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

Currently, Topsail Wealth Management, LLC holds 294 types of securities in its portfolio with a total value $677.9M. In the most recent quarter, they have increased their positions in VCRM (+57.3K shares, valued at $4.3M), DFUS (+24.3K shares, valued at $1.7M), VCIT (+13.1K shares, valued at $1.1M); decreased their positions in N/A (-11.1K shares, valued at $586.6K), VEU (-4.7K shares, valued at $351.0K), VTI (-830 shares, valued at $266.3K); initiated new positions in VPLS (+6.4K shares, valued at $495.6K), PWR (+465 shares, valued at $255.3K), DCOR (+3.2K shares, valued at $229.7K).

1M P&L

+13.5M+2.08%

3M P&L

+6.6M+1.00%

HY P&L

+35.2M+5.60%

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/A513.7M

84.0%

2Insurance - Property & Casualty46.8M

7.7%

3Software - Infrastructure7.0M

1.1%

Top Industries by Stock Count

1N/A208 stocks

75.6%

2Semiconductors4 stocks

1.5%

3Drug Manufacturers - General3 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS507.2K shares-0.16%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS1.1M shares-0.47%2026-03-312026-04-21

VXUS VANGUARD STAR FDS688.4K shares2.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS85.2K shares-0.12%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F644.3K shares-0.72%2026-03-312026-04-21

CINF CINCINNATI FINL CORP297.6K shares0.00%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS384.2K shares17.53%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS265.5K shares-0.06%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS199.6K shares7.00%2026-03-312026-04-21

VXF VANGUARD INDEX FDS68.9K shares0.02%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS178.4K shares4.87%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS202.0K shares-0.94%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST126.2K shares23.79%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T12.5K shares0.00%2026-03-312026-04-21

AAPL APPLE INC26.1K shares1.31%2026-03-312026-04-21

MSFT MICROSOFT CORP17.2K shares-1.87%2026-03-312026-04-21

Sponsored

VTES VANGUARD WELLINGTON FD51.1K shares0.00%2026-03-312026-04-21

MUB ISHARES TR40.7K shares21.09%2026-03-312026-04-21

MGC VANGUARD WORLD FD13.9K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC11.0K shares-0.51%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR121.0K shares0.19%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST83.1K shares5.92%2026-03-312026-04-21

AMZN AMAZON COM INC12.2K shares2.66%2026-03-312026-04-21

Sponsored

VSDM VANGUARD MUN BD FDS32.3K shares0.39%2026-03-312026-04-21

EFA ISHARES TR24.3K shares0.41%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS29.6K shares0.37%2026-03-312026-04-21

VTV VANGUARD INDEX FDS11.7K shares-0.04%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 403.6K shares2.01%2026-03-312026-04-21

V VISA INC7.2K shares2.72%2026-03-312026-04-21

NVDA NVIDIA CORPORATION12.5K shares0.21%2026-03-312026-04-21

IWM ISHARES TR8.3K shares0.39%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO7.0K shares2.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR3.4K shares0.00%2026-03-312026-04-21

VBR VANGUARD INDEX FDS9.1K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC3.4K shares1.11%2026-03-312026-04-21

VCRB VANGUARD MALVERN FDS24.6K shares2.11%2026-03-312026-04-21

PG PROCTER & GAMBLE CO13.0K shares2.59%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD24.0K shares3.06%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.0K shares5.04%2026-03-312026-04-21

Sponsored

TXN TEXAS INSTRS INC7.8K shares-0.01%2026-03-312026-04-21

ACWX ISHARES TR21.9K shares0.00%2026-03-312026-04-21

VCLT VANGUARD SCOTTSDALE FDS19.5K shares0.87%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F26.1K shares-9.49%2026-03-312026-04-21

VB VANGUARD INDEX FDS5.3K shares-6.81%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares12.26%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.3K shares-0.09%2026-03-312026-04-21

APH AMPHENOL CORP9.2K shares2.16%2026-03-312026-04-21

Sponsored

DFAI DIMENSIONAL ETF TRUST29.0K shares2.80%2026-03-312026-04-21

VTC VANGUARD SCOTTSDALE FDS14.7K shares-0.85%2026-03-312026-04-21

IWF ISHARES TR2.5K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC4.6K shares0.04%2026-03-312026-04-21

VGT VANGUARD WORLD FD1.4K shares0.07%2026-03-312026-04-21

FV FIRST TR EXCHANGE TRADED FD15.6K shares2.14%2026-03-312026-04-21

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.6K shares-38.63%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD19.8K shares3.38%2026-03-312026-04-21

Sponsored

IJK ISHARES TR8.7K shares0.00%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.5K shares0.00%2026-03-312026-04-21

HD HOME DEPOT INC2.6K shares5.28%2026-03-312026-04-21

IWB ISHARES TR2.3K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO884 shares-9.80%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS3.6K shares-1.33%2026-03-312026-04-21

WMT WALMART INC6.1K shares11.11%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP1.2K shares7.05%2026-03-312026-04-21

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD3.1K shares-1.27%2026-03-312026-04-21

IWV ISHARES TR1.9K shares0.00%2026-03-312026-04-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC15.0K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC2.5K shares0.69%2026-03-312026-04-21

MCD MCDONALDS CORP2.1K shares0.72%2026-03-312026-04-21

XOM EXXON MOBIL CORP3.8K shares-4.83%2026-03-312026-04-21

DOW DOW HLDGS INC15.2K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC5.1K shares0.00%2026-03-312026-04-21

Sponsored

MS MORGAN STANLEY3.7K shares0.00%2026-03-312026-04-21

BSJT INVESCO EXCH TRD SLF IDX FD27.9K shares6.53%2026-03-312026-04-21

GAMB GAMBLING COM GROUP LIMITED148.5K shares0.00%2026-03-312026-04-21

IWP ISHARES TR4.2K shares-0.35%2026-03-312026-04-21

RTX RTX CORPORATION2.8K shares0.00%2026-03-312026-04-21

IDXX IDEXX LABS INC950 shares0.53%2026-03-312026-04-21

MDYV SPDR SERIES TRUST5.9K shares4.59%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.6K shares1.50%2026-03-312026-04-21

Sponsored

VPLS VANGUARD MALVERN FDS6.4K sharesnew addition2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD9.7K shares-0.51%2026-03-312026-04-21

BSJS INVESCO EXCH TRD SLF IDX FD22.6K shares6.81%2026-03-312026-04-21

FDD FIRST TR EXCHANGE-TRADED FD27.4K shares35.95%2026-03-312026-04-21

IJJ ISHARES TR3.7K shares0.00%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR3.6K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC498 shares-8.46%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS1.7K shares-22.85%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC968 shares8.89%2026-03-312026-04-21

NEE NEXTERA ENERGY INC5.1K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.6K shares5.86%2026-03-312026-04-21

BSJR INVESCO EXCH TRD SLF IDX FD20.3K shares0.00%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC3.9K shares-1.50%2026-03-312026-04-21

IWS ISHARES TR3.1K shares0.00%2026-03-312026-04-21

CSCO CISCO SYS INC5.7K shares-6.17%2026-03-312026-04-21

Sponsored

DFAC DIMENSIONAL ETF TRUST11.4K shares11307.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR14.1K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION430 shares40.98%2026-03-312026-04-21

GEV GE VERNOVA INC484 shares22.84%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.7K shares-34.53%2026-03-312026-04-21

SOXQ INVESCO EXCH TRADED FD TR II6.9K shares0.36%2026-03-312026-04-21

SLYV SPDR SERIES TRUST4.4K shares8.43%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC479 shares0.00%2026-03-312026-04-21

Sponsored

BSV VANGUARD BD INDEX FDS5.1K shares0.62%2026-03-312026-04-21

ENB ENBRIDGE INC7.3K shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP8.1K shares16.31%2026-03-312026-04-21

KO COCA COLA CO5.1K shares1.92%2026-03-312026-04-21

CWB SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-04-21

ASML ASML HLDG NV295 shares0.00%2026-03-312026-04-21

VGLT VANGUARD SCOTTSDALE FDS6.9K shares-4.26%2026-03-312026-04-21

NKE NIKE INC7.0K shares-20.10%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC869 shares-1.03%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-1.37%2026-03-312026-04-21

ABT ABBOTT LABORATORIES3.5K shares-2.74%2026-03-312026-04-21

BSJU INVESCO EXCH TRD SLF IDX FD14.1K shares26.80%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K shares6.78%2026-03-312026-04-21

CRH PLC CRH PLC3.4K shares-0.15%2026-03-312026-04-21

FPE FIRST TR EXCH TRADED FD III19.8K shares-2.23%2026-03-312026-04-21

AGG ISHARES TR3.4K shares0.65%2026-03-312026-04-21

Sponsored

SPYG SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares5.09%2026-03-312026-04-21

PEP PEPSICO INC2.1K shares0.14%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC975 shares10.42%2026-03-312026-04-21

KNG FIRST TR EXCHANGE-TRADED FD6.6K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC2.2K shares4.10%2026-03-312026-04-21

MA MASTERCARD INCORPORATED628 shares14.81%2026-03-312026-04-21

DLTR DOLLAR TREE INC2.8K shares0.00%2026-03-312026-04-21

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.7K shares-0.33%2026-03-312026-04-21

QCOM QUALCOMM INC2.3K shares-10.44%2026-03-312026-04-21

AMAT APPLIED MATLS INC855 shares-20.54%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION2.2K shares0.00%2026-03-312026-04-21

HON HONEYWELL INTL INC1.2K shares10.82%2026-03-312026-04-21

ORCL ORACLE CORP1.9K shares4.16%2026-03-312026-04-21

UNP UNION PAC CORP1.1K shares17.03%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO3.2K shares0.25%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC1.1K shares4.71%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC574 shares1.95%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP386 shares0.00%2026-03-312026-04-21

TSLA TESLA INC706 shares5.85%2026-03-312026-04-21

CAT CATERPILLAR INC366 shares0.00%2026-03-312026-04-21

PWR QUANTA SVCS INC465 sharesnew addition2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND550 shares0.00%2026-03-312026-04-21

IJH ISHARES TR3.7K shares0.05%2026-03-312026-04-21

Sponsored

SHM SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-04-21

FAUG FIRST TR EXCHNG TRADED FD VI4.8K shares0.00%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I830 shares0.24%2026-03-312026-04-21

QTEC FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.4K shares8.24%2026-03-312026-04-21

VWOB VANGUARD WHITEHALL FDS3.6K shares0.83%2026-03-312026-04-21

DCOR DIMENSIONAL ETF TRUST3.2K sharesnew addition2026-03-312026-04-21

MCK MCKESSON CORP263 shares0.77%2026-03-312026-04-21

Sponsored

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORP3.2K shares0.00%2026-03-312026-04-21

BAC-PL BANK AMERICA CORP189 shares0.00%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP768 shares0.00%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR7.1K shares0.00%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2026-03-312026-04-21

MDYG SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-04-21

DE DEERE & CO385 sharesnew addition2026-03-312026-04-21

Sponsored

CRM SALESFORCE INC1.2K shares25.84%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST6.1K shares116.69%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR7.4K shares0.00%2026-03-312026-04-21

CMCSA COMCAST CORP NEW7.4K shares1.71%2026-03-312026-04-21

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-04-21

IJR ISHARES TR1.7K shares0.06%2026-03-312026-04-21

WM WASTE MGMT INC DEL904 sharesnew addition2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS4.4K shares2.32%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR470 sharesnew addition2026-03-312026-04-21

IWR ISHARES TR2.1K shares0.00%2026-03-312026-04-21

SPYV SPDR SERIES TRUST3.5K shares5.34%2026-03-312026-04-21

IFV FIRST TR EXCHANGE TRADED FD7.2K shares0.00%2026-03-312026-04-21

FEP FIRST TR EXCH TRD ALPHDX FD3.0K shares0.00%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR3.5K shares0.00%2026-03-312026-04-21

IWN ISHARES TR823 shares0.00%2026-03-312026-04-21

SLYG SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-21

Sponsored

QMAG FIRST TR EXCHNG TRADED FD VI6.5K shares0.00%2026-03-312026-04-21

EEM ISHARES TR2.7K shares0.00%2026-03-312026-04-21

SDY SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-04-21

FXH FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-03-312026-04-21

QSPT FIRST TR EXCHNG TRADED FD VI4.3K shares0.00%2026-03-312026-04-21

RDVI FIRST TR EXCHANGE-TRADED FD5.1K shares103.76%2026-03-312026-04-21

IVE ISHARES TR604 shares0.00%2026-03-312026-04-21

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST2.7K sharesnew addition2026-03-312026-04-21

IVV ISHARES TR174 shares0.00%2026-03-312026-04-21

FTCB FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-21

SPSM SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-21

GDEC FIRST TR EXCHNG TRADED FD VI2.8K shares0.00%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-04-21

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-04-21

DFEM DIMENSIONAL ETF TRUST2.9K shares113.63%2026-03-312026-04-21

FDT FIRST TR EXCH TRD ALPHDX FD1.1K shares55.79%2026-03-312026-04-21

FXD FIRST TR EXCHANGE-TRADED FD1.5K shares-36.08%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS1.6K shares-9.55%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST1.9K sharesnew addition2026-03-312026-04-21

QJUN FIRST TR EXCHNG TRADED FD VI2.8K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-04-21

Sponsored

IJT ISHARES TR576 shares0.00%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST1.9K sharesnew addition2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS842 shares-32.91%2026-03-312026-04-21

EMLP FIRST TR EXCHANGE-TRADED FD1.8K shares0.00%2026-03-312026-04-21

HYLS FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-04-21

IWD ISHARES TR349 shares0.00%2026-03-312026-04-21

DSEP FIRST TR EXCHNG TRADED FD VI1.6K shares-0.12%2026-03-312026-04-21

SKYY FIRST TR EXCHANGE-TRADED FD623 shares0.00%2026-03-312026-04-21

Sponsored

IJS ISHARES TR532 shares0.00%2026-03-312026-04-21

WCME FIRST TR EXCHANGE-TRADED FD3.7K shares2366.67%2026-03-312026-04-21

WCMI FIRST TR EXCHANGE-TRADED FD3.6K shares2300.00%2026-03-312026-04-21

QDEC FIRST TR EXCHNG TRADED FD VI1.9K shares0.00%2026-03-312026-04-21

BSCR INVESCO EXCH TRD SLF IDX FD3.0K shares0.00%2026-03-312026-04-21

FXN FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-04-21

FSEP FIRST TR EXCHNG TRADED FD VI1.1K shares0.00%2026-03-312026-04-21

PFF ISHARES TR1.9K shares0.00%2026-03-312026-04-21

Sponsored

DGCB DIMENSIONAL ETF TRUST1.0K sharesnew addition2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST1.6K shares42.40%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST1.5K sharesnew addition2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST1.4K sharesnew addition2026-03-312026-04-21

FXU FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-04-21

DNOV FIRST TR EXCHNG TRADED FD VI1.0K shares0.00%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F575 shares0.00%2026-03-312026-04-21

DJUN FIRST TR EXCHNG TRADED FD VI1.0K shares0.00%2026-03-312026-04-21

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD2.4K shares60.00%2026-03-312026-04-21

DFGX DIMENSIONAL ETF TRUST846 sharesnew addition2026-03-312026-04-21

RFG INVESCO EXCHANGE TRADED FD T750 shares0.00%2026-03-312026-04-21

FFEB FIRST TR EXCHNG TRADED FD VI650 shares0.00%2026-03-312026-04-21

PSK SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-04-21

VOT VANGUARD INDEX FDS138 shares0.00%2026-03-312026-04-21

BSCS INVESCO EXCH TRD SLF IDX FD1.7K shares30.08%2026-03-312026-04-21

DAUG FIRST TR EXCHNG TRADED FD VI800 shares0.00%2026-03-312026-04-21

Sponsored

DFLV DIMENSIONAL ETF TRUST958 shares0.00%2026-03-312026-04-21

QCOC FIRST TR EXCHNG TRADED FD VI1.5K shares0.00%2026-03-312026-04-21

GFEB FIRST TR EXCHNG TRADED FD VI790 sharesnew addition2026-03-312026-04-21

GNOV FIRST TR EXCHNG TRADED FD VI800 shares0.00%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR210 shares0.00%2026-03-312026-04-21

VTHR VANGUARD SCOTTSDALE FDS101 shares0.00%2026-03-312026-04-21

SPTM SPDR SERIES TRUST355 shares0.00%2026-03-312026-04-21

GAUG FIRST TR EXCHNG TRADED FD VI700 shares0.00%2026-03-312026-04-21

Sponsored

QMAR FIRST TR EXCHNG TRADED FD VI800 shares0.00%2026-03-312026-04-21

QMFE FIRST TR EXCHNG TRADED FD VI1.2K sharesnew addition2026-03-312026-04-21

SFEB FIRST TR EXCHNG TRADED FD VI1.1K sharesnew addition2026-03-312026-04-21

SNOV FIRST TR EXCHNG TRADED FD VI1.0K shares0.00%2026-03-312026-04-21

SOXX ISHARES TR75 shares0.00%2026-03-312026-04-21

DFGR DIMENSIONAL ETF TRUST908 sharesnew addition2026-03-312026-04-21

FOCT FIRST TR EXCHNG TRADED FD VI500 shares0.00%2026-03-312026-04-21

DJUL FIRST TR EXCHNG TRADED FD VI500 shares0.00%2026-03-312026-04-21

Sponsored

BSJV INVESCO EXCH TRD SLF IDX FD870 sharesnew addition2026-03-312026-04-21

DDEC FIRST TR EXCHNG TRADED FD VI500 shares0.00%2026-03-312026-04-21

VTWO VANGUARD SCOTTSDALE FDS215 shares0.00%2026-03-312026-04-21

WOOD ISHARES TR300 shares0.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS62 shares0.00%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR561 sharesnew addition2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR630 shares0.00%2026-03-312026-04-21

QCLN FIRST TR EXCHANGE-TRADED FD344 shares0.00%2026-03-312026-04-21

Sponsored

SPDW SPDR INDEX SHS FDS349 shares0.00%2026-03-312026-04-21

BSCU INVESCO EXCH TRD SLF IDX FD950 sharesnew addition2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST396 sharesnew addition2026-03-312026-04-21

SJNK SPDR SERIES TRUST600 shares-55.06%2026-03-312026-04-21

FTXO FIRST TR EXCHANGE TRADED FD400 shares0.00%2026-03-312026-04-21

IUSV ISHARES TR134 shares0.00%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST397 sharesnew addition2026-03-312026-04-21

USIG ISHARES TR256 shares0.00%2026-03-312026-04-21

Sponsored

OEF ISHARES TR40 shares0.00%2026-03-312026-04-21

BKLN INVESCO EXCH TRADED FD TR II560 shares0.00%2026-03-312026-04-21

SPMD SPDR SERIES TRUST189 shares0.00%2026-03-312026-04-21

FJUL FIRST TR EXCHNG TRADED FD VI200 shares0.00%2026-03-312026-04-21

FIIG FIRST TR EXCHANGE-TRADED FD450 shares0.00%2026-03-312026-04-21

DFEV DIMENSIONAL ETF TRUST247 sharesnew addition2026-03-312026-04-21

FXG FIRST TR EXCHANGE-TRADED FD135 shares0.00%2026-03-312026-04-21

DEHP DIMENSIONAL ETF TRUST247 sharesnew addition2026-03-312026-04-21

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD500 sharesnew addition2026-03-312026-04-21

DFEB FIRST TR EXCHNG TRADED FD VI168 shares0.00%2026-03-312026-04-21

FDEC FIRST TR EXCHNG TRADED FD VI125 shares0.00%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR224 shares0.00%2026-03-312026-04-21

EFV ISHARES TR67 shares0.00%2026-03-312026-04-21

TMAR FIRST TR EXCHNG TRADED FD VI200 shares0.00%2026-03-312026-04-21

EFG ISHARES TR36 shares0.00%2026-03-312026-04-21

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI150 shares0.00%2026-03-312026-04-21

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD150 shares0.00%2026-03-312026-04-21

DFIS DIMENSIONAL ETF TRUST71 shares0.00%2026-03-312026-04-21

SPYM SPDR SERIES TRUST31 shares0.00%2026-03-312026-04-21

MBB ISHARES TR24 shares0.00%2026-03-312026-04-21

ESGV VANGUARD WORLD FD20 shares0.00%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS33 shares0.00%2026-03-312026-04-21

ITOT ISHARES TR12 shares0.00%2026-03-312026-04-21

BNDW VANGUARD SCOTTSDALE FDS22 shares0.00%2026-03-312026-04-21

Sponsored

SCHF SCHWAB STRATEGIC TR60 sharesnew addition2026-03-312026-04-21

HYG ISHARES TR15 shares0.00%2026-03-312026-04-21

LQD ISHARES TR10 shares-93.59%2026-03-312026-04-21

VTWV VANGUARD SCOTTSDALE FDS5 sharesnew addition2026-03-312026-04-21

SHY ISHARES TR5 shares0.00%2026-03-312026-04-21

VOE VANGUARD INDEX FDS2 shares0.00%2026-03-312026-04-21

VTI

VANGUARD INDEX FDS

-0.16%

Shares507.2K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-0.47%

Shares1.1M

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

2.00%

Shares688.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.12%

Shares85.2K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

-0.72%

Shares644.3K

Event2026-03-31

Filed2026-04-21

CINF

CINCINNATI FINL CORP

0.00%

Shares297.6K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

17.53%

Shares384.2K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-0.06%

Shares265.5K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

7.00%

Shares199.6K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.02%

Shares68.9K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

4.87%

Shares178.4K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

-0.94%

Shares202.0K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

23.79%

Shares126.2K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.31%

Shares26.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.87%

Shares17.2K

Event2026-03-31

Filed2026-04-21

VTES

VANGUARD WELLINGTON FD

0.00%

Shares51.1K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

21.09%

Shares40.7K

Event2026-03-31

Filed2026-04-21

MGC

VANGUARD WORLD FD

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.51%

Shares11.0K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.19%

Shares121.0K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

5.92%

Shares83.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.66%

Shares12.2K

Event2026-03-31

Filed2026-04-21

VSDM

VANGUARD MUN BD FDS

0.39%

Shares32.3K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.41%

Shares24.3K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

0.37%

Shares29.6K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-0.04%

Shares11.7K

Event2026-03-31

Filed2026-04-21

MDY

STATE STR SPDR S&P MIDCAP 40

2.01%

Shares3.6K

Event2026-03-31

Filed2026-04-21

VISA INC

2.72%

Shares7.2K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.21%

Shares12.5K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.39%

Shares8.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

2.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-21