MPS Loria Financial Planners, LLC Holdings Report (13F Filings)

CIK: 0001716180

Sector-focusedMomentum followerLong-term holder

Total reported value

$379.0M

Reporting period: 2026-03-31 · Number of holdings: 94

MPS Loria Financial Planners, LLC disclosed 94 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $379.0M and a quarterly turnover rate of 6.6%.

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Personality snowflake

Concentration: 66.46
Portfolio Stability: 6.63
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 62.66

MPS Loria Financial Planners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.166 — mathematically equivalent to about 6 equally-sized positions, well below its 94 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 3.73), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 32% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim AAPL
-0.8%　-$5.6M
Add VB
+1.6%　$1.3M
Add USRT
+6.7%　$1.6M
Trim SCHP
-20.0%　-$2.2M
Trim PGR
-12.4%　-$870.4K
Add CVX
+0.0%　$697.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 89 holdings (of 94 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWB	Ishares Russell 1000 ETF	ETF-Other	32.07%	+0.05%	+2.21%
2	AAPL	Apple INC	Stock-Tech	18.74%	-0.96%	-0.77%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	11.59%	-0.10%	-6.86%
4	VB	Vanguard Small-cap ETF	ETF-Other	10.67%	+0.60%	+1.65%
5	USRT	Ishares Core US Reit ETF	ETF-Other	4.18%	+0.51%	+6.74%
6	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.36%	-0.50%	-19.99%
7	IWV	Ishares Russell 3000 ETF	ETF-Other	1.26%	—	+1.40%
8	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.06%	+0.09%	+6.96%
9	ABBV	Abbvie INC	Stock-Healthcare	0.92%	-0.01%	+0.69%
10	EFA	Ishares Msci Eafe ETF	ETF-Other	0.81%	-0.01%	-5.41%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.80%	-0.03%	-0.45%
12	PGR	Progressive CORP	Stock-Financials	0.74%	-0.20%	-12.44%
13	MSFT	Microsoft CORP	Stock-Tech	0.74%	-0.19%	+0.79%
14	NVDA	Nvidia CORP	Stock-Tech	0.70%	+0.12%	+26.63%
15	CVX	Chevron CORP	Stock-Energy	0.70%	+0.20%	+0.02%
16	MCK	Mckesson CORP	Stock-Healthcare	0.65%	+0.05%	+0.07%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.64%	-0.04%	-0.04%
18	UNH	Unitedhealth Group INC	Stock-Healthcare	0.54%	-0.10%	+0.62%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.47%	-0.03%	+1.57%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.46%	-0.01%	—
21	ABT	Abbott Laboratories	Stock-Healthcare	0.45%	-0.08%	+0.54%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.44%	-0.03%	+0.05%
23	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.43%	-0.02%	-0.95%
24	JNJ	Johnson & Johnson	Stock-Healthcare	0.42%	+0.07%	-0.31%
25	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.36%	+0.04%	+11.92%
26	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.34%	—	-2.88%
27	SMH	Vaneck Semiconductor ETF	ETF-Other	0.28%	—	—
28	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	+0.04%	+15.70%
29	BUSE	First Busey CORP	Stock-Other	0.25%	—	+1.05%
30	XOM	Exxon Mobil CORP	Stock-Energy	0.24%	+0.08%	+0.55%
31	VGT	Vanguard Info Tech ETF	ETF-Tech	0.20%	—	+0.18%
32	HD	Home Depot INC	Stock-Consumer Disc	0.20%	—	+0.09%
33	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.18%	—	+0.42%
34	GE	General Electric	Stock-Industrials	0.18%	-0.01%	-1.95%
35	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.18%	—	+0.58%
36	LLY	Eli Lilly & Co	Stock-Healthcare	0.18%	-0.02%	+0.14%
37	CSCO	Cisco Systems INC	Stock-Tech	0.17%	—	+0.45%
38	SHW	Sherwin-williams Co/the	Stock-Materials	0.17%	—	+0.26%
39	WEC	Wec Energy Group INC	Stock-Utilities	0.16%	—	-1.52%
40	WMT	Walmart INC	Stock-Consumer Staples	0.16%	—	+0.08%
41	AVGO	Broadcom INC	Stock-Tech	0.15%	-0.02%	-2.28%
42	CAT	Caterpillar INC	Stock-Industrials	0.14%	+0.03%	+0.13%
43	RWO	State Street Spdr Dow Jones	ETF-Other	0.14%	—	+2.20%
44	GEV	GE Vernova INC	Stock-Industrials	0.14%	+0.04%	-1.00%
45	NFLX	Netflix INC	Stock-Comm Services	0.14%	—	—
46	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.13%	—	+1.66%
47	VZ	Verizon Communications INC	Stock-Comm Services	0.13%	+0.03%	+2.43%
48	NEE	Nextera Energy INC	Stock-Utilities	0.13%	+0.02%	+0.53%
49	BF-B	Brown-forman Corp-class B	Stock-Other	0.13%	—	-1.53%
50	TSLA	Tesla INC	Stock-Consumer Disc	0.13%	-0.02%	-0.60%

1–50 of 89

Portfolio Performance

Performance for Q3 2026

+6.8%

Performance Last 4 Quarters

+28.4%

Stdev: +12.6%
Beta: +0.9
Alpha: +0.5%
Max Drawdown: -8.2%
Annualized Perf: +17.6%
Batting Avg vs S&P: +47.2%
Sortino: +2.77
Stutzer: +0.4
Treynor: +0.19
Sterling: +1.05
Calmar: +2.15
Information Ratio: -0.29
Tracking Error: +4.7%
Stdev Down: +6.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +34.5%
Worst 12 Months: +8.5%
Efficiency Ratio: +0.55
Sharpe: +1.36
Stdev Sectors: +18.8%
Skewness: +0.06
Kurtosis: -0.29
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	94	$379.0M	7	1IWB 2AAPL 3IEMG Top holdings2026-03-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.AGG 9.ABBV 10.EFA
2025-12-31	90	$389.0M	5	1IWB 2AAPL 3IEMG Top holdings2025-12-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.AGG 9.PGR 10.ABBV
2025-09-30	88	$376.3M	14	1IWB 2AAPL 3IEMG Top holdings2025-09-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.PGR 9.MSFT 10.ABBV
2025-06-30	80	$339.9M	0	1IWB 2AAPL 3IEMG Top holdings2025-06-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.PGR 9.MSFT 10.AGG
2025-03-31	80	$337.2M	100	1IWB 2AAPL 3IEMG Top holdings2025-03-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.PGR 8.IWV 9.UNH 10.AGG
2024-12-31	80	$337.8M	0	1IWB 2AAPL 3VB Top holdings2024-12-31 1.IWB 2.AAPL 3.VB 4.IEMG 5.IWV 6.SCHP 7.PGR 8.UNH 9.AGG 10.MSFT
2024-09-30	82	$335.5M	0	1IWB 2AAPL 3IEMG Top holdings2024-09-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.IWV 6.PGR 7.UNH 8.SCHP 9.AGG 10.MSFT
2024-06-30	80	$310.3M	0	1IWB 2AAPL 3IEMG Top holdings2024-06-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.IWV 6.SCHP 7.UNH 8.MSFT 9.PGR 10.AGG
2024-03-31	80	$297.7M	0	1IWB 2AAPL 3IJR Top holdings2024-03-31 1.IWB 2.AAPL 3.IJR 4.IEMG 5.IWV 6.SCHP 7.UNH 8.PGR 9.AGG 10.ABBV
2023-12-31	84	$284.7M	0	1IWB 2AAPL 3IJR Top holdings2023-12-31 1.IWB 2.AAPL 3.IJR 4.IEMG 5.IWV 6.UNH 7.AGG 8.ABBV 9.MSFT 10.PGR
2023-09-30	77	$255.4M	0	1IWB 2AAPL 3IEMG Top holdings2023-09-30 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.ABBV 9.PGR 10.MSFT
2023-06-30	77	$266.1M	0	1IWB 2AAPL 3IEMG Top holdings2023-06-30 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.MSFT 9.ABBV 10.PGR
2023-03-31	73	$247.4M	0	1IWB 2AAPL 3IEMG Top holdings2023-03-31 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.ABBV 9.PGR 10.IWM
2022-12-31	70	$225.0M	0	1IWB 2AAPL 3IEMG Top holdings2022-12-31 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWM 6.IWV 7.UNH 8.ABBV 9.ABT 10.AGG
2022-09-30	69	$257.6M	0	1IWB 2AAPL 3EFA Top holdings2022-09-30 1.IWB 2.AAPL 3.EFA 4.IEMG 5.AGG 6.IJR 7.SPY 8.IWM 9.IWV 10.UNH
2022-06-30	72	$221.7M	0	1IWB 2AAPL 3IEMG Top holdings2022-06-30 1.IWB 2.AAPL 3.IEMG 4.IWM 5.IWV 6.UNH 7.ABBV 8.AGG 9.ABT 10.PGR
2022-03-31	84	$238.2M	0	1IWB 2AAPL 3IWM Top holdings2022-03-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.UNH 6.ABBV 7.AGG 8.ABT 9.EFA 10.MSFT
2021-12-31	80	$245.3M	0	1IWB 2AAPL 3IWM Top holdings2021-12-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.UNH 7.ABT 8.ABBV 9.EFA 10.MSFT
2021-09-30	80	$218.3M	0	1IWB 2AAPL 3IWM Top holdings2021-09-30 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.UNH 7.EFA 8.ABT 9.ABBV 10.MSFT
2021-06-30	83	$216.9M	100	1IWB 2AAPL 3IWM Top holdings2021-06-30 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.EFA 7.UNH 8.ABBV 9.ABT 10.AMZN
2021-03-31	625	$214.8M	15	1IWB 2AAPL 3IWM Top holdings2021-03-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.EFA 7.ABT 8.UNH 9.ABBV 10.MSFT
2020-12-31	636	$222.7M	16	1IWB 2AAPL 3IWM Top holdings2020-12-31 1.IWB 2.AAPL 3.IWM 4.AMLP 5.IWV 6.AMJEUR 7.AGG 8.EFA 9.ABBV 10.UNH
2020-09-30	341	$193.3M	15	1IWB 2AAPL 3IWM Top holdings2020-09-30 1.IWB 2.AAPL 3.IWM 4.AMLP 5.IWV 6.AGG 7.AMJEUR 8.ABT 9.EFA 10.UNH
2020-06-30	349	$186.7M	50	1IWB 2AAPL 3IWM Top holdings2020-06-30 1.IWB 2.AAPL 3.IWM 4.AMLP 5.AMJEUR 6.IWV 7.AGG 8.ABBV 9.EFA 10.UNH
2020-03-31	66	$130.2M	27	1IWB 2AAPL 3IWM Top holdings2020-03-31 1.IWB 2.AAPL 3.IWM 4.AMLPUSD 5.AGG 6.IWV 7.EFA 8.ABBV 9.ABT 10.UNH
2019-12-31	73	$169.6M	19	1IWB 2AAPL 3IWM Top holdings2019-12-31 1.IWB 2.AAPL 3.IWM 4.AMLPUSD 5.AMJEUR 6.IWV 7.AGG 8.EFA 9.SHW 10.ABBV
2019-09-30	69	$153.9M	6	1IWB 2AMLPUSD 3IWM Top holdings2019-09-30 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SHW 9.SDY 10.ABT
2019-06-30	71	$156.4M	7	1IWB 2AMLPUSD 3IWM Top holdings2019-06-30 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SDY 9.ABT 10.CVX
2019-03-31	71	$150.8M	22	1IWB 2AMLPUSD 3IWM Top holdings2019-03-31 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SDY 9.ABBV 10.CVX
2018-12-31	72	$139.3M	19	1IWB 2IWM 3AMLPUSD Top holdings2018-12-31 1.IWB 2.IWM 3.AMLPUSD 4.AAPL 5.AGG 6.ITW 7.IWV 8.EFA 9.ABBV 10.SDY
2018-09-30	76	$159.8M	48	1IWB 2IWM 3AAPL Top holdings2018-09-30 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.IWV 7.AGG 8.EFA 9.ABBV 10.BUSE
2018-06-30	65	$99.3M	48	1IWM 2AAPL 3AMLPUSD Top holdings2018-06-30 1.IWM 2.AAPL 3.AMLPUSD 4.ITW 5.AGG 6.IWV 7.EFA 8.CVX 9.ABBV 10.BUSE
2018-03-31	70	$141.9M	6	1IWB 2IWM 3AAPL Top holdings2018-03-31 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.EFA 9.ABBV 10.SDY
2017-12-31	76	$146.4M	8	1IWB 2IWM 3AAPL Top holdings2017-12-31 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.EFA 9.SDY 10.CVX
2017-09-30	69	$139.8M	14	1IWB 2IWM 3AMLPUSD Top holdings2017-09-30 1.IWB 2.IWM 3.AMLPUSD 4.AAPL 5.ITW 6.AGG 7.IWV 8.EFA 9.BUSE 10.SDY
2017-06-30	406	$149.3M	—	1IWB 2IWM 3AAPL Top holdings2017-06-30 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.BUSE 9.EFA 10.SDY

Holding changes this quarter

MPS Loria Financial Planners, LLC's most significant position changes for 2026-03-31: New buy: Takeda Pharmaceutic-sp Adr (TAK); Sold out: Vanguard Ftse Emerging Marke (VWO); New buy: AstraZeneca PLC (AZN); New buy: Conocophillips (COP); New buy: Ishares Semiconductor ETF (SOXX).

Position changes disclosed by MPS Loria Financial Planners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VB	Vanguard Small-cap ETF	+0.6%	+1.65%	Add
2	USRT	Ishares Core US Reit ETF	+0.5%	+6.74%	Add
3	CVX	Chevron CORP	+0.2%	+0.02%	Add
4	NVDA	Nvidia CORP	+0.1%	+26.63%	Add
5	AGG	Ishares Core U.s. Aggregate	+0.1%	+6.96%	Add
6	XOM	Exxon Mobil CORP	+0.1%	+0.55%	Add
7	JNJ	Johnson & Johnson	+0.1%	-0.31%	Trim
8	IWB	Ishares Russell 1000 ETF	+0.1%	+2.21%	Add
9	GLW	Corning INC	+0.1%	+0.18%	Add
10	MCK	Mckesson CORP	+0.1%	+0.07%	Add
11	AOR	Ishares Core 60/40 Balanced	0%	+11.92%	Add
12	GEV	GE Vernova INC	0%	-1.00%	Trim
13	AOA	Ishares Core 80/20 Aggressiv	0%	+15.70%	Add
14	CAT	Caterpillar INC	0%	+0.13%	Add
15	VZ	Verizon Communications INC	0%	+2.43%	Add
16	COST	Costco Wholesale CORP	0%	+9.25%	Add
17	NEE	Nextera Energy INC	0%	+0.53%	Add
18	AMAT	Applied Materials INC	0%	—	Unchanged
19	IWV	Ishares Russell 3000 ETF	—	+1.40%	Add
20	ABBV	Abbvie INC	0%	+0.69%	Add
21	EFA	Ishares Msci Eafe ETF	0%	-5.41%	Trim
22	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
23	GE	General Electric	0%	-1.95%	Trim
24	PG	Procter & Gamble Co/the	0%	-14.80%	Trim
25	META	Meta Platforms Inc-class A	0%	+0.13%	Add
26	QQQ	Invesco Qqq Trust Series 1	0%	-0.95%	Trim
27	LLY	Eli Lilly & Co	0%	+0.14%	Add
28	TSLA	Tesla INC	0%	-0.60%	Trim
29	ORCL	Oracle CORP	0%	+0.23%	Add
30	IBM	Intl Business Machines CORP	0%	+0.39%	Add
31	AVGO	Broadcom INC	0%	-2.28%	Trim
32	CEG	Constellation Energy	0%	+0.10%	Add
33	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-0.45%	Trim
34	AMZN	Amazon.com INC	0%	+1.57%	Add
35	GOOG	Alphabet Inc-cl C	0%	+0.05%	Add
36	DIS	Walt Disney Co/the	0%	-8.51%	Trim
37	GOOGL	Alphabet Inc-cl A	0%	-0.04%	Trim
38	ABT	Abbott Laboratories	-0.1%	+0.54%	Add
39	IEMG	Ishares Core Msci Emerging	-0.1%	-6.86%	Trim
40	UNH	Unitedhealth Group INC	-0.1%	+0.62%	Add
41	MSFT	Microsoft CORP	-0.2%	+0.79%	Add
42	PGR	Progressive CORP	-0.2%	-12.44%	Trim
43	SCHP	Schwab U.s. Tips ETF	-0.5%	-19.99%	Trim
44	AAPL	Apple INC	-1%	-0.77%	Trim
45	TAK	Takeda Pharmaceutic-sp Adr	—	NEW	New buy
46	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
47	AZN	AstraZeneca PLC	—	NEW	New buy
48	COP	Conocophillips	—	NEW	New buy
49	SOXX	Ishares Semiconductor ETF	—	NEW	New buy
50	IBIT	Ishares Bitcoin Trust ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-03	13F-HR	View on EDGAR
2025-09-30	2025-10-17	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-04-22	13F-HR	View on EDGAR
2024-12-31	2025-01-14	13F-HR	View on EDGAR
2024-09-30	2024-10-21	13F-HR	View on EDGAR
2024-06-30	2024-07-10	13F-HR	View on EDGAR
2024-03-31	2024-04-17	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-20	13F-HR	View on EDGAR
2023-06-30	2023-07-21	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-01-23	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-07-19	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-10-29	13F-HR	View on EDGAR
2021-06-30	2021-07-20	13F-HR	View on EDGAR
2021-03-31	2021-05-03	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-10-13	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-05	Amendment	View on EDGAR
2020-03-31	2020-05-01	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-07-31	13F-HR	View on EDGAR
2019-03-31	2019-04-25	13F-HR	View on EDGAR
2018-12-31	2019-01-10	13F-HR	View on EDGAR
2018-09-30	2018-11-08	13F-HR	View on EDGAR
2018-06-30	2018-08-02	13F-HR	View on EDGAR
2018-03-31	2018-04-20	13F-HR	View on EDGAR
2017-12-31	2018-01-24	13F-HR	View on EDGAR
2017-09-30	2017-10-24	13F-HR	View on EDGAR
2017-06-30	2017-09-18	13F-HR	View on EDGAR

FAQ

What is MPS Loria Financial Planners, LLC and what type of investor is it?

MPS Loria Financial Planners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $379.0M, spread across 94 disclosed positions.

What are MPS Loria Financial Planners, LLC's largest equity positions?

Based on the latest 13F filing, MPS Loria Financial Planners, LLC's top holdings by market value are: 1. Ishares Russell 1000 ETF (IWB) — $121.6M (32.1%) 2. Apple INC (AAPL) — $71.0M (18.7%) 3. Ishares Core Msci Emerging (IEMG) — $43.9M (11.6%) 4. Vanguard Small-cap ETF (VB) — $40.4M (10.7%) 5. Ishares Core US Reit ETF (USRT) — $15.8M (4.2%)

What changes did MPS Loria Financial Planners, LLC make in its most recent portfolio filing?

In the latest reported quarter, MPS Loria Financial Planners, LLC made 48 notable position adjustments: 5 new positions were initiated, 27 existing holdings were added to, 15 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Takeda Pharmaceutic-sp Adr (TAK); Sold out: Vanguard Ftse Emerging Marke (VWO); New buy: AstraZeneca PLC (AZN); New buy: Conocophillips (COP); New buy: Ishares Semiconductor ETF (SOXX)

What sectors does MPS Loria Financial Planners, LLC focus on?

MPS Loria Financial Planners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 65.8% • Health Care: 10.7% • Communication Services: 5.3% • Financials: 5.1% • Consumer Discretionary: 3.5% • Energy: 3.1%

Peer Institutions

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Sector conviction56.1

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Fairway Wealth LLC

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M&T Bank Corp

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MPS Loria Financial Planners, LLC Holdings Report (13F Filings)

CIK: 0001716180

Sector-focusedMomentum followerLong-term holder

Total reported value

$379.0M

Reporting period: 2026-03-31 · Number of holdings: 94

MPS Loria Financial Planners, LLC disclosed 94 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $379.0M and a quarterly turnover rate of 6.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 66.46
Portfolio Stability: 6.63
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 62.66

Position sizes vary widely across the portfolio (a coefficient of variation of 3.73), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim AAPL
-0.8%　-$5.6M
Add VB
+1.6%　$1.3M
Add USRT
+6.7%　$1.6M
Trim SCHP
-20.0%　-$2.2M
Trim PGR
-12.4%　-$870.4K
Add CVX
+0.0%　$697.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 89 holdings (of 94 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IWB	Ishares Russell 1000 ETF	ETF-Other	32.07%	+0.05%	+2.21%
2	AAPL	Apple INC	Stock-Tech	18.74%	-0.96%	-0.77%
3	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	11.59%	-0.10%	-6.86%
4	VB	Vanguard Small-cap ETF	ETF-Other	10.67%	+0.60%	+1.65%
5	USRT	Ishares Core US Reit ETF	ETF-Other	4.18%	+0.51%	+6.74%
6	SCHP	Schwab U.s. Tips ETF	ETF-Other	2.36%	-0.50%	-19.99%
7	IWV	Ishares Russell 3000 ETF	ETF-Other	1.26%	—	+1.40%
8	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.06%	+0.09%	+6.96%
9	ABBV	Abbvie INC	Stock-Healthcare	0.92%	-0.01%	+0.69%
10	EFA	Ishares Msci Eafe ETF	ETF-Other	0.81%	-0.01%	-5.41%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.80%	-0.03%	-0.45%
12	PGR	Progressive CORP	Stock-Financials	0.74%	-0.20%	-12.44%
13	MSFT	Microsoft CORP	Stock-Tech	0.74%	-0.19%	+0.79%
14	NVDA	Nvidia CORP	Stock-Tech	0.70%	+0.12%	+26.63%
15	CVX	Chevron CORP	Stock-Energy	0.70%	+0.20%	+0.02%
16	MCK	Mckesson CORP	Stock-Healthcare	0.65%	+0.05%	+0.07%
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.64%	-0.04%	-0.04%
18	UNH	Unitedhealth Group INC	Stock-Healthcare	0.54%	-0.10%	+0.62%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.47%	-0.03%	+1.57%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.46%	-0.01%	—
21	ABT	Abbott Laboratories	Stock-Healthcare	0.45%	-0.08%	+0.54%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.44%	-0.03%	+0.05%
23	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.43%	-0.02%	-0.95%
24	JNJ	Johnson & Johnson	Stock-Healthcare	0.42%	+0.07%	-0.31%
25	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.36%	+0.04%	+11.92%
26	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.34%	—	-2.88%
27	SMH	Vaneck Semiconductor ETF	ETF-Other	0.28%	—	—
28	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	+0.04%	+15.70%
29	BUSE	First Busey CORP	Stock-Other	0.25%	—	+1.05%
30	XOM	Exxon Mobil CORP	Stock-Energy	0.24%	+0.08%	+0.55%
31	VGT	Vanguard Info Tech ETF	ETF-Tech	0.20%	—	+0.18%
32	HD	Home Depot INC	Stock-Consumer Disc	0.20%	—	+0.09%
33	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.18%	—	+0.42%
34	GE	General Electric	Stock-Industrials	0.18%	-0.01%	-1.95%
35	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.18%	—	+0.58%
36	LLY	Eli Lilly & Co	Stock-Healthcare	0.18%	-0.02%	+0.14%
37	CSCO	Cisco Systems INC	Stock-Tech	0.17%	—	+0.45%
38	SHW	Sherwin-williams Co/the	Stock-Materials	0.17%	—	+0.26%
39	WEC	Wec Energy Group INC	Stock-Utilities	0.16%	—	-1.52%
40	WMT	Walmart INC	Stock-Consumer Staples	0.16%	—	+0.08%
41	AVGO	Broadcom INC	Stock-Tech	0.15%	-0.02%	-2.28%
42	CAT	Caterpillar INC	Stock-Industrials	0.14%	+0.03%	+0.13%
43	RWO	State Street Spdr Dow Jones	ETF-Other	0.14%	—	+2.20%
44	GEV	GE Vernova INC	Stock-Industrials	0.14%	+0.04%	-1.00%
45	NFLX	Netflix INC	Stock-Comm Services	0.14%	—	—
46	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.13%	—	+1.66%
47	VZ	Verizon Communications INC	Stock-Comm Services	0.13%	+0.03%	+2.43%
48	NEE	Nextera Energy INC	Stock-Utilities	0.13%	+0.02%	+0.53%
49	BF-B	Brown-forman Corp-class B	Stock-Other	0.13%	—	-1.53%
50	TSLA	Tesla INC	Stock-Consumer Disc	0.13%	-0.02%	-0.60%

1–50 of 89

Portfolio Performance

Performance for Q3 2026

+6.8%

Performance Last 4 Quarters

+28.4%

Stdev: +12.6%
Beta: +0.9
Alpha: +0.5%
Max Drawdown: -8.2%
Annualized Perf: +17.6%
Batting Avg vs S&P: +47.2%
Sortino: +2.77
Stutzer: +0.4
Treynor: +0.19
Sterling: +1.05
Calmar: +2.15
Information Ratio: -0.29
Tracking Error: +4.7%
Stdev Down: +6.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +34.5%
Worst 12 Months: +8.5%
Efficiency Ratio: +0.55
Sharpe: +1.36
Stdev Sectors: +18.8%
Skewness: +0.06
Kurtosis: -0.29
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	94	$379.0M	7	1IWB 2AAPL 3IEMG Top holdings2026-03-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.AGG 9.ABBV 10.EFA
2025-12-31	90	$389.0M	5	1IWB 2AAPL 3IEMG Top holdings2025-12-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.AGG 9.PGR 10.ABBV
2025-09-30	88	$376.3M	14	1IWB 2AAPL 3IEMG Top holdings2025-09-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.PGR 9.MSFT 10.ABBV
2025-06-30	80	$339.9M	0	1IWB 2AAPL 3IEMG Top holdings2025-06-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.IWV 8.PGR 9.MSFT 10.AGG
2025-03-31	80	$337.2M	100	1IWB 2AAPL 3IEMG Top holdings2025-03-31 1.IWB 2.AAPL 3.IEMG 4.VB 5.USRT 6.SCHP 7.PGR 8.IWV 9.UNH 10.AGG
2024-12-31	80	$337.8M	0	1IWB 2AAPL 3VB Top holdings2024-12-31 1.IWB 2.AAPL 3.VB 4.IEMG 5.IWV 6.SCHP 7.PGR 8.UNH 9.AGG 10.MSFT
2024-09-30	82	$335.5M	0	1IWB 2AAPL 3IEMG Top holdings2024-09-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.IWV 6.PGR 7.UNH 8.SCHP 9.AGG 10.MSFT
2024-06-30	80	$310.3M	0	1IWB 2AAPL 3IEMG Top holdings2024-06-30 1.IWB 2.AAPL 3.IEMG 4.VB 5.IWV 6.SCHP 7.UNH 8.MSFT 9.PGR 10.AGG
2024-03-31	80	$297.7M	0	1IWB 2AAPL 3IJR Top holdings2024-03-31 1.IWB 2.AAPL 3.IJR 4.IEMG 5.IWV 6.SCHP 7.UNH 8.PGR 9.AGG 10.ABBV
2023-12-31	84	$284.7M	0	1IWB 2AAPL 3IJR Top holdings2023-12-31 1.IWB 2.AAPL 3.IJR 4.IEMG 5.IWV 6.UNH 7.AGG 8.ABBV 9.MSFT 10.PGR
2023-09-30	77	$255.4M	0	1IWB 2AAPL 3IEMG Top holdings2023-09-30 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.ABBV 9.PGR 10.MSFT
2023-06-30	77	$266.1M	0	1IWB 2AAPL 3IEMG Top holdings2023-06-30 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.MSFT 9.ABBV 10.PGR
2023-03-31	73	$247.4M	0	1IWB 2AAPL 3IEMG Top holdings2023-03-31 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWV 6.UNH 7.AGG 8.ABBV 9.PGR 10.IWM
2022-12-31	70	$225.0M	0	1IWB 2AAPL 3IEMG Top holdings2022-12-31 1.IWB 2.AAPL 3.IEMG 4.IJR 5.IWM 6.IWV 7.UNH 8.ABBV 9.ABT 10.AGG
2022-09-30	69	$257.6M	0	1IWB 2AAPL 3EFA Top holdings2022-09-30 1.IWB 2.AAPL 3.EFA 4.IEMG 5.AGG 6.IJR 7.SPY 8.IWM 9.IWV 10.UNH
2022-06-30	72	$221.7M	0	1IWB 2AAPL 3IEMG Top holdings2022-06-30 1.IWB 2.AAPL 3.IEMG 4.IWM 5.IWV 6.UNH 7.ABBV 8.AGG 9.ABT 10.PGR
2022-03-31	84	$238.2M	0	1IWB 2AAPL 3IWM Top holdings2022-03-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.UNH 6.ABBV 7.AGG 8.ABT 9.EFA 10.MSFT
2021-12-31	80	$245.3M	0	1IWB 2AAPL 3IWM Top holdings2021-12-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.UNH 7.ABT 8.ABBV 9.EFA 10.MSFT
2021-09-30	80	$218.3M	0	1IWB 2AAPL 3IWM Top holdings2021-09-30 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.UNH 7.EFA 8.ABT 9.ABBV 10.MSFT
2021-06-30	83	$216.9M	100	1IWB 2AAPL 3IWM Top holdings2021-06-30 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.EFA 7.UNH 8.ABBV 9.ABT 10.AMZN
2021-03-31	625	$214.8M	15	1IWB 2AAPL 3IWM Top holdings2021-03-31 1.IWB 2.AAPL 3.IWM 4.IWV 5.AGG 6.EFA 7.ABT 8.UNH 9.ABBV 10.MSFT
2020-12-31	636	$222.7M	16	1IWB 2AAPL 3IWM Top holdings2020-12-31 1.IWB 2.AAPL 3.IWM 4.AMLP 5.IWV 6.AMJEUR 7.AGG 8.EFA 9.ABBV 10.UNH
2020-09-30	341	$193.3M	15	1IWB 2AAPL 3IWM Top holdings2020-09-30 1.IWB 2.AAPL 3.IWM 4.AMLP 5.IWV 6.AGG 7.AMJEUR 8.ABT 9.EFA 10.UNH
2020-06-30	349	$186.7M	50	1IWB 2AAPL 3IWM Top holdings2020-06-30 1.IWB 2.AAPL 3.IWM 4.AMLP 5.AMJEUR 6.IWV 7.AGG 8.ABBV 9.EFA 10.UNH
2020-03-31	66	$130.2M	27	1IWB 2AAPL 3IWM Top holdings2020-03-31 1.IWB 2.AAPL 3.IWM 4.AMLPUSD 5.AGG 6.IWV 7.EFA 8.ABBV 9.ABT 10.UNH
2019-12-31	73	$169.6M	19	1IWB 2AAPL 3IWM Top holdings2019-12-31 1.IWB 2.AAPL 3.IWM 4.AMLPUSD 5.AMJEUR 6.IWV 7.AGG 8.EFA 9.SHW 10.ABBV
2019-09-30	69	$153.9M	6	1IWB 2AMLPUSD 3IWM Top holdings2019-09-30 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SHW 9.SDY 10.ABT
2019-06-30	71	$156.4M	7	1IWB 2AMLPUSD 3IWM Top holdings2019-06-30 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SDY 9.ABT 10.CVX
2019-03-31	71	$150.8M	22	1IWB 2AMLPUSD 3IWM Top holdings2019-03-31 1.IWB 2.AMLPUSD 3.IWM 4.AAPL 5.AGG 6.IWV 7.EFA 8.SDY 9.ABBV 10.CVX
2018-12-31	72	$139.3M	19	1IWB 2IWM 3AMLPUSD Top holdings2018-12-31 1.IWB 2.IWM 3.AMLPUSD 4.AAPL 5.AGG 6.ITW 7.IWV 8.EFA 9.ABBV 10.SDY
2018-09-30	76	$159.8M	48	1IWB 2IWM 3AAPL Top holdings2018-09-30 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.IWV 7.AGG 8.EFA 9.ABBV 10.BUSE
2018-06-30	65	$99.3M	48	1IWM 2AAPL 3AMLPUSD Top holdings2018-06-30 1.IWM 2.AAPL 3.AMLPUSD 4.ITW 5.AGG 6.IWV 7.EFA 8.CVX 9.ABBV 10.BUSE
2018-03-31	70	$141.9M	6	1IWB 2IWM 3AAPL Top holdings2018-03-31 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.EFA 9.ABBV 10.SDY
2017-12-31	76	$146.4M	8	1IWB 2IWM 3AAPL Top holdings2017-12-31 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.EFA 9.SDY 10.CVX
2017-09-30	69	$139.8M	14	1IWB 2IWM 3AMLPUSD Top holdings2017-09-30 1.IWB 2.IWM 3.AMLPUSD 4.AAPL 5.ITW 6.AGG 7.IWV 8.EFA 9.BUSE 10.SDY
2017-06-30	406	$149.3M	—	1IWB 2IWM 3AAPL Top holdings2017-06-30 1.IWB 2.IWM 3.AAPL 4.AMLPUSD 5.ITW 6.AGG 7.IWV 8.BUSE 9.EFA 10.SDY

Holding changes this quarter

Position changes disclosed by MPS Loria Financial Planners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VB	Vanguard Small-cap ETF	+0.6%	+1.65%	Add
2	USRT	Ishares Core US Reit ETF	+0.5%	+6.74%	Add
3	CVX	Chevron CORP	+0.2%	+0.02%	Add
4	NVDA	Nvidia CORP	+0.1%	+26.63%	Add
5	AGG	Ishares Core U.s. Aggregate	+0.1%	+6.96%	Add
6	XOM	Exxon Mobil CORP	+0.1%	+0.55%	Add
7	JNJ	Johnson & Johnson	+0.1%	-0.31%	Trim
8	IWB	Ishares Russell 1000 ETF	+0.1%	+2.21%	Add
9	GLW	Corning INC	+0.1%	+0.18%	Add
10	MCK	Mckesson CORP	+0.1%	+0.07%	Add
11	AOR	Ishares Core 60/40 Balanced	0%	+11.92%	Add
12	GEV	GE Vernova INC	0%	-1.00%	Trim
13	AOA	Ishares Core 80/20 Aggressiv	0%	+15.70%	Add
14	CAT	Caterpillar INC	0%	+0.13%	Add
15	VZ	Verizon Communications INC	0%	+2.43%	Add
16	COST	Costco Wholesale CORP	0%	+9.25%	Add
17	NEE	Nextera Energy INC	0%	+0.53%	Add
18	AMAT	Applied Materials INC	0%	—	Unchanged
19	IWV	Ishares Russell 3000 ETF	—	+1.40%	Add
20	ABBV	Abbvie INC	0%	+0.69%	Add
21	EFA	Ishares Msci Eafe ETF	0%	-5.41%	Trim
22	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
23	GE	General Electric	0%	-1.95%	Trim
24	PG	Procter & Gamble Co/the	0%	-14.80%	Trim
25	META	Meta Platforms Inc-class A	0%	+0.13%	Add
26	QQQ	Invesco Qqq Trust Series 1	0%	-0.95%	Trim
27	LLY	Eli Lilly & Co	0%	+0.14%	Add
28	TSLA	Tesla INC	0%	-0.60%	Trim
29	ORCL	Oracle CORP	0%	+0.23%	Add
30	IBM	Intl Business Machines CORP	0%	+0.39%	Add
31	AVGO	Broadcom INC	0%	-2.28%	Trim
32	CEG	Constellation Energy	0%	+0.10%	Add
33	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-0.45%	Trim
34	AMZN	Amazon.com INC	0%	+1.57%	Add
35	GOOG	Alphabet Inc-cl C	0%	+0.05%	Add
36	DIS	Walt Disney Co/the	0%	-8.51%	Trim
37	GOOGL	Alphabet Inc-cl A	0%	-0.04%	Trim
38	ABT	Abbott Laboratories	-0.1%	+0.54%	Add
39	IEMG	Ishares Core Msci Emerging	-0.1%	-6.86%	Trim
40	UNH	Unitedhealth Group INC	-0.1%	+0.62%	Add
41	MSFT	Microsoft CORP	-0.2%	+0.79%	Add
42	PGR	Progressive CORP	-0.2%	-12.44%	Trim
43	SCHP	Schwab U.s. Tips ETF	-0.5%	-19.99%	Trim
44	AAPL	Apple INC	-1%	-0.77%	Trim
45	TAK	Takeda Pharmaceutic-sp Adr	—	NEW	New buy
46	VWO	Vanguard Ftse Emerging Marke	—	EXIT	Sold out
47	AZN	AstraZeneca PLC	—	NEW	New buy
48	COP	Conocophillips	—	NEW	New buy
49	SOXX	Ishares Semiconductor ETF	—	NEW	New buy
50	IBIT	Ishares Bitcoin Trust ETF	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-03	13F-HR	View on EDGAR
2025-09-30	2025-10-17	13F-HR	View on EDGAR
2025-06-30	2025-07-29	13F-HR	View on EDGAR
2025-03-31	2025-04-22	13F-HR	View on EDGAR
2024-12-31	2025-01-14	13F-HR	View on EDGAR
2024-09-30	2024-10-21	13F-HR	View on EDGAR
2024-06-30	2024-07-10	13F-HR	View on EDGAR
2024-03-31	2024-04-17	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-20	13F-HR	View on EDGAR
2023-06-30	2023-07-21	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-01-23	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-07-19	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-10-29	13F-HR	View on EDGAR
2021-06-30	2021-07-20	13F-HR	View on EDGAR
2021-03-31	2021-05-03	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-10-13	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-05	Amendment	View on EDGAR
2020-03-31	2020-05-01	13F-HR	View on EDGAR
2019-12-31	2020-02-07	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-07-31	13F-HR	View on EDGAR
2019-03-31	2019-04-25	13F-HR	View on EDGAR
2018-12-31	2019-01-10	13F-HR	View on EDGAR
2018-09-30	2018-11-08	13F-HR	View on EDGAR
2018-06-30	2018-08-02	13F-HR	View on EDGAR
2018-03-31	2018-04-20	13F-HR	View on EDGAR
2017-12-31	2018-01-24	13F-HR	View on EDGAR
2017-09-30	2017-10-24	13F-HR	View on EDGAR
2017-06-30	2017-09-18	13F-HR	View on EDGAR