Sponsored

The Analysis of RTD Financial Advisors, Inc.'s Holdings & P&L

Currently, RTD Financial Advisors, Inc. holds 120 types of securities in its portfolio with a total value $916.9M. In the most recent quarter, they have increased their positions in IWF (+269.7K shares, valued at $33.5M), VO (+191.7K shares, valued at $15.4M), VUG (+24.4K shares, valued at $2.1M); decreased their positions in IJR (-10.1K shares, valued at $1.5M), IJT (-6.3K shares, valued at $1.1M), IWN (-3.8K shares, valued at $835.9K); initiated new positions in N/A (+2.2K shares, valued at $733.2K), VGK (+6.7K shares, valued at $593.2K), VPL (+3.5K shares, valued at $408.5K).

1M P&L

+1.1M+0.14%

3M P&L

+29.2M+3.78%

HY P&L

-119.7M-12.99%

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/A775.9M

97.8%

2Drug Manufacturers - General4.0M

0.5%

3Internet Content & Information2.3M

0.3%

Top Industries by Stock Count

1N/A86 stocks

77.5%

2Drug Manufacturers - General5 stocks

4.5%

3Internet Content & Information2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR151.7K shares1.87%2026-06-302026-07-13

IJH ISHARES TR640.0K shares1.18%2026-06-302026-07-13

IWF ISHARES TR361.2K shares294.47%2026-06-302026-07-13

GTO INVESCO ACTIVELY MANAGED EXC866.8K shares3.31%2026-06-302026-07-13

IJR ISHARES TR271.4K shares-3.58%2026-06-302026-07-13

IWB ISHARES TR93.4K shares-1.17%2026-06-302026-07-13

IWX ISHARES TR279.9K shares3.66%2026-06-302026-07-13

IWP ISHARES TR195.4K shares0.85%2026-06-302026-07-13

Sponsored

IWS ISHARES TR143.7K shares0.41%2026-06-302026-07-13

IWY ISHARES TR80.6K shares3.61%2026-06-302026-07-13

EFG ISHARES TR182.3K shares-2.56%2026-06-302026-07-13

VO VANGUARD INDEX FDS256.7K shares294.97%2026-06-302026-07-13

IWD ISHARES TR79.3K shares-1.54%2026-06-302026-07-13

MUB ISHARES TR165.8K shares-2.13%2026-06-302026-07-13

IWM ISHARES TR57.4K shares-3.50%2026-06-302026-07-13

IVE ISHARES TR74.5K shares-0.46%2026-06-302026-07-13

Sponsored

IJT ISHARES TR88.7K shares-6.61%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F262.4K shares-0.45%2026-06-302026-07-13

TIP ISHARES TR142.4K shares1.58%2026-06-302026-07-13

IWO ISHARES TR39.5K shares-3.24%2026-06-302026-07-13

SCZ ISHARES TR169.5K shares-0.79%2026-06-302026-07-13

VOE VANGUARD INDEX FDS69.9K shares-2.63%2026-06-302026-07-13

VYMI VANGUARD WHITEHALL FDS129.9K shares-4.87%2026-06-302026-07-13

MMIN NEW YORK LIFE INVTS ACTIVE E524.9K shares4.57%2026-06-302026-07-13

Sponsored

EFV ISHARES TR158.1K shares-1.89%2026-06-302026-07-13

DFUV DIMENSIONAL ETF TRUST218.6K shares-1.27%2026-06-302026-07-13

VOT VANGUARD INDEX FDS36.5K shares-1.03%2026-06-302026-07-13

IWN ISHARES TR49.5K shares-7.10%2026-06-302026-07-13

IJS ISHARES TR77.0K shares-6.00%2026-06-302026-07-13

SCHX SCHWAB STRATEGIC TR352.6K shares-0.48%2026-06-302026-07-13

VIGI VANGUARD WHITEHALL FDS107.0K shares-0.53%2026-06-302026-07-13

VSS VANGUARD INTL EQUITY INDEX F64.3K shares-1.75%2026-06-302026-07-13

Sponsored

PXF INVESCO EXCH TRADED FD TR II127.0K shares-1.53%2026-06-302026-07-13

VTEB VANGUARD MUN BD FDS175.3K shares-1.19%2026-06-302026-07-13

VBR VANGUARD INDEX FDS36.0K shares-3.19%2026-06-302026-07-13

EEM ISHARES TR116.5K shares-1.06%2026-06-302026-07-13

BND VANGUARD BD INDEX FDS102.1K shares10.06%2026-06-302026-07-13

VB VANGUARD INDEX FDS20.5K shares-7.32%2026-06-302026-07-13

GWX SPDR INDEX SHS FDS124.9K shares-0.59%2026-06-302026-07-13

DFAT DIMENSIONAL ETF TRUST75.6K shares-0.41%2026-06-302026-07-13

Sponsored

SCHG SCHWAB STRATEGIC TR151.8K shares-0.78%2026-06-302026-07-13

MDYV SPDR SERIES TRUST52.6K shares0.00%2026-06-302026-07-13

VBK VANGUARD INDEX FDS13.6K shares-1.76%2026-06-302026-07-13

IVW ISHARES TR33.7K shares-0.70%2026-06-302026-07-13

DFIV DIMENSIONAL ETF TRUST71.9K shares54.39%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS52.0K shares1.45%2026-06-302026-07-13

SCHB SCHWAB STRATEGIC TR118.9K shares0.01%2026-06-302026-07-13

EAGG ISHARES TR68.2K shares1.24%2026-06-302026-07-13

Sponsored

ESGD ISHARES TR28.0K shares0.44%2026-06-302026-07-13

DFEM DIMENSIONAL ETF TRUST70.1K shares33.22%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.8K shares3.16%2026-06-302026-07-13

HMOP HARTFORD FDS EXCHANGE TRADED71.2K shares35.71%2026-06-302026-07-13

AOA ISHARES TR27.5K shares1.40%2026-06-302026-07-13

SPEM SPDR INDEX SHS FDS50.7K shares-0.29%2026-06-302026-07-13

VTV VANGUARD INDEX FDS12.0K shares-3.35%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS6.9K shares11.23%2026-06-302026-07-13

Sponsored

VUG VANGUARD INDEX FDS28.7K shares564.20%2026-06-302026-07-13

DFSV DIMENSIONAL ETF TRUST63.1K shares35.43%2026-06-302026-07-13

AAPL APPLE INC7.3K shares-5.89%2026-06-302026-07-13

VV VANGUARD INDEX FDS6.0K shares-5.31%2026-06-302026-07-13

DISV DIMENSIONAL ETF TRUST47.1K shares70.64%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS6.6K shares590.22%2026-06-302026-07-13

AOR ISHARES TR26.3K shares1.13%2026-06-302026-07-13

GOOG ALPHABET INC5.1K shares23.95%2026-06-302026-07-13

Sponsored

ESGU ISHARES TR10.6K shares0.54%2026-06-302026-07-13

XJH ISHARES TR32.1K shares0.04%2026-06-302026-07-13

PFE PFIZER INC58.5K shares9.08%2026-06-302026-07-13

ESGE ISHARES INC24.6K shares-1.22%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP9.3K shares10.54%2026-06-302026-07-13

VIG VANGUARD SPECIALIZED FUNDS5.1K shares14.02%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS12.3K shares-4.29%2026-06-302026-07-13

TREX TREX INC20.6K shares0.00%2026-06-302026-07-13

Sponsored

NUSC NUSHARES ETF TR18.8K shares-1.19%2026-06-302026-07-13

NUSHARES ETF TR NUSHARES ETF TR21.8K shares-0.22%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO15.9K shares-14.10%2026-06-302026-07-13

NEXTERA ENERGY INC NEXTERA ENERGY INC9.6K shares-1.08%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F9.7K shares-2.15%2026-06-302026-07-13

ONTO ONTO INNOVATION INC2.0K shares0.00%2026-06-302026-07-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-13

MDY STATE STR SPDR S&P MIDCAP 401.1K shares0.00%2026-06-302026-07-13

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K sharesnew addition2026-06-302026-07-13

NULG NUSHARES ETF TR6.2K shares1.86%2026-06-302026-07-13

ACWI ISHARES TR4.5K shares0.00%2026-06-302026-07-13

NUMG NUSHARES ETF TR14.6K shares-0.01%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON2.6K shares-2.10%2026-06-302026-07-13

PEG PUBLIC SVC ENTERPRISE GROUP7.5K shares-19.12%2026-06-302026-07-13

VGK VANGUARD INTL EQUITY INDEX F6.7K sharesnew addition2026-06-302026-07-13

XLV SELECT SECTOR SPDR TR3.7K shares0.00%2026-06-302026-07-13

Sponsored

XLK SELECT SECTOR SPDR TR3.0K shares0.00%2026-06-302026-07-13

LLY ELI LILLY & CO461 shares9.76%2026-06-302026-07-13

WST WEST PHARMACEUTICAL SVSC INC1.5K shares0.00%2026-06-302026-07-13

MSFT MICROSOFT CORP1.5K shares14.29%2026-06-302026-07-13

MRK MERCK & CO INC4.0K shares10.64%2026-06-302026-07-13

GOOGL ALPHABET INC1.4K shares88.59%2026-06-302026-07-13

NULV NUSHARES ETF TR9.9K shares0.53%2026-06-302026-07-13

NVDA NVIDIA CORPORATION2.4K shares76.94%2026-06-302026-07-13

Sponsored

CVX CHEVRON CORPORATION2.8K shares0.00%2026-06-302026-07-13

RPG INVESCO EXCHANGE TRADED FD T7.3K shares0.00%2026-06-302026-07-13

ALB ALBEMARLE CORP3.5K shares0.91%2026-06-302026-07-13

EFA ISHARES TR4.4K shares18.46%2026-06-302026-07-13

ISHARES TR ISHARES TR4.4K shares-0.27%2026-06-302026-07-13

AOM ISHARES TR8.4K shares2.83%2026-06-302026-07-13

VPL VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2026-06-302026-07-13

DGRW WISDOMTREE TR4.3K shares-7.91%2026-06-302026-07-13

Sponsored

ESGV VANGUARD WORLD FD3.0K shares0.00%2026-06-302026-07-13

QQQ INVESCO QQQ TR476 sharesnew addition2026-06-302026-07-13

BA BOEING CO1.6K shares11.72%2026-06-302026-07-13

SYK STRYKER CORPORATION1.1K shares0.00%2026-06-302026-07-13

UNP UNION PAC CORP1.2K shares-3.34%2026-06-302026-07-13

SCHE SCHWAB STRATEGIC TR9.2K sharesnew addition2026-06-302026-07-13

MDYG SPDR SERIES TRUST2.9K shares-7.21%2026-06-302026-07-13

BAC BANK OF AMER CORP5.6K shares25.89%2026-06-302026-07-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.9K shares-5.00%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC685 sharesnew addition2026-06-302026-07-13

MCD MCDONALDS CORP1.0K shares-3.34%2026-06-302026-07-13

WTRG ESSENTIAL UTILS INC7.1K shares0.00%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO2.8K shares0.00%2026-06-302026-07-13

ESML ISHARES TR4.2K sharesnew addition2026-06-302026-07-13

EZM WISDOMTREE TR2.8K shares-40.67%2026-06-302026-07-13

OMER OMEROS CORP11.7K sharesnew addition2026-06-302026-07-13

Sponsored

ISHARES TR

1.87%

Shares151.7K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

1.18%

Shares640.0K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

294.47%

Shares361.2K

Event2026-06-30

Filed2026-07-13

GTO

INVESCO ACTIVELY MANAGED EXC

3.31%

Shares866.8K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-3.58%

Shares271.4K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

-1.17%

Shares93.4K

Event2026-06-30

Filed2026-07-13

IWX

ISHARES TR

3.66%

Shares279.9K

Event2026-06-30

Filed2026-07-13

IWP

ISHARES TR

0.85%

Shares195.4K

Event2026-06-30

Filed2026-07-13

IWS

ISHARES TR

0.41%

Shares143.7K

Event2026-06-30

Filed2026-07-13

IWY

ISHARES TR

3.61%

Shares80.6K

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

-2.56%

Shares182.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

294.97%

Shares256.7K

Event2026-06-30

Filed2026-07-13

IWD

ISHARES TR

-1.54%

Shares79.3K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

-2.13%

Shares165.8K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-3.50%

Shares57.4K

Event2026-06-30

Filed2026-07-13

IVE

ISHARES TR

-0.46%

Shares74.5K

Event2026-06-30

Filed2026-07-13

IJT

ISHARES TR

-6.61%

Shares88.7K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares262.4K

Event2026-06-30

Filed2026-07-13

TIP

ISHARES TR

1.58%

Shares142.4K

Event2026-06-30

Filed2026-07-13

IWO

ISHARES TR

-3.24%

Shares39.5K

Event2026-06-30

Filed2026-07-13

SCZ

ISHARES TR

-0.79%

Shares169.5K

Event2026-06-30

Filed2026-07-13

VOE

VANGUARD INDEX FDS

-2.63%

Shares69.9K

Event2026-06-30

Filed2026-07-13

VYMI

VANGUARD WHITEHALL FDS

-4.87%

Shares129.9K

Event2026-06-30

Filed2026-07-13

MMIN

NEW YORK LIFE INVTS ACTIVE E

4.57%

Shares524.9K

Event2026-06-30

Filed2026-07-13

EFV

ISHARES TR

-1.89%

Shares158.1K

Event2026-06-30

Filed2026-07-13

DFUV

DIMENSIONAL ETF TRUST

-1.27%

Shares218.6K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

-1.03%

Shares36.5K

Event2026-06-30

Filed2026-07-13

IWN

ISHARES TR

-7.10%

Shares49.5K

Event2026-06-30

Filed2026-07-13

IJS

ISHARES TR

-6.00%

Shares77.0K

Event2026-06-30

Filed2026-07-13

SCHX

SCHWAB STRATEGIC TR

-0.48%

Shares352.6K

Event2026-06-30

Filed2026-07-13

VIGI

VANGUARD WHITEHALL FDS

-0.53%

Shares107.0K

Event2026-06-30

Filed2026-07-13

VSS

VANGUARD INTL EQUITY INDEX F

-1.75%

Shares64.3K

Event2026-06-30

Filed2026-07-13

PXF

INVESCO EXCH TRADED FD TR II

-1.53%

Shares127.0K

Event2026-06-30

Filed2026-07-13

VTEB

VANGUARD MUN BD FDS

-1.19%

Shares175.3K

Event2026-06-30

Filed2026-07-13

VBR

VANGUARD INDEX FDS

-3.19%

Shares36.0K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

-1.06%

Shares116.5K

Event2026-06-30

Filed2026-07-13

BND

VANGUARD BD INDEX FDS

10.06%

Shares102.1K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-7.32%

Shares20.5K

Event2026-06-30

Filed2026-07-13

GWX

SPDR INDEX SHS FDS

-0.59%

Shares124.9K

Event2026-06-30

Filed2026-07-13

DFAT

DIMENSIONAL ETF TRUST

-0.41%

Shares75.6K

Event2026-06-30

Filed2026-07-13

SCHG

SCHWAB STRATEGIC TR

-0.78%

Shares151.8K

Event2026-06-30

Filed2026-07-13

MDYV

SPDR SERIES TRUST

0.00%

Shares52.6K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

-1.76%

Shares13.6K

Event2026-06-30

Filed2026-07-13

IVW

ISHARES TR

-0.70%

Shares33.7K

Event2026-06-30

Filed2026-07-13

DFIV

DIMENSIONAL ETF TRUST

54.39%

Shares71.9K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

1.45%

Shares52.0K

Event2026-06-30

Filed2026-07-13

SCHB

SCHWAB STRATEGIC TR

0.01%

Shares118.9K

Event2026-06-30

Filed2026-07-13

EAGG

ISHARES TR

1.24%

Shares68.2K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

0.44%

Shares28.0K

Event2026-06-30

Filed2026-07-13

DFEM

DIMENSIONAL ETF TRUST

33.22%

Shares70.1K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

3.16%

Shares3.8K

Event2026-06-30

Filed2026-07-13

HMOP

HARTFORD FDS EXCHANGE TRADED

35.71%

Shares71.2K

Event2026-06-30

Filed2026-07-13

AOA

ISHARES TR

1.40%

Shares27.5K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

-0.29%

Shares50.7K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

-3.35%

Shares12.0K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

11.23%

Shares6.9K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

564.20%

Shares28.7K

Event2026-06-30

Filed2026-07-13

DFSV

DIMENSIONAL ETF TRUST

35.43%

Shares63.1K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-5.89%

Shares7.3K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-5.31%

Shares6.0K

Event2026-06-30

Filed2026-07-13

DISV

DIMENSIONAL ETF TRUST

70.64%

Shares47.1K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

590.22%

Shares6.6K

Event2026-06-30

Filed2026-07-13

AOR

ISHARES TR

1.13%

Shares26.3K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

23.95%

Shares5.1K

Event2026-06-30

Filed2026-07-13

ESGU

ISHARES TR

0.54%

Shares10.6K

Event2026-06-30

Filed2026-07-13

XJH

ISHARES TR

0.04%

Shares32.1K

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC

9.08%

Shares58.5K

Event2026-06-30

Filed2026-07-13

ESGE

ISHARES INC

-1.22%

Shares24.6K

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

10.54%

Shares9.3K

Event2026-06-30

Filed2026-07-13

VIG

VANGUARD SPECIALIZED FUNDS

14.02%

Shares5.1K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

-4.29%

Shares12.3K

Event2026-06-30

Filed2026-07-13

TREX

TREX INC

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-13

NUSC

NUSHARES ETF TR

-1.19%

Shares18.8K

Event2026-06-30

Filed2026-07-13

NUSHARES ETF TR

-0.22%

Shares21.8K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO

-14.10%

Shares15.9K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC

-1.08%

Shares9.6K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

-2.15%

Shares9.7K

Event2026-06-30

Filed2026-07-13

ONTO

ONTO INNOVATION INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

NULG

NUSHARES ETF TR

1.86%

Shares6.2K

Event2026-06-30

Filed2026-07-13

ACWI

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-13

NUMG

NUSHARES ETF TR

-0.01%

Shares14.6K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

-2.10%

Shares2.6K

Event2026-06-30

Filed2026-07-13

PEG

PUBLIC SVC ENTERPRISE GROUP

-19.12%

Shares7.5K

Event2026-06-30

Filed2026-07-13

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares6.7K

Event2026-06-30

Filed2026-07-13

XLV

SELECT SECTOR SPDR TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

9.76%

Shares461

Event2026-06-30

Filed2026-07-13

WST

WEST PHARMACEUTICAL SVSC INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

14.29%

Shares1.5K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

10.64%

Shares4.0K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

88.59%

Shares1.4K

Event2026-06-30

Filed2026-07-13

NULV

NUSHARES ETF TR

0.53%

Shares9.9K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

76.94%

Shares2.4K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-13

ALB

ALBEMARLE CORP

0.91%

Shares3.5K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

18.46%

Shares4.4K

Event2026-06-30

Filed2026-07-13

ISHARES TR

-0.27%

Shares4.4K

Event2026-06-30

Filed2026-07-13

AOM

ISHARES TR

2.83%

Shares8.4K

Event2026-06-30

Filed2026-07-13

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares3.5K

Event2026-06-30

Filed2026-07-13

DGRW

WISDOMTREE TR

-7.91%

Shares4.3K

Event2026-06-30

Filed2026-07-13

ESGV

VANGUARD WORLD FD

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

New

Shares476

Event2026-06-30

Filed2026-07-13

BOEING CO

11.72%

Shares1.6K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP

-3.34%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SCHE

SCHWAB STRATEGIC TR

New

Shares9.2K

Event2026-06-30

Filed2026-07-13

MDYG

SPDR SERIES TRUST

-7.21%

Shares2.9K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

25.89%

Shares5.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INTL EQUITY INDEX F

-5.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

New

Shares685

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP

-3.34%

Shares1.0K

Event2026-06-30

Filed2026-07-13

WTRG

ESSENTIAL UTILS INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

ESML

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-13

EZM

WISDOMTREE TR

-40.67%

Shares2.8K

Event2026-06-30

Filed2026-07-13

OMER

OMEROS CORP

New

Shares11.7K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available