Sponsored

The Analysis of Truepoint, Inc.'s Holdings & P&L

Currently, Truepoint, Inc. holds 148 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in DFCF (+518.9K shares, valued at $21.9M), BSV (+238.4K shares, valued at $18.7M), VV (+53.9K shares, valued at $16.1M); decreased their positions in VEA (-133.9K shares, valued at $8.6M), IEFA (-56.4K shares, valued at $5.1M), VTI (-13.8K shares, valued at $4.4M); initiated new positions in N/A (+5.2K shares, valued at $1.0M), NUE (+2.9K shares, valued at $490.7K), PWR (+742 shares, valued at $407.4K).

1M P&L

+110.2M+2.31%

3M P&L

-854.1M-14.90%

HY P&L

-728.4M-13.00%

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/A4.4B

98.9%

2Household & Personal Products18.8M

0.4%

3Consumer Electronics5.6M

0.1%

Top Industries by Stock Count

1N/A94 stocks

69.6%

2Drug Manufacturers - General3 stocks

2.2%

3Beverages - Non-Alcoholic3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BSV VANGUARD BD INDEX FDS7.2M shares3.42%2026-03-312026-05-08

DFCF DIMENSIONAL ETF TRUST13.1M shares4.14%2026-03-312026-05-08

IVV ISHARES TR695.8K shares1.98%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.2M shares-1.16%2026-03-312026-05-08

AVUV AMERICAN CENTY ETF TR2.9M shares0.87%2026-03-312026-05-08

VOT VANGUARD INDEX FDS1.1M shares3.50%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED INTL FD3.5M shares-3.73%2026-03-312026-05-08

VUG VANGUARD INDEX FDS423.1K shares2.33%2026-03-312026-05-08

Sponsored

DFEM DIMENSIONAL ETF TRUST5.3M shares5.78%2026-03-312026-05-08

DFNM DIMENSIONAL ETF TRUST3.1M shares4.09%2026-03-312026-05-08

DFLV DIMENSIONAL ETF TRUST3.6M shares5.14%2026-03-312026-05-08

VV VANGUARD INDEX FDS352.3K shares18.05%2026-03-312026-05-08

IEFA ISHARES TR1.1M shares-4.73%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST1.9M shares-1.19%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST1.5M shares-1.56%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR3.3M shares-3.77%2026-03-312026-05-08

Sponsored

DFIC DIMENSIONAL ETF TRUST2.0M shares-4.81%2026-03-312026-05-08

SUB ISHARES TR448.8K shares5.42%2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST1.3M shares0.32%2026-03-312026-05-08

ITOT ISHARES TR320.7K shares-1.28%2026-03-312026-05-08

IWP ISHARES TR336.3K shares17.92%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR455.5K shares-0.56%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR1.1M shares-1.71%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR845.5K shares1.05%2026-03-312026-05-08

Sponsored

IWV ISHARES TR58.1K shares-0.75%2026-03-312026-05-08

PG PROCTER AND GAMBLE CO129.8K shares-1.41%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST372.8K shares-1.85%2026-03-312026-05-08

EA SERIES TRUST EA SERIES TRUST233.3K shares-4.98%2026-03-312026-05-08

IWF ISHARES TR22.5K shares0.03%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR321.1K shares38.95%2026-03-312026-05-08

DCOR DIMENSIONAL ETF TRUST123.4K shares10.69%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS191.3K shares-10.50%2026-03-312026-05-08

Sponsored

SPY SPDR S&P 500 ETF TR11.8K shares-0.08%2026-03-312026-05-08

AVDV AMERICAN CENTY ETF TR66.7K shares-5.06%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS84.6K shares26.06%2026-03-312026-05-08

AAPL APPLE INC22.0K shares-0.55%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares17.98%2026-03-312026-05-08

VBR VANGUARD INDEX FDS22.8K shares-0.88%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS76.8K shares1.61%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares-0.09%2026-03-312026-05-08

Sponsored

DFSU DIMENSIONAL ETF TRUST92.4K shares0.53%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F64.8K shares-0.75%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS36.7K shares1.95%2026-03-312026-05-08

IVW ISHARES TR27.9K shares-1.73%2026-03-312026-05-08

VGT VANGUARD WORLD FD4.3K shares0.00%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR37.2K shares-1.30%2026-03-312026-05-08

IVE ISHARES TR13.6K shares-1.66%2026-03-312026-05-08

EMR EMERSON ELEC CO21.0K shares-0.47%2026-03-312026-05-08

Sponsored

DFSI DIMENSIONAL ETF TRUST64.1K shares-3.75%2026-03-312026-05-08

MSFT MICROSOFT CORP7.3K shares1.56%2026-03-312026-05-08

VXUS VANGUARD STAR FDS34.8K shares1.97%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F32.6K shares-0.42%2026-03-312026-05-08

ALPHABET INC ALPHABET INC8.5K shares-1.68%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS45.8K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC10.6K shares-2.89%2026-03-312026-05-08

NVDA NVIDIA CORPORATION12.2K shares-3.04%2026-03-312026-05-08

Sponsored

IWB ISHARES TR5.9K shares0.00%2026-03-312026-05-08

IVOO VANGUARD ADMIRAL FDS INC18.2K shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS9.9K shares0.15%2026-03-312026-05-08

AVIG AMERICAN CENTY ETF TR41.9K shares-17.69%2026-03-312026-05-08

QYLD GLOBAL X FDS98.8K shares0.00%2026-03-312026-05-08

EEM ISHARES TR29.7K shares0.00%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST23.4K shares-1.70%2026-03-312026-05-08

VO VANGUARD INDEX FDS5.3K shares-2.44%2026-03-312026-05-08

Sponsored

AVDE AMERICAN CENTY ETF TR16.3K shares-4.04%2026-03-312026-05-08

DFSE DIMENSIONAL ETF TRUST32.0K shares0.89%2026-03-312026-05-08

EAGG ISHARES TR26.5K shares0.23%2026-03-312026-05-08

VBK VANGUARD INDEX FDS4.1K shares-0.47%2026-03-312026-05-08

IWS ISHARES TR8.0K shares-0.25%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.9K shares9.06%2026-03-312026-05-08

MUB ISHARES TR10.5K shares-5.94%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-6.31%2026-03-312026-05-08

Sponsored

AVUS AMERICAN CENTY ETF TR9.5K shares20.47%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO3.4K shares-0.59%2026-03-312026-05-08

SCZ ISHARES TR12.4K shares0.00%2026-03-312026-05-08

BROADCOM INC BROADCOM INC3.1K shares3.14%2026-03-312026-05-08

EFA ISHARES TR9.5K shares-12.30%2026-03-312026-05-08

IJK ISHARES TR8.9K shares0.06%2026-03-312026-05-08

IMCG ISHARES TR10.9K shares12.38%2026-03-312026-05-08

Sponsored

KMI KINDER MORGAN INC DEL25.1K shares-2.14%2026-03-312026-05-08

ESGV VANGUARD WORLD FD7.1K shares0.52%2026-03-312026-05-08

XOM EXXON MOBIL CORP4.7K shares34.88%2026-03-312026-05-08

IJR ISHARES TR6.3K shares3.31%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS7.0K shares2.26%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.1K shares4.49%2026-03-312026-05-08

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.7K shares-13.22%2026-03-312026-05-08

IJH ISHARES TR11.1K shares2.31%2026-03-312026-05-08

Sponsored

SLV ISHARES SILVER TR10.5K shares0.00%2026-03-312026-05-08

MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares-1.12%2026-03-312026-05-08

GEV GE VERNOVA INC791 shares19.31%2026-03-312026-05-08

VOE VANGUARD INDEX FDS3.7K shares-0.32%2026-03-312026-05-08

VB VANGUARD INDEX FDS2.6K shares0.70%2026-03-312026-05-08

IEMG ISHARES INC9.7K shares-0.42%2026-03-312026-05-08

CINF CINCINNATI FINL CORP4.1K shares-47.13%2026-03-312026-05-08

COST COSTCO WHSL CORP NEW624 shares0.16%2026-03-312026-05-08

Sponsored

PIPR PIPER SANDLER COMPANIES7.8K shares300.00%2026-03-312026-05-08

VSGX VANGUARD WORLD FD8.2K shares0.39%2026-03-312026-05-08

HD HOME DEPOT INC1.8K shares-2.45%2026-03-312026-05-08

GSLC GOLDMAN SACHS ETF TR4.7K shares0.00%2026-03-312026-05-08

V VISA INC1.9K shares-1.37%2026-03-312026-05-08

LLY ELI LILLY & CO601 shares-3.22%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares1.06%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST10.4K shares0.00%2026-03-312026-05-08

Sponsored

CVX CHEVRON CORP NEW2.6K shares39.07%2026-03-312026-05-08

SDY SPDR SER TR3.6K shares-30.03%2026-03-312026-05-08

WMT WALMART INC4.2K shares9.29%2026-03-312026-05-08

NUE NUCOR CORP2.9K sharesnew addition2026-03-312026-05-08

IWD ISHARES TR2.2K shares-0.32%2026-03-312026-05-08

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-08

IWR ISHARES TR4.3K shares0.00%2026-03-312026-05-08

RPM RPM INTL INC4.2K shares0.00%2026-03-312026-05-08

Sponsored

PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2026-03-312026-05-08

AAUS EA SERIES TRUST7.9K shares0.00%2026-03-312026-05-08

PWR QUANTA SVCS INC742 sharesnew addition2026-03-312026-05-08

VXF VANGUARD INDEX FDS2.0K shares0.20%2026-03-312026-05-08

IWM ISHARES TR1.6K shares0.00%2026-03-312026-05-08

IWN ISHARES TR2.1K shares-0.09%2026-03-312026-05-08

SPYV SPDR SER TR6.9K shares-4.53%2026-03-312026-05-08

USO UNITED STS OIL FD LP3.0K shares0.00%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC634 shares-0.63%2026-03-312026-05-08

MCD MCDONALDS CORP1.1K shares-4.84%2026-03-312026-05-08

KVYO KLAVIYO INC17.6K shares0.00%2026-03-312026-05-08

ETHE GRAYSCALE ETHEREUM STAKING E20.0K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC4.3K shares4.80%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP962 shares0.00%2026-03-312026-05-08

SPMD SPDR SER TR5.4K shares0.04%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR10.3K shares-0.16%2026-03-312026-05-08

Sponsored

USB US BANCORP DEL6.0K shares0.00%2026-03-312026-05-08

PRMB PRIMO BRANDS CORPORATION16.0K shares0.00%2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F6.7K shares-18.06%2026-03-312026-05-08

ABBV ABBVIE INC1.3K shares13.67%2026-03-312026-05-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.2K shares-3.38%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-0.25%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS5.5K shares27.60%2026-03-312026-05-08

TJX TJX COS INC NEW1.6K shares-1.41%2026-03-312026-05-08

Sponsored

GLW CORNING INC1.8K sharesnew addition2026-03-312026-05-08

SCHZ SCHWAB STRATEGIC TR10.8K sharesnew addition2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.79%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC2.3K shares3.43%2026-03-312026-05-08

BAC BANK AMERICA CORP4.5K shares7.06%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC837 shares0.00%2026-03-312026-05-08

KO COCA COLA CO2.8K shares-59.90%2026-03-312026-05-08

Sponsored

NLR VANECK ETF TRUST1.6K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-05-08

HAYW HAYWARD HLDGS INC15.1K sharesnew addition2026-03-312026-05-08

ZOVIO INC ZOVIO INC48.5K shares0.00%2026-03-312026-05-08

BSV

VANGUARD BD INDEX FDS

3.42%

Shares7.2M

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

4.14%

Shares13.1M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

1.98%

Shares695.8K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-1.16%

Shares1.2M

Event2026-03-31

Filed2026-05-08

AVUV

AMERICAN CENTY ETF TR

0.87%

Shares2.9M

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD INDEX FDS

3.50%

Shares1.1M

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED INTL FD

-3.73%

Shares3.5M

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

2.33%

Shares423.1K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

5.78%

Shares5.3M

Event2026-03-31

Filed2026-05-08

DFNM

DIMENSIONAL ETF TRUST

4.09%

Shares3.1M

Event2026-03-31

Filed2026-05-08

DFLV

DIMENSIONAL ETF TRUST

5.14%

Shares3.6M

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

18.05%

Shares352.3K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

-4.73%

Shares1.1M

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

-1.19%

Shares1.9M

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

-1.56%

Shares1.5M

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

-3.77%

Shares3.3M

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

-4.81%

Shares2.0M

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

5.42%

Shares448.8K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

0.32%

Shares1.3M

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

-1.28%

Shares320.7K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

17.92%

Shares336.3K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

-0.56%

Shares455.5K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-1.71%

Shares1.1M

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

1.05%

Shares845.5K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TR

-0.75%

Shares58.1K

Event2026-03-31

Filed2026-05-08

PROCTER AND GAMBLE CO

-1.41%

Shares129.8K

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

-1.85%

Shares372.8K

Event2026-03-31

Filed2026-05-08

EA SERIES TRUST

-4.98%

Shares233.3K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

0.03%

Shares22.5K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

38.95%

Shares321.1K

Event2026-03-31

Filed2026-05-08

DCOR

DIMENSIONAL ETF TRUST

10.69%

Shares123.4K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-10.50%

Shares191.3K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

-0.08%

Shares11.8K

Event2026-03-31

Filed2026-05-08

AVDV

AMERICAN CENTY ETF TR

-5.06%

Shares66.7K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

26.06%

Shares84.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.55%

Shares22.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

17.98%

Shares8.8K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

-0.88%

Shares22.8K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

1.61%

Shares76.8K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.09%

Shares5.7K

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

0.53%

Shares92.4K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

-0.75%

Shares64.8K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

1.95%

Shares36.7K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-1.73%

Shares27.9K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR

-1.30%

Shares37.2K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-1.66%

Shares13.6K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

-0.47%

Shares21.0K

Event2026-03-31

Filed2026-05-08

DFSI

DIMENSIONAL ETF TRUST

-3.75%

Shares64.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

1.56%

Shares7.3K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

1.97%

Shares34.8K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

-0.42%

Shares32.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.68%

Shares8.5K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares45.8K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-2.89%

Shares10.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-3.04%

Shares12.2K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

0.15%

Shares9.9K

Event2026-03-31

Filed2026-05-08

AVIG

AMERICAN CENTY ETF TR

-17.69%

Shares41.9K

Event2026-03-31

Filed2026-05-08

QYLD

GLOBAL X FDS

0.00%

Shares98.8K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

0.00%

Shares29.7K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

-1.70%

Shares23.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-2.44%

Shares5.3K

Event2026-03-31

Filed2026-05-08

AVDE

AMERICAN CENTY ETF TR

-4.04%

Shares16.3K

Event2026-03-31

Filed2026-05-08

DFSE

DIMENSIONAL ETF TRUST

0.89%

Shares32.0K

Event2026-03-31

Filed2026-05-08

EAGG

ISHARES TR

0.23%

Shares26.5K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

-0.47%

Shares4.1K

Event2026-03-31

Filed2026-05-08

IWS

ISHARES TR

-0.25%

Shares8.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

9.06%

Shares3.9K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

-5.94%

Shares10.5K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-6.31%

Shares1.9K

Event2026-03-31

Filed2026-05-08

AVUS

AMERICAN CENTY ETF TR

20.47%

Shares9.5K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

New

Shares5.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-0.59%

Shares3.4K

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

3.14%

Shares3.1K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

-12.30%

Shares9.5K

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

0.06%

Shares8.9K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

12.38%

Shares10.9K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

-2.14%

Shares25.1K

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD WORLD FD

0.52%

Shares7.1K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

34.88%

Shares4.7K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

3.31%

Shares6.3K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

2.26%

Shares7.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

4.49%

Shares3.1K

Event2026-03-31

Filed2026-05-08

GENERAL ELECTRIC CO

-13.22%

Shares2.7K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

2.31%

Shares11.1K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-08

MDY

SPDR S&P MIDCAP 400 ETF TR

-1.12%

Shares1.1K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

19.31%

Shares791

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

-0.32%

Shares3.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.70%

Shares2.6K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

-0.42%

Shares9.7K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP

-47.13%

Shares4.1K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHSL CORP NEW

0.16%

Shares624

Event2026-03-31

Filed2026-05-08

PIPR

PIPER SANDLER COMPANIES

300.00%

Shares7.8K

Event2026-03-31

Filed2026-05-08

VSGX

VANGUARD WORLD FD

0.39%

Shares8.2K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-2.45%

Shares1.8K

Event2026-03-31

Filed2026-05-08

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

VISA INC

-1.37%

Shares1.9K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-3.22%

Shares601

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

1.06%

Shares1.6K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORP NEW

39.07%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SER TR

-30.03%

Shares3.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

9.29%

Shares4.2K

Event2026-03-31

Filed2026-05-08

NUE

NUCOR CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

-0.32%

Shares2.2K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

RPM

RPM INTL INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

AAUS

EA SERIES TRUST

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC

New

Shares742

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

0.20%

Shares2.0K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

-0.09%

Shares2.1K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SER TR

-4.53%

Shares6.9K

Event2026-03-31

Filed2026-05-08

USO

UNITED STS OIL FD LP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08