Sponsored

The Analysis of Wood Tarver Financial Group, LLC's Holdings & P&L

Currently, Wood Tarver Financial Group, LLC holds 155 types of securities in its portfolio with a total value $361.9K. In the most recent quarter, they have increased their positions in N/A (+217.8K shares, valued at $10.4K), CGSD (+129.9K shares, valued at $3.4K), N/A (+15.2K shares, valued at $2.9K); decreased their positions in SPGP (-68.7K shares, valued at $7.4K), VTI (-15.7K shares, valued at $5.0K), DOCT (-21.4K shares, valued at $929.7932457251159); initiated new positions in VDE (+1.5K shares, valued at $256), INTC (+5.1K shares, valued at $224), CAT (+313 shares, valued at $221).

1M P&L

+7.9M+2.23%

3M P&L

+5.2M+1.47%

HY P&L

+19.6M+5.69%

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/A320.4K

93.6%

2Software - Infrastructure3.9K

1.1%

3Consumer Electronics3.4K

1.0%

Top Industries by Stock Count

1N/A111 stocks

78.2%

2Software - Infrastructure3 stocks

2.1%

3Drug Manufacturers - General3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS146.3K shares-9.69%2026-03-312026-05-12

CGSD CAPITAL GRP FIXED INCM ETF T1.5M shares9.44%2026-03-312026-05-12

CGCP CAPITAL GRP FIXED INCM ETF T1.2M shares7.03%2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE476.4K shares-0.77%2026-03-312026-05-12

QUAL ISHARES TR70.2K shares2.16%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T257.8K shares544.95%2026-03-312026-05-12

DOCT FIRST TR EXCHNG TRADED FD VI238.5K shares-8.24%2026-03-312026-05-12

COWZ PACER FDS TR161.1K shares5.81%2026-03-312026-05-12

Sponsored

DFAS DIMENSIONAL ETF TRUST140.5K shares3.34%2026-03-312026-05-12

IMCG ISHARES TR107.2K shares6.96%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS121.1K shares16.87%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.4K shares75.83%2026-03-312026-05-12

DMAR FIRST TR EXCHNG TRADED FD VI156.7K shares-0.52%2026-03-312026-05-12

GMAR FIRST TR EXCHNG TRADED FD VI138.7K shares0.40%2026-03-312026-05-12

GMAY FIRST TR EXCHNG TRADED FD VI134.5K shares-2.40%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP25.7K shares0.00%2026-03-312026-05-12

Sponsored

GSEP FIRST TR EXCHNG TRADED FD VI141.0K shares10.37%2026-03-312026-05-12

EMXC ISHARES INC67.0K shares19.97%2026-03-312026-05-12

DSEP FIRST TR EXCHNG TRADED FD VI95.8K shares-4.93%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS50.5K shares-3.07%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF89.9K shares16.66%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T5.3K shares-3.85%2026-03-312026-05-12

AAPL APPLE INC12.4K shares-2.13%2026-03-312026-05-12

DAPR FIRST TR EXCHNG TRADED FD VI64.3K shares-5.00%2026-03-312026-05-12

Sponsored

DJUL FIRST TR EXCHNG TRADED FD VI53.7K shares-9.26%2026-03-312026-05-12

DJUN FIRST TR EXCHNG TRADED FD VI53.0K shares0.31%2026-03-312026-05-12

PMAY INNOVATOR ETFS TRUST60.9K shares-2.05%2026-03-312026-05-12

MSFT MICROSOFT CORP6.4K shares5.48%2026-03-312026-05-12

DJAN FIRST TR EXCHNG TRADED FD VI49.2K shares14.67%2026-03-312026-05-12

GJAN FIRST TR EXCHNG TRADED FD VI49.8K shares54.40%2026-03-312026-05-12

GDEC FIRST TR EXCHNG TRADED FD VI51.3K shares151.27%2026-03-312026-05-12

DDEC FIRST TR EXCHNG TRADED FD VI42.2K shares1.22%2026-03-312026-05-12

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T69.4K shares2.70%2026-03-312026-05-12

KJAN INNOVATOR ETFS TRUST43.6K shares-0.36%2026-03-312026-05-12

DFEB FIRST TR EXCHNG TRADED FD VI37.4K shares3.13%2026-03-312026-05-12

DAUG FIRST TR EXCHNG TRADED FD VI38.7K shares-3.25%2026-03-312026-05-12

VO VANGUARD INDEX FDS5.5K shares-24.69%2026-03-312026-05-12

UOCT INNOVATOR ETFS TRUST40.6K shares-1.82%2026-03-312026-05-12

KAPR INNOVATOR ETFS TRUST41.8K shares-0.08%2026-03-312026-05-12

DMAY FIRST TR EXCHNG TRADED FD VI33.4K shares-4.72%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC7.1K shares3.32%2026-03-312026-05-12

USB US BANCORP28.0K shares0.09%2026-03-312026-05-12

VOT VANGUARD INDEX FDS5.0K shares0.24%2026-03-312026-05-12

GOCT FIRST TR EXCHNG TRADED FD VI33.2K shares-6.42%2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II11.0K shares1.52%2026-03-312026-05-12

PG PROCTER & GAMBLE CO8.5K shares-0.09%2026-03-312026-05-12

GJUL FIRST TR EXCHNG TRADED FD VI29.5K shares0.14%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.2K shares-0.43%2026-03-312026-05-12

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI22.3K shares-2.09%2026-03-312026-05-12

NVDA NVIDIA CORPORATION6.5K shares4.89%2026-03-312026-05-12

SPSB SPDR SERIES TRUST36.5K shares-1.03%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR17.9K shares0.09%2026-03-312026-05-12

VDC VANGUARD WORLD FD4.9K shares-13.65%2026-03-312026-05-12

FSEP FIRST TR EXCHNG TRADED FD VI21.5K shares15.52%2026-03-312026-05-12

DNOV FIRST TR EXCHNG TRADED FD VI22.1K shares-1.61%2026-03-312026-05-12

BSEP INNOVATOR ETFS TRUST21.5K shares-0.06%2026-03-312026-05-12

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T35.3K shares12.86%2026-03-312026-05-12

UJUN INNOVATOR ETFS TRUST25.7K shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-1.53%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 401.5K shares-0.79%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR30.2K shares-1.81%2026-03-312026-05-12

XOM EXXON MOBIL CORP5.1K shares0.71%2026-03-312026-05-12

POCT INNOVATOR ETFS TRUST20.2K shares-0.57%2026-03-312026-05-12

EMLP FIRST TR EXCHANGE-TRADED FD19.8K shares10.95%2026-03-312026-05-12

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T7.8K shares-89.81%2026-03-312026-05-12

KJUL INNOVATOR ETFS TRUST26.0K shares0.00%2026-03-312026-05-12

GFEB FIRST TR EXCHNG TRADED FD VI20.0K shares-0.34%2026-03-312026-05-12

UJAN INNOVATOR ETFS TRUST19.0K shares6.21%2026-03-312026-05-12

KOCT INNOVATOR ETFS TRUST23.1K shares0.00%2026-03-312026-05-12

GJUN FIRST TR EXCHNG TRADED FD VI19.5K shares-3.35%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.5K shares-16.40%2026-03-312026-05-12

UMAR INNOVATOR ETFS TRUST19.1K shares0.00%2026-03-312026-05-12

Sponsored

PJUL INNOVATOR ETFS TRUST16.5K shares-1.14%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC2.1K shares-11.40%2026-03-312026-05-12

WMT WALMART INC5.4K shares-0.44%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR13.6K shares0.23%2026-03-312026-05-12

GAUG FIRST TR EXCHNG TRADED FD VI16.9K shares5.69%2026-03-312026-05-12

PSEP INNOVATOR ETFS TRUST15.1K shares-2.22%2026-03-312026-05-12

WFC WELLS FARGO & CO8.0K shares2.80%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD10.4K shares-6.14%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-20.45%2026-03-312026-05-12

SDY SPDR SERIES TRUST4.1K shares-2.36%2026-03-312026-05-12

IDA IDACORP INC4.2K shares6.91%2026-03-312026-05-12

PJAN INNOVATOR ETFS TRUST12.5K shares6.51%2026-03-312026-05-12

PMAR INNOVATOR ETFS TRUST12.6K shares-0.64%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC3.8K shares0.89%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR3.6K shares-1.68%2026-03-312026-05-12

GLD SPDR GOLD TR1.2K shares4.68%2026-03-312026-05-12

Sponsored

PID INVESCO EXCHANGE TRADED FD T22.4K shares-12.55%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.7K shares-1.49%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.7K shares4.72%2026-03-312026-05-12

PAPR INNOVATOR ETFS TRUST12.0K shares0.00%2026-03-312026-05-12

GAPR FIRST TR EXCHNG TRADED FD VI11.6K shares4.18%2026-03-312026-05-12

PFEB INNOVATOR ETFS TRUST11.5K shares0.00%2026-03-312026-05-12

ESGV VANGUARD WORLD FD4.0K shares-10.27%2026-03-312026-05-12

USEP INNOVATOR ETFS TRUST11.5K shares-11.55%2026-03-312026-05-12

Sponsored

MCD MCDONALDS CORP1.4K shares-0.21%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR732 shares10.57%2026-03-312026-05-12

UJUL INNOVATOR ETFS TRUST11.0K shares0.00%2026-03-312026-05-12

FMAY FIRST TR EXCHNG TRADED FD VI7.9K shares-23.92%2026-03-312026-05-12

AGG ISHARES TR4.2K shares0.22%2026-03-312026-05-12

BMAR INNOVATOR ETFS TRUST7.8K shares0.00%2026-03-312026-05-12

UMAY INNOVATOR ETFS TRUST10.9K shares-26.01%2026-03-312026-05-12

BJUL INNOVATOR ETFS TRUST7.9K shares-0.34%2026-03-312026-05-12

Sponsored

XTOC INNOVATOR ETFS TRUST12.1K shares0.00%2026-03-312026-05-12

DTD WISDOMTREE TR4.5K shares-31.06%2026-03-312026-05-12

KSEP INNOVATOR ETFS TRUST13.5K shares-0.10%2026-03-312026-05-12

CGSM CAPITAL GRP FIXED INCM ETF T14.3K shares0.20%2026-03-312026-05-12

IWF ISHARES TR851 shares0.00%2026-03-312026-05-12

GNOV FIRST TR EXCHNG TRADED FD VI9.3K shares0.00%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS7.2K shares0.00%2026-03-312026-05-12

CVX CHEVRON CORPORATION1.7K shares6.56%2026-03-312026-05-12

Sponsored

PNOV INNOVATOR ETFS TRUST8.8K shares-0.84%2026-03-312026-05-12

BANR BANNER CORP5.9K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO385 shares3.77%2026-03-312026-05-12

ABBV ABBVIE INC1.6K shares2.21%2026-03-312026-05-12

PPTA PERPETUA RESOURCES CORP11.8K shares0.00%2026-03-312026-05-12

IVV ISHARES TR487 shares0.00%2026-03-312026-05-12

XSEP FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-05-12

SMAY FIRST TR EXCHNG TRADED FD VI11.5K shares-0.39%2026-03-312026-05-12

Sponsored

UDEC INNOVATOR ETFS TRUST7.8K shares-13.82%2026-03-312026-05-12

META META PLATFORMS INC530 shares5.79%2026-03-312026-05-12

PDEC INNOVATOR ETFS TRUST6.9K shares-7.03%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.2K shares3.39%2026-03-312026-05-12

KO COCA COLA CO3.8K shares0.00%2026-03-312026-05-12

FVAL FIDELITY COVINGTON TRUST4.1K shares0.00%2026-03-312026-05-12

SAUG FIRST TR EXCHNG TRADED FD VI10.7K shares0.00%2026-03-312026-05-12

AAAU GOLDMAN SACHS PHYSICAL GOLD5.9K shares-5.18%2026-03-312026-05-12

Sponsored

TSLA TESLA INC729 shares-7.37%2026-03-312026-05-12

RTX RTX CORPORATION1.4K shares0.22%2026-03-312026-05-12

ORCL ORACLE CORP1.8K shares1.95%2026-03-312026-05-12

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-05-12

SUSA ISHARES TR1.9K shares0.10%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC2.1K shares0.00%2026-03-312026-05-12

FOCT FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-03-312026-05-12

PEP PEPSICO INC1.6K shares6.54%2026-03-312026-05-12

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI4.7K shares0.00%2026-03-312026-05-12

LNC LINCOLN NATL CORP IND6.8K shares0.00%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP2.5K shares0.12%2026-03-312026-05-12

SO SOUTHERN CO2.5K shares0.04%2026-03-312026-05-12

FTLS FIRST TR EXCH TRADED FD III3.4K shares-1.72%2026-03-312026-05-12

HD HOME DEPOT INC716 shares0.14%2026-03-312026-05-12

UAUG INNOVATOR ETFS TRUST5.7K shares-17.53%2026-03-312026-05-12

PAYX PAYCHEX INC2.4K shares-2.86%2026-03-312026-05-12

Sponsored

INTC INTEL CORP5.1K sharesnew addition2026-03-312026-05-12

CAT CATERPILLAR INC313 sharesnew addition2026-03-312026-05-12

BJAN INNOVATOR ETFS TRUST4.0K shares0.00%2026-03-312026-05-12

FELG FIDELITY COVINGTON TRUST5.7K shares0.00%2026-03-312026-05-12

FAPR FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC240 sharesnew addition2026-03-312026-05-12

XTJL INNOVATOR ETFS TRUST5.5K sharesnew addition2026-03-312026-05-12

MTUM ISHARES TR851 shares0.00%2026-03-312026-05-12

Sponsored

NJR NEW JERSEY RES CORP3.7K sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC562 sharesnew addition2026-03-312026-05-12

FJUN FIRST TR EXCHNG TRADED FD VI3.6K shares-3.87%2026-03-312026-05-12

VTI

VANGUARD INDEX FDS

-9.69%

Shares146.3K

Event2026-03-31

Filed2026-05-12

CGSD

CAPITAL GRP FIXED INCM ETF T

9.44%

Shares1.5M

Event2026-03-31

Filed2026-05-12

CGCP

CAPITAL GRP FIXED INCM ETF T

7.03%

Shares1.2M

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.77%

Shares476.4K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

2.16%

Shares70.2K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

544.95%

Shares257.8K

Event2026-03-31

Filed2026-05-12

DOCT

FIRST TR EXCHNG TRADED FD VI

-8.24%

Shares238.5K

Event2026-03-31

Filed2026-05-12

COWZ

PACER FDS TR

5.81%

Shares161.1K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

3.34%

Shares140.5K

Event2026-03-31

Filed2026-05-12

IMCG

ISHARES TR

6.96%

Shares107.2K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

16.87%

Shares121.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

75.83%

Shares35.4K

Event2026-03-31

Filed2026-05-12

DMAR

FIRST TR EXCHNG TRADED FD VI

-0.52%

Shares156.7K

Event2026-03-31

Filed2026-05-12

GMAR

FIRST TR EXCHNG TRADED FD VI

0.40%

Shares138.7K

Event2026-03-31

Filed2026-05-12

GMAY

FIRST TR EXCHNG TRADED FD VI

-2.40%

Shares134.5K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

0.00%

Shares25.7K

Event2026-03-31

Filed2026-05-12

GSEP

FIRST TR EXCHNG TRADED FD VI

10.37%

Shares141.0K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

19.97%

Shares67.0K

Event2026-03-31

Filed2026-05-12

DSEP

FIRST TR EXCHNG TRADED FD VI

-4.93%

Shares95.8K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

-3.07%

Shares50.5K

Event2026-03-31

Filed2026-05-12

CGGR

CAPITAL GROUP GROWTH ETF

16.66%

Shares89.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-3.85%

Shares5.3K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-2.13%

Shares12.4K

Event2026-03-31

Filed2026-05-12

DAPR

FIRST TR EXCHNG TRADED FD VI

-5.00%

Shares64.3K

Event2026-03-31

Filed2026-05-12

DJUL

FIRST TR EXCHNG TRADED FD VI

-9.26%

Shares53.7K

Event2026-03-31

Filed2026-05-12

DJUN

FIRST TR EXCHNG TRADED FD VI

0.31%

Shares53.0K

Event2026-03-31

Filed2026-05-12

PMAY

INNOVATOR ETFS TRUST

-2.05%

Shares60.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

5.48%

Shares6.4K

Event2026-03-31

Filed2026-05-12

DJAN

FIRST TR EXCHNG TRADED FD VI

14.67%

Shares49.2K

Event2026-03-31

Filed2026-05-12

GJAN

FIRST TR EXCHNG TRADED FD VI

54.40%

Shares49.8K

Event2026-03-31

Filed2026-05-12

GDEC

FIRST TR EXCHNG TRADED FD VI

151.27%

Shares51.3K

Event2026-03-31

Filed2026-05-12

DDEC

FIRST TR EXCHNG TRADED FD VI

1.22%

Shares42.2K

Event2026-03-31

Filed2026-05-12

CGCB

CAPITAL GRP FIXED INCM ETF T

2.70%

Shares69.4K

Event2026-03-31

Filed2026-05-12

KJAN

INNOVATOR ETFS TRUST

-0.36%

Shares43.6K

Event2026-03-31

Filed2026-05-12

DFEB

FIRST TR EXCHNG TRADED FD VI

3.13%

Shares37.4K

Event2026-03-31

Filed2026-05-12

DAUG

FIRST TR EXCHNG TRADED FD VI

-3.25%

Shares38.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-24.69%

Shares5.5K

Event2026-03-31

Filed2026-05-12

UOCT

INNOVATOR ETFS TRUST

-1.82%

Shares40.6K

Event2026-03-31

Filed2026-05-12

KAPR

INNOVATOR ETFS TRUST

-0.08%

Shares41.8K

Event2026-03-31

Filed2026-05-12

DMAY

FIRST TR EXCHNG TRADED FD VI

-4.72%

Shares33.4K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

3.32%

Shares7.1K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

0.09%

Shares28.0K

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

0.24%

Shares5.0K

Event2026-03-31

Filed2026-05-12

GOCT

FIRST TR EXCHNG TRADED FD VI

-6.42%

Shares33.2K

Event2026-03-31

Filed2026-05-12

SPMO

INVESCO EXCH TRADED FD TR II

1.52%

Shares11.0K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-0.09%

Shares8.5K

Event2026-03-31

Filed2026-05-12

GJUL

FIRST TR EXCHNG TRADED FD VI

0.14%

Shares29.5K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-0.43%

Shares1.2K

Event2026-03-31

Filed2026-05-12

FAUG

FIRST TR EXCHNG TRADED FD VI

-2.09%

Shares22.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

4.89%

Shares6.5K

Event2026-03-31

Filed2026-05-12

SPSB

SPDR SERIES TRUST

-1.03%

Shares36.5K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

0.09%

Shares17.9K

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

-13.65%

Shares4.9K

Event2026-03-31

Filed2026-05-12

FSEP

FIRST TR EXCHNG TRADED FD VI

15.52%

Shares21.5K

Event2026-03-31

Filed2026-05-12

DNOV

FIRST TR EXCHNG TRADED FD VI

-1.61%

Shares22.1K

Event2026-03-31

Filed2026-05-12

BSEP

INNOVATOR ETFS TRUST

-0.06%

Shares21.5K

Event2026-03-31

Filed2026-05-12

CGMU

CAPITAL GRP FIXED INCM ETF T

12.86%

Shares35.3K

Event2026-03-31

Filed2026-05-12

UJUN

INNOVATOR ETFS TRUST

0.00%

Shares25.7K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-1.53%

Shares2.0K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-0.79%

Shares1.5K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-1.81%

Shares30.2K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.71%

Shares5.1K

Event2026-03-31

Filed2026-05-12

POCT

INNOVATOR ETFS TRUST

-0.57%

Shares20.2K

Event2026-03-31

Filed2026-05-12

EMLP

FIRST TR EXCHANGE-TRADED FD

10.95%

Shares19.8K

Event2026-03-31

Filed2026-05-12

SPGP

INVESCO EXCHANGE TRADED FD T

-89.81%

Shares7.8K

Event2026-03-31

Filed2026-05-12

KJUL

INNOVATOR ETFS TRUST

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-12

GFEB

FIRST TR EXCHNG TRADED FD VI

-0.34%

Shares20.0K

Event2026-03-31

Filed2026-05-12

UJAN

INNOVATOR ETFS TRUST

6.21%

Shares19.0K

Event2026-03-31

Filed2026-05-12

KOCT

INNOVATOR ETFS TRUST

0.00%

Shares23.1K

Event2026-03-31

Filed2026-05-12

GJUN

FIRST TR EXCHNG TRADED FD VI

-3.35%

Shares19.5K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

-16.40%

Shares10.5K

Event2026-03-31

Filed2026-05-12

UMAR

INNOVATOR ETFS TRUST

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-12

PJUL

INNOVATOR ETFS TRUST

-1.14%

Shares16.5K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-11.40%

Shares2.1K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-0.44%

Shares5.4K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

0.23%

Shares13.6K

Event2026-03-31

Filed2026-05-12

GAUG

FIRST TR EXCHNG TRADED FD VI

5.69%

Shares16.9K

Event2026-03-31

Filed2026-05-12

PSEP

INNOVATOR ETFS TRUST

-2.22%

Shares15.1K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

2.80%

Shares8.0K

Event2026-03-31

Filed2026-05-12

OMFL

INVESCO EXCH TRD SLF IDX FD

-6.14%

Shares10.4K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

-20.45%

Shares2.9K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

-2.36%

Shares4.1K

Event2026-03-31

Filed2026-05-12

IDA

IDACORP INC

6.91%

Shares4.2K

Event2026-03-31

Filed2026-05-12

PJAN

INNOVATOR ETFS TRUST

6.51%

Shares12.5K

Event2026-03-31

Filed2026-05-12

PMAR

INNOVATOR ETFS TRUST

-0.64%

Shares12.6K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

0.89%

Shares3.8K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

-1.68%

Shares3.6K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

4.68%

Shares1.2K

Event2026-03-31

Filed2026-05-12

PID

INVESCO EXCHANGE TRADED FD T

-12.55%

Shares22.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.49%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

4.72%

Shares1.7K

Event2026-03-31

Filed2026-05-12

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

GAPR

FIRST TR EXCHNG TRADED FD VI

4.18%

Shares11.6K

Event2026-03-31

Filed2026-05-12

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD WORLD FD

-10.27%

Shares4.0K

Event2026-03-31

Filed2026-05-12

USEP

INNOVATOR ETFS TRUST

-11.55%

Shares11.5K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

10.57%

Shares732

Event2026-03-31

Filed2026-05-12

UJUL

INNOVATOR ETFS TRUST

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-12

FMAY

FIRST TR EXCHNG TRADED FD VI

-23.92%

Shares7.9K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

0.22%

Shares4.2K

Event2026-03-31

Filed2026-05-12

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-12

UMAY

INNOVATOR ETFS TRUST

-26.01%

Shares10.9K

Event2026-03-31

Filed2026-05-12

BJUL

INNOVATOR ETFS TRUST

-0.34%

Shares7.9K

Event2026-03-31

Filed2026-05-12

XTOC

INNOVATOR ETFS TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-12

DTD

WISDOMTREE TR

-31.06%

Shares4.5K

Event2026-03-31

Filed2026-05-12

KSEP

INNOVATOR ETFS TRUST

-0.10%

Shares13.5K

Event2026-03-31

Filed2026-05-12

CGSM

CAPITAL GRP FIXED INCM ETF T

0.20%

Shares14.3K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.00%

Shares851

Event2026-03-31

Filed2026-05-12

GNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

6.56%

Shares1.7K

Event2026-03-31

Filed2026-05-12

PNOV

INNOVATOR ETFS TRUST

-0.84%

Shares8.8K

Event2026-03-31

Filed2026-05-12

BANR

BANNER CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

3.77%

Shares385

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

2.21%

Shares1.6K

Event2026-03-31

Filed2026-05-12

PPTA

PERPETUA RESOURCES CORP

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.00%

Shares487

Event2026-03-31

Filed2026-05-12

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-12

SMAY

FIRST TR EXCHNG TRADED FD VI

-0.39%

Shares11.5K

Event2026-03-31

Filed2026-05-12

UDEC

INNOVATOR ETFS TRUST

-13.82%

Shares7.8K

Event2026-03-31

Filed2026-05-12