Sponsored

The Analysis of WEALTHSPAN PARTNERS, LLC's Holdings & P&L

Currently, WEALTHSPAN PARTNERS, LLC holds 123 types of securities in its portfolio with a total value $283.8M. In the most recent quarter, they have increased their positions in VUSB (+92.0K shares, valued at $4.6M), STIP (+6.9K shares, valued at $709.0K), EVSD (+13.3K shares, valued at $675.7K); decreased their positions in DUSB (-12.5K shares, valued at $633.3K), EVLN (-5.1K shares, valued at $247.6K), VUG (-364 shares, valued at $159.0K); initiated new positions in VUSB (+92.0K shares, valued at $4.6M), T (+7.9K shares, valued at $229.0K), URA (+4.7K shares, valued at $228.0K).

1M P&L

+5.4M+1.96%

3M P&L

-187.6M-39.85%

HY P&L

-172.7M-37.89%

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/A211.1M

78.9%

2Farm & Heavy Construction Machinery19.0M

7.1%

3Software - Infrastructure5.1M

1.9%

Top Industries by Stock Count

1N/A69 stocks

59.0%

2Utilities - Regulated Electric4 stocks

3.4%

3Drug Manufacturers - General3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS75.4K shares-0.48%2026-03-312026-04-08

VTV VANGUARD INDEX FDS133.1K shares0.67%2026-03-312026-04-08

DE DEERE & CO28.4K shares-0.63%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR118.4K shares0.04%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS115.3K shares0.36%2026-03-312026-04-08

DUSB DIMENSIONAL ETF TRUST159.2K shares-7.27%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS36.1K shares-1.83%2026-03-312026-04-08

DFCF DIMENSIONAL ETF TRUST178.2K shares2.14%2026-03-312026-04-08

Sponsored

VYM VANGUARD WHITEHALL FDS47.5K shares4.40%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR152.6K shares4.04%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST177.1K shares-0.74%2026-03-312026-04-08

EVSD MORGAN STANLEY ETF TRUST129.4K shares11.42%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR197.5K shares10.33%2026-03-312026-04-08

VO VANGUARD INDEX FDS17.4K shares0.45%2026-03-312026-04-08

IVW ISHARES TR44.0K shares4.69%2026-03-312026-04-08

AAPL APPLE INC19.4K shares0.23%2026-03-312026-04-08

Sponsored

FNDF SCHWAB STRATEGIC TR96.3K shares4.00%2026-03-312026-04-08

VUSB VANGUARD BD INDEX FDS92.0K sharesnew addition2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F80.7K shares4.76%2026-03-312026-04-08

IWM ISHARES TR18.2K shares3.09%2026-03-312026-04-08

MSFT MICROSOFT CORP12.1K shares0.21%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST60.4K shares-0.54%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS61.9K shares2.15%2026-03-312026-04-08

IWD ISHARES TR18.6K shares-1.13%2026-03-312026-04-08

Sponsored

STIP ISHARES TR36.6K shares23.03%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST82.7K shares-0.25%2026-03-312026-04-08

CAT CATERPILLAR INC4.2K shares0.07%2026-03-312026-04-08

EVSM MORGAN STANLEY ETF TRUST58.4K shares13.47%2026-03-312026-04-08

SLV ISHARES SILVER TR38.7K shares1.23%2026-03-312026-04-08

VB VANGUARD INDEX FDS9.4K shares3.23%2026-03-312026-04-08

WMT WALMART INC17.5K shares0.03%2026-03-312026-04-08

MCD MCDONALDS CORP7.0K shares0.03%2026-03-312026-04-08

Sponsored

VBR VANGUARD INDEX FDS9.0K shares-0.02%2026-03-312026-04-08

LLY ELI LILLY & CO2.1K shares0.05%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares1.10%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR2.9K shares-2.40%2026-03-312026-04-08

NVDA NVIDIA CORPORATION9.7K shares0.41%2026-03-312026-04-08

EVMO MORGAN STANLEY ETF TRUST30.3K shares6.06%2026-03-312026-04-08

CSX CSX CORP36.4K shares0.35%2026-03-312026-04-08

DFIC DIMENSIONAL ETF TRUST40.6K shares0.65%2026-03-312026-04-08

Sponsored

MLPX GLOBAL X FDS19.5K shares5.20%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T2.2K shares2.49%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.6K shares9.97%2026-03-312026-04-08

DIHP DIMENSIONAL ETF TRUST37.3K shares-0.26%2026-03-312026-04-08

IJH ISHARES TR17.3K shares-5.52%2026-03-312026-04-08

COP CONOCOPHILLIPS8.2K shares-8.75%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON4.4K shares0.02%2026-03-312026-04-08

GLD SPDR GOLD TR2.5K shares1.57%2026-03-312026-04-08

Sponsored

DFAT DIMENSIONAL ETF TRUST16.8K shares2.77%2026-03-312026-04-08

VHT VANGUARD WORLD FD3.8K shares-0.48%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR35.1K shares8.80%2026-03-312026-04-08

JEPQ J P MORGAN EXCHANGE TRADED F18.1K shares7.40%2026-03-312026-04-08

COPX GLOBAL X FDS13.0K shares10.45%2026-03-312026-04-08

GRID FIRST TR EXCHANGE-TRADED FD5.7K shares31.86%2026-03-312026-04-08

XOM EXXON MOBIL CORP5.4K shares-7.85%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST17.2K shares-0.66%2026-03-312026-04-08

Sponsored

WFC WELLS FARGO & CO11.0K shares-2.55%2026-03-312026-04-08

AMZN AMAZON COM INC4.2K shares1.54%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST12.1K shares0.00%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST22.6K shares-3.43%2026-03-312026-04-08

TRGP TARGA RES CORP3.1K shares0.00%2026-03-312026-04-08

ABBV ABBVIE INC3.4K shares0.03%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F13.4K shares5.74%2026-03-312026-04-08

ALPHABET INC ALPHABET INC2.5K shares1.57%2026-03-312026-04-08

Sponsored

EVLN MORGAN STANLEY ETF TRUST15.0K shares-25.57%2026-03-312026-04-08

BCD ABRDN ETFS20.0K shares8.51%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST21.2K shares0.52%2026-03-312026-04-08

IVV ISHARES TR1.0K shares0.00%2026-03-312026-04-08

HWM HOWMET AEROSPACE INC2.9K shares0.03%2026-03-312026-04-08

NEE NEXTERA ENERGY INC6.7K shares-0.90%2026-03-312026-04-08

OKE ONEOK INC NEW6.8K shares0.38%2026-03-312026-04-08

ORCL ORACLE CORP3.8K shares84.70%2026-03-312026-04-08

Sponsored

JPM JPMORGAN CHASE & CO1.9K shares-2.49%2026-03-312026-04-08

CW CURTISS WRIGHT CORP800 shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC1.6K shares-1.23%2026-03-312026-04-08

ICSH ISHARES TR10.2K shares-0.02%2026-03-312026-04-08

PHO INVESCO EXCHANGE TRADED FD T7.7K shares0.01%2026-03-312026-04-08

HNI HNI CORP15.1K shares0.00%2026-03-312026-04-08

TSLA TESLA INC1.3K shares1.54%2026-03-312026-04-08

ROL ROLLINS INC9.1K shares0.00%2026-03-312026-04-08

Sponsored

AXON AXON ENTERPRISE INC1.1K shares10.43%2026-03-312026-04-08

SOFI SOFI TECHNOLOGIES INC29.4K shares55.80%2026-03-312026-04-08

SLB SLB LIMITED8.9K shares0.00%2026-03-312026-04-08

VOT VANGUARD INDEX FDS1.7K shares-5.74%2026-03-312026-04-08

NLR VANECK ETF TRUST3.1K shares-3.18%2026-03-312026-04-08

PAVE GLOBAL X FDS8.0K shares2.49%2026-03-312026-04-08

BP BP PLC8.5K shares0.51%2026-03-312026-04-08

SO SOUTHERN CO4.1K shares0.05%2026-03-312026-04-08

Sponsored

VBK VANGUARD INDEX FDS1.3K shares6.61%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST11.2K shares12.94%2026-03-312026-04-08

BAC BANK AMERICA CORP7.4K shares0.00%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND767 shares0.00%2026-03-312026-04-08

ONDS ONDAS INC39.1K shares1.64%2026-03-312026-04-08

NVG NUVEEN AMT FREE MUN CR INC F28.4K shares30.13%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.7K shares7.02%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION340 shares0.00%2026-03-312026-04-08

Sponsored

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2026-03-312026-04-08

IUSV ISHARES TR3.1K shares-8.99%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST12.9K shares-1.60%2026-03-312026-04-08

VOE VANGUARD INDEX FDS1.6K shares9.03%2026-03-312026-04-08

JSMD JANUS DETROIT STR TR3.7K shares-1.78%2026-03-312026-04-08

PSX PHILLIPS 661.6K shares-6.77%2026-03-312026-04-08

IWO ISHARES TR923 shares6.71%2026-03-312026-04-08

Sponsored

VGT VANGUARD WORLD FD412 shares-19.06%2026-03-312026-04-08

VV VANGUARD INDEX FDS916 shares0.00%2026-03-312026-04-08

ED CONSOLIDATED EDISON INC2.3K shares0.26%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL7.5K shares0.07%2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.4K shares-17.91%2026-03-312026-04-08

PEP PEPSICO INC1.6K shares-0.51%2026-03-312026-04-08

BSX BOSTON SCIENTIFIC CORP3.7K shares0.00%2026-03-312026-04-08

BDJ BLACKROCK ENHANCED EQUITY DI26.7K shares0.72%2026-03-312026-04-08

Sponsored

T AT&T INC7.9K sharesnew addition2026-03-312026-04-08

URA GLOBAL X FDS4.7K sharesnew addition2026-03-312026-04-08

PG PROCTER & GAMBLE CO1.6K shares0.13%2026-03-312026-04-08

DNP DNP SELECT INCOME FD INC21.6K shares1.07%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE766 shares-5.90%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR3.5K sharesnew addition2026-03-312026-04-08

V VISA INC688 shares-14.96%2026-03-312026-04-08

CNP CENTERPOINT ENERGY INC4.8K sharesnew addition2026-03-312026-04-08

Sponsored

GEV GE VERNOVA INC237 sharesnew addition2026-03-312026-04-08

BBAI BIGBEAR AI HLDGS INC15.3K shares-6.12%2026-03-312026-04-08

JQC NUVEEN CR STRATEGIES INCOME10.9K sharesnew addition2026-03-312026-04-08

VUG

VANGUARD INDEX FDS

-0.48%

Shares75.4K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.67%

Shares133.1K

Event2026-03-31

Filed2026-04-08

DEERE & CO

-0.63%

Shares28.4K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

0.04%

Shares118.4K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

0.36%

Shares115.3K

Event2026-03-31

Filed2026-04-08

DUSB

DIMENSIONAL ETF TRUST

-7.27%

Shares159.2K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-1.83%

Shares36.1K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

2.14%

Shares178.2K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

4.40%

Shares47.5K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

4.04%

Shares152.6K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

-0.74%

Shares177.1K

Event2026-03-31

Filed2026-04-08

EVSD

MORGAN STANLEY ETF TRUST

11.42%

Shares129.4K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

10.33%

Shares197.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.45%

Shares17.4K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

4.69%

Shares44.0K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.23%

Shares19.4K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

4.00%

Shares96.3K

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

New

Shares92.0K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

4.76%

Shares80.7K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

3.09%

Shares18.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.21%

Shares12.1K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

-0.54%

Shares60.4K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

2.15%

Shares61.9K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-1.13%

Shares18.6K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

23.03%

Shares36.6K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

-0.25%

Shares82.7K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.07%

Shares4.2K

Event2026-03-31

Filed2026-04-08

EVSM

MORGAN STANLEY ETF TRUST

13.47%

Shares58.4K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

1.23%

Shares38.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.23%

Shares9.4K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.03%

Shares17.5K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.03%

Shares7.0K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-0.02%

Shares9.0K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

1.10%

Shares4.0K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-2.40%

Shares2.9K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.41%

Shares9.7K

Event2026-03-31

Filed2026-04-08

EVMO

MORGAN STANLEY ETF TRUST

6.06%

Shares30.3K

Event2026-03-31

Filed2026-04-08

CSX

CSX CORP

0.35%

Shares36.4K

Event2026-03-31

Filed2026-04-08

DFIC

DIMENSIONAL ETF TRUST

0.65%

Shares40.6K

Event2026-03-31

Filed2026-04-08

MLPX

GLOBAL X FDS

5.20%

Shares19.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

2.49%

Shares2.2K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

9.97%

Shares27.6K

Event2026-03-31

Filed2026-04-08

DIHP

DIMENSIONAL ETF TRUST

-0.26%

Shares37.3K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-5.52%

Shares17.3K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

-8.75%

Shares8.2K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.02%

Shares4.4K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

1.57%

Shares2.5K

Event2026-03-31

Filed2026-04-08

DFAT

DIMENSIONAL ETF TRUST

2.77%

Shares16.8K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

-0.48%

Shares3.8K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

8.80%

Shares35.1K

Event2026-03-31

Filed2026-04-08

JEPQ

J P MORGAN EXCHANGE TRADED F

7.40%

Shares18.1K

Event2026-03-31

Filed2026-04-08

COPX

GLOBAL X FDS

10.45%

Shares13.0K

Event2026-03-31

Filed2026-04-08

GRID

FIRST TR EXCHANGE-TRADED FD

31.86%

Shares5.7K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-7.85%

Shares5.4K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

-0.66%

Shares17.2K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

-2.55%

Shares11.0K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

1.54%

Shares4.2K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

-3.43%

Shares22.6K

Event2026-03-31

Filed2026-04-08

TRGP

TARGA RES CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

5.74%

Shares13.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

1.57%

Shares2.5K

Event2026-03-31

Filed2026-04-08

EVLN

MORGAN STANLEY ETF TRUST

-25.57%

Shares15.0K

Event2026-03-31

Filed2026-04-08

BCD

ABRDN ETFS

8.51%

Shares20.0K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

0.52%

Shares21.2K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

HWM

HOWMET AEROSPACE INC

0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-0.90%

Shares6.7K

Event2026-03-31

Filed2026-04-08

OKE

ONEOK INC NEW

0.38%

Shares6.8K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

84.70%

Shares3.8K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-2.49%

Shares1.9K

Event2026-03-31

Filed2026-04-08

CURTISS WRIGHT CORP

0.00%

Shares800

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-1.23%

Shares1.6K

Event2026-03-31

Filed2026-04-08

ICSH

ISHARES TR

-0.02%

Shares10.2K

Event2026-03-31

Filed2026-04-08

PHO

INVESCO EXCHANGE TRADED FD T

0.01%

Shares7.7K

Event2026-03-31

Filed2026-04-08

HNI

HNI CORP

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

1.54%

Shares1.3K

Event2026-03-31

Filed2026-04-08

ROL

ROLLINS INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-08

AXON

AXON ENTERPRISE INC

10.43%

Shares1.1K

Event2026-03-31

Filed2026-04-08

SOFI

SOFI TECHNOLOGIES INC

55.80%

Shares29.4K

Event2026-03-31

Filed2026-04-08

SLB

SLB LIMITED

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

-5.74%

Shares1.7K

Event2026-03-31

Filed2026-04-08

NLR

VANECK ETF TRUST

-3.18%

Shares3.1K

Event2026-03-31

Filed2026-04-08

PAVE

GLOBAL X FDS

2.49%

Shares8.0K

Event2026-03-31

Filed2026-04-08

BP PLC

0.51%

Shares8.5K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

0.05%

Shares4.1K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

6.61%

Shares1.3K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

12.94%

Shares11.2K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares767

Event2026-03-31

Filed2026-04-08

ONDS

ONDAS INC

1.64%

Shares39.1K

Event2026-03-31

Filed2026-04-08

NVG

NUVEEN AMT FREE MUN CR INC F

30.13%

Shares28.4K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

7.02%

Shares1.7K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares340

Event2026-03-31

Filed2026-04-08

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

-8.99%

Shares3.1K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

DFAR

DIMENSIONAL ETF TRUST

-1.60%

Shares12.9K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

9.03%

Shares1.6K

Event2026-03-31

Filed2026-04-08

JSMD

JANUS DETROIT STR TR

-1.78%

Shares3.7K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

-6.77%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IWO

ISHARES TR

6.71%

Shares923

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-19.06%

Shares412

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares916

Event2026-03-31

Filed2026-04-08

CONSOLIDATED EDISON INC

0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-08

KMI

KINDER MORGAN INC DEL

0.07%

Shares7.5K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-17.91%

Shares2.4K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-0.51%

Shares1.6K

Event2026-03-31

Filed2026-04-08

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

BDJ

BLACKROCK ENHANCED EQUITY DI

0.72%

Shares26.7K

Event2026-03-31

Filed2026-04-08

AT&T INC

New

Shares7.9K

Event2026-03-31

Filed2026-04-08

URA

GLOBAL X FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.13%

Shares1.6K

Event2026-03-31

Filed2026-04-08

DNP

DNP SELECT INCOME FD INC

1.07%

Shares21.6K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

-5.90%

Shares766

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-08

VISA INC

-14.96%

Shares688

Event2026-03-31

Filed2026-04-08

CNP

CENTERPOINT ENERGY INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

New

Shares237

Event2026-03-31

Filed2026-04-08

BBAI

BIGBEAR AI HLDGS INC

-6.12%

Shares15.3K

Event2026-03-31

Filed2026-04-08

JQC

NUVEEN CR STRATEGIES INCOME

New

Shares10.9K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available