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The Analysis of LIBERTY WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, LIBERTY WEALTH MANAGEMENT LLC holds 268 types of securities in its portfolio with a total value $800.4M.

1M P&L

+5.0M+0.64%

3M P&L

+26.0M+3.47%

HY P&L

+67.4M+9.53%

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/A567.3M

81.3%

2Consumer Electronics28.4M

4.1%

3Semiconductors20.4M

2.9%

Top Industries by Stock Count

1N/A139 stocks

59.7%

2Drug Manufacturers - General8 stocks

3.4%

3Semiconductors5 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST719.2K shares0.00%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST807.0K shares0.00%2026-06-302026-08-06

IVW ISHARES TR266.2K shares0.00%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST496.5K shares0.00%2026-06-302026-08-06

ISHARES CORE S&P 500 ISHARES CORE S&P 50044.1K shares0.00%2026-06-302026-08-06

DFCF DIMENSIONAL CORE FIXED681.2K shares0.00%2026-06-302026-08-06

AAPL APPLE INC111.8K shares0.00%2026-06-302026-08-06

IVE ISHARES TR128.8K shares0.00%2026-06-302026-08-06

Sponsored

QUAL ISHARES TR140.0K shares0.00%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST701.2K shares0.00%2026-06-302026-08-06

DFGX DIMENSIONAL387.3K shares0.00%2026-06-302026-08-06

IEMG ISHARES CORE MSCI266.9K shares0.00%2026-06-302026-08-06

NVDA NVIDIA CORPORATION101.7K shares0.00%2026-06-302026-08-06

IUSB ISHARES CORE UNIVERSAL342.8K shares0.00%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST439.1K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS46.3K shares0.00%2026-06-302026-08-06

Sponsored

DFSD DIMENSIONAL ETF TRUST309.7K shares0.00%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST368.9K shares0.00%2026-06-302026-08-06

DFLV DIMENSIONAL ETF TRUST382.4K shares0.00%2026-06-302026-08-06

EFV ISHARES MSCI EAFE VALUE162.8K shares0.00%2026-06-302026-08-06

MTUM ISHARES TR38.5K shares0.00%2026-06-302026-08-06

TLH ISHARES 10-20 YEAR87.8K shares0.00%2026-06-302026-08-06

VEU VANGUARD FTSE ALL-WORLD114.7K shares0.00%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST134.2K shares0.00%2026-06-302026-08-06

Sponsored

THRO BLACKROCK ETF TRUST228.9K shares0.00%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST248.7K shares0.00%2026-06-302026-08-06

OEF ISHARES TR24.7K shares0.00%2026-06-302026-08-06

DFEM DIMENSIONAL EMERGING215.0K shares0.00%2026-06-302026-08-06

MSFT MICROSOFT CORP19.4K shares0.00%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST202.5K shares0.00%2026-06-302026-08-06

EFG ISHARES MSCI EAFE GROWTH57.9K shares0.00%2026-06-302026-08-06

QQQ INVESCO QQQ TR9.9K shares0.00%2026-06-302026-08-06

Sponsored

DISV DIMENSIONAL ETF TRUST142.1K shares0.00%2026-06-302026-08-06

AMZN AMAZON COM INC26.9K shares0.00%2026-06-302026-08-06

ENPH ENPHASE ENERGY INC146.3K shares0.00%2026-06-302026-08-06

MBB ISHARES TR58.0K shares0.00%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC15.9K shares0.00%2026-06-302026-08-06

IYW ISHARES TR28.9K shares0.00%2026-06-302026-08-06

TSLA TESLA INC14.1K shares0.00%2026-06-302026-08-06

PIMCO INCOME INSTL PIMCO INCOME INSTL470.4K shares0.00%2026-06-302026-08-06

Sponsored

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE55.4K shares0.00%2026-06-302026-08-06

GOVT ISHARES TR217.9K shares0.00%2026-06-302026-08-06

VOO VANGUARD INDEX FDS8.2K shares0.00%2026-06-302026-08-06

BLV VANGUARD BD INDEX FDS70.4K shares0.00%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.2K shares0.00%2026-06-302026-08-06

EMXC ISHARES INC58.8K shares0.00%2026-06-302026-08-06

VGLT VANGUARD SCOTTSDALE FDS83.5K shares0.00%2026-06-302026-08-06

ISRG INTUITIVE SURGICAL INC10.0K shares0.00%2026-06-302026-08-06

Sponsored

PIMCO INCOME I-3 PIMCO INCOME I-3425.4K shares0.00%2026-06-302026-08-06

CVX CHEVRON CORPORATION21.3K shares0.00%2026-06-302026-08-06

IAU ISHARES GOLD TR49.1K shares0.00%2026-06-302026-08-06

GOOG ALPHABET INC14.5K shares0.00%2026-06-302026-08-06

TCAF T ROWE PRICE ETF INC111.4K shares0.00%2026-06-302026-08-06

ORACLE CORP ORACLE CORP25.8K shares0.00%2026-06-302026-08-06

WASTE MGMT INC DEL WASTE MGMT INC DEL16.4K shares0.00%2026-06-302026-08-06

GOOGL ALPHABET INC12.3K shares0.00%2026-06-302026-08-06

Sponsored

IAGG ISHARES CORE69.5K shares0.00%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC44.4K shares0.00%2026-06-302026-08-06

VGT VANGUARD WORLD FD4.6K shares0.00%2026-06-302026-08-06

GLD SPDR GOLD TR7.3K shares0.00%2026-06-302026-08-06

IDEF BLACKROCK ETF TRUST89.6K shares0.00%2026-06-302026-08-06

VTV VANGUARD INDEX FDS14.9K shares0.00%2026-06-302026-08-06

PIMCO TOTAL RETURN I-3 PIMCO TOTAL RETURN I-3326.6K shares0.00%2026-06-302026-08-06

BLCR BLACKROCK ETF TRUST68.5K shares0.00%2026-06-302026-08-06

Sponsored

BINC BLACKROCK ETF TRUST II51.8K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY5.5K shares0.00%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC4.5K shares0.00%2026-06-302026-08-06

BROADCOM INC BROADCOM INC7.9K shares0.00%2026-06-302026-08-06

VUG VANGUARD INDEX FDS5.0K shares0.00%2026-06-302026-08-06

UPS UNITED PARCEL SVC INC20.9K shares0.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS9.8K shares0.00%2026-06-302026-08-06

HCA HCA HEALTHCARE INC3.8K shares0.00%2026-06-302026-08-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS27.9K shares0.00%2026-06-302026-08-06

EMB ISHARES TR18.4K shares0.00%2026-06-302026-08-06

AIRR FIRST TR EXCHANGE TRADED FD15.0K shares0.00%2026-06-302026-08-06

ABBVIE INC ABBVIE INC6.9K shares0.00%2026-06-302026-08-06

VHT VANGUARD WORLD FD5.2K shares0.00%2026-06-302026-08-06

JPMORGAN CHASE &CO JPMORGAN CHASE &CO5.0K shares0.00%2026-06-302026-08-06

MGK VANGUARD WORLD FD3.9K shares0.00%2026-06-302026-08-06

LLY ELI LILLY &CO1.5K shares0.00%2026-06-302026-08-06

Sponsored

IFRA ISHARES TR24.4K shares0.00%2026-06-302026-08-06

HEFA ISHARES TR31.5K shares0.00%2026-06-302026-08-06

FTEC FIDELITY COVINGTON TRUST6.2K shares0.00%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS5.1K shares0.00%2026-06-302026-08-06

VB VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-08-06

PALANTIR TECHNOLOGIES IN PALANTIR TECHNOLOGIES IN8.4K shares0.00%2026-06-302026-08-06

BAC BANK AMERICA CORP25.1K shares0.00%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC5.8K shares0.00%2026-06-302026-08-06

Sponsored

IYE ISHARES TR17.8K shares0.00%2026-06-302026-08-06

IYH ISHARES TR18.2K shares0.00%2026-06-302026-08-06

IYK ISHARES TR15.8K shares0.00%2026-06-302026-08-06

VISA INC VISA INC3.6K shares0.00%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP6.4K shares0.00%2026-06-302026-08-06

PG PROCTER &GAMBLE CO7.3K shares0.00%2026-06-302026-08-06

VV VANGUARD INDEX FDS3.4K shares0.00%2026-06-302026-08-06

AMGN AMGEN INC2.9K shares0.00%2026-06-302026-08-06

Sponsored

IYF ISHARES TR8.6K shares0.00%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST13.2K shares0.00%2026-06-302026-08-06

PIMCO EMERGING MARKETS B PIMCO EMERGING MARKETS B111.8K shares0.00%2026-06-302026-08-06

PIMCO INVESTMENT GRADE C PIMCO INVESTMENT GRADE C107.3K shares0.00%2026-06-302026-08-06

DBEF DBX ETF TR19.6K shares0.00%2026-06-302026-08-06

LMT LOCKHEED MARTIN CORP1.5K shares0.00%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION927 shares0.00%2026-06-302026-08-06

TLT ISHARES 20 YEAR10.5K shares0.00%2026-06-302026-08-06

Sponsored

INTU INTUIT2.1K shares0.00%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN4.2K shares0.00%2026-06-302026-08-06

WMT WALMART INC6.9K shares0.00%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC988 shares0.00%2026-06-302026-08-06

TFLO ISHARES TR16.5K shares0.00%2026-06-302026-08-06

USMV ISHARES TR8.9K shares0.00%2026-06-302026-08-06

WFC WELLS FARGO &CO10.4K shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR6.2K shares0.00%2026-06-302026-08-06

Sponsored

CAT CATERPILLAR INC1.2K shares0.00%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO3.2K shares0.00%2026-06-302026-08-06

FLRN STATE STREET SPDR24.1K shares0.00%2026-06-302026-08-06

MSCI MSCI INC1.4K shares0.00%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares0.00%2026-06-302026-08-06

DGRO ISHARES TR10.4K shares0.00%2026-06-302026-08-06

HD HOME DEPOT INC2.2K shares0.00%2026-06-302026-08-06

KO COCA COLA CO9.6K shares0.00%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F13.4K shares0.00%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION3.7K shares0.00%2026-06-302026-08-06

EFA ISHARES TR7.3K shares0.00%2026-06-302026-08-06

SYSB ISHARES TR8.0K shares0.00%2026-06-302026-08-06

PIMCO MORTGAGE OPPORTUNI PIMCO MORTGAGE OPPORTUNI74.6K shares0.00%2026-06-302026-08-06

SPYV SPDR SERIES TRUST11.9K shares0.00%2026-06-302026-08-06

DIS DISNEY WALT CO7.0K shares0.00%2026-06-302026-08-06

FLOT ISHARES TR13.1K shares0.00%2026-06-302026-08-06

Sponsored

PHM PULTE GROUP INC5.6K shares0.00%2026-06-302026-08-06

JNJ JOHNSON &JOHNSON2.6K shares0.00%2026-06-302026-08-06

VFH VANGUARD WORLD FD5.2K shares0.00%2026-06-302026-08-06

IJR ISHARES CORE S&P4.7K shares0.00%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS12.1K shares0.00%2026-06-302026-08-06

IBB ISHARES TR3.4K shares0.00%2026-06-302026-08-06

PEP PEPSICO INC3.7K shares0.00%2026-06-302026-08-06

FDVV FIDELITY COVINGTON TRUST10.0K shares0.00%2026-06-302026-08-06

Sponsored

BND VANGUARD BD INDEX FDS7.5K shares0.00%2026-06-302026-08-06

IYR ISHARES TR5.8K shares0.00%2026-06-302026-08-06

MASTERCARD INC MASTERCARD INC1.1K shares0.00%2026-06-302026-08-06

ITOT ISHARES TR3.7K shares0.00%2026-06-302026-08-06

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

VONG VANGUARD SCOTTSDALE FDS4.7K shares0.00%2026-06-302026-08-06

COWZ PACER FDS TR8.1K shares0.00%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.7K shares0.00%2026-06-302026-08-06

Sponsored

HTO H2O AMERICA8.6K shares0.00%2026-06-302026-08-06

FLTR VANECK ETF TRUST19.7K shares0.00%2026-06-302026-08-06

ABT ABBOTT LABORATORIES4.9K shares0.00%2026-06-302026-08-06

IJJ ISHARES TR3.8K shares0.00%2026-06-302026-08-06

NETFLIX INC NETFLIX INC5.1K shares0.00%2026-06-302026-08-06

PIMCO EMERGING MKTS LCL PIMCO EMERGING MKTS LCL80.3K shares0.00%2026-06-302026-08-06

PEG PUBLIC SVC ENTERPRISE GROUP6.0K shares0.00%2026-06-302026-08-06

PSA PUBLIC STORAGE OPER CO1.8K shares0.00%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP1.5K shares0.00%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS5.8K shares0.00%2026-06-302026-08-06

VIG VANGUARD DIVIDEND2.1K shares0.00%2026-06-302026-08-06

RPV INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-06-302026-08-06

SLV ISHARES SILVER TR6.4K shares0.00%2026-06-302026-08-06

JPST JPMORGAN ULTRA-SHORT8.4K shares0.00%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR3.8K shares0.00%2026-06-302026-08-06

QUANTA SVCS INC QUANTA SVCS INC768 shares0.00%2026-06-302026-08-06

Sponsored

MRK MERCK &CO INC3.4K shares0.00%2026-06-302026-08-06

GE GE AEROSPACE1.4K shares0.00%2026-06-302026-08-06

VSGX VANGUARD WORLD FD5.6K shares0.00%2026-06-302026-08-06

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

BP BP PLC8.5K shares0.00%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC7.9K shares0.00%2026-06-302026-08-06

GEV GE VERNOVA INC450 shares0.00%2026-06-302026-08-06

INTC INTEL CORP8.9K shares0.00%2026-06-302026-08-06

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN6.7K shares0.00%2026-06-302026-08-06

UNP UNION PAC CORP1.6K shares0.00%2026-06-302026-08-06

USB US BANCORP7.4K shares0.00%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR3.8K shares0.00%2026-06-302026-08-06

ABM ABM INDS INC9.8K shares0.00%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2026-06-302026-08-06

AHR AMERICAN HEALTHCARE REIT INC7.3K shares0.00%2026-06-302026-08-06

BA BOEING CO1.8K shares0.00%2026-06-302026-08-06

Sponsored

BIV VANGUARD BD INDEX FDS4.7K shares0.00%2026-06-302026-08-06

PIMCO CALIFORNIA MUNICIP PIMCO CALIFORNIA MUNICIP34.5K shares0.00%2026-06-302026-08-06

ALL ALLSTATE CORP1.7K shares0.00%2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC866 shares0.00%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR7.3K shares0.00%2026-06-302026-08-06

ADI ANALOG DEVICES INC1.1K shares0.00%2026-06-302026-08-06

BLACKROCK CALIFORNIA MUN BLACKROCK CALIFORNIA MUN29.1K shares0.00%2026-06-302026-08-06

MCK MCKESSON CORP391 shares0.00%2026-06-302026-08-06

Sponsored

DELL DELL TECHNOLOGIES INC2.1K shares0.00%2026-06-302026-08-06

NVS NOVARTIS AG2.2K shares0.00%2026-06-302026-08-06

LRCX LAM RESEARCH CORP1.6K shares0.00%2026-06-302026-08-06

FLDR FIDELITY MERRIMACK STR TR6.6K shares0.00%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR5.4K shares0.00%2026-06-302026-08-06

VOX VANGUARD WORLD FD1.8K shares0.00%2026-06-302026-08-06

SBUX STARBUCKS CORP3.6K shares0.00%2026-06-302026-08-06

ETN EATON CORP PLC903 shares0.00%2026-06-302026-08-06

Sponsored

T AT&T INC11.1K shares0.00%2026-06-302026-08-06

MPC MARATHON PETE CORP1.3K shares0.00%2026-06-302026-08-06

ASML ASML HLDG N V242 shares0.00%2026-06-302026-08-06

WELL WELLTOWER INC1.6K shares0.00%2026-06-302026-08-06

IMCG ISHARES TR4.0K shares0.00%2026-06-302026-08-06

ROST ROSS STORES INC1.5K shares0.00%2026-06-302026-08-06

IBTH ISHARES TR14.2K shares0.00%2026-06-302026-08-06

SHW SHERWIN WILLIAMS CO990 shares0.00%2026-06-302026-08-06

Sponsored

IBTG ISHARES TR13.8K shares0.00%2026-06-302026-08-06

HIMU BLACKROCK ETF TRUST II6.6K shares0.00%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-06-302026-08-06

WEC WEC ENERGY GROUP INC2.7K shares0.00%2026-06-302026-08-06

ADOBE INC ADOBE INC1.3K shares0.00%2026-06-302026-08-06

CRM SALESFORCE INC1.6K shares0.00%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR6.5K shares0.00%2026-06-302026-08-06

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

Sponsored

JPC NUVEEN PREFERRED INCOME37.9K shares0.00%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares0.00%2026-06-302026-08-06

IBTK ISHARES TR14.3K shares0.00%2026-06-302026-08-06

IBTJ ISHARES TR12.9K shares0.00%2026-06-302026-08-06

IBTI ISHARES TR12.7K shares0.00%2026-06-302026-08-06

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

ESGV VANGUARD WORLD FD2.5K shares0.00%2026-06-302026-08-06

PLD PROLOGIS INC.2.1K shares0.00%2026-06-302026-08-06

Sponsored

VNQ VANGUARD INDEX FDS3.1K shares0.00%2026-06-302026-08-06

NEM NEWMONT CORP2.5K shares0.00%2026-06-302026-08-06

DIVB ISHARES CORE DIVIDEND5.0K shares0.00%2026-06-302026-08-06

SMH VANECK ETF TRUST704 shares0.00%2026-06-302026-08-06

ICSH ISHARES ULTRA SHORT5.3K shares0.00%2026-06-302026-08-06

AGX ARGAN INC482 shares0.00%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-06-302026-08-06

FDD FIRST TR EXCHANGE-TRADED FD14.6K shares0.00%2026-06-302026-08-06

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.3K shares0.00%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND555 shares0.00%2026-06-302026-08-06

PSX PHILLIPS 661.4K shares0.00%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR10.0K shares0.00%2026-06-302026-08-06

GII SPDR INDEX SHS FDS3.3K shares0.00%2026-06-302026-08-06

SRE SEMPRA2.6K shares0.00%2026-06-302026-08-06

SNPS SYNOPSYS INC622 shares0.00%2026-06-302026-08-06

ESGU ISHARES ESG AWARE MSCI1.7K shares0.00%2026-06-302026-08-06

Sponsored

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

VDE VANGUARD ENERGY INDEX1.4K shares0.00%2026-06-302026-08-06

ICVT ISHARES CONVERTIBLE BOND2.4K shares0.00%2026-06-302026-08-06

IXC ISHARES TR4.2K shares0.00%2026-06-302026-08-06

MS MORGAN STANLEY1.5K shares0.00%2026-06-302026-08-06

PFE PFIZER INC8.5K shares0.00%2026-06-302026-08-06

GILD GILEAD SCIENCES INC1.7K shares0.00%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW1.8K shares0.00%2026-06-302026-08-06

Sponsored

EBAY EBAY INC.2.6K shares0.00%2026-06-302026-08-06

SPSB STATE STREET SPDR7.8K shares0.00%2026-06-302026-08-06

IJK ISHARES TR2.3K shares0.00%2026-06-302026-08-06

VXUS VANGUARD STAR FDS3.0K shares0.00%2026-06-302026-08-06

SYK STRYKER CORPORATION696 shares0.00%2026-06-302026-08-06

KR KROGER CO3.1K shares0.00%2026-06-302026-08-06

HSY HERSHEY CO1.1K shares0.00%2026-06-302026-08-06

COP CONOCOPHILLIPS1.7K shares0.00%2026-06-302026-08-06

Sponsored

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

HDV ISHARES CORE HIGH1.6K shares0.00%2026-06-302026-08-06

SCHW SCHWAB CHARLES CORP2.3K shares0.00%2026-06-302026-08-06

IBHG ISHARES TR9.8K shares0.00%2026-06-302026-08-06

STIP ISHARES 0-5 YEAR TIPS2.1K shares0.00%2026-06-302026-08-06

VMBS VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP302 shares0.00%2026-06-302026-08-06

VRTX VERTEX PHARMACEUTICALS INC460 shares0.00%2026-06-302026-08-06

Sponsored

FTCA PUTNAM ETF TRUST27.6K shares0.00%2026-06-302026-08-06

IBHF ISHARES TR8.7K shares0.00%2026-06-302026-08-06

S SENTINELONE INC14.4K shares0.00%2026-06-302026-08-06

BLACKROCK NATIONAL MUNIC BLACKROCK NATIONAL MUNIC15.0K shares0.00%2026-06-302026-08-06

HTBK HERITAGE COMM CORP11.4K shares0.00%2026-06-302026-08-06

NYLI MACKAY TAX FREE BON NYLI MACKAY TAX FREE BON13.9K shares0.00%2026-06-302026-08-06

FSCO FS CREDIT OPPORTUNITIES CORP17.0K shares0.00%2026-06-302026-08-06

NGEN NERVGEN PHARMA CORP22.0K shares0.00%2026-06-302026-08-06

Sponsored

GNLX GENELUX CORPORATION16.5K shares0.00%2026-06-302026-08-06

CRBU CARIBOU BIOSCIENCES INC19.5K shares0.00%2026-06-302026-08-06

CHROMOCURE INC CHROMOCURE INC33.3K shares0.00%2026-06-302026-08-06

WLBAQ WESTMORELAND COAL CO XXX20.0K shares0.00%2026-06-302026-08-06

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares719.2K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares807.0K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

0.00%

Shares266.2K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

0.00%

Shares496.5K

Event2026-06-30

Filed2026-08-06

ISHARES CORE S&P 500

0.00%

Shares44.1K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL CORE FIXED

0.00%

Shares681.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

0.00%

Shares111.8K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

0.00%

Shares128.8K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

0.00%

Shares140.0K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares701.2K

Event2026-06-30

Filed2026-08-06

DFGX

DIMENSIONAL

0.00%

Shares387.3K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES CORE MSCI

0.00%

Shares266.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.00%

Shares101.7K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES CORE UNIVERSAL

0.00%

Shares342.8K

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares439.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares46.3K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

0.00%

Shares309.7K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares368.9K

Event2026-06-30

Filed2026-08-06

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares382.4K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES MSCI EAFE VALUE

0.00%

Shares162.8K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

0.00%

Shares38.5K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES 10-20 YEAR

0.00%

Shares87.8K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD FTSE ALL-WORLD

0.00%

Shares114.7K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares134.2K

Event2026-06-30

Filed2026-08-06

THRO

BLACKROCK ETF TRUST

0.00%

Shares228.9K

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares248.7K

Event2026-06-30

Filed2026-08-06

OEF

ISHARES TR

0.00%

Shares24.7K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL EMERGING

0.00%

Shares215.0K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

0.00%

Shares19.4K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

0.00%

Shares202.5K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES MSCI EAFE GROWTH

0.00%

Shares57.9K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares142.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.00%

Shares26.9K

Event2026-06-30

Filed2026-08-06

ENPH

ENPHASE ENERGY INC

0.00%

Shares146.3K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

0.00%

Shares58.0K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

0.00%

Shares15.9K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

0.00%

Shares28.9K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-06

PIMCO INCOME INSTL

0.00%

Shares470.4K

Event2026-06-30

Filed2026-08-06

ISHARES CORE MSCI EAFE

0.00%

Shares55.4K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

0.00%

Shares217.9K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

0.00%

Shares8.2K

Event2026-06-30

Filed2026-08-06

BLV

VANGUARD BD INDEX FDS

0.00%

Shares70.4K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

0.00%

Shares58.8K

Event2026-06-30

Filed2026-08-06

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares83.5K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

PIMCO INCOME I-3

0.00%

Shares425.4K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

0.00%

Shares21.3K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.00%

Shares49.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-06

TCAF

T ROWE PRICE ETF INC

0.00%

Shares111.4K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

0.00%

Shares25.8K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

0.00%

Shares16.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-08-06

IAGG

ISHARES CORE

0.00%

Shares69.5K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

0.00%

Shares44.4K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

IDEF

BLACKROCK ETF TRUST

0.00%

Shares89.6K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-06

PIMCO TOTAL RETURN I-3

0.00%

Shares326.6K

Event2026-06-30

Filed2026-08-06

BLCR

BLACKROCK ETF TRUST

0.00%

Shares68.5K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

0.00%

Shares51.8K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVC INC

0.00%

Shares20.9K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

HCA

HCA HEALTHCARE INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares27.9K

Event2026-06-30

Filed2026-08-06

EMB

ISHARES TR

0.00%

Shares18.4K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE &CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY &CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IFRA

ISHARES TR

0.00%

Shares24.4K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR

0.00%

Shares31.5K

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES IN

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-06

BAC

BANK AMERICA CORP

0.00%

Shares25.1K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IYE

ISHARES TR

0.00%

Shares17.8K

Event2026-06-30

Filed2026-08-06

IYH

ISHARES TR

0.00%

Shares18.2K

Event2026-06-30

Filed2026-08-06

IYK

ISHARES TR

0.00%

Shares15.8K

Event2026-06-30

Filed2026-08-06

VISA INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-06

PROCTER &GAMBLE CO

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IYF

ISHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-06

PIMCO EMERGING MARKETS B

0.00%

Shares111.8K

Event2026-06-30

Filed2026-08-06

PIMCO INVESTMENT GRADE C

0.00%

Shares107.3K

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

0.00%

Shares19.6K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

0.00%

Shares927

Event2026-06-30

Filed2026-08-06

TLT

ISHARES 20 YEAR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.00%

Shares988

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO &CO

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

FLRN

STATE STREET SPDR

0.00%

Shares24.1K

Event2026-06-30

Filed2026-08-06

MSCI

MSCI INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares13.4K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

SYSB

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-06

PIMCO MORTGAGE OPPORTUNI

0.00%

Shares74.6K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

FLOT

ISHARES TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-06

PHM

PULTE GROUP INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON &JOHNSON

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES CORE S&P

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares12.1K

Event2026-06-30

Filed2026-08-06

IBB

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-06

IYR

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

MASTERCARD INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

HTO

H2O AMERICA

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-06

FLTR

VANECK ETF TRUST

0.00%

Shares19.7K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

NETFLIX INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

PIMCO EMERGING MKTS LCL

0.00%

Shares80.3K

Event2026-06-30

Filed2026-08-06

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-06

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD DIVIDEND

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-06

JPST

JPMORGAN ULTRA-SHORT

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

0.00%

Shares768

Event2026-06-30

Filed2026-08-06

MRK

MERCK &CO INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

BP PLC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

0.00%

Shares450

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

ABM

ABM INDS INC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

BOEING CO

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

PIMCO CALIFORNIA MUNICIP

0.00%

Shares34.5K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.00%

Shares866

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

BLACKROCK CALIFORNIA MUN

0.00%

Shares29.1K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

0.00%

Shares391

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FLDR

FIDELITY MERRIMACK STR TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

VOX

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

0.00%

Shares903

Event2026-06-30

Filed2026-08-06

AT&T INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG N V

0.00%

Shares242

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS CO

0.00%

Shares990

Event2026-06-30

Filed2026-08-06

IBTG

ISHARES TR

0.00%

Shares13.8K

Event2026-06-30

Filed2026-08-06

HIMU

BLACKROCK ETF TRUST II

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

ADOBE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

JPC

NUVEEN PREFERRED INCOME

0.00%

Shares37.9K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

IBTK

ISHARES TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-08-06

IBTJ

ISHARES TR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-06

IBTI

ISHARES TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC.

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

DIVB

ISHARES CORE DIVIDEND

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

0.00%

Shares704

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES ULTRA SHORT

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-06

AGX

ARGAN INC

0.00%

Shares482

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FDD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.6K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares555

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-06

GII

SPDR INDEX SHS FDS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

SRE

SEMPRA

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC

0.00%

Shares622

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES ESG AWARE MSCI

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD ENERGY INDEX

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ICVT

ISHARES CONVERTIBLE BOND

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

IXC

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

EBAY

EBAY INC.

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

SPSB

STATE STREET SPDR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

0.00%

Shares696

Event2026-06-30

Filed2026-08-06

KROGER CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

HSY

HERSHEY CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES CORE HIGH

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

IBHG

ISHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

STIP

ISHARES 0-5 YEAR TIPS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares302

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares460

Event2026-06-30

Filed2026-08-06

FTCA

PUTNAM ETF TRUST

0.00%

Shares27.6K

Event2026-06-30

Filed2026-08-06

IBHF

ISHARES TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-06

SENTINELONE INC

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-06

BLACKROCK NATIONAL MUNIC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-08-06

HTBK

HERITAGE COMM CORP

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

NYLI MACKAY TAX FREE BON

0.00%

Shares13.9K

Event2026-06-30

Filed2026-08-06

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-06

NGEN

NERVGEN PHARMA CORP

0.00%

Shares22.0K

Event2026-06-30

Filed2026-08-06

GNLX

GENELUX CORPORATION

0.00%

Shares16.5K

Event2026-06-30

Filed2026-08-06

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares19.5K

Event2026-06-30

Filed2026-08-06

CHROMOCURE INC

0.00%

Shares33.3K

Event2026-06-30

Filed2026-08-06

WLBAQ

WESTMORELAND COAL CO XXX

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available