Sponsored

The Analysis of IFG Advisors, LLC's Holdings & P&L

Currently, IFG Advisors, LLC holds 165 types of securities in its portfolio with a total value $725.4M. In the most recent quarter, they have increased their positions in VOO (+8.9K shares, valued at $6.1M), USHY (+149.0K shares, valued at $5.5M), N/A (+43.0K shares, valued at $4.2M); decreased their positions in DVY (-16.3K shares, valued at $2.5M), VNQ (-17.2K shares, valued at $1.7M), HYG (-16.3K shares, valued at $1.3M); initiated new positions in USHY (+149.0K shares, valued at $5.5M), N/A (+43.0K shares, valued at $4.2M), NBIS (+1.4K shares, valued at $394.4K).

1M P&L

-2.9M-0.48%

3M P&L

+4.7M+0.79%

HY P&L

+23.9M+4.13%

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/A523.4M

85.0%

2Consumer Electronics19.8M

3.2%

3Semiconductors18.1M

2.9%

Top Industries by Stock Count

1N/A87 stocks

58.4%

2Semiconductors4 stocks

2.7%

3Internet Content & Information3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T121.2K shares0.59%2026-06-302026-07-22

VOO VANGUARD INDEX FDS112.2K shares8.61%2026-06-302026-07-22

IJR ISHARES TR376.6K shares2.58%2026-06-302026-07-22

EFA ISHARES TR493.4K shares0.84%2026-06-302026-07-22

QQQ INVESCO QQQ TR64.3K shares-0.59%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II123.2K shares0.45%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 4043.9K shares-0.75%2026-06-302026-07-22

IJH ISHARES TR322.8K shares7.92%2026-06-302026-07-22

Sponsored

AAPL APPLE INC68.3K shares0.02%2026-06-302026-07-22

ICF ISHARES TR231.5K shares-1.49%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS194.7K shares2.03%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS86.8K shares30.50%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F222.4K shares-2.23%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC9.5K shares-3.51%2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F70.4K shares0.02%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS131.8K shares3.74%2026-06-302026-07-22

Sponsored

BIV VANGUARD BD INDEX FDS132.4K shares7.59%2026-06-302026-07-22

SCZ ISHARES TR100.0K shares-5.21%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST177.7K shares0.02%2026-06-302026-07-22

DVY ISHARES TR45.0K shares-26.56%2026-06-302026-07-22

CTAS CINTAS CORP39.1K shares0.01%2026-06-302026-07-22

NVDA NVIDIA CORPORATION31.9K shares0.09%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND11.8K shares0.09%2026-06-302026-07-22

VB VANGUARD INDEX FDS18.4K shares-0.26%2026-06-302026-07-22

Sponsored

USHY ISHARES TR149.0K sharesnew addition2026-06-302026-07-22

VNQ VANGUARD INDEX FDS54.0K shares-24.15%2026-06-302026-07-22

GOOGL ALPHABET INC13.0K shares0.01%2026-06-302026-07-22

ISHARES TR ISHARES TR43.0K sharesnew addition2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS50.2K shares27.58%2026-06-302026-07-22

BSVO EA SERIES TRUST105.5K shares-1.14%2026-06-302026-07-22

MUB ISHARES TR28.4K shares11.32%2026-06-302026-07-22

HYG ISHARES TR36.7K shares-30.75%2026-06-302026-07-22

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.7K shares-0.47%2026-06-302026-07-22

GLW CORNING INC11.1K shares0.00%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP20.4K shares0.00%2026-06-302026-07-22

BKLN INVESCO EXCH TRADED FD TR II135.0K shares14.89%2026-06-302026-07-22

AMZN AMAZON COM INC11.2K shares0.45%2026-06-302026-07-22

SPSM SPDR SERIES TRUST44.5K shares0.95%2026-06-302026-07-22

IWF ISHARES TR20.4K shares299.90%2026-06-302026-07-22

MSFT MICROSOFT CORP6.3K shares0.89%2026-06-302026-07-22

Sponsored

VO VANGUARD INDEX FDS28.5K shares301.25%2026-06-302026-07-22

IWM ISHARES TR7.5K shares-0.05%2026-06-302026-07-22

DFUV DIMENSIONAL ETF TRUST40.5K shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL4.4K shares34.75%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC6.5K shares0.00%2026-06-302026-07-22

COF CAPITAL ONE FINL CORP10.2K shares0.00%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares-1.64%2026-06-302026-07-22

DFAX DIMENSIONAL ETF TRUST48.9K shares-0.48%2026-06-302026-07-22

Sponsored

META PLATFORMS INC META PLATFORMS INC3.2K shares0.00%2026-06-302026-07-22

SUB ISHARES TR16.6K shares6.35%2026-06-302026-07-22

IWR ISHARES TR15.7K shares-1.73%2026-06-302026-07-22

DFAT DIMENSIONAL ETF TRUST24.5K shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC4.8K shares0.00%2026-06-302026-07-22

MS MORGAN STANLEY7.6K shares0.00%2026-06-302026-07-22

PM PHILIP MORRIS INTL INC8.6K shares0.00%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO4.2K shares-0.82%2026-06-302026-07-22

Sponsored

SPDW SPDR INDEX SHS FDS26.5K shares9.13%2026-06-302026-07-22

ABBVIE INC ABBVIE INC5.3K shares7.33%2026-06-302026-07-22

IVW ISHARES TR9.4K shares0.00%2026-06-302026-07-22

TSLA TESLA INC3.0K shares0.00%2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR52.0K shares-7.62%2026-06-302026-07-22

VUG VANGUARD INDEX FDS14.2K shares493.25%2026-06-302026-07-22

IWB ISHARES TR3.0K shares0.13%2026-06-302026-07-22

ESGV VANGUARD WORLD FD9.2K shares2.36%2026-06-302026-07-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.1K shares9.55%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON4.8K shares-0.56%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T5.6K shares3.02%2026-06-302026-07-22

ITOT ISHARES TR7.1K shares0.85%2026-06-302026-07-22

VBR VANGUARD INDEX FDS4.3K shares0.07%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST12.6K shares0.00%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST19.2K shares0.00%2026-06-302026-07-22

VBK VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-22

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares0.00%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST12.4K shares2.38%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC8.4K shares1.20%2026-06-302026-07-22

LLY ELI LILLY & CO820 shares0.24%2026-06-302026-07-22

MRK MERCK & CO INC7.6K shares0.00%2026-06-302026-07-22

TER TERADYNE INC2.0K shares0.00%2026-06-302026-07-22

USB US BANCORP15.6K shares0.00%2026-06-302026-07-22

HD HOME DEPOT INC2.5K shares-2.31%2026-06-302026-07-22

Sponsored

ZVRA ZEVRA THERAPEUTICS INC61.8K shares0.00%2026-06-302026-07-22

C CITIGROUP INC6.2K shares0.00%2026-06-302026-07-22

BK BANK OF NY MELLON CORP6.0K shares0.00%2026-06-302026-07-22

UNP UNION PAC CORP3.0K shares0.00%2026-06-302026-07-22

IEMG ISHARES INC9.4K shares-9.27%2026-06-302026-07-22

IJK ISHARES TR5.9K shares0.02%2026-06-302026-07-22

BAC BANK OF AMER CORP11.7K shares0.03%2026-06-302026-07-22

WMT WALMART INC5.8K shares0.00%2026-06-302026-07-22

Sponsored

IYW ISHARES TR2.5K shares0.08%2026-06-302026-07-22

VV VANGUARD INDEX FDS1.8K shares41.33%2026-06-302026-07-22

SGOV ISHARES TR6.1K shares-1.16%2026-06-302026-07-22

MO ALTRIA GROUP INC8.5K shares0.00%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC7.2K shares500.17%2026-06-302026-07-22

IJJ ISHARES TR4.0K shares0.00%2026-06-302026-07-22

IDEV ISHARES TR6.1K shares0.82%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR17.1K shares-5.94%2026-06-302026-07-22

Sponsored

VSGX VANGUARD WORLD FD6.1K shares5.62%2026-06-302026-07-22

IVE ISHARES TR2.1K shares0.05%2026-06-302026-07-22

DIS DISNEY WALT CO4.9K shares2.56%2026-06-302026-07-22

AON AON PLC1.4K shares0.00%2026-06-302026-07-22

MPC MARATHON PETE CORP1.8K shares0.00%2026-06-302026-07-22

ISHARES TR ISHARES TR599 shares27.45%2026-06-302026-07-22

SBUX STARBUCKS CORP4.3K shares0.00%2026-06-302026-07-22

QCOM QUALCOMM INC2.3K shares0.00%2026-06-302026-07-22

Sponsored

NETFLIX INC. NETFLIX INC.5.8K shares0.00%2026-06-302026-07-22

DFAE DIMENSIONAL ETF TRUST10.3K shares-8.40%2026-06-302026-07-22

MDLZ MONDELEZ INTL INC7.2K shares0.00%2026-06-302026-07-22

EA ELECTRONIC ARTS INC2.0K shares0.00%2026-06-302026-07-22

VOOV VANGUARD ADMIRAL FDS INC1.9K shares0.00%2026-06-302026-07-22

DFIS DIMENSIONAL ETF TRUST11.6K shares1.45%2026-06-302026-07-22

SHM SPDR SERIES TRUST8.4K shares-0.99%2026-06-302026-07-22

NOC NORTHROP GRUMMAN CORP791 shares0.00%2026-06-302026-07-22

Sponsored

NBIS NEBIUS GROUP N.V.1.4K sharesnew addition2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC517 shares0.00%2026-06-302026-07-22

KO COCA COLA CO4.6K shares0.00%2026-06-302026-07-22

IVOG VANGUARD ADMIRAL FDS INC2.5K shares0.00%2026-06-302026-07-22

UMMA LISTED FDS TR9.2K shares-4.15%2026-06-302026-07-22

FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares0.00%2026-06-302026-07-22

MCD MCDONALDS CORP1.3K shares0.15%2026-06-302026-07-22

CRM SALESFORCE INC2.3K shares0.00%2026-06-302026-07-22

Sponsored

DELL DELL TECHNOLOGIES INC813 sharesnew addition2026-06-302026-07-22

ALL ALLSTATE CORP1.5K shares0.00%2026-06-302026-07-22

IWD ISHARES TR1.4K shares0.21%2026-06-302026-07-22

AEE AMEREN CORP2.9K sharesnew addition2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.5K shares-1.20%2026-06-302026-07-22

MUSA MURPHY USA INC600 shares0.00%2026-06-302026-07-22

VXUS VANGUARD STAR FDS3.8K shares-1.60%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED619 shares0.00%2026-06-302026-07-22

Sponsored

IVOV VANGUARD ADMIRAL FDS INC2.8K shares0.00%2026-06-302026-07-22

IYR ISHARES TR3.1K shares-15.37%2026-06-302026-07-22

LUMENTUM HLDGS INC LUMENTUM HLDGS INC356 shares0.28%2026-06-302026-07-22

RF REGIONS FINANCIAL CORP NEW10.1K shares0.00%2026-06-302026-07-22

CAT CATERPILLAR INC282 sharesnew addition2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS5.7K shares10.87%2026-06-302026-07-22

USEW EA SERIES TRUST5.2K shares0.00%2026-06-302026-07-22

CSX CSX CORP6.1K shares0.00%2026-06-302026-07-22

Sponsored

AMD ADVANCED MICRO DEVICES INC494 sharesnew addition2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC3.2K shares0.00%2026-06-302026-07-22

EMR EMERSON ELEC CO1.9K shares2.11%2026-06-302026-07-22

EEM ISHARES TR4.0K shares-3.48%2026-06-302026-07-22

DGRO ISHARES TR3.6K shares0.11%2026-06-302026-07-22

IJS ISHARES TR2.0K shares-8.59%2026-06-302026-07-22

IJT ISHARES TR1.5K shares0.07%2026-06-302026-07-22

HEI HEICO CORP NEW717 sharesnew addition2026-06-302026-07-22

Sponsored

VZ VERIZON COMMUNICATIONS INC6.0K shares0.02%2026-06-302026-07-22

GE GE AEROSPACE671 shares-6.55%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC2.3K shares0.00%2026-06-302026-07-22

VIOG VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2026-06-302026-07-22

DFGR DIMENSIONAL ETF TRUST8.3K shares0.00%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F4.6K shares5.90%2026-06-302026-07-22

NKE NIKE INC5.6K shares0.14%2026-06-302026-07-22

ULTA BEAUTY INC ULTA BEAUTY INC501 shares0.00%2026-06-302026-07-22

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN4.4K shares-7.09%2026-06-302026-07-22

ABT ABBOTT LABORATORIES2.5K shares0.00%2026-06-302026-07-22

VIOV VANGUARD ADMIRAL FDS INC1.9K sharesnew addition2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC432 shares0.00%2026-06-302026-07-22

VGIT VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-06-302026-07-22

GEV GE VERNOVA INC179 sharesnew addition2026-06-302026-07-22

DE DEERE & CO329 sharesnew addition2026-06-302026-07-22

IWY ISHARES TR712 sharesnew addition2026-06-302026-07-22

Sponsored

XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-22

TCV EA SERIES TRUST6.3K sharesnew addition2026-06-302026-07-22

DKNG DRAFTKINGS INC NEW8.0K sharesnew addition2026-06-302026-07-22

EAGG ISHARES TR4.2K sharesnew addition2026-06-302026-07-22

REPL REPLIMUNE GROUP INC10.0K sharesnew addition2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T

0.59%

Shares121.2K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

8.61%

Shares112.2K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

2.58%

Shares376.6K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

0.84%

Shares493.4K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-0.59%

Shares64.3K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

0.45%

Shares123.2K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

-0.75%

Shares43.9K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

7.92%

Shares322.8K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.02%

Shares68.3K

Event2026-06-30

Filed2026-07-22

ICF

ISHARES TR

-1.49%

Shares231.5K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

2.03%

Shares194.7K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

30.50%

Shares86.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

-2.23%

Shares222.4K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

-3.51%

Shares9.5K

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

0.02%

Shares70.4K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

3.74%

Shares131.8K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

7.59%

Shares132.4K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

-5.21%

Shares100.0K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

0.02%

Shares177.7K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

-26.56%

Shares45.0K

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

0.01%

Shares39.1K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.09%

Shares31.9K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.09%

Shares11.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.26%

Shares18.4K

Event2026-06-30

Filed2026-07-22

USHY

ISHARES TR

New

Shares149.0K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-24.15%

Shares54.0K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.01%

Shares13.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

New

Shares43.0K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

27.58%

Shares50.2K

Event2026-06-30

Filed2026-07-22

BSVO

EA SERIES TRUST

-1.14%

Shares105.5K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

11.32%

Shares28.4K

Event2026-06-30

Filed2026-07-22

HYG

ISHARES TR

-30.75%

Shares36.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-0.47%

Shares8.7K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-22

BKLN

INVESCO EXCH TRADED FD TR II

14.89%

Shares135.0K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.45%

Shares11.2K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

0.95%

Shares44.5K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

299.90%

Shares20.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.89%

Shares6.3K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

301.25%

Shares28.5K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

-0.05%

Shares7.5K

Event2026-06-30

Filed2026-07-22

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares40.5K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

34.75%

Shares4.4K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-1.64%

Shares5.3K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

-0.48%

Shares48.9K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

6.35%

Shares16.6K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-1.73%

Shares15.7K

Event2026-06-30

Filed2026-07-22

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-0.82%

Shares4.2K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

9.13%

Shares26.5K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

7.33%

Shares5.3K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

-7.62%

Shares52.0K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

493.25%

Shares14.2K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

2.36%

Shares9.2K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

9.55%

Shares5.1K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-0.56%

Shares4.8K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

3.02%

Shares5.6K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.85%

Shares7.1K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.07%

Shares4.3K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

2.38%

Shares12.4K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

1.20%

Shares8.4K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.24%

Shares820

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-2.31%

Shares2.5K

Event2026-06-30

Filed2026-07-22

ZVRA

ZEVRA THERAPEUTICS INC

0.00%

Shares61.8K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-22

BANK OF NY MELLON CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-9.27%

Shares9.4K

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

0.02%

Shares5.9K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.03%

Shares11.7K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

41.33%

Shares1.8K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

-1.16%

Shares6.1K

Event2026-06-30

Filed2026-07-22

ALTRIA GROUP INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

500.17%

Shares7.2K

Event2026-06-30

Filed2026-07-22

IJJ

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

IDEV

ISHARES TR

0.82%

Shares6.1K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

-5.94%

Shares17.1K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

5.62%

Shares6.1K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

2.56%

Shares4.9K

Event2026-06-30

Filed2026-07-22

AON

AON PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

ISHARES TR

27.45%

Shares599

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-22

DFAE

DIMENSIONAL ETF TRUST

-8.40%

Shares10.3K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-22

ELECTRONIC ARTS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

DFIS

DIMENSIONAL ETF TRUST

1.45%

Shares11.6K

Event2026-06-30

Filed2026-07-22

SHM

SPDR SERIES TRUST

-0.99%

Shares8.4K

Event2026-06-30

Filed2026-07-22

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares791

Event2026-06-30

Filed2026-07-22

NBIS

NEBIUS GROUP N.V.

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

0.00%

Shares517

Event2026-06-30

Filed2026-07-22

COCA COLA CO

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-22

IVOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

UMMA

LISTED FDS TR

-4.15%

Shares9.2K

Event2026-06-30

Filed2026-07-22

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

New

Shares813

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-22

AEE

AMEREN CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-1.20%

Shares1.5K

Event2026-06-30

Filed2026-07-22

MUSA

MURPHY USA INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

-1.60%

Shares3.8K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

0.00%

Shares619

Event2026-06-30

Filed2026-07-22

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

IYR

ISHARES TR

-15.37%

Shares3.1K

Event2026-06-30

Filed2026-07-22

LUMENTUM HLDGS INC

0.28%

Shares356

Event2026-06-30

Filed2026-07-22

REGIONS FINANCIAL CORP NEW

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

New

Shares282

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

10.87%

Shares5.7K

Event2026-06-30

Filed2026-07-22

USEW

EA SERIES TRUST

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares494

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

2.11%

Shares1.9K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

-3.48%

Shares4.0K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

0.11%

Shares3.6K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

-8.59%

Shares2.0K

Event2026-06-30

Filed2026-07-22

IJT

ISHARES TR

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-22

HEI

HEICO CORP NEW

New

Shares717

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

0.02%

Shares6.0K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

-6.55%

Shares671

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

VIOG

VANGUARD ADMIRAL FDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-22

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

5.90%

Shares4.6K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

0.14%

Shares5.6K

Event2026-06-30

Filed2026-07-22

ULTA BEAUTY INC

0.00%

Shares501

Event2026-06-30

Filed2026-07-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

-7.09%

Shares4.4K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares432

Event2026-06-30

Filed2026-07-22

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares3.7K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

New

Shares179

Event2026-06-30

Filed2026-07-22

DEERE & CO

New

Shares329

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

New

Shares712

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-22

TCV

EA SERIES TRUST

New

Shares6.3K

Event2026-06-30

Filed2026-07-22

DKNG

DRAFTKINGS INC NEW

New

Shares8.0K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-22

REPL

REPLIMUNE GROUP INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available