Sponsored

The Analysis of White Lighthouse Investment Management Inc.'s Holdings & P&L

Currently, White Lighthouse Investment Management Inc. holds 145 types of securities in its portfolio with a total value $720.8M. In the most recent quarter, they have increased their positions in SCHD (+497.1K shares, valued at $15.3M), SHV (+47.1K shares, valued at $5.2M), VXUS (+50.2K shares, valued at $3.9M); decreased their positions in VYM (-88.8K shares, valued at $13.2M), AZN (-15.2K shares, valued at $3.0M), VCLT (-35.0K shares, valued at $2.6M); initiated new positions in LLY (+1.2K shares, valued at $1.1M), IWM (+1.1K shares, valued at $274.5K), XLE (+4.3K shares, valued at $261.0K).

1M P&L

-8.3M-1.15%

3M P&L

-743.7M-50.82%

HY P&L

-727.9M-50.29%

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/A633.8M

94.6%

2Consumer Electronics6.4M

1.0%

3Drug Manufacturers - General5.3M

0.8%

Top Industries by Stock Count

1N/A100 stocks

73.0%

2Software - Infrastructure4 stocks

2.9%

3Tobacco3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS248.0K shares3.25%2026-03-312026-05-15

SHV ISHARES TR519.5K shares9.97%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS383.0K shares-18.83%2026-03-312026-05-15

VXUS VANGUARD STAR FDS643.7K shares8.45%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS383.7K shares4.85%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS383.4K shares3.26%2026-03-312026-05-15

VTV VANGUARD INDEX FDS131.2K shares-0.10%2026-03-312026-05-15

VGT VANGUARD WORLD FD32.4K shares-0.91%2026-03-312026-05-15

Sponsored

SCHD SCHWAB STRATEGIC TR684.7K shares264.87%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR193.6K shares-6.34%2026-03-312026-05-15

IXUS ISHARES TR185.8K shares-1.00%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS192.3K shares-4.09%2026-03-312026-05-15

IGM ISHARES TR123.4K shares8.31%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS52.3K shares-0.49%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares0.95%2026-03-312026-05-15

DVY ISHARES TR70.6K shares0.30%2026-03-312026-05-15

Sponsored

IWF ISHARES TR22.5K shares-0.75%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS120.4K shares2.44%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS169.8K shares28.72%2026-03-312026-05-15

VBR VANGUARD INDEX FDS37.0K shares2.75%2026-03-312026-05-15

BIL SPDR SERIES TRUST78.0K shares-1.75%2026-03-312026-05-15

VB VANGUARD INDEX FDS26.9K shares9.52%2026-03-312026-05-15

VHT VANGUARD WORLD FD24.7K shares1.05%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR9.7K shares4.90%2026-03-312026-05-15

Sponsored

AAPL APPLE INC22.1K shares-6.11%2026-03-312026-05-15

VSGX VANGUARD WORLD FD78.0K shares0.81%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS59.4K shares-0.64%2026-03-312026-05-15

ESGV VANGUARD WORLD FD46.6K shares2.94%2026-03-312026-05-15

VO VANGUARD INDEX FDS17.8K shares4.15%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS79.4K shares6.70%2026-03-312026-05-15

VTI VANGUARD INDEX FDS13.7K shares2.84%2026-03-312026-05-15

IUSB ISHARES TR85.1K shares-0.28%2026-03-312026-05-15

Sponsored

BIV VANGUARD BD INDEX FDS49.3K shares-0.86%2026-03-312026-05-15

VPU VANGUARD WORLD FD18.7K shares0.27%2026-03-312026-05-15

ALPHABET INC ALPHABET INC12.3K shares199.01%2026-03-312026-05-15

VOE VANGUARD INDEX FDS18.8K shares1.58%2026-03-312026-05-15

VOT VANGUARD INDEX FDS13.2K shares4.04%2026-03-312026-05-15

MSFT MICROSOFT CORP8.9K shares0.90%2026-03-312026-05-15

AZN ASTRAZENECA PLC F SPONSORED ADR15.2K shares-49.91%2026-03-312026-05-15

GLD SPDR GOLD TR6.9K shares-2.96%2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T4.3K shares5.47%2026-03-312026-05-15

ALPHABET INC ALPHABET INC9.6K shares-4.88%2026-03-312026-05-15

MUB ISHARES TR25.1K shares4.07%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F49.0K shares-3.71%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR97.0K shares3.73%2026-03-312026-05-15

ESGU ISHARES TR17.2K shares0.29%2026-03-312026-05-15

AMZN AMAZON COM INC10.8K shares-8.60%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares-17.13%2026-03-312026-05-15

Sponsored

VGK VANGUARD INTL EQUITY INDEX F24.2K shares0.28%2026-03-312026-05-15

IUSG ISHARES TR12.3K shares-1.25%2026-03-312026-05-15

IJT ISHARES TR12.9K shares0.53%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC11.2K shares-1.30%2026-03-312026-05-15

WMT WALMART INC14.0K shares-8.09%2026-03-312026-05-15

CAT CATERPILLAR INC2.4K shares-0.89%2026-03-312026-05-15

ESGD ISHARES TR17.5K shares0.37%2026-03-312026-05-15

VCLT VANGUARD SCOTTSDALE FDS21.7K shares-61.71%2026-03-312026-05-15

Sponsored

VEU VANGUARD INTL EQUITY INDEX F21.4K shares-0.16%2026-03-312026-05-15

DSI ISHARES TR12.9K shares1.17%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS24.5K shares-6.54%2026-03-312026-05-15

IBB ISHARES TR9.3K shares0.04%2026-03-312026-05-15

VOX VANGUARD WORLD FD8.7K shares-2.12%2026-03-312026-05-15

VCR VANGUARD WORLD FD4.3K shares-1.95%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON6.3K shares0.27%2026-03-312026-05-15

IXJ ISHARES TR16.3K shares0.00%2026-03-312026-05-15

Sponsored

IVV ISHARES TR2.2K shares-0.09%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR10.5K shares-20.76%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR30.9K shares-10.77%2026-03-312026-05-15

SUB ISHARES TR12.6K shares0.00%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST14.0K shares3.20%2026-03-312026-05-15

VWOB VANGUARD WHITEHALL FDS19.2K shares1.17%2026-03-312026-05-15

EMB ISHARES TR13.0K shares64.11%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS24.1K shares-0.82%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC3.3K shares-6.61%2026-03-312026-05-15

LLY ELI LILLY & CO1.2K sharesnew addition2026-03-312026-05-15

HYG ISHARES TR13.1K shares108.44%2026-03-312026-05-15

SUSC ISHARES TR44.6K shares2.21%2026-03-312026-05-15

ICF ISHARES TR15.4K shares-3.68%2026-03-312026-05-15

IGSB ISHARES TR17.8K shares0.91%2026-03-312026-05-15

SO SOUTHERN CO9.6K shares-1.81%2026-03-312026-05-15

NVDA NVIDIA CORPORATION5.2K shares8.50%2026-03-312026-05-15

Sponsored

NULG NUSHARES ETF TR9.8K shares-6.59%2026-03-312026-05-15

IJR ISHARES TR7.0K shares2.70%2026-03-312026-05-15

VFH VANGUARD WORLD FD7.1K shares1.83%2026-03-312026-05-15

QUAL ISHARES TR4.5K shares5.99%2026-03-312026-05-15

SOXX ISHARES TR2.6K shares-1.05%2026-03-312026-05-15

GDX VANECK ETF TRUST9.1K shares-4.94%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.7K shares-26.30%2026-03-312026-05-15

PG PROCTER & GAMBLE CO5.3K shares0.41%2026-03-312026-05-15

Sponsored

MAR MARRIOTT INTL INC NEW2.3K shares0.00%2026-03-312026-05-15

ESGE ISHARES INC16.0K shares-3.27%2026-03-312026-05-15

NUSC NUSHARES ETF TR16.0K shares0.31%2026-03-312026-05-15

MGK VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-15

GLOBAL X FTSE GREECE 20 ETF GLOBAL X FTSE GREECE 20 ETF10.0K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC9.2K shares0.10%2026-03-312026-05-15

EFA ISHARES TR6.1K shares16.43%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP7.1K shares0.00%2026-03-312026-05-15

Sponsored

VPL VANGUARD INTL EQUITY INDEX F5.8K shares0.00%2026-03-312026-05-15

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN26.7K shares2.52%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR19.3K shares31.54%2026-03-312026-05-15

XOM EXXON MOBIL CORP3.3K shares2.60%2026-03-312026-05-15

VV VANGUARD INDEX FDS1.8K shares0.06%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS11.1K shares10.07%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC9.1K shares1.88%2026-03-312026-05-15

CSCO CISCO SYS INC6.7K shares1.03%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC4.2K shares-13.41%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.6K shares-5.22%2026-03-312026-05-15

ASML ASML HLDG NV366 shares0.27%2026-03-312026-05-15

AGG ISHARES TR4.6K shares43.25%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.7K shares-7.16%2026-03-312026-05-15

ICLN ISHARES TR23.1K shares1.54%2026-03-312026-05-15

VCEB VANGUARD WORLD FD6.3K shares10.82%2026-03-312026-05-15

MTUM ISHARES TR1.6K shares0.00%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR2.6K shares0.16%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC8.1K shares13.68%2026-03-312026-05-15

ICSH ISHARES TR7.0K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP569 shares0.89%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR7.2K shares-0.42%2026-03-312026-05-15

HD HOME DEPOT INC1.0K shares-0.30%2026-03-312026-05-15

IWP ISHARES TR2.6K shares-26.12%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION1.6K shares-5.91%2026-03-312026-05-15

IEMG ISHARES INC4.7K shares32.36%2026-03-312026-05-15

PEP PEPSICO INC1.9K shares1.44%2026-03-312026-05-15

VBK VANGUARD INDEX FDS970 shares12.01%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION291 shares0.69%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR11.6K shares28.75%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC3.2K shares1.71%2026-03-312026-05-15

IWM ISHARES TR1.1K sharesnew addition2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP1.1K shares-6.35%2026-03-312026-05-15

SPYG SPDR SERIES TRUST2.7K shares1.50%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS3.8K shares-59.62%2026-03-312026-05-15

DE DEERE & CO465 shares0.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC600 shares-2.12%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR4.9K shares1.57%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS2.5K shares2.09%2026-03-312026-05-15

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD13.5K shares-0.10%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC468 shares-1.06%2026-03-312026-05-15

GLW CORNING INC1.6K sharesnew addition2026-03-312026-05-15

SPYV SPDR SERIES TRUST3.8K shares0.16%2026-03-312026-05-15

SHE SPDR SERIES TRUST1.7K shares0.12%2026-03-312026-05-15

KBWB INVESCO EXCH TRADED FD TR II2.6K shares0.11%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR8.5K shares3.03%2026-03-312026-05-15

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares-5.04%2026-03-312026-05-15

VUG

VANGUARD INDEX FDS

3.25%

Shares248.0K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

9.97%

Shares519.5K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-18.83%

Shares383.0K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

8.45%

Shares643.7K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

4.85%

Shares383.7K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

3.26%

Shares383.4K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-0.10%

Shares131.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-0.91%

Shares32.4K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

264.87%

Shares684.7K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-6.34%

Shares193.6K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-1.00%

Shares185.8K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-4.09%

Shares192.3K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

8.31%

Shares123.4K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.49%

Shares52.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.95%

Shares18.8K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.30%

Shares70.6K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-0.75%

Shares22.5K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

2.44%

Shares120.4K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

28.72%

Shares169.8K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

2.75%

Shares37.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-1.75%

Shares78.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

9.52%

Shares26.9K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

1.05%

Shares24.7K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

4.90%

Shares9.7K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-6.11%

Shares22.1K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

0.81%

Shares78.0K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-0.64%

Shares59.4K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

2.94%

Shares46.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

4.15%

Shares17.8K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

6.70%

Shares79.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

2.84%

Shares13.7K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-0.28%

Shares85.1K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

-0.86%

Shares49.3K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

0.27%

Shares18.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

199.01%

Shares12.3K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

1.58%

Shares18.8K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

4.04%

Shares13.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.90%

Shares8.9K

Event2026-03-31

Filed2026-05-15

AZN

ASTRAZENECA PLC F SPONSORED ADR

-49.91%

Shares15.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-2.96%

Shares6.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

5.47%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-4.88%

Shares9.6K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

4.07%

Shares25.1K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-3.71%

Shares49.0K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

3.73%

Shares97.0K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

0.29%

Shares17.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-8.60%

Shares10.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-17.13%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

0.28%

Shares24.2K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

-1.25%

Shares12.3K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

0.53%

Shares12.9K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-1.30%

Shares11.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-8.09%

Shares14.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.89%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

0.37%

Shares17.5K

Event2026-03-31

Filed2026-05-15

VCLT

VANGUARD SCOTTSDALE FDS

-61.71%

Shares21.7K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares21.4K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

1.17%

Shares12.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-6.54%

Shares24.5K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

0.04%

Shares9.3K

Event2026-03-31

Filed2026-05-15

VOX

VANGUARD WORLD FD

-2.12%

Shares8.7K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

-1.95%

Shares4.3K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.27%

Shares6.3K

Event2026-03-31

Filed2026-05-15

IXJ

ISHARES TR

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-20.76%

Shares10.5K

Event2026-03-31

Filed2026-05-15

ETFS GOLD TR

-10.77%

Shares30.9K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

3.20%

Shares14.0K

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

1.17%

Shares19.2K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

64.11%

Shares13.0K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-0.82%

Shares24.1K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-6.61%

Shares3.3K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

108.44%

Shares13.1K

Event2026-03-31

Filed2026-05-15

SUSC

ISHARES TR

2.21%

Shares44.6K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

-3.68%

Shares15.4K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

0.91%

Shares17.8K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-1.81%

Shares9.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

8.50%

Shares5.2K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

-6.59%

Shares9.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

2.70%

Shares7.0K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

1.83%

Shares7.1K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

5.99%

Shares4.5K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-1.05%

Shares2.6K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-4.94%

Shares9.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-26.30%

Shares2.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

0.41%

Shares5.3K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

-3.27%

Shares16.0K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

0.31%

Shares16.0K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

GLOBAL X FTSE GREECE 20 ETF

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

0.10%

Shares9.2K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

16.43%

Shares6.1K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-15

ANNALY CAPITAL MANAGEMENT IN

2.52%

Shares26.7K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

31.54%

Shares19.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

2.60%

Shares3.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

10.07%

Shares11.1K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

1.88%

Shares9.1K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

1.03%

Shares6.7K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-13.41%

Shares4.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-5.22%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

0.27%

Shares366

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

43.25%

Shares4.6K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-7.16%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ICLN

ISHARES TR

1.54%

Shares23.1K

Event2026-03-31

Filed2026-05-15

VCEB

VANGUARD WORLD FD

10.82%

Shares6.3K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

0.16%

Shares2.6K

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

13.68%

Shares8.1K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.89%

Shares569

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB STRATEGIC TR

-0.42%

Shares7.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.30%

Shares1.0K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-26.12%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-5.91%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

32.36%

Shares4.7K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

1.44%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

12.01%

Shares970

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.69%

Shares291

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

28.75%

Shares11.6K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

1.71%

Shares3.2K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-6.35%

Shares1.1K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

1.50%

Shares2.7K

Event2026-03-31

Filed2026-05-15

BLV

VANGUARD BD INDEX FDS

-59.62%

Shares3.8K

Event2026-03-31

Filed2026-05-15

DEERE & CO

0.00%

Shares465

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-2.12%

Shares600

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

1.57%

Shares4.9K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

2.09%

Shares2.5K

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO ACTVELY MNGD ETC FD

-0.10%

Shares13.5K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

-1.06%

Shares468

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

0.16%

Shares3.8K

Event2026-03-31

Filed2026-05-15

SHE

SPDR SERIES TRUST

0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-15

KBWB

INVESCO EXCH TRADED FD TR II

0.11%

Shares2.6K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

3.03%

Shares8.5K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-5.04%

Shares1.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available