Sponsored

The Analysis of Henrickson Nauta Wealth Advisors, Inc.'s Holdings & P&L

Currently, Henrickson Nauta Wealth Advisors, Inc. holds 118 types of securities in its portfolio with a total value $410.5M. In the most recent quarter, they have increased their positions in DFAC (+68.6K shares, valued at $3.0M), DFIC (+76.8K shares, valued at $2.9M), KLAC (+4.7K shares, valued at $1.4M); decreased their positions in AVUS (-3.1K shares, valued at $395.9K), AVDE (-3.3K shares, valued at $298.7K), AVDV (-2.7K shares, valued at $277.9K); initiated new positions in VB (+1.4K shares, valued at $417.1K), MU (+352 shares, valued at $406.7K), AMD (+643 shares, valued at $373.5K).

1M P&L

+591.1K+0.15%

3M P&L

-2.0M-0.50%

HY P&L

+6.5M+1.70%

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/A365.4M

92.4%

2Specialty Industrial Machinery5.2M

1.3%

3Semiconductors3.9M

1.0%

Top Industries by Stock Count

1N/A63 stocks

60.0%

2Semiconductors5 stocks

4.8%

3Drug Manufacturers - General4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.4M shares2.99%2026-06-302026-07-09

DFIC DIMENSIONAL ETF TRUST1.4M shares5.73%2026-06-302026-07-09

DFAT DIMENSIONAL ETF TRUST384.7K shares2.87%2026-06-302026-07-09

AVUS AMERICAN CENTY ETF TR192.5K shares-1.58%2026-06-302026-07-09

DFEM DIMENSIONAL ETF TRUST515.0K shares3.87%2026-06-302026-07-09

AVDE AMERICAN CENTY ETF TR231.3K shares-1.43%2026-06-302026-07-09

DISV DIMENSIONAL ETF TRUST468.9K shares3.40%2026-06-302026-07-09

AVDV AMERICAN CENTY ETF TR146.0K shares-1.81%2026-06-302026-07-09

Sponsored

AVUV AMERICAN CENTY ETF TR103.4K shares0.00%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR129.8K shares-1.85%2026-06-302026-07-09

DFAX DIMENSIONAL ETF TRUST231.9K shares-0.17%2026-06-302026-07-09

DFGR DIMENSIONAL ETF TRUST208.8K shares-2.42%2026-06-302026-07-09

DFIP DIMENSIONAL ETF TRUST125.2K shares13.62%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.6K shares12.65%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC18.0K shares0.07%2026-06-302026-07-09

ISHARES TR ISHARES TR5.6K shares38.57%2026-06-302026-07-09

Sponsored

DFSD DIMENSIONAL ETF TRUST59.4K shares-4.67%2026-06-302026-07-09

NVDA NVIDIA CORPORATION12.4K shares40.84%2026-06-302026-07-09

UFPI UFP INDUSTRIES INC26.0K shares10.56%2026-06-302026-07-09

DFSI DIMENSIONAL ETF TRUST48.8K shares4.55%2026-06-302026-07-09

AAPL APPLE INC7.3K shares35.53%2026-06-302026-07-09

MSFT MICROSOFT CORP5.3K shares37.26%2026-06-302026-07-09

KLAC KLA CORP5.3K shares776.07%2026-06-302026-07-09

GOOGL ALPHABET INC4.3K shares10.43%2026-06-302026-07-09

Sponsored

EFA ISHARES TR14.6K shares0.00%2026-06-302026-07-09

QQQ INVESCO QQQ TR2.0K shares40.91%2026-06-302026-07-09

IVW ISHARES TR10.5K shares-0.41%2026-06-302026-07-09

DFSU DIMENSIONAL ETF TRUST30.0K shares0.14%2026-06-302026-07-09

AVSD AMERICAN CENTY ETF TR17.0K shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC2.1K shares35.79%2026-06-302026-07-09

IWB ISHARES TR2.8K shares-0.94%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.5K shares0.83%2026-06-302026-07-09

Sponsored

MPC MARATHON PETE CORP4.4K shares-0.38%2026-06-302026-07-09

IJR ISHARES TR7.3K shares1.11%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II6.7K shares14.53%2026-06-302026-07-09

IWF ISHARES TR8.3K shares330.39%2026-06-302026-07-09

DFSE DIMENSIONAL ETF TRUST20.5K shares0.93%2026-06-302026-07-09

EWC ISHARES INC17.2K shares0.00%2026-06-302026-07-09

DUSB DIMENSIONAL ETF TRUST18.8K shares101.92%2026-06-302026-07-09

EWU ISHARES TR20.2K shares0.00%2026-06-302026-07-09

Sponsored

GOOG ALPHABET INC2.5K shares9.60%2026-06-302026-07-09

GILD GILEAD SCIENCES INC7.1K shares-0.15%2026-06-302026-07-09

IVE ISHARES TR3.7K shares-2.13%2026-06-302026-07-09

PAVE GLOBAL X FDS13.9K shares-0.89%2026-06-302026-07-09

VGT VANGUARD WORLD FD6.6K shares852.88%2026-06-302026-07-09

XSD SPDR SERIES TRUST1.2K shares20.79%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR3.5K shares37.56%2026-06-302026-07-09

AMZN AMAZON COM INC2.8K shares33.05%2026-06-302026-07-09

Sponsored

BROADCOM INC BROADCOM INC1.7K shares35.41%2026-06-302026-07-09

SHY ISHARES TR7.8K shares-6.86%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON2.3K shares27.57%2026-06-302026-07-09

SYK STRYKER CORPORATION1.8K shares18.65%2026-06-302026-07-09

URA GLOBAL X FDS12.9K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR5.7K shares0.00%2026-06-302026-07-09

ACWI ISHARES TR3.5K shares-7.50%2026-06-302026-07-09

AVSU AMERICAN CENTY ETF TR6.1K shares0.00%2026-06-302026-07-09

Sponsored

ORACLE CORP ORACLE CORP3.4K shares49.29%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.5K shares0.00%2026-06-302026-07-09

STIP ISHARES TR4.5K shares-8.23%2026-06-302026-07-09

PPA INVESCO EXCHANGE TRADED FD T2.6K shares20.38%2026-06-302026-07-09

LLY ELI LILLY & CO376 shares16.77%2026-06-302026-07-09

EWL ISHARES INC7.2K shares0.00%2026-06-302026-07-09

GLD SPDR GOLD TR1.2K shares-25.17%2026-06-302026-07-09

TXN TEXAS INSTRS INC1.5K shares7.60%2026-06-302026-07-09

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.3K shares-1.04%2026-06-302026-07-09

DVY ISHARES TR2.7K shares0.00%2026-06-302026-07-09

VB VANGUARD INDEX FDS1.4K sharesnew addition2026-06-302026-07-09

VO VANGUARD INDEX FDS5.1K shares433.47%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC352 sharesnew addition2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS5.7K shares10.71%2026-06-302026-07-09

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-0.51%2026-06-302026-07-09

WMT WALMART INC3.4K shares20.77%2026-06-302026-07-09

Sponsored

AVRE AMERICAN CENTY ETF TR7.9K shares-36.02%2026-06-302026-07-09

ABBVIE INC ABBVIE INC1.5K shares60.84%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC643 sharesnew addition2026-06-302026-07-09

MOAT VANECK ETF TRUST3.6K shares0.00%2026-06-302026-07-09

OKE ONEOK INC NEW4.1K shares-1.89%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP2.6K shares7.61%2026-06-302026-07-09

XAR SPDR SERIES TRUST1.2K shares0.08%2026-06-302026-07-09

TSLA TESLA INC826 shares-0.48%2026-06-302026-07-09

Sponsored

PFE PFIZER INC13.6K sharesnew addition2026-06-302026-07-09

IWY ISHARES TR1.1K shares0.09%2026-06-302026-07-09

EWG ISHARES INC7.9K shares0.00%2026-06-302026-07-09

VCR VANGUARD WORLD FD785 shares0.13%2026-06-302026-07-09

VUG VANGUARD INDEX FDS3.5K shares500.00%2026-06-302026-07-09

VLO VALERO ENERGY CORP1.2K shares1.57%2026-06-302026-07-09

PEP PEPSICO INC2.2K shares4.77%2026-06-302026-07-09

DFCA DIMENSIONAL ETF TRUST6.0K shares0.00%2026-06-302026-07-09

Sponsored

FITB FIFTH THIRD BANCORP5.2K shares0.33%2026-06-302026-07-09

TJX TJX COS INC NEW1.9K shares1.00%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP292 shares3.18%2026-06-302026-07-09

VTV VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-09

MUB ISHARES TR2.6K shares0.00%2026-06-302026-07-09

CMS CMS ENERGY CORP3.6K shares9.50%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L7.5K shares0.00%2026-06-302026-07-09

PG PROCTER & GAMBLE CO1.8K shares8.67%2026-06-302026-07-09

Sponsored

HD HOME DEPOT INC730 sharesnew addition2026-06-302026-07-09

INTC INTEL CORP1.8K sharesnew addition2026-06-302026-07-09

VISA INC VISA INC720 sharesnew addition2026-06-302026-07-09

IWP ISHARES TR1.7K shares0.00%2026-06-302026-07-09

PKG PACKAGING CORP AMER1.0K shares0.59%2026-06-302026-07-09

EWD ISHARES INC4.8K shares0.00%2026-06-302026-07-09

LRCX LAM RESEARCH CORP550 sharesnew addition2026-06-302026-07-09

CVS CVS HEALTH CORP2.2K sharesnew addition2026-06-302026-07-09

Sponsored

PSX PHILLIPS 661.4K shares0.44%2026-06-302026-07-09

DFNM DIMENSIONAL ETF TRUST4.7K sharesnew addition2026-06-302026-07-09

CAT CATERPILLAR INC213 sharesnew addition2026-06-302026-07-09

SUB ISHARES TR2.1K shares-24.96%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED649 shares-3.71%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-07-09

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-06-302026-07-09

IDEV ISHARES TR2.4K sharesnew addition2026-06-302026-07-09

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL419 shares-3.01%2026-06-302026-07-09

AVGE AMERICAN CENTY ETF TR2.1K shares-8.24%2026-06-302026-07-09

IOO ISHARES TR1.5K sharesnew addition2026-06-302026-07-09

HBAN HUNTINGTON BANCSHARES INC10.6K shares6.08%2026-06-302026-07-09

GIFT GIFTIFY INC142.4K shares0.00%2026-06-302026-07-09

OXBR OXBRIDGE RE HLDGS LTD67.8K shares0.00%2026-06-302026-07-09

DFAC

DIMENSIONAL ETF TRUST

2.99%

Shares2.4M

Event2026-06-30

Filed2026-07-09

DFIC

DIMENSIONAL ETF TRUST

5.73%

Shares1.4M

Event2026-06-30

Filed2026-07-09

DFAT

DIMENSIONAL ETF TRUST

2.87%

Shares384.7K

Event2026-06-30

Filed2026-07-09

AVUS

AMERICAN CENTY ETF TR

-1.58%

Shares192.5K

Event2026-06-30

Filed2026-07-09

DFEM

DIMENSIONAL ETF TRUST

3.87%

Shares515.0K

Event2026-06-30

Filed2026-07-09

AVDE

AMERICAN CENTY ETF TR

-1.43%

Shares231.3K

Event2026-06-30

Filed2026-07-09

DISV

DIMENSIONAL ETF TRUST

3.40%

Shares468.9K

Event2026-06-30

Filed2026-07-09

AVDV

AMERICAN CENTY ETF TR

-1.81%

Shares146.0K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares103.4K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

-1.85%

Shares129.8K

Event2026-06-30

Filed2026-07-09

DFAX

DIMENSIONAL ETF TRUST

-0.17%

Shares231.9K

Event2026-06-30

Filed2026-07-09

DFGR

DIMENSIONAL ETF TRUST

-2.42%

Shares208.8K

Event2026-06-30

Filed2026-07-09

DFIP

DIMENSIONAL ETF TRUST

13.62%

Shares125.2K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

12.65%

Shares6.6K

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

0.07%

Shares18.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

38.57%

Shares5.6K

Event2026-06-30

Filed2026-07-09

DFSD

DIMENSIONAL ETF TRUST

-4.67%

Shares59.4K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

40.84%

Shares12.4K

Event2026-06-30

Filed2026-07-09

UFPI

UFP INDUSTRIES INC

10.56%

Shares26.0K

Event2026-06-30

Filed2026-07-09

DFSI

DIMENSIONAL ETF TRUST

4.55%

Shares48.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

35.53%

Shares7.3K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

37.26%

Shares5.3K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

776.07%

Shares5.3K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

10.43%

Shares4.3K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

40.91%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-0.41%

Shares10.5K

Event2026-06-30

Filed2026-07-09

DFSU

DIMENSIONAL ETF TRUST

0.14%

Shares30.0K

Event2026-06-30

Filed2026-07-09

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

35.79%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-0.94%

Shares2.8K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.83%

Shares3.5K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

-0.38%

Shares4.4K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

1.11%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

14.53%

Shares6.7K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

330.39%

Shares8.3K

Event2026-06-30

Filed2026-07-09

DFSE

DIMENSIONAL ETF TRUST

0.93%

Shares20.5K

Event2026-06-30

Filed2026-07-09

EWC

ISHARES INC

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-09

DUSB

DIMENSIONAL ETF TRUST

101.92%

Shares18.8K

Event2026-06-30

Filed2026-07-09

EWU

ISHARES TR

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

9.60%

Shares2.5K

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

-0.15%

Shares7.1K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-2.13%

Shares3.7K

Event2026-06-30

Filed2026-07-09

PAVE

GLOBAL X FDS

-0.89%

Shares13.9K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

852.88%

Shares6.6K

Event2026-06-30

Filed2026-07-09

XSD

SPDR SERIES TRUST

20.79%

Shares1.2K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

37.56%

Shares3.5K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

33.05%

Shares2.8K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

35.41%

Shares1.7K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

-6.86%

Shares7.8K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

27.57%

Shares2.3K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

18.65%

Shares1.8K

Event2026-06-30

Filed2026-07-09

URA

GLOBAL X FDS

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-09

ACWI

ISHARES TR

-7.50%

Shares3.5K

Event2026-06-30

Filed2026-07-09

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

49.29%

Shares3.4K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

-8.23%

Shares4.5K

Event2026-06-30

Filed2026-07-09

PPA

INVESCO EXCHANGE TRADED FD T

20.38%

Shares2.6K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

16.77%

Shares376

Event2026-06-30

Filed2026-07-09

EWL

ISHARES INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-25.17%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

7.60%

Shares1.5K

Event2026-06-30

Filed2026-07-09

VONG

VANGUARD SCOTTSDALE FDS

-1.04%

Shares3.3K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

433.47%

Shares5.1K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

New

Shares352

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

10.71%

Shares5.7K

Event2026-06-30

Filed2026-07-09

APD

AIR PRODUCTS AND CHEMICALS I

-0.51%

Shares1.4K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

20.77%

Shares3.4K

Event2026-06-30

Filed2026-07-09

AVRE

AMERICAN CENTY ETF TR

-36.02%

Shares7.9K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

60.84%

Shares1.5K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares643

Event2026-06-30

Filed2026-07-09

MOAT

VANECK ETF TRUST

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

OKE

ONEOK INC NEW

-1.89%

Shares4.1K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

7.61%

Shares2.6K

Event2026-06-30

Filed2026-07-09

XAR

SPDR SERIES TRUST

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-0.48%

Shares826

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

New

Shares13.6K

Event2026-06-30

Filed2026-07-09

IWY

ISHARES TR

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-09

EWG

ISHARES INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-09

VCR

VANGUARD WORLD FD

0.13%

Shares785

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

500.00%

Shares3.5K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

1.57%

Shares1.2K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

4.77%

Shares2.2K

Event2026-06-30

Filed2026-07-09

DFCA

DIMENSIONAL ETF TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-09

FITB

FIFTH THIRD BANCORP

0.33%

Shares5.2K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

1.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

3.18%

Shares292

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

CMS

CMS ENERGY CORP

9.50%

Shares3.6K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

8.67%

Shares1.8K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

New

Shares730

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

VISA INC

New

Shares720

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

PKG

PACKAGING CORP AMER

0.59%

Shares1.0K

Event2026-06-30

Filed2026-07-09

EWD

ISHARES INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

New

Shares550

Event2026-06-30

Filed2026-07-09

CVS

CVS HEALTH CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

0.44%

Shares1.4K

Event2026-06-30

Filed2026-07-09

DFNM

DIMENSIONAL ETF TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

New

Shares213

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

-24.96%

Shares2.1K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

-3.71%

Shares649

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.01%

Shares419

Event2026-06-30

Filed2026-07-09

AVGE

AMERICAN CENTY ETF TR

-8.24%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IOO

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

HBAN

HUNTINGTON BANCSHARES INC

6.08%

Shares10.6K

Event2026-06-30

Filed2026-07-09

GIFT

GIFTIFY INC

0.00%

Shares142.4K

Event2026-06-30

Filed2026-07-09

OXBR

OXBRIDGE RE HLDGS LTD

0.00%

Shares67.8K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available