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The Analysis of Strategic Wealth Advisors LLC's Holdings & P&L

Currently, Strategic Wealth Advisors LLC holds 267 types of securities in its portfolio with a total value $124.7K. In the most recent quarter, they have increased their positions in VUSB (+58.0K shares, valued at $2.9K), JPST (+20.8K shares, valued at $1.1K), IEMG (+13.0K shares, valued at $908.1961619289903); decreased their positions in N/A (-1.4K shares, valued at $100.46077278074382), SCZ (-1.1K shares, valued at $86.38322868138545), MCD (-269 shares, valued at $83.49084568439407); initiated new positions in CGGR (+4.1K shares, valued at $164), JPEF (+1.1K shares, valued at $76), DFIV (+600 shares, valued at $31).

1M P&L

+252.9K+0.20%

3M P&L

-4.0M-3.02%

HY P&L

-3.2M-2.40%

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/A112.1K

94.2%

2Consumer Electronics1.1K

0.9%

3Drug Manufacturers - General0.7K

0.6%

Top Industries by Stock Count

1N/A102 stocks

42.7%

2Drug Manufacturers - General8 stocks

3.3%

3Semiconductors6 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T16.8K shares-0.69%2026-03-312026-05-01

IVV ISHARES TR13.9K shares6.65%2026-03-312026-05-01

VBK VANGUARD INDEX FDS23.7K shares-0.71%2026-03-312026-05-01

VBR VANGUARD INDEX FDS30.5K shares-0.28%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST167.2K shares1.02%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS80.6K shares9.32%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST174.3K shares14.78%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F110.6K shares23.09%2026-03-312026-05-01

Sponsored

DFAR DIMENSIONAL ETF TRUST181.3K shares9.26%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS86.0K shares206.76%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST85.4K shares3.68%2026-03-312026-05-01

VOE VANGUARD INDEX FDS17.8K shares0.08%2026-03-312026-05-01

IWD ISHARES TR14.8K shares12.99%2026-03-312026-05-01

SCZ ISHARES TR39.5K shares-2.71%2026-03-312026-05-01

MINT PIMCO ETF TR30.7K shares14.20%2026-03-312026-05-01

VNQI VANGUARD INTL EQUITY INDEX F66.5K shares4.05%2026-03-312026-05-01

Sponsored

VOT VANGUARD INDEX FDS11.4K shares4.28%2026-03-312026-05-01

DFIS DIMENSIONAL ETF TRUST84.2K shares-2.46%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares15.54%2026-03-312026-05-01

IWF ISHARES TR4.8K shares4.24%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS21.9K shares1.10%2026-03-312026-05-01

VB VANGUARD INDEX FDS6.1K shares0.13%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F26.7K shares-0.84%2026-03-312026-05-01

JMST J P MORGAN EXCHANGE TRADED F29.3K shares1.02%2026-03-312026-05-01

Sponsored

IEMG ISHARES INC18.1K shares257.42%2026-03-312026-05-01

IEFA ISHARES TR12.5K shares2.05%2026-03-312026-05-01

AAPL APPLE INC4.4K shares-0.36%2026-03-312026-05-01

HELO J P MORGAN EXCHANGE TRADED F14.7K shares5.49%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.1K shares-11.06%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS9.2K shares91.69%2026-03-312026-05-01

VO VANGUARD INDEX FDS2.3K shares2.63%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR7.5K shares-5.69%2026-03-312026-05-01

Sponsored

IWB ISHARES TR1.8K shares0.00%2026-03-312026-05-01

ALL ALLSTATE CORP3.0K shares0.00%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC5.1K shares-9.14%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS11.4K shares-6.25%2026-03-312026-05-01

NEAR ISHARES U S ETF TR10.9K shares70.13%2026-03-312026-05-01

MSFT MICROSOFT CORP1.4K shares-1.63%2026-03-312026-05-01

IWN ISHARES TR2.7K shares2.90%2026-03-312026-05-01

EFAV ISHARES TR4.4K shares0.00%2026-03-312026-05-01

Sponsored

AMGN AMGEN INC1.1K shares0.00%2026-03-312026-05-01

MCD MCDONALDS CORP1.1K shares-19.00%2026-03-312026-05-01

IWM ISHARES TR1.1K shares26.50%2026-03-312026-05-01

HOLA J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION226 shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS659 shares-2.66%2026-03-312026-05-01

EMXC ISHARES INC2.6K shares2.30%2026-03-312026-05-01

XHB SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-05-01

Sponsored

VHT VANGUARD WORLD FD710 shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC652 shares0.00%2026-03-312026-05-01

MCHP MICROCHIP TECHNOLOGY INC.2.9K shares0.00%2026-03-312026-05-01

GWX SPDR INDEX SHS FDS4.4K shares-8.07%2026-03-312026-05-01

VV VANGUARD INDEX FDS562 shares0.00%2026-03-312026-05-01

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO3.1K shares0.00%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF4.1K sharesnew addition2026-03-312026-05-01

MS MORGAN STANLEY970 shares-17.09%2026-03-312026-05-01

Sponsored

WMT WALMART INC1.2K shares0.00%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST2.1K shares-5.14%2026-03-312026-05-01

GWW WW GRAINGER INC139 shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC477 shares6.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON517 shares0.00%2026-03-312026-05-01

IWP ISHARES TR979 shares0.00%2026-03-312026-05-01

O REALTY INCOME CORP2.0K shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F2.3K shares0.00%2026-03-312026-05-01

Sponsored

JPM JPMORGAN CHASE & CO389 shares-22.51%2026-03-312026-05-01

ICF ISHARES TR1.8K shares0.00%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS449 shares0.00%2026-03-312026-05-01

NVDA NVIDIA CORPORATION617 shares0.00%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE370 shares0.00%2026-03-312026-05-01

SDY SPDR SERIES TRUST712 shares0.00%2026-03-312026-05-01

PG PROCTER & GAMBLE CO708 shares8.42%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR171 shares0.00%2026-03-312026-05-01

Sponsored

MGK VANGUARD WORLD FD260 shares0.00%2026-03-312026-05-01

CSX CSX CORP2.2K shares0.00%2026-03-312026-05-01

RWX SPDR INDEX SHS FDS3.3K shares0.00%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC198 shares0.00%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP116 shares-20.00%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T409 shares0.00%2026-03-312026-05-01

AGG ISHARES TR771 shares8.59%2026-03-312026-05-01

JPEF J P MORGAN EXCHANGE TRADED F1.1K sharesnew addition2026-03-312026-05-01

Sponsored

PEP PEPSICO INC485 shares0.00%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-01

UNP UNION PAC CORP313 shares0.00%2026-03-312026-05-01

IWS ISHARES TR500 shares0.00%2026-03-312026-05-01

ABBV ABBVIE INC330 shares-32.24%2026-03-312026-05-01

IVW ISHARES TR610 shares0.00%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP720 shares0.00%2026-03-312026-05-01

VAW VANGUARD WORLD FD300 shares0.00%2026-03-312026-05-01

Sponsored

IWR ISHARES TR687 shares0.00%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN317 shares-37.96%2026-03-312026-05-01

IWV ISHARES TR175 shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL CORP357 shares-4.03%2026-03-312026-05-01

NVS NOVARTIS AG382 shares0.00%2026-03-312026-05-01

PFE PFIZER INC2.1K shares18.20%2026-03-312026-05-01

XHS SPDR SERIES TRUST560 shares0.00%2026-03-312026-05-01

IYJ ISHARES TR374 shares0.00%2026-03-312026-05-01

Sponsored

KMI KINDER MORGAN INC DEL1.7K shares0.00%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP160 shares0.00%2026-03-312026-05-01

MPC MARATHON PETE CORP223 shares0.00%2026-03-312026-05-01

USMV ISHARES TR575 shares-14.18%2026-03-312026-05-01

APH AMPHENOL CORP407 shares0.00%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO604 shares0.00%2026-03-312026-05-01

SILA SILA REALTY TRUST INC2.2K shares0.00%2026-03-312026-05-01

EQAL INVESCO EXCH TRADED FD TR II872 shares0.00%2026-03-312026-05-01

Sponsored

AFL AFLAC INC436 shares-23.51%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP263 shares-28.92%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC414 shares0.00%2026-03-312026-05-01

SLV ISHARES SILVER TR679 shares8.47%2026-03-312026-05-01

PLD PROLOGIS INC.355 shares0.00%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR1.5K shares95.64%2026-03-312026-05-01

XEL XCEL ENERGY INC590 shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC52 shares-3.70%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC215 shares-27.12%2026-03-312026-05-01

EFA ISHARES TR455 shares0.00%2026-03-312026-05-01

SYK STRYKER CORPORATION131 shares-33.50%2026-03-312026-05-01

EMR EMERSON ELEC CO315 shares0.00%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC474 shares-57.60%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP146 shares-18.89%2026-03-312026-05-01

KO COCA COLA CO533 shares0.00%2026-03-312026-05-01

TIP ISHARES TR347 shares-14.32%2026-03-312026-05-01

Sponsored

IXUS ISHARES TR416 shares0.00%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS567 shares0.00%2026-03-312026-05-01

HTH HILLTOP HLDGS INC1.0K shares0.00%2026-03-312026-05-01

IBB ISHARES TR208 shares0.00%2026-03-312026-05-01

BOTZ GLOBAL X FDS1.0K shares0.00%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP415 shares0.00%2026-03-312026-05-01

BA BOEING CO156 shares22.83%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST600 sharesnew addition2026-03-312026-05-01

Sponsored

SPYM SPDR SERIES TRUST418 sharesnew addition2026-03-312026-05-01

VUG VANGUARD INDEX FDS72 shares0.00%2026-03-312026-05-01

CVX CHEVRON CORPORATION145 shares-34.09%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP50 shares0.00%2026-03-312026-05-01

VXUS VANGUARD STAR FDS400 shares0.00%2026-03-312026-05-01

T AT&T INC925 shares-46.13%2026-03-312026-05-01

HON HONEYWELL INTL INC116 shares-22.15%2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN430 shares0.00%2026-03-312026-05-01

Sponsored

EQT CORP EQT CORP378 shares0.00%2026-03-312026-05-01

META META PLATFORMS INC42 shares-4.55%2026-03-312026-05-01

INTC INTEL CORP533 shares-13.61%2026-03-312026-05-01

CSCO CISCO SYS INC285 shares-48.92%2026-03-312026-05-01

CTVA CORTEVA INC266 shares0.00%2026-03-312026-05-01

BAC BANK AMERICA CORP449 shares0.00%2026-03-312026-05-01

ESGE ISHARES INC466 shares0.00%2026-03-312026-05-01

TJX TJX COS INC NEW133 shares0.00%2026-03-312026-05-01

Sponsored

HD HOME DEPOT INC61 shares0.00%2026-03-312026-05-01

DVY ISHARES TR133 shares0.00%2026-03-312026-05-01

SLB SLB LIMITED401 shares-49.94%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP199 shares0.00%2026-03-312026-05-01

ABT ABBOTT LABORATORIES176 shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC61 shares-14.08%2026-03-312026-05-01

IYT ISHARES TR252 shares0.00%2026-03-312026-05-01

TSLA TESLA INC49 shares0.00%2026-03-312026-05-01

Sponsored

MDLZ MONDELEZ INTL INC298 shares0.00%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW668 shares0.00%2026-03-312026-05-01

ROCKET LAB CORP ROCKET LAB CORP280 shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO18 shares0.00%2026-03-312026-05-01

NWN NORTHWEST NAT HLDG CO313 shares0.00%2026-03-312026-05-01

BXSL BLACKSTONE SECD LENDING FD655 shares0.00%2026-03-312026-05-01

MGV VANGUARD WORLD FD105 sharesnew addition2026-03-312026-05-01

DRLL EA SERIES TRUST368 shares0.00%2026-03-312026-05-01

Sponsored

IWO ISHARES TR47 shares0.00%2026-03-312026-05-01

LUV SOUTHWEST AIRLS CO375 shares0.00%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC32 shares0.00%2026-03-312026-05-01

XT ISHARES TR194 shares0.00%2026-03-312026-05-01

VONV VANGUARD SCOTTSDALE FDS145 shares0.00%2026-03-312026-05-01

GGG GRACO INC150 shares0.00%2026-03-312026-05-01

MA MASTERCARD INCORPORATED26 shares0.00%2026-03-312026-05-01

SHEL SHELL PLC133 shares-50.19%2026-03-312026-05-01

Sponsored

DOW DOW HLDGS INC266 shares0.00%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP257 shares-50.00%2026-03-312026-05-01

EWC ISHARES INC215 shares0.00%2026-03-312026-05-01

ESGD ISHARES TR123 shares-17.45%2026-03-312026-05-01

PHAT PHATHOM PHARMACEUTICALS INC1.0K shares0.00%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS138 shares0.00%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC402 shares0.00%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC28 sharesnew addition2026-03-312026-05-01

Sponsored

MU MICRON TECHNOLOGY INC30 shares-11.76%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS187 shares0.00%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I128 shares0.00%2026-03-312026-05-01

NUE NUCOR CORP55 shares0.00%2026-03-312026-05-01

TRGP TARGA RES CORP39 shares0.00%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS43 shares0.00%2026-03-312026-05-01

V VISA INC33 shares-41.07%2026-03-312026-05-01

TGT TARGET CORP80 shares0.00%2026-03-312026-05-01

Sponsored

AMD ADVANCED MICRO DEVICES INC40 shares48.15%2026-03-312026-05-01

BLOK AMPLIFY ETF TR175 shares0.00%2026-03-312026-05-01

PJP INVESCO EXCHANGE TRADED FD T85 shares0.00%2026-03-312026-05-01

EWA ISHARES INC310 shares0.00%2026-03-312026-05-01

ESGU ISHARES TR61 shares0.00%2026-03-312026-05-01

KLAC KLA CORP6 shares100.00%2026-03-312026-05-01

BOND PIMCO ETF TR92 sharesnew addition2026-03-312026-05-01

PRU PRUDENTIAL FINL INC88 shares0.00%2026-03-312026-05-01

Sponsored

F FORD MTR CO678 shares352.00%2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC77 shares48.08%2026-03-312026-05-01

ODFL OLD DOMINION FREIGHT LINE IN36 shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC52 shares62.50%2026-03-312026-05-01

QNITY ELECTRONICS INC QNITY ELECTRONICS INC66 shares-50.00%2026-03-312026-05-01

AMAT APPLIED MATLS INC19 sharesnew addition2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO111 shares0.00%2026-03-312026-05-01

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC133 shares-50.00%2026-03-312026-05-01

Sponsored

GSK PLC GSK PLC120 shares0.00%2026-03-312026-05-01

HOG HARLEY DAVIDSON INC334 shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC14 shares0.00%2026-03-312026-05-01

EEMV ISHARES INC102 shares0.00%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC17 shares0.00%2026-03-312026-05-01

BAX BAXTER INTL INC300 shares0.00%2026-03-312026-05-01

APP APPLOVIN CORP13 shares0.00%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC16 shares0.00%2026-03-312026-05-01

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C240 shares0.00%2026-03-312026-05-01

ITOT ISHARES TR38 shares0.00%2026-03-312026-05-01

HYG ISHARES TR75 shares7.14%2026-03-312026-05-01

OEF ISHARES TR18 shares0.00%2026-03-312026-05-01

OXY OCCIDENTAL PETE CORP85 shares0.00%2026-03-312026-05-01

OLN OLIN CORP180 shares0.00%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A12 shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INC26 sharesnew addition2026-03-312026-05-01

Sponsored

CLX CLOROX CO DEL40 shares0.00%2026-03-312026-05-01

COHERENT CORP COHERENT CORP20 shares0.00%2026-03-312026-05-01

DASH DOORDASH INC30 shares0.00%2026-03-312026-05-01

BROS DUTCH BROS INC93 sharesnew addition2026-03-312026-05-01

HP INC HP INC240 shares0.00%2026-03-312026-05-01

INSM INSMED INC29 shares0.00%2026-03-312026-05-01

MEAR ISHARES U S ETF TR86 shares0.00%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC7 shares0.00%2026-03-312026-05-01

Sponsored

NUVB NUVATION BIO INC1.0K shares0.00%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO13 shares0.00%2026-03-312026-05-01

URI UNITED RENTALS INC6 sharesnew addition2026-03-312026-05-01

NET CLOUDFLARE INC16 shares-11.11%2026-03-312026-05-01

GH GUARDANT HEALTH INC40 shares0.00%2026-03-312026-05-01

INTU INTUIT7 shares0.00%2026-03-312026-05-01

EFV ISHARES TR49 shares0.00%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC8 sharesnew addition2026-03-312026-05-01

Sponsored

ONON ON HLDG AG93 shares0.00%2026-03-312026-05-01

OGN ORGANON & CO590 shares0.00%2026-03-312026-05-01

ROST ROSS STORES INC17 shares0.00%2026-03-312026-05-01

ALC ALCON AG30 shares0.00%2026-03-312026-05-01

ARGX ARGENX SE4 shares0.00%2026-03-312026-05-01

ARKK ARK ETF TR44 shares0.00%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP39 shares0.00%2026-03-312026-05-01

CCL CARNIVAL CORP100 shares0.00%2026-03-312026-05-01

Sponsored

CAG CONAGRA BRANDS INC167 shares0.00%2026-03-312026-05-01

DDOG DATADOG INC25 shares-7.41%2026-03-312026-05-01

DIS DISNEY WALT CO26 shares0.00%2026-03-312026-05-01

ET ENERGY TRANSFER L P120 sharesnew addition2026-03-312026-05-01

IJS ISHARES TR24 shares0.00%2026-03-312026-05-01

OPEN OPENDOOR TECHNOLOGIES INC635 shares0.00%2026-03-312026-05-01

IOT SAMSARA INC82 shares0.00%2026-03-312026-05-01

SNOW SNOWFLAKE INC19 shares-13.64%2026-03-312026-05-01

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC28 shares-74.77%2026-03-312026-05-01

TKO TKO GROUP HOLDINGS INC13 shares-23.53%2026-03-312026-05-01

VRRM VERRA MOBILITY CORP200 shares0.00%2026-03-312026-05-01

WCN WASTE CONNECTIONS INC13 shares0.00%2026-03-312026-05-01

ARKG ARK ETF TR60 shares0.00%2026-03-312026-05-01

CC CHEMOURS CO83 shares-50.30%2026-03-312026-05-01

DHI D R HORTON INC10 shares0.00%2026-03-312026-05-01

HLN HALEON PLC150 shares0.00%2026-03-312026-05-01

Sponsored

KD KYNDRYL HLDGS INC89 shares0.00%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP7 shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC15 shares0.00%2026-03-312026-05-01

ZS ZSCALER INC11 shares0.00%2026-03-312026-05-01

DVN DEVON ENERGY CORP NEW10 shares-50.00%2026-03-312026-05-01

NCLH NORWEGIAN CRUISE LINE HLDGS50 shares0.00%2026-03-312026-05-01

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC21 shares0.00%2026-03-312026-05-01

Sponsored

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC21 shares0.00%2026-03-312026-05-01

UXRP PROSHARES TR115 shares0.00%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC10 shares0.00%2026-03-312026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-0.69%

Shares16.8K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

6.65%

Shares13.9K

Event2026-03-31

Filed2026-05-01

VBK

VANGUARD INDEX FDS

-0.71%

Shares23.7K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

-0.28%

Shares30.5K

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL ETF TRUST

1.02%

Shares167.2K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

9.32%

Shares80.6K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL ETF TRUST

14.78%

Shares174.3K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

23.09%

Shares110.6K

Event2026-03-31

Filed2026-05-01

DFAR

DIMENSIONAL ETF TRUST

9.26%

Shares181.3K

Event2026-03-31

Filed2026-05-01

VUSB

VANGUARD BD INDEX FDS

206.76%

Shares86.0K

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

3.68%

Shares85.4K

Event2026-03-31

Filed2026-05-01

VOE

VANGUARD INDEX FDS

0.08%

Shares17.8K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

12.99%

Shares14.8K

Event2026-03-31

Filed2026-05-01

SCZ

ISHARES TR

-2.71%

Shares39.5K

Event2026-03-31

Filed2026-05-01

MINT

PIMCO ETF TR

14.20%

Shares30.7K

Event2026-03-31

Filed2026-05-01

VNQI

VANGUARD INTL EQUITY INDEX F

4.05%

Shares66.5K

Event2026-03-31

Filed2026-05-01

VOT

VANGUARD INDEX FDS

4.28%

Shares11.4K

Event2026-03-31

Filed2026-05-01

DFIS

DIMENSIONAL ETF TRUST

-2.46%

Shares84.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

15.54%

Shares4.3K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

4.24%

Shares4.8K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

1.10%

Shares21.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.13%

Shares6.1K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

-0.84%

Shares26.7K

Event2026-03-31

Filed2026-05-01

JMST

J P MORGAN EXCHANGE TRADED F

1.02%

Shares29.3K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

257.42%

Shares18.1K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

2.05%

Shares12.5K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.36%

Shares4.4K

Event2026-03-31

Filed2026-05-01

HELO

J P MORGAN EXCHANGE TRADED F

5.49%

Shares14.7K

Event2026-03-31

Filed2026-05-01

INVESCO EXCH TRADED FD TR II

-11.06%

Shares11.1K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

91.69%

Shares9.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

2.63%

Shares2.3K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

-5.69%

Shares7.5K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

ALL

ALLSTATE CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-9.14%

Shares5.1K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

-6.25%

Shares11.4K

Event2026-03-31

Filed2026-05-01

NEAR

ISHARES U S ETF TR

70.13%

Shares10.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-1.63%

Shares1.4K

Event2026-03-31

Filed2026-05-01

IWN

ISHARES TR

2.90%

Shares2.7K

Event2026-03-31

Filed2026-05-01

EFAV

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-19.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

26.50%

Shares1.1K

Event2026-03-31

Filed2026-05-01

HOLA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares226

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-2.66%

Shares659

Event2026-03-31

Filed2026-05-01

EMXC

ISHARES INC

2.30%

Shares2.6K

Event2026-03-31

Filed2026-05-01

XHB

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

VHT

VANGUARD WORLD FD

0.00%

Shares710

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares652

Event2026-03-31

Filed2026-05-01

MCHP

MICROCHIP TECHNOLOGY INC.

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-01

GWX

SPDR INDEX SHS FDS

-8.07%

Shares4.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares562

Event2026-03-31

Filed2026-05-01

PROFESIONALLY MANAGED PORTFO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares4.1K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

-17.09%

Shares970

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL ETF TRUST

-5.14%

Shares2.1K

Event2026-03-31

Filed2026-05-01

GWW

WW GRAINGER INC

0.00%

Shares139

Event2026-03-31

Filed2026-05-01

ALPHABET INC

6.00%

Shares477

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.00%

Shares517

Event2026-03-31

Filed2026-05-01

IWP

ISHARES TR

0.00%

Shares979

Event2026-03-31

Filed2026-05-01

REALTY INCOME CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-22.51%

Shares389

Event2026-03-31

Filed2026-05-01

ICF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares449

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares617

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

0.00%

Shares370

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST

0.00%

Shares712

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

8.42%

Shares708

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

0.00%

Shares171

Event2026-03-31

Filed2026-05-01

MGK

VANGUARD WORLD FD

0.00%

Shares260

Event2026-03-31

Filed2026-05-01

CSX

CSX CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

RWX

SPDR INDEX SHS FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-01

TRANE TECHNOLOGIES PLC

0.00%

Shares198

Event2026-03-31

Filed2026-05-01

NOC

NORTHROP GRUMMAN CORP

-20.00%

Shares116

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

0.00%

Shares409

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

8.59%

Shares771

Event2026-03-31

Filed2026-05-01

JPEF

J P MORGAN EXCHANGE TRADED F

New

Shares1.1K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

0.00%

Shares485

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

0.00%

Shares313

Event2026-03-31

Filed2026-05-01

IWS

ISHARES TR

0.00%

Shares500

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-32.24%

Shares330

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

0.00%

Shares610

Event2026-03-31

Filed2026-05-01

SCHW

SCHWAB CHARLES CORP

0.00%

Shares720

Event2026-03-31

Filed2026-05-01

VAW

VANGUARD WORLD FD

0.00%

Shares300

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

0.00%

Shares687

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

-37.96%

Shares317

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

0.00%

Shares175

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-4.03%

Shares357

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

0.00%

Shares382

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

18.20%

Shares2.1K

Event2026-03-31

Filed2026-05-01

XHS

SPDR SERIES TRUST

0.00%

Shares560

Event2026-03-31

Filed2026-05-01

IYJ

ISHARES TR

0.00%

Shares374

Event2026-03-31

Filed2026-05-01

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

GENERAL DYNAMICS CORP

0.00%

Shares160

Event2026-03-31

Filed2026-05-01

MPC

MARATHON PETE CORP

0.00%

Shares223

Event2026-03-31

Filed2026-05-01

USMV

ISHARES TR

-14.18%

Shares575

Event2026-03-31

Filed2026-05-01

APH

AMPHENOL CORP

0.00%

Shares407

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

0.00%

Shares604

Event2026-03-31

Filed2026-05-01

SILA

SILA REALTY TRUST INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

EQAL

INVESCO EXCH TRADED FD TR II

0.00%

Shares872

Event2026-03-31

Filed2026-05-01

AFL

AFLAC INC

-23.51%

Shares436

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

-28.92%

Shares263

Event2026-03-31

Filed2026-05-01

WEC ENERGY GROUP INC

0.00%

Shares414

Event2026-03-31

Filed2026-05-01

SLV

ISHARES SILVER TR

8.47%

Shares679

Event2026-03-31

Filed2026-05-01

PLD

PROLOGIS INC.

0.00%

Shares355

Event2026-03-31

Filed2026-05-01

SCHV

SCHWAB STRATEGIC TR

95.64%

Shares1.5K

Event2026-03-31

Filed2026-05-01

XEL

XCEL ENERGY INC

0.00%

Shares590

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

-3.70%

Shares52

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-27.12%

Shares215

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

0.00%

Shares455

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

-33.50%

Shares131

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

0.00%

Shares315

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

-57.60%

Shares474

Event2026-03-31

Filed2026-05-01

NSC

NORFOLK SOUTHN CORP

-18.89%

Shares146

Event2026-03-31

Filed2026-05-01

COCA COLA CO

0.00%

Shares533

Event2026-03-31

Filed2026-05-01

TIP

ISHARES TR

-14.32%

Shares347

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

0.00%

Shares416

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares567

Event2026-03-31

Filed2026-05-01

HTH

HILLTOP HLDGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

IBB

ISHARES TR

0.00%

Shares208

Event2026-03-31

Filed2026-05-01

BOTZ

GLOBAL X FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

EDWARDS LIFESCIENCES CORP

0.00%

Shares415

Event2026-03-31

Filed2026-05-01

BOEING CO

22.83%

Shares156

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

New

Shares600

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

New

Shares418

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

0.00%

Shares72

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-34.09%

Shares145

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

0.00%

Shares50

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

0.00%

Shares400

Event2026-03-31

Filed2026-05-01

AT&T INC

-46.13%

Shares925

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-22.15%

Shares116

Event2026-03-31

Filed2026-05-01

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares430

Event2026-03-31

Filed2026-05-01

EQT CORP

0.00%

Shares378

Event2026-03-31

Filed2026-05-01