Sponsored

The Analysis of Vestmark Advisory Solutions, Inc.'s Holdings & P&L

Currently, Vestmark Advisory Solutions, Inc. holds 1327 types of securities in its portfolio with a total value $9.0B. In the most recent quarter, they have increased their positions in VUG (+140.9K shares, valued at $61.6M), INMU (+2.0M shares, valued at $48.8M), RDVY (+699.3K shares, valued at $47.7M); decreased their positions in N/A (-94.1K shares, valued at $56.2M), SMMD (-160.3K shares, valued at $12.2M), IJH (-136.7K shares, valued at $9.2M); initiated new positions in INMU (+2.0M shares, valued at $48.8M), AVLV (+549.7K shares, valued at $44.3M), TFI (+944.6K shares, valued at $42.8M).

1M P&L

+117.3M+1.65%

3M P&L

-47.9M-0.66%

HY P&L

+341.0M+4.97%

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/A4.1B

60.3%

2Semiconductors197.6M

2.9%

3Software - Infrastructure190.5M

2.8%

Top Industries by Stock Count

1N/A389 stocks

33.3%

2Software - Application42 stocks

3.6%

3Banks - Regional31 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS806.8K shares12.82%2026-03-312026-05-15

BBUS J P MORGAN EXCHANGE TRADED F1.8M shares5.16%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST5.0M shares5.18%2026-03-312026-05-15

AAPL APPLE INC614.3K shares35.48%2026-03-312026-05-15

NVDA NVIDIA CORPORATION773.0K shares24.96%2026-03-312026-05-15

VXUS VANGUARD STAR FDS1.7M shares-3.08%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS1.8M shares2.15%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS216.7K shares-30.28%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR288.9K shares42.44%2026-03-312026-05-15

MSFT MICROSOFT CORP315.7K shares23.74%2026-03-312026-05-15

JCPB J P MORGAN EXCHANGE TRADED F2.3M shares13.37%2026-03-312026-05-15

JIRE J P MORGAN EXCHANGE TRADED F1.2M shares-2.48%2026-03-312026-05-15

AMZN AMAZON COM INC424.2K shares23.97%2026-03-312026-05-15

DGCB DIMENSIONAL ETF TRUST1.5M shares0.18%2026-03-312026-05-15

ALPHABET INC ALPHABET INC283.7K shares43.08%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F1.5M shares6.31%2026-03-312026-05-15

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F1.1M shares75.67%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS1.1M shares106.65%2026-03-312026-05-15

XOM EXXON MOBIL CORP401.7K shares36.51%2026-03-312026-05-15

BROADCOM INC BROADCOM INC216.7K shares27.86%2026-03-312026-05-15

VUG VANGUARD INDEX FDS148.0K shares1983.41%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST1.7M shares39.85%2026-03-312026-05-15

IEMG ISHARES INC818.4K shares8.06%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS1.2M shares9.37%2026-03-312026-05-15

Sponsored

AGG ISHARES TR533.9K shares1.32%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST1.5M shares3.68%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD742.6K shares1611.87%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR86.3K shares924.67%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS633.9K shares3.34%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T75.8K shares50.15%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO167.2K shares51.63%2026-03-312026-05-15

INMU BLACKROCK ETF TRUST II2.0M sharesnew addition2026-03-312026-05-15

Sponsored

DUHP DIMENSIONAL ETF TRUST1.3M shares5.31%2026-03-312026-05-15

SPAB SPDR SERIES TRUST1.9M shares27.39%2026-03-312026-05-15

LLY ELI LILLY & CO51.5K shares52.67%2026-03-312026-05-15

META META PLATFORMS INC82.5K shares14.47%2026-03-312026-05-15

DFGP DIMENSIONAL ETF TRUST857.5K shares1.91%2026-03-312026-05-15

JGLO J P MORGAN EXCHANGE TRADED F699.9K shares5.20%2026-03-312026-05-15

VTV VANGUARD INDEX FDS230.9K shares421.71%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR549.7K sharesnew addition2026-03-312026-05-15

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F523.9K shares-14.07%2026-03-312026-05-15

HD HOME DEPOT INC134.4K shares250.72%2026-03-312026-05-15

TFI SPDR SERIES TRUST944.6K sharesnew addition2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR380.2K shares7.66%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD1.0M shares14036.03%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST1.1M shares2458.90%2026-03-312026-05-15

CGHM CAPITAL GRP FIXED INCM ETF T1.6M shares11.77%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L1.0M shares1.12%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS126.9K shares33.20%2026-03-312026-05-15

TSLA TESLA INC97.7K shares14.15%2026-03-312026-05-15

DGRO ISHARES TR517.3K shares-4.52%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON146.6K shares17.31%2026-03-312026-05-15

LSGR NATIXIS ETF TRUST II906.9K sharesnew addition2026-03-312026-05-15

JEMA J P MORGAN EXCHANGE TRADED F682.9K shares-4.61%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T1.3M shares13.78%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS419.3K shares22.11%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR382.3K shares-9.58%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST999.5K shares96.38%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F245.8K shares16680.75%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST584.0K shares702.23%2026-03-312026-05-15

IVV ISHARES TR51.7K shares35.80%2026-03-312026-05-15

IJR ISHARES TR252.1K shares3.75%2026-03-312026-05-15

QUAL ISHARES TR161.5K shares236.19%2026-03-312026-05-15

IVE ISHARES TR134.8K shares4.88%2026-03-312026-05-15

Sponsored

WMT WALMART INC226.2K shares129.75%2026-03-312026-05-15

ABBV ABBVIE INC127.5K shares31.08%2026-03-312026-05-15

TLT ISHARES TR314.4K shares15.63%2026-03-312026-05-15

BIL SPDR SERIES TRUST296.1K shares45.85%2026-03-312026-05-15

CGGE CAPITAL GROUP GLOBAL EQUITY885.7K shares22.23%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II515.8K shares187.80%2026-03-312026-05-15

USFR WISDOMTREE TR527.5K shares43.53%2026-03-312026-05-15

V VISA INC87.8K shares21.86%2026-03-312026-05-15

Sponsored

EMXC ISHARES INC336.4K shares10.65%2026-03-312026-05-15

ALPHABET INC ALPHABET INC90.9K shares17.38%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE611.5K shares11.37%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC76.6K shares1.29%2026-03-312026-05-15

CMCSA COMCAST CORP NEW901.0K shares-3.80%2026-03-312026-05-15

KO COCA COLA CO336.8K shares140.56%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR188.1K shares91.30%2026-03-312026-05-15

VXF VANGUARD INDEX FDS121.5K shares1709.50%2026-03-312026-05-15

Sponsored

SCHZ SCHWAB STRATEGIC TR1.1M shares22.65%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS114.6K shares31.95%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F432.5K shares1019.67%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET623.8K shares22.26%2026-03-312026-05-15

EDOW FIRST TR EXCHANGE-TRADED FD569.8K shares116.47%2026-03-312026-05-15

CLOA BLACKROCK ETF TRUST II440.5K shares57.13%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION22.6K shares62.12%2026-03-312026-05-15

IJS ISHARES TR190.0K shares8.65%2026-03-312026-05-15

Sponsored

FBND FIDELITY MERRIMACK STR TR491.6K shares1.08%2026-03-312026-05-15

HEFA ISHARES TR518.8K sharesnew addition2026-03-312026-05-15

IJH ISHARES TR316.1K shares-30.19%2026-03-312026-05-15

ASML ASML HLDG NV16.0K shares-4.57%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS269.9K shares92.33%2026-03-312026-05-15

LMBS FIRST TR EXCHANGE-TRADED FD417.0K shares-25.66%2026-03-312026-05-15

JIVE J P MORGAN EXCHANGE TRADED F234.2K shares20.63%2026-03-312026-05-15

SLQD ISHARES TR397.0K shares4.88%2026-03-312026-05-15

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F433.9K shares-20.54%2026-03-312026-05-15

MBB ISHARES TR210.5K shares148.22%2026-03-312026-05-15

IUSB ISHARES TR432.5K shares380.53%2026-03-312026-05-15

CVX CHEVRON CORPORATION96.1K shares23.47%2026-03-312026-05-15

CGDG CAPITAL GROUP DIVIDEND GROWE548.6K shares17.80%2026-03-312026-05-15

SPYM SPDR SERIES TRUST255.4K shares-22.72%2026-03-312026-05-15

GOVT ISHARES TR848.3K shares42.35%2026-03-312026-05-15

IJJ ISHARES TR145.4K shares1.36%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO128.1K shares42.17%2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD363.8K shares37.91%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST386.0K shares7.34%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.6K shares54.46%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC21.8K shares21.10%2026-03-312026-05-15

XTEN BONDBLOXX ETF TRUST394.0K sharesnew addition2026-03-312026-05-15

IXUS ISHARES TR208.2K shares3.53%2026-03-312026-05-15

BOND PIMCO ETF TR194.6K shares4.33%2026-03-312026-05-15

Sponsored

DXJ WISDOMTREE TR111.4K shares0.83%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F320.7K shares4524.33%2026-03-312026-05-15

IDEV ISHARES TR206.7K shares87.27%2026-03-312026-05-15

NFLX NETFLIX INC.177.9K shares22.84%2026-03-312026-05-15

SHOP SHOPIFY INC142.9K shares7.57%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR345.6K shares16.49%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD181.4K shares-2.75%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC84.7K sharesnew addition2026-03-312026-05-15

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL23 shares4.55%2026-03-312026-05-15

MUB ISHARES TR154.1K shares-8.22%2026-03-312026-05-15

NEE NEXTERA ENERGY INC175.0K shares4.76%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC16.8K shares47.80%2026-03-312026-05-15

BALI BLACKROCK ETF TRUST524.3K shares-0.67%2026-03-312026-05-15

WMB WILLIAMS COS INC220.3K shares3.80%2026-03-312026-05-15

JIG J P MORGAN EXCHANGE TRADED F212.9K shares7.87%2026-03-312026-05-15

JHMM JOHN HANCOCK EXCHANGE TRADED233.5K shares459.51%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC168.0K shares40.54%2026-03-312026-05-15

UTES ETFIS SER TR I195.5K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION80.9K shares34.09%2026-03-312026-05-15

MA MASTERCARD INCORPORATED31.1K shares4.88%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC93.4K shares9.59%2026-03-312026-05-15

CSCO CISCO SYS INC197.6K shares21.60%2026-03-312026-05-15

DISV DIMENSIONAL ETF TRUST387.1K shares3.95%2026-03-312026-05-15

VBR VANGUARD INDEX FDS70.2K shares7.01%2026-03-312026-05-15

Sponsored

XLF SELECT SECTOR SPDR TR304.9K shares85.09%2026-03-312026-05-15

VB VANGUARD INDEX FDS57.4K shares402.35%2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST466.1K shares4.32%2026-03-312026-05-15

NOBL PROSHARES TR141.3K shares15.63%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC101.8K shares15.69%2026-03-312026-05-15

HYLS FIRST TR EXCHANGE-TRADED FD364.7K shares-3.22%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST441.8K shares492.10%2026-03-312026-05-15

SIVR ABRDN SILVER ETF TRUST203.2K shares0.55%2026-03-312026-05-15

Sponsored

DFGX DIMENSIONAL ETF TRUST271.1K shares8.07%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST335.3K shares8.29%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC67.5K shares36.88%2026-03-312026-05-15

TJX TJX COS INC NEW85.4K shares32.53%2026-03-312026-05-15

MCD MCDONALDS CORP43.5K shares56.52%2026-03-312026-05-15

GTO INVESCO ACTIVELY MANAGED EXC285.1K shares15.03%2026-03-312026-05-15

SPTL SPDR SERIES TRUST507.3K shares6.37%2026-03-312026-05-15

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR459.4K sharesnew addition2026-03-312026-05-15

Sponsored

MGK VANGUARD WORLD FD36.1K shares-5.42%2026-03-312026-05-15

JHML JOHN HANCOCK EXCHANGE TRADED164.8K shares174.61%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II54.2K shares9.64%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T265.6K shares22.34%2026-03-312026-05-15

SMMD ISHARES TR163.1K shares-49.58%2026-03-312026-05-15

FXL FIRST TR EXCHANGE-TRADED FD78.1K shares-2.32%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC26.6K shares18.15%2026-03-312026-05-15

LOW LOWES COS INC51.9K shares20.46%2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY74.4K shares13.78%2026-03-312026-05-15

WELL WELLTOWER INC61.9K shares69.13%2026-03-312026-05-15

CRSP CRISPR THERAPEUTICS AG256.8K shares2.90%2026-03-312026-05-15

NVS NOVARTIS AG79.6K shares-15.56%2026-03-312026-05-15

GSID GOLDMAN SACHS ETF TR171.9K shares19.25%2026-03-312026-05-15

IWF ISHARES TR28.0K shares41.20%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP44.1K shares695.51%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS79.7K shares2.23%2026-03-312026-05-15

Sponsored

HEDJ WISDOMTREE TR225.6K shares13.27%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR138.8K shares8.55%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR105.4K sharesnew addition2026-03-312026-05-15

EXR EXTRA SPACE STORAGE INC88.4K shares-24.62%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC23.5K shares26.53%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT345.6K shares30.76%2026-03-312026-05-15

GEV GE VERNOVA INC13.1K shares-1.82%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC31.7K shares24.64%2026-03-312026-05-15

Sponsored

PH PARKER-HANNIFIN CORP12.6K shares106.18%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS203.7K shares5.38%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR101.7K shares295.62%2026-03-312026-05-15

LQD ISHARES TR102.9K shares287.46%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR414.9K shares310.35%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST411.6K shares37.49%2026-03-312026-05-15

APH AMPHENOL CORP86.2K shares78.91%2026-03-312026-05-15

IMCG ISHARES TR137.2K shares8.59%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC89.3K shares35.58%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC51.4K shares0.29%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC154.5K shares8.59%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS227.5K shares21.76%2026-03-312026-05-15

SPYD SPDR SERIES TRUST232.6K shares-1.72%2026-03-312026-05-15

FSIG FIRST TR EXCHANGE-TRADED FD554.0K shares3.84%2026-03-312026-05-15

EMLC VANECK ETF TRUST408.1K shares1.40%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS218.2K shares-27.30%2026-03-312026-05-15

Sponsored

IEF ISHARES TR107.2K shares255.37%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP108.3K shares5.83%2026-03-312026-05-15

IVW ISHARES TR89.3K shares19.44%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC29.5K shares-5.17%2026-03-312026-05-15

HCA HCA HEALTHCARE INC21.0K shares218.48%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION74.5K shares52.61%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR310.9K shares53.06%2026-03-312026-05-15

T AT&T INC325.3K shares134.84%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC41.2K shares28.90%2026-03-312026-05-15

BA BOEING CO46.7K shares9.09%2026-03-312026-05-15

MTUM ISHARES TR38.6K shares-28.47%2026-03-312026-05-15

LRGF ISHARES TR139.6K shares19.74%2026-03-312026-05-15

HDV ISHARES TR67.8K shares177.82%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP146.6K shares137.03%2026-03-312026-05-15

SAP SAP SE53.3K shares23.55%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO30.1K shares53.02%2026-03-312026-05-15

Sponsored

HWM HOWMET AEROSPACE INC39.3K shares68.42%2026-03-312026-05-15

GEM GOLDMAN SACHS ETF TR208.7K shares15.40%2026-03-312026-05-15

PFE PFIZER INC318.1K shares667.26%2026-03-312026-05-15

AMGN AMGEN INC25.4K shares70.08%2026-03-312026-05-15

IBKR INTERACTIVE BROKERS GROUP IN132.5K shares10.34%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP48.7K shares8.08%2026-03-312026-05-15

TDY TELEDYNE TECHNOLOGIES INC14.7K shares5.90%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC55.1K shares17.48%2026-03-312026-05-15

Sponsored

SUB ISHARES TR81.4K shares25.86%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF215.0K shares66.25%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC31.8K shares36.24%2026-03-312026-05-15

TEM TEMPUS AI INC189.2K shares19.65%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC98.7K shares23.26%2026-03-312026-05-15

BBHY J P MORGAN EXCHANGE TRADED F186.3K shares-43.31%2026-03-312026-05-15

ROKU ROKU INC90.1K shares-33.66%2026-03-312026-05-15

ROST ROSS STORES INC38.9K shares59.91%2026-03-312026-05-15

Sponsored

CGMM CAPITAL GROUP EQUITY ETF TR286.2K shares29.05%2026-03-312026-05-15

VGT VANGUARD WORLD FD12.0K shares102.31%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE28.9K shares14.51%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST228.2K shares3.40%2026-03-312026-05-15

CMI CUMMINS INC15.0K shares65.79%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC46.5K shares-4.03%2026-03-312026-05-15

GLW CORNING INC59.3K shares-29.98%2026-03-312026-05-15

DEHP DIMENSIONAL ETF TRUST238.2K shares3.48%2026-03-312026-05-15

Sponsored

TER TERADYNE INC27.1K shares-34.81%2026-03-312026-05-15

ECL ECOLAB INC30.2K shares8.86%2026-03-312026-05-15

CGSM CAPITAL GRP FIXED INCM ETF T304.2K shares31.79%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP27.8K shares47.90%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC110.9K shares9.88%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL237.5K shares18.77%2026-03-312026-05-15

IUSV ISHARES TR77.6K shares98.31%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST109.2K sharesnew addition2026-03-312026-05-15

Sponsored

CITIGROUP INC CITIGROUP INC68.5K shares-0.01%2026-03-312026-05-15

ORCL ORACLE CORP52.7K shares-5.11%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC37.2K shares7.93%2026-03-312026-05-15

HIMU BLACKROCK ETF TRUST II159.6K shares195.59%2026-03-312026-05-15

SPSB SPDR SERIES TRUST252.0K shares2.45%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND37.8K shares-1.71%2026-03-312026-05-15

TXN TEXAS INSTRS INC38.5K shares9.23%2026-03-312026-05-15

ADI ANALOG DEVICES INC23.1K shares-13.70%2026-03-312026-05-15

Sponsored

BAC BANK AMERICA CORP150.1K shares12.74%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS30.2K shares43.63%2026-03-312026-05-15

COIN COINBASE GLOBAL INC41.9K shares-5.08%2026-03-312026-05-15

DBEF DBX ETF TR145.4K shares25.46%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP26.0K shares21.35%2026-03-312026-05-15

LINDE PLC LINDE PLC14.4K shares60.32%2026-03-312026-05-15

SHY ISHARES TR86.1K shares-5.32%2026-03-312026-05-15

UNP UNION PAC CORP29.3K shares64.41%2026-03-312026-05-15

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F103.0K sharesnew addition2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD118.5K shares399.25%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC53.9K shares-7.97%2026-03-312026-05-15

PGR PROGRESSIVE CORP35.6K shares63.02%2026-03-312026-05-15

RBLX ROBLOX CORP124.7K shares20.01%2026-03-312026-05-15

NTLA INTELLIA THERAPEUTICS INC550.1K shares23.93%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC140.4K shares67.92%2026-03-312026-05-15

SBUX STARBUCKS CORP78.5K shares54.18%2026-03-312026-05-15

Sponsored

PHG KONINKLIJKE PHILIPS N V255.4K shares38.67%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO21.7K shares12.67%2026-03-312026-05-15

SPGI S&P GLOBAL INC16.3K shares47.00%2026-03-312026-05-15

AGGY WISDOMTREE TR159.0K shares7.09%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC118.0K shares6.57%2026-03-312026-05-15

SGOV ISHARES TR68.5K shares-15.12%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP20.1K shares28.83%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR149.6K shares6.61%2026-03-312026-05-15

Sponsored

NET CLOUDFLARE INC33.1K shares240.36%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC11.6K shares30.49%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC55.3K shares14.53%2026-03-312026-05-15

NOW SERVICENOW INC64.3K shares9.83%2026-03-312026-05-15

INTU INTUIT15.5K shares20.74%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC21.9K shares240.16%2026-03-312026-05-15

PEP PEPSICO INC42.6K shares20.48%2026-03-312026-05-15

ERIC TELEFONAKTIEBOLAGET LM ERICS583.0K shares-20.93%2026-03-312026-05-15

Sponsored

IWD ISHARES TR30.6K shares-11.35%2026-03-312026-05-15

FTA FIRST TR EXCHANGE-TRADED ALP70.1K shares-27.11%2026-03-312026-05-15

SO SOUTHERN CO66.9K shares635.65%2026-03-312026-05-15

CRCL CIRCLE INTERNET GROUP INC67.2K shares22.52%2026-03-312026-05-15

EEM ISHARES TR112.8K shares12.57%2026-03-312026-05-15

TAK TAKEDA PHARMACEUTICAL CO LTD345.8K shares82.42%2026-03-312026-05-15

VOE VANGUARD INDEX FDS34.2K shares7.60%2026-03-312026-05-15

DIS DISNEY WALT CO65.4K shares140.41%2026-03-312026-05-15

Sponsored

BP BP PLC133.8K shares4.89%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T138.2K sharesnew addition2026-03-312026-05-15

DIVO AMPLIFY ETF TR138.7K shares0.19%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN39.5K shares7.35%2026-03-312026-05-15

DTD WISDOMTREE TR72.0K shares6.83%2026-03-312026-05-15

SHLD GLOBAL X FDS87.3K sharesnew addition2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS65.6K shares37.02%2026-03-312026-05-15

JKHY HENRY JACK & ASSOC INC39.1K shares-10.07%2026-03-312026-05-15

Sponsored

TUSI TOUCHSTONE ETF TRUST241.7K shares29.61%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F74.0K shares12.01%2026-03-312026-05-15

COHERENT CORP COHERENT CORP25.5K shares8.61%2026-03-312026-05-15

COP CONOCOPHILLIPS45.9K shares42.07%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III340.8K shares64.41%2026-03-312026-05-15

EFA ISHARES TR62.2K shares-21.04%2026-03-312026-05-15

ULS UL SOLUTIONS INC70.1K shares-9.05%2026-03-312026-05-15

PZA INVESCO EXCH TRADED FD TR II260.6K shares198.03%2026-03-312026-05-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC64.8K shares-2.44%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR66.8K shares6.59%2026-03-312026-05-15

GSSC GOLDMAN SACHS ETF TR77.8K shares-6.74%2026-03-312026-05-15

AMAT APPLIED MATLS INC16.9K shares49.01%2026-03-312026-05-15

ZWS ZURN ELKAY WATER SOLNS CORP129.0K shares1.15%2026-03-312026-05-15

TFLO ISHARES TR114.3K shares-43.25%2026-03-312026-05-15

NVO NOVO-NORDISK A S156.9K shares22.23%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I19.8K shares30.24%2026-03-312026-05-15

Sponsored

PHYL PGIM ETF TR165.7K shares-24.58%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR52.4K shares37.17%2026-03-312026-05-15

DHR DANAHER CORP DEL29.9K shares-1.76%2026-03-312026-05-15

WRB BERKLEY W R CORP85.6K shares-11.44%2026-03-312026-05-15

IGF ISHARES TR84.1K shares-0.90%2026-03-312026-05-15

SONY SONY GROUP CORP270.9K shares2.06%2026-03-312026-05-15

SNY SANOFI SA115.7K shares0.58%2026-03-312026-05-15

RELX RELX PLC167.5K shares39.50%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC84.0K shares5.73%2026-03-312026-05-15

WFC WELLS FARGO & CO69.6K shares74.80%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD25.4K shares-2.28%2026-03-312026-05-15

CAT CATERPILLAR INC7.7K shares65.81%2026-03-312026-05-15

RBC RBC BEARINGS INC10.1K shares-13.34%2026-03-312026-05-15

LPLA LPL FINL HLDGS INC18.1K shares-30.02%2026-03-312026-05-15

GLDM WORLD GOLD TR58.8K sharesnew addition2026-03-312026-05-15

CSX CSX CORP132.7K shares28.37%2026-03-312026-05-15

Sponsored

GDX VANECK ETF TRUST58.8K shares1.14%2026-03-312026-05-15

ROL ROLLINS INC100.6K shares-15.49%2026-03-312026-05-15

TXG 10X GENOMICS INC251.0K shares-7.26%2026-03-312026-05-15

PWR QUANTA SVCS INC9.7K shares0.87%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP7.8K shares13.50%2026-03-312026-05-15

FOLD AMICUS THERAPEUTIC367.2K shares-0.11%2026-03-312026-05-15

D DOMINION ENERGY INC85.8K shares28.13%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC91.9K shares-6.68%2026-03-312026-05-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS66.8K shares22.69%2026-03-312026-05-15

QLTA ISHARES TR111.3K shares-44.33%2026-03-312026-05-15

UBS UBS GROUP AG134.3K shares-19.97%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST156.8K sharesnew addition2026-03-312026-05-15

BCS BARCLAYS PLC246.9K shares5.14%2026-03-312026-05-15

NTRA NATERA INC26.0K shares-14.03%2026-03-312026-05-15

TWST TWIST BIOSCIENCE CORP109.3K shares-15.94%2026-03-312026-05-15

EIPX FIRST TR EXCHANGE-TRADED FD160.6K sharesnew addition2026-03-312026-05-15

Sponsored

DAL DELTA AIR LINES INC77.3K shares11.66%2026-03-312026-05-15

NDSN NORDSON CORP19.2K shares-6.06%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY161.0K shares30.11%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC43.7K shares-7.99%2026-03-312026-05-15

ILF ISHARES TR142.2K shares15.46%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN24.8K shares3.48%2026-03-312026-05-15

SDY SPDR SERIES TRUST34.3K shares0.19%2026-03-312026-05-15

EWJ ISHARES INC59.2K shares16.92%2026-03-312026-05-15

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC43.3K shares94.35%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY63.2K shares5.16%2026-03-312026-05-15

IUSG ISHARES TR32.0K shares1127.87%2026-03-312026-05-15

PLD PROLOGIS INC.37.5K shares51.12%2026-03-312026-05-15

CGCV CAPITAL GROUP CONSERVATIVE E164.3K shares12.87%2026-03-312026-05-15

EFV ISHARES TR65.7K shares1.14%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR30.2K shares42.13%2026-03-312026-05-15

FTAI AVIATION LTD FTAI AVIATION LTD19.9K shares-14.28%2026-03-312026-05-15

Sponsored

DE DEERE & CO8.6K shares-8.50%2026-03-312026-05-15

COOPER COS INC COOPER COS INC67.9K shares13.98%2026-03-312026-05-15

ALLE ALLEGION PLC33.2K shares-8.93%2026-03-312026-05-15

SAIA SAIA INC13.7K shares7.74%2026-03-312026-05-15

DFH DREAM FINDERS HOMES INC344.8K sharesnew addition2026-03-312026-05-15

SYSB ISHARES TR53.8K sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC48.0K shares-3.49%2026-03-312026-05-15

POOL POOL CORP23.1K shares78.20%2026-03-312026-05-15

Sponsored

BLSH BULLISH129.8K shares63.11%2026-03-312026-05-15

EEMV ISHARES INC71.0K shares30.08%2026-03-312026-05-15

GSK PLC GSK PLC82.5K shares-31.22%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE49.9K shares11.57%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A9.2K shares17.35%2026-03-312026-05-15

NULV NUSHARES ETF TR98.3K shares-51.13%2026-03-312026-05-15

OWL BLUE OWL CAPITAL INC490.1K shares9.47%2026-03-312026-05-15

NATWEST GROUP PLC NATWEST GROUP PLC298.1K shares-25.45%2026-03-312026-05-15

Sponsored

TRV TRAVELERS COMPANIES INC15.2K shares-6.01%2026-03-312026-05-15

TRGP TARGA RES CORP17.6K shares22.03%2026-03-312026-05-15

ABT ABBOTT LABORATORIES43.0K shares-0.48%2026-03-312026-05-15

DGRW WISDOMTREE TR50.0K shares8.40%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC22.4K shares32.52%2026-03-312026-05-15

NULG NUSHARES ETF TR48.1K shares-51.72%2026-03-312026-05-15

EUHY ISHARES INC82.7K sharesnew addition2026-03-312026-05-15

QQEW FIRST TR EXCHANGE-TRADED FD34.1K shares-0.90%2026-03-312026-05-15

Sponsored

WSO WATSCO INC11.8K shares-3.81%2026-03-312026-05-15

CRM SALESFORCE INC22.8K shares-32.33%2026-03-312026-05-15

FAST FASTENAL CO91.3K shares14.52%2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC176.9K shares-9.78%2026-03-312026-05-15

CRWV COREWEAVE INC53.9K shares34.93%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP35.0K shares236.48%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST89.9K shares19.29%2026-03-312026-05-15

SSD SIMPSON MFG INC23.9K shares-17.40%2026-03-312026-05-15

Sponsored

CRS CARPENTER TECHNOLOGY CORP10.4K shares4.99%2026-03-312026-05-15

TTAN SERVICETITAN INC64.4K shares66.38%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR66.2K shares47.80%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST100.2K shares20.57%2026-03-312026-05-15

BJ BJS WHSL CLUB HLDGS INC40.3K shares-15.06%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR129.2K shares5.79%2026-03-312026-05-15

TTC TORO CO42.4K shares1.24%2026-03-312026-05-15

RIO RIO TINTO PLC42.4K shares-11.07%2026-03-312026-05-15

Sponsored

CB CHUBB LTD SWITZ12.1K shares5.51%2026-03-312026-05-15

APG API GROUP CORP97.4K shares1.85%2026-03-312026-05-15

FMX FOMENTO ECONOMICO MEXICANO S35.4K shares-0.18%2026-03-312026-05-15

XEL XCEL ENERGY INC48.6K shares36.37%2026-03-312026-05-15

GOLF ACUSHNET HLDGS CORP41.3K shares-5.32%2026-03-312026-05-15

DBND DOUBLELINE ETF TRUST84.3K shares2.82%2026-03-312026-05-15

HDB HDFC BANK LTD154.8K shares-20.79%2026-03-312026-05-15

E ENI SPA68.0K sharesnew addition2026-03-312026-05-15

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE42.4K shares262.32%2026-03-312026-05-15

DEO DIAGEO PLC51.6K shares25.04%2026-03-312026-05-15

PRI PRIMERICA INC15.3K shares-10.12%2026-03-312026-05-15

IR INGERSOLL RAND INC47.7K shares7.40%2026-03-312026-05-15

MKSI MKS INC.16.5K shares14.44%2026-03-312026-05-15

NUBD NUSHARES ETF TR171.0K shares-55.00%2026-03-312026-05-15

WTW WILLIS TOWERS WATSON PLC LTD13.0K shares6.40%2026-03-312026-05-15

WTS WATTS WATER TECHNOLOGIES INC13.0K shares-11.57%2026-03-312026-05-15

Sponsored

VONV VANGUARD SCOTTSDALE FDS40.2K sharesnew addition2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR71.5K shares9.39%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD15.9K shares8.54%2026-03-312026-05-15

BFAM BRIGHT HORIZONS FAM SOL IN D45.0K shares34.59%2026-03-312026-05-15

ETR ENTERGY CORP NEW32.8K shares1326.90%2026-03-312026-05-15

BCI ABRDN ETFS151.8K shares5.51%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR126.3K shares34.62%2026-03-312026-05-15

MMM 3M CO25.2K shares60.17%2026-03-312026-05-15

Sponsored

VNQ VANGUARD INDEX FDS41.1K shares10.72%2026-03-312026-05-15

BBVA BANCO BILBAO VIZCAYA ARGENTA167.6K shares-52.60%2026-03-312026-05-15

GM GENERAL MTRS CO48.6K shares-4.66%2026-03-312026-05-15

CCL CARNIVAL CORP139.4K shares13.49%2026-03-312026-05-15

SUI SUN CMNTYS INC28.6K shares51.03%2026-03-312026-05-15

BAP CREDICORP LTD10.6K shares3.36%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC9.2K shares44.64%2026-03-312026-05-15

FIW FIRST TR EXCHANGE-TRADED FD34.6K sharesnew addition2026-03-312026-05-15

Sponsored

ING ING GROEP N.V.136.4K shares-50.75%2026-03-312026-05-15

LII LENNOX INTL INC7.6K shares-6.55%2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC17.5K shares-12.54%2026-03-312026-05-15

QCOM QUALCOMM INC27.3K shares-1.68%2026-03-312026-05-15

EOI EATON VANCE ENHANCED EQUITY185.9K shares-0.72%2026-03-312026-05-15

NUDM NUSHARES ETF TR96.1K shares-53.06%2026-03-312026-05-15

IHDG WISDOMTREE TR72.1K sharesnew addition2026-03-312026-05-15

EMR EMERSON ELEC CO26.2K shares273.75%2026-03-312026-05-15

Sponsored

EFX EQUIFAX INC19.0K shares-1.80%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP16.0K shares30.29%2026-03-312026-05-15

GILD GILEAD SCIENCES INC24.3K shares198.13%2026-03-312026-05-15

TSEM TOWER SEMICONDUCTOR LTD19.3K shares-29.07%2026-03-312026-05-15

IWM ISHARES TR13.6K shares4.41%2026-03-312026-05-15

DEM WISDOMTREE TR67.9K shares6.29%2026-03-312026-05-15

ALL ALLSTATE CORP16.2K shares96.70%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.3K shares59.23%2026-03-312026-05-15

Sponsored

RWL INVESCO EXCH TRADED FD TR II28.8K shares-1.53%2026-03-312026-05-15

FIBK FIRST INTST BANCSYSTEM INC99.1K shares43.72%2026-03-312026-05-15

MELI MERCADOLIBRE INC1.9K shares5.58%2026-03-312026-05-15

PAYX PAYCHEX INC35.7K shares40.77%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC780 shares25.00%2026-03-312026-05-15

FCN FTI CONSULTING INC18.6K shares-10.11%2026-03-312026-05-15

CENCORA INC CENCORA INC10.4K shares116.80%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT22.8K shares-26.09%2026-03-312026-05-15

Sponsored

HLN HALEON PLC325.2K shares-3.18%2026-03-312026-05-15

NATIONAL GRID PLC NATIONAL GRID PLC38.4K shares-21.95%2026-03-312026-05-15

INTC INTEL CORP73.7K shares8.53%2026-03-312026-05-15

ALSN ALLISON TRANSMISSION HLDGS I27.6K shares8.24%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD68.1K shares-4.19%2026-03-312026-05-15

AVIG AMERICAN CENTY ETF TR77.0K sharesnew addition2026-03-312026-05-15

DOX AMDOCS LTD49.0K shares0.59%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR63.3K shares20.52%2026-03-312026-05-15

Sponsored

BKU BANKUNITED INC70.5K shares111.65%2026-03-312026-05-15

IGSB ISHARES TR60.6K shares1459.35%2026-03-312026-05-15

OMC OMNICOM GROUP INC42.2K shares-13.77%2026-03-312026-05-15

ALNY ALNYLAM PHARMACEUTICALS INC9.6K shares9.24%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T57.8K shares1.45%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION284.7K shares-36.14%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V16.0K shares-0.14%2026-03-312026-05-15

FTC FIRST TR EXCHANGE-TRADED ALP20.2K shares-2.04%2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC7.0K shares-11.06%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC7.1K shares38.57%2026-03-312026-05-15

XYZ BLOCK INC51.4K shares-0.71%2026-03-312026-05-15

MUNI PIMCO ETF TR59.3K shares63.36%2026-03-312026-05-15

FSK FS KKR CAP CORP302.7K shares1.62%2026-03-312026-05-15

SRE SEMPRA31.6K shares-17.34%2026-03-312026-05-15

TRMB TRIMBLE INC47.0K shares-2.73%2026-03-312026-05-15

SARO STANDARDAERO INC118.2K shares25.31%2026-03-312026-05-15

Sponsored

BABA ALIBABA GROUP HLDG LTD24.3K shares17.04%2026-03-312026-05-15

BUD ANHEUSER BUSCH INBEV SA NV43.9K shares-12.94%2026-03-312026-05-15

ATO ATMOS ENERGY CORP16.3K shares39.38%2026-03-312026-05-15

APP APPLOVIN CORP7.5K shares2.18%2026-03-312026-05-15

SAN BANCO SANTANDER SA265.0K shares-36.56%2026-03-312026-05-15

SPMD SPDR SERIES TRUST50.2K shares6.42%2026-03-312026-05-15

BDX BECTON DICKINSON & CO18.9K shares-17.16%2026-03-312026-05-15

HLNE HAMILTON LANE INC29.8K shares67.71%2026-03-312026-05-15

Sponsored

IDXX IDEXX LABS INC5.3K shares-1.68%2026-03-312026-05-15

SITE SITEONE LANDSCAPE SUPPLY INC22.1K shares10.73%2026-03-312026-05-15

BGB BLACKSTONE STRATEGIC CRED 20262.8K shares3.80%2026-03-312026-05-15

DB DEUTSCHE BK AG98.3K shares9.47%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC16.1K shares93.23%2026-03-312026-05-15

ALGN ALIGN TECHNOLOGY INC16.9K sharesnew addition2026-03-312026-05-15

EME EMCOR GROUP INC3.9K shares9.71%2026-03-312026-05-15

CSL CARLISLE COS INC8.6K shares3.16%2026-03-312026-05-15

Sponsored

CHH CHOICE HOTELS INTL INC27.8K shares20.37%2026-03-312026-05-15

GCOR GOLDMAN SACHS ETF TR69.6K shares0.52%2026-03-312026-05-15

NICE NICE LTD26.0K shares-10.14%2026-03-312026-05-15

VBK VANGUARD INDEX FDS9.5K shares1017.08%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

12.82%

Shares806.8K

Event2026-03-31

Filed2026-05-15

BBUS

J P MORGAN EXCHANGE TRADED F

5.16%

Shares1.8M

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

5.18%

Shares5.0M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

35.48%

Shares614.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

24.96%

Shares773.0K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-3.08%

Shares1.7M

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

2.15%

Shares1.8M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-30.28%

Shares216.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

42.44%

Shares288.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

23.74%

Shares315.7K

Event2026-03-31

Filed2026-05-15

JCPB

J P MORGAN EXCHANGE TRADED F

13.37%

Shares2.3M

Event2026-03-31

Filed2026-05-15

JIRE

J P MORGAN EXCHANGE TRADED F

-2.48%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

23.97%

Shares424.2K

Event2026-03-31

Filed2026-05-15

DGCB

DIMENSIONAL ETF TRUST

0.18%

Shares1.5M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

43.08%

Shares283.7K

Event2026-03-31

Filed2026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

6.31%

Shares1.5M

Event2026-03-31

Filed2026-05-15

JAVA

J P MORGAN EXCHANGE TRADED F

75.67%

Shares1.1M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

106.65%

Shares1.1M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

36.51%

Shares401.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

27.86%

Shares216.7K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

1983.41%

Shares148.0K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

39.85%

Shares1.7M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

8.06%

Shares818.4K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

9.37%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

1.32%

Shares533.9K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

3.68%

Shares1.5M

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

1611.87%

Shares742.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

924.67%

Shares86.3K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

3.34%

Shares633.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

50.15%

Shares75.8K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

51.63%

Shares167.2K

Event2026-03-31

Filed2026-05-15

INMU

BLACKROCK ETF TRUST II

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

5.31%

Shares1.3M

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

27.39%

Shares1.9M

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

52.67%

Shares51.5K

Event2026-03-31

Filed2026-05-15