Sponsored

The Analysis of DeDora Capital, Inc.'s Holdings & P&L

Currently, DeDora Capital, Inc. holds 129 types of securities in its portfolio with a total value $460.1M. In the most recent quarter, they have increased their positions in VUG (+287.9K shares, valued at $24.8M), VB (+6.7K shares, valued at $2.0M), FTCA (+255.3K shares, valued at $1.9M); decreased their positions in VYM (-23.0K shares, valued at $3.6M), AMD (-735 shares, valued at $427.0K), NVDA (-2.1K shares, valued at $422.4K); initiated new positions in FTCA (+255.3K shares, valued at $1.9M), MRVL (+1.2K shares, valued at $367.0K), PANW (+850 shares, valued at $289.9K).

1M P&L

+12.8M+3.54%

3M P&L

+5.0M+1.35%

HY P&L

-114.2M-23.40%

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/A252.8M

67.2%

2Semiconductors16.0M

4.2%

3Consumer Electronics15.5M

4.1%

Top Industries by Stock Count

1N/A39 stocks

37.1%

2Semiconductors6 stocks

5.7%

3Drug Manufacturers - General5 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS353.8K shares436.63%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS187.2K shares-10.93%2026-06-302026-07-13

ISHARES TR ISHARES TR37.6K shares5.55%2026-06-302026-07-13

FBND FIDELITY MERRIMACK STR TR577.9K shares1.18%2026-06-302026-07-13

VB VANGUARD INDEX FDS86.2K shares8.39%2026-06-302026-07-13

CGXU CAPITAL GROUP INTL FOCUS EQT654.3K shares8.34%2026-06-302026-07-13

VOO VANGUARD INDEX FDS23.8K shares-0.42%2026-06-302026-07-13

AAPL APPLE INC53.5K shares-1.64%2026-06-302026-07-13

Sponsored

VCEB VANGUARD WORLD FD178.6K shares0.74%2026-06-302026-07-13

RSP INVESCO EXCHANGE TRADED FD T45.6K shares-1.95%2026-06-302026-07-13

NULG NUSHARES ETF TR80.1K shares3.13%2026-06-302026-07-13

NVDA NVIDIA CORPORATION45.8K shares-4.40%2026-06-302026-07-13

JEPI J P MORGAN EXCHANGE TRADED F159.6K shares12.82%2026-06-302026-07-13

AMZN AMAZON COM INC35.6K shares-2.59%2026-06-302026-07-13

GOOG ALPHABET INC22.4K shares-2.19%2026-06-302026-07-13

BROADCOM INC BROADCOM INC20.7K shares-1.70%2026-06-302026-07-13

Sponsored

TSLA TESLA INC18.1K shares-1.19%2026-06-302026-07-13

MSFT MICROSOFT CORP20.2K shares7.68%2026-06-302026-07-13

GOOGL ALPHABET INC20.2K shares-1.72%2026-06-302026-07-13

QQQ INVESCO QQQ TR9.6K shares-1.46%2026-06-302026-07-13

NUSC NUSHARES ETF TR135.2K shares0.62%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO19.0K shares2.18%2026-06-302026-07-13

WORLD GOLD TR WORLD GOLD TR77.3K shares12.82%2026-06-302026-07-13

HELO J P MORGAN EXCHANGE TRADED F88.0K shares16.85%2026-06-302026-07-13

Sponsored

VSGX VANGUARD WORLD FD69.7K shares10.91%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS104.8K shares0.00%2026-06-302026-07-13

HD HOME DEPOT INC14.3K shares4.62%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC7.8K shares-8.64%2026-06-302026-07-13

LLY ELI LILLY & CO3.6K shares7.18%2026-06-302026-07-13

APPLOVIN CORP APPLOVIN CORP8.0K shares-0.83%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION4.4K shares2.93%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION20.9K shares-0.39%2026-06-302026-07-13

Sponsored

ABBVIE INC ABBVIE INC15.1K shares3.06%2026-06-302026-07-13

TQQQ PROSHARES TR40.7K shares-9.58%2026-06-302026-07-13

VISA INC VISA INC9.3K shares-0.03%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC7.5K shares-2.71%2026-06-302026-07-13

UNP UNION PAC CORP11.2K shares0.78%2026-06-302026-07-13

CVX CHEVRON CORPORATION18.2K shares6.49%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-13

WMT WALMART INC26.4K shares1.62%2026-06-302026-07-13

Sponsored

META PLATFORMS INC META PLATFORMS INC5.2K shares-1.84%2026-06-302026-07-13

AMGN AMGEN INC7.5K shares1.26%2026-06-302026-07-13

CGSD CAPITAL GRP FIXED INCM ETF T102.6K shares4.20%2026-06-302026-07-13

LIN LINDE PLC5.0K shares-0.91%2026-06-302026-07-13

UPRO PROSHARES TR17.9K shares-1.94%2026-06-302026-07-13

VO VANGUARD INDEX FDS31.3K shares288.02%2026-06-302026-07-13

CMF ISHARES TR43.5K shares-11.23%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.5K shares-0.09%2026-06-302026-07-13

Sponsored

NETFLIX INC. NETFLIX INC.26.6K shares0.50%2026-06-302026-07-13

FTCA PUTNAM ETF TRUST255.3K sharesnew addition2026-06-302026-07-13

PG PROCTER & GAMBLE CO12.3K shares-3.74%2026-06-302026-07-13

GLD SPDR GOLD TR4.7K shares-1.75%2026-06-302026-07-13

VXUS VANGUARD STAR FDS19.9K shares0.00%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON6.6K shares4.98%2026-06-302026-07-13

XEL XCEL ENERGY INC19.4K shares10.81%2026-06-302026-07-13

ESGV VANGUARD WORLD FD11.6K shares422.98%2026-06-302026-07-13

Sponsored

UBER UBER TECHNOLOGIES INC19.2K shares1.74%2026-06-302026-07-13

ENSG ENSIGN GROUP INC8.6K shares8.15%2026-06-302026-07-13

LRCX LAM RESEARCH CORP3.1K shares0.00%2026-06-302026-07-13

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.8K shares85.40%2026-06-302026-07-13

MRK MERCK & CO INC10.0K shares-2.01%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC1.1K shares-11.38%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2026-06-302026-07-13

GE GE AEROSPACE3.0K shares6.40%2026-06-302026-07-13

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD11.2K shares-9.72%2026-06-302026-07-13

ABT ABBOTT LABORATORIES11.3K shares-3.69%2026-06-302026-07-13

CAT CATERPILLAR INC919 shares-1.71%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP1.9K shares-1.26%2026-06-302026-07-13

MINT PIMCO ETF TR9.2K shares-2.70%2026-06-302026-07-13

CRM SALESFORCE INC5.9K shares-18.37%2026-06-302026-07-13

CIBR FIRST TR EXCHANGE-TRADED FD9.9K shares-3.66%2026-06-302026-07-13

GDLC GRAYSCALE COINDESK CRYPTO32.8K shares27.70%2026-06-302026-07-13

Sponsored

GWW WW GRAINGER INC604 shares0.33%2026-06-302026-07-13

MCD MCDONALDS CORP3.0K shares0.00%2026-06-302026-07-13

ORACLE CORP ORACLE CORP5.5K shares-0.22%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC8.9K shares11.22%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.0K shares3.09%2026-06-302026-07-13

MCK MCKESSON CORP963 shares-0.52%2026-06-302026-07-13

CVSB MORGAN STANLEY ETF TRUST12.9K shares3.11%2026-06-302026-07-13

MCO MOODYS CORP1.4K shares-0.15%2026-06-302026-07-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF17.3K shares-9.78%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-0.35%2026-06-302026-07-13

XJR ISHARES TR9.9K shares3.88%2026-06-302026-07-13

QCOM QUALCOMM INC2.6K shares0.00%2026-06-302026-07-13

DIS DISNEY WALT CO5.0K shares-2.47%2026-06-302026-07-13

URI UNITED RENTALS INC402 shares2.03%2026-06-302026-07-13

ANET ARISTA NETWORKS INC2.6K shares3.96%2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION6.1K shares5.57%2026-06-302026-07-13

Sponsored

NULV NUSHARES ETF TR8.5K shares3.93%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP3.1K shares1.38%2026-06-302026-07-13

ASTRAZENECA PLC ASTRAZENECA PLC2.2K shares-0.31%2026-06-302026-07-13

COIN COINBASE GLOBAL INC2.7K shares26.81%2026-06-302026-07-13

TM TOYOTA MOTOR CORP2.3K shares0.53%2026-06-302026-07-13

BK BANK OF NY MELLON CORP2.6K shares0.50%2026-06-302026-07-13

PEP PEPSICO INC2.7K shares-4.93%2026-06-302026-07-13

MRVL MARVELL TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-13

Sponsored

TEL TE CONNECTIVITY PLC1.8K shares-0.28%2026-06-302026-07-13

DLR DIGITAL RLTY TR INC2.0K shares0.00%2026-06-302026-07-13

GILD GILEAD SCIENCES INC2.8K shares-3.70%2026-06-302026-07-13

SBUX STARBUCKS CORP3.4K shares13.16%2026-06-302026-07-13

NOK NOKIA CORP25.7K shares0.00%2026-06-302026-07-13

AVTR AVANTOR INC33.2K shares0.00%2026-06-302026-07-13

VTIP VANGUARD MALVERN FDS6.3K shares31.18%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.7K shares0.37%2026-06-302026-07-13

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T11.5K shares14.68%2026-06-302026-07-13

CME CME GROUP INC1.4K shares-0.14%2026-06-302026-07-13

NUE NUCOR CORP1.4K shares-1.68%2026-06-302026-07-13

SHY ISHARES TR3.8K shares-24.33%2026-06-302026-07-13

QUANTA SVCS INC QUANTA SVCS INC420 shares-5.41%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC850 sharesnew addition2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC2.6K shares0.38%2026-06-302026-07-13

SNPS SYNOPSYS INC628 shares0.80%2026-06-302026-07-13

Sponsored

BA BOEING CO1.3K shares0.00%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO802 shares-8.45%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC2.7K shares3.10%2026-06-302026-07-13

KO COCA COLA CO3.3K shares-4.85%2026-06-302026-07-13

SNOWFLAKE INC SNOWFLAKE INC982 sharesnew addition2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC5.9K shares-17.81%2026-06-302026-07-13

MDLZ MONDELEZ INTL INC4.3K sharesnew addition2026-06-302026-07-13

LOW LOWES COS INC1.1K shares1.57%2026-06-302026-07-13

Sponsored

VGT VANGUARD WORLD FD2.0K sharesnew addition2026-06-302026-07-13

ESGE ISHARES INC4.4K sharesnew addition2026-06-302026-07-13

HOOD ROBINHOOD MKTS INC2.4K sharesnew addition2026-06-302026-07-13

GEV GE VERNOVA INC197 sharesnew addition2026-06-302026-07-13

XJH ISHARES TR4.4K sharesnew addition2026-06-302026-07-13

TXN TEXAS INSTRS INC757 sharesnew addition2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-35.79%2026-06-302026-07-13

COLB COLUMBIA BKG SYS INC6.5K sharesnew addition2026-06-302026-07-13

Sponsored

KLAC KLA CORP678 sharesnew addition2026-06-302026-07-13

VUG

VANGUARD INDEX FDS

436.63%

Shares353.8K

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

-10.93%

Shares187.2K

Event2026-06-30

Filed2026-07-13

ISHARES TR

5.55%

Shares37.6K

Event2026-06-30

Filed2026-07-13

FBND

FIDELITY MERRIMACK STR TR

1.18%

Shares577.9K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

8.39%

Shares86.2K

Event2026-06-30

Filed2026-07-13

CGXU

CAPITAL GROUP INTL FOCUS EQT

8.34%

Shares654.3K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

-0.42%

Shares23.8K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-1.64%

Shares53.5K

Event2026-06-30

Filed2026-07-13

VCEB

VANGUARD WORLD FD

0.74%

Shares178.6K

Event2026-06-30

Filed2026-07-13

RSP

INVESCO EXCHANGE TRADED FD T

-1.95%

Shares45.6K

Event2026-06-30

Filed2026-07-13

NULG

NUSHARES ETF TR

3.13%

Shares80.1K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-4.40%

Shares45.8K

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

12.82%

Shares159.6K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-2.59%

Shares35.6K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

-2.19%

Shares22.4K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

-1.70%

Shares20.7K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

-1.19%

Shares18.1K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

7.68%

Shares20.2K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-1.72%

Shares20.2K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

-1.46%

Shares9.6K

Event2026-06-30

Filed2026-07-13

NUSC

NUSHARES ETF TR

0.62%

Shares135.2K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

2.18%

Shares19.0K

Event2026-06-30

Filed2026-07-13

WORLD GOLD TR

12.82%

Shares77.3K

Event2026-06-30

Filed2026-07-13

HELO

J P MORGAN EXCHANGE TRADED F

16.85%

Shares88.0K

Event2026-06-30

Filed2026-07-13

VSGX

VANGUARD WORLD FD

10.91%

Shares69.7K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

0.00%

Shares104.8K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

4.62%

Shares14.3K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-8.64%

Shares7.8K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

7.18%

Shares3.6K

Event2026-06-30

Filed2026-07-13

APPLOVIN CORP

-0.83%

Shares8.0K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

2.93%

Shares4.4K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

-0.39%

Shares20.9K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

3.06%

Shares15.1K

Event2026-06-30

Filed2026-07-13

TQQQ

PROSHARES TR

-9.58%

Shares40.7K

Event2026-06-30

Filed2026-07-13

VISA INC

-0.03%

Shares9.3K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

-2.71%

Shares7.5K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

0.78%

Shares11.2K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

6.49%

Shares18.2K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

1.62%

Shares26.4K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

-1.84%

Shares5.2K

Event2026-06-30

Filed2026-07-13

AMGN

AMGEN INC

1.26%

Shares7.5K

Event2026-06-30

Filed2026-07-13

CGSD

CAPITAL GRP FIXED INCM ETF T

4.20%

Shares102.6K

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

-0.91%

Shares5.0K

Event2026-06-30

Filed2026-07-13

UPRO

PROSHARES TR

-1.94%

Shares17.9K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

288.02%

Shares31.3K

Event2026-06-30

Filed2026-07-13

CMF

ISHARES TR

-11.23%

Shares43.5K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

-0.09%

Shares4.5K

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

0.50%

Shares26.6K

Event2026-06-30

Filed2026-07-13

FTCA

PUTNAM ETF TRUST

New

Shares255.3K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-3.74%

Shares12.3K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

-1.75%

Shares4.7K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

4.98%

Shares6.6K

Event2026-06-30

Filed2026-07-13

XEL

XCEL ENERGY INC

10.81%

Shares19.4K

Event2026-06-30

Filed2026-07-13

ESGV

VANGUARD WORLD FD

422.98%

Shares11.6K

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

1.74%

Shares19.2K

Event2026-06-30

Filed2026-07-13

ENSG

ENSIGN GROUP INC

8.15%

Shares8.6K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

CROWDSTRIKE HLDGS INC

85.40%

Shares1.8K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

-2.01%

Shares10.0K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

-11.38%

Shares1.1K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

6.40%

Shares3.0K

Event2026-06-30

Filed2026-07-13

FTCS

FIRST TR EXCHANGE-TRADED FD

-9.72%

Shares11.2K

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

-3.69%

Shares11.3K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

-1.71%

Shares919

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

-1.26%

Shares1.9K

Event2026-06-30

Filed2026-07-13

MINT

PIMCO ETF TR

-2.70%

Shares9.2K

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

-18.37%

Shares5.9K

Event2026-06-30

Filed2026-07-13

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.66%

Shares9.9K

Event2026-06-30

Filed2026-07-13

GDLC

GRAYSCALE COINDESK CRYPTO

27.70%

Shares32.8K

Event2026-06-30

Filed2026-07-13

GWW

WW GRAINGER INC

0.33%

Shares604

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

-0.22%

Shares5.5K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

11.22%

Shares8.9K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

3.09%

Shares1.0K

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

-0.52%

Shares963

Event2026-06-30

Filed2026-07-13

CVSB

MORGAN STANLEY ETF TRUST

3.11%

Shares12.9K

Event2026-06-30

Filed2026-07-13

MCO

MOODYS CORP

-0.15%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

-9.78%

Shares17.3K

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-13

XJR

ISHARES TR

3.88%

Shares9.9K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

-2.47%

Shares5.0K

Event2026-06-30

Filed2026-07-13

URI

UNITED RENTALS INC

2.03%

Shares402

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

3.96%

Shares2.6K

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

5.57%

Shares6.1K

Event2026-06-30

Filed2026-07-13

NULV

NUSHARES ETF TR

3.93%

Shares8.5K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

1.38%

Shares3.1K

Event2026-06-30

Filed2026-07-13

ASTRAZENECA PLC

-0.31%

Shares2.2K

Event2026-06-30

Filed2026-07-13

COIN

COINBASE GLOBAL INC

26.81%

Shares2.7K

Event2026-06-30

Filed2026-07-13

TOYOTA MOTOR CORP

0.53%

Shares2.3K

Event2026-06-30

Filed2026-07-13

BANK OF NY MELLON CORP

0.50%

Shares2.6K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

-4.93%

Shares2.7K

Event2026-06-30

Filed2026-07-13

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-13

TEL

TE CONNECTIVITY PLC

-0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-13

DLR

DIGITAL RLTY TR INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC

-3.70%

Shares2.8K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

13.16%

Shares3.4K

Event2026-06-30

Filed2026-07-13

NOK

NOKIA CORP

0.00%

Shares25.7K

Event2026-06-30

Filed2026-07-13

AVTR

AVANTOR INC

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-13

VTIP

VANGUARD MALVERN FDS

31.18%

Shares6.3K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-13

CGMU

CAPITAL GRP FIXED INCM ETF T

14.68%

Shares11.5K

Event2026-06-30

Filed2026-07-13

CME

CME GROUP INC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-13

NUE

NUCOR CORP

-1.68%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SHY

ISHARES TR

-24.33%

Shares3.8K

Event2026-06-30

Filed2026-07-13

QUANTA SVCS INC

-5.41%

Shares420

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

New

Shares850

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC

0.38%

Shares2.6K

Event2026-06-30

Filed2026-07-13

SNPS

SYNOPSYS INC

0.80%

Shares628

Event2026-06-30

Filed2026-07-13

BOEING CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

-8.45%

Shares802

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

3.10%

Shares2.7K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

-4.85%

Shares3.3K

Event2026-06-30

Filed2026-07-13

SNOWFLAKE INC

New

Shares982

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

-17.81%

Shares5.9K

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

1.57%

Shares1.1K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

New

Shares2.0K

Event2026-06-30

Filed2026-07-13

ESGE

ISHARES INC

New

Shares4.4K

Event2026-06-30

Filed2026-07-13

HOOD

ROBINHOOD MKTS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

New

Shares197

Event2026-06-30

Filed2026-07-13

XJH

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

New

Shares757

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-35.79%

Shares1.7K

Event2026-06-30

Filed2026-07-13

COLB

COLUMBIA BKG SYS INC

New

Shares6.5K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

New

Shares678

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available