Sponsored

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

Currently, PBMares Wealth Management LLC holds 196 types of securities in its portfolio with a total value $616.9M. In the most recent quarter, they have increased their positions in DFCF (+213.6K shares, valued at $9.1M), DFAU (+91.0K shares, valued at $4.2M), DFSD (+69.4K shares, valued at $3.3M); decreased their positions in HLT (-2.6K shares, valued at $674.5K), VV (-997 shares, valued at $307.0K), DFUV (-6.0K shares, valued at $269.6K); initiated new positions in BE (+10.8K shares, valued at $911.7K), PLTR (+1.5K shares, valued at $277.2K), ETHE (+8.1K shares, valued at $276.5K).

1M P&L

+50.7M+7.95%

3M P&L

+26.4M+3.99%

HY P&L

+56.4M+8.93%

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/A514.0M

83.3%

2Oil & Gas Integrated11.8M

1.9%

3Software - Infrastructure9.2M

1.5%

Top Industries by Stock Count

1N/A95 stocks

48.7%

2Aerospace & Defense6 stocks

3.1%

3Utilities - Regulated Electric6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST924.7K shares1.40%2025-09-302025-10-27

DFCF DIMENSIONAL ETF TRUST1.1M shares23.40%2025-09-302025-10-27

DFAU DIMENSIONAL ETF TRUST1.0M shares10.01%2025-09-302025-10-27

DFAC DIMENSIONAL ETF TRUST1.2M shares6.40%2025-09-302025-10-27

DFAI DIMENSIONAL ETF TRUST773.5K shares6.08%2025-09-302025-10-27

DFAT DIMENSIONAL ETF TRUST451.9K shares-0.08%2025-09-302025-10-27

DFNM DIMENSIONAL ETF TRUST536.3K shares5.32%2025-09-302025-10-27

DUHP DIMENSIONAL ETF TRUST663.1K shares13.08%2025-09-302025-10-27

Sponsored

DFIV DIMENSIONAL ETF TRUST444.5K shares1.04%2025-09-302025-10-27

DFAS DIMENSIONAL ETF TRUST240.0K shares1.99%2025-09-302025-10-27

DFUV DIMENSIONAL ETF TRUST358.4K shares-1.66%2025-09-302025-10-27

DFAE DIMENSIONAL ETF TRUST397.2K shares7.16%2025-09-302025-10-27

XOM EXXON MOBIL CORP96.9K shares0.58%2025-09-302025-10-27

DIHP DIMENSIONAL ETF TRUST324.3K shares9.46%2025-09-302025-10-27

DFSV DIMENSIONAL ETF TRUST305.0K shares19.46%2025-09-302025-10-27

DFSD DIMENSIONAL ETF TRUST200.6K shares52.93%2025-09-302025-10-27

Sponsored

AAPL APPLE INC34.2K shares0.25%2025-09-302025-10-27

DISV DIMENSIONAL ETF TRUST240.0K shares11.36%2025-09-302025-10-27

DFAX DIMENSIONAL ETF TRUST263.1K shares-0.55%2025-09-302025-10-27

DFEM DIMENSIONAL ETF TRUST238.5K shares5.67%2025-09-302025-10-27

MSFT MICROSOFT CORP12.6K shares-0.99%2025-09-302025-10-27

DFEV DIMENSIONAL ETF TRUST178.6K shares6.13%2025-09-302025-10-27

DFAR DIMENSIONAL ETF TRUST215.3K shares10.28%2025-09-302025-10-27

HLT HILTON WORLDWIDE HLDGS INC19.3K shares-11.88%2025-09-302025-10-27

Sponsored

DFIS DIMENSIONAL ETF TRUST127.8K shares5.91%2025-09-302025-10-27

STLD STEEL DYNAMICS INC28.7K shares0.00%2025-09-302025-10-27

VTI VANGUARD INDEX FDS11.8K shares4.31%2025-09-302025-10-27

DHS WISDOMTREE TR34.6K shares-1.00%2025-09-302025-10-27

SPY SPDR S&P 500 ETF TR5.0K shares0.02%2025-09-302025-10-27

BND VANGUARD BD INDEX FDS44.3K shares-2.20%2025-09-302025-10-27

NOC NORTHROP GRUMMAN CORP4.4K shares0.02%2025-09-302025-10-27

WMT WALMART INC24.6K shares0.00%2025-09-302025-10-27

Sponsored

DFIC DIMENSIONAL ETF TRUST76.5K shares-6.43%2025-09-302025-10-27

VOO VANGUARD INDEX FDS4.1K shares20.20%2025-09-302025-10-27

QQQ INVESCO QQQ TR4.0K shares3.69%2025-09-302025-10-27

PM PHILIP MORRIS INTL INC14.6K shares-0.40%2025-09-302025-10-27

AMZN AMAZON COM INC10.2K shares0.13%2025-09-302025-10-27

VTHR VANGUARD SCOTTSDALE FDS7.4K shares-4.12%2025-09-302025-10-27

NVDA NVIDIA CORPORATION11.2K shares-0.69%2025-09-302025-10-27

ORCL ORACLE CORP7.2K shares0.12%2025-09-302025-10-27

Sponsored

JPM JPMORGAN CHASE & CO.5.9K shares0.02%2025-09-302025-10-27

LMT LOCKHEED MARTIN CORP3.7K shares-1.58%2025-09-302025-10-27

HD HOME DEPOT INC4.4K shares18.58%2025-09-302025-10-27

IVV ISHARES TR2.7K shares29.75%2025-09-302025-10-27

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares3.49%2025-09-302025-10-27

VBR VANGUARD INDEX FDS8.5K shares0.15%2025-09-302025-10-27

BSVO EA SERIES TRUST75.9K shares0.00%2025-09-302025-10-27

IBM INTERNATIONAL BUSINESS MACHS6.0K shares0.30%2025-09-302025-10-27

Sponsored

IAU ISHARES GOLD TR22.6K shares-1.91%2025-09-302025-10-27

VTV VANGUARD INDEX FDS8.5K shares-0.80%2025-09-302025-10-27

VEA VANGUARD TAX-MANAGED FDS26.4K shares-1.86%2025-09-302025-10-27

JNJ JOHNSON & JOHNSON8.5K shares0.33%2025-09-302025-10-27

TFC TRUIST FINL CORP31.6K shares2.02%2025-09-302025-10-27

GOOG ALPHABET INC5.7K shares-1.40%2025-09-302025-10-27

TSLA TESLA INC3.0K shares14.88%2025-09-302025-10-27

IJH ISHARES TR20.0K shares-6.51%2025-09-302025-10-27

Sponsored

MRK MERCK & CO INC15.5K shares0.00%2025-09-302025-10-27

GOOGL ALPHABET INC5.3K shares-0.19%2025-09-302025-10-27

MO ALTRIA GROUP INC19.2K shares0.02%2025-09-302025-10-27

DFIP DIMENSIONAL ETF TRUST30.1K shares-0.66%2025-09-302025-10-27

IJR ISHARES TR10.6K shares3.69%2025-09-302025-10-27

VGT VANGUARD WORLD FD1.5K shares-1.49%2025-09-302025-10-27

IJS ISHARES TR10.1K shares0.11%2025-09-302025-10-27

MAR MARRIOTT INTL INC NEW4.3K shares0.00%2025-09-302025-10-27

Sponsored

OEF ISHARES TR3.3K shares0.00%2025-09-302025-10-27

IWF ISHARES TR2.3K shares0.00%2025-09-302025-10-27

COST COSTCO WHSL CORP NEW1.2K shares-0.25%2025-09-302025-10-27

EPD ENTERPRISE PRODS PARTNERS L34.0K shares183.26%2025-09-302025-10-27

CSX CSX CORP29.8K shares0.00%2025-09-302025-10-27

PEP PEPSICO INC7.5K shares0.70%2025-09-302025-10-27

DUSB DIMENSIONAL ETF TRUST20.7K shares0.68%2025-09-302025-10-27

ITOT ISHARES TR7.2K shares-0.46%2025-09-302025-10-27

Sponsored

V VISA INC3.0K shares-0.59%2025-09-302025-10-27

VWO VANGUARD INTL EQUITY INDEX F18.3K shares-4.77%2025-09-302025-10-27

LHX L3HARRIS TECHNOLOGIES INC3.1K shares-5.50%2025-09-302025-10-27

BX BLACKSTONE INC5.6K shares0.00%2025-09-302025-10-27

D DOMINION ENERGY INC15.5K shares-1.58%2025-09-302025-10-27

PG PROCTER AND GAMBLE CO6.1K shares2.41%2025-09-302025-10-27

BAC BANK AMERICA CORP18.0K shares18.73%2025-09-302025-10-27

EMXC ISHARES INC13.6K shares13.52%2025-09-302025-10-27

Sponsored

BE BLOOM ENERGY CORP10.8K sharesnew addition2025-09-302025-10-27

XLK SELECT SECTOR SPDR TR3.2K shares24.16%2025-09-302025-10-27

T AT&T INC30.1K shares7.11%2025-09-302025-10-27

TOWN TOWNEBANK PORTSMOUTH VA24.3K shares0.12%2025-09-302025-10-27

CVX CHEVRON CORP NEW5.4K shares1.02%2025-09-302025-10-27

MUB ISHARES TR7.5K shares0.33%2025-09-302025-10-27

MCD MCDONALDS CORP2.5K shares1.60%2025-09-302025-10-27

FERG FERGUSON ENTERPRISES INC3.4K shares0.00%2025-09-302025-10-27

Sponsored

RTX RTX CORPORATION4.5K shares0.02%2025-09-302025-10-27

MDLZ MONDELEZ INTL INC11.4K shares-4.08%2025-09-302025-10-27

CAT CATERPILLAR INC1.5K shares0.00%2025-09-302025-10-27

GLD SPDR GOLD TR2.0K shares24.27%2025-09-302025-10-27

EFA ISHARES TR7.4K shares-0.22%2025-09-302025-10-27

BIV VANGUARD BD INDEX FDS8.7K shares0.00%2025-09-302025-10-27

VZ VERIZON COMMUNICATIONS INC15.2K shares14.21%2025-09-302025-10-27

SCZ ISHARES TR8.6K shares-6.99%2025-09-302025-10-27

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF7.3K shares-4.37%2025-09-302025-10-27

DUK DUKE ENERGY CORP NEW5.3K shares0.98%2025-09-302025-10-27

VLO VALERO ENERGY CORP3.8K shares0.00%2025-09-302025-10-27

EMLP FIRST TR EXCHANGE-TRADED FD16.9K shares2.85%2025-09-302025-10-27

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-4.32%2025-09-302025-10-27

TFLO ISHARES TR12.1K shares23.17%2025-09-302025-10-27

VONG VANGUARD SCOTTSDALE FDS5.0K shares-0.02%2025-09-302025-10-27

RPV INVESCO EXCHANGE TRADED FD T5.8K shares-0.87%2025-09-302025-10-27

Sponsored

IEMG ISHARES INC8.5K shares-0.92%2025-09-302025-10-27

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.19%2025-09-302025-10-27

TPR TAPESTRY INC4.9K shares0.00%2025-09-302025-10-27

DFAW DIMENSIONAL ETF TRUST7.7K shares10.79%2025-09-302025-10-27

DFLV DIMENSIONAL ETF TRUST16.6K shares41.08%2025-09-302025-10-27

ABBV ABBVIE INC2.3K shares-3.38%2025-09-302025-10-27

LLY ELI LILLY & CO687 shares0.00%2025-09-302025-10-27

VUG VANGUARD INDEX FDS1.1K shares18.38%2025-09-302025-10-27

Sponsored

STIP ISHARES TR4.7K shares3.70%2025-09-302025-10-27

IWD ISHARES TR2.4K shares0.00%2025-09-302025-10-27

EFV ISHARES TR6.7K shares-0.68%2025-09-302025-10-27

IWO ISHARES TR1.4K shares1.77%2025-09-302025-10-27

IWR ISHARES TR4.6K shares0.00%2025-09-302025-10-27

META META PLATFORMS INC592 shares-0.67%2025-09-302025-10-27

CSCO CISCO SYS INC6.3K shares0.11%2025-09-302025-10-27

GE GE AEROSPACE1.4K shares2.72%2025-09-302025-10-27

Sponsored

MKC MCCORMICK & CO INC6.4K shares0.00%2025-09-302025-10-27

VV VANGUARD INDEX FDS1.4K shares-42.01%2025-09-302025-10-27

PNC PNC FINL SVCS GROUP INC2.0K shares31.78%2025-09-302025-10-27

DVY ISHARES TR2.8K shares0.07%2025-09-302025-10-27

IWB ISHARES TR1.1K shares0.00%2025-09-302025-10-27

VXUS VANGUARD STAR FDS5.4K shares0.13%2025-09-302025-10-27

DOL WISDOMTREE TR6.3K shares0.29%2025-09-302025-10-27

TXN TEXAS INSTRS INC2.1K shares0.05%2025-09-302025-10-27

Sponsored

REFI CHICAGO ATLANTIC REAL ESTATE30.2K shares-2.11%2025-09-302025-10-27

IEFA ISHARES TR4.4K shares-1.51%2025-09-302025-10-27

VSS VANGUARD INTL EQUITY INDEX F2.7K shares0.11%2025-09-302025-10-27

ADBE ADOBE INC1.1K shares0.00%2025-09-302025-10-27

CMCSA COMCAST CORP NEW12.1K shares0.00%2025-09-302025-10-27

DIS DISNEY WALT CO3.3K shares0.00%2025-09-302025-10-27

VYM VANGUARD WHITEHALL FDS2.6K shares-20.78%2025-09-302025-10-27

IJJ ISHARES TR2.8K shares3.38%2025-09-302025-10-27

Sponsored

PK PARK HOTELS & RESORTS INC31.3K shares0.00%2025-09-302025-10-27

WM WASTE MGMT INC DEL1.5K shares-2.42%2025-09-302025-10-27

TMO THERMO FISHER SCIENTIFIC INC690 shares0.00%2025-09-302025-10-27

BA BOEING CO1.5K shares-11.90%2025-09-302025-10-27

UNP UNION PAC CORP1.4K shares0.00%2025-09-302025-10-27

PANW PALO ALTO NETWORKS INC1.6K shares0.00%2025-09-302025-10-27

DTE DTE ENERGY CO2.3K shares0.00%2025-09-302025-10-27

AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-10-27

Sponsored

HDV ISHARES TR2.6K shares48.19%2025-09-302025-10-27

SO SOUTHERN CO3.3K shares0.03%2025-09-302025-10-27

PAA PLAINS ALL AMERN PIPELINE L18.2K shares0.63%2025-09-302025-10-27

IVE ISHARES TR1.5K shares0.14%2025-09-302025-10-27

MMM 3M CO2.0K shares0.00%2025-09-302025-10-27

NEE NEXTERA ENERGY INC4.0K shares0.00%2025-09-302025-10-27

UNH UNITEDHEALTH GROUP INC874 shares9.25%2025-09-302025-10-27

ENVX ENOVIX CORPORATION30.0K shares0.00%2025-09-302025-10-27

Sponsored

KO COCA COLA CO4.5K shares12.48%2025-09-302025-10-27

HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-10-27

PFE PFIZER INC11.5K shares4.25%2025-09-302025-10-27

EMR EMERSON ELEC CO2.2K shares0.00%2025-09-302025-10-27

VNQ VANGUARD INDEX FDS3.1K shares5.28%2025-09-302025-10-27

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-10-27

ELV ELEVANCE HEALTH INC FORMERLY858 shares0.00%2025-09-302025-10-27

FREL FIDELITY COVINGTON TRUST9.9K shares14.17%2025-09-302025-10-27

Sponsored

ETHE GRAYSCALE ETHEREUM TRUST ETF8.1K sharesnew addition2025-09-302025-10-27

SCHO SCHWAB STRATEGIC TR11.2K shares0.00%2025-09-302025-10-27

LOW LOWES COS INC1.1K sharesnew addition2025-09-302025-10-27

VGSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2025-09-302025-10-27

DFSU DIMENSIONAL ETF TRUST6.3K shares9.33%2025-09-302025-10-27

CRH CRH PLC2.2K shares0.00%2025-09-302025-10-27

QUAL ISHARES TR1.4K shares-1.32%2025-09-302025-10-27

HGV HILTON GRAND VACATIONS INC6.3K shares0.00%2025-09-302025-10-27

Sponsored

ENB ENBRIDGE INC5.2K shares0.06%2025-09-302025-10-27

EEM ISHARES TR4.8K shares-5.84%2025-09-302025-10-27

CTBI COMMUNITY TR BANCORP INC4.6K shares0.00%2025-09-302025-10-27

QYLD GLOBAL X FDS15.0K sharesnew addition2025-09-302025-10-27

XYLD GLOBAL X FDS6.4K sharesnew addition2025-09-302025-10-27

DEM WISDOMTREE TR5.4K shares-4.97%2025-09-302025-10-27

NSC NORFOLK SOUTHN CORP812 sharesnew addition2025-09-302025-10-27

IWM ISHARES TR1.0K shares0.00%2025-09-302025-10-27

Sponsored

GS GOLDMAN SACHS GROUP INC300 shares0.00%2025-09-302025-10-27

XLC SELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-10-27

HCA HCA HEALTHCARE INC546 shares0.00%2025-09-302025-10-27

CB CHUBB LIMITED815 shares-2.16%2025-09-302025-10-27

ETN EATON CORP PLC615 shares0.16%2025-09-302025-10-27

YUM YUM BRANDS INC1.5K shares4.48%2025-09-302025-10-27

VOE VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-27

INTC INTEL CORP6.5K sharesnew addition2025-09-302025-10-27

Sponsored

DIA SPDR DOW JONES INDL AVERAGE471 sharesnew addition2025-09-302025-10-27

GEV GE VERNOVA INC349 sharesnew addition2025-09-302025-10-27

VHT VANGUARD WORLD FD814 sharesnew addition2025-09-302025-10-27

NFLX NETFLIX INC176 shares-1.12%2025-09-302025-10-27

LIN LINDE PLC442 shares0.00%2025-09-302025-10-27

DHR DANAHER CORPORATION1.0K shares-25.43%2025-09-302025-10-27

MA MASTERCARD INCORPORATED355 sharesnew addition2025-09-302025-10-27

ED CONSOLIDATED EDISON INC2.0K shares0.00%2025-09-302025-10-27

Sponsored

EOSE EOS ENERGY ENTERPRISES INC10.0K sharesnew addition2025-09-302025-10-27

BB BLACKBERRY LTD14.0K shares0.00%2025-09-302025-10-27

OPK OPKO HEALTH INC27.0K shares0.00%2025-09-302025-10-27

SHOPIFY INC SHOPIFY INC13.0K shares0.00%2025-09-302025-10-27

DFUS

DIMENSIONAL ETF TRUST

1.40%

Shares924.7K

Event2025-09-30

Filed2025-10-27

DFCF

DIMENSIONAL ETF TRUST

23.40%

Shares1.1M

Event2025-09-30

Filed2025-10-27

DFAU

DIMENSIONAL ETF TRUST

10.01%

Shares1.0M

Event2025-09-30

Filed2025-10-27

DFAC

DIMENSIONAL ETF TRUST

6.40%

Shares1.2M

Event2025-09-30

Filed2025-10-27

DFAI

DIMENSIONAL ETF TRUST

6.08%

Shares773.5K

Event2025-09-30

Filed2025-10-27

DFAT

DIMENSIONAL ETF TRUST

-0.08%

Shares451.9K

Event2025-09-30

Filed2025-10-27

DFNM

DIMENSIONAL ETF TRUST

5.32%

Shares536.3K

Event2025-09-30

Filed2025-10-27

DUHP

DIMENSIONAL ETF TRUST

13.08%

Shares663.1K

Event2025-09-30

Filed2025-10-27

DFIV

DIMENSIONAL ETF TRUST

1.04%

Shares444.5K

Event2025-09-30

Filed2025-10-27

DFAS

DIMENSIONAL ETF TRUST

1.99%

Shares240.0K

Event2025-09-30

Filed2025-10-27

DFUV

DIMENSIONAL ETF TRUST

-1.66%

Shares358.4K

Event2025-09-30

Filed2025-10-27

DFAE

DIMENSIONAL ETF TRUST

7.16%

Shares397.2K

Event2025-09-30

Filed2025-10-27

XOM

EXXON MOBIL CORP

0.58%

Shares96.9K

Event2025-09-30

Filed2025-10-27

DIHP

DIMENSIONAL ETF TRUST

9.46%

Shares324.3K

Event2025-09-30

Filed2025-10-27

DFSV

DIMENSIONAL ETF TRUST

19.46%

Shares305.0K

Event2025-09-30

Filed2025-10-27

DFSD

DIMENSIONAL ETF TRUST

52.93%

Shares200.6K

Event2025-09-30

Filed2025-10-27

AAPL

APPLE INC

0.25%

Shares34.2K

Event2025-09-30

Filed2025-10-27

DISV

DIMENSIONAL ETF TRUST

11.36%

Shares240.0K

Event2025-09-30

Filed2025-10-27

DFAX

DIMENSIONAL ETF TRUST

-0.55%

Shares263.1K

Event2025-09-30

Filed2025-10-27

DFEM

DIMENSIONAL ETF TRUST

5.67%

Shares238.5K

Event2025-09-30

Filed2025-10-27

MSFT

MICROSOFT CORP

-0.99%

Shares12.6K

Event2025-09-30

Filed2025-10-27

DFEV

DIMENSIONAL ETF TRUST

6.13%

Shares178.6K

Event2025-09-30

Filed2025-10-27

DFAR

DIMENSIONAL ETF TRUST

10.28%

Shares215.3K

Event2025-09-30

Filed2025-10-27

HLT

HILTON WORLDWIDE HLDGS INC

-11.88%

Shares19.3K

Event2025-09-30

Filed2025-10-27

DFIS

DIMENSIONAL ETF TRUST

5.91%

Shares127.8K

Event2025-09-30

Filed2025-10-27

STLD

STEEL DYNAMICS INC

0.00%

Shares28.7K

Event2025-09-30

Filed2025-10-27

VTI

VANGUARD INDEX FDS

4.31%

Shares11.8K

Event2025-09-30

Filed2025-10-27

DHS

WISDOMTREE TR

-1.00%

Shares34.6K

Event2025-09-30

Filed2025-10-27

SPY

SPDR S&P 500 ETF TR

0.02%

Shares5.0K

Event2025-09-30

Filed2025-10-27

BND

VANGUARD BD INDEX FDS

-2.20%

Shares44.3K

Event2025-09-30

Filed2025-10-27

NOC

NORTHROP GRUMMAN CORP

0.02%

Shares4.4K

Event2025-09-30

Filed2025-10-27

WMT

WALMART INC

0.00%

Shares24.6K

Event2025-09-30

Filed2025-10-27

DFIC

DIMENSIONAL ETF TRUST

-6.43%

Shares76.5K

Event2025-09-30

Filed2025-10-27

VOO

VANGUARD INDEX FDS

20.20%

Shares4.1K

Event2025-09-30

Filed2025-10-27

QQQ

INVESCO QQQ TR

3.69%

Shares4.0K

Event2025-09-30

Filed2025-10-27

PHILIP MORRIS INTL INC

-0.40%

Shares14.6K

Event2025-09-30

Filed2025-10-27

AMZN

AMAZON COM INC

0.13%

Shares10.2K

Event2025-09-30

Filed2025-10-27

VTHR

VANGUARD SCOTTSDALE FDS

-4.12%

Shares7.4K

Event2025-09-30

Filed2025-10-27

NVDA

NVIDIA CORPORATION

-0.69%

Shares11.2K

Event2025-09-30

Filed2025-10-27

ORCL

ORACLE CORP

0.12%

Shares7.2K

Event2025-09-30

Filed2025-10-27

JPM

JPMORGAN CHASE & CO.

0.02%

Shares5.9K

Event2025-09-30

Filed2025-10-27

LMT

LOCKHEED MARTIN CORP

-1.58%

Shares3.7K

Event2025-09-30

Filed2025-10-27

HOME DEPOT INC

18.58%

Shares4.4K

Event2025-09-30

Filed2025-10-27

IVV

ISHARES TR

29.75%

Shares2.7K

Event2025-09-30

Filed2025-10-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.49%

Shares3.5K

Event2025-09-30

Filed2025-10-27

VBR

VANGUARD INDEX FDS

0.15%

Shares8.5K

Event2025-09-30

Filed2025-10-27

BSVO

EA SERIES TRUST

0.00%

Shares75.9K

Event2025-09-30

Filed2025-10-27

IBM

INTERNATIONAL BUSINESS MACHS

0.30%

Shares6.0K

Event2025-09-30

Filed2025-10-27

IAU

ISHARES GOLD TR

-1.91%

Shares22.6K

Event2025-09-30

Filed2025-10-27

VTV

VANGUARD INDEX FDS

-0.80%

Shares8.5K

Event2025-09-30

Filed2025-10-27

VEA

VANGUARD TAX-MANAGED FDS

-1.86%

Shares26.4K

Event2025-09-30

Filed2025-10-27

JNJ

JOHNSON & JOHNSON

0.33%

Shares8.5K

Event2025-09-30

Filed2025-10-27

TFC

TRUIST FINL CORP

2.02%

Shares31.6K

Event2025-09-30

Filed2025-10-27

GOOG

ALPHABET INC

-1.40%

Shares5.7K

Event2025-09-30

Filed2025-10-27

TSLA

TESLA INC

14.88%

Shares3.0K

Event2025-09-30

Filed2025-10-27

IJH

ISHARES TR

-6.51%

Shares20.0K

Event2025-09-30

Filed2025-10-27

MRK

MERCK & CO INC

0.00%

Shares15.5K

Event2025-09-30

Filed2025-10-27

GOOGL

ALPHABET INC

-0.19%

Shares5.3K

Event2025-09-30

Filed2025-10-27

ALTRIA GROUP INC

0.02%

Shares19.2K

Event2025-09-30

Filed2025-10-27

DFIP

DIMENSIONAL ETF TRUST

-0.66%

Shares30.1K

Event2025-09-30

Filed2025-10-27

IJR

ISHARES TR

3.69%

Shares10.6K

Event2025-09-30

Filed2025-10-27

VGT

VANGUARD WORLD FD

-1.49%

Shares1.5K

Event2025-09-30

Filed2025-10-27

IJS

ISHARES TR

0.11%

Shares10.1K

Event2025-09-30

Filed2025-10-27

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.3K

Event2025-09-30

Filed2025-10-27

OEF

ISHARES TR

0.00%

Shares3.3K

Event2025-09-30

Filed2025-10-27

IWF

ISHARES TR

0.00%

Shares2.3K

Event2025-09-30

Filed2025-10-27

COST

COSTCO WHSL CORP NEW

-0.25%

Shares1.2K

Event2025-09-30

Filed2025-10-27

EPD

ENTERPRISE PRODS PARTNERS L

183.26%

Shares34.0K

Event2025-09-30

Filed2025-10-27

CSX

CSX CORP

0.00%

Shares29.8K

Event2025-09-30

Filed2025-10-27

PEP

PEPSICO INC

0.70%

Shares7.5K

Event2025-09-30

Filed2025-10-27

DUSB

DIMENSIONAL ETF TRUST

0.68%

Shares20.7K

Event2025-09-30

Filed2025-10-27

ITOT

ISHARES TR

-0.46%

Shares7.2K

Event2025-09-30

Filed2025-10-27

VISA INC

-0.59%

Shares3.0K

Event2025-09-30

Filed2025-10-27

VWO

VANGUARD INTL EQUITY INDEX F

-4.77%

Shares18.3K

Event2025-09-30

Filed2025-10-27

LHX

L3HARRIS TECHNOLOGIES INC

-5.50%

Shares3.1K

Event2025-09-30

Filed2025-10-27

BLACKSTONE INC

0.00%

Shares5.6K

Event2025-09-30

Filed2025-10-27

DOMINION ENERGY INC

-1.58%

Shares15.5K

Event2025-09-30

Filed2025-10-27

PROCTER AND GAMBLE CO

2.41%

Shares6.1K

Event2025-09-30

Filed2025-10-27

BAC

BANK AMERICA CORP

18.73%

Shares18.0K

Event2025-09-30

Filed2025-10-27

EMXC

ISHARES INC

13.52%

Shares13.6K

Event2025-09-30

Filed2025-10-27

BLOOM ENERGY CORP

New

Shares10.8K

Event2025-09-30

Filed2025-10-27

XLK

SELECT SECTOR SPDR TR

24.16%

Shares3.2K

Event2025-09-30

Filed2025-10-27

AT&T INC

7.11%

Shares30.1K

Event2025-09-30

Filed2025-10-27

TOWN

TOWNEBANK PORTSMOUTH VA

0.12%

Shares24.3K

Event2025-09-30

Filed2025-10-27

CVX

CHEVRON CORP NEW

1.02%

Shares5.4K

Event2025-09-30

Filed2025-10-27

MUB

ISHARES TR

0.33%

Shares7.5K

Event2025-09-30

Filed2025-10-27

MCD

MCDONALDS CORP

1.60%

Shares2.5K

Event2025-09-30

Filed2025-10-27

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares3.4K

Event2025-09-30

Filed2025-10-27

RTX

RTX CORPORATION

0.02%

Shares4.5K

Event2025-09-30

Filed2025-10-27

MDLZ

MONDELEZ INTL INC

-4.08%

Shares11.4K

Event2025-09-30

Filed2025-10-27

CAT

CATERPILLAR INC

0.00%

Shares1.5K

Event2025-09-30

Filed2025-10-27

GLD

SPDR GOLD TR

24.27%

Shares2.0K

Event2025-09-30

Filed2025-10-27

EFA

ISHARES TR

-0.22%

Shares7.4K

Event2025-09-30

Filed2025-10-27

BIV

VANGUARD BD INDEX FDS

0.00%

Shares8.7K

Event2025-09-30

Filed2025-10-27

VERIZON COMMUNICATIONS INC

14.21%

Shares15.2K

Event2025-09-30

Filed2025-10-27

SCZ

ISHARES TR

-6.99%

Shares8.6K

Event2025-09-30

Filed2025-10-27

GBTC

GRAYSCALE BITCOIN TRUST ETF

-4.37%

Shares7.3K

Event2025-09-30

Filed2025-10-27

DUK

DUKE ENERGY CORP NEW

0.98%

Shares5.3K

Event2025-09-30

Filed2025-10-27

VLO

VALERO ENERGY CORP

0.00%

Shares3.8K

Event2025-09-30

Filed2025-10-27

EMLP

FIRST TR EXCHANGE-TRADED FD

2.85%

Shares16.9K

Event2025-09-30

Filed2025-10-27

ADP

AUTOMATIC DATA PROCESSING IN

-4.32%

Shares2.1K

Event2025-09-30

Filed2025-10-27

TFLO

ISHARES TR

23.17%

Shares12.1K

Event2025-09-30

Filed2025-10-27

VONG

VANGUARD SCOTTSDALE FDS

-0.02%

Shares5.0K

Event2025-09-30

Filed2025-10-27

RPV

INVESCO EXCHANGE TRADED FD T

-0.87%

Shares5.8K

Event2025-09-30

Filed2025-10-27

IEMG

ISHARES INC

-0.92%

Shares8.5K

Event2025-09-30

Filed2025-10-27

VIG

VANGUARD SPECIALIZED FUNDS

-0.19%

Shares2.6K

Event2025-09-30

Filed2025-10-27

TPR

TAPESTRY INC

0.00%

Shares4.9K

Event2025-09-30

Filed2025-10-27

DFAW

DIMENSIONAL ETF TRUST

10.79%

Shares7.7K

Event2025-09-30

Filed2025-10-27

DFLV

DIMENSIONAL ETF TRUST

41.08%

Shares16.6K

Event2025-09-30

Filed2025-10-27

ABBV

ABBVIE INC

-3.38%

Shares2.3K

Event2025-09-30

Filed2025-10-27

LLY

ELI LILLY & CO

0.00%

Shares687

Event2025-09-30

Filed2025-10-27

VUG

VANGUARD INDEX FDS

18.38%

Shares1.1K

Event2025-09-30

Filed2025-10-27

STIP

ISHARES TR

3.70%

Shares4.7K

Event2025-09-30

Filed2025-10-27

IWD

ISHARES TR

0.00%

Shares2.4K

Event2025-09-30

Filed2025-10-27

EFV

ISHARES TR

-0.68%

Shares6.7K

Event2025-09-30

Filed2025-10-27

IWO

ISHARES TR

1.77%

Shares1.4K

Event2025-09-30

Filed2025-10-27

IWR

ISHARES TR

0.00%

Shares4.6K

Event2025-09-30

Filed2025-10-27