Sponsored

The Analysis of Finley Financial, LLC's Holdings & P&L

Currently, Finley Financial, LLC holds 110 types of securities in its portfolio with a total value $248.5M. In the most recent quarter, they have increased their positions in IWF (+88.4K shares, valued at $11.0M), SGOV (+4.1K shares, valued at $408.2K), LSF (+25.0K shares, valued at $117.5K); decreased their positions in IWV (-1.4K shares, valued at $585.4K), IWM (-1.7K shares, valued at $504.8K), IWD (-1.9K shares, valued at $471.5K); initiated new positions in RSPT (+1.6K shares, valued at $103.2K), ICLN (+5.0K shares, valued at $102.5K), FBTC (+235 shares, valued at $12.0K).

1M P&L

-2.1M-0.88%

3M P&L

-33.8M-12.44%

HY P&L

-23.1M-8.86%

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/A242.9M

99.1%

2Semiconductors554.6K

0.2%

3Internet Retail476.7K

0.2%

Top Industries by Stock Count

1N/A87 stocks

84.5%

2Semiconductors2 stocks

1.9%

3Packaged Foods2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWV ISHARES RUSSELL 3000 ETF69.4K shares-1.94%2026-06-302026-07-08

IWM ISHARES RUSSELL 2000 ETF86.6K shares-1.90%2026-06-302026-07-08

IXUS ISHARES TR CORE MSCI TOTAL228.2K shares-0.52%2026-06-302026-07-08

QQQ INVESCO QQQ TR UNIT SER 123.6K shares-1.65%2026-06-302026-07-08

EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS224.9K shares-1.15%2026-06-302026-07-08

IYW ISHARES US TECHNOLOGY ETF60.6K shares-1.72%2026-06-302026-07-08

IJH ISHARES CORE S&P MID-CAP ETF193.0K shares-1.50%2026-06-302026-07-08

IWF ISHARES TR RUS 1000 GRW ETF118.5K shares293.82%2026-06-302026-07-08

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF33.3K shares-5.51%2026-06-302026-07-08

IWC ISHARES TR MICRO-CAP ETF32.2K shares-0.25%2026-06-302026-07-08

EZU ISHARES MSCI EUROZONE ETF82.6K shares0.00%2026-06-302026-07-08

IWO ISHARES TR RUS 2000 GRW ETF13.6K shares0.00%2026-06-302026-07-08

IYF ISHARES US FINANCIALS ETF38.4K shares-5.08%2026-06-302026-07-08

XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF21.4K shares0.00%2026-06-302026-07-08

IWR ISHARES TR RUS MID CAP ETF31.5K shares0.00%2026-06-302026-07-08

IWN ISHARES RUSSELL 2000 VALUE ETF15.5K shares0.00%2026-06-302026-07-08

Sponsored

SGOV ISHARES TR 0-3 MNTH TREASRY27.2K shares17.54%2026-06-302026-07-08

IYY ISHARES DOW JONES US ETF14.0K shares-6.66%2026-06-302026-07-08

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS3.5K shares-4.14%2026-06-302026-07-08

OEF ISHARES S&P 100 ETF6.6K shares0.00%2026-06-302026-07-08

IVW ISHARES S&P 500 GROWTH ETF16.2K shares-1.22%2026-06-302026-07-08

SOXX ISHARES TR ISHARES SEMICDTR3.3K shares0.00%2026-06-302026-07-08

IVE ISHARES S&P 500 VALUE ETF8.6K shares-2.26%2026-06-302026-07-08

IWB ISHARES RUSSELL 1000 INDEX FUND4.7K shares-4.43%2026-06-302026-07-08

Sponsored

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF21.7K shares1.57%2026-06-302026-07-08

IJK ISHARES S&P MID-CAP 400 GROWTH ETF15.0K shares0.00%2026-06-302026-07-08

ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF10.7K shares-5.95%2026-06-302026-07-08

VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF22.6K shares0.00%2026-06-302026-07-08

ISHARES TRUST CORE MSCI EAFE ETF ISHARES TRUST CORE MSCI EAFE ETF12.8K shares0.00%2026-06-302026-07-08

SUSA ISHARES ESG OPTIMIZED MSCI USA ETF7.6K shares0.00%2026-06-302026-07-08

IJJ ISHARES S&P MID-CAP 400 VALUE ETF7.8K shares0.00%2026-06-302026-07-08

EUSA ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD10.0K shares-5.68%2026-06-302026-07-08

Sponsored

IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF6.1K shares0.00%2026-06-302026-07-08

IYR ISHARES US REAL ESTATE ETF9.8K shares0.00%2026-06-302026-07-08

ILF ISHARES S & P LATIN AMERICA 40 INDEX FUND27.7K shares0.00%2026-06-302026-07-08

IEV ISHARES EUROPE ETF12.7K shares0.00%2026-06-302026-07-08

AAXJ ISHARES TR MSCI AC ASIA ETF7.4K shares0.00%2026-06-302026-07-08

ISHARES CORE US AGGREGATE BOND ETF ISHARES CORE US AGGREGATE BOND ETF8.4K shares-5.61%2026-06-302026-07-08

DSI ISHARES TRUST ESG MSCI KLD 400 ETF5.3K shares-0.57%2026-06-302026-07-08

IAGG ISHARES INTL AGGREGATE BOND14.5K shares-6.29%2026-06-302026-07-08

Sponsored

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.3K shares0.00%2026-06-302026-07-08

IJR ISHARES CORE S&P SMALL-CAP E4.7K shares0.00%2026-06-302026-07-08

STATE STREET SPDR S&P 500 ETF UNITS STATE STREET SPDR S&P 500 ETF UNITS861 shares0.00%2026-06-302026-07-08

FXI ISHARES CHINA LARGE-CAP ETF19.5K shares1.56%2026-06-302026-07-08

IWS ISHARES RUSSELL MID-CAP VALUE ETF3.6K shares0.00%2026-06-302026-07-08

IYH ISHARES US HEALTHCARE ETF8.0K shares-12.05%2026-06-302026-07-08

IWP ISHARES TR RUS MD CP GR ETF3.3K shares0.00%2026-06-302026-07-08

AMZN AMAZON.COM INC2.0K shares0.00%2026-06-302026-07-08

Sponsored

ESGU ISHARES TR ESG AWARE MSCI USA ETF2.9K shares0.00%2026-06-302026-07-08

INDY ISHARES TR INDIA 50 ETF8.9K shares0.00%2026-06-302026-07-08

EWJ ISHARES INC MSCI JPN ETF NEW4.1K shares0.00%2026-06-302026-07-08

CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.000051.4K shares0.00%2026-06-302026-07-08

HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND6.6K shares0.00%2026-06-302026-07-08

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF480 shares-36.42%2026-06-302026-07-08

EAGG ISHARES TR ESG AWR US AGRGT7.4K shares0.00%2026-06-302026-07-08

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF3.1K shares-40.45%2026-06-302026-07-08

Sponsored

INDA ISHARES TRUST ISHARES MSCI INDIA ETF USD6.8K shares3.01%2026-06-302026-07-08

XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.0K shares0.00%2026-06-302026-07-08

USRT ISHARES TR CRE U S REIT ETF4.8K shares0.00%2026-06-302026-07-08

EMB ISHARES TR JP MOR EM MK ETF3.2K shares0.00%2026-06-302026-07-08

UPS UNITED PARCEL SERVICE INC CL B2.6K shares0.00%2026-06-302026-07-08

ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF5.0K shares0.00%2026-06-302026-07-08

SUSC ISHARES TR ESG AWRE USD ETF10.8K shares0.00%2026-06-302026-07-08

LSF LAIRD SUPERFOOD INC COM STK50.0K shares100.00%2026-06-302026-07-08

Sponsored

EWU ISHARES TR MSCI UK ETF NEW5.0K shares0.00%2026-06-302026-07-08

IUSG ISHARES CORE S&P US GROWTH ETF1.2K shares0.00%2026-06-302026-07-08

KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF2.3K shares0.00%2026-06-302026-07-08

LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF1.9K shares0.00%2026-06-302026-07-08

EWT ISHARES MSCI TAIWAN ETF1.7K shares0.00%2026-06-302026-07-08

ESGD ISHARES TR ESG AW MSCI EAFE1.8K shares0.00%2026-06-302026-07-08

IAT ISHARES TR US REGNL BKS ETF3.0K shares0.00%2026-06-302026-07-08

INTC INTEL CORP COM USD0.0011.3K shares0.00%2026-06-302026-07-08

Sponsored

LRCX LAM RESEARCH CORP COM NEW400 shares0.00%2026-06-302026-07-08

AIA ISHARES TR ASIA 50 ETF1.2K shares0.00%2026-06-302026-07-08

SUSB ISHARES TR ESG AWRE 1 5 YR6.2K shares0.00%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF405 shares0.00%2026-06-302026-07-08

XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF790 shares0.00%2026-06-302026-07-08

ESGE ISHARES INC ESG AWR MSCI EM2.4K shares0.00%2026-06-302026-07-08

IBB ISHARES TR ISHARES BIOTECH675 shares0.00%2026-06-302026-07-08

SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF1.5K shares0.00%2026-06-302026-07-08

Sponsored

IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF2.7K shares0.00%2026-06-302026-07-08

XLY SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.0K shares0.00%2026-06-302026-07-08

CQQQ INVESCO EXCH TRADED FD TR II CHINA TECHNLGY2.0K shares54.62%2026-06-302026-07-08

DVY ISHARES SELECT DIVIDEND ETF730 shares0.00%2026-06-302026-07-08

EWZ ISHARES MSCI BRAZIL ETF3.2K shares0.00%2026-06-302026-07-08

RSPT INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC1.6K sharesnew addition2026-06-302026-07-08

SBUX STARBUCKS CORP COM USD0.0011.0K shares0.00%2026-06-302026-07-08

ICLN ISHARES TR GL CLEAN ENE ETF5.0K sharesnew addition2026-06-302026-07-08

Sponsored

IEF ISHARES TR 7-10 YR TRSY BD1.1K shares0.00%2026-06-302026-07-08

MCD MCDONALD S CORP361 shares0.00%2026-06-302026-07-08

TLT ISHARES TR 20 YR TR BD ETF1.0K shares0.00%2026-06-302026-07-08

SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 SPOTIFY TECHNOLOGY S.A. COM EUR0.000625194 shares0.00%2026-06-302026-07-08

SCZ ISHARES TR EAFE SML CP ETF1.1K shares16.67%2026-06-302026-07-08

SMIN ISHARES TR MSCI INDIA SM CP1.1K shares21.51%2026-06-302026-07-08

XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF945 shares0.00%2026-06-302026-07-08

IEUR ISHARES CORE MSCI EUROPE ETF1.0K shares0.00%2026-06-302026-07-08

Sponsored

IUSV ISHARES CORE S&P US VALUE ETF640 shares0.00%2026-06-302026-07-08

WMT WALMART INC COM609 shares0.00%2026-06-302026-07-08

F FORD MTR CO DEL COM4.7K shares0.00%2026-06-302026-07-08

SCHM SCHWAB STRATEGIC TR US MID-CAP ETF1.7K shares0.00%2026-06-302026-07-08

ORACLE CORP ORACLE CORP400 shares0.00%2026-06-302026-07-08

HD HOME DEPOT INC145 shares0.00%2026-06-302026-07-08

IGV ISHARES TR EXPANDED TECH500 shares0.00%2026-06-302026-07-08

XT ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF500 shares0.00%2026-06-302026-07-08

Sponsored

BIRD SMARTBIRD, INC. CLASS A COMMON STOCK10.0K shares0.00%2026-06-302026-07-08

JNJ JOHNSON &JOHNSON COM104 shares0.00%2026-06-302026-07-08

TOST TOAST INC CL A469 shares0.00%2026-06-302026-07-08

FBTC FIDELITY WISE ORIGIN BITCOIN FUND235 sharesnew addition2026-06-302026-07-08

MKC MCCORMICK &COMPANY INC COM NPV224 shares0.00%2026-06-302026-07-08

NU NU HOLDINGS LTD USD0.000006666666 CLASS A771 shares0.00%2026-06-302026-07-08

IWV

ISHARES RUSSELL 3000 ETF

-1.94%

Shares69.4K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES RUSSELL 2000 ETF

-1.90%

Shares86.6K

Event2026-06-30

Filed2026-07-08

IXUS

ISHARES TR CORE MSCI TOTAL

-0.52%

Shares228.2K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR UNIT SER 1

-1.65%

Shares23.6K

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TRUST MSCI EMG MKTS ETF USD DIS

-1.15%

Shares224.9K

Event2026-06-30

Filed2026-07-08

IYW

ISHARES US TECHNOLOGY ETF

-1.72%

Shares60.6K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES CORE S&P MID-CAP ETF

-1.50%

Shares193.0K

Event2026-06-30

Filed2026-07-08

IWF

ISHARES TR RUS 1000 GRW ETF

293.82%

Shares118.5K

Event2026-06-30

Filed2026-07-08

IWD

ISHARES RUSSELL 1000 VALUE ETF

-5.51%

Shares33.3K

Event2026-06-30

Filed2026-07-08

IWC

ISHARES TR MICRO-CAP ETF

-0.25%

Shares32.2K

Event2026-06-30

Filed2026-07-08

EZU

ISHARES MSCI EUROZONE ETF

0.00%

Shares82.6K

Event2026-06-30

Filed2026-07-08

IWO

ISHARES TR RUS 2000 GRW ETF

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-08

IYF

ISHARES US FINANCIALS ETF

-5.08%

Shares38.4K

Event2026-06-30

Filed2026-07-08

XLK

SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares21.4K

Event2026-06-30

Filed2026-07-08

IWR

ISHARES TR RUS MID CAP ETF

0.00%

Shares31.5K

Event2026-06-30

Filed2026-07-08

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-08

SGOV

ISHARES TR 0-3 MNTH TREASRY

17.54%

Shares27.2K

Event2026-06-30

Filed2026-07-08

IYY

ISHARES DOW JONES US ETF

-6.66%

Shares14.0K

Event2026-06-30

Filed2026-07-08

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST UNITS

-4.14%

Shares3.5K

Event2026-06-30

Filed2026-07-08

OEF

ISHARES S&P 100 ETF

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-08

IVW

ISHARES S&P 500 GROWTH ETF

-1.22%

Shares16.2K

Event2026-06-30

Filed2026-07-08

SOXX

ISHARES TR ISHARES SEMICDTR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-08

IVE

ISHARES S&P 500 VALUE ETF

-2.26%

Shares8.6K

Event2026-06-30

Filed2026-07-08

IWB

ISHARES RUSSELL 1000 INDEX FUND

-4.43%

Shares4.7K

Event2026-06-30

Filed2026-07-08

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

1.57%

Shares21.7K

Event2026-06-30

Filed2026-07-08

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-08

ITOT

ISHARES CORE S&P TOTAL US STOCK MARKET ETF

-5.95%

Shares10.7K

Event2026-06-30

Filed2026-07-08

VWO

VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF

0.00%

Shares22.6K

Event2026-06-30

Filed2026-07-08

ISHARES TRUST CORE MSCI EAFE ETF

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-08

SUSA

ISHARES ESG OPTIMIZED MSCI USA ETF

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-08

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-08

EUSA

ISHARES INC MSCI USA EQUAL WEIGHTED ETF INDEX FD

-5.68%

Shares10.0K

Event2026-06-30

Filed2026-07-08

IJT

ISHARES TR S&P SMALL CAP 600 GROWTH ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-08

IYR

ISHARES US REAL ESTATE ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-08

ILF

ISHARES S & P LATIN AMERICA 40 INDEX FUND

0.00%

Shares27.7K

Event2026-06-30

Filed2026-07-08

IEV

ISHARES EUROPE ETF

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-08

AAXJ

ISHARES TR MSCI AC ASIA ETF

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-08

ISHARES CORE US AGGREGATE BOND ETF

-5.61%

Shares8.4K

Event2026-06-30

Filed2026-07-08

DSI

ISHARES TRUST ESG MSCI KLD 400 ETF

-0.57%

Shares5.3K

Event2026-06-30

Filed2026-07-08

IAGG

ISHARES INTL AGGREGATE BOND

-6.29%

Shares14.5K

Event2026-06-30

Filed2026-07-08

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-08

IJR

ISHARES CORE S&P SMALL-CAP E

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-08

STATE STREET SPDR S&P 500 ETF UNITS

0.00%

Shares861

Event2026-06-30

Filed2026-07-08

FXI

ISHARES CHINA LARGE-CAP ETF

1.56%

Shares19.5K

Event2026-06-30

Filed2026-07-08

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-08

IYH

ISHARES US HEALTHCARE ETF

-12.05%

Shares8.0K

Event2026-06-30

Filed2026-07-08

IWP

ISHARES TR RUS MD CP GR ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON.COM INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

ESGU

ISHARES TR ESG AWARE MSCI USA ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-08

INDY

ISHARES TR INDIA 50 ETF

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-08

EWJ

ISHARES INC MSCI JPN ETF NEW

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-08

CRDO

CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-08

ISHARES CORE S&P 500 ETF

-36.42%

Shares480

Event2026-06-30

Filed2026-07-08

EAGG

ISHARES TR ESG AWR US AGRGT

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-08

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-40.45%

Shares3.1K

Event2026-06-30

Filed2026-07-08

INDA

ISHARES TRUST ISHARES MSCI INDIA ETF USD

3.01%

Shares6.8K

Event2026-06-30

Filed2026-07-08

XLV

SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-08

USRT

ISHARES TR CRE U S REIT ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-08

EMB

ISHARES TR JP MOR EM MK ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

UPS

UNITED PARCEL SERVICE INC CL B

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

ESML

ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-08

SUSC

ISHARES TR ESG AWRE USD ETF

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-08

LSF

LAIRD SUPERFOOD INC COM STK

100.00%

Shares50.0K

Event2026-06-30

Filed2026-07-08

EWU

ISHARES TR MSCI UK ETF NEW

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-08

IUSG

ISHARES CORE S&P US GROWTH ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

KBWB

INVESCO EXCH TRADED FD TR II KBW BK ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-08

LQD

ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-08

EWT

ISHARES MSCI TAIWAN ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR ESG AW MSCI EAFE

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-08

IAT

ISHARES TR US REGNL BKS ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-08

INTC

INTEL CORP COM USD0.001

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

LRCX

LAM RESEARCH CORP COM NEW

0.00%

Shares400

Event2026-06-30

Filed2026-07-08

AIA

ISHARES TR ASIA 50 ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-08

SUSB

ISHARES TR ESG AWRE 1 5 YR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

0.00%

Shares405

Event2026-06-30

Filed2026-07-08

XLI

SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares790

Event2026-06-30

Filed2026-07-08

ESGE

ISHARES INC ESG AWR MSCI EM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

IBB

ISHARES TR ISHARES BIOTECH

0.00%

Shares675

Event2026-06-30

Filed2026-07-08

SHY

ISHARES TRUST 1-3 YEAR TREASURY BOND ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-08

IUSB

ISHARES TRUST CORE UNIVERSAL USD BOND ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-08

XLY

SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

CQQQ

INVESCO EXCH TRADED FD TR II CHINA TECHNLGY

54.62%

Shares2.0K

Event2026-06-30

Filed2026-07-08

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares730

Event2026-06-30

Filed2026-07-08

EWZ

ISHARES MSCI BRAZIL ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-08

RSPT

INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

SBUX

STARBUCKS CORP COM USD0.001

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

ICLN

ISHARES TR GL CLEAN ENE ETF

New

Shares5.0K

Event2026-06-30

Filed2026-07-08

IEF

ISHARES TR 7-10 YR TRSY BD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-08

MCD

MCDONALD S CORP

0.00%

Shares361

Event2026-06-30

Filed2026-07-08

TLT

ISHARES TR 20 YR TR BD ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

SPOTIFY TECHNOLOGY S.A. COM EUR0.000625

0.00%

Shares194

Event2026-06-30

Filed2026-07-08

SCZ

ISHARES TR EAFE SML CP ETF

16.67%

Shares1.1K

Event2026-06-30

Filed2026-07-08

SMIN

ISHARES TR MSCI INDIA SM CP

21.51%

Shares1.1K

Event2026-06-30

Filed2026-07-08

XLP

SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.00%

Shares945

Event2026-06-30

Filed2026-07-08

IEUR

ISHARES CORE MSCI EUROPE ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-08

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares640

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC COM

0.00%

Shares609

Event2026-06-30

Filed2026-07-08

FORD MTR CO DEL COM

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-08

SCHM

SCHWAB STRATEGIC TR US MID-CAP ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-08

HOME DEPOT INC

0.00%

Shares145

Event2026-06-30

Filed2026-07-08

IGV

ISHARES TR EXPANDED TECH

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

ISHARES TR FUTURE EXPONENTIAL TECHNOLOGIES ETF

0.00%

Shares500

Event2026-06-30

Filed2026-07-08

BIRD

SMARTBIRD, INC. CLASS A COMMON STOCK

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON &JOHNSON COM

0.00%

Shares104

Event2026-06-30

Filed2026-07-08

TOST

TOAST INC CL A

0.00%

Shares469

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

New

Shares235

Event2026-06-30

Filed2026-07-08

MKC

MCCORMICK &COMPANY INC COM NPV

0.00%

Shares224

Event2026-06-30

Filed2026-07-08

NU HOLDINGS LTD USD0.000006666666 CLASS A

0.00%

Shares771

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available