The Analysis of Family Management Corp's Holdings


Currently, Family Management Corp holds 257 types of securities in its portfolio with a total value $721.0M. In the most recent quarter, they have increased their positions in VICI (+164.2K shares, valued at $5.4M), QQQ (+8.3K shares, valued at $5.0M), SYF (+62.4K shares, valued at $4.4M); decreased their positions in NRG (-40.3K shares, valued at $6.5M), MINT (-36.4K shares, valued at $3.7M), LMT (-7.2K shares, valued at $3.6M); initiated new positions in VICI (+164.2K shares, valued at $5.4M), SYF (+62.4K shares, valued at $4.4M), NTR (+75.0K shares, valued at $4.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MINT PIMCO ETF TR538.3K shares-6.33%2025-09-302025-11-13history
SHV ISHARES TR332.2K shares-2.13%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION179.6K shares-0.03%2025-09-302025-11-13history
QUAL ISHARES TR150.6K shares-0.92%2025-09-302025-11-13history
SPY SPDR S&P 500 ETF TR41.3K shares-2.73%2025-09-302025-11-13history
AAPL APPLE INC106.3K shares0.58%2025-09-302025-11-13history
MSFT MICROSOFT CORP48.4K shares0.99%2025-09-302025-11-13history
VIG VANGUARD SPECIALIZED FUNDS94.4K shares-3.13%2025-09-302025-11-13history
Sponsored
GOOGL ALPHABET INC69.7K shares0.61%2025-09-302025-11-13history
META META PLATFORMS INC23.0K shares-4.87%2025-09-302025-11-13history
ITOT ISHARES TR96.9K shares2.75%2025-09-302025-11-13history
IWY ISHARES TR50.8K shares17.65%2025-09-302025-11-13history
QQQ INVESCO QQQ TR21.1K shares64.67%2025-09-302025-11-13history
GSLC GOLDMAN SACHS ETF TR97.2K shares0.34%2025-09-302025-11-13history
PYLD PIMCO ETF TR402.3K shares12.95%2025-09-302025-11-13history
MTBA SIMPLIFY EXCHANGE TRADED FUN195.2K shares-1.99%2025-09-302025-11-13history
Sponsored
CALF PACER FDS TR223.1K shares-20.82%2025-09-302025-11-13history
VTV VANGUARD INDEX FDS51.4K shares1.42%2025-09-302025-11-13history
AMZN AMAZON COM INC42.9K shares2.06%2025-09-302025-11-13history
C CITIGROUP INC92.4K shares2.49%2025-09-302025-11-13history
TSM TAIWAN SEMICONDUCTOR MFG LTD27.2K shares1.00%2025-09-302025-11-13history
AXP AMERICAN EXPRESS CO22.2K shares-0.01%2025-09-302025-11-13history
OEF ISHARES TR21.5K shares-5.59%2025-09-302025-11-13history
JPM JPMORGAN CHASE & CO.22.6K shares0.78%2025-09-302025-11-13history
Sponsored
BKNG BOOKING HOLDINGS INC1.3K shares0.46%2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON36.9K shares1.56%2025-09-302025-11-13history
IXUS ISHARES TR79.0K shares22.20%2025-09-302025-11-13history
BINC BLACKROCK ETF TRUST II121.8K shares23.52%2025-09-302025-11-13history
QCOM QUALCOMM INC37.8K shares4.61%2025-09-302025-11-13history
V VISA INC17.9K shares2.23%2025-09-302025-11-13history
CF CF INDS HLDGS INC68.0K shares49.14%2025-09-302025-11-13history
IBIT ISHARES BITCOIN TRUST ETF93.7K shares228.70%2025-09-302025-11-13history
Sponsored
GILD GILEAD SCIENCES INC54.0K shares5.43%2025-09-302025-11-13history
KR KROGER CO88.0K shares1.30%2025-09-302025-11-13history
CRM SALESFORCE INC24.6K shares3.45%2025-09-302025-11-13history
JLL JONES LANG LASALLE INC19.0K shares-0.85%2025-09-302025-11-13history
EOG EOG RES INC50.5K shares40.89%2025-09-302025-11-13history
SNA SNAP ON INC15.6K shares1.68%2025-09-302025-11-13history
VICI VICI PPTYS INC164.2K sharesnew addition2025-09-302025-11-13history
SHEL SHELL PLC69.0K shares4.20%2025-09-302025-11-13history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL9.6K shares-3.38%2025-09-302025-11-13history
CAT CATERPILLAR INC9.8K shares-3.76%2025-09-302025-11-13history
HD HOME DEPOT INC11.4K shares-32.56%2025-09-302025-11-13history
SYF SYNCHRONY FINANCIAL62.4K sharesnew addition2025-09-302025-11-13history
NTR NUTRIEN LTD75.0K sharesnew addition2025-09-302025-11-13history
FOXA FOX CORP69.4K shares118.80%2025-09-302025-11-13history
IAU ISHARES GOLD TR57.8K shares51.06%2025-09-302025-11-13history
BK BANK NEW YORK MELLON CORP36.6K shares0.83%2025-09-302025-11-13history
Sponsored
MPC MARATHON PETE CORP20.6K shares0.86%2025-09-302025-11-13history
BABA ALIBABA GROUP HLDG LTD21.9K shares2.34%2025-09-302025-11-13history
VLUE ISHARES TR30.3K shares0.00%2025-09-302025-11-13history
ICSH ISHARES TR73.2K shares-12.65%2025-09-302025-11-13history
CAH CARDINAL HEALTH INC23.1K shares0.05%2025-09-302025-11-13history
TPL TEXAS PACIFIC LAND CORPORATI3.8K shares-0.83%2025-09-302025-11-13history
AFL AFLAC INC31.5K shares2.05%2025-09-302025-11-13history
HUM HUMANA INC13.4K shares1.77%2025-09-302025-11-13history
Sponsored
FCNCA FIRST CTZNS BANCSHARES INC D1.9K shares2.04%2025-09-302025-11-13history
PFE PFIZER INC134.2K shares1.46%2025-09-302025-11-13history
ADBE ADOBE INC9.6K shares-0.70%2025-09-302025-11-13history
IVV ISHARES TR5.0K shares-1.55%2025-09-302025-11-13history
CDNS CADENCE DESIGN SYSTEM INC9.1K shares1296.63%2025-09-302025-11-13history
USMV ISHARES TR33.5K shares1.63%2025-09-302025-11-13history
ALLW SSGA ACTIVE TR112.5K shares850.46%2025-09-302025-11-13history
IUSV ISHARES TR31.0K shares-0.22%2025-09-302025-11-13history
Sponsored
AMP AMERIPRISE FINL INC6.2K shares0.00%2025-09-302025-11-13history
BMY BRISTOL-MYERS SQUIBB CO65.2K shares-0.62%2025-09-302025-11-13history
DHI D R HORTON INC16.8K shares-0.05%2025-09-302025-11-13history
RITM RITHM CAPITAL CORP228.1K shares-0.65%2025-09-302025-11-13history
BIL SPDR SERIES TRUST28.3K shares-10.09%2025-09-302025-11-13history
NVS NOVARTIS AG20.1K shares-4.30%2025-09-302025-11-13history
OC OWENS CORNING NEW17.1K shares2.94%2025-09-302025-11-13history
AVGO BROADCOM INC6.9K shares8.51%2025-09-302025-11-13history
Sponsored
ZM ZOOM COMMUNICATIONS INC27.6K sharesnew addition2025-09-302025-11-13history
RPT RITHM PPTY TR INC886.5K shares27.50%2025-09-302025-11-13history
UNM UNUM GROUP28.6K shares2.80%2025-09-302025-11-13history
INCY INCYTE CORP25.4K sharesnew addition2025-09-302025-11-13history
NRG NRG ENERGY INC12.6K shares-76.18%2025-09-302025-11-13history
RDVY FIRST TR EXCHANGE TRADED FD29.4K shares5.54%2025-09-302025-11-13history
GOOG ALPHABET INC8.0K shares4.82%2025-09-302025-11-13history
VOT VANGUARD INDEX FDS6.2K shares-1.38%2025-09-302025-11-13history
Sponsored
IWF ISHARES TR3.9K shares65.33%2025-09-302025-11-13history
ARKK ARK ETF TR20.7K shares0.00%2025-09-302025-11-13history
VTI VANGUARD INDEX FDS5.3K shares0.00%2025-09-302025-11-13history
CEFS EXCHANGE LISTED FDS TR74.1K shares11.61%2025-09-302025-11-13history
SCHX SCHWAB STRATEGIC TR61.7K shares0.01%2025-09-302025-11-13history
JPST J P MORGAN EXCHANGE TRADED F27.9K shares0.00%2025-09-302025-11-13history
WMT WALMART INC12.4K shares0.00%2025-09-302025-11-13history
ARCC ARES CAPITAL CORP61.7K shares-3.66%2025-09-302025-11-13history
Sponsored
VT VANGUARD INTL EQUITY INDEX F9.0K shares0.00%2025-09-302025-11-13history
PPC PILGRIMS PRIDE CORP26.9K shares-56.46%2025-09-302025-11-13history
VOO VANGUARD INDEX FDS1.8K shares-32.19%2025-09-302025-11-13history
XSHQ INVESCO EXCH TRADED FD TR II24.6K shares0.00%2025-09-302025-11-13history
SHW SHERWIN WILLIAMS CO3.0K shares-3.76%2025-09-302025-11-13history
SMCI SUPER MICRO COMPUTER INC20.2K shares0.82%2025-09-302025-11-13history
GBDC GOLUB CAP BDC INC69.9K shares9.51%2025-09-302025-11-13history
BSTZ BLACKROCK SCIENCE & TECHNOLO42.0K sharesnew addition2025-09-302025-11-13history
Sponsored
GLD SPDR GOLD TR2.5K shares-0.08%2025-09-302025-11-13history
BMNR BITMINE IMMERSION TECNOLOGIE16.6K shares11.99%2025-09-302025-11-13history
IYW ISHARES TR3.9K shares0.00%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED1.3K shares17.39%2025-09-302025-11-13history
ANET ARISTA NETWORKS INC5.2K sharesnew addition2025-09-302025-11-13history
BAI BLACKROCK ETF TRUST21.9K sharesnew addition2025-09-302025-11-13history
PGR PROGRESSIVE CORP3.0K shares0.37%2025-09-302025-11-13history
TUA SIMPLIFY EXCHANGE TRADED FUN32.7K shares-1.60%2025-09-302025-11-13history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS2.5K shares9.57%2025-09-302025-11-13history
CRWD CROWDSTRIKE HLDGS INC1.4K shares18.17%2025-09-302025-11-13history
ORCL ORACLE CORP2.4K shares50.31%2025-09-302025-11-13history
BX BLACKSTONE INC3.9K shares-4.13%2025-09-302025-11-13history
ASML ASML HOLDING N V679 shares103.29%2025-09-302025-11-13history
XOM EXXON MOBIL CORP5.6K shares-1.08%2025-09-302025-11-13history
IVW ISHARES TR5.1K shares0.00%2025-09-302025-11-13history
ABBV ABBVIE INC2.6K shares45.31%2025-09-302025-11-13history
Sponsored
COST COSTCO WHSL CORP NEW647 shares-0.61%2025-09-302025-11-13history
JTEK J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2025-09-302025-11-13history
KKR KKR & CO INC4.5K shares0.00%2025-09-302025-11-13history
PG PROCTER AND GAMBLE CO3.6K shares-20.74%2025-09-302025-11-13history
REGN REGENERON PHARMACEUTICALS987 shares-75.73%2025-09-302025-11-13history
EPD ENTERPRISE PRODS PARTNERS L17.6K shares0.00%2025-09-302025-11-13history
NFLX NETFLIX INC458 shares10.36%2025-09-302025-11-13history
WFC WELLS FARGO CO NEW6.5K shares49.40%2025-09-302025-11-13history
Sponsored
LRGE LEGG MASON ETF INVT6.4K shares0.00%2025-09-302025-11-13history
FAST FASTENAL CO10.9K shares-43.32%2025-09-302025-11-13history
BSM BLACK STONE MINERALS L P39.8K shares0.00%2025-09-302025-11-13history
SHOP SHOPIFY INC3.5K shares10.80%2025-09-302025-11-13history
RTX RTX CORPORATION3.0K shares0.00%2025-09-302025-11-13history
BAC BANK AMERICA CORP9.2K shares45.40%2025-09-302025-11-13history
ETN EATON CORP PLC1.2K shares22.34%2025-09-302025-11-13history
KBWB INVESCO EXCH TRADED FD TR II5.4K shares-50.00%2025-09-302025-11-13history
Sponsored
CSCO CISCO SYS INC6.2K shares71.56%2025-09-302025-11-13history
PH PARKER-HANNIFIN CORP543 shares0.00%2025-09-302025-11-13history
LMT LOCKHEED MARTIN CORP808 shares-89.86%2025-09-302025-11-13history
SPEU SPDR INDEX SHS FDS8.1K shares-50.00%2025-09-302025-11-13history
CB CHUBB LIMITED1.4K shares0.00%2025-09-302025-11-13history
XYL XYLEM INC2.7K shares0.00%2025-09-302025-11-13history
CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2025-09-302025-11-13history
NOW SERVICENOW INC421 shares15.03%2025-09-302025-11-13history
Sponsored
CVX CHEVRON CORP NEW2.5K sharesnew addition2025-09-302025-11-13history
MELI MERCADOLIBRE INC163 shares-4.68%2025-09-302025-11-13history
EFA ISHARES TR4.0K shares0.00%2025-09-302025-11-13history
MLM MARTIN MARIETTA MATLS INC593 shares-3.73%2025-09-302025-11-13history
BN BROOKFIELD CORP5.3K shares-45.93%2025-09-302025-11-13history
SMMU PIMCO ETF TR7.1K shares53.37%2025-09-302025-11-13history
CTAS CINTAS CORP1.7K shares0.00%2025-09-302025-11-13history
HUT HUT 8 CORP10.0K shares0.00%2025-09-302025-11-13history
Sponsored
GE GE AEROSPACE1.1K shares-3.06%2025-09-302025-11-13history
ARM ARM HOLDINGS PLC2.4K sharesnew addition2025-09-302025-11-13history
SNPS SYNOPSYS INC667 sharesnew addition2025-09-302025-11-13history
AMGN AMGEN INC1.2K shares-0.85%2025-09-302025-11-13history
IJR ISHARES TR2.8K shares-49.57%2025-09-302025-11-13history
RL RALPH LAUREN CORP1.0K sharesnew addition2025-09-302025-11-13history
PEP PEPSICO INC2.3K shares-29.99%2025-09-302025-11-13history
PINC PREMIER INC11.5K sharesnew addition2025-09-302025-11-13history
Sponsored
INGR INGREDION INC2.6K shares62.54%2025-09-302025-11-13history
MS MORGAN STANLEY1.9K shares0.00%2025-09-302025-11-13history
IJH ISHARES TR4.6K shares-7.53%2025-09-302025-11-13history
UNP UNION PAC CORP1.3K shares-3.18%2025-09-302025-11-13history
DFAX DIMENSIONAL ETF TRUST9.5K sharesnew addition2025-09-302025-11-13history
LLY ELI LILLY & CO387 shares-25.58%2025-09-302025-11-13history
ISRG INTUITIVE SURGICAL INC659 shares-2.66%2025-09-302025-11-13history
MTG MGIC INVT CORP WIS10.3K sharesnew addition2025-09-302025-11-13history
Sponsored
ORI OLD REP INTL CORP6.8K sharesnew addition2025-09-302025-11-13history
AEVA AEVA TECHNOLOGIES INC20.0K shares-10.23%2025-09-302025-11-13history
SRET GLOBAL X FDS13.3K sharesnew addition2025-09-302025-11-13history
NFG NATIONAL FUEL GAS CO3.1K sharesnew addition2025-09-302025-11-13history
TDG TRANSDIGM GROUP INC213 shares13.90%2025-09-302025-11-13history
CRBG COREBRIDGE FINL INC8.6K sharesnew addition2025-09-302025-11-13history
PBT PERMIAN BASIN RTY TR14.7K shares16.83%2025-09-302025-11-13history
ERIC TELEFONAKTIEBOLAGET LM ERICS32.5K shares102.83%2025-09-302025-11-13history
Sponsored
VRT VERTIV HOLDINGS CO1.8K sharesnew addition2025-09-302025-11-13history
MSTR STRATEGY INC820 shares-0.61%2025-09-302025-11-13history
LB LANDBRIDGE COMPANY LLC4.8K shares-71.73%2025-09-302025-11-13history
PANW PALO ALTO NETWORKS INC1.2K shares3.23%2025-09-302025-11-13history
KBWR INVESCO EXCH TRADED FD TR II4.2K shares-50.00%2025-09-302025-11-13history
AXS AXIS CAP HLDGS LTD2.6K sharesnew addition2025-09-302025-11-13history
UGI UGI CORP NEW7.6K sharesnew addition2025-09-302025-11-13history
PM PHILIP MORRIS INTL INC1.5K shares3.15%2025-09-302025-11-13history
Sponsored
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-11-13history
PLTR PALANTIR TECHNOLOGIES INC1.3K shares-14.13%2025-09-302025-11-13history
AEP AMERICAN ELEC PWR CO INC2.2K shares0.00%2025-09-302025-11-13history
TSLA TESLA INC547 sharesnew addition2025-09-302025-11-13history
TLN TALEN ENERGY CORP567 sharesnew addition2025-09-302025-11-13history
ITT ITT INC1.3K shares0.00%2025-09-302025-11-13history
USB US BANCORP DEL4.9K sharesnew addition2025-09-302025-11-13history
JEPQ J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2025-09-302025-11-13history
Sponsored
ET ENERGY TRANSFER L P13.7K shares0.00%2025-09-302025-11-13history
SCHM SCHWAB STRATEGIC TR7.9K shares0.00%2025-09-302025-11-13history
ALSN ALLISON TRANSMISSION HLDGS I2.7K sharesnew addition2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC666 shares-0.15%2025-09-302025-11-13history
SUSA ISHARES TR1.7K shares0.00%2025-09-302025-11-13history
NLR VANECK ETF TRUST1.7K sharesnew addition2025-09-302025-11-13history
COP CONOCOPHILLIPS2.4K shares0.00%2025-09-302025-11-13history
EBAY EBAY INC.2.5K sharesnew addition2025-09-302025-11-13history
Sponsored
APGE APOGEE THERAPEUTICS INC5.6K shares-18.53%2025-09-302025-11-13history
BLK BLACKROCK INC190 sharesnew addition2025-09-302025-11-13history
IIM INVESCO VALUE MUN INCOME TR17.5K shares-16.73%2025-09-302025-11-13history
POOL POOL CORP702 shares-2.50%2025-09-302025-11-13history
ETHE GRAYSCALE ETHEREUM TRUST ETF6.3K sharesnew addition2025-09-302025-11-13history
BAM BROOKFIELD ASSET MANAGMT LTD3.8K shares0.00%2025-09-302025-11-13history
SU SUNCOR ENERGY INC NEW5.2K sharesnew addition2025-09-302025-11-13history
CMCSA COMCAST CORP NEW6.8K sharesnew addition2025-09-302025-11-13history
Sponsored
FIGR FIGURE TECHNOLOGY SOLUTIO5.9K sharesnew addition2025-09-302025-11-13history
KO COCA COLA CO3.2K shares2.45%2025-09-302025-11-13history
TMO THERMO FISHER SCIENTIFIC INC430 sharesnew addition2025-09-302025-11-13history
APG API GROUP CORP6.0K shares50.00%2025-09-302025-11-13history
ITEQ AMPLIFY ETF TR3.5K sharesnew addition2025-09-302025-11-13history
T AT&T INC7.2K shares0.00%2025-09-302025-11-13history
GIS GENERAL MLS INC4.0K shares0.00%2025-09-302025-11-13history
MRK MERCK & CO INC2.4K shares-43.17%2025-09-302025-11-13history
Sponsored
TMUS T-MOBILE US INC838 sharesnew addition2025-09-302025-11-13history
OXY OCCIDENTAL PETE CORP4.2K sharesnew addition2025-09-302025-11-13history
NZF NUVEEN MUNICIPAL CREDIT INC14.9K shares0.00%2025-09-302025-11-13history
IBB ISHARES TR1.1K shares0.00%2025-09-302025-11-13history
IWB ISHARES TR405 shares0.00%2025-09-302025-11-13history
XLV SELECT SECTOR SPDR TR1.0K shares-49.29%2025-09-302025-11-13history
IVE ISHARES TR685 shares0.00%2025-09-302025-11-13history
XLF SELECT SECTOR SPDR TR2.6K shares3051.22%2025-09-302025-11-13history
Sponsored
VO VANGUARD INDEX FDS469 shares0.00%2025-09-302025-11-13history
IUSG ISHARES TR803 shares0.00%2025-09-302025-11-13history
FFND NORTHERN LTS FD TR II4.4K shares0.00%2025-09-302025-11-13history
NORTHERN LTS FD TR II NORTHERN LTS FD TR II4.9K shares16.95%2025-09-302025-11-13history
DFAS DIMENSIONAL ETF TRUST1.8K sharesnew addition2025-09-302025-11-13history
MGTX MEIRAGTX HLDGS PLC10.0K shares0.00%2025-09-302025-11-13history
FXI ISHARES TR1.8K shares0.00%2025-09-302025-11-13history
VEU VANGUARD INTL EQUITY INDEX F879 shares0.46%2025-09-302025-11-13history
Sponsored
DGRO ISHARES TR771 shares0.00%2025-09-302025-11-13history
IGSB ISHARES TR986 shares0.00%2025-09-302025-11-13history
ON ON SEMICONDUCTOR CORP1.0K shares0.00%2025-09-302025-11-13history
FLTR VANECK ETF TRUST1.8K sharesnew addition2025-09-302025-11-13history
IYH ISHARES TR750 shares0.00%2025-09-302025-11-13history
XLE SELECT SECTOR SPDR TR464 shares0.00%2025-09-302025-11-13history
GDX VANECK ETF TRUST500 sharesnew addition2025-09-302025-11-13history
VB VANGUARD INDEX FDS150 shares0.00%2025-09-302025-11-13history
Sponsored
ICLN ISHARES TR2.1K shares0.00%2025-09-302025-11-13history
VGK VANGUARD INTL EQUITY INDEX F400 shares0.00%2025-09-302025-11-13history
ARKG ARK ETF TR1.1K shares0.00%2025-09-302025-11-13history
VUG VANGUARD INDEX FDS60 shares0.00%2025-09-302025-11-13history
IEI ISHARES TR226 shares0.00%2025-09-302025-11-13history
XLK SELECT SECTOR SPDR TR94 shares0.00%2025-09-302025-11-13history
DVY ISHARES TR131 shares0.00%2025-09-302025-11-13history
MTUM ISHARES TR57 shares0.00%2025-09-302025-11-13history
Sponsored
XLC SELECT SECTOR SPDR TR123 shares0.00%2025-09-302025-11-13history
WFC-PL WELLS FARGO CO NEW10 shares0.00%2025-09-302025-11-13history
IWM ISHARES TR49 shares0.00%2025-09-302025-11-13history
PRNT ARK ETF TR343 shares0.00%2025-09-302025-11-13history
BAC-PL BANK AMERICA CORP6 shares0.00%2025-09-302025-11-13history
XLY SELECT SECTOR SPDR TR13 shares0.00%2025-09-302025-11-13history
XLP SELECT SECTOR SPDR TR29 shares0.00%2025-09-302025-11-13history
OXY.WS OCCIDENTAL PETE CORP85 sharesnew addition2025-09-302025-11-13history
Sponsored
IAI ISHARES TR10 shares0.00%2025-09-302025-11-13history
XLU SELECT SECTOR SPDR TR16 shares0.00%2025-09-302025-11-13history
MJ AMPLIFY ETF TR29 sharesnew addition2025-09-302025-11-13history
XLRE SELECT SECTOR SPDR TR14 shares0.00%2025-09-302025-11-13history
DFCF DIMENSIONAL ETF TRUST4 sharesnew addition2025-09-302025-11-13history
DFAC DIMENSIONAL ETF TRUST3 sharesnew addition2025-09-302025-11-13history
DFIC DIMENSIONAL ETF TRUST2 sharesnew addition2025-09-302025-11-13history
DFSD DIMENSIONAL ETF TRUST1 sharesnew addition2025-09-302025-11-13history
Sponsored
DFEM DIMENSIONAL ETF TRUST1 sharesnew addition2025-09-302025-11-13history

Call Option Holdings
ON Call CallON SEMICONDUCTOR CORP5.0K shares0.00%2025-09-302025-11-13history

Put Option Holdings
NVDA Put PutNVIDIA CORPORATION9.9K shares0.00%2025-09-302025-11-13history
GOOGL Put PutALPHABET INC6.6K shares0.00%2025-09-302025-11-13history
MSFT Put PutMICROSOFT CORP2.3K shares0.00%2025-09-302025-11-13history
AVGO Put PutBROADCOM INC2.6K shares0.00%2025-09-302025-11-13history
AMZN Put PutAMAZON COM INC2.3K shares0.00%2025-09-302025-11-13history
META Put PutMETA PLATFORMS INC200 shares0.00%2025-09-302025-11-13history