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The Analysis of ASPIRIANT, LLC's Holdings & P&L

Currently, ASPIRIANT, LLC holds 400 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in N/A (+198.7K shares, valued at $148.8M), VGT (+90.0K shares, valued at $10.8M), VUG (+60.5K shares, valued at $5.2M); decreased their positions in NVDA (-11.5K shares, valued at $2.3M), BRK.A (-3 shares, valued at $2.2M), N/A (-12.4K shares, valued at $1.5M); initiated new positions in EAGL (+58.1K shares, valued at $1.9M), MU (+1.5K shares, valued at $1.7M), VTEL (+13.7K shares, valued at $1.4M).

1M P&L

+80.9M+2.61%

3M P&L

+97.8M+3.17%

HY P&L

+75.2M+2.42%

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/A2.8B

89.3%

2Consumer Electronics80.5M

2.6%

3Internet Content & Information40.3M

1.3%

Top Industries by Stock Count

1N/A172 stocks

49.4%

2Drug Manufacturers - General8 stocks

2.3%

3Aerospace & Defense8 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR860.6K shares30.03%2026-06-302026-07-20

VBR VANGUARD INDEX FDS1.7M shares0.35%2026-06-302026-07-20

IUSV ISHARES TR3.7M shares0.07%2026-06-302026-07-20

ACWV ISHARES INC2.4M shares-0.23%2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS955.0K shares-0.01%2026-06-302026-07-20

VTEB VANGUARD MUN BD FDS4.3M shares0.92%2026-06-302026-07-20

VOO VANGUARD INDEX FDS181.2K shares0.03%2026-06-302026-07-20

ISHARES TR ISHARES TR1.0M shares2.42%2026-06-302026-07-20

Sponsored

IEMG ISHARES INC1.1M shares-0.37%2026-06-302026-07-20

EFV ISHARES TR1.1M shares-0.79%2026-06-302026-07-20

AAPL APPLE INC278.1K shares2.38%2026-06-302026-07-20

IWB ISHARES TR116.1K shares2.97%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T58.2K shares-1.58%2026-06-302026-07-20

BND VANGUARD BD INDEX FDS546.2K shares0.97%2026-06-302026-07-20

DFUV DIMENSIONAL ETF TRUST707.1K shares-0.15%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS103.4K shares9.58%2026-06-302026-07-20

Sponsored

FBND FIDELITY MERRIMACK STR TR833.9K shares11.25%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL72.9K shares-1.45%2026-06-302026-07-20

AOR ISHARES TR515.3K shares1.16%2026-06-302026-07-20

VIOV VANGUARD ADMIRAL FDS INC296.0K shares-3.49%2026-06-302026-07-20

CRBN ISHARES TR122.7K shares2.88%2026-06-302026-07-20

MUB ISHARES TR280.3K shares-2.96%2026-06-302026-07-20

VEU VANGUARD INTL EQUITY INDEX F331.7K shares-0.37%2026-06-302026-07-20

VB VANGUARD INDEX FDS90.5K shares2.38%2026-06-302026-07-20

Sponsored

DFAX DIMENSIONAL ETF TRUST727.7K shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR263.9K shares17.60%2026-06-302026-07-20

GOOGL ALPHABET INC72.3K shares5.76%2026-06-302026-07-20

VTV VANGUARD INDEX FDS98.8K shares-0.56%2026-06-302026-07-20

FNDE SCHWAB STRATEGIC TR539.0K shares-1.07%2026-06-302026-07-20

DFNM DIMENSIONAL ETF TRUST432.6K shares0.90%2026-06-302026-07-20

PWRD TCW ETF TRUST162.3K shares1.42%2026-06-302026-07-20

DEM WISDOMTREE TR360.8K shares-6.31%2026-06-302026-07-20

Sponsored

VEA VANGUARD TAX-MANAGED FDS251.1K shares4.19%2026-06-302026-07-20

MSFT MICROSOFT CORP47.7K shares12.70%2026-06-302026-07-20

IWN ISHARES TR79.4K shares-0.58%2026-06-302026-07-20

IWM ISHARES TR54.9K shares-1.49%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR281.4K shares0.00%2026-06-302026-07-20

VOTE TCW ETF TRUST167.6K shares26.95%2026-06-302026-07-20

VSS VANGUARD INTL EQUITY INDEX F94.5K shares1.69%2026-06-302026-07-20

FNDF SCHWAB STRATEGIC TR275.5K shares2.88%2026-06-302026-07-20

Sponsored

GOOG ALPHABET INC40.9K shares8.73%2026-06-302026-07-20

DFAC DIMENSIONAL ETF TRUST320.2K shares0.00%2026-06-302026-07-20

DFAT DIMENSIONAL ETF TRUST188.3K shares0.00%2026-06-302026-07-20

VGT VANGUARD WORLD FD102.8K shares699.99%2026-06-302026-07-20

DLN WISDOMTREE TR126.2K shares34.63%2026-06-302026-07-20

DFIV DIMENSIONAL ETF TRUST197.6K shares-3.98%2026-06-302026-07-20

IDEV ISHARES TR116.3K shares5.03%2026-06-302026-07-20

IJH ISHARES TR130.0K shares-3.78%2026-06-302026-07-20

Sponsored

IJR ISHARES TR65.5K shares1.52%2026-06-302026-07-20

VWO VANGUARD INTL EQUITY INDEX F162.2K shares7.62%2026-06-302026-07-20

DFAS DIMENSIONAL ETF TRUST113.3K shares-1.43%2026-06-302026-07-20

IWD ISHARES TR36.7K shares0.46%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO27.0K shares6.21%2026-06-302026-07-20

EFA ISHARES TR82.8K shares-3.30%2026-06-302026-07-20

IWV ISHARES TR19.7K shares-0.98%2026-06-302026-07-20

DSI ISHARES TR55.0K shares0.26%2026-06-302026-07-20

Sponsored

AMZN AMAZON COM INC32.8K shares14.03%2026-06-302026-07-20

VONV VANGUARD SCOTTSDALE FDS72.5K shares0.24%2026-06-302026-07-20

USMV ISHARES TR79.0K shares-4.90%2026-06-302026-07-20

QAI NEW YORK LIFE INVESTMENTS ET207.3K shares5.34%2026-06-302026-07-20

NVDA NVIDIA CORPORATION36.1K shares-24.20%2026-06-302026-07-20

MNA NEW YORK LIFE INVESTMENTS ET181.9K shares6.86%2026-06-302026-07-20

QQQ INVESCO QQQ TR9.0K shares8.87%2026-06-302026-07-20

ITOT ISHARES TR39.1K shares-2.77%2026-06-302026-07-20

Sponsored

VUG VANGUARD INDEX FDS72.9K shares490.90%2026-06-302026-07-20

SUSA ISHARES TR40.5K shares-3.57%2026-06-302026-07-20

RY ROYAL BK CDA29.3K shares3.34%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR194.7K shares0.14%2026-06-302026-07-20

VUSB VANGUARD BD INDEX FDS115.1K shares34.43%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC10.2K shares6.68%2026-06-302026-07-20

IYY ISHARES TR29.7K shares0.00%2026-06-302026-07-20

IUSG ISHARES TR28.3K shares1.82%2026-06-302026-07-20

Sponsored

VV VANGUARD INDEX FDS14.8K shares2.54%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON20.0K shares-3.10%2026-06-302026-07-20

EFAV ISHARES TR55.6K shares-0.54%2026-06-302026-07-20

CINF CINCINNATI FINL CORP26.2K shares-1.98%2026-06-302026-07-20

QCOM QUALCOMM INC25.9K shares4.42%2026-06-302026-07-20

BROADCOM INC BROADCOM INC12.4K shares18.95%2026-06-302026-07-20

RSP INVESCO EXCHANGE TRADED FD T20.7K shares-0.92%2026-06-302026-07-20

PG PROCTER & GAMBLE CO30.0K shares3.17%2026-06-302026-07-20

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP31.8K shares-3.32%2026-06-302026-07-20

IWR ISHARES TR36.7K shares-0.50%2026-06-302026-07-20

DGRO ISHARES TR50.2K shares58.68%2026-06-302026-07-20

DBMF LITMAN GREGORY FDS TR123.6K shares-2.27%2026-06-302026-07-20

SCZ ISHARES TR45.2K shares-2.00%2026-06-302026-07-20

VNQ VANGUARD INDEX FDS38.2K shares2.75%2026-06-302026-07-20

SHY ISHARES TR42.4K shares-6.64%2026-06-302026-07-20

IWF ISHARES TR26.4K shares323.30%2026-06-302026-07-20

Sponsored

TJX TJX COS INC NEW21.4K shares-0.08%2026-06-302026-07-20

CAT CATERPILLAR INC3.0K shares5.03%2026-06-302026-07-20

RYTM RHYTHM PHARMACEUTICALS INC28.0K shares-15.29%2026-06-302026-07-20

ORACLE CORP ORACLE CORP19.4K shares4.65%2026-06-302026-07-20

ACWI ISHARES TR17.2K shares0.00%2026-06-302026-07-20

TDG TRANSDIGM GROUP INC2.0K shares0.10%2026-06-302026-07-20

ABBVIE INC ABBVIE INC10.6K shares8.40%2026-06-302026-07-20

VO VANGUARD INDEX FDS32.0K shares442.75%2026-06-302026-07-20

Sponsored

CISCO SYS INC CISCO SYS INC21.8K shares-36.25%2026-06-302026-07-20

AOM ISHARES TR49.7K shares0.00%2026-06-302026-07-20

TSLA TESLA INC5.9K shares27.25%2026-06-302026-07-20

PEP PEPSICO INC18.1K shares3.00%2026-06-302026-07-20

CVX CHEVRON CORPORATION14.6K shares13.25%2026-06-302026-07-20

APPLIED MATLS INC APPLIED MATLS INC3.3K shares10.12%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR80.6K shares1.08%2026-06-302026-07-20

EEM ISHARES TR33.9K shares-4.19%2026-06-302026-07-20

Sponsored

SDY SPDR SERIES TRUST15.1K shares1.49%2026-06-302026-07-20

LLY ELI LILLY & CO1.9K shares20.85%2026-06-302026-07-20

MRK MERCK & CO INC17.6K shares13.77%2026-06-302026-07-20

ESML ISHARES TR40.3K shares0.00%2026-06-302026-07-20

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.4K shares21.93%2026-06-302026-07-20

SCHW SCHWAB CHARLES CORP23.8K shares0.62%2026-06-302026-07-20

MDY STATE STR SPDR S&P MIDCAP 403.1K shares0.00%2026-06-302026-07-20

BAC BANK OF AMER CORP36.4K shares2.08%2026-06-302026-07-20

Sponsored

EAGG ISHARES TR43.2K shares-3.20%2026-06-302026-07-20

VISA INC VISA INC5.7K shares17.71%2026-06-302026-07-20

BILL BILL HOLDINGS INC54.4K shares0.00%2026-06-302026-07-20

WFC WELLS FARGO & CO23.7K shares4.74%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION10.3K shares2.12%2026-06-302026-07-20

VYM VANGUARD WHITEHALL FDS12.3K shares-6.56%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO5.7K shares12.17%2026-06-302026-07-20

SHV ISHARES TR17.4K shares-2.25%2026-06-302026-07-20

Sponsored

INTC INTEL CORP13.7K shares7.13%2026-06-302026-07-20

SCHV SCHWAB STRATEGIC TR54.6K shares0.00%2026-06-302026-07-20

CRM SALESFORCE INC12.1K shares4.86%2026-06-302026-07-20

EAGL 2023 ETF SERIES TRUST58.1K sharesnew addition2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS6.5K shares7.60%2026-06-302026-07-20

VNQI VANGUARD INTL EQUITY INDEX F40.4K shares0.95%2026-06-302026-07-20

UNP UNION PAC CORP6.6K shares10.74%2026-06-302026-07-20

MPC MARATHON PETE CORP6.9K shares17.44%2026-06-302026-07-20

Sponsored

MU MICRON TECHNOLOGY INC1.5K sharesnew addition2026-06-302026-07-20

ABT ABBOTT LABORATORIES18.5K shares4.48%2026-06-302026-07-20

WMT WALMART INC14.8K shares23.18%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP4.7K shares7.61%2026-06-302026-07-20

VBK VANGUARD INDEX FDS4.5K shares-3.01%2026-06-302026-07-20

ADOBE INC ADOBE INC8.1K shares-33.09%2026-06-302026-07-20

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.2K shares2.16%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-60.00%2026-06-302026-07-20

Sponsored

LOW LOWES COS INC6.8K shares-0.85%2026-06-302026-07-20

IUSB ISHARES TR31.5K shares87.23%2026-06-302026-07-20

AMGN AMGEN INC4.0K shares-20.49%2026-06-302026-07-20

GE GE AEROSPACE3.9K shares16.46%2026-06-302026-07-20

SDG ISHARES TR16.0K shares-2.90%2026-06-302026-07-20

EEMV ISHARES INC19.0K shares-0.77%2026-06-302026-07-20

VTEL VANGUARD MUN BD FDS13.7K sharesnew addition2026-06-302026-07-20

XLK SELECT SECTOR SPDR TR7.5K shares-0.37%2026-06-302026-07-20

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.4K shares22.43%2026-06-302026-07-20

DIS DISNEY WALT CO14.3K shares3.09%2026-06-302026-07-20

NOC NORTHROP GRUMMAN CORP2.7K shares3.30%2026-06-302026-07-20

DIHP DIMENSIONAL ETF TRUST39.9K shares0.00%2026-06-302026-07-20

SCHD SCHWAB STRATEGIC TR42.4K shares17.22%2026-06-302026-07-20

VONG VANGUARD SCOTTSDALE FDS10.4K shares421.85%2026-06-302026-07-20

IWP ISHARES TR9.1K shares-5.30%2026-06-302026-07-20

LRCX LAM RESEARCH CORP3.1K shares129.01%2026-06-302026-07-20

Sponsored

PANW PALO ALTO NETWORKS INC3.9K shares5.19%2026-06-302026-07-20

UITB VICTORY PORTFOLIOS II28.0K sharesnew addition2026-06-302026-07-20

AOA ISHARES TR13.4K shares0.59%2026-06-302026-07-20

GEV GE VERNOVA INC1.1K shares33.37%2026-06-302026-07-20

GS GOLDMAN SACHS GROUP INC1.2K shares23.12%2026-06-302026-07-20

PAYX PAYCHEX INC12.4K shares11.99%2026-06-302026-07-20

SOXX ISHARES TR1.9K shares12.12%2026-06-302026-07-20

LQD ISHARES TR10.6K shares-0.10%2026-06-302026-07-20

Sponsored

COF CAPITAL ONE FINL CORP5.8K shares22.08%2026-06-302026-07-20

IWO ISHARES TR2.9K shares-19.79%2026-06-302026-07-20

USB US BANCORP18.3K shares10.68%2026-06-302026-07-20

SLGN SILGAN HLDGS INC23.3K shares0.68%2026-06-302026-07-20

MGK VANGUARD WORLD FD12.2K shares369.77%2026-06-302026-07-20

HD HOME DEPOT INC3.0K shares-28.32%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO18.6K shares78.86%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.15.0K shares34.06%2026-06-302026-07-20

Sponsored

VGSH VANGUARD SCOTTSDALE FDS18.3K shares1.53%2026-06-302026-07-20

SCHF SCHWAB STRATEGIC TR37.5K shares2.37%2026-06-302026-07-20

GLD SPDR GOLD TR2.8K shares0.00%2026-06-302026-07-20

IAU ISHARES GOLD TR13.5K shares45.77%2026-06-302026-07-20

KO COCA COLA CO12.5K shares-1.13%2026-06-302026-07-20

IJT ISHARES TR5.7K shares0.00%2026-06-302026-07-20

IVE ISHARES TR4.4K shares-0.05%2026-06-302026-07-20

DVY ISHARES TR6.3K shares0.06%2026-06-302026-07-20

Sponsored

QEMM SPDR INDEX SHS FDS12.1K shares0.00%2026-06-302026-07-20

QSR RESTAURANT BRANDS INTL INC13.1K shares0.13%2026-06-302026-07-20

HDV ISHARES TR33.7K shares410.31%2026-06-302026-07-20

VXF VANGUARD INDEX FDS3.7K shares0.00%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL28.1K shares17.32%2026-06-302026-07-20

PFE PFIZER INC37.3K shares9.92%2026-06-302026-07-20

FDX FEDEX CORP2.9K shares31.51%2026-06-302026-07-20

PVLA PALVELLA THERAPEUTICS INC NE5.9K shares0.00%2026-06-302026-07-20

Sponsored

VT VANGUARD INTL EQUITY INDEX F5.7K shares1.07%2026-06-302026-07-20

ASML ASML HLDG NV440 shares79.59%2026-06-302026-07-20

VXUS VANGUARD STAR FDS10.0K shares3.01%2026-06-302026-07-20

ESGU ISHARES TR5.1K shares0.00%2026-06-302026-07-20

BLK BLACKROCK INC856 shares50.18%2026-06-302026-07-20

MS MORGAN STANLEY3.9K shares11.46%2026-06-302026-07-20

ESGD ISHARES TR7.9K shares0.00%2026-06-302026-07-20

DHR DANAHER CORP DEL4.2K shares3.60%2026-06-302026-07-20

Sponsored

SPG SIMON PPTY GROUP INC NEW3.6K shares6.04%2026-06-302026-07-20

CHUBB LIMITED CHUBB LIMITED2.3K shares183.31%2026-06-302026-07-20

HBAN HUNTINGTON BANCSHARES INC44.8K shares25.56%2026-06-302026-07-20

RDIV INVESCO EXCH TRADED FD TR II13.4K shares0.00%2026-06-302026-07-20

CP CANADIAN PACIFIC KANSAS CITY8.9K shares0.00%2026-06-302026-07-20

SPLV INVESCO EXCH TRADED FD TR II10.2K shares46.05%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC4.2K shares61.47%2026-06-302026-07-20

TMO THERMO FISHER SCIENTIFIC INC1.5K shares25.74%2026-06-302026-07-20

Sponsored

VOE VANGUARD INDEX FDS3.8K shares0.00%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR22.3K shares0.95%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP1.5K shares52.47%2026-06-302026-07-20

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS6.0K shares39.58%2026-06-302026-07-20

DE DEERE & CO1.2K shares14.27%2026-06-302026-07-20

FIX COMFORT SYS USA INC369 sharesnew addition2026-06-302026-07-20

DUHP DIMENSIONAL ETF TRUST17.3K shares0.00%2026-06-302026-07-20

NRG NRG ENERGY INC4.8K shares12.06%2026-06-302026-07-20

Sponsored

STRL STERLING INFRASTRUCTURE INC816 shares-4.00%2026-06-302026-07-20

BBH VANECK ETF TRUST3.3K shares0.00%2026-06-302026-07-20

NVS NOVARTIS AG4.3K shares48.03%2026-06-302026-07-20

SPDR SERIES TRUST SPDR SERIES TRUST7.6K shares-0.92%2026-06-302026-07-20

TEMPUS AI INC TEMPUS AI INC11.1K shares-2.25%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR17.5K shares0.00%2026-06-302026-07-20

VGIT VANGUARD SCOTTSDALE FDS10.5K shares-18.25%2026-06-302026-07-20

BBH TR BBH TR35.3K shares-13.75%2026-06-302026-07-20

Sponsored

PH PARKER-HANNIFIN CORP619 shares50.24%2026-06-302026-07-20

NOK NOKIA CORP45.6K shares5.47%2026-06-302026-07-20

TEL TE CONNECTIVITY PLC3.0K shares21.89%2026-06-302026-07-20

NN NEXTNAV INC33.4K shares-24.42%2026-06-302026-07-20

IJJ ISHARES TR4.0K shares0.00%2026-06-302026-07-20

3M CO 3M CO3.6K shares-48.37%2026-06-302026-07-20

EQIX EQUINIX INC558 sharesnew addition2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL599 sharesnew addition2026-06-302026-07-20

Sponsored

AVUS AMERICAN CENTY ETF TR4.5K shares0.00%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW4.5K shares3.07%2026-06-302026-07-20

IDV ISHARES TR13.8K shares-0.48%2026-06-302026-07-20

VOT VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-20

UBER UBER TECHNOLOGIES INC7.7K shares1.26%2026-06-302026-07-20

EIX EDISON INTL7.5K sharesnew addition2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.8K shares10.97%2026-06-302026-07-20

MCD MCDONALDS CORP2.0K shares17.58%2026-06-302026-07-20

Sponsored

GSK PLC GSK PLC10.3K shares20.87%2026-06-302026-07-20

BA BOEING CO2.5K shares59.29%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR14.5K shares2.91%2026-06-302026-07-20

VAW VANGUARD WORLD FD2.3K shares0.00%2026-06-302026-07-20

TIP ISHARES TR4.8K shares1.59%2026-06-302026-07-20

HPE HEWLETT PACKARD ENTERPRISE C11.6K shares-0.76%2026-06-302026-07-20

ETN EATON CORP PLC1.2K shares1.08%2026-06-302026-07-20

HYG ISHARES TR6.5K shares-3.70%2026-06-302026-07-20

Sponsored

TD TORONTO DOMINION BK ONT4.2K shares77.48%2026-06-302026-07-20

EFG ISHARES TR4.1K shares13.06%2026-06-302026-07-20

ESGE ISHARES INC9.3K shares0.00%2026-06-302026-07-20

LIN LINDE PLC978 shares91.39%2026-06-302026-07-20

SBUX STARBUCKS CORP4.9K shares10.23%2026-06-302026-07-20

CNC CENTENE CORP DEL7.7K sharesnew addition2026-06-302026-07-20

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3.7K shares19.93%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO5.1K shares3.88%2026-06-302026-07-20

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F9.6K sharesnew addition2026-06-302026-07-20

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares-4.20%2026-06-302026-07-20

TFC TRUIST FINL CORP9.6K shares1.48%2026-06-302026-07-20

QUAL ISHARES TR2.2K shares0.00%2026-06-302026-07-20

COP CONOCOPHILLIPS4.6K shares18.71%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC815 sharesnew addition2026-06-302026-07-20

CMI CUMMINS INC662 shares56.13%2026-06-302026-07-20

TXN TEXAS INSTRS INC1.6K shares40.27%2026-06-302026-07-20

Sponsored

ECL ECOLAB INC1.7K shares11.26%2026-06-302026-07-20

PCG PG&E CORP27.6K sharesnew addition2026-06-302026-07-20

AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2026-06-302026-07-20

NOBL PROSHARES TR8.1K shares75.94%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC5.8K shares3.80%2026-06-302026-07-20

CMCSA COMCAST CORP NEW18.2K shares15.61%2026-06-302026-07-20

SPSB SPDR SERIES TRUST14.8K shares-6.33%2026-06-302026-07-20

S&P GLOBAL INC S&P GLOBAL INC1.1K shares25.11%2026-06-302026-07-20

Sponsored

ABNB AIRBNB INC3.1K sharesnew addition2026-06-302026-07-20

CLX CLOROX CO DEL4.5K sharesnew addition2026-06-302026-07-20

LSF LAIRD SUPERFOOD INC91.5K sharesnew addition2026-06-302026-07-20

SNDK SANDISK CORP189 sharesnew addition2026-06-302026-07-20

SPDW SPDR INDEX SHS FDS8.5K shares11.69%2026-06-302026-07-20

TXT TEXTRON INC4.6K shares99.91%2026-06-302026-07-20

DVN DEVON ENERGY CORP NEW10.2K shares12.94%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC4.8K shares13.36%2026-06-302026-07-20

Sponsored

BX BLACKSTONE INC3.5K shares18.03%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL1.8K shares9.16%2026-06-302026-07-20

NUEM NUSHARES ETF TR9.6K shares0.00%2026-06-302026-07-20

OXY OCCIDENTAL PETE CORP8.3K shares102.33%2026-06-302026-07-20

PEG PUBLIC SVC ENTERPRISE GROUP4.9K shares59.64%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC9.4K shares11.23%2026-06-302026-07-20

TTE TOTALENERGIES SE5.1K shares-1.16%2026-06-302026-07-20

WORLD GOLD TR WORLD GOLD TR5.0K shares28.47%2026-06-302026-07-20

Sponsored

FTI TECHNIPFMC PLC6.0K sharesnew addition2026-06-302026-07-20

DIA STATE STR SPDR DOW JONES IND758 shares0.00%2026-06-302026-07-20

AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2026-06-302026-07-20

IONQ INC IONQ INC7.3K shares-32.67%2026-06-302026-07-20

C CITIGROUP INC2.8K sharesnew addition2026-06-302026-07-20

HONEYWELL INTL INC HONEYWELL INTL INC1.7K sharesnew addition2026-06-302026-07-20

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.7K sharesnew addition2026-06-302026-07-20

WDC WESTERN DIGITAL CORP589 sharesnew addition2026-06-302026-07-20

Sponsored

MO ALTRIA GROUP INC5.2K shares15.16%2026-06-302026-07-20

GLW CORNING INC1.4K shares-9.93%2026-06-302026-07-20

CW CURTISS WRIGHT CORP481 shares31.06%2026-06-302026-07-20

FTNT FORTINET INC2.4K sharesnew addition2026-06-302026-07-20

ENB ENBRIDGE INC6.6K shares22.27%2026-06-302026-07-20

KLAC KLA CORP1.2K sharesnew addition2026-06-302026-07-20

VGK VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2026-06-302026-07-20

VHT VANGUARD WORLD FD1.2K shares-6.84%2026-06-302026-07-20

Sponsored

MCK MCKESSON CORP465 shares24.00%2026-06-302026-07-20

IGSB ISHARES TR6.7K shares1.12%2026-06-302026-07-20

RWR SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-20

RLJ-PA RLJ LODGING TR14.0K shares0.00%2026-06-302026-07-20

JBHT HUNT J B TRANS SVCS INC1.2K sharesnew addition2026-06-302026-07-20

VCSH VANGUARD SCOTTSDALE FDS4.3K shares8.04%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC1.2K shares23.44%2026-06-302026-07-20

NFG NATIONAL FUEL GAS CO4.4K shares45.13%2026-06-302026-07-20

Sponsored

AOK ISHARES TR8.1K shares0.00%2026-06-302026-07-20

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-06-302026-07-20

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-06-302026-07-20

CI THE CIGNA GROUP1.1K shares47.87%2026-06-302026-07-20

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC956 sharesnew addition2026-06-302026-07-20

RWX SPDR INDEX SHS FDS11.7K shares0.00%2026-06-302026-07-20

QLC FLEXSHARES TR3.5K shares-7.37%2026-06-302026-07-20

IRM IRON MTN INC DEL2.5K shares20.75%2026-06-302026-07-20

Sponsored

AMERIPRISE FINL INC AMERIPRISE FINL INC672 shares9.80%2026-06-302026-07-20

EWL ISHARES INC4.8K shares5.55%2026-06-302026-07-20

REET ISHARES TR11.0K shares-6.23%2026-06-302026-07-20

VPL VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-06-302026-07-20

ALL ALLSTATE CORP1.3K shares24.48%2026-06-302026-07-20

HYMB SPDR SERIES TRUST11.8K shares0.00%2026-06-302026-07-20

MOH MOLINA HEALTHCARE INC1.3K sharesnew addition2026-06-302026-07-20

HPQ HP INC13.6K shares21.14%2026-06-302026-07-20

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY8.6K shares0.00%2026-06-302026-07-20

TMUS T-MOBILE US INC1.8K shares36.17%2026-06-302026-07-20

REGN REGENERON PHARMACEUTICALS465 shares40.91%2026-06-302026-07-20

BCAL CALIFORNIA BANCORP13.9K shares0.00%2026-06-302026-07-20

BSV VANGUARD BD INDEX FDS3.7K shares0.35%2026-06-302026-07-20

MMC MARSH & MCLENNAN COS INC1.7K sharesnew addition2026-06-302026-07-20

TGT TARGET CORP2.2K sharesnew addition2026-06-302026-07-20

PNC PNC FINL SVCS GROUP INC1.2K sharesnew addition2026-06-302026-07-20

Sponsored

SNOWFLAKE INC SNOWFLAKE INC1.1K sharesnew addition2026-06-302026-07-20

ES EVERSOURCE ENERGY3.9K sharesnew addition2026-06-302026-07-20

TER TERADYNE INC577 sharesnew addition2026-06-302026-07-20

CHTR CHARTER COMMUNICATIONS INC1.9K shares75.14%2026-06-302026-07-20

GWX SPDR INDEX SHS FDS6.3K shares0.00%2026-06-302026-07-20

IXN ISHARES TR1.9K sharesnew addition2026-06-302026-07-20

IYW ISHARES TR1.1K sharesnew addition2026-06-302026-07-20

SRE SEMPRA2.9K shares-45.73%2026-06-302026-07-20

Sponsored

TOTL SSGA ACTIVE ETF TR6.8K shares-41.60%2026-06-302026-07-20

ESAB ESAB CORPORATION2.7K shares0.79%2026-06-302026-07-20

NVO NOVO-NORDISK A S5.4K sharesnew addition2026-06-302026-07-20

SPDN DIREXION SHARES ETF TRUST29.8K shares0.00%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-7.17%2026-06-302026-07-20

FNDX SCHWAB STRATEGIC TR8.2K shares0.00%2026-06-302026-07-20

SLB SLB LIMITED5.5K shares10.24%2026-06-302026-07-20

VTEC VANGUARD CALIF TAX FREE FDS2.5K shares0.00%2026-06-302026-07-20

Sponsored

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.6K shares-12.59%2026-06-302026-07-20

EME EMCOR GROUP INC302 sharesnew addition2026-06-302026-07-20

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.0K sharesnew addition2026-06-302026-07-20

VIS VANGUARD WORLD FD681 shares-47.66%2026-06-302026-07-20

MAA MID-AMER APT CMNTYS INC1.8K sharesnew addition2026-06-302026-07-20

IWS ISHARES TR1.5K shares-7.61%2026-06-302026-07-20

VFH VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-20

AVUV AMERICAN CENTY ETF TR1.9K shares0.00%2026-06-302026-07-20

Sponsored

WCN WASTE CONNECTIONS INC1.4K sharesnew addition2026-06-302026-07-20

SCHZ SCHWAB STRATEGIC TR10.4K shares-30.27%2026-06-302026-07-20

CORTEVA INC CORTEVA INC2.8K shares12.84%2026-06-302026-07-20

WMB WILLIAMS COS INC3.2K sharesnew addition2026-06-302026-07-20

URTH ISHARES INC1.2K shares0.00%2026-06-302026-07-20

CARR CARRIER GLOBAL CORPORATION3.2K sharesnew addition2026-06-302026-07-20

APD AIR PRODUCTS AND CHEMICALS I808 shares10.08%2026-06-302026-07-20

BKNG BOOKING HOLDINGS INC1.3K shares2448.08%2026-06-302026-07-20

Sponsored

VRT VERTIV HOLDINGS CO692 sharesnew addition2026-06-302026-07-20

ASTRAZENECA PLC ASTRAZENECA PLC1.2K shares-12.82%2026-06-302026-07-20

MCO MOODYS CORP506 sharesnew addition2026-06-302026-07-20

RIO RIO TINTO PLC2.4K sharesnew addition2026-06-302026-07-20

OKTA OKTA INC1.6K sharesnew addition2026-06-302026-07-20

VPU VANGUARD WORLD FD1.1K sharesnew addition2026-06-302026-07-20

EMR EMERSON ELEC CO1.5K sharesnew addition2026-06-302026-07-20

AON AON PLC652 sharesnew addition2026-06-302026-07-20

Sponsored

VLO VALERO ENERGY CORP830 sharesnew addition2026-06-302026-07-20

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.4K sharesnew addition2026-06-302026-07-20

VONE VANGUARD SCOTTSDALE FDS635 sharesnew addition2026-06-302026-07-20

KHC KRAFT HEINZ CO9.1K sharesnew addition2026-06-302026-07-20

VIGI VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-06-302026-07-20

BE BLOOM ENERGY CORP702 sharesnew addition2026-06-302026-07-20

LUMENTUM HLDGS INC LUMENTUM HLDGS INC247 sharesnew addition2026-06-302026-07-20

ED CONSOLIDATED EDISON INC1.9K sharesnew addition2026-06-302026-07-20

Sponsored

ATI INC ATI INC1.1K sharesnew addition2026-06-302026-07-20

FAST FASTENAL CO4.4K sharesnew addition2026-06-302026-07-20

MET METLIFE INC2.5K shares-38.32%2026-06-302026-07-20

MKC MCCORMICK & CO INC4.2K sharesnew addition2026-06-302026-07-20

BK BANK OF NY MELLON CORP1.4K sharesnew addition2026-06-302026-07-20

IYE ISHARES TR3.7K shares0.00%2026-06-302026-07-20

NNN NNN REIT INC4.4K sharesnew addition2026-06-302026-07-20

COR CENCORA INC729 sharesnew addition2026-06-302026-07-20

Sponsored

AMERICAN HOMES 4 RENT AMERICAN HOMES 4 RENT6.1K sharesnew addition2026-06-302026-07-20

MUFG MITSUBISHI UFJ FINANCIAL GRO10.2K sharesnew addition2026-06-302026-07-20

INTU INTUIT772 sharesnew addition2026-06-302026-07-20

MNST MONSTER BEVERAGE CORP NEW2.1K sharesnew addition2026-06-302026-07-20

ONEV SPDR SERIES TRUST1.4K sharesnew addition2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC2.9K sharesnew addition2026-06-302026-07-20

TAK TAKEDA PHARMACEUTICAL CO LTD10.3K sharesnew addition2026-06-302026-07-20

XERS XERIS BIOPHARMA HOLDINGS INC20.0K shares0.15%2026-06-302026-07-20

Sponsored

MFG MIZUHO FINANCIAL GROUP INC14.4K sharesnew addition2026-06-302026-07-20

CNH CNH INDL N V12.0K sharesnew addition2026-06-302026-07-20

GPK GRAPHIC PACKAGING HLDG CO12.1K sharesnew addition2026-06-302026-07-20

BIRD SMARTBIRD INC20.9K sharesnew addition2026-06-302026-07-20

LYG LLOYDS BANKING GROUP PLC14.1K sharesnew addition2026-06-302026-07-20

ABEV AMBEV SA25.0K shares0.00%2026-06-302026-07-20

NWL NEWELL BRANDS INC11.7K sharesnew addition2026-06-302026-07-20

UA UNDER ARMOUR INC10.2K shares1.64%2026-06-302026-07-20

Sponsored

ISHARES TR

30.03%

Shares860.6K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD INDEX FDS

0.35%

Shares1.7M

Event2026-06-30

Filed2026-07-20

IUSV

ISHARES TR

0.07%

Shares3.7M

Event2026-06-30

Filed2026-07-20

ACWV

ISHARES INC

-0.23%

Shares2.4M

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

-0.01%

Shares955.0K

Event2026-06-30

Filed2026-07-20

VTEB

VANGUARD MUN BD FDS

0.92%

Shares4.3M

Event2026-06-30

Filed2026-07-20

VOO

VANGUARD INDEX FDS

0.03%

Shares181.2K

Event2026-06-30

Filed2026-07-20

ISHARES TR

2.42%

Shares1.0M

Event2026-06-30

Filed2026-07-20

IEMG

ISHARES INC

-0.37%

Shares1.1M

Event2026-06-30

Filed2026-07-20

EFV

ISHARES TR

-0.79%

Shares1.1M

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

2.38%

Shares278.1K

Event2026-06-30

Filed2026-07-20

IWB

ISHARES TR

2.97%

Shares116.1K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

-1.58%

Shares58.2K

Event2026-06-30

Filed2026-07-20

BND

VANGUARD BD INDEX FDS

0.97%

Shares546.2K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TRUST

-0.15%

Shares707.1K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

9.58%

Shares103.4K

Event2026-06-30

Filed2026-07-20

FBND

FIDELITY MERRIMACK STR TR

11.25%

Shares833.9K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.45%

Shares72.9K

Event2026-06-30

Filed2026-07-20

AOR

ISHARES TR

1.16%

Shares515.3K

Event2026-06-30

Filed2026-07-20

VIOV

VANGUARD ADMIRAL FDS INC

-3.49%

Shares296.0K

Event2026-06-30

Filed2026-07-20

CRBN

ISHARES TR

2.88%

Shares122.7K

Event2026-06-30

Filed2026-07-20

MUB

ISHARES TR

-2.96%

Shares280.3K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD INTL EQUITY INDEX F

-0.37%

Shares331.7K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

2.38%

Shares90.5K

Event2026-06-30

Filed2026-07-20

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares727.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

17.60%

Shares263.9K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

5.76%

Shares72.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

-0.56%

Shares98.8K

Event2026-06-30

Filed2026-07-20

FNDE

SCHWAB STRATEGIC TR

-1.07%

Shares539.0K

Event2026-06-30

Filed2026-07-20

DFNM

DIMENSIONAL ETF TRUST

0.90%

Shares432.6K

Event2026-06-30

Filed2026-07-20

PWRD

TCW ETF TRUST

1.42%

Shares162.3K

Event2026-06-30

Filed2026-07-20

DEM

WISDOMTREE TR

-6.31%

Shares360.8K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD TAX-MANAGED FDS

4.19%

Shares251.1K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

12.70%

Shares47.7K

Event2026-06-30

Filed2026-07-20

IWN

ISHARES TR

-0.58%

Shares79.4K

Event2026-06-30

Filed2026-07-20

IWM

ISHARES TR

-1.49%

Shares54.9K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

0.00%

Shares281.4K

Event2026-06-30

Filed2026-07-20

VOTE

TCW ETF TRUST

26.95%

Shares167.6K

Event2026-06-30

Filed2026-07-20

VSS

VANGUARD INTL EQUITY INDEX F

1.69%

Shares94.5K

Event2026-06-30

Filed2026-07-20

FNDF

SCHWAB STRATEGIC TR

2.88%

Shares275.5K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

8.73%

Shares40.9K

Event2026-06-30

Filed2026-07-20

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares320.2K

Event2026-06-30

Filed2026-07-20

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares188.3K

Event2026-06-30

Filed2026-07-20

VGT

VANGUARD WORLD FD

699.99%

Shares102.8K

Event2026-06-30

Filed2026-07-20

DLN

WISDOMTREE TR

34.63%

Shares126.2K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF TRUST

-3.98%

Shares197.6K

Event2026-06-30

Filed2026-07-20

IDEV

ISHARES TR

5.03%

Shares116.3K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

-3.78%

Shares130.0K

Event2026-06-30

Filed2026-07-20

IJR

ISHARES TR

1.52%

Shares65.5K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD INTL EQUITY INDEX F

7.62%

Shares162.2K

Event2026-06-30

Filed2026-07-20

DFAS

DIMENSIONAL ETF TRUST

-1.43%

Shares113.3K

Event2026-06-30

Filed2026-07-20

IWD

ISHARES TR

0.46%

Shares36.7K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

6.21%

Shares27.0K

Event2026-06-30

Filed2026-07-20

EFA

ISHARES TR

-3.30%

Shares82.8K

Event2026-06-30

Filed2026-07-20

IWV

ISHARES TR

-0.98%

Shares19.7K

Event2026-06-30

Filed2026-07-20

DSI

ISHARES TR

0.26%

Shares55.0K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

14.03%

Shares32.8K

Event2026-06-30

Filed2026-07-20

VONV

VANGUARD SCOTTSDALE FDS

0.24%

Shares72.5K

Event2026-06-30

Filed2026-07-20

USMV

ISHARES TR

-4.90%

Shares79.0K

Event2026-06-30

Filed2026-07-20

QAI

NEW YORK LIFE INVESTMENTS ET

5.34%

Shares207.3K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

-24.20%

Shares36.1K

Event2026-06-30

Filed2026-07-20

MNA

NEW YORK LIFE INVESTMENTS ET

6.86%

Shares181.9K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

8.87%

Shares9.0K

Event2026-06-30

Filed2026-07-20

ITOT

ISHARES TR

-2.77%

Shares39.1K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD INDEX FDS

490.90%

Shares72.9K

Event2026-06-30

Filed2026-07-20

SUSA

ISHARES TR

-3.57%

Shares40.5K

Event2026-06-30

Filed2026-07-20

ROYAL BK CDA

3.34%

Shares29.3K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.14%

Shares194.7K

Event2026-06-30

Filed2026-07-20

VUSB

VANGUARD BD INDEX FDS

34.43%

Shares115.1K

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

6.68%

Shares10.2K

Event2026-06-30

Filed2026-07-20

IYY

ISHARES TR

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-20

IUSG

ISHARES TR

1.82%

Shares28.3K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

2.54%

Shares14.8K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-3.10%

Shares20.0K

Event2026-06-30

Filed2026-07-20

EFAV

ISHARES TR

-0.54%

Shares55.6K

Event2026-06-30

Filed2026-07-20

CINF

CINCINNATI FINL CORP

-1.98%

Shares26.2K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

4.42%

Shares25.9K

Event2026-06-30

Filed2026-07-20

BROADCOM INC

18.95%

Shares12.4K

Event2026-06-30

Filed2026-07-20

RSP

INVESCO EXCHANGE TRADED FD T

-0.92%

Shares20.7K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

3.17%

Shares30.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-3.32%

Shares31.8K

Event2026-06-30

Filed2026-07-20

IWR

ISHARES TR

-0.50%

Shares36.7K

Event2026-06-30

Filed2026-07-20

DGRO

ISHARES TR

58.68%

Shares50.2K

Event2026-06-30

Filed2026-07-20

DBMF

LITMAN GREGORY FDS TR

-2.27%

Shares123.6K

Event2026-06-30

Filed2026-07-20

SCZ

ISHARES TR

-2.00%

Shares45.2K

Event2026-06-30

Filed2026-07-20

VNQ

VANGUARD INDEX FDS

2.75%

Shares38.2K

Event2026-06-30

Filed2026-07-20

SHY

ISHARES TR

-6.64%

Shares42.4K

Event2026-06-30

Filed2026-07-20

IWF

ISHARES TR

323.30%

Shares26.4K

Event2026-06-30

Filed2026-07-20

TJX

TJX COS INC NEW

-0.08%

Shares21.4K

Event2026-06-30

Filed2026-07-20

CAT

CATERPILLAR INC

5.03%

Shares3.0K

Event2026-06-30

Filed2026-07-20

RYTM

RHYTHM PHARMACEUTICALS INC

-15.29%

Shares28.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

4.65%

Shares19.4K

Event2026-06-30

Filed2026-07-20

ACWI

ISHARES TR

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-20

TDG

TRANSDIGM GROUP INC

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

8.40%

Shares10.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

442.75%

Shares32.0K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

-36.25%

Shares21.8K

Event2026-06-30

Filed2026-07-20

AOM

ISHARES TR

0.00%

Shares49.7K

Event2026-06-30

Filed2026-07-20

TSLA

TESLA INC

27.25%

Shares5.9K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

3.00%

Shares18.1K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

13.25%

Shares14.6K

Event2026-06-30

Filed2026-07-20

APPLIED MATLS INC

10.12%

Shares3.3K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

1.08%

Shares80.6K

Event2026-06-30

Filed2026-07-20

EEM

ISHARES TR

-4.19%

Shares33.9K

Event2026-06-30

Filed2026-07-20

SDY

SPDR SERIES TRUST

1.49%

Shares15.1K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

20.85%

Shares1.9K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

13.77%

Shares17.6K

Event2026-06-30

Filed2026-07-20

ESML

ISHARES TR

0.00%

Shares40.3K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

21.93%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SCHW

SCHWAB CHARLES CORP

0.62%

Shares23.8K

Event2026-06-30

Filed2026-07-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

2.08%

Shares36.4K

Event2026-06-30

Filed2026-07-20

EAGG

ISHARES TR

-3.20%

Shares43.2K

Event2026-06-30

Filed2026-07-20

VISA INC

17.71%

Shares5.7K

Event2026-06-30

Filed2026-07-20

BILL

BILL HOLDINGS INC

0.00%

Shares54.4K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

4.74%

Shares23.7K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

2.12%

Shares10.3K

Event2026-06-30

Filed2026-07-20

VYM

VANGUARD WHITEHALL FDS

-6.56%

Shares12.3K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

12.17%

Shares5.7K

Event2026-06-30

Filed2026-07-20

SHV

ISHARES TR

-2.25%

Shares17.4K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

7.13%

Shares13.7K

Event2026-06-30

Filed2026-07-20

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares54.6K

Event2026-06-30

Filed2026-07-20

CRM

SALESFORCE INC

4.86%

Shares12.1K

Event2026-06-30

Filed2026-07-20

EAGL

2023 ETF SERIES TRUST

New

Shares58.1K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

7.60%

Shares6.5K

Event2026-06-30

Filed2026-07-20

VNQI

VANGUARD INTL EQUITY INDEX F

0.95%

Shares40.4K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

10.74%

Shares6.6K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

17.44%

Shares6.9K

Event2026-06-30

Filed2026-07-20

MICRON TECHNOLOGY INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

4.48%

Shares18.5K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

23.18%

Shares14.8K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

7.61%

Shares4.7K

Event2026-06-30

Filed2026-07-20

VBK

VANGUARD INDEX FDS

-3.01%

Shares4.5K

Event2026-06-30

Filed2026-07-20

ADOBE INC

-33.09%

Shares8.1K

Event2026-06-30

Filed2026-07-20

MASTERCARD INCORPORATED

2.16%

Shares3.2K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

-60.00%

Shares2

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-0.85%

Shares6.8K

Event2026-06-30

Filed2026-07-20

IUSB

ISHARES TR

87.23%

Shares31.5K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

-20.49%

Shares4.0K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

16.46%

Shares3.9K

Event2026-06-30

Filed2026-07-20

SDG

ISHARES TR

-2.90%

Shares16.0K

Event2026-06-30

Filed2026-07-20

EEMV

ISHARES INC

-0.77%

Shares19.0K

Event2026-06-30

Filed2026-07-20

VTEL

VANGUARD MUN BD FDS

New

Shares13.7K

Event2026-06-30

Filed2026-07-20

XLK

SELECT SECTOR SPDR TR

-0.37%

Shares7.5K

Event2026-06-30

Filed2026-07-20

UNITEDHEALTH GROUP INC

22.43%

Shares3.4K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

3.09%

Shares14.3K

Event2026-06-30

Filed2026-07-20

NOC

NORTHROP GRUMMAN CORP

3.30%

Shares2.7K

Event2026-06-30

Filed2026-07-20

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares39.9K

Event2026-06-30

Filed2026-07-20

SCHD

SCHWAB STRATEGIC TR

17.22%

Shares42.4K

Event2026-06-30

Filed2026-07-20

VONG

VANGUARD SCOTTSDALE FDS

421.85%

Shares10.4K

Event2026-06-30

Filed2026-07-20

IWP

ISHARES TR

-5.30%

Shares9.1K

Event2026-06-30

Filed2026-07-20

LRCX

LAM RESEARCH CORP

129.01%

Shares3.1K

Event2026-06-30

Filed2026-07-20

PANW

PALO ALTO NETWORKS INC

5.19%

Shares3.9K

Event2026-06-30

Filed2026-07-20

UITB

VICTORY PORTFOLIOS II

New

Shares28.0K

Event2026-06-30

Filed2026-07-20

AOA

ISHARES TR

0.59%

Shares13.4K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

33.37%

Shares1.1K

Event2026-06-30

Filed2026-07-20

GOLDMAN SACHS GROUP INC

23.12%

Shares1.2K

Event2026-06-30

Filed2026-07-20

PAYX

PAYCHEX INC

11.99%

Shares12.4K

Event2026-06-30

Filed2026-07-20

SOXX

ISHARES TR

12.12%

Shares1.9K

Event2026-06-30

Filed2026-07-20

LQD

ISHARES TR

-0.10%

Shares10.6K

Event2026-06-30

Filed2026-07-20

COF

CAPITAL ONE FINL CORP

22.08%

Shares5.8K

Event2026-06-30

Filed2026-07-20

IWO

ISHARES TR

-19.79%

Shares2.9K

Event2026-06-30

Filed2026-07-20

USB

US BANCORP

10.68%

Shares18.3K

Event2026-06-30

Filed2026-07-20

SLGN

SILGAN HLDGS INC

0.68%

Shares23.3K

Event2026-06-30

Filed2026-07-20

MGK

VANGUARD WORLD FD

369.77%

Shares12.2K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

-28.32%

Shares3.0K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

78.86%

Shares18.6K

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

34.06%

Shares15.0K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

1.53%

Shares18.3K

Event2026-06-30

Filed2026-07-20

SCHF

SCHWAB STRATEGIC TR

2.37%

Shares37.5K

Event2026-06-30

Filed2026-07-20

GLD

SPDR GOLD TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-20

IAU

ISHARES GOLD TR

45.77%

Shares13.5K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

-1.13%

Shares12.5K

Event2026-06-30

Filed2026-07-20

IJT

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-20

IVE

ISHARES TR

-0.05%

Shares4.4K

Event2026-06-30

Filed2026-07-20

DVY

ISHARES TR

0.06%

Shares6.3K

Event2026-06-30

Filed2026-07-20

QEMM

SPDR INDEX SHS FDS

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-20

QSR

RESTAURANT BRANDS INTL INC

0.13%

Shares13.1K

Event2026-06-30

Filed2026-07-20

HDV

ISHARES TR

410.31%

Shares33.7K

Event2026-06-30

Filed2026-07-20

VXF

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

17.32%

Shares28.1K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

9.92%

Shares37.3K

Event2026-06-30

Filed2026-07-20

FDX

FEDEX CORP

31.51%

Shares2.9K

Event2026-06-30

Filed2026-07-20

PVLA

PALVELLA THERAPEUTICS INC NE

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INTL EQUITY INDEX F

1.07%

Shares5.7K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

79.59%

Shares440

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

3.01%

Shares10.0K

Event2026-06-30

Filed2026-07-20

ESGU

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-20

BLK

BLACKROCK INC

50.18%

Shares856

Event2026-06-30

Filed2026-07-20

MORGAN STANLEY

11.46%

Shares3.9K

Event2026-06-30

Filed2026-07-20

ESGD

ISHARES TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

DHR

DANAHER CORP DEL

3.60%

Shares4.2K

Event2026-06-30

Filed2026-07-20

SPG

SIMON PPTY GROUP INC NEW

6.04%

Shares3.6K

Event2026-06-30

Filed2026-07-20

CHUBB LIMITED

183.31%

Shares2.3K

Event2026-06-30

Filed2026-07-20

HBAN

HUNTINGTON BANCSHARES INC

25.56%

Shares44.8K

Event2026-06-30

Filed2026-07-20

RDIV

INVESCO EXCH TRADED FD TR II

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-20

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-20

SPLV

INVESCO EXCH TRADED FD TR II

46.05%

Shares10.2K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

61.47%

Shares4.2K

Event2026-06-30

Filed2026-07-20

TMO

THERMO FISHER SCIENTIFIC INC

25.74%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VOE

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

0.95%

Shares22.3K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

52.47%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VANGUARD SCOTTSDALE FDS

39.58%

Shares6.0K

Event2026-06-30

Filed2026-07-20

DEERE & CO

14.27%

Shares1.2K

Event2026-06-30

Filed2026-07-20

FIX

COMFORT SYS USA INC

New

Shares369

Event2026-06-30

Filed2026-07-20

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-20

NRG

NRG ENERGY INC

12.06%

Shares4.8K

Event2026-06-30

Filed2026-07-20

STRL

STERLING INFRASTRUCTURE INC

-4.00%

Shares816

Event2026-06-30

Filed2026-07-20

BBH

VANECK ETF TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

48.03%

Shares4.3K

Event2026-06-30

Filed2026-07-20

SPDR SERIES TRUST

-0.92%

Shares7.6K

Event2026-06-30

Filed2026-07-20

TEMPUS AI INC

-2.25%

Shares11.1K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-20

VGIT

VANGUARD SCOTTSDALE FDS

-18.25%

Shares10.5K

Event2026-06-30

Filed2026-07-20

BBH TR

-13.75%

Shares35.3K

Event2026-06-30

Filed2026-07-20

PARKER-HANNIFIN CORP

50.24%

Shares619

Event2026-06-30

Filed2026-07-20

NOK

NOKIA CORP

5.47%

Shares45.6K

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

21.89%

Shares3.0K

Event2026-06-30

Filed2026-07-20

NEXTNAV INC

-24.42%

Shares33.4K

Event2026-06-30

Filed2026-07-20

IJJ

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

3M CO

-48.37%

Shares3.6K

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

New

Shares558

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares599

Event2026-06-30

Filed2026-07-20

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

3.07%

Shares4.5K

Event2026-06-30

Filed2026-07-20

IDV

ISHARES TR

-0.48%

Shares13.8K

Event2026-06-30

Filed2026-07-20

VOT

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-20

UBER

UBER TECHNOLOGIES INC

1.26%

Shares7.7K

Event2026-06-30

Filed2026-07-20

EIX

EDISON INTL

New

Shares7.5K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

10.97%

Shares3.8K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

17.58%

Shares2.0K

Event2026-06-30

Filed2026-07-20

GSK PLC

20.87%

Shares10.3K

Event2026-06-30

Filed2026-07-20

BOEING CO

59.29%

Shares2.5K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

2.91%

Shares14.5K

Event2026-06-30

Filed2026-07-20

VAW

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

TIP

ISHARES TR

1.59%

Shares4.8K

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

-0.76%

Shares11.6K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

1.08%

Shares1.2K

Event2026-06-30

Filed2026-07-20

HYG

ISHARES TR

-3.70%

Shares6.5K

Event2026-06-30

Filed2026-07-20

TORONTO DOMINION BK ONT

77.48%

Shares4.2K

Event2026-06-30

Filed2026-07-20

EFG

ISHARES TR

13.06%

Shares4.1K

Event2026-06-30

Filed2026-07-20

ESGE

ISHARES INC

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-20

LIN

LINDE PLC

91.39%

Shares978

Event2026-06-30

Filed2026-07-20

SBUX

STARBUCKS CORP

10.23%

Shares4.9K

Event2026-06-30

Filed2026-07-20

CNC

CENTENE CORP DEL

New

Shares7.7K

Event2026-06-30

Filed2026-07-20

AGILENT TECHNOLOGIES INC

19.93%

Shares3.7K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

3.88%

Shares5.1K

Event2026-06-30

Filed2026-07-20

J P MORGAN EXCHANGE TRADED F

New

Shares9.6K

Event2026-06-30

Filed2026-07-20

KEYS

KEYSIGHT TECHNOLOGIES INC

-4.20%

Shares1.4K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

1.48%

Shares9.6K

Event2026-06-30

Filed2026-07-20

QUAL

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

18.71%

Shares4.6K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares815

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

56.13%

Shares662

Event2026-06-30

Filed2026-07-20

TXN

TEXAS INSTRS INC

40.27%

Shares1.6K

Event2026-06-30

Filed2026-07-20

ECL

ECOLAB INC

11.26%

Shares1.7K

Event2026-06-30

Filed2026-07-20

PCG

PG&E CORP

New

Shares27.6K

Event2026-06-30

Filed2026-07-20

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-20

NOBL

PROSHARES TR

75.94%

Shares8.1K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

3.80%

Shares5.8K

Event2026-06-30

Filed2026-07-20

CMCSA

COMCAST CORP NEW

15.61%

Shares18.2K

Event2026-06-30

Filed2026-07-20

SPSB

SPDR SERIES TRUST

-6.33%

Shares14.8K

Event2026-06-30

Filed2026-07-20

S&P GLOBAL INC

25.11%

Shares1.1K

Event2026-06-30

Filed2026-07-20

ABNB

AIRBNB INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-20

CLX

CLOROX CO DEL

New

Shares4.5K

Event2026-06-30

Filed2026-07-20

LSF

LAIRD SUPERFOOD INC

New

Shares91.5K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

New

Shares189

Event2026-06-30

Filed2026-07-20

SPDW

SPDR INDEX SHS FDS

11.69%

Shares8.5K

Event2026-06-30

Filed2026-07-20

TXT

TEXTRON INC

99.91%

Shares4.6K

Event2026-06-30

Filed2026-07-20

DVN

DEVON ENERGY CORP NEW

12.94%

Shares10.2K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

13.36%

Shares4.8K

Event2026-06-30

Filed2026-07-20

BLACKSTONE INC

18.03%

Shares3.5K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

9.16%

Shares1.8K

Event2026-06-30

Filed2026-07-20

NUEM

NUSHARES ETF TR

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-20

OXY

OCCIDENTAL PETE CORP

102.33%

Shares8.3K

Event2026-06-30

Filed2026-07-20

PEG

PUBLIC SVC ENTERPRISE GROUP

59.64%

Shares4.9K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

11.23%

Shares9.4K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE

-1.16%

Shares5.1K

Event2026-06-30

Filed2026-07-20

WORLD GOLD TR

28.47%

Shares5.0K

Event2026-06-30

Filed2026-07-20

FTI

TECHNIPFMC PLC

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares758

Event2026-06-30

Filed2026-07-20

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

IONQ INC

-32.67%

Shares7.3K

Event2026-06-30

Filed2026-07-20

CITIGROUP INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-20

HONEYWELL INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

HONEYWELL AEROSPACE INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

New

Shares589

Event2026-06-30

Filed2026-07-20

ALTRIA GROUP INC

15.16%

Shares5.2K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-9.93%

Shares1.4K

Event2026-06-30

Filed2026-07-20

CURTISS WRIGHT CORP

31.06%

Shares481

Event2026-06-30

Filed2026-07-20

FTNT

FORTINET INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

22.27%

Shares6.6K

Event2026-06-30

Filed2026-07-20

KLAC

KLA CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

VHT

VANGUARD WORLD FD

-6.84%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MCK

MCKESSON CORP

24.00%

Shares465

Event2026-06-30

Filed2026-07-20

IGSB

ISHARES TR

1.12%

Shares6.7K

Event2026-06-30

Filed2026-07-20

RWR

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-20

RLJ-PA

RLJ LODGING TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-20

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

VCSH

VANGUARD SCOTTSDALE FDS

8.04%

Shares4.3K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

23.44%

Shares1.2K

Event2026-06-30

Filed2026-07-20

NFG

NATIONAL FUEL GAS CO

45.13%

Shares4.4K

Event2026-06-30

Filed2026-07-20

AOK

ISHARES TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-20

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-20

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-20

THE CIGNA GROUP

47.87%

Shares1.1K

Event2026-06-30

Filed2026-07-20

TRAVELERS COMPANIES INC

New

Shares956

Event2026-06-30

Filed2026-07-20

RWX

SPDR INDEX SHS FDS

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-20

QLC

FLEXSHARES TR

-7.37%

Shares3.5K

Event2026-06-30

Filed2026-07-20

IRM

IRON MTN INC DEL

20.75%

Shares2.5K

Event2026-06-30

Filed2026-07-20

AMERIPRISE FINL INC

9.80%

Shares672

Event2026-06-30

Filed2026-07-20

EWL

ISHARES INC

5.55%

Shares4.8K

Event2026-06-30

Filed2026-07-20

REET

ISHARES TR

-6.23%

Shares11.0K

Event2026-06-30

Filed2026-07-20

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

ALL

ALLSTATE CORP

24.48%

Shares1.3K

Event2026-06-30

Filed2026-07-20

HYMB

SPDR SERIES TRUST

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-20

MOH

MOLINA HEALTHCARE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

HPQ

HP INC

21.14%

Shares13.6K

Event2026-06-30

Filed2026-07-20

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-20

TMUS

T-MOBILE US INC

36.17%

Shares1.8K

Event2026-06-30

Filed2026-07-20

REGN

REGENERON PHARMACEUTICALS

40.91%

Shares465

Event2026-06-30

Filed2026-07-20

BCAL

CALIFORNIA BANCORP

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-20

BSV

VANGUARD BD INDEX FDS

0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-20

MMC

MARSH & MCLENNAN COS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-20

PNC

PNC FINL SVCS GROUP INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-20

SNOWFLAKE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

EVERSOURCE ENERGY

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

TER

TERADYNE INC

New

Shares577

Event2026-06-30

Filed2026-07-20

CHTR

CHARTER COMMUNICATIONS INC

75.14%

Shares1.9K

Event2026-06-30

Filed2026-07-20

GWX

SPDR INDEX SHS FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

IXN

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

IYW

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

SRE

SEMPRA

-45.73%

Shares2.9K

Event2026-06-30

Filed2026-07-20

TOTL

SSGA ACTIVE ETF TR

-41.60%

Shares6.8K

Event2026-06-30

Filed2026-07-20

ESAB

ESAB CORPORATION

0.79%

Shares2.7K

Event2026-06-30

Filed2026-07-20

NVO

NOVO-NORDISK A S

New

Shares5.4K

Event2026-06-30

Filed2026-07-20

SPDN

DIREXION SHARES ETF TRUST

0.00%

Shares29.8K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

-7.17%

Shares1.1K

Event2026-06-30

Filed2026-07-20

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-20

SLB

SLB LIMITED

10.24%

Shares5.5K

Event2026-06-30

Filed2026-07-20

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

SELECT SECTOR SPDR TR

-12.59%

Shares5.6K

Event2026-06-30

Filed2026-07-20

EME

EMCOR GROUP INC

New

Shares302

Event2026-06-30

Filed2026-07-20

FREEPORT MCMORAN INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-20

VIS

VANGUARD WORLD FD

-47.66%

Shares681

Event2026-06-30

Filed2026-07-20

MAA

MID-AMER APT CMNTYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-20

IWS

ISHARES TR

-7.61%

Shares1.5K

Event2026-06-30

Filed2026-07-20

VFH

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-20

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-20

WCN

WASTE CONNECTIONS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

SCHZ

SCHWAB STRATEGIC TR

-30.27%

Shares10.4K

Event2026-06-30

Filed2026-07-20

CORTEVA INC

12.84%

Shares2.8K

Event2026-06-30

Filed2026-07-20

WMB

WILLIAMS COS INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

URTH

ISHARES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.2K

Event2026-06-30

Filed2026-07-20

APD

AIR PRODUCTS AND CHEMICALS I

10.08%

Shares808

Event2026-06-30

Filed2026-07-20

BKNG

BOOKING HOLDINGS INC

2448.08%

Shares1.3K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

New

Shares692

Event2026-06-30

Filed2026-07-20

ASTRAZENECA PLC

-12.82%

Shares1.2K

Event2026-06-30

Filed2026-07-20

MCO

MOODYS CORP

New

Shares506

Event2026-06-30

Filed2026-07-20

RIO

RIO TINTO PLC

New

Shares2.4K

Event2026-06-30

Filed2026-07-20

OKTA

OKTA INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

VPU

VANGUARD WORLD FD

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-20

AON

AON PLC

New

Shares652

Event2026-06-30

Filed2026-07-20

VLO

VALERO ENERGY CORP

New

Shares830

Event2026-06-30

Filed2026-07-20

FEDEX FGHT HLDG CO INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

VONE

VANGUARD SCOTTSDALE FDS

New

Shares635

Event2026-06-30

Filed2026-07-20

KHC

KRAFT HEINZ CO

New

Shares9.1K

Event2026-06-30

Filed2026-07-20

VIGI

VANGUARD WHITEHALL FDS

New

Shares2.3K

Event2026-06-30

Filed2026-07-20

BLOOM ENERGY CORP

New

Shares702

Event2026-06-30

Filed2026-07-20

LUMENTUM HLDGS INC

New

Shares247

Event2026-06-30

Filed2026-07-20

CONSOLIDATED EDISON INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-20

ATI INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-20

FAST

FASTENAL CO

New

Shares4.4K

Event2026-06-30

Filed2026-07-20

MET

METLIFE INC

-38.32%

Shares2.5K

Event2026-06-30

Filed2026-07-20

MKC

MCCORMICK & CO INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

BANK OF NY MELLON CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

IYE

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-20

NNN

NNN REIT INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-20

COR

CENCORA INC

New

Shares729

Event2026-06-30

Filed2026-07-20

AMERICAN HOMES 4 RENT

New

Shares6.1K

Event2026-06-30

Filed2026-07-20

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares10.2K

Event2026-06-30

Filed2026-07-20

INTU

INTUIT

New

Shares772

Event2026-06-30

Filed2026-07-20

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

ONEV

SPDR SERIES TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-20

TAK

TAKEDA PHARMACEUTICAL CO LTD

New

Shares10.3K

Event2026-06-30

Filed2026-07-20

XERS

XERIS BIOPHARMA HOLDINGS INC

0.15%

Shares20.0K

Event2026-06-30

Filed2026-07-20

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares14.4K

Event2026-06-30

Filed2026-07-20

CNH

CNH INDL N V

New

Shares12.0K

Event2026-06-30

Filed2026-07-20

GPK

GRAPHIC PACKAGING HLDG CO

New

Shares12.1K

Event2026-06-30

Filed2026-07-20

BIRD

SMARTBIRD INC

New

Shares20.9K

Event2026-06-30

Filed2026-07-20

LYG

LLOYDS BANKING GROUP PLC

New

Shares14.1K

Event2026-06-30

Filed2026-07-20

ABEV

AMBEV SA

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-20

NWL

NEWELL BRANDS INC

New

Shares11.7K

Event2026-06-30

Filed2026-07-20

UNDER ARMOUR INC

1.64%

Shares10.2K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available