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The Analysis of SAX WEALTH ADVISORS, LLC's Holdings & P&L

Currently, SAX WEALTH ADVISORS, LLC holds 482 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in UAL (+300 shares, valued at $33.5K); decreased their positions in BRK.A (-35 shares, valued at $26.4M), BIL (-117.3K shares, valued at $10.7M), N/A (-4.0K shares, valued at $2.0M).

1M P&L

+44.4M+2.11%

3M P&L

+17.3M+0.81%

HY P&L

+128.9M+6.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.8B

89.0%

2Consumer Electronics29.4M

1.5%

3Semiconductors25.0M

1.3%

Top Industries by Stock Count

1N/A281 stocks

61.8%

2Software - Application10 stocks

2.2%

3Drug Manufacturers - General10 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST3.9M shares-0.20%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR4.0M shares-0.91%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II441.4K shares-0.46%2026-03-312026-04-08

QUAL ISHARES TR460.7K shares-0.56%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST2.0M shares-0.60%2026-03-312026-04-08

DFAT DIMENSIONAL ETF TRUST757.4K shares0.00%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST896.2K shares-0.18%2026-03-312026-04-08

IJH ISHARES TR607.5K shares0.00%2026-03-312026-04-08

Sponsored

DFAS DIMENSIONAL ETF TRUST547.7K shares-0.14%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST812.0K shares-0.17%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST957.5K shares-0.24%2026-03-312026-04-08

SPHQ INVESCO EXCHANGE TRADED FD T447.0K shares-0.55%2026-03-312026-04-08

PVAL PUTNAM ETF TRUST682.6K shares-0.50%2026-03-312026-04-08

AAPL APPLE INC108.2K shares-5.95%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST706.9K shares-0.32%2026-03-312026-04-08

JIRE J P MORGAN EXCHANGE TRADED F323.4K shares-0.85%2026-03-312026-04-08

Sponsored

ITOT ISHARES TR136.7K shares-0.05%2026-03-312026-04-08

IVV ISHARES TR29.6K shares0.00%2026-03-312026-04-08

SPY SPDR S&P 500 ETF TR29.2K shares-0.34%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST421.5K shares-0.04%2026-03-312026-04-08

XMHQ INVESCO EXCHANGE TRADED FD T190.2K shares-0.61%2026-03-312026-04-08

CLOI VANECK ETF TRUST360.1K shares-0.65%2026-03-312026-04-08

NVDA NVIDIA CORPORATION95.9K shares-4.16%2026-03-312026-04-08

MSFT MICROSOFT CORP36.5K shares-4.12%2026-03-312026-04-08

Sponsored

AVUS AMERICAN CENTY ETF TR121.6K shares-0.07%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST274.3K shares0.00%2026-03-312026-04-08

EFV ISHARES TR180.9K shares0.00%2026-03-312026-04-08

FLOT ISHARES TR244.9K shares0.00%2026-03-312026-04-08

VTI VANGUARD INDEX FDS35.3K shares-0.26%2026-03-312026-04-08

DIHP DIMENSIONAL ETF TRUST346.8K shares0.00%2026-03-312026-04-08

FBCG FIDELITY COVINGTON TRUST187.6K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC32.4K shares-4.43%2026-03-312026-04-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS45.3K shares0.00%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST288.1K shares0.00%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR16.0K shares0.00%2026-03-312026-04-08

FNDE SCHWAB STRATEGIC TR270.6K shares-0.48%2026-03-312026-04-08

VTV VANGUARD INDEX FDS48.2K shares-0.10%2026-03-312026-04-08

IJR ISHARES TR76.6K shares0.00%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares-74.47%2026-03-312026-04-08

IBDR ISHARES TR361.3K shares0.00%2026-03-312026-04-08

Sponsored

IWF ISHARES TR18.3K shares0.00%2026-03-312026-04-08

DJP BARCLAYS BANK PLC230.0K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC37.4K shares-4.61%2026-03-312026-04-08

ALPHABET INC ALPHABET INC26.9K shares-3.90%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST194.5K shares0.00%2026-03-312026-04-08

DFAX DIMENSIONAL ETF TRUST252.8K shares-0.95%2026-03-312026-04-08

FVAL FIDELITY COVINGTON TRUST113.8K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS127.3K shares-1.99%2026-03-312026-04-08

Sponsored

DFAE DIMENSIONAL ETF TRUST234.8K shares0.00%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS12.0K shares-5.69%2026-03-312026-04-08

IVE ISHARES TR35.1K shares-0.26%2026-03-312026-04-08

EBND SPDR SERIES TRUST347.7K shares0.00%2026-03-312026-04-08

EFA ISHARES TR74.7K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO.22.2K shares-7.30%2026-03-312026-04-08

IJS ISHARES TR60.9K shares0.00%2026-03-312026-04-08

IUSB ISHARES TR146.2K shares0.00%2026-03-312026-04-08

Sponsored

JNJ JOHNSON & JOHNSON32.7K shares-2.94%2026-03-312026-04-08

MBB ISHARES TR67.5K shares0.00%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR77.6K shares0.00%2026-03-312026-04-08

MTUM ISHARES TR25.0K shares0.00%2026-03-312026-04-08

IBDS ISHARES TR258.0K shares0.00%2026-03-312026-04-08

FENI FIDELITY COVINGTON TRUST162.0K shares0.00%2026-03-312026-04-08

FFSM FIDELITY COVINGTON TRUST192.9K shares0.00%2026-03-312026-04-08

TFLO ISHARES TR116.8K shares0.00%2026-03-312026-04-08

Sponsored

LQD ISHARES TR51.8K shares0.00%2026-03-312026-04-08

VUG VANGUARD INDEX FDS11.5K shares0.00%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST145.8K shares-0.54%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR52.7K shares-0.76%2026-03-312026-04-08

AVMU AMERICAN CENTY ETF TR111.9K shares0.00%2026-03-312026-04-08

AGG ISHARES TR50.8K shares0.00%2026-03-312026-04-08

MCD MCDONALDS CORP16.0K shares-0.73%2026-03-312026-04-08

META META PLATFORMS INC7.4K shares-7.81%2026-03-312026-04-08

Sponsored

HYDB ISHARES TR101.2K shares-2.23%2026-03-312026-04-08

VV VANGUARD INDEX FDS15.0K shares0.00%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR102.7K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.0K shares-30.96%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T23.4K shares0.00%2026-03-312026-04-08

FLRN SPDR SERIES TRUST140.2K shares0.00%2026-03-312026-04-08

DFEV DIMENSIONAL ETF TRUST122.1K shares0.00%2026-03-312026-04-08

FELC FIDELITY COVINGTON TRUST106.0K shares0.00%2026-03-312026-04-08

Sponsored

VLUE ISHARES TR29.1K shares0.00%2026-03-312026-04-08

IWV ISHARES TR10.1K shares0.00%2026-03-312026-04-08

MUB ISHARES TR35.8K shares0.00%2026-03-312026-04-08

IBDT ISHARES TR150.1K shares0.00%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F65.9K shares0.00%2026-03-312026-04-08

PHYL PGIM ETF TR104.0K shares0.00%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS49.8K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR25.5K shares-0.20%2026-03-312026-04-08

Sponsored

XOM EXXON MOBIL CORP30.3K shares-0.77%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST56.2K shares0.00%2026-03-312026-04-08

ADI ANALOG DEVICES INC12.6K shares-0.45%2026-03-312026-04-08

BROADCOM INC BROADCOM INC9.3K shares-12.90%2026-03-312026-04-08

VB VANGUARD INDEX FDS11.9K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC8.8K shares-0.41%2026-03-312026-04-08

DFGP DIMENSIONAL ETF TRUST55.0K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC27.7K shares-0.40%2026-03-312026-04-08

Sponsored

FNDX SCHWAB STRATEGIC TR104.2K shares0.00%2026-03-312026-04-08

SUSA ISHARES TR20.2K shares0.00%2026-03-312026-04-08

NDAQ NASDAQ INC28.4K shares0.00%2026-03-312026-04-08

NFLX NETFLIX INC29.1K shares0.00%2026-03-312026-04-08

AMAT APPLIED MATLS INC10.6K shares-0.74%2026-03-312026-04-08

IGSB ISHARES TR50.7K shares0.00%2026-03-312026-04-08

USMV ISHARES TR27.7K shares0.00%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE8.3K shares0.00%2026-03-312026-04-08

Sponsored

FTEC FIDELITY COVINGTON TRUST11.2K shares0.00%2026-03-312026-04-08

DCOR DIMENSIONAL ETF TRUST34.1K shares0.00%2026-03-312026-04-08

DVY ISHARES TR17.5K shares0.00%2026-03-312026-04-08

OEF ISHARES TR7.1K shares0.00%2026-03-312026-04-08

IEFA ISHARES TR26.8K shares-0.45%2026-03-312026-04-08

MA MASTERCARD INCORPORATED4.1K shares-8.34%2026-03-312026-04-08

MGV VANGUARD WORLD FD16.6K shares0.00%2026-03-312026-04-08

TSLA TESLA INC5.0K shares-3.99%2026-03-312026-04-08

Sponsored

BSV VANGUARD BD INDEX FDS27.7K shares0.00%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST62.3K shares0.00%2026-03-312026-04-08

ABBV ABBVIE INC9.3K shares-5.43%2026-03-312026-04-08

IBDU ISHARES TR89.3K shares0.00%2026-03-312026-04-08

V VISA INC5.8K shares-12.86%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS6.8K shares-2.96%2026-03-312026-04-08

IWD ISHARES TR9.6K shares0.00%2026-03-312026-04-08

DFNM DIMENSIONAL ETF TRUST41.2K shares0.00%2026-03-312026-04-08

Sponsored

SCHX SCHWAB STRATEGIC TR72.8K shares0.00%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR64.9K shares-0.14%2026-03-312026-04-08

JCI JOHNSON CTLS INTL PLC16.0K shares0.00%2026-03-312026-04-08

SUSL ISHARES TR15.5K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC3.3K shares-7.16%2026-03-312026-04-08

CVX CHEVRON CORP NEW12.0K shares-0.95%2026-03-312026-04-08

VO VANGUARD INDEX FDS6.3K shares0.00%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR22.5K shares0.00%2026-03-312026-04-08

Sponsored

IQLT ISHARES TR39.8K shares-0.40%2026-03-312026-04-08

DSI ISHARES TR13.7K shares0.00%2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR13.0K shares0.00%2026-03-312026-04-08

PEP PEPSICO INC11.9K shares-1.86%2026-03-312026-04-08

VBK VANGUARD INDEX FDS5.7K shares-3.29%2026-03-312026-04-08

NEE NEXTERA ENERGY INC21.1K shares-2.19%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS18.5K shares0.00%2026-03-312026-04-08

WMT WALMART INC14.6K shares-13.53%2026-03-312026-04-08

Sponsored

NXJ NUVEEN NEW JERSEY QULT MUN F128.1K shares0.00%2026-03-312026-04-08

BIZD VANECK ETF TRUST113.3K shares0.00%2026-03-312026-04-08

CL COLGATE PALMOLIVE CO20.0K shares0.00%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC9.7K shares-3.02%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP1.8K shares0.00%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F10.7K shares0.00%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS31.6K shares0.00%2026-03-312026-04-08

IYW ISHARES TR7.5K shares0.00%2026-03-312026-04-08

Sponsored

COST COSTCO WHSL CORP NEW1.7K shares-15.25%2026-03-312026-04-08

CRM SALESFORCE INC5.5K shares-2.33%2026-03-312026-04-08

IVW ISHARES TR11.8K shares0.00%2026-03-312026-04-08

ISRG INTUITIVE SURGICAL INC2.5K shares0.00%2026-03-312026-04-08

TFI SPDR SERIES TRUST31.0K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR3.6K shares0.00%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC9.2K shares-1.61%2026-03-312026-04-08

WELL WELLTOWER INC7.6K shares0.00%2026-03-312026-04-08

Sponsored

PANW PALO ALTO NETWORKS INC7.5K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD1.8K shares-1.93%2026-03-312026-04-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.9K shares0.00%2026-03-312026-04-08

EFG ISHARES TR11.7K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F24.9K shares-3.92%2026-03-312026-04-08

PFXF VANECK ETF TRUST75.6K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION7.3K shares-1.29%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC2.8K shares-0.87%2026-03-312026-04-08

Sponsored

IWP ISHARES TR9.7K shares0.00%2026-03-312026-04-08

RSPT INVESCO EXCHANGE TRADED FD T28.6K shares0.00%2026-03-312026-04-08

CACI CACI INTL INC2.4K shares0.00%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR28.5K shares0.00%2026-03-312026-04-08

USFR WISDOMTREE TR25.3K shares0.00%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR16.4K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC1.4K shares-1.18%2026-03-312026-04-08

SCZ ISHARES TR16.0K shares0.00%2026-03-312026-04-08

Sponsored

EEMS ISHARES INC17.8K shares-2.70%2026-03-312026-04-08

IBDV ISHARES TR53.0K shares0.00%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F15.9K shares0.00%2026-03-312026-04-08

IVOO VANGUARD ADMIRAL FDS INC10.4K shares0.00%2026-03-312026-04-08

IGIB ISHARES TR21.5K shares0.00%2026-03-312026-04-08

CFLT CONFLUENT INC38.2K shares0.00%2026-03-312026-04-08

VPU VANGUARD WORLD FD6.2K shares0.00%2026-03-312026-04-08

SPYM SPDR SERIES TRUST14.2K shares-9.06%2026-03-312026-04-08

Sponsored

BAC BANK AMERICA CORP20.6K shares-4.88%2026-03-312026-04-08

GLW CORNING INC12.9K shares-1.04%2026-03-312026-04-08

EMNT PIMCO ETF TR11.5K shares0.00%2026-03-312026-04-08

SUB ISHARES TR10.6K shares0.00%2026-03-312026-04-08

SPSB SPDR SERIES TRUST36.7K shares0.00%2026-03-312026-04-08

SHOP SHOPIFY INC6.9K shares-1.72%2026-03-312026-04-08

JMBS JANUS DETROIT STR TR23.9K shares0.00%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR19.9K shares-2.49%2026-03-312026-04-08

Sponsored

ORCL ORACLE CORP5.6K shares-1.89%2026-03-312026-04-08

T AT&T INC43.9K shares0.00%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO6.7K shares0.00%2026-03-312026-04-08

NVO NOVO-NORDISK A S20.8K shares-4.60%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC5.9K shares-26.66%2026-03-312026-04-08

CSCO CISCO SYS INC13.5K shares-1.12%2026-03-312026-04-08

PG PROCTER AND GAMBLE CO7.3K shares-1.08%2026-03-312026-04-08

SPYD SPDR SERIES TRUST23.2K shares0.00%2026-03-312026-04-08

Sponsored

BOE BLACKROCK ENHANCED GLOBAL DI85.3K shares0.00%2026-03-312026-04-08

PFF ISHARES TR32.2K shares0.00%2026-03-312026-04-08

VOOG VANGUARD ADMIRAL FDS INC2.2K shares0.00%2026-03-312026-04-08

VXUS VANGUARD STAR FDS13.2K shares0.00%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC1.7K shares-3.09%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF19.3K shares-5.17%2026-03-312026-04-08

CAH CARDINAL HEALTH INC4.7K shares0.00%2026-03-312026-04-08

EMLC VANECK ETF TRUST36.9K shares0.00%2026-03-312026-04-08

Sponsored

ALPS ETF TR ALPS ETF TR20.2K shares0.00%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC4.4K shares-1.01%2026-03-312026-04-08

PZT INVESCO EXCH TRADED FD TR II41.7K shares0.00%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS6.5K shares0.00%2026-03-312026-04-08

VVR INVESCO SR INCOME TR281.3K shares0.00%2026-03-312026-04-08

DIS DISNEY WALT CO8.1K shares-28.67%2026-03-312026-04-08

SYK STRYKER CORPORATION2.6K shares-3.16%2026-03-312026-04-08

MS MORGAN STANLEY5.1K shares-5.37%2026-03-312026-04-08

Sponsored

ESGD ISHARES TR9.6K shares0.00%2026-03-312026-04-08

VCLT VANGUARD SCOTTSDALE FDS11.9K shares0.00%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP8.8K shares-3.82%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC10.4K shares-14.50%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS16.9K shares0.00%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR25.8K shares0.00%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO2.3K shares-6.32%2026-03-312026-04-08

SPAB SPDR SERIES TRUST32.4K shares0.00%2026-03-312026-04-08

Sponsored

VCSH VANGUARD SCOTTSDALE FDS10.5K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABS6.6K shares-1.13%2026-03-312026-04-08

LLY ELI LILLY & CO772 shares-16.27%2026-03-312026-04-08

BOXX EA SERIES TRUST7.2K shares0.00%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares-5.93%2026-03-312026-04-08

IDXX IDEXX LABS INC1.2K shares-22.71%2026-03-312026-04-08

BSCR INVESCO EXCH TRD SLF IDX FD40.5K shares0.00%2026-03-312026-04-08

XT ISHARES TR11.3K shares0.00%2026-03-312026-04-08

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD37.6K shares0.00%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II14.7K shares0.00%2026-03-312026-04-08

DXCM DEXCOM INC11.6K shares-19.95%2026-03-312026-04-08

IXUS ISHARES TR9.0K shares0.00%2026-03-312026-04-08

BSCT INVESCO EXCH TRD SLF IDX FD40.1K shares0.00%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-0.65%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC18.1K shares-0.78%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares-31.88%2026-03-312026-04-08

Sponsored

EFIV SPDR SERIES TRUST10.8K shares0.00%2026-03-312026-04-08

ESML ISHARES TR15.6K shares0.00%2026-03-312026-04-08

BSCQ INVESCO EXCH TRD SLF IDX FD36.0K shares0.00%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC2.2K shares-6.12%2026-03-312026-04-08

QQQE DIREXION SHS ETF TR6.9K shares0.00%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS7.8K shares0.00%2026-03-312026-04-08

DDOG DATADOG INC5.0K shares-1.37%2026-03-312026-04-08

IWB ISHARES TR1.8K shares0.00%2026-03-312026-04-08

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PODD INSULET CORP2.4K shares-22.60%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC3.2K shares0.00%2026-03-312026-04-08

CME CME GROUP INC2.5K shares-1.45%2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP5.7K shares-2.53%2026-03-312026-04-08

TJX TJX COS INC NEW4.3K shares-3.88%2026-03-312026-04-08

HLT HILTON WORLDWIDE HLDGS INC2.3K shares-2.53%2026-03-312026-04-08

HON HONEYWELL INTL INC3.4K shares0.00%2026-03-312026-04-08

TKO TKO GROUP HOLDINGS INC3.1K shares0.00%2026-03-312026-04-08

Sponsored

UBS UBS GROUP AG14.0K shares0.00%2026-03-312026-04-08

MOAT VANECK ETF TRUST6.1K shares-20.17%2026-03-312026-04-08

XBIL RBB FD INC12.6K shares0.00%2026-03-312026-04-08

IHI ISHARES TR10.1K shares0.00%2026-03-312026-04-08

BSCU INVESCO EXCH TRD SLF IDX FD37.2K shares0.00%2026-03-312026-04-08

BSVO EA SERIES TRUST26.8K shares0.00%2026-03-312026-04-08

DHR DANAHER CORPORATION2.7K shares-1.49%2026-03-312026-04-08

NOW SERVICENOW INC4.0K shares-1.95%2026-03-312026-04-08

Sponsored

TRV TRAVELERS COMPANIES INC2.1K shares-1.08%2026-03-312026-04-08

HYG ISHARES TR7.5K shares0.00%2026-03-312026-04-08

IGV ISHARES TR5.7K shares0.00%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS12.3K shares0.00%2026-03-312026-04-08

PEG PUBLIC SVC ENTERPRISE GRP IN7.4K shares-0.50%2026-03-312026-04-08

LOW LOWES COS INC2.5K shares-6.45%2026-03-312026-04-08

XYL XYLEM INC4.3K shares0.00%2026-03-312026-04-08

BIIB BIOGEN INC3.3K shares0.00%2026-03-312026-04-08

Sponsored

LINDE PLC LINDE PLC1.4K shares-3.11%2026-03-312026-04-08

EMXC ISHARES INC8.0K shares0.00%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST25.0K shares0.00%2026-03-312026-04-08

FDMO FIDELITY COVINGTON TRUST6.8K shares0.00%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC2.0K shares-7.30%2026-03-312026-04-08

IGRO ISHARES TR6.9K shares0.00%2026-03-312026-04-08

RY ROYAL BK CDA3.3K shares0.00%2026-03-312026-04-08

XAR SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-04-08

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR926 shares0.00%2026-03-312026-04-08

INTC INTEL CORP15.1K shares-6.20%2026-03-312026-04-08

IWM ISHARES TR2.2K shares0.00%2026-03-312026-04-08

BSJT INVESCO EXCH TRD SLF IDX FD25.6K shares0.00%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC510 shares-5.73%2026-03-312026-04-08

IWS ISHARES TR3.8K shares-2.83%2026-03-312026-04-08

EEM ISHARES TR9.9K shares0.00%2026-03-312026-04-08

HCA HCA HEALTHCARE INC1.2K shares0.00%2026-03-312026-04-08

Sponsored

XYLD GLOBAL X FDS13.2K shares0.00%2026-03-312026-04-08

IWN ISHARES TR2.9K shares-1.81%2026-03-312026-04-08

AWF ALLIANCEBERNSTEIN GLOBAL HIG49.2K shares0.00%2026-03-312026-04-08

MPC MARATHON PETE CORP3.2K shares-1.73%2026-03-312026-04-08

HUBS HUBSPOT INC1.3K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO CO NEW5.5K shares-12.05%2026-03-312026-04-08

GEV GE VERNOVA INC777 shares-25.86%2026-03-312026-04-08

SPYV SPDR SERIES TRUST8.9K shares-0.15%2026-03-312026-04-08

Sponsored

D DOMINION ENERGY INC8.6K shares-2.33%2026-03-312026-04-08

PFE PFIZER INC20.2K shares0.00%2026-03-312026-04-08

HACK AMPLIFY ETF TR6.3K shares0.00%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST15.2K shares0.00%2026-03-312026-04-08

IBDW ISHARES TR23.4K shares0.00%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS9.8K shares0.00%2026-03-312026-04-08

DGRO ISHARES TR6.8K shares0.00%2026-03-312026-04-08

HDV ISHARES TR3.9K shares0.00%2026-03-312026-04-08

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD28.1K shares0.00%2026-03-312026-04-08

AMGN AMGEN INC1.4K shares0.00%2026-03-312026-04-08

JQUA J P MORGAN EXCHANGE TRADED F7.4K shares0.00%2026-03-312026-04-08

QYLD GLOBAL X FDS26.4K shares0.00%2026-03-312026-04-08

NFJ VIRTUS DIVIDEND INTEREST & P36.0K shares0.00%2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC86 shares-17.31%2026-03-312026-04-08

R RYDER SYS INC2.4K shares0.00%2026-03-312026-04-08

HOOD ROBINHOOD MKTS INC4.0K shares-36.52%2026-03-312026-04-08

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.0K shares0.00%2026-03-312026-04-08

TRMB TRIMBLE INC5.7K shares0.00%2026-03-312026-04-08

AVLV AMERICAN CENTY ETF TR5.9K shares0.00%2026-03-312026-04-08

ARCC ARES CAPITAL CORP21.8K shares0.00%2026-03-312026-04-08

VONG VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR16.0K shares0.00%2026-03-312026-04-08

TEI TEMPLETON EMERGING MKTS INCO67.6K shares0.00%2026-03-312026-04-08

IWR ISHARES TR4.5K shares0.00%2026-03-312026-04-08

Sponsored

ED CONSOLIDATED EDISON INC4.4K shares0.00%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR18.5K shares0.00%2026-03-312026-04-08

TLH ISHARES TR4.2K shares0.00%2026-03-312026-04-08

FTNT FORTINET INC5.4K shares-2.90%2026-03-312026-04-08

MMM 3M CO2.7K shares-2.82%2026-03-312026-04-08

IYH ISHARES TR6.5K shares0.00%2026-03-312026-04-08

SUSB ISHARES TR16.7K shares0.00%2026-03-312026-04-08

IEMG ISHARES INC6.2K shares-0.92%2026-03-312026-04-08

Sponsored

OBIL RBB FD INC8.3K shares0.00%2026-03-312026-04-08

BAC-PL BANK AMERICA CORP330 shares0.00%2026-03-312026-04-08

SPGI S&P GLOBAL INC790 shares-3.54%2026-03-312026-04-08

BIL SPDR SERIES TRUST4.5K shares-96.30%2026-03-312026-04-08

BA BOEING CO1.9K shares-2.93%2026-03-312026-04-08

O REALTY INCOME CORP7.3K shares0.00%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares0.00%2026-03-312026-04-08

EWJ ISHARES INC5.0K shares0.00%2026-03-312026-04-08

Sponsored

COP CONOCOPHILLIPS4.3K shares-4.75%2026-03-312026-04-08

SBUX STARBUCKS CORP4.8K shares0.00%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR12.2K shares0.00%2026-03-312026-04-08

QCOM QUALCOMM INC2.3K shares0.00%2026-03-312026-04-08

AVGE AMERICAN CENTY ETF TR4.6K shares0.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO7.3K shares-1.83%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP816 shares0.00%2026-03-312026-04-08

VBR VANGUARD INDEX FDS1.9K shares-2.93%2026-03-312026-04-08

Sponsored

IBMO ISHARES TR15.3K shares0.00%2026-03-312026-04-08

SPTS SPDR SERIES TRUST13.2K shares0.00%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F7.7K shares0.00%2026-03-312026-04-08

UNP UNION PAC CORP1.7K shares-4.60%2026-03-312026-04-08

SPMD SPDR SERIES TRUST6.6K shares0.00%2026-03-312026-04-08

IBMP ISHARES TR15.1K shares0.00%2026-03-312026-04-08

MGK VANGUARD WORLD FD925 shares0.00%2026-03-312026-04-08

DFSB DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-04-08

Sponsored

MTD METTLER TOLEDO INTERNATIONAL273 shares-26.81%2026-03-312026-04-08

NOBL PROSHARES TR3.6K shares0.00%2026-03-312026-04-08

IBMQ ISHARES TR14.7K shares0.00%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC1.8K shares-5.43%2026-03-312026-04-08

FNDA SCHWAB STRATEGIC TR11.7K shares0.00%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC3.1K shares-3.64%2026-03-312026-04-08

KEY KEYCORP17.8K shares0.00%2026-03-312026-04-08

HEQ JOHN HANCOCK DIVERSIFIED INC34.0K shares0.00%2026-03-312026-04-08

Sponsored

SO SOUTHERN CO4.1K shares-5.88%2026-03-312026-04-08

ESGE ISHARES INC8.1K shares0.00%2026-03-312026-04-08

ZTS ZOETIS INC2.8K shares0.00%2026-03-312026-04-08

ROST ROSS STORES INC2.0K shares-31.47%2026-03-312026-04-08

DLN WISDOMTREE TR3.9K shares0.00%2026-03-312026-04-08

BDX BECTON DICKINSON & CO1.7K shares-1.52%2026-03-312026-04-08

TDIV FIRST TR EXCHANGE TRADED FD3.5K shares0.00%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.2K shares-1.92%2026-03-312026-04-08

Sponsored

SCHF SCHWAB STRATEGIC TR14.1K shares-0.86%2026-03-312026-04-08

FDX FEDEX CORP1.2K shares0.00%2026-03-312026-04-08

PKG PACKAGING CORP AMER1.6K shares-1.40%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-4.58%2026-03-312026-04-08

AOA ISHARES TR3.7K shares0.00%2026-03-312026-04-08

ITA ISHARES TR1.5K shares0.00%2026-03-312026-04-08

RMT ROYCE MICRO-CAP TR INC31.4K shares0.00%2026-03-312026-04-08

DE DEERE & CO697 shares-6.57%2026-03-312026-04-08

Sponsored

EAOA ISHARES TR7.8K shares0.00%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS6.5K shares0.00%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC3.3K shares-2.54%2026-03-312026-04-08

MORT VANECK ETF TRUST30.0K shares0.00%2026-03-312026-04-08

MCO MOODYS CORP614 shares0.00%2026-03-312026-04-08

CB CHUBB LIMITED999 shares-1.77%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR6.8K shares0.00%2026-03-312026-04-08

INTU INTUIT468 shares-3.90%2026-03-312026-04-08

Sponsored

DEHP DIMENSIONAL ETF TRUST9.6K shares0.00%2026-03-312026-04-08

MO ALTRIA GROUP INC5.3K shares0.00%2026-03-312026-04-08

GILD GILEAD SCIENCES INC2.5K shares-8.70%2026-03-312026-04-08

UAL UNITED AIRLS HLDGS INC2.7K shares12.31%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2026-03-312026-04-08

PRU PRUDENTIAL FINL INC2.7K shares0.00%2026-03-312026-04-08

KR KROGER CO4.9K shares0.00%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L9.5K shares0.00%2026-03-312026-04-08

Sponsored

JOF JAPAN SMALLER CAPITALIZATION27.2K shares0.00%2026-03-312026-04-08

NUE NUCOR CORP1.8K shares0.00%2026-03-312026-04-08

IWO ISHARES TR926 shares0.00%2026-03-312026-04-08

VSGX VANGUARD WORLD FD4.2K shares0.00%2026-03-312026-04-08

EOG EOG RES INC2.8K shares-3.81%2026-03-312026-04-08

ACWX ISHARES TR4.4K shares0.00%2026-03-312026-04-08

GWW WW GRAINGER INC293 shares0.00%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC2.6K shares0.00%2026-03-312026-04-08

Sponsored

PEY INVESCO EXCHANGE TRADED FD T14.5K shares0.00%2026-03-312026-04-08

KO COCA COLA CO4.2K shares-3.20%2026-03-312026-04-08

SYY SYSCO CORP4.0K shares0.00%2026-03-312026-04-08

SHEL SHELL PLC4.0K shares-0.13%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS6.2K shares0.00%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC2.2K shares-9.66%2026-03-312026-04-08

ESGU ISHARES TR2.0K shares0.00%2026-03-312026-04-08

VLO VALERO ENERGY CORP1.8K shares0.00%2026-03-312026-04-08

Sponsored

TD TORONTO DOMINION BK ONT3.0K shares0.00%2026-03-312026-04-08

LZB LA Z BOY INC7.7K shares0.00%2026-03-312026-04-08

AIQ GLOBAL X FDS5.6K shares0.00%2026-03-312026-04-08

ENB ENBRIDGE INC5.9K shares0.00%2026-03-312026-04-08

SDY SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.6K shares-21.91%2026-03-312026-04-08

AVGV AMERICAN CENTY ETF TR3.8K shares0.00%2026-03-312026-04-08

CGGO CAPITAL GROUP GBL GROWTH EQT8.0K shares0.00%2026-03-312026-04-08

Sponsored

AIZ ASSURANT INC1.2K shares0.00%2026-03-312026-04-08

VLY VALLEY NATL BANCORP23.8K shares0.00%2026-03-312026-04-08

NUW NUVEEN AMT-FREE MUN VALUE FD19.4K shares0.00%2026-03-312026-04-08

WFC-PL WELLS FARGO CO NEW227 shares0.00%2026-03-312026-04-08

DIA SPDR DOW JONES INDL AVERAGE571 shares0.00%2026-03-312026-04-08

GRMN GARMIN LTD1.3K shares0.00%2026-03-312026-04-08

CENCORA INC CENCORA INC799 shares-2.56%2026-03-312026-04-08

IBDX ISHARES TR10.4K shares0.00%2026-03-312026-04-08

Sponsored

DFSV DIMENSIONAL ETF TRUST8.0K shares0.00%2026-03-312026-04-08

SHY ISHARES TR3.1K shares0.00%2026-03-312026-04-08

RSG REPUBLIC SVCS INC1.2K shares-1.62%2026-03-312026-04-08

KVUE KENVUE INC14.9K shares0.00%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-03-312026-04-08

PTC PTC INC1.5K shares0.00%2026-03-312026-04-08

PGR PROGRESSIVE CORP1.1K shares-11.84%2026-03-312026-04-08

TPL TEXAS PACIFIC LAND CORPORATI881 shares0.00%2026-03-312026-04-08

Sponsored

AZN ASTRAZENECA PLC2.7K shares-37.45%2026-03-312026-04-08

MEAR ISHARES U S ETF TR5.0K shares0.00%2026-03-312026-04-08

SAH SONIC AUTOMOTIVE INC4.1K shares0.00%2026-03-312026-04-08

PCEF INVESCO EXCH TRADED FD TR II12.5K shares0.00%2026-03-312026-04-08

THRO BLACKROCK ETF TRUST6.4K shares0.00%2026-03-312026-04-08

AFL AFLAC INC2.2K shares0.00%2026-03-312026-04-08

XJH ISHARES TR5.5K shares0.00%2026-03-312026-04-08

INDA ISHARES TR4.5K shares0.00%2026-03-312026-04-08

Sponsored

SMTC SEMTECH CORP3.3K shares0.00%2026-03-312026-04-08

UPS UNITED PARCEL SERVICE INC2.4K shares0.00%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR8.1K shares0.00%2026-03-312026-04-08

MMC MARSH & MCLENNAN COS INC1.3K shares-10.34%2026-03-312026-04-08

AIVL WISDOMTREE TR2.1K shares0.00%2026-03-312026-04-08

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-04-08

SPYG SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-03-312026-04-08

Sponsored

PSX PHILLIPS 661.8K shares0.00%2026-03-312026-04-08

REGN REGENERON PHARMACEUTICALS302 shares0.00%2026-03-312026-04-08

FPE FIRST TR EXCH TRADED FD III12.7K shares0.00%2026-03-312026-04-08

DIVO AMPLIFY ETF TR5.2K shares0.00%2026-03-312026-04-08

HYMB SPDR SERIES TRUST9.2K shares0.00%2026-03-312026-04-08

SUSC ISHARES TR9.7K shares0.00%2026-03-312026-04-08

CEF SPROTT ASSET MANAGEMENT LP4.9K shares0.00%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP670 shares-27.57%2026-03-312026-04-08

Sponsored

UNH UNITEDHEALTH GROUP INC683 shares-17.81%2026-03-312026-04-08

NMT NUVEEN MASSACHUSETS QLT MUN19.9K shares0.00%2026-03-312026-04-08

FAST FASTENAL CO5.6K shares0.00%2026-03-312026-04-08

USXF ISHARES TR3.9K shares0.00%2026-03-312026-04-08

BGX BLACKSTONE LONG SHORT CR INC19.0K shares0.00%2026-03-312026-04-08

YUM YUM BRANDS INC1.5K shares-2.53%2026-03-312026-04-08

F FORD MTR CO16.8K shares-10.62%2026-03-312026-04-08

RJF RAYMOND JAMES FINL INC1.4K shares0.00%2026-03-312026-04-08

Sponsored

CNI CANADIAN NATL RY CO2.2K shares0.00%2026-03-312026-04-08

IYC ISHARES TR2.1K shares0.00%2026-03-312026-04-08

OSPREY BITCOIN TR OSPREY BITCOIN TR7.8K shares0.00%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR7.5K shares0.00%2026-03-312026-04-08

ADBE ADOBE INC598 shares-8.42%2026-03-312026-04-08

SMIN ISHARES TR3.0K shares0.00%2026-03-312026-04-08

KE KIMBALL ELECTRONICS INC7.5K shares0.00%2026-03-312026-04-08

MUJ BLACKROCK MUNIHLDGS NJ QLTY17.3K shares0.00%2026-03-312026-04-08

Sponsored

ET ENERGY TRANSFER L P12.5K shares-3.36%2026-03-312026-04-08

HPE HEWLETT PACKARD ENTERPRISE C8.5K shares-6.05%2026-03-312026-04-08

EUSB ISHARES TR4.7K shares0.00%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC5.3K shares0.00%2026-03-312026-04-08

DMLP DORCHESTER MINERALS LP9.1K shares0.00%2026-03-312026-04-08

IVAL EA SERIES TRUST6.4K shares0.00%2026-03-312026-04-08

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD12.5K shares0.00%2026-03-312026-04-08

WULF TERAWULF INC16.1K shares0.00%2026-03-312026-04-08

Sponsored

PGX INVESCO EXCH TRADED FD TR II16.4K shares0.00%2026-03-312026-04-08

EXG EATON VANCE TAX-MANAGED GLOB18.6K shares0.00%2026-03-312026-04-08

XFLT XAI OCTAGN FLT RAT & ALT INM35.4K shares0.00%2026-03-312026-04-08

NIM NUVEEN SELECT MAT MUN FD18.2K shares0.00%2026-03-312026-04-08

CX CEMEX SAB DE CV14.1K shares0.00%2026-03-312026-04-08

EVN EATON VANCE MUNI INCOME TRUS13.5K shares0.00%2026-03-312026-04-08

CNH CNH INDL N V14.6K shares0.00%2026-03-312026-04-08

BBBY BED BATH & BEYOND INC19.8K shares0.00%2026-03-312026-04-08

Sponsored

USA LIBERTY ALL STAR EQUITY FD16.8K shares0.00%2026-03-312026-04-08

OPK OPKO HEALTH INC20.2K shares-0.54%2026-03-312026-04-08

DFUS

DIMENSIONAL ETF TRUST

-0.20%

Shares3.9M

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

-0.91%

Shares4.0M

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-0.46%

Shares441.4K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-0.56%

Shares460.7K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

-0.60%

Shares2.0M

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares757.4K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

-0.18%

Shares896.2K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.00%

Shares607.5K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-0.14%

Shares547.7K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

-0.17%

Shares812.0K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-0.24%

Shares957.5K

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.55%

Shares447.0K

Event2026-03-31

Filed2026-04-08

PVAL

PUTNAM ETF TRUST

-0.50%

Shares682.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-5.95%

Shares108.2K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

-0.32%

Shares706.9K

Event2026-03-31

Filed2026-04-08

JIRE

J P MORGAN EXCHANGE TRADED F

-0.85%

Shares323.4K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-0.05%

Shares136.7K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-08

SPY

SPDR S&P 500 ETF TR

-0.34%

Shares29.2K

Event2026-03-31

Filed2026-04-08

DFAU

DIMENSIONAL ETF TRUST

-0.04%

Shares421.5K

Event2026-03-31

Filed2026-04-08

XMHQ

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares190.2K

Event2026-03-31

Filed2026-04-08

CLOI

VANECK ETF TRUST

-0.65%

Shares360.1K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-4.16%

Shares95.9K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-4.12%

Shares36.5K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

-0.07%

Shares121.6K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares274.3K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

0.00%

Shares180.9K

Event2026-03-31

Filed2026-04-08

FLOT

ISHARES TR

0.00%

Shares244.9K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-0.26%

Shares35.3K

Event2026-03-31

Filed2026-04-08

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares346.8K

Event2026-03-31

Filed2026-04-08

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares187.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-4.43%

Shares32.4K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares45.3K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares288.1K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

-0.48%

Shares270.6K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-0.10%

Shares48.2K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares76.6K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-74.47%

Shares12

Event2026-03-31

Filed2026-04-08

IBDR

ISHARES TR

0.00%

Shares361.3K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares18.3K

Event2026-03-31

Filed2026-04-08

DJP

BARCLAYS BANK PLC

0.00%

Shares230.0K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-4.61%

Shares37.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.90%

Shares26.9K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares194.5K

Event2026-03-31

Filed2026-04-08

DFAX

DIMENSIONAL ETF TRUST

-0.95%

Shares252.8K

Event2026-03-31

Filed2026-04-08

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares113.8K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-1.99%

Shares127.3K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares234.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-5.69%

Shares12.0K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-0.26%

Shares35.1K

Event2026-03-31

Filed2026-04-08

EBND

SPDR SERIES TRUST

0.00%

Shares347.7K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

0.00%

Shares74.7K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO.

-7.30%

Shares22.2K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

0.00%

Shares60.9K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

0.00%

Shares146.2K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-2.94%

Shares32.7K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

0.00%

Shares67.5K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares77.6K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-08

IBDS

ISHARES TR

0.00%

Shares258.0K

Event2026-03-31

Filed2026-04-08

FENI

FIDELITY COVINGTON TRUST

0.00%

Shares162.0K

Event2026-03-31

Filed2026-04-08

FFSM

FIDELITY COVINGTON TRUST

0.00%

Shares192.9K

Event2026-03-31

Filed2026-04-08

TFLO

ISHARES TR

0.00%

Shares116.8K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

0.00%

Shares51.8K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-08

DISV

DIMENSIONAL ETF TRUST

-0.54%

Shares145.8K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

-0.76%

Shares52.7K

Event2026-03-31

Filed2026-04-08

AVMU

AMERICAN CENTY ETF TR

0.00%

Shares111.9K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

0.00%

Shares50.8K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-0.73%

Shares16.0K

Event2026-03-31

Filed2026-04-08