Sponsored

The Analysis of Fonville Wealth Management LLC's Holdings & P&L

Currently, Fonville Wealth Management LLC holds 147 types of securities in its portfolio with a total value $612.3M. In the most recent quarter, they have increased their positions in VUG (+149.3K shares, valued at $12.9M), VO (+86.0K shares, valued at $6.9M), N/A (+18.0K shares, valued at $6.7M); decreased their positions in AAPL (-2.1K shares, valued at $599.3K), VOO (-794 shares, valued at $545.3K), DFAU (-7.4K shares, valued at $383.4K); initiated new positions in PEBO (+48.8K shares, valued at $1.9M), SPTI (+62.3K shares, valued at $1.8M), MU (+502 shares, valued at $579.5K).

1M P&L

+4.2M+0.73%

3M P&L

+21.4M+3.82%

HY P&L

-50.9M-8.06%

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/A530.9M

93.3%

2Consumer Electronics8.5M

1.5%

3Software - Infrastructure5.3M

0.9%

Top Industries by Stock Count

1N/A90 stocks

72.6%

2Semiconductors4 stocks

3.2%

3Software - Infrastructure3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST840.0K shares-0.88%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR277.5K shares6.60%2026-06-302026-07-28

DFAI DIMENSIONAL ETF TRUST722.4K shares13.95%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR294.6K shares11.64%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS358.6K shares3.71%2026-06-302026-07-28

VUSB VANGUARD BD INDEX FDS509.6K shares3.05%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS325.8K shares28.17%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR253.3K shares6.60%2026-06-302026-07-28

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS58.0K shares45.13%2026-06-302026-07-28

AVUS AMERICAN CENTY ETF TR135.9K shares2.95%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST303.3K shares5.04%2026-06-302026-07-28

SPTS SPDR SERIES TRUST561.5K shares19.30%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS216.9K shares-0.18%2026-06-302026-07-28

VUG VANGUARD INDEX FDS175.0K shares579.32%2026-06-302026-07-28

AVDV AMERICAN CENTY ETF TR145.8K shares6.73%2026-06-302026-07-28

VB VANGUARD INDEX FDS42.4K shares-2.31%2026-06-302026-07-28

Sponsored

DFSD DIMENSIONAL ETF TRUST242.3K shares57.68%2026-06-302026-07-28

ISTB ISHARES TR226.6K shares2.91%2026-06-302026-07-28

QLTA ISHARES TR223.0K shares4.01%2026-06-302026-07-28

VOO VANGUARD INDEX FDS14.3K shares-5.24%2026-06-302026-07-28

SCZ ISHARES TR118.5K shares1.90%2026-06-302026-07-28

VO VANGUARD INDEX FDS114.4K shares303.12%2026-06-302026-07-28

AAPL APPLE INC29.2K shares-6.61%2026-06-302026-07-28

AVIV AMERICAN CENTY ETF TR109.2K shares1.65%2026-06-302026-07-28

Sponsored

VNQ VANGUARD INDEX FDS86.3K shares1.54%2026-06-302026-07-28

SPEM SPDR INDEX SHS FDS159.8K shares2.95%2026-06-302026-07-28

VTV VANGUARD INDEX FDS28.4K shares9.65%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F121.3K shares44.43%2026-06-302026-07-28

ITOT ISHARES TR33.7K shares-0.31%2026-06-302026-07-28

REZ ISHARES TR56.1K shares-0.78%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST59.0K shares-1.62%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T22.7K shares-0.11%2026-06-302026-07-28

Sponsored

BSV VANGUARD BD INDEX FDS56.7K shares-7.77%2026-06-302026-07-28

ISHARES TR ISHARES TR5.7K shares-1.70%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS17.2K shares-0.89%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP9.8K shares0.08%2026-06-302026-07-28

IVW ISHARES TR25.1K shares0.00%2026-06-302026-07-28

MSFT MICROSOFT CORP9.2K shares2.89%2026-06-302026-07-28

SUB ISHARES TR29.9K shares0.09%2026-06-302026-07-28

XBIL RBB FD INC61.5K shares-5.29%2026-06-302026-07-28

Sponsored

DFUV DIMENSIONAL ETF TRUST55.4K shares-0.03%2026-06-302026-07-28

ISHG ISHARES TR41.0K shares-10.21%2026-06-302026-07-28

IWV ISHARES TR6.9K shares0.00%2026-06-302026-07-28

NVDA NVIDIA CORPORATION14.3K shares8.96%2026-06-302026-07-28

SLQD ISHARES TR55.2K shares-0.64%2026-06-302026-07-28

USRT ISHARES TR36.3K shares33.67%2026-06-302026-07-28

AMZN AMAZON COM INC10.0K shares-1.83%2026-06-302026-07-28

GOOG ALPHABET INC6.7K shares2.25%2026-06-302026-07-28

Sponsored

VYM VANGUARD WHITEHALL FDS13.9K shares-9.59%2026-06-302026-07-28

GOOGL ALPHABET INC5.9K shares-6.62%2026-06-302026-07-28

AVDE AMERICAN CENTY ETF TR22.7K shares0.00%2026-06-302026-07-28

PEBO PEOPLES BANCORP INC48.8K sharesnew addition2026-06-302026-07-28

IWM ISHARES TR6.2K shares0.39%2026-06-302026-07-28

SPTI SPDR SERIES TRUST62.3K sharesnew addition2026-06-302026-07-28

VXUS VANGUARD STAR FDS19.9K shares-0.11%2026-06-302026-07-28

SCHC SCHWAB STRATEGIC TR35.3K shares-0.70%2026-06-302026-07-28

Sponsored

RTX CORPORATION RTX CORPORATION8.6K shares8.89%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR54.1K shares-1.44%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR56.4K shares6.75%2026-06-302026-07-28

ISHARES TR ISHARES TR15.5K shares-1.21%2026-06-302026-07-28

IVE ISHARES TR6.6K shares-0.33%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR39.5K shares-0.92%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC3.9K shares-0.18%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP9.4K shares-3.83%2026-06-302026-07-28

Sponsored

EFV ISHARES TR16.3K shares1.32%2026-06-302026-07-28

SHV ISHARES TR11.1K shares-6.49%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF35.9K shares3.80%2026-06-302026-07-28

SPSB SPDR SERIES TRUST38.3K shares-6.15%2026-06-302026-07-28

FVD FIRST TR EXCHANGE-TRADED FD22.6K shares-7.48%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares6.55%2026-06-302026-07-28

VBR VANGUARD INDEX FDS3.9K shares1.99%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR25.5K shares5.11%2026-06-302026-07-28

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-14.82%2026-06-302026-07-28

EEM ISHARES TR12.5K shares-0.57%2026-06-302026-07-28

DKNG DRAFTKINGS INC NEW33.3K shares-0.70%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS7.6K shares-1.88%2026-06-302026-07-28

IGSB ISHARES TR13.9K shares0.01%2026-06-302026-07-28

DVY ISHARES TR4.4K shares1.70%2026-06-302026-07-28

QQQ INVESCO QQQ TR904 shares-0.99%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR18.6K shares-1.29%2026-06-302026-07-28

Sponsored

VGT VANGUARD WORLD FD5.2K shares511.06%2026-06-302026-07-28

VISA INC VISA INC1.8K shares8.35%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC1.1K shares6.67%2026-06-302026-07-28

TSLA TESLA INC1.4K shares2.77%2026-06-302026-07-28

WMT WALMART INC5.4K shares17.55%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR3.1K shares0.03%2026-06-302026-07-28

LQD ISHARES TR5.3K shares-2.10%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC502 sharesnew addition2026-06-302026-07-28

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION599 shares0.17%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC4.7K shares-16.89%2026-06-302026-07-28

GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2026-06-302026-07-28

CAT CATERPILLAR INC504 shares10.28%2026-06-302026-07-28

APPN APPIAN CORP22.3K shares-9.21%2026-06-302026-07-28

SOUTHERN CO SOUTHERN CO5.3K shares6.09%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares6.58%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC826 sharesnew addition2026-06-302026-07-28

Sponsored

ROK ROCKWELL AUTOMATION INC954 sharesnew addition2026-06-302026-07-28

SCHH SCHWAB STRATEGIC TR19.7K shares0.15%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.0K shares-2.58%2026-06-302026-07-28

BROADCOM INC BROADCOM INC1.2K shares-27.28%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.6K sharesnew addition2026-06-302026-07-28

SHY ISHARES TR5.3K shares-4.59%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F5.0K shares0.00%2026-06-302026-07-28

VBK VANGUARD INDEX FDS1.1K shares1.45%2026-06-302026-07-28

Sponsored

WTW WILLIS TOWERS WATSON PLC LTD1.6K shares0.19%2026-06-302026-07-28

ORACLE CORP ORACLE CORP2.7K shares6.61%2026-06-302026-07-28

ABBVIE INC ABBVIE INC1.5K shares8.33%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC799 shares0.00%2026-06-302026-07-28

GE GE AEROSPACE980 shares-1.41%2026-06-302026-07-28

BIL SPDR SERIES TRUST4.0K sharesnew addition2026-06-302026-07-28

LLY ELI LILLY & CO294 shares17.13%2026-06-302026-07-28

AVGE AMERICAN CENTY ETF TR3.6K shares8.02%2026-06-302026-07-28

Sponsored

GEV GE VERNOVA INC295 shares1.03%2026-06-302026-07-28

ISHARES TR ISHARES TR3.5K shares20.12%2026-06-302026-07-28

DFAW DIMENSIONAL ETF TRUST4.1K shares0.59%2026-06-302026-07-28

DFAR DIMENSIONAL ETF TRUST12.8K shares-22.62%2026-06-302026-07-28

SKYY FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR9.2K shares6.27%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS3.9K shares2.95%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F5.1K shares34.98%2026-06-302026-07-28

Sponsored

LRCX LAM RESEARCH CORP701 sharesnew addition2026-06-302026-07-28

EFG ISHARES TR2.3K shares-1.26%2026-06-302026-07-28

EFA ISHARES TR2.6K shares-0.80%2026-06-302026-07-28

TLT ISHARES TR3.1K shares-0.48%2026-06-302026-07-28

IWP ISHARES TR1.8K shares-19.10%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC3.9K shares0.33%2026-06-302026-07-28

HSY HERSHEY CO1.5K sharesnew addition2026-06-302026-07-28

JNJ JOHNSON & JOHNSON1.0K shares-1.07%2026-06-302026-07-28

Sponsored

MUB ISHARES TR2.4K shares0.38%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC2.9K shares3.40%2026-06-302026-07-28

TFC TRUIST FINL CORP5.0K shares-26.82%2026-06-302026-07-28

SPSM SPDR SERIES TRUST4.3K shares0.00%2026-06-302026-07-28

DFLV DIMENSIONAL ETF TRUST6.1K shares0.00%2026-06-302026-07-28

IWF ISHARES TR1.9K sharesnew addition2026-06-302026-07-28

VV VANGUARD INDEX FDS702 shares0.57%2026-06-302026-07-28

MCD MCDONALDS CORP891 shares-13.33%2026-06-302026-07-28

Sponsored

IWR ISHARES TR2.1K shares0.00%2026-06-302026-07-28

CVX CHEVRON CORPORATION1.4K shares5.94%2026-06-302026-07-28

HD HOME DEPOT INC631 shares-2.02%2026-06-302026-07-28

IYW ISHARES TR880 sharesnew addition2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.3.1K shares18.71%2026-06-302026-07-28

PEG PUBLIC SVC ENTERPRISE GROUP2.7K sharesnew addition2026-06-302026-07-28

PG PROCTER & GAMBLE CO1.4K shares-16.73%2026-06-302026-07-28

VGIT VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2026-06-302026-07-28

Sponsored

BAC BANK OF AMER CORP3.6K shares-17.70%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED396 sharesnew addition2026-06-302026-07-28

DIS DISNEY WALT CO2.1K shares-21.40%2026-06-302026-07-28

DFAU

DIMENSIONAL ETF TRUST

-0.88%

Shares840.0K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

6.60%

Shares277.5K

Event2026-06-30

Filed2026-07-28

DFAI

DIMENSIONAL ETF TRUST

13.95%

Shares722.4K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

11.64%

Shares294.6K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

3.71%

Shares358.6K

Event2026-06-30

Filed2026-07-28

VUSB

VANGUARD BD INDEX FDS

3.05%

Shares509.6K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

28.17%

Shares325.8K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

6.60%

Shares253.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

45.13%

Shares58.0K

Event2026-06-30

Filed2026-07-28

AVUS

AMERICAN CENTY ETF TR

2.95%

Shares135.9K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

5.04%

Shares303.3K

Event2026-06-30

Filed2026-07-28

SPTS

SPDR SERIES TRUST

19.30%

Shares561.5K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-0.18%

Shares216.9K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

579.32%

Shares175.0K

Event2026-06-30

Filed2026-07-28

AVDV

AMERICAN CENTY ETF TR

6.73%

Shares145.8K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-2.31%

Shares42.4K

Event2026-06-30

Filed2026-07-28

DFSD

DIMENSIONAL ETF TRUST

57.68%

Shares242.3K

Event2026-06-30

Filed2026-07-28

ISTB

ISHARES TR

2.91%

Shares226.6K

Event2026-06-30

Filed2026-07-28

QLTA

ISHARES TR

4.01%

Shares223.0K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-5.24%

Shares14.3K

Event2026-06-30

Filed2026-07-28

SCZ

ISHARES TR

1.90%

Shares118.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

303.12%

Shares114.4K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-6.61%

Shares29.2K

Event2026-06-30

Filed2026-07-28

AVIV

AMERICAN CENTY ETF TR

1.65%

Shares109.2K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

1.54%

Shares86.3K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

2.95%

Shares159.8K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

9.65%

Shares28.4K

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

44.43%

Shares121.3K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

-0.31%

Shares33.7K

Event2026-06-30

Filed2026-07-28

REZ

ISHARES TR

-0.78%

Shares56.1K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-1.62%

Shares59.0K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-0.11%

Shares22.7K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

-7.77%

Shares56.7K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.70%

Shares5.7K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-0.89%

Shares17.2K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

0.08%

Shares9.8K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

0.00%

Shares25.1K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

2.89%

Shares9.2K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

0.09%

Shares29.9K

Event2026-06-30

Filed2026-07-28

XBIL

RBB FD INC

-5.29%

Shares61.5K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-0.03%

Shares55.4K

Event2026-06-30

Filed2026-07-28

ISHG

ISHARES TR

-10.21%

Shares41.0K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

8.96%

Shares14.3K

Event2026-06-30

Filed2026-07-28

SLQD

ISHARES TR

-0.64%

Shares55.2K

Event2026-06-30

Filed2026-07-28

USRT

ISHARES TR

33.67%

Shares36.3K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-1.83%

Shares10.0K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

2.25%

Shares6.7K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-9.59%

Shares13.9K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-6.62%

Shares5.9K

Event2026-06-30

Filed2026-07-28

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-28

PEBO

PEOPLES BANCORP INC

New

Shares48.8K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.39%

Shares6.2K

Event2026-06-30

Filed2026-07-28

SPTI

SPDR SERIES TRUST

New

Shares62.3K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

-0.11%

Shares19.9K

Event2026-06-30

Filed2026-07-28

SCHC

SCHWAB STRATEGIC TR

-0.70%

Shares35.3K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

8.89%

Shares8.6K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

-1.44%

Shares54.1K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

6.75%

Shares56.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.21%

Shares15.5K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-0.33%

Shares6.6K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

-0.92%

Shares39.5K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-0.18%

Shares3.9K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-3.83%

Shares9.4K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

1.32%

Shares16.3K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

-6.49%

Shares11.1K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

3.80%

Shares35.9K

Event2026-06-30

Filed2026-07-28

SPSB

SPDR SERIES TRUST

-6.15%

Shares38.3K

Event2026-06-30

Filed2026-07-28

FVD

FIRST TR EXCHANGE-TRADED FD

-7.48%

Shares22.6K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

6.55%

Shares1.4K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

1.99%

Shares3.9K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

5.11%

Shares25.5K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-14.82%

Shares1.8K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

-0.57%

Shares12.5K

Event2026-06-30

Filed2026-07-28

DKNG

DRAFTKINGS INC NEW

-0.70%

Shares33.3K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

-1.88%

Shares7.6K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

0.01%

Shares13.9K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

1.70%

Shares4.4K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-0.99%

Shares904

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

-1.29%

Shares18.6K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

511.06%

Shares5.2K

Event2026-06-30

Filed2026-07-28

VISA INC

8.35%

Shares1.8K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

6.67%

Shares1.1K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

2.77%

Shares1.4K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

17.55%

Shares5.4K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

0.03%

Shares3.1K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

-2.10%

Shares5.3K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares502

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

0.17%

Shares599

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-16.89%

Shares4.7K

Event2026-06-30

Filed2026-07-28

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

10.28%

Shares504

Event2026-06-30

Filed2026-07-28

APPN

APPIAN CORP

-9.21%

Shares22.3K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

6.09%

Shares5.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

6.58%

Shares1.5K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares826

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

New

Shares954

Event2026-06-30

Filed2026-07-28

SCHH

SCHWAB STRATEGIC TR

0.15%

Shares19.7K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-2.58%

Shares4.0K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-27.28%

Shares1.2K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-4.59%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

1.45%

Shares1.1K

Event2026-06-30

Filed2026-07-28

WTW

WILLIS TOWERS WATSON PLC LTD

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

6.61%

Shares2.7K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

8.33%

Shares1.5K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares799

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-1.41%

Shares980

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

17.13%

Shares294

Event2026-06-30

Filed2026-07-28

AVGE

AMERICAN CENTY ETF TR

8.02%

Shares3.6K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

1.03%

Shares295

Event2026-06-30

Filed2026-07-28

ISHARES TR

20.12%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DFAW

DIMENSIONAL ETF TRUST

0.59%

Shares4.1K

Event2026-06-30

Filed2026-07-28

DFAR

DIMENSIONAL ETF TRUST

-22.62%

Shares12.8K

Event2026-06-30

Filed2026-07-28

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

6.27%

Shares9.2K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

2.95%

Shares3.9K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

34.98%

Shares5.1K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares701

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-1.26%

Shares2.3K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-0.80%

Shares2.6K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

-0.48%

Shares3.1K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-19.10%

Shares1.8K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

0.33%

Shares3.9K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-1.07%

Shares1.0K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

0.38%

Shares2.4K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

3.40%

Shares2.9K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

-26.82%

Shares5.0K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.57%

Shares702

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-13.33%

Shares891

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

5.94%

Shares1.4K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-2.02%

Shares631

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

New

Shares880

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

18.71%

Shares3.1K

Event2026-06-30

Filed2026-07-28

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-16.73%

Shares1.4K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-17.70%

Shares3.6K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

New

Shares396

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-21.40%

Shares2.1K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available