Sponsored

The Analysis of Well Done, LLC's Holdings & P&L

Currently, Well Done, LLC holds 197 types of securities in its portfolio with a total value $680.8M. In the most recent quarter, they have increased their positions in BOXX (+94.1K shares, valued at $10.9M), N/A (+284.9K shares, valued at $7.9M), IEZ (+271.7K shares, valued at $7.9M); decreased their positions in USMV (-16.1K shares, valued at $1.5M), QUAL (-7.4K shares, valued at $1.4M), AAPL (-4.9K shares, valued at $1.2M); initiated new positions in N/A (+284.9K shares, valued at $7.9M), IEZ (+271.7K shares, valued at $7.9M), RING (+83.1K shares, valued at $6.6M).

1M P&L

+20.4M+3.16%

3M P&L

+12.3M+1.88%

HY P&L

+50.2M+8.15%

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/A542.6M

87.9%

2Drug Manufacturers - General13.6M

2.2%

3Auto Parts7.8M

1.3%

Top Industries by Stock Count

1N/A126 stocks

68.9%

2Drug Manufacturers - General4 stocks

2.2%

3Banks - Regional4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL112 shares0.00%2026-03-312026-04-14

IVV ISHARES TR122.4K shares3.60%2026-03-312026-04-14

AVLC AMERICAN CENTY ETF TR339.4K shares14.10%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL50.7K shares-0.30%2026-03-312026-04-14

IJH ISHARES TR359.5K shares2.85%2026-03-312026-04-14

USMV ISHARES TR228.2K shares-6.58%2026-03-312026-04-14

VTV VANGUARD INDEX FDS91.3K shares0.34%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST468.3K shares9.23%2026-03-312026-04-14

Sponsored

QUAL ISHARES TR82.5K shares-8.19%2026-03-312026-04-14

DGRO ISHARES TR220.2K shares-2.04%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST380.4K shares18.81%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR167.8K shares1.25%2026-03-312026-04-14

BOXX EA SERIES TRUST121.5K shares342.71%2026-03-312026-04-14

MTUM ISHARES TR51.1K shares-3.23%2026-03-312026-04-14

ABBV ABBVIE INC48.2K shares-1.89%2026-03-312026-04-14

ITA ISHARES TR40.5K shares3.73%2026-03-312026-04-14

Sponsored

ITOT ISHARES TR62.0K shares1.94%2026-03-312026-04-14

IAI ISHARES TR49.7K shares6.10%2026-03-312026-04-14

QVAL EA SERIES TRUST152.5K shares19.01%2026-03-312026-04-14

EA SERIES TRUST EA SERIES TRUST284.9K sharesnew addition2026-03-312026-04-14

IEZ ISHARES TR271.7K sharesnew addition2026-03-312026-04-14

GNTX GENTEX CORP357.7K shares-11.81%2026-03-312026-04-14

IYJ ISHARES TR52.7K shares5.76%2026-03-312026-04-14

IDHQ INVESCO EXCH TRADED FD TR II214.4K shares21.45%2026-03-312026-04-14

Sponsored

SHY ISHARES TR88.2K shares42.94%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T11.1K shares-2.42%2026-03-312026-04-14

SOXX ISHARES TR21.5K shares1887.90%2026-03-312026-04-14

EFAV ISHARES TR75.7K shares-3.22%2026-03-312026-04-14

SPHQ INVESCO EXCHANGE TRADED FD T88.7K shares-2.27%2026-03-312026-04-14

RING ISHARES INC83.1K sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.9K shares-12.81%2026-03-312026-04-14

AAPL APPLE INC22.3K shares-17.94%2026-03-312026-04-14

Sponsored

VLUE ISHARES TR39.5K shares1.29%2026-03-312026-04-14

DFAS DIMENSIONAL ETF TRUST72.4K shares18.35%2026-03-312026-04-14

EEMV ISHARES INC78.3K shares-2.08%2026-03-312026-04-14

ABT ABBOTT LABORATORIES44.8K shares-0.30%2026-03-312026-04-14

ACWI ISHARES TR31.7K shares-0.73%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS7.0K shares-4.51%2026-03-312026-04-14

AMZN AMAZON COM INC19.4K shares-0.91%2026-03-312026-04-14

SOFI SOFI TECHNOLOGIES INC252.1K shares-0.27%2026-03-312026-04-14

Sponsored

ESGV VANGUARD WORLD FD32.2K shares-0.21%2026-03-312026-04-14

IJR ISHARES TR28.5K shares5.74%2026-03-312026-04-14

MSFT MICROSOFT CORP9.6K shares-4.97%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO11.1K shares-1.64%2026-03-312026-04-14

SLV ISHARES SILVER TR47.5K shares-14.23%2026-03-312026-04-14

TAXE T ROWE PRICE ETF INC56.9K shares0.00%2026-03-312026-04-14

AVLV AMERICAN CENTY ETF TR34.3K shares0.00%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F18.4K shares215.44%2026-03-312026-04-14

Sponsored

JNJ JOHNSON & JOHNSON9.9K shares-10.33%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO27.8K shares-1.12%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC7.0K shares-1.12%2026-03-312026-04-14

IQLT ISHARES TR49.4K shares-0.68%2026-03-312026-04-14

DON WISDOMTREE TR41.7K shares-0.77%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR3.5K shares2.65%2026-03-312026-04-14

IEFA ISHARES TR22.2K shares34.36%2026-03-312026-04-14

PG PROCTER & GAMBLE CO13.4K shares-1.94%2026-03-312026-04-14

Sponsored

DNL WISDOMTREE TR45.1K shares0.10%2026-03-312026-04-14

VOE VANGUARD INDEX FDS9.8K shares0.66%2026-03-312026-04-14

EFA ISHARES TR18.2K shares11.83%2026-03-312026-04-14

IWR ISHARES TR17.7K shares8.33%2026-03-312026-04-14

CZA INVESCO EXCHANGE TRADED FD T15.5K shares-0.06%2026-03-312026-04-14

CAT CATERPILLAR INC2.3K shares-13.91%2026-03-312026-04-14

BITB BITWISE BITCOIN ETF TR43.6K shares42.16%2026-03-312026-04-14

AIVL WISDOMTREE TR13.3K shares1.62%2026-03-312026-04-14

Sponsored

SYK STRYKER CORPORATION4.5K shares-6.31%2026-03-312026-04-14

IEMG ISHARES INC21.0K shares31.11%2026-03-312026-04-14

IWV ISHARES TR3.9K shares0.00%2026-03-312026-04-14

AIRR FIRST TR EXCHANGE TRADED FD13.2K shares0.00%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS6.4K shares-0.33%2026-03-312026-04-14

IWM ISHARES TR5.5K shares5.72%2026-03-312026-04-14

XOM EXXON MOBIL CORP7.7K shares-4.21%2026-03-312026-04-14

GLD SPDR GOLD TR2.9K shares37.02%2026-03-312026-04-14

Sponsored

DIA STATE STR SPDR DOW JONES IND2.6K shares0.97%2026-03-312026-04-14

DGRW WISDOMTREE TR13.3K shares-0.87%2026-03-312026-04-14

AGG ISHARES TR11.6K sharesnew addition2026-03-312026-04-14

RPV INVESCO EXCHANGE TRADED FD T10.5K shares-1.75%2026-03-312026-04-14

WMT WALMART INC9.0K shares-9.88%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.8K shares-16.72%2026-03-312026-04-14

MGK VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-14

VSGX VANGUARD WORLD FD14.6K shares-0.92%2026-03-312026-04-14

Sponsored

MCD MCDONALDS CORP3.3K shares-1.10%2026-03-312026-04-14

DE DEERE & CO1.8K shares-3.60%2026-03-312026-04-14

FLOT ISHARES TR20.1K shares26.53%2026-03-312026-04-14

FXR FIRST TR EXCHANGE-TRADED FD12.1K shares0.00%2026-03-312026-04-14

GQGU ADVISORS INNER CIRCLE FD III36.4K sharesnew addition2026-03-312026-04-14

DLN WISDOMTREE TR10.1K shares0.00%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC2.5K shares-0.76%2026-03-312026-04-14

SFLR INNOVATOR ETFS TRUST24.0K shares89.31%2026-03-312026-04-14

Sponsored

V VISA INC2.8K shares-6.14%2026-03-312026-04-14

QQQM INVESCO EXCH TRADED FD TR II3.5K shares-12.75%2026-03-312026-04-14

ACWV ISHARES INC6.9K shares8.17%2026-03-312026-04-14

SCHV SCHWAB STRATEGIC TR26.3K shares0.00%2026-03-312026-04-14

ESG FLEXSHARES TR5.2K shares0.00%2026-03-312026-04-14

SUSA ISHARES TR5.9K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC2.7K shares-7.83%2026-03-312026-04-14

ESML ISHARES TR16.3K shares13.35%2026-03-312026-04-14

Sponsored

IVAL EA SERIES TRUST22.2K shares34.33%2026-03-312026-04-14

FTC FIRST TR EXCHANGE-TRADED ALP4.9K shares0.00%2026-03-312026-04-14

HBAN HUNTINGTON BANCSHARES INC47.6K shares-0.30%2026-03-312026-04-14

ESGG FLEXSHARES TR3.6K shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION697 shares-0.71%2026-03-312026-04-14

HD HOME DEPOT INC2.1K shares-16.01%2026-03-312026-04-14

ARKB ARK 21SHARES BITCOIN ETF30.5K shares0.00%2026-03-312026-04-14

XMLV INVESCO EXCH TRADED FD TR II10.7K shares-0.64%2026-03-312026-04-14

Sponsored

WTFC WINTRUST FINL CORP4.7K shares-4.27%2026-03-312026-04-14

SVAL ISHARES TR17.7K shares-1.01%2026-03-312026-04-14

NEE NEXTERA ENERGY INC6.8K shares-2.31%2026-03-312026-04-14

IWF ISHARES TR1.5K shares0.00%2026-03-312026-04-14

PEP PEPSICO INC3.9K shares-8.89%2026-03-312026-04-14

META META PLATFORMS INC1.0K shares-18.50%2026-03-312026-04-14

IXN ISHARES TR5.9K shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION2.8K shares-1.15%2026-03-312026-04-14

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD29.3K shares0.21%2026-03-312026-04-14

IXP ISHARES TR4.8K shares0.00%2026-03-312026-04-14

WPM WHEATON PRECIOUS METALS CORP4.2K shares78.15%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST16.0K shares26.43%2026-03-312026-04-14

WFC WELLS FARGO & CO6.8K shares-4.40%2026-03-312026-04-14

GEW EA SERIES TRUST10.7K shares0.00%2026-03-312026-04-14

QMOM EA SERIES TRUST7.4K shares71.14%2026-03-312026-04-14

SPMO INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-03-312026-04-14

Sponsored

EEM ISHARES TR8.9K shares5.74%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F9.2K shares17.99%2026-03-312026-04-14

EFV ISHARES TR6.6K shares0.00%2026-03-312026-04-14

BSCS INVESCO EXCH TRD SLF IDX FD23.8K shares0.00%2026-03-312026-04-14

GUNR FLEXSHARES TR8.4K shares-11.21%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR2.8K shares5.85%2026-03-312026-04-14

ACWX ISHARES TR6.7K shares16.44%2026-03-312026-04-14

AVUS AMERICAN CENTY ETF TR4.1K shares-0.66%2026-03-312026-04-14

Sponsored

SCHF SCHWAB STRATEGIC TR18.3K shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR3.4K shares19.66%2026-03-312026-04-14

DSI ISHARES TR3.5K shares62.53%2026-03-312026-04-14

NUE NUCOR CORP2.5K shares64.26%2026-03-312026-04-14

IYW ISHARES TR2.3K shares0.00%2026-03-312026-04-14

GDX VANECK ETF TRUST4.5K shares7.91%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-04-14

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF9.1K sharesnew addition2026-03-312026-04-14

Sponsored

LMT LOCKHEED MARTIN CORP638 shares-12.72%2026-03-312026-04-14

IWN ISHARES TR2.0K shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR6.3K shares2.05%2026-03-312026-04-14

AMGN AMGEN INC1.1K shares-6.40%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC2.3K sharesnew addition2026-03-312026-04-14

MO ALTRIA GROUP INC5.6K shares-17.67%2026-03-312026-04-14

REGL PROSHARES TR4.2K shares0.00%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.7K shares-0.54%2026-03-312026-04-14

Sponsored

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE18.0K shares0.00%2026-03-312026-04-14

AOA ISHARES TR4.0K shares4.21%2026-03-312026-04-14

IUS INVESCO EXCH TRD SLF IDX FD6.0K sharesnew addition2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 40565 shares-4.24%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC1.0K shares-61.39%2026-03-312026-04-14

VUG VANGUARD INDEX FDS792 shares-2.70%2026-03-312026-04-14

ALL ALLSTATE CORP1.6K shares-2.37%2026-03-312026-04-14

XLG INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2026-03-312026-04-14

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD15.8K shares0.39%2026-03-312026-04-14

IVLU ISHARES TR7.7K shares0.00%2026-03-312026-04-14

LNG CHENIERE ENERGY INC1.1K sharesnew addition2026-03-312026-04-14

MGC VANGUARD WORLD FD1.3K shares57.74%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC1.4K shares-5.37%2026-03-312026-04-14

PFE PFIZER INC9.9K shares-15.59%2026-03-312026-04-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.8K shares-3.18%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR9.0K shares0.00%2026-03-312026-04-14

Sponsored

DFUV DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-04-14

ESGD ISHARES TR2.8K sharesnew addition2026-03-312026-04-14

MLKN MILLERKNOLL INC18.5K shares0.28%2026-03-312026-04-14

KO COCA COLA CO3.5K shares-9.28%2026-03-312026-04-14

AOK ISHARES TR6.5K shares-3.11%2026-03-312026-04-14

VXUS VANGUARD STAR FDS3.3K shares0.00%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-04-14

DOW DOW HLDGS INC6.0K sharesnew addition2026-03-312026-04-14

Sponsored

MMM 3M CO1.7K shares-3.30%2026-03-312026-04-14

TGT TARGET CORP2.0K shares-0.78%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS996 shares-8.12%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC57 shares-8.06%2026-03-312026-04-14

RFV INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-04-14

SLF SUN LIFE FINANCIAL INC.3.8K shares0.00%2026-03-312026-04-14

SU SUNCOR ENERGY INC NEW3.5K sharesnew addition2026-03-312026-04-14

VTI VANGUARD INDEX FDS723 shares15.31%2026-03-312026-04-14

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F1.9K shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION1.3K shares-60.52%2026-03-312026-04-14

GSG ISHARES S&P GSCI COMMODITY-7.0K sharesnew addition2026-03-312026-04-14

HON HONEYWELL INTL INC990 shares-4.90%2026-03-312026-04-14

BLES NORTHERN LTS FD TR IV5.0K shares-0.48%2026-03-312026-04-14

JHML JOHN HANCOCK EXCHANGE TRADED2.8K shares0.00%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO717 shares-8.31%2026-03-312026-04-14

SDOG ALPS ETF TR3.3K shares-0.06%2026-03-312026-04-14

Sponsored

BROADCOM INC BROADCOM INC694 shares-53.30%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-04-14

IYE ISHARES TR3.3K sharesnew addition2026-03-312026-04-14

BIBL NORTHERN LTS FD TR IV4.5K shares-0.60%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP4.5K sharesnew addition2026-03-312026-04-14

PHG KONINKLIJKE PHILIPS N V7.6K shares0.00%2026-03-312026-04-14

UFPI UFP INDUSTRIES INC2.2K shares0.00%2026-03-312026-04-14

BUFR FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-04-14

Sponsored

VB VANGUARD INDEX FDS769 shares-6.67%2026-03-312026-04-14

WNC WABASH NATL CORP12.2K shares0.00%2026-03-312026-04-14

CLF CLEVELAND-CLIFFS INC NEW10.5K sharesnew addition2026-03-312026-04-14

RANI RANI THERAPEUTICS HLDGS INC52.0K shares0.00%2026-03-312026-04-14

BNCWW CEA INDUSTRIES INC20.0K shares0.00%2026-03-312026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares112

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

3.60%

Shares122.4K

Event2026-03-31

Filed2026-04-14

AVLC

AMERICAN CENTY ETF TR

14.10%

Shares339.4K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-0.30%

Shares50.7K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

2.85%

Shares359.5K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

-6.58%

Shares228.2K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

0.34%

Shares91.3K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

9.23%

Shares468.3K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

-8.19%

Shares82.5K

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

-2.04%

Shares220.2K

Event2026-03-31

Filed2026-04-14

DFAI

DIMENSIONAL ETF TRUST

18.81%

Shares380.4K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

1.25%

Shares167.8K

Event2026-03-31

Filed2026-04-14

BOXX

EA SERIES TRUST

342.71%

Shares121.5K

Event2026-03-31

Filed2026-04-14

MTUM

ISHARES TR

-3.23%

Shares51.1K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-1.89%

Shares48.2K

Event2026-03-31

Filed2026-04-14

ITA

ISHARES TR

3.73%

Shares40.5K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

1.94%

Shares62.0K

Event2026-03-31

Filed2026-04-14

IAI

ISHARES TR

6.10%

Shares49.7K

Event2026-03-31

Filed2026-04-14

QVAL

EA SERIES TRUST

19.01%

Shares152.5K

Event2026-03-31

Filed2026-04-14

EA SERIES TRUST

New

Shares284.9K

Event2026-03-31

Filed2026-04-14

IEZ

ISHARES TR

New

Shares271.7K

Event2026-03-31

Filed2026-04-14

GNTX

GENTEX CORP

-11.81%

Shares357.7K

Event2026-03-31

Filed2026-04-14

IYJ

ISHARES TR

5.76%

Shares52.7K

Event2026-03-31

Filed2026-04-14

IDHQ

INVESCO EXCH TRADED FD TR II

21.45%

Shares214.4K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

42.94%

Shares88.2K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-2.42%

Shares11.1K

Event2026-03-31

Filed2026-04-14

SOXX

ISHARES TR

1887.90%

Shares21.5K

Event2026-03-31

Filed2026-04-14

EFAV

ISHARES TR

-3.22%

Shares75.7K

Event2026-03-31

Filed2026-04-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.27%

Shares88.7K

Event2026-03-31

Filed2026-04-14

RING

ISHARES INC

New

Shares83.1K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-12.81%

Shares31.9K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-17.94%

Shares22.3K

Event2026-03-31

Filed2026-04-14

VLUE

ISHARES TR

1.29%

Shares39.5K

Event2026-03-31

Filed2026-04-14

DFAS

DIMENSIONAL ETF TRUST

18.35%

Shares72.4K

Event2026-03-31

Filed2026-04-14

EEMV

ISHARES INC

-2.08%

Shares78.3K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

-0.30%

Shares44.8K

Event2026-03-31

Filed2026-04-14

ACWI

ISHARES TR

-0.73%

Shares31.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-4.51%

Shares7.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-0.91%

Shares19.4K

Event2026-03-31

Filed2026-04-14

SOFI

SOFI TECHNOLOGIES INC

-0.27%

Shares252.1K

Event2026-03-31

Filed2026-04-14

ESGV

VANGUARD WORLD FD

-0.21%

Shares32.2K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

5.74%

Shares28.5K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-4.97%

Shares9.6K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-1.64%

Shares11.1K

Event2026-03-31

Filed2026-04-14

SLV

ISHARES SILVER TR

-14.23%

Shares47.5K

Event2026-03-31

Filed2026-04-14

TAXE

T ROWE PRICE ETF INC

0.00%

Shares56.9K

Event2026-03-31

Filed2026-04-14

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares34.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

215.44%

Shares18.4K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-10.33%

Shares9.9K

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

-1.12%

Shares27.8K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.12%

Shares7.0K

Event2026-03-31

Filed2026-04-14

IQLT

ISHARES TR

-0.68%

Shares49.4K

Event2026-03-31

Filed2026-04-14

DON

WISDOMTREE TR

-0.77%

Shares41.7K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

2.65%

Shares3.5K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

34.36%

Shares22.2K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-1.94%

Shares13.4K

Event2026-03-31

Filed2026-04-14

DNL

WISDOMTREE TR

0.10%

Shares45.1K

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

0.66%

Shares9.8K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

11.83%

Shares18.2K

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

8.33%

Shares17.7K

Event2026-03-31

Filed2026-04-14

CZA

INVESCO EXCHANGE TRADED FD T

-0.06%

Shares15.5K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-13.91%

Shares2.3K

Event2026-03-31

Filed2026-04-14

BITB

BITWISE BITCOIN ETF TR

42.16%

Shares43.6K

Event2026-03-31

Filed2026-04-14

AIVL

WISDOMTREE TR

1.62%

Shares13.3K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

-6.31%

Shares4.5K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

31.11%

Shares21.0K

Event2026-03-31

Filed2026-04-14

IWV

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-14

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

-0.33%

Shares6.4K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

5.72%

Shares5.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-4.21%

Shares7.7K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

37.02%

Shares2.9K

Event2026-03-31

Filed2026-04-14

DIA

STATE STR SPDR DOW JONES IND

0.97%

Shares2.6K

Event2026-03-31

Filed2026-04-14

DGRW

WISDOMTREE TR

-0.87%

Shares13.3K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

New

Shares11.6K

Event2026-03-31

Filed2026-04-14

RPV

INVESCO EXCHANGE TRADED FD T

-1.75%

Shares10.5K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-9.88%

Shares9.0K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-16.72%

Shares3.8K

Event2026-03-31

Filed2026-04-14

MGK

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

VSGX

VANGUARD WORLD FD

-0.92%

Shares14.6K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

-1.10%

Shares3.3K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-3.60%

Shares1.8K

Event2026-03-31

Filed2026-04-14

FLOT

ISHARES TR

26.53%

Shares20.1K

Event2026-03-31

Filed2026-04-14

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-14

GQGU

ADVISORS INNER CIRCLE FD III

New

Shares36.4K

Event2026-03-31

Filed2026-04-14

DLN

WISDOMTREE TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-14

EATON CORP PLC

-0.76%

Shares2.5K

Event2026-03-31

Filed2026-04-14

SFLR

INNOVATOR ETFS TRUST

89.31%

Shares24.0K

Event2026-03-31

Filed2026-04-14

VISA INC

-6.14%

Shares2.8K

Event2026-03-31

Filed2026-04-14

QQQM

INVESCO EXCH TRADED FD TR II

-12.75%

Shares3.5K

Event2026-03-31

Filed2026-04-14

ACWV

ISHARES INC

8.17%

Shares6.9K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares26.3K

Event2026-03-31

Filed2026-04-14

ESG

FLEXSHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-14

SUSA

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-7.83%

Shares2.7K

Event2026-03-31

Filed2026-04-14

ESML

ISHARES TR

13.35%

Shares16.3K

Event2026-03-31

Filed2026-04-14

IVAL

EA SERIES TRUST

34.33%

Shares22.2K

Event2026-03-31

Filed2026-04-14

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-14

HBAN

HUNTINGTON BANCSHARES INC

-0.30%

Shares47.6K

Event2026-03-31

Filed2026-04-14

ESGG

FLEXSHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-0.71%

Shares697

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-16.01%

Shares2.1K

Event2026-03-31

Filed2026-04-14

ARKB

ARK 21SHARES BITCOIN ETF

0.00%

Shares30.5K

Event2026-03-31

Filed2026-04-14

XMLV

INVESCO EXCH TRADED FD TR II

-0.64%

Shares10.7K

Event2026-03-31

Filed2026-04-14

WTFC

WINTRUST FINL CORP

-4.27%

Shares4.7K

Event2026-03-31

Filed2026-04-14

SVAL

ISHARES TR

-1.01%

Shares17.7K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

-2.31%

Shares6.8K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-8.89%

Shares3.9K

Event2026-03-31

Filed2026-04-14