Sponsored

The Analysis of Stewardship Advisors, LLC's Holdings & P&L

Currently, Stewardship Advisors, LLC holds 168 types of securities in its portfolio with a total value $435.3M. In the most recent quarter, they have increased their positions in AVEM (+196.7K shares, valued at $15.9M), IVV (+11.2K shares, valued at $7.3M), ICLO (+196.3K shares, valued at $5.0M); decreased their positions in VWO (-243.0K shares, valued at $13.1M), GOVI (-276.0K shares, valued at $7.5M), JAAA (-111.5K shares, valued at $5.6M); initiated new positions in ICLO (+196.3K shares, valued at $5.0M), JMHI (+83.1K shares, valued at $4.1M), PAAA (+10.6K shares, valued at $543.8K).

1M P&L

+15.5M+3.41%

3M P&L

+19.3M+4.27%

HY P&L

+43.4M+10.15%

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/A411.3M

96.0%

2Semiconductors2.1M

0.5%

3Consumer Electronics2.0M

0.5%

Top Industries by Stock Count

1N/A120 stocks

76.4%

2Drug Manufacturers - General3 stocks

1.9%

3Telecom Services3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR84.7K shares15.23%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II318.9K shares2.02%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II134.3K shares0.32%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS357.4K shares7.52%2026-03-312026-04-17

IMFL INVESCO EXCH TRD SLF IDX FD559.8K shares-2.10%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR200.6K shares5113.65%2026-03-312026-04-17

SUSA ISHARES TR117.8K shares5.11%2026-03-312026-04-17

SPMD SPDR SERIES TRUST198.5K shares3.38%2026-03-312026-04-17

Sponsored

JPST J P MORGAN EXCHANGE TRADED F229.7K shares36.22%2026-03-312026-04-17

WTMF WISDOMTREE TR282.1K shares0.86%2026-03-312026-04-17

VSGX VANGUARD WORLD FD154.0K shares0.93%2026-03-312026-04-17

SPAB SPDR SERIES TRUST427.0K shares-2.72%2026-03-312026-04-17

GTO INVESCO ACTIVELY MANAGED EXC176.0K shares-9.36%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS163.8K shares-11.15%2026-03-312026-04-17

PMMF BLACKROCK ETF TRUST66.4K shares79.61%2026-03-312026-04-17

QQMG INVESCO EXCH TRADED FD TR II151.8K shares-3.88%2026-03-312026-04-17

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F89.4K shares-15.78%2026-03-312026-04-17

RSPE INVESCO EXCH TRADED FD TR II200.4K shares-7.09%2026-03-312026-04-17

PZA INVESCO EXCH TRADED FD TR II240.7K shares-2.56%2026-03-312026-04-17

SCHC SCHWAB STRATEGIC TR116.2K shares-23.12%2026-03-312026-04-17

EMNT PIMCO ETF TR52.1K shares60.70%2026-03-312026-04-17

ICLO INVESCO ACTIVELY MANAGED EXC196.3K sharesnew addition2026-03-312026-04-17

FLRT PACER FDS TR107.8K shares-0.37%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F90.5K shares0.98%2026-03-312026-04-17

Sponsored

NUHY NUSHARES ETF TR201.4K shares1.25%2026-03-312026-04-17

JMHI J P MORGAN EXCHANGE TRADED F83.1K sharesnew addition2026-03-312026-04-17

EAGG ISHARES TR85.5K shares-5.34%2026-03-312026-04-17

ANGL VANECK ETF TRUST134.7K shares8.15%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS43.9K shares19.08%2026-03-312026-04-17

EUSB ISHARES TR70.8K shares-14.70%2026-03-312026-04-17

GOVI INVESCO EXCH TRADED FD TR II103.2K shares-72.79%2026-03-312026-04-17

AGG ISHARES TR27.8K shares-23.91%2026-03-312026-04-17

Sponsored

SCHF SCHWAB STRATEGIC TR108.9K shares9.50%2026-03-312026-04-17

DFCF DIMENSIONAL ETF TRUST52.9K shares4.90%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR74.5K shares26.77%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR68.5K shares8.65%2026-03-312026-04-17

AAPL APPLE INC8.0K shares-16.00%2026-03-312026-04-17

VCEB VANGUARD WORLD FD30.3K shares-60.90%2026-03-312026-04-17

NVDA NVIDIA CORPORATION10.7K shares6.35%2026-03-312026-04-17

FULT FULTON FINL CORP PA75.4K shares-13.15%2026-03-312026-04-17

Sponsored

IDEV ISHARES TR17.2K shares20.18%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS29.5K shares15.97%2026-03-312026-04-17

SPTM SPDR SERIES TRUST17.9K shares0.00%2026-03-312026-04-17

NUSC NUSHARES ETF TR31.2K shares6.10%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-0.29%2026-03-312026-04-17

NUEM NUSHARES ETF TR37.4K shares-0.29%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F23.2K shares-91.27%2026-03-312026-04-17

GOVT ISHARES TR54.4K shares-0.79%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC4.2K shares0.64%2026-03-312026-04-17

MSFT MICROSOFT CORP3.2K shares7.23%2026-03-312026-04-17

SUB ISHARES TR10.9K shares-17.49%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST29.8K shares2.67%2026-03-312026-04-17

SPHY SPDR SERIES TRUST49.0K shares11.08%2026-03-312026-04-17

IWY ISHARES TR4.2K shares-0.19%2026-03-312026-04-17

SEIV SEI EXCHANGE TRADED FUNDS24.7K shares3.25%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR40.0K shares6.73%2026-03-312026-04-17

Sponsored

SEIM SEI EXCHANGE TRADED FUNDS22.0K shares4.91%2026-03-312026-04-17

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD59.0K shares14.25%2026-03-312026-04-17

AMZN AMAZON COM INC4.7K shares2.57%2026-03-312026-04-17

SPYM SPDR SERIES TRUST12.2K shares15.79%2026-03-312026-04-17

USXF ISHARES TR16.7K shares3.05%2026-03-312026-04-17

DFAU DIMENSIONAL ETF TRUST19.0K shares1.87%2026-03-312026-04-17

IEMG ISHARES INC11.7K shares10.46%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares17.14%2026-03-312026-04-17

Sponsored

SCHD SCHWAB STRATEGIC TR24.3K shares-0.14%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS13.7K shares-32.96%2026-03-312026-04-17

UTEN RBB FD INC15.3K shares6.32%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR27.0K shares5.10%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T994 shares0.00%2026-03-312026-04-17

SEIE SEI EXCHANGE TRADED FUNDS19.8K shares-3.96%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.1K shares7.99%2026-03-312026-04-17

TSLA TESLA INC1.7K shares3.50%2026-03-312026-04-17

Sponsored

DFAX DIMENSIONAL ETF TRUST18.7K shares-1.70%2026-03-312026-04-17

VWOB VANGUARD WHITEHALL FDS9.5K shares12.04%2026-03-312026-04-17

DFGX DIMENSIONAL ETF TRUST11.8K shares6.42%2026-03-312026-04-17

EMLC VANECK ETF TRUST24.1K shares9.74%2026-03-312026-04-17

QINT AMERICAN CENTY ETF TR8.9K shares0.00%2026-03-312026-04-17

META META PLATFORMS INC1.0K shares6.88%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO2.0K shares-3.59%2026-03-312026-04-17

WMT WALMART INC4.6K shares0.37%2026-03-312026-04-17

Sponsored

DFUS DIMENSIONAL ETF TRUST8.0K shares1.82%2026-03-312026-04-17

MUB ISHARES TR5.2K shares-14.90%2026-03-312026-04-17

DUHP DIMENSIONAL ETF TRUST14.9K shares0.94%2026-03-312026-04-17

PAAA PGIM ETF TR10.6K sharesnew addition2026-03-312026-04-17

DFSD DIMENSIONAL ETF TRUST11.3K shares3.88%2026-03-312026-04-17

SCHP SCHWAB STRATEGIC TR20.3K shares7.95%2026-03-312026-04-17

DMXF ISHARES TR7.1K shares1.91%2026-03-312026-04-17

UTWO RBB FD INC11.1K shares0.00%2026-03-312026-04-17

Sponsored

SCHA SCHWAB STRATEGIC TR17.9K shares1.43%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST13.2K shares-0.69%2026-03-312026-04-17

FMHI FIRST TR EXCH TRADED FD III10.6K shares-87.06%2026-03-312026-04-17

QALT SEI EXCHANGE TRADED FUNDS19.8K shares2.63%2026-03-312026-04-17

PPL PPL CORP12.9K shares0.00%2026-03-312026-04-17

SEIQ SEI EXCHANGE TRADED FUNDS13.2K shares9.89%2026-03-312026-04-17

MA MASTERCARD INCORPORATED958 shares-3.43%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION471 shares-0.21%2026-03-312026-04-17

Sponsored

BCI ABRDN ETFS18.5K shares35.28%2026-03-312026-04-17

SHYG ISHARES TR10.6K shares-3.41%2026-03-312026-04-17

ACWV ISHARES INC3.6K shares5.92%2026-03-312026-04-17

COWZ PACER FDS TR6.7K shares13.45%2026-03-312026-04-17

PCY INVESCO EXCH TRADED FD TR II19.7K shares-4.45%2026-03-312026-04-17

DFIP DIMENSIONAL ETF TRUST9.8K shares5.12%2026-03-312026-04-17

TAXF AMERICAN CENTY ETF TR8.0K shares0.00%2026-03-312026-04-17

USMV ISHARES TR4.1K shares-13.08%2026-03-312026-04-17

Sponsored

HYG ISHARES TR4.8K shares0.00%2026-03-312026-04-17

DBND DOUBLELINE ETF TRUST8.3K shares7.37%2026-03-312026-04-17

VBK VANGUARD INDEX FDS1.3K shares13.00%2026-03-312026-04-17

VBR VANGUARD INDEX FDS1.7K shares15.69%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST6.5K shares24.72%2026-03-312026-04-17

IVE ISHARES TR1.8K shares62.74%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR3.4K shares0.00%2026-03-312026-04-17

DFSB DIMENSIONAL ETF TRUST7.1K shares5.27%2026-03-312026-04-17

Sponsored

PNC PNC FINL SVCS GROUP INC1.7K shares-30.55%2026-03-312026-04-17

MBB ISHARES TR3.8K shares7.14%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL721 shares-6.49%2026-03-312026-04-17

CLIP GLOBAL X FDS3.3K shares-15.70%2026-03-312026-04-17

XOM EXXON MOBIL CORP1.9K shares-3.44%2026-03-312026-04-17

DFAE DIMENSIONAL ETF TRUST9.2K shares-1.56%2026-03-312026-04-17

GVI ISHARES TR2.9K shares0.00%2026-03-312026-04-17

EMB ISHARES TR3.2K shares-0.50%2026-03-312026-04-17

Sponsored

VZ VERIZON COMMUNICATIONS INC5.8K shares-4.27%2026-03-312026-04-17

IVW ISHARES TR2.6K shares29.84%2026-03-312026-04-17

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET9.6K shares-9.42%2026-03-312026-04-17

SELV SEI EXCHANGE TRADED FUNDS8.8K shares2.31%2026-03-312026-04-17

SEEM SEI EXCHANGE TRADED FUNDS8.6K shares-3.20%2026-03-312026-04-17

XLG INVESCO EXCHANGE TRADED FD T5.1K shares17.43%2026-03-312026-04-17

ESML ISHARES TR5.9K shares1.15%2026-03-312026-04-17

SILA SILA REALTY TRUST INC11.5K shares0.00%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC943 shares0.86%2026-03-312026-04-17

VTV VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP779 shares0.00%2026-03-312026-04-17

SEIS SEI EXCHANGE TRADED FUNDS9.6K shares4.68%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-17

USIG ISHARES TR5.1K shares7.61%2026-03-312026-04-17

GLD SPDR GOLD TR594 shares-4.50%2026-03-312026-04-17

HD HOME DEPOT INC766 shares-7.71%2026-03-312026-04-17

Sponsored

MCD MCDONALDS CORP810 shares0.00%2026-03-312026-04-17

KLAC KLA CORP170 sharesnew addition2026-03-312026-04-17

IAGG ISHARES TR4.9K shares5.44%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.2K shares5.58%2026-03-312026-04-17

PEG PUBLIC SVC ENTERPRISE GROUP3.0K shares-4.31%2026-03-312026-04-17

T AT&T INC8.3K shares-1.09%2026-03-312026-04-17

CAT CATERPILLAR INC333 sharesnew addition2026-03-312026-04-17

TMUS T-MOBILE US INC1.1K shares-1.92%2026-03-312026-04-17

Sponsored

DIHP DIMENSIONAL ETF TRUST7.1K shares0.83%2026-03-312026-04-17

IQLT ISHARES TR5.0K shares0.00%2026-03-312026-04-17

EOG EOG RES INC1.6K sharesnew addition2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC464 shares-3.13%2026-03-312026-04-17

NFLX NETFLIX INC.2.4K shares-1.82%2026-03-312026-04-17

CSCO CISCO SYS INC2.9K shares3.25%2026-03-312026-04-17

ESGD ISHARES TR2.4K shares-0.55%2026-03-312026-04-17

LLY ELI LILLY & CO246 shares-8.55%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS705 shares0.00%2026-03-312026-04-17

NULV NUSHARES ETF TR4.9K shares0.00%2026-03-312026-04-17

ETR ENTERGY CORP NEW2.0K sharesnew addition2026-03-312026-04-17

ASML ASML HLDG NV167 sharesnew addition2026-03-312026-04-17

EFV ISHARES TR2.9K shares2.44%2026-03-312026-04-17

LINDE PLC LINDE PLC438 sharesnew addition2026-03-312026-04-17

VBND ETF SER SOLUTIONS4.9K shares0.00%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC459 shares9.03%2026-03-312026-04-17

Sponsored

EMXF ISHARES TR4.3K shares0.18%2026-03-312026-04-17

ABBV ABBVIE INC945 shares-7.53%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR4.0K shares-96.51%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.5K sharesnew addition2026-03-312026-04-17

VUSE ETF SER SOLUTIONS3.2K shares-0.34%2026-03-312026-04-17

PFE PFIZER INC7.1K sharesnew addition2026-03-312026-04-17

F FORD MTR CO11.8K shares-0.50%2026-03-312026-04-17

FSCO FS CREDIT OPPORTUNITIES CORP25.9K shares-0.00%2026-03-312026-04-17

Sponsored

IVV

ISHARES TR

15.23%

Shares84.7K

Event2026-03-31

Filed2026-04-17

RWL

INVESCO EXCH TRADED FD TR II

2.02%

Shares318.9K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

0.32%

Shares134.3K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

7.52%

Shares357.4K

Event2026-03-31

Filed2026-04-17

IMFL

INVESCO EXCH TRD SLF IDX FD

-2.10%

Shares559.8K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

5113.65%

Shares200.6K

Event2026-03-31

Filed2026-04-17

SUSA

ISHARES TR

5.11%

Shares117.8K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

3.38%

Shares198.5K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

36.22%

Shares229.7K

Event2026-03-31

Filed2026-04-17

WTMF

WISDOMTREE TR

0.86%

Shares282.1K

Event2026-03-31

Filed2026-04-17

VSGX

VANGUARD WORLD FD

0.93%

Shares154.0K

Event2026-03-31

Filed2026-04-17

SPAB

SPDR SERIES TRUST

-2.72%

Shares427.0K

Event2026-03-31

Filed2026-04-17

GTO

INVESCO ACTIVELY MANAGED EXC

-9.36%

Shares176.0K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

-11.15%

Shares163.8K

Event2026-03-31

Filed2026-04-17

PMMF

BLACKROCK ETF TRUST

79.61%

Shares66.4K

Event2026-03-31

Filed2026-04-17

QQMG

INVESCO EXCH TRADED FD TR II

-3.88%

Shares151.8K

Event2026-03-31

Filed2026-04-17

JMEE

J P MORGAN EXCHANGE TRADED F

-15.78%

Shares89.4K

Event2026-03-31

Filed2026-04-17

RSPE

INVESCO EXCH TRADED FD TR II

-7.09%

Shares200.4K

Event2026-03-31

Filed2026-04-17

PZA

INVESCO EXCH TRADED FD TR II

-2.56%

Shares240.7K

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

-23.12%

Shares116.2K

Event2026-03-31

Filed2026-04-17

EMNT

PIMCO ETF TR

60.70%

Shares52.1K

Event2026-03-31

Filed2026-04-17

ICLO

INVESCO ACTIVELY MANAGED EXC

New

Shares196.3K

Event2026-03-31

Filed2026-04-17

FLRT

PACER FDS TR

-0.37%

Shares107.8K

Event2026-03-31

Filed2026-04-17

JMST

J P MORGAN EXCHANGE TRADED F

0.98%

Shares90.5K

Event2026-03-31

Filed2026-04-17

NUHY

NUSHARES ETF TR

1.25%

Shares201.4K

Event2026-03-31

Filed2026-04-17

JMHI

J P MORGAN EXCHANGE TRADED F

New

Shares83.1K

Event2026-03-31

Filed2026-04-17

EAGG

ISHARES TR

-5.34%

Shares85.5K

Event2026-03-31

Filed2026-04-17

ANGL

VANECK ETF TRUST

8.15%

Shares134.7K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

19.08%

Shares43.9K

Event2026-03-31

Filed2026-04-17

EUSB

ISHARES TR

-14.70%

Shares70.8K

Event2026-03-31

Filed2026-04-17

GOVI

INVESCO EXCH TRADED FD TR II

-72.79%

Shares103.2K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

-23.91%

Shares27.8K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

9.50%

Shares108.9K

Event2026-03-31

Filed2026-04-17

DFCF

DIMENSIONAL ETF TRUST

4.90%

Shares52.9K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

26.77%

Shares74.5K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

8.65%

Shares68.5K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-16.00%

Shares8.0K

Event2026-03-31

Filed2026-04-17

VCEB

VANGUARD WORLD FD

-60.90%

Shares30.3K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

6.35%

Shares10.7K

Event2026-03-31

Filed2026-04-17

FULT

FULTON FINL CORP PA

-13.15%

Shares75.4K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

20.18%

Shares17.2K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

15.97%

Shares29.5K

Event2026-03-31

Filed2026-04-17

SPTM

SPDR SERIES TRUST

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-17

NUSC

NUSHARES ETF TR

6.10%

Shares31.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-0.29%

Shares2.4K

Event2026-03-31

Filed2026-04-17

NUEM

NUSHARES ETF TR

-0.29%

Shares37.4K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-91.27%

Shares23.2K

Event2026-03-31

Filed2026-04-17

GOVT

ISHARES TR

-0.79%

Shares54.4K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.64%

Shares4.2K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

7.23%

Shares3.2K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

-17.49%

Shares10.9K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

2.67%

Shares29.8K

Event2026-03-31

Filed2026-04-17

SPHY

SPDR SERIES TRUST

11.08%

Shares49.0K

Event2026-03-31

Filed2026-04-17

IWY

ISHARES TR

-0.19%

Shares4.2K

Event2026-03-31

Filed2026-04-17

SEIV

SEI EXCHANGE TRADED FUNDS

3.25%

Shares24.7K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

6.73%

Shares40.0K

Event2026-03-31

Filed2026-04-17

SEIM

SEI EXCHANGE TRADED FUNDS

4.91%

Shares22.0K

Event2026-03-31

Filed2026-04-17

BLUEROCK PVT REAL ESTATE FD

14.25%

Shares59.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

2.57%

Shares4.7K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

15.79%

Shares12.2K

Event2026-03-31

Filed2026-04-17

USXF

ISHARES TR

3.05%

Shares16.7K

Event2026-03-31

Filed2026-04-17

DFAU

DIMENSIONAL ETF TRUST

1.87%

Shares19.0K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

10.46%

Shares11.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

17.14%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-0.14%

Shares24.3K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

-32.96%

Shares13.7K

Event2026-03-31

Filed2026-04-17

UTEN

RBB FD INC

6.32%

Shares15.3K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB STRATEGIC TR

5.10%

Shares27.0K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares994

Event2026-03-31

Filed2026-04-17

SEIE

SEI EXCHANGE TRADED FUNDS

-3.96%

Shares19.8K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

7.99%

Shares2.1K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

3.50%

Shares1.7K

Event2026-03-31

Filed2026-04-17

DFAX

DIMENSIONAL ETF TRUST

-1.70%

Shares18.7K

Event2026-03-31

Filed2026-04-17

VWOB

VANGUARD WHITEHALL FDS

12.04%

Shares9.5K

Event2026-03-31

Filed2026-04-17

DFGX

DIMENSIONAL ETF TRUST

6.42%

Shares11.8K

Event2026-03-31

Filed2026-04-17

EMLC

VANECK ETF TRUST

9.74%

Shares24.1K

Event2026-03-31

Filed2026-04-17

QINT

AMERICAN CENTY ETF TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-17