Sponsored

The Analysis of Lutz Financial Services LLC's Holdings & P&L

Currently, Lutz Financial Services LLC holds 112 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in VTEB (+94.3K shares, valued at $4.8M), SPYV (+62.2K shares, valued at $3.8M), BND (+47.3K shares, valued at $3.5M); decreased their positions in IVE (-1.2K shares, valued at $265.4K), AVDE (-2.8K shares, valued at $251.9K), N/A (-335 shares, valued at $250.2K); initiated new positions in MU (+510 shares, valued at $588.7K), AMD (+443 shares, valued at $257.3K), WDC (+382 shares, valued at $244.0K).

1M P&L

-225.4K-0.01%

3M P&L

+38.4M+2.52%

HY P&L

+91.1M+6.20%

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/A1.5B

99.3%

2Semiconductors3.3M

0.2%

3Consumer Electronics1.8M

0.1%

Top Industries by Stock Count

1N/A86 stocks

83.5%

2Semiconductors4 stocks

3.9%

3Internet Content & Information2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS256.3K shares1.69%2026-06-302026-08-05

SPYV SPDR SERIES TRUST2.5M shares2.55%2026-06-302026-08-05

IJH ISHARES TR1.6M shares1.06%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS1.5M shares3.31%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS1.7M shares6.00%2026-06-302026-08-05

MDYV SPDR SERIES TRUST829.6K shares2.94%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS901.8K shares4.69%2026-06-302026-08-05

SCHP SCHWAB STRATEGIC TR2.4M shares4.40%2026-06-302026-08-05

Sponsored

MBB ISHARES TR658.0K shares4.14%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T65.9K shares-0.51%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST928.3K shares0.95%2026-06-302026-08-05

MUB ISHARES TR357.4K shares1.19%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST833.3K shares5.40%2026-06-302026-08-05

IJR ISHARES TR194.8K shares1.54%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR902.2K shares1.27%2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST609.1K shares5.35%2026-06-302026-08-05

Sponsored

IGSB ISHARES TR478.6K shares0.73%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR672.4K shares-0.89%2026-06-302026-08-05

IVE ISHARES TR104.3K shares-1.11%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS274.9K shares4.14%2026-06-302026-08-05

ISHARES TR ISHARES TR209.0K shares-0.09%2026-06-302026-08-05

DFAS DIMENSIONAL ETF TRUST238.3K shares-0.21%2026-06-302026-08-05

VTV VANGUARD INDEX FDS84.8K shares0.03%2026-06-302026-08-05

QUAL ISHARES TR80.6K shares-0.32%2026-06-302026-08-05

Sponsored

ISHARES TR ISHARES TR23.5K shares-1.15%2026-06-302026-08-05

VOE VANGUARD INDEX FDS88.9K shares-0.91%2026-06-302026-08-05

IJJ ISHARES TR118.3K shares-0.41%2026-06-302026-08-05

VOOV VANGUARD ADMIRAL FDS INC71.7K shares-0.78%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR123.0K shares3.81%2026-06-302026-08-05

SLYV SPDR SERIES TRUST136.3K shares-1.57%2026-06-302026-08-05

TIP ISHARES TR129.6K shares-0.74%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR390.5K shares-1.47%2026-06-302026-08-05

Sponsored

IVOV VANGUARD ADMIRAL FDS INC114.0K shares-0.69%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR144.9K shares-1.91%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 4018.2K shares-0.08%2026-06-302026-08-05

IUSV ISHARES TR110.2K shares-1.19%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST148.5K shares-0.71%2026-06-302026-08-05

DFEM DIMENSIONAL ETF TRUST254.4K shares3.54%2026-06-302026-08-05

STIP ISHARES TR91.5K shares2.37%2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST148.3K shares-1.51%2026-06-302026-08-05

Sponsored

IEMG ISHARES INC88.3K shares-0.71%2026-06-302026-08-05

SUB ISHARES TR55.2K shares-3.68%2026-06-302026-08-05

VBR VANGUARD INDEX FDS24.0K shares-0.20%2026-06-302026-08-05

IJS ISHARES TR42.6K shares0.72%2026-06-302026-08-05

IWV ISHARES TR11.9K shares0.00%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F77.9K shares0.08%2026-06-302026-08-05

ISTB ISHARES TR96.2K shares1.40%2026-06-302026-08-05

STPZ PIMCO ETF TR76.6K shares0.00%2026-06-302026-08-05

Sponsored

VTIP VANGUARD MALVERN FDS72.6K shares-3.99%2026-06-302026-08-05

IWB ISHARES TR6.9K shares-3.86%2026-06-302026-08-05

NVDA NVIDIA CORPORATION11.1K shares8.13%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS30.6K shares0.00%2026-06-302026-08-05

VMBS VANGUARD SCOTTSDALE FDS39.8K shares-4.70%2026-06-302026-08-05

AAPL APPLE INC6.2K shares2.45%2026-06-302026-08-05

FNDF SCHWAB STRATEGIC TR31.5K shares-0.66%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS16.3K shares0.01%2026-06-302026-08-05

Sponsored

DFIV DIMENSIONAL ETF TRUST29.0K shares-0.18%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares2.43%2026-06-302026-08-05

IWM ISHARES TR4.2K shares0.00%2026-06-302026-08-05

VV VANGUARD INDEX FDS3.6K shares-1.25%2026-06-302026-08-05

VO VANGUARD INDEX FDS15.2K shares287.90%2026-06-302026-08-05

MSFT MICROSOFT CORP3.1K shares-0.52%2026-06-302026-08-05

IWD ISHARES TR4.0K shares0.00%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS4.1K shares0.00%2026-06-302026-08-05

Sponsored

AMZN AMAZON COM INC3.7K shares6.11%2026-06-302026-08-05

DFSD DIMENSIONAL ETF TRUST18.3K shares-7.76%2026-06-302026-08-05

EFA ISHARES TR8.0K shares-1.60%2026-06-302026-08-05

VB VANGUARD INDEX FDS2.5K shares0.00%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-05

DLN WISDOMTREE TR7.5K shares0.00%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares6.30%2026-06-302026-08-05

GOOGL ALPHABET INC2.0K shares-6.98%2026-06-302026-08-05

Sponsored

SCHG SCHWAB STRATEGIC TR19.3K shares0.08%2026-06-302026-08-05

SPMD SPDR SERIES TRUST9.3K shares0.00%2026-06-302026-08-05

GOOG ALPHABET INC1.7K shares-3.70%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC510 sharesnew addition2026-06-302026-08-05

DBEF DBX ETF TR10.5K shares0.00%2026-06-302026-08-05

AVUS AMERICAN CENTY ETF TR4.2K shares-0.71%2026-06-302026-08-05

AVDV AMERICAN CENTY ETF TR5.2K shares0.98%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.4K shares2.55%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC918 shares16.06%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F3.1K shares-2.67%2026-06-302026-08-05

DFSV DIMENSIONAL ETF TRUST12.4K shares0.30%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.4K shares-0.42%2026-06-302026-08-05

IWN ISHARES TR2.0K shares-16.45%2026-06-302026-08-05

DFCF DIMENSIONAL ETF TRUST10.6K shares-5.19%2026-06-302026-08-05

IWR ISHARES TR3.9K shares-2.85%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR14.9K shares0.00%2026-06-302026-08-05

Sponsored

LLY ELI LILLY & CO340 shares-0.58%2026-06-302026-08-05

QEMM SPDR INDEX SHS FDS5.0K shares0.00%2026-06-302026-08-05

AVLV AMERICAN CENTY ETF TR4.4K shares-3.25%2026-06-302026-08-05

QQQ INVESCO QQQ TR539 shares0.00%2026-06-302026-08-05

ILCB ISHARES TR3.3K shares0.00%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS3.7K shares2.19%2026-06-302026-08-05

ONEY SPDR SERIES TRUST2.3K shares0.00%2026-06-302026-08-05

VUG VANGUARD INDEX FDS3.4K shares499.47%2026-06-302026-08-05

Sponsored

SCHV SCHWAB STRATEGIC TR8.3K shares0.00%2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS5.4K shares11.25%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR2.8K shares0.04%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC443 sharesnew addition2026-06-302026-08-05

WMT WALMART INC2.2K shares0.40%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP382 sharesnew addition2026-06-302026-08-05

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-08-05

TSLA TESLA INC564 sharesnew addition2026-06-302026-08-05

Sponsored

DFLV DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-06-302026-08-05

LRCX LAM RESEARCH CORP544 sharesnew addition2026-06-302026-08-05

CAT CATERPILLAR INC208 sharesnew addition2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC301 sharesnew addition2026-06-302026-08-05

VISA INC VISA INC634 sharesnew addition2026-06-302026-08-05

SNDK SANDISK CORP95 sharesnew addition2026-06-302026-08-05

IVOO VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2026-06-302026-08-05

IGIB ISHARES TR4.0K shares0.00%2026-06-302026-08-05

Sponsored

VOO

VANGUARD INDEX FDS

1.69%

Shares256.3K

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

2.55%

Shares2.5M

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

1.06%

Shares1.6M

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

3.31%

Shares1.5M

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

6.00%

Shares1.7M

Event2026-06-30

Filed2026-08-05

MDYV

SPDR SERIES TRUST

2.94%

Shares829.6K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

4.69%

Shares901.8K

Event2026-06-30

Filed2026-08-05

SCHP

SCHWAB STRATEGIC TR

4.40%

Shares2.4M

Event2026-06-30

Filed2026-08-05

MBB

ISHARES TR

4.14%

Shares658.0K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-0.51%

Shares65.9K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

0.95%

Shares928.3K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

1.19%

Shares357.4K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

5.40%

Shares833.3K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

1.54%

Shares194.8K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

1.27%

Shares902.2K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

5.35%

Shares609.1K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

0.73%

Shares478.6K

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-0.89%

Shares672.4K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-1.11%

Shares104.3K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

4.14%

Shares274.9K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.09%

Shares209.0K

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

-0.21%

Shares238.3K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.03%

Shares84.8K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

-0.32%

Shares80.6K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-1.15%

Shares23.5K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

-0.91%

Shares88.9K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

-0.41%

Shares118.3K

Event2026-06-30

Filed2026-08-05

VOOV

VANGUARD ADMIRAL FDS INC

-0.78%

Shares71.7K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

3.81%

Shares123.0K

Event2026-06-30

Filed2026-08-05

SLYV

SPDR SERIES TRUST

-1.57%

Shares136.3K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR

-0.74%

Shares129.6K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

-1.47%

Shares390.5K

Event2026-06-30

Filed2026-08-05

IVOV

VANGUARD ADMIRAL FDS INC

-0.69%

Shares114.0K

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

-1.91%

Shares144.9K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-0.08%

Shares18.2K

Event2026-06-30

Filed2026-08-05

IUSV

ISHARES TR

-1.19%

Shares110.2K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

-0.71%

Shares148.5K

Event2026-06-30

Filed2026-08-05

DFEM

DIMENSIONAL ETF TRUST

3.54%

Shares254.4K

Event2026-06-30

Filed2026-08-05

STIP

ISHARES TR

2.37%

Shares91.5K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

-1.51%

Shares148.3K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-0.71%

Shares88.3K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

-3.68%

Shares55.2K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

-0.20%

Shares24.0K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES TR

0.72%

Shares42.6K

Event2026-06-30

Filed2026-08-05

IWV

ISHARES TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

0.08%

Shares77.9K

Event2026-06-30

Filed2026-08-05

ISTB

ISHARES TR

1.40%

Shares96.2K

Event2026-06-30

Filed2026-08-05

STPZ

PIMCO ETF TR

0.00%

Shares76.6K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

-3.99%

Shares72.6K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-3.86%

Shares6.9K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

8.13%

Shares11.1K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares30.6K

Event2026-06-30

Filed2026-08-05

VMBS

VANGUARD SCOTTSDALE FDS

-4.70%

Shares39.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

2.45%

Shares6.2K

Event2026-06-30

Filed2026-08-05

FNDF

SCHWAB STRATEGIC TR

-0.66%

Shares31.5K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.01%

Shares16.3K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

-0.18%

Shares29.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

2.43%

Shares3.5K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-1.25%

Shares3.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

287.90%

Shares15.2K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-0.52%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

6.11%

Shares3.7K

Event2026-06-30

Filed2026-08-05

DFSD

DIMENSIONAL ETF TRUST

-7.76%

Shares18.3K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-1.60%

Shares8.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

DLN

WISDOMTREE TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.30%

Shares1.4K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-6.98%

Shares2.0K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

0.08%

Shares19.3K

Event2026-06-30

Filed2026-08-05

SPMD

SPDR SERIES TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-3.70%

Shares1.7K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares510

Event2026-06-30

Filed2026-08-05

DBEF

DBX ETF TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

AVUS

AMERICAN CENTY ETF TR

-0.71%

Shares4.2K

Event2026-06-30

Filed2026-08-05

AVDV

AMERICAN CENTY ETF TR

0.98%

Shares5.2K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

2.55%

Shares1.4K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

16.06%

Shares918

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

-2.67%

Shares3.1K

Event2026-06-30

Filed2026-08-05

DFSV

DIMENSIONAL ETF TRUST

0.30%

Shares12.4K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-0.42%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

-16.45%

Shares2.0K

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL ETF TRUST

-5.19%

Shares10.6K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

-2.85%

Shares3.9K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-0.58%

Shares340

Event2026-06-30

Filed2026-08-05

QEMM

SPDR INDEX SHS FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AVLV

AMERICAN CENTY ETF TR

-3.25%

Shares4.4K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.00%

Shares539

Event2026-06-30

Filed2026-08-05

ILCB

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

2.19%

Shares3.7K

Event2026-06-30

Filed2026-08-05

ONEY

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

499.47%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

11.25%

Shares5.4K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares443

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

0.40%

Shares2.2K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

New

Shares382

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

New

Shares564

Event2026-06-30

Filed2026-08-05

DFLV

DIMENSIONAL ETF TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

New

Shares544

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

New

Shares208

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

New

Shares301

Event2026-06-30

Filed2026-08-05

VISA INC

New

Shares634

Event2026-06-30

Filed2026-08-05

SNDK

SANDISK CORP

New

Shares95

Event2026-06-30

Filed2026-08-05

IVOO

VANGUARD ADMIRAL FDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

IGIB

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available