Sponsored

The Analysis of Summit Financial Strategies, Inc.'s Holdings & P&L

Currently, Summit Financial Strategies, Inc. holds 169 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VONG (+172.7K shares, valued at $18.9M), IVV (+19.9K shares, valued at $13.0M), JCPB (+188.9K shares, valued at $8.9M); decreased their positions in SCHB (-510.9K shares, valued at $12.8M), SCHM (-286.2K shares, valued at $8.9M), SCHA (-172.1K shares, valued at $5.0M); initiated new positions in SPTM (+12.2K shares, valued at $964.6K), SPSM (+18.5K shares, valued at $891.8K), SPDW (+16.1K shares, valued at $735.3K).

1M P&L

+20.0M+1.51%

3M P&L

+3.3M+0.24%

HY P&L

+100.4M+8.10%

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/A1.1B

88.9%

2Packaging & Containers52.4M

4.2%

3Consumer Electronics17.8M

1.4%

Top Industries by Stock Count

1N/A90 stocks

56.6%

2Semiconductors5 stocks

3.1%

3Drug Manufacturers - General4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST3.9M shares0.32%2026-03-312026-05-01

JCPB J P MORGAN EXCHANGE TRADED F2.6M shares7.71%2026-03-312026-05-01

IVV ISHARES TR167.7K shares13.47%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR2.2M shares6.50%2026-03-312026-05-01

DFLV DIMENSIONAL ETF TRUST2.4M shares9.41%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR2.7M shares-16.05%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR829.3K shares-3.16%2026-03-312026-05-01

IJH ISHARES TR972.2K shares15.17%2026-03-312026-05-01

Sponsored

PKG PACKAGING CORP AMER245.7K shares0.99%2026-03-312026-05-01

VBK VANGUARD INDEX FDS138.4K shares0.07%2026-03-312026-05-01

IJR ISHARES TR323.5K shares14.85%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR1.3M shares-18.24%2026-03-312026-05-01

DFGR DIMENSIONAL ETF TRUST1.1M shares10.93%2026-03-312026-05-01

DFAT DIMENSIONAL ETF TRUST446.3K shares8.16%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS248.7K shares227.17%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR740.8K shares-18.85%2026-03-312026-05-01

Sponsored

AAPL APPLE INC70.1K shares1.76%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.4K shares-2.50%2026-03-312026-05-01

WMT WALMART INC82.4K shares-1.49%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS17.0K shares14.98%2026-03-312026-05-01

JMUB J P MORGAN EXCHANGE TRADED F157.5K shares19.27%2026-03-312026-05-01

MSFT MICROSOFT CORP21.1K shares-1.29%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR328.7K shares-20.69%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS79.0K shares2.27%2026-03-312026-05-01

Sponsored

SCHF SCHWAB STRATEGIC TR199.2K shares-11.35%2026-03-312026-05-01

EFA ISHARES TR48.9K shares-8.50%2026-03-312026-05-01

DFUV DIMENSIONAL ETF TRUST95.4K shares-1.25%2026-03-312026-05-01

JAAA JANUS DETROIT STR TR90.6K shares12.58%2026-03-312026-05-01

IWB ISHARES TR12.5K shares-2.15%2026-03-312026-05-01

GLD SPDR GOLD TR10.2K shares-0.06%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR158.5K shares0.17%2026-03-312026-05-01

IWF ISHARES TR9.3K shares4.32%2026-03-312026-05-01

Sponsored

TSLA TESLA INC10.1K shares0.53%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F62.6K shares-8.57%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T5.2K shares-3.38%2026-03-312026-05-01

CIVB CIVISTA BANCSHARES INC142.6K shares0.00%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR119.4K shares3.73%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO10.6K shares-1.43%2026-03-312026-05-01

VO VANGUARD INDEX FDS10.8K shares6.99%2026-03-312026-05-01

ABBV ABBVIE INC14.2K shares49.29%2026-03-312026-05-01

Sponsored

IWR ISHARES TR31.2K shares-0.50%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR36.5K shares-0.20%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-05-01

EFV ISHARES TR36.8K shares-10.16%2026-03-312026-05-01

PRK PARK NATL CORP15.4K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC7.7K shares6.90%2026-03-312026-05-01

NVDA NVIDIA CORPORATION12.6K shares1.06%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F15.0K shares26.96%2026-03-312026-05-01

Sponsored

IWD ISHARES TR10.0K shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL CORP12.3K shares1.71%2026-03-312026-05-01

AMAT APPLIED MATLS INC5.3K shares0.00%2026-03-312026-05-01

SMMU PIMCO ETF TR36.0K shares9.75%2026-03-312026-05-01

AMZN AMAZON COM INC8.2K shares-1.69%2026-03-312026-05-01

LLY ELI LILLY & CO1.8K shares-1.10%2026-03-312026-05-01

ET ENERGY TRANSFER L P85.2K shares0.00%2026-03-312026-05-01

VTV VANGUARD INDEX FDS8.0K shares-12.63%2026-03-312026-05-01

Sponsored

IVW ISHARES TR13.0K shares0.08%2026-03-312026-05-01

VTI VANGUARD INDEX FDS4.5K shares-12.62%2026-03-312026-05-01

PG PROCTER & GAMBLE CO9.8K shares-3.73%2026-03-312026-05-01

CAT CATERPILLAR INC1.9K shares0.00%2026-03-312026-05-01

IWM ISHARES TR5.6K shares1.33%2026-03-312026-05-01

VOE VANGUARD INDEX FDS6.6K shares27.34%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON5.0K shares-5.68%2026-03-312026-05-01

ALPHABET INC ALPHABET INC4.1K shares-6.39%2026-03-312026-05-01

Sponsored

IVOO VANGUARD ADMIRAL FDS INC10.0K shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INC5.8K shares0.00%2026-03-312026-05-01

VUG VANGUARD INDEX FDS2.4K shares-6.79%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP8.5K shares0.00%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F13.0K shares-2.49%2026-03-312026-05-01

ABT ABBOTT LABORATORIES9.5K shares16.09%2026-03-312026-05-01

PULS PGIM ETF TR19.6K shares20.78%2026-03-312026-05-01

SPTM SPDR SERIES TRUST12.2K sharesnew addition2026-03-312026-05-01

Sponsored

SPSM SPDR SERIES TRUST18.5K sharesnew addition2026-03-312026-05-01

ECL ECOLAB INC3.2K shares0.00%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR24.1K shares83.61%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR26.4K shares-0.01%2026-03-312026-05-01

IBP INSTALLED BLDG PRODS INC2.9K shares0.00%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS16.1K sharesnew addition2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC6.1K shares-0.28%2026-03-312026-05-01

DE DEERE & CO1.3K shares-3.16%2026-03-312026-05-01

Sponsored

WOR WORTHINGTON ENTERPRISES INC13.4K shares0.00%2026-03-312026-05-01

SPYM SPDR SERIES TRUST9.0K shares-1.80%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.00%2026-03-312026-05-01

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

AEP AMERICAN ELEC PWR CO INC5.1K shares0.00%2026-03-312026-05-01

CINF CINCINNATI FINL CORP4.1K shares0.00%2026-03-312026-05-01

CVX CHEVRON CORPORATION3.0K shares-1.24%2026-03-312026-05-01

SCHC SCHWAB STRATEGIC TR13.3K shares101.21%2026-03-312026-05-01

Sponsored

HBAN HUNTINGTON BANCSHARES INC37.9K shares-0.68%2026-03-312026-05-01

JBBB JANUS DETROIT STR TR12.6K shares-1.48%2026-03-312026-05-01

WYY WIDEPOINT CORP117.7K shares0.00%2026-03-312026-05-01

NFLX NETFLIX INC.5.8K shares-3.90%2026-03-312026-05-01

AMGN AMGEN INC1.6K shares0.00%2026-03-312026-05-01

DGRO ISHARES TR7.7K shares0.00%2026-03-312026-05-01

SPXL DIREXION SHARES ETF TRUST2.9K shares75.00%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC1.5K shares-2.01%2026-03-312026-05-01

Sponsored

IAGG ISHARES TR9.9K shares-15.93%2026-03-312026-05-01

MCD MCDONALDS CORP1.6K shares0.00%2026-03-312026-05-01

AGG ISHARES TR4.9K shares9.94%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR4.1K shares-5.90%2026-03-312026-05-01

META META PLATFORMS INC797 shares7.56%2026-03-312026-05-01

IWV ISHARES TR1.2K shares-0.89%2026-03-312026-05-01

VIOO VANGUARD ADMIRAL FDS INC3.8K shares-3.81%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.9K shares-7.08%2026-03-312026-05-01

Sponsored

LMT LOCKHEED MARTIN CORP686 shares-6.67%2026-03-312026-05-01

EEM ISHARES TR7.3K shares-14.33%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION408 shares1.24%2026-03-312026-05-01

HD HOME DEPOT INC1.2K shares-8.60%2026-03-312026-05-01

VBR VANGUARD INDEX FDS1.8K shares1.69%2026-03-312026-05-01

GEV GE VERNOVA INC448 shares0.00%2026-03-312026-05-01

GSLC GOLDMAN SACHS ETF TR3.1K shares0.00%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR6.3K shares-0.35%2026-03-312026-05-01

Sponsored

UNH UNITEDHEALTH GROUP INC1.4K shares-5.06%2026-03-312026-05-01

MTD METTLER TOLEDO INTERNATIONAL300 shares-10.71%2026-03-312026-05-01

SCHH SCHWAB STRATEGIC TR17.4K shares31.14%2026-03-312026-05-01

BIL SPDR SERIES TRUST4.0K shares3.64%2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR4.3K shares21.31%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD512 shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC2.4K shares3.07%2026-03-312026-05-01

Sponsored

ACWI ISHARES TR2.3K shares-0.98%2026-03-312026-05-01

IJT ISHARES TR2.2K shares0.00%2026-03-312026-05-01

EFG ISHARES TR2.8K shares-22.56%2026-03-312026-05-01

DTE DTE ENERGY CO2.1K shares0.00%2026-03-312026-05-01

GEF GREIF INC4.6K shares0.00%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS6.0K shares-17.56%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC857 shares-8.05%2026-03-312026-05-01

TUSI TOUCHSTONE ETF TRUST11.4K shares0.00%2026-03-312026-05-01

Sponsored

PDN INVESCO EXCH TRADED FD TR II6.5K shares-17.70%2026-03-312026-05-01

VB VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC5.4K shares-20.57%2026-03-312026-05-01

WS WORTHINGTON STL INC8.8K shares0.00%2026-03-312026-05-01

ETR ENTERGY CORP NEW2.3K shares0.00%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR5.2K shares-9.05%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.2K sharesnew addition2026-03-312026-05-01

VPU VANGUARD WORLD FD1.3K shares1.67%2026-03-312026-05-01

Sponsored

PLD PROLOGIS INC.1.9K shares0.00%2026-03-312026-05-01

IJJ ISHARES TR1.9K shares0.00%2026-03-312026-05-01

VHT VANGUARD WORLD FD918 shares-24.38%2026-03-312026-05-01

NKE NIKE INC4.6K shares-0.56%2026-03-312026-05-01

T AT&T INC8.2K shares-3.62%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE837 shares0.00%2026-03-312026-05-01

DIS DISNEY WALT CO2.4K shares-1.17%2026-03-312026-05-01

PHYS SPROTT ASSET MANAGEMENT LP6.6K shares5.26%2026-03-312026-05-01

Sponsored

VXUS VANGUARD STAR FDS3.0K shares0.64%2026-03-312026-05-01

MMM 3M CO1.6K shares0.00%2026-03-312026-05-01

SGOV ISHARES TR2.3K shares-49.36%2026-03-312026-05-01

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST6.4K shares-0.31%2026-03-312026-05-01

MTSI MACOM TECH SOLUTIONS HLDGS I975 sharesnew addition2026-03-312026-05-01

BA BOEING CO1.1K shares0.00%2026-03-312026-05-01

ANF ABERCROMBIE & FITCH CO2.3K sharesnew addition2026-03-312026-05-01

Sponsored

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-14.11%2026-03-312026-05-01

CSCO CISCO SYS INC2.7K shares-24.40%2026-03-312026-05-01

RWJ INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS2.6K shares-21.85%2026-03-312026-05-01

IEFA ISHARES TR2.2K shares-5.81%2026-03-312026-05-01

MA MASTERCARD INCORPORATED405 shares5.74%2026-03-312026-05-01

INTC INTEL CORP4.5K sharesnew addition2026-03-312026-05-01

Sponsored

STWD STARWOOD PPTY TR INC10.7K shares0.00%2026-03-312026-05-01

CHY CALAMOS CONV & HIGH INCOME F16.5K shares0.00%2026-03-312026-05-01

STLA STELLANTIS N.V11.7K sharesnew addition2026-03-312026-05-01

UA UNDER ARMOUR INC10.0K sharesnew addition2026-03-312026-05-01

GERN GERON CORP27.0K shares0.00%2026-03-312026-05-01

FEAM 5E ADVANCED MATERIALS INC12.3K shares0.00%2026-03-312026-05-01

MYO MYOMO INC25.0K shares0.00%2026-03-312026-05-01

FNGR FINGERMOTION INC15.0K shares-1.32%2026-03-312026-05-01

Sponsored

CDLX CARDLYTICS INC14.0K shares0.00%2026-03-312026-05-01

DFIC

DIMENSIONAL ETF TRUST

0.32%

Shares3.9M

Event2026-03-31

Filed2026-05-01

JCPB

J P MORGAN EXCHANGE TRADED F

7.71%

Shares2.6M

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

13.47%

Shares167.7K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

6.50%

Shares2.2M

Event2026-03-31

Filed2026-05-01

DFLV

DIMENSIONAL ETF TRUST

9.41%

Shares2.4M

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

-16.05%

Shares2.7M

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

-3.16%

Shares829.3K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

15.17%

Shares972.2K

Event2026-03-31

Filed2026-05-01

PKG

PACKAGING CORP AMER

0.99%

Shares245.7K

Event2026-03-31

Filed2026-05-01

VBK

VANGUARD INDEX FDS

0.07%

Shares138.4K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

14.85%

Shares323.5K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

-18.24%

Shares1.3M

Event2026-03-31

Filed2026-05-01

DFGR

DIMENSIONAL ETF TRUST

10.93%

Shares1.1M

Event2026-03-31

Filed2026-05-01

DFAT

DIMENSIONAL ETF TRUST

8.16%

Shares446.3K

Event2026-03-31

Filed2026-05-01

VONG

VANGUARD SCOTTSDALE FDS

227.17%

Shares248.7K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

-18.85%

Shares740.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

1.76%

Shares70.1K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-2.50%

Shares25.4K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-1.49%

Shares82.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

14.98%

Shares17.0K

Event2026-03-31

Filed2026-05-01

JMUB

J P MORGAN EXCHANGE TRADED F

19.27%

Shares157.5K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-1.29%

Shares21.1K

Event2026-03-31

Filed2026-05-01

SCHZ

SCHWAB STRATEGIC TR

-20.69%

Shares328.7K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

2.27%

Shares79.0K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-11.35%

Shares199.2K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

-8.50%

Shares48.9K

Event2026-03-31

Filed2026-05-01

DFUV

DIMENSIONAL ETF TRUST

-1.25%

Shares95.4K

Event2026-03-31

Filed2026-05-01

JAAA

JANUS DETROIT STR TR

12.58%

Shares90.6K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

-2.15%

Shares12.5K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

-0.06%

Shares10.2K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

0.17%

Shares158.5K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

4.32%

Shares9.3K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.53%

Shares10.1K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

-8.57%

Shares62.6K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-3.38%

Shares5.2K

Event2026-03-31

Filed2026-05-01

CIVB

CIVISTA BANCSHARES INC

0.00%

Shares142.6K

Event2026-03-31

Filed2026-05-01

SCHP

SCHWAB STRATEGIC TR

3.73%

Shares119.4K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-1.43%

Shares10.6K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

6.99%

Shares10.8K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

49.29%

Shares14.2K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

-0.50%

Shares31.2K

Event2026-03-31

Filed2026-05-01

AVLV

AMERICAN CENTY ETF TR

-0.20%

Shares36.5K

Event2026-03-31

Filed2026-05-01

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-05-01

EFV

ISHARES TR

-10.16%

Shares36.8K

Event2026-03-31

Filed2026-05-01

PRK

PARK NATL CORP

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

6.90%

Shares7.7K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

1.06%

Shares12.6K

Event2026-03-31

Filed2026-05-01

VSS

VANGUARD INTL EQUITY INDEX F

26.96%

Shares15.0K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

1.71%

Shares12.3K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-01

SMMU

PIMCO ETF TR

9.75%

Shares36.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-1.69%

Shares8.2K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-1.10%

Shares1.8K

Event2026-03-31

Filed2026-05-01

ENERGY TRANSFER L P

0.00%

Shares85.2K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-12.63%

Shares8.0K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

0.08%

Shares13.0K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-12.62%

Shares4.5K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-3.73%

Shares9.8K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

1.33%

Shares5.6K

Event2026-03-31

Filed2026-05-01

VOE

VANGUARD INDEX FDS

27.34%

Shares6.6K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-5.68%

Shares5.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-6.39%

Shares4.1K

Event2026-03-31

Filed2026-05-01

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-6.79%

Shares2.4K

Event2026-03-31

Filed2026-05-01

BANK NEW YORK MELLON CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

-2.49%

Shares13.0K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

16.09%

Shares9.5K

Event2026-03-31

Filed2026-05-01

PULS

PGIM ETF TR

20.78%

Shares19.6K

Event2026-03-31

Filed2026-05-01

SPTM

SPDR SERIES TRUST

New

Shares12.2K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

New

Shares18.5K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

83.61%

Shares24.1K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

-0.01%

Shares26.4K

Event2026-03-31

Filed2026-05-01

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

New

Shares16.1K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-0.28%

Shares6.1K

Event2026-03-31

Filed2026-05-01

DEERE & CO

-3.16%

Shares1.3K

Event2026-03-31

Filed2026-05-01

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

-1.80%

Shares9.0K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-01

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-01

CINF

CINCINNATI FINL CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-1.24%

Shares3.0K

Event2026-03-31

Filed2026-05-01

SCHC

SCHWAB STRATEGIC TR

101.21%

Shares13.3K

Event2026-03-31

Filed2026-05-01

HBAN

HUNTINGTON BANCSHARES INC

-0.68%

Shares37.9K

Event2026-03-31

Filed2026-05-01

JBBB

JANUS DETROIT STR TR

-1.48%

Shares12.6K

Event2026-03-31

Filed2026-05-01

WYY

WIDEPOINT CORP

0.00%

Shares117.7K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

-3.90%

Shares5.8K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-01

SPXL

DIREXION SHARES ETF TRUST

75.00%

Shares2.9K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

-2.01%

Shares1.5K

Event2026-03-31

Filed2026-05-01

IAGG

ISHARES TR

-15.93%

Shares9.9K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

9.94%

Shares4.9K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

-5.90%

Shares4.1K

Event2026-03-31

Filed2026-05-01

META

META PLATFORMS INC

7.56%

Shares797

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

-0.89%

Shares1.2K

Event2026-03-31

Filed2026-05-01

VIOO

VANGUARD ADMIRAL FDS INC

-3.81%

Shares3.8K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-7.08%

Shares8.9K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

-6.67%

Shares686

Event2026-03-31

Filed2026-05-01

EEM

ISHARES TR

-14.33%

Shares7.3K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

1.24%

Shares408

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-8.60%

Shares1.2K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

1.69%

Shares1.8K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

0.00%

Shares448

Event2026-03-31

Filed2026-05-01

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

-0.35%

Shares6.3K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-5.06%

Shares1.4K

Event2026-03-31

Filed2026-05-01

MTD

METTLER TOLEDO INTERNATIONAL

-10.71%

Shares300

Event2026-03-31

Filed2026-05-01

SCHH

SCHWAB STRATEGIC TR

31.14%

Shares17.4K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

3.64%

Shares4.0K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

21.31%

Shares4.3K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

0.00%

Shares512

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

3.07%

Shares2.4K

Event2026-03-31

Filed2026-05-01

ACWI

ISHARES TR

-0.98%

Shares2.3K

Event2026-03-31

Filed2026-05-01

IJT

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

EFG

ISHARES TR

-22.56%

Shares2.8K

Event2026-03-31

Filed2026-05-01

DTE

DTE ENERGY CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-01

GEF

GREIF INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD MALVERN FDS

-17.56%

Shares6.0K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.05%

Shares857

Event2026-03-31

Filed2026-05-01

TUSI

TOUCHSTONE ETF TRUST

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-01

PDN

INVESCO EXCH TRADED FD TR II

-17.70%

Shares6.5K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

-20.57%

Shares5.4K

Event2026-03-31

Filed2026-05-01

WORTHINGTON STL INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-01

ETR

ENTERGY CORP NEW

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

-9.05%

Shares5.2K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-01

VPU

VANGUARD WORLD FD

1.67%

Shares1.3K

Event2026-03-31

Filed2026-05-01

PLD

PROLOGIS INC.

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

IJJ

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-01

VHT

VANGUARD WORLD FD

-24.38%

Shares918

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC

-0.56%

Shares4.6K

Event2026-03-31

Filed2026-05-01

AT&T INC

-3.62%

Shares8.2K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

0.00%

Shares837

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

-1.17%

Shares2.4K

Event2026-03-31

Filed2026-05-01

PHYS

SPROTT ASSET MANAGEMENT LP

5.26%

Shares6.6K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

0.64%

Shares3.0K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

SGOV

ISHARES TR

-49.36%

Shares2.3K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

-0.31%

Shares6.4K

Event2026-03-31

Filed2026-05-01

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares975

Event2026-03-31

Filed2026-05-01

BOEING CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-01

ANF

ABERCROMBIE & FITCH CO

New

Shares2.3K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

New

Shares2.2K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

-14.11%

Shares2.4K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-24.40%

Shares2.7K

Event2026-03-31

Filed2026-05-01

RWJ

INVESCO EXCH TRADED FD TR II

New

Shares4.0K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

-21.85%

Shares2.6K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

-5.81%

Shares2.2K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

5.74%

Shares405

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-01

STWD

STARWOOD PPTY TR INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-01

CHY

CALAMOS CONV & HIGH INCOME F

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-01

STLA

STELLANTIS N.V

New

Shares11.7K

Event2026-03-31

Filed2026-05-01

UNDER ARMOUR INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-01

GERN

GERON CORP

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-01

FEAM

5E ADVANCED MATERIALS INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-01

MYO

MYOMO INC

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-01

FNGR

FINGERMOTION INC

-1.32%

Shares15.0K

Event2026-03-31

Filed2026-05-01

CDLX

CARDLYTICS INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

GERN Call CallGERON CORP5.0K sharesnew addition2026-03-312026-05-01

GERN Call

GERON CORP

New

Shares5.0K

Event2026-03-31

Filed2026-05-01

Put Option Holdings

No put option holdings data available