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The Analysis of Modera Wealth Management, LLC's Holdings & P&L

Currently, Modera Wealth Management, LLC holds 650 types of securities in its portfolio with a total value $9.4B. In the most recent quarter, they have increased their positions in VUG (+6.4M shares, valued at $555.5M), IWF (+806.5K shares, valued at $100.1M), AVDV (+173.6K shares, valued at $17.9M); decreased their positions in N/A (-29.9K shares, valued at $11.3M), N/A (-88.4K shares, valued at $10.4M), AAPL (-25.6K shares, valued at $7.4M); initiated new positions in CORP (+71.5K shares, valued at $6.9M), LDUR (+69.4K shares, valued at $6.6M), AVLV (+33.6K shares, valued at $3.1M).

1M P&L

+254.2M+3.12%

3M P&L

+203.6M+2.48%

HY P&L

-2.8B-25.07%

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/A6.4B

78.0%

2Consumer Electronics215.2M

2.6%

3Semiconductors171.0M

2.1%

Top Industries by Stock Count

1N/A311 stocks

52.5%

2Banks - Regional12 stocks

2.0%

3Semiconductors11 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS7.7M shares519.44%2026-06-302026-08-03

VTV VANGUARD INDEX FDS1.8M shares3.52%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS1.7M shares2.90%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS5.3M shares-1.66%2026-06-302026-08-03

ISHARES TR ISHARES TR3.6M shares3.39%2026-06-302026-08-03

STIP ISHARES TR2.6M shares4.59%2026-06-302026-08-03

AVDV AMERICAN CENTY ETF TR2.4M shares7.93%2026-06-302026-08-03

AAPL APPLE INC743.7K shares-3.33%2026-06-302026-08-03

Sponsored

DFAC DIMENSIONAL ETF TRUST4.8M shares-0.42%2026-06-302026-08-03

IJR ISHARES TR1.4M shares0.95%2026-06-302026-08-03

ISHARES TR ISHARES TR239.8K shares-1.65%2026-06-302026-08-03

DFAU DIMENSIONAL ETF TRUST3.1M shares-2.64%2026-06-302026-08-03

MSFT MICROSOFT CORP371.4K shares-1.63%2026-06-302026-08-03

AVUS AMERICAN CENTY ETF TR1.1M shares4.73%2026-06-302026-08-03

IWF ISHARES TR1.1M shares296.43%2026-06-302026-08-03

IUSV ISHARES TR1.2M shares0.46%2026-06-302026-08-03

Sponsored

DFUV DIMENSIONAL ETF TRUST2.3M shares5.13%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST2.3M shares3.23%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC242.0K shares-3.89%2026-06-302026-08-03

DFSV DIMENSIONAL ETF TRUST2.9M shares6.67%2026-06-302026-08-03

GOOG ALPHABET INC315.5K shares-5.45%2026-06-302026-08-03

IEMG ISHARES INC1.3M shares-1.14%2026-06-302026-08-03

BROADCOM INC BROADCOM INC287.1K shares-9.43%2026-06-302026-08-03

EFV ISHARES TR1.3M shares-3.79%2026-06-302026-08-03

Sponsored

VWO VANGUARD INTL EQUITY INDEX F1.6M shares-1.00%2026-06-302026-08-03

DFUS DIMENSIONAL ETF TRUST1.2M shares8.04%2026-06-302026-08-03

IJS ISHARES TR697.5K shares-1.97%2026-06-302026-08-03

IWD ISHARES TR359.1K shares-1.20%2026-06-302026-08-03

IVW ISHARES TR626.0K shares-1.64%2026-06-302026-08-03

VBR VANGUARD INDEX FDS331.8K shares-2.20%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC654.1K shares-11.91%2026-06-302026-08-03

SCZ ISHARES TR878.3K shares-1.85%2026-06-302026-08-03

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T96.2K shares0.45%2026-06-302026-08-03

DIHP DIMENSIONAL ETF TRUST2.1M shares11.97%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO205.3K shares-3.20%2026-06-302026-08-03

IUSG ISHARES TR355.0K shares0.75%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS838.6K shares-2.52%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS173.1K shares0.96%2026-06-302026-08-03

VONG VANGUARD SCOTTSDALE FDS500.0K shares0.12%2026-06-302026-08-03

IJH ISHARES TR761.8K shares-1.23%2026-06-302026-08-03

Sponsored

AMZN AMAZON COM INC236.7K shares-0.58%2026-06-302026-08-03

LOW LOWES COS INC250.0K shares-2.64%2026-06-302026-08-03

LLY ELI LILLY & CO45.6K shares-3.88%2026-06-302026-08-03

EFA ISHARES TR525.2K shares-1.54%2026-06-302026-08-03

DFAT DIMENSIONAL ETF TRUST770.6K shares5.03%2026-06-302026-08-03

BLK BLACKROCK INC54.2K shares-2.99%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON204.4K shares-3.62%2026-06-302026-08-03

IWM ISHARES TR155.6K shares-2.17%2026-06-302026-08-03

Sponsored

VISA INC VISA INC126.9K shares-0.99%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST511.6K shares0.85%2026-06-302026-08-03

REET ISHARES TR1.5M shares6.98%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR1.4M shares-4.94%2026-06-302026-08-03

WSM WILLIAMS SONOMA INC166.7K shares-5.16%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC143.7K shares-2.00%2026-06-302026-08-03

AMGN AMGEN INC95.2K shares-2.50%2026-06-302026-08-03

JPUS J P MORGAN EXCHANGE TRADED F239.0K shares-3.24%2026-06-302026-08-03

Sponsored

AVDE AMERICAN CENTY ETF TR367.3K shares-2.73%2026-06-302026-08-03

GOOGL ALPHABET INC90.8K shares-1.16%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS410.0K shares-2.10%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS610.0K shares-2.52%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR907.3K shares-2.66%2026-06-302026-08-03

SUB ISHARES TR288.3K shares4.67%2026-06-302026-08-03

VB VANGUARD INDEX FDS99.9K shares-3.34%2026-06-302026-08-03

MBB ISHARES TR309.6K shares4.79%2026-06-302026-08-03

Sponsored

IWN ISHARES TR130.2K shares-0.36%2026-06-302026-08-03

IWB ISHARES TR67.0K shares-0.48%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC37.8K shares-3.93%2026-06-302026-08-03

EMR EMERSON ELEC CO190.2K shares-3.11%2026-06-302026-08-03

IAGG ISHARES TR533.1K shares5.11%2026-06-302026-08-03

LRCX LAM RESEARCH CORP59.6K shares-14.89%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR666.8K shares-4.39%2026-06-302026-08-03

DFAE DIMENSIONAL ETF TRUST601.5K shares-0.77%2026-06-302026-08-03

Sponsored

DISV DIMENSIONAL ETF TRUST587.3K shares11.78%2026-06-302026-08-03

HD HOME DEPOT INC66.7K shares-2.31%2026-06-302026-08-03

MUB ISHARES TR215.9K shares0.91%2026-06-302026-08-03

NVDA NVIDIA CORPORATION115.1K shares5.83%2026-06-302026-08-03

WMT WALMART INC188.0K shares-3.31%2026-06-302026-08-03

VOO VANGUARD INDEX FDS30.8K shares5.07%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL42.0K shares6.21%2026-06-302026-08-03

PG PROCTER & GAMBLE CO138.1K shares-4.22%2026-06-302026-08-03

Sponsored

BSV VANGUARD BD INDEX FDS259.8K shares8.99%2026-06-302026-08-03

ASML ASML HLDG NV10.1K shares-3.36%2026-06-302026-08-03

PEP PEPSICO INC146.5K shares-3.85%2026-06-302026-08-03

ABBVIE INC ABBVIE INC78.3K shares1.02%2026-06-302026-08-03

DOV DOVER CORP87.6K shares-1.42%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS265.5K shares7.52%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN85.5K shares-6.61%2026-06-302026-08-03

SCHP SCHWAB STRATEGIC TR695.9K shares-0.77%2026-06-302026-08-03

Sponsored

FLOT ISHARES TR354.3K shares-3.84%2026-06-302026-08-03

MGC VANGUARD WORLD FD66.1K shares-2.07%2026-06-302026-08-03

VO VANGUARD INDEX FDS221.0K shares243.75%2026-06-302026-08-03

ISHARES TR ISHARES TR177.6K shares-4.25%2026-06-302026-08-03

AVEM AMERICAN CENTY ETF TR181.0K shares1.54%2026-06-302026-08-03

OMC OMNICOM GROUP INC233.9K shares-3.93%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS203.1K shares-3.73%2026-06-302026-08-03

IVE ISHARES TR72.1K shares-0.73%2026-06-302026-08-03

Sponsored

DFCF DIMENSIONAL ETF TRUST386.4K shares89.33%2026-06-302026-08-03

ESML ISHARES TR288.3K shares0.32%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP31.4K shares-0.72%2026-06-302026-08-03

DFAX DIMENSIONAL ETF TRUST431.1K shares-2.81%2026-06-302026-08-03

ESGD ISHARES TR146.9K shares-0.89%2026-06-302026-08-03

NVO NOVO-NORDISK A S305.8K shares-7.78%2026-06-302026-08-03

DFAI DIMENSIONAL ETF TRUST352.8K shares-0.54%2026-06-302026-08-03

KO COCA COLA CO176.6K shares-1.99%2026-06-302026-08-03

Sponsored

FTNT FORTINET INC92.6K shares-3.51%2026-06-302026-08-03

CWB SPDR SERIES TRUST130.6K shares-0.62%2026-06-302026-08-03

ORACLE CORP ORACLE CORP96.1K shares-1.72%2026-06-302026-08-03

TGT TARGET CORP107.0K shares-4.53%2026-06-302026-08-03

SBUX STARBUCKS CORP134.8K shares-3.08%2026-06-302026-08-03

VBK VANGUARD INDEX FDS36.0K shares-15.27%2026-06-302026-08-03

VOE VANGUARD INDEX FDS66.5K shares-13.87%2026-06-302026-08-03

SYK STRYKER CORPORATION40.8K shares-3.82%2026-06-302026-08-03

Sponsored

SCHW SCHWAB CHARLES CORP137.9K shares-4.83%2026-06-302026-08-03

DFLV DIMENSIONAL ETF TRUST320.2K shares81.06%2026-06-302026-08-03

VSS VANGUARD INTL EQUITY INDEX F80.8K shares0.04%2026-06-302026-08-03

SUSB ISHARES TR497.7K shares2.04%2026-06-302026-08-03

HUBB HUBBELL INC23.5K shares-1.67%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT97.1K shares-1.53%2026-06-302026-08-03

MGV VANGUARD WORLD FD72.1K shares-3.61%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY30.1K shares-1.52%2026-06-302026-08-03

Sponsored

TFC TRUIST FINL CORP220.0K shares-2.82%2026-06-302026-08-03

VNQ VANGUARD INDEX FDS112.5K shares-0.81%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T50.8K shares1.05%2026-06-302026-08-03

EEMV ISHARES INC142.8K shares-0.73%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION55.6K shares-1.33%2026-06-302026-08-03

STM STMICROELECTRONICS N V136.8K shares-5.30%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS202.4K shares1.35%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP74.3K shares-1.44%2026-06-302026-08-03

Sponsored

DFGP DIMENSIONAL ETF TRUST186.5K shares-0.89%2026-06-302026-08-03

INTC INTEL CORP72.6K shares0.46%2026-06-302026-08-03

QQQ INVESCO QQQ TR13.7K shares-0.40%2026-06-302026-08-03

UL UNILEVER PLC167.4K shares-5.18%2026-06-302026-08-03

IEF ISHARES TR106.1K shares0.10%2026-06-302026-08-03

VRTX VERTEX PHARMACEUTICALS INC20.0K shares-3.15%2026-06-302026-08-03

RWO SPDR INDEX SHS FDS197.9K shares-3.01%2026-06-302026-08-03

VCEB VANGUARD WORLD FD156.7K shares1.27%2026-06-302026-08-03

Sponsored

IWO ISHARES TR24.7K shares0.35%2026-06-302026-08-03

SYY SYSCO CORP114.8K shares-3.87%2026-06-302026-08-03

SLYV SPDR SERIES TRUST87.9K shares-0.05%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC88.3K shares-4.49%2026-06-302026-08-03

ESGU ISHARES TR57.6K shares1.95%2026-06-302026-08-03

ABT ABBOTT LABORATORIES99.1K shares-4.59%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS185.1K shares-3.48%2026-06-302026-08-03

MCD MCDONALDS CORP32.8K shares-5.12%2026-06-302026-08-03

Sponsored

FDX FEDEX CORP28.1K shares-2.54%2026-06-302026-08-03

ESGE ISHARES INC155.7K shares0.21%2026-06-302026-08-03

ITOT ISHARES TR51.0K shares-4.63%2026-06-302026-08-03

DIS DISNEY WALT CO86.3K shares-4.43%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS51.8K shares-1.85%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO88.4K shares-1.92%2026-06-302026-08-03

CAT CATERPILLAR INC7.4K shares6.98%2026-06-302026-08-03

IWR ISHARES TR71.0K shares-0.09%2026-06-302026-08-03

Sponsored

VGT VANGUARD WORLD FD64.9K shares694.85%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR278.7K shares-1.02%2026-06-302026-08-03

SPYV SPDR SERIES TRUST127.0K shares-1.34%2026-06-302026-08-03

AFL AFLAC INC65.5K shares-6.90%2026-06-302026-08-03

IWS ISHARES TR46.2K shares-2.90%2026-06-302026-08-03

IWP ISHARES TR50.8K shares-0.60%2026-06-302026-08-03

VV VANGUARD INDEX FDS21.1K shares-1.93%2026-06-302026-08-03

SPMD SPDR SERIES TRUST106.9K shares0.27%2026-06-302026-08-03

Sponsored

CORP PIMCO ETF TR71.5K sharesnew addition2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR189.0K shares-2.56%2026-06-302026-08-03

LDUR PIMCO ETF TR69.4K sharesnew addition2026-06-302026-08-03

HYMB SPDR SERIES TRUST254.0K shares3.00%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS22.6K shares6.06%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO18.7K shares0.67%2026-06-302026-08-03

DON WISDOMTREE TR109.1K shares-1.15%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC10.9K shares8.13%2026-06-302026-08-03

Sponsored

DFEM DIMENSIONAL ETF TRUST150.2K shares631.51%2026-06-302026-08-03

MRK MERCK & CO INC47.2K shares-3.72%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.5K shares-4.84%2026-06-302026-08-03

ICE INTERCONTINENTAL EXCHANGE IN48.4K shares-4.18%2026-06-302026-08-03

GLD SPDR GOLD TR15.9K shares-4.44%2026-06-302026-08-03

EEM ISHARES TR82.2K shares-1.85%2026-06-302026-08-03

SEIC SEI INVTS CO64.0K shares-3.53%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED10.9K shares-0.16%2026-06-302026-08-03

Sponsored

MCK MCKESSON CORP7.3K shares-1.75%2026-06-302026-08-03

DFAR DIMENSIONAL ETF TRUST207.6K shares2084.26%2026-06-302026-08-03

VXUS VANGUARD STAR FDS63.0K shares-2.06%2026-06-302026-08-03

RIO RIO TINTO PLC56.4K shares-1.14%2026-06-302026-08-03

TSLA TESLA INC12.3K shares-0.50%2026-06-302026-08-03

CVX CHEVRON CORPORATION31.0K shares-3.81%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST57.5K shares-5.32%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 407.0K shares-4.92%2026-06-302026-08-03

Sponsored

SPYG SPDR SERIES TRUST41.5K shares-2.96%2026-06-302026-08-03

VT VANGUARD INTL EQUITY INDEX F30.9K shares-3.42%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC54.8K shares-3.98%2026-06-302026-08-03

J JACOBS SOLUTIONS INC37.5K shares-1.31%2026-06-302026-08-03

GWX SPDR INDEX SHS FDS106.8K shares-0.36%2026-06-302026-08-03

JNK SPDR SERIES TRUST48.5K shares24.07%2026-06-302026-08-03

VUSB VANGUARD BD INDEX FDS93.9K shares-1.15%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC4.0K shares-7.04%2026-06-302026-08-03

Sponsored

IAU ISHARES GOLD TR61.0K shares-4.31%2026-06-302026-08-03

GLW CORNING INC18.0K shares-4.16%2026-06-302026-08-03

EMB ISHARES TR47.5K shares8.32%2026-06-302026-08-03

AKRE PROFESIONALLY MANAGED PORTFO85.7K shares-1.24%2026-06-302026-08-03

IJJ ISHARES TR30.0K shares0.21%2026-06-302026-08-03

BAC BANK OF AMER CORP77.4K shares0.25%2026-06-302026-08-03

OTIS OTIS WORLDWIDE CORP60.6K shares-8.65%2026-06-302026-08-03

AON AON PLC13.0K shares-0.48%2026-06-302026-08-03

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC32.4K shares-3.82%2026-06-302026-08-03

REGN REGENERON PHARMACEUTICALS6.7K shares-1.02%2026-06-302026-08-03

SCHJ SCHWAB STRATEGIC TR165.3K shares-1.23%2026-06-302026-08-03

NOC NORTHROP GRUMMAN CORP8.0K shares-0.06%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.7K shares8.77%2026-06-302026-08-03

NTR NUTRIEN LTD63.9K shares-4.72%2026-06-302026-08-03

AVUV AMERICAN CENTY ETF TR31.6K shares88.80%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC67.6K shares-5.95%2026-06-302026-08-03

Sponsored

DE DEERE & CO6.0K shares-2.78%2026-06-302026-08-03

CVS CVS HEALTH CORP37.1K shares-0.16%2026-06-302026-08-03

VONV VANGUARD SCOTTSDALE FDS35.5K shares-2.12%2026-06-302026-08-03

ESGV VANGUARD WORLD FD28.1K shares0.01%2026-06-302026-08-03

BKNG BOOKING HOLDINGS INC20.7K shares2378.80%2026-06-302026-08-03

GE GE AEROSPACE9.9K shares-2.79%2026-06-302026-08-03

TIP ISHARES TR33.4K shares0.35%2026-06-302026-08-03

UNP UNION PAC CORP13.4K shares-0.51%2026-06-302026-08-03

Sponsored

MDYV SPDR SERIES TRUST37.4K shares0.00%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW27.8K shares-2.19%2026-06-302026-08-03

WMG WARNER MUSIC GROUP CORP128.1K shares-1.64%2026-06-302026-08-03

GD GENERAL DYNAMICS CORP9.7K shares0.74%2026-06-302026-08-03

DFIC DIMENSIONAL ETF TRUST91.9K shares202.10%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC18.7K shares-2.00%2026-06-302026-08-03

CRM SALESFORCE INC21.6K shares-7.91%2026-06-302026-08-03

DFNM DIMENSIONAL ETF TRUST69.1K shares-2.35%2026-06-302026-08-03

Sponsored

GS GOLDMAN SACHS GROUP INC3.3K shares-0.39%2026-06-302026-08-03

IQV IQVIA HLDGS INC17.1K shares3.47%2026-06-302026-08-03

VWOB VANGUARD WHITEHALL FDS49.0K shares2.58%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS I11.2K shares4.77%2026-06-302026-08-03

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CEG CONSTELLATION ENERGY CORP1.9K shares0.37%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL493 sharesnew addition2026-06-302026-08-03

PFF ISHARES TR15.5K shares20.90%2026-06-302026-08-03

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION3.2K shares1.82%2026-06-302026-08-03

Sponsored

PAYX PAYCHEX INC4.7K shares-15.00%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS7.9K shares-4.98%2026-06-302026-08-03

VPU VANGUARD WORLD FD2.4K shares20.85%2026-06-302026-08-03

IXUS ISHARES TR4.8K shares-1.93%2026-06-302026-08-03

SHEL SHELL PLC5.9K shares3.47%2026-06-302026-08-03

DUSB DIMENSIONAL ETF TRUST9.0K sharesnew addition2026-06-302026-08-03

CMCSA COMCAST CORP NEW18.5K shares-80.22%2026-06-302026-08-03

PPA INVESCO EXCHANGE TRADED FD T2.6K shares8.99%2026-06-302026-08-03

Sponsored

LQD ISHARES TR4.1K shares-9.05%2026-06-302026-08-03

NUEM NUSHARES ETF TR10.5K shares0.00%2026-06-302026-08-03

SPG SIMON PPTY GROUP INC NEW2.0K shares1.65%2026-06-302026-08-03

ES EVERSOURCE ENERGY6.0K shares0.02%2026-06-302026-08-03

VANECK ETF TRUST VANECK ETF TRUST5.7K shares-4.78%2026-06-302026-08-03

FELV FIDELITY COVINGTON TRUST10.7K shares0.00%2026-06-302026-08-03

JBL JABIL INC1.1K shares0.36%2026-06-302026-08-03

ZBH ZIMMER BIOMET HOLDINGS INC4.9K shares-7.64%2026-06-302026-08-03

Sponsored

VRSN VERISIGN INC1.7K shares0.00%2026-06-302026-08-03

COWZ PACER FDS TR6.6K shares-4.08%2026-06-302026-08-03

VOYG VOYAGER TECHNOLOGIES INC12.5K shares0.00%2026-06-302026-08-03

FHLC FIDELITY COVINGTON TRUST5.2K shares-0.71%2026-06-302026-08-03

VRT VERTIV HOLDINGS CO1.2K shares-44.31%2026-06-302026-08-03

SLV ISHARES SILVER TR7.4K shares-2.95%2026-06-302026-08-03

BCS BARCLAYS PLC14.6K shares27.10%2026-06-302026-08-03

NULV NUSHARES ETF TR7.8K shares0.00%2026-06-302026-08-03

Sponsored

EFG ISHARES TR3.1K shares3.75%2026-06-302026-08-03

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.4K shares-2.12%2026-06-302026-08-03

CIBR FIRST TR EXCHANGE-TRADED FD4.3K shares1.82%2026-06-302026-08-03

VTEI VANGUARD MUN BD FDS3.8K sharesnew addition2026-06-302026-08-03

VUG

VANGUARD INDEX FDS

519.44%

Shares7.7M

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

3.52%

Shares1.8M

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

2.90%

Shares1.7M

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-1.66%

Shares5.3M

Event2026-06-30

Filed2026-08-03

ISHARES TR

3.39%

Shares3.6M

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

4.59%

Shares2.6M

Event2026-06-30

Filed2026-08-03

AVDV

AMERICAN CENTY ETF TR

7.93%

Shares2.4M

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-3.33%

Shares743.7K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

-0.42%

Shares4.8M

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

0.95%

Shares1.4M

Event2026-06-30

Filed2026-08-03

ISHARES TR

-1.65%

Shares239.8K

Event2026-06-30

Filed2026-08-03

DFAU

DIMENSIONAL ETF TRUST

-2.64%

Shares3.1M

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-1.63%

Shares371.4K

Event2026-06-30

Filed2026-08-03

AVUS

AMERICAN CENTY ETF TR

4.73%

Shares1.1M

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

296.43%

Shares1.1M

Event2026-06-30

Filed2026-08-03

IUSV

ISHARES TR

0.46%

Shares1.2M

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

5.13%

Shares2.3M

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

3.23%

Shares2.3M

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.89%

Shares242.0K

Event2026-06-30

Filed2026-08-03

DFSV

DIMENSIONAL ETF TRUST

6.67%

Shares2.9M

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-5.45%

Shares315.5K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

-1.14%

Shares1.3M

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-9.43%

Shares287.1K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

-3.79%

Shares1.3M

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

-1.00%

Shares1.6M

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

8.04%

Shares1.2M

Event2026-06-30

Filed2026-08-03

IJS

ISHARES TR

-1.97%

Shares697.5K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

-1.20%

Shares359.1K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

-1.64%

Shares626.0K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

-2.20%

Shares331.8K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

-11.91%

Shares654.1K

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

-1.85%

Shares878.3K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.45%

Shares96.2K

Event2026-06-30

Filed2026-08-03

DIHP

DIMENSIONAL ETF TRUST

11.97%

Shares2.1M

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-3.20%

Shares205.3K

Event2026-06-30

Filed2026-08-03

IUSG

ISHARES TR

0.75%

Shares355.0K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

-2.52%

Shares838.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.96%

Shares173.1K

Event2026-06-30

Filed2026-08-03

VONG

VANGUARD SCOTTSDALE FDS

0.12%

Shares500.0K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

-1.23%

Shares761.8K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-0.58%

Shares236.7K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

-2.64%

Shares250.0K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-3.88%

Shares45.6K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

-1.54%

Shares525.2K

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

5.03%

Shares770.6K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

-2.99%

Shares54.2K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-3.62%

Shares204.4K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

-2.17%

Shares155.6K

Event2026-06-30

Filed2026-08-03

VISA INC

-0.99%

Shares126.9K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

0.85%

Shares511.6K

Event2026-06-30

Filed2026-08-03

REET

ISHARES TR

6.98%

Shares1.5M

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

-4.94%

Shares1.4M

Event2026-06-30

Filed2026-08-03

WSM

WILLIAMS SONOMA INC

-5.16%

Shares166.7K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

-2.00%

Shares143.7K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-2.50%

Shares95.2K

Event2026-06-30

Filed2026-08-03

JPUS

J P MORGAN EXCHANGE TRADED F

-3.24%

Shares239.0K

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

-2.73%

Shares367.3K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-1.16%

Shares90.8K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

-2.10%

Shares410.0K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

-2.52%

Shares610.0K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

-2.66%

Shares907.3K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

4.67%

Shares288.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-3.34%

Shares99.9K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

4.79%

Shares309.6K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

-0.36%

Shares130.2K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

-0.48%

Shares67.0K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

-3.93%

Shares37.8K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-3.11%

Shares190.2K

Event2026-06-30

Filed2026-08-03

IAGG

ISHARES TR

5.11%

Shares533.1K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

-14.89%

Shares59.6K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

-4.39%

Shares666.8K

Event2026-06-30

Filed2026-08-03

DFAE

DIMENSIONAL ETF TRUST

-0.77%

Shares601.5K

Event2026-06-30

Filed2026-08-03

DISV

DIMENSIONAL ETF TRUST

11.78%

Shares587.3K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-2.31%

Shares66.7K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

0.91%

Shares215.9K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

5.83%

Shares115.1K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-3.31%

Shares188.0K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

5.07%

Shares30.8K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.21%

Shares42.0K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-4.22%

Shares138.1K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

8.99%

Shares259.8K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

-3.36%

Shares10.1K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-3.85%

Shares146.5K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

1.02%

Shares78.3K

Event2026-06-30

Filed2026-08-03

DOV

DOVER CORP

-1.42%

Shares87.6K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

7.52%

Shares265.5K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

-6.61%

Shares85.5K

Event2026-06-30

Filed2026-08-03

SCHP

SCHWAB STRATEGIC TR

-0.77%

Shares695.9K

Event2026-06-30

Filed2026-08-03

FLOT

ISHARES TR

-3.84%

Shares354.3K

Event2026-06-30

Filed2026-08-03

MGC

VANGUARD WORLD FD

-2.07%

Shares66.1K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

243.75%

Shares221.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-4.25%

Shares177.6K

Event2026-06-30

Filed2026-08-03

AVEM

AMERICAN CENTY ETF TR

1.54%

Shares181.0K

Event2026-06-30

Filed2026-08-03

OMC

OMNICOM GROUP INC

-3.93%

Shares233.9K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

-3.73%

Shares203.1K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

-0.73%

Shares72.1K

Event2026-06-30

Filed2026-08-03

DFCF

DIMENSIONAL ETF TRUST

89.33%

Shares386.4K

Event2026-06-30

Filed2026-08-03

ESML

ISHARES TR

0.32%

Shares288.3K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

-0.72%

Shares31.4K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

-2.81%

Shares431.1K

Event2026-06-30

Filed2026-08-03

ESGD

ISHARES TR

-0.89%

Shares146.9K

Event2026-06-30

Filed2026-08-03

NVO

NOVO-NORDISK A S

-7.78%

Shares305.8K

Event2026-06-30

Filed2026-08-03

DFAI

DIMENSIONAL ETF TRUST

-0.54%

Shares352.8K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

-1.99%

Shares176.6K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

-3.51%

Shares92.6K

Event2026-06-30

Filed2026-08-03

CWB

SPDR SERIES TRUST

-0.62%

Shares130.6K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-1.72%

Shares96.1K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

-4.53%

Shares107.0K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

-3.08%

Shares134.8K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

-15.27%

Shares36.0K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

-13.87%

Shares66.5K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-3.82%

Shares40.8K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

-4.83%

Shares137.9K

Event2026-06-30

Filed2026-08-03

DFLV

DIMENSIONAL ETF TRUST

81.06%

Shares320.2K

Event2026-06-30

Filed2026-08-03

VSS

VANGUARD INTL EQUITY INDEX F

0.04%

Shares80.8K

Event2026-06-30

Filed2026-08-03

SUSB

ISHARES TR

2.04%

Shares497.7K

Event2026-06-30

Filed2026-08-03

HUBB

HUBBELL INC

-1.67%

Shares23.5K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

-1.53%

Shares97.1K

Event2026-06-30

Filed2026-08-03

MGV

VANGUARD WORLD FD

-3.61%

Shares72.1K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY

-1.52%

Shares30.1K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

-2.82%

Shares220.0K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

-0.81%

Shares112.5K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

1.05%

Shares50.8K

Event2026-06-30

Filed2026-08-03

EEMV

ISHARES INC

-0.73%

Shares142.8K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

-1.33%

Shares55.6K

Event2026-06-30

Filed2026-08-03

STM

STMICROELECTRONICS N V

-5.30%

Shares136.8K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

1.35%

Shares202.4K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

-1.44%

Shares74.3K

Event2026-06-30

Filed2026-08-03

DFGP

DIMENSIONAL ETF TRUST

-0.89%

Shares186.5K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

0.46%

Shares72.6K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-0.40%

Shares13.7K

Event2026-06-30

Filed2026-08-03

UNILEVER PLC

-5.18%

Shares167.4K

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

0.10%

Shares106.1K

Event2026-06-30

Filed2026-08-03

VRTX

VERTEX PHARMACEUTICALS INC

-3.15%

Shares20.0K

Event2026-06-30

Filed2026-08-03

RWO

SPDR INDEX SHS FDS

-3.01%

Shares197.9K

Event2026-06-30

Filed2026-08-03

VCEB

VANGUARD WORLD FD

1.27%

Shares156.7K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES TR

0.35%

Shares24.7K

Event2026-06-30

Filed2026-08-03

SYY

SYSCO CORP

-3.87%

Shares114.8K

Event2026-06-30

Filed2026-08-03

SLYV

SPDR SERIES TRUST

-0.05%

Shares87.9K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

-4.49%

Shares88.3K

Event2026-06-30

Filed2026-08-03

ESGU

ISHARES TR

1.95%

Shares57.6K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

-4.59%

Shares99.1K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

-3.48%

Shares185.1K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-5.12%

Shares32.8K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

-2.54%

Shares28.1K

Event2026-06-30

Filed2026-08-03

ESGE

ISHARES INC

0.21%

Shares155.7K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

-4.63%

Shares51.0K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-4.43%

Shares86.3K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

-1.85%

Shares51.8K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

-1.92%

Shares88.4K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

6.98%

Shares7.4K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

-0.09%

Shares71.0K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

694.85%

Shares64.9K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

-1.02%

Shares278.7K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-1.34%

Shares127.0K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

-6.90%

Shares65.5K

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

-2.90%

Shares46.2K

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

-0.60%

Shares50.8K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-1.93%

Shares21.1K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

0.27%

Shares106.9K

Event2026-06-30

Filed2026-08-03

CORP

PIMCO ETF TR

New

Shares71.5K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-2.56%

Shares189.0K

Event2026-06-30

Filed2026-08-03

LDUR

PIMCO ETF TR

New

Shares69.4K

Event2026-06-30

Filed2026-08-03

HYMB

SPDR SERIES TRUST

3.00%

Shares254.0K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

6.06%

Shares22.6K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

0.67%

Shares18.7K

Event2026-06-30

Filed2026-08-03

DON

WISDOMTREE TR

-1.15%

Shares109.1K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

8.13%

Shares10.9K

Event2026-06-30

Filed2026-08-03

DFEM

DIMENSIONAL ETF TRUST

631.51%

Shares150.2K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

-3.72%

Shares47.2K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-4.84%

Shares6.5K

Event2026-06-30

Filed2026-08-03

ICE

INTERCONTINENTAL EXCHANGE IN

-4.18%

Shares48.4K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-4.44%

Shares15.9K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

-1.85%

Shares82.2K

Event2026-06-30

Filed2026-08-03

SEIC

SEI INVTS CO

-3.53%

Shares64.0K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-0.16%

Shares10.9K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP

-1.75%

Shares7.3K

Event2026-06-30

Filed2026-08-03

DFAR

DIMENSIONAL ETF TRUST

2084.26%

Shares207.6K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

-2.06%

Shares63.0K

Event2026-06-30

Filed2026-08-03

RIO

RIO TINTO PLC

-1.14%

Shares56.4K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-0.50%

Shares12.3K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-3.81%

Shares31.0K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

-5.32%

Shares57.5K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

-4.92%

Shares7.0K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-2.96%

Shares41.5K

Event2026-06-30

Filed2026-08-03

VANGUARD INTL EQUITY INDEX F

-3.42%

Shares30.9K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-3.98%

Shares54.8K

Event2026-06-30

Filed2026-08-03

JACOBS SOLUTIONS INC

-1.31%

Shares37.5K

Event2026-06-30

Filed2026-08-03

GWX

SPDR INDEX SHS FDS

-0.36%

Shares106.8K

Event2026-06-30

Filed2026-08-03

JNK

SPDR SERIES TRUST

24.07%

Shares48.5K

Event2026-06-30

Filed2026-08-03

VUSB

VANGUARD BD INDEX FDS

-1.15%

Shares93.9K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-7.04%

Shares4.0K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

-4.31%

Shares61.0K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

-4.16%

Shares18.0K

Event2026-06-30

Filed2026-08-03

EMB

ISHARES TR

8.32%

Shares47.5K

Event2026-06-30

Filed2026-08-03

AKRE

PROFESIONALLY MANAGED PORTFO

-1.24%

Shares85.7K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

0.21%

Shares30.0K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

0.25%

Shares77.4K

Event2026-06-30

Filed2026-08-03

OTIS

OTIS WORLDWIDE CORP

-8.65%

Shares60.6K

Event2026-06-30

Filed2026-08-03

AON

AON PLC

-0.48%

Shares13.0K

Event2026-06-30

Filed2026-08-03

AGILENT TECHNOLOGIES INC

-3.82%

Shares32.4K

Event2026-06-30

Filed2026-08-03

REGN

REGENERON PHARMACEUTICALS

-1.02%

Shares6.7K

Event2026-06-30

Filed2026-08-03

SCHJ

SCHWAB STRATEGIC TR

-1.23%

Shares165.3K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

-0.06%

Shares8.0K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

8.77%

Shares9.7K

Event2026-06-30

Filed2026-08-03

NTR

NUTRIEN LTD

-4.72%

Shares63.9K

Event2026-06-30

Filed2026-08-03

AVUV

AMERICAN CENTY ETF TR

88.80%

Shares31.6K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

-5.95%

Shares67.6K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-2.78%

Shares6.0K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

-0.16%

Shares37.1K

Event2026-06-30

Filed2026-08-03

VONV

VANGUARD SCOTTSDALE FDS

-2.12%

Shares35.5K

Event2026-06-30

Filed2026-08-03

ESGV

VANGUARD WORLD FD

0.01%

Shares28.1K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2378.80%

Shares20.7K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

-2.79%

Shares9.9K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

0.35%

Shares33.4K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

-0.51%

Shares13.4K

Event2026-06-30

Filed2026-08-03

MDYV

SPDR SERIES TRUST

0.00%

Shares37.4K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

-2.19%

Shares27.8K

Event2026-06-30

Filed2026-08-03

WMG

WARNER MUSIC GROUP CORP

-1.64%

Shares128.1K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

0.74%

Shares9.7K

Event2026-06-30

Filed2026-08-03

DFIC

DIMENSIONAL ETF TRUST

202.10%

Shares91.9K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

-2.00%

Shares18.7K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-7.91%

Shares21.6K

Event2026-06-30

Filed2026-08-03

DFNM

DIMENSIONAL ETF TRUST

-2.35%

Shares69.1K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-0.39%

Shares3.3K

Event2026-06-30

Filed2026-08-03

IQV

IQVIA HLDGS INC

3.47%

Shares17.1K

Event2026-06-30

Filed2026-08-03

VWOB

VANGUARD WHITEHALL FDS

2.58%

Shares49.0K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

4.77%

Shares11.2K

Event2026-06-30

Filed2026-08-03

XBI

SPDR SERIES TRUST

0.11%

Shares20.7K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

-1.16%

Shares56.4K

Event2026-06-30

Filed2026-08-03

ADOBE INC

-11.64%

Shares15.8K

Event2026-06-30

Filed2026-08-03

JMSI

J P MORGAN EXCHANGE TRADED F

1.45%

Shares61.9K

Event2026-06-30

Filed2026-08-03

AVLV

AMERICAN CENTY ETF TR

New

Shares33.6K

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares86.7K

Event2026-06-30

Filed2026-08-03

JKHY

HENRY JACK & ASSOC INC

-10.11%

Shares21.3K

Event2026-06-30

Filed2026-08-03

SPYX

SPDR SERIES TRUST

2.09%

Shares47.4K

Event2026-06-30

Filed2026-08-03

CNI

CANADIAN NATL RY CO

1.57%

Shares24.2K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

2.38%

Shares15.6K

Event2026-06-30

Filed2026-08-03

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares34.0K

Event2026-06-30

Filed2026-08-03

LOGI

LOGITECH INTL S A

-0.26%

Shares29.6K

Event2026-06-30

Filed2026-08-03

EPS

WISDOMTREE TR

0.00%

Shares34.9K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

48.23%

Shares32.4K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

-2.86%

Shares2.3K

Event2026-06-30

Filed2026-08-03

PYPL

PAYPAL HLDGS INC

-4.31%

Shares61.4K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

-1.60%

Shares6.2K

Event2026-06-30

Filed2026-08-03

GPN

GLOBAL PMTS INC

-8.40%

Shares36.2K

Event2026-06-30

Filed2026-08-03

DFIS

DIMENSIONAL ETF TRUST

255.21%

Shares74.4K

Event2026-06-30

Filed2026-08-03

GPC

GENUINE PARTS CO

-10.68%

Shares21.7K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

-1.32%

Shares86.9K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

1.59%

Shares13.1K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

5.76%

Shares4.2K

Event2026-06-30

Filed2026-08-03

SPTM

SPDR SERIES TRUST

-0.66%

Shares26.9K

Event2026-06-30

Filed2026-08-03

ALGN

ALIGN TECHNOLOGY INC

-1.03%

Shares14.5K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

-5.17%

Shares20.9K

Event2026-06-30

Filed2026-08-03

EAGG

ISHARES TR

-0.14%

Shares50.9K

Event2026-06-30

Filed2026-08-03

DFSU

DIMENSIONAL ETF TRUST

38.50%

Shares51.5K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

-0.29%

Shares7.5K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

-7.20%

Shares3.1K

Event2026-06-30

Filed2026-08-03

DES

WISDOMTREE TR

-0.52%

Shares55.6K

Event2026-06-30

Filed2026-08-03

BRK.A

BERKSHIRE HATHAWAY INC DEL

-40.00%

Shares3

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

-0.49%

Shares12.1K

Event2026-06-30

Filed2026-08-03

NUSC

NUSHARES ETF TR

0.16%

Shares42.1K

Event2026-06-30

Filed2026-08-03

ZOETIS INC

1.43%

Shares30.4K

Event2026-06-30

Filed2026-08-03

SCHC

SCHWAB STRATEGIC TR

-2.11%

Shares45.4K

Event2026-06-30

Filed2026-08-03

SELECT SECTOR SPDR TR

-11.93%

Shares47.9K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

12.64%

Shares42.8K

Event2026-06-30

Filed2026-08-03

CME

CME GROUP INC

0.74%

Shares9.6K

Event2026-06-30

Filed2026-08-03

VOOV

VANGUARD ADMIRAL FDS INC

-0.08%

Shares9.4K

Event2026-06-30

Filed2026-08-03

SBAC

SBA COMMUNICATIONS CORP

-2.47%

Shares11.6K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

0.64%

Shares4.1K

Event2026-06-30

Filed2026-08-03

FEDEX FGHT HLDG CO INC

New

Shares13.4K

Event2026-06-30

Filed2026-08-03

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-03

QNITY ELECTRONICS INC

-0.12%

Shares11.9K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

-0.58%

Shares9.2K

Event2026-06-30

Filed2026-08-03

JPIE

J P MORGAN EXCHANGE TRADED F

-1.31%

Shares41.2K

Event2026-06-30

Filed2026-08-03

PRF

INVESCO EXCHANGE TRADED FD T

-4.59%

Shares35.1K

Event2026-06-30

Filed2026-08-03

ETSY INC

1.18%

Shares24.2K

Event2026-06-30

Filed2026-08-03

CARR

CARRIER GLOBAL CORPORATION

-1.11%

Shares24.7K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

-2.73%

Shares4.7K

Event2026-06-30

Filed2026-08-03

3M CO

-1.57%

Shares10.8K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.84%

Shares4.1K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

-0.90%

Shares20.6K

Event2026-06-30

Filed2026-08-03

NUE

NUCOR CORP

-21.15%

Shares7.7K

Event2026-06-30

Filed2026-08-03

IBTH

ISHARES TR

0.00%

Shares76.9K

Event2026-06-30

Filed2026-08-03

LOEWS CORP

0.01%

Shares15.0K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

4.22%

Shares6.3K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN INC DEL

-0.89%

Shares52.9K

Event2026-06-30

Filed2026-08-03

VGUS

VANGUARD INSTL INDEX FD

512.97%

Shares22.2K

Event2026-06-30

Filed2026-08-03

IJT

ISHARES TR

-6.16%

Shares9.3K

Event2026-06-30

Filed2026-08-03

IBTG

ISHARES TR

0.00%

Shares72.6K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

1.66%

Shares19.9K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

-3.15%

Shares3.1K

Event2026-06-30

Filed2026-08-03

DFSD

DIMENSIONAL ETF TRUST

3.77%

Shares33.9K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

-2.58%

Shares7.7K

Event2026-06-30

Filed2026-08-03

ELECTRONIC ARTS INC

-19.85%

Shares7.5K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

-2.06%

Shares2.1K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

7.51%

Shares21.4K

Event2026-06-30

Filed2026-08-03

ISCF

ISHARES TR

0.00%

Shares34.7K

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

-3.38%

Shares41.1K

Event2026-06-30

Filed2026-08-03

BIL

SPDR SERIES TRUST

-3.81%

Shares15.8K

Event2026-06-30

Filed2026-08-03

AVGE

AMERICAN CENTY ETF TR

46.88%

Shares14.6K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

FND

FLOOR & DECOR HLDGS INC

74.84%

Shares24.1K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

3.14%

Shares26.4K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

HBAN

HUNTINGTON BANCSHARES INC

-1.16%

Shares72.2K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

2.20%

Shares12.2K

Event2026-06-30

Filed2026-08-03

IWC

ISHARES TR

-3.10%

Shares6.3K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

1.46%

Shares8.2K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

-0.07%

Shares17.1K

Event2026-06-30

Filed2026-08-03

VOOG

VANGUARD ADMIRAL FDS INC

497.87%

Shares14.9K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-1.46%

Shares50.9K

Event2026-06-30

Filed2026-08-03

FIW

FIRST TR EXCHANGE-TRADED FD

-1.75%

Shares11.1K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-35.63%

Shares4.0K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares5.3K

Event2026-06-30

Filed2026-08-03

JEF

JEFFERIES FINANCIAL GROUP IN

-7.04%

Shares23.9K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

1.12%

Shares25.0K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

6.15%

Shares37.5K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

-12.44%

Shares3.9K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares5.3K

Event2026-06-30

Filed2026-08-03

VSGX

VANGUARD WORLD FD

0.27%

Shares14.2K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares50.2K

Event2026-06-30

Filed2026-08-03

INFY

INFOSYS LTD

-15.76%

Shares110.1K

Event2026-06-30

Filed2026-08-03

SHM

SPDR SERIES TRUST

0.15%

Shares24.1K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

-1.14%

Shares6.1K

Event2026-06-30

Filed2026-08-03

DFIP

DIMENSIONAL ETF TRUST

116.11%

Shares27.7K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

-7.90%

Shares3.9K

Event2026-06-30

Filed2026-08-03

DUPONT DE NEMOURS INC

New

Shares8.3K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

-56.24%

Shares9.5K

Event2026-06-30

Filed2026-08-03

VAW

VANGUARD WORLD FD

-2.38%

Shares4.9K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

-3.60%

Shares18.9K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

-6.15%

Shares11.4K

Event2026-06-30

Filed2026-08-03

AT&T INC

-1.92%

Shares52.3K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

6.64%

Shares4.3K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

-10.84%

Shares8.6K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

-21.55%

Shares5.6K

Event2026-06-30

Filed2026-08-03

SGOV

ISHARES TR

11.92%

Shares10.5K

Event2026-06-30

Filed2026-08-03

FNDF

SCHWAB STRATEGIC TR

22.30%

Shares20.1K

Event2026-06-30

Filed2026-08-03

DFGR

DIMENSIONAL ETF TRUST

-2.26%

Shares36.5K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

-22.16%

Shares6.2K

Event2026-06-30

Filed2026-08-03

PRU

PRUDENTIAL FINL INC

-14.41%

Shares9.7K

Event2026-06-30

Filed2026-08-03

EMNT

PIMCO ETF TR

-1.21%

Shares10.5K

Event2026-06-30

Filed2026-08-03

DGRO

ISHARES TR

17.02%

Shares13.4K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

4.75%

Shares3.3K

Event2026-06-30

Filed2026-08-03

DFSE

DIMENSIONAL ETF TRUST

22.58%

Shares20.1K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

0.06%

Shares4.9K

Event2026-06-30

Filed2026-08-03

VCR

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

-3.35%

Shares9.6K

Event2026-06-30

Filed2026-08-03

FLEX

FLEX LTD

0.03%

Shares6.0K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

-3.14%

Shares4.4K

Event2026-06-30

Filed2026-08-03

BOEING CO

2.22%

Shares4.5K

Event2026-06-30

Filed2026-08-03

DUHP

DIMENSIONAL ETF TRUST

2.71%

Shares23.1K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

-0.22%

Shares1.3K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

23.90%

Shares6.1K

Event2026-06-30

Filed2026-08-03

DFSI

DIMENSIONAL ETF TRUST

21.83%

Shares21.1K

Event2026-06-30

Filed2026-08-03

VDE

VANGUARD WORLD FD

-1.56%

Shares6.3K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP

2.32%

Shares11.7K

Event2026-06-30

Filed2026-08-03

AVSC

AMERICAN CENTY ETF TR

New

Shares12.8K

Event2026-06-30

Filed2026-08-03

CPRX

CATALYST PHARMACEUTICALS INC

New

Shares29.4K

Event2026-06-30

Filed2026-08-03

PAYC

PAYCOM SOFTWARE INC

-24.47%

Shares7.4K

Event2026-06-30

Filed2026-08-03

IYJ

ISHARES TR

-0.02%

Shares5.5K

Event2026-06-30

Filed2026-08-03

ROST

ROSS STORES INC

-0.21%

Shares4.3K

Event2026-06-30

Filed2026-08-03

ICF

ISHARES TR

-1.39%

Shares13.6K

Event2026-06-30

Filed2026-08-03

XSD

SPDR SERIES TRUST

0.41%

Shares1.5K

Event2026-06-30

Filed2026-08-03

FNDA

SCHWAB STRATEGIC TR

13.54%

Shares24.0K

Event2026-06-30

Filed2026-08-03

DFSB

DIMENSIONAL ETF TRUST

29.15%

Shares17.1K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-03

VHT

VANGUARD WORLD FD

-0.20%

Shares2.9K

Event2026-06-30

Filed2026-08-03

IJK

ISHARES TR

-5.54%

Shares7.5K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

4.19%

Shares20.7K

Event2026-06-30

Filed2026-08-03

DWM

WISDOMTREE TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

-3.53%

Shares3.5K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

2.04%

Shares23.3K

Event2026-06-30

Filed2026-08-03

AOA

ISHARES TR

0.09%

Shares8.8K

Event2026-06-30

Filed2026-08-03

DGS

WISDOMTREE TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-03

CIEN

CIENA CORP

2.08%

Shares1.7K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

12.27%

Shares1.6K

Event2026-06-30

Filed2026-08-03

VONE

VANGUARD SCOTTSDALE FDS

0.63%

Shares2.4K

Event2026-06-30

Filed2026-08-03

WYNDHAM HOTELS & RESORTS INC

1.37%

Shares9.6K

Event2026-06-30

Filed2026-08-03

HSY

HERSHEY CO

-3.07%

Shares4.6K

Event2026-06-30

Filed2026-08-03

SUSA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-03

WSFS

WSFS FINL CORP

1.56%

Shares10.4K

Event2026-06-30

Filed2026-08-03

FBNC

FIRST BANCORP N C

1.01%

Shares12.4K

Event2026-06-30

Filed2026-08-03

AOK

ISHARES TR

0.00%

Shares19.0K

Event2026-06-30

Filed2026-08-03

TTE

TOTALENERGIES SE

9.95%

Shares10.1K

Event2026-06-30

Filed2026-08-03

YUM

YUM BRANDS INC

-11.83%

Shares4.9K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

13.96%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SPIP

SPDR SERIES TRUST

-0.28%

Shares30.2K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

11.51%

Shares2.3K

Event2026-06-30

Filed2026-08-03

ONEQ

FIDELITY COMWLTH TR

-7.41%

Shares7.3K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

2.56%

Shares5.2K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

0.41%

Shares2.2K

Event2026-06-30

Filed2026-08-03

ENB

ENBRIDGE INC

8.62%

Shares13.4K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

-30.56%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VGSR

MANAGER DIRECTED PORTFOLIOS

-2.77%

Shares63.5K

Event2026-06-30

Filed2026-08-03

EBAY

EBAY INC.

-16.74%

Shares6.4K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

3.49%

Shares4.2K

Event2026-06-30

Filed2026-08-03

VOX

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-08-03

AIQ

GLOBAL X FDS

41.24%

Shares10.8K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

-2.24%

Shares5.2K

Event2026-06-30

Filed2026-08-03

DXJ

WISDOMTREE TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

SPXN

PROSHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-03

AVTR

AVANTOR INC

0.00%

Shares70.8K

Event2026-06-30

Filed2026-08-03

IYF

ISHARES TR

5.90%

Shares5.5K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

7.36%

Shares12.7K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

1.13%

Shares9.8K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

-7.22%

Shares11.0K

Event2026-06-30

Filed2026-08-03

DOW

DOW HLDGS INC

1.33%

Shares24.1K

Event2026-06-30

Filed2026-08-03

ORLY

OREILLY AUTOMOTIVE INC

4.74%

Shares7.1K

Event2026-06-30

Filed2026-08-03

AVRE

AMERICAN CENTY ETF TR

New

Shares13.6K

Event2026-06-30

Filed2026-08-03

ROK

ROCKWELL AUTOMATION INC

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VMBS

VANGUARD SCOTTSDALE FDS

-0.77%

Shares13.7K

Event2026-06-30

Filed2026-08-03

AME

AMETEK INC

-0.19%

Shares2.6K

Event2026-06-30

Filed2026-08-03

UFPI

UFP INDUSTRIES INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

-30.99%

Shares7.7K

Event2026-06-30

Filed2026-08-03

WST

WEST PHARMACEUTICAL SVSC INC

-36.30%

Shares1.8K

Event2026-06-30

Filed2026-08-03

DFAW

DIMENSIONAL ETF TRUST

44.71%

Shares7.6K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

0.20%

Shares981

Event2026-06-30

Filed2026-08-03

OXY

OCCIDENTAL PETE CORP

-2.02%

Shares12.9K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-0.32%

Shares11.7K

Event2026-06-30

Filed2026-08-03

USHY

ISHARES TR

-3.27%

Shares16.9K

Event2026-06-30

Filed2026-08-03

IBTI

ISHARES TR

0.00%

Shares28.0K

Event2026-06-30

Filed2026-08-03

EEMX

SPDR INDEX SHS FDS

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-03

AVIV

AMERICAN CENTY ETF TR

New

Shares8.0K

Event2026-06-30

Filed2026-08-03

JOBY

JOBY AVIATION INC

4.69%

Shares67.0K

Event2026-06-30

Filed2026-08-03

DEO

DIAGEO PLC

1.81%

Shares7.3K

Event2026-06-30

Filed2026-08-03

BHRB

BURKE HERBERT FINL SVCS CORP

13.89%

Shares8.2K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

12.90%

Shares1.5K

Event2026-06-30

Filed2026-08-03

ICVT

ISHARES TR

6.83%

Shares4.8K

Event2026-06-30

Filed2026-08-03

VTWG

VANGUARD SCOTTSDALE FDS

0.15%

Shares2.0K

Event2026-06-30

Filed2026-08-03

ODFL

OLD DOMINION FREIGHT LINE IN

-0.11%

Shares2.7K

Event2026-06-30

Filed2026-08-03

STT

STATE STR CORP

0.09%

Shares3.4K

Event2026-06-30

Filed2026-08-03

IYR

ISHARES TR

-3.75%

Shares5.7K

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

0.09%

Shares2.3K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT

-1.83%

Shares2.2K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

0.02%

Shares6.1K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-03

PKG

PACKAGING CORP AMER

3.42%

Shares2.4K

Event2026-06-30

Filed2026-08-03

VIOO

VANGUARD ADMIRAL FDS INC

-18.66%

Shares4.0K

Event2026-06-30

Filed2026-08-03

FLRN

SPDR SERIES TRUST

0.24%

Shares17.6K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

2.47%

Shares3.1K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

-0.90%

Shares550

Event2026-06-30

Filed2026-08-03

AZO

AUTOZONE INC

-2.33%

Shares168

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

0.04%

Shares2.3K

Event2026-06-30

Filed2026-08-03

BDX

BECTON DICKINSON & CO

-6.13%

Shares3.5K

Event2026-06-30

Filed2026-08-03

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-03

AEM

AGNICO EAGLE MINES LTD

1.77%

Shares3.4K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC

-0.27%

Shares1.9K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

-0.42%

Shares15.7K

Event2026-06-30

Filed2026-08-03

SAP

SAP SE

-9.56%

Shares3.4K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

10.76%

Shares1.5K

Event2026-06-30

Filed2026-08-03

AMERIPRISE FINL INC

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

5.40%

Shares3.6K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

4.46%

Shares3.2K

Event2026-06-30

Filed2026-08-03

KEYS

KEYSIGHT TECHNOLOGIES INC

0.85%

Shares1.4K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

10.08%

Shares1.0K

Event2026-06-30

Filed2026-08-03

ACWI

ISHARES TR

-0.88%

Shares3.2K

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC

0.92%

Shares2.2K

Event2026-06-30

Filed2026-08-03

SPLV

INVESCO EXCH TRADED FD TR II

-15.59%

Shares6.6K

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

21.11%

Shares15.8K

Event2026-06-30

Filed2026-08-03

WSO

WATSCO INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC

37.17%

Shares7.7K

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC

12.57%

Shares2.9K

Event2026-06-30

Filed2026-08-03

PSTP

INNOVATOR ETFS TRUST

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

0.05%

Shares1.9K

Event2026-06-30

Filed2026-08-03

PPG

PPG INDS INC

-3.17%

Shares3.9K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

0.37%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares493

Event2026-06-30

Filed2026-08-03

PFF

ISHARES TR

20.90%

Shares15.5K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

1.82%

Shares3.2K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

-15.00%

Shares4.7K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

-4.98%

Shares7.9K

Event2026-06-30

Filed2026-08-03

VPU

VANGUARD WORLD FD

20.85%

Shares2.4K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-1.93%

Shares4.8K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

3.47%

Shares5.9K

Event2026-06-30

Filed2026-08-03

DUSB

DIMENSIONAL ETF TRUST

New

Shares9.0K

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP NEW

-80.22%

Shares18.5K

Event2026-06-30

Filed2026-08-03

PPA

INVESCO EXCHANGE TRADED FD T

8.99%

Shares2.6K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

-9.05%

Shares4.1K

Event2026-06-30

Filed2026-08-03

NUEM

NUSHARES ETF TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-03

SPG

SIMON PPTY GROUP INC NEW

1.65%

Shares2.0K

Event2026-06-30

Filed2026-08-03

EVERSOURCE ENERGY

0.02%

Shares6.0K

Event2026-06-30

Filed2026-08-03

VANECK ETF TRUST

-4.78%

Shares5.7K

Event2026-06-30

Filed2026-08-03

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-03

JBL

JABIL INC

0.36%

Shares1.1K

Event2026-06-30

Filed2026-08-03

ZBH

ZIMMER BIOMET HOLDINGS INC

-7.64%

Shares4.9K

Event2026-06-30

Filed2026-08-03

VRSN

VERISIGN INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

COWZ

PACER FDS TR

-4.08%

Shares6.6K

Event2026-06-30

Filed2026-08-03

VOYG

VOYAGER TECHNOLOGIES INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-08-03

FHLC

FIDELITY COVINGTON TRUST

-0.71%

Shares5.2K

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO

-44.31%

Shares1.2K

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

-2.95%

Shares7.4K

Event2026-06-30

Filed2026-08-03

BCS

BARCLAYS PLC

27.10%

Shares14.6K

Event2026-06-30

Filed2026-08-03

NULV

NUSHARES ETF TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

3.75%

Shares3.1K

Event2026-06-30

Filed2026-08-03

LABCORP HOLDINGS INC

-2.12%

Shares1.4K

Event2026-06-30

Filed2026-08-03

CIBR

FIRST TR EXCHANGE-TRADED FD

1.82%

Shares4.3K

Event2026-06-30

Filed2026-08-03

VTEI

VANGUARD MUN BD FDS

New

Shares3.8K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available