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The Analysis of FAS Wealth Partners, Inc.'s Holdings & P&L

Currently, FAS Wealth Partners, Inc. holds 516 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in RSP (+49.2K shares, valued at $10.5M), JCPB (+209.9K shares, valued at $9.9M), HDV (+312.9K shares, valued at $8.6M); decreased their positions in N/A (-1.2K shares, valued at $931.6K), KEMX (-8.0K shares, valued at $422.0K), SCHV (-11.0K shares, valued at $382.2K); initiated new positions in PYLD (+138.4K shares, valued at $3.7M), N/A (+19.2K shares, valued at $1.0M), N/A (+5.6K shares, valued at $847.3K).

1M P&L

+5.2M+0.30%

3M P&L

+58.4M+3.44%

HY P&L

+100.4M+6.07%

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/A1.3B

73.8%

2Consumer Electronics45.1M

2.6%

3Semiconductors44.9M

2.6%

Top Industries by Stock Count

1N/A307 stocks

64.8%

2Semiconductors8 stocks

1.7%

3Oil & Gas Midstream7 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RSP INVESCO EXCHANGE TRADED FD T527.1K shares10.29%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F1.7M shares8.89%2026-06-302026-07-29

ILCG ISHARES TR623.5K shares5.17%2026-06-302026-07-29

AVLV AMERICAN CENTY ETF TR736.0K shares7.89%2026-06-302026-07-29

EFG ISHARES TR530.7K shares14.34%2026-06-302026-07-29

MDYV SPDR SERIES TRUST659.9K shares5.55%2026-06-302026-07-29

MDYG SPDR SERIES TRUST555.6K shares9.44%2026-06-302026-07-29

SLYG SPDR SERIES TRUST380.3K shares10.90%2026-06-302026-07-29

Sponsored

AAPL APPLE INC156.0K shares1.39%2026-06-302026-07-29

PTRB PGIM ETF TR921.7K shares16.50%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR1.1M shares-1.03%2026-06-302026-07-29

NVDA NVIDIA CORPORATION166.7K shares5.91%2026-06-302026-07-29

JCPB J P MORGAN EXCHANGE TRADED F620.4K shares51.14%2026-06-302026-07-29

CORT CORCEPT THERAPEUTICS INC324.9K shares0.78%2026-06-302026-07-29

TOTL SSGA ACTIVE ETF TR682.4K shares25.96%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR666.8K shares6.31%2026-06-302026-07-29

Sponsored

IVW ISHARES TR170.4K shares-0.83%2026-06-302026-07-29

GOOG ALPHABET INC64.8K shares5.44%2026-06-302026-07-29

AVSC AMERICAN CENTY ETF TR306.5K shares10.47%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS91.2K shares1.05%2026-06-302026-07-29

KEMX KRANESHARES TRUST405.9K shares-1.94%2026-06-302026-07-29

AVLC AMERICAN CENTY ETF TR228.6K shares2.16%2026-06-302026-07-29

SLYV SPDR SERIES TRUST184.1K shares4.01%2026-06-302026-07-29

BROADCOM INC BROADCOM INC53.1K shares5.85%2026-06-302026-07-29

Sponsored

EFV ISHARES TR261.8K shares0.18%2026-06-302026-07-29

AMZN AMAZON COM INC83.3K shares3.26%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR157.3K shares22.51%2026-06-302026-07-29

MSFT MICROSOFT CORP51.5K shares4.84%2026-06-302026-07-29

AVIV AMERICAN CENTY ETF TR240.1K shares-1.36%2026-06-302026-07-29

LRCX LAM RESEARCH CORP38.8K shares3.90%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR186.0K shares5.29%2026-06-302026-07-29

GLD SPDR GOLD TR44.3K shares37.77%2026-06-302026-07-29

Sponsored

CAT CATERPILLAR INC14.3K shares3.92%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO46.3K shares6.27%2026-06-302026-07-29

LLY ELI LILLY & CO10.9K shares4.25%2026-06-302026-07-29

REGL PROSHARES TR136.7K shares31.26%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T16.5K shares0.51%2026-06-302026-07-29

IDV ISHARES TR294.3K shares15.00%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC21.3K shares6.66%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR348.0K shares-2.08%2026-06-302026-07-29

Sponsored

WMT WALMART INC100.3K shares4.61%2026-06-302026-07-29

FNDF SCHWAB STRATEGIC TR212.0K shares-0.48%2026-06-302026-07-29

HDV ISHARES TR402.6K shares348.72%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON41.2K shares3.91%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F66.1K shares34.87%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP71.7K shares2.97%2026-06-302026-07-29

FLTR VANECK ETF TRUST372.8K shares2.14%2026-06-302026-07-29

IVE ISHARES TR41.8K shares-1.60%2026-06-302026-07-29

Sponsored

DON WISDOMTREE TR166.6K shares12.71%2026-06-302026-07-29

ARCB ARCBEST CORP62.8K shares-0.08%2026-06-302026-07-29

TSLA TESLA INC21.4K shares7.11%2026-06-302026-07-29

GOOGL ALPHABET INC24.1K shares-0.33%2026-06-302026-07-29

ABBVIE INC ABBVIE INC32.7K shares6.68%2026-06-302026-07-29

CVX CHEVRON CORPORATION49.1K shares2.86%2026-06-302026-07-29

OUNZ VANECK MERK GOLD ETF210.1K shares3.79%2026-06-302026-07-29

ISHARES TR ISHARES TR10.0K shares-11.10%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.9K shares6.94%2026-06-302026-07-29

ETN EATON CORP PLC17.3K shares8.51%2026-06-302026-07-29

BKDV BNY MELLON ETF TRUST II213.5K shares14.31%2026-06-302026-07-29

USMV ISHARES TR71.8K shares-0.89%2026-06-302026-07-29

MS MORGAN STANLEY33.1K shares8.48%2026-06-302026-07-29

ANGL VANECK ETF TRUST235.5K shares0.82%2026-06-302026-07-29

VOO VANGUARD INDEX FDS9.8K shares2.26%2026-06-302026-07-29

ITOT ISHARES TR40.8K shares-0.17%2026-06-302026-07-29

Sponsored

VOE VANGUARD INDEX FDS31.4K shares-3.02%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F72.5K shares18.35%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS16.3K shares-0.42%2026-06-302026-07-29

ASTS AST SPACEMOBILE INC67.2K shares24.37%2026-06-302026-07-29

TXN TEXAS INSTRS INC19.7K shares6.45%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC50.0K shares7.22%2026-06-302026-07-29

IEMG ISHARES INC70.3K shares-1.58%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC17.5K shares8.66%2026-06-302026-07-29

Sponsored

VISA INC VISA INC16.2K shares6.11%2026-06-302026-07-29

MRK MERCK & CO INC43.2K shares6.17%2026-06-302026-07-29

HD HOME DEPOT INC15.6K shares5.01%2026-06-302026-07-29

TAXF AMERICAN CENTY ETF TR105.1K shares8.38%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW42.1K shares7.10%2026-06-302026-07-29

IWM ISHARES TR17.6K shares-0.18%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC60.1K shares9.44%2026-06-302026-07-29

UNP UNION PAC CORP18.8K shares8.04%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR52.2K shares1.55%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC12.1K shares7.03%2026-06-302026-07-29

LUV SOUTHWEST AIRLS CO97.4K shares9.20%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F78.9K shares-1.03%2026-06-302026-07-29

DVY ISHARES TR30.5K shares0.93%2026-06-302026-07-29

BA BOEING CO21.9K shares8.36%2026-06-302026-07-29

TPYP TORTOISE CAPITAL SERIES TRUS112.6K shares1.70%2026-06-302026-07-29

GRMN GARMIN LTD19.8K shares6.11%2026-06-302026-07-29

Sponsored

AMGN AMGEN INC13.0K shares7.38%2026-06-302026-07-29

PG PROCTER & GAMBLE CO32.0K shares3.72%2026-06-302026-07-29

PFG PRINCIPAL FINANCIAL GROUP IN42.2K shares9.00%2026-06-302026-07-29

IMTM ISHARES TR84.6K shares0.22%2026-06-302026-07-29

JAAA JANUS DETROIT STR TR89.2K shares3.48%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC38.2K shares4.92%2026-06-302026-07-29

IJR ISHARES TR29.1K shares-1.12%2026-06-302026-07-29

SBUX STARBUCKS CORP41.2K shares7.37%2026-06-302026-07-29

Sponsored

PSQA PALMER SQUARE FUNDS TR200.5K shares83.45%2026-06-302026-07-29

IWF ISHARES TR32.8K shares295.64%2026-06-302026-07-29

VBR VANGUARD INDEX FDS16.7K shares-1.16%2026-06-302026-07-29

CME CME GROUP INC18.2K shares10.05%2026-06-302026-07-29

CLMT CALUMET INC109.4K shares13.55%2026-06-302026-07-29

PLD PROLOGIS INC.28.8K shares9.46%2026-06-302026-07-29

QQQ INVESCO QQQ TR5.3K shares3.28%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO39.6K shares9.55%2026-06-302026-07-29

Sponsored

VIGI VANGUARD WHITEHALL FDS40.4K shares-1.26%2026-06-302026-07-29

FDX FEDEX CORP12.0K shares8.71%2026-06-302026-07-29

PYLD PIMCO ETF TR138.4K sharesnew addition2026-06-302026-07-29

BX BLACKSTONE INC30.3K shares8.10%2026-06-302026-07-29

EFA ISHARES TR33.1K shares-0.98%2026-06-302026-07-29

IWR ISHARES TR30.8K shares1.71%2026-06-302026-07-29

IWS ISHARES TR20.7K shares-0.38%2026-06-302026-07-29

VBK VANGUARD INDEX FDS9.0K shares-2.09%2026-06-302026-07-29

Sponsored

KLAC KLA CORP10.8K shares881.85%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F64.2K shares4.36%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC6.5K shares9.92%2026-06-302026-07-29

BAC BANK OF AMER CORP55.0K shares0.05%2026-06-302026-07-29

LNG CHENIERE ENERGY INC13.0K shares9.72%2026-06-302026-07-29

SLB SLB LIMITED65.0K shares9.55%2026-06-302026-07-29

HTGC HERCULES CAPITAL INC190.9K shares5.62%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-29

Sponsored

RAAX VANECK ETF TRUST75.4K shares87.84%2026-06-302026-07-29

SCHE SCHWAB STRATEGIC TR78.4K shares-2.31%2026-06-302026-07-29

IJH ISHARES TR35.7K shares0.26%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS16.9K shares25.08%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR91.4K shares0.64%2026-06-302026-07-29

DHR DANAHER CORP DEL13.6K shares-0.04%2026-06-302026-07-29

IWN ISHARES TR11.7K shares0.51%2026-06-302026-07-29

AOR ISHARES TR36.7K shares6.82%2026-06-302026-07-29

Sponsored

IBB ISHARES TR13.4K shares-2.58%2026-06-302026-07-29

MCD MCDONALDS CORP9.4K shares-1.05%2026-06-302026-07-29

IWD ISHARES TR10.3K shares-3.05%2026-06-302026-07-29

HYD VANECK ETF TRUST47.2K shares5.63%2026-06-302026-07-29

MUB ISHARES TR21.7K shares16.44%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR79.3K shares3.14%2026-06-302026-07-29

INTC INTEL CORP16.7K shares-14.04%2026-06-302026-07-29

CTEV CLARITEV CORPORATION67.4K shares45.01%2026-06-302026-07-29

Sponsored

REET ISHARES TR82.6K shares5.08%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC5.7K shares7.91%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS7.9K shares4.57%2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST25.3K shares0.20%2026-06-302026-07-29

VOT VANGUARD INDEX FDS6.7K shares-1.58%2026-06-302026-07-29

DFUV DIMENSIONAL ETF TRUST36.3K shares0.33%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR66.1K shares0.48%2026-06-302026-07-29

MFSM MFS ACTIVE EXCHANGE TRADED F71.8K shares6.11%2026-06-302026-07-29

Sponsored

CLOUDFLARE INC CLOUDFLARE INC7.2K shares8.23%2026-06-302026-07-29

EMLP FIRST TR EXCHANGE-TRADED FD40.5K shares19.27%2026-06-302026-07-29

SPRY ARS PHARMACEUTICALS INC214.5K shares4.43%2026-06-302026-07-29

VDE VANGUARD WORLD FD11.3K shares0.03%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR8.6K shares0.66%2026-06-302026-07-29

IWP ISHARES TR11.1K shares0.33%2026-06-302026-07-29

IJS ISHARES TR11.9K shares0.28%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION8.5K shares0.37%2026-06-302026-07-29

Sponsored

VNQ VANGUARD INDEX FDS16.1K shares138.26%2026-06-302026-07-29

MARB FIRST TR EXCH TRADED FD III74.6K shares12.06%2026-06-302026-07-29

PHYS SPROTT ASSET MANAGEMENT LP50.3K shares0.00%2026-06-302026-07-29

VV VANGUARD INDEX FDS4.3K shares0.02%2026-06-302026-07-29

KO COCA COLA CO18.2K shares-4.60%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP2.8K shares-11.24%2026-06-302026-07-29

FPE FIRST TR EXCH TRADED FD III78.9K shares0.77%2026-06-302026-07-29

IWO ISHARES TR3.5K shares9.37%2026-06-302026-07-29

Sponsored

COP CONOCOPHILLIPS13.0K shares-15.01%2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F26.4K shares6.31%2026-06-302026-07-29

JMST J P MORGAN EXCHANGE TRADED F25.5K shares39.91%2026-06-302026-07-29

IJJ ISHARES TR8.5K shares0.36%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS17.5K shares2.99%2026-06-302026-07-29

IYW ISHARES TR4.9K shares0.00%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR33.7K shares6.72%2026-06-302026-07-29

CAH CARDINAL HEALTH INC5.1K shares0.25%2026-06-302026-07-29

Sponsored

CBSH COMMERCE BANCSHARES INC20.9K shares8.65%2026-06-302026-07-29

USB US BANCORP19.6K shares-1.90%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR36.6K shares1.04%2026-06-302026-07-29

VO VANGUARD INDEX FDS14.3K shares341.98%2026-06-302026-07-29

DE DEERE & CO1.7K shares-2.89%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F19.2K sharesnew addition2026-06-302026-07-29

GE GE AEROSPACE2.7K shares-11.81%2026-06-302026-07-29

PSX PHILLIPS 666.0K shares0.13%2026-06-302026-07-29

Sponsored

UNM UNUM GROUP11.2K shares0.56%2026-06-302026-07-29

VYMI VANGUARD WHITEHALL FDS10.0K shares-10.50%2026-06-302026-07-29

AVUS AMERICAN CENTY ETF TR7.6K shares0.28%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL4.3K shares-23.43%2026-06-302026-07-29

EVRG EVERGY INC11.1K shares8.16%2026-06-302026-07-29

WSO WATSCO INC2.2K shares1.63%2026-06-302026-07-29

ORACLE CORP ORACLE CORP6.3K shares-2.80%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC1.6K shares-19.48%2026-06-302026-07-29

Sponsored

SEB SEABOARD CORP DEL205 shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC2.6K shares6.08%2026-06-302026-07-29

WSO.B WATSCO INC2.2K shares0.00%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC774 shares-22.29%2026-06-302026-07-29

VGT VANGUARD WORLD FD7.4K shares677.88%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR16.4K shares0.12%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.12.1K shares-0.49%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.08%2026-06-302026-07-29

Sponsored

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC5.6K sharesnew addition2026-06-302026-07-29

SMB VANECK ETF TRUST48.4K shares2.22%2026-06-302026-07-29

BLK BLACKROCK INC871 shares-7.14%2026-06-302026-07-29

MGK VANGUARD WORLD FD9.5K shares400.00%2026-06-302026-07-29

VB VANGUARD INDEX FDS2.7K shares11.01%2026-06-302026-07-29

VTV VANGUARD INDEX FDS3.6K shares8.89%2026-06-302026-07-29

VUG VANGUARD INDEX FDS9.0K shares534.13%2026-06-302026-07-29

IJT ISHARES TR4.4K shares-0.37%2026-06-302026-07-29

Sponsored

PFF ISHARES TR25.2K shares1.10%2026-06-302026-07-29

ET ENERGY TRANSFER L P40.1K shares7.01%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC18.1K shares-1.64%2026-06-302026-07-29

NOBL PROSHARES TR13.6K shares96.06%2026-06-302026-07-29

WMB WILLIAMS COS INC10.2K shares0.67%2026-06-302026-07-29

NBIS NEBIUS GROUP N.V.2.7K shares-0.51%2026-06-302026-07-29

WFC WELLS FARGO & CO8.9K shares-3.97%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO12.4K shares0.57%2026-06-302026-07-29

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F12.4K sharesnew addition2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC7.7K shares0.00%2026-06-302026-07-29

UMBF UMB FINL CORP5.0K shares0.22%2026-06-302026-07-29

PEP PEPSICO INC5.2K shares-2.58%2026-06-302026-07-29

SGOV ISHARES TR6.8K shares-17.94%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.07%2026-06-302026-07-29

T AT&T INC32.4K shares-5.51%2026-06-302026-07-29

GEV GE VERNOVA INC566 shares0.71%2026-06-302026-07-29

Sponsored

IWB ISHARES TR1.6K shares0.06%2026-06-302026-07-29

TDIV FIRST TR EXCHANGE TRADED FD5.7K shares-0.16%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC611 shares0.00%2026-06-302026-07-29

DIS DISNEY WALT CO6.4K shares2.43%2026-06-302026-07-29

TJX TJX COS INC NEW4.1K shares6.28%2026-06-302026-07-29

EMR EMERSON ELEC CO4.1K shares0.27%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO6.5K shares7.17%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF17.6K shares8.61%2026-06-302026-07-29

Sponsored

SDY SPDR SERIES TRUST3.8K shares0.29%2026-06-302026-07-29

ETFS GOLD TR ETFS GOLD TR15.1K shares-11.02%2026-06-302026-07-29

C CITIGROUP INC4.1K shares0.25%2026-06-302026-07-29

HODL VANECK BITCOIN ETF33.9K shares0.00%2026-06-302026-07-29

MCK MCKESSON CORP739 shares-15.06%2026-06-302026-07-29

RZG INVESCO EXCHANGE TRADED FD T7.6K shares-3.10%2026-06-302026-07-29

MBB ISHARES TR5.9K shares-2.33%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares-6.42%2026-06-302026-07-29

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VHT VANGUARD WORLD FD1.8K shares0.16%2026-06-302026-07-29

SCHZ SCHWAB STRATEGIC TR23.1K shares-2.43%2026-06-302026-07-29

SHEL SHELL PLC6.9K shares0.35%2026-06-302026-07-29

FEX FIRST TR EXCHANGE-TRADED ALP3.8K shares0.00%2026-06-302026-07-29

OKE ONEOK INC NEW6.1K shares0.30%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L14.2K shares-1.81%2026-06-302026-07-29

VTWV VANGUARD SCOTTSDALE FDS2.7K shares0.38%2026-06-302026-07-29

ISHARES TR ISHARES TR5.1K shares-2.50%2026-06-302026-07-29

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EFAV ISHARES TR5.7K shares4.70%2026-06-302026-07-29

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.64%2026-06-302026-07-29

IDEV ISHARES TR5.5K shares1.47%2026-06-302026-07-29

SHOP SHOPIFY INC4.3K shares-2.29%2026-06-302026-07-29

FIX COMFORT SYS USA INC245 shares0.00%2026-06-302026-07-29

ADI ANALOG DEVICES INC1.2K shares-6.77%2026-06-302026-07-29

AIQ GLOBAL X FDS7.2K shares-0.06%2026-06-302026-07-29

ABT ABBOTT LABORATORIES5.2K shares-1.42%2026-06-302026-07-29

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PNFP PINNACLE FINL PARTNERS INC4.7K shares6.52%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.6K shares0.51%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC4.1K shares13.06%2026-06-302026-07-29

ECL ECOLAB INC1.6K shares-2.21%2026-06-302026-07-29

GLTR ABRDN PRECIOUS METALS BASKET2.4K shares0.00%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC1.9K sharesnew addition2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-29

NUE NUCOR CORP1.9K shares0.05%2026-06-302026-07-29

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LOW LOWES COS INC1.9K shares-1.81%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL433 sharesnew addition2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS5.3K shares1.52%2026-06-302026-07-29

ACWV ISHARES INC3.4K shares-6.19%2026-06-302026-07-29

TLH ISHARES TR4.1K shares0.00%2026-06-302026-07-29

F FORD MTR CO29.7K shares0.83%2026-06-302026-07-29

PFE PFIZER INC17.0K shares0.45%2026-06-302026-07-29

TER TERADYNE INC847 shares-3.86%2026-06-302026-07-29

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TMO THERMO FISHER SCIENTIFIC INC812 shares-4.36%2026-06-302026-07-29

IJK ISHARES TR3.5K shares-1.62%2026-06-302026-07-29

LMB LIMBACH HLDGS INC5.3K shares0.00%2026-06-302026-07-29

QCOM QUALCOMM INC2.2K shares-0.59%2026-06-302026-07-29

MOAT VANECK ETF TRUST3.8K shares-10.64%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED1.1K shares0.09%2026-06-302026-07-29

KR KROGER CO6.8K shares0.35%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F6.3K shares-2.88%2026-06-302026-07-29

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PAVE GLOBAL X FDS6.3K shares7.22%2026-06-302026-07-29

DKNG DRAFTKINGS INC NEW14.6K shares5.44%2026-06-302026-07-29

MO ALTRIA GROUP INC5.1K shares1.00%2026-06-302026-07-29

LIN LINDE PLC693 shares0.00%2026-06-302026-07-29

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-29

PRFZ INVESCO EXCHANGE TRADED FD T6.4K shares0.16%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP551 shares-42.90%2026-06-302026-07-29

VIOV VANGUARD ADMIRAL FDS INC3.0K shares0.13%2026-06-302026-07-29

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ACWI ISHARES TR2.2K shares-0.36%2026-06-302026-07-29

ANET ARISTA NETWORKS INC2.0K shares-18.58%2026-06-302026-07-29

TGT TARGET CORP2.6K shares-1.10%2026-06-302026-07-29

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-06-302026-07-29

PAYX PAYCHEX INC3.5K shares-14.64%2026-06-302026-07-29

CRM SALESFORCE INC2.1K shares-36.26%2026-06-302026-07-29

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-06-302026-07-29

CSX CSX CORP6.8K shares0.21%2026-06-302026-07-29

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CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC413 sharesnew addition2026-06-302026-07-29

JKHY HENRY JACK & ASSOC INC2.3K shares0.40%2026-06-302026-07-29

BSX BOSTON SCIENTIFIC CORP7.3K shares0.00%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP2.8K shares9.15%2026-06-302026-07-29

CLX CLOROX CO DEL3.2K shares-4.67%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL9.6K shares0.39%2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP16.5K shares0.30%2026-06-302026-07-29

HCA HCA HEALTHCARE INC778 shares0.00%2026-06-302026-07-29

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TWLO TWILIO INC1.5K shares-31.46%2026-06-302026-07-29

LOUP INNOVATOR ETFS TRUST3.0K shares-3.18%2026-06-302026-07-29

SPXC SPX TECHNOLOGIES INC1.2K shares0.83%2026-06-302026-07-29

GWW WW GRAINGER INC218 shares0.00%2026-06-302026-07-29

EZET FRANKLIN ETHEREUM TR24.8K shares0.00%2026-06-302026-07-29

FNX FIRST TR EXCHANGE-TRADED ALP2.0K shares-6.68%2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR9.5K shares-0.48%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP1.5K sharesnew addition2026-06-302026-07-29

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SLV ISHARES SILVER TR5.4K shares50.33%2026-06-302026-07-29

EIX EDISON INTL3.8K shares0.03%2026-06-302026-07-29

JBL JABIL INC734 sharesnew addition2026-06-302026-07-29

UTF COHEN & STEERS INFRASTRUCTUR10.2K shares0.00%2026-06-302026-07-29

EME EMCOR GROUP INC339 shares0.00%2026-06-302026-07-29

PCG PG&E CORP16.6K shares0.00%2026-06-302026-07-29

MOH MOLINA HEALTHCARE INC1.2K sharesnew addition2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T5.1K shares-3.60%2026-06-302026-07-29

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MMC MARSH & MCLENNAN COS INC1.7K shares-33.68%2026-06-302026-07-29

MTUM ISHARES TR803 shares0.12%2026-06-302026-07-29

ABNB AIRBNB INC1.9K shares0.00%2026-06-302026-07-29

VSS VANGUARD INTL EQUITY INDEX F1.7K shares-0.64%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC1.4K shares0.00%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO787 sharesnew addition2026-06-302026-07-29

SOFI SOFI TECHNOLOGIES INC14.6K shares1.29%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP2.8K shares0.25%2026-06-302026-07-29

Sponsored

ENB ENBRIDGE INC4.8K shares0.40%2026-06-302026-07-29

CMI CUMMINS INC362 sharesnew addition2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC1.9K shares0.48%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.0K shares0.10%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO734 shares-6.50%2026-06-302026-07-29

TEVA TEVA PHARMACEUTICAL INDS LTD7.2K shares0.00%2026-06-302026-07-29

BK BANK OF NY MELLON CORP1.7K sharesnew addition2026-06-302026-07-29

SOXX ISHARES TR375 shares0.00%2026-06-302026-07-29

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ASGI ABRDN GLOBAL INFRA INCOME FU10.3K shares0.00%2026-06-302026-07-29

IYE ISHARES TR4.2K shares0.48%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC4.1K shares-3.18%2026-06-302026-07-29

SIVR ABRDN SILVER ETF TRUST4.2K shares0.00%2026-06-302026-07-29

FTI TECHNIPFMC PLC3.5K shares0.00%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP736 shares-50.44%2026-06-302026-07-29

NEM NEWMONT CORP2.5K shares-33.30%2026-06-302026-07-29

JBHT HUNT J B TRANS SVCS INC797 sharesnew addition2026-06-302026-07-29

Sponsored

CNC CENTENE CORP DEL3.6K sharesnew addition2026-06-302026-07-29

IRM IRON MTN INC DEL1.8K sharesnew addition2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION3.1K sharesnew addition2026-06-302026-07-29

MGV VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-29

DAL DELTA AIR LINES INC2.4K sharesnew addition2026-06-302026-07-29

CASY CASEYS GEN STORES INC279 shares0.00%2026-06-302026-07-29

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.5K shares0.20%2026-06-302026-07-29

URTH ISHARES INC1.1K shares0.66%2026-06-302026-07-29

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VOYG VOYAGER TECHNOLOGIES INC6.7K sharesnew addition2026-06-302026-07-29

AVMU AMERICAN CENTY ETF TR4.5K shares0.85%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC486 sharesnew addition2026-06-302026-07-29

CFG CITIZENS FINL GROUP INC3.0K sharesnew addition2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC285 sharesnew addition2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW554 sharesnew addition2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP401 shares-1.72%2026-06-302026-07-29

AEE AMEREN CORP1.8K sharesnew addition2026-06-302026-07-29

Sponsored

NKE NIKE INC4.9K shares-19.59%2026-06-302026-07-29

SPYG SPDR SERIES TRUST1.6K shares-3.86%2026-06-302026-07-29

EMXC ISHARES INC1.9K shares0.54%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC2.3K shares2312.63%2026-06-302026-07-29

CLOI VANECK ETF TRUST3.4K shares41.94%2026-06-302026-07-29

ITA ISHARES TR731 shares-8.28%2026-06-302026-07-29

FDG AMERICAN CENTY ETF TR1.3K sharesnew addition2026-06-302026-07-29

EEM ISHARES TR2.5K shares-7.84%2026-06-302026-07-29

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OCSL OAKTREE SPECIALTY LENDING14.1K shares-24.83%2026-06-302026-07-29

PLUG PLUG PWR INC60.4K shares0.00%2026-06-302026-07-29

FXZ FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-06-302026-07-29

FV FIRST TR EXCHANGE TRADED FD2.0K shares0.10%2026-06-302026-07-29

VPU VANGUARD WORLD FD748 shares-21.92%2026-06-302026-07-29

LUMN LUMEN TECHNOLOGIES INC17.7K shares-0.23%2026-06-302026-07-29

CNH CNH INDL N V11.6K shares-20.41%2026-06-302026-07-29

MLPA GLOBAL X FDS2.4K shares1.90%2026-06-302026-07-29

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EUSA ISHARES INC1.1K shares0.00%2026-06-302026-07-29

ISTB ISHARES TR2.5K shares0.12%2026-06-302026-07-29

VLUE ISHARES TR595 shares1.88%2026-06-302026-07-29

BSCT INVESCO EXCH TRD SLF IDX FD6.1K shares1.15%2026-06-302026-07-29

BSCS INVESCO EXCH TRD SLF IDX FD5.5K shares1.09%2026-06-302026-07-29

IDU ISHARES TR980 shares0.00%2026-06-302026-07-29

FLV AMERICAN CENTY ETF TR1.3K sharesnew addition2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR545 shares0.00%2026-06-302026-07-29

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PICK ISHARES INC1.7K shares0.90%2026-06-302026-07-29

QUAL ISHARES TR442 shares0.00%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR904 shares-2.80%2026-06-302026-07-29

IHI ISHARES TR1.9K shares0.00%2026-06-302026-07-29

XAR SPDR SERIES TRUST326 shares0.00%2026-06-302026-07-29

FTXN FIRST TR EXCHANGE TRADED FD2.7K shares0.33%2026-06-302026-07-29

SPGM SPDR INDEX SHS FDS1.0K shares-9.88%2026-06-302026-07-29

DGRO ISHARES TR1.1K shares0.00%2026-06-302026-07-29

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IUSG ISHARES TR440 shares-13.73%2026-06-302026-07-29

XBI SPDR SERIES TRUST522 shares-35.16%2026-06-302026-07-29

SLQT SELECTQUOTE INC97.6K shares0.00%2026-06-302026-07-29

DSI ISHARES TR566 shares2.72%2026-06-302026-07-29

SKYY FIRST TR EXCHANGE-TRADED FD585 shares0.00%2026-06-302026-07-29

VMBS VANGUARD SCOTTSDALE FDS1.6K shares0.86%2026-06-302026-07-29

IGV ISHARES TR850 shares0.00%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS1.3K shares417.79%2026-06-302026-07-29

Sponsored

NLR VANECK ETF TRUST657 shares0.00%2026-06-302026-07-29

VCR VANGUARD WORLD FD192 shares0.52%2026-06-302026-07-29

PTON PELOTON INTERACTIVE INC12.7K shares0.00%2026-06-302026-07-29

FALN ISHARES TR2.7K shares586.84%2026-06-302026-07-29

IXUS ISHARES TR772 shares1.31%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST808 shares53.90%2026-06-302026-07-29

RWO SPDR INDEX SHS FDS1.4K shares0.88%2026-06-302026-07-29

GOVT ISHARES TR2.9K shares0.90%2026-06-302026-07-29

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RSPN INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-06-302026-07-29

AVMV AMERICAN CENTY ETF TR803 shares0.38%2026-06-302026-07-29

FXL FIRST TR EXCHANGE-TRADED FD292 shares0.00%2026-06-302026-07-29

DFAS DIMENSIONAL ETF TRUST714 shares92.97%2026-06-302026-07-29

FNDA SCHWAB STRATEGIC TR1.5K shares0.20%2026-06-302026-07-29

IGM ISHARES TR351 shares0.00%2026-06-302026-07-29

ESGD ISHARES TR551 shares3.96%2026-06-302026-07-29

SMDV PROSHARES TR735 shares0.55%2026-06-302026-07-29

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RSPT INVESCO EXCHANGE TRADED FD T861 shares-18.85%2026-06-302026-07-29

SMH VANECK ETF TRUST83 shares10.67%2026-06-302026-07-29

FXR FIRST TR EXCHANGE-TRADED FD587 shares0.17%2026-06-302026-07-29

PSQO PALMER SQUARE FUNDS TR2.6K shares1.19%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR333 shares-5.93%2026-06-302026-07-29

FTXR FIRST TR EXCHANGE TRADED FD1.1K shares0.28%2026-06-302026-07-29

URA GLOBAL X FDS1.1K shares0.00%2026-06-302026-07-29

HYG ISHARES TR607 shares0.50%2026-06-302026-07-29

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VIS VANGUARD WORLD FD133 shares0.00%2026-06-302026-07-29

XJH ISHARES TR915 shares2.23%2026-06-302026-07-29

IVOG VANGUARD ADMIRAL FDS INC302 shares141.60%2026-06-302026-07-29

IGSB ISHARES TR800 shares0.00%2026-06-302026-07-29

EZU ISHARES INC593 shares1.72%2026-06-302026-07-29

SPTM SPDR SERIES TRUST451 shares0.00%2026-06-302026-07-29

FXD FIRST TR EXCHANGE-TRADED FD582 shares0.17%2026-06-302026-07-29

XLB SELECT SECTOR SPDR TR757 shares0.26%2026-06-302026-07-29

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FNDE SCHWAB STRATEGIC TR931 shares0.00%2026-06-302026-07-29

DFIS DIMENSIONAL ETF TRUST1.1K shares1.25%2026-06-302026-07-29

IUSB ISHARES TR792 shares-15.92%2026-06-302026-07-29

VONG VANGUARD SCOTTSDALE FDS283 shares0.00%2026-06-302026-07-29

DWX SPDR INDEX SHS FDS768 shares1.45%2026-06-302026-07-29

VDC VANGUARD WORLD FD155 shares-6.63%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS473 shares7.01%2026-06-302026-07-29

EWW ISHARES INC460 shares0.00%2026-06-302026-07-29

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LIT GLOBAL X FDS418 shares0.00%2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS421 shares0.96%2026-06-302026-07-29

VXF VANGUARD INDEX FDS127 shares0.00%2026-06-302026-07-29

IUSV ISHARES TR282 shares0.36%2026-06-302026-07-29

XHB SPDR SERIES TRUST250 shares0.00%2026-06-302026-07-29

ESGE ISHARES INC518 shares1.97%2026-06-302026-07-29

RPV INVESCO EXCHANGE TRADED FD T241 shares0.42%2026-06-302026-07-29

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VANECK ETF TRUST VANECK ETF TRUST354 shares0.00%2026-06-302026-07-29

SABR SABRE CORP12.7K shares0.00%2026-06-302026-07-29

BOTZ GLOBAL X FDS682 shares-0.87%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR250 shares0.00%2026-06-302026-07-29

PID INVESCO EXCHANGE TRADED FD T1.0K shares1.47%2026-06-302026-07-29

ACWX ISHARES TR298 shares-2.61%2026-06-302026-07-29

FNDC SCHWAB STRATEGIC TR455 shares0.00%2026-06-302026-07-29

Sponsored

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS181 shares0.00%2026-06-302026-07-29

HELO J P MORGAN EXCHANGE TRADED F300 shares0.00%2026-06-302026-07-29

DFGP DIMENSIONAL ETF TRUST371 shares8.48%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR182 shares0.55%2026-06-302026-07-29

JPIE J P MORGAN EXCHANGE TRADED F374 shares0.00%2026-06-302026-07-29

SPMB SPDR SERIES TRUST769 shares0.79%2026-06-302026-07-29

SUSC ISHARES TR705 shares5.38%2026-06-302026-07-29

VFH VANGUARD WORLD FD124 shares0.81%2026-06-302026-07-29

Sponsored

TLT ISHARES TR180 shares-78.55%2026-06-302026-07-29

FTCS FIRST TR EXCHANGE-TRADED FD150 sharesnew addition2026-06-302026-07-29

SCHH SCHWAB STRATEGIC TR590 shares9733.33%2026-06-302026-07-29

USIG ISHARES TR253 shares1.20%2026-06-302026-07-29

SPHQ INVESCO EXCHANGE TRADED FD T141 shares0.00%2026-06-302026-07-29

KBE SPDR SERIES TRUST185 shares0.00%2026-06-302026-07-29

XSW SPDR SERIES TRUST72 shares0.00%2026-06-302026-07-29

DUHP DIMENSIONAL ETF TRUST292 shares0.34%2026-06-302026-07-29

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VGIT VANGUARD SCOTTSDALE FDS194 shares1.04%2026-06-302026-07-29

PSI INVESCO EXCHANGE TRADED FD T60 shares0.00%2026-06-302026-07-29

HAP VANECK ETF TRUST160 shares0.00%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST243 shares0.41%2026-06-302026-07-29

DCOR DIMENSIONAL ETF TRUST130 shares0.00%2026-06-302026-07-29

RSPU INVESCO EXCHANGE TRADED FD T130 sharesnew addition2026-06-302026-07-29

SCZ ISHARES TR125 shares0.00%2026-06-302026-07-29

ESGU ISHARES TR62 shares0.00%2026-06-302026-07-29

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EWJ ISHARES INC106 shares0.95%2026-06-302026-07-29

WDIV SPDR INDEX SHS FDS121 shares0.83%2026-06-302026-07-29

CIBR FIRST TR EXCHANGE-TRADED FD105 shares0.00%2026-06-302026-07-29

REM ISHARES TR422 shares0.00%2026-06-302026-07-29

MDXH MDXHEALTH SA22.6K shares0.00%2026-06-302026-07-29

VPL VANGUARD INTL EQUITY INDEX F80 shares0.00%2026-06-302026-07-29

FGD FIRST TR EXCHANGE-TRADED FD270 shares0.00%2026-06-302026-07-29

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CORP PIMCO ETF TR83 sharesnew addition2026-06-302026-07-29

JQUA J P MORGAN EXCHANGE TRADED F111 shares-53.56%2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST194 shares31.08%2026-06-302026-07-29

SPBO SPDR SERIES TRUST260 shares1.17%2026-06-302026-07-29

IYH ISHARES TR108 shares0.00%2026-06-302026-07-29

EDIV SPDR INDEX SHS FDS177 shares0.00%2026-06-302026-07-29

MUSI AMERICAN CENTY ETF TR163 shares0.00%2026-06-302026-07-29

Sponsored

KXI ISHARES TR100 shares0.00%2026-06-302026-07-29

BOND PIMCO ETF TR72 sharesnew addition2026-06-302026-07-29

DFIC DIMENSIONAL ETF TRUST167 shares1.83%2026-06-302026-07-29

XMMO INVESCO EXCHANGE TRADED FD T34 shares0.00%2026-06-302026-07-29

SPMD SPDR SERIES TRUST82 shares0.00%2026-06-302026-07-29

HYDB ISHARES TR118 shares0.00%2026-06-302026-07-29

JMBS JANUS DETROIT STR TR122 shares0.00%2026-06-302026-07-29

REMX VANECK ETF TRUST61 shares0.00%2026-06-302026-07-29

Sponsored

LQD ISHARES TR45 shares-19.64%2026-06-302026-07-29

SPSB SPDR SERIES TRUST147 shares0.00%2026-06-302026-07-29

DIHP DIMENSIONAL ETF TRUST129 shares0.78%2026-06-302026-07-29

STIP ISHARES TR40 shares0.00%2026-06-302026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

10.29%

Shares527.1K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

8.89%

Shares1.7M

Event2026-06-30

Filed2026-07-29

ILCG

ISHARES TR

5.17%

Shares623.5K

Event2026-06-30

Filed2026-07-29

AVLV

AMERICAN CENTY ETF TR

7.89%

Shares736.0K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

14.34%

Shares530.7K

Event2026-06-30

Filed2026-07-29

MDYV

SPDR SERIES TRUST

5.55%

Shares659.9K

Event2026-06-30

Filed2026-07-29

MDYG

SPDR SERIES TRUST

9.44%

Shares555.6K

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

10.90%

Shares380.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

1.39%

Shares156.0K

Event2026-06-30

Filed2026-07-29

PTRB

PGIM ETF TR

16.50%

Shares921.7K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

-1.03%

Shares1.1M

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

5.91%

Shares166.7K

Event2026-06-30

Filed2026-07-29

JCPB

J P MORGAN EXCHANGE TRADED F

51.14%

Shares620.4K

Event2026-06-30

Filed2026-07-29

CORT

CORCEPT THERAPEUTICS INC

0.78%

Shares324.9K

Event2026-06-30

Filed2026-07-29

TOTL

SSGA ACTIVE ETF TR

25.96%

Shares682.4K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

6.31%

Shares666.8K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-0.83%

Shares170.4K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

5.44%

Shares64.8K

Event2026-06-30

Filed2026-07-29

AVSC

AMERICAN CENTY ETF TR

10.47%

Shares306.5K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

1.05%

Shares91.2K

Event2026-06-30

Filed2026-07-29

KEMX

KRANESHARES TRUST

-1.94%

Shares405.9K

Event2026-06-30

Filed2026-07-29

AVLC

AMERICAN CENTY ETF TR

2.16%

Shares228.6K

Event2026-06-30

Filed2026-07-29

SLYV

SPDR SERIES TRUST

4.01%

Shares184.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

5.85%

Shares53.1K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

0.18%

Shares261.8K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

3.26%

Shares83.3K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

22.51%

Shares157.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

4.84%

Shares51.5K

Event2026-06-30

Filed2026-07-29

AVIV

AMERICAN CENTY ETF TR

-1.36%

Shares240.1K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

3.90%

Shares38.8K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

5.29%

Shares186.0K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

37.77%

Shares44.3K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

3.92%

Shares14.3K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

6.27%

Shares46.3K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

4.25%

Shares10.9K

Event2026-06-30

Filed2026-07-29

REGL

PROSHARES TR

31.26%

Shares136.7K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.51%

Shares16.5K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

15.00%

Shares294.3K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

6.66%

Shares21.3K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-2.08%

Shares348.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

4.61%

Shares100.3K

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

-0.48%

Shares212.0K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

348.72%

Shares402.6K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

3.91%

Shares41.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

34.87%

Shares66.1K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

2.97%

Shares71.7K

Event2026-06-30

Filed2026-07-29

FLTR

VANECK ETF TRUST

2.14%

Shares372.8K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-1.60%

Shares41.8K

Event2026-06-30

Filed2026-07-29

DON

WISDOMTREE TR

12.71%

Shares166.6K

Event2026-06-30

Filed2026-07-29

ARCB

ARCBEST CORP

-0.08%

Shares62.8K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

7.11%

Shares21.4K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-0.33%

Shares24.1K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

6.68%

Shares32.7K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

2.86%

Shares49.1K

Event2026-06-30

Filed2026-07-29

OUNZ

VANECK MERK GOLD ETF

3.79%

Shares210.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-11.10%

Shares10.0K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

6.94%

Shares7.9K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

8.51%

Shares17.3K

Event2026-06-30

Filed2026-07-29

BKDV

BNY MELLON ETF TRUST II

14.31%

Shares213.5K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-0.89%

Shares71.8K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

8.48%

Shares33.1K

Event2026-06-30

Filed2026-07-29

ANGL

VANECK ETF TRUST

0.82%

Shares235.5K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

2.26%

Shares9.8K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-0.17%

Shares40.8K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-3.02%

Shares31.4K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

18.35%

Shares72.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.42%

Shares16.3K

Event2026-06-30

Filed2026-07-29

ASTS

AST SPACEMOBILE INC

24.37%

Shares67.2K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

6.45%

Shares19.7K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

7.22%

Shares50.0K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-1.58%

Shares70.3K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

8.66%

Shares17.5K

Event2026-06-30

Filed2026-07-29

VISA INC

6.11%

Shares16.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

6.17%

Shares43.2K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

5.01%

Shares15.6K

Event2026-06-30

Filed2026-07-29

TAXF

AMERICAN CENTY ETF TR

8.38%

Shares105.1K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

7.10%

Shares42.1K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-0.18%

Shares17.6K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

9.44%

Shares60.1K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

8.04%

Shares18.8K

Event2026-06-30

Filed2026-07-29

ISHARES TR

1.55%

Shares52.2K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

7.03%

Shares12.1K

Event2026-06-30

Filed2026-07-29

LUV

SOUTHWEST AIRLS CO

9.20%

Shares97.4K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-1.03%

Shares78.9K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

0.93%

Shares30.5K

Event2026-06-30

Filed2026-07-29

BOEING CO

8.36%

Shares21.9K

Event2026-06-30

Filed2026-07-29

TPYP

TORTOISE CAPITAL SERIES TRUS

1.70%

Shares112.6K

Event2026-06-30

Filed2026-07-29

GRMN

GARMIN LTD

6.11%

Shares19.8K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

7.38%

Shares13.0K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

3.72%

Shares32.0K

Event2026-06-30

Filed2026-07-29

PFG

PRINCIPAL FINANCIAL GROUP IN

9.00%

Shares42.2K

Event2026-06-30

Filed2026-07-29

IMTM

ISHARES TR

0.22%

Shares84.6K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

3.48%

Shares89.2K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

4.92%

Shares38.2K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-1.12%

Shares29.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

7.37%

Shares41.2K

Event2026-06-30

Filed2026-07-29

PSQA

PALMER SQUARE FUNDS TR

83.45%

Shares200.5K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

295.64%

Shares32.8K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-1.16%

Shares16.7K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

10.05%

Shares18.2K

Event2026-06-30

Filed2026-07-29

CLMT

CALUMET INC

13.55%

Shares109.4K

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

9.46%

Shares28.8K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

3.28%

Shares5.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

9.55%

Shares39.6K

Event2026-06-30

Filed2026-07-29

VIGI

VANGUARD WHITEHALL FDS

-1.26%

Shares40.4K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

8.71%

Shares12.0K

Event2026-06-30

Filed2026-07-29

PYLD

PIMCO ETF TR

New

Shares138.4K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

8.10%

Shares30.3K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-0.98%

Shares33.1K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

1.71%

Shares30.8K

Event2026-06-30

Filed2026-07-29

IWS

ISHARES TR

-0.38%

Shares20.7K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-2.09%

Shares9.0K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

881.85%

Shares10.8K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

4.36%

Shares64.2K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

9.92%

Shares6.5K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

0.05%

Shares55.0K

Event2026-06-30

Filed2026-07-29

LNG

CHENIERE ENERGY INC

9.72%

Shares13.0K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

9.55%

Shares65.0K

Event2026-06-30

Filed2026-07-29

HTGC

HERCULES CAPITAL INC

5.62%

Shares190.9K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-29

RAAX

VANECK ETF TRUST

87.84%

Shares75.4K

Event2026-06-30

Filed2026-07-29

SCHE

SCHWAB STRATEGIC TR

-2.31%

Shares78.4K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.26%

Shares35.7K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

25.08%

Shares16.9K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.64%

Shares91.4K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

-0.04%

Shares13.6K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

0.51%

Shares11.7K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES TR

6.82%

Shares36.7K

Event2026-06-30

Filed2026-07-29

IBB

ISHARES TR

-2.58%

Shares13.4K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-1.05%

Shares9.4K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-3.05%

Shares10.3K

Event2026-06-30

Filed2026-07-29

HYD

VANECK ETF TRUST

5.63%

Shares47.2K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES TR

16.44%

Shares21.7K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

3.14%

Shares79.3K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-14.04%

Shares16.7K

Event2026-06-30

Filed2026-07-29

CTEV

CLARITEV CORPORATION

45.01%

Shares67.4K

Event2026-06-30

Filed2026-07-29

REET

ISHARES TR

5.08%

Shares82.6K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

7.91%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

4.57%

Shares7.9K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

0.20%

Shares25.3K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-1.58%

Shares6.7K

Event2026-06-30

Filed2026-07-29

DFUV

DIMENSIONAL ETF TRUST

0.33%

Shares36.3K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

0.48%

Shares66.1K

Event2026-06-30

Filed2026-07-29

MFSM

MFS ACTIVE EXCHANGE TRADED F

6.11%

Shares71.8K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

8.23%

Shares7.2K

Event2026-06-30

Filed2026-07-29

EMLP

FIRST TR EXCHANGE-TRADED FD

19.27%

Shares40.5K

Event2026-06-30

Filed2026-07-29

SPRY

ARS PHARMACEUTICALS INC

4.43%

Shares214.5K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

0.03%

Shares11.3K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

0.66%

Shares8.6K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

0.33%

Shares11.1K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

0.28%

Shares11.9K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.37%

Shares8.5K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

138.26%

Shares16.1K

Event2026-06-30

Filed2026-07-29

MARB

FIRST TR EXCH TRADED FD III

12.06%

Shares74.6K

Event2026-06-30

Filed2026-07-29

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares50.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.02%

Shares4.3K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-4.60%

Shares18.2K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-11.24%

Shares2.8K

Event2026-06-30

Filed2026-07-29

FPE

FIRST TR EXCH TRADED FD III

0.77%

Shares78.9K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

9.37%

Shares3.5K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

-15.01%

Shares13.0K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

6.31%

Shares26.4K

Event2026-06-30

Filed2026-07-29

JMST

J P MORGAN EXCHANGE TRADED F

39.91%

Shares25.5K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.36%

Shares8.5K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

2.99%

Shares17.5K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

6.72%

Shares33.7K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

0.25%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CBSH

COMMERCE BANCSHARES INC

8.65%

Shares20.9K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-1.90%

Shares19.6K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

1.04%

Shares36.6K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

341.98%

Shares14.3K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-2.89%

Shares1.7K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

New

Shares19.2K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

-11.81%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

0.13%

Shares6.0K

Event2026-06-30

Filed2026-07-29

UNM

UNUM GROUP

0.56%

Shares11.2K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

-10.50%

Shares10.0K

Event2026-06-30

Filed2026-07-29

AVUS

AMERICAN CENTY ETF TR

0.28%

Shares7.6K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

-23.43%

Shares4.3K

Event2026-06-30

Filed2026-07-29

EVRG

EVERGY INC

8.16%

Shares11.1K

Event2026-06-30

Filed2026-07-29

WSO

WATSCO INC

1.63%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-2.80%

Shares6.3K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-19.48%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SEB

SEABOARD CORP DEL

0.00%

Shares205

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

6.08%

Shares2.6K

Event2026-06-30

Filed2026-07-29

WSO.B

WATSCO INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

-22.29%

Shares774

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

677.88%

Shares7.4K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.12%

Shares16.4K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-0.49%

Shares12.1K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FEDEX FGHT HLDG CO INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-29

SMB

VANECK ETF TRUST

2.22%

Shares48.4K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

-7.14%

Shares871

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

400.00%

Shares9.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

11.01%

Shares2.7K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

8.89%

Shares3.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

534.13%

Shares9.0K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

-0.37%

Shares4.4K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

1.10%

Shares25.2K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

7.01%

Shares40.1K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-1.64%

Shares18.1K

Event2026-06-30

Filed2026-07-29

NOBL

PROSHARES TR

96.06%

Shares13.6K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

0.67%

Shares10.2K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

-0.51%

Shares2.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-3.97%

Shares8.9K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

0.57%

Shares12.4K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

New

Shares12.4K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-29

UMBF

UMB FINL CORP

0.22%

Shares5.0K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-2.58%

Shares5.2K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR

-17.94%

Shares6.8K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-29

AT&T INC

-5.51%

Shares32.4K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

0.71%

Shares566

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-29

TDIV

FIRST TR EXCHANGE TRADED FD

-0.16%

Shares5.7K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

0.00%

Shares611

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

2.43%

Shares6.4K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

6.28%

Shares4.1K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

0.27%

Shares4.1K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

7.17%

Shares6.5K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

8.61%

Shares17.6K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-29

ETFS GOLD TR

-11.02%

Shares15.1K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.25%

Shares4.1K

Event2026-06-30

Filed2026-07-29

HODL

VANECK BITCOIN ETF

0.00%

Shares33.9K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-15.06%

Shares739

Event2026-06-30

Filed2026-07-29

RZG

INVESCO EXCHANGE TRADED FD T

-3.10%

Shares7.6K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES TR

-2.33%

Shares5.9K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-6.42%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.16%

Shares1.8K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

-2.43%

Shares23.1K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

0.35%

Shares6.9K

Event2026-06-30

Filed2026-07-29

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

0.30%

Shares6.1K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

-1.81%

Shares14.2K

Event2026-06-30

Filed2026-07-29

VTWV

VANGUARD SCOTTSDALE FDS

0.38%

Shares2.7K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-2.50%

Shares5.1K

Event2026-06-30

Filed2026-07-29

EFAV

ISHARES TR

4.70%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ADM

ARCHER DANIELS MIDLAND CO

0.64%

Shares6.4K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

1.47%

Shares5.5K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

-2.29%

Shares4.3K

Event2026-06-30

Filed2026-07-29

FIX

COMFORT SYS USA INC

0.00%

Shares245

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-6.77%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

-0.06%

Shares7.2K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-1.42%

Shares5.2K

Event2026-06-30

Filed2026-07-29

PNFP

PINNACLE FINL PARTNERS INC

6.52%

Shares4.7K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.51%

Shares2.6K

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

13.06%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

-2.21%

Shares1.6K

Event2026-06-30

Filed2026-07-29

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-1.81%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares433

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

1.52%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES INC

-6.19%

Shares3.4K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

0.83%

Shares29.7K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

0.45%

Shares17.0K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

-3.86%

Shares847

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-4.36%

Shares812

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

-1.62%

Shares3.5K

Event2026-06-30

Filed2026-07-29

LMB

LIMBACH HLDGS INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-0.59%

Shares2.2K

Event2026-06-30

Filed2026-07-29

MOAT

VANECK ETF TRUST

-10.64%

Shares3.8K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-29

KROGER CO

0.35%

Shares6.8K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-2.88%

Shares6.3K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

7.22%

Shares6.3K

Event2026-06-30

Filed2026-07-29

DKNG

DRAFTKINGS INC NEW

5.44%

Shares14.6K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

1.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

0.00%

Shares693

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

PRFZ

INVESCO EXCHANGE TRADED FD T

0.16%

Shares6.4K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

-42.90%

Shares551

Event2026-06-30

Filed2026-07-29

VIOV

VANGUARD ADMIRAL FDS INC

0.13%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

-0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-18.58%

Shares2.0K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

-1.10%

Shares2.6K

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN GROUP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

-14.64%

Shares3.5K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-36.26%

Shares2.1K

Event2026-06-30

Filed2026-07-29

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

0.21%

Shares6.8K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

New

Shares413

Event2026-06-30

Filed2026-07-29

JKHY

HENRY JACK & ASSOC INC

0.40%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

9.15%

Shares2.8K

Event2026-06-30

Filed2026-07-29

CLX

CLOROX CO DEL

-4.67%

Shares3.2K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

0.39%

Shares9.6K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

0.30%

Shares16.5K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

0.00%

Shares778

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

-31.46%

Shares1.5K

Event2026-06-30

Filed2026-07-29

LOUP

INNOVATOR ETFS TRUST

-3.18%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SPXC

SPX TECHNOLOGIES INC

0.83%

Shares1.2K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

0.00%

Shares218

Event2026-06-30

Filed2026-07-29

EZET

FRANKLIN ETHEREUM TR

0.00%

Shares24.8K

Event2026-06-30

Filed2026-07-29

FNX

FIRST TR EXCHANGE-TRADED ALP

-6.68%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

-0.48%

Shares9.5K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

50.33%

Shares5.4K

Event2026-06-30

Filed2026-07-29

EIX

EDISON INTL

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-29

JBL

JABIL INC

New

Shares734

Event2026-06-30

Filed2026-07-29

UTF

COHEN & STEERS INFRASTRUCTUR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-29

EME

EMCOR GROUP INC

0.00%

Shares339

Event2026-06-30

Filed2026-07-29

PCG

PG&E CORP

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-29

MOH

MOLINA HEALTHCARE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

-3.60%

Shares5.1K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

-33.68%

Shares1.7K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

0.12%

Shares803

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VSS

VANGUARD INTL EQUITY INDEX F

-0.64%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

New

Shares787

Event2026-06-30

Filed2026-07-29

SOFI

SOFI TECHNOLOGIES INC

1.29%

Shares14.6K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

0.40%

Shares4.8K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

New

Shares362

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

0.48%

Shares1.9K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

-6.50%

Shares734

Event2026-06-30

Filed2026-07-29

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

0.00%

Shares375

Event2026-06-30

Filed2026-07-29

ASGI

ABRDN GLOBAL INFRA INCOME FU

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-29

IYE

ISHARES TR

0.48%

Shares4.2K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

-3.18%

Shares4.1K

Event2026-06-30

Filed2026-07-29

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

FTI

TECHNIPFMC PLC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-50.44%

Shares736

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

-33.30%

Shares2.5K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS INC

New

Shares797

Event2026-06-30

Filed2026-07-29

CNC

CENTENE CORP DEL

New

Shares3.6K

Event2026-06-30

Filed2026-07-29

IRM

IRON MTN INC DEL

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC

0.00%

Shares279

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INC

0.20%

Shares3.5K

Event2026-06-30

Filed2026-07-29

URTH

ISHARES INC

0.66%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VOYG

VOYAGER TECHNOLOGIES INC

New

Shares6.7K

Event2026-06-30

Filed2026-07-29

AVMU

AMERICAN CENTY ETF TR

0.85%

Shares4.5K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares486

Event2026-06-30

Filed2026-07-29

CFG

CITIZENS FINL GROUP INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares285

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

New

Shares554

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-1.72%

Shares401

Event2026-06-30

Filed2026-07-29

AEE

AMEREN CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

-19.59%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

-3.86%

Shares1.6K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

0.54%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

2312.63%

Shares2.3K

Event2026-06-30

Filed2026-07-29

CLOI

VANECK ETF TRUST

41.94%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

-8.28%

Shares731

Event2026-06-30

Filed2026-07-29

FDG

AMERICAN CENTY ETF TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-7.84%

Shares2.5K

Event2026-06-30

Filed2026-07-29

OCSL

OAKTREE SPECIALTY LENDING

-24.83%

Shares14.1K

Event2026-06-30

Filed2026-07-29

PLUG

PLUG PWR INC

0.00%

Shares60.4K

Event2026-06-30

Filed2026-07-29

FXZ

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

FIRST TR EXCHANGE TRADED FD

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-29

VPU

VANGUARD WORLD FD

-21.92%

Shares748

Event2026-06-30

Filed2026-07-29

LUMN

LUMEN TECHNOLOGIES INC

-0.23%

Shares17.7K

Event2026-06-30

Filed2026-07-29

CNH

CNH INDL N V

-20.41%

Shares11.6K

Event2026-06-30

Filed2026-07-29

MLPA

GLOBAL X FDS

1.90%

Shares2.4K

Event2026-06-30

Filed2026-07-29

EUSA

ISHARES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ISTB

ISHARES TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-29

VLUE

ISHARES TR

1.88%

Shares595

Event2026-06-30

Filed2026-07-29

BSCT

INVESCO EXCH TRD SLF IDX FD

1.15%

Shares6.1K

Event2026-06-30

Filed2026-07-29

BSCS

INVESCO EXCH TRD SLF IDX FD

1.09%

Shares5.5K

Event2026-06-30

Filed2026-07-29

IDU

ISHARES TR

0.00%

Shares980

Event2026-06-30

Filed2026-07-29

FLV

AMERICAN CENTY ETF TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

0.00%

Shares545

Event2026-06-30

Filed2026-07-29

PICK

ISHARES INC

0.90%

Shares1.7K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

0.00%

Shares442

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

-2.80%

Shares904

Event2026-06-30

Filed2026-07-29

IHI

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

0.00%

Shares326

Event2026-06-30

Filed2026-07-29

FTXN

FIRST TR EXCHANGE TRADED FD

0.33%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SPGM

SPDR INDEX SHS FDS

-9.88%

Shares1.0K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

-13.73%

Shares440

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

-35.16%

Shares522

Event2026-06-30

Filed2026-07-29

SLQT

SELECTQUOTE INC

0.00%

Shares97.6K

Event2026-06-30

Filed2026-07-29

DSI

ISHARES TR

2.72%

Shares566

Event2026-06-30

Filed2026-07-29

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares585

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD SCOTTSDALE FDS

0.86%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IGV

ISHARES TR

0.00%

Shares850

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

417.79%

Shares1.3K

Event2026-06-30

Filed2026-07-29

NLR

VANECK ETF TRUST

0.00%

Shares657

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

0.52%

Shares192

Event2026-06-30

Filed2026-07-29

PTON

PELOTON INTERACTIVE INC

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

FALN

ISHARES TR

586.84%

Shares2.7K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

1.31%

Shares772

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

53.90%

Shares808

Event2026-06-30

Filed2026-07-29

RWO

SPDR INDEX SHS FDS

0.88%

Shares1.4K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES TR

0.90%

Shares2.9K

Event2026-06-30

Filed2026-07-29

RSPN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

AVMV

AMERICAN CENTY ETF TR

0.38%

Shares803

Event2026-06-30

Filed2026-07-29

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares292

Event2026-06-30

Filed2026-07-29

DFAS

DIMENSIONAL ETF TRUST

92.97%

Shares714

Event2026-06-30

Filed2026-07-29

FNDA

SCHWAB STRATEGIC TR

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IGM

ISHARES TR

0.00%

Shares351

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

3.96%

Shares551

Event2026-06-30

Filed2026-07-29

SMDV

PROSHARES TR

0.55%

Shares735

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

-18.85%

Shares861

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

10.67%

Shares83

Event2026-06-30

Filed2026-07-29

FXR

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares587

Event2026-06-30

Filed2026-07-29

PSQO

PALMER SQUARE FUNDS TR

1.19%

Shares2.6K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

-5.93%

Shares333

Event2026-06-30

Filed2026-07-29

FTXR

FIRST TR EXCHANGE TRADED FD

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-29

URA

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

HYG

ISHARES TR

0.50%

Shares607

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

0.00%

Shares133

Event2026-06-30

Filed2026-07-29

XJH

ISHARES TR

2.23%

Shares915

Event2026-06-30

Filed2026-07-29

IVOG

VANGUARD ADMIRAL FDS INC

141.60%

Shares302

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

EZU

ISHARES INC

1.72%

Shares593

Event2026-06-30

Filed2026-07-29

SPTM

SPDR SERIES TRUST

0.00%

Shares451

Event2026-06-30

Filed2026-07-29

FXD

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares582

Event2026-06-30

Filed2026-07-29

XLB

SELECT SECTOR SPDR TR

0.26%

Shares757

Event2026-06-30

Filed2026-07-29

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares931

Event2026-06-30

Filed2026-07-29

DFIS

DIMENSIONAL ETF TRUST

1.25%

Shares1.1K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES TR

-15.92%

Shares792

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares283

Event2026-06-30

Filed2026-07-29

DWX

SPDR INDEX SHS FDS

1.45%

Shares768

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

-6.63%

Shares155

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

7.01%

Shares473

Event2026-06-30

Filed2026-07-29

EWW

ISHARES INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

0.00%

Shares220

Event2026-06-30

Filed2026-07-29

LIT

GLOBAL X FDS

0.00%

Shares418

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

0.96%

Shares421

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

0.00%

Shares127

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

0.36%

Shares282

Event2026-06-30

Filed2026-07-29

XHB

SPDR SERIES TRUST

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

1.97%

Shares518

Event2026-06-30

Filed2026-07-29

RPV

INVESCO EXCHANGE TRADED FD T

0.42%

Shares241

Event2026-06-30

Filed2026-07-29

MOO

VANECK ETF TRUST

0.00%

Shares342

Event2026-06-30

Filed2026-07-29

VANECK ETF TRUST

0.00%

Shares354

Event2026-06-30

Filed2026-07-29

SABR

SABRE CORP

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-29

BOTZ

GLOBAL X FDS

-0.87%

Shares682

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

PID

INVESCO EXCHANGE TRADED FD T

1.47%

Shares1.0K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES TR

-2.61%

Shares298

Event2026-06-30

Filed2026-07-29

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares455

Event2026-06-30

Filed2026-07-29

VANGUARD SCOTTSDALE FDS

0.00%

Shares181

Event2026-06-30

Filed2026-07-29

HELO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares300

Event2026-06-30

Filed2026-07-29

DFGP

DIMENSIONAL ETF TRUST

8.48%

Shares371

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

0.55%

Shares182

Event2026-06-30

Filed2026-07-29

JPIE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares374

Event2026-06-30

Filed2026-07-29

SPMB

SPDR SERIES TRUST

0.79%

Shares769

Event2026-06-30

Filed2026-07-29

SUSC

ISHARES TR

5.38%

Shares705

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

0.81%

Shares124

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

-78.55%

Shares180

Event2026-06-30

Filed2026-07-29

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares150

Event2026-06-30

Filed2026-07-29

SCHH

SCHWAB STRATEGIC TR

9733.33%

Shares590

Event2026-06-30

Filed2026-07-29

USIG

ISHARES TR

1.20%

Shares253

Event2026-06-30

Filed2026-07-29

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares141

Event2026-06-30

Filed2026-07-29

KBE

SPDR SERIES TRUST

0.00%

Shares185

Event2026-06-30

Filed2026-07-29

XSW

SPDR SERIES TRUST

0.00%

Shares72

Event2026-06-30

Filed2026-07-29

DUHP

DIMENSIONAL ETF TRUST

0.34%

Shares292

Event2026-06-30

Filed2026-07-29

VGIT

VANGUARD SCOTTSDALE FDS

1.04%

Shares194

Event2026-06-30

Filed2026-07-29

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares60

Event2026-06-30

Filed2026-07-29

HAP

VANECK ETF TRUST

0.00%

Shares160

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.41%

Shares243

Event2026-06-30

Filed2026-07-29

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares130

Event2026-06-30

Filed2026-07-29

RSPU

INVESCO EXCHANGE TRADED FD T

New

Shares130

Event2026-06-30

Filed2026-07-29

SCZ

ISHARES TR

0.00%

Shares125

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

0.00%

Shares62

Event2026-06-30

Filed2026-07-29

SPEM

SPDR INDEX SHS FDS

0.00%

Shares193

Event2026-06-30

Filed2026-07-29

EWJ

ISHARES INC

0.95%

Shares106

Event2026-06-30

Filed2026-07-29

WDIV

SPDR INDEX SHS FDS

0.83%

Shares121

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares105

Event2026-06-30

Filed2026-07-29

REM

ISHARES TR

0.00%

Shares422

Event2026-06-30

Filed2026-07-29

MDXH

MDXHEALTH SA

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-29

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares80

Event2026-06-30

Filed2026-07-29

FGD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares270

Event2026-06-30

Filed2026-07-29

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares60

Event2026-06-30

Filed2026-07-29

CORP

PIMCO ETF TR

New

Shares83

Event2026-06-30

Filed2026-07-29

JQUA

J P MORGAN EXCHANGE TRADED F

-53.56%

Shares111

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

31.08%

Shares194

Event2026-06-30

Filed2026-07-29

SPBO

SPDR SERIES TRUST

1.17%

Shares260

Event2026-06-30

Filed2026-07-29

IYH

ISHARES TR

0.00%

Shares108

Event2026-06-30

Filed2026-07-29

EDIV

SPDR INDEX SHS FDS

0.00%

Shares177

Event2026-06-30

Filed2026-07-29

MUSI

AMERICAN CENTY ETF TR

0.00%

Shares163

Event2026-06-30

Filed2026-07-29

KXI

ISHARES TR

0.00%

Shares100

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ETF TR

New

Shares72

Event2026-06-30

Filed2026-07-29

DFIC

DIMENSIONAL ETF TRUST

1.83%

Shares167

Event2026-06-30

Filed2026-07-29

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares34

Event2026-06-30

Filed2026-07-29

SPMD

SPDR SERIES TRUST

0.00%

Shares82

Event2026-06-30

Filed2026-07-29

HYDB

ISHARES TR

0.00%

Shares118

Event2026-06-30

Filed2026-07-29

JMBS

JANUS DETROIT STR TR

0.00%

Shares122

Event2026-06-30

Filed2026-07-29

REMX

VANECK ETF TRUST

0.00%

Shares61

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

-19.64%

Shares45

Event2026-06-30

Filed2026-07-29

SPSB

SPDR SERIES TRUST

0.00%

Shares147

Event2026-06-30

Filed2026-07-29

DIHP

DIMENSIONAL ETF TRUST

0.78%

Shares129

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

Call Option Holdings

JPMORGAN CHASE & CO Call CallJPMORGAN CHASE & CO600 sharesnew addition2026-06-302026-07-29

ABBVIE INC Call CallABBVIE INC400 sharesnew addition2026-06-302026-07-29

MSFT Call CallMICROSOFT CORP200 sharesnew addition2026-06-302026-07-29

JPMORGAN CHASE & CO Call

JPMORGAN CHASE & CO

New

Shares600

Event2026-06-30

Filed2026-07-29

ABBVIE INC Call

ABBVIE INC

New

Shares400

Event2026-06-30

Filed2026-07-29

MSFT Call

MICROSOFT CORP

New

Shares200

Event2026-06-30

Filed2026-07-29

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC600 shares0.00%2026-06-302026-07-29

BROADCOM INC Put

BROADCOM INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-29