Sponsored

The Analysis of Cambridge Financial Group, LLC's Holdings & P&L

Currently, Cambridge Financial Group, LLC holds 155 types of securities in its portfolio with a total value $317.6M. In the most recent quarter, they have increased their positions in DFIC (+38.7K shares, valued at $1.4M), DFAC (+27.8K shares, valued at $1.2M), DFAT (+15.7K shares, valued at $1.1M); decreased their positions in N/A (-2.0K shares, valued at $758.1K), BRK.B (-1.5K shares, valued at $741.6K), DFAX (-19.9K shares, valued at $733.7K); initiated new positions in FRDM (+3.6K shares, valued at $263.9K), IBIL (+10.0K shares, valued at $256.9K), N/A (+337 shares, valued at $243.7K).

1M P&L

+4.7M+1.52%

3M P&L

+16.7M+5.65%

HY P&L

+31.2M+11.14%

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/A271.8M

89.1%

2Consumer Electronics5.8M

1.9%

3Semiconductors3.3M

1.1%

Top Industries by Stock Count

1N/A96 stocks

70.6%

2Drug Manufacturers - General4 stocks

2.9%

3Semiconductors4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST785.2K shares3.67%2026-06-302026-07-14

DFAT DIMENSIONAL ETF TRUST405.8K shares4.04%2026-06-302026-07-14

DFIC DIMENSIONAL ETF TRUST722.5K shares5.67%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST544.4K shares0.50%2026-06-302026-07-14

DFEV DIMENSIONAL ETF TRUST505.9K shares-0.23%2026-06-302026-07-14

DFAX DIMENSIONAL ETF TRUST243.9K shares-7.55%2026-06-302026-07-14

SLYV SPDR SERIES TRUST68.7K shares-1.60%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR178.9K shares-8.24%2026-06-302026-07-14

Sponsored

AAPL APPLE INC20.0K shares0.00%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR167.0K shares-4.15%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR128.8K shares-10.70%2026-06-302026-07-14

IJS ISHARES TR31.5K shares-8.73%2026-06-302026-07-14

DFIV DIMENSIONAL ETF TRUST69.3K shares-6.23%2026-06-302026-07-14

IWB ISHARES TR9.0K shares-13.35%2026-06-302026-07-14

DGRO ISHARES TR46.4K shares-11.85%2026-06-302026-07-14

ISHARES TR ISHARES TR35.5K shares-2.72%2026-06-302026-07-14

Sponsored

VIOV VANGUARD ADMIRAL FDS INC29.2K shares-1.01%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR120.9K shares-13.94%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-14

DFAS DIMENSIONAL ETF TRUST36.1K shares2.74%2026-06-302026-07-14

VYMI VANGUARD WHITEHALL FDS29.7K shares0.07%2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR90.2K shares-18.31%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND5.3K shares0.00%2026-06-302026-07-14

VBR VANGUARD INDEX FDS11.2K shares-10.22%2026-06-302026-07-14

Sponsored

SCHX SCHWAB STRATEGIC TR91.4K shares-8.53%2026-06-302026-07-14

DFUS DIMENSIONAL ETF TRUST31.7K shares12.76%2026-06-302026-07-14

QQQ INVESCO QQQ TR3.4K shares0.00%2026-06-302026-07-14

SCHV SCHWAB STRATEGIC TR70.1K shares-5.31%2026-06-302026-07-14

DFSI DIMENSIONAL ETF TRUST53.2K shares14.04%2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR65.0K shares-2.43%2026-06-302026-07-14

DISV DIMENSIONAL ETF TRUST50.7K shares-13.55%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares-2.02%2026-06-302026-07-14

Sponsored

SPEM SPDR INDEX SHS FDS38.7K shares-1.75%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares-27.64%2026-06-302026-07-14

FNDE SCHWAB STRATEGIC TR48.3K shares-2.42%2026-06-302026-07-14

MDYV SPDR SERIES TRUST18.7K shares-2.43%2026-06-302026-07-14

DFSU DIMENSIONAL ETF TRUST37.7K shares7.98%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS10.8K shares-27.79%2026-06-302026-07-14

IWF ISHARES TR13.3K shares196.94%2026-06-302026-07-14

IXUS ISHARES TR16.3K shares0.00%2026-06-302026-07-14

Sponsored

AMZN AMAZON COM INC6.5K shares0.72%2026-06-302026-07-14

GOOG ALPHABET INC4.4K shares42.92%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO4.5K shares-2.19%2026-06-302026-07-14

DFSE DIMENSIONAL ETF TRUST28.9K shares12.50%2026-06-302026-07-14

NVDA NVIDIA CORPORATION6.8K shares-11.37%2026-06-302026-07-14

DFAE DIMENSIONAL ETF TRUST33.2K shares-13.86%2026-06-302026-07-14

GEV GE VERNOVA INC1.1K shares0.00%2026-06-302026-07-14

SCHE SCHWAB STRATEGIC TR35.4K shares2.22%2026-06-302026-07-14

Sponsored

ESML ISHARES TR22.8K shares0.06%2026-06-302026-07-14

IWD ISHARES TR5.1K shares-26.02%2026-06-302026-07-14

MSFT MICROSOFT CORP3.3K shares-2.00%2026-06-302026-07-14

IWM ISHARES TR4.0K shares-18.91%2026-06-302026-07-14

GOOGL ALPHABET INC3.3K shares0.00%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON4.7K shares0.56%2026-06-302026-07-14

VXUS VANGUARD STAR FDS13.3K shares2.37%2026-06-302026-07-14

ESGD ISHARES TR10.6K shares-2.75%2026-06-302026-07-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.5K shares-8.72%2026-06-302026-07-14

LLY ELI LILLY & CO886 shares-3.28%2026-06-302026-07-14

WMT WALMART INC9.0K shares-1.70%2026-06-302026-07-14

GLD SPDR GOLD TR2.7K shares-11.08%2026-06-302026-07-14

AVUV AMERICAN CENTY ETF TR7.7K shares-0.87%2026-06-302026-07-14

IEMG ISHARES INC11.1K shares-3.48%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.8K shares-2.77%2026-06-302026-07-14

EEMV ISHARES INC11.8K shares0.00%2026-06-302026-07-14

Sponsored

GE GE AEROSPACE2.4K shares0.00%2026-06-302026-07-14

QCOM QUALCOMM INC4.6K shares-1.98%2026-06-302026-07-14

SPTM SPDR SERIES TRUST9.3K shares-29.91%2026-06-302026-07-14

ITOT ISHARES TR4.8K shares0.00%2026-06-302026-07-14

IJJ ISHARES TR5.4K shares-3.45%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F13.3K shares-13.75%2026-06-302026-07-14

TSLA TESLA INC1.8K shares1.54%2026-06-302026-07-14

IWV ISHARES TR1.7K shares-18.49%2026-06-302026-07-14

Sponsored

VOE VANGUARD INDEX FDS3.7K shares-6.20%2026-06-302026-07-14

AVEM AMERICAN CENTY ETF TR7.5K shares-1.06%2026-06-302026-07-14

IBTG ISHARES TR30.6K shares21.52%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF20.9K shares1.76%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC5.9K shares0.02%2026-06-302026-07-14

PEP PEPSICO INC5.1K shares1.49%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F4.4K shares-4.08%2026-06-302026-07-14

BROADCOM INC BROADCOM INC1.8K shares1.45%2026-06-302026-07-14

Sponsored

FNDA SCHWAB STRATEGIC TR17.6K shares-4.35%2026-06-302026-07-14

XVV ISHARES TR11.5K shares0.00%2026-06-302026-07-14

XJR ISHARES TR12.2K shares0.00%2026-06-302026-07-14

IOO ISHARES TR4.6K shares0.00%2026-06-302026-07-14

ABBVIE INC ABBVIE INC2.5K shares-0.04%2026-06-302026-07-14

INTC INTEL CORP4.5K shares-5.85%2026-06-302026-07-14

AHR AMERICAN HEALTHCARE REIT INC12.0K shares0.00%2026-06-302026-07-14

EMR EMERSON ELEC CO4.2K shares0.00%2026-06-302026-07-14

Sponsored

ESGE ISHARES INC11.1K shares-4.23%2026-06-302026-07-14

IUSV ISHARES TR5.5K shares-16.90%2026-06-302026-07-14

NUE NUCOR CORP2.7K shares0.00%2026-06-302026-07-14

MRK MERCK & CO INC4.6K shares-2.95%2026-06-302026-07-14

COP CONOCOPHILLIPS5.3K shares0.00%2026-06-302026-07-14

CAT CATERPILLAR INC517 shares1.37%2026-06-302026-07-14

DFAI DIMENSIONAL ETF TRUST13.3K shares-5.07%2026-06-302026-07-14

DFSV DIMENSIONAL ETF TRUST14.0K shares-24.12%2026-06-302026-07-14

Sponsored

VISA INC VISA INC1.5K shares-2.27%2026-06-302026-07-14

IBTH ISHARES TR23.7K shares0.00%2026-06-302026-07-14

AVDV AMERICAN CENTY ETF TR5.0K shares0.00%2026-06-302026-07-14

EDIV SPDR INDEX SHS FDS12.5K shares-0.01%2026-06-302026-07-14

IJT ISHARES TR2.7K shares10.82%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-2.99%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION507 shares-5.94%2026-06-302026-07-14

FNDF SCHWAB STRATEGIC TR8.7K shares-28.12%2026-06-302026-07-14

Sponsored

DVY ISHARES TR2.9K shares-22.32%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC784 shares0.00%2026-06-302026-07-14

KO COCA COLA CO5.4K shares-5.34%2026-06-302026-07-14

HD HOME DEPOT INC1.2K shares8.85%2026-06-302026-07-14

TXN TEXAS INSTRS INC1.4K shares0.00%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-64.36%2026-06-302026-07-14

EMXF ISHARES TR7.1K shares0.00%2026-06-302026-07-14

TLTE FLEXSHARES TR5.2K shares-16.34%2026-06-302026-07-14

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD16.8K shares-20.88%2026-06-302026-07-14

VB VANGUARD INDEX FDS1.3K shares-40.44%2026-06-302026-07-14

BSMQ INVESCO EXCH TRD SLF IDX FD16.7K shares0.00%2026-06-302026-07-14

ISHARES TR ISHARES TR517 shares-11.02%2026-06-302026-07-14

CVX CHEVRON CORPORATION2.3K shares0.00%2026-06-302026-07-14

MCD MCDONALDS CORP1.4K shares-8.18%2026-06-302026-07-14

OEF ISHARES TR1.0K shares0.00%2026-06-302026-07-14

IVW ISHARES TR2.6K shares0.00%2026-06-302026-07-14

Sponsored

PG PROCTER & GAMBLE CO2.4K shares-3.61%2026-06-302026-07-14

EFV ISHARES TR4.6K shares0.00%2026-06-302026-07-14

VO VANGUARD INDEX FDS4.3K shares243.40%2026-06-302026-07-14

AVSE AMERICAN CENTY ETF TR4.1K shares0.00%2026-06-302026-07-14

CORTEVA INC CORTEVA INC3.8K shares0.00%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION1.7K shares0.30%2026-06-302026-07-14

IVE ISHARES TR1.4K shares0.00%2026-06-302026-07-14

BAC BANK OF AMER CORP5.6K shares0.00%2026-06-302026-07-14

Sponsored

IBTJ ISHARES TR14.0K shares0.00%2026-06-302026-07-14

BSCU INVESCO EXCH TRD SLF IDX FD17.6K shares-12.67%2026-06-302026-07-14

ONTO ONTO INNOVATION INC757 shares-32.95%2026-06-302026-07-14

BSJT INVESCO EXCH TRD SLF IDX FD13.4K shares-43.84%2026-06-302026-07-14

FNDC SCHWAB STRATEGIC TR5.8K shares1.04%2026-06-302026-07-14

FRDM EA SERIES TRUST3.6K sharesnew addition2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.3.6K shares0.33%2026-06-302026-07-14

NOC NORTHROP GRUMMAN CORP508 shares-7.13%2026-06-302026-07-14

Sponsored

IBIL ISHARES TR10.0K sharesnew addition2026-06-302026-07-14

IBTI ISHARES TR11.5K shares0.00%2026-06-302026-07-14

ORACLE CORP ORACLE CORP1.7K shares0.06%2026-06-302026-07-14

PSX PHILLIPS 661.5K shares0.00%2026-06-302026-07-14

AMGN AMGEN INC682 shares-3.40%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC337 sharesnew addition2026-06-302026-07-14

IWN ISHARES TR1.1K shares-41.49%2026-06-302026-07-14

MTUM ISHARES TR707 sharesnew addition2026-06-302026-07-14

Sponsored

TGT TARGET CORP1.8K shares0.00%2026-06-302026-07-14

AVDE AMERICAN CENTY ETF TR2.7K shares-1.87%2026-06-302026-07-14

Q QNITY ELECTRONICS INC1.4K sharesnew addition2026-06-302026-07-14

URI UNITED RENTALS INC202 sharesnew addition2026-06-302026-07-14

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD10.3K shares-18.10%2026-06-302026-07-14

EMXC ISHARES INC2.0K sharesnew addition2026-06-302026-07-14

PEG PUBLIC SVC ENTERPRISE GROUP2.6K shares0.00%2026-06-302026-07-14

AMERIPRISE FINL INC AMERIPRISE FINL INC453 shares0.00%2026-06-302026-07-14

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC496 sharesnew addition2026-06-302026-07-14

EUHY ISHARES INC3.8K sharesnew addition2026-06-302026-07-14

LGVN LONGEVERON INC10.5K shares0.00%2026-06-302026-07-14

DFAC

DIMENSIONAL ETF TRUST

3.67%

Shares785.2K

Event2026-06-30

Filed2026-07-14

DFAT

DIMENSIONAL ETF TRUST

4.04%

Shares405.8K

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

5.67%

Shares722.5K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

0.50%

Shares544.4K

Event2026-06-30

Filed2026-07-14

DFEV

DIMENSIONAL ETF TRUST

-0.23%

Shares505.9K

Event2026-06-30

Filed2026-07-14

DFAX

DIMENSIONAL ETF TRUST

-7.55%

Shares243.9K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

-1.60%

Shares68.7K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

-8.24%

Shares178.9K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

-4.15%

Shares167.0K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-10.70%

Shares128.8K

Event2026-06-30

Filed2026-07-14

IJS

ISHARES TR

-8.73%

Shares31.5K

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL ETF TRUST

-6.23%

Shares69.3K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

-13.35%

Shares9.0K

Event2026-06-30

Filed2026-07-14

DGRO

ISHARES TR

-11.85%

Shares46.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-2.72%

Shares35.5K

Event2026-06-30

Filed2026-07-14

VIOV

VANGUARD ADMIRAL FDS INC

-1.01%

Shares29.2K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

-13.94%

Shares120.9K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

2.74%

Shares36.1K

Event2026-06-30

Filed2026-07-14

VYMI

VANGUARD WHITEHALL FDS

0.07%

Shares29.7K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-18.31%

Shares90.2K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-10.22%

Shares11.2K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-8.53%

Shares91.4K

Event2026-06-30

Filed2026-07-14

DFUS

DIMENSIONAL ETF TRUST

12.76%

Shares31.7K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

SCHV

SCHWAB STRATEGIC TR

-5.31%

Shares70.1K

Event2026-06-30

Filed2026-07-14

DFSI

DIMENSIONAL ETF TRUST

14.04%

Shares53.2K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

-2.43%

Shares65.0K

Event2026-06-30

Filed2026-07-14

DISV

DIMENSIONAL ETF TRUST

-13.55%

Shares50.7K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-2.02%

Shares2.7K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

-1.75%

Shares38.7K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-27.64%

Shares3.9K

Event2026-06-30

Filed2026-07-14

FNDE

SCHWAB STRATEGIC TR

-2.42%

Shares48.3K

Event2026-06-30

Filed2026-07-14

MDYV

SPDR SERIES TRUST

-2.43%

Shares18.7K

Event2026-06-30

Filed2026-07-14

DFSU

DIMENSIONAL ETF TRUST

7.98%

Shares37.7K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

-27.79%

Shares10.8K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

196.94%

Shares13.3K

Event2026-06-30

Filed2026-07-14

IXUS

ISHARES TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

0.72%

Shares6.5K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

42.92%

Shares4.4K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-2.19%

Shares4.5K

Event2026-06-30

Filed2026-07-14

DFSE

DIMENSIONAL ETF TRUST

12.50%

Shares28.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-11.37%

Shares6.8K

Event2026-06-30

Filed2026-07-14

DFAE

DIMENSIONAL ETF TRUST

-13.86%

Shares33.2K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

2.22%

Shares35.4K

Event2026-06-30

Filed2026-07-14

ESML

ISHARES TR

0.06%

Shares22.8K

Event2026-06-30

Filed2026-07-14

IWD

ISHARES TR

-26.02%

Shares5.1K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-2.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

-18.91%

Shares4.0K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

0.56%

Shares4.7K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

2.37%

Shares13.3K

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

-2.75%

Shares10.6K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

-8.72%

Shares4.5K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-3.28%

Shares886

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-1.70%

Shares9.0K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-11.08%

Shares2.7K

Event2026-06-30

Filed2026-07-14

AVUV

AMERICAN CENTY ETF TR

-0.87%

Shares7.7K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

-3.48%

Shares11.1K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

-2.77%

Shares2.8K

Event2026-06-30

Filed2026-07-14

EEMV

ISHARES INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

-1.98%

Shares4.6K

Event2026-06-30

Filed2026-07-14

SPTM

SPDR SERIES TRUST

-29.91%

Shares9.3K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IJJ

ISHARES TR

-3.45%

Shares5.4K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

-13.75%

Shares13.3K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

1.54%

Shares1.8K

Event2026-06-30

Filed2026-07-14

IWV

ISHARES TR

-18.49%

Shares1.7K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

-6.20%

Shares3.7K

Event2026-06-30

Filed2026-07-14

AVEM

AMERICAN CENTY ETF TR

-1.06%

Shares7.5K

Event2026-06-30

Filed2026-07-14

IBTG

ISHARES TR

21.52%

Shares30.6K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

1.76%

Shares20.9K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

0.02%

Shares5.9K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

1.49%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

-4.08%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

1.45%

Shares1.8K

Event2026-06-30

Filed2026-07-14

FNDA

SCHWAB STRATEGIC TR

-4.35%

Shares17.6K

Event2026-06-30

Filed2026-07-14

XVV

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-14

XJR

ISHARES TR

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-14

IOO

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

-5.85%

Shares4.5K

Event2026-06-30

Filed2026-07-14

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

ESGE

ISHARES INC

-4.23%

Shares11.1K

Event2026-06-30

Filed2026-07-14

IUSV

ISHARES TR

-16.90%

Shares5.5K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-2.95%

Shares4.6K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

1.37%

Shares517

Event2026-06-30

Filed2026-07-14

DFAI

DIMENSIONAL ETF TRUST

-5.07%

Shares13.3K

Event2026-06-30

Filed2026-07-14

DFSV

DIMENSIONAL ETF TRUST

-24.12%

Shares14.0K

Event2026-06-30

Filed2026-07-14

VISA INC

-2.27%

Shares1.5K

Event2026-06-30

Filed2026-07-14

IBTH

ISHARES TR

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-14

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

EDIV

SPDR INDEX SHS FDS

-0.01%

Shares12.5K

Event2026-06-30

Filed2026-07-14

IJT

ISHARES TR

10.82%

Shares2.7K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-2.99%

Shares1.7K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-5.94%

Shares507

Event2026-06-30

Filed2026-07-14

FNDF

SCHWAB STRATEGIC TR

-28.12%

Shares8.7K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

-22.32%

Shares2.9K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

0.00%

Shares784

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-5.34%

Shares5.4K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

8.85%

Shares1.2K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-64.36%

Shares1.1K

Event2026-06-30

Filed2026-07-14

EMXF

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-14

TLTE

FLEXSHARES TR

-16.34%

Shares5.2K

Event2026-06-30

Filed2026-07-14

BSMR

INVESCO EXCH TRD SLF IDX FD

-20.88%

Shares16.8K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-40.44%

Shares1.3K

Event2026-06-30

Filed2026-07-14

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-11.02%

Shares517

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-8.18%

Shares1.4K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-3.61%

Shares2.4K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

243.40%

Shares4.3K

Event2026-06-30

Filed2026-07-14

AVSE

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

CORTEVA INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.30%

Shares1.7K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-14

IBTJ

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-14

BSCU

INVESCO EXCH TRD SLF IDX FD

-12.67%

Shares17.6K

Event2026-06-30

Filed2026-07-14

ONTO

ONTO INNOVATION INC

-32.95%

Shares757

Event2026-06-30

Filed2026-07-14

BSJT

INVESCO EXCH TRD SLF IDX FD

-43.84%

Shares13.4K

Event2026-06-30

Filed2026-07-14

FNDC

SCHWAB STRATEGIC TR

1.04%

Shares5.8K

Event2026-06-30

Filed2026-07-14

FRDM

EA SERIES TRUST

New

Shares3.6K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

0.33%

Shares3.6K

Event2026-06-30

Filed2026-07-14

NOC

NORTHROP GRUMMAN CORP

-7.13%

Shares508

Event2026-06-30

Filed2026-07-14

IBIL

ISHARES TR

New

Shares10.0K

Event2026-06-30

Filed2026-07-14

IBTI

ISHARES TR

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-3.40%

Shares682

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

New

Shares337

Event2026-06-30

Filed2026-07-14

IWN

ISHARES TR

-41.49%

Shares1.1K

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

New

Shares707

Event2026-06-30

Filed2026-07-14

TGT

TARGET CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

AVDE

AMERICAN CENTY ETF TR

-1.87%

Shares2.7K

Event2026-06-30

Filed2026-07-14

QNITY ELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

New

Shares202

Event2026-06-30

Filed2026-07-14

INVESCO EXCH TRD SLF IDX FD

-18.10%

Shares10.3K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

AMERIPRISE FINL INC

0.00%

Shares453

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

New

Shares496

Event2026-06-30

Filed2026-07-14

EUHY

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-14

LGVN

LONGEVERON INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available