Sponsored

The Analysis of SYM FINANCIAL Corp's Holdings & P&L

Currently, SYM FINANCIAL Corp holds 530 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in DFAU (+2.9M shares, valued at $150.6M), DFAI (+210.8K shares, valued at $8.7M), SPMO (+25.6K shares, valued at $4.1M); decreased their positions in VXUS (-70.8K shares, valued at $6.0M), VEA (-73.3K shares, valued at $5.2M), N/A (-7.1K shares, valued at $2.6M); initiated new positions in SPMO (+25.6K shares, valued at $4.1M), N/A (+739 shares, valued at $713.1K), SNDK (+259 shares, valued at $588.9K).

1M P&L

+6.5M+0.58%

3M P&L

+39.6M+3.66%

HY P&L

+78.0M+7.48%

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/A882.7M

80.9%

2Semiconductors21.6M

2.0%

3Chemicals15.2M

1.4%

Top Industries by Stock Count

1N/A197 stocks

41.1%

2Banks - Regional15 stocks

3.1%

3Utilities - Regulated Electric11 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST6.7M shares3.23%2026-06-302026-08-04

DFAU DIMENSIONAL ETF TRUST3.0M shares2359.31%2026-06-302026-08-04

NTSI WISDOMTREE TR2.5M shares0.89%2026-06-302026-08-04

VOE VANGUARD INDEX FDS569.0K shares0.32%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS269.5K shares-2.58%2026-06-302026-08-04

GOVT ISHARES TR3.8M shares3.27%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR1.2M shares-0.37%2026-06-302026-08-04

DOW DOW HLDGS INC554.2K shares0.43%2026-06-302026-08-04

Sponsored

AAPL APPLE INC47.8K shares-7.71%2026-06-302026-08-04

VIOV VANGUARD ADMIRAL FDS INC114.5K shares-1.83%2026-06-302026-08-04

VXUS VANGUARD STAR FDS136.6K shares-34.12%2026-06-302026-08-04

NVDA NVIDIA CORPORATION56.5K shares-13.08%2026-06-302026-08-04

ISHARES TR ISHARES TR108.7K shares0.47%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F64.5K shares-0.23%2026-06-302026-08-04

LLY ELI LILLY & CO7.4K shares0.35%2026-06-302026-08-04

MSFT MICROSOFT CORP18.2K shares-14.65%2026-06-302026-08-04

Sponsored

SPDW SPDR INDEX SHS FDS125.8K shares11.72%2026-06-302026-08-04

ACWV ISHARES INC49.0K shares1.50%2026-06-302026-08-04

AMZN AMAZON COM INC24.2K shares-9.27%2026-06-302026-08-04

GOOGL ALPHABET INC15.4K shares-14.61%2026-06-302026-08-04

BROADCOM INC BROADCOM INC12.1K shares-16.42%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC3.9K shares-2.17%2026-06-302026-08-04

SCHR SCHWAB STRATEGIC TR176.4K shares1.96%2026-06-302026-08-04

SPMO INVESCO EXCH TRADED FD TR II25.6K sharesnew addition2026-06-302026-08-04

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.8K shares6.85%2026-06-302026-08-04

QWLD SPDR INDEX SHS FDS23.5K shares0.23%2026-06-302026-08-04

ISHARES TR ISHARES TR32.9K shares1.70%2026-06-302026-08-04

WMT WALMART INC25.8K shares-1.17%2026-06-302026-08-04

GE GE AEROSPACE7.1K shares3.18%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.4K shares0.38%2026-06-302026-08-04

JPIB J P MORGAN EXCHANGE TRADED F50.5K shares2.22%2026-06-302026-08-04

ESGU ISHARES TR14.9K shares1.19%2026-06-302026-08-04

Sponsored

CISCO SYS INC CISCO SYS INC19.8K shares1.55%2026-06-302026-08-04

TSLA TESLA INC5.4K shares13.59%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON8.8K shares-0.31%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC3.1K shares3.81%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC3.9K shares-27.58%2026-06-302026-08-04

LRCX LAM RESEARCH CORP5.0K shares-0.45%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares18.30%2026-06-302026-08-04

GEV GE VERNOVA INC1.7K shares5.05%2026-06-302026-08-04

Sponsored

MINT PIMCO ETF TR20.0K shares1.09%2026-06-302026-08-04

KLAC KLA CORP6.6K shares920.43%2026-06-302026-08-04

ACWI ISHARES TR12.4K shares-2.68%2026-06-302026-08-04

GOOG ALPHABET INC5.5K shares9.36%2026-06-302026-08-04

SPEM SPDR INDEX SHS FDS36.6K shares10.11%2026-06-302026-08-04

LKFN LAKELAND FINL CORP30.7K shares-52.88%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP12.7K shares2.46%2026-06-302026-08-04

TRGP TARGA RES CORP6.1K shares0.20%2026-06-302026-08-04

Sponsored

VGT VANGUARD WORLD FD13.2K shares820.39%2026-06-302026-08-04

JBL JABIL INC4.1K shares3.63%2026-06-302026-08-04

INTC INTEL CORP11.2K shares-31.91%2026-06-302026-08-04

VISA INC VISA INC4.5K shares31.61%2026-06-302026-08-04

FIX COMFORT SYS USA INC767 shares-12.74%2026-06-302026-08-04

APH AMPHENOL CORP8.4K shares-22.81%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICES INC2.4K shares-29.19%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.7K shares-34.79%2026-06-302026-08-04

Sponsored

WDC WESTERN DIGITAL CORP2.1K shares-37.35%2026-06-302026-08-04

NSC NORFOLK SOUTHN CORP4.2K shares-9.21%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR40.8K shares1.28%2026-06-302026-08-04

CMI CUMMINS INC1.8K shares7.16%2026-06-302026-08-04

CAT CATERPILLAR INC1.2K shares8.93%2026-06-302026-08-04

GLD SPDR GOLD TR3.4K shares-9.95%2026-06-302026-08-04

HD HOME DEPOT INC3.5K shares68.20%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED3.4K shares0.94%2026-06-302026-08-04

Sponsored

JBHT HUNT J B TRANS SVCS INC3.8K shares5.15%2026-06-302026-08-04

ASML ASML HLDG NV544 shares7.94%2026-06-302026-08-04

MRK MERCK & CO INC8.3K shares-0.14%2026-06-302026-08-04

ABBVIE INC ABBVIE INC4.1K shares7.88%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS14.5K shares-83.50%2026-06-302026-08-04

ORACLE CORP ORACLE CORP7.0K shares26.26%2026-06-302026-08-04

MPLX MPLX LP17.8K shares7.44%2026-06-302026-08-04

VOO VANGUARD INDEX FDS1.4K shares26.88%2026-06-302026-08-04

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares-36.22%2026-06-302026-08-04

PEP PEPSICO INC6.9K shares-12.07%2026-06-302026-08-04

CNC CENTENE CORP DEL14.5K shares-6.60%2026-06-302026-08-04

CVX CHEVRON CORPORATION5.6K shares34.37%2026-06-302026-08-04

WFC WELLS FARGO & CO11.1K shares73.19%2026-06-302026-08-04

EIX EDISON INTL12.3K shares-0.93%2026-06-302026-08-04

C CITIGROUP INC6.5K shares10.66%2026-06-302026-08-04

PNC PNC FINL SVCS GROUP INC3.6K shares8.95%2026-06-302026-08-04

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.1K shares-23.57%2026-06-302026-08-04

AON AON PLC2.7K shares74.87%2026-06-302026-08-04

GM GENERAL MTRS CO11.4K shares5.15%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS3.1K shares2.82%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO14.0K shares-0.12%2026-06-302026-08-04

QQQ INVESCO QQQ TR1.1K shares11.87%2026-06-302026-08-04

PCG PG&E CORP47.2K shares7.03%2026-06-302026-08-04

KO COCA COLA CO9.7K shares8.87%2026-06-302026-08-04

Sponsored

ANET ARISTA NETWORKS INC4.6K shares-5.96%2026-06-302026-08-04

XEL XCEL ENERGY INC9.4K shares4.49%2026-06-302026-08-04

BLK BLACKROCK INC787 shares33.39%2026-06-302026-08-04

ABNB AIRBNB INC5.2K shares20.94%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR22.1K shares0.00%2026-06-302026-08-04

ABT ABBOTT LABORATORIES8.2K shares110.14%2026-06-302026-08-04

ILMN ILLUMINA INC4.1K shares-11.07%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL739 sharesnew addition2026-06-302026-08-04

Sponsored

AME AMETEK INC2.9K shares1.41%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares7.25%2026-06-302026-08-04

VLO VALERO ENERGY CORP2.7K shares10.72%2026-06-302026-08-04

UNP UNION PAC CORP2.5K shares2.95%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR13.0K shares-3.28%2026-06-302026-08-04

FREEPORT MCMORAN INC FREEPORT MCMORAN INC11.0K shares12.51%2026-06-302026-08-04

RPM RPM INTL INC6.1K shares-1.81%2026-06-302026-08-04

VRT VERTIV HOLDINGS CO2.0K shares-8.69%2026-06-302026-08-04

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.04%2026-06-302026-08-04

STLD STEEL DYNAMICS INC2.9K shares0.59%2026-06-302026-08-04

UPRO PROSHARES TR4.7K shares0.00%2026-06-302026-08-04

FTNT FORTINET INC4.3K shares-15.42%2026-06-302026-08-04

DFIC DIMENSIONAL ETF TRUST17.5K shares0.00%2026-06-302026-08-04

FDX FEDEX CORP2.1K shares-5.05%2026-06-302026-08-04

QUAL ISHARES TR2.9K shares2.71%2026-06-302026-08-04

WEC WEC ENERGY GROUP INC5.4K shares4.44%2026-06-302026-08-04

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.9K shares9.02%2026-06-302026-08-04

BAC BANK OF AMER CORP11.0K shares15.83%2026-06-302026-08-04

NVS NOVARTIS AG4.0K shares12.73%2026-06-302026-08-04

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.2K shares13.87%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC3.5K shares1669.74%2026-06-302026-08-04

DELL DELL TECHNOLOGIES INC1.4K shares1.31%2026-06-302026-08-04

TER TERADYNE INC1.2K shares-0.40%2026-06-302026-08-04

PG PROCTER & GAMBLE CO4.1K shares-24.41%2026-06-302026-08-04

Sponsored

MCD MCDONALDS CORP2.2K shares1.25%2026-06-302026-08-04

INCY INCYTE CORP5.2K shares-2.94%2026-06-302026-08-04

SNDK SANDISK CORP259 sharesnew addition2026-06-302026-08-04

TPR TAPESTRY INC4.0K shares-5.17%2026-06-302026-08-04

HSBC HSBC HLDGS PLC6.1K shares9.96%2026-06-302026-08-04

DFAC DIMENSIONAL ETF TRUST13.0K shares-24.18%2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR15.7K shares0.00%2026-06-302026-08-04

ES EVERSOURCE ENERGY7.8K sharesnew addition2026-06-302026-08-04

Sponsored

TOL TOLL BROTHERS INC3.4K shares6.54%2026-06-302026-08-04

DAL DELTA AIR LINES INC6.0K shares4.72%2026-06-302026-08-04

MTZ MASTEC INC1.3K shares0.68%2026-06-302026-08-04

BANCO SANTANDER SA BANCO SANTANDER SA39.8K shares12.92%2026-06-302026-08-04

GLW CORNING INC2.1K shares1.14%2026-06-302026-08-04

MO ALTRIA GROUP INC7.6K shares4.62%2026-06-302026-08-04

ADI ANALOG DEVICES INC1.4K shares13.84%2026-06-302026-08-04

VRSN VERISIGN INC2.1K shares46.85%2026-06-302026-08-04

Sponsored

IUSV ISHARES TR4.9K shares0.00%2026-06-302026-08-04

PSX PHILLIPS 663.2K shares22.60%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION2.8K shares35.78%2026-06-302026-08-04

WCN WASTE CONNECTIONS INC3.1K sharesnew addition2026-06-302026-08-04

NTRA NATERA INC1.9K shares8.30%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP2.5K shares26.80%2026-06-302026-08-04

MUFG MITSUBISHI UFJ FINANCIAL GRO25.3K shares11.01%2026-06-302026-08-04

T AT&T INC24.3K shares4.53%2026-06-302026-08-04

Sponsored

RL RALPH LAUREN CORP1.3K shares-3.99%2026-06-302026-08-04

CINF CINCINNATI FINL CORP2.7K shares1.47%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.7.0K shares-21.44%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC1.7K sharesnew addition2026-06-302026-08-04

FTI TECHNIPFMC PLC7.5K shares0.30%2026-06-302026-08-04

CFG CITIZENS FINL GROUP INC7.1K shares6.63%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.2K shares-8.41%2026-06-302026-08-04

DFLV DIMENSIONAL ETF TRUST12.5K shares0.00%2026-06-302026-08-04

Sponsored

MFG MIZUHO FINANCIAL GROUP INC51.5K shares9.84%2026-06-302026-08-04

TT TRANE TECHNOLOGIES PLC994 shares21.22%2026-06-302026-08-04

IEMG ISHARES INC5.9K shares-7.49%2026-06-302026-08-04

VUG VANGUARD INDEX FDS5.6K shares1768.87%2026-06-302026-08-04

SNOWFLAKE INC SNOWFLAKE INC1.9K shares-55.32%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC477 shares7.43%2026-06-302026-08-04

SYK STRYKER CORPORATION1.5K shares-13.02%2026-06-302026-08-04

STT STATE STR CORP2.8K shares3.05%2026-06-302026-08-04

Sponsored

MTUM ISHARES TR1.4K shares0.00%2026-06-302026-08-04

HAL HALLIBURTON CO13.9K shares2.09%2026-06-302026-08-04

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3.5K shares-37.27%2026-06-302026-08-04

UAL UNITED AIRLS HLDGS INC3.4K shares-1.37%2026-06-302026-08-04

MOH MOLINA HEALTHCARE INC2.0K shares-3.22%2026-06-302026-08-04

DINO HF SINCLAIR CORP6.6K shares0.20%2026-06-302026-08-04

SNPS SYNOPSYS INC1.0K sharesnew addition2026-06-302026-08-04

TXN TEXAS INSTRS INC1.5K shares-13.33%2026-06-302026-08-04

Sponsored

BYLD ISHARES TR19.9K shares-0.02%2026-06-302026-08-04

SYF SYNCHRONY FINANCIAL5.9K shares6.33%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC2.5K shares17.50%2026-06-302026-08-04

IJS ISHARES TR3.3K shares0.37%2026-06-302026-08-04

NWG NATWEST GROUP PLC25.1K shares8.39%2026-06-302026-08-04

DHR DANAHER CORP DEL2.3K shares-16.33%2026-06-302026-08-04

GILD GILEAD SCIENCES INC3.5K shares-2.39%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC867 shares-4.93%2026-06-302026-08-04

Sponsored

TJX TJX COS INC NEW2.9K shares5.83%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP853 shares-2.51%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 40618 shares0.00%2026-06-302026-08-04

MT ARCELORMITTAL SA LUXEMBOURG7.2K shares9.98%2026-06-302026-08-04

EQIX EQUINIX INC410 shares22.02%2026-06-302026-08-04

CPRT COPART INC14.9K shares-12.17%2026-06-302026-08-04

TMUS T-MOBILE US INC2.5K shares73.66%2026-06-302026-08-04

ETN EATON CORP PLC976 shares1.99%2026-06-302026-08-04

Sponsored

EVRG EVERGY INC4.8K shares13.03%2026-06-302026-08-04

VRSK VERISK ANALYTICS INC2.3K shares-10.84%2026-06-302026-08-04

ZM ZOOM COMMUNICATIONS INC4.7K shares3.65%2026-06-302026-08-04

AWK AMERICAN WTR WKS CO INC NEW3.1K sharesnew addition2026-06-302026-08-04

HWM HOWMET AEROSPACE INC1.5K shares1.56%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP1.1K shares3.26%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC3.7K shares5.54%2026-06-302026-08-04

EXPE EXPEDIA GROUP INC1.5K shares17.02%2026-06-302026-08-04

Sponsored

PFE PFIZER INC16.1K shares71.05%2026-06-302026-08-04

VEEV VEEVA SYS INC2.2K shares1.16%2026-06-302026-08-04

DVN DEVON ENERGY CORP NEW9.4K shares11.64%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO4.2K sharesnew addition2026-06-302026-08-04

HPE HEWLETT PACKARD ENTERPRISE C8.5K sharesnew addition2026-06-302026-08-04

CVS CVS HEALTH CORP3.7K shares5.65%2026-06-302026-08-04

ADOBE INC ADOBE INC1.9K shares-28.21%2026-06-302026-08-04

BCS BARCLAYS PLC14.1K shares16.67%2026-06-302026-08-04

Sponsored

EME EMCOR GROUP INC456 shares8.57%2026-06-302026-08-04

GLOF ISHARES TR6.4K shares0.00%2026-06-302026-08-04

3M CO 3M CO2.3K shares2.11%2026-06-302026-08-04

TGT TARGET CORP2.9K shares9.70%2026-06-302026-08-04

VO VANGUARD INDEX FDS4.6K shares293.20%2026-06-302026-08-04

DKNG DRAFTKINGS INC NEW14.7K sharesnew addition2026-06-302026-08-04

INVH INVITATION HOMES INC12.2K sharesnew addition2026-06-302026-08-04

BBVA BANCO BILBAO VIZCAYA ARGENTA14.7K shares7.66%2026-06-302026-08-04

Sponsored

NTRS NORTHERN TR CORP2.1K shares7.85%2026-06-302026-08-04

IVW ISHARES TR2.7K shares-4.69%2026-06-302026-08-04

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC477 sharesnew addition2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP713 shares18.24%2026-06-302026-08-04

LIN LINDE PLC697 shares-46.67%2026-06-302026-08-04

URTH ISHARES INC1.8K shares-74.85%2026-06-302026-08-04

AMKR AMKOR TECHNOLOGY INC4.2K sharesnew addition2026-06-302026-08-04

REGN REGENERON PHARMACEUTICALS574 shares-3.53%2026-06-302026-08-04

Sponsored

VZ VERIZON COMMUNICATIONS INC8.4K shares5.40%2026-06-302026-08-04

VIS VANGUARD WORLD FD977 shares25.10%2026-06-302026-08-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares105.11%2026-06-302026-08-04

HLT HILTON WORLDWIDE HLDGS INC1.0K shares31.41%2026-06-302026-08-04

PAYX PAYCHEX INC3.5K sharesnew addition2026-06-302026-08-04

OSK OSHKOSH CORP2.2K shares30.74%2026-06-302026-08-04

BK BANK OF NY MELLON CORP2.4K shares-8.99%2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP3.7K shares1.23%2026-06-302026-08-04

Sponsored

QCOM QUALCOMM INC1.8K shares13.28%2026-06-302026-08-04

HBAN HUNTINGTON BANCSHARES INC19.0K shares34.56%2026-06-302026-08-04

VLY VALLEY NATL BANCORP22.9K shares2.41%2026-06-302026-08-04

CIEN CIENA CORP679 shares-5.83%2026-06-302026-08-04

GSK PLC GSK PLC6.3K shares4.17%2026-06-302026-08-04

PANW PALO ALTO NETWORKS INC974 sharesnew addition2026-06-302026-08-04

CHTR CHARTER COMMUNICATIONS INC2.3K sharesnew addition2026-06-302026-08-04

NNN NNN REIT INC7.1K sharesnew addition2026-06-302026-08-04

Sponsored

UGI UGI CORP NEW9.5K shares35.69%2026-06-302026-08-04

WAB WABTEC1.2K shares1.42%2026-06-302026-08-04

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OXY OCCIDENTAL PETE CORP6.7K shares93.86%2026-06-302026-08-04

TOTL SSGA ACTIVE ETF TR8.2K shares4.56%2026-06-302026-08-04

DIS DISNEY WALT CO3.4K shares4.66%2026-06-302026-08-04

MS MORGAN STANLEY1.5K sharesnew addition2026-06-302026-08-04

NUE NUCOR CORP1.4K shares3.51%2026-06-302026-08-04

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FERG FERGUSON ENTERPRISES INC1.3K shares0.52%2026-06-302026-08-04

AMGN AMGEN INC879 shares18.30%2026-06-302026-08-04

EXEL EXELIXIS INC5.8K shares0.76%2026-06-302026-08-04

LECO LINCOLN ELEC HLDGS INC1.2K shares0.00%2026-06-302026-08-04

TXT TEXTRON INC3.4K shares1.30%2026-06-302026-08-04

USMV ISHARES TR3.3K shares5.58%2026-06-302026-08-04

ALL ALLSTATE CORP1.3K shares4.03%2026-06-302026-08-04

CLOUDFLARE INC CLOUDFLARE INC1.3K shares19.31%2026-06-302026-08-04

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FHI FEDERATED HERMES INC5.7K shares-9.29%2026-06-302026-08-04

BA BOEING CO1.4K sharesnew addition2026-06-302026-08-04

CME CME GROUP INC1.4K shares-33.13%2026-06-302026-08-04

ULTA BEAUTY INC ULTA BEAUTY INC686 shares-10.09%2026-06-302026-08-04

INTU INTUIT1.2K shares8.17%2026-06-302026-08-04

COP CONOCOPHILLIPS3.0K shares4.27%2026-06-302026-08-04

TAK TAKEDA PHARMACEUTICAL CO LTD19.1K shares18.32%2026-06-302026-08-04

XLY SELECT SECTOR SPDR TR2.6K shares24.17%2026-06-302026-08-04

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ARW ARROW ELECTRS INC1.4K sharesnew addition2026-06-302026-08-04

GRMN GARMIN LTD1.3K shares1.45%2026-06-302026-08-04

TW TRADEWEB MKTS INC3.0K shares60.21%2026-06-302026-08-04

USB US BANCORP4.9K shares8.01%2026-06-302026-08-04

IQV IQVIA HLDGS INC1.5K shares11.40%2026-06-302026-08-04

DHI D R HORTON INC1.8K shares11.06%2026-06-302026-08-04

CRS CARPENTER TECHNOLOGY CORP479 sharesnew addition2026-06-302026-08-04

DISV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-06-302026-08-04

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AXS AXIS CAP HLDGS LTD2.7K shares0.18%2026-06-302026-08-04

ETR ENTERGY CORP NEW2.5K shares1.27%2026-06-302026-08-04

IVE ISHARES TR1.3K shares0.00%2026-06-302026-08-04

EVR EVERCORE INC850 shares9.96%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP294 sharesnew addition2026-06-302026-08-04

SONY SONY GROUP CORP14.3K shares37.76%2026-06-302026-08-04

BURLINGTON STORES INC BURLINGTON STORES INC904 shares22.49%2026-06-302026-08-04

AEP AMERICAN ELEC PWR CO INC2.1K shares1.21%2026-06-302026-08-04

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S&P GLOBAL INC S&P GLOBAL INC693 shares-36.01%2026-06-302026-08-04

MDB MONGODB INC823 shares-19.08%2026-06-302026-08-04

RSP INVESCO EXCHANGE TRADED FD T1.3K shares3.67%2026-06-302026-08-04

EOG EOG RES INC2.1K sharesnew addition2026-06-302026-08-04

IWS ISHARES TR1.7K shares0.06%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC3.5K shares5.18%2026-06-302026-08-04

FHN FIRST HORIZON CORPORATION10.6K shares12.13%2026-06-302026-08-04

DATADOG INC DATADOG INC1.0K sharesnew addition2026-06-302026-08-04

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EFX EQUIFAX INC1.7K sharesnew addition2026-06-302026-08-04

CHE CHEMED CORP NEW583 sharesnew addition2026-06-302026-08-04

AMT AMERICAN TOWER CORP1.7K sharesnew addition2026-06-302026-08-04

KEYS KEYSIGHT TECHNOLOGIES INC770 sharesnew addition2026-06-302026-08-04

GSIE GOLDMAN SACHS ETF TR5.9K shares0.00%2026-06-302026-08-04

IQLT ISHARES TR5.4K shares0.00%2026-06-302026-08-04

HOOD ROBINHOOD MKTS INC2.7K sharesnew addition2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY686 sharesnew addition2026-06-302026-08-04

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MKC MCCORMICK & CO INC5.2K sharesnew addition2026-06-302026-08-04

SYY SYSCO CORP3.1K sharesnew addition2026-06-302026-08-04

SMH VANECK ETF TRUST400 sharesnew addition2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE IN2.1K shares0.33%2026-06-302026-08-04

PTY PIMCO CORPORATE & INCOME OPP21.8K shares8.13%2026-06-302026-08-04

FIS FIDELITY NATL INFORMATION SV6.7K sharesnew addition2026-06-302026-08-04

CUBE CUBESMART6.5K sharesnew addition2026-06-302026-08-04

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ECL ECOLAB INC933 shares-37.30%2026-06-302026-08-04

STM STMICROELECTRONICS N V3.5K sharesnew addition2026-06-302026-08-04

MET METLIFE INC3.1K sharesnew addition2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR1.4K shares0.00%2026-06-302026-08-04

OZK BANK OZK LITTLE ROCK ARK4.9K sharesnew addition2026-06-302026-08-04

CCK CROWN HLDGS INC2.3K shares-18.63%2026-06-302026-08-04

BIIB BIOGEN INC1.2K shares3.13%2026-06-302026-08-04

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NUTANIX INC NUTANIX INC4.9K sharesnew addition2026-06-302026-08-04

LNC LINCOLN NATL CORP IND7.1K shares7.68%2026-06-302026-08-04

CRH CRH PLC2.3K shares-3.36%2026-06-302026-08-04

RGLD ROYAL GOLD INC1.2K shares7.77%2026-06-302026-08-04

MNST MONSTER BEVERAGE CORP NEW2.6K shares-62.10%2026-06-302026-08-04

TROW PRICE T ROWE GROUP INC2.2K sharesnew addition2026-06-302026-08-04

MPC MARATHON PETE CORP968 shares6.14%2026-06-302026-08-04

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CBSH COMMERCE BANCSHARES INC4.2K sharesnew addition2026-06-302026-08-04

DOV DOVER CORP1.1K shares2.83%2026-06-302026-08-04

TXRH TEXAS ROADHOUSE INC1.3K shares-0.71%2026-06-302026-08-04

DUK DUKE ENERGY CORP NEW1.9K sharesnew addition2026-06-302026-08-04

DFEM DIMENSIONAL ETF TRUST5.9K shares0.03%2026-06-302026-08-04

BTI BRITISH AMERN TOB PLC3.9K shares-23.66%2026-06-302026-08-04

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CSX CSX CORP5.0K shares0.87%2026-06-302026-08-04

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NEXTERA ENERGY INC NEXTERA ENERGY INC2.7K shares1.14%2026-06-302026-08-04

NEM NEWMONT CORP2.5K shares34.70%2026-06-302026-08-04

UNM UNUM GROUP2.6K sharesnew addition2026-06-302026-08-04

KR KROGER CO4.2K shares-0.07%2026-06-302026-08-04

MMC MARSH & MCLENNAN COS INC1.4K shares-22.47%2026-06-302026-08-04

SERVICENOW INC SERVICENOW INC2.3K shares-70.15%2026-06-302026-08-04

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MAA MID-AMER APT CMNTYS INC1.7K sharesnew addition2026-06-302026-08-04

BSX BOSTON SCIENTIFIC CORP5.4K shares56.34%2026-06-302026-08-04

ROL ROLLINS INC5.5K shares-7.05%2026-06-302026-08-04

CGNX COGNEX CORP3.2K sharesnew addition2026-06-302026-08-04

VRTX VERTEX PHARMACEUTICALS INC462 sharesnew addition2026-06-302026-08-04

PLD PROLOGIS INC.1.7K sharesnew addition2026-06-302026-08-04

WCC WESCO INTL INC660 sharesnew addition2026-06-302026-08-04

ED CONSOLIDATED EDISON INC2.1K sharesnew addition2026-06-302026-08-04

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ET ENERGY TRANSFER L P11.9K shares0.00%2026-06-302026-08-04

SSNC SS&C TECH HLDGS3.7K sharesnew addition2026-06-302026-08-04

TCBI TEXAS CAP BANCSHARES INC2.2K sharesnew addition2026-06-302026-08-04

BDX BECTON DICKINSON & CO1.5K shares-4.23%2026-06-302026-08-04

TEAM ATLASSIAN CORPORATION2.9K sharesnew addition2026-06-302026-08-04

MCO MOODYS CORP497 sharesnew addition2026-06-302026-08-04

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT6.7K sharesnew addition2026-06-302026-08-04

BWA BORGWARNER INC3.4K sharesnew addition2026-06-302026-08-04

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GL GLOBE LIFE INC1.2K sharesnew addition2026-06-302026-08-04

CCL CARNIVAL CORP LTD7.8K sharesnew addition2026-06-302026-08-04

MSCI MSCI INC397 shares4.75%2026-06-302026-08-04

IFF INTERNATIONAL FLAVORS&FRAGRA2.8K shares-2.95%2026-06-302026-08-04

TWLO TWILIO INC1.1K sharesnew addition2026-06-302026-08-04

CPAY CORPAY INC663 sharesnew addition2026-06-302026-08-04

BPOP POPULAR INC1.3K sharesnew addition2026-06-302026-08-04

TFC TRUIST FINL CORP4.4K sharesnew addition2026-06-302026-08-04

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OC OWENS CORNING NEW1.4K sharesnew addition2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR7.4K shares-7.88%2026-06-302026-08-04

Q QNITY ELECTRONICS INC1.3K sharesnew addition2026-06-302026-08-04

BNS BANK NOVA SCOTIA B C2.5K sharesnew addition2026-06-302026-08-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.6K sharesnew addition2026-06-302026-08-04

JPST J P MORGAN EXCHANGE TRADED F4.2K shares2.32%2026-06-302026-08-04

NWSA NEWS CORP NEW8.5K sharesnew addition2026-06-302026-08-04

IYW ISHARES TR833 shares83.48%2026-06-302026-08-04

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RY ROYAL BK CDA1.0K sharesnew addition2026-06-302026-08-04

TNA DIREXION SHARES ETF TRUST2.8K sharesnew addition2026-06-302026-08-04

SRE SEMPRA2.3K sharesnew addition2026-06-302026-08-04

ANTERO RESOURCES CORP ANTERO RESOURCES CORP6.0K sharesnew addition2026-06-302026-08-04

USFD US FOODS HLDG CORP2.0K sharesnew addition2026-06-302026-08-04

PGR PROGRESSIVE CORP957 shares-14.63%2026-06-302026-08-04

CORTEVA INC CORTEVA INC2.4K shares-0.20%2026-06-302026-08-04

MHK MOHAWK INDS INC1.7K sharesnew addition2026-06-302026-08-04

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NFG NATIONAL FUEL GAS CO2.7K sharesnew addition2026-06-302026-08-04

VIK VIKING HOLDINGS LTD2.0K sharesnew addition2026-06-302026-08-04

IWF ISHARES TR1.7K shares363.23%2026-06-302026-08-04

AMERIPRISE FINL INC AMERIPRISE FINL INC449 sharesnew addition2026-06-302026-08-04

ACLS AXCELIS TECHNOLOGIES INC1.1K sharesnew addition2026-06-302026-08-04

DTE DTE ENERGY CO1.4K sharesnew addition2026-06-302026-08-04

HRB BLOCK H & R INC5.4K sharesnew addition2026-06-302026-08-04

RBRK RUBRIK INC.2.6K sharesnew addition2026-06-302026-08-04

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FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI12.1K shares0.00%2026-06-302026-08-04

CGSM CAPITAL GRP FIXED INCM ETF T7.7K shares0.00%2026-06-302026-08-04

NBIX NEUROCRINE BIOSCIENCES INC1.2K shares-37.85%2026-06-302026-08-04

GIS GENERAL MILLS INC5.8K sharesnew addition2026-06-302026-08-04

ITOT ISHARES TR1.2K shares-1.75%2026-06-302026-08-04

ENB ENBRIDGE INC3.7K sharesnew addition2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC740 sharesnew addition2026-06-302026-08-04

S SENTINELONE INC11.1K shares-24.30%2026-06-302026-08-04

Sponsored

XLI SELECT SECTOR SPDR TR1.0K shares0.00%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR1.1K shares34.70%2026-06-302026-08-04

PPA INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS2.4K sharesnew addition2026-06-302026-08-04

IWD ISHARES TR695 shares-24.46%2026-06-302026-08-04

ISHARES TR ISHARES TR223 shares0.90%2026-06-302026-08-04

VB VANGUARD INDEX FDS548 shares0.18%2026-06-302026-08-04

NMR NOMURA HLDGS INC18.2K shares13.45%2026-06-302026-08-04

Sponsored

KRP KIMBELL RTY PARTNERS LP10.9K sharesnew addition2026-06-302026-08-04

TQQQ PROSHARES TR1.9K shares-46.02%2026-06-302026-08-04

VXF VANGUARD INDEX FDS611 shares15.94%2026-06-302026-08-04

SPYG SPDR SERIES TRUST1.2K shares1409.88%2026-06-302026-08-04

DNP DNP SELECT INCOME FD INC13.1K shares1.22%2026-06-302026-08-04

CAG CONAGRA BRANDS INC10.4K sharesnew addition2026-06-302026-08-04

LYG LLOYDS BANKING GROUP PLC24.0K shares42.66%2026-06-302026-08-04

XSVM INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-06-302026-08-04

Sponsored

NOK NOKIA CORP10.3K sharesnew addition2026-06-302026-08-04

VOD VODAFONE GROUP PLC10.3K sharesnew addition2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR3.7K shares0.00%2026-06-302026-08-04

SPMD SPDR SERIES TRUST2.0K shares0.00%2026-06-302026-08-04

DFUS DIMENSIONAL ETF TRUST1.6K shares0.00%2026-06-302026-08-04

IWO ISHARES TR318 shares0.00%2026-06-302026-08-04

ERIC TELEFONAKTIEBOLAGET LM ERICS11.2K sharesnew addition2026-06-302026-08-04

EMXC ISHARES INC1.2K shares-18.26%2026-06-302026-08-04

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VBR VANGUARD INDEX FDS500 shares0.00%2026-06-302026-08-04

RPV INVESCO EXCHANGE TRADED FD T955 shares2.36%2026-06-302026-08-04

IDV ISHARES TR2.6K shares1.76%2026-06-302026-08-04

VGIT VANGUARD SCOTTSDALE FDS1.7K shares-3.56%2026-06-302026-08-04

GABELLI EQUITY TR INC GABELLI EQUITY TR INC17.9K shares2.67%2026-06-302026-08-04

JPEM J P MORGAN EXCHANGE TRADED F1.6K shares-4.59%2026-06-302026-08-04

IWP ISHARES TR676 shares0.00%2026-06-302026-08-04

SNAP SNAP INC20.3K sharesnew addition2026-06-302026-08-04

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FNDX SCHWAB STRATEGIC TR2.9K shares0.00%2026-06-302026-08-04

IWM ISHARES TR299 shares0.00%2026-06-302026-08-04

CWI SPDR INDEX SHS FDS2.2K sharesnew addition2026-06-302026-08-04

SDY SPDR SERIES TRUST573 shares3.62%2026-06-302026-08-04

VTWV VANGUARD SCOTTSDALE FDS421 shares0.00%2026-06-302026-08-04

WIT WIPRO LTD35.4K shares-14.86%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST1.4K shares0.00%2026-06-302026-08-04

IWB ISHARES TR178 shares0.00%2026-06-302026-08-04

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EFA ISHARES TR671 shares100.90%2026-06-302026-08-04

NWL NEWELL BRANDS INC11.2K shares-7.49%2026-06-302026-08-04

BOND PIMCO ETF TR739 shares59.96%2026-06-302026-08-04

ISCF ISHARES TR1.5K shares0.00%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR1.2K shares0.00%2026-06-302026-08-04

VTV VANGUARD INDEX FDS259 shares13.60%2026-06-302026-08-04

FDIS FIDELITY COVINGTON TRUST524 sharesnew addition2026-06-302026-08-04

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MPW MEDICAL PROPERTIES TRUST INC11.2K sharesnew addition2026-06-302026-08-04

SPHQ INVESCO EXCHANGE TRADED FD T566 shares0.00%2026-06-302026-08-04

IYK ISHARES TR686 shares0.59%2026-06-302026-08-04

DFUV DIMENSIONAL ETF TRUST894 shares0.00%2026-06-302026-08-04

BSV VANGUARD BD INDEX FDS585 sharesnew addition2026-06-302026-08-04

IJH ISHARES TR572 shares25.71%2026-06-302026-08-04

FNDE SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-08-04

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VWO VANGUARD INTL EQUITY INDEX F692 shares195.73%2026-06-302026-08-04

PYLD PIMCO ETF TR1.5K sharesnew addition2026-06-302026-08-04

FNCL FIDELITY COVINGTON TRUST500 sharesnew addition2026-06-302026-08-04

EFAV ISHARES TR433 shares0.00%2026-06-302026-08-04

IJK ISHARES TR311 shares10.68%2026-06-302026-08-04

ITA ISHARES TR150 shares0.00%2026-06-302026-08-04

FIDU FIDELITY COVINGTON TRUST365 sharesnew addition2026-06-302026-08-04

FHLC FIDELITY COVINGTON TRUST468 sharesnew addition2026-06-302026-08-04

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JPIN J P MORGAN EXCHANGE TRADED F466 shares0.00%2026-06-302026-08-04

MXI ISHARES TR301 shares1.01%2026-06-302026-08-04

FTEC FIDELITY COVINGTON TRUST100 sharesnew addition2026-06-302026-08-04

EFV ISHARES TR362 shares0.00%2026-06-302026-08-04

REET ISHARES TR948 shares0.00%2026-06-302026-08-04

IDEV ISHARES TR292 sharesnew addition2026-06-302026-08-04

DJD INVESCO EXCHANGE TRADED FD T408 shares0.74%2026-06-302026-08-04

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KBE SPDR SERIES TRUST350 sharesnew addition2026-06-302026-08-04

IXC ISHARES TR475 shares0.00%2026-06-302026-08-04

KRE SPDR SERIES TRUST307 shares0.66%2026-06-302026-08-04

SPYV SPDR SERIES TRUST368 sharesnew addition2026-06-302026-08-04

IMCB ISHARES TR228 shares0.00%2026-06-302026-08-04

VMBS VANGUARD SCOTTSDALE FDS467 sharesnew addition2026-06-302026-08-04

BIV VANGUARD BD INDEX FDS279 sharesnew addition2026-06-302026-08-04

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BLV VANGUARD BD INDEX FDS302 sharesnew addition2026-06-302026-08-04

FSTA FIDELITY COVINGTON TRUST395 sharesnew addition2026-06-302026-08-04

RSPN INVESCO EXCHANGE TRADED FD T322 sharesnew addition2026-06-302026-08-04

NTSX WISDOMTREE TR344 shares-27.27%2026-06-302026-08-04

EMNT PIMCO ETF TR195 shares0.00%2026-06-302026-08-04

IHF ISHARES TR320 sharesnew addition2026-06-302026-08-04

IGIB ISHARES TR318 sharesnew addition2026-06-302026-08-04

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PRFZ INVESCO EXCHANGE TRADED FD T295 shares0.00%2026-06-302026-08-04

IJR ISHARES TR101 shares0.00%2026-06-302026-08-04

LQD ISHARES TR127 sharesnew addition2026-06-302026-08-04

RSPT INVESCO EXCHANGE TRADED FD T200 shares0.00%2026-06-302026-08-04

IGV ISHARES TR133 sharesnew addition2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR263 shares6.05%2026-06-302026-08-04

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS98 shares0.00%2026-06-302026-08-04

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EEMA ISHARES INC81 sharesnew addition2026-06-302026-08-04

NWS NEWS CORP NEW296 sharesnew addition2026-06-302026-08-04

PMBS PIMCO ETF TR166 sharesnew addition2026-06-302026-08-04

SMMV ISHARES TR175 shares0.00%2026-06-302026-08-04

IVOV VANGUARD ADMIRAL FDS INC67 shares-62.36%2026-06-302026-08-04

CGCP CAPITAL GRP FIXED INCM ETF T338 shares0.00%2026-06-302026-08-04

MBB ISHARES TR77 shares175.00%2026-06-302026-08-04

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TLT ISHARES TR75 sharesnew addition2026-06-302026-08-04

XMHQ INVESCO EXCHANGE TRADED FD T43 shares0.00%2026-06-302026-08-04

CORP PIMCO ETF TR50 sharesnew addition2026-06-302026-08-04

VIOG VANGUARD ADMIRAL FDS INC31 shares-81.66%2026-06-302026-08-04

VDE VANGUARD WORLD FD29 sharesnew addition2026-06-302026-08-04

FNDF SCHWAB STRATEGIC TR80 sharesnew addition2026-06-302026-08-04

DGRO ISHARES TR55 sharesnew addition2026-06-302026-08-04

Sponsored

AAXJ ISHARES TR30 sharesnew addition2026-06-302026-08-04

IJJ ISHARES TR21 sharesnew addition2026-06-302026-08-04

IGEB ISHARES TR68 sharesnew addition2026-06-302026-08-04

XBI SPDR SERIES TRUST18 sharesnew addition2026-06-302026-08-04

DFAI

DIMENSIONAL ETF TRUST

3.23%

Shares6.7M

Event2026-06-30

Filed2026-08-04

DFAU

DIMENSIONAL ETF TRUST

2359.31%

Shares3.0M

Event2026-06-30

Filed2026-08-04

NTSI

WISDOMTREE TR

0.89%

Shares2.5M

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

0.32%

Shares569.0K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-2.58%

Shares269.5K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

3.27%

Shares3.8M

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

-0.37%

Shares1.2M

Event2026-06-30

Filed2026-08-04

DOW

DOW HLDGS INC

0.43%

Shares554.2K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-7.71%

Shares47.8K

Event2026-06-30

Filed2026-08-04

VIOV

VANGUARD ADMIRAL FDS INC

-1.83%

Shares114.5K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

-34.12%

Shares136.6K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

-13.08%

Shares56.5K

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.47%

Shares108.7K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

-0.23%

Shares64.5K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.35%

Shares7.4K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-14.65%

Shares18.2K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

11.72%

Shares125.8K

Event2026-06-30

Filed2026-08-04

ACWV

ISHARES INC

1.50%

Shares49.0K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-9.27%

Shares24.2K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-14.61%

Shares15.4K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

-16.42%

Shares12.1K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

-2.17%

Shares3.9K

Event2026-06-30

Filed2026-08-04

SCHR

SCHWAB STRATEGIC TR

1.96%

Shares176.4K

Event2026-06-30

Filed2026-08-04

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares25.6K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

6.85%

Shares11.8K

Event2026-06-30

Filed2026-08-04

QWLD

SPDR INDEX SHS FDS

0.23%

Shares23.5K

Event2026-06-30

Filed2026-08-04

ISHARES TR

1.70%

Shares32.9K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-1.17%

Shares25.8K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

3.18%

Shares7.1K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

0.38%

Shares3.4K

Event2026-06-30

Filed2026-08-04

JPIB

J P MORGAN EXCHANGE TRADED F

2.22%

Shares50.5K

Event2026-06-30

Filed2026-08-04

ESGU

ISHARES TR

1.19%

Shares14.9K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

1.55%

Shares19.8K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

13.59%

Shares5.4K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-0.31%

Shares8.8K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

3.81%

Shares3.1K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-27.58%

Shares3.9K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

-0.45%

Shares5.0K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

18.30%

Shares4.2K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

5.05%

Shares1.7K

Event2026-06-30

Filed2026-08-04

MINT

PIMCO ETF TR

1.09%

Shares20.0K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

920.43%

Shares6.6K

Event2026-06-30

Filed2026-08-04

ACWI

ISHARES TR

-2.68%

Shares12.4K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

9.36%

Shares5.5K

Event2026-06-30

Filed2026-08-04

SPEM

SPDR INDEX SHS FDS

10.11%

Shares36.6K

Event2026-06-30

Filed2026-08-04

LKFN

LAKELAND FINL CORP

-52.88%

Shares30.7K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

2.46%

Shares12.7K

Event2026-06-30

Filed2026-08-04

TRGP

TARGA RES CORP

0.20%

Shares6.1K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

820.39%

Shares13.2K

Event2026-06-30

Filed2026-08-04

JBL

JABIL INC

3.63%

Shares4.1K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-31.91%

Shares11.2K

Event2026-06-30

Filed2026-08-04

VISA INC

31.61%

Shares4.5K

Event2026-06-30

Filed2026-08-04

FIX

COMFORT SYS USA INC

-12.74%

Shares767

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

-22.81%

Shares8.4K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

-29.19%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-34.79%

Shares2.7K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

-37.35%

Shares2.1K

Event2026-06-30

Filed2026-08-04

NSC

NORFOLK SOUTHN CORP

-9.21%

Shares4.2K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

1.28%

Shares40.8K

Event2026-06-30

Filed2026-08-04

CMI

CUMMINS INC

7.16%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

8.93%

Shares1.2K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

-9.95%

Shares3.4K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

68.20%

Shares3.5K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

0.94%

Shares3.4K

Event2026-06-30

Filed2026-08-04

JBHT

HUNT J B TRANS SVCS INC

5.15%

Shares3.8K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

7.94%

Shares544

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-0.14%

Shares8.3K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

7.88%

Shares4.1K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-83.50%

Shares14.5K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

26.26%

Shares7.0K

Event2026-06-30

Filed2026-08-04

MPLX

MPLX LP

7.44%

Shares17.8K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

26.88%

Shares1.4K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

-36.22%

Shares1.0K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-12.07%

Shares6.9K

Event2026-06-30

Filed2026-08-04

CNC

CENTENE CORP DEL

-6.60%

Shares14.5K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

34.37%

Shares5.6K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

73.19%

Shares11.1K

Event2026-06-30

Filed2026-08-04

EIX

EDISON INTL

-0.93%

Shares12.3K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

10.66%

Shares6.5K

Event2026-06-30

Filed2026-08-04

PNC

PNC FINL SVCS GROUP INC

8.95%

Shares3.6K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-23.57%

Shares2.1K

Event2026-06-30

Filed2026-08-04

AON

AON PLC

74.87%

Shares2.7K

Event2026-06-30

Filed2026-08-04

GENERAL MTRS CO

5.15%

Shares11.4K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

2.82%

Shares3.1K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-0.12%

Shares14.0K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

11.87%

Shares1.1K

Event2026-06-30

Filed2026-08-04

PCG

PG&E CORP

7.03%

Shares47.2K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

8.87%

Shares9.7K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

-5.96%

Shares4.6K

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

4.49%

Shares9.4K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

33.39%

Shares787

Event2026-06-30

Filed2026-08-04

ABNB

AIRBNB INC

20.94%

Shares5.2K

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares22.1K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

110.14%

Shares8.2K

Event2026-06-30

Filed2026-08-04

ILMN

ILLUMINA INC

-11.07%

Shares4.1K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares739

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC

1.41%

Shares2.9K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

7.25%

Shares1.5K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

10.72%

Shares2.7K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

2.95%

Shares2.5K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

-3.28%

Shares13.0K

Event2026-06-30

Filed2026-08-04

FREEPORT MCMORAN INC

12.51%

Shares11.0K

Event2026-06-30

Filed2026-08-04

RPM

RPM INTL INC

-1.81%

Shares6.1K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDINGS CO

-8.69%

Shares2.0K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-04

STLD

STEEL DYNAMICS INC

0.59%

Shares2.9K

Event2026-06-30

Filed2026-08-04

UPRO

PROSHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

-15.42%

Shares4.3K

Event2026-06-30

Filed2026-08-04

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-04

FDX

FEDEX CORP

-5.05%

Shares2.1K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

2.71%

Shares2.9K

Event2026-06-30

Filed2026-08-04

WEC

WEC ENERGY GROUP INC

4.44%

Shares5.4K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

9.02%

Shares1.9K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

15.83%

Shares11.0K

Event2026-06-30

Filed2026-08-04

NVS

NOVARTIS AG

12.73%

Shares4.0K

Event2026-06-30

Filed2026-08-04

JOHNSON CONTROLS INTERNATION

13.87%

Shares4.2K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

1669.74%

Shares3.5K

Event2026-06-30

Filed2026-08-04

DELL

DELL TECHNOLOGIES INC

1.31%

Shares1.4K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

-0.40%

Shares1.2K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-24.41%

Shares4.1K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

1.25%

Shares2.2K

Event2026-06-30

Filed2026-08-04

INCY

INCYTE CORP

-2.94%

Shares5.2K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

New

Shares259

Event2026-06-30

Filed2026-08-04

TPR

TAPESTRY INC

-5.17%

Shares4.0K

Event2026-06-30

Filed2026-08-04

HSBC

HSBC HLDGS PLC

9.96%

Shares6.1K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

-24.18%

Shares13.0K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-04

EVERSOURCE ENERGY

New

Shares7.8K

Event2026-06-30

Filed2026-08-04

TOL

TOLL BROTHERS INC

6.54%

Shares3.4K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

4.72%

Shares6.0K

Event2026-06-30

Filed2026-08-04

MTZ

MASTEC INC

0.68%

Shares1.3K

Event2026-06-30

Filed2026-08-04

BANCO SANTANDER SA

12.92%

Shares39.8K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

1.14%

Shares2.1K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

4.62%

Shares7.6K

Event2026-06-30

Filed2026-08-04

ADI

ANALOG DEVICES INC

13.84%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VRSN

VERISIGN INC

46.85%

Shares2.1K

Event2026-06-30

Filed2026-08-04

IUSV

ISHARES TR

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

22.60%

Shares3.2K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

35.78%

Shares2.8K

Event2026-06-30

Filed2026-08-04

WCN

WASTE CONNECTIONS INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

NTRA

NATERA INC

8.30%

Shares1.9K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

26.80%

Shares2.5K

Event2026-06-30

Filed2026-08-04

MUFG

MITSUBISHI UFJ FINANCIAL GRO

11.01%

Shares25.3K

Event2026-06-30

Filed2026-08-04

AT&T INC

4.53%

Shares24.3K

Event2026-06-30

Filed2026-08-04

RALPH LAUREN CORP

-3.99%

Shares1.3K

Event2026-06-30

Filed2026-08-04

CINF

CINCINNATI FINL CORP

1.47%

Shares2.7K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

-21.44%

Shares7.0K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

FTI

TECHNIPFMC PLC

0.30%

Shares7.5K

Event2026-06-30

Filed2026-08-04

CFG

CITIZENS FINL GROUP INC

6.63%

Shares7.1K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

-8.41%

Shares4.2K

Event2026-06-30

Filed2026-08-04

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-04

MFG

MIZUHO FINANCIAL GROUP INC

9.84%

Shares51.5K

Event2026-06-30

Filed2026-08-04

TRANE TECHNOLOGIES PLC

21.22%

Shares994

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-7.49%

Shares5.9K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

1768.87%

Shares5.6K

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC

-55.32%

Shares1.9K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

7.43%

Shares477

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-13.02%

Shares1.5K

Event2026-06-30

Filed2026-08-04

STT

STATE STR CORP

3.05%

Shares2.8K

Event2026-06-30

Filed2026-08-04

MTUM

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

HAL

HALLIBURTON CO

2.09%

Shares13.9K

Event2026-06-30

Filed2026-08-04

AGILENT TECHNOLOGIES INC

-37.27%

Shares3.5K

Event2026-06-30

Filed2026-08-04

UAL

UNITED AIRLS HLDGS INC

-1.37%

Shares3.4K

Event2026-06-30

Filed2026-08-04

MOH

MOLINA HEALTHCARE INC

-3.22%

Shares2.0K

Event2026-06-30

Filed2026-08-04

DINO

HF SINCLAIR CORP

0.20%

Shares6.6K

Event2026-06-30

Filed2026-08-04

SNPS

SYNOPSYS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

-13.33%

Shares1.5K

Event2026-06-30

Filed2026-08-04

BYLD

ISHARES TR

-0.02%

Shares19.9K

Event2026-06-30

Filed2026-08-04

SYF

SYNCHRONY FINANCIAL

6.33%

Shares5.9K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

17.50%

Shares2.5K

Event2026-06-30

Filed2026-08-04

IJS

ISHARES TR

0.37%

Shares3.3K

Event2026-06-30

Filed2026-08-04

NWG

NATWEST GROUP PLC

8.39%

Shares25.1K

Event2026-06-30

Filed2026-08-04

DHR

DANAHER CORP DEL

-16.33%

Shares2.3K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-2.39%

Shares3.5K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-4.93%

Shares867

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

5.83%

Shares2.9K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-2.51%

Shares853

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares618

Event2026-06-30

Filed2026-08-04

ARCELORMITTAL SA LUXEMBOURG

9.98%

Shares7.2K

Event2026-06-30

Filed2026-08-04

EQIX

EQUINIX INC

22.02%

Shares410

Event2026-06-30

Filed2026-08-04

CPRT

COPART INC

-12.17%

Shares14.9K

Event2026-06-30

Filed2026-08-04

TMUS

T-MOBILE US INC

73.66%

Shares2.5K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

1.99%

Shares976

Event2026-06-30

Filed2026-08-04

EVRG

EVERGY INC

13.03%

Shares4.8K

Event2026-06-30

Filed2026-08-04

VRSK

VERISK ANALYTICS INC

-10.84%

Shares2.3K

Event2026-06-30

Filed2026-08-04

ZOOM COMMUNICATIONS INC

3.65%

Shares4.7K

Event2026-06-30

Filed2026-08-04

AWK

AMERICAN WTR WKS CO INC NEW

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

HWM

HOWMET AEROSPACE INC

1.56%

Shares1.5K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

3.26%

Shares1.1K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

5.54%

Shares3.7K

Event2026-06-30

Filed2026-08-04

EXPE

EXPEDIA GROUP INC

17.02%

Shares1.5K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

71.05%

Shares16.1K

Event2026-06-30

Filed2026-08-04

VEEV

VEEVA SYS INC

1.16%

Shares2.2K

Event2026-06-30

Filed2026-08-04

DVN

DEVON ENERGY CORP NEW

11.64%

Shares9.4K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares8.5K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

5.65%

Shares3.7K

Event2026-06-30

Filed2026-08-04

ADOBE INC

-28.21%

Shares1.9K

Event2026-06-30

Filed2026-08-04

BCS

BARCLAYS PLC

16.67%

Shares14.1K

Event2026-06-30

Filed2026-08-04

EME

EMCOR GROUP INC

8.57%

Shares456

Event2026-06-30

Filed2026-08-04

GLOF

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-04

3M CO

2.11%

Shares2.3K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

9.70%

Shares2.9K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

293.20%

Shares4.6K

Event2026-06-30

Filed2026-08-04

DKNG

DRAFTKINGS INC NEW

New

Shares14.7K

Event2026-06-30

Filed2026-08-04

INVH

INVITATION HOMES INC

New

Shares12.2K

Event2026-06-30

Filed2026-08-04

BBVA

BANCO BILBAO VIZCAYA ARGENTA

7.66%

Shares14.7K

Event2026-06-30

Filed2026-08-04

NTRS

NORTHERN TR CORP

7.85%

Shares2.1K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

-4.69%

Shares2.7K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

New

Shares477

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

18.24%

Shares713

Event2026-06-30

Filed2026-08-04

LIN

LINDE PLC

-46.67%

Shares697

Event2026-06-30

Filed2026-08-04

URTH

ISHARES INC

-74.85%

Shares1.8K

Event2026-06-30

Filed2026-08-04

AMKR

AMKOR TECHNOLOGY INC

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

REGN

REGENERON PHARMACEUTICALS

-3.53%

Shares574

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

5.40%

Shares8.4K

Event2026-06-30

Filed2026-08-04

VIS

VANGUARD WORLD FD

25.10%

Shares977

Event2026-06-30

Filed2026-08-04

ACCENTURE PLC IRELAND

105.11%

Shares2.8K

Event2026-06-30

Filed2026-08-04

HLT

HILTON WORLDWIDE HLDGS INC

31.41%

Shares1.0K

Event2026-06-30

Filed2026-08-04

PAYX

PAYCHEX INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

OSK

OSHKOSH CORP

30.74%

Shares2.2K

Event2026-06-30

Filed2026-08-04

BANK OF NY MELLON CORP

-8.99%

Shares2.4K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

1.23%

Shares3.7K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

13.28%

Shares1.8K

Event2026-06-30

Filed2026-08-04

HBAN

HUNTINGTON BANCSHARES INC

34.56%

Shares19.0K

Event2026-06-30

Filed2026-08-04

VLY

VALLEY NATL BANCORP

2.41%

Shares22.9K

Event2026-06-30

Filed2026-08-04

CIEN

CIENA CORP

-5.83%

Shares679

Event2026-06-30

Filed2026-08-04

GSK PLC

4.17%

Shares6.3K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

New

Shares974

Event2026-06-30

Filed2026-08-04

CHTR

CHARTER COMMUNICATIONS INC

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

NNN

NNN REIT INC

New

Shares7.1K

Event2026-06-30

Filed2026-08-04

UGI

UGI CORP NEW

35.69%

Shares9.5K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

1.42%

Shares1.2K

Event2026-06-30

Filed2026-08-04

DOLLAR GEN CORP

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

OXY

OCCIDENTAL PETE CORP

93.86%

Shares6.7K

Event2026-06-30

Filed2026-08-04

TOTL

SSGA ACTIVE ETF TR

4.56%

Shares8.2K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

4.66%

Shares3.4K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

NUE

NUCOR CORP

3.51%

Shares1.4K

Event2026-06-30

Filed2026-08-04

FERG

FERGUSON ENTERPRISES INC

0.52%

Shares1.3K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

18.30%

Shares879

Event2026-06-30

Filed2026-08-04

EXEL

EXELIXIS INC

0.76%

Shares5.8K

Event2026-06-30

Filed2026-08-04

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

TXT

TEXTRON INC

1.30%

Shares3.4K

Event2026-06-30

Filed2026-08-04

USMV

ISHARES TR

5.58%

Shares3.3K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

4.03%

Shares1.3K

Event2026-06-30

Filed2026-08-04

CLOUDFLARE INC

19.31%

Shares1.3K

Event2026-06-30

Filed2026-08-04

FHI

FEDERATED HERMES INC

-9.29%

Shares5.7K

Event2026-06-30

Filed2026-08-04

BOEING CO

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

CME

CME GROUP INC

-33.13%

Shares1.4K

Event2026-06-30

Filed2026-08-04

ULTA BEAUTY INC

-10.09%

Shares686

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

8.17%

Shares1.2K

Event2026-06-30

Filed2026-08-04

COP

CONOCOPHILLIPS

4.27%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TAK

TAKEDA PHARMACEUTICAL CO LTD

18.32%

Shares19.1K

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

24.17%

Shares2.6K

Event2026-06-30

Filed2026-08-04

ARW

ARROW ELECTRS INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

GRMN

GARMIN LTD

1.45%

Shares1.3K

Event2026-06-30

Filed2026-08-04

TRADEWEB MKTS INC

60.21%

Shares3.0K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

8.01%

Shares4.9K

Event2026-06-30

Filed2026-08-04

IQV

IQVIA HLDGS INC

11.40%

Shares1.5K

Event2026-06-30

Filed2026-08-04

DHI

D R HORTON INC

11.06%

Shares1.8K

Event2026-06-30

Filed2026-08-04

CRS

CARPENTER TECHNOLOGY CORP

New

Shares479

Event2026-06-30

Filed2026-08-04

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-04

AXS

AXIS CAP HLDGS LTD

0.18%

Shares2.7K

Event2026-06-30

Filed2026-08-04

ETR

ENTERGY CORP NEW

1.27%

Shares2.5K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-04

EVR

EVERCORE INC

9.96%

Shares850

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

New

Shares294

Event2026-06-30

Filed2026-08-04

SONY

SONY GROUP CORP

37.76%

Shares14.3K

Event2026-06-30

Filed2026-08-04

BURLINGTON STORES INC

22.49%

Shares904

Event2026-06-30

Filed2026-08-04

AEP

AMERICAN ELEC PWR CO INC

1.21%

Shares2.1K

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

-36.01%

Shares693

Event2026-06-30

Filed2026-08-04

MDB

MONGODB INC

-19.08%

Shares823

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

3.67%

Shares1.3K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-04

IWS

ISHARES TR

0.06%

Shares1.7K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

5.18%

Shares3.5K

Event2026-06-30

Filed2026-08-04

FHN

FIRST HORIZON CORPORATION

12.13%

Shares10.6K

Event2026-06-30

Filed2026-08-04

DATADOG INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

EFX

EQUIFAX INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

CHE

CHEMED CORP NEW

New

Shares583

Event2026-06-30

Filed2026-08-04

AMT

AMERICAN TOWER CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares770

Event2026-06-30

Filed2026-08-04

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-04

IQLT

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-04

HOOD

ROBINHOOD MKTS INC

New

Shares2.7K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares686

Event2026-06-30

Filed2026-08-04

MKC

MCCORMICK & CO INC

New

Shares5.2K

Event2026-06-30

Filed2026-08-04

SYY

SYSCO CORP

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

New

Shares400

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

0.33%

Shares2.1K

Event2026-06-30

Filed2026-08-04

PTY

PIMCO CORPORATE & INCOME OPP

8.13%

Shares21.8K

Event2026-06-30

Filed2026-08-04

FIS

FIDELITY NATL INFORMATION SV

New

Shares6.7K

Event2026-06-30

Filed2026-08-04

CUBE

CUBESMART

New

Shares6.5K

Event2026-06-30

Filed2026-08-04

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares4.9K

Event2026-06-30

Filed2026-08-04

ECL

ECOLAB INC

-37.30%

Shares933

Event2026-06-30

Filed2026-08-04

STM

STMICROELECTRONICS N V

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

MET

METLIFE INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

OZK

BANK OZK LITTLE ROCK ARK

New

Shares4.9K

Event2026-06-30

Filed2026-08-04

CCK

CROWN HLDGS INC

-18.63%

Shares2.3K

Event2026-06-30

Filed2026-08-04

BIIB

BIOGEN INC

3.13%

Shares1.2K

Event2026-06-30

Filed2026-08-04

ROST

ROSS STORES INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

RBLX

ROBLOX CORP

15.69%

Shares4.7K

Event2026-06-30

Filed2026-08-04

NUTANIX INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-04

LNC

LINCOLN NATL CORP IND

7.68%

Shares7.1K

Event2026-06-30

Filed2026-08-04

CRH

CRH PLC

-3.36%

Shares2.3K

Event2026-06-30

Filed2026-08-04

RGLD

ROYAL GOLD INC

7.77%

Shares1.2K

Event2026-06-30

Filed2026-08-04

MNST

MONSTER BEVERAGE CORP NEW

-62.10%

Shares2.6K

Event2026-06-30

Filed2026-08-04

TROW

PRICE T ROWE GROUP INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

6.14%

Shares968

Event2026-06-30

Filed2026-08-04

UBS

UBS GROUP AG

New

Shares5.0K

Event2026-06-30

Filed2026-08-04

EDC

DIREXION SHARES ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

CBSH

COMMERCE BANCSHARES INC

New

Shares4.2K

Event2026-06-30

Filed2026-08-04

DOV

DOVER CORP

2.83%

Shares1.1K

Event2026-06-30

Filed2026-08-04

TXRH

TEXAS ROADHOUSE INC

-0.71%

Shares1.3K

Event2026-06-30

Filed2026-08-04

DUK

DUKE ENERGY CORP NEW

New

Shares1.9K

Event2026-06-30

Filed2026-08-04

DFEM

DIMENSIONAL ETF TRUST

0.03%

Shares5.9K

Event2026-06-30

Filed2026-08-04

BTI

BRITISH AMERN TOB PLC

-23.66%

Shares3.9K

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

0.87%

Shares5.0K

Event2026-06-30

Filed2026-08-04

UNILEVER PLC

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

1.14%

Shares2.7K

Event2026-06-30

Filed2026-08-04

NEM

NEWMONT CORP

34.70%

Shares2.5K

Event2026-06-30

Filed2026-08-04

UNM

UNUM GROUP

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

KROGER CO

-0.07%

Shares4.2K

Event2026-06-30

Filed2026-08-04

MMC

MARSH & MCLENNAN COS INC

-22.47%

Shares1.4K

Event2026-06-30

Filed2026-08-04

SERVICENOW INC

-70.15%

Shares2.3K

Event2026-06-30

Filed2026-08-04

MAA

MID-AMER APT CMNTYS INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

56.34%

Shares5.4K

Event2026-06-30

Filed2026-08-04

ROL

ROLLINS INC

-7.05%

Shares5.5K

Event2026-06-30

Filed2026-08-04

CGNX

COGNEX CORP

New

Shares3.2K

Event2026-06-30

Filed2026-08-04

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares462

Event2026-06-30

Filed2026-08-04

PLD

PROLOGIS INC.

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

WCC

WESCO INTL INC

New

Shares660

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-04

ENERGY TRANSFER L P

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-04

SSNC

SS&C TECH HLDGS

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

TCBI

TEXAS CAP BANCSHARES INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO

-4.23%

Shares1.5K

Event2026-06-30

Filed2026-08-04

TEAM

ATLASSIAN CORPORATION

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

MCO

MOODYS CORP

New

Shares497

Event2026-06-30

Filed2026-08-04

AMERICAN HOMES 4 RENT

New

Shares6.7K

Event2026-06-30

Filed2026-08-04

BWA

BORGWARNER INC

New

Shares3.4K

Event2026-06-30

Filed2026-08-04

GLOBE LIFE INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-04

CCL

CARNIVAL CORP LTD

New

Shares7.8K

Event2026-06-30

Filed2026-08-04

MSCI

MSCI INC

4.75%

Shares397

Event2026-06-30

Filed2026-08-04

IFF

INTERNATIONAL FLAVORS&FRAGRA

-2.95%

Shares2.8K

Event2026-06-30

Filed2026-08-04

TWLO

TWILIO INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

CPAY

CORPAY INC

New

Shares663

Event2026-06-30

Filed2026-08-04

BPOP

POPULAR INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

TFC

TRUIST FINL CORP

New

Shares4.4K

Event2026-06-30

Filed2026-08-04

OWENS CORNING NEW

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-7.88%

Shares7.4K

Event2026-06-30

Filed2026-08-04

QNITY ELECTRONICS INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-04

BNS

BANK NOVA SCOTIA B C

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

DUPONT DE NEMOURS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

2.32%

Shares4.2K

Event2026-06-30

Filed2026-08-04

NWSA

NEWS CORP NEW

New

Shares8.5K

Event2026-06-30

Filed2026-08-04

IYW

ISHARES TR

83.48%

Shares833

Event2026-06-30

Filed2026-08-04

ROYAL BK CDA

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

TNA

DIREXION SHARES ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

SRE

SEMPRA

New

Shares2.3K

Event2026-06-30

Filed2026-08-04

ANTERO RESOURCES CORP

New

Shares6.0K

Event2026-06-30

Filed2026-08-04

USFD

US FOODS HLDG CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

PGR

PROGRESSIVE CORP

-14.63%

Shares957

Event2026-06-30

Filed2026-08-04

CORTEVA INC

-0.20%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MHK

MOHAWK INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-04

NFG

NATIONAL FUEL GAS CO

New

Shares2.7K

Event2026-06-30

Filed2026-08-04

VIK

VIKING HOLDINGS LTD

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

363.23%

Shares1.7K

Event2026-06-30

Filed2026-08-04

AMERIPRISE FINL INC

New

Shares449

Event2026-06-30

Filed2026-08-04

ACLS

AXCELIS TECHNOLOGIES INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

DTE

DTE ENERGY CO

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

HRB

BLOCK H & R INC

New

Shares5.4K

Event2026-06-30

Filed2026-08-04

RBRK

RUBRIK INC.

New

Shares2.6K

Event2026-06-30

Filed2026-08-04

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-04

CGSM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-04

NBIX

NEUROCRINE BIOSCIENCES INC

-37.85%

Shares1.2K

Event2026-06-30

Filed2026-08-04

GIS

GENERAL MILLS INC

New

Shares5.8K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

-1.75%

Shares1.2K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

New

Shares740

Event2026-06-30

Filed2026-08-04

SENTINELONE INC

-24.30%

Shares11.1K

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

34.70%

Shares1.1K

Event2026-06-30

Filed2026-08-04

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

-24.46%

Shares695

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.90%

Shares223

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.18%

Shares548

Event2026-06-30

Filed2026-08-04

NMR

NOMURA HLDGS INC

13.45%

Shares18.2K

Event2026-06-30

Filed2026-08-04

KRP

KIMBELL RTY PARTNERS LP

New

Shares10.9K

Event2026-06-30

Filed2026-08-04

TQQQ

PROSHARES TR

-46.02%

Shares1.9K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

15.94%

Shares611

Event2026-06-30

Filed2026-08-04

SPYG

SPDR SERIES TRUST

1409.88%

Shares1.2K

Event2026-06-30

Filed2026-08-04

DNP

DNP SELECT INCOME FD INC

1.22%

Shares13.1K

Event2026-06-30

Filed2026-08-04

CAG

CONAGRA BRANDS INC

New

Shares10.4K

Event2026-06-30

Filed2026-08-04

LYG

LLOYDS BANKING GROUP PLC

42.66%

Shares24.0K

Event2026-06-30

Filed2026-08-04

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

NOK

NOKIA CORP

New

Shares10.3K

Event2026-06-30

Filed2026-08-04

VOD

VODAFONE GROUP PLC

New

Shares10.3K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

SPMD

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-04

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

0.00%

Shares318

Event2026-06-30

Filed2026-08-04

ERIC

TELEFONAKTIEBOLAGET LM ERICS

New

Shares11.2K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

-18.26%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

0.00%

Shares500

Event2026-06-30

Filed2026-08-04

RPV

INVESCO EXCHANGE TRADED FD T

2.36%

Shares955

Event2026-06-30

Filed2026-08-04

IDV

ISHARES TR

1.76%

Shares2.6K

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

-3.56%

Shares1.7K

Event2026-06-30

Filed2026-08-04

GABELLI EQUITY TR INC

2.67%

Shares17.9K

Event2026-06-30

Filed2026-08-04

JPEM

J P MORGAN EXCHANGE TRADED F

-4.59%

Shares1.6K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

0.00%

Shares676

Event2026-06-30

Filed2026-08-04

SNAP

SNAP INC

New

Shares20.3K

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

0.00%

Shares299

Event2026-06-30

Filed2026-08-04

CWI

SPDR INDEX SHS FDS

New

Shares2.2K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

3.62%

Shares573

Event2026-06-30

Filed2026-08-04

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares421

Event2026-06-30

Filed2026-08-04

WIT

WIPRO LTD

-14.86%

Shares35.4K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

0.00%

Shares178

Event2026-06-30

Filed2026-08-04

SMLF

ISHARES TR

-12.27%

Shares815

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

100.90%

Shares671

Event2026-06-30

Filed2026-08-04

NWL

NEWELL BRANDS INC

-7.49%

Shares11.2K

Event2026-06-30

Filed2026-08-04

BOND

PIMCO ETF TR

59.96%

Shares739

Event2026-06-30

Filed2026-08-04

ISCF

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

13.60%

Shares259

Event2026-06-30

Filed2026-08-04

FDIS

FIDELITY COVINGTON TRUST

New

Shares524

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

0.00%

Shares83

Event2026-06-30

Filed2026-08-04

MPW

MEDICAL PROPERTIES TRUST INC

New

Shares11.2K

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares566

Event2026-06-30

Filed2026-08-04

IYK

ISHARES TR

0.59%

Shares686

Event2026-06-30

Filed2026-08-04

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares894

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

New

Shares585

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

25.71%

Shares572

Event2026-06-30

Filed2026-08-04

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

195.73%

Shares692

Event2026-06-30

Filed2026-08-04

PYLD

PIMCO ETF TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

FNCL

FIDELITY COVINGTON TRUST

New

Shares500

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

0.00%

Shares433

Event2026-06-30

Filed2026-08-04

IJK

ISHARES TR

10.68%

Shares311

Event2026-06-30

Filed2026-08-04

ITA

ISHARES TR

0.00%

Shares150

Event2026-06-30

Filed2026-08-04

FIDU

FIDELITY COVINGTON TRUST

New

Shares365

Event2026-06-30

Filed2026-08-04

FHLC

FIDELITY COVINGTON TRUST

New

Shares468

Event2026-06-30

Filed2026-08-04

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares682

Event2026-06-30

Filed2026-08-04

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares466

Event2026-06-30

Filed2026-08-04

MXI

ISHARES TR

1.01%

Shares301

Event2026-06-30

Filed2026-08-04

FTEC

FIDELITY COVINGTON TRUST

New

Shares100

Event2026-06-30

Filed2026-08-04

EFV

ISHARES TR

0.00%

Shares362

Event2026-06-30

Filed2026-08-04

REET

ISHARES TR

0.00%

Shares948

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

New

Shares292

Event2026-06-30

Filed2026-08-04

DJD

INVESCO EXCHANGE TRADED FD T

0.74%

Shares408

Event2026-06-30

Filed2026-08-04

PXF

INVESCO EXCH TRADED FD TR II

New

Shares318

Event2026-06-30

Filed2026-08-04

KBE

SPDR SERIES TRUST

New

Shares350

Event2026-06-30

Filed2026-08-04

IXC

ISHARES TR

0.00%

Shares475

Event2026-06-30

Filed2026-08-04

KRE

SPDR SERIES TRUST

0.66%

Shares307

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

New

Shares368

Event2026-06-30

Filed2026-08-04

IMCB

ISHARES TR

0.00%

Shares228

Event2026-06-30

Filed2026-08-04

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares467

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

New

Shares279

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares254

Event2026-06-30

Filed2026-08-04

BLV

VANGUARD BD INDEX FDS

New

Shares302

Event2026-06-30

Filed2026-08-04

FSTA

FIDELITY COVINGTON TRUST

New

Shares395

Event2026-06-30

Filed2026-08-04

RSPN

INVESCO EXCHANGE TRADED FD T

New

Shares322

Event2026-06-30

Filed2026-08-04

NTSX

WISDOMTREE TR

-27.27%

Shares344

Event2026-06-30

Filed2026-08-04

EMNT

PIMCO ETF TR

0.00%

Shares195

Event2026-06-30

Filed2026-08-04

IHF

ISHARES TR

New

Shares320

Event2026-06-30

Filed2026-08-04

IGIB

ISHARES TR

New

Shares318

Event2026-06-30

Filed2026-08-04

TIP

ISHARES TR

46.67%

Shares154

Event2026-06-30

Filed2026-08-04

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares295

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

0.00%

Shares101

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

New

Shares127

Event2026-06-30

Filed2026-08-04

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares200

Event2026-06-30

Filed2026-08-04

IGV

ISHARES TR

New

Shares133

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

6.05%

Shares263

Event2026-06-30

Filed2026-08-04

VANGUARD SCOTTSDALE FDS

0.00%

Shares98

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares200

Event2026-06-30

Filed2026-08-04

EEMA

ISHARES INC

New

Shares81

Event2026-06-30

Filed2026-08-04

NWS

NEWS CORP NEW

New

Shares296

Event2026-06-30

Filed2026-08-04

PMBS

PIMCO ETF TR

New

Shares166

Event2026-06-30

Filed2026-08-04

SMMV

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-08-04

IVOV

VANGUARD ADMIRAL FDS INC

-62.36%

Shares67

Event2026-06-30

Filed2026-08-04

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares338

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

175.00%

Shares77

Event2026-06-30

Filed2026-08-04

HYG

ISHARES TR

New

Shares91

Event2026-06-30

Filed2026-08-04

TLT

ISHARES TR

New

Shares75

Event2026-06-30

Filed2026-08-04

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares43

Event2026-06-30

Filed2026-08-04

CORP

PIMCO ETF TR

New

Shares50

Event2026-06-30

Filed2026-08-04

VIOG

VANGUARD ADMIRAL FDS INC

-81.66%

Shares31

Event2026-06-30

Filed2026-08-04

VDE

VANGUARD WORLD FD

New

Shares29

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

New

Shares80

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

New

Shares55

Event2026-06-30

Filed2026-08-04

AAXJ

ISHARES TR

New

Shares30

Event2026-06-30

Filed2026-08-04

IJJ

ISHARES TR

New

Shares21

Event2026-06-30

Filed2026-08-04

IGEB

ISHARES TR

New

Shares68

Event2026-06-30

Filed2026-08-04

XBI

SPDR SERIES TRUST

New

Shares18

Event2026-06-30

Filed2026-08-04

Call Option Holdings

GOOGL Call CallALPHABET INC100 shares0.00%2026-06-302026-08-04

GOOGL Call

ALPHABET INC

0.00%

Shares100

Event2026-06-30

Filed2026-08-04

Put Option Holdings

No put option holdings data available