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The Analysis of Smartleaf Asset Management LLC's Holdings & P&L

Currently, Smartleaf Asset Management LLC holds 3510 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in DFUS (+328.1K shares, valued at $22.6M), N/A (+5.7M shares, valued at $16.7M), DFIV (+312.5K shares, valued at $16.1M); decreased their positions in SPY (-9.8K shares, valued at $6.2M), SPYG (-33.0K shares, valued at $3.1M), IWD (-11.5K shares, valued at $2.4M); initiated new positions in N/A (+5.7M shares, valued at $16.7M), VTC (+57.1K shares, valued at $4.4M), FESM (+67.0K shares, valued at $2.5M).

1M P&L

+21.4M+0.81%

3M P&L

-74.0M-2.70%

HY P&L

+85.7M+3.32%

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/A1.5B

62.5%

2Semiconductors89.5M

3.6%

3Consumer Electronics80.0M

3.3%

Top Industries by Stock Count

1N/A842 stocks

25.4%

2Banks - Regional195 stocks

5.9%

3Biotechnology138 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST1.9M shares21.34%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST1.5M shares5.09%2026-03-312026-05-15

IVV ISHARES TR142.2K shares13.04%2026-03-312026-05-15

AAPL APPLE INC318.3K shares10.64%2026-03-312026-05-15

NVDA NVIDIA CORPORATION363.2K shares3.70%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST1.6M shares-0.72%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F1.1M shares18.12%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST1.1M shares40.52%2026-03-312026-05-15

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AGG ISHARES TR551.1K shares25.36%2026-03-312026-05-15

IEFA ISHARES TR530.6K shares41.32%2026-03-312026-05-15

MSFT MICROSOFT CORP114.8K shares0.02%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST847.2K shares2.45%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST975.4K shares9.01%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS59.8K shares33.00%2026-03-312026-05-15

MGV VANGUARD WORLD FD216.7K shares-1.73%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS486.7K shares20.90%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC143.4K shares3.07%2026-03-312026-05-15

ALPHABET INC ALPHABET INC90.2K shares1.13%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS322.6K shares69.73%2026-03-312026-05-15

VUG VANGUARD INDEX FDS54.0K shares22.64%2026-03-312026-05-15

BROADCOM INC BROADCOM INC68.5K shares8.54%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST513.4K shares6.87%2026-03-312026-05-15

ALPHABET INC ALPHABET INC69.8K shares4.75%2026-03-312026-05-15

META META PLATFORMS INC35.1K shares5.03%2026-03-312026-05-15

Sponsored

VT VANGUARD INTL EQUITY INDEX F134.5K shares12.35%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO59.1K shares5.67%2026-03-312026-05-15

NANO LABS LTD NANO LABS LTD5.7M sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.7K shares3.38%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR150.1K shares-8.44%2026-03-312026-05-15

DGRW WISDOMTREE TR180.5K shares-12.92%2026-03-312026-05-15

VTV VANGUARD INDEX FDS80.0K shares15.23%2026-03-312026-05-15

CGBL CAPITAL GROUP CORE BALANCED426.7K shares6.57%2026-03-312026-05-15

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RLY SSGA ACTIVE ETF TR400.2K shares29.83%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI581.0K shares21.09%2026-03-312026-05-15

QGRW WISDOMTREE TR277.4K shares5.92%2026-03-312026-05-15

CGDG CAPITAL GROUP DIVIDEND GROWE397.9K shares3.21%2026-03-312026-05-15

HDV ISHARES TR101.3K shares33.41%2026-03-312026-05-15

TSLA TESLA INC38.2K shares6.27%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON56.0K shares4.45%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS164.5K shares18.36%2026-03-312026-05-15

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VTI VANGUARD INDEX FDS41.1K shares28.08%2026-03-312026-05-15

LLY ELI LILLY & CO14.0K shares3.04%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T455.5K shares5.55%2026-03-312026-05-15

PVAL PUTNAM ETF TRUST265.3K shares-2.81%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST169.0K shares-1.77%2026-03-312026-05-15

CGGE CAPITAL GROUP GLOBAL EQUITY394.3K shares9.05%2026-03-312026-05-15

XOM EXXON MOBIL CORP64.9K shares10.23%2026-03-312026-05-15

AGGY WISDOMTREE TR251.3K shares3.92%2026-03-312026-05-15

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IEMG ISHARES INC159.2K shares23.83%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS96.3K shares-1.03%2026-03-312026-05-15

VB VANGUARD INDEX FDS39.6K shares16.28%2026-03-312026-05-15

USRT ISHARES TR171.7K shares16.58%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION10.0K shares6.26%2026-03-312026-05-15

WMT WALMART INC80.1K shares5.51%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS157.5K shares17.41%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF245.7K shares11.24%2026-03-312026-05-15

Sponsored

MBB ISHARES TR97.8K shares3.94%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS184.6K shares12.33%2026-03-312026-05-15

V VISA INC30.6K shares2.86%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS155.6K shares1060.97%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T345.9K shares6.51%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR317.6K shares5.54%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS183.7K shares-11.23%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET230.3K shares9.34%2026-03-312026-05-15

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F159.5K shares32.44%2026-03-312026-05-15

DCOR DIMENSIONAL ETF TRUST115.9K shares0.44%2026-03-312026-05-15

ABBV ABBVIE INC36.7K shares5.36%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT240.7K shares14.25%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS161.1K shares6.18%2026-03-312026-05-15

CVX CHEVRON CORPORATION35.6K shares9.02%2026-03-312026-05-15

VBR VANGUARD INDEX FDS34.5K shares14.70%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F130.7K shares37.28%2026-03-312026-05-15

Sponsored

USIG ISHARES TR135.3K shares39.93%2026-03-312026-05-15

NFLX NETFLIX INC.71.6K shares-2.72%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP32.7K shares0.31%2026-03-312026-05-15

MA MASTERCARD INCORPORATED13.1K shares3.37%2026-03-312026-05-15

IWF ISHARES TR15.5K shares1.28%2026-03-312026-05-15

SPYM SPDR SERIES TRUST83.5K shares14.58%2026-03-312026-05-15

CGCP CAPITAL GRP FIXED INCM ETF T277.8K shares5.91%2026-03-312026-05-15

XNTK SPDR SERIES TRUST25.1K shares30.48%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO41.8K shares9.29%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR198.4K shares-21.87%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC18.8K shares9.85%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE144.6K shares7.77%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD87.7K shares15.29%2026-03-312026-05-15

AMAT APPLIED MATLS INC18.0K shares9.93%2026-03-312026-05-15

COP CONOCOPHILLIPS43.6K shares7.89%2026-03-312026-05-15

MUB ISHARES TR54.3K shares25.01%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST59.8K shares-35.57%2026-03-312026-05-15

GOVT ISHARES TR242.0K shares64.33%2026-03-312026-05-15

VO VANGUARD INDEX FDS19.4K shares29.93%2026-03-312026-05-15

KO COCA COLA CO70.7K shares8.36%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS57.9K shares11.40%2026-03-312026-05-15

HYD VANECK ETF TRUST105.7K shares46.12%2026-03-312026-05-15

HD HOME DEPOT INC16.0K shares2.48%2026-03-312026-05-15

CAT CATERPILLAR INC7.8K shares11.08%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC66.5K shares4.94%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST153.1K shares8.73%2026-03-312026-05-15

BAC BANK AMERICA CORP106.8K shares0.82%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T7.9K shares-55.18%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC6.2K shares4.82%2026-03-312026-05-15

IVW ISHARES TR45.6K shares-2.45%2026-03-312026-05-15

VLO VALERO ENERGY CORP19.6K shares0.38%2026-03-312026-05-15

FDEM FIDELITY COVINGTON TRUST160.4K shares0.53%2026-03-312026-05-15

Sponsored

SPDW SPDR INDEX SHS FDS109.9K shares4.09%2026-03-312026-05-15

WTV WISDOMTREE TR51.8K shares1.71%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC24.1K shares5.40%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC40.0K shares8.44%2026-03-312026-05-15

CGMM CAPITAL GROUP EQUITY ETF TR164.4K shares14.66%2026-03-312026-05-15

MCD MCDONALDS CORP15.0K shares5.85%2026-03-312026-05-15

TJX TJX COS INC NEW28.8K shares8.37%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST130.0K shares-3.03%2026-03-312026-05-15

Sponsored

RTX RTX CORPORATION23.6K shares9.45%2026-03-312026-05-15

VTC VANGUARD SCOTTSDALE FDS57.1K sharesnew addition2026-03-312026-05-15

FLCB FRANKLIN TEMPLETON ETF TR202.6K shares-11.95%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS47.3K shares5.95%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR95.2K shares-12.05%2026-03-312026-05-15

IGSB ISHARES TR81.8K shares7.29%2026-03-312026-05-15

VBK VANGUARD INDEX FDS14.7K shares13.19%2026-03-312026-05-15

DDWM WISDOMTREE TR98.7K shares49.96%2026-03-312026-05-15

Sponsored

T AT&T INC145.5K shares22.22%2026-03-312026-05-15

EFV ISHARES TR56.8K shares-2.76%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS52.8K shares3.82%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC11.7K shares6.31%2026-03-312026-05-15

IWD ISHARES TR19.1K shares-37.53%2026-03-312026-05-15

ASML ASML HLDG NV3.2K shares6.36%2026-03-312026-05-15

ITA ISHARES TR18.6K shares927.07%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS18.5K shares0.94%2026-03-312026-05-15

Sponsored

TLH ISHARES TR38.6K shares-4.86%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC27.7K shares6.82%2026-03-312026-05-15

ORCL ORACLE CORP27.4K shares6.05%2026-03-312026-05-15

XSOE WISDOMTREE TR98.0K shares-1.08%2026-03-312026-05-15

MUNI PIMCO ETF TR72.5K shares52.93%2026-03-312026-05-15

WFC WELLS FARGO & CO49.0K shares11.18%2026-03-312026-05-15

SO SOUTHERN CO38.8K shares6.93%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE13.7K shares4.73%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR155.3K shares52.53%2026-03-312026-05-15

DIVI FRANKLIN TEMPLETON ETF TR95.2K shares6.42%2026-03-312026-05-15

LINDE PLC LINDE PLC7.3K shares22.28%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC22.0K shares18.29%2026-03-312026-05-15

IGIB ISHARES TR68.4K shares-13.41%2026-03-312026-05-15

IWB ISHARES TR10.4K shares10.16%2026-03-312026-05-15

GEV GE VERNOVA INC4.4K shares10.50%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS24.5K shares-2.16%2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.4K shares4.72%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS14.9K shares3.37%2026-03-312026-05-15

MS MORGAN STANLEY22.2K shares9.57%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST62.1K shares-2.20%2026-03-312026-05-15

DGRO ISHARES TR50.1K shares14.75%2026-03-312026-05-15

EFG ISHARES TR32.1K shares-39.03%2026-03-312026-05-15

PHYL PGIM ETF TR97.6K shares34.58%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW25.5K shares4.73%2026-03-312026-05-15

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR135.0K shares3.83%2026-03-312026-05-15

NEE NEXTERA ENERGY INC36.1K shares4.16%2026-03-312026-05-15

PEP PEPSICO INC21.2K shares10.64%2026-03-312026-05-15

KLAC KLA CORP2.4K shares5.45%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR81.1K shares-12.11%2026-03-312026-05-15

ADI ANALOG DEVICES INC10.6K shares13.36%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC63.7K shares8.62%2026-03-312026-05-15

GSY INVESCO ACTIVELY MANAGED EXC63.5K shares54.14%2026-03-312026-05-15

Sponsored

AVDV AMERICAN CENTY ETF TR32.4K shares-0.78%2026-03-312026-05-15

VDC VANGUARD WORLD FD13.9K shares1856.06%2026-03-312026-05-15

SHY ISHARES TR37.0K shares33.10%2026-03-312026-05-15

ABT ABBOTT LABORATORIES29.8K shares-1.77%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO10.2K shares-1.11%2026-03-312026-05-15

SRLN SSGA ACTIVE ETF TR75.6K shares62.13%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC6.3K shares4.75%2026-03-312026-05-15

CRM SALESFORCE INC16.2K shares-3.36%2026-03-312026-05-15

Sponsored

PRXG PRAXIS FDS94.4K shares3.99%2026-03-312026-05-15

NBFC NEUBERGER BERMAN ETF TRUST59.8K shares20.20%2026-03-312026-05-15

PRXV PRAXIS FDS97.2K shares-0.41%2026-03-312026-05-15

AMGN AMGEN INC8.4K shares10.56%2026-03-312026-05-15

USMC PRINCIPAL EXCHANGE TRADED FD46.6K shares-10.42%2026-03-312026-05-15

ONEQ FIDELITY COMWLTH TR35.5K shares-1.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC27.1K shares0.92%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY95.7K shares10.88%2026-03-312026-05-15

Sponsored

DE DEERE & CO5.2K shares14.10%2026-03-312026-05-15

TXN TEXAS INSTRS INC15.1K shares14.02%2026-03-312026-05-15

IYF ISHARES TR24.2K shares-7.51%2026-03-312026-05-15

GILD GILEAD SCIENCES INC20.4K shares18.10%2026-03-312026-05-15

IYJ ISHARES TR19.3K shares-0.59%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC2.9K shares-1.87%2026-03-312026-05-15

SPYV SPDR SERIES TRUST48.5K shares64.79%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC12.1K shares-4.95%2026-03-312026-05-15

Sponsored

FTSD FRANKLIN ETF TR29.4K shares66.36%2026-03-312026-05-15

NVS NOVARTIS AG17.5K shares7.16%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR24.3K shares-1.01%2026-03-312026-05-15

SYK STRYKER CORPORATION8.0K shares4.05%2026-03-312026-05-15

LOW LOWES COS INC11.2K shares8.29%2026-03-312026-05-15

SPSM SPDR SERIES TRUST55.4K shares45.14%2026-03-312026-05-15

CME CME GROUP INC8.8K shares22.17%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC9.9K shares5.06%2026-03-312026-05-15

Sponsored

ALPS ETF TR ALPS ETF TR48.8K shares44.24%2026-03-312026-05-15

QUAL ISHARES TR13.9K shares-6.24%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC12.7K shares3.52%2026-03-312026-05-15

IJH ISHARES TR39.0K shares20.23%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC620 shares-5.05%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST58.2K shares-1.49%2026-03-312026-05-15

APH AMPHENOL CORP21.4K shares10.97%2026-03-312026-05-15

SMMD ISHARES TR34.2K shares-12.78%2026-03-312026-05-15

Sponsored

CB CHUBB LTD SWITZ7.7K shares3.66%2026-03-312026-05-15

UNP UNION PAC CORP10.4K shares8.05%2026-03-312026-05-15

HON HONEYWELL INTL INC11.2K shares11.24%2026-03-312026-05-15

IYH ISHARES TR41.1K shares-3.34%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP13.9K shares5.21%2026-03-312026-05-15

IUSB ISHARES TR53.7K shares15.15%2026-03-312026-05-15

FESM FIDELITY COVINGTON TRUST67.0K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP59.3K shares8.06%2026-03-312026-05-15

Sponsored

IVE ISHARES TR11.6K shares4.43%2026-03-312026-05-15

MO ALTRIA GROUP INC35.9K shares19.29%2026-03-312026-05-15

ANGL VANECK ETF TRUST83.5K shares14.13%2026-03-312026-05-15

EMR EMERSON ELEC CO19.2K shares5.48%2026-03-312026-05-15

NEAR ISHARES U S ETF TR46.4K shares-13.09%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR56.2K shares9.84%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO39.4K shares15.54%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC5.2K shares0.39%2026-03-312026-05-15

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD133.0K shares22.29%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS33.8K shares6.00%2026-03-312026-05-15

SPAB SPDR SERIES TRUST90.4K shares1.99%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR45.3K shares10.65%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F31.4K shares16.69%2026-03-312026-05-15

IJR ISHARES TR18.7K shares-10.38%2026-03-312026-05-15

WM WASTE MGMT INC DEL9.8K shares14.98%2026-03-312026-05-15

DIS DISNEY WALT CO23.8K shares8.47%2026-03-312026-05-15

Sponsored

NOW SERVICENOW INC21.2K shares-0.57%2026-03-312026-05-15

MTUM ISHARES TR9.6K shares-0.45%2026-03-312026-05-15

TMUS T-MOBILE US INC10.3K shares9.06%2026-03-312026-05-15

HSBC HSBC HLDGS PLC27.4K shares5.07%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP23.3K shares11.05%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW6.7K shares16.72%2026-03-312026-05-15

NEM NEWMONT CORP20.7K shares30.61%2026-03-312026-05-15

FLQM FRANKLIN TEMPLETON ETF TR39.5K shares-0.03%2026-03-312026-05-15

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SBUX STARBUCKS CORP24.5K shares12.12%2026-03-312026-05-15

MPC MARATHON PETE CORP8.6K shares6.11%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC8.3K shares1.39%2026-03-312026-05-15

SPGI S&P GLOBAL INC5.0K shares-11.93%2026-03-312026-05-15

USFR WISDOMTREE TR41.4K shares11.72%2026-03-312026-05-15

FLHY FRANKLIN TEMPLETON ETF TR86.9K shares-12.70%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN13.1K shares2.10%2026-03-312026-05-15

SHEL SHELL PLC22.1K shares3.53%2026-03-312026-05-15

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BSVO EA SERIES TRUST81.3K shares-4.73%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC10.4K sharesnew addition2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST60.4K shares-3.22%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC4.5K shares13.93%2026-03-312026-05-15

QSIG WISDOMTREE TR41.3K shares2.62%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC23.3K shares8.94%2026-03-312026-05-15

BIL SPDR SERIES TRUST21.7K shares117.16%2026-03-312026-05-15

WMB WILLIAMS COS INC27.1K shares2.85%2026-03-312026-05-15

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PH PARKER-HANNIFIN CORP2.3K shares5.97%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II26.4K shares530.77%2026-03-312026-05-15

CVS CVS HEALTH CORP27.2K shares4.47%2026-03-312026-05-15

DBEF DBX ETF TR39.4K shares14061.87%2026-03-312026-05-15

ENB ENBRIDGE INC34.5K shares2.12%2026-03-312026-05-15

INTU INTUIT4.4K shares-16.66%2026-03-312026-05-15

PIEQ PRINCIPAL EXCHANGE TRADED FD57.0K shares4.56%2026-03-312026-05-15

APG API GROUP CORP47.6K shares0.06%2026-03-312026-05-15

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MCK MCKESSON CORP2.2K shares5.78%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC16.0K shares5.77%2026-03-312026-05-15

DGCB DIMENSIONAL ETF TRUST34.3K shares22.79%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares-3.03%2026-03-312026-05-15

HCA HCA HEALTHCARE INC3.9K shares9.22%2026-03-312026-05-15

QHY WISDOMTREE TR40.5K shares2.94%2026-03-312026-05-15

PULS PGIM ETF TR36.6K shares97.00%2026-03-312026-05-15

ECL ECOLAB INC6.9K shares5.74%2026-03-312026-05-15

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AVDE AMERICAN CENTY ETF TR21.9K shares0.03%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR14.1K shares0.68%2026-03-312026-05-15

DHR DANAHER CORP DEL9.8K shares1.48%2026-03-312026-05-15

SLB SLB LIMITED34.9K shares5.12%2026-03-312026-05-15

FLOT ISHARES TR35.3K shares93.61%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP5.9K shares9.06%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP2.6K shares8.83%2026-03-312026-05-15

PWR QUANTA SVCS INC3.3K shares40.27%2026-03-312026-05-15

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SPEM SPDR INDEX SHS FDS38.2K shares15.87%2026-03-312026-05-15

OVL LISTED FDS TR35.6K shares0.65%2026-03-312026-05-15

CMI CUMMINS INC3.4K shares9.13%2026-03-312026-05-15

SAN BANCO SANTANDER SA160.4K shares2.71%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP2.9K shares10.12%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC24.4K shares4.84%2026-03-312026-05-15

LQD ISHARES TR15.7K shares-10.03%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS34.0K shares5.22%2026-03-312026-05-15

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VLU SPDR SERIES TRUST8.1K shares-31.11%2026-03-312026-05-15

QCOM QUALCOMM INC13.3K shares-6.35%2026-03-312026-05-15

DFGX DIMENSIONAL ETF TRUST32.1K shares25.23%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC28.6K shares0.37%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.4K shares-3.90%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST39.4K shares17.32%2026-03-312026-05-15

PLD PROLOGIS INC.12.8K shares32.12%2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO100.4K shares2.68%2026-03-312026-05-15

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BSCW INVESCO EXCH TRD SLF IDX FD79.8K shares-0.08%2026-03-312026-05-15

USMV ISHARES TR17.8K shares7.38%2026-03-312026-05-15

JVAL J P MORGAN EXCHANGE TRADED F34.3K sharesnew addition2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS24.7K shares59.11%2026-03-312026-05-15

EES WISDOMTREE TR28.2K shares12.16%2026-03-312026-05-15

PYLD PIMCO ETF TR61.4K shares-0.12%2026-03-312026-05-15

WELL WELLTOWER INC8.2K shares12.13%2026-03-312026-05-15

USB US BANCORP31.2K shares26.24%2026-03-312026-05-15

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CAI CARIS LIFE SCIENCES INC94.1K sharesnew addition2026-03-312026-05-15

PFE PFIZER INC56.7K shares17.49%2026-03-312026-05-15

DFNM DIMENSIONAL ETF TRUST32.9K shares94.41%2026-03-312026-05-15

IAGG ISHARES TR31.5K shares14.73%2026-03-312026-05-15

GLW CORNING INC12.2K shares8.22%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR62.8K shares16.98%2026-03-312026-05-15

FDX FEDEX CORP4.6K shares9.95%2026-03-312026-05-15

WAB WABTEC6.5K shares-3.90%2026-03-312026-05-15

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AMP AMERIPRISE FINL INC3.5K shares2.18%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS15.8K shares133.60%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR62.8K shares20.08%2026-03-312026-05-15

GM GENERAL MTRS CO21.0K shares8.85%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC5.2K shares6.46%2026-03-312026-05-15

CSX CSX CORP38.0K shares9.03%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC8.6K shares0.85%2026-03-312026-05-15

CBRE CBRE GROUP INC11.3K shares-11.70%2026-03-312026-05-15

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CL COLGATE PALMOLIVE CO17.5K shares14.52%2026-03-312026-05-15

CMCSA COMCAST CORP NEW51.0K shares12.46%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T20.1K shares4456.82%2026-03-312026-05-15

IBTL ISHARES TR72.2K shares-0.09%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS5.1K shares107.14%2026-03-312026-05-15

ESGU ISHARES TR10.6K shares-13.27%2026-03-312026-05-15

BA BOEING CO7.7K shares29.87%2026-03-312026-05-15

SMFG SUMITOMO MITSUI FIN GRP INC76.0K shares16.52%2026-03-312026-05-15

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SAP SAP SE8.6K shares-7.57%2026-03-312026-05-15

ITOT ISHARES TR10.4K shares-1.10%2026-03-312026-05-15

MCO MOODYS CORP3.3K shares-5.69%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP5.6K shares39.46%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP5.5K shares2.28%2026-03-312026-05-15

HEQT SIMPLIFY EXCHANGE TRADED FUN45.7K shares15.24%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC5.2K shares11.61%2026-03-312026-05-15

IWN ISHARES TR7.6K shares32.20%2026-03-312026-05-15

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BBVA BANCO BILBAO VIZCAYA ARGENTA68.4K shares2.87%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP4.9K shares0.53%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN6.7K shares-8.97%2026-03-312026-05-15

L LOEWS CORP13.0K shares-0.48%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP21.7K shares-6.74%2026-03-312026-05-15

GLD SPDR GOLD TR3.3K shares11.42%2026-03-312026-05-15

VXUS VANGUARD STAR FDS18.3K shares17.82%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.0K shares5.61%2026-03-312026-05-15

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SCHZ SCHWAB STRATEGIC TR58.6K shares3.61%2026-03-312026-05-15

BWX SPDR SERIES TRUST62.5K shares110.11%2026-03-312026-05-15

EQIX EQUINIX INC1.4K shares42.25%2026-03-312026-05-15

DBND DOUBLELINE ETF TRUST29.4K shares0.02%2026-03-312026-05-15

CMF ISHARES TR23.5K shares12.72%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY21.9K shares1.96%2026-03-312026-05-15

TM TOYOTA MOTOR CORP6.5K shares5.11%2026-03-312026-05-15

LDUR PIMCO ETF TR13.8K sharesnew addition2026-03-312026-05-15

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AME AMETEK INC6.3K shares1.65%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS15.2K shares0.57%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR16.7K shares2.90%2026-03-312026-05-15

XTEN BONDBLOXX ETF TRUST28.2K shares6.39%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST27.1K shares5.87%2026-03-312026-05-15

UVSP UNIVEST FINANCIAL CORPORATIO38.0K shares-0.13%2026-03-312026-05-15

TFC TRUIST FINL CORP28.7K shares4.65%2026-03-312026-05-15

IYK ISHARES TR18.2K shares46484.62%2026-03-312026-05-15

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THRO BLACKROCK ETF TRUST35.5K shares-11.19%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC3.3K shares15.20%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR14.6K shares82.72%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO3.9K shares-0.83%2026-03-312026-05-15

BP BP PLC25.9K shares1.39%2026-03-312026-05-15

PGR PROGRESSIVE CORP6.1K shares0.93%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE13.4K shares-20.63%2026-03-312026-05-15

IWM ISHARES TR5.0K shares-10.57%2026-03-312026-05-15

Sponsored

BCS BARCLAYS PLC59.6K shares8.74%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW16.8K shares7.01%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND2.6K shares25.74%2026-03-312026-05-15

DAL DELTA AIR LINES INC18.8K shares3.31%2026-03-312026-05-15

AVSF AMERICAN CENTY ETF TR25.4K sharesnew addition2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC19.7K shares21.22%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC7.7K shares16.60%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC4.0K shares7.14%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC4.9K shares-21.74%2026-03-312026-05-15

BHP BHP BILLITON LIMITED17.0K shares13.56%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION9.3K shares5.01%2026-03-312026-05-15

IWO ISHARES TR3.8K shares30.37%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC2.0K shares7.17%2026-03-312026-05-15

PSC PRINCIPAL EXCHANGE TRADED FD20.6K shares9.93%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC12.5K shares7.90%2026-03-312026-05-15

AMT AMERICAN TOWER CORP6.7K shares20.15%2026-03-312026-05-15

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NUW NUVEEN AMT-FREE MUN VALUE FD82.4K shares-1.17%2026-03-312026-05-15

IWV ISHARES TR3.2K shares0.13%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC10.2K shares45.10%2026-03-312026-05-15

OKE ONEOK INC NEW12.2K shares3.75%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC8.6K shares12.29%2026-03-312026-05-15

ADSK AUTODESK INC4.7K shares-3.81%2026-03-312026-05-15

MET METLIFE INC16.2K shares-15.40%2026-03-312026-05-15

GSK PLC GSK PLC20.4K shares36.85%2026-03-312026-05-15

Sponsored

BTI BRITISH AMERN TOB PLC18.8K shares10.62%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC2.7K shares12.02%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I3.7K shares5.34%2026-03-312026-05-15

SONY SONY GROUP CORP53.5K shares1.34%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST34.2K shares26.68%2026-03-312026-05-15

MFG MIZUHO FINANCIAL GROUP INC139.4K shares13.91%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR7.4K shares508.14%2026-03-312026-05-15

ING ING GROEP N.V.42.9K shares4.48%2026-03-312026-05-15

Sponsored

TGT TARGET CORP8.7K shares12.73%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR33.8K shares1.37%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST29.4K shares-7.95%2026-03-312026-05-15

APP APPLOVIN CORP2.7K shares6.55%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP8.6K shares4.45%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC36.2K shares36.37%2026-03-312026-05-15

RIO RIO TINTO PLC11.0K shares7.50%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR6.2K shares3.72%2026-03-312026-05-15

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FANG DIAMONDBACK ENERGY INC4.9K shares15.95%2026-03-312026-05-15

SNY SANOFI SA20.7K shares-8.29%2026-03-312026-05-15

MGC VANGUARD WORLD FD4.2K shares-0.21%2026-03-312026-05-15

CMS CMS ENERGY CORP12.4K shares-3.20%2026-03-312026-05-15

CTVA CORTEVA INC11.5K shares9.48%2026-03-312026-05-15

NATIONAL GRID PLC NATIONAL GRID PLC11.3K shares19.81%2026-03-312026-05-15

EPI WISDOMTREE TR24.0K shares5.88%2026-03-312026-05-15

SNDK SANDISK CORP1.7K shares-28.80%2026-03-312026-05-15

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F FORD MTR CO83.9K shares3.16%2026-03-312026-05-15

KRE SPDR SERIES TRUST14.7K sharesnew addition2026-03-312026-05-15

EMXC ISHARES INC12.4K shares66.04%2026-03-312026-05-15

EOG EOG RES INC6.2K shares12.72%2026-03-312026-05-15

GWW WW GRAINGER INC878 shares5.91%2026-03-312026-05-15

RSG REPUBLIC SVCS INC4.2K shares-2.97%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR28.9K shares14.48%2026-03-312026-05-15

OEF ISHARES TR3.0K shares-18.73%2026-03-312026-05-15

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YLD PRINCIPAL EXCHANGE TRADED FD48.9K shares22.46%2026-03-312026-05-15

SNPS SYNOPSYS INC2.4K shares-24.48%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW5.0K shares15.78%2026-03-312026-05-15

MMM 3M CO6.4K shares-2.87%2026-03-312026-05-15

HBAN HUNTINGTON BANCSHARES INC59.9K shares11.43%2026-03-312026-05-15

SRE SEMPRA9.3K shares5.54%2026-03-312026-05-15

PSX PHILLIPS 664.8K shares14.71%2026-03-312026-05-15

XEL XCEL ENERGY INC11.2K shares6.47%2026-03-312026-05-15

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DLR DIGITAL RLTY TR INC5.1K shares21.30%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F17.4K shares-0.07%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP3.4K shares10.69%2026-03-312026-05-15

PY PRINCIPAL EXCHANGE TRADED FD17.2K shares-17.11%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F19.0K shares189.57%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL25.7K shares-4.13%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR32.4K shares13.66%2026-03-312026-05-15

EFA ISHARES TR9.1K shares-23.35%2026-03-312026-05-15

Sponsored

SCZ ISHARES TR11.3K shares5.72%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY3.0K shares-3.39%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC2.4K shares6.45%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC4.3K shares34.97%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC2.0K shares18.28%2026-03-312026-05-15

AZO AUTOZONE INC250 shares16.82%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC7.5K sharesnew addition2026-03-312026-05-15

ALL ALLSTATE CORP4.0K shares16.15%2026-03-312026-05-15

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FCX FREEPORT MCMORAN INC15.1K shares19.33%2026-03-312026-05-15

EXC EXELON CORP16.7K shares16.58%2026-03-312026-05-15

IYW ISHARES TR4.7K shares-21.48%2026-03-312026-05-15

FAST FASTENAL CO18.1K shares5.63%2026-03-312026-05-15

MTB M & T BK CORP4.0K shares1.16%2026-03-312026-05-15

URI UNITED RENTALS INC1.1K shares10.90%2026-03-312026-05-15

ROST ROSS STORES INC3.8K shares7.73%2026-03-312026-05-15

LYG LLOYDS BANKING GROUP PLC164.1K shares81.07%2026-03-312026-05-15

Sponsored

TER TERADYNE INC2.8K shares-6.17%2026-03-312026-05-15

KR KROGER CO10.6K shares-1.28%2026-03-312026-05-15

TRGP TARGA RES CORP3.1K shares12.87%2026-03-312026-05-15

IWX ISHARES TR8.5K shares0.00%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC8.1K shares6.84%2026-03-312026-05-15

SPSK TIDAL TRUST I42.9K shares0.00%2026-03-312026-05-15

LNG CHENIERE ENERGY INC2.6K shares21.65%2026-03-312026-05-15

BDX BECTON DICKINSON & CO4.8K shares5.93%2026-03-312026-05-15

Sponsored

AIG AMERICAN INTL GROUP INC9.9K shares11.14%2026-03-312026-05-15

RELX RELX PLC22.1K shares15.84%2026-03-312026-05-15

D DOMINION ENERGY INC11.6K shares2.12%2026-03-312026-05-15

CGHM CAPITAL GRP FIXED INCM ETF T28.3K shares12.75%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO3.0K shares15.48%2026-03-312026-05-15

VGT VANGUARD WORLD FD1.1K shares18.26%2026-03-312026-05-15

MAIN MAIN STR CAP CORP13.4K shares0.32%2026-03-312026-05-15

CTAS CINTAS CORP4.1K shares9.29%2026-03-312026-05-15

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VOOV VANGUARD ADMIRAL FDS INC3.4K shares-8.70%2026-03-312026-05-15

DTE DTE ENERGY CO4.6K shares8.35%2026-03-312026-05-15

GLDM WORLD GOLD TR7.5K shares-51.59%2026-03-312026-05-15

IDXX IDEXX LABS INC1.2K shares6.64%2026-03-312026-05-15

CCL CARNIVAL CORP28.0K shares15.33%2026-03-312026-05-15

PREF PRINCIPAL EXCHANGE TRADED FD35.7K shares-24.60%2026-03-312026-05-15

IVLU ISHARES TR17.3K shares-0.18%2026-03-312026-05-15

CENCORA INC CENCORA INC2.1K shares0.00%2026-03-312026-05-15

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LHX L3HARRIS TECHNOLOGIES INC1.9K shares14.67%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP8.1K shares12.72%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.8K shares1.34%2026-03-312026-05-15

NATWEST GROUP PLC NATWEST GROUP PLC45.8K shares7.92%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L16.7K shares17.54%2026-03-312026-05-15

VST VISTRA CORP4.4K shares-2.32%2026-03-312026-05-15

VIOO VANGUARD ADMIRAL FDS INC5.8K shares110.97%2026-03-312026-05-15

EDIV SPDR INDEX SHS FDS16.8K shares-0.39%2026-03-312026-05-15

Sponsored

VOT VANGUARD INDEX FDS2.6K shares0.08%2026-03-312026-05-15

PCAR PACCAR INC5.7K shares9.02%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II12.4K shares-13.62%2026-03-312026-05-15

AGZ ISHARES TR5.8K shares2.76%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS846 shares19.32%2026-03-312026-05-15

AON PLC AON PLC1.9K shares-11.67%2026-03-312026-05-15

AFL AFLAC INC5.8K shares1.39%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST23.9K shares-1.53%2026-03-312026-05-15

Sponsored

REET ISHARES TR24.5K shares-14.19%2026-03-312026-05-15

SFLR INNOVATOR ETFS TRUST17.4K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A1.3K shares-11.57%2026-03-312026-05-15

ZTS ZOETIS INC5.1K shares9.02%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares17.97%2026-03-312026-05-15

KEY KEYCORP30.6K shares-6.54%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST14.9K sharesnew addition2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II5.4K shares-59.23%2026-03-312026-05-15

Sponsored

NKE NIKE INC11.4K shares-6.06%2026-03-312026-05-15

EBAY EBAY INC.6.5K shares13.57%2026-03-312026-05-15

CAH CARDINAL HEALTH INC2.8K shares0.25%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION10.5K shares16.69%2026-03-312026-05-15

DFUS

DIMENSIONAL ETF TRUST

21.34%

Shares1.9M

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

5.09%

Shares1.5M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

13.04%

Shares142.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

10.64%

Shares318.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.70%

Shares363.2K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

-0.72%

Shares1.6M

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

18.12%

Shares1.1M

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

40.52%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

25.36%

Shares551.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

41.32%

Shares530.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.02%

Shares114.8K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

2.45%

Shares847.2K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

9.01%

Shares975.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

33.00%

Shares59.8K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

-1.73%

Shares216.7K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

20.90%

Shares486.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

3.07%

Shares143.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.13%

Shares90.2K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

69.73%

Shares322.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

22.64%

Shares54.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

8.54%

Shares68.5K

Event2026-03-31

Filed2026-05-15

DISV

DIMENSIONAL ETF TRUST

6.87%

Shares513.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

4.75%

Shares69.8K

Event2026-03-31

Filed2026-05-15