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The Analysis of TIAA TRUST, NATIONAL ASSOCIATION's Holdings & P&L

Currently, TIAA TRUST, NATIONAL ASSOCIATION holds 390 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in WSBC (+11.0K shares, valued at $379.4K), SPIP (+14.4K shares, valued at $373.4K), N/A (+10.6K shares, valued at $275.4K); decreased their positions in IEFA (-45.1M shares, valued at $4.1B), MBB (-25.4M shares, valued at $2.4B), IEMG (-31.7M shares, valued at $2.2B); initiated new positions in WSBC (+11.0K shares, valued at $379.4K), N/A (+10.6K shares, valued at $275.4K), MPLX (+3.1K shares, valued at $177.1K).

1M P&L

+13.7M+0.83%

3M P&L

-7.6M-0.45%

HY P&L

-373.5M-18.27%

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/A1.4B

89.7%

2Consumer Electronics18.3M

1.2%

3Software - Infrastructure15.2M

1.0%

Top Industries by Stock Count

1N/A127 stocks

35.7%

2Software - Application11 stocks

3.1%

3Utilities - Regulated Electric10 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES CORE MSCI EAFE ETF1.5M shares-96.69%2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF132.2K shares-82.15%2026-03-312026-05-12

VUG VANGUARD GROWTH ETF135.6K shares-96.24%2026-03-312026-05-12

MBB ISHARES MBS ETF622.8K shares-97.61%2026-03-312026-05-12

IEMG ISHARES CORE MSCI EMERGING820.5K shares-97.47%2026-03-312026-05-12

VTV VANGUARD VALUE ETF291.7K shares-95.91%2026-03-312026-05-12

VEA VANGUARD FTSE DEVELOPED ETF831.8K shares-95.93%2026-03-312026-05-12

IWY ISHARES RUSSELL TOP 200 GROW207.5K shares-96.47%2026-03-312026-05-12

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VONV VANGUARD RUSSELL 1000 VALUE543.9K shares-88.49%2026-03-312026-05-12

SPDW STE STR SPDR PT DW EU ETF976.7K shares-92.82%2026-03-312026-05-12

VONG VANGUARD RUSSELL 1000 GROWTH386.2K shares-91.93%2026-03-312026-05-12

IWX ISHARES RUSSELL TOP 200 VALU408.6K shares-96.69%2026-03-312026-05-12

VV VANGUARD LARGE-CAP ETF116.9K shares-80.42%2026-03-312026-05-12

IVV ISHARES CORE S&P 500 ETF50.6K shares-91.47%2026-03-312026-05-12

IWR ISHARES RUSSELL MID-CAP ETF329.5K shares-89.76%2026-03-312026-05-12

IWS ISHARES RUSSELL MID-CAP VALU216.6K shares-93.57%2026-03-312026-05-12

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AGG ISHARES CORE U.S. AGGREGATE297.9K shares-96.52%2026-03-312026-05-12

MUB ISHARES NATIONAL MUNI BOND E272.6K shares-95.25%2026-03-312026-05-12

BND VANGUARD TOTAL BOND MARKET370.0K shares-84.04%2026-03-312026-05-12

VTEB VANGUARD TAX-EXEMPT BOND ETF532.4K shares-96.19%2026-03-312026-05-12

VO VANGUARD MID-CAP ETF87.2K shares-94.17%2026-03-312026-05-12

VTI VANGUARD TOTAL STOCK MKT ETF63.6K shares-91.54%2026-03-312026-05-12

IWP ISHARES RUSSELL MID-CAP GROW156.9K shares-93.38%2026-03-312026-05-12

VWO VANGUARD FTSE EMERGING MARKE344.8K shares-95.88%2026-03-312026-05-12

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AAPL APPLE INC72.0K shares-96.10%2026-03-312026-05-12

IQLT ISHARES MSCI INTERNATIONAL Q367.5K shares-92.04%2026-03-312026-05-12

IWF ISHARES RUSSELL 1000 GROWTH38.9K shares-97.90%2026-03-312026-05-12

IWB ISHARES RUSSELL 1000 ETF45.8K shares-93.30%2026-03-312026-05-12

SPEM STATE STREET SP PTF EM ETF335.4K shares-92.71%2026-03-312026-05-12

SCZ ISHARES MSCI EAFE SMALL-CAP196.5K shares-98.73%2026-03-312026-05-12

USIG ISHARES BROAD USD INVESTMENT280.8K shares-98.90%2026-03-312026-05-12

SCHC SCHWAB INTL SMALL-CAP EQUITY301.2K shares-92.79%2026-03-312026-05-12

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VB VANGUARD SMALL-CAP ETF51.2K shares-94.28%2026-03-312026-05-12

IWN ISHARES RUSSELL 2000 VALUE E67.0K shares-97.56%2026-03-312026-05-12

VOE VANGUARD MID-CAP VALUE ETF67.6K shares-96.11%2026-03-312026-05-12

IJH ISHARES CORE S&P MIDCAP ETF182.2K shares-83.68%2026-03-312026-05-12

ALPHABET INC-CL A ALPHABET INC-CL A40.9K shares-95.79%2026-03-312026-05-12

MSFT MICROSOFT CORP31.5K shares-95.85%2026-03-312026-05-12

IWO ISHARES RUSSELL 2000 GROWTH35.6K shares-97.38%2026-03-312026-05-12

GOVT ISHARES US TREASURY BOND ETF485.1K shares-98.64%2026-03-312026-05-12

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IWM ISHARES RUSSELL 2000 ETF44.7K shares-92.09%2026-03-312026-05-12

EMB ISHARES JP MORGAN USD EMERGI113.2K shares-95.01%2026-03-312026-05-12

VBR VANGUARD SMALL-CAP VALUE ETF45.2K shares-93.91%2026-03-312026-05-12

IJR ISHARES CORE S&P SMALL-CAP E71.5K shares-84.19%2026-03-312026-05-12

NVDA NVIDIA CORP49.2K shares-96.63%2026-03-312026-05-12

USHY ISHARES BROAD USD HIGH YIELD231.4K shares-97.63%2026-03-312026-05-12

SPYG SS SPDR P S&P 500 GROWTH ETF84.8K shares-95.10%2026-03-312026-05-12

SUB ISHARES SHORT-TERM NATIONAL74.4K shares-94.22%2026-03-312026-05-12

Sponsored

SPYV SS SPDR P S&P 500 VALUE ETF138.4K shares-96.33%2026-03-312026-05-12

AVUV AVANTIS US SMALL CAP VALUE66.7K shares-40.95%2026-03-312026-05-12

NULG NUVEEN ESG LRG-CAP GRW ETF77.4K shares-97.07%2026-03-312026-05-12

STPZ PIMCO 1-5 YEAR US TIPS INDEX117.9K shares-46.54%2026-03-312026-05-12

AMZN AMAZON.COM INC29.5K shares-96.54%2026-03-312026-05-12

ALPHABET INC-CL C ALPHABET INC-CL C20.3K shares-93.04%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO19.4K shares-96.01%2026-03-312026-05-12

ISHARES GOLD TRUST ISHARES GOLD TRUST64.5K shares-90.89%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC-CL B BERKSHIRE HATHAWAY INC-CL B11.6K shares-94.85%2026-03-312026-05-12

NULV NUVEEN ESG LARGE-CAP VAL ETF122.0K shares-97.49%2026-03-312026-05-12

SPY SS SPDR S&P 500 ETF TRUST-US8.5K shares-96.82%2026-03-312026-05-12

XOM EXXON MOBIL CORP30.1K shares-93.43%2026-03-312026-05-12

QUAL ISHARES MSCI USA QUALITY FAC25.9K shares-91.84%2026-03-312026-05-12

VBK VANGUARD SMALL-CAP GRWTH ETF16.4K shares-96.18%2026-03-312026-05-12

IWD ISHARES RUSSELL 1000 VALUE E22.2K shares-98.04%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON19.0K shares-94.37%2026-03-312026-05-12

Sponsored

SHY ISHARES 1-3 YEAR TREASURY BO54.1K shares-51.67%2026-03-312026-05-12

BNDX VANGUARD TOTAL INTL BOND ETF89.7K shares-96.36%2026-03-312026-05-12

SLQD ISHARES 0-5 YR INV GRD CORP84.1K shares-70.01%2026-03-312026-05-12

VOT VANGUARD MID-CAP GROWTH ETF16.4K shares-97.32%2026-03-312026-05-12

EMLC VANECK JPM EM LOCAL CURR BND162.2K shares-91.70%2026-03-312026-05-12

EFV ISHARES MSCI EAFE VALUE ETF51.2K shares-97.85%2026-03-312026-05-12

BROADCOM INC BROADCOM INC12.2K shares-96.79%2026-03-312026-05-12

EFA ISHARES MSCI EAFE ETF38.1K shares-95.76%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC-CLASS A6.3K shares-96.58%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC6.7K shares-94.48%2026-03-312026-05-12

BIV VANGUARD INTERMEDIATE-TERM B41.1K shares-98.38%2026-03-312026-05-12

V VISA INC-CLASS A SHARES9.7K shares-95.26%2026-03-312026-05-12

CEF SPROTT PHYSICAL GOLD AND SIL61.0K shares-84.78%2026-03-312026-05-12

ABBV ABBVIE INC13.2K shares-91.51%2026-03-312026-05-12

QDF FLEXSHARES QUALITY DIVIDEND34.9K shares-99.14%2026-03-312026-05-12

RTX RTX CORP14.0K shares-93.91%2026-03-312026-05-12

Sponsored

SPIP SS SPDR P TIPS ETF101.0K shares16.56%2026-03-312026-05-12

PEP PEPSICO INC16.5K shares-94.13%2026-03-312026-05-12

PG PROCTER & GAMBLE CO/THE16.2K shares-94.75%2026-03-312026-05-12

IWV ISHARES RUSSELL 3000 ETF6.3K shares-91.05%2026-03-312026-05-12

CVX CHEVRON CORP11.2K shares-94.84%2026-03-312026-05-12

WMT WALMART INC18.0K shares-96.83%2026-03-312026-05-12

HYD VANECK HIGH YIELD MUNI ETF42.2K shares-92.57%2026-03-312026-05-12

ESGU ISHARES ESG AWARE MSCI USA14.8K shares-99.75%2026-03-312026-05-12

Sponsored

EFG ISHARES MSCI EAFE GROWTH ETF18.6K shares-97.10%2026-03-312026-05-12

TJX TJX COMPANIES INC12.4K shares-93.98%2026-03-312026-05-12

MDYV SS SPDR S&P 400 MC VAL ETF23.0K shares-95.67%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC7.1K shares-97.31%2026-03-312026-05-12

ESGE ISHARES INC ISHARES ESG AWAR41.1K shares-99.03%2026-03-312026-05-12

TIP ISHARES TIPS BOND ETF15.6K shares-62.77%2026-03-312026-05-12

LOW LOWE'S COS INC7.2K shares-91.38%2026-03-312026-05-12

ALERIAN MLP ETF ALERIAN MLP ETF31.5K shares-96.80%2026-03-312026-05-12

Sponsored

WFC WELLS FARGO & CO20.8K shares-95.32%2026-03-312026-05-12

BSV VANGUARD SHORT-TERM BOND ETF21.1K shares-49.71%2026-03-312026-05-12

CSCO CISCO SYSTEMS INC21.0K shares-90.63%2026-03-312026-05-12

ESML ISHARES ESG AWARE MSCI USA S34.1K shares-98.42%2026-03-312026-05-12

MA MASTERCARD INC - A3.2K shares-96.42%2026-03-312026-05-12

CMF ISHARES CALIFORNIA MUNI BOND27.5K shares-95.96%2026-03-312026-05-12

ORCL ORACLE CORP10.4K shares-95.17%2026-03-312026-05-12

VNQ VANGUARD REAL ESTATE ETF17.2K shares-88.00%2026-03-312026-05-12

Sponsored

NUSC NUVEEN ESG SMALL-CAP ETF33.1K shares-97.60%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC-CL A2 shares-97.53%2026-03-312026-05-12

LLY ELI LILLY & CO1.5K shares-98.04%2026-03-312026-05-12

MDY STATE STREET SPDR S&P MIDCAP2.2K shares-83.95%2026-03-312026-05-12

ESGD ISHARES TRUST ISHARES ESG AW13.9K shares-99.65%2026-03-312026-05-12

MERCK & CO. INC. MERCK & CO. INC.11.0K shares-96.06%2026-03-312026-05-12

GE AEROSPACE COM GE AEROSPACE COM4.6K shares-96.22%2026-03-312026-05-12

TRV TRAVELERS COS INC/THE4.3K shares-89.01%2026-03-312026-05-12

Sponsored

GEV GE VERNOVA INC1.4K shares-96.43%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING5.9K shares-85.48%2026-03-312026-05-12

BA BOEING CO/THE6.0K shares-97.08%2026-03-312026-05-12

HD HOME DEPOT INC3.6K shares-96.22%2026-03-312026-05-12

IBM INTL BUSINESS MACHINES CORP4.8K shares-95.83%2026-03-312026-05-12

SPSB SS SPDR P ST C CORP ETF38.5K shares-97.09%2026-03-312026-05-12

DUKE ENERGY CORP DUKE ENERGY CORP8.5K shares-94.92%2026-03-312026-05-12

HON HONEYWELL INTERNATIONAL INC4.8K shares-91.13%2026-03-312026-05-12

Sponsored

MS MORGAN STANLEY6.5K shares-96.21%2026-03-312026-05-12

NOW SERVICENOW INC10.2K shares-94.61%2026-03-312026-05-12

IAGG ISHARES INTL AGGREGATE BOND21.1K shares-93.53%2026-03-312026-05-12

TLT ISHARES 20 YEAR TREASURY BD12.2K shares-90.25%2026-03-312026-05-12

COST COSTCO WHOLESALE CORP1.0K shares-94.89%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO3.4K shares-96.33%2026-03-312026-05-12

NUMV NUVEEN ESG MID-CAP VALUE ETF26.7K shares-97.15%2026-03-312026-05-12

AMGN AMGEN INC2.9K shares-93.08%2026-03-312026-05-12

Sponsored

AMAT APPLIED MATERIALS INC3.0K shares-93.13%2026-03-312026-05-12

ABT ABBOTT LABORATORIES9.7K shares-92.62%2026-03-312026-05-12

NFLX NETFLIX INC10.1K shares-95.18%2026-03-312026-05-12

ITW ILLINOIS TOOL WORKS3.7K shares-86.27%2026-03-312026-05-12

ACCENTURE PLC-CL A ACCENTURE PLC-CL A4.6K shares-96.34%2026-03-312026-05-12

INTU INTUIT INC2.1K shares-94.24%2026-03-312026-05-12

TGT TARGET CORP7.4K shares-78.24%2026-03-312026-05-12

NEE NEXTERA ENERGY INC9.4K shares-92.94%2026-03-312026-05-12

Sponsored

MCD MCDONALD'S CORP2.8K shares-94.19%2026-03-312026-05-12

ICF ISHARES SELECT U.S. REIT ETF13.9K shares-85.95%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR-SP ADR2.5K shares-97.21%2026-03-312026-05-12

SPGI S&P GLOBAL INC2.0K shares-96.50%2026-03-312026-05-12

SLYV SS SPDR S&P 600 SC VAL ETF9.0K shares-94.42%2026-03-312026-05-12

PM PHILIP MORRIS INTERNATIONAL5.0K shares-95.11%2026-03-312026-05-12

MDLZ MONDELEZ INTERNATIONAL INC-A14.2K shares-80.69%2026-03-312026-05-12

APP APPLOVIN CORP-CLASS A2.0K shares-96.04%2026-03-312026-05-12

Sponsored

MMM 3M CO5.3K shares-88.99%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC6.6K shares-77.49%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES3.6K shares-83.49%2026-03-312026-05-12

GILD GILEAD SCIENCES INC5.3K shares-82.21%2026-03-312026-05-12

APH AMPHENOL CORP-CL A5.7K shares-96.94%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC4.4K shares-88.25%2026-03-312026-05-12

BAC BANK OF AMERICA CORP14.4K shares-97.97%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC166 shares-72.47%2026-03-312026-05-12

Sponsored

NUEM NUVEEN ESG EMERGING MARKETS18.9K shares-98.31%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC1.9K shares-97.44%2026-03-312026-05-12

TSLA TESLA INC1.8K shares-98.47%2026-03-312026-05-12

ESLT ELBIT SYSTEMS LTD780 shares-11.46%2026-03-312026-05-12

PNC PNC FINANCIAL SERVICES GROUP3.2K shares-95.88%2026-03-312026-05-12

DE DEERE & CO1.2K shares-92.21%2026-03-312026-05-12

SYK STRYKER CORP2.0K shares-93.67%2026-03-312026-05-12

HEEM ISHARES CRNCY HEDGD MSCI EM17.7K shares-97.29%2026-03-312026-05-12

Sponsored

LINDE PLC LINDE PLC1.2K shares-96.64%2026-03-312026-05-12

MELI MERCADOLIBRE INC357 shares-96.76%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC-A4.1K shares-96.46%2026-03-312026-05-12

EQT CORP EQT CORP9.3K shares-97.10%2026-03-312026-05-12

CRWD CROWDSTRIKE HOLDINGS INC - A1.5K shares-97.45%2026-03-312026-05-12

UNP UNION PACIFIC CORP2.4K shares-94.32%2026-03-312026-05-12

IVW ISHARES S&P 500 GROWTH ETF5.1K shares-94.52%2026-03-312026-05-12

NUMG NUVEEN ESG MID-CAP GROW ETF14.2K shares-96.85%2026-03-312026-05-12

Sponsored

CARR CARRIER GLOBAL CORP10.3K shares-64.96%2026-03-312026-05-12

FCX FREEPORT-MCMORAN INC9.7K shares-84.02%2026-03-312026-05-12

JMUB JPMORGAN MUNICIPAL ETF11.3K shares-98.04%2026-03-312026-05-12

NUDM NUVEEN ESG INTL DEVEL MRK EQ15.5K shares-99.25%2026-03-312026-05-12

CMI CUMMINS INC1.0K shares-97.06%2026-03-312026-05-12

PLD PROLOGIS INC4.1K shares-97.01%2026-03-312026-05-12

MCK MCKESSON CORP612 shares-97.62%2026-03-312026-05-12

PPL PPL CORP13.5K shares-97.18%2026-03-312026-05-12

Sponsored

ROK ROCKWELL AUTOMATION INC1.4K shares-78.53%2026-03-312026-05-12

SCCO SOUTHERN COPPER CORP2.9K shares-46.87%2026-03-312026-05-12

WMB WILLIAMS COS INC6.6K shares-96.38%2026-03-312026-05-12

EMR EMERSON ELECTRIC CO3.6K shares-88.01%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP693 shares-95.66%2026-03-312026-05-12

PH PARKER HANNIFIN CORP521 shares-97.32%2026-03-312026-05-12

ETR ENTERGY CORP4.1K shares-95.20%2026-03-312026-05-12

T AT&T INC15.5K shares-94.59%2026-03-312026-05-12

Sponsored

ORLY O'REILLY AUTOMOTIVE INC4.8K shares-91.98%2026-03-312026-05-12

XLY SS CONSUMER DISC SELECT SECT4.1K shares-87.63%2026-03-312026-05-12

EMXC ISHARES MSCI EMR MRK EX CHNA5.5K shares-98.96%2026-03-312026-05-12

XEL XCEL ENERGY INC5.4K shares-96.99%2026-03-312026-05-12

GWX STATE STREET SPDR S&P INTERN10.1K shares-97.21%2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY SA862 shares-92.81%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC494 shares-95.23%2026-03-312026-05-12

SLYG SS SPDR S&P 600 SC GR ETF4.2K shares-97.07%2026-03-312026-05-12

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.5K shares-85.79%2026-03-312026-05-12

PWR QUANTA SERVICES INC711 shares-98.15%2026-03-312026-05-12

BDX BECTON DICKINSON AND CO2.5K shares-81.54%2026-03-312026-05-12

ADBE ADOBE INC1.6K shares-93.97%2026-03-312026-05-12

ITM VANECK INTERMEDIATE MUNI ETF8.2K shares-99.04%2026-03-312026-05-12

VTEI VANGUARD INT TAX-EXEMPT BOND3.8K shares-99.05%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO-A1.5K shares-98.21%2026-03-312026-05-12

WSBC WESBANCO INC11.0K sharesnew addition2026-03-312026-05-12

Sponsored

DVY ISHARES SELECT DIVIDEND ETF2.5K shares-80.53%2026-03-312026-05-12

VDE VANGUARD ENERGY ETF2.1K shares-55.68%2026-03-312026-05-12

EEM ISHARES MSCI EMERGING MARKET5.9K shares-98.90%2026-03-312026-05-12

CAT CATERPILLAR INC462 shares-97.97%2026-03-312026-05-12

PFE PFIZER INC11.6K shares-96.17%2026-03-312026-05-12

NVO NOVO-NORDISK A/S-SPONS ADR8.7K shares5.36%2026-03-312026-05-12

ALL ALLSTATE CORP1.5K shares-87.90%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC6.3K shares-94.56%2026-03-312026-05-12

Sponsored

TXN TEXAS INSTRUMENTS INC1.6K shares-94.89%2026-03-312026-05-12

DIS WALT DISNEY CO/THE3.1K shares-95.49%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC307 shares-89.38%2026-03-312026-05-12

SO SOUTHERN CO/THE3.0K shares-95.85%2026-03-312026-05-12

COF CAPITAL ONE FINANCIAL CORP1.6K shares-93.13%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares-98.58%2026-03-312026-05-12

CMCSA COMCAST CORP-CLASS A10.0K shares-94.78%2026-03-312026-05-12

VTES VANGUARD SH TERM TAX-EX BOND2.8K shares-99.00%2026-03-312026-05-12

Sponsored

BNY MELLON MUNI INT ETF BNY MELLON MUNI INT ETF10.6K sharesnew addition2026-03-312026-05-12

EPD ENTERPRISE PRODUCTS PARTNERS6.5K shares-78.56%2026-03-312026-05-12

XLI SS INDUSTRIAL SELECT SECTOR1.3K shares-98.35%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC463 shares-98.21%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP352 shares-98.06%2026-03-312026-05-12

FLRN SS SPDR BB IG FLOAT RT ETF6.8K shares-97.64%2026-03-312026-05-12

MDYG SS SPDR S&P 400 MC GR ETF2.1K shares-98.12%2026-03-312026-05-12

VIG VANGUARD DIVIDEND APPREC ETF846 shares-96.87%2026-03-312026-05-12

Sponsored

L LOEWS CORP1.7K shares-51.80%2026-03-312026-05-12

MPLX MPLX LP3.1K sharesnew addition2026-03-312026-05-12

XLRE SS REAL ESTATE SELECT SECTOR4.2K shares-85.68%2026-03-312026-05-12

KO COCA-COLA CO/THE2.2K shares-98.91%2026-03-312026-05-12

PBA PEMBINA PIPELINE CORP3.8K sharesnew addition2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP2.2K shares-83.63%2026-03-312026-05-12

ADI ANALOG DEVICES INC516 shares-97.04%2026-03-312026-05-12

CL COLGATE-PALMOLIVE CO1.9K shares-96.84%2026-03-312026-05-12

Sponsored

AEP AMERICAN ELECTRIC POWER1.2K shares-96.48%2026-03-312026-05-12

CTVA CORTEVA INC1.9K shares-87.58%2026-03-312026-05-12

ENB ENBRIDGE INC2.8K shares-87.82%2026-03-312026-05-12

INTC INTEL CORP3.4K shares-96.70%2026-03-312026-05-12

DHR DANAHER CORP780 shares-97.39%2026-03-312026-05-12

ATO ATMOS ENERGY CORP800 shares-82.89%2026-03-312026-05-12

INVESCO QQQ TRUST SERIES 1 INVESCO QQQ TRUST SERIES 1254 shares-99.03%2026-03-312026-05-12

MO ALTRIA GROUP INC2.2K shares-96.29%2026-03-312026-05-12

Sponsored

EXR EXTRA SPACE STORAGE INC1.1K shares-29.05%2026-03-312026-05-12

XLU ST SR UTL SL SE SPDR ETF-USD3.1K shares-93.55%2026-03-312026-05-12

TMUS T-MOBILE US INC674 shares-91.30%2026-03-312026-05-12

IVE ISHARES S&P 500 VALUE ETF657 shares-96.52%2026-03-312026-05-12

PEG PUBLIC SERVICE ENTERPRISE GP1.7K shares-93.14%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO2.2K shares-97.82%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC460 shares-99.18%2026-03-312026-05-12

LH LABCORP HOLDINGS INC504 shares-87.65%2026-03-312026-05-12

Sponsored

WAT WATERS CORP438 shares-73.73%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP2.0K shares-98.46%2026-03-312026-05-12

DSI ISHARES ESG MSCI KLD 400 ETF1.0K shares-76.55%2026-03-312026-05-12

SBUX STARBUCKS CORP1.3K shares-97.38%2026-03-312026-05-12

FDX FEDEX CORP331 shares-94.34%2026-03-312026-05-12

MAR MARRIOTT INTERNATIONAL -CL A354 shares-95.09%2026-03-312026-05-12

MPC MARATHON PETROLEUM CORP COM467 shares-95.67%2026-03-312026-05-12

DOW DOW INC2.7K shares-78.29%2026-03-312026-05-12

Sponsored

SPG SIMON PROPERTY GROUP INC596 shares-75.18%2026-03-312026-05-12

NKE NIKE INC -CL B2.0K shares-94.80%2026-03-312026-05-12

GWW WW GRAINGER INC95 shares-87.57%2026-03-312026-05-12

YUM YUM BRANDS INC664 shares-93.20%2026-03-312026-05-12

COP CONOCOPHILLIPS776 shares-98.67%2026-03-312026-05-12

XLK SS TECHNOLOGY SELECT SECTOR764 shares-99.58%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP471 shares-98.65%2026-03-312026-05-12

XPO XPO INC517 shares-91.73%2026-03-312026-05-12

Sponsored

MU MICRON TECHNOLOGY INC294 shares-99.08%2026-03-312026-05-12

PGR PROGRESSIVE CORP491 shares-92.54%2026-03-312026-05-12

SRE SEMPRA996 shares-86.99%2026-03-312026-05-12

OGE OGE ENERGY CORP2.0K shares-85.73%2026-03-312026-05-12

AIG AMERICAN INTERNATIONAL GROUP1.3K shares-78.97%2026-03-312026-05-12

HPE HEWLETT PACKARD ENTERPRISE4.0K shares-73.63%2026-03-312026-05-12

ASML ASML HOLDING NV-NY REG SHS72 shares-95.51%2026-03-312026-05-12

CRM SALESFORCE INC506 shares-99.45%2026-03-312026-05-12

Sponsored

NYF ISHARES NEW YORK MUNI BOND E1.7K shares-99.84%2026-03-312026-05-12

XLF SS FINANCIAL SELECT SECTOR1.8K shares-98.13%2026-03-312026-05-12

SHW SHERWIN-WILLIAMS CO/THE276 shares-97.63%2026-03-312026-05-12

IJS ISHARES S&P SMALL-CAP 600 VA740 shares-93.52%2026-03-312026-05-12

WELL WELLTOWER INC443 shares-99.20%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC745 shares-89.23%2026-03-312026-05-12

CB CHUBB LTD261 shares-97.94%2026-03-312026-05-12

XLE SS ENERGY SELECT SECTOR1.4K shares-95.66%2026-03-312026-05-12

Sponsored

LHX L3HARRIS TECHNOLOGIES INC240 shares-93.95%2026-03-312026-05-12

SHOP SHOPIFY INC - CLASS A691 shares-98.25%2026-03-312026-05-12

VMBS VANGUARD MORTGAGE-BACKED SEC1.7K shares-88.21%2026-03-312026-05-12

AFL AFLAC INC727 shares-97.34%2026-03-312026-05-12

CMBS ISHARES CMBS ETF1.5K shares-97.70%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS416 shares-97.43%2026-03-312026-05-12

HEFA ISHA CURR HEDGED MSCI EAFE1.7K shares-99.43%2026-03-312026-05-12

USB US BANCORP1.3K shares-97.32%2026-03-312026-05-12

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.5K shares-89.60%2026-03-312026-05-12

PYPL PAYPAL HOLDINGS INC1.5K shares-89.15%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC155 shares-96.63%2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC2.4K shares-89.91%2026-03-312026-05-12

ADSK AUTODESK INC257 shares-89.77%2026-03-312026-05-12

SDY SS SPDR S&P DIVIDEND ETF418 shares-97.17%2026-03-312026-05-12

ZTS ZOETIS INC516 shares-96.08%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGY840 shares-89.38%2026-03-312026-05-12

Sponsored

APD AIR PRODUCTS & CHEMICALS INC205 shares-98.12%2026-03-312026-05-12

EOG EOG RESOURCES INC394 shares-97.08%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC287 shares-81.77%2026-03-312026-05-12

VMC VULCAN MATERIALS CO206 sharesnew addition2026-03-312026-05-12

SCHD SCHWAB US DVD EQUITY ETF1.8K shares-96.79%2026-03-312026-05-12

CCK CROWN HOLDINGS INC535 shares-82.19%2026-03-312026-05-12

SOLV SOLVENTUM CORP799 shares-85.03%2026-03-312026-05-12

HP INC HP INC2.6K shares-83.47%2026-03-312026-05-12

Sponsored

TFC TRUIST FINANCIAL CORP1.1K shares-96.28%2026-03-312026-05-12

NET CLOUDFLARE INC - CLASS A239 shares-99.13%2026-03-312026-05-12

PSX PHILLIPS 66270 shares-98.41%2026-03-312026-05-12

GIS GENERAL MILLS INC1.2K shares-93.99%2026-03-312026-05-12

CVS CVS HEALTH CORP623 shares-97.81%2026-03-312026-05-12

QCOM QUALCOMM INC342 shares-99.21%2026-03-312026-05-12

EXC EXELON CORP884 shares-94.44%2026-03-312026-05-12

ET ENERGY TRANSFER LP2.2K shares-85.12%2026-03-312026-05-12

Sponsored

CHKP CHECK POINT SOFTWARE TECH300 shares-81.17%2026-03-312026-05-12

OXY OCCIDENTAL PETROLEUM CORP650 sharesnew addition2026-03-312026-05-12

IJT ISHARES S&P SMALL-CAP 600 GR290 shares-96.17%2026-03-312026-05-12

OEF ISHARES S&P 100 ETF125 shares-97.68%2026-03-312026-05-12

SOLSTICE ADV MATERIALS INC SOLSTICE ADV MATERIALS INC498 shares-95.74%2026-03-312026-05-12

WM WASTE MANAGEMENT INC164 shares-99.11%2026-03-312026-05-12

XLV SS HEALTH CARE SELECT SECTOR250 shares-98.58%2026-03-312026-05-12

SW SMURFIT WESTROCK PLC899 shares-99.60%2026-03-312026-05-12

Sponsored

ECL ECOLAB INC134 shares-97.82%2026-03-312026-05-12

SNPS SYNOPSYS INC88 shares-98.10%2026-03-312026-05-12

VGT VANGUARD INFO TECH ETF50 shares-99.89%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC307 shares-98.51%2026-03-312026-05-12

TROW T ROWE PRICE GROUP INC384 shares-89.65%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC81 shares-98.59%2026-03-312026-05-12

AMT AMERICAN TOWER CORP181 shares-97.32%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC305 shares-99.28%2026-03-312026-05-12

Sponsored

KMB KIMBERLY-CLARK CORP310 shares-98.70%2026-03-312026-05-12

VLO VALERO ENERGY CORP120 shares-96.96%2026-03-312026-05-12

EBAY EBAY INC325 shares-94.35%2026-03-312026-05-12

SNOW SNOWFLAKE INC196 shares-99.87%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP85 shares-98.56%2026-03-312026-05-12

NSC NORFOLK SOUTHERN CORP100 shares-99.51%2026-03-312026-05-12

UPS UNITED PARCEL SERVICE-CL B285 shares-97.11%2026-03-312026-05-12

AME AMETEK INC129 shares-99.35%2026-03-312026-05-12

Sponsored

TPL TEXAS PACIFIC LAND CORP57 shares-99.82%2026-03-312026-05-12

GXO GXO LOGISTICS INC517 shares-89.81%2026-03-312026-05-12

KKR & CO INC KKR & CO INC281 shares-99.43%2026-03-312026-05-12

CEG CONSTELLATION ENERGY89 shares-98.46%2026-03-312026-05-12

OKE ONEOK INC267 shares-95.89%2026-03-312026-05-12

SLV ISHARES SILVER TRUST350 shares-92.09%2026-03-312026-05-12

BK BANK OF NEW YORK MELLON CORP200 shares-99.23%2026-03-312026-05-12

VAW VANGUARD MATERIALS ETF104 shares-94.88%2026-03-312026-05-12

Sponsored

CNI CANADIAN NATL RAILWAY CO227 shares-94.40%2026-03-312026-05-12

D DOMINION RESOURCES INC/VA367 shares-99.06%2026-03-312026-05-12

YUMC YUM CHINA HOLDINGS INC459 shares-92.24%2026-03-312026-05-12

NFG NATIONAL FUEL GAS CO234 sharesnew addition2026-03-312026-05-12

SJM JM SMUCKER CO/THE213 sharesnew addition2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC102 sharesnew addition2026-03-312026-05-12

NVS NOVARTIS AG-SPONSORED ADR123 shares-98.54%2026-03-312026-05-12

TEVA TEVA PHARMACEUTICAL-SP ADR576 shares-99.86%2026-03-312026-05-12

Sponsored

UBER UBER TECHNOLOGIES INC233 shares-99.64%2026-03-312026-05-12

CENCORA INC CENCORA INC52 shares-99.43%2026-03-312026-05-12

SYY SYSCO CORP200 shares-99.19%2026-03-312026-05-12

PPG PPG INDUSTRIES INC118 shares-99.33%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC59 shares-98.39%2026-03-312026-05-12

XLP SS CONSUMER STAPLES SEL SECT149 shares-99.54%2026-03-312026-05-12

CME CME GROUP INC39 shares-99.94%2026-03-312026-05-12

F FORD MOTOR CO996 shares-97.30%2026-03-312026-05-12

Sponsored

MET METLIFE INC150 shares-98.53%2026-03-312026-05-12

VTRS VIATRIS INC770 shares-94.09%2026-03-312026-05-12

VLTO VERALTO CORP102 shares-97.72%2026-03-312026-05-12

SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS20 shares-99.34%2026-03-312026-05-12

DELL DELL TECHNOLOGIES -C47 shares-99.35%2026-03-312026-05-12

TOL TOLL BROTHERS INC54 sharesnew addition2026-03-312026-05-12

O REALTY INCOME CORP114 shares-99.47%2026-03-312026-05-12

IR INGERSOLL RAND INC81 shares-99.50%2026-03-312026-05-12

Sponsored

MNST MONSTER BEVERAGE CORP89 shares-98.03%2026-03-312026-05-12

LUV SOUTHWEST AIRLINES CO150 shares-98.63%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC12 shares-99.77%2026-03-312026-05-12

ESGV VANGUARD ESG US STOCK ETF45 shares-99.15%2026-03-312026-05-12

ABNB AIRBNB INC-CLASS A40 shares-99.32%2026-03-312026-05-12

ULTA ULTA BEAUTY INC9 shares-99.07%2026-03-312026-05-12

ROST ROSS STORES INC21 shares-99.74%2026-03-312026-05-12

SCHW SCHWAB (CHARLES) CORP47 shares-99.93%2026-03-312026-05-12

Sponsored

CSX CSX CORP106 shares-99.92%2026-03-312026-05-12

STZ CONSTELLATION BRANDS INC-A29 shares-98.79%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC46 shares-99.66%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION30 shares-99.76%2026-03-312026-05-12

URI UNITED RENTALS INC5 shares-99.73%2026-03-312026-05-12

AWK AMERICAN WATER WORKS CO INC23 shares-99.24%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC7 shares-99.61%2026-03-312026-05-12

DOV DOVER CORP10 shares-99.85%2026-03-312026-05-12

Sponsored

CPRT COPART INC59 shares-99.62%2026-03-312026-05-12

CMG CHIPOTLE MEXICAN GRILL INC50 shares-99.66%2026-03-312026-05-12

BP BP PLC-SPONS ADR24 shares-99.89%2026-03-312026-05-12

VPU VANGUARD UTILITIES ETF4 shares-99.92%2026-03-312026-05-12

NVT NVENT ELECTRIC PLC6 shares-99.87%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN4 shares-99.96%2026-03-312026-05-12

IEFA

ISHARES CORE MSCI EAFE ETF

-96.69%

Shares1.5M

Event2026-03-31

Filed2026-05-12

VANGUARD S&P 500 ETF

-82.15%

Shares132.2K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD GROWTH ETF

-96.24%

Shares135.6K

Event2026-03-31

Filed2026-05-12

MBB

ISHARES MBS ETF

-97.61%

Shares622.8K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES CORE MSCI EMERGING

-97.47%

Shares820.5K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD VALUE ETF

-95.91%

Shares291.7K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD FTSE DEVELOPED ETF

-95.93%

Shares831.8K

Event2026-03-31

Filed2026-05-12

IWY

ISHARES RUSSELL TOP 200 GROW

-96.47%

Shares207.5K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD RUSSELL 1000 VALUE

-88.49%

Shares543.9K

Event2026-03-31

Filed2026-05-12

SPDW

STE STR SPDR PT DW EU ETF

-92.82%

Shares976.7K

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD RUSSELL 1000 GROWTH

-91.93%

Shares386.2K

Event2026-03-31

Filed2026-05-12

IWX

ISHARES RUSSELL TOP 200 VALU

-96.69%

Shares408.6K

Event2026-03-31

Filed2026-05-12

VANGUARD LARGE-CAP ETF

-80.42%

Shares116.9K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES CORE S&P 500 ETF

-91.47%

Shares50.6K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES RUSSELL MID-CAP ETF

-89.76%

Shares329.5K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES RUSSELL MID-CAP VALU

-93.57%

Shares216.6K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES CORE U.S. AGGREGATE

-96.52%

Shares297.9K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES NATIONAL MUNI BOND E

-95.25%

Shares272.6K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD TOTAL BOND MARKET

-84.04%

Shares370.0K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-96.19%

Shares532.4K

Event2026-03-31

Filed2026-05-12

VANGUARD MID-CAP ETF

-94.17%

Shares87.2K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD TOTAL STOCK MKT ETF

-91.54%

Shares63.6K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES RUSSELL MID-CAP GROW

-93.38%

Shares156.9K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD FTSE EMERGING MARKE

-95.88%

Shares344.8K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-96.10%

Shares72.0K

Event2026-03-31

Filed2026-05-12

IQLT

ISHARES MSCI INTERNATIONAL Q

-92.04%

Shares367.5K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES RUSSELL 1000 GROWTH

-97.90%

Shares38.9K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES RUSSELL 1000 ETF

-93.30%

Shares45.8K

Event2026-03-31

Filed2026-05-12

SPEM

STATE STREET SP PTF EM ETF

-92.71%

Shares335.4K

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES MSCI EAFE SMALL-CAP

-98.73%

Shares196.5K

Event2026-03-31

Filed2026-05-12

USIG

ISHARES BROAD USD INVESTMENT

-98.90%

Shares280.8K

Event2026-03-31

Filed2026-05-12

SCHC

SCHWAB INTL SMALL-CAP EQUITY

-92.79%

Shares301.2K

Event2026-03-31

Filed2026-05-12

VANGUARD SMALL-CAP ETF

-94.28%

Shares51.2K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES RUSSELL 2000 VALUE E

-97.56%

Shares67.0K

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD MID-CAP VALUE ETF

-96.11%

Shares67.6K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES CORE S&P MIDCAP ETF

-83.68%

Shares182.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC-CL A

-95.79%

Shares40.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-95.85%

Shares31.5K

Event2026-03-31

Filed2026-05-12

IWO

ISHARES RUSSELL 2000 GROWTH

-97.38%

Shares35.6K

Event2026-03-31

Filed2026-05-12

GOVT

ISHARES US TREASURY BOND ETF

-98.64%

Shares485.1K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES RUSSELL 2000 ETF

-92.09%

Shares44.7K

Event2026-03-31

Filed2026-05-12

EMB

ISHARES JP MORGAN USD EMERGI

-95.01%

Shares113.2K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD SMALL-CAP VALUE ETF

-93.91%

Shares45.2K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES CORE S&P SMALL-CAP E

-84.19%

Shares71.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORP

-96.63%

Shares49.2K

Event2026-03-31

Filed2026-05-12

USHY

ISHARES BROAD USD HIGH YIELD

-97.63%

Shares231.4K

Event2026-03-31

Filed2026-05-12

SPYG

SS SPDR P S&P 500 GROWTH ETF

-95.10%

Shares84.8K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES SHORT-TERM NATIONAL

-94.22%

Shares74.4K

Event2026-03-31

Filed2026-05-12

SPYV

SS SPDR P S&P 500 VALUE ETF

-96.33%

Shares138.4K

Event2026-03-31

Filed2026-05-12

AVUV

AVANTIS US SMALL CAP VALUE

-40.95%

Shares66.7K

Event2026-03-31

Filed2026-05-12

NULG

NUVEEN ESG LRG-CAP GRW ETF

-97.07%

Shares77.4K

Event2026-03-31

Filed2026-05-12

STPZ

PIMCO 1-5 YEAR US TIPS INDEX

-46.54%

Shares117.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON.COM INC

-96.54%

Shares29.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC-CL C

-93.04%

Shares20.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-96.01%

Shares19.4K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TRUST

-90.89%

Shares64.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC-CL B

-94.85%

Shares11.6K

Event2026-03-31

Filed2026-05-12

NULV

NUVEEN ESG LARGE-CAP VAL ETF

-97.49%

Shares122.0K

Event2026-03-31

Filed2026-05-12

SPY

SS SPDR S&P 500 ETF TRUST-US

-96.82%

Shares8.5K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-93.43%

Shares30.1K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES MSCI USA QUALITY FAC

-91.84%

Shares25.9K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD SMALL-CAP GRWTH ETF

-96.18%

Shares16.4K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES RUSSELL 1000 VALUE E

-98.04%

Shares22.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-94.37%

Shares19.0K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES 1-3 YEAR TREASURY BO

-51.67%

Shares54.1K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD TOTAL INTL BOND ETF

-96.36%

Shares89.7K

Event2026-03-31

Filed2026-05-12

SLQD

ISHARES 0-5 YR INV GRD CORP

-70.01%

Shares84.1K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD MID-CAP GROWTH ETF

-97.32%

Shares16.4K

Event2026-03-31

Filed2026-05-12

EMLC

VANECK JPM EM LOCAL CURR BND

-91.70%

Shares162.2K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES MSCI EAFE VALUE ETF

-97.85%

Shares51.2K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-96.79%

Shares12.2K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES MSCI EAFE ETF

-95.76%

Shares38.1K

Event2026-03-31

Filed2026-05-12