Sponsored

The Analysis of Landing Point Financial Group, LLC's Holdings & P&L

Currently, Landing Point Financial Group, LLC holds 99 types of securities in its portfolio with a total value $294.2M. In the most recent quarter, they have increased their positions in FBND (+1.0M shares, valued at $46.8M), DYNF (+264.7K shares, valued at $18.0M), CORO (+440.3K shares, valued at $16.1M); decreased their positions in FDVV (-427.8K shares, valued at $25.8M), CLOA (-245.8K shares, valued at $12.8M), ICSH (-244.0K shares, valued at $12.3M); initiated new positions in BAI (+165.4K shares, valued at $8.7M), THRO (+190.2K shares, valued at $8.2M), IVE (+32.2K shares, valued at $7.3M).

1M P&L

-233.2K-0.10%

3M P&L

-542.5K-0.22%

HY P&L

+23.9M+10.93%

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/A205.0M

83.5%

2Consumer Electronics11.7M

4.8%

3Semiconductors9.1M

3.7%

Top Industries by Stock Count

1N/A48 stocks

55.8%

2Semiconductors4 stocks

4.7%

3Aerospace & Defense3 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY TOTAL BOND ETF1.0M shares6898.99%2026-06-302026-08-06

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF53.4K shares-16.68%2026-06-302026-08-06

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF270.9K shares4259.61%2026-06-302026-08-06

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF452.2K shares3704.13%2026-06-302026-08-06

AAPL APPLE INC COM40.6K shares-7.68%2026-06-302026-08-06

IVW ISHARES S&P 500 GROWTH ETF85.1K shares1599.44%2026-06-302026-08-06

IEF ISHARES 7-10 YEAR TREASURY BOND ETF116.7K shares4674.85%2026-06-302026-08-06

FESM FIDELITY ENHANCED SMALL CAP CORE ETF202.1K shares-24.93%2026-06-302026-08-06

Sponsored

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF165.4K sharesnew addition2026-06-302026-08-06

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF190.2K sharesnew addition2026-06-302026-08-06

IVE ISHARES S&P 500 VALUE ETF32.2K sharesnew addition2026-06-302026-08-06

FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF198.6K sharesnew addition2026-06-302026-08-06

SPHQ INVESCO S&P 500 QUALITY ETF78.3K sharesnew addition2026-06-302026-08-06

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF121.1K sharesnew addition2026-06-302026-08-06

NVDA NVIDIA CORPORATION COM31.4K shares-2.79%2026-06-302026-08-06

EFV ISHARES MSCI EAFE VALUE ETF80.4K shares-18.53%2026-06-302026-08-06

Sponsored

VOO VANGUARD S&P 500 ETF6.6K shares-46.33%2026-06-302026-08-06

FDVV FIDELITY HIGH DIVIDEND ETF68.3K shares-86.23%2026-06-302026-08-06

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF55.1K shares-81.58%2026-06-302026-08-06

AMZN AMAZON COM INC COM11.6K shares0.16%2026-06-302026-08-06

CLOA ISHARES AAA CLO ACTIVE ETF52.5K shares-82.40%2026-06-302026-08-06

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF55.7K shares12.73%2026-06-302026-08-06

EFG ISHARES MSCI EAFE GROWTH ETF16.5K sharesnew addition2026-06-302026-08-06

MSFT MICROSOFT CORP COM5.2K shares1.65%2026-06-302026-08-06

Sponsored

IAU ISHARES GOLD TRUST23.1K shares58.66%2026-06-302026-08-06

IJH ISHARES CORE S&P MID-CAP ETF20.7K shares-32.04%2026-06-302026-08-06

VISA INC COM CL A VISA INC COM CL A4.5K shares0.11%2026-06-302026-08-06

IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF68.6K shares-6.92%2026-06-302026-08-06

GOOGL ALPHABET INC CAP STK CL A3.7K shares1.92%2026-06-302026-08-06

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF34.9K shares5.64%2026-06-302026-08-06

GOOG ALPHABET INC CAP STK CL C3.5K shares1.30%2026-06-302026-08-06

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF29.5K shares4.58%2026-06-302026-08-06

Sponsored

CSHP ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF11.8K shares-19.26%2026-06-302026-08-06

QCOM QUALCOMM INC COM6.3K shares0.03%2026-06-302026-08-06

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS8.5K sharesnew addition2026-06-302026-08-06

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF9.2K shares-5.35%2026-06-302026-08-06

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.4K shares0.00%2026-06-302026-08-06

TFLO ISHARES TREASURY FLOATING RATE BOND ETF18.6K shares-15.16%2026-06-302026-08-06

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF22.0K shares3.16%2026-06-302026-08-06

URI UNITED RENTALS INC COM809 shares-4.26%2026-06-302026-08-06

Sponsored

APPLIED MATLS INC COM APPLIED MATLS INC COM1.3K shares-5.60%2026-06-302026-08-06

META PLATFORMS INC CL A META PLATFORMS INC CL A1.6K shares-0.06%2026-06-302026-08-06

CSX CSX CORP COM18.4K shares-3.05%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC COM1.5K shares-6.25%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP COM1.7K shares0.06%2026-06-302026-08-06

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A1.6K shares0.06%2026-06-302026-08-06

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM1.9K shares-0.72%2026-06-302026-08-06

ICVT ISHARES CONVERTIBLE BOND ETF6.6K sharesnew addition2026-06-302026-08-06

Sponsored

MU MICRON TECHNOLOGY INC COM682 shares-10.97%2026-06-302026-08-06

LLY ELI LILLY & CO COM628 shares0.00%2026-06-302026-08-06

TSLA TESLA INC COM1.7K shares0.30%2026-06-302026-08-06

EEM ISHARES MSCI EMERGING MARKETS ETF9.9K shares-89.45%2026-06-302026-08-06

IWY ISHARES RUSSELL TOP 200 GROWTH ETF2.2K shares-61.25%2026-06-302026-08-06

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF11.8K shares-83.73%2026-06-302026-08-06

AVUV AVANTIS U.S. SMALL CAP VALUE ETF4.7K shares0.06%2026-06-302026-08-06

IJR ISHARES CORE S&P SMALL CAP ETF3.9K shares-22.57%2026-06-302026-08-06

Sponsored

FLOT ISHARES FLOATING RATE BOND ETF11.0K shares-16.37%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO COM1.6K shares0.13%2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF16.3K sharesnew addition2026-06-302026-08-06

HD HOME DEPOT INC COM1.5K shares-0.60%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP COM507 shares-5.59%2026-06-302026-08-06

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF14.4K shares4.56%2026-06-302026-08-06

QQQ INVESCO QQQ TRUST SERIES I662 shares-0.45%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC COM481 shares0.00%2026-06-302026-08-06

Sponsored

ETN EATON CORP PLC SHS1.1K shares0.00%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC COM1.8K shares38.52%2026-06-302026-08-06

NDSN NORDSON CORP COM1.4K shares-6.32%2026-06-302026-08-06

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF4.2K shares-14.61%2026-06-302026-08-06

FDX FEDEX CORP COM1.4K shares-5.92%2026-06-302026-08-06

CLF CLEVELAND-CLIFFS INC NEW COM42.0K shares-1.00%2026-06-302026-08-06

AKRE AKRE FOCUS ETF7.4K shares-26.98%2026-06-302026-08-06

PPG PPG INDS INC COM3.2K shares-1.20%2026-06-302026-08-06

Sponsored

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM1.1K shares0.36%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON COM1.4K shares-1.02%2026-06-302026-08-06

PG PROCTER & GAMBLE CO COM2.4K shares42.37%2026-06-302026-08-06

WFC WELLS FARGO & CO COM4.1K shares-1.07%2026-06-302026-08-06

KO COCA COLA CO COM4.0K shares0.30%2026-06-302026-08-06

MO ALTRIA GROUP INC COM4.5K shares-4.20%2026-06-302026-08-06

IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF14.1K shares-14.14%2026-06-302026-08-06

NETFLIX INC. COM NETFLIX INC. COM4.2K shares-13.92%2026-06-302026-08-06

Sponsored

SCHF SCHWAB INTERNATIONAL EQUITY ETF10.7K shares1.76%2026-06-302026-08-06

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF3.0K shares-68.65%2026-06-302026-08-06

SCHD SCHWAB US DIVIDEND EQUITY ETF8.8K shares1.33%2026-06-302026-08-06

PGR PROGRESSIVE CORP COM1.3K shares0.00%2026-06-302026-08-06

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF2.7K shares0.00%2026-06-302026-08-06

BA BOEING CO COM1.2K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW497 shares0.00%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP COM1.0K shares-1.86%2026-06-302026-08-06

Sponsored

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF2.5K shares-88.17%2026-06-302026-08-06

FDMT 4D MOLECULAR THERAPEUTICS INC COM18.5K shares-2.63%2026-06-302026-08-06

IWM ISHARES RUSSELL 2000 ETF812 shares-13.62%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP COM474 shares0.21%2026-06-302026-08-06

MCD MCDONALDS CORP COM889 shares0.00%2026-06-302026-08-06

RGNX REGENXBIO INC COM18.2K shares-5.20%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM232 shares0.00%2026-06-302026-08-06

AVDE AVANTIS INTERNATIONAL EQUITY ETF2.4K shares0.00%2026-06-302026-08-06

Sponsored

LOW LOWES COS INC COM976 shares0.10%2026-06-302026-08-06

IYY ISHARES DOW JONES U.S. ETF1.1K sharesnew addition2026-06-302026-08-06

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.1K sharesnew addition2026-06-302026-08-06

FBND

FIDELITY TOTAL BOND ETF

6898.99%

Shares1.0M

Event2026-06-30

Filed2026-08-06

ISHARES CORE S&P 500 ETF

-16.68%

Shares53.4K

Event2026-06-30

Filed2026-08-06

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

4259.61%

Shares270.9K

Event2026-06-30

Filed2026-08-06

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

3704.13%

Shares452.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC COM

-7.68%

Shares40.6K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES S&P 500 GROWTH ETF

1599.44%

Shares85.1K

Event2026-06-30

Filed2026-08-06

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

4674.85%

Shares116.7K

Event2026-06-30

Filed2026-08-06

FESM

FIDELITY ENHANCED SMALL CAP CORE ETF

-24.93%

Shares202.1K

Event2026-06-30

Filed2026-08-06

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

New

Shares165.4K

Event2026-06-30

Filed2026-08-06

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

New

Shares190.2K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES S&P 500 VALUE ETF

New

Shares32.2K

Event2026-06-30

Filed2026-08-06

FDEM

FIDELITY EMERGING MARKETS MULTIFACTOR ETF

New

Shares198.6K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO S&P 500 QUALITY ETF

New

Shares78.3K

Event2026-06-30

Filed2026-08-06

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

New

Shares121.1K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION COM

-2.79%

Shares31.4K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES MSCI EAFE VALUE ETF

-18.53%

Shares80.4K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD S&P 500 ETF

-46.33%

Shares6.6K

Event2026-06-30

Filed2026-08-06

FDVV

FIDELITY HIGH DIVIDEND ETF

-86.23%

Shares68.3K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-81.58%

Shares55.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC COM

0.16%

Shares11.6K

Event2026-06-30

Filed2026-08-06

CLOA

ISHARES AAA CLO ACTIVE ETF

-82.40%

Shares52.5K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

12.73%

Shares55.7K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES MSCI EAFE GROWTH ETF

New

Shares16.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP COM

1.65%

Shares5.2K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TRUST

58.66%

Shares23.1K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES CORE S&P MID-CAP ETF

-32.04%

Shares20.7K

Event2026-06-30

Filed2026-08-06

VISA INC COM CL A

0.11%

Shares4.5K

Event2026-06-30

Filed2026-08-06

IBHF

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

-6.92%

Shares68.6K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC CAP STK CL A

1.92%

Shares3.7K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

5.64%

Shares34.9K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC CAP STK CL C

1.30%

Shares3.5K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

4.58%

Shares29.5K

Event2026-06-30

Filed2026-08-06

CSHP

ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF

-19.26%

Shares11.8K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC COM

0.03%

Shares6.3K

Event2026-06-30

Filed2026-08-06

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares8.5K

Event2026-06-30

Filed2026-08-06

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

-5.35%

Shares9.2K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR S&P 500 ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

-15.16%

Shares18.6K

Event2026-06-30

Filed2026-08-06

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

3.16%

Shares22.0K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC COM

-4.26%

Shares809

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC COM

-5.60%

Shares1.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC CL A

-0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP COM

-3.05%

Shares18.4K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC COM

-6.25%

Shares1.5K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP COM

0.06%

Shares1.7K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED CL A

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC COM

-0.72%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ICVT

ISHARES CONVERTIBLE BOND ETF

New

Shares6.6K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC COM

-10.97%

Shares682

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO COM

0.00%

Shares628

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC COM

0.30%

Shares1.7K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES MSCI EMERGING MARKETS ETF

-89.45%

Shares9.9K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

-61.25%

Shares2.2K

Event2026-06-30

Filed2026-08-06

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-83.73%

Shares11.8K

Event2026-06-30

Filed2026-08-06

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.06%

Shares4.7K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES CORE S&P SMALL CAP ETF

-22.57%

Shares3.9K

Event2026-06-30

Filed2026-08-06

FLOT

ISHARES FLOATING RATE BOND ETF

-16.37%

Shares11.0K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO COM

0.13%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares16.3K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC COM

-0.60%

Shares1.5K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP COM

-5.59%

Shares507

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF

4.56%

Shares14.4K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TRUST SERIES I

-0.45%

Shares662

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC COM

0.00%

Shares481

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC SHS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC COM

38.52%

Shares1.8K

Event2026-06-30

Filed2026-08-06

NDSN

NORDSON CORP COM

-6.32%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-14.61%

Shares4.2K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP COM

-5.92%

Shares1.4K

Event2026-06-30

Filed2026-08-06

CLF

CLEVELAND-CLIFFS INC NEW COM

-1.00%

Shares42.0K

Event2026-06-30

Filed2026-08-06

AKRE

AKRE FOCUS ETF

-26.98%

Shares7.4K

Event2026-06-30

Filed2026-08-06

PPG

PPG INDS INC COM

-1.20%

Shares3.2K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO COM

0.36%

Shares1.1K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON COM

-1.02%

Shares1.4K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO COM

42.37%

Shares2.4K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO COM

-1.07%

Shares4.1K

Event2026-06-30

Filed2026-08-06

COCA COLA CO COM

0.30%

Shares4.0K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC COM

-4.20%

Shares4.5K

Event2026-06-30

Filed2026-08-06

IBHG

ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF

-14.14%

Shares14.1K

Event2026-06-30

Filed2026-08-06

NETFLIX INC. COM

-13.92%

Shares4.2K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

1.76%

Shares10.7K

Event2026-06-30

Filed2026-08-06

ISHARES CORE MSCI EAFE ETF

-68.65%

Shares3.0K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB US DIVIDEND EQUITY ETF

1.33%

Shares8.8K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

BOEING CO COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares497

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP COM

-1.86%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ISHARES CORE U.S. AGGREGATE BOND ETF

-88.17%

Shares2.5K

Event2026-06-30

Filed2026-08-06

FDMT

4D MOLECULAR THERAPEUTICS INC COM

-2.63%

Shares18.5K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES RUSSELL 2000 ETF

-13.62%

Shares812

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP COM

0.21%

Shares474

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP COM

0.00%

Shares889

Event2026-06-30

Filed2026-08-06

RGNX

REGENXBIO INC COM

-5.20%

Shares18.2K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares232

Event2026-06-30

Filed2026-08-06

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC COM

0.10%

Shares976

Event2026-06-30

Filed2026-08-06

IYY

ISHARES DOW JONES U.S. ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available