Sponsored

The Analysis of L.K. Benson & Company, P.C.'s Holdings & P&L

Currently, L.K. Benson & Company, P.C. holds 115 types of securities in its portfolio with a total value $331.5M. In the most recent quarter, they have increased their positions in HIDE (+45.7K shares, valued at $1.1M), AOK (+23.4K shares, valued at $971.4K), N/A (+8.1K shares, valued at $734.3K); decreased their positions in TROW (-195.3K shares, valued at $22.2M), SCHF (-8.6K shares, valued at $238.0K), FRDM (-2.8K shares, valued at $207.5K); initiated new positions in AOK (+23.4K shares, valued at $971.4K), VCSH (+8.6K shares, valued at $679.7K), IEI (+5.1K shares, valued at $599.5K).

1M P&L

-3.3M-1.08%

3M P&L

+9.8M+3.36%

HY P&L

+32.7M+12.19%

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/A157.3M

51.9%

2Asset Management136.8M

45.1%

3Discount Stores1.5M

0.5%

Top Industries by Stock Count

1N/A90 stocks

85.7%

2Drug Manufacturers - General2 stocks

1.9%

3Internet Content & Information1 stocks

1.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TROW PRICE T ROWE GROUP INC1.2M shares-13.96%2026-06-302026-07-24

VXUS VANGUARD STAR FDS166.8K shares-0.12%2026-06-302026-07-24

HIDE EA SERIES TRUST517.1K shares9.70%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS29.6K shares1.32%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS111.0K shares4.20%2026-06-302026-07-24

EA SERIES TRUST EA SERIES TRUST85.1K shares10.55%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR262.3K shares-3.17%2026-06-302026-07-24

SCHR SCHWAB STRATEGIC TR293.5K shares1.57%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS7.8K shares0.45%2026-06-302026-07-24

VXF VANGUARD INDEX FDS21.7K shares2.29%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST54.8K shares0.14%2026-06-302026-07-24

ISHARES TR ISHARES TR5.9K shares-2.20%2026-06-302026-07-24

VV VANGUARD INDEX FDS12.6K shares7.04%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST78.0K shares1.11%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS81.0K shares6.70%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR29.9K shares-0.38%2026-06-302026-07-24

Sponsored

VTV VANGUARD INDEX FDS16.1K shares0.96%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR88.8K shares0.11%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS40.0K shares1.48%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR31.8K shares1.70%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR85.2K shares0.14%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR46.7K shares0.07%2026-06-302026-07-24

ISHARES TR ISHARES TR23.0K shares0.74%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F13.6K shares3.70%2026-06-302026-07-24

Sponsored

QVAL EA SERIES TRUST36.6K shares-3.61%2026-06-302026-07-24

QMOM EA SERIES TRUST25.2K shares-6.93%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR20.5K shares-0.85%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST48.3K shares0.36%2026-06-302026-07-24

SUB ISHARES TR15.9K shares0.09%2026-06-302026-07-24

AVIG AMERICAN CENTY ETF TR39.2K shares1.32%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR15.4K shares-0.86%2026-06-302026-07-24

WMT WALMART INC13.4K shares0.00%2026-06-302026-07-24

Sponsored

AAPL APPLE INC5.2K shares6.37%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST20.3K shares-0.04%2026-06-302026-07-24

AAUS EA SERIES TRUST23.4K shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR45.3K shares0.08%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS16.7K shares1.80%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR35.0K shares0.60%2026-06-302026-07-24

VB VANGUARD INDEX FDS4.2K shares0.05%2026-06-302026-07-24

ITOT ISHARES TR7.6K shares-3.15%2026-06-302026-07-24

Sponsored

MTB M & T BK CORP5.2K shares0.23%2026-06-302026-07-24

VCRM VANGUARD MUN BD FDS16.1K shares19.80%2026-06-302026-07-24

SCHP SCHWAB STRATEGIC TR44.7K shares-6.28%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS23.2K shares5.70%2026-06-302026-07-24

SHY ISHARES TR14.0K shares35.56%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS11.3K shares-1.62%2026-06-302026-07-24

AVMU AMERICAN CENTY ETF TR23.3K shares-5.49%2026-06-302026-07-24

FRDM EA SERIES TRUST14.6K shares-16.32%2026-06-302026-07-24

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.38%2026-06-302026-07-24

SMMD ISHARES TR10.8K shares-3.35%2026-06-302026-07-24

IMOM EA SERIES TRUST22.8K shares-6.08%2026-06-302026-07-24

AOK ISHARES TR23.4K sharesnew addition2026-06-302026-07-24

SGOV ISHARES TR9.6K shares6.23%2026-06-302026-07-24

IVAL EA SERIES TRUST28.3K shares-5.88%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F15.6K shares0.04%2026-06-302026-07-24

BNDX VANGUARD CHARLOTTE FDS18.4K shares0.15%2026-06-302026-07-24

Sponsored

FNDX SCHWAB STRATEGIC TR26.8K shares0.35%2026-06-302026-07-24

MSFT MICROSOFT CORP2.2K shares9.50%2026-06-302026-07-24

MUB ISHARES TR7.7K shares0.25%2026-06-302026-07-24

FLOT ISHARES TR16.0K shares-1.73%2026-06-302026-07-24

SHM SPDR SERIES TRUST15.8K shares-5.31%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR5.8K shares-2.42%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.00%2026-06-302026-07-24

SMMU PIMCO ETF TR14.2K shares0.28%2026-06-302026-07-24

Sponsored

AOM ISHARES TR14.3K shares38.24%2026-06-302026-07-24

BBCA J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR28.7K shares-4.40%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS8.6K sharesnew addition2026-06-302026-07-24

VCRB VANGUARD MALVERN FDS7.9K shares0.57%2026-06-302026-07-24

FALN ISHARES TR22.2K shares7.49%2026-06-302026-07-24

IEI ISHARES TR5.1K sharesnew addition2026-06-302026-07-24

GOOG ALPHABET INC1.6K shares18.01%2026-06-302026-07-24

Sponsored

DFAI DIMENSIONAL ETF TRUST13.6K shares-4.56%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST13.9K shares3.22%2026-06-302026-07-24

IWR ISHARES TR4.8K shares0.00%2026-06-302026-07-24

VTES VANGUARD WELLINGTON FD5.2K shares0.47%2026-06-302026-07-24

BOND PIMCO ETF TR5.7K shares-0.42%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.05%2026-06-302026-07-24

GLD SPDR GOLD TR1.4K shares-8.97%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS6.1K shares-1.82%2026-06-302026-07-24

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL956 shares0.00%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.9K shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP3.3K shares0.00%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS7.7K shares0.22%2026-06-302026-07-24

VO VANGUARD INDEX FDS5.4K shares300.74%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.3K shares0.00%2026-06-302026-07-24

NMRK NEWMARK GROUP INC28.3K shares0.00%2026-06-302026-07-24

BOXX EA SERIES TRUST3.6K shares0.64%2026-06-302026-07-24

Sponsored

EOSE EOS ENERGY ENTERPRISES INC72.0K shares0.01%2026-06-302026-07-24

QQQ INVESCO QQQ TR558 shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS2.6K shares-15.16%2026-06-302026-07-24

DFSV DIMENSIONAL ETF TRUST10.4K shares-3.59%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.6K shares0.00%2026-06-302026-07-24

IWP ISHARES TR2.3K shares-4.64%2026-06-302026-07-24

TMSL T ROWE PRICE EXCHANGE-TRADED7.4K shares0.00%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST7.1K shares0.25%2026-06-302026-07-24

Sponsored

XLE SELECT SECTOR SPDR TR5.9K shares-17.61%2026-06-302026-07-24

LRGF ISHARES TR4.1K shares-17.05%2026-06-302026-07-24

RLY SSGA ACTIVE ETF TR9.0K shares0.40%2026-06-302026-07-24

KO COCA COLA CO3.7K shares0.00%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR5.8K shares-34.38%2026-06-302026-07-24

FTLS FIRST TR EXCH TRADED FD III3.8K shares0.00%2026-06-302026-07-24

TBUX T ROWE PRICE EXCHANGE-TRADED5.6K shares0.00%2026-06-302026-07-24

EFA ISHARES TR2.5K shares0.00%2026-06-302026-07-24

Sponsored

TGRW T ROWE PRICE EXCHANGE-TRADED5.5K shares0.00%2026-06-302026-07-24

MUNI PIMCO ETF TR4.8K shares0.84%2026-06-302026-07-24

ISHARES TR ISHARES TR2.6K shares0.00%2026-06-302026-07-24

IJH ISHARES TR3.2K shares0.00%2026-06-302026-07-24

BA BOEING CO1.1K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-24

LLY ELI LILLY & CO190 sharesnew addition2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS2.6K shares1.07%2026-06-302026-07-24

HYT BLACKROCK CORPOR HI YLD FD I15.6K shares1.53%2026-06-302026-07-24

TROW

PRICE T ROWE GROUP INC

-13.96%

Shares1.2M

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

-0.12%

Shares166.8K

Event2026-06-30

Filed2026-07-24

HIDE

EA SERIES TRUST

9.70%

Shares517.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.32%

Shares29.6K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

4.20%

Shares111.0K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

10.55%

Shares85.1K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-3.17%

Shares262.3K

Event2026-06-30

Filed2026-07-24

SCHR

SCHWAB STRATEGIC TR

1.57%

Shares293.5K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

0.45%

Shares7.8K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

2.29%

Shares21.7K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares54.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-2.20%

Shares5.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

7.04%

Shares12.6K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

1.11%

Shares78.0K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

6.70%

Shares81.0K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

-0.38%

Shares29.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.96%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.11%

Shares88.8K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

1.48%

Shares40.0K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

1.70%

Shares31.8K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.14%

Shares85.2K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

0.07%

Shares46.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.74%

Shares23.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

3.70%

Shares13.6K

Event2026-06-30

Filed2026-07-24

QVAL

EA SERIES TRUST

-3.61%

Shares36.6K

Event2026-06-30

Filed2026-07-24

QMOM

EA SERIES TRUST

-6.93%

Shares25.2K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-0.85%

Shares20.5K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

0.36%

Shares48.3K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

0.09%

Shares15.9K

Event2026-06-30

Filed2026-07-24

AVIG

AMERICAN CENTY ETF TR

1.32%

Shares39.2K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

-0.86%

Shares15.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

6.37%

Shares5.2K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-0.04%

Shares20.3K

Event2026-06-30

Filed2026-07-24

AAUS

EA SERIES TRUST

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

0.08%

Shares45.3K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

1.80%

Shares16.7K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

0.60%

Shares35.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.05%

Shares4.2K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-3.15%

Shares7.6K

Event2026-06-30

Filed2026-07-24

MTB

M & T BK CORP

0.23%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VCRM

VANGUARD MUN BD FDS

19.80%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

-6.28%

Shares44.7K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

5.70%

Shares23.2K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

35.56%

Shares14.0K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

-1.62%

Shares11.3K

Event2026-06-30

Filed2026-07-24

AVMU

AMERICAN CENTY ETF TR

-5.49%

Shares23.3K

Event2026-06-30

Filed2026-07-24

FRDM

EA SERIES TRUST

-16.32%

Shares14.6K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.38%

Shares1.3K

Event2026-06-30

Filed2026-07-24

SMMD

ISHARES TR

-3.35%

Shares10.8K

Event2026-06-30

Filed2026-07-24

IMOM

EA SERIES TRUST

-6.08%

Shares22.8K

Event2026-06-30

Filed2026-07-24

AOK

ISHARES TR

New

Shares23.4K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

6.23%

Shares9.6K

Event2026-06-30

Filed2026-07-24

IVAL

EA SERIES TRUST

-5.88%

Shares28.3K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

0.04%

Shares15.6K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

0.15%

Shares18.4K

Event2026-06-30

Filed2026-07-24

FNDX

SCHWAB STRATEGIC TR

0.35%

Shares26.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

9.50%

Shares2.2K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

0.25%

Shares7.7K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

-1.73%

Shares16.0K

Event2026-06-30

Filed2026-07-24

SHM

SPDR SERIES TRUST

-5.31%

Shares15.8K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

-2.42%

Shares5.8K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SMMU

PIMCO ETF TR

0.28%

Shares14.2K

Event2026-06-30

Filed2026-07-24

AOM

ISHARES TR

38.24%

Shares14.3K

Event2026-06-30

Filed2026-07-24

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

-4.40%

Shares28.7K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares8.6K

Event2026-06-30

Filed2026-07-24

VCRB

VANGUARD MALVERN FDS

0.57%

Shares7.9K

Event2026-06-30

Filed2026-07-24

FALN

ISHARES TR

7.49%

Shares22.2K

Event2026-06-30

Filed2026-07-24

IEI

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

18.01%

Shares1.6K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

-4.56%

Shares13.6K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

3.22%

Shares13.9K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

0.47%

Shares5.2K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

-0.42%

Shares5.7K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

-8.97%

Shares1.4K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

-1.82%

Shares6.1K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares956

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

0.22%

Shares7.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.74%

Shares5.4K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

NMRK

NEWMARK GROUP INC

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-24

BOXX

EA SERIES TRUST

0.64%

Shares3.6K

Event2026-06-30

Filed2026-07-24

EOSE

EOS ENERGY ENTERPRISES INC

0.01%

Shares72.0K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares558

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

-15.16%

Shares2.6K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

-3.59%

Shares10.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IWP

ISHARES TR

-4.64%

Shares2.3K

Event2026-06-30

Filed2026-07-24

TMSL

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares7.1K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-17.61%

Shares5.9K

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES TR

-17.05%

Shares4.1K

Event2026-06-30

Filed2026-07-24

RLY

SSGA ACTIVE ETF TR

0.40%

Shares9.0K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

-34.38%

Shares5.8K

Event2026-06-30

Filed2026-07-24

FTLS

FIRST TR EXCH TRADED FD III

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

TBUX

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

TGRW

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO ETF TR

0.84%

Shares4.8K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

BOEING CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

New

Shares190

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

1.07%

Shares2.6K

Event2026-06-30

Filed2026-07-24

HYT

BLACKROCK CORPOR HI YLD FD I

1.53%

Shares15.6K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available