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The Analysis of Apella Capital, LLC's Holdings & P&L

Currently, Apella Capital, LLC holds 695 types of securities in its portfolio with a total value $7.1B. In the most recent quarter, they have increased their positions in VUG (+372.7K shares, valued at $32.0M), VO (+388.3K shares, valued at $31.3M), VOOG (+366.6K shares, valued at $30.0M); decreased their positions in NVDA (-36.1K shares, valued at $7.1M), BSV (-76.1K shares, valued at $5.9M), DFAT (-55.1K shares, valued at $3.8M); initiated new positions in AVLC (+44.1K shares, valued at $3.9M), ROKU (+6.7K shares, valued at $940.3K), CRS (+1.5K shares, valued at $856.9K).

1M P&L

+154.5M+2.38%

3M P&L

+104.2M+1.59%

HY P&L

-180.2M-2.63%

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/A6.0B

91.1%

2Consumer Electronics104.7M

1.6%

3Internet Content & Information51.2M

0.8%

Top Industries by Stock Count

1N/A355 stocks

56.3%

2Banks - Regional15 stocks

2.4%

3Utilities - Regulated Electric11 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST16.1M shares2.46%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS743.1K shares1.80%2026-06-302026-07-08

DFSD DIMENSIONAL ETF TRUST5.4M shares3.33%2026-06-302026-07-08

DFCF DIMENSIONAL ETF TRUST4.7M shares5.88%2026-06-302026-07-08

DFUS DIMENSIONAL ETF TRUST2.2M shares0.88%2026-06-302026-07-08

DFIC DIMENSIONAL ETF TRUST4.8M shares4.84%2026-06-302026-07-08

DUHP DIMENSIONAL ETF TRUST4.1M shares5.95%2026-06-302026-07-08

DFAT DIMENSIONAL ETF TRUST2.1M shares-2.58%2026-06-302026-07-08

Sponsored

BND VANGUARD BD INDEX FDS1.8M shares1.37%2026-06-302026-07-08

BSV VANGUARD BD INDEX FDS1.6M shares-4.60%2026-06-302026-07-08

VONE VANGUARD SCOTTSDALE FDS359.5K shares8.75%2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS1.7M shares-1.31%2026-06-302026-07-08

DFGX DIMENSIONAL ETF TRUST2.3M shares6.04%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX F2.0M shares2.62%2026-06-302026-07-08

DFAU DIMENSIONAL ETF TRUST2.1M shares-1.08%2026-06-302026-07-08

DFIV DIMENSIONAL ETF TRUST1.9M shares2.53%2026-06-302026-07-08

Sponsored

AAPL APPLE INC337.2K shares3.56%2026-06-302026-07-08

AVEM AMERICAN CENTY ETF TR997.1K shares3.85%2026-06-302026-07-08

DFNM DIMENSIONAL ETF TRUST1.6M shares20.51%2026-06-302026-07-08

AVDE AMERICAN CENTY ETF TR828.6K shares9.42%2026-06-302026-07-08

DIHP DIMENSIONAL ETF TRUST2.1M shares4.92%2026-06-302026-07-08

DFEM DIMENSIONAL ETF TRUST1.7M shares0.57%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T85.0K shares-3.02%2026-06-302026-07-08

IUSB ISHARES TR1.4M shares23.18%2026-06-302026-07-08

Sponsored

VOO VANGUARD INDEX FDS90.7K shares10.96%2026-06-302026-07-08

DFLV DIMENSIONAL ETF TRUST1.5M shares4.87%2026-06-302026-07-08

DFUV DIMENSIONAL ETF TRUST1.1M shares-0.45%2026-06-302026-07-08

DFAX DIMENSIONAL ETF TRUST1.6M shares-0.64%2026-06-302026-07-08

MGC VANGUARD WORLD FD211.5K shares-2.69%2026-06-302026-07-08

SPAB SPDR SERIES TRUST2.2M shares23.05%2026-06-302026-07-08

ESGV VANGUARD WORLD FD415.3K shares0.37%2026-06-302026-07-08

AVDV AMERICAN CENTY ETF TR525.9K shares7.35%2026-06-302026-07-08

Sponsored

VTV VANGUARD INDEX FDS237.8K shares3.99%2026-06-302026-07-08

ISTB ISHARES TR1.1M shares14.46%2026-06-302026-07-08

VONG VANGUARD SCOTTSDALE FDS402.9K shares13.28%2026-06-302026-07-08

ISHARES TR ISHARES TR513.6K shares5.43%2026-06-302026-07-08

MSFT MICROSOFT CORP121.3K shares-0.02%2026-06-302026-07-08

DFAI DIMENSIONAL ETF TRUST1.1M shares0.70%2026-06-302026-07-08

BNDX VANGUARD CHARLOTTE FDS945.4K shares-3.03%2026-06-302026-07-08

VB VANGUARD INDEX FDS148.0K shares4.07%2026-06-302026-07-08

Sponsored

SUB ISHARES TR415.4K shares-0.73%2026-06-302026-07-08

IAGG ISHARES TR861.1K shares20.04%2026-06-302026-07-08

VO VANGUARD INDEX FDS525.8K shares282.25%2026-06-302026-07-08

SPHY SPDR SERIES TRUST1.8M shares15.85%2026-06-302026-07-08

VYM VANGUARD WHITEHALL FDS259.9K shares-5.59%2026-06-302026-07-08

VUG VANGUARD INDEX FDS447.5K shares498.66%2026-06-302026-07-08

MTUM ISHARES TR121.6K shares-3.19%2026-06-302026-07-08

VOOG VANGUARD ADMIRAL FDS INC445.8K shares463.18%2026-06-302026-07-08

Sponsored

IJH ISHARES TR478.9K shares3.83%2026-06-302026-07-08

JCPB J P MORGAN EXCHANGE TRADED F692.5K shares7.08%2026-06-302026-07-08

GOOG ALPHABET INC87.8K shares0.36%2026-06-302026-07-08

AVLV AMERICAN CENTY ETF TR350.4K shares7.74%2026-06-302026-07-08

SPDW SPDR INDEX SHS FDS634.0K shares-4.77%2026-06-302026-07-08

EMB ISHARES TR325.0K shares13.70%2026-06-302026-07-08

VBIL VANGUARD INSTL INDEX FD412.0K shares-9.38%2026-06-302026-07-08

SPIB SPDR SERIES TRUST883.9K shares19.12%2026-06-302026-07-08

Sponsored

DFAS DIMENSIONAL ETF TRUST357.9K shares1.82%2026-06-302026-07-08

QQQ INVESCO QQQ TR40.3K shares0.06%2026-06-302026-07-08

VCSH VANGUARD SCOTTSDALE FDS354.4K shares-5.61%2026-06-302026-07-08

IWF ISHARES TR227.7K shares294.11%2026-06-302026-07-08

VCIT VANGUARD SCOTTSDALE FDS323.7K shares-6.22%2026-06-302026-07-08

VSS VANGUARD INTL EQUITY INDEX F170.5K shares1.57%2026-06-302026-07-08

VTEB VANGUARD MUN BD FDS504.2K shares5.49%2026-06-302026-07-08

VSGX VANGUARD WORLD FD305.3K shares0.37%2026-06-302026-07-08

Sponsored

DFAE DIMENSIONAL ETF TRUST608.0K shares-0.35%2026-06-302026-07-08

VGSH VANGUARD SCOTTSDALE FDS374.0K shares37.67%2026-06-302026-07-08

JPIB J P MORGAN EXCHANGE TRADED F441.4K shares7.24%2026-06-302026-07-08

BRK.B BERKSHIRE HATHAWAY INC DEL42.1K shares-0.13%2026-06-302026-07-08

JEPI J P MORGAN EXCHANGE TRADED F366.5K shares-4.19%2026-06-302026-07-08

MUB ISHARES TR193.6K shares-0.69%2026-06-302026-07-08

AVUS AMERICAN CENTY ETF TR162.2K shares-6.07%2026-06-302026-07-08

NVDA NVIDIA CORPORATION104.5K shares-25.66%2026-06-302026-07-08

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP141.6K shares0.42%2026-06-302026-07-08

JSCP J P MORGAN EXCHANGE TRADED F415.0K shares-3.65%2026-06-302026-07-08

GOOGL ALPHABET INC52.7K shares1.37%2026-06-302026-07-08

DFSU DIMENSIONAL ETF TRUST409.3K shares3.51%2026-06-302026-07-08

AMZN AMAZON COM INC77.1K shares0.71%2026-06-302026-07-08

DFSV DIMENSIONAL ETF TRUST483.5K shares12.80%2026-06-302026-07-08

VTIP VANGUARD MALVERN FDS362.9K shares-4.48%2026-06-302026-07-08

AVUV AMERICAN CENTY ETF TR145.1K shares-2.30%2026-06-302026-07-08

Sponsored

BIL SPDR SERIES TRUST192.6K shares-5.85%2026-06-302026-07-08

IWD ISHARES TR69.3K shares-4.33%2026-06-302026-07-08

IBTG ISHARES TR738.6K shares-4.90%2026-06-302026-07-08

QUAL ISHARES TR74.9K shares-3.06%2026-06-302026-07-08

VXUS VANGUARD STAR FDS187.6K shares-5.99%2026-06-302026-07-08

IYY ISHARES TR84.3K shares-0.54%2026-06-302026-07-08

BIV VANGUARD BD INDEX FDS200.4K shares-0.93%2026-06-302026-07-08

USXF ISHARES TR227.5K shares-0.73%2026-06-302026-07-08

Sponsored

VBR VANGUARD INDEX FDS62.1K shares-3.08%2026-06-302026-07-08

BBAG J P MORGAN EXCHANGE TRADED F322.2K shares-6.57%2026-06-302026-07-08

DFSI DIMENSIONAL ETF TRUST303.8K shares4.77%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS57.3K shares-1.66%2026-06-302026-07-08

DFAW DIMENSIONAL ETF TRUST159.2K shares11.10%2026-06-302026-07-08

LQD ISHARES TR117.8K shares-4.26%2026-06-302026-07-08

JPMORGAN CHASE & CO JPMORGAN CHASE & CO37.4K shares-0.95%2026-06-302026-07-08

VOE VANGUARD INDEX FDS63.2K shares-7.30%2026-06-302026-07-08

Sponsored

FBND FIDELITY MERRIMACK STR TR273.3K shares10.96%2026-06-302026-07-08

USTB VICTORY PORTFOLIOS II242.1K shares10.03%2026-06-302026-07-08

PBFR PGIM ROCK ETF TR397.7K shares14.89%2026-06-302026-07-08

IJR ISHARES TR83.8K shares-3.26%2026-06-302026-07-08

GEM GOLDMAN SACHS ETF TR238.8K shares-3.08%2026-06-302026-07-08

DISV DIMENSIONAL ETF TRUST290.6K shares4.61%2026-06-302026-07-08

CMF ISHARES TR204.7K shares-3.68%2026-06-302026-07-08

IEMG ISHARES INC145.8K shares-10.48%2026-06-302026-07-08

Sponsored

ESGU ISHARES TR70.8K shares-1.45%2026-06-302026-07-08

IBB ISHARES TR57.5K shares-0.71%2026-06-302026-07-08

JNJ JOHNSON & JOHNSON42.5K shares-1.56%2026-06-302026-07-08

IMTM ISHARES TR215.0K shares-3.14%2026-06-302026-07-08

EAGG ISHARES TR236.2K shares4.55%2026-06-302026-07-08

VV VANGUARD INDEX FDS31.6K shares-0.58%2026-06-302026-07-08

GD GENERAL DYNAMICS CORP27.9K shares3.09%2026-06-302026-07-08

DFAR DIMENSIONAL ETF TRUST386.1K shares-0.55%2026-06-302026-07-08

Sponsored

USMV ISHARES TR103.3K shares-5.38%2026-06-302026-07-08

DFGR DIMENSIONAL ETF TRUST342.8K shares3.81%2026-06-302026-07-08

IBTH ISHARES TR440.8K shares7.33%2026-06-302026-07-08

MASTERCARD INCORPORATED MASTERCARD INCORPORATED18.4K shares-0.38%2026-06-302026-07-08

VEU VANGUARD INTL EQUITY INDEX F118.0K shares-1.25%2026-06-302026-07-08

EWX SPDR INDEX SHS FDS133.3K shares-3.07%2026-06-302026-07-08

DFIP DIMENSIONAL ETF TRUST233.0K shares2.47%2026-06-302026-07-08

DFSB DIMENSIONAL ETF TRUST181.3K shares14.01%2026-06-302026-07-08

Sponsored

SPTS SPDR SERIES TRUST317.5K shares-18.02%2026-06-302026-07-08

JPST J P MORGAN EXCHANGE TRADED F181.8K shares1.96%2026-06-302026-07-08

DFGP DIMENSIONAL ETF TRUST167.8K shares573.33%2026-06-302026-07-08

EFV ISHARES TR115.0K shares-1.93%2026-06-302026-07-08

DGCB DIMENSIONAL ETF TRUST164.1K shares1570.89%2026-06-302026-07-08

ITOT ISHARES TR53.9K shares3.37%2026-06-302026-07-08

IWV ISHARES TR20.4K shares-0.24%2026-06-302026-07-08

TBIL RBB FD INC171.6K shares27.87%2026-06-302026-07-08

Sponsored

IVW ISHARES TR62.5K shares-23.10%2026-06-302026-07-08

ESGD ISHARES TR79.0K shares1.35%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC42.1K shares0.15%2026-06-302026-07-08

DFEV DIMENSIONAL ETF TRUST190.4K shares3.31%2026-06-302026-07-08

VUSB VANGUARD BD INDEX FDS154.9K shares-0.45%2026-06-302026-07-08

ACWX ISHARES TR102.1K shares-1.20%2026-06-302026-07-08

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-06-302026-07-08

VISA INC VISA INC21.0K shares-2.58%2026-06-302026-07-08

Sponsored

GLD SPDR GOLD TR19.6K shares1.73%2026-06-302026-07-08

IWB ISHARES TR17.9K shares0.00%2026-06-302026-07-08

VT VANGUARD INTL EQUITY INDEX F46.7K shares-18.31%2026-06-302026-07-08

SUSB ISHARES TR287.0K shares2.01%2026-06-302026-07-08

VIGI VANGUARD WHITEHALL FDS73.1K shares-1.74%2026-06-302026-07-08

WMT WALMART INC62.0K shares-0.95%2026-06-302026-07-08

PSLV SPROTT ASSET MANAGEMENT LP351.3K shares-0.56%2026-06-302026-07-08

STLD STEEL DYNAMICS INC29.1K shares1.14%2026-06-302026-07-08

Sponsored

VTES VANGUARD WELLINGTON FD64.2K shares-2.03%2026-06-302026-07-08

QLTY GMO ETF TRUST155.2K shares-9.29%2026-06-302026-07-08

DMXF ISHARES TR75.7K shares-0.08%2026-06-302026-07-08

ISHARES TR ISHARES TR8.4K shares-0.41%2026-06-302026-07-08

JNK SPDR SERIES TRUST64.3K shares-4.48%2026-06-302026-07-08

HTRB HARTFORD FDS EXCHANGE TRADED183.7K shares10.94%2026-06-302026-07-08

CAT CATERPILLAR INC6.4K shares0.97%2026-06-302026-07-08

WST WEST PHARMACEUTICAL SVSC INC16.9K shares0.11%2026-06-302026-07-08

Sponsored

ESML ISHARES TR109.6K shares2.01%2026-06-302026-07-08

SCHO SCHWAB STRATEGIC TR246.0K shares2.51%2026-06-302026-07-08

IWM ISHARES TR19.9K shares-0.33%2026-06-302026-07-08

HLT HILTON WORLDWIDE HLDGS INC16.8K shares-5.36%2026-06-302026-07-08

VTEI VANGUARD MUN BD FDS55.6K shares-0.18%2026-06-302026-07-08

ACWV ISHARES INC45.0K shares-1.13%2026-06-302026-07-08

JIRE J P MORGAN EXCHANGE TRADED F65.7K shares-4.74%2026-06-302026-07-08

LLY ELI LILLY & CO4.3K shares3.36%2026-06-302026-07-08

Sponsored

DFIS DIMENSIONAL ETF TRUST148.0K shares2.44%2026-06-302026-07-08

ABBVIE INC ABBVIE INC20.6K shares1.32%2026-06-302026-07-08

JPLD J P MORGAN EXCHANGE TRADED F99.4K shares-0.28%2026-06-302026-07-08

DFSE DIMENSIONAL ETF TRUST103.0K shares7.80%2026-06-302026-07-08

DRTS ALPHA TAU MEDICAL LTD382.3K shares0.00%2026-06-302026-07-08

PFFD GLOBAL X FDS260.8K shares-7.98%2026-06-302026-07-08

MRK MERCK & CO INC37.7K shares1.42%2026-06-302026-07-08

PEP PEPSICO INC33.5K shares-0.10%2026-06-302026-07-08

Sponsored

IBTI ISHARES TR217.6K shares11.75%2026-06-302026-07-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F80.2K shares2.25%2026-06-302026-07-08

EFAV ISHARES TR52.2K shares-6.27%2026-06-302026-07-08

IGSB ISHARES TR87.7K shares-0.99%2026-06-302026-07-08

IBM INTERNATIONAL BUSINESS MACHS14.8K shares-1.33%2026-06-302026-07-08

VGIT VANGUARD SCOTTSDALE FDS77.1K shares-18.73%2026-06-302026-07-08

UNP UNION PAC CORP15.6K shares-1.69%2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC8.5K shares-1.40%2026-06-302026-07-08

Sponsored

PFXF VANECK ETF TRUST243.8K shares-1.68%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.5K shares0.65%2026-06-302026-07-08

PFF ISHARES TR138.5K shares-2.34%2026-06-302026-07-08

SHM SPDR SERIES TRUST88.1K shares0.96%2026-06-302026-07-08

IQLT ISHARES TR85.0K shares-3.14%2026-06-302026-07-08

HD HOME DEPOT INC11.9K shares-6.39%2026-06-302026-07-08

IGF ISHARES TR60.3K shares-1.45%2026-06-302026-07-08

CGSM CAPITAL GRP FIXED INCM ETF T152.6K shares0.44%2026-06-302026-07-08

Sponsored

VNQ VANGUARD INDEX FDS40.9K shares2.59%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC6.5K shares-5.40%2026-06-302026-07-08

DE DEERE & CO6.6K shares0.72%2026-06-302026-07-08

AVLC AMERICAN CENTY ETF TR44.1K sharesnew addition2026-06-302026-07-08

CVX CHEVRON CORPORATION22.5K shares1.05%2026-06-302026-07-08

WFC WELLS FARGO & CO44.8K shares-0.35%2026-06-302026-07-08

SCHG SCHWAB STRATEGIC TR113.1K shares-3.48%2026-06-302026-07-08

TSLA TESLA INC9.5K shares2.27%2026-06-302026-07-08

Sponsored

PG PROCTER & GAMBLE CO24.8K shares-1.19%2026-06-302026-07-08

SPDR SERIES TRUST SPDR SERIES TRUST42.8K shares0.15%2026-06-302026-07-08

VBK VANGUARD INDEX FDS10.6K shares-2.95%2026-06-302026-07-08

ESGE ISHARES INC70.9K shares-0.64%2026-06-302026-07-08

MCD MCDONALDS CORP13.1K shares-0.17%2026-06-302026-07-08

WORLD GOLD TR WORLD GOLD TR45.3K shares-5.02%2026-06-302026-07-08

VTHR VANGUARD SCOTTSDALE FDS11.1K shares0.05%2026-06-302026-07-08

DUSB DIMENSIONAL ETF TRUST72.1K shares-23.49%2026-06-302026-07-08

Sponsored

MDY STATE STR SPDR S&P MIDCAP 405.3K shares-1.20%2026-06-302026-07-08

MLM MARTIN MARIETTA MATLS INC6.0K shares0.07%2026-06-302026-07-08

TXN TEXAS INSTRS INC12.1K shares0.21%2026-06-302026-07-08

CISCO SYS INC CISCO SYS INC31.4K shares9.70%2026-06-302026-07-08

XLV SELECT SECTOR SPDR TR21.3K shares-3.13%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TR19.5K shares-0.98%2026-06-302026-07-08

SEIE SEI EXCHANGE TRADED FUNDS98.1K shares-16.86%2026-06-302026-07-08

EEMV ISHARES INC46.0K shares-3.64%2026-06-302026-07-08

Sponsored

BROADCOM INC BROADCOM INC9.1K shares12.81%2026-06-302026-07-08

RTX CORPORATION RTX CORPORATION16.7K shares0.88%2026-06-302026-07-08

EMXC ISHARES INC34.0K shares-2.55%2026-06-302026-07-08

BA BOEING CO13.9K shares1.95%2026-06-302026-07-08

VGT VANGUARD WORLD FD28.1K shares687.15%2026-06-302026-07-08

NEXTERA ENERGY INC NEXTERA ENERGY INC36.0K shares-5.67%2026-06-302026-07-08

SCHX SCHWAB STRATEGIC TR106.9K shares-5.13%2026-06-302026-07-08

IAU ISHARES GOLD TR40.5K shares-0.02%2026-06-302026-07-08

Sponsored

NOC NORTHROP GRUMMAN CORP5.6K shares-0.02%2026-06-302026-07-08

PHYS SPROTT ASSET MANAGEMENT LP99.7K shares2.99%2026-06-302026-07-08

KO COCA COLA CO36.5K shares1.93%2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP5.7K shares-0.32%2026-06-302026-07-08

GE GE AEROSPACE8.2K shares3.74%2026-06-302026-07-08

DHS WISDOMTREE TR26.1K shares-0.41%2026-06-302026-07-08

VWOB VANGUARD WHITEHALL FDS44.6K shares-1.97%2026-06-302026-07-08

PH PARKER-HANNIFIN CORP3.1K shares0.33%2026-06-302026-07-08

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SHY ISHARES TR35.7K shares-14.88%2026-06-302026-07-08

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VRP INVESCO EXCH TRADED FD TR II118.0K shares2.07%2026-06-302026-07-08

BAC BANK OF AMER CORP48.0K shares-0.57%2026-06-302026-07-08

SOUTHERN CO SOUTHERN CO29.0K shares9.49%2026-06-302026-07-08

IJS ISHARES TR20.2K shares0.00%2026-06-302026-07-08

DIS DISNEY WALT CO27.6K shares-2.47%2026-06-302026-07-08

INTC INTEL CORP24.3K shares8.58%2026-06-302026-07-08

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IBTJ ISHARES TR123.7K shares20.33%2026-06-302026-07-08

EFA ISHARES TR25.3K shares-0.39%2026-06-302026-07-08

IYW ISHARES TR10.8K shares0.02%2026-06-302026-07-08

HEFA ISHARES TR56.1K shares-1.65%2026-06-302026-07-08

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MU MICRON TECHNOLOGY INC2.7K shares9.41%2026-06-302026-07-08

VTEC VANGUARD CALIF TAX FREE FDS24.3K shares42.71%2026-06-302026-07-08

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MDLZ MONDELEZ INTL INC39.5K shares0.87%2026-06-302026-07-08

BE BLOOM ENERGY CORP8.8K shares77.56%2026-06-302026-07-08

SPEM SPDR INDEX SHS FDS45.3K shares-0.26%2026-06-302026-07-08

ARK ETF TR ARK ETF TR28.3K shares-0.55%2026-06-302026-07-08

ORACLE CORP ORACLE CORP16.1K shares-9.13%2026-06-302026-07-08

EMR EMERSON ELEC CO16.4K shares-0.21%2026-06-302026-07-08

TLTW ISHARES TR102.6K shares-0.39%2026-06-302026-07-08

TFC TRUIST FINL CORP43.0K shares0.54%2026-06-302026-07-08

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SRLN SSGA ACTIVE ETF TR54.8K shares0.05%2026-06-302026-07-08

BSVO EA SERIES TRUST76.0K shares0.00%2026-06-302026-07-08

JMUB J P MORGAN EXCHANGE TRADED F42.7K shares-5.70%2026-06-302026-07-08

SBUX STARBUCKS CORP20.5K shares7.62%2026-06-302026-07-08

BCI ABRDN ETFS92.1K shares-30.70%2026-06-302026-07-08

VEEV VEEVA SYS INC10.9K shares-0.16%2026-06-302026-07-08

SCHF SCHWAB STRATEGIC TR75.6K shares8.54%2026-06-302026-07-08

APPLIED MATLS INC APPLIED MATLS INC3.7K shares14.81%2026-06-302026-07-08

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MO ALTRIA GROUP INC28.4K shares0.25%2026-06-302026-07-08

XYLD GLOBAL X FDS50.5K shares-1.70%2026-06-302026-07-08

LDOS LEIDOS HOLDINGS INC18.8K shares0.13%2026-06-302026-07-08

GEV GE VERNOVA INC1.9K shares6.74%2026-06-302026-07-08

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UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.6K shares7.07%2026-06-302026-07-08

RYLD GLOBAL X FDS123.3K shares-3.10%2026-06-302026-07-08

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MAR MARRIOTT INTL INC NEW5.1K shares-2.42%2026-06-302026-07-08

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DOMINION ENERGY INC DOMINION ENERGY INC27.8K shares-1.58%2026-06-302026-07-08

TDVG T ROWE PRICE EXCHANGE-TRADED39.2K shares-2.38%2026-06-302026-07-08

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OEF ISHARES TR5.2K shares-5.47%2026-06-302026-07-08

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VZ VERIZON COMMUNICATIONS INC44.5K shares2.85%2026-06-302026-07-08

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T AT&T INC88.7K shares-0.54%2026-06-302026-07-08

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OMFL INVESCO EXCH TRD SLF IDX FD27.2K shares-1.19%2026-06-302026-07-08

DIA STATE STR SPDR DOW JONES IND3.4K shares-1.15%2026-06-302026-07-08

TOWN TOWNEBANK PORTSMOUTH VA50.1K shares0.03%2026-06-302026-07-08

VLO VALERO ENERGY CORP6.8K shares7.63%2026-06-302026-07-08

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ADP AUTOMATIC DATA PROCESSING IN7.3K shares2.46%2026-06-302026-07-08

CSX CSX CORP36.6K shares0.29%2026-06-302026-07-08

SCHA SCHWAB STRATEGIC TR51.2K shares-6.70%2026-06-302026-07-08

SYK STRYKER CORPORATION5.3K shares-0.99%2026-06-302026-07-08

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SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR38.0K shares-3.00%2026-06-302026-07-08

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BILL BILL HOLDINGS INC42.2K shares-0.00%2026-06-302026-07-08

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IDEV ISHARES TR18.8K shares0.68%2026-06-302026-07-08

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TT TRANE TECHNOLOGIES PLC3.4K shares5.85%2026-06-302026-07-08

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EZM WISDOMTREE TR20.9K shares0.00%2026-06-302026-07-08

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HSCZ ISHARES TR35.6K shares-5.42%2026-06-302026-07-08

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ROK ROCKWELL AUTOMATION INC3.3K shares0.87%2026-06-302026-07-08

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SEIV SEI EXCHANGE TRADED FUNDS31.2K shares-17.69%2026-06-302026-07-08

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HYXF ISHARES TR31.5K shares3.43%2026-06-302026-07-08

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JPME J P MORGAN EXCHANGE TRADED F11.3K shares-2.41%2026-06-302026-07-08

CGHM CAPITAL GRP FIXED INCM ETF T54.5K shares7.36%2026-06-302026-07-08

SAIC SCIENCE APPLICATIONS INTL CO12.3K shares0.10%2026-06-302026-07-08

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IYR ISHARES TR13.3K shares-0.70%2026-06-302026-07-08

VGK VANGUARD INTL EQUITY INDEX F15.5K shares-1.09%2026-06-302026-07-08

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PYLD PIMCO ETF TR52.5K shares23.01%2026-06-302026-07-08

BILZ PIMCO ETF TR13.7K shares0.00%2026-06-302026-07-08

SPMD SPDR SERIES TRUST20.8K shares-1.16%2026-06-302026-07-08

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DHI D R HORTON INC8.5K shares0.45%2026-06-302026-07-08

SCHD SCHWAB STRATEGIC TR40.5K shares-4.70%2026-06-302026-07-08

SPYG SPDR SERIES TRUST11.1K shares-0.40%2026-06-302026-07-08

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LHX L3HARRIS TECHNOLOGIES INC4.2K shares32.74%2026-06-302026-07-08

ELV ELEVANCE HEALTH INC FORMERLY2.9K shares2.63%2026-06-302026-07-08

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COP CONOCOPHILLIPS10.9K shares15.33%2026-06-302026-07-08

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IYH ISHARES TR16.7K shares0.00%2026-06-302026-07-08

IBTK ISHARES TR59.7K shares37.55%2026-06-302026-07-08

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DVY ISHARES TR7.0K shares-9.33%2026-06-302026-07-08

IMCB ISHARES TR11.5K shares0.00%2026-06-302026-07-08

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TYL TYLER TECHNOLOGIES INC3.4K shares-0.15%2026-06-302026-07-08

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MS MORGAN STANLEY4.9K shares4.27%2026-06-302026-07-08

BK BANK OF NY MELLON CORP7.1K shares-1.19%2026-06-302026-07-08

TPR TAPESTRY INC7.3K shares12.94%2026-06-302026-07-08

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CLDX CELLDEX THERAPEUTICS INC NEW26.7K shares56.59%2026-06-302026-07-08

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BSCQ INVESCO EXCH TRD SLF IDX FD53.4K shares0.93%2026-06-302026-07-08

BSCT INVESCO EXCH TRD SLF IDX FD55.8K shares1.56%2026-06-302026-07-08

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QYLD GLOBAL X FDS57.1K shares-31.88%2026-06-302026-07-08

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VCEB VANGUARD WORLD FD16.4K shares0.00%2026-06-302026-07-08

CGW INVESCO EXCH TRADED FD TR II15.3K shares-4.55%2026-06-302026-07-08

TIP ISHARES TR9.2K shares-3.11%2026-06-302026-07-08

SCHB SCHWAB STRATEGIC TR34.3K shares42.73%2026-06-302026-07-08

ED CONSOLIDATED EDISON INC8.6K shares-1.16%2026-06-302026-07-08

TJX TJX COS INC NEW6.2K shares4.62%2026-06-302026-07-08

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SCZ ISHARES TR11.0K shares0.02%2026-06-302026-07-08

VSDA VICTORY PORTFOLIOS II15.2K shares-1.47%2026-06-302026-07-08

LNT ALLIANT ENERGY CORP11.5K shares0.47%2026-06-302026-07-08

CORTEVA INC CORTEVA INC10.3K shares-0.03%2026-06-302026-07-08

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3M CO 3M CO5.6K shares-1.74%2026-06-302026-07-08

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EW EDWARDS LIFESCIENCES CORP9.4K shares25.15%2026-06-302026-07-08

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SPYD SPDR SERIES TRUST18.1K shares-11.71%2026-06-302026-07-08

CRS CARPENTER TECHNOLOGY CORP1.5K sharesnew addition2026-06-302026-07-08

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CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.3K shares308.32%2026-06-302026-07-08

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APH AMPHENOL CORP5.2K shares28.75%2026-06-302026-07-08

IEI ISHARES TR7.0K shares0.00%2026-06-302026-07-08

PAA PLAINS ALL AMERN PIPELINE L35.8K shares6.17%2026-06-302026-07-08

ICLN ISHARES TR41.4K shares3.47%2026-06-302026-07-08

SCHE SCHWAB STRATEGIC TR22.4K shares20.50%2026-06-302026-07-08

GLW CORNING INC4.3K shares13.39%2026-06-302026-07-08

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IEF ISHARES TR8.5K shares0.00%2026-06-302026-07-08

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AVA AVISTA CORP19.2K shares-0.07%2026-06-302026-07-08

SCHM SCHWAB STRATEGIC TR22.1K shares-1.19%2026-06-302026-07-08

BSCV INVESCO EXCH TRD SLF IDX FD47.5K shares1.93%2026-06-302026-07-08

YUM YUM BRANDS INC4.6K shares3.97%2026-06-302026-07-08

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EEM ISHARES TR10.6K shares2.12%2026-06-302026-07-08

IWY ISHARES TR2.4K shares-4.03%2026-06-302026-07-08

SPSM SPDR SERIES TRUST11.9K shares-3.85%2026-06-302026-07-08

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XBI SPDR SERIES TRUST4.1K shares-2.32%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP2.1K shares19.30%2026-06-302026-07-08

CMCSA COMCAST CORP NEW28.5K shares-2.90%2026-06-302026-07-08

IWS ISHARES TR4.0K shares-4.58%2026-06-302026-07-08

KR KROGER CO11.3K shares0.88%2026-06-302026-07-08

BNDW VANGUARD SCOTTSDALE FDS9.7K shares-45.37%2026-06-302026-07-08

DXUV DIMENSIONAL ETF TRUST9.8K shares0.14%2026-06-302026-07-08

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-1.78%2026-06-302026-07-08

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PSX PHILLIPS 663.7K shares3.60%2026-06-302026-07-08

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IWO ISHARES TR1.7K shares2.65%2026-06-302026-07-08

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APD AIR PRODUCTS AND CHEMICALS I2.1K shares0.68%2026-06-302026-07-08

PURECYCLE TECHNOLOGIES INC PURECYCLE TECHNOLOGIES INC88.3K shares14.68%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED1.7K shares4.06%2026-06-302026-07-08

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AVXL ANAVEX LIFE SCIENCES CORP228.0K shares49.01%2026-06-302026-07-08

IUSG ISHARES TR3.3K sharesnew addition2026-06-302026-07-08

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HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.6K sharesnew addition2026-06-302026-07-08

UGI UGI CORP NEW17.4K shares0.92%2026-06-302026-07-08

PFG PRINCIPAL FINANCIAL GROUP IN5.4K shares1.08%2026-06-302026-07-08

LOW LOWES COS INC2.7K shares-2.84%2026-06-302026-07-08

IBIT ISHARES BITCOIN TRUST ETF16.6K shares6.97%2026-06-302026-07-08

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SHW SHERWIN WILLIAMS CO1.7K shares1.75%2026-06-302026-07-08

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APA CORPORATION APA CORPORATION17.5K shares-0.17%2026-06-302026-07-08

JAVA J P MORGAN EXCHANGE TRADED F7.4K shares0.00%2026-06-302026-07-08

SMMU PIMCO ETF TR11.7K shares12.78%2026-06-302026-07-08

DEHP DIMENSIONAL ETF TRUST14.4K sharesnew addition2026-06-302026-07-08

THC TENET HEALTHCARE CORP2.8K shares-6.05%2026-06-302026-07-08

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HONEYWELL INTL INC HONEYWELL INTL INC2.6K sharesnew addition2026-06-302026-07-08

NYF ISHARES TR10.7K shares0.46%2026-06-302026-07-08

JMST J P MORGAN EXCHANGE TRADED F11.2K shares0.66%2026-06-302026-07-08

DHR DANAHER CORP DEL2.9K shares-2.80%2026-06-302026-07-08

SLV ISHARES SILVER TR10.4K shares0.24%2026-06-302026-07-08

VHT VANGUARD WORLD FD1.8K shares-5.27%2026-06-302026-07-08

PEG PUBLIC SVC ENTERPRISE GROUP6.8K shares-0.07%2026-06-302026-07-08

USHY ISHARES TR15.0K shares0.02%2026-06-302026-07-08

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CASY CASEYS GEN STORES INC688 shares67.80%2026-06-302026-07-08

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NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V2.0K shares41.85%2026-06-302026-07-08

HDV ISHARES TR19.0K shares398.82%2026-06-302026-07-08

DFCA DIMENSIONAL ETF TRUST10.6K shares14.34%2026-06-302026-07-08

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ISRG INTUITIVE SURGICAL INC1.2K shares38.71%2026-06-302026-07-08

SEI EXCHANGE TRADED FUNDS SEI EXCHANGE TRADED FUNDS20.8K sharesnew addition2026-06-302026-07-08

NUE NUCOR CORP2.3K sharesnew addition2026-06-302026-07-08

HCA HCA HEALTHCARE INC1.2K shares0.50%2026-06-302026-07-08

DRI DARDEN RESTAURANTS INC2.5K shares1.47%2026-06-302026-07-08

DGRO ISHARES TR6.5K shares18.04%2026-06-302026-07-08

AFL AFLAC INC4.2K shares2.72%2026-06-302026-07-08

Sponsored

RSP INVESCO EXCHANGE TRADED FD T2.3K shares-15.74%2026-06-302026-07-08

MCK MCKESSON CORP612 shares3.38%2026-06-302026-07-08

BBVA BANCO BILBAO VIZCAYA ARGENTA18.8K shares1.36%2026-06-302026-07-08

SCHP SCHWAB STRATEGIC TR18.7K shares1.85%2026-06-302026-07-08

VANECK ETF TRUST VANECK ETF TRUST6.4K shares-5.85%2026-06-302026-07-08

DLS WISDOMTREE TR5.7K shares-2.98%2026-06-302026-07-08

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares5.00%2026-06-302026-07-08

MGK VANGUARD WORLD FD5.5K shares399.82%2026-06-302026-07-08

Sponsored

AVXC AMERICAN CENTY ETF TR5.8K shares0.00%2026-06-302026-07-08

RITM RITHM CAPITAL CORP51.1K shares-2.69%2026-06-302026-07-08

NVS NOVARTIS AG3.0K shares1.79%2026-06-302026-07-08

SHEL SHELL PLC5.7K shares39.61%2026-06-302026-07-08

FELC FIDELITY COVINGTON TRUST10.9K shares0.00%2026-06-302026-07-08

MFC MANULIFE FINL CORP11.0K shares55.93%2026-06-302026-07-08

ENB ENBRIDGE INC8.2K shares-0.75%2026-06-302026-07-08

WPM WHEATON PRECIOUS METALS CORP4.0K shares0.35%2026-06-302026-07-08

Sponsored

RY ROYAL BK CDA2.2K shares3.06%2026-06-302026-07-08

WMB WILLIAMS COS INC6.0K shares2.29%2026-06-302026-07-08

HSY HERSHEY CO2.5K shares1.32%2026-06-302026-07-08

FNDF SCHWAB STRATEGIC TR8.2K shares2.78%2026-06-302026-07-08

FLRN SPDR SERIES TRUST14.1K shares-0.06%2026-06-302026-07-08

ES EVERSOURCE ENERGY5.8K shares2.09%2026-06-302026-07-08

CEG CONSTELLATION ENERGY CORP1.8K shares2.97%2026-06-302026-07-08

CALI BLACKROCK ETF TRUST II8.5K shares-85.97%2026-06-302026-07-08

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF8.7K shares0.00%2026-06-302026-07-08

AMERIPRISE FINL INC AMERIPRISE FINL INC838 shares2.20%2026-06-302026-07-08

F FORD MTR CO31.3K shares-21.53%2026-06-302026-07-08

OMFS INVESCO EXCH TRD SLF IDX FD8.0K shares-6.66%2026-06-302026-07-08

DFAC

DIMENSIONAL ETF TRUST

2.46%

Shares16.1M

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

1.80%

Shares743.1K

Event2026-06-30

Filed2026-07-08

DFSD

DIMENSIONAL ETF TRUST

3.33%

Shares5.4M

Event2026-06-30

Filed2026-07-08

DFCF

DIMENSIONAL ETF TRUST

5.88%

Shares4.7M

Event2026-06-30

Filed2026-07-08

DFUS

DIMENSIONAL ETF TRUST

0.88%

Shares2.2M

Event2026-06-30

Filed2026-07-08

DFIC

DIMENSIONAL ETF TRUST

4.84%

Shares4.8M

Event2026-06-30

Filed2026-07-08

DUHP

DIMENSIONAL ETF TRUST

5.95%

Shares4.1M

Event2026-06-30

Filed2026-07-08

DFAT

DIMENSIONAL ETF TRUST

-2.58%

Shares2.1M

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

1.37%

Shares1.8M

Event2026-06-30

Filed2026-07-08

BSV

VANGUARD BD INDEX FDS

-4.60%

Shares1.6M

Event2026-06-30

Filed2026-07-08

VONE

VANGUARD SCOTTSDALE FDS

8.75%

Shares359.5K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

-1.31%

Shares1.7M

Event2026-06-30

Filed2026-07-08

DFGX

DIMENSIONAL ETF TRUST

6.04%

Shares2.3M

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX F

2.62%

Shares2.0M

Event2026-06-30

Filed2026-07-08

DFAU

DIMENSIONAL ETF TRUST

-1.08%

Shares2.1M

Event2026-06-30

Filed2026-07-08

DFIV

DIMENSIONAL ETF TRUST

2.53%

Shares1.9M

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

3.56%

Shares337.2K

Event2026-06-30

Filed2026-07-08

AVEM

AMERICAN CENTY ETF TR

3.85%

Shares997.1K

Event2026-06-30

Filed2026-07-08

DFNM

DIMENSIONAL ETF TRUST

20.51%

Shares1.6M

Event2026-06-30

Filed2026-07-08

AVDE

AMERICAN CENTY ETF TR

9.42%

Shares828.6K

Event2026-06-30

Filed2026-07-08

DIHP

DIMENSIONAL ETF TRUST

4.92%

Shares2.1M

Event2026-06-30

Filed2026-07-08

DFEM

DIMENSIONAL ETF TRUST

0.57%

Shares1.7M

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

-3.02%

Shares85.0K

Event2026-06-30

Filed2026-07-08

IUSB

ISHARES TR

23.18%

Shares1.4M

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

10.96%

Shares90.7K

Event2026-06-30

Filed2026-07-08

DFLV

DIMENSIONAL ETF TRUST

4.87%

Shares1.5M

Event2026-06-30

Filed2026-07-08

DFUV

DIMENSIONAL ETF TRUST

-0.45%

Shares1.1M

Event2026-06-30

Filed2026-07-08

DFAX

DIMENSIONAL ETF TRUST

-0.64%

Shares1.6M

Event2026-06-30

Filed2026-07-08

MGC

VANGUARD WORLD FD

-2.69%

Shares211.5K

Event2026-06-30

Filed2026-07-08

SPAB

SPDR SERIES TRUST

23.05%

Shares2.2M

Event2026-06-30

Filed2026-07-08

ESGV

VANGUARD WORLD FD

0.37%

Shares415.3K

Event2026-06-30

Filed2026-07-08

AVDV

AMERICAN CENTY ETF TR

7.35%

Shares525.9K

Event2026-06-30

Filed2026-07-08

VTV

VANGUARD INDEX FDS

3.99%

Shares237.8K

Event2026-06-30

Filed2026-07-08

ISTB

ISHARES TR

14.46%

Shares1.1M

Event2026-06-30

Filed2026-07-08

VONG

VANGUARD SCOTTSDALE FDS

13.28%

Shares402.9K

Event2026-06-30

Filed2026-07-08

ISHARES TR

5.43%

Shares513.6K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

-0.02%

Shares121.3K

Event2026-06-30

Filed2026-07-08

DFAI

DIMENSIONAL ETF TRUST

0.70%

Shares1.1M

Event2026-06-30

Filed2026-07-08

BNDX

VANGUARD CHARLOTTE FDS

-3.03%

Shares945.4K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

4.07%

Shares148.0K

Event2026-06-30

Filed2026-07-08

SUB

ISHARES TR

-0.73%

Shares415.4K

Event2026-06-30

Filed2026-07-08

IAGG

ISHARES TR

20.04%

Shares861.1K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

282.25%

Shares525.8K

Event2026-06-30

Filed2026-07-08

SPHY

SPDR SERIES TRUST

15.85%

Shares1.8M

Event2026-06-30

Filed2026-07-08

VYM

VANGUARD WHITEHALL FDS

-5.59%

Shares259.9K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

498.66%

Shares447.5K

Event2026-06-30

Filed2026-07-08

MTUM

ISHARES TR

-3.19%

Shares121.6K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

463.18%

Shares445.8K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

3.83%

Shares478.9K

Event2026-06-30

Filed2026-07-08

JCPB

J P MORGAN EXCHANGE TRADED F

7.08%

Shares692.5K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

0.36%

Shares87.8K

Event2026-06-30

Filed2026-07-08

AVLV

AMERICAN CENTY ETF TR

7.74%

Shares350.4K

Event2026-06-30

Filed2026-07-08

SPDW

SPDR INDEX SHS FDS

-4.77%

Shares634.0K

Event2026-06-30

Filed2026-07-08

EMB

ISHARES TR

13.70%

Shares325.0K

Event2026-06-30

Filed2026-07-08

VBIL

VANGUARD INSTL INDEX FD

-9.38%

Shares412.0K

Event2026-06-30

Filed2026-07-08

SPIB

SPDR SERIES TRUST

19.12%

Shares883.9K

Event2026-06-30

Filed2026-07-08

DFAS

DIMENSIONAL ETF TRUST

1.82%

Shares357.9K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

0.06%

Shares40.3K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

-5.61%

Shares354.4K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR

294.11%

Shares227.7K

Event2026-06-30

Filed2026-07-08

VCIT

VANGUARD SCOTTSDALE FDS

-6.22%

Shares323.7K

Event2026-06-30

Filed2026-07-08

VSS

VANGUARD INTL EQUITY INDEX F

1.57%

Shares170.5K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD MUN BD FDS

5.49%

Shares504.2K

Event2026-06-30

Filed2026-07-08

VSGX

VANGUARD WORLD FD

0.37%

Shares305.3K

Event2026-06-30

Filed2026-07-08

DFAE

DIMENSIONAL ETF TRUST

-0.35%

Shares608.0K

Event2026-06-30

Filed2026-07-08

VGSH

VANGUARD SCOTTSDALE FDS

37.67%

Shares374.0K

Event2026-06-30

Filed2026-07-08

JPIB

J P MORGAN EXCHANGE TRADED F

7.24%

Shares441.4K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.13%

Shares42.1K

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

-4.19%

Shares366.5K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

-0.69%

Shares193.6K

Event2026-06-30

Filed2026-07-08

AVUS

AMERICAN CENTY ETF TR

-6.07%

Shares162.2K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

-25.66%

Shares104.5K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

0.42%

Shares141.6K

Event2026-06-30

Filed2026-07-08

JSCP

J P MORGAN EXCHANGE TRADED F

-3.65%

Shares415.0K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

1.37%

Shares52.7K

Event2026-06-30

Filed2026-07-08

DFSU

DIMENSIONAL ETF TRUST

3.51%

Shares409.3K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

0.71%

Shares77.1K

Event2026-06-30

Filed2026-07-08

DFSV

DIMENSIONAL ETF TRUST

12.80%

Shares483.5K

Event2026-06-30

Filed2026-07-08

VTIP

VANGUARD MALVERN FDS

-4.48%

Shares362.9K

Event2026-06-30

Filed2026-07-08

AVUV

AMERICAN CENTY ETF TR

-2.30%

Shares145.1K

Event2026-06-30

Filed2026-07-08

BIL

SPDR SERIES TRUST

-5.85%

Shares192.6K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES TR

-4.33%

Shares69.3K

Event2026-06-30

Filed2026-07-08

IBTG

ISHARES TR

-4.90%

Shares738.6K

Event2026-06-30

Filed2026-07-08

QUAL

ISHARES TR

-3.06%

Shares74.9K

Event2026-06-30

Filed2026-07-08

VXUS

VANGUARD STAR FDS

-5.99%

Shares187.6K

Event2026-06-30

Filed2026-07-08

IYY

ISHARES TR

-0.54%

Shares84.3K

Event2026-06-30

Filed2026-07-08

BIV

VANGUARD BD INDEX FDS

-0.93%

Shares200.4K

Event2026-06-30

Filed2026-07-08

USXF

ISHARES TR

-0.73%

Shares227.5K

Event2026-06-30

Filed2026-07-08

VBR

VANGUARD INDEX FDS

-3.08%

Shares62.1K

Event2026-06-30

Filed2026-07-08

BBAG

J P MORGAN EXCHANGE TRADED F

-6.57%

Shares322.2K

Event2026-06-30

Filed2026-07-08

DFSI

DIMENSIONAL ETF TRUST

4.77%

Shares303.8K

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

-1.66%

Shares57.3K

Event2026-06-30

Filed2026-07-08

DFAW

DIMENSIONAL ETF TRUST

11.10%

Shares159.2K

Event2026-06-30

Filed2026-07-08

LQD

ISHARES TR

-4.26%

Shares117.8K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

-0.95%

Shares37.4K

Event2026-06-30

Filed2026-07-08

VOE

VANGUARD INDEX FDS

-7.30%

Shares63.2K

Event2026-06-30

Filed2026-07-08

FBND

FIDELITY MERRIMACK STR TR

10.96%

Shares273.3K

Event2026-06-30

Filed2026-07-08

USTB

VICTORY PORTFOLIOS II

10.03%

Shares242.1K

Event2026-06-30

Filed2026-07-08

PBFR

PGIM ROCK ETF TR

14.89%

Shares397.7K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES TR

-3.26%

Shares83.8K

Event2026-06-30

Filed2026-07-08

GEM

GOLDMAN SACHS ETF TR

-3.08%

Shares238.8K

Event2026-06-30

Filed2026-07-08

DISV

DIMENSIONAL ETF TRUST

4.61%

Shares290.6K

Event2026-06-30

Filed2026-07-08

CMF

ISHARES TR

-3.68%

Shares204.7K

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES INC

-10.48%

Shares145.8K

Event2026-06-30

Filed2026-07-08

ESGU

ISHARES TR

-1.45%

Shares70.8K

Event2026-06-30

Filed2026-07-08

IBB

ISHARES TR

-0.71%

Shares57.5K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-1.56%

Shares42.5K

Event2026-06-30

Filed2026-07-08

IMTM

ISHARES TR

-3.14%

Shares215.0K

Event2026-06-30

Filed2026-07-08

EAGG

ISHARES TR

4.55%

Shares236.2K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

-0.58%

Shares31.6K

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

3.09%

Shares27.9K

Event2026-06-30

Filed2026-07-08

DFAR

DIMENSIONAL ETF TRUST

-0.55%

Shares386.1K

Event2026-06-30

Filed2026-07-08

USMV

ISHARES TR

-5.38%

Shares103.3K

Event2026-06-30

Filed2026-07-08

DFGR

DIMENSIONAL ETF TRUST

3.81%

Shares342.8K

Event2026-06-30

Filed2026-07-08

IBTH

ISHARES TR

7.33%

Shares440.8K

Event2026-06-30

Filed2026-07-08

MASTERCARD INCORPORATED

-0.38%

Shares18.4K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

-1.25%

Shares118.0K

Event2026-06-30

Filed2026-07-08

EWX

SPDR INDEX SHS FDS

-3.07%

Shares133.3K

Event2026-06-30

Filed2026-07-08

DFIP

DIMENSIONAL ETF TRUST

2.47%

Shares233.0K

Event2026-06-30

Filed2026-07-08

DFSB

DIMENSIONAL ETF TRUST

14.01%

Shares181.3K

Event2026-06-30

Filed2026-07-08

SPTS

SPDR SERIES TRUST

-18.02%

Shares317.5K

Event2026-06-30

Filed2026-07-08

JPST

J P MORGAN EXCHANGE TRADED F

1.96%

Shares181.8K

Event2026-06-30

Filed2026-07-08

DFGP

DIMENSIONAL ETF TRUST

573.33%

Shares167.8K

Event2026-06-30

Filed2026-07-08

EFV

ISHARES TR

-1.93%

Shares115.0K

Event2026-06-30

Filed2026-07-08

DGCB

DIMENSIONAL ETF TRUST

1570.89%

Shares164.1K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES TR

3.37%

Shares53.9K

Event2026-06-30

Filed2026-07-08

IWV

ISHARES TR

-0.24%

Shares20.4K

Event2026-06-30

Filed2026-07-08

TBIL

RBB FD INC

27.87%

Shares171.6K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES TR

-23.10%

Shares62.5K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

1.35%

Shares79.0K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

0.15%

Shares42.1K

Event2026-06-30

Filed2026-07-08

DFEV

DIMENSIONAL ETF TRUST

3.31%

Shares190.4K

Event2026-06-30

Filed2026-07-08

VUSB

VANGUARD BD INDEX FDS

-0.45%

Shares154.9K

Event2026-06-30

Filed2026-07-08

ACWX

ISHARES TR

-1.20%

Shares102.1K

Event2026-06-30

Filed2026-07-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-06-30

Filed2026-07-08

VISA INC

-2.58%

Shares21.0K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

1.73%

Shares19.6K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES TR

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-08

VANGUARD INTL EQUITY INDEX F

-18.31%

Shares46.7K

Event2026-06-30

Filed2026-07-08

SUSB

ISHARES TR

2.01%

Shares287.0K

Event2026-06-30

Filed2026-07-08

VIGI

VANGUARD WHITEHALL FDS

-1.74%

Shares73.1K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-0.95%

Shares62.0K

Event2026-06-30

Filed2026-07-08

PSLV

SPROTT ASSET MANAGEMENT LP

-0.56%

Shares351.3K

Event2026-06-30

Filed2026-07-08

STLD

STEEL DYNAMICS INC

1.14%

Shares29.1K

Event2026-06-30

Filed2026-07-08

VTES

VANGUARD WELLINGTON FD

-2.03%

Shares64.2K

Event2026-06-30

Filed2026-07-08

QLTY

GMO ETF TRUST

-9.29%

Shares155.2K

Event2026-06-30

Filed2026-07-08

DMXF

ISHARES TR

-0.08%

Shares75.7K

Event2026-06-30

Filed2026-07-08

ISHARES TR

-0.41%

Shares8.4K

Event2026-06-30

Filed2026-07-08

JNK

SPDR SERIES TRUST

-4.48%

Shares64.3K

Event2026-06-30

Filed2026-07-08

HTRB

HARTFORD FDS EXCHANGE TRADED

10.94%

Shares183.7K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

0.97%

Shares6.4K

Event2026-06-30

Filed2026-07-08

WST

WEST PHARMACEUTICAL SVSC INC

0.11%

Shares16.9K

Event2026-06-30

Filed2026-07-08

ESML

ISHARES TR

2.01%

Shares109.6K

Event2026-06-30

Filed2026-07-08

SCHO

SCHWAB STRATEGIC TR

2.51%

Shares246.0K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

-0.33%

Shares19.9K

Event2026-06-30

Filed2026-07-08

HLT

HILTON WORLDWIDE HLDGS INC

-5.36%

Shares16.8K

Event2026-06-30

Filed2026-07-08

VTEI

VANGUARD MUN BD FDS

-0.18%

Shares55.6K

Event2026-06-30

Filed2026-07-08

ACWV

ISHARES INC

-1.13%

Shares45.0K

Event2026-06-30

Filed2026-07-08

JIRE

J P MORGAN EXCHANGE TRADED F

-4.74%

Shares65.7K

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

3.36%

Shares4.3K

Event2026-06-30

Filed2026-07-08

DFIS

DIMENSIONAL ETF TRUST

2.44%

Shares148.0K

Event2026-06-30

Filed2026-07-08

ABBVIE INC

1.32%

Shares20.6K

Event2026-06-30

Filed2026-07-08

JPLD

J P MORGAN EXCHANGE TRADED F

-0.28%

Shares99.4K

Event2026-06-30

Filed2026-07-08

DFSE

DIMENSIONAL ETF TRUST

7.80%

Shares103.0K

Event2026-06-30

Filed2026-07-08

DRTS

ALPHA TAU MEDICAL LTD

0.00%

Shares382.3K

Event2026-06-30

Filed2026-07-08

PFFD

GLOBAL X FDS

-7.98%

Shares260.8K

Event2026-06-30

Filed2026-07-08

MRK

MERCK & CO INC

1.42%

Shares37.7K

Event2026-06-30

Filed2026-07-08

PEP

PEPSICO INC

-0.10%

Shares33.5K

Event2026-06-30

Filed2026-07-08

IBTI

ISHARES TR

11.75%

Shares217.6K

Event2026-06-30

Filed2026-07-08

J P MORGAN EXCHANGE TRADED F

2.25%

Shares80.2K

Event2026-06-30

Filed2026-07-08

EFAV

ISHARES TR

-6.27%

Shares52.2K

Event2026-06-30

Filed2026-07-08

IGSB

ISHARES TR

-0.99%

Shares87.7K

Event2026-06-30

Filed2026-07-08

IBM

INTERNATIONAL BUSINESS MACHS

-1.33%

Shares14.8K

Event2026-06-30

Filed2026-07-08

VGIT

VANGUARD SCOTTSDALE FDS

-18.73%

Shares77.1K

Event2026-06-30

Filed2026-07-08

UNP

UNION PAC CORP

-1.69%

Shares15.6K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

-1.40%

Shares8.5K

Event2026-06-30

Filed2026-07-08

PFXF

VANECK ETF TRUST

-1.68%

Shares243.8K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

0.65%

Shares4.5K

Event2026-06-30

Filed2026-07-08

PFF

ISHARES TR

-2.34%

Shares138.5K

Event2026-06-30

Filed2026-07-08

SHM

SPDR SERIES TRUST

0.96%

Shares88.1K

Event2026-06-30

Filed2026-07-08

IQLT

ISHARES TR

-3.14%

Shares85.0K

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

-6.39%

Shares11.9K

Event2026-06-30

Filed2026-07-08

IGF

ISHARES TR

-1.45%

Shares60.3K

Event2026-06-30

Filed2026-07-08

CGSM

CAPITAL GRP FIXED INCM ETF T

0.44%

Shares152.6K

Event2026-06-30

Filed2026-07-08

VNQ

VANGUARD INDEX FDS

2.59%

Shares40.9K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-5.40%

Shares6.5K

Event2026-06-30

Filed2026-07-08

DEERE & CO

0.72%

Shares6.6K

Event2026-06-30

Filed2026-07-08

AVLC

AMERICAN CENTY ETF TR

New

Shares44.1K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

1.05%

Shares22.5K

Event2026-06-30

Filed2026-07-08

WFC

WELLS FARGO & CO

-0.35%

Shares44.8K

Event2026-06-30

Filed2026-07-08

SCHG

SCHWAB STRATEGIC TR

-3.48%

Shares113.1K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

2.27%

Shares9.5K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

-1.19%

Shares24.8K

Event2026-06-30

Filed2026-07-08

SPDR SERIES TRUST

0.15%

Shares42.8K

Event2026-06-30

Filed2026-07-08

VBK

VANGUARD INDEX FDS

-2.95%

Shares10.6K

Event2026-06-30

Filed2026-07-08

ESGE

ISHARES INC

-0.64%

Shares70.9K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALDS CORP

-0.17%

Shares13.1K

Event2026-06-30

Filed2026-07-08

WORLD GOLD TR

-5.02%

Shares45.3K

Event2026-06-30

Filed2026-07-08

VTHR

VANGUARD SCOTTSDALE FDS

0.05%

Shares11.1K

Event2026-06-30

Filed2026-07-08

DUSB

DIMENSIONAL ETF TRUST

-23.49%

Shares72.1K

Event2026-06-30

Filed2026-07-08

MDY

STATE STR SPDR S&P MIDCAP 40

-1.20%

Shares5.3K

Event2026-06-30

Filed2026-07-08

MLM

MARTIN MARIETTA MATLS INC

0.07%

Shares6.0K

Event2026-06-30

Filed2026-07-08

TXN

TEXAS INSTRS INC

0.21%

Shares12.1K

Event2026-06-30

Filed2026-07-08

CISCO SYS INC

9.70%

Shares31.4K

Event2026-06-30

Filed2026-07-08

XLV

SELECT SECTOR SPDR TR

-3.13%

Shares21.3K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TR

-0.98%

Shares19.5K

Event2026-06-30

Filed2026-07-08

SEIE

SEI EXCHANGE TRADED FUNDS

-16.86%

Shares98.1K

Event2026-06-30

Filed2026-07-08

EEMV

ISHARES INC

-3.64%

Shares46.0K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

12.81%

Shares9.1K

Event2026-06-30

Filed2026-07-08

RTX CORPORATION

0.88%

Shares16.7K

Event2026-06-30

Filed2026-07-08

EMXC

ISHARES INC

-2.55%

Shares34.0K

Event2026-06-30

Filed2026-07-08

BOEING CO

1.95%

Shares13.9K

Event2026-06-30

Filed2026-07-08

VGT

VANGUARD WORLD FD

687.15%

Shares28.1K

Event2026-06-30

Filed2026-07-08

NEXTERA ENERGY INC

-5.67%

Shares36.0K

Event2026-06-30

Filed2026-07-08

SCHX

SCHWAB STRATEGIC TR

-5.13%

Shares106.9K

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

-0.02%

Shares40.5K

Event2026-06-30

Filed2026-07-08

NOC

NORTHROP GRUMMAN CORP

-0.02%

Shares5.6K

Event2026-06-30

Filed2026-07-08

PHYS

SPROTT ASSET MANAGEMENT LP

2.99%

Shares99.7K

Event2026-06-30

Filed2026-07-08

COCA COLA CO

1.93%

Shares36.5K

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

-0.32%

Shares5.7K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

3.74%

Shares8.2K

Event2026-06-30

Filed2026-07-08

DHS

WISDOMTREE TR

-0.41%

Shares26.1K

Event2026-06-30

Filed2026-07-08

VWOB

VANGUARD WHITEHALL FDS

-1.97%

Shares44.6K

Event2026-06-30

Filed2026-07-08

PARKER-HANNIFIN CORP

0.33%

Shares3.1K

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TR

-14.88%

Shares35.7K

Event2026-06-30

Filed2026-07-08

SCHV

SCHWAB STRATEGIC TR

-0.82%

Shares84.4K

Event2026-06-30

Filed2026-07-08

VRP

INVESCO EXCH TRADED FD TR II

2.07%

Shares118.0K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

-0.57%

Shares48.0K

Event2026-06-30

Filed2026-07-08

SOUTHERN CO

9.49%

Shares29.0K

Event2026-06-30

Filed2026-07-08

IJS

ISHARES TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-08

DIS

DISNEY WALT CO

-2.47%

Shares27.6K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP

8.58%

Shares24.3K

Event2026-06-30

Filed2026-07-08

IBTJ

ISHARES TR

20.33%

Shares123.7K

Event2026-06-30

Filed2026-07-08

EFA

ISHARES TR

-0.39%

Shares25.3K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES TR

0.02%

Shares10.8K

Event2026-06-30

Filed2026-07-08

HEFA

ISHARES TR

-1.65%

Shares56.1K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES TR

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

9.41%

Shares2.7K

Event2026-06-30

Filed2026-07-08

VTEC

VANGUARD CALIF TAX FREE FDS

42.71%

Shares24.3K

Event2026-06-30

Filed2026-07-08

ZOOM COMMUNICATIONS INC

0.24%

Shares28.1K

Event2026-06-30

Filed2026-07-08

MDLZ

MONDELEZ INTL INC

0.87%

Shares39.5K

Event2026-06-30

Filed2026-07-08

BLOOM ENERGY CORP

77.56%

Shares8.8K

Event2026-06-30

Filed2026-07-08

SPEM

SPDR INDEX SHS FDS

-0.26%

Shares45.3K

Event2026-06-30

Filed2026-07-08

ARK ETF TR

-0.55%

Shares28.3K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

-9.13%

Shares16.1K

Event2026-06-30

Filed2026-07-08

EMR

EMERSON ELEC CO

-0.21%

Shares16.4K

Event2026-06-30

Filed2026-07-08

TLTW

ISHARES TR

-0.39%

Shares102.6K

Event2026-06-30

Filed2026-07-08

TFC

TRUIST FINL CORP

0.54%

Shares43.0K

Event2026-06-30

Filed2026-07-08

SRLN

SSGA ACTIVE ETF TR

0.05%

Shares54.8K

Event2026-06-30

Filed2026-07-08

BSVO

EA SERIES TRUST

0.00%

Shares76.0K

Event2026-06-30

Filed2026-07-08

JMUB

J P MORGAN EXCHANGE TRADED F

-5.70%

Shares42.7K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP

7.62%

Shares20.5K

Event2026-06-30

Filed2026-07-08

BCI

ABRDN ETFS

-30.70%

Shares92.1K

Event2026-06-30

Filed2026-07-08

VEEV

VEEVA SYS INC

-0.16%

Shares10.9K

Event2026-06-30

Filed2026-07-08

SCHF

SCHWAB STRATEGIC TR

8.54%

Shares75.6K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

14.81%

Shares3.7K

Event2026-06-30

Filed2026-07-08

ALTRIA GROUP INC

0.25%

Shares28.4K

Event2026-06-30

Filed2026-07-08

XYLD

GLOBAL X FDS

-1.70%

Shares50.5K

Event2026-06-30

Filed2026-07-08

LDOS

LEIDOS HOLDINGS INC

0.13%

Shares18.8K

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

6.74%

Shares1.9K

Event2026-06-30

Filed2026-07-08

AXP

AMERICAN EXPRESS CO

-4.49%

Shares5.7K

Event2026-06-30

Filed2026-07-08

DUK

DUKE ENERGY CORP NEW

18.03%

Shares15.6K

Event2026-06-30

Filed2026-07-08

UNITEDHEALTH GROUP INC

7.07%

Shares4.6K

Event2026-06-30

Filed2026-07-08

RYLD

GLOBAL X FDS

-3.10%

Shares123.3K

Event2026-06-30

Filed2026-07-08

MAR

MARRIOTT INTL INC NEW

-2.42%

Shares5.1K

Event2026-06-30

Filed2026-07-08

SPYV

SPDR SERIES TRUST

-3.33%

Shares31.5K

Event2026-06-30

Filed2026-07-08

DOMINION ENERGY INC

-1.58%

Shares27.8K

Event2026-06-30

Filed2026-07-08

TDVG

T ROWE PRICE EXCHANGE-TRADED

-2.38%

Shares39.2K

Event2026-06-30

Filed2026-07-08

XERS

XERIS BIOPHARMA HOLDINGS INC

-8.48%

Shares215.9K

Event2026-06-30

Filed2026-07-08

OEF

ISHARES TR

-5.47%

Shares5.2K

Event2026-06-30

Filed2026-07-08

BLACKSTONE INC

-3.40%

Shares15.7K

Event2026-06-30

Filed2026-07-08

VERIZON COMMUNICATIONS INC

2.85%

Shares44.5K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.27%

Shares4.4K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

2.22%

Shares13.4K

Event2026-06-30

Filed2026-07-08

AT&T INC

-0.54%

Shares88.7K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.43%

Shares19.0K

Event2026-06-30

Filed2026-07-08

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.19%

Shares27.2K

Event2026-06-30

Filed2026-07-08

DIA

STATE STR SPDR DOW JONES IND

-1.15%

Shares3.4K

Event2026-06-30

Filed2026-07-08

TOWN

TOWNEBANK PORTSMOUTH VA

0.03%

Shares50.1K

Event2026-06-30

Filed2026-07-08

VLO

VALERO ENERGY CORP

7.63%

Shares6.8K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC

-6.50%

Shares13.4K

Event2026-06-30

Filed2026-07-08

ADP

AUTOMATIC DATA PROCESSING IN

2.46%

Shares7.3K

Event2026-06-30

Filed2026-07-08

CSX

CSX CORP

0.29%

Shares36.6K

Event2026-06-30

Filed2026-07-08

SCHA

SCHWAB STRATEGIC TR

-6.70%

Shares51.2K

Event2026-06-30

Filed2026-07-08

SYK

STRYKER CORPORATION

-0.99%

Shares5.3K

Event2026-06-30

Filed2026-07-08

FDX

FEDEX CORP

5.16%

Shares5.6K

Event2026-06-30

Filed2026-07-08

SELECT SECTOR SPDR TR

-3.00%

Shares38.0K

Event2026-06-30

Filed2026-07-08

AVGE

AMERICAN CENTY ETF TR

20.94%

Shares17.5K

Event2026-06-30

Filed2026-07-08

BILL

BILL HOLDINGS INC

-0.00%

Shares42.2K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

-6.21%

Shares22.4K

Event2026-06-30

Filed2026-07-08

IDEV

ISHARES TR

0.68%

Shares18.8K

Event2026-06-30

Filed2026-07-08

XLSR

SSGA ACTIVE TR

-3.68%

Shares26.0K

Event2026-06-30

Filed2026-07-08

QCOM

QUALCOMM INC

-2.81%

Shares9.0K

Event2026-06-30

Filed2026-07-08

SEIS

SEI EXCHANGE TRADED FUNDS

-17.58%

Shares50.5K

Event2026-06-30

Filed2026-07-08

TRANE TECHNOLOGIES PLC

5.85%

Shares3.4K

Event2026-06-30

Filed2026-07-08

HYGH

ISHARES U S ETF TR

-5.65%

Shares18.3K

Event2026-06-30

Filed2026-07-08

PNC

PNC FINL SVCS GROUP INC

0.63%

Shares6.2K

Event2026-06-30

Filed2026-07-08

EZM

WISDOMTREE TR

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-08

VXF

VANGUARD INDEX FDS

0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-08

INMU

BLACKROCK ETF TRUST II

11.42%

Shares63.5K

Event2026-06-30

Filed2026-07-08

HSCZ

ISHARES TR

-5.42%

Shares35.6K

Event2026-06-30

Filed2026-07-08

SEEM

SEI EXCHANGE TRADED FUNDS

-19.62%

Shares39.8K

Event2026-06-30

Filed2026-07-08

ROK

ROCKWELL AUTOMATION INC

0.87%

Shares3.3K

Event2026-06-30

Filed2026-07-08

EPD

ENTERPRISE PRODS PARTNERS L

0.02%

Shares40.2K

Event2026-06-30

Filed2026-07-08

ENERGY TRANSFER L P

1.44%

Shares75.9K

Event2026-06-30

Filed2026-07-08

BAC-PL

BANK OF AMER CORP

-1.24%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SEIV

SEI EXCHANGE TRADED FUNDS

-17.69%

Shares31.2K

Event2026-06-30

Filed2026-07-08

SEIM

SEI EXCHANGE TRADED FUNDS

-18.35%

Shares27.8K

Event2026-06-30

Filed2026-07-08

BKLN

INVESCO EXCH TRADED FD TR II

1.70%

Shares71.9K

Event2026-06-30

Filed2026-07-08

HYXF

ISHARES TR

3.43%

Shares31.5K

Event2026-06-30

Filed2026-07-08

VYMI

VANGUARD WHITEHALL FDS

-11.46%

Shares14.5K

Event2026-06-30

Filed2026-07-08

WELL

WELLTOWER INC

0.28%

Shares6.0K

Event2026-06-30

Filed2026-07-08

WFC-PL

WELLS FARGO & CO

-0.97%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AVRE

AMERICAN CENTY ETF TR

3.82%

Shares29.3K

Event2026-06-30

Filed2026-07-08

JPME

J P MORGAN EXCHANGE TRADED F

-2.41%

Shares11.3K

Event2026-06-30

Filed2026-07-08

CGHM

CAPITAL GRP FIXED INCM ETF T

7.36%

Shares54.5K

Event2026-06-30

Filed2026-07-08

SAIC

SCIENCE APPLICATIONS INTL CO

0.10%

Shares12.3K

Event2026-06-30

Filed2026-07-08

ACCENTURE PLC IRELAND

-6.26%

Shares9.8K

Event2026-06-30

Filed2026-07-08

IYR

ISHARES TR

-0.70%

Shares13.3K

Event2026-06-30

Filed2026-07-08

VGK

VANGUARD INTL EQUITY INDEX F

-1.09%

Shares15.5K

Event2026-06-30

Filed2026-07-08

PYLD

PIMCO ETF TR

23.01%

Shares52.5K

Event2026-06-30

Filed2026-07-08

BILZ

PIMCO ETF TR

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-08

SPMD

SPDR SERIES TRUST

-1.16%

Shares20.8K

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES TR

2.95%

Shares2.4K

Event2026-06-30

Filed2026-07-08

DOCS

DOXIMITY INC

-0.28%

Shares58.7K

Event2026-06-30

Filed2026-07-08

DHI

D R HORTON INC

0.45%

Shares8.5K

Event2026-06-30

Filed2026-07-08

SCHD

SCHWAB STRATEGIC TR

-4.70%

Shares40.5K

Event2026-06-30

Filed2026-07-08

SPYG

SPDR SERIES TRUST

-0.40%

Shares11.1K

Event2026-06-30

Filed2026-07-08

ALL

ALLSTATE CORP

0.78%

Shares5.1K

Event2026-06-30

Filed2026-07-08

MUNI

PIMCO ETF TR

16.34%

Shares24.6K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP

17.70%

Shares3.9K

Event2026-06-30

Filed2026-07-08

JPIN

J P MORGAN EXCHANGE TRADED F

-0.67%

Shares17.5K

Event2026-06-30

Filed2026-07-08

LHX

L3HARRIS TECHNOLOGIES INC

32.74%

Shares4.2K

Event2026-06-30

Filed2026-07-08

ELV

ELEVANCE HEALTH INC FORMERLY

2.63%

Shares2.9K

Event2026-06-30

Filed2026-07-08

STARWOOD PPTY TR INC

2.26%

Shares73.4K

Event2026-06-30

Filed2026-07-08

DCOR

DIMENSIONAL ETF TRUST

-3.09%

Shares14.8K

Event2026-06-30

Filed2026-07-08

PANW

PALO ALTO NETWORKS INC

4.20%

Shares3.6K

Event2026-06-30

Filed2026-07-08

REET

ISHARES TR

-16.23%

Shares42.5K

Event2026-06-30

Filed2026-07-08

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.19%

Shares27.1K

Event2026-06-30

Filed2026-07-08

HYMB

SPDR SERIES TRUST

-0.43%

Shares47.2K

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

15.33%

Shares10.9K

Event2026-06-30

Filed2026-07-08

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-08

IYH

ISHARES TR

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-08

IBTK

ISHARES TR

37.55%

Shares59.7K

Event2026-06-30

Filed2026-07-08

AEP

AMERICAN ELEC PWR CO INC

8.51%

Shares8.4K

Event2026-06-30

Filed2026-07-08

FNDX

SCHWAB STRATEGIC TR

2.15%

Shares36.8K

Event2026-06-30

Filed2026-07-08

WASTE MGMT INC DEL

0.29%

Shares4.8K

Event2026-06-30

Filed2026-07-08

PFE

PFIZER INC

-6.13%

Shares46.6K

Event2026-06-30

Filed2026-07-08

SUSA

ISHARES TR

-1.26%

Shares7.3K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES TR

-9.33%

Shares7.0K

Event2026-06-30

Filed2026-07-08

IMCB

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

-2.28%

Shares11.5K

Event2026-06-30

Filed2026-07-08

TYL

TYLER TECHNOLOGIES INC

-0.15%

Shares3.4K

Event2026-06-30

Filed2026-07-08

ADI

ANALOG DEVICES INC

0.55%

Shares2.9K

Event2026-06-30

Filed2026-07-08

IWN

ISHARES TR

0.18%

Shares5.0K

Event2026-06-30

Filed2026-07-08

AMGN

AMGEN INC

-1.36%

Shares3.0K

Event2026-06-30

Filed2026-07-08

GOLDMAN SACHS GROUP INC

5.73%

Shares1.1K

Event2026-06-30

Filed2026-07-08

MORGAN STANLEY

4.27%

Shares4.9K

Event2026-06-30

Filed2026-07-08

BANK OF NY MELLON CORP

-1.19%

Shares7.1K

Event2026-06-30

Filed2026-07-08

TPR

TAPESTRY INC

12.94%

Shares7.3K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-08

CLDX

CELLDEX THERAPEUTICS INC NEW

56.59%

Shares26.7K

Event2026-06-30

Filed2026-07-08

DES

WISDOMTREE TR

0.00%

Shares26.5K

Event2026-06-30

Filed2026-07-08

BSCS

INVESCO EXCH TRD SLF IDX FD

1.50%

Shares51.8K

Event2026-06-30

Filed2026-07-08

BSCR

INVESCO EXCH TRD SLF IDX FD

1.46%

Shares53.4K

Event2026-06-30

Filed2026-07-08

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.93%

Shares53.4K

Event2026-06-30

Filed2026-07-08

BSCT

INVESCO EXCH TRD SLF IDX FD

1.56%

Shares55.8K

Event2026-06-30

Filed2026-07-08

BSCU

INVESCO EXCH TRD SLF IDX FD

1.59%

Shares62.2K

Event2026-06-30

Filed2026-07-08

QYLD

GLOBAL X FDS

-31.88%

Shares57.1K

Event2026-06-30

Filed2026-07-08

PCAR

PACCAR INC

0.82%

Shares8.2K

Event2026-06-30

Filed2026-07-08

VCEB

VANGUARD WORLD FD

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-08

CGW

INVESCO EXCH TRADED FD TR II

-4.55%

Shares15.3K

Event2026-06-30

Filed2026-07-08

TIP

ISHARES TR

-3.11%

Shares9.2K

Event2026-06-30

Filed2026-07-08

SCHB

SCHWAB STRATEGIC TR

42.73%

Shares34.3K

Event2026-06-30

Filed2026-07-08

CONSOLIDATED EDISON INC

-1.16%

Shares8.6K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

4.62%

Shares6.2K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

2.59%

Shares1.4K

Event2026-06-30

Filed2026-07-08

ROKU

ROKU INC

New

Shares6.7K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

-2.04%

Shares527

Event2026-06-30

Filed2026-07-08

CRM

SALESFORCE INC

2.75%

Shares5.4K

Event2026-06-30

Filed2026-07-08

SCZ

ISHARES TR

0.02%

Shares11.0K

Event2026-06-30

Filed2026-07-08

VSDA

VICTORY PORTFOLIOS II

-1.47%

Shares15.2K

Event2026-06-30

Filed2026-07-08

LNT

ALLIANT ENERGY CORP

0.47%

Shares11.5K

Event2026-06-30

Filed2026-07-08

CORTEVA INC

-0.03%

Shares10.3K

Event2026-06-30

Filed2026-07-08

3M CO

-1.74%

Shares5.6K

Event2026-06-30

Filed2026-07-08

ETN

EATON CORP PLC

-0.40%

Shares2.3K

Event2026-06-30

Filed2026-07-08

EDWARDS LIFESCIENCES CORP

25.15%

Shares9.4K

Event2026-06-30

Filed2026-07-08

HPE

HEWLETT PACKARD ENTERPRISE C

1.66%

Shares20.3K

Event2026-06-30

Filed2026-07-08

SPYD

SPDR SERIES TRUST

-11.71%

Shares18.1K

Event2026-06-30

Filed2026-07-08

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

KLAC

KLA CORP

1076.19%

Shares4.0K

Event2026-06-30

Filed2026-07-08

CROWDSTRIKE HLDGS INC

308.32%

Shares4.3K

Event2026-06-30

Filed2026-07-08

DELL

DELL TECHNOLOGIES INC

39.12%

Shares2.0K

Event2026-06-30

Filed2026-07-08

HOOD

ROBINHOOD MKTS INC

-2.88%

Shares7.3K

Event2026-06-30

Filed2026-07-08

APH

AMPHENOL CORP

28.75%

Shares5.2K

Event2026-06-30

Filed2026-07-08

IEI

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-08

PAA

PLAINS ALL AMERN PIPELINE L

6.17%

Shares35.8K

Event2026-06-30

Filed2026-07-08

ICLN

ISHARES TR

3.47%

Shares41.4K

Event2026-06-30

Filed2026-07-08

SCHE

SCHWAB STRATEGIC TR

20.50%

Shares22.4K

Event2026-06-30

Filed2026-07-08

GLW

CORNING INC

13.39%

Shares4.3K

Event2026-06-30

Filed2026-07-08

IEF

ISHARES TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-08

FERG

FERGUSON ENTERPRISES INC

-0.14%

Shares3.6K

Event2026-06-30

Filed2026-07-08

DTE

DTE ENERGY CO

0.66%

Shares5.2K

Event2026-06-30

Filed2026-07-08

LIN

LINDE PLC

-13.49%

Shares1.5K

Event2026-06-30

Filed2026-07-08

AVA

AVISTA CORP

-0.07%

Shares19.2K

Event2026-06-30

Filed2026-07-08

SCHM

SCHWAB STRATEGIC TR

-1.19%

Shares22.1K

Event2026-06-30

Filed2026-07-08

BSCV

INVESCO EXCH TRD SLF IDX FD

1.93%

Shares47.5K

Event2026-06-30

Filed2026-07-08

YUM

YUM BRANDS INC

3.97%

Shares4.6K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-0.08%

Shares12.8K

Event2026-06-30

Filed2026-07-08

VLUE

ISHARES TR

0.66%

Shares3.8K

Event2026-06-30

Filed2026-07-08

CVS

CVS HEALTH CORP

1.71%

Shares6.9K

Event2026-06-30

Filed2026-07-08

SEIQ

SEI EXCHANGE TRADED FUNDS

-15.68%

Shares17.6K

Event2026-06-30

Filed2026-07-08

RWO

SPDR INDEX SHS FDS

-4.17%

Shares13.8K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TR

2.12%

Shares10.6K

Event2026-06-30

Filed2026-07-08

IWY

ISHARES TR

-4.03%

Shares2.4K

Event2026-06-30

Filed2026-07-08

SPSM

SPDR SERIES TRUST

-3.85%

Shares11.9K

Event2026-06-30

Filed2026-07-08

XBI

SPDR SERIES TRUST

-2.32%

Shares4.1K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

19.30%

Shares2.1K

Event2026-06-30

Filed2026-07-08

CMCSA

COMCAST CORP NEW

-2.90%

Shares28.5K

Event2026-06-30

Filed2026-07-08

IWS

ISHARES TR

-4.58%

Shares4.0K

Event2026-06-30

Filed2026-07-08

KROGER CO

0.88%

Shares11.3K

Event2026-06-30

Filed2026-07-08

BNDW

VANGUARD SCOTTSDALE FDS

-45.37%

Shares9.7K

Event2026-06-30

Filed2026-07-08

DXUV

DIMENSIONAL ETF TRUST

0.14%

Shares9.8K

Event2026-06-30

Filed2026-07-08

TMO

THERMO FISHER SCIENTIFIC INC

-1.78%

Shares1.3K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

3.60%

Shares3.7K

Event2026-06-30

Filed2026-07-08

CARR

CARRIER GLOBAL CORPORATION

2.51%

Shares9.5K

Event2026-06-30

Filed2026-07-08

STN

STANTEC INC

0.21%

Shares9.4K

Event2026-06-30

Filed2026-07-08

IWO

ISHARES TR

2.65%

Shares1.7K

Event2026-06-30

Filed2026-07-08

RELIANCE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

APD

AIR PRODUCTS AND CHEMICALS I

0.68%

Shares2.1K

Event2026-06-30

Filed2026-07-08

PURECYCLE TECHNOLOGIES INC

14.68%

Shares88.3K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

4.06%

Shares1.7K

Event2026-06-30

Filed2026-07-08

AVXL

ANAVEX LIFE SCIENCES CORP

49.01%

Shares228.0K

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

XLE

SELECT SECTOR SPDR TR

9.55%

Shares11.2K

Event2026-06-30

Filed2026-07-08

HONEYWELL AEROSPACE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-08

UGI

UGI CORP NEW

0.92%

Shares17.4K

Event2026-06-30

Filed2026-07-08

PFG

PRINCIPAL FINANCIAL GROUP IN

1.08%

Shares5.4K

Event2026-06-30

Filed2026-07-08

LOW

LOWES COS INC

-2.84%

Shares2.7K

Event2026-06-30

Filed2026-07-08

IBIT

ISHARES BITCOIN TRUST ETF

6.97%

Shares16.6K

Event2026-06-30

Filed2026-07-08

SHW

SHERWIN WILLIAMS CO

1.75%

Shares1.7K

Event2026-06-30

Filed2026-07-08

VMBS

VANGUARD SCOTTSDALE FDS

0.02%

Shares12.9K

Event2026-06-30

Filed2026-07-08

VPU

VANGUARD WORLD FD

-4.94%

Shares3.0K

Event2026-06-30

Filed2026-07-08

APA CORPORATION

-0.17%

Shares17.5K

Event2026-06-30

Filed2026-07-08

JAVA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-08

SMMU

PIMCO ETF TR

12.78%

Shares11.7K

Event2026-06-30

Filed2026-07-08

DEHP

DIMENSIONAL ETF TRUST

New

Shares14.4K

Event2026-06-30

Filed2026-07-08

THC

TENET HEALTHCARE CORP

-6.05%

Shares2.8K

Event2026-06-30

Filed2026-07-08

HONEYWELL INTL INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-08

NYF

ISHARES TR

0.46%

Shares10.7K

Event2026-06-30

Filed2026-07-08

JMST

J P MORGAN EXCHANGE TRADED F

0.66%

Shares11.2K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

-2.80%

Shares2.9K

Event2026-06-30

Filed2026-07-08

SLV

ISHARES SILVER TR

0.24%

Shares10.4K

Event2026-06-30

Filed2026-07-08

VHT

VANGUARD WORLD FD

-5.27%

Shares1.8K

Event2026-06-30

Filed2026-07-08

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.07%

Shares6.8K

Event2026-06-30

Filed2026-07-08

USHY

ISHARES TR

0.02%

Shares15.0K

Event2026-06-30

Filed2026-07-08

CASY

CASEYS GEN STORES INC

67.80%

Shares688

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

4.20%

Shares546

Event2026-06-30

Filed2026-07-08

WPC

WP CAREY INC

-1.39%

Shares7.6K

Event2026-06-30

Filed2026-07-08

ADOBE INC

15.47%

Shares2.4K

Event2026-06-30

Filed2026-07-08

NXP SEMICONDUCTORS N V

41.85%

Shares2.0K

Event2026-06-30

Filed2026-07-08

HDV

ISHARES TR

398.82%

Shares19.0K

Event2026-06-30

Filed2026-07-08

DFCA

DIMENSIONAL ETF TRUST

14.34%

Shares10.6K

Event2026-06-30

Filed2026-07-08

ZION

ZIONS BANCORPORATION NATL AS

0.35%

Shares7.5K

Event2026-06-30

Filed2026-07-08

SDY

SPDR SERIES TRUST

-7.11%

Shares3.4K

Event2026-06-30

Filed2026-07-08

ISRG

INTUITIVE SURGICAL INC

38.71%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SEI EXCHANGE TRADED FUNDS

New

Shares20.8K

Event2026-06-30

Filed2026-07-08

NUE

NUCOR CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

HCA

HCA HEALTHCARE INC

0.50%

Shares1.2K

Event2026-06-30

Filed2026-07-08

DRI

DARDEN RESTAURANTS INC

1.47%

Shares2.5K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

18.04%

Shares6.5K

Event2026-06-30

Filed2026-07-08

AFL

AFLAC INC

2.72%

Shares4.2K

Event2026-06-30

Filed2026-07-08

RSP

INVESCO EXCHANGE TRADED FD T

-15.74%

Shares2.3K

Event2026-06-30

Filed2026-07-08

MCK

MCKESSON CORP

3.38%

Shares612

Event2026-06-30

Filed2026-07-08

BBVA

BANCO BILBAO VIZCAYA ARGENTA

1.36%

Shares18.8K

Event2026-06-30

Filed2026-07-08

SCHP

SCHWAB STRATEGIC TR

1.85%

Shares18.7K

Event2026-06-30

Filed2026-07-08

VANECK ETF TRUST

-5.85%

Shares6.4K

Event2026-06-30

Filed2026-07-08

DLS

WISDOMTREE TR

-2.98%

Shares5.7K

Event2026-06-30

Filed2026-07-08

TRAVELERS COMPANIES INC

5.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

MGK

VANGUARD WORLD FD

399.82%

Shares5.5K

Event2026-06-30

Filed2026-07-08

AVXC

AMERICAN CENTY ETF TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-08

RITM

RITHM CAPITAL CORP

-2.69%

Shares51.1K

Event2026-06-30

Filed2026-07-08

NVS

NOVARTIS AG

1.79%

Shares3.0K

Event2026-06-30

Filed2026-07-08

SHEL

SHELL PLC

39.61%

Shares5.7K

Event2026-06-30

Filed2026-07-08

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-08

MFC

MANULIFE FINL CORP

55.93%

Shares11.0K

Event2026-06-30

Filed2026-07-08

ENB

ENBRIDGE INC

-0.75%

Shares8.2K

Event2026-06-30

Filed2026-07-08

WPM

WHEATON PRECIOUS METALS CORP

0.35%

Shares4.0K

Event2026-06-30

Filed2026-07-08

ROYAL BK CDA

3.06%

Shares2.2K

Event2026-06-30

Filed2026-07-08

WMB

WILLIAMS COS INC

2.29%

Shares6.0K

Event2026-06-30

Filed2026-07-08

HSY

HERSHEY CO

1.32%

Shares2.5K

Event2026-06-30

Filed2026-07-08

FNDF

SCHWAB STRATEGIC TR

2.78%

Shares8.2K

Event2026-06-30

Filed2026-07-08

FLRN

SPDR SERIES TRUST

-0.06%

Shares14.1K

Event2026-06-30

Filed2026-07-08

EVERSOURCE ENERGY

2.09%

Shares5.8K

Event2026-06-30

Filed2026-07-08

CEG

CONSTELLATION ENERGY CORP

2.97%

Shares1.8K

Event2026-06-30

Filed2026-07-08

CALI

BLACKROCK ETF TRUST II

-85.97%

Shares8.5K

Event2026-06-30

Filed2026-07-08

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-08

AMERIPRISE FINL INC

2.20%

Shares838

Event2026-06-30

Filed2026-07-08

FORD MTR CO

-21.53%

Shares31.3K

Event2026-06-30

Filed2026-07-08

OMFS

INVESCO EXCH TRD SLF IDX FD

-6.66%

Shares8.0K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

META PLATFORMS INC Call CallMETA PLATFORMS INC400 sharesnew addition2026-06-302026-07-08

MSFT Call CallMICROSOFT CORP600 sharesnew addition2026-06-302026-07-08

SLV Call CallISHARES SILVER TR3.9K shares105.26%2026-06-302026-07-08

BROADCOM INC Call CallBROADCOM INC400 sharesnew addition2026-06-302026-07-08

GOOGL Call CallALPHABET INC400 sharesnew addition2026-06-302026-07-08

ADOBE INC Call CallADOBE INC600 sharesnew addition2026-06-302026-07-08

NVDA Call CallNVIDIA CORPORATION600 sharesnew addition2026-06-302026-07-08

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC200 sharesnew addition2026-06-302026-07-08

TSLA Call CallTESLA INC200 sharesnew addition2026-06-302026-07-08

PPLT Call CallABRDN PLATINUM ETF TRUST5.0K sharesnew addition2026-06-302026-07-08

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC400 sharesnew addition2026-06-302026-07-08

CRM Call CallSALESFORCE INC200 sharesnew addition2026-06-302026-07-08

ANET Call CallARISTA NETWORKS INC200 sharesnew addition2026-06-302026-07-08

APH Call CallAMPHENOL CORP200 sharesnew addition2026-06-302026-07-08

HPE Call CallHEWLETT PACKARD ENTERPRISE C400 sharesnew addition2026-06-302026-07-08

NKE Call CallNIKE INC200 sharesnew addition2026-06-302026-07-08

ENVX Call CallENOVIX CORPORATION1.5K shares-54.55%2026-06-302026-07-08

META PLATFORMS INC Call

META PLATFORMS INC

New

Shares400

Event2026-06-30

Filed2026-07-08

MSFT Call

MICROSOFT CORP

New

Shares600

Event2026-06-30

Filed2026-07-08

SLV Call

ISHARES SILVER TR

105.26%

Shares3.9K

Event2026-06-30

Filed2026-07-08

BROADCOM INC Call

BROADCOM INC

New

Shares400

Event2026-06-30

Filed2026-07-08

GOOGL Call

ALPHABET INC

New

Shares400

Event2026-06-30

Filed2026-07-08

ADOBE INC Call

ADOBE INC

New

Shares600

Event2026-06-30

Filed2026-07-08

NVDA Call

NVIDIA CORPORATION

New

Shares600

Event2026-06-30

Filed2026-07-08

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares200

Event2026-06-30

Filed2026-07-08

TSLA Call

TESLA INC

New

Shares200

Event2026-06-30

Filed2026-07-08

PPLT Call

ABRDN PLATINUM ETF TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-08

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

New

Shares400

Event2026-06-30

Filed2026-07-08

CRM Call

SALESFORCE INC

New

Shares200

Event2026-06-30

Filed2026-07-08

ANET Call

ARISTA NETWORKS INC

New

Shares200

Event2026-06-30

Filed2026-07-08

APH Call

AMPHENOL CORP

New

Shares200

Event2026-06-30

Filed2026-07-08

HPE Call

HEWLETT PACKARD ENTERPRISE C

New

Shares400

Event2026-06-30

Filed2026-07-08

NKE Call

NIKE INC

New

Shares200

Event2026-06-30

Filed2026-07-08

ENVX Call

ENOVIX CORPORATION

-54.55%

Shares1.5K

Event2026-06-30

Filed2026-07-08

Put Option Holdings

AAPL Put PutAPPLE INC4.0K shares0.00%2026-06-302026-07-08

THC Put PutTENET HEALTHCARE CORP800 sharesnew addition2026-06-302026-07-08

TSLA Put PutTESLA INC100 shares0.00%2026-06-302026-07-08

NVDA Put PutNVIDIA CORPORATION200 sharesnew addition2026-06-302026-07-08

AAPL Put

APPLE INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-08

THC Put

TENET HEALTHCARE CORP

New

Shares800

Event2026-06-30

Filed2026-07-08

TSLA Put

TESLA INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-08

NVDA Put

NVIDIA CORPORATION

New

Shares200

Event2026-06-30

Filed2026-07-08