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The Analysis of Savant Capital, LLC's Holdings & P&L

Currently, Savant Capital, LLC holds 1498 types of securities in its portfolio with a total value $20.7B. In the most recent quarter, they have increased their positions in BND (+8.8M shares, valued at $649.5M), BNDX (+8.5M shares, valued at $406.1M), VGIT (+5.3M shares, valued at $315.3M); decreased their positions in DFCF (-800.5K shares, valued at $33.8M), AVSF (-419.3K shares, valued at $19.6M), DFUV (-379.8K shares, valued at $18.4M); initiated new positions in MDYV (+50.6K shares, valued at $4.3M), AIRJ (+1.5M shares, valued at $3.8M), ACWX (+53.8K shares, valued at $3.7M).

1M P&L

+411.0M+1.91%

3M P&L

-276.4M-1.25%

HY P&L

+1.4B+6.94%

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/A18.0B

88.9%

2Consumer Electronics202.3M

1.0%

3Drug Manufacturers - General166.9M

0.8%

Top Industries by Stock Count

1N/A445 stocks

31.7%

2Banks - Regional59 stocks

4.2%

3Software - Application34 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVEM AMERICAN CENTY ETF TR18.8M shares2.02%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS16.9M shares109.49%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR11.5M shares0.72%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST29.1M shares8.19%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS18.1M shares87.98%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.6M shares7.24%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST15.4M shares-2.41%2026-03-312026-05-04

DFLV DIMENSIONAL ETF TRUST20.6M shares17.86%2026-03-312026-05-04

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F11.4M shares11.31%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST18.9M shares17.38%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST12.4M shares54.37%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST8.8M shares1.96%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS5.9M shares819.57%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST12.7M shares22.12%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST4.8M shares-0.98%2026-03-312026-05-04

JPIE J P MORGAN EXCHANGE TRADED F6.4M shares82.06%2026-03-312026-05-04

Sponsored

IDEV ISHARES TR3.3M shares15141.57%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS3.8M shares2.65%2026-03-312026-05-04

AAPL APPLE INC795.4K shares12.80%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST3.9M shares-2.77%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS3.5M shares-2.49%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST3.5M shares-18.49%2026-03-312026-05-04

SPYG SPDR SERIES TRUST1.5M shares-1.76%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST4.2M shares59.65%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS242.1K shares-5.85%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR1.5M shares-7.10%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T163.8K shares-6.14%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR960.4K shares25.26%2026-03-312026-05-04

QUAL ISHARES TR536.9K shares-2.02%2026-03-312026-05-04

MSFT MICROSOFT CORP271.1K shares6.91%2026-03-312026-05-04

JCPB J P MORGAN EXCHANGE TRADED F2.1M shares31.74%2026-03-312026-05-04

MTUM ISHARES TR401.8K shares-5.91%2026-03-312026-05-04

Sponsored

SCHV SCHWAB STRATEGIC TR3.1M shares-2.53%2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR2.0M shares-6.80%2026-03-312026-05-04

NVDA NVIDIA CORPORATION513.1K shares15.93%2026-03-312026-05-04

EFV ISHARES TR1.2M shares-5.38%2026-03-312026-05-04

VTV VANGUARD INDEX FDS452.6K shares-4.03%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS1.9M shares1.85%2026-03-312026-05-04

VUG VANGUARD INDEX FDS197.2K shares121.21%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST1.9M shares38.86%2026-03-312026-05-04

Sponsored

VWOB VANGUARD WHITEHALL FDS1.3M shares-1.30%2026-03-312026-05-04

AVSF AMERICAN CENTY ETF TR1.8M shares-19.21%2026-03-312026-05-04

IVV ISHARES TR124.8K shares-5.54%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS1.6M shares9.95%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST1.1M shares-8.10%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR3.0M shares6.08%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST927.8K shares-0.71%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR2.5M shares1.47%2026-03-312026-05-04

Sponsored

REET ISHARES TR2.5M shares1.19%2026-03-312026-05-04

AMZN AMAZON COM INC299.3K shares9.97%2026-03-312026-05-04

DLS WISDOMTREE TR751.4K shares-3.05%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR720.5K shares8.93%2026-03-312026-05-04

VBR VANGUARD INDEX FDS278.0K shares-1.30%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR539.6K shares39.15%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS751.0K shares40.48%2026-03-312026-05-04

USRT ISHARES TR956.5K shares3520.05%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON223.8K shares9.03%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL114.0K shares-21.87%2026-03-312026-05-04

IWF ISHARES TR123.6K shares8.27%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC706.4K shares32.63%2026-03-312026-05-04

IEMG ISHARES INC726.2K shares5.98%2026-03-312026-05-04

EFA ISHARES TR516.6K shares-6.83%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST1.3M shares20.50%2026-03-312026-05-04

ITOT ISHARES TR345.2K shares41.66%2026-03-312026-05-04

Sponsored

LLY ELI LILLY & CO52.1K shares8.07%2026-03-312026-05-04

AVIV AMERICAN CENTY ETF TR639.2K shares-19.83%2026-03-312026-05-04

XOM EXXON MOBIL CORP274.4K shares-1.55%2026-03-312026-05-04

VXUS VANGUARD STAR FDS595.7K shares142.51%2026-03-312026-05-04

KO COCA COLA CO597.1K shares4.71%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO154.1K shares9.39%2026-03-312026-05-04

IWM ISHARES TR181.0K shares-2.12%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST1.2M shares-2.99%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC152.4K shares15.18%2026-03-312026-05-04

DFIS DIMENSIONAL ETF TRUST1.3M shares7.19%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR1.5M shares-3.43%2026-03-312026-05-04

IAGG ISHARES TR830.3K shares8.19%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST1.0M shares3.20%2026-03-312026-05-04

SGOV ISHARES TR398.0K shares30.64%2026-03-312026-05-04

ALPHABET INC ALPHABET INC138.9K shares4.44%2026-03-312026-05-04

ABBV ABBVIE INC163.5K shares0.52%2026-03-312026-05-04

Sponsored

EMB ISHARES TR370.5K shares-3.64%2026-03-312026-05-04

CAT CATERPILLAR INC49.0K shares7.68%2026-03-312026-05-04

DGRW WISDOMTREE TR390.4K shares-5.15%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR58.3K shares2.04%2026-03-312026-05-04

IXUS ISHARES TR362.4K shares24.85%2026-03-312026-05-04

SLYG SPDR SERIES TRUST314.3K shares3.19%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F402.3K shares1.06%2026-03-312026-05-04

IJH ISHARES TR442.1K shares-2.29%2026-03-312026-05-04

Sponsored

IWD ISHARES TR138.6K shares-0.05%2026-03-312026-05-04

DFGX DIMENSIONAL ETF TRUST554.0K shares-20.21%2026-03-312026-05-04

DBMF LITMAN GREGORY FDS TR955.8K shares-1.04%2026-03-312026-05-04

WMT WALMART INC229.4K shares3.98%2026-03-312026-05-04

IWV ISHARES TR74.3K shares8.77%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST809.7K shares-3.93%2026-03-312026-05-04

IJR ISHARES TR220.2K shares-6.59%2026-03-312026-05-04

SPBU AIM ETF PRODUCTS TRUST1.0M shares38.99%2026-03-312026-05-04

Sponsored

VCIT VANGUARD SCOTTSDALE FDS321.3K shares-31.46%2026-03-312026-05-04

IJK ISHARES TR259.1K shares-0.99%2026-03-312026-05-04

BROADCOM INC BROADCOM INC83.8K shares31.64%2026-03-312026-05-04

META META PLATFORMS INC45.0K shares6.63%2026-03-312026-05-04

VB VANGUARD INDEX FDS98.1K shares-17.96%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F175.6K shares-16.29%2026-03-312026-05-04

AGGY WISDOMTREE TR587.8K shares-1.59%2026-03-312026-05-04

PG PROCTER & GAMBLE CO175.4K shares2.64%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F460.2K shares-7.92%2026-03-312026-05-04

RLY SSGA ACTIVE ETF TR685.2K shares120.72%2026-03-312026-05-04

IYY ISHARES TR154.7K shares-0.13%2026-03-312026-05-04

SPYM SPDR SERIES TRUST319.0K shares0.12%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST635.0K shares-37.83%2026-03-312026-05-04

VIOO VANGUARD ADMIRAL FDS INC202.9K shares-4.02%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR474.7K shares-0.89%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR933.9K shares-6.62%2026-03-312026-05-04

Sponsored

WWD WOODWARD INC64.5K shares1.01%2026-03-312026-05-04

MGV VANGUARD WORLD FD158.6K shares0.15%2026-03-312026-05-04

RTX RTX CORPORATION114.8K shares15.37%2026-03-312026-05-04

IWB ISHARES TR61.1K shares27.12%2026-03-312026-05-04

IEFA ISHARES TR236.1K shares1.80%2026-03-312026-05-04

SO SOUTHERN CO219.0K shares0.18%2026-03-312026-05-04

DUSB DIMENSIONAL ETF TRUST409.0K shares-1.33%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR692.1K shares-0.93%2026-03-312026-05-04

Sponsored

TSLA TESLA INC54.2K shares21.12%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR845.9K shares84.69%2026-03-312026-05-04

CVX CHEVRON CORPORATION94.2K shares11.52%2026-03-312026-05-04

CHRW C H ROBINSON WORLDWIDE IN116.5K shares-3.59%2026-03-312026-05-04

AVSC AMERICAN CENTY ETF TR310.3K shares-17.25%2026-03-312026-05-04

IVE ISHARES TR91.4K shares9.52%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F379.6K shares235.63%2026-03-312026-05-04

VBK VANGUARD INDEX FDS63.3K shares76.24%2026-03-312026-05-04

Sponsored

IVW ISHARES TR167.2K shares30.13%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST457.1K shares532.13%2026-03-312026-05-04

SW SMURFIT WESTROCK PLC468.0K shares0.12%2026-03-312026-05-04

IVOO VANGUARD ADMIRAL FDS INC161.1K shares-35.71%2026-03-312026-05-04

IQLT ISHARES TR397.7K shares0.66%2026-03-312026-05-04

MGK VANGUARD WORLD FD49.5K shares1.11%2026-03-312026-05-04

HD HOME DEPOT INC54.6K shares5.47%2026-03-312026-05-04

SPMD SPDR SERIES TRUST301.1K shares-4.46%2026-03-312026-05-04

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MCD MCDONALDS CORP56.8K shares16.20%2026-03-312026-05-04

EAGG ISHARES TR367.9K shares11.85%2026-03-312026-05-04

IJS ISHARES TR143.9K shares-3.61%2026-03-312026-05-04

GOVT ISHARES TR739.6K shares-7.21%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST712.9K shares-25.64%2026-03-312026-05-04

SCZ ISHARES TR212.8K shares12.48%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS210.0K shares33.57%2026-03-312026-05-04

CSCO CISCO SYS INC209.5K shares12.07%2026-03-312026-05-04

Sponsored

IWN ISHARES TR84.8K shares-0.29%2026-03-312026-05-04

PDP INVESCO EXCHANGE TRADED FD T132.9K shares-1.96%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION15.4K shares27.48%2026-03-312026-05-04

IUSV ISHARES TR147.3K shares-0.48%2026-03-312026-05-04

DFNM DIMENSIONAL ETF TRUST310.7K shares-40.65%2026-03-312026-05-04

SPSM SPDR SERIES TRUST307.3K shares37.17%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR479.1K shares-0.08%2026-03-312026-05-04

SUSB ISHARES TR575.7K shares6.08%2026-03-312026-05-04

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F282.0K shares18.39%2026-03-312026-05-04

GWX SPDR INDEX SHS FDS330.4K shares50.50%2026-03-312026-05-04

ICSH ISHARES TR275.5K shares26.15%2026-03-312026-05-04

PEP PEPSICO INC88.5K shares9.16%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 4021.9K shares-0.52%2026-03-312026-05-04

ABT ABBOTT LABORATORIES131.4K shares-0.48%2026-03-312026-05-04

V VISA INC43.6K shares7.57%2026-03-312026-05-04

BAC BANK AMERICA CORP269.3K shares10.39%2026-03-312026-05-04

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SPYV SPDR SERIES TRUST228.4K shares34.65%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC106.9K shares21.14%2026-03-312026-05-04

AGG ISHARES TR128.6K shares149.94%2026-03-312026-05-04

ORCL ORACLE CORP86.3K shares6.01%2026-03-312026-05-04

SDY SPDR SERIES TRUST86.8K shares7.74%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR470.0K shares-6.34%2026-03-312026-05-04

VIOV VANGUARD ADMIRAL FDS INC119.1K shares-51.72%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS55.9K shares12.54%2026-03-312026-05-04

Sponsored

IWS ISHARES TR81.0K shares-0.32%2026-03-312026-05-04

DFGP DIMENSIONAL ETF TRUST217.8K shares61.30%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS48.1K shares18.11%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST270.8K shares185.23%2026-03-312026-05-04

VO VANGUARD INDEX FDS39.4K shares1.87%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR451.8K shares-51.57%2026-03-312026-05-04

GLD SPDR GOLD TR25.2K shares-2.31%2026-03-312026-05-04

RAFE PIMCO EQUITY SER254.7K shares28.56%2026-03-312026-05-04

Sponsored

NEE NEXTERA ENERGY INC110.1K shares12.83%2026-03-312026-05-04

IUSG ISHARES TR65.6K shares1.24%2026-03-312026-05-04

MA MASTERCARD INCORPORATED20.3K shares5.19%2026-03-312026-05-04

VTES VANGUARD WELLINGTON FD100.2K shares-5.75%2026-03-312026-05-04

EES WISDOMTREE TR173.3K shares-5.11%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS214.3K shares56.14%2026-03-312026-05-04

DFIP DIMENSIONAL ETF TRUST240.2K shares-0.39%2026-03-312026-05-04

DGRO ISHARES TR142.1K shares-6.78%2026-03-312026-05-04

Sponsored

MMM 3M CO67.1K shares4.75%2026-03-312026-05-04

T AT&T INC332.7K shares21.89%2026-03-312026-05-04

MCK MCKESSON CORP11.0K shares5.07%2026-03-312026-05-04

NFLX NETFLIX INC.98.9K shares9.72%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC46.5K shares20.32%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW28.9K shares2.02%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO30.8K shares22.80%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC27.3K shares9.83%2026-03-312026-05-04

Sponsored

DFSE DIMENSIONAL ETF TRUST214.6K shares56.26%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE31.8K shares20.01%2026-03-312026-05-04

GSLC GOLDMAN SACHS ETF TR72.0K shares-0.46%2026-03-312026-05-04

AMGN AMGEN INC25.5K shares5.89%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F155.8K shares-38.87%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW67.3K shares9.04%2026-03-312026-05-04

DE DEERE & CO15.6K shares7.52%2026-03-312026-05-04

VAC MARRIOTT VACATIONS WORLDWIDE133.7K shares0.66%2026-03-312026-05-04

Sponsored

VOOG VANGUARD ADMIRAL FDS INC21.2K shares2.57%2026-03-312026-05-04

WFC WELLS FARGO & CO108.4K shares5.53%2026-03-312026-05-04

FNDA SCHWAB STRATEGIC TR266.1K shares-10.95%2026-03-312026-05-04

AMAT APPLIED MATLS INC25.1K shares27.78%2026-03-312026-05-04

MUB ISHARES TR80.4K shares12.38%2026-03-312026-05-04

USMV ISHARES TR91.7K shares-5.61%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC25.1K shares26.85%2026-03-312026-05-04

SGVT SCHWAB STRATEGIC TR83.3K shares-12.39%2026-03-312026-05-04

Sponsored

EEMS ISHARES INC119.3K shares78.92%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS106.6K shares4.39%2026-03-312026-05-04

DHR DANAHER CORP DEL42.8K shares0.13%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND40.7K shares-0.43%2026-03-312026-05-04

STIP ISHARES TR77.4K shares154.62%2026-03-312026-05-04

IWR ISHARES TR81.9K shares-0.16%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS89.3K shares24.55%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-03-312026-05-04

Sponsored

DFAE DIMENSIONAL ETF TRUST232.7K shares100.47%2026-03-312026-05-04

VOOV VANGUARD ADMIRAL FDS INC38.1K shares1.75%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR234.8K shares-1.63%2026-03-312026-05-04

VTWV VANGUARD SCOTTSDALE FDS45.9K shares-0.80%2026-03-312026-05-04

SPAB SPDR SERIES TRUST290.7K shares0.39%2026-03-312026-05-04

VV VANGUARD INDEX FDS24.7K shares1.01%2026-03-312026-05-04

MS MORGAN STANLEY44.1K shares20.05%2026-03-312026-05-04

MPC MARATHON PETE CORP29.5K shares4.63%2026-03-312026-05-04

Sponsored

IWO ISHARES TR22.9K shares-2.03%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC26.1K shares-2.77%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC8.3K shares11.47%2026-03-312026-05-04

UNP UNION PAC CORP28.7K shares9.67%2026-03-312026-05-04

VXF VANGUARD INDEX FDS33.7K shares1.22%2026-03-312026-05-04

FDX FEDEX CORP19.4K shares9.79%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS72.9K shares3.64%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L180.0K shares0.50%2026-03-312026-05-04

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COP CONOCOPHILLIPS51.4K shares9.37%2026-03-312026-05-04

GEV GE VERNOVA INC7.7K shares20.60%2026-03-312026-05-04

SUB ISHARES TR61.7K shares-0.02%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC39.5K shares23.46%2026-03-312026-05-04

FNDE SCHWAB STRATEGIC TR164.8K shares-6.37%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR124.8K shares-6.20%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS21.1K shares-5.18%2026-03-312026-05-04

SPTM SPDR SERIES TRUST78.4K shares-2.64%2026-03-312026-05-04

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HON HONEYWELL INTL INC27.4K shares12.70%2026-03-312026-05-04

NGVT INGEVITY CORP85.9K shares0.79%2026-03-312026-05-04

TJX TJX COS INC NEW38.1K shares45.16%2026-03-312026-05-04

AON PLC AON PLC18.6K shares-0.92%2026-03-312026-05-04

DFEV DIMENSIONAL ETF TRUST164.0K shares123.27%2026-03-312026-05-04

DIS DISNEY WALT CO60.7K shares7.29%2026-03-312026-05-04

CME CME GROUP INC19.4K shares5.39%2026-03-312026-05-04

LINDE PLC LINDE PLC11.4K shares35.23%2026-03-312026-05-04

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VGT VANGUARD WORLD FD8.0K shares32.47%2026-03-312026-05-04

EEM ISHARES TR97.8K shares-0.19%2026-03-312026-05-04

SMB VANECK ETF TRUST318.7K shares-1.71%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP25.7K shares-1.20%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP9.1K shares-4.63%2026-03-312026-05-04

PFE PFIZER INC194.1K shares20.17%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC108.4K shares34.28%2026-03-312026-05-04

ADI ANALOG DEVICES INC17.1K shares32.70%2026-03-312026-05-04

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JMOM J P MORGAN EXCHANGE TRADED F79.9K shares1.17%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC43.3K shares10.14%2026-03-312026-05-04

VGSR MANAGER DIRECTED PORTFOLIOS507.1K shares11.93%2026-03-312026-05-04

LOW LOWES COS INC21.9K shares16.41%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR38.8K shares6.54%2026-03-312026-05-04

IWP ISHARES TR40.1K shares-0.20%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP5.7K shares16.28%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC11.6K shares-0.02%2026-03-312026-05-04

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VONG VANGUARD SCOTTSDALE FDS45.4K shares2.15%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP7.3K shares9.87%2026-03-312026-05-04

FNDX SCHWAB STRATEGIC TR177.5K shares-16.74%2026-03-312026-05-04

WM WASTE MGMT INC DEL21.5K shares17.22%2026-03-312026-05-04

VBIL VANGUARD INSTL INDEX FD64.3K shares-56.82%2026-03-312026-05-04

LCR MANAGED PORTFOLIO SERIES128.6K shares-3.34%2026-03-312026-05-04

GLW CORNING INC34.9K shares14.66%2026-03-312026-05-04

CATH GLOBAL X FDS60.8K shares61.83%2026-03-312026-05-04

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MO ALTRIA GROUP INC71.8K shares7.98%2026-03-312026-05-04

MHK MOHAWK INDS INC47.9K shares-7.57%2026-03-312026-05-04

ESGD ISHARES TR49.1K shares-5.95%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO77.3K shares9.58%2026-03-312026-05-04

ALL ALLSTATE CORP22.5K shares37.94%2026-03-312026-05-04

ESML ISHARES TR97.6K shares-3.78%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC40.3K shares26.10%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR146.5K shares13.06%2026-03-312026-05-04

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ADP AUTOMATIC DATA PROCESSING IN22.0K shares16.34%2026-03-312026-05-04

NEM NEWMONT CORP41.1K shares18.15%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP24.3K shares16.10%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC15.2K shares9.51%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS29.3K shares7.69%2026-03-312026-05-04

BA BOEING CO21.7K shares7.40%2026-03-312026-05-04

INTC INTEL CORP97.6K shares7.78%2026-03-312026-05-04

MDYV SPDR SERIES TRUST50.6K sharesnew addition2026-03-312026-05-04

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SLYV SPDR SERIES TRUST45.2K shares-22.51%2026-03-312026-05-04

GILD GILEAD SCIENCES INC30.2K shares11.48%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC8.5K shares7.32%2026-03-312026-05-04

VLO VALERO ENERGY CORP16.9K shares4.81%2026-03-312026-05-04

CWI SPDR INDEX SHS FDS113.6K shares2.49%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR47.2K shares14.19%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC11.5K shares40.93%2026-03-312026-05-04

CB CHUBB LTD SWITZ12.6K shares31.88%2026-03-312026-05-04

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VOE VANGUARD INDEX FDS22.2K shares-3.02%2026-03-312026-05-04

ESGE ISHARES INC89.9K shares11.91%2026-03-312026-05-04

TXN TEXAS INSTRS INC21.0K shares6.39%2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC29.9K shares22.38%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC27.7K shares28.96%2026-03-312026-05-04

EMR EMERSON ELEC CO30.8K shares48.60%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC41.0K shares9.80%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI116.7K shares-11.94%2026-03-312026-05-04

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VOT VANGUARD INDEX FDS15.3K shares0.19%2026-03-312026-05-04

NULV NUSHARES ETF TR86.1K shares-0.81%2026-03-312026-05-04

RSG REPUBLIC SVCS INC17.8K shares2.73%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC4.0K shares1.03%2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP32.0K shares19.67%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC28.9K shares10.64%2026-03-312026-05-04

AIRJ AIRJOULE TECHNOLOGIES CORP1.5M sharesnew addition2026-03-312026-05-04

ESTC ELASTIC N V75.4K shares1.09%2026-03-312026-05-04

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CMI CUMMINS INC7.0K shares14.39%2026-03-312026-05-04

IVOV VANGUARD ADMIRAL FDS INC36.6K shares-1.04%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP13.3K shares5.38%2026-03-312026-05-04

ACWX ISHARES TR53.8K sharesnew addition2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR59.9K shares-17.44%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND7.9K shares0.51%2026-03-312026-05-04

HEI.A HEICO CORP NEW17.3K shares13.32%2026-03-312026-05-04

QCOM QUALCOMM INC27.8K shares24.38%2026-03-312026-05-04

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CRM SALESFORCE INC19.2K shares35.99%2026-03-312026-05-04

KLAC KLA CORP2.4K shares8.36%2026-03-312026-05-04

CVS CVS HEALTH CORP49.0K shares26.55%2026-03-312026-05-04

PSX PHILLIPS 6619.2K shares6.22%2026-03-312026-05-04

GM GENERAL MTRS CO46.5K shares45.34%2026-03-312026-05-04

CSX CSX CORP83.7K shares12.32%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC13.1K shares9.99%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL101.6K shares4.23%2026-03-312026-05-04

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NVS NOVARTIS AG22.2K shares11.33%2026-03-312026-05-04

FNDC SCHWAB STRATEGIC TR73.3K shares-9.30%2026-03-312026-05-04

EFAV ISHARES TR36.9K shares-2.87%2026-03-312026-05-04

ESGU ISHARES TR23.7K shares-4.94%2026-03-312026-05-04

USB US BANCORP64.1K shares12.73%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC9.6K shares23.42%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC7.1K shares19.94%2026-03-312026-05-04

VLUE ISHARES TR23.0K shares-3.33%2026-03-312026-05-04

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AVMU AMERICAN CENTY ETF TR71.5K shares1.40%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP11.3K shares3.06%2026-03-312026-05-04

GWW WW GRAINGER INC3.0K shares4.98%2026-03-312026-05-04

EFG ISHARES TR29.1K shares1.11%2026-03-312026-05-04

NUE NUCOR CORP19.1K shares0.39%2026-03-312026-05-04

SBUX STARBUCKS CORP36.0K shares24.30%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION24.6K shares14.20%2026-03-312026-05-04

O REALTY INCOME CORP51.4K shares-34.99%2026-03-312026-05-04

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC27.1K shares6.00%2026-03-312026-05-04

NBTB NBT BANCORP INC73.7K shares4.04%2026-03-312026-05-04

IVOG VANGUARD ADMIRAL FDS INC25.1K shares0.00%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP11.6K shares18.35%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC7.4K shares14.98%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I10.5K shares18.20%2026-03-312026-05-04

TMUS T-MOBILE US INC14.5K shares1.81%2026-03-312026-05-04

CMCSA COMCAST CORP NEW105.7K shares68.26%2026-03-312026-05-04

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GXC SPDR INDEX SHS FDS32.4K shares-1.92%2026-03-312026-05-04

PWR QUANTA SVCS INC5.5K shares4.14%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO35.0K shares21.60%2026-03-312026-05-04

IJT ISHARES TR20.2K shares-4.04%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.5K shares23.63%2026-03-312026-05-04

MGC VANGUARD WORLD FD12.3K shares2.71%2026-03-312026-05-04

CAH CARDINAL HEALTH INC13.6K shares3.87%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC672 shares26.08%2026-03-312026-05-04

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FLTB FIDELITY MERRIMACK STR TR56.0K shares61.57%2026-03-312026-05-04

SUSC ISHARES TR121.0K shares-5.95%2026-03-312026-05-04

VMC VULCAN MATLS CO10.3K shares2.11%2026-03-312026-05-04

GL GLOBE LIFE INC19.9K shares-5.14%2026-03-312026-05-04

EMLP FIRST TR EXCHANGE-TRADED FD63.0K shares0.48%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP29.1K shares27.64%2026-03-312026-05-04

AFL AFLAC INC24.8K shares21.62%2026-03-312026-05-04

MNA NEW YORK LIFE INVESTMENTS ET74.5K shares-0.16%2026-03-312026-05-04

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SHOP SHOPIFY INC22.8K shares-4.03%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC13.0K shares11.69%2026-03-312026-05-04

VCTR VICTORY CAP HLDGS INC DEL41.2K shares-50.75%2026-03-312026-05-04

AMP AMERIPRISE FINL INC6.0K shares5.08%2026-03-312026-05-04

EMXC ISHARES INC33.2K shares29.01%2026-03-312026-05-04

CENCORA INC CENCORA INC8.3K shares5.24%2026-03-312026-05-04

ILCG ISHARES TR26.8K shares0.00%2026-03-312026-05-04

PGR PROGRESSIVE CORP12.9K shares16.10%2026-03-312026-05-04

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SYK STRYKER CORPORATION7.8K shares24.03%2026-03-312026-05-04

WAT WATERS CORP8.6K shares1172.81%2026-03-312026-05-04

GPN GLOBAL PMTS INC37.7K shares8.14%2026-03-312026-05-04

YUM YUM BRANDS INC16.3K shares11.25%2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION45.1K shares12.19%2026-03-312026-05-04

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC25.7K shares0.89%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST26.1K sharesnew addition2026-03-312026-05-04

CDW CDW CORP20.5K shares5.14%2026-03-312026-05-04

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APH AMPHENOL CORP19.6K shares7.12%2026-03-312026-05-04

RF REGIONS FINANCIAL CORP NEW93.3K shares17.89%2026-03-312026-05-04

DAL DELTA AIR LINES INC36.6K shares25.90%2026-03-312026-05-04

SFBS SERVISFIRST BANCSHARES INC33.0K shares0.97%2026-03-312026-05-04

NVR NVR INC361 shares-3.48%2026-03-312026-05-04

ACWI ISHARES TR16.9K shares-0.78%2026-03-312026-05-04

IYW ISHARES TR12.8K shares-3.77%2026-03-312026-05-04

CSQ CALAMOS STRATEGIC TOTAL RETU135.3K shares0.00%2026-03-312026-05-04

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SCHR SCHWAB STRATEGIC TR92.6K shares-6.33%2026-03-312026-05-04

WMB WILLIAMS COS INC31.7K shares13.58%2026-03-312026-05-04

SPGI S&P GLOBAL INC5.4K shares1.10%2026-03-312026-05-04

AZO AUTOZONE INC679 shares0.89%2026-03-312026-05-04

COEUR MNG INC COEUR MNG INC121.5K sharesnew addition2026-03-312026-05-04

SHEL SHELL PLC24.5K shares19.00%2026-03-312026-05-04

VTWG VANGUARD SCOTTSDALE FDS9.9K shares-4.26%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.8K shares8.96%2026-03-312026-05-04

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BLACKSTONE INC BLACKSTONE INC19.7K shares11.11%2026-03-312026-05-04

HSBC HSBC HLDGS PLC27.4K shares10.13%2026-03-312026-05-04

JNEU AIM ETF PRODUCTS TRUST77.1K shares2.29%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC37.7K shares13.00%2026-03-312026-05-04

FI FISERV INC39.5K shares1.25%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F15.9K shares12.92%2026-03-312026-05-04

TFC TRUIST FINL CORP47.7K shares10.40%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP8.0K shares17.37%2026-03-312026-05-04

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TOTALENERGIES SE TOTALENERGIES SE23.8K shares9.38%2026-03-312026-05-04

BITB BITWISE BITCOIN ETF TR58.7K shares95.47%2026-03-312026-05-04

SNDK SANDISK CORP3.4K shares32.04%2026-03-312026-05-04

HSY HERSHEY CO10.2K shares11.23%2026-03-312026-05-04

TGT TARGET CORP17.5K shares15.06%2026-03-312026-05-04

NAD NUVEEN QUALITY MUNCP INCOME183.3K shares0.00%2026-03-312026-05-04

FAST FASTENAL CO45.3K shares5.64%2026-03-312026-05-04

CM CANADIAN IMPERIAL BANK OF CO22.1K shares4.36%2026-03-312026-05-04

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FEBU AIM ETF PRODUCTS TRUST77.6K shares-6.95%2026-03-312026-05-04

FITB FIFTH THIRD BANCORP44.5K shares65.15%2026-03-312026-05-04

EBAY EBAY INC.22.5K shares12.39%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC23.3K shares6.66%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC73.2K shares10.70%2026-03-312026-05-04

SNPS SYNOPSYS INC5.0K shares13.16%2026-03-312026-05-04

ED CONSOLIDATED EDISON INC17.7K shares15.08%2026-03-312026-05-04

ILCV ISHARES TR21.4K shares-6.29%2026-03-312026-05-04

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QQQM INVESCO EXCH TRADED FD TR II8.4K shares127.53%2026-03-312026-05-04

FANG DIAMONDBACK ENERGY INC10.0K shares4.99%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY32.4K shares12.32%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR37.3K shares0.00%2026-03-312026-05-04

PCAR PACCAR INC17.0K shares10.73%2026-03-312026-05-04

PPG PPG INDS INC18.3K shares9.87%2026-03-312026-05-04

ASML ASML HLDG NV1.5K shares18.95%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC33.8K shares28.00%2026-03-312026-05-04

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.9K shares39.42%2026-03-312026-05-04

EXC EXELON CORP39.4K shares5.69%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD41.0K shares1.08%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC12.0K shares4.37%2026-03-312026-05-04

LDOS LEIDOS HOLDINGS INC12.3K shares115.58%2026-03-312026-05-04

DVY ISHARES TR12.6K shares32.60%2026-03-312026-05-04

KR KROGER CO26.2K shares-1.15%2026-03-312026-05-04

CASY CASEYS GEN STORES INC2.6K shares7.62%2026-03-312026-05-04

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AVSU AMERICAN CENTY ETF TR25.3K shares-1.28%2026-03-312026-05-04

VSGX VANGUARD WORLD FD26.1K shares23.17%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC4.8K shares19.89%2026-03-312026-05-04

WAB WABTEC7.4K shares6.93%2026-03-312026-05-04

CTVA CORTEVA INC22.0K shares13.76%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC9.3K sharesnew addition2026-03-312026-05-04

BP BP PLC38.9K shares15.22%2026-03-312026-05-04

HAL HALLIBURTON CO46.7K shares3.09%2026-03-312026-05-04

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OXY OCCIDENTAL PETE CORP27.8K shares-2.77%2026-03-312026-05-04

JBL JABIL INC6.7K shares18.40%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO5.6K shares11.05%2026-03-312026-05-04

ROST ROSS STORES INC8.2K shares23.77%2026-03-312026-05-04

NEA NUVEEN AMT FREE QLTY MUN INC157.1K shares0.01%2026-03-312026-05-04

CTAS CINTAS CORP10.4K shares4.07%2026-03-312026-05-04

ACGL ARCH CAP GROUP LTD18.2K shares7.45%2026-03-312026-05-04

ENB ENBRIDGE INC32.1K shares5.46%2026-03-312026-05-04

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MMC MARSH & MCLENNAN COS INC10.0K shares15.87%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC3.9K shares13.18%2026-03-312026-05-04

RY ROYAL BK CDA10.6K shares12.63%2026-03-312026-05-04

OKE ONEOK INC NEW18.9K shares10.86%2026-03-312026-05-04

ES EVERSOURCE ENERGY24.7K shares124.03%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC109.0K shares174.16%2026-03-312026-05-04

TFPM TRIPLE FLAG PRECIOUS METAL48.8K shares0.09%2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C69.9K shares42.20%2026-03-312026-05-04

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DVN DEVON ENERGY CORP NEW32.8K shares15.64%2026-03-312026-05-04

FTAI AVIATION LTD FTAI AVIATION LTD6.7K shares0.43%2026-03-312026-05-04

BRO BROWN & BROWN INC24.8K shares0.80%2026-03-312026-05-04

NVBU AIM ETF PRODUCTS TRUST57.0K shares-9.37%2026-03-312026-05-04

MTB M & T BK CORP7.8K shares5.38%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.7K shares-0.33%2026-03-312026-05-04

ADBE ADOBE INC6.6K shares25.58%2026-03-312026-05-04

SAN BANCO SANTANDER SA141.3K shares8.24%2026-03-312026-05-04

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RCL ROYAL CARIBBEAN GROUP5.8K shares7.61%2026-03-312026-05-04

ESGV VANGUARD WORLD FD14.1K shares45.17%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP20.6K shares4.71%2026-03-312026-05-04

WELL WELLTOWER INC8.0K shares3.58%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF41.2K shares-4.64%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC16.2K shares-1.81%2026-03-312026-05-04

PHM PULTE GROUP INC13.4K shares27.26%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T33.0K shares-1.30%2026-03-312026-05-04

Sponsored

INTU INTUIT3.6K shares-3.34%2026-03-312026-05-04

XEL XCEL ENERGY INC19.6K shares11.97%2026-03-312026-05-04

DECU AIM ETF PRODUCTS TRUST58.6K shares-3.20%2026-03-312026-05-04

D DOMINION ENERGY INC25.2K shares5.44%2026-03-312026-05-04

BSX BOSTON SCIENTIFIC CORP24.7K shares90.89%2026-03-312026-05-04

SLB SLB LIMITED30.0K shares13.70%2026-03-312026-05-04

ECL ECOLAB INC5.8K shares17.73%2026-03-312026-05-04

AUGU AIM ETF PRODUCTS TRUST54.1K shares0.26%2026-03-312026-05-04

Sponsored

ADM ARCHER DANIELS MIDLAND CO20.7K shares11.46%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS1.9K shares-5.50%2026-03-312026-05-04

ARCC ARES CAPITAL CORP82.4K shares0.65%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.4K shares3.08%2026-03-312026-05-04

AOA ISHARES TR16.8K shares58.79%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN9.4K shares13.51%2026-03-312026-05-04

AME AMETEK INC6.9K shares25.74%2026-03-312026-05-04

IDV ISHARES TR34.6K shares0.15%2026-03-312026-05-04

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA68.0K shares2.48%2026-03-312026-05-04

XLRE SELECT SECTOR SPDR TR36.0K shares-1.25%2026-03-312026-05-04

TIP ISHARES TR13.3K shares-26.96%2026-03-312026-05-04

MLM MARTIN MARIETTA MATLS INC2.5K shares27.08%2026-03-312026-05-04

AVEM

AMERICAN CENTY ETF TR

2.02%

Shares18.8M

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

109.49%

Shares16.9M

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

0.72%

Shares11.5M

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

8.19%

Shares29.1M

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

87.98%

Shares18.1M

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

7.24%

Shares2.6M

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

-2.41%

Shares15.4M

Event2026-03-31

Filed2026-05-04

DFLV

DIMENSIONAL ETF TRUST

17.86%

Shares20.6M

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

11.31%

Shares11.4M

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

17.38%

Shares18.9M

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

54.37%

Shares12.4M

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

1.96%

Shares8.8M

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

819.57%

Shares5.9M

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

22.12%

Shares12.7M

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

-0.98%

Shares4.8M

Event2026-03-31

Filed2026-05-04

JPIE

J P MORGAN EXCHANGE TRADED F

82.06%

Shares6.4M

Event2026-03-31

Filed2026-05-04

IDEV

ISHARES TR

15141.57%

Shares3.3M

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

2.65%

Shares3.8M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

12.80%

Shares795.4K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

-2.77%

Shares3.9M

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

-2.49%

Shares3.5M

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

-18.49%

Shares3.5M

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

-1.76%

Shares1.5M

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

59.65%

Shares4.2M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-5.85%

Shares242.1K

Event2026-03-31

Filed2026-05-04

AVLV

AMERICAN CENTY ETF TR

-7.10%

Shares1.5M

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-6.14%

Shares163.8K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

25.26%

Shares960.4K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-2.02%

Shares536.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

6.91%

Shares271.1K

Event2026-03-31

Filed2026-05-04

JCPB

J P MORGAN EXCHANGE TRADED F

31.74%

Shares2.1M

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

-5.91%

Shares401.8K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

-2.53%

Shares3.1M

Event2026-03-31

Filed2026-05-04

SCHC

SCHWAB STRATEGIC TR

-6.80%

Shares2.0M

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

15.93%

Shares513.1K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-5.38%

Shares1.2M

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-4.03%

Shares452.6K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

1.85%

Shares1.9M

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

121.21%

Shares197.2K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

38.86%

Shares1.9M

Event2026-03-31

Filed2026-05-04

VWOB

VANGUARD WHITEHALL FDS

-1.30%

Shares1.3M

Event2026-03-31

Filed2026-05-04

AVSF

AMERICAN CENTY ETF TR

-19.21%

Shares1.8M

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-5.54%

Shares124.8K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

9.95%

Shares1.6M

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

-8.10%

Shares1.1M

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

6.08%

Shares3.0M

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

-0.71%

Shares927.8K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

1.47%

Shares2.5M

Event2026-03-31

Filed2026-05-04

REET

ISHARES TR

1.19%

Shares2.5M

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

9.97%

Shares299.3K

Event2026-03-31

Filed2026-05-04

DLS

WISDOMTREE TR

-3.05%

Shares751.4K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

8.93%

Shares720.5K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-1.30%

Shares278.0K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

39.15%

Shares539.6K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

40.48%

Shares751.0K

Event2026-03-31

Filed2026-05-04

USRT

ISHARES TR

3520.05%

Shares956.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

9.03%

Shares223.8K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-21.87%

Shares114.0K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

8.27%

Shares123.6K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

32.63%

Shares706.4K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

5.98%

Shares726.2K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-6.83%

Shares516.6K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

20.50%

Shares1.3M

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

41.66%

Shares345.2K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

8.07%

Shares52.1K

Event2026-03-31

Filed2026-05-04

AVIV

AMERICAN CENTY ETF TR

-19.83%

Shares639.2K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-1.55%

Shares274.4K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

142.51%

Shares595.7K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

4.71%

Shares597.1K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

9.39%

Shares154.1K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-2.12%

Shares181.0K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

-2.99%

Shares1.2M

Event2026-03-31

Filed2026-05-04

ALPHABET INC

15.18%

Shares152.4K

Event2026-03-31

Filed2026-05-04

DFIS

DIMENSIONAL ETF TRUST

7.19%

Shares1.3M

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

-3.43%

Shares1.5M

Event2026-03-31

Filed2026-05-04

IAGG

ISHARES TR

8.19%

Shares830.3K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

3.20%

Shares1.0M

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

30.64%

Shares398.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.44%

Shares138.9K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.52%

Shares163.5K

Event2026-03-31

Filed2026-05-04

EMB

ISHARES TR

-3.64%

Shares370.5K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

7.68%

Shares49.0K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

-5.15%

Shares390.4K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

2.04%

Shares58.3K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

24.85%

Shares362.4K

Event2026-03-31

Filed2026-05-04

SLYG

SPDR SERIES TRUST

3.19%

Shares314.3K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

1.06%

Shares402.3K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-2.29%

Shares442.1K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-0.05%

Shares138.6K

Event2026-03-31

Filed2026-05-04

DFGX

DIMENSIONAL ETF TRUST

-20.21%

Shares554.0K

Event2026-03-31

Filed2026-05-04

DBMF

LITMAN GREGORY FDS TR

-1.04%

Shares955.8K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

3.98%

Shares229.4K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

8.77%

Shares74.3K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-3.93%

Shares809.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-6.59%

Shares220.2K

Event2026-03-31

Filed2026-05-04

SPBU

AIM ETF PRODUCTS TRUST

38.99%

Shares1.0M

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

-31.46%

Shares321.3K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

-0.99%

Shares259.1K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

31.64%

Shares83.8K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

6.63%

Shares45.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-17.96%

Shares98.1K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

-16.29%

Shares175.6K

Event2026-03-31

Filed2026-05-04

AGGY

WISDOMTREE TR

-1.59%

Shares587.8K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

2.64%

Shares175.4K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-7.92%

Shares460.2K

Event2026-03-31

Filed2026-05-04

RLY

SSGA ACTIVE ETF TR

120.72%

Shares685.2K

Event2026-03-31

Filed2026-05-04

IYY

ISHARES TR

-0.13%

Shares154.7K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

0.12%

Shares319.0K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

-37.83%

Shares635.0K

Event2026-03-31

Filed2026-05-04

VIOO

VANGUARD ADMIRAL FDS INC

-4.02%

Shares202.9K

Event2026-03-31

Filed2026-05-04

FNDF

SCHWAB STRATEGIC TR

-0.89%

Shares474.7K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

-6.62%

Shares933.9K

Event2026-03-31

Filed2026-05-04

WWD

WOODWARD INC

1.01%

Shares64.5K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

0.15%

Shares158.6K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

15.37%

Shares114.8K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

27.12%

Shares61.1K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

1.80%

Shares236.1K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

0.18%

Shares219.0K

Event2026-03-31

Filed2026-05-04

DUSB

DIMENSIONAL ETF TRUST

-1.33%

Shares409.0K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-0.93%

Shares692.1K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

21.12%

Shares54.2K

Event2026-03-31

Filed2026-05-04

SCHZ

SCHWAB STRATEGIC TR

84.69%

Shares845.9K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

11.52%

Shares94.2K

Event2026-03-31

Filed2026-05-04

CHRW

C H ROBINSON WORLDWIDE IN

-3.59%

Shares116.5K

Event2026-03-31

Filed2026-05-04

AVSC

AMERICAN CENTY ETF TR

-17.25%

Shares310.3K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

9.52%

Shares91.4K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

235.63%

Shares379.6K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

76.24%

Shares63.3K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

30.13%

Shares167.2K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

532.13%

Shares457.1K

Event2026-03-31

Filed2026-05-04

SMURFIT WESTROCK PLC

0.12%

Shares468.0K

Event2026-03-31

Filed2026-05-04

IVOO

VANGUARD ADMIRAL FDS INC

-35.71%

Shares161.1K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

0.66%

Shares397.7K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

1.11%

Shares49.5K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

5.47%

Shares54.6K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

-4.46%

Shares301.1K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

16.20%

Shares56.8K

Event2026-03-31

Filed2026-05-04

EAGG

ISHARES TR

11.85%

Shares367.9K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

-3.61%

Shares143.9K

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

-7.21%

Shares739.6K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

-25.64%

Shares712.9K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

12.48%

Shares212.8K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

33.57%

Shares210.0K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

12.07%

Shares209.5K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-0.29%

Shares84.8K

Event2026-03-31

Filed2026-05-04

PDP

INVESCO EXCHANGE TRADED FD T

-1.96%

Shares132.9K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

27.48%

Shares15.4K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

-0.48%

Shares147.3K

Event2026-03-31

Filed2026-05-04

DFNM

DIMENSIONAL ETF TRUST

-40.65%

Shares310.7K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

37.17%

Shares307.3K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

-0.08%

Shares479.1K

Event2026-03-31

Filed2026-05-04

SUSB

ISHARES TR

6.08%

Shares575.7K

Event2026-03-31

Filed2026-05-04

JMUB

J P MORGAN EXCHANGE TRADED F

18.39%

Shares282.0K

Event2026-03-31

Filed2026-05-04

GWX

SPDR INDEX SHS FDS

50.50%

Shares330.4K

Event2026-03-31

Filed2026-05-04

ICSH

ISHARES TR

26.15%

Shares275.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

9.16%

Shares88.5K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

-0.52%

Shares21.9K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-0.48%

Shares131.4K

Event2026-03-31

Filed2026-05-04

VISA INC

7.57%

Shares43.6K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

10.39%

Shares269.3K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

34.65%

Shares228.4K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

21.14%

Shares106.9K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

149.94%

Shares128.6K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

6.01%

Shares86.3K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

7.74%

Shares86.8K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

-6.34%

Shares470.0K

Event2026-03-31

Filed2026-05-04

VIOV

VANGUARD ADMIRAL FDS INC

-51.72%

Shares119.1K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

12.54%

Shares55.9K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

-0.32%

Shares81.0K

Event2026-03-31

Filed2026-05-04

DFGP

DIMENSIONAL ETF TRUST

61.30%

Shares217.8K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

18.11%

Shares48.1K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

185.23%

Shares270.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.87%

Shares39.4K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

-51.57%

Shares451.8K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-2.31%

Shares25.2K

Event2026-03-31

Filed2026-05-04

RAFE

PIMCO EQUITY SER

28.56%

Shares254.7K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

12.83%

Shares110.1K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

1.24%

Shares65.6K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

5.19%

Shares20.3K

Event2026-03-31

Filed2026-05-04

VTES

VANGUARD WELLINGTON FD

-5.75%

Shares100.2K

Event2026-03-31

Filed2026-05-04

EES

WISDOMTREE TR

-5.11%

Shares173.3K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

56.14%

Shares214.3K

Event2026-03-31

Filed2026-05-04

DFIP

DIMENSIONAL ETF TRUST

-0.39%

Shares240.2K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-6.78%

Shares142.1K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

4.75%

Shares67.1K

Event2026-03-31

Filed2026-05-04

AT&T INC

21.89%

Shares332.7K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

5.07%

Shares11.0K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

9.72%

Shares98.9K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

20.32%

Shares46.5K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

2.02%

Shares28.9K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

22.80%

Shares30.8K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.83%

Shares27.3K

Event2026-03-31

Filed2026-05-04

DFSE

DIMENSIONAL ETF TRUST

56.26%

Shares214.6K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

20.01%

Shares31.8K

Event2026-03-31

Filed2026-05-04

GSLC

GOLDMAN SACHS ETF TR

-0.46%

Shares72.0K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

5.89%

Shares25.5K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

-38.87%

Shares155.8K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

9.04%

Shares67.3K

Event2026-03-31

Filed2026-05-04

DEERE & CO

7.52%

Shares15.6K

Event2026-03-31

Filed2026-05-04

VAC

MARRIOTT VACATIONS WORLDWIDE

0.66%

Shares133.7K

Event2026-03-31

Filed2026-05-04

VOOG

VANGUARD ADMIRAL FDS INC

2.57%

Shares21.2K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

5.53%

Shares108.4K

Event2026-03-31

Filed2026-05-04

FNDA

SCHWAB STRATEGIC TR

-10.95%

Shares266.1K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

27.78%

Shares25.1K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

12.38%

Shares80.4K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-5.61%

Shares91.7K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

26.85%

Shares25.1K

Event2026-03-31

Filed2026-05-04

SGVT

SCHWAB STRATEGIC TR

-12.39%

Shares83.3K

Event2026-03-31

Filed2026-05-04

EEMS

ISHARES INC

78.92%

Shares119.3K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

4.39%

Shares106.6K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

0.13%

Shares42.8K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

-0.43%

Shares40.7K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

154.62%

Shares77.4K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-0.16%

Shares81.9K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

24.55%

Shares89.3K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

100.47%

Shares232.7K

Event2026-03-31

Filed2026-05-04

VOOV

VANGUARD ADMIRAL FDS INC

1.75%

Shares38.1K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

-1.63%

Shares234.8K

Event2026-03-31

Filed2026-05-04

VTWV

VANGUARD SCOTTSDALE FDS

-0.80%

Shares45.9K

Event2026-03-31

Filed2026-05-04

SPAB

SPDR SERIES TRUST

0.39%

Shares290.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.01%

Shares24.7K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

20.05%

Shares44.1K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

4.63%

Shares29.5K

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

-2.03%

Shares22.9K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-2.77%

Shares26.1K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

11.47%

Shares8.3K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

9.67%

Shares28.7K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

1.22%

Shares33.7K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

9.79%

Shares19.4K

Event2026-03-31

Filed2026-05-04

VONV

VANGUARD SCOTTSDALE FDS

3.64%

Shares72.9K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

0.50%

Shares180.0K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

9.37%

Shares51.4K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

20.60%

Shares7.7K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

-0.02%

Shares61.7K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

23.46%

Shares39.5K

Event2026-03-31

Filed2026-05-04

FNDE

SCHWAB STRATEGIC TR

-6.37%

Shares164.8K

Event2026-03-31

Filed2026-05-04

JAAA

JANUS DETROIT STR TR

-6.20%

Shares124.8K

Event2026-03-31

Filed2026-05-04

VONE

VANGUARD SCOTTSDALE FDS

-5.18%

Shares21.1K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

-2.64%

Shares78.4K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

12.70%

Shares27.4K

Event2026-03-31

Filed2026-05-04

NGVT

INGEVITY CORP

0.79%

Shares85.9K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

45.16%

Shares38.1K

Event2026-03-31

Filed2026-05-04

AON PLC

-0.92%

Shares18.6K

Event2026-03-31

Filed2026-05-04

DFEV

DIMENSIONAL ETF TRUST

123.27%

Shares164.0K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

7.29%

Shares60.7K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

5.39%

Shares19.4K

Event2026-03-31

Filed2026-05-04

LINDE PLC

35.23%

Shares11.4K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

32.47%

Shares8.0K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

-0.19%

Shares97.8K

Event2026-03-31

Filed2026-05-04

SMB

VANECK ETF TRUST

-1.71%

Shares318.7K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

-1.20%

Shares25.7K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-4.63%

Shares9.1K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

20.17%

Shares194.1K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

34.28%

Shares108.4K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

32.70%

Shares17.1K

Event2026-03-31

Filed2026-05-04

JMOM

J P MORGAN EXCHANGE TRADED F

1.17%

Shares79.9K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

10.14%

Shares43.3K

Event2026-03-31

Filed2026-05-04

VGSR

MANAGER DIRECTED PORTFOLIOS

11.93%

Shares507.1K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

16.41%

Shares21.9K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

6.54%

Shares38.8K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

-0.20%

Shares40.1K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

16.28%

Shares5.7K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

-0.02%

Shares11.6K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

2.15%

Shares45.4K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

9.87%

Shares7.3K

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

-16.74%

Shares177.5K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

17.22%

Shares21.5K

Event2026-03-31

Filed2026-05-04

VBIL

VANGUARD INSTL INDEX FD

-56.82%

Shares64.3K

Event2026-03-31

Filed2026-05-04

LCR

MANAGED PORTFOLIO SERIES

-3.34%

Shares128.6K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

14.66%

Shares34.9K

Event2026-03-31

Filed2026-05-04

CATH

GLOBAL X FDS

61.83%

Shares60.8K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

7.98%

Shares71.8K

Event2026-03-31

Filed2026-05-04

MHK

MOHAWK INDS INC

-7.57%

Shares47.9K

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

-5.95%

Shares49.1K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

9.58%

Shares77.3K

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

37.94%

Shares22.5K

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

-3.78%

Shares97.6K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

26.10%

Shares40.3K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

13.06%

Shares146.5K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

16.34%

Shares22.0K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

18.15%

Shares41.1K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

16.10%

Shares24.3K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

9.51%

Shares15.2K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

7.69%

Shares29.3K

Event2026-03-31

Filed2026-05-04

BOEING CO

7.40%

Shares21.7K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

7.78%

Shares97.6K

Event2026-03-31

Filed2026-05-04

MDYV

SPDR SERIES TRUST

New

Shares50.6K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

-22.51%

Shares45.2K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

11.48%

Shares30.2K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

7.32%

Shares8.5K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

4.81%

Shares16.9K

Event2026-03-31

Filed2026-05-04

CWI

SPDR INDEX SHS FDS

2.49%

Shares113.6K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

14.19%

Shares47.2K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

40.93%

Shares11.5K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

31.88%

Shares12.6K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

-3.02%

Shares22.2K

Event2026-03-31

Filed2026-05-04

ESGE

ISHARES INC

11.91%

Shares89.9K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

6.39%

Shares21.0K

Event2026-03-31

Filed2026-05-04

HIG

HARTFORD INSURANCE GROUP INC

22.38%

Shares29.9K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

28.96%

Shares27.7K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

48.60%

Shares30.8K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

9.80%

Shares41.0K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-11.94%

Shares116.7K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

0.19%

Shares15.3K

Event2026-03-31

Filed2026-05-04

NULV

NUSHARES ETF TR

-0.81%

Shares86.1K

Event2026-03-31

Filed2026-05-04

RSG

REPUBLIC SVCS INC

2.73%

Shares17.8K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

1.03%

Shares4.0K

Event2026-03-31

Filed2026-05-04

BANK NEW YORK MELLON CORP

19.67%

Shares32.0K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

10.64%

Shares28.9K

Event2026-03-31

Filed2026-05-04

AIRJ

AIRJOULE TECHNOLOGIES CORP

New

Shares1.5M

Event2026-03-31

Filed2026-05-04

ESTC

ELASTIC N V

1.09%

Shares75.4K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

14.39%

Shares7.0K

Event2026-03-31

Filed2026-05-04

IVOV

VANGUARD ADMIRAL FDS INC

-1.04%

Shares36.6K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

5.38%

Shares13.3K

Event2026-03-31

Filed2026-05-04

ACWX

ISHARES TR

New

Shares53.8K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

-17.44%

Shares59.9K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

0.51%

Shares7.9K

Event2026-03-31

Filed2026-05-04

HEI.A

HEICO CORP NEW

13.32%

Shares17.3K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

24.38%

Shares27.8K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

35.99%

Shares19.2K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

8.36%

Shares2.4K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

26.55%

Shares49.0K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

6.22%

Shares19.2K

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

45.34%

Shares46.5K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

12.32%

Shares83.7K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

9.99%

Shares13.1K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

4.23%

Shares101.6K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

11.33%

Shares22.2K

Event2026-03-31

Filed2026-05-04

FNDC

SCHWAB STRATEGIC TR

-9.30%

Shares73.3K

Event2026-03-31

Filed2026-05-04

EFAV

ISHARES TR

-2.87%

Shares36.9K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

-4.94%

Shares23.7K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

12.73%

Shares64.1K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

23.42%

Shares9.6K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

19.94%

Shares7.1K

Event2026-03-31

Filed2026-05-04

VLUE

ISHARES TR

-3.33%

Shares23.0K

Event2026-03-31

Filed2026-05-04

AVMU

AMERICAN CENTY ETF TR

1.40%

Shares71.5K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

3.06%

Shares11.3K

Event2026-03-31

Filed2026-05-04

GWW

WW GRAINGER INC

4.98%

Shares3.0K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

1.11%

Shares29.1K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

0.39%

Shares19.1K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

24.30%

Shares36.0K

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

14.20%

Shares24.6K

Event2026-03-31

Filed2026-05-04

REALTY INCOME CORP

-34.99%

Shares51.4K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

6.00%

Shares27.1K

Event2026-03-31

Filed2026-05-04

NBTB

NBT BANCORP INC

4.04%

Shares73.7K

Event2026-03-31

Filed2026-05-04

IVOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

18.35%

Shares11.6K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

14.98%

Shares7.4K

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

18.20%

Shares10.5K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

1.81%

Shares14.5K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

68.26%

Shares105.7K

Event2026-03-31

Filed2026-05-04

GXC

SPDR INDEX SHS FDS

-1.92%

Shares32.4K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

4.14%

Shares5.5K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

21.60%

Shares35.0K

Event2026-03-31

Filed2026-05-04

IJT

ISHARES TR

-4.04%

Shares20.2K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

23.63%

Shares8.5K

Event2026-03-31

Filed2026-05-04

MGC

VANGUARD WORLD FD

2.71%

Shares12.3K

Event2026-03-31

Filed2026-05-04

CAH

CARDINAL HEALTH INC

3.87%

Shares13.6K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

26.08%

Shares672

Event2026-03-31

Filed2026-05-04

FLTB

FIDELITY MERRIMACK STR TR

61.57%

Shares56.0K

Event2026-03-31

Filed2026-05-04

SUSC

ISHARES TR

-5.95%

Shares121.0K

Event2026-03-31

Filed2026-05-04

VMC

VULCAN MATLS CO

2.11%

Shares10.3K

Event2026-03-31

Filed2026-05-04

GLOBE LIFE INC

-5.14%

Shares19.9K

Event2026-03-31

Filed2026-05-04

EMLP

FIRST TR EXCHANGE-TRADED FD

0.48%

Shares63.0K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

27.64%

Shares29.1K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

21.62%

Shares24.8K

Event2026-03-31

Filed2026-05-04

MNA

NEW YORK LIFE INVESTMENTS ET

-0.16%

Shares74.5K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

-4.03%

Shares22.8K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

11.69%

Shares13.0K

Event2026-03-31

Filed2026-05-04

VCTR

VICTORY CAP HLDGS INC DEL

-50.75%

Shares41.2K

Event2026-03-31

Filed2026-05-04

AMP

AMERIPRISE FINL INC

5.08%

Shares6.0K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

29.01%

Shares33.2K

Event2026-03-31

Filed2026-05-04

CENCORA INC

5.24%

Shares8.3K

Event2026-03-31

Filed2026-05-04

ILCG

ISHARES TR

0.00%

Shares26.8K

Event2026-03-31

Filed2026-05-04

PGR

PROGRESSIVE CORP

16.10%

Shares12.9K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

24.03%

Shares7.8K

Event2026-03-31

Filed2026-05-04

WAT

WATERS CORP

1172.81%

Shares8.6K

Event2026-03-31

Filed2026-05-04

GPN

GLOBAL PMTS INC

8.14%

Shares37.7K

Event2026-03-31

Filed2026-05-04

YUM

YUM BRANDS INC

11.25%

Shares16.3K

Event2026-03-31

Filed2026-05-04

CARR

CARRIER GLOBAL CORPORATION

12.19%

Shares45.1K

Event2026-03-31

Filed2026-05-04

ANGLOGOLD ASHANTI PLC

0.89%

Shares25.7K

Event2026-03-31

Filed2026-05-04

SPDR SERIES TRUST

New

Shares26.1K

Event2026-03-31

Filed2026-05-04

CDW

CDW CORP

5.14%

Shares20.5K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

7.12%

Shares19.6K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

17.89%

Shares93.3K

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

25.90%

Shares36.6K

Event2026-03-31

Filed2026-05-04

SFBS

SERVISFIRST BANCSHARES INC

0.97%

Shares33.0K

Event2026-03-31

Filed2026-05-04

NVR

NVR INC

-3.48%

Shares361

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

-0.78%

Shares16.9K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

-3.77%

Shares12.8K

Event2026-03-31

Filed2026-05-04

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares135.3K

Event2026-03-31

Filed2026-05-04

SCHR

SCHWAB STRATEGIC TR

-6.33%

Shares92.6K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

13.58%

Shares31.7K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

1.10%

Shares5.4K

Event2026-03-31

Filed2026-05-04

AZO

AUTOZONE INC

0.89%

Shares679

Event2026-03-31

Filed2026-05-04

COEUR MNG INC

New

Shares121.5K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

19.00%

Shares24.5K

Event2026-03-31

Filed2026-05-04

VTWG

VANGUARD SCOTTSDALE FDS

-4.26%

Shares9.9K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

8.96%

Shares11.8K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

11.11%

Shares19.7K

Event2026-03-31

Filed2026-05-04

HSBC

HSBC HLDGS PLC

10.13%

Shares27.4K

Event2026-03-31

Filed2026-05-04

JNEU

AIM ETF PRODUCTS TRUST

2.29%

Shares77.1K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

13.00%

Shares37.7K

Event2026-03-31

Filed2026-05-04

FISERV INC

1.25%

Shares39.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

12.92%

Shares15.9K

Event2026-03-31

Filed2026-05-04

TFC

TRUIST FINL CORP

10.40%

Shares47.7K

Event2026-03-31

Filed2026-05-04

WDC

WESTERN DIGITAL CORP

17.37%

Shares8.0K

Event2026-03-31

Filed2026-05-04

TOTALENERGIES SE

9.38%

Shares23.8K

Event2026-03-31

Filed2026-05-04

BITB

BITWISE BITCOIN ETF TR

95.47%

Shares58.7K

Event2026-03-31

Filed2026-05-04

SNDK

SANDISK CORP

32.04%

Shares3.4K

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

11.23%

Shares10.2K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

15.06%

Shares17.5K

Event2026-03-31

Filed2026-05-04

NAD

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares183.3K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

5.64%

Shares45.3K

Event2026-03-31

Filed2026-05-04

CANADIAN IMPERIAL BANK OF CO

4.36%

Shares22.1K

Event2026-03-31

Filed2026-05-04

FEBU

AIM ETF PRODUCTS TRUST

-6.95%

Shares77.6K

Event2026-03-31

Filed2026-05-04

FITB

FIFTH THIRD BANCORP

65.15%

Shares44.5K

Event2026-03-31

Filed2026-05-04

EBAY

EBAY INC.

12.39%

Shares22.5K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

6.66%

Shares23.3K

Event2026-03-31

Filed2026-05-04

WBD

WARNER BROS DISCOVERY INC

10.70%

Shares73.2K

Event2026-03-31

Filed2026-05-04

SNPS

SYNOPSYS INC

13.16%

Shares5.0K

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

15.08%

Shares17.7K

Event2026-03-31

Filed2026-05-04

ILCV

ISHARES TR

-6.29%

Shares21.4K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

127.53%

Shares8.4K

Event2026-03-31

Filed2026-05-04

FANG

DIAMONDBACK ENERGY INC

4.99%

Shares10.0K

Event2026-03-31

Filed2026-05-04

BKR

BAKER HUGHES COMPANY

12.32%

Shares32.4K

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

0.00%

Shares37.3K

Event2026-03-31

Filed2026-05-04

PCAR

PACCAR INC

10.73%

Shares17.0K

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

9.87%

Shares18.3K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

18.95%

Shares1.5K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

28.00%

Shares33.8K

Event2026-03-31

Filed2026-05-04

SEAGATE TECHNOLOGY HLDNGS PL

39.42%

Shares4.9K

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

5.69%

Shares39.4K

Event2026-03-31

Filed2026-05-04

FVD

FIRST TR EXCHANGE-TRADED FD

1.08%

Shares41.0K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

4.37%

Shares12.0K

Event2026-03-31

Filed2026-05-04

LDOS

LEIDOS HOLDINGS INC

115.58%

Shares12.3K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

32.60%

Shares12.6K

Event2026-03-31

Filed2026-05-04

KROGER CO

-1.15%

Shares26.2K

Event2026-03-31

Filed2026-05-04

CASY

CASEYS GEN STORES INC

7.62%

Shares2.6K

Event2026-03-31

Filed2026-05-04

AVSU

AMERICAN CENTY ETF TR

-1.28%

Shares25.3K

Event2026-03-31

Filed2026-05-04

VSGX

VANGUARD WORLD FD

23.17%

Shares26.1K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

19.89%

Shares4.8K

Event2026-03-31

Filed2026-05-04

WAB

WABTEC

6.93%

Shares7.4K

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

13.76%

Shares22.0K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares9.3K

Event2026-03-31

Filed2026-05-04

BP PLC

15.22%

Shares38.9K

Event2026-03-31

Filed2026-05-04

HAL

HALLIBURTON CO

3.09%

Shares46.7K

Event2026-03-31

Filed2026-05-04

OXY

OCCIDENTAL PETE CORP

-2.77%

Shares27.8K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

18.40%

Shares6.7K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

11.05%

Shares5.6K

Event2026-03-31

Filed2026-05-04

ROST

ROSS STORES INC

23.77%

Shares8.2K

Event2026-03-31

Filed2026-05-04

NEA

NUVEEN AMT FREE QLTY MUN INC

0.01%

Shares157.1K

Event2026-03-31

Filed2026-05-04

CTAS

CINTAS CORP

4.07%

Shares10.4K

Event2026-03-31

Filed2026-05-04

ACGL

ARCH CAP GROUP LTD

7.45%

Shares18.2K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

5.46%

Shares32.1K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

15.87%

Shares10.0K

Event2026-03-31

Filed2026-05-04

VRTX

VERTEX PHARMACEUTICALS INC

13.18%

Shares3.9K

Event2026-03-31

Filed2026-05-04

ROYAL BK CDA

12.63%

Shares10.6K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

10.86%

Shares18.9K

Event2026-03-31

Filed2026-05-04

EVERSOURCE ENERGY

124.03%

Shares24.7K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

174.16%

Shares109.0K

Event2026-03-31

Filed2026-05-04

TFPM

TRIPLE FLAG PRECIOUS METAL

0.09%

Shares48.8K

Event2026-03-31

Filed2026-05-04

HPE

HEWLETT PACKARD ENTERPRISE C

42.20%

Shares69.9K

Event2026-03-31

Filed2026-05-04

DVN

DEVON ENERGY CORP NEW

15.64%

Shares32.8K

Event2026-03-31

Filed2026-05-04

FTAI AVIATION LTD

0.43%

Shares6.7K

Event2026-03-31

Filed2026-05-04

BRO

BROWN & BROWN INC

0.80%

Shares24.8K

Event2026-03-31

Filed2026-05-04

NVBU

AIM ETF PRODUCTS TRUST

-9.37%

Shares57.0K

Event2026-03-31

Filed2026-05-04

MTB

M & T BK CORP

5.38%

Shares7.8K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

-0.33%

Shares7.7K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

25.58%

Shares6.6K

Event2026-03-31

Filed2026-05-04

SAN

BANCO SANTANDER SA

8.24%

Shares141.3K

Event2026-03-31

Filed2026-05-04

RCL

ROYAL CARIBBEAN GROUP

7.61%

Shares5.8K

Event2026-03-31

Filed2026-05-04

ESGV

VANGUARD WORLD FD

45.17%

Shares14.1K

Event2026-03-31

Filed2026-05-04

OTIS

OTIS WORLDWIDE CORP

4.71%

Shares20.6K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

3.58%

Shares8.0K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

-4.64%

Shares41.2K

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC

-1.81%

Shares16.2K

Event2026-03-31

Filed2026-05-04

PHM

PULTE GROUP INC

27.26%

Shares13.4K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-1.30%

Shares33.0K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

-3.34%

Shares3.6K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

11.97%

Shares19.6K

Event2026-03-31

Filed2026-05-04

DECU

AIM ETF PRODUCTS TRUST

-3.20%

Shares58.6K

Event2026-03-31

Filed2026-05-04

DOMINION ENERGY INC

5.44%

Shares25.2K

Event2026-03-31

Filed2026-05-04

BSX

BOSTON SCIENTIFIC CORP

90.89%

Shares24.7K

Event2026-03-31

Filed2026-05-04

SLB

SLB LIMITED

13.70%

Shares30.0K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

17.73%

Shares5.8K

Event2026-03-31

Filed2026-05-04

AUGU

AIM ETF PRODUCTS TRUST

0.26%

Shares54.1K

Event2026-03-31

Filed2026-05-04

ADM

ARCHER DANIELS MIDLAND CO

11.46%

Shares20.7K

Event2026-03-31

Filed2026-05-04

REGN

REGENERON PHARMACEUTICALS

-5.50%

Shares1.9K

Event2026-03-31

Filed2026-05-04

ARCC

ARES CAPITAL CORP

0.65%

Shares82.4K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

3.08%

Shares32.4K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

58.79%

Shares16.8K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

13.51%

Shares9.4K

Event2026-03-31

Filed2026-05-04

AME

AMETEK INC

25.74%

Shares6.9K

Event2026-03-31

Filed2026-05-04

IDV

ISHARES TR

0.15%

Shares34.6K

Event2026-03-31

Filed2026-05-04

BBVA

BANCO BILBAO VIZCAYA ARGENTA

2.48%

Shares68.0K

Event2026-03-31

Filed2026-05-04

XLRE

SELECT SECTOR SPDR TR

-1.25%

Shares36.0K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

-26.96%

Shares13.3K

Event2026-03-31

Filed2026-05-04

MLM

MARTIN MARIETTA MATLS INC

27.08%

Shares2.5K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

TTD Call CallTHE TRADE DESK INC1.2K shares0.00%2026-03-312026-05-04

TTD Call

THE TRADE DESK INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

Put Option Holdings

UPS Put PutUNITED PARCEL SVCS INC1.1K shares-52.17%2026-03-312026-05-04

UPS Put

UNITED PARCEL SVCS INC

-52.17%

Shares1.1K

Event2026-03-31

Filed2026-05-04