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The Analysis of TCI Wealth Advisors, Inc.'s Holdings & P&L

Currently, TCI Wealth Advisors, Inc. holds 265 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in DFUS (+507.7K shares, valued at $41.6M), DUHP (+837.8K shares, valued at $35.0M), DFUV (+580.7K shares, valued at $31.9M); decreased their positions in AMZN (-8.6K shares, valued at $2.1M), DFAX (-39.1K shares, valued at $1.4M), VTES (-13.5K shares, valued at $1.4M); initiated new positions in N/A (+7.6K shares, valued at $1.7M), N/A (+7.6K shares, valued at $1.7M), VSDM (+15.4K shares, valued at $1.2M).

1M P&L

-30.4M-1.35%

3M P&L

+43.3M+1.98%

HY P&L

+289.0M+14.93%

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/A2.0B

90.7%

2Consumer Electronics35.7M

1.6%

3Drug Manufacturers - General20.6M

0.9%

Top Industries by Stock Count

1N/A113 stocks

48.1%

2Semiconductors9 stocks

3.8%

3Drug Manufacturers - General7 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST3.8M shares15.29%2026-06-302026-07-29

DFAS DIMENSIONAL ETF TRUST2.8M shares8.70%2026-06-302026-07-29

DFUV DIMENSIONAL ETF TRUST4.0M shares16.76%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR1.4M shares14.51%2026-06-302026-07-29

DUHP DIMENSIONAL ETF TRUST3.4M shares33.29%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST2.4M shares0.86%2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST2.4M shares18.50%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST1.8M shares10.86%2026-06-302026-07-29

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DFGR DIMENSIONAL ETF TRUST2.8M shares0.76%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR749.7K shares7.47%2026-06-302026-07-29

DIHP DIMENSIONAL ETF TRUST1.6M shares23.37%2026-06-302026-07-29

DFIS DIMENSIONAL ETF TRUST1.6M shares9.51%2026-06-302026-07-29

DFGP DIMENSIONAL ETF TRUST685.4K shares11.50%2026-06-302026-07-29

AAPL APPLE INC123.3K shares-1.22%2026-06-302026-07-29

DFAT DIMENSIONAL ETF TRUST465.3K shares-1.16%2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST800.3K shares-4.66%2026-06-302026-07-29

Sponsored

AVEM AMERICAN CENTY ETF TR229.5K shares-2.07%2026-06-302026-07-29

EBI RBB FUND TRUST336.8K shares0.00%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS57.5K shares5.09%2026-06-302026-07-29

ISHARES TR ISHARES TR200.6K shares-4.65%2026-06-302026-07-29

CAT CATERPILLAR INC14.9K shares-0.05%2026-06-302026-07-29

IJR ISHARES TR106.6K shares-0.59%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR169.3K shares5.45%2026-06-302026-07-29

DFSU DIMENSIONAL ETF TRUST275.1K shares1.51%2026-06-302026-07-29

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DFLV DIMENSIONAL ETF TRUST307.1K shares4.20%2026-06-302026-07-29

MSFT MICROSOFT CORP32.4K shares6.14%2026-06-302026-07-29

ISHARES TR ISHARES TR15.8K shares-0.48%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.3K shares-0.42%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL21.0K shares3.69%2026-06-302026-07-29

DFSV DIMENSIONAL ETF TRUST255.9K shares-2.41%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON38.6K shares-0.13%2026-06-302026-07-29

NVDA NVIDIA CORPORATION46.3K shares-7.59%2026-06-302026-07-29

Sponsored

LLY ELI LILLY & CO6.8K shares0.15%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST196.4K shares4.60%2026-06-302026-07-29

AMZN AMAZON COM INC29.8K shares-22.47%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP51.0K shares1.00%2026-06-302026-07-29

DFAW DIMENSIONAL ETF TRUST77.3K shares-2.30%2026-06-302026-07-29

VTV VANGUARD INDEX FDS29.3K shares1.74%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.4K shares0.58%2026-06-302026-07-29

DCOR DIMENSIONAL ETF TRUST71.2K shares2.18%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC16.2K shares3.75%2026-06-302026-07-29

DFAU DIMENSIONAL ETF TRUST112.0K shares9.59%2026-06-302026-07-29

DFIC DIMENSIONAL ETF TRUST155.3K shares11.63%2026-06-302026-07-29

GOOG ALPHABET INC15.8K shares-3.24%2026-06-302026-07-29

DFEM DIMENSIONAL ETF TRUST134.1K shares-1.02%2026-06-302026-07-29

WWD WOODWARD INC12.5K shares0.00%2026-06-302026-07-29

MCD MCDONALDS CORP19.0K shares-0.84%2026-06-302026-07-29

QUAL ISHARES TR23.2K shares-0.19%2026-06-302026-07-29

Sponsored

DFSI DIMENSIONAL ETF TRUST110.3K shares2.02%2026-06-302026-07-29

CVX CHEVRON CORPORATION27.4K shares1.44%2026-06-302026-07-29

DFSE DIMENSIONAL ETF TRUST84.4K shares-0.76%2026-06-302026-07-29

ABBVIE INC ABBVIE INC15.4K shares1.77%2026-06-302026-07-29

QQQ INVESCO QQQ TR5.2K shares-0.23%2026-06-302026-07-29

AVLV AMERICAN CENTY ETF TR41.9K shares7.79%2026-06-302026-07-29

VOO VANGUARD INDEX FDS5.4K shares3.84%2026-06-302026-07-29

BIV VANGUARD BD INDEX FDS47.5K shares173.51%2026-06-302026-07-29

Sponsored

BSV VANGUARD BD INDEX FDS46.7K shares-0.15%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO11.1K shares3.35%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS42.5K shares-4.43%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS58.8K shares106.45%2026-06-302026-07-29

VTES VANGUARD WELLINGTON FD25.2K shares-34.94%2026-06-302026-07-29

DFSD DIMENSIONAL ETF TRUST52.9K shares1.18%2026-06-302026-07-29

TSLA TESLA INC5.7K shares-5.50%2026-06-302026-07-29

VB VANGUARD INDEX FDS7.9K shares2.55%2026-06-302026-07-29

Sponsored

WMT WALMART INC21.0K shares-1.71%2026-06-302026-07-29

BROADCOM INC BROADCOM INC6.1K shares4.07%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS27.3K shares341.50%2026-06-302026-07-29

VTEI VANGUARD MUN BD FDS21.3K shares0.02%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS7.4K shares-4.98%2026-06-302026-07-29

MCK MCKESSON CORP2.7K shares-0.04%2026-06-302026-07-29

EFA ISHARES TR19.9K shares-0.26%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP18.6K shares-0.11%2026-06-302026-07-29

Sponsored

PG PROCTER & GAMBLE CO13.8K shares-4.36%2026-06-302026-07-29

VBK VANGUARD INDEX FDS5.4K shares0.00%2026-06-302026-07-29

INTC INTEL CORP13.9K shares-27.59%2026-06-302026-07-29

UPSTART HLDGS INC UPSTART HLDGS INC52.7K shares8.92%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO5.3K shares13.36%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC7.6K sharesnew addition2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC3.0K shares-1.90%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC7.6K sharesnew addition2026-06-302026-07-29

Sponsored

PEP PEPSICO INC12.3K shares-14.62%2026-06-302026-07-29

HD HOME DEPOT INC4.7K shares-13.02%2026-06-302026-07-29

IWD ISHARES TR6.5K shares20.97%2026-06-302026-07-29

GE GE AEROSPACE4.1K shares0.32%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC12.4K shares8.74%2026-06-302026-07-29

TXN TEXAS INSTRS INC4.9K shares-0.31%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC5.3K shares1.91%2026-06-302026-07-29

Sponsored

VEU VANGUARD INTL EQUITY INDEX F16.0K shares49.20%2026-06-302026-07-29

VSS VANGUARD INTL EQUITY INDEX F8.6K shares2.35%2026-06-302026-07-29

WSO WATSCO INC3.2K shares2.54%2026-06-302026-07-29

VUG VANGUARD INDEX FDS15.3K shares496.22%2026-06-302026-07-29

PSN PARSONS CORP DEL25.1K shares0.43%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION6.8K shares4.52%2026-06-302026-07-29

3M CO 3M CO7.9K shares-4.84%2026-06-302026-07-29

DVY ISHARES TR8.2K shares-1.33%2026-06-302026-07-29

Sponsored

VISA INC VISA INC3.7K shares1.65%2026-06-302026-07-29

CVS CVS HEALTH CORP12.1K shares-9.14%2026-06-302026-07-29

MRK MERCK & CO INC9.2K shares7.22%2026-06-302026-07-29

VDE VANGUARD WORLD FD7.9K shares3.78%2026-06-302026-07-29

VSDM VANGUARD MUN BD FDS15.4K sharesnew addition2026-06-302026-07-29

AVRE AMERICAN CENTY ETF TR24.6K shares-13.56%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC27.2K shares14.31%2026-06-302026-07-29

GEV GE VERNOVA INC960 shares0.00%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP4.0K shares7.41%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS6.9K shares41.31%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.1K shares5.82%2026-06-302026-07-29

CLX CLOROX CO DEL11.4K shares-0.20%2026-06-302026-07-29

LRCX LAM RESEARCH CORP2.4K shares0.04%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS14.5K shares1.75%2026-06-302026-07-29

T AT&T INC48.3K shares-3.22%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.9K shares3.35%2026-06-302026-07-29

Sponsored

PM PHILIP MORRIS INTL INC5.4K shares4.59%2026-06-302026-07-29

VBR VANGUARD INDEX FDS4.0K shares34.16%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS4.1K shares4.99%2026-06-302026-07-29

NEAR ISHARES U S ETF TR19.1K shares58.45%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR34.9K shares0.18%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR28.5K shares-0.40%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC810 shares6.44%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares27.58%2026-06-302026-07-29

Sponsored

VT VANGUARD INTL EQUITY INDEX F5.7K shares13.29%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 401.3K shares0.00%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC1.2K shares-0.81%2026-06-302026-07-29

QCOM QUALCOMM INC4.7K shares10.10%2026-06-302026-07-29

ISHARES TR ISHARES TR9.0K shares0.00%2026-06-302026-07-29

GWW WW GRAINGER INC641 shares0.00%2026-06-302026-07-29

ABT ABBOTT LABORATORIES9.6K shares-3.38%2026-06-302026-07-29

STIP ISHARES TR8.5K shares0.12%2026-06-302026-07-29

Sponsored

GLD SPDR GOLD TR2.3K shares6.65%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP8.8K shares-4.83%2026-06-302026-07-29

ZION ZIONS BANCORPORATION NATL AS11.7K shares-0.17%2026-06-302026-07-29

DE DEERE & CO1.3K shares3.50%2026-06-302026-07-29

IWF ISHARES TR6.4K shares300.00%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS7.9K shares-15.31%2026-06-302026-07-29

ORACLE CORP ORACLE CORP5.1K shares9.68%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.4K shares-6.35%2026-06-302026-07-29

Sponsored

ITOT ISHARES TR4.2K shares0.00%2026-06-302026-07-29

VGT VANGUARD WORLD FD5.7K shares682.83%2026-06-302026-07-29

MO ALTRIA GROUP INC9.3K shares1.09%2026-06-302026-07-29

GLW CORNING INC2.6K shares5.95%2026-06-302026-07-29

IJH ISHARES TR8.4K shares-8.65%2026-06-302026-07-29

BAC BANK OF AMER CORP11.2K shares-11.73%2026-06-302026-07-29

IFRA ISHARES TR10.1K shares0.00%2026-06-302026-07-29

VXUS VANGUARD STAR FDS7.3K shares99.21%2026-06-302026-07-29

Sponsored

AMGN AMGEN INC1.7K shares-0.06%2026-06-302026-07-29

FDX FEDEX CORP1.9K shares-0.05%2026-06-302026-07-29

AVGE AMERICAN CENTY ETF TR6.1K shares-1.34%2026-06-302026-07-29

EMXC ISHARES INC5.9K shares-18.10%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.8.3K shares6.51%2026-06-302026-07-29

IWR ISHARES TR5.2K shares0.00%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC974 sharesnew addition2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F9.4K shares2.01%2026-06-302026-07-29

Sponsored

MGK VANGUARD WORLD FD6.4K shares529.21%2026-06-302026-07-29

PNW PINNACLE WEST CAP CORP5.1K shares0.06%2026-06-302026-07-29

VLO VALERO ENERGY CORP2.1K shares0.00%2026-06-302026-07-29

AVIV AMERICAN CENTY ETF TR6.7K shares48.09%2026-06-302026-07-29

QTUM ETF SER SOLUTIONS3.0K shares0.00%2026-06-302026-07-29

XEL XCEL ENERGY INC6.2K shares19.66%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR16.4K shares10.15%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR13.4K shares15.71%2026-06-302026-07-29

Sponsored

IWM ISHARES TR1.6K shares-3.65%2026-06-302026-07-29

GTES GATES INDL CORP PLC16.9K shares-12.60%2026-06-302026-07-29

NUE NUCOR CORP2.1K shares0.00%2026-06-302026-07-29

CTAS CINTAS CORP2.6K shares-2.04%2026-06-302026-07-29

DHR DANAHER CORP DEL2.3K shares-1.55%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO4.6K shares5.21%2026-06-302026-07-29

AVSU AMERICAN CENTY ETF TR5.0K shares0.00%2026-06-302026-07-29

USMV ISHARES TR4.5K shares0.00%2026-06-302026-07-29

Sponsored

ISCF ISHARES TR10.1K shares0.00%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP2.1K shares-17.53%2026-06-302026-07-29

BA BOEING CO2.0K shares-0.80%2026-06-302026-07-29

IDV ISHARES TR10.3K shares-1.85%2026-06-302026-07-29

URI UNITED RENTALS INC371 shares0.00%2026-06-302026-07-29

AVSD AMERICAN CENTY ETF TR5.3K shares-6.51%2026-06-302026-07-29

SBUX STARBUCKS CORP4.1K shares-9.53%2026-06-302026-07-29

ITA ISHARES TR1.7K shares2.71%2026-06-302026-07-29

Sponsored

KLAC KLA CORP1.3K sharesnew addition2026-06-302026-07-29

DIS DISNEY WALT CO4.1K shares-3.00%2026-06-302026-07-29

AIQ GLOBAL X FDS5.9K shares0.00%2026-06-302026-07-29

BX BLACKSTONE INC3.3K shares-24.98%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC3.9K shares-18.89%2026-06-302026-07-29

IWN ISHARES TR1.7K shares39.82%2026-06-302026-07-29

COR CENCORA INC1.3K shares-1.98%2026-06-302026-07-29

PFE PFIZER INC15.3K shares0.65%2026-06-302026-07-29

Sponsored

GWX SPDR INDEX SHS FDS8.3K shares0.00%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II1.2K shares0.00%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC4.4K shares-2.46%2026-06-302026-07-29

SOLS SOLSTICE ADVANCED MATLS INC3.9K shares2.04%2026-06-302026-07-29

ATR APTARGROUP INC2.8K shares0.33%2026-06-302026-07-29

ESGV VANGUARD WORLD FD2.6K shares0.00%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.1K shares-36.83%2026-06-302026-07-29

KO COCA COLA CO4.2K shares-2.37%2026-06-302026-07-29

Sponsored

ALL ALLSTATE CORP1.4K shares7.94%2026-06-302026-07-29

IRM IRON MTN INC DEL2.6K shares-4.39%2026-06-302026-07-29

RAA ETF OPPORTUNITIES TRUST11.2K shares0.33%2026-06-302026-07-29

BK BANK OF NY MELLON CORP2.3K shares-3.36%2026-06-302026-07-29

USB US BANCORP5.4K shares-7.57%2026-06-302026-07-29

ESML ISHARES TR5.8K shares0.39%2026-06-302026-07-29

PSX PHILLIPS 661.9K shares14.27%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR8.9K shares19.10%2026-06-302026-07-29

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C6.8K sharesnew addition2026-06-302026-07-29

PPG PPG INDS INC2.5K shares-0.48%2026-06-302026-07-29

AUR AURORA INNOVATION INC44.2K shares-0.01%2026-06-302026-07-29

WFC WELLS FARGO & CO3.6K shares-13.26%2026-06-302026-07-29

SNDK SANDISK CORP132 sharesnew addition2026-06-302026-07-29

MS MORGAN STANLEY1.4K shares-3.50%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC690 sharesnew addition2026-06-302026-07-29

C CITIGROUP INC2.1K shares0.14%2026-06-302026-07-29

Sponsored

IXUS ISHARES TR3.1K shares5.33%2026-06-302026-07-29

ANET ARISTA NETWORKS INC1.7K shares-0.93%2026-06-302026-07-29

ADI ANALOG DEVICES INC727 shares-0.55%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL297 sharesnew addition2026-06-302026-07-29

DTE DTE ENERGY CO1.9K shares0.70%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC950 sharesnew addition2026-06-302026-07-29

PFF ISHARES TR9.3K shares0.00%2026-06-302026-07-29

DINO HF SINCLAIR CORP4.0K shares-8.11%2026-06-302026-07-29

Sponsored

SCHD SCHWAB STRATEGIC TR8.8K shares-1.45%2026-06-302026-07-29

SYK STRYKER CORPORATION882 shares0.00%2026-06-302026-07-29

MDGL MADRIGAL PHARMACEUTICALS INC517 shares0.00%2026-06-302026-07-29

USHY ISHARES TR7.5K shares15.14%2026-06-302026-07-29

TROW PRICE T ROWE GROUP INC2.4K shares0.45%2026-06-302026-07-29

CMI CUMMINS INC380 shares1.33%2026-06-302026-07-29

AVSE AMERICAN CENTY ETF TR3.3K shares-9.46%2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INC10.0K shares2.10%2026-06-302026-07-29

Sponsored

TT TRANE TECHNOLOGIES PLC541 shares-0.18%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T1.2K shares-1.20%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO4.6K shares-0.24%2026-06-302026-07-29

MCO MOODYS CORP578 shares10.52%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC1.9K shares2.72%2026-06-302026-07-29

VBIL VANGUARD INSTL INDEX FD3.4K shares20.60%2026-06-302026-07-29

DFAR DIMENSIONAL ETF TRUST9.7K shares-42.12%2026-06-302026-07-29

SM SM ENERGY COMPANY9.6K shares-47.26%2026-06-302026-07-29

Sponsored

WBS WEBSTER FINL CORP3.2K shares-0.09%2026-06-302026-07-29

MTUM ISHARES TR709 sharesnew addition2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares2.56%2026-06-302026-07-29

CSW CSW INDUSTRIALS INC861 shares0.00%2026-06-302026-07-29

DEXC DIMENSIONAL ETF TRUST2.9K sharesnew addition2026-06-302026-07-29

IVE ISHARES TR1.0K shares0.00%2026-06-302026-07-29

BLK BLACKROCK INC243 sharesnew addition2026-06-302026-07-29

MPC MARATHON PETE CORP910 sharesnew addition2026-06-302026-07-29

Sponsored

TMO THERMO FISHER SCIENTIFIC INC462 shares7.19%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC699 sharesnew addition2026-06-302026-07-29

CORTEVA INC CORTEVA INC2.7K shares-16.08%2026-06-302026-07-29

HUBB HUBBELL INC435 shares0.23%2026-06-302026-07-29

ETN EATON CORP PLC530 sharesnew addition2026-06-302026-07-29

AFL AFLAC INC1.9K shares-0.10%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC532 sharesnew addition2026-06-302026-07-29

VTHR VANGUARD SCOTTSDALE FDS657 sharesnew addition2026-06-302026-07-29

Sponsored

Q QNITY ELECTRONICS INC1.3K sharesnew addition2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC528 shares-0.56%2026-06-302026-07-29

GILD GILEAD SCIENCES INC1.7K sharesnew addition2026-06-302026-07-29

YUM YUM BRANDS INC1.3K shares-0.08%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC610 shares-66.32%2026-06-302026-07-29

DES WISDOMTREE TR5.1K sharesnew addition2026-06-302026-07-29

PPA INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-06-302026-07-29

VOE VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-07-29

Sponsored

IWO ISHARES TR513 sharesnew addition2026-06-302026-07-29

AEYE AUDIOEYE INC22.9K shares0.00%2026-06-302026-07-29

AVO MISSION PRODUCE INC10.2K sharesnew addition2026-06-302026-07-29

THM INTERNATIONAL TOWER HILL MIN42.3K shares0.00%2026-06-302026-07-29

EPRX EUPRAXIA PHARMACEUTICALS INC11.0K shares0.00%2026-06-302026-07-29

CCO CLEAR CHANNEL OUTDOOR HLDGS28.6K shares0.00%2026-06-302026-07-29

REAX THE REAL BROKERAGE INC15.6K shares0.00%2026-06-302026-07-29

TRX TRX GOLD CORPORATION17.7K shares39.45%2026-06-302026-07-29

Sponsored

ABTC AMERICAN BITCOIN CORP.19.9K shares2.81%2026-06-302026-07-29

DFUS

DIMENSIONAL ETF TRUST

15.29%

Shares3.8M

Event2026-06-30

Filed2026-07-29

DFAS

DIMENSIONAL ETF TRUST

8.70%

Shares2.8M

Event2026-06-30

Filed2026-07-29

DFUV

DIMENSIONAL ETF TRUST

16.76%

Shares4.0M

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

14.51%

Shares1.4M

Event2026-06-30

Filed2026-07-29

DUHP

DIMENSIONAL ETF TRUST

33.29%

Shares3.4M

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.86%

Shares2.4M

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

18.50%

Shares2.4M

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

10.86%

Shares1.8M

Event2026-06-30

Filed2026-07-29

DFGR

DIMENSIONAL ETF TRUST

0.76%

Shares2.8M

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

7.47%

Shares749.7K

Event2026-06-30

Filed2026-07-29

DIHP

DIMENSIONAL ETF TRUST

23.37%

Shares1.6M

Event2026-06-30

Filed2026-07-29

DFIS

DIMENSIONAL ETF TRUST

9.51%

Shares1.6M

Event2026-06-30

Filed2026-07-29

DFGP

DIMENSIONAL ETF TRUST

11.50%

Shares685.4K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.22%

Shares123.3K

Event2026-06-30

Filed2026-07-29

DFAT

DIMENSIONAL ETF TRUST

-1.16%

Shares465.3K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

-4.66%

Shares800.3K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

-2.07%

Shares229.5K

Event2026-06-30

Filed2026-07-29

EBI

RBB FUND TRUST

0.00%

Shares336.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

5.09%

Shares57.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-4.65%

Shares200.6K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-0.05%

Shares14.9K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-0.59%

Shares106.6K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

5.45%

Shares169.3K

Event2026-06-30

Filed2026-07-29

DFSU

DIMENSIONAL ETF TRUST

1.51%

Shares275.1K

Event2026-06-30

Filed2026-07-29

DFLV

DIMENSIONAL ETF TRUST

4.20%

Shares307.1K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

6.14%

Shares32.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-0.48%

Shares15.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.42%

Shares15.3K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.69%

Shares21.0K

Event2026-06-30

Filed2026-07-29

DFSV

DIMENSIONAL ETF TRUST

-2.41%

Shares255.9K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-0.13%

Shares38.6K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-7.59%

Shares46.3K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

4.60%

Shares196.4K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-22.47%

Shares29.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

1.00%

Shares51.0K

Event2026-06-30

Filed2026-07-29

DFAW

DIMENSIONAL ETF TRUST

-2.30%

Shares77.3K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

1.74%

Shares29.3K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

0.58%

Shares6.4K

Event2026-06-30

Filed2026-07-29

DCOR

DIMENSIONAL ETF TRUST

2.18%

Shares71.2K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

3.75%

Shares16.2K

Event2026-06-30

Filed2026-07-29

DFAU

DIMENSIONAL ETF TRUST

9.59%

Shares112.0K

Event2026-06-30

Filed2026-07-29

DFIC

DIMENSIONAL ETF TRUST

11.63%

Shares155.3K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-3.24%

Shares15.8K

Event2026-06-30

Filed2026-07-29

DFEM

DIMENSIONAL ETF TRUST

-1.02%

Shares134.1K

Event2026-06-30

Filed2026-07-29

WWD

WOODWARD INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-0.84%

Shares19.0K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-0.19%

Shares23.2K

Event2026-06-30

Filed2026-07-29

DFSI

DIMENSIONAL ETF TRUST

2.02%

Shares110.3K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

1.44%

Shares27.4K

Event2026-06-30

Filed2026-07-29

DFSE

DIMENSIONAL ETF TRUST

-0.76%

Shares84.4K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

1.77%

Shares15.4K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-0.23%

Shares5.2K

Event2026-06-30

Filed2026-07-29

AVLV

AMERICAN CENTY ETF TR

7.79%

Shares41.9K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

3.84%

Shares5.4K

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD BD INDEX FDS

173.51%

Shares47.5K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

-0.15%

Shares46.7K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

3.35%

Shares11.1K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-4.43%

Shares42.5K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

106.45%

Shares58.8K

Event2026-06-30

Filed2026-07-29

VTES

VANGUARD WELLINGTON FD

-34.94%

Shares25.2K

Event2026-06-30

Filed2026-07-29

DFSD

DIMENSIONAL ETF TRUST

1.18%

Shares52.9K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-5.50%

Shares5.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

2.55%

Shares7.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-1.71%

Shares21.0K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

4.07%

Shares6.1K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

341.50%

Shares27.3K

Event2026-06-30

Filed2026-07-29

VTEI

VANGUARD MUN BD FDS

0.02%

Shares21.3K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-4.98%

Shares7.4K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

-0.26%

Shares19.9K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

-0.11%

Shares18.6K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-4.36%

Shares13.8K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-27.59%

Shares13.9K

Event2026-06-30

Filed2026-07-29

UPSTART HLDGS INC

8.92%

Shares52.7K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

13.36%

Shares5.3K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-1.90%

Shares3.0K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares7.6K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-14.62%

Shares12.3K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-13.02%

Shares4.7K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

20.97%

Shares6.5K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

0.32%

Shares4.1K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

8.74%

Shares12.4K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-0.31%

Shares4.9K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

1.91%

Shares5.3K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

49.20%

Shares16.0K

Event2026-06-30

Filed2026-07-29

VSS

VANGUARD INTL EQUITY INDEX F

2.35%

Shares8.6K

Event2026-06-30

Filed2026-07-29

WSO

WATSCO INC

2.54%

Shares3.2K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

496.22%

Shares15.3K

Event2026-06-30

Filed2026-07-29

PSN

PARSONS CORP DEL

0.43%

Shares25.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

4.52%

Shares6.8K

Event2026-06-30

Filed2026-07-29

3M CO

-4.84%

Shares7.9K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

-1.33%

Shares8.2K

Event2026-06-30

Filed2026-07-29

VISA INC

1.65%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

-9.14%

Shares12.1K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

7.22%

Shares9.2K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

3.78%

Shares7.9K

Event2026-06-30

Filed2026-07-29

VSDM

VANGUARD MUN BD FDS

New

Shares15.4K

Event2026-06-30

Filed2026-07-29

AVRE

AMERICAN CENTY ETF TR

-13.56%

Shares24.6K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

14.31%

Shares27.2K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

0.00%

Shares960

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

7.41%

Shares4.0K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

41.31%

Shares6.9K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

5.82%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CLX

CLOROX CO DEL

-0.20%

Shares11.4K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

1.75%

Shares14.5K

Event2026-06-30

Filed2026-07-29

AT&T INC

-3.22%

Shares48.3K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

3.35%

Shares1.9K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

4.59%

Shares5.4K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

34.16%

Shares4.0K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

4.99%

Shares4.1K

Event2026-06-30

Filed2026-07-29

NEAR

ISHARES U S ETF TR

58.45%

Shares19.1K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

0.18%

Shares34.9K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-0.40%

Shares28.5K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

6.44%

Shares810

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

27.58%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

13.29%

Shares5.7K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

-0.81%

Shares1.2K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

10.10%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

0.00%

Shares641

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-3.38%

Shares9.6K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR

0.12%

Shares8.5K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

6.65%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-4.83%

Shares8.8K

Event2026-06-30

Filed2026-07-29

ZION

ZIONS BANCORPORATION NATL AS

-0.17%

Shares11.7K

Event2026-06-30

Filed2026-07-29

DEERE & CO

3.50%

Shares1.3K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.00%

Shares6.4K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

-15.31%

Shares7.9K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

9.68%

Shares5.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-6.35%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

682.83%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

1.09%

Shares9.3K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

5.95%

Shares2.6K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-8.65%

Shares8.4K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-11.73%

Shares11.2K

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

99.21%

Shares7.3K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AVGE

AMERICAN CENTY ETF TR

-1.34%

Shares6.1K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

-18.10%

Shares5.9K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

6.51%

Shares8.3K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

New

Shares974

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

2.01%

Shares9.4K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

529.21%

Shares6.4K

Event2026-06-30

Filed2026-07-29

PNW

PINNACLE WEST CAP CORP

0.06%

Shares5.1K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

AVIV

AMERICAN CENTY ETF TR

48.09%

Shares6.7K

Event2026-06-30

Filed2026-07-29

QTUM

ETF SER SOLUTIONS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

XEL

XCEL ENERGY INC

19.66%

Shares6.2K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

10.15%

Shares16.4K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

15.71%

Shares13.4K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-3.65%

Shares1.6K

Event2026-06-30

Filed2026-07-29

GTES

GATES INDL CORP PLC

-12.60%

Shares16.9K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

-2.04%

Shares2.6K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

-1.55%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

5.21%

Shares4.6K

Event2026-06-30

Filed2026-07-29

AVSU

AMERICAN CENTY ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

ISCF

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

-17.53%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

-0.80%

Shares2.0K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

-1.85%

Shares10.3K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

0.00%

Shares371

Event2026-06-30

Filed2026-07-29

AVSD

AMERICAN CENTY ETF TR

-6.51%

Shares5.3K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-9.53%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

2.71%

Shares1.7K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-3.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

-24.98%

Shares3.3K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

-18.89%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

39.82%

Shares1.7K

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

-1.98%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

0.65%

Shares15.3K

Event2026-06-30

Filed2026-07-29

GWX

SPDR INDEX SHS FDS

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-2.46%

Shares4.4K

Event2026-06-30

Filed2026-07-29

SOLS

SOLSTICE ADVANCED MATLS INC

2.04%

Shares3.9K

Event2026-06-30

Filed2026-07-29

ATR

APTARGROUP INC

0.33%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-36.83%

Shares1.1K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-2.37%

Shares4.2K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

7.94%

Shares1.4K

Event2026-06-30

Filed2026-07-29

IRM

IRON MTN INC DEL

-4.39%

Shares2.6K

Event2026-06-30

Filed2026-07-29

RAA

ETF OPPORTUNITIES TRUST

0.33%

Shares11.2K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

-3.36%

Shares2.3K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-7.57%

Shares5.4K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

0.39%

Shares5.8K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

14.27%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

19.10%

Shares8.9K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.8K

Event2026-06-30

Filed2026-07-29

PPG

PPG INDS INC

-0.48%

Shares2.5K

Event2026-06-30

Filed2026-07-29

AUR

AURORA INNOVATION INC

-0.01%

Shares44.2K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-13.26%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares132

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-3.50%

Shares1.4K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares690

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

5.33%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-0.93%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

-0.55%

Shares727

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares297

Event2026-06-30

Filed2026-07-29

DTE

DTE ENERGY CO

0.70%

Shares1.9K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares950

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-29

DINO

HF SINCLAIR CORP

-8.11%

Shares4.0K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-1.45%

Shares8.8K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

0.00%

Shares882

Event2026-06-30

Filed2026-07-29

MDGL

MADRIGAL PHARMACEUTICALS INC

0.00%

Shares517

Event2026-06-30

Filed2026-07-29

USHY

ISHARES TR

15.14%

Shares7.5K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

0.45%

Shares2.4K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

1.33%

Shares380

Event2026-06-30

Filed2026-07-29

AVSE

AMERICAN CENTY ETF TR

-9.46%

Shares3.3K

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

2.10%

Shares10.0K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-0.18%

Shares541

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

-1.20%

Shares1.2K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-0.24%

Shares4.6K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

10.52%

Shares578

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

2.72%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VBIL

VANGUARD INSTL INDEX FD

20.60%

Shares3.4K

Event2026-06-30

Filed2026-07-29

DFAR

DIMENSIONAL ETF TRUST

-42.12%

Shares9.7K

Event2026-06-30

Filed2026-07-29

SM ENERGY COMPANY

-47.26%

Shares9.6K

Event2026-06-30

Filed2026-07-29

WBS

WEBSTER FINL CORP

-0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

New

Shares709

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

2.56%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CSW

CSW INDUSTRIALS INC

0.00%

Shares861

Event2026-06-30

Filed2026-07-29

DEXC

DIMENSIONAL ETF TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

New

Shares243

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

New

Shares910

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

7.19%

Shares462

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

New

Shares699

Event2026-06-30

Filed2026-07-29

CORTEVA INC

-16.08%

Shares2.7K

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INC

0.23%

Shares435

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

New

Shares530

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

-0.10%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

New

Shares532

Event2026-06-30

Filed2026-07-29

VTHR

VANGUARD SCOTTSDALE FDS

New

Shares657

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

-0.56%

Shares528

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

-0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-66.32%

Shares610

Event2026-06-30

Filed2026-07-29

DES

WISDOMTREE TR

New

Shares5.1K

Event2026-06-30

Filed2026-07-29

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

New

Shares513

Event2026-06-30

Filed2026-07-29

AEYE

AUDIOEYE INC

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-29

AVO

MISSION PRODUCE INC

New

Shares10.2K

Event2026-06-30

Filed2026-07-29

THM

INTERNATIONAL TOWER HILL MIN

0.00%

Shares42.3K

Event2026-06-30

Filed2026-07-29

EPRX

EUPRAXIA PHARMACEUTICALS INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-29

CCO

CLEAR CHANNEL OUTDOOR HLDGS

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-29

REAX

THE REAL BROKERAGE INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-29

TRX

TRX GOLD CORPORATION

39.45%

Shares17.7K

Event2026-06-30

Filed2026-07-29

ABTC

AMERICAN BITCOIN CORP.

2.81%

Shares19.9K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

AAPL Call CallAPPLE INC1.0K sharesnew addition2026-06-302026-07-29

AAPL Call

APPLE INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

Put Option Holdings

No put option holdings data available