Sponsored

The Analysis of True Wealth Design, LLC's Holdings & P&L

Currently, True Wealth Design, LLC holds 2699 types of securities in its portfolio with a total value $360.4M. In the most recent quarter, they have increased their positions in BOXX (+20.7K shares, valued at $2.4M), DFAC (+36.7K shares, valued at $1.4M), PMBS (+24.1K shares, valued at $1.2M); decreased their positions in VTI (-7.3K shares, valued at $2.3M), MTBA (-20.6K shares, valued at $1.0M), TFLR (-3.0K shares, valued at $151.3K); initiated new positions in PMBS (+24.1K shares, valued at $1.2M), FNDX (+14.3K shares, valued at $397.9K), SCHD (+12.5K shares, valued at $383.8K).

1M P&L

+8.6M+2.32%

3M P&L

+8.1M+2.19%

HY P&L

+35.5M+10.30%

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/A292.8M

82.8%

2Semiconductors2.7M

0.8%

3Software - Infrastructure2.5M

0.7%

Top Industries by Stock Count

1Banks - Regional233 stocks

9.2%

2Biotechnology146 stocks

5.8%

3N/A136 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOXX EA SERIES TRUST497.0K shares4.36%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST1.4M shares2.69%2026-03-312026-04-13

DFIC DIMENSIONAL ETF TRUST1.1M shares1.32%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST721.0K shares3.81%2026-03-312026-04-13

DFEV DIMENSIONAL ETF TRUST701.3K shares-0.47%2026-03-312026-04-13

DIHP DIMENSIONAL ETF TRUST459.1K shares2.83%2026-03-312026-04-13

TYA SIMPLIFY EXCHANGE TRADED FUN902.4K shares9.26%2026-03-312026-04-13

MTBA SIMPLIFY EXCHANGE TRADED FUN229.9K shares-8.21%2026-03-312026-04-13

Sponsored

AVUV AMERICAN CENTY ETF TR96.0K shares5.82%2026-03-312026-04-13

RFIX SIMPLIFY EXCHANGE TRADED FUN168.8K shares1.43%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR60.4K shares0.10%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR43.3K shares5.99%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST41.6K shares-2.39%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST35.7K shares-2.91%2026-03-312026-04-13

VTI VANGUARD INDEX FDS7.4K shares-49.55%2026-03-312026-04-13

AAPL APPLE INC9.2K shares7.71%2026-03-312026-04-13

Sponsored

DFSV DIMENSIONAL ETF TRUST61.7K shares-1.86%2026-03-312026-04-13

PYLD PIMCO ETF TR73.9K shares1.94%2026-03-312026-04-13

TFLR T ROWE PRICE ETF INC37.6K shares-7.40%2026-03-312026-04-13

AVUQ AMERICAN CENTY ETF TR27.8K shares20.25%2026-03-312026-04-13

NVDA NVIDIA CORPORATION7.6K shares22.83%2026-03-312026-04-13

PMBS PIMCO ETF TR24.1K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.0K shares145.64%2026-03-312026-04-13

AVES AMERICAN CENTY ETF TR16.3K shares3.29%2026-03-312026-04-13

Sponsored

IVV ISHARES TR1.1K shares-1.50%2026-03-312026-04-13

CAT CATERPILLAR INC1.0K shares0.00%2026-03-312026-04-13

MCD MCDONALDS CORP2.3K shares157.74%2026-03-312026-04-13

MSFT MICROSOFT CORP1.9K shares43.87%2026-03-312026-04-13

AMZN AMAZON COM INC3.2K shares32.27%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO2.2K shares252.32%2026-03-312026-04-13

BWXT BWX TECHNOLOGIES INC3.1K shares0.78%2026-03-312026-04-13

FIX COMFORT SYS USA INC447 shares5.92%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON2.3K shares65.04%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST14.8K shares-3.58%2026-03-312026-04-13

WMT WALMART INC3.9K shares8.40%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO7.6K shares23.18%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE1.6K shares18.33%2026-03-312026-04-13

NEE NEXTERA ENERGY INC4.8K shares686.53%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP716 shares5.92%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST10.3K shares-2.69%2026-03-312026-04-13

Sponsored

APH AMPHENOL CORP3.4K shares7.54%2026-03-312026-04-13

PCG PG&E CORP23.8K shares62.09%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.4K shares54.82%2026-03-312026-04-13

LLY ELI LILLY & CO433 shares148.85%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR14.3K sharesnew addition2026-03-312026-04-13

EIX EDISON INTL5.3K shares16.58%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR12.5K sharesnew addition2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC3.0K shares4.07%2026-03-312026-04-13

Sponsored

ABNB AIRBNB INC2.8K shares81.97%2026-03-312026-04-13

PWV INVESCO EXCHANGE TRADED FD T4.8K shares-6.84%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP377 shares5.31%2026-03-312026-04-13

FTI TECHNIPFMC PLC4.9K shares7.99%2026-03-312026-04-13

PEP PEPSICO INC2.1K shares2.54%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.9K shares5.81%2026-03-312026-04-13

JBHT HUNT J B TRANS SVCS INC1.5K shares11.85%2026-03-312026-04-13

TPR TAPESTRY INC2.3K shares0.00%2026-03-312026-04-13

Sponsored

GM GENERAL MTRS CO4.2K shares9.64%2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.1K shares44.41%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC896 shares54.22%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL620 shares28.63%2026-03-312026-04-13

DFSI DIMENSIONAL ETF TRUST6.7K shares-4.70%2026-03-312026-04-13

GEV GE VERNOVA INC316 shares73.63%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS4.3K shares-0.26%2026-03-312026-04-13

CNC CENTENE CORP DEL8.3K shares6.80%2026-03-312026-04-13

Sponsored

MMC MARSH & MCLENNAN COS INC1.6K shares402.56%2026-03-312026-04-13

HWM HOWMET AEROSPACE INC1.1K shares1.32%2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.8K shares148.98%2026-03-312026-04-13

ILMN ILLUMINA INC2.1K shares-6.60%2026-03-312026-04-13

DVN DEVON ENERGY CORP NEW5.1K shares0.00%2026-03-312026-04-13

CB CHUBB LTD SWITZ780 shares5.55%2026-03-312026-04-13

FQAL FIDELITY COVINGTON TRUST3.5K shares0.00%2026-03-312026-04-13

INTC INTEL CORP5.6K shares-15.01%2026-03-312026-04-13

Sponsored

JCI JOHNSON CONTROLS INTERNATION1.9K shares17.52%2026-03-312026-04-13

COP CONOCOPHILLIPS1.8K shares15.22%2026-03-312026-04-13

TJX TJX COS INC NEW1.5K shares66.52%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR404 shares114.89%2026-03-312026-04-13

PSX PHILLIPS 661.3K shares-6.94%2026-03-312026-04-13

VB VANGUARD INDEX FDS882 sharesnew addition2026-03-312026-04-13

META META PLATFORMS INC403 shares5.22%2026-03-312026-04-13

WDC WESTERN DIGITAL CORP831 shares35.12%2026-03-312026-04-13

Sponsored

RL RALPH LAUREN CORP649 shares2.37%2026-03-312026-04-13

EXPE EXPEDIA GROUP INC962 shares-30.39%2026-03-312026-04-13

RSST TIDAL TRUST II7.6K shares-1.24%2026-03-312026-04-13

TSLA TESLA INC581 shares10.25%2026-03-312026-04-13

ROP ROPER TECHNOLOGIES INC610 shares84.85%2026-03-312026-04-13

EMR EMERSON ELEC CO1.6K shares-8.49%2026-03-312026-04-13

SPGI S&P GLOBAL INC503 shares513.41%2026-03-312026-04-13

FDX FEDEX CORP598 shares29.44%2026-03-312026-04-13

Sponsored

DFAX DIMENSIONAL ETF TRUST6.2K shares-3.41%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST4.6K shares0.00%2026-03-312026-04-13

WOR WORTHINGTON ENTERPRISES INC4.0K shares-15.93%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC1.4K shares22.65%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION206 shares237.70%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC981 shares20.07%2026-03-312026-04-13

TMUS T-MOBILE US INC961 shares1234.72%2026-03-312026-04-13

ORCL ORACLE CORP1.4K shares55.78%2026-03-312026-04-13

Sponsored

DHR DANAHER CORP DEL1.1K shares168.37%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW2.7K shares0.73%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR4.1K sharesnew addition2026-03-312026-04-13

FIVE FIVE BELOW INC846 shares22.43%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC3.2K shares17.85%2026-03-312026-04-13

VRSN VERISIGN INC762 shares4.24%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.1K shares16.97%2026-03-312026-04-13

ZM ZOOM COMMUNICATIONS INC2.3K shares-28.96%2026-03-312026-04-13

Sponsored

CW CURTISS WRIGHT CORP276 shares0.00%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP544 shares16.74%2026-03-312026-04-13

MLM MARTIN MARIETTA MATLS INC316 shares2.93%2026-03-312026-04-13

AMP AMERIPRISE FINL INC395 shares57.37%2026-03-312026-04-13

AVSU AMERICAN CENTY ETF TR2.4K shares7.47%2026-03-312026-04-13

CIEN CIENA CORP452 shares0.00%2026-03-312026-04-13

IDHQ INVESCO EXCH TRADED FD TR II4.9K shares0.00%2026-03-312026-04-13

FTNT FORTINET INC2.1K shares103.17%2026-03-312026-04-13

Sponsored

INCY INCYTE CORP1.8K shares1.66%2026-03-312026-04-13

TOL TOLL BROTHERS INC1.3K shares2.78%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC1.7K shares1.89%2026-03-312026-04-13

AVSE AMERICAN CENTY ETF TR2.5K shares-1.39%2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS219 shares34.36%2026-03-312026-04-13

TSN TYSON FOODS INC2.6K shares42.98%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC39 shares-15.22%2026-03-312026-04-13

NBIX NEUROCRINE BIOSCIENCES INC1.2K shares27.98%2026-03-312026-04-13

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC1.3K shares11.07%2026-03-312026-04-13

UAL UNITED AIRLS HLDGS INC1.8K shares30.03%2026-03-312026-04-13

CME CME GROUP INC537 shares2.68%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST3.0K shares-3.04%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC455 shares15.78%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP834 shares-23.42%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP711 shares-1.11%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC560 shares37.59%2026-03-312026-04-13

Sponsored

HON HONEYWELL INTL INC663 shares98.50%2026-03-312026-04-13

MTZ MASTEC INC459 shares1.77%2026-03-312026-04-13

BAC BANK AMERICA CORP3.0K shares92.01%2026-03-312026-04-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL376 shares44.62%2026-03-312026-04-13

LECO LINCOLN ELEC HLDGS INC588 shares-6.07%2026-03-312026-04-13

ULTA ULTA BEAUTY INC280 shares1.82%2026-03-312026-04-13

NYT NEW YORK TIMES CO MTN BE1.7K shares75.48%2026-03-312026-04-13

NEM NEWMONT CORP1.3K shares0.37%2026-03-312026-04-13

Sponsored

WS WORTHINGTON STL INC4.8K shares-9.22%2026-03-312026-04-13

CMI CUMMINS INC269 shares18.50%2026-03-312026-04-13

NTRA NATERA INC723 shares-0.55%2026-03-312026-04-13

A AGILENT TECHNOLOGIES INC1.3K shares49.11%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP501 shares0.20%2026-03-312026-04-13

SNOW SNOWFLAKE INC950 shares2.48%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC490 shares23.74%2026-03-312026-04-13

DAL DELTA AIR LINES INC2.1K shares21.07%2026-03-312026-04-13

Sponsored

LULU LULULEMON ATHLETICA INC930 shares2635.29%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS586 shares41.20%2026-03-312026-04-13

CCK CROWN HLDGS INC1.4K shares0.43%2026-03-312026-04-13

SNDK SANDISK CORP222 shares-37.64%2026-03-312026-04-13

DIS DISNEY WALT CO1.4K shares30.08%2026-03-312026-04-13

TER TERADYNE INC467 shares121.33%2026-03-312026-04-13

ABBV ABBVIE INC634 shares21.46%2026-03-312026-04-13

PKW INVESCO EXCHANGE TRADED FD T1.0K shares-3.61%2026-03-312026-04-13

Sponsored

GLD SPDR GOLD TR317 shares466.07%2026-03-312026-04-13

DG DOLLAR GEN CORP1.1K shares1.15%2026-03-312026-04-13

MATCH GROUP INC NEW MATCH GROUP INC NEW4.4K shares55.74%2026-03-312026-04-13

IJR ISHARES TR1.1K shares3070.59%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC794 shares4.20%2026-03-312026-04-13

MLI MUELLER INDS INC1.2K shares28.82%2026-03-312026-04-13

MDB MONGODB INC530 shares26.49%2026-03-312026-04-13

EXEL EXELIXIS INC3.0K shares-3.11%2026-03-312026-04-13

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC617 shares25.15%2026-03-312026-04-13

ASML ASML HLDG NV97 shares29.33%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO510 shares115.19%2026-03-312026-04-13

USFD US FOODS HLDG CORP1.4K shares2.30%2026-03-312026-04-13

GILD GILEAD SCIENCES INC902 shares25.45%2026-03-312026-04-13

BALL BALL CORP2.1K shares32.62%2026-03-312026-04-13

BURL BURLINGTON STORES INC379 shares553.45%2026-03-312026-04-13

VOE VANGUARD INDEX FDS668 sharesnew addition2026-03-312026-04-13

Sponsored

WAB WABTEC491 shares6.74%2026-03-312026-04-13

CMG CHIPOTLE MEXICAN GRILL INC3.8K shares-2.22%2026-03-312026-04-13

EFX EQUIFAX INC666 shares350.00%2026-03-312026-04-13

VTV VANGUARD INDEX FDS609 shares73.01%2026-03-312026-04-13

RTX RTX CORPORATION617 shares-10.45%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS2.6K sharesnew addition2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST1.6K shares-14.74%2026-03-312026-04-13

MMM 3M CO807 shares12.40%2026-03-312026-04-13

Sponsored

OXY OCCIDENTAL PETE CORP1.8K shares788.61%2026-03-312026-04-13

DOW DOW HLDGS INC2.8K shares785.44%2026-03-312026-04-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW5.4K shares35.79%2026-03-312026-04-13

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC1.3K sharesnew addition2026-03-312026-04-13

NTNX NUTANIX INC3.0K shares141.31%2026-03-312026-04-13

ITT INC ITT INC593 shares244.77%2026-03-312026-04-13

ROKU ROKU INC1.2K shares4.41%2026-03-312026-04-13

ADBE ADOBE INC458 shares-1.08%2026-03-312026-04-13

Sponsored

AVSD AMERICAN CENTY ETF TR1.5K shares11.43%2026-03-312026-04-13

BWA BORGWARNER INC2.0K shares0.69%2026-03-312026-04-13

AXS AXIS CAP HLDGS LTD1.1K shares12.50%2026-03-312026-04-13

CCL CARNIVAL CORP4.3K shares192.77%2026-03-312026-04-13

NOW SERVICENOW INC1.1K shares63.81%2026-03-312026-04-13

EVR EVERCORE INC367 shares46.80%2026-03-312026-04-13

XMVM INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-13

TXRH TEXAS ROADHOUSE INC652 shares69.79%2026-03-312026-04-13

Sponsored

IRM IRON MTN INC DEL1.0K shares46.51%2026-03-312026-04-13

IQV IQVIA HLDGS INC626 shares-16.20%2026-03-312026-04-13

HAL HALLIBURTON CO2.7K shares11.75%2026-03-312026-04-13

TNL TRAVEL PLUS LEISURE CO1.5K shares0.33%2026-03-312026-04-13

ADI ANALOG DEVICES INC332 shares11.78%2026-03-312026-04-13

THC TENET HEALTHCARE CORP559 shares-9.40%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC2.3K shares12.04%2026-03-312026-04-13

ECL ECOLAB INC394 shares-7.29%2026-03-312026-04-13

Sponsored

NFLX NETFLIX INC.1.1K shares93.26%2026-03-312026-04-13

EME EMCOR GROUP INC141 shares43.88%2026-03-312026-04-13

CRH PLC CRH PLC989 shares27.28%2026-03-312026-04-13

MEDP MEDPACE HLDGS INC216 shares-18.18%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP873 shares18.94%2026-03-312026-04-13

QDF FLEXSHARES TR1.3K sharesnew addition2026-03-312026-04-13

CSCO CISCO SYS INC1.3K shares9.83%2026-03-312026-04-13

MKTX MARKETAXESS HLDGS INC623 shares-9.32%2026-03-312026-04-13

Sponsored

TXG 10X GENOMICS INC4.8K shares4.40%2026-03-312026-04-13

XOM EXXON MOBIL CORP600 shares36.36%2026-03-312026-04-13

VEEV VEEVA SYS INC577 shares59.83%2026-03-312026-04-13

MCK MCKESSON CORP117 shares5.41%2026-03-312026-04-13

CMCSA COMCAST CORP NEW3.5K shares105.12%2026-03-312026-04-13

NVS NOVARTIS AG662 shares33.47%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS169 shares344.74%2026-03-312026-04-13

V VISA INC334 shares240.82%2026-03-312026-04-13

Sponsored

BBY BEST BUY INC1.6K shares-24.17%2026-03-312026-04-13

SYLD CAMBRIA ETF TR1.3K shares-16.01%2026-03-312026-04-13

GAP GAP INC4.1K shares12.37%2026-03-312026-04-13

HLT HILTON WORLDWIDE HLDGS INC326 shares30.40%2026-03-312026-04-13

FR FIRST INDL RLTY TR INC1.7K shares2.45%2026-03-312026-04-13

MCO MOODYS CORP227 shares440.48%2026-03-312026-04-13

RGLD ROYAL GOLD INC384 shares0.79%2026-03-312026-04-13

ROST ROSS STORES INC440 shares47.65%2026-03-312026-04-13

Sponsored

G GENPACT LIMITED2.5K shares3.87%2026-03-312026-04-13

ES EVERSOURCE ENERGY1.4K shares9.24%2026-03-312026-04-13

JHG JANUS HENDERSON GROUP PLC1.8K shares4.75%2026-03-312026-04-13

UTHR UNITED THERAPEUTICS CORP DEL158 shares-33.61%2026-03-312026-04-13

LVS LAS VEGAS SANDS CORP1.7K shares-27.15%2026-03-312026-04-13

BMRN BIOMARIN PHARMACEUTICAL INC1.7K shares30.28%2026-03-312026-04-13

RBLX ROBLOX CORP1.6K shares-33.27%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL2.7K shares21.36%2026-03-312026-04-13

Sponsored

AN AUTONATION INC468 shares21.56%2026-03-312026-04-13

HII HUNTINGTON INGALLS INDS INC240 shares8.60%2026-03-312026-04-13

EQIX EQUINIX INC93 shares304.35%2026-03-312026-04-13

FPE FIRST TR EXCH TRADED FD III5.1K sharesnew addition2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW690 shares484.75%2026-03-312026-04-13

WFC WELLS FARGO & CO1.1K shares120.86%2026-03-312026-04-13

IWP ISHARES TR700 sharesnew addition2026-03-312026-04-13

BA BOEING CO447 shares50.00%2026-03-312026-04-13

Sponsored

PSTG EVERPURE INC1.5K shares54.32%2026-03-312026-04-13

SYF SYNCHRONY FINANCIAL1.3K shares19.21%2026-03-312026-04-13

CVX CHEVRON CORPORATION426 shares42.95%2026-03-312026-04-13

TTC TORO CO941 shares37.57%2026-03-312026-04-13

AME AMETEK INC408 shares25.15%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV1.1K shares15.92%2026-03-312026-04-13

TRMB TRIMBLE INC1.3K shares-8.92%2026-03-312026-04-13

MOH MOLINA HEALTHCARE INC652 shares2863.64%2026-03-312026-04-13

Sponsored

TW TRADEWEB MKTS INC734 shares14.33%2026-03-312026-04-13

OMC OMNICOM GROUP INC1.1K shares69.73%2026-03-312026-04-13

NVT NVENT ELEC PLC728 shares65.08%2026-03-312026-04-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.9K shares6.59%2026-03-312026-04-13

BSX BOSTON SCIENTIFIC CORP1.4K shares609.42%2026-03-312026-04-13

VIK VIKING HOLDINGS LTD1.2K shares97.26%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F1.7K sharesnew addition2026-03-312026-04-13

NDAQ NASDAQ INC989 shares-6.26%2026-03-312026-04-13

Sponsored

CVS CVS HEALTH CORP1.2K shares12.45%2026-03-312026-04-13

CRUS CIRRUS LOGIC INC578 shares4.52%2026-03-312026-04-13

MHK MOHAWK INDS INC847 shares26.80%2026-03-312026-04-13

TWLO TWILIO INC658 shares28.27%2026-03-312026-04-13

PEN PENUMBRA INC251 shares0.00%2026-03-312026-04-13

DPZ DOMINOS PIZZA INC229 shares487.18%2026-03-312026-04-13

WM WASTE MGMT INC DEL353 shares59.73%2026-03-312026-04-13

EWBC EAST WEST BANCORP INC759 shares20.48%2026-03-312026-04-13

Sponsored

BDX BECTON DICKINSON & CO515 shares-1.15%2026-03-312026-04-13

TXT TEXTRON INC919 shares12.07%2026-03-312026-04-13

GL GLOBE LIFE INC578 shares12.45%2026-03-312026-04-13

FHN FIRST HORIZON CORPORATION3.5K shares44.11%2026-03-312026-04-13

EXE EXPAND ENERGY CORPORATION726 shares317.24%2026-03-312026-04-13

OEF ISHARES TR250 shares0.00%2026-03-312026-04-13

BHP BHP BILLITON LIMITED1.1K shares36.30%2026-03-312026-04-13

USB US BANCORP1.5K shares11.17%2026-03-312026-04-13

Sponsored

WMB WILLIAMS COS INC1.1K shares30.43%2026-03-312026-04-13

ADSK AUTODESK INC323 shares-53.12%2026-03-312026-04-13

HD HOME DEPOT INC235 shares20.51%2026-03-312026-04-13

MSCI MSCI INC143 shares160.00%2026-03-312026-04-13

EOG EOG RES INC531 shares1006.25%2026-03-312026-04-13

LAMR LAMAR ADVERTISING CO605 shares0.83%2026-03-312026-04-13

AR ANTERO RESOURCES CORP1.8K shares41.00%2026-03-312026-04-13

SYK STRYKER CORPORATION232 shares648.39%2026-03-312026-04-13

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO4.5K shares40.19%2026-03-312026-04-13

CGNX COGNEX CORP1.5K shares-3.07%2026-03-312026-04-13

TCBI TEXAS CAP BANCSHARES INC798 shares16.84%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP283 shares79.11%2026-03-312026-04-13

NWSA NEWS CORP NEW3.0K shares44.14%2026-03-312026-04-13

PAYX PAYCHEX INC818 shares3456.52%2026-03-312026-04-13

SITE SITEONE LANDSCAPE SUPPLY INC560 shares181.41%2026-03-312026-04-13

FIS FIDELITY NATL INFORMATION SV1.6K shares458.45%2026-03-312026-04-13

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC263 shares34.87%2026-03-312026-04-13

HSBC HSBC HLDGS PLC900 shares15.38%2026-03-312026-04-13

THG HANOVER INS GROUP INC428 shares15.68%2026-03-312026-04-13

IFF INTERNATIONAL FLAVORS&FRAGRA1.0K shares7.03%2026-03-312026-04-13

AKAM AKAMAI TECHNOLOGIES INC642 shares-1.83%2026-03-312026-04-13

MANH MANHATTAN ASSOCIATES INC547 shares-10.77%2026-03-312026-04-13

GIS GENERAL MILLS INC1.9K shares59.00%2026-03-312026-04-13

RPRX ROYALTY PHARMA PLC1.5K shares41.79%2026-03-312026-04-13

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC622 shares4.71%2026-03-312026-04-13

WWD WOODWARD INC200 shares22.70%2026-03-312026-04-13

XEL XCEL ENERGY INC897 shares1.47%2026-03-312026-04-13

VFC V F CORP4.2K shares159.44%2026-03-312026-04-13

PODD INSULET CORP338 shares389.86%2026-03-312026-04-13

AMGN AMGEN INC201 shares18.93%2026-03-312026-04-13

AXTA AXALTA COATING SYS LTD2.5K shares48.80%2026-03-312026-04-13

PB PROSPERITY BANCSHARES INC1.0K shares10.48%2026-03-312026-04-13

Sponsored

CPRT COPART INC2.1K shares161.21%2026-03-312026-04-13

INGR INGREDION INC617 shares13.42%2026-03-312026-04-13

S SENTINELONE INC5.4K shares501.11%2026-03-312026-04-13

IT GARTNER INC438 shares4.53%2026-03-312026-04-13

VPU VANGUARD WORLD FD348 shares0.00%2026-03-312026-04-13

PGR PROGRESSIVE CORP347 shares-17.77%2026-03-312026-04-13

RGA REINSURANCE GROUP AMER INC336 shares-2.61%2026-03-312026-04-13

IVZ INVESCO LTD2.8K shares23.82%2026-03-312026-04-13

Sponsored

IAUM ISHARES GOLD TR1.5K shares0.00%2026-03-312026-04-13

SF STIFEL FINL CORP922 shares96.17%2026-03-312026-04-13

ALL ALLSTATE CORP328 shares613.04%2026-03-312026-04-13

ALGN ALIGN TECHNOLOGY INC396 shares2.06%2026-03-312026-04-13

AMAT APPLIED MATLS INC198 shares6.45%2026-03-312026-04-13

APP APPLOVIN CORP169 shares-5.06%2026-03-312026-04-13

LINDE PLC LINDE PLC134 shares436.00%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T102 shares8.51%2026-03-312026-04-13

Sponsored

SAN BANCO SANTANDER SA5.9K shares127.97%2026-03-312026-04-13

AA ALCOA CORP997 shares30.84%2026-03-312026-04-13

ADT ADT INC DEL10.0K shares-27.31%2026-03-312026-04-13

COOPER COS INC COOPER COS INC916 shares98.27%2026-03-312026-04-13

HDV ISHARES TR482 shares0.00%2026-03-312026-04-13

HST HOST HOTELS & RESORTS INC3.4K shares19.87%2026-03-312026-04-13

TGT TARGET CORP538 shares51.55%2026-03-312026-04-13

KMX CARMAX INC1.6K shares72.88%2026-03-312026-04-13

Sponsored

ED CONSOLIDATED EDISON INC573 shares9.98%2026-03-312026-04-13

ANF ABERCROMBIE & FITCH CO708 shares235.55%2026-03-312026-04-13

STLD STEEL DYNAMICS INC359 shares8.79%2026-03-312026-04-13

KO COCA COLA CO843 shares106.11%2026-03-312026-04-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR323 shares127.46%2026-03-312026-04-13

DXCM DEXCOM INC1.0K shares1.71%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC66 shares633.33%2026-03-312026-04-13

AON PLC AON PLC194 shares193.94%2026-03-312026-04-13

Sponsored

ORI OLD REP INTL CORP1.6K shares0.65%2026-03-312026-04-13

HFXI NEW YORK LIFE INVESTMENTS ET1.9K sharesnew addition2026-03-312026-04-13

RHI ROBERT HALF INC.2.4K shares26.77%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC714 shares-14.39%2026-03-312026-04-13

MAA MID-AMER APT CMNTYS INC505 shares50.75%2026-03-312026-04-13

NATWEST GROUP PLC NATWEST GROUP PLC4.1K shares20.10%2026-03-312026-04-13

ABT ABBOTT LABORATORIES600 shares51.52%2026-03-312026-04-13

ASH ASHLAND INC1.1K shares-6.58%2026-03-312026-04-13

Sponsored

DASH DOORDASH INC409 shares83.41%2026-03-312026-04-13

ATLASSIAN CORPORATION ATLASSIAN CORPORATION899 shares-46.96%2026-03-312026-04-13

BR BROADRIDGE FINL SOLUTIONS IN375 shares468.18%2026-03-312026-04-13

RY ROYAL BK CDA375 shares63.04%2026-03-312026-04-13

DDOG DATADOG INC505 shares-21.34%2026-03-312026-04-13

MS MORGAN STANLEY361 shares35.21%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO696 shares20.62%2026-03-312026-04-13

NET CLOUDFLARE INC286 shares10.00%2026-03-312026-04-13

Sponsored

ESTC ELASTIC N V1.2K shares-15.65%2026-03-312026-04-13

MA MASTERCARD INCORPORATED118 shares18.00%2026-03-312026-04-13

KLIC KULICKE & SOFFA INDS INC895 shares0.00%2026-03-312026-04-13

GTLB GITLAB INC2.7K shares104.92%2026-03-312026-04-13

ALSN ALLISON TRANSMISSION HLDGS I498 shares-3.49%2026-03-312026-04-13

CF CF INDUSTRIES HOLD447 shares55.21%2026-03-312026-04-13

CHWY CHEWY INC2.1K shares-7.63%2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION1.0K shares111.32%2026-03-312026-04-13

Sponsored

VLY VALLEY NATL BANCORP4.7K shares65.30%2026-03-312026-04-13

WELL WELLTOWER INC291 shares10.65%2026-03-312026-04-13

RIO RIO TINTO PLC615 shares230.65%2026-03-312026-04-13

OHI OMEGA HEALTHCARE INVS INC1.3K shares-2.39%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC575 shares-37.50%2026-03-312026-04-13

IJH ISHARES TR843 shares34.88%2026-03-312026-04-13

MTG MGIC INVT CORP WIS2.2K shares-26.94%2026-03-312026-04-13

IVW ISHARES TR501 shares0.00%2026-03-312026-04-13

Sponsored

DECK DECKERS OUTDOOR CORP566 shares121.09%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR2.2K sharesnew addition2026-03-312026-04-13

BCS BARCLAYS PLC2.7K shares84.96%2026-03-312026-04-13

NTRS NORTHERN TR CORP401 shares27.71%2026-03-312026-04-13

BIIB BIOGEN INC305 shares29.24%2026-03-312026-04-13

JEF JEFFERIES FINANCIAL GROUP IN1.3K shares81.52%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC119 shares-32.39%2026-03-312026-04-13

KDP KEURIG DR PEPPER INC2.1K shares-52.08%2026-03-312026-04-13

Sponsored

UNILEVER PLC UNILEVER PLC962 shares70.57%2026-03-312026-04-13

KLAC KLA CORP37 shares-2.63%2026-03-312026-04-13

HCA HCA HEALTHCARE INC115 shares2.68%2026-03-312026-04-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC232 shares-33.52%2026-03-312026-04-13

CNH CNH INDL N V4.9K shares-11.55%2026-03-312026-04-13

MT ARCELORMITTAL SA LUXEMBOURG1.0K shares29.41%2026-03-312026-04-13

PKG PACKAGING CORP AMER253 shares-3.80%2026-03-312026-04-13

LOW LOWES COS INC227 shares29.71%2026-03-312026-04-13

Sponsored

VMI VALMONT INDS INC133 shares8.13%2026-03-312026-04-13

DOV DOVER CORP253 shares27.78%2026-03-312026-04-13

GSK PLC GSK PLC951 shares33.19%2026-03-312026-04-13

ETSY ETSY INC1.0K shares-48.21%2026-03-312026-04-13

SAM BOSTON BEER INC225 shares55.17%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND261 shares-45.96%2026-03-312026-04-13

SHEL SHELL PLC555 shares62.28%2026-03-312026-04-13

IPGP IPG PHOTONICS CORP450 shares-3.85%2026-03-312026-04-13

Sponsored

GLW CORNING INC379 shares95.36%2026-03-312026-04-13

RPM RPM INTL INC518 shares57.45%2026-03-312026-04-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO839 shares207.33%2026-03-312026-04-13

MFG MIZUHO FINANCIAL GROUP INC6.5K shares32.92%2026-03-312026-04-13

TD TORONTO DOMINION BK ONT549 shares65.36%2026-03-312026-04-13

DT DYNATRACE INC1.4K shares53.79%2026-03-312026-04-13

CLH CLEAN HARBORS INC177 shares16.45%2026-03-312026-04-13

ARMK ARAMARK1.2K shares-4.51%2026-03-312026-04-13

Sponsored

AEP AMERICAN ELEC PWR CO INC385 shares26.64%2026-03-312026-04-13

AGX ARGAN INC92 shares-1.08%2026-03-312026-04-13

NNN NNN REIT INC1.2K shares-3.72%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC311 shares-63.33%2026-03-312026-04-13

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW469 shares75.00%2026-03-312026-04-13

VUG VANGUARD INDEX FDS114 shares245.45%2026-03-312026-04-13

BFAM BRIGHT HORIZONS FAM SOL IN D605 shares10.60%2026-03-312026-04-13

COKE COCA COLA CONS INC258 shares0.00%2026-03-312026-04-13

Sponsored

T AT&T INC1.7K shares-45.04%2026-03-312026-04-13

BYD BOYD GAMING CORP595 shares27.96%2026-03-312026-04-13

EVRG EVERGY INC596 shares9.16%2026-03-312026-04-13

BKR BAKER HUGHES COMPANY795 shares0.76%2026-03-312026-04-13

HAS HASBRO INC517 shares0.00%2026-03-312026-04-13

VIOO VANGUARD ADMIRAL FDS INC418 sharesnew addition2026-03-312026-04-13

TAK TAKEDA PHARMACEUTICAL CO LTD2.6K shares41.97%2026-03-312026-04-13

GRMN GARMIN LTD206 shares39.19%2026-03-312026-04-13

Sponsored

ST SENSATA TECHNOLOGIES HLDG PL1.4K shares8.22%2026-03-312026-04-13

LYG LLOYDS BANKING GROUP PLC9.5K shares70.31%2026-03-312026-04-13

MAT MATTEL INC3.3K shares9.77%2026-03-312026-04-13

HUBS HUBSPOT INC195 shares236.21%2026-03-312026-04-13

DAR DARLING INGREDIENTS INC755 shares1010.29%2026-03-312026-04-13

AWI ARMSTRONG WORLD INDS INC NEW282 shares-14.29%2026-03-312026-04-13

PFG PRINCIPAL FINANCIAL GROUP IN515 shares0.78%2026-03-312026-04-13

LITE LUMENTUM HLDGS INC66 sharesnew addition2026-03-312026-04-13

Sponsored

ARW ARROW ELECTRS INC322 shares-4.17%2026-03-312026-04-13

BPOP POPULAR INC344 shares10.26%2026-03-312026-04-13

INTU INTUIT106 shares211.76%2026-03-312026-04-13

GLPI GAMING & LEISURE P1.0K shares18.82%2026-03-312026-04-13

OMF ONEMAIN HLDGS INC850 shares143.55%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR1.6K sharesnew addition2026-03-312026-04-13

KEY KEYCORP2.3K shares31.02%2026-03-312026-04-13

PEGA PEGASYSTEMS INC1.1K shares-5.03%2026-03-312026-04-13

Sponsored

LDOS LEIDOS HOLDINGS INC289 shares-15.50%2026-03-312026-04-13

SMFG SUMITOMO MITSUI FIN GRP INC2.3K shares46.68%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC53 shares26.19%2026-03-312026-04-13

ALV AUTOLIV INC425 shares44.56%2026-03-312026-04-13

STERIS PLC STERIS PLC202 shares-28.62%2026-03-312026-04-13

DOCU DOCUSIGN INC939 shares116.86%2026-03-312026-04-13

CASY CASEYS GEN STORES INC61 shares12.96%2026-03-312026-04-13

CSX CSX CORP1.1K shares-5.26%2026-03-312026-04-13

Sponsored

MOS MOSAIC CO1.7K shares8180.95%2026-03-312026-04-13

ENS ENERSYS255 shares32.12%2026-03-312026-04-13

CFG CITIZENS FINL GROUP INC737 shares3.37%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP470 shares75.37%2026-03-312026-04-13

SU SUNCOR ENERGY INC NEW668 shares79.57%2026-03-312026-04-13

UHS UNIVERSAL HLTH SVCS INC246 shares-3.15%2026-03-312026-04-13

HOOD ROBINHOOD MKTS INC628 shares-29.44%2026-03-312026-04-13

UNM UNUM GROUP594 shares-2.30%2026-03-312026-04-13

Sponsored

PCAR PACCAR INC371 shares1.92%2026-03-312026-04-13

UNP UNION PAC CORP176 shares-14.98%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP62 shares1.64%2026-03-312026-04-13

XLP SELECT SECTOR SPDR TR518 sharesnew addition2026-03-312026-04-13

NOBL PROSHARES TR400 shares0.00%2026-03-312026-04-13

OTIS OTIS WORLDWIDE CORP550 shares-0.54%2026-03-312026-04-13

CINF CINCINNATI FINL CORP268 shares1.13%2026-03-312026-04-13

SONY SONY GROUP CORP2.0K shares77.49%2026-03-312026-04-13

Sponsored

VFVA VANGUARD WELLINGTON FD312 shares0.00%2026-03-312026-04-13

GWRE GUIDEWIRE SOFTWARE INC280 shares33.97%2026-03-312026-04-13

TM TOYOTA MOTOR CORP203 shares75.00%2026-03-312026-04-13

ALLE ALLEGION PLC287 shares2.14%2026-03-312026-04-13

WPC WP CAREY INC611 shares-8.26%2026-03-312026-04-13

WCC WESCO INTL INC149 shares12.03%2026-03-312026-04-13

IEMG ISHARES INC582 sharesnew addition2026-03-312026-04-13

TREX TREX INC1.1K shares776.38%2026-03-312026-04-13

Sponsored

PCOR PROCORE TECHNOLOGIES INC711 shares736.47%2026-03-312026-04-13

VTR VENTAS INC495 shares-13.01%2026-03-312026-04-13

BMO BANK MONTREAL MEDIUM297 shares38.14%2026-03-312026-04-13

RMBS RAMBUS INC DEL465 shares11.24%2026-03-312026-04-13

FNB F N B CORP2.4K shares0.00%2026-03-312026-04-13

OC OWENS CORNING NEW368 shares291.49%2026-03-312026-04-13

CRS CARPENTER TECHNOLOGY CORP101 shares134.88%2026-03-312026-04-13

SSNC SS&C TECH HLDGS586 shares40.53%2026-03-312026-04-13

Sponsored

DLTR DOLLAR TREE INC359 shares10.46%2026-03-312026-04-13

LOPE GRAND CANYON ED INC231 shares-8.70%2026-03-312026-04-13

LW LAMB WESTON HLDGS INC926 shares478.75%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC337 shares301.19%2026-03-312026-04-13

DRS LEONARDO DRS INC875 shares29.63%2026-03-312026-04-13

MAN MANPOWERGROUP INC WIS1.3K shares84.92%2026-03-312026-04-13

ATI ATI INC262 shares0.77%2026-03-312026-04-13

JAZZ JAZZ PHARMACEUTICALS PLC200 shares185.71%2026-03-312026-04-13

Sponsored

LASR NLIGHT INC656 shares0.00%2026-03-312026-04-13

FER FERROVIAL SE575 shares103.90%2026-03-312026-04-13

MKSI MKS INC.162 shares95.18%2026-03-312026-04-13

AMT AMERICAN TOWER CORP215 shares-50.35%2026-03-312026-04-13

BBWI BATH & BODY WORKS INC2.0K shares70.78%2026-03-312026-04-13

CACI CACI INTL INC68 shares6.25%2026-03-312026-04-13

CMC COMMERCIAL METALS CO601 shares23.16%2026-03-312026-04-13

AX AXOS FINANCIAL INC432 shares0.00%2026-03-312026-04-13

Sponsored

FMNB FARMERS NATIONAL BANC CORP2.8K shares-0.36%2026-03-312026-04-13

AMH AMERICAN HOMES 4 RENT1.3K shares58.89%2026-03-312026-04-13

APTIV PLC APTIV PLC526 shares-5.23%2026-03-312026-04-13

FRPT FRESHPET INC618 shares-1.28%2026-03-312026-04-13

VGT VANGUARD WORLD FD52 shares0.00%2026-03-312026-04-13

XLY SELECT SECTOR SPDR TR332 sharesnew addition2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY123 shares59.74%2026-03-312026-04-13

AOS SMITH A O CORP546 shares-18.26%2026-03-312026-04-13

Sponsored

J JACOBS SOLUTIONS INC281 shares-17.35%2026-03-312026-04-13

EA ELECTRONIC ARTS INC175 shares43.44%2026-03-312026-04-13

NXPI NXP SEMICONDUCTORS N V181 shares-1.09%2026-03-312026-04-13

FOXA FOX CORP610 shares2.01%2026-03-312026-04-13

BOXX

EA SERIES TRUST

4.36%

Shares497.0K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

2.69%

Shares1.4M

Event2026-03-31

Filed2026-04-13

DFIC

DIMENSIONAL ETF TRUST

1.32%

Shares1.1M

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

3.81%

Shares721.0K

Event2026-03-31

Filed2026-04-13

DFEV

DIMENSIONAL ETF TRUST

-0.47%

Shares701.3K

Event2026-03-31

Filed2026-04-13

DIHP

DIMENSIONAL ETF TRUST

2.83%

Shares459.1K

Event2026-03-31

Filed2026-04-13

TYA

SIMPLIFY EXCHANGE TRADED FUN

9.26%

Shares902.4K

Event2026-03-31

Filed2026-04-13

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-8.21%

Shares229.9K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

5.82%

Shares96.0K

Event2026-03-31

Filed2026-04-13

RFIX

SIMPLIFY EXCHANGE TRADED FUN

1.43%

Shares168.8K

Event2026-03-31

Filed2026-04-13

AVDE

AMERICAN CENTY ETF TR

0.10%

Shares60.4K

Event2026-03-31

Filed2026-04-13

AVUS

AMERICAN CENTY ETF TR

5.99%

Shares43.3K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

-2.39%

Shares41.6K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

-2.91%

Shares35.7K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-49.55%

Shares7.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

7.71%

Shares9.2K

Event2026-03-31

Filed2026-04-13

DFSV

DIMENSIONAL ETF TRUST

-1.86%

Shares61.7K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

1.94%

Shares73.9K

Event2026-03-31

Filed2026-04-13

TFLR

T ROWE PRICE ETF INC

-7.40%

Shares37.6K

Event2026-03-31

Filed2026-04-13

AVUQ

AMERICAN CENTY ETF TR

20.25%

Shares27.8K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

22.83%

Shares7.6K

Event2026-03-31

Filed2026-04-13

PMBS

PIMCO ETF TR

New

Shares24.1K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

145.64%

Shares4.0K

Event2026-03-31

Filed2026-04-13

AVES

AMERICAN CENTY ETF TR

3.29%

Shares16.3K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-1.50%

Shares1.1K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

157.74%

Shares2.3K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

43.87%

Shares1.9K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

32.27%

Shares3.2K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

252.32%

Shares2.2K

Event2026-03-31

Filed2026-04-13

BWXT

BWX TECHNOLOGIES INC

0.78%

Shares3.1K

Event2026-03-31

Filed2026-04-13

FIX

COMFORT SYS USA INC

5.92%

Shares447

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

65.04%

Shares2.3K

Event2026-03-31

Filed2026-04-13

DFEM

DIMENSIONAL ETF TRUST

-3.58%

Shares14.8K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

8.40%

Shares3.9K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

23.18%

Shares7.6K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

18.33%

Shares1.6K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

686.53%

Shares4.8K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

5.92%

Shares716

Event2026-03-31

Filed2026-04-13

DFSU

DIMENSIONAL ETF TRUST

-2.69%

Shares10.3K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

7.54%

Shares3.4K

Event2026-03-31

Filed2026-04-13

PCG

PG&E CORP

62.09%

Shares23.8K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

54.82%

Shares1.4K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

148.85%

Shares433

Event2026-03-31

Filed2026-04-13

FNDX

SCHWAB STRATEGIC TR

New

Shares14.3K

Event2026-03-31

Filed2026-04-13

EIX

EDISON INTL

16.58%

Shares5.3K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

New

Shares12.5K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

4.07%

Shares3.0K

Event2026-03-31

Filed2026-04-13

ABNB

AIRBNB INC

81.97%

Shares2.8K

Event2026-03-31

Filed2026-04-13

PWV

INVESCO EXCHANGE TRADED FD T

-6.84%

Shares4.8K

Event2026-03-31

Filed2026-04-13

PARKER-HANNIFIN CORP

5.31%

Shares377

Event2026-03-31

Filed2026-04-13

FTI

TECHNIPFMC PLC

7.99%

Shares4.9K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

2.54%

Shares2.1K

Event2026-03-31

Filed2026-04-13

CITIGROUP INC

5.81%

Shares2.9K

Event2026-03-31

Filed2026-04-13

JBHT

HUNT J B TRANS SVCS INC

11.85%

Shares1.5K

Event2026-03-31

Filed2026-04-13

TPR

TAPESTRY INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

GENERAL MTRS CO

9.64%

Shares4.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

44.41%

Shares1.1K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

54.22%

Shares896

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

28.63%

Shares620

Event2026-03-31

Filed2026-04-13

DFSI

DIMENSIONAL ETF TRUST

-4.70%

Shares6.7K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

73.63%

Shares316

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

-0.26%

Shares4.3K

Event2026-03-31

Filed2026-04-13

CNC

CENTENE CORP DEL

6.80%

Shares8.3K

Event2026-03-31

Filed2026-04-13

MMC

MARSH & MCLENNAN COS INC

402.56%

Shares1.6K

Event2026-03-31

Filed2026-04-13

HWM

HOWMET AEROSPACE INC

1.32%

Shares1.1K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

148.98%

Shares1.8K

Event2026-03-31

Filed2026-04-13

ILMN

ILLUMINA INC

-6.60%

Shares2.1K

Event2026-03-31

Filed2026-04-13

DVN

DEVON ENERGY CORP NEW

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-13

CHUBB LTD SWITZ

5.55%

Shares780

Event2026-03-31

Filed2026-04-13

FQAL

FIDELITY COVINGTON TRUST

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-13

INTC

INTEL CORP

-15.01%

Shares5.6K

Event2026-03-31

Filed2026-04-13

JCI

JOHNSON CONTROLS INTERNATION

17.52%

Shares1.9K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

15.22%

Shares1.8K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

66.52%

Shares1.5K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

114.89%

Shares404

Event2026-03-31

Filed2026-04-13

PSX

PHILLIPS 66

-6.94%

Shares1.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

New

Shares882

Event2026-03-31

Filed2026-04-13