026-05-11

PDP INVESCO DORSEY WRIGHT528 shares0.00%2026-03-312026-05-11

VSEC VSE CORP348 sharesnew addition2026-03-312026-05-11

HONG KONG EXCHANGES & F HONG KONG EXCHANGES & F1.3K shares183.07%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO295 shares-6.05%2026-03-312026-05-11

MITSUBISHI ELEC CORP F MITSUBISHI ELEC CORP F973 shares117.67%2026-03-312026-05-11

Sponsored

PKW INVESCO BUYBACK484 shares0.00%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC566 shares23.58%2026-03-312026-05-11

TE CONNECTIVITY PLC F TE CONNECTIVITY PLC F306 shares-3.47%2026-03-312026-05-11

MEDTRONIC PLC F MEDTRONIC PLC F734 shares-29.22%2026-03-312026-05-11

GVA GRANITE CONSTR INC523 shares32.74%2026-03-312026-05-11

TFX TELEFLEX INC539 shares60.42%2026-03-312026-05-11

IFNNY INFINEON TECHNOLOGIES F1.4K shares204.34%2026-03-312026-05-11

IX ORIX CORP F2.1K shares182.93%2026-03-312026-05-11

Sponsored

GSLC GOLDMAN SACHS ACTIVEBETA498 shares0.00%2026-03-312026-05-11

VOLVO AB F VOLVO AB F1.9K shares183.28%2026-03-312026-05-11

XEL XCEL ENERGY INC777 shares0.00%2026-03-312026-05-11

MAC MACERICH CO3.2K shares45.59%2026-03-312026-05-11

PTGX PROTAGONIST THERAPEUTICS595 shares36.47%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP977 shares-5.88%2026-03-312026-05-11

SIEGY SIEMENS A G F498 shares-19.81%2026-03-312026-05-11

KMX CARMAX INC1.5K shares6.83%2026-03-312026-05-11

Sponsored

VOX VANGUARD COMMUNICATION333 shares0.00%2026-03-312026-05-11

SWISSCOM F SWISSCOM F722 shares544.64%2026-03-312026-05-11

VEU VANGUARD FTSE ALL-WORLD799 shares0.00%2026-03-312026-05-11

MITSY MITSUI & CO LTD F75 shares70.45%2026-03-312026-05-11

LEGRAND S A F LEGRAND S A F1.9K shares361.71%2026-03-312026-05-11

AIR AAR CORP542 shares46.88%2026-03-312026-05-11

FE FIRSTENERGY CORP1.1K shares0.00%2026-03-312026-05-11

MITSUBISHI HEAVY INDS F MITSUBISHI HEAVY INDS F2.0K shares79.04%2026-03-312026-05-11

Sponsored

IBERDROLA S A F IBERDROLA S A F622 shares-0.16%2026-03-312026-05-11

CME CME GROUP INC192 shares0.00%2026-03-312026-05-11

CE CELANESE CORP DEL913 shares44.46%2026-03-312026-05-11

VEOLIA ENVIRONNEMENT F VEOLIA ENVIRONNEMENT F3.0K shares368.69%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS I191 shares29.05%2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V F299 shares2.75%2026-03-312026-05-11

IWD ISHARES RUSSELL 1000269 shares0.00%2026-03-312026-05-11

SOCIETE GENERALE F SOCIETE GENERALE F3.9K shares114.67%2026-03-312026-05-11

Sponsored

ECL ECOLAB INC218 shares54.61%2026-03-312026-05-11

NEM NEWMONT CORP504 shares0.00%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANG351 shares0.00%2026-03-312026-05-11

EQIX EQUINIX INC57 shares62.86%2026-03-312026-05-11

TGTX TG THERAPEUTICS INC1.7K shares71.96%2026-03-312026-05-11

MYRG MYR GROUP INC DEL199 shares16.37%2026-03-312026-05-11

WDS WOODSIDE ENERGY GROUP F2.3K shares336.69%2026-03-312026-05-11

CZR CAESARS ENTMT INC NEW2.1K shares51.74%2026-03-312026-05-11

Sponsored

APOLLO GLOBAL MGMT INC N APOLLO GLOBAL MGMT INC N530 shares-14.79%2026-03-312026-05-11

F FORD MTR CO DEL4.9K shares109.17%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC158 shares-1.86%2026-03-312026-05-11

AROC ARCHROCK INC1.6K shares52.19%2026-03-312026-05-11

SPMO INVESCO S&P 500 MOMENTUM492 shares0.00%2026-03-312026-05-11

LTH LIFE TIME GROUP HLDGS IN2.1K sharesnew addition2026-03-312026-05-11

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA1.8K shares92.47%2026-03-312026-05-11

SIEMENS ENERGY AG F SIEMENS ENERGY AG F323 sharesnew addition2026-03-312026-05-11

Sponsored

UPS UNITED PARCEL SVC INC570 shares-0.18%2026-03-312026-05-11

DHS WISDOMTREE U.S. HIGH514 shares0.00%2026-03-312026-05-11

MGY MAGNOLIA OIL & GAS CORP1.8K shares33.48%2026-03-312026-05-11

TRV TRAVELERS COS INC189 shares-22.54%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC139 shares-21.02%2026-03-312026-05-11

WAB WABTEC217 shares0.00%2026-03-312026-05-11

CORE NAT RES INC CORE NAT RES INC528 shares41.55%2026-03-312026-05-11

SPHQ INVESCO S&P 500 QUALITY717 shares0.00%2026-03-312026-05-11

Sponsored

FITB FIFTH THIRD BANCORP1.2K shares56.31%2026-03-312026-05-11

ACA ARCOSA INC503 shares63.31%2026-03-312026-05-11

AL AIR LEASE CORP834 shares3.35%2026-03-312026-05-11

KN KNOWLES CORP2.1K shares110.18%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA A F2.5K shares-0.16%2026-03-312026-05-11

LYFT LYFT INC4.0K sharesnew addition2026-03-312026-05-11

CAIXABANK F CAIXABANK F13.4K shares106.12%2026-03-312026-05-11

EMR EMERSON ELEC CO408 shares-22.29%2026-03-312026-05-11

Sponsored

ROLLS-ROYCE HOLDINGS P F ROLLS-ROYCE HOLDINGS P F3.4K shares-0.09%2026-03-312026-05-11

LKQ LKQ CORP1.9K shares4.22%2026-03-312026-05-11

DTEGY DEUTSCHE TELEKOM AG F1.5K shares91.47%2026-03-312026-05-11

KBC GROUP NV F KBC GROUP NV F848 shares227.41%2026-03-312026-05-11

O REALTY INCOME CORP856 shares87.31%2026-03-312026-05-11

FCX FREEPORT-MCMORAN INC867 shares0.00%2026-03-312026-05-11

JXN JACKSON FINL INC512 shares0.00%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS I121 shares0.00%2026-03-312026-05-11

Sponsored

TPH TRI POINTE HOMES INC1.1K shares51.88%2026-03-312026-05-11

AZZ AZZ INC418 shares100.96%2026-03-312026-05-11

OSIS OSI SYS INC197 shares47.01%2026-03-312026-05-11

EVT EV TAX ADVANTAGED DIVIDE2.1K shares0.00%2026-03-312026-05-11

RUSHA RUSH ENTERPRISES INC799 shares135.69%2026-03-312026-05-11

KRYS KRYSTAL BIOTECH INC201 shares9.84%2026-03-312026-05-11

ABG ASBURY AUTOMOTIVE GROUP268 shares103.03%2026-03-312026-05-11

FDX FEDEX CORP144 shares0.00%2026-03-312026-05-11

Sponsored

ERSTE GROUP BK A G F ERSTE GROUP BK A G F957 shares191.77%2026-03-312026-05-11

ACIW ACI WORLDWIDE INC1.3K shares81.91%2026-03-312026-05-11

ZBH ZIMMER BIOMET HLDGS INC569 shares92.88%2026-03-312026-05-11

FFIV F5 INC170 shares-6.59%2026-03-312026-05-11

SFBS SERVISFIRST BANCSHARES I702 shares104.66%2026-03-312026-05-11

CUSHMAN & WAKEFIELD F CUSHMAN & WAKEFIELD F4.1K shares135.18%2026-03-312026-05-11

HENKEL AG & CO KGAA F HENKEL AG & CO KGAA F2.9K shares305.80%2026-03-312026-05-11

GKOS GLAUKOS CORP454 shares0.00%2026-03-312026-05-11

Sponsored

AIR LIQUIDE F AIR LIQUIDE F1.2K shares196.62%2026-03-312026-05-11

UBS UBS GROUP AG F1.3K shares0.00%2026-03-312026-05-11

CRC CALIFORNIA RES CORP753 shares22.04%2026-03-312026-05-11

MSGS MADISON SQUARE GARDEN SP157 shares0.00%2026-03-312026-05-11

DOCN DIGITALOCEAN HLDGS INC566 shares0.00%2026-03-312026-05-11

ILCG ISHARES MORNINGSTAR526 shares0.00%2026-03-312026-05-11

ITGR INTEGER HLDGS CORP586 shares58.38%2026-03-312026-05-11

NUE NUCOR CORP293 shares-8.44%2026-03-312026-05-11

Sponsored

CENCORA INC CENCORA INC155 shares0.00%2026-03-312026-05-11

KLIC KULICKE & SOFFA INDS INC779 shares0.00%2026-03-312026-05-11

SAFRAN F SAFRAN F601 shares-1.64%2026-03-312026-05-11

UVV UNIVERSAL CORP VA946 shares-0.11%2026-03-312026-05-11

SCHNEIDER ELEC SA F SCHNEIDER ELEC SA F904 shares-10.50%2026-03-312026-05-11

SHIN ETSU CHEM CO LTD F SHIN ETSU CHEM CO LTD F2.4K shares53.08%2026-03-312026-05-11

ROST ROSS STORES INC223 shares0.00%2026-03-312026-05-11

BASF SE F BASF SE F3.3K shares159.72%2026-03-312026-05-11

Sponsored

TXRH TEXAS ROADHOUSE INC299 shares0.00%2026-03-312026-05-11

COKE COCA COLA CONSOLIDAT250 shares0.00%2026-03-312026-05-11

ZWS ZURN ELKAY WTR SOLUTIONS1.1K shares-22.75%2026-03-312026-05-11

TAK TAKEDA PHARMACEUTICAL F2.6K shares128.89%2026-03-312026-05-11

YOU CLEAR SECURE INC940 shares48.73%2026-03-312026-05-11

RDNT RADNET INC879 shares84.28%2026-03-312026-05-11

LUMN LUMEN TECHNOLOGIES INC6.9K shares0.00%2026-03-312026-05-11

ENB ENBRIDGE INC F886 shares-2.85%2026-03-312026-05-11

Sponsored

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC1.3K shares614.53%2026-03-312026-05-11

FDN FIRST TRUST DOW JONES200 shares0.00%2026-03-312026-05-11

FI FISERV INC847 shares10.57%2026-03-312026-05-11

RECRUIT HLDGS CO LTD F RECRUIT HLDGS CO LTD F5.4K shares89.41%2026-03-312026-05-11

SUB

ISHARES SHORT-TERM

7.21%

Shares711.1K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES S&P 500 GROWTH

-2.31%

Shares598.5K

Event2026-03-31

Filed2026-05-11

JMST

JPMORGAN ULTRA-SHORT

1.52%

Shares1.2M

Event2026-03-31

Filed2026-05-11

XLK

STATE STREET TECHNOLOGY

2.20%

Shares433.3K

Event2026-03-31

Filed2026-05-11

BIL

STATE STREET SPDR

-0.33%

Shares529.4K

Event2026-03-31

Filed2026-05-11

VANGUARD S&P 500 ETF

-3.85%

Shares77.8K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES S&P 500 VALUE

-2.07%

Shares186.0K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD TAX-EXEMPT BOND

9.49%

Shares564.1K

Event2026-03-31

Filed2026-05-11

SPY

STATE STREET SPDR S&P

-0.27%

Shares42.5K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD FTSE DEVELOPED

-6.38%

Shares425.7K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES NATIONAL MUNI

12.06%

Shares241.3K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SHORT-TERM

6.79%

Shares431.3K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES CORE S&P MID-CAP

-2.11%

Shares352.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.96%

Shares61.6K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES MSCI EAFE ETF

-6.80%

Shares211.7K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD HIGH DIVIDEND

-1.18%

Shares131.5K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES RUSSELL 2000

-0.87%

Shares71.4K

Event2026-03-31

Filed2026-05-11

IJK

ISHARES S&P MID-CAP 400

-3.70%

Shares174.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-0.41%

Shares69.4K

Event2026-03-31

Filed2026-05-11

XLY

STATE STREET CONSUMER

0.98%

Shares157.1K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD INTER-TERM

11.13%

Shares260.5K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD GROWTH INDEX

-0.68%

Shares34.2K

Event2026-03-31

Filed2026-05-11

SPTI

STATE STREET SPDR

11.68%

Shares515.8K

Event2026-03-31

Filed2026-05-11

XLV

STATE STREET HEALTH CARE

1.81%

Shares100.5K

Event2026-03-31

Filed2026-05-11

SHY

ISHARES 1-3 YEAR

12.05%

Shares170.9K

Event2026-03-31

Filed2026-05-11

XLF

STATE STREET FINANCIAL

3.07%

Shares282.1K

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES S&P MID-CAP 400

-4.36%

Shares96.5K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES CORE S&P

-4.94%

Shares93.5K

Event2026-03-31

Filed2026-05-11

XLI

STATE STREET INDUSTRIAL

-1.04%

Shares59.2K

Event2026-03-31

Filed2026-05-11

XLP

STATE STREET CONSUMER

-0.49%

Shares114.4K

Event2026-03-31

Filed2026-05-11

SPDW

STATE STREET SPDR

10.69%

Shares199.6K

Event2026-03-31

Filed2026-05-11

IJT

ISHARES S&P SMALL-CAP

-2.02%

Shares62.2K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES CORE S&P 500

-0.73%

Shares12.3K

Event2026-03-31

Filed2026-05-11

SPYG

STATE STREET SPDR

-6.29%

Shares78.8K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES CORE MSCI

-2.82%

Shares111.9K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES MSCI EMERGING

-3.66%

Shares136.7K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

0.20%

Shares101.6K

Event2026-03-31

Filed2026-05-11

IXG

ISHARES GLOBAL

-0.37%

Shares50.0K

Event2026-03-31

Filed2026-05-11

SPYV

STATE STREET SPDR

2.19%

Shares95.5K

Event2026-03-31

Filed2026-05-11

SDY

STATE STREET SPDR S&P

-0.91%

Shares35.0K

Event2026-03-31

Filed2026-05-11

IJS

ISHARES S&P SMALL-CAP

-4.70%

Shares42.0K

Event2026-03-31

Filed2026-05-11

SLYV

STATE STREET SPDR S&P

-2.13%

Shares52.3K

Event2026-03-31

Filed2026-05-11

VCR

VANGUARD CONSUMER

-0.51%

Shares13.8K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

0.82%

Shares32.7K

Event2026-03-31

Filed2026-05-11

VANGUARD SMALL-CAP INDEX

-4.28%

Shares17.7K

Event2026-03-31

Filed2026-05-11

PEY

INVESCO HIGH YIELD

-0.69%

Shares205.2K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

-0.14%

Shares27.9K

Event2026-03-31

Filed2026-05-11

XLE

STATE STREET ENERGY

-1.39%

Shares72.3K

Event2026-03-31

Filed2026-05-11

VANGUARD MID-CAP INDEX

-0.57%

Shares14.7K

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

-0.49%

Shares67.7K

Event2026-03-31

Filed2026-05-11

VIS

VANGUARD INDUSTRIALS

-3.94%

Shares12.8K

Event2026-03-31

Filed2026-05-11

XLC

STATE STREET

8.77%

Shares35.7K

Event2026-03-31

Filed2026-05-11

VANGUARD TOTAL WORLD

-4.03%

Shares28.3K

Event2026-03-31

Filed2026-05-11

FDL

FIRST TRUST MORNINGSTAR

-0.90%

Shares73.7K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD INFORMATION

0.04%

Shares5.1K

Event2026-03-31

Filed2026-05-11

MDY

STATE STREET SPDR S&P

-2.25%

Shares5.7K

Event2026-03-31

Filed2026-05-11

LAM RESH CORP

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD FTSE EMERGING

-3.44%

Shares60.0K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON.COM INC

-1.89%

Shares15.3K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD VALUE INDEX

-1.46%

Shares16.1K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

1.49%

Shares13.2K

Event2026-03-31

Filed2026-05-11

AIVL

WISDOMTREE U.S. AL

-0.84%

Shares25.3K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-1.76%

Shares9.7K

Event2026-03-31

Filed2026-05-11

SPEM

STATE STREET SPDR

10.84%

Shares56.3K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORP

-0.60%

Shares13.7K

Event2026-03-31

Filed2026-05-11

NEU

NEWMARKET CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES RUSSELL 1000

-1.36%

Shares5.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-0.37%

Shares7.5K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD ENERGY INDEX

-4.80%

Shares12.7K

Event2026-03-31

Filed2026-05-11

DON

WISDOMTREE U.S. MIDCAP

-2.99%

Shares38.9K

Event2026-03-31

Filed2026-05-11

DES

WISDOMTREE U.S. SMALLCAP

-2.20%

Shares52.4K

Event2026-03-31

Filed2026-05-11

MDYG

STATE STREET SPDR S&P

2.15%

Shares18.6K

Event2026-03-31

Filed2026-05-11

THE COCA-COLA CO

-0.02%

Shares21.9K

Event2026-03-31

Filed2026-05-11

MDYV

STATE STREET SPDR S&P

1.81%

Shares19.1K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-0.12%

Shares6.7K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY AND CO

-5.58%

Shares1.7K

Event2026-03-31

Filed2026-05-11

INVESCO S&P 500 EQUAL

0.79%

Shares8.0K

Event2026-03-31

Filed2026-05-11

ITA

ISHARES U.S. AEROSPACE &

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-8.45%

Shares4.8K

Event2026-03-31

Filed2026-05-11