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The Analysis of SCS Capital Management LLC's Holdings & P&L

Currently, SCS Capital Management LLC holds 468 types of securities in its portfolio with a total value $9.4B. In the most recent quarter, they have increased their positions in VGIT (+2.5M shares, valued at $150.3M), VT (+497.6K shares, valued at $68.8M), STIP (+425.0K shares, valued at $44.0M); decreased their positions in AGG (-424.9K shares, valued at $42.2M), SCHO (-1.4M shares, valued at $33.4M), HCA (-40.9K shares, valued at $19.4M); initiated new positions in STZ (+119.1K shares, valued at $17.9M), N/A (+87.3K shares, valued at $17.0M), STUB (+757.4K shares, valued at $4.7M).

1M P&L

+177.8M+1.91%

3M P&L

-25.4M-0.27%

HY P&L

+452.1M+5.00%

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/A7.5B

84.7%

2Software - Infrastructure93.8M

1.1%

3Biotechnology82.7M

0.9%

Top Industries by Stock Count

1N/A186 stocks

40.7%

2Software - Application17 stocks

3.7%

3Oil & Gas Midstream14 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS19.2M shares15.09%2026-03-312026-05-11

VTI VANGUARD INDEX FDS2.6M shares2.51%2026-03-312026-05-11

IWV ISHARES TR1.9M shares-0.49%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS9.3M shares-1.96%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T701.1K shares-0.50%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR12.5M shares-0.32%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR12.0M shares0.51%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS443.2K shares-4.22%2026-03-312026-05-11

Sponsored

SPYM SPDR SERIES TRUST3.1M shares18.13%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS1.5M shares-2.79%2026-03-312026-05-11

VTV VANGUARD INDEX FDS1.0M shares-2.73%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F3.6M shares0.81%2026-03-312026-05-11

SPYG SPDR SERIES TRUST1.9M shares5.13%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F1.2M shares67.73%2026-03-312026-05-11

QUAL ISHARES TR797.2K shares-4.81%2026-03-312026-05-11

IEFA ISHARES TR1.7M shares-2.16%2026-03-312026-05-11

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T666.6K shares11.71%2026-03-312026-05-11

VBIL VANGUARD INSTL INDEX FD1.5M shares8.25%2026-03-312026-05-11

STIP ISHARES TR968.0K shares78.27%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS1.9M shares-0.80%2026-03-312026-05-11

IVV ISHARES TR116.5K shares-1.56%2026-03-312026-05-11

NYT NEW YORK TIMES CO MTN BE794.7K shares12.02%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS581.8K shares-6.38%2026-03-312026-05-11

VDE VANGUARD WORLD FD368.4K shares-0.67%2026-03-312026-05-11

Sponsored

VB VANGUARD INDEX FDS219.7K shares75.23%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS642.9K shares-10.67%2026-03-312026-05-11

VGLT VANGUARD SCOTTSDALE FDS1.0M shares14.45%2026-03-312026-05-11

XPEL XPEL INC1.2M shares0.00%2026-03-312026-05-11

EFA ISHARES TR555.4K shares-5.49%2026-03-312026-05-11

IVW ISHARES TR471.8K shares-0.14%2026-03-312026-05-11

AAPL APPLE INC198.9K shares-6.39%2026-03-312026-05-11

ALNY ALNYLAM PHARMACEUTICALS INC149.5K shares-0.04%2026-03-312026-05-11

Sponsored

ESGV VANGUARD WORLD FD390.5K shares-0.59%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS474.3K shares6.29%2026-03-312026-05-11

IEMG ISHARES INC601.7K shares4.07%2026-03-312026-05-11

MSFT MICROSOFT CORP105.6K shares-2.77%2026-03-312026-05-11

PDBC INVESCO ACTVELY MNGD ETC FD2.2M shares1.82%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON151.3K shares-6.22%2026-03-312026-05-11

GLD SPDR GOLD TR82.2K shares-3.35%2026-03-312026-05-11

IJH ISHARES TR515.9K shares-13.08%2026-03-312026-05-11

Sponsored

VV VANGUARD INDEX FDS112.4K shares-0.40%2026-03-312026-05-11

IQLT ISHARES TR706.6K shares-7.29%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO109.8K shares-6.18%2026-03-312026-05-11

IUSG ISHARES TR203.6K shares-1.00%2026-03-312026-05-11

VSGX VANGUARD WORLD FD439.0K shares-1.30%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4050.3K shares-4.03%2026-03-312026-05-11

XME SPDR SERIES TRUST284.7K shares-7.47%2026-03-312026-05-11

IWF ISHARES TR71.2K shares-1.06%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC96.5K shares-6.31%2026-03-312026-05-11

KO COCA COLA CO386.1K shares-3.39%2026-03-312026-05-11

NVDA NVIDIA CORPORATION159.0K shares-7.59%2026-03-312026-05-11

TRGP TARGA RES CORP109.9K shares-3.73%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR47.1K shares-7.70%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR749.1K shares0.89%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS325.7K shares-28.28%2026-03-312026-05-11

MS MORGAN STANLEY145.1K shares-8.71%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC108.3K shares5.98%2026-03-312026-05-11

RTX RTX CORPORATION116.8K shares-37.09%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS99.2K shares-9.76%2026-03-312026-05-11

VGT VANGUARD WORLD FD29.8K shares1.73%2026-03-312026-05-11

AGIO AGIOS PHARMACEUTICALS INC612.9K shares2.35%2026-03-312026-05-11

WMT WALMART INC166.2K shares-20.32%2026-03-312026-05-11

VTR VENTAS INC236.0K shares-1.15%2026-03-312026-05-11

AGG ISHARES TR188.2K shares-69.31%2026-03-312026-05-11

Sponsored

SHEL SHELL PLC199.0K shares-1.70%2026-03-312026-05-11

VMC VULCAN MATLS CO66.6K shares0.00%2026-03-312026-05-11

EVLV EVOLV TECHNOLOGIES HLDNGS IN3.0M shares-4.46%2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC119.1K sharesnew addition2026-03-312026-05-11

IWB ISHARES TR49.0K shares-0.28%2026-03-312026-05-11

TFC TRUIST FINL CORP371.3K shares-3.76%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC87.3K sharesnew addition2026-03-312026-05-11

META META PLATFORMS INC29.7K shares-31.02%2026-03-312026-05-11

Sponsored

VUG VANGUARD INDEX FDS38.6K shares-1.12%2026-03-312026-05-11

PHM PULTE GROUP INC140.6K shares0.00%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC48.4K shares-9.42%2026-03-312026-05-11

CVX CHEVRON CORPORATION79.2K shares-8.56%2026-03-312026-05-11

FDX FEDEX CORP45.7K shares-4.01%2026-03-312026-05-11

RIO RIO TINTO PLC170.7K shares5925.31%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS349.9K shares0.25%2026-03-312026-05-11

IJR ISHARES TR128.2K shares-4.81%2026-03-312026-05-11

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE173.0K shares-3.68%2026-03-312026-05-11

ALPHABET INC ALPHABET INC53.8K shares-4.39%2026-03-312026-05-11

DKS DICKS SPORTING GOODS INC76.5K shares7.51%2026-03-312026-05-11

EEM ISHARES TR258.5K shares-1.74%2026-03-312026-05-11

QCOM QUALCOMM INC112.9K shares15.53%2026-03-312026-05-11

MUB ISHARES TR135.7K shares-11.98%2026-03-312026-05-11

MUFG MITSUBISHI UFJ FINANCIAL GRO824.1K shares-25.73%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP47.3K shares-16.97%2026-03-312026-05-11

Sponsored

VEU VANGUARD INTL EQUITY INDEX F178.9K shares-1.30%2026-03-312026-05-11

GOVT ISHARES TR570.8K shares-1.33%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC15.1K shares-6.04%2026-03-312026-05-11

HIW HIGHWOODS PPTYS INC594.7K shares164.04%2026-03-312026-05-11

XOM EXXON MOBIL CORP73.5K shares-6.07%2026-03-312026-05-11

TSLX SIXTH STREET SPECIALTY LENDI666.4K shares2.54%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR460.5K shares0.01%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.6K shares-6.04%2026-03-312026-05-11

Sponsored

CINF CINCINNATI FINL CORP74.9K shares0.01%2026-03-312026-05-11

ALPHABET INC ALPHABET INC38.9K shares-10.15%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC191.8K shares-2.83%2026-03-312026-05-11

TGT TARGET CORP88.7K shares-0.09%2026-03-312026-05-11

IWM ISHARES TR43.0K shares-3.82%2026-03-312026-05-11

PG PROCTER & GAMBLE CO73.5K shares-3.67%2026-03-312026-05-11

LLY ELI LILLY & CO11.5K shares4.15%2026-03-312026-05-11

ABNB AIRBNB INC80.2K shares-2.36%2026-03-312026-05-11

Sponsored

TBN TAMBORAN RES CORP199.9K shares113.75%2026-03-312026-05-11

RELX RELX PLC296.1K shares22.87%2026-03-312026-05-11

IWD ISHARES TR43.4K shares-3.47%2026-03-312026-05-11

ENB ENBRIDGE INC168.9K shares247.39%2026-03-312026-05-11

HCA HCA HEALTHCARE INC19.2K shares-68.04%2026-03-312026-05-11

ORCL ORACLE CORP60.3K shares13.52%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC52.4K shares-0.46%2026-03-312026-05-11

DSI ISHARES TR69.1K shares0.00%2026-03-312026-05-11

Sponsored

SCHD SCHWAB STRATEGIC TR259.4K shares0.00%2026-03-312026-05-11

UNP UNION PAC CORP32.2K shares-5.90%2026-03-312026-05-11

TOST TOAST INC293.9K shares-1.87%2026-03-312026-05-11

BA BOEING CO38.5K shares-4.76%2026-03-312026-05-11

CB CHUBB LTD SWITZ23.3K shares-0.79%2026-03-312026-05-11

ALB ALBEMARLE CORP40.9K shares0.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS29.4K shares-2.74%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS120.7K shares-27.97%2026-03-312026-05-11

Sponsored

IVE ISHARES TR33.2K shares-0.07%2026-03-312026-05-11

OEF ISHARES TR21.4K shares0.96%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR51.0K shares-1.90%2026-03-312026-05-11

BAC BANK AMERICA CORP138.5K shares-10.48%2026-03-312026-05-11

ARCC ARES CAPITAL CORP371.4K shares-18.14%2026-03-312026-05-11

OBDC BLUE OWL CAPITAL CORPORATION570.3K shares-13.42%2026-03-312026-05-11

DB DEUTSCHE BK AG214.0K shares-2.09%2026-03-312026-05-11

NLR VANECK ETF TRUST47.4K shares-23.60%2026-03-312026-05-11

Sponsored

IYR ISHARES TR63.2K shares0.00%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP22.0K shares-0.06%2026-03-312026-05-11

TFPM TRIPLE FLAG PRECIOUS METAL167.0K shares0.12%2026-03-312026-05-11

VO VANGUARD INDEX FDS20.1K shares-0.43%2026-03-312026-05-11

IUSV ISHARES TR56.4K shares0.00%2026-03-312026-05-11

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD346.6K shares-0.96%2026-03-312026-05-11

CUZ COUSINS PPTYS INC251.5K shares-0.13%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI167.3K shares-10.97%2026-03-312026-05-11

Sponsored

COF CAPITAL ONE FINL CORP30.7K shares6.88%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC30.6K shares-6.42%2026-03-312026-05-11

VIOO VANGUARD ADMIRAL FDS INC47.7K shares-0.19%2026-03-312026-05-11

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC23.3K shares8.48%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP6.0K shares-6.67%2026-03-312026-05-11

FLIN FRANKLIN TEMPLETON ETF TR156.6K shares101.97%2026-03-312026-05-11

INFL LISTED FDS TR99.3K shares-2.49%2026-03-312026-05-11

ACWI ISHARES TR36.8K shares-5.00%2026-03-312026-05-11

Sponsored

BLACKSTONE INC BLACKSTONE INC44.2K shares15.09%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares-12.50%2026-03-312026-05-11

NEU NEWMARKET CORP7.6K shares0.00%2026-03-312026-05-11

STUB STUBHUB HLDGS INC757.4K sharesnew addition2026-03-312026-05-11

KR KROGER CO64.2K shares-29.27%2026-03-312026-05-11

LPLA LPL FINL HLDGS INC15.2K shares0.00%2026-03-312026-05-11

IVLU ISHARES TR114.6K shares-1.16%2026-03-312026-05-11

FRPH FRP HLDGS INC205.8K shares0.00%2026-03-312026-05-11

Sponsored

SPSM SPDR SERIES TRUST90.2K shares-5.27%2026-03-312026-05-11

DRI DARDEN RESTAURANTS INC22.0K shares-5.98%2026-03-312026-05-11

COWZ PACER FDS TR67.6K shares-32.85%2026-03-312026-05-11

SMH VANECK ETF TRUST11.0K shares-29.02%2026-03-312026-05-11

ORI OLD REP INTL CORP103.3K shares-7.88%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC9.9K shares-6.61%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY65.9K sharesnew addition2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF75.9K shares-0.13%2026-03-312026-05-11

Sponsored

ALPS ETF TR ALPS ETF TR72.5K shares0.11%2026-03-312026-05-11

DNLI DENALI THERAPEUTICS INC198.0K shares0.00%2026-03-312026-05-11

HON HONEYWELL INTL INC16.7K shares-1.20%2026-03-312026-05-11

V VISA INC12.4K shares-13.80%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP31.6K shares-7.44%2026-03-312026-05-11

IWR ISHARES TR37.9K shares-3.91%2026-03-312026-05-11

NOW SERVICENOW INC35.3K shares-10.51%2026-03-312026-05-11

HD HOME DEPOT INC11.0K shares-8.14%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC5.0K shares-6.57%2026-03-312026-05-11

TSLA TESLA INC9.1K shares-6.02%2026-03-312026-05-11

ITOT ISHARES TR23.6K shares0.00%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION3.4K shares-5.81%2026-03-312026-05-11

VTWO VANGUARD SCOTTSDALE FDS32.9K shares-22.08%2026-03-312026-05-11

SNOW SNOWFLAKE INC21.7K shares5.90%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO10.7K shares-7.80%2026-03-312026-05-11

IGIB ISHARES TR58.9K shares0.00%2026-03-312026-05-11

Sponsored

EFV ISHARES TR40.8K shares0.50%2026-03-312026-05-11

PR PERMIAN RESOURCES CORP140.4K shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC13.6K shares-9.78%2026-03-312026-05-11

SCHR SCHWAB STRATEGIC TR118.1K shares-7.04%2026-03-312026-05-11

IBTJ ISHARES TR134.2K shares15.84%2026-03-312026-05-11

IBTI ISHARES TR131.5K shares15.87%2026-03-312026-05-11

IBTH ISHARES TR130.5K shares15.91%2026-03-312026-05-11

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO53.7K shares-0.00%2026-03-312026-05-11

Sponsored

QQQM INVESCO EXCH TRADED FD TR II11.8K shares-11.03%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC22.6K shares-3.02%2026-03-312026-05-11

MCHI ISHARES TR48.5K shares0.00%2026-03-312026-05-11

EIPX FIRST TR EXCHANGE-TRADED FD83.6K shares0.00%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP27.8K shares-3.58%2026-03-312026-05-11

IYJ ISHARES TR18.1K shares-3.36%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR41.3K shares-1.66%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR27.0K shares-0.65%2026-03-312026-05-11

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY72.8K shares1.42%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN40.2K shares0.00%2026-03-312026-05-11

REG REGENCY CTRS CORP31.2K shares-0.88%2026-03-312026-05-11

SBR SABINE RTY TR31.1K shares0.00%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L61.2K shares-6.30%2026-03-312026-05-11

IGSB ISHARES TR44.0K shares0.14%2026-03-312026-05-11

AVB AVALONBAY CMNTYS INC14.0K shares-2.10%2026-03-312026-05-11

IWY ISHARES TR8.9K shares0.00%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.23.0K shares12.08%2026-03-312026-05-11

OTF BLUE OWL TECHNOLOGY FIN CORP174.1K shares76.24%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND4.6K shares0.00%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF55.1K shares-2.19%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC5.2K shares-15.22%2026-03-312026-05-11

SYK STRYKER CORPORATION6.0K shares-6.14%2026-03-312026-05-11

ET ENERGY TRANSFER L P99.1K shares-7.59%2026-03-312026-05-11

ABT ABBOTT LABORATORIES18.4K shares3.05%2026-03-312026-05-11

Sponsored

TNGY TORTOISE CAPITAL SERIES TRUS178.2K shares-0.71%2026-03-312026-05-11

ADI ANALOG DEVICES INC5.8K shares-1.88%2026-03-312026-05-11

MA MASTERCARD INCORPORATED3.7K shares13.80%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC12.3K shares-13.98%2026-03-312026-05-11

CSCO CISCO SYS INC23.0K shares-8.08%2026-03-312026-05-11

VFH VANGUARD WORLD FD14.5K shares-0.92%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE-TRADED FD27.5K shares-5.86%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS21.2K shares0.00%2026-03-312026-05-11

Sponsored

NVGS NAVIGATOR HLDGS LTD86.6K shares-7.77%2026-03-312026-05-11

KLAC KLA CORP1.1K shares-6.61%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO19.3K shares-7.23%2026-03-312026-05-11

VXUS VANGUARD STAR FDS21.3K shares-5.65%2026-03-312026-05-11

DAL DELTA AIR LINES INC24.6K shares-3.66%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC7.7K shares-11.22%2026-03-312026-05-11

CRM SALESFORCE INC8.5K shares-20.81%2026-03-312026-05-11

XBI SPDR SERIES TRUST12.3K shares1.55%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC4.4K shares-1.88%2026-03-312026-05-11

COP CONOCOPHILLIPS11.8K shares-30.16%2026-03-312026-05-11

EOG EOG RES INC10.8K shares-6.41%2026-03-312026-05-11

SONO SONOS INC115.2K shares0.00%2026-03-312026-05-11

XLB SELECT SECTOR SPDR TR30.3K shares0.18%2026-03-312026-05-11

WFC WELLS FARGO & CO19.0K shares-1.47%2026-03-312026-05-11

SHOP SHOPIFY INC12.7K shares-7.43%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS32.0K shares3.00%2026-03-312026-05-11

Sponsored

MGK VANGUARD WORLD FD4.1K shares0.10%2026-03-312026-05-11

MCD MCDONALDS CORP4.7K shares-11.17%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC7.2K shares40.12%2026-03-312026-05-11

SCZ ISHARES TR18.5K shares-5.16%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR46.1K shares0.00%2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS15.0K shares-50.59%2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC7.0K shares-74.07%2026-03-312026-05-11

ETFS GOLD TR ETFS GOLD TR30.5K shares73.67%2026-03-312026-05-11

Sponsored

ARM ARM HOLDINGS PLC8.8K shares0.00%2026-03-312026-05-11

ABEV AMBEV SA455.0K shares3.21%2026-03-312026-05-11

DVY ISHARES TR8.7K shares0.00%2026-03-312026-05-11

IXC ISHARES TR22.8K shares6.50%2026-03-312026-05-11

ACWX ISHARES TR19.0K shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN6.3K shares-25.18%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR11.6K shares-5.81%2026-03-312026-05-11

QDEF FLEXSHARES TR16.1K shares8.57%2026-03-312026-05-11

Sponsored

WDAY WORKDAY INC9.8K shares-0.69%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR27.6K shares-8.04%2026-03-312026-05-11

BBD BANCO BRADESCO S A342.5K shares0.18%2026-03-312026-05-11

FNDE SCHWAB STRATEGIC TR32.4K shares-13.38%2026-03-312026-05-11

FTNT FORTINET INC15.1K shares128.43%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC1.3K shares-1.94%2026-03-312026-05-11

NEE NEXTERA ENERGY INC13.0K shares-16.85%2026-03-312026-05-11

NU NU HLDGS LTD82.5K shares-1.79%2026-03-312026-05-11

Sponsored

IBTG ISHARES TR51.7K shares51.08%2026-03-312026-05-11

PJAN INNOVATOR ETFS TRUST25.5K shares0.00%2026-03-312026-05-11

WM WASTE MGMT INC DEL5.1K shares-5.30%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC4.3K shares-4.14%2026-03-312026-05-11

MGV VANGUARD WORLD FD8.0K shares0.55%2026-03-312026-05-11

IBTK ISHARES TR57.5K shares53.95%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS12.0K shares0.00%2026-03-312026-05-11

IAT ISHARES TR20.9K shares-38.77%2026-03-312026-05-11

Sponsored

XLF SELECT SECTOR SPDR TR22.3K shares-27.20%2026-03-312026-05-11

MPC MARATHON PETE CORP4.5K shares-3.60%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST28.1K sharesnew addition2026-03-312026-05-11

SLV ISHARES SILVER TR15.8K shares-6.57%2026-03-312026-05-11

BCAX BICARA THERAPEUTICS INC53.4K shares0.00%2026-03-312026-05-11

PEP PEPSICO INC6.8K shares-21.10%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.9K shares-6.88%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP1.7K shares-4.01%2026-03-312026-05-11

Sponsored

USB US BANCORP18.7K shares81.24%2026-03-312026-05-11

VOOV VANGUARD ADMIRAL FDS INC4.8K shares-0.02%2026-03-312026-05-11

SPTM SPDR SERIES TRUST12.4K shares0.30%2026-03-312026-05-11

BP BP PLC20.7K shares-18.49%2026-03-312026-05-11

GRAB GRAB HOLDINGS LIMITED264.2K shares0.00%2026-03-312026-05-11

LOW LOWES COS INC4.1K shares-27.00%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC2.0K shares-8.70%2026-03-312026-05-11

OKE ONEOK INC NEW10.6K shares-22.47%2026-03-312026-05-11

Sponsored

OKTA OKTA INC11.9K shares-0.01%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares-11.67%2026-03-312026-05-11

IGF ISHARES TR13.9K shares-59.72%2026-03-312026-05-11

ZETA ZETA GLOBAL HOLDINGS CORP58.3K shares56.42%2026-03-312026-05-11

IJJ ISHARES TR6.9K shares1.68%2026-03-312026-05-11

GILD GILEAD SCIENCES INC6.6K shares-7.63%2026-03-312026-05-11

EMR EMERSON ELEC CO6.9K shares-0.04%2026-03-312026-05-11

IEUR ISHARES TR12.9K shares-2.06%2026-03-312026-05-11

Sponsored

UPST UPSTART HLDGS INC35.1K shares0.00%2026-03-312026-05-11

LYFT LYFT INC66.8K shares0.00%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR6.0K shares-7.10%2026-03-312026-05-11

JVAL J P MORGAN EXCHANGE TRADED F17.7K shares0.00%2026-03-312026-05-11

VXF VANGUARD INDEX FDS4.2K shares-15.12%2026-03-312026-05-11

ICF ISHARES TR13.9K shares-20.63%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC5.2K shares14.09%2026-03-312026-05-11

SNPS SYNOPSYS INC2.1K shares-3.36%2026-03-312026-05-11

Sponsored

ROK ROCKWELL AUTOMATION INC2.3K shares0.00%2026-03-312026-05-11

RBRK RUBRIK INC.17.1K shares0.00%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO3.3K shares-0.63%2026-03-312026-05-11

PFE PFIZER INC29.6K shares-2.21%2026-03-312026-05-11

SOC SABLE OFFSHORE CORP50.0K shares0.00%2026-03-312026-05-11

IWX ISHARES TR8.9K shares0.00%2026-03-312026-05-11

ASML ASML HLDG NV614 shares-6.83%2026-03-312026-05-11

NFRA FLEXSHARES TR12.6K shares0.00%2026-03-312026-05-11

Sponsored

DNTH DIANTHUS THERAPEUTICS INC9.4K shares0.00%2026-03-312026-05-11

ARKX ARK ETF TR26.1K shares0.00%2026-03-312026-05-11

AGNC AGNC INVT CORP76.0K shares-0.39%2026-03-312026-05-11

IJS ISHARES TR6.4K shares1.65%2026-03-312026-05-11

PAA PLAINS ALL AMERN PIPELINE L33.2K shares0.00%2026-03-312026-05-11

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC8.5K sharesnew addition2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR6.6K shares-23.43%2026-03-312026-05-11

CTAS CINTAS CORP4.2K shares-0.02%2026-03-312026-05-11

Sponsored

IXUS ISHARES TR8.0K shares0.00%2026-03-312026-05-11

FIDU FIDELITY COVINGTON TRUST8.0K shares0.00%2026-03-312026-05-11

UMAC UNUSUAL MACHS INC54.4K shares-5.64%2026-03-312026-05-11

PTEN PATTERSON-UTI ENERGY INC62.0K shares-49.17%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR8.1K shares-6.48%2026-03-312026-05-11

AAXJ ISHARES TR6.9K shares0.00%2026-03-312026-05-11

SUSA ISHARES TR5.0K shares-1.91%2026-03-312026-05-11

RBLX ROBLOX CORP11.6K shares-0.80%2026-03-312026-05-11

Sponsored

BSV VANGUARD BD INDEX FDS8.3K shares0.00%2026-03-312026-05-11

RY ROYAL BK CDA4.0K shares0.25%2026-03-312026-05-11

PGR PROGRESSIVE CORP3.2K shares-1.68%2026-03-312026-05-11

BIP BROOKFIELD INFRASTRUCTURE PA17.6K shares6.86%2026-03-312026-05-11

UAA UNDER ARMOUR INC106.6K shares0.00%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR25.9K shares-98.15%2026-03-312026-05-11

IWN ISHARES TR3.3K shares0.03%2026-03-312026-05-11

INTC INTEL CORP14.1K shares-14.53%2026-03-312026-05-11

Sponsored

INVH INVITATION HOMES INC25.0K shares39.70%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I2.1K shares-7.53%2026-03-312026-05-11

ARTY ISHARES TR13.1K shares0.00%2026-03-312026-05-11

HUBBELL INC HUBBELL INC1.2K shares-12.58%2026-03-312026-05-11

ESGD ISHARES TR6.3K shares0.00%2026-03-312026-05-11

DIS DISNEY WALT CO6.2K shares-14.89%2026-03-312026-05-11

DDOG DATADOG INC5.0K shares-4.40%2026-03-312026-05-11

DXJ WISDOMTREE TR3.7K shares-60.15%2026-03-312026-05-11

Sponsored

ADBE ADOBE INC2.3K shares21.81%2026-03-312026-05-11

MDYG SPDR SERIES TRUST5.8K shares-48.39%2026-03-312026-05-11

GBDC GOLUB CAP BDC INC43.9K shares-83.37%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC1.6K shares-10.76%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP812 shares-5.25%2026-03-312026-05-11

ANNX ANNEXON INC99.0K sharesnew addition2026-03-312026-05-11

VIS VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-05-11

AMAT APPLIED MATLS INC1.6K shares-15.19%2026-03-312026-05-11

Sponsored

VBR VANGUARD INDEX FDS2.5K shares-10.68%2026-03-312026-05-11

EFG ISHARES TR4.8K shares-0.35%2026-03-312026-05-11

RKT ROCKET COS INC36.6K shares-1.80%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST15.2K sharesnew addition2026-03-312026-05-11

FHTX FOGHORN THERAPEUTICS INC107.0K shares0.00%2026-03-312026-05-11

TJX TJX COS INC NEW3.2K shares-9.76%2026-03-312026-05-11

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV34.8K shares-21.30%2026-03-312026-05-11

WHR WHIRLPOOL CORP9.5K shares-0.28%2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares-10.21%2026-03-312026-05-11

PAGP PLAINS GP HLDGS L P20.9K shares-9.38%2026-03-312026-05-11

LNG CHENIERE ENERGY INC1.7K shares-14.62%2026-03-312026-05-11

COIN COINBASE GLOBAL INC2.8K shares-4.27%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares-9.46%2026-03-312026-05-11

WMB WILLIAMS COS INC6.6K shares-26.69%2026-03-312026-05-11

CSX CSX CORP11.1K sharesnew addition2026-03-312026-05-11

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET15.2K shares0.00%2026-03-312026-05-11

Sponsored

MO ALTRIA GROUP INC6.8K shares-27.95%2026-03-312026-05-11

MMM 3M CO3.0K shares-1.66%2026-03-312026-05-11

VTEI VANGUARD MUN BD FDS4.4K shares0.00%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO2.0K shares-13.48%2026-03-312026-05-11

ILCG ISHARES TR4.6K shares0.00%2026-03-312026-05-11

IYW ISHARES TR2.4K shares0.00%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F5.2K shares-4.77%2026-03-312026-05-11

PPG PPG INDS INC4.0K shares0.00%2026-03-312026-05-11

Sponsored

QTRX QUANTERIX CORP120.0K shares0.00%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC917 shares-2.03%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares-16.56%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR13.2K shares-64.68%2026-03-312026-05-11

SPYV SPDR SERIES TRUST7.1K shares0.00%2026-03-312026-05-11

DHR DANAHER CORP DEL2.1K shares-25.23%2026-03-312026-05-11

VCR VANGUARD WORLD FD1.1K shares-0.82%2026-03-312026-05-11

BITB BITWISE BITCOIN ETF TR10.6K shares0.00%2026-03-312026-05-11

Sponsored

BAC-PL BANK AMERICA CORP325 shares-5.25%2026-03-312026-05-11

IWO ISHARES TR1.2K shares-9.54%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP4.1K shares-9.91%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.1K shares0.38%2026-03-312026-05-11

ANRO ALTO NEUROSCIENCE INC16.8K shares-49.56%2026-03-312026-05-11

PLD PROLOGIS INC.2.9K shares-9.24%2026-03-312026-05-11

RVMD REVOLUTION MEDICINES INC3.9K shares0.00%2026-03-312026-05-11

VFMO VANGUARD WELLINGTON FD1.9K shares0.05%2026-03-312026-05-11

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI13.3K shares-16.88%2026-03-312026-05-11

REGN REGENERON PHARMACEUTICALS471 shares0.21%2026-03-312026-05-11

RWL INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL10.6K shares-13.86%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW13.3K shares-33.20%2026-03-312026-05-11

CCAP CRESCENT CAP BDC INC28.8K shares0.00%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATI732 shares0.00%2026-03-312026-05-11

AIQ GLOBAL X FDS7.4K shares-25.31%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC6.9K shares-21.52%2026-03-312026-05-11

NKE NIKE INC6.5K shares5.51%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION6.1K shares0.08%2026-03-312026-05-11

AESI ATLAS ENERGY SOLUTIONS INC26.2K shares0.00%2026-03-312026-05-11

ESGE ISHARES INC7.5K shares0.00%2026-03-312026-05-11

CMCSA COMCAST CORP NEW11.9K shares-7.80%2026-03-312026-05-11

EFAX SPDR INDEX SHS FDS6.8K shares0.00%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC12.3K shares-1.28%2026-03-312026-05-11

Sponsored

IJK ISHARES TR3.3K shares3.69%2026-03-312026-05-11

FMAT FIDELITY COVINGTON TRUST5.8K shares0.00%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC4.6K shares-20.11%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC907 shares-21.06%2026-03-312026-05-11

CBRE CBRE GROUP INC2.4K shares-2.72%2026-03-312026-05-11

ROCKET LAB CORP ROCKET LAB CORP5.0K shares-12.43%2026-03-312026-05-11

PWRD TCW ETF TRUST3.2K shares2.86%2026-03-312026-05-11

PSX PHILLIPS 661.7K shares-78.82%2026-03-312026-05-11

Sponsored

WFC-PL WELLS FARGO & CO265 shares-8.30%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC1.9K shares-3.92%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR3.8K sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC896 shares-61.84%2026-03-312026-05-11

MTB M & T BK CORP1.5K shares-0.07%2026-03-312026-05-11

SBUX STARBUCKS CORP3.3K shares-2.36%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO4.9K shares2.77%2026-03-312026-05-11

HUBS HUBSPOT INC1.2K shares0.00%2026-03-312026-05-11

Sponsored

AM ANTERO MIDSTREAM CORP12.6K shares-7.10%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP1.0K shares-0.78%2026-03-312026-05-11

SO SOUTHERN CO2.9K shares-35.21%2026-03-312026-05-11

NVO NOVO-NORDISK A S7.5K shares-94.51%2026-03-312026-05-11

DCRE DOUBLELINE ETF TRUST5.5K shares0.77%2026-03-312026-05-11

DFAT DIMENSIONAL ETF TRUST4.5K sharesnew addition2026-03-312026-05-11

EQT CORP EQT CORP4.3K shares-12.09%2026-03-312026-05-11

DMBS DOUBLELINE ETF TRUST5.5K shares0.84%2026-03-312026-05-11

Sponsored

D DOMINION ENERGY INC4.4K shares-95.92%2026-03-312026-05-11

JBL JABIL INC1.0K shares-0.20%2026-03-312026-05-11

AMP AMERIPRISE FINL INC603 shares-16.60%2026-03-312026-05-11

Z ZILLOW GROUP INC6.4K shares0.00%2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO5.7K shares-14.99%2026-03-312026-05-11

XNTK SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-11

ISEP INNOVATOR ETFS TRUST7.7K shares0.00%2026-03-312026-05-11

MSCI MSCI INC464 sharesnew addition2026-03-312026-05-11

Sponsored

CITIGROUP INC CITIGROUP INC2.1K shares-51.32%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD2.4K sharesnew addition2026-03-312026-05-11

GEV GE VERNOVA INC272 shares-37.76%2026-03-312026-05-11

SANA SANA BIOTECHNOLOGY INC81.3K shares0.00%2026-03-312026-05-11

AGCO AGCO CORP2.0K shares0.00%2026-03-312026-05-11

ROL ROLLINS INC4.3K shares0.19%2026-03-312026-05-11

UBS UBS GROUP AG5.8K shares0.00%2026-03-312026-05-11

IGM ISHARES TR1.9K shares-63.49%2026-03-312026-05-11

Sponsored

GPN GLOBAL PMTS INC3.3K shares-13.91%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K shares-47.26%2026-03-312026-05-11

SPAB SPDR SERIES TRUST8.5K sharesnew addition2026-03-312026-05-11

VIR VIR BIOTECHNOLOGY INC24.2K shares0.00%2026-03-312026-05-11

UFPI UFP INDUSTRIES INC2.4K shares-1.80%2026-03-312026-05-11

SCHZ SCHWAB STRATEGIC TR9.3K shares0.70%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST3.0K shares0.00%2026-03-312026-05-11

FBNC FIRST BANCORP N C3.8K sharesnew addition2026-03-312026-05-11

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares-28.15%2026-03-312026-05-11

OUNZ VANECK MERK GOLD ETF4.6K sharesnew addition2026-03-312026-05-11

UCB UNITED CMNTY BKS BLAIRSVLE G6.5K shares0.00%2026-03-312026-05-11

DOV DOVER CORP989 shares-3.89%2026-03-312026-05-11

LQD ISHARES TR1.9K shares0.00%2026-03-312026-05-11

USMV ISHARES TR2.2K shares0.00%2026-03-312026-05-11

DRAFTKINGS INC NEW DRAFTKINGS INC NEW9.3K shares0.00%2026-03-312026-05-11

WES WESTERN MIDSTREAM PARTNERS L4.9K sharesnew addition2026-03-312026-05-11

Sponsored

CXW CORECIVIC INC10.0K shares0.00%2026-03-312026-05-11

RGTI RIGETTI COMPUTING INC11.7K shares0.00%2026-03-312026-05-11

SD SANDRIDGE ENERGY INC10.0K shares0.00%2026-03-312026-05-11

CGBD CARLYLE SECURED LENDING INC11.3K shares0.00%2026-03-312026-05-11

ABTC AMERICAN BITCOIN CORP.112.5K shares0.00%2026-03-312026-05-11

EDIT EDITAS MEDICINE INC35.0K shares0.00%2026-03-312026-05-11

OPAL OPAL FUELS INC33.1K shares0.00%2026-03-312026-05-11

HTZ HERTZ GLOBAL HLDGS INC17.2K shares-2.32%2026-03-312026-05-11

Sponsored

ASTROTECH CORP ASTROTECH CORP11.8K shares0.00%2026-03-312026-05-11

GEMI GEMINI SPACE STA INC13.1K sharesnew addition2026-03-312026-05-11

ATOM ATOMERA INC10.0K shares0.00%2026-03-312026-05-11

ZONE CLEANCORE SOLUTIONS INC100.0K shares0.00%2026-03-312026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

15.09%

Shares19.2M

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

2.51%

Shares2.6M

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

-0.49%

Shares1.9M

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-1.96%

Shares9.3M

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-0.50%

Shares701.1K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

-0.32%

Shares12.5M

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

0.51%

Shares12.0M

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-4.22%

Shares443.2K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

18.13%

Shares3.1M

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-2.79%

Shares1.5M

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-2.73%

Shares1.0M

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

0.81%

Shares3.6M

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

5.13%

Shares1.9M

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

67.73%

Shares1.2M

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

-4.81%

Shares797.2K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-2.16%

Shares1.7M

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

11.71%

Shares666.6K

Event2026-03-31

Filed2026-05-11

VBIL

VANGUARD INSTL INDEX FD

8.25%

Shares1.5M

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

78.27%

Shares968.0K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-0.80%

Shares1.9M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-1.56%

Shares116.5K

Event2026-03-31

Filed2026-05-11

NYT

NEW YORK TIMES CO MTN BE

12.02%

Shares794.7K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

-6.38%

Shares581.8K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD WORLD FD

-0.67%

Shares368.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

75.23%

Shares219.7K

Event2026-03-31

Filed2026-05-11

VIGI

VANGUARD WHITEHALL FDS

-10.67%

Shares642.9K

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD SCOTTSDALE FDS

14.45%

Shares1.0M

Event2026-03-31

Filed2026-05-11

XPEL

XPEL INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-5.49%

Shares555.4K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-0.14%

Shares471.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-6.39%

Shares198.9K

Event2026-03-31

Filed2026-05-11

ALNY

ALNYLAM PHARMACEUTICALS INC

-0.04%

Shares149.5K

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

-0.59%

Shares390.5K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

6.29%

Shares474.3K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

4.07%

Shares601.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-2.77%

Shares105.6K

Event2026-03-31

Filed2026-05-11

PDBC

INVESCO ACTVELY MNGD ETC FD

1.82%

Shares2.2M

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-6.22%

Shares151.3K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-3.35%

Shares82.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-13.08%

Shares515.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.40%

Shares112.4K

Event2026-03-31

Filed2026-05-11

IQLT

ISHARES TR

-7.29%

Shares706.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-6.18%

Shares109.8K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

-1.00%

Shares203.6K

Event2026-03-31

Filed2026-05-11

VSGX

VANGUARD WORLD FD

-1.30%

Shares439.0K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-4.03%

Shares50.3K

Event2026-03-31

Filed2026-05-11

XME

SPDR SERIES TRUST

-7.47%

Shares284.7K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-1.06%

Shares71.2K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-6.31%

Shares96.5K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-3.39%

Shares386.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-7.59%

Shares159.0K

Event2026-03-31

Filed2026-05-11

TRGP

TARGA RES CORP

-3.73%

Shares109.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-7.70%

Shares47.1K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

0.89%

Shares749.1K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

-28.28%

Shares325.7K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

-8.71%

Shares145.1K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

5.98%

Shares108.3K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-37.09%

Shares116.8K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-9.76%

Shares99.2K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

1.73%

Shares29.8K

Event2026-03-31

Filed2026-05-11

AGIO

AGIOS PHARMACEUTICALS INC

2.35%

Shares612.9K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-20.32%

Shares166.2K

Event2026-03-31

Filed2026-05-11

VTR

VENTAS INC

-1.15%

Shares236.0K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-69.31%

Shares188.2K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

-1.70%

Shares199.0K

Event2026-03-31

Filed2026-05-11

VMC

VULCAN MATLS CO

0.00%

Shares66.6K

Event2026-03-31

Filed2026-05-11

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

-4.46%

Shares3.0M

Event2026-03-31

Filed2026-05-11

STZ

CONSTELLATION BRANDS INC

New

Shares119.1K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

-0.28%

Shares49.0K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-3.76%

Shares371.3K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC

New

Shares87.3K

Event2026-03-31

Filed2026-05-11