Sponsored

The Analysis of Family Investment Center, Inc.'s Holdings & P&L

Currently, Family Investment Center, Inc. holds 120 types of securities in its portfolio with a total value $602.2M. In the most recent quarter, they have increased their positions in PYLD (+260.2K shares, valued at $6.9M), VO (+77.4K shares, valued at $6.2M), BIV (+71.8K shares, valued at $5.5M); decreased their positions in SPMO (-29.1K shares, valued at $4.7M), JPST (-71.6K shares, valued at $3.6M), JIRE (-24.4K shares, valued at $2.0M); initiated new positions in AMD (+2.3K shares, valued at $1.3M), SNDK (+275 shares, valued at $625.3K), LLY (+521 shares, valued at $624.9K).

1M P&L

-8.9M-1.53%

3M P&L

-14.1M-2.40%

HY P&L

+15.1M+2.71%

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/A563.0M

95.4%

2Semiconductors5.3M

0.9%

3Consumer Electronics2.6M

0.4%

Top Industries by Stock Count

1N/A63 stocks

60.0%

2Semiconductors4 stocks

3.8%

3Computer Hardware3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS1.0M shares7.42%2026-06-302026-07-23

PYLD PIMCO ETF TR2.4M shares12.21%2026-06-302026-07-23

SPMO INVESCO EXCH TRADED FD TR II330.2K shares-8.11%2026-06-302026-07-23

RISR TIDAL TRUST I1.3M shares12.13%2026-06-302026-07-23

SPHQ INVESCO EXCHANGE TRADED FD T535.3K shares2.78%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR512.3K shares12.25%2026-06-302026-07-23

DFEV DIMENSIONAL ETF TRUST604.1K shares6.08%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F439.8K shares-13.99%2026-06-302026-07-23

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F250.1K shares-8.89%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR135.3K shares2.94%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS67.6K shares-2.30%2026-06-302026-07-23

XMMO INVESCO EXCHANGE TRADED FD T93.1K shares-4.74%2026-06-302026-07-23

AVMV AMERICAN CENTY ETF TR173.0K shares7.49%2026-06-302026-07-23

VYMI VANGUARD WHITEHALL FDS139.9K shares-1.26%2026-06-302026-07-23

XSMO INVESCO EXCHANGE TRADED FD T110.5K shares6.04%2026-06-302026-07-23

VO VANGUARD INDEX FDS103.6K shares294.87%2026-06-302026-07-23

Sponsored

VB VANGUARD INDEX FDS23.6K shares-0.92%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR224.2K shares-2.65%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR144.3K shares-0.99%2026-06-302026-07-23

VOO VANGUARD INDEX FDS6.7K shares-0.90%2026-06-302026-07-23

ONEY SPDR SERIES TRUST35.0K shares-2.64%2026-06-302026-07-23

ISHARES TR ISHARES TR40.8K shares2.38%2026-06-302026-07-23

VIGI VANGUARD WHITEHALL FDS35.7K shares4.05%2026-06-302026-07-23

VXUS VANGUARD STAR FDS32.4K shares-0.50%2026-06-302026-07-23

Sponsored

AAPL APPLE INC9.0K shares6.66%2026-06-302026-07-23

LDUR PIMCO ETF TR25.6K shares-0.88%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP6.5K shares0.00%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC1.7K shares83.25%2026-06-302026-07-23

QQQ INVESCO QQQ TR2.7K shares-17.46%2026-06-302026-07-23

XMHQ INVESCO EXCHANGE TRADED FD T15.3K shares-21.80%2026-06-302026-07-23

IEMG ISHARES INC19.0K shares-0.49%2026-06-302026-07-23

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR33.6K shares33.65%2026-06-302026-07-23

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F29.6K shares129.78%2026-06-302026-07-23

FLJH FRANKLIN TEMPLETON ETF TR32.0K shares-1.76%2026-06-302026-07-23

NVDA NVIDIA CORPORATION6.9K shares138.64%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP9.9K shares0.01%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC2.3K sharesnew addition2026-06-302026-07-23

WDC WESTERN DIGITAL CORP2.0K shares93.85%2026-06-302026-07-23

GEV GE VERNOVA INC1.1K shares350.63%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR28.8K shares-0.93%2026-06-302026-07-23

Sponsored

IGE ISHARES TR18.1K shares10.37%2026-06-302026-07-23

VDC VANGUARD WORLD FD4.4K shares43.16%2026-06-302026-07-23

AMZN AMAZON COM INC4.1K shares205.73%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST11.9K shares-0.87%2026-06-302026-07-23

SCHO SCHWAB STRATEGIC TR38.3K shares3.40%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares-0.56%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS17.2K shares-0.34%2026-06-302026-07-23

IWF ISHARES TR6.8K shares295.28%2026-06-302026-07-23

Sponsored

GOOG ALPHABET INC2.3K shares174.16%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-06-302026-07-23

SNDK SANDISK CORP275 sharesnew addition2026-06-302026-07-23

LLY ELI LILLY & CO521 sharesnew addition2026-06-302026-07-23

GLW CORNING INC2.4K sharesnew addition2026-06-302026-07-23

VBR VANGUARD INDEX FDS2.5K shares0.28%2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.6K sharesnew addition2026-06-302026-07-23

INCY INCYTE CORP5.2K sharesnew addition2026-06-302026-07-23

Sponsored

WMT WALMART INC5.0K shares0.00%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC1.9K sharesnew addition2026-06-302026-07-23

SCHR SCHWAB STRATEGIC TR22.8K shares0.98%2026-06-302026-07-23

HD HOME DEPOT INC1.5K shares-1.65%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR5.6K shares3.20%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION576 sharesnew addition2026-06-302026-07-23

GILD GILEAD SCIENCES INC4.1K shares179.62%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR18.6K shares0.34%2026-06-302026-07-23

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.3K shares34.26%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.0K sharesnew addition2026-06-302026-07-23

JBL JABIL INC1.2K sharesnew addition2026-06-302026-07-23

IAUM ISHARES GOLD TRUST MICRO10.8K shares-39.48%2026-06-302026-07-23

GOOGL ALPHABET INC1.2K shares23.69%2026-06-302026-07-23

VOE VANGUARD INDEX FDS2.2K shares-0.23%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.8K sharesnew addition2026-06-302026-07-23

BKR BAKER HUGHES COMPANY7.2K sharesnew addition2026-06-302026-07-23

Sponsored

NEM NEWMONT CORP3.9K sharesnew addition2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC4.0K shares0.00%2026-06-302026-07-23

BA BOEING CO1.7K shares0.00%2026-06-302026-07-23

VLO VALERO ENERGY CORP1.4K sharesnew addition2026-06-302026-07-23

MPC MARATHON PETE CORP1.4K sharesnew addition2026-06-302026-07-23

MSFT MICROSOFT CORP933 shares-49.10%2026-06-302026-07-23

IRM IRON MTN INC DEL2.7K sharesnew addition2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares-7.38%2026-06-302026-07-23

Sponsored

TSLA TESLA INC800 shares0.00%2026-06-302026-07-23

F FORD MTR CO23.9K shares-0.10%2026-06-302026-07-23

CVX CHEVRON CORPORATION2.0K shares-3.51%2026-06-302026-07-23

LUMENTUM HLDGS INC LUMENTUM HLDGS INC376 sharesnew addition2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR10.8K shares0.31%2026-06-302026-07-23

SGOV ISHARES TR3.1K shares-1.26%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC561 shares52.86%2026-06-302026-07-23

MNST MONSTER BEVERAGE CORP NEW3.3K sharesnew addition2026-06-302026-07-23

Sponsored

EXPE EXPEDIA GROUP INC1.2K sharesnew addition2026-06-302026-07-23

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A683 sharesnew addition2026-06-302026-07-23

APPLOVIN CORP APPLOVIN CORP603 sharesnew addition2026-06-302026-07-23

TER TERADYNE INC630 sharesnew addition2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC699 sharesnew addition2026-06-302026-07-23

CORTEVA INC CORTEVA INC3.5K sharesnew addition2026-06-302026-07-23

PG PROCTER & GAMBLE CO2.0K shares0.00%2026-06-302026-07-23

MUB ISHARES TR2.7K shares0.00%2026-06-302026-07-23

Sponsored

DLTR DOLLAR TREE INC2.4K sharesnew addition2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST3.4K shares0.00%2026-06-302026-07-23

ILCG ISHARES TR2.4K shares0.00%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR3.2K shares0.22%2026-06-302026-07-23

AMKR AMKOR TECHNOLOGY INC2.9K sharesnew addition2026-06-302026-07-23

TPYP TORTOISE CAPITAL SERIES TRUS6.0K shares3.42%2026-06-302026-07-23

PEP PEPSICO INC1.9K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.43%2026-06-302026-07-23

Sponsored

TIP ISHARES TR2.2K shares0.90%2026-06-302026-07-23

IHDG WISDOMTREE TR4.6K shares-9.42%2026-06-302026-07-23

HUBS HUBSPOT INC1.3K shares-48.44%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2026-06-302026-07-23

TBUX T ROWE PRICE EXCHANGE-TRADED4.6K shares-66.46%2026-06-302026-07-23

DE DEERE & CO361 shares0.00%2026-06-302026-07-23

IWY ISHARES TR774 sharesnew addition2026-06-302026-07-23

ONEQ FIDELITY COMWLTH TR2.2K sharesnew addition2026-06-302026-07-23

Sponsored

ESGE ISHARES INC4.1K sharesnew addition2026-06-302026-07-23

IWO ISHARES TR559 sharesnew addition2026-06-302026-07-23

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-07-23

IAGG ISHARES TR4.1K shares-5.17%2026-06-302026-07-23

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares3.37%2026-06-302026-07-23

LONZ PIMCO ETF TR4.2K shares1.89%2026-06-302026-07-23

VPU VANGUARD WORLD FD1.0K shares-4.48%2026-06-302026-07-23

MAA MID-AMER APT CMNTYS INC1.4K sharesnew addition2026-06-302026-07-23

Sponsored

BIV

VANGUARD BD INDEX FDS

7.42%

Shares1.0M

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO ETF TR

12.21%

Shares2.4M

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO EXCH TRADED FD TR II

-8.11%

Shares330.2K

Event2026-06-30

Filed2026-07-23

RISR

TIDAL TRUST I

12.13%

Shares1.3M

Event2026-06-30

Filed2026-07-23

SPHQ

INVESCO EXCHANGE TRADED FD T

2.78%

Shares535.3K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

12.25%

Shares512.3K

Event2026-06-30

Filed2026-07-23

DFEV

DIMENSIONAL ETF TRUST

6.08%

Shares604.1K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

-13.99%

Shares439.8K

Event2026-06-30

Filed2026-07-23

JIRE

J P MORGAN EXCHANGE TRADED F

-8.89%

Shares250.1K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

2.94%

Shares135.3K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-2.30%

Shares67.6K

Event2026-06-30

Filed2026-07-23

XMMO

INVESCO EXCHANGE TRADED FD T

-4.74%

Shares93.1K

Event2026-06-30

Filed2026-07-23

AVMV

AMERICAN CENTY ETF TR

7.49%

Shares173.0K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL FDS

-1.26%

Shares139.9K

Event2026-06-30

Filed2026-07-23

XSMO

INVESCO EXCHANGE TRADED FD T

6.04%

Shares110.5K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

294.87%

Shares103.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.92%

Shares23.6K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

-2.65%

Shares224.2K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

-0.99%

Shares144.3K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

-0.90%

Shares6.7K

Event2026-06-30

Filed2026-07-23

ONEY

SPDR SERIES TRUST

-2.64%

Shares35.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

2.38%

Shares40.8K

Event2026-06-30

Filed2026-07-23

VIGI

VANGUARD WHITEHALL FDS

4.05%

Shares35.7K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

-0.50%

Shares32.4K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

6.66%

Shares9.0K

Event2026-06-30

Filed2026-07-23

LDUR

PIMCO ETF TR

-0.88%

Shares25.6K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

83.25%

Shares1.7K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-17.46%

Shares2.7K

Event2026-06-30

Filed2026-07-23

XMHQ

INVESCO EXCHANGE TRADED FD T

-21.80%

Shares15.3K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-0.49%

Shares19.0K

Event2026-06-30

Filed2026-07-23

SELECT SECTOR SPDR TR

33.65%

Shares33.6K

Event2026-06-30

Filed2026-07-23

JMUB

J P MORGAN EXCHANGE TRADED F

129.78%

Shares29.6K

Event2026-06-30

Filed2026-07-23

FLJH

FRANKLIN TEMPLETON ETF TR

-1.76%

Shares32.0K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

138.64%

Shares6.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

0.01%

Shares9.9K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

93.85%

Shares2.0K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

350.63%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-0.93%

Shares28.8K

Event2026-06-30

Filed2026-07-23

IGE

ISHARES TR

10.37%

Shares18.1K

Event2026-06-30

Filed2026-07-23

VDC

VANGUARD WORLD FD

43.16%

Shares4.4K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

205.73%

Shares4.1K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

-0.87%

Shares11.9K

Event2026-06-30

Filed2026-07-23

SCHO

SCHWAB STRATEGIC TR

3.40%

Shares38.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.56%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

-0.34%

Shares17.2K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

295.28%

Shares6.8K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

174.16%

Shares2.3K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares275

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

New

Shares521

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

INCY

INCYTE CORP

New

Shares5.2K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

SCHR

SCHWAB STRATEGIC TR

0.98%

Shares22.8K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-1.65%

Shares1.5K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

3.20%

Shares5.6K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

New

Shares576

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

179.62%

Shares4.1K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

0.34%

Shares18.6K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

34.26%

Shares8.3K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-23

JBL

JABIL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

IAUM

ISHARES GOLD TRUST MICRO

-39.48%

Shares10.8K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

23.69%

Shares1.2K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD INDEX FDS

-0.23%

Shares2.2K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

BKR

BAKER HUGHES COMPANY

New

Shares7.2K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

BOEING CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-49.10%

Shares933

Event2026-06-30

Filed2026-07-23

IRM

IRON MTN INC DEL

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-7.38%

Shares1.0K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

FORD MTR CO

-0.10%

Shares23.9K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-3.51%

Shares2.0K

Event2026-06-30

Filed2026-07-23

LUMENTUM HLDGS INC

New

Shares376

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

0.31%

Shares10.8K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

-1.26%

Shares3.1K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

52.86%

Shares561

Event2026-06-30

Filed2026-07-23

MNST

MONSTER BEVERAGE CORP NEW

New

Shares3.3K

Event2026-06-30

Filed2026-07-23

EXPE

EXPEDIA GROUP INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

SPOTIFY TECHNOLOGY S A

New

Shares683

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP

New

Shares603

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

New

Shares630

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

New

Shares699

Event2026-06-30

Filed2026-07-23

CORTEVA INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

DLTR

DOLLAR TREE INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

ILCG

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

0.22%

Shares3.2K

Event2026-06-30

Filed2026-07-23

AMKR

AMKOR TECHNOLOGY INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

TPYP

TORTOISE CAPITAL SERIES TRUS

3.42%

Shares6.0K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

0.43%

Shares3.0K

Event2026-06-30

Filed2026-07-23

TIP

ISHARES TR

0.90%

Shares2.2K

Event2026-06-30

Filed2026-07-23

IHDG

WISDOMTREE TR

-9.42%

Shares4.6K

Event2026-06-30

Filed2026-07-23

HUBS

HUBSPOT INC

-48.44%

Shares1.3K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

TBUX

T ROWE PRICE EXCHANGE-TRADED

-66.46%

Shares4.6K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.00%

Shares361

Event2026-06-30

Filed2026-07-23

IWY

ISHARES TR

New

Shares774

Event2026-06-30

Filed2026-07-23

ONEQ

FIDELITY COMWLTH TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

ESGE

ISHARES INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR

New

Shares559

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

IAGG

ISHARES TR

-5.17%

Shares4.1K

Event2026-06-30

Filed2026-07-23

GLTR

ABRDN PRECIOUS METALS BASKET

3.37%

Shares1.1K

Event2026-06-30

Filed2026-07-23

LONZ

PIMCO ETF TR

1.89%

Shares4.2K

Event2026-06-30

Filed2026-07-23

VPU

VANGUARD WORLD FD

-4.48%

Shares1.0K

Event2026-06-30

Filed2026-07-23

MAA

MID-AMER APT CMNTYS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available