Sponsored

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

Currently, West Financial Advisors, LLC holds 193 types of securities in its portfolio with a total value $589.1M. In the most recent quarter, they have increased their positions in DFLV (+571.8K shares, valued at $20.4M), XLE (+71.6K shares, valued at $4.4M), XLB (+77.1K shares, valued at $3.9M); decreased their positions in N/A (-27.9K shares, valued at $16.7M), VEA (-32.4K shares, valued at $2.1M), DFAE (-28.0K shares, valued at $946.5K); initiated new positions in DFLV (+571.8K shares, valued at $20.4M), XLE (+71.6K shares, valued at $4.4M), XLB (+77.1K shares, valued at $3.9M).

1M P&L

+10.5M+1.96%

3M P&L

-8.2M-1.49%

HY P&L

+26.2M+5.05%

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/A494.8M

97.3%

2Consumer Electronics4.0M

0.8%

3Specialty Retail1.6M

0.3%

Top Industries by Stock Count

1N/A67 stocks

38.7%

2Asset Management6 stocks

3.5%

3Software - Infrastructure5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS121.6K shares-18.67%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS1.1M shares-2.94%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T96.9K shares-1.40%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS1.1M shares1.94%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS719.3K shares0.90%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST862.2K shares-3.14%2026-03-312026-04-08

IEFA ISHARES TR286.0K shares-1.03%2026-03-312026-04-08

IJH ISHARES TR373.1K shares2.87%2026-03-312026-04-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS258.0K shares1.06%2026-03-312026-04-08

DFLV DIMENSIONAL ETF TRUST571.8K sharesnew addition2026-03-312026-04-08

TIP ISHARES TR181.7K shares3.10%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST213.4K shares0.64%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS170.4K shares1.34%2026-03-312026-04-08

VXF VANGUARD INDEX FDS64.1K shares1.46%2026-03-312026-04-08

DFNM DIMENSIONAL ETF TRUST201.9K shares6.38%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS37.2K shares-1.99%2026-03-312026-04-08

Sponsored

BIL SPDR SERIES TRUST79.0K shares-0.24%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR8.8K shares-2.75%2026-03-312026-04-08

VTI VANGUARD INDEX FDS15.6K shares-2.02%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR71.6K sharesnew addition2026-03-312026-04-08

AAPL APPLE INC15.8K shares-0.72%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR77.1K sharesnew addition2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR23.2K shares-7.69%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR25.2K sharesnew addition2026-03-312026-04-08

Sponsored

VB VANGUARD INDEX FDS13.1K shares0.61%2026-03-312026-04-08

VO VANGUARD INDEX FDS9.5K shares2.68%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F41.9K shares3.45%2026-03-312026-04-08

VSGX VANGUARD WORLD FD30.3K shares-2.13%2026-03-312026-04-08

VXUS VANGUARD STAR FDS27.2K shares-7.22%2026-03-312026-04-08

ESGV VANGUARD WORLD FD18.7K shares-0.31%2026-03-312026-04-08

VUG VANGUARD INDEX FDS3.9K shares-0.23%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.8K shares-0.09%2026-03-312026-04-08

Sponsored

CASY CASEYS GEN STORES INC2.2K shares204.90%2026-03-312026-04-08

MSFT MICROSOFT CORP2.8K shares-1.70%2026-03-312026-04-08

MGC VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP9.0K shares-28.57%2026-03-312026-04-08

LNT ALLIANT ENERGY CORP10.8K shares0.00%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF17.3K shares1.71%2026-03-312026-04-08

VCEB VANGUARD WORLD FD9.7K shares-0.49%2026-03-312026-04-08

Sponsored

SUSA ISHARES TR4.6K shares-0.56%2026-03-312026-04-08

DSI ISHARES TR4.5K shares-0.72%2026-03-312026-04-08

VTV VANGUARD INDEX FDS2.7K shares0.11%2026-03-312026-04-08

VBR VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-04-08

TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-08

TSLA TESLA INC1.3K shares0.00%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR16.7K shares-3.62%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F2.8K shares6.45%2026-03-312026-04-08

Sponsored

ORCL ORACLE CORP2.3K shares0.00%2026-03-312026-04-08

IWF ISHARES TR764 shares-5.91%2026-03-312026-04-08

GL GLOBE LIFE INC2.0K shares0.00%2026-03-312026-04-08

AMGN AMGEN INC764 shares-2.55%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP846 shares0.00%2026-03-312026-04-08

IWD ISHARES TR1.1K shares0.00%2026-03-312026-04-08

QCOM QUALCOMM INC1.6K shares-1.54%2026-03-312026-04-08

USB US BANCORP3.7K shares-3.07%2026-03-312026-04-08

Sponsored

HEDJ WISDOMTREE TR3.6K shares-4.20%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS766 shares-2.79%2026-03-312026-04-08

CVX CHEVRON CORPORATION886 shares-5.04%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL379 shares-3.32%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR5.7K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC601 shares-11.62%2026-03-312026-04-08

IEMG ISHARES INC2.4K shares0.00%2026-03-312026-04-08

CHD CHURCH & DWIGHT CO INC1.8K shares0.00%2026-03-312026-04-08

Sponsored

ITOT ISHARES TR1.2K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO566 shares-3.25%2026-03-312026-04-08

PFG PRINCIPAL FINANCIAL GROUP IN1.8K shares0.00%2026-03-312026-04-08

UNP UNION PAC CORP667 shares0.00%2026-03-312026-04-08

ADM ARCHER DANIELS MIDLAND CO2.0K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC1.1K shares-6.86%2026-03-312026-04-08

IWM ISHARES TR498 shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC423 shares0.00%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC345 shares-8.97%2026-03-312026-04-08

META META PLATFORMS INC185 shares-8.42%2026-03-312026-04-08

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

XOM EXXON MOBIL CORP572 shares-30.83%2026-03-312026-04-08

BA BOEING CO433 shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC400 shares-15.79%2026-03-312026-04-08

TECH BIO-TECHNE CORP1.6K shares0.00%2026-03-312026-04-08

KO COCA COLA CO1.1K shares0.00%2026-03-312026-04-08

Sponsored

EEM ISHARES TR1.4K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO & CO972 shares-1.12%2026-03-312026-04-08

DGRO ISHARES TR1.1K shares0.00%2026-03-312026-04-08

VBK VANGUARD INDEX FDS254 shares0.00%2026-03-312026-04-08

CTVA CORTEVA INC867 shares0.00%2026-03-312026-04-08

INTC INTEL CORP1.6K shares0.00%2026-03-312026-04-08

CMI CUMMINS INC126 shares0.00%2026-03-312026-04-08

TROW PRICE T ROWE GROUP INC736 shares-6.84%2026-03-312026-04-08

Sponsored

WELL WELLTOWER INC320 shares0.00%2026-03-312026-04-08

HOLX HOLOGIC INC816 shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION343 shares-26.08%2026-03-312026-04-08

PIO INVESCO EXCH TRADED FD TR II1.3K shares0.00%2026-03-312026-04-08

ED CONSOLIDATED EDISON INC472 shares0.00%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP250 shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC162 shares0.00%2026-03-312026-04-08

JBL JABIL INC200 shares0.00%2026-03-312026-04-08

Sponsored

AON PLC AON PLC162 shares0.00%2026-03-312026-04-08

EFG ISHARES TR430 shares11.40%2026-03-312026-04-08

GLD SPDR GOLD TR111 sharesnew addition2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW135 shares0.00%2026-03-312026-04-08

V VISA INC145 shares0.00%2026-03-312026-04-08

SDY SPDR SERIES TRUST294 shares0.00%2026-03-312026-04-08

LLY ELI LILLY & CO46 shares0.00%2026-03-312026-04-08

VOE VANGUARD INDEX FDS218 shares0.00%2026-03-312026-04-08

Sponsored

LOW LOWES COS INC170 shares0.00%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC348 shares0.00%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC107 shares0.00%2026-03-312026-04-08

TRGP TARGA RES CORP151 shares0.00%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC174 shares0.00%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST666 shares0.00%2026-03-312026-04-08

HIG HARTFORD INSURANCE GROUP INC247 shares0.00%2026-03-312026-04-08

MCD MCDONALDS CORP104 shares0.00%2026-03-312026-04-08

Sponsored

MFC MANULIFE FINL CORP875 shares0.00%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS200 shares-53.16%2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC7 shares0.00%2026-03-312026-04-08

OTTR OTTER TAIL CORP334 shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION142 shares0.00%2026-03-312026-04-08

GRMN GARMIN LTD118 shares0.00%2026-03-312026-04-08

SBUX STARBUCKS CORP297 shares-40.24%2026-03-312026-04-08

DE DEERE & CO44 shares-39.73%2026-03-312026-04-08

Sponsored

BAC BANK AMERICA CORP497 shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC309 shares-25.72%2026-03-312026-04-08

IYY ISHARES TR146 shares0.00%2026-03-312026-04-08

ATLO AMES NATL CORP804 shares0.00%2026-03-312026-04-08

GRNY TIDAL TRUST I880 shares0.00%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC176 shares0.00%2026-03-312026-04-08

GILD GILEAD SCIENCES INC130 shares-32.99%2026-03-312026-04-08

ASTS AST SPACEMOBILE INC200 shares0.00%2026-03-312026-04-08

Sponsored

HYS PIMCO ETF TR160 shares0.00%2026-03-312026-04-08

MUB ISHARES TR122 shares159.57%2026-03-312026-04-08

VLO VALERO ENERGY CORP52 shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON52 shares-18.75%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC252 shares0.00%2026-03-312026-04-08

TGT TARGET CORP103 shares-33.55%2026-03-312026-04-08

AJG GALLAGHER ARTHUR J & CO53 shares6.00%2026-03-312026-04-08

STBA S & T BANCORP INC262 shares0.00%2026-03-312026-04-08

Sponsored

QQQM INVESCO EXCH TRADED FD TR II41 shares-50.00%2026-03-312026-04-08

THE CIGNA GROUP THE CIGNA GROUP35 shares0.00%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST250 shares0.00%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR367 shares31.54%2026-03-312026-04-08

PRU PRUDENTIAL FINL INC82 shares-58.79%2026-03-312026-04-08

SYM SYMBOTIC INC150 shares0.00%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL223 shares0.90%2026-03-312026-04-08

PG PROCTER & GAMBLE CO50 shares0.00%2026-03-312026-04-08

Sponsored

NAT NORDIC AMERICAN TANKERS LIMI1.2K shares2.99%2026-03-312026-04-08

IVV ISHARES TR10 shares0.00%2026-03-312026-04-08

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD510 shares-50.10%2026-03-312026-04-08

WES WESTERN MIDSTREAM PARTNERS L117 shares1.74%2026-03-312026-04-08

NVTS NAVITAS SEMICONDUCTOR CORP500 shares0.00%2026-03-312026-04-08

REPX RILEY EXPLORATION PERMIAN IN106 shares0.95%2026-03-312026-04-08

TU TELUS CORPORATION300 shares0.00%2026-03-312026-04-08

UGI UGI CORP NEW104 shares0.97%2026-03-312026-04-08

Sponsored

UTI UNIVERSAL TECHNICAL INST INC100 shares0.00%2026-03-312026-04-08

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC154 shares1.32%2026-03-312026-04-08

DFAU DIMENSIONAL ETF TRUST67 shares0.00%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC50 shares0.00%2026-03-312026-04-08

ATMU ATMUS FILTRATION TECHNOLOGIE50 shares0.00%2026-03-312026-04-08

PANL PANGAEA LOGISTICS SOLUTION L400 shares100.00%2026-03-312026-04-08

PFFA ETFIS SER TR I128 shares374.07%2026-03-312026-04-08

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC100 sharesnew addition2026-03-312026-04-08

Sponsored

LAND GLADSTONE LD CORP212 shares1.44%2026-03-312026-04-08

NCLH NORWEGIAN CRUISE LINE HLDGS100 shares0.00%2026-03-312026-04-08

PNNT PENNANTPARK INVT CORP393 shares4.52%2026-03-312026-04-08

KD KYNDRYL HLDGS INC134 shares0.00%2026-03-312026-04-08

NOG NORTHERN OIL & GAS INC56 shares1.82%2026-03-312026-04-08

FSM FORTUNA MNG CORP150 shares0.00%2026-03-312026-04-08

PR PERMIAN RESOURCES CORP69 shares0.00%2026-03-312026-04-08

ARQQ ARQIT QUANTUM INC100 shares0.00%2026-03-312026-04-08

Sponsored

SPIRE GLOBAL INC SPIRE GLOBAL INC100 sharesnew addition2026-03-312026-04-08

SAR SARATOGA INVT CORP56 shares3.70%2026-03-312026-04-08

RDW REDWIRE CORPORATION140 shares0.00%2026-03-312026-04-08

GT BIOPHARMA INC GT BIOPHARMA INC2.5K sharesnew addition2026-03-312026-04-08

BYRN BYRNA TECHNOLOGIES INC100 shares0.00%2026-03-312026-04-08

HTGC HERCULES CAPITAL INC56 shares1.82%2026-03-312026-04-08

DMLP DORCHESTER MINERALS L P30 shares3.45%2026-03-312026-04-08

CMCSA COMCAST CORP NEW28 shares0.00%2026-03-312026-04-08

Sponsored

SOFI SOFI TECHNOLOGIES INC49 shares0.00%2026-03-312026-04-08

BEN FRANKLIN RESOURCES INC30 shares-45.45%2026-03-312026-04-08

AFCG ADVANCED FLOWER CAP INC225 shares0.00%2026-03-312026-04-08

IMMR IMMERSION CORP104 shares0.97%2026-03-312026-04-08

WHR WHIRLPOOL CORP10 shares0.00%2026-03-312026-04-08

MCK MCKESSON CORP1 sharesnew addition2026-03-312026-04-08

DIS DISNEY WALT CO5 shares0.00%2026-03-312026-04-08

PMT PENNYMAC MTG INVT TR41 shares2.50%2026-03-312026-04-08

Sponsored

T AT&T INC14 shares0.00%2026-03-312026-04-08

DFAI DIMENSIONAL ETF TRUST8 shares0.00%2026-03-312026-04-08

UA UNDER ARMOUR INC12 shares0.00%2026-03-312026-04-08

LUMN LUMEN TECHNOLOGIES INC9 shares0.00%2026-03-312026-04-08

WBD WARNER BROS DISCOVERY INC2 shares0.00%2026-03-312026-04-08

S SENTINELONE INC3 shares0.00%2026-03-312026-04-08

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC1 sharesnew addition2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INCN/A sharesnew addition2026-03-312026-04-08

Sponsored

WEST WESTROCK COFFEE CO31 shares0.00%2026-03-312026-04-08

VANGUARD INDEX FDS

-18.67%

Shares121.6K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-2.94%

Shares1.1M

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-1.40%

Shares96.9K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

1.94%

Shares1.1M

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

0.90%

Shares719.3K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

-3.14%

Shares862.2K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-1.03%

Shares286.0K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

2.87%

Shares373.1K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

1.06%

Shares258.0K

Event2026-03-31

Filed2026-04-08

DFLV

DIMENSIONAL ETF TRUST

New

Shares571.8K

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

3.10%

Shares181.7K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

0.64%

Shares213.4K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

1.34%

Shares170.4K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

1.46%

Shares64.1K

Event2026-03-31

Filed2026-04-08

DFNM

DIMENSIONAL ETF TRUST

6.38%

Shares201.9K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-1.99%

Shares37.2K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

-0.24%

Shares79.0K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-2.75%

Shares8.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-2.02%

Shares15.6K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

New

Shares71.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.72%

Shares15.8K

Event2026-03-31

Filed2026-04-08

XLB

SELECT SECTOR SPDR TR

New

Shares77.1K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

-7.69%

Shares23.2K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

New

Shares25.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.61%

Shares13.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

2.68%

Shares9.5K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

3.45%

Shares41.9K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

-2.13%

Shares30.3K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-7.22%

Shares27.2K

Event2026-03-31

Filed2026-04-08

ESGV

VANGUARD WORLD FD

-0.31%

Shares18.7K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-0.23%

Shares3.9K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-0.09%

Shares35.8K

Event2026-03-31

Filed2026-04-08

CASY

CASEYS GEN STORES INC

204.90%

Shares2.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.70%

Shares2.8K

Event2026-03-31

Filed2026-04-08

MGC

VANGUARD WORLD FD

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

SCHW

SCHWAB CHARLES CORP

-28.57%

Shares9.0K

Event2026-03-31

Filed2026-04-08

LNT

ALLIANT ENERGY CORP

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

1.71%

Shares17.3K

Event2026-03-31

Filed2026-04-08

VCEB

VANGUARD WORLD FD

-0.49%

Shares9.7K

Event2026-03-31

Filed2026-04-08

SUSA

ISHARES TR

-0.56%

Shares4.6K

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

-0.72%

Shares4.5K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

-3.62%

Shares16.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

6.45%

Shares2.8K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-5.91%

Shares764

Event2026-03-31

Filed2026-04-08

GLOBE LIFE INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

-2.55%

Shares764

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares846

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-1.54%

Shares1.6K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

-3.07%

Shares3.7K

Event2026-03-31

Filed2026-04-08

HEDJ

WISDOMTREE TR

-4.20%

Shares3.6K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-2.79%

Shares766

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-5.04%

Shares886

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-3.32%

Shares379

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-11.62%

Shares601

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-3.25%

Shares566

Event2026-03-31

Filed2026-04-08

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

0.00%

Shares667

Event2026-03-31

Filed2026-04-08

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-6.86%

Shares1.1K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.00%

Shares498

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares423

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-8.97%

Shares345

Event2026-03-31

Filed2026-04-08