Sponsored

The Analysis of Summit Asset Management, LLC's Holdings & P&L

Currently, Summit Asset Management, LLC holds 172 types of securities in its portfolio with a total value $718.8M. In the most recent quarter, they have increased their positions in VEA (+46.4K shares, valued at $3.0M), AGG (+25.5K shares, valued at $2.5M), SCHV (+57.0K shares, valued at $1.7M); decreased their positions in TOTL (-67.3K shares, valued at $2.7M), CNH (-85.0K shares, valued at $935.0K), IEF (-2.5K shares, valued at $243.1K); initiated new positions in VEA (+46.4K shares, valued at $3.0M), N/A (+6.9K shares, valued at $594.5K), IBHF (+15.9K shares, valued at $364.8K).

1M P&L

+16.3M+2.26%

3M P&L

+4.4M+0.61%

HY P&L

+47.4M+6.89%

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/A557.1M

80.9%

2Consumer Electronics11.1M

1.6%

3Semiconductors10.8M

1.6%

Top Industries by Stock Count

1N/A73 stocks

46.5%

2Drug Manufacturers - General5 stocks

3.2%

3Banks - Diversified4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR2.1M shares1.17%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR1.4M shares3.21%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR1.6M shares1.69%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR1.3M shares0.65%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR1.2M shares4.85%2026-03-312026-05-08

MOAT VANECK ETF TRUST387.0K shares1.29%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS393.1K shares2.70%2026-03-312026-05-08

AGG ISHARES TR311.8K shares8.91%2026-03-312026-05-08

Sponsored

IJR ISHARES TR176.7K shares1.40%2026-03-312026-05-08

IVV ISHARES TR31.9K shares0.03%2026-03-312026-05-08

SCHY SCHWAB STRATEGIC TR608.0K shares0.68%2026-03-312026-05-08

IBDT ISHARES TR739.7K shares1.51%2026-03-312026-05-08

IBDS ISHARES TR772.2K shares1.22%2026-03-312026-05-08

IHDG WISDOMTREE TR384.9K shares0.44%2026-03-312026-05-08

IBDU ISHARES TR778.2K shares1.24%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.6K shares-0.05%2026-03-312026-05-08

Sponsored

TLH ISHARES TR173.7K shares7.59%2026-03-312026-05-08

AAPL APPLE INC43.8K shares2.72%2026-03-312026-05-08

NVDA NVIDIA CORPORATION60.1K shares0.68%2026-03-312026-05-08

IEF ISHARES TR94.7K shares-2.62%2026-03-312026-05-08

AMZN AMAZON COM INC41.7K shares14.05%2026-03-312026-05-08

EFA ISHARES TR86.5K shares0.39%2026-03-312026-05-08

MSFT MICROSOFT CORP20.3K shares11.02%2026-03-312026-05-08

AZO AUTOZONE INC2.0K shares0.74%2026-03-312026-05-08

Sponsored

WMT WALMART INC48.6K shares1.94%2026-03-312026-05-08

HEFA ISHARES TR135.9K shares0.00%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND12.3K shares-3.00%2026-03-312026-05-08

IMCG ISHARES TR57.4K shares-0.72%2026-03-312026-05-08

IDXX IDEXX LABS INC7.7K shares0.00%2026-03-312026-05-08

XOM EXXON MOBIL CORP24.1K shares-0.78%2026-03-312026-05-08

RTX RTX CORPORATION19.1K shares-0.33%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO11.6K shares-0.16%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON13.1K shares-4.97%2026-03-312026-05-08

VFLO VICTORY PORTFOLIOS II80.9K shares5.36%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS46.4K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR5.0K shares1.13%2026-03-312026-05-08

PG PROCTER & GAMBLE CO19.8K shares5.50%2026-03-312026-05-08

ALPHABET INC ALPHABET INC9.9K shares-1.25%2026-03-312026-05-08

FDX FEDEX CORP7.9K shares0.60%2026-03-312026-05-08

Sponsored

USIG ISHARES TR53.3K shares43.34%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION20.5K shares-2.58%2026-03-312026-05-08

HD HOME DEPOT INC8.0K shares3.18%2026-03-312026-05-08

TCHP T ROWE PRICE ETF INC54.5K shares-0.05%2026-03-312026-05-08

BAC BANK AMERICA CORP48.7K shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO17.9K shares-0.15%2026-03-312026-05-08

DE DEERE & CO4.1K shares0.00%2026-03-312026-05-08

TJX TJX COS INC NEW14.1K shares-1.90%2026-03-312026-05-08

Sponsored

HON HONEYWELL INTL INC9.6K shares0.00%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC5.7K shares0.00%2026-03-312026-05-08

VGK VANGUARD INTL EQUITY INDEX F24.0K shares-5.29%2026-03-312026-05-08

VTI VANGUARD INDEX FDS5.5K shares17.97%2026-03-312026-05-08

OSEA HARBOR ETF TRUST57.1K shares1.29%2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR41.6K shares-61.82%2026-03-312026-05-08

V VISA INC5.4K shares1.86%2026-03-312026-05-08

KO COCA COLA CO21.0K shares-0.26%2026-03-312026-05-08

Sponsored

UNP UNION PAC CORP6.4K shares-2.09%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC3.5K shares16.41%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T2.2K shares7.67%2026-03-312026-05-08

DBEU DBX ETF TR27.1K shares-3.69%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS5.3K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.4K shares33.35%2026-03-312026-05-08

LLY ELI LILLY & CO1.4K shares-0.14%2026-03-312026-05-08

NEE NEXTERA ENERGY INC13.7K shares0.04%2026-03-312026-05-08

Sponsored

T AT&T INC42.8K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.2K shares9.07%2026-03-312026-05-08

PGR PROGRESSIVE CORP5.9K shares1.61%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP11.9K shares-0.06%2026-03-312026-05-08

EXPD EXPEDITORS INTL WASH INC7.7K shares-3.55%2026-03-312026-05-08

CVX CHEVRON CORPORATION5.3K shares7.15%2026-03-312026-05-08

PEP PEPSICO INC7.1K shares1.69%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR37.1K shares-1.52%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC4.9K shares0.02%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST14.1K shares-1.87%2026-03-312026-05-08

VIOG VANGUARD ADMIRAL FDS INC7.9K shares5.17%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO20.5K shares0.00%2026-03-312026-05-08

SEIX VIRTUS ETF TR II39.8K shares-4.32%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR35.5K shares0.00%2026-03-312026-05-08

IVE ISHARES TR4.3K shares-0.54%2026-03-312026-05-08

Sponsored

IMCB ISHARES TR9.6K shares0.00%2026-03-312026-05-08

ILCG ISHARES TR8.3K shares0.00%2026-03-312026-05-08

GL GLOBE LIFE INC5.7K shares0.04%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC6.4K shares0.00%2026-03-312026-05-08

FAST FASTENAL CO15.4K shares-1.05%2026-03-312026-05-08

XLG INVESCO EXCHANGE TRADED FD T13.1K shares0.00%2026-03-312026-05-08

SO SOUTHERN CO7.2K shares2.32%2026-03-312026-05-08

TCAF T ROWE PRICE ETF INC19.2K shares2.96%2026-03-312026-05-08

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC7.0K shares-5.83%2026-03-312026-05-08

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-05-08

RY ROYAL BK CDA3.9K shares0.00%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR4.7K shares161.11%2026-03-312026-05-08

WFC WELLS FARGO & CO7.7K shares-0.77%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR24.0K shares-5.06%2026-03-312026-05-08

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC6.9K sharesnew addition2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS3.0K shares32.84%2026-03-312026-05-08

VXUS VANGUARD STAR FDS7.4K shares0.00%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC11.0K shares-12.96%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares0.00%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L14.4K shares0.00%2026-03-312026-05-08

MCD MCDONALDS CORP1.7K shares13.04%2026-03-312026-05-08

MAA MID-AMER APT CMNTYS INC4.4K shares-3.11%2026-03-312026-05-08

PFE PFIZER INC19.1K shares-1.40%2026-03-312026-05-08

Sponsored

IWB ISHARES TR1.4K shares0.00%2026-03-312026-05-08

TDVG T ROWE PRICE ETF INC11.2K shares-3.71%2026-03-312026-05-08

IBDR ISHARES TR20.6K shares-0.01%2026-03-312026-05-08

COWZ PACER FDS TR7.9K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP3.3K shares-1.50%2026-03-312026-05-08

META META PLATFORMS INC840 shares0.00%2026-03-312026-05-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.0K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC6.0K shares-2.08%2026-03-312026-05-08

Sponsored

ILCV ISHARES TR4.9K shares0.00%2026-03-312026-05-08

CCK CROWN HLDGS INC4.5K shares0.00%2026-03-312026-05-08

ROBO EXCHANGE TRADED CONCEPTS TRU6.5K shares6.25%2026-03-312026-05-08

ABT ABBOTT LABORATORIES4.3K shares8.85%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST9.1K shares0.36%2026-03-312026-05-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO8.3K shares0.22%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares5.31%2026-03-312026-05-08

UDEC INNOVATOR ETFS TRUST10.6K shares0.00%2026-03-312026-05-08

Sponsored

FHN FIRST HORIZON CORPORATION18.0K shares4.01%2026-03-312026-05-08

MMM 3M CO2.7K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.4K shares0.08%2026-03-312026-05-08

ETR ENTERGY CORP NEW3.5K shares0.00%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO1.3K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC3.7K shares0.00%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO6.1K shares-0.82%2026-03-312026-05-08

Sponsored

TFC TRUIST FINL CORP8.0K shares0.19%2026-03-312026-05-08

IBHF ISHARES TR15.9K sharesnew addition2026-03-312026-05-08

TXRH TEXAS ROADHOUSE INC2.2K shares0.00%2026-03-312026-05-08

ACLC AMERICAN CENTY ETF TR4.9K shares0.00%2026-03-312026-05-08

IMCV ISHARES TR4.2K shares0.00%2026-03-312026-05-08

IJH ISHARES TR5.3K shares16.60%2026-03-312026-05-08

MGMT UNIFIED SER TR7.7K shares0.00%2026-03-312026-05-08

PSX PHILLIPS 661.9K shares-1.21%2026-03-312026-05-08

Sponsored

TXN TEXAS INSTRS INC1.8K shares22.62%2026-03-312026-05-08

VHT VANGUARD WORLD FD1.2K shares0.16%2026-03-312026-05-08

FINS ANGEL OAK FINL STRATEGIES IN26.0K shares0.00%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares0.00%2026-03-312026-05-08

WM WASTE MGMT INC DEL1.4K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC362 shares-3.98%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS4.3K shares12.22%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC1.8K shares0.06%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP499 shares9.67%2026-03-312026-05-08

ENB ENBRIDGE INC5.5K shares0.92%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST4.2K shares-3.09%2026-03-312026-05-08

COP CONOCOPHILLIPS2.2K sharesnew addition2026-03-312026-05-08

CSX CSX CORP7.0K shares0.17%2026-03-312026-05-08

LOW LOWES COS INC1.2K shares28.48%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE980 shares15.02%2026-03-312026-05-08

VO VANGUARD INDEX FDS962 shares0.00%2026-03-312026-05-08

Sponsored

CNH CNH INDL N V25.0K shares-77.27%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC4.7K shares0.00%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR9.6K shares13.76%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC61 shares-1.61%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-05-08

CME CME GROUP INC855 shares0.00%2026-03-312026-05-08

MGC VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2026-03-312026-05-08

Sponsored

SLV ISHARES SILVER TR3.6K shares0.00%2026-03-312026-05-08

TMUS T-MOBILE US INC1.2K shares3.01%2026-03-312026-05-08

BXMT BLACKSTONE MORTGAGE TRUST IN12.3K shares0.00%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP815 sharesnew addition2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2026-03-312026-05-08

DVY ISHARES TR1.5K shares-3.23%2026-03-312026-05-08

DHR DANAHER CORP DEL1.1K shares0.00%2026-03-312026-05-08

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-05-08

Sponsored

AB ALLIANCEBERNSTEIN HLDG L P5.5K shares0.00%2026-03-312026-05-08

BROADCOM INC BROADCOM INC665 sharesnew addition2026-03-312026-05-08

WEST WESTROCK COFFEE CO13.3K shares0.00%2026-03-312026-05-08

STXS STEREOTAXIS INC22.5K shares0.00%2026-03-312026-05-08

SCHD

SCHWAB STRATEGIC TR

1.17%

Shares2.1M

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

3.21%

Shares1.4M

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

1.69%

Shares1.6M

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB STRATEGIC TR

0.65%

Shares1.3M

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

4.85%

Shares1.2M

Event2026-03-31

Filed2026-05-08

MOAT

VANECK ETF TRUST

1.29%

Shares387.0K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

2.70%

Shares393.1K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

8.91%

Shares311.8K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

1.40%

Shares176.7K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.03%

Shares31.9K

Event2026-03-31

Filed2026-05-08

SCHY

SCHWAB STRATEGIC TR

0.68%

Shares608.0K

Event2026-03-31

Filed2026-05-08

IBDT

ISHARES TR

1.51%

Shares739.7K

Event2026-03-31

Filed2026-05-08

IBDS

ISHARES TR

1.22%

Shares772.2K

Event2026-03-31

Filed2026-05-08

IHDG

WISDOMTREE TR

0.44%

Shares384.9K

Event2026-03-31

Filed2026-05-08

IBDU

ISHARES TR

1.24%

Shares778.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.05%

Shares37.6K

Event2026-03-31

Filed2026-05-08

TLH

ISHARES TR

7.59%

Shares173.7K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

2.72%

Shares43.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.68%

Shares60.1K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

-2.62%

Shares94.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

14.05%

Shares41.7K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

0.39%

Shares86.5K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

11.02%

Shares20.3K

Event2026-03-31

Filed2026-05-08

AZO

AUTOZONE INC

0.74%

Shares2.0K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

1.94%

Shares48.6K

Event2026-03-31

Filed2026-05-08

HEFA

ISHARES TR

0.00%

Shares135.9K

Event2026-03-31

Filed2026-05-08

DIA

STATE STR SPDR DOW JONES IND

-3.00%

Shares12.3K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

-0.72%

Shares57.4K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.78%

Shares24.1K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

-0.33%

Shares19.1K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-0.16%

Shares11.6K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-4.97%

Shares13.1K

Event2026-03-31

Filed2026-05-08

VFLO

VICTORY PORTFOLIOS II

5.36%

Shares80.9K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

New

Shares46.4K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

1.13%

Shares5.0K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

5.50%

Shares19.8K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.25%

Shares9.9K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

0.60%

Shares7.9K

Event2026-03-31

Filed2026-05-08

USIG

ISHARES TR

43.34%

Shares53.3K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CONTROLS INTERNATION

-2.58%

Shares20.5K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

3.18%

Shares8.0K

Event2026-03-31

Filed2026-05-08

TCHP

T ROWE PRICE ETF INC

-0.05%

Shares54.5K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.00%

Shares48.7K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

-0.15%

Shares17.9K

Event2026-03-31

Filed2026-05-08

DEERE & CO

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-1.90%

Shares14.1K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

-5.29%

Shares24.0K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

17.97%

Shares5.5K

Event2026-03-31

Filed2026-05-08

OSEA

HARBOR ETF TRUST

1.29%

Shares57.1K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR

-61.82%

Shares41.6K

Event2026-03-31

Filed2026-05-08

VISA INC

1.86%

Shares5.4K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-0.26%

Shares21.0K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

-2.09%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

16.41%

Shares3.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

7.67%

Shares2.2K

Event2026-03-31

Filed2026-05-08

DBEU

DBX ETF TR

-3.69%

Shares27.1K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

33.35%

Shares4.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.04%

Shares13.7K

Event2026-03-31

Filed2026-05-08

AT&T INC

0.00%

Shares42.8K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

9.07%

Shares1.2K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

1.61%

Shares5.9K

Event2026-03-31

Filed2026-05-08

SCHW

SCHWAB CHARLES CORP

-0.06%

Shares11.9K

Event2026-03-31

Filed2026-05-08

EXPD

EXPEDITORS INTL WASH INC

-3.55%

Shares7.7K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

7.15%

Shares5.3K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

1.69%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB STRATEGIC TR

-1.52%

Shares37.1K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.02%

Shares4.9K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

-1.87%

Shares14.1K

Event2026-03-31

Filed2026-05-08

VIOG

VANGUARD ADMIRAL FDS INC

5.17%

Shares7.9K

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY CO

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-08

SEIX

VIRTUS ETF TR II

-4.32%

Shares39.8K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares35.5K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-0.54%

Shares4.3K

Event2026-03-31

Filed2026-05-08

IMCB

ISHARES TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

ILCG

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-08

GLOBE LIFE INC

0.04%

Shares5.7K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

FAST

FASTENAL CO

-1.05%

Shares15.4K

Event2026-03-31

Filed2026-05-08

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO

2.32%

Shares7.2K

Event2026-03-31

Filed2026-05-08

TCAF

T ROWE PRICE ETF INC

2.96%

Shares19.2K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ORLY

OREILLY AUTOMOTIVE INC

-5.83%

Shares7.0K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

ROYAL BK CDA

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

161.11%

Shares4.7K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO

-0.77%

Shares7.7K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-5.06%

Shares24.0K

Event2026-03-31

Filed2026-05-08

PINNACLE FINL PARTNERS INC

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

32.84%

Shares3.0K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-12.96%

Shares11.0K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

13.04%

Shares1.7K

Event2026-03-31

Filed2026-05-08

MAA

MID-AMER APT CMNTYS INC

-3.11%

Shares4.4K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

-1.40%

Shares19.1K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

TDVG

T ROWE PRICE ETF INC

-3.71%

Shares11.2K

Event2026-03-31

Filed2026-05-08

IBDR

ISHARES TR

-0.01%

Shares20.6K

Event2026-03-31

Filed2026-05-08

COWZ

PACER FDS TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-1.50%

Shares3.3K

Event2026-03-31

Filed2026-05-08