Sponsored

The Analysis of SigFig Wealth Management, LLC's Holdings & P&L

Currently, SigFig Wealth Management, LLC holds 142 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in VO (+1.9M shares, valued at $152.5M), N/A (+146.4K shares, valued at $14.5M), N/A (+17.2K shares, valued at $12.8M); decreased their positions in QUAL (-23.3K shares, valued at $5.1M), EFV (-64.9K shares, valued at $5.0M), IJR (-29.4K shares, valued at $4.3M); initiated new positions in N/A (+147.9K shares, valued at $4.2M), CORO (+107.9K shares, valued at $3.9M), N/A (+68.5K shares, valued at $3.5M).

1M P&L

+27.5M+0.88%

3M P&L

+87.1M+2.85%

HY P&L

-375.1M-10.66%

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/A3.1B

100.0%

2Consumer Electronics517.9K

0.0%

Top Industries by Stock Count

1N/A134 stocks

99.3%

2Consumer Electronics1 stocks

0.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR4.1M shares0.69%2026-06-302026-07-07

ISHARES TR ISHARES TR4.3M shares3.56%2026-06-302026-07-07

GSLC GOLDMAN SACHS ETF TR2.0M shares1.17%2026-06-302026-07-07

IUSB ISHARES TR5.5M shares5.13%2026-06-302026-07-07

GSIE GOLDMAN SACHS ETF TR5.0M shares2.35%2026-06-302026-07-07

LRGF ISHARES TR2.9M shares1.24%2026-06-302026-07-07

VO VANGUARD INDEX FDS2.5M shares308.03%2026-06-302026-07-07

GEM GOLDMAN SACHS ETF TR3.4M shares0.34%2026-06-302026-07-07

Sponsored

ISHARES TR ISHARES TR1.3M shares1.01%2026-06-302026-07-07

USHY ISHARES TR3.2M shares3.67%2026-06-302026-07-07

IEMG ISHARES INC1.4M shares-3.26%2026-06-302026-07-07

PDBC INVESCO ACTVELY MNGD ETC FD6.9M shares3.28%2026-06-302026-07-07

EMB ISHARES TR937.8K shares3.44%2026-06-302026-07-07

ISHARES TR ISHARES TR94.7K shares22.23%2026-06-302026-07-07

SCHX SCHWAB STRATEGIC TR2.1M shares14.07%2026-06-302026-07-07

IJR ISHARES TR403.9K shares-6.79%2026-06-302026-07-07

Sponsored

VOO VANGUARD INDEX FDS64.4K shares-0.55%2026-06-302026-07-07

SPDW SPDR INDEX SHS FDS756.5K shares6.08%2026-06-302026-07-07

VEA VANGUARD TAX-MANAGED FDS476.6K shares-0.52%2026-06-302026-07-07

SPTM SPDR SERIES TRUST281.6K shares-2.32%2026-06-302026-07-07

SMMD ISHARES TR176.9K shares12.51%2026-06-302026-07-07

SPAB SPDR SERIES TRUST620.1K shares8.71%2026-06-302026-07-07

BNDX VANGUARD CHARLOTTE FDS310.7K shares0.51%2026-06-302026-07-07

SCHB SCHWAB STRATEGIC TR523.9K shares0.19%2026-06-302026-07-07

Sponsored

VWO VANGUARD INTL EQUITY INDEX F253.0K shares-1.33%2026-06-302026-07-07

SPEM SPDR INDEX SHS FDS281.5K shares-1.82%2026-06-302026-07-07

BSV VANGUARD BD INDEX FDS183.5K shares1.08%2026-06-302026-07-07

SPYG SPDR SERIES TRUST110.3K shares65.47%2026-06-302026-07-07

SCHF SCHWAB STRATEGIC TR456.5K shares-0.45%2026-06-302026-07-07

SCHE SCHWAB STRATEGIC TR326.1K shares-0.04%2026-06-302026-07-07

IVW ISHARES TR84.4K shares-3.33%2026-06-302026-07-07

DYNF BLACKROCK ETF TRUST168.6K shares-0.63%2026-06-302026-07-07

Sponsored

SCHZ SCHWAB STRATEGIC TR482.2K shares3.07%2026-06-302026-07-07

BIV VANGUARD BD INDEX FDS130.8K shares3.89%2026-06-302026-07-07

IVE ISHARES TR42.8K shares-20.30%2026-06-302026-07-07

VTV VANGUARD INDEX FDS39.5K shares-0.50%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS22.3K shares-1.42%2026-06-302026-07-07

GOVT ISHARES TR314.9K shares9.65%2026-06-302026-07-07

VMBS VANGUARD SCOTTSDALE FDS148.9K shares0.50%2026-06-302026-07-07

BLV VANGUARD BD INDEX FDS98.1K shares0.61%2026-06-302026-07-07

Sponsored

MBB ISHARES TR68.6K shares10.14%2026-06-302026-07-07

SPHY SPDR SERIES TRUST263.6K shares20.40%2026-06-302026-07-07

IWB ISHARES TR15.1K shares-6.41%2026-06-302026-07-07

BND VANGUARD BD INDEX FDS81.6K shares-1.12%2026-06-302026-07-07

EFG ISHARES TR48.8K shares5.10%2026-06-302026-07-07

VXF VANGUARD INDEX FDS24.6K shares-0.89%2026-06-302026-07-07

BAI BLACKROCK ETF TRUST113.5K shares-22.75%2026-06-302026-07-07

TLH ISHARES TR47.5K shares-18.98%2026-06-302026-07-07

Sponsored

SHY ISHARES TR57.7K shares0.49%2026-06-302026-07-07

INTF ISHARES TR115.2K shares-3.11%2026-06-302026-07-07

MTUM ISHARES TR13.8K shares-25.09%2026-06-302026-07-07

BLCR BLACKROCK ETF TRUST89.1K shares11.60%2026-06-302026-07-07

VV VANGUARD INDEX FDS12.7K shares-4.76%2026-06-302026-07-07

BLACKROCK ETF TRUST BLACKROCK ETF TRUST147.9K sharesnew addition2026-06-302026-07-07

PCY INVESCO EXCH TRADED FD TR II190.6K shares3.59%2026-06-302026-07-07

IJH ISHARES TR53.7K shares-4.85%2026-06-302026-07-07

Sponsored

VTEB VANGUARD MUN BD FDS80.1K shares16.92%2026-06-302026-07-07

CORO BLACKROCK ETF TRUST107.9K sharesnew addition2026-06-302026-07-07

IDEF BLACKROCK ETF TRUST117.3K shares20.41%2026-06-302026-07-07

LCTU BLACKROCK ETF TRUST45.0K shares-4.28%2026-06-302026-07-07

ESGU ISHARES TR21.8K shares-2.34%2026-06-302026-07-07

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II68.5K sharesnew addition2026-06-302026-07-07

BCI ABRDN ETFS155.6K shares0.04%2026-06-302026-07-07

FREL FIDELITY COVINGTON TRUST113.3K shares-1.14%2026-06-302026-07-07

Sponsored

EFV ISHARES TR43.8K shares-59.68%2026-06-302026-07-07

TIP ISHARES TR29.5K shares-3.19%2026-06-302026-07-07

IQDG WISDOMTREE TR74.9K shares1.60%2026-06-302026-07-07

THRO BLACKROCK ETF TRUST74.9K shares-38.35%2026-06-302026-07-07

SCHO SCHWAB STRATEGIC TR123.1K shares1.67%2026-06-302026-07-07

VGIT VANGUARD SCOTTSDALE FDS50.0K shares71.45%2026-06-302026-07-07

PXH INVESCO EXCH TRADED FD TR II106.4K shares-5.78%2026-06-302026-07-07

HYMB SPDR SERIES TRUST109.3K shares18.20%2026-06-302026-07-07

Sponsored

PRF INVESCO EXCHANGE TRADED FD T48.7K shares-5.64%2026-06-302026-07-07

DSI ISHARES TR17.5K shares-2.34%2026-06-302026-07-07

SPTS SPDR SERIES TRUST82.3K shares-1.56%2026-06-302026-07-07

EAGG ISHARES TR49.2K shares27.15%2026-06-302026-07-07

MUB ISHARES TR21.2K shares10.16%2026-06-302026-07-07

XMMO INVESCO EXCHANGE TRADED FD T13.6K shares2.78%2026-06-302026-07-07

SPSM SPDR SERIES TRUST36.7K sharesnew addition2026-06-302026-07-07

USXF ISHARES TR28.0K shares-5.22%2026-06-302026-07-07

Sponsored

IWR ISHARES TR17.3K shares-4.29%2026-06-302026-07-07

BINC BLACKROCK ETF TRUST II36.1K shares-51.28%2026-06-302026-07-07

IJS ISHARES TR13.1K shares-5.49%2026-06-302026-07-07

VB VANGUARD INDEX FDS5.7K shares-2.55%2026-06-302026-07-07

SCHP SCHWAB STRATEGIC TR63.3K shares2.23%2026-06-302026-07-07

VTEI VANGUARD MUN BD FDS16.6K shares9.46%2026-06-302026-07-07

SUSC ISHARES TR71.8K shares-27.07%2026-06-302026-07-07

SPIP SPDR SERIES TRUST57.6K shares-1.74%2026-06-302026-07-07

Sponsored

RGLO RUSSELL INVTS EXCHANGE TRADE45.6K shares-3.12%2026-06-302026-07-07

JHML JOHN HANCOCK EXCHANGE TRADED16.4K shares-0.76%2026-06-302026-07-07

USRT ISHARES TR21.2K shares-2.78%2026-06-302026-07-07

IAU ISHARES GOLD TR18.9K shares14.28%2026-06-302026-07-07

ESGE ISHARES INC25.5K shares-18.72%2026-06-302026-07-07

SYSB ISHARES TR14.4K shares6.51%2026-06-302026-07-07

SCHK SCHWAB STRATEGIC TR35.5K shares-7.87%2026-06-302026-07-07

VYMI VANGUARD WHITEHALL FDS12.7K shares11.32%2026-06-302026-07-07

Sponsored

EVUS ISHARES TR32.5K shares0.93%2026-06-302026-07-07

SCHH SCHWAB STRATEGIC TR44.9K shares0.87%2026-06-302026-07-07

VYM VANGUARD WHITEHALL FDS6.7K shares11.38%2026-06-302026-07-07

LMUB ISHARES TR20.6K shares10.63%2026-06-302026-07-07

DMXF ISHARES TR11.9K shares0.75%2026-06-302026-07-07

HYLB DBX ETF TR25.3K shares4.57%2026-06-302026-07-07

SUSB ISHARES TR34.9K sharesnew addition2026-06-302026-07-07

JHMD JOHN HANCOCK EXCHANGE TRADED18.9K shares-0.20%2026-06-302026-07-07

Sponsored

DGRO ISHARES TR10.9K shares4.89%2026-06-302026-07-07

VWOB VANGUARD WHITEHALL FDS12.1K shares-6.54%2026-06-302026-07-07

JHMM JOHN HANCOCK EXCHANGE TRADED10.8K shares-0.79%2026-06-302026-07-07

JHEM JOHN HANCOCK EXCHANGE TRADED19.0K shares-1.91%2026-06-302026-07-07

VUG VANGUARD INDEX FDS8.5K shares541.11%2026-06-302026-07-07

RINT RUSSELL INVTS EXCHANGE TRADE20.3K shares-2.59%2026-06-302026-07-07

BALI BLACKROCK ETF TRUST18.9K shares46.11%2026-06-302026-07-07

DGS WISDOMTREE TR9.4K shares0.66%2026-06-302026-07-07

Sponsored

FNDF SCHWAB STRATEGIC TR10.6K shares-5.35%2026-06-302026-07-07

ESGD ISHARES TR5.2K shares-27.18%2026-06-302026-07-07

AAPL APPLE INC1.8K shares0.00%2026-06-302026-07-07

ISTB ISHARES TR10.6K shares20.38%2026-06-302026-07-07

LCTD BLACKROCK ETF TRUST8.9K shares-3.74%2026-06-302026-07-07

VNQ VANGUARD INDEX FDS5.0K shares-0.83%2026-06-302026-07-07

REMG RUSSELL INVTS EXCHANGE TRADE12.8K shares-3.64%2026-06-302026-07-07

STIP ISHARES TR4.6K sharesnew addition2026-06-302026-07-07

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST5.0K shares30.93%2026-06-302026-07-07

VTES VANGUARD WELLINGTON FD4.3K shares11.29%2026-06-302026-07-07

CLOA BLACKROCK ETF TRUST II8.4K shares-14.86%2026-06-302026-07-07

JHHY JOHN HANCOCK EXCHANGE TRADED16.0K sharesnew addition2026-06-302026-07-07

HYG ISHARES TR5.0K shares-8.18%2026-06-302026-07-07

SPMD SPDR SERIES TRUST5.7K shares0.68%2026-06-302026-07-07

EUSB ISHARES TR7.8K shares11.99%2026-06-302026-07-07

QUAL ISHARES TR1.5K shares-94.02%2026-06-302026-07-07

Sponsored

JHSC JOHN HANCOCK EXCHANGE TRADED6.6K shares-0.12%2026-06-302026-07-07

TFI SPDR SERIES TRUST7.0K shares1.23%2026-06-302026-07-07

ACWX ISHARES TR4.1K shares31.17%2026-06-302026-07-07

IGEB ISHARES TR5.9K shares6.09%2026-06-302026-07-07

HDV ISHARES TR9.4K shares404.34%2026-06-302026-07-07

SHM SPDR SERIES TRUST5.4K shares16.44%2026-06-302026-07-07

HIMU BLACKROCK ETF TRUST II5.1K shares11.19%2026-06-302026-07-07

RUSC RUSSELL INVTS EXCHANGE TRADE6.4K shares-3.40%2026-06-302026-07-07

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD12.6K shares0.91%2026-06-302026-07-07

BSCS INVESCO EXCH TRD SLF IDX FD12.0K shares0.68%2026-06-302026-07-07

BSCR INVESCO EXCH TRD SLF IDX FD12.5K shares0.92%2026-06-302026-07-07

ICLN ISHARES TR11.9K sharesnew addition2026-06-302026-07-07

IAGG ISHARES TR4.4K shares-94.70%2026-06-302026-07-07

EMLC VANECK ETF TRUST8.3K shares0.83%2026-06-302026-07-07

ITOT

ISHARES TR

0.69%

Shares4.1M

Event2026-06-30

Filed2026-07-07

ISHARES TR

3.56%

Shares4.3M

Event2026-06-30

Filed2026-07-07

GSLC

GOLDMAN SACHS ETF TR

1.17%

Shares2.0M

Event2026-06-30

Filed2026-07-07

IUSB

ISHARES TR

5.13%

Shares5.5M

Event2026-06-30

Filed2026-07-07

GSIE

GOLDMAN SACHS ETF TR

2.35%

Shares5.0M

Event2026-06-30

Filed2026-07-07

LRGF

ISHARES TR

1.24%

Shares2.9M

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

308.03%

Shares2.5M

Event2026-06-30

Filed2026-07-07

GEM

GOLDMAN SACHS ETF TR

0.34%

Shares3.4M

Event2026-06-30

Filed2026-07-07

ISHARES TR

1.01%

Shares1.3M

Event2026-06-30

Filed2026-07-07

USHY

ISHARES TR

3.67%

Shares3.2M

Event2026-06-30

Filed2026-07-07

IEMG

ISHARES INC

-3.26%

Shares1.4M

Event2026-06-30

Filed2026-07-07

PDBC

INVESCO ACTVELY MNGD ETC FD

3.28%

Shares6.9M

Event2026-06-30

Filed2026-07-07

EMB

ISHARES TR

3.44%

Shares937.8K

Event2026-06-30

Filed2026-07-07

ISHARES TR

22.23%

Shares94.7K

Event2026-06-30

Filed2026-07-07

SCHX

SCHWAB STRATEGIC TR

14.07%

Shares2.1M

Event2026-06-30

Filed2026-07-07

IJR

ISHARES TR

-6.79%

Shares403.9K

Event2026-06-30

Filed2026-07-07

VOO

VANGUARD INDEX FDS

-0.55%

Shares64.4K

Event2026-06-30

Filed2026-07-07

SPDW

SPDR INDEX SHS FDS

6.08%

Shares756.5K

Event2026-06-30

Filed2026-07-07

VEA

VANGUARD TAX-MANAGED FDS

-0.52%

Shares476.6K

Event2026-06-30

Filed2026-07-07

SPTM

SPDR SERIES TRUST

-2.32%

Shares281.6K

Event2026-06-30

Filed2026-07-07

SMMD

ISHARES TR

12.51%

Shares176.9K

Event2026-06-30

Filed2026-07-07

SPAB

SPDR SERIES TRUST

8.71%

Shares620.1K

Event2026-06-30

Filed2026-07-07

BNDX

VANGUARD CHARLOTTE FDS

0.51%

Shares310.7K

Event2026-06-30

Filed2026-07-07

SCHB

SCHWAB STRATEGIC TR

0.19%

Shares523.9K

Event2026-06-30

Filed2026-07-07

VWO

VANGUARD INTL EQUITY INDEX F

-1.33%

Shares253.0K

Event2026-06-30

Filed2026-07-07

SPEM

SPDR INDEX SHS FDS

-1.82%

Shares281.5K

Event2026-06-30

Filed2026-07-07

BSV

VANGUARD BD INDEX FDS

1.08%

Shares183.5K

Event2026-06-30

Filed2026-07-07

SPYG

SPDR SERIES TRUST

65.47%

Shares110.3K

Event2026-06-30

Filed2026-07-07

SCHF

SCHWAB STRATEGIC TR

-0.45%

Shares456.5K

Event2026-06-30

Filed2026-07-07

SCHE

SCHWAB STRATEGIC TR

-0.04%

Shares326.1K

Event2026-06-30

Filed2026-07-07

IVW

ISHARES TR

-3.33%

Shares84.4K

Event2026-06-30

Filed2026-07-07

DYNF

BLACKROCK ETF TRUST

-0.63%

Shares168.6K

Event2026-06-30

Filed2026-07-07

SCHZ

SCHWAB STRATEGIC TR

3.07%

Shares482.2K

Event2026-06-30

Filed2026-07-07

BIV

VANGUARD BD INDEX FDS

3.89%

Shares130.8K

Event2026-06-30

Filed2026-07-07

IVE

ISHARES TR

-20.30%

Shares42.8K

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

-0.50%

Shares39.5K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-1.42%

Shares22.3K

Event2026-06-30

Filed2026-07-07

GOVT

ISHARES TR

9.65%

Shares314.9K

Event2026-06-30

Filed2026-07-07

VMBS

VANGUARD SCOTTSDALE FDS

0.50%

Shares148.9K

Event2026-06-30

Filed2026-07-07

BLV

VANGUARD BD INDEX FDS

0.61%

Shares98.1K

Event2026-06-30

Filed2026-07-07

MBB

ISHARES TR

10.14%

Shares68.6K

Event2026-06-30

Filed2026-07-07

SPHY

SPDR SERIES TRUST

20.40%

Shares263.6K

Event2026-06-30

Filed2026-07-07

IWB

ISHARES TR

-6.41%

Shares15.1K

Event2026-06-30

Filed2026-07-07

BND

VANGUARD BD INDEX FDS

-1.12%

Shares81.6K

Event2026-06-30

Filed2026-07-07

EFG

ISHARES TR

5.10%

Shares48.8K

Event2026-06-30

Filed2026-07-07

VXF

VANGUARD INDEX FDS

-0.89%

Shares24.6K

Event2026-06-30

Filed2026-07-07

BAI

BLACKROCK ETF TRUST

-22.75%

Shares113.5K

Event2026-06-30

Filed2026-07-07

TLH

ISHARES TR

-18.98%

Shares47.5K

Event2026-06-30

Filed2026-07-07

SHY

ISHARES TR

0.49%

Shares57.7K

Event2026-06-30

Filed2026-07-07

INTF

ISHARES TR

-3.11%

Shares115.2K

Event2026-06-30

Filed2026-07-07

MTUM

ISHARES TR

-25.09%

Shares13.8K

Event2026-06-30

Filed2026-07-07

BLCR

BLACKROCK ETF TRUST

11.60%

Shares89.1K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-4.76%

Shares12.7K

Event2026-06-30

Filed2026-07-07

BLACKROCK ETF TRUST

New

Shares147.9K

Event2026-06-30

Filed2026-07-07

PCY

INVESCO EXCH TRADED FD TR II

3.59%

Shares190.6K

Event2026-06-30

Filed2026-07-07

IJH

ISHARES TR

-4.85%

Shares53.7K

Event2026-06-30

Filed2026-07-07

VTEB

VANGUARD MUN BD FDS

16.92%

Shares80.1K

Event2026-06-30

Filed2026-07-07

CORO

BLACKROCK ETF TRUST

New

Shares107.9K

Event2026-06-30

Filed2026-07-07

IDEF

BLACKROCK ETF TRUST

20.41%

Shares117.3K

Event2026-06-30

Filed2026-07-07

LCTU

BLACKROCK ETF TRUST

-4.28%

Shares45.0K

Event2026-06-30

Filed2026-07-07

ESGU

ISHARES TR

-2.34%

Shares21.8K

Event2026-06-30

Filed2026-07-07

BLACKROCK ETF TRUST II

New

Shares68.5K

Event2026-06-30

Filed2026-07-07

BCI

ABRDN ETFS

0.04%

Shares155.6K

Event2026-06-30

Filed2026-07-07

FREL

FIDELITY COVINGTON TRUST

-1.14%

Shares113.3K

Event2026-06-30

Filed2026-07-07

EFV

ISHARES TR

-59.68%

Shares43.8K

Event2026-06-30

Filed2026-07-07

TIP

ISHARES TR

-3.19%

Shares29.5K

Event2026-06-30

Filed2026-07-07

IQDG

WISDOMTREE TR

1.60%

Shares74.9K

Event2026-06-30

Filed2026-07-07

THRO

BLACKROCK ETF TRUST

-38.35%

Shares74.9K

Event2026-06-30

Filed2026-07-07

SCHO

SCHWAB STRATEGIC TR

1.67%

Shares123.1K

Event2026-06-30

Filed2026-07-07

VGIT

VANGUARD SCOTTSDALE FDS

71.45%

Shares50.0K

Event2026-06-30

Filed2026-07-07

PXH

INVESCO EXCH TRADED FD TR II

-5.78%

Shares106.4K

Event2026-06-30

Filed2026-07-07

HYMB

SPDR SERIES TRUST

18.20%

Shares109.3K

Event2026-06-30

Filed2026-07-07

PRF

INVESCO EXCHANGE TRADED FD T

-5.64%

Shares48.7K

Event2026-06-30

Filed2026-07-07

DSI

ISHARES TR

-2.34%

Shares17.5K

Event2026-06-30

Filed2026-07-07

SPTS

SPDR SERIES TRUST

-1.56%

Shares82.3K

Event2026-06-30

Filed2026-07-07

EAGG

ISHARES TR

27.15%

Shares49.2K

Event2026-06-30

Filed2026-07-07

MUB

ISHARES TR

10.16%

Shares21.2K

Event2026-06-30

Filed2026-07-07

XMMO

INVESCO EXCHANGE TRADED FD T

2.78%

Shares13.6K

Event2026-06-30

Filed2026-07-07

SPSM

SPDR SERIES TRUST

New

Shares36.7K

Event2026-06-30

Filed2026-07-07

USXF

ISHARES TR

-5.22%

Shares28.0K

Event2026-06-30

Filed2026-07-07

IWR

ISHARES TR

-4.29%

Shares17.3K

Event2026-06-30

Filed2026-07-07

BINC

BLACKROCK ETF TRUST II

-51.28%

Shares36.1K

Event2026-06-30

Filed2026-07-07

IJS

ISHARES TR

-5.49%

Shares13.1K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

-2.55%

Shares5.7K

Event2026-06-30

Filed2026-07-07

SCHP

SCHWAB STRATEGIC TR

2.23%

Shares63.3K

Event2026-06-30

Filed2026-07-07

VTEI

VANGUARD MUN BD FDS

9.46%

Shares16.6K

Event2026-06-30

Filed2026-07-07

SUSC

ISHARES TR

-27.07%

Shares71.8K

Event2026-06-30

Filed2026-07-07

SPIP

SPDR SERIES TRUST

-1.74%

Shares57.6K

Event2026-06-30

Filed2026-07-07

RGLO

RUSSELL INVTS EXCHANGE TRADE

-3.12%

Shares45.6K

Event2026-06-30

Filed2026-07-07

JHML

JOHN HANCOCK EXCHANGE TRADED

-0.76%

Shares16.4K

Event2026-06-30

Filed2026-07-07

USRT

ISHARES TR

-2.78%

Shares21.2K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

14.28%

Shares18.9K

Event2026-06-30

Filed2026-07-07

ESGE

ISHARES INC

-18.72%

Shares25.5K

Event2026-06-30

Filed2026-07-07

SYSB

ISHARES TR

6.51%

Shares14.4K

Event2026-06-30

Filed2026-07-07

SCHK

SCHWAB STRATEGIC TR

-7.87%

Shares35.5K

Event2026-06-30

Filed2026-07-07

VYMI

VANGUARD WHITEHALL FDS

11.32%

Shares12.7K

Event2026-06-30

Filed2026-07-07

EVUS

ISHARES TR

0.93%

Shares32.5K

Event2026-06-30

Filed2026-07-07

SCHH

SCHWAB STRATEGIC TR

0.87%

Shares44.9K

Event2026-06-30

Filed2026-07-07

VYM

VANGUARD WHITEHALL FDS

11.38%

Shares6.7K

Event2026-06-30

Filed2026-07-07

LMUB

ISHARES TR

10.63%

Shares20.6K

Event2026-06-30

Filed2026-07-07

DMXF

ISHARES TR

0.75%

Shares11.9K

Event2026-06-30

Filed2026-07-07

HYLB

DBX ETF TR

4.57%

Shares25.3K

Event2026-06-30

Filed2026-07-07

SUSB

ISHARES TR

New

Shares34.9K

Event2026-06-30

Filed2026-07-07

JHMD

JOHN HANCOCK EXCHANGE TRADED

-0.20%

Shares18.9K

Event2026-06-30

Filed2026-07-07

DGRO

ISHARES TR

4.89%

Shares10.9K

Event2026-06-30

Filed2026-07-07

VWOB

VANGUARD WHITEHALL FDS

-6.54%

Shares12.1K

Event2026-06-30

Filed2026-07-07

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.79%

Shares10.8K

Event2026-06-30

Filed2026-07-07

JHEM

JOHN HANCOCK EXCHANGE TRADED

-1.91%

Shares19.0K

Event2026-06-30

Filed2026-07-07

VUG

VANGUARD INDEX FDS

541.11%

Shares8.5K

Event2026-06-30

Filed2026-07-07

RINT

RUSSELL INVTS EXCHANGE TRADE

-2.59%

Shares20.3K

Event2026-06-30

Filed2026-07-07

BALI

BLACKROCK ETF TRUST

46.11%

Shares18.9K

Event2026-06-30

Filed2026-07-07

DGS

WISDOMTREE TR

0.66%

Shares9.4K

Event2026-06-30

Filed2026-07-07

FNDF

SCHWAB STRATEGIC TR

-5.35%

Shares10.6K

Event2026-06-30

Filed2026-07-07

ESGD

ISHARES TR

-27.18%

Shares5.2K

Event2026-06-30

Filed2026-07-07

AAPL

APPLE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-07

ISTB

ISHARES TR

20.38%

Shares10.6K

Event2026-06-30

Filed2026-07-07

LCTD

BLACKROCK ETF TRUST

-3.74%

Shares8.9K

Event2026-06-30

Filed2026-07-07

VNQ

VANGUARD INDEX FDS

-0.83%

Shares5.0K

Event2026-06-30

Filed2026-07-07

REMG

RUSSELL INVTS EXCHANGE TRADE

-3.64%

Shares12.8K

Event2026-06-30

Filed2026-07-07

STIP

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-07

SPDR SERIES TRUST

30.93%

Shares5.0K

Event2026-06-30

Filed2026-07-07

VTES

VANGUARD WELLINGTON FD

11.29%

Shares4.3K

Event2026-06-30

Filed2026-07-07

CLOA

BLACKROCK ETF TRUST II

-14.86%

Shares8.4K

Event2026-06-30

Filed2026-07-07

JHHY

JOHN HANCOCK EXCHANGE TRADED

New

Shares16.0K

Event2026-06-30

Filed2026-07-07

HYG

ISHARES TR

-8.18%

Shares5.0K

Event2026-06-30

Filed2026-07-07

SPMD

SPDR SERIES TRUST

0.68%

Shares5.7K

Event2026-06-30

Filed2026-07-07

EUSB

ISHARES TR

11.99%

Shares7.8K

Event2026-06-30

Filed2026-07-07

QUAL

ISHARES TR

-94.02%

Shares1.5K

Event2026-06-30

Filed2026-07-07

JHSC

JOHN HANCOCK EXCHANGE TRADED

-0.12%

Shares6.6K

Event2026-06-30

Filed2026-07-07

TFI

SPDR SERIES TRUST

1.23%

Shares7.0K

Event2026-06-30

Filed2026-07-07

ACWX

ISHARES TR

31.17%

Shares4.1K

Event2026-06-30

Filed2026-07-07

IGEB

ISHARES TR

6.09%

Shares5.9K

Event2026-06-30

Filed2026-07-07

HDV

ISHARES TR

404.34%

Shares9.4K

Event2026-06-30

Filed2026-07-07

SHM

SPDR SERIES TRUST

16.44%

Shares5.4K

Event2026-06-30

Filed2026-07-07

HIMU

BLACKROCK ETF TRUST II

11.19%

Shares5.1K

Event2026-06-30

Filed2026-07-07

RUSC

RUSSELL INVTS EXCHANGE TRADE

-3.40%

Shares6.4K

Event2026-06-30

Filed2026-07-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.91%

Shares12.6K

Event2026-06-30

Filed2026-07-07

BSCS

INVESCO EXCH TRD SLF IDX FD

0.68%

Shares12.0K

Event2026-06-30

Filed2026-07-07

BSCR

INVESCO EXCH TRD SLF IDX FD

0.92%

Shares12.5K

Event2026-06-30

Filed2026-07-07

ICLN

ISHARES TR

New

Shares11.9K

Event2026-06-30

Filed2026-07-07

IAGG

ISHARES TR

-94.70%

Shares4.4K

Event2026-06-30

Filed2026-07-07

EMLC

VANECK ETF TRUST

0.83%

Shares8.3K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available