Sponsored
The Analysis of PINNEY & SCOFIELD, INC.'s Holdings & P&L
Currently, PINNEY & SCOFIELD, INC. holds 232 types of securities in its portfolio with a total value $204.5M. In the most recent quarter, they have increased their positions in DFIP (+50.7K shares, valued at $2.1M), VUG (+19.5K shares, valued at $1.7M), N/A (+3.4K shares, valued at $471.0K); decreased their positions in VWO (-7.6K shares, valued at $455.2K), DFUV (-5.7K shares, valued at $312.8K), VPL (-1.7K shares, valued at $193.7K); initiated new positions in N/A (+3.4K shares, valued at $471.0K), N/A (+157 shares, valued at $21.3K), N/A (+198 shares, valued at $14.9K).
1M P&L
-1.5M-0.74%
3M P&L
-1.5M-0.76%
HY P&L
+7.5M+3.93%
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/A171.7M
86.0%
2Drug Manufacturers - General9.1M
4.6%
3Consumer Electronics6.5M
3.3%
Top Industries by Stock Count
1N/A94 stocks
45.9%
2Semiconductors7 stocks
3.4%
3Drug Manufacturers - General6 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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DFIP
8.97%DIMENSIONAL ETF TRUST
Shares615.6K
Event2026-06-30
Filed2026-08-07
DFAS
-0.49%DIMENSIONAL ETF TRUST
Shares291.0K
Event2026-06-30
Filed2026-08-07
DFIV
-0.13%DIMENSIONAL ETF TRUST
Shares424.3K
Event2026-06-30
Filed2026-08-07
DFUV
-1.79%DIMENSIONAL ETF TRUST
Shares311.8K
Event2026-06-30
Filed2026-08-07
DFAT
-1.20%DIMENSIONAL ETF TRUST
Shares177.7K
Event2026-06-30
Filed2026-08-07
DFAR
1.91%DIMENSIONAL ETF TRUST
Shares439.6K
Event2026-06-30
Filed2026-08-07
DISV
0.37%DIMENSIONAL ETF TRUST
Shares245.1K
Event2026-06-30
Filed2026-08-07
LLY
0.00%ELI LILLY & CO
Shares7.4K
Event2026-06-30
Filed2026-08-07
DFSV
-1.10%DIMENSIONAL ETF TRUST
Shares205.7K
Event2026-06-30
Filed2026-08-07
AAPL
0.26%APPLE INC
Shares22.5K
Event2026-06-30
Filed2026-08-07
DFLV
4.36%DIMENSIONAL ETF TRUST
Shares156.0K
Event2026-06-30
Filed2026-08-07
DFIS
2.49%DIMENSIONAL ETF TRUST
Shares136.2K
Event2026-06-30
Filed2026-08-07
DIHP
6.14%DIMENSIONAL ETF TRUST
Shares118.4K
Event2026-06-30
Filed2026-08-07
NVDA
-0.13%NVIDIA CORPORATION
Shares18.5K
Event2026-06-30
Filed2026-08-07
BLV
2.43%VANGUARD BD INDEX FDS
Shares47.2K
Event2026-06-30
Filed2026-08-07
VPL
-7.68%VANGUARD INTL EQUITY INDEX F
Shares20.1K
Event2026-06-30
Filed2026-08-07
DFEM
6.30%DIMENSIONAL ETF TRUST
Shares55.2K
Event2026-06-30
Filed2026-08-07
DFEV
-0.23%DIMENSIONAL ETF TRUST
Shares47.0K
Event2026-06-30
Filed2026-08-07
VUG
560.87%VANGUARD INDEX FDS
Shares22.9K
Event2026-06-30
Filed2026-08-07
DFCF
0.01%DIMENSIONAL ETF TRUST
Shares37.5K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-2.11%ISHARES TR
Shares12.8K
Event2026-06-30
Filed2026-08-07
IWR
0.00%ISHARES TR
Shares10.8K
Event2026-06-30
Filed2026-08-07
SUB
0.00%ISHARES TR
Shares11.0K
Event2026-06-30
Filed2026-08-07
DEHP
-5.21%DIMENSIONAL ETF TRUST
Shares23.6K
Event2026-06-30
Filed2026-08-07
IJH
0.00%ISHARES TR
Shares12.8K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-3.01%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-08-07
GOOGL
0.00%ALPHABET INC
Shares2.4K
Event2026-06-30
Filed2026-08-07
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-06-30
Filed2026-08-07
AMZN
0.00%AMAZON COM INC
Shares2.3K
Event2026-06-30
Filed2026-08-07
VCLT
46.21%VANGUARD SCOTTSDALE FDS
Shares7.0K
Event2026-06-30
Filed2026-08-07
IEMG
0.00%ISHARES INC
Shares6.3K
Event2026-06-30
Filed2026-08-07
GOOG
0.00%ALPHABET INC
Shares1.5K
Event2026-06-30
Filed2026-08-07
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1.0K
Event2026-06-30
Filed2026-08-07
EXXON MOBIL CORP
NewEXXON MOBIL CORP
Shares3.4K
Event2026-06-30
Filed2026-08-07
VGLT
29.41%VANGUARD SCOTTSDALE FDS
Shares8.0K
Event2026-06-30
Filed2026-08-07
IJR
0.00%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-08-07
DFAE
13.10%DIMENSIONAL ETF TRUST
Shares10.6K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO.
0.00%JPMORGAN CHASE & CO.
Shares1.2K
Event2026-06-30
Filed2026-08-07
MSFT
0.00%MICROSOFT CORP
Shares1.0K
Event2026-06-30
Filed2026-08-07
GE
14.66%GE AEROSPACE
Shares1.0K
Event2026-06-30
Filed2026-08-07
COSTCO WHSL CORP NEW
0.00%COSTCO WHSL CORP NEW
Shares364
Event2026-06-30
Filed2026-08-07
BND
75.97%VANGUARD BD INDEX FDS
Shares4.5K
Event2026-06-30
Filed2026-08-07
VNQ
0.06%VANGUARD INDEX FUNDS
Shares3.3K
Event2026-06-30
Filed2026-08-07
BMO
0.00%BANK MONTREAL QUE
Shares1.7K
Event2026-06-30
Filed2026-08-07
SCHX
-1.70%SCHWAB STRATEGIC TR
Shares10.0K
Event2026-06-30
Filed2026-08-07
PG
0.00%PROCTER AND GAMBLE CO
Shares2.0K
Event2026-06-30
Filed2026-08-07
EMB
-5.84%ISHARES TR
Shares3.0K
Event2026-06-30
Filed2026-08-07
GEV
14.42%GE VERNOVA INC
Shares246
Event2026-06-30
Filed2026-08-07
UMBF
0.00%UMB FINL CORP
Shares1.8K
Event2026-06-30
Filed2026-08-07
DFSD
20.75%DIMENSIONAL ETF TRUST
Shares5.2K
Event2026-06-30
Filed2026-08-07
TSLA
-8.59%TESLA INC
Shares585
Event2026-06-30
Filed2026-08-07
NEXTERA ENERGY INC
0.00%NEXTERA ENERGY INC
Shares2.8K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
0.00%CISCO SYS INC
Shares2.0K
Event2026-06-30
Filed2026-08-07
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares827
Event2026-06-30
Filed2026-08-07
META PLATFORMS INC
0.00%META PLATFORMS INC
Shares405
Event2026-06-30
Filed2026-08-07
DFAI
-4.42%DIMENSIONAL ETF TRUST
Shares5.4K
Event2026-06-30
Filed2026-08-07
VISA INC
0.00%VISA INC
Shares589
Event2026-06-30
Filed2026-08-07
SCZ
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-08-07
UNP
0.00%UNION PAC CORP
Shares718
Event2026-06-30
Filed2026-08-07
BSV
0.29%VANGUARD BD INDEX FDS
Shares2.4K
Event2026-06-30
Filed2026-08-07
VTV
-12.40%VANGUARD INDEX FDS
Shares841
Event2026-06-30
Filed2026-08-07
IWN
0.00%ISHARES TR
Shares810
Event2026-06-30
Filed2026-08-07
DELL
0.00%DELL TECHNOLOGIES INC
Shares381
Event2026-06-30
Filed2026-08-07
T
0.00%AT&T INC
Shares7.7K
Event2026-06-30
Filed2026-08-07
AMD
-1.87%ADVANCED MICRO DEVICES INC
Shares262
Event2026-06-30
Filed2026-08-07
UNITEDHEALTH GROUP INC
0.00%UNITEDHEALTH GROUP INC
Shares355
Event2026-06-30
Filed2026-08-07
CVS
-10.42%CVS HEALTH CORP
Shares1.4K
Event2026-06-30
Filed2026-08-07
CSX
0.00%CSX CORP
Shares2.9K
Event2026-06-30
Filed2026-08-07
CGNX
-32.06%COGNEX CORP
Shares1.9K
Event2026-06-30
Filed2026-08-07
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares1.7K
Event2026-06-30
Filed2026-08-07
PFE
0.00%PFIZER INC
Shares5.3K
Event2026-06-30
Filed2026-08-07
VOO
0.00%VANGUARD INDEX FDS
Shares186
Event2026-06-30
Filed2026-08-07
SCHG
0.00%SCHWAB STRATEGIC TR
Shares3.8K
Event2026-06-30
Filed2026-08-07
SCHC
0.00%SCHWAB STRATEGIC TR
Shares2.6K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
0.00%ABBVIE INC
Shares478
Event2026-06-30
Filed2026-08-07
ISHARES TR
0.00%ISHARES TR
Shares1.2K
Event2026-06-30
Filed2026-08-07
SYK
0.00%STRYKER CORPORATION
Shares360
Event2026-06-30
Filed2026-08-07
DIS
0.00%DISNEY WALT CO
Shares1.2K
Event2026-06-30
Filed2026-08-07
TXN
0.00%TEXAS INSTRS INC
Shares370
Event2026-06-30
Filed2026-08-07
CME
0.00%CME GROUP INC
Shares498
Event2026-06-30
Filed2026-08-07
DFAW
6.45%DIMENSIONAL ETF TRUST
Shares1.3K
Event2026-06-30
Filed2026-08-07
ADP
0.00%AUTOMATIC DATA PROCESSING INC
Shares450
Event2026-06-30
Filed2026-08-07
WDC
0.00%WESTERN DIGITAL CORP
Shares150
Event2026-06-30
Filed2026-08-07
ADI
0.00%ANALOG DEVICES INC
Shares241
Event2026-06-30
Filed2026-08-07
MDY
0.00%SPDR S&P MIDCAP 400 ETF TR
Shares134
Event2026-06-30
Filed2026-08-07
INTC
0.00%INTEL CORP
Shares666
Event2026-06-30
Filed2026-08-07
VGK
0.10%VANGUARD INTL EQUITY INDEX F
Shares1.0K
Event2026-06-30
Filed2026-08-07
SPYV
0.00%SPDR SER TR
Shares1.5K
Event2026-06-30
Filed2026-08-07
SCHF
0.60%SCHWAB STRATEGIC TR
Shares3.2K
Event2026-06-30
Filed2026-08-07
BP
-21.33%BP PLC
Shares2.4K
Event2026-06-30
Filed2026-08-07
SPDR S&P 500 ETF TR
0.00%SPDR S&P 500 ETF TR
Shares117
Event2026-06-30
Filed2026-08-07
DFSE
-18.80%DIMENSIONAL ETF TRUST
Shares1.8K
Event2026-06-30
Filed2026-08-07
BA
0.00%BOEING CO
Shares367
Event2026-06-30
Filed2026-08-07
YUM
0.00%YUM BRANDS INC
Shares467
Event2026-06-30
Filed2026-08-07
IWP
0.00%ISHARES TR
Shares509
Event2026-06-30
Filed2026-08-07
TT
0.00%TRANE TECHNOLOGIES PLC
Shares150
Event2026-06-30
Filed2026-08-07
KHC
34.50%KRAFT HEINZ CO
Shares3.1K
Event2026-06-30
Filed2026-08-07
AMGN
100.00%AMGEN INC
Shares200
Event2026-06-30
Filed2026-08-07
TSM
0.00%TAIWAN SEMICONDUCTOR MFG LTD
Shares150
Event2026-06-30
Filed2026-08-07
SCHA
0.16%SCHWAB STRATEGIC TR
Shares1.9K
Event2026-06-30
Filed2026-08-07
CLS
0.00%CELESTICA INC
Shares180
Event2026-06-30
Filed2026-08-07
TFC
0.00%TRUIST FINL CORP
Shares1.3K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
-6.42%VANGUARD INDEX FDS
Shares175
Event2026-06-30
Filed2026-08-07
DFSU
0.15%DIMENSIONAL ETF TRUST
Shares1.3K
Event2026-06-30
Filed2026-08-07
TIP
-37.02%ISHARES TR
Shares553
Event2026-06-30
Filed2026-08-07
PM
0.00%PHILIP MORRIS INTL INC
Shares330
Event2026-06-30
Filed2026-08-07
DFSB
-22.13%DIMENSIONAL ETF TRUST
Shares1.1K
Event2026-06-30
Filed2026-08-07
EBAY
0.00%EBAY INC.
Shares493
Event2026-06-30
Filed2026-08-07
VZ
0.00%VERIZON COMMUNICATIONS INC
Shares1.3K
Event2026-06-30
Filed2026-08-07
VOOV
0.00%VANGUARD ADMIRAL FDS INC
Shares250
Event2026-06-30
Filed2026-08-07
CEG
0.00%CONSTELLATION ENERGY CORP
Shares220
Event2026-06-30
Filed2026-08-07
ESRT
0.00%EMPIRE ST RLTY TR INC
Shares10.0K
Event2026-06-30
Filed2026-08-07
VO
204.59%VANGUARD INDEX FDS
Shares597
Event2026-06-30
Filed2026-08-07
DE
0.00%DEERE & CO
Shares75
Event2026-06-30
Filed2026-08-07
CAH
0.00%CARDINAL HEALTH INC
Shares200
Event2026-06-30
Filed2026-08-07
WBD
0.00%WARNER BROS DISCOVERY INC
Shares1.8K
Event2026-06-30
Filed2026-08-07
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares648
Event2026-06-30
Filed2026-08-07
MO
0.00%ALTRIA GROUP INC
Shares631
Event2026-06-30
Filed2026-08-07
FNDX
0.35%SCHWAB STRATEGIC TR
Shares1.4K
Event2026-06-30
Filed2026-08-07
BBT
0.00%BERKSHIRE HILLS BANCORP INC
Shares1.4K
Event2026-06-30
Filed2026-08-07
AMT
0.00%AMERICAN TOWER CORP NEW
Shares265
Event2026-06-30
Filed2026-08-07
IWB
-55.56%ISHARES TR
Shares100
Event2026-06-30
Filed2026-08-07
UPS
-3.32%UNITED PARCEL SERVICE INC
Shares379
Event2026-06-30
Filed2026-08-07
JNK
0.00%SPDR SERIES TRUST
Shares420
Event2026-06-30
Filed2026-08-07
CORTEVA INC
0.00%CORTEVA INC
Shares472
Event2026-06-30
Filed2026-08-07
MPC
0.00%MARATHON PETE CORP
Shares150
Event2026-06-30
Filed2026-08-07
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares500
Event2026-06-30
Filed2026-08-07
MCD
-44.77%MCDONALDS CORP
Shares132
Event2026-06-30
Filed2026-08-07
VEU
-13.83%VANGUARD INTL EQUITY INDEX F
Shares405
Event2026-06-30
Filed2026-08-07
VANGUARD SCOTTSDALE FDS
-15.71%VANGUARD SCOTTSDALE FDS
Shares279
Event2026-06-30
Filed2026-08-07
DFSI
1.08%DIMENSIONAL ETF TRUST
Shares749
Event2026-06-30
Filed2026-08-07
XLV
0.00%SELECT SECTOR SPDR TR
Shares200
Event2026-06-30
Filed2026-08-07
VOT
0.00%VANGUARD INDEX FDS
Shares102
Event2026-06-30
Filed2026-08-07
EQIX
0.00%EQUINIX INC
Shares30
Event2026-06-30
Filed2026-08-07
GSEW
0.31%GOLDMAN SACHS ETF TR
Shares321
Event2026-06-30
Filed2026-08-07
MRK
0.00%MERCK & CO INC
Shares235
Event2026-06-30
Filed2026-08-07
ICFI
-51.53%ICF INTL INC
Shares413
Event2026-06-30
Filed2026-08-07
FNDF
0.54%SCHWAB STRATEGIC TR
Shares558
Event2026-06-30
Filed2026-08-07
TMUS
0.00%T-MOBILE US INC
Shares175
Event2026-06-30
Filed2026-08-07
FNDA
0.26%SCHWAB STRATEGIC TR
Shares770
Event2026-06-30
Filed2026-08-07
PTC
0.00%PTC INC
Shares256
Event2026-06-30
Filed2026-08-07
CTSH
-1.74%COGNIZANT TECHNOLOGY SOLUTIO
Shares734
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
0.00%RTX CORPORATION
Shares149
Event2026-06-30
Filed2026-08-07
VB
0.00%VANGUARD INDEX FDS
Shares91
Event2026-06-30
Filed2026-08-07
Life & Banc Split Corp
0.00%Life & Banc Split Corp
Shares2.5K
Event2026-06-30
Filed2026-08-07
GSIE
0.00%GOLDMAN SACHS ETF TR
Shares583
Event2026-06-30
Filed2026-08-07
AKAMAI TECHNOLOGIES INC
61.87%AKAMAI TECHNOLOGIES INC
Shares225
Event2026-06-30
Filed2026-08-07
VLO
0.00%VALERO ENERGY CORP
Shares100
Event2026-06-30
Filed2026-08-07
BMY
0.00%BRISTOL-MYERS SQUIBB CO
Shares450
Event2026-06-30
Filed2026-08-07
IGV
0.00%ISHARES TR
Shares280
Event2026-06-30
Filed2026-08-07
DAC
-21.57%DANAOS CORPORATION
Shares200
Event2026-06-30
Filed2026-08-07
MDLZ
0.00%MONDELEZ INTL INC
Shares417
Event2026-06-30
Filed2026-08-07
DFAU
0.00%DIMENSIONAL ETF TRUST
Shares415
Event2026-06-30
Filed2026-08-07
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares157
Event2026-06-30
Filed2026-08-07
GEHC
14.58%GE HEALTHCARE TECHNOLOGIES
Shares330
Event2026-06-30
Filed2026-08-07
SRE
0.00%SEMPRA
Shares226
Event2026-06-30
Filed2026-08-07
BROADCOM INC
0.00%BROADCOM INC
Shares55
Event2026-06-30
Filed2026-08-07
IVE
-4.40%ISHARES TR
Shares87
Event2026-06-30
Filed2026-08-07
PDBC
0.00%INVESCO ACTVELY MNGD ETC FD
Shares1.0K
Event2026-06-30
Filed2026-08-07
VYM
0.00%VANGUARD WHITEHALL FDS
Shares100
Event2026-06-30
Filed2026-08-07
SCHV
0.45%SCHWAB STRATEGIC TR
Shares448
Event2026-06-30
Filed2026-08-07
FTGC
-33.29%FIRST TR EXCHANGE TRAD FD VI
Shares573
Event2026-06-30
Filed2026-08-07
GLD
0.00%SPDR GOLD TR
Shares41
Event2026-06-30
Filed2026-08-07
VANGUARD MALVERN FDS
NewVANGUARD MALVERN FDS
Shares198
Event2026-06-30
Filed2026-08-07
FNDC
0.66%SCHWAB STRATEGIC TR
Shares303
Event2026-06-30
Filed2026-08-07
SDY
-30.37%SPDR SER TR
Shares94
Event2026-06-30
Filed2026-08-07
ARM
0.00%ARM HOLDINGS PLC
Shares40
Event2026-06-30
Filed2026-08-07
SCHP
1.17%SCHWAB STRATEGIC TR
Shares521
Event2026-06-30
Filed2026-08-07
EMR
0.00%EMERSON ELEC CO
Shares95
Event2026-06-30
Filed2026-08-07
PYPL
0.32%PAYPAL HLDGS INC
Shares312
Event2026-06-30
Filed2026-08-07
USHY
-49.93%ISHARES TR
Shares362
Event2026-06-30
Filed2026-08-07
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares53
Event2026-06-30
Filed2026-08-07
MARRIOTT VACATIONS WORLDWIDE
0.00%MARRIOTT VACATIONS WORLDWIDE
Shares120
Event2026-06-30
Filed2026-08-07
ABT
0.00%ABBOTT LABORATORIES
Shares132
Event2026-06-30
Filed2026-08-07
LIN
0.00%LINDE PLC
Shares23
Event2026-06-30
Filed2026-08-07
DOW
0.00%DOW INC
Shares427
Event2026-06-30
Filed2026-08-07
IWM
0.00%ISHARES TR
Shares38
Event2026-06-30
Filed2026-08-07
SCHB
0.26%SCHWAB STRATEGIC TR
Shares391
Event2026-06-30
Filed2026-08-07
FNDB
0.00%SCHWAB STRATEGIC TR
Shares360
Event2026-06-30
Filed2026-08-07
KVUE
0.00%KENVUE INC
Shares570
Event2026-06-30
Filed2026-08-07
IR
0.00%INGERSOLL RAND INC
Shares132
Event2026-06-30
Filed2026-08-07
C
0.00%CITIGROUP INC
Shares73
Event2026-06-30
Filed2026-08-07
LQD
-50.00%ISHARES TR
Shares93
Event2026-06-30
Filed2026-08-07
SHEL
0.00%SHELL PLC
Shares130
Event2026-06-30
Filed2026-08-07
ASML
0.00%ASML HOLDING N V
Shares5
Event2026-06-30
Filed2026-08-07
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares38
Event2026-06-30
Filed2026-08-07
VLTO
0.00%VERALTO CORP
Shares86
Event2026-06-30
Filed2026-08-07
ETR
0.00%ENTERGY CORP NEW
Shares66
Event2026-06-30
Filed2026-08-07
DLS
0.00%WISDOMTREE TR
Shares86
Event2026-06-30
Filed2026-08-07
ETN
0.00%EATON CORP PLC
Shares16
Event2026-06-30
Filed2026-08-07
WFC
0.00%WELLS FARGO CO NEW
Shares82
Event2026-06-30
Filed2026-08-07
AEGON LTD
0.00%AEGON LTD
Shares714
Event2026-06-30
Filed2026-08-07
PGR
0.00%PROGRESSIVE CORP
Shares26
Event2026-06-30
Filed2026-08-07
ICF
0.00%ISHARES TR
Shares78
Event2026-06-30
Filed2026-08-07
MFC
-84.44%MANULIFE FINL CORP
Shares126
Event2026-06-30
Filed2026-08-07
ANET
0.00%ARISTA NETWORKS INC
Shares30
Event2026-06-30
Filed2026-08-07
VWO
-99.03%VANGUARD INTL EQUITY INDEX F
Shares75
Event2026-06-30
Filed2026-08-07
SLV
0.00%ISHARES SILVER TR
Shares80
Event2026-06-30
Filed2026-08-07
CC
0.00%CHEMOURS CO
Shares200
Event2026-06-30
Filed2026-08-07
CRSP
0.00%CRISPR THERAPEUTICS AG
Shares75
Event2026-06-30
Filed2026-08-07
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares54
Event2026-06-30
Filed2026-08-07
BLK
0.00%BLACKROCK INC
Shares4
Event2026-06-30
Filed2026-08-07
DUSB
68.18%DIMENSIONAL ETF TRUST
Shares74
Event2026-06-30
Filed2026-08-07
NTRS
0.00%NORTHERN TR CORP
Shares20
Event2026-06-30
Filed2026-08-07
BX
0.00%BLACKSTONE INC
Shares29
Event2026-06-30
Filed2026-08-07
QSI
0.00%QUANTUM SI INC
Shares3.7K
Event2026-06-30
Filed2026-08-07
CRWV
0.00%COREWEAVE INC
Shares30
Event2026-06-30
Filed2026-08-07
AEVA
0.00%AEVA TECHNOLOGIES INC
Shares100
Event2026-06-30
Filed2026-08-07
ICOP
0.00%ISHARES TR
Shares58
Event2026-06-30
Filed2026-08-07
WAB
0.00%WABTEC
Shares9
Event2026-06-30
Filed2026-08-07
QBTS
0.00%D-WAVE QUANTUM INC
Shares100
Event2026-06-30
Filed2026-08-07
CRNC
0.00%CERENCE INC
Shares200
Event2026-06-30
Filed2026-08-07
MICROSTRATEGY INC
0.00%MICROSTRATEGY INC
Shares25
Event2026-06-30
Filed2026-08-07
OTIS
0.00%OTIS WORLDWIDE CORP
Shares27
Event2026-06-30
Filed2026-08-07
OXY
0.00%OCCIDENTAL PETE CORP
Shares31
Event2026-06-30
Filed2026-08-07
EQT
0.00%EQT CORP
Shares25
Event2026-06-30
Filed2026-08-07
DEO
0.00%DIAGEO PLC
Shares16
Event2026-06-30
Filed2026-08-07
VTRS
0.00%VIATRIS INC
Shares74
Event2026-06-30
Filed2026-08-07
ACB
0.00%AURORA CANNABIS INC
Shares400
Event2026-06-30
Filed2026-08-07
XRAY
0.00%DENTSPLY SIRONA INC
Shares100
Event2026-06-30
Filed2026-08-07
KD
0.00%KYNDRYL HLDGS INC
Shares92
Event2026-06-30
Filed2026-08-07
MJ
0.00%AMPLIFY ETF TR
Shares34
Event2026-06-30
Filed2026-08-07
RIVIAN AUTOMOTIVE INC
-85.71%RIVIAN AUTOMOTIVE INC
Shares50
Event2026-06-30
Filed2026-08-07
QQQM
0.00%INVESCO EXCH TRADED FD TR II
Shares2
Event2026-06-30
Filed2026-08-07
BYND
0.00%BEYOND MEAT INC
Shares800
Event2026-06-30
Filed2026-08-07
DGCB
0.00%DIMENSIONAL ETF TRUST
Shares10
Event2026-06-30
Filed2026-08-07
CE
0.00%CELANESE CORP DEL
Shares11
Event2026-06-30
Filed2026-08-07
DNOW
0.00%DNOW INC
Shares31
Event2026-06-30
Filed2026-08-07
ALLO
0.00%ALLOGENE THERAPEUTICS INC
Shares192
Event2026-06-30
Filed2026-08-07
CGC
0.00%CANOPY GROWTH CORP
Shares400
Event2026-06-30
Filed2026-08-07
OGN
0.00%ORGANON & CO
Shares20
Event2026-06-30
Filed2026-08-07
OXY.WS
0.00%OCCIDENTAL PETE CORP
Shares3
Event2026-06-30
Filed2026-08-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available