Sponsored
The Analysis of XY Planning Network, Inc.'s Holdings & P&L
Currently, XY Planning Network, Inc. holds 273 types of securities in its portfolio with a total value $626.0M. In the most recent quarter, they have increased their positions in N/A (+6.1K shares, valued at $3.7M), BOXX (+17.3K shares, valued at $2.0M), SGOV (+20.0K shares, valued at $2.0M); decreased their positions in DFSD (-69.7K shares, valued at $3.3M), VTI (-9.1K shares, valued at $2.9M), IEMG (-17.6K shares, valued at $1.2M); initiated new positions in CORO (+58.4K shares, valued at $1.9M), ACWX (+24.4K shares, valued at $1.7M), GSST (+23.8K shares, valued at $1.2M).
1M P&L
+16.7M+2.72%
3M P&L
-28.4M-4.32%
HY P&L
+6.2M+1.00%
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/A551.1M
94.0%
2Semiconductors6.3M
1.1%
3Consumer Electronics6.2M
1.1%
Top Industries by Stock Count
1N/A223 stocks
85.4%
2Drug Manufacturers - General3 stocks
1.1%
3Oil & Gas Integrated3 stocks
1.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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DFAC
3.54%DIMENSIONAL ETF TRUST
Shares950.2K
Event2026-03-31
Filed2026-04-14
VTI
-7.95%VANGUARD INDEX FDS
Shares105.6K
Event2026-03-31
Filed2026-04-14
VANGUARD INDEX FDS
15.12%VANGUARD INDEX FDS
Shares46.5K
Event2026-03-31
Filed2026-04-14
DFIC
4.93%DIMENSIONAL ETF TRUST
Shares502.3K
Event2026-03-31
Filed2026-04-14
VEA
9.48%VANGUARD TAX-MANAGED FDS
Shares275.7K
Event2026-03-31
Filed2026-04-14
VCIT
12.31%VANGUARD SCOTTSDALE FDS
Shares209.7K
Event2026-03-31
Filed2026-04-14
DFCF
15.35%DIMENSIONAL ETF TRUST
Shares309.4K
Event2026-03-31
Filed2026-04-14
MUNI
15.88%PIMCO ETF TR
Shares217.0K
Event2026-03-31
Filed2026-04-14
BNDX
15.14%VANGUARD CHARLOTTE FDS
Shares234.0K
Event2026-03-31
Filed2026-04-14
SPMD
7.17%SPDR SERIES TRUST
Shares179.3K
Event2026-03-31
Filed2026-04-14
VXUS
-2.45%VANGUARD STAR FDS
Shares135.5K
Event2026-03-31
Filed2026-04-14
SPY
0.29%STATE STR SPDR S&P 500 ETF T
Shares14.7K
Event2026-03-31
Filed2026-04-14
DFGR
11.66%DIMENSIONAL ETF TRUST
Shares346.2K
Event2026-03-31
Filed2026-04-14
VWO
8.84%VANGUARD INTL EQUITY INDEX F
Shares166.3K
Event2026-03-31
Filed2026-04-14
DFEM
5.67%DIMENSIONAL ETF TRUST
Shares253.4K
Event2026-03-31
Filed2026-04-14
DFUS
6.56%DIMENSIONAL ETF TRUST
Shares113.1K
Event2026-03-31
Filed2026-04-14
IVV
19.96%ISHARES TR
Shares12.0K
Event2026-03-31
Filed2026-04-14
VTIP
10.21%VANGUARD MALVERN FDS
Shares157.7K
Event2026-03-31
Filed2026-04-14
DCOR
10.58%DIMENSIONAL ETF TRUST
Shares106.2K
Event2026-03-31
Filed2026-04-14
VUG
19.92%VANGUARD INDEX FDS
Shares17.2K
Event2026-03-31
Filed2026-04-14
XMHQ
22.14%INVESCO EXCHANGE TRADED FD T
Shares71.4K
Event2026-03-31
Filed2026-04-14
AVDV
7.19%AMERICAN CENTY ETF TR
Shares68.3K
Event2026-03-31
Filed2026-04-14
SPTI
20.45%SPDR SERIES TRUST
Shares227.4K
Event2026-03-31
Filed2026-04-14
NVDA
0.66%NVIDIA CORPORATION
Shares36.0K
Event2026-03-31
Filed2026-04-14
AAPL
-5.42%APPLE INC
Shares24.2K
Event2026-03-31
Filed2026-04-14
DFSV
19.80%DIMENSIONAL ETF TRUST
Shares169.0K
Event2026-03-31
Filed2026-04-14
SPSM
11.28%SPDR SERIES TRUST
Shares117.4K
Event2026-03-31
Filed2026-04-14
VGSH
-0.96%VANGUARD SCOTTSDALE FDS
Shares96.6K
Event2026-03-31
Filed2026-04-14
VCSH
4.09%VANGUARD SCOTTSDALE FDS
Shares66.5K
Event2026-03-31
Filed2026-04-14
VT
28.68%VANGUARD INTL EQUITY INDEX F
Shares36.0K
Event2026-03-31
Filed2026-04-14
SGOV
68.56%ISHARES TR
Shares49.3K
Event2026-03-31
Filed2026-04-14
SCHZ
3.81%SCHWAB STRATEGIC TR
Shares205.9K
Event2026-03-31
Filed2026-04-14
DYNF
26.52%BLACKROCK ETF TRUST
Shares77.5K
Event2026-03-31
Filed2026-04-14
SPYM
40.85%SPDR SERIES TRUST
Shares58.9K
Event2026-03-31
Filed2026-04-14
TPIF
10.03%TIMOTHY PLAN
Shares117.7K
Event2026-03-31
Filed2026-04-14
IVE
30.81%ISHARES TR
Shares19.4K
Event2026-03-31
Filed2026-04-14
AESR
0.00%TWO RDS SHARED TR
Shares233.7K
Event2026-03-31
Filed2026-04-14
DFAX
-14.96%DIMENSIONAL ETF TRUST
Shares114.2K
Event2026-03-31
Filed2026-04-14
SPHQ
6.98%INVESCO EXCHANGE TRADED FD T
Shares50.5K
Event2026-03-31
Filed2026-04-14
IVW
25.81%ISHARES TR
Shares30.4K
Event2026-03-31
Filed2026-04-14
REET
12.67%ISHARES TR
Shares136.2K
Event2026-03-31
Filed2026-04-14
VTV
23.90%VANGUARD INDEX FDS
Shares17.3K
Event2026-03-31
Filed2026-04-14
SPYG
5.60%SPDR SERIES TRUST
Shares34.3K
Event2026-03-31
Filed2026-04-14
UYLD
35.39%ANGEL OAK FUNDS TRUST
Shares63.6K
Event2026-03-31
Filed2026-04-14
DXJ
0.00%WISDOMTREE TR
Shares19.9K
Event2026-03-31
Filed2026-04-14
VUSB
25.78%VANGUARD BD INDEX FDS
Shares64.7K
Event2026-03-31
Filed2026-04-14
FBND
6.21%FIDELITY MERRIMACK STR TR
Shares70.1K
Event2026-03-31
Filed2026-04-14
PTL
13.66%NORTHERN LTS FD TR IV
Shares12.7K
Event2026-03-31
Filed2026-04-14
CME
-7.39%CME GROUP INC
Shares10.3K
Event2026-03-31
Filed2026-04-14
DUHP
5.54%DIMENSIONAL ETF TRUST
Shares81.3K
Event2026-03-31
Filed2026-04-14
AVEM
60.87%AMERICAN CENTY ETF TR
Shares37.0K
Event2026-03-31
Filed2026-04-14
SCHF
8.32%SCHWAB STRATEGIC TR
Shares113.9K
Event2026-03-31
Filed2026-04-14
DFAT
-12.68%DIMENSIONAL ETF TRUST
Shares44.3K
Event2026-03-31
Filed2026-04-14
EFV
17.17%ISHARES TR
Shares36.3K
Event2026-03-31
Filed2026-04-14
AVUS
19.93%AMERICAN CENTY ETF TR
Shares23.3K
Event2026-03-31
Filed2026-04-14
SCHD
-4.47%SCHWAB STRATEGIC TR
Shares85.3K
Event2026-03-31
Filed2026-04-14
SCHO
13.94%SCHWAB STRATEGIC TR
Shares106.7K
Event2026-03-31
Filed2026-04-14
AVUV
-3.90%AMERICAN CENTY ETF TR
Shares22.9K
Event2026-03-31
Filed2026-04-14
DISV
7.80%DIMENSIONAL ETF TRUST
Shares63.6K
Event2026-03-31
Filed2026-04-14
IWV
-4.05%ISHARES TR
Shares6.7K
Event2026-03-31
Filed2026-04-14
FLOT
16.82%ISHARES TR
Shares49.0K
Event2026-03-31
Filed2026-04-14
EMXC
-3.25%ISHARES INC
Shares31.0K
Event2026-03-31
Filed2026-04-14
BOXX
616.14%EA SERIES TRUST
Shares20.1K
Event2026-03-31
Filed2026-04-14
NUSC
2.60%NUSHARES ETF TR
Shares50.6K
Event2026-03-31
Filed2026-04-14
TPSC
12.48%TIMOTHY PLAN
Shares53.7K
Event2026-03-31
Filed2026-04-14
QUAL
8.37%ISHARES TR
Shares11.7K
Event2026-03-31
Filed2026-04-14
IUSV
2.07%ISHARES TR
Shares22.0K
Event2026-03-31
Filed2026-04-14
IUSB
15.61%ISHARES TR
Shares48.3K
Event2026-03-31
Filed2026-04-14
INVESCO QQQ TR
5.07%INVESCO QQQ TR
Shares3.7K
Event2026-03-31
Filed2026-04-14
ITOT
-10.00%ISHARES TR
Shares14.8K
Event2026-03-31
Filed2026-04-14
MOAT
-1.95%VANECK ETF TRUST
Shares21.2K
Event2026-03-31
Filed2026-04-14
USMV
-3.24%ISHARES TR
Shares22.0K
Event2026-03-31
Filed2026-04-14
EUSA
28.68%ISHARES INC
Shares19.9K
Event2026-03-31
Filed2026-04-14
ESGE
1.02%ISHARES INC
Shares43.8K
Event2026-03-31
Filed2026-04-14
DFGP
3.48%DIMENSIONAL ETF TRUST
Shares37.0K
Event2026-03-31
Filed2026-04-14
AFIF
-3.16%TWO RDS SHARED TR
Shares213.8K
Event2026-03-31
Filed2026-04-14
DFSU
0.68%DIMENSIONAL ETF TRUST
Shares47.2K
Event2026-03-31
Filed2026-04-14
MUB
20.09%ISHARES TR
Shares18.2K
Event2026-03-31
Filed2026-04-14
CORO
NewBLACKROCK ETF TRUST
Shares58.4K
Event2026-03-31
Filed2026-04-14
DMXF
3.31%ISHARES TR
Shares24.8K
Event2026-03-31
Filed2026-04-14
ACWV
-0.15%ISHARES INC
Shares15.2K
Event2026-03-31
Filed2026-04-14
BAI
42.99%BLACKROCK ETF TRUST
Shares52.1K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
1.21%ALPHABET INC
Shares5.9K
Event2026-03-31
Filed2026-04-14
NULG
2.62%NUSHARES ETF TR
Shares18.7K
Event2026-03-31
Filed2026-04-14
XTEN
33.66%BONDBLOXX ETF TRUST
Shares37.3K
Event2026-03-31
Filed2026-04-14
ACWX
NewISHARES TR
Shares24.4K
Event2026-03-31
Filed2026-04-14
AMZN
8.65%AMAZON COM INC
Shares8.0K
Event2026-03-31
Filed2026-04-14
IHDG
4.64%WISDOMTREE TR
Shares33.2K
Event2026-03-31
Filed2026-04-14
DFUV
-1.21%DIMENSIONAL ETF TRUST
Shares33.0K
Event2026-03-31
Filed2026-04-14
DFAI
1.72%DIMENSIONAL ETF TRUST
Shares40.2K
Event2026-03-31
Filed2026-04-14
IJH
34.03%ISHARES TR
Shares23.1K
Event2026-03-31
Filed2026-04-14
DFNM
6.76%DIMENSIONAL ETF TRUST
Shares32.7K
Event2026-03-31
Filed2026-04-14
GLDM
97.76%WORLD GOLD TR
Shares16.5K
Event2026-03-31
Filed2026-04-14
ISTB
23.90%ISHARES TR
Shares32.2K
Event2026-03-31
Filed2026-04-14
THRO
41.43%BLACKROCK ETF TRUST
Shares42.2K
Event2026-03-31
Filed2026-04-14
IJR
35.05%ISHARES TR
Shares12.2K
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL
28.80%BERKSHIRE HATHAWAY INC DEL
Shares3.2K
Event2026-03-31
Filed2026-04-14
JNJ
151.04%JOHNSON & JOHNSON
Shares6.2K
Event2026-03-31
Filed2026-04-14
DUSB
-11.14%DIMENSIONAL ETF TRUST
Shares29.0K
Event2026-03-31
Filed2026-04-14
ALPHABET INC
14.55%ALPHABET INC
Shares4.9K
Event2026-03-31
Filed2026-04-14
SCHA
0.49%SCHWAB STRATEGIC TR
Shares48.3K
Event2026-03-31
Filed2026-04-14
BROADCOM INC
-0.69%BROADCOM INC
Shares4.3K
Event2026-03-31
Filed2026-04-14
HIDE
17.80%EA SERIES TRUST
Shares56.6K
Event2026-03-31
Filed2026-04-14
DFAU
0.90%DIMENSIONAL ETF TRUST
Shares29.0K
Event2026-03-31
Filed2026-04-14
SPMO
42.97%INVESCO EXCH TRADED FD TR II
Shares11.4K
Event2026-03-31
Filed2026-04-14
VPLS
4.48%VANGUARD MALVERN FDS
Shares16.9K
Event2026-03-31
Filed2026-04-14
QMOM
3.60%EA SERIES TRUST
Shares18.7K
Event2026-03-31
Filed2026-04-14
QVAL
2.05%EA SERIES TRUST
Shares24.8K
Event2026-03-31
Filed2026-04-14
STIP
-2.80%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-04-14
DFIP
23.21%DIMENSIONAL ETF TRUST
Shares30.2K
Event2026-03-31
Filed2026-04-14
SPGM
0.00%SPDR INDEX SHS FDS
Shares16.2K
Event2026-03-31
Filed2026-04-14
USHY
2.46%ISHARES TR
Shares33.2K
Event2026-03-31
Filed2026-04-14
MBB
33.77%ISHARES TR
Shares12.8K
Event2026-03-31
Filed2026-04-14
BINC
23.19%BLACKROCK ETF TRUST II
Shares23.2K
Event2026-03-31
Filed2026-04-14
GSST
NewGOLDMAN SACHS ETF TR
Shares23.8K
Event2026-03-31
Filed2026-04-14
MSFT
7.02%MICROSOFT CORP
Shares3.2K
Event2026-03-31
Filed2026-04-14
DFAS
0.61%DIMENSIONAL ETF TRUST
Shares16.6K
Event2026-03-31
Filed2026-04-14
USFR
-23.44%WISDOMTREE TR
Shares23.3K
Event2026-03-31
Filed2026-04-14
XOM
55.29%EXXON MOBIL CORP
Shares7.2K
Event2026-03-31
Filed2026-04-14
INVESCO EXCHANGE TRADED FD T
13.06%INVESCO EXCHANGE TRADED FD T
Shares6.0K
Event2026-03-31
Filed2026-04-14
CBOE
-8.45%CBOE GLOBAL MKTS INC
Shares4.1K
Event2026-03-31
Filed2026-04-14
JCPB
105.31%J P MORGAN EXCHANGE TRADED F
Shares23.9K
Event2026-03-31
Filed2026-04-14
WMT
6.07%WALMART INC
Shares8.7K
Event2026-03-31
Filed2026-04-14
ESGD
-0.42%ISHARES TR
Shares10.7K
Event2026-03-31
Filed2026-04-14
DFIV
26.94%DIMENSIONAL ETF TRUST
Shares18.9K
Event2026-03-31
Filed2026-04-14
BSCS
-38.69%INVESCO EXCH TRD SLF IDX FD
Shares49.2K
Event2026-03-31
Filed2026-04-14
BSCR
-38.03%INVESCO EXCH TRD SLF IDX FD
Shares50.8K
Event2026-03-31
Filed2026-04-14
BSCQ
-37.18%INVESCO EXCH TRD SLF IDX FD
Shares50.6K
Event2026-03-31
Filed2026-04-14
IGSB
-3.16%ISHARES TR
Shares18.1K
Event2026-03-31
Filed2026-04-14
VOE
0.81%VANGUARD INDEX FDS
Shares5.1K
Event2026-03-31
Filed2026-04-14
IEFA
49.04%ISHARES TR
Shares10.2K
Event2026-03-31
Filed2026-04-14
CAT
17.60%CATERPILLAR INC
Shares1.3K
Event2026-03-31
Filed2026-04-14
NTSX
NewWISDOMTREE TR
Shares17.5K
Event2026-03-31
Filed2026-04-14
IAGG
46.21%ISHARES TR
Shares18.4K
Event2026-03-31
Filed2026-04-14
JEPI
22.66%J P MORGAN EXCHANGE TRADED F
Shares16.1K
Event2026-03-31
Filed2026-04-14
VGT
105.33%VANGUARD WORLD FD
Shares1.3K
Event2026-03-31
Filed2026-04-14
NULV
5.40%NUSHARES ETF TR
Shares19.1K
Event2026-03-31
Filed2026-04-14
MDYG
0.00%SPDR SERIES TRUST
Shares9.0K
Event2026-03-31
Filed2026-04-14
JPST
37.54%J P MORGAN EXCHANGE TRADED F
Shares17.1K
Event2026-03-31
Filed2026-04-14
SMMV
0.90%ISHARES TR
Shares19.6K
Event2026-03-31
Filed2026-04-14
DUKE ENERGY CORP NEW
3.42%DUKE ENERGY CORP NEW
Shares6.5K
Event2026-03-31
Filed2026-04-14
XSOE
44.17%WISDOMTREE TR
Shares21.1K
Event2026-03-31
Filed2026-04-14
SUB
157.57%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-04-14
GOVT
NewISHARES TR
Shares36.2K
Event2026-03-31
Filed2026-04-14
VBK
0.22%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-04-14
SPTS
59.82%SPDR SERIES TRUST
Shares28.3K
Event2026-03-31
Filed2026-04-14
XLV
3.64%SELECT SECTOR SPDR TR
Shares5.5K
Event2026-03-31
Filed2026-04-14
SHY
-0.74%ISHARES TR
Shares9.9K
Event2026-03-31
Filed2026-04-14
SPEM
22.44%SPDR INDEX SHS FDS
Shares17.2K
Event2026-03-31
Filed2026-04-14
ESGU
-11.51%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-04-14
IEMG
-60.84%ISHARES INC
Shares11.3K
Event2026-03-31
Filed2026-04-14
IWD
NewISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-04-14
PYLD
NewPIMCO ETF TR
Shares29.0K
Event2026-03-31
Filed2026-04-14
VYM
6.21%VANGUARD WHITEHALL FDS
Shares5.0K
Event2026-03-31
Filed2026-04-14
SHLD
44.85%GLOBAL X FDS
Shares10.1K
Event2026-03-31
Filed2026-04-14
VV
0.04%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-14
JPM
-8.04%JPMORGAN CHASE & CO
Shares2.5K
Event2026-03-31
Filed2026-04-14
BRK.A
-50.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-04-14
MO
6.46%ALTRIA GROUP INC
Shares10.9K
Event2026-03-31
Filed2026-04-14
BIL
0.24%SPDR SERIES TRUST
Shares7.8K
Event2026-03-31
Filed2026-04-14
BIBL
-1.43%NORTHERN LTS FD TR IV
Shares14.8K
Event2026-03-31
Filed2026-04-14
SCHR
23.44%SCHWAB STRATEGIC TR
Shares27.4K
Event2026-03-31
Filed2026-04-14
CAOS
24.35%EA SERIES TRUST
Shares7.3K
Event2026-03-31
Filed2026-04-14
COST
-3.62%COSTCO WHOLESALE CORPORATION
Shares665
Event2026-03-31
Filed2026-04-14
V
6.48%VISA INC
Shares2.2K
Event2026-03-31
Filed2026-04-14
RLY
0.00%SSGA ACTIVE ETF TR
Shares17.7K
Event2026-03-31
Filed2026-04-14
IMOM
-4.65%EA SERIES TRUST
Shares15.6K
Event2026-03-31
Filed2026-04-14
IVAL
-3.13%EA SERIES TRUST
Shares18.2K
Event2026-03-31
Filed2026-04-14
GLD
82.02%SPDR GOLD TR
Shares1.4K
Event2026-03-31
Filed2026-04-14
QGRW
NewWISDOMTREE TR
Shares11.5K
Event2026-03-31
Filed2026-04-14
BGRN
1.50%ISHARES TR
Shares13.1K
Event2026-03-31
Filed2026-04-14
PTLC
-62.55%PACER FDS TR
Shares11.6K
Event2026-03-31
Filed2026-04-14
IEF
-6.58%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-04-14
PM
28.51%PHILIP MORRIS INTL INC
Shares3.8K
Event2026-03-31
Filed2026-04-14
BOND
19.48%PIMCO ETF TR
Shares6.4K
Event2026-03-31
Filed2026-04-14
DFSI
0.16%DIMENSIONAL ETF TRUST
Shares13.4K
Event2026-03-31
Filed2026-04-14
BSCT
-59.34%INVESCO EXCH TRD SLF IDX FD
Shares30.7K
Event2026-03-31
Filed2026-04-14
CVX
NewCHEVRON CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-04-14
NEAR
52.78%ISHARES U S ETF TR
Shares10.8K
Event2026-03-31
Filed2026-04-14
BSV
102.05%VANGUARD BD INDEX FDS
Shares6.9K
Event2026-03-31
Filed2026-04-14
PG
-0.40%PROCTER & GAMBLE CO
Shares3.7K
Event2026-03-31
Filed2026-04-14
HD
40.63%HOME DEPOT INC
Shares1.6K
Event2026-03-31
Filed2026-04-14
VBR
-18.66%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-14
FRDM
-6.77%EA SERIES TRUST
Shares9.3K
Event2026-03-31
Filed2026-04-14
META
5.56%META PLATFORMS INC
Shares874
Event2026-03-31
Filed2026-04-14
GDE
-43.00%WISDOMTREE TR
Shares7.8K
Event2026-03-31
Filed2026-04-14
VCEB
-0.54%VANGUARD WORLD FD
Shares7.9K
Event2026-03-31
Filed2026-04-14
DIHP
108.56%DIMENSIONAL ETF TRUST
Shares15.1K
Event2026-03-31
Filed2026-04-14
MCD
3.25%MCDONALDS CORP
Shares1.5K
Event2026-03-31
Filed2026-04-14
XT
NewISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-14
WFC
NewWELLS FARGO & CO
Shares5.6K
Event2026-03-31
Filed2026-04-14
WM
0.26%WASTE MGMT INC DEL
Shares1.9K
Event2026-03-31
Filed2026-04-14
WTV
-30.66%WISDOMTREE TR
Shares4.7K
Event2026-03-31
Filed2026-04-14
DFAE
11.19%DIMENSIONAL ETF TRUST
Shares12.4K
Event2026-03-31
Filed2026-04-14
JAAA
37.34%JANUS DETROIT STR TR
Shares8.4K
Event2026-03-31
Filed2026-04-14
IDV
10.49%ISHARES TR
Shares9.7K
Event2026-03-31
Filed2026-04-14
GCC
1.20%WISDOMTREE TR
Shares17.3K
Event2026-03-31
Filed2026-04-14
VGIT
11.69%VANGUARD SCOTTSDALE FDS
Shares6.9K
Event2026-03-31
Filed2026-04-14
AGG
35.53%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-04-14
DE
NewDEERE & CO
Shares712
Event2026-03-31
Filed2026-04-14
EA SERIES TRUST
0.00%EA SERIES TRUST
Shares8.5K
Event2026-03-31
Filed2026-04-14
LQD
NewISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-14
SCHH
-17.21%SCHWAB STRATEGIC TR
Shares18.2K
Event2026-03-31
Filed2026-04-14
IWP
6.33%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-14
ORCL
61.03%ORACLE CORP
Shares2.7K
Event2026-03-31
Filed2026-04-14
IWB
0.09%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-14
VNQ
66.53%VANGUARD INDEX FDS
Shares4.3K
Event2026-03-31
Filed2026-04-14
IWS
6.64%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-14
VIG
25.88%VANGUARD SPECIALIZED FUNDS
Shares1.8K
Event2026-03-31
Filed2026-04-14
AVES
5.67%AMERICAN CENTY ETF TR
Shares6.2K
Event2026-03-31
Filed2026-04-14
DGCB
0.77%DIMENSIONAL ETF TRUST
Shares6.8K
Event2026-03-31
Filed2026-04-14
DFSB
0.00%DIMENSIONAL ETF TRUST
Shares7.1K
Event2026-03-31
Filed2026-04-14
DFAW
8.98%DIMENSIONAL ETF TRUST
Shares4.8K
Event2026-03-31
Filed2026-04-14
VB
0.38%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-04-14
XLU
NewSELECT SECTOR SPDR TR
Shares7.6K
Event2026-03-31
Filed2026-04-14
TSLA
-12.93%TESLA INC
Shares909
Event2026-03-31
Filed2026-04-14
GJUL
0.00%FIRST TR EXCHNG TRADED FD VI
Shares8.4K
Event2026-03-31
Filed2026-04-14
MS
13.94%MORGAN STANLEY
Shares2.1K
Event2026-03-31
Filed2026-04-14
BALT
NewINNOVATOR ETFS TRUST
Shares9.9K
Event2026-03-31
Filed2026-04-14
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares534
Event2026-03-31
Filed2026-04-14
SUSC
0.24%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-04-14
BLCR
NewBLACKROCK ETF TRUST
Shares7.9K
Event2026-03-31
Filed2026-04-14
DBMF
NewLITMAN GREGORY FDS TR
Shares10.8K
Event2026-03-31
Filed2026-04-14
EFA
-1.14%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-14
BSCU
-65.82%INVESCO EXCH TRD SLF IDX FD
Shares19.3K
Event2026-03-31
Filed2026-04-14
BSCV
1.13%INVESCO EXCH TRD SLF IDX FD
Shares19.5K
Event2026-03-31
Filed2026-04-14
DFGX
19.75%DIMENSIONAL ETF TRUST
Shares6.0K
Event2026-03-31
Filed2026-04-14
MTUM
35.93%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-14
EFG
NewISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-14
SCHM
-0.18%SCHWAB STRATEGIC TR
Shares9.9K
Event2026-03-31
Filed2026-04-14
STOT
16.93%SSGA ACTIVE TR
Shares6.6K
Event2026-03-31
Filed2026-04-14
TGRW
0.00%T ROWE PRICE ETF INC
Shares7.4K
Event2026-03-31
Filed2026-04-14
SLYV
-0.96%SPDR SERIES TRUST
Shares3.2K
Event2026-03-31
Filed2026-04-14
ACIO
NewETF SER SOLUTIONS
Shares7.2K
Event2026-03-31
Filed2026-04-14
AXP
14.84%AMERICAN EXPRESS CO
Shares998
Event2026-03-31
Filed2026-04-14
SPTM
10.01%SPDR SERIES TRUST
Shares3.8K
Event2026-03-31
Filed2026-04-14
IWY
2.53%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-14
ISHARES GOLD TR
-9.35%ISHARES GOLD TR
Shares3.3K
Event2026-03-31
Filed2026-04-14
AVNM
0.00%AMERICAN CENTY ETF TR
Shares3.8K
Event2026-03-31
Filed2026-04-14
VTEC
0.00%VANGUARD CALIF TAX FREE FDS
Shares2.9K
Event2026-03-31
Filed2026-04-14
ABBV
-0.08%ABBVIE INC
Shares1.3K
Event2026-03-31
Filed2026-04-14
FTEC
-6.69%FIDELITY COVINGTON TRUST
Shares1.3K
Event2026-03-31
Filed2026-04-14
SPMB
NewSPDR SERIES TRUST
Shares12.3K
Event2026-03-31
Filed2026-04-14
NANR
9.56%SPDR INDEX SHS FDS
Shares3.3K
Event2026-03-31
Filed2026-04-14
LLY
19.83%ELI LILLY & CO
Shares284
Event2026-03-31
Filed2026-04-14
MERCK & CO INC
NewMERCK & CO INC
Shares2.2K
Event2026-03-31
Filed2026-04-14
IYW
-25.70%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-14
IBIT
46.60%ISHARES BITCOIN TRUST ETF
Shares6.8K
Event2026-03-31
Filed2026-04-14
TLH
-3.70%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-14
VWOB
2.60%VANGUARD WHITEHALL FDS
Shares3.9K
Event2026-03-31
Filed2026-04-14
JPIE
13.69%J P MORGAN EXCHANGE TRADED F
Shares5.5K
Event2026-03-31
Filed2026-04-14
MCK
11.11%MCKESSON CORP
Shares290
Event2026-03-31
Filed2026-04-14
DFSD
-93.05%DIMENSIONAL ETF TRUST
Shares5.2K
Event2026-03-31
Filed2026-04-14
IDUB
NewETF SER SOLUTIONS
Shares9.7K
Event2026-03-31
Filed2026-04-14
VMBS
NewVANGUARD SCOTTSDALE FDS
Shares5.1K
Event2026-03-31
Filed2026-04-14
KO
-11.35%COCA COLA CO
Shares3.1K
Event2026-03-31
Filed2026-04-14
VZ
NewVERIZON COMMUNICATIONS INC
Shares4.8K
Event2026-03-31
Filed2026-04-14
VO
NewVANGUARD INDEX FDS
Shares808
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP
NewLAM RESEARCH CORP
Shares1.0K
Event2026-03-31
Filed2026-04-14
DFSE
0.20%DIMENSIONAL ETF TRUST
Shares5.4K
Event2026-03-31
Filed2026-04-14
BIV
-31.99%VANGUARD BD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-04-14
BLV
NewVANGUARD BD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-04-14
XLP
0.04%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-03-31
Filed2026-04-14
BND
-19.47%VANGUARD BD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-04-14
PWR
NewQUANTA SVCS INC
Shares389
Event2026-03-31
Filed2026-04-14
FITB
3.61%FIFTH THIRD BANCORP
Shares4.6K
Event2026-03-31
Filed2026-04-14
XEL
NewXCEL ENERGY INC
Shares2.7K
Event2026-03-31
Filed2026-04-14
BP
NewBP PLC
Shares4.6K
Event2026-03-31
Filed2026-04-14
HYMB
1.79%SPDR SERIES TRUST
Shares8.6K
Event2026-03-31
Filed2026-04-14
UNH
-46.13%UNITEDHEALTH GROUP INC
Shares772
Event2026-03-31
Filed2026-04-14
LDUR
NewPIMCO ETF TR
Shares2.2K
Event2026-03-31
Filed2026-04-14
MINT
NewPIMCO ETF TR
Shares2.0K
Event2026-03-31
Filed2026-04-14
NFLX
-5.91%NETFLIX INC.
Shares2.1K
Event2026-03-31
Filed2026-04-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available