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The Analysis of Tortoise Investment Management, LLC's Holdings & P&L

Currently, Tortoise Investment Management, LLC holds 245 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in JMTG (+576.6K shares, valued at $29.4M), STIP (+273.7K shares, valued at $28.3M), VGIT (+276.3K shares, valued at $16.5M); decreased their positions in DMBS (-413.9K shares, valued at $20.4M), DGS (-154.2K shares, valued at $9.3M), JMST (-105.1K shares, valued at $5.4M); initiated new positions in N/A (+125.5K shares, valued at $5.9M), AVUQ (+18.5K shares, valued at $1.0M), VTHR (+3.3K shares, valued at $949.0K).

1M P&L

+22.4M+1.87%

3M P&L

+26.7M+2.24%

HY P&L

+87.1M+7.70%

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/A1.1B

95.7%

2Consumer Electronics12.9M

1.1%

3Insurance - Property & Casualty6.4M

0.5%

Top Industries by Stock Count

1N/A176 stocks

75.5%

2Drug Manufacturers - General3 stocks

1.3%

3Credit Services3 stocks

1.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR145.3K shares-1.16%2026-03-312026-05-05

STIP ISHARES TR840.2K shares48.32%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR392.3K shares9.14%2026-03-312026-05-05

BTT BLACKROCK MUN TARGET TERM TR1.4M shares2.94%2026-03-312026-05-05

JMTG J P MORGAN EXCHANGE TRADED F615.2K shares1491.41%2026-03-312026-05-05

JMUB J P MORGAN EXCHANGE TRADED F591.1K shares11.50%2026-03-312026-05-05

SGOV ISHARES TR288.8K shares1.06%2026-03-312026-05-05

MTBA SIMPLIFY EXCHANGE TRADED FUN515.2K shares9.46%2026-03-312026-05-05

Sponsored

SCHP SCHWAB STRATEGIC TR929.7K shares3.86%2026-03-312026-05-05

VGLT VANGUARD SCOTTSDALE FDS438.7K shares-0.00%2026-03-312026-05-05

IEMG ISHARES INC306.5K shares-0.75%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR745.9K shares5.80%2026-03-312026-05-05

DFAU DIMENSIONAL ETF TRUST401.1K shares8.99%2026-03-312026-05-05

VTV VANGUARD INDEX FDS89.1K shares0.99%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS283.5K shares3849.71%2026-03-312026-05-05

SCHC SCHWAB STRATEGIC TR360.6K shares1.04%2026-03-312026-05-05

Sponsored

BOXX EA SERIES TRUST144.8K shares15.54%2026-03-312026-05-05

IWB ISHARES TR47.0K shares-1.35%2026-03-312026-05-05

ITOT ISHARES TR115.3K shares-3.24%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T24.4K shares2.74%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS336.8K shares0.95%2026-03-312026-05-05

VBIL VANGUARD INSTL INDEX FD205.7K shares159.75%2026-03-312026-05-05

SPYM SPDR SERIES TRUST195.4K shares16.74%2026-03-312026-05-05

DCRE DOUBLELINE ETF TRUST271.8K shares2.60%2026-03-312026-05-05

Sponsored

IEFA ISHARES TR155.5K shares-1.85%2026-03-312026-05-05

CARY ANGEL OAK FUNDS TRUST662.6K shares2.27%2026-03-312026-05-05

AAPL APPLE INC50.8K shares-4.43%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS276.9K shares2.45%2026-03-312026-05-05

VTI VANGUARD INDEX FDS39.3K shares-0.60%2026-03-312026-05-05

IJR ISHARES TR99.0K shares-0.28%2026-03-312026-05-05

SCHH SCHWAB STRATEGIC TR561.3K shares7.14%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST308.6K shares6.42%2026-03-312026-05-05

Sponsored

DFAE DIMENSIONAL ETF TRUST351.3K shares3.40%2026-03-312026-05-05

BAB INVESCO EXCH TRADED FD TR II428.5K shares3.03%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST296.1K shares4.11%2026-03-312026-05-05

AVEE AMERICAN CENTY ETF TR180.7K shares1288.44%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS170.6K shares-0.17%2026-03-312026-05-05

SPSM SPDR SERIES TRUST221.4K shares6.60%2026-03-312026-05-05

MLN VANECK ETF TRUST596.9K shares16.24%2026-03-312026-05-05

IUSV ISHARES TR101.3K shares-2.31%2026-03-312026-05-05

Sponsored

VV VANGUARD INDEX FDS34.3K shares11.59%2026-03-312026-05-05

DFSV DIMENSIONAL ETF TRUST290.0K shares3.72%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F185.8K shares2.39%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR123.4K shares2.43%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST180.7K shares-0.49%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.7K shares-4.46%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR72.9K shares3.08%2026-03-312026-05-05

DGS WISDOMTREE TR131.1K shares-54.05%2026-03-312026-05-05

Sponsored

NUW NUVEEN AMT-FREE MUN VALUE FD525.1K shares-15.01%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR254.1K shares1.82%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST203.9K shares4.90%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST97.3K shares7.09%2026-03-312026-05-05

AVIV AMERICAN CENTY ETF TR91.3K shares-0.18%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST172.2K shares25.88%2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II267.8K shares3.59%2026-03-312026-05-05

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR125.5K sharesnew addition2026-03-312026-05-05

Sponsored

PGR PROGRESSIVE CORP29.7K shares-1.44%2026-03-312026-05-05

IVE ISHARES TR27.8K shares-3.25%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST78.9K shares1.07%2026-03-312026-05-05

NIM NUVEEN SELECT MAT MUN FD571.2K shares-7.68%2026-03-312026-05-05

MINO PIMCO ETF TR109.9K shares52.05%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR47.4K shares4.02%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F31.8K shares-2.01%2026-03-312026-05-05

NNY NUVEEN N Y MUN VALUE FD549.6K shares-17.01%2026-03-312026-05-05

Sponsored

IXUS ISHARES TR52.6K shares-1.89%2026-03-312026-05-05

VBR VANGUARD INDEX FDS20.4K shares-2.92%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND9.4K shares-8.27%2026-03-312026-05-05

AVES AMERICAN CENTY ETF TR67.7K shares-1.40%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS6.4K shares-3.62%2026-03-312026-05-05

TLT ISHARES TR44.1K shares3.46%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR146.3K shares-2.40%2026-03-312026-05-05

VB VANGUARD INDEX FDS13.7K shares3.81%2026-03-312026-05-05

Sponsored

AVDE AMERICAN CENTY ETF TR41.8K shares10.83%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS60.1K shares20.74%2026-03-312026-05-05

MSFT MICROSOFT CORP9.5K shares-0.75%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR139.0K shares-0.03%2026-03-312026-05-05

QUAL ISHARES TR17.8K shares8.40%2026-03-312026-05-05

EWX SPDR INDEX SHS FDS51.5K shares-16.56%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F44.2K shares-1.61%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS66.6K shares-0.60%2026-03-312026-05-05

Sponsored

DIHP DIMENSIONAL ETF TRUST102.3K shares0.00%2026-03-312026-05-05

LTPZ PIMCO ETF TR61.7K shares10.24%2026-03-312026-05-05

IJS ISHARES TR26.4K shares-0.21%2026-03-312026-05-05

SLYV SPDR SERIES TRUST32.3K shares-0.58%2026-03-312026-05-05

AVMU AMERICAN CENTY ETF TR63.6K shares69.30%2026-03-312026-05-05

AVLV AMERICAN CENTY ETF TR34.4K shares6.18%2026-03-312026-05-05

MUNY VANGUARD NY TAX FREE FDS26.8K shares99.23%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR84.7K shares1.46%2026-03-312026-05-05

Sponsored

SCHE SCHWAB STRATEGIC TR77.9K shares3.73%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F50.0K shares-67.77%2026-03-312026-05-05

LTBR LIGHTBRIDGE CORP215.9K shares0.00%2026-03-312026-05-05

WULF TERAWULF INC153.2K shares0.00%2026-03-312026-05-05

OEF ISHARES TR6.9K shares-0.43%2026-03-312026-05-05

PUTNAM ETF TRUST PUTNAM ETF TRUST278.9K shares904.81%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO7.3K shares-5.87%2026-03-312026-05-05

ESGV VANGUARD WORLD FD17.5K shares3.72%2026-03-312026-05-05

Sponsored

SCHO SCHWAB STRATEGIC TR76.1K shares-1.58%2026-03-312026-05-05

IJH ISHARES TR25.8K shares-0.54%2026-03-312026-05-05

SPTL SPDR SERIES TRUST66.2K shares-3.26%2026-03-312026-05-05

NVDA NVIDIA CORPORATION9.4K shares14.02%2026-03-312026-05-05

SCHR SCHWAB STRATEGIC TR64.9K shares32.10%2026-03-312026-05-05

FREL FIDELITY COVINGTON TRUST58.5K shares13.92%2026-03-312026-05-05

DMBS DOUBLELINE ETF TRUST31.9K shares-92.85%2026-03-312026-05-05

DEHP DIMENSIONAL ETF TRUST46.1K shares6.49%2026-03-312026-05-05

Sponsored

DISV DIMENSIONAL ETF TRUST38.9K shares0.52%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS17.2K shares-0.83%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-8.98%2026-03-312026-05-05

IWM ISHARES TR5.9K shares4.63%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION1.4K shares-10.51%2026-03-312026-05-05

EFA ISHARES TR14.6K shares-2.60%2026-03-312026-05-05

PZT INVESCO EXCH TRADED FD TR II62.6K shares16.79%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F9.8K shares0.14%2026-03-312026-05-05

Sponsored

DFIS DIMENSIONAL ETF TRUST40.3K shares18.07%2026-03-312026-05-05

VXUS VANGUARD STAR FDS17.5K shares-1.59%2026-03-312026-05-05

IWF ISHARES TR3.0K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC4.3K shares6.23%2026-03-312026-05-05

SCZ ISHARES TR15.6K shares-3.42%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST35.2K shares-4.28%2026-03-312026-05-05

AMZN AMAZON COM INC5.6K shares13.29%2026-03-312026-05-05

EEM ISHARES TR20.2K shares-5.61%2026-03-312026-05-05

Sponsored

LLY ELI LILLY & CO1.2K shares-15.38%2026-03-312026-05-05

DFIP DIMENSIONAL ETF TRUST26.9K shares0.00%2026-03-312026-05-05

HD HOME DEPOT INC3.4K shares0.09%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS21.4K shares0.00%2026-03-312026-05-05

AVUQ AMERICAN CENTY ETF TR18.5K sharesnew addition2026-03-312026-05-05

SPHQ INVESCO EXCHANGE TRADED FD T13.8K shares16.88%2026-03-312026-05-05

DLS WISDOMTREE TR12.6K shares-6.36%2026-03-312026-05-05

ALPHABET INC ALPHABET INC3.6K shares30.62%2026-03-312026-05-05

Sponsored

AVSC AMERICAN CENTY ETF TR15.9K shares0.00%2026-03-312026-05-05

EEMV ISHARES INC14.8K shares-4.74%2026-03-312026-05-05

VTHR VANGUARD SCOTTSDALE FDS3.3K sharesnew addition2026-03-312026-05-05

SPTM SPDR SERIES TRUST11.3K sharesnew addition2026-03-312026-05-05

MUB ISHARES TR8.3K shares-4.55%2026-03-312026-05-05

MEAR ISHARES U S ETF TR17.0K shares-72.34%2026-03-312026-05-05

MUNI PIMCO ETF TR15.9K shares39.51%2026-03-312026-05-05

XOM EXXON MOBIL CORP4.3K shares6.75%2026-03-312026-05-05

Sponsored

DNP DNP SELECT INCOME FD INC69.0K shares3.57%2026-03-312026-05-05

DFSU DIMENSIONAL ETF TRUST17.2K shares9.54%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS14.8K shares-29.50%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST18.8K shares59.29%2026-03-312026-05-05

IVW ISHARES TR5.7K shares0.03%2026-03-312026-05-05

ESGE ISHARES INC13.9K shares1.91%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.19%2026-03-312026-05-05

HEI.A HEICO CORP NEW2.9K shares0.07%2026-03-312026-05-05

Sponsored

MBB ISHARES TR6.5K shares-82.46%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.9K shares15.00%2026-03-312026-05-05

PEP PEPSICO INC3.9K shares-11.47%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC701 shares-49.24%2026-03-312026-05-05

UNP UNION PAC CORP2.4K shares1.25%2026-03-312026-05-05

META META PLATFORMS INC1.0K shares10.72%2026-03-312026-05-05

GLD SPDR GOLD TR1.3K sharesnew addition2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS7.2K shares6.15%2026-03-312026-05-05

Sponsored

VXF VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-05-05

FLMI FRANKLIN TEMPLETON ETF TR22.4K sharesnew addition2026-03-312026-05-05

DFEM DIMENSIONAL ETF TRUST16.0K shares0.01%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON2.2K shares-11.37%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR6.0K shares7.33%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP591 shares1.37%2026-03-312026-05-05

TSLA TESLA INC1.4K shares14.19%2026-03-312026-05-05

VTEC VANGUARD CALIF TAX FREE FDS5.2K shares97.80%2026-03-312026-05-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-1.17%2026-03-312026-05-05

HYMB SPDR SERIES TRUST20.4K shares0.00%2026-03-312026-05-05

TFI SPDR SERIES TRUST11.0K shares-0.66%2026-03-312026-05-05

EEMX SPDR INDEX SHS FDS11.2K shares0.28%2026-03-312026-05-05

EMR EMERSON ELEC CO3.7K shares0.70%2026-03-312026-05-05

IWD ISHARES TR2.3K shares0.00%2026-03-312026-05-05

IWC ISHARES TR3.0K shares0.00%2026-03-312026-05-05

CSCO CISCO SYS INC5.8K shares-29.06%2026-03-312026-05-05

Sponsored

ESML ISHARES TR9.5K shares0.04%2026-03-312026-05-05

AVSD AMERICAN CENTY ETF TR6.1K shares0.00%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST18.5K shares54.28%2026-03-312026-05-05

IGM ISHARES TR3.7K shares0.00%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2026-03-312026-05-05

VSGX VANGUARD WORLD FD6.0K shares0.57%2026-03-312026-05-05

CVX CHEVRON CORPORATION2.1K shares-34.48%2026-03-312026-05-05

SHV ISHARES TR3.9K shares-0.05%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC3.5K shares-4.78%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS5.0K shares-10.66%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO1.3K shares3.06%2026-03-312026-05-05

AVSU AMERICAN CENTY ETF TR5.3K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.4K shares-9.16%2026-03-312026-05-05

MLI MUELLER INDS INC3.5K shares0.14%2026-03-312026-05-05

USXF ISHARES TR6.9K shares0.22%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO4.4K shares-20.03%2026-03-312026-05-05

Sponsored

PG PROCTER & GAMBLE CO2.6K shares-27.93%2026-03-312026-05-05

RTX RTX CORPORATION1.9K shares3.94%2026-03-312026-05-05

AVRE AMERICAN CENTY ETF TR8.4K sharesnew addition2026-03-312026-05-05

RDDT REDDIT INC2.7K shares144.89%2026-03-312026-05-05

GEV GE VERNOVA INC385 shares-7.00%2026-03-312026-05-05

CAT CATERPILLAR INC465 shares-45.36%2026-03-312026-05-05

DFCA DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-05-05

ACWX ISHARES TR4.8K shares-1.55%2026-03-312026-05-05

Sponsored

MCD MCDONALDS CORP1.0K shares3.78%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR2.4K shares-7.82%2026-03-312026-05-05

AXSM AXSOME THERAPEUTICS INC.1.9K shares0.48%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL9.3K shares-16.24%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC2.1K shares6.81%2026-03-312026-05-05

V VISA INC1.0K shares6.62%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR6.2K shares0.00%2026-03-312026-05-05

DXJ WISDOMTREE TR1.8K sharesnew addition2026-03-312026-05-05

Sponsored

ESGD ISHARES TR3.0K shares1.87%2026-03-312026-05-05

VO VANGUARD INDEX FDS990 shares-26.88%2026-03-312026-05-05

T AT&T INC9.8K shares8.28%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC964 shares-8.63%2026-03-312026-05-05

NULV NUSHARES ETF TR6.0K shares-9.07%2026-03-312026-05-05

JSCP J P MORGAN EXCHANGE TRADED F5.7K shares0.00%2026-03-312026-05-05

MTD METTLER TOLEDO INTERNATIONAL210 shares2.94%2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR6.6K shares0.00%2026-03-312026-05-05

Sponsored

ESGU ISHARES TR1.9K shares0.00%2026-03-312026-05-05

TROW PRICE T ROWE GROUP INC2.9K shares2.61%2026-03-312026-05-05

BBWI BATH & BODY WORKS INC13.8K shares-0.32%2026-03-312026-05-05

IWR ISHARES TR2.6K shares0.00%2026-03-312026-05-05

SPYX SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-05-05

JPIE J P MORGAN EXCHANGE TRADED F5.5K sharesnew addition2026-03-312026-05-05

VPU VANGUARD WORLD FD1.3K shares-7.27%2026-03-312026-05-05

SHYD VANECK ETF TRUST11.1K shares0.00%2026-03-312026-05-05

Sponsored

IDEV ISHARES TR3.0K sharesnew addition2026-03-312026-05-05

HON HONEYWELL INTL INC1.1K shares3.26%2026-03-312026-05-05

EBC EASTERN BANKSHARES INC12.5K shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF6.2K shares12.21%2026-03-312026-05-05

LEMB ISHARES INC5.8K shares0.00%2026-03-312026-05-05

YUM YUM BRANDS INC1.5K shares1.50%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC1.4K shares5.62%2026-03-312026-05-05

ABBV ABBVIE INC1.0K shares7.16%2026-03-312026-05-05

Sponsored

IUSG ISHARES TR1.4K shares0.00%2026-03-312026-05-05

MPC MARATHON PETE CORP910 sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR4.3K shares-18.99%2026-03-312026-05-05

HIG HARTFORD INSURANCE GROUP INC1.6K shares1.75%2026-03-312026-05-05

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR6.8K sharesnew addition2026-03-312026-05-05

WOOD ISHARES TR2.9K shares0.00%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC4.0K sharesnew addition2026-03-312026-05-05

HEFA ISHARES TR4.8K sharesnew addition2026-03-312026-05-05

VCR VANGUARD WORLD FD563 shares0.00%2026-03-312026-05-05

USFR WISDOMTREE TR4.0K sharesnew addition2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L5.3K sharesnew addition2026-03-312026-05-05

ZBRA ZEBRA TECHNOLOGIES CORPORATI957 shares0.31%2026-03-312026-05-05

ESBA EMPIRE ST RLTY OP L P18.9K shares0.00%2026-03-312026-05-05

SOFI SOFI TECHNOLOGIES INC5.5K sharesnew addition2026-03-312026-05-05

Sponsored

HYPR HYPERFINE INC72.0K shares0.00%2026-03-312026-05-05

NUVB NUVATION BIO INC13.8K shares0.00%2026-03-312026-05-05

NDAQ NASDAQ INC153 sharesnew addition2026-03-312026-05-05

QXO QXO INC237 sharesnew addition2026-03-312026-05-05

INVH INVITATION HOMES INC122 sharesnew addition2026-03-312026-05-05

IVV

ISHARES TR

-1.16%

Shares145.3K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

48.32%

Shares840.2K

Event2026-03-31

Filed2026-05-05

AVUS

AMERICAN CENTY ETF TR

9.14%

Shares392.3K

Event2026-03-31

Filed2026-05-05

BTT

BLACKROCK MUN TARGET TERM TR

2.94%

Shares1.4M

Event2026-03-31

Filed2026-05-05

JMTG

J P MORGAN EXCHANGE TRADED F

1491.41%

Shares615.2K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

11.50%

Shares591.1K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

1.06%

Shares288.8K

Event2026-03-31

Filed2026-05-05

MTBA

SIMPLIFY EXCHANGE TRADED FUN

9.46%

Shares515.2K

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

3.86%

Shares929.7K

Event2026-03-31

Filed2026-05-05

VGLT

VANGUARD SCOTTSDALE FDS

-0.00%

Shares438.7K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

-0.75%

Shares306.5K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

5.80%

Shares745.9K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL ETF TRUST

8.99%

Shares401.1K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

0.99%

Shares89.1K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

3849.71%

Shares283.5K

Event2026-03-31

Filed2026-05-05

SCHC

SCHWAB STRATEGIC TR

1.04%

Shares360.6K

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

15.54%

Shares144.8K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

-1.35%

Shares47.0K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

-3.24%

Shares115.3K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

2.74%

Shares24.4K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

0.95%

Shares336.8K

Event2026-03-31

Filed2026-05-05

VBIL

VANGUARD INSTL INDEX FD

159.75%

Shares205.7K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

16.74%

Shares195.4K

Event2026-03-31

Filed2026-05-05

DCRE

DOUBLELINE ETF TRUST

2.60%

Shares271.8K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-1.85%

Shares155.5K

Event2026-03-31

Filed2026-05-05

CARY

ANGEL OAK FUNDS TRUST

2.27%

Shares662.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-4.43%

Shares50.8K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

2.45%

Shares276.9K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-0.60%

Shares39.3K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-0.28%

Shares99.0K

Event2026-03-31

Filed2026-05-05

SCHH

SCHWAB STRATEGIC TR

7.14%

Shares561.3K

Event2026-03-31

Filed2026-05-05

DFAI

DIMENSIONAL ETF TRUST

6.42%

Shares308.6K

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

3.40%

Shares351.3K

Event2026-03-31

Filed2026-05-05

BAB

INVESCO EXCH TRADED FD TR II

3.03%

Shares428.5K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

4.11%

Shares296.1K

Event2026-03-31

Filed2026-05-05

AVEE

AMERICAN CENTY ETF TR

1288.44%

Shares180.7K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-0.17%

Shares170.6K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

6.60%

Shares221.4K

Event2026-03-31

Filed2026-05-05

MLN

VANECK ETF TRUST

16.24%

Shares596.9K

Event2026-03-31

Filed2026-05-05

IUSV

ISHARES TR

-2.31%

Shares101.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

11.59%

Shares34.3K

Event2026-03-31

Filed2026-05-05

DFSV

DIMENSIONAL ETF TRUST

3.72%

Shares290.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

2.39%

Shares185.8K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

2.43%

Shares123.4K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-0.49%

Shares180.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-4.46%

Shares17.7K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

3.08%

Shares72.9K

Event2026-03-31

Filed2026-05-05

DGS

WISDOMTREE TR

-54.05%

Shares131.1K

Event2026-03-31

Filed2026-05-05

NUW

NUVEEN AMT-FREE MUN VALUE FD

-15.01%

Shares525.1K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

1.82%

Shares254.1K

Event2026-03-31

Filed2026-05-05

DFEV

DIMENSIONAL ETF TRUST

4.90%

Shares203.9K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

7.09%

Shares97.3K

Event2026-03-31

Filed2026-05-05

AVIV

AMERICAN CENTY ETF TR

-0.18%

Shares91.3K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

25.88%

Shares172.2K

Event2026-03-31

Filed2026-05-05

PZA

INVESCO EXCH TRADED FD TR II

3.59%

Shares267.8K

Event2026-03-31

Filed2026-05-05

AMERICAN CENTY ETF TR

New

Shares125.5K

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP

-1.44%

Shares29.7K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

-3.25%

Shares27.8K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

1.07%

Shares78.9K

Event2026-03-31

Filed2026-05-05

NIM

NUVEEN SELECT MAT MUN FD

-7.68%

Shares571.2K

Event2026-03-31

Filed2026-05-05

MINO

PIMCO ETF TR

52.05%

Shares109.9K

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

4.02%

Shares47.4K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-2.01%

Shares31.8K

Event2026-03-31

Filed2026-05-05

NNY

NUVEEN N Y MUN VALUE FD

-17.01%

Shares549.6K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

-1.89%

Shares52.6K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-2.92%

Shares20.4K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

-8.27%

Shares9.4K

Event2026-03-31

Filed2026-05-05

AVES

AMERICAN CENTY ETF TR

-1.40%

Shares67.7K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-3.62%

Shares6.4K

Event2026-03-31

Filed2026-05-05

TLT

ISHARES TR

3.46%

Shares44.1K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

-2.40%

Shares146.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

3.81%

Shares13.7K

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

10.83%

Shares41.8K

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

20.74%

Shares60.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-0.75%

Shares9.5K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

-0.03%

Shares139.0K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

8.40%

Shares17.8K

Event2026-03-31

Filed2026-05-05

EWX

SPDR INDEX SHS FDS

-16.56%

Shares51.5K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

-1.61%

Shares44.2K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

-0.60%

Shares66.6K

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares102.3K

Event2026-03-31

Filed2026-05-05

LTPZ

PIMCO ETF TR

10.24%

Shares61.7K

Event2026-03-31

Filed2026-05-05

IJS

ISHARES TR

-0.21%

Shares26.4K

Event2026-03-31

Filed2026-05-05

SLYV

SPDR SERIES TRUST

-0.58%

Shares32.3K

Event2026-03-31

Filed2026-05-05

AVMU

AMERICAN CENTY ETF TR

69.30%

Shares63.6K

Event2026-03-31

Filed2026-05-05

AVLV

AMERICAN CENTY ETF TR

6.18%

Shares34.4K

Event2026-03-31

Filed2026-05-05

MUNY

VANGUARD NY TAX FREE FDS

99.23%

Shares26.8K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

1.46%

Shares84.7K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

3.73%

Shares77.9K

Event2026-03-31

Filed2026-05-05

JMST

J P MORGAN EXCHANGE TRADED F

-67.77%

Shares50.0K

Event2026-03-31

Filed2026-05-05

LTBR

LIGHTBRIDGE CORP

0.00%

Shares215.9K

Event2026-03-31

Filed2026-05-05

WULF

TERAWULF INC

0.00%

Shares153.2K

Event2026-03-31

Filed2026-05-05

OEF

ISHARES TR

-0.43%

Shares6.9K

Event2026-03-31

Filed2026-05-05

PUTNAM ETF TRUST

904.81%

Shares278.9K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-5.87%

Shares7.3K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

3.72%

Shares17.5K

Event2026-03-31

Filed2026-05-05

SCHO

SCHWAB STRATEGIC TR

-1.58%

Shares76.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.54%

Shares25.8K

Event2026-03-31

Filed2026-05-05

SPTL

SPDR SERIES TRUST

-3.26%

Shares66.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

14.02%

Shares9.4K

Event2026-03-31

Filed2026-05-05

SCHR

SCHWAB STRATEGIC TR

32.10%

Shares64.9K

Event2026-03-31

Filed2026-05-05

FREL

FIDELITY COVINGTON TRUST

13.92%

Shares58.5K

Event2026-03-31

Filed2026-05-05

DMBS

DOUBLELINE ETF TRUST

-92.85%

Shares31.9K

Event2026-03-31

Filed2026-05-05

DEHP

DIMENSIONAL ETF TRUST

6.49%

Shares46.1K

Event2026-03-31

Filed2026-05-05

DISV

DIMENSIONAL ETF TRUST

0.52%

Shares38.9K

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

-0.83%

Shares17.2K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-8.98%

Shares2.6K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

4.63%

Shares5.9K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-10.51%

Shares1.4K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-2.60%

Shares14.6K

Event2026-03-31

Filed2026-05-05

PZT

INVESCO EXCH TRADED FD TR II

16.79%

Shares62.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

0.14%

Shares9.8K

Event2026-03-31

Filed2026-05-05

DFIS

DIMENSIONAL ETF TRUST

18.07%

Shares40.3K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-1.59%

Shares17.5K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

6.23%

Shares4.3K

Event2026-03-31

Filed2026-05-05

SCZ

ISHARES TR

-3.42%

Shares15.6K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

-4.28%

Shares35.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

13.29%

Shares5.6K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

-5.61%

Shares20.2K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-15.38%

Shares1.2K

Event2026-03-31

Filed2026-05-05

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares26.9K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

0.09%

Shares3.4K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-05

AVUQ

AMERICAN CENTY ETF TR

New

Shares18.5K

Event2026-03-31

Filed2026-05-05

SPHQ

INVESCO EXCHANGE TRADED FD T

16.88%

Shares13.8K

Event2026-03-31

Filed2026-05-05

DLS

WISDOMTREE TR

-6.36%

Shares12.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

30.62%

Shares3.6K

Event2026-03-31

Filed2026-05-05

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-05

EEMV

ISHARES INC

-4.74%

Shares14.8K

Event2026-03-31

Filed2026-05-05

VTHR

VANGUARD SCOTTSDALE FDS

New

Shares3.3K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

New

Shares11.3K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-4.55%

Shares8.3K

Event2026-03-31

Filed2026-05-05

MEAR

ISHARES U S ETF TR

-72.34%

Shares17.0K

Event2026-03-31

Filed2026-05-05

MUNI

PIMCO ETF TR

39.51%

Shares15.9K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

6.75%

Shares4.3K

Event2026-03-31

Filed2026-05-05

DNP

DNP SELECT INCOME FD INC

3.57%

Shares69.0K

Event2026-03-31

Filed2026-05-05

DFSU

DIMENSIONAL ETF TRUST

9.54%

Shares17.2K

Event2026-03-31

Filed2026-05-05

VMBS

VANGUARD SCOTTSDALE FDS

-29.50%

Shares14.8K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

59.29%

Shares18.8K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

0.03%

Shares5.7K

Event2026-03-31

Filed2026-05-05

ESGE

ISHARES INC

1.91%

Shares13.9K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

0.19%

Shares2.6K

Event2026-03-31

Filed2026-05-05

HEI.A

HEICO CORP NEW

0.07%

Shares2.9K

Event2026-03-31

Filed2026-05-05

MBB

ISHARES TR

-82.46%

Shares6.5K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

15.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-11.47%

Shares3.9K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-49.24%

Shares701

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

1.25%

Shares2.4K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

10.72%

Shares1.0K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

6.15%

Shares7.2K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-05

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares22.4K

Event2026-03-31

Filed2026-05-05

DFEM

DIMENSIONAL ETF TRUST

0.01%

Shares16.0K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-11.37%

Shares2.2K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

7.33%

Shares6.0K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

1.37%

Shares591

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

14.19%

Shares1.4K

Event2026-03-31

Filed2026-05-05

VTEC

VANGUARD CALIF TAX FREE FDS

97.80%

Shares5.2K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-1.17%

Shares2.4K

Event2026-03-31

Filed2026-05-05

HYMB

SPDR SERIES TRUST

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-05

TFI

SPDR SERIES TRUST

-0.66%

Shares11.0K

Event2026-03-31

Filed2026-05-05

EEMX

SPDR INDEX SHS FDS

0.28%

Shares11.2K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

0.70%

Shares3.7K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

IWC

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-29.06%

Shares5.8K

Event2026-03-31

Filed2026-05-05

ESML

ISHARES TR

0.04%

Shares9.5K

Event2026-03-31

Filed2026-05-05

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-05

DFAR

DIMENSIONAL ETF TRUST

54.28%

Shares18.5K

Event2026-03-31

Filed2026-05-05

IGM

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares7.6K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

0.57%

Shares6.0K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-34.48%

Shares2.1K

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

-0.05%

Shares3.9K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-4.78%

Shares3.5K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

-10.66%

Shares5.0K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

3.06%

Shares1.3K

Event2026-03-31

Filed2026-05-05

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

-9.16%

Shares1.4K

Event2026-03-31

Filed2026-05-05

MLI

MUELLER INDS INC

0.14%

Shares3.5K

Event2026-03-31

Filed2026-05-05

USXF

ISHARES TR

0.22%

Shares6.9K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

-20.03%

Shares4.4K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-27.93%

Shares2.6K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

3.94%

Shares1.9K

Event2026-03-31

Filed2026-05-05

AVRE

AMERICAN CENTY ETF TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-05

RDDT

REDDIT INC

144.89%

Shares2.7K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

-7.00%

Shares385

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-45.36%

Shares465

Event2026-03-31

Filed2026-05-05

DFCA

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-05

ACWX

ISHARES TR

-1.55%

Shares4.8K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

3.78%

Shares1.0K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-7.82%

Shares2.4K

Event2026-03-31

Filed2026-05-05

AXSM

AXSOME THERAPEUTICS INC.

0.48%

Shares1.9K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

-16.24%

Shares9.3K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

6.81%

Shares2.1K

Event2026-03-31

Filed2026-05-05

VISA INC

6.62%

Shares1.0K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-05

DXJ

WISDOMTREE TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-05

ESGD

ISHARES TR

1.87%

Shares3.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-26.88%

Shares990

Event2026-03-31

Filed2026-05-05

AT&T INC

8.28%

Shares9.8K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC

-8.63%

Shares964

Event2026-03-31

Filed2026-05-05

NULV

NUSHARES ETF TR

-9.07%

Shares6.0K

Event2026-03-31

Filed2026-05-05

JSCP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-05

MTD

METTLER TOLEDO INTERNATIONAL

2.94%

Shares210

Event2026-03-31

Filed2026-05-05

SRLN

SSGA ACTIVE ETF TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-05

ESGU

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

TROW

PRICE T ROWE GROUP INC

2.61%

Shares2.9K

Event2026-03-31

Filed2026-05-05

BBWI

BATH & BODY WORKS INC

-0.32%

Shares13.8K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

SPYX

SPDR SERIES TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares5.5K

Event2026-03-31

Filed2026-05-05

VPU

VANGUARD WORLD FD

-7.27%

Shares1.3K

Event2026-03-31

Filed2026-05-05

SHYD

VANECK ETF TRUST

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-05

IDEV

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

3.26%

Shares1.1K

Event2026-03-31

Filed2026-05-05

EBC

EASTERN BANKSHARES INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

12.21%

Shares6.2K

Event2026-03-31

Filed2026-05-05

LEMB

ISHARES INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-05

YUM

YUM BRANDS INC

1.50%

Shares1.5K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

5.62%

Shares1.4K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

7.16%

Shares1.0K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

New

Shares910

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-18.99%

Shares4.3K

Event2026-03-31

Filed2026-05-05

HIG

HARTFORD INSURANCE GROUP INC

1.75%

Shares1.6K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-05

WOOD

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-05

HEFA

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-05

VCR

VANGUARD WORLD FD

0.00%

Shares563

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.3K

Event2026-03-31

Filed2026-05-05

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.31%

Shares957

Event2026-03-31

Filed2026-05-05

ESBA

EMPIRE ST RLTY OP L P

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-05

SOFI

SOFI TECHNOLOGIES INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-05

HYPR

HYPERFINE INC

0.00%

Shares72.0K

Event2026-03-31

Filed2026-05-05

NUVB

NUVATION BIO INC

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-05

NDAQ

NASDAQ INC

New

Shares153

Event2026-03-31

Filed2026-05-05

QXO

QXO INC

New

Shares237

Event2026-03-31

Filed2026-05-05

INVH

INVITATION HOMES INC

New

Shares122

Event2026-03-31

Filed2026-05-05

Call Option Holdings

SOFI Call CallSOFI TECHNOLOGIES INC50.0K sharesnew addition2026-03-312026-05-05

INVH Call CallINVITATION HOMES INC20.0K sharesnew addition2026-03-312026-05-05

NDAQ Call CallNASDAQ INC10.0K sharesnew addition2026-03-312026-05-05

QXO Call CallQXO INC20.0K sharesnew addition2026-03-312026-05-05

MBLY Call CallMOBILEYE GLOBAL INC30.0K sharesnew addition2026-03-312026-05-05

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-05

INVH Call

INVITATION HOMES INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-05

NDAQ Call

NASDAQ INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-05

QXO Call

QXO INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-05

MBLY Call

MOBILEYE GLOBAL INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-05

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.3M shares5332.10%2026-03-312026-05-05

AXSM Put PutAXSOME THERAPEUTICS INC.80.0K shares9900.00%2026-03-312026-05-05

SPY Put

STATE STR SPDR S&P 500 ETF T

5332.10%

Shares1.3M

Event2026-03-31

Filed2026-05-05

AXSM Put

AXSOME THERAPEUTICS INC.

9900.00%

Shares80.0K

Event2026-03-31

Filed2026-05-05