Sponsored

The Analysis of LifeGoal Investments, LLC's Holdings & P&L

Currently, LifeGoal Investments, LLC holds 155 types of securities in its portfolio with a total value $218.5M. In the most recent quarter, they have increased their positions in VUG (+102.7K shares, valued at $8.9M), LRGF (+45.5K shares, valued at $3.4M), CGGO (+63.1K shares, valued at $2.7M); decreased their positions in BND (-17.2K shares, valued at $1.3M), CGMU (-15.4K shares, valued at $423.3K), JPIE (-8.1K shares, valued at $375.0K); initiated new positions in ALLW (+40.3K shares, valued at $1.2M), LONZ (+17.1K shares, valued at $841.4K), AMD (+1.4K shares, valued at $802.8K).

1M P&L

+57.7K+0.03%

3M P&L

+5.8M+2.97%

HY P&L

-41.9M-17.34%

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/A165.1M

80.7%

2Semiconductors5.5M

2.7%

3Consumer Electronics5.0M

2.4%

Top Industries by Stock Count

1N/A60 stocks

45.1%

2Semiconductors4 stocks

3.0%

3Software - Infrastructure4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGO CAPITAL GROUP GBL GROWTH EQT536.9K shares13.32%2026-06-302026-07-08

LRGF ISHARES TR295.9K shares18.18%2026-06-302026-07-08

DGRO ISHARES TR232.6K shares10.69%2026-06-302026-07-08

FEGE RBB FUND TRUST338.5K shares19.22%2026-06-302026-07-08

VUG VANGUARD INDEX FDS124.7K shares467.86%2026-06-302026-07-08

BND VANGUARD BD INDEX FDS117.5K shares-12.75%2026-06-302026-07-08

PYLD PIMCO ETF TR267.9K shares1.12%2026-06-302026-07-08

BOXX EA SERIES TRUST54.1K shares14.67%2026-06-302026-07-08

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F118.5K shares-6.43%2026-06-302026-07-08

EMGF ISHARES INC69.8K shares9.54%2026-06-302026-07-08

AAPL APPLE INC17.2K shares10.67%2026-06-302026-07-08

CGMS CAPITAL GRP FIXED INCM ETF T157.8K shares-0.38%2026-06-302026-07-08

VIGI VANGUARD WHITEHALL FDS31.7K shares17.91%2026-06-302026-07-08

VANGUARD INDEX FDS VANGUARD INDEX FDS7.7K shares0.10%2026-06-302026-07-08

NVDA NVIDIA CORPORATION13.9K shares41.36%2026-06-302026-07-08

IGRO ISHARES TR28.9K shares20.82%2026-06-302026-07-08

Sponsored

AMZN AMAZON COM INC10.0K shares38.64%2026-06-302026-07-08

XLRE SELECT SECTOR SPDR TR51.0K shares33.14%2026-06-302026-07-08

GOOG ALPHABET INC6.3K shares5.36%2026-06-302026-07-08

WORLD GOLD TR WORLD GOLD TR27.3K shares9.24%2026-06-302026-07-08

FLIN FRANKLIN TEMPLETON ETF TR57.4K shares21.76%2026-06-302026-07-08

VOO VANGUARD INDEX FDS2.9K shares-0.07%2026-06-302026-07-08

MSFT MICROSOFT CORP4.6K shares23.13%2026-06-302026-07-08

MU MICRON TECHNOLOGY INC1.4K shares-2.51%2026-06-302026-07-08

Sponsored

VCLT VANGUARD SCOTTSDALE FDS21.0K shares-3.40%2026-06-302026-07-08

CGDG CAPITAL GROUP DIVIDEND GROWE40.8K shares-6.45%2026-06-302026-07-08

GLOF ISHARES TR24.3K shares-4.29%2026-06-302026-07-08

BROADCOM INC BROADCOM INC3.6K shares24.93%2026-06-302026-07-08

MUNI PIMCO ETF TR24.5K shares0.51%2026-06-302026-07-08

ISHARES TR ISHARES TR12.7K shares0.46%2026-06-302026-07-08

ALLW SSGA ACTIVE TR40.3K sharesnew addition2026-06-302026-07-08

GOOGL ALPHABET INC3.3K shares12.71%2026-06-302026-07-08

Sponsored

VTEB VANGUARD MUN BD FDS20.2K shares-6.70%2026-06-302026-07-08

FBTC FIDELITY WISE ORIGIN BITCOIN19.4K shares0.00%2026-06-302026-07-08

CGMU CAPITAL GRP FIXED INCM ETF T32.8K shares-31.96%2026-06-302026-07-08

IVVM BLACKROCK ETF TRUST II24.4K shares21.39%2026-06-302026-07-08

MUNY VANGUARD NY TAX FREE FDS8.5K shares0.80%2026-06-302026-07-08

LONZ PIMCO ETF TR17.1K sharesnew addition2026-06-302026-07-08

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2026-06-302026-07-08

QQQ INVESCO QQQ TR1.0K shares-0.10%2026-06-302026-07-08

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares20.59%2026-06-302026-07-08

SMLF ISHARES TR8.1K shares-3.51%2026-06-302026-07-08

VHT VANGUARD WORLD FD2.4K shares0.00%2026-06-302026-07-08

META PLATFORMS INC META PLATFORMS INC1.2K shares-6.23%2026-06-302026-07-08

CAT CATERPILLAR INC642 shares11.07%2026-06-302026-07-08

VIG VANGUARD SPECIALIZED FUNDS2.9K shares1.53%2026-06-302026-07-08

WDC WESTERN DIGITAL CORP1.0K shares-11.22%2026-06-302026-07-08

RING ISHARES INC9.7K shares-4.91%2026-06-302026-07-08

Sponsored

IUSB ISHARES TR13.5K shares16.72%2026-06-302026-07-08

FIX COMFORT SYS USA INC308 shares19.38%2026-06-302026-07-08

ACWV ISHARES INC5.0K shares-3.22%2026-06-302026-07-08

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T788 shares3.82%2026-06-302026-07-08

GEV GE VERNOVA INC500 shares7.99%2026-06-302026-07-08

LLY ELI LILLY & CO482 shares3.66%2026-06-302026-07-08

NBIS NEBIUS GROUP N.V.2.0K sharesnew addition2026-06-302026-07-08

VEA VANGUARD TAX-MANAGED FDS7.8K shares0.20%2026-06-302026-07-08

Sponsored

TSLA TESLA INC1.3K shares45.67%2026-06-302026-07-08

SNDK SANDISK CORP233 sharesnew addition2026-06-302026-07-08

CNC CENTENE CORP DEL8.2K shares7.30%2026-06-302026-07-08

USMV ISHARES TR5.4K sharesnew addition2026-06-302026-07-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL534 sharesnew addition2026-06-302026-07-08

SGOV ISHARES TR5.1K shares-39.70%2026-06-302026-07-08

MUB ISHARES TR4.7K shares0.49%2026-06-302026-07-08

CVX CHEVRON CORPORATION3.0K shares51.25%2026-06-302026-07-08

Sponsored

WMT WALMART INC4.4K shares-34.04%2026-06-302026-07-08

HTAB HARTFORD FDS EXCHANGE TRADED25.4K shares-2.52%2026-06-302026-07-08

GLD SPDR GOLD TR1.3K shares0.00%2026-06-302026-07-08

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION504 shares18.03%2026-06-302026-07-08

SPYG SPDR SERIES TRUST4.0K shares4.74%2026-06-302026-07-08

INTU INTUIT1.8K shares0.67%2026-06-302026-07-08

EXXON MOBIL CORP EXXON MOBIL CORP3.4K shares-22.43%2026-06-302026-07-08

ABNB AIRBNB INC3.2K shares24.66%2026-06-302026-07-08

Sponsored

VWOB VANGUARD WHITEHALL FDS6.7K shares-6.55%2026-06-302026-07-08

GE GE AEROSPACE1.2K shares22.80%2026-06-302026-07-08

FTNT FORTINET INC2.9K shares-8.37%2026-06-302026-07-08

QUAL ISHARES TR1.9K shares0.16%2026-06-302026-07-08

BLK BLACKROCK INC430 shares26.10%2026-06-302026-07-08

COF CAPITAL ONE FINL CORP2.0K sharesnew addition2026-06-302026-07-08

TER TERADYNE INC827 shares2.99%2026-06-302026-07-08

EEM ISHARES TR5.7K sharesnew addition2026-06-302026-07-08

Sponsored

VRT VERTIV HOLDINGS CO1.1K shares37.08%2026-06-302026-07-08

VANECK ETF TRUST VANECK ETF TRUST4.9K shares3.19%2026-06-302026-07-08

PCG PG&E CORP22.0K shares-2.06%2026-06-302026-07-08

SCHP SCHWAB STRATEGIC TR13.9K shares-23.02%2026-06-302026-07-08

ASML ASML HLDG NV174 shares4.82%2026-06-302026-07-08

JBHT HUNT J B TRANS SVCS INC1.2K shares20.08%2026-06-302026-07-08

BALI BLACKROCK ETF TRUST10.0K sharesnew addition2026-06-302026-07-08

MOH MOLINA HEALTHCARE INC1.5K sharesnew addition2026-06-302026-07-08

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL675 shares7.83%2026-06-302026-07-08

JEPI J P MORGAN EXCHANGE TRADED F5.9K sharesnew addition2026-06-302026-07-08

BAC BANK OF AMER CORP5.8K sharesnew addition2026-06-302026-07-08

EME EMCOR GROUP INC391 shares3.44%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO5.6K shares-17.67%2026-06-302026-07-08

VIK VIKING HOLDINGS LTD3.0K sharesnew addition2026-06-302026-07-08

EIX EDISON INTL4.1K shares3.39%2026-06-302026-07-08

NSC NORFOLK SOUTHN CORP952 shares26.76%2026-06-302026-07-08

Sponsored

PNC PNC FINL SVCS GROUP INC1.2K shares21.83%2026-06-302026-07-08

AON AON PLC890 sharesnew addition2026-06-302026-07-08

TMUS T-MOBILE US INC1.8K sharesnew addition2026-06-302026-07-08

VOOG VANGUARD ADMIRAL FDS INC3.5K shares529.42%2026-06-302026-07-08

CHUBB LIMITED CHUBB LIMITED842 shares11.38%2026-06-302026-07-08

IAU ISHARES GOLD TR3.8K shares8.08%2026-06-302026-07-08

PM PHILIP MORRIS INTL INC1.6K shares2.56%2026-06-302026-07-08

PG PROCTER & GAMBLE CO1.9K shares-21.35%2026-06-302026-07-08

Sponsored

APPLIED MATLS INC APPLIED MATLS INC380 sharesnew addition2026-06-302026-07-08

WCN WASTE CONNECTIONS INC1.6K sharesnew addition2026-06-302026-07-08

TJX TJX COS INC NEW1.8K shares4.54%2026-06-302026-07-08

VB VANGUARD INDEX FDS893 shares0.00%2026-06-302026-07-08

SNOWFLAKE INC SNOWFLAKE INC1.1K sharesnew addition2026-06-302026-07-08

PSX PHILLIPS 661.6K shares34.86%2026-06-302026-07-08

ES EVERSOURCE ENERGY3.7K sharesnew addition2026-06-302026-07-08

IDVO AMPLIFY ETF TR6.3K sharesnew addition2026-06-302026-07-08

Sponsored

C CITIGROUP INC1.9K sharesnew addition2026-06-302026-07-08

JNJ JOHNSON & JOHNSON1.0K shares-36.83%2026-06-302026-07-08

TSM TAIWAN SEMICONDUCTOR MANUFAC550 sharesnew addition2026-06-302026-07-08

SPLB SPDR SERIES TRUST11.7K shares-2.42%2026-06-302026-07-08

ZIM ZIM INTEGRATED SHIPPING SERV10.0K sharesnew addition2026-06-302026-07-08

NETFLIX INC. NETFLIX INC.3.6K shares62.10%2026-06-302026-07-08

GD GENERAL DYNAMICS CORP723 shares-15.04%2026-06-302026-07-08

MAA MID-AMER APT CMNTYS INC1.8K sharesnew addition2026-06-302026-07-08

Sponsored

FTI TECHNIPFMC PLC3.8K shares0.72%2026-06-302026-07-08

VPLS VANGUARD MALVERN FDS3.2K shares1.04%2026-06-302026-07-08

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.9K shares17.79%2026-06-302026-07-08

UAL UNITED AIRLS HLDGS INC1.8K sharesnew addition2026-06-302026-07-08

CMI CUMMINS INC337 sharesnew addition2026-06-302026-07-08

LMT LOCKHEED MARTIN CORP464 shares-8.30%2026-06-302026-07-08

SHOP SHOPIFY INC2.1K sharesnew addition2026-06-302026-07-08

CRS CARPENTER TECHNOLOGY CORP381 sharesnew addition2026-06-302026-07-08

Sponsored

COP CONOCOPHILLIPS2.3K shares-9.47%2026-06-302026-07-08

NYF ISHARES TR4.3K shares-25.03%2026-06-302026-07-08

VRSN VERISIGN INC922 sharesnew addition2026-06-302026-07-08

JBBB JANUS DETROIT STR TR4.8K shares-13.37%2026-06-302026-07-08

ESGD ISHARES TR2.2K shares0.00%2026-06-302026-07-08

MHK MOHAWK INDS INC1.9K sharesnew addition2026-06-302026-07-08

DHR DANAHER CORP DEL1.2K sharesnew addition2026-06-302026-07-08

EOG EOG RES INC1.7K sharesnew addition2026-06-302026-07-08

Sponsored

ISHARES TR ISHARES TR2.3K shares0.80%2026-06-302026-07-08

DKNG DRAFTKINGS INC NEW8.6K sharesnew addition2026-06-302026-07-08

LUMENTUM HLDGS INC LUMENTUM HLDGS INC250 sharesnew addition2026-06-302026-07-08

MLPA GLOBAL X FDS4.0K sharesnew addition2026-06-302026-07-08

GIS GENERAL MILLS INC6.2K sharesnew addition2026-06-302026-07-08

TTWO TAKE-TWO INTERACTIVE SOFTWAR856 sharesnew addition2026-06-302026-07-08

SMH VANECK ETF TRUST325 sharesnew addition2026-06-302026-07-08

AVUV AMERICAN CENTY ETF TR1.7K sharesnew addition2026-06-302026-07-08

Sponsored

GM GENERAL MTRS CO2.7K sharesnew addition2026-06-302026-07-08

HPE HEWLETT PACKARD ENTERPRISE C4.6K sharesnew addition2026-06-302026-07-08

VO VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-08

ORACLE CORP ORACLE CORP1.4K sharesnew addition2026-06-302026-07-08

ABT ABBOTT LABORATORIES2.3K sharesnew addition2026-06-302026-07-08

ROST ROSS STORES INC960 sharesnew addition2026-06-302026-07-08

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2026-06-302026-07-08

VISA INC VISA INC589 sharesnew addition2026-06-302026-07-08

Sponsored

SNPS SYNOPSYS INC452 sharesnew addition2026-06-302026-07-08

BANCO SANTANDER SA BANCO SANTANDER SA10.3K shares-7.77%2026-06-302026-07-08

MFG MIZUHO FINANCIAL GROUP INC11.2K sharesnew addition2026-06-302026-07-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

13.32%

Shares536.9K

Event2026-06-30

Filed2026-07-08

LRGF

ISHARES TR

18.18%

Shares295.9K

Event2026-06-30

Filed2026-07-08

DGRO

ISHARES TR

10.69%

Shares232.6K

Event2026-06-30

Filed2026-07-08

FEGE

RBB FUND TRUST

19.22%

Shares338.5K

Event2026-06-30

Filed2026-07-08

VUG

VANGUARD INDEX FDS

467.86%

Shares124.7K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

-12.75%

Shares117.5K

Event2026-06-30

Filed2026-07-08

PYLD

PIMCO ETF TR

1.12%

Shares267.9K

Event2026-06-30

Filed2026-07-08

BOXX

EA SERIES TRUST

14.67%

Shares54.1K

Event2026-06-30

Filed2026-07-08

JPIE

J P MORGAN EXCHANGE TRADED F

-6.43%

Shares118.5K

Event2026-06-30

Filed2026-07-08

EMGF

ISHARES INC

9.54%

Shares69.8K

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

10.67%

Shares17.2K

Event2026-06-30

Filed2026-07-08

CGMS

CAPITAL GRP FIXED INCM ETF T

-0.38%

Shares157.8K

Event2026-06-30

Filed2026-07-08

VIGI

VANGUARD WHITEHALL FDS

17.91%

Shares31.7K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.10%

Shares7.7K

Event2026-06-30

Filed2026-07-08

NVDA

NVIDIA CORPORATION

41.36%

Shares13.9K

Event2026-06-30

Filed2026-07-08

IGRO

ISHARES TR

20.82%

Shares28.9K

Event2026-06-30

Filed2026-07-08

AMZN

AMAZON COM INC

38.64%

Shares10.0K

Event2026-06-30

Filed2026-07-08

XLRE

SELECT SECTOR SPDR TR

33.14%

Shares51.0K

Event2026-06-30

Filed2026-07-08

GOOG

ALPHABET INC

5.36%

Shares6.3K

Event2026-06-30

Filed2026-07-08

WORLD GOLD TR

9.24%

Shares27.3K

Event2026-06-30

Filed2026-07-08

FLIN

FRANKLIN TEMPLETON ETF TR

21.76%

Shares57.4K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

-0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-08

MSFT

MICROSOFT CORP

23.13%

Shares4.6K

Event2026-06-30

Filed2026-07-08

MICRON TECHNOLOGY INC

-2.51%

Shares1.4K

Event2026-06-30

Filed2026-07-08

VCLT

VANGUARD SCOTTSDALE FDS

-3.40%

Shares21.0K

Event2026-06-30

Filed2026-07-08

CGDG

CAPITAL GROUP DIVIDEND GROWE

-6.45%

Shares40.8K

Event2026-06-30

Filed2026-07-08

GLOF

ISHARES TR

-4.29%

Shares24.3K

Event2026-06-30

Filed2026-07-08

BROADCOM INC

24.93%

Shares3.6K

Event2026-06-30

Filed2026-07-08

MUNI

PIMCO ETF TR

0.51%

Shares24.5K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.46%

Shares12.7K

Event2026-06-30

Filed2026-07-08

ALLW

SSGA ACTIVE TR

New

Shares40.3K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

12.71%

Shares3.3K

Event2026-06-30

Filed2026-07-08

VTEB

VANGUARD MUN BD FDS

-6.70%

Shares20.2K

Event2026-06-30

Filed2026-07-08

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-08

CGMU

CAPITAL GRP FIXED INCM ETF T

-31.96%

Shares32.8K

Event2026-06-30

Filed2026-07-08

IVVM

BLACKROCK ETF TRUST II

21.39%

Shares24.4K

Event2026-06-30

Filed2026-07-08

MUNY

VANGUARD NY TAX FREE FDS

0.80%

Shares8.5K

Event2026-06-30

Filed2026-07-08

LONZ

PIMCO ETF TR

New

Shares17.1K

Event2026-06-30

Filed2026-07-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-08

JPMORGAN CHASE & CO

20.59%

Shares2.2K

Event2026-06-30

Filed2026-07-08

SMLF

ISHARES TR

-3.51%

Shares8.1K

Event2026-06-30

Filed2026-07-08

VHT

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-08

META PLATFORMS INC

-6.23%

Shares1.2K

Event2026-06-30

Filed2026-07-08

CAT

CATERPILLAR INC

11.07%

Shares642

Event2026-06-30

Filed2026-07-08

VIG

VANGUARD SPECIALIZED FUNDS

1.53%

Shares2.9K

Event2026-06-30

Filed2026-07-08

WDC

WESTERN DIGITAL CORP

-11.22%

Shares1.0K

Event2026-06-30

Filed2026-07-08

RING

ISHARES INC

-4.91%

Shares9.7K

Event2026-06-30

Filed2026-07-08

IUSB

ISHARES TR

16.72%

Shares13.5K

Event2026-06-30

Filed2026-07-08

FIX

COMFORT SYS USA INC

19.38%

Shares308

Event2026-06-30

Filed2026-07-08

ACWV

ISHARES INC

-3.22%

Shares5.0K

Event2026-06-30

Filed2026-07-08

STATE STR SPDR S&P 500 ETF T

3.82%

Shares788

Event2026-06-30

Filed2026-07-08

GEV

GE VERNOVA INC

7.99%

Shares500

Event2026-06-30

Filed2026-07-08

LLY

ELI LILLY & CO

3.66%

Shares482

Event2026-06-30

Filed2026-07-08

NBIS

NEBIUS GROUP N.V.

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

VEA

VANGUARD TAX-MANAGED FDS

0.20%

Shares7.8K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

45.67%

Shares1.3K

Event2026-06-30

Filed2026-07-08

SNDK

SANDISK CORP

New

Shares233

Event2026-06-30

Filed2026-07-08

CNC

CENTENE CORP DEL

7.30%

Shares8.2K

Event2026-06-30

Filed2026-07-08

USMV

ISHARES TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-08

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares534

Event2026-06-30

Filed2026-07-08

SGOV

ISHARES TR

-39.70%

Shares5.1K

Event2026-06-30

Filed2026-07-08

MUB

ISHARES TR

0.49%

Shares4.7K

Event2026-06-30

Filed2026-07-08

CVX

CHEVRON CORPORATION

51.25%

Shares3.0K

Event2026-06-30

Filed2026-07-08

WMT

WALMART INC

-34.04%

Shares4.4K

Event2026-06-30

Filed2026-07-08

HTAB

HARTFORD FDS EXCHANGE TRADED

-2.52%

Shares25.4K

Event2026-06-30

Filed2026-07-08

GLD

SPDR GOLD TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-08

COSTCO WHOLESALE CORPORATION

18.03%

Shares504

Event2026-06-30

Filed2026-07-08

SPYG

SPDR SERIES TRUST

4.74%

Shares4.0K

Event2026-06-30

Filed2026-07-08

INTU

INTUIT

0.67%

Shares1.8K

Event2026-06-30

Filed2026-07-08

EXXON MOBIL CORP

-22.43%

Shares3.4K

Event2026-06-30

Filed2026-07-08

ABNB

AIRBNB INC

24.66%

Shares3.2K

Event2026-06-30

Filed2026-07-08

VWOB

VANGUARD WHITEHALL FDS

-6.55%

Shares6.7K

Event2026-06-30

Filed2026-07-08

GE AEROSPACE

22.80%

Shares1.2K

Event2026-06-30

Filed2026-07-08

FTNT

FORTINET INC

-8.37%

Shares2.9K

Event2026-06-30

Filed2026-07-08

QUAL

ISHARES TR

0.16%

Shares1.9K

Event2026-06-30

Filed2026-07-08

BLK

BLACKROCK INC

26.10%

Shares430

Event2026-06-30

Filed2026-07-08

COF

CAPITAL ONE FINL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-08

TER

TERADYNE INC

2.99%

Shares827

Event2026-06-30

Filed2026-07-08

EEM

ISHARES TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-08

VRT

VERTIV HOLDINGS CO

37.08%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VANECK ETF TRUST

3.19%

Shares4.9K

Event2026-06-30

Filed2026-07-08

PCG

PG&E CORP

-2.06%

Shares22.0K

Event2026-06-30

Filed2026-07-08

SCHP

SCHWAB STRATEGIC TR

-23.02%

Shares13.9K

Event2026-06-30

Filed2026-07-08

ASML

ASML HLDG NV

4.82%

Shares174

Event2026-06-30

Filed2026-07-08

JBHT

HUNT J B TRANS SVCS INC

20.08%

Shares1.2K

Event2026-06-30

Filed2026-07-08

BALI

BLACKROCK ETF TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-07-08

MOH

MOLINA HEALTHCARE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-08

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.83%

Shares675

Event2026-06-30

Filed2026-07-08

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares5.9K

Event2026-06-30

Filed2026-07-08

BAC

BANK OF AMER CORP

New

Shares5.8K

Event2026-06-30

Filed2026-07-08

EME

EMCOR GROUP INC

3.44%

Shares391

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

-17.67%

Shares5.6K

Event2026-06-30

Filed2026-07-08

VIK

VIKING HOLDINGS LTD

New

Shares3.0K

Event2026-06-30

Filed2026-07-08

EIX

EDISON INTL

3.39%

Shares4.1K

Event2026-06-30

Filed2026-07-08

NSC

NORFOLK SOUTHN CORP

26.76%

Shares952

Event2026-06-30

Filed2026-07-08

PNC

PNC FINL SVCS GROUP INC

21.83%

Shares1.2K

Event2026-06-30

Filed2026-07-08

AON

AON PLC

New

Shares890

Event2026-06-30

Filed2026-07-08

TMUS

T-MOBILE US INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-08

VOOG

VANGUARD ADMIRAL FDS INC

529.42%

Shares3.5K

Event2026-06-30

Filed2026-07-08

CHUBB LIMITED

11.38%

Shares842

Event2026-06-30

Filed2026-07-08

IAU

ISHARES GOLD TR

8.08%

Shares3.8K

Event2026-06-30

Filed2026-07-08

PHILIP MORRIS INTL INC

2.56%

Shares1.6K

Event2026-06-30

Filed2026-07-08

PROCTER & GAMBLE CO

-21.35%

Shares1.9K

Event2026-06-30

Filed2026-07-08

APPLIED MATLS INC

New

Shares380

Event2026-06-30

Filed2026-07-08

WCN

WASTE CONNECTIONS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-08

TJX

TJX COS INC NEW

4.54%

Shares1.8K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

0.00%

Shares893

Event2026-06-30

Filed2026-07-08

SNOWFLAKE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-08

PSX

PHILLIPS 66

34.86%

Shares1.6K

Event2026-06-30

Filed2026-07-08

EVERSOURCE ENERGY

New

Shares3.7K

Event2026-06-30

Filed2026-07-08

IDVO

AMPLIFY ETF TR

New

Shares6.3K

Event2026-06-30

Filed2026-07-08

CITIGROUP INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

JNJ

JOHNSON & JOHNSON

-36.83%

Shares1.0K

Event2026-06-30

Filed2026-07-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares550

Event2026-06-30

Filed2026-07-08

SPLB

SPDR SERIES TRUST

-2.42%

Shares11.7K

Event2026-06-30

Filed2026-07-08

ZIM

ZIM INTEGRATED SHIPPING SERV

New

Shares10.0K

Event2026-06-30

Filed2026-07-08

NETFLIX INC.

62.10%

Shares3.6K

Event2026-06-30

Filed2026-07-08

GENERAL DYNAMICS CORP

-15.04%

Shares723

Event2026-06-30

Filed2026-07-08

MAA

MID-AMER APT CMNTYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-08

FTI

TECHNIPFMC PLC

0.72%

Shares3.8K

Event2026-06-30

Filed2026-07-08

VPLS

VANGUARD MALVERN FDS

1.04%

Shares3.2K

Event2026-06-30

Filed2026-07-08

FREEPORT MCMORAN INC

17.79%

Shares3.9K

Event2026-06-30

Filed2026-07-08

UAL

UNITED AIRLS HLDGS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-08

CMI

CUMMINS INC

New

Shares337

Event2026-06-30

Filed2026-07-08

LMT

LOCKHEED MARTIN CORP

-8.30%

Shares464

Event2026-06-30

Filed2026-07-08

SHOP

SHOPIFY INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-08

CRS

CARPENTER TECHNOLOGY CORP

New

Shares381

Event2026-06-30

Filed2026-07-08

COP

CONOCOPHILLIPS

-9.47%

Shares2.3K

Event2026-06-30

Filed2026-07-08

NYF

ISHARES TR

-25.03%

Shares4.3K

Event2026-06-30

Filed2026-07-08

VRSN

VERISIGN INC

New

Shares922

Event2026-06-30

Filed2026-07-08

JBBB

JANUS DETROIT STR TR

-13.37%

Shares4.8K

Event2026-06-30

Filed2026-07-08

ESGD

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-08

MHK

MOHAWK INDS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-08

DHR

DANAHER CORP DEL

New

Shares1.2K

Event2026-06-30

Filed2026-07-08

EOG

EOG RES INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

ISHARES TR

0.80%

Shares2.3K

Event2026-06-30

Filed2026-07-08

DKNG

DRAFTKINGS INC NEW

New

Shares8.6K

Event2026-06-30

Filed2026-07-08

LUMENTUM HLDGS INC

New

Shares250

Event2026-06-30

Filed2026-07-08

MLPA

GLOBAL X FDS

New

Shares4.0K

Event2026-06-30

Filed2026-07-08

GIS

GENERAL MILLS INC

New

Shares6.2K

Event2026-06-30

Filed2026-07-08

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares856

Event2026-06-30

Filed2026-07-08

SMH

VANECK ETF TRUST

New

Shares325

Event2026-06-30

Filed2026-07-08

AVUV

AMERICAN CENTY ETF TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-08

GENERAL MTRS CO

New

Shares2.7K

Event2026-06-30

Filed2026-07-08

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares4.6K

Event2026-06-30

Filed2026-07-08

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-08

ORACLE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-08

ABT

ABBOTT LABORATORIES

New

Shares2.3K

Event2026-06-30

Filed2026-07-08

ROST

ROSS STORES INC

New

Shares960

Event2026-06-30

Filed2026-07-08

J P MORGAN EXCHANGE TRADED F

New

Shares3.3K

Event2026-06-30

Filed2026-07-08

VISA INC

New

Shares589

Event2026-06-30

Filed2026-07-08

SNPS

SYNOPSYS INC

New

Shares452

Event2026-06-30

Filed2026-07-08

BANCO SANTANDER SA

-7.77%

Shares10.3K

Event2026-06-30

Filed2026-07-08

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares11.2K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available