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The Analysis of ANGELES WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, ANGELES WEALTH MANAGEMENT, LLC holds 628 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in MGK (+2.3M shares, valued at $202.1M), N/A (+551.3K shares, valued at $42.9M), VUG (+130.3K shares, valued at $11.2M); decreased their positions in URTH (-5.1K shares, valued at $1.0M), N/A (-1.3K shares, valued at $719.9K), N/A (-6.1K shares, valued at $674.9K); initiated new positions in FLOT (+28.6K shares, valued at $1.5M), N/A (+109.4K shares, valued at $1.3M), N/A (+5.1K shares, valued at $1.2M).

1M P&L

+72.6M+3.59%

3M P&L

+34.8M+1.69%

HY P&L

-783.1M-27.23%

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

74.5%

2Semiconductors68.8M

3.5%

3Consumer Electronics56.3M

2.8%

Top Industries by Stock Count

1N/A222 stocks

40.4%

2Software - Application15 stocks

2.7%

3Banks - Regional13 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGK VANGUARD WORLD FD2.9M shares402.39%2026-06-302026-07-28

VT VANGUARD INTL EQUITY INDEX F1.5M shares2.88%2026-06-302026-07-28

VXUS VANGUARD STAR FDS1.7M shares4.72%2026-06-302026-07-28

SPYV SPDR SERIES TRUST2.3M shares5.14%2026-06-302026-07-28

VOO VANGUARD INDEX FDS167.4K shares1.91%2026-06-302026-07-28

MUB ISHARES TR778.7K shares1.45%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR2.4M shares2.80%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F817.3K shares4.73%2026-06-302026-07-28

Sponsored

AAPL APPLE INC193.6K shares6.16%2026-06-302026-07-28

VTV VANGUARD INDEX FDS248.9K shares0.19%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T606.5K shares997.82%2026-06-302026-07-28

MSFT MICROSOFT CORP103.1K shares6.17%2026-06-302026-07-28

NVDA NVIDIA CORPORATION177.1K shares4.43%2026-06-302026-07-28

EWJ ISHARES INC360.7K shares5.58%2026-06-302026-07-28

AMZN AMAZON COM INC118.5K shares18.67%2026-06-302026-07-28

SJNK SPDR SERIES TRUST1.1M shares1.71%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC72.5K shares14.64%2026-06-302026-07-28

URTH ISHARES INC112.6K shares-4.37%2026-06-302026-07-28

GOOG ALPHABET INC58.1K shares10.30%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS122.9K shares-0.15%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS52.4K shares0.57%2026-06-302026-07-28

IXUS ISHARES TR178.4K shares-0.08%2026-06-302026-07-28

BROADCOM INC BROADCOM INC44.9K shares4.82%2026-06-302026-07-28

VUG VANGUARD INDEX FDS156.1K shares503.29%2026-06-302026-07-28

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL26.7K shares7.33%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO38.1K shares6.64%2026-06-302026-07-28

VISA INC VISA INC31.3K shares14.35%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.5K shares6.34%2026-06-302026-07-28

EFA ISHARES TR100.7K shares44.55%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC8.6K shares16.72%2026-06-302026-07-28

LLY ELI LILLY & CO7.9K shares6.28%2026-06-302026-07-28

BKLN INVESCO EXCH TRADED FD TR II443.7K shares-0.29%2026-06-302026-07-28

Sponsored

PFF ISHARES TR284.9K shares-0.24%2026-06-302026-07-28

SHY ISHARES TR104.9K shares10.51%2026-06-302026-07-28

TSLA TESLA INC19.5K shares12.50%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC16.3K shares2.13%2026-06-302026-07-28

IDV ISHARES TR182.0K shares0.00%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC13.2K shares-8.83%2026-06-302026-07-28

TLH ISHARES TR70.6K shares-0.30%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS95.9K shares12.62%2026-06-302026-07-28

Sponsored

ABBVIE INC ABBVIE INC23.4K shares12.82%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON20.7K shares2.18%2026-06-302026-07-28

GLD SPDR GOLD TR14.2K shares52.54%2026-06-302026-07-28

GE GE AEROSPACE13.1K shares-0.86%2026-06-302026-07-28

MRK MERCK & CO INC37.1K shares-1.32%2026-06-302026-07-28

QUANTA SVCS INC QUANTA SVCS INC6.5K shares-5.11%2026-06-302026-07-28

LRCX LAM RESEARCH CORP10.5K shares3.05%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC7.7K shares16.90%2026-06-302026-07-28

Sponsored

PAA PLAINS ALL AMERN PIPELINE L200.9K shares4.21%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED8.7K shares-0.33%2026-06-302026-07-28

HD HOME DEPOT INC12.6K shares-2.08%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO12.8K shares5.13%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F72.6K shares5.96%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP31.6K shares0.25%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS44.0K shares0.00%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC5.9K shares24.57%2026-06-302026-07-28

Sponsored

GEV GE VERNOVA INC3.6K shares5.59%2026-06-302026-07-28

WFC WELLS FARGO & CO50.8K shares0.19%2026-06-302026-07-28

QQQ INVESCO QQQ TR5.5K shares157.93%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC32.2K shares9.20%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-28

IVW ISHARES TR26.3K shares83.51%2026-06-302026-07-28

FRDM EA SERIES TRUST44.5K shares52.01%2026-06-302026-07-28

IWF ISHARES TR25.8K shares297.61%2026-06-302026-07-28

Sponsored

INTC INTEL CORP22.8K shares19.18%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR108.8K shares0.00%2026-06-302026-07-28

SUB ISHARES TR28.7K shares42.17%2026-06-302026-07-28

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD30.4K shares0.33%2026-06-302026-07-28

CTAS CINTAS CORP17.2K shares4.62%2026-06-302026-07-28

WMT WALMART INC25.4K shares2.88%2026-06-302026-07-28

QCOM QUALCOMM INC14.7K shares0.35%2026-06-302026-07-28

CVX CHEVRON CORPORATION16.3K shares3.09%2026-06-302026-07-28

Sponsored

BAC BANK OF AMER CORP47.3K shares3.15%2026-06-302026-07-28

IWM ISHARES TR8.8K shares37.62%2026-06-302026-07-28

ISHARES TR ISHARES TR3.5K shares-3.73%2026-06-302026-07-28

UNP UNION PAC CORP9.6K shares9.48%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO28.4K shares2.29%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.7K shares-5.87%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION13.5K shares-1.95%2026-06-302026-07-28

PEP PEPSICO INC18.7K shares-3.62%2026-06-302026-07-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC5.0K shares2.46%2026-06-302026-07-28

APH AMPHENOL CORP13.8K shares51.60%2026-06-302026-07-28

ETN EATON CORP PLC5.5K shares5.82%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR84.2K shares6.06%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC6.7K shares14.97%2026-06-302026-07-28

TJX TJX COS INC NEW14.7K shares3.29%2026-06-302026-07-28

FNDX SCHWAB STRATEGIC TR70.7K shares0.00%2026-06-302026-07-28

IWD ISHARES TR8.9K shares27.73%2026-06-302026-07-28

Sponsored

AVPT AVEPOINT INC187.5K shares0.00%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO6.2K shares59.12%2026-06-302026-07-28

CAT CATERPILLAR INC1.9K shares9.57%2026-06-302026-07-28

PLAINS GP HLDGS L P PLAINS GP HLDGS L P84.7K shares4.65%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.28.6K shares-0.91%2026-06-302026-07-28

FOXF FOX FACTORY HLDG CORP120.2K shares-0.10%2026-06-302026-07-28

IJH ISHARES TR25.4K shares36.21%2026-06-302026-07-28

ADI ANALOG DEVICES INC4.8K shares13.12%2026-06-302026-07-28

Sponsored

GS GOLDMAN SACHS GROUP INC1.9K shares9.07%2026-06-302026-07-28

CMI CUMMINS INC2.7K shares1.40%2026-06-302026-07-28

PG PROCTER & GAMBLE CO12.8K shares47.85%2026-06-302026-07-28

MCO MOODYS CORP4.1K shares2.97%2026-06-302026-07-28

MCD MCDONALDS CORP6.6K shares-10.04%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC9.7K shares0.08%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.1K shares31.51%2026-06-302026-07-28

GLW CORNING INC6.7K shares36.86%2026-06-302026-07-28

Sponsored

EVR EVERCORE INC4.9K shares0.04%2026-06-302026-07-28

KO COCA COLA CO20.3K shares5.59%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS5.9K shares14.92%2026-06-302026-07-28

F FORD MTR CO118.8K shares0.74%2026-06-302026-07-28

ASML ASML HLDG NV815 shares2.13%2026-06-302026-07-28

MS MORGAN STANLEY7.7K shares-0.12%2026-06-302026-07-28

TXN TEXAS INSTRS INC5.3K shares22.79%2026-06-302026-07-28

ORACLE CORP ORACLE CORP10.7K shares15.62%2026-06-302026-07-28

Sponsored

VLO VALERO ENERGY CORP6.0K shares87.14%2026-06-302026-07-28

VV VANGUARD INDEX FDS4.5K shares3818.26%2026-06-302026-07-28

WHR WHIRLPOOL CORP39.2K shares1.22%2026-06-302026-07-28

LIN LINDE PLC3.0K shares1.13%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC15.4K shares9.94%2026-06-302026-07-28

PII POLARIS INC22.2K shares-1.45%2026-06-302026-07-28

KLAC KLA CORP5.0K shares1107.77%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS6.2K shares2.80%2026-06-302026-07-28

Sponsored

FLOT ISHARES TR28.6K sharesnew addition2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.9K shares-12.22%2026-06-302026-07-28

IWR ISHARES TR13.0K shares64.00%2026-06-302026-07-28

ECG EVERUS CONSTR GROUP8.6K shares0.00%2026-06-302026-07-28

RSG REPUBLIC SVCS INC6.6K shares28.04%2026-06-302026-07-28

IEMG ISHARES INC16.9K shares31.38%2026-06-302026-07-28

BX BLACKSTONE INC11.9K shares-8.83%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC3.5K shares-26.41%2026-06-302026-07-28

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC15.8K shares44.91%2026-06-302026-07-28

DHR DANAHER CORP DEL7.2K shares29.46%2026-06-302026-07-28

HOOD ROBINHOOD MKTS INC13.6K shares3.61%2026-06-302026-07-28

BLK BLACKROCK INC1.4K shares11.40%2026-06-302026-07-28

ISHARES TR ISHARES TR13.5K shares12.08%2026-06-302026-07-28

SNDK SANDISK CORP571 shares36.93%2026-06-302026-07-28

THE REALREAL INC THE REALREAL INC109.4K sharesnew addition2026-06-302026-07-28

SGOV ISHARES TR12.5K shares116.71%2026-06-302026-07-28

Sponsored

IDEV ISHARES TR14.0K shares0.00%2026-06-302026-07-28

LBRT LIBERTY ENERGY INC46.9K shares0.18%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP13.3K shares13.56%2026-06-302026-07-28

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC5.1K sharesnew addition2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR22.6K shares16.33%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO20.8K shares-0.90%2026-06-302026-07-28

CRM SALESFORCE INC7.5K shares40.90%2026-06-302026-07-28

IJR ISHARES TR7.9K shares16.02%2026-06-302026-07-28

Sponsored

LMT LOCKHEED MARTIN CORP2.3K shares8.92%2026-06-302026-07-28

HCA HCA HEALTHCARE INC3.0K shares-0.97%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC6.5K shares2401.16%2026-06-302026-07-28

CRI CARTERS INC27.9K shares-20.77%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR21.0K shares62.02%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL5.0K shares-5.70%2026-06-302026-07-28

COP CONOCOPHILLIPS10.8K shares0.42%2026-06-302026-07-28

CPNG COUPANG INC64.3K shares0.49%2026-06-302026-07-28

Sponsored

EPD ENTERPRISE PRODS PARTNERS L29.7K shares-0.87%2026-06-302026-07-28

ABT ABBOTT LABORATORIES12.0K shares10.99%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.3K shares3.42%2026-06-302026-07-28

DIS DISNEY WALT CO11.1K shares0.52%2026-06-302026-07-28

PGR PROGRESSIVE CORP4.8K shares-17.03%2026-06-302026-07-28

PSX PHILLIPS 666.0K shares1.61%2026-06-302026-07-28

MSI MOTOROLA SOLUTIONS INC2.4K shares-2.25%2026-06-302026-07-28

IAU ISHARES GOLD TR13.3K shares0.00%2026-06-302026-07-28

Sponsored

UBER UBER TECHNOLOGIES INC13.7K shares6.32%2026-06-302026-07-28

ILF ISHARES TR29.1K shares0.00%2026-06-302026-07-28

WMB WILLIAMS COS INC13.1K shares0.38%2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED2.9K shares47.59%2026-06-302026-07-28

C CITIGROUP INC6.9K shares3.40%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW7.6K shares1.13%2026-06-302026-07-28

VST VISTRA CORP6.1K sharesnew addition2026-06-302026-07-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.5K shares55.78%2026-06-302026-07-28

Sponsored

DE DEERE & CO1.5K shares15.81%2026-06-302026-07-28

VNOM VIPER ENERGY INC22.0K sharesnew addition2026-06-302026-07-28

RBLX ROBLOX CORP16.8K sharesnew addition2026-06-302026-07-28

GRW TCW ETF TRUST28.4K shares0.00%2026-06-302026-07-28

VO VANGUARD INDEX FDS11.2K shares364.43%2026-06-302026-07-28

PSA PUBLIC STORAGE2.8K sharesnew addition2026-06-302026-07-28

XLI SELECT SECTOR SPDR TR4.8K shares67.82%2026-06-302026-07-28

SPYG SPDR SERIES TRUST7.4K shares0.00%2026-06-302026-07-28

Sponsored

IVE ISHARES TR3.7K shares68.46%2026-06-302026-07-28

AMGN AMGEN INC2.3K shares-1.96%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP852 shares88.08%2026-06-302026-07-28

LOW LOWES COS INC3.7K shares-13.99%2026-06-302026-07-28

SYK STRYKER CORPORATION2.6K shares31.12%2026-06-302026-07-28

MO ALTRIA GROUP INC11.2K shares1.32%2026-06-302026-07-28

SAFE SAFEHOLD INC51.3K shares0.00%2026-06-302026-07-28

NVO NOVO-NORDISK A S16.9K shares184.29%2026-06-302026-07-28

Sponsored

GUNR FLEXSHARES TR16.4K shares251.91%2026-06-302026-07-28

QQQI NEOS ETF TRUST14.2K sharesnew addition2026-06-302026-07-28

ADOBE INC ADOBE INC3.9K shares3.18%2026-06-302026-07-28

BK BANK OF NY MELLON CORP5.6K shares3.57%2026-06-302026-07-28

GWW WW GRAINGER INC579 shares9.87%2026-06-302026-07-28

VBK VANGUARD INDEX FDS2.1K shares6.27%2026-06-302026-07-28

UAL UNITED AIRLS HLDGS INC5.7K sharesnew addition2026-06-302026-07-28

SPYI NEOS ETF TRUST14.4K sharesnew addition2026-06-302026-07-28

Sponsored

MNST MONSTER BEVERAGE CORP NEW7.8K shares2.61%2026-06-302026-07-28

SMH VANECK ETF TRUST1.1K shares0.00%2026-06-302026-07-28

GILD GILEAD SCIENCES INC5.9K shares-0.27%2026-06-302026-07-28

ZION ZIONS BANCORPORATION NATL AS10.8K shares0.84%2026-06-302026-07-28

RBC RBC BEARINGS INC1.2K shares-4.92%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN3.3K shares49.80%2026-06-302026-07-28

VB VANGUARD INDEX FDS2.4K shares6.30%2026-06-302026-07-28

ANET ARISTA NETWORKS INC4.3K shares1.66%2026-06-302026-07-28

Sponsored

MDU MDU RES GROUP INC34.5K shares0.00%2026-06-302026-07-28

BSX BOSTON SCIENTIFIC CORP17.2K shares140.62%2026-06-302026-07-28

IDEXX LABS INC IDEXX LABS INC1.4K shares0.72%2026-06-302026-07-28

EOLS EVOLUS INC105.5K sharesnew addition2026-06-302026-07-28

WELL WELLTOWER INC3.2K shares3.26%2026-06-302026-07-28

KNF KNIFE RIVER CORP8.7K shares0.00%2026-06-302026-07-28

SILJ AMPLIFY ETF TR27.9K shares0.00%2026-06-302026-07-28

3M CO 3M CO4.5K shares1.23%2026-06-302026-07-28

Sponsored

VANECK ETF TRUST VANECK ETF TRUST9.5K shares171.43%2026-06-302026-07-28

SBUX STARBUCKS CORP7.0K shares0.83%2026-06-302026-07-28

AVUS AMERICAN CENTY ETF TR5.5K shares0.00%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC1.4K shares2.40%2026-06-302026-07-28

NVS NOVARTIS AG4.4K shares3.78%2026-06-302026-07-28

ORLY OREILLY AUTOMOTIVE INC7.5K shares13.64%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-06-302026-07-28

ADVISORSHARES TR ADVISORSHARES TR231.7K shares0.00%2026-06-302026-07-28

Sponsored

WDC WESTERN DIGITAL CORP1.0K shares-3.86%2026-06-302026-07-28

CI THE CIGNA GROUP2.4K shares-36.13%2026-06-302026-07-28

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION4.5K shares9.29%2026-06-302026-07-28

TOST TOAST INC23.6K shares-1.52%2026-06-302026-07-28

FBTC FIDELITY WISE ORIGIN BITCOIN12.8K shares54.04%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP2.6K shares188.84%2026-06-302026-07-28

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A1.4K shares3.44%2026-06-302026-07-28

RVTY REVVITY INC5.8K shares1.97%2026-06-302026-07-28

Sponsored

MPC MARATHON PETE CORP2.5K shares31.92%2026-06-302026-07-28

ECL ECOLAB INC2.3K shares-3.69%2026-06-302026-07-28

TMUS T-MOBILE US INC3.8K shares-3.70%2026-06-302026-07-28

SCJ ISHARES INC637.8K sharesnew addition2026-06-302026-07-28

PTON PELOTON INTERACTIVE INC107.6K sharesnew addition2026-06-302026-07-28

T AT&T INC30.6K shares-1.24%2026-06-302026-07-28

NU NU HLDGS LTD47.1K sharesnew addition2026-06-302026-07-28

DJCO DAILY JOURNAL CORP1.0K shares0.00%2026-06-302026-07-28

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.3K shares7.54%2026-06-302026-07-28

CTRE CARETRUST REIT INC15.2K shares-0.28%2026-06-302026-07-28

CVLT COMMVAULT SYS INC4.4K shares-10.88%2026-06-302026-07-28

NVT NVENT ELEC PLC3.6K shares19.14%2026-06-302026-07-28

RDDT REDDIT INC3.5K sharesnew addition2026-06-302026-07-28

INTU INTUIT2.3K shares74.48%2026-06-302026-07-28

FTNT FORTINET INC3.9K shares0.31%2026-06-302026-07-28

KMI KINDER MORGAN INC DEL18.9K shares0.71%2026-06-302026-07-28

Sponsored

SNOWFLAKE INC SNOWFLAKE INC2.4K shares9.70%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC14.2K shares-1.54%2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC1.6K shares1.61%2026-06-302026-07-28

BA BOEING CO2.7K shares1.36%2026-06-302026-07-28

DVY ISHARES TR3.7K shares92.11%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC2.4K shares9.04%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP10.1K shares28.63%2026-06-302026-07-28

FIX COMFORT SYS USA INC287 shares7.49%2026-06-302026-07-28

Sponsored

INSULET CORP INSULET CORP3.7K shares36.81%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR17.8K shares2.11%2026-06-302026-07-28

VBR VANGUARD INDEX FDS2.3K shares147.13%2026-06-302026-07-28

ODFL OLD DOMINION FREIGHT LINE IN2.6K shares0.19%2026-06-302026-07-28

NCNO NCINO INC34.0K shares85.19%2026-06-302026-07-28

DFAT DIMENSIONAL ETF TRUST7.9K shares58.19%2026-06-302026-07-28

HLT HILTON WORLDWIDE HLDGS INC1.7K shares2.51%2026-06-302026-07-28

SAP SAP SE3.6K shares15.55%2026-06-302026-07-28

Sponsored

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-06-302026-07-28

MCK MCKESSON CORP716 shares-5.17%2026-06-302026-07-28

CGNT COGNYTE SOFTWARE LTD61.7K shares-3.18%2026-06-302026-07-28

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.9K shares-1.13%2026-06-302026-07-28

EMR EMERSON ELEC CO3.8K shares9.28%2026-06-302026-07-28

NOK NOKIA CORP40.5K shares0.99%2026-06-302026-07-28

ANTERO RESOURCES CORP ANTERO RESOURCES CORP15.3K sharesnew addition2026-06-302026-07-28

FDX FEDEX CORP1.7K shares2.46%2026-06-302026-07-28

Sponsored

FIGR FIGURE TECHNOLOGY SOLUTIO17.0K sharesnew addition2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS9.9K shares0.00%2026-06-302026-07-28

GSLC GOLDMAN SACHS ETF TR3.6K shares89.00%2026-06-302026-07-28

CSX CSX CORP10.7K shares-3.29%2026-06-302026-07-28

AXON AXON ENTERPRISE INC902 sharesnew addition2026-06-302026-07-28

SHEL SHELL PLC6.5K shares-1.68%2026-06-302026-07-28

FSLR FIRST SOLAR INC2.1K sharesnew addition2026-06-302026-07-28

EOG EOG RES INC3.8K shares-5.62%2026-06-302026-07-28

Sponsored

NKE NIKE INC12.0K shares-6.15%2026-06-302026-07-28

USB US BANCORP8.0K shares-25.65%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST8.8K shares-8.74%2026-06-302026-07-28

IWV ISHARES TR1.1K shares864.41%2026-06-302026-07-28

MEDP MEDPACE HLDGS INC916 shares0.00%2026-06-302026-07-28

DLR DIGITAL RLTY TR INC2.7K shares0.19%2026-06-302026-07-28

SHOP SHOPIFY INC4.2K shares17.11%2026-06-302026-07-28

DUHP DIMENSIONAL ETF TRUST11.5K shares0.00%2026-06-302026-07-28

Sponsored

AEP AMERICAN ELEC PWR CO INC3.5K shares1.07%2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP926 shares8.69%2026-06-302026-07-28

TILT FLEXSHARES TR1.7K sharesnew addition2026-06-302026-07-28

ALL ALLSTATE CORP2.0K shares3.25%2026-06-302026-07-28

GAP GAP INC25.0K sharesnew addition2026-06-302026-07-28

GMED GLOBUS MED INC5.9K shares4.99%2026-06-302026-07-28

PLD PROLOGIS INC.3.4K shares10.87%2026-06-302026-07-28

S&P GLOBAL INC S&P GLOBAL INC1.1K shares-2.24%2026-06-302026-07-28

Sponsored

FREEPORT MCMORAN INC FREEPORT MCMORAN INC7.3K shares-42.17%2026-06-302026-07-28

BKR BAKER HUGHES COMPANY8.3K shares0.60%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR3.9K shares0.00%2026-06-302026-07-28

HAL HALLIBURTON CO13.4K shares3.38%2026-06-302026-07-28

CME CME GROUP INC2.1K shares54.46%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST5.5K shares2.51%2026-06-302026-07-28

ALAB ASTERA LABS INC938 sharesnew addition2026-06-302026-07-28

DASH DOORDASH INC2.5K shares-10.35%2026-06-302026-07-28

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.4K shares9.51%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR2.8K shares65.46%2026-06-302026-07-28

VGT VANGUARD WORLD FD3.7K shares142.08%2026-06-302026-07-28

XYL XYLEM INC3.7K shares14.63%2026-06-302026-07-28

TECH BIO-TECHNE CORP6.2K shares-11.91%2026-06-302026-07-28

SLX VANECK ETF TRUST4.4K shares-18.38%2026-06-302026-07-28

TLTD FLEXSHARES TR4.4K sharesnew addition2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC884 shares7.54%2026-06-302026-07-28

Sponsored

DATADOG INC DATADOG INC1.7K shares-9.46%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO1.3K shares14.63%2026-06-302026-07-28

STT STATE STR CORP2.5K shares6.67%2026-06-302026-07-28

TTD THE TRADE DESK INC23.4K sharesnew addition2026-06-302026-07-28

VTIP VANGUARD MALVERN FDS8.4K shares22.13%2026-06-302026-07-28

SOXX ISHARES TR657 shares0.00%2026-06-302026-07-28

BA-PA BOEING CO6.2K shares0.00%2026-06-302026-07-28

COF CAPITAL ONE FINL CORP2.1K shares-21.82%2026-06-302026-07-28

Sponsored

LULU LULULEMON ATHLETICA INC3.6K shares171.57%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST9.3K shares0.00%2026-06-302026-07-28

PRLB PROTO LABS INC5.0K shares12.36%2026-06-302026-07-28

PAAS PAN AMERN SILVER CORP9.2K shares-0.66%2026-06-302026-07-28

PFE PFIZER INC17.0K shares2.15%2026-06-302026-07-28

MKS INC. MKS INC.917 shares4.80%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC6.0K shares0.00%2026-06-302026-07-28

ORCL-D ORACLE CORP9.0K shares0.00%2026-06-302026-07-28

Sponsored

ED CONSOLIDATED EDISON INC3.6K shares-2.80%2026-06-302026-07-28

EXR EXTRA SPACE STORAGE INC2.8K shares-1.47%2026-06-302026-07-28

ULTA BEAUTY INC ULTA BEAUTY INC886 shares-0.56%2026-06-302026-07-28

THG HANOVER INS GROUP INC1.9K shares29.09%2026-06-302026-07-28

BBCA J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-06-302026-07-28

MPWR MONOLITHIC PWR SYS INC285 shares10.47%2026-06-302026-07-28

BBVA BANCO BILBAO VIZCAYA ARGENTA15.6K shares16.28%2026-06-302026-07-28

WDAY WORKDAY INC3.2K shares94.38%2026-06-302026-07-28

Sponsored

DFIC DIMENSIONAL ETF TRUST10.4K shares0.00%2026-06-302026-07-28

AMT AMERICAN TOWER CORP2.3K shares-6.90%2026-06-302026-07-28

CHD CHURCH & DWIGHT CO INC3.9K shares-2.28%2026-06-302026-07-28

IGF ISHARES TR5.7K shares0.00%2026-06-302026-07-28

RGEN REPLIGEN CORP2.8K shares6.57%2026-06-302026-07-28

CAH CARDINAL HEALTH INC1.6K shares-14.29%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR12.7K shares8.24%2026-06-302026-07-28

ACWI ISHARES TR13.3K sharesnew addition2026-06-302026-07-28

Sponsored

CCI CROWN CASTLE INC4.9K shares-3.12%2026-06-302026-07-28

WST WEST PHARMACEUTICAL SVSC INC1.0K shares0.49%2026-06-302026-07-28

IPGP IPG PHOTONICS CORP3.2K shares0.22%2026-06-302026-07-28

SNPS SYNOPSYS INC830 shares11.86%2026-06-302026-07-28

USFD US FOODS HLDG CORP3.6K shares6.93%2026-06-302026-07-28

NOC NORTHROP GRUMMAN CORP721 shares-5.87%2026-06-302026-07-28

SLV ISHARES SILVER TR6.8K shares23.54%2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION5.0K shares1.29%2026-06-302026-07-28

Sponsored

UGI UGI CORP NEW10.4K sharesnew addition2026-06-302026-07-28

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.2K shares-65.14%2026-06-302026-07-28

BEN FRANKLIN RESOURCES INC10.7K shares-0.20%2026-06-302026-07-28

DFGP DIMENSIONAL ETF TRUST6.6K sharesnew addition2026-06-302026-07-28

CVS CVS HEALTH CORP3.4K sharesnew addition2026-06-302026-07-28

DFCF DIMENSIONAL ETF TRUST8.3K sharesnew addition2026-06-302026-07-28

GD GENERAL DYNAMICS CORP980 shares0.41%2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.6K sharesnew addition2026-06-302026-07-28

Sponsored

GM GENERAL MTRS CO4.5K shares1.51%2026-06-302026-07-28

EMXC ISHARES INC3.4K shares75.23%2026-06-302026-07-28

EXC EXELON CORP7.3K sharesnew addition2026-06-302026-07-28

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC2.8K shares5.14%2026-06-302026-07-28

HIG HARTFORD INSURANCE GROUP INC2.5K shares-2.65%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC1.2K shares2.92%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-07-28

RAMP LIVERAMP HLDGS INC8.9K shares-49.34%2026-06-302026-07-28

Sponsored

HSBC HSBC HLDGS PLC3.5K shares9.78%2026-06-302026-07-28

ITB ISHARES TR3.2K sharesnew addition2026-06-302026-07-28

TRIN TRINITY CAP INC18.6K shares0.00%2026-06-302026-07-28

VEGN ETF SER SOLUTIONS4.0K sharesnew addition2026-06-302026-07-28

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC996 shares2.26%2026-06-302026-07-28

UBS UBS GROUP AG6.6K shares6.10%2026-06-302026-07-28

FAST FASTENAL CO6.8K shares1.37%2026-06-302026-07-28

O REALTY INCOME CORP5.3K shares-1.42%2026-06-302026-07-28

Sponsored

WRB BERKLEY W R CORP4.6K sharesnew addition2026-06-302026-07-28

TER TERADYNE INC668 shares-1.47%2026-06-302026-07-28

EQIX EQUINIX INC310 shares3.68%2026-06-302026-07-28

IXN ISHARES TR2.2K shares57.39%2026-06-302026-07-28

VARONIS SYS INC VARONIS SYS INC7.7K sharesnew addition2026-06-302026-07-28

IGOV ISHARES TR7.8K shares0.00%2026-06-302026-07-28

TRGP TARGA RES CORP1.2K shares-0.93%2026-06-302026-07-28

DFUS DIMENSIONAL ETF TRUST3.8K shares-0.03%2026-06-302026-07-28

Sponsored

WORLD GOLD TR WORLD GOLD TR3.9K shares0.00%2026-06-302026-07-28

BANCO SANTANDER SA BANCO SANTANDER SA22.7K shares4.72%2026-06-302026-07-28

HESM HESS MIDSTREAM LP8.3K shares0.00%2026-06-302026-07-28

EBAY EBAY INC.2.8K shares13.44%2026-06-302026-07-28

OKE ONEOK INC NEW3.5K shares0.54%2026-06-302026-07-28

IWO ISHARES TR780 shares0.00%2026-06-302026-07-28

VTR VENTAS INC3.4K shares3.30%2026-06-302026-07-28

ARES CAPITAL CORP ARES CAPITAL CORP16.5K shares2.91%2026-06-302026-07-28

Sponsored

XLK SELECT SECTOR SPDR TR1.6K shares-55.12%2026-06-302026-07-28

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD6.7K sharesnew addition2026-06-302026-07-28

WBD WARNER BROS DISCOVERY INC11.3K shares-0.25%2026-06-302026-07-28

PAYX PAYCHEX INC3.1K sharesnew addition2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC2.8K shares19.61%2026-06-302026-07-28

IWS ISHARES TR1.8K sharesnew addition2026-06-302026-07-28

ROST ROSS STORES INC1.4K shares6.95%2026-06-302026-07-28

BDX BECTON DICKINSON & CO1.9K shares-8.64%2026-06-302026-07-28

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD17.8K shares31.51%2026-06-302026-07-28

WCN WASTE CONNECTIONS INC1.7K shares-8.32%2026-06-302026-07-28

TIP ISHARES TR2.6K shares3.46%2026-06-302026-07-28

CFG CITIZENS FINL GROUP INC4.1K shares0.17%2026-06-302026-07-28

URI UNITED RENTALS INC248 sharesnew addition2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR3.1K sharesnew addition2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC3.5K shares-42.00%2026-06-302026-07-28

AJG GALLAGHER ARTHUR J & CO1.2K shares2.56%2026-06-302026-07-28

Sponsored

SPDW SPDR INDEX SHS FDS5.5K shares17.95%2026-06-302026-07-28

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP854 shares6.09%2026-06-302026-07-28

GSK PLC GSK PLC5.1K shares1.10%2026-06-302026-07-28

CRWV COREWEAVE INC2.7K sharesnew addition2026-06-302026-07-28

DORM DORMAN PRODS INC2.0K shares0.86%2026-06-302026-07-28

SMFG SUMITOMO MITSUI FIN GRP INC11.3K shares9.06%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO2.8K shares2.81%2026-06-302026-07-28

KB KB FINL GROUP INC2.6K shares16.55%2026-06-302026-07-28

Sponsored

DRI DARDEN RESTAURANTS INC1.3K shares1.96%2026-06-302026-07-28

CPA COPA HOLDINGS SA1.7K sharesnew addition2026-06-302026-07-28

AZO AUTOZONE INC83 shares-35.66%2026-06-302026-07-28

KR KROGER CO4.8K shares20.29%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC534 sharesnew addition2026-06-302026-07-28

IT GARTNER INC2.0K shares47.45%2026-06-302026-07-28

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V928 sharesnew addition2026-06-302026-07-28

VGIT VANGUARD SCOTTSDALE FDS4.4K sharesnew addition2026-06-302026-07-28

Sponsored

IQV IQVIA HLDGS INC1.3K shares2.13%2026-06-302026-07-28

TSLX SIXTH STREET SPECIALTY LENDI15.0K shares0.00%2026-06-302026-07-28

BBEU J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-06-302026-07-28

IYW ISHARES TR1.0K shares0.10%2026-06-302026-07-28

VRSN VERISIGN INC1.0K shares23.68%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F4.5K shares1018.75%2026-06-302026-07-28

INV INNVENTURE INC49.5K shares-21.44%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW675 shares0.90%2026-06-302026-07-28

Sponsored

GHM GRAHAM CORP2.0K sharesnew addition2026-06-302026-07-28

UMC UNITED MICROELECTRONICS CORP9.2K sharesnew addition2026-06-302026-07-28

MET METLIFE INC2.9K sharesnew addition2026-06-302026-07-28

SONY SONY GROUP CORP12.4K shares14.03%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST4.6K shares91.10%2026-06-302026-07-28

CRH CRH PLC2.3K shares5.91%2026-06-302026-07-28

HEI HEICO CORP NEW690 sharesnew addition2026-06-302026-07-28

ING ING GROEP N.V.7.8K sharesnew addition2026-06-302026-07-28

Sponsored

LYG LLOYDS BANKING GROUP PLC41.8K shares5.10%2026-06-302026-07-28

DT DYNATRACE INC5.5K shares-0.27%2026-06-302026-07-28

TTWO TAKE-TWO INTERACTIVE SOFTWAR970 sharesnew addition2026-06-302026-07-28

IMO IMPERIAL OIL LTD2.1K shares-1.20%2026-06-302026-07-28

KWR QUAKER HOUGHTON1.5K shares-23.85%2026-06-302026-07-28

ATI INC ATI INC1.2K sharesnew addition2026-06-302026-07-28

WF WOORI FINL GROUP INC4.2K sharesnew addition2026-06-302026-07-28

SRE SEMPRA2.6K shares-8.09%2026-06-302026-07-28

Sponsored

CIEN CIENA CORP486 sharesnew addition2026-06-302026-07-28

SPG SIMON PPTY GROUP INC NEW1.1K sharesnew addition2026-06-302026-07-28

WPM WHEATON PRECIOUS METALS CORP2.1K shares11.45%2026-06-302026-07-28

MRCY MERCURY SYS INC1.9K sharesnew addition2026-06-302026-07-28

EXPE EXPEDIA GROUP INC923 sharesnew addition2026-06-302026-07-28

Q QNITY ELECTRONICS INC1.4K sharesnew addition2026-06-302026-07-28

HPE HEWLETT PACKARD ENTERPRISE C5.2K sharesnew addition2026-06-302026-07-28

SPTM SPDR SERIES TRUST2.6K shares0.00%2026-06-302026-07-28

Sponsored

PCG PG&E CORP13.8K shares-12.21%2026-06-302026-07-28

VONG VANGUARD SCOTTSDALE FDS1.8K sharesnew addition2026-06-302026-07-28

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN1.3K sharesnew addition2026-06-302026-07-28

MDLZ MONDELEZ INTL INC4.0K sharesnew addition2026-06-302026-07-28

LVS LAS VEGAS SANDS CORP5.0K shares-7.41%2026-06-302026-07-28

MMSI MERIT MED SYS INC3.3K shares-11.16%2026-06-302026-07-28

CART MAPLEBEAR INC4.8K sharesnew addition2026-06-302026-07-28

CLOUDFLARE INC CLOUDFLARE INC920 sharesnew addition2026-06-302026-07-28

Sponsored

AVDV AMERICAN CENTY ETF TR2.2K shares134.66%2026-06-302026-07-28

EWO ISHARES INC5.3K shares0.00%2026-06-302026-07-28

JBL JABIL INC583 sharesnew addition2026-06-302026-07-28

IR INGERSOLL RAND INC2.7K sharesnew addition2026-06-302026-07-28

COMP COMPASS INC18.2K shares-1.41%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-06-302026-07-28

TTE TOTALENERGIES SE2.8K shares-0.14%2026-06-302026-07-28

TGT TARGET CORP1.7K shares-0.35%2026-06-302026-07-28

Sponsored

UL UNILEVER PLC3.7K shares-12.13%2026-06-302026-07-28

FE FIRSTENERGY CORP4.7K sharesnew addition2026-06-302026-07-28

CHT CHUNGHWA TELECOM CO LTD5.0K sharesnew addition2026-06-302026-07-28

CUE CUE BIOPHARMA INC7.0K sharesnew addition2026-06-302026-07-28

FERG FERGUSON ENTERPRISES INC928 sharesnew addition2026-06-302026-07-28

AME AMETEK INC911 sharesnew addition2026-06-302026-07-28

SYF SYNCHRONY FINANCIAL2.9K sharesnew addition2026-06-302026-07-28

RJF RAYMOND JAMES FINL INC1.4K shares-0.49%2026-06-302026-07-28

Sponsored

RF REGIONS FINANCIAL CORP NEW7.1K sharesnew addition2026-06-302026-07-28

TEL TE CONNECTIVITY PLC1.1K shares10.81%2026-06-302026-07-28

BCS BARCLAYS PLC8.0K sharesnew addition2026-06-302026-07-28

IBN ICICI BANK LIMITED7.4K sharesnew addition2026-06-302026-07-28

TOL TOLL BROTHERS INC1.3K sharesnew addition2026-06-302026-07-28

MFG MIZUHO FINANCIAL GROUP INC22.4K shares-5.14%2026-06-302026-07-28

KEYS KEYSIGHT TECHNOLOGIES INC613 sharesnew addition2026-06-302026-07-28

MUFG MITSUBISHI UFJ FINANCIAL GRO10.6K shares2.19%2026-06-302026-07-28

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV2.6K sharesnew addition2026-06-302026-07-28

USEA UNITED MARITIME CORPORATION77.1K shares0.00%2026-06-302026-07-28

LUMENTUM HLDGS INC LUMENTUM HLDGS INC245 sharesnew addition2026-06-302026-07-28

STAA STAAR SURGICAL CO7.3K sharesnew addition2026-06-302026-07-28

APD AIR PRODUCTS AND CHEMICALS I709 shares1.00%2026-06-302026-07-28

VEEV VEEVA SYS INC1.2K sharesnew addition2026-06-302026-07-28

DHI D R HORTON INC1.3K sharesnew addition2026-06-302026-07-28

DVN DEVON ENERGY CORP NEW5.0K sharesnew addition2026-06-302026-07-28

Sponsored

NTRS NORTHERN TR CORP1.2K sharesnew addition2026-06-302026-07-28

PHM PULTE GROUP INC1.5K sharesnew addition2026-06-302026-07-28

HWM HOWMET AEROSPACE INC753 sharesnew addition2026-06-302026-07-28

MMC MARSH & MCLENNAN COS INC1.2K sharesnew addition2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-06-302026-07-28

ULST SSGA ACTIVE ETF TR5.0K shares0.00%2026-06-302026-07-28

RL RALPH LAUREN CORP501 sharesnew addition2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST2.3K shares0.00%2026-06-302026-07-28

Sponsored

INDA ISHARES TR1.4K shares5.45%2026-06-302026-07-28

ALPHABET INC ALPHABET INC3.8K sharesnew addition2026-06-302026-07-28

NWG NATWEST GROUP PLC11.0K sharesnew addition2026-06-302026-07-28

IWP ISHARES TR1.3K sharesnew addition2026-06-302026-07-28

MGK

VANGUARD WORLD FD

402.39%

Shares2.9M

Event2026-06-30

Filed2026-07-28

VANGUARD INTL EQUITY INDEX F

2.88%

Shares1.5M

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

4.72%

Shares1.7M

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

5.14%

Shares2.3M

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

1.91%

Shares167.4K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

1.45%

Shares778.7K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

2.80%

Shares2.4M

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

4.73%

Shares817.3K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

6.16%

Shares193.6K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.19%

Shares248.9K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

997.82%

Shares606.5K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

6.17%

Shares103.1K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

4.43%

Shares177.1K

Event2026-06-30

Filed2026-07-28

EWJ

ISHARES INC

5.58%

Shares360.7K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

18.67%

Shares118.5K

Event2026-06-30

Filed2026-07-28

SJNK

SPDR SERIES TRUST

1.71%

Shares1.1M

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

14.64%

Shares72.5K

Event2026-06-30

Filed2026-07-28

URTH

ISHARES INC

-4.37%

Shares112.6K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

10.30%

Shares58.1K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-0.15%

Shares122.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.57%

Shares52.4K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-0.08%

Shares178.4K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

4.82%

Shares44.9K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

503.29%

Shares156.1K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.33%

Shares26.7K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

6.64%

Shares38.1K

Event2026-06-30

Filed2026-07-28

VISA INC

14.35%

Shares31.3K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

6.34%

Shares11.5K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

44.55%

Shares100.7K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

16.72%

Shares8.6K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

6.28%

Shares7.9K

Event2026-06-30

Filed2026-07-28

BKLN

INVESCO EXCH TRADED FD TR II

-0.29%

Shares443.7K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-0.24%

Shares284.9K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

10.51%

Shares104.9K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

12.50%

Shares19.5K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.13%

Shares16.3K

Event2026-06-30

Filed2026-07-28

IDV

ISHARES TR

0.00%

Shares182.0K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-8.83%

Shares13.2K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

-0.30%

Shares70.6K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

12.62%

Shares95.9K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

12.82%

Shares23.4K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

2.18%

Shares20.7K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

52.54%

Shares14.2K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-0.86%

Shares13.1K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

-1.32%

Shares37.1K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

-5.11%

Shares6.5K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

3.05%

Shares10.5K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

16.90%

Shares7.7K

Event2026-06-30

Filed2026-07-28

PAA

PLAINS ALL AMERN PIPELINE L

4.21%

Shares200.9K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-0.33%

Shares8.7K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-2.08%

Shares12.6K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO

5.13%

Shares12.8K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

5.96%

Shares72.6K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.25%

Shares31.6K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares44.0K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

24.57%

Shares5.9K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

5.59%

Shares3.6K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

0.19%

Shares50.8K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

157.93%

Shares5.5K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

9.20%

Shares32.2K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

83.51%

Shares26.3K

Event2026-06-30

Filed2026-07-28

FRDM

EA SERIES TRUST

52.01%

Shares44.5K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

297.61%

Shares25.8K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

19.18%

Shares22.8K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares108.8K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

42.17%

Shares28.7K

Event2026-06-30

Filed2026-07-28

ALIBABA GROUP HLDG LTD

0.33%

Shares30.4K

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

4.62%

Shares17.2K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

2.88%

Shares25.4K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

0.35%

Shares14.7K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

3.09%

Shares16.3K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

3.15%

Shares47.3K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

37.62%

Shares8.8K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-3.73%

Shares3.5K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

9.48%

Shares9.6K

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO

2.29%

Shares28.4K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

-5.87%

Shares2.7K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-1.95%

Shares13.5K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-3.62%

Shares18.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

2.46%

Shares5.0K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

51.60%

Shares13.8K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

5.82%

Shares5.5K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

6.06%

Shares84.2K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

14.97%

Shares6.7K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

3.29%

Shares14.7K

Event2026-06-30

Filed2026-07-28

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares70.7K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

27.73%

Shares8.9K

Event2026-06-30

Filed2026-07-28

AVPT

AVEPOINT INC

0.00%

Shares187.5K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

59.12%

Shares6.2K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

9.57%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PLAINS GP HLDGS L P

4.65%

Shares84.7K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-0.91%

Shares28.6K

Event2026-06-30

Filed2026-07-28

FOXF

FOX FACTORY HLDG CORP

-0.10%

Shares120.2K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

36.21%

Shares25.4K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

13.12%

Shares4.8K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

9.07%

Shares1.9K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

1.40%

Shares2.7K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

47.85%

Shares12.8K

Event2026-06-30

Filed2026-07-28

MCO

MOODYS CORP

2.97%

Shares4.1K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-10.04%

Shares6.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.08%

Shares9.7K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

31.51%

Shares4.1K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

36.86%

Shares6.7K

Event2026-06-30

Filed2026-07-28

EVR

EVERCORE INC

0.04%

Shares4.9K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

5.59%

Shares20.3K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

14.92%

Shares5.9K

Event2026-06-30

Filed2026-07-28

FORD MTR CO

0.74%

Shares118.8K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

2.13%

Shares815

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-0.12%

Shares7.7K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

22.79%

Shares5.3K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

15.62%

Shares10.7K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

87.14%

Shares6.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

3818.26%

Shares4.5K

Event2026-06-30

Filed2026-07-28

WHR

WHIRLPOOL CORP

1.22%

Shares39.2K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

1.13%

Shares3.0K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

9.94%

Shares15.4K

Event2026-06-30

Filed2026-07-28

PII

POLARIS INC

-1.45%

Shares22.2K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

1107.77%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

2.80%

Shares6.2K

Event2026-06-30

Filed2026-07-28

FLOT

ISHARES TR

New

Shares28.6K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

-12.22%

Shares1.9K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

64.00%

Shares13.0K

Event2026-06-30

Filed2026-07-28

ECG

EVERUS CONSTR GROUP

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SVCS INC

28.04%

Shares6.6K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

31.38%

Shares16.9K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

-8.83%

Shares11.9K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-26.41%

Shares3.5K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

44.91%

Shares15.8K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

29.46%

Shares7.2K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MKTS INC

3.61%

Shares13.6K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

11.40%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

12.08%

Shares13.5K

Event2026-06-30

Filed2026-07-28

SNDK

SANDISK CORP

36.93%

Shares571

Event2026-06-30

Filed2026-07-28

THE REALREAL INC

New

Shares109.4K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

116.71%

Shares12.5K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-28

LBRT

LIBERTY ENERGY INC

0.18%

Shares46.9K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

13.56%

Shares13.3K

Event2026-06-30

Filed2026-07-28

JAZZ PHARMACEUTICALS PLC

New

Shares5.1K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

16.33%

Shares22.6K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

-0.90%

Shares20.8K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

40.90%

Shares7.5K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

16.02%

Shares7.9K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

8.92%

Shares2.3K

Event2026-06-30

Filed2026-07-28

HCA

HCA HEALTHCARE INC

-0.97%

Shares3.0K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2401.16%

Shares6.5K

Event2026-06-30

Filed2026-07-28

CRI

CARTERS INC

-20.77%

Shares27.9K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

62.02%

Shares21.0K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

-5.70%

Shares5.0K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

0.42%

Shares10.8K

Event2026-06-30

Filed2026-07-28

CPNG

COUPANG INC

0.49%

Shares64.3K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

-0.87%

Shares29.7K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

10.99%

Shares12.0K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

3.42%

Shares9.3K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

0.52%

Shares11.1K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

-17.03%

Shares4.8K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

1.61%

Shares6.0K

Event2026-06-30

Filed2026-07-28

MSI

MOTOROLA SOLUTIONS INC

-2.25%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares13.3K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

6.32%

Shares13.7K

Event2026-06-30

Filed2026-07-28

ILF

ISHARES TR

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

0.38%

Shares13.1K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

47.59%

Shares2.9K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

3.40%

Shares6.9K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

1.13%

Shares7.6K

Event2026-06-30

Filed2026-07-28

VST

VISTRA CORP

New

Shares6.1K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND

55.78%

Shares7.5K

Event2026-06-30

Filed2026-07-28

DEERE & CO

15.81%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VNOM

VIPER ENERGY INC

New

Shares22.0K

Event2026-06-30

Filed2026-07-28

RBLX

ROBLOX CORP

New

Shares16.8K

Event2026-06-30

Filed2026-07-28

GRW

TCW ETF TRUST

0.00%

Shares28.4K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

364.43%

Shares11.2K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

New

Shares2.8K

Event2026-06-30

Filed2026-07-28

XLI

SELECT SECTOR SPDR TR

67.82%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR SERIES TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

68.46%

Shares3.7K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-1.96%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

88.08%

Shares852

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-13.99%

Shares3.7K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

31.12%

Shares2.6K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

1.32%

Shares11.2K

Event2026-06-30

Filed2026-07-28

SAFE

SAFEHOLD INC

0.00%

Shares51.3K

Event2026-06-30

Filed2026-07-28

NVO

NOVO-NORDISK A S

184.29%

Shares16.9K

Event2026-06-30

Filed2026-07-28

GUNR

FLEXSHARES TR

251.91%

Shares16.4K

Event2026-06-30

Filed2026-07-28

QQQI

NEOS ETF TRUST

New

Shares14.2K

Event2026-06-30

Filed2026-07-28

ADOBE INC

3.18%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

3.57%

Shares5.6K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

9.87%

Shares579

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

6.27%

Shares2.1K

Event2026-06-30

Filed2026-07-28

UAL

UNITED AIRLS HLDGS INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-28

SPYI

NEOS ETF TRUST

New

Shares14.4K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

2.61%

Shares7.8K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

-0.27%

Shares5.9K

Event2026-06-30

Filed2026-07-28

ZION

ZIONS BANCORPORATION NATL AS

0.84%

Shares10.8K

Event2026-06-30

Filed2026-07-28

RBC

RBC BEARINGS INC

-4.92%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

49.80%

Shares3.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

6.30%

Shares2.4K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

1.66%

Shares4.3K

Event2026-06-30

Filed2026-07-28

MDU

MDU RES GROUP INC

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC CORP

140.62%

Shares17.2K

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC

0.72%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EOLS

EVOLUS INC

New

Shares105.5K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

3.26%

Shares3.2K

Event2026-06-30

Filed2026-07-28

KNF

KNIFE RIVER CORP

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

SILJ

AMPLIFY ETF TR

0.00%

Shares27.9K

Event2026-06-30

Filed2026-07-28

3M CO

1.23%

Shares4.5K

Event2026-06-30

Filed2026-07-28

VANECK ETF TRUST

171.43%

Shares9.5K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

0.83%

Shares7.0K

Event2026-06-30

Filed2026-07-28

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC

2.40%

Shares1.4K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

3.78%

Shares4.4K

Event2026-06-30

Filed2026-07-28

ORLY

OREILLY AUTOMOTIVE INC

13.64%

Shares7.5K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

ADVISORSHARES TR

0.00%

Shares231.7K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

-3.86%

Shares1.0K

Event2026-06-30

Filed2026-07-28

THE CIGNA GROUP

-36.13%

Shares2.4K

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTERNATION

9.29%

Shares4.5K

Event2026-06-30

Filed2026-07-28

TOST

TOAST INC

-1.52%

Shares23.6K

Event2026-06-30

Filed2026-07-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

54.04%

Shares12.8K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

188.84%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SPOTIFY TECHNOLOGY S A

3.44%

Shares1.4K

Event2026-06-30

Filed2026-07-28

RVTY

REVVITY INC

1.97%

Shares5.8K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

31.92%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

-3.69%

Shares2.3K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

-3.70%

Shares3.8K

Event2026-06-30

Filed2026-07-28

SCJ

ISHARES INC

New

Shares637.8K

Event2026-06-30

Filed2026-07-28

PTON

PELOTON INTERACTIVE INC

New

Shares107.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

-1.24%

Shares30.6K

Event2026-06-30

Filed2026-07-28

NU HLDGS LTD

New

Shares47.1K

Event2026-06-30

Filed2026-07-28

DJCO

DAILY JOURNAL CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

APOLLO GLOBAL MGMT INC

7.54%

Shares5.3K

Event2026-06-30

Filed2026-07-28

CTRE

CARETRUST REIT INC

-0.28%

Shares15.2K

Event2026-06-30

Filed2026-07-28

CVLT

COMMVAULT SYS INC

-10.88%

Shares4.4K

Event2026-06-30

Filed2026-07-28

NVT

NVENT ELEC PLC

19.14%

Shares3.6K

Event2026-06-30

Filed2026-07-28

RDDT

REDDIT INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

74.48%

Shares2.3K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC

0.31%

Shares3.9K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

0.71%

Shares18.9K

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC

9.70%

Shares2.4K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-1.54%

Shares14.2K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

1.61%

Shares1.6K

Event2026-06-30

Filed2026-07-28

BOEING CO

1.36%

Shares2.7K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

92.11%

Shares3.7K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

9.04%

Shares2.4K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

28.63%

Shares10.1K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS USA INC

7.49%

Shares287

Event2026-06-30

Filed2026-07-28

INSULET CORP

36.81%

Shares3.7K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

2.11%

Shares17.8K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

147.13%

Shares2.3K

Event2026-06-30

Filed2026-07-28

ODFL

OLD DOMINION FREIGHT LINE IN

0.19%

Shares2.6K

Event2026-06-30

Filed2026-07-28

NCNO

NCINO INC

85.19%

Shares34.0K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

58.19%

Shares7.9K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE HLDGS INC

2.51%

Shares1.7K

Event2026-06-30

Filed2026-07-28

SAP

SAP SE

15.55%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-5.17%

Shares716

Event2026-06-30

Filed2026-07-28

CGNT

COGNYTE SOFTWARE LTD

-3.18%

Shares61.7K

Event2026-06-30

Filed2026-07-28

LABCORP HOLDINGS INC

-1.13%

Shares1.9K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

9.28%

Shares3.8K

Event2026-06-30

Filed2026-07-28

NOK

NOKIA CORP

0.99%

Shares40.5K

Event2026-06-30

Filed2026-07-28

ANTERO RESOURCES CORP

New

Shares15.3K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP

2.46%

Shares1.7K

Event2026-06-30

Filed2026-07-28

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares17.0K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-28

GSLC

GOLDMAN SACHS ETF TR

89.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

-3.29%

Shares10.7K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC

New

Shares902

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

-1.68%

Shares6.5K

Event2026-06-30

Filed2026-07-28

FSLR

FIRST SOLAR INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

-5.62%

Shares3.8K

Event2026-06-30

Filed2026-07-28

NKE

NIKE INC

-6.15%

Shares12.0K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

-25.65%

Shares8.0K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-8.74%

Shares8.8K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

864.41%

Shares1.1K

Event2026-06-30

Filed2026-07-28

MEDP

MEDPACE HLDGS INC

0.00%

Shares916

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL RLTY TR INC

0.19%

Shares2.7K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

17.11%

Shares4.2K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

1.07%

Shares3.5K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

8.69%

Shares926

Event2026-06-30

Filed2026-07-28

TILT

FLEXSHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

3.25%

Shares2.0K

Event2026-06-30

Filed2026-07-28

GAP

GAP INC

New

Shares25.0K

Event2026-06-30

Filed2026-07-28

GMED

GLOBUS MED INC

4.99%

Shares5.9K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

10.87%

Shares3.4K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC

-2.24%

Shares1.1K

Event2026-06-30

Filed2026-07-28

FREEPORT MCMORAN INC

-42.17%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BKR

BAKER HUGHES COMPANY

0.60%

Shares8.3K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

HAL

HALLIBURTON CO

3.38%

Shares13.4K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC

54.46%

Shares2.1K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

2.51%

Shares5.5K

Event2026-06-30

Filed2026-07-28

ALAB

ASTERA LABS INC

New

Shares938

Event2026-06-30

Filed2026-07-28

DASH

DOORDASH INC

-10.35%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

9.51%

Shares2.4K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

65.46%

Shares2.8K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

142.08%

Shares3.7K

Event2026-06-30

Filed2026-07-28

XYL

XYLEM INC

14.63%

Shares3.7K

Event2026-06-30

Filed2026-07-28

TECH

BIO-TECHNE CORP

-11.91%

Shares6.2K

Event2026-06-30

Filed2026-07-28

SLX

VANECK ETF TRUST

-18.38%

Shares4.4K

Event2026-06-30

Filed2026-07-28

TLTD

FLEXSHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

7.54%

Shares884

Event2026-06-30

Filed2026-07-28

DATADOG INC

-9.46%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

14.63%

Shares1.3K

Event2026-06-30

Filed2026-07-28

STT

STATE STR CORP

6.67%

Shares2.5K

Event2026-06-30

Filed2026-07-28

TTD

THE TRADE DESK INC

New

Shares23.4K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

22.13%

Shares8.4K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

0.00%

Shares657

Event2026-06-30

Filed2026-07-28

BA-PA

BOEING CO

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP

-21.82%

Shares2.1K

Event2026-06-30

Filed2026-07-28

LULU

LULULEMON ATHLETICA INC

171.57%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-28

PRLB

PROTO LABS INC

12.36%

Shares5.0K

Event2026-06-30

Filed2026-07-28

PAAS

PAN AMERN SILVER CORP

-0.66%

Shares9.2K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

2.15%

Shares17.0K

Event2026-06-30

Filed2026-07-28

MKS INC.

4.80%

Shares917

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

ORCL-D

ORACLE CORP

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

-2.80%

Shares3.6K

Event2026-06-30

Filed2026-07-28

EXR

EXTRA SPACE STORAGE INC

-1.47%

Shares2.8K

Event2026-06-30

Filed2026-07-28

ULTA BEAUTY INC

-0.56%

Shares886

Event2026-06-30

Filed2026-07-28

THG

HANOVER INS GROUP INC

29.09%

Shares1.9K

Event2026-06-30

Filed2026-07-28

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MPWR

MONOLITHIC PWR SYS INC

10.47%

Shares285

Event2026-06-30

Filed2026-07-28

BBVA

BANCO BILBAO VIZCAYA ARGENTA

16.28%

Shares15.6K

Event2026-06-30

Filed2026-07-28

WDAY

WORKDAY INC

94.38%

Shares3.2K

Event2026-06-30

Filed2026-07-28

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

-6.90%

Shares2.3K

Event2026-06-30

Filed2026-07-28

CHD

CHURCH & DWIGHT CO INC

-2.28%

Shares3.9K

Event2026-06-30

Filed2026-07-28

IGF

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

RGEN

REPLIGEN CORP

6.57%

Shares2.8K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

-14.29%

Shares1.6K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

8.24%

Shares12.7K

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES TR

New

Shares13.3K

Event2026-06-30

Filed2026-07-28

CCI

CROWN CASTLE INC

-3.12%

Shares4.9K

Event2026-06-30

Filed2026-07-28

WST

WEST PHARMACEUTICAL SVSC INC

0.49%

Shares1.0K

Event2026-06-30

Filed2026-07-28

IPGP

IPG PHOTONICS CORP

0.22%

Shares3.2K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

11.86%

Shares830

Event2026-06-30

Filed2026-07-28

USFD

US FOODS HLDG CORP

6.93%

Shares3.6K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

-5.87%

Shares721

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TR

23.54%

Shares6.8K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

1.29%

Shares5.0K

Event2026-06-30

Filed2026-07-28

UGI

UGI CORP NEW

New

Shares10.4K

Event2026-06-30

Filed2026-07-28

ARES MANAGEMENT CORPORATION

-65.14%

Shares3.2K

Event2026-06-30

Filed2026-07-28

BEN

FRANKLIN RESOURCES INC

-0.20%

Shares10.7K

Event2026-06-30

Filed2026-07-28

DFGP

DIMENSIONAL ETF TRUST

New

Shares6.6K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

DFCF

DIMENSIONAL ETF TRUST

New

Shares8.3K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

0.41%

Shares980

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO

1.51%

Shares4.5K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

75.23%

Shares3.4K

Event2026-06-30

Filed2026-07-28

EXC

EXELON CORP

New

Shares7.3K

Event2026-06-30

Filed2026-07-28

GUIDEWIRE SOFTWARE INC

5.14%

Shares2.8K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD INSURANCE GROUP INC

-2.65%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

2.92%

Shares1.2K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

RAMP

LIVERAMP HLDGS INC

-49.34%

Shares8.9K

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HLDGS PLC

9.78%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ITB

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

TRIN

TRINITY CAP INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-28

VEGN

ETF SER SOLUTIONS

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

TRAVELERS COMPANIES INC

2.26%

Shares996

Event2026-06-30

Filed2026-07-28

UBS

UBS GROUP AG

6.10%

Shares6.6K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

1.37%

Shares6.8K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

-1.42%

Shares5.3K

Event2026-06-30

Filed2026-07-28

WRB

BERKLEY W R CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-28

TER

TERADYNE INC

-1.47%

Shares668

Event2026-06-30

Filed2026-07-28

EQIX

EQUINIX INC

3.68%

Shares310

Event2026-06-30

Filed2026-07-28

IXN

ISHARES TR

57.39%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VARONIS SYS INC

New

Shares7.7K

Event2026-06-30

Filed2026-07-28

IGOV

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-28

TRGP

TARGA RES CORP

-0.93%

Shares1.2K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

-0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

BANCO SANTANDER SA

4.72%

Shares22.7K

Event2026-06-30

Filed2026-07-28

HESM

HESS MIDSTREAM LP

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC.

13.44%

Shares2.8K

Event2026-06-30

Filed2026-07-28

OKE

ONEOK INC NEW

0.54%

Shares3.5K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

0.00%

Shares780

Event2026-06-30

Filed2026-07-28

VTR

VENTAS INC

3.30%

Shares3.4K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL CORP

2.91%

Shares16.5K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-55.12%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ASE TECHNOLOGY HLDG CO LTD

New

Shares6.7K

Event2026-06-30

Filed2026-07-28

WBD

WARNER BROS DISCOVERY INC

-0.25%

Shares11.3K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

19.61%

Shares2.8K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC

6.95%

Shares1.4K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON & CO

-8.64%

Shares1.9K

Event2026-06-30

Filed2026-07-28

TAK

TAKEDA PHARMACEUTICAL CO LTD

31.51%

Shares17.8K

Event2026-06-30

Filed2026-07-28

WCN

WASTE CONNECTIONS INC

-8.32%

Shares1.7K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

3.46%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINL GROUP INC

0.17%

Shares4.1K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

New

Shares248

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-42.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER ARTHUR J & CO

2.56%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

17.95%

Shares5.5K

Event2026-06-30

Filed2026-07-28

ROYAL CARIBBEAN GROUP

6.09%

Shares854

Event2026-06-30

Filed2026-07-28

GSK PLC

1.10%

Shares5.1K

Event2026-06-30

Filed2026-07-28

CRWV

COREWEAVE INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

DORM

DORMAN PRODS INC

0.86%

Shares2.0K

Event2026-06-30

Filed2026-07-28

SMFG

SUMITOMO MITSUI FIN GRP INC

9.06%

Shares11.3K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

2.81%

Shares2.8K

Event2026-06-30

Filed2026-07-28

KB FINL GROUP INC

16.55%

Shares2.6K

Event2026-06-30

Filed2026-07-28

DRI

DARDEN RESTAURANTS INC

1.96%

Shares1.3K

Event2026-06-30

Filed2026-07-28

CPA

COPA HOLDINGS SA

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

AZO

AUTOZONE INC

-35.66%

Shares83

Event2026-06-30

Filed2026-07-28

KROGER CO

20.29%

Shares4.8K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

New

Shares534

Event2026-06-30

Filed2026-07-28

GARTNER INC

47.45%

Shares2.0K

Event2026-06-30

Filed2026-07-28

NXP SEMICONDUCTORS N V

New

Shares928

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

IQV

IQVIA HLDGS INC

2.13%

Shares1.3K

Event2026-06-30

Filed2026-07-28

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

BBEU

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VRSN

VERISIGN INC

23.68%

Shares1.0K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

1018.75%

Shares4.5K

Event2026-06-30

Filed2026-07-28

INV

INNVENTURE INC

-21.44%

Shares49.5K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.90%

Shares675

Event2026-06-30

Filed2026-07-28

GHM

GRAHAM CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

UMC

UNITED MICROELECTRONICS CORP

New

Shares9.2K

Event2026-06-30

Filed2026-07-28

MET

METLIFE INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

SONY

SONY GROUP CORP

14.03%

Shares12.4K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

91.10%

Shares4.6K

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

5.91%

Shares2.3K

Event2026-06-30

Filed2026-07-28

HEI

HEICO CORP NEW

New

Shares690

Event2026-06-30

Filed2026-07-28

ING

ING GROEP N.V.

New

Shares7.8K

Event2026-06-30

Filed2026-07-28

LYG

LLOYDS BANKING GROUP PLC

5.10%

Shares41.8K

Event2026-06-30

Filed2026-07-28

DYNATRACE INC

-0.27%

Shares5.5K

Event2026-06-30

Filed2026-07-28

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares970

Event2026-06-30

Filed2026-07-28

IMO

IMPERIAL OIL LTD

-1.20%

Shares2.1K

Event2026-06-30

Filed2026-07-28

KWR

QUAKER HOUGHTON

-23.85%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ATI INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

WOORI FINL GROUP INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

-8.09%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CIEN

CIENA CORP

New

Shares486

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

WPM

WHEATON PRECIOUS METALS CORP

11.45%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MRCY

MERCURY SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

EXPE

EXPEDIA GROUP INC

New

Shares923

Event2026-06-30

Filed2026-07-28

QNITY ELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.2K

Event2026-06-30

Filed2026-07-28

SPTM

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

PCG

PG&E CORP

-12.21%

Shares13.8K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

LIVE NATION ENTERTAINMENT IN

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

LVS

LAS VEGAS SANDS CORP

-7.41%

Shares5.0K

Event2026-06-30

Filed2026-07-28

MMSI

MERIT MED SYS INC

-11.16%

Shares3.3K

Event2026-06-30

Filed2026-07-28

CART

MAPLEBEAR INC

New

Shares4.8K

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC

New

Shares920

Event2026-06-30

Filed2026-07-28

AVDV

AMERICAN CENTY ETF TR

134.66%

Shares2.2K

Event2026-06-30

Filed2026-07-28

EWO

ISHARES INC

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

JBL

JABIL INC

New

Shares583

Event2026-06-30

Filed2026-07-28

INGERSOLL RAND INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

COMP

COMPASS INC

-1.41%

Shares18.2K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

New

Shares3.6K

Event2026-06-30

Filed2026-07-28

TTE

TOTALENERGIES SE

-0.14%

Shares2.8K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

-0.35%

Shares1.7K

Event2026-06-30

Filed2026-07-28

UNILEVER PLC

-12.13%

Shares3.7K

Event2026-06-30

Filed2026-07-28

FIRSTENERGY CORP

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

CHT

CHUNGHWA TELECOM CO LTD

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

CUE

CUE BIOPHARMA INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-28

FERG

FERGUSON ENTERPRISES INC

New

Shares928

Event2026-06-30

Filed2026-07-28

AME

AMETEK INC

New

Shares911

Event2026-06-30

Filed2026-07-28

SYF

SYNCHRONY FINANCIAL

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

RJF

RAYMOND JAMES FINL INC

-0.49%

Shares1.4K

Event2026-06-30

Filed2026-07-28

REGIONS FINANCIAL CORP NEW

New

Shares7.1K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY PLC

10.81%

Shares1.1K

Event2026-06-30

Filed2026-07-28

BCS

BARCLAYS PLC

New

Shares8.0K

Event2026-06-30

Filed2026-07-28

IBN

ICICI BANK LIMITED

New

Shares7.4K

Event2026-06-30

Filed2026-07-28

TOL

TOLL BROTHERS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

MFG

MIZUHO FINANCIAL GROUP INC

-5.14%

Shares22.4K

Event2026-06-30

Filed2026-07-28

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares613

Event2026-06-30

Filed2026-07-28

MUFG

MITSUBISHI UFJ FINANCIAL GRO

2.19%

Shares10.6K

Event2026-06-30

Filed2026-07-28

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

USEA

UNITED MARITIME CORPORATION

0.00%

Shares77.1K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

New

Shares245

Event2026-06-30

Filed2026-07-28

STAA

STAAR SURGICAL CO

New

Shares7.3K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS AND CHEMICALS I

1.00%

Shares709

Event2026-06-30

Filed2026-07-28

VEEV

VEEVA SYS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

DHI

D R HORTON INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

DVN

DEVON ENERGY CORP NEW

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

NTRS

NORTHERN TR CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

PHM

PULTE GROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

New

Shares753

Event2026-06-30

Filed2026-07-28

MMC

MARSH & MCLENNAN COS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

ULST

SSGA ACTIVE ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

RALPH LAUREN CORP

New

Shares501

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-28

INDA

ISHARES TR

5.45%

Shares1.4K

Event2026-06-30

Filed2026-07-28

ALPHABET INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-28

NWG

NATWEST GROUP PLC

New

Shares11.0K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

LNG Call CallCHENIERE ENERGY INC200 sharesnew addition2026-06-302026-07-28

VST Call CallVISTRA CORP200 sharesnew addition2026-06-302026-07-28

LNG Call

CHENIERE ENERGY INC

New

Shares200

Event2026-06-30

Filed2026-07-28

VST Call

VISTRA CORP

New

Shares200

Event2026-06-30

Filed2026-07-28

Put Option Holdings

RH Put PutRH15.0K sharesnew addition2026-06-302026-07-28

LNG Put PutCHENIERE ENERGY INC200 sharesnew addition2026-06-302026-07-28

RH Put

New

Shares15.0K

Event2026-06-30

Filed2026-07-28

LNG Put

CHENIERE ENERGY INC

New

Shares200

Event2026-06-30

Filed2026-07-28