Sponsored

The Analysis of Sharkey, Howes & Javer's Holdings & P&L

Currently, Sharkey, Howes & Javer holds 153 types of securities in its portfolio with a total value $742.3M. In the most recent quarter, they have increased their positions in GOVT (+876.6K shares, valued at $20.1M), IVV (+18.6K shares, valued at $12.1M), BLCR (+284.4K shares, valued at $11.7M); decreased their positions in OEF (-84.3K shares, valued at $26.8M), TLT (-106.6K shares, valued at $9.2M), DYNF (-148.2K shares, valued at $8.6M); initiated new positions in BLCR (+284.4K shares, valued at $11.7M), IDEF (+311.3K shares, valued at $10.2M), CORO (+260.7K shares, valued at $8.4M).

1M P&L

+20.2M+2.58%

3M P&L

+15.5M+1.97%

HY P&L

+47.5M+6.30%

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/A711.5M

98.0%

2Tools & Accessories2.2M

0.3%

3Software - Infrastructure1.6M

0.2%

Top Industries by Stock Count

1N/A122 stocks

84.1%

2Oil & Gas Integrated2 stocks

1.4%

3Financial Data & Stock Exchanges2 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR108.7K shares20.65%2026-03-312026-04-08

IUSB ISHARES TR983.7K shares-2.95%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST749.8K shares-16.51%2026-03-312026-04-08

IVW ISHARES TR370.8K shares5.17%2026-03-312026-04-08

IVE ISHARES TR187.7K shares-8.46%2026-03-312026-04-08

QUAL ISHARES TR190.3K shares-2.86%2026-03-312026-04-08

IEMG ISHARES INC364.2K shares-17.34%2026-03-312026-04-08

EFV ISHARES TR338.5K shares-18.92%2026-03-312026-04-08

Sponsored

GOVT ISHARES TR1.0M shares612.95%2026-03-312026-04-08

BAI BLACKROCK ETF TRUST593.3K shares4.01%2026-03-312026-04-08

MBB ISHARES TR204.2K shares3.88%2026-03-312026-04-08

THRO BLACKROCK ETF TRUST517.6K shares4.02%2026-03-312026-04-08

MTUM ISHARES TR66.0K shares5.59%2026-03-312026-04-08

EFG ISHARES TR134.8K shares257.42%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II284.6K shares-16.13%2026-03-312026-04-08

IAGG ISHARES TR292.0K shares33.30%2026-03-312026-04-08

Sponsored

ESGU ISHARES TR101.7K shares-5.43%2026-03-312026-04-08

TLH ISHARES TR141.1K shares-3.72%2026-03-312026-04-08

BLCR BLACKROCK ETF TRUST284.4K sharesnew addition2026-03-312026-04-08

TLT ISHARES TR128.2K shares-45.38%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T16.7K shares-30.78%2026-03-312026-04-08

IDEF BLACKROCK ETF TRUST311.3K sharesnew addition2026-03-312026-04-08

CORO BLACKROCK ETF TRUST260.7K sharesnew addition2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR89.7K shares-49.33%2026-03-312026-04-08

Sponsored

SCHB SCHWAB STRATEGIC TR298.8K shares0.18%2026-03-312026-04-08

SHLD GLOBAL X FDS103.1K shares10.43%2026-03-312026-04-08

SPYV SPDR SERIES TRUST118.8K shares-2.79%2026-03-312026-04-08

TOTL SSGA ACTIVE ETF TR153.9K shares-32.89%2026-03-312026-04-08

QUS SPDR SERIES TRUST29.4K shares-23.61%2026-03-312026-04-08

XLSR SSGA ACTIVE TR73.7K shares-24.10%2026-03-312026-04-08

SUSC ISHARES TR181.4K shares2.08%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS7.0K shares-1.89%2026-03-312026-04-08

Sponsored

LCTU BLACKROCK ETF TRUST56.9K shares-9.83%2026-03-312026-04-08

EAGG ISHARES TR79.3K shares12.84%2026-03-312026-04-08

MGK VANGUARD WORLD FD9.9K shares-6.97%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR137.7K shares-3.32%2026-03-312026-04-08

OEF ISHARES TR10.5K shares-88.89%2026-03-312026-04-08

MUB ISHARES TR30.1K shares5.22%2026-03-312026-04-08

ACWX ISHARES TR45.8K sharesnew addition2026-03-312026-04-08

IWF ISHARES TR6.7K shares-8.67%2026-03-312026-04-08

Sponsored

SPMO INVESCO EXCH TRADED FD TR II25.3K shares13.73%2026-03-312026-04-08

IXUS ISHARES TR32.4K shares1.85%2026-03-312026-04-08

DSI ISHARES TR22.3K shares-10.17%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS56.8K shares-24.93%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR32.9K shares-33.84%2026-03-312026-04-08

CERY SPDR SERIES TRUST74.8K shares10.62%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC73.3K shares0.00%2026-03-312026-04-08

HYBL SSGA ACTIVE TR92.4K shares-29.11%2026-03-312026-04-08

Sponsored

SYSB ISHARES TR28.3K shares-8.92%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS55.1K shares-9.22%2026-03-312026-04-08

JIRE J P MORGAN EXCHANGE TRADED F31.4K shares7.76%2026-03-312026-04-08

SPSM SPDR SERIES TRUST46.6K shares-53.95%2026-03-312026-04-08

LECO LINCOLN ELEC HLDGS INC8.9K shares0.00%2026-03-312026-04-08

USXF ISHARES TR38.7K shares-0.61%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF54.3K shares69.07%2026-03-312026-04-08

IXN ISHARES TR20.8K shares-6.32%2026-03-312026-04-08

Sponsored

SPMD SPDR SERIES TRUST35.0K shares-25.37%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR14.8K shares-2.82%2026-03-312026-04-08

VTI VANGUARD INDEX FDS6.1K shares-8.83%2026-03-312026-04-08

ACWI ISHARES TR13.2K shares-23.08%2026-03-312026-04-08

ESGE ISHARES INC37.3K shares-8.18%2026-03-312026-04-08

IWB ISHARES TR4.7K shares-8.20%2026-03-312026-04-08

MSFT MICROSOFT CORP4.4K shares-12.67%2026-03-312026-04-08

ADI ANALOG DEVICES INC4.9K shares0.00%2026-03-312026-04-08

Sponsored

GLD SPDR GOLD TR3.6K shares-39.24%2026-03-312026-04-08

FENI FIDELITY COVINGTON TRUST40.2K shares6.02%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-18.18%2026-03-312026-04-08

SPLB SPDR SERIES TRUST65.4K sharesnew addition2026-03-312026-04-08

IYW ISHARES TR8.0K shares-8.22%2026-03-312026-04-08

EMHC SPDR SERIES TRUST55.6K shares-23.07%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR42.5K shares-2.87%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II5.4K shares-6.71%2026-03-312026-04-08

Sponsored

PWR QUANTA SVCS INC2.3K shares-15.52%2026-03-312026-04-08

EVUS ISHARES TR38.6K shares-10.16%2026-03-312026-04-08

AAPL APPLE INC4.8K shares-12.60%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.1K shares-6.00%2026-03-312026-04-08

SLV ISHARES SILVER TR16.4K shares-32.36%2026-03-312026-04-08

IWD ISHARES TR5.2K shares0.14%2026-03-312026-04-08

DMXF ISHARES TR14.6K sharesnew addition2026-03-312026-04-08

SPYM SPDR SERIES TRUST13.8K shares36.44%2026-03-312026-04-08

Sponsored

BBAG J P MORGAN EXCHANGE TRADED F22.8K shares-40.93%2026-03-312026-04-08

EUSA ISHARES INC10.0K shares0.00%2026-03-312026-04-08

IJR ISHARES TR8.1K shares0.00%2026-03-312026-04-08

TIPX SPDR SERIES TRUST50.7K shares-23.51%2026-03-312026-04-08

SPTL SPDR SERIES TRUST36.9K shares35.65%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F6.4K shares-25.36%2026-03-312026-04-08

IJH ISHARES TR13.1K shares-6.31%2026-03-312026-04-08

PAVE GLOBAL X FDS16.5K shares-10.47%2026-03-312026-04-08

Sponsored

SCHZ SCHWAB STRATEGIC TR35.6K shares8.51%2026-03-312026-04-08

GCOW PACER FDS TR17.8K shares-4.32%2026-03-312026-04-08

IDU ISHARES TR6.8K shares-17.78%2026-03-312026-04-08

EUSB ISHARES TR17.9K shares3.97%2026-03-312026-04-08

ESGD ISHARES TR7.9K shares-1.04%2026-03-312026-04-08

XOM EXXON MOBIL CORP4.5K shares16.64%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-3.47%2026-03-312026-04-08

EBND SPDR SERIES TRUST34.0K shares-22.78%2026-03-312026-04-08

Sponsored

APH AMPHENOL CORP5.5K shares0.00%2026-03-312026-04-08

MEAR ISHARES U S ETF TR13.5K shares0.30%2026-03-312026-04-08

XTEN BONDBLOXX ETF TRUST14.6K shares9.02%2026-03-312026-04-08

IWP ISHARES TR5.1K shares0.00%2026-03-312026-04-08

LCTD BLACKROCK ETF TRUST11.8K shares-2.20%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR20.7K shares4.90%2026-03-312026-04-08

EMB ISHARES TR6.4K shares-90.96%2026-03-312026-04-08

ITOT ISHARES TR4.1K shares-10.87%2026-03-312026-04-08

Sponsored

AGG ISHARES TR5.8K shares-31.38%2026-03-312026-04-08

LMUB ISHARES TR11.4K sharesnew addition2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.0K shares-8.53%2026-03-312026-04-08

SPYG SPDR SERIES TRUST5.7K shares-19.19%2026-03-312026-04-08

RTX RTX CORPORATION2.9K shares-20.02%2026-03-312026-04-08

ICVT ISHARES TR5.2K shares-37.79%2026-03-312026-04-08

SPMB SPDR SERIES TRUST22.5K shares-27.04%2026-03-312026-04-08

IQDG WISDOMTREE TR12.0K shares-15.41%2026-03-312026-04-08

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.8K shares-31.30%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION468 shares0.00%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR15.8K shares0.00%2026-03-312026-04-08

EFA ISHARES TR4.7K shares-4.26%2026-03-312026-04-08

SPAB SPDR SERIES TRUST17.7K shares-40.31%2026-03-312026-04-08

JPEM J P MORGAN EXCHANGE TRADED F7.3K shares-27.17%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC2.8K shares0.00%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR9.0K shares0.04%2026-03-312026-04-08

Sponsored

DFUS DIMENSIONAL ETF TRUST5.9K shares0.24%2026-03-312026-04-08

HD HOME DEPOT INC1.2K shares-30.61%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-04-08

IWM ISHARES TR1.6K shares-8.47%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO1.2K shares-30.03%2026-03-312026-04-08

ALPHABET INC ALPHABET INC1.2K shares-13.00%2026-03-312026-04-08

CVX CHEVRON CORPORATION1.7K shares25.96%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR2.3K shares-8.29%2026-03-312026-04-08

Sponsored

XLY SELECT SECTOR SPDR TR3.0K shares-7.85%2026-03-312026-04-08

JQUA J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO1.0K shares-20.68%2026-03-312026-04-08

EDV VANGUARD WORLD FD4.8K shares-32.24%2026-03-312026-04-08

IFRA ISHARES TR5.2K shares-0.36%2026-03-312026-04-08

BROADCOM INC BROADCOM INC960 shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.2K shares-0.85%2026-03-312026-04-08

QDIV GLOBAL X FDS7.4K shares0.00%2026-03-312026-04-08

Sponsored

CSCO CISCO SYS INC3.4K shares-8.09%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC526 shares-6.57%2026-03-312026-04-08

IEFA ISHARES TR2.8K shares-45.79%2026-03-312026-04-08

CGMS CAPITAL GRP FIXED INCM ETF T9.1K shares-34.66%2026-03-312026-04-08

FGDL FRANKLIN TEMPLETON HOLDINGS3.9K shares-65.21%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-08

CME CME GROUP INC788 shares-3.79%2026-03-312026-04-08

CWI SPDR INDEX SHS FDS6.3K shares-33.17%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO1.6K shares2.13%2026-03-312026-04-08

AMZN AMAZON COM INC1.1K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS3.5K shares-4.71%2026-03-312026-04-08

VLUE ISHARES TR1.6K sharesnew addition2026-03-312026-04-08

MCO MOODYS CORP502 shares-5.82%2026-03-312026-04-08

SCHY SCHWAB STRATEGIC TR6.7K shares0.00%2026-03-312026-04-08

HEFA ISHARES TR4.9K shares-10.30%2026-03-312026-04-08

ELV ELEVANCE HEALTH INC FORMERLY694 sharesnew addition2026-03-312026-04-08

Sponsored

RC READY CAPITAL CORP16.2K shares0.00%2026-03-312026-04-08

IVV

ISHARES TR

20.65%

Shares108.7K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

-2.95%

Shares983.7K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

-16.51%

Shares749.8K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

5.17%

Shares370.8K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-8.46%

Shares187.7K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-2.86%

Shares190.3K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-17.34%

Shares364.2K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

-18.92%

Shares338.5K

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

612.95%

Shares1.0M

Event2026-03-31

Filed2026-04-08

BAI

BLACKROCK ETF TRUST

4.01%

Shares593.3K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

3.88%

Shares204.2K

Event2026-03-31

Filed2026-04-08

THRO

BLACKROCK ETF TRUST

4.02%

Shares517.6K

Event2026-03-31

Filed2026-04-08

MTUM

ISHARES TR

5.59%

Shares66.0K

Event2026-03-31

Filed2026-04-08

EFG

ISHARES TR

257.42%

Shares134.8K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

-16.13%

Shares284.6K

Event2026-03-31

Filed2026-04-08

IAGG

ISHARES TR

33.30%

Shares292.0K

Event2026-03-31

Filed2026-04-08

ESGU

ISHARES TR

-5.43%

Shares101.7K

Event2026-03-31

Filed2026-04-08

TLH

ISHARES TR

-3.72%

Shares141.1K

Event2026-03-31

Filed2026-04-08

BLCR

BLACKROCK ETF TRUST

New

Shares284.4K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

-45.38%

Shares128.2K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-30.78%

Shares16.7K

Event2026-03-31

Filed2026-04-08

IDEF

BLACKROCK ETF TRUST

New

Shares311.3K

Event2026-03-31

Filed2026-04-08

CORO

BLACKROCK ETF TRUST

New

Shares260.7K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

-49.33%

Shares89.7K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

0.18%

Shares298.8K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

10.43%

Shares103.1K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

-2.79%

Shares118.8K

Event2026-03-31

Filed2026-04-08

TOTL

SSGA ACTIVE ETF TR

-32.89%

Shares153.9K

Event2026-03-31

Filed2026-04-08

QUS

SPDR SERIES TRUST

-23.61%

Shares29.4K

Event2026-03-31

Filed2026-04-08

XLSR

SSGA ACTIVE TR

-24.10%

Shares73.7K

Event2026-03-31

Filed2026-04-08

SUSC

ISHARES TR

2.08%

Shares181.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-1.89%

Shares7.0K

Event2026-03-31

Filed2026-04-08

LCTU

BLACKROCK ETF TRUST

-9.83%

Shares56.9K

Event2026-03-31

Filed2026-04-08

EAGG

ISHARES TR

12.84%

Shares79.3K

Event2026-03-31

Filed2026-04-08

MGK

VANGUARD WORLD FD

-6.97%

Shares9.9K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

-3.32%

Shares137.7K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

-88.89%

Shares10.5K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

5.22%

Shares30.1K

Event2026-03-31

Filed2026-04-08

ACWX

ISHARES TR

New

Shares45.8K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-8.67%

Shares6.7K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

13.73%

Shares25.3K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

1.85%

Shares32.4K

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

-10.17%

Shares22.3K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-24.93%

Shares56.8K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

-33.84%

Shares32.9K

Event2026-03-31

Filed2026-04-08

CERY

SPDR SERIES TRUST

10.62%

Shares74.8K

Event2026-03-31

Filed2026-04-08

TCAF

T ROWE PRICE ETF INC

0.00%

Shares73.3K

Event2026-03-31

Filed2026-04-08

HYBL

SSGA ACTIVE TR

-29.11%

Shares92.4K

Event2026-03-31

Filed2026-04-08

SYSB

ISHARES TR

-8.92%

Shares28.3K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

-9.22%

Shares55.1K

Event2026-03-31

Filed2026-04-08

JIRE

J P MORGAN EXCHANGE TRADED F

7.76%

Shares31.4K

Event2026-03-31

Filed2026-04-08

SPSM

SPDR SERIES TRUST

-53.95%

Shares46.6K

Event2026-03-31

Filed2026-04-08

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

USXF

ISHARES TR

-0.61%

Shares38.7K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

69.07%

Shares54.3K

Event2026-03-31

Filed2026-04-08

IXN

ISHARES TR

-6.32%

Shares20.8K

Event2026-03-31

Filed2026-04-08

SPMD

SPDR SERIES TRUST

-25.37%

Shares35.0K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

-2.82%

Shares14.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-8.83%

Shares6.1K

Event2026-03-31

Filed2026-04-08

ACWI

ISHARES TR

-23.08%

Shares13.2K

Event2026-03-31

Filed2026-04-08

ESGE

ISHARES INC

-8.18%

Shares37.3K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

-8.20%

Shares4.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-12.67%

Shares4.4K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-39.24%

Shares3.6K

Event2026-03-31

Filed2026-04-08

FENI

FIDELITY COVINGTON TRUST

6.02%

Shares40.2K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-18.18%

Shares3.1K

Event2026-03-31

Filed2026-04-08

SPLB

SPDR SERIES TRUST

New

Shares65.4K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

-8.22%

Shares8.0K

Event2026-03-31

Filed2026-04-08

EMHC

SPDR SERIES TRUST

-23.07%

Shares55.6K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

-2.87%

Shares42.5K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-6.71%

Shares5.4K

Event2026-03-31

Filed2026-04-08

PWR

QUANTA SVCS INC

-15.52%

Shares2.3K

Event2026-03-31

Filed2026-04-08

EVUS

ISHARES TR

-10.16%

Shares38.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-12.60%

Shares4.8K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-6.00%

Shares6.1K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

-32.36%

Shares16.4K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.14%

Shares5.2K

Event2026-03-31

Filed2026-04-08

DMXF

ISHARES TR

New

Shares14.6K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

36.44%

Shares13.8K

Event2026-03-31

Filed2026-04-08

BBAG

J P MORGAN EXCHANGE TRADED F

-40.93%

Shares22.8K

Event2026-03-31

Filed2026-04-08

EUSA

ISHARES INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-08

TIPX

SPDR SERIES TRUST

-23.51%

Shares50.7K

Event2026-03-31

Filed2026-04-08

SPTL

SPDR SERIES TRUST

35.65%

Shares36.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

-25.36%

Shares6.4K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-6.31%

Shares13.1K

Event2026-03-31

Filed2026-04-08

PAVE

GLOBAL X FDS

-10.47%

Shares16.5K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

8.51%

Shares35.6K

Event2026-03-31

Filed2026-04-08

GCOW

PACER FDS TR

-4.32%

Shares17.8K

Event2026-03-31

Filed2026-04-08

IDU

ISHARES TR

-17.78%

Shares6.8K

Event2026-03-31

Filed2026-04-08

EUSB

ISHARES TR

3.97%

Shares17.9K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-1.04%

Shares7.9K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

16.64%

Shares4.5K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-3.47%

Shares1.2K

Event2026-03-31

Filed2026-04-08

EBND

SPDR SERIES TRUST

-22.78%

Shares34.0K

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

MEAR

ISHARES U S ETF TR

0.30%

Shares13.5K

Event2026-03-31

Filed2026-04-08

XTEN

BONDBLOXX ETF TRUST

9.02%

Shares14.6K

Event2026-03-31

Filed2026-04-08

IWP

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-08

LCTD

BLACKROCK ETF TRUST

-2.20%

Shares11.8K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

4.90%

Shares20.7K

Event2026-03-31

Filed2026-04-08

EMB

ISHARES TR

-90.96%

Shares6.4K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-10.87%

Shares4.1K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-31.38%

Shares5.8K

Event2026-03-31

Filed2026-04-08

LMUB

ISHARES TR

New

Shares11.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-8.53%

Shares2.0K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

-19.19%

Shares5.7K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-20.02%

Shares2.9K

Event2026-03-31

Filed2026-04-08

ICVT

ISHARES TR

-37.79%

Shares5.2K

Event2026-03-31

Filed2026-04-08

SPMB

SPDR SERIES TRUST

-27.04%

Shares22.5K

Event2026-03-31

Filed2026-04-08

IQDG

WISDOMTREE TR

-15.41%

Shares12.0K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-31.30%

Shares8.8K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares468

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-4.26%

Shares4.7K

Event2026-03-31

Filed2026-04-08

SPAB

SPDR SERIES TRUST

-40.31%

Shares17.7K

Event2026-03-31

Filed2026-04-08

JPEM

J P MORGAN EXCHANGE TRADED F

-27.17%

Shares7.3K

Event2026-03-31

Filed2026-04-08

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

0.04%

Shares9.0K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

0.24%

Shares5.9K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-30.61%

Shares1.2K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-8.47%

Shares1.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-30.03%

Shares1.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-13.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

25.96%

Shares1.7K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

-8.29%

Shares2.3K

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

-7.85%

Shares3.0K

Event2026-03-31

Filed2026-04-08

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-20.68%

Shares1.0K

Event2026-03-31

Filed2026-04-08

EDV

VANGUARD WORLD FD

-32.24%

Shares4.8K

Event2026-03-31

Filed2026-04-08

IFRA

ISHARES TR

-0.36%

Shares5.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.00%

Shares960

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.85%

Shares1.2K

Event2026-03-31

Filed2026-04-08

QDIV

GLOBAL X FDS

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-8.09%

Shares3.4K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

-6.57%

Shares526

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-45.79%

Shares2.8K

Event2026-03-31

Filed2026-04-08

CGMS

CAPITAL GRP FIXED INCM ETF T

-34.66%

Shares9.1K

Event2026-03-31

Filed2026-04-08

FGDL

FRANKLIN TEMPLETON HOLDINGS

-65.21%

Shares3.9K

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

CME

CME GROUP INC

-3.79%

Shares788

Event2026-03-31

Filed2026-04-08

CWI

SPDR INDEX SHS FDS

-33.17%

Shares6.3K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

2.13%

Shares1.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-4.71%

Shares3.5K

Event2026-03-31

Filed2026-04-08

VLUE

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-08

MCO

MOODYS CORP

-5.82%

Shares502

Event2026-03-31

Filed2026-04-08

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-08

HEFA

ISHARES TR

-10.30%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares694

Event2026-03-31

Filed2026-04-08

READY CAPITAL CORP

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available