Sponsored

The Analysis of Symmetry Partners, LLC's Holdings & P&L

Currently, Symmetry Partners, LLC holds 209 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in DFAC (+194.5K shares, valued at $7.6M), BND (+96.1K shares, valued at $7.1M), VBIL (+81.3K shares, valued at $6.2M); decreased their positions in DFUV (-39.8K shares, valued at $1.9M), VTI (-4.3K shares, valued at $1.4M), VTV (-3.8K shares, valued at $751.6K); initiated new positions in XLV (+12.6K shares, valued at $1.8M), XLE (+8.7K shares, valued at $530.8K), CSX (+10.2K shares, valued at $418.7K).

1M P&L

+48.2M+2.66%

3M P&L

+50.0M+2.76%

HY P&L

+161.0M+9.47%

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/A1.6B

94.1%

2Consumer Electronics26.2M

1.5%

3Oil & Gas Integrated10.4M

0.6%

Top Industries by Stock Count

1N/A88 stocks

45.4%

2Drug Manufacturers - General4 stocks

2.1%

3Banks - Diversified4 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST6.7M shares2.99%2026-03-312026-04-27

DFGP DIMENSIONAL ETF TRUST2.5M shares2.84%2026-03-312026-04-27

MTUM ISHARES TR435.7K shares4.59%2026-03-312026-04-27

IUSB ISHARES TR2.2M shares0.63%2026-03-312026-04-27

DFIC DIMENSIONAL ETF TRUST2.8M shares3.92%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR677.5K shares2.22%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS1.5M shares8.98%2026-03-312026-04-27

DFNM DIMENSIONAL ETF TRUST1.3M shares-0.71%2026-03-312026-04-27

Sponsored

BND VANGUARD BD INDEX FDS832.3K shares13.06%2026-03-312026-04-27

SMOM SYMMETRY PANORAMIC TR2.1M shares2.21%2026-03-312026-04-27

DFEM DIMENSIONAL ETF TRUST1.5M shares2.92%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS620.4K shares-0.24%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST1.3M shares5.58%2026-03-312026-04-27

IMTM ISHARES TR918.2K shares3.88%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR337.8K shares1.03%2026-03-312026-04-27

QUAL ISHARES TR165.2K shares6.48%2026-03-312026-04-27

Sponsored

USMV ISHARES TR332.9K shares8.21%2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR332.2K shares9.17%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST546.2K shares-6.79%2026-03-312026-04-27

AAPL APPLE INC103.2K shares-1.06%2026-03-312026-04-27

AVES AMERICAN CENTY ETF TR389.7K shares3.07%2026-03-312026-04-27

VBIL VANGUARD INSTL INDEX FD273.1K shares42.42%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST586.1K shares-3.20%2026-03-312026-04-27

MUB ISHARES TR167.9K shares-0.33%2026-03-312026-04-27

Sponsored

EFAV ISHARES TR140.5K shares5.38%2026-03-312026-04-27

SPDR SERIES TRUST SPDR SERIES TRUST132.9K shares4.95%2026-03-312026-04-27

VTI VANGUARD INDEX FDS37.7K shares-10.20%2026-03-312026-04-27

AVIV AMERICAN CENTY ETF TR142.3K shares8.85%2026-03-312026-04-27

XOM EXXON MOBIL CORP56.4K shares155.16%2026-03-312026-04-27

SHY ISHARES TR110.0K shares2.58%2026-03-312026-04-27

SHM SPDR SERIES TRUST188.0K shares6.53%2026-03-312026-04-27

EEMV ISHARES INC135.0K shares7.33%2026-03-312026-04-27

Sponsored

VBR VANGUARD INDEX FDS37.9K shares-7.82%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR60.6K shares-3.41%2026-03-312026-04-27

VTV VANGUARD INDEX FDS33.8K shares-10.18%2026-03-312026-04-27

MSFT MICROSOFT CORP17.2K shares5.92%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS92.2K shares-7.69%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST81.5K shares-6.94%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR42.7K shares1.14%2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS110.9K shares22.60%2026-03-312026-04-27

Sponsored

EFV ISHARES TR70.5K shares-7.96%2026-03-312026-04-27

SUB ISHARES TR46.8K shares7.55%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR52.2K shares-1.30%2026-03-312026-04-27

NVDA NVIDIA CORPORATION23.1K shares5.31%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F27.3K shares-8.14%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST74.2K shares-2.48%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F72.2K shares-9.12%2026-03-312026-04-27

WMT WALMART INC30.9K shares2.13%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC17.3K shares9.73%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST55.3K shares-4.99%2026-03-312026-04-27

ALPHABET INC ALPHABET INC10.7K shares0.96%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS31.6K shares10.95%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F20.1K shares-1.96%2026-03-312026-04-27

ALPHABET INC ALPHABET INC9.2K shares15.80%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON9.8K shares12.65%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR21.4K shares-21.96%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC3.8K shares10.99%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR27.0K shares-7.63%2026-03-312026-04-27

PG PROCTER & GAMBLE CO15.0K shares9.52%2026-03-312026-04-27

LLY ELI LILLY & CO2.3K shares-0.61%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.4K shares31.48%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR12.6K sharesnew addition2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC13.0K shares1.44%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares18.20%2026-03-312026-04-27

Sponsored

XLU SELECT SECTOR SPDR TR28.9K shares162.02%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC7.8K shares0.42%2026-03-312026-04-27

ESGU ISHARES TR9.1K shares-0.87%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR7.8K shares158.80%2026-03-312026-04-27

IWD ISHARES TR4.9K shares-0.82%2026-03-312026-04-27

MA MASTERCARD INCORPORATED2.0K shares327.56%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO3.4K shares17.56%2026-03-312026-04-27

EAGG ISHARES TR21.0K shares0.78%2026-03-312026-04-27

Sponsored

MAA MID-AMER APT CMNTYS INC8.1K shares-0.15%2026-03-312026-04-27

DXCM DEXCOM INC15.7K shares1.11%2026-03-312026-04-27

ABBV ABBVIE INC4.4K shares33.15%2026-03-312026-04-27

BSVO EA SERIES TRUST37.5K shares-3.30%2026-03-312026-04-27

T AT&T INC32.6K shares-10.91%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE3.3K shares-0.43%2026-03-312026-04-27

LOW LOWES COS INC3.9K shares0.69%2026-03-312026-04-27

ACM AECOM10.8K shares0.17%2026-03-312026-04-27

Sponsored

THE CIGNA GROUP THE CIGNA GROUP3.4K shares-3.32%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.0K shares-22.45%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-04-27

CVX CHEVRON CORPORATION4.1K shares24.58%2026-03-312026-04-27

MO ALTRIA GROUP INC12.9K shares1.00%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION844 shares6.03%2026-03-312026-04-27

TSLA TESLA INC2.2K shares2.70%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.3K shares6.29%2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC862 shares55.88%2026-03-312026-04-27

RTX RTX CORPORATION3.7K shares60.51%2026-03-312026-04-27

ESGV VANGUARD WORLD FD6.3K shares-0.98%2026-03-312026-04-27

ESGD ISHARES TR7.3K shares-2.00%2026-03-312026-04-27

PEP PEPSICO INC4.3K shares-0.37%2026-03-312026-04-27

PAA PLAINS ALL AMERN PIPELINE L28.1K shares0.00%2026-03-312026-04-27

REET ISHARES TR24.0K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP1.8K shares4.59%2026-03-312026-04-27

Sponsored

PODD INSULET CORP2.7K shares-5.31%2026-03-312026-04-27

USHY ISHARES TR15.2K shares5.70%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS10.8K shares12.61%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC10.7K shares77.56%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR8.7K sharesnew addition2026-03-312026-04-27

TLT ISHARES TR5.9K shares0.12%2026-03-312026-04-27

IJH ISHARES TR7.6K shares108.87%2026-03-312026-04-27

SCMB SCHWAB STRATEGIC TR19.6K shares13.59%2026-03-312026-04-27

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.4K shares9.59%2026-03-312026-04-27

TGT TARGET CORP4.0K shares97.12%2026-03-312026-04-27

SYK STRYKER CORPORATION1.5K shares0.62%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.4K shares17.27%2026-03-312026-04-27

BNDW VANGUARD SCOTTSDALE FDS7.0K shares7.73%2026-03-312026-04-27

VTES VANGUARD WELLINGTON FD4.6K shares13.69%2026-03-312026-04-27

VSGX VANGUARD WORLD FD6.2K shares-2.21%2026-03-312026-04-27

CSCO CISCO SYS INC5.7K shares15.46%2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC595 shares2.76%2026-03-312026-04-27

CSX CSX CORP10.2K sharesnew addition2026-03-312026-04-27

CVS CVS HEALTH CORP5.8K shares-33.28%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC3.6K shares4.97%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP679 shares12.98%2026-03-312026-04-27

XSLV INVESCO EXCH TRADED FD TR II8.5K shares5.04%2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC12.5K shares0.00%2026-03-312026-04-27

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.4K shares8.17%2026-03-312026-04-27

VTEI VANGUARD MUN BD FDS3.9K shares13.67%2026-03-312026-04-27

RHP RYMAN HOSPITALITY PPTYS INC4.2K shares0.43%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.09%2026-03-312026-04-27

FIX COMFORT SYS USA INC276 shares0.73%2026-03-312026-04-27

MMM 3M CO2.6K shares-1.28%2026-03-312026-04-27

SO SOUTHERN CO3.9K shares0.18%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares-0.26%2026-03-312026-04-27

Sponsored

GABC GERMAN AMERN BANCORP INC8.7K shares0.43%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC85 shares46.55%2026-03-312026-04-27

SUSB ISHARES TR14.2K shares-0.90%2026-03-312026-04-27

TER TERADYNE INC1.2K shares0.08%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION2.6K shares3.11%2026-03-312026-04-27

NFLX NETFLIX INC.3.6K shares29.61%2026-03-312026-04-27

MPC MARATHON PETE CORP1.4K shares0.07%2026-03-312026-04-27

V VISA INC1.1K shares34.38%2026-03-312026-04-27

Sponsored

APH AMPHENOL CORP2.6K shares2.86%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F4.4K shares4.01%2026-03-312026-04-27

FDX FEDEX CORP916 shares0.33%2026-03-312026-04-27

CENCORA INC CENCORA INC1.0K shares0.68%2026-03-312026-04-27

HYMB SPDR SERIES TRUST12.9K shares13.73%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares2.94%2026-03-312026-04-27

GM GENERAL MTRS CO4.1K shares0.95%2026-03-312026-04-27

NEAR ISHARES U S ETF TR6.0K shares0.00%2026-03-312026-04-27

Sponsored

EIX EDISON INTL4.2K shares18.06%2026-03-312026-04-27

INTC INTEL CORP6.9K shares-13.14%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC890 sharesnew addition2026-03-312026-04-27

ET ENERGY TRANSFER L P15.4K shares0.00%2026-03-312026-04-27

IDXX IDEXX LABS INC516 shares-0.19%2026-03-312026-04-27

VB VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY1.7K sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR488 sharesnew addition2026-03-312026-04-27

Sponsored

ABNB AIRBNB INC2.2K shares18.19%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC1.3K shares0.52%2026-03-312026-04-27

PCG PG&E CORP15.9K shares9.73%2026-03-312026-04-27

CB CHUBB LTD SWITZ849 shares1.92%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC978 sharesnew addition2026-03-312026-04-27

NEM NEWMONT CORP2.5K shares4.33%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC776 shares4.16%2026-03-312026-04-27

CMI CUMMINS INC495 shares2.91%2026-03-312026-04-27

Sponsored

RL RALPH LAUREN CORP774 shares3.20%2026-03-312026-04-27

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-27

VXUS VANGUARD STAR FDS3.4K shares0.00%2026-03-312026-04-27

USB US BANCORP4.9K shares2.46%2026-03-312026-04-27

ACWI ISHARES TR1.9K shares0.00%2026-03-312026-04-27

KLAC KLA CORP169 sharesnew addition2026-03-312026-04-27

XT ISHARES TR3.6K shares-31.44%2026-03-312026-04-27

HD HOME DEPOT INC751 shares19.59%2026-03-312026-04-27

Sponsored

OKE ONEOK INC NEW2.7K sharesnew addition2026-03-312026-04-27

SPGI S&P GLOBAL INC559 sharesnew addition2026-03-312026-04-27

IWF ISHARES TR557 shares0.00%2026-03-312026-04-27

INCY INCYTE CORP2.5K shares1.86%2026-03-312026-04-27

VLO VALERO ENERGY CORP949 sharesnew addition2026-03-312026-04-27

TJX TJX COS INC NEW1.5K shares9.50%2026-03-312026-04-27

SPAB SPDR SERIES TRUST9.1K shares17.23%2026-03-312026-04-27

MCK MCKESSON CORP268 sharesnew addition2026-03-312026-04-27

Sponsored

KRE SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-04-27

CION CION INVT CORP33.2K shares-15.33%2026-03-312026-04-27

BAC BANK AMERICA CORP4.6K shares-3.68%2026-03-312026-04-27

WFC WELLS FARGO & CO2.8K shares-1.36%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC264 shares-1.12%2026-03-312026-04-27

EXPE EXPEDIA GROUP INC967 shares-11.53%2026-03-312026-04-27

REGN REGENERON PHARMACEUTICALS288 shares2.49%2026-03-312026-04-27

ORCL ORACLE CORP1.5K shares15.95%2026-03-312026-04-27

Sponsored

ADBE ADOBE INC915 sharesnew addition2026-03-312026-04-27

IVZ INVESCO LTD9.1K shares4.79%2026-03-312026-04-27

PFF ISHARES TR7.3K shares-0.03%2026-03-312026-04-27

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-04-27

ACWV ISHARES INC1.8K shares0.00%2026-03-312026-04-27

ILMN ILLUMINA INC1.8K shares0.86%2026-03-312026-04-27

PHM PULTE GROUP INC1.8K shares-0.11%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC833 shares-0.60%2026-03-312026-04-27

Sponsored

COF CAPITAL ONE FINL CORP1.2K shares-11.41%2026-03-312026-04-27

HCA HCA HEALTHCARE INC448 shares1.59%2026-03-312026-04-27

STIP ISHARES TR2.0K shares0.00%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-27

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-27

SNOW SNOWFLAKE INC1.4K shares-4.69%2026-03-312026-04-27

JBHT HUNT J B TRANS SVCS INC962 sharesnew addition2026-03-312026-04-27

Sponsored

USFD US FOODS HLDG CORP2.2K sharesnew addition2026-03-312026-04-27

CNC CENTENE CORP DEL6.2K shares-12.92%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP1.7K sharesnew addition2026-03-312026-04-27

SENS SENSEONICS HLDGS INC24.3K shares3.74%2026-03-312026-04-27

DC DAKOTA GOLD CORP31.3K shares0.00%2026-03-312026-04-27

FSK FS KKR CAP CORP14.2K shares-20.01%2026-03-312026-04-27

INQQ EXCHANGE TRADED CONCEPTS TRU11.4K shares0.00%2026-03-312026-04-27

FSCO FS CREDIT OPPORTUNITIES CORP16.0K shares0.00%2026-03-312026-04-27

Sponsored

AMBC OCTAVE SPECIALTY GROUP INC11.0K sharesnew addition2026-03-312026-04-27

DFAC

DIMENSIONAL ETF TRUST

2.99%

Shares6.7M

Event2026-03-31

Filed2026-04-27

DFGP

DIMENSIONAL ETF TRUST

2.84%

Shares2.5M

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

4.59%

Shares435.7K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

0.63%

Shares2.2M

Event2026-03-31

Filed2026-04-27

DFIC

DIMENSIONAL ETF TRUST

3.92%

Shares2.8M

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

2.22%

Shares677.5K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

8.98%

Shares1.5M

Event2026-03-31

Filed2026-04-27

DFNM

DIMENSIONAL ETF TRUST

-0.71%

Shares1.3M

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

13.06%

Shares832.3K

Event2026-03-31

Filed2026-04-27

SMOM

SYMMETRY PANORAMIC TR

2.21%

Shares2.1M

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL ETF TRUST

2.92%

Shares1.5M

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

-0.24%

Shares620.4K

Event2026-03-31

Filed2026-04-27

DUHP

DIMENSIONAL ETF TRUST

5.58%

Shares1.3M

Event2026-03-31

Filed2026-04-27

IMTM

ISHARES TR

3.88%

Shares918.2K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

1.03%

Shares337.8K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

6.48%

Shares165.2K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

8.21%

Shares332.9K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

9.17%

Shares332.2K

Event2026-03-31

Filed2026-04-27

DFUV

DIMENSIONAL ETF TRUST

-6.79%

Shares546.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-1.06%

Shares103.2K

Event2026-03-31

Filed2026-04-27

AVES

AMERICAN CENTY ETF TR

3.07%

Shares389.7K

Event2026-03-31

Filed2026-04-27

VBIL

VANGUARD INSTL INDEX FD

42.42%

Shares273.1K

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

-3.20%

Shares586.1K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-0.33%

Shares167.9K

Event2026-03-31

Filed2026-04-27

EFAV

ISHARES TR

5.38%

Shares140.5K

Event2026-03-31

Filed2026-04-27

SPDR SERIES TRUST

4.95%

Shares132.9K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-10.20%

Shares37.7K

Event2026-03-31

Filed2026-04-27

AVIV

AMERICAN CENTY ETF TR

8.85%

Shares142.3K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

155.16%

Shares56.4K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

2.58%

Shares110.0K

Event2026-03-31

Filed2026-04-27

SHM

SPDR SERIES TRUST

6.53%

Shares188.0K

Event2026-03-31

Filed2026-04-27

EEMV

ISHARES INC

7.33%

Shares135.0K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-7.82%

Shares37.9K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

-3.41%

Shares60.6K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-10.18%

Shares33.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

5.92%

Shares17.2K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-7.69%

Shares92.2K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

-6.94%

Shares81.5K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

1.14%

Shares42.7K

Event2026-03-31

Filed2026-04-27

VTIP

VANGUARD MALVERN FDS

22.60%

Shares110.9K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

-7.96%

Shares70.5K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

7.55%

Shares46.8K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

-1.30%

Shares52.2K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

5.31%

Shares23.1K

Event2026-03-31

Filed2026-04-27

VSS

VANGUARD INTL EQUITY INDEX F

-8.14%

Shares27.3K

Event2026-03-31

Filed2026-04-27

DFIV

DIMENSIONAL ETF TRUST

-2.48%

Shares74.2K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-9.12%

Shares72.2K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

2.13%

Shares30.9K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

9.73%

Shares17.3K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

-4.99%

Shares55.3K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.96%

Shares10.7K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

10.95%

Shares31.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

-1.96%

Shares20.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

15.80%

Shares9.2K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

12.65%

Shares9.8K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

-21.96%

Shares21.4K

Event2026-03-31

Filed2026-04-27