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The Analysis of Simplicity Wealth,LLC's Holdings & P&L

Currently, Simplicity Wealth,LLC holds 748 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IVV (+9.0K shares, valued at $5.9M), SPYM (+76.8K shares, valued at $5.9M), GOVT (+172.6K shares, valued at $4.0M); decreased their positions in SCHX (-103.4K shares, valued at $2.7M), VGSH (-27.4K shares, valued at $1.6M), N/A (-16.4K shares, valued at $1.4M); initiated new positions in N/A (+135.0K shares, valued at $3.2M), N/A (+101.0K shares, valued at $2.5M), BLCR (+58.2K shares, valued at $2.4M).

1M P&L

+39.3M+2.31%

3M P&L

+11.4M+0.66%

HY P&L

+98.0M+5.98%

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/A1.2B

72.5%

2Semiconductors47.6M

2.9%

3Software - Infrastructure30.6M

1.9%

Top Industries by Stock Count

1N/A374 stocks

53.4%

2Software - Application14 stocks

2.0%

3Utilities - Regulated Electric14 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR689.8K shares-1.31%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS96.8K shares1.83%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR647.8K shares5.15%2026-03-312026-04-30

AVIG AMERICAN CENTY ETF TR1.2M shares4.49%2026-03-312026-04-30

IVV ISHARES TR52.8K shares20.66%2026-03-312026-04-30

AVSF AMERICAN CENTY ETF TR731.7K shares9.84%2026-03-312026-04-30

NVDA NVIDIA CORPORATION182.1K shares2.61%2026-03-312026-04-30

SPYM SPDR SERIES TRUST414.6K shares22.75%2026-03-312026-04-30

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AVLC AMERICAN CENTY ETF TR371.4K shares-0.71%2026-03-312026-04-30

AAPL APPLE INC107.3K shares4.90%2026-03-312026-04-30

TLT ISHARES TR282.9K shares16.48%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR284.7K shares14.48%2026-03-312026-04-30

MSFT MICROSOFT CORP53.2K shares9.81%2026-03-312026-04-30

IEMG ISHARES INC263.7K shares2.79%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST444.6K shares-4.74%2026-03-312026-04-30

IWY ISHARES TR64.1K shares7.65%2026-03-312026-04-30

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AMZN AMAZON COM INC71.3K shares11.76%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR131.8K shares-1.04%2026-03-312026-04-30

SPAB SPDR SERIES TRUST530.9K shares28.99%2026-03-312026-04-30

AVSC AMERICAN CENTY ETF TR217.9K shares-0.41%2026-03-312026-04-30

JHMD JOHN HANCOCK EXCHANGE TRADED316.7K shares31.65%2026-03-312026-04-30

JHML JOHN HANCOCK EXCHANGE TRADED168.4K shares30.98%2026-03-312026-04-30

DFSB DIMENSIONAL ETF TRUST252.0K shares-0.90%2026-03-312026-04-30

IUSB ISHARES TR274.0K shares7.31%2026-03-312026-04-30

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EFV ISHARES TR165.6K shares3.75%2026-03-312026-04-30

DFSU DIMENSIONAL ETF TRUST297.2K shares-6.67%2026-03-312026-04-30

ALPHABET INC ALPHABET INC40.7K shares13.87%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS251.4K shares21.87%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR391.6K shares14.30%2026-03-312026-04-30

BROADCOM INC BROADCOM INC36.6K shares15.49%2026-03-312026-04-30

META META PLATFORMS INC19.2K shares13.17%2026-03-312026-04-30

TSLA TESLA INC28.7K shares10.03%2026-03-312026-04-30

Sponsored

JPM JPMORGAN CHASE & CO35.4K shares6.97%2026-03-312026-04-30

IWX ISHARES TR108.3K shares10.09%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS63.6K shares4.32%2026-03-312026-04-30

ALPHABET INC ALPHABET INC32.8K shares11.33%2026-03-312026-04-30

QFLR INNOVATOR ETFS TRUST280.0K shares9.27%2026-03-312026-04-30

ABBV ABBVIE INC42.8K shares35.95%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION9.3K shares-12.39%2026-03-312026-04-30

BUFD FIRST TR EXCHNG TRADED FD VI319.4K shares6.68%2026-03-312026-04-30

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EFG ISHARES TR79.6K shares46.26%2026-03-312026-04-30

MUB ISHARES TR81.3K shares3.63%2026-03-312026-04-30

IDEV ISHARES TR102.5K shares-1.38%2026-03-312026-04-30

XOM EXXON MOBIL CORP50.2K shares11.18%2026-03-312026-04-30

IVE ISHARES TR40.1K shares1.74%2026-03-312026-04-30

USIG ISHARES TR159.9K shares6.34%2026-03-312026-04-30

BIL SPDR SERIES TRUST88.5K shares0.14%2026-03-312026-04-30

IVW ISHARES TR71.2K shares7.79%2026-03-312026-04-30

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JNJ JOHNSON & JOHNSON31.4K shares3.05%2026-03-312026-04-30

PG PROCTER & GAMBLE CO52.8K shares10.09%2026-03-312026-04-30

FTSM FIRST TR EXCHANGE-TRADED FD126.2K shares-9.69%2026-03-312026-04-30

AGEM ABRDN FDS183.2K shares-1.51%2026-03-312026-04-30

DYNF BLACKROCK ETF TRUST127.0K shares-3.09%2026-03-312026-04-30

LLY ELI LILLY & CO7.7K shares5.95%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP31.5K shares1.80%2026-03-312026-04-30

WLTG ETF OPPORTUNITIES TRUST197.6K shares-11.71%2026-03-312026-04-30

Sponsored

AMD ADVANCED MICRO DEVICES INC32.9K shares2.84%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.6K shares12.76%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR63.7K shares-12.00%2026-03-312026-04-30

BKLN INVESCO EXCH TRADED FD TR II303.4K shares1.42%2026-03-312026-04-30

AVDS AMERICAN CENTY ETF TR85.6K shares-1.19%2026-03-312026-04-30

WMT WALMART INC49.5K shares-11.80%2026-03-312026-04-30

CVX CHEVRON CORPORATION29.2K shares15.33%2026-03-312026-04-30

V VISA INC19.5K shares-2.79%2026-03-312026-04-30

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SPEM SPDR INDEX SHS FDS125.4K shares23.73%2026-03-312026-04-30

JHMM JOHN HANCOCK EXCHANGE TRADED87.1K shares31.24%2026-03-312026-04-30

NFLX NETFLIX INC.60.8K shares11.52%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD144.1K shares68.10%2026-03-312026-04-30

IWS ISHARES TR38.6K shares5.95%2026-03-312026-04-30

GOVT ISHARES TR240.1K shares255.44%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST113.0K shares-2.20%2026-03-312026-04-30

HD HOME DEPOT INC16.6K shares10.85%2026-03-312026-04-30

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JHEM JOHN HANCOCK EXCHANGE TRADED158.6K shares27.89%2026-03-312026-04-30

FNDE SCHWAB STRATEGIC TR141.9K shares6.50%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR9.3K shares-14.65%2026-03-312026-04-30

CSCO CISCO SYS INC68.9K shares6.69%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC44.3K shares6.06%2026-03-312026-04-30

AGG ISHARES TR53.1K shares54.94%2026-03-312026-04-30

KO COCA COLA CO69.3K shares-2.21%2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS111.2K shares4.17%2026-03-312026-04-30

Sponsored

DFSD DIMENSIONAL ETF TRUST108.3K shares25.21%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS69.6K shares19.42%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F66.2K shares5.69%2026-03-312026-04-30

AVRE AMERICAN CENTY ETF TR111.7K shares-0.03%2026-03-312026-04-30

BAC BANK AMERICA CORP94.9K shares6.03%2026-03-312026-04-30

MBB ISHARES TR48.7K shares9.11%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS77.4K shares36.21%2026-03-312026-04-30

IJR ISHARES TR36.2K shares-2.66%2026-03-312026-04-30

Sponsored

ORCL ORACLE CORP29.5K shares16.26%2026-03-312026-04-30

OUNZ VANECK MERK GOLD ETF96.2K shares-8.57%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR32.4K shares3.63%2026-03-312026-04-30

AVES AMERICAN CENTY ETF TR71.6K shares-0.92%2026-03-312026-04-30

SIVR ABRDN SILVER ETF TRUST59.6K shares6.65%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS17.5K shares25.62%2026-03-312026-04-30

WFC WELLS FARGO & CO53.1K shares-0.73%2026-03-312026-04-30

VWOB VANGUARD WHITEHALL FDS63.8K shares9.95%2026-03-312026-04-30

Sponsored

IWF ISHARES TR9.8K shares2.25%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC82.6K shares13.29%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC27.8K shares17.39%2026-03-312026-04-30

QUAL ISHARES TR20.8K shares12.60%2026-03-312026-04-30

RTX RTX CORPORATION20.6K shares2.16%2026-03-312026-04-30

TLH ISHARES TR39.2K shares-6.57%2026-03-312026-04-30

MA MASTERCARD INCORPORATED7.9K shares9.50%2026-03-312026-04-30

MCD MCDONALDS CORP12.6K shares10.33%2026-03-312026-04-30

Sponsored

DDWM WISDOMTREE TR88.1K shares9.77%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS75.0K shares26.78%2026-03-312026-04-30

BUFR FIRST TR EXCHNG TRADED FD VI109.4K shares10.54%2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS63.0K shares-30.30%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T6.5K shares34.28%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR78.9K shares25.68%2026-03-312026-04-30

DFCF DIMENSIONAL ETF TRUST83.9K shares-0.64%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR69.5K shares7.46%2026-03-312026-04-30

Sponsored

BAI BLACKROCK ETF TRUST104.1K shares23.40%2026-03-312026-04-30

IWD ISHARES TR16.0K shares0.28%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST54.7K shares-0.81%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC12.3K shares15.85%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS52.1K shares14.05%2026-03-312026-04-30

VTV VANGUARD INDEX FDS17.0K shares3.94%2026-03-312026-04-30

DIS DISNEY WALT CO33.8K shares28.30%2026-03-312026-04-30

DFSI DIMENSIONAL ETF TRUST76.1K shares-8.33%2026-03-312026-04-30

Sponsored

IXUS ISHARES TR37.0K shares-9.34%2026-03-312026-04-30

SPTL SPDR SERIES TRUST121.6K shares19.91%2026-03-312026-04-30

SPMD SPDR SERIES TRUST54.0K shares17.58%2026-03-312026-04-30

THRO BLACKROCK ETF TRUST87.9K shares20.33%2026-03-312026-04-30

STERLING CAP FDS STERLING CAP FDS135.0K sharesnew addition2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR123.9K shares-45.49%2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST91.0K shares-15.29%2026-03-312026-04-30

MTUM ISHARES TR12.9K shares-31.13%2026-03-312026-04-30

Sponsored

VTWO VANGUARD SCOTTSDALE FDS30.9K shares6.54%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR27.5K shares-20.03%2026-03-312026-04-30

FTLS FIRST TR EXCH TRADED FD III42.7K shares34.32%2026-03-312026-04-30

VO VANGUARD INDEX FDS10.2K shares-27.55%2026-03-312026-04-30

IDV ISHARES TR68.2K shares11.51%2026-03-312026-04-30

CAT CATERPILLAR INC4.1K shares6.84%2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST81.1K shares3.38%2026-03-312026-04-30

XCCC BONDBLOXX ETF TRUST76.5K shares-1.02%2026-03-312026-04-30

Sponsored

IAGG ISHARES TR54.4K shares9.78%2026-03-312026-04-30

SPDR SERIES TRUST SPDR SERIES TRUST28.3K shares9.97%2026-03-312026-04-30

SPYV SPDR SERIES TRUST47.6K shares-16.47%2026-03-312026-04-30

MO ALTRIA GROUP INC40.6K shares-3.53%2026-03-312026-04-30

PEP PEPSICO INC17.2K shares1.97%2026-03-312026-04-30

QQH NORTHERN LTS FD TR III37.8K shares1.80%2026-03-312026-04-30

BUFY FIRST TR EXCHNG TRADED FD VI117.6K shares9.95%2026-03-312026-04-30

RWL INVESCO EXCH TRADED FD TR II22.8K shares15.58%2026-03-312026-04-30

Sponsored

SPSM SPDR SERIES TRUST54.1K shares23.65%2026-03-312026-04-30

LGH NORTHERN LTS FD TR III45.4K shares-0.31%2026-03-312026-04-30

GLDM WORLD GOLD TR27.9K shares-2.43%2026-03-312026-04-30

IEF ISHARES TR27.1K shares13.03%2026-03-312026-04-30

ABT ABBOTT LABORATORIES25.1K shares35.82%2026-03-312026-04-30

PSLV SPROTT ASSET MANAGEMENT LP104.4K shares113.69%2026-03-312026-04-30

SPYG SPDR SERIES TRUST25.9K shares1.73%2026-03-312026-04-30

VTI VANGUARD INDEX FDS7.9K shares-3.70%2026-03-312026-04-30

Sponsored

STERLING CAP FDS STERLING CAP FDS101.0K sharesnew addition2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II48.6K shares-16.02%2026-03-312026-04-30

LONZ PIMCO ETF TR51.1K shares-3.69%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF65.2K shares-5.89%2026-03-312026-04-30

DFGX DIMENSIONAL ETF TRUST46.8K shares4.87%2026-03-312026-04-30

BLCR BLACKROCK ETF TRUST58.2K sharesnew addition2026-03-312026-04-30

SRLN SSGA ACTIVE ETF TR58.2K shares-0.93%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR93.5K shares-22.76%2026-03-312026-04-30

Sponsored

LMT LOCKHEED MARTIN CORP3.8K shares-2.38%2026-03-312026-04-30

VSS VANGUARD INTL EQUITY INDEX F15.7K shares-1.02%2026-03-312026-04-30

VUG VANGUARD INDEX FDS5.2K shares0.08%2026-03-312026-04-30

IWP ISHARES TR17.5K shares10.03%2026-03-312026-04-30

AGNC AGNC INVT CORP223.8K shares-4.72%2026-03-312026-04-30

JHSC JOHN HANCOCK EXCHANGE TRADED51.7K shares30.76%2026-03-312026-04-30

VRIG INVESCO ACTIVELY MANAGED EXC88.4K shares286.71%2026-03-312026-04-30

CGHM CAPITAL GRP FIXED INCM ETF T86.3K shares11.48%2026-03-312026-04-30

Sponsored

DFAX DIMENSIONAL ETF TRUST64.2K shares-3.21%2026-03-312026-04-30

VV VANGUARD INDEX FDS7.2K shares3.55%2026-03-312026-04-30

GTO INVESCO ACTIVELY MANAGED EXC45.8K shares-9.05%2026-03-312026-04-30

IDEF BLACKROCK ETF TRUST65.3K sharesnew addition2026-03-312026-04-30

IEFA ISHARES TR23.4K shares13.50%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS9.8K shares-8.57%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC12.8K shares29.77%2026-03-312026-04-30

DUHP DIMENSIONAL ETF TRUST57.5K shares-12.67%2026-03-312026-04-30

Sponsored

JHCB JOHN HANCOCK EXCHANGE TRADED98.6K shares26.28%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR14.1K shares20.83%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR44.3K shares-9.78%2026-03-312026-04-30

VGLT VANGUARD SCOTTSDALE FDS36.5K shares15.50%2026-03-312026-04-30

CGMU CAPITAL GRP FIXED INCM ETF T74.4K shares4.91%2026-03-312026-04-30

HYG ISHARES TR24.6K shares-2.95%2026-03-312026-04-30

BILS SPDR SERIES TRUST19.5K shares163.79%2026-03-312026-04-30

SHOP SHOPIFY INC16.2K shares-9.44%2026-03-312026-04-30

Sponsored

BA BOEING CO9.6K shares10.51%2026-03-312026-04-30

PGHY INVESCO EXCH TRADED FD TR II98.6K shares-4.94%2026-03-312026-04-30

GWX SPDR INDEX SHS FDS45.3K shares22.65%2026-03-312026-04-30

T AT&T INC64.5K shares1.53%2026-03-312026-04-30

REET ISHARES TR73.8K shares26.08%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC2.2K shares5.76%2026-03-312026-04-30

IMTM ISHARES TR38.3K shares0.27%2026-03-312026-04-30

UNP UNION PAC CORP7.6K shares4.62%2026-03-312026-04-30

Sponsored

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN85.3K shares-4.29%2026-03-312026-04-30

SGOV ISHARES TR17.9K shares38.65%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC5.3K shares-1.72%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE41.7K shares-44.58%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR57.8K shares1.77%2026-03-312026-04-30

FMF FIRST TR EXCHANGE-TRADED FD35.0K shares31.43%2026-03-312026-04-30

RWO SPDR INDEX SHS FDS38.6K shares27.49%2026-03-312026-04-30

FAAR FIRST TR EXCHANGE TRAD FD VI52.2K shares19.49%2026-03-312026-04-30

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T67.0K shares7.99%2026-03-312026-04-30

JHHY JOHN HANCOCK EXCHANGE TRADED69.2K shares27.87%2026-03-312026-04-30

SDY SPDR SERIES TRUST12.0K shares12.72%2026-03-312026-04-30

AMAT APPLIED MATLS INC5.1K shares-3.32%2026-03-312026-04-30

ESGU ISHARES TR12.2K shares-6.74%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR19.6K shares-45.66%2026-03-312026-04-30

DGCB DIMENSIONAL ETF TRUST31.6K shares7.25%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR20.6K shares12.77%2026-03-312026-04-30

Sponsored

MU MICRON TECHNOLOGY INC5.0K shares39.90%2026-03-312026-04-30

AMGN AMGEN INC4.7K shares7.39%2026-03-312026-04-30

IVLU ISHARES TR41.7K shares2.70%2026-03-312026-04-30

ZECP ZACKS TRUST48.8K shares-1.40%2026-03-312026-04-30

NEM NEWMONT CORP15.2K shares22.40%2026-03-312026-04-30

COP CONOCOPHILLIPS12.0K shares20.90%2026-03-312026-04-30

CERY SPDR SERIES TRUST45.1K shares17.65%2026-03-312026-04-30

VB VANGUARD INDEX FDS5.9K shares-32.91%2026-03-312026-04-30

Sponsored

CEF SPROTT ASSET MANAGEMENT LP31.8K shares15.22%2026-03-312026-04-30

DY DYCOM INDS INC4.5K shares-0.97%2026-03-312026-04-30

EMB ISHARES TR16.0K shares-32.91%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN7.4K shares11.66%2026-03-312026-04-30

JFLX J P MORGAN EXCHANGE TRADED F29.7K shares7.64%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO17.3K shares-5.08%2026-03-312026-04-30

GLD SPDR GOLD TR3.4K shares-12.74%2026-03-312026-04-30

DFSE DIMENSIONAL ETF TRUST34.7K shares-4.47%2026-03-312026-04-30

Sponsored

VCSH VANGUARD SCOTTSDALE FDS18.5K shares1.08%2026-03-312026-04-30

TXN TEXAS INSTRS INC7.5K shares7.52%2026-03-312026-04-30

LOW LOWES COS INC6.2K shares3.10%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR23.4K shares91.46%2026-03-312026-04-30

EMHC SPDR SERIES TRUST57.7K shares28.78%2026-03-312026-04-30

KHYB KRANESHARES TRUST59.9K shares-5.99%2026-03-312026-04-30

PDBC INVESCO ACTVELY MNGD ETC FD81.6K shares34.24%2026-03-312026-04-30

IWR ISHARES TR14.5K shares-1.22%2026-03-312026-04-30

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SPTS SPDR SERIES TRUST48.0K shares0.19%2026-03-312026-04-30

MGK VANGUARD WORLD FD3.8K shares87.35%2026-03-312026-04-30

VOOG VANGUARD ADMIRAL FDS INC3.4K shares-14.00%2026-03-312026-04-30

SPTI SPDR SERIES TRUST48.3K shares-0.53%2026-03-312026-04-30

ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC82.7K shares-7.27%2026-03-312026-04-30

DISV DIMENSIONAL ETF TRUST34.7K shares0.57%2026-03-312026-04-30

ETH GRAYSCALE ETHEREUM STAKING67.9K shares-15.27%2026-03-312026-04-30

IWM ISHARES TR5.4K shares-4.45%2026-03-312026-04-30

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CWB SPDR SERIES TRUST14.7K shares0.23%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE4.7K shares10.32%2026-03-312026-04-30

SECT NORTHERN LTS FD TR IV22.0K shares-5.92%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.9K shares-9.60%2026-03-312026-04-30

SLV ISHARES SILVER TR19.3K shares15.39%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC14.9K shares-11.76%2026-03-312026-04-30

BR BROADRIDGE FINL SOLUTIONS IN7.9K shares23.46%2026-03-312026-04-30

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO112.0K shares-0.50%2026-03-312026-04-30

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DCOR DIMENSIONAL ETF TRUST17.6K shares305.19%2026-03-312026-04-30

PSQ PROSHARES TR39.4K shares0.47%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC2.8K shares16.67%2026-03-312026-04-30

PFE PFIZER INC44.7K shares11.48%2026-03-312026-04-30

SCHZ SCHWAB STRATEGIC TR53.5K shares-52.19%2026-03-312026-04-30

IEUR ISHARES TR17.7K shares278.79%2026-03-312026-04-30

SOFI SOFI TECHNOLOGIES INC78.1K shares-14.62%2026-03-312026-04-30

WM WASTE MGMT INC DEL5.4K shares2.39%2026-03-312026-04-30

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CRCL CIRCLE INTERNET GROUP INC12.9K shares-15.60%2026-03-312026-04-30

SHY ISHARES TR14.8K shares16.02%2026-03-312026-04-30

SYSB ISHARES TR13.7K shares6.58%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.1K shares3.91%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F22.3K shares-10.27%2026-03-312026-04-30

CGDG CAPITAL GROUP DIVIDEND GROWE33.1K shares11.02%2026-03-312026-04-30

VDE VANGUARD WORLD FD6.8K shares-9.80%2026-03-312026-04-30

ALAB ASTERA LABS INC10.8K shares-11.70%2026-03-312026-04-30

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GEV GE VERNOVA INC1.4K shares37.06%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC278 shares41.84%2026-03-312026-04-30

DE DEERE & CO2.1K shares9.27%2026-03-312026-04-30

IWB ISHARES TR3.2K shares23.44%2026-03-312026-04-30

HON HONEYWELL INTL INC5.1K shares8.27%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC5.5K shares9.08%2026-03-312026-04-30

IEI ISHARES TR9.6K shares6.27%2026-03-312026-04-30

NEE NEXTERA ENERGY INC12.3K shares18.47%2026-03-312026-04-30

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BSX BOSTON SCIENTIFIC CORP17.9K shares1.64%2026-03-312026-04-30

PLD PROLOGIS INC.8.4K shares9.49%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST15.7K shares0.73%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC9.7K shares-1.44%2026-03-312026-04-30

GILD GILEAD SCIENCES INC7.9K shares-8.20%2026-03-312026-04-30

SBUX STARBUCKS CORP12.2K shares8.20%2026-03-312026-04-30

APH AMPHENOL CORP8.6K shares5.75%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC6.2K shares5.20%2026-03-312026-04-30

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LQD ISHARES TR9.8K shares10.99%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC14.9K shares4.92%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP1.6K shares6.89%2026-03-312026-04-30

IGF ISHARES TR15.9K shares12.47%2026-03-312026-04-30

CLH CLEAN HARBORS INC3.7K shares0.38%2026-03-312026-04-30

COIN COINBASE GLOBAL INC6.1K shares-12.57%2026-03-312026-04-30

PSX PHILLIPS 665.8K shares6.77%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I3.6K shares-5.92%2026-03-312026-04-30

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TIPX SPDR SERIES TRUST54.4K shares22.91%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC10.5K shares13.31%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR6.3K shares70.85%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC9.0K shares35.97%2026-03-312026-04-30

CGGE CAPITAL GROUP GLOBAL EQUITY33.0K shares4.85%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC14.5K shares-9.87%2026-03-312026-04-30

YUM YUM BRANDS INC6.5K shares339.23%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC2.3K shares28.86%2026-03-312026-04-30

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LMBS FIRST TR EXCHANGE-TRADED FD20.0K shares36.43%2026-03-312026-04-30

GDX VANECK ETF TRUST10.9K shares-19.79%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC3.8K shares-5.68%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.6K shares-1.03%2026-03-312026-04-30

SNEX STONEX GROUP INC12.2K shares49.66%2026-03-312026-04-30

DBMF LITMAN GREGORY FDS TR32.2K shares4.67%2026-03-312026-04-30

RDDT REDDIT INC7.1K shares-14.21%2026-03-312026-04-30

HELO J P MORGAN EXCHANGE TRADED F14.9K shares30.62%2026-03-312026-04-30

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VLUE ISHARES TR6.6K sharesnew addition2026-03-312026-04-30

CMI CUMMINS INC1.7K shares-14.19%2026-03-312026-04-30

MGV VANGUARD WORLD FD6.4K shares86.56%2026-03-312026-04-30

AAAU GOLDMAN SACHS PHYSICAL GOLD20.1K shares3.47%2026-03-312026-04-30

VGT VANGUARD WORLD FD1.3K shares-33.37%2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC9.7K shares-9.85%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC6.9K shares4.93%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC15.1K shares0.33%2026-03-312026-04-30

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IWC ISHARES TR5.7K sharesnew addition2026-03-312026-04-30

RSG REPUBLIC SVCS INC4.1K shares3.97%2026-03-312026-04-30

MS MORGAN STANLEY5.4K shares23.55%2026-03-312026-04-30

AFRM AFFIRM HLDGS INC19.4K shares-15.20%2026-03-312026-04-30

DFIV DIMENSIONAL ETF TRUST16.6K shares-0.14%2026-03-312026-04-30

CRM SALESFORCE INC4.7K shares23.45%2026-03-312026-04-30

MCO MOODYS CORP2.0K shares4.67%2026-03-312026-04-30

SYF SYNCHRONY FINANCIAL12.8K shares13.57%2026-03-312026-04-30

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KLAC KLA CORP584 shares23.21%2026-03-312026-04-30

SYY SYSCO CORP12.0K shares4.26%2026-03-312026-04-30

STERLING CAP FDS STERLING CAP FDS34.4K sharesnew addition2026-03-312026-04-30

SHEL SHELL PLC9.2K shares0.97%2026-03-312026-04-30

INTC INTEL CORP19.4K shares26.19%2026-03-312026-04-30

KEX KIRBY CORP6.4K shares0.49%2026-03-312026-04-30

FBK FB FINL CORP16.2K shares1.19%2026-03-312026-04-30

ICLO INVESCO ACTIVELY MANAGED EXC32.8K shares52.28%2026-03-312026-04-30

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XLY SELECT SECTOR SPDR TR7.7K shares-11.36%2026-03-312026-04-30

DIHP DIMENSIONAL ETF TRUST25.9K shares-8.37%2026-03-312026-04-30

NVS NOVARTIS AG5.4K shares5.90%2026-03-312026-04-30

GGG GRACO INC9.8K shares0.00%2026-03-312026-04-30

SO SOUTHERN CO8.5K shares3.88%2026-03-312026-04-30

NKE NIKE INC15.3K shares13.24%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP6.8K shares2.32%2026-03-312026-04-30

VIOG VANGUARD ADMIRAL FDS INC6.4K shares-1.56%2026-03-312026-04-30

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PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC9.2K sharesnew addition2026-03-312026-04-30

IBB ISHARES TR4.7K shares10.26%2026-03-312026-04-30

QUIZ ZACKS TRUST29.2K shares1.34%2026-03-312026-04-30

IGM ISHARES TR6.6K shares10.57%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC2.2K shares36.23%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP4.3K shares-1.20%2026-03-312026-04-30

ABNB AIRBNB INC6.2K shares-7.51%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS8.3K shares-2.61%2026-03-312026-04-30

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SPMO INVESCO EXCH TRADED FD TR II7.0K shares81.96%2026-03-312026-04-30

SCHP SCHWAB STRATEGIC TR29.3K sharesnew addition2026-03-312026-04-30

LMUB ISHARES TR15.6K sharesnew addition2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC808 shares10.38%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO17.1K shares10.36%2026-03-312026-04-30

USB US BANCORP14.8K shares6.54%2026-03-312026-04-30

CGUS CAPITAL GROUP CORE EQUITY ET19.9K shares6.99%2026-03-312026-04-30

D DOMINION ENERGY INC12.2K shares171.61%2026-03-312026-04-30

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EFA ISHARES TR7.8K shares139.83%2026-03-312026-04-30

GWW WW GRAINGER INC690 shares-0.86%2026-03-312026-04-30

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.2K shares2.71%2026-03-312026-04-30

TJX TJX COS INC NEW4.7K shares25.81%2026-03-312026-04-30

BUFZ FIRST TR EXCHNG TRADED FD VI28.3K shares19.46%2026-03-312026-04-30

EBND SPDR SERIES TRUST36.0K shares26.79%2026-03-312026-04-30

WELL WELLTOWER INC3.7K shares6.74%2026-03-312026-04-30

WTFC WINTRUST FINL CORP5.3K shares0.49%2026-03-312026-04-30

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ACWX ISHARES TR10.8K sharesnew addition2026-03-312026-04-30

SPHY SPDR SERIES TRUST31.4K shares53.57%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS947 shares12.07%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC3.7K sharesnew addition2026-03-312026-04-30

BC BRUNSWICK CORP9.9K shares0.97%2026-03-312026-04-30

CME CME GROUP INC2.4K shares31.93%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS8.6K shares14.74%2026-03-312026-04-30

IBD NORTHERN LTS FD TR IV29.7K shares11.54%2026-03-312026-04-30

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KVUE KENVUE INC40.6K shares88.19%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO11.5K shares25.53%2026-03-312026-04-30

SCHE SCHWAB STRATEGIC TR21.0K shares-35.03%2026-03-312026-04-30

PSI INVESCO EXCHANGE TRADED FD T7.3K sharesnew addition2026-03-312026-04-30

PHYS SPROTT ASSET MANAGEMENT LP19.5K shares9.08%2026-03-312026-04-30

LINDE PLC LINDE PLC1.4K shares60.95%2026-03-312026-04-30

PVAL PUTNAM ETF TRUST14.8K sharesnew addition2026-03-312026-04-30

QYLD GLOBAL X FDS39.9K shares-27.16%2026-03-312026-04-30

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ETHE GRAYSCALE ETHEREUM STAKING E40.1K shares3.55%2026-03-312026-04-30

SCHO SCHWAB STRATEGIC TR28.1K shares-19.40%2026-03-312026-04-30

IUSG ISHARES TR4.4K shares-12.21%2026-03-312026-04-30

CAIE CALAMOS ETF TR27.0K sharesnew addition2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR7.9K shares-2.65%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II2.8K shares22.28%2026-03-312026-04-30

ADI ANALOG DEVICES INC2.1K shares23.23%2026-03-312026-04-30

GRID FIRST TR EXCHANGE-TRADED FD4.1K sharesnew addition2026-03-312026-04-30

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ASML ASML HLDG NV504 shares44.00%2026-03-312026-04-30

EMR EMERSON ELEC CO5.1K shares9.51%2026-03-312026-04-30

STOX HORIZON FDS24.5K sharesnew addition2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC1.4K shares-14.37%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO2.2K shares16.16%2026-03-312026-04-30

AZO AUTOZONE INC194 shares3.74%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI22.7K shares63.28%2026-03-312026-04-30

ICVT ISHARES TR6.4K shares-26.55%2026-03-312026-04-30

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LKQ LKQ CORP22.1K shares1.85%2026-03-312026-04-30

FALN ISHARES TR24.3K shares28.38%2026-03-312026-04-30

XYLD GLOBAL X FDS16.6K shares-38.87%2026-03-312026-04-30

FGD FIRST TR EXCHANGE-TRADED FD20.3K shares13.86%2026-03-312026-04-30

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MAR MARRIOTT INTL INC NEW2.0K shares10.62%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.6K shares7.89%2026-03-312026-04-30

APP APPLOVIN CORP1.6K shares20.18%2026-03-312026-04-30

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TFC TRUIST FINL CORP13.8K shares16.87%2026-03-312026-04-30

QCOM QUALCOMM INC4.9K shares-20.18%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC1.3K shares8.72%2026-03-312026-04-30

PSFF PACER FDS TR19.7K shares-62.51%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC10.8K shares16.01%2026-03-312026-04-30

FDX FEDEX CORP1.7K shares8.40%2026-03-312026-04-30

QLTA ISHARES TR13.0K shares-0.82%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW8.5K shares7.88%2026-03-312026-04-30

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VT VANGUARD INTL EQUITY INDEX F4.4K shares6.36%2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FD9.8K shares93.20%2026-03-312026-04-30

RCL ROYAL CARIBBEAN GROUP2.2K shares57.55%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD8.8K shares-7.36%2026-03-312026-04-30

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FCX FREEPORT MCMORAN INC10.1K shares-0.32%2026-03-312026-04-30

MMM 3M CO4.1K shares-5.86%2026-03-312026-04-30

INTU INTUIT1.4K shares16.80%2026-03-312026-04-30

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IUSV ISHARES TR5.7K shares9.18%2026-03-312026-04-30

SMH VANECK ETF TRUST1.5K shares164.41%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP6.2K shares17.08%2026-03-312026-04-30

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TFLO ISHARES TR11.4K shares-5.58%2026-03-312026-04-30

FLSP FRANKLIN TEMPLETON ETF TR21.3K sharesnew addition2026-03-312026-04-30

VRT VERTIV HOLDINGS CO2.3K shares39.38%2026-03-312026-04-30

IBTH ISHARES TR25.5K shares-0.08%2026-03-312026-04-30

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SKYY FIRST TR EXCHANGE-TRADED FD5.2K shares221.57%2026-03-312026-04-30

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares11.60%2026-03-312026-04-30

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MSTR STRATEGY INC4.5K shares10.06%2026-03-312026-04-30

GIS GENERAL MILLS INC15.0K shares-32.29%2026-03-312026-04-30

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RDIV INVESCO EXCH TRADED FD TR II10.0K shares0.00%2026-03-312026-04-30

EXPD EXPEDITORS INTL WASH INC3.9K shares4.39%2026-03-312026-04-30

PFN PIMCO INCOME STRATEGY FD II80.4K shares0.00%2026-03-312026-04-30

ARM ARM HOLDINGS PLC3.6K shares-17.21%2026-03-312026-04-30

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MET METLIFE INC7.7K shares22.33%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.7K shares1.64%2026-03-312026-04-30

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LPX LOUISIANA PAC CORP7.4K shares29.41%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP594 shares21.72%2026-03-312026-04-30

BAMG NORTHERN LTS FD TR IV14.5K shares-4.46%2026-03-312026-04-30

OMFL INVESCO EXCH TRD SLF IDX FD8.7K shares1.18%2026-03-312026-04-30

CMCSA COMCAST CORP NEW18.0K shares-0.50%2026-03-312026-04-30

EME EMCOR GROUP INC694 shares1.31%2026-03-312026-04-30

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CWI SPDR INDEX SHS FDS13.9K shares1.48%2026-03-312026-04-30

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WWJD NORTHERN LTS FD TR IV13.6K shares11.81%2026-03-312026-04-30

BCI ABRDN ETFS20.9K sharesnew addition2026-03-312026-04-30

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VAW VANGUARD WORLD FD2.2K shares0.88%2026-03-312026-04-30

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MSOS ADVISORSHARES TR137.7K shares-15.42%2026-03-312026-04-30

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GVA GRANITE CONSTR INC4.0K shares0.80%2026-03-312026-04-30

SPIB SPDR SERIES TRUST14.3K shares6.70%2026-03-312026-04-30

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CELC CELCUITY INC4.2K shares-28.31%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR16.1K shares-45.29%2026-03-312026-04-30

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PFFA ETFIS SER TR I22.8K shares0.00%2026-03-312026-04-30

IBTG ISHARES TR20.2K shares0.58%2026-03-312026-04-30

LCAP PRINCIPAL EXCHANGE TRADED FD15.7K shares-0.32%2026-03-312026-04-30

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ZROZ PIMCO ETF TR7.1K shares5.78%2026-03-312026-04-30

MISL FIRST TR EXCHANGE-TRADED FD10.2K sharesnew addition2026-03-312026-04-30

SCZ ISHARES TR5.8K shares-5.70%2026-03-312026-04-30

BAMD NORTHERN LTS FD TR IV14.5K shares-2.78%2026-03-312026-04-30

SPTB SPDR SERIES TRUST14.8K shares-0.38%2026-03-312026-04-30

ALPS ETF TR ALPS ETF TR8.5K sharesnew addition2026-03-312026-04-30

GLW CORNING INC3.3K shares12.50%2026-03-312026-04-30

WMB WILLIAMS COS INC6.1K shares0.61%2026-03-312026-04-30

Sponsored

BNDX VANGUARD CHARLOTTE FDS9.2K shares91.72%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS5.0K shares22.81%2026-03-312026-04-30

BUFB INNOVATOR ETFS TRUST12.2K shares-3.68%2026-03-312026-04-30

CVS CVS HEALTH CORP6.1K shares13.05%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP1.6K sharesnew addition2026-03-312026-04-30

CORO BLACKROCK ETF TRUST13.6K sharesnew addition2026-03-312026-04-30

ITOT ISHARES TR3.1K shares106.35%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP1.6K shares16.93%2026-03-312026-04-30

Sponsored

BCHP PRINCIPAL EXCHANGE TRADED FD13.3K shares8.93%2026-03-312026-04-30

AMP AMERIPRISE FINL INC978 shares-11.25%2026-03-312026-04-30

XLB SELECT SECTOR SPDR TR8.7K sharesnew addition2026-03-312026-04-30

FTSL FIRST TR EXCHANGE-TRADED FD9.7K sharesnew addition2026-03-312026-04-30

EQIX EQUINIX INC441 sharesnew addition2026-03-312026-04-30

PFF ISHARES TR14.0K shares13.06%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F7.5K shares17.82%2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC1.2K shares4.80%2026-03-312026-04-30

Sponsored

SPG SIMON PPTY GROUP INC NEW2.3K shares-0.70%2026-03-312026-04-30

IBTO ISHARES TR17.2K shares-1.06%2026-03-312026-04-30

MUSA MURPHY USA INC850 shares14.09%2026-03-312026-04-30

MOAT VANECK ETF TRUST4.3K shares24.87%2026-03-312026-04-30

AVUS

AMERICAN CENTY ETF TR

-1.31%

Shares689.8K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

1.83%

Shares96.8K

Event2026-03-31

Filed2026-04-30

AVDE

AMERICAN CENTY ETF TR

5.15%

Shares647.8K

Event2026-03-31

Filed2026-04-30

AVIG

AMERICAN CENTY ETF TR

4.49%

Shares1.2M

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

20.66%

Shares52.8K

Event2026-03-31

Filed2026-04-30

AVSF

AMERICAN CENTY ETF TR

9.84%

Shares731.7K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

2.61%

Shares182.1K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

22.75%

Shares414.6K

Event2026-03-31

Filed2026-04-30

AVLC

AMERICAN CENTY ETF TR

-0.71%

Shares371.4K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

4.90%

Shares107.3K

Event2026-03-31

Filed2026-04-30

TLT

ISHARES TR

16.48%

Shares282.9K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

14.48%

Shares284.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

9.81%

Shares53.2K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

2.79%

Shares263.7K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

-4.74%

Shares444.6K

Event2026-03-31

Filed2026-04-30

IWY

ISHARES TR

7.65%

Shares64.1K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

11.76%

Shares71.3K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

-1.04%

Shares131.8K

Event2026-03-31

Filed2026-04-30

SPAB

SPDR SERIES TRUST

28.99%

Shares530.9K

Event2026-03-31

Filed2026-04-30

AVSC

AMERICAN CENTY ETF TR

-0.41%

Shares217.9K

Event2026-03-31

Filed2026-04-30

JHMD

JOHN HANCOCK EXCHANGE TRADED

31.65%

Shares316.7K

Event2026-03-31

Filed2026-04-30

JHML

JOHN HANCOCK EXCHANGE TRADED

30.98%

Shares168.4K

Event2026-03-31

Filed2026-04-30

DFSB

DIMENSIONAL ETF TRUST

-0.90%

Shares252.0K

Event2026-03-31

Filed2026-04-30

IUSB

ISHARES TR

7.31%

Shares274.0K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

3.75%

Shares165.6K

Event2026-03-31

Filed2026-04-30

DFSU

DIMENSIONAL ETF TRUST

-6.67%

Shares297.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

13.87%

Shares40.7K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

21.87%

Shares251.4K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

14.30%

Shares391.6K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

15.49%

Shares36.6K

Event2026-03-31

Filed2026-04-30