Sponsored

The Analysis of Armbruster Capital Management, Inc.'s Holdings & P&L

Currently, Armbruster Capital Management, Inc. holds 125 types of securities in its portfolio with a total value $670.8M. In the most recent quarter, they have increased their positions in VO (+39.7K shares, valued at $3.2M), N/A (+2.5K shares, valued at $931.4K), SPLV (+10.2K shares, valued at $766.1K); decreased their positions in MTUM (-6.3K shares, valued at $2.1M), INTC (-12.7K shares, valued at $1.8M), N/A (-13.5K shares, valued at $1.3M); initiated new positions in FLEX (+2.3K shares, valued at $378.8K), DGRW (+2.2K shares, valued at $208.2K).

1M P&L

+15.6M+2.53%

3M P&L

+21.7M+3.56%

HY P&L

+36.2M+6.08%

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/A615.3M

96.9%

2Consumer Electronics2.4M

0.4%

3Insurance - Diversified2.4M

0.4%

Top Industries by Stock Count

1N/A82 stocks

74.5%

2Drug Manufacturers - General3 stocks

2.7%

3Internet Content & Information2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MTUM ISHARES TR206.3K shares-2.94%2026-06-302026-07-16

VFVA VANGUARD WELLINGTON FD431.8K shares-0.04%2026-06-302026-07-16

RPV INVESCO EXCHANGE TRADED FD T366.8K shares-0.86%2026-06-302026-07-16

SPLV INVESCO EXCH TRADED FD TR II540.0K shares1.93%2026-06-302026-07-16

QUAL ISHARES TR171.9K shares0.94%2026-06-302026-07-16

VFQY VANGUARD WELLINGTON FD191.8K shares0.69%2026-06-302026-07-16

IVLU ISHARES TR671.7K shares-0.51%2026-06-302026-07-16

IMTM ISHARES TR460.4K shares1.65%2026-06-302026-07-16

Sponsored

IQLT ISHARES TR477.1K shares1.92%2026-06-302026-07-16

AVES AMERICAN CENTY ETF TR353.8K shares1.54%2026-06-302026-07-16

EFAV ISHARES TR228.9K shares3.39%2026-06-302026-07-16

XSMO INVESCO EXCHANGE TRADED FD T198.2K shares-2.14%2026-06-302026-07-16

USMV ISHARES TR165.5K shares-0.33%2026-06-302026-07-16

XSLV INVESCO EXCH TRADED FD TR II265.9K shares2.27%2026-06-302026-07-16

ISHARES TR ISHARES TR143.5K shares-8.63%2026-06-302026-07-16

VFMO VANGUARD WELLINGTON FD47.5K shares-4.23%2026-06-302026-07-16

Sponsored

SPVU INVESCO EXCH TRADED FD TR II156.6K shares-0.51%2026-06-302026-07-16

VV VANGUARD INDEX FDS29.8K shares-0.33%2026-06-302026-07-16

RZV INVESCO EXCHANGE TRADED FD T63.8K shares-3.54%2026-06-302026-07-16

EMGF ISHARES INC125.3K shares-4.49%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.7K shares-0.04%2026-06-302026-07-16

IEMG ISHARES INC87.9K shares-5.67%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR258.4K shares-0.13%2026-06-302026-07-16

IJH ISHARES TR85.9K shares-0.41%2026-06-302026-07-16

Sponsored

VOO VANGUARD INDEX FDS8.3K shares-15.69%2026-06-302026-07-16

ISHARES TR ISHARES TR7.5K shares-0.88%2026-06-302026-07-16

DFIV DIMENSIONAL ETF TRUST96.8K shares-3.39%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS64.8K shares-2.57%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR45.7K shares-10.35%2026-06-302026-07-16

VO VANGUARD INDEX FDS53.7K shares282.58%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR138.8K shares-15.38%2026-06-302026-07-16

AVLV AMERICAN CENTY ETF TR40.0K shares-18.30%2026-06-302026-07-16

Sponsored

IJR ISHARES TR24.2K shares0.00%2026-06-302026-07-16

AVDE AMERICAN CENTY ETF TR40.1K shares-18.20%2026-06-302026-07-16

IDLV INVESCO EXCH TRADED FD TR II96.9K shares-4.25%2026-06-302026-07-16

ESGV VANGUARD WORLD FD22.5K shares0.16%2026-06-302026-07-16

EFIV SPDR SERIES TRUST35.3K shares-0.76%2026-06-302026-07-16

AAPL APPLE INC8.4K shares-3.88%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares-1.18%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR17.2K shares-16.48%2026-06-302026-07-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F34.7K shares-3.98%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares82.07%2026-06-302026-07-16

SMMV ISHARES TR42.8K shares-8.04%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.8K shares-32.02%2026-06-302026-07-16

SPSM SPDR SERIES TRUST27.2K shares-23.84%2026-06-302026-07-16

SPTM SPDR SERIES TRUST16.8K shares-1.09%2026-06-302026-07-16

BNL BROADSTONE NET LEASE INC70.6K shares0.00%2026-06-302026-07-16

AVLC AMERICAN CENTY ETF TR16.2K shares-22.86%2026-06-302026-07-16

Sponsored

ESGD ISHARES TR14.1K shares2.57%2026-06-302026-07-16

SPMD SPDR SERIES TRUST19.7K shares-17.06%2026-06-302026-07-16

INTC INTEL CORP9.5K shares-57.22%2026-06-302026-07-16

SCHE SCHWAB STRATEGIC TR35.1K shares0.01%2026-06-302026-07-16

VB VANGUARD INDEX FDS4.1K shares-2.71%2026-06-302026-07-16

INTF ISHARES TR29.4K shares-12.57%2026-06-302026-07-16

MSFT MICROSOFT CORP3.2K shares-0.87%2026-06-302026-07-16

XMMO INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-06-302026-07-16

Sponsored

VTV VANGUARD INDEX FDS5.4K shares1.55%2026-06-302026-07-16

PWB INVESCO EXCHANGE TRADED FD T6.4K shares0.00%2026-06-302026-07-16

GOOGL ALPHABET INC2.9K shares-0.28%2026-06-302026-07-16

EFA ISHARES TR9.3K shares0.00%2026-06-302026-07-16

VNQ VANGUARD INDEX FDS9.8K shares3.64%2026-06-302026-07-16

PAYX PAYCHEX INC9.4K shares-53.74%2026-06-302026-07-16

EEMV ISHARES INC11.7K shares-2.70%2026-06-302026-07-16

VBR VANGUARD INDEX FDS3.6K shares0.00%2026-06-302026-07-16

Sponsored

BSV VANGUARD BD INDEX FDS11.1K shares0.00%2026-06-302026-07-16

BROADCOM INC BROADCOM INC2.3K shares-25.24%2026-06-302026-07-16

SCHA SCHWAB STRATEGIC TR21.8K shares-0.34%2026-06-302026-07-16

IWV ISHARES TR1.8K shares0.55%2026-06-302026-07-16

QQQ INVESCO QQQ TR1.1K shares-61.77%2026-06-302026-07-16

PWV INVESCO EXCHANGE TRADED FD T10.1K shares0.00%2026-06-302026-07-16

AMGN AMGEN INC2.0K shares-0.15%2026-06-302026-07-16

GLW CORNING INC2.8K shares0.00%2026-06-302026-07-16

Sponsored

NFG NATIONAL FUEL GAS CO8.7K shares0.00%2026-06-302026-07-16

ORACLE CORP ORACLE CORP4.4K shares-0.45%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC7.3K shares0.00%2026-06-302026-07-16

XSVM INVESCO EXCHANGE TRADED FD T9.1K shares0.00%2026-06-302026-07-16

XMVM INVESCO EXCHANGE TRADED FD T8.7K shares0.00%2026-06-302026-07-16

ACWV ISHARES INC5.2K shares0.00%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F7.4K shares0.00%2026-06-302026-07-16

XAR SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-07-16

Sponsored

CISCO SYS INC CISCO SYS INC4.8K shares0.00%2026-06-302026-07-16

ABBVIE INC ABBVIE INC2.2K shares0.00%2026-06-302026-07-16

IUSG ISHARES TR2.9K shares0.00%2026-06-302026-07-16

SCHB SCHWAB STRATEGIC TR18.1K shares0.56%2026-06-302026-07-16

HD HOME DEPOT INC1.4K shares0.00%2026-06-302026-07-16

WMT WALMART INC4.4K shares0.00%2026-06-302026-07-16

XJH ISHARES TR9.4K shares2.17%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares0.00%2026-06-302026-07-16

Sponsored

DIA STATE STR SPDR DOW JONES IND923 shares0.00%2026-06-302026-07-16

GOOG ALPHABET INC1.4K shares0.82%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC926 shares0.00%2026-06-302026-07-16

VSS VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-06-302026-07-16

IBIT ISHARES BITCOIN TRUST ETF13.6K shares0.00%2026-06-302026-07-16

SCHM SCHWAB STRATEGIC TR11.8K shares0.00%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS2.7K shares0.00%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC2.3K shares-59.46%2026-06-302026-07-16

Sponsored

SHW SHERWIN WILLIAMS CO1.2K shares0.00%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON1.6K shares10.71%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-4.32%2026-06-302026-07-16

VXUS VANGUARD STAR FDS4.7K shares32.89%2026-06-302026-07-16

XJR ISHARES TR7.5K shares2.58%2026-06-302026-07-16

AVSC AMERICAN CENTY ETF TR5.4K shares-12.13%2026-06-302026-07-16

FLEX FLEX LTD2.3K sharesnew addition2026-06-302026-07-16

AMZN AMAZON COM INC1.5K shares0.00%2026-06-302026-07-16

Sponsored

VDC VANGUARD WORLD FD1.6K shares0.00%2026-06-302026-07-16

SPHQ INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS7.0K shares1.55%2026-06-302026-07-16

MRK MERCK & CO INC2.7K shares-43.09%2026-06-302026-07-16

TJX TJX COS INC NEW2.2K shares0.00%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC602 shares0.00%2026-06-302026-07-16

TSLA TESLA INC799 shares0.00%2026-06-302026-07-16

SLYV SPDR SERIES TRUST3.0K shares-1.62%2026-06-302026-07-16

Sponsored

GS GOLDMAN SACHS GROUP INC305 shares0.33%2026-06-302026-07-16

NVDA NVIDIA CORPORATION1.5K shares-34.73%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION324 shares0.00%2026-06-302026-07-16

ESGE ISHARES INC4.9K shares-2.00%2026-06-302026-07-16

3M CO 3M CO1.5K shares0.00%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION1.3K shares0.32%2026-06-302026-07-16

PG PROCTER & GAMBLE CO1.6K shares-44.07%2026-06-302026-07-16

KO COCA COLA CO2.8K shares-54.69%2026-06-302026-07-16

Sponsored

CVX CHEVRON CORPORATION1.3K shares-34.47%2026-06-302026-07-16

IAU ISHARES GOLD TR2.9K shares-61.46%2026-06-302026-07-16

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-16

SPHD INVESCO EXCH TRADED FD TR II4.2K shares1.32%2026-06-302026-07-16

DGRW WISDOMTREE TR2.2K sharesnew addition2026-06-302026-07-16

MTUM

ISHARES TR

-2.94%

Shares206.3K

Event2026-06-30

Filed2026-07-16

VFVA

VANGUARD WELLINGTON FD

-0.04%

Shares431.8K

Event2026-06-30

Filed2026-07-16

RPV

INVESCO EXCHANGE TRADED FD T

-0.86%

Shares366.8K

Event2026-06-30

Filed2026-07-16

SPLV

INVESCO EXCH TRADED FD TR II

1.93%

Shares540.0K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

0.94%

Shares171.9K

Event2026-06-30

Filed2026-07-16

VFQY

VANGUARD WELLINGTON FD

0.69%

Shares191.8K

Event2026-06-30

Filed2026-07-16

IVLU

ISHARES TR

-0.51%

Shares671.7K

Event2026-06-30

Filed2026-07-16

IMTM

ISHARES TR

1.65%

Shares460.4K

Event2026-06-30

Filed2026-07-16

IQLT

ISHARES TR

1.92%

Shares477.1K

Event2026-06-30

Filed2026-07-16

AVES

AMERICAN CENTY ETF TR

1.54%

Shares353.8K

Event2026-06-30

Filed2026-07-16

EFAV

ISHARES TR

3.39%

Shares228.9K

Event2026-06-30

Filed2026-07-16

XSMO

INVESCO EXCHANGE TRADED FD T

-2.14%

Shares198.2K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

-0.33%

Shares165.5K

Event2026-06-30

Filed2026-07-16

XSLV

INVESCO EXCH TRADED FD TR II

2.27%

Shares265.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-8.63%

Shares143.5K

Event2026-06-30

Filed2026-07-16

VFMO

VANGUARD WELLINGTON FD

-4.23%

Shares47.5K

Event2026-06-30

Filed2026-07-16

SPVU

INVESCO EXCH TRADED FD TR II

-0.51%

Shares156.6K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-0.33%

Shares29.8K

Event2026-06-30

Filed2026-07-16

RZV

INVESCO EXCHANGE TRADED FD T

-3.54%

Shares63.8K

Event2026-06-30

Filed2026-07-16

EMGF

ISHARES INC

-4.49%

Shares125.3K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-0.04%

Shares10.7K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-5.67%

Shares87.9K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

-0.13%

Shares258.4K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

-0.41%

Shares85.9K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

-15.69%

Shares8.3K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.88%

Shares7.5K

Event2026-06-30

Filed2026-07-16

DFIV

DIMENSIONAL ETF TRUST

-3.39%

Shares96.8K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-2.57%

Shares64.8K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

-10.35%

Shares45.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

282.58%

Shares53.7K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

-15.38%

Shares138.8K

Event2026-06-30

Filed2026-07-16

AVLV

AMERICAN CENTY ETF TR

-18.30%

Shares40.0K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-16

AVDE

AMERICAN CENTY ETF TR

-18.20%

Shares40.1K

Event2026-06-30

Filed2026-07-16

IDLV

INVESCO EXCH TRADED FD TR II

-4.25%

Shares96.9K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD WORLD FD

0.16%

Shares22.5K

Event2026-06-30

Filed2026-07-16

EFIV

SPDR SERIES TRUST

-0.76%

Shares35.3K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-3.88%

Shares8.4K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.18%

Shares4.9K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

-16.48%

Shares17.2K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

-3.98%

Shares34.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

82.07%

Shares5.6K

Event2026-06-30

Filed2026-07-16

SMMV

ISHARES TR

-8.04%

Shares42.8K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-32.02%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SPSM

SPDR SERIES TRUST

-23.84%

Shares27.2K

Event2026-06-30

Filed2026-07-16

SPTM

SPDR SERIES TRUST

-1.09%

Shares16.8K

Event2026-06-30

Filed2026-07-16

BNL

BROADSTONE NET LEASE INC

0.00%

Shares70.6K

Event2026-06-30

Filed2026-07-16

AVLC

AMERICAN CENTY ETF TR

-22.86%

Shares16.2K

Event2026-06-30

Filed2026-07-16

ESGD

ISHARES TR

2.57%

Shares14.1K

Event2026-06-30

Filed2026-07-16

SPMD

SPDR SERIES TRUST

-17.06%

Shares19.7K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-57.22%

Shares9.5K

Event2026-06-30

Filed2026-07-16

SCHE

SCHWAB STRATEGIC TR

0.01%

Shares35.1K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-2.71%

Shares4.1K

Event2026-06-30

Filed2026-07-16

INTF

ISHARES TR

-12.57%

Shares29.4K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-0.87%

Shares3.2K

Event2026-06-30

Filed2026-07-16

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

1.55%

Shares5.4K

Event2026-06-30

Filed2026-07-16

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-0.28%

Shares2.9K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD INDEX FDS

3.64%

Shares9.8K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

-53.74%

Shares9.4K

Event2026-06-30

Filed2026-07-16

EEMV

ISHARES INC

-2.70%

Shares11.7K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD BD INDEX FDS

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-25.24%

Shares2.3K

Event2026-06-30

Filed2026-07-16

SCHA

SCHWAB STRATEGIC TR

-0.34%

Shares21.8K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES TR

0.55%

Shares1.8K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-61.77%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

NFG

NATIONAL FUEL GAS CO

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

-0.45%

Shares4.4K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-16

XSVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-16

XMVM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-16

ACWV

ISHARES INC

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-16

XAR

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

IUSG

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

SCHB

SCHWAB STRATEGIC TR

0.56%

Shares18.1K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

XJH

ISHARES TR

2.17%

Shares9.4K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares923

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

0.82%

Shares1.4K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares926

Event2026-06-30

Filed2026-07-16

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-59.46%

Shares2.3K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

10.71%

Shares1.6K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-4.32%

Shares1.4K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

32.89%

Shares4.7K

Event2026-06-30

Filed2026-07-16

XJR

ISHARES TR

2.58%

Shares7.5K

Event2026-06-30

Filed2026-07-16

AVSC

AMERICAN CENTY ETF TR

-12.13%

Shares5.4K

Event2026-06-30

Filed2026-07-16

FLEX

FLEX LTD

New

Shares2.3K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VDC

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

1.55%

Shares7.0K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-43.09%

Shares2.7K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

0.00%

Shares602

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

0.00%

Shares799

Event2026-06-30

Filed2026-07-16

SLYV

SPDR SERIES TRUST

-1.62%

Shares3.0K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

0.33%

Shares305

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-34.73%

Shares1.5K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

0.00%

Shares324

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES INC

-2.00%

Shares4.9K

Event2026-06-30

Filed2026-07-16

3M CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

0.32%

Shares1.3K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-44.07%

Shares1.6K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-54.69%

Shares2.8K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-34.47%

Shares1.3K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

-61.46%

Shares2.9K

Event2026-06-30

Filed2026-07-16

VOE

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

SPHD

INVESCO EXCH TRADED FD TR II

1.32%

Shares4.2K

Event2026-06-30

Filed2026-07-16

DGRW

WISDOMTREE TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available