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The Analysis of CFS Investment Advisory Services, LLC's Holdings & P&L

Currently, CFS Investment Advisory Services, LLC holds 357 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VUG (+544.8K shares, valued at $46.6M), N/A (+380.0K shares, valued at $33.3M), N/A (+515.8K shares, valued at $14.5M); decreased their positions in QUAL (-60.2K shares, valued at $13.2M), EFV (-138.9K shares, valued at $10.8M), SPTL (-264.2K shares, valued at $6.9M); initiated new positions in N/A (+515.8K shares, valued at $14.5M), IEF (+37.6K shares, valued at $3.5M), VTEI (+8.4K shares, valued at $845.2K).

1M P&L

+5.5M+0.44%

3M P&L

+40.0M+3.28%

HY P&L

-184.0M-12.75%

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/A1.0B

83.3%

2Drug Manufacturers - General23.3M

1.9%

3Consumer Electronics20.3M

1.6%

Top Industries by Stock Count

1N/A183 stocks

56.1%

2Utilities - Regulated Electric11 stocks

3.4%

3Semiconductors9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST1.5M shares34.23%2026-06-302026-07-16

PTLC PACER FDS TR2.0M shares-0.16%2026-06-302026-07-16

VUG VANGUARD INDEX FDS652.2K shares507.04%2026-06-302026-07-16

IWD ISHARES TR166.1K shares-6.72%2026-06-302026-07-16

DYNF BLACKROCK ETF TRUST533.2K shares-9.60%2026-06-302026-07-16

ISHARES TR ISHARES TR42.1K shares-0.84%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS414.3K shares25.33%2026-06-302026-07-16

DFAC DIMENSIONAL ETF TRUST646.2K shares-0.20%2026-06-302026-07-16

Sponsored

IJH ISHARES TR362.2K shares18.17%2026-06-302026-07-16

CORO BLACKROCK ETF TRUST644.3K shares2.01%2026-06-302026-07-16

DFCF DIMENSIONAL ETF TRUST544.5K shares3.02%2026-06-302026-07-16

IVW ISHARES TR163.2K shares-2.63%2026-06-302026-07-16

IUSB ISHARES TR480.5K shares29.83%2026-06-302026-07-16

SGOV ISHARES TR216.0K shares0.46%2026-06-302026-07-16

AAPL APPLE INC65.9K shares-0.55%2026-06-302026-07-16

DFIV DIMENSIONAL ETF TRUST360.8K shares-1.78%2026-06-302026-07-16

Sponsored

GOVT ISHARES TR819.7K shares2.49%2026-06-302026-07-16

MBB ISHARES TR185.2K shares-0.54%2026-06-302026-07-16

DFAE DIMENSIONAL ETF TRUST432.5K shares-0.48%2026-06-302026-07-16

BAI BLACKROCK ETF TRUST353.8K shares-25.53%2026-06-302026-07-16

BRTR BLACKROCK ETF TRUST II325.2K shares11.48%2026-06-302026-07-16

VGIT VANGUARD SCOTTSDALE FDS257.2K shares34.61%2026-06-302026-07-16

BLACKROCK ETF TRUST BLACKROCK ETF TRUST515.8K sharesnew addition2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F231.9K shares26.55%2026-06-302026-07-16

Sponsored

BND VANGUARD BD INDEX FDS186.9K shares40.66%2026-06-302026-07-16

ACWX ISHARES TR181.2K shares19.76%2026-06-302026-07-16

SPTL SPDR SERIES TRUST521.2K shares-33.64%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II89.3K shares-31.41%2026-06-302026-07-16

IEI ISHARES TR110.5K shares-4.56%2026-06-302026-07-16

SCHZ SCHWAB STRATEGIC TR539.0K shares-10.12%2026-06-302026-07-16

CGDV CAPITAL GROUP DIVIDEND VALUE240.5K shares-2.85%2026-06-302026-07-16

DFUS DIMENSIONAL ETF TRUST143.9K shares2.41%2026-06-302026-07-16

Sponsored

DFAI DIMENSIONAL ETF TRUST280.2K shares2.39%2026-06-302026-07-16

SHLD GLOBAL X FDS174.5K shares-2.90%2026-06-302026-07-16

NOBL PROSHARES TR189.7K shares100.84%2026-06-302026-07-16

THRO BLACKROCK ETF TRUST240.3K shares-38.55%2026-06-302026-07-16

NVDA NVIDIA CORPORATION50.6K shares2.31%2026-06-302026-07-16

BROADCOM INC BROADCOM INC27.3K shares1.31%2026-06-302026-07-16

BNDX VANGUARD CHARLOTTE FDS198.3K shares-2.99%2026-06-302026-07-16

XT ISHARES TR109.2K shares-0.90%2026-06-302026-07-16

Sponsored

IEMG ISHARES INC109.9K shares-18.56%2026-06-302026-07-16

ISHARES TR ISHARES TR87.3K shares-5.99%2026-06-302026-07-16

ESGU ISHARES TR48.7K shares0.17%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON29.1K shares-0.43%2026-06-302026-07-16

DFSD DIMENSIONAL ETF TRUST158.9K shares2.46%2026-06-302026-07-16

IYW ISHARES TR30.9K shares-6.69%2026-06-302026-07-16

NANR SPDR INDEX SHS FDS94.7K shares-0.53%2026-06-302026-07-16

IJR ISHARES TR47.9K shares-1.88%2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR67.3K shares0.44%2026-06-302026-07-16

ABBVIE INC ABBVIE INC24.2K shares-1.47%2026-06-302026-07-16

DVYE ISHARES INC194.6K shares-25.59%2026-06-302026-07-16

OEF ISHARES TR16.9K shares1.70%2026-06-302026-07-16

BIDD BLACKROCK ETF TRUST207.5K shares-18.96%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.4K shares-0.05%2026-06-302026-07-16

EFG ISHARES TR49.7K shares-6.49%2026-06-302026-07-16

FDL FIRST TR EXCHANGE-TRADED FD123.2K shares-2.61%2026-06-302026-07-16

Sponsored

QUAL ISHARES TR28.1K shares-68.22%2026-06-302026-07-16

LLY ELI LILLY & CO4.8K shares2.05%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP42.2K shares-0.23%2026-06-302026-07-16

MSFT MICROSOFT CORP14.7K shares5.37%2026-06-302026-07-16

WMT WALMART INC50.6K shares0.60%2026-06-302026-07-16

ITOT ISHARES TR34.4K shares-0.58%2026-06-302026-07-16

SPSM SPDR SERIES TRUST98.0K shares61.86%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR58.4K shares-43.49%2026-06-302026-07-16

Sponsored

EFA ISHARES TR51.1K shares-1.80%2026-06-302026-07-16

IVE ISHARES TR22.8K shares-34.33%2026-06-302026-07-16

GWW WW GRAINGER INC3.6K shares-1.28%2026-06-302026-07-16

IJJ ISHARES TR32.5K shares-1.40%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS12.3K shares0.09%2026-06-302026-07-16

STIP ISHARES TR42.6K shares42.63%2026-06-302026-07-16

PG PROCTER & GAMBLE CO28.2K shares-1.44%2026-06-302026-07-16

WORLD GOLD TR WORLD GOLD TR51.4K shares-9.00%2026-06-302026-07-16

Sponsored

IJK ISHARES TR36.4K shares-1.71%2026-06-302026-07-16

IWO ISHARES TR10.2K shares-1.03%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares-6.07%2026-06-302026-07-16

KO COCA COLA CO46.8K shares-0.82%2026-06-302026-07-16

VOO VANGUARD INDEX FDS5.7K shares19.99%2026-06-302026-07-16

GOOGL ALPHABET INC10.5K shares3.29%2026-06-302026-07-16

ICSH ISHARES TR74.4K shares22.19%2026-06-302026-07-16

CTAS CINTAS CORP20.3K shares-2.47%2026-06-302026-07-16

Sponsored

AMZN AMAZON COM INC14.8K shares-6.81%2026-06-302026-07-16

LIN LINDE PLC6.6K shares-1.87%2026-06-302026-07-16

IEF ISHARES TR37.6K sharesnew addition2026-06-302026-07-16

AFL AFLAC INC28.8K shares-1.58%2026-06-302026-07-16

AMGN AMGEN INC9.3K shares-1.30%2026-06-302026-07-16

MRK MERCK & CO INC26.5K shares-0.05%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED9.4K shares-1.80%2026-06-302026-07-16

BINC BLACKROCK ETF TRUST II64.8K shares-58.26%2026-06-302026-07-16

Sponsored

MUB ISHARES TR31.3K shares-1.93%2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II11.4K shares-1.38%2026-06-302026-07-16

DFAT DIMENSIONAL ETF TRUST47.7K shares-4.21%2026-06-302026-07-16

DFEM DIMENSIONAL ETF TRUST82.7K shares-2.61%2026-06-302026-07-16

NUE NUCOR CORP14.6K shares-2.48%2026-06-302026-07-16

EFV ISHARES TR39.8K shares-77.72%2026-06-302026-07-16

AVMC AMERICAN CENTY ETF TR38.8K shares2.84%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC34.5K shares-0.47%2026-06-302026-07-16

Sponsored

CAH CARDINAL HEALTH INC12.7K shares-3.10%2026-06-302026-07-16

C CITIGROUP INC20.7K shares0.32%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS9.9K shares-3.30%2026-06-302026-07-16

SMMU PIMCO ETF TR56.8K shares-0.34%2026-06-302026-07-16

VT VANGUARD INTL EQUITY INDEX F17.2K shares2.48%2026-06-302026-07-16

DFIC DIMENSIONAL ETF TRUST71.3K shares-6.49%2026-06-302026-07-16

MRSK NORTHERN LIGHTS FD TR69.0K shares-17.65%2026-06-302026-07-16

CAT CATERPILLAR INC2.7K shares0.15%2026-06-302026-07-16

Sponsored

APPLIED MATLS INC APPLIED MATLS INC4.4K shares0.37%2026-06-302026-07-16

DOV DOVER CORP12.2K shares-0.78%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP7.0K shares-0.71%2026-06-302026-07-16

XAR SPDR SERIES TRUST8.9K shares260.29%2026-06-302026-07-16

QQQ INVESCO QQQ TR3.5K shares0.00%2026-06-302026-07-16

SPIP SPDR SERIES TRUST98.7K shares59.81%2026-06-302026-07-16

LOW LOWES COS INC10.9K shares-3.55%2026-06-302026-07-16

TIP ISHARES TR22.7K shares5.64%2026-06-302026-07-16

Sponsored

S&P GLOBAL INC S&P GLOBAL INC5.6K shares-1.36%2026-06-302026-07-16

SHW SHERWIN WILLIAMS CO6.9K shares-3.70%2026-06-302026-07-16

MTUM ISHARES TR7.7K shares-1.25%2026-06-302026-07-16

EMR EMERSON ELEC CO17.4K shares-2.69%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS10.0K shares2.62%2026-06-302026-07-16

DFIP DIMENSIONAL ETF TRUST57.7K shares2.04%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.1K shares6.69%2026-06-302026-07-16

MCD MCDONALDS CORP8.3K shares-4.09%2026-06-302026-07-16

Sponsored

CINF CINCINNATI FINL CORP12.1K shares-2.25%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN9.5K shares2.35%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC20.1K shares-0.79%2026-06-302026-07-16

CGGR CAPITAL GROUP GROWTH ETF48.6K shares0.60%2026-06-302026-07-16

BAC BANK OF AMER CORP38.4K shares2.09%2026-06-302026-07-16

SYSB ISHARES TR25.2K shares-31.22%2026-06-302026-07-16

JMOM J P MORGAN EXCHANGE TRADED F26.8K shares-10.51%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.2K shares34.79%2026-06-302026-07-16

Sponsored

QDF FLEXSHARES TR24.1K shares-67.20%2026-06-302026-07-16

VTIP VANGUARD MALVERN FDS42.9K shares38.09%2026-06-302026-07-16

DFUV DIMENSIONAL ETF TRUST38.7K shares-5.66%2026-06-302026-07-16

PEP PEPSICO INC14.7K shares-5.02%2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC7.5K shares-2.10%2026-06-302026-07-16

SUSL ISHARES TR15.5K shares-1.52%2026-06-302026-07-16

TFI SPDR SERIES TRUST42.6K shares-1.87%2026-06-302026-07-16

GNMA ISHARES TR44.2K shares53.24%2026-06-302026-07-16

Sponsored

DFAS DIMENSIONAL ETF TRUST23.8K shares4.32%2026-06-302026-07-16

RPG INVESCO EXCHANGE TRADED FD T32.3K shares-1.56%2026-06-302026-07-16

VV VANGUARD INDEX FDS5.5K shares-4.07%2026-06-302026-07-16

HIMU BLACKROCK ETF TRUST II37.8K shares78.47%2026-06-302026-07-16

TSLA TESLA INC4.7K shares2.10%2026-06-302026-07-16

VO VANGUARD INDEX FDS23.0K shares300.00%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC10.1K shares-11.48%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION8.7K shares-0.84%2026-06-302026-07-16

Sponsored

IWX ISHARES TR15.7K shares-6.51%2026-06-302026-07-16

VISA INC VISA INC4.6K shares7.09%2026-06-302026-07-16

MS MORGAN STANLEY7.8K shares0.81%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC1.6K shares4.11%2026-06-302026-07-16

VTV VANGUARD INDEX FDS7.5K shares1.67%2026-06-302026-07-16

PNR PENTAIR PLC21.1K shares-5.02%2026-06-302026-07-16

SPMD SPDR SERIES TRUST24.2K shares-2.59%2026-06-302026-07-16

APD AIR PRODUCTS AND CHEMICALS I5.1K shares-2.73%2026-06-302026-07-16

Sponsored

SPEM SPDR INDEX SHS FDS31.3K shares-27.09%2026-06-302026-07-16

TLT ISHARES TR18.7K shares0.39%2026-06-302026-07-16

ABT ABBOTT LABORATORIES16.7K shares-6.93%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC2.7K shares-18.63%2026-06-302026-07-16

GOOG ALPHABET INC4.3K shares3.02%2026-06-302026-07-16

GILD GILEAD SCIENCES INC11.7K shares-4.47%2026-06-302026-07-16

GSLC GOLDMAN SACHS ETF TR10.6K shares-1.63%2026-06-302026-07-16

SYY SYSCO CORP17.4K shares-4.11%2026-06-302026-07-16

Sponsored

IWB ISHARES TR3.5K shares-14.66%2026-06-302026-07-16

DFAU DIMENSIONAL ETF TRUST26.9K shares-0.05%2026-06-302026-07-16

XTEN BONDBLOXX ETF TRUST30.4K shares-59.12%2026-06-302026-07-16

USMV ISHARES TR14.0K shares-1.41%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW10.6K shares0.07%2026-06-302026-07-16

ADM ARCHER DANIELS MIDLAND CO17.7K shares-3.41%2026-06-302026-07-16

ECL ECOLAB INC4.7K shares-3.13%2026-06-302026-07-16

LRCX LAM RESEARCH CORP3.7K shares0.30%2026-06-302026-07-16

Sponsored

ADI ANALOG DEVICES INC3.5K shares0.14%2026-06-302026-07-16

ORACLE CORP ORACLE CORP9.3K shares9.62%2026-06-302026-07-16

THY NORTHERN LIGHTS FD TR59.4K shares1.96%2026-06-302026-07-16

EMXC ISHARES INC13.4K shares-13.21%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO13.1K shares0.68%2026-06-302026-07-16

IWF ISHARES TR10.5K shares300.04%2026-06-302026-07-16

EDGF ADVISORS INNER CIRCLE FD II51.5K shares1.42%2026-06-302026-07-16

BLCR BLACKROCK ETF TRUST25.3K shares-20.74%2026-06-302026-07-16

Sponsored

CVX CHEVRON CORPORATION7.3K shares4.83%2026-06-302026-07-16

TDV PROSHARES TR11.9K shares-0.11%2026-06-302026-07-16

HD HOME DEPOT INC3.3K shares-1.66%2026-06-302026-07-16

MUNI PIMCO ETF TR22.1K shares32.22%2026-06-302026-07-16

BUYW NORTHERN LTS FD TR IV79.8K shares0.37%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC8.3K shares1.27%2026-06-302026-07-16

USB US BANCORP18.4K shares0.25%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR40.9K shares0.00%2026-06-302026-07-16

Sponsored

CL COLGATE PALMOLIVE CO11.8K shares-1.78%2026-06-302026-07-16

SCHD SCHWAB STRATEGIC TR34.3K shares2.58%2026-06-302026-07-16

BIV VANGUARD BD INDEX FDS14.5K shares29.34%2026-06-302026-07-16

PEG PUBLIC SVC ENTERPRISE GROUP13.6K shares2.66%2026-06-302026-07-16

QCOM QUALCOMM INC5.9K shares-0.02%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares-5.17%2026-06-302026-07-16

PFM INVESCO EXCHANGE TRADED FD T18.3K shares-1.32%2026-06-302026-07-16

DFAX DIMENSIONAL ETF TRUST27.7K shares-0.95%2026-06-302026-07-16

Sponsored

PNC PNC FINL SVCS GROUP INC4.1K shares-0.59%2026-06-302026-07-16

SFLR INNOVATOR ETFS TRUST25.8K shares5.60%2026-06-302026-07-16

GPC GENUINE PARTS CO7.3K shares-17.87%2026-06-302026-07-16

SYLD CAMBRIA ETF TR12.0K shares25.00%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC971 shares-0.21%2026-06-302026-07-16

EFAV ISHARES TR10.6K shares0.00%2026-06-302026-07-16

HDV ISHARES TR33.5K shares383.92%2026-06-302026-07-16

LMUB ISHARES TR18.2K shares6.84%2026-06-302026-07-16

Sponsored

CME CME GROUP INC3.9K shares-12.86%2026-06-302026-07-16

PSX PHILLIPS 665.2K shares0.52%2026-06-302026-07-16

ROP ROPER TECHNOLOGIES INC2.5K shares-7.05%2026-06-302026-07-16

IGM ISHARES TR5.8K shares-4.29%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.0K shares-19.20%2026-06-302026-07-16

TAXX BONDBLOXX ETF TRUST17.8K shares0.09%2026-06-302026-07-16

VXUS VANGUARD STAR FDS10.2K shares-0.09%2026-06-302026-07-16

MEDTRONIC PLC MEDTRONIC PLC10.3K shares-15.07%2026-06-302026-07-16

Sponsored

VTEI VANGUARD MUN BD FDS8.4K sharesnew addition2026-06-302026-07-16

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II16.5K sharesnew addition2026-06-302026-07-16

EEM ISHARES TR12.6K shares-0.13%2026-06-302026-07-16

T AT&T INC39.4K shares37.34%2026-06-302026-07-16

IXUS ISHARES TR8.6K shares-2.73%2026-06-302026-07-16

COP CONOCOPHILLIPS7.7K shares-12.65%2026-06-302026-07-16

TGT TARGET CORP6.1K shares-2.60%2026-06-302026-07-16

BIL SPDR SERIES TRUST8.7K shares-27.02%2026-06-302026-07-16

Sponsored

COWZ PACER FDS TR12.0K shares9.33%2026-06-302026-07-16

IXN ISHARES TR5.6K shares0.00%2026-06-302026-07-16

VGT VANGUARD WORLD FD6.4K shares700.00%2026-06-302026-07-16

SJNK SPDR SERIES TRUST29.2K shares-1.47%2026-06-302026-07-16

VB VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-07-16

TXN TEXAS INSTRS INC2.4K shares-0.66%2026-06-302026-07-16

REGL PROSHARES TR7.6K shares-0.01%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares0.25%2026-06-302026-07-16

Sponsored

BNDW VANGUARD SCOTTSDALE FDS10.2K shares54.99%2026-06-302026-07-16

INTC INTEL CORP5.7K shares3.28%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC1.3K shares4.88%2026-06-302026-07-16

MDLZ MONDELEZ INTL INC11.0K shares6.57%2026-06-302026-07-16

MTB M & T BK CORP2.8K shares-0.29%2026-06-302026-07-16

FITB FIFTH THIRD BANCORP11.3K shares-0.45%2026-06-302026-07-16

VSDM VANGUARD MUN BD FDS8.5K shares171.42%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-06-302026-07-16

Sponsored

IBMP ISHARES TR24.1K shares-14.60%2026-06-302026-07-16

KLAC KLA CORP2.6K shares908.95%2026-06-302026-07-16

VLUE ISHARES TR3.1K shares4.86%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP1.1K shares-4.78%2026-06-302026-07-16

IGRO ISHARES TR6.6K shares-59.31%2026-06-302026-07-16

IBMR ISHARES TR23.1K shares-15.07%2026-06-302026-07-16

TROW PRICE T ROWE GROUP INC4.9K shares-2.89%2026-06-302026-07-16

IBMQ ISHARES TR23.0K shares-15.14%2026-06-302026-07-16

Sponsored

IBMO ISHARES TR22.9K shares-17.94%2026-06-302026-07-16

IBMS ISHARES TR22.1K shares-13.18%2026-06-302026-07-16

ETR ENTERGY CORP NEW4.9K shares0.61%2026-06-302026-07-16

LCTU BLACKROCK ETF TRUST7.0K shares-2.06%2026-06-302026-07-16

BA BOEING CO2.5K shares-0.04%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.0K shares-7.45%2026-06-302026-07-16

BMY BRISTOL-MYERS SQUIBB CO9.4K shares-0.93%2026-06-302026-07-16

GE GE AEROSPACE1.4K shares7.61%2026-06-302026-07-16

Sponsored

IQLT ISHARES TR10.3K shares0.00%2026-06-302026-07-16

DFLV DIMENSIONAL ETF TRUST12.8K shares0.00%2026-06-302026-07-16

BK BANK OF NY MELLON CORP3.4K shares-0.38%2026-06-302026-07-16

FNDX SCHWAB STRATEGIC TR15.8K shares-28.80%2026-06-302026-07-16

ITM VANECK ETF TRUST10.5K shares11.33%2026-06-302026-07-16

BOXX EA SERIES TRUST4.2K shares0.00%2026-06-302026-07-16

GVI ISHARES TR4.6K sharesnew addition2026-06-302026-07-16

FAST FASTENAL CO10.0K shares0.27%2026-06-302026-07-16

Sponsored

CVS CVS HEALTH CORP4.6K shares0.41%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.6.2K shares-29.50%2026-06-302026-07-16

DE DEERE & CO765 shares70.76%2026-06-302026-07-16

QUS SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-16

AOS SMITH A O CORP7.4K shares-10.38%2026-06-302026-07-16

CI THE CIGNA GROUP1.6K shares19.66%2026-06-302026-07-16

VYM VANGUARD WHITEHALL FDS2.9K shares0.00%2026-06-302026-07-16

EXPD EXPEDITORS INTL WASH INC2.7K shares-2.19%2026-06-302026-07-16

Sponsored

SPAB SPDR SERIES TRUST17.6K shares-46.25%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC4.0K shares1.24%2026-06-302026-07-16

XEL XCEL ENERGY INC5.4K shares1.32%2026-06-302026-07-16

WFC WELLS FARGO & CO5.1K shares57.11%2026-06-302026-07-16

SHEL SHELL PLC5.5K shares0.00%2026-06-302026-07-16

STLD STEEL DYNAMICS INC1.9K shares-0.36%2026-06-302026-07-16

MKC MCCORMICK & CO INC7.9K shares-22.38%2026-06-302026-07-16

SMDV PROSHARES TR5.5K shares-3.22%2026-06-302026-07-16

Sponsored

ETN EATON CORP PLC1.1K shares2.04%2026-06-302026-07-16

YUM YUM BRANDS INC2.5K shares0.71%2026-06-302026-07-16

CMCSA COMCAST CORP NEW17.6K shares-19.25%2026-06-302026-07-16

BDX BECTON DICKINSON & CO2.6K shares-3.23%2026-06-302026-07-16

ED CONSOLIDATED EDISON INC3.6K shares-4.51%2026-06-302026-07-16

GEV GE VERNOVA INC369 shares9.82%2026-06-302026-07-16

PH PARKER-HANNIFIN CORP416 shares0.48%2026-06-302026-07-16

PFE PFIZER INC16.4K shares-22.58%2026-06-302026-07-16

Sponsored

NVS NOVARTIS AG2.5K shares0.53%2026-06-302026-07-16

PFS PROVIDENT FINL SVCS INC16.7K shares0.00%2026-06-302026-07-16

IAU ISHARES GOLD TR5.0K shares8.35%2026-06-302026-07-16

IBTG ISHARES TR17.0K shares-0.82%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR2.1K sharesnew addition2026-06-302026-07-16

TSCO TRACTOR SUPPLY CO12.2K sharesnew addition2026-06-302026-07-16

IBTH ISHARES TR17.1K shares-0.63%2026-06-302026-07-16

CHRW C H ROBINSON WORLDWIDE IN2.0K shares-0.10%2026-06-302026-07-16

Sponsored

ESGV VANGUARD WORLD FD2.9K shares0.00%2026-06-302026-07-16

UNP UNION PAC CORP1.3K shares0.45%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC8.8K shares8.87%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL440 shares1.62%2026-06-302026-07-16

DIS DISNEY WALT CO3.6K shares11.66%2026-06-302026-07-16

XONE BONDBLOXX ETF TRUST7.3K shares-47.24%2026-06-302026-07-16

O REALTY INCOME CORP5.6K shares-4.15%2026-06-302026-07-16

XLG INVESCO EXCHANGE TRADED FD T5.8K shares-77.37%2026-06-302026-07-16

Sponsored

AXP AMERICAN EXPRESS CO1.0K shares1.41%2026-06-302026-07-16

NFG NATIONAL FUEL GAS CO4.4K shares-0.02%2026-06-302026-07-16

ICVT ISHARES TR3.0K shares-77.20%2026-06-302026-07-16

PDN INVESCO EXCH TRADED FD TR II7.7K shares0.00%2026-06-302026-07-16

SYK STRYKER CORPORATION1.1K shares-8.77%2026-06-302026-07-16

PPG PPG INDS INC2.7K shares-5.81%2026-06-302026-07-16

STT STATE STR CORP2.0K shares-0.15%2026-06-302026-07-16

EIX EDISON INTL4.5K shares0.00%2026-06-302026-07-16

Sponsored

VLO VALERO ENERGY CORP1.2K shares0.90%2026-06-302026-07-16

OVV OVINTIV INC6.2K shares1.36%2026-06-302026-07-16

WEC WEC ENERGY GROUP INC2.7K shares0.45%2026-06-302026-07-16

IJT ISHARES TR1.8K shares0.00%2026-06-302026-07-16

EOG EOG RES INC2.4K shares-3.12%2026-06-302026-07-16

IBTI ISHARES TR14.3K shares0.00%2026-06-302026-07-16

IVLU ISHARES TR7.4K shares-35.99%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR1.7K sharesnew addition2026-06-302026-07-16

Sponsored

XHLF BONDBLOXX ETF TRUST6.2K shares-24.35%2026-06-302026-07-16

TPL TEXAS PACIFIC LAND CORPORATI757 shares1.88%2026-06-302026-07-16

XLE SELECT SECTOR SPDR TR5.8K sharesnew addition2026-06-302026-07-16

FANG DIAMONDBACK ENERGY INC1.8K shares1.77%2026-06-302026-07-16

GWX SPDR INDEX SHS FDS7.0K sharesnew addition2026-06-302026-07-16

UGI UGI CORP NEW8.6K shares-1.14%2026-06-302026-07-16

GLW CORNING INC1.5K shares0.87%2026-06-302026-07-16

ILCV ISHARES TR2.8K shares0.00%2026-06-302026-07-16

Sponsored

BLK BLACKROCK INC284 shares-7.79%2026-06-302026-07-16

EVRG EVERGY INC3.2K shares1.88%2026-06-302026-07-16

IWL ISHARES TR1.5K shares-11.79%2026-06-302026-07-16

NWN NORTHWEST NAT HLDG CO5.6K shares0.00%2026-06-302026-07-16

PNFP PINNACLE FINL PARTNERS INC2.7K shares-0.65%2026-06-302026-07-16

ITA ISHARES TR1.1K shares-3.52%2026-06-302026-07-16

IMCG ISHARES TR2.8K shares-16.63%2026-06-302026-07-16

IBTJ ISHARES TR12.4K shares0.00%2026-06-302026-07-16

Sponsored

NOC NORTHROP GRUMMAN CORP486 shares-14.29%2026-06-302026-07-16

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.0K shares0.63%2026-06-302026-07-16

NTRS NORTHERN TR CORP1.4K shares-0.07%2026-06-302026-07-16

EMB ISHARES TR2.6K shares-63.59%2026-06-302026-07-16

OKE ONEOK INC NEW2.9K shares0.74%2026-06-302026-07-16

FDX FEDEX CORP794 shares-2.34%2026-06-302026-07-16

APH AMPHENOL CORP1.5K shares-5.32%2026-06-302026-07-16

GL GLOBE LIFE INC1.4K shares0.00%2026-06-302026-07-16

Sponsored

DIVB ISHARES TR3.8K shares-1.38%2026-06-302026-07-16

DTE DTE ENERGY CO1.5K shares2.68%2026-06-302026-07-16

ES EVERSOURCE ENERGY3.1K shares1.48%2026-06-302026-07-16

SUSC ISHARES TR10.0K shares-10.26%2026-06-302026-07-16

DSI ISHARES TR1.6K shares-2.30%2026-06-302026-07-16

RPM RPM INTL INC2.0K shares0.00%2026-06-302026-07-16

TBIL RBB FD INC4.5K shares-25.00%2026-06-302026-07-16

VWOB VANGUARD WHITEHALL FDS3.3K shares-32.74%2026-06-302026-07-16

Sponsored

INTU INTUIT793 sharesnew addition2026-06-302026-07-16

DLR DIGITAL RLTY TR INC1.3K shares1.62%2026-06-302026-07-16

ALB ALBEMARLE CORP1.6K shares-14.80%2026-06-302026-07-16

CGUS CAPITAL GROUP CORE EQUITY ET4.9K shares0.16%2026-06-302026-07-16

IFRA ISHARES TR3.4K shares-8.93%2026-06-302026-07-16

EAGG ISHARES TR4.5K sharesnew addition2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC2.7K shares0.00%2026-06-302026-07-16

Sponsored

SNDK SANDISK CORP115 sharesnew addition2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC816 sharesnew addition2026-06-302026-07-16

ESPR ESPERION THERAPEUTICS INC NE24.6K shares0.00%2026-06-302026-07-16

BMEA BIOMEA FUSION INC15.8K shares0.00%2026-06-302026-07-16

HUMA HUMACYTE INC15.0K shares0.00%2026-06-302026-07-16

SPDR SERIES TRUST

34.23%

Shares1.5M

Event2026-06-30

Filed2026-07-16

PTLC

PACER FDS TR

-0.16%

Shares2.0M

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

507.04%

Shares652.2K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

-6.72%

Shares166.1K

Event2026-06-30

Filed2026-07-16

DYNF

BLACKROCK ETF TRUST

-9.60%

Shares533.2K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.84%

Shares42.1K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

25.33%

Shares414.3K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

-0.20%

Shares646.2K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

18.17%

Shares362.2K

Event2026-06-30

Filed2026-07-16

CORO

BLACKROCK ETF TRUST

2.01%

Shares644.3K

Event2026-06-30

Filed2026-07-16

DFCF

DIMENSIONAL ETF TRUST

3.02%

Shares544.5K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

-2.63%

Shares163.2K

Event2026-06-30

Filed2026-07-16

IUSB

ISHARES TR

29.83%

Shares480.5K

Event2026-06-30

Filed2026-07-16

SGOV

ISHARES TR

0.46%

Shares216.0K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-0.55%

Shares65.9K

Event2026-06-30

Filed2026-07-16

DFIV

DIMENSIONAL ETF TRUST

-1.78%

Shares360.8K

Event2026-06-30

Filed2026-07-16

GOVT

ISHARES TR

2.49%

Shares819.7K

Event2026-06-30

Filed2026-07-16

MBB

ISHARES TR

-0.54%

Shares185.2K

Event2026-06-30

Filed2026-07-16

DFAE

DIMENSIONAL ETF TRUST

-0.48%

Shares432.5K

Event2026-06-30

Filed2026-07-16

BAI

BLACKROCK ETF TRUST

-25.53%

Shares353.8K

Event2026-06-30

Filed2026-07-16

BRTR

BLACKROCK ETF TRUST II

11.48%

Shares325.2K

Event2026-06-30

Filed2026-07-16

VGIT

VANGUARD SCOTTSDALE FDS

34.61%

Shares257.2K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST

New

Shares515.8K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

26.55%

Shares231.9K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

40.66%

Shares186.9K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES TR

19.76%

Shares181.2K

Event2026-06-30

Filed2026-07-16

SPTL

SPDR SERIES TRUST

-33.64%

Shares521.2K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

-31.41%

Shares89.3K

Event2026-06-30

Filed2026-07-16

IEI

ISHARES TR

-4.56%

Shares110.5K

Event2026-06-30

Filed2026-07-16

SCHZ

SCHWAB STRATEGIC TR

-10.12%

Shares539.0K

Event2026-06-30

Filed2026-07-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.85%

Shares240.5K

Event2026-06-30

Filed2026-07-16

DFUS

DIMENSIONAL ETF TRUST

2.41%

Shares143.9K

Event2026-06-30

Filed2026-07-16

DFAI

DIMENSIONAL ETF TRUST

2.39%

Shares280.2K

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X FDS

-2.90%

Shares174.5K

Event2026-06-30

Filed2026-07-16

NOBL

PROSHARES TR

100.84%

Shares189.7K

Event2026-06-30

Filed2026-07-16

THRO

BLACKROCK ETF TRUST

-38.55%

Shares240.3K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

2.31%

Shares50.6K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

1.31%

Shares27.3K

Event2026-06-30

Filed2026-07-16

BNDX

VANGUARD CHARLOTTE FDS

-2.99%

Shares198.3K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.90%

Shares109.2K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-18.56%

Shares109.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-5.99%

Shares87.3K

Event2026-06-30

Filed2026-07-16

ESGU

ISHARES TR

0.17%

Shares48.7K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-0.43%

Shares29.1K

Event2026-06-30

Filed2026-07-16

DFSD

DIMENSIONAL ETF TRUST

2.46%

Shares158.9K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

-6.69%

Shares30.9K

Event2026-06-30

Filed2026-07-16

NANR

SPDR INDEX SHS FDS

-0.53%

Shares94.7K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-1.88%

Shares47.9K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.44%

Shares67.3K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

-1.47%

Shares24.2K

Event2026-06-30

Filed2026-07-16

DVYE

ISHARES INC

-25.59%

Shares194.6K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES TR

1.70%

Shares16.9K

Event2026-06-30

Filed2026-07-16

BIDD

BLACKROCK ETF TRUST

-18.96%

Shares207.5K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-0.05%

Shares18.4K

Event2026-06-30

Filed2026-07-16

EFG

ISHARES TR

-6.49%

Shares49.7K

Event2026-06-30

Filed2026-07-16

FDL

FIRST TR EXCHANGE-TRADED FD

-2.61%

Shares123.2K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

-68.22%

Shares28.1K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

2.05%

Shares4.8K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-0.23%

Shares42.2K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

5.37%

Shares14.7K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

0.60%

Shares50.6K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

-0.58%

Shares34.4K

Event2026-06-30

Filed2026-07-16

SPSM

SPDR SERIES TRUST

61.86%

Shares98.0K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

-43.49%

Shares58.4K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

-1.80%

Shares51.1K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

-34.33%

Shares22.8K

Event2026-06-30

Filed2026-07-16

GWW

WW GRAINGER INC

-1.28%

Shares3.6K

Event2026-06-30

Filed2026-07-16

IJJ

ISHARES TR

-1.40%

Shares32.5K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.09%

Shares12.3K

Event2026-06-30

Filed2026-07-16

STIP

ISHARES TR

42.63%

Shares42.6K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-1.44%

Shares28.2K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

-9.00%

Shares51.4K

Event2026-06-30

Filed2026-07-16

IJK

ISHARES TR

-1.71%

Shares36.4K

Event2026-06-30

Filed2026-07-16

IWO

ISHARES TR

-1.03%

Shares10.2K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.07%

Shares7.8K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-0.82%

Shares46.8K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

19.99%

Shares5.7K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

3.29%

Shares10.5K

Event2026-06-30

Filed2026-07-16

ICSH

ISHARES TR

22.19%

Shares74.4K

Event2026-06-30

Filed2026-07-16

CTAS

CINTAS CORP

-2.47%

Shares20.3K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-6.81%

Shares14.8K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

-1.87%

Shares6.6K

Event2026-06-30

Filed2026-07-16

IEF

ISHARES TR

New

Shares37.6K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

-1.58%

Shares28.8K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-1.30%

Shares9.3K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-0.05%

Shares26.5K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

-1.80%

Shares9.4K

Event2026-06-30

Filed2026-07-16

BINC

BLACKROCK ETF TRUST II

-58.26%

Shares64.8K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

-1.93%

Shares31.3K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

-1.38%

Shares11.4K

Event2026-06-30

Filed2026-07-16

DFAT

DIMENSIONAL ETF TRUST

-4.21%

Shares47.7K

Event2026-06-30

Filed2026-07-16

DFEM

DIMENSIONAL ETF TRUST

-2.61%

Shares82.7K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

-2.48%

Shares14.6K

Event2026-06-30

Filed2026-07-16

EFV

ISHARES TR

-77.72%

Shares39.8K

Event2026-06-30

Filed2026-07-16

AVMC

AMERICAN CENTY ETF TR

2.84%

Shares38.8K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-0.47%

Shares34.5K

Event2026-06-30

Filed2026-07-16

CAH

CARDINAL HEALTH INC

-3.10%

Shares12.7K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

0.32%

Shares20.7K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-3.30%

Shares9.9K

Event2026-06-30

Filed2026-07-16

SMMU

PIMCO ETF TR

-0.34%

Shares56.8K

Event2026-06-30

Filed2026-07-16

VANGUARD INTL EQUITY INDEX F

2.48%

Shares17.2K

Event2026-06-30

Filed2026-07-16

DFIC

DIMENSIONAL ETF TRUST

-6.49%

Shares71.3K

Event2026-06-30

Filed2026-07-16

MRSK

NORTHERN LIGHTS FD TR

-17.65%

Shares69.0K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

0.15%

Shares2.7K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

0.37%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DOV

DOVER CORP

-0.78%

Shares12.2K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-0.71%

Shares7.0K

Event2026-06-30

Filed2026-07-16

XAR

SPDR SERIES TRUST

260.29%

Shares8.9K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-16

SPIP

SPDR SERIES TRUST

59.81%

Shares98.7K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-3.55%

Shares10.9K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TR

5.64%

Shares22.7K

Event2026-06-30

Filed2026-07-16

S&P GLOBAL INC

-1.36%

Shares5.6K

Event2026-06-30

Filed2026-07-16

SHW

SHERWIN WILLIAMS CO

-3.70%

Shares6.9K

Event2026-06-30

Filed2026-07-16

MTUM

ISHARES TR

-1.25%

Shares7.7K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

-2.69%

Shares17.4K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

2.62%

Shares10.0K

Event2026-06-30

Filed2026-07-16

DFIP

DIMENSIONAL ETF TRUST

2.04%

Shares57.7K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

6.69%

Shares3.1K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-4.09%

Shares8.3K

Event2026-06-30

Filed2026-07-16

CINF

CINCINNATI FINL CORP

-2.25%

Shares12.1K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

2.35%

Shares9.5K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

-0.79%

Shares20.1K

Event2026-06-30

Filed2026-07-16

CGGR

CAPITAL GROUP GROWTH ETF

0.60%

Shares48.6K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

2.09%

Shares38.4K

Event2026-06-30

Filed2026-07-16

SYSB

ISHARES TR

-31.22%

Shares25.2K

Event2026-06-30

Filed2026-07-16

JMOM

J P MORGAN EXCHANGE TRADED F

-10.51%

Shares26.8K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

34.79%

Shares5.2K

Event2026-06-30

Filed2026-07-16

QDF

FLEXSHARES TR

-67.20%

Shares24.1K

Event2026-06-30

Filed2026-07-16

VTIP

VANGUARD MALVERN FDS

38.09%

Shares42.9K

Event2026-06-30

Filed2026-07-16

DFUV

DIMENSIONAL ETF TRUST

-5.66%

Shares38.7K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-5.02%

Shares14.7K

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

-2.10%

Shares7.5K

Event2026-06-30

Filed2026-07-16

SUSL

ISHARES TR

-1.52%

Shares15.5K

Event2026-06-30

Filed2026-07-16

TFI

SPDR SERIES TRUST

-1.87%

Shares42.6K

Event2026-06-30

Filed2026-07-16

GNMA

ISHARES TR

53.24%

Shares44.2K

Event2026-06-30

Filed2026-07-16

DFAS

DIMENSIONAL ETF TRUST

4.32%

Shares23.8K

Event2026-06-30

Filed2026-07-16

RPG

INVESCO EXCHANGE TRADED FD T

-1.56%

Shares32.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-4.07%

Shares5.5K

Event2026-06-30

Filed2026-07-16

HIMU

BLACKROCK ETF TRUST II

78.47%

Shares37.8K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

2.10%

Shares4.7K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

300.00%

Shares23.0K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-11.48%

Shares10.1K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

-0.84%

Shares8.7K

Event2026-06-30

Filed2026-07-16

IWX

ISHARES TR

-6.51%

Shares15.7K

Event2026-06-30

Filed2026-07-16

VISA INC

7.09%

Shares4.6K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

0.81%

Shares7.8K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

4.11%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

1.67%

Shares7.5K

Event2026-06-30

Filed2026-07-16

PNR

PENTAIR PLC

-5.02%

Shares21.1K

Event2026-06-30

Filed2026-07-16

SPMD

SPDR SERIES TRUST

-2.59%

Shares24.2K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS AND CHEMICALS I

-2.73%

Shares5.1K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-27.09%

Shares31.3K

Event2026-06-30

Filed2026-07-16

TLT

ISHARES TR

0.39%

Shares18.7K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-6.93%

Shares16.7K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

-18.63%

Shares2.7K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

3.02%

Shares4.3K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

-4.47%

Shares11.7K

Event2026-06-30

Filed2026-07-16

GSLC

GOLDMAN SACHS ETF TR

-1.63%

Shares10.6K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

-4.11%

Shares17.4K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

-14.66%

Shares3.5K

Event2026-06-30

Filed2026-07-16

DFAU

DIMENSIONAL ETF TRUST

-0.05%

Shares26.9K

Event2026-06-30

Filed2026-07-16

XTEN

BONDBLOXX ETF TRUST

-59.12%

Shares30.4K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

-1.41%

Shares14.0K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

0.07%

Shares10.6K

Event2026-06-30

Filed2026-07-16

ADM

ARCHER DANIELS MIDLAND CO

-3.41%

Shares17.7K

Event2026-06-30

Filed2026-07-16

ECL

ECOLAB INC

-3.13%

Shares4.7K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

0.30%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

0.14%

Shares3.5K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

9.62%

Shares9.3K

Event2026-06-30

Filed2026-07-16

THY

NORTHERN LIGHTS FD TR

1.96%

Shares59.4K

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC

-13.21%

Shares13.4K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

0.68%

Shares13.1K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

300.04%

Shares10.5K

Event2026-06-30

Filed2026-07-16

EDGF

ADVISORS INNER CIRCLE FD II

1.42%

Shares51.5K

Event2026-06-30

Filed2026-07-16

BLCR

BLACKROCK ETF TRUST

-20.74%

Shares25.3K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

4.83%

Shares7.3K

Event2026-06-30

Filed2026-07-16

TDV

PROSHARES TR

-0.11%

Shares11.9K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-1.66%

Shares3.3K

Event2026-06-30

Filed2026-07-16

MUNI

PIMCO ETF TR

32.22%

Shares22.1K

Event2026-06-30

Filed2026-07-16

BUYW

NORTHERN LTS FD TR IV

0.37%

Shares79.8K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

1.27%

Shares8.3K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

0.25%

Shares18.4K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares40.9K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

-1.78%

Shares11.8K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB STRATEGIC TR

2.58%

Shares34.3K

Event2026-06-30

Filed2026-07-16

BIV

VANGUARD BD INDEX FDS

29.34%

Shares14.5K

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SVC ENTERPRISE GROUP

2.66%

Shares13.6K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-0.02%

Shares5.9K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

-5.17%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PFM

INVESCO EXCHANGE TRADED FD T

-1.32%

Shares18.3K

Event2026-06-30

Filed2026-07-16

DFAX

DIMENSIONAL ETF TRUST

-0.95%

Shares27.7K

Event2026-06-30

Filed2026-07-16

PNC

PNC FINL SVCS GROUP INC

-0.59%

Shares4.1K

Event2026-06-30

Filed2026-07-16

SFLR

INNOVATOR ETFS TRUST

5.60%

Shares25.8K

Event2026-06-30

Filed2026-07-16

GPC

GENUINE PARTS CO

-17.87%

Shares7.3K

Event2026-06-30

Filed2026-07-16

SYLD

CAMBRIA ETF TR

25.00%

Shares12.0K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-0.21%

Shares971

Event2026-06-30

Filed2026-07-16

EFAV

ISHARES TR

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-16

HDV

ISHARES TR

383.92%

Shares33.5K

Event2026-06-30

Filed2026-07-16

LMUB

ISHARES TR

6.84%

Shares18.2K

Event2026-06-30

Filed2026-07-16

CME

CME GROUP INC

-12.86%

Shares3.9K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

0.52%

Shares5.2K

Event2026-06-30

Filed2026-07-16

ROP

ROPER TECHNOLOGIES INC

-7.05%

Shares2.5K

Event2026-06-30

Filed2026-07-16

IGM

ISHARES TR

-4.29%

Shares5.8K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

-19.20%

Shares7.0K

Event2026-06-30

Filed2026-07-16

TAXX

BONDBLOXX ETF TRUST

0.09%

Shares17.8K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

-0.09%

Shares10.2K

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

-15.07%

Shares10.3K

Event2026-06-30

Filed2026-07-16

VTEI

VANGUARD MUN BD FDS

New

Shares8.4K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST II

New

Shares16.5K

Event2026-06-30

Filed2026-07-16

EEM

ISHARES TR

-0.13%

Shares12.6K

Event2026-06-30

Filed2026-07-16

AT&T INC

37.34%

Shares39.4K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

-2.73%

Shares8.6K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-12.65%

Shares7.7K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-2.60%

Shares6.1K

Event2026-06-30

Filed2026-07-16

BIL

SPDR SERIES TRUST

-27.02%

Shares8.7K

Event2026-06-30

Filed2026-07-16

COWZ

PACER FDS TR

9.33%

Shares12.0K

Event2026-06-30

Filed2026-07-16

IXN

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

700.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

SJNK

SPDR SERIES TRUST

-1.47%

Shares29.2K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

-0.66%

Shares2.4K

Event2026-06-30

Filed2026-07-16

REGL

PROSHARES TR

-0.01%

Shares7.6K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.25%

Shares1.6K

Event2026-06-30

Filed2026-07-16

BNDW

VANGUARD SCOTTSDALE FDS

54.99%

Shares10.2K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

3.28%

Shares5.7K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

4.88%

Shares1.3K

Event2026-06-30

Filed2026-07-16

MDLZ

MONDELEZ INTL INC

6.57%

Shares11.0K

Event2026-06-30

Filed2026-07-16

MTB

M & T BK CORP

-0.29%

Shares2.8K

Event2026-06-30

Filed2026-07-16

FITB

FIFTH THIRD BANCORP

-0.45%

Shares11.3K

Event2026-06-30

Filed2026-07-16

VSDM

VANGUARD MUN BD FDS

171.42%

Shares8.5K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

IBMP

ISHARES TR

-14.60%

Shares24.1K

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

908.95%

Shares2.6K

Event2026-06-30

Filed2026-07-16

VLUE

ISHARES TR

4.86%

Shares3.1K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-4.78%

Shares1.1K

Event2026-06-30

Filed2026-07-16

IGRO

ISHARES TR

-59.31%

Shares6.6K

Event2026-06-30

Filed2026-07-16

IBMR

ISHARES TR

-15.07%

Shares23.1K

Event2026-06-30

Filed2026-07-16

TROW

PRICE T ROWE GROUP INC

-2.89%

Shares4.9K

Event2026-06-30

Filed2026-07-16

IBMQ

ISHARES TR

-15.14%

Shares23.0K

Event2026-06-30

Filed2026-07-16

IBMO

ISHARES TR

-17.94%

Shares22.9K

Event2026-06-30

Filed2026-07-16

IBMS

ISHARES TR

-13.18%

Shares22.1K

Event2026-06-30

Filed2026-07-16

ETR

ENTERGY CORP NEW

0.61%

Shares4.9K

Event2026-06-30

Filed2026-07-16

LCTU

BLACKROCK ETF TRUST

-2.06%

Shares7.0K

Event2026-06-30

Filed2026-07-16

BOEING CO

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

-7.45%

Shares1.0K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-0.93%

Shares9.4K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

7.61%

Shares1.4K

Event2026-06-30

Filed2026-07-16

IQLT

ISHARES TR

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-16

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

-0.38%

Shares3.4K

Event2026-06-30

Filed2026-07-16

FNDX

SCHWAB STRATEGIC TR

-28.80%

Shares15.8K

Event2026-06-30

Filed2026-07-16

ITM

VANECK ETF TRUST

11.33%

Shares10.5K

Event2026-06-30

Filed2026-07-16

BOXX

EA SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-16

GVI

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-16

FAST

FASTENAL CO

0.27%

Shares10.0K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

0.41%

Shares4.6K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

-29.50%

Shares6.2K

Event2026-06-30

Filed2026-07-16

DEERE & CO

70.76%

Shares765

Event2026-06-30

Filed2026-07-16

QUS

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

AOS

SMITH A O CORP

-10.38%

Shares7.4K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

19.66%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

EXPD

EXPEDITORS INTL WASH INC

-2.19%

Shares2.7K

Event2026-06-30

Filed2026-07-16

SPAB

SPDR SERIES TRUST

-46.25%

Shares17.6K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

1.24%

Shares4.0K

Event2026-06-30

Filed2026-07-16

XEL

XCEL ENERGY INC

1.32%

Shares5.4K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

57.11%

Shares5.1K

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-16

STLD

STEEL DYNAMICS INC

-0.36%

Shares1.9K

Event2026-06-30

Filed2026-07-16

MKC

MCCORMICK & CO INC

-22.38%

Shares7.9K

Event2026-06-30

Filed2026-07-16

SMDV

PROSHARES TR

-3.22%

Shares5.5K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

2.04%

Shares1.1K

Event2026-06-30

Filed2026-07-16

YUM

YUM BRANDS INC

0.71%

Shares2.5K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW

-19.25%

Shares17.6K

Event2026-06-30

Filed2026-07-16

BDX

BECTON DICKINSON & CO

-3.23%

Shares2.6K

Event2026-06-30

Filed2026-07-16

CONSOLIDATED EDISON INC

-4.51%

Shares3.6K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

9.82%

Shares369

Event2026-06-30

Filed2026-07-16

PARKER-HANNIFIN CORP

0.48%

Shares416

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-22.58%

Shares16.4K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG

0.53%

Shares2.5K

Event2026-06-30

Filed2026-07-16

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

8.35%

Shares5.0K

Event2026-06-30

Filed2026-07-16

IBTG

ISHARES TR

-0.82%

Shares17.0K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-16

TSCO

TRACTOR SUPPLY CO

New

Shares12.2K

Event2026-06-30

Filed2026-07-16

IBTH

ISHARES TR

-0.63%

Shares17.1K

Event2026-06-30

Filed2026-07-16

CHRW

C H ROBINSON WORLDWIDE IN

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-16

ESGV

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

0.45%

Shares1.3K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

8.87%

Shares8.8K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

1.62%

Shares440

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

11.66%

Shares3.6K

Event2026-06-30

Filed2026-07-16

XONE

BONDBLOXX ETF TRUST

-47.24%

Shares7.3K

Event2026-06-30

Filed2026-07-16

REALTY INCOME CORP

-4.15%

Shares5.6K

Event2026-06-30

Filed2026-07-16

XLG

INVESCO EXCHANGE TRADED FD T

-77.37%

Shares5.8K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

1.41%

Shares1.0K

Event2026-06-30

Filed2026-07-16

NFG

NATIONAL FUEL GAS CO

-0.02%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ICVT

ISHARES TR

-77.20%

Shares3.0K

Event2026-06-30

Filed2026-07-16

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

-8.77%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PPG

PPG INDS INC

-5.81%

Shares2.7K

Event2026-06-30

Filed2026-07-16

STT

STATE STR CORP

-0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-16

EIX

EDISON INTL

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

0.90%

Shares1.2K

Event2026-06-30

Filed2026-07-16

OVV

OVINTIV INC

1.36%

Shares6.2K

Event2026-06-30

Filed2026-07-16

WEC

WEC ENERGY GROUP INC

0.45%

Shares2.7K

Event2026-06-30

Filed2026-07-16

IJT

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

EOG

EOG RES INC

-3.12%

Shares2.4K

Event2026-06-30

Filed2026-07-16

IBTI

ISHARES TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-16

IVLU

ISHARES TR

-35.99%

Shares7.4K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

XHLF

BONDBLOXX ETF TRUST

-24.35%

Shares6.2K

Event2026-06-30

Filed2026-07-16

TPL

TEXAS PACIFIC LAND CORPORATI

1.88%

Shares757

Event2026-06-30

Filed2026-07-16

XLE

SELECT SECTOR SPDR TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-16

FANG

DIAMONDBACK ENERGY INC

1.77%

Shares1.8K

Event2026-06-30

Filed2026-07-16

GWX

SPDR INDEX SHS FDS

New

Shares7.0K

Event2026-06-30

Filed2026-07-16

UGI

UGI CORP NEW

-1.14%

Shares8.6K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

0.87%

Shares1.5K

Event2026-06-30

Filed2026-07-16

ILCV

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

-7.79%

Shares284

Event2026-06-30

Filed2026-07-16

EVRG

EVERGY INC

1.88%

Shares3.2K

Event2026-06-30

Filed2026-07-16

IWL

ISHARES TR

-11.79%

Shares1.5K

Event2026-06-30

Filed2026-07-16

NWN

NORTHWEST NAT HLDG CO

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-16

PNFP

PINNACLE FINL PARTNERS INC

-0.65%

Shares2.7K

Event2026-06-30

Filed2026-07-16

ITA

ISHARES TR

-3.52%

Shares1.1K

Event2026-06-30

Filed2026-07-16

IMCG

ISHARES TR

-16.63%

Shares2.8K

Event2026-06-30

Filed2026-07-16

IBTJ

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-16

NOC

NORTHROP GRUMMAN CORP

-14.29%

Shares486

Event2026-06-30

Filed2026-07-16

MICROCHIP TECHNOLOGY INC.

0.63%

Shares3.0K

Event2026-06-30

Filed2026-07-16

NTRS

NORTHERN TR CORP

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-16

EMB

ISHARES TR

-63.59%

Shares2.6K

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC NEW

0.74%

Shares2.9K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORP

-2.34%

Shares794

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

-5.32%

Shares1.5K

Event2026-06-30

Filed2026-07-16

GLOBE LIFE INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

DIVB

ISHARES TR

-1.38%

Shares3.8K

Event2026-06-30

Filed2026-07-16

DTE

DTE ENERGY CO

2.68%

Shares1.5K

Event2026-06-30

Filed2026-07-16

EVERSOURCE ENERGY

1.48%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SUSC

ISHARES TR

-10.26%

Shares10.0K

Event2026-06-30

Filed2026-07-16

DSI

ISHARES TR

-2.30%

Shares1.6K

Event2026-06-30

Filed2026-07-16

RPM

RPM INTL INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

TBIL

RBB FD INC

-25.00%

Shares4.5K

Event2026-06-30

Filed2026-07-16

VWOB

VANGUARD WHITEHALL FDS

-32.74%

Shares3.3K

Event2026-06-30

Filed2026-07-16

INTU

INTUIT

New

Shares793

Event2026-06-30

Filed2026-07-16

DLR

DIGITAL RLTY TR INC

1.62%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ALB

ALBEMARLE CORP

-14.80%

Shares1.6K

Event2026-06-30

Filed2026-07-16

CGUS

CAPITAL GROUP CORE EQUITY ET

0.16%

Shares4.9K

Event2026-06-30

Filed2026-07-16

IFRA

ISHARES TR

-8.93%

Shares3.4K

Event2026-06-30

Filed2026-07-16

EAGG

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

New

Shares115

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares816

Event2026-06-30

Filed2026-07-16

ESPR

ESPERION THERAPEUTICS INC NE

0.00%

Shares24.6K

Event2026-06-30

Filed2026-07-16

BMEA

BIOMEA FUSION INC

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-16

HUMA

HUMACYTE INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available