Sponsored

The Analysis of Vawter Financial, Ltd.'s Holdings & P&L

Currently, Vawter Financial, Ltd. holds 122 types of securities in its portfolio with a total value $237.6M. In the most recent quarter, they have increased their positions in PSN (+21.3K shares, valued at $1.2M), JBND (+18.4K shares, valued at $991.9K), BNDX (+16.9K shares, valued at $811.7K); decreased their positions in DFAT (-13.4K shares, valued at $837.8K), VBK (-2.0K shares, valued at $617.5K), CGXU (-16.6K shares, valued at $490.9K); initiated new positions in PSN (+21.3K shares, valued at $1.2M), AVEM (+5.1K shares, valued at $411.8K), BALT (+7.4K shares, valued at $247.9K).

1M P&L

+3.3M+1.35%

3M P&L

+1.3M+0.52%

HY P&L

+17.4M+7.47%

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/A217.3M

93.1%

2Drug Manufacturers - General3.0M

1.3%

3Consumer Electronics2.8M

1.2%

Top Industries by Stock Count

1N/A88 stocks

77.2%

2Drug Manufacturers - General3 stocks

2.6%

3Oil & Gas Integrated3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JBND J P MORGAN EXCHANGE TRADED F344.5K shares5.66%2026-03-312026-05-15

VBK VANGUARD INDEX FDS50.9K shares-3.86%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS284.8K shares6.31%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS161.5K shares-0.14%2026-03-312026-05-15

VB VANGUARD INDEX FDS47.9K shares-1.72%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST338.2K shares-2.86%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR224.8K shares3.17%2026-03-312026-05-15

CGXU CAPITAL GROUP INTL FOCUS EQT328.1K shares-4.83%2026-03-312026-05-15

Sponsored

DFAT DIMENSIONAL ETF TRUST135.6K shares-9.00%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF167.2K shares3.09%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR60.3K shares11.77%2026-03-312026-05-15

IVV ISHARES TR9.8K shares2.28%2026-03-312026-05-15

BBHY J P MORGAN EXCHANGE TRADED F120.8K shares7.56%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST192.0K shares4.36%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST139.6K shares0.28%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F32.7K shares-8.54%2026-03-312026-05-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F91.1K shares11.31%2026-03-312026-05-15

RODM LATTICE STRATEGIES TR94.4K shares-2.84%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.5K shares-2.59%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR41.8K shares4.10%2026-03-312026-05-15

IJR ISHARES TR26.4K shares-12.28%2026-03-312026-05-15

VBR VANGUARD INDEX FDS13.6K shares0.00%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-05-15

AAPL APPLE INC10.3K shares0.01%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.7K shares-0.06%2026-03-312026-05-15

IAGG ISHARES TR43.3K shares10.15%2026-03-312026-05-15

VTI VANGUARD INDEX FDS6.4K shares0.49%2026-03-312026-05-15

IWN ISHARES TR10.0K shares-9.19%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F37.0K shares-4.06%2026-03-312026-05-15

IJH ISHARES TR26.8K shares2.13%2026-03-312026-05-15

AGG ISHARES TR17.8K shares1.08%2026-03-312026-05-15

LLY ELI LILLY & CO1.9K shares-0.53%2026-03-312026-05-15

Sponsored

IWO ISHARES TR4.5K shares-2.17%2026-03-312026-05-15

VTV VANGUARD INDEX FDS6.8K shares0.09%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST52.6K shares0.03%2026-03-312026-05-15

IWB ISHARES TR3.4K shares-1.23%2026-03-312026-05-15

PSN PARSONS CORP DEL21.3K sharesnew addition2026-03-312026-05-15

IWD ISHARES TR5.4K shares0.00%2026-03-312026-05-15

SDY SPDR SERIES TRUST7.5K shares0.00%2026-03-312026-05-15

AVMA AMERICAN CENTY ETF TR15.4K shares4.45%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO3.3K shares-12.70%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR11.3K shares159.24%2026-03-312026-05-15

VXUS VANGUARD STAR FDS10.9K shares4.07%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR16.7K shares-3.71%2026-03-312026-05-15

SPMD SPDR SERIES TRUST12.7K shares0.00%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR22.4K shares-22.03%2026-03-312026-05-15

IWM ISHARES TR2.9K shares-14.61%2026-03-312026-05-15

AVGE AMERICAN CENTY ETF TR8.2K shares19.30%2026-03-312026-05-15

Sponsored

JPLD J P MORGAN EXCHANGE TRADED F12.9K shares13.28%2026-03-312026-05-15

IWF ISHARES TR1.6K shares0.00%2026-03-312026-05-15

O REALTY INCOME CORP10.9K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION3.5K shares-6.28%2026-03-312026-05-15

SLYG SPDR SERIES TRUST6.3K shares-3.02%2026-03-312026-05-15

CVX CHEVRON CORPORATION2.8K shares0.07%2026-03-312026-05-15

IWV ISHARES TR1.5K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON2.3K shares-26.01%2026-03-312026-05-15

Sponsored

UBCP UNITED BANCORP INC OHIO36.3K shares1.88%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR17.9K shares-1.94%2026-03-312026-05-15

JPIN J P MORGAN EXCHANGE TRADED F7.3K shares0.00%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP14.5K shares0.00%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F10.1K shares-3.80%2026-03-312026-05-15

GSEW GOLDMAN SACHS ETF TR5.8K shares0.19%2026-03-312026-05-15

NFLX NETFLIX INC.5.0K shares-0.60%2026-03-312026-05-15

SPSM SPDR SERIES TRUST9.8K shares0.01%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.5K shares0.35%2026-03-312026-05-15

SPYG SPDR SERIES TRUST4.7K shares-14.08%2026-03-312026-05-15

EEM ISHARES TR8.0K shares-1.05%2026-03-312026-05-15

SYK STRYKER CORPORATION1.4K shares-30.43%2026-03-312026-05-15

JSCP J P MORGAN EXCHANGE TRADED F9.4K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS726 shares0.14%2026-03-312026-05-15

SPTM SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-05-15

VUG VANGUARD INDEX FDS972 shares-1.72%2026-03-312026-05-15

Sponsored

IOO ISHARES TR3.5K shares0.00%2026-03-312026-05-15

EFA ISHARES TR4.3K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.4K shares1.45%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR5.1K sharesnew addition2026-03-312026-05-15

GDX VANECK ETF TRUST4.0K shares0.00%2026-03-312026-05-15

SPYV SPDR SERIES TRUST6.4K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC1.6K shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION359 shares-3.23%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC1.7K shares-39.60%2026-03-312026-05-15

VPU VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-15

VTWV VANGUARD SCOTTSDALE FDS2.1K shares-22.55%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR11.7K shares0.00%2026-03-312026-05-15

AVGV AMERICAN CENTY ETF TR4.3K shares-11.54%2026-03-312026-05-15

MSFT MICROSOFT CORP871 shares-3.44%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.1K shares-0.09%2026-03-312026-05-15

SHYM BLACKROCK ETF TRUST II13.8K shares-9.80%2026-03-312026-05-15

Sponsored

DFAU DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV224 shares0.00%2026-03-312026-05-15

GLD SPDR GOLD TR675 shares-8.78%2026-03-312026-05-15

EWZ ISHARES INC7.5K shares0.00%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS3.3K shares-15.59%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL8.0K shares2.31%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-03-312026-05-15

IJT ISHARES TR1.8K shares0.05%2026-03-312026-05-15

Sponsored

DFUV DIMENSIONAL ETF TRUST5.3K shares0.00%2026-03-312026-05-15

NFG NATIONAL FUEL GAS CO2.7K shares0.00%2026-03-312026-05-15

SCHY SCHWAB STRATEGIC TR8.1K shares-60.40%2026-03-312026-05-15

TPC TUTOR PERINI CORP3.3K shares0.00%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS3.4K shares10.99%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP873 shares0.00%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST7.4K sharesnew addition2026-03-312026-05-15

Sponsored

SPEM SPDR INDEX SHS FDS5.3K shares0.00%2026-03-312026-05-15

MTBA SIMPLIFY EXCHANGE TRADED FUN5.0K shares0.00%2026-03-312026-05-15

AGYS AGILYSYS INC3.4K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC1.3K shares0.00%2026-03-312026-05-15

IWR ISHARES TR2.5K shares0.00%2026-03-312026-05-15

GEV GE VERNOVA INC275 sharesnew addition2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST6.1K shares-36.27%2026-03-312026-05-15

IJS ISHARES TR2.0K shares0.00%2026-03-312026-05-15

Sponsored

SCHB SCHWAB STRATEGIC TR9.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC784 shares0.00%2026-03-312026-05-15

AAON AAON INC2.7K shares0.00%2026-03-312026-05-15

PFF ISHARES TR7.3K sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP3.0K sharesnew addition2026-03-312026-05-15

IFRA ISHARES TR3.7K sharesnew addition2026-03-312026-05-15

ESGV VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-03-312026-05-15

Sponsored

VSGX VANGUARD WORLD FD2.8K sharesnew addition2026-03-312026-05-15

SAN BANCO SANTANDER SA11.5K sharesnew addition2026-03-312026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

5.66%

Shares344.5K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-3.86%

Shares50.9K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

6.31%

Shares284.8K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-0.14%

Shares161.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.72%

Shares47.9K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

-2.86%

Shares338.2K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ETF TR

3.17%

Shares224.8K

Event2026-03-31

Filed2026-05-15

CGXU

CAPITAL GROUP INTL FOCUS EQT

-4.83%

Shares328.1K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

-9.00%

Shares135.6K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

3.09%

Shares167.2K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

11.77%

Shares60.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

2.28%

Shares9.8K

Event2026-03-31

Filed2026-05-15

BBHY

J P MORGAN EXCHANGE TRADED F

7.56%

Shares120.8K

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL ETF TRUST

4.36%

Shares192.0K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

0.28%

Shares139.6K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

-8.54%

Shares32.7K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

11.31%

Shares91.1K

Event2026-03-31

Filed2026-05-15

RODM

LATTICE STRATEGIES TR

-2.84%

Shares94.4K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-2.59%

Shares5.5K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

4.10%

Shares41.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-12.28%

Shares26.4K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.01%

Shares10.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.06%

Shares4.7K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

10.15%

Shares43.3K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.49%

Shares6.4K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-9.19%

Shares10.0K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

-4.06%

Shares37.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

2.13%

Shares26.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

1.08%

Shares17.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-0.53%

Shares1.9K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

-2.17%

Shares4.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.09%

Shares6.8K

Event2026-03-31

Filed2026-05-15

DFAR

DIMENSIONAL ETF TRUST

0.03%

Shares52.6K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-1.23%

Shares3.4K

Event2026-03-31

Filed2026-05-15

PSN

PARSONS CORP DEL

New

Shares21.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

AVMA

AMERICAN CENTY ETF TR

4.45%

Shares15.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-12.70%

Shares3.3K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

159.24%

Shares11.3K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

4.07%

Shares10.9K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB STRATEGIC TR

-3.71%

Shares16.7K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

-22.03%

Shares22.4K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-14.61%

Shares2.9K

Event2026-03-31

Filed2026-05-15

AVGE

AMERICAN CENTY ETF TR

19.30%

Shares8.2K

Event2026-03-31

Filed2026-05-15

JPLD

J P MORGAN EXCHANGE TRADED F

13.28%

Shares12.9K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-6.28%

Shares3.5K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

-3.02%

Shares6.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-26.01%

Shares2.3K

Event2026-03-31

Filed2026-05-15

UBCP

UNITED BANCORP INC OHIO

1.88%

Shares36.3K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-1.94%

Shares17.9K

Event2026-03-31

Filed2026-05-15

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-15

JMUB

J P MORGAN EXCHANGE TRADED F

-3.80%

Shares10.1K

Event2026-03-31

Filed2026-05-15

GSEW

GOLDMAN SACHS ETF TR

0.19%

Shares5.8K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-0.60%

Shares5.0K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

0.01%

Shares9.8K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.35%

Shares8.5K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-14.08%

Shares4.7K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

-1.05%

Shares8.0K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-30.43%

Shares1.4K

Event2026-03-31

Filed2026-05-15

JSCP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.14%

Shares726

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-1.72%

Shares972

Event2026-03-31

Filed2026-05-15

IOO

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

1.45%

Shares2.4K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

New

Shares5.1K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-3.23%

Shares359

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-39.60%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

VTWV

VANGUARD SCOTTSDALE FDS

-22.55%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

AVGV

AMERICAN CENTY ETF TR

-11.54%

Shares4.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-3.44%

Shares871

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-15

SHYM

BLACKROCK ETF TRUST II

-9.80%

Shares13.8K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

0.00%

Shares224

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-8.78%

Shares675

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-15.59%

Shares3.3K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

2.31%

Shares8.0K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

0.05%

Shares1.8K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

NFG

NATIONAL FUEL GAS CO

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

SCHY

SCHWAB STRATEGIC TR

-60.40%

Shares8.1K

Event2026-03-31

Filed2026-05-15

TPC

TUTOR PERINI CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

10.99%

Shares3.4K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares873

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BALT

INNOVATOR ETFS TRUST

New

Shares7.4K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

MTBA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

AGYS

AGILYSYS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

New

Shares275

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

-36.27%

Shares6.1K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares784

Event2026-03-31

Filed2026-05-15

AAON

AAON INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

IFRA

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

SAN

BANCO SANTANDER SA

New

Shares11.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available