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The Analysis of Your Advocates Ltd., LLP's Holdings & P&L

Currently, Your Advocates Ltd., LLP holds 232 types of securities in its portfolio with a total value $327.9M. In the most recent quarter, they have increased their positions in DCOR (+64.6K shares, valued at $4.7M), SCHR (+131.7K shares, valued at $3.3M), SPIB (+56.6K shares, valued at $1.9M); decreased their positions in BOND (-9.4K shares, valued at $868.0K), N/A (-96.7K shares, valued at $800.4K), GLD (-859 shares, valued at $369.6K); initiated new positions in VXUS (+6.1K shares, valued at $467.3K), N/A (+3.3K shares, valued at $183.2K), IVE (+687 shares, valued at $145.1K).

1M P&L

+8.0M+2.47%

3M P&L

+8.4M+2.60%

HY P&L

+35.0M+11.76%

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/A317.2M

96.9%

2Oil & Gas Integrated3.1M

1.0%

3Oil & Gas E&P2.6M

0.8%

Top Industries by Stock Count

1N/A92 stocks

41.8%

2Software - Infrastructure5 stocks

2.3%

3Aerospace & Defense5 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DCOR Dimensional US Core1.1M shares6.47%2026-03-312026-04-30

DFIC Dimensional ETF Int'l Core Equity 21.3M shares2.74%2026-03-312026-04-30

DFEM Dimensional ETF Emerg. Markets Core Equity877.2K shares1.11%2026-03-312026-04-30

SCHR Schwab Intermediate Term US Treas1.0M shares15.11%2026-03-312026-04-30

DFAS Dimensional US Small Cap ETF346.8K shares5.16%2026-03-312026-04-30

SPIB SPDR Intermediate Term Corporate682.6K shares9.05%2026-03-312026-04-30

FNDX Schwab Fundamental US Large Company ETF768.2K shares2.98%2026-03-312026-04-30

GLD SPDR Gold Trust43.9K shares-1.92%2026-03-312026-04-30

Sponsored

BSV Vanguard Short-Term Bond ETF211.8K shares5.52%2026-03-312026-04-30

FNDF Schwab Fundamental Intl Lg Co ETF246.6K shares2.47%2026-03-312026-04-30

FNDE Schwab Fundamental Emerg Mkts Lg Co ETF222.1K shares1.58%2026-03-312026-04-30

FNDA Schwab Fundamental US Small Company ETF210.5K shares3.43%2026-03-312026-04-30

XOM Exxon Mobil Corporation18.4K shares0.26%2026-03-312026-04-30

COP Conocophillips19.9K shares14.27%2026-03-312026-04-30

SPY S P D R S&P 500 Etf Tr2.4K shares8.32%2026-03-312026-04-30

AAPL Apple Inc5.6K shares-0.43%2026-03-312026-04-30

Sponsored

VTI Vanguard Total Stock Mkt3.8K shares257.02%2026-03-312026-04-30

AHLT American Beacon AHL Trend ETF27.6K shares27.96%2026-03-312026-04-30

UAPR Innovator US Equity16.6K shares0.00%2026-03-312026-04-30

SCHB Schwab US Broad Market19.5K shares0.25%2026-03-312026-04-30

VXUS VANGUARD STAR FD TL INTL STK F ETF6.1K sharesnew addition2026-03-312026-04-30

SCHX Schwab US Large Cap ETF15.4K shares0.02%2026-03-312026-04-30

FLIA Franklin Liberty International Aggregate Bond ETF16.8K shares-4.65%2026-03-312026-04-30

ACM Aecom3.8K shares-8.75%2026-03-312026-04-30

Sponsored

DEM WisdomTree Emerging Markets High Dividend ETF4.5K shares-7.95%2026-03-312026-04-30

BOND Pimco Active Bond ETF2.2K shares-80.80%2026-03-312026-04-30

Monopar Therapeutics Equ Monopar Therapeutics Equ3.3K sharesnew addition2026-03-312026-04-30

IEFA Ishares Core Msci Eafe2.0K shares0.00%2026-03-312026-04-30

MSFT Microsoft Corp486 shares-5.45%2026-03-312026-04-30

Vanguard S&P 500 ETF SHS Vanguard S&P 500 ETF SHS282 shares-7.24%2026-03-312026-04-30

SLB Schlumberger Ltd3.3K shares0.00%2026-03-312026-04-30

TSLA Tesla Motors Inc440 shares0.00%2026-03-312026-04-30

Sponsored

MPC MARATHON PETE CORP663 shares0.00%2026-03-312026-04-30

SUSL iShares ESG MSCI USA Leaders ETF1.4K shares166.35%2026-03-312026-04-30

VT Vanguard Total World Stock1.1K shares17.96%2026-03-312026-04-30

IVE Ishares S&P 500 Value687 sharesnew addition2026-03-312026-04-30

IVW Ishares S&P 500 Growth1.1K sharesnew addition2026-03-312026-04-30

FTI Technipfmc Plc1.7K shares0.00%2026-03-312026-04-30

FDX Fedex Corporation331 shares0.00%2026-03-312026-04-30

BSVO Ea Bridgeway Omni Sml4.2K shares0.00%2026-03-312026-04-30

Sponsored

ITOT iShares Core S&P Total US Stock Mkt ETF727 shares-16.72%2026-03-312026-04-30

GE General Electric Company350 shares0.00%2026-03-312026-04-30

SPTS SPDR Short Term Treasury ETF3.4K shares561.76%2026-03-312026-04-30

AMZN Amazon Com Inc470 shares1.51%2026-03-312026-04-30

DIA Spdr Dow Jones Indl Avg192 shares35.21%2026-03-312026-04-30

IWM IShares Russell 2000336 shares32.28%2026-03-312026-04-30

ALL Allstate Corporation400 shares0.00%2026-03-312026-04-30

KO Coca Cola Company1.1K shares0.00%2026-03-312026-04-30

Sponsored

SPTI SPDR Series Trust Portfolio Intermediate Term ETF2.8K shares8.85%2026-03-312026-04-30

GEV Ge Vernova Inc87 shares0.00%2026-03-312026-04-30

AVUV AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA678 sharesnew addition2026-03-312026-04-30

MCO Moodys Corp171 shares0.00%2026-03-312026-04-30

IAU Ishares Gold Etf817 shares-1.57%2026-03-312026-04-30

AVDE Avantis International818 shares0.00%2026-03-312026-04-30

TOST Toast Inc Class A2.6K shares3.99%2026-03-312026-04-30

CTVA Corteva Inc810 shares0.00%2026-03-312026-04-30

Sponsored

HPQ Hewlett-Packard Company3.5K shares0.00%2026-03-312026-04-30

AGG Ishares Tr Barclays Fund618 shares-17.60%2026-03-312026-04-30

PXF FTSE RAFI Internat'l Dev Mkts860 shares0.00%2026-03-312026-04-30

ProShares UltraPro Short S&P 500 ProShares UltraPro Short S&P 5001.0K sharesnew addition2026-03-312026-04-30

WTV Wisdomtree U.S. Value588 sharesnew addition2026-03-312026-04-30

IEMG Ishares Core Msci795 shares0.00%2026-03-312026-04-30

ESGD iShares ESG Aware MSCI EAFE ETF573 shares-16.72%2026-03-312026-04-30

PEP Pepsico Incorporated349 shares0.87%2026-03-312026-04-30

Sponsored

HD Home Depot Inc146 shares0.00%2026-03-312026-04-30

GRMN Garmin Ltd200 shares0.00%2026-03-312026-04-30

ADP Auto Data Processing227 shares0.00%2026-03-312026-04-30

ESML iShare ESG Aware MSCI940 shares99.15%2026-03-312026-04-30

PRFZ FTSE RAFI US 1500 Small Cap956 shares-16.51%2026-03-312026-04-30

WFC Wells Fargo & Co New550 shares0.00%2026-03-312026-04-30

SHOP Shopify Inc360 shares-6.49%2026-03-312026-04-30

Sap SE Ordf Sap SE Ordf250 shares0.00%2026-03-312026-04-30

Sponsored

SCHE Schwab Emerging Markets Equity ETF1.3K shares0.00%2026-03-312026-04-30

CQP Cheniere Energy Inc145 shares0.00%2026-03-312026-04-30

UNH Unitedhealth Group Inc150 shares0.00%2026-03-312026-04-30

XOP Spdr S&P Oil & Gas Expl & Prod222 shares0.00%2026-03-312026-04-30

COST Costco Whsl Corp New40 shares0.00%2026-03-312026-04-30

KEYS Keysight Tech Inc140 shares0.00%2026-03-312026-04-30

IVV iShares Core S&P 500 ETF65 shares-54.86%2026-03-312026-04-30

NVDA Nvidia Corp223 shares-4.70%2026-03-312026-04-30

Sponsored

DD1 Du Pont E I De Nemour&Co811 shares0.00%2026-03-312026-04-30

VO Vanguard Mid Cap ETF124 shares0.00%2026-03-312026-04-30

DFSI Dimensnl Interntl Sus825 shares-43.49%2026-03-312026-04-30

IWP iShares Russell Mid Cap267 shares2866.67%2026-03-312026-04-30

Broadcom Inc Broadcom Inc110 shares0.00%2026-03-312026-04-30

A Agilent Technologies Inc296 shares0.00%2026-03-312026-04-30

DELL1 Dell Inc200 shares0.00%2026-03-312026-04-30

XSMO Invesco S & P Smlcp420 sharesnew addition2026-03-312026-04-30

Sponsored

DD Dow Chemical Company750 shares0.00%2026-03-312026-04-30

FENI Fidelity Enhanced833 sharesnew addition2026-03-312026-04-30

VTV Vanguard Value155 shares0.00%2026-03-312026-04-30

GTO Invesco Total Return614 sharesnew addition2026-03-312026-04-30

SPEM SPDR Portfolio Emerging Markets ETF611 shares0.00%2026-03-312026-04-30

HELO Jpmorgn Hedgd Eqty Lad447 sharesnew addition2026-03-312026-04-30

VB Vanguard Small Cap Etf109 shares0.00%2026-03-312026-04-30

IJR Ishares Core S&P Small227 shares0.00%2026-03-312026-04-30

Sponsored

VEA Vanguard MSCI EAFE ETF440 shares-63.76%2026-03-312026-04-30

Rail Vision Ltd Rail Vision Ltd3.3K shares-96.67%2026-03-312026-04-30

MCD Mc Donalds Corp88 shares0.00%2026-03-312026-04-30

URI United Rentals Inc37 shares0.00%2026-03-312026-04-30

QCOM Qualcomm Inc200 sharesnew addition2026-03-312026-04-30

PRF FTSE RAFI 1000 US Lg Cap533 shares0.00%2026-03-312026-04-30

CAT Caterpillar Inc35 shares0.00%2026-03-312026-04-30

OPPJ Wisdomtree Japan Hedged444 shares0.00%2026-03-312026-04-30

Sponsored

FBND Fidelity Total Bond Etf502 sharesnew addition2026-03-312026-04-30

York Space Sys Inc York Space Sys Inc1.0K sharesnew addition2026-03-312026-04-30

SBUX Starbucks Corp240 shares0.00%2026-03-312026-04-30

WMT Wal-Mart Stores Inc168 shares0.00%2026-03-312026-04-30

UNP Union Pacific Corp85 shares0.00%2026-03-312026-04-30

GOVT iShares Trust US Treasury Bond ETF873 shares-39.63%2026-03-312026-04-30

SCHF Schwab International Equity ETF786 shares0.00%2026-03-312026-04-30

APH Amphenol Corp Cl A150 shares0.00%2026-03-312026-04-30

Sponsored

EAGG iShares ESG U.S. Aggregate Bond ETF378 shares0.00%2026-03-312026-04-30

YUM Yum Brands Inc115 shares0.88%2026-03-312026-04-30

PXH FTSE RAFI Emerg Mkts655 shares0.00%2026-03-312026-04-30

DFAW Dimensional World Equity229 sharesnew addition2026-03-312026-04-30

MGK Vanguard Mega Cap Growth45 shares0.00%2026-03-312026-04-30

CAG Conagra Brands Inc1.0K shares1.90%2026-03-312026-04-30

DFEV DFA Emerging Mkts Value ETF427 shares0.00%2026-03-312026-04-30

GMOI Gmo International Value370 sharesnew addition2026-03-312026-04-30

Sponsored

SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF273 shares0.00%2026-03-312026-04-30

IEV iShares S&P Euro163 shares0.00%2026-03-312026-04-30

AME Ametek Inc50 shares0.00%2026-03-312026-04-30

VOE Vanguard Mid Cap Value58 shares0.00%2026-03-312026-04-30

NFLX Netflix Inc110 shares0.00%2026-03-312026-04-30

TRV Travelers Companies35 shares0.00%2026-03-312026-04-30

SUSB iShares ESG 1-5 Year USD Corporate Bond ETF406 shares-24.95%2026-03-312026-04-30

RSG Republic Services45 shares0.00%2026-03-312026-04-30

Sponsored

CRWD Crowdstrike Hldgs Inc25 shares-10.71%2026-03-312026-04-30

MS Morgan Stanley56 shares0.00%2026-03-312026-04-30

TSCO Tractor Supply Comp200 shares0.00%2026-03-312026-04-30

TEM Tempus AI Inc200 shares-33.33%2026-03-312026-04-30

OXY Occidental Pete Corp136 shares-97.27%2026-03-312026-04-30

USB U S Bancorp Del New165 shares0.00%2026-03-312026-04-30

BNDW Vanguard Total World124 sharesnew addition2026-03-312026-04-30

GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund49 shares0.00%2026-03-312026-04-30

Sponsored

VIK Viking Holdings Ltd100 shares0.00%2026-03-312026-04-30

SYK Stryker Corp20 shares0.00%2026-03-312026-04-30

ITW Illinois Tool Works Inc25 shares0.00%2026-03-312026-04-30

EQT Equitable Resources Inc100 shares0.00%2026-03-312026-04-30

AMGN Amgen Incorporated18 shares0.00%2026-03-312026-04-30

ATR Aptargroup Inc50 shares0.00%2026-03-312026-04-30

ASTS Ast Spacemobile Inc75 shares22.95%2026-03-312026-04-30

XYL Xylem Inc50 shares0.00%2026-03-312026-04-30

Sponsored

CGNX Cognex Corp121 shares0.00%2026-03-312026-04-30

FIS Fidelity Natl Info125 shares-17.22%2026-03-312026-04-30

GOOGL Google Inc Class A20 shares0.00%2026-03-312026-04-30

YUMC Yum China Holdings Inc115 shares0.88%2026-03-312026-04-30

ASML Asml Holding N V4 sharesnew addition2026-03-312026-04-30

MJSC Rbb Fd Tr Mufg Japan94 sharesnew addition2026-03-312026-04-30

DFJ Wisdomtree Japan Smalcp49 sharesnew addition2026-03-312026-04-30

TMO Thermo Fisher Scientific10 shares0.00%2026-03-312026-04-30

Sponsored

SNPS Synopsys Inc12 shares0.00%2026-03-312026-04-30

VRSK Verisk Analytics Inc Cla25 shares0.00%2026-03-312026-04-30

DHR Danaher Corp Del25 shares0.00%2026-03-312026-04-30

CPNG Coupang Inc250 shares0.00%2026-03-312026-04-30

PBW Invesco ETF D TR WILDERHIL CLAN ETF131 shares0.00%2026-03-312026-04-30

SCHV Schwab U.S. Large-Cap123 sharesnew addition2026-03-312026-04-30

NOW Service Now Inc35 shares40.00%2026-03-312026-04-30

DXC D X C Technology Com287 shares0.00%2026-03-312026-04-30

Sponsored

UBER Uber Technologies Inc Com50 sharesnew addition2026-03-312026-04-30

CP Canadian Pac Railway45 shares0.00%2026-03-312026-04-30

LULU Lululemon Athletica22 shares0.00%2026-03-312026-04-30

AXP American Express Company10 shares0.00%2026-03-312026-04-30

ANET Arista Networks Inc25 shares0.00%2026-03-312026-04-30

AUPH Aurinia Pharmaceutic200 shares0.00%2026-03-312026-04-30

GEHC GE HealthCare Technologies Inc Common Stock41 shares0.00%2026-03-312026-04-30

SPOT Spotify Technology6 shares-40.00%2026-03-312026-04-30

Sponsored

FI Fiserv Inc50 shares0.00%2026-03-312026-04-30

TTWO Take Two Interactv14 shares-36.36%2026-03-312026-04-30

DXCM Dexcom Inc44 shares0.00%2026-03-312026-04-30

PLUG Plug Power Inc New1.2K shares0.00%2026-03-312026-04-30

ASC Ardmore Shipping Co166 shares0.00%2026-03-312026-04-30

VLTO Veralto Corp28 shares0.00%2026-03-312026-04-30

URA GLOBAL X FDS GLOBAL X URANIUM ETF50 shares0.00%2026-03-312026-04-30

IFNNY Infineon Tech Ag50 shares0.00%2026-03-312026-04-30

Sponsored

TRMB Trimble Navigation Ltd34 shares0.00%2026-03-312026-04-30

LUNR Intuitive Machs Inc115 shares19.79%2026-03-312026-04-30

SO The Southern Company20 shares0.00%2026-03-312026-04-30

DNLI Denali Therapeutics I N100 shares0.00%2026-03-312026-04-30

NCLH Norwegian Cruise Lin100 shares0.00%2026-03-312026-04-30

LMT Lockheed Martin Corp3 shares50.00%2026-03-312026-04-30

DIS Disney Walt Co18 shares0.00%2026-03-312026-04-30

RGR Sturm Ruger & Co Inc42 shares0.00%2026-03-312026-04-30

Sponsored

SIXG Defiance Next Gen24 shares20.00%2026-03-312026-04-30

POOL Pool Corp8 shares0.00%2026-03-312026-04-30

WFRD Weatherford Intl17 shares0.00%2026-03-312026-04-30

CNC Centene Corp47 shares0.00%2026-03-312026-04-30

Linde Plc Linde Plc3 shares0.00%2026-03-312026-04-30

STZ Constellation Brand Cl A10 shares0.00%2026-03-312026-04-30

COIN Coinbase Global Inc8 shares166.67%2026-03-312026-04-30

NRG Nrg Energy Inc9 shares0.00%2026-03-312026-04-30

Sponsored

GXO Gxo Logistics Inc23 shares0.00%2026-03-312026-04-30

FBIN Fortune Brands Innovatio29 shares0.00%2026-03-312026-04-30

INDI Indie Semiconductor Inc320 shares-40.74%2026-03-312026-04-30

RLAY Relay Therapeutics Inc100 shares0.00%2026-03-312026-04-30

PINS Pinterest Inc50 shares0.00%2026-03-312026-04-30

TSLZ T-Rex 2x Inverse Tesla Daily Target EFT54 shares0.00%2026-03-312026-04-30

INTC Intel Corp19 shares-72.46%2026-03-312026-04-30

Super Micro Computer Inc Super Micro Computer Inc35 shares40.00%2026-03-312026-04-30

Sponsored

IBN Icici Bank Ltd30 shares0.00%2026-03-312026-04-30

ENB Enbridge Inc12 sharesnew addition2026-03-312026-04-30

CVX Chevron Corporation3 sharesnew addition2026-03-312026-04-30

NFE New Fortress Energy A1.0K sharesnew addition2026-03-312026-04-30

NAUT Nautilus Biotechnology150 shares0.00%2026-03-312026-04-30

EWZ Ishares Msci Brazil Indx15 shares-86.73%2026-03-312026-04-30

AIRG Airgain Incorporarated100 shares0.00%2026-03-312026-04-30

KMX Carmax Inc10 shares0.00%2026-03-312026-04-30

Sponsored

FBTC Fidelity Wise Origin6 shares0.00%2026-03-312026-04-30

BRCC Brc Inc453 shares0.00%2026-03-312026-04-30

BVN Compania De Minas Buen7 sharesnew addition2026-03-312026-04-30

MBC Masterbrand Inc29 shares0.00%2026-03-312026-04-30

ZION Zions Bancorp4 shares33.33%2026-03-312026-04-30

MMYT MakeMyTrip Limited6 shares0.00%2026-03-312026-04-30

Zk Intl Group Co Ltd Zk Intl Group Co Ltd143 shares0.00%2026-03-312026-04-30

CTSO Cytosorbents Corpora250 shares0.00%2026-03-312026-04-30

Sponsored

AEVA Aeva Technologies Inc10 shares0.00%2026-03-312026-04-30

SCHD Schwab US Dividend4 shares-80.00%2026-03-312026-04-30

DSI Ishares Esg Msci Kld 4001 shares0.00%2026-03-312026-04-30

ESGV Vanguard Esg US Stock1 shares0.00%2026-03-312026-04-30

AZRE Azure Pwr Global Ltd100 shares0.00%2026-03-312026-04-30

SDRL Seadrill Ltd2 shares0.00%2026-03-312026-04-30

SGML Sigma Lithium Corp7 shares0.00%2026-03-312026-04-30

SERV Serve Robotics Inc10 shares0.00%2026-03-312026-04-30

Sponsored

VTRS Viatris Inc6 shares0.00%2026-03-312026-04-30

DPRO Draganfly Inc12 shares0.00%2026-03-312026-04-30

KD Kyndryl Hldgs Inc3 shares0.00%2026-03-312026-04-30

FUBO Fubotv Inc4 shares-92.00%2026-03-312026-04-30

ICLN Ishares Global Clean1 shares0.00%2026-03-312026-04-30

Redhill Biopharma Lt E Redhill Biopharma Lt E19 shares0.00%2026-03-312026-04-30

NLY Annaly Capital MgmtN/A sharesnew addition2026-03-312026-04-30

NVVE Nuvve Hldg Corp1 shares0.00%2026-03-312026-04-30

Sponsored

DCOR

Dimensional US Core

6.47%

Shares1.1M

Event2026-03-31

Filed2026-04-30

DFIC

Dimensional ETF Int'l Core Equity 2

2.74%

Shares1.3M

Event2026-03-31

Filed2026-04-30

DFEM

Dimensional ETF Emerg. Markets Core Equity

1.11%

Shares877.2K

Event2026-03-31

Filed2026-04-30

SCHR

Schwab Intermediate Term US Treas

15.11%

Shares1.0M

Event2026-03-31

Filed2026-04-30

DFAS

Dimensional US Small Cap ETF

5.16%

Shares346.8K

Event2026-03-31

Filed2026-04-30

SPIB

SPDR Intermediate Term Corporate

9.05%

Shares682.6K

Event2026-03-31

Filed2026-04-30

FNDX

Schwab Fundamental US Large Company ETF

2.98%

Shares768.2K

Event2026-03-31

Filed2026-04-30

GLD

SPDR Gold Trust

-1.92%

Shares43.9K

Event2026-03-31

Filed2026-04-30

BSV

Vanguard Short-Term Bond ETF

5.52%

Shares211.8K

Event2026-03-31

Filed2026-04-30

FNDF

Schwab Fundamental Intl Lg Co ETF

2.47%

Shares246.6K

Event2026-03-31

Filed2026-04-30

FNDE

Schwab Fundamental Emerg Mkts Lg Co ETF

1.58%

Shares222.1K

Event2026-03-31

Filed2026-04-30

FNDA

Schwab Fundamental US Small Company ETF

3.43%

Shares210.5K

Event2026-03-31

Filed2026-04-30

XOM

Exxon Mobil Corporation

0.26%

Shares18.4K

Event2026-03-31

Filed2026-04-30

COP

Conocophillips

14.27%

Shares19.9K

Event2026-03-31

Filed2026-04-30

SPY

S P D R S&P 500 Etf Tr

8.32%

Shares2.4K

Event2026-03-31

Filed2026-04-30

AAPL

Apple Inc

-0.43%

Shares5.6K

Event2026-03-31

Filed2026-04-30

VTI

Vanguard Total Stock Mkt

257.02%

Shares3.8K

Event2026-03-31

Filed2026-04-30

AHLT

American Beacon AHL Trend ETF

27.96%

Shares27.6K

Event2026-03-31

Filed2026-04-30

UAPR

Innovator US Equity

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-30

SCHB

Schwab US Broad Market

0.25%

Shares19.5K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FD TL INTL STK F ETF

New

Shares6.1K

Event2026-03-31

Filed2026-04-30

SCHX

Schwab US Large Cap ETF

0.02%

Shares15.4K

Event2026-03-31

Filed2026-04-30

FLIA

Franklin Liberty International Aggregate Bond ETF

-4.65%

Shares16.8K

Event2026-03-31

Filed2026-04-30

ACM

Aecom

-8.75%

Shares3.8K

Event2026-03-31

Filed2026-04-30

DEM

WisdomTree Emerging Markets High Dividend ETF

-7.95%

Shares4.5K

Event2026-03-31

Filed2026-04-30

BOND

Pimco Active Bond ETF

-80.80%

Shares2.2K

Event2026-03-31

Filed2026-04-30

Monopar Therapeutics Equ

New

Shares3.3K

Event2026-03-31

Filed2026-04-30

IEFA

Ishares Core Msci Eafe

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-30

MSFT

Microsoft Corp

-5.45%

Shares486

Event2026-03-31

Filed2026-04-30

Vanguard S&P 500 ETF SHS

-7.24%

Shares282

Event2026-03-31

Filed2026-04-30

SLB

Schlumberger Ltd

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-30

TSLA

Tesla Motors Inc

0.00%

Shares440

Event2026-03-31

Filed2026-04-30

MPC

MARATHON PETE CORP

0.00%

Shares663

Event2026-03-31

Filed2026-04-30

SUSL

iShares ESG MSCI USA Leaders ETF

166.35%

Shares1.4K

Event2026-03-31

Filed2026-04-30

Vanguard Total World Stock

17.96%

Shares1.1K

Event2026-03-31

Filed2026-04-30

IVE

Ishares S&P 500 Value

New

Shares687

Event2026-03-31

Filed2026-04-30

IVW

Ishares S&P 500 Growth

New

Shares1.1K

Event2026-03-31

Filed2026-04-30

FTI

Technipfmc Plc

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

FDX

Fedex Corporation

0.00%

Shares331

Event2026-03-31

Filed2026-04-30

BSVO

Ea Bridgeway Omni Sml

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-30

ITOT

iShares Core S&P Total US Stock Mkt ETF

-16.72%

Shares727

Event2026-03-31

Filed2026-04-30

General Electric Company

0.00%

Shares350

Event2026-03-31

Filed2026-04-30

SPTS

SPDR Short Term Treasury ETF

561.76%

Shares3.4K

Event2026-03-31

Filed2026-04-30

AMZN

Amazon Com Inc

1.51%

Shares470

Event2026-03-31

Filed2026-04-30

DIA

Spdr Dow Jones Indl Avg

35.21%

Shares192

Event2026-03-31

Filed2026-04-30

IWM

IShares Russell 2000

32.28%

Shares336

Event2026-03-31

Filed2026-04-30

ALL

Allstate Corporation

0.00%

Shares400

Event2026-03-31

Filed2026-04-30

Coca Cola Company

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

SPTI

SPDR Series Trust Portfolio Intermediate Term ETF

8.85%

Shares2.8K

Event2026-03-31

Filed2026-04-30

GEV

Ge Vernova Inc

0.00%

Shares87

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA

New

Shares678

Event2026-03-31

Filed2026-04-30

MCO

Moodys Corp

0.00%

Shares171

Event2026-03-31

Filed2026-04-30

IAU

Ishares Gold Etf

-1.57%

Shares817

Event2026-03-31

Filed2026-04-30

AVDE

Avantis International

0.00%

Shares818

Event2026-03-31

Filed2026-04-30

TOST

Toast Inc Class A

3.99%

Shares2.6K

Event2026-03-31

Filed2026-04-30

CTVA

Corteva Inc

0.00%

Shares810

Event2026-03-31

Filed2026-04-30

HPQ

Hewlett-Packard Company

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-30

AGG

Ishares Tr Barclays Fund

-17.60%

Shares618

Event2026-03-31

Filed2026-04-30

PXF

FTSE RAFI Internat'l Dev Mkts

0.00%

Shares860

Event2026-03-31

Filed2026-04-30

ProShares UltraPro Short S&P 500

New

Shares1.0K

Event2026-03-31

Filed2026-04-30

WTV

Wisdomtree U.S. Value

New

Shares588

Event2026-03-31

Filed2026-04-30

IEMG

Ishares Core Msci

0.00%

Shares795

Event2026-03-31

Filed2026-04-30

ESGD

iShares ESG Aware MSCI EAFE ETF

-16.72%

Shares573

Event2026-03-31

Filed2026-04-30

PEP

Pepsico Incorporated

0.87%

Shares349

Event2026-03-31

Filed2026-04-30

Home Depot Inc

0.00%

Shares146

Event2026-03-31

Filed2026-04-30

GRMN

Garmin Ltd

0.00%

Shares200

Event2026-03-31

Filed2026-04-30

ADP

Auto Data Processing

0.00%

Shares227

Event2026-03-31

Filed2026-04-30

ESML

iShare ESG Aware MSCI

99.15%

Shares940

Event2026-03-31

Filed2026-04-30

PRFZ

FTSE RAFI US 1500 Small Cap

-16.51%

Shares956

Event2026-03-31

Filed2026-04-30

WFC

Wells Fargo & Co New

0.00%

Shares550

Event2026-03-31

Filed2026-04-30

SHOP

Shopify Inc

-6.49%

Shares360

Event2026-03-31

Filed2026-04-30

Sap SE Ordf

0.00%

Shares250

Event2026-03-31

Filed2026-04-30

SCHE

Schwab Emerging Markets Equity ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

CQP

Cheniere Energy Inc

0.00%

Shares145

Event2026-03-31

Filed2026-04-30

UNH

Unitedhealth Group Inc

0.00%

Shares150

Event2026-03-31

Filed2026-04-30

XOP

Spdr S&P Oil & Gas Expl & Prod

0.00%

Shares222

Event2026-03-31

Filed2026-04-30

COST

Costco Whsl Corp New

0.00%

Shares40

Event2026-03-31

Filed2026-04-30

KEYS

Keysight Tech Inc

0.00%

Shares140

Event2026-03-31

Filed2026-04-30

IVV

iShares Core S&P 500 ETF

-54.86%

Shares65

Event2026-03-31

Filed2026-04-30

NVDA

Nvidia Corp

-4.70%

Shares223

Event2026-03-31

Filed2026-04-30

DD1

Du Pont E I De Nemour&Co

0.00%

Shares811

Event2026-03-31

Filed2026-04-30

Vanguard Mid Cap ETF

0.00%

Shares124

Event2026-03-31

Filed2026-04-30

DFSI

Dimensnl Interntl Sus

-43.49%

Shares825

Event2026-03-31

Filed2026-04-30

IWP

iShares Russell Mid Cap

2866.67%

Shares267

Event2026-03-31

Filed2026-04-30

Broadcom Inc

0.00%

Shares110

Event2026-03-31

Filed2026-04-30

Agilent Technologies Inc

0.00%

Shares296

Event2026-03-31

Filed2026-04-30

DELL1

Dell Inc

0.00%

Shares200

Event2026-03-31

Filed2026-04-30

XSMO

Invesco S & P Smlcp

New

Shares420

Event2026-03-31

Filed2026-04-30

Dow Chemical Company

0.00%

Shares750

Event2026-03-31

Filed2026-04-30

FENI

Fidelity Enhanced

New

Shares833

Event2026-03-31

Filed2026-04-30

VTV

Vanguard Value

0.00%

Shares155

Event2026-03-31

Filed2026-04-30

GTO

Invesco Total Return

New

Shares614

Event2026-03-31

Filed2026-04-30

SPEM

SPDR Portfolio Emerging Markets ETF

0.00%

Shares611

Event2026-03-31

Filed2026-04-30

HELO

Jpmorgn Hedgd Eqty Lad

New

Shares447

Event2026-03-31

Filed2026-04-30

Vanguard Small Cap Etf

0.00%

Shares109

Event2026-03-31

Filed2026-04-30

IJR

Ishares Core S&P Small

0.00%

Shares227

Event2026-03-31

Filed2026-04-30

VEA

Vanguard MSCI EAFE ETF

-63.76%

Shares440

Event2026-03-31

Filed2026-04-30

Rail Vision Ltd

-96.67%

Shares3.3K

Event2026-03-31

Filed2026-04-30

MCD

Mc Donalds Corp

0.00%

Shares88

Event2026-03-31

Filed2026-04-30

URI

United Rentals Inc

0.00%

Shares37

Event2026-03-31

Filed2026-04-30

QCOM

Qualcomm Inc

New

Shares200

Event2026-03-31

Filed2026-04-30

PRF

FTSE RAFI 1000 US Lg Cap

0.00%

Shares533

Event2026-03-31

Filed2026-04-30

CAT

Caterpillar Inc

0.00%

Shares35

Event2026-03-31

Filed2026-04-30

OPPJ

Wisdomtree Japan Hedged

0.00%

Shares444

Event2026-03-31

Filed2026-04-30

FBND

Fidelity Total Bond Etf

New

Shares502

Event2026-03-31

Filed2026-04-30

York Space Sys Inc

New

Shares1.0K

Event2026-03-31

Filed2026-04-30

SBUX

Starbucks Corp

0.00%

Shares240

Event2026-03-31

Filed2026-04-30

WMT

Wal-Mart Stores Inc

0.00%

Shares168

Event2026-03-31

Filed2026-04-30

UNP

Union Pacific Corp

0.00%

Shares85

Event2026-03-31

Filed2026-04-30

GOVT

iShares Trust US Treasury Bond ETF

-39.63%

Shares873

Event2026-03-31

Filed2026-04-30

SCHF

Schwab International Equity ETF

0.00%

Shares786

Event2026-03-31

Filed2026-04-30

APH

Amphenol Corp Cl A

0.00%

Shares150

Event2026-03-31

Filed2026-04-30

EAGG

iShares ESG U.S. Aggregate Bond ETF

0.00%

Shares378

Event2026-03-31

Filed2026-04-30

YUM

Yum Brands Inc

0.88%

Shares115

Event2026-03-31

Filed2026-04-30

PXH

FTSE RAFI Emerg Mkts

0.00%

Shares655

Event2026-03-31

Filed2026-04-30

DFAW

Dimensional World Equity

New

Shares229

Event2026-03-31

Filed2026-04-30

MGK

Vanguard Mega Cap Growth

0.00%

Shares45

Event2026-03-31

Filed2026-04-30

CAG

Conagra Brands Inc

1.90%

Shares1.0K

Event2026-03-31

Filed2026-04-30

DFEV

DFA Emerging Mkts Value ETF

0.00%

Shares427

Event2026-03-31

Filed2026-04-30

GMOI

Gmo International Value

New

Shares370

Event2026-03-31

Filed2026-04-30

SCHWAB STRATEGIC TR SCHWB FDT INT SC ETF

0.00%

Shares273

Event2026-03-31

Filed2026-04-30

IEV

iShares S&P Euro

0.00%

Shares163

Event2026-03-31

Filed2026-04-30

AME

Ametek Inc

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

VOE

Vanguard Mid Cap Value

0.00%

Shares58

Event2026-03-31

Filed2026-04-30

NFLX

Netflix Inc

0.00%

Shares110

Event2026-03-31

Filed2026-04-30

TRV

Travelers Companies

0.00%

Shares35

Event2026-03-31

Filed2026-04-30

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

-24.95%

Shares406

Event2026-03-31

Filed2026-04-30

RSG

Republic Services

0.00%

Shares45

Event2026-03-31

Filed2026-04-30

CRWD

Crowdstrike Hldgs Inc

-10.71%

Shares25

Event2026-03-31

Filed2026-04-30

Morgan Stanley

0.00%

Shares56

Event2026-03-31

Filed2026-04-30

TSCO

Tractor Supply Comp

0.00%

Shares200

Event2026-03-31

Filed2026-04-30

TEM

Tempus AI Inc

-33.33%

Shares200

Event2026-03-31

Filed2026-04-30

OXY

Occidental Pete Corp

-97.27%

Shares136

Event2026-03-31

Filed2026-04-30

USB

U S Bancorp Del New

0.00%

Shares165

Event2026-03-31

Filed2026-04-30

BNDW

Vanguard Total World

New

Shares124

Event2026-03-31

Filed2026-04-30

GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

0.00%

Shares49

Event2026-03-31

Filed2026-04-30

VIK

Viking Holdings Ltd

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

SYK

Stryker Corp

0.00%

Shares20

Event2026-03-31

Filed2026-04-30

ITW

Illinois Tool Works Inc

0.00%

Shares25

Event2026-03-31

Filed2026-04-30

EQT

Equitable Resources Inc

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

AMGN

Amgen Incorporated

0.00%

Shares18

Event2026-03-31

Filed2026-04-30

ATR

Aptargroup Inc

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

ASTS

Ast Spacemobile Inc

22.95%

Shares75

Event2026-03-31

Filed2026-04-30

XYL

Xylem Inc

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

CGNX

Cognex Corp

0.00%

Shares121

Event2026-03-31

Filed2026-04-30

FIS

Fidelity Natl Info

-17.22%

Shares125

Event2026-03-31

Filed2026-04-30

GOOGL

Google Inc Class A

0.00%

Shares20

Event2026-03-31

Filed2026-04-30

YUMC

Yum China Holdings Inc

0.88%

Shares115

Event2026-03-31

Filed2026-04-30

ASML

Asml Holding N V

New

Shares4

Event2026-03-31

Filed2026-04-30

MJSC

Rbb Fd Tr Mufg Japan

New

Shares94

Event2026-03-31

Filed2026-04-30

DFJ

Wisdomtree Japan Smalcp

New

Shares49

Event2026-03-31

Filed2026-04-30

TMO

Thermo Fisher Scientific

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

SNPS

Synopsys Inc

0.00%

Shares12

Event2026-03-31

Filed2026-04-30

VRSK

Verisk Analytics Inc Cla

0.00%

Shares25

Event2026-03-31

Filed2026-04-30

DHR

Danaher Corp Del

0.00%

Shares25

Event2026-03-31

Filed2026-04-30

CPNG

Coupang Inc

0.00%

Shares250

Event2026-03-31

Filed2026-04-30

PBW

Invesco ETF D TR WILDERHIL CLAN ETF

0.00%

Shares131

Event2026-03-31

Filed2026-04-30

SCHV

Schwab U.S. Large-Cap

New

Shares123

Event2026-03-31

Filed2026-04-30

NOW

Service Now Inc

40.00%

Shares35

Event2026-03-31

Filed2026-04-30

DXC

D X C Technology Com

0.00%

Shares287

Event2026-03-31

Filed2026-04-30

UBER

Uber Technologies Inc Com

New

Shares50

Event2026-03-31

Filed2026-04-30

Canadian Pac Railway

0.00%

Shares45

Event2026-03-31

Filed2026-04-30

LULU

Lululemon Athletica

0.00%

Shares22

Event2026-03-31

Filed2026-04-30

AXP

American Express Company

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

ANET

Arista Networks Inc

0.00%

Shares25

Event2026-03-31

Filed2026-04-30

AUPH

Aurinia Pharmaceutic

0.00%

Shares200

Event2026-03-31

Filed2026-04-30

GEHC

GE HealthCare Technologies Inc Common Stock

0.00%

Shares41

Event2026-03-31

Filed2026-04-30

SPOT

Spotify Technology

-40.00%

Shares6

Event2026-03-31

Filed2026-04-30

Fiserv Inc

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

TTWO

Take Two Interactv

-36.36%

Shares14

Event2026-03-31

Filed2026-04-30

DXCM

Dexcom Inc

0.00%

Shares44

Event2026-03-31

Filed2026-04-30

PLUG

Plug Power Inc New

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-30

ASC

Ardmore Shipping Co

0.00%

Shares166

Event2026-03-31

Filed2026-04-30

VLTO

Veralto Corp

0.00%

Shares28

Event2026-03-31

Filed2026-04-30

URA

GLOBAL X FDS GLOBAL X URANIUM ETF

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

IFNNY

Infineon Tech Ag

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

TRMB

Trimble Navigation Ltd

0.00%

Shares34

Event2026-03-31

Filed2026-04-30

LUNR

Intuitive Machs Inc

19.79%

Shares115

Event2026-03-31

Filed2026-04-30

The Southern Company

0.00%

Shares20

Event2026-03-31

Filed2026-04-30

DNLI

Denali Therapeutics I N

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

NCLH

Norwegian Cruise Lin

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

LMT

Lockheed Martin Corp

50.00%

Shares3

Event2026-03-31

Filed2026-04-30

DIS

Disney Walt Co

0.00%

Shares18

Event2026-03-31

Filed2026-04-30

RGR

Sturm Ruger & Co Inc

0.00%

Shares42

Event2026-03-31

Filed2026-04-30

SIXG

Defiance Next Gen

20.00%

Shares24

Event2026-03-31

Filed2026-04-30

POOL

Pool Corp

0.00%

Shares8

Event2026-03-31

Filed2026-04-30

WFRD

Weatherford Intl

0.00%

Shares17

Event2026-03-31

Filed2026-04-30

CNC

Centene Corp

0.00%

Shares47

Event2026-03-31

Filed2026-04-30

Linde Plc

0.00%

Shares3

Event2026-03-31

Filed2026-04-30

STZ

Constellation Brand Cl A

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

COIN

Coinbase Global Inc

166.67%

Shares8

Event2026-03-31

Filed2026-04-30

NRG

Nrg Energy Inc

0.00%

Shares9

Event2026-03-31

Filed2026-04-30

GXO

Gxo Logistics Inc

0.00%

Shares23

Event2026-03-31

Filed2026-04-30

FBIN

Fortune Brands Innovatio

0.00%

Shares29

Event2026-03-31

Filed2026-04-30

INDI

Indie Semiconductor Inc

-40.74%

Shares320

Event2026-03-31

Filed2026-04-30

RLAY

Relay Therapeutics Inc

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

PINS

Pinterest Inc

0.00%

Shares50

Event2026-03-31

Filed2026-04-30

TSLZ

T-Rex 2x Inverse Tesla Daily Target EFT

0.00%

Shares54

Event2026-03-31

Filed2026-04-30

INTC

Intel Corp

-72.46%

Shares19

Event2026-03-31

Filed2026-04-30

Super Micro Computer Inc

40.00%

Shares35

Event2026-03-31

Filed2026-04-30

IBN

Icici Bank Ltd

0.00%

Shares30

Event2026-03-31

Filed2026-04-30

ENB

Enbridge Inc

New

Shares12

Event2026-03-31

Filed2026-04-30

CVX

Chevron Corporation

New

Shares3

Event2026-03-31

Filed2026-04-30

NFE

New Fortress Energy A

New

Shares1.0K

Event2026-03-31

Filed2026-04-30

NAUT

Nautilus Biotechnology

0.00%

Shares150

Event2026-03-31

Filed2026-04-30

EWZ

Ishares Msci Brazil Indx

-86.73%

Shares15

Event2026-03-31

Filed2026-04-30

AIRG

Airgain Incorporarated

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

KMX

Carmax Inc

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

FBTC

Fidelity Wise Origin

0.00%

Shares6

Event2026-03-31

Filed2026-04-30

BRCC

Brc Inc

0.00%

Shares453

Event2026-03-31

Filed2026-04-30

BVN

Compania De Minas Buen

New

Shares7

Event2026-03-31

Filed2026-04-30

MBC

Masterbrand Inc

0.00%

Shares29

Event2026-03-31

Filed2026-04-30

ZION

Zions Bancorp

33.33%

Shares4

Event2026-03-31

Filed2026-04-30

MMYT

MakeMyTrip Limited

0.00%

Shares6

Event2026-03-31

Filed2026-04-30

Zk Intl Group Co Ltd

0.00%

Shares143

Event2026-03-31

Filed2026-04-30

CTSO

Cytosorbents Corpora

0.00%

Shares250

Event2026-03-31

Filed2026-04-30

AEVA

Aeva Technologies Inc

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

SCHD

Schwab US Dividend

-80.00%

Shares4

Event2026-03-31

Filed2026-04-30

DSI

Ishares Esg Msci Kld 400

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

ESGV

Vanguard Esg US Stock

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

AZRE

Azure Pwr Global Ltd

0.00%

Shares100

Event2026-03-31

Filed2026-04-30

SDRL

Seadrill Ltd

0.00%

Shares2

Event2026-03-31

Filed2026-04-30

SGML

Sigma Lithium Corp

0.00%

Shares7

Event2026-03-31

Filed2026-04-30

SERV

Serve Robotics Inc

0.00%

Shares10

Event2026-03-31

Filed2026-04-30

VTRS

Viatris Inc

0.00%

Shares6

Event2026-03-31

Filed2026-04-30

DPRO

Draganfly Inc

0.00%

Shares12

Event2026-03-31

Filed2026-04-30

Kyndryl Hldgs Inc

0.00%

Shares3

Event2026-03-31

Filed2026-04-30

FUBO

Fubotv Inc

-92.00%

Shares4

Event2026-03-31

Filed2026-04-30

ICLN

Ishares Global Clean

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

Redhill Biopharma Lt E

0.00%

Shares19

Event2026-03-31

Filed2026-04-30

NLY

Annaly Capital Mgmt

New

SharesN/A

Event2026-03-31

Filed2026-04-30

NVVE

Nuvve Hldg Corp

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available