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The Analysis of Glassman Wealth Services's Holdings & P&L

Currently, Glassman Wealth Services holds 236 types of securities in its portfolio with a total value $834.6M. In the most recent quarter, they have increased their positions in QQQ (+4.7K shares, valued at $3.5M), DFAC (+54.9K shares, valued at $2.4M), IWF (+14.0K shares, valued at $1.7M); decreased their positions in FNDX (-62.7K shares, valued at $1.9M), N/A (-14.7K shares, valued at $1.2M), VOO (-1.5K shares, valued at $1.0M); initiated new positions in QQQ (+4.7K shares, valued at $3.5M), QCLN (+4.4K shares, valued at $268.2K), DIA (+482 shares, valued at $251.8K).

1M P&L

+6.0M+0.73%

3M P&L

+40.1M+5.13%

HY P&L

+74.4M+9.95%

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/A756.3M

94.9%

2Tools & Accessories40.7M

5.1%

Top Industries by Stock Count

1N/A222 stocks

99.6%

2Tools & Accessories1 stocks

0.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS286.6K shares-0.51%2026-06-302026-08-05

FNDX SCHWAB STRATEGIC TR4.6M shares-1.34%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F1.2M shares0.92%2026-06-302026-08-05

DGRW WISDOMTREE TR827.5K shares1.77%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST2.0M shares0.49%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST1.6M shares3.48%2026-06-302026-08-05

SNA SNAP ON INC101.1K shares0.01%2026-06-302026-08-05

IWB ISHARES TR42.2K shares-1.53%2026-06-302026-08-05

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VANGUARD INDEX FDS VANGUARD INDEX FDS44.2K shares0.19%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.2K shares14.69%2026-06-302026-08-05

ISHARES TR ISHARES TR9.6K shares3.54%2026-06-302026-08-05

SCHV SCHWAB STRATEGIC TR203.8K shares-1.93%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS77.0K shares2.91%2026-06-302026-08-05

VV VANGUARD INDEX FDS15.6K shares-0.62%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS90.6K shares-1.23%2026-06-302026-08-05

QQQ INVESCO QQQ TR4.7K sharesnew addition2026-06-302026-08-05

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VXUS VANGUARD STAR FDS40.2K shares4.75%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS16.4K shares0.15%2026-06-302026-08-05

IWF ISHARES TR18.7K shares300.00%2026-06-302026-08-05

IJH ISHARES TR22.8K shares0.03%2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 401.8K shares-3.59%2026-06-302026-08-05

VUG VANGUARD INDEX FDS13.0K shares522.67%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F18.8K shares7.30%2026-06-302026-08-05

VB VANGUARD INDEX FDS3.7K shares0.00%2026-06-302026-08-05

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VBK VANGUARD INDEX FDS3.0K shares0.00%2026-06-302026-08-05

TIDAL TRUST III TIDAL TRUST III48.1K shares0.00%2026-06-302026-08-05

IVE ISHARES TR4.3K shares0.00%2026-06-302026-08-05

IWR ISHARES TR8.4K shares0.00%2026-06-302026-08-05

VBR VANGUARD INDEX FDS3.8K shares0.03%2026-06-302026-08-05

SDY SPDR SERIES TRUST6.0K shares0.00%2026-06-302026-08-05

FDVV FIDELITY COVINGTON TRUST13.8K shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR8.3K shares-0.90%2026-06-302026-08-05

Sponsored

IEMG ISHARES INC9.7K shares-0.55%2026-06-302026-08-05

IWD ISHARES TR3.1K shares-6.87%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST20.0K shares0.00%2026-06-302026-08-05

DFSU DIMENSIONAL ETF TRUST15.3K shares10.06%2026-06-302026-08-05

VGT VANGUARD WORLD FD5.9K shares815.17%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS13.9K shares2.94%2026-06-302026-08-05

DFSI DIMENSIONAL ETF TRUST15.4K shares22.50%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS2.9K shares1.51%2026-06-302026-08-05

Sponsored

IBB ISHARES TR3.5K shares2.33%2026-06-302026-08-05

IBIT ISHARES BITCOIN TRUST ETF19.5K shares0.97%2026-06-302026-08-05

SPTM SPDR SERIES TRUST6.9K shares7.43%2026-06-302026-08-05

VTV VANGUARD INDEX FDS2.7K shares0.93%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR17.4K shares0.75%2026-06-302026-08-05

XLI SELECT SECTOR SPDR TR3.1K shares0.71%2026-06-302026-08-05

IJK ISHARES TR4.6K shares27.61%2026-06-302026-08-05

VONE VANGUARD SCOTTSDALE FDS1.6K shares0.06%2026-06-302026-08-05

Sponsored

ARK ETF TR ARK ETF TR6.6K shares-68.79%2026-06-302026-08-05

IVW ISHARES TR3.8K shares5.49%2026-06-302026-08-05

PRF INVESCO EXCHANGE TRADED FD T9.7K shares9.37%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR2.7K shares147.01%2026-06-302026-08-05

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-06-302026-08-05

DFAU DIMENSIONAL ETF TRUST9.9K shares0.00%2026-06-302026-08-05

SKYY FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST6.2K shares58.19%2026-06-302026-08-05

Sponsored

TMFC RBB FD INC6.0K shares0.00%2026-06-302026-08-05

GLD SPDR GOLD TR1.2K shares-9.02%2026-06-302026-08-05

MTUM ISHARES TR1.2K shares0.00%2026-06-302026-08-05

DVY ISHARES TR2.6K shares1.95%2026-06-302026-08-05

UTES ETFIS SER TR I4.7K shares0.00%2026-06-302026-08-05

IJR ISHARES TR2.5K shares3.08%2026-06-302026-08-05

SCHB SCHWAB STRATEGIC TR12.6K shares125.20%2026-06-302026-08-05

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-06-302026-08-05

Sponsored

VO VANGUARD INDEX FDS4.0K shares300.40%2026-06-302026-08-05

CWI SPDR INDEX SHS FDS7.9K shares-2.51%2026-06-302026-08-05

KXI ISHARES TR4.7K shares0.00%2026-06-302026-08-05

RFG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2026-06-302026-08-05

IWS ISHARES TR1.8K shares8.27%2026-06-302026-08-05

IBAT ISHARES TR6.4K shares41.44%2026-06-302026-08-05

ITOT ISHARES TR1.7K shares0.00%2026-06-302026-08-05

QCLN FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2026-06-302026-08-05

Sponsored

DIA STATE STR SPDR DOW JONES IND482 sharesnew addition2026-06-302026-08-05

SPYV SPDR SERIES TRUST3.8K shares0.00%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS3.1K shares11.21%2026-06-302026-08-05

LIT GLOBAL X FDS2.7K sharesnew addition2026-06-302026-08-05

VONG VANGUARD SCOTTSDALE FDS1.6K sharesnew addition2026-06-302026-08-05

SPDR SERIES TRUST SPDR SERIES TRUST2.2K shares0.00%2026-06-302026-08-05

CGW INVESCO EXCH TRADED FD TR II2.9K shares0.00%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR1.7K shares1040.67%2026-06-302026-08-05

Sponsored

IWM ISHARES TR567 shares-15.75%2026-06-302026-08-05

ARTY ISHARES TR2.2K shares0.00%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR3.2K shares2139.01%2026-06-302026-08-05

VXF VANGUARD INDEX FDS675 shares0.00%2026-06-302026-08-05

SPLV INVESCO EXCH TRADED FD TR II2.2K shares0.00%2026-06-302026-08-05

SCZ ISHARES TR1.8K shares0.00%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS1.5K shares63.63%2026-06-302026-08-05

SPEM SPDR INDEX SHS FDS2.8K shares2.75%2026-06-302026-08-05

Sponsored

DFAT DIMENSIONAL ETF TRUST2.1K shares0.00%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR1.2K shares1845.16%2026-06-302026-08-05

EFA ISHARES TR1.4K shares-7.00%2026-06-302026-08-05

EDOW FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-06-302026-08-05

VGK VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR5.0K shares-3.59%2026-06-302026-08-05

DGRO ISHARES TR1.8K shares0.00%2026-06-302026-08-05

EWJ ISHARES INC1.4K sharesnew addition2026-06-302026-08-05

Sponsored

EUAD SPINNAKER ETF SERIES3.1K shares0.00%2026-06-302026-08-05

AVSC AMERICAN CENTY ETF TR1.7K sharesnew addition2026-06-302026-08-05

HTRB HARTFORD FDS EXCHANGE TRADED3.7K shares0.00%2026-06-302026-08-05

HACK AMPLIFY ETF TR1.2K shares38.43%2026-06-302026-08-05

AVLV AMERICAN CENTY ETF TR1.3K sharesnew addition2026-06-302026-08-05

ITEQ AMPLIFY ETF TR1.7K shares0.00%2026-06-302026-08-05

IWP ISHARES TR747 shares51.21%2026-06-302026-08-05

IBOT VANECK ETF TRUST1.6K shares0.00%2026-06-302026-08-05

Sponsored

VANECK ETF TRUST VANECK ETF TRUST1.4K shares0.00%2026-06-302026-08-05

SCYB SCHWAB STRATEGIC TR4.1K sharesnew addition2026-06-302026-08-05

BOTZ GLOBAL X FDS2.8K shares0.00%2026-06-302026-08-05

SPIB SPDR SERIES TRUST3.1K sharesnew addition2026-06-302026-08-05

FNDF SCHWAB STRATEGIC TR1.9K shares8.41%2026-06-302026-08-05

DSI ISHARES TR715 sharesnew addition2026-06-302026-08-05

IGIB ISHARES TR1.9K sharesnew addition2026-06-302026-08-05

SCHI SCHWAB STRATEGIC TR4.5K sharesnew addition2026-06-302026-08-05

Sponsored

RWL INVESCO EXCH TRADED FD TR II745 shares0.00%2026-06-302026-08-05

WTAI WISDOMTREE TR2.0K sharesnew addition2026-06-302026-08-05

FTCS FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-06-302026-08-05

GTEK GOLDMAN SACHS ETF TR1.5K shares9.16%2026-06-302026-08-05

URNM SPROTT FDS TR1.8K shares0.00%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR1.7K shares27.61%2026-06-302026-08-05

AIA ISHARES TR635 shares0.00%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR566 sharesnew addition2026-06-302026-08-05

Sponsored

IWN ISHARES TR393 sharesnew addition2026-06-302026-08-05

WORLD GOLD TR WORLD GOLD TR1.1K sharesnew addition2026-06-302026-08-05

HDV ISHARES TR3.1K shares403.73%2026-06-302026-08-05

IJT ISHARES TR475 sharesnew addition2026-06-302026-08-05

AKRE PROFESIONALLY MANAGED PORTFO1.6K shares0.00%2026-06-302026-08-05

SMH VANECK ETF TRUST125 sharesnew addition2026-06-302026-08-05

EEM ISHARES TR1.2K sharesnew addition2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST1.4K shares266.49%2026-06-302026-08-05

Sponsored

IJS ISHARES TR571 sharesnew addition2026-06-302026-08-05

VNQI VANGUARD INTL EQUITY INDEX F1.6K sharesnew addition2026-06-302026-08-05

SPHQ INVESCO EXCHANGE TRADED FD T810 shares58.82%2026-06-302026-08-05

ICOW PACER FDS TR1.8K shares0.00%2026-06-302026-08-05

FTGC FIRST TR EXCHANGE TRAD FD VI2.7K sharesnew addition2026-06-302026-08-05

DLN WISDOMTREE TR741 sharesnew addition2026-06-302026-08-05

SCHE SCHWAB STRATEGIC TR1.9K shares-11.74%2026-06-302026-08-05

IJJ ISHARES TR472 sharesnew addition2026-06-302026-08-05

Sponsored

OUNZ VANECK MERK GOLD ETF1.8K sharesnew addition2026-06-302026-08-05

VPL VANGUARD INTL EQUITY INDEX F597 shares8.74%2026-06-302026-08-05

DFAE DIMENSIONAL ETF TRUST1.7K shares0.00%2026-06-302026-08-05

BBHY J P MORGAN EXCHANGE TRADED F1.4K sharesnew addition2026-06-302026-08-05

DTCR GLOBAL X FDS2.1K shares0.00%2026-06-302026-08-05

IOO ISHARES TR446 shares0.00%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F381 shares4.38%2026-06-302026-08-05

SHY ISHARES TR721 sharesnew addition2026-06-302026-08-05

Sponsored

SCHD SCHWAB STRATEGIC TR1.8K shares-77.01%2026-06-302026-08-05

SCHX SCHWAB STRATEGIC TR1.9K shares0.00%2026-06-302026-08-05

AVDV AMERICAN CENTY ETF TR521 shares0.00%2026-06-302026-08-05

SOXX ISHARES TR81 shares0.00%2026-06-302026-08-05

FLQL FRANKLIN TEMPLETON ETF TR656 shares0.00%2026-06-302026-08-05

OEF ISHARES TR135 shares0.00%2026-06-302026-08-05

SCHM SCHWAB STRATEGIC TR1.3K shares-0.31%2026-06-302026-08-05

FVD FIRST TR EXCHANGE-TRADED FD991 shares0.00%2026-06-302026-08-05

Sponsored

AIVL WISDOMTREE TR357 shares0.00%2026-06-302026-08-05

SMLF ISHARES TR485 shares0.00%2026-06-302026-08-05

DFLV DIMENSIONAL ETF TRUST1.0K sharesnew addition2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F650 sharesnew addition2026-06-302026-08-05

SLYV SPDR SERIES TRUST336 shares0.60%2026-06-302026-08-05

IYY ISHARES TR200 shares0.00%2026-06-302026-08-05

ITA ISHARES TR150 shares0.00%2026-06-302026-08-05

VOX VANGUARD WORLD FD192 shares0.00%2026-06-302026-08-05

Sponsored

SLYG SPDR SERIES TRUST296 shares0.00%2026-06-302026-08-05

SARK INVESTMENT MANAGERS SER TR I1.3K shares0.00%2026-06-302026-08-05

NACP TIDAL TRUST III574 shares0.00%2026-06-302026-08-05

ESGV VANGUARD WORLD FD260 shares0.00%2026-06-302026-08-05

TAN INVESCO EXCH TRADED FD TR II537 sharesnew addition2026-06-302026-08-05

XBI SPDR SERIES TRUST200 sharesnew addition2026-06-302026-08-05

RSPN INVESCO EXCHANGE TRADED FD T494 sharesnew addition2026-06-302026-08-05

LITP SPROTT FDS TR2.3K shares0.00%2026-06-302026-08-05

Sponsored

SCHA SCHWAB STRATEGIC TR808 shares0.00%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST500 shares199.40%2026-06-302026-08-05

ARK ETF TR ARK ETF TR200 shares0.00%2026-06-302026-08-05

IEUR ISHARES TR333 sharesnew addition2026-06-302026-08-05

VIS VANGUARD WORLD FD68 sharesnew addition2026-06-302026-08-05

TLT ISHARES TR275 sharesnew addition2026-06-302026-08-05

EFAV ISHARES TR268 shares0.00%2026-06-302026-08-05

PPA INVESCO EXCHANGE TRADED FD T131 sharesnew addition2026-06-302026-08-05

Sponsored

SUSL ISHARES TR172 shares0.00%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR234 sharesnew addition2026-06-302026-08-05

VDC VANGUARD WORLD FD86 sharesnew addition2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST461 shares0.00%2026-06-302026-08-05

MOAT VANECK ETF TRUST184 shares0.00%2026-06-302026-08-05

VFH VANGUARD WORLD FD127 shares0.00%2026-06-302026-08-05

SNPG DBX ETF TR270 shares0.00%2026-06-302026-08-05

XOVR ENTREPRENEURSHARES SERIES TR750 shares0.00%2026-06-302026-08-05

Sponsored

FNDA SCHWAB STRATEGIC TR410 shares0.00%2026-06-302026-08-05

TIP ISHARES TR137 shares0.00%2026-06-302026-08-05

VHT VANGUARD WORLD FD48 sharesnew addition2026-06-302026-08-05

PSCT INVESCO EXCH TRADED FD TR II150 shares0.00%2026-06-302026-08-05

EFG ISHARES TR109 shares0.00%2026-06-302026-08-05

IWO ISHARES TR33 shares0.00%2026-06-302026-08-05

CIBR FIRST TR EXCHANGE-TRADED FD137 shares1041.67%2026-06-302026-08-05

PAVE GLOBAL X FDS206 sharesnew addition2026-06-302026-08-05

Sponsored

RPV INVESCO EXCHANGE TRADED FD T101 shares0.00%2026-06-302026-08-05

ICLN ISHARES TR526 shares0.00%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR105 shares191.67%2026-06-302026-08-05

FNDC SCHWAB STRATEGIC TR193 shares0.00%2026-06-302026-08-05

IYW ISHARES TR36 shares0.00%2026-06-302026-08-05

ITB ISHARES TR84 sharesnew addition2026-06-302026-08-05

IGM ISHARES TR51 sharesnew addition2026-06-302026-08-05

KBWB INVESCO EXCH TRADED FD TR II85 sharesnew addition2026-06-302026-08-05

Sponsored

EFV ISHARES TR98 sharesnew addition2026-06-302026-08-05

DAPP VANECK ETF TRUST383 sharesnew addition2026-06-302026-08-05

IYT ISHARES TR82 sharesnew addition2026-06-302026-08-05

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS57 shares0.00%2026-06-302026-08-05

PBW INVESCO EXCHANGE TRADED FD T162 shares0.00%2026-06-302026-08-05

XLB SELECT SECTOR SPDR TR121 sharesnew addition2026-06-302026-08-05

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR133 sharesnew addition2026-06-302026-08-05

QLD PROSHARES TR60 sharesnew addition2026-06-302026-08-05

Sponsored

EEMA ISHARES INC49 sharesnew addition2026-06-302026-08-05

DIHP DIMENSIONAL ETF TRUST144 shares0.00%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN81 shares0.00%2026-06-302026-08-05

IUSG ISHARES TR20 shares0.00%2026-06-302026-08-05

EUSA ISHARES INC30 shares0.00%2026-06-302026-08-05

XLP SELECT SECTOR SPDR TR41 sharesnew addition2026-06-302026-08-05

FREL FIDELITY COVINGTON TRUST98 sharesnew addition2026-06-302026-08-05

ESGU ISHARES TR17 shares0.00%2026-06-302026-08-05

Sponsored

QQQM INVESCO EXCH TRADED FD TR II9 sharesnew addition2026-06-302026-08-05

ROBO EXCHANGE TRADED CONCEPTS TRU30 shares0.00%2026-06-302026-08-05

EZET FRANKLIN ETHEREUM TR190 shares0.00%2026-06-302026-08-05

ISHARES TR ISHARES TR16 shares0.00%2026-06-302026-08-05

IXUS ISHARES TR16 sharesnew addition2026-06-302026-08-05

SRVR PACER FDS TR44 sharesnew addition2026-06-302026-08-05

IHAK ISHARES TR22 shares0.00%2026-06-302026-08-05

IFRA ISHARES TR20 sharesnew addition2026-06-302026-08-05

Sponsored

VIOG VANGUARD ADMIRAL FDS INC8 shares0.00%2026-06-302026-08-05

FUTY FIDELITY COVINGTON TRUST20 sharesnew addition2026-06-302026-08-05

SCHR SCHWAB STRATEGIC TR36 shares0.00%2026-06-302026-08-05

IDRV ISHARES TR20 shares0.00%2026-06-302026-08-05

VOOV VANGUARD ADMIRAL FDS INC3 shares0.00%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC6 shares500.00%2026-06-302026-08-05

BNDW VANGUARD SCOTTSDALE FDS7 shares0.00%2026-06-302026-08-05

ESGD ISHARES TR2 shares0.00%2026-06-302026-08-05

Sponsored

IYH ISHARES TR2 shares0.00%2026-06-302026-08-05

VWOB VANGUARD WHITEHALL FDS1 shares0.00%2026-06-302026-08-05

ESML ISHARES TR1 shares0.00%2026-06-302026-08-05

ESGE ISHARES INC1 shares0.00%2026-06-302026-08-05

VOO

VANGUARD INDEX FDS

-0.51%

Shares286.6K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

-1.34%

Shares4.6M

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

0.92%

Shares1.2M

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

1.77%

Shares827.5K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

0.49%

Shares2.0M

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

3.48%

Shares1.6M

Event2026-06-30

Filed2026-08-05

SNA

SNAP ON INC

0.01%

Shares101.1K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

-1.53%

Shares42.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.19%

Shares44.2K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

14.69%

Shares15.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

3.54%

Shares9.6K

Event2026-06-30

Filed2026-08-05

SCHV

SCHWAB STRATEGIC TR

-1.93%

Shares203.8K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

2.91%

Shares77.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.62%

Shares15.6K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

-1.23%

Shares90.6K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

New

Shares4.7K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

4.75%

Shares40.2K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

0.15%

Shares16.4K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

300.00%

Shares18.7K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

0.03%

Shares22.8K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-3.59%

Shares1.8K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

522.67%

Shares13.0K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

7.30%

Shares18.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

TIDAL TRUST III

0.00%

Shares48.1K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

0.03%

Shares3.8K

Event2026-06-30

Filed2026-08-05

SDY

SPDR SERIES TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares13.8K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.90%

Shares8.3K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-0.55%

Shares9.7K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-6.87%

Shares3.1K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

DFSU

DIMENSIONAL ETF TRUST

10.06%

Shares15.3K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

815.17%

Shares5.9K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

2.94%

Shares13.9K

Event2026-06-30

Filed2026-08-05

DFSI

DIMENSIONAL ETF TRUST

22.50%

Shares15.4K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

1.51%

Shares2.9K

Event2026-06-30

Filed2026-08-05

IBB

ISHARES TR

2.33%

Shares3.5K

Event2026-06-30

Filed2026-08-05

IBIT

ISHARES BITCOIN TRUST ETF

0.97%

Shares19.5K

Event2026-06-30

Filed2026-08-05

SPTM

SPDR SERIES TRUST

7.43%

Shares6.9K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

0.93%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

0.75%

Shares17.4K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

0.71%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

27.61%

Shares4.6K

Event2026-06-30

Filed2026-08-05

VONE

VANGUARD SCOTTSDALE FDS

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ARK ETF TR

-68.79%

Shares6.6K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

5.49%

Shares3.8K

Event2026-06-30

Filed2026-08-05

PRF

INVESCO EXCHANGE TRADED FD T

9.37%

Shares9.7K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

147.01%

Shares2.7K

Event2026-06-30

Filed2026-08-05

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-05

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

58.19%

Shares6.2K

Event2026-06-30

Filed2026-08-05

TMFC

RBB FD INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-9.02%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

1.95%

Shares2.6K

Event2026-06-30

Filed2026-08-05

UTES

ETFIS SER TR I

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

3.08%

Shares2.5K

Event2026-06-30

Filed2026-08-05

SCHB

SCHWAB STRATEGIC TR

125.20%

Shares12.6K

Event2026-06-30

Filed2026-08-05

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

300.40%

Shares4.0K

Event2026-06-30

Filed2026-08-05

CWI

SPDR INDEX SHS FDS

-2.51%

Shares7.9K

Event2026-06-30

Filed2026-08-05

KXI

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

RFG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

8.27%

Shares1.8K

Event2026-06-30

Filed2026-08-05

IBAT

ISHARES TR

41.44%

Shares6.4K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

QCLN

FIRST TR EXCHANGE-TRADED FD

New

Shares4.4K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

New

Shares482

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

11.21%

Shares3.1K

Event2026-06-30

Filed2026-08-05

LIT

GLOBAL X FDS

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

SPDR SERIES TRUST

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

1040.67%

Shares1.7K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-15.75%

Shares567

Event2026-06-30

Filed2026-08-05

ARTY

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

2139.01%

Shares3.2K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

0.00%

Shares675

Event2026-06-30

Filed2026-08-05

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

SCZ

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

63.63%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SPEM

SPDR INDEX SHS FDS

2.75%

Shares2.8K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

1845.16%

Shares1.2K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

-7.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

EDOW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-3.59%

Shares5.0K

Event2026-06-30

Filed2026-08-05

DGRO

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

EWJ

ISHARES INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

EUAD

SPINNAKER ETF SERIES

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

AVSC

AMERICAN CENTY ETF TR

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

HTRB

HARTFORD FDS EXCHANGE TRADED

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-05

HACK

AMPLIFY ETF TR

38.43%

Shares1.2K

Event2026-06-30

Filed2026-08-05

AVLV

AMERICAN CENTY ETF TR

New

Shares1.3K

Event2026-06-30

Filed2026-08-05

ITEQ

AMPLIFY ETF TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

51.21%

Shares747

Event2026-06-30

Filed2026-08-05

IBOT

VANECK ETF TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SCYB

SCHWAB STRATEGIC TR

New

Shares4.1K

Event2026-06-30

Filed2026-08-05

BOTZ

GLOBAL X FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

SPIB

SPDR SERIES TRUST

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

FNDF

SCHWAB STRATEGIC TR

8.41%

Shares1.9K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

New

Shares715

Event2026-06-30

Filed2026-08-05

IGIB

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

SCHI

SCHWAB STRATEGIC TR

New

Shares4.5K

Event2026-06-30

Filed2026-08-05

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares745

Event2026-06-30

Filed2026-08-05

WTAI

WISDOMTREE TR

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

GTEK

GOLDMAN SACHS ETF TR

9.16%

Shares1.5K

Event2026-06-30

Filed2026-08-05

URNM

SPROTT FDS TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

27.61%

Shares1.7K

Event2026-06-30

Filed2026-08-05

AIA

ISHARES TR

0.00%

Shares635

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

New

Shares566

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

New

Shares393

Event2026-06-30

Filed2026-08-05

WORLD GOLD TR

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

HDV

ISHARES TR

403.73%

Shares3.1K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES TR

New

Shares475

Event2026-06-30

Filed2026-08-05

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

New

Shares125

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

266.49%

Shares1.4K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES TR

New

Shares571

Event2026-06-30

Filed2026-08-05

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

SPHQ

INVESCO EXCHANGE TRADED FD T

58.82%

Shares810

Event2026-06-30

Filed2026-08-05

ICOW

PACER FDS TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

DLN

WISDOMTREE TR

New

Shares741

Event2026-06-30

Filed2026-08-05

SCHE

SCHWAB STRATEGIC TR

-11.74%

Shares1.9K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

New

Shares472

Event2026-06-30

Filed2026-08-05

OUNZ

VANECK MERK GOLD ETF

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

VPL

VANGUARD INTL EQUITY INDEX F

8.74%

Shares597

Event2026-06-30

Filed2026-08-05

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

BBHY

J P MORGAN EXCHANGE TRADED F

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

DTCR

GLOBAL X FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

IOO

ISHARES TR

0.00%

Shares446

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

4.38%

Shares381

Event2026-06-30

Filed2026-08-05

SHY

ISHARES TR

New

Shares721

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

-77.01%

Shares1.8K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares521

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

0.00%

Shares81

Event2026-06-30

Filed2026-08-05

FLQL

FRANKLIN TEMPLETON ETF TR

0.00%

Shares656

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

0.00%

Shares135

Event2026-06-30

Filed2026-08-05

SCHM

SCHWAB STRATEGIC TR

-0.31%

Shares1.3K

Event2026-06-30

Filed2026-08-05

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares991

Event2026-06-30

Filed2026-08-05

AIVL

WISDOMTREE TR

0.00%

Shares357

Event2026-06-30

Filed2026-08-05

SMLF

ISHARES TR

0.00%

Shares485

Event2026-06-30

Filed2026-08-05

DFLV

DIMENSIONAL ETF TRUST

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares650

Event2026-06-30

Filed2026-08-05

SLYV

SPDR SERIES TRUST

0.60%

Shares336

Event2026-06-30

Filed2026-08-05

IYY

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

ITA

ISHARES TR

0.00%

Shares150

Event2026-06-30

Filed2026-08-05

VOX

VANGUARD WORLD FD

0.00%

Shares192

Event2026-06-30

Filed2026-08-05

SLYG

SPDR SERIES TRUST

0.00%

Shares296

Event2026-06-30

Filed2026-08-05

SARK

INVESTMENT MANAGERS SER TR I

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

NACP

TIDAL TRUST III

0.00%

Shares574

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

0.00%

Shares260

Event2026-06-30

Filed2026-08-05

TAN

INVESCO EXCH TRADED FD TR II

New

Shares537

Event2026-06-30

Filed2026-08-05

XBI

SPDR SERIES TRUST

New

Shares200

Event2026-06-30

Filed2026-08-05

RSPN

INVESCO EXCHANGE TRADED FD T

New

Shares494

Event2026-06-30

Filed2026-08-05

LITP

SPROTT FDS TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares808

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

199.40%

Shares500

Event2026-06-30

Filed2026-08-05

ARK ETF TR

0.00%

Shares200

Event2026-06-30

Filed2026-08-05

IEUR

ISHARES TR

New

Shares333

Event2026-06-30

Filed2026-08-05

VIS

VANGUARD WORLD FD

New

Shares68

Event2026-06-30

Filed2026-08-05

TLT

ISHARES TR

New

Shares275

Event2026-06-30

Filed2026-08-05

EFAV

ISHARES TR

0.00%

Shares268

Event2026-06-30

Filed2026-08-05

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares131

Event2026-06-30

Filed2026-08-05

SUSL

ISHARES TR

0.00%

Shares172

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

New

Shares234

Event2026-06-30

Filed2026-08-05

VDC

VANGUARD WORLD FD

New

Shares86

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares461

Event2026-06-30

Filed2026-08-05

MOAT

VANECK ETF TRUST

0.00%

Shares184

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

0.00%

Shares127

Event2026-06-30

Filed2026-08-05

SNPG

DBX ETF TR

0.00%

Shares270

Event2026-06-30

Filed2026-08-05

XOVR

ENTREPRENEURSHARES SERIES TR

0.00%

Shares750

Event2026-06-30

Filed2026-08-05

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares410

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR

0.00%

Shares137

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

New

Shares48

Event2026-06-30

Filed2026-08-05

PSCT

INVESCO EXCH TRADED FD TR II

0.00%

Shares150

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

0.00%

Shares109

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares33

Event2026-06-30

Filed2026-08-05

CIBR

FIRST TR EXCHANGE-TRADED FD

1041.67%

Shares137

Event2026-06-30

Filed2026-08-05

PAVE

GLOBAL X FDS

New

Shares206

Event2026-06-30

Filed2026-08-05

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares101

Event2026-06-30

Filed2026-08-05

ICLN

ISHARES TR

0.00%

Shares526

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

191.67%

Shares105

Event2026-06-30

Filed2026-08-05

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares193

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares36

Event2026-06-30

Filed2026-08-05

ITB

ISHARES TR

New

Shares84

Event2026-06-30

Filed2026-08-05

IGM

ISHARES TR

New

Shares51

Event2026-06-30

Filed2026-08-05

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares85

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

New

Shares98

Event2026-06-30

Filed2026-08-05

DAPP

VANECK ETF TRUST

New

Shares383

Event2026-06-30

Filed2026-08-05

IYT

ISHARES TR

New

Shares82

Event2026-06-30

Filed2026-08-05

VANGUARD SCOTTSDALE FDS

0.00%

Shares57

Event2026-06-30

Filed2026-08-05

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares162

Event2026-06-30

Filed2026-08-05

XLB

SELECT SECTOR SPDR TR

New

Shares121

Event2026-06-30

Filed2026-08-05

SELECT SECTOR SPDR TR

New

Shares133

Event2026-06-30

Filed2026-08-05

QLD

PROSHARES TR

New

Shares60

Event2026-06-30

Filed2026-08-05

EEMA

ISHARES INC

New

Shares49

Event2026-06-30

Filed2026-08-05

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares144

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares81

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES TR

0.00%

Shares20

Event2026-06-30

Filed2026-08-05

EUSA

ISHARES INC

0.00%

Shares30

Event2026-06-30

Filed2026-08-05

XLP

SELECT SECTOR SPDR TR

New

Shares41

Event2026-06-30

Filed2026-08-05

FREL

FIDELITY COVINGTON TRUST

New

Shares98

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES TR

0.00%

Shares17

Event2026-06-30

Filed2026-08-05

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares9

Event2026-06-30

Filed2026-08-05

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares30

Event2026-06-30

Filed2026-08-05

EZET

FRANKLIN ETHEREUM TR

0.00%

Shares190

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares16

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

New

Shares16

Event2026-06-30

Filed2026-08-05

SRVR

PACER FDS TR

New

Shares44

Event2026-06-30

Filed2026-08-05

IHAK

ISHARES TR

0.00%

Shares22

Event2026-06-30

Filed2026-08-05

IFRA

ISHARES TR

New

Shares20

Event2026-06-30

Filed2026-08-05

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares8

Event2026-06-30

Filed2026-08-05

FUTY

FIDELITY COVINGTON TRUST

New

Shares20

Event2026-06-30

Filed2026-08-05

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares36

Event2026-06-30

Filed2026-08-05

IDRV

ISHARES TR

0.00%

Shares20

Event2026-06-30

Filed2026-08-05

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares6

Event2026-06-30

Filed2026-08-05

BNDW

VANGUARD SCOTTSDALE FDS

0.00%

Shares7

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

0.00%

Shares2

Event2026-06-30

Filed2026-08-05

IYH

ISHARES TR

0.00%

Shares2

Event2026-06-30

Filed2026-08-05

VWOB

VANGUARD WHITEHALL FDS

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

ESML

ISHARES TR

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

0.00%

Shares1

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available