Sponsored

The Analysis of WARNER FINANCIAL, INC's Holdings & P&L

Currently, WARNER FINANCIAL, INC holds 135 types of securities in its portfolio with a total value $291.6M. In the most recent quarter, they have increased their positions in VEA (+17.6K shares, valued at $1.1M), IEI (+9.1K shares, valued at $1.1M), SHY (+10.0K shares, valued at $823.8K); decreased their positions in AAPL (-1.2K shares, valued at $299.2K), VIG (-1.1K shares, valued at $236.6K), AMZN (-306 shares, valued at $63.7K); initiated new positions in CGCB (+13.4K shares, valued at $352.0K), AMAT (+700 shares, valued at $239.0K), EAGG (+4.9K shares, valued at $232.0K).

1M P&L

+8.7M+3.00%

3M P&L

-170.2M-36.19%

HY P&L

-153.0M-33.78%

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/A252.2M

93.1%

2Consumer Electronics4.3M

1.6%

3Drug Manufacturers - General2.1M

0.8%

Top Industries by Stock Count

1N/A104 stocks

80.0%

2Drug Manufacturers - General3 stocks

2.3%

3Semiconductors3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS168.7K shares0.21%2026-03-312026-04-08

VUG VANGUARD INDEX FDS64.4K shares1.14%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS324.3K shares5.72%2026-03-312026-04-08

VO VANGUARD INDEX FDS31.6K shares0.66%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR15.2K shares0.38%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR301.2K shares0.58%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS40.8K shares-2.63%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS13.1K shares3.86%2026-03-312026-04-08

Sponsored

SCHF SCHWAB STRATEGIC TR258.3K shares2.65%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F107.6K shares4.86%2026-03-312026-04-08

VXUS VANGUARD STAR FDS75.0K shares1.82%2026-03-312026-04-08

IEF ISHARES TR53.1K shares15.46%2026-03-312026-04-08

QUAL ISHARES TR25.7K shares1.79%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR158.9K shares5.99%2026-03-312026-04-08

VB VANGUARD INDEX FDS18.1K shares1.13%2026-03-312026-04-08

AAPL APPLE INC17.1K shares-6.45%2026-03-312026-04-08

Sponsored

IQLT ISHARES TR93.4K shares1.75%2026-03-312026-04-08

VBK VANGUARD INDEX FDS13.0K shares1.29%2026-03-312026-04-08

VBR VANGUARD INDEX FDS17.7K shares4.28%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR74.4K shares-1.50%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR119.5K shares0.66%2026-03-312026-04-08

EFV ISHARES TR46.9K shares1.60%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS23.2K shares0.14%2026-03-312026-04-08

FNDX SCHWAB STRATEGIC TR120.5K shares1.64%2026-03-312026-04-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.1K shares0.02%2026-03-312026-04-08

IEI ISHARES TR27.4K shares49.44%2026-03-312026-04-08

IVV ISHARES TR4.9K shares-0.16%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS42.8K shares2.88%2026-03-312026-04-08

VXF VANGUARD INDEX FDS14.7K shares2.15%2026-03-312026-04-08

FENI FIDELITY COVINGTON TRUST79.8K shares14.16%2026-03-312026-04-08

IEFA ISHARES TR24.3K shares1.59%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF52.4K shares5.69%2026-03-312026-04-08

Sponsored

VEU VANGUARD INTL EQUITY INDEX F26.5K shares3.86%2026-03-312026-04-08

AMZN AMAZON COM INC9.3K shares-3.18%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS7.7K shares0.04%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR58.9K shares7.47%2026-03-312026-04-08

IFRA ISHARES TR30.4K shares-0.38%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR35.3K shares11.72%2026-03-312026-04-08

VLUE ISHARES TR11.7K shares0.14%2026-03-312026-04-08

ALPHABET INC ALPHABET INC5.4K shares0.00%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC5.4K shares0.00%2026-03-312026-04-08

QQQE DIREXION SHARES ETF TRUST15.6K shares0.59%2026-03-312026-04-08

DMXF ISHARES TR18.6K shares21.31%2026-03-312026-04-08

SDY SPDR SERIES TRUST9.2K shares0.00%2026-03-312026-04-08

VOE VANGUARD INDEX FDS7.0K shares11.13%2026-03-312026-04-08

VOT VANGUARD INDEX FDS4.9K shares0.18%2026-03-312026-04-08

TCAF T ROWE PRICE ETF INC35.0K shares0.19%2026-03-312026-04-08

CGIE CAPITAL GROUP INTERNATIONAL35.2K shares44.48%2026-03-312026-04-08

Sponsored

MSFT MICROSOFT CORP3.2K shares0.00%2026-03-312026-04-08

ITA ISHARES TR5.4K shares0.00%2026-03-312026-04-08

SHY ISHARES TR13.4K shares290.91%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS12.4K shares1.31%2026-03-312026-04-08

MOAT VANECK ETF TRUST11.3K shares0.02%2026-03-312026-04-08

TBIL RBB FD INC21.8K shares38.29%2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS12.2K shares4.08%2026-03-312026-04-08

VTI VANGUARD INDEX FDS3.3K shares4.55%2026-03-312026-04-08

Sponsored

LLY ELI LILLY & CO1.1K shares0.00%2026-03-312026-04-08

VHT VANGUARD WORLD FD3.8K shares4.27%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE23.2K shares25.79%2026-03-312026-04-08

DGRO ISHARES TR13.6K shares0.00%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR7.1K shares4.58%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-04-08

DVY ISHARES TR6.2K shares0.18%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 401.5K shares0.07%2026-03-312026-04-08

Sponsored

IJH ISHARES TR12.8K shares0.20%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F5.8K shares0.00%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR28.8K shares2.35%2026-03-312026-04-08

IYW ISHARES TR4.3K shares0.00%2026-03-312026-04-08

IWD ISHARES TR3.6K shares0.31%2026-03-312026-04-08

IWF ISHARES TR1.7K shares-4.12%2026-03-312026-04-08

VSGX VANGUARD WORLD FD10.2K shares12.81%2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP6.0K shares0.00%2026-03-312026-04-08

Sponsored

XOM EXXON MOBIL CORP3.7K shares0.00%2026-03-312026-04-08

VOX VANGUARD WORLD FD3.3K shares0.30%2026-03-312026-04-08

FNDA SCHWAB STRATEGIC TR18.3K shares0.08%2026-03-312026-04-08

PPH VANECK ETF TRUST5.7K shares0.00%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP948 shares0.00%2026-03-312026-04-08

PFE PFIZER INC19.7K shares0.00%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS11.5K shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-03-312026-04-08

Sponsored

AGG ISHARES TR5.2K shares0.04%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST14.4K shares12.63%2026-03-312026-04-08

IWM ISHARES TR2.1K shares0.10%2026-03-312026-04-08

USMV ISHARES TR5.5K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION2.9K shares0.00%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND1.1K shares0.09%2026-03-312026-04-08

FHLC FIDELITY COVINGTON TRUST7.1K shares5.29%2026-03-312026-04-08

SUSA ISHARES TR3.7K shares0.08%2026-03-312026-04-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F5.2K shares7.10%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS6.9K shares18.60%2026-03-312026-04-08

TXN TEXAS INSTRS INC2.1K shares0.00%2026-03-312026-04-08

SUB ISHARES TR3.8K shares0.00%2026-03-312026-04-08

IBB ISHARES TR2.4K shares0.00%2026-03-312026-04-08

PG PROCTER & GAMBLE CO2.8K shares0.00%2026-03-312026-04-08

FNDE SCHWAB STRATEGIC TR10.4K shares0.00%2026-03-312026-04-08

ESGD ISHARES TR4.1K shares0.00%2026-03-312026-04-08

Sponsored

PM PHILIP MORRIS INTL INC2.3K shares0.00%2026-03-312026-04-08

XBI SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-08

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-04-08

CGBL CAPITAL GROUP CORE BALANCED10.9K shares0.00%2026-03-312026-04-08

WMT WALMART INC3.0K shares0.00%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP2.0K shares0.00%2026-03-312026-04-08

META META PLATFORMS INC625 shares0.00%2026-03-312026-04-08

CGCB CAPITAL GRP FIXED INCM ETF T13.4K sharesnew addition2026-03-312026-04-08

Sponsored

VDE VANGUARD WORLD FD1.9K shares0.27%2026-03-312026-04-08

HON HONEYWELL INTL INC1.4K shares0.00%2026-03-312026-04-08

IJT ISHARES TR2.2K shares0.04%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO1.1K shares0.00%2026-03-312026-04-08

IJS ISHARES TR2.7K shares0.07%2026-03-312026-04-08

FELG FIDELITY COVINGTON TRUST8.5K shares26.99%2026-03-312026-04-08

NULG NUSHARES ETF TR3.5K shares23.91%2026-03-312026-04-08

FELV FIDELITY COVINGTON TRUST9.0K shares18.96%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR9.5K shares0.07%2026-03-312026-04-08

OGE OGE ENERGY CORP6.3K shares0.00%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR11.7K shares0.29%2026-03-312026-04-08

SPYG SPDR SERIES TRUST3.0K shares0.13%2026-03-312026-04-08

PAVE GLOBAL X FDS5.8K shares0.31%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS3.6K shares0.03%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-04-08

ESGV VANGUARD WORLD FD2.5K shares8.20%2026-03-312026-04-08

Sponsored

KO COCA COLA CO3.6K shares0.00%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC805 shares0.00%2026-03-312026-04-08

USXF ISHARES TR4.9K shares0.22%2026-03-312026-04-08

IWO ISHARES TR826 shares0.00%2026-03-312026-04-08

MGC VANGUARD WORLD FD1.0K shares0.29%2026-03-312026-04-08

EFAV ISHARES TR2.7K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD349 shares21.60%2026-03-312026-04-08

PABU ISHARES TR3.6K shares1.16%2026-03-312026-04-08

Sponsored

AMAT APPLIED MATLS INC700 sharesnew addition2026-03-312026-04-08

EAGG ISHARES TR4.9K sharesnew addition2026-03-312026-04-08

IHAK ISHARES TR5.3K shares12.99%2026-03-312026-04-08

SUSC ISHARES TR9.8K shares0.32%2026-03-312026-04-08

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-04-08

CSCO CISCO SYS INC2.7K shares0.00%2026-03-312026-04-08

EWL ISHARES INC3.6K shares0.00%2026-03-312026-04-08

VTV

VANGUARD INDEX FDS

0.21%

Shares168.7K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

1.14%

Shares64.4K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

5.72%

Shares324.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.66%

Shares31.6K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.38%

Shares15.2K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.58%

Shares301.2K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-2.63%

Shares40.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.86%

Shares13.1K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

2.65%

Shares258.3K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

4.86%

Shares107.6K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

1.82%

Shares75.0K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

15.46%

Shares53.1K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

1.79%

Shares25.7K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

5.99%

Shares158.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.13%

Shares18.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-6.45%

Shares17.1K

Event2026-03-31

Filed2026-04-08

IQLT

ISHARES TR

1.75%

Shares93.4K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

1.29%

Shares13.0K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

4.28%

Shares17.7K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

-1.50%

Shares74.4K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

0.66%

Shares119.5K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

1.60%

Shares46.9K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.14%

Shares23.2K

Event2026-03-31

Filed2026-04-08

FNDX

SCHWAB STRATEGIC TR

1.64%

Shares120.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

49.44%

Shares27.4K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-0.16%

Shares4.9K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

2.88%

Shares42.8K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

2.15%

Shares14.7K

Event2026-03-31

Filed2026-04-08

FENI

FIDELITY COVINGTON TRUST

14.16%

Shares79.8K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

1.59%

Shares24.3K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

5.69%

Shares52.4K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

3.86%

Shares26.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-3.18%

Shares9.3K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

0.04%

Shares7.7K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

7.47%

Shares58.9K

Event2026-03-31

Filed2026-04-08

IFRA

ISHARES TR

-0.38%

Shares30.4K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

11.72%

Shares35.3K

Event2026-03-31

Filed2026-04-08

VLUE

ISHARES TR

0.14%

Shares11.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

QQQE

DIREXION SHARES ETF TRUST

0.59%

Shares15.6K

Event2026-03-31

Filed2026-04-08

DMXF

ISHARES TR

21.31%

Shares18.6K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

11.13%

Shares7.0K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

0.18%

Shares4.9K

Event2026-03-31

Filed2026-04-08

TCAF

T ROWE PRICE ETF INC

0.19%

Shares35.0K

Event2026-03-31

Filed2026-04-08

CGIE

CAPITAL GROUP INTERNATIONAL

44.48%

Shares35.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

290.91%

Shares13.4K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

1.31%

Shares12.4K

Event2026-03-31

Filed2026-04-08

MOAT

VANECK ETF TRUST

0.02%

Shares11.3K

Event2026-03-31

Filed2026-04-08

TBIL

RBB FD INC

38.29%

Shares21.8K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

4.08%

Shares12.2K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

4.55%

Shares3.3K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

4.27%

Shares3.8K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

25.79%

Shares23.2K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

4.58%

Shares7.1K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

0.18%

Shares6.2K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.20%

Shares12.8K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

2.35%

Shares28.8K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.31%

Shares3.6K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-4.12%

Shares1.7K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

12.81%

Shares10.2K

Event2026-03-31

Filed2026-04-08

BANK NEW YORK MELLON CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

VOX

VANGUARD WORLD FD

0.30%

Shares3.3K

Event2026-03-31

Filed2026-04-08

FNDA

SCHWAB STRATEGIC TR

0.08%

Shares18.3K

Event2026-03-31

Filed2026-04-08

PPH

VANECK ETF TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

0.00%

Shares948

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

0.04%

Shares5.2K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

12.63%

Shares14.4K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.10%

Shares2.1K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-08

FHLC

FIDELITY COVINGTON TRUST

5.29%

Shares7.1K

Event2026-03-31

Filed2026-04-08

SUSA

ISHARES TR

0.08%

Shares3.7K

Event2026-03-31

Filed2026-04-08

VGK

VANGUARD INTL EQUITY INDEX F

7.10%

Shares5.2K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

18.60%

Shares6.9K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-08

IBB

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

XBI

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

CGBL

CAPITAL GROUP CORE BALANCED

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08