Sponsored

The Analysis of Marotta Asset Management's Holdings & P&L

Currently, Marotta Asset Management holds 103 types of securities in its portfolio with a total value $600.9M. In the most recent quarter, they have increased their positions in VGT (+256.2K shares, valued at $30.0M), QUS (+18.2K shares, valued at $3.4M), FHLC (+36.8K shares, valued at $2.9M); decreased their positions in XCEM (-53.4K shares, valued at $2.7M), VDC (-6.2K shares, valued at $1.4M), VOO (-1.6K shares, valued at $1.1M); initiated new positions in VEA (+3.0K shares, valued at $213.3K).

1M P&L

+18.2M+3.13%

3M P&L

+15.5M+2.65%

HY P&L

-158.8M-20.88%

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/A566.6M

95.6%

2Aerospace & Defense3.8M

0.6%

3Banks - Diversified3.3M

0.6%

Top Industries by Stock Count

1N/A54 stocks

58.7%

2Drug Manufacturers - General3 stocks

3.3%

3Aerospace & Defense3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOE VANGUARD MID CAP VALUE ETF216.0K shares-0.67%2026-06-302026-07-09

XCEM COLUMBIA EMRG MKTS CORE EX-CHINA ETF818.7K shares-6.12%2026-06-302026-07-09

VBR VANGUARD SMALL CAP VALUE ETF147.8K shares0.03%2026-06-302026-07-09

VGT VANGUARD INFO TECHNOLOGY ETF297.1K shares627.01%2026-06-302026-07-09

VTIP VANGUARD SHORT INFLATION-PROTECTED ETF667.2K shares1.68%2026-06-302026-07-09

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF637.1K shares3.89%2026-06-302026-07-09

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY ETF72.2K shares5.86%2026-06-302026-07-09

VWO VANGUARD FTSE EMERGING MARKET ETF337.6K shares2.65%2026-06-302026-07-09

Sponsored

VWOB VANGUARD EMERGING MARKET GOVT BOND ETF263.1K shares6.75%2026-06-302026-07-09

QUS SPDR USA STRATEGIC FACTORS85.0K shares27.19%2026-06-302026-07-09

FHLC FIDELITY MSCI HEALTH ETF204.2K shares21.98%2026-06-302026-07-09

VHT VANGUARD HEALTH CARE ETF50.6K shares-5.15%2026-06-302026-07-09

VDC VANGUARD CONSUMER STAPLES ETF62.5K shares-9.05%2026-06-302026-07-09

SCHP SCHWAB US TIPS ETF534.4K shares5.27%2026-06-302026-07-09

SCHO SCHWAB SHORT TERM US TREASURY558.4K shares-1.07%2026-06-302026-07-09

EIRL ISHARES MSCI IRELAND CAPPED ETF165.5K shares1.54%2026-06-302026-07-09

Sponsored

EDEN ISHARES MSCI DENMARK ETF107.5K shares1.33%2026-06-302026-07-09

FSTA FIDELITY MSCI CONSUMER STAPLES ETF220.7K shares13.13%2026-06-302026-07-09

EWN ISHARES MSCI NETHERLANDS164.6K shares-1.73%2026-06-302026-07-09

EFNL ISHARES MSCI FINLAND ETF213.8K shares-6.15%2026-06-302026-07-09

FLSW FRANKLIN FTSE SWITZERLAND ETF257.6K shares4.31%2026-06-302026-07-09

EWO ISHARES MSCI AUSTRIA264.4K shares-2.81%2026-06-302026-07-09

EWD ISHARES MSCI SWEDEN213.1K shares4.35%2026-06-302026-07-09

XBI SPDR S&P BIOTECH ETF66.8K shares1.06%2026-06-302026-07-09

Sponsored

ENZL ISHARES MSCI NEW ZEALAND195.9K shares10.18%2026-06-302026-07-09

FREL FIDELITY MSCI REAL ESTATE ETF271.6K shares7.53%2026-06-302026-07-09

FLGR FRANKLIN FTSE GERMANY ETF238.1K shares4.82%2026-06-302026-07-09

VGSH VANGUARD SHORT GOVT BOND IDX ETF123.8K shares13.19%2026-06-302026-07-09

VOO VANGUARD S&P 500 ETF9.4K shares-14.77%2026-06-302026-07-09

SCHZ SCHWAB US AGGREGATE BOND ETF268.1K shares-0.52%2026-06-302026-07-09

VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF117.5K shares13.81%2026-06-302026-07-09

SCHE SCHWAB EMERGING MARKET EQUITY ETF128.8K shares-8.96%2026-06-302026-07-09

Sponsored

FLTW FRANKLIN FTSE TAIWAN ETF42.2K shares-8.52%2026-06-302026-07-09

VNQ VANGUARD REAL ESTATE ETF43.9K shares-6.88%2026-06-302026-07-09

FLKR FRANKLIN FTSE SOUTH KOREA ETF65.8K shares-17.99%2026-06-302026-07-09

VEXC VANGUARD EMRG MKTS EX-CHINA ETF41.9K shares161.14%2026-06-302026-07-09

MDYV SPDR S&P 400 MID CAP VALUE ETF40.7K shares-12.38%2026-06-302026-07-09

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF9.3K shares-1.89%2026-06-302026-07-09

SLYV SPDR S&P 600 SMALL CAP VALUE ETF29.9K shares-16.30%2026-06-302026-07-09

IXN ISHARES GLOBAL TECHNOLOGY22.8K shares-1.76%2026-06-302026-07-09

Sponsored

GD GENERAL DYNAMICS CORP8.6K shares-1.38%2026-06-302026-07-09

WFC WELLS FARGO CO35.1K shares0.00%2026-06-302026-07-09

BND VANGUARD TOTAL BOND MARKET ETF41.0K shares11.95%2026-06-302026-07-09

VTV VANGUARD VALUE ETF11.9K shares-11.34%2026-06-302026-07-09

ECH ISHARES MSCI CHILE INVESTABLE MARKET60.2K shares-9.40%2026-06-302026-07-09

AMZN AMAZON COM INC8.8K shares1.03%2026-06-302026-07-09

AAPL APPLE COMPUTER INC6.4K shares1.68%2026-06-302026-07-09

IXJ ISHARES S&P GLOBAL HEALTHCARE18.9K shares-3.86%2026-06-302026-07-09

Sponsored

FLMX FRANKLIN FTSE MEXICO ETF48.3K shares-2.08%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC2.6K shares0.83%2026-06-302026-07-09

MSFT MICROSOFT4.0K shares1.18%2026-06-302026-07-09

STIP ISHARES 0-5 YEAR TIPS BOND ETF14.3K shares158.61%2026-06-302026-07-09

TFC TRUIST FINANCIAL CORP27.3K shares-22.88%2026-06-302026-07-09

SCHG SCHWAB US LARGE CAP GROWTH ETF33.2K shares-2.34%2026-06-302026-07-09

NVS NOVARTIS A G SPON ADR6.4K shares-2.16%2026-06-302026-07-09

FLAU FRANKLIN FTSE AUSTRALIA ETF27.3K shares0.00%2026-06-302026-07-09

Sponsored

AG FIRST MAJESTIC SILVER49.1K shares0.00%2026-06-302026-07-09

SPDR S&P 500 ETF SPDR S&P 500 ETF1.1K shares-0.36%2026-06-302026-07-09

GOOGL ALPHABET INC CLASS A1.9K shares-5.68%2026-06-302026-07-09

NVO NOVO NORDISK A/S ADR13.5K shares-5.22%2026-06-302026-07-09

VO VANGUARD MID CAP ETF8.0K shares139.62%2026-06-302026-07-09

GOOG ALPHABET INC CLASS C1.7K shares3.39%2026-06-302026-07-09

WDC WESTERN DIGITAL CORP1.0K shares0.00%2026-06-302026-07-09

EWL ISHARES MSCI SWITZERLAND8.6K shares-17.97%2026-06-302026-07-09

Sponsored

IBB ISHARES NASDAQ BIOTECHNOLOGY2.6K shares0.00%2026-06-302026-07-09

DE DEERE & CO800 shares0.00%2026-06-302026-07-09

CAT CATERPILLER INC491 shares0.00%2026-06-302026-07-09

KO COCA COLA CO5.9K shares0.85%2026-06-302026-07-09

EXXON MOBIL CORPORATION EXXON MOBIL CORPORATION3.5K shares-2.31%2026-06-302026-07-09

JP MORGAN CHASE & CO JP MORGAN CHASE & CO1.4K shares1.15%2026-06-302026-07-09

ALC ALCON INC7.0K shares-8.58%2026-06-302026-07-09

DFAC DIMENSIONAL US CORE EQUITY 2 ETF10.2K shares-0.10%2026-06-302026-07-09

Sponsored

GEV GE VERNOVA INC396 shares0.00%2026-06-302026-07-09

IBM INTL BUSINESS MACHINES1.5K shares-2.03%2026-06-302026-07-09

DUK DUKE ENERGY CORP3.5K shares0.12%2026-06-302026-07-09

CISCO SYSTEMS INC CISCO SYSTEMS INC3.4K shares-0.95%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP750 shares0.00%2026-06-302026-07-09

NVR N V R INC57 shares0.00%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY CL B753 shares2.59%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC846 shares-15.65%2026-06-302026-07-09

Sponsored

GMAB GENMAB A/S11.4K shares-2.50%2026-06-302026-07-09

NSC NORFOLK SOUTHERN CORP975 shares0.00%2026-06-302026-07-09

MCK MCKESSON HBOC INC398 shares0.00%2026-06-302026-07-09

DIS DISNEY WALT COMPANY DEL3.1K shares2.11%2026-06-302026-07-09

CVX CHEVRONTEXACO CORP1.8K shares0.00%2026-06-302026-07-09

BAC BANK OF AMERICA CORP5.0K shares1.06%2026-06-302026-07-09

UNP UNION PACIFIC CORP1.0K shares0.00%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON1.1K shares-5.07%2026-06-302026-07-09

Sponsored

BROADCOM INC BROADCOM INC745 shares2.19%2026-06-302026-07-09

ABBVIE INC ABBVIE INC1.1K shares1.83%2026-06-302026-07-09

CW CURTISS WRIGHT CORP350 shares0.00%2026-06-302026-07-09

SNN SMITH & NEPHEW ADR NEW9.2K shares-2.06%2026-06-302026-07-09

WMT WAL-MART STORES INC2.3K shares7.62%2026-06-302026-07-09

VFC VF CORPORATION14.8K shares0.00%2026-06-302026-07-09

FUTY FIDELITY MSCI UTILITIES INDEX ETF4.1K shares0.00%2026-06-302026-07-09

NKSH NATL BANKSHARES INC6.4K shares0.00%2026-06-302026-07-09

Sponsored

DOMINION RES INC VA NEW DOMINION RES INC VA NEW3.3K shares-0.27%2026-06-302026-07-09

SCHV SCHWAB US LARGE CAP VALUE ETF6.3K shares-31.65%2026-06-302026-07-09

VEA VANGUARD DEVELOPED MARKETS IDX ETF3.0K sharesnew addition2026-06-302026-07-09

ACCENTURE PLC CL A ACCENTURE PLC CL A1.5K shares-0.45%2026-06-302026-07-09

CDE COEUR D ALENE MINES CORP10.0K shares0.00%2026-06-302026-07-09

HLN HALEON PLC11.3K shares-2.91%2026-06-302026-07-09

BHC BAUSCH HEALTH COS INC12.4K shares-1.68%2026-06-302026-07-09

VOE

VANGUARD MID CAP VALUE ETF

-0.67%

Shares216.0K

Event2026-06-30

Filed2026-07-09

XCEM

COLUMBIA EMRG MKTS CORE EX-CHINA ETF

-6.12%

Shares818.7K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD SMALL CAP VALUE ETF

0.03%

Shares147.8K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD INFO TECHNOLOGY ETF

627.01%

Shares297.1K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD SHORT INFLATION-PROTECTED ETF

1.68%

Shares667.2K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

3.89%

Shares637.1K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY ETF

5.86%

Shares72.2K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD FTSE EMERGING MARKET ETF

2.65%

Shares337.6K

Event2026-06-30

Filed2026-07-09

VWOB

VANGUARD EMERGING MARKET GOVT BOND ETF

6.75%

Shares263.1K

Event2026-06-30

Filed2026-07-09

QUS

SPDR USA STRATEGIC FACTORS

27.19%

Shares85.0K

Event2026-06-30

Filed2026-07-09

FHLC

FIDELITY MSCI HEALTH ETF

21.98%

Shares204.2K

Event2026-06-30

Filed2026-07-09

VHT

VANGUARD HEALTH CARE ETF

-5.15%

Shares50.6K

Event2026-06-30

Filed2026-07-09

VDC

VANGUARD CONSUMER STAPLES ETF

-9.05%

Shares62.5K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB US TIPS ETF

5.27%

Shares534.4K

Event2026-06-30

Filed2026-07-09

SCHO

SCHWAB SHORT TERM US TREASURY

-1.07%

Shares558.4K

Event2026-06-30

Filed2026-07-09

EIRL

ISHARES MSCI IRELAND CAPPED ETF

1.54%

Shares165.5K

Event2026-06-30

Filed2026-07-09

EDEN

ISHARES MSCI DENMARK ETF

1.33%

Shares107.5K

Event2026-06-30

Filed2026-07-09

FSTA

FIDELITY MSCI CONSUMER STAPLES ETF

13.13%

Shares220.7K

Event2026-06-30

Filed2026-07-09

EWN

ISHARES MSCI NETHERLANDS

-1.73%

Shares164.6K

Event2026-06-30

Filed2026-07-09

EFNL

ISHARES MSCI FINLAND ETF

-6.15%

Shares213.8K

Event2026-06-30

Filed2026-07-09

FLSW

FRANKLIN FTSE SWITZERLAND ETF

4.31%

Shares257.6K

Event2026-06-30

Filed2026-07-09

EWO

ISHARES MSCI AUSTRIA

-2.81%

Shares264.4K

Event2026-06-30

Filed2026-07-09

EWD

ISHARES MSCI SWEDEN

4.35%

Shares213.1K

Event2026-06-30

Filed2026-07-09

XBI

SPDR S&P BIOTECH ETF

1.06%

Shares66.8K

Event2026-06-30

Filed2026-07-09

ENZL

ISHARES MSCI NEW ZEALAND

10.18%

Shares195.9K

Event2026-06-30

Filed2026-07-09

FREL

FIDELITY MSCI REAL ESTATE ETF

7.53%

Shares271.6K

Event2026-06-30

Filed2026-07-09

FLGR

FRANKLIN FTSE GERMANY ETF

4.82%

Shares238.1K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SHORT GOVT BOND IDX ETF

13.19%

Shares123.8K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD S&P 500 ETF

-14.77%

Shares9.4K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB US AGGREGATE BOND ETF

-0.52%

Shares268.1K

Event2026-06-30

Filed2026-07-09

VNQI

VANGUARD GLOBAL EX-US REAL ESTATE ETF

13.81%

Shares117.5K

Event2026-06-30

Filed2026-07-09

SCHE

SCHWAB EMERGING MARKET EQUITY ETF

-8.96%

Shares128.8K

Event2026-06-30

Filed2026-07-09

FLTW

FRANKLIN FTSE TAIWAN ETF

-8.52%

Shares42.2K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD REAL ESTATE ETF

-6.88%

Shares43.9K

Event2026-06-30

Filed2026-07-09

FLKR

FRANKLIN FTSE SOUTH KOREA ETF

-17.99%

Shares65.8K

Event2026-06-30

Filed2026-07-09

VEXC

VANGUARD EMRG MKTS EX-CHINA ETF

161.14%

Shares41.9K

Event2026-06-30

Filed2026-07-09

MDYV

SPDR S&P 400 MID CAP VALUE ETF

-12.38%

Shares40.7K

Event2026-06-30

Filed2026-07-09

VANGUARD TOTAL STOCK MARKET ETF

-1.89%

Shares9.3K

Event2026-06-30

Filed2026-07-09

SLYV

SPDR S&P 600 SMALL CAP VALUE ETF

-16.30%

Shares29.9K

Event2026-06-30

Filed2026-07-09

IXN

ISHARES GLOBAL TECHNOLOGY

-1.76%

Shares22.8K

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

-1.38%

Shares8.6K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO CO

0.00%

Shares35.1K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD TOTAL BOND MARKET ETF

11.95%

Shares41.0K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD VALUE ETF

-11.34%

Shares11.9K

Event2026-06-30

Filed2026-07-09

ECH

ISHARES MSCI CHILE INVESTABLE MARKET

-9.40%

Shares60.2K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

1.03%

Shares8.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE COMPUTER INC

1.68%

Shares6.4K

Event2026-06-30

Filed2026-07-09

IXJ

ISHARES S&P GLOBAL HEALTHCARE

-3.86%

Shares18.9K

Event2026-06-30

Filed2026-07-09

FLMX

FRANKLIN FTSE MEXICO ETF

-2.08%

Shares48.3K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

0.83%

Shares2.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT

1.18%

Shares4.0K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

158.61%

Shares14.3K

Event2026-06-30

Filed2026-07-09

TFC

TRUIST FINANCIAL CORP

-22.88%

Shares27.3K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB US LARGE CAP GROWTH ETF

-2.34%

Shares33.2K

Event2026-06-30

Filed2026-07-09

NVS

NOVARTIS A G SPON ADR

-2.16%

Shares6.4K

Event2026-06-30

Filed2026-07-09

FLAU

FRANKLIN FTSE AUSTRALIA ETF

0.00%

Shares27.3K

Event2026-06-30

Filed2026-07-09

FIRST MAJESTIC SILVER

0.00%

Shares49.1K

Event2026-06-30

Filed2026-07-09

SPDR S&P 500 ETF

-0.36%

Shares1.1K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC CLASS A

-5.68%

Shares1.9K

Event2026-06-30

Filed2026-07-09

NVO

NOVO NORDISK A/S ADR

-5.22%

Shares13.5K

Event2026-06-30

Filed2026-07-09

VANGUARD MID CAP ETF

139.62%

Shares8.0K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC CLASS C

3.39%

Shares1.7K

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

EWL

ISHARES MSCI SWITZERLAND

-17.97%

Shares8.6K

Event2026-06-30

Filed2026-07-09

IBB

ISHARES NASDAQ BIOTECHNOLOGY

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-09

DEERE & CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLER INC

0.00%

Shares491

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.85%

Shares5.9K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORPORATION

-2.31%

Shares3.5K

Event2026-06-30

Filed2026-07-09

JP MORGAN CHASE & CO

1.15%

Shares1.4K

Event2026-06-30

Filed2026-07-09

ALC

ALCON INC

-8.58%

Shares7.0K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL US CORE EQUITY 2 ETF

-0.10%

Shares10.2K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

0.00%

Shares396

Event2026-06-30

Filed2026-07-09

IBM

INTL BUSINESS MACHINES

-2.03%

Shares1.5K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP

0.12%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CISCO SYSTEMS INC

-0.95%

Shares3.4K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

0.00%

Shares750

Event2026-06-30

Filed2026-07-09

NVR

N V R INC

0.00%

Shares57

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY CL B

2.59%

Shares753

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

-15.65%

Shares846

Event2026-06-30

Filed2026-07-09

GMAB

GENMAB A/S

-2.50%

Shares11.4K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHERN CORP

0.00%

Shares975

Event2026-06-30

Filed2026-07-09

MCK

MCKESSON HBOC INC

0.00%

Shares398

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT COMPANY DEL

2.11%

Shares3.1K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRONTEXACO CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMERICA CORP

1.06%

Shares5.0K

Event2026-06-30

Filed2026-07-09

UNP

UNION PACIFIC CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

-5.07%

Shares1.1K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

2.19%

Shares745

Event2026-06-30

Filed2026-07-09

ABBVIE INC

1.83%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CURTISS WRIGHT CORP

0.00%

Shares350

Event2026-06-30

Filed2026-07-09

SNN

SMITH & NEPHEW ADR NEW

-2.06%

Shares9.2K

Event2026-06-30

Filed2026-07-09

WMT

WAL-MART STORES INC

7.62%

Shares2.3K

Event2026-06-30

Filed2026-07-09

VFC

VF CORPORATION

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-09

FUTY

FIDELITY MSCI UTILITIES INDEX ETF

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

NKSH

NATL BANKSHARES INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-09

DOMINION RES INC VA NEW

-0.27%

Shares3.3K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB US LARGE CAP VALUE ETF

-31.65%

Shares6.3K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD DEVELOPED MARKETS IDX ETF

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC CL A

-0.45%

Shares1.5K

Event2026-06-30

Filed2026-07-09

CDE

COEUR D ALENE MINES CORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

HLN

HALEON PLC

-2.91%

Shares11.3K

Event2026-06-30

Filed2026-07-09

BHC

BAUSCH HEALTH COS INC

-1.68%

Shares12.4K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available