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The Analysis of Wealthspire Advisors, LLC's Holdings & P&L

Currently, Wealthspire Advisors, LLC holds 932 types of securities in its portfolio with a total value $12.7B. In the most recent quarter, they have increased their positions in N/A (+710.5K shares, valued at $229.3M), VV (+262.5K shares, valued at $78.4M), VEA (+980.8K shares, valued at $62.8M); decreased their positions in N/A (-87.3K shares, valued at $25.0M), AAPL (-77.8K shares, valued at $19.7M), USFR (-363.9K shares, valued at $18.3M); initiated new positions in BZH (+1.1M shares, valued at $21.5M), HTAB (+540.7K shares, valued at $10.3M), N/A (+26.9K shares, valued at $2.1M).

1M P&L

+233.8M+1.91%

3M P&L

-1.9B-13.15%

HY P&L

-1.1B-8.02%

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/A10.1B

89.3%

2Consumer Electronics130.6M

1.2%

3Software - Infrastructure104.1M

0.9%

Top Industries by Stock Count

1N/A402 stocks

46.9%

2Banks - Regional21 stocks

2.4%

3Software - Application17 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR2.7M shares0.23%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS14.6M shares7.22%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1M shares-2.32%2026-03-312026-05-01

IJH ISHARES TR7.7M shares0.87%2026-03-312026-05-01

VXUS VANGUARD STAR FDS6.3M shares7.68%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR13.3M shares-1.66%2026-03-312026-05-01

AON PLC AON PLC984.1K shares259.68%2026-03-312026-05-01

VTI VANGUARD INDEX FDS963.0K shares-2.49%2026-03-312026-05-01

Sponsored

SCHF SCHWAB STRATEGIC TR12.2M shares12.02%2026-03-312026-05-01

VUG VANGUARD INDEX FDS677.3K shares12.91%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST7.5M shares-0.24%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T441.1K shares-1.29%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F4.9M shares3.96%2026-03-312026-05-01

VV VANGUARD INDEX FDS807.8K shares48.13%2026-03-312026-05-01

IJR ISHARES TR1.9M shares2.05%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS4.5M shares6.31%2026-03-312026-05-01

Sponsored

IUSB ISHARES TR4.7M shares2.37%2026-03-312026-05-01

VO VANGUARD INDEX FDS618.5K shares2.73%2026-03-312026-05-01

VXF VANGUARD INDEX FDS823.5K shares-1.38%2026-03-312026-05-01

AAPL APPLE INC512.8K shares-13.17%2026-03-312026-05-01

IEMG ISHARES INC1.7M shares-0.45%2026-03-312026-05-01

VB VANGUARD INDEX FDS401.5K shares0.74%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F1.3M shares3.96%2026-03-312026-05-01

CME CME GROUP INC316.1K shares39.44%2026-03-312026-05-01

Sponsored

TFLO ISHARES TR1.8M shares3.97%2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD2.0M shares-5.37%2026-03-312026-05-01

MSFT MICROSOFT CORP237.7K shares-16.10%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST2.4M shares-4.63%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST2.0M shares-2.75%2026-03-312026-05-01

ALPHABET INC ALPHABET INC265.0K shares-24.78%2026-03-312026-05-01

DFGR DIMENSIONAL ETF TRUST2.8M shares0.46%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR125.6K shares-6.00%2026-03-312026-05-01

Sponsored

SCHX SCHWAB STRATEGIC TR2.8M shares0.23%2026-03-312026-05-01

IXUS ISHARES TR835.4K shares5.04%2026-03-312026-05-01

IEFA ISHARES TR788.5K shares-2.73%2026-03-312026-05-01

HYDB ISHARES TR1.5M shares6.11%2026-03-312026-05-01

VBK VANGUARD INDEX FDS204.1K shares0.31%2026-03-312026-05-01

CVLC MORGAN STANLEY ETF TRUST769.4K shares1.25%2026-03-312026-05-01

SPYM SPDR SERIES TRUST751.5K shares-2.02%2026-03-312026-05-01

VTV VANGUARD INDEX FDS292.9K shares1.34%2026-03-312026-05-01

Sponsored

NVDA NVIDIA CORPORATION317.4K shares-19.74%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS749.7K shares3.05%2026-03-312026-05-01

MUB ISHARES TR512.5K shares-15.87%2026-03-312026-05-01

EFA ISHARES TR555.3K shares1.41%2026-03-312026-05-01

NOBL PROSHARES TR464.9K shares-2.32%2026-03-312026-05-01

AMZN AMAZON COM INC219.4K shares-13.75%2026-03-312026-05-01

PVAL PUTNAM ETF TRUST975.1K shares17.45%2026-03-312026-05-01

VBR VANGUARD INDEX FDS205.3K shares3.69%2026-03-312026-05-01

Sponsored

SCHE SCHWAB STRATEGIC TR1.3M shares24.65%2026-03-312026-05-01

SMMD ISHARES TR540.3K shares6.45%2026-03-312026-05-01

USFR WISDOMTREE TR809.8K shares-31.01%2026-03-312026-05-01

IWF ISHARES TR94.3K shares-8.80%2026-03-312026-05-01

ALPHABET INC ALPHABET INC134.9K shares-16.48%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS477.0K shares2.41%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND190.7K shares110.93%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST814.3K shares-1.30%2026-03-312026-05-01

Sponsored

TSLA TESLA INC93.0K shares58.38%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS675.7K shares-1.71%2026-03-312026-05-01

CVIE MORGAN STANLEY ETF TRUST451.1K shares1.12%2026-03-312026-05-01

CAVA CAVA GROUP INC403.5K shares1268.79%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL66.8K shares-5.01%2026-03-312026-05-01

FUNDVANTAGE TR FUNDVANTAGE TR1.5M shares-30.28%2026-03-312026-05-01

EAGG ISHARES TR657.8K shares-1.63%2026-03-312026-05-01

IGF ISHARES TR452.1K shares-0.24%2026-03-312026-05-01

Sponsored

IWB ISHARES TR82.8K shares-8.37%2026-03-312026-05-01

GOVT ISHARES TR1.2M shares-1.03%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T142.8K shares6.50%2026-03-312026-05-01

IWM ISHARES TR96.4K shares-1.08%2026-03-312026-05-01

IBTG ISHARES TR1.0M shares556.37%2026-03-312026-05-01

XOM EXXON MOBIL CORP134.6K shares-14.75%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F160.1K shares1.18%2026-03-312026-05-01

BZH BEAZER HOMES USA INC1.1M sharesnew addition2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON86.4K shares-8.55%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS136.9K shares3.68%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS227.7K shares-4.53%2026-03-312026-05-01

IWR ISHARES TR201.0K shares-1.03%2026-03-312026-05-01

VOE VANGUARD INDEX FDS105.3K shares20.58%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO63.5K shares-33.79%2026-03-312026-05-01

GLD SPDR GOLD TR43.1K shares-20.37%2026-03-312026-05-01

IJJ ISHARES TR138.7K shares-0.93%2026-03-312026-05-01

Sponsored

IWP ISHARES TR138.4K shares-2.25%2026-03-312026-05-01

EIPI FIRST TR EXCHNG TRADED FD VI774.5K shares-6.27%2026-03-312026-05-01

IWD ISHARES TR78.0K shares-3.63%2026-03-312026-05-01

META META PLATFORMS INC28.9K shares-40.02%2026-03-312026-05-01

QUAL ISHARES TR83.3K shares-4.42%2026-03-312026-05-01

IWV ISHARES TR41.4K shares-15.32%2026-03-312026-05-01

IWO ISHARES TR48.7K shares-1.33%2026-03-312026-05-01

AGG ISHARES TR150.0K shares-8.75%2026-03-312026-05-01

Sponsored

IWN ISHARES TR75.9K shares-1.98%2026-03-312026-05-01

VOT VANGUARD INDEX FDS55.8K shares6.34%2026-03-312026-05-01

LLY ELI LILLY & CO15.5K shares21.07%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION14.2K shares-30.70%2026-03-312026-05-01

BROADCOM INC BROADCOM INC44.7K shares-28.26%2026-03-312026-05-01

HDV ISHARES TR100.7K shares2.33%2026-03-312026-05-01

KO COCA COLA CO177.1K shares-4.10%2026-03-312026-05-01

ITOT ISHARES TR94.1K shares-1.28%2026-03-312026-05-01

Sponsored

VIG VANGUARD SPECIALIZED FUNDS60.2K shares4.26%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR479.1K shares2.77%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST175.4K shares0.15%2026-03-312026-05-01

SUSB ISHARES TR492.5K shares-2.81%2026-03-312026-05-01

CVX CHEVRON CORPORATION59.1K shares-9.91%2026-03-312026-05-01

IVW ISHARES TR107.3K shares0.13%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR480.3K shares-4.05%2026-03-312026-05-01

QDF FLEXSHARES TR148.0K shares0.06%2026-03-312026-05-01

Sponsored

IQDF FLEXSHARES TR367.1K shares-0.01%2026-03-312026-05-01

WMT WALMART INC93.5K shares-16.46%2026-03-312026-05-01

ABBV ABBVIE INC52.5K shares-10.08%2026-03-312026-05-01

RKT ROCKET COS INC792.3K shares-0.39%2026-03-312026-05-01

DGRW WISDOMTREE TR123.2K shares0.76%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T220.7K shares-0.43%2026-03-312026-05-01

HTAB HARTFORD FDS EXCHANGE TRADED540.7K sharesnew addition2026-03-312026-05-01

PG PROCTER & GAMBLE CO70.4K shares-9.95%2026-03-312026-05-01

Sponsored

PM PHILIP MORRIS INTL INC60.9K shares2.63%2026-03-312026-05-01

SPYG SPDR SERIES TRUST102.6K shares7.18%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS40.4K shares2.62%2026-03-312026-05-01

ESGD ISHARES TR101.5K shares-14.48%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR331.0K shares-1.51%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC189.1K shares25.13%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS117.0K shares-3.49%2026-03-312026-05-01

Sponsored

SPMD SPDR SERIES TRUST151.1K shares-2.97%2026-03-312026-05-01

HD HOME DEPOT INC27.2K shares-22.49%2026-03-312026-05-01

VDC VANGUARD WORLD FD39.2K shares-1.06%2026-03-312026-05-01

CBNK CAPITAL BANCORP INC MD295.4K shares274.70%2026-03-312026-05-01

ESGU ISHARES TR61.4K shares-7.37%2026-03-312026-05-01

DFUV DIMENSIONAL ETF TRUST178.4K shares-7.42%2026-03-312026-05-01

HYMB SPDR SERIES TRUST346.1K shares-1.67%2026-03-312026-05-01

PGR PROGRESSIVE CORP42.6K shares-4.88%2026-03-312026-05-01

Sponsored

V VISA INC27.3K shares-24.44%2026-03-312026-05-01

VGK VANGUARD INTL EQUITY INDEX F98.8K shares1.47%2026-03-312026-05-01

SDY SPDR SERIES TRUST54.5K shares0.58%2026-03-312026-05-01

MA MASTERCARD INCORPORATED15.6K shares-19.52%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC25.0K shares1719.17%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 4011.9K shares0.26%2026-03-312026-05-01

BYRN BYRNA TECHNOLOGIES INC782.7K shares219.34%2026-03-312026-05-01

DFAX DIMENSIONAL ETF TRUST207.9K shares-0.26%2026-03-312026-05-01

Sponsored

MKC.V MCCORMICK & CO INC140.0K shares2128.90%2026-03-312026-05-01

LOW LOWES COS INC29.4K shares163.17%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC46.9K shares-10.77%2026-03-312026-05-01

CSCO CISCO SYS INC86.7K shares-3.97%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS8.7K shares168.46%2026-03-312026-05-01

CRM SALESFORCE INC35.8K shares-12.65%2026-03-312026-05-01

IVE ISHARES TR31.1K shares-1.25%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC53.5K shares-9.81%2026-03-312026-05-01

Sponsored

PEP PEPSICO INC40.5K shares-13.29%2026-03-312026-05-01

MCD MCDONALDS CORP20.1K shares-9.74%2026-03-312026-05-01

DTH WISDOMTREE TR114.3K shares-4.61%2026-03-312026-05-01

REET ISHARES TR240.8K shares13.24%2026-03-312026-05-01

GSLC GOLDMAN SACHS ETF TR48.1K shares0.42%2026-03-312026-05-01

ISTB ISHARES TR123.5K shares357.53%2026-03-312026-05-01

UTG REAVES UTIL INCOME FD151.9K shares5.24%2026-03-312026-05-01

NFLX NETFLIX INC.61.5K shares-34.93%2026-03-312026-05-01

Sponsored

GE AEROSPACE GE AEROSPACE20.5K shares-28.26%2026-03-312026-05-01

SBUX STARBUCKS CORP64.2K shares23.13%2026-03-312026-05-01

GLDM WORLD GOLD TR60.6K shares90.30%2026-03-312026-05-01

NBOS NEUBERGER BERMAN ETF TRUST207.9K shares-3.39%2026-03-312026-05-01

EIM EATON VANCE MUN BD FD568.1K shares-1.59%2026-03-312026-05-01

DIHP DIMENSIONAL ETF TRUST171.8K shares-7.70%2026-03-312026-05-01

TFI SPDR SERIES TRUST120.8K shares0.76%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF142.2K shares13.66%2026-03-312026-05-01

Sponsored

SCHM SCHWAB STRATEGIC TR172.6K shares0.65%2026-03-312026-05-01

ALPS ETF TR ALPS ETF TR98.2K shares26.92%2026-03-312026-05-01

SUB ISHARES TR48.1K shares-0.24%2026-03-312026-05-01

ESGE ISHARES INC111.1K shares-2.29%2026-03-312026-05-01

BAB INVESCO EXCH TRADED FD TR II180.5K shares-3.88%2026-03-312026-05-01

CMG CHIPOTLE MEXICAN GRILL INC151.7K shares1062.18%2026-03-312026-05-01

MGV VANGUARD WORLD FD33.5K shares-4.67%2026-03-312026-05-01

DCOR DIMENSIONAL ETF TRUST66.4K shares-0.00%2026-03-312026-05-01

Sponsored

MO ALTRIA GROUP INC72.3K shares-7.40%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW14.6K shares-15.48%2026-03-312026-05-01

GBDC GOLUB CAP BDC INC375.1K shares1896.78%2026-03-312026-05-01

CAT CATERPILLAR INC6.6K shares-17.74%2026-03-312026-05-01

RTX RTX CORPORATION24.2K shares-4.40%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP7.6K shares27.19%2026-03-312026-05-01

VGT VANGUARD WORLD FD6.3K shares10.38%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T95.2K shares0.00%2026-03-312026-05-01

Sponsored

AXP AMERICAN EXPRESS CO14.4K shares0.92%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST82.4K shares-7.39%2026-03-312026-05-01

UBSI UNITED BANKSHARES INC WEST V104.1K shares1045.71%2026-03-312026-05-01

BA BOEING CO21.5K shares-5.28%2026-03-312026-05-01

GEV GE VERNOVA INC4.9K shares-28.91%2026-03-312026-05-01

SHV ISHARES TR37.4K shares0.32%2026-03-312026-05-01

T AT&T INC140.6K shares-23.05%2026-03-312026-05-01

ABT ABBOTT LABORATORIES38.7K shares-18.42%2026-03-312026-05-01

Sponsored

SCHW SCHWAB CHARLES CORP42.1K shares-19.56%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR29.7K shares-13.76%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC11.6K shares-25.30%2026-03-312026-05-01

BAC BANK AMERICA CORP80.0K shares-41.48%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F67.6K shares155.38%2026-03-312026-05-01

EEM ISHARES TR65.9K shares27.94%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND8.1K shares6.15%2026-03-312026-05-01

MS MORGAN STANLEY22.6K shares-11.94%2026-03-312026-05-01

Sponsored

CPK CHESAPEAKE UTILS CORP29.4K shares-0.38%2026-03-312026-05-01

HYD VANECK ETF TRUST73.9K shares2.51%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR126.8K shares-7.19%2026-03-312026-05-01

DLN WISDOMTREE TR41.2K shares-0.03%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC10.3K shares-6.66%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC4.3K shares-51.28%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP12.9K shares-23.60%2026-03-312026-05-01

AMAT APPLIED MATLS INC10.5K shares-19.10%2026-03-312026-05-01

Sponsored

PFE PFIZER INC126.4K shares-8.63%2026-03-312026-05-01

DIS DISNEY WALT CO36.7K shares21.76%2026-03-312026-05-01

DFCF DIMENSIONAL ETF TRUST83.7K shares28.90%2026-03-312026-05-01

SOXX ISHARES TR10.7K shares11.24%2026-03-312026-05-01

QCLN FIRST TR EXCHANGE-TRADED FD74.9K shares-0.98%2026-03-312026-05-01

ORCL ORACLE CORP23.6K shares-45.66%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC12.5K shares-28.09%2026-03-312026-05-01

HON HONEYWELL INTL INC14.9K shares-18.29%2026-03-312026-05-01

Sponsored

VOOG VANGUARD ADMIRAL FDS INC8.1K shares-0.94%2026-03-312026-05-01

VPU VANGUARD WORLD FD16.6K shares-0.14%2026-03-312026-05-01

DSI ISHARES TR26.8K shares-5.28%2026-03-312026-05-01

AMGN AMGEN INC9.2K shares-21.47%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC27.8K shares-3.18%2026-03-312026-05-01

BIL SPDR SERIES TRUST34.7K shares-19.72%2026-03-312026-05-01

MGK VANGUARD WORLD FD8.6K shares-4.75%2026-03-312026-05-01

HQY HEALTHEQUITY INC38.0K shares-0.95%2026-03-312026-05-01

Sponsored

WFC WELLS FARGO & CO39.4K shares-25.64%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC15.3K shares-27.65%2026-03-312026-05-01

SCHI SCHWAB STRATEGIC TR136.9K shares0.50%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR50.6K shares5.58%2026-03-312026-05-01

LRGF ISHARES TR46.9K shares-2.03%2026-03-312026-05-01

UNP UNION PAC CORP12.6K shares-18.04%2026-03-312026-05-01

DVY ISHARES TR20.1K shares2.18%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR61.7K shares-1.00%2026-03-312026-05-01

Sponsored

DFAS DIMENSIONAL ETF TRUST42.7K shares-2.50%2026-03-312026-05-01

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO57.3K shares-2.82%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP14.0K shares-26.71%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO13.8K shares-4.08%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP4.4K shares-19.46%2026-03-312026-05-01

SPDR SERIES TRUST SPDR SERIES TRUST31.0K shares-7.32%2026-03-312026-05-01

EFG ISHARES TR26.4K shares-1.68%2026-03-312026-05-01

PDBC INVESCO ACTVELY MNGD ETC FD168.7K shares4.78%2026-03-312026-05-01

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IBTH ISHARES TR129.5K shares4.25%2026-03-312026-05-01

OUSM ALPS ETF TR64.6K shares0.00%2026-03-312026-05-01

DUHP DIMENSIONAL ETF TRUST75.9K shares-19.74%2026-03-312026-05-01

SYK STRYKER CORPORATION8.5K shares-15.18%2026-03-312026-05-01

CSX CSX CORP67.2K shares67.48%2026-03-312026-05-01

WDIV SPDR INDEX SHS FDS35.6K shares0.00%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F54.2K shares-8.47%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC17.1K shares-14.22%2026-03-312026-05-01

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ISHARES GOLD TR ISHARES GOLD TR30.8K shares-7.07%2026-03-312026-05-01

CART MAPLEBEAR INC72.4K shares1.31%2026-03-312026-05-01

ISHG ISHARES TR36.5K shares12.14%2026-03-312026-05-01

SPYD SPDR SERIES TRUST58.4K shares0.00%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR94.6K shares-5.23%2026-03-312026-05-01

DGRO ISHARES TR37.3K shares2.30%2026-03-312026-05-01

IWS ISHARES TR17.7K shares-7.31%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR17.6K shares-2.04%2026-03-312026-05-01

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MEC MAYVILLE ENGR CO INC141.6K shares48.41%2026-03-312026-05-01

IGV ISHARES TR31.2K shares136.44%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.0K shares-28.60%2026-03-312026-05-01

DFSI DIMENSIONAL ETF TRUST58.4K shares-1.66%2026-03-312026-05-01

IYW ISHARES TR13.6K shares-13.98%2026-03-312026-05-01

JSCP J P MORGAN EXCHANGE TRADED F51.8K shares-4.48%2026-03-312026-05-01

FAST FASTENAL CO52.7K shares-24.78%2026-03-312026-05-01

NEE NEXTERA ENERGY INC26.3K shares-28.15%2026-03-312026-05-01

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INTC INTEL CORP54.4K shares-25.26%2026-03-312026-05-01

VONE VANGUARD SCOTTSDALE FDS8.1K shares39.81%2026-03-312026-05-01

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC21.5K shares-10.10%2026-03-312026-05-01

OEF ISHARES TR7.5K shares69.39%2026-03-312026-05-01

OKE ONEOK INC NEW26.4K shares-9.30%2026-03-312026-05-01

GBTC GRAYSCALE BITCOIN TRUST ETF44.8K shares5.56%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP12.9K shares-28.59%2026-03-312026-05-01

JQUA J P MORGAN EXCHANGE TRADED F38.3K shares-3.76%2026-03-312026-05-01

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SMH VANECK ETF TRUST6.1K shares10.37%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II33.5K shares-13.22%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC6.9K shares-36.08%2026-03-312026-05-01

EFV ISHARES TR31.3K shares6.46%2026-03-312026-05-01

IJK ISHARES TR23.1K shares-0.11%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC2.4K shares-22.48%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS20.7K shares8.40%2026-03-312026-05-01

FSTR FOSTER L B CO80.9K shares17.39%2026-03-312026-05-01

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BMY BRISTOL-MYERS SQUIBB CO37.2K shares-8.49%2026-03-312026-05-01

BOXX EA SERIES TRUST19.4K shares7.23%2026-03-312026-05-01

HRL HORMEL FOODS CORP98.3K shares-0.97%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC6.1K shares63.17%2026-03-312026-05-01

DON WISDOMTREE TR41.3K shares0.81%2026-03-312026-05-01

AUB ATLANTIC UN BANKSHARES CORP60.6K shares932.65%2026-03-312026-05-01

RDIV INVESCO EXCH TRADED FD TR II38.8K shares0.00%2026-03-312026-05-01

FNDB SCHWAB STRATEGIC TR79.3K shares0.70%2026-03-312026-05-01

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QCOM QUALCOMM INC16.3K shares6.15%2026-03-312026-05-01

IQLT ISHARES TR45.3K shares-6.56%2026-03-312026-05-01

SHOP SHOPIFY INC17.6K shares-13.44%2026-03-312026-05-01

LINDE PLC LINDE PLC4.2K shares-15.15%2026-03-312026-05-01

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES26.9K sharesnew addition2026-03-312026-05-01

GBIL GOLDMAN SACHS ETF TR20.3K shares-15.20%2026-03-312026-05-01

GALT GALECTIN THERAPEUTICS INC721.8K shares19.90%2026-03-312026-05-01

TJX TJX COS INC NEW12.5K shares-50.24%2026-03-312026-05-01

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SHEL SHELL PLC21.3K shares-3.32%2026-03-312026-05-01

ATRO ASTRONICS CORP29.4K shares0.00%2026-03-312026-05-01

JSMD JANUS DETROIT STR TR24.7K shares0.00%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC15.0K shares-16.69%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC3.9K shares-35.58%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP16.2K shares-20.17%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC9.2K shares-25.78%2026-03-312026-05-01

IDXX IDEXX LABS INC3.4K shares-30.14%2026-03-312026-05-01

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IJS ISHARES TR16.0K shares-0.94%2026-03-312026-05-01

MMS MAXIMUS INC29.3K shares-0.31%2026-03-312026-05-01

VONV VANGUARD SCOTTSDALE FDS19.9K shares6.12%2026-03-312026-05-01

MMM 3M CO12.8K shares-9.02%2026-03-312026-05-01

ATO ATMOS ENERGY CORP9.9K shares-4.76%2026-03-312026-05-01

DFSD DIMENSIONAL ETF TRUST37.8K shares8.37%2026-03-312026-05-01

DVYE ISHARES INC51.7K shares0.00%2026-03-312026-05-01

DEHP DIMENSIONAL ETF TRUST52.3K shares-17.06%2026-03-312026-05-01

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ITA ISHARES TR8.0K shares12.51%2026-03-312026-05-01

MDYV SPDR SERIES TRUST20.5K shares-11.72%2026-03-312026-05-01

SLV ISHARES SILVER TR25.4K shares71.74%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L45.5K shares18.65%2026-03-312026-05-01

GDX VANECK ETF TRUST18.7K shares-52.35%2026-03-312026-05-01

VIS VANGUARD WORLD FD5.5K shares470.50%2026-03-312026-05-01

CMCSA COMCAST CORP NEW58.8K shares-20.06%2026-03-312026-05-01

TIP ISHARES TR15.2K shares32.29%2026-03-312026-05-01

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WM WASTE MGMT INC DEL7.3K shares-12.41%2026-03-312026-05-01

VSEC VSE CORP8.9K shares0.01%2026-03-312026-05-01

SHYD VANECK ETF TRUST72.6K shares2.27%2026-03-312026-05-01

SPYV SPDR SERIES TRUST28.6K shares-34.61%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP5.6K shares0.30%2026-03-312026-05-01

TILT FLEXSHARES TR6.6K shares0.00%2026-03-312026-05-01

NYF ISHARES TR29.9K shares107.24%2026-03-312026-05-01

CHH CHOICE HOTELS INTL INC15.2K shares-1.16%2026-03-312026-05-01

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WMB WILLIAMS COS INC21.5K shares-19.83%2026-03-312026-05-01

SHY ISHARES TR18.8K shares2.06%2026-03-312026-05-01

TMUS T-MOBILE US INC7.3K shares-27.80%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN7.6K shares-29.28%2026-03-312026-05-01

IJT ISHARES TR10.6K shares-4.92%2026-03-312026-05-01

ECL ECOLAB INC5.8K shares-9.64%2026-03-312026-05-01

JPC NUVEEN PFD & INCOME OPPORTUN202.7K shares0.23%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO4.8K shares-49.99%2026-03-312026-05-01

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MPC MARATHON PETE CORP6.2K shares-25.83%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.9K shares-17.73%2026-03-312026-05-01

SGOV ISHARES TR15.0K shares63.85%2026-03-312026-05-01

GLW CORNING INC11.1K shares-17.88%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC13.0K shares-41.70%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR60.9K shares1.99%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC15.9K shares10.69%2026-03-312026-05-01

FDX FEDEX CORP4.1K shares-31.55%2026-03-312026-05-01

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SCHV SCHWAB STRATEGIC TR48.2K shares6.18%2026-03-312026-05-01

DOV DOVER CORP7.0K shares-24.77%2026-03-312026-05-01

PWR QUANTA SVCS INC2.6K shares-16.85%2026-03-312026-05-01

GBTG GLOBAL BUSINESS TRAVEL GROUP258.6K shares-0.05%2026-03-312026-05-01

CB CHUBB LTD SWITZ4.3K shares-34.73%2026-03-312026-05-01

VLO VALERO ENERGY CORP5.7K shares-30.28%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC11.4K shares-44.43%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC24.2K shares8.46%2026-03-312026-05-01

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XLY SELECT SECTOR SPDR TR12.7K shares19.75%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC4.7K shares-7.27%2026-03-312026-05-01

O REALTY INCOME CORP22.5K shares-0.28%2026-03-312026-05-01

USB US BANCORP26.5K shares-38.20%2026-03-312026-05-01

PSX PHILLIPS 667.5K shares-28.94%2026-03-312026-05-01

ADI ANALOG DEVICES INC4.3K shares-37.75%2026-03-312026-05-01

VOOV VANGUARD ADMIRAL FDS INC6.7K shares44.23%2026-03-312026-05-01

PMBS PIMCO ETF TR27.2K shares-58.22%2026-03-312026-05-01

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BOTZ GLOBAL X FDS40.5K shares13.51%2026-03-312026-05-01

CMF ISHARES TR23.3K shares0.01%2026-03-312026-05-01

IEV ISHARES TR19.4K shares4.35%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC11.6K shares-17.92%2026-03-312026-05-01

SIF SIFCO INDS INC98.0K shares63.34%2026-03-312026-05-01

JMSB JOHN MARSHALL BANCORP INC64.1K sharesnew addition2026-03-312026-05-01

PAYX PAYCHEX INC14.0K shares1.76%2026-03-312026-05-01

EXC EXELON CORP26.3K shares-33.89%2026-03-312026-05-01

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ITW ILLINOIS TOOL WKS INC4.9K shares-26.95%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.0K shares-5.25%2026-03-312026-05-01

SNOW SNOWFLAKE INC8.4K shares-11.45%2026-03-312026-05-01

SO SOUTHERN CO13.1K shares-47.28%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC3.2K shares-9.63%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS15.1K shares6.80%2026-03-312026-05-01

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN59.1K shares10.18%2026-03-312026-05-01

MTD METTLER TOLEDO INTERNATIONAL990 shares-37.70%2026-03-312026-05-01

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.5K shares7.65%2026-03-312026-05-01

EMR EMERSON ELEC CO9.2K shares-34.34%2026-03-312026-05-01

TXN TEXAS INSTRS INC6.2K shares-36.62%2026-03-312026-05-01

RL RALPH LAUREN CORP3.5K shares-31.10%2026-03-312026-05-01

CVS CVS HEALTH CORP16.6K shares-29.48%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC2.9K shares-30.02%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP1.3K shares-24.21%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS24.4K shares1.44%2026-03-312026-05-01

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ALL ALLSTATE CORP5.6K shares-22.18%2026-03-312026-05-01

SPSB SPDR SERIES TRUST38.6K shares0.00%2026-03-312026-05-01

GDLC GRAYSCALE COINDESK CRYPTO37.2K shares243.84%2026-03-312026-05-01

VHT VANGUARD WORLD FD4.2K shares-0.59%2026-03-312026-05-01

INFL LISTED FDS TR22.1K shares-44.15%2026-03-312026-05-01

DHR DANAHER CORP DEL6.0K shares-35.55%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO13.4K shares-18.63%2026-03-312026-05-01

AFL AFLAC INC10.3K shares-29.37%2026-03-312026-05-01

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ASML ASML HLDG NV853 shares-34.89%2026-03-312026-05-01

ADX ADAMS DIVERSIFIED EQUITY FD51.2K sharesnew addition2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC15.5K shares-10.72%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR6.9K shares-7.06%2026-03-312026-05-01

AGNC AGNC INVT CORP110.9K shares6.32%2026-03-312026-05-01

ADBE ADOBE INC4.5K shares-45.05%2026-03-312026-05-01

NFG NATIONAL FUEL GAS CO11.7K shares-3.19%2026-03-312026-05-01

IBB ISHARES TR6.5K shares7.42%2026-03-312026-05-01

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HSIC SCHEIN HENRY INC14.8K shares-6.02%2026-03-312026-05-01

BE BLOOM ENERGY CORP8.0K shares50.40%2026-03-312026-05-01

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DE DEERE & CO1.9K shares-39.38%2026-03-312026-05-01

BKLC BNY MELLON ETF TRUST8.6K shares0.30%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR23.3K shares4.89%2026-03-312026-05-01

MDYG SPDR SERIES TRUST11.1K shares-12.07%2026-03-312026-05-01

SUSA ISHARES TR8.1K shares12.19%2026-03-312026-05-01

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AIQ GLOBAL X FDS22.7K shares0.85%2026-03-312026-05-01

TFC TRUIST FINL CORP23.1K shares-28.70%2026-03-312026-05-01

VDE VANGUARD WORLD FD6.0K shares13.15%2026-03-312026-05-01

ESGV VANGUARD WORLD FD9.3K shares3.78%2026-03-312026-05-01

CMI CUMMINS INC1.9K shares-1.54%2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR21.0K shares18.93%2026-03-312026-05-01

MTB M & T BK CORP5.0K shares16.95%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR43.5K shares-46.75%2026-03-312026-05-01

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HSY HERSHEY CO4.9K shares-12.81%2026-03-312026-05-01

BCI ABRDN ETFS41.4K shares68.46%2026-03-312026-05-01

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NKE NIKE INC18.4K shares-20.76%2026-03-312026-05-01

DFAR DIMENSIONAL ETF TRUST40.5K shares1.52%2026-03-312026-05-01

JGRO J P MORGAN EXCHANGE TRADED F11.3K shares7.44%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC5.8K shares-22.29%2026-03-312026-05-01

PAVE GLOBAL X FDS18.7K shares-30.30%2026-03-312026-05-01

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ITM VANECK ETF TRUST20.2K shares30.41%2026-03-312026-05-01

DOW DOW HLDGS INC22.2K shares-8.91%2026-03-312026-05-01

PTY PIMCO CORPORATE & INCOME OPP76.6K shares0.24%2026-03-312026-05-01

NVS NOVARTIS AG6.0K shares-3.53%2026-03-312026-05-01

PSA PUBLIC STORAGE OPER CO3.4K shares-12.30%2026-03-312026-05-01

URI UNITED RENTALS INC1.3K shares-24.54%2026-03-312026-05-01

BDX BECTON DICKINSON & CO5.8K shares-8.20%2026-03-312026-05-01

WELL WELLTOWER INC4.6K shares-14.54%2026-03-312026-05-01

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ZBH ZIMMER BIOMET HOLDINGS INC10.1K shares-7.34%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST26.3K shares-0.31%2026-03-312026-05-01

ZTS ZOETIS INC7.7K shares1.18%2026-03-312026-05-01

EFAV ISHARES TR9.8K shares0.00%2026-03-312026-05-01

EQWL INVESCO EXCHANGE TRADED FD T7.7K sharesnew addition2026-03-312026-05-01

RWJ INVESCO EXCH TRADED FD TR II17.6K shares0.32%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC4.9K shares-17.34%2026-03-312026-05-01

ACWX ISHARES TR12.8K shares0.00%2026-03-312026-05-01

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CX CEMEX SA EURO MTN BE 144A76.5K shares-15.09%2026-03-312026-05-01

FCX FREEPORT MCMORAN INC14.9K shares-12.64%2026-03-312026-05-01

HYT BLACKROCK CORPOR HI YLD FD I102.2K sharesnew addition2026-03-312026-05-01

WPC WP CAREY INC12.8K shares5.74%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC31.4K shares-48.56%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC9.9K shares-13.93%2026-03-312026-05-01

AGX ARGAN INC1.6K sharesnew addition2026-03-312026-05-01

EL LAUDER ESTEE COS INC11.9K shares-11.89%2026-03-312026-05-01

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CPRX CATALYST PHARMACEUTICALS INC34.4K shares-7.54%2026-03-312026-05-01

DISV DIMENSIONAL ETF TRUST21.5K shares0.00%2026-03-312026-05-01

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COP CONOCOPHILLIPS6.4K shares-40.13%2026-03-312026-05-01

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GAB GABELLI EQUITY TR INC147.1K sharesnew addition2026-03-312026-05-01

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TLT ISHARES TR9.5K shares0.89%2026-03-312026-05-01

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JCPB J P MORGAN EXCHANGE TRADED F16.8K shares-1.15%2026-03-312026-05-01

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YUM YUM BRANDS INC5.0K shares-12.46%2026-03-312026-05-01

KTOS KRATOS DEFENSE & SEC SOLUTIO11.0K shares11.25%2026-03-312026-05-01

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XLP SELECT SECTOR SPDR TR9.4K shares11.32%2026-03-312026-05-01

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VPLS VANGUARD MALVERN FDS9.9K sharesnew addition2026-03-312026-05-01

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MCK MCKESSON CORP883 shares-52.24%2026-03-312026-05-01

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ASTRAZENECA PLC ASTRAZENECA PLC3.9K sharesnew addition2026-03-312026-05-01

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INTU INTUIT1.7K shares-61.36%2026-03-312026-05-01

AMP AMERIPRISE FINL INC1.7K shares-36.07%2026-03-312026-05-01

STRL STERLING INFRASTRUCTURE INC1.8K sharesnew addition2026-03-312026-05-01

ETHA ISHARES ETHEREUM TR47.0K shares-0.01%2026-03-312026-05-01

MLPX GLOBAL X FDS10.0K shares0.00%2026-03-312026-05-01

ELAN ELANCO ANIMAL HEALTH INC30.8K sharesnew addition2026-03-312026-05-01

Sponsored

CTAS CINTAS CORP4.4K shares-28.31%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F5.1K shares29.99%2026-03-312026-05-01

IBTI ISHARES TR32.7K shares102.10%2026-03-312026-05-01

TQQQ PROSHARES TR17.4K shares-16.39%2026-03-312026-05-01

DFSU DIMENSIONAL ETF TRUST17.6K shares0.00%2026-03-312026-05-01

ETR ENTERGY CORP NEW6.4K shares-32.19%2026-03-312026-05-01

TDG TRANSDIGM GROUP INC623 shares119.37%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.5K shares44.68%2026-03-312026-05-01

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI1.5K shares-23.32%2026-03-312026-05-01

AUTHID INC AUTHID INC553.6K shares2.00%2026-03-312026-05-01

SCZ ISHARES TR9.2K shares0.00%2026-03-312026-05-01

URTH ISHARES INC4.0K shares1.10%2026-03-312026-05-01

GWX SPDR INDEX SHS FDS16.9K shares0.00%2026-03-312026-05-01

ABNB AIRBNB INC5.6K shares19.53%2026-03-312026-05-01

BBH TR BBH TR46.8K shares0.00%2026-03-312026-05-01

MET METLIFE INC9.9K shares-24.63%2026-03-312026-05-01

Sponsored

ACWV ISHARES INC5.8K shares-4.69%2026-03-312026-05-01

GIS GENERAL MILLS INC18.5K shares10.81%2026-03-312026-05-01

DFIC DIMENSIONAL ETF TRUST19.3K shares-48.70%2026-03-312026-05-01

VIOO VANGUARD ADMIRAL FDS INC6.0K shares-13.45%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC6.9K shares-8.67%2026-03-312026-05-01

DDS DILLARDS INC1.2K shares-0.84%2026-03-312026-05-01

IWY ISHARES TR2.7K shares28.55%2026-03-312026-05-01

WTRG ESSENTIAL UTILS INC16.5K shares-15.04%2026-03-312026-05-01

Sponsored

LNT ALLIANT ENERGY CORP9.2K shares-6.31%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP6.8K shares-18.92%2026-03-312026-05-01

LDRX RBB FD INC21.4K shares0.00%2026-03-312026-05-01

SPHD INVESCO EXCH TRADED FD TR II13.2K shares-2.61%2026-03-312026-05-01

IVV

ISHARES TR

0.23%

Shares2.7M

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

7.22%

Shares14.6M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-2.32%

Shares1.1M

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

0.87%

Shares7.7M

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

7.68%

Shares6.3M

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

-1.66%

Shares13.3M

Event2026-03-31

Filed2026-05-01

AON PLC

259.68%

Shares984.1K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-2.49%

Shares963.0K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

12.02%

Shares12.2M

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

12.91%

Shares677.3K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

-0.24%

Shares7.5M

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-1.29%

Shares441.1K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

3.96%

Shares4.9M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

48.13%

Shares807.8K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

2.05%

Shares1.9M

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD MALVERN FDS

6.31%

Shares4.5M

Event2026-03-31

Filed2026-05-01

IUSB

ISHARES TR

2.37%

Shares4.7M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

2.73%

Shares618.5K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

-1.38%

Shares823.5K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-13.17%

Shares512.8K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

-0.45%

Shares1.7M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.74%

Shares401.5K

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

3.96%

Shares1.3M

Event2026-03-31

Filed2026-05-01

CME

CME GROUP INC

39.44%

Shares316.1K

Event2026-03-31

Filed2026-05-01

TFLO

ISHARES TR

3.97%

Shares1.8M

Event2026-03-31

Filed2026-05-01

EMLP

FIRST TR EXCHANGE-TRADED FD

-5.37%

Shares2.0M

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-16.10%

Shares237.7K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL ETF TRUST

-4.63%

Shares2.4M

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL ETF TRUST

-2.75%

Shares2.0M

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-24.78%

Shares265.0K

Event2026-03-31

Filed2026-05-01

DFGR

DIMENSIONAL ETF TRUST

0.46%

Shares2.8M

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-6.00%

Shares125.6K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

0.23%

Shares2.8M

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

5.04%

Shares835.4K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

-2.73%

Shares788.5K

Event2026-03-31

Filed2026-05-01

HYDB

ISHARES TR

6.11%

Shares1.5M

Event2026-03-31

Filed2026-05-01

VBK

VANGUARD INDEX FDS

0.31%

Shares204.1K

Event2026-03-31

Filed2026-05-01

CVLC

MORGAN STANLEY ETF TRUST

1.25%

Shares769.4K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

-2.02%

Shares751.5K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

1.34%

Shares292.9K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-19.74%

Shares317.4K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

3.05%

Shares749.7K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

-15.87%

Shares512.5K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

1.41%

Shares555.3K

Event2026-03-31

Filed2026-05-01

NOBL

PROSHARES TR

-2.32%

Shares464.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-13.75%

Shares219.4K

Event2026-03-31

Filed2026-05-01

PVAL

PUTNAM ETF TRUST

17.45%

Shares975.1K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

3.69%

Shares205.3K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

24.65%

Shares1.3M

Event2026-03-31

Filed2026-05-01

SMMD

ISHARES TR

6.45%

Shares540.3K

Event2026-03-31

Filed2026-05-01

USFR

WISDOMTREE TR

-31.01%

Shares809.8K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

-8.80%

Shares94.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-16.48%

Shares134.9K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

2.41%

Shares477.0K

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND

110.93%

Shares190.7K

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

-1.30%

Shares814.3K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

58.38%

Shares93.0K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

-1.71%

Shares675.7K

Event2026-03-31

Filed2026-05-01

CVIE

MORGAN STANLEY ETF TRUST

1.12%

Shares451.1K

Event2026-03-31

Filed2026-05-01

CAVA

CAVA GROUP INC

1268.79%

Shares403.5K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-5.01%

Shares66.8K

Event2026-03-31

Filed2026-05-01

FUNDVANTAGE TR

-30.28%

Shares1.5M

Event2026-03-31

Filed2026-05-01

EAGG

ISHARES TR

-1.63%

Shares657.8K

Event2026-03-31

Filed2026-05-01

IGF

ISHARES TR

-0.24%

Shares452.1K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

-8.37%

Shares82.8K

Event2026-03-31

Filed2026-05-01

GOVT

ISHARES TR

-1.03%

Shares1.2M

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

6.50%

Shares142.8K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

-1.08%

Shares96.4K

Event2026-03-31

Filed2026-05-01

IBTG

ISHARES TR

556.37%

Shares1.0M

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-14.75%

Shares134.6K

Event2026-03-31

Filed2026-05-01

VANGUARD INTL EQUITY INDEX F

1.18%

Shares160.1K

Event2026-03-31

Filed2026-05-01

BZH

BEAZER HOMES USA INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-8.55%

Shares86.4K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

3.68%

Shares136.9K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

-4.53%

Shares227.7K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

-1.03%

Shares201.0K

Event2026-03-31

Filed2026-05-01

VOE

VANGUARD INDEX FDS

20.58%

Shares105.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-33.79%

Shares63.5K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

-20.37%

Shares43.1K

Event2026-03-31

Filed2026-05-01

IJJ

ISHARES TR

-0.93%

Shares138.7K

Event2026-03-31

Filed2026-05-01

IWP

ISHARES TR

-2.25%

Shares138.4K

Event2026-03-31

Filed2026-05-01

EIPI

FIRST TR EXCHNG TRADED FD VI

-6.27%

Shares774.5K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

-3.63%

Shares78.0K

Event2026-03-31

Filed2026-05-01