Sponsored

The Analysis of SJS Investment Consulting Inc.'s Holdings & P&L

Currently, SJS Investment Consulting Inc. holds 2473 types of securities in its portfolio with a total value $818.6M. In the most recent quarter, they have increased their positions in N/A (+205.2K shares, valued at $9.6M), DUSB (+94.8K shares, valued at $4.8M), DFAC (+120.0K shares, valued at $4.7M); decreased their positions in AAPL (-5.1K shares, valued at $1.3M), GBTC (-17.6K shares, valued at $930.3K), CAT (-986 shares, valued at $698.5K); initiated new positions in N/A (+205.2K shares, valued at $9.6M), VSDB (+3.9K shares, valued at $298.6K), BSCQ (+12.8K shares, valued at $249.5K).

1M P&L

+26.2M+3.12%

3M P&L

+24.1M+2.87%

HY P&L

+76.6M+9.70%

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/A654.2M

82.5%

2Drug Manufacturers - General20.0M

2.5%

3Consumer Electronics16.9M

2.1%

Top Industries by Stock Count

1N/A231 stocks

9.9%

2Banks - Regional145 stocks

6.2%

3Biotechnology106 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST9.2M shares1.32%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST2.0M shares3.47%2026-03-312026-04-23

DUSB DIMENSIONAL ETF TRUST737.7K shares14.74%2026-03-312026-04-23

VCRB VANGUARD MALVERN FDS437.2K shares13.51%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST455.3K shares3.08%2026-03-312026-04-23

LLY ELI LILLY & CO19.1K shares0.17%2026-03-312026-04-23

AAPL APPLE INC66.4K shares-7.08%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS319.4K shares12.77%2026-03-312026-04-23

Sponsored

AVUS AMERICAN CENTY ETF TR140.5K shares28.17%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR176.0K shares8.57%2026-03-312026-04-23

HRL HORMEL FOODS CORP474.2K shares0.09%2026-03-312026-04-23

NVDA NVIDIA CORPORATION58.0K shares19.89%2026-03-312026-04-23

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR205.2K sharesnew addition2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST270.8K shares-2.03%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST329.5K shares10.66%2026-03-312026-04-23

VBIL VANGUARD INSTL INDEX FD115.4K shares-4.08%2026-03-312026-04-23

Sponsored

DFSU DIMENSIONAL ETF TRUST210.3K shares-0.21%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST192.2K shares0.16%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR57.9K shares53.90%2026-03-312026-04-23

ALPHABET INC ALPHABET INC15.6K shares8.30%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST111.3K shares-1.33%2026-03-312026-04-23

WMT WALMART INC29.6K shares2.60%2026-03-312026-04-23

ALPHABET INC ALPHABET INC12.4K shares-0.47%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS36.6K shares15.80%2026-03-312026-04-23

Sponsored

V VISA INC11.0K shares-1.28%2026-03-312026-04-23

MCD MCDONALDS CORP10.5K shares-8.75%2026-03-312026-04-23

MSFT MICROSOFT CORP8.3K shares-12.49%2026-03-312026-04-23

ANDE ANDERSONS INC40.0K shares0.00%2026-03-312026-04-23

WSBC WESBANCO INC71.3K shares-3.92%2026-03-312026-04-23

AMZN AMAZON COM INC11.5K shares22.44%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST30.8K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO6.2K shares-15.49%2026-03-312026-04-23

Sponsored

SYY SYSCO CORP21.6K shares0.48%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T2.3K shares9.09%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS20.2K shares0.06%2026-03-312026-04-23

XOM EXXON MOBIL CORP8.7K shares-9.73%2026-03-312026-04-23

VCRM VANGUARD MUN BD FDS17.9K shares1.02%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST26.2K shares0.00%2026-03-312026-04-23

UMBF UMB FINL CORP11.0K shares0.04%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION1.2K shares18.22%2026-03-312026-04-23

Sponsored

PG PROCTER & GAMBLE CO8.2K shares6.66%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST21.2K shares0.11%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON4.4K shares-2.00%2026-03-312026-04-23

IVV ISHARES TR1.6K shares0.00%2026-03-312026-04-23

GEV GE VERNOVA INC1.2K shares18.28%2026-03-312026-04-23

CAT CATERPILLAR INC1.4K shares-41.53%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP10.4K shares0.05%2026-03-312026-04-23

WELL WELLTOWER INC4.6K shares-9.23%2026-03-312026-04-23

Sponsored

VXUS VANGUARD STAR FDS11.5K shares-4.17%2026-03-312026-04-23

CVX CHEVRON CORPORATION4.3K shares8.75%2026-03-312026-04-23

TSLA TESLA INC2.3K shares12.34%2026-03-312026-04-23

NEE NEXTERA ENERGY INC8.8K shares-26.96%2026-03-312026-04-23

VTV VANGUARD INDEX FDS4.2K shares-2.20%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC7.1K shares3.64%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares286.04%2026-03-312026-04-23

VTI VANGUARD INDEX FDS2.4K shares0.71%2026-03-312026-04-23

Sponsored

BROADCOM INC BROADCOM INC2.4K shares-29.54%2026-03-312026-04-23

META META PLATFORMS INC1.3K shares-6.07%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC14.7K shares-2.96%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.2K shares21.44%2026-03-312026-04-23

HD HOME DEPOT INC2.2K shares32.74%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST9.8K shares0.00%2026-03-312026-04-23

BSCS INVESCO EXCH TRD SLF IDX FD33.9K shares64.49%2026-03-312026-04-23

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD36.8K shares65.14%2026-03-312026-04-23

LINDE PLC LINDE PLC1.3K shares10.81%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares23.01%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD31.9K shares49.70%2026-03-312026-04-23

MDYV SPDR SERIES TRUST7.0K shares0.00%2026-03-312026-04-23

GWW WW GRAINGER INC537 shares20.67%2026-03-312026-04-23

MPC MARATHON PETE CORP2.4K shares0.63%2026-03-312026-04-23

DTE DTE ENERGY CO3.7K shares0.05%2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC1.6K shares34.20%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST16.0K shares0.01%2026-03-312026-04-23

ICF ISHARES TR8.7K shares0.00%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-37.19%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF9.9K shares-63.94%2026-03-312026-04-23

EMR EMERSON ELEC CO4.0K shares8.58%2026-03-312026-04-23

GLD SPDR GOLD TR1.1K shares-0.09%2026-03-312026-04-23

ETH GRAYSCALE ETHEREUM STAKING23.4K shares46640.00%2026-03-312026-04-23

Sponsored

EMXC ISHARES INC5.8K shares-3.35%2026-03-312026-04-23

VGT VANGUARD WORLD FD656 shares-2.96%2026-03-312026-04-23

BA BOEING CO2.3K shares29.95%2026-03-312026-04-23

VNQI VANGUARD INTL EQUITY INDEX F10.0K shares0.00%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP1.6K shares82.27%2026-03-312026-04-23

FDX FEDEX CORP1.2K shares37.01%2026-03-312026-04-23

IAUM ISHARES GOLD TR9.3K shares0.00%2026-03-312026-04-23

CSCO CISCO SYS INC5.4K shares-31.75%2026-03-312026-04-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.7K shares12.68%2026-03-312026-04-23

FSLR FIRST SOLAR INC2.1K shares-4.37%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO1.6K shares98.78%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.5K shares2.06%2026-03-312026-04-23

BAC BANK AMERICA CORP8.1K shares6.36%2026-03-312026-04-23

ABBV ABBVIE INC1.8K shares-17.66%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.9K shares0.17%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW1.2K shares1486.49%2026-03-312026-04-23

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares47.62%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.5K shares-17.50%2026-03-312026-04-23

KR KROGER CO5.2K shares-21.39%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC2.2K shares115.33%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO1.1K shares7.69%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF9.2K shares24.15%2026-03-312026-04-23

PSX PHILLIPS 661.9K shares-0.73%2026-03-312026-04-23

Sponsored

IJH ISHARES TR5.1K shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE1.2K shares8.33%2026-03-312026-04-23

CENCORA INC CENCORA INC1.1K shares30.01%2026-03-312026-04-23

VUG VANGUARD INDEX FDS762 shares56.47%2026-03-312026-04-23

WFC WELLS FARGO & CO4.0K shares0.51%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.5K shares427.30%2026-03-312026-04-23

PEP PEPSICO INC2.0K shares-1.81%2026-03-312026-04-23

IWF ISHARES TR728 shares20.13%2026-03-312026-04-23

Sponsored

MAS MASCO CORP5.1K shares8.58%2026-03-312026-04-23

ADI ANALOG DEVICES INC962 shares-27.40%2026-03-312026-04-23

NHC NATIONAL HEALTHCARE CORP1.9K shares0.00%2026-03-312026-04-23

ABT ABBOTT LABORATORIES3.0K shares-26.09%2026-03-312026-04-23

VSDB VANGUARD MALVERN FDS3.9K sharesnew addition2026-03-312026-04-23

DIS DISNEY WALT CO3.0K shares0.36%2026-03-312026-04-23

T AT&T INC10.0K shares-1.26%2026-03-312026-04-23

RTX RTX CORPORATION1.4K shares119.88%2026-03-312026-04-23

Sponsored

HWM HOWMET AEROSPACE INC1.2K shares-22.40%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR3.1K shares47.18%2026-03-312026-04-23

KO COCA COLA CO3.5K shares-11.28%2026-03-312026-04-23

MA MASTERCARD INCORPORATED526 shares150.48%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-18.57%2026-03-312026-04-23

NVS NOVARTIS AG1.7K shares-0.65%2026-03-312026-04-23

ELV ELEVANCE HEALTH INC FORMERLY868 shares23.65%2026-03-312026-04-23

IWM ISHARES TR1.0K shares4.64%2026-03-312026-04-23

Sponsored

SYK STRYKER CORPORATION762 shares8.70%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR2.3K shares-1.97%2026-03-312026-04-23

BSCQ INVESCO EXCH TRD SLF IDX FD12.8K sharesnew addition2026-03-312026-04-23

DTM DT MIDSTREAM INC1.8K shares0.16%2026-03-312026-04-23

AFL AFLAC INC2.2K shares1.40%2026-03-312026-04-23

VEEV VEEVA SYS INC1.4K shares29.72%2026-03-312026-04-23

FCN FTI CONSULTING INC1.4K shares5.27%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS3.7K shares3.48%2026-03-312026-04-23

Sponsored

VUSB VANGUARD BD INDEX FDS4.7K shares10.83%2026-03-312026-04-23

AMGN AMGEN INC659 shares-13.18%2026-03-312026-04-23

VSS VANGUARD INTL EQUITY INDEX F1.6K shares-1.88%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP660 shares5.26%2026-03-312026-04-23

IRM IRON MTN INC DEL2.2K shares5.97%2026-03-312026-04-23

LOW LOWES COS INC953 shares-66.06%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR8.8K shares0.07%2026-03-312026-04-23

SCZ ISHARES TR2.8K shares22.02%2026-03-312026-04-23

Sponsored

APH AMPHENOL CORP1.7K shares30.24%2026-03-312026-04-23

HROW HARROW INC6.1K shares0.00%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares-13.22%2026-03-312026-04-23

VTEI VANGUARD MUN BD FDS2.1K shares0.00%2026-03-312026-04-23

ORCL ORACLE CORP1.4K shares-61.60%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST3.3K shares0.00%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC245 shares99.19%2026-03-312026-04-23

IJR ISHARES TR1.6K shares0.00%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC1.6K shares-23.83%2026-03-312026-04-23

FCX FREEPORT MCMORAN INC3.4K shares216.42%2026-03-312026-04-23

FITB FIFTH THIRD BANCORP4.2K shares0.89%2026-03-312026-04-23

INTC INTEL CORP4.2K shares138.46%2026-03-312026-04-23

KEY KEYCORP9.3K shares0.99%2026-03-312026-04-23

TXN TEXAS INSTRS INC915 shares-0.65%2026-03-312026-04-23

TJX TJX COS INC NEW1.1K shares50.90%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO2.8K shares35.09%2026-03-312026-04-23

Sponsored

BITO PROSHARES TR18.5K sharesnew addition2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares34.45%2026-03-312026-04-23

NHI NATIONAL HEALTH INVS INC2.1K shares0.00%2026-03-312026-04-23

IWR ISHARES TR1.7K shares62.24%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR1.1K shares-2.49%2026-03-312026-04-23

TGT TARGET CORP1.3K shares-16.16%2026-03-312026-04-23

DE DEERE & CO277 shares-39.65%2026-03-312026-04-23

NOBL PROSHARES TR1.4K shares20.83%2026-03-312026-04-23

Sponsored

EME EMCOR GROUP INC208 shares42.47%2026-03-312026-04-23

SPSB SPDR SERIES TRUST5.1K shares26.56%2026-03-312026-04-23

JAZZ JAZZ PHARMACEUTICALS PLC795 shares5.02%2026-03-312026-04-23

MCK MCKESSON CORP172 shares7.50%2026-03-312026-04-23

IEFA ISHARES TR1.6K shares-13.54%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR2.9K shares-5.14%2026-03-312026-04-23

PCG PG&E CORP8.2K shares40.22%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC148 shares-32.11%2026-03-312026-04-23

Sponsored

PFE PFIZER INC5.1K shares2.99%2026-03-312026-04-23

FIX COMFORT SYS USA INC100 shares38.89%2026-03-312026-04-23

TNXP TONIX PHARMACEUTICALS HLDG C10.0K sharesnew addition2026-03-312026-04-23

COP CONOCOPHILLIPS1.0K shares-3.80%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC397 shares-44.48%2026-03-312026-04-23

ET ENERGY TRANSFER L P7.0K shares0.00%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC1.2K shares0.59%2026-03-312026-04-23

ABNB AIRBNB INC1.1K shares32.29%2026-03-312026-04-23

Sponsored

SNDK SANDISK CORP210 shares452.63%2026-03-312026-04-23

OKE ONEOK INC NEW1.5K shares2.37%2026-03-312026-04-23

IWB ISHARES TR367 shares0.00%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC795 shares7.72%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS586 shares0.00%2026-03-312026-04-23

MATCH GROUP INC NEW MATCH GROUP INC NEW4.1K shares24.02%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW949 shares19.22%2026-03-312026-04-23

NOW SERVICENOW INC1.2K shares55.63%2026-03-312026-04-23

Sponsored

XLC SELECT SECTOR SPDR TR1.1K shares-3.93%2026-03-312026-04-23

DY DYCOM INDS INC360 shares0.28%2026-03-312026-04-23

NKE NIKE INC2.3K shares-5.31%2026-03-312026-04-23

JBHT HUNT J B TRANS SVCS INC570 shares17.53%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP430 shares2.63%2026-03-312026-04-23

MET METLIFE INC1.7K shares23.56%2026-03-312026-04-23

EPS WISDOMTREE TR1.7K shares0.00%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST3.2K shares11.32%2026-03-312026-04-23

Sponsored

UNP UNION PAC CORP478 shares76.38%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC861 shares-34.97%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC966 shares8.78%2026-03-312026-04-23

EIX EDISON INTL1.5K shares35.32%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC311 shares-23.40%2026-03-312026-04-23

QUAL ISHARES TR571 shares0.00%2026-03-312026-04-23

BP BP PLC2.3K shares-13.57%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP119 shares13.33%2026-03-312026-04-23

Sponsored

APLD APPLIED DIGITAL CORP4.5K shares33.19%2026-03-312026-04-23

SLS SELLAS LIFE SCIENCES GROUP I25.0K sharesnew addition2026-03-312026-04-23

CMCSA COMCAST CORP NEW3.7K shares-0.57%2026-03-312026-04-23

CNC CENTENE CORP DEL3.2K shares50.87%2026-03-312026-04-23

PAYX PAYCHEX INC1.1K shares-5.10%2026-03-312026-04-23

TSN TYSON FOODS INC1.6K shares15.66%2026-03-312026-04-23

FTI TECHNIPFMC PLC1.5K shares33.09%2026-03-312026-04-23

NFLX NETFLIX INC.1.0K shares-49.56%2026-03-312026-04-23

Sponsored

SCHD SCHWAB STRATEGIC TR3.2K shares6.53%2026-03-312026-04-23

STN STANTEC INC1.1K shares-1.57%2026-03-312026-04-23

LNG CHENIERE ENERGY INC343 shares-0.29%2026-03-312026-04-23

KKR & CO INC KKR & CO INC1.0K shares97.72%2026-03-312026-04-23

DPZ DOMINOS PIZZA INC266 shares60.24%2026-03-312026-04-23

GILD GILEAD SCIENCES INC679 shares84.51%2026-03-312026-04-23

SF STIFEL FINL CORP1.3K shares143.51%2026-03-312026-04-23

FTNT FORTINET INC1.2K shares24.81%2026-03-312026-04-23

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED1.4K shares0.00%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP152 shares28.81%2026-03-312026-04-23

FIVE FIVE BELOW INC400 shares26.18%2026-03-312026-04-23

GIS GENERAL MILLS INC2.4K shares20.31%2026-03-312026-04-23

DFAW DIMENSIONAL ETF TRUST1.2K shares4.85%2026-03-312026-04-23

FNF FIDELITY NATL FINL INC1.9K shares105.38%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC21 shares31.25%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC299 shares70.86%2026-03-312026-04-23

Sponsored

SCHA SCHWAB STRATEGIC TR3.0K shares-16.85%2026-03-312026-04-23

GLW CORNING INC626 shares3.30%2026-03-312026-04-23

HAS HASBRO INC906 shares-1.41%2026-03-312026-04-23

ROST ROSS STORES INC388 shares139.51%2026-03-312026-04-23

LECO LINCOLN ELEC HLDGS INC337 shares3.37%2026-03-312026-04-23

ES EVERSOURCE ENERGY1.2K shares27.26%2026-03-312026-04-23

CFG CITIZENS FINL GROUP INC1.4K shares2.81%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F600 shares0.00%2026-03-312026-04-23

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DAL DELTA AIR LINES INC1.2K shares37.31%2026-03-312026-04-23

GAP GAP INC3.4K shares13.54%2026-03-312026-04-23

OC OWENS CORNING NEW763 shares343.60%2026-03-312026-04-23

ZM ZOOM COMMUNICATIONS INC1.0K shares-4.47%2026-03-312026-04-23

EG EVEREST GROUP LTD252 shares85.29%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC711 shares15.05%2026-03-312026-04-23

DGRO ISHARES TR1.1K sharesnew addition2026-03-312026-04-23

CW CURTISS WRIGHT CORP117 shares-2.50%2026-03-312026-04-23

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SBFG SB FINL GROUP INC3.8K shares0.00%2026-03-312026-04-23

COPX GLOBAL X FDS1.0K shares642.86%2026-03-312026-04-23

UAL UNITED AIRLS HLDGS INC861 shares16.98%2026-03-312026-04-23

CSX CSX CORP1.9K shares0.00%2026-03-312026-04-23

CCK CROWN HLDGS INC788 shares2.87%2026-03-312026-04-23

AXTA AXALTA COATING SYS LTD2.8K shares543.38%2026-03-312026-04-23

CMI CUMMINS INC145 shares18.85%2026-03-312026-04-23

NTRS NORTHERN TR CORP559 shares16.46%2026-03-312026-04-23

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DOCU DOCUSIGN INC1.6K shares160.58%2026-03-312026-04-23

LULU LULULEMON ATHLETICA INC499 shares78.21%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC281 shares-57.87%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND164 shares0.00%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-04-23

ECL ECOLAB INC283 shares5.60%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL2.2K shares67.60%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST1.6K shares33.55%2026-03-312026-04-23

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JBL JABIL INC277 shares10.80%2026-03-312026-04-23

RHI ROBERT HALF INC.2.9K shares6.34%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC315 shares-3.96%2026-03-312026-04-23

QCOM QUALCOMM INC559 shares-33.05%2026-03-312026-04-23

VICI VICI PPTYS INC2.6K shares115.30%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO843 shares-5.81%2026-03-312026-04-23

KDP KEURIG DR PEPPER INC2.7K shares-18.69%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC232 shares4.04%2026-03-312026-04-23

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LUMN LUMEN TECHNOLOGIES INC10.1K shares0.34%2026-03-312026-04-23

ASML ASML HLDG NV53 shares20.45%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40113 shares0.00%2026-03-312026-04-23

ILMN ILLUMINA INC563 shares-15.34%2026-03-312026-04-23

BARRICK MNG CORP BARRICK MNG CORP1.7K shares0.00%2026-03-312026-04-23

FIBK FIRST INTST BANCSYSTEM INC2.1K shares15876.92%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC751 shares75.88%2026-03-312026-04-23

NEM NEWMONT CORP633 shares26.85%2026-03-312026-04-23

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ESPR ESPERION THERAPEUTICS INC NE25.0K shares0.00%2026-03-312026-04-23

ROKU ROKU INC723 shares3.58%2026-03-312026-04-23

GLXY GALAXY DIGITAL INC.3.7K shares0.00%2026-03-312026-04-23

ULTA ULTA BEAUTY INC130 shares22.64%2026-03-312026-04-23

BALL BALL CORP1.1K shares7.95%2026-03-312026-04-23

PODD INSULET CORP318 shares438.98%2026-03-312026-04-23

BURL BURLINGTON STORES INC205 shares925.00%2026-03-312026-04-23

ITOT ISHARES TR468 sharesnew addition2026-03-312026-04-23

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BBY BEST BUY INC1.0K shares2.18%2026-03-312026-04-23

RL RALPH LAUREN CORP192 shares15.66%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP230 shares0.00%2026-03-312026-04-23

BSCV INVESCO EXCH TRD SLF IDX FD4.0K shares0.00%2026-03-312026-04-23

BSCW INVESCO EXCH TRD SLF IDX FD3.2K sharesnew addition2026-03-312026-04-23

DGRW WISDOMTREE TR747 shares0.00%2026-03-312026-04-23

CIEN CIENA CORP169 shares53.64%2026-03-312026-04-23

SPTM SPDR SERIES TRUST829 shares0.00%2026-03-312026-04-23

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BSCU INVESCO EXCH TRD SLF IDX FD3.9K shares0.00%2026-03-312026-04-23

VBR VANGUARD INDEX FDS298 shares0.00%2026-03-312026-04-23

VRSN VERISIGN INC260 shares64.56%2026-03-312026-04-23

MAA MID-AMER APT CMNTYS INC528 shares915.38%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST1.5K sharesnew addition2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR2.3K shares0.00%2026-03-312026-04-23

INGR INGREDION INC568 shares13.83%2026-03-312026-04-23

G GENPACT LIMITED1.7K shares22.61%2026-03-312026-04-23

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SPGI S&P GLOBAL INC147 shares219.57%2026-03-312026-04-23

NNN NNN REIT INC1.5K shares10.47%2026-03-312026-04-23

AMAT APPLIED MATLS INC181 shares-88.19%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC1.4K shares250.13%2026-03-312026-04-23

KNX KNIGHT-SWIFT TRANSN HLDGS IN1.1K shares12.35%2026-03-312026-04-23

GRMN GARMIN LTD264 shares23.94%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL156 shares3.31%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC132 shares-15.92%2026-03-312026-04-23

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AWK AMERICAN WTR WKS CO INC NEW447 shares7.19%2026-03-312026-04-23

ITT INC ITT INC319 shares109.87%2026-03-312026-04-23

KLAC KLA CORP41 shares5.13%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC691 shares-38.85%2026-03-312026-04-23

IQDF FLEXSHARES TR1.9K shares0.00%2026-03-312026-04-23

CHH CHOICE HOTELS INTL INC575 shares-7.26%2026-03-312026-04-23

AMH AMERICAN HOMES 4 RENT2.1K shares393.29%2026-03-312026-04-23

OKTA OKTA INC751 shares1265.45%2026-03-312026-04-23

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BR BROADRIDGE FINL SOLUTIONS IN359 shares2143.75%2026-03-312026-04-23

FDS FACTSET RESH SYS INC268 shares-29.10%2026-03-312026-04-23

LOPE GRAND CANYON ED INC342 shares15.15%2026-03-312026-04-23

DVA DAVITA INC378 shares-15.81%2026-03-312026-04-23

CMS CMS ENERGY CORP748 shares113.71%2026-03-312026-04-23

CVNA CARVANA CO183 shares29.79%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC797 shares637.96%2026-03-312026-04-23

DXCM DEXCOM INC910 shares-6.19%2026-03-312026-04-23

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MAN MANPOWERGROUP INC WIS1.9K sharesnew addition2026-03-312026-04-23

CE CELANESE CORP DEL864 shares0.93%2026-03-312026-04-23

HUN HUNTSMAN CORP4.3K shares7.32%2026-03-312026-04-23

DRVN DRIVEN BRANDS HLDGS INC4.5K shares420.23%2026-03-312026-04-23

LFUS LITTELFUSE INC167 shares-24.77%2026-03-312026-04-23

GLPI GAMING & LEISURE P1.3K shares0.16%2026-03-312026-04-23

ONEQ FIDELITY COMWLTH TR660 shares0.00%2026-03-312026-04-23

CINF CINCINNATI FINL CORP356 shares-0.28%2026-03-312026-04-23

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VO VANGUARD INDEX FDS195 shares103.13%2026-03-312026-04-23

NEA NUVEEN AMT FREE QLTY MUN INC5.0K shares1.16%2026-03-312026-04-23

CLH CLEAN HARBORS INC195 shares-11.36%2026-03-312026-04-23

TPR TAPESTRY INC396 shares-12.58%2026-03-312026-04-23

POOL POOL CORP276 shares1625.00%2026-03-312026-04-23

EWBC EAST WEST BANCORP INC523 shares11.04%2026-03-312026-04-23

ALL ALLSTATE CORP269 shares1.13%2026-03-312026-04-23

CRUS CIRRUS LOGIC INC384 shares-10.49%2026-03-312026-04-23

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WM WASTE MGMT INC DEL240 shares1.69%2026-03-312026-04-23

FR FIRST INDL RLTY TR INC953 shares11.85%2026-03-312026-04-23

ACM AECOM649 shares199.08%2026-03-312026-04-23

ZTS ZOETIS INC465 shares225.17%2026-03-312026-04-23

ALSN ALLISON TRANSMISSION HLDGS I469 shares-12.34%2026-03-312026-04-23

USFD US FOODS HLDG CORP595 shares-9.71%2026-03-312026-04-23

DT DYNATRACE INC1.5K shares577.17%2026-03-312026-04-23

SONY SONY GROUP CORP2.6K shares92.70%2026-03-312026-04-23

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NDSN NORDSON CORP205 shares17.14%2026-03-312026-04-23

SNA SNAP ON INC150 shares-3.23%2026-03-312026-04-23

SEIC SEI INVTS CO694 shares250.51%2026-03-312026-04-23

SNDR SCHNEIDER NATIONAL INC2.1K shares694.98%2026-03-312026-04-23

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC629 sharesnew addition2026-03-312026-04-23

DGX QUEST DIAGNOSTICS INC276 shares1.47%2026-03-312026-04-23

WWD WOODWARD INC151 shares16.15%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC599 shares1715.15%2026-03-312026-04-23

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CF CF INDUSTRIES HOLD416 shares-40.23%2026-03-312026-04-23

TWLO TWILIO INC429 shares27.68%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC436 shares-7.43%2026-03-312026-04-23

GTM ZOOMINFO TECHNOLOGIES INC8.9K shares379.99%2026-03-312026-04-23

ARE ALEXANDRIA REAL ESTATE EQ IN1.1K shares38.72%2026-03-312026-04-23

DHR DANAHER CORP DEL281 shares202.15%2026-03-312026-04-23

WMB WILLIAMS COS INC731 shares10.93%2026-03-312026-04-23

DG DOLLAR GEN CORP447 shares45.60%2026-03-312026-04-23

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ATO ATMOS ENERGY CORP287 shares80.50%2026-03-312026-04-23

HON HONEYWELL INTL INC234 shares39.29%2026-03-312026-04-23

MKSI MKS INC.230 shares-5.35%2026-03-312026-04-23

MS MORGAN STANLEY321 shares10.31%2026-03-312026-04-23

KHC KRAFT HEINZ CO2.3K shares600.00%2026-03-312026-04-23

REG REGENCY CTRS CORP691 shares-4.29%2026-03-312026-04-23

LNC LINCOLN NATL CORP IND1.5K shares6269.57%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO840 shares1580.00%2026-03-312026-04-23

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IUSV ISHARES TR501 sharesnew addition2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS66 shares-65.08%2026-03-312026-04-23

TNL TRAVEL PLUS LEISURE CO737 shares0.55%2026-03-312026-04-23

SCHC SCHWAB STRATEGIC TR1.1K shares-7.48%2026-03-312026-04-23

RSG REPUBLIC SVCS INC232 shares78.46%2026-03-312026-04-23

YETI YETI HLDGS INC1.4K shares55.97%2026-03-312026-04-23

TXT TEXTRON INC578 shares5.28%2026-03-312026-04-23

CVS CVS HEALTH CORP703 shares-1.54%2026-03-312026-04-23

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HE HAWAIIAN ELEC INDS INC MTN B3.4K shares-3.73%2026-03-312026-04-23

CUZ COUSINS PPTYS INC2.2K sharesnew addition2026-03-312026-04-23

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL587 shares16.70%2026-03-312026-04-23

FOXA FOX CORP851 shares15.00%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC251 shares-3.46%2026-03-312026-04-23

EGP EASTGROUP PPTYS INC268 shares0.00%2026-03-312026-04-23

LBRDK LIBERTY BROADBAND CORP985 shares-5.83%2026-03-312026-04-23

VAC MARRIOTT VACATIONS WORLDWIDE759 shares-15.76%2026-03-312026-04-23

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AMP AMERIPRISE FINL INC111 shares73.44%2026-03-312026-04-23

LAMR LAMAR ADVERTISING CO388 shares-3.00%2026-03-312026-04-23

ON ON SEMICONDUCTOR CORP792 shares-15.38%2026-03-312026-04-23

WCC WESCO INTL INC179 shares250.98%2026-03-312026-04-23

EPR EPR PPTYS979 shares25.51%2026-03-312026-04-23

SPB SPECTRUM BRANDS HOLDINGS INC662 shares-21.28%2026-03-312026-04-23

LW LAMB WESTON HLDGS INC1.2K shares4512.00%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW671 shares-6.28%2026-03-312026-04-23

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TER TERADYNE INC164 shares192.86%2026-03-312026-04-23

KRC KILROY REALTY CORP1.7K shares128.06%2026-03-312026-04-23

VMC VULCAN MATLS CO177 shares8.59%2026-03-312026-04-23

URI UNITED RENTALS INC66 shares-10.81%2026-03-312026-04-23

ENTG ENTEGRIS INC409 shares-33.71%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC486 shares18.25%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP179 shares250.98%2026-03-312026-04-23

AGCO AGCO CORP411 shares-16.12%2026-03-312026-04-23

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ORI OLD REP INTL CORP1.2K shares6.42%2026-03-312026-04-23

XRAY DENTSPLY SIRONA INC4.1K shares5.57%2026-03-312026-04-23

MDB MONGODB INC194 shares-2.51%2026-03-312026-04-23

NYT NEW YORK TIMES CO MTN BE567 shares313.87%2026-03-312026-04-23

TXG 10X GENOMICS INC2.2K shares-25.51%2026-03-312026-04-23

INTU INTUIT109 shares0.93%2026-03-312026-04-23

CGNX COGNEX CORP962 shares-23.41%2026-03-312026-04-23

SUI SUN CMNTYS INC374 shares-8.11%2026-03-312026-04-23

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MMC MARSH & MCLENNAN COS INC271 shares577.50%2026-03-312026-04-23

DOW DOW HLDGS INC1.1K sharesnew addition2026-03-312026-04-23

RVTY REVVITY INC531 shares5210.00%2026-03-312026-04-23

CAH CARDINAL HEALTH INC220 shares27.17%2026-03-312026-04-23

TDC TERADATA CORP DEL1.8K shares25800.00%2026-03-312026-04-23

UNM UNUM GROUP630 shares3.62%2026-03-312026-04-23

ENB ENBRIDGE INC844 shares-22.43%2026-03-312026-04-23

GM GENERAL MTRS CO612 shares119.35%2026-03-312026-04-23

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MTG MGIC INVT CORP WIS1.7K shares-15.74%2026-03-312026-04-23

ZS ZSCALER INC324 shares1520.00%2026-03-312026-04-23

RNG RINGCENTRAL INC1.2K shares598.29%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP696 shares148.57%2026-03-312026-04-23

CME CME GROUP INC153 shares1.32%2026-03-312026-04-23

WHR WHIRLPOOL CORP838 sharesnew addition2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW1.7K shares1.59%2026-03-312026-04-23

PWR QUANTA SVCS INC82 shares100.00%2026-03-312026-04-23

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NBIX NEUROCRINE BIOSCIENCES INC341 shares67.16%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC91 shares0.00%2026-03-312026-04-23

CPRT COPART INC1.4K shares129.20%2026-03-312026-04-23

LITE LUMENTUM HLDGS INC63 shares687.50%2026-03-312026-04-23

QXO QXO INC2.3K shares24.57%2026-03-312026-04-23

ESI ELEMENT SOLUTIONS INC1.3K shares0.71%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS294 shares0.00%2026-03-312026-04-23

SNOW SNOWFLAKE INC287 shares71.86%2026-03-312026-04-23

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PM PHILIP MORRIS INTL INC261 shares17.57%2026-03-312026-04-23

KMX CARMAX INC1.0K shares42.56%2026-03-312026-04-23

STT STATE STR CORP339 shares2.11%2026-03-312026-04-23

SHOP SHOPIFY INC360 shares-17.43%2026-03-312026-04-23

AVY AVERY DENNISON CORP247 shares-17.94%2026-03-312026-04-23

IYW ISHARES TR235 shares0.00%2026-03-312026-04-23

HCA HCA HEALTHCARE INC90 shares73.08%2026-03-312026-04-23

MLM MARTIN MARIETTA MATLS INC72 shares213.04%2026-03-312026-04-23

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FAST FASTENAL CO910 shares1.79%2026-03-312026-04-23

CUBE CUBESMART1.1K sharesnew addition2026-03-312026-04-23

AON PLC AON PLC129 shares258.33%2026-03-312026-04-23

BJ BJS WHSL CLUB HLDGS INC423 shares15.89%2026-03-312026-04-23

EBAY EBAY INC.454 shares557.97%2026-03-312026-04-23

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY525 shares0.00%2026-03-312026-04-23

THG HANOVER INS GROUP INC238 shares3.48%2026-03-312026-04-23

EQIX EQUINIX INC42 shares27.27%2026-03-312026-04-23

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MLI MUELLER INDS INC371 shares28.37%2026-03-312026-04-23

AVTR AVANTOR INC5.2K shares1599.68%2026-03-312026-04-23

BOTZ GLOBAL X FDS1.2K shares22.28%2026-03-312026-04-23

OMC OMNICOM GROUP INC544 shares39.13%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC196 shares34.25%2026-03-312026-04-23

FNB F N B CORP2.4K shares0.91%2026-03-312026-04-23

CORPAY INC CORPAY INC140 shares150.00%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC100 shares0.00%2026-03-312026-04-23

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GSEW GOLDMAN SACHS ETF TR476 shares0.00%2026-03-312026-04-23

EXC EXELON CORP818 shares2.12%2026-03-312026-04-23

ALLY ALLY FINL INC1.0K shares30.81%2026-03-312026-04-23

BMRN BIOMARIN PHARMACEUTICAL INC705 shares21.76%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II167 sharesnew addition2026-03-312026-04-23

UHS UNIVERSAL HLTH SVCS INC221 shares-5.96%2026-03-312026-04-23

GMED GLOBUS MED INC458 shares16.24%2026-03-312026-04-23

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IJS ISHARES TR332 shares0.00%2026-03-312026-04-23

NUE NUCOR CORP232 shares1.75%2026-03-312026-04-23

IWD ISHARES TR183 shares0.00%2026-03-312026-04-23

PFG PRINCIPAL FINANCIAL GROUP IN433 shares0.00%2026-03-312026-04-23

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FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW362 shares72.38%2026-03-312026-04-23

REYN REYNOLDS CONSUMER PRODS INC1.8K shares4657.89%2026-03-312026-04-23

JKHY HENRY JACK & ASSOC INC242 shares3933.33%2026-03-312026-04-23

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AAOI APPLIED OPTOELECTRONICS INC450 shares-10.00%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP208 shares-53.57%2026-03-312026-04-23

IYH ISHARES TR615 shares0.00%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD302 shares15000.00%2026-03-312026-04-23

TKR TIMKEN CO376 shares1.90%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION288 shares747.06%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD392 shares26.45%2026-03-312026-04-23

CTVA CORTEVA INC449 shares16.32%2026-03-312026-04-23

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AGO ASSURED GUARANTY LTD453 shares8.11%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR334 shares0.00%2026-03-312026-04-23

AIG AMERICAN INTL GROUP INC485 shares-4.53%2026-03-312026-04-23

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FE FIRSTENERGY CORP717 shares0.28%2026-03-312026-04-23

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MSM MSC INDL DIRECT INC392 shares-31.94%2026-03-312026-04-23

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HOLX HOLOGIC INC476 shares-1.65%2026-03-312026-04-23

TTEK TETRA TECH INC NEW1.2K shares-0.67%2026-03-312026-04-23

THC TENET HEALTHCARE CORP188 shares-25.69%2026-03-312026-04-23

HSBC HSBC HLDGS PLC426 shares0.00%2026-03-312026-04-23

DFAC

DIMENSIONAL ETF TRUST

1.32%

Shares9.2M

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

3.47%

Shares2.0M

Event2026-03-31

Filed2026-04-23

DUSB

DIMENSIONAL ETF TRUST

14.74%

Shares737.7K

Event2026-03-31

Filed2026-04-23

VCRB

VANGUARD MALVERN FDS

13.51%

Shares437.2K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

3.08%

Shares455.3K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.17%

Shares19.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-7.08%

Shares66.4K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

12.77%

Shares319.4K

Event2026-03-31

Filed2026-04-23

AVUS

AMERICAN CENTY ETF TR

28.17%

Shares140.5K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

8.57%

Shares176.0K

Event2026-03-31

Filed2026-04-23

HRL

HORMEL FOODS CORP

0.09%

Shares474.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

19.89%

Shares58.0K

Event2026-03-31

Filed2026-04-23

AMERICAN CENTY ETF TR

New

Shares205.2K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

-2.03%

Shares270.8K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

10.66%

Shares329.5K

Event2026-03-31

Filed2026-04-23

VBIL

VANGUARD INSTL INDEX FD

-4.08%

Shares115.4K

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

-0.21%

Shares210.3K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

0.16%

Shares192.2K

Event2026-03-31

Filed2026-04-23

AVDE

AMERICAN CENTY ETF TR

53.90%

Shares57.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

8.30%

Shares15.6K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

-1.33%

Shares111.3K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

2.60%

Shares29.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.47%

Shares12.4K

Event2026-03-31

Filed2026-04-23

VYMI

VANGUARD WHITEHALL FDS

15.80%

Shares36.6K

Event2026-03-31

Filed2026-04-23

VISA INC

-1.28%

Shares11.0K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-8.75%

Shares10.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-12.49%

Shares8.3K

Event2026-03-31

Filed2026-04-23

ANDE

ANDERSONS INC

0.00%

Shares40.0K

Event2026-03-31

Filed2026-04-23

WSBC

WESBANCO INC

-3.92%

Shares71.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

22.44%

Shares11.5K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares30.8K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-15.49%

Shares6.2K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

0.48%

Shares21.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

9.09%

Shares2.3K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

0.06%

Shares20.2K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-9.73%

Shares8.7K

Event2026-03-31

Filed2026-04-23

VCRM

VANGUARD MUN BD FDS

1.02%

Shares17.9K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares26.2K

Event2026-03-31

Filed2026-04-23

UMBF

UMB FINL CORP

0.04%

Shares11.0K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

18.22%

Shares1.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

6.66%

Shares8.2K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

0.11%

Shares21.2K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-2.00%

Shares4.4K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

18.28%

Shares1.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-41.53%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

0.05%

Shares10.4K

Event2026-03-31

Filed2026-04-23

WELL

WELLTOWER INC

-9.23%

Shares4.6K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-4.17%

Shares11.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

8.75%

Shares4.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

12.34%

Shares2.3K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

-26.96%

Shares8.8K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-2.20%

Shares4.2K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

3.64%

Shares7.1K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

286.04%

Shares2.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.71%

Shares2.4K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-29.54%

Shares2.4K

Event2026-03-31

Filed2026-04-23