Sponsored

The Analysis of SNS Financial Group, LLC's Holdings & P&L

Currently, SNS Financial Group, LLC holds 208 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSCS (+470.7K shares, valued at $9.6M), JCPB (+118.2K shares, valued at $5.6M), QUAL (+21.5K shares, valued at $4.1M); decreased their positions in BSCQ (-300.6K shares, valued at $5.9M), SCHX (-223.6K shares, valued at $5.7M), SCHZ (-113.5K shares, valued at $2.6M); initiated new positions in SYY (+12.1K shares, valued at $866.0K), BBY (+13.1K shares, valued at $852.7K), LMT (+886 shares, valued at $535.5K).

1M P&L

+28.1M+2.42%

3M P&L

-9.4M-0.78%

HY P&L

+37.3M+3.23%

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/A1.0B

89.1%

2Consumer Electronics35.1M

3.1%

3Software - Infrastructure8.3M

0.7%

Top Industries by Stock Count

1N/A93 stocks

48.4%

2Semiconductors6 stocks

3.1%

3Drug Manufacturers - General5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR780.3K shares2.83%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR3.6M shares-0.34%2026-03-312026-04-14

IEI ISHARES TR615.7K shares3.01%2026-03-312026-04-14

OEF ISHARES TR221.7K shares5.15%2026-03-312026-04-14

DGRW WISDOMTREE TR717.0K shares1.88%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR1.8M shares-0.14%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T61.8K shares-0.87%2026-03-312026-04-14

JCPB J P MORGAN EXCHANGE TRADED F830.8K shares16.58%2026-03-312026-04-14

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD1.9M shares5.32%2026-03-312026-04-14

GLDM WORLD GOLD TR394.9K shares-6.64%2026-03-312026-04-14

AAPL APPLE INC138.3K shares0.49%2026-03-312026-04-14

BSCS INVESCO EXCH TRD SLF IDX FD1.7M shares38.24%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS451.1K shares1.81%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR267.0K shares-0.37%2026-03-312026-04-14

BSCQ INVESCO EXCH TRD SLF IDX FD1.5M shares-16.67%2026-03-312026-04-14

MUB ISHARES TR272.4K shares1.18%2026-03-312026-04-14

Sponsored

DFCF DIMENSIONAL ETF TRUST631.5K shares13.15%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F471.7K shares-1.23%2026-03-312026-04-14

USMF WISDOMTREE TR452.0K shares2.92%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR556.3K shares-28.67%2026-03-312026-04-14

EFA ISHARES TR126.2K shares-3.24%2026-03-312026-04-14

VTI VANGUARD INDEX FDS27.3K shares-2.83%2026-03-312026-04-14

MSFT MICROSOFT CORP20.5K shares-3.33%2026-03-312026-04-14

VUG VANGUARD INDEX FDS16.9K shares-2.34%2026-03-312026-04-14

Sponsored

VT VANGUARD INTL EQUITY INDEX F39.6K shares-1.23%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST75.0K shares-0.37%2026-03-312026-04-14

IVV ISHARES TR8.0K shares-0.11%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.4K shares2.16%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F59.7K shares-1.88%2026-03-312026-04-14

SCHZ SCHWAB STRATEGIC TR191.8K shares-37.18%2026-03-312026-04-14

VBR VANGUARD INDEX FDS19.7K shares-2.26%2026-03-312026-04-14

ALPHABET INC ALPHABET INC13.6K shares-2.68%2026-03-312026-04-14

Sponsored

ACWI ISHARES TR27.2K shares-0.55%2026-03-312026-04-14

FDL FIRST TR EXCHANGE-TRADED FD69.9K shares-4.11%2026-03-312026-04-14

ALPHABET INC ALPHABET INC11.7K shares-2.92%2026-03-312026-04-14

AMZN AMAZON COM INC15.7K shares-5.03%2026-03-312026-04-14

NVDA NVIDIA CORPORATION18.7K shares34.44%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR5.3K shares0.43%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST86.8K shares-1.07%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR97.9K shares-3.56%2026-03-312026-04-14

Sponsored

MGC VANGUARD WORLD FD12.5K shares-0.25%2026-03-312026-04-14

MMM 3M CO20.3K shares-0.31%2026-03-312026-04-14

IJJ ISHARES TR21.8K shares-1.44%2026-03-312026-04-14

ABBV ABBVIE INC13.0K shares-0.13%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION2.8K shares-0.63%2026-03-312026-04-14

CAT CATERPILLAR INC4.0K shares8.39%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR82.4K shares5.18%2026-03-312026-04-14

EEM ISHARES TR43.7K shares-2.75%2026-03-312026-04-14

Sponsored

CSCO CISCO SYS INC31.8K shares-1.88%2026-03-312026-04-14

META META PLATFORMS INC4.1K shares-3.38%2026-03-312026-04-14

UNP UNION PAC CORP9.1K shares1.61%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR36.1K shares1.26%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND4.6K shares-3.06%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS43.5K shares0.00%2026-03-312026-04-14

IWM ISHARES TR7.9K shares-4.58%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP15.4K shares-8.02%2026-03-312026-04-14

Sponsored

EWX SPDR INDEX SHS FDS27.5K shares14.85%2026-03-312026-04-14

ECL ECOLAB INC6.4K shares0.56%2026-03-312026-04-14

DFIC DIMENSIONAL ETF TRUST47.7K shares-0.91%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS7.8K shares0.01%2026-03-312026-04-14

ABT ABBOTT LABORATORIES15.9K shares2.69%2026-03-312026-04-14

USB US BANCORP30.4K shares-5.61%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON6.5K shares0.48%2026-03-312026-04-14

TSLA TESLA INC4.2K shares3.38%2026-03-312026-04-14

Sponsored

HON HONEYWELL INTL INC6.7K shares-4.58%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC3.4K shares-0.69%2026-03-312026-04-14

GLD SPDR GOLD TR3.5K shares3.36%2026-03-312026-04-14

IWF ISHARES TR3.4K shares-2.16%2026-03-312026-04-14

ESGU ISHARES TR10.2K shares0.78%2026-03-312026-04-14

LLY ELI LILLY & CO1.5K shares1.38%2026-03-312026-04-14

PCAR PACCAR INC12.2K shares-6.74%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC27.8K shares21.23%2026-03-312026-04-14

Sponsored

MEDTRONIC PLC MEDTRONIC PLC15.9K shares6.32%2026-03-312026-04-14

PG PROCTER & GAMBLE CO9.6K shares7.03%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F24.0K shares19.01%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F24.2K shares0.00%2026-03-312026-04-14

SUSL ISHARES TR11.6K shares31.00%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.7K shares-2.30%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC10.5K shares9.93%2026-03-312026-04-14

FDX FEDEX CORP3.3K shares0.18%2026-03-312026-04-14

Sponsored

NFLX NETFLIX INC.11.7K shares0.53%2026-03-312026-04-14

IWB ISHARES TR3.1K shares0.00%2026-03-312026-04-14

TSCO TRACTOR SUPPLY CO23.7K shares4.25%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP4.0K shares22.65%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO14.6K shares3.33%2026-03-312026-04-14

QCOM QUALCOMM INC7.9K shares7.73%2026-03-312026-04-14

SPSB SPDR SERIES TRUST32.3K shares15.23%2026-03-312026-04-14

BR BROADRIDGE FINL SOLUTIONS IN5.8K shares4.28%2026-03-312026-04-14

Sponsored

ESML ISHARES TR20.1K shares3.80%2026-03-312026-04-14

MCD MCDONALDS CORP2.9K shares15.42%2026-03-312026-04-14

VOE VANGUARD INDEX FDS4.8K shares0.00%2026-03-312026-04-14

CVS CVS HEALTH CORP12.1K shares-0.85%2026-03-312026-04-14

SYY SYSCO CORP12.1K sharesnew addition2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS3.5K shares7.36%2026-03-312026-04-14

BBY BEST BUY INC13.1K sharesnew addition2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS13.3K shares0.00%2026-03-312026-04-14

Sponsored

XLK SELECT SECTOR SPDR TR6.4K shares-5.13%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR17.5K shares3.48%2026-03-312026-04-14

TGT TARGET CORP6.5K shares2.58%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-4.99%2026-03-312026-04-14

ORCL ORACLE CORP5.2K shares2.24%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC2.7K shares-1.12%2026-03-312026-04-14

XOM EXXON MOBIL CORP4.3K shares0.33%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares0.30%2026-03-312026-04-14

Sponsored

SO SOUTHERN CO7.1K shares20.59%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO2.3K shares-2.25%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE2.4K shares12.50%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC6.8K shares0.25%2026-03-312026-04-14

OTTR OTTER TAIL CORP7.5K shares0.00%2026-03-312026-04-14

HD HOME DEPOT INC1.9K shares1.15%2026-03-312026-04-14

VTES VANGUARD WELLINGTON FD6.2K shares70.85%2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP9.6K shares39.07%2026-03-312026-04-14

Sponsored

BSV VANGUARD BD INDEX FDS7.5K shares2.58%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC3.5K shares39.97%2026-03-312026-04-14

WM WASTE MGMT INC DEL2.5K shares90.28%2026-03-312026-04-14

AMGN AMGEN INC1.7K shares-2.12%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR19.9K shares-1.21%2026-03-312026-04-14

V VISA INC1.9K shares25.17%2026-03-312026-04-14

WFC WELLS FARGO & CO7.1K shares1.44%2026-03-312026-04-14

BROADCOM INC BROADCOM INC1.8K shares24.32%2026-03-312026-04-14

Sponsored

PEP PEPSICO INC3.5K shares1.46%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-0.06%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP886 sharesnew addition2026-03-312026-04-14

WMT WALMART INC4.2K shares2.29%2026-03-312026-04-14

XEL XCEL ENERGY INC6.5K shares3.37%2026-03-312026-04-14

SUSA ISHARES TR3.9K shares-1.04%2026-03-312026-04-14

ESGD ISHARES TR5.4K shares1.87%2026-03-312026-04-14

HDV ISHARES TR3.7K shares-3.49%2026-03-312026-04-14

Sponsored

FAST FASTENAL CO10.7K shares-7.54%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC1.4K shares-8.35%2026-03-312026-04-14

CVX CHEVRON CORPORATION2.3K shares0.35%2026-03-312026-04-14

KO COCA COLA CO6.2K shares8.54%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS6.1K shares11.60%2026-03-312026-04-14

GEV GE VERNOVA INC536 shares3.47%2026-03-312026-04-14

VPU VANGUARD WORLD FD2.3K shares3.33%2026-03-312026-04-14

PII POLARIS INC8.4K shares0.24%2026-03-312026-04-14

Sponsored

FV FIRST TR EXCHANGE TRADED FD7.5K shares-9.35%2026-03-312026-04-14

DE DEERE & CO787 shares-2.36%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF11.6K shares13.78%2026-03-312026-04-14

SPTM SPDR SERIES TRUST5.6K shares-4.65%2026-03-312026-04-14

MA MASTERCARD INCORPORATED884 shares36.42%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC2.1K shares1.52%2026-03-312026-04-14

BSCT INVESCO EXCH TRD SLF IDX FD22.7K shares36.28%2026-03-312026-04-14

AIQ GLOBAL X FDS9.0K shares-10.85%2026-03-312026-04-14

Sponsored

RTX RTX CORPORATION2.2K shares-0.05%2026-03-312026-04-14

GGG GRACO INC4.9K shares-16.22%2026-03-312026-04-14

SLV ISHARES SILVER TR6.1K shares-1.89%2026-03-312026-04-14

BSMR INVESCO EXCH TRD SLF IDX FD17.5K shares0.00%2026-03-312026-04-14

EAGG ISHARES TR8.7K shares24.52%2026-03-312026-04-14

WELL WELLTOWER INC2.0K shares1.05%2026-03-312026-04-14

BAC BANK AMERICA CORP7.7K shares0.80%2026-03-312026-04-14

KOMP SPDR SERIES TRUST6.3K shares0.00%2026-03-312026-04-14

Sponsored

IVW ISHARES TR3.2K shares-0.31%2026-03-312026-04-14

MO ALTRIA GROUP INC5.4K shares50.98%2026-03-312026-04-14

PFE PFIZER INC12.7K shares0.13%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 40573 shares-0.35%2026-03-312026-04-14

NEE NEXTERA ENERGY INC3.8K shares46.68%2026-03-312026-04-14

BA BOEING CO1.8K shares0.98%2026-03-312026-04-14

TJX TJX COS INC NEW2.2K shares2.42%2026-03-312026-04-14

SOLV SOLVENTUM CORP5.2K shares-1.66%2026-03-312026-04-14

Sponsored

EMR EMERSON ELEC CO2.6K shares19.58%2026-03-312026-04-14

IDCC INTERDIGITAL INC1.1K shares9.20%2026-03-312026-04-14

LOW LOWES COS INC1.4K shares4.69%2026-03-312026-04-14

IJR ISHARES TR2.6K shares-0.51%2026-03-312026-04-14

AGGY WISDOMTREE TR7.3K shares0.00%2026-03-312026-04-14

DVY ISHARES TR2.1K shares0.34%2026-03-312026-04-14

IWD ISHARES TR1.5K shares0.00%2026-03-312026-04-14

HSY HERSHEY CO1.5K shares-71.62%2026-03-312026-04-14

Sponsored

VYM VANGUARD WHITEHALL FDS2.1K shares0.24%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC850 shares0.35%2026-03-312026-04-14

CSX CSX CORP7.3K shares-6.23%2026-03-312026-04-14

DFSU DIMENSIONAL ETF TRUST7.3K shares1.70%2026-03-312026-04-14

TXN TEXAS INSTRS INC1.5K shares1.00%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC5.0K shares2.25%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP3.1K shares-2.24%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR1.9K shares-5.87%2026-03-312026-04-14

Sponsored

VB VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-14

SCI SERVICE CORP INTL3.4K shares-70.14%2026-03-312026-04-14

BMO BANK MONTREAL MEDIUM2.0K shares0.79%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR5.6K shares-4.03%2026-03-312026-04-14

GBTC GRAYSCALE BITCOIN TRUST ETF5.2K shares1.84%2026-03-312026-04-14

DIS DISNEY WALT CO2.8K shares-2.22%2026-03-312026-04-14

EFX EQUIFAX INC1.5K shares-0.66%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC545 shares-7.31%2026-03-312026-04-14

Sponsored

FNDX SCHWAB STRATEGIC TR9.6K shares0.00%2026-03-312026-04-14

IWS ISHARES TR1.8K shares0.00%2026-03-312026-04-14

QDF FLEXSHARES TR3.3K sharesnew addition2026-03-312026-04-14

DCI DONALDSON INC3.1K shares-32.02%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-3.71%2026-03-312026-04-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares0.08%2026-03-312026-04-14

T AT&T INC8.7K sharesnew addition2026-03-312026-04-14

BSMQ INVESCO EXCH TRD SLF IDX FD10.6K shares0.00%2026-03-312026-04-14

Sponsored

AMAT APPLIED MATLS INC730 sharesnew addition2026-03-312026-04-14

VXUS VANGUARD STAR FDS3.2K shares-1.50%2026-03-312026-04-14

MP MP MATERIALS CORP5.0K shares0.00%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-5.26%2026-03-312026-04-14

SYK STRYKER CORPORATION708 sharesnew addition2026-03-312026-04-14

EXC EXELON CORP4.6K sharesnew addition2026-03-312026-04-14

VGT VANGUARD WORLD FD315 shares0.00%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-04-14

Sponsored

KBDC KAYNE ANDERSON BDC INC14.9K shares0.00%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC1.8K shares1.27%2026-03-312026-04-14

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-14

VHT VANGUARD WORLD FD750 shares0.00%2026-03-312026-04-14

CASY CASEYS GEN STORES INC281 sharesnew addition2026-03-312026-04-14

MTZ MASTEC INC631 sharesnew addition2026-03-312026-04-14

F FORD MTR CO14.2K shares-0.26%2026-03-312026-04-14

ACTG ACACIA RESH CORP22.0K shares0.00%2026-03-312026-04-14

Sponsored

QUAL

ISHARES TR

2.83%

Shares780.3K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

-0.34%

Shares3.6M

Event2026-03-31

Filed2026-04-14

IEI

ISHARES TR

3.01%

Shares615.7K

Event2026-03-31

Filed2026-04-14

OEF

ISHARES TR

5.15%

Shares221.7K

Event2026-03-31

Filed2026-04-14

DGRW

WISDOMTREE TR

1.88%

Shares717.0K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

-0.14%

Shares1.8M

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.87%

Shares61.8K

Event2026-03-31

Filed2026-04-14

JCPB

J P MORGAN EXCHANGE TRADED F

16.58%

Shares830.8K

Event2026-03-31

Filed2026-04-14

BSCR

INVESCO EXCH TRD SLF IDX FD

5.32%

Shares1.9M

Event2026-03-31

Filed2026-04-14

GLDM

WORLD GOLD TR

-6.64%

Shares394.9K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

0.49%

Shares138.3K

Event2026-03-31

Filed2026-04-14

BSCS

INVESCO EXCH TRD SLF IDX FD

38.24%

Shares1.7M

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

1.81%

Shares451.1K

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

-0.37%

Shares267.0K

Event2026-03-31

Filed2026-04-14

BSCQ

INVESCO EXCH TRD SLF IDX FD

-16.67%

Shares1.5M

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

1.18%

Shares272.4K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

13.15%

Shares631.5K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

-1.23%

Shares471.7K

Event2026-03-31

Filed2026-04-14

USMF

WISDOMTREE TR

2.92%

Shares452.0K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-28.67%

Shares556.3K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

-3.24%

Shares126.2K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-2.83%

Shares27.3K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.33%

Shares20.5K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

-2.34%

Shares16.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

-1.23%

Shares39.6K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

-0.37%

Shares75.0K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-0.11%

Shares8.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

2.16%

Shares9.4K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

-1.88%

Shares59.7K

Event2026-03-31

Filed2026-04-14

SCHZ

SCHWAB STRATEGIC TR

-37.18%

Shares191.8K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-2.26%

Shares19.7K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-2.68%

Shares13.6K

Event2026-03-31

Filed2026-04-14

ACWI

ISHARES TR

-0.55%

Shares27.2K

Event2026-03-31

Filed2026-04-14

FDL

FIRST TR EXCHANGE-TRADED FD

-4.11%

Shares69.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-2.92%

Shares11.7K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-5.03%

Shares15.7K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

34.44%

Shares18.7K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.43%

Shares5.3K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

-1.07%

Shares86.8K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-3.56%

Shares97.9K

Event2026-03-31

Filed2026-04-14

MGC

VANGUARD WORLD FD

-0.25%

Shares12.5K

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-0.31%

Shares20.3K

Event2026-03-31

Filed2026-04-14

IJJ

ISHARES TR

-1.44%

Shares21.8K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-0.13%

Shares13.0K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-0.63%

Shares2.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

8.39%

Shares4.0K

Event2026-03-31

Filed2026-04-14

SCHE

SCHWAB STRATEGIC TR

5.18%

Shares82.4K

Event2026-03-31

Filed2026-04-14

EEM

ISHARES TR

-2.75%

Shares43.7K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

-1.88%

Shares31.8K

Event2026-03-31

Filed2026-04-14