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The Analysis of Thrive Wealth Management, LLC's Holdings & P&L

Currently, Thrive Wealth Management, LLC holds 231 types of securities in its portfolio with a total value $670.9M. In the most recent quarter, they have increased their positions in SCHG (+395.4K shares, valued at $11.5M), VTV (+29.7K shares, valued at $5.8M), VUG (+1.9K shares, valued at $810.3K); decreased their positions in LMT (-795 shares, valued at $480.5K), DHR (-2.3K shares, valued at $427.0K), TMO (-830 shares, valued at $407.9K); initiated new positions in AVDE (+7.4K shares, valued at $625.2K), VIRT (+9.3K shares, valued at $406.9K), IGV (+4.9K shares, valued at $391.4K).

1M P&L

+23.6M+3.45%

3M P&L

-43.1M-5.75%

HY P&L

-18.2M-2.51%

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/A501.1M

79.0%

2Consumer Electronics14.5M

2.3%

3Software - Infrastructure11.9M

1.9%

Top Industries by Stock Count

1N/A70 stocks

33.2%

2Semiconductors9 stocks

4.3%

3Utilities - Regulated Electric7 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS861.7K shares3.57%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR5.3M shares8.03%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T32.4K shares-1.35%2026-03-312026-04-09

AAPL APPLE INC57.0K shares1.03%2026-03-312026-04-09

VUG VANGUARD INDEX FDS32.2K shares6.12%2026-03-312026-04-09

INTF ISHARES TR342.2K shares-0.35%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 4017.8K shares-2.34%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS16.5K shares2.71%2026-03-312026-04-09

Sponsored

VONE VANGUARD SCOTTSDALE FDS31.2K shares-2.43%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR366.8K shares0.60%2026-03-312026-04-09

VB VANGUARD INDEX FDS33.9K shares-1.08%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR288.5K shares-1.05%2026-03-312026-04-09

ALPHABET INC ALPHABET INC27.3K shares2.88%2026-03-312026-04-09

NVDA NVIDIA CORPORATION43.0K shares1.80%2026-03-312026-04-09

MSFT MICROSOFT CORP19.7K shares-3.22%2026-03-312026-04-09

VTI VANGUARD INDEX FDS19.7K shares5.82%2026-03-312026-04-09

Sponsored

SEIC SEI INVTS CO76.8K shares-5.41%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F105.2K shares1.18%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON22.9K shares-4.25%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR207.6K shares0.34%2026-03-312026-04-09

AMZN AMAZON COM INC25.3K shares8.64%2026-03-312026-04-09

IVV ISHARES TR6.6K shares6.62%2026-03-312026-04-09

IQLT ISHARES TR90.8K shares-0.07%2026-03-312026-04-09

MUB ISHARES TR38.7K shares13.91%2026-03-312026-04-09

Sponsored

EFA ISHARES TR41.8K shares4.99%2026-03-312026-04-09

ALPHABET INC ALPHABET INC14.0K shares5.18%2026-03-312026-04-09

CGMU CAPITAL GRP FIXED INCM ETF T123.7K shares30.80%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR131.9K shares-7.93%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.5K shares1.91%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS44.5K shares-3.72%2026-03-312026-04-09

QUAL ISHARES TR13.8K shares-1.62%2026-03-312026-04-09

IEMG ISHARES INC36.0K shares3.07%2026-03-312026-04-09

Sponsored

V VISA INC8.3K shares-6.82%2026-03-312026-04-09

XOM EXXON MOBIL CORP13.3K shares0.27%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO7.5K shares2.97%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC17.6K shares-2.51%2026-03-312026-04-09

TSLA TESLA INC5.6K shares3.90%2026-03-312026-04-09

ORCL ORACLE CORP14.1K shares1.57%2026-03-312026-04-09

LOAR LOAR HOLDINGS INC36.1K shares-12.12%2026-03-312026-04-09

IJR ISHARES TR16.6K shares0.02%2026-03-312026-04-09

Sponsored

IBM INTERNATIONAL BUSINESS MACHS8.5K shares53.93%2026-03-312026-04-09

META META PLATFORMS INC3.5K shares18.47%2026-03-312026-04-09

BROADCOM INC BROADCOM INC6.4K shares5.15%2026-03-312026-04-09

PG PROCTER & GAMBLE CO13.4K shares-4.22%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP2.9K shares-21.60%2026-03-312026-04-09

HYMB SPDR SERIES TRUST69.5K shares3.57%2026-03-312026-04-09

HMOP HARTFORD FDS EXCHANGE TRADED43.7K shares-1.41%2026-03-312026-04-09

MA MASTERCARD INCORPORATED3.4K shares-2.43%2026-03-312026-04-09

Sponsored

SCHD SCHWAB STRATEGIC TR52.8K shares0.50%2026-03-312026-04-09

CVX CHEVRON CORPORATION7.7K shares-3.87%2026-03-312026-04-09

IWF ISHARES TR3.6K shares-1.44%2026-03-312026-04-09

CAT CATERPILLAR INC2.1K shares2.09%2026-03-312026-04-09

TJX TJX COS INC NEW8.9K shares13.39%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR45.3K shares-6.69%2026-03-312026-04-09

VBIL VANGUARD INSTL INDEX FD18.3K shares-13.02%2026-03-312026-04-09

IWD ISHARES TR6.1K shares2.97%2026-03-312026-04-09

Sponsored

ABBV ABBVIE INC6.0K shares2.62%2026-03-312026-04-09

CSCO CISCO SYS INC16.6K shares-2.24%2026-03-312026-04-09

MCK MCKESSON CORP1.5K shares0.00%2026-03-312026-04-09

CRM SALESFORCE INC6.8K shares-1.60%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-24.61%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS7.8K shares-2.12%2026-03-312026-04-09

IJH ISHARES TR17.1K shares-1.08%2026-03-312026-04-09

AMGN AMGEN INC3.2K shares-1.10%2026-03-312026-04-09

Sponsored

CGHM CAPITAL GRP FIXED INCM ETF T45.1K shares20.86%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC6.9K shares-5.69%2026-03-312026-04-09

IVW ISHARES TR9.7K shares-0.92%2026-03-312026-04-09

LLY ELI LILLY & CO1.2K shares2.85%2026-03-312026-04-09

KO COCA COLA CO14.2K shares-6.98%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.2K shares-7.57%2026-03-312026-04-09

LINDE PLC LINDE PLC2.1K shares-3.11%2026-03-312026-04-09

PBA PEMBINA PIPELINE CORP23.4K shares-10.48%2026-03-312026-04-09

Sponsored

MCD MCDONALDS CORP3.2K shares-7.04%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC4.7K shares-0.04%2026-03-312026-04-09

PYLD PIMCO ETF TR37.1K shares4.96%2026-03-312026-04-09

HD HOME DEPOT INC2.9K shares-0.37%2026-03-312026-04-09

SPGI S&P GLOBAL INC2.2K shares-16.02%2026-03-312026-04-09

UNP UNION PAC CORP3.8K shares-11.65%2026-03-312026-04-09

ET ENERGY TRANSFER L P47.1K shares0.13%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC8.0K shares-14.12%2026-03-312026-04-09

Sponsored

T AT&T INC30.8K shares-12.05%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP4.1K shares17.53%2026-03-312026-04-09

RTX RTX CORPORATION4.5K shares0.25%2026-03-312026-04-09

IWM ISHARES TR3.5K shares0.60%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC5.9K shares4.56%2026-03-312026-04-09

WFC WELLS FARGO & CO10.5K shares-10.43%2026-03-312026-04-09

ECL ECOLAB INC3.1K shares-13.76%2026-03-312026-04-09

PFE PFIZER INC29.2K shares1.12%2026-03-312026-04-09

Sponsored

WMT WALMART INC6.6K shares7.39%2026-03-312026-04-09

DHR DANAHER CORP DEL4.3K shares-34.44%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS3.8K shares-3.27%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION805 shares3.21%2026-03-312026-04-09

VRSN VERISIGN INC3.2K shares-0.93%2026-03-312026-04-09

ITOT ISHARES TR5.6K shares8.04%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC15.7K shares-15.99%2026-03-312026-04-09

APH AMPHENOL CORP6.1K shares-18.36%2026-03-312026-04-09

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-2.58%2026-03-312026-04-09

VTES VANGUARD WELLINGTON FD6.7K shares0.00%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.9K shares-11.45%2026-03-312026-04-09

NFLX NETFLIX INC.6.8K shares7.29%2026-03-312026-04-09

DGRW WISDOMTREE TR7.4K shares-2.35%2026-03-312026-04-09

AGG ISHARES TR6.5K shares-26.88%2026-03-312026-04-09

AVDE AMERICAN CENTY ETF TR7.4K sharesnew addition2026-03-312026-04-09

AMAT APPLIED MATLS INC1.8K shares5.74%2026-03-312026-04-09

Sponsored

FTNT FORTINET INC7.6K shares0.96%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO2.0K shares-1.58%2026-03-312026-04-09

PEP PEPSICO INC3.9K shares-12.77%2026-03-312026-04-09

BAC BANK AMERICA CORP12.2K shares2.37%2026-03-312026-04-09

XYL XYLEM INC4.9K shares-1.73%2026-03-312026-04-09

NEE NEXTERA ENERGY INC6.3K shares3.59%2026-03-312026-04-09

ETR ENTERGY CORP NEW5.2K shares-19.22%2026-03-312026-04-09

VT VANGUARD INTL EQUITY INDEX F4.1K shares67.72%2026-03-312026-04-09

Sponsored

VRSK VERISK ANALYTICS INC3.0K shares-25.40%2026-03-312026-04-09

IBKR INTERACTIVE BROKERS GROUP IN8.4K shares-7.46%2026-03-312026-04-09

LNT ALLIANT ENERGY CORP7.9K shares-1.06%2026-03-312026-04-09

APD AIR PRODUCTS AND CHEMICALS I1.9K shares0.68%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC662 shares4.58%2026-03-312026-04-09

SO SOUTHERN CO5.6K shares-13.52%2026-03-312026-04-09

EEM ISHARES TR9.2K shares3.57%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR17.6K shares-2.66%2026-03-312026-04-09

Sponsored

CMI CUMMINS INC943 shares-21.87%2026-03-312026-04-09

IEFA ISHARES TR5.6K shares29.02%2026-03-312026-04-09

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.3K shares-18.94%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC2.4K shares36.93%2026-03-312026-04-09

VO VANGUARD INDEX FDS1.7K shares16.19%2026-03-312026-04-09

BSX BOSTON SCIENTIFIC CORP7.5K shares1.38%2026-03-312026-04-09

DVY ISHARES TR3.1K shares0.13%2026-03-312026-04-09

CME CME GROUP INC1.5K shares-21.71%2026-03-312026-04-09

Sponsored

INTU INTUIT1.0K shares-32.17%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC1.6K shares-1.74%2026-03-312026-04-09

RBLX ROBLOX CORP7.8K shares4.55%2026-03-312026-04-09

ZTS ZOETIS INC3.6K shares-6.26%2026-03-312026-04-09

MS MORGAN STANLEY2.6K shares2.05%2026-03-312026-04-09

IXUS ISHARES TR4.9K shares1.96%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC2.4K shares-13.27%2026-03-312026-04-09

HON HONEYWELL INTL INC1.8K shares2.99%2026-03-312026-04-09

Sponsored

TDY TELEDYNE TECHNOLOGIES INC674 shares-5.73%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN2.6K shares-8.00%2026-03-312026-04-09

VIRT VIRTU FINL INC9.3K sharesnew addition2026-03-312026-04-09

WRB BERKLEY W R CORP6.0K shares-6.49%2026-03-312026-04-09

AMT AMERICAN TOWER CORP2.3K shares-22.57%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE1.4K shares28.53%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP1.4K shares0.79%2026-03-312026-04-09

IGV ISHARES TR4.9K sharesnew addition2026-03-312026-04-09

Sponsored

DIS DISNEY WALT CO4.0K shares1.91%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC4.4K shares-20.56%2026-03-312026-04-09

HEDJ WISDOMTREE TR7.3K shares-0.83%2026-03-312026-04-09

BOND PIMCO ETF TR4.1K shares0.12%2026-03-312026-04-09

GLD SPDR GOLD TR875 shares16.20%2026-03-312026-04-09

DE DEERE & CO668 shares-0.60%2026-03-312026-04-09

ZWS ZURN ELKAY WATER SOLNS CORP8.2K shares-9.62%2026-03-312026-04-09

COP CONOCOPHILLIPS2.7K shares0.15%2026-03-312026-04-09

Sponsored

NDSN NORDSON CORP1.3K shares-8.82%2026-03-312026-04-09

WFC-PL WELLS FARGO & CO299 shares0.00%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS4.7K sharesnew addition2026-03-312026-04-09

VBK VANGUARD INDEX FDS1.1K shares-8.25%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR10.4K shares5.43%2026-03-312026-04-09

EFX EQUIFAX INC1.9K shares-34.74%2026-03-312026-04-09

DG DOLLAR GEN CORP2.9K shares-16.51%2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC21.3K shares9.33%2026-03-312026-04-09

Sponsored

NXPI NXP SEMICONDUCTORS N V1.7K sharesnew addition2026-03-312026-04-09

PPL PPL CORP8.8K shares0.16%2026-03-312026-04-09

ABT ABBOTT LABORATORIES3.3K shares-10.45%2026-03-312026-04-09

GSK PLC GSK PLC6.0K shares-6.39%2026-03-312026-04-09

ALLE ALLEGION PLC2.3K shares-10.63%2026-03-312026-04-09

GEV GE VERNOVA INC378 sharesnew addition2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC975 shares30.17%2026-03-312026-04-09

LPLA LPL FINL HLDGS INC1.1K shares-30.51%2026-03-312026-04-09

Sponsored

VBR VANGUARD INDEX FDS1.5K shares-0.33%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP3.4K shares22.11%2026-03-312026-04-09

QCOM QUALCOMM INC2.5K shares-6.75%2026-03-312026-04-09

SBUX STARBUCKS CORP3.5K shares-14.03%2026-03-312026-04-09

ROL ROLLINS INC5.9K shares-11.86%2026-03-312026-04-09

EXC EXELON CORP6.5K shares1.75%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC868 shares-6.36%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC3.1K shares-17.34%2026-03-312026-04-09

Sponsored

GLW CORNING INC2.2K sharesnew addition2026-03-312026-04-09

LOW LOWES COS INC1.3K shares0.00%2026-03-312026-04-09

IVE ISHARES TR1.4K shares0.00%2026-03-312026-04-09

INTC INTEL CORP6.7K shares-10.99%2026-03-312026-04-09

CMCSA COMCAST CORP NEW10.2K shares-1.80%2026-03-312026-04-09

ES EVERSOURCE ENERGY4.2K shares-23.66%2026-03-312026-04-09

ULS UL SOLUTIONS INC3.4K shares-11.25%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS6.1K shares1.21%2026-03-312026-04-09

Sponsored

EMR EMERSON ELEC CO2.2K shares1.02%2026-03-312026-04-09

PRU PRUDENTIAL FINL INC2.9K shares-28.92%2026-03-312026-04-09

MO ALTRIA GROUP INC4.2K shares-7.26%2026-03-312026-04-09

SDY SPDR SERIES TRUST1.9K shares0.16%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP2.3K shares2.75%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L7.2K shares0.21%2026-03-312026-04-09

VV VANGUARD INDEX FDS903 shares0.11%2026-03-312026-04-09

COIN COINBASE GLOBAL INC1.5K sharesnew addition2026-03-312026-04-09

Sponsored

SAIA SAIA INC749 shares-8.44%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC272 shares-3.89%2026-03-312026-04-09

CB CHUBB LTD SWITZ794 shares0.51%2026-03-312026-04-09

RIO RIO TINTO PLC2.8K shares-21.45%2026-03-312026-04-09

CENCORA INC CENCORA INC820 shares-1.56%2026-03-312026-04-09

IWR ISHARES TR2.6K shares0.00%2026-03-312026-04-09

ARMK ARAMARK6.3K sharesnew addition2026-03-312026-04-09

ADI ANALOG DEVICES INC788 shares1.68%2026-03-312026-04-09

Sponsored

BBMC J P MORGAN EXCHANGE TRADED F2.3K shares17.40%2026-03-312026-04-09

WSO WATSCO INC676 sharesnew addition2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR3.0K sharesnew addition2026-03-312026-04-09

BJ BJS WHSL CLUB HLDGS INC2.5K shares3.33%2026-03-312026-04-09

SMH VANECK ETF TRUST630 shares0.80%2026-03-312026-04-09

IWB ISHARES TR675 shares-24.75%2026-03-312026-04-09

DUHP DIMENSIONAL ETF TRUST6.5K sharesnew addition2026-03-312026-04-09

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-03-312026-04-09

Sponsored

MU MICRON TECHNOLOGY INC682 sharesnew addition2026-03-312026-04-09

ENB ENBRIDGE INC4.2K shares0.00%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-09

ASML ASML HLDG NV170 sharesnew addition2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC756 shares-0.66%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP245 shares0.82%2026-03-312026-04-09

BE BLOOM ENERGY CORP1.6K sharesnew addition2026-03-312026-04-09

EBAY EBAY INC.2.4K shares-1.04%2026-03-312026-04-09

Sponsored

VCSH VANGUARD SCOTTSDALE FDS2.7K shares-42.33%2026-03-312026-04-09

LII LENNOX INTL INC464 shares-16.99%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-8.47%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC2.9K shares14.54%2026-03-312026-04-09

BCAX BICARA THERAPEUTICS INC10.3K sharesnew addition2026-03-312026-04-09

OKE ONEOK INC NEW2.3K shares-19.35%2026-03-312026-04-09

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-09

GDV GABELLI DIVID & INCOME TR7.5K shares0.00%2026-03-312026-04-09

Sponsored

THE CIGNA GROUP THE CIGNA GROUP756 sharesnew addition2026-03-312026-04-09

ONDS ONDAS INC13.0K sharesnew addition2026-03-312026-04-09

AGH AUREUS GREENWAY HLDGS INC30.0K sharesnew addition2026-03-312026-04-09

EDIT EDITAS MEDICINE INC33.5K shares0.00%2026-03-312026-04-09

CRBU CARIBOU BIOSCIENCES INC32.0K shares0.00%2026-03-312026-04-09

BBAI BIGBEAR AI HLDGS INC11.6K sharesnew addition2026-03-312026-04-09

OABI OMNIAB INC17.3K shares0.00%2026-03-312026-04-09

VTV

VANGUARD INDEX FDS

3.57%

Shares861.7K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

8.03%

Shares5.3M

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-1.35%

Shares32.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

1.03%

Shares57.0K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

6.12%

Shares32.2K

Event2026-03-31

Filed2026-04-09

INTF

ISHARES TR

-0.35%

Shares342.2K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

-2.34%

Shares17.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

2.71%

Shares16.5K

Event2026-03-31

Filed2026-04-09

VONE

VANGUARD SCOTTSDALE FDS

-2.43%

Shares31.2K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

0.60%

Shares366.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-1.08%

Shares33.9K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

-1.05%

Shares288.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

2.88%

Shares27.3K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

1.80%

Shares43.0K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-3.22%

Shares19.7K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

5.82%

Shares19.7K

Event2026-03-31

Filed2026-04-09

SEIC

SEI INVTS CO

-5.41%

Shares76.8K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

1.18%

Shares105.2K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-4.25%

Shares22.9K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

0.34%

Shares207.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

8.64%

Shares25.3K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

6.62%

Shares6.6K

Event2026-03-31

Filed2026-04-09

IQLT

ISHARES TR

-0.07%

Shares90.8K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

13.91%

Shares38.7K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

4.99%

Shares41.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

5.18%

Shares14.0K

Event2026-03-31

Filed2026-04-09

CGMU

CAPITAL GRP FIXED INCM ETF T

30.80%

Shares123.7K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

-7.93%

Shares131.9K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

1.91%

Shares6.5K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-3.72%

Shares44.5K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

-1.62%

Shares13.8K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

3.07%

Shares36.0K

Event2026-03-31

Filed2026-04-09

VISA INC

-6.82%

Shares8.3K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.27%

Shares13.3K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

2.97%

Shares7.5K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-2.51%

Shares17.6K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

3.90%

Shares5.6K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

1.57%

Shares14.1K

Event2026-03-31

Filed2026-04-09

LOAR

LOAR HOLDINGS INC

-12.12%

Shares36.1K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

0.02%

Shares16.6K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

53.93%

Shares8.5K

Event2026-03-31

Filed2026-04-09