Sponsored

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

Currently, DecisionMap Wealth Management, LLC holds 145 types of securities in its portfolio with a total value $178.7M. In the most recent quarter, they have increased their positions in DFCF (+23.3K shares, valued at $984.1K), AMD (+1.0K shares, valued at $583.8K), ISRG (+1.4K shares, valued at $569.1K); decreased their positions in JNK (-5.9K shares, valued at $567.3K), ASML (-136 shares, valued at $270.4K), N/A (-1.8K shares, valued at $229.3K); initiated new positions in AMD (+1.0K shares, valued at $583.8K), ISRG (+1.4K shares, valued at $569.1K), N/A (+2.4K shares, valued at $529.3K).

1M P&L

+6.5M+4.85%

3M P&L

+937.3K+0.68%

HY P&L

+5.1M+3.82%

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/A92.2M

66.6%

2Semiconductors7.8M

5.6%

3Consumer Electronics4.7M

3.4%

Top Industries by Stock Count

1N/A70 stocks

57.9%

2Semiconductors6 stocks

5.0%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR21.6K shares2.98%2026-06-302026-07-21

SPYG SPDR SER TR92.0K shares2.83%2026-06-302026-07-21

ISHARES TR ISHARES TR76.9K shares4.59%2026-06-302026-07-21

NVDA NVIDIA CORPORATION27.8K shares7.79%2026-06-302026-07-21

IEMG ISHARES INC66.0K shares2.47%2026-06-302026-07-21

SPYV SPDR SER TR88.4K shares4.81%2026-06-302026-07-21

HEFA ISHARES TR114.0K shares3.75%2026-06-302026-07-21

DFCF DIMENSIONAL ETF TRUST119.2K shares24.30%2026-06-302026-07-21

Sponsored

AAPL APPLE INC16.3K shares1.37%2026-06-302026-07-21

FBND FIDELITY MERRIMACK STR TR93.4K shares11.38%2026-06-302026-07-21

BINC BLACKROCK ETF TRUST II79.6K shares10.18%2026-06-302026-07-21

VOO VANGUARD INDEX FDS5.8K shares-2.50%2026-06-302026-07-21

FBTC FIDELITY WISE ORIGIN BITCOIN65.4K shares7.36%2026-06-302026-07-21

MSFT MICROSOFT CORP8.1K shares6.43%2026-06-302026-07-21

KO COCA COLA CO35.3K shares0.46%2026-06-302026-07-21

ISHARES TR ISHARES TR27.5K shares4.87%2026-06-302026-07-21

Sponsored

MBB ISHARES TR26.0K shares5.59%2026-06-302026-07-21

PWRD TCW ETF TRUST19.6K shares6.97%2026-06-302026-07-21

GOOGL ALPHABET INC6.5K shares-3.51%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS6.0K shares0.13%2026-06-302026-07-21

FESM FIDELITY COVINGTON TRUST39.0K shares4.55%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-1.21%2026-06-302026-07-21

DGRO ISHARES TR24.4K shares9.84%2026-06-302026-07-21

AMZN AMAZON COM INC7.6K shares4.76%2026-06-302026-07-21

Sponsored

IJH ISHARES TR22.1K shares7.30%2026-06-302026-07-21

BROADCOM INC BROADCOM INC4.5K shares23.29%2026-06-302026-07-21

IJR ISHARES TR11.3K shares-1.35%2026-06-302026-07-21

XLF SELECT SECTOR SPDR TR30.3K shares5.47%2026-06-302026-07-21

GOOG ALPHABET INC4.4K shares12.00%2026-06-302026-07-21

DFSD DIMENSIONAL ETF TRUST30.9K shares5.65%2026-06-302026-07-21

BAI BLACKROCK ETF TRUST23.8K shares2.23%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC2.2K shares2.81%2026-06-302026-07-21

Sponsored

PCAR PACCAR INC10.0K shares-0.07%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.7K shares11.77%2026-06-302026-07-21

PG PROCTER AND GAMBLE CO8.1K shares-2.64%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR34.3K shares-1.66%2026-06-302026-07-21

LLY ELI LILLY & CO942 shares-11.13%2026-06-302026-07-21

TLH ISHARES TR11.2K shares14.46%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS15.2K shares13.80%2026-06-302026-07-21

VISA INC VISA INC3.2K shares-3.71%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON4.4K shares-9.46%2026-06-302026-07-21

TSLA TESLA INC2.6K shares2.26%2026-06-302026-07-21

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR1.4K shares0.07%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR34.1K shares-1.03%2026-06-302026-07-21

STIP ISHARES TR9.5K shares3.36%2026-06-302026-07-21

MUB ISHARES TR8.9K shares3.98%2026-06-302026-07-21

IXUS ISHARES TR9.8K shares-9.07%2026-06-302026-07-21

ABFL TRIMTABS ETF TR10.3K shares-9.97%2026-06-302026-07-21

Sponsored

BNL BROADSTONE NET LEASE INC41.1K shares0.00%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC732 shares13.31%2026-06-302026-07-21

CAT CATERPILLAR INC785 shares-1.38%2026-06-302026-07-21

IBDT ISHARES TR33.0K shares16.03%2026-06-302026-07-21

HD HOME DEPOT INC2.3K shares-4.70%2026-06-302026-07-21

VTV VANGUARD INDEX FDS3.7K shares-0.38%2026-06-302026-07-21

IBDS ISHARES TR32.5K shares9.02%2026-06-302026-07-21

ROL ROLLINS INC18.8K shares-0.44%2026-06-302026-07-21

Sponsored

IBDR ISHARES TR32.2K shares16.42%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR26.9K shares0.98%2026-06-302026-07-21

TIP ISHARES TR6.7K shares11.37%2026-06-302026-07-21

HYMB SPDR SER TR28.4K shares0.00%2026-06-302026-07-21

RAYTHEON TECHNOLOGIES CORP RAYTHEON TECHNOLOGIES CORP3.7K shares1.22%2026-06-302026-07-21

IBDU ISHARES TR30.3K shares-0.95%2026-06-302026-07-21

IBDV ISHARES TR32.1K shares-0.95%2026-06-302026-07-21

VO VANGUARD INDEX FDS8.6K shares296.49%2026-06-302026-07-21

Sponsored

IBIT ISHARES BITCOIN TRUST ETF19.9K shares1.86%2026-06-302026-07-21

ASML ASML HOLDING N V317 shares-30.02%2026-06-302026-07-21

IBDX ISHARES TR24.9K shares-1.06%2026-06-302026-07-21

IBDW ISHARES TR30.1K shares-1.06%2026-06-302026-07-21

DIS DISNEY WALT CO6.2K shares6.60%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP1.7K shares-3.73%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2026-06-302026-07-21

SBUX STARBUCKS CORP5.6K shares-15.31%2026-06-302026-07-21

Sponsored

ISRG INTUITIVE SURGICAL INC1.4K sharesnew addition2026-06-302026-07-21

NVO NOVO-NORDISK A S11.2K shares13.54%2026-06-302026-07-21

JNK SPDR SER TR5.5K shares-51.69%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC2.4K sharesnew addition2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.4K sharesnew addition2026-06-302026-07-21

CL COLGATE PALMOLIVE CO5.7K shares-13.74%2026-06-302026-07-21

GOVT ISHARES TR22.0K shares-10.50%2026-06-302026-07-21

UL UNILEVER PLC8.3K shares1.51%2026-06-302026-07-21

Sponsored

CHRW C H ROBINSON WORLDWIDE INC2.6K shares-16.01%2026-06-302026-07-21

WMT WALMART INC4.0K shares-1.48%2026-06-302026-07-21

ITOT ISHARES TR2.7K shares0.07%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC5.7K shares4.94%2026-06-302026-07-21

DEO DIAGEO PLC5.5K shares0.13%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP866 shares-0.69%2026-06-302026-07-21

IBTJ ISHARES TR20.3K shares28.27%2026-06-302026-07-21

IBTK ISHARES TR22.5K shares28.49%2026-06-302026-07-21

Sponsored

IBTL ISHARES TR21.6K shares29.04%2026-06-302026-07-21

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW452 shares6.60%2026-06-302026-07-21

QQQ INVESCO QQQ TR566 shares15.51%2026-06-302026-07-21

USMV ISHARES TR4.3K shares-12.48%2026-06-302026-07-21

VB VANGUARD INDEX FDS1.3K shares0.68%2026-06-302026-07-21

UNP UNION PAC CORP1.4K shares16.39%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP2.9K sharesnew addition2026-06-302026-07-21

LRCX LAM RESEARCH CORP893 sharesnew addition2026-06-302026-07-21

Sponsored

SCHV SCHWAB STRATEGIC TR10.7K shares-1.30%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED719 shares-8.64%2026-06-302026-07-21

IYW ISHARES TR1.5K shares-0.21%2026-06-302026-07-21

WFC WELLS FARGO CO NEW4.4K shares14.48%2026-06-302026-07-21

IBTH ISHARES TR16.1K shares36.55%2026-06-302026-07-21

IBTI ISHARES TR16.2K shares35.62%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC350 shares3.24%2026-06-302026-07-21

OEF ISHARES TR944 shares8.88%2026-06-302026-07-21

Sponsored

CVX CHEVRON CORP NEW2.1K shares3.16%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.9K shares-2.15%2026-06-302026-07-21

IXN ISHARES TR2.3K shares-18.70%2026-06-302026-07-21

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-21

SMMU PIMCO ETF TR6.4K shares-0.42%2026-06-302026-07-21

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-07-21

VTEB VANGUARD MUN BD FDS6.0K shares-10.25%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC2.6K sharesnew addition2026-06-302026-07-21

Sponsored

TJX TJX COS INC NEW2.0K shares0.41%2026-06-302026-07-21

APH AMPHENOL CORP1.7K sharesnew addition2026-06-302026-07-21

ABBVIE INC ABBVIE INC1.2K shares0.86%2026-06-302026-07-21

IDGT ISHARES TR2.4K sharesnew addition2026-06-302026-07-21

LIN LINDE PLC560 shares0.18%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS3.0K shares-5.09%2026-06-302026-07-21

BAC BANK OF AMER CORP5.0K sharesnew addition2026-06-302026-07-21

SGOV ISHARES TR2.8K shares-22.72%2026-06-302026-07-21

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC659 sharesnew addition2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS3.7K shares6.05%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS916 shares-0.22%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC539 sharesnew addition2026-06-302026-07-21

AXP AMERICAN EXPRESS CO755 shares3.71%2026-06-302026-07-21

KLAC KLA CORP845 sharesnew addition2026-06-302026-07-21

MUNI INTER MUN BD ACT4.8K shares11.78%2026-06-302026-07-21

GE GE AEROSPACE677 sharesnew addition2026-06-302026-07-21

Sponsored

SMH VANECK ETF TRUST382 sharesnew addition2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC344 sharesnew addition2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC914 shares14.39%2026-06-302026-07-21

EMGF ISHARES INC3.3K shares-4.82%2026-06-302026-07-21

MICROSTRATEGY INC MICROSTRATEGY INC2.8K shares2.33%2026-06-302026-07-21

VUG VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-21

ARTY ISHARES TR3.0K sharesnew addition2026-06-302026-07-21

QTUM ETF SER SOLUTIONS1.4K sharesnew addition2026-06-302026-07-21

Sponsored

VONV VANGUARD SCOTTSDALE FDS2.1K shares-5.46%2026-06-302026-07-21

IWF ISHARES TR1.8K sharesnew addition2026-06-302026-07-21

IBTG ISHARES TR9.6K shares3.48%2026-06-302026-07-21

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-21

NETFLIX INC NETFLIX INC3.0K shares-4.08%2026-06-302026-07-21

MRK MERCK & CO INC1.7K shares-2.58%2026-06-302026-07-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-52.57%2026-06-302026-07-21

SYK STRYKER CORPORATION642 shares-4.32%2026-06-302026-07-21

Sponsored

GEV GE VERNOVA INC172 sharesnew addition2026-06-302026-07-21

ISHARES TR

2.98%

Shares21.6K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SER TR

2.83%

Shares92.0K

Event2026-06-30

Filed2026-07-21

ISHARES TR

4.59%

Shares76.9K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

7.79%

Shares27.8K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

2.47%

Shares66.0K

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SER TR

4.81%

Shares88.4K

Event2026-06-30

Filed2026-07-21

HEFA

ISHARES TR

3.75%

Shares114.0K

Event2026-06-30

Filed2026-07-21

DFCF

DIMENSIONAL ETF TRUST

24.30%

Shares119.2K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

1.37%

Shares16.3K

Event2026-06-30

Filed2026-07-21

FBND

FIDELITY MERRIMACK STR TR

11.38%

Shares93.4K

Event2026-06-30

Filed2026-07-21

BINC

BLACKROCK ETF TRUST II

10.18%

Shares79.6K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-2.50%

Shares5.8K

Event2026-06-30

Filed2026-07-21

FBTC

FIDELITY WISE ORIGIN BITCOIN

7.36%

Shares65.4K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

6.43%

Shares8.1K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.46%

Shares35.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

4.87%

Shares27.5K

Event2026-06-30

Filed2026-07-21

MBB

ISHARES TR

5.59%

Shares26.0K

Event2026-06-30

Filed2026-07-21

PWRD

TCW ETF TRUST

6.97%

Shares19.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-3.51%

Shares6.5K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.13%

Shares6.0K

Event2026-06-30

Filed2026-07-21

FESM

FIDELITY COVINGTON TRUST

4.55%

Shares39.0K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.21%

Shares3.8K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

9.84%

Shares24.4K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

4.76%

Shares7.6K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

7.30%

Shares22.1K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

23.29%

Shares4.5K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-1.35%

Shares11.3K

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

5.47%

Shares30.3K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

12.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

DFSD

DIMENSIONAL ETF TRUST

5.65%

Shares30.9K

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

2.23%

Shares23.8K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

2.81%

Shares2.2K

Event2026-06-30

Filed2026-07-21

PCAR

PACCAR INC

-0.07%

Shares10.0K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

11.77%

Shares3.7K

Event2026-06-30

Filed2026-07-21

PROCTER AND GAMBLE CO

-2.64%

Shares8.1K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

-1.66%

Shares34.3K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-11.13%

Shares942

Event2026-06-30

Filed2026-07-21

TLH

ISHARES TR

14.46%

Shares11.2K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

13.80%

Shares15.2K

Event2026-06-30

Filed2026-07-21

VISA INC

-3.71%

Shares3.2K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-9.46%

Shares4.4K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

2.26%

Shares2.6K

Event2026-06-30

Filed2026-07-21

SPDR S&P 500 ETF TR

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

-1.03%

Shares34.1K

Event2026-06-30

Filed2026-07-21

STIP

ISHARES TR

3.36%

Shares9.5K

Event2026-06-30

Filed2026-07-21

MUB

ISHARES TR

3.98%

Shares8.9K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

-9.07%

Shares9.8K

Event2026-06-30

Filed2026-07-21

ABFL

TRIMTABS ETF TR

-9.97%

Shares10.3K

Event2026-06-30

Filed2026-07-21

BNL

BROADSTONE NET LEASE INC

0.00%

Shares41.1K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

13.31%

Shares732

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-1.38%

Shares785

Event2026-06-30

Filed2026-07-21

IBDT

ISHARES TR

16.03%

Shares33.0K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-4.70%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-0.38%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IBDS

ISHARES TR

9.02%

Shares32.5K

Event2026-06-30

Filed2026-07-21

ROL

ROLLINS INC

-0.44%

Shares18.8K

Event2026-06-30

Filed2026-07-21

IBDR

ISHARES TR

16.42%

Shares32.2K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

0.98%

Shares26.9K

Event2026-06-30

Filed2026-07-21

TIP

ISHARES TR

11.37%

Shares6.7K

Event2026-06-30

Filed2026-07-21

HYMB

SPDR SER TR

0.00%

Shares28.4K

Event2026-06-30

Filed2026-07-21

RAYTHEON TECHNOLOGIES CORP

1.22%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IBDU

ISHARES TR

-0.95%

Shares30.3K

Event2026-06-30

Filed2026-07-21

IBDV

ISHARES TR

-0.95%

Shares32.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

296.49%

Shares8.6K

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

1.86%

Shares19.9K

Event2026-06-30

Filed2026-07-21

ASML

ASML HOLDING N V

-30.02%

Shares317

Event2026-06-30

Filed2026-07-21

IBDX

ISHARES TR

-1.06%

Shares24.9K

Event2026-06-30

Filed2026-07-21

IBDW

ISHARES TR

-1.06%

Shares30.1K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

6.60%

Shares6.2K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

-3.73%

Shares1.7K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

-15.31%

Shares5.6K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

NVO

NOVO-NORDISK A S

13.54%

Shares11.2K

Event2026-06-30

Filed2026-07-21

JNK

SPDR SER TR

-51.69%

Shares5.5K

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

-13.74%

Shares5.7K

Event2026-06-30

Filed2026-07-21

GOVT

ISHARES TR

-10.50%

Shares22.0K

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

1.51%

Shares8.3K

Event2026-06-30

Filed2026-07-21

CHRW

C H ROBINSON WORLDWIDE INC

-16.01%

Shares2.6K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-1.48%

Shares4.0K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

4.94%

Shares5.7K

Event2026-06-30

Filed2026-07-21

DEO

DIAGEO PLC

0.13%

Shares5.5K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

-0.69%

Shares866

Event2026-06-30

Filed2026-07-21

IBTJ

ISHARES TR

28.27%

Shares20.3K

Event2026-06-30

Filed2026-07-21

IBTK

ISHARES TR

28.49%

Shares22.5K

Event2026-06-30

Filed2026-07-21

IBTL

ISHARES TR

29.04%

Shares21.6K

Event2026-06-30

Filed2026-07-21

COSTCO WHSL CORP NEW

6.60%

Shares452

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

15.51%

Shares566

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

-12.48%

Shares4.3K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.68%

Shares1.3K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

16.39%

Shares1.4K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

New

Shares893

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

-1.30%

Shares10.7K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

-8.64%

Shares719

Event2026-06-30

Filed2026-07-21

IYW

ISHARES TR

-0.21%

Shares1.5K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO CO NEW

14.48%

Shares4.4K

Event2026-06-30

Filed2026-07-21

IBTH

ISHARES TR

36.55%

Shares16.1K

Event2026-06-30

Filed2026-07-21

IBTI

ISHARES TR

35.62%

Shares16.2K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

3.24%

Shares350

Event2026-06-30

Filed2026-07-21

OEF

ISHARES TR

8.88%

Shares944

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORP NEW

3.16%

Shares2.1K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

-2.15%

Shares2.9K

Event2026-06-30

Filed2026-07-21

IXN

ISHARES TR

-18.70%

Shares2.3K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SMMU

PIMCO ETF TR

-0.42%

Shares6.4K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

-10.25%

Shares6.0K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

0.41%

Shares2.0K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.86%

Shares1.2K

Event2026-06-30

Filed2026-07-21

IDGT

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

0.18%

Shares560

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-5.09%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

-22.72%

Shares2.8K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares659

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

6.05%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.22%

Shares916

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares539

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

3.71%

Shares755

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares845

Event2026-06-30

Filed2026-07-21

MUNI

INTER MUN BD ACT

11.78%

Shares4.8K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

New

Shares677

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

New

Shares382

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

New

Shares344

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

14.39%

Shares914

Event2026-06-30

Filed2026-07-21

EMGF

ISHARES INC

-4.82%

Shares3.3K

Event2026-06-30

Filed2026-07-21

MICROSTRATEGY INC

2.33%

Shares2.8K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-21

ARTY

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

QTUM

ETF SER SOLUTIONS

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

VONV

VANGUARD SCOTTSDALE FDS

-5.46%

Shares2.1K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-21

IBTG

ISHARES TR

3.48%

Shares9.6K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

NETFLIX INC

-4.08%

Shares3.0K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-2.58%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-52.57%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

-4.32%

Shares642

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

New

Shares172

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available