Sponsored

The Analysis of Cypress Point Wealth Management, LLC's Holdings & P&L

Currently, Cypress Point Wealth Management, LLC holds 142 types of securities in its portfolio with a total value $491.6M. In the most recent quarter, they have increased their positions in VTV (+19.7K shares, valued at $4.3M), KLAC (+12.7K shares, valued at $3.8M), VCRB (+47.8K shares, valued at $3.7M); decreased their positions in BND (-57.1K shares, valued at $4.2M), N/A (-4.5K shares, valued at $1.7M), AVLC (-14.5K shares, valued at $1.3M); initiated new positions in VCRB (+47.8K shares, valued at $3.7M), IBMR (+119.7K shares, valued at $3.0M), DE (+3.8K shares, valued at $2.4M).

1M P&L

+31.6K+0.01%

3M P&L

-16.2M-4.27%

HY P&L

+20.9M+6.12%

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/A306.5M

85.8%

2Semiconductors8.0M

2.2%

3Consumer Electronics7.7M

2.2%

Top Industries by Stock Count

1N/A58 stocks

48.3%

2Semiconductors6 stocks

5.0%

3Software - Application3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC926.2K shares-0.16%2026-06-302026-07-17

DFAC DIMENSIONAL ETF TRUST1.4M shares3.30%2026-06-302026-07-17

AVLC AMERICAN CENTY ETF TR482.9K shares-2.92%2026-06-302026-07-17

DFUS DIMENSIONAL ETF TRUST292.3K shares6.58%2026-06-302026-07-17

DFIC DIMENSIONAL ETF TRUST566.2K shares2.96%2026-06-302026-07-17

DCOR DIMENSIONAL ETF TRUST249.8K shares-1.46%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS31.3K shares-12.53%2026-06-302026-07-17

VOO VANGUARD INDEX FDS16.5K shares-8.54%2026-06-302026-07-17

Sponsored

VTV VANGUARD INDEX FDS50.9K shares62.96%2026-06-302026-07-17

VNQI VANGUARD INTL EQUITY INDEX F216.2K shares5.59%2026-06-302026-07-17

AVEM AMERICAN CENTY ETF TR93.8K shares-2.77%2026-06-302026-07-17

AAPL APPLE INC26.7K shares3.16%2026-06-302026-07-17

DFAU DIMENSIONAL ETF TRUST121.8K shares-0.46%2026-06-302026-07-17

AVUS AMERICAN CENTY ETF TR48.1K shares-1.36%2026-06-302026-07-17

SCHH SCHWAB STRATEGIC TR240.4K shares3.70%2026-06-302026-07-17

AVDV AMERICAN CENTY ETF TR49.9K shares-1.86%2026-06-302026-07-17

Sponsored

AVDE AMERICAN CENTY ETF TR47.3K shares-4.26%2026-06-302026-07-17

AVSC AMERICAN CENTY ETF TR57.1K shares1.52%2026-06-302026-07-17

NVDA NVIDIA CORPORATION20.1K shares22.30%2026-06-302026-07-17

KLAC KLA CORP13.0K shares5048.41%2026-06-302026-07-17

VXUS VANGUARD STAR FDS44.6K shares0.67%2026-06-302026-07-17

VCRB VANGUARD MALVERN FDS47.8K sharesnew addition2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR118.4K shares-10.45%2026-06-302026-07-17

GOOGL ALPHABET INC8.8K shares1.56%2026-06-302026-07-17

Sponsored

IBMQ ISHARES TR119.5K shares0.00%2026-06-302026-07-17

IBMR ISHARES TR119.7K sharesnew addition2026-06-302026-07-17

IBMS ISHARES TR115.0K shares0.00%2026-06-302026-07-17

AVLV AMERICAN CENTY ETF TR30.8K shares0.00%2026-06-302026-07-17

MSFT MICROSOFT CORP7.5K shares13.62%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC4.9K shares-2.43%2026-06-302026-07-17

AMZN AMAZON COM INC11.4K shares28.67%2026-06-302026-07-17

VB VANGUARD INDEX FDS8.5K shares0.00%2026-06-302026-07-17

Sponsored

DE DEERE & CO3.8K sharesnew addition2026-06-302026-07-17

AVUV AMERICAN CENTY ETF TR18.1K shares-3.01%2026-06-302026-07-17

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-17

VUG VANGUARD INDEX FDS25.8K shares500.40%2026-06-302026-07-17

DFAI DIMENSIONAL ETF TRUST53.3K shares-1.76%2026-06-302026-07-17

CGNG CAPITAL GROUP NEW GEOGRAPHY57.9K shares12.75%2026-06-302026-07-17

EEMS ISHARES INC26.7K shares-10.75%2026-06-302026-07-17

AVIV AMERICAN CENTY ETF TR25.1K shares-4.47%2026-06-302026-07-17

Sponsored

MU MICRON TECHNOLOGY INC1.6K shares128.61%2026-06-302026-07-17

DFAX DIMENSIONAL ETF TRUST48.6K shares0.05%2026-06-302026-07-17

BROADCOM INC BROADCOM INC4.6K shares48.62%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC2.4K shares279.27%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F20.5K shares-42.24%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS10.6K shares0.00%2026-06-302026-07-17

AVES AMERICAN CENTY ETF TR23.7K shares0.02%2026-06-302026-07-17

DFAE DIMENSIONAL ETF TRUST36.8K shares0.06%2026-06-302026-07-17

Sponsored

KO COCA COLA CO16.3K shares8.09%2026-06-302026-07-17

AVEE AMERICAN CENTY ETF TR18.6K shares7.19%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares-15.69%2026-06-302026-07-17

MMIT NEW YORK LIFE INVTS ACTIVE E46.7K shares-0.46%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC2.0K shares-6.37%2026-06-302026-07-17

VPLS VANGUARD MALVERN FDS14.0K sharesnew addition2026-06-302026-07-17

BAC BANK OF AMER CORP18.3K shares48.11%2026-06-302026-07-17

DFGR DIMENSIONAL ETF TRUST34.0K shares-4.77%2026-06-302026-07-17

Sponsored

COP CONOCOPHILLIPS9.4K sharesnew addition2026-06-302026-07-17

VUSB VANGUARD BD INDEX FDS19.4K shares3.60%2026-06-302026-07-17

TSLA TESLA INC2.3K shares10.02%2026-06-302026-07-17

GOOG ALPHABET INC2.5K shares7.73%2026-06-302026-07-17

DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN13.8K shares137.98%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS16.3K shares0.00%2026-06-302026-07-17

VISA INC VISA INC2.3K shares76.19%2026-06-302026-07-17

LLY ELI LILLY & CO637 shares68.52%2026-06-302026-07-17

Sponsored

ISHARES TR ISHARES TR970 shares0.62%2026-06-302026-07-17

LRCX LAM RESEARCH CORP1.6K sharesnew addition2026-06-302026-07-17

VOYG VOYAGER TECHNOLOGIES INC21.8K sharesnew addition2026-06-302026-07-17

C CITIGROUP INC4.5K shares70.46%2026-06-302026-07-17

ARTY ISHARES TR7.7K shares0.05%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC5.0K shares6.38%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC758 shares-11.76%2026-06-302026-07-17

VBR VANGUARD INDEX FDS2.4K shares-48.92%2026-06-302026-07-17

Sponsored

WCLD WISDOMTREE TR17.6K shares0.00%2026-06-302026-07-17

CAT CATERPILLAR INC522 sharesnew addition2026-06-302026-07-17

DFSV DIMENSIONAL ETF TRUST14.2K shares0.00%2026-06-302026-07-17

ABBVIE INC ABBVIE INC2.1K shares84.30%2026-06-302026-07-17

GEV GE VERNOVA INC434 shares16.67%2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.7.0K shares-26.14%2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC1.6K shares-18.96%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.9K shares22.26%2026-06-302026-07-17

Sponsored

DUSB DIMENSIONAL ETF TRUST9.1K shares0.47%2026-06-302026-07-17

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares15.25%2026-06-302026-07-17

EMXC ISHARES INC4.5K shares0.56%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC1.1K sharesnew addition2026-06-302026-07-17

VCRM VANGUARD MUN BD FDS5.8K shares-23.43%2026-06-302026-07-17

L LOEWS CORP3.8K shares-11.40%2026-06-302026-07-17

T AT&T INC20.7K shares-2.47%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares29.93%2026-06-302026-07-17

Sponsored

BLND BLEND LABS INC225.8K shares4.63%2026-06-302026-07-17

WMT WALMART INC3.4K shares65.05%2026-06-302026-07-17

ALL ALLSTATE CORP1.6K shares9.14%2026-06-302026-07-17

DOMINION ENERGY INC DOMINION ENERGY INC5.4K sharesnew addition2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION393 sharesnew addition2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F6.1K shares0.12%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS4.9K shares-92.11%2026-06-302026-07-17

CRM SALESFORCE INC2.2K shares-13.40%2026-06-302026-07-17

Sponsored

DFAR DIMENSIONAL ETF TRUST13.1K shares0.00%2026-06-302026-07-17

FIX COMFORT SYS USA INC165 sharesnew addition2026-06-302026-07-17

FNV FRANCO NEV CORP1.6K shares0.00%2026-06-302026-07-17

VO VANGUARD INDEX FDS4.0K shares300.00%2026-06-302026-07-17

QCOM QUALCOMM INC1.7K sharesnew addition2026-06-302026-07-17

BIL SPDR SERIES TRUST3.4K shares0.86%2026-06-302026-07-17

MRK MERCK & CO INC2.3K shares-18.73%2026-06-302026-07-17

WDC WESTERN DIGITAL CORP469 sharesnew addition2026-06-302026-07-17

Sponsored

EPD ENTERPRISE PRODS PARTNERS L8.0K sharesnew addition2026-06-302026-07-17

APPLOVIN CORP APPLOVIN CORP564 sharesnew addition2026-06-302026-07-17

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP1.1K sharesnew addition2026-06-302026-07-17

HOOD ROBINHOOD MKTS INC2.8K sharesnew addition2026-06-302026-07-17

AXP AMERICAN EXPRESS CO825 shares11.34%2026-06-302026-07-17

SYY SYSCO CORP3.3K sharesnew addition2026-06-302026-07-17

MO ALTRIA GROUP INC3.8K sharesnew addition2026-06-302026-07-17

Sponsored

CVS CVS HEALTH CORP2.6K sharesnew addition2026-06-302026-07-17

MPC MARATHON PETE CORP1.0K sharesnew addition2026-06-302026-07-17

DFAT DIMENSIONAL ETF TRUST3.8K shares-29.41%2026-06-302026-07-17

SPG SIMON PPTY GROUP INC NEW1.2K sharesnew addition2026-06-302026-07-17

UBER UBER TECHNOLOGIES INC3.6K shares29.03%2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC3.0K sharesnew addition2026-06-302026-07-17

EEMV ISHARES INC3.5K shares-21.64%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC258 sharesnew addition2026-06-302026-07-17

Sponsored

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-07-17

CVX CHEVRON CORPORATION1.5K shares21.20%2026-06-302026-07-17

KKR KKR & CO INC2.7K shares2.41%2026-06-302026-07-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL257 sharesnew addition2026-06-302026-07-17

VRT VERTIV HOLDINGS CO737 sharesnew addition2026-06-302026-07-17

ETSY INC ETSY INC3.1K sharesnew addition2026-06-302026-07-17

ELV ELEVANCE HEALTH INC FORMERLY610 sharesnew addition2026-06-302026-07-17

BNDX VANGUARD CHARLOTTE FDS4.8K shares0.70%2026-06-302026-07-17

Sponsored

ORACLE CORP ORACLE CORP1.6K sharesnew addition2026-06-302026-07-17

UAL UNITED AIRLS HLDGS INC1.6K sharesnew addition2026-06-302026-07-17

INTC INTEL CORP1.6K sharesnew addition2026-06-302026-07-17

AGX ARGAN INC270 sharesnew addition2026-06-302026-07-17

IWR ISHARES TR1.9K sharesnew addition2026-06-302026-07-17

EXC EXELON CORP4.6K sharesnew addition2026-06-302026-07-17

MLI MUELLER INDS INC1.7K sharesnew addition2026-06-302026-07-17

MCO MOODYS CORP460 sharesnew addition2026-06-302026-07-17

Sponsored

GE GE AEROSPACE556 shares-35.20%2026-06-302026-07-17

HRB BLOCK H & R INC5.4K sharesnew addition2026-06-302026-07-17

BKNG BOOKING HOLDINGS INC1.1K shares1591.04%2026-06-302026-07-17

VNO VORNADO RLTY TR5.1K sharesnew addition2026-06-302026-07-17

BRBR BELLRING BRANDS INC10.6K sharesnew addition2026-06-302026-07-17

FLD FOLD HLDGS INC53.6K shares0.00%2026-06-302026-07-17

PALANTIR TECHNOLOGIES INC

-0.16%

Shares926.2K

Event2026-06-30

Filed2026-07-17

DFAC

DIMENSIONAL ETF TRUST

3.30%

Shares1.4M

Event2026-06-30

Filed2026-07-17

AVLC

AMERICAN CENTY ETF TR

-2.92%

Shares482.9K

Event2026-06-30

Filed2026-07-17

DFUS

DIMENSIONAL ETF TRUST

6.58%

Shares292.3K

Event2026-06-30

Filed2026-07-17

DFIC

DIMENSIONAL ETF TRUST

2.96%

Shares566.2K

Event2026-06-30

Filed2026-07-17

DCOR

DIMENSIONAL ETF TRUST

-1.46%

Shares249.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-12.53%

Shares31.3K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-8.54%

Shares16.5K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

62.96%

Shares50.9K

Event2026-06-30

Filed2026-07-17

VNQI

VANGUARD INTL EQUITY INDEX F

5.59%

Shares216.2K

Event2026-06-30

Filed2026-07-17

AVEM

AMERICAN CENTY ETF TR

-2.77%

Shares93.8K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

3.16%

Shares26.7K

Event2026-06-30

Filed2026-07-17

DFAU

DIMENSIONAL ETF TRUST

-0.46%

Shares121.8K

Event2026-06-30

Filed2026-07-17

AVUS

AMERICAN CENTY ETF TR

-1.36%

Shares48.1K

Event2026-06-30

Filed2026-07-17

SCHH

SCHWAB STRATEGIC TR

3.70%

Shares240.4K

Event2026-06-30

Filed2026-07-17

AVDV

AMERICAN CENTY ETF TR

-1.86%

Shares49.9K

Event2026-06-30

Filed2026-07-17

AVDE

AMERICAN CENTY ETF TR

-4.26%

Shares47.3K

Event2026-06-30

Filed2026-07-17

AVSC

AMERICAN CENTY ETF TR

1.52%

Shares57.1K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

22.30%

Shares20.1K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP

5048.41%

Shares13.0K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD STAR FDS

0.67%

Shares44.6K

Event2026-06-30

Filed2026-07-17

VCRB

VANGUARD MALVERN FDS

New

Shares47.8K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

-10.45%

Shares118.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

1.56%

Shares8.8K

Event2026-06-30

Filed2026-07-17

IBMQ

ISHARES TR

0.00%

Shares119.5K

Event2026-06-30

Filed2026-07-17

IBMR

ISHARES TR

New

Shares119.7K

Event2026-06-30

Filed2026-07-17

IBMS

ISHARES TR

0.00%

Shares115.0K

Event2026-06-30

Filed2026-07-17

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

13.62%

Shares7.5K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

-2.43%

Shares4.9K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

28.67%

Shares11.4K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-17

DEERE & CO

New

Shares3.8K

Event2026-06-30

Filed2026-07-17

AVUV

AMERICAN CENTY ETF TR

-3.01%

Shares18.1K

Event2026-06-30

Filed2026-07-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

500.40%

Shares25.8K

Event2026-06-30

Filed2026-07-17

DFAI

DIMENSIONAL ETF TRUST

-1.76%

Shares53.3K

Event2026-06-30

Filed2026-07-17

CGNG

CAPITAL GROUP NEW GEOGRAPHY

12.75%

Shares57.9K

Event2026-06-30

Filed2026-07-17

EEMS

ISHARES INC

-10.75%

Shares26.7K

Event2026-06-30

Filed2026-07-17

AVIV

AMERICAN CENTY ETF TR

-4.47%

Shares25.1K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

128.61%

Shares1.6K

Event2026-06-30

Filed2026-07-17

DFAX

DIMENSIONAL ETF TRUST

0.05%

Shares48.6K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

48.62%

Shares4.6K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

279.27%

Shares2.4K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

-42.24%

Shares20.5K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-17

AVES

AMERICAN CENTY ETF TR

0.02%

Shares23.7K

Event2026-06-30

Filed2026-07-17

DFAE

DIMENSIONAL ETF TRUST

0.06%

Shares36.8K

Event2026-06-30

Filed2026-07-17

COCA COLA CO

8.09%

Shares16.3K

Event2026-06-30

Filed2026-07-17

AVEE

AMERICAN CENTY ETF TR

7.19%

Shares18.6K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-15.69%

Shares1.5K

Event2026-06-30

Filed2026-07-17

MMIT

NEW YORK LIFE INVTS ACTIVE E

-0.46%

Shares46.7K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

-6.37%

Shares2.0K

Event2026-06-30

Filed2026-07-17

VPLS

VANGUARD MALVERN FDS

New

Shares14.0K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP

48.11%

Shares18.3K

Event2026-06-30

Filed2026-07-17

DFGR

DIMENSIONAL ETF TRUST

-4.77%

Shares34.0K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS

New

Shares9.4K

Event2026-06-30

Filed2026-07-17

VUSB

VANGUARD BD INDEX FDS

3.60%

Shares19.4K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

10.02%

Shares2.3K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

7.73%

Shares2.5K

Event2026-06-30

Filed2026-07-17

DFA INVT DIMENSIONS GROUP IN

137.98%

Shares13.8K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD MUN BD FDS

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-17

VISA INC

76.19%

Shares2.3K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

68.52%

Shares637

Event2026-06-30

Filed2026-07-17

ISHARES TR

0.62%

Shares970

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

VOYG

VOYAGER TECHNOLOGIES INC

New

Shares21.8K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC

70.46%

Shares4.5K

Event2026-06-30

Filed2026-07-17

ARTY

ISHARES TR

0.05%

Shares7.7K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

6.38%

Shares5.0K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC

-11.76%

Shares758

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD INDEX FDS

-48.92%

Shares2.4K

Event2026-06-30

Filed2026-07-17

WCLD

WISDOMTREE TR

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

New

Shares522

Event2026-06-30

Filed2026-07-17

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

84.30%

Shares2.1K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

16.67%

Shares434

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-26.14%

Shares7.0K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC

-18.96%

Shares1.6K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

22.26%

Shares1.9K

Event2026-06-30

Filed2026-07-17

DUSB

DIMENSIONAL ETF TRUST

0.47%

Shares9.1K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC

15.25%

Shares1.4K

Event2026-06-30

Filed2026-07-17

EMXC

ISHARES INC

0.56%

Shares4.5K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

VCRM

VANGUARD MUN BD FDS

-23.43%

Shares5.8K

Event2026-06-30

Filed2026-07-17

LOEWS CORP

-11.40%

Shares3.8K

Event2026-06-30

Filed2026-07-17

AT&T INC

-2.47%

Shares20.7K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

29.93%

Shares1.2K

Event2026-06-30

Filed2026-07-17

BLND

BLEND LABS INC

4.63%

Shares225.8K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

65.05%

Shares3.4K

Event2026-06-30

Filed2026-07-17

ALL

ALLSTATE CORP

9.14%

Shares1.6K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

New

Shares393

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

0.12%

Shares6.1K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD BD INDEX FDS

-92.11%

Shares4.9K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC

-13.40%

Shares2.2K

Event2026-06-30

Filed2026-07-17

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-17

FIX

COMFORT SYS USA INC

New

Shares165

Event2026-06-30

Filed2026-07-17

FNV

FRANCO NEV CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

300.00%

Shares4.0K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

BIL

SPDR SERIES TRUST

0.86%

Shares3.4K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC

-18.73%

Shares2.3K

Event2026-06-30

Filed2026-07-17

WDC

WESTERN DIGITAL CORP

New

Shares469

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares8.0K

Event2026-06-30

Filed2026-07-17

APPLOVIN CORP

New

Shares564

Event2026-06-30

Filed2026-07-17

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

HOOD

ROBINHOOD MKTS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

11.34%

Shares825

Event2026-06-30

Filed2026-07-17

SYY

SYSCO CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-17

DFAT

DIMENSIONAL ETF TRUST

-29.41%

Shares3.8K

Event2026-06-30

Filed2026-07-17

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC

29.03%

Shares3.6K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-17

EEMV

ISHARES INC

-21.64%

Shares3.5K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC

New

Shares258

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

21.20%

Shares1.5K

Event2026-06-30

Filed2026-07-17

KKR

KKR & CO INC

2.41%

Shares2.7K

Event2026-06-30

Filed2026-07-17

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares257

Event2026-06-30

Filed2026-07-17

VRT

VERTIV HOLDINGS CO

New

Shares737

Event2026-06-30

Filed2026-07-17

ETSY INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-17

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares610

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD CHARLOTTE FDS

0.70%

Shares4.8K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

UAL

UNITED AIRLS HLDGS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-17

AGX

ARGAN INC

New

Shares270

Event2026-06-30

Filed2026-07-17

IWR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-17

EXC

EXELON CORP

New

Shares4.6K

Event2026-06-30

Filed2026-07-17

MLI

MUELLER INDS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-17

MCO

MOODYS CORP

New

Shares460

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

-35.20%

Shares556

Event2026-06-30

Filed2026-07-17

HRB

BLOCK H & R INC

New

Shares5.4K

Event2026-06-30

Filed2026-07-17

BKNG

BOOKING HOLDINGS INC

1591.04%

Shares1.1K

Event2026-06-30

Filed2026-07-17

VNO

VORNADO RLTY TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-17

BRBR

BELLRING BRANDS INC

New

Shares10.6K

Event2026-06-30

Filed2026-07-17

FLD

FOLD HLDGS INC

0.00%

Shares53.6K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available