Sponsored

The Analysis of Rinkey Investments's Holdings & P&L

Currently, Rinkey Investments holds 128 types of securities in its portfolio with a total value $424.8M. In the most recent quarter, they have increased their positions in VUG (+104.4K shares, valued at $9.0M), TFLO (+164.4K shares, valued at $8.3M), VGT (+17.4K shares, valued at $2.1M); decreased their positions in IEI (-42.1K shares, valued at $5.0M), SPTS (-128.6K shares, valued at $3.7M), JNJ (-4.2K shares, valued at $1.1M); initiated new positions in VGIT (+12.5K shares, valued at $734.4K), N/A (+7.4K shares, valued at $596.7K), IAGG (+10.2K shares, valued at $513.6K).

1M P&L

+1.2M+0.31%

3M P&L

+9.1M+2.40%

HY P&L

-40.1M-9.36%

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/A353.0M

91.3%

2Consumer Electronics5.7M

1.5%

3Insurance - Diversified4.1M

1.1%

Top Industries by Stock Count

1N/A74 stocks

70.5%

2Semiconductors4 stocks

3.8%

3Internet Content & Information2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TFLO ISHARES TR961.2K shares20.64%2026-06-302026-07-20

SPTM SPDR SERIES TRUST363.4K shares-0.54%2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS639.7K shares-1.88%2026-06-302026-07-20

VEA VANGUARD TAX-MANAGED FDS330.5K shares6.53%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS477.5K shares-1.32%2026-06-302026-07-20

VTV VANGUARD INDEX FDS105.8K shares8.98%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS233.2K shares12.74%2026-06-302026-07-20

CMF ISHARES TR266.5K shares2.91%2026-06-302026-07-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS40.0K shares2.61%2026-06-302026-07-20

MUB ISHARES TR115.6K shares3.72%2026-06-302026-07-20

VUG VANGUARD INDEX FDS123.4K shares548.66%2026-06-302026-07-20

VB VANGUARD INDEX FDS33.3K shares5.04%2026-06-302026-07-20

VGLT VANGUARD SCOTTSDALE FDS149.3K shares2.46%2026-06-302026-07-20

SPTS SPDR SERIES TRUST278.5K shares-31.59%2026-06-302026-07-20

IEI ISHARES TR59.8K shares-41.33%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F115.2K shares6.60%2026-06-302026-07-20

Sponsored

SPEM SPDR INDEX SHS FDS119.9K shares-0.33%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR175.7K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR7.8K shares0.00%2026-06-302026-07-20

AAPL APPLE INC19.6K shares-2.32%2026-06-302026-07-20

SPAB SPDR SERIES TRUST210.9K shares-1.24%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR144.7K shares-0.06%2026-06-302026-07-20

ISHARES TR ISHARES TR50.4K shares0.01%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL8.3K shares0.04%2026-06-302026-07-20

Sponsored

EMB ISHARES TR40.8K shares-2.30%2026-06-302026-07-20

QQQ INVESCO QQQ TR5.3K shares8.15%2026-06-302026-07-20

MSFT MICROSOFT CORP8.4K shares7.34%2026-06-302026-07-20

IWD ISHARES TR11.7K shares-7.76%2026-06-302026-07-20

PGR PROGRESSIVE CORP11.1K shares0.00%2026-06-302026-07-20

VGT VANGUARD WORLD FD19.9K shares700.28%2026-06-302026-07-20

FBND FIDELITY MERRIMACK STR TR46.1K shares-0.18%2026-06-302026-07-20

AMZN AMAZON COM INC8.8K shares-0.52%2026-06-302026-07-20

Sponsored

VGSH VANGUARD SCOTTSDALE FDS35.7K shares67.80%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR60.7K shares0.63%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.2K shares-3.23%2026-06-302026-07-20

SPIB SPDR SERIES TRUST60.9K shares6.84%2026-06-302026-07-20

NVDA NVIDIA CORPORATION10.1K shares-0.37%2026-06-302026-07-20

VCIT VANGUARD SCOTTSDALE FDS22.8K shares29.76%2026-06-302026-07-20

SPIP SPDR SERIES TRUST71.1K shares-1.28%2026-06-302026-07-20

BN BROOKFIELD CORP42.5K shares-4.85%2026-06-302026-07-20

Sponsored

VWOB VANGUARD WHITEHALL FDS22.3K shares-2.08%2026-06-302026-07-20

VTIP VANGUARD MALVERN FDS29.0K shares-1.65%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP10.5K shares-10.73%2026-06-302026-07-20

VOO VANGUARD INDEX FDS1.8K shares0.56%2026-06-302026-07-20

TMUS T-MOBILE US INC7.2K shares-35.05%2026-06-302026-07-20

GOOGL ALPHABET INC3.4K shares-20.27%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.4K shares0.00%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS3.7K shares0.00%2026-06-302026-07-20

Sponsored

SOXX ISHARES TR1.6K shares2.48%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION5.4K shares-9.64%2026-06-302026-07-20

GOOG ALPHABET INC2.9K shares-1.14%2026-06-302026-07-20

TSLA TESLA INC2.2K shares71.27%2026-06-302026-07-20

VBK VANGUARD INDEX FDS2.5K shares0.04%2026-06-302026-07-20

ISHARES TR ISHARES TR9.1K shares0.42%2026-06-302026-07-20

SYK STRYKER CORPORATION2.7K shares0.00%2026-06-302026-07-20

IVW ISHARES TR6.0K shares1.65%2026-06-302026-07-20

Sponsored

ORACLE CORP ORACLE CORP5.3K shares-28.51%2026-06-302026-07-20

SUB ISHARES TR7.2K shares0.00%2026-06-302026-07-20

VO VANGUARD INDEX FDS9.2K shares300.00%2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS12.5K sharesnew addition2026-06-302026-07-20

VV VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-07-20

GLD SPDR GOLD TR2.0K shares1.82%2026-06-302026-07-20

VXUS VANGUARD STAR FDS8.2K shares7.00%2026-06-302026-07-20

MTUM ISHARES TR2.1K shares0.00%2026-06-302026-07-20

Sponsored

IBIT ISHARES BITCOIN TRUST ETF21.0K shares-7.96%2026-06-302026-07-20

PANW PALO ALTO NETWORKS INC2.0K shares-1.46%2026-06-302026-07-20

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR15.0K shares-7.50%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC1.2K shares-10.86%2026-06-302026-07-20

SCHP SCHWAB STRATEGIC TR25.3K shares0.75%2026-06-302026-07-20

NVG NUVEEN AMT FREE MUN CR INC F51.4K shares24.15%2026-06-302026-07-20

FLOT ISHARES TR12.8K shares-19.09%2026-06-302026-07-20

NZF NUVEEN MUN CR INCOME FD50.9K shares23.83%2026-06-302026-07-20

Sponsored

MU MICRON TECHNOLOGY INC532 shares-41.22%2026-06-302026-07-20

ARK ETF TR ARK ETF TR7.4K sharesnew addition2026-06-302026-07-20

VBR VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-20

ITM VANECK ETF TRUST12.1K shares0.00%2026-06-302026-07-20

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC733 shares-0.27%2026-06-302026-07-20

SHV ISHARES TR4.9K shares1.94%2026-06-302026-07-20

EIS ISHARES INC4.5K shares9.67%2026-06-302026-07-20

VT VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2026-06-302026-07-20

Sponsored

CSX CSX CORP11.2K shares0.00%2026-06-302026-07-20

IAGG ISHARES TR10.2K sharesnew addition2026-06-302026-07-20

NEA NUVEEN AMT FREE QLTY MUN INC43.5K shares0.00%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR17.1K shares35.57%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC875 shares16.82%2026-06-302026-07-20

WMT WALMART INC4.3K shares7.57%2026-06-302026-07-20

EEMV ISHARES INC6.3K shares-9.62%2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR3.7K shares16.49%2026-06-302026-07-20

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T610 shares0.83%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC622 shares0.00%2026-06-302026-07-20

GOVT ISHARES TR18.1K shares0.00%2026-06-302026-07-20

DGRO ISHARES TR4.7K shares-11.82%2026-06-302026-07-20

SCHR SCHWAB STRATEGIC TR14.3K shares0.00%2026-06-302026-07-20

ITA ISHARES TR1.4K sharesnew addition2026-06-302026-07-20

BFLY BUTTERFLY NETWORK INC40.4K shares31.60%2026-06-302026-07-20

SCHH SCHWAB STRATEGIC TR14.3K shares-2.04%2026-06-302026-07-20

Sponsored

CHUBB LIMITED CHUBB LIMITED987 shares20.22%2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR3.6K shares17.60%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO977 shares0.00%2026-06-302026-07-20

TSM TAIWAN SEMICONDUCTOR MANUFAC655 sharesnew addition2026-06-302026-07-20

VGK VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-06-302026-07-20

MO ALTRIA GROUP INC4.2K shares0.00%2026-06-302026-07-20

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-07-20

XBI SPDR SERIES TRUST1.8K shares9.13%2026-06-302026-07-20

Sponsored

SPSB SPDR SERIES TRUST9.5K shares5.72%2026-06-302026-07-20

LLY ELI LILLY & CO229 shares-32.05%2026-06-302026-07-20

XT ISHARES TR3.3K shares0.00%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.3.8K shares-0.11%2026-06-302026-07-20

BA BOEING CO1.2K shares3.44%2026-06-302026-07-20

PTEN PATTERSON-UTI ENERGY INC28.2K shares0.00%2026-06-302026-07-20

VISA INC VISA INC751 shares-7.51%2026-06-302026-07-20

FXI ISHARES TR8.1K shares0.00%2026-06-302026-07-20

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-26.71%2026-06-302026-07-20

BROADCOM INC BROADCOM INC641 sharesnew addition2026-06-302026-07-20

TYA SIMPLIFY EXCHANGE TRADED FUN18.0K shares0.00%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST4.1K shares0.00%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST4.0K sharesnew addition2026-06-302026-07-20

WOR WORTHINGTON ENTERPRISES INC4.0K shares0.00%2026-06-302026-07-20

EWY ISHARES INC1.1K sharesnew addition2026-06-302026-07-20

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-07-20

Sponsored

EOSE EOS ENERGY ENTERPRISES INC35.9K shares-20.05%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL6.6K shares-8.97%2026-06-302026-07-20

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.8K shares-26.35%2026-06-302026-07-20

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST2.8K sharesnew addition2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS859 sharesnew addition2026-06-302026-07-20

BX BLACKSTONE INC1.7K sharesnew addition2026-06-302026-07-20

JNJ JOHNSON & JOHNSON794 shares-83.97%2026-06-302026-07-20

PNBK PATRIOT NATL BANCORP INC121.8K shares0.00%2026-06-302026-07-20

Sponsored

TFLO

ISHARES TR

20.64%

Shares961.2K

Event2026-06-30

Filed2026-07-20

SPTM

SPDR SERIES TRUST

-0.54%

Shares363.4K

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

-1.88%

Shares639.7K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

6.53%

Shares330.5K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

-1.32%

Shares477.5K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

8.98%

Shares105.8K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

12.74%

Shares233.2K

Event2026-06-30

Filed2026-07-20

CMF

ISHARES TR

2.91%

Shares266.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

2.61%

Shares40.0K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

3.72%

Shares115.6K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

548.66%

Shares123.4K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

5.04%

Shares33.3K

Event2026-06-30

Filed2026-07-20

VGLT

VANGUARD SCOTTSDALE FDS

2.46%

Shares149.3K

Event2026-06-30

Filed2026-07-20

SPTS

SPDR SERIES TRUST

-31.59%

Shares278.5K

Event2026-06-30

Filed2026-07-20

IEI

ISHARES TR

-41.33%

Shares59.8K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

6.60%

Shares115.2K

Event2026-06-30

Filed2026-07-20

SPEM

SPDR INDEX SHS FDS

-0.33%

Shares119.9K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares175.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-2.32%

Shares19.6K

Event2026-06-30

Filed2026-07-20

SPAB

SPDR SERIES TRUST

-1.24%

Shares210.9K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

-0.06%

Shares144.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.01%

Shares50.4K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.04%

Shares8.3K

Event2026-06-30

Filed2026-07-20

EMB

ISHARES TR

-2.30%

Shares40.8K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

8.15%

Shares5.3K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

7.34%

Shares8.4K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

-7.76%

Shares11.7K

Event2026-06-30

Filed2026-07-20

PGR

PROGRESSIVE CORP

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

700.28%

Shares19.9K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

-0.18%

Shares46.1K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-0.52%

Shares8.8K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

67.80%

Shares35.7K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

0.63%

Shares60.7K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

-3.23%

Shares2.2K

Event2026-06-30

Filed2026-07-20

SPIB

SPDR SERIES TRUST

6.84%

Shares60.9K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-0.37%

Shares10.1K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD SCOTTSDALE FDS

29.76%

Shares22.8K

Event2026-06-30

Filed2026-07-20

SPIP

SPDR SERIES TRUST

-1.28%

Shares71.1K

Event2026-06-30

Filed2026-07-20

BROOKFIELD CORP

-4.85%

Shares42.5K

Event2026-06-30

Filed2026-07-20

VWOB

VANGUARD WHITEHALL FDS

-2.08%

Shares22.3K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD MALVERN FDS

-1.65%

Shares29.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-10.73%

Shares10.5K

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.56%

Shares1.8K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

-35.05%

Shares7.2K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

-20.27%

Shares3.4K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

2.48%

Shares1.6K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-9.64%

Shares5.4K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

-1.14%

Shares2.9K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

71.27%

Shares2.2K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.42%

Shares9.1K

Event2026-06-30

Filed2026-07-20

SYK

STRYKER CORPORATION

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-20

IVW

ISHARES TR

1.65%

Shares6.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

-28.51%

Shares5.3K

Event2026-06-30

Filed2026-07-20

SUB

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

300.00%

Shares9.2K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares12.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

1.82%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

7.00%

Shares8.2K

Event2026-06-30

Filed2026-07-20

MTUM

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-20

IBIT

ISHARES BITCOIN TRUST ETF

-7.96%

Shares21.0K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

-1.46%

Shares2.0K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

-7.50%

Shares15.0K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

-10.86%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SCHP

SCHWAB STRATEGIC TR

0.75%

Shares25.3K

Event2026-06-30

Filed2026-07-20

NVG

NUVEEN AMT FREE MUN CR INC F

24.15%

Shares51.4K

Event2026-06-30

Filed2026-07-20

FLOT

ISHARES TR

-19.09%

Shares12.8K

Event2026-06-30

Filed2026-07-20

NZF

NUVEEN MUN CR INCOME FD

23.83%

Shares50.9K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

-41.22%

Shares532

Event2026-06-30

Filed2026-07-20

ARK ETF TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

ITM

VANECK ETF TRUST

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-20

CROWDSTRIKE HLDGS INC

-0.27%

Shares733

Event2026-06-30

Filed2026-07-20

SHV

ISHARES TR

1.94%

Shares4.9K

Event2026-06-30

Filed2026-07-20

EIS

ISHARES INC

9.67%

Shares4.5K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-20

IAGG

ISHARES TR

New

Shares10.2K

Event2026-06-30

Filed2026-07-20

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares43.5K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

35.57%

Shares17.1K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

16.82%

Shares875

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

7.57%

Shares4.3K

Event2026-06-30

Filed2026-07-20

EEMV

ISHARES INC

-9.62%

Shares6.3K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

16.49%

Shares3.7K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.83%

Shares610

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

0.00%

Shares622

Event2026-06-30

Filed2026-07-20

GOVT

ISHARES TR

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

-11.82%

Shares4.7K

Event2026-06-30

Filed2026-07-20

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-20

ITA

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

BFLY

BUTTERFLY NETWORK INC

31.60%

Shares40.4K

Event2026-06-30

Filed2026-07-20

SCHH

SCHWAB STRATEGIC TR

-2.04%

Shares14.3K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

20.22%

Shares987

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

17.60%

Shares3.6K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

0.00%

Shares977

Event2026-06-30

Filed2026-07-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares655

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-20

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

XBI

SPDR SERIES TRUST

9.13%

Shares1.8K

Event2026-06-30

Filed2026-07-20

SPSB

SPDR SERIES TRUST

5.72%

Shares9.5K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-32.05%

Shares229

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-0.11%

Shares3.8K

Event2026-06-30

Filed2026-07-20

BOEING CO

3.44%

Shares1.2K

Event2026-06-30

Filed2026-07-20

PTEN

PATTERSON-UTI ENERGY INC

0.00%

Shares28.2K

Event2026-06-30

Filed2026-07-20

VISA INC

-7.51%

Shares751

Event2026-06-30

Filed2026-07-20

FXI

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

ACCENTURE PLC IRELAND

-26.71%

Shares2.0K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

New

Shares641

Event2026-06-30

Filed2026-07-20

TYA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-20

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

EWY

ISHARES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

EOSE

EOS ENERGY ENTERPRISES INC

-20.05%

Shares35.9K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

-8.97%

Shares6.6K

Event2026-06-30

Filed2026-07-20

PALANTIR TECHNOLOGIES INC

-26.35%

Shares1.8K

Event2026-06-30

Filed2026-07-20

ROUNDHILL ETF TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares859

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-83.97%

Shares794

Event2026-06-30

Filed2026-07-20

PNBK

PATRIOT NATL BANCORP INC

0.00%

Shares121.8K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available