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The Analysis of waypoint wealth counsel's Holdings & P&L

Currently, waypoint wealth counsel holds 229 types of securities in its portfolio with a total value $193.4M. In the most recent quarter, they have increased their positions in SPGI (+1.2K shares, valued at $501.9K), GBDC (+25.7K shares, valued at $325.7K), PYPL (+6.6K shares, valued at $296.6K); decreased their positions in VYM (-37.6K shares, valued at $5.6M), IWM (-18.6K shares, valued at $4.6M), JAAA (-70.0K shares, valued at $3.5M); initiated new positions in SPGI (+1.2K shares, valued at $501.9K), GBDC (+25.7K shares, valued at $325.7K), PYPL (+6.6K shares, valued at $296.6K).

1M P&L

+5.3M+3.44%

3M P&L

-964.6K-0.60%

HY P&L

+9.7M+6.52%

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/A56.9M

37.5%

2Beverages - Non-Alcoholic10.0M

6.6%

3Software - Infrastructure7.4M

4.8%

Top Industries by Stock Count

1N/A34 stocks

16.6%

2Software - Application8 stocks

3.9%

3Software - Infrastructure7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS35.3K shares-6.89%2026-03-312026-04-23

GLD SPDR GOLD TR22.9K shares-16.12%2026-03-312026-04-23

KO COCA COLA CO122.3K shares-2.86%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T13.7K shares-18.09%2026-03-312026-04-23

IVV ISHARES TR13.6K shares-2.13%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR74.8K shares-6.88%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS42.8K shares-46.77%2026-03-312026-04-23

AAPL APPLE INC23.1K shares-34.74%2026-03-312026-04-23

Sponsored

MSFT MICROSOFT CORP14.9K shares-17.94%2026-03-312026-04-23

VB VANGUARD INDEX FDS15.1K shares-1.16%2026-03-312026-04-23

NVDA NVIDIA CORPORATION21.4K shares-29.79%2026-03-312026-04-23

AMZN AMAZON COM INC11.6K shares-28.48%2026-03-312026-04-23

ALPHABET INC ALPHABET INC6.9K shares-19.04%2026-03-312026-04-23

VO VANGUARD INDEX FDS6.1K shares-2.95%2026-03-312026-04-23

IEF ISHARES TR17.7K shares-6.15%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR67.0K shares-35.16%2026-03-312026-04-23

Sponsored

BROADCOM INC BROADCOM INC5.4K shares-13.31%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-27.25%2026-03-312026-04-23

DVY ISHARES TR9.6K shares-4.15%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON5.6K shares-23.60%2026-03-312026-04-23

WMT WALMART INC10.8K shares-28.88%2026-03-312026-04-23

FIX COMFORT SYS USA INC917 shares-3.88%2026-03-312026-04-23

ALPHABET INC ALPHABET INC4.2K shares-50.16%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC9.9K shares-6.56%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP7.0K shares-29.18%2026-03-312026-04-23

EIX EDISON INTL15.5K shares-0.52%2026-03-312026-04-23

VIOO VANGUARD ADMIRAL FDS INC9.8K shares-8.35%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.2K shares-7.71%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-36.66%2026-03-312026-04-23

IJH ISHARES TR15.8K shares-43.45%2026-03-312026-04-23

PCG PG&E CORP58.9K shares-7.00%2026-03-312026-04-23

FTI TECHNIPFMC PLC14.5K shares-2.94%2026-03-312026-04-23

Sponsored

BMY BRISTOL-MYERS SQUIBB CO15.6K shares-29.43%2026-03-312026-04-23

CB CHUBB LTD SWITZ2.9K shares-29.70%2026-03-312026-04-23

CSCO CISCO SYS INC12.1K shares-16.01%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST27.1K shares-33.20%2026-03-312026-04-23

FDX FEDEX CORP2.5K shares-10.66%2026-03-312026-04-23

INTC INTEL CORP19.3K shares-30.08%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS1.1K shares0.28%2026-03-312026-04-23

HD HOME DEPOT INC2.4K shares-22.99%2026-03-312026-04-23

Sponsored

GEV GE VERNOVA INC901 shares-12.44%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST10.4K shares0.00%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO2.5K shares-50.84%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR23.4K shares-61.33%2026-03-312026-04-23

CEF SPROTT ASSET MANAGEMENT LP15.0K shares-11.76%2026-03-312026-04-23

CNC CENTENE CORP DEL21.7K shares-17.44%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP2.6K shares-9.50%2026-03-312026-04-23

IWF ISHARES TR1.7K shares-1.66%2026-03-312026-04-23

Sponsored

TSLA TESLA INC1.9K shares-39.63%2026-03-312026-04-23

META META PLATFORMS INC1.2K shares-40.26%2026-03-312026-04-23

GM GENERAL MTRS CO9.1K shares-5.91%2026-03-312026-04-23

EGP EASTGROUP PPTYS INC3.6K shares-3.18%2026-03-312026-04-23

PEP PEPSICO INC4.3K shares-42.86%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.1K shares-6.10%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC3.0K shares-19.05%2026-03-312026-04-23

PSX PHILLIPS 663.5K shares-20.52%2026-03-312026-04-23

Sponsored

JBHT HUNT J B TRANS SVCS INC2.9K shares-4.82%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares-0.86%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR12.4K shares-1.16%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC2.6K shares-28.45%2026-03-312026-04-23

SNDK SANDISK CORP952 shares-41.67%2026-03-312026-04-23

DAL DELTA AIR LINES INC9.1K shares-4.68%2026-03-312026-04-23

INCY INCYTE CORP6.3K shares-3.75%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC4.8K shares-18.71%2026-03-312026-04-23

Sponsored

ABNB AIRBNB INC4.7K shares-28.61%2026-03-312026-04-23

TPR TAPESTRY INC4.1K shares-15.79%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.0K shares-14.87%2026-03-312026-04-23

IWV ISHARES TR1.5K shares-70.40%2026-03-312026-04-23

CAT CATERPILLAR INC781 shares-16.20%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW10.6K shares-12.93%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC3.5K shares-36.07%2026-03-312026-04-23

NOBL PROSHARES TR4.9K shares0.27%2026-03-312026-04-23

Sponsored

FCX FREEPORT MCMORAN INC8.8K shares-3.11%2026-03-312026-04-23

NFLX NETFLIX INC.5.4K shares-13.47%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC122 shares35.56%2026-03-312026-04-23

CIEN CIENA CORP1.3K shares-6.50%2026-03-312026-04-23

SPGI S&P GLOBAL INC1.2K sharesnew addition2026-03-312026-04-23

DHR DANAHER CORP DEL2.6K shares-6.50%2026-03-312026-04-23

VUG VANGUARD INDEX FDS1.1K shares-13.83%2026-03-312026-04-23

MKTX MARKETAXESS HLDGS INC3.0K shares16.30%2026-03-312026-04-23

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.9K shares0.00%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR19.2K shares-13.37%2026-03-312026-04-23

IWM ISHARES TR1.9K shares-90.70%2026-03-312026-04-23

NYT NEW YORK TIMES CO MTN BE5.6K shares1.56%2026-03-312026-04-23

NEM NEWMONT CORP4.2K shares-35.31%2026-03-312026-04-23

ILMN ILLUMINA INC3.7K shares-9.22%2026-03-312026-04-23

MLI MUELLER INDS INC4.0K shares-5.98%2026-03-312026-04-23

BWA BORGWARNER INC8.2K shares-10.54%2026-03-312026-04-23

Sponsored

ADBE ADOBE INC1.8K shares161.93%2026-03-312026-04-23

EME EMCOR GROUP INC600 shares0.00%2026-03-312026-04-23

NTRA NATERA INC2.2K shares-16.29%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC3.9K shares-16.81%2026-03-312026-04-23

PLD PROLOGIS INC.3.3K shares-10.69%2026-03-312026-04-23

HII HUNTINGTON INGALLS INDS INC1.1K shares-2.58%2026-03-312026-04-23

CVX CHEVRON CORPORATION2.1K shares-9.33%2026-03-312026-04-23

APH AMPHENOL CORP3.4K shares-12.03%2026-03-312026-04-23

Sponsored

LLY ELI LILLY & CO464 shares-40.36%2026-03-312026-04-23

NOW SERVICENOW INC4.0K shares9.15%2026-03-312026-04-23

TGT TARGET CORP3.4K shares-4.50%2026-03-312026-04-23

MEDP MEDPACE HLDGS INC844 shares-29.49%2026-03-312026-04-23

JHG JANUS HENDERSON GROUP PLC7.7K shares-2.57%2026-03-312026-04-23

TJX TJX COS INC NEW2.5K shares-11.05%2026-03-312026-04-23

ARMK ARAMARK9.6K shares-0.08%2026-03-312026-04-23

ROST ROSS STORES INC1.8K shares-4.87%2026-03-312026-04-23

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC2.9K shares-13.06%2026-03-312026-04-23

DG DOLLAR GEN CORP3.1K shares-3.88%2026-03-312026-04-23

IXUS ISHARES TR4.3K shares0.00%2026-03-312026-04-23

AMP AMERIPRISE FINL INC841 shares42.06%2026-03-312026-04-23

CMI CUMMINS INC690 shares-4.43%2026-03-312026-04-23

VOE VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-23

BAC BANK AMERICA CORP7.5K shares-22.10%2026-03-312026-04-23

TER TERADYNE INC1.2K shares1.08%2026-03-312026-04-23

Sponsored

CFG CITIZENS FINL GROUP INC6.0K shares-3.67%2026-03-312026-04-23

MTZ MASTEC INC1.1K shares-1.81%2026-03-312026-04-23

ABBV ABBVIE INC1.6K shares-42.14%2026-03-312026-04-23

HAL HALLIBURTON CO8.9K shares-5.62%2026-03-312026-04-23

HAS HASBRO INC3.7K shares-4.33%2026-03-312026-04-23

TOL TOLL BROTHERS INC2.5K shares-6.22%2026-03-312026-04-23

QCOM QUALCOMM INC2.6K shares-11.14%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP991 shares-36.15%2026-03-312026-04-23

Sponsored

BMRN BIOMARIN PHARMACEUTICAL INC6.0K shares-21.50%2026-03-312026-04-23

IVW ISHARES TR3.0K shares-89.52%2026-03-312026-04-23

ZM ZOOM COMMUNICATIONS INC4.2K shares-52.39%2026-03-312026-04-23

VTR VENTAS INC4.1K shares-14.95%2026-03-312026-04-23

NTNX NUTANIX INC8.7K shares30.12%2026-03-312026-04-23

RBLX ROBLOX CORP5.9K shares-30.35%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO1.3K shares-19.63%2026-03-312026-04-23

WAB WABTEC1.3K shares-4.15%2026-03-312026-04-23

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-3.33%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC1.2K shares-33.31%2026-03-312026-04-23

GBDC GOLUB CAP BDC INC25.7K sharesnew addition2026-03-312026-04-23

VRSN VERISIGN INC1.3K shares-21.28%2026-03-312026-04-23

PB PROSPERITY BANCSHARES INC4.8K shares-14.97%2026-03-312026-04-23

ESTC ELASTIC N V6.5K shares-23.94%2026-03-312026-04-23

TXT TEXTRON INC3.7K shares-19.72%2026-03-312026-04-23

V VISA INC1.1K shares-29.94%2026-03-312026-04-23

Sponsored

SNOW SNOWFLAKE INC2.1K shares-29.09%2026-03-312026-04-23

TTC TORO CO3.4K shares0.39%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-8.23%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION307 shares-79.12%2026-03-312026-04-23

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.8K shares-13.37%2026-03-312026-04-23

TSN TYSON FOODS INC4.7K shares2.41%2026-03-312026-04-23

MATCH GROUP INC NEW MATCH GROUP INC NEW9.8K shares29.72%2026-03-312026-04-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.2K shares0.00%2026-03-312026-04-23

Sponsored

DOV DOVER CORP1.4K shares-9.33%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC6.6K sharesnew addition2026-03-312026-04-23

DECK DECKERS OUTDOOR CORP2.9K shares5.30%2026-03-312026-04-23

VLO VALERO ENERGY CORP1.2K shares-8.20%2026-03-312026-04-23

IQV IQVIA HLDGS INC1.7K shares-13.98%2026-03-312026-04-23

IGSB ISHARES TR5.5K shares0.00%2026-03-312026-04-23

BPOP POPULAR INC2.1K shares-3.75%2026-03-312026-04-23

WMB WILLIAMS COS INC3.9K shares-36.73%2026-03-312026-04-23

Sponsored

DOW DOW HLDGS INC6.8K sharesnew addition2026-03-312026-04-23

VEEV VEEVA SYS INC1.6K sharesnew addition2026-03-312026-04-23

FTNT FORTINET INC3.4K shares-11.72%2026-03-312026-04-23

AMAT APPLIED MATLS INC812 shares-62.91%2026-03-312026-04-23

EXEL EXELIXIS INC6.4K shares-19.31%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION2.1K shares-4.35%2026-03-312026-04-23

CCK CROWN HLDGS INC2.7K shares-16.31%2026-03-312026-04-23

KMX CARMAX INC6.6K shares-14.40%2026-03-312026-04-23

Sponsored

ATLASSIAN CORPORATION ATLASSIAN CORPORATION4.0K shares-39.85%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC668 shares3.73%2026-03-312026-04-23

VDE VANGUARD WORLD FD1.6K sharesnew addition2026-03-312026-04-23

AA ALCOA CORP4.1K shares-1.69%2026-03-312026-04-23

ALGN ALIGN TECHNOLOGY INC1.6K shares-5.37%2026-03-312026-04-23

ULTA ULTA BEAUTY INC511 shares-2.67%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC2.7K shares-41.63%2026-03-312026-04-23

GPC GENUINE PARTS CO2.5K shares6.97%2026-03-312026-04-23

Sponsored

TRV TRAVELERS COMPANIES INC903 shares-6.13%2026-03-312026-04-23

IYF ISHARES TR2.2K shares0.00%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC2.3K shares16.41%2026-03-312026-04-23

DRAFTKINGS INC NEW DRAFTKINGS INC NEW12.0K shares1.43%2026-03-312026-04-23

ORI OLD REP INTL CORP6.5K shares-23.07%2026-03-312026-04-23

LVS LAS VEGAS SANDS CORP4.8K shares-33.34%2026-03-312026-04-23

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.9K sharesnew addition2026-03-312026-04-23

CMG CHIPOTLE MEXICAN GRILL INC7.9K shares-16.30%2026-03-312026-04-23

Sponsored

THC TENET HEALTHCARE CORP1.3K shares-36.28%2026-03-312026-04-23

MHK MOHAWK INDS INC2.6K sharesnew addition2026-03-312026-04-23

GL GLOBE LIFE INC1.7K shares-2.13%2026-03-312026-04-23

CW CURTISS WRIGHT CORP353 shares-8.07%2026-03-312026-04-23

RL RALPH LAUREN CORP697 shares-16.53%2026-03-312026-04-23

GLW CORNING INC1.7K shares-43.01%2026-03-312026-04-23

ADT ADT INC DEL36.1K shares-35.90%2026-03-312026-04-23

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-23

Sponsored

IJR ISHARES TR1.9K shares-39.70%2026-03-312026-04-23

IT GARTNER INC1.5K shares-28.32%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.1K shares-25.60%2026-03-312026-04-23

OMC OMNICOM GROUP INC3.0K shares-48.55%2026-03-312026-04-23

FIVE FIVE BELOW INC1.0K sharesnew addition2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP2.4K shares-15.22%2026-03-312026-04-23

JAAA JANUS DETROIT STR TR4.5K shares-93.97%2026-03-312026-04-23

GAP GAP INC9.3K shares-4.26%2026-03-312026-04-23

Sponsored

SF STIFEL FINL CORP3.0K shares46.18%2026-03-312026-04-23

INVH INVITATION HOMES INC9.0K shares-27.69%2026-03-312026-04-23

RGA REINSURANCE GROUP AMER INC1.1K shares6.60%2026-03-312026-04-23

OHI OMEGA HEALTHCARE INVS INC5.1K shares-7.31%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.3K shares-19.96%2026-03-312026-04-23

UTHR UNITED THERAPEUTICS CORP DEL372 shares-46.93%2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC1.9K sharesnew addition2026-03-312026-04-23

AXS AXIS CAP HLDGS LTD2.2K shares-21.97%2026-03-312026-04-23

Sponsored

MA MASTERCARD INCORPORATED438 shares-46.26%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC1.3K shares-32.00%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC717 shares-3.76%2026-03-312026-04-23

SPYG SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-23

CSX CSX CORP5.2K shares-9.16%2026-03-312026-04-23

LITE LUMENTUM HLDGS INC303 sharesnew addition2026-03-312026-04-23

IVZ INVESCO LTD8.8K shares-7.64%2026-03-312026-04-23

BBAX J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-03-312026-04-23

Sponsored

COF CAPITAL ONE FINL CORP1.2K shares-18.39%2026-03-312026-04-23

NNN NNN REIT INC5.0K shares-30.88%2026-03-312026-04-23

SON SONOCO PRODS CO3.9K shares-16.54%2026-03-312026-04-23

ASH ASHLAND INC3.7K shares-8.71%2026-03-312026-04-23

MANH MANHATTAN ASSOCIATES INC1.6K shares30.34%2026-03-312026-04-23

PFE PFIZER INC7.3K shares-47.93%2026-03-312026-04-23

VXUS VANGUARD STAR FDS2.7K sharesnew addition2026-03-312026-04-23

FNF FIDELITY NATL FINL INC4.3K shares-29.58%2026-03-312026-04-23

Sponsored

OWL BLUE OWL CAPITAL INC18.5K sharesnew addition2026-03-312026-04-23

S SENTINELONE INC12.8K sharesnew addition2026-03-312026-04-23

LYFT LYFT INC10.9K shares-53.08%2026-03-312026-04-23

F FORD MTR CO11.3K shares-6.89%2026-03-312026-04-23

AGILON HEALTH INC AGILON HEALTH INC11.3K sharesnew addition2026-03-312026-04-23

MPW MEDICAL PROPERTIES TRUST INC13.7K shares-27.23%2026-03-312026-04-23

SWIM LATHAM GROUP INC10.0K shares-0.06%2026-03-312026-04-23

PTON PELOTON INTERACTIVE INC12.3K sharesnew addition2026-03-312026-04-23

Sponsored

IRWD IRONWOOD PHARMACEUTICALS INC12.0K shares-4.03%2026-03-312026-04-23

BLOCK INC BLOCK INC26.0K shares0.00%2026-03-312026-04-23

ALIT ALIGHT INC30.2K sharesnew addition2026-03-312026-04-23

GIFT GIFTIFY INC10.7K shares-84.88%2026-03-312026-04-23

NFE NEW FORTRESS ENERGY INC11.3K sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS

-6.89%

Shares35.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-16.12%

Shares22.9K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-2.86%

Shares122.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-18.09%

Shares13.7K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-2.13%

Shares13.6K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-6.88%

Shares74.8K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

-46.77%

Shares42.8K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-34.74%

Shares23.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-17.94%

Shares14.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-1.16%

Shares15.1K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-29.79%

Shares21.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-28.48%

Shares11.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-19.04%

Shares6.9K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-2.95%

Shares6.1K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR

-6.15%

Shares17.7K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

-35.16%

Shares67.0K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-13.31%

Shares5.4K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-27.25%

Shares2.6K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

-4.15%

Shares9.6K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-23.60%

Shares5.6K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-28.88%

Shares10.8K

Event2026-03-31

Filed2026-04-23

FIX

COMFORT SYS USA INC

-3.88%

Shares917

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-50.16%

Shares4.2K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-6.56%

Shares9.9K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-29.18%

Shares7.0K

Event2026-03-31

Filed2026-04-23

EIX

EDISON INTL

-0.52%

Shares15.5K

Event2026-03-31

Filed2026-04-23

VIOO

VANGUARD ADMIRAL FDS INC

-8.35%

Shares9.8K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

-7.71%

Shares3.2K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-36.66%

Shares2.3K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-43.45%

Shares15.8K

Event2026-03-31

Filed2026-04-23

PCG

PG&E CORP

-7.00%

Shares58.9K

Event2026-03-31

Filed2026-04-23

FTI

TECHNIPFMC PLC

-2.94%

Shares14.5K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

-29.43%

Shares15.6K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

-29.70%

Shares2.9K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-16.01%

Shares12.1K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

-33.20%

Shares27.1K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

-10.66%

Shares2.5K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-30.08%

Shares19.3K

Event2026-03-31

Filed2026-04-23

REGN

REGENERON PHARMACEUTICALS

0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-22.99%

Shares2.4K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

-12.44%

Shares901

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-50.84%

Shares2.5K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-61.33%

Shares23.4K

Event2026-03-31

Filed2026-04-23

CEF

SPROTT ASSET MANAGEMENT LP

-11.76%

Shares15.0K

Event2026-03-31

Filed2026-04-23

CNC

CENTENE CORP DEL

-17.44%

Shares21.7K

Event2026-03-31

Filed2026-04-23

WDC

WESTERN DIGITAL CORP

-9.50%

Shares2.6K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-1.66%

Shares1.7K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-39.63%

Shares1.9K

Event2026-03-31

Filed2026-04-23