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The Analysis of TD PRIVATE CLIENT WEALTH LLC's Holdings & P&L

Currently, TD PRIVATE CLIENT WEALTH LLC holds 1649 types of securities in its portfolio with a total value $4.8B. In the most recent quarter, they have increased their positions in IEFA (+261.7K shares, valued at $23.7M), SPYM (+301.3K shares, valued at $23.1M), EFV (+265.8K shares, valued at $19.8M); decreased their positions in IWD (-65.1K shares, valued at $13.9M), SHY (-77.3K shares, valued at $6.4M), SPMO (-56.1K shares, valued at $6.3M); initiated new positions in NLR (+44.7K shares, valued at $6.0M), N/A (+90.9K shares, valued at $3.6M), N/A (+9.0K shares, valued at $1.7M).

1M P&L

-23.8M-0.48%

3M P&L

-914.4M-15.66%

HY P&L

-698.1M-12.41%

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/A3.5B

77.9%

2Semiconductors85.2M

1.9%

3Drug Manufacturers - General59.8M

1.3%

Top Industries by Stock Count

1N/A271 stocks

17.6%

2Software - Application61 stocks

4.0%

3Banks - Regional54 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST5.2M shares6.13%2026-03-312026-04-27

IEFA ISHARES TR3.4M shares8.35%2026-03-312026-04-27

VMBS VANGUARD SCOTTSDALE FDS5.3M shares6.65%2026-03-312026-04-27

SPY SPDR S&P 500 ETF TR303.8K shares-1.54%2026-03-312026-04-27

GOVT ISHARES TR8.2M shares9.32%2026-03-312026-04-27

DGRO ISHARES TR1.9M shares8.59%2026-03-312026-04-27

IGIB ISHARES TR2.4M shares13.62%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS2.1M shares15.49%2026-03-312026-04-27

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VXF VANGUARD INDEX FDS583.4K shares12.76%2026-03-312026-04-27

VOOG VANGUARD ADMIRAL FDS INC267.0K shares4.05%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS467.6K shares-0.35%2026-03-312026-04-27

IEMG ISHARES INC1.1M shares25.62%2026-03-312026-04-27

SHY ISHARES TR831.2K shares-8.51%2026-03-312026-04-27

TLT ISHARES TR738.4K shares5.42%2026-03-312026-04-27

EFA ISHARES TR581.3K shares5.27%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS695.0K shares9.74%2026-03-312026-04-27

Sponsored

IGSB ISHARES TR987.7K shares21.15%2026-03-312026-04-27

NVDA NVIDIA CORPORATION287.0K shares1.06%2026-03-312026-04-27

AGG ISHARES TR495.0K shares0.61%2026-03-312026-04-27

IEI ISHARES TR410.8K shares-0.73%2026-03-312026-04-27

IVV ISHARES TR72.6K shares10.81%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS77.4K shares0.46%2026-03-312026-04-27

MSFT MICROSOFT CORP118.1K shares-2.47%2026-03-312026-04-27

IWF ISHARES TR100.3K shares0.27%2026-03-312026-04-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR72.3K shares2.69%2026-03-312026-04-27

AAPL APPLE INC162.8K shares29.46%2026-03-312026-04-27

VTV VANGUARD INDEX FDS184.9K shares-5.80%2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS290.3K shares20.63%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II284.0K shares-16.49%2026-03-312026-04-27

AMZN AMAZON COM INC150.8K shares-3.42%2026-03-312026-04-27

VO VANGUARD INDEX FDS105.8K shares8.95%2026-03-312026-04-27

VUG VANGUARD INDEX FDS67.5K shares5.46%2026-03-312026-04-27

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VCIT VANGUARD SCOTTSDALE FDS339.8K shares4.94%2026-03-312026-04-27

EFV ISHARES TR364.7K shares268.73%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR910.1K shares7.73%2026-03-312026-04-27

ALPHABET INC ALPHABET INC91.1K shares-5.83%2026-03-312026-04-27

IVW ISHARES TR225.2K shares-1.76%2026-03-312026-04-27

IWM ISHARES TR96.9K shares41.21%2026-03-312026-04-27

LQD ISHARES TR214.1K shares-0.54%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR739.9K shares-0.55%2026-03-312026-04-27

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IJH ISHARES TR330.7K shares0.63%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO.74.5K shares-10.80%2026-03-312026-04-27

HYS PIMCO ETF TR227.4K shares14.41%2026-03-312026-04-27

BROADCOM INC BROADCOM INC65.7K shares1.22%2026-03-312026-04-27

IDV ISHARES TR473.9K shares2.97%2026-03-312026-04-27

IWD ISHARES TR90.8K shares-41.74%2026-03-312026-04-27

CVX CHEVRON CORP NEW92.8K shares16.00%2026-03-312026-04-27

META META PLATFORMS INC33.4K shares-3.25%2026-03-312026-04-27

Sponsored

IWB ISHARES TR50.7K shares26.48%2026-03-312026-04-27

GLD SPDR GOLD TR41.2K shares-10.65%2026-03-312026-04-27

IVE ISHARES TR82.2K shares-8.43%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS208.1K shares-3.86%2026-03-312026-04-27

HYLB DBX ETF TR446.2K shares18.37%2026-03-312026-04-27

SUB ISHARES TR149.5K shares13.09%2026-03-312026-04-27

VB VANGUARD INDEX FDS56.4K shares-1.11%2026-03-312026-04-27

TFI SPDR SERIES TRUST319.6K shares29.70%2026-03-312026-04-27

Sponsored

ABBV ABBVIE INC66.2K shares-2.75%2026-03-312026-04-27

IEF ISHARES TR145.9K shares6.34%2026-03-312026-04-27

IJR ISHARES TR102.9K shares-11.95%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS163.0K shares4.30%2026-03-312026-04-27

ALPHABET INC ALPHABET INC43.5K shares24.60%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC72.9K shares-19.25%2026-03-312026-04-27

BLV VANGUARD BD INDEX FDS173.1K shares2.97%2026-03-312026-04-27

SDY SPDR SERIES TRUST80.3K shares-3.42%2026-03-312026-04-27

Sponsored

BND VANGUARD BD INDEX FDS153.3K shares0.83%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC125.8K shares16.27%2026-03-312026-04-27

PLD PROLOGIS INC.81.6K shares-6.30%2026-03-312026-04-27

SHM SPDR SERIES TRUST216.4K shares-9.13%2026-03-312026-04-27

VWOB VANGUARD WHITEHALL FDS151.1K shares8.48%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC196.0K shares31.87%2026-03-312026-04-27

GILD GILEAD SCIENCES INC69.9K shares-15.96%2026-03-312026-04-27

IUSG ISHARES TR62.4K shares10.41%2026-03-312026-04-27

Sponsored

IUSV ISHARES TR93.5K shares-11.09%2026-03-312026-04-27

VGT VANGUARD WORLD FD13.5K shares-0.07%2026-03-312026-04-27

DVY ISHARES TR62.1K shares-2.75%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MFG LTD27.0K shares-5.67%2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS94.9K shares2.10%2026-03-312026-04-27

MA MASTERCARD INCORPORATED17.8K shares-13.85%2026-03-312026-04-27

WFC WELLS FARGO CO NEW107.3K shares-3.04%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS166.0K shares0.41%2026-03-312026-04-27

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.9K shares3.30%2026-03-312026-04-27

VV VANGUARD INDEX FDS27.0K shares36.01%2026-03-312026-04-27

DEM WISDOMTREE TR161.0K shares0.94%2026-03-312026-04-27

IWR ISHARES TR82.1K shares55.17%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON32.5K shares-40.04%2026-03-312026-04-27

TOTALENERGIES SE TOTALENERGIES SE84.7K shares-4.79%2026-03-312026-04-27

BTI BRITISH AMERN TOB PLC133.5K shares17.55%2026-03-312026-04-27

CVS CVS HEALTH CORP107.2K shares-3.71%2026-03-312026-04-27

Sponsored

XOM EXXON MOBIL CORP44.1K shares-31.94%2026-03-312026-04-27

MUB ISHARES TR70.1K shares-10.29%2026-03-312026-04-27

SPSB SPDR SERIES TRUST243.3K shares20.54%2026-03-312026-04-27

CME CME GROUP INC24.7K shares16.44%2026-03-312026-04-27

NEE NEXTERA ENERGY INC77.0K shares-5.72%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC59.4K shares52.29%2026-03-312026-04-27

BAC BANK AMERICA CORP145.8K shares-6.87%2026-03-312026-04-27

CSCO CISCO SYS INC91.5K shares-12.78%2026-03-312026-04-27

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PAYX PAYCHEX INC75.3K shares75.18%2026-03-312026-04-27

T AT&T INC238.1K shares27.74%2026-03-312026-04-27

RTX RTX CORPORATION35.7K shares-13.64%2026-03-312026-04-27

USB US BANCORP DEL130.2K shares-1.85%2026-03-312026-04-27

SJNK SPDR SERIES TRUST269.4K shares16.32%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW51.2K shares-0.69%2026-03-312026-04-27

BIL SPDR SERIES TRUST72.2K shares73.96%2026-03-312026-04-27

ADI ANALOG DEVICES INC20.6K shares-4.74%2026-03-312026-04-27

Sponsored

HON HONEYWELL INTL INC28.8K shares0.88%2026-03-312026-04-27

HD HOME DEPOT INC19.6K shares34.49%2026-03-312026-04-27

VTI VANGUARD INDEX FDS20.0K shares1.33%2026-03-312026-04-27

AMGN AMGEN INC18.0K shares-21.11%2026-03-312026-04-27

SNY SANOFI SA130.2K shares28.95%2026-03-312026-04-27

ETR ENTERGY CORP NEW55.3K shares-5.72%2026-03-312026-04-27

PEP PEPSICO INC39.6K shares14.80%2026-03-312026-04-27

WMT WALMART INC49.3K shares-19.21%2026-03-312026-04-27

Sponsored

VEA VANGUARD TAX-MANAGED FDS94.1K shares12.70%2026-03-312026-04-27

TSLA TESLA INC16.2K shares4.68%2026-03-312026-04-27

NLR VANECK ETF TRUST44.7K sharesnew addition2026-03-312026-04-27

ENB ENBRIDGE INC109.4K shares-5.98%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC51.0K shares63.75%2026-03-312026-04-27

PFE PFIZER INC206.1K shares11.84%2026-03-312026-04-27

V VISA INC18.6K shares7.42%2026-03-312026-04-27

FE FIRSTENERGY CORP111.2K shares21.64%2026-03-312026-04-27

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GS GOLDMAN SACHS GROUP INC6.6K shares2.23%2026-03-312026-04-27

HAS HASBRO INC59.3K shares-4.27%2026-03-312026-04-27

MET METLIFE INC77.9K shares6.49%2026-03-312026-04-27

LLY ELI LILLY & CO5.9K shares5.16%2026-03-312026-04-27

CMI CUMMINS INC10.0K shares-26.10%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC92.9K shares93.12%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC39.7K shares-32.49%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC15.4K shares-13.41%2026-03-312026-04-27

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TMO THERMO FISHER SCIENTIFIC INC10.4K shares9.13%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE17.8K shares-0.71%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC24.3K shares-2.43%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR193.6K shares3.66%2026-03-312026-04-27

GEV GE VERNOVA INC5.6K shares0.50%2026-03-312026-04-27

FESM FIDELITY COVINGTON TRUST128.2K shares42.82%2026-03-312026-04-27

LINDE PLC LINDE PLC9.8K shares10.94%2026-03-312026-04-27

NATIONAL GRID PLC NATIONAL GRID PLC54.3K shares-28.90%2026-03-312026-04-27

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PG PROCTER AND GAMBLE CO31.8K shares22.23%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC62.4K shares-7.15%2026-03-312026-04-27

AMAT APPLIED MATLS INC12.9K shares-19.86%2026-03-312026-04-27

TFC TRUIST FINL CORP94.5K shares0.56%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS72.9K shares2.81%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS17.9K shares5.38%2026-03-312026-04-27

AMT AMERICAN TOWER CORP NEW24.9K shares602.00%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC37.8K shares-8.06%2026-03-312026-04-27

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VWO VANGUARD INTL EQUITY INDEX F79.2K shares-7.74%2026-03-312026-04-27

MCD MCDONALDS CORP13.6K shares-2.85%2026-03-312026-04-27

CWI SPDR INDEX SHS FDS115.1K shares12.04%2026-03-312026-04-27

MS MORGAN STANLEY25.4K shares-0.69%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN25.8K shares6.56%2026-03-312026-04-27

SHV ISHARES TR36.6K shares-6.17%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP43.0K shares12.33%2026-03-312026-04-27

APH AMPHENOL CORP NEW31.9K shares-43.28%2026-03-312026-04-27

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HYG ISHARES TR50.6K shares-6.82%2026-03-312026-04-27

MCHP MICROCHIP TECHNOLOGY INC.62.2K shares-0.34%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR29.9K shares-4.86%2026-03-312026-04-27

KO COCA COLA CO51.6K shares-1.75%2026-03-312026-04-27

WSO WATSCO INC10.8K shares191.85%2026-03-312026-04-27

EMR EMERSON ELEC CO29.8K shares-12.79%2026-03-312026-04-27

UNP UNION PAC CORP16.0K shares0.22%2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY S A7.9K shares1.86%2026-03-312026-04-27

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VEU VANGUARD INTL EQUITY INDEX F51.1K shares14.20%2026-03-312026-04-27

SMH VANECK ETF TRUST10.0K shares32.74%2026-03-312026-04-27

COLB COLUMBIA BKG SYS INC138.9K shares2.19%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC31.0K shares0.02%2026-03-312026-04-27

NFLX NETFLIX INC39.5K shares13.39%2026-03-312026-04-27

ABT ABBOTT LABS36.8K shares-0.79%2026-03-312026-04-27

ITOT ISHARES TR26.4K shares14.15%2026-03-312026-04-27

VTIP VANGUARD MALVERN FDS75.1K shares12.99%2026-03-312026-04-27

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JEPI J P MORGAN EXCHANGE TRADED F65.2K shares139.74%2026-03-312026-04-27

AMCOR PLC COM NEW ISIN#JE00BV7DQ550 AMCOR PLC COM NEW ISIN#JE00BV7DQ55090.9K sharesnew addition2026-03-312026-04-27

TTC TORO CO38.3K shares-12.87%2026-03-312026-04-27

CMCSA COMCAST CORP NEW123.7K shares8.13%2026-03-312026-04-27

MDY SPDR S&P MIDCAP 400 ETF TR5.7K shares-10.00%2026-03-312026-04-27

MGK VANGUARD WORLD FD9.6K shares9.18%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP19.3K shares12.89%2026-03-312026-04-27

ASML ASML HOLDING N V2.6K shares79.42%2026-03-312026-04-27

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TRP TC ENERGY CORP55.7K shares-0.77%2026-03-312026-04-27

SNA SNAP ON INC9.6K shares-5.61%2026-03-312026-04-27

CAT CATERPILLAR INC4.9K shares-4.80%2026-03-312026-04-27

PZA INVESCO EXCH TRADED FD TR II149.1K shares-5.59%2026-03-312026-04-27

LNG CHENIERE ENERGY INC12.1K shares7.43%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC59.6K shares67.42%2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS36.0K shares41.60%2026-03-312026-04-27

DIS DISNEY WALT CO35.1K shares21.85%2026-03-312026-04-27

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LMT LOCKHEED MARTIN CORP5.5K shares-8.92%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC3.4K shares-9.97%2026-03-312026-04-27

NTR NUTRIEN LTD43.6K shares-2.29%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC14.2K shares-19.47%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO38.1K shares17.19%2026-03-312026-04-27

VICI VICI PPTYS INC118.8K shares18.60%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR101.3K shares462.47%2026-03-312026-04-27

SPIB SPDR SERIES TRUST93.5K shares41.74%2026-03-312026-04-27

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MNST MONSTER BEVERAGE CORP NEW43.1K shares33.54%2026-03-312026-04-27

TXN TEXAS INSTRS INC16.1K shares2.07%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC8.7K shares43.23%2026-03-312026-04-27

KLAC KLA CORP2.1K shares-1.77%2026-03-312026-04-27

MBB ISHARES TR32.3K shares5.05%2026-03-312026-04-27

IBKR INTERACTIVE BROKERS GROUP IN45.3K shares-3.91%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC8.6K shares-6.27%2026-03-312026-04-27

ADSK AUTODESK INC12.4K shares-24.16%2026-03-312026-04-27

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BP BP PLC63.0K shares-7.73%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO9.7K shares-24.99%2026-03-312026-04-27

PNW PINNACLE WEST CAP CORP29.1K shares5.82%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC31.4K shares-8.02%2026-03-312026-04-27

CDNS CADENCE DESIGN SYSTEM INC10.3K shares-6.21%2026-03-312026-04-27

VCLT VANGUARD SCOTTSDALE FDS37.2K shares35.08%2026-03-312026-04-27

INTU INTUIT6.4K shares25.02%2026-03-312026-04-27

TJX TJX COS INC NEW17.2K shares4.65%2026-03-312026-04-27

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COP CONOCOPHILLIPS20.8K shares-1.08%2026-03-312026-04-27

FDX FEDEX CORP7.7K shares68.39%2026-03-312026-04-27

XEL XCEL ENERGY INC34.2K shares-30.04%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP3.0K shares-9.97%2026-03-312026-04-27

SLV ISHARES SILVER TR39.5K shares-21.81%2026-03-312026-04-27

COST COSTCO WHSL CORP NEW2.7K shares10.27%2026-03-312026-04-27

PPL PPL CORP69.6K shares-3.38%2026-03-312026-04-27

VBR VANGUARD INDEX FDS12.1K shares-3.80%2026-03-312026-04-27

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AJG GALLAGHER ARTHUR J & CO11.9K shares-12.53%2026-03-312026-04-27

PSX PHILLIPS 6613.9K shares6.42%2026-03-312026-04-27

EFG ISHARES TR22.1K shares-1.18%2026-03-312026-04-27

KIM KIMCO RLTY CORP109.0K shares4109.97%2026-03-312026-04-27

IWP ISHARES TR18.8K shares-61.47%2026-03-312026-04-27

ABNB AIRBNB INC18.9K shares238.32%2026-03-312026-04-27

VOOV VANGUARD ADMIRAL FDS INC11.7K shares-2.49%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP24.6K shares52.47%2026-03-312026-04-27

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AMD ADVANCED MICRO DEVICES INC11.7K shares16.99%2026-03-312026-04-27

WDC WESTERN DIGITAL CORP8.7K shares-16.53%2026-03-312026-04-27

MKL MARKEL GROUP INC1.2K shares-25.15%2026-03-312026-04-27

CAH CARDINAL HEALTH INC10.9K shares-10.29%2026-03-312026-04-27

O REALTY INCOME CORP37.8K shares-32.24%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR37.6K shares-6.15%2026-03-312026-04-27

IJJ ISHARES TR17.3K shares-0.49%2026-03-312026-04-27

URTH ISHARES INC12.6K shares-44.80%2026-03-312026-04-27

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HCA HCA HEALTHCARE INC4.8K shares-30.73%2026-03-312026-04-27

KKR & CO INC KKR & CO INC23.6K shares-31.42%2026-03-312026-04-27

MO ALTRIA GROUP INC32.7K shares37.11%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR24.5K shares-6.10%2026-03-312026-04-27

CSX CSX CORP52.2K shares2.33%2026-03-312026-04-27

HSY HERSHEY CO10.3K shares22.28%2026-03-312026-04-27

TKO TKO GROUP HOLDINGS INC10.5K shares59.63%2026-03-312026-04-27

HBAN HUNTINGTON BANCSHARES INC135.5K shares0.05%2026-03-312026-04-27

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IJT ISHARES TR14.6K shares-17.76%2026-03-312026-04-27

LPLA LPL FINL HLDGS INC7.0K shares-26.41%2026-03-312026-04-27

NVS NOVARTIS AG13.7K shares-15.64%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR45.5K shares-11.37%2026-03-312026-04-27

EFX EQUIFAX INC11.3K shares3.58%2026-03-312026-04-27

URI UNITED RENTALS INC2.8K shares-6.16%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR81.9K shares582.25%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR69.4K shares45.89%2026-03-312026-04-27

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HPE HEWLETT PACKARD ENTERPRISE C84.5K shares4.59%2026-03-312026-04-27

HLT HILTON WORLDWIDE HLDGS INC6.6K shares27.50%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC4.3K shares5.25%2026-03-312026-04-27

DGRW WISDOMTREE TR22.3K shares2.58%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS22.0K shares-1.31%2026-03-312026-04-27

ALLE ALLEGION PLC13.4K shares-10.52%2026-03-312026-04-27

MCK MCKESSON CORP2.2K shares-7.97%2026-03-312026-04-27

SBUX STARBUCKS CORP21.3K shares9.08%2026-03-312026-04-27

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WM WASTE MGMT INC DEL8.2K shares12.75%2026-03-312026-04-27

WRB BERKLEY W R CORP28.1K shares-7.54%2026-03-312026-04-27

CBRE CBRE GROUP INC13.7K shares-6.24%2026-03-312026-04-27

PAVE GLOBAL X FDS36.5K shares624.14%2026-03-312026-04-27

BDX BECTON DICKINSON & CO11.8K shares-19.82%2026-03-312026-04-27

MEDLINE INC MEDLINE INC41.2K shares22902.23%2026-03-312026-04-27

MPC MARATHON PETE CORP7.5K shares31.56%2026-03-312026-04-27

TDY TELEDYNE TECHNOLOGIES INC3.0K shares-4.62%2026-03-312026-04-27

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TRV TRAVELERS COMPANIES INC6.2K shares-3.15%2026-03-312026-04-27

WCC WESCO INTL INC6.6K shares62.92%2026-03-312026-04-27

SO SOUTHERN CO18.7K shares2.49%2026-03-312026-04-27

SHOP SHOPIFY INC15.1K shares-2.42%2026-03-312026-04-27

BMO BANK MONTREAL QUE13.1K shares-28.40%2026-03-312026-04-27

FCX FREEPORT-MCMORAN INC30.0K shares37.39%2026-03-312026-04-27

ASTRAZENECA PLC SHS ISIN#GB0009895292 ASTRAZENECA PLC SHS ISIN#GB00098952929.0K sharesnew addition2026-03-312026-04-27

ZWS ZURN ELKAY WATER SOLNS CORP38.5K shares-8.47%2026-03-312026-04-27

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ORCL ORACLE CORP11.7K shares5.03%2026-03-312026-04-27

VPL VANGUARD INTL EQUITY INDEX F17.1K shares3209.07%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS35.6K shares-7.13%2026-03-312026-04-27

BJ BJS WHSL CLUB HLDGS INC17.0K shares29.40%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.8K shares-4.30%2026-03-312026-04-27

UTHR UNITED THERAPEUTICS CORP DEL2.8K shares-19.64%2026-03-312026-04-27

BAX BAXTER INTL INC97.4K shares31.46%2026-03-312026-04-27

SYK STRYKER CORPORATION5.0K shares0.79%2026-03-312026-04-27

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DG DOLLAR GEN CORP NEW13.6K shares-9.06%2026-03-312026-04-27

ULS UL SOLUTIONS INC18.8K shares-9.37%2026-03-312026-04-27

NDSN NORDSON CORP6.0K shares-3.81%2026-03-312026-04-27

DTE DTE ENERGY CO10.9K shares498.25%2026-03-312026-04-27

IWS ISHARES TR10.9K shares5.93%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.1K shares-24.45%2026-03-312026-04-27

DHR DANAHER CORPORATION8.4K shares17.62%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC5.8K shares-24.05%2026-03-312026-04-27

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DELL DELL TECHNOLOGIES INC9.5K shares-5.60%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP7.3K shares4.90%2026-03-312026-04-27

SPDR SERIES TRUST SPDR SERIES TRUST16.2K shares10.69%2026-03-312026-04-27

GUNR FLEXSHARES TR28.0K shares288.52%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION27.2K shares10.54%2026-03-312026-04-27

ROL ROLLINS INC28.6K shares-8.00%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC363 shares1.11%2026-03-312026-04-27

JCI JOHNSON CTLS INTL PLC11.6K shares-4.66%2026-03-312026-04-27

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BKLN INVESCO EXCH TRADED FD TR II74.0K shares-1.03%2026-03-312026-04-27

EEM ISHARES TR26.5K shares21.70%2026-03-312026-04-27

CB CHUBB LIMITED4.6K shares-1.93%2026-03-312026-04-27

BA BOEING CO7.5K shares2.85%2026-03-312026-04-27

VONE VANGUARD SCOTTSDALE FDS5.0K shares-1.69%2026-03-312026-04-27

CRH PLC CRH PLC14.0K shares2.19%2026-03-312026-04-27

TIP ISHARES TR13.3K shares-7.56%2026-03-312026-04-27

D DOMINION ENERGY INC23.7K shares2.83%2026-03-312026-04-27

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CW CURTISS WRIGHT CORP2.1K shares-3.03%2026-03-312026-04-27

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D767 shares-29.76%2026-03-312026-04-27

GM GENERAL MTRS CO18.9K shares-21.60%2026-03-312026-04-27

VIPER ENERGY INC VIPER ENERGY INC29.8K shares-4.51%2026-03-312026-04-27

CENCORA INC CENCORA INC4.5K shares-6.51%2026-03-312026-04-27

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IMTM ISHARES TR28.9K sharesnew addition2026-03-312026-04-27

NEM NEWMONT CORP12.8K shares-10.88%2026-03-312026-04-27

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FIS FIDELITY NATL INFORMATION SV29.3K shares12.74%2026-03-312026-04-27

MOAT VANECK ETF TRUST14.2K shares-7.53%2026-03-312026-04-27

PFG PRINCIPAL FINANCIAL GROUP IN15.2K shares4304.05%2026-03-312026-04-27

XMMO INVESCO EXCHANGE TRADED FD T9.4K sharesnew addition2026-03-312026-04-27

TD TORONTO DOMINION BK ONT14.6K shares-1.73%2026-03-312026-04-27

PGR PROGRESSIVE CORP6.8K shares-16.45%2026-03-312026-04-27

TMUS T-MOBILE US INC6.4K shares26.80%2026-03-312026-04-27

FTSL FIRST TR EXCHANGE-TRADED FD29.6K shares2719.16%2026-03-312026-04-27

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RS RELIANCE INC4.3K shares-7.82%2026-03-312026-04-27

BFAM BRIGHT HORIZONS FAM SOL IN D15.9K shares53.49%2026-03-312026-04-27

IWO ISHARES TR4.1K shares14.97%2026-03-312026-04-27

LOW LOWES COS INC5.4K shares0.57%2026-03-312026-04-27

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC5.4K shares558.40%2026-03-312026-04-27

SAIA SAIA INC3.6K shares5.36%2026-03-312026-04-27

FMDE FIDELITY COVINGTON TRUST34.5K shares21.86%2026-03-312026-04-27

COOPER COS INC COOPER COS INC17.3K shares3.07%2026-03-312026-04-27

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APD AIR PRODS & CHEMS INC4.3K shares32.26%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO20.4K shares-26.83%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC8.4K shares2.49%2026-03-312026-04-27

YLDE LEGG MASON ETF INVT22.8K shares83.69%2026-03-312026-04-27

WAB WABTEC4.9K shares2.20%2026-03-312026-04-27

ELV ELEVANCE HEALTH INC FORMERLY4.1K shares3.79%2026-03-312026-04-27

EQT CORP EQT CORP18.5K shares416.55%2026-03-312026-04-27

SPGI S&P GLOBAL INC2.8K shares94.36%2026-03-312026-04-27

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BNDX VANGUARD CHARLOTTE FDS24.3K shares5.86%2026-03-312026-04-27

PPG PPG INDS INC10.8K shares5.97%2026-03-312026-04-27

SCHR SCHWAB STRATEGIC TR46.1K shares4.05%2026-03-312026-04-27

JKHY HENRY JACK & ASSOC INC7.3K shares-10.67%2026-03-312026-04-27

SHEL SHELL PLC12.3K shares-67.87%2026-03-312026-04-27

PFFD GLOBAL X FDS61.9K shares121203.92%2026-03-312026-04-27

APP APPLOVIN CORP2.9K shares-7.82%2026-03-312026-04-27

CDW CDW CORP9.3K shares16.50%2026-03-312026-04-27

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CCEP COCA-COLA EUROPACIFIC PARTNE12.4K shares-7.03%2026-03-312026-04-27

TTAN SERVICETITAN INC17.7K shares47.11%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC7.0K shares53.82%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC6.4K shares22.25%2026-03-312026-04-27

LII LENNOX INTL INC2.4K shares3.44%2026-03-312026-04-27

VOE VANGUARD INDEX FDS6.0K shares59.01%2026-03-312026-04-27

SLB SLB LIMITED21.2K shares29.43%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR46.8K shares17.06%2026-03-312026-04-27

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EVRG EVERGY INC13.2K shares84.77%2026-03-312026-04-27

TRMB TRIMBLE INC16.5K shares2.04%2026-03-312026-04-27

IJS ISHARES TR9.0K shares1.59%2026-03-312026-04-27

KGC KINROSS GOLD CORP34.3K shares-19.73%2026-03-312026-04-27

KDP KEURIG DR PEPPER INC39.6K shares25.99%2026-03-312026-04-27

AMP AMERIPRISE FINL INC2.3K shares-61.07%2026-03-312026-04-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.9K shares1.20%2026-03-312026-04-27

CRM SALESFORCE INC5.5K shares-27.34%2026-03-312026-04-27

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ECL ECOLAB INC3.8K shares-19.80%2026-03-312026-04-27

NDAQ NASDAQ INC11.6K shares1365.87%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC5.0K shares-10.39%2026-03-312026-04-27

EOG EOG RES INC6.8K shares10.90%2026-03-312026-04-27

CCK CROWN HLDGS INC9.7K shares9.61%2026-03-312026-04-27

RTO RENTOKIL INITIAL PLC30.9K shares134343.48%2026-03-312026-04-27

MPWR MONOLITHIC PWR SYS INC889 shares-16.05%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC2.3K shares-56.12%2026-03-312026-04-27

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AIG AMERICAN INTL GROUP INC12.7K shares3.98%2026-03-312026-04-27

OLED UNIVERSAL DISPLAY CORP10.4K shares52.90%2026-03-312026-04-27

IJK ISHARES TR9.4K shares-10.77%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.8K shares34.06%2026-03-312026-04-27

USFD US FOODS HLDG CORP10.2K shares-9.13%2026-03-312026-04-27

CROWN CASTLE INC CROWN CASTLE INC11.5K shares1.46%2026-03-312026-04-27

EMB ISHARES TR9.9K shares-13.27%2026-03-312026-04-27

ESGU ISHARES TR6.6K shares38.44%2026-03-312026-04-27

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NOW SERVICENOW INC8.9K shares6.47%2026-03-312026-04-27

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP22.7K shares8.99%2026-03-312026-04-27

SSNC SS&C TECHNOLOGIES HLDGS INC13.4K shares-55.48%2026-03-312026-04-27

CHH CHOICE HOTELS INTL INC8.7K shares48.46%2026-03-312026-04-27

NOBL PROSHARES TR8.5K shares0.45%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO2.8K shares0.47%2026-03-312026-04-27

POOL POOL CORP4.4K shares42.93%2026-03-312026-04-27

HLNE HAMILTON LANE INC8.9K shares95.96%2026-03-312026-04-27

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BKF ISHARES INC21.6K shares-57.87%2026-03-312026-04-27

ZBRA ZEBRA TECHNOLOGIES CORPORATI4.2K shares13.97%2026-03-312026-04-27

BSY BENTLEY SYS INC24.7K shares-21.76%2026-03-312026-04-27

HIG HARTFORD INSURANCE GROUP INC6.4K shares5.32%2026-03-312026-04-27

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO21.7K shares-18.44%2026-03-312026-04-27

VDE VANGUARD WORLD FD4.9K shares12.53%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP13.6K shares-57.02%2026-03-312026-04-27

ALGN ALIGN TECHNOLOGY INC4.9K shares1913.88%2026-03-312026-04-27

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STPZ PIMCO ETF TR15.5K shares-14.80%2026-03-312026-04-27

IFF INTERNATIONAL FLAVORS&FRAGRA11.6K shares44.70%2026-03-312026-04-27

SITE SITEONE LANDSCAPE SUPPLY INC6.3K shares8.49%2026-03-312026-04-27

QCOM QUALCOMM INC6.5K shares-3.95%2026-03-312026-04-27

EBAY EBAY INC.9.1K shares27.31%2026-03-312026-04-27

SNOW SNOWFLAKE INC5.5K shares18.32%2026-03-312026-04-27

SUSB ISHARES TR32.8K shares-32.01%2026-03-312026-04-27

EME EMCOR GROUP INC1.1K shares62.52%2026-03-312026-04-27

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NVR NVR INC124 shares-4.62%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC1.8K shares-1.03%2026-03-312026-04-27

AON PLC AON PLC2.5K shares-5.38%2026-03-312026-04-27

CTAS CINTAS CORP4.7K shares448.38%2026-03-312026-04-27

QXO QXO INC41.3K shares48.71%2026-03-312026-04-27

MFC MANULIFE FINL CORP23.3K shares4.11%2026-03-312026-04-27

J JACOBS SOLUTIONS INC6.2K shares-5.23%2026-03-312026-04-27

OLLI OLLIES BARGAIN OUTLET HLDGS8.6K shares-7.01%2026-03-312026-04-27

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IQV IQVIA HLDGS INC4.6K shares58.30%2026-03-312026-04-27

DDOG DATADOG INC6.6K shares5.67%2026-03-312026-04-27

FTV FORTIVE CORP14.0K shares4.08%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN3.8K shares-21.82%2026-03-312026-04-27

MDB MONGODB INC3.1K shares-3.03%2026-03-312026-04-27

VTWG VANGUARD SCOTTSDALE FDS3.3K shares1330.60%2026-03-312026-04-27

INTC INTEL CORP17.2K shares12.93%2026-03-312026-04-27

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MSI MOTOROLA SOLUTIONS INC1.7K shares12.21%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR15.0K shares-87.07%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V3.8K shares-8.66%2026-03-312026-04-27

ALL ALLSTATE CORP3.5K shares-1.50%2026-03-312026-04-27

UPS UNITED PARCEL SERVICE INC7.4K shares38.28%2026-03-312026-04-27

IVOO VANGUARD ADMIRAL FDS INC6.2K shares-1.77%2026-03-312026-04-27

GSK PLC GSK PLC12.7K shares-82.04%2026-03-312026-04-27

FNF FIDELITY NATIONAL FINANCIAL15.1K shares0.13%2026-03-312026-04-27

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MMIT NEW YORK LIFE INVTS ACTIVE E28.9K shares18.12%2026-03-312026-04-27

THO THOR INDS INC8.7K shares-5.59%2026-03-312026-04-27

TM TOYOTA MOTOR CORP3.3K shares-8.27%2026-03-312026-04-27

VTR VENTAS INC8.3K shares19.52%2026-03-312026-04-27

WST WEST PHARMACEUTICAL SVSC INC2.7K shares-26.40%2026-03-312026-04-27

RIO RIO TINTO PLC7.2K shares-0.69%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP5.6K shares5.32%2026-03-312026-04-27

CSL CARLISLE COS INC2.0K shares11652.94%2026-03-312026-04-27

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MSM MSC INDL DIRECT INC7.2K shares6.15%2026-03-312026-04-27

AVB AVALONBAY CMNTYS INC4.1K shares5.49%2026-03-312026-04-27

ROST ROSS STORES INC3.0K shares5.55%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL19.6K shares4.20%2026-03-312026-04-27

PWR QUANTA SVCS INC1.2K shares-0.75%2026-03-312026-04-27

MLI MUELLER INDS INC5.8K shares36.25%2026-03-312026-04-27

DGX QUEST DIAGNOSTICS INC3.3K shares-11.30%2026-03-312026-04-27

HII HUNTINGTON INGALLS INDS INC1.7K shares-4.08%2026-03-312026-04-27

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IWN ISHARES TR3.4K shares13.23%2026-03-312026-04-27

IOT SAMSARA INC20.2K shares9.52%2026-03-312026-04-27

VLO VALERO ENERGY CORP2.6K shares8.47%2026-03-312026-04-27

CFG CITIZENS FINL GROUP INC10.6K shares323.56%2026-03-312026-04-27

IWV ISHARES TR1.7K shares381.30%2026-03-312026-04-27

VFH VANGUARD WORLD FD5.2K shares55.68%2026-03-312026-04-27

DAL DELTA AIR LINES INC DEL9.5K shares6.63%2026-03-312026-04-27

NXST NEXSTAR MEDIA GROUP INC3.5K shares123.25%2026-03-312026-04-27

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RCL ROYAL CARIBBEAN GROUP2.3K shares10.80%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F4.5K shares-10.84%2026-03-312026-04-27

VLTO VERALTO CORP7.0K shares-19.61%2026-03-312026-04-27

EXPO EXPONENT INC9.5K shares31.08%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW3.3K shares11.24%2026-03-312026-04-27

CG CARLYLE GROUP INC12.7K shares2.08%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP9.5K shares570.56%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN3.1K shares-8.69%2026-03-312026-04-27

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VMC VULCAN MATLS CO2.2K shares-22.25%2026-03-312026-04-27

STAG STAG INDL INC16.9K shares5.54%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F7.4K shares0.38%2026-03-312026-04-27

ASX ASE TECHNOLOGY HLDG CO LTD27.9K shares-48.55%2026-03-312026-04-27

EAGG ISHARES TR12.6K shares-41.08%2026-03-312026-04-27

UAL UNITED AIRLS HLDGS INC6.5K shares20.18%2026-03-312026-04-27

ALSN ALLISON TRANSMISSION HLDGS I5.1K shares-1.72%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC5.3K shares15.79%2026-03-312026-04-27

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JLL JONES LANG LASALLE INC2.0K shares29.02%2026-03-312026-04-27

FIX COMFORT SYS USA INC422 shares-18.38%2026-03-312026-04-27

HUBBELL INC HUBBELL INC1.2K shares-5.78%2026-03-312026-04-27

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TLH ISHARES TR5.6K shares-13.88%2026-03-312026-04-27

IRM IRON MTN INC DEL5.5K shares24.06%2026-03-312026-04-27

ARES ARES MANAGEMENT CORPORATION5.1K shares-5.73%2026-03-312026-04-27

SYY SYSCO CORP7.7K shares-44.60%2026-03-312026-04-27

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QSR RESTAURANT BRANDS INTL INC7.5K shares37.56%2026-03-312026-04-27

CHRW C H ROBINSON WORLDWIDE INC3.3K shares-9.11%2026-03-312026-04-27

REXR REXFORD INDL RLTY INC16.8K shares3.90%2026-03-312026-04-27

ESGD ISHARES TR5.7K shares7.75%2026-03-312026-04-27

CASY CASEYS GEN STORES INC748 shares-3.11%2026-03-312026-04-27

EXEL EXELIXIS INC12.6K shares1.37%2026-03-312026-04-27

ITM VANECK ETF TRUST11.6K shares0.94%2026-03-312026-04-27

JAZZ JAZZ PHARMACEUTICALS PLC2.8K shares-4.54%2026-03-312026-04-27

Sponsored

MLM MARTIN MARIETTA MATLS INC908 shares-15.06%2026-03-312026-04-27

FLEX FLEX LTD8.2K shares-16.32%2026-03-312026-04-27

EQNR EQUINOR ASA12.6K shares255.18%2026-03-312026-04-27

CVE CENOVUS ENERGY INC20.0K shares-0.54%2026-03-312026-04-27

DOV DOVER CORP2.5K shares11.36%2026-03-312026-04-27

IGOV ISHARES TR12.7K shares51.96%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC1.8K shares-38.66%2026-03-312026-04-27

EXC EXELON CORP10.4K shares-61.51%2026-03-312026-04-27

Sponsored

GLW CORNING INC3.7K shares136.61%2026-03-312026-04-27

OTIS OTIS WORLDWIDE CORP6.3K shares-12.79%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC4.2K shares2.65%2026-03-312026-04-27

FBIN FORTUNE BRANDS INNOVATIONS I12.2K shares67.08%2026-03-312026-04-27

MINT PIMCO ETF TR4.7K shares473000.00%2026-03-312026-04-27

CART MAPLEBEAR INC12.7K shares1.81%2026-03-312026-04-27

YUM YUM BRANDS INC3.0K shares8.32%2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP1.8K shares4.71%2026-03-312026-04-27

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.2K shares-4.16%2026-03-312026-04-27

ROK ROCKWELL AUTOMATION INC1.3K shares-13.40%2026-03-312026-04-27

ADBE ADOBE INC1.9K shares-9.87%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO1.8K shares17.40%2026-03-312026-04-27

SPYM

SPDR SERIES TRUST

6.13%

Shares5.2M

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

8.35%

Shares3.4M

Event2026-03-31

Filed2026-04-27

VMBS

VANGUARD SCOTTSDALE FDS

6.65%

Shares5.3M

Event2026-03-31

Filed2026-04-27

SPY

SPDR S&P 500 ETF TR

-1.54%

Shares303.8K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

9.32%

Shares8.2M

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

8.59%

Shares1.9M

Event2026-03-31

Filed2026-04-27

IGIB

ISHARES TR

13.62%

Shares2.4M

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

15.49%

Shares2.1M

Event2026-03-31

Filed2026-04-27

VXF

VANGUARD INDEX FDS

12.76%

Shares583.4K

Event2026-03-31

Filed2026-04-27

VOOG

VANGUARD ADMIRAL FDS INC

4.05%

Shares267.0K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-0.35%

Shares467.6K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

25.62%

Shares1.1M

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

-8.51%

Shares831.2K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

5.42%

Shares738.4K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

5.27%

Shares581.3K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

9.74%

Shares695.0K

Event2026-03-31

Filed2026-04-27

IGSB

ISHARES TR

21.15%

Shares987.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

1.06%

Shares287.0K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

0.61%

Shares495.0K

Event2026-03-31

Filed2026-04-27

IEI

ISHARES TR

-0.73%

Shares410.8K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

10.81%

Shares72.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.46%

Shares77.4K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-2.47%

Shares118.1K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

0.27%

Shares100.3K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

2.69%

Shares72.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

29.46%

Shares162.8K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-5.80%

Shares184.9K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

20.63%

Shares290.3K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

-16.49%

Shares284.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-3.42%

Shares150.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

8.95%

Shares105.8K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

5.46%

Shares67.5K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

4.94%

Shares339.8K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

268.73%

Shares364.7K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

7.73%

Shares910.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-5.83%

Shares91.1K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-1.76%

Shares225.2K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

41.21%

Shares96.9K

Event2026-03-31

Filed2026-04-27

LQD

ISHARES TR

-0.54%

Shares214.1K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-0.55%

Shares739.9K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

0.63%

Shares330.7K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO.

-10.80%

Shares74.5K

Event2026-03-31

Filed2026-04-27

HYS

PIMCO ETF TR

14.41%

Shares227.4K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

1.22%

Shares65.7K

Event2026-03-31

Filed2026-04-27

IDV

ISHARES TR

2.97%

Shares473.9K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-41.74%

Shares90.8K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORP NEW

16.00%

Shares92.8K

Event2026-03-31

Filed2026-04-27