Sponsored

The Analysis of Opus Financial Solutions LLC's Holdings & P&L

Currently, Opus Financial Solutions LLC holds 111 types of securities in its portfolio with a total value $124.0M. In the most recent quarter, they have increased their positions in VUG (+48.7K shares, valued at $4.2M), AAPL (+8.9K shares, valued at $2.6M), NVDA (+7.4K shares, valued at $1.5M); decreased their positions in BND (-9.2K shares, valued at $676.3K), VIGI (-4.4K shares, valued at $406.4K), SCHO (-14.6K shares, valued at $352.6K); initiated new positions in ITOT (+4.9K shares, valued at $800.0K), ICVT (+3.0K shares, valued at $363.0K), LLY (+301 shares, valued at $361.2K).

1M P&L

-475.3K-0.40%

3M P&L

+1.5M+1.26%

HY P&L

-15.7M-11.67%

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/A105.6M

86.9%

2Consumer Electronics5.1M

4.2%

3Semiconductors3.3M

2.7%

Top Industries by Stock Count

1N/A94 stocks

87.0%

2Semiconductors3 stocks

2.8%

3Internet Content & Information2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFR FIRST TR EXCHNG TRADED FD VI254.2K shares-0.05%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS87.9K shares-9.49%2026-06-302026-07-24

VIGI VANGUARD WHITEHALL FDS61.8K shares-6.58%2026-06-302026-07-24

AAPL APPLE INC17.5K shares104.65%2026-06-302026-07-24

VUG VANGUARD INDEX FDS57.3K shares565.59%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST90.1K shares14.07%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS16.9K shares9.65%2026-06-302026-07-24

SCHY SCHWAB STRATEGIC TR123.5K shares-4.60%2026-06-302026-07-24

Sponsored

VDC VANGUARD WORLD FD14.2K shares-5.51%2026-06-302026-07-24

VTIP VANGUARD MALVERN FDS61.8K shares3.62%2026-06-302026-07-24

VTV VANGUARD INDEX FDS14.1K shares6.55%2026-06-302026-07-24

NVDA NVIDIA CORPORATION14.2K shares108.43%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS36.3K shares-4.11%2026-06-302026-07-24

VXF VANGUARD INDEX FDS8.5K shares22.94%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR59.0K shares2.72%2026-06-302026-07-24

VB VANGUARD INDEX FDS6.6K shares-0.06%2026-06-302026-07-24

Sponsored

XT ISHARES TR23.4K shares-0.81%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS19.9K shares1.23%2026-06-302026-07-24

HGER HARBOR ETF TRUST63.5K shares13.39%2026-06-302026-07-24

BUFY FIRST TR EXCHNG TRADED FD VI77.0K shares68.52%2026-06-302026-07-24

AMZN AMAZON COM INC7.6K shares23.06%2026-06-302026-07-24

MINT PIMCO ETF TR15.8K shares75.93%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR48.9K shares-12.64%2026-06-302026-07-24

EEMV ISHARES INC19.9K shares12.84%2026-06-302026-07-24

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD73.8K shares30.04%2026-06-302026-07-24

SCHO SCHWAB STRATEGIC TR59.1K shares-19.83%2026-06-302026-07-24

BSCQ INVESCO EXCH TRD SLF IDX FD72.0K shares24.90%2026-06-302026-07-24

PYLD PIMCO ETF TR52.9K shares8.37%2026-06-302026-07-24

BOND PIMCO ETF TR13.8K shares353.65%2026-06-302026-07-24

FLOT ISHARES TR24.3K shares55.36%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR26.4K shares-4.33%2026-06-302026-07-24

GOOGL ALPHABET INC3.2K shares-1.24%2026-06-302026-07-24

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD55.3K shares0.11%2026-06-302026-07-24

MSFT MICROSOFT CORP2.9K shares5.68%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares39.22%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F21.0K shares7.95%2026-06-302026-07-24

GOOG ALPHABET INC2.5K shares17.92%2026-06-302026-07-24

BUFQ FIRST TR EXCHNG TRADED FD VI21.3K shares235.44%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS10.8K shares-3.71%2026-06-302026-07-24

ITOT ISHARES TR4.9K sharesnew addition2026-06-302026-07-24

Sponsored

TSLA TESLA INC1.8K shares-9.32%2026-06-302026-07-24

USFR WISDOMTREE TR15.0K shares18.15%2026-06-302026-07-24

SCHP SCHWAB STRATEGIC TR28.2K shares26.58%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-3.06%2026-06-302026-07-24

QQQ INVESCO QQQ TR929 shares-1.17%2026-06-302026-07-24

DFEV DIMENSIONAL ETF TRUST15.4K shares57.95%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST16.5K shares6.03%2026-06-302026-07-24

QUAL ISHARES TR2.9K shares1.73%2026-06-302026-07-24

Sponsored

IAPR INNOVATOR ETFS TRUST19.1K shares-12.95%2026-06-302026-07-24

VXUS VANGUARD STAR FDS7.2K shares76.58%2026-06-302026-07-24

DFSV DIMENSIONAL ETF TRUST15.5K shares4.46%2026-06-302026-07-24

IJUL INNOVATOR ETFS TRUST16.3K shares-7.61%2026-06-302026-07-24

PAPR INNOVATOR ETFS TRUST12.5K shares-33.98%2026-06-302026-07-24

HYS PIMCO ETF TR5.3K shares13.88%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR13.0K shares-0.43%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR12.8K shares-1.30%2026-06-302026-07-24

Sponsored

VO VANGUARD INDEX FDS5.7K shares285.23%2026-06-302026-07-24

EDIV SPDR INDEX SHS FDS11.1K shares19.86%2026-06-302026-07-24

EFAV ISHARES TR4.8K shares-0.92%2026-06-302026-07-24

LDUR PIMCO ETF TR4.4K shares8.87%2026-06-302026-07-24

GNR SPDR INDEX SHS FDS6.3K shares0.00%2026-06-302026-07-24

PSTP INNOVATOR ETFS TRUST11.4K shares-0.53%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-06-302026-07-24

IJAN INNOVATOR ETFS TRUST10.5K shares0.00%2026-06-302026-07-24

Sponsored

NNOV INNOVATOR ETFS TRUST12.1K shares-10.21%2026-06-302026-07-24

IAUG INNOVATOR ETFS TRUST12.3K shares-41.79%2026-06-302026-07-24

ICVT ISHARES TR3.0K sharesnew addition2026-06-302026-07-24

LLY ELI LILLY & CO301 sharesnew addition2026-06-302026-07-24

IQLT ISHARES TR7.2K shares0.00%2026-06-302026-07-24

FNDF SCHWAB STRATEGIC TR6.7K shares0.00%2026-06-302026-07-24

VOO VANGUARD INDEX FDS512 sharesnew addition2026-06-302026-07-24

IJK ISHARES TR3.0K shares0.00%2026-06-302026-07-24

Sponsored

DBC INVESCO DB COMMDY INDX TRCK13.0K shares-12.83%2026-06-302026-07-24

FLTB FIDELITY MERRIMACK STR TR6.8K shares-17.37%2026-06-302026-07-24

DEM WISDOMTREE TR6.3K shares-14.50%2026-06-302026-07-24

USMV ISHARES TR3.5K shares0.00%2026-06-302026-07-24

BSMQ INVESCO EXCH TRD SLF IDX FD14.1K shares-13.09%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST7.8K shares0.00%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T3.5K shares-17.02%2026-06-302026-07-24

EJUL INNOVATOR ETFS TRUST9.9K shares-20.50%2026-06-302026-07-24

Sponsored

EOCT INNOVATOR ETFS TRUST9.0K shares-18.53%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC902 sharesnew addition2026-06-302026-07-24

DEXC DIMENSIONAL ETF TRUST3.7K shares-1.78%2026-06-302026-07-24

DFAR DIMENSIONAL ETF TRUST11.7K shares8.93%2026-06-302026-07-24

EMXC ISHARES INC2.9K sharesnew addition2026-06-302026-07-24

BSMR INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO852 shares0.00%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS3.5K shares0.00%2026-06-302026-07-24

Sponsored

DFAS DIMENSIONAL ETF TRUST3.3K shares2.01%2026-06-302026-07-24

DFIS DIMENSIONAL ETF TRUST7.7K shares-27.54%2026-06-302026-07-24

VGSH VANGUARD SCOTTSDALE FDS4.5K shares-2.85%2026-06-302026-07-24

GLD SPDR GOLD TR710 shares0.00%2026-06-302026-07-24

IHAK ISHARES TR4.2K sharesnew addition2026-06-302026-07-24

INOV INNOVATOR ETFS TRUST6.8K shares0.00%2026-06-302026-07-24

BA BOEING CO1.1K sharesnew addition2026-06-302026-07-24

KAPR INNOVATOR ETFS TRUST6.1K shares0.00%2026-06-302026-07-24

Sponsored

DFAU DIMENSIONAL ETF TRUST4.7K shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC411 sharesnew addition2026-06-302026-07-24

CAT CATERPILLAR INC222 sharesnew addition2026-06-302026-07-24

FELG FIDELITY COVINGTON TRUST5.3K shares0.00%2026-06-302026-07-24

SPLV INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-06-302026-07-24

VTEB VANGUARD MUN BD FDS4.4K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS908 sharesnew addition2026-06-302026-07-24

IXUS ISHARES TR2.3K sharesnew addition2026-06-302026-07-24

Sponsored

IPAC ISHARES TR2.6K sharesnew addition2026-06-302026-07-24

IWD ISHARES TR864 shares-9.05%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC429 sharesnew addition2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS2.1K sharesnew addition2026-06-302026-07-24

KXI ISHARES TR3.0K shares0.00%2026-06-302026-07-24

ETY EATON VANCE TAX-MANAGED DIVE10.7K shares0.00%2026-06-302026-07-24

HYT BLACKROCK CORPOR HI YLD FD I14.8K shares0.00%2026-06-302026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.05%

Shares254.2K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

-9.49%

Shares87.9K

Event2026-06-30

Filed2026-07-24

VIGI

VANGUARD WHITEHALL FDS

-6.58%

Shares61.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

104.65%

Shares17.5K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

565.59%

Shares57.3K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

14.07%

Shares90.1K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

9.65%

Shares16.9K

Event2026-06-30

Filed2026-07-24

SCHY

SCHWAB STRATEGIC TR

-4.60%

Shares123.5K

Event2026-06-30

Filed2026-07-24

VDC

VANGUARD WORLD FD

-5.51%

Shares14.2K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

3.62%

Shares61.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

6.55%

Shares14.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

108.43%

Shares14.2K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

-4.11%

Shares36.3K

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

22.94%

Shares8.5K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

2.72%

Shares59.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.06%

Shares6.6K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-0.81%

Shares23.4K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

1.23%

Shares19.9K

Event2026-06-30

Filed2026-07-24

HGER

HARBOR ETF TRUST

13.39%

Shares63.5K

Event2026-06-30

Filed2026-07-24

BUFY

FIRST TR EXCHNG TRADED FD VI

68.52%

Shares77.0K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

23.06%

Shares7.6K

Event2026-06-30

Filed2026-07-24

MINT

PIMCO ETF TR

75.93%

Shares15.8K

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-12.64%

Shares48.9K

Event2026-06-30

Filed2026-07-24

EEMV

ISHARES INC

12.84%

Shares19.9K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

30.04%

Shares73.8K

Event2026-06-30

Filed2026-07-24

SCHO

SCHWAB STRATEGIC TR

-19.83%

Shares59.1K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

24.90%

Shares72.0K

Event2026-06-30

Filed2026-07-24

PYLD

PIMCO ETF TR

8.37%

Shares52.9K

Event2026-06-30

Filed2026-07-24

BOND

PIMCO ETF TR

353.65%

Shares13.8K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

55.36%

Shares24.3K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

-4.33%

Shares26.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-1.24%

Shares3.2K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

0.11%

Shares55.3K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

5.68%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

39.22%

Shares2.8K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

7.95%

Shares21.0K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

17.92%

Shares2.5K

Event2026-06-30

Filed2026-07-24

BUFQ

FIRST TR EXCHNG TRADED FD VI

235.44%

Shares21.3K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

-3.71%

Shares10.8K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-9.32%

Shares1.8K

Event2026-06-30

Filed2026-07-24

USFR

WISDOMTREE TR

18.15%

Shares15.0K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

26.58%

Shares28.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.06%

Shares1.5K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-1.17%

Shares929

Event2026-06-30

Filed2026-07-24

DFEV

DIMENSIONAL ETF TRUST

57.95%

Shares15.4K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

6.03%

Shares16.5K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

1.73%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IAPR

INNOVATOR ETFS TRUST

-12.95%

Shares19.1K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

76.58%

Shares7.2K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

4.46%

Shares15.5K

Event2026-06-30

Filed2026-07-24

IJUL

INNOVATOR ETFS TRUST

-7.61%

Shares16.3K

Event2026-06-30

Filed2026-07-24

PAPR

INNOVATOR ETFS TRUST

-33.98%

Shares12.5K

Event2026-06-30

Filed2026-07-24

HYS

PIMCO ETF TR

13.88%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-0.43%

Shares13.0K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-1.30%

Shares12.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

285.23%

Shares5.7K

Event2026-06-30

Filed2026-07-24

EDIV

SPDR INDEX SHS FDS

19.86%

Shares11.1K

Event2026-06-30

Filed2026-07-24

EFAV

ISHARES TR

-0.92%

Shares4.8K

Event2026-06-30

Filed2026-07-24

LDUR

PIMCO ETF TR

8.87%

Shares4.4K

Event2026-06-30

Filed2026-07-24

GNR

SPDR INDEX SHS FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-24

PSTP

INNOVATOR ETFS TRUST

-0.53%

Shares11.4K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

IJAN

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

NNOV

INNOVATOR ETFS TRUST

-10.21%

Shares12.1K

Event2026-06-30

Filed2026-07-24

IAUG

INNOVATOR ETFS TRUST

-41.79%

Shares12.3K

Event2026-06-30

Filed2026-07-24

ICVT

ISHARES TR

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

New

Shares301

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

New

Shares512

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DBC

INVESCO DB COMMDY INDX TRCK

-12.83%

Shares13.0K

Event2026-06-30

Filed2026-07-24

FLTB

FIDELITY MERRIMACK STR TR

-17.37%

Shares6.8K

Event2026-06-30

Filed2026-07-24

DEM

WISDOMTREE TR

-14.50%

Shares6.3K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

BSMQ

INVESCO EXCH TRD SLF IDX FD

-13.09%

Shares14.1K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-17.02%

Shares3.5K

Event2026-06-30

Filed2026-07-24

EJUL

INNOVATOR ETFS TRUST

-20.50%

Shares9.9K

Event2026-06-30

Filed2026-07-24

EOCT

INNOVATOR ETFS TRUST

-18.53%

Shares9.0K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares902

Event2026-06-30

Filed2026-07-24

DEXC

DIMENSIONAL ETF TRUST

-1.78%

Shares3.7K

Event2026-06-30

Filed2026-07-24

DFAR

DIMENSIONAL ETF TRUST

8.93%

Shares11.7K

Event2026-06-30

Filed2026-07-24

EMXC

ISHARES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-24

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.00%

Shares852

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

2.01%

Shares3.3K

Event2026-06-30

Filed2026-07-24

DFIS

DIMENSIONAL ETF TRUST

-27.54%

Shares7.7K

Event2026-06-30

Filed2026-07-24

VGSH

VANGUARD SCOTTSDALE FDS

-2.85%

Shares4.5K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares710

Event2026-06-30

Filed2026-07-24

IHAK

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-24

INOV

INNOVATOR ETFS TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

BOEING CO

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares411

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

New

Shares222

Event2026-06-30

Filed2026-07-24

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

New

Shares908

Event2026-06-30

Filed2026-07-24

IXUS

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-24

IPAC

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

-9.05%

Shares864

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares429

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

KXI

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-24

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available