Sponsored

The Analysis of Vertex Planning Partners, LLC's Holdings & P&L

Currently, Vertex Planning Partners, LLC holds 135 types of securities in its portfolio with a total value $514.9M. In the most recent quarter, they have increased their positions in TFLO (+709.3K shares, valued at $35.9M), USFR (+376.0K shares, valued at $18.9M), DYNF (+179.2K shares, valued at $10.4M); decreased their positions in XLG (-155.5K shares, valued at $8.5M), SPEM (-75.8K shares, valued at $3.6M), SPY (-5.4K shares, valued at $3.5M); initiated new positions in IDEV (+80.9K shares, valued at $6.8M), SPAB (+194.2K shares, valued at $5.0M), BLCR (+82.6K shares, valued at $3.4M).

1M P&L

+20.8M+4.75%

3M P&L

+26.0M+6.00%

HY P&L

+41.1M+9.82%

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/A369.8M

89.5%

2Consumer Electronics23.9M

5.8%

3Banks - Diversified5.1M

1.2%

Top Industries by Stock Count

1N/A92 stocks

78.6%

2Drug Manufacturers - General2 stocks

1.7%

3Telecom Services2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST950.2K shares7.62%2026-03-312026-05-15

TFLO ISHARES TR1.0M shares215.25%2026-03-312026-05-15

USFR WISDOMTREE TR894.1K shares72.58%2026-03-312026-05-15

JQUA J P MORGAN EXCHANGE TRADED F621.2K shares2.97%2026-03-312026-05-15

AAPL APPLE INC87.7K shares-0.06%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST381.0K shares88.85%2026-03-312026-05-15

SPYG SPDR SERIES TRUST164.9K shares3.48%2026-03-312026-05-15

BIDD BLACKROCK ETF TRUST535.0K shares3.21%2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR SP 500 ETF T20.8K shares-20.71%2026-03-312026-05-15

JTEK J P MORGAN EXCHANGE TRADED F157.2K shares4.03%2026-03-312026-05-15

HEFA ISHARES TR257.0K shares2.39%2026-03-312026-05-15

PULS PGIM ETF TR191.2K shares5.80%2026-03-312026-05-15

DTD WISDOMTREE TR100.0K shares2.81%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F156.4K shares86.79%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II148.6K shares268.60%2026-03-312026-05-15

HEEM ISHARES INC185.3K shares-0.33%2026-03-312026-05-15

Sponsored

IDEV ISHARES TR80.9K sharesnew addition2026-03-312026-05-15

IUSB ISHARES TR127.1K shares14.08%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST158.3K shares10.20%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II45.4K shares8.11%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR63.0K shares18.24%2026-03-312026-05-15

BIL SPDR SERIES TRUST54.6K shares197.17%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS109.6K shares-4.44%2026-03-312026-05-15

SPAB SPDR SERIES TRUST194.2K sharesnew addition2026-03-312026-05-15

Sponsored

THRO BLACKROCK ETF TRUST135.2K shares8.56%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM32.0K shares0.00%2026-03-312026-05-15

XCEM COLUMBIA ETF TR II93.4K shares-8.57%2026-03-312026-05-15

SHLD GLOBAL X FDS53.5K shares51.75%2026-03-312026-05-15

EMXC ISHARES INC46.9K shares-4.58%2026-03-312026-05-15

QUAL ISHARES TR18.4K shares9.58%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST82.6K sharesnew addition2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO63.9K shares-0.18%2026-03-312026-05-15

Sponsored

SPYV SPDR SERIES TRUST55.8K shares1.51%2026-03-312026-05-15

SPMB SPDR SERIES TRUST138.8K shares10.51%2026-03-312026-05-15

ABBV ABBVIE INC14.2K shares0.10%2026-03-312026-05-15

GOVT ISHARES TR122.8K shares754.69%2026-03-312026-05-15

MMIN NEW YORK LIFE INVTS ACTIVE E116.7K shares153.29%2026-03-312026-05-15

IAGG ISHARES TR54.9K shares15.02%2026-03-312026-05-15

SHYM BLACKROCK ETF TRUST II116.8K shares438.47%2026-03-312026-05-15

MUNI PIMCO ETF TR45.8K shares234.76%2026-03-312026-05-15

Sponsored

BILS SPDR SERIES TRUST22.8K shares154.69%2026-03-312026-05-15

SPTI SPDR SERIES TRUST77.3K shares75.28%2026-03-312026-05-15

GLDM WORLD GOLD TR22.4K sharesnew addition2026-03-312026-05-15

CME CME GROUP INC6.8K shares0.50%2026-03-312026-05-15

XTEN BONDBLOXX ETF TRUST38.0K shares9.52%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR11.5K shares29.37%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.6K shares10.72%2026-03-312026-05-15

STIP ISHARES TR13.1K shares156.10%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR3.1K shares2.32%2026-03-312026-05-15

TBLL INVESCO EXCH TRADED FD TR II37.5K sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES11.9K shares0.04%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST25.2K shares22.83%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T23.6K shares-0.39%2026-03-312026-05-15

IEFA ISHARES TR11.6K shares60.53%2026-03-312026-05-15

IEMG ISHARES INC14.3K shares-66.90%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR5.9K shares18.85%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE CO3.1K shares4.27%2026-03-312026-05-15

BDYN BLACKROCK ETF TRUST36.6K shares187.11%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T16.0K shares-90.69%2026-03-312026-05-15

COWZ PACER FDS TR13.6K shares0.10%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.8K shares1.04%2026-03-312026-05-15

BP BP PLC16.7K shares-20.71%2026-03-312026-05-15

SPTM SPDR SERIES TRUST9.7K shares-5.55%2026-03-312026-05-15

TOUS T ROWE PRICE ETF INC21.7K shares22.80%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC2.6K shares2.20%2026-03-312026-05-15

NVDA NVIDIA CORPORATION4.2K shares5.03%2026-03-312026-05-15

SYSB ISHARES TR7.9K sharesnew addition2026-03-312026-05-15

USMV ISHARES TR6.6K shares-0.02%2026-03-312026-05-15

PAAA PGIM ETF TR11.7K shares-0.99%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION578 shares-0.69%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR3.9K shares29.56%2026-03-312026-05-15

MDY STATE STR SPDR SP MIDCAP 40891 shares0.00%2026-03-312026-05-15

Sponsored

XLF SELECT SECTOR SPDR TR10.4K shares122.44%2026-03-312026-05-15

DTH WISDOMTREE TR9.3K shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC9.9K shares0.15%2026-03-312026-05-15

STPZ PIMCO ETF TR9.0K shares9.19%2026-03-312026-05-15

MEAR ISHARES U S ETF TR9.6K shares8.14%2026-03-312026-05-15

DON WISDOMTREE TR9.1K shares-2.56%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares-1.95%2026-03-312026-05-15

MAIN MAIN STR CAP CORP8.6K shares0.00%2026-03-312026-05-15

Sponsored

IXUS ISHARES TR5.2K shares15.78%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.6K shares-2.11%2026-03-312026-05-15

GLTR ABRDN PRECIOUS METALS BASKET2.0K shares-1.62%2026-03-312026-05-15

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

VLUE ISHARES TR3.0K sharesnew addition2026-03-312026-05-15

BGIG ETF SER SOLUTIONS12.9K sharesnew addition2026-03-312026-05-15

JAAA JANUS DETROIT STR TR8.2K shares-10.22%2026-03-312026-05-15

MCK MCKESSON CORP471 shares0.21%2026-03-312026-05-15

Sponsored

TFI SPDR SERIES TRUST8.9K shares3.27%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST6.5K shares12.69%2026-03-312026-05-15

TGRT T ROWE PRICE ETF INC9.9K shares0.00%2026-03-312026-05-15

VHT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-15

SMH VANECK ETF TRUST1.0K shares26.67%2026-03-312026-05-15

QYLD GLOBAL X FDS22.3K shares0.25%2026-03-312026-05-15

SPSM SPDR SERIES TRUST7.9K shares-0.32%2026-03-312026-05-15

BDVL BLACKROCK ETF TRUST15.1K sharesnew addition2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS7.8K shares-90.72%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC770 shares-1.03%2026-03-312026-05-15

CAH CARDINAL HEALTH INC1.6K shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD490 shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC3.0K shares3.50%2026-03-312026-05-15

SPMD SPDR SERIES TRUST5.7K shares0.00%2026-03-312026-05-15

DEW WISDOMTREE TR5.0K shares0.00%2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares0.09%2026-03-312026-05-15

NEE NEXTERA ENERGY INC3.4K shares-2.06%2026-03-312026-05-15

ORCL ORACLE CORP2.1K shares-0.37%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST7.9K shares2.54%2026-03-312026-05-15

T ATT INC10.5K shares0.07%2026-03-312026-05-15

PSN PARSONS CORP DEL5.6K shares0.00%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.4K shares0.14%2026-03-312026-05-15

META META PLATFORMS INC531 shares-8.92%2026-03-312026-05-15

Sponsored

DFAE DIMENSIONAL ETF TRUST8.8K shares8.08%2026-03-312026-05-15

ESGU ISHARES TR2.1K shares-0.66%2026-03-312026-05-15

SPTL SPDR SERIES TRUST11.0K sharesnew addition2026-03-312026-05-15

MMIT NEW YORK LIFE INVTS ACTIVE E11.7K shares0.00%2026-03-312026-05-15

IEUR ISHARES TR4.0K sharesnew addition2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS2.2K shares-4.46%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST6.2K shares21.31%2026-03-312026-05-15

MO ALTRIA GROUP INC3.7K shares0.03%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC3.1K shares4.73%2026-03-312026-05-15

AMGN AMGEN INC656 shares-0.76%2026-03-312026-05-15

ICSH ISHARES TR4.5K shares-91.07%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT6.9K shares0.00%2026-03-312026-05-15

LCTU BLACKROCK ETF TRUST3.2K shares-0.46%2026-03-312026-05-15

DLN WISDOMTREE TR2.5K shares0.08%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL468 shares-7.51%2026-03-312026-05-15

BROADCOM INC BROADCOM INC705 shares13.53%2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC1.1K sharesnew addition2026-03-312026-05-15

VIS VANGUARD WORLD FD670 sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR3.4K sharesnew addition2026-03-312026-05-15

CWB SPDR SERIES TRUST2.3K shares0.09%2026-03-312026-05-15

WM WASTE MGMT INC DEL893 sharesnew addition2026-03-312026-05-15

HDV ISHARES TR1.5K shares-34.52%2026-03-312026-05-15

LEGR FIRST TR EXCHANGE TRADED FD3.5K shares0.00%2026-03-312026-05-15

SPYM

SPDR SERIES TRUST

7.62%

Shares950.2K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

215.25%

Shares1.0M

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

72.58%

Shares894.1K

Event2026-03-31

Filed2026-05-15

JQUA

J P MORGAN EXCHANGE TRADED F

2.97%

Shares621.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.06%

Shares87.7K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

88.85%

Shares381.0K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

3.48%

Shares164.9K

Event2026-03-31

Filed2026-05-15

BIDD

BLACKROCK ETF TRUST

3.21%

Shares535.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR SP 500 ETF T

-20.71%

Shares20.8K

Event2026-03-31

Filed2026-05-15

JTEK

J P MORGAN EXCHANGE TRADED F

4.03%

Shares157.2K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

2.39%

Shares257.0K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ETF TR

5.80%

Shares191.2K

Event2026-03-31

Filed2026-05-15

DTD

WISDOMTREE TR

2.81%

Shares100.0K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

86.79%

Shares156.4K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

268.60%

Shares148.6K

Event2026-03-31

Filed2026-05-15

HEEM

ISHARES INC

-0.33%

Shares185.3K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

New

Shares80.9K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

14.08%

Shares127.1K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

10.20%

Shares158.3K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

8.11%

Shares45.4K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

18.24%

Shares63.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

197.17%

Shares54.6K

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-4.44%

Shares109.6K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

New

Shares194.2K

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

8.56%

Shares135.2K

Event2026-03-31

Filed2026-05-15

BMO

BANK MONTREAL MEDIUM

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-15

XCEM

COLUMBIA ETF TR II

-8.57%

Shares93.4K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X FDS

51.75%

Shares53.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

-4.58%

Shares46.9K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

9.58%

Shares18.4K

Event2026-03-31

Filed2026-05-15

BLCR

BLACKROCK ETF TRUST

New

Shares82.6K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

-0.18%

Shares63.9K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

1.51%

Shares55.8K

Event2026-03-31

Filed2026-05-15

SPMB

SPDR SERIES TRUST

10.51%

Shares138.8K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.10%

Shares14.2K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

754.69%

Shares122.8K

Event2026-03-31

Filed2026-05-15

MMIN

NEW YORK LIFE INVTS ACTIVE E

153.29%

Shares116.7K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

15.02%

Shares54.9K

Event2026-03-31

Filed2026-05-15

SHYM

BLACKROCK ETF TRUST II

438.47%

Shares116.8K

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO ETF TR

234.76%

Shares45.8K

Event2026-03-31

Filed2026-05-15

BILS

SPDR SERIES TRUST

154.69%

Shares22.8K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

75.28%

Shares77.3K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

New

Shares22.4K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

0.50%

Shares6.8K

Event2026-03-31

Filed2026-05-15

XTEN

BONDBLOXX ETF TRUST

9.52%

Shares38.0K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

29.37%

Shares11.5K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

10.72%

Shares7.6K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

156.10%

Shares13.1K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

2.32%

Shares3.1K

Event2026-03-31

Filed2026-05-15

TBLL

INVESCO EXCH TRADED FD TR II

New

Shares37.5K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.04%

Shares11.9K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL ETF TRUST

22.83%

Shares25.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.39%

Shares23.6K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

60.53%

Shares11.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-66.90%

Shares14.3K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

18.85%

Shares5.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE CO

4.27%

Shares3.1K

Event2026-03-31

Filed2026-05-15

BDYN

BLACKROCK ETF TRUST

187.11%

Shares36.6K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

-90.69%

Shares16.0K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

0.10%

Shares13.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.04%

Shares2.8K

Event2026-03-31

Filed2026-05-15

BP PLC

-20.71%

Shares16.7K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-5.55%

Shares9.7K

Event2026-03-31

Filed2026-05-15

TOUS

T ROWE PRICE ETF INC

22.80%

Shares21.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

2.20%

Shares2.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

5.03%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES TR

New

Shares7.9K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-0.02%

Shares6.6K

Event2026-03-31

Filed2026-05-15

PAAA

PGIM ETF TR

-0.99%

Shares11.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-0.69%

Shares578

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

29.56%

Shares3.9K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR SP MIDCAP 40

0.00%

Shares891

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

122.44%

Shares10.4K

Event2026-03-31

Filed2026-05-15

DTH

WISDOMTREE TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.15%

Shares9.9K

Event2026-03-31

Filed2026-05-15

STPZ

PIMCO ETF TR

9.19%

Shares9.0K

Event2026-03-31

Filed2026-05-15

MEAR

ISHARES U S ETF TR

8.14%

Shares9.6K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-2.56%

Shares9.1K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-1.95%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MAIN

MAIN STR CAP CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

15.78%

Shares5.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-2.11%

Shares2.6K

Event2026-03-31

Filed2026-05-15

GLTR

ABRDN PRECIOUS METALS BASKET

-1.62%

Shares2.0K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VLUE

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

BGIG

ETF SER SOLUTIONS

New

Shares12.9K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

-10.22%

Shares8.2K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

0.21%

Shares471

Event2026-03-31

Filed2026-05-15

TFI

SPDR SERIES TRUST

3.27%

Shares8.9K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

12.69%

Shares6.5K

Event2026-03-31

Filed2026-05-15

TGRT

T ROWE PRICE ETF INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

26.67%

Shares1.0K

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X FDS

0.25%

Shares22.3K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

-0.32%

Shares7.9K

Event2026-03-31

Filed2026-05-15

BDVL

BLACKROCK ETF TRUST

New

Shares15.1K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-90.72%

Shares7.8K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-1.03%

Shares770

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

0.00%

Shares490

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

3.50%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-15

DEW

WISDOMTREE TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.09%

Shares7.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-2.06%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-0.37%

Shares2.1K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

2.54%

Shares7.9K

Event2026-03-31

Filed2026-05-15

ATT INC

0.07%

Shares10.5K

Event2026-03-31

Filed2026-05-15

PSN

PARSONS CORP DEL

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

0.14%

Shares4.4K

Event2026-03-31

Filed2026-05-15