Sponsored

The Analysis of Pillar Financial Advisors, LLC's Holdings & P&L

Currently, Pillar Financial Advisors, LLC holds 114 types of securities in its portfolio with a total value $191.2M. In the most recent quarter, they have increased their positions in MGK (+34.5K shares, valued at $3.0M), DUSB (+46.2K shares, valued at $2.3M), DFLV (+21.4K shares, valued at $848.1K); decreased their positions in VTES (-12.8K shares, valued at $1.3M), VTV (-478 shares, valued at $104.2K), VBIL (-1.2K shares, valued at $94.5K); initiated new positions in O (+1.0K shares, valued at $62.0K), CCJ (+500 shares, valued at $50.9K), SPHQ (+23 shares, valued at $2.0K).

1M P&L

-2.3M-1.18%

3M P&L

-729.0K-0.38%

HY P&L

-14.9M-7.31%

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/A189.2M

99.4%

2Banks - Regional492.4K

0.3%

3Utilities - Regulated Electric151.5K

0.1%

Top Industries by Stock Count

1N/A83 stocks

76.9%

2Banks - Regional4 stocks

3.7%

3Utilities - Regulated Electric2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAS DIMENSIONAL ETF TRUST289.8K shares-0.01%2026-06-302026-07-24

DFUS DIMENSIONAL ETF TRUST277.5K shares2.03%2026-06-302026-07-24

DFIC DIMENSIONAL ETF TRUST551.8K shares1.80%2026-06-302026-07-24

DUSB DIMENSIONAL ETF TRUST386.4K shares13.56%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST332.4K shares-0.30%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST321.0K shares7.16%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST148.3K shares-0.07%2026-06-302026-07-24

DFAR DIMENSIONAL ETF TRUST362.2K shares2.57%2026-06-302026-07-24

Sponsored

DFSV DIMENSIONAL ETF TRUST193.5K shares4.52%2026-06-302026-07-24

DFEM DIMENSIONAL ETF TRUST132.8K shares0.61%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST73.8K shares-0.02%2026-06-302026-07-24

MGK VANGUARD WORLD FD43.8K shares373.13%2026-06-302026-07-24

VUSB VANGUARD BD INDEX FDS70.4K shares-0.24%2026-06-302026-07-24

VTV VANGUARD INDEX FDS15.6K shares-2.98%2026-06-302026-07-24

VBK VANGUARD INDEX FDS8.8K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS13.1K shares-0.74%2026-06-302026-07-24

Sponsored

DFSD DIMENSIONAL ETF TRUST37.8K shares-0.25%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS23.1K shares0.03%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS17.0K shares0.10%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST28.2K shares-2.39%2026-06-302026-07-24

VTES VANGUARD WELLINGTON FD9.3K shares-57.95%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F15.7K shares-2.57%2026-06-302026-07-24

VUG VANGUARD INDEX FDS9.4K shares442.98%2026-06-302026-07-24

IWF ISHARES TR5.2K shares300.00%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS915 shares-1.61%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS7.4K shares-2.27%2026-06-302026-07-24

MGV VANGUARD WORLD FD3.5K shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS10.9K shares0.00%2026-06-302026-07-24

GNMA ISHARES TR11.2K shares0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-24

VB VANGUARD INDEX FDS1.6K shares0.06%2026-06-302026-07-24

Sponsored

IAU ISHARES GOLD TR5.7K shares0.00%2026-06-302026-07-24

DFAW DIMENSIONAL ETF TRUST5.1K shares8.36%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS4.9K shares0.41%2026-06-302026-07-24

RBCAA REPUBLIC BANCORP INC KY3.9K shares0.00%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST7.4K shares-1.03%2026-06-302026-07-24

IWD ISHARES TR1.3K shares-2.99%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST7.5K shares-5.47%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD3.2K shares-28.09%2026-06-302026-07-24

Sponsored

VSS VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-06-302026-07-24

IJH ISHARES TR2.3K shares0.00%2026-06-302026-07-24

IWM ISHARES TR543 shares0.00%2026-06-302026-07-24

ABBVIE INC ABBVIE INC600 shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS1.7K shares0.00%2026-06-302026-07-24

DISV DIMENSIONAL ETF TRUST3.7K shares0.00%2026-06-302026-07-24

DFAU DIMENSIONAL ETF TRUST2.8K shares-1.64%2026-06-302026-07-24

DFIS DIMENSIONAL ETF TRUST3.9K shares0.00%2026-06-302026-07-24

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-06-302026-07-24

VV VANGUARD INDEX FDS353 shares0.00%2026-06-302026-07-24

SYBT STOCK YDS BANCORP INC1.6K shares0.00%2026-06-302026-07-24

AEE AMEREN CORP1.0K shares0.00%2026-06-302026-07-24

IOO ISHARES TR845 shares0.00%2026-06-302026-07-24

WPC WP CAREY INC1.5K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR1.1K shares0.00%2026-06-302026-07-24

IVE ISHARES TR450 shares0.00%2026-06-302026-07-24

Sponsored

AAPL APPLE INC322 shares0.00%2026-06-302026-07-24

FTC FIRST TR EXCHANGE-TRADED ALP435 shares0.00%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS805 shares0.00%2026-06-302026-07-24

O REALTY INCOME CORP1.0K sharesnew addition2026-06-302026-07-24

CVS CVS HEALTH CORP500 shares0.00%2026-06-302026-07-24

CCJ CAMECO CORP500 sharesnew addition2026-06-302026-07-24

EEM ISHARES TR673 shares0.00%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL1.4K shares0.00%2026-06-302026-07-24

Sponsored

DFAX DIMENSIONAL ETF TRUST1.1K shares0.53%2026-06-302026-07-24

DOMINION ENERGY INC DOMINION ENERGY INC600 shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS508 shares300.00%2026-06-302026-07-24

PCG PG&E CORP2.0K shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR1.2K shares0.00%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC55 shares0.00%2026-06-302026-07-24

FTEC FIDELITY COVINGTON TRUST89 shares0.00%2026-06-302026-07-24

DEHP DIMENSIONAL ETF TRUST576 shares-18.30%2026-06-302026-07-24

Sponsored

DLTR DOLLAR TREE INC203 shares0.00%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR562 shares0.00%2026-06-302026-07-24

BUSE FIRST BUSEY CORP474 shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR441 shares0.00%2026-06-302026-07-24

FHLC FIDELITY COVINGTON TRUST128 shares0.00%2026-06-302026-07-24

DFSU DIMENSIONAL ETF TRUST204 shares0.00%2026-06-302026-07-24

VXF VANGUARD INDEX FDS36 shares0.00%2026-06-302026-07-24

SCHH SCHWAB STRATEGIC TR365 shares0.00%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR87 shares0.00%2026-06-302026-07-24

SHM SPDR SERIES TRUST166 shares0.00%2026-06-302026-07-24

AEGON LTD AEGON LTD930 shares0.00%2026-06-302026-07-24

MET METLIFE INC83 shares0.00%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F44 shares0.00%2026-06-302026-07-24

FCOM FIDELITY COVINGTON TRUST97 shares0.00%2026-06-302026-07-24

ABNB AIRBNB INC35 shares0.00%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR111 shares0.00%2026-06-302026-07-24

Sponsored

FNCL FIDELITY COVINGTON TRUST51 shares0.00%2026-06-302026-07-24

MUB ISHARES TR33 shares0.00%2026-06-302026-07-24

KSS KOHLS CORP200 shares0.00%2026-06-302026-07-24

FDIS FIDELITY COVINGTON TRUST34 shares0.00%2026-06-302026-07-24

VNQI VANGUARD INTL EQUITY INDEX F73 shares0.00%2026-06-302026-07-24

FSTA FIDELITY COVINGTON TRUST57 shares0.00%2026-06-302026-07-24

DBX DROPBOX INC100 shares0.00%2026-06-302026-07-24

EFV ISHARES TR35 shares0.00%2026-06-302026-07-24

Sponsored

SCHC SCHWAB STRATEGIC TR50 shares0.00%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T23 sharesnew addition2026-06-302026-07-24

FENY FIDELITY COVINGTON TRUST50 shares0.00%2026-06-302026-07-24

ANGX ANGEL STUDIOS INC.385 shares0.00%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP23 shares0.00%2026-06-302026-07-24

NLOP NET LEASE OFFICE PROPERTIES116 shares0.00%2026-06-302026-07-24

ZTEN RBB FD INC14 sharesnew addition2026-06-302026-07-24

BF.B BROWN FORMAN CORP25 shares0.00%2026-06-302026-07-24

Sponsored

VOOG VANGUARD ADMIRAL FDS INC6 sharesnew addition2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II3 sharesnew addition2026-06-302026-07-24

BHF BRIGHTHOUSE FINL INC7 shares0.00%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS3 sharesnew addition2026-06-302026-07-24

ASAN ASANA INC42 shares0.00%2026-06-302026-07-24

PTON PELOTON INTERACTIVE INC35 shares0.00%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR5 sharesnew addition2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS1 sharesnew addition2026-06-302026-07-24

Sponsored

BODI THE BEACHBODY COMPANY INC13 shares0.00%2026-06-302026-07-24

FLNG FLEX LNG LTD2 sharesnew addition2026-06-302026-07-24

DFAS

DIMENSIONAL ETF TRUST

-0.01%

Shares289.8K

Event2026-06-30

Filed2026-07-24

DFUS

DIMENSIONAL ETF TRUST

2.03%

Shares277.5K

Event2026-06-30

Filed2026-07-24

DFIC

DIMENSIONAL ETF TRUST

1.80%

Shares551.8K

Event2026-06-30

Filed2026-07-24

DUSB

DIMENSIONAL ETF TRUST

13.56%

Shares386.4K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-0.30%

Shares332.4K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

7.16%

Shares321.0K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-0.07%

Shares148.3K

Event2026-06-30

Filed2026-07-24

DFAR

DIMENSIONAL ETF TRUST

2.57%

Shares362.2K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

4.52%

Shares193.5K

Event2026-06-30

Filed2026-07-24

DFEM

DIMENSIONAL ETF TRUST

0.61%

Shares132.8K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

-0.02%

Shares73.8K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

373.13%

Shares43.8K

Event2026-06-30

Filed2026-07-24

VUSB

VANGUARD BD INDEX FDS

-0.24%

Shares70.4K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-2.98%

Shares15.6K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-0.74%

Shares13.1K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

-0.25%

Shares37.8K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

0.03%

Shares23.1K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

0.10%

Shares17.0K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

-2.39%

Shares28.2K

Event2026-06-30

Filed2026-07-24

VTES

VANGUARD WELLINGTON FD

-57.95%

Shares9.3K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-2.57%

Shares15.7K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

442.98%

Shares9.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-1.61%

Shares915

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-2.27%

Shares7.4K

Event2026-06-30

Filed2026-07-24

MGV

VANGUARD WORLD FD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

GNMA

ISHARES TR

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

DFAW

DIMENSIONAL ETF TRUST

8.36%

Shares5.1K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.41%

Shares4.9K

Event2026-06-30

Filed2026-07-24

RBCAA

REPUBLIC BANCORP INC KY

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

-1.03%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-2.99%

Shares1.3K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

-5.47%

Shares7.5K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

-28.09%

Shares3.2K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares543

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

-1.64%

Shares2.8K

Event2026-06-30

Filed2026-07-24

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares353

Event2026-06-30

Filed2026-07-24

SYBT

STOCK YDS BANCORP INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

AEE

AMEREN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

IOO

ISHARES TR

0.00%

Shares845

Event2026-06-30

Filed2026-07-24

WPC

WP CAREY INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.00%

Shares322

Event2026-06-30

Filed2026-07-24

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares435

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares805

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

0.00%

Shares500

Event2026-06-30

Filed2026-07-24

CCJ

CAMECO CORP

New

Shares500

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

0.00%

Shares673

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

0.53%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DOMINION ENERGY INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

300.00%

Shares508

Event2026-06-30

Filed2026-07-24

PCG

PG&E CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-24

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares89

Event2026-06-30

Filed2026-07-24

DEHP

DIMENSIONAL ETF TRUST

-18.30%

Shares576

Event2026-06-30

Filed2026-07-24

DLTR

DOLLAR TREE INC

0.00%

Shares203

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares562

Event2026-06-30

Filed2026-07-24

BUSE

FIRST BUSEY CORP

0.00%

Shares474

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares441

Event2026-06-30

Filed2026-07-24

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares128

Event2026-06-30

Filed2026-07-24

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares204

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

0.00%

Shares36

Event2026-06-30

Filed2026-07-24

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares365

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares87

Event2026-06-30

Filed2026-07-24

SHM

SPDR SERIES TRUST

0.00%

Shares166

Event2026-06-30

Filed2026-07-24

AEGON LTD

0.00%

Shares930

Event2026-06-30

Filed2026-07-24

MET

METLIFE INC

0.00%

Shares83

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

0.00%

Shares44

Event2026-06-30

Filed2026-07-24

FCOM

FIDELITY COVINGTON TRUST

0.00%

Shares97

Event2026-06-30

Filed2026-07-24

ABNB

AIRBNB INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares111

Event2026-06-30

Filed2026-07-24

FNCL

FIDELITY COVINGTON TRUST

0.00%

Shares51

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

0.00%

Shares33

Event2026-06-30

Filed2026-07-24

KSS

KOHLS CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-24

FDIS

FIDELITY COVINGTON TRUST

0.00%

Shares34

Event2026-06-30

Filed2026-07-24

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares73

Event2026-06-30

Filed2026-07-24

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares57

Event2026-06-30

Filed2026-07-24

DBX

DROPBOX INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares23

Event2026-06-30

Filed2026-07-24

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares50

Event2026-06-30

Filed2026-07-24

ANGX

ANGEL STUDIOS INC.

0.00%

Shares385

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

0.00%

Shares23

Event2026-06-30

Filed2026-07-24

NLOP

NET LEASE OFFICE PROPERTIES

0.00%

Shares116

Event2026-06-30

Filed2026-07-24

ZTEN

RBB FD INC

New

Shares14

Event2026-06-30

Filed2026-07-24

BF.B

BROWN FORMAN CORP

0.00%

Shares25

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares6

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares3

Event2026-06-30

Filed2026-07-24

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

New

Shares3

Event2026-06-30

Filed2026-07-24

ASAN

ASANA INC

0.00%

Shares42

Event2026-06-30

Filed2026-07-24

PTON

PELOTON INTERACTIVE INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

New

Shares5

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

New

Shares1

Event2026-06-30

Filed2026-07-24

BODI

THE BEACHBODY COMPANY INC

0.00%

Shares13

Event2026-06-30

Filed2026-07-24

FLNG

FLEX LNG LTD

New

Shares2

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available