Sponsored

The Analysis of Financial Synergies Wealth Advisors, Inc.'s Holdings & P&L

Currently, Financial Synergies Wealth Advisors, Inc. holds 111 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in AAPL (+21.5K shares, valued at $5.5M), MU (+12.3K shares, valued at $4.2M), COST (+2.8K shares, valued at $2.8M); decreased their positions in EFV (-20.2K shares, valued at $1.5M), VUG (-3.4K shares, valued at $1.5M), IVV (-2.1K shares, valued at $1.4M); initiated new positions in COST (+2.8K shares, valued at $2.8M), SNDK (+4.2K shares, valued at $2.7M), TYL (+3.0K shares, valued at $1.0M).

1M P&L

+42.9M+3.93%

3M P&L

-906.9M-44.44%

HY P&L

-817.3M-41.88%

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/A984.2M

95.9%

2Oil & Gas Integrated8.9M

0.9%

3Consumer Electronics6.2M

0.6%

Top Industries by Stock Count

1N/A69 stocks

69.7%

2Semiconductors3 stocks

3.0%

3Oil & Gas Integrated2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR232.5K shares-0.91%2026-03-312026-05-14

VUG VANGUARD INDEX FDS259.3K shares-1.29%2026-03-312026-05-14

VO VANGUARD INDEX FDS387.2K shares1.14%2026-03-312026-05-14

VTV VANGUARD INDEX FDS542.4K shares0.49%2026-03-312026-05-14

EFV ISHARES TR899.2K shares-2.20%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS911.5K shares-1.60%2026-03-312026-05-14

EFG ISHARES TR486.3K shares0.19%2026-03-312026-05-14

IEMG ISHARES INC654.4K shares-2.05%2026-03-312026-05-14

Sponsored

SCHG SCHWAB STRATEGIC TR1.2M shares2.06%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS218.4K shares-1.30%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR185.1K shares0.63%2026-03-312026-05-14

VB VANGUARD INDEX FDS77.0K shares-2.62%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST283.4K shares0.64%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST317.9K shares-1.93%2026-03-312026-05-14

VBR VANGUARD INDEX FDS59.1K shares-1.67%2026-03-312026-05-14

AAPL APPLE INC44.3K shares94.20%2026-03-312026-05-14

Sponsored

FNDF SCHWAB STRATEGIC TR192.7K shares-1.83%2026-03-312026-05-14

XOM EXXON MOBIL CORP52.3K shares-0.37%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR291.6K shares4.18%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR163.0K shares10.19%2026-03-312026-05-14

HIMU BLACKROCK ETF TRUST II148.2K shares-1.30%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR211.9K shares-2.15%2026-03-312026-05-14

IVE ISHARES TR30.7K shares0.32%2026-03-312026-05-14

CAT CATERPILLAR INC9.0K shares16.58%2026-03-312026-05-14

Sponsored

IEFA ISHARES TR66.5K shares-0.77%2026-03-312026-05-14

MUNI PIMCO ETF TR111.8K shares5.45%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC16.9K shares266.85%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F102.3K shares-2.10%2026-03-312026-05-14

IWN ISHARES TR28.7K shares0.25%2026-03-312026-05-14

EEM ISHARES TR80.0K shares-1.94%2026-03-312026-05-14

WMT WALMART INC29.5K shares-3.25%2026-03-312026-05-14

CVX CHEVRON CORPORATION16.1K shares-4.70%2026-03-312026-05-14

Sponsored

DFIV DIMENSIONAL ETF TRUST60.6K shares-5.86%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1K shares8.05%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP10.9K shares767.07%2026-03-312026-05-14

EFA ISHARES TR29.5K shares-0.55%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T4.3K shares2.86%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.8K sharesnew addition2026-03-312026-05-14

VXF VANGUARD INDEX FDS13.4K shares-5.13%2026-03-312026-05-14

SNDK SANDISK CORP4.2K sharesnew addition2026-03-312026-05-14

Sponsored

DKS DICKS SPORTING GOODS INC13.3K shares82.16%2026-03-312026-05-14

USIG ISHARES TR51.4K shares4.83%2026-03-312026-05-14

STEL STELLAR BANCORP INC65.8K shares0.00%2026-03-312026-05-14

VLO VALERO ENERGY CORP9.2K shares171.87%2026-03-312026-05-14

MSFT MICROSOFT CORP5.7K shares15.20%2026-03-312026-05-14

SLYV SPDR SERIES TRUST21.6K shares-2.73%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares37.59%2026-03-312026-05-14

IWM ISHARES TR7.6K shares-3.12%2026-03-312026-05-14

Sponsored

FNDX SCHWAB STRATEGIC TR65.6K shares0.10%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST27.9K shares-14.08%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.9K shares44.51%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON6.7K shares-1.39%2026-03-312026-05-14

IDEV ISHARES TR19.0K shares-4.54%2026-03-312026-05-14

NVDA NVIDIA CORPORATION8.7K shares17.59%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC5.2K shares-1.11%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST32.6K shares0.10%2026-03-312026-05-14

Sponsored

PMBS PIMCO ETF TR25.3K shares37.04%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO4.0K shares258.52%2026-03-312026-05-14

IJH ISHARES TR15.6K shares-0.26%2026-03-312026-05-14

VTI VANGUARD INDEX FDS3.2K shares-2.93%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC3.0K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC4.8K shares-1.94%2026-03-312026-05-14

MCD MCDONALDS CORP3.1K shares2.55%2026-03-312026-05-14

KKR & CO INC KKR & CO INC9.9K shares84.91%2026-03-312026-05-14

Sponsored

PRFD PIMCO ETF TR17.1K shares18.46%2026-03-312026-05-14

QCOM QUALCOMM INC6.4K shares118.52%2026-03-312026-05-14

SPSM SPDR SERIES TRUST16.0K shares-4.55%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST19.1K shares-4.22%2026-03-312026-05-14

SCZ ISHARES TR9.3K shares0.00%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR24.0K shares0.43%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L18.3K sharesnew addition2026-03-312026-05-14

BROADCOM INC BROADCOM INC2.2K shares-3.47%2026-03-312026-05-14

Sponsored

ISHARES GOLD TR ISHARES GOLD TR7.5K shares-21.68%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR26.5K shares0.35%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.2K shares-14.49%2026-03-312026-05-14

MOAT VANECK ETF TRUST6.3K shares0.00%2026-03-312026-05-14

DDS DILLARDS INC1.0K shares-0.10%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR17.0K shares0.74%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.9K shares145.40%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F3.7K shares149.18%2026-03-312026-05-14

Sponsored

AVLV AMERICAN CENTY ETF TR6.3K shares0.29%2026-03-312026-05-14

BA BOEING CO2.5K shares2.83%2026-03-312026-05-14

MGC VANGUARD WORLD FD2.1K shares-1.83%2026-03-312026-05-14

HYS PIMCO ETF TR5.3K shares18.00%2026-03-312026-05-14

TSLA TESLA INC1.3K shares7.47%2026-03-312026-05-14

RFG INVESCO EXCHANGE TRADED FD T8.4K shares0.00%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST10.7K shares0.70%2026-03-312026-05-14

COP CONOCOPHILLIPS3.1K shares-26.45%2026-03-312026-05-14

Sponsored

PYLD PIMCO ETF TR15.3K shares-1.31%2026-03-312026-05-14

UNP UNION PAC CORP1.6K shares0.75%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR15.3K shares0.10%2026-03-312026-05-14

IVW ISHARES TR3.3K shares-1.45%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR10.8K shares0.32%2026-03-312026-05-14

GEV GE VERNOVA INC376 sharesnew addition2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR10.7K shares5.32%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST9.3K shares4.92%2026-03-312026-05-14

Sponsored

VV VANGUARD INDEX FDS1.0K shares-0.59%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II1.3K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR7.1K shares-0.38%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE939 sharesnew addition2026-03-312026-05-14

CSCO CISCO SYS INC3.3K shares-19.64%2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD10.3K shares1.81%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND524 sharesnew addition2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO1.7K shares-17.16%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.6K shares8.56%2026-03-312026-05-14

VPLS VANGUARD MALVERN FDS2.8K shares3.24%2026-03-312026-05-14

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-05-14

VIOG VANGUARD ADMIRAL FDS INC1.7K shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-05-14

IVV

ISHARES TR

-0.91%

Shares232.5K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-1.29%

Shares259.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.14%

Shares387.2K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.49%

Shares542.4K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-2.20%

Shares899.2K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-1.60%

Shares911.5K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

0.19%

Shares486.3K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-2.05%

Shares654.4K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

2.06%

Shares1.2M

Event2026-03-31

Filed2026-05-14

VONV

VANGUARD SCOTTSDALE FDS

-1.30%

Shares218.4K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

0.63%

Shares185.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.62%

Shares77.0K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

0.64%

Shares283.4K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

-1.93%

Shares317.9K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-1.67%

Shares59.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

94.20%

Shares44.3K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

-1.83%

Shares192.7K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-0.37%

Shares52.3K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

4.18%

Shares291.6K

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

10.19%

Shares163.0K

Event2026-03-31

Filed2026-05-14

HIMU

BLACKROCK ETF TRUST II

-1.30%

Shares148.2K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-2.15%

Shares211.9K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

0.32%

Shares30.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

16.58%

Shares9.0K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-0.77%

Shares66.5K

Event2026-03-31

Filed2026-05-14

MUNI

PIMCO ETF TR

5.45%

Shares111.8K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

266.85%

Shares16.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-2.10%

Shares102.3K

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

0.25%

Shares28.7K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

-1.94%

Shares80.0K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-3.25%

Shares29.5K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-4.70%

Shares16.1K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

-5.86%

Shares60.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

8.05%

Shares5.1K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

767.07%

Shares10.9K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-0.55%

Shares29.5K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

2.86%

Shares4.3K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

New

Shares2.8K

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

-5.13%

Shares13.4K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

DKS

DICKS SPORTING GOODS INC

82.16%

Shares13.3K

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

4.83%

Shares51.4K

Event2026-03-31

Filed2026-05-14

STEL

STELLAR BANCORP INC

0.00%

Shares65.8K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

171.87%

Shares9.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

15.20%

Shares5.7K

Event2026-03-31

Filed2026-05-14

SLYV

SPDR SERIES TRUST

-2.73%

Shares21.6K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

37.59%

Shares4.3K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-3.12%

Shares7.6K

Event2026-03-31

Filed2026-05-14

FNDX

SCHWAB STRATEGIC TR

0.10%

Shares65.6K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

-14.08%

Shares27.9K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

44.51%

Shares2.9K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-1.39%

Shares6.7K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

-4.54%

Shares19.0K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

17.59%

Shares8.7K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-1.11%

Shares5.2K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares32.6K

Event2026-03-31

Filed2026-05-14

PMBS

PIMCO ETF TR

37.04%

Shares25.3K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

258.52%

Shares4.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-0.26%

Shares15.6K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.93%

Shares3.2K

Event2026-03-31

Filed2026-05-14

TYL

TYLER TECHNOLOGIES INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-1.94%

Shares4.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

2.55%

Shares3.1K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

84.91%

Shares9.9K

Event2026-03-31

Filed2026-05-14

PRFD

PIMCO ETF TR

18.46%

Shares17.1K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

118.52%

Shares6.4K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

-4.55%

Shares16.0K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

-4.22%

Shares19.1K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

0.43%

Shares24.0K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares18.3K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-3.47%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-21.68%

Shares7.5K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.35%

Shares26.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-14.49%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

DDS

DILLARDS INC

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-14

FNDA

SCHWAB STRATEGIC TR

0.74%

Shares17.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

145.40%

Shares1.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

149.18%

Shares3.7K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

0.29%

Shares6.3K

Event2026-03-31

Filed2026-05-14

BOEING CO

2.83%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MGC

VANGUARD WORLD FD

-1.83%

Shares2.1K

Event2026-03-31

Filed2026-05-14

HYS

PIMCO ETF TR

18.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

7.47%

Shares1.3K

Event2026-03-31

Filed2026-05-14

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-14

DFCF

DIMENSIONAL ETF TRUST

0.70%

Shares10.7K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-26.45%

Shares3.1K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

-1.31%

Shares15.3K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.75%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

0.10%

Shares15.3K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-1.45%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

0.32%

Shares10.8K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

New

Shares376

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

5.32%

Shares10.7K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

4.92%

Shares9.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-0.59%

Shares1.0K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

-0.38%

Shares7.1K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

New

Shares939

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-19.64%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BXSL

BLACKSTONE SECD LENDING FD

1.81%

Shares10.3K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

New

Shares524

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-17.16%

Shares1.7K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

8.56%

Shares1.6K

Event2026-03-31

Filed2026-05-14

VPLS

VANGUARD MALVERN FDS

3.24%

Shares2.8K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-14

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available