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The Analysis of Valmark Advisers, Inc.'s Holdings & P&L

Currently, Valmark Advisers, Inc. holds 726 types of securities in its portfolio with a total value $9.4B. In the most recent quarter, they have increased their positions in SPSB (+1.7M shares, valued at $50.6M), VGIT (+428.5K shares, valued at $25.3M), USIG (+390.5K shares, valued at $20.0M); decreased their positions in EMXC (-259.1K shares, valued at $26.5M), FLRN (-700.3K shares, valued at $21.6M), SPSM (-310.7K shares, valued at $17.9M); initiated new positions in VBIL (+18.3K shares, valued at $1.4M), LQTI (+38.3K shares, valued at $740.3K), DFSD (+15.5K shares, valued at $738.4K).

1M P&L

+218.0M+2.43%

3M P&L

+120.3M+1.32%

HY P&L

+249.7M+2.79%

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/A8.7B

95.7%

2Consumer Electronics58.9M

0.6%

3Semiconductors37.3M

0.4%

Top Industries by Stock Count

1N/A450 stocks

66.5%

2Semiconductors11 stocks

1.6%

3Drug Manufacturers - General9 stocks

1.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS12.1M shares-0.21%2026-06-302026-08-06

SPYG SPDR SERIES TRUST4.7M shares-2.99%2026-06-302026-08-06

SPYV SPDR SERIES TRUST9.3M shares2.94%2026-06-302026-08-06

SPMD SPDR SERIES TRUST7.1M shares-1.61%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS7.3M shares3.87%2026-06-302026-08-06

VOO VANGUARD INDEX FDS498.0K shares-0.74%2026-06-302026-08-06

SPSB SPDR SERIES TRUST10.8M shares18.46%2026-06-302026-08-06

SPSM SPDR SERIES TRUST5.1M shares-5.74%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.6M shares0.58%2026-06-302026-08-06

SPTM SPDR SERIES TRUST3.0M shares0.74%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS3.6M shares13.65%2026-06-302026-08-06

GUNR FLEXSHARES TR3.8M shares9.58%2026-06-302026-08-06

REET ISHARES TR6.7M shares2.90%2026-06-302026-08-06

USIG ISHARES TR3.4M shares12.95%2026-06-302026-08-06

EMXC ISHARES INC1.5M shares-14.43%2026-06-302026-08-06

HYLB DBX ETF TR3.7M shares10.72%2026-06-302026-08-06

Sponsored

BSV VANGUARD BD INDEX FDS1.7M shares4.87%2026-06-302026-08-06

EMLC VANECK ETF TRUST5.0M shares10.15%2026-06-302026-08-06

SMLF ISHARES TR1.3M shares-4.03%2026-06-302026-08-06

LQD ISHARES TR920.8K shares3.30%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE1.7M shares2.84%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR2.6M shares-1.25%2026-06-302026-08-06

VMBS VANGUARD SCOTTSDALE FDS1.8M shares11.85%2026-06-302026-08-06

HYBB ISHARES TR1.8M shares16.30%2026-06-302026-08-06

Sponsored

CGGR CAPITAL GROUP GROWTH ETF1.7M shares6.52%2026-06-302026-08-06

CGDG CAPITAL GROUP DIVIDEND GROWE2.1M shares3.37%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS1.4M shares7.09%2026-06-302026-08-06

IVW ISHARES TR569.9K shares-3.97%2026-06-302026-08-06

XSOE WISDOMTREE TR1.5M shares-7.88%2026-06-302026-08-06

IJH ISHARES TR877.9K shares-2.52%2026-06-302026-08-06

WISDOMTREE TR WISDOMTREE TR2.4M shares2.85%2026-06-302026-08-06

IVE ISHARES TR277.7K shares-1.97%2026-06-302026-08-06

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET1.4M shares2.75%2026-06-302026-08-06

AAPL APPLE INC203.6K shares-1.47%2026-06-302026-08-06

ISHARES TR ISHARES TR76.6K shares18.37%2026-06-302026-08-06

CGCB CAPITAL GRP FIXED INCM ETF T2.2M shares5.49%2026-06-302026-08-06

CGCP CAPITAL GRP FIXED INCM ETF T2.2M shares7.84%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS134.4K shares1.05%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F590.6K shares-7.78%2026-06-302026-08-06

CGMS CAPITAL GRP FIXED INCM ETF T1.8M shares16.30%2026-06-302026-08-06

Sponsored

VYM VANGUARD WHITEHALL FDS272.0K shares3.42%2026-06-302026-08-06

BINC BLACKROCK ETF TRUST II770.2K shares31.26%2026-06-302026-08-06

CGGO CAPITAL GROUP GBL GROWTH EQT951.1K shares13.08%2026-06-302026-08-06

BNDX VANGUARD CHARLOTTE FDS796.5K shares7.94%2026-06-302026-08-06

IJR ISHARES TR259.4K shares-6.50%2026-06-302026-08-06

ITOT ISHARES TR223.8K shares-3.75%2026-06-302026-08-06

VXF VANGUARD INDEX FDS148.8K shares1.13%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS151.8K shares-1.24%2026-06-302026-08-06

Sponsored

IUSG ISHARES TR179.7K shares-4.37%2026-06-302026-08-06

EFA ISHARES TR323.9K shares1.41%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F663.7K shares-26.86%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL62.4K shares2.53%2026-06-302026-08-06

SGOV ISHARES TR287.4K shares16.85%2026-06-302026-08-06

DVY ISHARES TR179.2K shares-1.27%2026-06-302026-08-06

IWY ISHARES TR88.0K shares-16.95%2026-06-302026-08-06

RDVY FIRST TR EXCHANGE TRADED FD290.6K shares-7.84%2026-06-302026-08-06

Sponsored

DWM WISDOMTREE TR309.1K shares-0.14%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS442.8K shares1.61%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS282.1K shares-1.42%2026-06-302026-08-06

MSFT MICROSOFT CORP58.0K shares-1.43%2026-06-302026-08-06

VTV VANGUARD INDEX FDS95.4K shares-4.99%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR455.0K shares12.27%2026-06-302026-08-06

NVDA NVIDIA CORPORATION100.4K shares1.59%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS370.4K shares1.45%2026-06-302026-08-06

Sponsored

PVAL PUTNAM ETF TRUST366.8K shares27.16%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST185.1K shares5.30%2026-06-302026-08-06

STIP ISHARES TR156.0K shares1.38%2026-06-302026-08-06

FTGC FIRST TR EXCHANGE TRAD FD VI580.5K shares-6.29%2026-06-302026-08-06

CGMM CAPITAL GROUP EQUITY ETF TR468.8K shares124.68%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS156.2K shares-1.54%2026-06-302026-08-06

XLV SELECT SECTOR SPDR TR93.0K shares-22.51%2026-06-302026-08-06

FELG FIDELITY COVINGTON TRUST330.5K shares8.36%2026-06-302026-08-06

Sponsored

USMV ISHARES TR148.8K shares-18.19%2026-06-302026-08-06

AMZN AMAZON COM INC58.8K shares7.27%2026-06-302026-08-06

CGSD CAPITAL GRP FIXED INCM ETF T544.4K shares11.36%2026-06-302026-08-06

DGRO ISHARES TR183.5K shares13.64%2026-06-302026-08-06

DES WISDOMTREE TR334.8K shares-4.02%2026-06-302026-08-06

DEM WISDOMTREE TR250.2K shares0.32%2026-06-302026-08-06

LGLV SPDR SERIES TRUST74.1K shares41.67%2026-06-302026-08-06

QQQ INVESCO QQQ TR17.6K shares52.62%2026-06-302026-08-06

Sponsored

CGBL CAPITAL GROUP CORE BALANCED315.0K shares101.92%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO36.5K shares-0.49%2026-06-302026-08-06

VO VANGUARD INDEX FDS147.1K shares308.00%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F209.3K shares44.89%2026-06-302026-08-06

TDTT FLEXSHARES TR484.8K shares1.15%2026-06-302026-08-06

ISHARES TR ISHARES TR116.5K shares-8.81%2026-06-302026-08-06

CGGE CAPITAL GROUP GLOBAL EQUITY324.0K shares108.68%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS224.7K shares20.38%2026-06-302026-08-06

Sponsored

DFIV DIMENSIONAL ETF TRUST207.2K shares208.16%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.9K shares-5.14%2026-06-302026-08-06

VB VANGUARD INDEX FDS35.9K shares1.13%2026-06-302026-08-06

MUB ISHARES TR100.5K shares12.32%2026-06-302026-08-06

CGCV CAPITAL GROUP CONSERVATIVE E323.6K shares15.29%2026-06-302026-08-06

HDEF DBX ETF TR330.1K shares5.57%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F68.4K shares-6.71%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP72.7K shares5.01%2026-06-302026-08-06

Sponsored

PG PROCTER & GAMBLE CO65.7K shares-1.70%2026-06-302026-08-06

XLE SELECT SECTOR SPDR TR179.7K shares-8.75%2026-06-302026-08-06

FLRN SPDR SERIES TRUST294.7K shares-70.38%2026-06-302026-08-06

HOLA J P MORGAN EXCHANGE TRADED F156.0K shares9.70%2026-06-302026-08-06

SPBO SPDR SERIES TRUST296.5K shares-3.94%2026-06-302026-08-06

BILS SPDR SERIES TRUST86.3K shares4.79%2026-06-302026-08-06

XLP SELECT SECTOR SPDR TR102.2K shares-3.22%2026-06-302026-08-06

GOOGL ALPHABET INC23.7K shares-1.52%2026-06-302026-08-06

Sponsored

SCHB SCHWAB STRATEGIC TR291.0K shares0.96%2026-06-302026-08-06

DYNF BLACKROCK ETF TRUST123.8K shares5.86%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR338.2K shares0.07%2026-06-302026-08-06

GOOG ALPHABET INC22.9K shares10.16%2026-06-302026-08-06

CGHM CAPITAL GRP FIXED INCM ETF T309.3K shares4.82%2026-06-302026-08-06

BOND PIMCO ETF TR86.2K shares382.71%2026-06-302026-08-06

VUG VANGUARD INDEX FDS89.8K shares549.56%2026-06-302026-08-06

FV FIRST TR EXCHANGE TRADED FD101.1K shares2.43%2026-06-302026-08-06

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL204.1K shares33.96%2026-06-302026-08-06

IUSV ISHARES TR67.2K shares-0.52%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F47.2K shares3.96%2026-06-302026-08-06

WMT WALMART INC64.6K shares-6.22%2026-06-302026-08-06

VXUS VANGUARD STAR FDS85.5K shares8.09%2026-06-302026-08-06

TOTL SSGA ACTIVE ETF TR185.2K shares612.06%2026-06-302026-08-06

IWF ISHARES TR57.8K shares303.69%2026-06-302026-08-06

DBMF LITMAN GREGORY FDS TR234.0K shares7.28%2026-06-302026-08-06

Sponsored

VOOG VANGUARD ADMIRAL FDS INC86.2K shares489.29%2026-06-302026-08-06

TSLA TESLA INC16.9K shares0.85%2026-06-302026-08-06

PULS PGIM ETF TR142.7K shares106.24%2026-06-302026-08-06

VUSB VANGUARD BD INDEX FDS140.9K shares86.37%2026-06-302026-08-06

LLY ELI LILLY & CO5.8K shares1.25%2026-06-302026-08-06

IYW ISHARES TR27.7K shares1.04%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR36.5K shares-8.93%2026-06-302026-08-06

EBND SPDR SERIES TRUST322.2K shares1.28%2026-06-302026-08-06

Sponsored

GNR SPDR INDEX SHS FDS99.9K shares-1.98%2026-06-302026-08-06

IWD ISHARES TR26.8K shares0.54%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR234.0K shares2.97%2026-06-302026-08-06

NLR VANECK ETF TRUST55.3K shares-2.03%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR216.6K shares0.02%2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR139.5K shares3.37%2026-06-302026-08-06

SCHP SCHWAB STRATEGIC TR236.8K shares2.79%2026-06-302026-08-06

XT ISHARES TR73.5K shares-1.26%2026-06-302026-08-06

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JAAA JANUS DETROIT STR TR120.2K shares11.56%2026-06-302026-08-06

CWI SPDR INDEX SHS FDS148.6K shares-1.46%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON23.6K shares-0.41%2026-06-302026-08-06

EFG ISHARES TR46.6K shares1.04%2026-06-302026-08-06

IBDR ISHARES TR238.8K shares27.86%2026-06-302026-08-06

IBDS ISHARES TR238.9K shares28.39%2026-06-302026-08-06

IVOO VANGUARD ADMIRAL FDS INC44.1K shares-2.58%2026-06-302026-08-06

ISHARES TR ISHARES TR57.9K shares2.94%2026-06-302026-08-06

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SUB ISHARES TR52.4K shares14.16%2026-06-302026-08-06

HELO J P MORGAN EXCHANGE TRADED F81.4K shares7.54%2026-06-302026-08-06

CMF ISHARES TR95.4K shares18.29%2026-06-302026-08-06

IEMG ISHARES INC66.3K shares9.45%2026-06-302026-08-06

CGXU CAPITAL GROUP INTL FOCUS EQT157.6K shares2.59%2026-06-302026-08-06

FUTY FIDELITY COVINGTON TRUST92.2K shares0.89%2026-06-302026-08-06

FPE FIRST TR EXCH TRADED FD III298.4K shares4.40%2026-06-302026-08-06

RWO SPDR INDEX SHS FDS105.4K shares-0.21%2026-06-302026-08-06

Sponsored

OAIM UNIFIED SER TR108.9K shares9.89%2026-06-302026-08-06

CGNG CAPITAL GROUP NEW GEOGRAPHY135.9K shares157.27%2026-06-302026-08-06

HYG ISHARES TR62.6K shares-6.14%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC42.0K shares-1.69%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T23.0K shares7.42%2026-06-302026-08-06

CAT CATERPILLAR INC4.6K shares-0.56%2026-06-302026-08-06

TMSL T ROWE PRICE EXCHANGE-TRADED110.1K shares7.45%2026-06-302026-08-06

MTUM ISHARES TR13.8K shares0.22%2026-06-302026-08-06

Sponsored

MCD MCDONALDS CORP17.4K shares0.99%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR129.5K shares0.59%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS47.6K shares5.37%2026-06-302026-08-06

IBDT ISHARES TR179.0K shares20.30%2026-06-302026-08-06

IBD NORTHERN LTS FD TR IV187.4K shares0.50%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS57.9K shares3.77%2026-06-302026-08-06

FNDX SCHWAB STRATEGIC TR141.6K shares16.65%2026-06-302026-08-06

IAGG ISHARES TR86.0K shares-1.77%2026-06-302026-08-06

Sponsored

META PLATFORMS INC META PLATFORMS INC7.7K shares-5.40%2026-06-302026-08-06

IWL ISHARES TR23.3K shares-13.39%2026-06-302026-08-06

USTB VICTORY PORTFOLIOS II84.1K shares31.61%2026-06-302026-08-06

SCHM SCHWAB STRATEGIC TR115.1K shares0.70%2026-06-302026-08-06

IBDU ISHARES TR181.4K shares24.16%2026-06-302026-08-06

IQLT ISHARES TR83.4K shares6.48%2026-06-302026-08-06

HD HOME DEPOT INC11.7K shares-0.70%2026-06-302026-08-06

FHLC FIDELITY COVINGTON TRUST52.8K shares-0.13%2026-06-302026-08-06

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WORLD GOLD TR WORLD GOLD TR51.0K shares12.11%2026-06-302026-08-06

IBTG ISHARES TR174.5K shares38.73%2026-06-302026-08-06

VOOV VANGUARD ADMIRAL FDS INC18.1K shares-1.42%2026-06-302026-08-06

IBTH ISHARES TR176.9K shares39.31%2026-06-302026-08-06

ESGV VANGUARD WORLD FD29.9K shares-0.38%2026-06-302026-08-06

FVD FIRST TR EXCHANGE-TRADED FD81.3K shares-1.59%2026-06-302026-08-06

GEV GE VERNOVA INC3.3K shares13.35%2026-06-302026-08-06

GE GE AEROSPACE10.3K shares-0.51%2026-06-302026-08-06

Sponsored

VDE VANGUARD WORLD FD25.7K shares1.31%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC6.6K shares-2.13%2026-06-302026-08-06

FTCS FIRST TR EXCHANGE-TRADED FD39.6K shares-8.50%2026-06-302026-08-06

ISTB ISHARES TR75.1K shares9.07%2026-06-302026-08-06

FRDM EA SERIES TRUST49.2K shares23.02%2026-06-302026-08-06

MGC VANGUARD WORLD FD13.1K shares-5.44%2026-06-302026-08-06

EEM ISHARES TR51.9K shares0.04%2026-06-302026-08-06

VIOO VANGUARD ADMIRAL FDS INC25.6K shares-12.93%2026-06-302026-08-06

Sponsored

MGK VANGUARD WORLD FD39.7K shares398.35%2026-06-302026-08-06

BUFG FIRST TR EXCHNG TRADED FD VI118.5K shares41.04%2026-06-302026-08-06

MRK MERCK & CO INC26.9K shares-5.09%2026-06-302026-08-06

IBDV ISHARES TR156.4K shares27.86%2026-06-302026-08-06

IXUS ISHARES TR35.5K shares2.45%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC7.0K shares22.53%2026-06-302026-08-06

IWR ISHARES TR29.7K shares0.01%2026-06-302026-08-06

BROADCOM INC BROADCOM INC8.6K shares0.95%2026-06-302026-08-06

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T117.3K shares21.76%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC36.2K shares-3.08%2026-06-302026-08-06

GLTR ABRDN PRECIOUS METALS BASKET17.4K shares3.85%2026-06-302026-08-06

UNP UNION PAC CORP11.4K shares0.00%2026-06-302026-08-06

AMGN AMGEN INC8.5K shares-2.19%2026-06-302026-08-06

KO COCA COLA CO38.0K shares0.49%2026-06-302026-08-06

PMAR INNOVATOR ETFS TRUST64.6K shares0.05%2026-06-302026-08-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F49.3K shares6.50%2026-06-302026-08-06

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GLD SPDR GOLD TR8.2K shares15.83%2026-06-302026-08-06

ADI ANALOG DEVICES INC7.6K shares1.13%2026-06-302026-08-06

SPMB SPDR SERIES TRUST133.0K shares-23.68%2026-06-302026-08-06

PTL NORTHERN LTS FD TR IV10.2K shares1.19%2026-06-302026-08-06

IBDW ISHARES TR140.1K shares30.62%2026-06-302026-08-06

COWZ PACER FDS TR46.6K shares9.98%2026-06-302026-08-06

FESM FIDELITY COVINGTON TRUST59.9K shares5.23%2026-06-302026-08-06

FTSL FIRST TR EXCHANGE-TRADED FD64.4K shares7.99%2026-06-302026-08-06

Sponsored

ETN EATON CORP PLC6.8K shares0.84%2026-06-302026-08-06

ELCV STRATEGY SHS86.7K shares3.28%2026-06-302026-08-06

CVX CHEVRON CORPORATION17.2K shares0.39%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC2.5K shares17.47%2026-06-302026-08-06

VHT VANGUARD WORLD FD9.4K shares-1.30%2026-06-302026-08-06

VGT VANGUARD WORLD FD23.6K shares761.15%2026-06-302026-08-06

KLAC KLA CORP9.2K shares929.00%2026-06-302026-08-06

VISA INC VISA INC8.1K shares2.06%2026-06-302026-08-06

Sponsored

HDV ISHARES TR98.0K shares420.68%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN12.0K shares-1.56%2026-06-302026-08-06

ABBVIE INC ABBVIE INC10.3K shares-6.26%2026-06-302026-08-06

UITB VICTORY PORTFOLIOS II55.5K shares30.00%2026-06-302026-08-06

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ITW ILLINOIS TOOL WKS INC9.4K shares-0.37%2026-06-302026-08-06

QUAL ISHARES TR11.5K shares0.05%2026-06-302026-08-06

IWM ISHARES TR8.4K shares-4.38%2026-06-302026-08-06

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RTX CORPORATION RTX CORPORATION13.2K shares3.96%2026-06-302026-08-06

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SCHZ SCHWAB STRATEGIC TR104.0K shares-5.61%2026-06-302026-08-06

HYD VANECK ETF TRUST46.4K shares5.30%2026-06-302026-08-06

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SLYV SPDR SERIES TRUST21.8K shares-3.18%2026-06-302026-08-06

GOVT ISHARES TR103.9K shares1.07%2026-06-302026-08-06

IBMO ISHARES TR91.9K shares12.97%2026-06-302026-08-06

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PEP PEPSICO INC17.2K shares-0.96%2026-06-302026-08-06

EVSM MORGAN STANLEY ETF TRUST45.6K shares88.93%2026-06-302026-08-06

FQAL FIDELITY COVINGTON TRUST28.1K shares12.71%2026-06-302026-08-06

TPSC TIMOTHY PLAN47.5K shares11.53%2026-06-302026-08-06

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SCHE SCHWAB STRATEGIC TR62.2K shares-2.24%2026-06-302026-08-06

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UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.4K shares-5.56%2026-06-302026-08-06

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ESLG STRATEGY SHS77.4K shares7.89%2026-06-302026-08-06

LIN LINDE PLC4.3K shares2.36%2026-06-302026-08-06

JPIB J P MORGAN EXCHANGE TRADED F45.6K shares24.70%2026-06-302026-08-06

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IBTJ ISHARES TR101.3K shares35.44%2026-06-302026-08-06

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APPLIED MATLS INC APPLIED MATLS INC3.0K shares-4.91%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 403.0K shares-1.75%2026-06-302026-08-06

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AFL AFLAC INC17.6K shares-0.31%2026-06-302026-08-06

FNDB SCHWAB STRATEGIC TR67.6K shares29.45%2026-06-302026-08-06

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CGIB CAPITAL GRP FIXED INCM ETF T78.1K shares31.32%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS7.0K shares-3.36%2026-06-302026-08-06

VTEC VANGUARD CALIF TAX FREE FDS19.6K shares57.20%2026-06-302026-08-06

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TD TORONTO DOMINION BK ONT16.0K shares-0.28%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND3.7K shares-0.96%2026-06-302026-08-06

OUNZ VANECK MERK GOLD ETF49.8K shares-5.05%2026-06-302026-08-06

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CHUBB LIMITED CHUBB LIMITED5.6K shares-2.25%2026-06-302026-08-06

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IVVB BLACKROCK ETF TRUST II54.6K shares17.79%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.7K shares1.72%2026-06-302026-08-06

FCOR FIDELITY MERRIMACK STR TR39.6K shares4.32%2026-06-302026-08-06

FTMN PUTNAM ETF TRUST208.8K shares-0.29%2026-06-302026-08-06

GWX SPDR INDEX SHS FDS42.0K shares-0.01%2026-06-302026-08-06

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NSC NORFOLK SOUTHN CORP5.8K shares-0.03%2026-06-302026-08-06

BK BANK OF NY MELLON CORP12.7K shares0.04%2026-06-302026-08-06

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FTEC FIDELITY COVINGTON TRUST6.2K shares69.76%2026-06-302026-08-06

FDVV FIDELITY COVINGTON TRUST29.0K shares4.78%2026-06-302026-08-06

IBTK ISHARES TR88.9K shares48.15%2026-06-302026-08-06

IJJ ISHARES TR11.7K shares-0.62%2026-06-302026-08-06

NOBL PROSHARES TR30.7K shares170.77%2026-06-302026-08-06

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XLY SELECT SECTOR SPDR TR14.6K shares0.19%2026-06-302026-08-06

JHMM JOHN HANCOCK EXCHANGE TRADED22.8K shares-7.94%2026-06-302026-08-06

IBTL ISHARES TR83.7K shares45.56%2026-06-302026-08-06

DSI ISHARES TR11.7K shares3.14%2026-06-302026-08-06

LQDA LIQUIDIA CORPORATION20.7K shares0.54%2026-06-302026-08-06

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CINF CINCINNATI FINL CORP8.8K shares2.43%2026-06-302026-08-06

MTB M & T BK CORP6.6K shares-0.36%2026-06-302026-08-06

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CALI BLACKROCK ETF TRUST II30.5K shares57.18%2026-06-302026-08-06

MUNI PIMCO ETF TR29.2K shares0.00%2026-06-302026-08-06

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LHX L3HARRIS TECHNOLOGIES INC5.2K shares-0.15%2026-06-302026-08-06

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FDLS NORTHERN LTS FD TR IV35.7K shares-0.33%2026-06-302026-08-06

IWB ISHARES TR3.6K shares-1.06%2026-06-302026-08-06

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HYS PIMCO ETF TR15.2K shares-49.34%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.19.7K shares2.38%2026-06-302026-08-06

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SCHH SCHWAB STRATEGIC TR58.8K shares-4.63%2026-06-302026-08-06

VBIL VANGUARD INSTL INDEX FD18.3K sharesnew addition2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR14.0K shares-15.67%2026-06-302026-08-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.8K shares-17.59%2026-06-302026-08-06

CGIC CAPITAL GROUP INTERNATIONAL36.9K shares125.21%2026-06-302026-08-06

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INTC INTEL CORP8.6K shares-5.53%2026-06-302026-08-06

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PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.1K shares-0.68%2026-06-302026-08-06

FITB FIFTH THIRD BANCORP18.7K shares-0.51%2026-06-302026-08-06

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SBFG SB FINL GROUP INC23.1K shares0.72%2026-06-302026-08-06

Sponsored

BNDW VANGUARD SCOTTSDALE FDS8.5K shares4.24%2026-06-302026-08-06

SHE SPDR SERIES TRUST3.8K shares64.14%2026-06-302026-08-06

VBK VANGUARD INDEX FDS1.6K shares17.38%2026-06-302026-08-06

IWN ISHARES TR2.6K shares7.05%2026-06-302026-08-06

EW EDWARDS LIFESCIENCES CORP6.2K shares1.17%2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.3K sharesnew addition2026-06-302026-08-06

PAVE GLOBAL X FDS9.5K shares-0.44%2026-06-302026-08-06

CRM SALESFORCE INC3.5K shares-15.60%2026-06-302026-08-06

Sponsored

BYLD ISHARES TR24.5K shares2.45%2026-06-302026-08-06

SCHY SCHWAB STRATEGIC TR17.0K shares0.00%2026-06-302026-08-06

ACWX ISHARES TR7.1K shares3.43%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST7.7K shares4.60%2026-06-302026-08-06

TFLO ISHARES TR10.6K shares-0.50%2026-06-302026-08-06

VIOV VANGUARD ADMIRAL FDS INC4.5K shares-4.15%2026-06-302026-08-06

UJAN INNOVATOR ETFS TRUST11.7K shares0.00%2026-06-302026-08-06

ETFS GOLD TR ETFS GOLD TR13.6K shares5.10%2026-06-302026-08-06

Sponsored

SCHV SCHWAB STRATEGIC TR14.9K shares51.48%2026-06-302026-08-06

MDYV SPDR SERIES TRUST5.4K shares8.03%2026-06-302026-08-06

ITA ISHARES TR2.1K shares59.11%2026-06-302026-08-06

INTU INTUIT2.0K shares-39.12%2026-06-302026-08-06

TFC TRUIST FINL CORP10.3K shares3.57%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II3.2K shares0.00%2026-06-302026-08-06

GPC GENUINE PARTS CO4.3K shares-1.21%2026-06-302026-08-06

VGLT VANGUARD SCOTTSDALE FDS9.3K shares69.38%2026-06-302026-08-06

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-2.42%2026-06-302026-08-06

AGX ARGAN INC634 shares0.00%2026-06-302026-08-06

QBUF INNOVATOR ETFS TRUST16.4K sharesnew addition2026-06-302026-08-06

TT TRANE TECHNOLOGIES PLC1.0K shares0.68%2026-06-302026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-0.21%

Shares12.1M

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

-2.99%

Shares4.7M

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

2.94%

Shares9.3M

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

-1.61%

Shares7.1M

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

3.87%

Shares7.3M

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-0.74%

Shares498.0K

Event2026-06-30

Filed2026-08-06

SPSB

SPDR SERIES TRUST

18.46%

Shares10.8M

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

-5.74%

Shares5.1M

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.58%

Shares4.6M

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

0.74%

Shares3.0M

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

13.65%

Shares3.6M

Event2026-06-30

Filed2026-08-06

GUNR

FLEXSHARES TR

9.58%

Shares3.8M

Event2026-06-30

Filed2026-08-06

REET

ISHARES TR

2.90%

Shares6.7M

Event2026-06-30

Filed2026-08-06

USIG

ISHARES TR

12.95%

Shares3.4M

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

-14.43%

Shares1.5M

Event2026-06-30

Filed2026-08-06

HYLB

DBX ETF TR

10.72%

Shares3.7M

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

4.87%

Shares1.7M

Event2026-06-30

Filed2026-08-06

EMLC

VANECK ETF TRUST

10.15%

Shares5.0M

Event2026-06-30

Filed2026-08-06

SMLF

ISHARES TR

-4.03%

Shares1.3M

Event2026-06-30

Filed2026-08-06

LQD

ISHARES TR

3.30%

Shares920.8K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.84%

Shares1.7M

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-1.25%

Shares2.6M

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

11.85%

Shares1.8M

Event2026-06-30

Filed2026-08-06

HYBB

ISHARES TR

16.30%

Shares1.8M

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

6.52%

Shares1.7M

Event2026-06-30

Filed2026-08-06

CGDG

CAPITAL GROUP DIVIDEND GROWE

3.37%

Shares2.1M

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

7.09%

Shares1.4M

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-3.97%

Shares569.9K

Event2026-06-30

Filed2026-08-06

XSOE

WISDOMTREE TR

-7.88%

Shares1.5M

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-2.52%

Shares877.9K

Event2026-06-30

Filed2026-08-06

WISDOMTREE TR

2.85%

Shares2.4M

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

-1.97%

Shares277.7K

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP CORE EQUITY ET

2.75%

Shares1.4M

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-1.47%

Shares203.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

18.37%

Shares76.6K

Event2026-06-30

Filed2026-08-06

CGCB

CAPITAL GRP FIXED INCM ETF T

5.49%

Shares2.2M

Event2026-06-30

Filed2026-08-06

CGCP

CAPITAL GRP FIXED INCM ETF T

7.84%

Shares2.2M

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

1.05%

Shares134.4K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

-7.78%

Shares590.6K

Event2026-06-30

Filed2026-08-06

CGMS

CAPITAL GRP FIXED INCM ETF T

16.30%

Shares1.8M

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

3.42%

Shares272.0K

Event2026-06-30

Filed2026-08-06

BINC

BLACKROCK ETF TRUST II

31.26%

Shares770.2K

Event2026-06-30

Filed2026-08-06

CGGO

CAPITAL GROUP GBL GROWTH EQT

13.08%

Shares951.1K

Event2026-06-30

Filed2026-08-06

BNDX

VANGUARD CHARLOTTE FDS

7.94%

Shares796.5K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

-6.50%

Shares259.4K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-3.75%

Shares223.8K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

1.13%

Shares148.8K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-1.24%

Shares151.8K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

-4.37%

Shares179.7K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

1.41%

Shares323.9K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

-26.86%

Shares663.7K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.53%

Shares62.4K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

16.85%

Shares287.4K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

-1.27%

Shares179.2K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES TR

-16.95%

Shares88.0K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TR EXCHANGE TRADED FD

-7.84%

Shares290.6K

Event2026-06-30

Filed2026-08-06

DWM

WISDOMTREE TR

-0.14%

Shares309.1K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

1.61%

Shares442.8K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

-1.42%

Shares282.1K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-1.43%

Shares58.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

-4.99%

Shares95.4K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

12.27%

Shares455.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

1.59%

Shares100.4K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

1.45%

Shares370.4K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

27.16%

Shares366.8K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

5.30%

Shares185.1K

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

1.38%

Shares156.0K

Event2026-06-30

Filed2026-08-06

FTGC

FIRST TR EXCHANGE TRAD FD VI

-6.29%

Shares580.5K

Event2026-06-30

Filed2026-08-06

CGMM

CAPITAL GROUP EQUITY ETF TR

124.68%

Shares468.8K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-1.54%

Shares156.2K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-22.51%

Shares93.0K

Event2026-06-30

Filed2026-08-06

FELG

FIDELITY COVINGTON TRUST

8.36%

Shares330.5K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-18.19%

Shares148.8K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

7.27%

Shares58.8K

Event2026-06-30

Filed2026-08-06

CGSD

CAPITAL GRP FIXED INCM ETF T

11.36%

Shares544.4K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

13.64%

Shares183.5K

Event2026-06-30

Filed2026-08-06

DES

WISDOMTREE TR

-4.02%

Shares334.8K

Event2026-06-30

Filed2026-08-06

DEM

WISDOMTREE TR

0.32%

Shares250.2K

Event2026-06-30

Filed2026-08-06

LGLV

SPDR SERIES TRUST

41.67%

Shares74.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

52.62%

Shares17.6K

Event2026-06-30

Filed2026-08-06

CGBL

CAPITAL GROUP CORE BALANCED

101.92%

Shares315.0K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-0.49%

Shares36.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

308.00%

Shares147.1K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

44.89%

Shares209.3K

Event2026-06-30

Filed2026-08-06

TDTT

FLEXSHARES TR

1.15%

Shares484.8K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-8.81%

Shares116.5K

Event2026-06-30

Filed2026-08-06

CGGE

CAPITAL GROUP GLOBAL EQUITY

108.68%

Shares324.0K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

20.38%

Shares224.7K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

208.16%

Shares207.2K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-5.14%

Shares14.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

1.13%

Shares35.9K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

12.32%

Shares100.5K

Event2026-06-30

Filed2026-08-06

CGCV

CAPITAL GROUP CONSERVATIVE E

15.29%

Shares323.6K

Event2026-06-30

Filed2026-08-06

HDEF

DBX ETF TR

5.57%

Shares330.1K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

-6.71%

Shares68.4K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

5.01%

Shares72.7K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-1.70%

Shares65.7K

Event2026-06-30

Filed2026-08-06

XLE

SELECT SECTOR SPDR TR

-8.75%

Shares179.7K

Event2026-06-30

Filed2026-08-06

FLRN

SPDR SERIES TRUST

-70.38%

Shares294.7K

Event2026-06-30

Filed2026-08-06

HOLA

J P MORGAN EXCHANGE TRADED F

9.70%

Shares156.0K

Event2026-06-30

Filed2026-08-06

SPBO

SPDR SERIES TRUST

-3.94%

Shares296.5K

Event2026-06-30

Filed2026-08-06

BILS

SPDR SERIES TRUST

4.79%

Shares86.3K

Event2026-06-30

Filed2026-08-06

XLP

SELECT SECTOR SPDR TR

-3.22%

Shares102.2K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-1.52%

Shares23.7K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.96%

Shares291.0K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

5.86%

Shares123.8K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

0.07%

Shares338.2K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

10.16%

Shares22.9K

Event2026-06-30

Filed2026-08-06

CGHM

CAPITAL GRP FIXED INCM ETF T

4.82%

Shares309.3K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

382.71%

Shares86.2K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

549.56%

Shares89.8K

Event2026-06-30

Filed2026-08-06

FIRST TR EXCHANGE TRADED FD

2.43%

Shares101.1K

Event2026-06-30

Filed2026-08-06

CGIE

CAPITAL GROUP INTERNATIONAL

33.96%

Shares204.1K

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES TR

-0.52%

Shares67.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

3.96%

Shares47.2K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-6.22%

Shares64.6K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

8.09%

Shares85.5K

Event2026-06-30

Filed2026-08-06

TOTL

SSGA ACTIVE ETF TR

612.06%

Shares185.2K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

303.69%

Shares57.8K

Event2026-06-30

Filed2026-08-06

DBMF

LITMAN GREGORY FDS TR

7.28%

Shares234.0K

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD ADMIRAL FDS INC

489.29%

Shares86.2K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

0.85%

Shares16.9K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ETF TR

106.24%

Shares142.7K

Event2026-06-30

Filed2026-08-06

VUSB

VANGUARD BD INDEX FDS

86.37%

Shares140.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

1.25%

Shares5.8K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

1.04%

Shares27.7K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

-8.93%

Shares36.5K

Event2026-06-30

Filed2026-08-06

EBND

SPDR SERIES TRUST

1.28%

Shares322.2K

Event2026-06-30

Filed2026-08-06

GNR

SPDR INDEX SHS FDS

-1.98%

Shares99.9K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

0.54%

Shares26.8K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

2.97%

Shares234.0K

Event2026-06-30

Filed2026-08-06

NLR

VANECK ETF TRUST

-2.03%

Shares55.3K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.02%

Shares216.6K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

3.37%

Shares139.5K

Event2026-06-30

Filed2026-08-06

SCHP

SCHWAB STRATEGIC TR

2.79%

Shares236.8K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-1.26%

Shares73.5K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

11.56%

Shares120.2K

Event2026-06-30

Filed2026-08-06

CWI

SPDR INDEX SHS FDS

-1.46%

Shares148.6K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-0.41%

Shares23.6K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

1.04%

Shares46.6K

Event2026-06-30

Filed2026-08-06

IBDR

ISHARES TR

27.86%

Shares238.8K

Event2026-06-30

Filed2026-08-06

IBDS

ISHARES TR

28.39%

Shares238.9K

Event2026-06-30

Filed2026-08-06

IVOO

VANGUARD ADMIRAL FDS INC

-2.58%

Shares44.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR

2.94%

Shares57.9K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

14.16%

Shares52.4K

Event2026-06-30

Filed2026-08-06

HELO

J P MORGAN EXCHANGE TRADED F

7.54%

Shares81.4K

Event2026-06-30

Filed2026-08-06

CMF

ISHARES TR

18.29%

Shares95.4K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

9.45%

Shares66.3K

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

2.59%

Shares157.6K

Event2026-06-30

Filed2026-08-06

FUTY

FIDELITY COVINGTON TRUST

0.89%

Shares92.2K

Event2026-06-30

Filed2026-08-06

FPE

FIRST TR EXCH TRADED FD III

4.40%

Shares298.4K

Event2026-06-30

Filed2026-08-06

RWO

SPDR INDEX SHS FDS

-0.21%

Shares105.4K

Event2026-06-30

Filed2026-08-06

OAIM

UNIFIED SER TR

9.89%

Shares108.9K

Event2026-06-30

Filed2026-08-06

CGNG

CAPITAL GROUP NEW GEOGRAPHY

157.27%

Shares135.9K

Event2026-06-30

Filed2026-08-06

HYG

ISHARES TR

-6.14%

Shares62.6K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-1.69%

Shares42.0K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

7.42%

Shares23.0K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-0.56%

Shares4.6K

Event2026-06-30

Filed2026-08-06

TMSL

T ROWE PRICE EXCHANGE-TRADED

7.45%

Shares110.1K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

0.22%

Shares13.8K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

0.99%

Shares17.4K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

0.59%

Shares129.5K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

5.37%

Shares47.6K

Event2026-06-30

Filed2026-08-06

IBDT

ISHARES TR

20.30%

Shares179.0K

Event2026-06-30

Filed2026-08-06

IBD

NORTHERN LTS FD TR IV

0.50%

Shares187.4K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

3.77%

Shares57.9K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

16.65%

Shares141.6K

Event2026-06-30

Filed2026-08-06

IAGG

ISHARES TR

-1.77%

Shares86.0K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-5.40%

Shares7.7K

Event2026-06-30

Filed2026-08-06

IWL

ISHARES TR

-13.39%

Shares23.3K

Event2026-06-30

Filed2026-08-06

USTB

VICTORY PORTFOLIOS II

31.61%

Shares84.1K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

0.70%

Shares115.1K

Event2026-06-30

Filed2026-08-06

IBDU

ISHARES TR

24.16%

Shares181.4K

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

6.48%

Shares83.4K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-0.70%

Shares11.7K

Event2026-06-30

Filed2026-08-06

FHLC

FIDELITY COVINGTON TRUST

-0.13%

Shares52.8K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

12.11%

Shares51.0K

Event2026-06-30

Filed2026-08-06

IBTG

ISHARES TR

38.73%

Shares174.5K

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD ADMIRAL FDS INC

-1.42%

Shares18.1K

Event2026-06-30

Filed2026-08-06

IBTH

ISHARES TR

39.31%

Shares176.9K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

-0.38%

Shares29.9K

Event2026-06-30

Filed2026-08-06

FVD

FIRST TR EXCHANGE-TRADED FD

-1.59%

Shares81.3K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

13.35%

Shares3.3K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-0.51%

Shares10.3K

Event2026-06-30

Filed2026-08-06

VDE

VANGUARD WORLD FD

1.31%

Shares25.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-2.13%

Shares6.6K

Event2026-06-30

Filed2026-08-06

FTCS

FIRST TR EXCHANGE-TRADED FD

-8.50%

Shares39.6K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

9.07%

Shares75.1K

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

23.02%

Shares49.2K

Event2026-06-30

Filed2026-08-06

MGC

VANGUARD WORLD FD

-5.44%

Shares13.1K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

0.04%

Shares51.9K

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD ADMIRAL FDS INC

-12.93%

Shares25.6K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

398.35%

Shares39.7K

Event2026-06-30

Filed2026-08-06

BUFG

FIRST TR EXCHNG TRADED FD VI

41.04%

Shares118.5K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-5.09%

Shares26.9K

Event2026-06-30

Filed2026-08-06

IBDV

ISHARES TR

27.86%

Shares156.4K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

2.45%

Shares35.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

22.53%

Shares7.0K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

0.01%

Shares29.7K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

0.95%

Shares8.6K

Event2026-06-30

Filed2026-08-06

CGMU

CAPITAL GRP FIXED INCM ETF T

21.76%

Shares117.3K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-3.08%

Shares36.2K

Event2026-06-30

Filed2026-08-06

GLTR

ABRDN PRECIOUS METALS BASKET

3.85%

Shares17.4K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-2.19%

Shares8.5K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

0.49%

Shares38.0K

Event2026-06-30

Filed2026-08-06

PMAR

INNOVATOR ETFS TRUST

0.05%

Shares64.6K

Event2026-06-30

Filed2026-08-06

J P MORGAN EXCHANGE TRADED F

6.50%

Shares49.3K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

15.83%

Shares8.2K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

1.13%

Shares7.6K

Event2026-06-30

Filed2026-08-06

SPMB

SPDR SERIES TRUST

-23.68%

Shares133.0K

Event2026-06-30

Filed2026-08-06

PTL

NORTHERN LTS FD TR IV

1.19%

Shares10.2K

Event2026-06-30

Filed2026-08-06

IBDW

ISHARES TR

30.62%

Shares140.1K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

9.98%

Shares46.6K

Event2026-06-30

Filed2026-08-06

FESM

FIDELITY COVINGTON TRUST

5.23%

Shares59.9K

Event2026-06-30

Filed2026-08-06

FTSL

FIRST TR EXCHANGE-TRADED FD

7.99%

Shares64.4K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

0.84%

Shares6.8K

Event2026-06-30

Filed2026-08-06

ELCV

STRATEGY SHS

3.28%

Shares86.7K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

0.39%

Shares17.2K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

17.47%

Shares2.5K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

-1.30%

Shares9.4K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

761.15%

Shares23.6K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

929.00%

Shares9.2K

Event2026-06-30

Filed2026-08-06

VISA INC

2.06%

Shares8.1K

Event2026-06-30

Filed2026-08-06

HDV

ISHARES TR

420.68%

Shares98.0K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

-1.56%

Shares12.0K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-6.26%

Shares10.3K

Event2026-06-30

Filed2026-08-06

UITB

VICTORY PORTFOLIOS II

30.00%

Shares55.5K

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

4.90%

Shares3.1K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

-0.37%

Shares9.4K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

0.05%

Shares11.5K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-4.38%

Shares8.4K

Event2026-06-30

Filed2026-08-06

BLV

VANGUARD BD INDEX FDS

-39.85%

Shares36.4K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

3.96%

Shares13.2K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

0.76%

Shares7.1K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

2.24%

Shares2.7K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

-2.16%

Shares11.2K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-5.61%

Shares33.0K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

-5.61%

Shares104.0K

Event2026-06-30

Filed2026-08-06

HYD

VANECK ETF TRUST

5.30%

Shares46.4K

Event2026-06-30

Filed2026-08-06

SLYV

SPDR SERIES TRUST

-3.18%

Shares21.8K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

1.07%

Shares103.9K

Event2026-06-30

Filed2026-08-06

IBMO

ISHARES TR

12.97%

Shares91.9K

Event2026-06-30

Filed2026-08-06

IBTI

ISHARES TR

32.93%

Shares105.7K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-0.96%

Shares17.2K

Event2026-06-30

Filed2026-08-06

EVSM

MORGAN STANLEY ETF TRUST

88.93%

Shares45.6K

Event2026-06-30

Filed2026-08-06

FQAL

FIDELITY COVINGTON TRUST

12.71%

Shares28.1K

Event2026-06-30

Filed2026-08-06

TPSC

TIMOTHY PLAN

11.53%

Shares47.5K

Event2026-06-30

Filed2026-08-06

ICSH

ISHARES TR

15.60%

Shares44.9K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

-2.24%

Shares62.2K

Event2026-06-30

Filed2026-08-06

IBMP

ISHARES TR

15.38%

Shares88.7K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-5.56%

Shares5.4K

Event2026-06-30

Filed2026-08-06

IBMQ

ISHARES TR

12.26%

Shares87.8K

Event2026-06-30

Filed2026-08-06

ESLG

STRATEGY SHS

7.89%

Shares77.4K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

2.36%

Shares4.3K

Event2026-06-30

Filed2026-08-06

JPIB

J P MORGAN EXCHANGE TRADED F

24.70%

Shares45.6K

Event2026-06-30

Filed2026-08-06

HEFA

ISHARES TR

-5.84%

Shares46.8K

Event2026-06-30

Filed2026-08-06

IBTJ

ISHARES TR

35.44%

Shares101.3K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

-12.80%

Shares90.7K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-4.91%

Shares3.0K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

-1.75%

Shares3.0K

Event2026-06-30

Filed2026-08-06

IBMR

ISHARES TR

15.90%

Shares82.8K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

-0.31%

Shares17.6K

Event2026-06-30

Filed2026-08-06

FNDB

SCHWAB STRATEGIC TR

29.45%

Shares67.6K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

9.03%

Shares60.3K

Event2026-06-30

Filed2026-08-06

CGIB

CAPITAL GRP FIXED INCM ETF T

31.32%

Shares78.1K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-3.36%

Shares7.0K

Event2026-06-30

Filed2026-08-06

VTEC

VANGUARD CALIF TAX FREE FDS

57.20%

Shares19.6K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

0.55%

Shares7.7K

Event2026-06-30

Filed2026-08-06

TORONTO DOMINION BK ONT

-0.28%

Shares16.0K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

-0.96%

Shares3.7K

Event2026-06-30

Filed2026-08-06

OUNZ

VANECK MERK GOLD ETF

-5.05%

Shares49.8K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

-1.41%

Shares12.6K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-2.25%

Shares5.6K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

4.84%

Shares23.1K

Event2026-06-30

Filed2026-08-06

IVVB

BLACKROCK ETF TRUST II

17.79%

Shares54.6K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

1.72%

Shares3.7K

Event2026-06-30

Filed2026-08-06

FCOR

FIDELITY MERRIMACK STR TR

4.32%

Shares39.6K

Event2026-06-30

Filed2026-08-06

FTMN

PUTNAM ETF TRUST

-0.29%

Shares208.8K

Event2026-06-30

Filed2026-08-06

GWX

SPDR INDEX SHS FDS

-0.01%

Shares42.0K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

-0.03%

Shares5.8K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

0.04%

Shares12.7K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-0.78%

Shares3.6K

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY COVINGTON TRUST

69.76%

Shares6.2K

Event2026-06-30

Filed2026-08-06

FDVV

FIDELITY COVINGTON TRUST

4.78%

Shares29.0K

Event2026-06-30

Filed2026-08-06

IBTK

ISHARES TR

48.15%

Shares88.9K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

-0.62%

Shares11.7K

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

170.77%

Shares30.7K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

0.19%

Shares14.6K

Event2026-06-30

Filed2026-08-06

JHMM

JOHN HANCOCK EXCHANGE TRADED

-7.94%

Shares22.8K

Event2026-06-30

Filed2026-08-06

IBTL

ISHARES TR

45.56%

Shares83.7K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

3.14%

Shares11.7K

Event2026-06-30

Filed2026-08-06

LQDA

LIQUIDIA CORPORATION

0.54%

Shares20.7K

Event2026-06-30

Filed2026-08-06

JGRO

J P MORGAN EXCHANGE TRADED F

24.27%

Shares16.7K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

2.43%

Shares8.8K

Event2026-06-30

Filed2026-08-06

MTB

M & T BK CORP

-0.36%

Shares6.6K

Event2026-06-30

Filed2026-08-06

CALF

PACER FDS TR

15.00%

Shares31.0K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

-0.41%

Shares22.7K

Event2026-06-30

Filed2026-08-06

PAUG

INNOVATOR ETFS TRUST

-11.89%

Shares33.9K

Event2026-06-30

Filed2026-08-06

CALI

BLACKROCK ETF TRUST II

57.18%

Shares30.5K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

0.00%

Shares29.2K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-0.86%

Shares2.4K

Event2026-06-30

Filed2026-08-06

IYH

ISHARES TR

-0.65%

Shares22.7K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

-0.15%

Shares5.2K

Event2026-06-30

Filed2026-08-06

FDLS

NORTHERN LTS FD TR IV

-0.33%

Shares35.7K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

-1.06%

Shares3.6K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-10.40%

Shares16.3K

Event2026-06-30

Filed2026-08-06

SCHJ

SCHWAB STRATEGIC TR

5.92%

Shares59.9K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-0.46%

Shares31.0K

Event2026-06-30

Filed2026-08-06

FEGE

RBB FUND TRUST

18.48%

Shares30.1K

Event2026-06-30

Filed2026-08-06

HYS

PIMCO ETF TR

-49.34%

Shares15.2K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

2.38%

Shares19.7K

Event2026-06-30

Filed2026-08-06

VNQI

VANGUARD INTL EQUITY INDEX F

-6.26%

Shares31.3K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

11.23%

Shares14.6K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

-4.07%

Shares17.0K

Event2026-06-30

Filed2026-08-06

SCHH

SCHWAB STRATEGIC TR

-4.63%

Shares58.8K

Event2026-06-30

Filed2026-08-06

VBIL

VANGUARD INSTL INDEX FD

New

Shares18.3K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

-15.67%

Shares14.0K

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND

-17.59%

Shares10.8K

Event2026-06-30

Filed2026-08-06

CGIC

CAPITAL GROUP INTERNATIONAL

125.21%

Shares36.9K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

-1.95%

Shares10.5K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

-0.60%

Shares9.3K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

0.31%

Shares650

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

-3.46%

Shares23.8K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC

19.57%

Shares10.9K

Event2026-06-30

Filed2026-08-06

ACWV

ISHARES INC

-9.21%

Shares10.5K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

0.92%

Shares8.1K

Event2026-06-30

Filed2026-08-06

GBIL

GOLDMAN SACHS ETF TR

15.68%

Shares12.4K

Event2026-06-30

Filed2026-08-06

FLOT

ISHARES TR

-3.53%

Shares24.3K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-0.73%

Shares12.7K

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL

-12.21%

Shares5.4K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-2.73%

Shares21.2K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

-11.72%

Shares14.7K

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

30.24%

Shares10.5K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-5.53%

Shares8.6K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

25.83%

Shares4.6K

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

10.53%

Shares29.2K

Event2026-06-30

Filed2026-08-06

POCT

INNOVATOR ETFS TRUST

0.00%

Shares25.2K

Event2026-06-30

Filed2026-08-06

AFG

AMERICAN FINANCIAL GROUP INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-06

FVAL

FIDELITY COVINGTON TRUST

-9.60%

Shares14.8K

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

0.09%

Shares2.2K

Event2026-06-30

Filed2026-08-06

IRTR

ISHARES TR

0.00%

Shares35.6K

Event2026-06-30

Filed2026-08-06

PJAN

INNOVATOR ETFS TRUST

13.21%

Shares22.7K

Event2026-06-30

Filed2026-08-06

GLRY

NORTHERN LTS FD TR IV

0.25%

Shares25.2K

Event2026-06-30

Filed2026-08-06

VFH

VANGUARD WORLD FD

2.48%

Shares8.3K

Event2026-06-30

Filed2026-08-06

OAEM

UNIFIED SER TR

0.71%

Shares22.0K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

-3.72%

Shares23.5K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

4.86%

Shares7.4K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

-3.05%

Shares25.3K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-0.68%

Shares9.1K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP

-0.51%

Shares18.7K

Event2026-06-30

Filed2026-08-06

AIQ

GLOBAL X FDS

27.35%

Shares16.0K

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SERIES TRUST

-3.00%

Shares8.7K

Event2026-06-30

Filed2026-08-06

BSY

BENTLEY SYS INC

-0.36%

Shares34.8K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.37%

Shares6.0K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

0.22%

Shares11.0K

Event2026-06-30

Filed2026-08-06

NFLT

ETFIS SER TR I

2.76%

Shares43.1K

Event2026-06-30

Filed2026-08-06

FEBM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares31.5K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-2.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

37.07%

Shares18.0K

Event2026-06-30

Filed2026-08-06

CLS

CELESTICA INC

16.32%

Shares2.6K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

10.60%

Shares4.6K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

1.81%

Shares2.6K

Event2026-06-30

Filed2026-08-06

ULST

SSGA ACTIVE ETF TR

-9.22%

Shares23.6K

Event2026-06-30

Filed2026-08-06

PAPR

INNOVATOR ETFS TRUST

-1.49%

Shares22.6K

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC

1.71%

Shares9.7K

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

0.00%

Shares834

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

0.87%

Shares3.8K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

0.06%

Shares52.7K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

3.88%

Shares5.7K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

1.42%

Shares3.1K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

22.68%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SPIB

SPDR SERIES TRUST

-4.75%

Shares27.2K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

3.88%

Shares15.1K

Event2026-06-30

Filed2026-08-06

TDTF

FLEXSHARES TR

0.00%

Shares38.0K

Event2026-06-30

Filed2026-08-06

JHID

JOHN HANCOCK EXCHANGE TRADED

9.05%

Shares21.4K

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

-1.14%

Shares4.0K

Event2026-06-30

Filed2026-08-06

IGE

ISHARES TR

0.02%

Shares15.9K

Event2026-06-30

Filed2026-08-06

BUFD

FIRST TR EXCHNG TRADED FD VI

-15.26%

Shares30.1K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-4.25%

Shares9.0K

Event2026-06-30

Filed2026-08-06

PMAY

INNOVATOR ETFS TRUST

-15.04%

Shares21.3K

Event2026-06-30

Filed2026-08-06

VAW

VANGUARD WORLD FD

-1.67%

Shares3.8K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

-37.05%

Shares17.2K

Event2026-06-30

Filed2026-08-06

PDEC

INNOVATOR ETFS TRUST

-8.43%

Shares19.0K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

0.30%

Shares2.0K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

0.92%

Shares4.6K

Event2026-06-30

Filed2026-08-06

IYF

ISHARES TR

0.01%

Shares6.7K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-6.53%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VDC

VANGUARD WORLD FD

0.40%

Shares3.7K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

59.23%

Shares3.1K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-06

BLOOM ENERGY CORP

23.03%

Shares2.8K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

20.40%

Shares419

Event2026-06-30

Filed2026-08-06

IWMI

NEOS ETF TRUST

0.00%

Shares15.5K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC

3.29%

Shares19.9K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

1.38%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

29.29%

Shares30.6K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-14.84%

Shares33.5K

Event2026-06-30

Filed2026-08-06

IBMS

ISHARES TR

5.51%

Shares31.2K

Event2026-06-30

Filed2026-08-06

IBMT

ISHARES TR

5.82%

Shares31.1K

Event2026-06-30

Filed2026-08-06

IDV

ISHARES TR

-2.91%

Shares19.4K

Event2026-06-30

Filed2026-08-06

PFEB

INNOVATOR ETFS TRUST

-0.63%

Shares18.6K

Event2026-06-30

Filed2026-08-06

KEY

KEYCORP

-62.88%

Shares34.0K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

0.41%

Shares6.6K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.83%

Shares10.2K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

5.31%

Shares9.4K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-3.09%

Shares2.4K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

11.29%

Shares17.2K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

-1.36%

Shares10.8K

Event2026-06-30

Filed2026-08-06

LQTI

FIRST TR EXCHANGE-TRADED FD

New

Shares38.3K

Event2026-06-30

Filed2026-08-06

CNI

CANADIAN NATL RY CO

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

New

Shares15.5K

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

-3.00%

Shares3.4K

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS INC

13.39%

Shares9.9K

Event2026-06-30

Filed2026-08-06

IBDX

ISHARES TR

18.12%

Shares28.8K

Event2026-06-30

Filed2026-08-06

3M CO

-1.82%

Shares4.5K

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

36.44%

Shares8.1K

Event2026-06-30

Filed2026-08-06

PJUN

INNOVATOR ETFS TRUST

87.86%

Shares16.7K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

25.08%

Shares1.5K

Event2026-06-30

Filed2026-08-06

FLGV

FRANKLIN TEMPLETON ETF TR

8.94%

Shares35.5K

Event2026-06-30

Filed2026-08-06

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PPA

INVESCO EXCHANGE TRADED FD T

0.07%

Shares4.1K

Event2026-06-30

Filed2026-08-06

QUANTA SVCS INC

35.74%

Shares995

Event2026-06-30

Filed2026-08-06

XHLF

BONDBLOXX ETF TRUST

17.45%

Shares14.2K

Event2026-06-30

Filed2026-08-06

MDYG

SPDR SERIES TRUST

2.38%

Shares6.4K

Event2026-06-30

Filed2026-08-06

ICVT

ISHARES TR

11.78%

Shares5.9K

Event2026-06-30

Filed2026-08-06

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

0.58%

Shares5.4K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

10.83%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

20.65%

Shares2.9K

Event2026-06-30

Filed2026-08-06

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares23.6K

Event2026-06-30

Filed2026-08-06

BOEING CO

-1.63%

Shares3.2K

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

0.64%

Shares3.0K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-1.04%

Shares2.3K

Event2026-06-30

Filed2026-08-06

CRL

CHARLES RIV LABS INTL INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

0.28%

Shares2.2K

Event2026-06-30

Filed2026-08-06

IBDY

ISHARES TR

19.63%

Shares26.3K

Event2026-06-30

Filed2026-08-06

AT&T INC

-2.75%

Shares32.6K

Event2026-06-30

Filed2026-08-06

FDMO

FIDELITY COVINGTON TRUST

-31.57%

Shares6.8K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

1.19%

Shares4.1K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

32.93%

Shares4.5K

Event2026-06-30

Filed2026-08-06

BWA

BORGWARNER INC

-33.49%

Shares9.9K

Event2026-06-30

Filed2026-08-06

FLHY

FRANKLIN TEMPLETON ETF TR

4.49%

Shares27.0K

Event2026-06-30

Filed2026-08-06

IBDZ

ISHARES TR

20.38%

Shares25.1K

Event2026-06-30

Filed2026-08-06

BIL

SPDR SERIES TRUST

0.65%

Shares7.1K

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

2.22%

Shares6.4K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

0.09%

Shares6.6K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

12.41%

Shares1.6K

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC

16.54%

Shares6.9K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

3.53%

Shares4.2K

Event2026-06-30

Filed2026-08-06

USXF

ISHARES TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares2.3K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

PSEP

INNOVATOR ETFS TRUST

3.49%

Shares13.7K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

-14.70%

Shares4.3K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

-0.34%

Shares874

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.82%

Shares616

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-2.13%

Shares1.8K

Event2026-06-30

Filed2026-08-06

FTSM

FIRST TR EXCHANGE-TRADED FD

6.74%

Shares10.4K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

-3.79%

Shares13.8K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-1.59%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

58.26%

Shares4.4K

Event2026-06-30

Filed2026-08-06

KLIC

KULICKE & SOFFA INDS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

-0.40%

Shares1.8K

Event2026-06-30

Filed2026-08-06

EVERSOURCE ENERGY

-1.00%

Shares8.3K

Event2026-06-30

Filed2026-08-06

JCPB

J P MORGAN EXCHANGE TRADED F

-76.80%

Shares12.7K

Event2026-06-30

Filed2026-08-06

SBFG

SB FINL GROUP INC

0.72%

Shares23.1K

Event2026-06-30

Filed2026-08-06

BNDW

VANGUARD SCOTTSDALE FDS

4.24%

Shares8.5K

Event2026-06-30

Filed2026-08-06

SHE

SPDR SERIES TRUST

64.14%

Shares3.8K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

17.38%

Shares1.6K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

7.05%

Shares2.6K

Event2026-06-30

Filed2026-08-06

EDWARDS LIFESCIENCES CORP

1.17%

Shares6.2K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

-0.44%

Shares9.5K

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

-15.60%

Shares3.5K

Event2026-06-30

Filed2026-08-06

BYLD

ISHARES TR

2.45%

Shares24.5K

Event2026-06-30

Filed2026-08-06

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares17.0K

Event2026-06-30

Filed2026-08-06

ACWX

ISHARES TR

3.43%

Shares7.1K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

4.60%

Shares7.7K

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TR

-0.50%

Shares10.6K

Event2026-06-30

Filed2026-08-06

VIOV

VANGUARD ADMIRAL FDS INC

-4.15%

Shares4.5K

Event2026-06-30

Filed2026-08-06

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-06

ETFS GOLD TR

5.10%

Shares13.6K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

51.48%

Shares14.9K

Event2026-06-30

Filed2026-08-06

MDYV

SPDR SERIES TRUST

8.03%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

59.11%

Shares2.1K

Event2026-06-30

Filed2026-08-06

INTU

INTUIT

-39.12%

Shares2.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

3.57%

Shares10.3K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO

-1.21%

Shares4.3K

Event2026-06-30

Filed2026-08-06

VGLT

VANGUARD SCOTTSDALE FDS

69.38%

Shares9.3K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

-2.42%

Shares1.0K

Event2026-06-30

Filed2026-08-06

AGX

ARGAN INC

0.00%

Shares634

Event2026-06-30

Filed2026-08-06

QBUF

INNOVATOR ETFS TRUST

New

Shares16.4K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

0.68%

Shares1.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

AAPL Call CallAPPLE INC5.1K shares0.00%2026-06-302026-08-06

AAPL Call

APPLE INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

Put Option Holdings

OWL Put PutBLUE OWL CAPITAL INC18.2K shares-57.87%2026-06-302026-08-06

OWL Put

BLUE OWL CAPITAL INC

-57.87%

Shares18.2K

Event2026-06-30

Filed2026-08-06