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The Analysis of Moisand Fitzgerald Tamayo, LLC's Holdings & P&L

Currently, Moisand Fitzgerald Tamayo, LLC holds 535 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in SCHR (+177.2K shares, valued at $4.4M), SCHO (+161.4K shares, valued at $3.9M), DFAI (+94.0K shares, valued at $3.9M); decreased their positions in DFUV (-9.5K shares, valued at $521.6K), N/A (-463 shares, valued at $346.7K), VOO (-490 shares, valued at $336.5K); initiated new positions in FFLC (+10.9K shares, valued at $639.9K), FBTC (+2.9K shares, valued at $145.5K), ITOT (+645 shares, valued at $106.0K).

1M P&L

+22.3M+2.27%

3M P&L

+30.6M+3.14%

HY P&L

+40.7M+4.22%

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/A951.2M

96.3%

2Semiconductors4.4M

0.5%

3Semiconductor Equipment & Materials4.0M

0.4%

Top Industries by Stock Count

1N/A191 stocks

39.5%

2Banks - Regional12 stocks

2.5%

3Aerospace & Defense10 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST3.7M shares2.61%2026-06-302026-07-13

AVLV AMERICAN CENTY ETF TR1.4M shares-0.14%2026-06-302026-07-13

SCHR SCHWAB STRATEGIC TR4.1M shares4.55%2026-06-302026-07-13

SCHO SCHWAB STRATEGIC TR4.1M shares4.12%2026-06-302026-07-13

DFAS DIMENSIONAL ETF TRUST979.6K shares0.95%2026-06-302026-07-13

AVUV AMERICAN CENTY ETF TR631.6K shares-0.20%2026-06-302026-07-13

AVDV AMERICAN CENTY ETF TR384.0K shares1.53%2026-06-302026-07-13

DFAR DIMENSIONAL ETF TRUST1.5M shares0.75%2026-06-302026-07-13

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AVMV AMERICAN CENTY ETF TR453.5K shares1.97%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST535.1K shares-1.74%2026-06-302026-07-13

DFAE DIMENSIONAL ETF TRUST590.1K shares0.40%2026-06-302026-07-13

ISHARES TR ISHARES TR22.4K shares-2.02%2026-06-302026-07-13

VOO VANGUARD INDEX FDS20.7K shares-2.32%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST187.1K shares-1.62%2026-06-302026-07-13

DFAX DIMENSIONAL ETF TRUST291.1K shares-0.83%2026-06-302026-07-13

SCHM SCHWAB STRATEGIC TR259.9K shares-1.71%2026-06-302026-07-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS17.5K shares3.95%2026-06-302026-07-13

BOXX EA SERIES TRUST53.2K shares4.29%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST69.9K shares-4.02%2026-06-302026-07-13

IWB ISHARES TR12.7K shares-2.31%2026-06-302026-07-13

DFIC DIMENSIONAL ETF TRUST129.7K shares-2.19%2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST86.9K shares-2.41%2026-06-302026-07-13

AVDE AMERICAN CENTY ETF TR49.7K shares-1.21%2026-06-302026-07-13

VTV VANGUARD INDEX FDS19.8K shares-0.17%2026-06-302026-07-13

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VO VANGUARD INDEX FDS51.7K shares296.98%2026-06-302026-07-13

SCHH SCHWAB STRATEGIC TR167.9K shares-1.43%2026-06-302026-07-13

LRCX LAM RESEARCH CORP9.1K shares0.00%2026-06-302026-07-13

AAPL APPLE INC11.9K shares-8.75%2026-06-302026-07-13

DFUS DIMENSIONAL ETF TRUST41.0K shares0.83%2026-06-302026-07-13

SCHF SCHWAB STRATEGIC TR111.6K shares-2.97%2026-06-302026-07-13

NVDA NVIDIA CORPORATION15.1K shares-0.01%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F35.1K shares0.01%2026-06-302026-07-13

Sponsored

VB VANGUARD INDEX FDS9.0K shares0.95%2026-06-302026-07-13

SPMD SPDR SERIES TRUST39.1K shares-1.99%2026-06-302026-07-13

SCHA SCHWAB STRATEGIC TR68.9K shares-2.21%2026-06-302026-07-13

DFSV DIMENSIONAL ETF TRUST62.2K shares-0.33%2026-06-302026-07-13

IWV ISHARES TR5.5K shares0.00%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR78.8K shares-0.68%2026-06-302026-07-13

BSV VANGUARD BD INDEX FDS27.3K shares1.29%2026-06-302026-07-13

BIV VANGUARD BD INDEX FDS27.2K shares-0.11%2026-06-302026-07-13

Sponsored

SCHV SCHWAB STRATEGIC TR59.9K shares-0.97%2026-06-302026-07-13

AVSC AMERICAN CENTY ETF TR26.9K shares-0.48%2026-06-302026-07-13

MSFT MICROSOFT CORP5.1K shares2.64%2026-06-302026-07-13

IWC ISHARES TR8.9K shares-0.08%2026-06-302026-07-13

DISV DIMENSIONAL ETF TRUST42.9K shares0.00%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.3K shares0.00%2026-06-302026-07-13

IVE ISHARES TR6.9K shares-0.92%2026-06-302026-07-13

SLYV SPDR SERIES TRUST13.5K shares-1.44%2026-06-302026-07-13

Sponsored

LHX L3HARRIS TECHNOLOGIES INC5.0K shares0.00%2026-06-302026-07-13

IWM ISHARES TR4.4K shares-2.14%2026-06-302026-07-13

VBR VANGUARD INDEX FDS5.2K shares0.02%2026-06-302026-07-13

IJR ISHARES TR7.9K shares-0.03%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP8.5K shares0.91%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON4.5K shares-1.21%2026-06-302026-07-13

VV VANGUARD INDEX FDS3.1K shares-0.26%2026-06-302026-07-13

DE DEERE & CO1.7K shares0.00%2026-06-302026-07-13

Sponsored

WWD WOODWARD INC2.3K shares0.00%2026-06-302026-07-13

USRT ISHARES TR14.6K shares-0.94%2026-06-302026-07-13

IJH ISHARES TR12.6K shares0.01%2026-06-302026-07-13

SCHC SCHWAB STRATEGIC TR17.7K shares-4.51%2026-06-302026-07-13

SGOV ISHARES TR8.4K shares0.91%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2026-06-302026-07-13

EFA ISHARES TR8.0K shares-0.31%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO2.4K shares2.05%2026-06-302026-07-13

Sponsored

DFEV DIMENSIONAL ETF TRUST17.8K shares0.83%2026-06-302026-07-13

TXN TEXAS INSTRS INC2.5K shares-2.42%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS7.8K shares-0.36%2026-06-302026-07-13

HLT HILTON WORLDWIDE HLDGS INC2.1K shares0.00%2026-06-302026-07-13

TSLA TESLA INC1.6K shares355.11%2026-06-302026-07-13

KO COCA COLA CO8.2K shares1.98%2026-06-302026-07-13

VLO VALERO ENERGY CORP2.5K shares-2.02%2026-06-302026-07-13

FFLC FIDELITY COVINGTON TRUST10.9K sharesnew addition2026-06-302026-07-13

Sponsored

DFAC DIMENSIONAL ETF TRUST13.9K shares1.37%2026-06-302026-07-13

TFC TRUIST FINL CORP11.9K shares-4.96%2026-06-302026-07-13

SCZ ISHARES TR7.0K shares0.13%2026-06-302026-07-13

AVIV AMERICAN CENTY ETF TR7.4K shares-9.26%2026-06-302026-07-13

WEC WEC ENERGY GROUP INC4.9K shares0.00%2026-06-302026-07-13

DLN WISDOMTREE TR5.7K shares0.00%2026-06-302026-07-13

ORACLE CORP ORACLE CORP3.6K shares8.76%2026-06-302026-07-13

IVW ISHARES TR3.6K shares-0.36%2026-06-302026-07-13

Sponsored

CRH CRH PLC4.6K shares0.00%2026-06-302026-07-13

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.5K shares0.00%2026-06-302026-07-13

TJX TJX COS INC NEW3.1K shares-2.59%2026-06-302026-07-13

DIS DISNEY WALT CO4.8K shares-2.52%2026-06-302026-07-13

PANW PALO ALTO NETWORKS INC1.3K shares0.00%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS8.7K shares-2.68%2026-06-302026-07-13

HD HOME DEPOT INC1.2K shares0.25%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC4.8K shares3.02%2026-06-302026-07-13

Sponsored

WMT WALMART INC3.8K shares0.00%2026-06-302026-07-13

VSS VANGUARD INTL EQUITY INDEX F2.7K shares7.47%2026-06-302026-07-13

RWR SPDR SERIES TRUST3.7K shares-0.16%2026-06-302026-07-13

AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2026-06-302026-07-13

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC5.0K shares0.00%2026-06-302026-07-13

JBL JABIL INC1.0K shares0.00%2026-06-302026-07-13

IWN ISHARES TR1.8K shares0.00%2026-06-302026-07-13

VBK VANGUARD INDEX FDS996 shares0.00%2026-06-302026-07-13

Sponsored

LLY ELI LILLY & CO289 shares0.00%2026-06-302026-07-13

NOC NORTHROP GRUMMAN CORP675 shares0.00%2026-06-302026-07-13

AVUS AMERICAN CENTY ETF TR2.6K shares0.00%2026-06-302026-07-13

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-06-302026-07-13

QCOM QUALCOMM INC1.7K shares-2.94%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS4.4K shares49.46%2026-06-302026-07-13

SBUX STARBUCKS CORP3.0K shares0.00%2026-06-302026-07-13

SCCO SOUTHERN COPPER CORP1.8K shares0.96%2026-06-302026-07-13

Sponsored

QQQ INVESCO QQQ TR419 shares140.80%2026-06-302026-07-13

GOOG ALPHABET INC869 shares4.45%2026-06-302026-07-13

DIA STATE STR SPDR DOW JONES IND549 shares0.00%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC475 shares0.00%2026-06-302026-07-13

SPTI SPDR SERIES TRUST9.0K shares0.00%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC451 shares2.04%2026-06-302026-07-13

AMZN AMAZON COM INC1.0K shares-4.23%2026-06-302026-07-13

OEF ISHARES TR676 shares0.00%2026-06-302026-07-13

Sponsored

QVAL EA SERIES TRUST4.4K shares0.00%2026-06-302026-07-13

VGT VANGUARD WORLD FD2.0K shares700.00%2026-06-302026-07-13

SPSM SPDR SERIES TRUST4.1K shares-1.73%2026-06-302026-07-13

GOOGL ALPHABET INC658 shares5.11%2026-06-302026-07-13

DVY ISHARES TR1.5K shares0.00%2026-06-302026-07-13

BITB BITWISE BITCOIN ETF TR7.1K shares0.03%2026-06-302026-07-13

EFV ISHARES TR2.9K shares-0.64%2026-06-302026-07-13

GEV GE VERNOVA INC185 shares0.00%2026-06-302026-07-13

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.2K shares0.00%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS913 shares32.70%2026-06-302026-07-13

MCD MCDONALDS CORP798 shares4.45%2026-06-302026-07-13

T AT&T INC10.3K shares0.00%2026-06-302026-07-13

COP CONOCOPHILLIPS2.0K shares0.00%2026-06-302026-07-13

PFE PFIZER INC7.8K shares0.00%2026-06-302026-07-13

SPYV SPDR SERIES TRUST3.1K shares-6.98%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO566 shares14.11%2026-06-302026-07-13

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IWD ISHARES TR763 shares0.00%2026-06-302026-07-13

FTEC FIDELITY COVINGTON TRUST609 shares0.00%2026-06-302026-07-13

CVX CHEVRON CORPORATION1.0K shares0.00%2026-06-302026-07-13

DRI DARDEN RESTAURANTS INC730 shares0.00%2026-06-302026-07-13

MUB ISHARES TR1.4K shares41.28%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC3.5K shares0.00%2026-06-302026-07-13

FBTC FIDELITY WISE ORIGIN BITCOIN2.9K sharesnew addition2026-06-302026-07-13

CAT CATERPILLAR INC136 shares0.00%2026-06-302026-07-13

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UCB UNITED CMNTY BKS BLAIRSVLE G4.1K shares0.00%2026-06-302026-07-13

XLK SELECT SECTOR SPDR TR744 shares0.00%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR4.8K shares0.27%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC331 shares0.00%2026-06-302026-07-13

SBSI SOUTHSIDE BANCSHARES INC3.8K shares0.00%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS475 shares7.22%2026-06-302026-07-13

DES WISDOMTREE TR3.2K shares0.00%2026-06-302026-07-13

EFG ISHARES TR1.1K shares0.00%2026-06-302026-07-13

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SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-07-13

ETHA ISHARES ETHEREUM TR10.8K shares0.00%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC1.0K shares17.95%2026-06-302026-07-13

ICF ISHARES TR1.8K shares0.00%2026-06-302026-07-13

PG PROCTER & GAMBLE CO819 shares-5.86%2026-06-302026-07-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND957 shares-1.85%2026-06-302026-07-13

FAS DIREXION SHARES ETF TRUST800 shares0.00%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F2.0K shares0.05%2026-06-302026-07-13

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IJS ISHARES TR829 shares0.00%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION120 shares0.00%2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L3.0K shares0.00%2026-06-302026-07-13

RTX CORPORATION RTX CORPORATION564 shares20.26%2026-06-302026-07-13

ITOT ISHARES TR645 sharesnew addition2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP332 shares0.00%2026-06-302026-07-13

GWX SPDR INDEX SHS FDS2.4K shares-7.41%2026-06-302026-07-13

MS MORGAN STANLEY491 shares30.24%2026-06-302026-07-13

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UNP UNION PAC CORP371 shares27.05%2026-06-302026-07-13

XLP SELECT SECTOR SPDR TR1.2K shares0.00%2026-06-302026-07-13

VRTX VERTEX PHARMACEUTICALS INC200 shares0.00%2026-06-302026-07-13

GE GE AEROSPACE262 shares0.00%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW763 shares0.00%2026-06-302026-07-13

FCF FIRST COMWLTH FINL CORP PA4.7K shares0.00%2026-06-302026-07-13

BROADCOM INC BROADCOM INC252 shares80.00%2026-06-302026-07-13

ISHARES TR ISHARES TR967 shares189.52%2026-06-302026-07-13

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ABBVIE INC ABBVIE INC362 shares23.13%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC90 shares0.00%2026-06-302026-07-13

GIS GENERAL MILLS INC2.5K shares0.00%2026-06-302026-07-13

NXP NUVEEN SELECT TAX-FREE INCOM5.9K shares0.00%2026-06-302026-07-13

SERVICENOW INC SERVICENOW INC850 shares16.44%2026-06-302026-07-13

BAC BANK OF AMER CORP1.4K shares0.07%2026-06-302026-07-13

TT TRANE TECHNOLOGIES PLC164 shares21.48%2026-06-302026-07-13

ANET ARISTA NETWORKS INC460 shares0.00%2026-06-302026-07-13

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LMT LOCKHEED MARTIN CORP153 shares0.00%2026-06-302026-07-13

CSX CSX CORP1.6K shares0.00%2026-06-302026-07-13

IMCG ISHARES TR774 shares0.00%2026-06-302026-07-13

LIN LINDE PLC145 shares23.93%2026-06-302026-07-13

NCLH NORWEGIAN CRUISE LINE HLDGS3.5K shares0.00%2026-06-302026-07-13

AVGE AMERICAN CENTY ETF TR749 shares2.18%2026-06-302026-07-13

QQQM INVESCO EXCH TRADED FD TR II237 shares0.00%2026-06-302026-07-13

MDLZ MONDELEZ INTL INC1.2K shares0.00%2026-06-302026-07-13

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WFC WELLS FARGO & CO804 shares0.00%2026-06-302026-07-13

WBD WARNER BROS DISCOVERY INC2.5K shares0.00%2026-06-302026-07-13

TD TORONTO DOMINION BK ONT541 shares0.00%2026-06-302026-07-13

DSI ISHARES TR461 shares0.00%2026-06-302026-07-13

PSX PHILLIPS 66385 shares0.00%2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.890 shares9.88%2026-06-302026-07-13

XBI SPDR SERIES TRUST400 shares0.00%2026-06-302026-07-13

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD655 shares7.38%2026-06-302026-07-13

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FUL FULLER H B CO1.0K shares0.00%2026-06-302026-07-13

CRWV COREWEAVE INC584 shares0.00%2026-06-302026-07-13

PRU PRUDENTIAL FINL INC533 shares0.00%2026-06-302026-07-13

ETN EATON CORP PLC134 shares45.65%2026-06-302026-07-13

LOW LOWES COS INC253 shares0.00%2026-06-302026-07-13

IUSV ISHARES TR505 shares0.00%2026-06-302026-07-13

DFAU DIMENSIONAL ETF TRUST1.1K shares0.00%2026-06-302026-07-13

PEP PEPSICO INC403 shares0.50%2026-06-302026-07-13

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IUSG ISHARES TR284 shares0.00%2026-06-302026-07-13

XLC SELECT SECTOR SPDR TR495 shares0.00%2026-06-302026-07-13

IXUS ISHARES TR547 shares0.00%2026-06-302026-07-13

GSLC GOLDMAN SACHS ETF TR355 shares-18.20%2026-06-302026-07-13

XLY SELECT SECTOR SPDR TR424 shares0.00%2026-06-302026-07-13

PAYX PAYCHEX INC504 shares0.00%2026-06-302026-07-13

WASTE MGMT INC DEL WASTE MGMT INC DEL219 shares0.00%2026-06-302026-07-13

Q QNITY ELECTRONICS INC297 shares0.00%2026-06-302026-07-13

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VHT VANGUARD WORLD FD160 shares0.00%2026-06-302026-07-13

SYY SYSCO CORP570 shares0.00%2026-06-302026-07-13

VYM VANGUARD WHITEHALL FDS300 shares50.00%2026-06-302026-07-13

CGGR CAPITAL GROUP GROWTH ETF1.0K shares0.00%2026-06-302026-07-13

STBA S & T BANCORP INC950 shares0.00%2026-06-302026-07-13

EVRG EVERGY INC534 shares0.00%2026-06-302026-07-13

IWR ISHARES TR418 shares0.00%2026-06-302026-07-13

VT VANGUARD INTL EQUITY INDEX F292 shares294.59%2026-06-302026-07-13

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FDL FIRST TR EXCHANGE-TRADED FD925 shares0.00%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC94 shares2250.00%2026-06-302026-07-13

VONV VANGUARD SCOTTSDALE FDS421 shares0.24%2026-06-302026-07-13

SCHG SCHWAB STRATEGIC TR1.3K shares0.00%2026-06-302026-07-13

VISA INC VISA INC128 shares0.00%2026-06-302026-07-13

FMUN FIDELITY MERRIMACK STR TR866 sharesnew addition2026-06-302026-07-13

IEMG ISHARES INC524 shares0.00%2026-06-302026-07-13

SUB ISHARES TR404 sharesnew addition2026-06-302026-07-13

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VOOG VANGUARD ADMIRAL FDS INC516 shares500.00%2026-06-302026-07-13

J JACOBS SOLUTIONS INC336 shares0.00%2026-06-302026-07-13

STRK STRATEGY INC716 shares3.47%2026-06-302026-07-13

MRK MERCK & CO INC327 shares0.00%2026-06-302026-07-13

BA BOEING CO190 shares-11.63%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC350 shares4.48%2026-06-302026-07-13

NBH NEUBERGER MUN FD INC3.7K shares0.00%2026-06-302026-07-13

RJF RAYMOND JAMES FINL INC258 shares0.00%2026-06-302026-07-13

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VUG VANGUARD INDEX FDS447 shares504.05%2026-06-302026-07-13

STRATEGY INC STRATEGY INC441 shares0.00%2026-06-302026-07-13

AFL AFLAC INC322 shares0.00%2026-06-302026-07-13

SPTS SPDR SERIES TRUST1.3K shares0.00%2026-06-302026-07-13

VXUS VANGUARD STAR FDS428 shares2957.14%2026-06-302026-07-13

DFCF DIMENSIONAL ETF TRUST856 shares1.06%2026-06-302026-07-13

PXF INVESCO EXCH TRADED FD TR II477 shares0.00%2026-06-302026-07-13

DHR DANAHER CORP DEL188 shares0.00%2026-06-302026-07-13

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DFSD DIMENSIONAL ETF TRUST749 shares1.08%2026-06-302026-07-13

CCL CARNIVAL CORP LTD1.2K sharesnew addition2026-06-302026-07-13

PFF ISHARES TR1.0K shares0.00%2026-06-302026-07-13

MTB M & T BK CORP132 shares0.00%2026-06-302026-07-13

VLY VALLEY NATL BANCORP2.1K shares0.00%2026-06-302026-07-13

PDI PIMCO DYNAMIC INCOME FD1.8K shares0.00%2026-06-302026-07-13

EXC EXELON CORP656 shares0.00%2026-06-302026-07-13

HOOD ROBINHOOD MKTS INC300 shares0.00%2026-06-302026-07-13

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ISHARES TR ISHARES TR299 shares60.75%2026-06-302026-07-13

CARR CARRIER GLOBAL CORPORATION403 shares0.00%2026-06-302026-07-13

TMUS T-MOBILE US INC174 shares0.00%2026-06-302026-07-13

LUMENTUM HLDGS INC LUMENTUM HLDGS INC34 shares13.33%2026-06-302026-07-13

CLX CLOROX CO DEL303 shares0.00%2026-06-302026-07-13

ITW ILLINOIS TOOL WKS INC102 shares0.00%2026-06-302026-07-13

FREEPORT MCMORAN INC FREEPORT MCMORAN INC437 shares0.00%2026-06-302026-07-13

BIDU BAIDU INC240 shares0.00%2026-06-302026-07-13

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MGC VANGUARD WORLD FD100 shares0.00%2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP160 sharesnew addition2026-06-302026-07-13

FHN FIRST HORIZON CORPORATION1.1K shares0.00%2026-06-302026-07-13

LUV SOUTHWEST AIRLS CO527 shares1.35%2026-06-302026-07-13

SMH VANECK ETF TRUST40 shares263.64%2026-06-302026-07-13

WELL WELLTOWER INC113 sharesnew addition2026-06-302026-07-13

SCHD SCHWAB STRATEGIC TR792 shares0.00%2026-06-302026-07-13

COF CAPITAL ONE FINL CORP122 shares0.00%2026-06-302026-07-13

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DFGR DIMENSIONAL ETF TRUST834 shares0.00%2026-06-302026-07-13

VRSN VERISIGN INC96 shares0.00%2026-06-302026-07-13

COHR COHERENT CORP61 sharesnew addition2026-06-302026-07-13

PRF INVESCO EXCHANGE TRADED FD T445 shares0.00%2026-06-302026-07-13

INTC INTEL CORP172 shares244.00%2026-06-302026-07-13

EG EVEREST GROUP LTD64 shares0.00%2026-06-302026-07-13

ICE INTERCONTINENTAL EXCHANGE IN185 shares0.00%2026-06-302026-07-13

FICO FAIR ISAAC CORP19 shares0.00%2026-06-302026-07-13

Sponsored

BP BP PLC608 shares0.00%2026-06-302026-07-13

MMC MARSH & MCLENNAN COS INC134 shares50.56%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED43 shares53.57%2026-06-302026-07-13

PGR PROGRESSIVE CORP101 shares0.00%2026-06-302026-07-13

SPGP INVESCO EXCHANGE TRADED FD T180 shares0.00%2026-06-302026-07-13

ARK ETF TR ARK ETF TR270 shares8.00%2026-06-302026-07-13

AES CORP AES CORP1.5K shares0.00%2026-06-302026-07-13

USMV ISHARES TR225 shares0.00%2026-06-302026-07-13

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JEF JEFFERIES FINANCIAL GROUP IN433 shares0.00%2026-06-302026-07-13

PM PHILIP MORRIS INTL INC118 shares0.00%2026-06-302026-07-13

FITB FIFTH THIRD BANCORP377 shares0.00%2026-06-302026-07-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC156 sharesnew addition2026-06-302026-07-13

HII HUNTINGTON INGALLS INDS INC75 shares0.00%2026-06-302026-07-13

MET METLIFE INC241 shares0.00%2026-06-302026-07-13

PLD PROLOGIS INC.150 shares328.57%2026-06-302026-07-13

ENFR ALPS ETF TR500 shares0.00%2026-06-302026-07-13

Sponsored

VIK VIKING HOLDINGS LTD182 shares0.00%2026-06-302026-07-13

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC86 sharesnew addition2026-06-302026-07-13

ELV ELEVANCE HEALTH INC FORMERLY49 shares0.00%2026-06-302026-07-13

EMR EMERSON ELEC CO132 shares0.00%2026-06-302026-07-13

EA ELECTRONIC ARTS INC91 shares0.00%2026-06-302026-07-13

CI THE CIGNA GROUP67 shares0.00%2026-06-302026-07-13

RSG REPUBLIC SVCS INC86 shares138.89%2026-06-302026-07-13

ETHB ISHARES STAKED ETHEREUM TR E899 shares0.00%2026-06-302026-07-13

Sponsored

RPV INVESCO EXCHANGE TRADED FD T159 shares0.00%2026-06-302026-07-13

DJT TRUMP MEDIA & TECHNOLOGY GRO2.3K shares0.00%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS357 shares0.00%2026-06-302026-07-13

IBHG ISHARES TR800 shares0.00%2026-06-302026-07-13

GLW CORNING INC68 sharesnew addition2026-06-302026-07-13

CMCSA COMCAST CORP NEW700 shares0.00%2026-06-302026-07-13

KRG KITE REALTY GROUP TRUST602 shares0.00%2026-06-302026-07-13

CHUBB LIMITED CHUBB LIMITED50 sharesnew addition2026-06-302026-07-13

Sponsored

SSRM SSR MINING IN600 shares0.00%2026-06-302026-07-13

UBER UBER TECHNOLOGIES INC235 shares0.00%2026-06-302026-07-13

SPHQ INVESCO EXCHANGE TRADED FD T188 shares0.00%2026-06-302026-07-13

ETHV VANECK ETHEREUM TR734 shares0.00%2026-06-302026-07-13

CTO CTO RLTY GROWTH INC NEW775 shares0.00%2026-06-302026-07-13

DAL DELTA AIR LINES INC178 shares0.00%2026-06-302026-07-13

AVGV AMERICAN CENTY ETF TR195 shares0.00%2026-06-302026-07-13

GNL GLOBAL NET LEASE INC1.9K shares0.00%2026-06-302026-07-13

Sponsored

TIP ISHARES TR151 shares0.00%2026-06-302026-07-13

XLF SELECT SECTOR SPDR TR300 shares0.00%2026-06-302026-07-13

INTU INTUIT60 shares0.00%2026-06-302026-07-13

PHM PULTE GROUP INC113 shares0.00%2026-06-302026-07-13

EEM ISHARES TR225 shares0.00%2026-06-302026-07-13

TMO THERMO FISHER SCIENTIFIC INC30 shares0.00%2026-06-302026-07-13

SJM SMUCKER J M CO133 shares0.00%2026-06-302026-07-13

LW LAMB WESTON HLDGS INC333 shares0.00%2026-06-302026-07-13

Sponsored

MCK MCKESSON CORP19 shares0.00%2026-06-302026-07-13

HYDB ISHARES TR306 shares0.00%2026-06-302026-07-13

IJT ISHARES TR80 shares-55.06%2026-06-302026-07-13

IRM IRON MTN INC DEL113 shares0.00%2026-06-302026-07-13

EMLP FIRST TR EXCHANGE-TRADED FD328 shares0.00%2026-06-302026-07-13

MLPX GLOBAL X FDS192 shares0.00%2026-06-302026-07-13

SILA SILA REALTY TRUST INC463 shares0.00%2026-06-302026-07-13

XYL XYLEM INC118 shares0.00%2026-06-302026-07-13

Sponsored

PRFZ INVESCO EXCHANGE TRADED FD T250 shares0.00%2026-06-302026-07-13

CGNX COGNEX CORP192 sharesnew addition2026-06-302026-07-13

PYPL PAYPAL HLDGS INC322 shares0.00%2026-06-302026-07-13

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC315 shares0.00%2026-06-302026-07-13

ATI INC ATI INC70 shares0.00%2026-06-302026-07-13

KEYS KEYSIGHT TECHNOLOGIES INC39 sharesnew addition2026-06-302026-07-13

PEG PUBLIC SVC ENTERPRISE GROUP168 shares0.00%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC75 shares2400.00%2026-06-302026-07-13

Sponsored

IYG ISHARES TR147 shares0.00%2026-06-302026-07-13

EME EMCOR GROUP INC16 shares0.00%2026-06-302026-07-13

WING WINGSTOP INC74 shares0.00%2026-06-302026-07-13

IYZ ISHARES TR300 shares0.00%2026-06-302026-07-13

MCO MOODYS CORP28 shares0.00%2026-06-302026-07-13

SPTM SPDR SERIES TRUST139 shares0.00%2026-06-302026-07-13

XLV SELECT SECTOR SPDR TR79 shares-28.18%2026-06-302026-07-13

BLK BLACKROCK INC13 sharesnew addition2026-06-302026-07-13

Sponsored

CL COLGATE PALMOLIVE CO136 shares0.00%2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF371 shares0.00%2026-06-302026-07-13

COR CENCORA INC43 shares0.00%2026-06-302026-07-13

OII OCEANEERING INTL INC299 shares0.00%2026-06-302026-07-13

NVT NVENT ELEC PLC70 sharesnew addition2026-06-302026-07-13

PFG PRINCIPAL FINANCIAL GROUP IN110 shares0.00%2026-06-302026-07-13

FDD FIRST TR EXCHANGE-TRADED FD635 sharesnew addition2026-06-302026-07-13

ITA ISHARES TR48 shares0.00%2026-06-302026-07-13

Sponsored

KIM KIMCO REALTY CORP459 shares0.00%2026-06-302026-07-13

IJJ ISHARES TR78 shares0.00%2026-06-302026-07-13

KR KROGER CO207 shares0.00%2026-06-302026-07-13

FELV FIDELITY COVINGTON TRUST286 shares0.00%2026-06-302026-07-13

BDX BECTON DICKINSON & CO75 shares0.00%2026-06-302026-07-13

JEPI J P MORGAN EXCHANGE TRADED F200 shares0.00%2026-06-302026-07-13

VXF VANGUARD INDEX FDS45 shares0.00%2026-06-302026-07-13

S&P GLOBAL INC S&P GLOBAL INC27 shares0.00%2026-06-302026-07-13

Sponsored

XRPZ FRANKLIN XRP TRUST964 shares303.35%2026-06-302026-07-13

APA CORPORATION APA CORPORATION332 shares169.92%2026-06-302026-07-13

WSM WILLIAMS SONOMA INC46 shares0.00%2026-06-302026-07-13

ALPS ETF TR ALPS ETF TR206 shares0.00%2026-06-302026-07-13

DXPE DXP ENTERPRISES INC63 shares0.00%2026-06-302026-07-13

EQIX EQUINIX INC10 shares0.00%2026-06-302026-07-13

FTCS FIRST TR EXCHANGE-TRADED FD110 shares0.00%2026-06-302026-07-13

HOG HARLEY DAVIDSON INC415 shares0.00%2026-06-302026-07-13

Sponsored

SOUTHERN CO SOUTHERN CO106 shares0.00%2026-06-302026-07-13

JBHT HUNT J B TRANS SVCS INC35 shares0.00%2026-06-302026-07-13

NDAQ NASDAQ INC126 shares0.00%2026-06-302026-07-13

QUBT QUANTUM COMPUTING INC1.0K shares0.00%2026-06-302026-07-13

EBS EMERGENT BIOSOLUTIONS INC1.1K shares0.00%2026-06-302026-07-13

COIN COINBASE GLOBAL INC65 shares0.00%2026-06-302026-07-13

IWS ISHARES TR57 shares0.00%2026-06-302026-07-13

PDN INVESCO EXCH TRADED FD TR II206 shares0.00%2026-06-302026-07-13

Sponsored

ABT ABBOTT LABORATORIES99 shares175.00%2026-06-302026-07-13

PTY PIMCO CORPORATE & INCOME OPP745 shares0.00%2026-06-302026-07-13

FCPT FOUR CORNERS PPTY TR INC365 shares0.00%2026-06-302026-07-13

VOE VANGUARD INDEX FDS45 shares0.00%2026-06-302026-07-13

VNQI VANGUARD INTL EQUITY INDEX F197 sharesnew addition2026-06-302026-07-13

SYK STRYKER CORPORATION28 shares0.00%2026-06-302026-07-13

ARW ARROW ELECTRS INC41 shares0.00%2026-06-302026-07-13

BYLD ISHARES TR386 shares0.00%2026-06-302026-07-13

Sponsored

HBAN HUNTINGTON BANCSHARES INC482 shares0.00%2026-06-302026-07-13

RWX SPDR INDEX SHS FDS315 shares1.29%2026-06-302026-07-13

O REALTY INCOME CORP136 shares0.00%2026-06-302026-07-13

OMC OMNICOM GROUP INC115 shares0.00%2026-06-302026-07-13

CNO CNO FINL GROUP INC160 shares0.00%2026-06-302026-07-13

CVE CENOVUS ENERGY INC317 sharesnew addition2026-06-302026-07-13

ODFL OLD DOMINION FREIGHT LINE IN36 shares0.00%2026-06-302026-07-13

EQR EQUITY RESIDENTIAL111 shares0.00%2026-06-302026-07-13

Sponsored

DVN DEVON ENERGY CORP NEW181 shares23.13%2026-06-302026-07-13

AMG AFFILIATED MANAGERS GROUP22 shares0.00%2026-06-302026-07-13

SLB SLB LIMITED159 shares0.00%2026-06-302026-07-13

VIAV VIAVI SOLUTIONS INC154 shares0.00%2026-06-302026-07-13

SMCI SUPER MICRO COMPUTER INC250 shares0.00%2026-06-302026-07-13

TXT TEXTRON INC78 shares0.00%2026-06-302026-07-13

DLY DOUBLELINE YIELD OPPORTUNITI500 shares0.00%2026-06-302026-07-13

FNDA SCHWAB STRATEGIC TR184 shares0.00%2026-06-302026-07-13

Sponsored

NBIS NEBIUS GROUP N.V.25 shares0.00%2026-06-302026-07-13

FDX FEDEX CORP22 shares0.00%2026-06-302026-07-13

CIEN CIENA CORP14 shares0.00%2026-06-302026-07-13

NEA NUVEEN AMT FREE QLTY MUN INC583 shares0.00%2026-06-302026-07-13

MELI MERCADOLIBRE INC4 shares-33.33%2026-06-302026-07-13

ROL ROLLINS INC162 shares0.00%2026-06-302026-07-13

IMO IMPERIAL OIL LTD60 sharesnew addition2026-06-302026-07-13

REZI RESIDEO TECHNOLOGIES INC209 shares0.00%2026-06-302026-07-13

Sponsored

AMTM AMENTUM HOLDINGS INC314 shares0.00%2026-06-302026-07-13

GTLS CHART INDS INC31 shares0.00%2026-06-302026-07-13

EPR EPR PPTYS111 shares0.00%2026-06-302026-07-13

DOC HEALTHPEAK PROPERTIES INC300 shares0.00%2026-06-302026-07-13

BLW BLACKROCK LTD DURATION INCOM500 shares0.00%2026-06-302026-07-13

BALL BALL CORP100 shares0.00%2026-06-302026-07-13

MSIF MSC INCOME FUND INC538 shares0.00%2026-06-302026-07-13

BEP BROOKFIELD RENEWABLE ENERGY174 shares0.00%2026-06-302026-07-13

Sponsored

FNDX SCHWAB STRATEGIC TR189 shares0.00%2026-06-302026-07-13

NKE NIKE INC140 shares0.72%2026-06-302026-07-13

OLN OLIN CORP285 shares0.00%2026-06-302026-07-13

CASY CASEYS GEN STORES INC7 shares0.00%2026-06-302026-07-13

BWMN BOWMAN CONSULTING GROUP LTD190 shares0.00%2026-06-302026-07-13

HAL HALLIBURTON CO160 shares0.00%2026-06-302026-07-13

FSCO FS CREDIT OPPORTUNITIES CORP1.1K shares0.00%2026-06-302026-07-13

STLD STEEL DYNAMICS INC23 shares0.00%2026-06-302026-07-13

Sponsored

KTB KONTOOR BRANDS INC63 shares0.00%2026-06-302026-07-13

VSAT VIASAT INC58 sharesnew addition2026-06-302026-07-13

PUMP PROPETRO HLDG CORP362 shares0.00%2026-06-302026-07-13

BMNR BITMINE IMMERSION TECHS INC385 shares0.00%2026-06-302026-07-13

VFC V F CORP300 shares0.00%2026-06-302026-07-13

CAH CARDINAL HEALTH INC21 shares0.00%2026-06-302026-07-13

NMAX NEWSMAX INC600 shares0.00%2026-06-302026-07-13

ADM ARCHER DANIELS MIDLAND CO65 shares0.00%2026-06-302026-07-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN22 sharesnew addition2026-06-302026-07-13

C CITIGROUP INC35 shares0.00%2026-06-302026-07-13

SDIV GLOBAL X FDS200 shares0.00%2026-06-302026-07-13

UTHR UNITED THERAPEUTICS CORP DEL9 shares0.00%2026-06-302026-07-13

VET VERMILION ENERGY INC515 sharesnew addition2026-06-302026-07-13

EVR EVERCORE INC14 shares0.00%2026-06-302026-07-13

MUR MURPHY OIL CORP146 shares0.00%2026-06-302026-07-13

ILMN ILLUMINA INC27 shares0.00%2026-06-302026-07-13

Sponsored

ROST ROSS STORES INC22 shares0.00%2026-06-302026-07-13

TCBI TEXAS CAP BANCSHARES INC45 shares0.00%2026-06-302026-07-13

VMI VALMONT INDS INC8 shares0.00%2026-06-302026-07-13

MATX MATSON INC24 shares0.00%2026-06-302026-07-13

F FORD MTR CO330 shares-26.99%2026-06-302026-07-13

AVES AMERICAN CENTY ETF TR69 shares0.00%2026-06-302026-07-13

PARR PAR PAC HOLDINGS INC78 shares0.00%2026-06-302026-07-13

REGN REGENERON PHARMACEUTICALS7 shares0.00%2026-06-302026-07-13

Sponsored

GPC GENUINE PARTS CO36 shares0.00%2026-06-302026-07-13

WMB WILLIAMS COS INC57 shares0.00%2026-06-302026-07-13

FLUOR CORP FLUOR CORP80 shares0.00%2026-06-302026-07-13

NNN NNN REIT INC87 shares0.00%2026-06-302026-07-13

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN22 shares0.00%2026-06-302026-07-13

ROK ROCKWELL AUTOMATION INC8 shares0.00%2026-06-302026-07-13

VRSK VERISK ANALYTICS INC22 shares0.00%2026-06-302026-07-13

HCA HCA HEALTHCARE INC10 shares0.00%2026-06-302026-07-13

Sponsored

SUSA ISHARES TR25 shares0.00%2026-06-302026-07-13

WAT WATERS CORP10 shares0.00%2026-06-302026-07-13

JSMD JANUS DETROIT STR TR37 shares0.00%2026-06-302026-07-13

IDEXX LABS INC IDEXX LABS INC7 shares0.00%2026-06-302026-07-13

CORTEVA INC CORTEVA INC43 shares0.00%2026-06-302026-07-13

GL GLOBE LIFE INC20 shares0.00%2026-06-302026-07-13

BYD BOYD GAMING CORP39 shares0.00%2026-06-302026-07-13

IP INTERNATIONAL PAPER CO90 shares0.00%2026-06-302026-07-13

Sponsored

YUM YUM BRANDS INC21 shares0.00%2026-06-302026-07-13

LSTR LANDSTAR SYS INC16 shares0.00%2026-06-302026-07-13

BPRE BLUEROCK PVT REAL ESTATE FD253 shares0.00%2026-06-302026-07-13

SNA SNAP ON INC8 shares0.00%2026-06-302026-07-13

AZO AUTOZONE INC1 shares0.00%2026-06-302026-07-13

RKT ROCKET COS INC200 shares0.00%2026-06-302026-07-13

GEHC GE HEALTHCARE TECHNOLOGIES I47 shares0.00%2026-06-302026-07-13

PNR PENTAIR PLC39 shares0.00%2026-06-302026-07-13

Sponsored

VMC VULCAN MATLS CO10 shares0.00%2026-06-302026-07-13

CAL CALERES INC233 shares0.00%2026-06-302026-07-13

GD GENERAL DYNAMICS CORP8 shares0.00%2026-06-302026-07-13

URBN URBAN OUTFITTERS INC39 shares0.00%2026-06-302026-07-13

SPHD INVESCO EXCH TRADED FD TR II53 shares0.00%2026-06-302026-07-13

VOD VODAFONE GROUP PLC202 sharesnew addition2026-06-302026-07-13

TDG TRANSDIGM GROUP INC2 shares0.00%2026-06-302026-07-13

NOK NOKIA CORP200 shares0.00%2026-06-302026-07-13

Sponsored

SF STIFEL FINL CORP37 shares0.00%2026-06-302026-07-13

SOLS SOLSTICE ADVANCED MATLS INC29 shares7.41%2026-06-302026-07-13

IMOS CHIPMOS TECHNOLOGIES INC39 shares0.00%2026-06-302026-07-13

MRAM EVERSPIN TECHNOLOGIES INC98 shares0.00%2026-06-302026-07-13

SKM SK TELECOM CO LTD73 sharesnew addition2026-06-302026-07-13

IQV IQVIA HLDGS INC12 shares0.00%2026-06-302026-07-13

DFIN DONNELLEY FINL SOLUTIONS INC55 shares0.00%2026-06-302026-07-13

ET ENERGY TRANSFER L P116 shares0.00%2026-06-302026-07-13

Sponsored

GILT GILAT SATELLITE NETWORKS LTD155 sharesnew addition2026-06-302026-07-13

XPO XPO INC10 shares0.00%2026-06-302026-07-13

AKR ACADIA RLTY TR97 shares0.00%2026-06-302026-07-13

AIG AMERICAN INTL GROUP INC27 shares0.00%2026-06-302026-07-13

SMR NUSCALE PWR CORP200 shares0.00%2026-06-302026-07-13

DHI D R HORTON INC12 shares0.00%2026-06-302026-07-13

XLRE SELECT SECTOR SPDR TR41 shares0.00%2026-06-302026-07-13

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC100 shares0.00%2026-06-302026-07-13

Sponsored

AUR AURORA INNOVATION INC250 shares0.00%2026-06-302026-07-13

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC11 sharesnew addition2026-06-302026-07-13

BEPC BROOKFIELD RENEWABLE CORP43 shares0.00%2026-06-302026-07-13

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP16 shares0.00%2026-06-302026-07-13

DFAI

DIMENSIONAL ETF TRUST

2.61%

Shares3.7M

Event2026-06-30

Filed2026-07-13

AVLV

AMERICAN CENTY ETF TR

-0.14%

Shares1.4M

Event2026-06-30

Filed2026-07-13

SCHR

SCHWAB STRATEGIC TR

4.55%

Shares4.1M

Event2026-06-30

Filed2026-07-13

SCHO

SCHWAB STRATEGIC TR

4.12%

Shares4.1M

Event2026-06-30

Filed2026-07-13

DFAS

DIMENSIONAL ETF TRUST

0.95%

Shares979.6K

Event2026-06-30

Filed2026-07-13

AVUV

AMERICAN CENTY ETF TR

-0.20%

Shares631.6K

Event2026-06-30

Filed2026-07-13

AVDV

AMERICAN CENTY ETF TR

1.53%

Shares384.0K

Event2026-06-30

Filed2026-07-13

DFAR

DIMENSIONAL ETF TRUST

0.75%

Shares1.5M

Event2026-06-30

Filed2026-07-13

AVMV

AMERICAN CENTY ETF TR

1.97%

Shares453.5K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

-1.74%

Shares535.1K

Event2026-06-30

Filed2026-07-13

DFAE

DIMENSIONAL ETF TRUST

0.40%

Shares590.1K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-2.02%

Shares22.4K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

-2.32%

Shares20.7K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

-1.62%

Shares187.1K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

-0.83%

Shares291.1K

Event2026-06-30

Filed2026-07-13

SCHM

SCHWAB STRATEGIC TR

-1.71%

Shares259.9K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

3.95%

Shares17.5K

Event2026-06-30

Filed2026-07-13

BOXX

EA SERIES TRUST

4.29%

Shares53.2K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

-4.02%

Shares69.9K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

-2.31%

Shares12.7K

Event2026-06-30

Filed2026-07-13

DFIC

DIMENSIONAL ETF TRUST

-2.19%

Shares129.7K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

-2.41%

Shares86.9K

Event2026-06-30

Filed2026-07-13

AVDE

AMERICAN CENTY ETF TR

-1.21%

Shares49.7K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-0.17%

Shares19.8K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

296.98%

Shares51.7K

Event2026-06-30

Filed2026-07-13

SCHH

SCHWAB STRATEGIC TR

-1.43%

Shares167.9K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-8.75%

Shares11.9K

Event2026-06-30

Filed2026-07-13

DFUS

DIMENSIONAL ETF TRUST

0.83%

Shares41.0K

Event2026-06-30

Filed2026-07-13

SCHF

SCHWAB STRATEGIC TR

-2.97%

Shares111.6K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-0.01%

Shares15.1K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

0.01%

Shares35.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.95%

Shares9.0K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

-1.99%

Shares39.1K

Event2026-06-30

Filed2026-07-13

SCHA

SCHWAB STRATEGIC TR

-2.21%

Shares68.9K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

-0.33%

Shares62.2K

Event2026-06-30

Filed2026-07-13

IWV

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

-0.68%

Shares78.8K

Event2026-06-30

Filed2026-07-13

BSV

VANGUARD BD INDEX FDS

1.29%

Shares27.3K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD BD INDEX FDS

-0.11%

Shares27.2K

Event2026-06-30

Filed2026-07-13

SCHV

SCHWAB STRATEGIC TR

-0.97%

Shares59.9K

Event2026-06-30

Filed2026-07-13

AVSC

AMERICAN CENTY ETF TR

-0.48%

Shares26.9K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

2.64%

Shares5.1K

Event2026-06-30

Filed2026-07-13

IWC

ISHARES TR

-0.08%

Shares8.9K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

0.00%

Shares42.9K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

-0.92%

Shares6.9K

Event2026-06-30

Filed2026-07-13

SLYV

SPDR SERIES TRUST

-1.44%

Shares13.5K

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-2.14%

Shares4.4K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-0.03%

Shares7.9K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

0.91%

Shares8.5K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-1.21%

Shares4.5K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-0.26%

Shares3.1K

Event2026-06-30

Filed2026-07-13

DEERE & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

WWD

WOODWARD INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

USRT

ISHARES TR

-0.94%

Shares14.6K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

0.01%

Shares12.6K

Event2026-06-30

Filed2026-07-13

SCHC

SCHWAB STRATEGIC TR

-4.51%

Shares17.7K

Event2026-06-30

Filed2026-07-13

SGOV

ISHARES TR

0.91%

Shares8.4K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-0.31%

Shares8.0K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO

2.05%

Shares2.4K

Event2026-06-30

Filed2026-07-13

DFEV

DIMENSIONAL ETF TRUST

0.83%

Shares17.8K

Event2026-06-30

Filed2026-07-13

TXN

TEXAS INSTRS INC

-2.42%

Shares2.5K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-0.36%

Shares7.8K

Event2026-06-30

Filed2026-07-13

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

355.11%

Shares1.6K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

1.98%

Shares8.2K

Event2026-06-30

Filed2026-07-13

VLO

VALERO ENERGY CORP

-2.02%

Shares2.5K

Event2026-06-30

Filed2026-07-13

FFLC

FIDELITY COVINGTON TRUST

New

Shares10.9K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

1.37%

Shares13.9K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP

-4.96%

Shares11.9K

Event2026-06-30

Filed2026-07-13

SCZ

ISHARES TR

0.13%

Shares7.0K

Event2026-06-30

Filed2026-07-13

AVIV

AMERICAN CENTY ETF TR

-9.26%

Shares7.4K

Event2026-06-30

Filed2026-07-13

WEC

WEC ENERGY GROUP INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-13

DLN

WISDOMTREE TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

8.76%

Shares3.6K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

-0.36%

Shares3.6K

Event2026-06-30

Filed2026-07-13

CRH

CRH PLC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-13

ROYAL CARIBBEAN GROUP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW

-2.59%

Shares3.1K

Event2026-06-30

Filed2026-07-13

DIS

DISNEY WALT CO

-2.52%

Shares4.8K

Event2026-06-30

Filed2026-07-13

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

-2.68%

Shares8.7K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

3.02%

Shares4.8K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

VSS

VANGUARD INTL EQUITY INDEX F

7.47%

Shares2.7K

Event2026-06-30

Filed2026-07-13

RWR

SPDR SERIES TRUST

-0.16%

Shares3.7K

Event2026-06-30

Filed2026-07-13

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-13

IONIS PHARMACEUTICALS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-13

JBL

JABIL INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

0.00%

Shares996

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

0.00%

Shares289

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares675

Event2026-06-30

Filed2026-07-13

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

-2.94%

Shares1.7K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

49.46%

Shares4.4K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

SCCO

SOUTHERN COPPER CORP

0.96%

Shares1.8K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

140.80%

Shares419

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

4.45%

Shares869

Event2026-06-30

Filed2026-07-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares549

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares475

Event2026-06-30

Filed2026-07-13

SPTI

SPDR SERIES TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

2.04%

Shares451

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-4.23%

Shares1.0K

Event2026-06-30

Filed2026-07-13

OEF

ISHARES TR

0.00%

Shares676

Event2026-06-30

Filed2026-07-13

QVAL

EA SERIES TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD WORLD FD

700.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

-1.73%

Shares4.1K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

5.11%

Shares658

Event2026-06-30

Filed2026-07-13

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

BITB

BITWISE BITCOIN ETF TR

0.03%

Shares7.1K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-0.64%

Shares2.9K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

0.00%

Shares185

Event2026-06-30

Filed2026-07-13

SOUTHSTATE BK CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

32.70%

Shares913

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

4.45%

Shares798

Event2026-06-30

Filed2026-07-13

AT&T INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-13

SPYV

SPDR SERIES TRUST

-6.98%

Shares3.1K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

14.11%

Shares566

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

0.00%

Shares763

Event2026-06-30

Filed2026-07-13

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares609

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

DRI

DARDEN RESTAURANTS INC

0.00%

Shares730

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

41.28%

Shares1.4K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares2.9K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.00%

Shares136

Event2026-06-30

Filed2026-07-13

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares744

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

0.27%

Shares4.8K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

0.00%

Shares331

Event2026-06-30

Filed2026-07-13

SBSI

SOUTHSIDE BANCSHARES INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

7.22%

Shares475

Event2026-06-30

Filed2026-07-13

DES

WISDOMTREE TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

ETHA

ISHARES ETHEREUM TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

17.95%

Shares1.0K

Event2026-06-30

Filed2026-07-13

ICF

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO

-5.86%

Shares819

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND

-1.85%

Shares957

Event2026-06-30

Filed2026-07-13

FAS

DIREXION SHARES ETF TRUST

0.00%

Shares800

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

0.00%

Shares829

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

0.00%

Shares120

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

20.26%

Shares564

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

New

Shares645

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP

0.00%

Shares332

Event2026-06-30

Filed2026-07-13

GWX

SPDR INDEX SHS FDS

-7.41%

Shares2.4K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY

30.24%

Shares491

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

27.05%

Shares371

Event2026-06-30

Filed2026-07-13

XLP

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

0.00%

Shares262

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW

0.00%

Shares763

Event2026-06-30

Filed2026-07-13

FCF

FIRST COMWLTH FINL CORP PA

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

80.00%

Shares252

Event2026-06-30

Filed2026-07-13

ISHARES TR

189.52%

Shares967

Event2026-06-30

Filed2026-07-13

ABBVIE INC

23.13%

Shares362

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

0.00%

Shares90

Event2026-06-30

Filed2026-07-13

GIS

GENERAL MILLS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

NXP

NUVEEN SELECT TAX-FREE INCOM

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-13

SERVICENOW INC

16.44%

Shares850

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-13

TRANE TECHNOLOGIES PLC

21.48%

Shares164

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares153

Event2026-06-30

Filed2026-07-13

CSX

CSX CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

IMCG

ISHARES TR

0.00%

Shares774

Event2026-06-30

Filed2026-07-13

LIN

LINDE PLC

23.93%

Shares145

Event2026-06-30

Filed2026-07-13

NCLH

NORWEGIAN CRUISE LINE HLDGS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

AVGE

AMERICAN CENTY ETF TR

2.18%

Shares749

Event2026-06-30

Filed2026-07-13

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares237

Event2026-06-30

Filed2026-07-13

MDLZ

MONDELEZ INTL INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

0.00%

Shares804

Event2026-06-30

Filed2026-07-13

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

TORONTO DOMINION BK ONT

0.00%

Shares541

Event2026-06-30

Filed2026-07-13

DSI

ISHARES TR

0.00%

Shares461

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66

0.00%

Shares385

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

9.88%

Shares890

Event2026-06-30

Filed2026-07-13

XBI

SPDR SERIES TRUST

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

ALIBABA GROUP HLDG LTD

7.38%

Shares655

Event2026-06-30

Filed2026-07-13

FUL

FULLER H B CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

CRWV

COREWEAVE INC

0.00%

Shares584

Event2026-06-30

Filed2026-07-13

PRU

PRUDENTIAL FINL INC

0.00%

Shares533

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

45.65%

Shares134

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC

0.00%

Shares253

Event2026-06-30

Filed2026-07-13

IUSV

ISHARES TR

0.00%

Shares505

Event2026-06-30

Filed2026-07-13

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC

0.50%

Shares403

Event2026-06-30

Filed2026-07-13

IUSG

ISHARES TR

0.00%

Shares284

Event2026-06-30

Filed2026-07-13

XLC

SELECT SECTOR SPDR TR

0.00%

Shares495

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

0.00%

Shares547

Event2026-06-30

Filed2026-07-13

GSLC

GOLDMAN SACHS ETF TR

-18.20%

Shares355

Event2026-06-30

Filed2026-07-13

XLY

SELECT SECTOR SPDR TR

0.00%

Shares424

Event2026-06-30

Filed2026-07-13

PAYX

PAYCHEX INC

0.00%

Shares504

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL

0.00%

Shares219

Event2026-06-30

Filed2026-07-13

QNITY ELECTRONICS INC

0.00%

Shares297

Event2026-06-30

Filed2026-07-13

VHT

VANGUARD WORLD FD

0.00%

Shares160

Event2026-06-30

Filed2026-07-13

SYY

SYSCO CORP

0.00%

Shares570

Event2026-06-30

Filed2026-07-13

VYM

VANGUARD WHITEHALL FDS

50.00%

Shares300

Event2026-06-30

Filed2026-07-13

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

STBA

S & T BANCORP INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-13

EVRG

EVERGY INC

0.00%

Shares534

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

0.00%

Shares418

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

294.59%

Shares292

Event2026-06-30

Filed2026-07-13

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares925

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2250.00%

Shares94

Event2026-06-30

Filed2026-07-13

VONV

VANGUARD SCOTTSDALE FDS

0.24%

Shares421

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

VISA INC

0.00%

Shares128

Event2026-06-30

Filed2026-07-13

FMUN

FIDELITY MERRIMACK STR TR

New

Shares866

Event2026-06-30

Filed2026-07-13

IEMG

ISHARES INC

0.00%

Shares524

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

New

Shares404

Event2026-06-30

Filed2026-07-13

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares516

Event2026-06-30

Filed2026-07-13

JACOBS SOLUTIONS INC

0.00%

Shares336

Event2026-06-30

Filed2026-07-13

STRK

STRATEGY INC

3.47%

Shares716

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

0.00%

Shares327

Event2026-06-30

Filed2026-07-13

BOEING CO

-11.63%

Shares190

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC

4.48%

Shares350

Event2026-06-30

Filed2026-07-13

NBH

NEUBERGER MUN FD INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

RJF

RAYMOND JAMES FINL INC

0.00%

Shares258

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

504.05%

Shares447

Event2026-06-30

Filed2026-07-13

STRATEGY INC

0.00%

Shares441

Event2026-06-30

Filed2026-07-13

AFL

AFLAC INC

0.00%

Shares322

Event2026-06-30

Filed2026-07-13

SPTS

SPDR SERIES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

2957.14%

Shares428

Event2026-06-30

Filed2026-07-13

DFCF

DIMENSIONAL ETF TRUST

1.06%

Shares856

Event2026-06-30

Filed2026-07-13

PXF

INVESCO EXCH TRADED FD TR II

0.00%

Shares477

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL

0.00%

Shares188

Event2026-06-30

Filed2026-07-13

DFSD

DIMENSIONAL ETF TRUST

1.08%

Shares749

Event2026-06-30

Filed2026-07-13

CCL

CARNIVAL CORP LTD

New

Shares1.2K

Event2026-06-30

Filed2026-07-13

PFF

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

MTB

M & T BK CORP

0.00%

Shares132

Event2026-06-30

Filed2026-07-13

VLY

VALLEY NATL BANCORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

EXC

EXELON CORP

0.00%

Shares656

Event2026-06-30

Filed2026-07-13

HOOD

ROBINHOOD MKTS INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

ISHARES TR

60.75%

Shares299

Event2026-06-30

Filed2026-07-13

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares403

Event2026-06-30

Filed2026-07-13

TMUS

T-MOBILE US INC

0.00%

Shares174

Event2026-06-30

Filed2026-07-13

LUMENTUM HLDGS INC

13.33%

Shares34

Event2026-06-30

Filed2026-07-13

CLX

CLOROX CO DEL

0.00%

Shares303

Event2026-06-30

Filed2026-07-13

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares102

Event2026-06-30

Filed2026-07-13

FREEPORT MCMORAN INC

0.00%

Shares437

Event2026-06-30

Filed2026-07-13

BIDU

BAIDU INC

0.00%

Shares240

Event2026-06-30

Filed2026-07-13

MGC

VANGUARD WORLD FD

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP

New

Shares160

Event2026-06-30

Filed2026-07-13

FHN

FIRST HORIZON CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

LUV

SOUTHWEST AIRLS CO

1.35%

Shares527

Event2026-06-30

Filed2026-07-13

SMH

VANECK ETF TRUST

263.64%

Shares40

Event2026-06-30

Filed2026-07-13

WELL

WELLTOWER INC

New

Shares113

Event2026-06-30

Filed2026-07-13

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares792

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP

0.00%

Shares122

Event2026-06-30

Filed2026-07-13

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares834

Event2026-06-30

Filed2026-07-13

VRSN

VERISIGN INC

0.00%

Shares96

Event2026-06-30

Filed2026-07-13

COHR

COHERENT CORP

New

Shares61

Event2026-06-30

Filed2026-07-13

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares445

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

244.00%

Shares172

Event2026-06-30

Filed2026-07-13

EVEREST GROUP LTD

0.00%

Shares64

Event2026-06-30

Filed2026-07-13

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares185

Event2026-06-30

Filed2026-07-13

FICO

FAIR ISAAC CORP

0.00%

Shares19

Event2026-06-30

Filed2026-07-13

BP PLC

0.00%

Shares608

Event2026-06-30

Filed2026-07-13

MMC

MARSH & MCLENNAN COS INC

50.56%

Shares134

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

53.57%

Shares43

Event2026-06-30

Filed2026-07-13

PGR

PROGRESSIVE CORP

0.00%

Shares101

Event2026-06-30

Filed2026-07-13

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares180

Event2026-06-30

Filed2026-07-13

ARK ETF TR

8.00%

Shares270

Event2026-06-30

Filed2026-07-13

AES CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

USMV

ISHARES TR

0.00%

Shares225

Event2026-06-30

Filed2026-07-13

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares433

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC

0.00%

Shares118

Event2026-06-30

Filed2026-07-13

FITB

FIFTH THIRD BANCORP

0.00%

Shares377

Event2026-06-30

Filed2026-07-13

DUPONT DE NEMOURS INC

New

Shares156

Event2026-06-30

Filed2026-07-13

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-13

MET

METLIFE INC

0.00%

Shares241

Event2026-06-30

Filed2026-07-13

PLD

PROLOGIS INC.

328.57%

Shares150

Event2026-06-30

Filed2026-07-13

ENFR

ALPS ETF TR

0.00%

Shares500

Event2026-06-30

Filed2026-07-13

VIK

VIKING HOLDINGS LTD

0.00%

Shares182

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC

New

Shares86

Event2026-06-30

Filed2026-07-13

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares49

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO

0.00%

Shares132

Event2026-06-30

Filed2026-07-13

ELECTRONIC ARTS INC

0.00%

Shares91

Event2026-06-30

Filed2026-07-13

THE CIGNA GROUP

0.00%

Shares67

Event2026-06-30

Filed2026-07-13

RSG

REPUBLIC SVCS INC

138.89%

Shares86

Event2026-06-30

Filed2026-07-13

ETHB

ISHARES STAKED ETHEREUM TR E

0.00%

Shares899

Event2026-06-30

Filed2026-07-13

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares159

Event2026-06-30

Filed2026-07-13

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

0.00%

Shares357

Event2026-06-30

Filed2026-07-13

IBHG

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

New

Shares68

Event2026-06-30

Filed2026-07-13

CMCSA

COMCAST CORP NEW

0.00%

Shares700

Event2026-06-30

Filed2026-07-13

KRG

KITE REALTY GROUP TRUST

0.00%

Shares602

Event2026-06-30

Filed2026-07-13

CHUBB LIMITED

New

Shares50

Event2026-06-30

Filed2026-07-13

SSRM

SSR MINING IN

0.00%

Shares600

Event2026-06-30

Filed2026-07-13

UBER

UBER TECHNOLOGIES INC

0.00%

Shares235

Event2026-06-30

Filed2026-07-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares188

Event2026-06-30

Filed2026-07-13

ETHV

VANECK ETHEREUM TR

0.00%

Shares734

Event2026-06-30

Filed2026-07-13

CTO

CTO RLTY GROWTH INC NEW

0.00%

Shares775

Event2026-06-30

Filed2026-07-13

DAL

DELTA AIR LINES INC

0.00%

Shares178

Event2026-06-30

Filed2026-07-13

AVGV

AMERICAN CENTY ETF TR

0.00%

Shares195

Event2026-06-30

Filed2026-07-13

GNL

GLOBAL NET LEASE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

TIP

ISHARES TR

0.00%

Shares151

Event2026-06-30

Filed2026-07-13

XLF

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

INTU

INTUIT

0.00%

Shares60

Event2026-06-30

Filed2026-07-13

PHM

PULTE GROUP INC

0.00%

Shares113

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

0.00%

Shares225

Event2026-06-30

Filed2026-07-13

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares30

Event2026-06-30

Filed2026-07-13

SJM

SMUCKER J M CO

0.00%

Shares133

Event2026-06-30

Filed2026-07-13

LAMB WESTON HLDGS INC

0.00%

Shares333

Event2026-06-30

Filed2026-07-13

MCK

MCKESSON CORP

0.00%

Shares19

Event2026-06-30

Filed2026-07-13

HYDB

ISHARES TR

0.00%

Shares306

Event2026-06-30

Filed2026-07-13

IJT

ISHARES TR

-55.06%

Shares80

Event2026-06-30

Filed2026-07-13

IRM

IRON MTN INC DEL

0.00%

Shares113

Event2026-06-30

Filed2026-07-13

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares328

Event2026-06-30

Filed2026-07-13

MLPX

GLOBAL X FDS

0.00%

Shares192

Event2026-06-30

Filed2026-07-13

SILA

SILA REALTY TRUST INC

0.00%

Shares463

Event2026-06-30

Filed2026-07-13

XYL

XYLEM INC

0.00%

Shares118

Event2026-06-30

Filed2026-07-13

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

CGNX

COGNEX CORP

New

Shares192

Event2026-06-30

Filed2026-07-13

PYPL

PAYPAL HLDGS INC

0.00%

Shares322

Event2026-06-30

Filed2026-07-13

CENTERPOINT ENERGY INC

0.00%

Shares315

Event2026-06-30

Filed2026-07-13

ATI INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-13

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares39

Event2026-06-30

Filed2026-07-13

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares168

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares75

Event2026-06-30

Filed2026-07-13

IYG

ISHARES TR

0.00%

Shares147

Event2026-06-30

Filed2026-07-13

EME

EMCOR GROUP INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-13

WING

WINGSTOP INC

0.00%

Shares74

Event2026-06-30

Filed2026-07-13

IYZ

ISHARES TR

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

MCO

MOODYS CORP

0.00%

Shares28

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

0.00%

Shares139

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

-28.18%

Shares79

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC

New

Shares13

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

0.00%

Shares136

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares371

Event2026-06-30

Filed2026-07-13

COR

CENCORA INC

0.00%

Shares43

Event2026-06-30

Filed2026-07-13

OII

OCEANEERING INTL INC

0.00%

Shares299

Event2026-06-30

Filed2026-07-13

NVT

NVENT ELEC PLC

New

Shares70

Event2026-06-30

Filed2026-07-13

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares110

Event2026-06-30

Filed2026-07-13

FDD

FIRST TR EXCHANGE-TRADED FD

New

Shares635

Event2026-06-30

Filed2026-07-13

ITA

ISHARES TR

0.00%

Shares48

Event2026-06-30

Filed2026-07-13

KIM

KIMCO REALTY CORP

0.00%

Shares459

Event2026-06-30

Filed2026-07-13

IJJ

ISHARES TR

0.00%

Shares78

Event2026-06-30

Filed2026-07-13

KROGER CO

0.00%

Shares207

Event2026-06-30

Filed2026-07-13

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares286

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO

0.00%

Shares75

Event2026-06-30

Filed2026-07-13

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

VXF

VANGUARD INDEX FDS

0.00%

Shares45

Event2026-06-30

Filed2026-07-13

S&P GLOBAL INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-13

XRPZ

FRANKLIN XRP TRUST

303.35%

Shares964

Event2026-06-30

Filed2026-07-13

APA CORPORATION

169.92%

Shares332

Event2026-06-30

Filed2026-07-13

WSM

WILLIAMS SONOMA INC

0.00%

Shares46

Event2026-06-30

Filed2026-07-13

ALPS ETF TR

0.00%

Shares206

Event2026-06-30

Filed2026-07-13

DXPE

DXP ENTERPRISES INC

0.00%

Shares63

Event2026-06-30

Filed2026-07-13

EQIX

EQUINIX INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-13

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares110

Event2026-06-30

Filed2026-07-13

HOG

HARLEY DAVIDSON INC

0.00%

Shares415

Event2026-06-30

Filed2026-07-13

SOUTHERN CO

0.00%

Shares106

Event2026-06-30

Filed2026-07-13

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-13

NDAQ

NASDAQ INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-13

QUBT

QUANTUM COMPUTING INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

EBS

EMERGENT BIOSOLUTIONS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

COIN

COINBASE GLOBAL INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

0.00%

Shares57

Event2026-06-30

Filed2026-07-13

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares206

Event2026-06-30

Filed2026-07-13

ABT

ABBOTT LABORATORIES

175.00%

Shares99

Event2026-06-30

Filed2026-07-13

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares745

Event2026-06-30

Filed2026-07-13

FCPT

FOUR CORNERS PPTY TR INC

0.00%

Shares365

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

0.00%

Shares45

Event2026-06-30

Filed2026-07-13

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares197

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

0.00%

Shares28

Event2026-06-30

Filed2026-07-13

ARW

ARROW ELECTRS INC

0.00%

Shares41

Event2026-06-30

Filed2026-07-13

BYLD

ISHARES TR

0.00%

Shares386

Event2026-06-30

Filed2026-07-13

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares482

Event2026-06-30

Filed2026-07-13

RWX

SPDR INDEX SHS FDS

1.29%

Shares315

Event2026-06-30

Filed2026-07-13

REALTY INCOME CORP

0.00%

Shares136

Event2026-06-30

Filed2026-07-13

OMC

OMNICOM GROUP INC

0.00%

Shares115

Event2026-06-30

Filed2026-07-13

CNO

CNO FINL GROUP INC

0.00%

Shares160

Event2026-06-30

Filed2026-07-13

CVE

CENOVUS ENERGY INC

New

Shares317

Event2026-06-30

Filed2026-07-13

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares36

Event2026-06-30

Filed2026-07-13

EQR

EQUITY RESIDENTIAL

0.00%

Shares111

Event2026-06-30

Filed2026-07-13

DVN

DEVON ENERGY CORP NEW

23.13%

Shares181

Event2026-06-30

Filed2026-07-13

AMG

AFFILIATED MANAGERS GROUP

0.00%

Shares22

Event2026-06-30

Filed2026-07-13

SLB

SLB LIMITED

0.00%

Shares159

Event2026-06-30

Filed2026-07-13

VIAV

VIAVI SOLUTIONS INC

0.00%

Shares154

Event2026-06-30

Filed2026-07-13

SMCI

SUPER MICRO COMPUTER INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

TXT

TEXTRON INC

0.00%

Shares78

Event2026-06-30

Filed2026-07-13

DLY

DOUBLELINE YIELD OPPORTUNITI

0.00%

Shares500

Event2026-06-30

Filed2026-07-13

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares184

Event2026-06-30

Filed2026-07-13

NBIS

NEBIUS GROUP N.V.

0.00%

Shares25

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP

0.00%

Shares22

Event2026-06-30

Filed2026-07-13

CIEN

CIENA CORP

0.00%

Shares14

Event2026-06-30

Filed2026-07-13

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares583

Event2026-06-30

Filed2026-07-13

MELI

MERCADOLIBRE INC

-33.33%

Shares4

Event2026-06-30

Filed2026-07-13

ROL

ROLLINS INC

0.00%

Shares162

Event2026-06-30

Filed2026-07-13

IMO

IMPERIAL OIL LTD

New

Shares60

Event2026-06-30

Filed2026-07-13

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares209

Event2026-06-30

Filed2026-07-13

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares314

Event2026-06-30

Filed2026-07-13

GTLS

CHART INDS INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-13

EPR

EPR PPTYS

0.00%

Shares111

Event2026-06-30

Filed2026-07-13

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares500

Event2026-06-30

Filed2026-07-13

BALL

BALL CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

MSIF

MSC INCOME FUND INC

0.00%

Shares538

Event2026-06-30

Filed2026-07-13

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares174

Event2026-06-30

Filed2026-07-13

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares189

Event2026-06-30

Filed2026-07-13

NKE

NIKE INC

0.72%

Shares140

Event2026-06-30

Filed2026-07-13

OLN

OLIN CORP

0.00%

Shares285

Event2026-06-30

Filed2026-07-13

CASY

CASEYS GEN STORES INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-13

BWMN

BOWMAN CONSULTING GROUP LTD

0.00%

Shares190

Event2026-06-30

Filed2026-07-13

HAL

HALLIBURTON CO

0.00%

Shares160

Event2026-06-30

Filed2026-07-13

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

STLD

STEEL DYNAMICS INC

0.00%

Shares23

Event2026-06-30

Filed2026-07-13

KTB

KONTOOR BRANDS INC

0.00%

Shares63

Event2026-06-30

Filed2026-07-13

VSAT

VIASAT INC

New

Shares58

Event2026-06-30

Filed2026-07-13

PUMP

PROPETRO HLDG CORP

0.00%

Shares362

Event2026-06-30

Filed2026-07-13

BMNR

BITMINE IMMERSION TECHS INC

0.00%

Shares385

Event2026-06-30

Filed2026-07-13

VFC

V F CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

CAH

CARDINAL HEALTH INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-13

NMAX

NEWSMAX INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-13

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares65

Event2026-06-30

Filed2026-07-13

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares22

Event2026-06-30

Filed2026-07-13

CITIGROUP INC

0.00%

Shares35

Event2026-06-30

Filed2026-07-13

SDIV

GLOBAL X FDS

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares9

Event2026-06-30

Filed2026-07-13

VET

VERMILION ENERGY INC

New

Shares515

Event2026-06-30

Filed2026-07-13

EVR

EVERCORE INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-13

MUR

MURPHY OIL CORP

0.00%

Shares146

Event2026-06-30

Filed2026-07-13

ILMN

ILLUMINA INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-13

ROST

ROSS STORES INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-13

TCBI

TEXAS CAP BANCSHARES INC

0.00%

Shares45

Event2026-06-30

Filed2026-07-13

VMI

VALMONT INDS INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-13

MATX

MATSON INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-13

FORD MTR CO

-26.99%

Shares330

Event2026-06-30

Filed2026-07-13

AVES

AMERICAN CENTY ETF TR

0.00%

Shares69

Event2026-06-30

Filed2026-07-13

PARR

PAR PAC HOLDINGS INC

0.00%

Shares78

Event2026-06-30

Filed2026-07-13

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares7

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO

0.00%

Shares36

Event2026-06-30

Filed2026-07-13

WMB

WILLIAMS COS INC

0.00%

Shares57

Event2026-06-30

Filed2026-07-13

FLUOR CORP

0.00%

Shares80

Event2026-06-30

Filed2026-07-13

NNN

NNN REIT INC

0.00%

Shares87

Event2026-06-30

Filed2026-07-13

LIVE NATION ENTERTAINMENT IN

0.00%

Shares22

Event2026-06-30

Filed2026-07-13

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-13

VRSK

VERISK ANALYTICS INC

0.00%

Shares22

Event2026-06-30

Filed2026-07-13

HCA

HCA HEALTHCARE INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-13

SUSA

ISHARES TR

0.00%

Shares25

Event2026-06-30

Filed2026-07-13

WAT

WATERS CORP

0.00%

Shares10

Event2026-06-30

Filed2026-07-13

JSMD

JANUS DETROIT STR TR

0.00%

Shares37

Event2026-06-30

Filed2026-07-13

IDEXX LABS INC

0.00%

Shares7

Event2026-06-30

Filed2026-07-13

CORTEVA INC

0.00%

Shares43

Event2026-06-30

Filed2026-07-13

GLOBE LIFE INC

0.00%

Shares20

Event2026-06-30

Filed2026-07-13

BYD

BOYD GAMING CORP

0.00%

Shares39

Event2026-06-30

Filed2026-07-13

INTERNATIONAL PAPER CO

0.00%

Shares90

Event2026-06-30

Filed2026-07-13

YUM

YUM BRANDS INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-13

LSTR

LANDSTAR SYS INC

0.00%

Shares16

Event2026-06-30

Filed2026-07-13

BPRE

BLUEROCK PVT REAL ESTATE FD

0.00%

Shares253

Event2026-06-30

Filed2026-07-13

SNA

SNAP ON INC

0.00%

Shares8

Event2026-06-30

Filed2026-07-13

AZO

AUTOZONE INC

0.00%

Shares1

Event2026-06-30

Filed2026-07-13

RKT

ROCKET COS INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares47

Event2026-06-30

Filed2026-07-13

PNR

PENTAIR PLC

0.00%

Shares39

Event2026-06-30

Filed2026-07-13

VMC

VULCAN MATLS CO

0.00%

Shares10

Event2026-06-30

Filed2026-07-13

CAL

CALERES INC

0.00%

Shares233

Event2026-06-30

Filed2026-07-13

GENERAL DYNAMICS CORP

0.00%

Shares8

Event2026-06-30

Filed2026-07-13

URBN

URBAN OUTFITTERS INC

0.00%

Shares39

Event2026-06-30

Filed2026-07-13

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares53

Event2026-06-30

Filed2026-07-13

VOD

VODAFONE GROUP PLC

New

Shares202

Event2026-06-30

Filed2026-07-13

TDG

TRANSDIGM GROUP INC

0.00%

Shares2

Event2026-06-30

Filed2026-07-13

NOK

NOKIA CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

STIFEL FINL CORP

0.00%

Shares37

Event2026-06-30

Filed2026-07-13

SOLS

SOLSTICE ADVANCED MATLS INC

7.41%

Shares29

Event2026-06-30

Filed2026-07-13

IMOS

CHIPMOS TECHNOLOGIES INC

0.00%

Shares39

Event2026-06-30

Filed2026-07-13

MRAM

EVERSPIN TECHNOLOGIES INC

0.00%

Shares98

Event2026-06-30

Filed2026-07-13

SKM

SK TELECOM CO LTD

New

Shares73

Event2026-06-30

Filed2026-07-13

IQV

IQVIA HLDGS INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-13

DFIN

DONNELLEY FINL SOLUTIONS INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-13

ENERGY TRANSFER L P

0.00%

Shares116

Event2026-06-30

Filed2026-07-13

GILT

GILAT SATELLITE NETWORKS LTD

New

Shares155

Event2026-06-30

Filed2026-07-13

XPO

XPO INC

0.00%

Shares10

Event2026-06-30

Filed2026-07-13

AKR

ACADIA RLTY TR

0.00%

Shares97

Event2026-06-30

Filed2026-07-13

AIG

AMERICAN INTL GROUP INC

0.00%

Shares27

Event2026-06-30

Filed2026-07-13

SMR

NUSCALE PWR CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

DHI

D R HORTON INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-13

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares41

Event2026-06-30

Filed2026-07-13

RIVIAN AUTOMOTIVE INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

AUR

AURORA INNOVATION INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

FEDEX FGHT HLDG CO INC

New

Shares11

Event2026-06-30

Filed2026-07-13

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares43

Event2026-06-30

Filed2026-07-13

ON SEMICONDUCTOR CORP

0.00%

Shares16

Event2026-06-30

Filed2026-07-13

Call Option Holdings

AAPL Call CallAPPLE INC100 shares-66.67%2026-06-302026-07-13

BAC Call CallBANK OF AMER CORP100 shares0.00%2026-06-302026-07-13

AAPL Call

APPLE INC

-66.67%

Shares100

Event2026-06-30

Filed2026-07-13

BAC Call

BANK OF AMER CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

Put Option Holdings

No put option holdings data available