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The Analysis of YANKCOM Partnership's Holdings & P&L

Currently, YANKCOM Partnership holds 308 types of securities in its portfolio with a total value $278.8M. In the most recent quarter, they have increased their positions in SCHV (+49.4K shares, valued at $1.7M), VEA (+23.5K shares, valued at $1.7M), IJH (+16.3K shares, valued at $1.3M); decreased their positions in N/A (-2.3K shares, valued at $853.7K), GLW (-2.3K shares, valued at $575.0K), GOOGL (-1.2K shares, valued at $419.2K); initiated new positions in ARM (+1.0K shares, valued at $365.6K), GCOW (+6.8K shares, valued at $295.7K), COWZ (+4.7K shares, valued at $289.6K).

1M P&L

+66.4K+0.03%

3M P&L

+10.7M+4.69%

HY P&L

+18.5M+8.44%

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/A127.0M

53.8%

2Semiconductors8.4M

3.5%

3Drug Manufacturers - General7.9M

3.4%

Top Industries by Stock Count

1N/A99 stocks

37.5%

2Drug Manufacturers - General8 stocks

3.0%

3Semiconductors8 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA Vanguard FTSE Developed Markets ETF323.6K shares7.84%2026-06-302026-07-21

SCHV Schwab Strategic Tr US Large-Cap Value ETF585.5K shares9.22%2026-06-302026-07-21

VOO Vanguard Index Funds S&P 500 ETF26.3K shares7.30%2026-06-302026-07-21

IJH iShares Tr S&P Midcap 400 ETF193.6K shares9.19%2026-06-302026-07-21

IWY iShares Tr Russell Top 200 Growth ETF41.2K shares9.35%2026-06-302026-07-21

AAPL Apple Computer Inc25.9K shares0.94%2026-06-302026-07-21

AMZN Amazon.com Inc29.6K shares-1.40%2026-06-302026-07-21

MSFT Microsoft Corp18.2K shares13.10%2026-06-302026-07-21

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NVDA Nvidia Corp32.3K shares3.55%2026-06-302026-07-21

VWO Vanguard FTSE Emerging Markets ETF100.7K shares9.62%2026-06-302026-07-21

GOOGL Alphabet Inc Cap Stock Cl A14.0K shares-7.74%2026-06-302026-07-21

JPMorgan Chase & Co JPMorgan Chase & Co14.1K shares23.79%2026-06-302026-07-21

SPDW SPDR Portfolio Developed World Ex-US ETF86.8K shares0.00%2026-06-302026-07-21

IJR iShares Core S&P Smallcap 600 Index ETF28.8K shares2.11%2026-06-302026-07-21

C Citigroup Inc30.3K shares-0.03%2026-06-302026-07-21

Broadcom Inc Broadcom Inc10.2K shares-18.19%2026-06-302026-07-21

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iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF34.2K shares0.49%2026-06-302026-07-21

SPDR S&P 500 ETF SPDR S&P 500 ETF4.3K shares-1.79%2026-06-302026-07-21

VNQ Vanguard REIT ETF27.4K shares10.99%2026-06-302026-07-21

Cisco Systems Inc Cisco Systems Inc22.5K shares-5.35%2026-06-302026-07-21

iShares Core S&P 500 ETF iShares Core S&P 500 ETF3.5K shares0.29%2026-06-302026-07-21

AbbVie Inc AbbVie Inc10.2K shares3.06%2026-06-302026-07-21

LLY Eli Lilly & Co2.0K shares51.79%2026-06-302026-07-21

UNP Union Pacific Corp8.9K shares2.46%2026-06-302026-07-21

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BRK.B Berkshire Hathaway Inc Class B4.8K shares25.25%2026-06-302026-07-21

Exxon Mobil Corp Exxon Mobil Corp17.1K shares0.07%2026-06-302026-07-21

Meta Platforms Inc (formerly Facebook Inc) Meta Platforms Inc (formerly Facebook Inc)4.0K shares24.67%2026-06-302026-07-21

GOOG Alphabet Inc Cap Stock Cl C6.2K shares11.38%2026-06-302026-07-21

MRK Merck & Co Inc16.4K shares-0.65%2026-06-302026-07-21

Ameriprise Financial Corp Ameriprise Financial Corp4.5K shares6.90%2026-06-302026-07-21

Visa Inc Visa Inc5.8K shares10.81%2026-06-302026-07-21

CAT Caterpillar Inc1.8K shares-15.41%2026-06-302026-07-21

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WMB Williams Companies25.4K shares-3.79%2026-06-302026-07-21

HD Home Depot5.3K shares4.67%2026-06-302026-07-21

TSLA Tesla Motors Inc4.3K shares6.21%2026-06-302026-07-21

PG Procter & Gamble Co12.4K shares3.12%2026-06-302026-07-21

MCD McDonalds Corp6.3K shares5.39%2026-06-302026-07-21

RSP Invesco S&P 500 Equal Weight ETF7.7K shares0.00%2026-06-302026-07-21

Medtronic Hldg Ltd Medtronic Hldg Ltd19.6K shares17.10%2026-06-302026-07-21

JNJ Johnson & Johnson Inc6.0K shares-3.36%2026-06-302026-07-21

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Costco Wholesale Corp Costco Wholesale Corp1.6K shares3.35%2026-06-302026-07-21

PEP Pepsico Inc10.3K shares4.08%2026-06-302026-07-21

DLR Digital Realty Tr Inc7.7K shares-0.17%2026-06-302026-07-21

DGX Quest Diagnostics Inc6.4K shares2.97%2026-06-302026-07-21

PM Philip Morris Inc7.3K shares1.08%2026-06-302026-07-21

ALL Allstate Corporation5.5K shares6.20%2026-06-302026-07-21

QUAL Ishares MSCI USA Quality Factor ETF6.0K shares0.00%2026-06-302026-07-21

NVS Novartis AG ADR8.3K shares0.40%2026-06-302026-07-21

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LMT Lockheed Martin Corp2.6K shares1.47%2026-06-302026-07-21

IWD Ishares Russell 1000 Value ETF5.3K shares0.00%2026-06-302026-07-21

WMT Wal-Mart Stores Inc11.0K shares1.72%2026-06-302026-07-21

ETN Eaton Corp2.9K shares4.64%2026-06-302026-07-21

MS Morgan Stanley5.8K shares-0.09%2026-06-302026-07-21

QCOM Qualcomm Inc6.5K shares-16.56%2026-06-302026-07-21

SHOP Shopify Inc10.3K shares0.09%2026-06-302026-07-21

PLD Prologis Inc Reit8.6K shares-0.36%2026-06-302026-07-21

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SBUX Starbucks Corp11.2K shares0.45%2026-06-302026-07-21

Nextera Energy Inc Nextera Energy Inc12.4K shares-4.27%2026-06-302026-07-21

FITB Fifth Third Bancorp19.1K shares0.87%2026-06-302026-07-21

GLW Corning Inc4.2K shares-35.11%2026-06-302026-07-21

Vanguard Total Stock Market Index Fund ETF Vanguard Total Stock Market Index Fund ETF2.8K shares736.18%2026-06-302026-07-21

HBAN Huntington Bancshares Inc Corp Common58.2K shares9.35%2026-06-302026-07-21

IWF iShares Tr Russell 1000 Growth ETF8.3K shares277.98%2026-06-302026-07-21

ABT Abbott Laboratories11.3K shares-0.45%2026-06-302026-07-21

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FDX FedEx Corp3.2K shares0.00%2026-06-302026-07-21

VZ Verizon Communications23.5K shares-1.12%2026-06-302026-07-21

BKNG Booking Holdings5.5K shares2615.20%2026-06-302026-07-21

CVX Chevron Texaco Corp5.8K shares-15.34%2026-06-302026-07-21

CIBR First Trust Nasdaq Cybersecurity ETF10.5K shares0.00%2026-06-302026-07-21

TC Energy Corp TC Energy Corp13.9K shares-5.12%2026-06-302026-07-21

RTX Corporation (Formerly Raytheon Technologies) RTX Corporation (Formerly Raytheon Technologies)4.7K shares2.82%2026-06-302026-07-21

BX Blackstone Inc7.4K shares8.20%2026-06-302026-07-21

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TGT Target Corporation6.7K shares-1.05%2026-06-302026-07-21

SLYV SPDR S&P 600 Small Cap Value ETF8.0K shares-2.15%2026-06-302026-07-21

APD Air Products & Chemicals Inc3.0K shares1.02%2026-06-302026-07-21

BSCQ Invesco Bulletshares 2026 Corporate Bond ETF44.6K shares-3.26%2026-06-302026-07-21

Chubb Ltd Ord Chubb Ltd Ord2.5K shares6.35%2026-06-302026-07-21

BSCR Invesco Bulletshares 2027 Corporate Bond ETF42.9K shares0.00%2026-06-302026-07-21

TFC Truist Financial Corp16.1K shares1.50%2026-06-302026-07-21

AEP American Electric Power Co Inc5.6K shares0.20%2026-06-302026-07-21

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PNC PNC Financial Services Group3.0K shares8.79%2026-06-302026-07-21

TEL TE Connectivity PLC Registered Shares3.6K shares7.75%2026-06-302026-07-21

ENB Enbridge Inc13.3K shares-0.89%2026-06-302026-07-21

ECL Ecolab Inc2.6K shares7.31%2026-06-302026-07-21

COP Conoco Phillips6.8K shares2.09%2026-06-302026-07-21

PRU Prudential Financial6.5K shares1.84%2026-06-302026-07-21

TMO Thermo Fisher Scientific1.3K shares11.00%2026-06-302026-07-21

ITA iShares Dow Jones US Aerospace and Defense Index Fund ETF2.6K shares0.00%2026-06-302026-07-21

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LRCX Lam Research Corp. Ordinary Shares1.4K shares-7.84%2026-06-302026-07-21

NOC Northrop Grumman Corp1.2K shares8.43%2026-06-302026-07-21

PANW Palo Alto Networks Inc Common1.7K shares-3.21%2026-06-302026-07-21

ITOT Ishares Core S&P Total US Stock Market ETF3.5K shares0.00%2026-06-302026-07-21

BSMR Invesco Bulletshares 2027 Municipal Bond ETF23.2K shares0.00%2026-06-302026-07-21

QQQ Invesco QQQ Trust Series 1 ETF741 shares1.51%2026-06-302026-07-21

CRM Salesforce Inc3.3K shares11.85%2026-06-302026-07-21

CMI Cummins Inc726 shares111.66%2026-06-302026-07-21

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BSCS Invesco Bulletshares 2028 Corporate Bond ETF25.2K shares0.00%2026-06-302026-07-21

SNA Snap-On Tools Corp1.2K shares1.39%2026-06-302026-07-21

AMGN Amgen Inc1.3K shares-2.54%2026-06-302026-07-21

DSI iShares MSCI KLD 400 Social Index ETF3.2K shares0.00%2026-06-302026-07-21

BSMQ Invesco Bulletshares 2026 Municipal Bond ETF19.3K shares0.00%2026-06-302026-07-21

Accenture PLC Accenture PLC3.6K shares81.43%2026-06-302026-07-21

DUK Duke Energy Corp3.5K shares1.59%2026-06-302026-07-21

HAS Hasbro Inc5.4K shares0.67%2026-06-302026-07-21

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IHDG Wisdomtree International Hedged Qual Dividend Growth ETF8.4K shares0.00%2026-06-302026-07-21

DVY iShares Select Dividend ETF2.5K shares0.00%2026-06-302026-07-21

BSCY Invesco Bulletshares 2034 Corporate Bond ETF19.1K shares16.10%2026-06-302026-07-21

ISRG Intuitive Surgical Inc949 shares5.68%2026-06-302026-07-21

ASML ASML Holdings NV ADR189 shares1.61%2026-06-302026-07-21

ARM Arm Holdings PLC ADR1.0K sharesnew addition2026-06-302026-07-21

IWM iShares Russell 2000 Index1.2K shares0.00%2026-06-302026-07-21

BSMS Invesco Bulletshares 2028 Municipal Bond ETF15.3K shares0.00%2026-06-302026-07-21

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XYL Xylem Inc3.0K shares0.00%2026-06-302026-07-21

AMT American Tower Corp2.2K shares8.37%2026-06-302026-07-21

Palantir Technologies Inc Palantir Technologies Inc3.0K shares181.52%2026-06-302026-07-21

BSCV Invesco Bulletshares 2031 Corporate Bond ETF20.7K shares0.00%2026-06-302026-07-21

DHR Danaher Corp1.8K shares17.48%2026-06-302026-07-21

BSCT Invesco Bulletshares 2029 Corporate Bond ETF18.0K shares0.00%2026-06-302026-07-21

BSCZ Invesco Bulletshares 2035 Corporate Bond ETF16.1K shares19.88%2026-06-302026-07-21

FTV Fortive Corp5.3K shares13.43%2026-06-302026-07-21

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BSCX Invesco BulletShares 2033 Corporate Bond ETF15.2K shares10.32%2026-06-302026-07-21

BSCW Invesco Bulletshares 2032 Corporate Bond ETF15.6K shares10.37%2026-06-302026-07-21

Adobe Systems Inc Adobe Systems Inc1.5K shares9.62%2026-06-302026-07-21

GCOW Pacer Funds Trust Global Cash Cows Dividend ETF6.8K sharesnew addition2026-06-302026-07-21

COWZ Pacer Funds Trust US Cash Cows 100 ETF4.7K sharesnew addition2026-06-302026-07-21

Datadog Inc Cl A Datadog Inc Cl A1.1K shares2.78%2026-06-302026-07-21

Mastercard Inc Mastercard Inc558 shares-5.58%2026-06-302026-07-21

Unitedhealth Group Inc Unitedhealth Group Inc687 shares150.73%2026-06-302026-07-21

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APH Amphenol Corp1.6K shares2.62%2026-06-302026-07-21

VCIT Vanguard Intermediate Term Corporate Bond ETF3.3K shares0.00%2026-06-302026-07-21

HIMU iShares High Yield Muni Active ETF5.4K shares40.16%2026-06-302026-07-21

KO Coca Cola Co3.2K shares0.00%2026-06-302026-07-21

BSCU Invesco Bulletshares 2030 Corporate Bond ETF15.8K shares0.00%2026-06-302026-07-21

SCHD Schwab US Dividend Equity ETF8.1K shares0.00%2026-06-302026-07-21

Netflix, Inc. Netflix, Inc.3.6K shares0.22%2026-06-302026-07-21

ODFL Old Dominion Freight Lines1.2K shares1.99%2026-06-302026-07-21

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XLE Energy Select Sector SPDR ETF4.8K shares0.00%2026-06-302026-07-21

BSMT Invesco Bulletshares 2029 Municipal Bond ETF10.8K shares0.00%2026-06-302026-07-21

MNST Monster Beverage Corp2.6K shares19.42%2026-06-302026-07-21

PKG Packaging Corp of America1.0K shares0.00%2026-06-302026-07-21

Zoetis Inc Class A Zoetis Inc Class A3.4K shares20.42%2026-06-302026-07-21

EBAY Ebay Inc2.1K shares0.00%2026-06-302026-07-21

AFL AFLAC Inc1.8K shares0.00%2026-06-302026-07-21

Servicenow Inc Servicenow Inc2.1K shares-0.47%2026-06-302026-07-21

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SDY SPDR S&P Dividend ETF1.4K shares-43.69%2026-06-302026-07-21

CTAS Cintas Corp1.2K shares12.64%2026-06-302026-07-21

BAC Bankamerica Corp3.5K shares-0.14%2026-06-302026-07-21

KKR KKR & Company Inc2.1K shares2.32%2026-06-302026-07-21

Quanta Services Inc Quanta Services Inc267 shares6.80%2026-06-302026-07-21

Idexx Laboratories, Inc Idexx Laboratories, Inc365 shares10.61%2026-06-302026-07-21

URI United Rentals Inc168 shares3.70%2026-06-302026-07-21

VUG Vanguard Growth Index Fund ETF2.1K shares500.00%2026-06-302026-07-21

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PGR Progressive Corp835 shares116.88%2026-06-302026-07-21

SHW Sherwin-Williams Company528 shares2.13%2026-06-302026-07-21

SYK Stryker Corp564 shares6.42%2026-06-302026-07-21

Applied Materials Inc Applied Materials Inc245 shares2.51%2026-06-302026-07-21

BSMU Invesco Bulletshares 2030 Municipal Bond ETF7.9K shares0.00%2026-06-302026-07-21

SNPS Synopsys Inc386 shares2.93%2026-06-302026-07-21

ESML Ishares Trust ESG Aware MSCI USA Small-Cap ETF3.1K sharesnew addition2026-06-302026-07-21

MXI iShares S&P Global Materials Index ETF1.6K shares0.00%2026-06-302026-07-21

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LECO Lincoln Electric Holdings Inc632 shares3.27%2026-06-302026-07-21

MPWR Monolithic Power Systems Inc114 shares-34.10%2026-06-302026-07-21

AVDE Avantis International Equity ETF1.7K shares651.32%2026-06-302026-07-21

TSM Taiwan Semiconductor Manufacturing Co Ltd ADR295 shares62.09%2026-06-302026-07-21

HOOD Robinhood Markets Inc1.3K sharesnew addition2026-06-302026-07-21

SCHW Charles Schwab Corp1.4K shares-1.57%2026-06-302026-07-21

VXUS Vanguard Total International Stock ETF1.5K shares22.99%2026-06-302026-07-21

SCHG Schwab US Large-Cap Growth ETF3.6K shares0.00%2026-06-302026-07-21

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SRLN SPDR Blackstone Senior Loan ETF2.9K shares0.00%2026-06-302026-07-21

FTI Technipfmc PLC1.7K sharesnew addition2026-06-302026-07-21

VSGX Vanguard ESG International Stock ETF1.2K shares0.00%2026-06-302026-07-21

WING Wingstop Inc556 shares30.52%2026-06-302026-07-21

VGT Vanguard Information Technology ETF728 shares477.78%2026-06-302026-07-21

HYG iShares iBoxx $ High Yield Corporate Bond ETF1.1K shares-20.66%2026-06-302026-07-21

BLK Blackrock Inc87 shares-2.25%2026-06-302026-07-21

PWV Invesco Large Cap Value ETF1.1K shares0.00%2026-06-302026-07-21

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SYY Sysco Corp897 shares0.00%2026-06-302026-07-21

MBB iShares Barclays MBS Bond ETF761 shares0.00%2026-06-302026-07-21

Vanguard Russell 2000 ETF Vanguard Russell 2000 ETF589 shares0.00%2026-06-302026-07-21

CASY Casey's General Stores Inc87 shares-55.38%2026-06-302026-07-21

CW Curtiss-Wright Corp86 shares0.00%2026-06-302026-07-21

ETR Entergy Corp558 shares0.00%2026-06-302026-07-21

AVUS Avantis U.S. Equity ETF500 sharesnew addition2026-06-302026-07-21

GBTC Grayscale Bitcoin Trust1.4K sharesnew addition2026-06-302026-07-21

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VO Vanguard Mid-Cap Index Fund ETF780 shares361.54%2026-06-302026-07-21

ESGV Vanguard ESG US Stock ETF458 shares0.00%2026-06-302026-07-21

EFA iShares MSCI EAFE ETF576 shares0.00%2026-06-302026-07-21

PYPL PayPal Holdings Inc1.4K shares-84.37%2026-06-302026-07-21

HDV Ishares Core High Dividend ETF2.0K shares401.00%2026-06-302026-07-21

GOVT Ishares Trust U.S. Treasury Bond ETF2.4K sharesnew addition2026-06-302026-07-21

CSX CSX Corp1.1K shares0.00%2026-06-302026-07-21

USMV iShares MSCI USA Min Vol Factor ETF541 shares0.00%2026-06-302026-07-21

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DE Deere and Co80 shares-30.43%2026-06-302026-07-21

VIG Vanguard Dividend Appreciation Index Fund ETF214 shares0.00%2026-06-302026-07-21

JEPI JPMorgan Equity Premium Income ETF891 sharesnew addition2026-06-302026-07-21

GS Goldman Sachs Group49 shares0.00%2026-06-302026-07-21

IXUS Ishares Core MSCI Total International Stock ETF449 shares0.00%2026-06-302026-07-21

CP Canadian Pacific Kansas City Ltd492 shares0.00%2026-06-302026-07-21

BND Vanguard Total Bond Market ETF550 shares0.00%2026-06-302026-07-21

SLB Schlumberger LTD868 shares0.00%2026-06-302026-07-21

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EEMV Ishares MSCI Emerging Markets Min Vol Factor ETF536 shares0.00%2026-06-302026-07-21

CHD Church & Dwight Co Inc413 shares0.00%2026-06-302026-07-21

Travelers Companies Travelers Companies121 shares0.00%2026-06-302026-07-21

EMR Emerson Electric Co277 shares0.00%2026-06-302026-07-21

AVSC Avantis U.S Small Cap Equity ETF500 shares0.00%2026-06-302026-07-21

PNW Pinnacle West Cap Corp341 shares0.00%2026-06-302026-07-21

GILD Gilead Sciences Inc270 shares0.00%2026-06-302026-07-21

VB Vanguard Small-Cap Index Fund ETF112 shares-26.32%2026-06-302026-07-21

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VGK Vanguard FTSE Europe ETF357 shares0.00%2026-06-302026-07-21

Southern Co Southern Co319 shares0.00%2026-06-302026-07-21

Freeport-McMoran Copper & Gold Inc Freeport-McMoran Copper & Gold Inc474 shares0.00%2026-06-302026-07-21

AXP American Express Co88 shares0.00%2026-06-302026-07-21

IMCG Ishares Morningstar Mid-Cap Growth ETF300 shares0.00%2026-06-302026-07-21

VONV Vanguard Russell 1000 Value Index ETF269 shares0.00%2026-06-302026-07-21

IDEV Ishares MSCI International Developed Markets ETF307 shares0.00%2026-06-302026-07-21

HEFA iShares Currency Hedged MSCI EAFE ETF580 shares0.00%2026-06-302026-07-21

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Waste Management Inc. Com Waste Management Inc. Com120 shares-37.82%2026-06-302026-07-21

PFG Principal Financial Group248 shares-12.06%2026-06-302026-07-21

USB US Bancorp438 shares0.00%2026-06-302026-07-21

Labcorp Holdings Inc Labcorp Holdings Inc92 shares0.00%2026-06-302026-07-21

UBS UBS Group Ag Registered Shares509 shares0.00%2026-06-302026-07-21

ELS Equity Lifestyle Properties Inc379 shares0.00%2026-06-302026-07-21

VONG Vanguard Russell 1000 Growth Index ETF189 shares0.00%2026-06-302026-07-21

DIS Disney Co246 shares0.00%2026-06-302026-07-21

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SMH Vaneck Trust Semiconductor ETF36 shares0.00%2026-06-302026-07-21

VMI Valmont Industries, Inc40 shares0.00%2026-06-302026-07-21

BDX Becton Dickinson & Co142 shares0.00%2026-06-302026-07-21

ADI Analog Devices Inc52 shares0.00%2026-06-302026-07-21

RF Regions Financial664 shares0.00%2026-06-302026-07-21

CRL Charles River Laboratories International Inc86 shares0.00%2026-06-302026-07-21

CARR Carrier Global Corp265 shares0.00%2026-06-302026-07-21

Oracle Corp Oracle Corp127 shares0.00%2026-06-302026-07-21

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BMY Bristol Myers Squibb Co322 shares0.00%2026-06-302026-07-21

MGA Magna Int'l Inc Cl A267 shares0.00%2026-06-302026-07-21

Glaxosmithkline PLC ADR Glaxosmithkline PLC ADR324 shares0.00%2026-06-302026-07-21

LKQ LKQ Corp630 shares0.00%2026-06-302026-07-21

IUSB iShares Core Total USD Bond Market ETF353 shares0.00%2026-06-302026-07-21

LIN Linde PLC Corp31 shares-58.11%2026-06-302026-07-21

JMTG JPMorgan Mortgage-Backed Securities ETF304 sharesnew addition2026-06-302026-07-21

TJX TJX Companies Inc93 shares-42.94%2026-06-302026-07-21

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BAH Booz Allen Hamilton Holding Corp230 shares0.00%2026-06-302026-07-21

FIS Fidelity National Information Services Inc350 shares0.00%2026-06-302026-07-21

VGIT Vanguard Intermediate Term Treasury ETF230 shares0.00%2026-06-302026-07-21

IEMG iShares Core MSCI Emerging Markets ETF163 shares0.00%2026-06-302026-07-21

COF Capital One Financial Corp67 shares-26.37%2026-06-302026-07-21

PAVE Global X US Infrastructure Development ETF226 shares0.00%2026-06-302026-07-21

3M Company 3M Company81 shares0.00%2026-06-302026-07-21

INTU Intuit Inc50 shares-80.24%2026-06-302026-07-21

Sponsored

UHAL.B U-Haul Holding Co Ser N - Non Voting220 shares0.00%2026-06-302026-07-21

NOK ADR Nokia Corp951 sharesnew addition2026-06-302026-07-21

PSX Phillips 66 Com74 shares0.00%2026-06-302026-07-21

TTE TotalEnergies SE158 shares0.00%2026-06-302026-07-21

NUE Nucor Corp55 sharesnew addition2026-06-302026-07-21

NLR Vaneck Trust Uranium Nuclear Energy ETF102 sharesnew addition2026-06-302026-07-21

AVY Avery Dennison Corp70 shares0.00%2026-06-302026-07-21

State Street SPDR Portfolio S&P 500 ETF State Street SPDR Portfolio S&P 500 ETF127 shares0.00%2026-06-302026-07-21

Sponsored

RBLX Roblox Corporation205 shares-79.98%2026-06-302026-07-21

Johnson Controls International PLC Johnson Controls International PLC73 shares0.00%2026-06-302026-07-21

ING ING Groep ADR319 shares0.00%2026-06-302026-07-21

SON Sonoco Products Co170 shares0.00%2026-06-302026-07-21

TXN Texas Instruments Inc32 shares0.00%2026-06-302026-07-21

SHEL Shell PLC ADR122 shares0.00%2026-06-302026-07-21

VTV Vanguard Value Index ETF43 shares0.00%2026-06-302026-07-21

NVO Novo-Nordisk ADR190 shares0.00%2026-06-302026-07-21

Sponsored

UPS United Parcel Svc Inc Cl B83 shares0.00%2026-06-302026-07-21

WFC Wells Fargo & Company103 shares0.00%2026-06-302026-07-21

VYM Vanguard High Dividend Yield Index Fund ETF51 sharesnew addition2026-06-302026-07-21

IHE iShares U.S. Pharmaceuticals ETF81 shares0.00%2026-06-302026-07-21

iShares Core US Aggregate Bond ETF iShares Core US Aggregate Bond ETF78 shares0.00%2026-06-302026-07-21

INTC Intel Corp55 shares-47.62%2026-06-302026-07-21

IR Ingersoll Rand Co92 shares0.00%2026-06-302026-07-21

RIO Rio Tinto PLC Sponsored ADR78 shares0.00%2026-06-302026-07-21

Sponsored

CMCSA Comcast Corp Class A300 shares0.00%2026-06-302026-07-21

BTC Grayscale Bitcoin Mini Trust ETF280 sharesnew addition2026-06-302026-07-21

OTIS Otis Worldwide Corp Common100 shares0.00%2026-06-302026-07-21

IUSG Ishares Tr Core S&P U S Growth ETF35 sharesnew addition2026-06-302026-07-21

IAU iShares Gold Trust ETF84 shares0.00%2026-06-302026-07-21

GM General Motors Co80 shares0.00%2026-06-302026-07-21

STLA Stellantis NV1.1K sharesnew addition2026-06-302026-07-21

TT Trane Technologies PLC12 shares0.00%2026-06-302026-07-21

Sponsored

Rivian Automotive Inc Rivian Automotive Inc330 shares0.00%2026-06-302026-07-21

UL Unilever PLC ADR91 shares0.00%2026-06-302026-07-21

BE Bloom Energy Corp Ordinary Shares - Class A18 shares0.00%2026-06-302026-07-21

SCZ iShares MSCI EAFE Small-Cap ETF58 shares0.00%2026-06-302026-07-21

HAL Halliburton Co138 shares0.00%2026-06-302026-07-21

IBIT Ishares Bitcoin Trust ETF137 shares-76.90%2026-06-302026-07-21

IUSV iShares Core S&P US Value ETF41 sharesnew addition2026-06-302026-07-21

DFIS Dimensional International Small Cap ETF125 sharesnew addition2026-06-302026-07-21

Sponsored

IWR iShares Russell Mid-Cap ETF39 shares0.00%2026-06-302026-07-21

Alibaba Group Holdings - Sp ADR Alibaba Group Holdings - Sp ADR43 shares0.00%2026-06-302026-07-21

PH Parker-Hannifin Corp4 shares0.00%2026-06-302026-07-21

GEV GE Vernova Inc3 shares0.00%2026-06-302026-07-21

YUM Yum Brands Inc22 shares0.00%2026-06-302026-07-21

ANET Arista Networks Inc16 shares0.00%2026-06-302026-07-21

TDG TransDigm Group Inc2 shares0.00%2026-06-302026-07-21

CME CME Group Inc Common12 shares0.00%2026-06-302026-07-21

Sponsored

SONY Sony Corp115 shares0.00%2026-06-302026-07-21

RSG Republic Services, Inc10 shares0.00%2026-06-302026-07-21

HLN Haleon PLC ADR Rep 2210 shares0.00%2026-06-302026-07-21

ORLY O Reilly Automotive Inc19 shares0.00%2026-06-302026-07-21

T AT&T Inc77 shares-82.13%2026-06-302026-07-21

XYZ Block Inc17 shares-52.78%2026-06-302026-07-21

VLTO Veralto Corp9 shares0.00%2026-06-302026-07-21

VSNT Versant Media Group Inc12 shares0.00%2026-06-302026-07-21

Sponsored

MICC Magnum Ice Cream Company NV20 shares0.00%2026-06-302026-07-21

USHY iShares Broad USD High Yield Corporate Bond ETF9 shares0.00%2026-06-302026-07-21

SOLS Solstice Advanced Materials Inc2 shares-66.67%2026-06-302026-07-21

IWS MFC IShares TR Russell Mid-Cap Value ETF1 shares0.00%2026-06-302026-07-21

VEA

Vanguard FTSE Developed Markets ETF

7.84%

Shares323.6K

Event2026-06-30

Filed2026-07-21

SCHV

Schwab Strategic Tr US Large-Cap Value ETF

9.22%

Shares585.5K

Event2026-06-30

Filed2026-07-21

VOO

Vanguard Index Funds S&P 500 ETF

7.30%

Shares26.3K

Event2026-06-30

Filed2026-07-21

IJH

iShares Tr S&P Midcap 400 ETF

9.19%

Shares193.6K

Event2026-06-30

Filed2026-07-21

IWY

iShares Tr Russell Top 200 Growth ETF

9.35%

Shares41.2K

Event2026-06-30

Filed2026-07-21

AAPL

Apple Computer Inc

0.94%

Shares25.9K

Event2026-06-30

Filed2026-07-21

AMZN

Amazon.com Inc

-1.40%

Shares29.6K

Event2026-06-30

Filed2026-07-21

MSFT

Microsoft Corp

13.10%

Shares18.2K

Event2026-06-30

Filed2026-07-21

NVDA

Nvidia Corp

3.55%

Shares32.3K

Event2026-06-30

Filed2026-07-21

VWO

Vanguard FTSE Emerging Markets ETF

9.62%

Shares100.7K

Event2026-06-30

Filed2026-07-21

GOOGL

Alphabet Inc Cap Stock Cl A

-7.74%

Shares14.0K

Event2026-06-30

Filed2026-07-21

JPMorgan Chase & Co

23.79%

Shares14.1K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR Portfolio Developed World Ex-US ETF

0.00%

Shares86.8K

Event2026-06-30

Filed2026-07-21

IJR

iShares Core S&P Smallcap 600 Index ETF

2.11%

Shares28.8K

Event2026-06-30

Filed2026-07-21

Citigroup Inc

-0.03%

Shares30.3K

Event2026-06-30

Filed2026-07-21

Broadcom Inc

-18.19%

Shares10.2K

Event2026-06-30

Filed2026-07-21

iShares Core MSCI EAFE ETF

0.49%

Shares34.2K

Event2026-06-30

Filed2026-07-21

SPDR S&P 500 ETF

-1.79%

Shares4.3K

Event2026-06-30

Filed2026-07-21

VNQ

Vanguard REIT ETF

10.99%

Shares27.4K

Event2026-06-30

Filed2026-07-21

Cisco Systems Inc

-5.35%

Shares22.5K

Event2026-06-30

Filed2026-07-21

iShares Core S&P 500 ETF

0.29%

Shares3.5K

Event2026-06-30

Filed2026-07-21

AbbVie Inc

3.06%

Shares10.2K

Event2026-06-30

Filed2026-07-21

LLY

Eli Lilly & Co

51.79%

Shares2.0K

Event2026-06-30

Filed2026-07-21

UNP

Union Pacific Corp

2.46%

Shares8.9K

Event2026-06-30

Filed2026-07-21

BRK.B

Berkshire Hathaway Inc Class B

25.25%

Shares4.8K

Event2026-06-30

Filed2026-07-21

Exxon Mobil Corp

0.07%

Shares17.1K

Event2026-06-30

Filed2026-07-21

Meta Platforms Inc (formerly Facebook Inc)

24.67%

Shares4.0K

Event2026-06-30

Filed2026-07-21

GOOG

Alphabet Inc Cap Stock Cl C

11.38%

Shares6.2K

Event2026-06-30

Filed2026-07-21

MRK

Merck & Co Inc

-0.65%

Shares16.4K

Event2026-06-30

Filed2026-07-21

Ameriprise Financial Corp

6.90%

Shares4.5K

Event2026-06-30

Filed2026-07-21

Visa Inc

10.81%

Shares5.8K

Event2026-06-30

Filed2026-07-21

CAT

Caterpillar Inc

-15.41%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WMB

Williams Companies

-3.79%

Shares25.4K

Event2026-06-30

Filed2026-07-21

Home Depot

4.67%

Shares5.3K

Event2026-06-30

Filed2026-07-21

TSLA

Tesla Motors Inc

6.21%

Shares4.3K

Event2026-06-30

Filed2026-07-21

Procter & Gamble Co

3.12%

Shares12.4K

Event2026-06-30

Filed2026-07-21

MCD

McDonalds Corp

5.39%

Shares6.3K

Event2026-06-30

Filed2026-07-21

RSP

Invesco S&P 500 Equal Weight ETF

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-21

Medtronic Hldg Ltd

17.10%

Shares19.6K

Event2026-06-30

Filed2026-07-21

JNJ

Johnson & Johnson Inc

-3.36%

Shares6.0K

Event2026-06-30

Filed2026-07-21

Costco Wholesale Corp

3.35%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PEP

Pepsico Inc

4.08%

Shares10.3K

Event2026-06-30

Filed2026-07-21

DLR

Digital Realty Tr Inc

-0.17%

Shares7.7K

Event2026-06-30

Filed2026-07-21

DGX

Quest Diagnostics Inc

2.97%

Shares6.4K

Event2026-06-30

Filed2026-07-21

Philip Morris Inc

1.08%

Shares7.3K

Event2026-06-30

Filed2026-07-21

ALL

Allstate Corporation

6.20%

Shares5.5K

Event2026-06-30

Filed2026-07-21

QUAL

Ishares MSCI USA Quality Factor ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-21

NVS

Novartis AG ADR

0.40%

Shares8.3K

Event2026-06-30

Filed2026-07-21

LMT

Lockheed Martin Corp

1.47%

Shares2.6K

Event2026-06-30

Filed2026-07-21

IWD

Ishares Russell 1000 Value ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-21

WMT

Wal-Mart Stores Inc

1.72%

Shares11.0K

Event2026-06-30

Filed2026-07-21

ETN

Eaton Corp

4.64%

Shares2.9K

Event2026-06-30

Filed2026-07-21

Morgan Stanley

-0.09%

Shares5.8K

Event2026-06-30

Filed2026-07-21

QCOM

Qualcomm Inc

-16.56%

Shares6.5K

Event2026-06-30

Filed2026-07-21

SHOP

Shopify Inc

0.09%

Shares10.3K

Event2026-06-30

Filed2026-07-21

PLD

Prologis Inc Reit

-0.36%

Shares8.6K

Event2026-06-30

Filed2026-07-21

SBUX

Starbucks Corp

0.45%

Shares11.2K

Event2026-06-30

Filed2026-07-21

Nextera Energy Inc

-4.27%

Shares12.4K

Event2026-06-30

Filed2026-07-21

FITB

Fifth Third Bancorp

0.87%

Shares19.1K

Event2026-06-30

Filed2026-07-21

GLW

Corning Inc

-35.11%

Shares4.2K

Event2026-06-30

Filed2026-07-21

Vanguard Total Stock Market Index Fund ETF

736.18%

Shares2.8K

Event2026-06-30

Filed2026-07-21

HBAN

Huntington Bancshares Inc Corp Common

9.35%

Shares58.2K

Event2026-06-30

Filed2026-07-21

IWF

iShares Tr Russell 1000 Growth ETF

277.98%

Shares8.3K

Event2026-06-30

Filed2026-07-21

ABT

Abbott Laboratories

-0.45%

Shares11.3K

Event2026-06-30

Filed2026-07-21

FDX

FedEx Corp

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

Verizon Communications

-1.12%

Shares23.5K

Event2026-06-30

Filed2026-07-21

BKNG

Booking Holdings

2615.20%

Shares5.5K

Event2026-06-30

Filed2026-07-21

CVX

Chevron Texaco Corp

-15.34%

Shares5.8K

Event2026-06-30

Filed2026-07-21

CIBR

First Trust Nasdaq Cybersecurity ETF

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-21

TC Energy Corp

-5.12%

Shares13.9K

Event2026-06-30

Filed2026-07-21

RTX Corporation (Formerly Raytheon Technologies)

2.82%

Shares4.7K

Event2026-06-30

Filed2026-07-21

Blackstone Inc

8.20%

Shares7.4K

Event2026-06-30

Filed2026-07-21

TGT

Target Corporation

-1.05%

Shares6.7K

Event2026-06-30

Filed2026-07-21

SLYV

SPDR S&P 600 Small Cap Value ETF

-2.15%

Shares8.0K

Event2026-06-30

Filed2026-07-21

APD

Air Products & Chemicals Inc

1.02%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BSCQ

Invesco Bulletshares 2026 Corporate Bond ETF

-3.26%

Shares44.6K

Event2026-06-30

Filed2026-07-21

Chubb Ltd Ord

6.35%

Shares2.5K

Event2026-06-30

Filed2026-07-21

BSCR

Invesco Bulletshares 2027 Corporate Bond ETF

0.00%

Shares42.9K

Event2026-06-30

Filed2026-07-21

TFC

Truist Financial Corp

1.50%

Shares16.1K

Event2026-06-30

Filed2026-07-21

AEP

American Electric Power Co Inc

0.20%

Shares5.6K

Event2026-06-30

Filed2026-07-21

PNC

PNC Financial Services Group

8.79%

Shares3.0K

Event2026-06-30

Filed2026-07-21

TEL

TE Connectivity PLC Registered Shares

7.75%

Shares3.6K

Event2026-06-30

Filed2026-07-21

ENB

Enbridge Inc

-0.89%

Shares13.3K

Event2026-06-30

Filed2026-07-21

ECL

Ecolab Inc

7.31%

Shares2.6K

Event2026-06-30

Filed2026-07-21

COP

Conoco Phillips

2.09%

Shares6.8K

Event2026-06-30

Filed2026-07-21

PRU

Prudential Financial

1.84%

Shares6.5K

Event2026-06-30

Filed2026-07-21

TMO

Thermo Fisher Scientific

11.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ITA

iShares Dow Jones US Aerospace and Defense Index Fund ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

LRCX

Lam Research Corp. Ordinary Shares

-7.84%

Shares1.4K

Event2026-06-30

Filed2026-07-21

NOC

Northrop Grumman Corp

8.43%

Shares1.2K

Event2026-06-30

Filed2026-07-21

PANW

Palo Alto Networks Inc Common

-3.21%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ITOT

Ishares Core S&P Total US Stock Market ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

BSMR

Invesco Bulletshares 2027 Municipal Bond ETF

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-21

QQQ

Invesco QQQ Trust Series 1 ETF

1.51%

Shares741

Event2026-06-30

Filed2026-07-21

CRM

Salesforce Inc

11.85%

Shares3.3K

Event2026-06-30

Filed2026-07-21

CMI

Cummins Inc

111.66%

Shares726

Event2026-06-30

Filed2026-07-21

BSCS

Invesco Bulletshares 2028 Corporate Bond ETF

0.00%

Shares25.2K

Event2026-06-30

Filed2026-07-21

SNA

Snap-On Tools Corp

1.39%

Shares1.2K

Event2026-06-30

Filed2026-07-21

AMGN

Amgen Inc

-2.54%

Shares1.3K

Event2026-06-30

Filed2026-07-21

DSI

iShares MSCI KLD 400 Social Index ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

BSMQ

Invesco Bulletshares 2026 Municipal Bond ETF

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-21

Accenture PLC

81.43%

Shares3.6K

Event2026-06-30

Filed2026-07-21

DUK

Duke Energy Corp

1.59%

Shares3.5K

Event2026-06-30

Filed2026-07-21

HAS

Hasbro Inc

0.67%

Shares5.4K

Event2026-06-30

Filed2026-07-21

IHDG

Wisdomtree International Hedged Qual Dividend Growth ETF

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-21

DVY

iShares Select Dividend ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

BSCY

Invesco Bulletshares 2034 Corporate Bond ETF

16.10%

Shares19.1K

Event2026-06-30

Filed2026-07-21

ISRG

Intuitive Surgical Inc

5.68%

Shares949

Event2026-06-30

Filed2026-07-21

ASML

ASML Holdings NV ADR

1.61%

Shares189

Event2026-06-30

Filed2026-07-21

ARM

Arm Holdings PLC ADR

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

IWM

iShares Russell 2000 Index

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

BSMS

Invesco Bulletshares 2028 Municipal Bond ETF

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-21

XYL

Xylem Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

AMT

American Tower Corp

8.37%

Shares2.2K

Event2026-06-30

Filed2026-07-21

Palantir Technologies Inc

181.52%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BSCV

Invesco Bulletshares 2031 Corporate Bond ETF

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-21

DHR

Danaher Corp

17.48%

Shares1.8K

Event2026-06-30

Filed2026-07-21

BSCT

Invesco Bulletshares 2029 Corporate Bond ETF

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-21

BSCZ

Invesco Bulletshares 2035 Corporate Bond ETF

19.88%

Shares16.1K

Event2026-06-30

Filed2026-07-21

FTV

Fortive Corp

13.43%

Shares5.3K

Event2026-06-30

Filed2026-07-21

BSCX

Invesco BulletShares 2033 Corporate Bond ETF

10.32%

Shares15.2K

Event2026-06-30

Filed2026-07-21

BSCW

Invesco Bulletshares 2032 Corporate Bond ETF

10.37%

Shares15.6K

Event2026-06-30

Filed2026-07-21

Adobe Systems Inc

9.62%

Shares1.5K

Event2026-06-30

Filed2026-07-21

GCOW

Pacer Funds Trust Global Cash Cows Dividend ETF

New

Shares6.8K

Event2026-06-30

Filed2026-07-21

COWZ

Pacer Funds Trust US Cash Cows 100 ETF

New

Shares4.7K

Event2026-06-30

Filed2026-07-21

Datadog Inc Cl A

2.78%

Shares1.1K

Event2026-06-30

Filed2026-07-21

Mastercard Inc

-5.58%

Shares558

Event2026-06-30

Filed2026-07-21

Unitedhealth Group Inc

150.73%

Shares687

Event2026-06-30

Filed2026-07-21

APH

Amphenol Corp

2.62%

Shares1.6K

Event2026-06-30

Filed2026-07-21

VCIT

Vanguard Intermediate Term Corporate Bond ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

HIMU

iShares High Yield Muni Active ETF

40.16%

Shares5.4K

Event2026-06-30

Filed2026-07-21

Coca Cola Co

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

BSCU

Invesco Bulletshares 2030 Corporate Bond ETF

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-21

SCHD

Schwab US Dividend Equity ETF

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-21

Netflix, Inc.

0.22%

Shares3.6K

Event2026-06-30

Filed2026-07-21

ODFL

Old Dominion Freight Lines

1.99%

Shares1.2K

Event2026-06-30

Filed2026-07-21

XLE

Energy Select Sector SPDR ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-21

BSMT

Invesco Bulletshares 2029 Municipal Bond ETF

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

MNST

Monster Beverage Corp

19.42%

Shares2.6K

Event2026-06-30

Filed2026-07-21

PKG

Packaging Corp of America

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

Zoetis Inc Class A

20.42%

Shares3.4K

Event2026-06-30

Filed2026-07-21

EBAY

Ebay Inc

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

AFL

AFLAC Inc

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

Servicenow Inc

-0.47%

Shares2.1K

Event2026-06-30

Filed2026-07-21

SDY

SPDR S&P Dividend ETF

-43.69%

Shares1.4K

Event2026-06-30

Filed2026-07-21

CTAS

Cintas Corp

12.64%

Shares1.2K

Event2026-06-30

Filed2026-07-21

BAC

Bankamerica Corp

-0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-21

KKR

KKR & Company Inc

2.32%

Shares2.1K

Event2026-06-30

Filed2026-07-21

Quanta Services Inc

6.80%

Shares267

Event2026-06-30

Filed2026-07-21

Idexx Laboratories, Inc

10.61%

Shares365

Event2026-06-30

Filed2026-07-21

URI

United Rentals Inc

3.70%

Shares168

Event2026-06-30

Filed2026-07-21

VUG

Vanguard Growth Index Fund ETF

500.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

PGR

Progressive Corp

116.88%

Shares835

Event2026-06-30

Filed2026-07-21

SHW

Sherwin-Williams Company

2.13%

Shares528

Event2026-06-30

Filed2026-07-21

SYK

Stryker Corp

6.42%

Shares564

Event2026-06-30

Filed2026-07-21

Applied Materials Inc

2.51%

Shares245

Event2026-06-30

Filed2026-07-21

BSMU

Invesco Bulletshares 2030 Municipal Bond ETF

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-21

SNPS

Synopsys Inc

2.93%

Shares386

Event2026-06-30

Filed2026-07-21

ESML

Ishares Trust ESG Aware MSCI USA Small-Cap ETF

New

Shares3.1K

Event2026-06-30

Filed2026-07-21

MXI

iShares S&P Global Materials Index ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

LECO

Lincoln Electric Holdings Inc

3.27%

Shares632

Event2026-06-30

Filed2026-07-21

MPWR

Monolithic Power Systems Inc

-34.10%

Shares114

Event2026-06-30

Filed2026-07-21

AVDE

Avantis International Equity ETF

651.32%

Shares1.7K

Event2026-06-30

Filed2026-07-21

TSM

Taiwan Semiconductor Manufacturing Co Ltd ADR

62.09%

Shares295

Event2026-06-30

Filed2026-07-21

HOOD

Robinhood Markets Inc

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

SCHW

Charles Schwab Corp

-1.57%

Shares1.4K

Event2026-06-30

Filed2026-07-21

VXUS

Vanguard Total International Stock ETF

22.99%

Shares1.5K

Event2026-06-30

Filed2026-07-21

SCHG

Schwab US Large-Cap Growth ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

SRLN

SPDR Blackstone Senior Loan ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

FTI

Technipfmc PLC

New

Shares1.7K

Event2026-06-30

Filed2026-07-21

VSGX

Vanguard ESG International Stock ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

WING

Wingstop Inc

30.52%

Shares556

Event2026-06-30

Filed2026-07-21

VGT

Vanguard Information Technology ETF

477.78%

Shares728

Event2026-06-30

Filed2026-07-21

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

-20.66%

Shares1.1K

Event2026-06-30

Filed2026-07-21

BLK

Blackrock Inc

-2.25%

Shares87

Event2026-06-30

Filed2026-07-21

PWV

Invesco Large Cap Value ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SYY

Sysco Corp

0.00%

Shares897

Event2026-06-30

Filed2026-07-21

MBB

iShares Barclays MBS Bond ETF

0.00%

Shares761

Event2026-06-30

Filed2026-07-21

Vanguard Russell 2000 ETF

0.00%

Shares589

Event2026-06-30

Filed2026-07-21

CASY

Casey's General Stores Inc

-55.38%

Shares87

Event2026-06-30

Filed2026-07-21

Curtiss-Wright Corp

0.00%

Shares86

Event2026-06-30

Filed2026-07-21

ETR

Entergy Corp

0.00%

Shares558

Event2026-06-30

Filed2026-07-21

AVUS

Avantis U.S. Equity ETF

New

Shares500

Event2026-06-30

Filed2026-07-21

GBTC

Grayscale Bitcoin Trust

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

Vanguard Mid-Cap Index Fund ETF

361.54%

Shares780

Event2026-06-30

Filed2026-07-21

ESGV

Vanguard ESG US Stock ETF

0.00%

Shares458

Event2026-06-30

Filed2026-07-21

EFA

iShares MSCI EAFE ETF

0.00%

Shares576

Event2026-06-30

Filed2026-07-21

PYPL

PayPal Holdings Inc

-84.37%

Shares1.4K

Event2026-06-30

Filed2026-07-21

HDV

Ishares Core High Dividend ETF

401.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

GOVT

Ishares Trust U.S. Treasury Bond ETF

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

CSX

CSX Corp

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

USMV

iShares MSCI USA Min Vol Factor ETF

0.00%

Shares541

Event2026-06-30

Filed2026-07-21

Deere and Co

-30.43%

Shares80

Event2026-06-30

Filed2026-07-21

VIG

Vanguard Dividend Appreciation Index Fund ETF

0.00%

Shares214

Event2026-06-30

Filed2026-07-21

JEPI

JPMorgan Equity Premium Income ETF

New

Shares891

Event2026-06-30

Filed2026-07-21

Goldman Sachs Group

0.00%

Shares49

Event2026-06-30

Filed2026-07-21

IXUS

Ishares Core MSCI Total International Stock ETF

0.00%

Shares449

Event2026-06-30

Filed2026-07-21

Canadian Pacific Kansas City Ltd

0.00%

Shares492

Event2026-06-30

Filed2026-07-21

BND

Vanguard Total Bond Market ETF

0.00%

Shares550

Event2026-06-30

Filed2026-07-21

SLB

Schlumberger LTD

0.00%

Shares868

Event2026-06-30

Filed2026-07-21

EEMV

Ishares MSCI Emerging Markets Min Vol Factor ETF

0.00%

Shares536

Event2026-06-30

Filed2026-07-21

CHD

Church & Dwight Co Inc

0.00%

Shares413

Event2026-06-30

Filed2026-07-21

Travelers Companies

0.00%

Shares121

Event2026-06-30

Filed2026-07-21

EMR

Emerson Electric Co

0.00%

Shares277

Event2026-06-30

Filed2026-07-21

AVSC

Avantis U.S Small Cap Equity ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-21

PNW

Pinnacle West Cap Corp

0.00%

Shares341

Event2026-06-30

Filed2026-07-21

GILD

Gilead Sciences Inc

0.00%

Shares270

Event2026-06-30

Filed2026-07-21

Vanguard Small-Cap Index Fund ETF

-26.32%

Shares112

Event2026-06-30

Filed2026-07-21

VGK

Vanguard FTSE Europe ETF

0.00%

Shares357

Event2026-06-30

Filed2026-07-21

Southern Co

0.00%

Shares319

Event2026-06-30

Filed2026-07-21

Freeport-McMoran Copper & Gold Inc

0.00%

Shares474

Event2026-06-30

Filed2026-07-21

AXP

American Express Co

0.00%

Shares88

Event2026-06-30

Filed2026-07-21

IMCG

Ishares Morningstar Mid-Cap Growth ETF

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

VONV

Vanguard Russell 1000 Value Index ETF

0.00%

Shares269

Event2026-06-30

Filed2026-07-21

IDEV

Ishares MSCI International Developed Markets ETF

0.00%

Shares307

Event2026-06-30

Filed2026-07-21

HEFA

iShares Currency Hedged MSCI EAFE ETF

0.00%

Shares580

Event2026-06-30

Filed2026-07-21

Waste Management Inc. Com

-37.82%

Shares120

Event2026-06-30

Filed2026-07-21

PFG

Principal Financial Group

-12.06%

Shares248

Event2026-06-30

Filed2026-07-21

USB

US Bancorp

0.00%

Shares438

Event2026-06-30

Filed2026-07-21

Labcorp Holdings Inc

0.00%

Shares92

Event2026-06-30

Filed2026-07-21

UBS

UBS Group Ag Registered Shares

0.00%

Shares509

Event2026-06-30

Filed2026-07-21

ELS

Equity Lifestyle Properties Inc

0.00%

Shares379

Event2026-06-30

Filed2026-07-21

VONG

Vanguard Russell 1000 Growth Index ETF

0.00%

Shares189

Event2026-06-30

Filed2026-07-21

DIS

Disney Co

0.00%

Shares246

Event2026-06-30

Filed2026-07-21

SMH

Vaneck Trust Semiconductor ETF

0.00%

Shares36

Event2026-06-30

Filed2026-07-21

VMI

Valmont Industries, Inc

0.00%

Shares40

Event2026-06-30

Filed2026-07-21

BDX

Becton Dickinson & Co

0.00%

Shares142

Event2026-06-30

Filed2026-07-21

ADI

Analog Devices Inc

0.00%

Shares52

Event2026-06-30

Filed2026-07-21

Regions Financial

0.00%

Shares664

Event2026-06-30

Filed2026-07-21

CRL

Charles River Laboratories International Inc

0.00%

Shares86

Event2026-06-30

Filed2026-07-21

CARR

Carrier Global Corp

0.00%

Shares265

Event2026-06-30

Filed2026-07-21

Oracle Corp

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

BMY

Bristol Myers Squibb Co

0.00%

Shares322

Event2026-06-30

Filed2026-07-21

MGA

Magna Int'l Inc Cl A

0.00%

Shares267

Event2026-06-30

Filed2026-07-21

Glaxosmithkline PLC ADR

0.00%

Shares324

Event2026-06-30

Filed2026-07-21

LKQ

LKQ Corp

0.00%

Shares630

Event2026-06-30

Filed2026-07-21

IUSB

iShares Core Total USD Bond Market ETF

0.00%

Shares353

Event2026-06-30

Filed2026-07-21

LIN

Linde PLC Corp

-58.11%

Shares31

Event2026-06-30

Filed2026-07-21

JMTG

JPMorgan Mortgage-Backed Securities ETF

New

Shares304

Event2026-06-30

Filed2026-07-21

TJX

TJX Companies Inc

-42.94%

Shares93

Event2026-06-30

Filed2026-07-21

BAH

Booz Allen Hamilton Holding Corp

0.00%

Shares230

Event2026-06-30

Filed2026-07-21

FIS

Fidelity National Information Services Inc

0.00%

Shares350

Event2026-06-30

Filed2026-07-21

VGIT

Vanguard Intermediate Term Treasury ETF

0.00%

Shares230

Event2026-06-30

Filed2026-07-21

IEMG

iShares Core MSCI Emerging Markets ETF

0.00%

Shares163

Event2026-06-30

Filed2026-07-21

COF

Capital One Financial Corp

-26.37%

Shares67

Event2026-06-30

Filed2026-07-21

PAVE

Global X US Infrastructure Development ETF

0.00%

Shares226

Event2026-06-30

Filed2026-07-21

3M Company

0.00%

Shares81

Event2026-06-30

Filed2026-07-21

INTU

Intuit Inc

-80.24%

Shares50

Event2026-06-30

Filed2026-07-21

UHAL.B

U-Haul Holding Co Ser N - Non Voting

0.00%

Shares220

Event2026-06-30

Filed2026-07-21

NOK

ADR Nokia Corp

New

Shares951

Event2026-06-30

Filed2026-07-21

PSX

Phillips 66 Com

0.00%

Shares74

Event2026-06-30

Filed2026-07-21

TTE

TotalEnergies SE

0.00%

Shares158

Event2026-06-30

Filed2026-07-21

NUE

Nucor Corp

New

Shares55

Event2026-06-30

Filed2026-07-21

NLR

Vaneck Trust Uranium Nuclear Energy ETF

New

Shares102

Event2026-06-30

Filed2026-07-21

AVY

Avery Dennison Corp

0.00%

Shares70

Event2026-06-30

Filed2026-07-21

State Street SPDR Portfolio S&P 500 ETF

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

RBLX

Roblox Corporation

-79.98%

Shares205

Event2026-06-30

Filed2026-07-21

Johnson Controls International PLC

0.00%

Shares73

Event2026-06-30

Filed2026-07-21

ING

ING Groep ADR

0.00%

Shares319

Event2026-06-30

Filed2026-07-21

SON

Sonoco Products Co

0.00%

Shares170

Event2026-06-30

Filed2026-07-21

TXN

Texas Instruments Inc

0.00%

Shares32

Event2026-06-30

Filed2026-07-21

SHEL

Shell PLC ADR

0.00%

Shares122

Event2026-06-30

Filed2026-07-21

VTV

Vanguard Value Index ETF

0.00%

Shares43

Event2026-06-30

Filed2026-07-21

NVO

Novo-Nordisk ADR

0.00%

Shares190

Event2026-06-30

Filed2026-07-21

UPS

United Parcel Svc Inc Cl B

0.00%

Shares83

Event2026-06-30

Filed2026-07-21

WFC

Wells Fargo & Company

0.00%

Shares103

Event2026-06-30

Filed2026-07-21

VYM

Vanguard High Dividend Yield Index Fund ETF

New

Shares51

Event2026-06-30

Filed2026-07-21

IHE

iShares U.S. Pharmaceuticals ETF

0.00%

Shares81

Event2026-06-30

Filed2026-07-21

iShares Core US Aggregate Bond ETF

0.00%

Shares78

Event2026-06-30

Filed2026-07-21

INTC

Intel Corp

-47.62%

Shares55

Event2026-06-30

Filed2026-07-21

Ingersoll Rand Co

0.00%

Shares92

Event2026-06-30

Filed2026-07-21

RIO

Rio Tinto PLC Sponsored ADR

0.00%

Shares78

Event2026-06-30

Filed2026-07-21

CMCSA

Comcast Corp Class A

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

BTC

Grayscale Bitcoin Mini Trust ETF

New

Shares280

Event2026-06-30

Filed2026-07-21

OTIS

Otis Worldwide Corp Common

0.00%

Shares100

Event2026-06-30

Filed2026-07-21

IUSG

Ishares Tr Core S&P U S Growth ETF

New

Shares35

Event2026-06-30

Filed2026-07-21

IAU

iShares Gold Trust ETF

0.00%

Shares84

Event2026-06-30

Filed2026-07-21

General Motors Co

0.00%

Shares80

Event2026-06-30

Filed2026-07-21

STLA

Stellantis NV

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

Trane Technologies PLC

0.00%

Shares12

Event2026-06-30

Filed2026-07-21

Rivian Automotive Inc

0.00%

Shares330

Event2026-06-30

Filed2026-07-21

Unilever PLC ADR

0.00%

Shares91

Event2026-06-30

Filed2026-07-21

Bloom Energy Corp Ordinary Shares - Class A

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

SCZ

iShares MSCI EAFE Small-Cap ETF

0.00%

Shares58

Event2026-06-30

Filed2026-07-21

HAL

Halliburton Co

0.00%

Shares138

Event2026-06-30

Filed2026-07-21

IBIT

Ishares Bitcoin Trust ETF

-76.90%

Shares137

Event2026-06-30

Filed2026-07-21

IUSV

iShares Core S&P US Value ETF

New

Shares41

Event2026-06-30

Filed2026-07-21

DFIS

Dimensional International Small Cap ETF

New

Shares125

Event2026-06-30

Filed2026-07-21

IWR

iShares Russell Mid-Cap ETF

0.00%

Shares39

Event2026-06-30

Filed2026-07-21

Alibaba Group Holdings - Sp ADR

0.00%

Shares43

Event2026-06-30

Filed2026-07-21

Parker-Hannifin Corp

0.00%

Shares4

Event2026-06-30

Filed2026-07-21

GEV

GE Vernova Inc

0.00%

Shares3

Event2026-06-30

Filed2026-07-21

YUM

Yum Brands Inc

0.00%

Shares22

Event2026-06-30

Filed2026-07-21

ANET

Arista Networks Inc

0.00%

Shares16

Event2026-06-30

Filed2026-07-21

TDG

TransDigm Group Inc

0.00%

Shares2

Event2026-06-30

Filed2026-07-21

CME

CME Group Inc Common

0.00%

Shares12

Event2026-06-30

Filed2026-07-21

SONY

Sony Corp

0.00%

Shares115

Event2026-06-30

Filed2026-07-21

RSG

Republic Services, Inc

0.00%

Shares10

Event2026-06-30

Filed2026-07-21

HLN

Haleon PLC ADR Rep 2

0.00%

Shares210

Event2026-06-30

Filed2026-07-21

ORLY

O Reilly Automotive Inc

0.00%

Shares19

Event2026-06-30

Filed2026-07-21

AT&T Inc

-82.13%

Shares77

Event2026-06-30

Filed2026-07-21

XYZ

Block Inc

-52.78%

Shares17

Event2026-06-30

Filed2026-07-21

VLTO

Veralto Corp

0.00%

Shares9

Event2026-06-30

Filed2026-07-21

VSNT

Versant Media Group Inc

0.00%

Shares12

Event2026-06-30

Filed2026-07-21

MICC

Magnum Ice Cream Company NV

0.00%

Shares20

Event2026-06-30

Filed2026-07-21

USHY

iShares Broad USD High Yield Corporate Bond ETF

0.00%

Shares9

Event2026-06-30

Filed2026-07-21

SOLS

Solstice Advanced Materials Inc

-66.67%

Shares2

Event2026-06-30

Filed2026-07-21

IWS

MFC IShares TR Russell Mid-Cap Value ETF

0.00%

Shares1

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available