The Analysis of CARDIFF PARK ADVISORS, LLC's Holdings


Currently, CARDIFF PARK ADVISORS, LLC holds 378 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VOO (+69.3K shares, valued at $42.5M), GLD (+31.7K shares, valued at $11.3M), QQQ (+14.0K shares, valued at $8.4M); decreased their positions in VTI (-47.5K shares, valued at $15.6M), OKLO (-100.0K shares, valued at $11.2M), DFAC (-142.3K shares, valued at $5.5M); initiated new positions in VOO (+69.3K shares, valued at $42.5M), GLD (+31.7K shares, valued at $11.3M), QQQ (+14.0K shares, valued at $8.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST4.1M shares-3.35%2025-09-302025-11-14history
VTI VANGUARD INDEX FDS463.0K shares-9.31%2025-09-302025-11-14history
META META PLATFORMS INC185.2K shares4.54%2025-09-302025-11-14history
VOO VANGUARD INDEX FDS69.3K sharesnew addition2025-09-302025-11-14history
DFAX DIMENSIONAL ETF TRUST1.2M shares-7.69%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR50.8K shares-0.73%2025-09-302025-11-14history
DFUV DIMENSIONAL ETF TRUST742.2K shares-0.55%2025-09-302025-11-14history
AAPL APPLE INC119.2K shares-0.68%2025-09-302025-11-14history
Sponsored
VEA VANGUARD TAX-MANAGED FDS434.9K shares9.09%2025-09-302025-11-14history
AVDE AMERICAN CENTY ETF TR326.7K shares0.67%2025-09-302025-11-14history
OKLO OKLO INC223.2K shares-30.94%2025-09-302025-11-14history
DFUS DIMENSIONAL ETF TRUST343.8K shares-0.90%2025-09-302025-11-14history
AVUS AMERICAN CENTY ETF TR178.8K shares-0.40%2025-09-302025-11-14history
DFAT DIMENSIONAL ETF TRUST326.6K shares-0.26%2025-09-302025-11-14history
DFEM DIMENSIONAL ETF TRUST411.1K shares1.58%2025-09-302025-11-14history
MSFT MICROSOFT CORP25.5K shares3.45%2025-09-302025-11-14history
Sponsored
VTEB VANGUARD MUN BD FDS257.1K shares0.03%2025-09-302025-11-14history
DFSV DIMENSIONAL ETF TRUST392.0K shares-0.46%2025-09-302025-11-14history
VUG VANGUARD INDEX FDS25.8K shares2.34%2025-09-302025-11-14history
DISV DIMENSIONAL ETF TRUST345.3K shares0.87%2025-09-302025-11-14history
DFIV DIMENSIONAL ETF TRUST266.0K shares2.10%2025-09-302025-11-14history
VXUS VANGUARD STAR FDS166.1K shares23.18%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION64.7K shares0.62%2025-09-302025-11-14history
AVEM AMERICAN CENTY ETF TR159.2K shares0.00%2025-09-302025-11-14history
Sponsored
GLD SPDR GOLD TR31.7K sharesnew addition2025-09-302025-11-14history
GOOG ALPHABET INC43.6K shares-0.06%2025-09-302025-11-14history
DFIC DIMENSIONAL ETF TRUST314.7K shares0.52%2025-09-302025-11-14history
DFAS DIMENSIONAL ETF TRUST147.7K shares-0.46%2025-09-302025-11-14history
AMZN AMAZON COM INC44.7K shares0.24%2025-09-302025-11-14history
VBR VANGUARD INDEX FDS46.6K shares0.04%2025-09-302025-11-14history
VNQ VANGUARD INDEX FDS103.3K shares-0.89%2025-09-302025-11-14history
GOOGL ALPHABET INC37.5K shares1.79%2025-09-302025-11-14history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F163.7K shares0.60%2025-09-302025-11-14history
QQQ INVESCO QQQ TR14.0K sharesnew addition2025-09-302025-11-14history
DUHP DIMENSIONAL ETF TRUST222.1K shares0.01%2025-09-302025-11-14history
VTV VANGUARD INDEX FDS40.9K shares1.73%2025-09-302025-11-14history
BRK.B BERKSHIRE HATHAWAY INC DEL15.1K shares0.77%2025-09-302025-11-14history
VIG VANGUARD SPECIALIZED FUNDS34.7K shares1.76%2025-09-302025-11-14history
IVV ISHARES TR10.7K shares-4.61%2025-09-302025-11-14history
SCHB SCHWAB STRATEGIC TR263.9K shares1.01%2025-09-302025-11-14history
Sponsored
EFA ISHARES TR71.8K shares-6.73%2025-09-302025-11-14history
AVDV AMERICAN CENTY ETF TR71.3K shares-9.09%2025-09-302025-11-14history
VTIP VANGUARD MALVERN FDS118.3K shares15.94%2025-09-302025-11-14history
AVLV AMERICAN CENTY ETF TR73.4K shares-9.09%2025-09-302025-11-14history
VGK VANGUARD INTL EQUITY INDEX F63.7K shares5.26%2025-09-302025-11-14history
VCSH VANGUARD SCOTTSDALE FDS60.6K shares10.40%2025-09-302025-11-14history
BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2025-09-302025-11-14history
VSS VANGUARD INTL EQUITY INDEX F31.5K shares0.07%2025-09-302025-11-14history
Sponsored
NFLX NETFLIX INC3.5K shares-10.98%2025-09-302025-11-14history
XOM EXXON MOBIL CORP34.9K shares-0.79%2025-09-302025-11-14history
VPL VANGUARD INTL EQUITY INDEX F42.6K shares2.98%2025-09-302025-11-14history
TSLA TESLA INC7.9K shares10.73%2025-09-302025-11-14history
DFAI DIMENSIONAL ETF TRUST91.0K shares0.13%2025-09-302025-11-14history
SPTM SPDR SERIES TRUST39.7K shares25.21%2025-09-302025-11-14history
VV VANGUARD INDEX FDS10.3K shares0.10%2025-09-302025-11-14history
CVX CHEVRON CORP NEW20.4K shares4.87%2025-09-302025-11-14history
Sponsored
VGSH VANGUARD SCOTTSDALE FDS53.5K shares22.80%2025-09-302025-11-14history
XLRE SELECT SECTOR SPDR TR74.6K shares0.00%2025-09-302025-11-14history
AMAT APPLIED MATLS INC15.3K shares0.00%2025-09-302025-11-14history
SUB ISHARES TR28.3K shares0.21%2025-09-302025-11-14history
IJS ISHARES TR26.1K shares-1.58%2025-09-302025-11-14history
TRNS TRANSCAT INC39.0K shares0.00%2025-09-302025-11-14history
QCOM QUALCOMM INC15.7K shares0.30%2025-09-302025-11-14history
IXUS ISHARES TR30.1K shares-12.91%2025-09-302025-11-14history
Sponsored
ITOT ISHARES TR16.8K shares0.55%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC13.4K shares-8.00%2025-09-302025-11-14history
VGT VANGUARD WORLD FD3.2K shares19.14%2025-09-302025-11-14history
AVUV AMERICAN CENTY ETF TR24.0K shares-18.80%2025-09-302025-11-14history
AVRE AMERICAN CENTY ETF TR51.4K shares-0.12%2025-09-302025-11-14history
BND VANGUARD BD INDEX FDS30.6K shares4.34%2025-09-302025-11-14history
DFAE DIMENSIONAL ETF TRUST71.0K shares12.80%2025-09-302025-11-14history
VEU VANGUARD INTL EQUITY INDEX F31.1K shares8.07%2025-09-302025-11-14history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS25.9K shares1.03%2025-09-302025-11-14history
IAU ISHARES GOLD TR29.9K shares15.74%2025-09-302025-11-14history
PM PHILIP MORRIS INTL INC13.4K shares0.96%2025-09-302025-11-14history
VNQI VANGUARD INTL EQUITY INDEX F44.4K shares0.00%2025-09-302025-11-14history
CAT CATERPILLAR INC4.4K shares0.41%2025-09-302025-11-14history
IWF ISHARES TR4.4K shares0.02%2025-09-302025-11-14history
TER TERADYNE INC15.1K shares0.00%2025-09-302025-11-14history
ARCC ARES CAPITAL CORP93.8K shares2.12%2025-09-302025-11-14history
Sponsored
JNJ JOHNSON & JOHNSON10.2K shares0.95%2025-09-302025-11-14history
VYM VANGUARD WHITEHALL FDS13.4K shares-0.13%2025-09-302025-11-14history
AVSC AMERICAN CENTY ETF TR30.8K shares0.00%2025-09-302025-11-14history
CRM SALESFORCE INC7.4K shares0.24%2025-09-302025-11-14history
JPM JPMORGAN CHASE & CO.5.5K shares0.47%2025-09-302025-11-14history
DFAU DIMENSIONAL ETF TRUST37.8K shares-0.14%2025-09-302025-11-14history
VOE VANGUARD INDEX FDS9.5K shares0.44%2025-09-302025-11-14history
DFEV DIMENSIONAL ETF TRUST51.1K shares13.76%2025-09-302025-11-14history
Sponsored
VUSB VANGUARD BD INDEX FDS30.6K shares2.42%2025-09-302025-11-14history
IWD ISHARES TR7.4K shares0.09%2025-09-302025-11-14history
SPYM SPDR SERIES TRUST19.2K shares42.08%2025-09-302025-11-14history
GNMA ISHARES TR33.8K shares0.03%2025-09-302025-11-14history
SCZ ISHARES TR19.5K shares0.00%2025-09-302025-11-14history
VTES VANGUARD WELLINGTON FD14.1K shares-1.84%2025-09-302025-11-14history
URI UNITED RENTALS INC1.5K shares0.00%2025-09-302025-11-14history
USMV ISHARES TR14.9K shares0.02%2025-09-302025-11-14history
Sponsored
COST COSTCO WHSL CORP NEW1.5K shares0.00%2025-09-302025-11-14history
ORCL ORACLE CORP4.9K shares0.26%2025-09-302025-11-14history
AVGO BROADCOM INC4.1K sharesnew addition2025-09-302025-11-14history
IWM ISHARES TR5.6K shares5.15%2025-09-302025-11-14history
SJNK SPDR SERIES TRUST52.6K shares1.03%2025-09-302025-11-14history
RSP INVESCO EXCHANGE TRADED FD T7.1K shares0.13%2025-09-302025-11-14history
DFAW DIMENSIONAL ETF TRUST18.5K shares0.34%2025-09-302025-11-14history
AMD ADVANCED MICRO DEVICES INC8.1K shares0.67%2025-09-302025-11-14history
Sponsored
SHOP SHOPIFY INC8.7K shares-0.57%2025-09-302025-11-14history
EFG ISHARES TR11.2K shares-0.25%2025-09-302025-11-14history
STIP ISHARES TR12.2K shares153.88%2025-09-302025-11-14history
VHT VANGUARD WORLD FD4.8K shares0.21%2025-09-302025-11-14history
XLE SELECT SECTOR SPDR TR13.9K shares0.12%2025-09-302025-11-14history
WMT WALMART INC11.8K shares0.56%2025-09-302025-11-14history
AVSF AMERICAN CENTY ETF TR25.7K shares0.28%2025-09-302025-11-14history
CEF SPROTT ASSET MANAGEMENT LP33.0K shares-3.89%2025-09-302025-11-14history
Sponsored
EEM ISHARES TR22.4K shares-5.31%2025-09-302025-11-14history
CSCO CISCO SYS INC17.1K shares0.72%2025-09-302025-11-14history
IJJ ISHARES TR9.0K shares0.00%2025-09-302025-11-14history
MCD MCDONALDS CORP3.7K shares2.79%2025-09-302025-11-14history
V VISA INC3.3K shares0.46%2025-09-302025-11-14history
VB VANGUARD INDEX FDS4.3K shares2.96%2025-09-302025-11-14history
DFLV DIMENSIONAL ETF TRUST33.3K shares0.39%2025-09-302025-11-14history
PG PROCTER AND GAMBLE CO7.0K shares0.23%2025-09-302025-11-14history
Sponsored
VGIT VANGUARD SCOTTSDALE FDS17.8K shares-26.91%2025-09-302025-11-14history
JEPI J P MORGAN EXCHANGE TRADED F18.7K shares1.05%2025-09-302025-11-14history
IBIT ISHARES BITCOIN TRUST ETF15.8K shares32.48%2025-09-302025-11-14history
KLIC KULICKE & SOFFA INDS INC25.0K shares0.00%2025-09-302025-11-14history
ABBV ABBVIE INC4.3K shares0.42%2025-09-302025-11-14history
SCHF SCHWAB STRATEGIC TR40.8K shares2.30%2025-09-302025-11-14history
PEP PEPSICO INC6.7K shares0.44%2025-09-302025-11-14history
IBM INTERNATIONAL BUSINESS MACHS3.3K shares-0.40%2025-09-302025-11-14history
Sponsored
LOW LOWES COS INC3.6K shares0.00%2025-09-302025-11-14history
SPIB SPDR SERIES TRUST26.4K shares3.65%2025-09-302025-11-14history
VT VANGUARD INTL EQUITY INDEX F6.5K shares94.28%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares5.85%2025-09-302025-11-14history
VYMI VANGUARD WHITEHALL FDS10.1K shares0.34%2025-09-302025-11-14history
VOT VANGUARD INDEX FDS2.9K shares0.07%2025-09-302025-11-14history
IJR ISHARES TR7.2K shares-8.05%2025-09-302025-11-14history
INTU INTUIT1.2K shares0.00%2025-09-302025-11-14history
Sponsored
EMXC ISHARES INC12.2K shares0.00%2025-09-302025-11-14history
SNA SNAP ON INC2.3K shares5.73%2025-09-302025-11-14history
UNH UNITEDHEALTH GROUP INC2.3K shares-7.86%2025-09-302025-11-14history
NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2025-09-302025-11-14history
IJH ISHARES TR11.9K shares0.17%2025-09-302025-11-14history
INTC INTEL CORP22.9K shares-4.39%2025-09-302025-11-14history
COR CENCORA INC2.4K sharesnew addition2025-09-302025-11-14history
SHM SPDR SERIES TRUST15.7K sharesnew addition2025-09-302025-11-14history
Sponsored
DFSD DIMENSIONAL ETF TRUST15.6K shares0.78%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED1.3K shares0.84%2025-09-302025-11-14history
IWN ISHARES TR4.2K shares0.12%2025-09-302025-11-14history
SPLV INVESCO EXCH TRADED FD TR II10.0K sharesnew addition2025-09-302025-11-14history
AVIV AMERICAN CENTY ETF TR10.9K shares0.00%2025-09-302025-11-14history
DFIS DIMENSIONAL ETF TRUST21.4K shares11.69%2025-09-302025-11-14history
DE DEERE & CO1.5K shares0.00%2025-09-302025-11-14history
RTX RTX CORPORATION4.0K shares0.84%2025-09-302025-11-14history
Sponsored
BX BLACKSTONE INC3.9K sharesnew addition2025-09-302025-11-14history
HD HOME DEPOT INC1.6K shares1.00%2025-09-302025-11-14history
FLOT ISHARES TR12.8K shares-2.58%2025-09-302025-11-14history
MGV VANGUARD WORLD FD4.7K shares0.24%2025-09-302025-11-14history
DIHP DIMENSIONAL ETF TRUST21.1K shares0.05%2025-09-302025-11-14history
AME AMETEK INC3.4K shares0.00%2025-09-302025-11-14history
LLY ELI LILLY & CO821 shares0.00%2025-09-302025-11-14history
IGSB ISHARES TR11.7K shares6.26%2025-09-302025-11-14history
Sponsored
IVE ISHARES TR3.0K shares0.00%2025-09-302025-11-14history
ABT ABBOTT LABS4.6K shares0.82%2025-09-302025-11-14history
VVR INVESCO SR INCOME TR175.0K shares0.00%2025-09-302025-11-14history
PDD PDD HOLDINGS INC4.6K shares0.00%2025-09-302025-11-14history
PFF ISHARES TR18.7K shares1.59%2025-09-302025-11-14history
CB CHUBB LIMITED2.1K shares0.34%2025-09-302025-11-14history
SLV ISHARES SILVER TR13.2K shares22.17%2025-09-302025-11-14history
SPDW SPDR INDEX SHS FDS12.9K shares0.00%2025-09-302025-11-14history
Sponsored
URA GLOBAL X FDS11.6K shares0.00%2025-09-302025-11-14history
FBTC FIDELITY WISE ORIGIN BITCOIN5.3K shares0.00%2025-09-302025-11-14history
KO COCA COLA CO8.0K shares1.35%2025-09-302025-11-14history
CUT INVESCO EXCH TRADED FD TR II17.8K sharesnew addition2025-09-302025-11-14history
CAMT CAMTEK LTD5.0K shares0.00%2025-09-302025-11-14history
DFAR DIMENSIONAL ETF TRUST22.0K shares0.09%2025-09-302025-11-14history
DOV DOVER CORP3.1K shares0.29%2025-09-302025-11-14history
SCHD SCHWAB STRATEGIC TR19.1K shares0.65%2025-09-302025-11-14history
Sponsored
GBTC GRAYSCALE BITCOIN TRUST ETF5.8K shares0.00%2025-09-302025-11-14history
WFC WELLS FARGO CO NEW6.1K shares-54.96%2025-09-302025-11-14history
BSV VANGUARD BD INDEX FDS6.5K shares0.65%2025-09-302025-11-14history
MDY SPDR S&P MIDCAP 400 ETF TR856 shares0.12%2025-09-302025-11-14history
GDX VANECK ETF TRUST6.6K shares0.00%2025-09-302025-11-14history
BIL SPDR SERIES TRUST5.5K shares1.04%2025-09-302025-11-14history
CMI CUMMINS INC1.2K shares6.56%2025-09-302025-11-14history
NET CLOUDFLARE INC2.3K shares-7.18%2025-09-302025-11-14history
Sponsored
NEE NEXTERA ENERGY INC6.5K shares0.85%2025-09-302025-11-14history
LGLV SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-11-14history
TIP ISHARES TR4.3K shares0.40%2025-09-302025-11-14history
AVDS AMERICAN CENTY ETF TR7.0K shares0.00%2025-09-302025-11-14history
IAK ISHARES TR3.5K shares0.00%2025-09-302025-11-14history
HEFA ISHARES TR11.6K shares0.00%2025-09-302025-11-14history
OXY OCCIDENTAL PETE CORP9.7K shares0.00%2025-09-302025-11-14history
BLDR BUILDERS FIRSTSOURCE INC3.8K shares0.00%2025-09-302025-11-14history
Sponsored
AON AON PLC1.3K shares0.00%2025-09-302025-11-14history
HON HONEYWELL INTL INC2.1K shares4.80%2025-09-302025-11-14history
MPC MARATHON PETE CORP2.3K shares0.00%2025-09-302025-11-14history
IWO ISHARES TR1.3K shares0.00%2025-09-302025-11-14history
BWX SPDR SERIES TRUST18.4K shares0.00%2025-09-302025-11-14history
PNC PNC FINL SVCS GROUP INC2.1K shares0.00%2025-09-302025-11-14history
PWB INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2025-09-302025-11-14history
IWC ISHARES TR2.8K shares0.00%2025-09-302025-11-14history
Sponsored
BABA ALIBABA GROUP HLDG LTD2.3K shares0.00%2025-09-302025-11-14history
T AT&T INC14.5K shares0.40%2025-09-302025-11-14history
JAAA JANUS DETROIT STR TR8.1K sharesnew addition2025-09-302025-11-14history
VBK VANGUARD INDEX FDS1.4K shares0.15%2025-09-302025-11-14history
UNP UNION PAC CORP1.7K shares0.00%2025-09-302025-11-14history
XLK SELECT SECTOR SPDR TR1.4K shares0.07%2025-09-302025-11-14history
MRK MERCK & CO INC4.6K shares1.44%2025-09-302025-11-14history
DVY ISHARES TR2.7K shares0.00%2025-09-302025-11-14history
Sponsored
EFAV ISHARES TR4.4K shares0.00%2025-09-302025-11-14history
SE SEA LTD2.1K sharesnew addition2025-09-302025-11-14history
QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-09-302025-11-14history
CWB SPDR SERIES TRUST4.0K shares0.00%2025-09-302025-11-14history
MINT PIMCO ETF TR3.6K shares0.87%2025-09-302025-11-14history
ELV ELEVANCE HEALTH INC FORMERLY1.1K shares0.00%2025-09-302025-11-14history
EFV ISHARES TR5.2K shares0.00%2025-09-302025-11-14history
CSL CARLISLE COS INC1.1K shares0.28%2025-09-302025-11-14history
Sponsored
SBUX STARBUCKS CORP4.2K shares-4.77%2025-09-302025-11-14history
MMM 3M CO2.2K shares-0.05%2025-09-302025-11-14history
JNK SPDR SERIES TRUST3.5K sharesnew addition2025-09-302025-11-14history
ESGV VANGUARD WORLD FD2.8K shares-0.04%2025-09-302025-11-14history
AVEE AMERICAN CENTY ETF TR5.2K shares-7.95%2025-09-302025-11-14history
EPD ENTERPRISE PRODS PARTNERS L10.6K shares0.00%2025-09-302025-11-14history
GSK GSK PLC7.5K sharesnew addition2025-09-302025-11-14history
EMR EMERSON ELEC CO2.5K shares10.25%2025-09-302025-11-14history
Sponsored
OKE ONEOK INC NEW4.3K shares0.49%2025-09-302025-11-14history
TLT ISHARES TR3.5K shares32.59%2025-09-302025-11-14history
LNG CHENIERE ENERGY INC1.3K shares0.00%2025-09-302025-11-14history
YUM YUM BRANDS INC2.0K shares0.00%2025-09-302025-11-14history
VOOG VANGUARD ADMIRAL FDS INC707 shares0.14%2025-09-302025-11-14history
SGOV ISHARES TR3.0K sharesnew addition2025-09-302025-11-14history
ADBE ADOBE INC856 shares0.00%2025-09-302025-11-14history
AFL AFLAC INC2.7K shares0.00%2025-09-302025-11-14history
Sponsored
VPU VANGUARD WORLD FD1.6K shares-22.50%2025-09-302025-11-14history
ETN EATON CORP PLC787 sharesnew addition2025-09-302025-11-14history
SCHZ SCHWAB STRATEGIC TR12.4K shares1.02%2025-09-302025-11-14history
DUK DUKE ENERGY CORP NEW2.4K sharesnew addition2025-09-302025-11-14history
BAC BANK AMERICA CORP5.6K shares0.27%2025-09-302025-11-14history
XYZ BLOCK INC4.0K shares0.00%2025-09-302025-11-14history
HYG ISHARES TR3.4K shares1.44%2025-09-302025-11-14history
VDC VANGUARD WORLD FD1.3K shares0.15%2025-09-302025-11-14history
Sponsored
ACN ACCENTURE PLC IRELAND1.1K sharesnew addition2025-09-302025-11-14history
AMLP ALPS ETF TR5.8K sharesnew addition2025-09-302025-11-14history
IRM IRON MTN INC DEL2.7K sharesnew addition2025-09-302025-11-14history
ADP AUTOMATIC DATA PROCESSING IN929 shares17.00%2025-09-302025-11-14history
MUB ISHARES TR2.5K shares0.48%2025-09-302025-11-14history
PALL ABRDN PALLADIUM ETF TRUST2.4K sharesnew addition2025-09-302025-11-14history
XLU SELECT SECTOR SPDR TR3.1K shares0.00%2025-09-302025-11-14history
FERG FERGUSON ENTERPRISES INC1.2K sharesnew addition2025-09-302025-11-14history
Sponsored
HOOD ROBINHOOD MKTS INC1.8K shares-23.37%2025-09-302025-11-14history
DIS DISNEY WALT CO2.3K shares0.66%2025-09-302025-11-14history
APP APPLOVIN CORP364 sharesnew addition2025-09-302025-11-14history
BKNG BOOKING HOLDINGS INC47 shares0.00%2025-09-302025-11-14history
MO ALTRIA GROUP INC3.8K shares2.20%2025-09-302025-11-14history
DHR DANAHER CORPORATION1.3K shares0.00%2025-09-302025-11-14history
DJP BARCLAYS BANK PLC7.1K shares0.00%2025-09-302025-11-14history
SHY ISHARES TR3.0K shares0.00%2025-09-302025-11-14history
Sponsored
MSTR STRATEGY INC764 shares15.06%2025-09-302025-11-14history
SMH VANECK ETF TRUST754 shares31.36%2025-09-302025-11-14history
TJX TJX COS INC NEW1.7K shares0.00%2025-09-302025-11-14history
TXN TEXAS INSTRS INC1.3K shares2.88%2025-09-302025-11-14history
VBIL VANGUARD INSTL INDEX FD3.2K shares0.97%2025-09-302025-11-14history
PL PLANET LABS PBC18.6K shares0.00%2025-09-302025-11-14history
KMB KIMBERLY-CLARK CORP1.9K shares0.63%2025-09-302025-11-14history
DHS WISDOMTREE TR2.3K shares0.39%2025-09-302025-11-14history
Sponsored
LIN LINDE PLC484 sharesnew addition2025-09-302025-11-14history
EFR EATON VANCE SR FLTNG RTE TR19.9K shares0.00%2025-09-302025-11-14history
BLK BLACKROCK INC194 sharesnew addition2025-09-302025-11-14history
AOS SMITH A O CORP3.1K shares0.46%2025-09-302025-11-14history
LMT LOCKHEED MARTIN CORP449 shares-57.60%2025-09-302025-11-14history
KMI KINDER MORGAN INC DEL7.9K sharesnew addition2025-09-302025-11-14history
SCHW SCHWAB CHARLES CORP2.3K shares0.09%2025-09-302025-11-14history
VSDM VANGUARD MUN BD FDS2.9K sharesnew addition2025-09-302025-11-14history
Sponsored
PGR PROGRESSIVE CORP885 shares0.00%2025-09-302025-11-14history
NTSX WISDOMTREE TR4.0K shares0.00%2025-09-302025-11-14history
TWLO TWILIO INC2.2K shares-2.03%2025-09-302025-11-14history
IVW ISHARES TR1.8K shares0.00%2025-09-302025-11-14history
AMGN AMGEN INC766 shares0.00%2025-09-302025-11-14history
CRWD CROWDSTRIKE HLDGS INC434 sharesnew addition2025-09-302025-11-14history
GD GENERAL DYNAMICS CORP618 sharesnew addition2025-09-302025-11-14history
VO VANGUARD INDEX FDS716 shares36.90%2025-09-302025-11-14history
Sponsored
ICF ISHARES TR3.4K shares0.00%2025-09-302025-11-14history
IRT INDEPENDENCE RLTY TR INC12.6K shares0.00%2025-09-302025-11-14history
KRE SPDR SERIES TRUST3.2K shares0.63%2025-09-302025-11-14history
APO APOLLO GLOBAL MGMT INC1.5K shares0.00%2025-09-302025-11-14history
AIG AMERICAN INTL GROUP INC2.6K shares0.00%2025-09-302025-11-14history
LQD ISHARES TR1.8K shares0.22%2025-09-302025-11-14history
EBND SPDR SERIES TRUST9.3K sharesnew addition2025-09-302025-11-14history
AVIG AMERICAN CENTY ETF TR4.6K shares0.00%2025-09-302025-11-14history
Sponsored
DFSI DIMENSIONAL ETF TRUST4.5K shares0.36%2025-09-302025-11-14history
VMBS VANGUARD SCOTTSDALE FDS3.7K shares0.73%2025-09-302025-11-14history
CMF ISHARES TR3.0K shares0.76%2025-09-302025-11-14history
AGG ISHARES TR1.7K shares0.85%2025-09-302025-11-14history
IEF ISHARES TR1.7K shares16.35%2025-09-302025-11-14history
SOXX ISHARES TR600 shares0.00%2025-09-302025-11-14history
IEUR ISHARES TR2.4K shares0.00%2025-09-302025-11-14history
AVES AMERICAN CENTY ETF TR2.7K shares-37.87%2025-09-302025-11-14history
Sponsored
DOL WISDOMTREE TR2.4K shares0.42%2025-09-302025-11-14history
VSGX VANGUARD WORLD FD2.1K shares-0.19%2025-09-302025-11-14history
SCHK SCHWAB STRATEGIC TR4.4K shares0.00%2025-09-302025-11-14history
GBDC GOLUB CAP BDC INC10.0K shares0.00%2025-09-302025-11-14history
DGRO ISHARES TR2.0K shares-22.71%2025-09-302025-11-14history
HLN HALEON PLC14.9K shares0.00%2025-09-302025-11-14history
IEMG ISHARES INC2.0K shares0.00%2025-09-302025-11-14history
IYY ISHARES TR800 shares0.00%2025-09-302025-11-14history
Sponsored
NEXTCURE INC NEXTCURE INC21.8K shares-91.67%2025-09-302025-11-14history
IAT ISHARES TR2.4K shares0.75%2025-09-302025-11-14history
NTSI WISDOMTREE TR2.9K shares0.00%2025-09-302025-11-14history
HYS PIMCO ETF TR1.2K shares0.00%2025-09-302025-11-14history
IJK ISHARES TR1.2K shares0.00%2025-09-302025-11-14history
MCHI ISHARES TR1.7K shares0.00%2025-09-302025-11-14history
DXIV DIMENSIONAL ETF TRUST1.7K sharesnew addition2025-09-302025-11-14history
SCHE SCHWAB STRATEGIC TR3.2K shares0.00%2025-09-302025-11-14history
Sponsored
VAW VANGUARD WORLD FD511 shares0.00%2025-09-302025-11-14history
XBI SPDR SERIES TRUST1.0K shares0.00%2025-09-302025-11-14history
DFSB DIMENSIONAL ETF TRUST1.8K shares0.00%2025-09-302025-11-14history
IPAC ISHARES TR1.3K shares0.00%2025-09-302025-11-14history
IWS ISHARES TR674 shares0.30%2025-09-302025-11-14history
VDE VANGUARD WORLD FD743 shares0.00%2025-09-302025-11-14history
NIO NIO INC11.8K sharesnew addition2025-09-302025-11-14history
IEI ISHARES TR712 shares0.00%2025-09-302025-11-14history
Sponsored
EWX SPDR INDEX SHS FDS1.2K shares0.00%2025-09-302025-11-14history
PKW INVESCO EXCHANGE TRADED FD T600 sharesnew addition2025-09-302025-11-14history
RZV INVESCO EXCHANGE TRADED FD T650 sharesnew addition2025-09-302025-11-14history
IJT ISHARES TR540 shares0.00%2025-09-302025-11-14history
RWO SPDR INDEX SHS FDS1.6K shares0.00%2025-09-302025-11-14history
VFH VANGUARD WORLD FD546 shares0.37%2025-09-302025-11-14history
NTSE WISDOMTREE TR1.9K shares0.00%2025-09-302025-11-14history
XLV SELECT SECTOR SPDR TR480 shares0.00%2025-09-302025-11-14history
Sponsored
OXY.WS OCCIDENTAL PETE CORP2.6K shares0.00%2025-09-302025-11-14history
DFSE DIMENSIONAL ETF TRUST1.4K shares0.80%2025-09-302025-11-14history
SCHX SCHWAB STRATEGIC TR2.1K shares0.28%2025-09-302025-11-14history
DFSU DIMENSIONAL ETF TRUST1.3K shares0.23%2025-09-302025-11-14history
SDY SPDR SERIES TRUST383 shares0.00%2025-09-302025-11-14history
FNDF SCHWAB STRATEGIC TR1.2K shares0.00%2025-09-302025-11-14history
SCHC SCHWAB STRATEGIC TR1.1K shares0.00%2025-09-302025-11-14history
VIS VANGUARD WORLD FD166 shares44.35%2025-09-302025-11-14history
Sponsored
SLYV SPDR SERIES TRUST540 shares0.00%2025-09-302025-11-14history
VWOB VANGUARD WHITEHALL FDS625 shares0.00%2025-09-302025-11-14history
VXF VANGUARD INDEX FDS192 shares0.00%2025-09-302025-11-14history
SCHQ SCHWAB STRATEGIC TR1.1K shares0.00%2025-09-302025-11-14history
IWR ISHARES TR380 shares0.00%2025-09-302025-11-14history
JMBS JANUS DETROIT STR TR769 sharesnew addition2025-09-302025-11-14history
HYMB SPDR SERIES TRUST1.2K shares0.00%2025-09-302025-11-14history
IGIB ISHARES TR570 shares0.00%2025-09-302025-11-14history
Sponsored
INVZ INNOVIZ TECHNOLOGIES LTD15.0K shares0.00%2025-09-302025-11-14history
PEY INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2025-09-302025-11-14history
JPST J P MORGAN EXCHANGE TRADED F498 sharesnew addition2025-09-302025-11-14history
SCHA SCHWAB STRATEGIC TR800 shares-70.80%2025-09-302025-11-14history
IWV ISHARES TR55 shares0.00%2025-09-302025-11-14history
IBB ISHARES TR137 shares-15.43%2025-09-302025-11-14history
INDA ISHARES TR370 shares-56.21%2025-09-302025-11-14history
SPIP SPDR SERIES TRUST700 shares0.00%2025-09-302025-11-14history
Sponsored
SPYV SPDR SERIES TRUST328 shares0.00%2025-09-302025-11-14history
DFJ WISDOMTREE TR170 shares0.00%2025-09-302025-11-14history
RSPF INVESCO EXCHANGE TRADED FD T200 shares0.00%2025-09-302025-11-14history
SHV ISHARES TR134 shares0.00%2025-09-302025-11-14history
PHO INVESCO EXCHANGE TRADED FD T200 shares0.00%2025-09-302025-11-14history
FXI ISHARES TR349 shares0.00%2025-09-302025-11-14history
VIOV VANGUARD ADMIRAL FDS INC140 shares0.72%2025-09-302025-11-14history
USRT ISHARES TR204 shares0.00%2025-09-302025-11-14history
Sponsored
GNR SPDR INDEX SHS FDS200 shares0.00%2025-09-302025-11-14history
DXUV DIMENSIONAL ETF TRUST177 shares-97.89%2025-09-302025-11-14history
BWZ SPDR SERIES TRUST325 shares0.00%2025-09-302025-11-14history
IGM ISHARES TR67 shares0.00%2025-09-302025-11-14history
IYR ISHARES TR85 shares0.00%2025-09-302025-11-14history
VTWO VANGUARD SCOTTSDALE FDS71 shares42.00%2025-09-302025-11-14history
IEFA ISHARES TR68 shares0.00%2025-09-302025-11-14history
SCHP SCHWAB STRATEGIC TR216 shares0.00%2025-09-302025-11-14history
Sponsored
BBH VANECK ETF TRUST35 shares0.00%2025-09-302025-11-14history
MBB ISHARES TR41 shares0.00%2025-09-302025-11-14history
BBJP J P MORGAN EXCHANGE TRADED F56 sharesnew addition2025-09-302025-11-14history
DFCF DIMENSIONAL ETF TRUST78 shares-95.15%2025-09-302025-11-14history
BBCA J P MORGAN EXCHANGE TRADED F34 sharesnew addition2025-09-302025-11-14history
GLOBAL X FDS GLOBAL X FDS80 shares-66.67%2025-09-302025-11-14history
EWJ ISHARES INC30 sharesnew addition2025-09-302025-11-14history
BBAX J P MORGAN EXCHANGE TRADED F36 sharesnew addition2025-09-302025-11-14history
Sponsored
GWX SPDR INDEX SHS FDS39 shares0.00%2025-09-302025-11-14history
GOVT ISHARES TR55 shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
META Put PutMETA PLATFORMS INC2.0K shares0.00%2025-09-302025-11-14history
CRM Put PutSALESFORCE INC6.1K shares0.00%2025-09-302025-11-14history
ALLY Put PutALLY FINL INC10.0K sharesnew addition2025-09-302025-11-14history