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The Analysis of Diversified Portfolios, Inc.'s Holdings & P&L

Currently, Diversified Portfolios, Inc. holds 201 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in JMTG (+558.7K shares, valued at $28.3M), VCRB (+179.9K shares, valued at $13.9M), VUG (+94.0K shares, valued at $8.1M); decreased their positions in JBND (-403.4K shares, valued at $21.6M), AVEM (-88.6K shares, valued at $8.5M), REET (-140.0K shares, valued at $3.9M); initiated new positions in AVES (+117.4K shares, valued at $7.7M), VCRM (+24.4K shares, valued at $1.9M), VTEL (+10.3K shares, valued at $1.1M).

1M P&L

+19.1M+1.69%

3M P&L

+10.4M+0.92%

HY P&L

-42.2M-3.54%

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/A1.1B

96.8%

2Consumer Electronics9.6M

0.8%

3Drug Manufacturers - General3.6M

0.3%

Top Industries by Stock Count

1N/A146 stocks

79.3%

2Semiconductors4 stocks

2.2%

3Drug Manufacturers - General3 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS462.8K shares1.07%2026-06-302026-08-04

VCRB VANGUARD MALVERN FDS1.4M shares15.06%2026-06-302026-08-04

AVDE AMERICAN CENTY ETF TR994.3K shares6.61%2026-06-302026-08-04

JBND J P MORGAN EXCHANGE TRADED F1.6M shares-20.30%2026-06-302026-08-04

DFSD DIMENSIONAL ETF TRUST1.3M shares-0.11%2026-06-302026-08-04

ICSH ISHARES TR1.1M shares-2.64%2026-06-302026-08-04

AVEM AMERICAN CENTY ETF TR488.3K shares-15.36%2026-06-302026-08-04

DFLV DIMENSIONAL ETF TRUST1.0M shares11.83%2026-06-302026-08-04

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T40.9K shares2.54%2026-06-302026-08-04

JMTG J P MORGAN EXCHANGE TRADED F591.1K shares1727.67%2026-06-302026-08-04

NCLO NUSHARES ETF TR1.2M shares29.38%2026-06-302026-08-04

DFSV DIMENSIONAL ETF TRUST734.8K shares5.66%2026-06-302026-08-04

DFAE DIMENSIONAL ETF TRUST696.7K shares-0.46%2026-06-302026-08-04

ISHARES TR ISHARES TR36.1K shares-0.09%2026-06-302026-08-04

IWV ISHARES TR56.3K shares-0.13%2026-06-302026-08-04

JMUB J P MORGAN EXCHANGE TRADED F380.3K shares40.23%2026-06-302026-08-04

Sponsored

FLOT ISHARES TR373.7K shares-5.08%2026-06-302026-08-04

VTHR VANGUARD SCOTTSDALE FDS57.1K shares-0.11%2026-06-302026-08-04

VPLS VANGUARD MALVERN FDS232.5K shares20.24%2026-06-302026-08-04

VTV VANGUARD INDEX FDS74.9K shares-0.36%2026-06-302026-08-04

DFAI DIMENSIONAL ETF TRUST390.9K shares1.03%2026-06-302026-08-04

ESGV VANGUARD WORLD FD121.5K shares-6.90%2026-06-302026-08-04

DFUV DIMENSIONAL ETF TRUST291.6K shares-0.97%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR380.0K shares-1.60%2026-06-302026-08-04

Sponsored

MUB ISHARES TR116.9K shares-4.71%2026-06-302026-08-04

IWM ISHARES TR39.9K shares-0.56%2026-06-302026-08-04

VTEB VANGUARD MUN BD FDS234.7K shares63.56%2026-06-302026-08-04

CLOI VANECK ETF TRUST223.1K shares81.90%2026-06-302026-08-04

JMST J P MORGAN EXCHANGE TRADED F214.6K shares-11.65%2026-06-302026-08-04

REET ISHARES TR354.5K shares-28.32%2026-06-302026-08-04

VUG VANGUARD INDEX FDS112.6K shares506.68%2026-06-302026-08-04

AAPL APPLE INC33.2K shares39.81%2026-06-302026-08-04

Sponsored

AVUV AMERICAN CENTY ETF TR72.6K shares1.55%2026-06-302026-08-04

VSGX VANGUARD WORLD FD106.0K shares-11.21%2026-06-302026-08-04

ITOT ISHARES TR52.0K shares0.37%2026-06-302026-08-04

DFAU DIMENSIONAL ETF TRUST162.1K shares-0.53%2026-06-302026-08-04

AVES AMERICAN CENTY ETF TR117.4K sharesnew addition2026-06-302026-08-04

EVSM MORGAN STANLEY ETF TRUST150.3K shares85.05%2026-06-302026-08-04

IUSB ISHARES TR155.1K shares-1.71%2026-06-302026-08-04

BSV VANGUARD BD INDEX FDS89.1K shares-6.61%2026-06-302026-08-04

Sponsored

MDY STATE STR SPDR S&P MIDCAP 409.5K shares-2.03%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR220.3K shares-2.02%2026-06-302026-08-04

IWD ISHARES TR24.4K shares-0.42%2026-06-302026-08-04

TOTL SSGA ACTIVE ETF TR147.3K shares-36.71%2026-06-302026-08-04

IGSB ISHARES TR102.6K shares0.00%2026-06-302026-08-04

DFAT DIMENSIONAL ETF TRUST69.7K shares0.00%2026-06-302026-08-04

IWF ISHARES TR39.2K shares307.19%2026-06-302026-08-04

IVW ISHARES TR33.4K shares0.00%2026-06-302026-08-04

Sponsored

VMBS VANGUARD SCOTTSDALE FDS95.4K shares12.86%2026-06-302026-08-04

VBR VANGUARD INDEX FDS17.8K shares0.35%2026-06-302026-08-04

VONG VANGUARD SCOTTSDALE FDS33.8K shares-0.04%2026-06-302026-08-04

VNQ VANGUARD INDEX FDS42.6K shares-18.21%2026-06-302026-08-04

SUB ISHARES TR37.5K shares-13.21%2026-06-302026-08-04

DFCF DIMENSIONAL ETF TRUST90.9K shares22.09%2026-06-302026-08-04

IJR ISHARES TR25.2K shares-4.20%2026-06-302026-08-04

VOOG VANGUARD ADMIRAL FDS INC44.1K shares500.00%2026-06-302026-08-04

Sponsored

VYM VANGUARD WHITEHALL FDS21.8K shares-0.15%2026-06-302026-08-04

AMZN AMAZON COM INC14.3K shares4.54%2026-06-302026-08-04

IEMG ISHARES INC40.0K shares-11.01%2026-06-302026-08-04

JPLD J P MORGAN EXCHANGE TRADED F59.9K shares6.94%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS43.1K shares-4.64%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS38.0K shares0.21%2026-06-302026-08-04

IJH ISHARES TR38.7K shares-1.15%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR105.2K shares4.94%2026-06-302026-08-04

Sponsored

VOO VANGUARD INDEX FDS4.2K shares5.57%2026-06-302026-08-04

HYMB SPDR SERIES TRUST114.1K shares8.43%2026-06-302026-08-04

MUNI PIMCO ETF TR53.3K shares980.38%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS33.8K shares-14.83%2026-06-302026-08-04

QQQ INVESCO QQQ TR3.7K shares12.22%2026-06-302026-08-04

DFUS DIMENSIONAL ETF TRUST32.0K shares18.64%2026-06-302026-08-04

UMBF UMB FINL CORP17.8K shares-0.53%2026-06-302026-08-04

BIV VANGUARD BD INDEX FDS33.1K shares-8.52%2026-06-302026-08-04

Sponsored

IGIB ISHARES TR45.1K shares67.55%2026-06-302026-08-04

LLY ELI LILLY & CO1.9K shares-7.47%2026-06-302026-08-04

MSFT MICROSOFT CORP5.6K shares34.99%2026-06-302026-08-04

BBBS BONDBLOXX ETF TRUST38.8K shares-16.36%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST35.9K shares54.07%2026-06-302026-08-04

AVSU AMERICAN CENTY ETF TR21.4K shares0.00%2026-06-302026-08-04

FLXR TCW ETF TRUST48.2K shares16.59%2026-06-302026-08-04

VTES VANGUARD WELLINGTON FD18.4K shares-7.10%2026-06-302026-08-04

Sponsored

VCRM VANGUARD MUN BD FDS24.4K sharesnew addition2026-06-302026-08-04

JAAA JANUS DETROIT STR TR36.0K shares32.04%2026-06-302026-08-04

VONV VANGUARD SCOTTSDALE FDS15.9K shares0.00%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.1K shares10.09%2026-06-302026-08-04

PRF INVESCO EXCHANGE TRADED FD T30.8K shares0.00%2026-06-302026-08-04

IVE ISHARES TR7.3K shares0.69%2026-06-302026-08-04

ABBVIE INC ABBVIE INC6.6K shares34.01%2026-06-302026-08-04

CLOB VANECK ETF TRUST31.3K shares7.42%2026-06-302026-08-04

Sponsored

SPYV SPDR SERIES TRUST24.8K shares0.00%2026-06-302026-08-04

EFA ISHARES TR14.4K shares0.78%2026-06-302026-08-04

SGOV ISHARES TR14.7K shares-2.67%2026-06-302026-08-04

JSCP J P MORGAN EXCHANGE TRADED F31.2K shares31.06%2026-06-302026-08-04

BIL SPDR SERIES TRUST15.4K shares-35.99%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F23.4K shares-4.93%2026-06-302026-08-04

JBBB JANUS DETROIT STR TR29.4K shares15.26%2026-06-302026-08-04

BRK.B BERKSHIRE HATHAWAY INC DEL2.6K shares2.95%2026-06-302026-08-04

Sponsored

NVDA NVIDIA CORPORATION6.3K shares48.15%2026-06-302026-08-04

VXUS VANGUARD STAR FDS14.4K shares10.05%2026-06-302026-08-04

GOOGL ALPHABET INC3.3K shares55.80%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON4.4K shares140.11%2026-06-302026-08-04

VB VANGUARD INDEX FDS3.6K shares-4.35%2026-06-302026-08-04

VTEL VANGUARD MUN BD FDS10.3K sharesnew addition2026-06-302026-08-04

CMF ISHARES TR18.2K shares28.72%2026-06-302026-08-04

AVUS AMERICAN CENTY ETF TR7.9K shares0.00%2026-06-302026-08-04

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares102.76%2026-06-302026-08-04

FNDF SCHWAB STRATEGIC TR18.1K shares0.00%2026-06-302026-08-04

CVNA CARVANA CO14.3K shares338.04%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP6.8K shares3.46%2026-06-302026-08-04

NULV NUSHARES ETF TR18.6K shares-3.44%2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP1.8K shares1.30%2026-06-302026-08-04

VO VANGUARD INDEX FDS10.9K shares300.48%2026-06-302026-08-04

UYLD ANGEL OAK FUNDS TRUST16.8K shares23.20%2026-06-302026-08-04

Sponsored

HD HOME DEPOT INC2.4K shares66.39%2026-06-302026-08-04

MBB ISHARES TR8.7K shares0.00%2026-06-302026-08-04

AVLV AMERICAN CENTY ETF TR9.0K shares0.00%2026-06-302026-08-04

CALI BLACKROCK ETF TRUST II15.8K shares42.93%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST9.5K shares0.00%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares2.45%2026-06-302026-08-04

IWN ISHARES TR3.5K shares-2.80%2026-06-302026-08-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-04

Sponsored

AVSD AMERICAN CENTY ETF TR9.3K shares0.00%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F13.0K shares-0.51%2026-06-302026-08-04

VCLT VANGUARD SCOTTSDALE FDS9.7K shares76.09%2026-06-302026-08-04

IWB ISHARES TR1.7K shares-4.11%2026-06-302026-08-04

GOOG ALPHABET INC2.0K shares-0.56%2026-06-302026-08-04

SHYG ISHARES TR16.3K shares0.00%2026-06-302026-08-04

VISA INC VISA INC1.9K shares4.26%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC624 shares6.12%2026-06-302026-08-04

Sponsored

MMIT NEW YORK LIFE INVTS ACTIVE E25.7K sharesnew addition2026-06-302026-08-04

ORACLE CORP ORACLE CORP4.2K shares94.71%2026-06-302026-08-04

AVRE AMERICAN CENTY ETF TR12.9K shares-9.45%2026-06-302026-08-04

EEM ISHARES TR8.9K shares-1.52%2026-06-302026-08-04

IWO ISHARES TR1.5K shares0.00%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC4.7K sharesnew addition2026-06-302026-08-04

DE DEERE & CO852 shares2.28%2026-06-302026-08-04

GE GE AEROSPACE1.4K sharesnew addition2026-06-302026-08-04

Sponsored

IWR ISHARES TR4.8K shares41.14%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2026-06-302026-08-04

JCPB J P MORGAN EXCHANGE TRADED F11.2K sharesnew addition2026-06-302026-08-04

ISTB ISHARES TR10.5K shares0.00%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC433 sharesnew addition2026-06-302026-08-04

VGT VANGUARD WORLD FD4.2K shares661.43%2026-06-302026-08-04

SHY ISHARES TR5.9K shares-5.76%2026-06-302026-08-04

DOV DOVER CORP2.1K sharesnew addition2026-06-302026-08-04

Sponsored

BND VANGUARD BD INDEX FDS6.5K shares0.00%2026-06-302026-08-04

DVY ISHARES TR3.0K shares48.40%2026-06-302026-08-04

PYLD PIMCO ETF TR17.4K shares0.00%2026-06-302026-08-04

GEV GE VERNOVA INC387 sharesnew addition2026-06-302026-08-04

GLW CORNING INC1.7K shares16.84%2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR11.9K shares-1.95%2026-06-302026-08-04

ABT ABBOTT LABORATORIES4.7K shares25.35%2026-06-302026-08-04

LQD ISHARES TR3.9K sharesnew addition2026-06-302026-08-04

Sponsored

META PLATFORMS INC META PLATFORMS INC746 shares80.63%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION2.1K shares49.27%2026-06-302026-08-04

SMB VANECK ETF TRUST22.4K shares-11.96%2026-06-302026-08-04

QUAL ISHARES TR1.7K shares0.00%2026-06-302026-08-04

CAT CATERPILLAR INC355 shares-37.72%2026-06-302026-08-04

ISHARES TR ISHARES TR3.8K shares-5.34%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND700 shares0.00%2026-06-302026-08-04

DFAR DIMENSIONAL ETF TRUST14.0K shares-60.77%2026-06-302026-08-04

Sponsored

AMD ADVANCED MICRO DEVICES INC599 sharesnew addition2026-06-302026-08-04

DTE DTE ENERGY CO2.2K shares7.19%2026-06-302026-08-04

IWP ISHARES TR2.1K shares0.00%2026-06-302026-08-04

DIS DISNEY WALT CO3.2K sharesnew addition2026-06-302026-08-04

JPST J P MORGAN EXCHANGE TRADED F6.1K shares-10.88%2026-06-302026-08-04

ETN EATON CORP PLC703 shares3.08%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC627 sharesnew addition2026-06-302026-08-04

ISHARES TR ISHARES TR3.1K shares0.00%2026-06-302026-08-04

Sponsored

BROADCOM INC BROADCOM INC787 sharesnew addition2026-06-302026-08-04

FSMD FIDELITY COVINGTON TRUST5.6K shares-4.83%2026-06-302026-08-04

CHAT TIDAL TRUST II2.9K sharesnew addition2026-06-302026-08-04

WMT WALMART INC2.5K sharesnew addition2026-06-302026-08-04

EAGG ISHARES TR5.8K shares0.00%2026-06-302026-08-04

USHY ISHARES TR7.4K shares-4.96%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.3.7K shares25.32%2026-06-302026-08-04

SCHD SCHWAB STRATEGIC TR8.2K sharesnew addition2026-06-302026-08-04

Sponsored

SCHA SCHWAB STRATEGIC TR7.1K shares-6.60%2026-06-302026-08-04

XLI SELECT SECTOR SPDR TR1.4K shares0.00%2026-06-302026-08-04

VV VANGUARD INDEX FDS741 shares0.27%2026-06-302026-08-04

FNDX SCHWAB STRATEGIC TR8.2K shares0.00%2026-06-302026-08-04

GLD SPDR GOLD TR688 shares-2.27%2026-06-302026-08-04

XLF SELECT SECTOR SPDR TR4.7K shares0.00%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR8.6K shares0.02%2026-06-302026-08-04

ICF ISHARES TR3.7K shares-3.62%2026-06-302026-08-04

Sponsored

TSLA TESLA INC589 sharesnew addition2026-06-302026-08-04

URI UNITED RENTALS INC217 sharesnew addition2026-06-302026-08-04

JPIE J P MORGAN EXCHANGE TRADED F5.3K shares6.75%2026-06-302026-08-04

CGSM CAPITAL GRP FIXED INCM ETF T9.1K sharesnew addition2026-06-302026-08-04

WELL WELLTOWER INC1.1K shares3.22%2026-06-302026-08-04

EMR EMERSON ELEC CO1.6K sharesnew addition2026-06-302026-08-04

BA BOEING CO1.0K sharesnew addition2026-06-302026-08-04

FDL FIRST TR EXCHANGE-TRADED FD4.6K sharesnew addition2026-06-302026-08-04

Sponsored

CARY ANGEL OAK FUNDS TRUST10.6K sharesnew addition2026-06-302026-08-04

CVX CHEVRON CORPORATION1.3K shares16.30%2026-06-302026-08-04

SCHK SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-08-04

AMGN AMGEN INC591 sharesnew addition2026-06-302026-08-04

IJS ISHARES TR1.5K sharesnew addition2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS722 sharesnew addition2026-06-302026-08-04

SYY SYSCO CORP2.4K sharesnew addition2026-06-302026-08-04

EXG EATON VANCE TAX-MANAGED GLOB19.9K shares0.00%2026-06-302026-08-04

Sponsored

AUR AURORA INNOVATION INC14.0K shares0.00%2026-06-302026-08-04

VANGUARD INDEX FDS

1.07%

Shares462.8K

Event2026-06-30

Filed2026-08-04

VCRB

VANGUARD MALVERN FDS

15.06%

Shares1.4M

Event2026-06-30

Filed2026-08-04

AVDE

AMERICAN CENTY ETF TR

6.61%

Shares994.3K

Event2026-06-30

Filed2026-08-04

JBND

J P MORGAN EXCHANGE TRADED F

-20.30%

Shares1.6M

Event2026-06-30

Filed2026-08-04

DFSD

DIMENSIONAL ETF TRUST

-0.11%

Shares1.3M

Event2026-06-30

Filed2026-08-04

ICSH

ISHARES TR

-2.64%

Shares1.1M

Event2026-06-30

Filed2026-08-04

AVEM

AMERICAN CENTY ETF TR

-15.36%

Shares488.3K

Event2026-06-30

Filed2026-08-04

DFLV

DIMENSIONAL ETF TRUST

11.83%

Shares1.0M

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

2.54%

Shares40.9K

Event2026-06-30

Filed2026-08-04

JMTG

J P MORGAN EXCHANGE TRADED F

1727.67%

Shares591.1K

Event2026-06-30

Filed2026-08-04

NCLO

NUSHARES ETF TR

29.38%

Shares1.2M

Event2026-06-30

Filed2026-08-04

DFSV

DIMENSIONAL ETF TRUST

5.66%

Shares734.8K

Event2026-06-30

Filed2026-08-04

DFAE

DIMENSIONAL ETF TRUST

-0.46%

Shares696.7K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-0.09%

Shares36.1K

Event2026-06-30

Filed2026-08-04

IWV

ISHARES TR

-0.13%

Shares56.3K

Event2026-06-30

Filed2026-08-04

JMUB

J P MORGAN EXCHANGE TRADED F

40.23%

Shares380.3K

Event2026-06-30

Filed2026-08-04

FLOT

ISHARES TR

-5.08%

Shares373.7K

Event2026-06-30

Filed2026-08-04

VTHR

VANGUARD SCOTTSDALE FDS

-0.11%

Shares57.1K

Event2026-06-30

Filed2026-08-04

VPLS

VANGUARD MALVERN FDS

20.24%

Shares232.5K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

-0.36%

Shares74.9K

Event2026-06-30

Filed2026-08-04

DFAI

DIMENSIONAL ETF TRUST

1.03%

Shares390.9K

Event2026-06-30

Filed2026-08-04

ESGV

VANGUARD WORLD FD

-6.90%

Shares121.5K

Event2026-06-30

Filed2026-08-04

DFUV

DIMENSIONAL ETF TRUST

-0.97%

Shares291.6K

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

-1.60%

Shares380.0K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

-4.71%

Shares116.9K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-0.56%

Shares39.9K

Event2026-06-30

Filed2026-08-04

VTEB

VANGUARD MUN BD FDS

63.56%

Shares234.7K

Event2026-06-30

Filed2026-08-04

CLOI

VANECK ETF TRUST

81.90%

Shares223.1K

Event2026-06-30

Filed2026-08-04

JMST

J P MORGAN EXCHANGE TRADED F

-11.65%

Shares214.6K

Event2026-06-30

Filed2026-08-04

REET

ISHARES TR

-28.32%

Shares354.5K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

506.68%

Shares112.6K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

39.81%

Shares33.2K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

1.55%

Shares72.6K

Event2026-06-30

Filed2026-08-04

VSGX

VANGUARD WORLD FD

-11.21%

Shares106.0K

Event2026-06-30

Filed2026-08-04

ITOT

ISHARES TR

0.37%

Shares52.0K

Event2026-06-30

Filed2026-08-04

DFAU

DIMENSIONAL ETF TRUST

-0.53%

Shares162.1K

Event2026-06-30

Filed2026-08-04

AVES

AMERICAN CENTY ETF TR

New

Shares117.4K

Event2026-06-30

Filed2026-08-04

EVSM

MORGAN STANLEY ETF TRUST

85.05%

Shares150.3K

Event2026-06-30

Filed2026-08-04

IUSB

ISHARES TR

-1.71%

Shares155.1K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

-6.61%

Shares89.1K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

-2.03%

Shares9.5K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

-2.02%

Shares220.3K

Event2026-06-30

Filed2026-08-04

IWD

ISHARES TR

-0.42%

Shares24.4K

Event2026-06-30

Filed2026-08-04

TOTL

SSGA ACTIVE ETF TR

-36.71%

Shares147.3K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

0.00%

Shares102.6K

Event2026-06-30

Filed2026-08-04

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares69.7K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

307.19%

Shares39.2K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

0.00%

Shares33.4K

Event2026-06-30

Filed2026-08-04

VMBS

VANGUARD SCOTTSDALE FDS

12.86%

Shares95.4K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

0.35%

Shares17.8K

Event2026-06-30

Filed2026-08-04

VONG

VANGUARD SCOTTSDALE FDS

-0.04%

Shares33.8K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

-18.21%

Shares42.6K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

-13.21%

Shares37.5K

Event2026-06-30

Filed2026-08-04

DFCF

DIMENSIONAL ETF TRUST

22.09%

Shares90.9K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

-4.20%

Shares25.2K

Event2026-06-30

Filed2026-08-04

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares44.1K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

-0.15%

Shares21.8K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

4.54%

Shares14.3K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

-11.01%

Shares40.0K

Event2026-06-30

Filed2026-08-04

JPLD

J P MORGAN EXCHANGE TRADED F

6.94%

Shares59.9K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-4.64%

Shares43.1K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

0.21%

Shares38.0K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

-1.15%

Shares38.7K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

4.94%

Shares105.2K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

5.57%

Shares4.2K

Event2026-06-30

Filed2026-08-04

HYMB

SPDR SERIES TRUST

8.43%

Shares114.1K

Event2026-06-30

Filed2026-08-04

MUNI

PIMCO ETF TR

980.38%

Shares53.3K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

-14.83%

Shares33.8K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

12.22%

Shares3.7K

Event2026-06-30

Filed2026-08-04

DFUS

DIMENSIONAL ETF TRUST

18.64%

Shares32.0K

Event2026-06-30

Filed2026-08-04

UMBF

UMB FINL CORP

-0.53%

Shares17.8K

Event2026-06-30

Filed2026-08-04

BIV

VANGUARD BD INDEX FDS

-8.52%

Shares33.1K

Event2026-06-30

Filed2026-08-04

IGIB

ISHARES TR

67.55%

Shares45.1K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

-7.47%

Shares1.9K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

34.99%

Shares5.6K

Event2026-06-30

Filed2026-08-04

BBBS

BONDBLOXX ETF TRUST

-16.36%

Shares38.8K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

54.07%

Shares35.9K

Event2026-06-30

Filed2026-08-04

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares21.4K

Event2026-06-30

Filed2026-08-04

FLXR

TCW ETF TRUST

16.59%

Shares48.2K

Event2026-06-30

Filed2026-08-04

VTES

VANGUARD WELLINGTON FD

-7.10%

Shares18.4K

Event2026-06-30

Filed2026-08-04

VCRM

VANGUARD MUN BD FDS

New

Shares24.4K

Event2026-06-30

Filed2026-08-04

JAAA

JANUS DETROIT STR TR

32.04%

Shares36.0K

Event2026-06-30

Filed2026-08-04

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares15.9K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

10.09%

Shares5.1K

Event2026-06-30

Filed2026-08-04

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares30.8K

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

0.69%

Shares7.3K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

34.01%

Shares6.6K

Event2026-06-30

Filed2026-08-04

CLOB

VANECK ETF TRUST

7.42%

Shares31.3K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

0.00%

Shares24.8K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

0.78%

Shares14.4K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

-2.67%

Shares14.7K

Event2026-06-30

Filed2026-08-04

JSCP

J P MORGAN EXCHANGE TRADED F

31.06%

Shares31.2K

Event2026-06-30

Filed2026-08-04

BIL

SPDR SERIES TRUST

-35.99%

Shares15.4K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

-4.93%

Shares23.4K

Event2026-06-30

Filed2026-08-04

JBBB

JANUS DETROIT STR TR

15.26%

Shares29.4K

Event2026-06-30

Filed2026-08-04

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.95%

Shares2.6K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

48.15%

Shares6.3K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

10.05%

Shares14.4K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

55.80%

Shares3.3K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

140.11%

Shares4.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-4.35%

Shares3.6K

Event2026-06-30

Filed2026-08-04

VTEL

VANGUARD MUN BD FDS

New

Shares10.3K

Event2026-06-30

Filed2026-08-04

CMF

ISHARES TR

28.72%

Shares18.2K

Event2026-06-30

Filed2026-08-04

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

102.76%

Shares1.0K

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares18.1K

Event2026-06-30

Filed2026-08-04

CVNA

CARVANA CO

338.04%

Shares14.3K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

3.46%

Shares6.8K

Event2026-06-30

Filed2026-08-04

NULV

NUSHARES ETF TR

-3.44%

Shares18.6K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

1.30%

Shares1.8K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

300.48%

Shares10.9K

Event2026-06-30

Filed2026-08-04

UYLD

ANGEL OAK FUNDS TRUST

23.20%

Shares16.8K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

66.39%

Shares2.4K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-04

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-04

CALI

BLACKROCK ETF TRUST II

42.93%

Shares15.8K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

2.45%

Shares1.5K

Event2026-06-30

Filed2026-08-04

IWN

ISHARES TR

-2.80%

Shares3.5K

Event2026-06-30

Filed2026-08-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-04

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-0.51%

Shares13.0K

Event2026-06-30

Filed2026-08-04

VCLT

VANGUARD SCOTTSDALE FDS

76.09%

Shares9.7K

Event2026-06-30

Filed2026-08-04

IWB

ISHARES TR

-4.11%

Shares1.7K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-0.56%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SHYG

ISHARES TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-08-04

VISA INC

4.26%

Shares1.9K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

6.12%

Shares624

Event2026-06-30

Filed2026-08-04

MMIT

NEW YORK LIFE INVTS ACTIVE E

New

Shares25.7K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

94.71%

Shares4.2K

Event2026-06-30

Filed2026-08-04

AVRE

AMERICAN CENTY ETF TR

-9.45%

Shares12.9K

Event2026-06-30

Filed2026-08-04

EEM

ISHARES TR

-1.52%

Shares8.9K

Event2026-06-30

Filed2026-08-04

IWO

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

New

Shares4.7K

Event2026-06-30

Filed2026-08-04

DEERE & CO

2.28%

Shares852

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

New

Shares1.4K

Event2026-06-30

Filed2026-08-04

IWR

ISHARES TR

41.14%

Shares4.8K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares11.2K

Event2026-06-30

Filed2026-08-04

ISTB

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

New

Shares433

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

661.43%

Shares4.2K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-5.76%

Shares5.9K

Event2026-06-30

Filed2026-08-04

DOV

DOVER CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

48.40%

Shares3.0K

Event2026-06-30

Filed2026-08-04

PYLD

PIMCO ETF TR

0.00%

Shares17.4K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

New

Shares387

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

16.84%

Shares1.7K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

-1.95%

Shares11.9K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

25.35%

Shares4.7K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

New

Shares3.9K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

80.63%

Shares746

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

49.27%

Shares2.1K

Event2026-06-30

Filed2026-08-04

SMB

VANECK ETF TRUST

-11.96%

Shares22.4K

Event2026-06-30

Filed2026-08-04

QUAL

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

-37.72%

Shares355

Event2026-06-30

Filed2026-08-04

ISHARES TR

-5.34%

Shares3.8K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares700

Event2026-06-30

Filed2026-08-04

DFAR

DIMENSIONAL ETF TRUST

-60.77%

Shares14.0K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

New

Shares599

Event2026-06-30

Filed2026-08-04

DTE

DTE ENERGY CO

7.19%

Shares2.2K

Event2026-06-30

Filed2026-08-04

IWP

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

New

Shares3.2K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

-10.88%

Shares6.1K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

3.08%

Shares703

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares627

Event2026-06-30

Filed2026-08-04

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

New

Shares787

Event2026-06-30

Filed2026-08-04

FSMD

FIDELITY COVINGTON TRUST

-4.83%

Shares5.6K

Event2026-06-30

Filed2026-08-04

CHAT

TIDAL TRUST II

New

Shares2.9K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

New

Shares2.5K

Event2026-06-30

Filed2026-08-04

EAGG

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-04

USHY

ISHARES TR

-4.96%

Shares7.4K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

25.32%

Shares3.7K

Event2026-06-30

Filed2026-08-04

SCHD

SCHWAB STRATEGIC TR

New

Shares8.2K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

-6.60%

Shares7.1K

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.27%

Shares741

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

-2.27%

Shares688

Event2026-06-30

Filed2026-08-04

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

0.02%

Shares8.6K

Event2026-06-30

Filed2026-08-04

ICF

ISHARES TR

-3.62%

Shares3.7K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

New

Shares589

Event2026-06-30

Filed2026-08-04

URI

UNITED RENTALS INC

New

Shares217

Event2026-06-30

Filed2026-08-04

JPIE

J P MORGAN EXCHANGE TRADED F

6.75%

Shares5.3K

Event2026-06-30

Filed2026-08-04

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares9.1K

Event2026-06-30

Filed2026-08-04

WELL

WELLTOWER INC

3.22%

Shares1.1K

Event2026-06-30

Filed2026-08-04

EMR

EMERSON ELEC CO

New

Shares1.6K

Event2026-06-30

Filed2026-08-04

BOEING CO

New

Shares1.0K

Event2026-06-30

Filed2026-08-04

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares4.6K

Event2026-06-30

Filed2026-08-04

CARY

ANGEL OAK FUNDS TRUST

New

Shares10.6K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

16.30%

Shares1.3K

Event2026-06-30

Filed2026-08-04

SCHK

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

New

Shares591

Event2026-06-30

Filed2026-08-04

IJS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares722

Event2026-06-30

Filed2026-08-04

SYY

SYSCO CORP

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares19.9K

Event2026-06-30

Filed2026-08-04

AUR

AURORA INNOVATION INC

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available