Sponsored

The Analysis of Security Financial Services, INC.'s Holdings & P&L

Currently, Security Financial Services, INC. holds 203 types of securities in its portfolio with a total value $632.3M. In the most recent quarter, they have increased their positions in CORO (+946.2K shares, valued at $30.4M), SPYM (+200.3K shares, valued at $15.3M), BLCR (+168.5K shares, valued at $6.9M); decreased their positions in N/A (-98.9K shares, valued at $8.7M), EFV (-101.6K shares, valued at $7.6M), DYNF (-128.6K shares, valued at $7.5M); initiated new positions in CORO (+946.2K shares, valued at $30.4M), BLCR (+168.5K shares, valued at $6.9M), IWD (+8.3K shares, valued at $1.8M).

1M P&L

-5.3M-0.79%

3M P&L

+16.2M+2.49%

HY P&L

-68.3M-9.31%

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/A560.3M

92.8%

2Consumer Electronics11.3M

1.9%

3Banks - Diversified3.9M

0.6%

Top Industries by Stock Count

1N/A141 stocks

73.4%

2Drug Manufacturers - General5 stocks

2.6%

3Telecom Services3 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST685.7K shares41.26%2026-03-312026-05-27

CORO BLACKROCK ETF TRUST946.2K sharesnew addition2026-03-312026-05-27

IVE ISHARES TR133.7K shares-6.98%2026-03-312026-05-27

IVW ISHARES TR248.8K shares4.15%2026-03-312026-05-27

DYNF BLACKROCK ETF TRUST413.0K shares-23.75%2026-03-312026-05-27

SPTL SPDR SERIES TRUST787.1K shares13.26%2026-03-312026-05-27

DFUS DIMENSIONAL ETF TRUST250.0K shares-3.26%2026-03-312026-05-27

VANGUARD INDEX FDS VANGUARD INDEX FDS25.9K shares2.55%2026-03-312026-05-27

Sponsored

DFAU DIMENSIONAL ETF TRUST335.2K shares1.10%2026-03-312026-05-27

THRO BLACKROCK ETF TRUST356.0K shares2.44%2026-03-312026-05-27

BAI BLACKROCK ETF TRUST384.8K shares5.97%2026-03-312026-05-27

MBB ISHARES TR127.4K shares0.97%2026-03-312026-05-27

AAPL APPLE INC44.6K shares2.06%2026-03-312026-05-27

VEA VANGUARD TAX-MANAGED FDS173.3K shares-1.68%2026-03-312026-05-27

VIG VANGUARD SPECIALIZED FUNDS49.7K shares-1.04%2026-03-312026-05-27

BNDX VANGUARD CHARLOTTE FDS216.6K shares31.93%2026-03-312026-05-27

Sponsored

SHLD GLOBAL X FDS139.5K shares45.67%2026-03-312026-05-27

IUSB ISHARES TR210.1K shares6.54%2026-03-312026-05-27

SPMO INVESCO EXCH TRADED FD TR II85.3K shares2.44%2026-03-312026-05-27

SCHZ SCHWAB STRATEGIC TR401.5K shares3.14%2026-03-312026-05-27

SPDW SPDR INDEX SHS FDS191.5K shares-13.97%2026-03-312026-05-27

DFAI DIMENSIONAL ETF TRUST221.3K shares-1.12%2026-03-312026-05-27

DFAE DIMENSIONAL ETF TRUST253.9K shares-38.68%2026-03-312026-05-27

VGIT VANGUARD SCOTTSDALE FDS142.2K shares410.43%2026-03-312026-05-27

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T109.0K shares-1.05%2026-03-312026-05-27

VGT VANGUARD WORLD FD11.0K shares0.00%2026-03-312026-05-27

PYLD PIMCO ETF TR286.0K shares5.69%2026-03-312026-05-27

BOND PIMCO ETF TR80.9K shares3.17%2026-03-312026-05-27

DUHP DIMENSIONAL ETF TRUST194.9K shares1.75%2026-03-312026-05-27

BLCR BLACKROCK ETF TRUST168.5K sharesnew addition2026-03-312026-05-27

QUAL ISHARES TR34.9K shares-13.10%2026-03-312026-05-27

VUG VANGUARD INDEX FDS14.6K shares0.02%2026-03-312026-05-27

Sponsored

OEF ISHARES TR19.3K shares12.57%2026-03-312026-05-27

BINC BLACKROCK ETF TRUST II112.6K shares-32.79%2026-03-312026-05-27

VTV VANGUARD INDEX FDS29.4K shares-5.33%2026-03-312026-05-27

IYW ISHARES TR27.1K shares-3.25%2026-03-312026-05-27

DFIC DIMENSIONAL ETF TRUST133.6K shares5.54%2026-03-312026-05-27

ISHARES GOLD TR ISHARES GOLD TR47.1K shares-67.73%2026-03-312026-05-27

GSID GOLDMAN SACHS ETF TR55.1K shares-6.42%2026-03-312026-05-27

VWO VANGUARD INTL EQUITY INDEX F70.9K shares-3.85%2026-03-312026-05-27

Sponsored

EFV ISHARES TR50.4K shares-66.84%2026-03-312026-05-27

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-1.00%2026-03-312026-05-27

CGIE CAPITAL GROUP INTERNATIONAL106.6K shares3.37%2026-03-312026-05-27

JPM JPMORGAN CHASE & CO11.8K shares-0.57%2026-03-312026-05-27

VEU VANGUARD INTL EQUITY INDEX F46.2K shares-2.54%2026-03-312026-05-27

GOVT ISHARES TR137.4K shares1083.16%2026-03-312026-05-27

IWB ISHARES TR8.6K shares-0.43%2026-03-312026-05-27

BND VANGUARD BD INDEX FDS41.1K shares5.83%2026-03-312026-05-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T62.0K shares-8.69%2026-03-312026-05-27

VB VANGUARD INDEX FDS10.4K shares-2.67%2026-03-312026-05-27

EMXC ISHARES INC33.0K shares-34.53%2026-03-312026-05-27

CAT CATERPILLAR INC3.7K shares1.55%2026-03-312026-05-27

MSFT MICROSOFT CORP6.5K shares-1.97%2026-03-312026-05-27

WWJD NORTHERN LTS FD TR IV64.1K shares14.76%2026-03-312026-05-27

VGSH VANGUARD SCOTTSDALE FDS40.3K shares12.84%2026-03-312026-05-27

NVDA NVIDIA CORPORATION12.4K shares5.71%2026-03-312026-05-27

Sponsored

DFEM DIMENSIONAL ETF TRUST61.5K shares5.41%2026-03-312026-05-27

ITOT ISHARES TR14.6K shares18.35%2026-03-312026-05-27

SPAB SPDR SERIES TRUST77.7K shares-41.80%2026-03-312026-05-27

CGBL CAPITAL GROUP CORE BALANCED57.5K shares17.38%2026-03-312026-05-27

JMST J P MORGAN EXCHANGE TRADED F37.6K shares29.62%2026-03-312026-05-27

VMBS VANGUARD SCOTTSDALE FDS40.7K shares4.43%2026-03-312026-05-27

AGG ISHARES TR18.8K shares-14.31%2026-03-312026-05-27

VO VANGUARD INDEX FDS6.3K shares3.63%2026-03-312026-05-27

Sponsored

IWD ISHARES TR8.3K sharesnew addition2026-03-312026-05-27

VTI VANGUARD INDEX FDS5.5K shares4.26%2026-03-312026-05-27

CGGE CAPITAL GROUP GLOBAL EQUITY55.9K shares19.58%2026-03-312026-05-27

FXH FIRST TR EXCHANGE-TRADED FD15.1K shares0.00%2026-03-312026-05-27

WMT WALMART INC13.1K shares-14.60%2026-03-312026-05-27

DFAX DIMENSIONAL ETF TRUST47.0K shares-0.29%2026-03-312026-05-27

BROADCOM INC BROADCOM INC5.1K shares-0.45%2026-03-312026-05-27

CORP PIMCO ETF TR16.3K shares-11.00%2026-03-312026-05-27

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET41.0K shares21.06%2026-03-312026-05-27

BSV VANGUARD BD INDEX FDS19.4K shares3.11%2026-03-312026-05-27

IGM ISHARES TR12.6K shares-19.01%2026-03-312026-05-27

MGC VANGUARD WORLD FD6.3K shares-83.48%2026-03-312026-05-27

RCL ROYAL CARIBBEAN GROUP5.1K shares0.10%2026-03-312026-05-27

PMBS PIMCO ETF TR28.0K shares41.10%2026-03-312026-05-27

AIQ GLOBAL X FDS28.8K shares26.77%2026-03-312026-05-27

XAR SPDR SERIES TRUST5.2K shares-3.87%2026-03-312026-05-27

Sponsored

LLY ELI LILLY & CO1.3K shares1.99%2026-03-312026-05-27

ALPHABET INC ALPHABET INC4.1K shares14.05%2026-03-312026-05-27

CGGR CAPITAL GROUP GROWTH ETF28.4K shares22.89%2026-03-312026-05-27

SYSB ISHARES TR12.6K shares157.77%2026-03-312026-05-27

CGMM CAPITAL GROUP EQUITY ETF TR38.1K shares16.55%2026-03-312026-05-27

XOM EXXON MOBIL CORP6.6K shares7.23%2026-03-312026-05-27

VOOV VANGUARD ADMIRAL FDS INC5.4K shares1.81%2026-03-312026-05-27

FSMB FIRST TR EXCH TRADED FD III54.8K shares0.35%2026-03-312026-05-27

Sponsored

BIV VANGUARD BD INDEX FDS13.8K shares2.17%2026-03-312026-05-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares2.23%2026-03-312026-05-27

CGGO CAPITAL GROUP GBL GROWTH EQT28.3K shares17.05%2026-03-312026-05-27

STLD STEEL DYNAMICS INC5.2K shares0.25%2026-03-312026-05-27

CGDG CAPITAL GROUP DIVIDEND GROWE25.7K shares13.82%2026-03-312026-05-27

FDLO FIDELITY COVINGTON TRUST14.1K shares8.95%2026-03-312026-05-27

CGDV CAPITAL GROUP DIVIDEND VALUE20.0K shares13.10%2026-03-312026-05-27

SCHX SCHWAB STRATEGIC TR33.0K shares2.47%2026-03-312026-05-27

Sponsored

GE AEROSPACE GE AEROSPACE2.9K shares2.17%2026-03-312026-05-27

TLT ISHARES TR9.5K shares-32.68%2026-03-312026-05-27

MTUM ISHARES TR3.4K shares-19.65%2026-03-312026-05-27

ALPHABET INC ALPHABET INC2.7K shares-2.69%2026-03-312026-05-27

EFA ISHARES TR7.8K shares-2.82%2026-03-312026-05-27

XLI SELECT SECTOR SPDR TR4.6K shares0.00%2026-03-312026-05-27

DFAC DIMENSIONAL ETF TRUST19.1K shares-4.28%2026-03-312026-05-27

AMZN AMAZON COM INC3.5K shares9.71%2026-03-312026-05-27

Sponsored

BLV VANGUARD BD INDEX FDS10.5K shares1.86%2026-03-312026-05-27

PG PROCTER & GAMBLE CO4.9K shares-26.76%2026-03-312026-05-27

VOOG VANGUARD ADMIRAL FDS INC1.7K shares5.95%2026-03-312026-05-27

HYS PIMCO ETF TR7.4K shares7.14%2026-03-312026-05-27

FMB FIRST TR EXCH TRADED FD III13.5K shares0.91%2026-03-312026-05-27

JNJ JOHNSON & JOHNSON2.7K shares6.00%2026-03-312026-05-27

PEP PEPSICO INC4.2K shares-27.61%2026-03-312026-05-27

OACP UNIFIED SER TR28.7K shares14.79%2026-03-312026-05-27

Sponsored

GEV GE VERNOVA INC736 shares1.66%2026-03-312026-05-27

ORCL ORACLE CORP4.3K shares-14.47%2026-03-312026-05-27

JPST J P MORGAN EXCHANGE TRADED F12.5K shares-24.05%2026-03-312026-05-27

CATH GLOBAL X FDS8.0K shares15.53%2026-03-312026-05-27

USMV ISHARES TR6.7K shares-24.52%2026-03-312026-05-27

FNDF SCHWAB STRATEGIC TR12.5K shares2.29%2026-03-312026-05-27

CGCP CAPITAL GRP FIXED INCM ETF T27.2K shares24.68%2026-03-312026-05-27

IBM INTERNATIONAL BUSINESS MACHS2.4K shares2.44%2026-03-312026-05-27

Sponsored

TSLA TESLA INC1.6K shares6.63%2026-03-312026-05-27

KO COCA COLA CO7.5K shares7.16%2026-03-312026-05-27

ICVT ISHARES TR5.5K shares2.30%2026-03-312026-05-27

FUMB FIRST TR EXCH TRADED FD III27.4K shares0.56%2026-03-312026-05-27

VZ VERIZON COMMUNICATIONS INC10.7K shares-2.62%2026-03-312026-05-27

META META PLATFORMS INC924 shares-2.63%2026-03-312026-05-27

VCIT VANGUARD SCOTTSDALE FDS6.3K shares6.62%2026-03-312026-05-27

ILCV ISHARES TR5.6K shares87.78%2026-03-312026-05-27

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY16.4K shares18.10%2026-03-312026-05-27

VFQY VANGUARD WELLINGTON FD3.4K shares-8.01%2026-03-312026-05-27

MCD MCDONALDS CORP1.6K shares-1.05%2026-03-312026-05-27

XSOE WISDOMTREE TR12.4K shares-37.85%2026-03-312026-05-27

IGRO ISHARES TR5.9K shares2.13%2026-03-312026-05-27

SLV ISHARES SILVER TR7.0K shares-4.75%2026-03-312026-05-27

PM PHILIP MORRIS INTL INC2.8K shares-4.48%2026-03-312026-05-27

USHY ISHARES TR12.3K shares-59.34%2026-03-312026-05-27

Sponsored

XLU SELECT SECTOR SPDR TR9.9K shares10.68%2026-03-312026-05-27

VCSH VANGUARD SCOTTSDALE FDS5.6K shares6.62%2026-03-312026-05-27

MUNI PIMCO ETF TR8.5K sharesnew addition2026-03-312026-05-27

OALC UNIFIED SER TR12.8K shares-0.99%2026-03-312026-05-27

CGCB CAPITAL GRP FIXED INCM ETF T16.7K shares21.27%2026-03-312026-05-27

SPSM SPDR SERIES TRUST9.0K shares-0.73%2026-03-312026-05-27

CGIB CAPITAL GRP FIXED INCM ETF T16.7K shares23.70%2026-03-312026-05-27

CGMS CAPITAL GRP FIXED INCM ETF T15.4K shares22.31%2026-03-312026-05-27

Sponsored

IVV ISHARES TR631 shares3.95%2026-03-312026-05-27

NUE NUCOR CORP2.4K shares-1.45%2026-03-312026-05-27

EEM ISHARES TR7.0K shares-4.59%2026-03-312026-05-27

JAAA JANUS DETROIT STR TR7.7K shares32.75%2026-03-312026-05-27

GLD SPDR GOLD TR880 shares50.17%2026-03-312026-05-27

MERCK & CO INC MERCK & CO INC3.1K shares-8.88%2026-03-312026-05-27

EFG ISHARES TR3.3K shares13.86%2026-03-312026-05-27

CSCO CISCO SYS INC4.6K shares11.30%2026-03-312026-05-27

Sponsored

IXUS ISHARES TR3.8K shares-50.25%2026-03-312026-05-27

ELCV STRATEGY SHS11.2K shares5.61%2026-03-312026-05-27

BALI BLACKROCK ETF TRUST10.4K shares7.91%2026-03-312026-05-27

LNC LINCOLN NATL CORP IND9.0K shares0.23%2026-03-312026-05-27

HD HOME DEPOT INC968 shares-32.68%2026-03-312026-05-27

CL COLGATE PALMOLIVE CO3.6K shares2.83%2026-03-312026-05-27

ABBV ABBVIE INC1.4K shares6.08%2026-03-312026-05-27

AEP AMERICAN ELEC PWR CO INC2.2K shares4.95%2026-03-312026-05-27

Sponsored

DIS DISNEY WALT CO3.0K shares1.50%2026-03-312026-05-27

DFSD DIMENSIONAL ETF TRUST5.8K shares11.78%2026-03-312026-05-27

IWF ISHARES TR649 shares0.00%2026-03-312026-05-27

SHYD VANECK ETF TRUST12.1K shares1.83%2026-03-312026-05-27

VXUS VANGUARD STAR FDS3.6K shares-15.04%2026-03-312026-05-27

PH PARKER-HANNIFIN CORP306 shares5.52%2026-03-312026-05-27

DFGR DIMENSIONAL ETF TRUST10.3K shares11.90%2026-03-312026-05-27

CALAMOS ETF TR CALAMOS ETF TR10.1K shares0.00%2026-03-312026-05-27

Sponsored

COST COSTCO WHOLESALE CORPORATION264 shares-45.45%2026-03-312026-05-27

T AT&T INC9.0K sharesnew addition2026-03-312026-05-27

SYK STRYKER CORPORATION778 shares-2.51%2026-03-312026-05-27

NEE NEXTERA ENERGY INC2.7K shares-35.44%2026-03-312026-05-27

QLTA ISHARES TR5.3K shares-26.66%2026-03-312026-05-27

DGRO ISHARES TR3.6K shares0.00%2026-03-312026-05-27

BILZ PIMCO ETF TR2.5K shares5.31%2026-03-312026-05-27

COMT ISHARES U S ETF TR7.3K shares-21.39%2026-03-312026-05-27

Sponsored

LKFN LAKELAND FINL CORP4.2K shares0.00%2026-03-312026-05-27

VDE VANGUARD WORLD FD1.4K shares-21.80%2026-03-312026-05-27

ESUM STRATEGY SHS9.0K shares7.60%2026-03-312026-05-27

AMGN AMGEN INC660 shares-55.56%2026-03-312026-05-27

PFE PFIZER INC8.2K sharesnew addition2026-03-312026-05-27

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-05-27

CMCSA COMCAST CORP NEW7.8K shares-37.93%2026-03-312026-05-27

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-05-27

Sponsored

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-27

GLW CORNING INC1.6K sharesnew addition2026-03-312026-05-27

SPEM SPDR INDEX SHS FDS4.7K shares-14.39%2026-03-312026-05-27

ESGU ISHARES TR1.6K shares0.00%2026-03-312026-05-27

V VISA INC722 shares4.64%2026-03-312026-05-27

INMU BLACKROCK ETF TRUST II9.0K sharesnew addition2026-03-312026-05-27

HDV ISHARES TR1.6K sharesnew addition2026-03-312026-05-27

DFCF DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-03-312026-05-27

Sponsored

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-05-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.0K shares-25.35%2026-03-312026-05-27

BAC BANK AMERICA CORP4.4K shares15.41%2026-03-312026-05-27

DECM FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-03-312026-05-27

IJT ISHARES TR1.4K shares0.00%2026-03-312026-05-27

ASML ASML HLDG NV157 sharesnew addition2026-03-312026-05-27

VLUE ISHARES TR1.4K sharesnew addition2026-03-312026-05-27

WFC WELLS FARGO & CO2.5K shares6.18%2026-03-312026-05-27

Sponsored

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-05-27

PLD PROLOGIS INC.1.5K sharesnew addition2026-03-312026-05-27

MINT PIMCO ETF TR2.0K sharesnew addition2026-03-312026-05-27

SPYM

SPDR SERIES TRUST

41.26%

Shares685.7K

Event2026-03-31

Filed2026-05-27

CORO

BLACKROCK ETF TRUST

New

Shares946.2K

Event2026-03-31

Filed2026-05-27

IVE

ISHARES TR

-6.98%

Shares133.7K

Event2026-03-31

Filed2026-05-27

IVW

ISHARES TR

4.15%

Shares248.8K

Event2026-03-31

Filed2026-05-27

DYNF

BLACKROCK ETF TRUST

-23.75%

Shares413.0K

Event2026-03-31

Filed2026-05-27

SPTL

SPDR SERIES TRUST

13.26%

Shares787.1K

Event2026-03-31

Filed2026-05-27

DFUS

DIMENSIONAL ETF TRUST

-3.26%

Shares250.0K

Event2026-03-31

Filed2026-05-27

VANGUARD INDEX FDS

2.55%

Shares25.9K

Event2026-03-31

Filed2026-05-27

DFAU

DIMENSIONAL ETF TRUST

1.10%

Shares335.2K

Event2026-03-31

Filed2026-05-27

THRO

BLACKROCK ETF TRUST

2.44%

Shares356.0K

Event2026-03-31

Filed2026-05-27

BAI

BLACKROCK ETF TRUST

5.97%

Shares384.8K

Event2026-03-31

Filed2026-05-27

MBB

ISHARES TR

0.97%

Shares127.4K

Event2026-03-31

Filed2026-05-27

AAPL

APPLE INC

2.06%

Shares44.6K

Event2026-03-31

Filed2026-05-27

VEA

VANGUARD TAX-MANAGED FDS

-1.68%

Shares173.3K

Event2026-03-31

Filed2026-05-27

VIG

VANGUARD SPECIALIZED FUNDS

-1.04%

Shares49.7K

Event2026-03-31

Filed2026-05-27

BNDX

VANGUARD CHARLOTTE FDS

31.93%

Shares216.6K

Event2026-03-31

Filed2026-05-27

SHLD

GLOBAL X FDS

45.67%

Shares139.5K

Event2026-03-31

Filed2026-05-27

IUSB

ISHARES TR

6.54%

Shares210.1K

Event2026-03-31

Filed2026-05-27

SPMO

INVESCO EXCH TRADED FD TR II

2.44%

Shares85.3K

Event2026-03-31

Filed2026-05-27

SCHZ

SCHWAB STRATEGIC TR

3.14%

Shares401.5K

Event2026-03-31

Filed2026-05-27

SPDW

SPDR INDEX SHS FDS

-13.97%

Shares191.5K

Event2026-03-31

Filed2026-05-27

DFAI

DIMENSIONAL ETF TRUST

-1.12%

Shares221.3K

Event2026-03-31

Filed2026-05-27

DFAE

DIMENSIONAL ETF TRUST

-38.68%

Shares253.9K

Event2026-03-31

Filed2026-05-27

VGIT

VANGUARD SCOTTSDALE FDS

410.43%

Shares142.2K

Event2026-03-31

Filed2026-05-27

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.05%

Shares109.0K

Event2026-03-31

Filed2026-05-27

VGT

VANGUARD WORLD FD

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-27

PYLD

PIMCO ETF TR

5.69%

Shares286.0K

Event2026-03-31

Filed2026-05-27

BOND

PIMCO ETF TR

3.17%

Shares80.9K

Event2026-03-31

Filed2026-05-27

DUHP

DIMENSIONAL ETF TRUST

1.75%

Shares194.9K

Event2026-03-31

Filed2026-05-27

BLCR

BLACKROCK ETF TRUST

New

Shares168.5K

Event2026-03-31

Filed2026-05-27

QUAL

ISHARES TR

-13.10%

Shares34.9K

Event2026-03-31

Filed2026-05-27

VUG

VANGUARD INDEX FDS

0.02%

Shares14.6K

Event2026-03-31

Filed2026-05-27

OEF

ISHARES TR

12.57%

Shares19.3K

Event2026-03-31

Filed2026-05-27

BINC

BLACKROCK ETF TRUST II

-32.79%

Shares112.6K

Event2026-03-31

Filed2026-05-27

VTV

VANGUARD INDEX FDS

-5.33%

Shares29.4K

Event2026-03-31

Filed2026-05-27

IYW

ISHARES TR

-3.25%

Shares27.1K

Event2026-03-31

Filed2026-05-27

DFIC

DIMENSIONAL ETF TRUST

5.54%

Shares133.6K

Event2026-03-31

Filed2026-05-27

ISHARES GOLD TR

-67.73%

Shares47.1K

Event2026-03-31

Filed2026-05-27

GSID

GOLDMAN SACHS ETF TR

-6.42%

Shares55.1K

Event2026-03-31

Filed2026-05-27

VWO

VANGUARD INTL EQUITY INDEX F

-3.85%

Shares70.9K

Event2026-03-31

Filed2026-05-27

EFV

ISHARES TR

-66.84%

Shares50.4K

Event2026-03-31

Filed2026-05-27

SPY

STATE STR SPDR S&P 500 ETF T

-1.00%

Shares5.7K

Event2026-03-31

Filed2026-05-27

CGIE

CAPITAL GROUP INTERNATIONAL

3.37%

Shares106.6K

Event2026-03-31

Filed2026-05-27

JPM

JPMORGAN CHASE & CO

-0.57%

Shares11.8K

Event2026-03-31

Filed2026-05-27

VEU

VANGUARD INTL EQUITY INDEX F

-2.54%

Shares46.2K

Event2026-03-31

Filed2026-05-27

GOVT

ISHARES TR

1083.16%

Shares137.4K

Event2026-03-31

Filed2026-05-27

IWB

ISHARES TR

-0.43%

Shares8.6K

Event2026-03-31

Filed2026-05-27

BND

VANGUARD BD INDEX FDS

5.83%

Shares41.1K

Event2026-03-31

Filed2026-05-27

INVESCO EXCHANGE TRADED FD T

-8.69%

Shares62.0K

Event2026-03-31

Filed2026-05-27

VANGUARD INDEX FDS

-2.67%

Shares10.4K

Event2026-03-31

Filed2026-05-27

EMXC

ISHARES INC

-34.53%

Shares33.0K

Event2026-03-31

Filed2026-05-27

CAT

CATERPILLAR INC

1.55%

Shares3.7K

Event2026-03-31

Filed2026-05-27

MSFT

MICROSOFT CORP

-1.97%

Shares6.5K

Event2026-03-31

Filed2026-05-27

WWJD

NORTHERN LTS FD TR IV

14.76%

Shares64.1K

Event2026-03-31

Filed2026-05-27

VGSH

VANGUARD SCOTTSDALE FDS

12.84%

Shares40.3K

Event2026-03-31

Filed2026-05-27

NVDA

NVIDIA CORPORATION

5.71%

Shares12.4K

Event2026-03-31

Filed2026-05-27

DFEM

DIMENSIONAL ETF TRUST

5.41%

Shares61.5K

Event2026-03-31

Filed2026-05-27

ITOT

ISHARES TR

18.35%

Shares14.6K

Event2026-03-31

Filed2026-05-27

SPAB

SPDR SERIES TRUST

-41.80%

Shares77.7K

Event2026-03-31

Filed2026-05-27

CGBL

CAPITAL GROUP CORE BALANCED

17.38%

Shares57.5K

Event2026-03-31

Filed2026-05-27

JMST

J P MORGAN EXCHANGE TRADED F

29.62%

Shares37.6K

Event2026-03-31

Filed2026-05-27

VMBS

VANGUARD SCOTTSDALE FDS

4.43%

Shares40.7K

Event2026-03-31

Filed2026-05-27

AGG

ISHARES TR

-14.31%

Shares18.8K

Event2026-03-31

Filed2026-05-27

VANGUARD INDEX FDS

3.63%

Shares6.3K

Event2026-03-31

Filed2026-05-27

IWD

ISHARES TR

New

Shares8.3K

Event2026-03-31

Filed2026-05-27

VTI

VANGUARD INDEX FDS

4.26%

Shares5.5K

Event2026-03-31

Filed2026-05-27

CGGE

CAPITAL GROUP GLOBAL EQUITY

19.58%

Shares55.9K

Event2026-03-31

Filed2026-05-27

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-27

WMT

WALMART INC

-14.60%

Shares13.1K

Event2026-03-31

Filed2026-05-27

DFAX

DIMENSIONAL ETF TRUST

-0.29%

Shares47.0K

Event2026-03-31

Filed2026-05-27

BROADCOM INC

-0.45%

Shares5.1K

Event2026-03-31

Filed2026-05-27

CORP

PIMCO ETF TR

-11.00%

Shares16.3K

Event2026-03-31

Filed2026-05-27

CGUS

CAPITAL GROUP CORE EQUITY ET

21.06%

Shares41.0K

Event2026-03-31

Filed2026-05-27

BSV

VANGUARD BD INDEX FDS

3.11%

Shares19.4K

Event2026-03-31

Filed2026-05-27

IGM

ISHARES TR

-19.01%

Shares12.6K

Event2026-03-31

Filed2026-05-27

MGC

VANGUARD WORLD FD

-83.48%

Shares6.3K

Event2026-03-31

Filed2026-05-27

RCL

ROYAL CARIBBEAN GROUP

0.10%

Shares5.1K

Event2026-03-31

Filed2026-05-27

PMBS

PIMCO ETF TR

41.10%

Shares28.0K

Event2026-03-31

Filed2026-05-27

AIQ

GLOBAL X FDS

26.77%

Shares28.8K

Event2026-03-31

Filed2026-05-27

XAR

SPDR SERIES TRUST

-3.87%

Shares5.2K

Event2026-03-31

Filed2026-05-27

LLY

ELI LILLY & CO

1.99%

Shares1.3K

Event2026-03-31

Filed2026-05-27

ALPHABET INC

14.05%

Shares4.1K

Event2026-03-31

Filed2026-05-27

CGGR

CAPITAL GROUP GROWTH ETF

22.89%

Shares28.4K

Event2026-03-31

Filed2026-05-27

SYSB

ISHARES TR

157.77%

Shares12.6K

Event2026-03-31

Filed2026-05-27

CGMM

CAPITAL GROUP EQUITY ETF TR

16.55%

Shares38.1K

Event2026-03-31

Filed2026-05-27

XOM

EXXON MOBIL CORP

7.23%

Shares6.6K

Event2026-03-31

Filed2026-05-27

VOOV

VANGUARD ADMIRAL FDS INC

1.81%

Shares5.4K

Event2026-03-31

Filed2026-05-27

FSMB

FIRST TR EXCH TRADED FD III

0.35%

Shares54.8K

Event2026-03-31

Filed2026-05-27

BIV

VANGUARD BD INDEX FDS

2.17%

Shares13.8K

Event2026-03-31

Filed2026-05-27

BERKSHIRE HATHAWAY INC DEL

2.23%

Shares2.1K

Event2026-03-31

Filed2026-05-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

17.05%

Shares28.3K

Event2026-03-31

Filed2026-05-27

STLD

STEEL DYNAMICS INC

0.25%

Shares5.2K

Event2026-03-31

Filed2026-05-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

13.82%

Shares25.7K

Event2026-03-31

Filed2026-05-27

FDLO

FIDELITY COVINGTON TRUST

8.95%

Shares14.1K

Event2026-03-31

Filed2026-05-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

13.10%

Shares20.0K

Event2026-03-31

Filed2026-05-27

SCHX

SCHWAB STRATEGIC TR

2.47%

Shares33.0K

Event2026-03-31

Filed2026-05-27

GE AEROSPACE

2.17%

Shares2.9K

Event2026-03-31

Filed2026-05-27

TLT

ISHARES TR

-32.68%

Shares9.5K

Event2026-03-31

Filed2026-05-27

MTUM

ISHARES TR

-19.65%

Shares3.4K

Event2026-03-31

Filed2026-05-27

ALPHABET INC

-2.69%

Shares2.7K

Event2026-03-31

Filed2026-05-27

EFA

ISHARES TR

-2.82%

Shares7.8K

Event2026-03-31

Filed2026-05-27

XLI

SELECT SECTOR SPDR TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-27

DFAC

DIMENSIONAL ETF TRUST

-4.28%

Shares19.1K

Event2026-03-31

Filed2026-05-27

AMZN

AMAZON COM INC

9.71%

Shares3.5K

Event2026-03-31

Filed2026-05-27

BLV

VANGUARD BD INDEX FDS

1.86%

Shares10.5K

Event2026-03-31

Filed2026-05-27

PROCTER & GAMBLE CO

-26.76%

Shares4.9K

Event2026-03-31

Filed2026-05-27

VOOG

VANGUARD ADMIRAL FDS INC

5.95%

Shares1.7K

Event2026-03-31

Filed2026-05-27

HYS

PIMCO ETF TR

7.14%

Shares7.4K

Event2026-03-31

Filed2026-05-27

FMB

FIRST TR EXCH TRADED FD III

0.91%

Shares13.5K

Event2026-03-31

Filed2026-05-27

JNJ

JOHNSON & JOHNSON

6.00%

Shares2.7K

Event2026-03-31

Filed2026-05-27

PEP

PEPSICO INC

-27.61%

Shares4.2K

Event2026-03-31

Filed2026-05-27

OACP

UNIFIED SER TR

14.79%

Shares28.7K

Event2026-03-31

Filed2026-05-27

GEV

GE VERNOVA INC

1.66%

Shares736

Event2026-03-31

Filed2026-05-27

ORCL

ORACLE CORP

-14.47%

Shares4.3K

Event2026-03-31

Filed2026-05-27

JPST

J P MORGAN EXCHANGE TRADED F

-24.05%

Shares12.5K

Event2026-03-31

Filed2026-05-27

CATH

GLOBAL X FDS

15.53%

Shares8.0K

Event2026-03-31

Filed2026-05-27

USMV

ISHARES TR

-24.52%

Shares6.7K

Event2026-03-31

Filed2026-05-27

FNDF

SCHWAB STRATEGIC TR

2.29%

Shares12.5K

Event2026-03-31

Filed2026-05-27

CGCP

CAPITAL GRP FIXED INCM ETF T

24.68%

Shares27.2K

Event2026-03-31

Filed2026-05-27

IBM

INTERNATIONAL BUSINESS MACHS

2.44%

Shares2.4K

Event2026-03-31

Filed2026-05-27

TSLA

TESLA INC

6.63%

Shares1.6K

Event2026-03-31

Filed2026-05-27

COCA COLA CO

7.16%

Shares7.5K

Event2026-03-31

Filed2026-05-27

ICVT

ISHARES TR

2.30%

Shares5.5K

Event2026-03-31

Filed2026-05-27

FUMB

FIRST TR EXCH TRADED FD III

0.56%

Shares27.4K

Event2026-03-31

Filed2026-05-27

VERIZON COMMUNICATIONS INC

-2.62%

Shares10.7K

Event2026-03-31

Filed2026-05-27