Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
John W. Brooker & Co., CPAs (CIK 1798926) reported $63.5M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($4.8M, 7.51%), SCHD ($3.1M, 4.85%), TOTL ($2.9M, 4.57%), VUG ($2.9M, 4.54%), JPST ($2.9M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $4.8M | 7.51% | 7,980 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 4.85% | 100,338 | Added |
| 3 | TOTL | SSGA ACTIVE ETF TR | $2.9M | 4.57% | 73,066 | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $2.9M | 4.54% | 6,596 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $2.9M | 4.51% | 56,570 | Trimmed |
| 6 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.7M | 4.32% | 58,194 | Trimmed |
| 7 | PYLD | PIMCO ETF TR | $2.6M | 4.03% | 97,686 | Added |
| 8 | IJR | ISHARES TR | $2.5M | 3.93% | 20,086 | Trimmed |
| 9 | BOND | PIMCO ETF TR | $2.0M | 3.18% | 21,897 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $2.0M | 3.11% | 6,882 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $1.7M | 2.72% | 29,685 | Trimmed |
| 12 | VYM | VANGUARD WHITEHALL FDS | $1.6M | 2.48% | 10,648 | Hold |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $1.5M | 2.41% | 33,543 | Trimmed |
| 14 | SCHM | SCHWAB STRATEGIC TR | $1.5M | 2.40% | 49,243 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $1.4M | 2.23% | 48,589 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $1.3M | 1.98% | 4,807 | Added |
| 17 | BINC | BLACKROCK ETF TRUST II | $1.3M | 1.98% | 24,169 | Trimmed |
| 18 | MINT | PIMCO ETF TR | $1.2M | 1.84% | 11,635 | Added |
| 19 | JAAA | JANUS DETROIT STR TR | $1.2M | 1.82% | 22,985 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $1.1M | 1.78% | 5,757 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.1M | 1.72% | 19,687 | Added |
| 22 | RDVI | FIRST TR EXCHANGE-TRADED FD | $1.0M | 1.63% | 40,410 | Added |
| 23 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.59% | 11,924 | Trimmed |
| 24 | GSIE | GOLDMAN SACHS ETF TR | $1.0M | 1.58% | 23,271 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $936,623 | 1.48% | 9,566 | Added |
Source: SEC Form 13F filings · as of 2026-03-31