Sponsored

The Analysis of KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, KILEY JUERGENS WEALTH MANAGEMENT, LLC holds 241 types of securities in its portfolio with a total value $638.6M. In the most recent quarter, they have increased their positions in VUG (+18.9K shares, valued at $1.6M), VGT (+12.4K shares, valued at $1.5M), VO (+18.4K shares, valued at $1.5M); decreased their positions in AAPL (-2.1K shares, valued at $612.6K), N/A (-1.8K shares, valued at $451.8K), CAT (-377 shares, valued at $401.5K); initiated new positions in N/A (+2.8K shares, valued at $634.1K), N/A (+2.8K shares, valued at $626.1K), N/A (+1.9K shares, valued at $318.5K).

1M P&L

+4.1M+0.80%

3M P&L

+29.2M+5.93%

HY P&L

+66.9M+14.73%

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/A190.8M

35.7%

2Semiconductors45.7M

8.6%

3Software - Infrastructure43.5M

8.1%

Top Industries by Stock Count

1N/A85 stocks

41.9%

2Semiconductors9 stocks

4.4%

3Drug Manufacturers - General7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP113.3K shares1.07%2026-06-302026-08-07

AAPL APPLE INC140.7K shares-1.48%2026-06-302026-08-07

QQQ INVESCO QQQ TR51.1K shares-0.93%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION33.3K shares-0.61%2026-06-302026-08-07

NVDA NVIDIA CORPORATION155.4K shares-0.27%2026-06-302026-08-07

GOOGL ALPHABET INC66.5K shares-0.84%2026-06-302026-08-07

AMZN AMAZON COM INC94.8K shares-1.71%2026-06-302026-08-07

BROADCOM INC BROADCOM INC52.1K shares-0.86%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL38.7K shares0.15%2026-06-302026-08-07

CAT CATERPILLAR INC17.2K shares-2.14%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR578.5K shares0.13%2026-06-302026-08-07

ILCG ISHARES TR141.7K shares-0.73%2026-06-302026-08-07

SBUX STARBUCKS CORP113.8K shares-0.80%2026-06-302026-08-07

ILCV ISHARES TR88.5K shares1.05%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F102.1K shares0.12%2026-06-302026-08-07

GEV GE VERNOVA INC7.0K shares-4.02%2026-06-302026-08-07

Sponsored

LLY ELI LILLY & CO5.7K shares-2.17%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T31.3K shares12.38%2026-06-302026-08-07

TSLA TESLA INC15.3K shares0.48%2026-06-302026-08-07

GLD SPDR GOLD TR16.8K shares-2.08%2026-06-302026-08-07

GOOG ALPHABET INC16.1K shares0.68%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR188.7K shares1.33%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC7.1K shares3.07%2026-06-302026-08-07

VTV VANGUARD INDEX FDS24.7K shares-1.88%2026-06-302026-08-07

Sponsored

TSBK TIMBERLAND BANCORP INC119.5K shares-0.47%2026-06-302026-08-07

INTC INTEL CORP38.2K shares-0.28%2026-06-302026-08-07

HFWA HERITAGE FINL CORP WASH175.1K shares0.01%2026-06-302026-08-07

BA BOEING CO23.7K shares6.45%2026-06-302026-08-07

BSV VANGUARD BD INDEX FDS62.2K shares2.86%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO13.9K shares-1.07%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS18.9K shares-1.41%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON15.7K shares0.16%2026-06-302026-08-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.2K shares-1.72%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC6.3K shares16.66%2026-06-302026-08-07

ETN EATON CORP PLC8.2K shares1.21%2026-06-302026-08-07

PCAR PACCAR INC26.7K shares-4.60%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.3K shares0.33%2026-06-302026-08-07

TLT ISHARES TR36.8K shares0.19%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC5.4K shares-5.03%2026-06-302026-08-07

PG PROCTER & GAMBLE CO19.8K shares-5.93%2026-06-302026-08-07

Sponsored

SCHZ SCHWAB STRATEGIC TR123.3K shares63.78%2026-06-302026-08-07

MCD MCDONALDS CORP10.2K shares-5.28%2026-06-302026-08-07

VISA INC VISA INC8.0K shares-1.38%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC23.2K shares0.34%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC3.7K shares-1.51%2026-06-302026-08-07

WMT WALMART INC23.6K shares-3.62%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP18.2K shares-1.80%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR86.6K shares-0.17%2026-06-302026-08-07

Sponsored

UBER UBER TECHNOLOGIES INC33.2K shares-11.58%2026-06-302026-08-07

VOO VANGUARD INDEX FDS3.5K shares6.62%2026-06-302026-08-07

IWB ISHARES TR5.7K shares0.00%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR68.9K shares2.89%2026-06-302026-08-07

URI UNITED RENTALS INC2.0K shares-3.04%2026-06-302026-08-07

IWM ISHARES TR7.5K shares-1.08%2026-06-302026-08-07

CLOUDFLARE INC CLOUDFLARE INC8.9K shares-17.08%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL9.8K shares4.20%2026-06-302026-08-07

Sponsored

NETFLIX INC. NETFLIX INC.30.4K shares-0.65%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC18.5K shares-2.17%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS29.9K shares1.88%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR58.8K shares-1.59%2026-06-302026-08-07

HD HOME DEPOT INC6.0K shares-11.03%2026-06-302026-08-07

VO VANGUARD INDEX FDS24.8K shares287.83%2026-06-302026-08-07

CVX CHEVRON CORPORATION11.9K shares-11.01%2026-06-302026-08-07

VUG VANGUARD INDEX FDS22.7K shares496.63%2026-06-302026-08-07

Sponsored

GE GE AEROSPACE5.2K shares0.00%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC4.0K shares6.87%2026-06-302026-08-07

QCOM QUALCOMM INC10.3K shares-5.79%2026-06-302026-08-07

IYW ISHARES TR7.5K shares-0.32%2026-06-302026-08-07

ABBVIE INC ABBVIE INC7.3K shares-0.51%2026-06-302026-08-07

BA-PA BOEING CO25.6K shares2.10%2026-06-302026-08-07

VGT VANGUARD WORLD FD14.2K shares700.00%2026-06-302026-08-07

UNP UNION PAC CORP6.1K shares-2.69%2026-06-302026-08-07

Sponsored

LRCX LAM RESEARCH CORP3.8K shares0.66%2026-06-302026-08-07

MRK MERCK & CO INC12.6K shares-0.79%2026-06-302026-08-07

BAC BANK OF AMER CORP28.4K shares-13.14%2026-06-302026-08-07

SCHV SCHWAB STRATEGIC TR45.9K shares-2.61%2026-06-302026-08-07

DE DEERE & CO2.4K shares0.04%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR42.0K shares3.61%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-07

VHT VANGUARD WORLD FD5.0K shares-3.50%2026-06-302026-08-07

Sponsored

LMT LOCKHEED MARTIN CORP2.9K shares0.87%2026-06-302026-08-07

VB VANGUARD INDEX FDS4.7K shares-1.16%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F22.8K shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP8.7K shares1.30%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION6.7K shares-1.00%2026-06-302026-08-07

AMGN AMGEN INC3.5K shares-3.00%2026-06-302026-08-07

CGBL CAPITAL GROUP CORE BALANCED32.6K shares30.85%2026-06-302026-08-07

GLW CORNING INC4.8K shares10.10%2026-06-302026-08-07

Sponsored

PANW PALO ALTO NETWORKS INC3.5K shares-18.97%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR40.1K shares0.16%2026-06-302026-08-07

IVW ISHARES TR7.9K shares-4.19%2026-06-302026-08-07

DHR DANAHER CORP DEL5.5K shares-6.91%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC896 shares0.45%2026-06-302026-08-07

VXUS VANGUARD STAR FDS11.6K shares0.20%2026-06-302026-08-07

IVE ISHARES TR4.3K shares0.00%2026-06-302026-08-07

WFC WELLS FARGO & CO11.6K shares4.47%2026-06-302026-08-07

Sponsored

ED CONSOLIDATED EDISON INC8.6K shares0.27%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC10.7K shares17.87%2026-06-302026-08-07

IWO ISHARES TR2.4K shares0.00%2026-06-302026-08-07

EFA ISHARES TR9.0K shares0.76%2026-06-302026-08-07

IEF ISHARES TR9.9K shares0.18%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR17.2K shares-0.60%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW7.2K shares-8.50%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS5.6K shares0.00%2026-06-302026-08-07

Sponsored

SLV ISHARES SILVER TR16.5K shares-4.12%2026-06-302026-08-07

MAR MARRIOTT INTL INC NEW2.3K shares-2.12%2026-06-302026-08-07

KO COCA COLA CO10.5K shares0.13%2026-06-302026-08-07

COP CONOCOPHILLIPS7.8K shares-3.05%2026-06-302026-08-07

TMUS T-MOBILE US INC4.7K shares-5.14%2026-06-302026-08-07

XLY SELECT SECTOR SPDR TR6.8K shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR1.0K shares-0.29%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR4.9K shares-1.72%2026-06-302026-08-07

Sponsored

TXN TEXAS INSTRS INC2.6K shares1.34%2026-06-302026-08-07

VOOG VANGUARD ADMIRAL FDS INC9.3K shares500.00%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP2.1K shares-0.09%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC17.3K shares-2.74%2026-06-302026-08-07

FNDF SCHWAB STRATEGIC TR13.3K shares0.00%2026-06-302026-08-07

LOW LOWES COS INC3.0K shares0.10%2026-06-302026-08-07

DIS DISNEY WALT CO6.8K shares-4.73%2026-06-302026-08-07

Sponsored

USFD US FOODS HLDG CORP6.3K shares-3.10%2026-06-302026-08-07

ITOT ISHARES TR3.9K shares0.57%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC2.8K sharesnew addition2026-06-302026-08-07

T AT&T INC30.4K shares-0.47%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares-7.21%2026-06-302026-08-07

PEP PEPSICO INC4.6K shares-1.64%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.8K sharesnew addition2026-06-302026-08-07

3M CO 3M CO3.8K shares-0.74%2026-06-302026-08-07

Sponsored

XLI SELECT SECTOR SPDR TR3.2K shares-0.37%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC2.2K shares-4.39%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2026-06-302026-08-07

EMR EMERSON ELEC CO3.8K shares-1.18%2026-06-302026-08-07

MMC MARSH & MCLENNAN COS INC3.3K shares0.00%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.5K shares-2.48%2026-06-302026-08-07

IBB ISHARES TR2.8K shares0.00%2026-06-302026-08-07

ALL ALLSTATE CORP2.2K shares-0.27%2026-06-302026-08-07

Sponsored

NKE NIKE INC12.8K shares-3.83%2026-06-302026-08-07

OKE ONEOK INC NEW6.0K shares5.26%2026-06-302026-08-07

C CITIGROUP INC3.7K shares0.03%2026-06-302026-08-07

PFE PFIZER INC21.0K shares-5.20%2026-06-302026-08-07

ABT ABBOTT LABORATORIES5.5K shares-4.32%2026-06-302026-08-07

AEP AMERICAN ELEC PWR CO INC3.6K shares0.00%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L13.4K shares-0.04%2026-06-302026-08-07

EEM ISHARES TR7.1K shares0.00%2026-06-302026-08-07

Sponsored

ISHARES TR ISHARES TR4.9K shares-4.61%2026-06-302026-08-07

SNOWFLAKE INC SNOWFLAKE INC1.9K shares0.27%2026-06-302026-08-07

XBI SPDR SERIES TRUST3.0K shares1.83%2026-06-302026-08-07

NUE NUCOR CORP2.1K shares0.00%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-12.47%2026-06-302026-08-07

PFF ISHARES TR15.1K shares0.00%2026-06-302026-08-07

TJX TJX COS INC NEW3.0K shares-1.18%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR12.3K shares0.03%2026-06-302026-08-07

Sponsored

GPC GENUINE PARTS CO3.8K shares-3.30%2026-06-302026-08-07

SOLS SOLSTICE ADVANCED MATLS INC5.1K shares7.94%2026-06-302026-08-07

PSA PUBLIC STORAGE1.4K shares6.44%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC439 shares0.23%2026-06-302026-08-07

CORTEVA INC CORTEVA INC5.1K shares2.39%2026-06-302026-08-07

SYY SYSCO CORP5.1K shares-3.65%2026-06-302026-08-07

ESGV VANGUARD WORLD FD3.2K shares0.15%2026-06-302026-08-07

Q QNITY ELECTRONICS INC2.6K shares2.35%2026-06-302026-08-07

Sponsored

UPS UNITED PARCEL SVCS INC3.8K shares-5.17%2026-06-302026-08-07

WY WEYERHAEUSER CO17.0K shares-17.43%2026-06-302026-08-07

VV VANGUARD INDEX FDS1.2K shares-15.97%2026-06-302026-08-07

CSX CSX CORP8.4K shares-1.73%2026-06-302026-08-07

IYJ ISHARES TR2.4K shares0.00%2026-06-302026-08-07

IWR ISHARES TR3.6K shares-0.31%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC952 shares1.82%2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP4.3K shares-8.85%2026-06-302026-08-07

Sponsored

ATI INC ATI INC2.0K shares0.00%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.6K shares-3.19%2026-06-302026-08-07

RSPT INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-06-302026-08-07

PTLC PACER FDS TR6.5K shares0.00%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-08-07

IWY ISHARES TR1.3K shares0.00%2026-06-302026-08-07

ASTRAZENECA PLC ASTRAZENECA PLC2.0K shares-1.65%2026-06-302026-08-07

IXUS ISHARES TR3.9K shares0.00%2026-06-302026-08-07

Sponsored

USB US BANCORP6.1K shares0.07%2026-06-302026-08-07

SOXX ISHARES TR569 shares-17.77%2026-06-302026-08-07

IAU ISHARES GOLD TR4.8K shares2.07%2026-06-302026-08-07

CTAS CINTAS CORP2.1K shares0.00%2026-06-302026-08-07

IWF ISHARES TR2.9K shares300.00%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO1.0K shares-1.81%2026-06-302026-08-07

COLB COLUMBIA BKG SYS INC10.6K shares0.00%2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR4.1K shares0.02%2026-06-302026-08-07

Sponsored

IEMG ISHARES INC4.0K shares-8.08%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.5K shares3.53%2026-06-302026-08-07

SCHK SCHWAB STRATEGIC TR9.1K shares0.42%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO930 shares6.53%2026-06-302026-08-07

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.9K sharesnew addition2026-06-302026-08-07

HWM HOWMET AEROSPACE INC1.2K shares-3.36%2026-06-302026-08-07

PAYX PAYCHEX INC3.2K shares0.00%2026-06-302026-08-07

BANR BANNER CORP4.7K shares0.00%2026-06-302026-08-07

Sponsored

IGSB ISHARES TR5.9K shares0.00%2026-06-302026-08-07

QDF FLEXSHARES TR3.3K shares0.00%2026-06-302026-08-07

ATO ATMOS ENERGY CORP1.7K shares0.00%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS3.0K shares-7.46%2026-06-302026-08-07

ADI ANALOG DEVICES INC737 shares-0.54%2026-06-302026-08-07

TD TORONTO DOMINION BK ONT2.3K shares0.00%2026-06-302026-08-07

CMCSA COMCAST CORP NEW11.4K shares-4.63%2026-06-302026-08-07

ISHARES TR ISHARES TR2.8K shares-4.68%2026-06-302026-08-07

Sponsored

SMH VANECK ETF TRUST418 sharesnew addition2026-06-302026-08-07

KMI KINDER MORGAN INC DEL8.6K shares-10.05%2026-06-302026-08-07

MO ALTRIA GROUP INC3.8K shares0.24%2026-06-302026-08-07

TEL TE CONNECTIVITY PLC1.3K shares-3.95%2026-06-302026-08-07

CRM SALESFORCE INC1.7K shares-13.27%2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP2.4K shares-5.97%2026-06-302026-08-07

TGT TARGET CORP2.0K shares-7.47%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP1.3K shares2.82%2026-06-302026-08-07

Sponsored

GRMN GARMIN LTD1.1K shares0.00%2026-06-302026-08-07

INTF ISHARES TR6.4K shares0.00%2026-06-302026-08-07

CORP PIMCO ETF TR2.7K shares0.00%2026-06-302026-08-07

EFG ISHARES TR2.1K shares-4.75%2026-06-302026-08-07

UL UNILEVER PLC4.3K shares-1.02%2026-06-302026-08-07

XYL XYLEM INC2.2K shares-0.51%2026-06-302026-08-07

IJR ISHARES TR1.7K shares1.07%2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC536 shares0.00%2026-06-302026-08-07

Sponsored

XLE SELECT SECTOR SPDR TR4.5K shares-19.10%2026-06-302026-08-07

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.7K sharesnew addition2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC460 shares1.32%2026-06-302026-08-07

DIA STATE STR SPDR DOW JONES IND440 shares0.00%2026-06-302026-08-07

AVA AVISTA CORP5.6K shares0.23%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC763 sharesnew addition2026-06-302026-08-07

FEGE RBB FUND TRUST4.6K sharesnew addition2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP893 shares1.13%2026-06-302026-08-07

Sponsored

INDA ISHARES TR4.5K sharesnew addition2026-06-302026-08-07

IUSG ISHARES TR1.2K sharesnew addition2026-06-302026-08-07

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW4.0K shares0.00%2026-06-302026-08-07

CMI CUMMINS INC295 sharesnew addition2026-06-302026-08-07

BEP BROOKFIELD RENEWABLE ENERGY6.0K sharesnew addition2026-06-302026-08-07

HDV ISHARES TR7.5K sharesnew addition2026-06-302026-08-07

CCJ CAMECO CORP2.0K shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO3.6K shares-2.06%2026-06-302026-08-07

Sponsored

DFAS DIMENSIONAL ETF TRUST2.5K sharesnew addition2026-06-302026-08-07

FDX FEDEX CORP654 shares0.00%2026-06-302026-08-07

SHOP SHOPIFY INC1.8K shares-10.04%2026-06-302026-08-07

GILD GILEAD SCIENCES INC1.6K shares-3.74%2026-06-302026-08-07

VBK VANGUARD INDEX FDS555 sharesnew addition2026-06-302026-08-07

ADM ARCHER DANIELS MIDLAND CO2.6K sharesnew addition2026-06-302026-08-07

F FORD MTR CO13.4K shares0.08%2026-06-302026-08-07

GNW GENWORTH FINL INC10.2K shares0.00%2026-06-302026-08-07

Sponsored

GABELLI EQUITY TR INC GABELLI EQUITY TR INC13.4K shares2.67%2026-06-302026-08-07

MSFT

MICROSOFT CORP

1.07%

Shares113.3K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-1.48%

Shares140.7K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-0.93%

Shares51.1K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-0.61%

Shares33.3K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-0.27%

Shares155.4K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-0.84%

Shares66.5K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-1.71%

Shares94.8K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-0.86%

Shares52.1K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.15%

Shares38.7K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-2.14%

Shares17.2K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

0.13%

Shares578.5K

Event2026-06-30

Filed2026-08-07

ILCG

ISHARES TR

-0.73%

Shares141.7K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-0.80%

Shares113.8K

Event2026-06-30

Filed2026-08-07

ILCV

ISHARES TR

1.05%

Shares88.5K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

0.12%

Shares102.1K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-4.02%

Shares7.0K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

-2.17%

Shares5.7K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

12.38%

Shares31.3K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

0.48%

Shares15.3K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-2.08%

Shares16.8K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.68%

Shares16.1K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

1.33%

Shares188.7K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

3.07%

Shares7.1K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

-1.88%

Shares24.7K

Event2026-06-30

Filed2026-08-07

TSBK

TIMBERLAND BANCORP INC

-0.47%

Shares119.5K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-0.28%

Shares38.2K

Event2026-06-30

Filed2026-08-07

HFWA

HERITAGE FINL CORP WASH

0.01%

Shares175.1K

Event2026-06-30

Filed2026-08-07

BOEING CO

6.45%

Shares23.7K

Event2026-06-30

Filed2026-08-07

BSV

VANGUARD BD INDEX FDS

2.86%

Shares62.2K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-1.07%

Shares13.9K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-1.41%

Shares18.9K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.16%

Shares15.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-1.72%

Shares10.2K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

16.66%

Shares6.3K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

1.21%

Shares8.2K

Event2026-06-30

Filed2026-08-07

PCAR

PACCAR INC

-4.60%

Shares26.7K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.33%

Shares4.3K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

0.19%

Shares36.8K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

-5.03%

Shares5.4K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-5.93%

Shares19.8K

Event2026-06-30

Filed2026-08-07

SCHZ

SCHWAB STRATEGIC TR

63.78%

Shares123.3K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-5.28%

Shares10.2K

Event2026-06-30

Filed2026-08-07

VISA INC

-1.38%

Shares8.0K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

0.34%

Shares23.2K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-1.51%

Shares3.7K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-3.62%

Shares23.6K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-1.80%

Shares18.2K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-0.17%

Shares86.6K

Event2026-06-30

Filed2026-08-07

UBER

UBER TECHNOLOGIES INC

-11.58%

Shares33.2K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

6.62%

Shares3.5K

Event2026-06-30

Filed2026-08-07

IWB

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

2.89%

Shares68.9K

Event2026-06-30

Filed2026-08-07

URI

UNITED RENTALS INC

-3.04%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-1.08%

Shares7.5K

Event2026-06-30

Filed2026-08-07

CLOUDFLARE INC

-17.08%

Shares8.9K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

4.20%

Shares9.8K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-0.65%

Shares30.4K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

-2.17%

Shares18.5K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

1.88%

Shares29.9K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

-1.59%

Shares58.8K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-11.03%

Shares6.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

287.83%

Shares24.8K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-11.01%

Shares11.9K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

496.63%

Shares22.7K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.87%

Shares4.0K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-5.79%

Shares10.3K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

-0.32%

Shares7.5K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-0.51%

Shares7.3K

Event2026-06-30

Filed2026-08-07

BA-PA

BOEING CO

2.10%

Shares25.6K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

700.00%

Shares14.2K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-2.69%

Shares6.1K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

0.66%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-0.79%

Shares12.6K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-13.14%

Shares28.4K

Event2026-06-30

Filed2026-08-07

SCHV

SCHWAB STRATEGIC TR

-2.61%

Shares45.9K

Event2026-06-30

Filed2026-08-07

DEERE & CO

0.04%

Shares2.4K

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

3.61%

Shares42.0K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

VHT

VANGUARD WORLD FD

-3.50%

Shares5.0K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

0.87%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-1.16%

Shares4.7K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares22.8K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

1.30%

Shares8.7K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

-1.00%

Shares6.7K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-3.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

CGBL

CAPITAL GROUP CORE BALANCED

30.85%

Shares32.6K

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

10.10%

Shares4.8K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-18.97%

Shares3.5K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

0.16%

Shares40.1K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

-4.19%

Shares7.9K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

-6.91%

Shares5.5K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

0.45%

Shares896

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

0.20%

Shares11.6K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

4.47%

Shares11.6K

Event2026-06-30

Filed2026-08-07

CONSOLIDATED EDISON INC

0.27%

Shares8.6K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

17.87%

Shares10.7K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.76%

Shares9.0K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

0.18%

Shares9.9K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

-0.60%

Shares17.2K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

-8.50%

Shares7.2K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-07

SLV

ISHARES SILVER TR

-4.12%

Shares16.5K

Event2026-06-30

Filed2026-08-07

MAR

MARRIOTT INTL INC NEW

-2.12%

Shares2.3K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

0.13%

Shares10.5K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-3.05%

Shares7.8K

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-5.14%

Shares4.7K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.29%

Shares1.0K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

-1.72%

Shares4.9K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

1.34%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares9.3K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

-0.09%

Shares2.1K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-2.74%

Shares17.3K

Event2026-06-30

Filed2026-08-07

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

0.10%

Shares3.0K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-4.73%

Shares6.8K

Event2026-06-30

Filed2026-08-07

USFD

US FOODS HLDG CORP

-3.10%

Shares6.3K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

0.57%

Shares3.9K

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

AT&T INC

-0.47%

Shares30.4K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-7.21%

Shares1.2K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-1.64%

Shares4.6K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

3M CO

-0.74%

Shares3.8K

Event2026-06-30

Filed2026-08-07

XLI

SELECT SECTOR SPDR TR

-0.37%

Shares3.2K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

-4.39%

Shares2.2K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-1.18%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

-2.48%

Shares8.5K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

-0.27%

Shares2.2K

Event2026-06-30

Filed2026-08-07

NKE

NIKE INC

-3.83%

Shares12.8K

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

5.26%

Shares6.0K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

0.03%

Shares3.7K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-5.20%

Shares21.0K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-4.32%

Shares5.5K

Event2026-06-30

Filed2026-08-07

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

-0.04%

Shares13.4K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-4.61%

Shares4.9K

Event2026-06-30

Filed2026-08-07

SNOWFLAKE INC

0.27%

Shares1.9K

Event2026-06-30

Filed2026-08-07

XBI

SPDR SERIES TRUST

1.83%

Shares3.0K

Event2026-06-30

Filed2026-08-07

NUE

NUCOR CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-12.47%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-1.18%

Shares3.0K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

0.03%

Shares12.3K

Event2026-06-30

Filed2026-08-07

GPC

GENUINE PARTS CO

-3.30%

Shares3.8K

Event2026-06-30

Filed2026-08-07

SOLS

SOLSTICE ADVANCED MATLS INC

7.94%

Shares5.1K

Event2026-06-30

Filed2026-08-07

PSA

PUBLIC STORAGE

6.44%

Shares1.4K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

0.23%

Shares439

Event2026-06-30

Filed2026-08-07

CORTEVA INC

2.39%

Shares5.1K

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

-3.65%

Shares5.1K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD WORLD FD

0.15%

Shares3.2K

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS INC

2.35%

Shares2.6K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

-5.17%

Shares3.8K

Event2026-06-30

Filed2026-08-07

WEYERHAEUSER CO

-17.43%

Shares17.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-15.97%

Shares1.2K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

-1.73%

Shares8.4K

Event2026-06-30

Filed2026-08-07

IYJ

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

IWR

ISHARES TR

-0.31%

Shares3.6K

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

1.82%

Shares952

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

-8.85%

Shares4.3K

Event2026-06-30

Filed2026-08-07

ATI INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

-3.19%

Shares2.6K

Event2026-06-30

Filed2026-08-07

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

PTLC

PACER FDS TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IWY

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

-1.65%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

0.07%

Shares6.1K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

-17.77%

Shares569

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

2.07%

Shares4.8K

Event2026-06-30

Filed2026-08-07

CTAS

CINTAS CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

300.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-1.81%

Shares1.0K

Event2026-06-30

Filed2026-08-07

COLB

COLUMBIA BKG SYS INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

0.02%

Shares4.1K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-8.08%

Shares4.0K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

3.53%

Shares4.5K

Event2026-06-30

Filed2026-08-07

SCHK

SCHWAB STRATEGIC TR

0.42%

Shares9.1K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

6.53%

Shares930

Event2026-06-30

Filed2026-08-07

SPACE EXPLORATION TECHN CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

HWM

HOWMET AEROSPACE INC

-3.36%

Shares1.2K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-07

BANR

BANNER CORP

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-07

QDF

FLEXSHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

ATO

ATMOS ENERGY CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-7.46%

Shares3.0K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

-0.54%

Shares737

Event2026-06-30

Filed2026-08-07

TORONTO DOMINION BK ONT

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

-4.63%

Shares11.4K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-4.68%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

New

Shares418

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

-10.05%

Shares8.6K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

0.24%

Shares3.8K

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

-3.95%

Shares1.3K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-13.27%

Shares1.7K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

-5.97%

Shares2.4K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

-7.47%

Shares2.0K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

2.82%

Shares1.3K

Event2026-06-30

Filed2026-08-07

GRMN

GARMIN LTD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

INTF

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-07

CORP

PIMCO ETF TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

-4.75%

Shares2.1K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

-1.02%

Shares4.3K

Event2026-06-30

Filed2026-08-07

XYL

XYLEM INC

-0.51%

Shares2.2K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

1.07%

Shares1.7K

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

0.00%

Shares536

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

-19.10%

Shares4.5K

Event2026-06-30

Filed2026-08-07

DUPONT DE NEMOURS INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

1.32%

Shares460

Event2026-06-30

Filed2026-08-07

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares440

Event2026-06-30

Filed2026-08-07

AVA

AVISTA CORP

0.23%

Shares5.6K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares763

Event2026-06-30

Filed2026-08-07

FEGE

RBB FUND TRUST

New

Shares4.6K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

1.13%

Shares893

Event2026-06-30

Filed2026-08-07

INDA

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

SUNCOR ENERGY INC NEW

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

New

Shares295

Event2026-06-30

Filed2026-08-07

BEP

BROOKFIELD RENEWABLE ENERGY

New

Shares6.0K

Event2026-06-30

Filed2026-08-07

HDV

ISHARES TR

New

Shares7.5K

Event2026-06-30

Filed2026-08-07

CCJ

CAMECO CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-2.06%

Shares3.6K

Event2026-06-30

Filed2026-08-07

DFAS

DIMENSIONAL ETF TRUST

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

0.00%

Shares654

Event2026-06-30

Filed2026-08-07

SHOP

SHOPIFY INC

-10.04%

Shares1.8K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-3.74%

Shares1.6K

Event2026-06-30

Filed2026-08-07

VBK

VANGUARD INDEX FDS

New

Shares555

Event2026-06-30

Filed2026-08-07

ADM

ARCHER DANIELS MIDLAND CO

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

FORD MTR CO

0.08%

Shares13.4K

Event2026-06-30

Filed2026-08-07

GNW

GENWORTH FINL INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-07

GABELLI EQUITY TR INC

2.67%

Shares13.4K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available