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The Analysis of Plancorp, LLC's Holdings & P&L

Currently, Plancorp, LLC holds 425 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in N/A (+7.3M shares, valued at $365.7M), N/A (+75.0K shares, valued at $27.7M), CORO (+705.9K shares, valued at $25.1M); decreased their positions in DFUV (-2.3M shares, valued at $127.5M), DFAC (-2.4M shares, valued at $108.7M), DFAT (-636.1K shares, valued at $44.3M); initiated new positions in N/A (+7.3M shares, valued at $365.7M), CORO (+705.9K shares, valued at $25.1M), IVE (+70.0K shares, valued at $16.2M).

1M P&L

-32.6M-1.00%

3M P&L

+47.2M+1.48%

HY P&L

+89.9M+2.86%

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/A2.8B

88.7%

2Gold44.6M

1.4%

3Specialty Industrial Machinery39.5M

1.2%

Top Industries by Stock Count

1N/A188 stocks

49.1%

2Gold10 stocks

2.6%

3Semiconductors9 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2M shares6.69%2026-06-302026-07-14

DIMENSIONAL ETF TRUST DIMENSIONAL ETF TRUST7.3M sharesnew addition2026-06-302026-07-14

DFUS DIMENSIONAL ETF TRUST4.4M shares-0.69%2026-06-302026-07-14

DFAC DIMENSIONAL ETF TRUST7.9M shares-23.70%2026-06-302026-07-14

DFIV DIMENSIONAL ETF TRUST3.8M shares2.76%2026-06-302026-07-14

AVUV AMERICAN CENTY ETF TR1.5M shares5.15%2026-06-302026-07-14

DFUV DIMENSIONAL ETF TRUST3.2M shares-41.68%2026-06-302026-07-14

LRGF ISHARES TR2.1M shares5.64%2026-06-302026-07-14

Sponsored

DFIC DIMENSIONAL ETF TRUST3.9M shares11.52%2026-06-302026-07-14

DFAX DIMENSIONAL ETF TRUST3.9M shares-0.98%2026-06-302026-07-14

DFAS DIMENSIONAL ETF TRUST1.2M shares-1.86%2026-06-302026-07-14

AVDE AMERICAN CENTY ETF TR862.6K shares-0.23%2026-06-302026-07-14

AVUS AMERICAN CENTY ETF TR527.6K shares-0.07%2026-06-302026-07-14

VOO VANGUARD INDEX FDS79.7K shares18.80%2026-06-302026-07-14

DFAT DIMENSIONAL ETF TRUST758.0K shares-45.63%2026-06-302026-07-14

DFEM DIMENSIONAL ETF TRUST1.2M shares8.20%2026-06-302026-07-14

Sponsored

DFAU DIMENSIONAL ETF TRUST868.1K shares9.41%2026-06-302026-07-14

EMR EMERSON ELEC CO271.6K shares-0.12%2026-06-302026-07-14

AAPL APPLE INC113.7K shares-3.77%2026-06-302026-07-14

SCZ ISHARES TR394.8K shares-4.72%2026-06-302026-07-14

DFAI DIMENSIONAL ETF TRUST768.3K shares27.64%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS390.0K shares5.85%2026-06-302026-07-14

ITOT ISHARES TR155.9K shares-3.43%2026-06-302026-07-14

CORO BLACKROCK ETF TRUST705.9K sharesnew addition2026-06-302026-07-14

Sponsored

IVW ISHARES TR154.4K shares2613.75%2026-06-302026-07-14

EFV ISHARES TR264.7K shares5.46%2026-06-302026-07-14

AVDV AMERICAN CENTY ETF TR176.1K shares0.04%2026-06-302026-07-14

AVEM AMERICAN CENTY ETF TR198.6K shares-0.25%2026-06-302026-07-14

PLD PROLOGIS INC.124.4K shares171.20%2026-06-302026-07-14

DFAW DIMENSIONAL ETF TRUST214.3K shares22.35%2026-06-302026-07-14

IVE ISHARES TR70.0K sharesnew addition2026-06-302026-07-14

VNQ VANGUARD INDEX FDS141.6K shares3.20%2026-06-302026-07-14

Sponsored

MSFT MICROSOFT CORP34.6K shares1.95%2026-06-302026-07-14

LLY ELI LILLY & CO11.3K shares-0.61%2026-06-302026-07-14

IVLU ISHARES TR316.7K shares-0.54%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR374.2K shares133.20%2026-06-302026-07-14

DFSV DIMENSIONAL ETF TRUST327.3K shares0.21%2026-06-302026-07-14

NVDA NVIDIA CORPORATION60.9K shares15.13%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T16.3K shares-6.41%2026-06-302026-07-14

AAUS EA SERIES TRUST198.5K shares-70.87%2026-06-302026-07-14

Sponsored

VV VANGUARD INDEX FDS34.5K shares-7.36%2026-06-302026-07-14

ISHARES TR ISHARES TR123.7K shares0.44%2026-06-302026-07-14

VXF VANGUARD INDEX FDS49.5K shares7.10%2026-06-302026-07-14

ESGU ISHARES TR69.5K shares-3.94%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR316.2K shares1645.83%2026-06-302026-07-14

AMZN AMAZON COM INC42.7K shares-0.99%2026-06-302026-07-14

GOOGL ALPHABET INC30.0K shares3.57%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F170.7K shares13.98%2026-06-302026-07-14

Sponsored

BAI BLACKROCK ETF TRUST219.4K sharesnew addition2026-06-302026-07-14

DFNM DIMENSIONAL ETF TRUST201.9K shares14.78%2026-06-302026-07-14

DFAE DIMENSIONAL ETF TRUST231.5K shares84.47%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR316.8K shares1136.29%2026-06-302026-07-14

AEM AGNICO EAGLE MINES LTD58.9K shares-2.72%2026-06-302026-07-14

B BARRICK MNG CORP232.8K shares-1.27%2026-06-302026-07-14

SHLD GLOBAL X FDS136.5K sharesnew addition2026-06-302026-07-14

SCHD SCHWAB STRATEGIC TR250.4K shares-0.10%2026-06-302026-07-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL15.0K shares-16.21%2026-06-302026-07-14

SCHV SCHWAB STRATEGIC TR215.4K shares972.63%2026-06-302026-07-14

DCOR DIMENSIONAL ETF TRUST86.0K shares0.00%2026-06-302026-07-14

HMY HARMONY GOLD MNG LTD468.2K shares0.00%2026-06-302026-07-14

AVMU AMERICAN CENTY ETF TR144.8K shares0.00%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC10.2K shares14.51%2026-06-302026-07-14

AVIG AMERICAN CENTY ETF TR148.5K shares0.00%2026-06-302026-07-14

BAC BANK OF AMER CORP101.6K shares6.29%2026-06-302026-07-14

Sponsored

THRO BLACKROCK ETF TRUST139.5K sharesnew addition2026-06-302026-07-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST208.5K sharesnew addition2026-06-302026-07-14

EFSC ENTERPRISE FINL SVCS CORP87.7K shares-5.22%2026-06-302026-07-14

CDE COEUR MNG INC361.3K shares-2.10%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP38.0K shares-4.37%2026-06-302026-07-14

VB VANGUARD INDEX FDS18.0K shares-5.27%2026-06-302026-07-14

IWB ISHARES TR12.9K shares26.33%2026-06-302026-07-14

WMT WALMART INC45.5K shares-16.90%2026-06-302026-07-14

Sponsored

EMGF ISHARES INC75.1K sharesnew addition2026-06-302026-07-14

VCRB VANGUARD MALVERN FDS66.5K shares135.75%2026-06-302026-07-14

GOOG ALPHABET INC14.1K shares-16.70%2026-06-302026-07-14

QQQ INVESCO QQQ TR6.9K shares2.58%2026-06-302026-07-14

BROADCOM INC BROADCOM INC12.7K shares7.07%2026-06-302026-07-14

IEMG ISHARES INC62.2K shares1.74%2026-06-302026-07-14

GOVT ISHARES TR212.5K sharesnew addition2026-06-302026-07-14

DFLV DIMENSIONAL ETF TRUST119.4K shares-2.73%2026-06-302026-07-14

Sponsored

CMF ISHARES TR80.4K sharesnew addition2026-06-302026-07-14

IMO IMPERIAL OIL LTD37.0K shares-1.15%2026-06-302026-07-14

VEU VANGUARD INTL EQUITY INDEX F54.7K shares139.50%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS87.6K sharesnew addition2026-06-302026-07-14

LMUB ISHARES TR85.5K sharesnew addition2026-06-302026-07-14

SCHM SCHWAB STRATEGIC TR119.7K shares758.23%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.7K shares-2.30%2026-06-302026-07-14

WPM WHEATON PRECIOUS METALS CORP38.4K shares-2.65%2026-06-302026-07-14

Sponsored

SCHE SCHWAB STRATEGIC TR113.3K shares1162.40%2026-06-302026-07-14

ABBVIE INC ABBVIE INC16.2K shares-5.76%2026-06-302026-07-14

AVSF AMERICAN CENTY ETF TR85.7K shares0.00%2026-06-302026-07-14

TSLA TESLA INC9.8K shares22.98%2026-06-302026-07-14

AVIV AMERICAN CENTY ETF TR49.2K shares0.00%2026-06-302026-07-14

UNP UNION PAC CORP13.3K shares-0.64%2026-06-302026-07-14

FNV FRANCO NEV CORP18.9K shares-3.55%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON14.3K shares-9.44%2026-06-302026-07-14

Sponsored

SUSB ISHARES TR147.3K shares0.00%2026-06-302026-07-14

SCHC SCHWAB STRATEGIC TR75.7K sharesnew addition2026-06-302026-07-14

VMBS VANGUARD SCOTTSDALE FDS77.2K sharesnew addition2026-06-302026-07-14

BNDX VANGUARD CHARLOTTE FDS73.8K shares342.72%2026-06-302026-07-14

IWM ISHARES TR11.7K shares132.51%2026-06-302026-07-14

ESGD ISHARES TR33.5K shares-3.75%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.0K shares1.55%2026-06-302026-07-14

CAT CATERPILLAR INC3.6K shares27.82%2026-06-302026-07-14

Sponsored

AVLV AMERICAN CENTY ETF TR35.6K shares0.00%2026-06-302026-07-14

AVLC AMERICAN CENTY ETF TR36.3K shares0.01%2026-06-302026-07-14

CBSH COMMERCE BANCSHARES INC54.2K shares-0.01%2026-06-302026-07-14

VXUS VANGUARD STAR FDS37.4K shares32.09%2026-06-302026-07-14

IJR ISHARES TR21.3K shares16.18%2026-06-302026-07-14

IBRX IMMUNITYBIO INC396.4K shares-2.76%2026-06-302026-07-14

ESE ESCO TECHNOLOGIES INC9.6K shares0.00%2026-06-302026-07-14

SCHH SCHWAB STRATEGIC TR128.1K sharesnew addition2026-06-302026-07-14

Sponsored

PG PROCTER & GAMBLE CO20.0K shares-9.05%2026-06-302026-07-14

MGK VANGUARD WORLD FD31.9K shares400.00%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.9K shares32.79%2026-06-302026-07-14

SCHX SCHWAB STRATEGIC TR89.3K shares-0.10%2026-06-302026-07-14

POST POST HLDGS INC30.4K shares-0.02%2026-06-302026-07-14

ISHARES TR ISHARES TR3.5K shares19.84%2026-06-302026-07-14

USB US BANCORP41.7K shares-2.96%2026-06-302026-07-14

RGLD ROYAL GOLD INC13.3K shares-3.20%2026-06-302026-07-14

Sponsored

CVX CHEVRON CORPORATION14.0K shares32.48%2026-06-302026-07-14

BND VANGUARD BD INDEX FDS35.0K sharesnew addition2026-06-302026-07-14

VBR VANGUARD INDEX FDS10.5K shares-10.46%2026-06-302026-07-14

SGOV ISHARES TR24.8K shares-48.99%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC2.6K shares-13.42%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.5K shares2.32%2026-06-302026-07-14

BINC BLACKROCK ETF TRUST II44.0K sharesnew addition2026-06-302026-07-14

AGI ALAMOS GOLD INC77.8K shares-3.33%2026-06-302026-07-14

Sponsored

MUB ISHARES TR20.9K sharesnew addition2026-06-302026-07-14

BA BOEING CO10.3K shares0.61%2026-06-302026-07-14

VO VANGUARD INDEX FDS27.0K shares281.91%2026-06-302026-07-14

AVSC AMERICAN CENTY ETF TR29.8K shares0.40%2026-06-302026-07-14

MCD MCDONALDS CORP7.9K shares-18.10%2026-06-302026-07-14

GE GE AEROSPACE5.9K shares-15.27%2026-06-302026-07-14

OEF ISHARES TR5.7K shares61.54%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC17.5K shares-19.23%2026-06-302026-07-14

Sponsored

AMD ADVANCED MICRO DEVICES INC3.6K shares-33.84%2026-06-302026-07-14

TLT ISHARES TR22.5K sharesnew addition2026-06-302026-07-14

NVS NOVARTIS AG12.3K shares0.00%2026-06-302026-07-14

WFC WELLS FARGO & CO21.0K shares41.56%2026-06-302026-07-14

HYD VANECK ETF TRUST34.8K sharesnew addition2026-06-302026-07-14

CLMT CALUMET INC45.0K shares0.00%2026-06-302026-07-14

GEV GE VERNOVA INC1.7K shares-13.37%2026-06-302026-07-14

PAAS PAN AMERN SILVER CORP41.5K shares-1.10%2026-06-302026-07-14

Sponsored

QCOM QUALCOMM INC9.6K shares24.62%2026-06-302026-07-14

VISA INC VISA INC4.9K shares-2.30%2026-06-302026-07-14

BOND PIMCO ETF TR18.9K sharesnew addition2026-06-302026-07-14

PFE PFIZER INC69.2K shares-2.21%2026-06-302026-07-14

ORLY OREILLY AUTOMOTIVE INC19.1K shares-0.50%2026-06-302026-07-14

AVIE AMERICAN CENTY ETF TR21.5K shares0.00%2026-06-302026-07-14

ABT ABBOTT LABORATORIES17.4K shares-13.09%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC4.8K shares28.91%2026-06-302026-07-14

Sponsored

IAU ISHARES GOLD TR20.5K sharesnew addition2026-06-302026-07-14

EFA ISHARES TR14.9K shares390.02%2026-06-302026-07-14

RDDT REDDIT INC7.6K shares0.71%2026-06-302026-07-14

VYM VANGUARD WHITEHALL FDS9.6K shares28.41%2026-06-302026-07-14

DMXF ISHARES TR18.1K shares-0.58%2026-06-302026-07-14

MRK MERCK & CO INC12.1K shares-9.01%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC2.6K shares-8.30%2026-06-302026-07-14

Sponsored

DVY ISHARES TR9.2K shares-54.18%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS5.1K shares-20.75%2026-06-302026-07-14

VRT VERTIV HOLDINGS CO4.8K shares0.79%2026-06-302026-07-14

HD HOME DEPOT INC4.4K shares-15.52%2026-06-302026-07-14

INTC INTEL CORP14.3K shares63.81%2026-06-302026-07-14

AVDS AMERICAN CENTY ETF TR19.5K shares19.18%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC16.5K shares2.40%2026-06-302026-07-14

AEE AMEREN CORP12.7K shares7.62%2026-06-302026-07-14

Sponsored

AVMC AMERICAN CENTY ETF TR18.1K shares10.57%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 402.1K shares-1.74%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.19.4K shares6.49%2026-06-302026-07-14

KO COCA COLA CO17.0K shares-3.22%2026-06-302026-07-14

VUG VANGUARD INDEX FDS16.6K shares109.85%2026-06-302026-07-14

VGT VANGUARD WORLD FD12.1K shares479.54%2026-06-302026-07-14

SUB ISHARES TR13.1K shares0.00%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC1.3K shares41.46%2026-06-302026-07-14

Sponsored

IWF ISHARES TR11.1K shares90.92%2026-06-302026-07-14

PEP PEPSICO INC9.8K shares-21.02%2026-06-302026-07-14

IGSB ISHARES TR25.6K shares0.91%2026-06-302026-07-14

AVGE AMERICAN CENTY ETF TR13.3K shares19.35%2026-06-302026-07-14

EFG ISHARES TR10.8K shares142.64%2026-06-302026-07-14

IYW ISHARES TR5.1K sharesnew addition2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares20.15%2026-06-302026-07-14

RS RELIANCE INC3.1K shares18.05%2026-06-302026-07-14

Sponsored

SMLF ISHARES TR13.4K shares0.57%2026-06-302026-07-14

ORACLE CORP ORACLE CORP8.8K shares-13.70%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR37.6K shares25.96%2026-06-302026-07-14

VTV VANGUARD INDEX FDS4.7K shares-63.07%2026-06-302026-07-14

SF STIFEL FINL CORP13.7K shares-0.31%2026-06-302026-07-14

SYSB ISHARES TR11.5K sharesnew addition2026-06-302026-07-14

GLW CORNING INC5.5K shares40.60%2026-06-302026-07-14

BMY BRISTOL-MYERS SQUIBB CO16.5K shares50.07%2026-06-302026-07-14

Sponsored

VANECK ETF TRUST VANECK ETF TRUST13.1K shares6.50%2026-06-302026-07-14

EEM ISHARES TR14.0K sharesnew addition2026-06-302026-07-14

FELE FRANKLIN ELEC INC8.6K shares0.10%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F5.6K shares-0.05%2026-06-302026-07-14

AMGN AMGEN INC2.4K shares-19.87%2026-06-302026-07-14

GILD GILEAD SCIENCES INC6.6K shares7.20%2026-06-302026-07-14

TXN TEXAS INSTRS INC2.9K shares-23.99%2026-06-302026-07-14

DIA STATE STR SPDR DOW JONES IND1.6K shares63.82%2026-06-302026-07-14

Sponsored

CNC CENTENE CORP DEL12.3K shares-19.86%2026-06-302026-07-14

EPC EDGEWELL PERSONAL CARE CO30.8K shares0.00%2026-06-302026-07-14

LRCX LAM RESEARCH CORP2.5K shares-6.59%2026-06-302026-07-14

KLAC KLA CORP3.7K shares931.22%2026-06-302026-07-14

DE DEERE & CO1.4K shares97.08%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO2.3K shares-40.86%2026-06-302026-07-14

PM PHILIP MORRIS INTL INC4.5K shares-20.80%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO8.2K shares109.39%2026-06-302026-07-14

Sponsored

VZ VERIZON COMMUNICATIONS INC18.4K shares37.92%2026-06-302026-07-14

WWD WOODWARD INC2.0K shares-0.70%2026-06-302026-07-14

CMCSA COMCAST CORP NEW32.4K shares-21.27%2026-06-302026-07-14

T AT&T INC35.6K shares-11.22%2026-06-302026-07-14

CRM SALESFORCE INC4.3K shares-0.87%2026-06-302026-07-14

MCK MCKESSON CORP892 shares-7.66%2026-06-302026-07-14

LIN LINDE PLC1.4K shares-8.24%2026-06-302026-07-14

MS MORGAN STANLEY3.0K shares3.65%2026-06-302026-07-14

Sponsored

ETN EATON CORP PLC1.6K shares-20.81%2026-06-302026-07-14

SCHP SCHWAB STRATEGIC TR24.7K shares121.55%2026-06-302026-07-14

DIS DISNEY WALT CO6.7K shares26.81%2026-06-302026-07-14

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC11.1K shares-0.71%2026-06-302026-07-14

VBK VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-14

HCA HCA HEALTHCARE INC1.6K shares-2.47%2026-06-302026-07-14

CL COLGATE PALMOLIVE CO6.6K shares-46.79%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION3.1K shares-42.18%2026-06-302026-07-14

Sponsored

ESGE ISHARES INC11.8K shares-10.01%2026-06-302026-07-14

ENR ENERGIZER HLDGS INC29.5K shares0.00%2026-06-302026-07-14

REGN REGENERON PHARMACEUTICALS907 shares-2.05%2026-06-302026-07-14

TJX TJX COS INC NEW4.0K shares-3.37%2026-06-302026-07-14

VOT VANGUARD INDEX FDS2.0K shares-34.54%2026-06-302026-07-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL680 shares19.72%2026-06-302026-07-14

KMI KINDER MORGAN INC DEL18.1K shares2.68%2026-06-302026-07-14

NEM NEWMONT CORP6.1K shares57.24%2026-06-302026-07-14

Sponsored

DECK DECKERS OUTDOOR CORP5.2K shares-1.73%2026-06-302026-07-14

GBTC GRAYSCALE BITCOIN TRUST ETF11.6K shares-0.83%2026-06-302026-07-14

IWR ISHARES TR5.1K shares15.46%2026-06-302026-07-14

TLH ISHARES TR5.7K sharesnew addition2026-06-302026-07-14

VTIP VANGUARD MALVERN FDS11.1K sharesnew addition2026-06-302026-07-14

CORTEVA INC CORTEVA INC6.4K shares-4.49%2026-06-302026-07-14

AVMV AMERICAN CENTY ETF TR6.7K shares0.00%2026-06-302026-07-14

AVEE AMERICAN CENTY ETF TR8.1K shares30.40%2026-06-302026-07-14

Sponsored

FSSL FS SPECIALTY LENDING FD49.6K shares180.09%2026-06-302026-07-14

IXC ISHARES TR10.3K sharesnew addition2026-06-302026-07-14

WDC WESTERN DIGITAL CORP970 shares3.85%2026-06-302026-07-14

DUHP DIMENSIONAL ETF TRUST12.9K shares-0.98%2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-45.76%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP1.6K shares-2.30%2026-06-302026-07-14

LQD ISHARES TR4.9K sharesnew addition2026-06-302026-07-14

DFCF DIMENSIONAL ETF TRUST12.5K shares1.01%2026-06-302026-07-14

Sponsored

NBH NEUBERGER MUN FD INC50.0K shares0.00%2026-06-302026-07-14

SRE SEMPRA5.5K shares15.48%2026-06-302026-07-14

PSX PHILLIPS 662.6K shares-1.59%2026-06-302026-07-14

YUM YUM BRANDS INC3.2K shares-36.59%2026-06-302026-07-14

DFGP DIMENSIONAL ETF TRUST9.4K shares1.15%2026-06-302026-07-14

DCO DUCOMMUN INC DEL3.1K sharesnew addition2026-06-302026-07-14

IWV ISHARES TR1.2K shares0.00%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC1.2K shares-13.06%2026-06-302026-07-14

Sponsored

PRF INVESCO EXCHANGE TRADED FD T9.2K shares0.00%2026-06-302026-07-14

SLV ISHARES SILVER TR9.6K shares2.27%2026-06-302026-07-14

AVGB AMERICAN CENTY ETF TR9.7K shares32.29%2026-06-302026-07-14

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR8.9K sharesnew addition2026-06-302026-07-14

LULU LULULEMON ATHLETICA INC4.0K shares-0.79%2026-06-302026-07-14

CAH CARDINAL HEALTH INC2.1K shares-7.17%2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.7K shares-45.56%2026-06-302026-07-14

MTB M & T BK CORP2.0K shares-20.31%2026-06-302026-07-14

Sponsored

GLD SPDR GOLD TR1.3K shares2.31%2026-06-302026-07-14

TGT TARGET CORP3.5K shares50.56%2026-06-302026-07-14

AVSD AMERICAN CENTY ETF TR5.8K shares0.00%2026-06-302026-07-14

AVSU AMERICAN CENTY ETF TR5.3K shares0.00%2026-06-302026-07-14

EPD ENTERPRISE PRODS PARTNERS L11.9K shares4.71%2026-06-302026-07-14

EXEL EXELIXIS INC8.1K shares0.10%2026-06-302026-07-14

C CITIGROUP INC3.2K shares1.21%2026-06-302026-07-14

ETR ENTERGY CORP NEW3.9K sharesnew addition2026-06-302026-07-14

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL1.9K shares29.51%2026-06-302026-07-14

3M CO 3M CO2.8K shares-27.47%2026-06-302026-07-14

TCV EA SERIES TRUST13.5K shares-14.40%2026-06-302026-07-14

AVSE AMERICAN CENTY ETF TR5.8K shares0.00%2026-06-302026-07-14

ALL ALLSTATE CORP1.7K sharesnew addition2026-06-302026-07-14

MQY BLACKROCK MUNIYILD QULT FD I39.6K shares0.00%2026-06-302026-07-14

VTWV VANGUARD SCOTTSDALE FDS2.2K shares-11.05%2026-06-302026-07-14

COP CONOCOPHILLIPS3.6K shares-3.49%2026-06-302026-07-14

Sponsored

FDX FEDEX CORP1.3K shares-18.50%2026-06-302026-07-14

CHUBB LIMITED CHUBB LIMITED1.1K shares-47.99%2026-06-302026-07-14

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.0K shares0.17%2026-06-302026-07-14

VOE VANGUARD INDEX FDS2.0K shares4.09%2026-06-302026-07-14

IJH ISHARES TR5.3K shares-47.27%2026-06-302026-07-14

CI THE CIGNA GROUP1.3K shares-25.96%2026-06-302026-07-14

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares-14.42%2026-06-302026-07-14

IBIT ISHARES BITCOIN TRUST ETF11.3K shares9.42%2026-06-302026-07-14

Sponsored

MAR MARRIOTT INTL INC NEW1.1K shares-3.11%2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP757 shares-5.02%2026-06-302026-07-14

FAST FASTENAL CO8.2K shares-1.28%2026-06-302026-07-14

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD3.4K sharesnew addition2026-06-302026-07-14

ELV ELEVANCE HEALTH INC FORMERLY899 shares-45.88%2026-06-302026-07-14

MPC MARATHON PETE CORP1.3K shares-48.50%2026-06-302026-07-14

ETHE GRAYSCALE ETHEREUM STAKING E26.6K shares0.02%2026-06-302026-07-14

HYG ISHARES TR4.8K sharesnew addition2026-06-302026-07-14

Sponsored

FTNT FORTINET INC2.3K sharesnew addition2026-06-302026-07-14

IXN ISHARES TR2.7K shares0.00%2026-06-302026-07-14

HRL HORMEL FOODS CORP15.0K sharesnew addition2026-06-302026-07-14

BSVO EA SERIES TRUST12.5K shares0.00%2026-06-302026-07-14

MMD NYLI MACKAY DEFINEDTERM MUNI23.8K shares0.00%2026-06-302026-07-14

F FORD MTR CO26.2K shares45.83%2026-06-302026-07-14

BK BANK OF NY MELLON CORP2.4K shares1.06%2026-06-302026-07-14

BIIB BIOGEN INC1.7K shares-1.60%2026-06-302026-07-14

Sponsored

BMO BANK MONTREAL MEDIUM2.0K shares0.65%2026-06-302026-07-14

ESGV VANGUARD WORLD FD2.7K shares0.00%2026-06-302026-07-14

LOW LOWES COS INC1.7K shares-5.81%2026-06-302026-07-14

OKE ONEOK INC NEW3.8K sharesnew addition2026-06-302026-07-14

ADM ARCHER DANIELS MIDLAND CO4.2K shares11.31%2026-06-302026-07-14

ROK ROCKWELL AUTOMATION INC742 shares-1.20%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC643 shares-41.06%2026-06-302026-07-14

MYN BLACKROCK MUNIYIELD N Y QUAL32.8K shares0.00%2026-06-302026-07-14

Sponsored

RMI RIVERNORTH OPPORTUNISTIC MUN21.1K shares0.00%2026-06-302026-07-14

CMI CUMMINS INC493 shares-3.52%2026-06-302026-07-14

AVXC AMERICAN CENTY ETF TR4.1K shares0.00%2026-06-302026-07-14

SDY SPDR SERIES TRUST2.1K shares5.72%2026-06-302026-07-14

AVUQ AMERICAN CENTY ETF TR4.9K shares10.92%2026-06-302026-07-14

BSV VANGUARD BD INDEX FDS4.1K shares-87.95%2026-06-302026-07-14

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.3K sharesnew addition2026-06-302026-07-14

S&P GLOBAL INC S&P GLOBAL INC724 shares44.80%2026-06-302026-07-14

Sponsored

TT TRANE TECHNOLOGIES PLC648 shares-0.77%2026-06-302026-07-14

PGR PROGRESSIVE CORP1.3K shares-4.82%2026-06-302026-07-14

PFG PRINCIPAL FINANCIAL GROUP IN2.7K shares20.12%2026-06-302026-07-14

DFSD DIMENSIONAL ETF TRUST6.4K shares5.18%2026-06-302026-07-14

RWR SPDR SERIES TRUST2.6K sharesnew addition2026-06-302026-07-14

QXO QXO INC21.8K shares89.35%2026-06-302026-07-14

BKNG BOOKING HOLDINGS INC1.7K shares-66.06%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR1.7K shares-27.78%2026-06-302026-07-14

Sponsored

VONV VANGUARD SCOTTSDALE FDS2.8K shares-6.38%2026-06-302026-07-14

BP BP PLC7.3K shares0.61%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.6K sharesnew addition2026-06-302026-07-14

CNQ CANADIAN NAT RES LTD MED TER6.9K shares1.28%2026-06-302026-07-14

P EVERPURE INC3.9K sharesnew addition2026-06-302026-07-14

SNDK SANDISK CORP176 sharesnew addition2026-06-302026-07-14

TDG TRANSDIGM GROUP INC237 shares0.42%2026-06-302026-07-14

URI UNITED RENTALS INC268 shares-3.25%2026-06-302026-07-14

Sponsored

TCMD TACTILE SYS TECHNOLOGY INC10.0K sharesnew addition2026-06-302026-07-14

ADI ANALOG DEVICES INC748 shares-5.56%2026-06-302026-07-14

DHR DANAHER CORP DEL1.4K shares-45.08%2026-06-302026-07-14

MO ALTRIA GROUP INC4.0K shares5.00%2026-06-302026-07-14

AVMA AMERICAN CENTY ETF TR4.0K shares5.33%2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC2.5K shares-7.78%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP2.7K shares-3.49%2026-06-302026-07-14

OKLO OKLO INC6.0K shares-0.13%2026-06-302026-07-14

Sponsored

OMI ACCENDRA HEALTH INC81.7K shares0.00%2026-06-302026-07-14

GABELLI EQUITY TR INC GABELLI EQUITY TR INC47.9K shares0.00%2026-06-302026-07-14

EXPE EXPEDIA GROUP INC1.0K shares0.39%2026-06-302026-07-14

VSS VANGUARD INTL EQUITY INDEX F1.8K sharesnew addition2026-06-302026-07-14

ITW ILLINOIS TOOL WKS INC990 shares-17.50%2026-06-302026-07-14

DHI D R HORTON INC1.8K shares-2.93%2026-06-302026-07-14

CDNS CADENCE DESIGN SYSTEM INC704 sharesnew addition2026-06-302026-07-14

RF REGIONS FINANCIAL CORP NEW8.6K shares-66.60%2026-06-302026-07-14

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C5.6K sharesnew addition2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW2.1K shares16.27%2026-06-302026-07-14

SHEL SHELL PLC3.1K shares-58.57%2026-06-302026-07-14

ECL ECOLAB INC944 shares-61.23%2026-06-302026-07-14

PNC PNC FINL SVCS GROUP INC1.0K shares-5.74%2026-06-302026-07-14

EWJ ISHARES INC2.7K sharesnew addition2026-06-302026-07-14

HEDJ WISDOMTREE TR4.5K sharesnew addition2026-06-302026-07-14

PRU PRUDENTIAL FINL INC2.2K shares-17.79%2026-06-302026-07-14

Sponsored

AZO AUTOZONE INC82 shares-4.65%2026-06-302026-07-14

AVES AMERICAN CENTY ETF TR3.9K shares0.00%2026-06-302026-07-14

IWO ISHARES TR651 shares-3.84%2026-06-302026-07-14

LNC LINCOLN NATL CORP IND6.0K shares-0.22%2026-06-302026-07-14

MDLZ MONDELEZ INTL INC4.1K shares-31.26%2026-06-302026-07-14

PYPL PAYPAL HLDGS INC5.1K shares-5.65%2026-06-302026-07-14

UNM UNUM GROUP2.7K shares-5.11%2026-06-302026-07-14

ICVT ISHARES TR2.1K sharesnew addition2026-06-302026-07-14

Sponsored

SYY SYSCO CORP2.9K shares-48.55%2026-06-302026-07-14

SBUX STARBUCKS CORP2.2K shares5.34%2026-06-302026-07-14

IWP ISHARES TR1.7K shares-71.57%2026-06-302026-07-14

BLK BLACKROCK INC233 shares0.87%2026-06-302026-07-14

SYK STRYKER CORPORATION725 shares-9.38%2026-06-302026-07-14

APH AMPHENOL CORP1.5K shares-15.07%2026-06-302026-07-14

VLUE ISHARES TR1.2K sharesnew addition2026-06-302026-07-14

PCAR PACCAR INC1.9K shares-2.79%2026-06-302026-07-14

Sponsored

EIM EATON VANCE MUN BD FD23.9K shares0.00%2026-06-302026-07-14

GUNR FLEXSHARES TR4.7K shares-0.02%2026-06-302026-07-14

BDX BECTON DICKINSON & CO1.5K shares1.53%2026-06-302026-07-14

ANET ARISTA NETWORKS INC1.3K shares-37.33%2026-06-302026-07-14

CSX CSX CORP4.7K shares-1.75%2026-06-302026-07-14

EXI ISHARES TR1.2K shares0.00%2026-06-302026-07-14

RXRX RECURSION PHARMACEUTICALS IN69.5K shares-17.75%2026-06-302026-07-14

WEC WEC ENERGY GROUP INC2.0K shares-2.49%2026-06-302026-07-14

Sponsored

PRFZ INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2026-06-302026-07-14

CVS CVS HEALTH CORP2.1K sharesnew addition2026-06-302026-07-14

NTRS NORTHERN TR CORP1.2K shares-6.68%2026-06-302026-07-14

NFRA FLEXSHARES TR3.4K shares0.00%2026-06-302026-07-14

GWW WW GRAINGER INC161 sharesnew addition2026-06-302026-07-14

XLG INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2026-06-302026-07-14

SLYV SPDR SERIES TRUST2.0K sharesnew addition2026-06-302026-07-14

NUE NUCOR CORP942 sharesnew addition2026-06-302026-07-14

Sponsored

DOMINION ENERGY INC DOMINION ENERGY INC3.1K sharesnew addition2026-06-302026-07-14

KMB KIMBERLY-CLARK CORP2.0K shares-15.10%2026-06-302026-07-14

BOTJ BANK OF THE JAMES FINL GP IN8.3K sharesnew addition2026-06-302026-07-14

BDJ BLACKROCK ENHANCED EQUITY DI22.0K shares0.00%2026-06-302026-07-14

COF CAPITAL ONE FINL CORP1.0K sharesnew addition2026-06-302026-07-14

AMERIPRISE FINL INC AMERIPRISE FINL INC408 sharesnew addition2026-06-302026-07-14

CEV EATON VANCE CALIF MUN INCOM20.0K shares0.00%2026-06-302026-07-14

FSCO FS CREDIT OPPORTUNITIES CORP43.5K shares0.00%2026-06-302026-07-14

Sponsored

DVN DEVON ENERGY CORP NEW4.8K sharesnew addition2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC964 sharesnew addition2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC940 sharesnew addition2026-06-302026-07-14

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC977 sharesnew addition2026-06-302026-07-14

SCYB SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-14

VLO VALERO ENERGY CORP702 sharesnew addition2026-06-302026-07-14

VPU VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-07-14

CPS COOPER-STANDARD HOLDINGS INC7.5K shares0.00%2026-06-302026-07-14

Sponsored

PH PARKER-HANNIFIN CORP214 shares2.39%2026-06-302026-07-14

CRK COMSTOCK RES INC15.3K sharesnew addition2026-06-302026-07-14

MSI MOTOROLA SOLUTIONS INC483 sharesnew addition2026-06-302026-07-14

IBDU ISHARES TR8.8K shares1.14%2026-06-302026-07-14

IBDV ISHARES TR9.3K shares1.13%2026-06-302026-07-14

IBDW ISHARES TR9.7K shares1.19%2026-06-302026-07-14

AUR AURORA INNOVATION INC31.2K shares0.28%2026-06-302026-07-14

TNGY TORTOISE CAPITAL SERIES TRUS18.4K shares1.20%2026-06-302026-07-14

Sponsored

GUT GABELLI UTIL TR19.7K shares0.00%2026-06-302026-07-14

SWIM LATHAM GROUP INC21.8K sharesnew addition2026-06-302026-07-14

MHD BLACKROCK MUNIHOLDINGS FD IN10.0K shares0.00%2026-06-302026-07-14

DMB BNY MELLON MUN BD INFRASTRUC10.0K shares0.00%2026-06-302026-07-14

HYT BLACKROCK CORPOR HI YLD FD I10.0K shares0.00%2026-06-302026-07-14

BTX BLACKROCK TECH AND PRIVATE E10.0K shares0.00%2026-06-302026-07-14

EARN ELLINGTON CREDIT COMPANY18.0K shares20.00%2026-06-302026-07-14

GNLX GENELUX CORPORATION10.0K shares0.00%2026-06-302026-07-14

Sponsored

NAK NORTHERN DYNASTY MINERALS LT17.7K shares-17.40%2026-06-302026-07-14

VANGUARD INDEX FDS

6.69%

Shares1.2M

Event2026-06-30

Filed2026-07-14

DIMENSIONAL ETF TRUST

New

Shares7.3M

Event2026-06-30

Filed2026-07-14

DFUS

DIMENSIONAL ETF TRUST

-0.69%

Shares4.4M

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL ETF TRUST

-23.70%

Shares7.9M

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL ETF TRUST

2.76%

Shares3.8M

Event2026-06-30

Filed2026-07-14

AVUV

AMERICAN CENTY ETF TR

5.15%

Shares1.5M

Event2026-06-30

Filed2026-07-14

DFUV

DIMENSIONAL ETF TRUST

-41.68%

Shares3.2M

Event2026-06-30

Filed2026-07-14

LRGF

ISHARES TR

5.64%

Shares2.1M

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL ETF TRUST

11.52%

Shares3.9M

Event2026-06-30

Filed2026-07-14

DFAX

DIMENSIONAL ETF TRUST

-0.98%

Shares3.9M

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL ETF TRUST

-1.86%

Shares1.2M

Event2026-06-30

Filed2026-07-14

AVDE

AMERICAN CENTY ETF TR

-0.23%

Shares862.6K

Event2026-06-30

Filed2026-07-14

AVUS

AMERICAN CENTY ETF TR

-0.07%

Shares527.6K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

18.80%

Shares79.7K

Event2026-06-30

Filed2026-07-14

DFAT

DIMENSIONAL ETF TRUST

-45.63%

Shares758.0K

Event2026-06-30

Filed2026-07-14

DFEM

DIMENSIONAL ETF TRUST

8.20%

Shares1.2M

Event2026-06-30

Filed2026-07-14

DFAU

DIMENSIONAL ETF TRUST

9.41%

Shares868.1K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

-0.12%

Shares271.6K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-3.77%

Shares113.7K

Event2026-06-30

Filed2026-07-14

SCZ

ISHARES TR

-4.72%

Shares394.8K

Event2026-06-30

Filed2026-07-14

DFAI

DIMENSIONAL ETF TRUST

27.64%

Shares768.3K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

5.85%

Shares390.0K

Event2026-06-30

Filed2026-07-14

ITOT

ISHARES TR

-3.43%

Shares155.9K

Event2026-06-30

Filed2026-07-14

CORO

BLACKROCK ETF TRUST

New

Shares705.9K

Event2026-06-30

Filed2026-07-14

IVW

ISHARES TR

2613.75%

Shares154.4K

Event2026-06-30

Filed2026-07-14

EFV

ISHARES TR

5.46%

Shares264.7K

Event2026-06-30

Filed2026-07-14

AVDV

AMERICAN CENTY ETF TR

0.04%

Shares176.1K

Event2026-06-30

Filed2026-07-14

AVEM

AMERICAN CENTY ETF TR

-0.25%

Shares198.6K

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

171.20%

Shares124.4K

Event2026-06-30

Filed2026-07-14

DFAW

DIMENSIONAL ETF TRUST

22.35%

Shares214.3K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

New

Shares70.0K

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD INDEX FDS

3.20%

Shares141.6K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

1.95%

Shares34.6K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-0.61%

Shares11.3K

Event2026-06-30

Filed2026-07-14

IVLU

ISHARES TR

-0.54%

Shares316.7K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

133.20%

Shares374.2K

Event2026-06-30

Filed2026-07-14

DFSV

DIMENSIONAL ETF TRUST

0.21%

Shares327.3K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

15.13%

Shares60.9K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-6.41%

Shares16.3K

Event2026-06-30

Filed2026-07-14

AAUS

EA SERIES TRUST

-70.87%

Shares198.5K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-7.36%

Shares34.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.44%

Shares123.7K

Event2026-06-30

Filed2026-07-14

VXF

VANGUARD INDEX FDS

7.10%

Shares49.5K

Event2026-06-30

Filed2026-07-14

ESGU

ISHARES TR

-3.94%

Shares69.5K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

1645.83%

Shares316.2K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-0.99%

Shares42.7K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

3.57%

Shares30.0K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

13.98%

Shares170.7K

Event2026-06-30

Filed2026-07-14

BAI

BLACKROCK ETF TRUST

New

Shares219.4K

Event2026-06-30

Filed2026-07-14

DFNM

DIMENSIONAL ETF TRUST

14.78%

Shares201.9K

Event2026-06-30

Filed2026-07-14

DFAE

DIMENSIONAL ETF TRUST

84.47%

Shares231.5K

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

1136.29%

Shares316.8K

Event2026-06-30

Filed2026-07-14

AEM

AGNICO EAGLE MINES LTD

-2.72%

Shares58.9K

Event2026-06-30

Filed2026-07-14

BARRICK MNG CORP

-1.27%

Shares232.8K

Event2026-06-30

Filed2026-07-14

SHLD

GLOBAL X FDS

New

Shares136.5K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB STRATEGIC TR

-0.10%

Shares250.4K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-16.21%

Shares15.0K

Event2026-06-30

Filed2026-07-14

SCHV

SCHWAB STRATEGIC TR

972.63%

Shares215.4K

Event2026-06-30

Filed2026-07-14

DCOR

DIMENSIONAL ETF TRUST

0.00%

Shares86.0K

Event2026-06-30

Filed2026-07-14

HMY

HARMONY GOLD MNG LTD

0.00%

Shares468.2K

Event2026-06-30

Filed2026-07-14

AVMU

AMERICAN CENTY ETF TR

0.00%

Shares144.8K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

14.51%

Shares10.2K

Event2026-06-30

Filed2026-07-14

AVIG

AMERICAN CENTY ETF TR

0.00%

Shares148.5K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

6.29%

Shares101.6K

Event2026-06-30

Filed2026-07-14

THRO

BLACKROCK ETF TRUST

New

Shares139.5K

Event2026-06-30

Filed2026-07-14

BLACKROCK ETF TRUST

New

Shares208.5K

Event2026-06-30

Filed2026-07-14

EFSC

ENTERPRISE FINL SVCS CORP

-5.22%

Shares87.7K

Event2026-06-30

Filed2026-07-14

CDE

COEUR MNG INC

-2.10%

Shares361.3K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-4.37%

Shares38.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-5.27%

Shares18.0K

Event2026-06-30

Filed2026-07-14

IWB

ISHARES TR

26.33%

Shares12.9K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

-16.90%

Shares45.5K

Event2026-06-30

Filed2026-07-14

EMGF

ISHARES INC

New

Shares75.1K

Event2026-06-30

Filed2026-07-14

VCRB

VANGUARD MALVERN FDS

135.75%

Shares66.5K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-16.70%

Shares14.1K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

2.58%

Shares6.9K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

7.07%

Shares12.7K

Event2026-06-30

Filed2026-07-14

IEMG

ISHARES INC

1.74%

Shares62.2K

Event2026-06-30

Filed2026-07-14

GOVT

ISHARES TR

New

Shares212.5K

Event2026-06-30

Filed2026-07-14

DFLV

DIMENSIONAL ETF TRUST

-2.73%

Shares119.4K

Event2026-06-30

Filed2026-07-14

CMF

ISHARES TR

New

Shares80.4K

Event2026-06-30

Filed2026-07-14

IMO

IMPERIAL OIL LTD

-1.15%

Shares37.0K

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

139.50%

Shares54.7K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

New

Shares87.6K

Event2026-06-30

Filed2026-07-14

LMUB

ISHARES TR

New

Shares85.5K

Event2026-06-30

Filed2026-07-14

SCHM

SCHWAB STRATEGIC TR

758.23%

Shares119.7K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

-2.30%

Shares9.7K

Event2026-06-30

Filed2026-07-14

WPM

WHEATON PRECIOUS METALS CORP

-2.65%

Shares38.4K

Event2026-06-30

Filed2026-07-14

SCHE

SCHWAB STRATEGIC TR

1162.40%

Shares113.3K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

-5.76%

Shares16.2K

Event2026-06-30

Filed2026-07-14

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares85.7K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

22.98%

Shares9.8K

Event2026-06-30

Filed2026-07-14

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares49.2K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

-0.64%

Shares13.3K

Event2026-06-30

Filed2026-07-14

FNV

FRANCO NEV CORP

-3.55%

Shares18.9K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-9.44%

Shares14.3K

Event2026-06-30

Filed2026-07-14

SUSB

ISHARES TR

0.00%

Shares147.3K

Event2026-06-30

Filed2026-07-14

SCHC

SCHWAB STRATEGIC TR

New

Shares75.7K

Event2026-06-30

Filed2026-07-14

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares77.2K

Event2026-06-30

Filed2026-07-14

BNDX

VANGUARD CHARLOTTE FDS

342.72%

Shares73.8K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

132.51%

Shares11.7K

Event2026-06-30

Filed2026-07-14

ESGD

ISHARES TR

-3.75%

Shares33.5K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.55%

Shares10.0K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

27.82%

Shares3.6K

Event2026-06-30

Filed2026-07-14

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares35.6K

Event2026-06-30

Filed2026-07-14

AVLC

AMERICAN CENTY ETF TR

0.01%

Shares36.3K

Event2026-06-30

Filed2026-07-14

CBSH

COMMERCE BANCSHARES INC

-0.01%

Shares54.2K

Event2026-06-30

Filed2026-07-14

VXUS

VANGUARD STAR FDS

32.09%

Shares37.4K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

16.18%

Shares21.3K

Event2026-06-30

Filed2026-07-14

IBRX

IMMUNITYBIO INC

-2.76%

Shares396.4K

Event2026-06-30

Filed2026-07-14

ESE

ESCO TECHNOLOGIES INC

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-14

SCHH

SCHWAB STRATEGIC TR

New

Shares128.1K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-9.05%

Shares20.0K

Event2026-06-30

Filed2026-07-14

MGK

VANGUARD WORLD FD

400.00%

Shares31.9K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

32.79%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SCHX

SCHWAB STRATEGIC TR

-0.10%

Shares89.3K

Event2026-06-30

Filed2026-07-14

POST

POST HLDGS INC

-0.02%

Shares30.4K

Event2026-06-30

Filed2026-07-14

ISHARES TR

19.84%

Shares3.5K

Event2026-06-30

Filed2026-07-14

USB

US BANCORP

-2.96%

Shares41.7K

Event2026-06-30

Filed2026-07-14

RGLD

ROYAL GOLD INC

-3.20%

Shares13.3K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

32.48%

Shares14.0K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

New

Shares35.0K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-10.46%

Shares10.5K

Event2026-06-30

Filed2026-07-14

SGOV

ISHARES TR

-48.99%

Shares24.8K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

-13.42%

Shares2.6K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

2.32%

Shares4.5K

Event2026-06-30

Filed2026-07-14

BINC

BLACKROCK ETF TRUST II

New

Shares44.0K

Event2026-06-30

Filed2026-07-14

AGI

ALAMOS GOLD INC

-3.33%

Shares77.8K

Event2026-06-30

Filed2026-07-14

MUB

ISHARES TR

New

Shares20.9K

Event2026-06-30

Filed2026-07-14

BOEING CO

0.61%

Shares10.3K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

281.91%

Shares27.0K

Event2026-06-30

Filed2026-07-14

AVSC

AMERICAN CENTY ETF TR

0.40%

Shares29.8K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

-18.10%

Shares7.9K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

-15.27%

Shares5.9K

Event2026-06-30

Filed2026-07-14

OEF

ISHARES TR

61.54%

Shares5.7K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-19.23%

Shares17.5K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

-33.84%

Shares3.6K

Event2026-06-30

Filed2026-07-14

TLT

ISHARES TR

New

Shares22.5K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

41.56%

Shares21.0K

Event2026-06-30

Filed2026-07-14

HYD

VANECK ETF TRUST

New

Shares34.8K

Event2026-06-30

Filed2026-07-14

CLMT

CALUMET INC

0.00%

Shares45.0K

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

-13.37%

Shares1.7K

Event2026-06-30

Filed2026-07-14

PAAS

PAN AMERN SILVER CORP

-1.10%

Shares41.5K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

24.62%

Shares9.6K

Event2026-06-30

Filed2026-07-14

VISA INC

-2.30%

Shares4.9K

Event2026-06-30

Filed2026-07-14

BOND

PIMCO ETF TR

New

Shares18.9K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

-2.21%

Shares69.2K

Event2026-06-30

Filed2026-07-14

ORLY

OREILLY AUTOMOTIVE INC

-0.50%

Shares19.1K

Event2026-06-30

Filed2026-07-14

AVIE

AMERICAN CENTY ETF TR

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

-13.09%

Shares17.4K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC

28.91%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

New

Shares20.5K

Event2026-06-30

Filed2026-07-14

EFA

ISHARES TR

390.02%

Shares14.9K

Event2026-06-30

Filed2026-07-14

RDDT

REDDIT INC

0.71%

Shares7.6K

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD WHITEHALL FDS

28.41%

Shares9.6K

Event2026-06-30

Filed2026-07-14

DMXF

ISHARES TR

-0.58%

Shares18.1K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-9.01%

Shares12.1K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-8.30%

Shares2.6K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES TR

-54.18%

Shares9.2K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-20.75%

Shares5.1K

Event2026-06-30

Filed2026-07-14

VRT

VERTIV HOLDINGS CO

0.79%

Shares4.8K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-15.52%

Shares4.4K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

63.81%

Shares14.3K

Event2026-06-30

Filed2026-07-14

AVDS

AMERICAN CENTY ETF TR

19.18%

Shares19.5K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

2.40%

Shares16.5K

Event2026-06-30

Filed2026-07-14

AEE

AMEREN CORP

7.62%

Shares12.7K

Event2026-06-30

Filed2026-07-14

AVMC

AMERICAN CENTY ETF TR

10.57%

Shares18.1K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

-1.74%

Shares2.1K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

6.49%

Shares19.4K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-3.22%

Shares17.0K

Event2026-06-30

Filed2026-07-14

VUG

VANGUARD INDEX FDS

109.85%

Shares16.6K

Event2026-06-30

Filed2026-07-14

VGT

VANGUARD WORLD FD

479.54%

Shares12.1K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

41.46%

Shares1.3K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

90.92%

Shares11.1K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-21.02%

Shares9.8K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES TR

0.91%

Shares25.6K

Event2026-06-30

Filed2026-07-14

AVGE

AMERICAN CENTY ETF TR

19.35%

Shares13.3K

Event2026-06-30

Filed2026-07-14

EFG

ISHARES TR

142.64%

Shares10.8K

Event2026-06-30

Filed2026-07-14

IYW

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.15%

Shares3.0K

Event2026-06-30

Filed2026-07-14

RELIANCE INC

18.05%

Shares3.1K

Event2026-06-30

Filed2026-07-14

SMLF

ISHARES TR

0.57%

Shares13.4K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-13.70%

Shares8.8K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

25.96%

Shares37.6K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-63.07%

Shares4.7K

Event2026-06-30

Filed2026-07-14

STIFEL FINL CORP

-0.31%

Shares13.7K

Event2026-06-30

Filed2026-07-14

SYSB

ISHARES TR

New

Shares11.5K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

40.60%

Shares5.5K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO

50.07%

Shares16.5K

Event2026-06-30

Filed2026-07-14

VANECK ETF TRUST

6.50%

Shares13.1K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

New

Shares14.0K

Event2026-06-30

Filed2026-07-14

FELE

FRANKLIN ELEC INC

0.10%

Shares8.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

-0.05%

Shares5.6K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-19.87%

Shares2.4K

Event2026-06-30

Filed2026-07-14

GILD

GILEAD SCIENCES INC

7.20%

Shares6.6K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

-23.99%

Shares2.9K

Event2026-06-30

Filed2026-07-14

DIA

STATE STR SPDR DOW JONES IND

63.82%

Shares1.6K

Event2026-06-30

Filed2026-07-14

CNC

CENTENE CORP DEL

-19.86%

Shares12.3K

Event2026-06-30

Filed2026-07-14

EPC

EDGEWELL PERSONAL CARE CO

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

-6.59%

Shares2.5K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

931.22%

Shares3.7K

Event2026-06-30

Filed2026-07-14

DEERE & CO

97.08%

Shares1.4K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-40.86%

Shares2.3K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

-20.80%

Shares4.5K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

109.39%

Shares8.2K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

37.92%

Shares18.4K

Event2026-06-30

Filed2026-07-14

WWD

WOODWARD INC

-0.70%

Shares2.0K

Event2026-06-30

Filed2026-07-14

CMCSA

COMCAST CORP NEW

-21.27%

Shares32.4K

Event2026-06-30

Filed2026-07-14

AT&T INC

-11.22%

Shares35.6K

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC

-0.87%

Shares4.3K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

-7.66%

Shares892

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

-8.24%

Shares1.4K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

3.65%

Shares3.0K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

-20.81%

Shares1.6K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB STRATEGIC TR

121.55%

Shares24.7K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

26.81%

Shares6.7K

Event2026-06-30

Filed2026-07-14

IONIS PHARMACEUTICALS INC

-0.71%

Shares11.1K

Event2026-06-30

Filed2026-07-14

VBK

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

HCA

HCA HEALTHCARE INC

-2.47%

Shares1.6K

Event2026-06-30

Filed2026-07-14

COLGATE PALMOLIVE CO

-46.79%

Shares6.6K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

-42.18%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ESGE

ISHARES INC

-10.01%

Shares11.8K

Event2026-06-30

Filed2026-07-14

ENR

ENERGIZER HLDGS INC

0.00%

Shares29.5K

Event2026-06-30

Filed2026-07-14

REGN

REGENERON PHARMACEUTICALS

-2.05%

Shares907

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

-3.37%

Shares4.0K

Event2026-06-30

Filed2026-07-14

VOT

VANGUARD INDEX FDS

-34.54%

Shares2.0K

Event2026-06-30

Filed2026-07-14

SEAGATE TECHNOLOGY HLDNGS PL

19.72%

Shares680

Event2026-06-30

Filed2026-07-14

KMI

KINDER MORGAN INC DEL

2.68%

Shares18.1K

Event2026-06-30

Filed2026-07-14

NEM

NEWMONT CORP

57.24%

Shares6.1K

Event2026-06-30

Filed2026-07-14

DECK

DECKERS OUTDOOR CORP

-1.73%

Shares5.2K

Event2026-06-30

Filed2026-07-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.83%

Shares11.6K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES TR

15.46%

Shares5.1K

Event2026-06-30

Filed2026-07-14

TLH

ISHARES TR

New

Shares5.7K

Event2026-06-30

Filed2026-07-14

VTIP

VANGUARD MALVERN FDS

New

Shares11.1K

Event2026-06-30

Filed2026-07-14

CORTEVA INC

-4.49%

Shares6.4K

Event2026-06-30

Filed2026-07-14

AVMV

AMERICAN CENTY ETF TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-14

AVEE

AMERICAN CENTY ETF TR

30.40%

Shares8.1K

Event2026-06-30

Filed2026-07-14

FSSL

FS SPECIALTY LENDING FD

180.09%

Shares49.6K

Event2026-06-30

Filed2026-07-14

IXC

ISHARES TR

New

Shares10.3K

Event2026-06-30

Filed2026-07-14

WDC

WESTERN DIGITAL CORP

3.85%

Shares970

Event2026-06-30

Filed2026-07-14

DUHP

DIMENSIONAL ETF TRUST

-0.98%

Shares12.9K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING IN

-45.76%

Shares2.1K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

-2.30%

Shares1.6K

Event2026-06-30

Filed2026-07-14

LQD

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-14

DFCF

DIMENSIONAL ETF TRUST

1.01%

Shares12.5K

Event2026-06-30

Filed2026-07-14

NBH

NEUBERGER MUN FD INC

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-14

SRE

SEMPRA

15.48%

Shares5.5K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

-1.59%

Shares2.6K

Event2026-06-30

Filed2026-07-14

YUM

YUM BRANDS INC

-36.59%

Shares3.2K

Event2026-06-30

Filed2026-07-14

DFGP

DIMENSIONAL ETF TRUST

1.15%

Shares9.4K

Event2026-06-30

Filed2026-07-14

DCO

DUCOMMUN INC DEL

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

IWV

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

-13.06%

Shares1.2K

Event2026-06-30

Filed2026-07-14

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

2.27%

Shares9.6K

Event2026-06-30

Filed2026-07-14

AVGB

AMERICAN CENTY ETF TR

32.29%

Shares9.7K

Event2026-06-30

Filed2026-07-14

AMERICAN CENTY ETF TR

New

Shares8.9K

Event2026-06-30

Filed2026-07-14

LULU

LULULEMON ATHLETICA INC

-0.79%

Shares4.0K

Event2026-06-30

Filed2026-07-14

CAH

CARDINAL HEALTH INC

-7.17%

Shares2.1K

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

-45.56%

Shares3.7K

Event2026-06-30

Filed2026-07-14

MTB

M & T BK CORP

-20.31%

Shares2.0K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

2.31%

Shares1.3K

Event2026-06-30

Filed2026-07-14

TGT

TARGET CORP

50.56%

Shares3.5K

Event2026-06-30

Filed2026-07-14

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-14

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-14

EPD

ENTERPRISE PRODS PARTNERS L

4.71%

Shares11.9K

Event2026-06-30

Filed2026-07-14

EXEL

EXELIXIS INC

0.10%

Shares8.1K

Event2026-06-30

Filed2026-07-14

CITIGROUP INC

1.21%

Shares3.2K

Event2026-06-30

Filed2026-07-14

ETR

ENTERGY CORP NEW

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

29.51%

Shares1.9K

Event2026-06-30

Filed2026-07-14

3M CO

-27.47%

Shares2.8K

Event2026-06-30

Filed2026-07-14

TCV

EA SERIES TRUST

-14.40%

Shares13.5K

Event2026-06-30

Filed2026-07-14

AVSE

AMERICAN CENTY ETF TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-14

ALL

ALLSTATE CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-14

MQY

BLACKROCK MUNIYILD QULT FD I

0.00%

Shares39.6K

Event2026-06-30

Filed2026-07-14

VTWV

VANGUARD SCOTTSDALE FDS

-11.05%

Shares2.2K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

-3.49%

Shares3.6K

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP

-18.50%

Shares1.3K

Event2026-06-30

Filed2026-07-14

CHUBB LIMITED

-47.99%

Shares1.1K

Event2026-06-30

Filed2026-07-14

LIBERTY MEDIA CORP DEL

0.17%

Shares4.0K

Event2026-06-30

Filed2026-07-14

VOE

VANGUARD INDEX FDS

4.09%

Shares2.0K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

-47.27%

Shares5.3K

Event2026-06-30

Filed2026-07-14

THE CIGNA GROUP

-25.96%

Shares1.3K

Event2026-06-30

Filed2026-07-14

TRAVELERS COMPANIES INC

-14.42%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

9.42%

Shares11.3K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

-3.11%

Shares1.1K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

-5.02%

Shares757

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO

-1.28%

Shares8.2K

Event2026-06-30

Filed2026-07-14

ALIBABA GROUP HLDG LTD

New

Shares3.4K

Event2026-06-30

Filed2026-07-14

ELV

ELEVANCE HEALTH INC FORMERLY

-45.88%

Shares899

Event2026-06-30

Filed2026-07-14

MPC

MARATHON PETE CORP

-48.50%

Shares1.3K

Event2026-06-30

Filed2026-07-14

ETHE

GRAYSCALE ETHEREUM STAKING E

0.02%

Shares26.6K

Event2026-06-30

Filed2026-07-14

HYG

ISHARES TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-14

FTNT

FORTINET INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

IXN

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

HRL

HORMEL FOODS CORP

New

Shares15.0K

Event2026-06-30

Filed2026-07-14

BSVO

EA SERIES TRUST

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-14

MMD

NYLI MACKAY DEFINEDTERM MUNI

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-14

FORD MTR CO

45.83%

Shares26.2K

Event2026-06-30

Filed2026-07-14

BANK OF NY MELLON CORP

1.06%

Shares2.4K

Event2026-06-30

Filed2026-07-14

BIIB

BIOGEN INC

-1.60%

Shares1.7K

Event2026-06-30

Filed2026-07-14

BMO

BANK MONTREAL MEDIUM

0.65%

Shares2.0K

Event2026-06-30

Filed2026-07-14

ESGV

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-14

LOW

LOWES COS INC

-5.81%

Shares1.7K

Event2026-06-30

Filed2026-07-14

OKE

ONEOK INC NEW

New

Shares3.8K

Event2026-06-30

Filed2026-07-14

ADM

ARCHER DANIELS MIDLAND CO

11.31%

Shares4.2K

Event2026-06-30

Filed2026-07-14

ROK

ROCKWELL AUTOMATION INC

-1.20%

Shares742

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

-41.06%

Shares643

Event2026-06-30

Filed2026-07-14

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares32.8K

Event2026-06-30

Filed2026-07-14

RMI

RIVERNORTH OPPORTUNISTIC MUN

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

-3.52%

Shares493

Event2026-06-30

Filed2026-07-14

AVXC

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

SDY

SPDR SERIES TRUST

5.72%

Shares2.1K

Event2026-06-30

Filed2026-07-14

AVUQ

AMERICAN CENTY ETF TR

10.92%

Shares4.9K

Event2026-06-30

Filed2026-07-14

BSV

VANGUARD BD INDEX FDS

-87.95%

Shares4.1K

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

44.80%

Shares724

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC

-0.77%

Shares648

Event2026-06-30

Filed2026-07-14

PGR

PROGRESSIVE CORP

-4.82%

Shares1.3K

Event2026-06-30

Filed2026-07-14

PFG

PRINCIPAL FINANCIAL GROUP IN

20.12%

Shares2.7K

Event2026-06-30

Filed2026-07-14

DFSD

DIMENSIONAL ETF TRUST

5.18%

Shares6.4K

Event2026-06-30

Filed2026-07-14

RWR

SPDR SERIES TRUST

New

Shares2.6K

Event2026-06-30

Filed2026-07-14

QXO

QXO INC

89.35%

Shares21.8K

Event2026-06-30

Filed2026-07-14

BKNG

BOOKING HOLDINGS INC

-66.06%

Shares1.7K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-27.78%

Shares1.7K

Event2026-06-30

Filed2026-07-14

VONV

VANGUARD SCOTTSDALE FDS

-6.38%

Shares2.8K

Event2026-06-30

Filed2026-07-14

BP PLC

0.61%

Shares7.3K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

CNQ

CANADIAN NAT RES LTD MED TER

1.28%

Shares6.9K

Event2026-06-30

Filed2026-07-14

EVERPURE INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-14

SNDK

SANDISK CORP

New

Shares176

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

0.42%

Shares237

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

-3.25%

Shares268

Event2026-06-30

Filed2026-07-14

TCMD

TACTILE SYS TECHNOLOGY INC

New

Shares10.0K

Event2026-06-30

Filed2026-07-14

ADI

ANALOG DEVICES INC

-5.56%

Shares748

Event2026-06-30

Filed2026-07-14

DHR

DANAHER CORP DEL

-45.08%

Shares1.4K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

5.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

AVMA

AMERICAN CENTY ETF TR

5.33%

Shares4.0K

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

-7.78%

Shares2.5K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

-3.49%

Shares2.7K

Event2026-06-30

Filed2026-07-14

OKLO

OKLO INC

-0.13%

Shares6.0K

Event2026-06-30

Filed2026-07-14

OMI

ACCENDRA HEALTH INC

0.00%

Shares81.7K

Event2026-06-30

Filed2026-07-14

GABELLI EQUITY TR INC

0.00%

Shares47.9K

Event2026-06-30

Filed2026-07-14

EXPE

EXPEDIA GROUP INC

0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC

-17.50%

Shares990

Event2026-06-30

Filed2026-07-14

DHI

D R HORTON INC

-2.93%

Shares1.8K

Event2026-06-30

Filed2026-07-14

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares704

Event2026-06-30

Filed2026-07-14

REGIONS FINANCIAL CORP NEW

-66.60%

Shares8.6K

Event2026-06-30

Filed2026-07-14

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.6K

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

16.27%

Shares2.1K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

-58.57%

Shares3.1K

Event2026-06-30

Filed2026-07-14

ECL

ECOLAB INC

-61.23%

Shares944

Event2026-06-30

Filed2026-07-14

PNC

PNC FINL SVCS GROUP INC

-5.74%

Shares1.0K

Event2026-06-30

Filed2026-07-14

EWJ

ISHARES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

HEDJ

WISDOMTREE TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-14

PRU

PRUDENTIAL FINL INC

-17.79%

Shares2.2K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

-4.65%

Shares82

Event2026-06-30

Filed2026-07-14

AVES

AMERICAN CENTY ETF TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-14

IWO

ISHARES TR

-3.84%

Shares651

Event2026-06-30

Filed2026-07-14

LNC

LINCOLN NATL CORP IND

-0.22%

Shares6.0K

Event2026-06-30

Filed2026-07-14

MDLZ

MONDELEZ INTL INC

-31.26%

Shares4.1K

Event2026-06-30

Filed2026-07-14

PYPL

PAYPAL HLDGS INC

-5.65%

Shares5.1K

Event2026-06-30

Filed2026-07-14

UNM

UNUM GROUP

-5.11%

Shares2.7K

Event2026-06-30

Filed2026-07-14

ICVT

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-14

SYY

SYSCO CORP

-48.55%

Shares2.9K

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP

5.34%

Shares2.2K

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

-71.57%

Shares1.7K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

0.87%

Shares233

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

-9.38%

Shares725

Event2026-06-30

Filed2026-07-14

APH

AMPHENOL CORP

-15.07%

Shares1.5K

Event2026-06-30

Filed2026-07-14

VLUE

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

PCAR

PACCAR INC

-2.79%

Shares1.9K

Event2026-06-30

Filed2026-07-14

EIM

EATON VANCE MUN BD FD

0.00%

Shares23.9K

Event2026-06-30

Filed2026-07-14

GUNR

FLEXSHARES TR

-0.02%

Shares4.7K

Event2026-06-30

Filed2026-07-14

BDX

BECTON DICKINSON & CO

1.53%

Shares1.5K

Event2026-06-30

Filed2026-07-14

ANET

ARISTA NETWORKS INC

-37.33%

Shares1.3K

Event2026-06-30

Filed2026-07-14

CSX

CSX CORP

-1.75%

Shares4.7K

Event2026-06-30

Filed2026-07-14

EXI

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

RXRX

RECURSION PHARMACEUTICALS IN

-17.75%

Shares69.5K

Event2026-06-30

Filed2026-07-14

WEC

WEC ENERGY GROUP INC

-2.49%

Shares2.0K

Event2026-06-30

Filed2026-07-14

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

CVS

CVS HEALTH CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-14

NTRS

NORTHERN TR CORP

-6.68%

Shares1.2K

Event2026-06-30

Filed2026-07-14

NFRA

FLEXSHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

GWW

WW GRAINGER INC

New

Shares161

Event2026-06-30

Filed2026-07-14

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares3.6K

Event2026-06-30

Filed2026-07-14

SLYV

SPDR SERIES TRUST

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP

New

Shares942

Event2026-06-30

Filed2026-07-14

DOMINION ENERGY INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-14

KMB

KIMBERLY-CLARK CORP

-15.10%

Shares2.0K

Event2026-06-30

Filed2026-07-14

BOTJ

BANK OF THE JAMES FINL GP IN

New

Shares8.3K

Event2026-06-30

Filed2026-07-14

BDJ

BLACKROCK ENHANCED EQUITY DI

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-14

COF

CAPITAL ONE FINL CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-14

AMERIPRISE FINL INC

New

Shares408

Event2026-06-30

Filed2026-07-14

CEV

EATON VANCE CALIF MUN INCOM

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-14

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares43.5K

Event2026-06-30

Filed2026-07-14

DVN

DEVON ENERGY CORP NEW

New

Shares4.8K

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

New

Shares964

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares940

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares977

Event2026-06-30

Filed2026-07-14

SCYB

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-14

VLO

VALERO ENERGY CORP

New

Shares702

Event2026-06-30

Filed2026-07-14

VPU

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

CPS

COOPER-STANDARD HOLDINGS INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-14

PARKER-HANNIFIN CORP

2.39%

Shares214

Event2026-06-30

Filed2026-07-14

CRK

COMSTOCK RES INC

New

Shares15.3K

Event2026-06-30

Filed2026-07-14

MSI

MOTOROLA SOLUTIONS INC

New

Shares483

Event2026-06-30

Filed2026-07-14

IBDU

ISHARES TR

1.14%

Shares8.8K

Event2026-06-30

Filed2026-07-14

IBDV

ISHARES TR

1.13%

Shares9.3K

Event2026-06-30

Filed2026-07-14

IBDW

ISHARES TR

1.19%

Shares9.7K

Event2026-06-30

Filed2026-07-14

AUR

AURORA INNOVATION INC

0.28%

Shares31.2K

Event2026-06-30

Filed2026-07-14

TNGY

TORTOISE CAPITAL SERIES TRUS

1.20%

Shares18.4K

Event2026-06-30

Filed2026-07-14

GUT

GABELLI UTIL TR

0.00%

Shares19.7K

Event2026-06-30

Filed2026-07-14

SWIM

LATHAM GROUP INC

New

Shares21.8K

Event2026-06-30

Filed2026-07-14

MHD

BLACKROCK MUNIHOLDINGS FD IN

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

DMB

BNY MELLON MUN BD INFRASTRUC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

HYT

BLACKROCK CORPOR HI YLD FD I

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

BTX

BLACKROCK TECH AND PRIVATE E

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

EARN

ELLINGTON CREDIT COMPANY

20.00%

Shares18.0K

Event2026-06-30

Filed2026-07-14

GNLX

GENELUX CORPORATION

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

NAK

NORTHERN DYNASTY MINERALS LT

-17.40%

Shares17.7K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available