The Analysis of ASPIRIANT, LLC's Holdings


Currently, ASPIRIANT, LLC holds 297 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in VBR (+43.8K shares, valued at $9.2M), IEFA (+67.5K shares, valued at $5.9M), FBND (+68.4K shares, valued at $3.2M); decreased their positions in VTEB (-689.6K shares, valued at $34.5M), IVV (-26.3K shares, valued at $17.6M), AGG (-121.8K shares, valued at $12.2M); initiated new positions in UBER (+7.7K shares, valued at $754.1K), RDIV (+13.4K shares, valued at $700.0K), SCHF (+27.3K shares, valued at $636.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR598.4K shares-4.21%2025-09-302025-10-24history
IUSV ISHARES TR3.6M shares0.68%2025-09-302025-10-24history
VBR VANGUARD INDEX FDS1.5M shares2.96%2025-09-302025-10-24history
ACWV ISHARES INC2.4M shares0.19%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS968.5K shares0.46%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS4.1M shares-14.32%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS157.2K shares-0.32%2025-09-302025-10-24history
EFV ISHARES TR1.1M shares-0.97%2025-09-302025-10-24history
Sponsored
AAPL APPLE INC292.9K shares-2.47%2025-09-302025-10-24history
IEFA ISHARES TR839.2K shares8.75%2025-09-302025-10-24history
IEMG ISHARES INC1.0M shares0.81%2025-09-302025-10-24history
IWB ISHARES TR112.1K shares-0.54%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS544.7K shares2.75%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR60.4K shares-0.96%2025-09-302025-10-24history
MUB ISHARES TR338.1K shares-0.71%2025-09-302025-10-24history
DFUV DIMENSIONAL ETF TRUST725.1K shares0.62%2025-09-302025-10-24history
Sponsored
VIOV VANGUARD ADMIRAL FDS INC333.3K shares-2.24%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS95.6K shares-0.25%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL61.4K shares-2.20%2025-09-302025-10-24history
AOR ISHARES TR465.6K shares2.97%2025-09-302025-10-24history
CRBN ISHARES TR114.7K shares1.00%2025-09-302025-10-24history
FBND FIDELITY MERRIMACK STR TR547.7K shares14.26%2025-09-302025-10-24history
VEU VANGUARD INTL EQUITY INDEX F328.3K shares0.14%2025-09-302025-10-24history
MSFT MICROSOFT CORP45.0K shares-4.16%2025-09-302025-10-24history
Sponsored
DFAX DIMENSIONAL ETF TRUST736.9K shares-1.13%2025-09-302025-10-24history
FNDE SCHWAB STRATEGIC TR624.1K shares-1.89%2025-09-302025-10-24history
DEM WISDOMTREE TR420.0K shares-0.59%2025-09-302025-10-24history
VB VANGUARD INDEX FDS75.3K shares7.52%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS102.4K shares-1.61%2025-09-302025-10-24history
GOOGL ALPHABET INC73.9K shares-1.82%2025-09-302025-10-24history
DFNM DIMENSIONAL ETF TRUST367.0K shares5.64%2025-09-302025-10-24history
AGG ISHARES TR163.7K shares-42.66%2025-09-302025-10-24history
Sponsored
VSS VANGUARD INTL EQUITY INDEX F106.3K shares-4.89%2025-09-302025-10-24history
XLF SELECT SECTOR SPDR TR280.6K shares0.54%2025-09-302025-10-24history
IWN ISHARES TR84.7K shares-0.34%2025-09-302025-10-24history
PWRD TCW ETF TRUST142.8K shares0.90%2025-09-302025-10-24history
DFAC DIMENSIONAL ETF TRUST320.2K shares-1.32%2025-09-302025-10-24history
IWM ISHARES TR46.2K shares-0.46%2025-09-302025-10-24history
DFAT DIMENSIONAL ETF TRUST191.9K shares-0.99%2025-09-302025-10-24history
FNDF SCHWAB STRATEGIC TR252.2K shares1.67%2025-09-302025-10-24history
Sponsored
GOOG ALPHABET INC42.3K shares-2.74%2025-09-302025-10-24history
VGT VANGUARD WORLD FD13.1K shares1.99%2025-09-302025-10-24history
IWV ISHARES TR25.5K shares-0.21%2025-09-302025-10-24history
DFIV DIMENSIONAL ETF TRUST202.4K shares-0.94%2025-09-302025-10-24history
VOTE TCW ETF TRUST105.6K shares3.24%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS137.5K shares2.12%2025-09-302025-10-24history
USMV ISHARES TR85.4K shares-1.29%2025-09-302025-10-24history
DFAS DIMENSIONAL ETF TRUST117.1K shares3.88%2025-09-302025-10-24history
Sponsored
DLN WISDOMTREE TR90.2K shares38.23%2025-09-302025-10-24history
META META PLATFORMS INC10.6K shares-3.99%2025-09-302025-10-24history
IWD ISHARES TR36.9K shares3.04%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.23.0K shares-5.35%2025-09-302025-10-24history
AMZN AMAZON COM INC31.7K shares5.36%2025-09-302025-10-24history
EFAV ISHARES TR76.9K shares-2.32%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS12.8K shares6.88%2025-09-302025-10-24history
IJR ISHARES TR51.4K shares5.30%2025-09-302025-10-24history
Sponsored
SCHX SCHWAB STRATEGIC TR229.9K shares-0.21%2025-09-302025-10-24history
BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F110.9K shares1.92%2025-09-302025-10-24history
ORCL ORACLE CORP19.8K shares-0.83%2025-09-302025-10-24history
ITOT ISHARES TR37.9K shares0.00%2025-09-302025-10-24history
QAI NEW YORK LIFE INVESTMENTS ET163.7K shares6.96%2025-09-302025-10-24history
MNA NEW YORK LIFE INVESTMENTS ET141.7K shares7.58%2025-09-302025-10-24history
IYY ISHARES TR29.7K shares0.00%2025-09-302025-10-24history
Sponsored
PG PROCTER AND GAMBLE CO31.4K shares-3.57%2025-09-302025-10-24history
EFA ISHARES TR49.2K shares-50.71%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION24.5K shares-5.02%2025-09-302025-10-24history
IUSG ISHARES TR27.8K shares0.00%2025-09-302025-10-24history
CINF CINCINNATI FINL CORP28.9K shares-3.48%2025-09-302025-10-24history
VV VANGUARD INDEX FDS14.7K shares10.07%2025-09-302025-10-24history
SCZ ISHARES TR57.4K shares-1.27%2025-09-302025-10-24history
VUSB VANGUARD BD INDEX FDS86.9K shares38.12%2025-09-302025-10-24history
Sponsored
QQQ INVESCO QQQ TR7.2K shares-0.10%2025-09-302025-10-24history
VTIP VANGUARD MALVERN FDS82.6K shares1.10%2025-09-302025-10-24history
RY ROYAL BK CDA27.9K shares-1.65%2025-09-302025-10-24history
IJH ISHARES TR58.8K shares-11.18%2025-09-302025-10-24history
IWR ISHARES TR39.3K shares-50.18%2025-09-302025-10-24history
VONV VANGUARD SCOTTSDALE FDS40.2K shares0.00%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON19.3K shares-4.60%2025-09-302025-10-24history
IWF ISHARES TR7.6K shares-24.26%2025-09-302025-10-24history
Sponsored
VNQ VANGUARD INDEX FDS37.1K shares0.28%2025-09-302025-10-24history
AVGO BROADCOM INC10.1K shares-8.45%2025-09-302025-10-24history
BILL BILL HOLDINGS INC59.6K shares-0.02%2025-09-302025-10-24history
TJX TJX COS INC NEW21.6K shares-1.73%2025-09-302025-10-24history
RSP INVESCO EXCHANGE TRADED FD T15.7K shares-14.12%2025-09-302025-10-24history
XOM EXXON MOBIL CORP25.5K shares-0.31%2025-09-302025-10-24history
TDG TRANSDIGM GROUP INC2.0K shares-0.30%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS35.1K shares0.00%2025-09-302025-10-24history
Sponsored
PEP PEPSICO INC17.1K shares-8.76%2025-09-302025-10-24history
ACWI ISHARES TR17.3K shares-0.33%2025-09-302025-10-24history
TSLA TESLA INC5.1K shares-23.14%2025-09-302025-10-24history
ABT ABBOTT LABS17.1K shares-1.19%2025-09-302025-10-24history
SCHW SCHWAB CHARLES CORP23.8K shares-4.00%2025-09-302025-10-24history
HD HOME DEPOT INC5.6K shares-0.51%2025-09-302025-10-24history
SDY SPDR SERIES TRUST15.6K shares0.00%2025-09-302025-10-24history
AOM ISHARES TR45.2K shares16.58%2025-09-302025-10-24history
Sponsored
ABBV ABBVIE INC9.2K shares9.99%2025-09-302025-10-24history
EEM ISHARES TR39.6K shares-55.40%2025-09-302025-10-24history
SHV ISHARES TR18.8K shares-1.21%2025-09-302025-10-24history
CVX CHEVRON CORP NEW13.4K shares-5.36%2025-09-302025-10-24history
QCOM QUALCOMM INC12.3K shares-4.02%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR77.8K shares0.00%2025-09-302025-10-24history
VNQI VANGUARD INTL EQUITY INDEX F41.5K shares0.00%2025-09-302025-10-24history
MDY SPDR S&P MIDCAP 400 ETF TR3.2K shares0.00%2025-09-302025-10-24history
Sponsored
COST COSTCO WHSL CORP NEW2.0K shares-8.14%2025-09-302025-10-24history
WFC WELLS FARGO CO NEW21.7K shares-4.25%2025-09-302025-10-24history
MA MASTERCARD INCORPORATED3.1K shares-5.59%2025-09-302025-10-24history
LOW LOWES COS INC7.0K shares6.37%2025-09-302025-10-24history
IWP ISHARES TR12.3K shares-50.13%2025-09-302025-10-24history
BAC BANK AMERICA CORP33.1K shares-5.23%2025-09-302025-10-24history
DSI ISHARES TR13.5K shares0.00%2025-09-302025-10-24history
NFLX NETFLIX INC1.4K shares-3.18%2025-09-302025-10-24history
Sponsored
VYM VANGUARD WHITEHALL FDS11.6K shares0.08%2025-09-302025-10-24history
V VISA INC4.8K shares3.89%2025-09-302025-10-24history
RTX RTX CORPORATION9.4K shares-1.35%2025-09-302025-10-24history
UNP UNION PAC CORP6.4K shares-10.36%2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP4.4K shares-10.43%2025-09-302025-10-24history
DIS DISNEY WALT CO13.2K shares-2.39%2025-09-302025-10-24history
TT TRANE TECHNOLOGIES PLC3.6K shares-5.47%2025-09-302025-10-24history
SCHV SCHWAB STRATEGIC TR50.5K shares9.39%2025-09-302025-10-24history
Sponsored
ADP AUTOMATIC DATA PROCESSING IN4.9K shares-16.06%2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO4.3K shares-1.41%2025-09-302025-10-24history
PAYX PAYCHEX INC11.2K shares-0.44%2025-09-302025-10-24history
VBK VANGUARD INDEX FDS4.5K shares-9.63%2025-09-302025-10-24history
EEMV ISHARES INC20.3K shares-6.00%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS4.5K shares-3.92%2025-09-302025-10-24history
MPC MARATHON PETE CORP6.6K shares-2.73%2025-09-302025-10-24history
AMGN AMGEN INC4.5K shares1.45%2025-09-302025-10-24history
Sponsored
GE GE AEROSPACE4.2K shares-10.83%2025-09-302025-10-24history
CSCO CISCO SYS INC17.9K shares-1.62%2025-09-302025-10-24history
WMT WALMART INC11.9K shares-11.36%2025-09-302025-10-24history
LQD ISHARES TR10.9K shares-49.46%2025-09-302025-10-24history
DIHP DIMENSIONAL ETF TRUST39.9K shares0.00%2025-09-302025-10-24history
VXF VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-10-24history
CAT CATERPILLAR INC2.5K shares-1.39%2025-09-302025-10-24history
EAGG ISHARES TR24.2K shares0.00%2025-09-302025-10-24history
Sponsored
MRK MERCK & CO INC13.8K shares-17.75%2025-09-302025-10-24history
AOA ISHARES TR12.8K shares1.02%2025-09-302025-10-24history
IWO ISHARES TR3.4K shares-1.66%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR40.1K shares-11.54%2025-09-302025-10-24history
MMM 3M CO7.0K shares-4.83%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC3.1K shares-8.48%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR3.7K shares22.24%2025-09-302025-10-24history
ADBE ADOBE INC2.9K shares-2.16%2025-09-302025-10-24history
Sponsored
VO VANGUARD INDEX FDS3.4K shares0.00%2025-09-302025-10-24history
SLGN SILGAN HLDGS INC23.1K shares-0.10%2025-09-302025-10-24history
SPG SIMON PPTY GROUP INC NEW5.3K shares-1.80%2025-09-302025-10-24history
CRM SALESFORCE INC4.2K shares-18.31%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR30.6K shares89.51%2025-09-302025-10-24history
GLD SPDR GOLD TR2.6K shares0.00%2025-09-302025-10-24history
VGSH VANGUARD SCOTTSDALE FDS15.9K shares0.25%2025-09-302025-10-24history
SUSA ISHARES TR6.9K shares0.00%2025-09-302025-10-24history
Sponsored
BNDX VANGUARD CHARLOTTE FDS18.3K shares-0.50%2025-09-302025-10-24history
DGRO ISHARES TR13.2K shares-1.67%2025-09-302025-10-24history
DVY ISHARES TR6.3K shares0.00%2025-09-302025-10-24history
COF CAPITAL ONE FINL CORP4.1K shares8.87%2025-09-302025-10-24history
IVE ISHARES TR4.2K shares-50.00%2025-09-302025-10-24history
USB US BANCORP DEL17.8K shares-12.11%2025-09-302025-10-24history
SDG ISHARES TR10.2K shares0.00%2025-09-302025-10-24history
KO COCA COLA CO12.7K shares-8.12%2025-09-302025-10-24history
Sponsored
QSR RESTAURANT BRANDS INTL INC13.1K shares-0.12%2025-09-302025-10-24history
HYG ISHARES TR10.2K shares0.82%2025-09-302025-10-24history
SLNO SOLENO THERAPEUTICS INC12.1K shares0.00%2025-09-302025-10-24history
DHR DANAHER CORPORATION4.1K shares-10.12%2025-09-302025-10-24history
VGIT VANGUARD SCOTTSDALE FDS13.4K shares93.88%2025-09-302025-10-24history
QEMM SPDR INDEX SHS FDS12.1K shares0.00%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC1.6K shares-0.68%2025-09-302025-10-24history
UBER UBER TECHNOLOGIES INC7.7K sharesnew addition2025-09-302025-10-24history
Sponsored
HDV ISHARES TR6.1K shares143.90%2025-09-302025-10-24history
VT VANGUARD INTL EQUITY INDEX F5.4K shares6.31%2025-09-302025-10-24history
ESGU ISHARES TR5.1K shares0.00%2025-09-302025-10-24history
SHY ISHARES TR8.9K shares-30.05%2025-09-302025-10-24history
CP CANADIAN PACIFIC KANSAS CITY9.8K shares-0.38%2025-09-302025-10-24history
DOCU DOCUSIGN INC10.1K shares-0.17%2025-09-302025-10-24history
PFE PFIZER INC28.0K shares1.37%2025-09-302025-10-24history
VOT VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-10-24history
Sponsored
RDIV INVESCO EXCH TRADED FD TR II13.4K sharesnew addition2025-09-302025-10-24history
GS GOLDMAN SACHS GROUP INC876 shares-12.66%2025-09-302025-10-24history
IJT ISHARES TR4.9K shares0.00%2025-09-302025-10-24history
KMI KINDER MORGAN INC DEL23.9K shares-3.80%2025-09-302025-10-24history
IUSB ISHARES TR14.2K shares-2.22%2025-09-302025-10-24history
DUHP DIMENSIONAL ETF TRUST17.3K shares0.00%2025-09-302025-10-24history
VOE VANGUARD INDEX FDS3.7K shares0.00%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR27.3K sharesnew addition2025-09-302025-10-24history
Sponsored
BBH VANECK ETF TRUST3.7K shares0.00%2025-09-302025-10-24history
HBAN HUNTINGTON BANCSHARES INC35.7K shares-0.63%2025-09-302025-10-24history
AMAT APPLIED MATLS INC3.0K shares-7.25%2025-09-302025-10-24history
SCHM SCHWAB STRATEGIC TR20.5K shares30.40%2025-09-302025-10-24history
IAU ISHARES GOLD TR7.9K shares1.79%2025-09-302025-10-24history
DDOG DATADOG INC4.0K sharesnew addition2025-09-302025-10-24history
FROG JFROG LTD11.7K shares0.00%2025-09-302025-10-24history
CMCSA COMCAST CORP NEW17.0K shares-6.53%2025-09-302025-10-24history
Sponsored
MCD MCDONALDS CORP1.7K shares-6.20%2025-09-302025-10-24history
IJJ ISHARES TR4.0K shares-4.54%2025-09-302025-10-24history
SPLV INVESCO EXCH TRADED FD TR II7.0K shares0.00%2025-09-302025-10-24history
FDX FEDEX CORP2.2K shares-22.57%2025-09-302025-10-24history
NOW SERVICENOW INC551 shares15.27%2025-09-302025-10-24history
MS MORGAN STANLEY3.1K shares-2.06%2025-09-302025-10-24history
IDV ISHARES TR13.7K shares0.00%2025-09-302025-10-24history
GEV GE VERNOVA INC805 shares-18.44%2025-09-302025-10-24history
Sponsored
AVUS AMERICAN CENTY ETF TR4.5K shares0.00%2025-09-302025-10-24history
NOBL PROSHARES TR4.7K shares-7.60%2025-09-302025-10-24history
VOOG VANGUARD ADMIRAL FDS INC1.1K shares0.00%2025-09-302025-10-24history
VAW VANGUARD WORLD FD2.3K shares0.00%2025-09-302025-10-24history
TIP ISHARES TR4.3K shares0.92%2025-09-302025-10-24history
ESAB ESAB CORPORATION4.2K shares-0.31%2025-09-302025-10-24history
DE DEERE & CO1.0K shares-3.18%2025-09-302025-10-24history
BSV VANGUARD BD INDEX FDS5.8K shares-41.16%2025-09-302025-10-24history
Sponsored
SPYM SPDR SERIES TRUST5.7K shares33.90%2025-09-302025-10-24history
AVDE AMERICAN CENTY ETF TR5.6K shares0.00%2025-09-302025-10-24history
TFC TRUIST FINL CORP9.5K shares-18.35%2025-09-302025-10-24history
LLY ELI LILLY & CO567 shares-10.14%2025-09-302025-10-24history
BLK BLACKROCK INC366 shares-3.68%2025-09-302025-10-24history
ETN EATON CORP PLC1.1K shares67.01%2025-09-302025-10-24history
DUK DUKE ENERGY CORP NEW3.3K shares-1.82%2025-09-302025-10-24history
SBUX STARBUCKS CORP4.9K shares-1.28%2025-09-302025-10-24history
Sponsored
ECL ECOLAB INC1.5K shares-16.25%2025-09-302025-10-24history
QUAL ISHARES TR2.1K shares0.00%2025-09-302025-10-24history
INTC INTEL CORP12.1K shares-29.45%2025-09-302025-10-24history
SOXX ISHARES TR1.5K sharesnew addition2025-09-302025-10-24history
REET ISHARES TR15.6K shares-22.82%2025-09-302025-10-24history
JEF JEFFERIES FINL GROUP INC6.1K shares-0.51%2025-09-302025-10-24history
SCHZ SCHWAB STRATEGIC TR16.8K shares0.00%2025-09-302025-10-24history
ILCG ISHARES TR3.7K sharesnew addition2025-09-302025-10-24history
Sponsored
PANW PALO ALTO NETWORKS INC1.8K shares-26.15%2025-09-302025-10-24history
PVLA PALVELLA THERAPEUTICS INC NE5.9K sharesnew addition2025-09-302025-10-24history
WM WASTE MGMT INC DEL1.7K shares-13.45%2025-09-302025-10-24history
SCHA SCHWAB STRATEGIC TR12.8K sharesnew addition2025-09-302025-10-24history
TMUS T-MOBILE US INC1.5K shares-10.98%2025-09-302025-10-24history
RLJ-PA RLJ LODGING TR14.0K shares0.00%2025-09-302025-10-24history
DIA SPDR DOW JONES INDL AVERAGE758 shares0.00%2025-09-302025-10-24history
D DOMINION ENERGY INC5.7K shares-1.17%2025-09-302025-10-24history
Sponsored
IGSB ISHARES TR6.6K shares-14.94%2025-09-302025-10-24history
GSK GSK PLC8.0K shares-1.47%2025-09-302025-10-24history
NUEM NUSHARES ETF TR9.6K shares0.00%2025-09-302025-10-24history
IWS ISHARES TR2.4K shares-50.63%2025-09-302025-10-24history
STRL STERLING INFRASTRUCTURE INC1.0K sharesnew addition2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS4.2K shares-20.00%2025-09-302025-10-24history
PH PARKER-HANNIFIN CORP443 shares-4.11%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP659 shares-31.21%2025-09-302025-10-24history
Sponsored
BX BLACKSTONE INC1.9K shares-1.76%2025-09-302025-10-24history
RWX SPDR INDEX SHS FDS11.7K shares0.00%2025-09-302025-10-24history
AOK ISHARES TR8.1K shares0.00%2025-09-302025-10-24history
COP CONOCOPHILLIPS3.3K shares-29.64%2025-09-302025-10-24history
ITW ILLINOIS TOOL WKS INC1.2K shares-2.11%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC4.2K shares-2.44%2025-09-302025-10-24history
MDT MEDTRONIC PLC3.2K shares-1.16%2025-09-302025-10-24history
AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2025-09-302025-10-24history
Sponsored
CHTR CHARTER COMMUNICATIONS INC N1.1K shares-10.13%2025-09-302025-10-24history
RWR SPDR SERIES TRUST3.0K shares0.00%2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC6.9K shares-12.71%2025-09-302025-10-24history
MCK MCKESSON CORP390 shares-27.10%2025-09-302025-10-24history
DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-10-24history
QLC FLEXSHARES TR3.8K shares0.00%2025-09-302025-10-24history
HON HONEYWELL INTL INC1.4K shares-20.75%2025-09-302025-10-24history
MGK VANGUARD WORLD FD714 shares0.00%2025-09-302025-10-24history
Sponsored
SPDN DIREXION SHS ETF TR29.8K shares0.00%2025-09-302025-10-24history
BMY BRISTOL-MYERS SQUIBB CO6.2K shares-18.95%2025-09-302025-10-24history
AVUV AMERICAN CENTY ETF TR2.8K shares7.39%2025-09-302025-10-24history
NFG NATIONAL FUEL GAS CO3.0K shares-9.28%2025-09-302025-10-24history
BOX BOX INC8.6K shares-0.28%2025-09-302025-10-24history
XLU SELECT SECTOR SPDR TR3.2K shares0.00%2025-09-302025-10-24history
BKNG BOOKING HOLDINGS INC51 shares-28.17%2025-09-302025-10-24history
ENB ENBRIDGE INC5.4K shares0.00%2025-09-302025-10-24history
Sponsored
NVO NOVO-NORDISK A S4.9K shares1.00%2025-09-302025-10-24history
BA BOEING CO1.3K shares-1.17%2025-09-302025-10-24history
TTE TOTALENERGIES SE4.5K shares0.00%2025-09-302025-10-24history
IBIT ISHARES BITCOIN TRUST ETF4.1K shares0.05%2025-09-302025-10-24history
MET METLIFE INC3.2K shares-16.94%2025-09-302025-10-24history
VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2025-09-302025-10-24history
GWX SPDR INDEX SHS FDS6.3K shares0.00%2025-09-302025-10-24history
VTEC VANGUARD CALIF TAX FREE FDS2.5K shares0.00%2025-09-302025-10-24history
Sponsored
AIG AMERICAN INTL GROUP INC3.1K shares-10.93%2025-09-302025-10-24history
NVS NOVARTIS AG1.9K shares-6.85%2025-09-302025-10-24history
LIN LINDE PLC509 shares-11.01%2025-09-302025-10-24history
VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2025-09-302025-10-24history
ANET ARISTA NETWORKS INC1.7K shares-44.68%2025-09-302025-10-24history
AJG GALLAGHER ARTHUR J & CO771 shares3.35%2025-09-302025-10-24history
VHT VANGUARD WORLD FD919 sharesnew addition2025-09-302025-10-24history
ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-12.96%2025-09-302025-10-24history
Sponsored
DFAW DIMENSIONAL ETF TRUST3.3K sharesnew addition2025-09-302025-10-24history
CB CHUBB LIMITED823 shares-37.93%2025-09-302025-10-24history
BCAL CALIFORNIA BANCORP13.9K shares0.00%2025-09-302025-10-24history
PM PHILIP MORRIS INTL INC1.4K shares-37.40%2025-09-302025-10-24history
BEP BROOKFIELD RENEWABLE PARTNER8.6K sharesnew addition2025-09-302025-10-24history
GIS GENERAL MLS INC4.3K shares1.58%2025-09-302025-10-24history
T AT&T INC7.7K shares-14.17%2025-09-302025-10-24history
FNDX SCHWAB STRATEGIC TR8.2K shares-8.72%2025-09-302025-10-24history
Sponsored
EFG ISHARES TR1.9K shares0.00%2025-09-302025-10-24history
INTU INTUIT310 shares-15.53%2025-09-302025-10-24history
REZI RESIDEO TECHNOLOGIES INC4.9K sharesnew addition2025-09-302025-10-24history
CI THE CIGNA GROUP732 shares-18.30%2025-09-302025-10-24history
ACN ACCENTURE PLC IRELAND847 shares-73.25%2025-09-302025-10-24history
IYW ISHARES TR1.0K sharesnew addition2025-09-302025-10-24history
XERS XERIS BIOPHARMA HOLDINGS INC20.0K sharesnew addition2025-09-302025-10-24history
NOK NOKIA CORP23.0K shares-2.13%2025-09-302025-10-24history
Sponsored
ABEV AMBEV SA25.0K shares-6.03%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available