Sponsored

The Analysis of Souders Financial Advisors's Holdings & P&L

Currently, Souders Financial Advisors holds 216 types of securities in its portfolio with a total value $876.4M. In the most recent quarter, they have increased their positions in CGCV (+469.3K shares, valued at $14.0M), CGCP (+175.4K shares, valued at $3.9M), CGMM (+46.9K shares, valued at $1.4M); decreased their positions in CGDV (-301.8K shares, valued at $12.8M), N/A (-3.0K shares, valued at $1.8M), CME (-3.6K shares, valued at $1.1M); initiated new positions in CGCV (+469.3K shares, valued at $14.0M), FDX (+2.5K shares, valued at $879.2K), N/A (+19.0K shares, valued at $849.4K).

1M P&L

+19.5M+2.34%

3M P&L

+19.5M+2.34%

HY P&L

+57.0M+7.17%

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/A598.9M

76.1%

2Household & Personal Products17.8M

2.3%

3Consumer Electronics15.7M

2.0%

Top Industries by Stock Count

1N/A58 stocks

29.4%

2Drug Manufacturers - General8 stocks

4.1%

3Semiconductors7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGCP CAPITAL GRP FIXED INCM ETF T3.2M shares5.75%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS89.6K shares-3.21%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE1.0M shares-22.84%2026-03-312026-05-04

VXUS VANGUARD STAR FDS513.4K shares0.48%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET996.1K shares3.05%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR1.1M shares0.08%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR671.7K shares2.71%2026-03-312026-05-04

TCAF T ROWE PRICE ETF INC777.2K shares4.76%2026-03-312026-05-04

Sponsored

JPST J P MORGAN EXCHANGE TRADED F426.7K shares1.89%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR686.6K shares1.96%2026-03-312026-05-04

CGXU CAPITAL GROUP INTL FOCUS EQT622.6K shares1.77%2026-03-312026-05-04

VTV VANGUARD INDEX FDS93.0K shares1.29%2026-03-312026-05-04

PG PROCTER & GAMBLE CO121.6K shares4.52%2026-03-312026-05-04

AAPL APPLE INC61.8K shares1.95%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF384.1K shares8.19%2026-03-312026-05-04

CGCV CAPITAL GROUP CONSERVATIVE E469.3K sharesnew addition2026-03-312026-05-04

Sponsored

TCHP T ROWE PRICE ETF INC309.5K shares4.23%2026-03-312026-05-04

TMSL T ROWE PRICE ETF INC355.5K shares2.75%2026-03-312026-05-04

CGSD CAPITAL GRP FIXED INCM ETF T490.0K shares7.48%2026-03-312026-05-04

CGIC CAPITAL GROUP INTERNATIONAL360.7K shares-3.86%2026-03-312026-05-04

CGGO CAPITAL GROUP GBL GROWTH EQT347.1K shares-1.25%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS153.9K shares-1.78%2026-03-312026-05-04

CGMS CAPITAL GRP FIXED INCM ETF T413.6K shares8.64%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS188.3K shares2.45%2026-03-312026-05-04

Sponsored

DIVO AMPLIFY ETF TR239.5K shares3.21%2026-03-312026-05-04

AGG ISHARES TR107.1K shares-3.71%2026-03-312026-05-04

MSFT MICROSOFT CORP27.9K shares9.22%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS45.1K shares1.87%2026-03-312026-05-04

THYF T ROWE PRICE ETF INC187.8K shares2.38%2026-03-312026-05-04

BROADCOM INC BROADCOM INC30.7K shares5.55%2026-03-312026-05-04

NVDA NVIDIA CORPORATION50.0K shares12.81%2026-03-312026-05-04

CGMM CAPITAL GROUP EQUITY ETF TR287.6K shares19.48%2026-03-312026-05-04

Sponsored

UITB VICTORY PORTFOLIOS II177.0K shares4.22%2026-03-312026-05-04

ALPHABET INC ALPHABET INC26.4K shares4.72%2026-03-312026-05-04

AMZN AMAZON COM INC35.3K shares10.56%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO20.8K shares-0.01%2026-03-312026-05-04

CGNG CAPITAL GROUP NEW GEOGRAPHY189.9K shares5.04%2026-03-312026-05-04

BSCS INVESCO EXCH TRD SLF IDX FD278.0K shares0.91%2026-03-312026-05-04

IJH ISHARES TR83.8K shares-2.18%2026-03-312026-05-04

BSCR INVESCO EXCH TRD SLF IDX FD276.7K shares0.87%2026-03-312026-05-04

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD276.0K shares0.89%2026-03-312026-05-04

META META PLATFORMS INC8.3K shares-1.02%2026-03-312026-05-04

CINF CINCINNATI FINL CORP29.3K shares1.62%2026-03-312026-05-04

RTX RTX CORPORATION23.2K shares-7.21%2026-03-312026-05-04

ALPHABET INC ALPHABET INC15.2K shares6.65%2026-03-312026-05-04

BSCT INVESCO EXCH TRD SLF IDX FD227.1K shares1.56%2026-03-312026-05-04

BSCU INVESCO EXCH TRD SLF IDX FD243.6K shares3.31%2026-03-312026-05-04

LLY ELI LILLY & CO4.2K shares9.15%2026-03-312026-05-04

Sponsored

HD HOME DEPOT INC11.2K shares-2.18%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE12.7K shares-3.38%2026-03-312026-05-04

V VISA INC11.5K shares-7.04%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC6.8K shares7.04%2026-03-312026-05-04

TSLA TESLA INC6.2K shares3.73%2026-03-312026-05-04

NEE NEXTERA ENERGY INC23.3K shares1.36%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC2.5K shares-3.30%2026-03-312026-05-04

LINDE PLC LINDE PLC4.3K shares9.13%2026-03-312026-05-04

Sponsored

PM PHILIP MORRIS INTL INC12.9K shares22.90%2026-03-312026-05-04

FFBC 1ST FINL BANCORP75.1K shares-0.48%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC34.7K shares7.18%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR79.6K shares-12.14%2026-03-312026-05-04

WMT WALMART INC16.0K shares5.75%2026-03-312026-05-04

CVX CHEVRON CORPORATION9.6K shares21.02%2026-03-312026-05-04

MCD MCDONALDS CORP6.3K shares-2.24%2026-03-312026-05-04

AMGN AMGEN INC5.4K shares2.16%2026-03-312026-05-04

Sponsored

ABBV ABBVIE INC8.0K shares3.69%2026-03-312026-05-04

CAT CATERPILLAR INC2.4K shares-18.43%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO5.7K shares-2.70%2026-03-312026-05-04

NFLX NETFLIX INC.17.9K shares17.60%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.5K shares1.81%2026-03-312026-05-04

CGMU CAPITAL GRP FIXED INCM ETF T59.6K shares9.50%2026-03-312026-05-04

TJX TJX COS INC NEW9.9K shares-2.93%2026-03-312026-05-04

ABT ABBOTT LABORATORIES15.3K shares-7.99%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP8.7K shares18.95%2026-03-312026-05-04

SPYM SPDR SERIES TRUST18.3K shares76.79%2026-03-312026-05-04

RCL ROYAL CARIBBEAN GROUP5.0K shares12.59%2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION23.9K shares-3.58%2026-03-312026-05-04

MA MASTERCARD INCORPORATED2.7K shares24.54%2026-03-312026-05-04

CME CME GROUP INC4.4K shares-44.69%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC10.9K shares-14.31%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS5.2K shares-8.94%2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS24.5K shares8.95%2026-03-312026-05-04

SPGI S&P GLOBAL INC2.9K shares1.49%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-24.13%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC16.5K shares18.32%2026-03-312026-05-04

BAC BANK AMERICA CORP23.1K shares-4.21%2026-03-312026-05-04

CSCO CISCO SYS INC14.4K shares69.47%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC2.5K shares24.48%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC4.1K shares31.78%2026-03-312026-05-04

Sponsored

AMAT APPLIED MATLS INC3.2K shares28.88%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC5.8K shares-12.06%2026-03-312026-05-04

GEV GE VERNOVA INC1.1K shares6.83%2026-03-312026-05-04

KO COCA COLA CO13.0K shares0.38%2026-03-312026-05-04

SBUX STARBUCKS CORP11.0K shares28.27%2026-03-312026-05-04

TRP TC ENERGY CORP15.6K shares-15.62%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC2.9K shares-14.76%2026-03-312026-05-04

CGSM CAPITAL GRP FIXED INCM ETF T36.8K shares26.13%2026-03-312026-05-04

Sponsored

KR KROGER CO13.2K shares-1.67%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares4.45%2026-03-312026-05-04

MS MORGAN STANLEY5.7K shares-3.52%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC4.5K shares3.05%2026-03-312026-05-04

PGR PROGRESSIVE CORP4.7K shares18.54%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION902 shares5.25%2026-03-312026-05-04

BIL SPDR SERIES TRUST9.7K shares-35.52%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC766 shares10.53%2026-03-312026-05-04

Sponsored

FDX FEDEX CORP2.5K sharesnew addition2026-03-312026-05-04

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF19.0K sharesnew addition2026-03-312026-05-04

AEM AGNICO EAGLE MINES LTD4.0K shares16.88%2026-03-312026-05-04

WELL WELLTOWER INC4.0K shares9.46%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC13.7K shares111.89%2026-03-312026-05-04

CRM SALESFORCE INC4.2K shares2.01%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON3.2K shares20.45%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-0.74%2026-03-312026-05-04

Sponsored

SHOP SHOPIFY INC6.5K shares-6.68%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP1.1K shares7.25%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC8.8K shares312.85%2026-03-312026-05-04

UNP UNION PAC CORP3.0K shares-9.43%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN3.4K shares8.29%2026-03-312026-05-04

CNQ CANADIAN NAT RES LTD MED TER14.1K shares11.00%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR23.6K shares-24.03%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO2.1K shares-6.23%2026-03-312026-05-04

Sponsored

VZ VERIZON COMMUNICATIONS INC13.3K shares-12.21%2026-03-312026-05-04

KLAC KLA CORP447 shares2.52%2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F12.8K shares16.55%2026-03-312026-05-04

ORCL ORACLE CORP4.3K shares21.54%2026-03-312026-05-04

LOW LOWES COS INC2.6K shares3.51%2026-03-312026-05-04

COP CONOCOPHILLIPS4.6K shares8.76%2026-03-312026-05-04

ARMK ARAMARK15.0K shares-17.55%2026-03-312026-05-04

PEP PEPSICO INC3.8K shares1.91%2026-03-312026-05-04

Sponsored

APD AIR PRODUCTS AND CHEMICALS I2.0K shares35.41%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares-2.69%2026-03-312026-05-04

URI UNITED RENTALS INC802 shares-11.28%2026-03-312026-05-04

MPC MARATHON PETE CORP2.3K shares-28.11%2026-03-312026-05-04

CMCSA COMCAST CORP NEW19.5K shares84.92%2026-03-312026-05-04

GLDM WORLD GOLD TR6.0K shares0.00%2026-03-312026-05-04

GILD GILEAD SCIENCES INC4.0K shares21.98%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP2.0K shares-5.50%2026-03-312026-05-04

Sponsored

EQIX EQUINIX INC560 shares-10.69%2026-03-312026-05-04

SLV ISHARES SILVER TR8.0K shares5.59%2026-03-312026-05-04

ALNY ALNYLAM PHARMACEUTICALS INC1.6K shares16.60%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC1.1K shares14.91%2026-03-312026-05-04

APH AMPHENOL CORP4.0K shares38.02%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED14.6K sharesnew addition2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO8.1K shares-4.42%2026-03-312026-05-04

IESC IES HOLDINGS INC1.0K shares2.24%2026-03-312026-05-04

Sponsored

NSC NORFOLK SOUTHN CORP1.7K sharesnew addition2026-03-312026-05-04

QDVO AMPLIFY ETF TR17.3K shares17.99%2026-03-312026-05-04

WFC WELLS FARGO & CO5.8K shares34.70%2026-03-312026-05-04

MO ALTRIA GROUP INC7.0K shares16.95%2026-03-312026-05-04

NET CLOUDFLARE INC2.2K shares-2.75%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC7.7K shares-8.86%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC3.1K shares12.73%2026-03-312026-05-04

UJUL INNOVATOR ETFS TRUST11.7K shares-4.22%2026-03-312026-05-04

Sponsored

CB CHUBB LTD SWITZ1.4K shares10.11%2026-03-312026-05-04

INTC INTEL CORP10.1K shares54.14%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.2K shares16.59%2026-03-312026-05-04

CNP CENTERPOINT ENERGY INC10.1K shares-8.30%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP4.6K shares6.66%2026-03-312026-05-04

CTAS CINTAS CORP2.6K shares-0.20%2026-03-312026-05-04

DHR DANAHER CORP DEL2.3K shares-6.74%2026-03-312026-05-04

ASML ASML HLDG NV315 shares-5.97%2026-03-312026-05-04

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-05-04

UAPR INNOVATOR ETFS TRUST11.8K shares-5.35%2026-03-312026-05-04

TXN TEXAS INSTRS INC2.0K shares-16.95%2026-03-312026-05-04

ZSEP INNOVATOR ETFS TRUST14.6K shares0.00%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares10.72%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP598 shares12.83%2026-03-312026-05-04

BDEC INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-05-04

ATO ATMOS ENERGY CORP1.9K shares38.56%2026-03-312026-05-04

Sponsored

MELI MERCADOLIBRE INC206 shares32.90%2026-03-312026-05-04

CVS CVS HEALTH CORP4.9K shares5.49%2026-03-312026-05-04

VTI VANGUARD INDEX FDS1.1K shares6.36%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.9K shares-32.65%2026-03-312026-05-04

ZJUL INNOVATOR ETFS TRUST11.7K shares0.00%2026-03-312026-05-04

SCHY SCHWAB STRATEGIC TR10.7K shares-21.79%2026-03-312026-05-04

SRE SEMPRA3.5K shares3.88%2026-03-312026-05-04

BA BOEING CO1.7K shares-27.13%2026-03-312026-05-04

Sponsored

D DOMINION ENERGY INC5.3K sharesnew addition2026-03-312026-05-04

HLT HILTON WORLDWIDE HLDGS INC1.0K shares0.49%2026-03-312026-05-04

PCG PG&E CORP17.7K shares-18.23%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY5.0K shares1.33%2026-03-312026-05-04

IP INTERNATIONAL PAPER CO8.4K sharesnew addition2026-03-312026-05-04

ZMAR INNOVATOR ETFS TRUST10.8K sharesnew addition2026-03-312026-05-04

IR INGERSOLL RAND INC3.7K shares39.23%2026-03-312026-05-04

NVO NOVO-NORDISK A S8.1K shares-0.75%2026-03-312026-05-04

Sponsored

ZFEB INNOVATOR ETFS TRUST11.6K sharesnew addition2026-03-312026-05-04

QCOM QUALCOMM INC2.3K shares-16.45%2026-03-312026-05-04

HON HONEYWELL INTL INC1.3K shares12.71%2026-03-312026-05-04

PFE PFIZER INC10.3K shares1.49%2026-03-312026-05-04

BAPR INNOVATOR ETFS TRUST5.9K shares0.00%2026-03-312026-05-04

KKR & CO INC KKR & CO INC3.1K shares17.04%2026-03-312026-05-04

USB US BANCORP5.5K shares5.27%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC805 shares-0.25%2026-03-312026-05-04

Sponsored

LCNB LCNB CORP17.7K shares0.06%2026-03-312026-05-04

ATI ATI INC1.9K shares-21.88%2026-03-312026-05-04

EXE EXPAND ENERGY CORPORATION2.4K shares3.44%2026-03-312026-05-04

TFC TRUIST FINL CORP5.7K shares-34.30%2026-03-312026-05-04

IJR ISHARES TR2.1K shares-6.11%2026-03-312026-05-04

TOTALENERGIES SE TOTALENERGIES SE2.7K sharesnew addition2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO1.1K shares4.49%2026-03-312026-05-04

GLW CORNING INC1.7K sharesnew addition2026-03-312026-05-04

Sponsored

ISRG INTUITIVE SURGICAL INC492 shares-65.93%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K sharesnew addition2026-03-312026-05-04

VIK VIKING HOLDINGS LTD3.0K sharesnew addition2026-03-312026-05-04

DE DEERE & CO396 sharesnew addition2026-03-312026-05-04

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.0K sharesnew addition2026-03-312026-05-04

ENB ENBRIDGE INC4.1K sharesnew addition2026-03-312026-05-04

HAL HALLIBURTON CO5.6K sharesnew addition2026-03-312026-05-04

CLX CLOROX CO DEL2.1K shares-32.75%2026-03-312026-05-04

Sponsored

DIS DISNEY WALT CO2.2K shares0.77%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC1.9K shares8.18%2026-03-312026-05-04

XPO XPO INC1.1K sharesnew addition2026-03-312026-05-04

CVNA CARVANA CO654 sharesnew addition2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I2.9K shares-12.08%2026-03-312026-05-04

FSK FS KKR CAP CORP16.0K shares2.84%2026-03-312026-05-04

EOSE EOS ENERGY ENTERPRISES INC18.1K shares-71.06%2026-03-312026-05-04

AUR AURORA INNOVATION INC17.9K shares2.82%2026-03-312026-05-04

Sponsored

CGCP

CAPITAL GRP FIXED INCM ETF T

5.75%

Shares3.2M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-3.21%

Shares89.6K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

-22.84%

Shares1.0M

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

0.48%

Shares513.4K

Event2026-03-31

Filed2026-05-04

CGUS

CAPITAL GROUP CORE EQUITY ET

3.05%

Shares996.1K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

0.08%

Shares1.1M

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

2.71%

Shares671.7K

Event2026-03-31

Filed2026-05-04

TCAF

T ROWE PRICE ETF INC

4.76%

Shares777.2K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

1.89%

Shares426.7K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

1.96%

Shares686.6K

Event2026-03-31

Filed2026-05-04

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.77%

Shares622.6K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

1.29%

Shares93.0K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

4.52%

Shares121.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.95%

Shares61.8K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

8.19%

Shares384.1K

Event2026-03-31

Filed2026-05-04

CGCV

CAPITAL GROUP CONSERVATIVE E

New

Shares469.3K

Event2026-03-31

Filed2026-05-04

TCHP

T ROWE PRICE ETF INC

4.23%

Shares309.5K

Event2026-03-31

Filed2026-05-04

TMSL

T ROWE PRICE ETF INC

2.75%

Shares355.5K

Event2026-03-31

Filed2026-05-04

CGSD

CAPITAL GRP FIXED INCM ETF T

7.48%

Shares490.0K

Event2026-03-31

Filed2026-05-04

CGIC

CAPITAL GROUP INTERNATIONAL

-3.86%

Shares360.7K

Event2026-03-31

Filed2026-05-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

-1.25%

Shares347.1K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-1.78%

Shares153.9K

Event2026-03-31

Filed2026-05-04

CGMS

CAPITAL GRP FIXED INCM ETF T

8.64%

Shares413.6K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

2.45%

Shares188.3K

Event2026-03-31

Filed2026-05-04

DIVO

AMPLIFY ETF TR

3.21%

Shares239.5K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-3.71%

Shares107.1K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

9.22%

Shares27.9K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

1.87%

Shares45.1K

Event2026-03-31

Filed2026-05-04

THYF

T ROWE PRICE ETF INC

2.38%

Shares187.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

5.55%

Shares30.7K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

12.81%

Shares50.0K

Event2026-03-31

Filed2026-05-04

CGMM

CAPITAL GROUP EQUITY ETF TR

19.48%

Shares287.6K

Event2026-03-31

Filed2026-05-04

UITB

VICTORY PORTFOLIOS II

4.22%

Shares177.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.72%

Shares26.4K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

10.56%

Shares35.3K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-0.01%

Shares20.8K

Event2026-03-31

Filed2026-05-04

CGNG

CAPITAL GROUP NEW GEOGRAPHY

5.04%

Shares189.9K

Event2026-03-31

Filed2026-05-04

BSCS

INVESCO EXCH TRD SLF IDX FD

0.91%

Shares278.0K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-2.18%

Shares83.8K

Event2026-03-31

Filed2026-05-04

BSCR

INVESCO EXCH TRD SLF IDX FD

0.87%

Shares276.7K

Event2026-03-31

Filed2026-05-04

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.89%

Shares276.0K

Event2026-03-31

Filed2026-05-04