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The Analysis of PHILLIPS FINANCIAL MANAGEMENT, LLC's Holdings & P&L

Currently, PHILLIPS FINANCIAL MANAGEMENT, LLC holds 291 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VO (+217.1K shares, valued at $17.5M), DFCF (+72.7K shares, valued at $3.1M), DFSD (+42.5K shares, valued at $2.0M); decreased their positions in N/A (-20.3K shares, valued at $15.2M), DUSB (-153.4K shares, valued at $7.8M), IXUS (-81.1K shares, valued at $7.7M); initiated new positions in KLAC (+1.6K shares, valued at $469.8K), N/A (+600 shares, valued at $433.8K), WDC (+553 shares, valued at $353.2K).

1M P&L

-21.3M-1.81%

3M P&L

+11.2M+0.98%

HY P&L

+11.4M+0.99%

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/A1.1B

95.8%

2Semiconductors7.1M

0.6%

3Consumer Electronics6.0M

0.5%

Top Industries by Stock Count

1N/A208 stocks

77.3%

2Semiconductors6 stocks

2.2%

3Drug Manufacturers - General5 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR202.0K shares-9.15%2026-06-302026-08-03

DFCF DIMENSIONAL ETF TRUST2.6M shares2.88%2026-06-302026-08-03

DFIC DIMENSIONAL ETF TRUST2.5M shares-5.61%2026-06-302026-08-03

DFSD DIMENSIONAL ETF TRUST1.8M shares2.48%2026-06-302026-08-03

DFLV DIMENSIONAL ETF TRUST1.4M shares-3.40%2026-06-302026-08-03

DFAT DIMENSIONAL ETF TRUST712.7K shares-5.96%2026-06-302026-08-03

DUHP DIMENSIONAL ETF TRUST1.2M shares-6.59%2026-06-302026-08-03

DFEM DIMENSIONAL ETF TRUST1.0M shares-6.98%2026-06-302026-08-03

Sponsored

VXUS VANGUARD STAR FDS419.3K shares-13.74%2026-06-302026-08-03

VOO VANGUARD INDEX FDS51.9K shares-15.11%2026-06-302026-08-03

IJH ISHARES TR455.3K shares-17.49%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST418.6K shares-3.60%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST707.5K shares-1.84%2026-06-302026-08-03

IVE ISHARES TR119.5K shares-14.01%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS529.2K shares-6.91%2026-06-302026-08-03

VO VANGUARD INDEX FDS306.5K shares242.77%2026-06-302026-08-03

Sponsored

IXUS ISHARES TR237.4K shares-25.47%2026-06-302026-08-03

DUSB DIMENSIONAL ETF TRUST361.7K shares-29.78%2026-06-302026-08-03

DFAR DIMENSIONAL ETF TRUST657.0K shares-5.45%2026-06-302026-08-03

USHY ISHARES TR454.0K shares-8.24%2026-06-302026-08-03

LRGF ISHARES TR220.2K shares-22.95%2026-06-302026-08-03

VOOV VANGUARD ADMIRAL FDS INC71.7K shares-14.52%2026-06-302026-08-03

ISHARES TR ISHARES TR122.3K shares-34.06%2026-06-302026-08-03

VBR VANGUARD INDEX FDS49.6K shares-12.43%2026-06-302026-08-03

Sponsored

BND VANGUARD BD INDEX FDS145.0K shares-12.12%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS28.0K shares-1.72%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO30.5K shares0.63%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST183.8K shares-1.31%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T13.2K shares-1.65%2026-06-302026-08-03

IJS ISHARES TR64.4K shares-23.04%2026-06-302026-08-03

MGC VANGUARD WORLD FD30.5K shares-15.04%2026-06-302026-08-03

VTV VANGUARD INDEX FDS34.9K shares-7.02%2026-06-302026-08-03

Sponsored

VEU VANGUARD INTL EQUITY INDEX F90.4K shares-8.94%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS87.8K shares-18.81%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR238.8K shares-4.66%2026-06-302026-08-03

DFSV DIMENSIONAL ETF TRUST170.2K shares-3.35%2026-06-302026-08-03

INTF ISHARES TR160.3K shares-20.51%2026-06-302026-08-03

DFAX DIMENSIONAL ETF TRUST175.9K shares-2.19%2026-06-302026-08-03

USRT ISHARES TR94.5K shares-22.67%2026-06-302026-08-03

AAPL APPLE INC20.9K shares-2.91%2026-06-302026-08-03

Sponsored

MGV VANGUARD WORLD FD35.6K shares-18.10%2026-06-302026-08-03

VNQ VANGUARD INDEX FDS59.7K shares-26.90%2026-06-302026-08-03

IAGG ISHARES TR113.5K shares-29.97%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS66.0K shares-25.17%2026-06-302026-08-03

VIOO VANGUARD ADMIRAL FDS INC35.3K shares0.00%2026-06-302026-08-03

NVDA NVIDIA CORPORATION23.4K shares-0.57%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS59.9K shares-23.41%2026-06-302026-08-03

ISTB ISHARES TR92.6K shares-26.92%2026-06-302026-08-03

Sponsored

VV VANGUARD INDEX FDS12.6K shares-0.64%2026-06-302026-08-03

EFA ISHARES TR40.8K shares-23.78%2026-06-302026-08-03

IWB ISHARES TR10.1K shares0.00%2026-06-302026-08-03

IVOO VANGUARD ADMIRAL FDS INC30.7K shares-4.43%2026-06-302026-08-03

GNR SPDR INDEX SHS FDS57.7K shares4.64%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS75.9K shares-7.01%2026-06-302026-08-03

SCHZ SCHWAB STRATEGIC TR164.2K shares-12.58%2026-06-302026-08-03

SCHP SCHWAB STRATEGIC TR140.2K shares22.69%2026-06-302026-08-03

Sponsored

IJR ISHARES TR24.0K shares-16.68%2026-06-302026-08-03

IWR ISHARES TR31.5K shares-7.77%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR95.4K shares-5.92%2026-06-302026-08-03

IBDR ISHARES TR136.3K shares-0.76%2026-06-302026-08-03

ISHARES TR ISHARES TR32.2K shares0.00%2026-06-302026-08-03

VB VANGUARD INDEX FDS10.2K shares-13.96%2026-06-302026-08-03

SMLF ISHARES TR33.5K shares-10.22%2026-06-302026-08-03

ICSH ISHARES TR55.9K shares-16.83%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & CO2.3K shares-18.85%2026-06-302026-08-03

GOOGL ALPHABET INC7.5K shares-1.90%2026-06-302026-08-03

VMBS VANGUARD SCOTTSDALE FDS56.3K shares-0.75%2026-06-302026-08-03

ATO ATMOS ENERGY CORP15.2K shares-0.04%2026-06-302026-08-03

MUB ISHARES TR24.1K shares-33.87%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS32.3K shares-14.87%2026-06-302026-08-03

MSFT MICROSOFT CORP6.8K shares-14.28%2026-06-302026-08-03

IBTG ISHARES TR108.3K shares0.02%2026-06-302026-08-03

Sponsored

AMZN AMAZON COM INC10.3K shares0.74%2026-06-302026-08-03

SUB ISHARES TR21.0K shares-39.72%2026-06-302026-08-03

GOOG ALPHABET INC6.2K shares0.41%2026-06-302026-08-03

VXF VANGUARD INDEX FDS8.6K shares-0.77%2026-06-302026-08-03

ITOT ISHARES TR12.6K shares-11.12%2026-06-302026-08-03

TIP ISHARES TR18.3K shares-33.23%2026-06-302026-08-03

DISV DIMENSIONAL ETF TRUST48.4K shares2.97%2026-06-302026-08-03

IBHF ISHARES TR85.4K shares0.00%2026-06-302026-08-03

Sponsored

IBDS ISHARES TR77.4K shares0.00%2026-06-302026-08-03

IWD ISHARES TR7.7K shares-12.88%2026-06-302026-08-03

TSLA TESLA INC4.0K shares-0.15%2026-06-302026-08-03

GLD SPDR GOLD TR4.4K shares-0.27%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS31.3K shares-25.50%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS30.4K shares0.00%2026-06-302026-08-03

IJJ ISHARES TR10.1K shares0.00%2026-06-302026-08-03

IBMO ISHARES TR57.2K shares-3.37%2026-06-302026-08-03

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares-12.47%2026-06-302026-08-03

VUG VANGUARD INDEX FDS16.8K shares498.93%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F23.4K shares-13.21%2026-06-302026-08-03

SCHM SCHWAB STRATEGIC TR37.4K shares-5.44%2026-06-302026-08-03

IBMP ISHARES TR53.6K shares-5.54%2026-06-302026-08-03

RWR SPDR SERIES TRUST11.7K shares-4.84%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST23.9K shares0.24%2026-06-302026-08-03

EMGF ISHARES INC17.8K shares-6.13%2026-06-302026-08-03

Sponsored

STIP ISHARES TR12.3K shares-15.13%2026-06-302026-08-03

IBMQ ISHARES TR49.2K shares0.00%2026-06-302026-08-03

NPO ENPRO INC3.3K shares3.46%2026-06-302026-08-03

VIOV VANGUARD ADMIRAL FDS INC10.1K shares-8.87%2026-06-302026-08-03

VOE VANGUARD INDEX FDS5.7K shares-42.99%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC965 shares32.74%2026-06-302026-08-03

FNDX SCHWAB STRATEGIC TR35.6K shares0.00%2026-06-302026-08-03

JNK SPDR SERIES TRUST11.3K shares-28.05%2026-06-302026-08-03

Sponsored

INFL LISTED FDS TR21.8K shares4.52%2026-06-302026-08-03

DFUS DIMENSIONAL ETF TRUST12.2K shares0.14%2026-06-302026-08-03

IGE ISHARES TR17.4K shares-1.20%2026-06-302026-08-03

BROADCOM INC BROADCOM INC2.5K shares5.21%2026-06-302026-08-03

IGIB ISHARES TR17.9K shares-25.81%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC1.7K shares3.88%2026-06-302026-08-03

WMT WALMART INC8.1K shares-1.58%2026-06-302026-08-03

IAU ISHARES GOLD TR11.8K shares-4.95%2026-06-302026-08-03

Sponsored

IBTH ISHARES TR38.7K shares0.11%2026-06-302026-08-03

VDE VANGUARD WORLD FD5.7K shares-1.24%2026-06-302026-08-03

STLD STEEL DYNAMICS INC3.7K shares4.99%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR4.4K shares0.00%2026-06-302026-08-03

WMB WILLIAMS COS INC11.1K shares-1.84%2026-06-302026-08-03

DFNM DIMENSIONAL ETF TRUST16.9K shares-17.77%2026-06-302026-08-03

IUSV ISHARES TR7.4K shares-25.18%2026-06-302026-08-03

VISA INC VISA INC2.4K shares-1.17%2026-06-302026-08-03

Sponsored

IBMR ISHARES TR31.8K shares0.00%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS10.9K shares-14.37%2026-06-302026-08-03

ONB OLD NATL BANCORP IND27.8K shares-2.06%2026-06-302026-08-03

SPIP SPDR SERIES TRUST27.5K shares-53.13%2026-06-302026-08-03

FELE FRANKLIN ELEC INC6.5K shares-0.06%2026-06-302026-08-03

ABBVIE INC ABBVIE INC2.7K shares7.63%2026-06-302026-08-03

VNQI VANGUARD INTL EQUITY INDEX F15.2K shares-1.17%2026-06-302026-08-03

VAW VANGUARD WORLD FD3.0K shares-1.46%2026-06-302026-08-03

Sponsored

IBHG ISHARES TR30.0K shares0.00%2026-06-302026-08-03

IEMG ISHARES INC8.0K shares0.00%2026-06-302026-08-03

SDY SPDR SERIES TRUST4.2K shares0.00%2026-06-302026-08-03

ACWX ISHARES TR8.0K shares0.00%2026-06-302026-08-03

SLV ISHARES SILVER TR11.3K shares-8.99%2026-06-302026-08-03

IMTB ISHARES TR13.8K shares-53.78%2026-06-302026-08-03

CAT CATERPILLAR INC549 shares-8.19%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON2.2K shares-5.47%2026-06-302026-08-03

Sponsored

IUSB ISHARES TR12.2K shares-50.43%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.1K shares-6.09%2026-06-302026-08-03

ATEC ALPHATEC HLDGS INC59.6K shares-0.03%2026-06-302026-08-03

IVW ISHARES TR3.7K shares0.00%2026-06-302026-08-03

DE DEERE & CO797 shares-11.44%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares3.91%2026-06-302026-08-03

IWM ISHARES TR1.6K shares0.00%2026-06-302026-08-03

QQQ INVESCO QQQ TR662 shares-1.49%2026-06-302026-08-03

Sponsored

LNC LINCOLN NATL CORP IND13.7K shares-19.73%2026-06-302026-08-03

KLAC KLA CORP1.6K sharesnew addition2026-06-302026-08-03

HD HOME DEPOT INC1.3K shares-18.73%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC600 sharesnew addition2026-06-302026-08-03

LRCX LAM RESEARCH CORP1.0K shares2.25%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC856 shares2.15%2026-06-302026-08-03

IWF ISHARES TR3.2K shares206.35%2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF11.5K shares0.00%2026-06-302026-08-03

Sponsored

KO COCA COLA CO4.7K shares13.68%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION405 shares-7.11%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.5.2K shares-9.60%2026-06-302026-08-03

EPD ENTERPRISE PRODS PARTNERS L10.0K shares0.00%2026-06-302026-08-03

GE GE AEROSPACE947 shares1.50%2026-06-302026-08-03

WDC WESTERN DIGITAL CORP553 sharesnew addition2026-06-302026-08-03

IBMS ISHARES TR13.6K shares0.00%2026-06-302026-08-03

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.0K shares-0.88%2026-06-302026-08-03

Sponsored

IWN ISHARES TR1.5K shares-20.02%2026-06-302026-08-03

IVOV VANGUARD ADMIRAL FDS INC2.9K shares0.00%2026-06-302026-08-03

BRO BROWN & BROWN INC4.9K shares-0.91%2026-06-302026-08-03

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-08-03

SPYG SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-08-03

ASML ASML HLDG NV149 shares-2.61%2026-06-302026-08-03

BMAY INNOVATOR ETFS TRUST6.1K shares0.00%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC498 sharesnew addition2026-06-302026-08-03

Sponsored

CISCO SYS INC CISCO SYS INC2.4K sharesnew addition2026-06-302026-08-03

TXN TEXAS INSTRS INC953 shares-43.84%2026-06-302026-08-03

C CITIGROUP INC2.0K shares0.50%2026-06-302026-08-03

PGR PROGRESSIVE CORP1.3K shares-1.90%2026-06-302026-08-03

SPHY SPDR SERIES TRUST11.6K shares-0.66%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-06-302026-08-03

FICO FAIR ISAAC CORP216 shares-1.37%2026-06-302026-08-03

MRK MERCK & CO INC1.9K shares5.83%2026-06-302026-08-03

Sponsored

AMGN AMGEN INC689 shares-7.14%2026-06-302026-08-03

GLW CORNING INC976 sharesnew addition2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC241 sharesnew addition2026-06-302026-08-03

ORACLE CORP ORACLE CORP1.7K shares12.90%2026-06-302026-08-03

FDX FEDEX CORP775 shares-10.20%2026-06-302026-08-03

CVX CHEVRON CORPORATION1.5K shares1.18%2026-06-302026-08-03

SPYV SPDR SERIES TRUST4.0K shares-8.29%2026-06-302026-08-03

GEV GE VERNOVA INC204 shares-21.24%2026-06-302026-08-03

Sponsored

WFC WELLS FARGO & CO2.9K sharesnew addition2026-06-302026-08-03

DFAW DIMENSIONAL ETF TRUST2.9K shares8.85%2026-06-302026-08-03

FLEX FLEX LTD1.4K sharesnew addition2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-8.36%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC302 sharesnew addition2026-06-302026-08-03

MO ALTRIA GROUP INC3.2K sharesnew addition2026-06-302026-08-03

DFEV DIMENSIONAL ETF TRUST5.4K shares-0.57%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO678 sharesnew addition2026-06-302026-08-03

Sponsored

GILD GILEAD SCIENCES INC1.8K shares20.38%2026-06-302026-08-03

MS MORGAN STANLEY1.1K sharesnew addition2026-06-302026-08-03

PG PROCTER & GAMBLE CO1.5K shares-22.87%2026-06-302026-08-03

URI UNITED RENTALS INC191 sharesnew addition2026-06-302026-08-03

SPMD SPDR SERIES TRUST3.2K shares0.00%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC518 sharesnew addition2026-06-302026-08-03

PEP PEPSICO INC1.6K shares-18.01%2026-06-302026-08-03

IBDU ISHARES TR9.3K shares0.00%2026-06-302026-08-03

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.7K shares12.66%2026-06-302026-08-03

FIX COMFORT SYS USA INC107 sharesnew addition2026-06-302026-08-03

SPIB SPDR SERIES TRUST6.3K shares0.22%2026-06-302026-08-03

ETN EATON CORP PLC493 sharesnew addition2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR1.8K shares0.00%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL216 sharesnew addition2026-06-302026-08-03

IWV ISHARES TR473 shares0.00%2026-06-302026-08-03

LIN LINDE PLC386 sharesnew addition2026-06-302026-08-03

Sponsored

SCZ ISHARES TR2.3K shares0.00%2026-06-302026-08-03

IBDT ISHARES TR7.5K shares0.00%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST2.1K shares0.00%2026-06-302026-08-03

IBTI ISHARES TR8.5K shares0.94%2026-06-302026-08-03

XLV SELECT SECTOR SPDR TR1.1K shares0.00%2026-06-302026-08-03

IWO ISHARES TR430 shares0.00%2026-06-302026-08-03

ICVT ISHARES TR1.4K shares0.00%2026-06-302026-08-03

KMAY INNOVATOR ETFS TRUST4.9K shares-0.02%2026-06-302026-08-03

Sponsored

IMAY INNOVATOR ETFS TRUST4.5K shares-0.02%2026-06-302026-08-03

SPSM SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-08-03

EVLV EVOLV TECHNOLOGIES HLDNGS IN24.4K shares0.00%2026-06-302026-08-03

SPSB SPDR SERIES TRUST4.7K shares-9.25%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR2.6K shares0.00%2026-06-302026-08-03

XLI SELECT SECTOR SPDR TR728 shares0.00%2026-06-302026-08-03

VPL VANGUARD INTL EQUITY INDEX F1.1K shares0.00%2026-06-302026-08-03

DVY ISHARES TR721 shares-24.26%2026-06-302026-08-03

Sponsored

DFIP DIMENSIONAL ETF TRUST2.6K shares0.00%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR2.0K shares0.00%2026-06-302026-08-03

VONG VANGUARD SCOTTSDALE FDS792 shares0.00%2026-06-302026-08-03

IBTK ISHARES TR5.1K sharesnew addition2026-06-302026-08-03

IBTL ISHARES TR4.9K sharesnew addition2026-06-302026-08-03

GVI ISHARES TR863 shares0.00%2026-06-302026-08-03

IBDV ISHARES TR4.0K shares0.00%2026-06-302026-08-03

CWB SPDR SERIES TRUST814 shares0.00%2026-06-302026-08-03

Sponsored

PMAR INNOVATOR ETFS TRUST1.8K shares-0.05%2026-06-302026-08-03

VBK VANGUARD INDEX FDS214 shares0.00%2026-06-302026-08-03

VGK VANGUARD INTL EQUITY INDEX F842 shares0.00%2026-06-302026-08-03

SHY ISHARES TR897 shares-81.76%2026-06-302026-08-03

VT VANGUARD INTL EQUITY INDEX F422 shares0.00%2026-06-302026-08-03

DFAU DIMENSIONAL ETF TRUST1.2K shares-16.98%2026-06-302026-08-03

IEV ISHARES TR819 shares0.00%2026-06-302026-08-03

DGRO ISHARES TR751 shares0.00%2026-06-302026-08-03

Sponsored

SCHE SCHWAB STRATEGIC TR1.6K shares0.00%2026-06-302026-08-03

INOV INNOVATOR ETFS TRUST1.5K shares0.00%2026-06-302026-08-03

PNOV INNOVATOR ETFS TRUST1.2K shares0.00%2026-06-302026-08-03

IMAR INNOVATOR ETFS TRUST1.7K shares-0.06%2026-06-302026-08-03

IOO ISHARES TR386 shares0.00%2026-06-302026-08-03

EMXC ISHARES INC473 shares0.00%2026-06-302026-08-03

FNDF SCHWAB STRATEGIC TR902 sharesnew addition2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS814 shares0.00%2026-06-302026-08-03

Sponsored

KMAR INNOVATOR ETFS TRUST1.3K shares0.00%2026-06-302026-08-03

EFV ISHARES TR561 shares-0.18%2026-06-302026-08-03

DIHP DIMENSIONAL ETF TRUST1.2K shares0.00%2026-06-302026-08-03

DFAI DIMENSIONAL ETF TRUST988 shares0.82%2026-06-302026-08-03

EFG ISHARES TR281 shares-6.95%2026-06-302026-08-03

VGT VANGUARD WORLD FD288 shares700.00%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR1.0K shares0.00%2026-06-302026-08-03

OEF ISHARES TR90 shares0.00%2026-06-302026-08-03

Sponsored

VOT VANGUARD INDEX FDS95 shares0.00%2026-06-302026-08-03

IMTM ISHARES TR532 sharesnew addition2026-06-302026-08-03

KNOV INNOVATOR ETFS TRUST890 shares0.00%2026-06-302026-08-03

XNTK SPDR SERIES TRUST72 shares0.00%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR330 shares0.00%2026-06-302026-08-03

IBDW ISHARES TR1.3K shares0.00%2026-06-302026-08-03

USMV ISHARES TR272 sharesnew addition2026-06-302026-08-03

IYE ISHARES TR457 shares0.00%2026-06-302026-08-03

Sponsored

SCHD SCHWAB STRATEGIC TR810 shares-0.25%2026-06-302026-08-03

HYG ISHARES TR226 shares-51.29%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS298 shares-0.33%2026-06-302026-08-03

MTUM ISHARES TR45 shares0.00%2026-06-302026-08-03

SPAB SPDR SERIES TRUST509 shares0.99%2026-06-302026-08-03

SLYG SPDR SERIES TRUST96 shares0.00%2026-06-302026-08-03

XHB SPDR SERIES TRUST95 shares0.00%2026-06-302026-08-03

DCOR DIMENSIONAL ETF TRUST131 shares-97.45%2026-06-302026-08-03

Sponsored

CNRG SPDR SERIES TRUST92 shares0.00%2026-06-302026-08-03

IHI ISHARES TR200 shares0.00%2026-06-302026-08-03

SCHV SCHWAB STRATEGIC TR279 shares-73.85%2026-06-302026-08-03

MBB ISHARES TR102 shares0.00%2026-06-302026-08-03

BLV VANGUARD BD INDEX FDS115 shares0.00%2026-06-302026-08-03

IWS ISHARES TR48 shares0.00%2026-06-302026-08-03

EWI ISHARES INC111 shares0.00%2026-06-302026-08-03

REET ISHARES TR224 shares-90.44%2026-06-302026-08-03

Sponsored

SLYV SPDR SERIES TRUST56 shares0.00%2026-06-302026-08-03

EEM ISHARES TR82 shares0.00%2026-06-302026-08-03

XES SPDR SERIES TRUST50 shares0.00%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR200 shares-95.60%2026-06-302026-08-03

SCHJ SCHWAB STRATEGIC TR189 shares-72.49%2026-06-302026-08-03

GOVT ISHARES TR171 shares222.64%2026-06-302026-08-03

IDV ISHARES TR44 shares0.00%2026-06-302026-08-03

LQD ISHARES TR13 shares-95.31%2026-06-302026-08-03

Sponsored

PFF ISHARES TR41 shares0.00%2026-06-302026-08-03

VTC VANGUARD SCOTTSDALE FDS16 shares0.00%2026-06-302026-08-03

ARTY ISHARES TR10 shares0.00%2026-06-302026-08-03

ISHARES TR

-9.15%

Shares202.0K

Event2026-06-30

Filed2026-08-03

DFCF

DIMENSIONAL ETF TRUST

2.88%

Shares2.6M

Event2026-06-30

Filed2026-08-03

DFIC

DIMENSIONAL ETF TRUST

-5.61%

Shares2.5M

Event2026-06-30

Filed2026-08-03

DFSD

DIMENSIONAL ETF TRUST

2.48%

Shares1.8M

Event2026-06-30

Filed2026-08-03

DFLV

DIMENSIONAL ETF TRUST

-3.40%

Shares1.4M

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

-5.96%

Shares712.7K

Event2026-06-30

Filed2026-08-03

DUHP

DIMENSIONAL ETF TRUST

-6.59%

Shares1.2M

Event2026-06-30

Filed2026-08-03

DFEM

DIMENSIONAL ETF TRUST

-6.98%

Shares1.0M

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

-13.74%

Shares419.3K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

-15.11%

Shares51.9K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

-17.49%

Shares455.3K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

-3.60%

Shares418.6K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

-1.84%

Shares707.5K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

-14.01%

Shares119.5K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

-6.91%

Shares529.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

242.77%

Shares306.5K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-25.47%

Shares237.4K

Event2026-06-30

Filed2026-08-03

DUSB

DIMENSIONAL ETF TRUST

-29.78%

Shares361.7K

Event2026-06-30

Filed2026-08-03

DFAR

DIMENSIONAL ETF TRUST

-5.45%

Shares657.0K

Event2026-06-30

Filed2026-08-03

USHY

ISHARES TR

-8.24%

Shares454.0K

Event2026-06-30

Filed2026-08-03

LRGF

ISHARES TR

-22.95%

Shares220.2K

Event2026-06-30

Filed2026-08-03

VOOV

VANGUARD ADMIRAL FDS INC

-14.52%

Shares71.7K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-34.06%

Shares122.3K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

-12.43%

Shares49.6K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

-12.12%

Shares145.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-1.72%

Shares28.0K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.63%

Shares30.5K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

-1.31%

Shares183.8K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-1.65%

Shares13.2K

Event2026-06-30

Filed2026-08-03

IJS

ISHARES TR

-23.04%

Shares64.4K

Event2026-06-30

Filed2026-08-03

MGC

VANGUARD WORLD FD

-15.04%

Shares30.5K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

-7.02%

Shares34.9K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

-8.94%

Shares90.4K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

-18.81%

Shares87.8K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

-4.66%

Shares238.8K

Event2026-06-30

Filed2026-08-03

DFSV

DIMENSIONAL ETF TRUST

-3.35%

Shares170.2K

Event2026-06-30

Filed2026-08-03

INTF

ISHARES TR

-20.51%

Shares160.3K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

-2.19%

Shares175.9K

Event2026-06-30

Filed2026-08-03

USRT

ISHARES TR

-22.67%

Shares94.5K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-2.91%

Shares20.9K

Event2026-06-30

Filed2026-08-03

MGV

VANGUARD WORLD FD

-18.10%

Shares35.6K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

-26.90%

Shares59.7K

Event2026-06-30

Filed2026-08-03

IAGG

ISHARES TR

-29.97%

Shares113.5K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

-25.17%

Shares66.0K

Event2026-06-30

Filed2026-08-03

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares35.3K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-0.57%

Shares23.4K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

-23.41%

Shares59.9K

Event2026-06-30

Filed2026-08-03

ISTB

ISHARES TR

-26.92%

Shares92.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-0.64%

Shares12.6K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

-23.78%

Shares40.8K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-03

IVOO

VANGUARD ADMIRAL FDS INC

-4.43%

Shares30.7K

Event2026-06-30

Filed2026-08-03

GNR

SPDR INDEX SHS FDS

4.64%

Shares57.7K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

-7.01%

Shares75.9K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

-12.58%

Shares164.2K

Event2026-06-30

Filed2026-08-03

SCHP

SCHWAB STRATEGIC TR

22.69%

Shares140.2K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

-16.68%

Shares24.0K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

-7.77%

Shares31.5K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-5.92%

Shares95.4K

Event2026-06-30

Filed2026-08-03

IBDR

ISHARES TR

-0.76%

Shares136.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.00%

Shares32.2K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-13.96%

Shares10.2K

Event2026-06-30

Filed2026-08-03

SMLF

ISHARES TR

-10.22%

Shares33.5K

Event2026-06-30

Filed2026-08-03

ICSH

ISHARES TR

-16.83%

Shares55.9K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-18.85%

Shares2.3K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-1.90%

Shares7.5K

Event2026-06-30

Filed2026-08-03

VMBS

VANGUARD SCOTTSDALE FDS

-0.75%

Shares56.3K

Event2026-06-30

Filed2026-08-03

ATO

ATMOS ENERGY CORP

-0.04%

Shares15.2K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

-33.87%

Shares24.1K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

-14.87%

Shares32.3K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-14.28%

Shares6.8K

Event2026-06-30

Filed2026-08-03

IBTG

ISHARES TR

0.02%

Shares108.3K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

0.74%

Shares10.3K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

-39.72%

Shares21.0K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

0.41%

Shares6.2K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

-0.77%

Shares8.6K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

-11.12%

Shares12.6K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

-33.23%

Shares18.3K

Event2026-06-30

Filed2026-08-03

DISV

DIMENSIONAL ETF TRUST

2.97%

Shares48.4K

Event2026-06-30

Filed2026-08-03

IBHF

ISHARES TR

0.00%

Shares85.4K

Event2026-06-30

Filed2026-08-03

IBDS

ISHARES TR

0.00%

Shares77.4K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

-12.88%

Shares7.7K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-0.15%

Shares4.0K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-0.27%

Shares4.4K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

-25.50%

Shares31.3K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

0.00%

Shares30.4K

Event2026-06-30

Filed2026-08-03

IJJ

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-03

IBMO

ISHARES TR

-3.37%

Shares57.2K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.47%

Shares2.9K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

498.93%

Shares16.8K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

-13.21%

Shares23.4K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

-5.44%

Shares37.4K

Event2026-06-30

Filed2026-08-03

IBMP

ISHARES TR

-5.54%

Shares53.6K

Event2026-06-30

Filed2026-08-03

RWR

SPDR SERIES TRUST

-4.84%

Shares11.7K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

0.24%

Shares23.9K

Event2026-06-30

Filed2026-08-03

EMGF

ISHARES INC

-6.13%

Shares17.8K

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

-15.13%

Shares12.3K

Event2026-06-30

Filed2026-08-03

IBMQ

ISHARES TR

0.00%

Shares49.2K

Event2026-06-30

Filed2026-08-03

NPO

ENPRO INC

3.46%

Shares3.3K

Event2026-06-30

Filed2026-08-03

VIOV

VANGUARD ADMIRAL FDS INC

-8.87%

Shares10.1K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

-42.99%

Shares5.7K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

32.74%

Shares965

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares35.6K

Event2026-06-30

Filed2026-08-03

JNK

SPDR SERIES TRUST

-28.05%

Shares11.3K

Event2026-06-30

Filed2026-08-03

INFL

LISTED FDS TR

4.52%

Shares21.8K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares12.2K

Event2026-06-30

Filed2026-08-03

IGE

ISHARES TR

-1.20%

Shares17.4K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

5.21%

Shares2.5K

Event2026-06-30

Filed2026-08-03

IGIB

ISHARES TR

-25.81%

Shares17.9K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

3.88%

Shares1.7K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-1.58%

Shares8.1K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

-4.95%

Shares11.8K

Event2026-06-30

Filed2026-08-03

IBTH

ISHARES TR

0.11%

Shares38.7K

Event2026-06-30

Filed2026-08-03

VDE

VANGUARD WORLD FD

-1.24%

Shares5.7K

Event2026-06-30

Filed2026-08-03

STLD

STEEL DYNAMICS INC

4.99%

Shares3.7K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

-1.84%

Shares11.1K

Event2026-06-30

Filed2026-08-03

DFNM

DIMENSIONAL ETF TRUST

-17.77%

Shares16.9K

Event2026-06-30

Filed2026-08-03

IUSV

ISHARES TR

-25.18%

Shares7.4K

Event2026-06-30

Filed2026-08-03

VISA INC

-1.17%

Shares2.4K

Event2026-06-30

Filed2026-08-03

IBMR

ISHARES TR

0.00%

Shares31.8K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

-14.37%

Shares10.9K

Event2026-06-30

Filed2026-08-03

ONB

OLD NATL BANCORP IND

-2.06%

Shares27.8K

Event2026-06-30

Filed2026-08-03

SPIP

SPDR SERIES TRUST

-53.13%

Shares27.5K

Event2026-06-30

Filed2026-08-03

FELE

FRANKLIN ELEC INC

-0.06%

Shares6.5K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

7.63%

Shares2.7K

Event2026-06-30

Filed2026-08-03

VNQI

VANGUARD INTL EQUITY INDEX F

-1.17%

Shares15.2K

Event2026-06-30

Filed2026-08-03

VAW

VANGUARD WORLD FD

-1.46%

Shares3.0K

Event2026-06-30

Filed2026-08-03

IBHG

ISHARES TR

0.00%

Shares30.0K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

ACWX

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

-8.99%

Shares11.3K

Event2026-06-30

Filed2026-08-03

IMTB

ISHARES TR

-53.78%

Shares13.8K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-8.19%

Shares549

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-5.47%

Shares2.2K

Event2026-06-30

Filed2026-08-03

IUSB

ISHARES TR

-50.43%

Shares12.2K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-6.09%

Shares1.1K

Event2026-06-30

Filed2026-08-03

ATEC

ALPHATEC HLDGS INC

-0.03%

Shares59.6K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-11.44%

Shares797

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

3.91%

Shares3.7K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-1.49%

Shares662

Event2026-06-30

Filed2026-08-03

LNC

LINCOLN NATL CORP IND

-19.73%

Shares13.7K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-18.73%

Shares1.3K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

New

Shares600

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

2.25%

Shares1.0K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.15%

Shares856

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

206.35%

Shares3.2K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

13.68%

Shares4.7K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-7.11%

Shares405

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-9.60%

Shares5.2K

Event2026-06-30

Filed2026-08-03

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

1.50%

Shares947

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP

New

Shares553

Event2026-06-30

Filed2026-08-03

IBMS

ISHARES TR

0.00%

Shares13.6K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

-0.88%

Shares1.0K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

-20.02%

Shares1.5K

Event2026-06-30

Filed2026-08-03

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

BRO

BROWN & BROWN INC

-0.91%

Shares4.9K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

-2.61%

Shares149

Event2026-06-30

Filed2026-08-03

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

New

Shares498

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-43.84%

Shares953

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

0.50%

Shares2.0K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP

-1.90%

Shares1.3K

Event2026-06-30

Filed2026-08-03

SPHY

SPDR SERIES TRUST

-0.66%

Shares11.6K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

FICO

FAIR ISAAC CORP

-1.37%

Shares216

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

5.83%

Shares1.9K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-7.14%

Shares689

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

New

Shares976

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

New

Shares241

Event2026-06-30

Filed2026-08-03

ORACLE CORP

12.90%

Shares1.7K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

-10.20%

Shares775

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

1.18%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-8.29%

Shares4.0K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

-21.24%

Shares204

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

New

Shares2.9K

Event2026-06-30

Filed2026-08-03

DFAW

DIMENSIONAL ETF TRUST

8.85%

Shares2.9K

Event2026-06-30

Filed2026-08-03

FLEX

FLEX LTD

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

-8.36%

Shares1.0K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

New

Shares302

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-03

DFEV

DIMENSIONAL ETF TRUST

-0.57%

Shares5.4K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

New

Shares678

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

20.38%

Shares1.8K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-22.87%

Shares1.5K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

New

Shares191

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

New

Shares518

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-18.01%

Shares1.6K

Event2026-06-30

Filed2026-08-03

IBDU

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-03

ICE

INTERCONTINENTAL EXCHANGE IN

12.66%

Shares1.7K

Event2026-06-30

Filed2026-08-03

FIX

COMFORT SYS USA INC

New

Shares107

Event2026-06-30

Filed2026-08-03

SPIB

SPDR SERIES TRUST

0.22%

Shares6.3K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

New

Shares493

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares216

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

0.00%

Shares473

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

New

Shares386

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

IBDT

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

IBTI

ISHARES TR

0.94%

Shares8.5K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES TR

0.00%

Shares430

Event2026-06-30

Filed2026-08-03

ICVT

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

KMAY

INNOVATOR ETFS TRUST

-0.02%

Shares4.9K

Event2026-06-30

Filed2026-08-03

IMAY

INNOVATOR ETFS TRUST

-0.02%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

EVLV

EVOLV TECHNOLOGIES HLDNGS IN

0.00%

Shares24.4K

Event2026-06-30

Filed2026-08-03

SPSB

SPDR SERIES TRUST

-9.25%

Shares4.7K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

XLI

SELECT SECTOR SPDR TR

0.00%

Shares728

Event2026-06-30

Filed2026-08-03

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

-24.26%

Shares721

Event2026-06-30

Filed2026-08-03

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares792

Event2026-06-30

Filed2026-08-03

IBTK

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-08-03

IBTL

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-08-03

GVI

ISHARES TR

0.00%

Shares863

Event2026-06-30

Filed2026-08-03

IBDV

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

CWB

SPDR SERIES TRUST

0.00%

Shares814

Event2026-06-30

Filed2026-08-03

PMAR

INNOVATOR ETFS TRUST

-0.05%

Shares1.8K

Event2026-06-30

Filed2026-08-03

VBK

VANGUARD INDEX FDS

0.00%

Shares214

Event2026-06-30

Filed2026-08-03

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares842

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

-81.76%

Shares897

Event2026-06-30

Filed2026-08-03

VANGUARD INTL EQUITY INDEX F

0.00%

Shares422

Event2026-06-30

Filed2026-08-03

DFAU

DIMENSIONAL ETF TRUST

-16.98%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IEV

ISHARES TR

0.00%

Shares819

Event2026-06-30

Filed2026-08-03

DGRO

ISHARES TR

0.00%

Shares751

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

INOV

INNOVATOR ETFS TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-03

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IMAR

INNOVATOR ETFS TRUST

-0.06%

Shares1.7K

Event2026-06-30

Filed2026-08-03

IOO

ISHARES TR

0.00%

Shares386

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

0.00%

Shares473

Event2026-06-30

Filed2026-08-03

FNDF

SCHWAB STRATEGIC TR

New

Shares902

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares814

Event2026-06-30

Filed2026-08-03

KMAR

INNOVATOR ETFS TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

-0.18%

Shares561

Event2026-06-30

Filed2026-08-03

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

DFAI

DIMENSIONAL ETF TRUST

0.82%

Shares988

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

-6.95%

Shares281

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

700.00%

Shares288

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

0.00%

Shares90

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

0.00%

Shares95

Event2026-06-30

Filed2026-08-03

IMTM

ISHARES TR

New

Shares532

Event2026-06-30

Filed2026-08-03

KNOV

INNOVATOR ETFS TRUST

0.00%

Shares890

Event2026-06-30

Filed2026-08-03

XNTK

SPDR SERIES TRUST

0.00%

Shares72

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

0.00%

Shares330

Event2026-06-30

Filed2026-08-03

IBDW

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

USMV

ISHARES TR

New

Shares272

Event2026-06-30

Filed2026-08-03

IYE

ISHARES TR

0.00%

Shares457

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

-0.25%

Shares810

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

-51.29%

Shares226

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

-0.33%

Shares298

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

0.00%

Shares45

Event2026-06-30

Filed2026-08-03

SPAB

SPDR SERIES TRUST

0.99%

Shares509

Event2026-06-30

Filed2026-08-03

SLYG

SPDR SERIES TRUST

0.00%

Shares96

Event2026-06-30

Filed2026-08-03

XHB

SPDR SERIES TRUST

0.00%

Shares95

Event2026-06-30

Filed2026-08-03

DCOR

DIMENSIONAL ETF TRUST

-97.45%

Shares131

Event2026-06-30

Filed2026-08-03

CNRG

SPDR SERIES TRUST

0.00%

Shares92

Event2026-06-30

Filed2026-08-03

IHI

ISHARES TR

0.00%

Shares200

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

-73.85%

Shares279

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

0.00%

Shares102

Event2026-06-30

Filed2026-08-03

BLV

VANGUARD BD INDEX FDS

0.00%

Shares115

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

0.00%

Shares48

Event2026-06-30

Filed2026-08-03

EWI

ISHARES INC

0.00%

Shares111

Event2026-06-30

Filed2026-08-03

REET

ISHARES TR

-90.44%

Shares224

Event2026-06-30

Filed2026-08-03

SLYV

SPDR SERIES TRUST

0.00%

Shares56

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

0.00%

Shares82

Event2026-06-30

Filed2026-08-03

XES

SPDR SERIES TRUST

0.00%

Shares50

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

-95.60%

Shares200

Event2026-06-30

Filed2026-08-03

SCHJ

SCHWAB STRATEGIC TR

-72.49%

Shares189

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

222.64%

Shares171

Event2026-06-30

Filed2026-08-03

IDV

ISHARES TR

0.00%

Shares44

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

-95.31%

Shares13

Event2026-06-30

Filed2026-08-03

PFF

ISHARES TR

0.00%

Shares41

Event2026-06-30

Filed2026-08-03

VTC

VANGUARD SCOTTSDALE FDS

0.00%

Shares16

Event2026-06-30

Filed2026-08-03

ARTY

ISHARES TR

0.00%

Shares10

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available