Sponsored

The Analysis of STUDIO INVESTMENT MANAGEMENT LLC's Holdings & P&L

Currently, STUDIO INVESTMENT MANAGEMENT LLC holds 180 types of securities in its portfolio with a total value $547.3M. In the most recent quarter, they have increased their positions in N/A (+5.1K shares, valued at $595.1K); initiated new positions in N/A (+5.1K shares, valued at $595.1K).

1M P&L

+5.8M+1.13%

3M P&L

+2.3M+0.45%

HY P&L

+36.8M+7.60%

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/A330.5M

67.4%

2Banks - Diversified11.6M

2.4%

3Software - Infrastructure11.4M

2.3%

Top Industries by Stock Count

1N/A56 stocks

34.8%

2Specialty Industrial Machinery6 stocks

3.7%

3Integrated Freight & Logistics5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTIP Vanguard Short-Term Inflation-Protected ETF1.8M shares0.00%2026-03-312026-05-05

VIG Vanguard Dividend Appreciation ETF144.1K shares0.00%2026-03-312026-05-05

VTV Vanguard Value ETF156.6K shares0.00%2026-03-312026-05-05

DFIC DFA International Core Equity 2 ETF584.6K shares0.00%2026-03-312026-05-05

FNDF Schwab Fundamental Intl Lg Co ETF394.8K shares0.00%2026-03-312026-05-05

VBR Vanguard Small-Cap Value ETF80.5K shares0.00%2026-03-312026-05-05

Alphabet Inc Class A Alphabet Inc Class A50.4K shares0.00%2026-03-312026-05-05

VGSH Vanguard Short-Term Treasury ETF257.3K shares0.00%2026-03-312026-05-05

Sponsored

DFSD Dimensional Short-Duration Fixed Income ETF305.6K shares0.00%2026-03-312026-05-05

Berkshire Hathaway Inc Class B Berkshire Hathaway Inc Class B28.8K shares0.00%2026-03-312026-05-05

MSFT Microsoft Corp20.9K shares0.00%2026-03-312026-05-05

AAPL Apple Inc35.9K shares0.00%2026-03-312026-05-05

SGOV iShares 0 to 3 Month Treasury Bond ETF82.6K shares0.00%2026-03-312026-05-05

General Dynamics Corp General Dynamics Corp22.4K shares0.00%2026-03-312026-05-05

DFEM DFA Emerging Market Core Equity 2 ETF219.1K shares0.00%2026-03-312026-05-05

RSPU Invesco S&P 500 Equal Weight Utilts ETF94.4K shares0.00%2026-03-312026-05-05

Sponsored

NEE Nextera Energy Inc87.7K shares0.00%2026-03-312026-05-05

JPM Jpmorgan Chase & Co21.2K shares0.00%2026-03-312026-05-05

VCSH Vanguard Short-Term Corporate Bond ETF80.5K shares0.00%2026-03-312026-05-05

RTX Raytheon Technologies Ord32.7K shares0.00%2026-03-312026-05-05

CAT Caterpillar Inc10.3K shares0.00%2026-03-312026-05-05

JNJ Johnson & Johnson28.5K shares0.00%2026-03-312026-05-05

PG Procter & Gamble40.7K shares0.00%2026-03-312026-05-05

DFLV DFA U.S. Large Cap Value ETF169.8K shares0.00%2026-03-312026-05-05

Sponsored

VIGI Vanguard Intl Div Apprec ETF62.5K shares0.00%2026-03-312026-05-05

VTI Vanguard Total Stock Market ETF16.9K shares0.00%2026-03-312026-05-05

VT Vanguard Total World Stock ETF39.9K shares0.00%2026-03-312026-05-05

CGCP Capital Group Core Plus Income ETF233.3K shares0.00%2026-03-312026-05-05

DFAT DFA U.S. Targeted Value ETF84.4K shares0.00%2026-03-312026-05-05

CSCO Cisco Systems Inc64.3K shares0.00%2026-03-312026-05-05

Broadcom Inc Com Broadcom Inc Com13.3K shares0.00%2026-03-312026-05-05

Merck & Co Inc New Merck & Co Inc New41.5K shares0.00%2026-03-312026-05-05

Sponsored

HON Honeywell International Inc21.2K shares0.00%2026-03-312026-05-05

AMGN Amgen Incorporated11.6K shares0.00%2026-03-312026-05-05

DHI D.R. Horton Inc23.1K shares0.00%2026-03-312026-05-05

Blackrock Inc Blackrock Inc3.1K shares0.00%2026-03-312026-05-05

ITW Illinois Tool Works Inc12.8K shares0.00%2026-03-312026-05-05

CVX Chevron Corporation20.4K shares0.00%2026-03-312026-05-05

BAC Bank Of America Corp53.8K shares0.00%2026-03-312026-05-05

DIS Walt Disney Co25.1K shares0.00%2026-03-312026-05-05

Sponsored

LNT Alliant Energy Corp42.2K shares0.00%2026-03-312026-05-05

AMZN Amazon Com Inc11.9K shares0.00%2026-03-312026-05-05

UNH Unitedhealth Group Inc7.7K shares0.00%2026-03-312026-05-05

PEP Pepsico Incorporated17.5K shares0.00%2026-03-312026-05-05

CTVA Corteva Inc com35.6K shares0.00%2026-03-312026-05-05

VIOV Vanguard S&P Small-Cap 600 Value ETF23.6K shares0.00%2026-03-312026-05-05

NOC Northrop Grumman Corp4.0K shares0.00%2026-03-312026-05-05

JCI Johnson Controls Inc18.4K shares0.00%2026-03-312026-05-05

Sponsored

HSY The Hershey Co11.7K shares0.00%2026-03-312026-05-05

UNP Union Pacific Corp9.0K shares0.00%2026-03-312026-05-05

BDX Becton Dickinson and Co10.7K shares0.00%2026-03-312026-05-05

DUSB Dimensional Ultrashort Fixed Income ETF40.7K shares0.00%2026-03-312026-05-05

VIOG Vanguard S&P Small-Cap 600 Growth ETF16.7K shares0.00%2026-03-312026-05-05

CACI CACI International Inc3.8K shares0.00%2026-03-312026-05-05

BWZ SPDR Blmbg ST Intrn TrsBd ETF70.5K shares0.00%2026-03-312026-05-05

ZBH Zimmer Biomet Hldgs18.9K shares0.00%2026-03-312026-05-05

Sponsored

Te Connectivity Ltd Te Connectivity Ltd6.7K shares0.00%2026-03-312026-05-05

CHRW C H Robinson Worldwide Inc9.3K shares0.00%2026-03-312026-05-05

ADBE Adobe Systems Inc4.3K shares0.00%2026-03-312026-05-05

Alphabet Inc Class C Alphabet Inc Class C4.6K shares0.00%2026-03-312026-05-05

CSX CSX Corp38.6K shares0.00%2026-03-312026-05-05

Medtronic Inc Medtronic Inc14.1K shares0.00%2026-03-312026-05-05

VV Vanguard Large-Cap ETF4.3K shares0.00%2026-03-312026-05-05

PDN Invesco FTSE RAFI Dev Mkts ex-U.S. S/M ETF31.1K shares0.00%2026-03-312026-05-05

Sponsored

VWO Vanguard FTSE Emerging Markets ETF23.9K shares0.00%2026-03-312026-05-05

TGT Target Corporation13.1K shares0.00%2026-03-312026-05-05

GUNR FlexShares Mstar Glbl Upstrm Nat Res ETF27.4K shares0.00%2026-03-312026-05-05

SCHR Schwab Intermediate-Term U.S. Trs ETF48.2K shares0.00%2026-03-312026-05-05

VONE Vanguard Russell 1000 ETF3.9K shares0.00%2026-03-312026-05-05

QLTY GMO U.S. Quality ETF30.9K shares0.00%2026-03-312026-05-05

GQRE FlexShares Glbl Quality Real Estate ETF19.9K shares0.00%2026-03-312026-05-05

HII Huntington Ingalls3.3K shares0.00%2026-03-312026-05-05

Sponsored

TCAF T. Rowe Price Capital Appreciation Equity ETF29.6K shares0.00%2026-03-312026-05-05

TDVG T. Rowe Price Dividend Growth ETF24.9K shares0.00%2026-03-312026-05-05

LKQ LKQ Corp35.6K shares0.00%2026-03-312026-05-05

JEPI JPMorgan Equity Premium Income ETF18.4K shares0.00%2026-03-312026-05-05

XOM Exxon Mobil Corporation8.7K shares0.00%2026-03-312026-05-05

EFA iShares MSCI EAFE ETF10.8K shares0.00%2026-03-312026-05-05

WFC Wells Fargo & Co New10.8K shares0.00%2026-03-312026-05-05

DCI Donaldson Co Inc11.2K shares0.00%2026-03-312026-05-05

Sponsored

DE Deere & Co2.0K shares0.00%2026-03-312026-05-05

ECL Ecolab Inc3.5K shares0.00%2026-03-312026-05-05

LOW Lowes Companies Inc3.7K shares0.00%2026-03-312026-05-05

SJM J M Smucker Co9.0K shares0.00%2026-03-312026-05-05

UPS United Parcel Srvc8.8K shares0.00%2026-03-312026-05-05

ENB Enbridge Inc Com17.9K shares0.00%2026-03-312026-05-05

AES The AES Corp.59.5K shares0.00%2026-03-312026-05-05

BILS SPD Bloomberg Barclay's 3 to 12 Month TBill ETF8.6K shares0.00%2026-03-312026-05-05

Sponsored

OMC Omnicom Group Inc10.4K shares0.00%2026-03-312026-05-05

AFL Aflac Inc7.6K shares0.00%2026-03-312026-05-05

DFIV Dimensional International Value ETF16.6K shares0.00%2026-03-312026-05-05

BAH Booz Allen Hamilton9.8K shares0.00%2026-03-312026-05-05

NTRS Northern Trust Corp6.0K shares0.00%2026-03-312026-05-05

SYY Sysco Corporation11.0K shares0.00%2026-03-312026-05-05

PFE Pfizer Incorporated32.4K shares0.00%2026-03-312026-05-05

PAYX Paychex Inc6.9K shares0.00%2026-03-312026-05-05

Sponsored

Vanguard 500 ETF Vanguard 500 ETF1.2K shares0.00%2026-03-312026-05-05

USB U S Bancorp Del New14.1K shares0.00%2026-03-312026-05-05

FNDX Schwab Fundamental U.S. Large Company ETF27.4K shares0.00%2026-03-312026-05-05

APD Air Products & Chemicals Inc3.0K shares0.00%2026-03-312026-05-05

ORCL Oracle Corporation3.7K shares0.00%2026-03-312026-05-05

GS Goldman Sachs Group Inc824 shares0.00%2026-03-312026-05-05

META Meta Platforms Inc Class A1.0K shares0.00%2026-03-312026-05-05

CBRE CBRE Group Inc4.2K shares0.00%2026-03-312026-05-05

Sponsored

SF Stifel Financial Corp5.3K shares0.00%2026-03-312026-05-05

CLX Clorox6.5K shares0.00%2026-03-312026-05-05

AMAT Applied Materials Inc2.5K shares0.00%2026-03-312026-05-05

HLI Houlihan Lokey Inc3.7K shares0.00%2026-03-312026-05-05

IBKR Interactive Brokers Group Inc9.8K shares0.00%2026-03-312026-05-05

ABT Abbott Laboratories4.9K shares0.00%2026-03-312026-05-05

GIS General Mills Inc13.2K shares0.00%2026-03-312026-05-05

Bank Of New York Mellon Co Bank Of New York Mellon Co5.1K sharesnew addition2026-03-312026-05-05

Sponsored

EXPD Expeditors International of Washington Inc4.0K shares0.00%2026-03-312026-05-05

DFAI Dimensional International Core Equity Market ETF15.4K shares0.00%2026-03-312026-05-05

FTNT Fortinet Inc.7.0K shares0.00%2026-03-312026-05-05

V Visa Inc Cl A1.6K shares0.00%2026-03-312026-05-05

IJR iShares Core S&P Small-Cap ETF4.5K shares0.00%2026-03-312026-05-05

UBS UBS Group AG11.5K shares0.00%2026-03-312026-05-05

BRO Brown & Brown Inc6.6K shares0.00%2026-03-312026-05-05

SPTL SPDR Portfolio Long Term Treasury ETF19.6K shares0.00%2026-03-312026-05-05

Sponsored

DISV Dimensional International Small Cap Value ETF13.5K shares0.00%2026-03-312026-05-05

TTWO Take-Two Interactive Software Inc2.0K shares0.00%2026-03-312026-05-05

MIDD The Middleby Corp3.2K shares0.00%2026-03-312026-05-05

LFUS Littelfuse Inc1.8K shares0.00%2026-03-312026-05-05

LVMUY LVMH Moet Hennessy Louis Vuitton SE3.1K shares0.00%2026-03-312026-05-05

MKL Markel Group Inc211 shares0.00%2026-03-312026-05-05

Nestle SA (ADR) Nestle SA (ADR)4.5K shares0.00%2026-03-312026-05-05

OSEA Harbor International Compounders ETF14.5K shares0.00%2026-03-312026-05-05

Sponsored

EA Electronic Arts Inc2.1K shares0.00%2026-03-312026-05-05

PYLD PIMCO Multisector Bond Active ETF15.7K shares0.00%2026-03-312026-05-05

Accenture Plc Accenture Plc1.5K shares0.00%2026-03-312026-05-05

ZBRA Zebra Technologies1.7K shares0.00%2026-03-312026-05-05

CPRT Copart Inc10.2K shares0.00%2026-03-312026-05-05

TMO Thermo Fisher Scientific Inc685 shares0.00%2026-03-312026-05-05

HSIC Henry Schein Inc5.2K shares0.00%2026-03-312026-05-05

NDSN Nordson Corp1.6K shares0.00%2026-03-312026-05-05

Sponsored

ONB Old National Bancorp17.2K shares0.00%2026-03-312026-05-05

SCHD Schwab U.S. Dividend Equity ETF13.6K shares0.00%2026-03-312026-05-05

SCHW Charles Schwab Corp3.7K shares0.00%2026-03-312026-05-05

LMT Lockheed Martin Corp753 shares0.00%2026-03-312026-05-05

CVNA Carvana Co862 shares0.00%2026-03-312026-05-05

DHR Danaher Corp1.5K shares0.00%2026-03-312026-05-05

MMM 3M Company2.1K shares0.00%2026-03-312026-05-05

CDW CDW Corp2.5K shares0.00%2026-03-312026-05-05

Sponsored

ARW Arrow Electronics3.1K shares0.00%2026-03-312026-05-05

COF Capital One Financial Corp1.4K shares0.00%2026-03-312026-05-05

FTV Fortive Corp Com6.0K shares0.00%2026-03-312026-05-05

EVTR Eaton Vance Total Return Bond ETF6.3K shares0.00%2026-03-312026-05-05

MCHP Microchip Technology5.1K shares0.00%2026-03-312026-05-05

INTU Intuit Inc489 shares0.00%2026-03-312026-05-05

GLD SPDR Gold Shares770 shares0.00%2026-03-312026-05-05

DXIV Dimensional International Vector Equity ETF4.5K shares0.00%2026-03-312026-05-05

Sponsored

NSIT Insight Enterprises Inc3.6K shares0.00%2026-03-312026-05-05

DLN WisdomTree LargeCap Dividend ETF3.3K shares0.00%2026-03-312026-05-05

BMO Bank Montreal Que Com2.2K shares0.00%2026-03-312026-05-05

LUV Southwest Airlines6.8K shares0.00%2026-03-312026-05-05

SCHG Schwab U.S. Large-Cap Growth ETF8.6K shares0.00%2026-03-312026-05-05

VFMF Vanguard U.S. Multifactor ETF1.8K shares0.00%2026-03-312026-05-05

GNTX Gentex Corp11.4K shares0.00%2026-03-312026-05-05

JSML Janus Henderson Small Cap Gr Alpha ETF3.6K shares0.00%2026-03-312026-05-05

Sponsored

Invesco QQQ Trust ETF Invesco QQQ Trust ETF421 shares0.00%2026-03-312026-05-05

IFF International Flavors & Fragrances Inc3.8K shares0.00%2026-03-312026-05-05

IMCG iShares Morningstar Mid-Cap Growth ETF3.2K shares0.00%2026-03-312026-05-05

MSI Motorola Solutions Inc648 shares0.00%2026-03-312026-05-05

Heineken NV Heineken NV6.0K shares0.00%2026-03-312026-05-05

SBUX Starbucks Corp2.8K shares0.00%2026-03-312026-05-05

JBHT JB Hunt Transport Services Inc1.2K shares0.00%2026-03-312026-05-05

LSTR Landstar System Inc1.5K shares0.00%2026-03-312026-05-05

Sponsored

IEI iShares 3-7 Year Treasury Bond ETF1.8K shares0.00%2026-03-312026-05-05

EMR Emerson Electric Co1.6K shares0.00%2026-03-312026-05-05

NFLX Netflix Inc2.3K shares0.00%2026-03-312026-05-05

MCD Mc Donalds Corp708 shares0.00%2026-03-312026-05-05

Constellation Software Inc Constellation Software Inc89 shares0.00%2026-03-312026-05-05

TDY Teledyne Technologies Inc419 shares0.00%2026-03-312026-05-05

EVSD Eaton Vance Short Duration Income ETF4.0K shares0.00%2026-03-312026-05-05

PMBS PIMCO Mortgage-Backed Securities Act ETF4.1K shares0.00%2026-03-312026-05-05

Sponsored

IEX Idex Corp1.1K shares0.00%2026-03-312026-05-05

Chill Brands Group PLC Chill Brands Group PLC30.0K shares0.00%2026-03-312026-05-05

Daybreak Oil & Gas Inc Daybreak Oil & Gas Inc295.0K shares0.00%2026-03-312026-05-05

Ufood Restaurant Group Inc. Ufood Restaurant Group Inc.10.0K shares0.00%2026-03-312026-05-05

VTIP

Vanguard Short-Term Inflation-Protected ETF

0.00%

Shares1.8M

Event2026-03-31

Filed2026-05-05

VIG

Vanguard Dividend Appreciation ETF

0.00%

Shares144.1K

Event2026-03-31

Filed2026-05-05

VTV

Vanguard Value ETF

0.00%

Shares156.6K

Event2026-03-31

Filed2026-05-05

DFIC

DFA International Core Equity 2 ETF

0.00%

Shares584.6K

Event2026-03-31

Filed2026-05-05

FNDF

Schwab Fundamental Intl Lg Co ETF

0.00%

Shares394.8K

Event2026-03-31

Filed2026-05-05

VBR

Vanguard Small-Cap Value ETF

0.00%

Shares80.5K

Event2026-03-31

Filed2026-05-05

Alphabet Inc Class A

0.00%

Shares50.4K

Event2026-03-31

Filed2026-05-05

VGSH

Vanguard Short-Term Treasury ETF

0.00%

Shares257.3K

Event2026-03-31

Filed2026-05-05

DFSD

Dimensional Short-Duration Fixed Income ETF

0.00%

Shares305.6K

Event2026-03-31

Filed2026-05-05

Berkshire Hathaway Inc Class B

0.00%

Shares28.8K

Event2026-03-31

Filed2026-05-05

MSFT

Microsoft Corp

0.00%

Shares20.9K

Event2026-03-31

Filed2026-05-05

AAPL

Apple Inc

0.00%

Shares35.9K

Event2026-03-31

Filed2026-05-05

SGOV

iShares 0 to 3 Month Treasury Bond ETF

0.00%

Shares82.6K

Event2026-03-31

Filed2026-05-05

General Dynamics Corp

0.00%

Shares22.4K

Event2026-03-31

Filed2026-05-05

DFEM

DFA Emerging Market Core Equity 2 ETF

0.00%

Shares219.1K

Event2026-03-31

Filed2026-05-05

RSPU

Invesco S&P 500 Equal Weight Utilts ETF

0.00%

Shares94.4K

Event2026-03-31

Filed2026-05-05

NEE

Nextera Energy Inc

0.00%

Shares87.7K

Event2026-03-31

Filed2026-05-05

JPM

Jpmorgan Chase & Co

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-05

VCSH

Vanguard Short-Term Corporate Bond ETF

0.00%

Shares80.5K

Event2026-03-31

Filed2026-05-05

RTX

Raytheon Technologies Ord

0.00%

Shares32.7K

Event2026-03-31

Filed2026-05-05

CAT

Caterpillar Inc

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-05

JNJ

Johnson & Johnson

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-05

Procter & Gamble

0.00%

Shares40.7K

Event2026-03-31

Filed2026-05-05

DFLV

DFA U.S. Large Cap Value ETF

0.00%

Shares169.8K

Event2026-03-31

Filed2026-05-05

VIGI

Vanguard Intl Div Apprec ETF

0.00%

Shares62.5K

Event2026-03-31

Filed2026-05-05

VTI

Vanguard Total Stock Market ETF

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-05

Vanguard Total World Stock ETF

0.00%

Shares39.9K

Event2026-03-31

Filed2026-05-05

CGCP

Capital Group Core Plus Income ETF

0.00%

Shares233.3K

Event2026-03-31

Filed2026-05-05

DFAT

DFA U.S. Targeted Value ETF

0.00%

Shares84.4K

Event2026-03-31

Filed2026-05-05

CSCO

Cisco Systems Inc

0.00%

Shares64.3K

Event2026-03-31

Filed2026-05-05

Broadcom Inc Com

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-05

Merck & Co Inc New

0.00%

Shares41.5K

Event2026-03-31

Filed2026-05-05

HON

Honeywell International Inc

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-05

AMGN

Amgen Incorporated

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-05

DHI

D.R. Horton Inc

0.00%

Shares23.1K

Event2026-03-31

Filed2026-05-05

Blackrock Inc

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-05

ITW

Illinois Tool Works Inc

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-05

CVX

Chevron Corporation

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-05

BAC

Bank Of America Corp

0.00%

Shares53.8K

Event2026-03-31

Filed2026-05-05

DIS

Walt Disney Co

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-05

LNT

Alliant Energy Corp

0.00%

Shares42.2K

Event2026-03-31

Filed2026-05-05

AMZN

Amazon Com Inc

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-05

UNH

Unitedhealth Group Inc

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-05

PEP

Pepsico Incorporated

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-05

CTVA

Corteva Inc com

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-05

VIOV

Vanguard S&P Small-Cap 600 Value ETF

0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-05

NOC

Northrop Grumman Corp

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

JCI

Johnson Controls Inc

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-05

HSY

The Hershey Co

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-05

UNP

Union Pacific Corp

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-05

BDX

Becton Dickinson and Co

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-05

DUSB

Dimensional Ultrashort Fixed Income ETF

0.00%

Shares40.7K

Event2026-03-31

Filed2026-05-05

VIOG

Vanguard S&P Small-Cap 600 Growth ETF

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-05

CACI

CACI International Inc

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

BWZ

SPDR Blmbg ST Intrn TrsBd ETF

0.00%

Shares70.5K

Event2026-03-31

Filed2026-05-05

ZBH

Zimmer Biomet Hldgs

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-05

Te Connectivity Ltd

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-05

CHRW

C H Robinson Worldwide Inc

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-05

ADBE

Adobe Systems Inc

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-05

Alphabet Inc Class C

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

CSX

CSX Corp

0.00%

Shares38.6K

Event2026-03-31

Filed2026-05-05

Medtronic Inc

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-05

Vanguard Large-Cap ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-05

PDN

Invesco FTSE RAFI Dev Mkts ex-U.S. S/M ETF

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-05

VWO

Vanguard FTSE Emerging Markets ETF

0.00%

Shares23.9K

Event2026-03-31

Filed2026-05-05

TGT

Target Corporation

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-05

GUNR

FlexShares Mstar Glbl Upstrm Nat Res ETF

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-05

SCHR

Schwab Intermediate-Term U.S. Trs ETF

0.00%

Shares48.2K

Event2026-03-31

Filed2026-05-05

VONE

Vanguard Russell 1000 ETF

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-05

QLTY

GMO U.S. Quality ETF

0.00%

Shares30.9K

Event2026-03-31

Filed2026-05-05

GQRE

FlexShares Glbl Quality Real Estate ETF

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-05

HII

Huntington Ingalls

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

TCAF

T. Rowe Price Capital Appreciation Equity ETF

0.00%

Shares29.6K

Event2026-03-31

Filed2026-05-05

TDVG

T. Rowe Price Dividend Growth ETF

0.00%

Shares24.9K

Event2026-03-31

Filed2026-05-05

LKQ

LKQ Corp

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-05

JEPI

JPMorgan Equity Premium Income ETF

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-05

XOM

Exxon Mobil Corporation

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-05

EFA

iShares MSCI EAFE ETF

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-05

WFC

Wells Fargo & Co New

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-05

DCI

Donaldson Co Inc

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-05

Deere & Co

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

ECL

Ecolab Inc

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

LOW

Lowes Companies Inc

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-05

SJM

J M Smucker Co

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-05

UPS

United Parcel Srvc

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-05

ENB

Enbridge Inc Com

0.00%

Shares17.9K

Event2026-03-31

Filed2026-05-05

AES

The AES Corp.

0.00%

Shares59.5K

Event2026-03-31

Filed2026-05-05

BILS

SPD Bloomberg Barclay's 3 to 12 Month TBill ETF

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-05

OMC

Omnicom Group Inc

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-05

AFL

Aflac Inc

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-05

DFIV

Dimensional International Value ETF

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-05

BAH

Booz Allen Hamilton

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-05

NTRS

Northern Trust Corp

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

SYY

Sysco Corporation

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-05

PFE

Pfizer Incorporated

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-05

PAYX

Paychex Inc

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-05

Vanguard 500 ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-05

USB

U S Bancorp Del New

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-05

FNDX

Schwab Fundamental U.S. Large Company ETF

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-05

APD

Air Products & Chemicals Inc

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

ORCL

Oracle Corporation

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-05

Goldman Sachs Group Inc

0.00%

Shares824

Event2026-03-31

Filed2026-05-05