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The Analysis of TCI Wealth Advisors, Inc.'s Holdings & P&L

Currently, TCI Wealth Advisors, Inc. holds 251 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in DUHP (+323.6K shares, valued at $11.9M), DFUS (+153.0K shares, valued at $10.8M), AVUV (+67.8K shares, valued at $7.5M); decreased their positions in JPM (-4.3K shares, valued at $1.3M), DFAX (-36.8K shares, valued at $1.3M), LLY (-1.2K shares, valued at $1.1M); initiated new positions in N/A (+5.2K shares, valued at $3.0M), RTX (+6.5K shares, valued at $1.3M), ITOT (+4.2K shares, valued at $592.4K).

1M P&L

+59.3M+3.00%

3M P&L

+56.6M+2.86%

HY P&L

+240.9M+13.45%

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/A1.7B

89.4%

2Consumer Electronics31.7M

1.7%

3Drug Manufacturers - General20.3M

1.1%

Top Industries by Stock Count

1N/A108 stocks

46.6%

2Semiconductors7 stocks

3.0%

3Drug Manufacturers - General6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST3.3M shares4.83%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TRUST2.6M shares1.54%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST3.5M shares4.35%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR1.2M shares5.92%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST2.5M shares14.76%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST2.4M shares4.55%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST1.6M shares-1.11%2026-03-312026-04-27

DFGR DIMENSIONAL ETF TRUST2.8M shares4.90%2026-03-312026-04-27

Sponsored

AVDV AMERICAN CENTY ETF TR697.5K shares-0.32%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST2.1M shares5.48%2026-03-312026-04-27

DFIS DIMENSIONAL ETF TRUST1.4M shares-1.04%2026-03-312026-04-27

DIHP DIMENSIONAL ETF TRUST1.3M shares5.35%2026-03-312026-04-27

DFGP DIMENSIONAL ETF TRUST614.7K shares1.79%2026-03-312026-04-27

AAPL APPLE INC124.8K shares-3.06%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST470.8K shares-1.48%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST839.5K shares-4.21%2026-03-312026-04-27

Sponsored

AGG ISHARES TR210.4K shares-1.34%2026-03-312026-04-27

EBI RBB FUND TRUST336.8K shares0.00%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR234.3K shares-3.63%2026-03-312026-04-27

VTI VANGUARD INDEX FDS54.7K shares1.99%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR160.5K shares-3.74%2026-03-312026-04-27

IJR ISHARES TR107.3K shares0.29%2026-03-312026-04-27

MSFT MICROSOFT CORP30.5K shares-7.40%2026-03-312026-04-27

DFSU DIMENSIONAL ETF TRUST271.0K shares5.55%2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC15.0K shares-0.67%2026-03-312026-04-27

DFLV DIMENSIONAL ETF TRUST294.7K shares9.03%2026-03-312026-04-27

IVV ISHARES TR15.8K shares6.84%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T15.4K shares1.73%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.3K shares-0.50%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON38.6K shares-4.67%2026-03-312026-04-27

DFSV DIMENSIONAL ETF TRUST262.2K shares0.81%2026-03-312026-04-27

NVDA NVIDIA CORPORATION50.1K shares-0.90%2026-03-312026-04-27

Sponsored

XOM EXXON MOBIL CORP50.5K shares-0.52%2026-03-312026-04-27

AMZN AMAZON COM INC38.5K shares-0.37%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST187.7K shares0.12%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION6.4K shares-0.50%2026-03-312026-04-27

LLY ELI LILLY & CO6.8K shares-15.36%2026-03-312026-04-27

MCD MCDONALDS CORP19.2K shares-0.50%2026-03-312026-04-27

DFAW DIMENSIONAL ETF TRUST79.1K shares7.66%2026-03-312026-04-27

VTV VANGUARD INDEX FDS28.8K shares-0.07%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORPORATION27.0K shares-2.82%2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST69.6K shares10.49%2026-03-312026-04-27

DFIC DIMENSIONAL ETF TRUST139.1K shares22.61%2026-03-312026-04-27

ALPHABET INC ALPHABET INC16.3K shares-1.27%2026-03-312026-04-27

DFEM DIMENSIONAL ETF TRUST135.5K shares-0.37%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST102.2K shares1.39%2026-03-312026-04-27

DFSI DIMENSIONAL ETF TRUST108.2K shares-0.34%2026-03-312026-04-27

ALPHABET INC ALPHABET INC15.7K shares-14.41%2026-03-312026-04-27

Sponsored

WWD WOODWARD INC12.5K shares-0.38%2026-03-312026-04-27

QUAL ISHARES TR23.3K shares-0.06%2026-03-312026-04-27

VTES VANGUARD WELLINGTON FD38.7K shares-2.48%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS46.8K shares2.88%2026-03-312026-04-27

DFSE DIMENSIONAL ETF TRUST85.0K shares-0.05%2026-03-312026-04-27

HON HONEYWELL INTL INC14.9K shares0.03%2026-03-312026-04-27

ABBV ABBVIE INC15.2K shares-0.73%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS44.5K shares6.02%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO10.7K shares-28.39%2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR38.9K shares53.71%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares-4.15%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR5.2K sharesnew addition2026-03-312026-04-27

WMT WALMART INC21.4K shares-2.08%2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST52.3K shares-3.85%2026-03-312026-04-27

MCK MCKESSON CORP2.7K shares78.14%2026-03-312026-04-27

PEP PEPSICO INC14.4K shares-2.63%2026-03-312026-04-27

Sponsored

TSLA TESLA INC6.0K shares5.07%2026-03-312026-04-27

VTEI VANGUARD MUN BD FDS21.3K shares1.73%2026-03-312026-04-27

PG PROCTER & GAMBLE CO14.4K shares-0.63%2026-03-312026-04-27

VB VANGUARD INDEX FDS7.7K shares-0.18%2026-03-312026-04-27

EFA ISHARES TR19.9K shares-5.63%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS7.8K shares7.25%2026-03-312026-04-27

BROADCOM INC BROADCOM INC5.9K shares-9.02%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP18.6K shares-7.17%2026-03-312026-04-27

Sponsored

HD HOME DEPOT INC5.4K shares-3.95%2026-03-312026-04-27

META META PLATFORMS INC3.0K shares-3.02%2026-03-312026-04-27

VBK VANGUARD INDEX FDS5.4K shares-0.07%2026-03-312026-04-27

T AT&T INC49.9K shares4.96%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS28.5K shares0.05%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO4.7K shares-1.06%2026-03-312026-04-27

PSN PARSONS CORP DEL25.0K shares-5.45%2026-03-312026-04-27

Sponsored

ITW ILLINOIS TOOL WKS INC5.2K shares-0.31%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS17.4K shares16.66%2026-03-312026-04-27

VDE VANGUARD WORLD FD7.6K shares-1.93%2026-03-312026-04-27

RTX RTX CORPORATION6.5K sharesnew addition2026-03-312026-04-27

AVRE AMERICAN CENTY ETF TR28.5K shares46.63%2026-03-312026-04-27

DVY ISHARES TR8.3K shares-6.28%2026-03-312026-04-27

UPST UPSTART HLDGS INC48.4K shares9.01%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F8.4K shares-4.83%2026-03-312026-04-27

Sponsored

MMM 3M CO8.3K shares-4.08%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC23.8K shares2.60%2026-03-312026-04-27

CLX CLOROX CO DEL11.4K shares22.60%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE4.1K shares-6.44%2026-03-312026-04-27

IWD ISHARES TR5.4K shares-1.71%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.9K shares-18.11%2026-03-312026-04-27

WSO WATSCO INC3.1K shares74.29%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.6K shares0.94%2026-03-312026-04-27

Sponsored

V VISA INC3.6K shares-3.97%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC8.6K shares-1.43%2026-03-312026-04-27

ABT ABBOTT LABORATORIES9.9K shares0.77%2026-03-312026-04-27

CVS CVS HEALTH CORP13.3K shares-0.20%2026-03-312026-04-27

TXN TEXAS INSTRS INC4.9K shares-6.47%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS14.3K shares3.46%2026-03-312026-04-27

GLD SPDR GOLD TR2.1K shares-21.45%2026-03-312026-04-27

UNP UNION PAC CORP3.8K shares-30.05%2026-03-312026-04-27

Sponsored

CSCO CISCO SYS INC11.4K shares-0.54%2026-03-312026-04-27

STIP ISHARES TR8.5K shares-2.78%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP9.3K shares8.39%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR34.8K shares19.06%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC5.2K shares0.15%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC1.0K shares0.60%2026-03-312026-04-27

INTC INTEL CORP19.3K shares4.87%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS3.9K shares0.96%2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC960 shares-9.09%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR28.6K shares1.06%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS9.4K shares-54.22%2026-03-312026-04-27

IEFA ISHARES TR9.0K shares-4.53%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F10.7K shares-1.53%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 401.3K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.7.8K shares-11.57%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.5K shares-4.90%2026-03-312026-04-27

Sponsored

VYM VANGUARD WHITEHALL FDS4.9K shares0.06%2026-03-312026-04-27

GWW WW GRAINGER INC641 shares0.16%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F5.0K shares5.64%2026-03-312026-04-27

DE DEERE & CO1.2K shares-1.29%2026-03-312026-04-27

FDX FEDEX CORP1.9K shares0.10%2026-03-312026-04-27

ORCL ORACLE CORP4.7K shares-7.43%2026-03-312026-04-27

IWF ISHARES TR1.6K shares-7.82%2026-03-312026-04-27

ZION ZIONS BANCORPORATION NATL AS11.7K shares-7.88%2026-03-312026-04-27

Sponsored

VBR VANGUARD INDEX FDS3.0K shares1.48%2026-03-312026-04-27

IJH ISHARES TR9.2K shares-3.96%2026-03-312026-04-27

BAC BANK AMERICA CORP12.7K shares-6.08%2026-03-312026-04-27

NEAR ISHARES U S ETF TR12.1K shares0.68%2026-03-312026-04-27

MO ALTRIA GROUP INC9.2K shares4.01%2026-03-312026-04-27

AMGN AMGEN INC1.7K shares-37.43%2026-03-312026-04-27

ITOT ISHARES TR4.2K sharesnew addition2026-03-312026-04-27

IFRA ISHARES TR10.1K shares0.00%2026-03-312026-04-27

Sponsored

SM SM ENERGY COMPANY18.3K shares-37.95%2026-03-312026-04-27

EMXC ISHARES INC7.2K shares8.99%2026-03-312026-04-27

QCOM QUALCOMM INC4.3K shares0.35%2026-03-312026-04-27

AVGE AMERICAN CENTY ETF TR6.2K shares-0.32%2026-03-312026-04-27

PNW PINNACLE WEST CAP CORP5.1K shares0.39%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares0.04%2026-03-312026-04-27

VLO VALERO ENERGY CORP2.1K shares-0.19%2026-03-312026-04-27

VGT VANGUARD WORLD FD728 shares-2.02%2026-03-312026-04-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares0.82%2026-03-312026-04-27

IWR ISHARES TR5.2K shares-2.33%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F9.3K shares-2.35%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC4.3K shares8.79%2026-03-312026-04-27

NOW SERVICENOW INC4.8K shares1.47%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP1.7K shares0.06%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS6.2K shares3.37%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP2.6K shares-8.61%2026-03-312026-04-27

Sponsored

CTAS CINTAS CORP2.7K shares0.30%2026-03-312026-04-27

DHR DANAHER CORP DEL2.4K shares-1.61%2026-03-312026-04-27

IDV ISHARES TR10.5K shares0.00%2026-03-312026-04-27

GTES GATES INDL CORP PLC19.3K shares14.42%2026-03-312026-04-27

CENCORA INC CENCORA INC1.4K sharesnew addition2026-03-312026-04-27

SO SOUTHERN CO4.4K shares-0.05%2026-03-312026-04-27

PFE PFIZER INC15.2K shares-4.52%2026-03-312026-04-27

AMAT APPLIED MATLS INC1.2K shares-0.48%2026-03-312026-04-27

Sponsored

USMV ISHARES TR4.5K shares-0.79%2026-03-312026-04-27

ISCF ISHARES TR10.1K shares-2.30%2026-03-312026-04-27

AVSD AMERICAN CENTY ETF TR5.6K shares-1.58%2026-03-312026-04-27

XEL XCEL ENERGY INC5.2K shares0.12%2026-03-312026-04-27

IWM ISHARES TR1.6K shares-1.61%2026-03-312026-04-27

DIS DISNEY WALT CO4.2K shares-13.39%2026-03-312026-04-27

SBUX STARBUCKS CORP4.5K shares73.29%2026-03-312026-04-27

BA BOEING CO2.0K shares-3.48%2026-03-312026-04-27

Sponsored

DFAR DIMENSIONAL ETF TRUST16.7K shares0.10%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC4.5K shares-7.55%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC2.6K shares-1.05%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR14.9K shares0.27%2026-03-312026-04-27

MGK VANGUARD WORLD FD1.0K shares3.80%2026-03-312026-04-27

AVSU AMERICAN CENTY ETF TR5.0K shares0.00%2026-03-312026-04-27

ITA ISHARES TR1.6K shares0.00%2026-03-312026-04-27

NUE NUCOR CORP2.1K shares0.00%2026-03-312026-04-27

Sponsored

GWX SPDR INDEX SHS FDS8.3K shares0.00%2026-03-312026-04-27

ATR APTARGROUP INC2.8K shares-0.04%2026-03-312026-04-27

AVIV AMERICAN CENTY ETF TR4.5K shares-2.15%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR11.6K shares0.94%2026-03-312026-04-27

WFC WELLS FARGO & CO4.2K shares-3.05%2026-03-312026-04-27

GLW CORNING INC2.4K shares0.21%2026-03-312026-04-27

KO COCA COLA CO4.3K shares-23.65%2026-03-312026-04-27

QTUM ETF SER SOLUTIONS3.0K shares0.30%2026-03-312026-04-27

Sponsored

NEE NEXTERA ENERGY INC3.5K shares-6.34%2026-03-312026-04-27

RAA ETF OPPORTUNITIES TRUST11.1K shares0.20%2026-03-312026-04-27

USB US BANCORP5.9K shares2.00%2026-03-312026-04-27

PSX PHILLIPS 661.7K shares0.12%2026-03-312026-04-27

MCW MISTER CAR WASH INC42.6K shares-0.47%2026-03-312026-04-27

ESGV VANGUARD WORLD FD2.6K shares-0.15%2026-03-312026-04-27

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.8K sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC1.8K shares2.84%2026-03-312026-04-27

Sponsored

SYK STRYKER CORPORATION882 shares-0.90%2026-03-312026-04-27

VXUS VANGUARD STAR FDS3.7K sharesnew addition2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II1.2K shares37.25%2026-03-312026-04-27

IRM IRON MTN INC DEL2.8K shares1.62%2026-03-312026-04-27

PFF ISHARES TR9.3K shares5.01%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP2.4K shares0.04%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO4.6K shares-4.19%2026-03-312026-04-27

AIQ GLOBAL X FDS5.9K shares0.00%2026-03-312026-04-27

Sponsored

DINO HF SINCLAIR CORP4.4K shares0.00%2026-03-312026-04-27

ALL ALLSTATE CORP1.3K shares-4.41%2026-03-312026-04-27

ESML ISHARES TR5.8K shares1.59%2026-03-312026-04-27

DTE DTE ENERGY CO1.9K shares-20.52%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR8.9K shares-1.21%2026-03-312026-04-27

CTVA CORTEVA INC3.2K shares0.00%2026-03-312026-04-27

MDGL MADRIGAL PHARMACEUTICALS INC517 shares0.00%2026-03-312026-04-27

URI UNITED RENTALS INC371 shares0.00%2026-03-312026-04-27

Sponsored

WBD WARNER BROS DISCOVERY INC9.8K shares-0.19%2026-03-312026-04-27

CVGW CALAVO GROWERS INC10.4K shares0.00%2026-03-312026-04-27

PPG PPG INDS INC2.5K shares-36.42%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC761 shares-9.51%2026-03-312026-04-27

IXUS ISHARES TR2.9K sharesnew addition2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC531 shares-6.35%2026-03-312026-04-27

MS MORGAN STANLEY1.5K shares-8.62%2026-03-312026-04-27

WM WASTE MGMT INC DEL1.1K shares7.56%2026-03-312026-04-27

Sponsored

AVSE AMERICAN CENTY ETF TR3.6K shares-3.00%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC1.8K shares0.11%2026-03-312026-04-27

USHY ISHARES TR6.5K shares0.00%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares1.30%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC2.1K shares-0.33%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC1.4K shares-12.84%2026-03-312026-04-27

IWN ISHARES TR1.2K sharesnew addition2026-03-312026-04-27

ADI ANALOG DEVICES INC731 shares-2.53%2026-03-312026-04-27

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-10.30%2026-03-312026-04-27

MCO MOODYS CORP523 shares-2.24%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC542 shares3.24%2026-03-312026-04-27

CSW CSW INDUSTRIALS INC861 shares-0.35%2026-03-312026-04-27

TJX TJX COS INC NEW1.4K shares-63.56%2026-03-312026-04-27

WBS WEBSTER FINL CORP3.2K shares0.00%2026-03-312026-04-27

TROW PRICE T ROWE GROUP INC2.4K shares-1.18%2026-03-312026-04-27

Sponsored

IVE ISHARES TR1.0K shares-7.19%2026-03-312026-04-27

HUBBELL INC HUBBELL INC434 sharesnew addition2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC431 shares5.38%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares1.17%2026-03-312026-04-27

AFL AFLAC INC1.9K shares0.16%2026-03-312026-04-27

VBIL VANGUARD INSTL INDEX FD2.8K sharesnew addition2026-03-312026-04-27

SDY SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-27

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

Sponsored

YUM YUM BRANDS INC1.3K sharesnew addition2026-03-312026-04-27

CMI CUMMINS INC375 sharesnew addition2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC2.2K shares-1.23%2026-03-312026-04-27

AUR AURORA INNOVATION INC44.3K shares31.75%2026-03-312026-04-27

AEYE AUDIOEYE INC22.9K shares0.00%2026-03-312026-04-27

THM INTERNATIONAL TOWER HILL MIN42.3K sharesnew addition2026-03-312026-04-27

EPRX EUPRAXIA PHARMACEUTICALS INC11.0K shares0.00%2026-03-312026-04-27

CCO CLEAR CHANNEL OUTDOOR HLDGS28.6K shares0.00%2026-03-312026-04-27

Sponsored

REAX THE REAL BROKERAGE INC15.6K shares0.00%2026-03-312026-04-27

TRX GOLD CORPORATION TRX GOLD CORPORATION12.7K sharesnew addition2026-03-312026-04-27

ABTC AMERICAN BITCOIN CORP.19.3K sharesnew addition2026-03-312026-04-27

DFUS

DIMENSIONAL ETF TRUST

4.83%

Shares3.3M

Event2026-03-31

Filed2026-04-27

DFAS

DIMENSIONAL ETF TRUST

1.54%

Shares2.6M

Event2026-03-31

Filed2026-04-27

DFUV

DIMENSIONAL ETF TRUST

4.35%

Shares3.5M

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

5.92%

Shares1.2M

Event2026-03-31

Filed2026-04-27

DUHP

DIMENSIONAL ETF TRUST

14.76%

Shares2.5M

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

4.55%

Shares2.4M

Event2026-03-31

Filed2026-04-27

DFIV

DIMENSIONAL ETF TRUST

-1.11%

Shares1.6M

Event2026-03-31

Filed2026-04-27

DFGR

DIMENSIONAL ETF TRUST

4.90%

Shares2.8M

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

-0.32%

Shares697.5K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

5.48%

Shares2.1M

Event2026-03-31

Filed2026-04-27

DFIS

DIMENSIONAL ETF TRUST

-1.04%

Shares1.4M

Event2026-03-31

Filed2026-04-27

DIHP

DIMENSIONAL ETF TRUST

5.35%

Shares1.3M

Event2026-03-31

Filed2026-04-27

DFGP

DIMENSIONAL ETF TRUST

1.79%

Shares614.7K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-3.06%

Shares124.8K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

-1.48%

Shares470.8K

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

-4.21%

Shares839.5K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-1.34%

Shares210.4K

Event2026-03-31

Filed2026-04-27

EBI

RBB FUND TRUST

0.00%

Shares336.8K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

-3.63%

Shares234.3K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

1.99%

Shares54.7K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

-3.74%

Shares160.5K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

0.29%

Shares107.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-7.40%

Shares30.5K

Event2026-03-31

Filed2026-04-27

DFSU

DIMENSIONAL ETF TRUST

5.55%

Shares271.0K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-0.67%

Shares15.0K

Event2026-03-31

Filed2026-04-27

DFLV

DIMENSIONAL ETF TRUST

9.03%

Shares294.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

6.84%

Shares15.8K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

1.73%

Shares15.4K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-0.50%

Shares20.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-4.67%

Shares38.6K

Event2026-03-31

Filed2026-04-27

DFSV

DIMENSIONAL ETF TRUST

0.81%

Shares262.2K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.90%

Shares50.1K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-0.52%

Shares50.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.37%

Shares38.5K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

0.12%

Shares187.7K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-0.50%

Shares6.4K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-15.36%

Shares6.8K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-0.50%

Shares19.2K

Event2026-03-31

Filed2026-04-27

DFAW

DIMENSIONAL ETF TRUST

7.66%

Shares79.1K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-0.07%

Shares28.8K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-2.82%

Shares27.0K

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL ETF TRUST

10.49%

Shares69.6K

Event2026-03-31

Filed2026-04-27

DFIC

DIMENSIONAL ETF TRUST

22.61%

Shares139.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.27%

Shares16.3K

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL ETF TRUST

-0.37%

Shares135.5K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

1.39%

Shares102.2K

Event2026-03-31

Filed2026-04-27

DFSI

DIMENSIONAL ETF TRUST

-0.34%

Shares108.2K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-14.41%

Shares15.7K

Event2026-03-31

Filed2026-04-27

WWD

WOODWARD INC

-0.38%

Shares12.5K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-0.06%

Shares23.3K

Event2026-03-31

Filed2026-04-27

VTES

VANGUARD WELLINGTON FD

-2.48%

Shares38.7K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

2.88%

Shares46.8K

Event2026-03-31

Filed2026-04-27

DFSE

DIMENSIONAL ETF TRUST

-0.05%

Shares85.0K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

0.03%

Shares14.9K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

-0.73%

Shares15.2K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

6.02%

Shares44.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-28.39%

Shares10.7K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

53.71%

Shares38.9K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-4.15%

Shares5.2K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-2.08%

Shares21.4K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TRUST

-3.85%

Shares52.3K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

78.14%

Shares2.7K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

-2.63%

Shares14.4K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

5.07%

Shares6.0K

Event2026-03-31

Filed2026-04-27

VTEI

VANGUARD MUN BD FDS

1.73%

Shares21.3K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-0.63%

Shares14.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-0.18%

Shares7.7K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-5.63%

Shares19.9K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

7.25%

Shares7.8K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-9.02%

Shares5.9K

Event2026-03-31

Filed2026-04-27

KMB

KIMBERLY-CLARK CORP

-7.17%

Shares18.6K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-3.95%

Shares5.4K

Event2026-03-31

Filed2026-04-27