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

Currently, Facet Wealth, Inc. holds 411 types of securities in its portfolio with a total value $7.0B. In the most recent quarter, they have increased their positions in MGK (+1.5M shares, valued at $133.5M), VEA (+1.6M shares, valued at $111.0M), N/A (+215.1K shares, valued at $79.6M); decreased their positions in SPYV (-87.9K shares, valued at $5.3M), VBR (-20.2K shares, valued at $4.9M), ITOT (-23.0K shares, valued at $3.8M); initiated new positions in RDDT (+6.1K shares, valued at $1.1M), IUSV (+5.6K shares, valued at $616.4K), CGGR (+11.8K shares, valued at $556.9K).

1M P&L

+40.1M+0.68%

3M P&L

+196.4M+3.44%

HY P&L

-291.2M-4.70%

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/A5.6B

96.1%

2Consumer Electronics44.1M

0.8%

3Semiconductors39.3M

0.7%

Top Industries by Stock Count

1N/A194 stocks

52.7%

2Semiconductors11 stocks

3.0%

3Banks - Diversified10 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS15.5M shares11.17%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4M shares9.64%2026-06-302026-07-27

QUAL ISHARES TR3.3M shares11.27%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS8.2M shares14.96%2026-06-302026-07-27

VTV VANGUARD INDEX FDS1.7M shares7.93%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F4.2M shares12.84%2026-06-302026-07-27

EMXC ISHARES INC2.2M shares0.60%2026-06-302026-07-27

MUB ISHARES TR1.9M shares34.75%2026-06-302026-07-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.3M shares14.96%2026-06-302026-07-27

SPMD SPDR SERIES TRUST2.6M shares2.02%2026-06-302026-07-27

IUSG ISHARES TR884.9K shares8.71%2026-06-302026-07-27

MGK VANGUARD WORLD FD1.8M shares465.04%2026-06-302026-07-27

IEI ISHARES TR1.2M shares15.51%2026-06-302026-07-27

ISHARES TR ISHARES TR1.4M shares-2.38%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS2.6M shares-1.83%2026-06-302026-07-27

ITOT ISHARES TR763.1K shares-2.92%2026-06-302026-07-27

Sponsored

CMF ISHARES TR1.8M shares10.71%2026-06-302026-07-27

JQUA J P MORGAN EXCHANGE TRADED F1.3M shares0.09%2026-06-302026-07-27

SPDW SPDR INDEX SHS FDS1.3M shares-3.20%2026-06-302026-07-27

SPYV SPDR SERIES TRUST793.4K shares-9.97%2026-06-302026-07-27

ESGV VANGUARD WORLD FD347.4K shares-3.32%2026-06-302026-07-27

USMV ISHARES TR468.0K shares0.42%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR1.3M shares-2.70%2026-06-302026-07-27

AAPL APPLE INC151.7K shares6.51%2026-06-302026-07-27

Sponsored

VGLT VANGUARD SCOTTSDALE FDS696.8K shares15.22%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR1.2M shares-0.52%2026-06-302026-07-27

FLRN SPDR SERIES TRUST1.2M shares-1.75%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS601.8K shares-0.69%2026-06-302026-07-27

TFLO ISHARES TR686.5K shares-1.89%2026-06-302026-07-27

IEMG ISHARES INC385.2K shares-1.89%2026-06-302026-07-27

NYF ISHARES TR571.0K shares9.21%2026-06-302026-07-27

VOO VANGUARD INDEX FDS40.7K shares33.47%2026-06-302026-07-27

Sponsored

EFAV ISHARES TR305.6K shares1.49%2026-06-302026-07-27

NVDA NVIDIA CORPORATION131.5K shares30.62%2026-06-302026-07-27

VSGX VANGUARD WORLD FD313.9K shares-0.69%2026-06-302026-07-27

VO VANGUARD INDEX FDS260.8K shares194.79%2026-06-302026-07-27

VUG VANGUARD INDEX FDS222.1K shares522.82%2026-06-302026-07-27

SPEM SPDR INDEX SHS FDS358.5K shares-3.82%2026-06-302026-07-27

SPTM SPDR SERIES TRUST182.0K shares0.23%2026-06-302026-07-27

JAAA JANUS DETROIT STR TR294.1K shares74.18%2026-06-302026-07-27

Sponsored

ISHARES TR ISHARES TR142.4K shares-1.01%2026-06-302026-07-27

ESGU ISHARES TR84.3K shares-7.11%2026-06-302026-07-27

MSFT MICROSOFT CORP35.1K shares13.29%2026-06-302026-07-27

EAGG ISHARES TR258.2K shares10.80%2026-06-302026-07-27

AMZN AMAZON COM INC44.9K shares17.89%2026-06-302026-07-27

ISHARES TR ISHARES TR13.3K shares11.84%2026-06-302026-07-27

GOOGL ALPHABET INC27.7K shares17.91%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC16.3K shares4.81%2026-06-302026-07-27

Sponsored

SCHF SCHWAB STRATEGIC TR321.9K shares0.41%2026-06-302026-07-27

SPAB SPDR SERIES TRUST315.8K shares-5.63%2026-06-302026-07-27

BROADCOM INC BROADCOM INC21.2K shares39.24%2026-06-302026-07-27

GOOG ALPHABET INC22.7K shares17.66%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.1K shares25.00%2026-06-302026-07-27

ESGD ISHARES TR70.2K shares-14.01%2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS52.5K shares-3.32%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F78.2K shares3.81%2026-06-302026-07-27

Sponsored

VXUS VANGUARD STAR FDS67.3K shares40.41%2026-06-302026-07-27

TSLA TESLA INC12.7K shares9.43%2026-06-302026-07-27

CAT CATERPILLAR INC4.4K shares29.80%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.7K shares31.93%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL8.2K shares-0.46%2026-06-302026-07-27

QQQ INVESCO QQQ TR5.5K shares2.22%2026-06-302026-07-27

LLY ELI LILLY & CO3.2K shares48.01%2026-06-302026-07-27

IWN ISHARES TR16.6K shares-45.06%2026-06-302026-07-27

Sponsored

WMT WALMART INC30.4K shares17.57%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS14.5K shares21.44%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC4.7K shares15.87%2026-06-302026-07-27

IWM ISHARES TR11.1K shares15.24%2026-06-302026-07-27

SPDR SERIES TRUST SPDR SERIES TRUST37.7K shares22.15%2026-06-302026-07-27

SUSC ISHARES TR133.6K shares10.35%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC2.6K shares13.94%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.2K shares23.51%2026-06-302026-07-27

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AMD ADVANCED MICRO DEVICES INC5.2K shares13.81%2026-06-302026-07-27

AVUS AMERICAN CENTY ETF TR22.3K shares-1.09%2026-06-302026-07-27

DFAC DIMENSIONAL ETF TRUST63.9K shares84.94%2026-06-302026-07-27

ABBVIE INC ABBVIE INC11.2K shares-2.02%2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR94.7K shares44.67%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP20.3K shares30.15%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON10.6K shares14.21%2026-06-302026-07-27

HD HOME DEPOT INC7.4K shares68.56%2026-06-302026-07-27

Sponsored

VBR VANGUARD INDEX FDS10.5K shares-65.83%2026-06-302026-07-27

CISCO SYS INC CISCO SYS INC21.1K shares22.84%2026-06-302026-07-27

VISA INC VISA INC7.1K shares36.66%2026-06-302026-07-27

VXF VANGUARD INDEX FDS9.3K shares10.79%2026-06-302026-07-27

NETFLIX INC. NETFLIX INC.31.2K shares11.95%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS7.2K shares-1.20%2026-06-302026-07-27

INTC INTEL CORP14.2K shares46.16%2026-06-302026-07-27

IWB ISHARES TR4.8K shares39.49%2026-06-302026-07-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC4.0K shares31.51%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC1.7K shares41.41%2026-06-302026-07-27

SCHA SCHWAB STRATEGIC TR47.1K shares12.61%2026-06-302026-07-27

ASML ASML HLDG NV852 shares51.06%2026-06-302026-07-27

BAC BANK OF AMER CORP29.3K shares24.38%2026-06-302026-07-27

LRCX LAM RESEARCH CORP3.7K shares46.45%2026-06-302026-07-27

RTX CORPORATION RTX CORPORATION8.5K shares34.07%2026-06-302026-07-27

IWF ISHARES TR12.7K shares288.54%2026-06-302026-07-27

Sponsored

MRK MERCK & CO INC12.1K shares17.15%2026-06-302026-07-27

GE GE AEROSPACE4.2K shares-20.05%2026-06-302026-07-27

BNDX VANGUARD CHARLOTTE FDS30.9K shares67.94%2026-06-302026-07-27

IVW ISHARES TR10.8K shares5.56%2026-06-302026-07-27

GEV GE VERNOVA INC1.2K shares-12.46%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.8K shares4.98%2026-06-302026-07-27

MS MORGAN STANLEY6.8K shares33.95%2026-06-302026-07-27

VOOG VANGUARD ADMIRAL FDS INC16.8K shares2140.00%2026-06-302026-07-27

Sponsored

SCHD SCHWAB STRATEGIC TR42.9K shares-18.98%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR7.0K shares5.90%2026-06-302026-07-27

VGT VANGUARD WORLD FD10.8K shares798.50%2026-06-302026-07-27

VB VANGUARD INDEX FDS4.2K shares-5.04%2026-06-302026-07-27

EFG ISHARES TR10.0K shares-0.54%2026-06-302026-07-27

KO COCA COLA CO15.3K shares24.18%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR9.8K shares31.71%2026-06-302026-07-27

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.9K shares35.64%2026-06-302026-07-27

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AXP AMERICAN EXPRESS CO3.5K shares25.91%2026-06-302026-07-27

KLAC KLA CORP3.9K shares1458.73%2026-06-302026-07-27

ETN EATON CORP PLC2.8K shares52.76%2026-06-302026-07-27

SMH VANECK ETF TRUST1.8K shares27.32%2026-06-302026-07-27

CVX CHEVRON CORPORATION7.1K shares6.56%2026-06-302026-07-27

C CITIGROUP INC8.3K shares34.25%2026-06-302026-07-27

ORACLE CORP ORACLE CORP7.9K shares80.20%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II3.8K shares75.45%2026-06-302026-07-27

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SPYG SPDR SERIES TRUST9.5K shares126.28%2026-06-302026-07-27

IJH ISHARES TR14.5K shares43.13%2026-06-302026-07-27

SLYV SPDR SERIES TRUST10.2K shares-70.76%2026-06-302026-07-27

PANW PALO ALTO NETWORKS INC3.1K shares2.94%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS6.7K shares40.85%2026-06-302026-07-27

RDDT REDDIT INC6.1K sharesnew addition2026-06-302026-07-27

TFI SPDR SERIES TRUST22.2K shares17.66%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST12.1K shares0.00%2026-06-302026-07-27

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IJR ISHARES TR6.7K shares18.09%2026-06-302026-07-27

FNDX SCHWAB STRATEGIC TR31.8K shares-11.29%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC11.2K shares13.70%2026-06-302026-07-27

PG PROCTER & GAMBLE CO6.5K shares39.72%2026-06-302026-07-27

APH AMPHENOL CORP5.4K shares31.05%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC5.2K shares34.04%2026-06-302026-07-27

SHOP SHOPIFY INC8.2K shares-4.79%2026-06-302026-07-27

IVE ISHARES TR4.0K shares7.42%2026-06-302026-07-27

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DELL DELL TECHNOLOGIES INC2.1K shares-14.53%2026-06-302026-07-27

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.7K shares-0.67%2026-06-302026-07-27

PSN PARSONS CORP DEL17.1K shares-0.01%2026-06-302026-07-27

VHT VANGUARD WORLD FD3.0K shares-2.86%2026-06-302026-07-27

VNQ VANGUARD INDEX FDS9.2K shares-32.32%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO9.2K shares208.20%2026-06-302026-07-27

IWV ISHARES TR2.0K shares8.13%2026-06-302026-07-27

MRVL MARVELL TECHNOLOGY INC2.9K shares22.88%2026-06-302026-07-27

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BA BOEING CO3.9K shares31.78%2026-06-302026-07-27

GLW CORNING INC3.3K shares67.42%2026-06-302026-07-27

AMGN AMGEN INC2.2K shares5.91%2026-06-302026-07-27

CHUBB LIMITED CHUBB LIMITED2.3K shares98.89%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR22.4K shares-8.11%2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS9.9K shares2.92%2026-06-302026-07-27

SYY SYSCO CORP9.1K shares-16.95%2026-06-302026-07-27

VSS VANGUARD INTL EQUITY INDEX F4.9K shares-1.99%2026-06-302026-07-27

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ESGE ISHARES INC13.9K shares15.03%2026-06-302026-07-27

IAU ISHARES GOLD TR10.0K shares27.20%2026-06-302026-07-27

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-27

TJX TJX COS INC NEW4.8K shares39.83%2026-06-302026-07-27

SUSA ISHARES TR4.7K shares-1.03%2026-06-302026-07-27

CGDV CAPITAL GROUP DIVIDEND VALUE14.6K shares70.48%2026-06-302026-07-27

SPYX SPDR SERIES TRUST11.8K shares7.29%2026-06-302026-07-27

WFC WELLS FARGO & CO8.7K shares10.59%2026-06-302026-07-27

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EFV ISHARES TR9.4K shares9.18%2026-06-302026-07-27

SCHE SCHWAB STRATEGIC TR19.7K shares39.64%2026-06-302026-07-27

CEG CONSTELLATION ENERGY CORP2.8K shares-5.66%2026-06-302026-07-27

SCHI SCHWAB STRATEGIC TR30.7K shares87.77%2026-06-302026-07-27

KVUE KENVUE INC36.2K shares22.29%2026-06-302026-07-27

VV VANGUARD INDEX FDS2.0K shares87.77%2026-06-302026-07-27

DFIC DIMENSIONAL ETF TRUST18.5K shares69.61%2026-06-302026-07-27

UNP UNION PAC CORP2.5K shares21.05%2026-06-302026-07-27

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DGRO ISHARES TR8.9K shares66.97%2026-06-302026-07-27

MCD MCDONALDS CORP2.5K shares2.35%2026-06-302026-07-27

DIS DISNEY WALT CO7.0K shares40.99%2026-06-302026-07-27

WELL WELLTOWER INC2.9K shares38.81%2026-06-302026-07-27

IWR ISHARES TR6.0K shares-3.10%2026-06-302026-07-27

LIN LINDE PLC1.3K shares113.74%2026-06-302026-07-27

DIA STATE STR SPDR DOW JONES IND1.2K shares-0.64%2026-06-302026-07-27

IWD ISHARES TR2.6K shares39.49%2026-06-302026-07-27

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LMT LOCKHEED MARTIN CORP1.2K shares47.04%2026-06-302026-07-27

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.3K shares38.35%2026-06-302026-07-27

FNDF SCHWAB STRATEGIC TR11.8K shares1.80%2026-06-302026-07-27

IUSV ISHARES TR5.6K sharesnew addition2026-06-302026-07-27

DFAU DIMENSIONAL ETF TRUST11.9K shares5.16%2026-06-302026-07-27

ANET ARISTA NETWORKS INC3.6K shares23.33%2026-06-302026-07-27

DFAX DIMENSIONAL ETF TRUST16.6K shares3.77%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T2.9K shares15.48%2026-06-302026-07-27

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WDC WESTERN DIGITAL CORP956 shares28.15%2026-06-302026-07-27

DAL DELTA AIR LINES INC6.5K shares0.85%2026-06-302026-07-27

FREEPORT MCMORAN INC FREEPORT MCMORAN INC9.6K shares41.92%2026-06-302026-07-27

VOE VANGUARD INDEX FDS3.0K shares-18.21%2026-06-302026-07-27

COP CONOCOPHILLIPS5.7K shares-5.39%2026-06-302026-07-27

TXN TEXAS INSTRS INC2.0K shares40.37%2026-06-302026-07-27

VGK VANGUARD INTL EQUITY INDEX F6.6K shares10.87%2026-06-302026-07-27

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC763 shares12.87%2026-06-302026-07-27

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ONEQ FIDELITY COMWLTH TR5.6K shares1.41%2026-06-302026-07-27

QCOM QUALCOMM INC3.1K shares14.31%2026-06-302026-07-27

CMI CUMMINS INC793 shares35.56%2026-06-302026-07-27

ADI ANALOG DEVICES INC1.4K shares24.58%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II3.5K shares57.06%2026-06-302026-07-27

DE DEERE & CO879 shares54.75%2026-06-302026-07-27

IYW ISHARES TR2.2K shares-8.19%2026-06-302026-07-27

CGGR CAPITAL GROUP GROWTH ETF11.8K sharesnew addition2026-06-302026-07-27

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MTUM ISHARES TR1.6K shares-8.55%2026-06-302026-07-27

BLK BLACKROCK INC569 shares6.75%2026-06-302026-07-27

PEP PEPSICO INC4.0K shares3.93%2026-06-302026-07-27

EEM ISHARES TR7.8K shares8.24%2026-06-302026-07-27

IXUS ISHARES TR5.5K shares33.55%2026-06-302026-07-27

TMO THERMO FISHER SCIENTIFIC INC1.0K shares27.46%2026-06-302026-07-27

SNDK SANDISK CORP230 sharesnew addition2026-06-302026-07-27

PVAL PUTNAM ETF TRUST10.2K sharesnew addition2026-06-302026-07-27

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AVEM AMERICAN CENTY ETF TR5.4K shares111.20%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC2.1K shares41.40%2026-06-302026-07-27

LOW LOWES COS INC2.3K shares-38.80%2026-06-302026-07-27

MANH MANHATTAN ASSOCIATES INC3.6K shares-11.10%2026-06-302026-07-27

MPC MARATHON PETE CORP1.9K shares9.34%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC8.5K sharesnew addition2026-06-302026-07-27

SNPS SYNOPSYS INC1.1K sharesnew addition2026-06-302026-07-27

BX BLACKSTONE INC4.1K shares42.08%2026-06-302026-07-27

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MCK MCKESSON CORP639 shares32.30%2026-06-302026-07-27

SBUX STARBUCKS CORP4.7K shares25.47%2026-06-302026-07-27

PGR PROGRESSIVE CORP2.2K shares60.63%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO8.3K shares29.81%2026-06-302026-07-27

VOOV VANGUARD ADMIRAL FDS INC2.2K sharesnew addition2026-06-302026-07-27

COF CAPITAL ONE FINL CORP2.4K shares55.33%2026-06-302026-07-27

TDY TELEDYNE TECHNOLOGIES INC714 shares6.73%2026-06-302026-07-27

XLI SELECT SECTOR SPDR TR2.6K shares28.95%2026-06-302026-07-27

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XLV SELECT SECTOR SPDR TR3.0K shares28.32%2026-06-302026-07-27

IEF ISHARES TR5.0K shares111.50%2026-06-302026-07-27

MBB ISHARES TR5.0K shares-28.33%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL2.1K shares62.56%2026-06-302026-07-27

CSX CSX CORP9.7K shares81.18%2026-06-302026-07-27

UBER UBER TECHNOLOGIES INC6.3K shares7.60%2026-06-302026-07-27

TT TRANE TECHNOLOGIES PLC918 shares55.07%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC10.6K shares6.72%2026-06-302026-07-27

Sponsored

SCHW SCHWAB CHARLES CORP4.9K shares-6.14%2026-06-302026-07-27

CI THE CIGNA GROUP1.6K shares17.62%2026-06-302026-07-27

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares35.17%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST7.9K shares33.42%2026-06-302026-07-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.7K shares10.16%2026-06-302026-07-27

DFSD DIMENSIONAL ETF TRUST9.1K shares-8.48%2026-06-302026-07-27

DYNF BLACKROCK ETF TRUST6.4K shares-5.03%2026-06-302026-07-27

XLF SELECT SECTOR SPDR TR8.1K shares72.21%2026-06-302026-07-27

Sponsored

ISRG INTUITIVE SURGICAL INC1.1K shares-17.57%2026-06-302026-07-27

MAR MARRIOTT INTL INC NEW1.2K shares-13.00%2026-06-302026-07-27

CVS CVS HEALTH CORP4.1K shares5.30%2026-06-302026-07-27

VBK VANGUARD INDEX FDS1.2K shares58.87%2026-06-302026-07-27

VRT VERTIV HOLDINGS CO1.2K shares29.70%2026-06-302026-07-27

ABT ABBOTT LABORATORIES4.6K shares10.43%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW3.3K shares31.67%2026-06-302026-07-27

GSLC GOLDMAN SACHS ETF TR2.9K shares-3.08%2026-06-302026-07-27

Sponsored

PFE PFIZER INC16.9K shares13.32%2026-06-302026-07-27

DLN WISDOMTREE TR4.2K shares0.00%2026-06-302026-07-27

CRM SALESFORCE INC2.6K shares-1.88%2026-06-302026-07-27

GLD SPDR GOLD TR1.1K shares-16.41%2026-06-302026-07-27

PLD PROLOGIS INC.2.9K shares44.22%2026-06-302026-07-27

NEM NEWMONT CORP4.2K shares-15.25%2026-06-302026-07-27

AVDE AMERICAN CENTY ETF TR4.4K shares21.39%2026-06-302026-07-27

ADP AUTOMATIC DATA PROCESSING IN1.7K shares15.62%2026-06-302026-07-27

Sponsored

INTU INTUIT1.5K shares135.91%2026-06-302026-07-27

PH PARKER-HANNIFIN CORP397 shares0.76%2026-06-302026-07-27

DFAI DIMENSIONAL ETF TRUST9.4K shares-16.77%2026-06-302026-07-27

BSX BOSTON SCIENTIFIC CORP9.0K sharesnew addition2026-06-302026-07-27

APPLOVIN CORP APPLOVIN CORP745 sharesnew addition2026-06-302026-07-27

BK BANK OF NY MELLON CORP2.6K shares56.02%2026-06-302026-07-27

GRID FIRST TR EXCHANGE-TRADED FD2.0K shares-8.36%2026-06-302026-07-27

TFC TRUIST FINL CORP7.6K shares3.63%2026-06-302026-07-27

Sponsored

UBSI UNITED BANKSHARES INC WEST V8.3K shares-2.20%2026-06-302026-07-27

T AT&T INC18.3K shares-19.45%2026-06-302026-07-27

BRO BROWN & BROWN INC5.8K sharesnew addition2026-06-302026-07-27

WMB WILLIAMS COS INC4.9K shares20.59%2026-06-302026-07-27

FTEC FIDELITY COVINGTON TRUST1.3K shares-4.90%2026-06-302026-07-27

SERVICENOW INC SERVICENOW INC3.7K shares83.79%2026-06-302026-07-27

SCHR SCHWAB STRATEGIC TR14.7K shares-34.32%2026-06-302026-07-27

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.1K shares23.48%2026-06-302026-07-27

Sponsored

CHTR CHARTER COMMUNICATIONS INC2.5K sharesnew addition2026-06-302026-07-27

FTNT FORTINET INC2.3K shares-14.89%2026-06-302026-07-27

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.1K shares-10.46%2026-06-302026-07-27

GILD GILEAD SCIENCES INC2.8K shares-1.61%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS4.5K sharesnew addition2026-06-302026-07-27

BKNG BOOKING HOLDINGS INC2.0K shares2263.10%2026-06-302026-07-27

HWM HOWMET AEROSPACE INC1.3K shares19.31%2026-06-302026-07-27

USB US BANCORP5.8K shares43.08%2026-06-302026-07-27

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.2K shares-12.36%2026-06-302026-07-27

PSX PHILLIPS 662.1K shares34.64%2026-06-302026-07-27

XLC SELECT SECTOR SPDR TR3.3K shares22.58%2026-06-302026-07-27

TLT ISHARES TR4.0K shares10.63%2026-06-302026-07-27

AVDV AMERICAN CENTY ETF TR3.3K sharesnew addition2026-06-302026-07-27

ITW ILLINOIS TOOL WKS INC1.3K shares9.00%2026-06-302026-07-27

XLY SELECT SECTOR SPDR TR2.9K shares23.42%2026-06-302026-07-27

LNG CHENIERE ENERGY INC1.4K sharesnew addition2026-06-302026-07-27

Sponsored

ALL ALLSTATE CORP1.4K shares35.11%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST6.1K shares-3.22%2026-06-302026-07-27

EFA ISHARES TR3.2K shares-6.77%2026-06-302026-07-27

S&P GLOBAL INC S&P GLOBAL INC794 sharesnew addition2026-06-302026-07-27

CIBR FIRST TR EXCHANGE-TRADED FD3.6K sharesnew addition2026-06-302026-07-27

UBS UBS GROUP AG6.5K sharesnew addition2026-06-302026-07-27

PXF INVESCO EXCH TRADED FD TR II4.2K shares-7.14%2026-06-302026-07-27

TECL DIREXION SHARES ETF TRUST1.4K sharesnew addition2026-06-302026-07-27

Sponsored

DFEM DIMENSIONAL ETF TRUST7.7K sharesnew addition2026-06-302026-07-27

VONV VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2026-06-302026-07-27

ASTRAZENECA PLC ASTRAZENECA PLC1.6K shares14.90%2026-06-302026-07-27

VYMI VANGUARD WHITEHALL FDS3.1K shares-20.76%2026-06-302026-07-27

SPG SIMON PPTY GROUP INC NEW1.4K sharesnew addition2026-06-302026-07-27

AEP AMERICAN ELEC PWR CO INC2.2K shares23.88%2026-06-302026-07-27

RY ROYAL BK CDA1.5K sharesnew addition2026-06-302026-07-27

IBKR INTERACTIVE BROKERS GROUP IN3.5K shares8.69%2026-06-302026-07-27

Sponsored

SCHH SCHWAB STRATEGIC TR12.7K shares-25.95%2026-06-302026-07-27

FNDA SCHWAB STRATEGIC TR7.9K shares-14.19%2026-06-302026-07-27

EMB ISHARES TR3.1K shares-11.79%2026-06-302026-07-27

VLO VALERO ENERGY CORP1.1K shares12.54%2026-06-302026-07-27

MO ALTRIA GROUP INC4.2K shares-47.14%2026-06-302026-07-27

SMBS SCHWAB STRATEGIC TR11.7K sharesnew addition2026-06-302026-07-27

SCHP SCHWAB STRATEGIC TR11.2K shares-54.24%2026-06-302026-07-27

CGGO CAPITAL GROUP GBL GROWTH EQT7.0K sharesnew addition2026-06-302026-07-27

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET6.7K sharesnew addition2026-06-302026-07-27

3M CO 3M CO1.8K shares16.90%2026-06-302026-07-27

SHEL SHELL PLC3.8K shares46.94%2026-06-302026-07-27

IHDG WISDOMTREE TR5.6K sharesnew addition2026-06-302026-07-27

FDVV FIDELITY COVINGTON TRUST4.9K sharesnew addition2026-06-302026-07-27

IUSB ISHARES TR6.2K shares-0.51%2026-06-302026-07-27

MNST MONSTER BEVERAGE CORP NEW3.0K sharesnew addition2026-06-302026-07-27

EMR EMERSON ELEC CO2.0K sharesnew addition2026-06-302026-07-27

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T10.8K sharesnew addition2026-06-302026-07-27

SPYI NEOS ETF TRUST5.3K shares1.71%2026-06-302026-07-27

DUHP DIMENSIONAL ETF TRUST6.7K sharesnew addition2026-06-302026-07-27

FNDE SCHWAB STRATEGIC TR7.0K sharesnew addition2026-06-302026-07-27

JBL JABIL INC722 sharesnew addition2026-06-302026-07-27

ALAB ASTERA LABS INC565 sharesnew addition2026-06-302026-07-27

IJS ISHARES TR2.0K shares-0.95%2026-06-302026-07-27

FESM FIDELITY COVINGTON TRUST5.5K sharesnew addition2026-06-302026-07-27

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI7.2K sharesnew addition2026-06-302026-07-27

RF REGIONS FINANCIAL CORP NEW8.7K shares4.92%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS4.5K shares-62.12%2026-06-302026-07-27

SPTI SPDR SERIES TRUST9.2K shares14.81%2026-06-302026-07-27

DLR DIGITAL RLTY TR INC1.5K shares1.68%2026-06-302026-07-27

SCZ ISHARES TR3.2K sharesnew addition2026-06-302026-07-27

JPIN J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-06-302026-07-27

MSI MOTOROLA SOLUTIONS INC618 shares-16.60%2026-06-302026-07-27

Sponsored

SFY TIDAL TRUST I1.7K sharesnew addition2026-06-302026-07-27

JEF JEFFERIES FINANCIAL GROUP IN5.1K sharesnew addition2026-06-302026-07-27

DFCF DIMENSIONAL ETF TRUST6.0K shares-25.77%2026-06-302026-07-27

FENI FIDELITY COVINGTON TRUST6.3K shares5.21%2026-06-302026-07-27

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-07-27

KEYS KEYSIGHT TECHNOLOGIES INC714 sharesnew addition2026-06-302026-07-27

PHG KONINKLIJKE PHILIPS N V9.2K shares1.54%2026-06-302026-07-27

SN SHARKNINJA INC1.6K sharesnew addition2026-06-302026-07-27

Sponsored

MCO MOODYS CORP548 sharesnew addition2026-06-302026-07-27

SMLF ISHARES TR2.8K shares-14.93%2026-06-302026-07-27

SONY SONY GROUP CORP12.2K sharesnew addition2026-06-302026-07-27

PLNT PLANET FITNESS MASTER ISSUER4.7K sharesnew addition2026-06-302026-07-27

MOAT VANECK ETF TRUST2.3K shares1.56%2026-06-302026-07-27

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-07-27

ING ING GROEP N.V.7.8K sharesnew addition2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD3.0K shares-47.97%2026-06-302026-07-27

Sponsored

CLOUDFLARE INC CLOUDFLARE INC989 sharesnew addition2026-06-302026-07-27

FCCO FIRST CMNTY CORP S C7.4K sharesnew addition2026-06-302026-07-27

BHP BHP BILLITON LIMITED2.9K sharesnew addition2026-06-302026-07-27

ECL ECOLAB INC869 sharesnew addition2026-06-302026-07-27

FNDC SCHWAB STRATEGIC TR5.0K shares-1.62%2026-06-302026-07-27

MUFG MITSUBISHI UFJ FINANCIAL GRO12.0K sharesnew addition2026-06-302026-07-27

XYZ BLOCK INC3.1K sharesnew addition2026-06-302026-07-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares5.12%2026-06-302026-07-27

Sponsored

SOXL DIREXION SHARES ETF TRUST888 sharesnew addition2026-06-302026-07-27

VRTX VERTEX PHARMACEUTICALS INC476 shares-22.73%2026-06-302026-07-27

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.9K sharesnew addition2026-06-302026-07-27

GM GENERAL MTRS CO3.1K sharesnew addition2026-06-302026-07-27

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A510 shares11.11%2026-06-302026-07-27

RBRK RUBRIK INC.2.9K sharesnew addition2026-06-302026-07-27

SCHC SCHWAB STRATEGIC TR4.8K sharesnew addition2026-06-302026-07-27

FELC FIDELITY COVINGTON TRUST5.5K sharesnew addition2026-06-302026-07-27

Sponsored

RIO RIO TINTO PLC2.4K sharesnew addition2026-06-302026-07-27

FVD FIRST TR EXCHANGE-TRADED FD4.8K shares-4.92%2026-06-302026-07-27

ACWI ISHARES TR1.4K sharesnew addition2026-06-302026-07-27

DIHP DIMENSIONAL ETF TRUST6.6K sharesnew addition2026-06-302026-07-27

SAP SAP SE1.5K sharesnew addition2026-06-302026-07-27

IWS ISHARES TR1.4K sharesnew addition2026-06-302026-07-27

BCS BARCLAYS PLC8.4K sharesnew addition2026-06-302026-07-27

CGXU CAPITAL GROUP INTL FOCUS EQT6.5K sharesnew addition2026-06-302026-07-27

Sponsored

EA SERIES TRUST EA SERIES TRUST3.5K sharesnew addition2026-06-302026-07-27

DFAE DIMENSIONAL ETF TRUST5.6K shares-22.22%2026-06-302026-07-27

EXEL EXELIXIS INC4.1K sharesnew addition2026-06-302026-07-27

IGM ISHARES TR1.4K sharesnew addition2026-06-302026-07-27

CL COLGATE PALMOLIVE CO2.4K sharesnew addition2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS2.9K sharesnew addition2026-06-302026-07-27

SOXX ISHARES TR346 shares-46.36%2026-06-302026-07-27

FAST FASTENAL CO4.6K sharesnew addition2026-06-302026-07-27

Sponsored

SCCO SOUTHERN COPPER CORP1.3K shares7.67%2026-06-302026-07-27

NSC NORFOLK SOUTHN CORP695 sharesnew addition2026-06-302026-07-27

PRFZ INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2026-06-302026-07-27

LQD ISHARES TR2.0K shares-33.75%2026-06-302026-07-27

NVS NOVARTIS AG1.4K sharesnew addition2026-06-302026-07-27

IDEV ISHARES TR2.4K shares-34.30%2026-06-302026-07-27

SGOV ISHARES TR2.1K sharesnew addition2026-06-302026-07-27

BFAM BRIGHT HORIZONS FAM SOL IN D3.0K sharesnew addition2026-06-302026-07-27

Sponsored

HSBC HSBC HLDGS PLC2.2K sharesnew addition2026-06-302026-07-27

GD GENERAL DYNAMICS CORP598 shares-24.02%2026-06-302026-07-27

AXON AXON ENTERPRISE INC376 sharesnew addition2026-06-302026-07-27

SPYD SPDR SERIES TRUST4.4K shares-2.27%2026-06-302026-07-27

CRUS CIRRUS LOGIC INC1.4K shares-3.56%2026-06-302026-07-27

KMI KINDER MORGAN INC DEL6.5K shares-19.68%2026-06-302026-07-27

O REALTY INCOME CORP3.3K sharesnew addition2026-06-302026-07-27

LBRDK LIBERTY BROADBAND CORP6.2K sharesnew addition2026-06-302026-07-27

Sponsored

JXN JACKSON FINANCIAL INC2.0K shares0.00%2026-06-302026-07-27

BP BP PLC5.5K sharesnew addition2026-06-302026-07-27

IMTM ISHARES TR3.8K sharesnew addition2026-06-302026-07-27

CARG CARGURUS INC6.0K sharesnew addition2026-06-302026-07-27

DWX SPDR INDEX SHS FDS4.4K sharesnew addition2026-06-302026-07-27

LUMENTUM HLDGS INC LUMENTUM HLDGS INC235 sharesnew addition2026-06-302026-07-27

VEEV VEEVA SYS INC1.1K shares-13.28%2026-06-302026-07-27

BLV VANGUARD BD INDEX FDS2.9K sharesnew addition2026-06-302026-07-27

Sponsored

LYG LLOYDS BANKING GROUP PLC16.0K sharesnew addition2026-06-302026-07-27

UAA UNDER ARMOUR INC10.5K sharesnew addition2026-06-302026-07-27

MPW MEDICAL PROPERTIES TRUST INC10.3K shares-28.16%2026-06-302026-07-27

VEA

VANGUARD TAX-MANAGED FDS

11.17%

Shares15.5M

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

9.64%

Shares2.4M

Event2026-06-30

Filed2026-07-27

QUAL

ISHARES TR

11.27%

Shares3.3M

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

14.96%

Shares8.2M

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

7.93%

Shares1.7M

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

12.84%

Shares4.2M

Event2026-06-30

Filed2026-07-27

EMXC

ISHARES INC

0.60%

Shares2.2M

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

34.75%

Shares1.9M

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

14.96%

Shares2.3M

Event2026-06-30

Filed2026-07-27

SPMD

SPDR SERIES TRUST

2.02%

Shares2.6M

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

8.71%

Shares884.9K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

465.04%

Shares1.8M

Event2026-06-30

Filed2026-07-27

IEI

ISHARES TR

15.51%

Shares1.2M

Event2026-06-30

Filed2026-07-27

ISHARES TR

-2.38%

Shares1.4M

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

-1.83%

Shares2.6M

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

-2.92%

Shares763.1K

Event2026-06-30

Filed2026-07-27

CMF

ISHARES TR

10.71%

Shares1.8M

Event2026-06-30

Filed2026-07-27

JQUA

J P MORGAN EXCHANGE TRADED F

0.09%

Shares1.3M

Event2026-06-30

Filed2026-07-27

SPDW

SPDR INDEX SHS FDS

-3.20%

Shares1.3M

Event2026-06-30

Filed2026-07-27

SPYV

SPDR SERIES TRUST

-9.97%

Shares793.4K

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

-3.32%

Shares347.4K

Event2026-06-30

Filed2026-07-27

USMV

ISHARES TR

0.42%

Shares468.0K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

-2.70%

Shares1.3M

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

6.51%

Shares151.7K

Event2026-06-30

Filed2026-07-27

VGLT

VANGUARD SCOTTSDALE FDS

15.22%

Shares696.8K

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

-0.52%

Shares1.2M

Event2026-06-30

Filed2026-07-27

FLRN

SPDR SERIES TRUST

-1.75%

Shares1.2M

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

-0.69%

Shares601.8K

Event2026-06-30

Filed2026-07-27

TFLO

ISHARES TR

-1.89%

Shares686.5K

Event2026-06-30

Filed2026-07-27

IEMG

ISHARES INC

-1.89%

Shares385.2K

Event2026-06-30

Filed2026-07-27

NYF

ISHARES TR

9.21%

Shares571.0K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

33.47%

Shares40.7K

Event2026-06-30

Filed2026-07-27

EFAV

ISHARES TR

1.49%

Shares305.6K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

30.62%

Shares131.5K

Event2026-06-30

Filed2026-07-27

VSGX

VANGUARD WORLD FD

-0.69%

Shares313.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

194.79%

Shares260.8K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

522.82%

Shares222.1K

Event2026-06-30

Filed2026-07-27

SPEM

SPDR INDEX SHS FDS

-3.82%

Shares358.5K

Event2026-06-30

Filed2026-07-27

SPTM

SPDR SERIES TRUST

0.23%

Shares182.0K

Event2026-06-30

Filed2026-07-27

JAAA

JANUS DETROIT STR TR

74.18%

Shares294.1K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-1.01%

Shares142.4K

Event2026-06-30

Filed2026-07-27

ESGU

ISHARES TR

-7.11%

Shares84.3K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

13.29%

Shares35.1K

Event2026-06-30

Filed2026-07-27

EAGG

ISHARES TR

10.80%

Shares258.2K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

17.89%

Shares44.9K

Event2026-06-30

Filed2026-07-27

ISHARES TR

11.84%

Shares13.3K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

17.91%

Shares27.7K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

4.81%

Shares16.3K

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

0.41%

Shares321.9K

Event2026-06-30

Filed2026-07-27

SPAB

SPDR SERIES TRUST

-5.63%

Shares315.8K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

39.24%

Shares21.2K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

17.66%

Shares22.7K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

25.00%

Shares10.1K

Event2026-06-30

Filed2026-07-27

ESGD

ISHARES TR

-14.01%

Shares70.2K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

-3.32%

Shares52.5K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

3.81%

Shares78.2K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

40.41%

Shares67.3K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

9.43%

Shares12.7K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

29.80%

Shares4.4K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

31.93%

Shares13.7K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.46%

Shares8.2K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

2.22%

Shares5.5K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

48.01%

Shares3.2K

Event2026-06-30

Filed2026-07-27

IWN

ISHARES TR

-45.06%

Shares16.6K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

17.57%

Shares30.4K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

21.44%

Shares14.5K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

15.87%

Shares4.7K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

15.24%

Shares11.1K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

22.15%

Shares37.7K

Event2026-06-30

Filed2026-07-27

SUSC

ISHARES TR

10.35%

Shares133.6K

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

13.94%

Shares2.6K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

23.51%

Shares3.2K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

13.81%

Shares5.2K

Event2026-06-30

Filed2026-07-27

AVUS

AMERICAN CENTY ETF TR

-1.09%

Shares22.3K

Event2026-06-30

Filed2026-07-27

DFAC

DIMENSIONAL ETF TRUST

84.94%

Shares63.9K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

-2.02%

Shares11.2K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

44.67%

Shares94.7K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

30.15%

Shares20.3K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

14.21%

Shares10.6K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

68.56%

Shares7.4K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

-65.83%

Shares10.5K

Event2026-06-30

Filed2026-07-27

CISCO SYS INC

22.84%

Shares21.1K

Event2026-06-30

Filed2026-07-27

VISA INC

36.66%

Shares7.1K

Event2026-06-30

Filed2026-07-27

VXF

VANGUARD INDEX FDS

10.79%

Shares9.3K

Event2026-06-30

Filed2026-07-27

NETFLIX INC.

11.95%

Shares31.2K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

-1.20%

Shares7.2K

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

46.16%

Shares14.2K

Event2026-06-30

Filed2026-07-27

IWB

ISHARES TR

39.49%

Shares4.8K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

31.51%

Shares4.0K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

41.41%

Shares1.7K

Event2026-06-30

Filed2026-07-27

SCHA

SCHWAB STRATEGIC TR

12.61%

Shares47.1K

Event2026-06-30

Filed2026-07-27

ASML

ASML HLDG NV

51.06%

Shares852

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

24.38%

Shares29.3K

Event2026-06-30

Filed2026-07-27

LRCX

LAM RESEARCH CORP

46.45%

Shares3.7K

Event2026-06-30

Filed2026-07-27

RTX CORPORATION

34.07%

Shares8.5K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

288.54%

Shares12.7K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

17.15%

Shares12.1K

Event2026-06-30

Filed2026-07-27

GE AEROSPACE

-20.05%

Shares4.2K

Event2026-06-30

Filed2026-07-27

BNDX

VANGUARD CHARLOTTE FDS

67.94%

Shares30.9K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

5.56%

Shares10.8K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

-12.46%

Shares1.2K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

4.98%

Shares2.8K

Event2026-06-30

Filed2026-07-27

MORGAN STANLEY

33.95%

Shares6.8K

Event2026-06-30

Filed2026-07-27

VOOG

VANGUARD ADMIRAL FDS INC

2140.00%

Shares16.8K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

-18.98%

Shares42.9K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

5.90%

Shares7.0K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

798.50%

Shares10.8K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

-5.04%

Shares4.2K

Event2026-06-30

Filed2026-07-27

EFG

ISHARES TR

-0.54%

Shares10.0K

Event2026-06-30

Filed2026-07-27

COCA COLA CO

24.18%

Shares15.3K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

31.71%

Shares9.8K

Event2026-06-30

Filed2026-07-27

UNITEDHEALTH GROUP INC

35.64%

Shares2.9K

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

25.91%

Shares3.5K

Event2026-06-30

Filed2026-07-27

KLAC

KLA CORP

1458.73%

Shares3.9K

Event2026-06-30

Filed2026-07-27

ETN

EATON CORP PLC

52.76%

Shares2.8K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

27.32%

Shares1.8K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

6.56%

Shares7.1K

Event2026-06-30

Filed2026-07-27

CITIGROUP INC

34.25%

Shares8.3K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

80.20%

Shares7.9K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

75.45%

Shares3.8K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

126.28%

Shares9.5K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

43.13%

Shares14.5K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

-70.76%

Shares10.2K

Event2026-06-30

Filed2026-07-27

PANW

PALO ALTO NETWORKS INC

2.94%

Shares3.1K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

40.85%

Shares6.7K

Event2026-06-30

Filed2026-07-27

RDDT

REDDIT INC

New

Shares6.1K

Event2026-06-30

Filed2026-07-27

TFI

SPDR SERIES TRUST

17.66%

Shares22.2K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

18.09%

Shares6.7K

Event2026-06-30

Filed2026-07-27

FNDX

SCHWAB STRATEGIC TR

-11.29%

Shares31.8K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

13.70%

Shares11.2K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

39.72%

Shares6.5K

Event2026-06-30

Filed2026-07-27

APH

AMPHENOL CORP

31.05%

Shares5.4K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

34.04%

Shares5.2K

Event2026-06-30

Filed2026-07-27

SHOP

SHOPIFY INC

-4.79%

Shares8.2K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

7.42%

Shares4.0K

Event2026-06-30

Filed2026-07-27

DELL

DELL TECHNOLOGIES INC

-14.53%

Shares2.1K

Event2026-06-30

Filed2026-07-27

PALANTIR TECHNOLOGIES INC

-0.67%

Shares7.7K

Event2026-06-30

Filed2026-07-27

PSN

PARSONS CORP DEL

-0.01%

Shares17.1K

Event2026-06-30

Filed2026-07-27

VHT

VANGUARD WORLD FD

-2.86%

Shares3.0K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

-32.32%

Shares9.2K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

208.20%

Shares9.2K

Event2026-06-30

Filed2026-07-27

IWV

ISHARES TR

8.13%

Shares2.0K

Event2026-06-30

Filed2026-07-27

MRVL

MARVELL TECHNOLOGY INC

22.88%

Shares2.9K

Event2026-06-30

Filed2026-07-27

BOEING CO

31.78%

Shares3.9K

Event2026-06-30

Filed2026-07-27

GLW

CORNING INC

67.42%

Shares3.3K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

5.91%

Shares2.2K

Event2026-06-30

Filed2026-07-27

CHUBB LIMITED

98.89%

Shares2.3K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

-8.11%

Shares22.4K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

2.92%

Shares9.9K

Event2026-06-30

Filed2026-07-27

SYY

SYSCO CORP

-16.95%

Shares9.1K

Event2026-06-30

Filed2026-07-27

VSS

VANGUARD INTL EQUITY INDEX F

-1.99%

Shares4.9K

Event2026-06-30

Filed2026-07-27

ESGE

ISHARES INC

15.03%

Shares13.9K

Event2026-06-30

Filed2026-07-27

IAU

ISHARES GOLD TR

27.20%

Shares10.0K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-27

TJX

TJX COS INC NEW

39.83%

Shares4.8K

Event2026-06-30

Filed2026-07-27

SUSA

ISHARES TR

-1.03%

Shares4.7K

Event2026-06-30

Filed2026-07-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

70.48%

Shares14.6K

Event2026-06-30

Filed2026-07-27

SPYX

SPDR SERIES TRUST

7.29%

Shares11.8K

Event2026-06-30

Filed2026-07-27

WFC

WELLS FARGO & CO

10.59%

Shares8.7K

Event2026-06-30

Filed2026-07-27

EFV

ISHARES TR

9.18%

Shares9.4K

Event2026-06-30

Filed2026-07-27

SCHE

SCHWAB STRATEGIC TR

39.64%

Shares19.7K

Event2026-06-30

Filed2026-07-27

CEG

CONSTELLATION ENERGY CORP

-5.66%

Shares2.8K

Event2026-06-30

Filed2026-07-27

SCHI

SCHWAB STRATEGIC TR

87.77%

Shares30.7K

Event2026-06-30

Filed2026-07-27

KVUE

KENVUE INC

22.29%

Shares36.2K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

87.77%

Shares2.0K

Event2026-06-30

Filed2026-07-27

DFIC

DIMENSIONAL ETF TRUST

69.61%

Shares18.5K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

21.05%

Shares2.5K

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

66.97%

Shares8.9K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

2.35%

Shares2.5K

Event2026-06-30

Filed2026-07-27

DIS

DISNEY WALT CO

40.99%

Shares7.0K

Event2026-06-30

Filed2026-07-27

WELL

WELLTOWER INC

38.81%

Shares2.9K

Event2026-06-30

Filed2026-07-27

IWR

ISHARES TR

-3.10%

Shares6.0K

Event2026-06-30

Filed2026-07-27

LIN

LINDE PLC

113.74%

Shares1.3K

Event2026-06-30

Filed2026-07-27

DIA

STATE STR SPDR DOW JONES IND

-0.64%

Shares1.2K

Event2026-06-30

Filed2026-07-27

IWD

ISHARES TR

39.49%

Shares2.6K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

47.04%

Shares1.2K

Event2026-06-30

Filed2026-07-27

JOHNSON CONTROLS INTERNATION

38.35%

Shares4.3K

Event2026-06-30

Filed2026-07-27

FNDF

SCHWAB STRATEGIC TR

1.80%

Shares11.8K

Event2026-06-30

Filed2026-07-27

IUSV

ISHARES TR

New

Shares5.6K

Event2026-06-30

Filed2026-07-27

DFAU

DIMENSIONAL ETF TRUST

5.16%

Shares11.9K

Event2026-06-30

Filed2026-07-27

ANET

ARISTA NETWORKS INC

23.33%

Shares3.6K

Event2026-06-30

Filed2026-07-27

DFAX

DIMENSIONAL ETF TRUST

3.77%

Shares16.6K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

15.48%

Shares2.9K

Event2026-06-30

Filed2026-07-27

WDC

WESTERN DIGITAL CORP

28.15%

Shares956

Event2026-06-30

Filed2026-07-27

DAL

DELTA AIR LINES INC

0.85%

Shares6.5K

Event2026-06-30

Filed2026-07-27

FREEPORT MCMORAN INC

41.92%

Shares9.6K

Event2026-06-30

Filed2026-07-27

VOE

VANGUARD INDEX FDS

-18.21%

Shares3.0K

Event2026-06-30

Filed2026-07-27

COP

CONOCOPHILLIPS

-5.39%

Shares5.7K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

40.37%

Shares2.0K

Event2026-06-30

Filed2026-07-27

VGK

VANGUARD INTL EQUITY INDEX F

10.87%

Shares6.6K

Event2026-06-30

Filed2026-07-27

CROWDSTRIKE HLDGS INC

12.87%

Shares763

Event2026-06-30

Filed2026-07-27

ONEQ

FIDELITY COMWLTH TR

1.41%

Shares5.6K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

14.31%

Shares3.1K

Event2026-06-30

Filed2026-07-27

CMI

CUMMINS INC

35.56%

Shares793

Event2026-06-30

Filed2026-07-27

ADI

ANALOG DEVICES INC

24.58%

Shares1.4K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

57.06%

Shares3.5K

Event2026-06-30

Filed2026-07-27

DEERE & CO

54.75%

Shares879

Event2026-06-30

Filed2026-07-27

IYW

ISHARES TR

-8.19%

Shares2.2K

Event2026-06-30

Filed2026-07-27

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares11.8K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

-8.55%

Shares1.6K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

6.75%

Shares569

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

3.93%

Shares4.0K

Event2026-06-30

Filed2026-07-27

EEM

ISHARES TR

8.24%

Shares7.8K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

33.55%

Shares5.5K

Event2026-06-30

Filed2026-07-27

TMO

THERMO FISHER SCIENTIFIC INC

27.46%

Shares1.0K

Event2026-06-30

Filed2026-07-27

SNDK

SANDISK CORP

New

Shares230

Event2026-06-30

Filed2026-07-27

PVAL

PUTNAM ETF TRUST

New

Shares10.2K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

111.20%

Shares5.4K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

41.40%

Shares2.1K

Event2026-06-30

Filed2026-07-27

LOW

LOWES COS INC

-38.80%

Shares2.3K

Event2026-06-30

Filed2026-07-27

MANH

MANHATTAN ASSOCIATES INC

-11.10%

Shares3.6K

Event2026-06-30

Filed2026-07-27

MPC

MARATHON PETE CORP

9.34%

Shares1.9K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

New

Shares8.5K

Event2026-06-30

Filed2026-07-27

SNPS

SYNOPSYS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

BLACKSTONE INC

42.08%

Shares4.1K

Event2026-06-30

Filed2026-07-27

MCK

MCKESSON CORP

32.30%

Shares639

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

25.47%

Shares4.7K

Event2026-06-30

Filed2026-07-27

PGR

PROGRESSIVE CORP

60.63%

Shares2.2K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

29.81%

Shares8.3K

Event2026-06-30

Filed2026-07-27

VOOV

VANGUARD ADMIRAL FDS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

COF

CAPITAL ONE FINL CORP

55.33%

Shares2.4K

Event2026-06-30

Filed2026-07-27

TDY

TELEDYNE TECHNOLOGIES INC

6.73%

Shares714

Event2026-06-30

Filed2026-07-27

XLI

SELECT SECTOR SPDR TR

28.95%

Shares2.6K

Event2026-06-30

Filed2026-07-27

XLV

SELECT SECTOR SPDR TR

28.32%

Shares3.0K

Event2026-06-30

Filed2026-07-27

IEF

ISHARES TR

111.50%

Shares5.0K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

-28.33%

Shares5.0K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

62.56%

Shares2.1K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

81.18%

Shares9.7K

Event2026-06-30

Filed2026-07-27

UBER

UBER TECHNOLOGIES INC

7.60%

Shares6.3K

Event2026-06-30

Filed2026-07-27

TRANE TECHNOLOGIES PLC

55.07%

Shares918

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

6.72%

Shares10.6K

Event2026-06-30

Filed2026-07-27

SCHW

SCHWAB CHARLES CORP

-6.14%

Shares4.9K

Event2026-06-30

Filed2026-07-27

THE CIGNA GROUP

17.62%

Shares1.6K

Event2026-06-30

Filed2026-07-27

ELV

ELEVANCE HEALTH INC FORMERLY

35.17%

Shares1.1K

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

33.42%

Shares7.9K

Event2026-06-30

Filed2026-07-27

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

10.16%

Shares1.7K

Event2026-06-30

Filed2026-07-27

DFSD

DIMENSIONAL ETF TRUST

-8.48%

Shares9.1K

Event2026-06-30

Filed2026-07-27

DYNF

BLACKROCK ETF TRUST

-5.03%

Shares6.4K

Event2026-06-30

Filed2026-07-27

XLF

SELECT SECTOR SPDR TR

72.21%

Shares8.1K

Event2026-06-30

Filed2026-07-27

ISRG

INTUITIVE SURGICAL INC

-17.57%

Shares1.1K

Event2026-06-30

Filed2026-07-27

MAR

MARRIOTT INTL INC NEW

-13.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

CVS

CVS HEALTH CORP

5.30%

Shares4.1K

Event2026-06-30

Filed2026-07-27

VBK

VANGUARD INDEX FDS

58.87%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VRT

VERTIV HOLDINGS CO

29.70%

Shares1.2K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

10.43%

Shares4.6K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

31.67%

Shares3.3K

Event2026-06-30

Filed2026-07-27

GSLC

GOLDMAN SACHS ETF TR

-3.08%

Shares2.9K

Event2026-06-30

Filed2026-07-27

PFE

PFIZER INC

13.32%

Shares16.9K

Event2026-06-30

Filed2026-07-27

DLN

WISDOMTREE TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-27

CRM

SALESFORCE INC

-1.88%

Shares2.6K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-16.41%

Shares1.1K

Event2026-06-30

Filed2026-07-27

PLD

PROLOGIS INC.

44.22%

Shares2.9K

Event2026-06-30

Filed2026-07-27

NEM

NEWMONT CORP

-15.25%

Shares4.2K

Event2026-06-30

Filed2026-07-27

AVDE

AMERICAN CENTY ETF TR

21.39%

Shares4.4K

Event2026-06-30

Filed2026-07-27

ADP

AUTOMATIC DATA PROCESSING IN

15.62%

Shares1.7K

Event2026-06-30

Filed2026-07-27

INTU

INTUIT

135.91%

Shares1.5K

Event2026-06-30

Filed2026-07-27

PARKER-HANNIFIN CORP

0.76%

Shares397

Event2026-06-30

Filed2026-07-27

DFAI

DIMENSIONAL ETF TRUST

-16.77%

Shares9.4K

Event2026-06-30

Filed2026-07-27

BSX

BOSTON SCIENTIFIC CORP

New

Shares9.0K

Event2026-06-30

Filed2026-07-27

APPLOVIN CORP

New

Shares745

Event2026-06-30

Filed2026-07-27

BANK OF NY MELLON CORP

56.02%

Shares2.6K

Event2026-06-30

Filed2026-07-27

GRID

FIRST TR EXCHANGE-TRADED FD

-8.36%

Shares2.0K

Event2026-06-30

Filed2026-07-27

TFC

TRUIST FINL CORP

3.63%

Shares7.6K

Event2026-06-30

Filed2026-07-27

UBSI

UNITED BANKSHARES INC WEST V

-2.20%

Shares8.3K

Event2026-06-30

Filed2026-07-27

AT&T INC

-19.45%

Shares18.3K

Event2026-06-30

Filed2026-07-27

BRO

BROWN & BROWN INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-27

WMB

WILLIAMS COS INC

20.59%

Shares4.9K

Event2026-06-30

Filed2026-07-27

FTEC

FIDELITY COVINGTON TRUST

-4.90%

Shares1.3K

Event2026-06-30

Filed2026-07-27

SERVICENOW INC

83.79%

Shares3.7K

Event2026-06-30

Filed2026-07-27

SCHR

SCHWAB STRATEGIC TR

-34.32%

Shares14.7K

Event2026-06-30

Filed2026-07-27

TRAVELERS COMPANIES INC

23.48%

Shares1.1K

Event2026-06-30

Filed2026-07-27

CHTR

CHARTER COMMUNICATIONS INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-27

FTNT

FORTINET INC

-14.89%

Shares2.3K

Event2026-06-30

Filed2026-07-27

ROYAL CARIBBEAN GROUP

-10.46%

Shares1.1K

Event2026-06-30

Filed2026-07-27

GILD

GILEAD SCIENCES INC

-1.61%

Shares2.8K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares4.5K

Event2026-06-30

Filed2026-07-27

BKNG

BOOKING HOLDINGS INC

2263.10%

Shares2.0K

Event2026-06-30

Filed2026-07-27

HWM

HOWMET AEROSPACE INC

19.31%

Shares1.3K

Event2026-06-30

Filed2026-07-27

USB

US BANCORP

43.08%

Shares5.8K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

-12.36%

Shares2.2K

Event2026-06-30

Filed2026-07-27

PSX

PHILLIPS 66

34.64%

Shares2.1K

Event2026-06-30

Filed2026-07-27

XLC

SELECT SECTOR SPDR TR

22.58%

Shares3.3K

Event2026-06-30

Filed2026-07-27

TLT

ISHARES TR

10.63%

Shares4.0K

Event2026-06-30

Filed2026-07-27

AVDV

AMERICAN CENTY ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

ITW

ILLINOIS TOOL WKS INC

9.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

XLY

SELECT SECTOR SPDR TR

23.42%

Shares2.9K

Event2026-06-30

Filed2026-07-27

LNG

CHENIERE ENERGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

ALL

ALLSTATE CORP

35.11%

Shares1.4K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

-3.22%

Shares6.1K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

-6.77%

Shares3.2K

Event2026-06-30

Filed2026-07-27

S&P GLOBAL INC

New

Shares794

Event2026-06-30

Filed2026-07-27

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.6K

Event2026-06-30

Filed2026-07-27

UBS

UBS GROUP AG

New

Shares6.5K

Event2026-06-30

Filed2026-07-27

PXF

INVESCO EXCH TRADED FD TR II

-7.14%

Shares4.2K

Event2026-06-30

Filed2026-07-27

TECL

DIREXION SHARES ETF TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

New

Shares7.7K

Event2026-06-30

Filed2026-07-27

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

ASTRAZENECA PLC

14.90%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VYMI

VANGUARD WHITEHALL FDS

-20.76%

Shares3.1K

Event2026-06-30

Filed2026-07-27

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

AEP

AMERICAN ELEC PWR CO INC

23.88%

Shares2.2K

Event2026-06-30

Filed2026-07-27

ROYAL BK CDA

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

IBKR

INTERACTIVE BROKERS GROUP IN

8.69%

Shares3.5K

Event2026-06-30

Filed2026-07-27

SCHH

SCHWAB STRATEGIC TR

-25.95%

Shares12.7K

Event2026-06-30

Filed2026-07-27

FNDA

SCHWAB STRATEGIC TR

-14.19%

Shares7.9K

Event2026-06-30

Filed2026-07-27

EMB

ISHARES TR

-11.79%

Shares3.1K

Event2026-06-30

Filed2026-07-27

VLO

VALERO ENERGY CORP

12.54%

Shares1.1K

Event2026-06-30

Filed2026-07-27

ALTRIA GROUP INC

-47.14%

Shares4.2K

Event2026-06-30

Filed2026-07-27

SMBS

SCHWAB STRATEGIC TR

New

Shares11.7K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

-54.24%

Shares11.2K

Event2026-06-30

Filed2026-07-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares7.0K

Event2026-06-30

Filed2026-07-27

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares6.7K

Event2026-06-30

Filed2026-07-27

3M CO

16.90%

Shares1.8K

Event2026-06-30

Filed2026-07-27

SHEL

SHELL PLC

46.94%

Shares3.8K

Event2026-06-30

Filed2026-07-27

IHDG

WISDOMTREE TR

New

Shares5.6K

Event2026-06-30

Filed2026-07-27

FDVV

FIDELITY COVINGTON TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-07-27

IUSB

ISHARES TR

-0.51%

Shares6.2K

Event2026-06-30

Filed2026-07-27

MNST

MONSTER BEVERAGE CORP NEW

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

CGCB

CAPITAL GRP FIXED INCM ETF T

New

Shares10.8K

Event2026-06-30

Filed2026-07-27

SPYI

NEOS ETF TRUST

1.71%

Shares5.3K

Event2026-06-30

Filed2026-07-27

DUHP

DIMENSIONAL ETF TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-27

FNDE

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-27

JBL

JABIL INC

New

Shares722

Event2026-06-30

Filed2026-07-27

ALAB

ASTERA LABS INC

New

Shares565

Event2026-06-30

Filed2026-07-27

IJS

ISHARES TR

-0.95%

Shares2.0K

Event2026-06-30

Filed2026-07-27

FESM

FIDELITY COVINGTON TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-27

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares7.2K

Event2026-06-30

Filed2026-07-27

REGIONS FINANCIAL CORP NEW

4.92%

Shares8.7K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

-62.12%

Shares4.5K

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

14.81%

Shares9.2K

Event2026-06-30

Filed2026-07-27

DLR

DIGITAL RLTY TR INC

1.68%

Shares1.5K

Event2026-06-30

Filed2026-07-27

SCZ

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-27

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-27

MSI

MOTOROLA SOLUTIONS INC

-16.60%

Shares618

Event2026-06-30

Filed2026-07-27

SFY

TIDAL TRUST I

New

Shares1.7K

Event2026-06-30

Filed2026-07-27

JEF

JEFFERIES FINANCIAL GROUP IN

New

Shares5.1K

Event2026-06-30

Filed2026-07-27

DFCF

DIMENSIONAL ETF TRUST

-25.77%

Shares6.0K

Event2026-06-30

Filed2026-07-27

FENI

FIDELITY COVINGTON TRUST

5.21%

Shares6.3K

Event2026-06-30

Filed2026-07-27

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares714

Event2026-06-30

Filed2026-07-27

PHG

KONINKLIJKE PHILIPS N V

1.54%

Shares9.2K

Event2026-06-30

Filed2026-07-27

SHARKNINJA INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-27

MCO

MOODYS CORP

New

Shares548

Event2026-06-30

Filed2026-07-27

SMLF

ISHARES TR

-14.93%

Shares2.8K

Event2026-06-30

Filed2026-07-27

SONY

SONY GROUP CORP

New

Shares12.2K

Event2026-06-30

Filed2026-07-27

PLNT

PLANET FITNESS MASTER ISSUER

New

Shares4.7K

Event2026-06-30

Filed2026-07-27

MOAT

VANECK ETF TRUST

1.56%

Shares2.3K

Event2026-06-30

Filed2026-07-27

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

ING

ING GROEP N.V.

New

Shares7.8K

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

-47.97%

Shares3.0K

Event2026-06-30

Filed2026-07-27

CLOUDFLARE INC

New

Shares989

Event2026-06-30

Filed2026-07-27

FCCO

FIRST CMNTY CORP S C

New

Shares7.4K

Event2026-06-30

Filed2026-07-27

BHP

BHP BILLITON LIMITED

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

ECL

ECOLAB INC

New

Shares869

Event2026-06-30

Filed2026-07-27

FNDC

SCHWAB STRATEGIC TR

-1.62%

Shares5.0K

Event2026-06-30

Filed2026-07-27

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares12.0K

Event2026-06-30

Filed2026-07-27

XYZ

BLOCK INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

ACCENTURE PLC IRELAND

5.12%

Shares1.9K

Event2026-06-30

Filed2026-07-27

SOXL

DIREXION SHARES ETF TRUST

New

Shares888

Event2026-06-30

Filed2026-07-27

VRTX

VERTEX PHARMACEUTICALS INC

-22.73%

Shares476

Event2026-06-30

Filed2026-07-27

VANGUARD SCOTTSDALE FDS

New

Shares1.9K

Event2026-06-30

Filed2026-07-27

GENERAL MTRS CO

New

Shares3.1K

Event2026-06-30

Filed2026-07-27

SPOTIFY TECHNOLOGY S A

11.11%

Shares510

Event2026-06-30

Filed2026-07-27

RBRK

RUBRIK INC.

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

SCHC

SCHWAB STRATEGIC TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-27

FELC

FIDELITY COVINGTON TRUST

New

Shares5.5K

Event2026-06-30

Filed2026-07-27

RIO

RIO TINTO PLC

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

FVD

FIRST TR EXCHANGE-TRADED FD

-4.92%

Shares4.8K

Event2026-06-30

Filed2026-07-27

ACWI

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

DIHP

DIMENSIONAL ETF TRUST

New

Shares6.6K

Event2026-06-30

Filed2026-07-27

SAP

SAP SE

New

Shares1.5K

Event2026-06-30

Filed2026-07-27

IWS

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

BCS

BARCLAYS PLC

New

Shares8.4K

Event2026-06-30

Filed2026-07-27

CGXU

CAPITAL GROUP INTL FOCUS EQT

New

Shares6.5K

Event2026-06-30

Filed2026-07-27

EA SERIES TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

-22.22%

Shares5.6K

Event2026-06-30

Filed2026-07-27

EXEL

EXELIXIS INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-27

IGM

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

COLGATE PALMOLIVE CO

New

Shares2.4K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

SOXX

ISHARES TR

-46.36%

Shares346

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO

New

Shares4.6K

Event2026-06-30

Filed2026-07-27

SCCO

SOUTHERN COPPER CORP

7.67%

Shares1.3K

Event2026-06-30

Filed2026-07-27

NSC

NORFOLK SOUTHN CORP

New

Shares695

Event2026-06-30

Filed2026-07-27

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares3.9K

Event2026-06-30

Filed2026-07-27

LQD

ISHARES TR

-33.75%

Shares2.0K

Event2026-06-30

Filed2026-07-27

NVS

NOVARTIS AG

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

IDEV

ISHARES TR

-34.30%

Shares2.4K

Event2026-06-30

Filed2026-07-27

SGOV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-27

BFAM

BRIGHT HORIZONS FAM SOL IN D

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

HSBC

HSBC HLDGS PLC

New

Shares2.2K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

-24.02%

Shares598

Event2026-06-30

Filed2026-07-27

AXON

AXON ENTERPRISE INC

New

Shares376

Event2026-06-30

Filed2026-07-27

SPYD

SPDR SERIES TRUST

-2.27%

Shares4.4K

Event2026-06-30

Filed2026-07-27

CRUS

CIRRUS LOGIC INC

-3.56%

Shares1.4K

Event2026-06-30

Filed2026-07-27

KMI

KINDER MORGAN INC DEL

-19.68%

Shares6.5K

Event2026-06-30

Filed2026-07-27

REALTY INCOME CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-27

LBRDK

LIBERTY BROADBAND CORP

New

Shares6.2K

Event2026-06-30

Filed2026-07-27

JXN

JACKSON FINANCIAL INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

BP PLC

New

Shares5.5K

Event2026-06-30

Filed2026-07-27

IMTM

ISHARES TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-27

CARG

CARGURUS INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-27

DWX

SPDR INDEX SHS FDS

New

Shares4.4K

Event2026-06-30

Filed2026-07-27

LUMENTUM HLDGS INC

New

Shares235

Event2026-06-30

Filed2026-07-27

VEEV

VEEVA SYS INC

-13.28%

Shares1.1K

Event2026-06-30

Filed2026-07-27

BLV

VANGUARD BD INDEX FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-27

LYG

LLOYDS BANKING GROUP PLC

New

Shares16.0K

Event2026-06-30

Filed2026-07-27

UAA

UNDER ARMOUR INC

New

Shares10.5K

Event2026-06-30

Filed2026-07-27

MPW

MEDICAL PROPERTIES TRUST INC

-28.16%

Shares10.3K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available