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The Analysis of SAX WEALTH ADVISORS, LLC's Holdings & P&L

Currently, SAX WEALTH ADVISORS, LLC holds 537 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in DFUS (+383.9K shares, valued at $27.2M), BND (+353.7K shares, valued at $26.0M), N/A (+74.2K shares, valued at $23.8M); decreased their positions in TFLO (-41.0K shares, valued at $2.1M), DFCF (-42.3K shares, valued at $1.8M), DUHP (-45.4K shares, valued at $1.7M); initiated new positions in VTC (+140.8K shares, valued at $10.8M), VGIT (+169.9K shares, valued at $10.1M), IAGG (+173.6K shares, valued at $8.7M).

1M P&L

-5.0M-0.20%

3M P&L

+63.7M+2.64%

HY P&L

+113.6M+4.81%

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/A2.1B

89.7%

2Consumer Electronics31.6M

1.4%

3Semiconductors29.2M

1.3%

Top Industries by Stock Count

1N/A320 stocks

64.9%

2Semiconductors10 stocks

2.0%

3Drug Manufacturers - General9 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST4.3M shares9.93%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR4.5M shares12.32%2026-06-302026-07-09

QQQM INVESCO EXCH TRADED FD TR II481.4K shares9.08%2026-06-302026-07-09

QUAL ISHARES TR466.0K shares1.15%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST2.1M shares5.22%2026-06-302026-07-09

IJH ISHARES TR782.2K shares28.76%2026-06-302026-07-09

DFIV DIMENSIONAL ETF TRUST943.7K shares5.30%2026-06-302026-07-09

DFAT DIMENSIONAL ETF TRUST775.4K shares2.37%2026-06-302026-07-09

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DFAI DIMENSIONAL ETF TRUST1.2M shares28.43%2026-06-302026-07-09

DFAS DIMENSIONAL ETF TRUST603.3K shares10.14%2026-06-302026-07-09

SPHQ INVESCO EXCHANGE TRADED FD T542.1K shares21.28%2026-06-302026-07-09

DFUV DIMENSIONAL ETF TRUST814.0K shares0.25%2026-06-302026-07-09

PVAL PUTNAM ETF TRUST841.8K shares23.32%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS109.5K shares210.30%2026-06-302026-07-09

AAPL APPLE INC124.7K shares15.26%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS403.5K shares710.45%2026-06-302026-07-09

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F351.7K shares8.74%2026-06-302026-07-09

DUHP DIMENSIONAL ETF TRUST661.5K shares-6.42%2026-06-302026-07-09

DFAU DIMENSIONAL ETF TRUST530.8K shares25.93%2026-06-302026-07-09

ISHARES TR ISHARES TR36.0K shares21.56%2026-06-302026-07-09

CLOI VANECK ETF TRUST400.7K shares11.28%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T31.5K shares7.96%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS316.0K shares148.27%2026-06-302026-07-09

ITOT ISHARES TR136.1K shares-0.42%2026-06-302026-07-09

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XMHQ INVESCO EXCHANGE TRADED FD T186.6K shares-1.90%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS240.6K shares768.79%2026-06-302026-07-09

NVDA NVIDIA CORPORATION106.9K shares11.45%2026-06-302026-07-09

VTV VANGUARD INDEX FDS84.5K shares75.35%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS72.7K shares60.49%2026-06-302026-07-09

MSFT MICROSOFT CORP42.1K shares15.50%2026-06-302026-07-09

VOO VANGUARD INDEX FDS23.5K shares96.31%2026-06-302026-07-09

EFV ISHARES TR179.2K shares-0.93%2026-06-302026-07-09

Sponsored

AVUS AMERICAN CENTY ETF TR117.1K shares-3.76%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS256.5K shares1977.87%2026-06-302026-07-09

DFSD DIMENSIONAL ETF TRUST244.8K shares-10.77%2026-06-302026-07-09

IJR ISHARES TR94.0K shares22.70%2026-06-302026-07-09

FLOT ISHARES TR222.4K shares-9.20%2026-06-302026-07-09

DFLV DIMENSIONAL ETF TRUST311.1K shares7.97%2026-06-302026-07-09

FNDE SCHWAB STRATEGIC TR288.9K shares6.76%2026-06-302026-07-09

VTC VANGUARD SCOTTSDALE FDS140.8K sharesnew addition2026-06-302026-07-09

Sponsored

DIHP DIMENSIONAL ETF TRUST335.6K shares-3.22%2026-06-302026-07-09

VUG VANGUARD INDEX FDS24.3K shares112.05%2026-06-302026-07-09

GOOGL ALPHABET INC36.8K shares13.69%2026-06-302026-07-09

QQQ INVESCO QQQ TR17.9K shares11.94%2026-06-302026-07-09

DJP BARCLAYS BANK PLC214.6K shares-6.69%2026-06-302026-07-09

DFAE DIMENSIONAL ETF TRUST302.4K shares28.81%2026-06-302026-07-09

VGIT VANGUARD SCOTTSDALE FDS169.9K sharesnew addition2026-06-302026-07-09

DFAX DIMENSIONAL ETF TRUST290.5K shares14.91%2026-06-302026-07-09

Sponsored

FBCG FIDELITY COVINGTON TRUST193.4K shares3.06%2026-06-302026-07-09

AMZN AMAZON COM INC43.3K shares15.92%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON36.6K shares12.03%2026-06-302026-07-09

IBDR ISHARES TR367.7K shares1.77%2026-06-302026-07-09

GOOG ALPHABET INC30.5K shares13.28%2026-06-302026-07-09

IAGG ISHARES TR173.6K sharesnew addition2026-06-302026-07-09

BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2026-06-302026-07-09

IWF ISHARES TR19.6K shares6.78%2026-06-302026-07-09

Sponsored

EFA ISHARES TR85.7K shares14.77%2026-06-302026-07-09

IJS ISHARES TR65.1K shares6.90%2026-06-302026-07-09

SCHF SCHWAB STRATEGIC TR311.1K shares2109.19%2026-06-302026-07-09

STIP ISHARES TR74.3K sharesnew addition2026-06-302026-07-09

FVAL FIDELITY COVINGTON TRUST110.6K shares-2.83%2026-06-302026-07-09

EBND SPDR SERIES TRUST370.6K shares6.59%2026-06-302026-07-09

MBB ISHARES TR79.7K shares18.06%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F138.3K shares455.96%2026-06-302026-07-09

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO25.2K shares13.40%2026-06-302026-07-09

IVE ISHARES TR34.9K shares-0.52%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR287.3K sharesnew addition2026-06-302026-07-09

LQD ISHARES TR64.7K shares24.77%2026-06-302026-07-09

ISHARES TR ISHARES TR66.6K shares31.21%2026-06-302026-07-09

DFCF DIMENSIONAL ETF TRUST152.2K shares-21.75%2026-06-302026-07-09

AVDE AMERICAN CENTY ETF TR75.7K shares-2.45%2026-06-302026-07-09

DFEV DIMENSIONAL ETF TRUST176.7K shares44.72%2026-06-302026-07-09

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IBDS ISHARES TR260.1K shares0.80%2026-06-302026-07-09

IUSB ISHARES TR134.7K shares-7.87%2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR76.8K shares368.58%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP36.5K shares20.33%2026-06-302026-07-09

AVMU AMERICAN CENTY ETF TR134.9K shares20.56%2026-06-302026-07-09

MTUM ISHARES TR25.0K shares-0.18%2026-06-302026-07-09

FFSM FIDELITY COVINGTON TRUST183.0K shares-5.13%2026-06-302026-07-09

DISV DIMENSIONAL ETF TRUST147.8K shares1.36%2026-06-302026-07-09

Sponsored

SCHV SCHWAB STRATEGIC TR175.6K shares170.65%2026-06-302026-07-09

MCD MCDONALDS CORP16.8K shares5.47%2026-06-302026-07-09

FENI FIDELITY COVINGTON TRUST138.9K shares-14.25%2026-06-302026-07-09

IWV ISHARES TR13.6K shares34.31%2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR102.9K shares0.15%2026-06-302026-07-09

AVUV AMERICAN CENTY ETF TR43.7K shares-17.20%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC8.3K shares12.07%2026-06-302026-07-09

HYDB ISHARES TR100.8K shares-0.35%2026-06-302026-07-09

Sponsored

DFIC DIMENSIONAL ETF TRUST129.4K shares107.59%2026-06-302026-07-09

VV VANGUARD INDEX FDS15.3K shares2.30%2026-06-302026-07-09

FLRN SPDR SERIES TRUST143.0K shares2.00%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL8.9K shares-1.12%2026-06-302026-07-09

MUB ISHARES TR39.9K shares11.54%2026-06-302026-07-09

VXUS VANGUARD STAR FDS54.3K shares311.58%2026-06-302026-07-09

ISHARES TR ISHARES TR45.9K shares71.38%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T21.4K shares-8.68%2026-06-302026-07-09

Sponsored

ADI ANALOG DEVICES INC12.8K shares2.07%2026-06-302026-07-09

VLUE ISHARES TR28.4K shares-2.38%2026-06-302026-07-09

FELC FIDELITY COVINGTON TRUST108.7K shares2.61%2026-06-302026-07-09

IBDT ISHARES TR154.7K shares3.11%2026-06-302026-07-09

TFLO ISHARES TR75.8K shares-35.10%2026-06-302026-07-09

BROADCOM INC BROADCOM INC12.4K shares32.67%2026-06-302026-07-09

PHYL PGIM ETF TR110.3K shares6.09%2026-06-302026-07-09

DFGP DIMENSIONAL ETF TRUST70.5K shares28.17%2026-06-302026-07-09

Sponsored

SCHG SCHWAB STRATEGIC TR130.0K shares404.62%2026-06-302026-07-09

JEPI J P MORGAN EXCHANGE TRADED F65.5K shares-0.51%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC10.8K shares2.15%2026-06-302026-07-09

VB VANGUARD INDEX FDS13.9K shares16.88%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST61.9K shares10.13%2026-06-302026-07-09

MRK MERCK & CO INC29.8K shares7.34%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR26.1K shares2.02%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR133.3K shares83.11%2026-06-302026-07-09

Sponsored

VBR VANGUARD INDEX FDS15.3K shares725.05%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.34.5K shares18.47%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR19.2K sharesnew addition2026-06-302026-07-09

CAT CATERPILLAR INC4.4K shares33.54%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.1K shares80.08%2026-06-302026-07-09

FTEC FIDELITY COVINGTON TRUST14.5K shares29.66%2026-06-302026-07-09

GE GE AEROSPACE10.6K shares27.96%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC3.5K shares148.70%2026-06-302026-07-09

Sponsored

CVX CHEVRON CORPORATION14.2K shares17.95%2026-06-302026-07-09

FNDX SCHWAB STRATEGIC TR104.7K shares0.49%2026-06-302026-07-09

USMV ISHARES TR30.4K shares9.73%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS55.8K shares231.01%2026-06-302026-07-09

DFEM DIMENSIONAL ETF TRUST78.6K sharesnew addition2026-06-302026-07-09

SCZ ISHARES TR34.4K shares115.02%2026-06-302026-07-09

HD HOME DEPOT INC8.1K shares-7.84%2026-06-302026-07-09

SUSA ISHARES TR20.2K shares0.28%2026-06-302026-07-09

Sponsored

DVY ISHARES TR17.4K shares-0.90%2026-06-302026-07-09

WMT WALMART INC20.3K shares38.86%2026-06-302026-07-09

ABBVIE INC ABBVIE INC11.6K shares24.84%2026-06-302026-07-09

TSLA TESLA INC6.8K shares33.90%2026-06-302026-07-09

NEXTERA ENERGY INC NEXTERA ENERGY INC26.4K shares24.94%2026-06-302026-07-09

NDAQ NASDAQ INC28.4K shares-0.22%2026-06-302026-07-09

MGV VANGUARD WORLD FD16.6K shares-0.01%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.8K shares15.77%2026-06-302026-07-09

Sponsored

IXUS ISHARES TR27.4K shares204.84%2026-06-302026-07-09

IWD ISHARES TR10.7K shares11.74%2026-06-302026-07-09

VO VANGUARD INDEX FDS7.9K shares25.49%2026-06-302026-07-09

DCOR DIMENSIONAL ETF TRUST30.6K shares-10.28%2026-06-302026-07-09

IEMG ISHARES INC31.5K shares406.78%2026-06-302026-07-09

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION16.5K shares3.34%2026-06-302026-07-09

DFNM DIMENSIONAL ETF TRUST45.1K shares9.43%2026-06-302026-07-09

TFI SPDR SERIES TRUST47.6K shares53.65%2026-06-302026-07-09

Sponsored

IWN ISHARES TR11.4K shares287.82%2026-06-302026-07-09

OEF ISHARES TR6.7K shares-5.68%2026-06-302026-07-09

IBDU ISHARES TR90.8K shares1.68%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS8.6K shares24.85%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS23.3K shares25.77%2026-06-302026-07-09

GLD SPDR GOLD TR4.7K shares30.10%2026-06-302026-07-09

DFAR DIMENSIONAL ETF TRUST82.6K shares230.16%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC11.8K shares21.69%2026-06-302026-07-09

Sponsored

SPAB SPDR SERIES TRUST74.7K shares130.29%2026-06-302026-07-09

VBK VANGUARD INDEX FDS6.3K shares11.94%2026-06-302026-07-09

VISA INC VISA INC6.3K shares8.79%2026-06-302026-07-09

IQLT ISHARES TR40.6K shares1.98%2026-06-302026-07-09

IAU ISHARES GOLD TR21.2K shares-5.52%2026-06-302026-07-09

VEU VANGUARD INTL EQUITY INDEX F24.4K shares53.84%2026-06-302026-07-09

CL COLGATE PALMOLIVE CO21.5K shares7.32%2026-06-302026-07-09

PEP PEPSICO INC11.6K shares-2.78%2026-06-302026-07-09

Sponsored

IVW ISHARES TR15.8K shares34.41%2026-06-302026-07-09

GLW CORNING INC13.1K shares1.51%2026-06-302026-07-09

PH PARKER-HANNIFIN CORP2.0K shares11.43%2026-06-302026-07-09

SUSL ISHARES TR15.5K shares0.05%2026-06-302026-07-09

ORACLE CORP ORACLE CORP11.9K shares113.22%2026-06-302026-07-09

PG PROCTER & GAMBLE CO12.1K shares67.21%2026-06-302026-07-09

SUB ISHARES TR16.3K shares53.85%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR27.6K shares-3.33%2026-06-302026-07-09

Sponsored

PFF ISHARES TR55.4K shares72.11%2026-06-302026-07-09

XLF SELECT SECTOR SPDR TR33.4K shares67.51%2026-06-302026-07-09

VRT VERTIV HOLDINGS CO6.5K shares-2.64%2026-06-302026-07-09

GSLC GOLDMAN SACHS ETF TR13.0K shares-0.71%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC16.1K shares1.06%2026-06-302026-07-09

VPU VANGUARD WORLD FD8.0K shares29.28%2026-06-302026-07-09

DSI ISHARES TR13.0K shares-5.24%2026-06-302026-07-09

SPYG SPDR SERIES TRUST15.9K shares620.69%2026-06-302026-07-09

Sponsored

VZ VERIZON COMMUNICATIONS INC31.0K shares71.44%2026-06-302026-07-09

ISRG INTUITIVE SURGICAL INC3.3K shares31.33%2026-06-302026-07-09

VMBS VANGUARD SCOTTSDALE FDS31.9K shares0.94%2026-06-302026-07-09

IGIB ISHARES TR28.2K shares31.19%2026-06-302026-07-09

VT VANGUARD INTL EQUITY INDEX F10.6K shares-1.11%2026-06-302026-07-09

WELL WELLTOWER INC7.4K shares-1.88%2026-06-302026-07-09

T AT&T INC50.3K shares14.65%2026-06-302026-07-09

JMBS JANUS DETROIT STR TR31.3K shares30.88%2026-06-302026-07-09

Sponsored

LLY ELI LILLY & CO1.5K shares98.06%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION7.2K shares-0.50%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC8.5K shares14.00%2026-06-302026-07-09

IYW ISHARES TR7.5K shares0.95%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.2K shares55.30%2026-06-302026-07-09

USFR WISDOMTREE TR26.6K shares4.96%2026-06-302026-07-09

EFAV ISHARES TR14.5K sharesnew addition2026-06-302026-07-09

CACI CACI INTL INC2.4K shares0.08%2026-06-302026-07-09

Sponsored

IDEXX LABS INC IDEXX LABS INC2.4K shares97.65%2026-06-302026-07-09

PFXF VANECK ETF TRUST74.5K shares-1.51%2026-06-302026-07-09

EFG ISHARES TR11.4K shares-2.92%2026-06-302026-07-09

VGT VANGUARD WORLD FD1.8K shares-0.49%2026-06-302026-07-09

ALPS ETF TR ALPS ETF TR24.1K shares19.13%2026-06-302026-07-09

SYK STRYKER CORPORATION3.8K shares46.51%2026-06-302026-07-09

IGSB ISHARES TR23.6K shares-53.47%2026-06-302026-07-09

BINC BLACKROCK ETF TRUST II23.8K shares62.24%2026-06-302026-07-09

Sponsored

CISCO SYS INC CISCO SYS INC15.9K shares17.89%2026-06-302026-07-09

ADP AUTOMATIC DATA PROCESSING IN6.1K shares368.89%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR39.4K shares145.97%2026-06-302026-07-09

IVOO VANGUARD ADMIRAL FDS INC10.4K shares0.00%2026-06-302026-07-09

IBDV ISHARES TR54.1K shares2.22%2026-06-302026-07-09

IWP ISHARES TR9.2K shares-4.85%2026-06-302026-07-09

NOBL PROSHARES TR11.1K shares207.62%2026-06-302026-07-09

SPSM SPDR SERIES TRUST24.2K sharesnew addition2026-06-302026-07-09

Sponsored

VCLT VANGUARD SCOTTSDALE FDS15.6K shares30.67%2026-06-302026-07-09

BX BLACKSTONE INC10.0K shares9.71%2026-06-302026-07-09

EMNT PIMCO ETF TR11.7K shares1.59%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC5.6K shares26.41%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS19.3K sharesnew addition2026-06-302026-07-09

EMXC ISHARES INC14.2K shares79.05%2026-06-302026-07-09

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.8K shares-1.27%2026-06-302026-07-09

SPSB SPDR SERIES TRUST36.4K shares-0.94%2026-06-302026-07-09

Sponsored

GEV GE VERNOVA INC1.3K shares61.00%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC2.2K shares32.77%2026-06-302026-07-09

SCHE SCHWAB STRATEGIC TR32.7K shares167.16%2026-06-302026-07-09

CAH CARDINAL HEALTH INC5.1K shares8.51%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST14.0K shares-1.52%2026-06-302026-07-09

DEXCOM INC DEXCOM INC17.0K shares46.09%2026-06-302026-07-09

HLT HILTON WORLDWIDE HLDGS INC3.5K shares50.48%2026-06-302026-07-09

SHOP SHOPIFY INC8.8K shares28.19%2026-06-302026-07-09

Sponsored

SPYD SPDR SERIES TRUST22.6K shares-2.73%2026-06-302026-07-09

AXP AMERICAN EXPRESS CO3.4K shares48.54%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS6.8K shares5.36%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares24.31%2026-06-302026-07-09

IWM ISHARES TR4.0K shares79.29%2026-06-302026-07-09

LRCX LAM RESEARCH CORP4.6K shares5.24%2026-06-302026-07-09

ED CONSOLIDATED EDISON INC8.7K shares98.84%2026-06-302026-07-09

EMLC VANECK ETF TRUST39.2K shares6.30%2026-06-302026-07-09

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BAC BANK AMERICA CORP20.2K shares-2.04%2026-06-302026-07-09

VOOG VANGUARD ADMIRAL FDS INC2.4K shares6.87%2026-06-302026-07-09

EEMS ISHARES INC14.0K shares-21.20%2026-06-302026-07-09

BIZD VANECK ETF TRUST75.0K shares-33.78%2026-06-302026-07-09

PZT INVESCO EXCH TRADED FD TR II43.2K shares3.73%2026-06-302026-07-09

SPLV INVESCO EXCH TRADED FD TR II13.0K sharesnew addition2026-06-302026-07-09

BSCS INVESCO EXCH TRD SLF IDX FD46.4K shares23.27%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS12.0K shares14.37%2026-06-302026-07-09

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INTC INTEL CORP21.3K shares40.96%2026-06-302026-07-09

BOE BLACKROCK ENHANCED GLOBAL85.3K shares0.00%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS11.1K shares295.21%2026-06-302026-07-09

MS MORGAN STANLEY5.5K shares7.27%2026-06-302026-07-09

ETN EATON CORP PLC2.5K shares14.08%2026-06-302026-07-09

ESGD ISHARES TR9.4K shares-1.81%2026-06-302026-07-09

CME CME GROUP INC3.0K shares23.95%2026-06-302026-07-09

BSCT INVESCO EXCH TRD SLF IDX FD48.1K shares19.85%2026-06-302026-07-09

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ESML ISHARES TR18.9K shares21.57%2026-06-302026-07-09

BSCR INVESCO EXCH TRD SLF IDX FD44.1K shares8.68%2026-06-302026-07-09

LIN LINDE PLC1.7K shares26.28%2026-06-302026-07-09

NYF ISHARES TR16.1K sharesnew addition2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP9.0K shares3.26%2026-06-302026-07-09

IWB ISHARES TR2.4K shares28.70%2026-06-302026-07-09

SOXX ISHARES TR2.6K sharesnew addition2026-06-302026-07-09

BSCU INVESCO EXCH TRD SLF IDX FD49.5K shares32.89%2026-06-302026-07-09

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LOW LOWES COS INC3.5K shares40.95%2026-06-302026-07-09

PEG PUBLIC SVC ENTERPRISE GROUP10.0K shares35.11%2026-06-302026-07-09

NVO NOVO-NORDISK A S21.9K shares5.50%2026-06-302026-07-09

MPC MARATHON PETE CORP3.3K shares3.15%2026-06-302026-07-09

DIS DISNEY WALT CO8.2K shares1.45%2026-06-302026-07-09

INSULET CORP INSULET CORP3.8K shares56.42%2026-06-302026-07-09

CRM SALESFORCE INC4.2K shares-24.01%2026-06-302026-07-09

PNC PNC FINL SVCS GROUP INC3.7K shares15.18%2026-06-302026-07-09

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VUSB VANGUARD BD INDEX FDS15.5K shares58.44%2026-06-302026-07-09

BSVO EA SERIES TRUST30.1K shares12.24%2026-06-302026-07-09

COP CONOCOPHILLIPS5.8K shares33.60%2026-06-302026-07-09

FLMI FRANKLIN TEMPLETON ETF TR30.7K sharesnew addition2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR32.6K shares76.30%2026-06-302026-07-09

DOMINION ENERGY INC DOMINION ENERGY INC12.2K shares41.48%2026-06-302026-07-09

BSCQ INVESCO EXCH TRD SLF IDX FD37.8K shares4.85%2026-06-302026-07-09

CHUBB LTD SWITZ CHUBB LTD SWITZ2.2K shares124.02%2026-06-302026-07-09

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VYMI VANGUARD WHITEHALL FDS7.7K shares-0.50%2026-06-302026-07-09

EEM ISHARES TR12.7K shares28.76%2026-06-302026-07-09

ABT ABBOTT LABORATORIES7.0K shares6.26%2026-06-302026-07-09

BK BANK NEW YORK MELLON CORP6.0K shares4.83%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC2.1K shares5.12%2026-06-302026-07-09

TJX TJX COS INC NEW4.4K shares2.22%2026-06-302026-07-09

DHR DANAHER CORP DEL3.6K shares32.54%2026-06-302026-07-09

QQQE DIREXION SHARES ETF TRUST6.9K shares0.00%2026-06-302026-07-09

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EAGG ISHARES TR14.1K sharesnew addition2026-06-302026-07-09

BSMV INVESCO EXCH TRD SLF IDX FD32.0K sharesnew addition2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 401.1K shares15.87%2026-06-302026-07-09

IWS ISHARES TR4.5K shares17.09%2026-06-302026-07-09

AMGN AMGEN INC1.9K shares30.12%2026-06-302026-07-09

XT ISHARES TR9.6K shares-14.79%2026-06-302026-07-09

BSMU INVESCO EXCH TRD SLF IDX FD30.0K sharesnew addition2026-06-302026-07-09

SPIB SPDR SERIES TRUST19.4K sharesnew addition2026-06-302026-07-09

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BSMW INVESCO EXCH TRD SLF IDX FD25.9K sharesnew addition2026-06-302026-07-09

BSSX INVESCO EXCH TRD SLF IDX FD25.3K sharesnew addition2026-06-302026-07-09

XYLD GLOBAL X FDS16.3K shares24.05%2026-06-302026-07-09

AIQ GLOBAL X FDS13.7K shares143.36%2026-06-302026-07-09

HYG ISHARES TR8.0K shares6.37%2026-06-302026-07-09

SOUTHERN CO SOUTHERN CO6.6K shares58.51%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.2K shares2.23%2026-06-302026-07-09

TKO TKO GROUP HOLDINGS INC3.1K shares-0.51%2026-06-302026-07-09

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MOAT VANECK ETF TRUST6.5K shares5.54%2026-06-302026-07-09

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares236.75%2026-06-302026-07-09

DATADOG INC DATADOG INC5.3K shares4.20%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF16.1K shares-16.53%2026-06-302026-07-09

BIIB BIOGEN INC3.4K shares1.02%2026-06-302026-07-09

BSCV INVESCO EXCH TRD SLF IDX FD37.3K shares32.88%2026-06-302026-07-09

O REALTY INCOME CORP10.0K shares37.83%2026-06-302026-07-09

ACWI ISHARES TR4.4K sharesnew addition2026-06-302026-07-09

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UBER UBER TECHNOLOGIES INC8.4K shares-19.52%2026-06-302026-07-09

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CRH CRH PLC5.7K sharesnew addition2026-06-302026-07-09

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RSPT INVESCO EXCHANGE TRADED FD T13.0K shares-54.67%2026-06-302026-07-09

QYLD GLOBAL X FDS33.6K shares26.98%2026-06-302026-07-09

VWOB VANGUARD WHITEHALL FDS8.7K sharesnew addition2026-06-302026-07-09

COR CENCORA INC1.8K shares126.91%2026-06-302026-07-09

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HDV ISHARES TR4.2K shares8.30%2026-06-302026-07-09

IGRO ISHARES TR6.8K shares-1.40%2026-06-302026-07-09

BLK BLACKROCK INC581 shares13.92%2026-06-302026-07-09

ITW ILLINOIS TOOL WKS INC2.1K shares71.50%2026-06-302026-07-09

HCA HCA HEALTHCARE INC1.2K shares1.30%2026-06-302026-07-09

SUSB ISHARES TR21.8K shares30.48%2026-06-302026-07-09

FDMO FIDELITY COVINGTON TRUST6.8K shares0.00%2026-06-302026-07-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-8.70%2026-06-302026-07-09

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NSC NORFOLK SOUTHN CORP1.9K shares61.89%2026-06-302026-07-09

BSJT INVESCO EXCH TRD SLF IDX FD25.6K shares0.00%2026-06-302026-07-09

IHI ISHARES TR10.1K shares-0.57%2026-06-302026-07-09

MTD METTLER TOLEDO INTERNATIONAL426 shares56.04%2026-06-302026-07-09

RY ROYAL BK CDA3.3K shares0.00%2026-06-302026-07-09

TXN TEXAS INSTRS INC2.8K shares69.43%2026-06-302026-07-09

UBS UBS GROUP AG13.7K shares-2.12%2026-06-302026-07-09

BIL SPDR SERIES TRUST5.8K shares29.24%2026-06-302026-07-09

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KO COCA COLA CO7.0K shares66.33%2026-06-302026-07-09

SBUX STARBUCKS CORP5.9K shares23.52%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR18.0K shares140.10%2026-06-302026-07-09

ADM ARCHER DANIELS MIDLAND CO7.2K sharesnew addition2026-06-302026-07-09

XYL XYLEM INC4.4K shares0.35%2026-06-302026-07-09

SGOV ISHARES TR5.1K sharesnew addition2026-06-302026-07-09

IBDW ISHARES TR24.5K shares4.94%2026-06-302026-07-09

DUK DUKE ENERGY CORP NEW3.9K shares11.20%2026-06-302026-07-09

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TSPA T ROWE PRICE ETF INC12.3K sharesnew addition2026-06-302026-07-09

SPYV SPDR SERIES TRUST8.9K shares0.03%2026-06-302026-07-09

DFIS DIMENSIONAL ETF TRUST14.9K shares-2.11%2026-06-302026-07-09

AWF ALLIANCEBERNSTEIN GLOBAL HIG49.3K shares0.22%2026-06-302026-07-09

MEDTRONIC PLC MEDTRONIC PLC5.7K shares74.08%2026-06-302026-07-09

MO ALTRIA GROUP INC7.4K shares39.69%2026-06-302026-07-09

VVR INVESCO SR INCOME TR152.4K shares-45.82%2026-06-302026-07-09

FDX FEDEX CORP1.4K shares17.01%2026-06-302026-07-09

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R RYDER SYS INC2.4K shares0.25%2026-06-302026-07-09

XBIL RBB FD INC9.7K shares-23.26%2026-06-302026-07-09

LMT LOCKHEED MARTIN CORP802 shares-1.72%2026-06-302026-07-09

VONG VANGUARD SCOTTSDALE FDS4.4K shares21.09%2026-06-302026-07-09

AEP AMERICAN ELEC PWR CO INC3.6K shares42.20%2026-06-302026-07-09

BIV VANGUARD BD INDEX FDS6.2K sharesnew addition2026-06-302026-07-09

NMT NUVEEN MASS QUALITY MUN INC38.5K shares93.50%2026-06-302026-07-09

AVLV AMERICAN CENTY ETF TR5.9K shares0.00%2026-06-302026-07-09

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ESGV VANGUARD WORLD FD4.2K sharesnew addition2026-06-302026-07-09

WFC WELLS FARGO & CO5.9K shares7.65%2026-06-302026-07-09

KEY KEYCORP23.2K shares30.89%2026-06-302026-07-09

DFSI DIMENSIONAL ETF TRUST10.9K sharesnew addition2026-06-302026-07-09

HYMB SPDR SERIES TRUST18.7K shares102.54%2026-06-302026-07-09

BA BOEING CO2.3K shares22.99%2026-06-302026-07-09

ANET ARISTA NETWORKS INC3.8K shares68.88%2026-06-302026-07-09

IEV ISHARES TR6.7K sharesnew addition2026-06-302026-07-09

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VLO VALERO ENERGY CORP1.8K shares3.02%2026-06-302026-07-09

NFJ VIRTUS DIVIDEND INTEREST & P36.0K shares0.00%2026-06-302026-07-09

JPST J P MORGAN EXCHANGE TRADED F8.9K shares16.51%2026-06-302026-07-09

CGGO CAPITAL GROUP GBL GROWTH EQT13.5K shares68.06%2026-06-302026-07-09

RSG REPUBLIC SVCS INC2.0K shares67.00%2026-06-302026-07-09

PRU PRUDENTIAL FINL INC4.5K shares67.85%2026-06-302026-07-09

ROST ROSS STORES INC2.0K shares3.27%2026-06-302026-07-09

HACK AMPLIFY ETF TR5.8K shares-7.19%2026-06-302026-07-09

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DGRO ISHARES TR6.2K shares-9.62%2026-06-302026-07-09

GWW WW GRAINGER INC397 shares35.49%2026-06-302026-07-09

DE DEERE & CO764 shares9.61%2026-06-302026-07-09

FAST FASTENAL CO9.3K shares65.42%2026-06-302026-07-09

GRMN GARMIN LTD1.9K shares38.03%2026-06-302026-07-09

TPL TEXAS PACIFIC LAND CORPORATI901 shares2.27%2026-06-302026-07-09

JQUA J P MORGAN EXCHANGE TRADED F6.9K shares-6.38%2026-06-302026-07-09

ORLY OREILLY AUTOMOTIVE INC4.6K sharesnew addition2026-06-302026-07-09

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EWJ ISHARES INC5.0K shares0.00%2026-06-302026-07-09

TDIV FIRST TR EXCHANGE TRADED FD4.5K shares29.07%2026-06-302026-07-09

EOG EOG RES INC2.9K shares2.79%2026-06-302026-07-09

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NUE NUCOR CORP2.4K shares32.74%2026-06-302026-07-09

VBIL VANGUARD INSTL INDEX FD5.5K sharesnew addition2026-06-302026-07-09

AFL AFLAC INC3.7K shares68.04%2026-06-302026-07-09

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DFSB DIMENSIONAL ETF TRUST7.8K shares6.31%2026-06-302026-07-09

BMY BRISTOL-MYERS SQUIBB CO6.7K shares-9.31%2026-06-302026-07-09

ESGE ISHARES INC8.9K shares10.32%2026-06-302026-07-09

BSMY INVESCO EXCH TRD SLF IDX FD16.6K sharesnew addition2026-06-302026-07-09

IWR ISHARES TR4.1K shares-8.51%2026-06-302026-07-09

IYH ISHARES TR6.5K shares-0.12%2026-06-302026-07-09

PSX PHILLIPS 662.2K shares20.60%2026-06-302026-07-09

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C CITIGROUP INC3.5K shares11.27%2026-06-302026-07-09

HWM HOWMET AEROSPACE INC1.7K shares-6.45%2026-06-302026-07-09

BAC-PL BANK AMERICA CORP330 shares0.00%2026-06-302026-07-09

TLH ISHARES TR3.9K shares-8.19%2026-06-302026-07-09

UNP UNION PAC CORP1.6K shares-2.71%2026-06-302026-07-09

IBMO ISHARES TR15.3K shares0.00%2026-06-302026-07-09

TEL TE CONNECTIVITY PLC1.9K shares-6.00%2026-06-302026-07-09

EPD ENTERPRISE PRODS PARTNERS L10.3K shares8.45%2026-06-302026-07-09

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AVGE AMERICAN CENTY ETF TR4.4K shares-5.62%2026-06-302026-07-09

IBMP ISHARES TR15.1K shares0.00%2026-06-302026-07-09

FNDA SCHWAB STRATEGIC TR11.7K shares-0.06%2026-06-302026-07-09

SERVICENOW INC SERVICENOW INC3.6K shares-10.72%2026-06-302026-07-09

IBMQ ISHARES TR14.7K shares0.03%2026-06-302026-07-09

TEI TEMPLETON EMERGING MKTS INCO62.3K shares-7.80%2026-06-302026-07-09

BKNG BOOKING HOLDINGS INC88 shares2.33%2026-06-302026-07-09

HEQ JOHN HANCOCK DIVERSIFIED INC34.0K shares0.00%2026-06-302026-07-09

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ITA ISHARES TR1.7K shares8.89%2026-06-302026-07-09

URI UNITED RENTALS INC500 sharesnew addition2026-06-302026-07-09

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PFE PFIZER INC12.7K shares-37.16%2026-06-302026-07-09

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RMT ROYCE MICRO-CAP TR INC31.4K shares0.00%2026-06-302026-07-09

MGK VANGUARD WORLD FD962 shares4.00%2026-06-302026-07-09

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KVUE KENVUE INC20.1K shares35.48%2026-06-302026-07-09

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QCOM QUALCOMM INC2.6K shares11.70%2026-06-302026-07-09

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ES EVERSOURCE ENERGY4.8K sharesnew addition2026-06-302026-07-09

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UPS UNITED PARCEL SVCS INC3.4K shares37.49%2026-06-302026-07-09

CEF SPROTT ASSET MANAGEMENT LP6.8K shares37.92%2026-06-302026-07-09

VOE VANGUARD INDEX FDS1.8K sharesnew addition2026-06-302026-07-09

DEHP DIMENSIONAL ETF TRUST9.6K shares0.00%2026-06-302026-07-09

EFIV SPDR SERIES TRUST5.1K shares-52.83%2026-06-302026-07-09

CGNX COGNEX CORP6.6K sharesnew addition2026-06-302026-07-09

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BSCW INVESCO EXCH TRD SLF IDX FD15.5K sharesnew addition2026-06-302026-07-09

RPG INVESCO EXCHANGE TRADED FD T6.8K sharesnew addition2026-06-302026-07-09

BITB BITWISE BITCOIN ETF TR8.6K sharesnew addition2026-06-302026-07-09

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VSGX VANGUARD WORLD FD4.4K shares5.96%2026-06-302026-07-09

KLAC KLA CORP213 sharesnew addition2026-06-302026-07-09

SPTS SPDR SERIES TRUST10.7K shares-19.28%2026-06-302026-07-09

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PEY INVESCO EXCHANGE TRADED FD T14.5K shares0.00%2026-06-302026-07-09

ENB ENBRIDGE INC5.7K shares-3.76%2026-06-302026-07-09

MORT VANECK ETF TRUST30.0K shares0.00%2026-06-302026-07-09

VLU SPDR SERIES TRUST1.4K sharesnew addition2026-06-302026-07-09

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IWO ISHARES TR957 shares3.35%2026-06-302026-07-09

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ZOETIS INC ZOETIS INC2.5K shares-10.93%2026-06-302026-07-09

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ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-06-302026-07-09

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TD TORONTO DOMINION BK ONT3.0K shares0.00%2026-06-302026-07-09

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AVGV AMERICAN CENTY ETF TR3.6K shares-6.11%2026-06-302026-07-09

DFSV DIMENSIONAL ETF TRUST8.0K shares-0.35%2026-06-302026-07-09

NUW NUVEEN AMT-FREE MUN VALUE FD19.4K shares0.00%2026-06-302026-07-09

SAH SONIC AUTOMOTIVE INC4.1K shares0.02%2026-06-302026-07-09

ITM VANECK ETF TRUST6.0K sharesnew addition2026-06-302026-07-09

KMB KIMBERLY-CLARK CORP2.9K sharesnew addition2026-06-302026-07-09

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VXF VANGUARD INDEX FDS1.3K sharesnew addition2026-06-302026-07-09

YUM YUM BRANDS INC1.7K shares17.68%2026-06-302026-07-09

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MCO MOODYS CORP602 shares-1.95%2026-06-302026-07-09

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares5.76%2026-06-302026-07-09

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S&P GLOBAL INC S&P GLOBAL INC609 shares-22.91%2026-06-302026-07-09

TMUS T-MOBILE US INC1.2K sharesnew addition2026-06-302026-07-09

IOO ISHARES TR2.1K sharesnew addition2026-06-302026-07-09

SMTC SEMTECH CORP3.3K shares0.06%2026-06-302026-07-09

UAL UNITED AIRLS HLDGS INC2.7K shares0.11%2026-06-302026-07-09

CHRW C H ROBINSON WORLDWIDE IN1.5K sharesnew addition2026-06-302026-07-09

MEAR ISHARES U S ETF TR5.0K shares0.00%2026-06-302026-07-09

Sponsored

MINT PIMCO ETF TR2.5K sharesnew addition2026-06-302026-07-09

AIZ ASSURANT INC1.2K shares0.00%2026-06-302026-07-09

LZB LA Z BOY INC7.7K shares0.04%2026-06-302026-07-09

CEG CONSTELLATION ENERGY CORP882 sharesnew addition2026-06-302026-07-09

TRMB TRIMBLE INC3.8K shares-33.69%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR7.9K shares-1.56%2026-06-302026-07-09

SLB SLB LIMITED4.8K sharesnew addition2026-06-302026-07-09

ONEQ FIDELITY COMWLTH TR2.9K sharesnew addition2026-06-302026-07-09

Sponsored

DRI DARDEN RESTAURANTS INC1.2K sharesnew addition2026-06-302026-07-09

REGN REGENERON PHARMACEUTICALS316 shares4.64%2026-06-302026-07-09

ARES CAPITAL CORP ARES CAPITAL CORP13.5K shares-38.09%2026-06-302026-07-09

DOW DOW HLDGS INC5.8K sharesnew addition2026-06-302026-07-09

CMCSA COMCAST CORP NEW8.4K sharesnew addition2026-06-302026-07-09

TIP ISHARES TR2.2K sharesnew addition2026-06-302026-07-09

AIVL WISDOMTREE TR2.1K shares0.00%2026-06-302026-07-09

FDVV FIDELITY COVINGTON TRUST4.3K sharesnew addition2026-06-302026-07-09

Sponsored

CORTEVA INC CORTEVA INC2.8K sharesnew addition2026-06-302026-07-09

PCEF INVESCO EXCH TRADED FD TR II12.5K shares0.00%2026-06-302026-07-09

BR BROADRIDGE FINL SOLUTIONS IN1.4K sharesnew addition2026-06-302026-07-09

DIVO AMPLIFY ETF TR5.2K shares0.81%2026-06-302026-07-09

DFUS

DIMENSIONAL ETF TRUST

9.93%

Shares4.3M

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

12.32%

Shares4.5M

Event2026-06-30

Filed2026-07-09

QQQM

INVESCO EXCH TRADED FD TR II

9.08%

Shares481.4K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

1.15%

Shares466.0K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

5.22%

Shares2.1M

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

28.76%

Shares782.2K

Event2026-06-30

Filed2026-07-09

DFIV

DIMENSIONAL ETF TRUST

5.30%

Shares943.7K

Event2026-06-30

Filed2026-07-09

DFAT

DIMENSIONAL ETF TRUST

2.37%

Shares775.4K

Event2026-06-30

Filed2026-07-09

DFAI

DIMENSIONAL ETF TRUST

28.43%

Shares1.2M

Event2026-06-30

Filed2026-07-09

DFAS

DIMENSIONAL ETF TRUST

10.14%

Shares603.3K

Event2026-06-30

Filed2026-07-09

SPHQ

INVESCO EXCHANGE TRADED FD T

21.28%

Shares542.1K

Event2026-06-30

Filed2026-07-09

DFUV

DIMENSIONAL ETF TRUST

0.25%

Shares814.0K

Event2026-06-30

Filed2026-07-09

PVAL

PUTNAM ETF TRUST

23.32%

Shares841.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

210.30%

Shares109.5K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

15.26%

Shares124.7K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

710.45%

Shares403.5K

Event2026-06-30

Filed2026-07-09

JIRE

J P MORGAN EXCHANGE TRADED F

8.74%

Shares351.7K

Event2026-06-30

Filed2026-07-09

DUHP

DIMENSIONAL ETF TRUST

-6.42%

Shares661.5K

Event2026-06-30

Filed2026-07-09

DFAU

DIMENSIONAL ETF TRUST

25.93%

Shares530.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

21.56%

Shares36.0K

Event2026-06-30

Filed2026-07-09

CLOI

VANECK ETF TRUST

11.28%

Shares400.7K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

7.96%

Shares31.5K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

148.27%

Shares316.0K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-0.42%

Shares136.1K

Event2026-06-30

Filed2026-07-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-1.90%

Shares186.6K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

768.79%

Shares240.6K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

11.45%

Shares106.9K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

75.35%

Shares84.5K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

60.49%

Shares72.7K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

15.50%

Shares42.1K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

96.31%

Shares23.5K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-0.93%

Shares179.2K

Event2026-06-30

Filed2026-07-09

AVUS

AMERICAN CENTY ETF TR

-3.76%

Shares117.1K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

1977.87%

Shares256.5K

Event2026-06-30

Filed2026-07-09

DFSD

DIMENSIONAL ETF TRUST

-10.77%

Shares244.8K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

22.70%

Shares94.0K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

-9.20%

Shares222.4K

Event2026-06-30

Filed2026-07-09

DFLV

DIMENSIONAL ETF TRUST

7.97%

Shares311.1K

Event2026-06-30

Filed2026-07-09

FNDE

SCHWAB STRATEGIC TR

6.76%

Shares288.9K

Event2026-06-30

Filed2026-07-09

VTC

VANGUARD SCOTTSDALE FDS

New

Shares140.8K

Event2026-06-30

Filed2026-07-09

DIHP

DIMENSIONAL ETF TRUST

-3.22%

Shares335.6K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

112.05%

Shares24.3K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

13.69%

Shares36.8K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

11.94%

Shares17.9K

Event2026-06-30

Filed2026-07-09

DJP

BARCLAYS BANK PLC

-6.69%

Shares214.6K

Event2026-06-30

Filed2026-07-09

DFAE

DIMENSIONAL ETF TRUST

28.81%

Shares302.4K

Event2026-06-30

Filed2026-07-09

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares169.9K

Event2026-06-30

Filed2026-07-09

DFAX

DIMENSIONAL ETF TRUST

14.91%

Shares290.5K

Event2026-06-30

Filed2026-07-09

FBCG

FIDELITY COVINGTON TRUST

3.06%

Shares193.4K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

15.92%

Shares43.3K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

12.03%

Shares36.6K

Event2026-06-30

Filed2026-07-09

IBDR

ISHARES TR

1.77%

Shares367.7K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

13.28%

Shares30.5K

Event2026-06-30

Filed2026-07-09

IAGG

ISHARES TR

New

Shares173.6K

Event2026-06-30

Filed2026-07-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

6.78%

Shares19.6K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

14.77%

Shares85.7K

Event2026-06-30

Filed2026-07-09

IJS

ISHARES TR

6.90%

Shares65.1K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

2109.19%

Shares311.1K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

New

Shares74.3K

Event2026-06-30

Filed2026-07-09

FVAL

FIDELITY COVINGTON TRUST

-2.83%

Shares110.6K

Event2026-06-30

Filed2026-07-09

EBND

SPDR SERIES TRUST

6.59%

Shares370.6K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

18.06%

Shares79.7K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

455.96%

Shares138.3K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

13.40%

Shares25.2K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-0.52%

Shares34.9K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

New

Shares287.3K

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

24.77%

Shares64.7K

Event2026-06-30

Filed2026-07-09

ISHARES TR

31.21%

Shares66.6K

Event2026-06-30

Filed2026-07-09

DFCF

DIMENSIONAL ETF TRUST

-21.75%

Shares152.2K

Event2026-06-30

Filed2026-07-09

AVDE

AMERICAN CENTY ETF TR

-2.45%

Shares75.7K

Event2026-06-30

Filed2026-07-09

DFEV

DIMENSIONAL ETF TRUST

44.72%

Shares176.7K

Event2026-06-30

Filed2026-07-09

IBDS

ISHARES TR

0.80%

Shares260.1K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

-7.87%

Shares134.7K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

368.58%

Shares76.8K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

20.33%

Shares36.5K

Event2026-06-30

Filed2026-07-09

AVMU

AMERICAN CENTY ETF TR

20.56%

Shares134.9K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

-0.18%

Shares25.0K

Event2026-06-30

Filed2026-07-09

FFSM

FIDELITY COVINGTON TRUST

-5.13%

Shares183.0K

Event2026-06-30

Filed2026-07-09

DISV

DIMENSIONAL ETF TRUST

1.36%

Shares147.8K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

170.65%

Shares175.6K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

5.47%

Shares16.8K

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY COVINGTON TRUST

-14.25%

Shares138.9K

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

34.31%

Shares13.6K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

0.15%

Shares102.9K

Event2026-06-30

Filed2026-07-09

AVUV

AMERICAN CENTY ETF TR

-17.20%

Shares43.7K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

12.07%

Shares8.3K

Event2026-06-30

Filed2026-07-09

HYDB

ISHARES TR

-0.35%

Shares100.8K

Event2026-06-30

Filed2026-07-09

DFIC

DIMENSIONAL ETF TRUST

107.59%

Shares129.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

2.30%

Shares15.3K

Event2026-06-30

Filed2026-07-09

FLRN

SPDR SERIES TRUST

2.00%

Shares143.0K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.12%

Shares8.9K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

11.54%

Shares39.9K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

311.58%

Shares54.3K

Event2026-06-30

Filed2026-07-09

ISHARES TR

71.38%

Shares45.9K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

-8.68%

Shares21.4K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

2.07%

Shares12.8K

Event2026-06-30

Filed2026-07-09

VLUE

ISHARES TR

-2.38%

Shares28.4K

Event2026-06-30

Filed2026-07-09

FELC

FIDELITY COVINGTON TRUST

2.61%

Shares108.7K

Event2026-06-30

Filed2026-07-09

IBDT

ISHARES TR

3.11%

Shares154.7K

Event2026-06-30

Filed2026-07-09

TFLO

ISHARES TR

-35.10%

Shares75.8K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

32.67%

Shares12.4K

Event2026-06-30

Filed2026-07-09

PHYL

PGIM ETF TR

6.09%

Shares110.3K

Event2026-06-30

Filed2026-07-09

DFGP

DIMENSIONAL ETF TRUST

28.17%

Shares70.5K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

404.62%

Shares130.0K

Event2026-06-30

Filed2026-07-09

JEPI

J P MORGAN EXCHANGE TRADED F

-0.51%

Shares65.5K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

2.15%

Shares10.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

16.88%

Shares13.9K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

10.13%

Shares61.9K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

7.34%

Shares29.8K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

2.02%

Shares26.1K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

83.11%

Shares133.3K

Event2026-06-30

Filed2026-07-09

VBR

VANGUARD INDEX FDS

725.05%

Shares15.3K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

18.47%

Shares34.5K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

New

Shares19.2K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

33.54%

Shares4.4K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

80.08%

Shares3.1K

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

29.66%

Shares14.5K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

27.96%

Shares10.6K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

148.70%

Shares3.5K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

17.95%

Shares14.2K

Event2026-06-30

Filed2026-07-09

FNDX

SCHWAB STRATEGIC TR

0.49%

Shares104.7K

Event2026-06-30

Filed2026-07-09

USMV

ISHARES TR

9.73%

Shares30.4K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

231.01%

Shares55.8K

Event2026-06-30

Filed2026-07-09

DFEM

DIMENSIONAL ETF TRUST

New

Shares78.6K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

115.02%

Shares34.4K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-7.84%

Shares8.1K

Event2026-06-30

Filed2026-07-09

SUSA

ISHARES TR

0.28%

Shares20.2K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

-0.90%

Shares17.4K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

38.86%

Shares20.3K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

24.84%

Shares11.6K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

33.90%

Shares6.8K

Event2026-06-30

Filed2026-07-09

NEXTERA ENERGY INC

24.94%

Shares26.4K

Event2026-06-30

Filed2026-07-09

NDAQ

NASDAQ INC

-0.22%

Shares28.4K

Event2026-06-30

Filed2026-07-09

MGV

VANGUARD WORLD FD

-0.01%

Shares16.6K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

15.77%

Shares4.8K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

204.84%

Shares27.4K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

11.74%

Shares10.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

25.49%

Shares7.9K

Event2026-06-30

Filed2026-07-09

DCOR

DIMENSIONAL ETF TRUST

-10.28%

Shares30.6K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

406.78%

Shares31.5K

Event2026-06-30

Filed2026-07-09

JOHNSON CONTROLS INTERNATION

3.34%

Shares16.5K

Event2026-06-30

Filed2026-07-09

DFNM

DIMENSIONAL ETF TRUST

9.43%

Shares45.1K

Event2026-06-30

Filed2026-07-09

TFI

SPDR SERIES TRUST

53.65%

Shares47.6K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

287.82%

Shares11.4K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

-5.68%

Shares6.7K

Event2026-06-30

Filed2026-07-09

IBDU

ISHARES TR

1.68%

Shares90.8K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

24.85%

Shares8.6K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

25.77%

Shares23.3K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

30.10%

Shares4.7K

Event2026-06-30

Filed2026-07-09

DFAR

DIMENSIONAL ETF TRUST

230.16%

Shares82.6K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

21.69%

Shares11.8K

Event2026-06-30

Filed2026-07-09

SPAB

SPDR SERIES TRUST

130.29%

Shares74.7K

Event2026-06-30

Filed2026-07-09

VBK

VANGUARD INDEX FDS

11.94%

Shares6.3K

Event2026-06-30

Filed2026-07-09

VISA INC

8.79%

Shares6.3K

Event2026-06-30

Filed2026-07-09

IQLT

ISHARES TR

1.98%

Shares40.6K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-5.52%

Shares21.2K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

53.84%

Shares24.4K

Event2026-06-30

Filed2026-07-09

COLGATE PALMOLIVE CO

7.32%

Shares21.5K

Event2026-06-30

Filed2026-07-09

PEP

PEPSICO INC

-2.78%

Shares11.6K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

34.41%

Shares15.8K

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

1.51%

Shares13.1K

Event2026-06-30

Filed2026-07-09

PARKER-HANNIFIN CORP

11.43%

Shares2.0K

Event2026-06-30

Filed2026-07-09

SUSL

ISHARES TR

0.05%

Shares15.5K

Event2026-06-30

Filed2026-07-09

ORACLE CORP

113.22%

Shares11.9K

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

67.21%

Shares12.1K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

53.85%

Shares16.3K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

-3.33%

Shares27.6K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

72.11%

Shares55.4K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

67.51%

Shares33.4K

Event2026-06-30

Filed2026-07-09

VRT

VERTIV HOLDINGS CO

-2.64%

Shares6.5K

Event2026-06-30

Filed2026-07-09

GSLC

GOLDMAN SACHS ETF TR

-0.71%

Shares13.0K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

1.06%

Shares16.1K

Event2026-06-30

Filed2026-07-09

VPU

VANGUARD WORLD FD

29.28%

Shares8.0K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

-5.24%

Shares13.0K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

620.69%

Shares15.9K

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

71.44%

Shares31.0K

Event2026-06-30

Filed2026-07-09

ISRG

INTUITIVE SURGICAL INC

31.33%

Shares3.3K

Event2026-06-30

Filed2026-07-09

VMBS

VANGUARD SCOTTSDALE FDS

0.94%

Shares31.9K

Event2026-06-30

Filed2026-07-09

IGIB

ISHARES TR

31.19%

Shares28.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

-1.11%

Shares10.6K

Event2026-06-30

Filed2026-07-09

WELL

WELLTOWER INC

-1.88%

Shares7.4K

Event2026-06-30

Filed2026-07-09

AT&T INC

14.65%

Shares50.3K

Event2026-06-30

Filed2026-07-09

JMBS

JANUS DETROIT STR TR

30.88%

Shares31.3K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

98.06%

Shares1.5K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

-0.50%

Shares7.2K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

14.00%

Shares8.5K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

0.95%

Shares7.5K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

55.30%

Shares9.2K

Event2026-06-30

Filed2026-07-09

USFR

WISDOMTREE TR

4.96%

Shares26.6K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

New

Shares14.5K

Event2026-06-30

Filed2026-07-09

CACI

CACI INTL INC

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-09

IDEXX LABS INC

97.65%

Shares2.4K

Event2026-06-30

Filed2026-07-09

PFXF

VANECK ETF TRUST

-1.51%

Shares74.5K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-2.92%

Shares11.4K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

-0.49%

Shares1.8K

Event2026-06-30

Filed2026-07-09

ALPS ETF TR

19.13%

Shares24.1K

Event2026-06-30

Filed2026-07-09

SYK

STRYKER CORPORATION

46.51%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IGSB

ISHARES TR

-53.47%

Shares23.6K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

62.24%

Shares23.8K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

17.89%

Shares15.9K

Event2026-06-30

Filed2026-07-09

ADP

AUTOMATIC DATA PROCESSING IN

368.89%

Shares6.1K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

145.97%

Shares39.4K

Event2026-06-30

Filed2026-07-09

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-09

IBDV

ISHARES TR

2.22%

Shares54.1K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

-4.85%

Shares9.2K

Event2026-06-30

Filed2026-07-09

NOBL

PROSHARES TR

207.62%

Shares11.1K

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST

New

Shares24.2K

Event2026-06-30

Filed2026-07-09

VCLT

VANGUARD SCOTTSDALE FDS

30.67%

Shares15.6K

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

9.71%

Shares10.0K

Event2026-06-30

Filed2026-07-09

EMNT

PIMCO ETF TR

1.59%

Shares11.7K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

26.41%

Shares5.6K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares19.3K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

79.05%

Shares14.2K

Event2026-06-30

Filed2026-07-09

CROWDSTRIKE HLDGS INC

-1.27%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SPSB

SPDR SERIES TRUST

-0.94%

Shares36.4K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

61.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

32.77%

Shares2.2K

Event2026-06-30

Filed2026-07-09

SCHE

SCHWAB STRATEGIC TR

167.16%

Shares32.7K

Event2026-06-30

Filed2026-07-09

CAH

CARDINAL HEALTH INC

8.51%

Shares5.1K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

-1.52%

Shares14.0K

Event2026-06-30

Filed2026-07-09

DEXCOM INC

46.09%

Shares17.0K

Event2026-06-30

Filed2026-07-09

HLT

HILTON WORLDWIDE HLDGS INC

50.48%

Shares3.5K

Event2026-06-30

Filed2026-07-09

SHOP

SHOPIFY INC

28.19%

Shares8.8K

Event2026-06-30

Filed2026-07-09

SPYD

SPDR SERIES TRUST

-2.73%

Shares22.6K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

48.54%

Shares3.4K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

5.36%

Shares6.8K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

24.31%

Shares3.0K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

79.29%

Shares4.0K

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

5.24%

Shares4.6K

Event2026-06-30

Filed2026-07-09

CONSOLIDATED EDISON INC

98.84%

Shares8.7K

Event2026-06-30

Filed2026-07-09

EMLC

VANECK ETF TRUST

6.30%

Shares39.2K

Event2026-06-30

Filed2026-07-09

BAC

BANK AMERICA CORP

-2.04%

Shares20.2K

Event2026-06-30

Filed2026-07-09

VOOG

VANGUARD ADMIRAL FDS INC

6.87%

Shares2.4K

Event2026-06-30

Filed2026-07-09

EEMS

ISHARES INC

-21.20%

Shares14.0K

Event2026-06-30

Filed2026-07-09

BIZD

VANECK ETF TRUST

-33.78%

Shares75.0K

Event2026-06-30

Filed2026-07-09

PZT

INVESCO EXCH TRADED FD TR II

3.73%

Shares43.2K

Event2026-06-30

Filed2026-07-09

SPLV

INVESCO EXCH TRADED FD TR II

New

Shares13.0K

Event2026-06-30

Filed2026-07-09

BSCS

INVESCO EXCH TRD SLF IDX FD

23.27%

Shares46.4K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

14.37%

Shares12.0K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

40.96%

Shares21.3K

Event2026-06-30

Filed2026-07-09

BOE

BLACKROCK ENHANCED GLOBAL

0.00%

Shares85.3K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

295.21%

Shares11.1K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

7.27%

Shares5.5K

Event2026-06-30

Filed2026-07-09

ETN

EATON CORP PLC

14.08%

Shares2.5K

Event2026-06-30

Filed2026-07-09

ESGD

ISHARES TR

-1.81%

Shares9.4K

Event2026-06-30

Filed2026-07-09

CME

CME GROUP INC

23.95%

Shares3.0K

Event2026-06-30

Filed2026-07-09

BSCT

INVESCO EXCH TRD SLF IDX FD

19.85%

Shares48.1K

Event2026-06-30

Filed2026-07-09

ESML

ISHARES TR

21.57%

Shares18.9K

Event2026-06-30

Filed2026-07-09

BSCR

INVESCO EXCH TRD SLF IDX FD

8.68%

Shares44.1K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

26.28%

Shares1.7K

Event2026-06-30

Filed2026-07-09

NYF

ISHARES TR

New

Shares16.1K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

3.26%

Shares9.0K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

28.70%

Shares2.4K

Event2026-06-30

Filed2026-07-09

SOXX

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-09

BSCU

INVESCO EXCH TRD SLF IDX FD

32.89%

Shares49.5K

Event2026-06-30

Filed2026-07-09

LOW

LOWES COS INC

40.95%

Shares3.5K

Event2026-06-30

Filed2026-07-09

PEG

PUBLIC SVC ENTERPRISE GROUP

35.11%

Shares10.0K

Event2026-06-30

Filed2026-07-09

NVO

NOVO-NORDISK A S

5.50%

Shares21.9K

Event2026-06-30

Filed2026-07-09

MPC

MARATHON PETE CORP

3.15%

Shares3.3K

Event2026-06-30

Filed2026-07-09

DIS

DISNEY WALT CO

1.45%

Shares8.2K

Event2026-06-30

Filed2026-07-09

INSULET CORP

56.42%

Shares3.8K

Event2026-06-30

Filed2026-07-09

CRM

SALESFORCE INC

-24.01%

Shares4.2K

Event2026-06-30

Filed2026-07-09

PNC

PNC FINL SVCS GROUP INC

15.18%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VUSB

VANGUARD BD INDEX FDS

58.44%

Shares15.5K

Event2026-06-30

Filed2026-07-09

BSVO

EA SERIES TRUST

12.24%

Shares30.1K

Event2026-06-30

Filed2026-07-09

COP

CONOCOPHILLIPS

33.60%

Shares5.8K

Event2026-06-30

Filed2026-07-09

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares30.7K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

76.30%

Shares32.6K

Event2026-06-30

Filed2026-07-09

DOMINION ENERGY INC

41.48%

Shares12.2K

Event2026-06-30

Filed2026-07-09

BSCQ

INVESCO EXCH TRD SLF IDX FD

4.85%

Shares37.8K

Event2026-06-30

Filed2026-07-09

CHUBB LTD SWITZ

124.02%

Shares2.2K

Event2026-06-30

Filed2026-07-09

VYMI

VANGUARD WHITEHALL FDS

-0.50%

Shares7.7K

Event2026-06-30

Filed2026-07-09

EEM

ISHARES TR

28.76%

Shares12.7K

Event2026-06-30

Filed2026-07-09

ABT

ABBOTT LABORATORIES

6.26%

Shares7.0K

Event2026-06-30

Filed2026-07-09

BANK NEW YORK MELLON CORP

4.83%

Shares6.0K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

5.12%

Shares2.1K

Event2026-06-30

Filed2026-07-09

TJX

TJX COS INC NEW

2.22%

Shares4.4K

Event2026-06-30

Filed2026-07-09

DHR

DANAHER CORP DEL

32.54%

Shares3.6K

Event2026-06-30

Filed2026-07-09

QQQE

DIREXION SHARES ETF TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-09

EAGG

ISHARES TR

New

Shares14.1K

Event2026-06-30

Filed2026-07-09

BSMV

INVESCO EXCH TRD SLF IDX FD

New

Shares32.0K

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

15.87%

Shares1.1K

Event2026-06-30

Filed2026-07-09

IWS

ISHARES TR

17.09%

Shares4.5K

Event2026-06-30

Filed2026-07-09

AMGN

AMGEN INC

30.12%

Shares1.9K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-14.79%

Shares9.6K

Event2026-06-30

Filed2026-07-09

BSMU

INVESCO EXCH TRD SLF IDX FD

New

Shares30.0K

Event2026-06-30

Filed2026-07-09

SPIB

SPDR SERIES TRUST

New

Shares19.4K

Event2026-06-30

Filed2026-07-09

BSMW

INVESCO EXCH TRD SLF IDX FD

New

Shares25.9K

Event2026-06-30

Filed2026-07-09

BSSX

INVESCO EXCH TRD SLF IDX FD

New

Shares25.3K

Event2026-06-30

Filed2026-07-09

XYLD

GLOBAL X FDS

24.05%

Shares16.3K

Event2026-06-30

Filed2026-07-09

AIQ

GLOBAL X FDS

143.36%

Shares13.7K

Event2026-06-30

Filed2026-07-09

HYG

ISHARES TR

6.37%

Shares8.0K

Event2026-06-30

Filed2026-07-09

SOUTHERN CO

58.51%

Shares6.6K

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

2.23%

Shares2.2K

Event2026-06-30

Filed2026-07-09

TKO

TKO GROUP HOLDINGS INC

-0.51%

Shares3.1K

Event2026-06-30

Filed2026-07-09

MOAT

VANECK ETF TRUST

5.54%

Shares6.5K

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

236.75%

Shares2.3K

Event2026-06-30

Filed2026-07-09

DATADOG INC

4.20%

Shares5.3K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

-16.53%

Shares16.1K

Event2026-06-30

Filed2026-07-09

BIIB

BIOGEN INC

1.02%

Shares3.4K

Event2026-06-30

Filed2026-07-09

BSCV

INVESCO EXCH TRD SLF IDX FD

32.88%

Shares37.3K

Event2026-06-30

Filed2026-07-09

REALTY INCOME CORP

37.83%

Shares10.0K

Event2026-06-30

Filed2026-07-09

ACWI

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-07-09

UBER

UBER TECHNOLOGIES INC

-19.52%

Shares8.4K

Event2026-06-30

Filed2026-07-09

INVESCO EXCH TRADED FD TR II

New

Shares26.1K

Event2026-06-30

Filed2026-07-09

CRH

CRH PLC

New

Shares5.7K

Event2026-06-30

Filed2026-07-09

EMR

EMERSON ELEC CO

New

Shares4.5K

Event2026-06-30

Filed2026-07-09

RSPT

INVESCO EXCHANGE TRADED FD T

-54.67%

Shares13.0K

Event2026-06-30

Filed2026-07-09

QYLD

GLOBAL X FDS

26.98%

Shares33.6K

Event2026-06-30

Filed2026-07-09

VWOB

VANGUARD WHITEHALL FDS

New

Shares8.7K

Event2026-06-30

Filed2026-07-09

COR

CENCORA INC

126.91%

Shares1.8K

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

8.30%

Shares4.2K

Event2026-06-30

Filed2026-07-09

IGRO

ISHARES TR

-1.40%

Shares6.8K

Event2026-06-30

Filed2026-07-09

BLK

BLACKROCK INC

13.92%

Shares581

Event2026-06-30

Filed2026-07-09

ITW

ILLINOIS TOOL WKS INC

71.50%

Shares2.1K

Event2026-06-30

Filed2026-07-09

HCA

HCA HEALTHCARE INC

1.30%

Shares1.2K

Event2026-06-30

Filed2026-07-09

SUSB

ISHARES TR

30.48%

Shares21.8K

Event2026-06-30

Filed2026-07-09

FDMO

FIDELITY COVINGTON TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-09

ACCENTURE PLC IRELAND

-8.70%

Shares2.8K

Event2026-06-30

Filed2026-07-09

NSC

NORFOLK SOUTHN CORP

61.89%

Shares1.9K

Event2026-06-30

Filed2026-07-09

BSJT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares25.6K

Event2026-06-30

Filed2026-07-09

IHI

ISHARES TR

-0.57%

Shares10.1K

Event2026-06-30

Filed2026-07-09

MTD

METTLER TOLEDO INTERNATIONAL

56.04%

Shares426

Event2026-06-30

Filed2026-07-09

ROYAL BK CDA

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-09

TXN

TEXAS INSTRS INC

69.43%

Shares2.8K

Event2026-06-30

Filed2026-07-09

UBS

UBS GROUP AG

-2.12%

Shares13.7K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

29.24%

Shares5.8K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

66.33%

Shares7.0K

Event2026-06-30

Filed2026-07-09

SBUX

STARBUCKS CORP

23.52%

Shares5.9K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

140.10%

Shares18.0K

Event2026-06-30

Filed2026-07-09

ADM

ARCHER DANIELS MIDLAND CO

New

Shares7.2K

Event2026-06-30

Filed2026-07-09

XYL

XYLEM INC

0.35%

Shares4.4K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-09

IBDW

ISHARES TR

4.94%

Shares24.5K

Event2026-06-30

Filed2026-07-09

DUK

DUKE ENERGY CORP NEW

11.20%

Shares3.9K

Event2026-06-30

Filed2026-07-09

TSPA

T ROWE PRICE ETF INC

New

Shares12.3K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR SERIES TRUST

0.03%

Shares8.9K

Event2026-06-30

Filed2026-07-09

DFIS

DIMENSIONAL ETF TRUST

-2.11%

Shares14.9K

Event2026-06-30

Filed2026-07-09

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.22%

Shares49.3K

Event2026-06-30

Filed2026-07-09

MEDTRONIC PLC

74.08%

Shares5.7K

Event2026-06-30

Filed2026-07-09

ALTRIA GROUP INC

39.69%

Shares7.4K

Event2026-06-30

Filed2026-07-09

VVR

INVESCO SR INCOME TR

-45.82%

Shares152.4K

Event2026-06-30

Filed2026-07-09

FDX

FEDEX CORP

17.01%

Shares1.4K

Event2026-06-30

Filed2026-07-09

RYDER SYS INC

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-09

XBIL

RBB FD INC

-23.26%

Shares9.7K

Event2026-06-30

Filed2026-07-09

LMT

LOCKHEED MARTIN CORP

-1.72%

Shares802

Event2026-06-30

Filed2026-07-09

VONG

VANGUARD SCOTTSDALE FDS

21.09%

Shares4.4K

Event2026-06-30

Filed2026-07-09

AEP

AMERICAN ELEC PWR CO INC

42.20%

Shares3.6K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

New

Shares6.2K

Event2026-06-30

Filed2026-07-09

NMT

NUVEEN MASS QUALITY MUN INC

93.50%

Shares38.5K

Event2026-06-30

Filed2026-07-09

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

ESGV

VANGUARD WORLD FD

New

Shares4.2K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

7.65%

Shares5.9K

Event2026-06-30

Filed2026-07-09

KEY

KEYCORP

30.89%

Shares23.2K

Event2026-06-30

Filed2026-07-09

DFSI

DIMENSIONAL ETF TRUST

New

Shares10.9K

Event2026-06-30

Filed2026-07-09

HYMB

SPDR SERIES TRUST

102.54%

Shares18.7K

Event2026-06-30

Filed2026-07-09

BOEING CO

22.99%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

68.88%

Shares3.8K

Event2026-06-30

Filed2026-07-09

IEV

ISHARES TR

New

Shares6.7K

Event2026-06-30

Filed2026-07-09

VLO

VALERO ENERGY CORP

3.02%

Shares1.8K

Event2026-06-30

Filed2026-07-09

NFJ

VIRTUS DIVIDEND INTEREST & P

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

16.51%

Shares8.9K

Event2026-06-30

Filed2026-07-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

68.06%

Shares13.5K

Event2026-06-30

Filed2026-07-09

RSG

REPUBLIC SVCS INC

67.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

PRU

PRUDENTIAL FINL INC

67.85%

Shares4.5K

Event2026-06-30

Filed2026-07-09

ROST

ROSS STORES INC

3.27%

Shares2.0K

Event2026-06-30

Filed2026-07-09

HACK

AMPLIFY ETF TR

-7.19%

Shares5.8K

Event2026-06-30

Filed2026-07-09

DGRO

ISHARES TR

-9.62%

Shares6.2K

Event2026-06-30

Filed2026-07-09

GWW

WW GRAINGER INC

35.49%

Shares397

Event2026-06-30

Filed2026-07-09

DEERE & CO

9.61%

Shares764

Event2026-06-30

Filed2026-07-09

FAST

FASTENAL CO

65.42%

Shares9.3K

Event2026-06-30

Filed2026-07-09

GRMN

GARMIN LTD

38.03%

Shares1.9K

Event2026-06-30

Filed2026-07-09

TPL

TEXAS PACIFIC LAND CORPORATI

2.27%

Shares901

Event2026-06-30

Filed2026-07-09

JQUA

J P MORGAN EXCHANGE TRADED F

-6.38%

Shares6.9K

Event2026-06-30

Filed2026-07-09

ORLY

OREILLY AUTOMOTIVE INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-09

EWJ

ISHARES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

TDIV

FIRST TR EXCHANGE TRADED FD

29.07%

Shares4.5K

Event2026-06-30

Filed2026-07-09

EOG

EOG RES INC

2.79%

Shares2.9K

Event2026-06-30

Filed2026-07-09

SYY

SYSCO CORP

47.36%

Shares5.9K

Event2026-06-30

Filed2026-07-09

3M CO

8.33%

Shares2.9K

Event2026-06-30

Filed2026-07-09

NUE

NUCOR CORP

32.74%

Shares2.4K

Event2026-06-30

Filed2026-07-09

VBIL

VANGUARD INSTL INDEX FD

New

Shares5.5K

Event2026-06-30

Filed2026-07-09

AFL

AFLAC INC

68.04%

Shares3.7K

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC

10.08%

Shares4.4K

Event2026-06-30

Filed2026-07-09

DFSB

DIMENSIONAL ETF TRUST

6.31%

Shares7.8K

Event2026-06-30

Filed2026-07-09

BMY

BRISTOL-MYERS SQUIBB CO

-9.31%

Shares6.7K

Event2026-06-30

Filed2026-07-09

ESGE

ISHARES INC

10.32%

Shares8.9K

Event2026-06-30

Filed2026-07-09

BSMY

INVESCO EXCH TRD SLF IDX FD

New

Shares16.6K

Event2026-06-30

Filed2026-07-09

IWR

ISHARES TR

-8.51%

Shares4.1K

Event2026-06-30

Filed2026-07-09

IYH

ISHARES TR

-0.12%

Shares6.5K

Event2026-06-30

Filed2026-07-09

PSX

PHILLIPS 66

20.60%

Shares2.2K

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

11.27%

Shares3.5K

Event2026-06-30

Filed2026-07-09

HWM

HOWMET AEROSPACE INC

-6.45%

Shares1.7K

Event2026-06-30

Filed2026-07-09

BAC-PL

BANK AMERICA CORP

0.00%

Shares330

Event2026-06-30

Filed2026-07-09

TLH

ISHARES TR

-8.19%

Shares3.9K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

-2.71%

Shares1.6K

Event2026-06-30

Filed2026-07-09

IBMO

ISHARES TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-09

TEL

TE CONNECTIVITY PLC

-6.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

EPD

ENTERPRISE PRODS PARTNERS L

8.45%

Shares10.3K

Event2026-06-30

Filed2026-07-09

AVGE

AMERICAN CENTY ETF TR

-5.62%

Shares4.4K

Event2026-06-30

Filed2026-07-09

IBMP

ISHARES TR

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-09

FNDA

SCHWAB STRATEGIC TR

-0.06%

Shares11.7K

Event2026-06-30

Filed2026-07-09

SERVICENOW INC

-10.72%

Shares3.6K

Event2026-06-30

Filed2026-07-09

IBMQ

ISHARES TR

0.03%

Shares14.7K

Event2026-06-30

Filed2026-07-09

TEI

TEMPLETON EMERGING MKTS INCO

-7.80%

Shares62.3K

Event2026-06-30

Filed2026-07-09

BKNG

BOOKING HOLDINGS INC

2.33%

Shares88

Event2026-06-30

Filed2026-07-09

HEQ

JOHN HANCOCK DIVERSIFIED INC

0.00%

Shares34.0K

Event2026-06-30

Filed2026-07-09

ITA

ISHARES TR

8.89%

Shares1.7K

Event2026-06-30

Filed2026-07-09

URI

UNITED RENTALS INC

New

Shares500

Event2026-06-30

Filed2026-07-09

GILD

GILEAD SCIENCES INC

3.60%

Shares2.6K

Event2026-06-30

Filed2026-07-09

PFE

PFIZER INC

-37.16%

Shares12.7K

Event2026-06-30

Filed2026-07-09

KROGER CO

1.40%

Shares4.9K

Event2026-06-30

Filed2026-07-09

RMT

ROYCE MICRO-CAP TR INC

0.00%

Shares31.4K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

4.00%

Shares962

Event2026-06-30

Filed2026-07-09

GENERAL DYNAMICS CORP

51.34%

Shares1.0K

Event2026-06-30

Filed2026-07-09

DIA

STATE STR SPDR DOW JONES IND

31.70%

Shares752

Event2026-06-30

Filed2026-07-09

EAOA

ISHARES TR

10.11%

Shares8.6K

Event2026-06-30

Filed2026-07-09

OBIL

RBB FD INC

-16.38%

Shares6.9K

Event2026-06-30

Filed2026-07-09

PKG

PACKAGING CORP AMER

1.11%

Shares1.6K

Event2026-06-30

Filed2026-07-09

KVUE

KENVUE INC

35.48%

Shares20.1K

Event2026-06-30

Filed2026-07-09

DLN

WISDOMTREE TR

0.31%

Shares3.9K

Event2026-06-30

Filed2026-07-09

AOA

ISHARES TR

5.44%

Shares3.9K

Event2026-06-30

Filed2026-07-09

QCOM

QUALCOMM INC

11.70%

Shares2.6K

Event2026-06-30

Filed2026-07-09

EVERSOURCE ENERGY

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

-15.30%

Shares5.6K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

37.49%

Shares3.4K

Event2026-06-30

Filed2026-07-09

CEF

SPROTT ASSET MANAGEMENT LP

37.92%

Shares6.8K

Event2026-06-30

Filed2026-07-09

VOE

VANGUARD INDEX FDS

New

Shares1.8K

Event2026-06-30

Filed2026-07-09

DEHP

DIMENSIONAL ETF TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-09

EFIV

SPDR SERIES TRUST

-52.83%

Shares5.1K

Event2026-06-30

Filed2026-07-09

CGNX

COGNEX CORP

New

Shares6.6K

Event2026-06-30

Filed2026-07-09

SCHC

SCHWAB STRATEGIC TR

0.56%

Shares6.9K

Event2026-06-30

Filed2026-07-09

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares15.5K

Event2026-06-30

Filed2026-07-09

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares6.8K

Event2026-06-30

Filed2026-07-09

BITB

BITWISE BITCOIN ETF TR

New

Shares8.6K

Event2026-06-30

Filed2026-07-09

BDX

BECTON DICKINSON & CO

15.21%

Shares2.0K

Event2026-06-30

Filed2026-07-09

VSGX

VANGUARD WORLD FD

5.96%

Shares4.4K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

New

Shares213

Event2026-06-30

Filed2026-07-09

SPTS

SPDR SERIES TRUST

-19.28%

Shares10.7K

Event2026-06-30

Filed2026-07-09

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-09

ENB

ENBRIDGE INC

-3.76%

Shares5.7K

Event2026-06-30

Filed2026-07-09

MORT

VANECK ETF TRUST

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-09

VLU

SPDR SERIES TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-09

IWO

ISHARES TR

3.35%

Shares957

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

14.47%

Shares3.6K

Event2026-06-30

Filed2026-07-09

ZOETIS INC

-10.93%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SDY

SPDR SERIES TRUST

-1.38%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IBDX

ISHARES TR

11.31%

Shares11.6K

Event2026-06-30

Filed2026-07-09

ASTRAZENECA PLC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

DXIV

DIMENSIONAL ETF TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

SUSC

ISHARES TR

29.33%

Shares12.5K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

New

Shares2.3K

Event2026-06-30

Filed2026-07-09

VLY

VALLEY NATL BANCORP

-1.29%

Shares23.5K

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

VTIP

VANGUARD MALVERN FDS

-13.89%

Shares5.6K

Event2026-06-30

Filed2026-07-09

AVGV

AMERICAN CENTY ETF TR

-6.11%

Shares3.6K

Event2026-06-30

Filed2026-07-09

DFSV

DIMENSIONAL ETF TRUST

-0.35%

Shares8.0K

Event2026-06-30

Filed2026-07-09

NUW

NUVEEN AMT-FREE MUN VALUE FD

0.00%

Shares19.4K

Event2026-06-30

Filed2026-07-09

SAH

SONIC AUTOMOTIVE INC

0.02%

Shares4.1K

Event2026-06-30

Filed2026-07-09

ITM

VANECK ETF TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-07-09

KMB

KIMBERLY-CLARK CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

HOOD

ROBINHOOD MKTS INC

-1.03%

Shares4.0K

Event2026-06-30

Filed2026-07-09

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

IBDY

ISHARES TR

New

Shares10.5K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-06-30

Filed2026-07-09

YUM

YUM BRANDS INC

17.68%

Shares1.7K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-9.26%

Shares5.7K

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

-1.95%

Shares602

Event2026-06-30

Filed2026-07-09

WASTE MGMT INC DEL

5.76%

Shares1.1K

Event2026-06-30

Filed2026-07-09

TCAF

T ROWE PRICE ETF INC

37.81%

Shares7.3K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-09

S&P GLOBAL INC

-22.91%

Shares609

Event2026-06-30

Filed2026-07-09

TMUS

T-MOBILE US INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

IOO

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

SMTC

SEMTECH CORP

0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-09

UAL

UNITED AIRLS HLDGS INC

0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-09

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

MEAR

ISHARES U S ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

MINT

PIMCO ETF TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

AIZ

ASSURANT INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

LZB

LA Z BOY INC

0.04%

Shares7.7K

Event2026-06-30

Filed2026-07-09

CEG

CONSTELLATION ENERGY CORP

New

Shares882

Event2026-06-30

Filed2026-07-09

TRMB

TRIMBLE INC

-33.69%

Shares3.8K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-1.56%

Shares7.9K

Event2026-06-30

Filed2026-07-09

SLB

SLB LIMITED

New

Shares4.8K

Event2026-06-30

Filed2026-07-09

ONEQ

FIDELITY COMWLTH TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-09

DRI

DARDEN RESTAURANTS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

REGN

REGENERON PHARMACEUTICALS

4.64%

Shares316

Event2026-06-30

Filed2026-07-09

ARES CAPITAL CORP

-38.09%

Shares13.5K

Event2026-06-30

Filed2026-07-09

DOW

DOW HLDGS INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-09

CMCSA

COMCAST CORP NEW

New

Shares8.4K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-09

AIVL

WISDOMTREE TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY COVINGTON TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-09

CORTEVA INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

PCEF

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-09

BROADRIDGE FINL SOLUTIONS IN

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

DIVO

AMPLIFY ETF TR

0.81%

Shares5.2K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available