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The Analysis of LODESTAR PRIVATE ASSET MANAGEMENT LLC's Holdings & P&L

Currently, LODESTAR PRIVATE ASSET MANAGEMENT LLC holds 232 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VTV (+18.7K shares, valued at $4.1M), VUG (+46.8K shares, valued at $4.0M), IXUS (+36.6K shares, valued at $3.5M); decreased their positions in INTC (-18.3K shares, valued at $2.6M), SCHD (-58.6K shares, valued at $1.9M), XSOE (-27.1K shares, valued at $1.3M); initiated new positions in MU (+597 shares, valued at $689.1K), DSI (+1.6K shares, valued at $222.1K), PM (+1.2K shares, valued at $212.4K).

1M P&L

-7.4M-0.77%

3M P&L

-4.2M-0.44%

HY P&L

+46.5M+5.15%

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/A859.3M

89.4%

2Consumer Electronics40.8M

4.2%

3Semiconductors10.9M

1.1%

Top Industries by Stock Count

1N/A156 stocks

75.4%

2Semiconductors5 stocks

2.4%

3Drug Manufacturers - General5 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR137.1K shares1.92%2026-06-302026-07-28

QQQ INVESCO QQQ TR64.5K shares-1.54%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II150.7K shares0.55%2026-06-302026-07-28

AAPL APPLE INC141.0K shares-1.44%2026-06-302026-07-28

VTV VANGUARD INDEX FDS185.2K shares11.21%2026-06-302026-07-28

IXUS ISHARES TR409.9K shares9.81%2026-06-302026-07-28

CWI SPDR INDEX SHS FDS895.5K shares4.50%2026-06-302026-07-28

SPAB SPDR SERIES TRUST1.4M shares6.74%2026-06-302026-07-28

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BIV VANGUARD BD INDEX FDS387.8K shares7.86%2026-06-302026-07-28

JPIE J P MORGAN EXCHANGE TRADED F642.3K shares6.78%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS75.8K shares3.88%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS117.9K shares-1.08%2026-06-302026-07-28

IJR ISHARES TR170.4K shares5.84%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T28.7K shares0.20%2026-06-302026-07-28

IBND SPDR SERIES TRUST672.0K shares8.01%2026-06-302026-07-28

IJH ISHARES TR264.1K shares0.56%2026-06-302026-07-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F317.7K shares11.48%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR584.5K shares-9.11%2026-06-302026-07-28

SCHM SCHWAB STRATEGIC TR494.9K shares4.81%2026-06-302026-07-28

VOO VANGUARD INDEX FDS26.4K shares-0.49%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS244.9K shares3.53%2026-06-302026-07-28

IUSB ISHARES TR354.7K shares11.83%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR562.8K shares-2.64%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR550.8K shares0.75%2026-06-302026-07-28

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XLK SELECT SECTOR SPDR TR83.5K shares-2.49%2026-06-302026-07-28

IWM ISHARES TR51.4K shares-2.46%2026-06-302026-07-28

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS113.4K shares4.40%2026-06-302026-07-28

DBEF DBX ETF TR226.8K shares-0.47%2026-06-302026-07-28

AMZN AMAZON COM INC45.4K shares-0.34%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F126.7K shares-1.18%2026-06-302026-07-28

IWR ISHARES TR93.0K shares-0.32%2026-06-302026-07-28

EFA ISHARES TR95.3K shares2.57%2026-06-302026-07-28

Sponsored

SCHF SCHWAB STRATEGIC TR355.2K shares-2.97%2026-06-302026-07-28

AOR ISHARES TR138.3K shares9.51%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS191.1K shares3.17%2026-06-302026-07-28

XSOE WISDOMTREE TR178.1K shares-13.21%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 4011.6K shares2.17%2026-06-302026-07-28

EFG ISHARES TR65.3K shares-4.43%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR211.6K shares-0.21%2026-06-302026-07-28

DGRW WISDOMTREE TR78.7K shares-3.50%2026-06-302026-07-28

Sponsored

AOM ISHARES TR145.3K shares-2.94%2026-06-302026-07-28

JCPB J P MORGAN EXCHANGE TRADED F151.3K shares-1.35%2026-06-302026-07-28

IAGG ISHARES TR140.3K shares2.93%2026-06-302026-07-28

WORLD GOLD TR WORLD GOLD TR87.1K shares-0.81%2026-06-302026-07-28

VV VANGUARD INDEX FDS19.8K shares-2.00%2026-06-302026-07-28

TIP ISHARES TR60.0K shares8.46%2026-06-302026-07-28

HYG ISHARES TR69.9K shares8.79%2026-06-302026-07-28

IWB ISHARES TR13.6K shares-1.18%2026-06-302026-07-28

Sponsored

ISHARES TR ISHARES TR55.0K shares11.85%2026-06-302026-07-28

IGSB ISHARES TR94.2K shares3.36%2026-06-302026-07-28

VUG VANGUARD INDEX FDS57.0K shares459.19%2026-06-302026-07-28

GLD SPDR GOLD TR12.8K shares-4.41%2026-06-302026-07-28

NVDA NVIDIA CORPORATION21.8K shares-1.94%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL8.6K shares-3.96%2026-06-302026-07-28

IEMG ISHARES INC49.8K shares4.90%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS41.2K shares4.77%2026-06-302026-07-28

Sponsored

GOOGL ALPHABET INC10.9K shares-1.64%2026-06-302026-07-28

FNDX SCHWAB STRATEGIC TR121.7K shares-2.52%2026-06-302026-07-28

VGT VANGUARD WORLD FD28.9K shares533.82%2026-06-302026-07-28

GOOG ALPHABET INC9.7K shares3.77%2026-06-302026-07-28

SCHP SCHWAB STRATEGIC TR129.5K shares3.56%2026-06-302026-07-28

CMF ISHARES TR58.0K shares6.44%2026-06-302026-07-28

MSFT MICROSOFT CORP8.9K shares-5.59%2026-06-302026-07-28

VO VANGUARD INDEX FDS37.7K shares318.86%2026-06-302026-07-28

Sponsored

INTC INTEL CORP21.3K shares-46.30%2026-06-302026-07-28

SCHO SCHWAB STRATEGIC TR122.7K shares0.66%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS30.7K shares-0.76%2026-06-302026-07-28

SCHE SCHWAB STRATEGIC TR78.6K shares1.46%2026-06-302026-07-28

CGDV CAPITAL GROUP DIVIDEND VALUE55.4K shares-2.99%2026-06-302026-07-28

VTIP VANGUARD MALVERN FDS52.7K shares2.62%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.8K shares31.22%2026-06-302026-07-28

FREL FIDELITY COVINGTON TRUST87.0K shares6.53%2026-06-302026-07-28

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.6K shares0.00%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS15.2K shares-14.29%2026-06-302026-07-28

PWZ INVESCO EXCH TRADED FD TR II89.5K shares14.80%2026-06-302026-07-28

AOA ISHARES TR22.0K shares-7.03%2026-06-302026-07-28

ITA ISHARES TR8.8K shares-9.73%2026-06-302026-07-28

USMV ISHARES TR22.0K shares-8.57%2026-06-302026-07-28

LRCX LAM RESEARCH CORP4.6K shares-4.16%2026-06-302026-07-28

VB VANGUARD INDEX FDS6.5K shares6.94%2026-06-302026-07-28

Sponsored

SCHG SCHWAB STRATEGIC TR55.8K shares-1.89%2026-06-302026-07-28

MDYV SPDR SERIES TRUST19.8K shares-10.47%2026-06-302026-07-28

CEF SPROTT ASSET MANAGEMENT LP46.4K shares-11.60%2026-06-302026-07-28

SCHZ SCHWAB STRATEGIC TR76.2K shares5.80%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.8K shares-0.89%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC2.6K shares2.13%2026-06-302026-07-28

XLV SELECT SECTOR SPDR TR9.6K shares47.09%2026-06-302026-07-28

SHY ISHARES TR18.1K shares-2.95%2026-06-302026-07-28

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP10.5K shares-1.82%2026-06-302026-07-28

SDY SPDR SERIES TRUST9.2K shares-0.69%2026-06-302026-07-28

SMH VANECK ETF TRUST2.1K shares2.92%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares0.35%2026-06-302026-07-28

SOXX ISHARES TR2.1K shares4.99%2026-06-302026-07-28

MBB ISHARES TR13.8K shares-5.54%2026-06-302026-07-28

NBIS NEBIUS GROUP N.V.4.7K shares-4.13%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR36.8K shares14.29%2026-06-302026-07-28

Sponsored

SPEM SPDR INDEX SHS FDS24.6K shares43.82%2026-06-302026-07-28

HD HOME DEPOT INC3.5K shares-5.20%2026-06-302026-07-28

IVE ISHARES TR5.3K shares-1.96%2026-06-302026-07-28

VSGX VANGUARD WORLD FD14.7K shares2.64%2026-06-302026-07-28

CVX CHEVRON CORPORATION7.3K shares53.71%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC2.1K shares-1.84%2026-06-302026-07-28

DFCA DIMENSIONAL ETF TRUST22.1K shares-3.09%2026-06-302026-07-28

PRF INVESCO EXCHANGE TRADED FD T20.4K shares-3.51%2026-06-302026-07-28

Sponsored

HEFA ISHARES TR23.3K shares12.94%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC9.2K shares-2.60%2026-06-302026-07-28

SPLV INVESCO EXCH TRADED FD TR II14.2K shares-0.37%2026-06-302026-07-28

LLY ELI LILLY & CO881 shares-7.85%2026-06-302026-07-28

ABBVIE INC ABBVIE INC4.2K shares-5.79%2026-06-302026-07-28

JSCP J P MORGAN EXCHANGE TRADED F22.4K shares-0.56%2026-06-302026-07-28

WMT WALMART INC9.3K shares-2.94%2026-06-302026-07-28

PFF ISHARES TR34.3K shares1.71%2026-06-302026-07-28

Sponsored

ESGV VANGUARD WORLD FD7.9K shares8.54%2026-06-302026-07-28

PEP PEPSICO INC7.7K shares-0.20%2026-06-302026-07-28

WFC WELLS FARGO & CO12.4K shares-9.73%2026-06-302026-07-28

CAT CATERPILLAR INC958 shares-6.35%2026-06-302026-07-28

EEM ISHARES TR14.6K shares-0.76%2026-06-302026-07-28

CLSE TRUST FOR PROFESSIONAL MANAG29.0K shares11.88%2026-06-302026-07-28

SLYV SPDR SERIES TRUST9.0K shares-17.68%2026-06-302026-07-28

IGV ISHARES TR10.4K shares2.64%2026-06-302026-07-28

Sponsored

DIA STATE STR SPDR DOW JONES IND1.8K shares-2.25%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON3.7K shares0.22%2026-06-302026-07-28

SCHY SCHWAB STRATEGIC TR28.0K shares0.11%2026-06-302026-07-28

TSLA TESLA INC2.1K shares12.05%2026-06-302026-07-28

MUB ISHARES TR7.9K shares-6.63%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.20%2026-06-302026-07-28

ISHARES TR ISHARES TR8.3K shares-0.70%2026-06-302026-07-28

GLW CORNING INC3.2K shares-0.09%2026-06-302026-07-28

Sponsored

UCTT ULTRA CLEAN HLDGS INC5.7K shares-3.39%2026-06-302026-07-28

ESGU ISHARES TR5.0K shares-2.90%2026-06-302026-07-28

VISA INC VISA INC2.3K shares0.22%2026-06-302026-07-28

DVY ISHARES TR5.0K shares-0.98%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR14.6K shares11.26%2026-06-302026-07-28

GEV GE VERNOVA INC647 shares0.00%2026-06-302026-07-28

IWF ISHARES TR6.0K shares262.48%2026-06-302026-07-28

JNK SPDR SERIES TRUST7.6K shares0.73%2026-06-302026-07-28

Sponsored

FNDA SCHWAB STRATEGIC TR18.9K shares-1.50%2026-06-302026-07-28

IJJ ISHARES TR4.8K shares-6.55%2026-06-302026-07-28

ORACLE CORP ORACLE CORP4.8K shares3.32%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC2.1K shares-4.61%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC597 sharesnew addition2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR12.8K shares8.88%2026-06-302026-07-28

STIP ISHARES TR6.6K shares1.61%2026-06-302026-07-28

VXUS VANGUARD STAR FDS7.7K shares7.96%2026-06-302026-07-28

Sponsored

BND VANGUARD BD INDEX FDS8.6K shares8.68%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC821 shares0.61%2026-06-302026-07-28

SCHH SCHWAB STRATEGIC TR26.4K shares-4.30%2026-06-302026-07-28

VTEB VANGUARD MUN BD FDS12.3K shares1.32%2026-06-302026-07-28

BROADCOM INC BROADCOM INC1.6K shares4.30%2026-06-302026-07-28

DE DEERE & CO965 shares0.00%2026-06-302026-07-28

JPST J P MORGAN EXCHANGE TRADED F11.5K shares-19.75%2026-06-302026-07-28

JMUB J P MORGAN EXCHANGE TRADED F10.8K shares-7.46%2026-06-302026-07-28

Sponsored

TLT ISHARES TR6.2K shares-12.49%2026-06-302026-07-28

ITOT ISHARES TR3.2K shares-4.80%2026-06-302026-07-28

MCD MCDONALDS CORP2.0K shares-3.22%2026-06-302026-07-28

IWD ISHARES TR2.1K shares-8.53%2026-06-302026-07-28

PG PROCTER & GAMBLE CO3.5K shares-15.30%2026-06-302026-07-28

VOE VANGUARD INDEX FDS2.6K shares-2.07%2026-06-302026-07-28

JPIN J P MORGAN EXCHANGE TRADED F7.0K shares-5.13%2026-06-302026-07-28

VBR VANGUARD INDEX FDS2.1K shares3.71%2026-06-302026-07-28

Sponsored

HDV ISHARES TR18.2K shares403.10%2026-06-302026-07-28

CRM SALESFORCE INC3.2K shares-11.91%2026-06-302026-07-28

IWP ISHARES TR3.2K shares-11.60%2026-06-302026-07-28

NULV NUSHARES ETF TR8.9K shares8.13%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION2.3K shares-1.50%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP1.2K shares-8.16%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.6.0K shares0.00%2026-06-302026-07-28

WCLD WISDOMTREE TR13.1K shares0.00%2026-06-302026-07-28

Sponsored

BAC BANK OF AMER CORP7.3K shares0.17%2026-06-302026-07-28

BSV VANGUARD BD INDEX FDS5.2K shares10.25%2026-06-302026-07-28

FNDC SCHWAB STRATEGIC TR8.3K shares-0.13%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST4.6K shares-5.67%2026-06-302026-07-28

XLB SELECT SECTOR SPDR TR7.5K shares0.00%2026-06-302026-07-28

PKW INVESCO EXCHANGE TRADED FD T2.6K shares-1.88%2026-06-302026-07-28

JPEF J P MORGAN EXCHANGE TRADED F4.5K shares-0.66%2026-06-302026-07-28

ESGD ISHARES TR3.5K shares0.00%2026-06-302026-07-28

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT10.1K shares0.00%2026-06-302026-07-28

RSPT INVESCO EXCHANGE TRADED FD T5.4K shares-2.68%2026-06-302026-07-28

AMGN AMGEN INC958 shares-8.59%2026-06-302026-07-28

OZEM ROUNDHILL ETF TRUST10.5K shares0.00%2026-06-302026-07-28

HFXI NEW YORK LIFE INVESTMENTS ET8.8K shares-3.91%2026-06-302026-07-28

MTD METTLER TOLEDO INTERNATIONAL260 shares0.00%2026-06-302026-07-28

SPEU SPDR INDEX SHS FDS6.0K shares0.00%2026-06-302026-07-28

F FORD MTR CO23.5K shares0.13%2026-06-302026-07-28

Sponsored

XJH ISHARES TR6.2K shares7.33%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP1.3K shares0.00%2026-06-302026-07-28

WOOD ISHARES TR4.8K shares-0.46%2026-06-302026-07-28

FTSM FIRST TR EXCHANGE-TRADED FD5.2K shares0.94%2026-06-302026-07-28

FMS FRESENIUS MEDICAL CARE AG13.5K shares0.00%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares0.00%2026-06-302026-07-28

SUSL ISHARES TR2.2K shares0.18%2026-06-302026-07-28

VIS VANGUARD WORLD FD822 shares-17.88%2026-06-302026-07-28

Sponsored

GILD GILEAD SCIENCES INC2.3K shares-6.14%2026-06-302026-07-28

EAOR ISHARES TR7.5K shares7.75%2026-06-302026-07-28

FPE FIRST TR EXCH TRADED FD III15.7K shares3.39%2026-06-302026-07-28

BMRC BANK OF MARIN BANCORP10.2K shares0.00%2026-06-302026-07-28

VBK VANGUARD INDEX FDS762 shares-0.26%2026-06-302026-07-28

FUND SPROTT FOCUS TR INC29.1K shares0.00%2026-06-302026-07-28

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.5K shares0.00%2026-06-302026-07-28

VOOV VANGUARD ADMIRAL FDS INC1.3K shares0.00%2026-06-302026-07-28

Sponsored

SCHI SCHWAB STRATEGIC TR12.0K shares0.00%2026-06-302026-07-28

DIS DISNEY WALT CO2.8K shares-3.97%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS2.7K shares0.00%2026-06-302026-07-28

EEMA ISHARES INC2.2K shares-9.94%2026-06-302026-07-28

BP BP PLC7.0K shares-2.19%2026-06-302026-07-28

ESGE ISHARES INC4.6K shares-2.26%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP2.7K shares0.04%2026-06-302026-07-28

BLK BLACKROCK INC257 shares-16.83%2026-06-302026-07-28

Sponsored

ABT ABBOTT LABORATORIES2.7K shares0.00%2026-06-302026-07-28

VAW VANGUARD WORLD FD1.1K shares4.09%2026-06-302026-07-28

VHT VANGUARD WORLD FD808 shares0.00%2026-06-302026-07-28

FNDE SCHWAB STRATEGIC TR6.1K shares-3.96%2026-06-302026-07-28

SBUX STARBUCKS CORP2.3K shares-19.62%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS3.0K shares0.27%2026-06-302026-07-28

IYE ISHARES TR4.1K shares0.00%2026-06-302026-07-28

FXE INVESCO CURRENCYSHARES EURO2.2K shares0.00%2026-06-302026-07-28

Sponsored

ADOBE INC ADOBE INC1.1K shares-4.78%2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR1.9K shares-0.77%2026-06-302026-07-28

MGNR AMERICAN BEACON SELECT FUNDS4.7K shares6.66%2026-06-302026-07-28

DSI ISHARES TR1.6K sharesnew addition2026-06-302026-07-28

NVS NOVARTIS AG1.4K shares0.00%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T1.0K shares-20.31%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC285 sharesnew addition2026-06-302026-07-28

Sponsored

VGSH VANGUARD SCOTTSDALE FDS3.5K shares-8.32%2026-06-302026-07-28

AOK ISHARES TR4.9K sharesnew addition2026-06-302026-07-28

SMBS SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-28

GBIL GOLDMAN SACHS ETF TR2.0K shares-50.36%2026-06-302026-07-28

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC613 sharesnew addition2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR3.7K sharesnew addition2026-06-302026-07-28

QS QUANTUMSCAPE CORP10.3K sharesnew addition2026-06-302026-07-28

TRVG TRIVAGO N V10.7K sharesnew addition2026-06-302026-07-28

Sponsored

ISHARES TR

1.92%

Shares137.1K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-1.54%

Shares64.5K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

0.55%

Shares150.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-1.44%

Shares141.0K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

11.21%

Shares185.2K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

9.81%

Shares409.9K

Event2026-06-30

Filed2026-07-28

CWI

SPDR INDEX SHS FDS

4.50%

Shares895.5K

Event2026-06-30

Filed2026-07-28

SPAB

SPDR SERIES TRUST

6.74%

Shares1.4M

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

7.86%

Shares387.8K

Event2026-06-30

Filed2026-07-28

JPIE

J P MORGAN EXCHANGE TRADED F

6.78%

Shares642.3K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

3.88%

Shares75.8K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-1.08%

Shares117.9K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

5.84%

Shares170.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.20%

Shares28.7K

Event2026-06-30

Filed2026-07-28

IBND

SPDR SERIES TRUST

8.01%

Shares672.0K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

0.56%

Shares264.1K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

11.48%

Shares317.7K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-9.11%

Shares584.5K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB STRATEGIC TR

4.81%

Shares494.9K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-0.49%

Shares26.4K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

3.53%

Shares244.9K

Event2026-06-30

Filed2026-07-28

IUSB

ISHARES TR

11.83%

Shares354.7K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

-2.64%

Shares562.8K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

0.75%

Shares550.8K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-2.49%

Shares83.5K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-2.46%

Shares51.4K

Event2026-06-30

Filed2026-07-28

VANGUARD SCOTTSDALE FDS

4.40%

Shares113.4K

Event2026-06-30

Filed2026-07-28

DBEF

DBX ETF TR

-0.47%

Shares226.8K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-0.34%

Shares45.4K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

-1.18%

Shares126.7K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-0.32%

Shares93.0K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

2.57%

Shares95.3K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

-2.97%

Shares355.2K

Event2026-06-30

Filed2026-07-28

AOR

ISHARES TR

9.51%

Shares138.3K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

3.17%

Shares191.1K

Event2026-06-30

Filed2026-07-28

XSOE

WISDOMTREE TR

-13.21%

Shares178.1K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

2.17%

Shares11.6K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-4.43%

Shares65.3K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

-0.21%

Shares211.6K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE TR

-3.50%

Shares78.7K

Event2026-06-30

Filed2026-07-28

AOM

ISHARES TR

-2.94%

Shares145.3K

Event2026-06-30

Filed2026-07-28

JCPB

J P MORGAN EXCHANGE TRADED F

-1.35%

Shares151.3K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

2.93%

Shares140.3K

Event2026-06-30

Filed2026-07-28

WORLD GOLD TR

-0.81%

Shares87.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-2.00%

Shares19.8K

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

8.46%

Shares60.0K

Event2026-06-30

Filed2026-07-28

HYG

ISHARES TR

8.79%

Shares69.9K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

-1.18%

Shares13.6K

Event2026-06-30

Filed2026-07-28

ISHARES TR

11.85%

Shares55.0K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARES TR

3.36%

Shares94.2K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

459.19%

Shares57.0K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-4.41%

Shares12.8K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-1.94%

Shares21.8K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.96%

Shares8.6K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

4.90%

Shares49.8K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

4.77%

Shares41.2K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-1.64%

Shares10.9K

Event2026-06-30

Filed2026-07-28

FNDX

SCHWAB STRATEGIC TR

-2.52%

Shares121.7K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

533.82%

Shares28.9K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

3.77%

Shares9.7K

Event2026-06-30

Filed2026-07-28

SCHP

SCHWAB STRATEGIC TR

3.56%

Shares129.5K

Event2026-06-30

Filed2026-07-28

CMF

ISHARES TR

6.44%

Shares58.0K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-5.59%

Shares8.9K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

318.86%

Shares37.7K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

-46.30%

Shares21.3K

Event2026-06-30

Filed2026-07-28

SCHO

SCHWAB STRATEGIC TR

0.66%

Shares122.7K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

-0.76%

Shares30.7K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

1.46%

Shares78.6K

Event2026-06-30

Filed2026-07-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.99%

Shares55.4K

Event2026-06-30

Filed2026-07-28

VTIP

VANGUARD MALVERN FDS

2.62%

Shares52.7K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

31.22%

Shares7.8K

Event2026-06-30

Filed2026-07-28

FREL

FIDELITY COVINGTON TRUST

6.53%

Shares87.0K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-14.29%

Shares15.2K

Event2026-06-30

Filed2026-07-28

PWZ

INVESCO EXCH TRADED FD TR II

14.80%

Shares89.5K

Event2026-06-30

Filed2026-07-28

AOA

ISHARES TR

-7.03%

Shares22.0K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

-9.73%

Shares8.8K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

-8.57%

Shares22.0K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-4.16%

Shares4.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

6.94%

Shares6.5K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-1.89%

Shares55.8K

Event2026-06-30

Filed2026-07-28

MDYV

SPDR SERIES TRUST

-10.47%

Shares19.8K

Event2026-06-30

Filed2026-07-28

CEF

SPROTT ASSET MANAGEMENT LP

-11.60%

Shares46.4K

Event2026-06-30

Filed2026-07-28

SCHZ

SCHWAB STRATEGIC TR

5.80%

Shares76.2K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-0.89%

Shares1.8K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

2.13%

Shares2.6K

Event2026-06-30

Filed2026-07-28

XLV

SELECT SECTOR SPDR TR

47.09%

Shares9.6K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-2.95%

Shares18.1K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-1.82%

Shares10.5K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

-0.69%

Shares9.2K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

2.92%

Shares2.1K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.35%

Shares2.9K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

4.99%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MBB

ISHARES TR

-5.54%

Shares13.8K

Event2026-06-30

Filed2026-07-28

NBIS

NEBIUS GROUP N.V.

-4.13%

Shares4.7K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

14.29%

Shares36.8K

Event2026-06-30

Filed2026-07-28

SPEM

SPDR INDEX SHS FDS

43.82%

Shares24.6K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-5.20%

Shares3.5K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-1.96%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VSGX

VANGUARD WORLD FD

2.64%

Shares14.7K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

53.71%

Shares7.3K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-1.84%

Shares2.1K

Event2026-06-30

Filed2026-07-28

DFCA

DIMENSIONAL ETF TRUST

-3.09%

Shares22.1K

Event2026-06-30

Filed2026-07-28

PRF

INVESCO EXCHANGE TRADED FD T

-3.51%

Shares20.4K

Event2026-06-30

Filed2026-07-28

HEFA

ISHARES TR

12.94%

Shares23.3K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-2.60%

Shares9.2K

Event2026-06-30

Filed2026-07-28

SPLV

INVESCO EXCH TRADED FD TR II

-0.37%

Shares14.2K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

-7.85%

Shares881

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-5.79%

Shares4.2K

Event2026-06-30

Filed2026-07-28

JSCP

J P MORGAN EXCHANGE TRADED F

-0.56%

Shares22.4K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-2.94%

Shares9.3K

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

1.71%

Shares34.3K

Event2026-06-30

Filed2026-07-28

ESGV

VANGUARD WORLD FD

8.54%

Shares7.9K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

-0.20%

Shares7.7K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-9.73%

Shares12.4K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-6.35%

Shares958

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

-0.76%

Shares14.6K

Event2026-06-30

Filed2026-07-28

CLSE

TRUST FOR PROFESSIONAL MANAG

11.88%

Shares29.0K

Event2026-06-30

Filed2026-07-28

SLYV

SPDR SERIES TRUST

-17.68%

Shares9.0K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

2.64%

Shares10.4K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

-2.25%

Shares1.8K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

0.22%

Shares3.7K

Event2026-06-30

Filed2026-07-28

SCHY

SCHWAB STRATEGIC TR

0.11%

Shares28.0K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

12.05%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

-6.63%

Shares7.9K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-0.20%

Shares2.9K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-0.70%

Shares8.3K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

-0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-28

UCTT

ULTRA CLEAN HLDGS INC

-3.39%

Shares5.7K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

-2.90%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VISA INC

0.22%

Shares2.3K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

-0.98%

Shares5.0K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

11.26%

Shares14.6K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

0.00%

Shares647

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

262.48%

Shares6.0K

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

0.73%

Shares7.6K

Event2026-06-30

Filed2026-07-28

FNDA

SCHWAB STRATEGIC TR

-1.50%

Shares18.9K

Event2026-06-30

Filed2026-07-28

IJJ

ISHARES TR

-6.55%

Shares4.8K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

3.32%

Shares4.8K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

-4.61%

Shares2.1K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

New

Shares597

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

8.88%

Shares12.8K

Event2026-06-30

Filed2026-07-28

STIP

ISHARES TR

1.61%

Shares6.6K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

7.96%

Shares7.7K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

8.68%

Shares8.6K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

0.61%

Shares821

Event2026-06-30

Filed2026-07-28

SCHH

SCHWAB STRATEGIC TR

-4.30%

Shares26.4K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

1.32%

Shares12.3K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

4.30%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.00%

Shares965

Event2026-06-30

Filed2026-07-28

JPST

J P MORGAN EXCHANGE TRADED F

-19.75%

Shares11.5K

Event2026-06-30

Filed2026-07-28

JMUB

J P MORGAN EXCHANGE TRADED F

-7.46%

Shares10.8K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

-12.49%

Shares6.2K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

-4.80%

Shares3.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-3.22%

Shares2.0K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-8.53%

Shares2.1K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-15.30%

Shares3.5K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

-2.07%

Shares2.6K

Event2026-06-30

Filed2026-07-28

JPIN

J P MORGAN EXCHANGE TRADED F

-5.13%

Shares7.0K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

3.71%

Shares2.1K

Event2026-06-30

Filed2026-07-28

HDV

ISHARES TR

403.10%

Shares18.2K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

-11.91%

Shares3.2K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-11.60%

Shares3.2K

Event2026-06-30

Filed2026-07-28

NULV

NUSHARES ETF TR

8.13%

Shares8.9K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-1.50%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-8.16%

Shares1.2K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

WCLD

WISDOMTREE TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

0.17%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

10.25%

Shares5.2K

Event2026-06-30

Filed2026-07-28

FNDC

SCHWAB STRATEGIC TR

-0.13%

Shares8.3K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-5.67%

Shares4.6K

Event2026-06-30

Filed2026-07-28

XLB

SELECT SECTOR SPDR TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-28

PKW

INVESCO EXCHANGE TRADED FD T

-1.88%

Shares2.6K

Event2026-06-30

Filed2026-07-28

JPEF

J P MORGAN EXCHANGE TRADED F

-0.66%

Shares4.5K

Event2026-06-30

Filed2026-07-28

ESGD

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-28

RSPT

INVESCO EXCHANGE TRADED FD T

-2.68%

Shares5.4K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-8.59%

Shares958

Event2026-06-30

Filed2026-07-28

OZEM

ROUNDHILL ETF TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-28

HFXI

NEW YORK LIFE INVESTMENTS ET

-3.91%

Shares8.8K

Event2026-06-30

Filed2026-07-28

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares260

Event2026-06-30

Filed2026-07-28

SPEU

SPDR INDEX SHS FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

FORD MTR CO

0.13%

Shares23.5K

Event2026-06-30

Filed2026-07-28

XJH

ISHARES TR

7.33%

Shares6.2K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

WOOD

ISHARES TR

-0.46%

Shares4.8K

Event2026-06-30

Filed2026-07-28

FTSM

FIRST TR EXCHANGE-TRADED FD

0.94%

Shares5.2K

Event2026-06-30

Filed2026-07-28

FMS

FRESENIUS MEDICAL CARE AG

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-28

SUSL

ISHARES TR

0.18%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

-17.88%

Shares822

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

-6.14%

Shares2.3K

Event2026-06-30

Filed2026-07-28

EAOR

ISHARES TR

7.75%

Shares7.5K

Event2026-06-30

Filed2026-07-28

FPE

FIRST TR EXCH TRADED FD III

3.39%

Shares15.7K

Event2026-06-30

Filed2026-07-28

BMRC

BANK OF MARIN BANCORP

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-0.26%

Shares762

Event2026-06-30

Filed2026-07-28

FUND

SPROTT FOCUS TR INC

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-28

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-3.97%

Shares2.8K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

EEMA

ISHARES INC

-9.94%

Shares2.2K

Event2026-06-30

Filed2026-07-28

BP PLC

-2.19%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ESGE

ISHARES INC

-2.26%

Shares4.6K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-16.83%

Shares257

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD WORLD FD

4.09%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

0.00%

Shares808

Event2026-06-30

Filed2026-07-28

FNDE

SCHWAB STRATEGIC TR

-3.96%

Shares6.1K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-19.62%

Shares2.3K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

0.27%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IYE

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

FXE

INVESCO CURRENCYSHARES EURO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

ADOBE INC

-4.78%

Shares1.1K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

-0.77%

Shares1.9K

Event2026-06-30

Filed2026-07-28

MGNR

AMERICAN BEACON SELECT FUNDS

6.66%

Shares4.7K

Event2026-06-30

Filed2026-07-28

DSI

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

NVS

NOVARTIS AG

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-20.31%

Shares1.0K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares285

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

-8.32%

Shares3.5K

Event2026-06-30

Filed2026-07-28

AOK

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-28

SMBS

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-28

GBIL

GOLDMAN SACHS ETF TR

-50.36%

Shares2.0K

Event2026-06-30

Filed2026-07-28

TRAVELERS COMPANIES INC

New

Shares613

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-28

QUANTUMSCAPE CORP

New

Shares10.3K

Event2026-06-30

Filed2026-07-28

TRVG

TRIVAGO N V

New

Shares10.7K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available