Sponsored

The Analysis of Stone Summit Wealth LLC's Holdings & P&L

Currently, Stone Summit Wealth LLC holds 142 types of securities in its portfolio with a total value $359.3M. In the most recent quarter, they have increased their positions in VEA (+39.7K shares, valued at $2.5M), VCSH (+23.6K shares, valued at $1.9M), BSV (+13.9K shares, valued at $1.1M); decreased their positions in HEFA (-44.3K shares, valued at $1.9M), VTV (-5.6K shares, valued at $1.1M), PEP (-4.5K shares, valued at $704.2K); initiated new positions in SPSB (+20.0K shares, valued at $601.4K), IUSG (+3.1K shares, valued at $483.6K), VOOV (+1.4K shares, valued at $289.4K).

1M P&L

+6.9M+1.95%

3M P&L

-34.6M-8.83%

HY P&L

-18.0M-4.78%

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/A223.5M

67.7%

2Software - Infrastructure23.2M

7.0%

3Drug Manufacturers - General10.6M

3.2%

Top Industries by Stock Count

1N/A82 stocks

63.1%

2Drug Manufacturers - General5 stocks

3.8%

3Aerospace & Defense3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP61.5K shares-0.21%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS231.4K shares11.36%2026-03-312026-04-23

VTV VANGUARD INDEX FDS89.5K shares-5.90%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS220.9K shares21.90%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS166.4K shares9.14%2026-03-312026-04-23

SPYM SPDR SERIES TRUST158.1K shares0.85%2026-03-312026-04-23

ALPHABET INC ALPHABET INC37.4K shares-4.68%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST198.6K shares3.38%2026-03-312026-04-23

Sponsored

BNDW VANGUARD SCOTTSDALE FDS124.0K shares4.81%2026-03-312026-04-23

SPYV SPDR SERIES TRUST148.9K shares5.97%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO28.2K shares-5.64%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS97.1K shares3.47%2026-03-312026-04-23

IVV ISHARES TR11.7K shares2.02%2026-03-312026-04-23

VUG VANGUARD INDEX FDS14.7K shares-6.92%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.1K shares1.49%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC16.9K shares-7.77%2026-03-312026-04-23

Sponsored

SPYG SPDR SERIES TRUST57.7K shares9.98%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR52.9K shares-2.13%2026-03-312026-04-23

STIP ISHARES TR47.0K shares2.41%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR43.7K shares-1.49%2026-03-312026-04-23

IEMG ISHARES INC69.0K shares5.89%2026-03-312026-04-23

AAPL APPLE INC18.0K shares-3.16%2026-03-312026-04-23

CMI CUMMINS INC8.5K shares-8.94%2026-03-312026-04-23

VBR VANGUARD INDEX FDS20.3K shares-12.92%2026-03-312026-04-23

Sponsored

GILD GILEAD SCIENCES INC31.2K shares-4.03%2026-03-312026-04-23

CAT CATERPILLAR INC6.1K shares-7.87%2026-03-312026-04-23

APH AMPHENOL CORP34.1K shares-8.01%2026-03-312026-04-23

LINDE PLC LINDE PLC8.4K shares-1.06%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO13.6K shares-4.32%2026-03-312026-04-23

IJR ISHARES TR32.6K shares-1.42%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR47.4K shares-4.64%2026-03-312026-04-23

VB VANGUARD INDEX FDS13.6K shares3.82%2026-03-312026-04-23

Sponsored

SYK STRYKER CORPORATION10.7K shares-3.44%2026-03-312026-04-23

ECL ECOLAB INC12.0K shares-0.36%2026-03-312026-04-23

LLY ELI LILLY & CO3.4K shares0.51%2026-03-312026-04-23

VTI VANGUARD INDEX FDS9.7K shares0.46%2026-03-312026-04-23

PEP PEPSICO INC19.7K shares-18.75%2026-03-312026-04-23

QCOM QUALCOMM INC22.2K shares-4.74%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F52.8K shares-0.08%2026-03-312026-04-23

SUB ISHARES TR25.9K shares2.15%2026-03-312026-04-23

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.1K shares-0.58%2026-03-312026-04-23

LOW LOWES COS INC11.3K shares-1.65%2026-03-312026-04-23

SCHC SCHWAB STRATEGIC TR55.4K shares15.59%2026-03-312026-04-23

NEE NEXTERA ENERGY INC27.8K shares6.99%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR31.6K shares-3.35%2026-03-312026-04-23

EFG ISHARES TR21.2K shares35.54%2026-03-312026-04-23

V VISA INC7.7K shares-0.48%2026-03-312026-04-23

VV VANGUARD INDEX FDS7.7K shares-0.04%2026-03-312026-04-23

Sponsored

DFUV DIMENSIONAL ETF TRUST44.3K shares-0.49%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC17.6K shares42.98%2026-03-312026-04-23

SPSM SPDR SERIES TRUST43.1K shares-15.26%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC18.3K shares-5.42%2026-03-312026-04-23

VO VANGUARD INDEX FDS7.0K shares0.90%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC22.1K shares4.13%2026-03-312026-04-23

IGV ISHARES TR23.1K shares-8.14%2026-03-312026-04-23

IEFA ISHARES TR20.2K shares51.98%2026-03-312026-04-23

Sponsored

SCHX SCHWAB STRATEGIC TR66.5K shares21.95%2026-03-312026-04-23

HD HOME DEPOT INC4.8K shares-4.21%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS30.5K shares3.69%2026-03-312026-04-23

HYG ISHARES TR18.2K shares-9.10%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST37.2K shares-2.60%2026-03-312026-04-23

WMT WALMART INC11.6K shares-0.43%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO22.5K shares86.02%2026-03-312026-04-23

ALPHABET INC ALPHABET INC4.1K shares0.52%2026-03-312026-04-23

Sponsored

XLU SELECT SECTOR SPDR TR23.3K shares3.53%2026-03-312026-04-23

TSLA TESLA INC2.8K shares23.81%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP10.9K shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON4.1K shares-1.55%2026-03-312026-04-23

XOM EXXON MOBIL CORP5.6K shares-3.44%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST14.0K shares-1.10%2026-03-312026-04-23

MUB ISHARES TR7.9K shares-1.29%2026-03-312026-04-23

AMGN AMGEN INC2.3K shares3.05%2026-03-312026-04-23

Sponsored

FNDF SCHWAB STRATEGIC TR16.5K shares-2.53%2026-03-312026-04-23

KO COCA COLA CO10.3K shares-7.40%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-0.07%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS16.8K shares2.87%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares24.22%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR30.1K shares0.09%2026-03-312026-04-23

DIS DISNEY WALT CO7.1K shares-41.39%2026-03-312026-04-23

BAC BANK AMERICA CORP13.2K shares-7.37%2026-03-312026-04-23

Sponsored

SCHG SCHWAB STRATEGIC TR21.7K shares89.28%2026-03-312026-04-23

IWF ISHARES TR1.4K shares-0.35%2026-03-312026-04-23

SPSB SPDR SERIES TRUST20.0K sharesnew addition2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40944 shares-16.31%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2026-03-312026-04-23

VTEC VANGUARD CALIF TAX FREE FDS5.7K shares18.53%2026-03-312026-04-23

ITOT ISHARES TR3.9K shares0.00%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR21.9K shares0.04%2026-03-312026-04-23

Sponsored

VTES VANGUARD WELLINGTON FD5.4K shares1.08%2026-03-312026-04-23

IWM ISHARES TR2.2K shares0.00%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR17.2K shares-8.08%2026-03-312026-04-23

IUSG ISHARES TR3.1K sharesnew addition2026-03-312026-04-23

RCL ROYAL CARIBBEAN GROUP1.7K shares-7.92%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST6.7K shares0.00%2026-03-312026-04-23

PG PROCTER & GAMBLE CO3.3K shares-4.22%2026-03-312026-04-23

HEFA ISHARES TR10.7K shares-80.56%2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP3.1K shares-1.34%2026-03-312026-04-23

IVE ISHARES TR2.1K shares-16.36%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR5.0K shares-0.42%2026-03-312026-04-23

IVW ISHARES TR3.7K shares-8.05%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-4.23%2026-03-312026-04-23

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL855 shares-6.56%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.6K shares-5.26%2026-03-312026-04-23

Sponsored

XLV SELECT SECTOR SPDR TR2.7K shares2.27%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR12.6K shares0.00%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR12.6K shares-4.66%2026-03-312026-04-23

NKE NIKE INC7.2K shares-8.30%2026-03-312026-04-23

VIOV VANGUARD ADMIRAL FDS INC3.7K shares0.00%2026-03-312026-04-23

MCD MCDONALDS CORP1.2K shares-3.23%2026-03-312026-04-23

BA BOEING CO1.9K shares0.00%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F4.8K shares0.00%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION2.0K shares-11.86%2026-03-312026-04-23

CALI BLACKROCK ETF TRUST II6.9K shares18.56%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC975 shares-7.14%2026-03-312026-04-23

ARES ARES MANAGEMENT CORPORATION3.1K shares-3.82%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F6.7K shares-45.38%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC1.6K shares-4.82%2026-03-312026-04-23

TEVA TEVA PHARMACEUTICAL INDS LTD10.3K shares-6.22%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC4.0K shares-4.99%2026-03-312026-04-23

TFC TRUIST FINL CORP6.5K shares-7.14%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST7.6K shares-12.57%2026-03-312026-04-23

VOOV VANGUARD ADMIRAL FDS INC1.4K sharesnew addition2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR1.8K shares2.91%2026-03-312026-04-23

IWB ISHARES TR788 shares0.00%2026-03-312026-04-23

SCZ ISHARES TR3.5K shares-0.34%2026-03-312026-04-23

KTOS KRATOS DEFENSE & SEC SOLUTIO3.9K shares4.55%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR2.1K shares-9.71%2026-03-312026-04-23

PFF ISHARES TR9.0K shares-19.23%2026-03-312026-04-23

EZU ISHARES INC4.3K shares-1.35%2026-03-312026-04-23

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-23

JMUB J P MORGAN EXCHANGE TRADED F5.3K shares-2.23%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR7.8K shares-2.36%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO2.9K shares-1.67%2026-03-312026-04-23

PGX INVESCO EXCH TRADED FD TR II22.7K shares-9.20%2026-03-312026-04-23

Sponsored

AVIV AMERICAN CENTY ETF TR3.2K shares-55.99%2026-03-312026-04-23

IWD ISHARES TR1.1K shares0.00%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC975 shares-2.50%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS3.0K shares-66.21%2026-03-312026-04-23

GLDM WORLD GOLD TR2.4K shares0.00%2026-03-312026-04-23

FNDC SCHWAB STRATEGIC TR4.4K shares-1.51%2026-03-312026-04-23

MSFT

MICROSOFT CORP

-0.21%

Shares61.5K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

11.36%

Shares231.4K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-5.90%

Shares89.5K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

21.90%

Shares220.9K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

9.14%

Shares166.4K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

0.85%

Shares158.1K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-4.68%

Shares37.4K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

3.38%

Shares198.6K

Event2026-03-31

Filed2026-04-23

BNDW

VANGUARD SCOTTSDALE FDS

4.81%

Shares124.0K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

5.97%

Shares148.9K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-5.64%

Shares28.2K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

3.47%

Shares97.1K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

2.02%

Shares11.7K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-6.92%

Shares14.7K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

1.49%

Shares32.1K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.77%

Shares16.9K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

9.98%

Shares57.7K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

-2.13%

Shares52.9K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

2.41%

Shares47.0K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

-1.49%

Shares43.7K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

5.89%

Shares69.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-3.16%

Shares18.0K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

-8.94%

Shares8.5K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

-12.92%

Shares20.3K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

-4.03%

Shares31.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-7.87%

Shares6.1K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

-8.01%

Shares34.1K

Event2026-03-31

Filed2026-04-23

LINDE PLC

-1.06%

Shares8.4K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-4.32%

Shares13.6K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-1.42%

Shares32.6K

Event2026-03-31

Filed2026-04-23

AVLV

AMERICAN CENTY ETF TR

-4.64%

Shares47.4K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.82%

Shares13.6K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

-3.44%

Shares10.7K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

-0.36%

Shares12.0K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.51%

Shares3.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.46%

Shares9.7K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-18.75%

Shares19.7K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-4.74%

Shares22.2K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-0.08%

Shares52.8K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

2.15%

Shares25.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-0.58%

Shares4.1K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

-1.65%

Shares11.3K

Event2026-03-31

Filed2026-04-23

SCHC

SCHWAB STRATEGIC TR

15.59%

Shares55.4K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

6.99%

Shares27.8K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

-3.35%

Shares31.6K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES TR

35.54%

Shares21.2K

Event2026-03-31

Filed2026-04-23

VISA INC

-0.48%

Shares7.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.04%

Shares7.7K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

-0.49%

Shares44.3K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

42.98%

Shares17.6K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

-15.26%

Shares43.1K

Event2026-03-31

Filed2026-04-23

AGILENT TECHNOLOGIES INC

-5.42%

Shares18.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.90%

Shares7.0K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

4.13%

Shares22.1K

Event2026-03-31

Filed2026-04-23

IGV

ISHARES TR

-8.14%

Shares23.1K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

51.98%

Shares20.2K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

21.95%

Shares66.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-4.21%

Shares4.8K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

3.69%

Shares30.5K

Event2026-03-31

Filed2026-04-23

HYG

ISHARES TR

-9.10%

Shares18.2K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

-2.60%

Shares37.2K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-0.43%

Shares11.6K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

86.02%

Shares22.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.52%

Shares4.1K

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

3.53%

Shares23.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

23.81%

Shares2.8K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-1.55%

Shares4.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-3.44%

Shares5.6K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

-1.10%

Shares14.0K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

-1.29%

Shares7.9K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

3.05%

Shares2.3K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

-2.53%

Shares16.5K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-7.40%

Shares10.3K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-0.07%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

2.87%

Shares16.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

24.22%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

0.09%

Shares30.1K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-41.39%

Shares7.1K

Event2026-03-31

Filed2026-04-23

BAC

BANK AMERICA CORP

-7.37%

Shares13.2K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

89.28%

Shares21.7K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-0.35%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

New

Shares20.0K

Event2026-03-31

Filed2026-04-23

MDY

STATE STR SPDR S&P MIDCAP 40

-16.31%

Shares944

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

VTEC

VANGUARD CALIF TAX FREE FDS

18.53%

Shares5.7K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

0.04%

Shares21.9K

Event2026-03-31

Filed2026-04-23

VTES

VANGUARD WELLINGTON FD

1.08%

Shares5.4K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

-8.08%

Shares17.2K

Event2026-03-31

Filed2026-04-23

IUSG

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-23

RCL

ROYAL CARIBBEAN GROUP

-7.92%

Shares1.7K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-4.22%

Shares3.3K

Event2026-03-31

Filed2026-04-23

HEFA

ISHARES TR

-80.56%

Shares10.7K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-1.34%

Shares3.1K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-16.36%

Shares2.1K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-0.42%

Shares5.0K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

-8.05%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

-4.23%

Shares1.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-6.56%

Shares855

Event2026-03-31

Filed2026-04-23

APOLLO GLOBAL MGMT INC

-5.26%

Shares3.6K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TR

2.27%

Shares2.7K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-23

SCHV

SCHWAB STRATEGIC TR

-4.66%

Shares12.6K

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC

-8.30%

Shares7.2K

Event2026-03-31

Filed2026-04-23

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-3.23%

Shares1.2K

Event2026-03-31

Filed2026-04-23

BOEING CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-11.86%

Shares2.0K

Event2026-03-31

Filed2026-04-23

CALI

BLACKROCK ETF TRUST II

18.56%

Shares6.9K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

-7.14%

Shares975

Event2026-03-31

Filed2026-04-23

ARES

ARES MANAGEMENT CORPORATION

-3.82%

Shares3.1K

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

-45.38%

Shares6.7K

Event2026-03-31

Filed2026-04-23

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-4.82%

Shares1.6K

Event2026-03-31

Filed2026-04-23

TEVA

TEVA PHARMACEUTICAL INDS LTD

-6.22%

Shares10.3K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-4.99%

Shares4.0K

Event2026-03-31

Filed2026-04-23

TFC

TRUIST FINL CORP

-7.14%

Shares6.5K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

-12.57%

Shares7.6K

Event2026-03-31

Filed2026-04-23

VOOV

VANGUARD ADMIRAL FDS INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

2.91%

Shares1.8K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.00%

Shares788

Event2026-03-31

Filed2026-04-23

SCZ

ISHARES TR

-0.34%

Shares3.5K

Event2026-03-31

Filed2026-04-23

KTOS

KRATOS DEFENSE & SEC SOLUTIO

4.55%

Shares3.9K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-9.71%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

-19.23%

Shares9.0K

Event2026-03-31

Filed2026-04-23

EZU

ISHARES INC

-1.35%

Shares4.3K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-23

JMUB

J P MORGAN EXCHANGE TRADED F

-2.23%

Shares5.3K

Event2026-03-31

Filed2026-04-23

SCHE

SCHWAB STRATEGIC TR

-2.36%

Shares7.8K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

-1.67%

Shares2.9K

Event2026-03-31

Filed2026-04-23

PGX

INVESCO EXCH TRADED FD TR II

-9.20%

Shares22.7K

Event2026-03-31

Filed2026-04-23

AVIV

AMERICAN CENTY ETF TR

-55.99%

Shares3.2K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

HWM

HOWMET AEROSPACE INC

-2.50%

Shares975

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

-66.21%

Shares3.0K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

FNDC

SCHWAB STRATEGIC TR

-1.51%

Shares4.4K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available