Sponsored

The Analysis of RHS Financial, LLC's Holdings & P&L

Currently, RHS Financial, LLC holds 165 types of securities in its portfolio with a total value $247.9M. In the most recent quarter, they have increased their positions in QEFA (+39.8K shares, valued at $3.8M), CRWV (+21.3K shares, valued at $2.1M), BHK (+208.7K shares, valued at $1.9M); decreased their positions in VGLT (-107.9K shares, valued at $6.0M), FNDE (-41.0K shares, valued at $1.6M), EMGF (-17.8K shares, valued at $1.3M); initiated new positions in QEFA (+39.8K shares, valued at $3.8M), CRWV (+21.3K shares, valued at $2.1M), RSSB (+54.6K shares, valued at $1.7M).

1M P&L

+4.4M+1.98%

3M P&L

+8.8M+4.00%

HY P&L

+15.3M+7.16%

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/A199.1M

85.1%

2Consumer Electronics5.5M

2.3%

3Software - Infrastructure4.2M

1.8%

Top Industries by Stock Count

1N/A93 stocks

59.2%

2Semiconductors5 stocks

3.2%

3Software - Infrastructure5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR219.7K shares16.28%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS30.2K shares10.40%2026-06-302026-08-07

FNDX SCHWAB STRATEGIC TR297.9K shares-9.13%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS126.1K shares11.75%2026-06-302026-08-07

MTUM ISHARES TR23.9K shares-1.45%2026-06-302026-08-07

IVLU ISHARES TR192.3K shares-0.78%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR269.6K shares-0.42%2026-06-302026-08-07

INTF ISHARES TR173.4K shares30.36%2026-06-302026-08-07

Sponsored

EMGF ISHARES INC86.0K shares-17.16%2026-06-302026-08-07

FNDE SCHWAB STRATEGIC TR144.3K shares-22.14%2026-06-302026-08-07

IMTM ISHARES TR106.3K shares35.24%2026-06-302026-08-07

LRGF ISHARES TR73.4K shares3.84%2026-06-302026-08-07

AAPL APPLE INC18.9K shares20.48%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR190.4K shares-2.25%2026-06-302026-08-07

BOXX EA SERIES TRUST43.4K shares-7.36%2026-06-302026-08-07

RING ISHARES INC75.7K shares5.08%2026-06-302026-08-07

Sponsored

USMV ISHARES TR49.9K shares8.82%2026-06-302026-08-07

SCHP SCHWAB STRATEGIC TR170.7K shares58.75%2026-06-302026-08-07

UCIB UBS AG LONDON BRANCH126.8K shares9.95%2026-06-302026-08-07

QEFA SPDR INDEX SHS FDS39.8K sharesnew addition2026-06-302026-08-07

IDEV ISHARES TR38.9K shares55.03%2026-06-302026-08-07

BCD ABRDN ETFS92.2K shares131.02%2026-06-302026-08-07

NTSX WISDOMTREE TR52.5K shares4.30%2026-06-302026-08-07

EFAV ISHARES TR31.3K shares-7.08%2026-06-302026-08-07

Sponsored

JPEM J P MORGAN EXCHANGE TRADED F41.4K shares-19.34%2026-06-302026-08-07

BHK BLACKROCK CORE BD TR270.8K shares336.20%2026-06-302026-08-07

IAGG ISHARES TR42.5K shares192.61%2026-06-302026-08-07

ESGU ISHARES TR13.0K shares-3.11%2026-06-302026-08-07

CRWV COREWEAVE INC21.3K sharesnew addition2026-06-302026-08-07

LEMB ISHARES INC47.2K shares13.30%2026-06-302026-08-07

SPYV SPDR SERIES TRUST32.9K shares26.48%2026-06-302026-08-07

VGIT VANGUARD SCOTTSDALE FDS33.8K shares-31.11%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION9.9K shares-3.24%2026-06-302026-08-07

VLUE ISHARES TR9.9K shares-0.17%2026-06-302026-08-07

IGSB ISHARES TR37.1K shares-8.93%2026-06-302026-08-07

ICSH ISHARES TR38.0K shares-23.87%2026-06-302026-08-07

JPUS J P MORGAN EXCHANGE TRADED F13.5K shares28.35%2026-06-302026-08-07

WIA WESTERN ASSET INFLT LNK INC231.4K shares15.07%2026-06-302026-08-07

MBB ISHARES TR19.6K shares38.28%2026-06-302026-08-07

ESGD ISHARES TR17.3K shares30.64%2026-06-302026-08-07

Sponsored

SCHX SCHWAB STRATEGIC TR59.6K shares-7.32%2026-06-302026-08-07

RSSB TIDAL TRUST II54.6K sharesnew addition2026-06-302026-08-07

EMLC VANECK ETF TRUST60.2K shares-31.67%2026-06-302026-08-07

RSST TIDAL TRUST II46.5K shares-16.89%2026-06-302026-08-07

AMZN AMAZON COM INC6.3K shares31.49%2026-06-302026-08-07

BOXA EA SERIES TRUST13.6K shares27.43%2026-06-302026-08-07

VFMF VANGUARD WELLINGTON FD8.0K shares25.52%2026-06-302026-08-07

GOOGL ALPHABET INC3.9K shares-1.56%2026-06-302026-08-07

Sponsored

EEMV ISHARES INC18.5K shares-6.42%2026-06-302026-08-07

HFGM TIDAL TRUST I39.9K shares447.24%2026-06-302026-08-07

JPIN J P MORGAN EXCHANGE TRADED F16.8K shares78.54%2026-06-302026-08-07

SPMO INVESCO EXCH TRADED FD TR II7.2K shares2.52%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR36.8K shares-10.36%2026-06-302026-08-07

ITOT ISHARES TR7.0K shares-18.97%2026-06-302026-08-07

SGOV ISHARES TR11.2K shares41.76%2026-06-302026-08-07

QQQ INVESCO QQQ TR1.5K shares58.79%2026-06-302026-08-07

Sponsored

MSFT MICROSOFT CORP3.0K shares-7.44%2026-06-302026-08-07

VV VANGUARD INDEX FDS3.2K sharesnew addition2026-06-302026-08-07

BPRE BLUEROCK PVT REAL ESTATE FD76.9K shares-0.38%2026-06-302026-08-07

SMLF ISHARES TR11.2K shares24.00%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS6.2K shares-44.33%2026-06-302026-08-07

VUG VANGUARD INDEX FDS11.1K shares534.63%2026-06-302026-08-07

QUAL ISHARES TR4.3K shares25.03%2026-06-302026-08-07

USRT ISHARES TR14.0K shares-21.11%2026-06-302026-08-07

Sponsored

ISCF ISHARES TR20.1K shares-2.16%2026-06-302026-08-07

VGLT VANGUARD SCOTTSDALE FDS15.0K shares-87.82%2026-06-302026-08-07

EFV ISHARES TR9.7K shares152.55%2026-06-302026-08-07

STIP ISHARES TR7.1K shares39.53%2026-06-302026-08-07

VBR VANGUARD INDEX FDS2.9K shares0.00%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-06-302026-08-07

ISHARES TR ISHARES TR7.3K shares81.01%2026-06-302026-08-07

EXEL EXELIXIS INC12.8K shares0.05%2026-06-302026-08-07

Sponsored

HCA HCA HEALTHCARE INC1.8K shares4.58%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO11.8K shares-5.00%2026-06-302026-08-07

CL COLGATE PALMOLIVE CO7.1K sharesnew addition2026-06-302026-08-07

EBAY EBAY INC.5.8K shares-2.62%2026-06-302026-08-07

MGC VANGUARD WORLD FD2.3K shares3.23%2026-06-302026-08-07

TLH ISHARES TR6.3K shares24.83%2026-06-302026-08-07

BTC GRAYSCALE BITCOIN MINI TR ET24.3K shares-17.04%2026-06-302026-08-07

CMCSA COMCAST CORP NEW24.5K shares130.48%2026-06-302026-08-07

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C13.2K shares0.00%2026-06-302026-08-07

ADOBE INC ADOBE INC2.9K shares79.77%2026-06-302026-08-07

DFAU DIMENSIONAL ETF TRUST10.7K shares60.90%2026-06-302026-08-07

FNDC SCHWAB STRATEGIC TR10.5K shares1.80%2026-06-302026-08-07

FLEX FLEX LTD3.0K sharesnew addition2026-06-302026-08-07

WMT WALMART INC4.3K shares-3.04%2026-06-302026-08-07

FHI FEDERATED HERMES INC8.7K shares-0.40%2026-06-302026-08-07

KLAC KLA CORP1.5K shares750.56%2026-06-302026-08-07

Sponsored

GM GENERAL MTRS CO5.9K shares11.51%2026-06-302026-08-07

GILD GILEAD SCIENCES INC3.6K shares-19.97%2026-06-302026-08-07

IGLB ISHARES TR9.0K shares-20.88%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR13.3K shares4.74%2026-06-302026-08-07

ISRG INTUITIVE SURGICAL INC1.1K shares10.35%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST8.0K sharesnew addition2026-06-302026-08-07

EOG EOG RES INC3.3K shares0.00%2026-06-302026-08-07

MNA NEW YORK LIFE INVESTMENTS ET11.4K shares65.57%2026-06-302026-08-07

Sponsored

GDDY GODADDY INC4.9K sharesnew addition2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL804 shares-2.43%2026-06-302026-08-07

HIPS GRANITESHARES ETF TR34.8K shares-17.16%2026-06-302026-08-07

RAFE PIMCO EQUITY SER8.2K shares10.10%2026-06-302026-08-07

DYNF BLACKROCK ETF TRUST5.8K shares1.46%2026-06-302026-08-07

IEMG ISHARES INC4.7K shares-25.22%2026-06-302026-08-07

CMF ISHARES TR6.8K shares-1.89%2026-06-302026-08-07

ESGE ISHARES INC7.1K shares-9.50%2026-06-302026-08-07

Sponsored

ISHARES TR ISHARES TR516 shares-0.39%2026-06-302026-08-07

EXPE EXPEDIA GROUP INC1.5K shares37.16%2026-06-302026-08-07

IQLT ISHARES TR7.5K sharesnew addition2026-06-302026-08-07

DBMF LITMAN GREGORY FDS TR12.2K shares-61.30%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION397 shares45.42%2026-06-302026-08-07

KR KROGER CO6.7K shares4.78%2026-06-302026-08-07

GOOG ALPHABET INC1.0K shares0.20%2026-06-302026-08-07

DBX DROPBOX INC13.1K shares4.46%2026-06-302026-08-07

Sponsored

JKHY HENRY JACK & ASSOC INC2.6K sharesnew addition2026-06-302026-08-07

EA ELECTRONIC ARTS INC1.7K shares23.38%2026-06-302026-08-07

VTV VANGUARD INDEX FDS1.6K shares12.61%2026-06-302026-08-07

NAC NUVEEN CA DIVI ADV MUN28.8K shares-1.35%2026-06-302026-08-07

DLTR DOLLAR TREE INC2.9K shares-15.24%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS1.5K shares-12.03%2026-06-302026-08-07

R RYDER SYS INC1.3K shares-17.44%2026-06-302026-08-07

SAM BOSTON BEER INC1.9K shares-0.71%2026-06-302026-08-07

Sponsored

INGR INGREDION INC3.6K shares-2.91%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F5.7K shares12.30%2026-06-302026-08-07

WDC WESTERN DIGITAL CORP519 sharesnew addition2026-06-302026-08-07

VMI VALMONT INDS INC572 shares-35.00%2026-06-302026-08-07

GIII G III APPAREL GROUP LTD9.7K shares-5.16%2026-06-302026-08-07

SPGM SPDR INDEX SHS FDS3.7K sharesnew addition2026-06-302026-08-07

ACI ALBERTSONS COMPANIES INC23.2K shares-0.18%2026-06-302026-08-07

THC TENET HEALTHCARE CORP1.7K sharesnew addition2026-06-302026-08-07

Sponsored

DFSE DIMENSIONAL ETF TRUST6.3K shares-32.29%2026-06-302026-08-07

UGI UGI CORP NEW8.7K shares-23.65%2026-06-302026-08-07

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC1.2K shares14.22%2026-06-302026-08-07

RL RALPH LAUREN CORP717 shares-10.82%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC248 sharesnew addition2026-06-302026-08-07

FTI TECHNIPFMC PLC4.3K shares19.89%2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC1.6K shares3124.49%2026-06-302026-08-07

COKE COCA COLA CONS INC1.5K sharesnew addition2026-06-302026-08-07

Sponsored

IDCC INTERDIGITAL INC967 shares-41.54%2026-06-302026-08-07

CRUS CIRRUS LOGIC INC1.8K shares21.41%2026-06-302026-08-07

SHEL SHELL PLC3.5K shares-23.42%2026-06-302026-08-07

YELP YELP INC10.9K shares5.22%2026-06-302026-08-07

T AT&T INC12.9K shares-9.22%2026-06-302026-08-07

QCOM QUALCOMM INC1.4K sharesnew addition2026-06-302026-08-07

CRM SALESFORCE INC1.7K sharesnew addition2026-06-302026-08-07

CBL CBL & ASSOC PPTYS INC5.0K sharesnew addition2026-06-302026-08-07

Sponsored

BWA BORGWARNER INC4.0K shares-40.98%2026-06-302026-08-07

IYW ISHARES TR1.0K sharesnew addition2026-06-302026-08-07

DFAX DIMENSIONAL ETF TRUST6.9K shares0.00%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR7.0K shares-0.44%2026-06-302026-08-07

UAL UNITED AIRLS HLDGS INC1.9K sharesnew addition2026-06-302026-08-07

JBL JABIL INC649 sharesnew addition2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC440 shares-30.82%2026-06-302026-08-07

NTCT NETSCOUT SYS INC5.6K sharesnew addition2026-06-302026-08-07

Sponsored

CF CF INDUSTRIES HOLD2.3K shares-7.92%2026-06-302026-08-07

VGSH VANGUARD SCOTTSDALE FDS4.0K sharesnew addition2026-06-302026-08-07

VB VANGUARD INDEX FDS767 sharesnew addition2026-06-302026-08-07

FTDR FRONTDOOR INC3.0K sharesnew addition2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED443 sharesnew addition2026-06-302026-08-07

DFSI DIMENSIONAL ETF TRUST4.8K shares0.95%2026-06-302026-08-07

MCK MCKESSON CORP285 sharesnew addition2026-06-302026-08-07

TPR TAPESTRY INC1.5K sharesnew addition2026-06-302026-08-07

Sponsored

PEGA PEGASYSTEMS INC6.8K sharesnew addition2026-06-302026-08-07

BCRX BIOCRYST PHARMACEUTICALS INC19.0K sharesnew addition2026-06-302026-08-07

BTAL AGF INVTS TR16.9K sharesnew addition2026-06-302026-08-07

DXC DXC TECHNOLOGY CO15.0K shares12.32%2026-06-302026-08-07

TYA SIMPLIFY EXCHANGE TRADED FUN10.2K shares-13.70%2026-06-302026-08-07

FNDF

SCHWAB STRATEGIC TR

16.28%

Shares219.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

10.40%

Shares30.2K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

-9.13%

Shares297.9K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

11.75%

Shares126.1K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

-1.45%

Shares23.9K

Event2026-06-30

Filed2026-08-07

IVLU

ISHARES TR

-0.78%

Shares192.3K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-0.42%

Shares269.6K

Event2026-06-30

Filed2026-08-07

INTF

ISHARES TR

30.36%

Shares173.4K

Event2026-06-30

Filed2026-08-07

EMGF

ISHARES INC

-17.16%

Shares86.0K

Event2026-06-30

Filed2026-08-07

FNDE

SCHWAB STRATEGIC TR

-22.14%

Shares144.3K

Event2026-06-30

Filed2026-08-07

IMTM

ISHARES TR

35.24%

Shares106.3K

Event2026-06-30

Filed2026-08-07

LRGF

ISHARES TR

3.84%

Shares73.4K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

20.48%

Shares18.9K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-2.25%

Shares190.4K

Event2026-06-30

Filed2026-08-07

BOXX

EA SERIES TRUST

-7.36%

Shares43.4K

Event2026-06-30

Filed2026-08-07

RING

ISHARES INC

5.08%

Shares75.7K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

8.82%

Shares49.9K

Event2026-06-30

Filed2026-08-07

SCHP

SCHWAB STRATEGIC TR

58.75%

Shares170.7K

Event2026-06-30

Filed2026-08-07

UCIB

UBS AG LONDON BRANCH

9.95%

Shares126.8K

Event2026-06-30

Filed2026-08-07

QEFA

SPDR INDEX SHS FDS

New

Shares39.8K

Event2026-06-30

Filed2026-08-07

IDEV

ISHARES TR

55.03%

Shares38.9K

Event2026-06-30

Filed2026-08-07

BCD

ABRDN ETFS

131.02%

Shares92.2K

Event2026-06-30

Filed2026-08-07

NTSX

WISDOMTREE TR

4.30%

Shares52.5K

Event2026-06-30

Filed2026-08-07

EFAV

ISHARES TR

-7.08%

Shares31.3K

Event2026-06-30

Filed2026-08-07

JPEM

J P MORGAN EXCHANGE TRADED F

-19.34%

Shares41.4K

Event2026-06-30

Filed2026-08-07

BHK

BLACKROCK CORE BD TR

336.20%

Shares270.8K

Event2026-06-30

Filed2026-08-07

IAGG

ISHARES TR

192.61%

Shares42.5K

Event2026-06-30

Filed2026-08-07

ESGU

ISHARES TR

-3.11%

Shares13.0K

Event2026-06-30

Filed2026-08-07

CRWV

COREWEAVE INC

New

Shares21.3K

Event2026-06-30

Filed2026-08-07

LEMB

ISHARES INC

13.30%

Shares47.2K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

26.48%

Shares32.9K

Event2026-06-30

Filed2026-08-07

VGIT

VANGUARD SCOTTSDALE FDS

-31.11%

Shares33.8K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

-3.24%

Shares9.9K

Event2026-06-30

Filed2026-08-07

VLUE

ISHARES TR

-0.17%

Shares9.9K

Event2026-06-30

Filed2026-08-07

IGSB

ISHARES TR

-8.93%

Shares37.1K

Event2026-06-30

Filed2026-08-07

ICSH

ISHARES TR

-23.87%

Shares38.0K

Event2026-06-30

Filed2026-08-07

JPUS

J P MORGAN EXCHANGE TRADED F

28.35%

Shares13.5K

Event2026-06-30

Filed2026-08-07

WIA

WESTERN ASSET INFLT LNK INC

15.07%

Shares231.4K

Event2026-06-30

Filed2026-08-07

MBB

ISHARES TR

38.28%

Shares19.6K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

30.64%

Shares17.3K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

-7.32%

Shares59.6K

Event2026-06-30

Filed2026-08-07

RSSB

TIDAL TRUST II

New

Shares54.6K

Event2026-06-30

Filed2026-08-07

EMLC

VANECK ETF TRUST

-31.67%

Shares60.2K

Event2026-06-30

Filed2026-08-07

RSST

TIDAL TRUST II

-16.89%

Shares46.5K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

31.49%

Shares6.3K

Event2026-06-30

Filed2026-08-07

BOXA

EA SERIES TRUST

27.43%

Shares13.6K

Event2026-06-30

Filed2026-08-07

VFMF

VANGUARD WELLINGTON FD

25.52%

Shares8.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-1.56%

Shares3.9K

Event2026-06-30

Filed2026-08-07

EEMV

ISHARES INC

-6.42%

Shares18.5K

Event2026-06-30

Filed2026-08-07

HFGM

TIDAL TRUST I

447.24%

Shares39.9K

Event2026-06-30

Filed2026-08-07

JPIN

J P MORGAN EXCHANGE TRADED F

78.54%

Shares16.8K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

2.52%

Shares7.2K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

-10.36%

Shares36.8K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

-18.97%

Shares7.0K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

41.76%

Shares11.2K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

58.79%

Shares1.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-7.44%

Shares3.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares3.2K

Event2026-06-30

Filed2026-08-07

BPRE

BLUEROCK PVT REAL ESTATE FD

-0.38%

Shares76.9K

Event2026-06-30

Filed2026-08-07

SMLF

ISHARES TR

24.00%

Shares11.2K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-44.33%

Shares6.2K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

534.63%

Shares11.1K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

25.03%

Shares4.3K

Event2026-06-30

Filed2026-08-07

USRT

ISHARES TR

-21.11%

Shares14.0K

Event2026-06-30

Filed2026-08-07

ISCF

ISHARES TR

-2.16%

Shares20.1K

Event2026-06-30

Filed2026-08-07

VGLT

VANGUARD SCOTTSDALE FDS

-87.82%

Shares15.0K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

152.55%

Shares9.7K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

39.53%

Shares7.1K

Event2026-06-30

Filed2026-08-07

VBR

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

ISHARES TR

81.01%

Shares7.3K

Event2026-06-30

Filed2026-08-07

EXEL

EXELIXIS INC

0.05%

Shares12.8K

Event2026-06-30

Filed2026-08-07

HCA

HCA HEALTHCARE INC

4.58%

Shares1.8K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-5.00%

Shares11.8K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

New

Shares7.1K

Event2026-06-30

Filed2026-08-07

EBAY

EBAY INC.

-2.62%

Shares5.8K

Event2026-06-30

Filed2026-08-07

MGC

VANGUARD WORLD FD

3.23%

Shares2.3K

Event2026-06-30

Filed2026-08-07

TLH

ISHARES TR

24.83%

Shares6.3K

Event2026-06-30

Filed2026-08-07

BTC

GRAYSCALE BITCOIN MINI TR ET

-17.04%

Shares24.3K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

130.48%

Shares24.5K

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-07

ADOBE INC

79.77%

Shares2.9K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

60.90%

Shares10.7K

Event2026-06-30

Filed2026-08-07

FNDC

SCHWAB STRATEGIC TR

1.80%

Shares10.5K

Event2026-06-30

Filed2026-08-07

FLEX

FLEX LTD

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-3.04%

Shares4.3K

Event2026-06-30

Filed2026-08-07

FHI

FEDERATED HERMES INC

-0.40%

Shares8.7K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

750.56%

Shares1.5K

Event2026-06-30

Filed2026-08-07

GENERAL MTRS CO

11.51%

Shares5.9K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-19.97%

Shares3.6K

Event2026-06-30

Filed2026-08-07

IGLB

ISHARES TR

-20.88%

Shares9.0K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

4.74%

Shares13.3K

Event2026-06-30

Filed2026-08-07

ISRG

INTUITIVE SURGICAL INC

10.35%

Shares1.1K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

New

Shares8.0K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

MNA

NEW YORK LIFE INVESTMENTS ET

65.57%

Shares11.4K

Event2026-06-30

Filed2026-08-07

GDDY

GODADDY INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.43%

Shares804

Event2026-06-30

Filed2026-08-07

HIPS

GRANITESHARES ETF TR

-17.16%

Shares34.8K

Event2026-06-30

Filed2026-08-07

RAFE

PIMCO EQUITY SER

10.10%

Shares8.2K

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

1.46%

Shares5.8K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-25.22%

Shares4.7K

Event2026-06-30

Filed2026-08-07

CMF

ISHARES TR

-1.89%

Shares6.8K

Event2026-06-30

Filed2026-08-07

ESGE

ISHARES INC

-9.50%

Shares7.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.39%

Shares516

Event2026-06-30

Filed2026-08-07

EXPE

EXPEDIA GROUP INC

37.16%

Shares1.5K

Event2026-06-30

Filed2026-08-07

IQLT

ISHARES TR

New

Shares7.5K

Event2026-06-30

Filed2026-08-07

DBMF

LITMAN GREGORY FDS TR

-61.30%

Shares12.2K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

45.42%

Shares397

Event2026-06-30

Filed2026-08-07

KROGER CO

4.78%

Shares6.7K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.20%

Shares1.0K

Event2026-06-30

Filed2026-08-07

DBX

DROPBOX INC

4.46%

Shares13.1K

Event2026-06-30

Filed2026-08-07

JKHY

HENRY JACK & ASSOC INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-07

ELECTRONIC ARTS INC

23.38%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

12.61%

Shares1.6K

Event2026-06-30

Filed2026-08-07

NAC

NUVEEN CA DIVI ADV MUN

-1.35%

Shares28.8K

Event2026-06-30

Filed2026-08-07

DLTR

DOLLAR TREE INC

-15.24%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-12.03%

Shares1.5K

Event2026-06-30

Filed2026-08-07

RYDER SYS INC

-17.44%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SAM

BOSTON BEER INC

-0.71%

Shares1.9K

Event2026-06-30

Filed2026-08-07

INGR

INGREDION INC

-2.91%

Shares3.6K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

12.30%

Shares5.7K

Event2026-06-30

Filed2026-08-07

WDC

WESTERN DIGITAL CORP

New

Shares519

Event2026-06-30

Filed2026-08-07

VMI

VALMONT INDS INC

-35.00%

Shares572

Event2026-06-30

Filed2026-08-07

GIII

G III APPAREL GROUP LTD

-5.16%

Shares9.7K

Event2026-06-30

Filed2026-08-07

SPGM

SPDR INDEX SHS FDS

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

ACI

ALBERTSONS COMPANIES INC

-0.18%

Shares23.2K

Event2026-06-30

Filed2026-08-07

THC

TENET HEALTHCARE CORP

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

DFSE

DIMENSIONAL ETF TRUST

-32.29%

Shares6.3K

Event2026-06-30

Filed2026-08-07

UGI

UGI CORP NEW

-23.65%

Shares8.7K

Event2026-06-30

Filed2026-08-07

JAZZ PHARMACEUTICALS PLC

14.22%

Shares1.2K

Event2026-06-30

Filed2026-08-07

RALPH LAUREN CORP

-10.82%

Shares717

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

New

Shares248

Event2026-06-30

Filed2026-08-07

FTI

TECHNIPFMC PLC

19.89%

Shares4.3K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

3124.49%

Shares1.6K

Event2026-06-30

Filed2026-08-07

COKE

COCA COLA CONS INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

IDCC

INTERDIGITAL INC

-41.54%

Shares967

Event2026-06-30

Filed2026-08-07

CRUS

CIRRUS LOGIC INC

21.41%

Shares1.8K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

-23.42%

Shares3.5K

Event2026-06-30

Filed2026-08-07

YELP

YELP INC

5.22%

Shares10.9K

Event2026-06-30

Filed2026-08-07

AT&T INC

-9.22%

Shares12.9K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

CBL

CBL & ASSOC PPTYS INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

BWA

BORGWARNER INC

-40.98%

Shares4.0K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

-0.44%

Shares7.0K

Event2026-06-30

Filed2026-08-07

UAL

UNITED AIRLS HLDGS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

JBL

JABIL INC

New

Shares649

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-30.82%

Shares440

Event2026-06-30

Filed2026-08-07

NTCT

NETSCOUT SYS INC

New

Shares5.6K

Event2026-06-30

Filed2026-08-07

CF INDUSTRIES HOLD

-7.92%

Shares2.3K

Event2026-06-30

Filed2026-08-07

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares4.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares767

Event2026-06-30

Filed2026-08-07

FTDR

FRONTDOOR INC

New

Shares3.0K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

New

Shares443

Event2026-06-30

Filed2026-08-07

DFSI

DIMENSIONAL ETF TRUST

0.95%

Shares4.8K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

New

Shares285

Event2026-06-30

Filed2026-08-07

TPR

TAPESTRY INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

PEGA

PEGASYSTEMS INC

New

Shares6.8K

Event2026-06-30

Filed2026-08-07

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares19.0K

Event2026-06-30

Filed2026-08-07

BTAL

AGF INVTS TR

New

Shares16.9K

Event2026-06-30

Filed2026-08-07

DXC

DXC TECHNOLOGY CO

12.32%

Shares15.0K

Event2026-06-30

Filed2026-08-07

TYA

SIMPLIFY EXCHANGE TRADED FUN

-13.70%

Shares10.2K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available