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The Analysis of Foster Group, Inc.'s Holdings & P&L

Currently, Foster Group, Inc. holds 318 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in VGIT (+148.4K shares, valued at $8.8M), BND (+113.5K shares, valued at $8.3M), N/A (+18.1K shares, valued at $6.7M); decreased their positions in MTUM (-30.2K shares, valued at $10.3M), DFAE (-225.9K shares, valued at $9.1M), VLUE (-15.1K shares, valued at $3.0M); initiated new positions in N/A (+100.9K shares, valued at $5.5M), WFRD (+9.1K shares, valued at $739.2K), SNDK (+315 shares, valued at $716.2K).

1M P&L

-12.5M-0.41%

3M P&L

+80.4M+2.70%

HY P&L

+151.9M+5.23%

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/A2.9B

92.9%

2Consumer Electronics43.9M

1.4%

3Semiconductors22.9M

0.7%

Top Industries by Stock Count

1N/A112 stocks

40.0%

2Semiconductors13 stocks

4.6%

3Banks - Diversified10 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4M shares1.29%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS2.9M shares1.78%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS2.5M shares4.66%2026-06-302026-07-07

QUAL ISHARES TR765.9K shares2.08%2026-06-302026-07-07

VGIT VANGUARD SCOTTSDALE FDS2.8M shares5.59%2026-06-302026-07-07

DFIV DIMENSIONAL ETF TRUST2.9M shares0.23%2026-06-302026-07-07

DFLV DIMENSIONAL ETF TRUST4.0M shares-1.37%2026-06-302026-07-07

DFAE DIMENSIONAL ETF TRUST3.6M shares-5.95%2026-06-302026-07-07

Sponsored

DUHP DIMENSIONAL ETF TRUST3.1M shares2.32%2026-06-302026-07-07

VTV VANGUARD INDEX FDS595.5K shares-1.57%2026-06-302026-07-07

IUSV ISHARES TR1.1M shares1.76%2026-06-302026-07-07

MTUM ISHARES TR287.6K shares-9.49%2026-06-302026-07-07

ISHARES TR ISHARES TR120.4K shares5.50%2026-06-302026-07-07

AVUV AMERICAN CENTY ETF TR685.8K shares-2.37%2026-06-302026-07-07

DFUS DIMENSIONAL ETF TRUST941.4K shares-0.60%2026-06-302026-07-07

DFNM DIMENSIONAL ETF TRUST1.5M shares1.59%2026-06-302026-07-07

Sponsored

IDEV ISHARES TR789.4K shares1.76%2026-06-302026-07-07

DFUV DIMENSIONAL ETF TRUST1.3M shares-0.84%2026-06-302026-07-07

MUB ISHARES TR566.1K shares4.30%2026-06-302026-07-07

ICSH ISHARES TR1.2M shares5.55%2026-06-302026-07-07

DIHP DIMENSIONAL ETF TRUST1.8M shares2.86%2026-06-302026-07-07

VGSH VANGUARD SCOTTSDALE FDS925.6K shares7.03%2026-06-302026-07-07

AVDV AMERICAN CENTY ETF TR502.0K shares1.29%2026-06-302026-07-07

VBR VANGUARD INDEX FDS184.8K shares-1.06%2026-06-302026-07-07

Sponsored

VTEB VANGUARD MUN BD FDS873.9K shares-1.33%2026-06-302026-07-07

AAPL APPLE INC151.5K shares0.96%2026-06-302026-07-07

IEMG ISHARES INC448.5K shares-3.90%2026-06-302026-07-07

GOVT ISHARES TR1.6M shares-1.64%2026-06-302026-07-07

MEAR ISHARES U S ETF TR612.5K shares3.83%2026-06-302026-07-07

QQQ INVESCO QQQ TR41.4K shares4.13%2026-06-302026-07-07

DFAT DIMENSIONAL ETF TRUST385.5K shares-2.21%2026-06-302026-07-07

IQLT ISHARES TR540.9K shares2.25%2026-06-302026-07-07

Sponsored

DFAS DIMENSIONAL ETF TRUST321.2K shares-0.83%2026-06-302026-07-07

VLUE ISHARES TR121.8K shares-11.03%2026-06-302026-07-07

VWO VANGUARD INTL EQUITY INDEX F377.9K shares11.86%2026-06-302026-07-07

TFI SPDR SERIES TRUST468.3K shares-1.72%2026-06-302026-07-07

VT VANGUARD INTL EQUITY INDEX F104.0K shares1.36%2026-06-302026-07-07

IVLU ISHARES TR367.0K shares0.05%2026-06-302026-07-07

BRK.A BERKSHIRE HATHAWAY INC DEL18 shares0.00%2026-06-302026-07-07

BRK.B BERKSHIRE HATHAWAY INC DEL25.3K shares4.60%2026-06-302026-07-07

Sponsored

IWM ISHARES TR40.3K shares-2.04%2026-06-302026-07-07

GOOGL ALPHABET INC30.2K shares8.55%2026-06-302026-07-07

DIA STATE STR SPDR DOW JONES IND17.6K shares0.00%2026-06-302026-07-07

NVDA NVIDIA CORPORATION45.0K shares4.39%2026-06-302026-07-07

AXP AMERICAN EXPRESS CO26.6K shares0.31%2026-06-302026-07-07

DE DEERE & CO11.9K shares0.85%2026-06-302026-07-07

CASY CASEYS GEN STORES INC8.0K shares1.48%2026-06-302026-07-07

DFAW DIMENSIONAL ETF TRUST73.0K shares246.55%2026-06-302026-07-07

Sponsored

MSFT MICROSOFT CORP15.4K shares0.93%2026-06-302026-07-07

SHM SPDR SERIES TRUST119.1K shares-1.67%2026-06-302026-07-07

AMZN AMAZON COM INC23.2K shares8.60%2026-06-302026-07-07

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR100.9K sharesnew addition2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR196.1K shares-0.58%2026-06-302026-07-07

DFSU DIMENSIONAL ETF TRUST115.6K shares-1.88%2026-06-302026-07-07

META PLATFORMS INC META PLATFORMS INC9.2K shares1.23%2026-06-302026-07-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC43.7K shares-0.39%2026-06-302026-07-07

Sponsored

OVV OVINTIV INC85.6K shares14.80%2026-06-302026-07-07

WFC WELLS FARGO & CO49.3K shares5.79%2026-06-302026-07-07

SCHA SCHWAB STRATEGIC TR112.1K shares0.62%2026-06-302026-07-07

ESGU ISHARES TR24.6K shares-0.33%2026-06-302026-07-07

TSM TAIWAN SEMICONDUCTOR MANUFAC8.1K shares11.60%2026-06-302026-07-07

ITOT ISHARES TR23.6K shares-0.43%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS47.8K shares2.19%2026-06-302026-07-07

VCIT VANGUARD SCOTTSDALE FDS44.0K shares3.72%2026-06-302026-07-07

Sponsored

TSLA TESLA INC8.3K shares5.35%2026-06-302026-07-07

MU MICRON TECHNOLOGY INC3.0K shares43.04%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR113.5K shares-1.06%2026-06-302026-07-07

USMV ISHARES TR34.0K shares1.17%2026-06-302026-07-07

BROADCOM INC BROADCOM INC8.6K shares12.46%2026-06-302026-07-07

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS26.6K shares-8.51%2026-06-302026-07-07

DFCF DIMENSIONAL ETF TRUST73.8K shares0.01%2026-06-302026-07-07

ETN EATON CORP PLC7.0K shares1.20%2026-06-302026-07-07

Sponsored

EAGG ISHARES TR63.0K shares1.72%2026-06-302026-07-07

VCSH VANGUARD SCOTTSDALE FDS37.0K shares1.13%2026-06-302026-07-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.9K shares1.86%2026-06-302026-07-07

WMT WALMART INC24.4K shares4.76%2026-06-302026-07-07

CAT CATERPILLAR INC2.5K shares44.91%2026-06-302026-07-07

LLY ELI LILLY & CO2.1K shares14.41%2026-06-302026-07-07

DFGP DIMENSIONAL ETF TRUST46.6K shares1.12%2026-06-302026-07-07

MCD MCDONALDS CORP9.2K shares-0.25%2026-06-302026-07-07

Sponsored

SCHX SCHWAB STRATEGIC TR83.3K shares-0.98%2026-06-302026-07-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC38.6K shares16.95%2026-06-302026-07-07

ABBVIE INC ABBVIE INC9.6K shares4.06%2026-06-302026-07-07

COP CONOCOPHILLIPS22.1K shares-9.00%2026-06-302026-07-07

FNDB SCHWAB STRATEGIC TR75.3K shares0.36%2026-06-302026-07-07

APPLIED MATLS INC APPLIED MATLS INC3.2K shares-5.87%2026-06-302026-07-07

DAL DELTA AIR LINES INC24.2K shares1.03%2026-06-302026-07-07

DFSI DIMENSIONAL ETF TRUST48.4K shares-1.47%2026-06-302026-07-07

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN19.7K shares0.91%2026-06-302026-07-07

JQUA J P MORGAN EXCHANGE TRADED F28.8K shares-5.21%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP15.2K shares3.76%2026-06-302026-07-07

VOO VANGUARD INDEX FDS2.9K shares0.95%2026-06-302026-07-07

PM PHILIP MORRIS INTL INC10.8K shares2.56%2026-06-302026-07-07

VUG VANGUARD INDEX FDS22.6K shares533.20%2026-06-302026-07-07

AMD ADVANCED MICRO DEVICES INC3.3K shares22.14%2026-06-302026-07-07

SCHC SCHWAB STRATEGIC TR38.1K shares5.78%2026-06-302026-07-07

Sponsored

SCHE SCHWAB STRATEGIC TR49.9K shares5.45%2026-06-302026-07-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.9K shares9.90%2026-06-302026-07-07

SBSW SIBANYE STILLWATER LTD176.3K shares0.00%2026-06-302026-07-07

JNJ JOHNSON & JOHNSON5.8K shares1.34%2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.0K shares18.00%2026-06-302026-07-07

TT TRANE TECHNOLOGIES PLC3.0K shares2.22%2026-06-302026-07-07

FDX FEDEX CORP4.6K shares1.03%2026-06-302026-07-07

AVLV AMERICAN CENTY ETF TR15.6K shares-5.68%2026-06-302026-07-07

Sponsored

ORACLE CORP ORACLE CORP9.6K shares3.20%2026-06-302026-07-07

IUSB ISHARES TR29.5K shares-2.04%2026-06-302026-07-07

INTC INTEL CORP9.7K shares22.33%2026-06-302026-07-07

VISA INC VISA INC3.9K shares2.80%2026-06-302026-07-07

EFAV ISHARES TR15.0K shares0.87%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.4K shares0.80%2026-06-302026-07-07

IWF ISHARES TR10.3K shares309.60%2026-06-302026-07-07

ESGD ISHARES TR11.8K shares0.69%2026-06-302026-07-07

Sponsored

GOOG ALPHABET INC3.4K shares49.40%2026-06-302026-07-07

LRCX LAM RESEARCH CORP2.6K shares3.49%2026-06-302026-07-07

CISCO SYS INC CISCO SYS INC9.7K shares34.90%2026-06-302026-07-07

BA BOEING CO5.1K shares1.70%2026-06-302026-07-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.1K shares1.01%2026-06-302026-07-07

ASML ASML HLDG NV542 shares22.35%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS11.0K shares3.70%2026-06-302026-07-07

IJR ISHARES TR7.2K shares-13.47%2026-06-302026-07-07

Sponsored

DFSV DIMENSIONAL ETF TRUST27.0K shares0.17%2026-06-302026-07-07

SPHQ INVESCO EXCHANGE TRADED FD T11.0K shares-0.54%2026-06-302026-07-07

SCHH SCHWAB STRATEGIC TR41.0K shares0.69%2026-06-302026-07-07

GE GE AEROSPACE2.6K shares10.48%2026-06-302026-07-07

EEMV ISHARES INC12.7K shares-3.15%2026-06-302026-07-07

CVX CHEVRON CORPORATION5.8K shares6.10%2026-06-302026-07-07

AMGN AMGEN INC2.6K shares3.93%2026-06-302026-07-07

PG PROCTER & GAMBLE CO6.5K shares1.83%2026-06-302026-07-07

Sponsored

MO ALTRIA GROUP INC12.2K shares1.63%2026-06-302026-07-07

UMC UNITED MICROELECTRONICS CORP30.9K shares-22.14%2026-06-302026-07-07

EEM ISHARES TR12.3K shares0.00%2026-06-302026-07-07

VV VANGUARD INDEX FDS2.4K shares24.88%2026-06-302026-07-07

IWN ISHARES TR3.7K shares-2.22%2026-06-302026-07-07

EFV ISHARES TR10.7K shares-3.66%2026-06-302026-07-07

WTBA WEST BANCORPORATION INC30.7K shares0.00%2026-06-302026-07-07

S&P GLOBAL INC S&P GLOBAL INC2.0K shares-1.44%2026-06-302026-07-07

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DIS DISNEY WALT CO8.4K shares10.69%2026-06-302026-07-07

KO COCA COLA CO9.9K shares7.54%2026-06-302026-07-07

FNDE SCHWAB STRATEGIC TR20.1K shares0.47%2026-06-302026-07-07

PEP PEPSICO INC5.8K shares-13.12%2026-06-302026-07-07

DFGR DIMENSIONAL ETF TRUST27.1K shares12.47%2026-06-302026-07-07

HD HOME DEPOT INC2.2K shares4.07%2026-06-302026-07-07

BAC BANK OF AMER CORP13.7K shares15.42%2026-06-302026-07-07

UAL UNITED AIRLS HLDGS INC5.7K shares0.00%2026-06-302026-07-07

Sponsored

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD17.2K shares7.85%2026-06-302026-07-07

VPU VANGUARD WORLD FD4.0K shares1.28%2026-06-302026-07-07

PFE PFIZER INC31.7K shares-2.52%2026-06-302026-07-07

DFIP DIMENSIONAL ETF TRUST18.1K shares0.00%2026-06-302026-07-07

IBM INTERNATIONAL BUSINESS MACHS2.6K shares2.20%2026-06-302026-07-07

WFRD WEATHERFORD INTL PLC9.1K sharesnew addition2026-06-302026-07-07

KLAC KLA CORP2.4K shares1118.27%2026-06-302026-07-07

SNDK SANDISK CORP315 sharesnew addition2026-06-302026-07-07

Sponsored

MDLZ MONDELEZ INTL INC12.2K shares8.76%2026-06-302026-07-07

MRK MERCK & CO INC5.5K shares8.10%2026-06-302026-07-07

IWV ISHARES TR1.6K shares-1.39%2026-06-302026-07-07

RTX CORPORATION RTX CORPORATION3.6K shares7.35%2026-06-302026-07-07

WDC WESTERN DIGITAL CORP1.1K shares10.14%2026-06-302026-07-07

ORI OLD REP INTL CORP16.7K shares0.51%2026-06-302026-07-07

GEV GE VERNOVA INC582 shares7.98%2026-06-302026-07-07

SHV ISHARES TR6.1K shares3.02%2026-06-302026-07-07

Sponsored

DFSE DIMENSIONAL ETF TRUST13.7K shares-4.73%2026-06-302026-07-07

REET ISHARES TR24.0K shares-14.14%2026-06-302026-07-07

ABT ABBOTT LABORATORIES7.3K shares-2.52%2026-06-302026-07-07

MS MORGAN STANLEY3.1K shares10.35%2026-06-302026-07-07

EMXC ISHARES INC6.2K shares-9.51%2026-06-302026-07-07

ANET ARISTA NETWORKS INC3.7K shares80.97%2026-06-302026-07-07

EQX EQUINOX GOLD CORP65.0K shares0.00%2026-06-302026-07-07

GLD SPDR GOLD TR1.7K shares0.00%2026-06-302026-07-07

Sponsored

BKR BAKER HUGHES COMPANY11.1K sharesnew addition2026-06-302026-07-07

NVS NOVARTIS AG3.8K shares9.95%2026-06-302026-07-07

GS GOLDMAN SACHS GROUP INC591 shares17.73%2026-06-302026-07-07

ESGE ISHARES INC10.7K shares-9.28%2026-06-302026-07-07

AVEM AMERICAN CENTY ETF TR5.8K shares-2.59%2026-06-302026-07-07

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

SLB SLB LIMITED11.7K sharesnew addition2026-06-302026-07-07

NETFLIX INC. NETFLIX INC.7.6K shares-2.26%2026-06-302026-07-07

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CORTEVA INC CORTEVA INC6.2K shares-11.57%2026-06-302026-07-07

ESML ISHARES TR9.4K shares-4.13%2026-06-302026-07-07

PANW PALO ALTO NETWORKS INC1.5K sharesnew addition2026-06-302026-07-07

DUK DUKE ENERGY CORP NEW4.0K shares11.30%2026-06-302026-07-07

WELL WELLTOWER INC2.2K shares5.68%2026-06-302026-07-07

UNP UNION PAC CORP1.8K shares8.02%2026-06-302026-07-07

VSGX VANGUARD WORLD FD5.9K shares-7.40%2026-06-302026-07-07

ROK ROCKWELL AUTOMATION INC986 shares5.91%2026-06-302026-07-07

Sponsored

APH AMPHENOL CORP2.7K shares9.91%2026-06-302026-07-07

USB US BANCORP7.9K shares22.08%2026-06-302026-07-07

KB KB FINL GROUP INC4.5K shares18.89%2026-06-302026-07-07

NEXTERA ENERGY INC NEXTERA ENERGY INC5.3K shares-1.69%2026-06-302026-07-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC607 shares13.04%2026-06-302026-07-07

SUSL ISHARES TR3.5K shares-0.88%2026-06-302026-07-07

HSBC HSBC HLDGS PLC4.9K shares-0.25%2026-06-302026-07-07

NSC NORFOLK SOUTHN CORP1.4K shares3.08%2026-06-302026-07-07

Sponsored

VXUS VANGUARD STAR FDS5.1K shares2.30%2026-06-302026-07-07

WF WOORI FINL GROUP INC7.4K shares16.51%2026-06-302026-07-07

LIN LINDE PLC822 shares13.38%2026-06-302026-07-07

CL COLGATE PALMOLIVE CO4.6K shares8.17%2026-06-302026-07-07

ADP AUTOMATIC DATA PROCESSING IN1.8K shares79.09%2026-06-302026-07-07

T AT&T INC19.8K shares-4.64%2026-06-302026-07-07

GLW CORNING INC1.6K shares-3.96%2026-06-302026-07-07

AAXJ ISHARES TR3.4K shares0.00%2026-06-302026-07-07

Sponsored

HSY HERSHEY CO2.3K shares-0.13%2026-06-302026-07-07

DELL DELL TECHNOLOGIES INC934 sharesnew addition2026-06-302026-07-07

MUFG MITSUBISHI UFJ FINANCIAL GRO20.2K shares15.05%2026-06-302026-07-07

ALB ALBEMARLE CORP3.0K shares-1.70%2026-06-302026-07-07

CHT CHUNGHWA TELECOM CO LTD9.0K shares-8.61%2026-06-302026-07-07

PH PARKER-HANNIFIN CORP404 shares16.76%2026-06-302026-07-07

LII LENNOX INTL INC681 shares3.03%2026-06-302026-07-07

ASTRAZENECA PLC ASTRAZENECA PLC2.1K sharesnew addition2026-06-302026-07-07

Sponsored

ITW ILLINOIS TOOL WKS INC1.4K shares1.48%2026-06-302026-07-07

COF CAPITAL ONE FINL CORP1.9K shares11.07%2026-06-302026-07-07

HAL HALLIBURTON CO11.4K sharesnew addition2026-06-302026-07-07

SHG SHINHAN FINANCIAL GROUP CO L6.1K shares25.01%2026-06-302026-07-07

DFAC DIMENSIONAL ETF TRUST8.7K shares-42.36%2026-06-302026-07-07

VFMO VANGUARD WELLINGTON FD1.5K shares-0.06%2026-06-302026-07-07

CHUBB LIMITED CHUBB LIMITED1.1K shares5.61%2026-06-302026-07-07

AFL AFLAC INC3.3K shares33.46%2026-06-302026-07-07

Sponsored

IAU ISHARES GOLD TR5.0K shares0.00%2026-06-302026-07-07

LOW LOWES COS INC1.7K shares-11.27%2026-06-302026-07-07

BE BLOOM ENERGY CORP1.2K sharesnew addition2026-06-302026-07-07

CP CANADIAN PACIFIC KANSAS CITY4.3K shares3.31%2026-06-302026-07-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.7K shares0.79%2026-06-302026-07-07

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-06-302026-07-07

TJX TJX COS INC NEW2.4K shares-3.49%2026-06-302026-07-07

BANCO SANTANDER SA BANCO SANTANDER SA25.4K shares17.03%2026-06-302026-07-07

Sponsored

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC2.3K sharesnew addition2026-06-302026-07-07

VNQI VANGUARD INTL EQUITY INDEX F7.6K shares1.41%2026-06-302026-07-07

IMOS CHIPMOS TECHNOLOGIES INC5.3K sharesnew addition2026-06-302026-07-07

SUB ISHARES TR3.1K shares-0.13%2026-06-302026-07-07

MAR MARRIOTT INTL INC NEW890 shares7.88%2026-06-302026-07-07

SHEL SHELL PLC4.2K shares18.65%2026-06-302026-07-07

PLD PROLOGIS INC.2.4K shares14.29%2026-06-302026-07-07

VRT VERTIV HOLDINGS CO956 shares10.65%2026-06-302026-07-07

Sponsored

UBS UBS GROUP AG6.5K sharesnew addition2026-06-302026-07-07

ADI ANALOG DEVICES INC805 shares16.16%2026-06-302026-07-07

SAP SAP SE2.1K shares50.33%2026-06-302026-07-07

SOUTHERN CO SOUTHERN CO3.3K shares1.75%2026-06-302026-07-07

SCCO SOUTHERN COPPER CORP1.8K shares8.35%2026-06-302026-07-07

IWD ISHARES TR1.3K sharesnew addition2026-06-302026-07-07

VB VANGUARD INDEX FDS1.0K shares-4.96%2026-06-302026-07-07

SBUX STARBUCKS CORP3.0K shares-4.81%2026-06-302026-07-07

Sponsored

SIMO SILICON MOTION TECHNOLOGY CO921 sharesnew addition2026-06-302026-07-07

RY ROYAL BK CDA1.5K sharesnew addition2026-06-302026-07-07

BK BANK OF NY MELLON CORP2.1K shares6.20%2026-06-302026-07-07

GIS GENERAL MILLS INC8.6K shares16.87%2026-06-302026-07-07

AOS SMITH A O CORP4.7K shares-2.32%2026-06-302026-07-07

ATLO AMES NATL CORP9.9K shares0.79%2026-06-302026-07-07

VZ VERIZON COMMUNICATIONS INC6.9K shares-11.44%2026-06-302026-07-07

QUANTA SVCS INC QUANTA SVCS INC400 shares9.29%2026-06-302026-07-07

Sponsored

SHOP SHOPIFY INC2.5K shares6.72%2026-06-302026-07-07

C CITIGROUP INC2.0K shares1.69%2026-06-302026-07-07

VRTX VERTEX PHARMACEUTICALS INC575 shares16.40%2026-06-302026-07-07

SCHW SCHWAB CHARLES CORP3.1K shares15.75%2026-06-302026-07-07

APPLOVIN CORP APPLOVIN CORP543 shares7.52%2026-06-302026-07-07

QCOM QUALCOMM INC1.5K sharesnew addition2026-06-302026-07-07

QCRH QCR HLDGS INC2.9K shares0.00%2026-06-302026-07-07

GILD GILEAD SCIENCES INC2.2K shares-5.40%2026-06-302026-07-07

Sponsored

BHP BHP BILLITON LIMITED3.3K sharesnew addition2026-06-302026-07-07

PGR PROGRESSIVE CORP1.3K shares25.05%2026-06-302026-07-07

CMI CUMMINS INC386 sharesnew addition2026-06-302026-07-07

SDY SPDR SERIES TRUST1.8K shares1.12%2026-06-302026-07-07

VBK VANGUARD INDEX FDS746 shares-13.05%2026-06-302026-07-07

SWX SOUTHWEST GAS HLDGS INC3.0K sharesnew addition2026-06-302026-07-07

MDY STATE STR SPDR S&P MIDCAP 40381 shares0.00%2026-06-302026-07-07

SLYV SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-07

Sponsored

UBER UBER TECHNOLOGIES INC3.7K shares1.44%2026-06-302026-07-07

PHG KONINKLIJKE PHILIPS N V9.6K shares1.93%2026-06-302026-07-07

ISHARES TR ISHARES TR2.7K shares6.29%2026-06-302026-07-07

MCK MCKESSON CORP340 shares-5.29%2026-06-302026-07-07

PSX PHILLIPS 661.5K shares-48.52%2026-06-302026-07-07

CDNS CADENCE DESIGN SYSTEM INC676 sharesnew addition2026-06-302026-07-07

KT KT CORP14.6K shares35.08%2026-06-302026-07-07

TMO THERMO FISHER SCIENTIFIC INC497 shares13.99%2026-06-302026-07-07

Sponsored

ACA ARCOSA INC1.7K sharesnew addition2026-06-302026-07-07

BMY BRISTOL-MYERS SQUIBB CO4.3K shares5.52%2026-06-302026-07-07

EMR EMERSON ELEC CO1.7K sharesnew addition2026-06-302026-07-07

AME AMETEK INC1.0K sharesnew addition2026-06-302026-07-07

IR INGERSOLL RAND INC2.9K shares-1.44%2026-06-302026-07-07

TD TORONTO DOMINION BK ONT2.0K sharesnew addition2026-06-302026-07-07

SYK STRYKER CORPORATION751 shares-2.72%2026-06-302026-07-07

BBVA BANCO BILBAO VIZCAYA ARGENTA9.4K sharesnew addition2026-06-302026-07-07

Sponsored

MPC MARATHON PETE CORP921 shares5.98%2026-06-302026-07-07

HPE HEWLETT PACKARD ENTERPRISE C5.2K sharesnew addition2026-06-302026-07-07

CAH CARDINAL HEALTH INC985 shares3.68%2026-06-302026-07-07

SKM SK TELECOM CO LTD7.3K sharesnew addition2026-06-302026-07-07

MPWR MONOLITHIC PWR SYS INC168 sharesnew addition2026-06-302026-07-07

DFAR DIMENSIONAL ETF TRUST8.8K shares0.00%2026-06-302026-07-07

RDY DR REDDYS LABS LTD15.9K shares-29.66%2026-06-302026-07-07

HLT HILTON WORLDWIDE HLDGS INC684 sharesnew addition2026-06-302026-07-07

Sponsored

NULV NUSHARES ETF TR4.5K shares-0.88%2026-06-302026-07-07

KMI KINDER MORGAN INC DEL7.0K shares8.86%2026-06-302026-07-07

VAW VANGUARD WORLD FD968 shares0.10%2026-06-302026-07-07

WMB WILLIAMS COS INC3.0K sharesnew addition2026-06-302026-07-07

VONV VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2026-06-302026-07-07

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-07

BKNG BOOKING HOLDINGS INC1.2K shares2038.60%2026-06-302026-07-07

TGT TARGET CORP1.6K sharesnew addition2026-06-302026-07-07

Sponsored

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC12.4K shares-0.54%2026-06-302026-07-07

BTI BRITISH AMERN TOB PLC3.5K sharesnew addition2026-06-302026-07-07

CMCSA COMCAST CORP NEW8.6K shares5.65%2026-06-302026-07-07

HWM HOWMET AEROSPACE INC769 sharesnew addition2026-06-302026-07-07

SPG SIMON PPTY GROUP INC NEW919 sharesnew addition2026-06-302026-07-07

ISRG INTUITIVE SURGICAL INC514 shares1.98%2026-06-302026-07-07

UTG REAVES UTIL INCOME FD5.0K sharesnew addition2026-06-302026-07-07

GSK PLC GSK PLC3.9K sharesnew addition2026-06-302026-07-07

Sponsored

IQDG WISDOMTREE TR4.7K sharesnew addition2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS847 sharesnew addition2026-06-302026-07-07

WIT WIPRO LTD74.3K shares41.87%2026-06-302026-07-07

VALE VALE S A10.9K shares4.52%2026-06-302026-07-07

NOK NOKIA CORP10.4K sharesnew addition2026-06-302026-07-07

INFY INFOSYS LTD12.1K sharesnew addition2026-06-302026-07-07

MFG MIZUHO FINANCIAL GROUP INC11.5K sharesnew addition2026-06-302026-07-07

Sponsored

VIR VIR BIOTECHNOLOGY INC10.2K shares1.74%2026-06-302026-07-07

NMR NOMURA HLDGS INC10.1K sharesnew addition2026-06-302026-07-07

LPL LG DISPLAY CO LTD21.2K sharesnew addition2026-06-302026-07-07

LYG LLOYDS BANKING GROUP PLC12.4K shares0.00%2026-06-302026-07-07

ENIC ENEL CHILE SA10.7K shares0.00%2026-06-302026-07-07

ABEV AMBEV SA14.0K shares0.00%2026-06-302026-07-07

VANGUARD INDEX FDS

1.29%

Shares1.4M

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

1.78%

Shares2.9M

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

4.66%

Shares2.5M

Event2026-06-30

Filed2026-07-07

QUAL

ISHARES TR

2.08%

Shares765.9K

Event2026-06-30

Filed2026-07-07

VGIT

VANGUARD SCOTTSDALE FDS

5.59%

Shares2.8M

Event2026-06-30

Filed2026-07-07

DFIV

DIMENSIONAL ETF TRUST

0.23%

Shares2.9M

Event2026-06-30

Filed2026-07-07

DFLV

DIMENSIONAL ETF TRUST

-1.37%

Shares4.0M

Event2026-06-30

Filed2026-07-07

DFAE

DIMENSIONAL ETF TRUST

-5.95%

Shares3.6M

Event2026-06-30

Filed2026-07-07

DUHP

DIMENSIONAL ETF TRUST

2.32%

Shares3.1M

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

-1.57%

Shares595.5K

Event2026-06-30

Filed2026-07-07

IUSV

ISHARES TR

1.76%

Shares1.1M

Event2026-06-30

Filed2026-07-07

MTUM

ISHARES TR

-9.49%

Shares287.6K

Event2026-06-30

Filed2026-07-07

ISHARES TR

5.50%

Shares120.4K

Event2026-06-30

Filed2026-07-07

AVUV

AMERICAN CENTY ETF TR

-2.37%

Shares685.8K

Event2026-06-30

Filed2026-07-07

DFUS

DIMENSIONAL ETF TRUST

-0.60%

Shares941.4K

Event2026-06-30

Filed2026-07-07

DFNM

DIMENSIONAL ETF TRUST

1.59%

Shares1.5M

Event2026-06-30

Filed2026-07-07

IDEV

ISHARES TR

1.76%

Shares789.4K

Event2026-06-30

Filed2026-07-07

DFUV

DIMENSIONAL ETF TRUST

-0.84%

Shares1.3M

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

4.30%

Shares566.1K

Event2026-06-30

Filed2026-07-07

ICSH

ISHARES TR

5.55%

Shares1.2M

Event2026-06-30

Filed2026-07-07

DIHP

DIMENSIONAL ETF TRUST

2.86%

Shares1.8M

Event2026-06-30

Filed2026-07-07

VGSH

VANGUARD SCOTTSDALE FDS

7.03%

Shares925.6K

Event2026-06-30

Filed2026-07-07

AVDV

AMERICAN CENTY ETF TR

1.29%

Shares502.0K

Event2026-06-30

Filed2026-07-07

VBR

VANGUARD INDEX FDS

-1.06%

Shares184.8K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

-1.33%

Shares873.9K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

0.96%

Shares151.5K

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

-3.90%

Shares448.5K

Event2026-06-30

Filed2026-07-07

GOVT

ISHARES TR

-1.64%

Shares1.6M

Event2026-06-30

Filed2026-07-07

MEAR

ISHARES U S ETF TR

3.83%

Shares612.5K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

4.13%

Shares41.4K

Event2026-06-30

Filed2026-07-07

DFAT

DIMENSIONAL ETF TRUST

-2.21%

Shares385.5K

Event2026-06-30

Filed2026-07-07

IQLT

ISHARES TR

2.25%

Shares540.9K

Event2026-06-30

Filed2026-07-07

DFAS

DIMENSIONAL ETF TRUST

-0.83%

Shares321.2K

Event2026-06-30

Filed2026-07-07

VLUE

ISHARES TR

-11.03%

Shares121.8K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

11.86%

Shares377.9K

Event2026-06-30

Filed2026-07-07

TFI

SPDR SERIES TRUST

-1.72%

Shares468.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INTL EQUITY INDEX F

1.36%

Shares104.0K

Event2026-06-30

Filed2026-07-07

IVLU

ISHARES TR

0.05%

Shares367.0K

Event2026-06-30

Filed2026-07-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares18

Event2026-06-30

Filed2026-07-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.60%

Shares25.3K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

-2.04%

Shares40.3K

Event2026-06-30

Filed2026-07-07

GOOGL

ALPHABET INC

8.55%

Shares30.2K

Event2026-06-30

Filed2026-07-07

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-07

NVDA

NVIDIA CORPORATION

4.39%

Shares45.0K

Event2026-06-30

Filed2026-07-07

AXP

AMERICAN EXPRESS CO

0.31%

Shares26.6K

Event2026-06-30

Filed2026-07-07

DEERE & CO

0.85%

Shares11.9K

Event2026-06-30

Filed2026-07-07

CASY

CASEYS GEN STORES INC

1.48%

Shares8.0K

Event2026-06-30

Filed2026-07-07

DFAW

DIMENSIONAL ETF TRUST

246.55%

Shares73.0K

Event2026-06-30

Filed2026-07-07

MSFT

MICROSOFT CORP

0.93%

Shares15.4K

Event2026-06-30

Filed2026-07-07

SHM

SPDR SERIES TRUST

-1.67%

Shares119.1K

Event2026-06-30

Filed2026-07-07

AMZN

AMAZON COM INC

8.60%

Shares23.2K

Event2026-06-30

Filed2026-07-07

AMERICAN CENTY ETF TR

New

Shares100.9K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

-0.58%

Shares196.1K

Event2026-06-30

Filed2026-07-07

DFSU

DIMENSIONAL ETF TRUST

-1.88%

Shares115.6K

Event2026-06-30

Filed2026-07-07

META PLATFORMS INC

1.23%

Shares9.2K

Event2026-06-30

Filed2026-07-07

PALANTIR TECHNOLOGIES INC

-0.39%

Shares43.7K

Event2026-06-30

Filed2026-07-07

OVV

OVINTIV INC

14.80%

Shares85.6K

Event2026-06-30

Filed2026-07-07

WFC

WELLS FARGO & CO

5.79%

Shares49.3K

Event2026-06-30

Filed2026-07-07

SCHA

SCHWAB STRATEGIC TR

0.62%

Shares112.1K

Event2026-06-30

Filed2026-07-07

ESGU

ISHARES TR

-0.33%

Shares24.6K

Event2026-06-30

Filed2026-07-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

11.60%

Shares8.1K

Event2026-06-30

Filed2026-07-07

ITOT

ISHARES TR

-0.43%

Shares23.6K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

2.19%

Shares47.8K

Event2026-06-30

Filed2026-07-07

VCIT

VANGUARD SCOTTSDALE FDS

3.72%

Shares44.0K

Event2026-06-30

Filed2026-07-07

TSLA

TESLA INC

5.35%

Shares8.3K

Event2026-06-30

Filed2026-07-07

MICRON TECHNOLOGY INC

43.04%

Shares3.0K

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

-1.06%

Shares113.5K

Event2026-06-30

Filed2026-07-07

USMV

ISHARES TR

1.17%

Shares34.0K

Event2026-06-30

Filed2026-07-07

BROADCOM INC

12.46%

Shares8.6K

Event2026-06-30

Filed2026-07-07

VANGUARD SCOTTSDALE FDS

-8.51%

Shares26.6K

Event2026-06-30

Filed2026-07-07

DFCF

DIMENSIONAL ETF TRUST

0.01%

Shares73.8K

Event2026-06-30

Filed2026-07-07

ETN

EATON CORP PLC

1.20%

Shares7.0K

Event2026-06-30

Filed2026-07-07

EAGG

ISHARES TR

1.72%

Shares63.0K

Event2026-06-30

Filed2026-07-07

VCSH

VANGUARD SCOTTSDALE FDS

1.13%

Shares37.0K

Event2026-06-30

Filed2026-07-07

JPMORGAN CHASE & CO

1.86%

Shares8.9K

Event2026-06-30

Filed2026-07-07

WMT

WALMART INC

4.76%

Shares24.4K

Event2026-06-30

Filed2026-07-07

CAT

CATERPILLAR INC

44.91%

Shares2.5K

Event2026-06-30

Filed2026-07-07

LLY

ELI LILLY & CO

14.41%

Shares2.1K

Event2026-06-30

Filed2026-07-07

DFGP

DIMENSIONAL ETF TRUST

1.12%

Shares46.6K

Event2026-06-30

Filed2026-07-07

MCD

MCDONALDS CORP

-0.25%

Shares9.2K

Event2026-06-30

Filed2026-07-07

SCHX

SCHWAB STRATEGIC TR

-0.98%

Shares83.3K

Event2026-06-30

Filed2026-07-07

FREEPORT MCMORAN INC

16.95%

Shares38.6K

Event2026-06-30

Filed2026-07-07

ABBVIE INC

4.06%

Shares9.6K

Event2026-06-30

Filed2026-07-07

COP

CONOCOPHILLIPS

-9.00%

Shares22.1K

Event2026-06-30

Filed2026-07-07

FNDB

SCHWAB STRATEGIC TR

0.36%

Shares75.3K

Event2026-06-30

Filed2026-07-07

APPLIED MATLS INC

-5.87%

Shares3.2K

Event2026-06-30

Filed2026-07-07

DAL

DELTA AIR LINES INC

1.03%

Shares24.2K

Event2026-06-30

Filed2026-07-07

DFSI

DIMENSIONAL ETF TRUST

-1.47%

Shares48.4K

Event2026-06-30

Filed2026-07-07

PFG

PRINCIPAL FINANCIAL GROUP IN

0.91%

Shares19.7K

Event2026-06-30

Filed2026-07-07

JQUA

J P MORGAN EXCHANGE TRADED F

-5.21%

Shares28.8K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

3.76%

Shares15.2K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

0.95%

Shares2.9K

Event2026-06-30

Filed2026-07-07

PHILIP MORRIS INTL INC

2.56%

Shares10.8K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

533.20%

Shares22.6K

Event2026-06-30

Filed2026-07-07

AMD

ADVANCED MICRO DEVICES INC

22.14%

Shares3.3K

Event2026-06-30

Filed2026-07-07

SCHC

SCHWAB STRATEGIC TR

5.78%

Shares38.1K

Event2026-06-30

Filed2026-07-07

SCHE

SCHWAB STRATEGIC TR

5.45%

Shares49.9K

Event2026-06-30

Filed2026-07-07

UNITEDHEALTH GROUP INC

9.90%

Shares3.9K

Event2026-06-30

Filed2026-07-07

SBSW

SIBANYE STILLWATER LTD

0.00%

Shares176.3K

Event2026-06-30

Filed2026-07-07

JNJ

JOHNSON & JOHNSON

1.34%

Shares5.8K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

18.00%

Shares2.0K

Event2026-06-30

Filed2026-07-07

TRANE TECHNOLOGIES PLC

2.22%

Shares3.0K

Event2026-06-30

Filed2026-07-07

FDX

FEDEX CORP

1.03%

Shares4.6K

Event2026-06-30

Filed2026-07-07

AVLV

AMERICAN CENTY ETF TR

-5.68%

Shares15.6K

Event2026-06-30

Filed2026-07-07

ORACLE CORP

3.20%

Shares9.6K

Event2026-06-30

Filed2026-07-07

IUSB

ISHARES TR

-2.04%

Shares29.5K

Event2026-06-30

Filed2026-07-07

INTC

INTEL CORP

22.33%

Shares9.7K

Event2026-06-30

Filed2026-07-07

VISA INC

2.80%

Shares3.9K

Event2026-06-30

Filed2026-07-07

EFAV

ISHARES TR

0.87%

Shares15.0K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.80%

Shares1.4K

Event2026-06-30

Filed2026-07-07

IWF

ISHARES TR

309.60%

Shares10.3K

Event2026-06-30

Filed2026-07-07

ESGD

ISHARES TR

0.69%

Shares11.8K

Event2026-06-30

Filed2026-07-07

GOOG

ALPHABET INC

49.40%

Shares3.4K

Event2026-06-30

Filed2026-07-07

LRCX

LAM RESEARCH CORP

3.49%

Shares2.6K

Event2026-06-30

Filed2026-07-07

CISCO SYS INC

34.90%

Shares9.7K

Event2026-06-30

Filed2026-07-07

BOEING CO

1.70%

Shares5.1K

Event2026-06-30

Filed2026-07-07

MASTERCARD INCORPORATED

1.01%

Shares2.1K

Event2026-06-30

Filed2026-07-07

ASML

ASML HLDG NV

22.35%

Shares542

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

3.70%

Shares11.0K

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-13.47%

Shares7.2K

Event2026-06-30

Filed2026-07-07

DFSV

DIMENSIONAL ETF TRUST

0.17%

Shares27.0K

Event2026-06-30

Filed2026-07-07

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.54%

Shares11.0K

Event2026-06-30

Filed2026-07-07

SCHH

SCHWAB STRATEGIC TR

0.69%

Shares41.0K

Event2026-06-30

Filed2026-07-07

GE AEROSPACE

10.48%

Shares2.6K

Event2026-06-30

Filed2026-07-07

EEMV

ISHARES INC

-3.15%

Shares12.7K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

6.10%

Shares5.8K

Event2026-06-30

Filed2026-07-07

AMGN

AMGEN INC

3.93%

Shares2.6K

Event2026-06-30

Filed2026-07-07

PROCTER & GAMBLE CO

1.83%

Shares6.5K

Event2026-06-30

Filed2026-07-07

ALTRIA GROUP INC

1.63%

Shares12.2K

Event2026-06-30

Filed2026-07-07

UMC

UNITED MICROELECTRONICS CORP

-22.14%

Shares30.9K

Event2026-06-30

Filed2026-07-07

EEM

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

24.88%

Shares2.4K

Event2026-06-30

Filed2026-07-07

IWN

ISHARES TR

-2.22%

Shares3.7K

Event2026-06-30

Filed2026-07-07

EFV

ISHARES TR

-3.66%

Shares10.7K

Event2026-06-30

Filed2026-07-07

WTBA

WEST BANCORPORATION INC

0.00%

Shares30.7K

Event2026-06-30

Filed2026-07-07

S&P GLOBAL INC

-1.44%

Shares2.0K

Event2026-06-30

Filed2026-07-07

DIS

DISNEY WALT CO

10.69%

Shares8.4K

Event2026-06-30

Filed2026-07-07

COCA COLA CO

7.54%

Shares9.9K

Event2026-06-30

Filed2026-07-07

FNDE

SCHWAB STRATEGIC TR

0.47%

Shares20.1K

Event2026-06-30

Filed2026-07-07

PEP

PEPSICO INC

-13.12%

Shares5.8K

Event2026-06-30

Filed2026-07-07

DFGR

DIMENSIONAL ETF TRUST

12.47%

Shares27.1K

Event2026-06-30

Filed2026-07-07

HOME DEPOT INC

4.07%

Shares2.2K

Event2026-06-30

Filed2026-07-07

BAC

BANK OF AMER CORP

15.42%

Shares13.7K

Event2026-06-30

Filed2026-07-07

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-07

ASE TECHNOLOGY HLDG CO LTD

7.85%

Shares17.2K

Event2026-06-30

Filed2026-07-07

VPU

VANGUARD WORLD FD

1.28%

Shares4.0K

Event2026-06-30

Filed2026-07-07

PFE

PFIZER INC

-2.52%

Shares31.7K

Event2026-06-30

Filed2026-07-07

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-07

IBM

INTERNATIONAL BUSINESS MACHS

2.20%

Shares2.6K

Event2026-06-30

Filed2026-07-07

WFRD

WEATHERFORD INTL PLC

New

Shares9.1K

Event2026-06-30

Filed2026-07-07

KLAC

KLA CORP

1118.27%

Shares2.4K

Event2026-06-30

Filed2026-07-07

SNDK

SANDISK CORP

New

Shares315

Event2026-06-30

Filed2026-07-07

MDLZ

MONDELEZ INTL INC

8.76%

Shares12.2K

Event2026-06-30

Filed2026-07-07

MRK

MERCK & CO INC

8.10%

Shares5.5K

Event2026-06-30

Filed2026-07-07

IWV

ISHARES TR

-1.39%

Shares1.6K

Event2026-06-30

Filed2026-07-07

RTX CORPORATION

7.35%

Shares3.6K

Event2026-06-30

Filed2026-07-07

WDC

WESTERN DIGITAL CORP

10.14%

Shares1.1K

Event2026-06-30

Filed2026-07-07

ORI

OLD REP INTL CORP

0.51%

Shares16.7K

Event2026-06-30

Filed2026-07-07

GEV

GE VERNOVA INC

7.98%

Shares582

Event2026-06-30

Filed2026-07-07

SHV

ISHARES TR

3.02%

Shares6.1K

Event2026-06-30

Filed2026-07-07

DFSE

DIMENSIONAL ETF TRUST

-4.73%

Shares13.7K

Event2026-06-30

Filed2026-07-07

REET

ISHARES TR

-14.14%

Shares24.0K

Event2026-06-30

Filed2026-07-07

ABT

ABBOTT LABORATORIES

-2.52%

Shares7.3K

Event2026-06-30

Filed2026-07-07

MORGAN STANLEY

10.35%

Shares3.1K

Event2026-06-30

Filed2026-07-07

EMXC

ISHARES INC

-9.51%

Shares6.2K

Event2026-06-30

Filed2026-07-07

ANET

ARISTA NETWORKS INC

80.97%

Shares3.7K

Event2026-06-30

Filed2026-07-07

EQX

EQUINOX GOLD CORP

0.00%

Shares65.0K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-07

BKR

BAKER HUGHES COMPANY

New

Shares11.1K

Event2026-06-30

Filed2026-07-07

NVS

NOVARTIS AG

9.95%

Shares3.8K

Event2026-06-30

Filed2026-07-07

GOLDMAN SACHS GROUP INC

17.73%

Shares591

Event2026-06-30

Filed2026-07-07

ESGE

ISHARES INC

-9.28%

Shares10.7K

Event2026-06-30

Filed2026-07-07

AVEM

AMERICAN CENTY ETF TR

-2.59%

Shares5.8K

Event2026-06-30

Filed2026-07-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-07

SLB

SLB LIMITED

New

Shares11.7K

Event2026-06-30

Filed2026-07-07

NETFLIX INC.

-2.26%

Shares7.6K

Event2026-06-30

Filed2026-07-07

CORTEVA INC

-11.57%

Shares6.2K

Event2026-06-30

Filed2026-07-07

ESML

ISHARES TR

-4.13%

Shares9.4K

Event2026-06-30

Filed2026-07-07

PANW

PALO ALTO NETWORKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-07

DUK

DUKE ENERGY CORP NEW

11.30%

Shares4.0K

Event2026-06-30

Filed2026-07-07

WELL

WELLTOWER INC

5.68%

Shares2.2K

Event2026-06-30

Filed2026-07-07

UNP

UNION PAC CORP

8.02%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VSGX

VANGUARD WORLD FD

-7.40%

Shares5.9K

Event2026-06-30

Filed2026-07-07

ROK

ROCKWELL AUTOMATION INC

5.91%

Shares986

Event2026-06-30

Filed2026-07-07

APH

AMPHENOL CORP

9.91%

Shares2.7K

Event2026-06-30

Filed2026-07-07

USB

US BANCORP

22.08%

Shares7.9K

Event2026-06-30

Filed2026-07-07

KB FINL GROUP INC

18.89%

Shares4.5K

Event2026-06-30

Filed2026-07-07

NEXTERA ENERGY INC

-1.69%

Shares5.3K

Event2026-06-30

Filed2026-07-07

CROWDSTRIKE HLDGS INC

13.04%

Shares607

Event2026-06-30

Filed2026-07-07

SUSL

ISHARES TR

-0.88%

Shares3.5K

Event2026-06-30

Filed2026-07-07

HSBC

HSBC HLDGS PLC

-0.25%

Shares4.9K

Event2026-06-30

Filed2026-07-07

NSC

NORFOLK SOUTHN CORP

3.08%

Shares1.4K

Event2026-06-30

Filed2026-07-07

VXUS

VANGUARD STAR FDS

2.30%

Shares5.1K

Event2026-06-30

Filed2026-07-07

WOORI FINL GROUP INC

16.51%

Shares7.4K

Event2026-06-30

Filed2026-07-07

LIN

LINDE PLC

13.38%

Shares822

Event2026-06-30

Filed2026-07-07

COLGATE PALMOLIVE CO

8.17%

Shares4.6K

Event2026-06-30

Filed2026-07-07

ADP

AUTOMATIC DATA PROCESSING IN

79.09%

Shares1.8K

Event2026-06-30

Filed2026-07-07

AT&T INC

-4.64%

Shares19.8K

Event2026-06-30

Filed2026-07-07

GLW

CORNING INC

-3.96%

Shares1.6K

Event2026-06-30

Filed2026-07-07

AAXJ

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-07

HSY

HERSHEY CO

-0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-07

DELL

DELL TECHNOLOGIES INC

New

Shares934

Event2026-06-30

Filed2026-07-07

MUFG

MITSUBISHI UFJ FINANCIAL GRO

15.05%

Shares20.2K

Event2026-06-30

Filed2026-07-07

ALB

ALBEMARLE CORP

-1.70%

Shares3.0K

Event2026-06-30

Filed2026-07-07

CHT

CHUNGHWA TELECOM CO LTD

-8.61%

Shares9.0K

Event2026-06-30

Filed2026-07-07

PARKER-HANNIFIN CORP

16.76%

Shares404

Event2026-06-30

Filed2026-07-07

LII

LENNOX INTL INC

3.03%

Shares681

Event2026-06-30

Filed2026-07-07

ASTRAZENECA PLC

New

Shares2.1K

Event2026-06-30

Filed2026-07-07

ITW

ILLINOIS TOOL WKS INC

1.48%

Shares1.4K

Event2026-06-30

Filed2026-07-07

COF

CAPITAL ONE FINL CORP

11.07%

Shares1.9K

Event2026-06-30

Filed2026-07-07

HAL

HALLIBURTON CO

New

Shares11.4K

Event2026-06-30

Filed2026-07-07

SHG

SHINHAN FINANCIAL GROUP CO L

25.01%

Shares6.1K

Event2026-06-30

Filed2026-07-07

DFAC

DIMENSIONAL ETF TRUST

-42.36%

Shares8.7K

Event2026-06-30

Filed2026-07-07

VFMO

VANGUARD WELLINGTON FD

-0.06%

Shares1.5K

Event2026-06-30

Filed2026-07-07

CHUBB LIMITED

5.61%

Shares1.1K

Event2026-06-30

Filed2026-07-07

AFL

AFLAC INC

33.46%

Shares3.3K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-07

LOW

LOWES COS INC

-11.27%

Shares1.7K

Event2026-06-30

Filed2026-07-07

BLOOM ENERGY CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

CANADIAN PACIFIC KANSAS CITY

3.31%

Shares4.3K

Event2026-06-30

Filed2026-07-07

WASTE MGMT INC DEL

0.79%

Shares1.7K

Event2026-06-30

Filed2026-07-07

TXN

TEXAS INSTRS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-07

TJX

TJX COS INC NEW

-3.49%

Shares2.4K

Event2026-06-30

Filed2026-07-07

BANCO SANTANDER SA

17.03%

Shares25.4K

Event2026-06-30

Filed2026-07-07

FEDEX FGHT HLDG CO INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-07

VNQI

VANGUARD INTL EQUITY INDEX F

1.41%

Shares7.6K

Event2026-06-30

Filed2026-07-07

IMOS

CHIPMOS TECHNOLOGIES INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-07

SUB

ISHARES TR

-0.13%

Shares3.1K

Event2026-06-30

Filed2026-07-07

MAR

MARRIOTT INTL INC NEW

7.88%

Shares890

Event2026-06-30

Filed2026-07-07

SHEL

SHELL PLC

18.65%

Shares4.2K

Event2026-06-30

Filed2026-07-07

PLD

PROLOGIS INC.

14.29%

Shares2.4K

Event2026-06-30

Filed2026-07-07

VRT

VERTIV HOLDINGS CO

10.65%

Shares956

Event2026-06-30

Filed2026-07-07

UBS

UBS GROUP AG

New

Shares6.5K

Event2026-06-30

Filed2026-07-07

ADI

ANALOG DEVICES INC

16.16%

Shares805

Event2026-06-30

Filed2026-07-07

SAP

SAP SE

50.33%

Shares2.1K

Event2026-06-30

Filed2026-07-07

SOUTHERN CO

1.75%

Shares3.3K

Event2026-06-30

Filed2026-07-07

SCCO

SOUTHERN COPPER CORP

8.35%

Shares1.8K

Event2026-06-30

Filed2026-07-07

IWD

ISHARES TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-4.96%

Shares1.0K

Event2026-06-30

Filed2026-07-07

SBUX

STARBUCKS CORP

-4.81%

Shares3.0K

Event2026-06-30

Filed2026-07-07

SIMO

SILICON MOTION TECHNOLOGY CO

New

Shares921

Event2026-06-30

Filed2026-07-07

ROYAL BK CDA

New

Shares1.5K

Event2026-06-30

Filed2026-07-07

BANK OF NY MELLON CORP

6.20%

Shares2.1K

Event2026-06-30

Filed2026-07-07

GIS

GENERAL MILLS INC

16.87%

Shares8.6K

Event2026-06-30

Filed2026-07-07

AOS

SMITH A O CORP

-2.32%

Shares4.7K

Event2026-06-30

Filed2026-07-07

ATLO

AMES NATL CORP

0.79%

Shares9.9K

Event2026-06-30

Filed2026-07-07

VERIZON COMMUNICATIONS INC

-11.44%

Shares6.9K

Event2026-06-30

Filed2026-07-07

QUANTA SVCS INC

9.29%

Shares400

Event2026-06-30

Filed2026-07-07

SHOP

SHOPIFY INC

6.72%

Shares2.5K

Event2026-06-30

Filed2026-07-07

CITIGROUP INC

1.69%

Shares2.0K

Event2026-06-30

Filed2026-07-07

VRTX

VERTEX PHARMACEUTICALS INC

16.40%

Shares575

Event2026-06-30

Filed2026-07-07

SCHW

SCHWAB CHARLES CORP

15.75%

Shares3.1K

Event2026-06-30

Filed2026-07-07

APPLOVIN CORP

7.52%

Shares543

Event2026-06-30

Filed2026-07-07

QCOM

QUALCOMM INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-07

QCRH

QCR HLDGS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-07

GILD

GILEAD SCIENCES INC

-5.40%

Shares2.2K

Event2026-06-30

Filed2026-07-07

BHP

BHP BILLITON LIMITED

New

Shares3.3K

Event2026-06-30

Filed2026-07-07

PGR

PROGRESSIVE CORP

25.05%

Shares1.3K

Event2026-06-30

Filed2026-07-07

CMI

CUMMINS INC

New

Shares386

Event2026-06-30

Filed2026-07-07

SDY

SPDR SERIES TRUST

1.12%

Shares1.8K

Event2026-06-30

Filed2026-07-07

VBK

VANGUARD INDEX FDS

-13.05%

Shares746

Event2026-06-30

Filed2026-07-07

SWX

SOUTHWEST GAS HLDGS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-07

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares381

Event2026-06-30

Filed2026-07-07

SLYV

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-07

UBER

UBER TECHNOLOGIES INC

1.44%

Shares3.7K

Event2026-06-30

Filed2026-07-07

PHG

KONINKLIJKE PHILIPS N V

1.93%

Shares9.6K

Event2026-06-30

Filed2026-07-07

ISHARES TR

6.29%

Shares2.7K

Event2026-06-30

Filed2026-07-07

MCK

MCKESSON CORP

-5.29%

Shares340

Event2026-06-30

Filed2026-07-07

PSX

PHILLIPS 66

-48.52%

Shares1.5K

Event2026-06-30

Filed2026-07-07

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares676

Event2026-06-30

Filed2026-07-07

KT CORP

35.08%

Shares14.6K

Event2026-06-30

Filed2026-07-07

TMO

THERMO FISHER SCIENTIFIC INC

13.99%

Shares497

Event2026-06-30

Filed2026-07-07

ACA

ARCOSA INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-07

BMY

BRISTOL-MYERS SQUIBB CO

5.52%

Shares4.3K

Event2026-06-30

Filed2026-07-07

EMR

EMERSON ELEC CO

New

Shares1.7K

Event2026-06-30

Filed2026-07-07

AME

AMETEK INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-07

INGERSOLL RAND INC

-1.44%

Shares2.9K

Event2026-06-30

Filed2026-07-07

TORONTO DOMINION BK ONT

New

Shares2.0K

Event2026-06-30

Filed2026-07-07

SYK

STRYKER CORPORATION

-2.72%

Shares751

Event2026-06-30

Filed2026-07-07

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares9.4K

Event2026-06-30

Filed2026-07-07

MPC

MARATHON PETE CORP

5.98%

Shares921

Event2026-06-30

Filed2026-07-07

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.2K

Event2026-06-30

Filed2026-07-07

CAH

CARDINAL HEALTH INC

3.68%

Shares985

Event2026-06-30

Filed2026-07-07

SKM

SK TELECOM CO LTD

New

Shares7.3K

Event2026-06-30

Filed2026-07-07

MPWR

MONOLITHIC PWR SYS INC

New

Shares168

Event2026-06-30

Filed2026-07-07

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-07

RDY

DR REDDYS LABS LTD

-29.66%

Shares15.9K

Event2026-06-30

Filed2026-07-07

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares684

Event2026-06-30

Filed2026-07-07

NULV

NUSHARES ETF TR

-0.88%

Shares4.5K

Event2026-06-30

Filed2026-07-07

KMI

KINDER MORGAN INC DEL

8.86%

Shares7.0K

Event2026-06-30

Filed2026-07-07

VAW

VANGUARD WORLD FD

0.10%

Shares968

Event2026-06-30

Filed2026-07-07

WMB

WILLIAMS COS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-07

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-07

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-07

BKNG

BOOKING HOLDINGS INC

2038.60%

Shares1.2K

Event2026-06-30

Filed2026-07-07

TGT

TARGET CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

RIVIAN AUTOMOTIVE INC

-0.54%

Shares12.4K

Event2026-06-30

Filed2026-07-07

BTI

BRITISH AMERN TOB PLC

New

Shares3.5K

Event2026-06-30

Filed2026-07-07

CMCSA

COMCAST CORP NEW

5.65%

Shares8.6K

Event2026-06-30

Filed2026-07-07

HWM

HOWMET AEROSPACE INC

New

Shares769

Event2026-06-30

Filed2026-07-07

SPG

SIMON PPTY GROUP INC NEW

New

Shares919

Event2026-06-30

Filed2026-07-07

ISRG

INTUITIVE SURGICAL INC

1.98%

Shares514

Event2026-06-30

Filed2026-07-07

UTG

REAVES UTIL INCOME FD

New

Shares5.0K

Event2026-06-30

Filed2026-07-07

GSK PLC

New

Shares3.9K

Event2026-06-30

Filed2026-07-07

IQDG

WISDOMTREE TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares847

Event2026-06-30

Filed2026-07-07

WIT

WIPRO LTD

41.87%

Shares74.3K

Event2026-06-30

Filed2026-07-07

VALE

VALE S A

4.52%

Shares10.9K

Event2026-06-30

Filed2026-07-07

NOK

NOKIA CORP

New

Shares10.4K

Event2026-06-30

Filed2026-07-07

INFY

INFOSYS LTD

New

Shares12.1K

Event2026-06-30

Filed2026-07-07

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares11.5K

Event2026-06-30

Filed2026-07-07

VIR

VIR BIOTECHNOLOGY INC

1.74%

Shares10.2K

Event2026-06-30

Filed2026-07-07

NMR

NOMURA HLDGS INC

New

Shares10.1K

Event2026-06-30

Filed2026-07-07

LPL

LG DISPLAY CO LTD

New

Shares21.2K

Event2026-06-30

Filed2026-07-07

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-07

ENIC

ENEL CHILE SA

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-07

ABEV

AMBEV SA

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available