Sponsored

The Analysis of Sharkey, Howes & Javer's Holdings & P&L

Currently, Sharkey, Howes & Javer holds 162 types of securities in its portfolio with a total value $827.9M. In the most recent quarter, they have increased their positions in N/A (+57.1K shares, valued at $42.8M), N/A (+865.3K shares, valued at $24.3M), N/A (+315.9K shares, valued at $15.9M); decreased their positions in QUAL (-112.5K shares, valued at $24.7M), EFV (-175.1K shares, valued at $13.4M), IAGG (-261.1K shares, valued at $13.2M); initiated new positions in N/A (+865.3K shares, valued at $24.3M), N/A (+315.9K shares, valued at $15.9M), JAAA (+43.4K shares, valued at $2.2M).

1M P&L

-8.2M-1.30%

3M P&L

+642.0K+0.10%

HY P&L

+538.2K+0.09%

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/A632.3M

97.6%

2Tools & Accessories2.4M

0.4%

3Semiconductors2.1M

0.3%

Top Industries by Stock Count

1N/A123 stocks

83.7%

2Internet Content & Information2 stocks

1.4%

3Semiconductors2 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR165.8K shares52.58%2026-06-302026-07-09

IUSB ISHARES TR1.2M shares21.95%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST749.3K shares-0.06%2026-06-302026-07-09

IVW ISHARES TR369.8K shares-0.27%2026-06-302026-07-09

IVE ISHARES TR158.4K shares-15.59%2026-06-302026-07-09

GOVT ISHARES TR1.3M shares28.80%2026-06-302026-07-09

BAI BLACKROCK ETF TRUST473.4K shares-20.21%2026-06-302026-07-09

BLACKROCK ETF TRUST BLACKROCK ETF TRUST865.3K sharesnew addition2026-06-302026-07-09

Sponsored

IEMG ISHARES INC248.5K shares-31.78%2026-06-302026-07-09

MBB ISHARES TR215.2K shares5.40%2026-06-302026-07-09

BLCR BLACKROCK ETF TRUST400.4K shares40.77%2026-06-302026-07-09

CORO BLACKROCK ETF TRUST534.5K shares105.03%2026-06-302026-07-09

QUAL ISHARES TR77.8K shares-59.11%2026-06-302026-07-09

MTUM ISHARES TR48.6K shares-26.30%2026-06-302026-07-09

ESGU ISHARES TR99.2K shares-2.51%2026-06-302026-07-09

EFG ISHARES TR130.4K shares-3.31%2026-06-302026-07-09

Sponsored

THRO BLACKROCK ETF TRUST372.8K shares-27.97%2026-06-302026-07-09

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II315.9K sharesnew addition2026-06-302026-07-09

IDEF BLACKROCK ETF TRUST446.7K shares43.48%2026-06-302026-07-09

EFV ISHARES TR163.4K shares-51.72%2026-06-302026-07-09

TLH ISHARES TR100.1K shares-29.08%2026-06-302026-07-09

BINC BLACKROCK ETF TRUST II172.8K shares-39.28%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR294.7K shares-1.36%2026-06-302026-07-09

IAU ISHARES GOLD TR103.9K shares15.79%2026-06-302026-07-09

Sponsored

SPYV SPDR SERIES TRUST122.2K shares2.91%2026-06-302026-07-09

TLT ISHARES TR83.1K shares-35.21%2026-06-302026-07-09

SHLD GLOBAL X FDS113.0K shares9.65%2026-06-302026-07-09

ACWX ISHARES TR74.4K shares62.66%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.3K shares-56.47%2026-06-302026-07-09

VOO VANGUARD INDEX FDS7.1K shares1.04%2026-06-302026-07-09

EAGG ISHARES TR100.8K shares27.14%2026-06-302026-07-09

LCTU BLACKROCK ETF TRUST55.8K shares-2.00%2026-06-302026-07-09

Sponsored

MGK VANGUARD WORLD FD47.4K shares378.17%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR132.2K shares-4.06%2026-06-302026-07-09

SPMO INVESCO EXCH TRADED FD TR II21.9K shares-13.24%2026-06-302026-07-09

MUB ISHARES TR32.3K shares7.48%2026-06-302026-07-09

IWF ISHARES TR27.0K shares300.16%2026-06-302026-07-09

SUSC ISHARES TR141.9K shares-21.77%2026-06-302026-07-09

TOTL SSGA ACTIVE ETF TR81.3K shares-47.17%2026-06-302026-07-09

IXUS ISHARES TR33.0K shares1.82%2026-06-302026-07-09

Sponsored

SYSB ISHARES TR35.3K shares24.56%2026-06-302026-07-09

QUS SPDR SERIES TRUST16.2K shares-45.02%2026-06-302026-07-09

TCAF T ROWE PRICE EXCHANGE-TRADED73.3K shares0.00%2026-06-302026-07-09

DSI ISHARES TR20.9K shares-6.11%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR14.7K shares-0.91%2026-06-302026-07-09

JIRE J P MORGAN EXCHANGE TRADED F33.3K shares6.21%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST30.1K shares118.23%2026-06-302026-07-09

USXF ISHARES TR35.6K shares-7.86%2026-06-302026-07-09

Sponsored

IXN ISHARES TR16.9K shares-18.72%2026-06-302026-07-09

IBIT ISHARES BITCOIN TRUST ETF72.4K shares33.32%2026-06-302026-07-09

LECO LINCOLN ELEC HLDGS INC8.9K shares0.00%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS6.2K shares1.66%2026-06-302026-07-09

XLSR SSGA ACTIVE TR34.8K shares-52.83%2026-06-302026-07-09

JAAA JANUS DETROIT STR TR43.4K sharesnew addition2026-06-302026-07-09

AVEM AMERICAN CENTY ETF TR21.1K shares-35.82%2026-06-302026-07-09

IYW ISHARES TR7.9K shares-0.20%2026-06-302026-07-09

Sponsored

ACWI ISHARES TR12.4K shares-5.66%2026-06-302026-07-09

IWB ISHARES TR4.5K shares-4.44%2026-06-302026-07-09

ADI ANALOG DEVICES INC4.6K shares-5.85%2026-06-302026-07-09

SUSB ISHARES TR68.2K sharesnew addition2026-06-302026-07-09

MSFT MICROSOFT CORP4.5K shares1.09%2026-06-302026-07-09

QQQM INVESCO EXCH TRADED FD TR II5.4K shares0.00%2026-06-302026-07-09

ESGE ISHARES INC29.3K shares-21.44%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR42.5K shares0.00%2026-06-302026-07-09

Sponsored

IAGG ISHARES TR30.9K shares-89.43%2026-06-302026-07-09

QUANTA SVCS INC QUANTA SVCS INC2.1K shares-7.00%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T6.7K shares10.22%2026-06-302026-07-09

FENI FIDELITY COVINGTON TRUST35.3K shares-12.16%2026-06-302026-07-09

SPEM SPDR INDEX SHS FDS27.2K shares-52.14%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-9.75%2026-06-302026-07-09

AAPL APPLE INC4.7K shares-2.63%2026-06-302026-07-09

EVUS ISHARES TR37.7K shares-2.26%2026-06-302026-07-09

Sponsored

SPMD SPDR SERIES TRUST18.8K shares-46.40%2026-06-302026-07-09

IWD ISHARES TR5.2K shares0.12%2026-06-302026-07-09

OEF ISHARES TR3.3K shares-68.51%2026-06-302026-07-09

HYBL SSGA ACTIVE TR43.2K shares-53.28%2026-06-302026-07-09

DELL DELL TECHNOLOGIES INC2.8K shares0.00%2026-06-302026-07-09

SPSM SPDR SERIES TRUST20.5K shares-55.92%2026-06-302026-07-09

CERY SPDR SERIES TRUST35.4K shares-52.65%2026-06-302026-07-09

DMXF ISHARES TR13.9K shares-4.82%2026-06-302026-07-09

Sponsored

SPDW SPDR INDEX SHS FDS23.3K shares-57.82%2026-06-302026-07-09

EUSA ISHARES INC10.0K shares0.00%2026-06-302026-07-09

IJR ISHARES TR7.3K shares-9.86%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR45.9K shares28.71%2026-06-302026-07-09

IJH ISHARES TR13.3K shares1.37%2026-06-302026-07-09

APH AMPHENOL CORP5.5K shares0.00%2026-06-302026-07-09

PAVE GLOBAL X FDS16.5K shares0.00%2026-06-302026-07-09

EUSB ISHARES TR20.6K shares15.48%2026-06-302026-07-09

Sponsored

VT VANGUARD INTL EQUITY INDEX F5.4K shares-15.78%2026-06-302026-07-09

IDU ISHARES TR6.9K shares0.12%2026-06-302026-07-09

STIP ISHARES TR7.5K sharesnew addition2026-06-302026-07-09

GCOW PACER FDS TR17.8K shares0.00%2026-06-302026-07-09

BBAG J P MORGAN EXCHANGE TRADED F16.7K shares-26.70%2026-06-302026-07-09

IWP ISHARES TR5.1K shares0.00%2026-06-302026-07-09

QQQ INVESCO QQQ TR1.0K shares-17.50%2026-06-302026-07-09

GOOGL ALPHABET INC2.0K shares0.00%2026-06-302026-07-09

Sponsored

ITOT ISHARES TR4.1K shares0.00%2026-06-302026-07-09

LMUB ISHARES TR13.1K shares14.59%2026-06-302026-07-09

EMHC SPDR SERIES TRUST26.3K shares-52.73%2026-06-302026-07-09

GLD SPDR GOLD TR1.8K shares-49.81%2026-06-302026-07-09

SPLB SPDR SERIES TRUST29.5K shares-54.96%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR20.8K shares0.24%2026-06-302026-07-09

LCTD BLACKROCK ETF TRUST10.7K shares-9.17%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR17.6K shares11.75%2026-06-302026-07-09

Sponsored

MEAR ISHARES U S ETF TR11.3K shares-16.42%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP4.1K shares-7.29%2026-06-302026-07-09

ISHARES TR ISHARES TR5.7K shares-2.86%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST6.7K shares14.36%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION2.9K shares0.07%2026-06-302026-07-09

SPYG SPDR SERIES TRUST4.2K shares-26.00%2026-06-302026-07-09

TIPX SPDR SERIES TRUST26.2K shares-48.45%2026-06-302026-07-09

IQDG WISDOMTREE TR11.3K shares-5.49%2026-06-302026-07-09

Sponsored

XLF SELECT SECTOR SPDR TR9.0K shares0.03%2026-06-302026-07-09

ESGD ISHARES TR4.7K shares-40.62%2026-06-302026-07-09

SPMB SPDR SERIES TRUST21.2K shares-5.98%2026-06-302026-07-09

XTEN BONDBLOXX ETF TRUST10.1K shares-30.49%2026-06-302026-07-09

IWM ISHARES TR1.5K shares-4.09%2026-06-302026-07-09

XLI SELECT SECTOR SPDR TR2.5K shares0.00%2026-06-302026-07-09

SPTL SPDR SERIES TRUST17.2K shares-53.45%2026-06-302026-07-09

GOOG ALPHABET INC1.2K shares0.00%2026-06-302026-07-09

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION469 shares0.21%2026-06-302026-07-09

HD HOME DEPOT INC1.2K shares0.41%2026-06-302026-07-09

EMB ISHARES TR4.4K shares-30.78%2026-06-302026-07-09

UNP UNION PAC CORP1.5K sharesnew addition2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares0.00%2026-06-302026-07-09

SPAB SPDR SERIES TRUST15.7K shares-11.10%2026-06-302026-07-09

JQUA J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F6.1K shares-29.82%2026-06-302026-07-09

Sponsored

BROADCOM INC BROADCOM INC960 shares0.00%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR2.3K shares0.00%2026-06-302026-07-09

ICLN ISHARES TR17.3K sharesnew addition2026-06-302026-07-09

AXP AMERICAN EXPRESS CO1.0K shares0.00%2026-06-302026-07-09

XLY SELECT SECTOR SPDR TR3.0K shares0.00%2026-06-302026-07-09

EBND SPDR SERIES TRUST16.1K shares-52.70%2026-06-302026-07-09

IFRA ISHARES TR5.2K shares0.00%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC2.7K shares-21.75%2026-06-302026-07-09

Sponsored

VLUE ISHARES TR1.6K shares0.96%2026-06-302026-07-09

JPEM J P MORGAN EXCHANGE TRADED F5.0K shares-31.21%2026-06-302026-07-09

EFA ISHARES TR3.0K shares-36.35%2026-06-302026-07-09

JNJ JOHNSON & JOHNSON1.2K shares0.00%2026-06-302026-07-09

TSLA TESLA INC662 sharesnew addition2026-06-302026-07-09

CVX CHEVRON CORPORATION1.7K shares0.00%2026-06-302026-07-09

QDIV GLOBAL X FDS7.4K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR2.8K shares0.25%2026-06-302026-07-09

Sponsored

ICVT ISHARES TR2.2K shares-57.34%2026-06-302026-07-09

TMO THERMO FISHER SCIENTIFIC INC526 shares0.00%2026-06-302026-07-09

AMZN AMAZON COM INC1.1K shares0.00%2026-06-302026-07-09

CWI SPDR INDEX SHS FDS6.3K shares0.00%2026-06-302026-07-09

FGDL FRANKLIN TEMPLETON HOLDINGS4.8K shares22.15%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS3.5K shares0.09%2026-06-302026-07-09

XLP SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-07-09

EMXC ISHARES INC2.4K sharesnew addition2026-06-302026-07-09

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY624 shares-10.09%2026-06-302026-07-09

PG PROCTER & GAMBLE CO1.6K shares0.00%2026-06-302026-07-09

MCO MOODYS CORP502 shares0.00%2026-06-302026-07-09

HEFA ISHARES TR4.8K shares-0.64%2026-06-302026-07-09

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-09

EDV VANGUARD WORLD FD3.4K shares-28.34%2026-06-302026-07-09

SCHY SCHWAB STRATEGIC TR6.7K shares0.00%2026-06-302026-07-09

LLY ELI LILLY & CO170 sharesnew addition2026-06-302026-07-09

Sponsored

XEL XCEL ENERGY INC2.5K sharesnew addition2026-06-302026-07-09

RC READY CAPITAL CORP16.2K shares0.00%2026-06-302026-07-09

ISHARES TR

52.58%

Shares165.8K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

21.95%

Shares1.2M

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

-0.06%

Shares749.3K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

-0.27%

Shares369.8K

Event2026-06-30

Filed2026-07-09

IVE

ISHARES TR

-15.59%

Shares158.4K

Event2026-06-30

Filed2026-07-09

GOVT

ISHARES TR

28.80%

Shares1.3M

Event2026-06-30

Filed2026-07-09

BAI

BLACKROCK ETF TRUST

-20.21%

Shares473.4K

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST

New

Shares865.3K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-31.78%

Shares248.5K

Event2026-06-30

Filed2026-07-09

MBB

ISHARES TR

5.40%

Shares215.2K

Event2026-06-30

Filed2026-07-09

BLCR

BLACKROCK ETF TRUST

40.77%

Shares400.4K

Event2026-06-30

Filed2026-07-09

CORO

BLACKROCK ETF TRUST

105.03%

Shares534.5K

Event2026-06-30

Filed2026-07-09

QUAL

ISHARES TR

-59.11%

Shares77.8K

Event2026-06-30

Filed2026-07-09

MTUM

ISHARES TR

-26.30%

Shares48.6K

Event2026-06-30

Filed2026-07-09

ESGU

ISHARES TR

-2.51%

Shares99.2K

Event2026-06-30

Filed2026-07-09

EFG

ISHARES TR

-3.31%

Shares130.4K

Event2026-06-30

Filed2026-07-09

THRO

BLACKROCK ETF TRUST

-27.97%

Shares372.8K

Event2026-06-30

Filed2026-07-09

BLACKROCK ETF TRUST II

New

Shares315.9K

Event2026-06-30

Filed2026-07-09

IDEF

BLACKROCK ETF TRUST

43.48%

Shares446.7K

Event2026-06-30

Filed2026-07-09

EFV

ISHARES TR

-51.72%

Shares163.4K

Event2026-06-30

Filed2026-07-09

TLH

ISHARES TR

-29.08%

Shares100.1K

Event2026-06-30

Filed2026-07-09

BINC

BLACKROCK ETF TRUST II

-39.28%

Shares172.8K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-1.36%

Shares294.7K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

15.79%

Shares103.9K

Event2026-06-30

Filed2026-07-09

SPYV

SPDR SERIES TRUST

2.91%

Shares122.2K

Event2026-06-30

Filed2026-07-09

TLT

ISHARES TR

-35.21%

Shares83.1K

Event2026-06-30

Filed2026-07-09

SHLD

GLOBAL X FDS

9.65%

Shares113.0K

Event2026-06-30

Filed2026-07-09

ACWX

ISHARES TR

62.66%

Shares74.4K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

-56.47%

Shares7.3K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

1.04%

Shares7.1K

Event2026-06-30

Filed2026-07-09

EAGG

ISHARES TR

27.14%

Shares100.8K

Event2026-06-30

Filed2026-07-09

LCTU

BLACKROCK ETF TRUST

-2.00%

Shares55.8K

Event2026-06-30

Filed2026-07-09

MGK

VANGUARD WORLD FD

378.17%

Shares47.4K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-4.06%

Shares132.2K

Event2026-06-30

Filed2026-07-09

SPMO

INVESCO EXCH TRADED FD TR II

-13.24%

Shares21.9K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

7.48%

Shares32.3K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

300.16%

Shares27.0K

Event2026-06-30

Filed2026-07-09

SUSC

ISHARES TR

-21.77%

Shares141.9K

Event2026-06-30

Filed2026-07-09

TOTL

SSGA ACTIVE ETF TR

-47.17%

Shares81.3K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

1.82%

Shares33.0K

Event2026-06-30

Filed2026-07-09

SYSB

ISHARES TR

24.56%

Shares35.3K

Event2026-06-30

Filed2026-07-09

QUS

SPDR SERIES TRUST

-45.02%

Shares16.2K

Event2026-06-30

Filed2026-07-09

TCAF

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares73.3K

Event2026-06-30

Filed2026-07-09

DSI

ISHARES TR

-6.11%

Shares20.9K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

-0.91%

Shares14.7K

Event2026-06-30

Filed2026-07-09

JIRE

J P MORGAN EXCHANGE TRADED F

6.21%

Shares33.3K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

118.23%

Shares30.1K

Event2026-06-30

Filed2026-07-09

USXF

ISHARES TR

-7.86%

Shares35.6K

Event2026-06-30

Filed2026-07-09

IXN

ISHARES TR

-18.72%

Shares16.9K

Event2026-06-30

Filed2026-07-09

IBIT

ISHARES BITCOIN TRUST ETF

33.32%

Shares72.4K

Event2026-06-30

Filed2026-07-09

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

1.66%

Shares6.2K

Event2026-06-30

Filed2026-07-09

XLSR

SSGA ACTIVE TR

-52.83%

Shares34.8K

Event2026-06-30

Filed2026-07-09

JAAA

JANUS DETROIT STR TR

New

Shares43.4K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

-35.82%

Shares21.1K

Event2026-06-30

Filed2026-07-09

IYW

ISHARES TR

-0.20%

Shares7.9K

Event2026-06-30

Filed2026-07-09

ACWI

ISHARES TR

-5.66%

Shares12.4K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-4.44%

Shares4.5K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

-5.85%

Shares4.6K

Event2026-06-30

Filed2026-07-09

SUSB

ISHARES TR

New

Shares68.2K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

1.09%

Shares4.5K

Event2026-06-30

Filed2026-07-09

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-09

ESGE

ISHARES INC

-21.44%

Shares29.3K

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares42.5K

Event2026-06-30

Filed2026-07-09

IAGG

ISHARES TR

-89.43%

Shares30.9K

Event2026-06-30

Filed2026-07-09

QUANTA SVCS INC

-7.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

10.22%

Shares6.7K

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY COVINGTON TRUST

-12.16%

Shares35.3K

Event2026-06-30

Filed2026-07-09

SPEM

SPDR INDEX SHS FDS

-52.14%

Shares27.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-9.75%

Shares2.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-2.63%

Shares4.7K

Event2026-06-30

Filed2026-07-09

EVUS

ISHARES TR

-2.26%

Shares37.7K

Event2026-06-30

Filed2026-07-09

SPMD

SPDR SERIES TRUST

-46.40%

Shares18.8K

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

0.12%

Shares5.2K

Event2026-06-30

Filed2026-07-09

OEF

ISHARES TR

-68.51%

Shares3.3K

Event2026-06-30

Filed2026-07-09

HYBL

SSGA ACTIVE TR

-53.28%

Shares43.2K

Event2026-06-30

Filed2026-07-09

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-09

SPSM

SPDR SERIES TRUST

-55.92%

Shares20.5K

Event2026-06-30

Filed2026-07-09

CERY

SPDR SERIES TRUST

-52.65%

Shares35.4K

Event2026-06-30

Filed2026-07-09

DMXF

ISHARES TR

-4.82%

Shares13.9K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

-57.82%

Shares23.3K

Event2026-06-30

Filed2026-07-09

EUSA

ISHARES INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-9.86%

Shares7.3K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

28.71%

Shares45.9K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

1.37%

Shares13.3K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

PAVE

GLOBAL X FDS

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-09

EUSB

ISHARES TR

15.48%

Shares20.6K

Event2026-06-30

Filed2026-07-09

VANGUARD INTL EQUITY INDEX F

-15.78%

Shares5.4K

Event2026-06-30

Filed2026-07-09

IDU

ISHARES TR

0.12%

Shares6.9K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-09

GCOW

PACER FDS TR

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-09

BBAG

J P MORGAN EXCHANGE TRADED F

-26.70%

Shares16.7K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-17.50%

Shares1.0K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-09

LMUB

ISHARES TR

14.59%

Shares13.1K

Event2026-06-30

Filed2026-07-09

EMHC

SPDR SERIES TRUST

-52.73%

Shares26.3K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

-49.81%

Shares1.8K

Event2026-06-30

Filed2026-07-09

SPLB

SPDR SERIES TRUST

-54.96%

Shares29.5K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

0.24%

Shares20.8K

Event2026-06-30

Filed2026-07-09

LCTD

BLACKROCK ETF TRUST

-9.17%

Shares10.7K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

11.75%

Shares17.6K

Event2026-06-30

Filed2026-07-09

MEAR

ISHARES U S ETF TR

-16.42%

Shares11.3K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-7.29%

Shares4.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-2.86%

Shares5.7K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

14.36%

Shares6.7K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

-26.00%

Shares4.2K

Event2026-06-30

Filed2026-07-09

TIPX

SPDR SERIES TRUST

-48.45%

Shares26.2K

Event2026-06-30

Filed2026-07-09

IQDG

WISDOMTREE TR

-5.49%

Shares11.3K

Event2026-06-30

Filed2026-07-09

XLF

SELECT SECTOR SPDR TR

0.03%

Shares9.0K

Event2026-06-30

Filed2026-07-09

ESGD

ISHARES TR

-40.62%

Shares4.7K

Event2026-06-30

Filed2026-07-09

SPMB

SPDR SERIES TRUST

-5.98%

Shares21.2K

Event2026-06-30

Filed2026-07-09

XTEN

BONDBLOXX ETF TRUST

-30.49%

Shares10.1K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-4.09%

Shares1.5K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

SPTL

SPDR SERIES TRUST

-53.45%

Shares17.2K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

0.21%

Shares469

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-09

EMB

ISHARES TR

-30.78%

Shares4.4K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

SPAB

SPDR SERIES TRUST

-11.10%

Shares15.7K

Event2026-06-30

Filed2026-07-09

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-29.82%

Shares6.1K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

0.00%

Shares960

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-09

ICLN

ISHARES TR

New

Shares17.3K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

EBND

SPDR SERIES TRUST

-52.70%

Shares16.1K

Event2026-06-30

Filed2026-07-09

IFRA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-21.75%

Shares2.7K

Event2026-06-30

Filed2026-07-09

VLUE

ISHARES TR

0.96%

Shares1.6K

Event2026-06-30

Filed2026-07-09

JPEM

J P MORGAN EXCHANGE TRADED F

-31.21%

Shares5.0K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-36.35%

Shares3.0K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

New

Shares662

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

QDIV

GLOBAL X FDS

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ICVT

ISHARES TR

-57.34%

Shares2.2K

Event2026-06-30

Filed2026-07-09

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares526

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CWI

SPDR INDEX SHS FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-09

FGDL

FRANKLIN TEMPLETON HOLDINGS

22.15%

Shares4.8K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

0.09%

Shares3.5K

Event2026-06-30

Filed2026-07-09

XLP

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-09

EMXC

ISHARES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-09

ELV

ELEVANCE HEALTH INC FORMERLY

-10.09%

Shares624

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-09

MCO

MOODYS CORP

0.00%

Shares502

Event2026-06-30

Filed2026-07-09

HEFA

ISHARES TR

-0.64%

Shares4.8K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-09

EDV

VANGUARD WORLD FD

-28.34%

Shares3.4K

Event2026-06-30

Filed2026-07-09

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

New

Shares170

Event2026-06-30

Filed2026-07-09

XEL

XCEL ENERGY INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-09

READY CAPITAL CORP

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

QUANTA SVCS INC Put PutQUANTA SVCS INC1.2K sharesnew addition2026-06-302026-07-09

QUANTA SVCS INC Put

QUANTA SVCS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09