Sponsored

The Analysis of Straight Path Wealth Management's Holdings & P&L

Currently, Straight Path Wealth Management holds 129 types of securities in its portfolio with a total value $374.4M. In the most recent quarter, they have increased their positions in DFAC (+118.4K shares, valued at $4.6M), DFGP (+53.3K shares, valued at $2.9M), DFIC (+49.5K shares, valued at $1.8M); decreased their positions in PLTR (-4.2K shares, valued at $611.6K), BSCQ (-10.1K shares, valued at $196.3K), SLV (-2.0K shares, valued at $136.2K); initiated new positions in N/A (+3.1K shares, valued at $750.4K), ROK (+931 shares, valued at $334.1K), DVN (+5.0K shares, valued at $251.6K).

1M P&L

+10.6M+2.73%

3M P&L

+6.7M+1.71%

HY P&L

+24.1M+6.46%

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/A311.1M

83.7%

2Auto Manufacturers44.0M

11.9%

3Software - Infrastructure3.2M

0.9%

Top Industries by Stock Count

1N/A94 stocks

77.0%

2Semiconductors3 stocks

2.5%

3Software - Infrastructure3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.8M shares6.96%2026-03-312026-04-23

TSLA TESLA INC118.4K shares0.21%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST1.0M shares4.98%2026-03-312026-04-23

DFGP DIMENSIONAL ETF TRUST488.9K shares12.22%2026-03-312026-04-23

MTUM ISHARES TR75.9K shares5.15%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST459.0K shares4.52%2026-03-312026-04-23

IMTM ISHARES TR294.9K shares4.32%2026-03-312026-04-23

BSCS INVESCO EXCH TRD SLF IDX FD539.2K shares5.52%2026-03-312026-04-23

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD586.2K shares7.42%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD541.8K shares4.57%2026-03-312026-04-23

BSCQ INVESCO EXCH TRD SLF IDX FD482.7K shares-2.04%2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST322.1K shares11.67%2026-03-312026-04-23

STIP ISHARES TR66.8K shares10.94%2026-03-312026-04-23

BSCU INVESCO EXCH TRD SLF IDX FD271.7K shares5.01%2026-03-312026-04-23

BSCV INVESCO EXCH TRD SLF IDX FD262.7K shares5.39%2026-03-312026-04-23

IVV ISHARES TR6.5K shares0.25%2026-03-312026-04-23

Sponsored

BSCW INVESCO EXCH TRD SLF IDX FD179.5K shares13.23%2026-03-312026-04-23

PJUL INNOVATOR ETFS TRUST70.0K shares0.63%2026-03-312026-04-23

IBHH ISHARES TR128.1K shares6.42%2026-03-312026-04-23

IBHG ISHARES TR127.6K shares9.27%2026-03-312026-04-23

IBHI ISHARES TR116.5K shares5.95%2026-03-312026-04-23

IBHF ISHARES TR118.2K shares0.55%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC17.6K shares-19.19%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS30.0K shares0.64%2026-03-312026-04-23

Sponsored

IBHJ ISHARES TR74.0K shares3.97%2026-03-312026-04-23

IBHK ISHARES TR64.8K shares4.76%2026-03-312026-04-23

PFE PFIZER INC54.1K shares0.93%2026-03-312026-04-23

LYB LYONDELLBASELL INDUSTRIES NV17.0K shares25.93%2026-03-312026-04-23

HDV ISHARES TR9.2K shares0.64%2026-03-312026-04-23

PAPR INNOVATOR ETFS TRUST30.6K shares1.58%2026-03-312026-04-23

IBHL ISHARES TR47.9K shares12.37%2026-03-312026-04-23

IJUL INNOVATOR ETFS TRUST34.7K shares0.85%2026-03-312026-04-23

Sponsored

AAPL APPLE INC3.9K shares4.81%2026-03-312026-04-23

INFL LISTED FDS TR18.9K shares1.89%2026-03-312026-04-23

IBTH ISHARES TR43.4K shares-0.70%2026-03-312026-04-23

ABBV ABBVIE INC4.4K shares1.56%2026-03-312026-04-23

PHYS SPROTT ASSET MANAGEMENT LP26.1K shares-7.11%2026-03-312026-04-23

PSEP INNOVATOR ETFS TRUST21.5K shares0.00%2026-03-312026-04-23

BOXX EA SERIES TRUST7.6K shares-10.50%2026-03-312026-04-23

IBTG ISHARES TR37.8K shares-4.92%2026-03-312026-04-23

Sponsored

IBDR ISHARES TR34.4K shares1.35%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS16.5K shares0.43%2026-03-312026-04-23

KJUL INNOVATOR ETFS TRUST23.6K shares0.37%2026-03-312026-04-23

COHERENT CORP COHERENT CORP3.1K sharesnew addition2026-03-312026-04-23

BE BLOOM ENERGY CORP5.5K shares0.00%2026-03-312026-04-23

PMAR INNOVATOR ETFS TRUST16.4K shares-4.52%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST15.0K shares11.93%2026-03-312026-04-23

PFEB INNOVATOR ETFS TRUST17.9K shares7.40%2026-03-312026-04-23

Sponsored

BP BP PLC15.0K shares0.00%2026-03-312026-04-23

IBTI ISHARES TR31.5K shares-2.03%2026-03-312026-04-23

ONB OLD NATL BANCORP IND31.5K shares0.00%2026-03-312026-04-23

ALAB ASTERA LABS INC6.3K shares-7.41%2026-03-312026-04-23

TUA SIMPLIFY EXCHANGE TRADED FUN32.4K shares3.18%2026-03-312026-04-23

CRDO CREDO TECHNOLOGY GROUP HOLDI7.2K shares0.00%2026-03-312026-04-23

ARKK ARK ETF TR10.0K shares-3.98%2026-03-312026-04-23

NVDA NVIDIA CORPORATION3.8K shares38.62%2026-03-312026-04-23

Sponsored

CELESTICA INC CELESTICA INC2.4K shares0.00%2026-03-312026-04-23

IBTJ ISHARES TR29.7K shares4.96%2026-03-312026-04-23

EJUL INNOVATOR ETFS TRUST21.6K shares0.38%2026-03-312026-04-23

PAUG INNOVATOR ETFS TRUST15.0K shares0.00%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC8.6K shares-10.83%2026-03-312026-04-23

ABT ABBOTT LABORATORIES5.5K shares1.52%2026-03-312026-04-23

KAPR INNOVATOR ETFS TRUST15.5K shares0.84%2026-03-312026-04-23

BUCK SIMPLIFY EXCHANGE TRADED FUN23.6K shares-11.04%2026-03-312026-04-23

Sponsored

IBDT ISHARES TR21.1K shares4.11%2026-03-312026-04-23

IBDS ISHARES TR21.9K shares4.22%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T812 shares-12.59%2026-03-312026-04-23

PJAN INNOVATOR ETFS TRUST11.3K shares15.41%2026-03-312026-04-23

RAA ETF OPPORTUNITIES TRUST18.6K shares0.00%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS821 shares0.00%2026-03-312026-04-23

IAPR INNOVATOR ETFS TRUST15.4K shares2.92%2026-03-312026-04-23

GLD SPDR GOLD TR1.1K shares7.83%2026-03-312026-04-23

Sponsored

IBD NORTHERN LTS FD TR IV19.6K shares-0.20%2026-03-312026-04-23

IFEB INNOVATOR ETFS TRUST15.2K shares9.42%2026-03-312026-04-23

IBDU ISHARES TR18.7K shares1.62%2026-03-312026-04-23

IVR INVESCO MORTGAGE CAPITAL INC53.0K shares1.92%2026-03-312026-04-23

BOCT INNOVATOR ETFS TRUST8.5K shares-0.42%2026-03-312026-04-23

IMAR INNOVATOR ETFS TRUST13.6K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP1.0K shares38.55%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR12.4K shares2.98%2026-03-312026-04-23

Sponsored

XLE SELECT SECTOR SPDR TR6.0K shares0.37%2026-03-312026-04-23

IBDV ISHARES TR15.9K shares0.00%2026-03-312026-04-23

PNOV INNOVATOR ETFS TRUST8.5K shares0.00%2026-03-312026-04-23

HARD SIMPLIFY EXCHANGE TRADED FUN9.8K shares0.00%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.6K shares0.08%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC931 sharesnew addition2026-03-312026-04-23

RILY BRC GROUP HOLDINGS INC43.8K shares6.05%2026-03-312026-04-23

SLV ISHARES SILVER TR4.7K shares-29.88%2026-03-312026-04-23

Sponsored

ISEP INNOVATOR ETFS TRUST9.6K shares0.00%2026-03-312026-04-23

EAPR INNOVATOR ETFS TRUST10.4K shares1.04%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR1.9K shares5.56%2026-03-312026-04-23

VTI VANGUARD INDEX FDS957 shares-0.42%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC6.0K shares19.00%2026-03-312026-04-23

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-23

MTBA SIMPLIFY EXCHANGE TRADED FUN6.0K shares-6.21%2026-03-312026-04-23

CSCO CISCO SYS INC3.8K shares-16.73%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC511 shares-0.39%2026-03-312026-04-23

VUG VANGUARD INDEX FDS654 shares-3.25%2026-03-312026-04-23

SDY SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-04-23

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

LUMN LUMEN TECHNOLOGIES INC40.0K shares0.00%2026-03-312026-04-23

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC12.0K shares0.00%2026-03-312026-04-23

POCT INNOVATOR ETFS TRUST6.3K shares6.31%2026-03-312026-04-23

DVYE ISHARES INC7.5K shares10.22%2026-03-312026-04-23

Sponsored

S SENTINELONE INC20.0K shares0.00%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW5.0K sharesnew addition2026-03-312026-04-23

IJAN INNOVATOR ETFS TRUST6.9K shares4.25%2026-03-312026-04-23

BIBL NORTHERN LTS FD TR IV5.2K shares0.15%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR2.2K shares0.13%2026-03-312026-04-23

ALPHABET INC ALPHABET INC828 sharesnew addition2026-03-312026-04-23

TYA SIMPLIFY EXCHANGE TRADED FUN18.0K shares4.36%2026-03-312026-04-23

YMAX TIDAL TRUST II29.3K shares-1.18%2026-03-312026-04-23

Sponsored

TIDAL TRUST II TIDAL TRUST II7.4K shares-2.57%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR4.6K shares0.35%2026-03-312026-04-23

PJUN INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-04-23

EFAV ISHARES TR2.4K shares0.00%2026-03-312026-04-23

VBR VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS3.4K shares-5.05%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-23

RCS PIMCO STRATEGIC INCOME FD39.9K shares2.57%2026-03-312026-04-23

Sponsored

XLV SELECT SECTOR SPDR TR1.4K shares0.28%2026-03-312026-04-23

PMAY INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-04-23

VO VANGUARD INDEX FDS720 sharesnew addition2026-03-312026-04-23

SHLD GLOBAL X FDS2.9K sharesnew addition2026-03-312026-04-23

IBTK ISHARES TR10.0K sharesnew addition2026-03-312026-04-23

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST10.3K sharesnew addition2026-03-312026-04-23

EC ECOPETROL S A10.0K shares0.00%2026-03-312026-04-23

LXRX LEXICON PHARMACEUTICALS INC62.7K shares0.00%2026-03-312026-04-23

Sponsored

RR RICHTECH ROBOTICS INC14.2K shares26.79%2026-03-312026-04-23

DFAC

DIMENSIONAL ETF TRUST

6.96%

Shares1.8M

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

0.21%

Shares118.4K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

4.98%

Shares1.0M

Event2026-03-31

Filed2026-04-23

DFGP

DIMENSIONAL ETF TRUST

12.22%

Shares488.9K

Event2026-03-31

Filed2026-04-23

MTUM

ISHARES TR

5.15%

Shares75.9K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

4.52%

Shares459.0K

Event2026-03-31

Filed2026-04-23

IMTM

ISHARES TR

4.32%

Shares294.9K

Event2026-03-31

Filed2026-04-23

BSCS

INVESCO EXCH TRD SLF IDX FD

5.52%

Shares539.2K

Event2026-03-31

Filed2026-04-23

BSCT

INVESCO EXCH TRD SLF IDX FD

7.42%

Shares586.2K

Event2026-03-31

Filed2026-04-23

BSCR

INVESCO EXCH TRD SLF IDX FD

4.57%

Shares541.8K

Event2026-03-31

Filed2026-04-23

BSCQ

INVESCO EXCH TRD SLF IDX FD

-2.04%

Shares482.7K

Event2026-03-31

Filed2026-04-23

DFAR

DIMENSIONAL ETF TRUST

11.67%

Shares322.1K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

10.94%

Shares66.8K

Event2026-03-31

Filed2026-04-23

BSCU

INVESCO EXCH TRD SLF IDX FD

5.01%

Shares271.7K

Event2026-03-31

Filed2026-04-23

BSCV

INVESCO EXCH TRD SLF IDX FD

5.39%

Shares262.7K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.25%

Shares6.5K

Event2026-03-31

Filed2026-04-23

BSCW

INVESCO EXCH TRD SLF IDX FD

13.23%

Shares179.5K

Event2026-03-31

Filed2026-04-23

PJUL

INNOVATOR ETFS TRUST

0.63%

Shares70.0K

Event2026-03-31

Filed2026-04-23

IBHH

ISHARES TR

6.42%

Shares128.1K

Event2026-03-31

Filed2026-04-23

IBHG

ISHARES TR

9.27%

Shares127.6K

Event2026-03-31

Filed2026-04-23

IBHI

ISHARES TR

5.95%

Shares116.5K

Event2026-03-31

Filed2026-04-23

IBHF

ISHARES TR

0.55%

Shares118.2K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

-19.19%

Shares17.6K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

0.64%

Shares30.0K

Event2026-03-31

Filed2026-04-23

IBHJ

ISHARES TR

3.97%

Shares74.0K

Event2026-03-31

Filed2026-04-23

IBHK

ISHARES TR

4.76%

Shares64.8K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

0.93%

Shares54.1K

Event2026-03-31

Filed2026-04-23

LYB

LYONDELLBASELL INDUSTRIES NV

25.93%

Shares17.0K

Event2026-03-31

Filed2026-04-23

HDV

ISHARES TR

0.64%

Shares9.2K

Event2026-03-31

Filed2026-04-23

PAPR

INNOVATOR ETFS TRUST

1.58%

Shares30.6K

Event2026-03-31

Filed2026-04-23

IBHL

ISHARES TR

12.37%

Shares47.9K

Event2026-03-31

Filed2026-04-23

IJUL

INNOVATOR ETFS TRUST

0.85%

Shares34.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

4.81%

Shares3.9K

Event2026-03-31

Filed2026-04-23

INFL

LISTED FDS TR

1.89%

Shares18.9K

Event2026-03-31

Filed2026-04-23

IBTH

ISHARES TR

-0.70%

Shares43.4K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

1.56%

Shares4.4K

Event2026-03-31

Filed2026-04-23

PHYS

SPROTT ASSET MANAGEMENT LP

-7.11%

Shares26.1K

Event2026-03-31

Filed2026-04-23

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares21.5K

Event2026-03-31

Filed2026-04-23

BOXX

EA SERIES TRUST

-10.50%

Shares7.6K

Event2026-03-31

Filed2026-04-23

IBTG

ISHARES TR

-4.92%

Shares37.8K

Event2026-03-31

Filed2026-04-23

IBDR

ISHARES TR

1.35%

Shares34.4K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

0.43%

Shares16.5K

Event2026-03-31

Filed2026-04-23

KJUL

INNOVATOR ETFS TRUST

0.37%

Shares23.6K

Event2026-03-31

Filed2026-04-23

COHERENT CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-23

BLOOM ENERGY CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

PMAR

INNOVATOR ETFS TRUST

-4.52%

Shares16.4K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

11.93%

Shares15.0K

Event2026-03-31

Filed2026-04-23

PFEB

INNOVATOR ETFS TRUST

7.40%

Shares17.9K

Event2026-03-31

Filed2026-04-23

BP PLC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-23

IBTI

ISHARES TR

-2.03%

Shares31.5K

Event2026-03-31

Filed2026-04-23

ONB

OLD NATL BANCORP IND

0.00%

Shares31.5K

Event2026-03-31

Filed2026-04-23

ALAB

ASTERA LABS INC

-7.41%

Shares6.3K

Event2026-03-31

Filed2026-04-23

TUA

SIMPLIFY EXCHANGE TRADED FUN

3.18%

Shares32.4K

Event2026-03-31

Filed2026-04-23

CRDO

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

ARKK

ARK ETF TR

-3.98%

Shares10.0K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

38.62%

Shares3.8K

Event2026-03-31

Filed2026-04-23

CELESTICA INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

IBTJ

ISHARES TR

4.96%

Shares29.7K

Event2026-03-31

Filed2026-04-23

EJUL

INNOVATOR ETFS TRUST

0.38%

Shares21.6K

Event2026-03-31

Filed2026-04-23

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-23

HOOD

ROBINHOOD MKTS INC

-10.83%

Shares8.6K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

1.52%

Shares5.5K

Event2026-03-31

Filed2026-04-23

KAPR

INNOVATOR ETFS TRUST

0.84%

Shares15.5K

Event2026-03-31

Filed2026-04-23

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-11.04%

Shares23.6K

Event2026-03-31

Filed2026-04-23

IBDT

ISHARES TR

4.11%

Shares21.1K

Event2026-03-31

Filed2026-04-23

IBDS

ISHARES TR

4.22%

Shares21.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-12.59%

Shares812

Event2026-03-31

Filed2026-04-23

PJAN

INNOVATOR ETFS TRUST

15.41%

Shares11.3K

Event2026-03-31

Filed2026-04-23

RAA

ETF OPPORTUNITIES TRUST

0.00%

Shares18.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares821

Event2026-03-31

Filed2026-04-23

IAPR

INNOVATOR ETFS TRUST

2.92%

Shares15.4K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

7.83%

Shares1.1K

Event2026-03-31

Filed2026-04-23

IBD

NORTHERN LTS FD TR IV

-0.20%

Shares19.6K

Event2026-03-31

Filed2026-04-23

IFEB

INNOVATOR ETFS TRUST

9.42%

Shares15.2K

Event2026-03-31

Filed2026-04-23

IBDU

ISHARES TR

1.62%

Shares18.7K

Event2026-03-31

Filed2026-04-23

IVR

INVESCO MORTGAGE CAPITAL INC

1.92%

Shares53.0K

Event2026-03-31

Filed2026-04-23

BOCT

INNOVATOR ETFS TRUST

-0.42%

Shares8.5K

Event2026-03-31

Filed2026-04-23

IMAR

INNOVATOR ETFS TRUST

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

38.55%

Shares1.0K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

2.98%

Shares12.4K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

0.37%

Shares6.0K

Event2026-03-31

Filed2026-04-23

IBDV

ISHARES TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-23

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-23

HARD

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-23

ROK

ROCKWELL AUTOMATION INC

New

Shares931

Event2026-03-31

Filed2026-04-23

RILY

BRC GROUP HOLDINGS INC

6.05%

Shares43.8K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

-29.88%

Shares4.7K

Event2026-03-31

Filed2026-04-23

ISEP

INNOVATOR ETFS TRUST

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-23

EAPR

INNOVATOR ETFS TRUST

1.04%

Shares10.4K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

5.56%

Shares1.9K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-0.42%

Shares957

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

19.00%

Shares6.0K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-6.21%

Shares6.0K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-16.73%

Shares3.8K

Event2026-03-31

Filed2026-04-23