Sponsored

The Analysis of Vawter Financial, Ltd.'s Holdings & P&L

Currently, Vawter Financial, Ltd. holds 131 types of securities in its portfolio with a total value $265.5M. In the most recent quarter, they have increased their positions in BSV (+12.2K shares, valued at $947.2K), JBND (+15.8K shares, valued at $845.7K), CGSM (+28.5K shares, valued at $752.0K); decreased their positions in RODM (-10.5K shares, valued at $425.9K), CGXU (-9.5K shares, valued at $328.4K), JMST (-6.1K shares, valued at $309.4K); initiated new positions in CGSM (+28.5K shares, valued at $752.0K), N/A (+1.9K shares, valued at $231.2K), SCHX (+7.2K shares, valued at $212.6K).

1M P&L

+4.3M+1.76%

3M P&L

+3.7M+1.54%

HY P&L

+7.1M+2.95%

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/A229.3M

93.2%

2Consumer Electronics3.0M

1.2%

3Drug Manufacturers - General2.8M

1.1%

Top Industries by Stock Count

1N/A93 stocks

78.2%

2Software - Application2 stocks

1.7%

3Oil & Gas Integrated2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JBND J P MORGAN EXCHANGE TRADED F360.3K shares4.59%2026-06-302026-07-24

VBK VANGUARD INDEX FDS51.1K shares0.29%2026-06-302026-07-24

VB VANGUARD INDEX FDS47.6K shares-0.70%2026-06-302026-07-24

BNDX VANGUARD CHARLOTTE FDS289.8K shares1.77%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS173.7K shares7.53%2026-06-302026-07-24

DFAE DIMENSIONAL ETF TRUST332.1K shares-1.78%2026-06-302026-07-24

CGXU CAPITAL GROUP INTL FOCUS EQT318.6K shares-2.89%2026-06-302026-07-24

GSIE GOLDMAN SACHS ETF TR230.4K shares2.46%2026-06-302026-07-24

Sponsored

DFAT DIMENSIONAL ETF TRUST132.9K shares-2.00%2026-06-302026-07-24

CGGR CAPITAL GROUP GROWTH ETF171.0K shares2.28%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR64.2K shares6.42%2026-06-302026-07-24

ISHARES TR ISHARES TR10.2K shares3.98%2026-06-302026-07-24

BBHY J P MORGAN EXCHANGE TRADED F135.9K shares12.48%2026-06-302026-07-24

DFGR DIMENSIONAL ETF TRUST200.4K shares4.41%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST134.3K shares-3.80%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F32.0K shares-2.22%2026-06-302026-07-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F85.2K shares-6.44%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR44.8K shares7.11%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.4K shares-0.75%2026-06-302026-07-24

IJR ISHARES TR26.3K shares-0.57%2026-06-302026-07-24

RODM LATTICE STRATEGIES TR83.8K shares-11.17%2026-06-302026-07-24

VBR VANGUARD INDEX FDS13.6K shares0.09%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-24

AAPL APPLE INC10.3K shares-0.44%2026-06-302026-07-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS6.8K shares6.39%2026-06-302026-07-24

IAGG ISHARES TR48.7K shares12.51%2026-06-302026-07-24

LLY ELI LILLY & CO1.9K shares0.00%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL4.4K shares-6.27%2026-06-302026-07-24

IWN ISHARES TR9.9K shares-0.88%2026-06-302026-07-24

IJH ISHARES TR26.9K shares0.37%2026-06-302026-07-24

ISHARES TR ISHARES TR17.8K shares-0.03%2026-06-302026-07-24

IWO ISHARES TR4.4K shares-1.26%2026-06-302026-07-24

Sponsored

JMST J P MORGAN EXCHANGE TRADED F30.9K shares-16.39%2026-06-302026-07-24

VTV VANGUARD INDEX FDS6.7K shares-1.91%2026-06-302026-07-24

IWB ISHARES TR3.3K shares-1.40%2026-06-302026-07-24

DFAR DIMENSIONAL ETF TRUST51.2K shares-2.70%2026-06-302026-07-24

IWD ISHARES TR5.4K shares0.00%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR13.7K shares21.36%2026-06-302026-07-24

SDY SPDR SERIES TRUST7.5K shares0.00%2026-06-302026-07-24

AVMA AMERICAN CENTY ETF TR15.7K shares1.54%2026-06-302026-07-24

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.4K shares3.49%2026-06-302026-07-24

PSN PARSONS CORP DEL21.3K shares0.00%2026-06-302026-07-24

VXUS VANGUARD STAR FDS10.8K shares-1.37%2026-06-302026-07-24

AVGE AMERICAN CENTY ETF TR8.9K shares8.72%2026-06-302026-07-24

IWM ISHARES TR2.9K shares-1.61%2026-06-302026-07-24

SPMD SPDR SERIES TRUST12.7K shares0.00%2026-06-302026-07-24

SCHC SCHWAB STRATEGIC TR16.4K shares-1.92%2026-06-302026-07-24

IWF ISHARES TR6.3K shares300.38%2026-06-302026-07-24

Sponsored

CGSM CAPITAL GRP FIXED INCM ETF T28.5K sharesnew addition2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR20.4K shares-9.03%2026-06-302026-07-24

SLYG SPDR SERIES TRUST6.2K shares-2.27%2026-06-302026-07-24

NVDA NVIDIA CORPORATION3.6K shares1.99%2026-06-302026-07-24

JPLD J P MORGAN EXCHANGE TRADED F13.0K shares0.73%2026-06-302026-07-24

O REALTY INCOME CORP10.9K shares0.00%2026-06-302026-07-24

IWV ISHARES TR1.5K shares0.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON2.3K shares2.50%2026-06-302026-07-24

Sponsored

UBCP UNITED BANCORP INC OHIO36.4K shares0.17%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR5.9K shares15.66%2026-06-302026-07-24

SPYG SPDR SERIES TRUST4.7K shares0.00%2026-06-302026-07-24

SPSM SPDR SERIES TRUST9.7K shares-1.40%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR15.9K shares-11.36%2026-06-302026-07-24

EEM ISHARES TR7.8K shares-2.47%2026-06-302026-07-24

JPIN J P MORGAN EXCHANGE TRADED F7.3K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS6.1K shares529.94%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS755 shares3.99%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F8.5K shares0.04%2026-06-302026-07-24

SPTM SPDR SERIES TRUST5.3K shares-1.60%2026-06-302026-07-24

IOO ISHARES TR3.5K shares0.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP3.5K shares42.24%2026-06-302026-07-24

EFA ISHARES TR4.5K shares4.45%2026-06-302026-07-24

CVX CHEVRON CORPORATION2.8K shares0.04%2026-06-302026-07-24

ASML ASML HLDG NV224 shares0.00%2026-06-302026-07-24

Sponsored

JSCP J P MORGAN EXCHANGE TRADED F9.4K shares-0.70%2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP14.5K shares0.00%2026-06-302026-07-24

SYK STRYKER CORPORATION1.4K shares0.00%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR11.7K shares0.00%2026-06-302026-07-24

GSEW GOLDMAN SACHS ETF TR4.5K shares-23.72%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.6K shares0.00%2026-06-302026-07-24

GE GE AEROSPACE1.1K shares0.00%2026-06-302026-07-24

VTWV VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC1.7K shares-2.40%2026-06-302026-07-24

SPYV SPDR SERIES TRUST6.4K shares0.00%2026-06-302026-07-24

AGYS AGILYSYS INC3.4K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.5.0K shares0.00%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION378 shares5.29%2026-06-302026-07-24

AVGV AMERICAN CENTY ETF TR4.1K shares-4.40%2026-06-302026-07-24

AAON AAON INC2.7K shares0.00%2026-06-302026-07-24

DFAU DIMENSIONAL ETF TRUST6.6K shares0.00%2026-06-302026-07-24

Sponsored

VPU VANGUARD WORLD FD1.8K shares0.00%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS3.5K shares7.62%2026-06-302026-07-24

GEV GE VERNOVA INC284 shares3.27%2026-06-302026-07-24

JMUB J P MORGAN EXCHANGE TRADED F6.6K shares-34.75%2026-06-302026-07-24

IJT ISHARES TR1.8K shares0.00%2026-06-302026-07-24

MSFT MICROSOFT CORP868 shares-0.34%2026-06-302026-07-24

VANECK ETF TRUST VANECK ETF TRUST4.3K shares6.88%2026-06-302026-07-24

CVS CVS HEALTH CORP3.0K shares0.00%2026-06-302026-07-24

Sponsored

SHYM BLACKROCK ETF TRUST II13.8K shares0.00%2026-06-302026-07-24

EWZ ISHARES INC8.8K shares16.56%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST5.3K shares0.00%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-06-302026-07-24

BALT INNOVATOR ETFS TRUST8.2K shares10.30%2026-06-302026-07-24

IWR ISHARES TR2.5K shares0.60%2026-06-302026-07-24

IJS ISHARES TR2.0K shares0.00%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC769 shares-1.91%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP873 shares0.00%2026-06-302026-07-24

TPC TUTOR PERINI CORP3.3K shares0.00%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR9.4K shares4.72%2026-06-302026-07-24

SCHY SCHWAB STRATEGIC TR8.1K shares0.00%2026-06-302026-07-24

KMI KINDER MORGAN INC DEL8.0K shares0.23%2026-06-302026-07-24

SPEM SPDR INDEX SHS FDS4.9K shares-6.28%2026-06-302026-07-24

BND VANGUARD BD INDEX FDS3.4K shares0.00%2026-06-302026-07-24

Sponsored

DFAI DIMENSIONAL ETF TRUST6.0K shares-1.74%2026-06-302026-07-24

GLD SPDR GOLD TR675 shares0.00%2026-06-302026-07-24

ESGV VANGUARD WORLD FD1.9K shares0.00%2026-06-302026-07-24

MTBA SIMPLIFY EXCHANGE TRADED FUN5.0K shares0.00%2026-06-302026-07-24

IFRA ISHARES TR3.7K shares0.00%2026-06-302026-07-24

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS1.9K sharesnew addition2026-06-302026-07-24

VSGX VANGUARD WORLD FD2.8K shares0.00%2026-06-302026-07-24

PFF ISHARES TR7.3K shares0.00%2026-06-302026-07-24

Sponsored

SCHX SCHWAB STRATEGIC TR7.2K sharesnew addition2026-06-302026-07-24

NFG NATIONAL FUEL GAS CO2.7K shares0.00%2026-06-302026-07-24

XMAG TIDAL TRUST II8.0K sharesnew addition2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR2.0K sharesnew addition2026-06-302026-07-24

USRT ISHARES TR3.1K sharesnew addition2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST3.8K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC1.3K shares0.00%2026-06-302026-07-24

Sponsored

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-06-302026-07-24

HD HOME DEPOT INC571 sharesnew addition2026-06-302026-07-24

BANCO SANTANDER SA BANCO SANTANDER SA11.5K shares0.00%2026-06-302026-07-24

JBND

J P MORGAN EXCHANGE TRADED F

4.59%

Shares360.3K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

0.29%

Shares51.1K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.70%

Shares47.6K

Event2026-06-30

Filed2026-07-24

BNDX

VANGUARD CHARLOTTE FDS

1.77%

Shares289.8K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

7.53%

Shares173.7K

Event2026-06-30

Filed2026-07-24

DFAE

DIMENSIONAL ETF TRUST

-1.78%

Shares332.1K

Event2026-06-30

Filed2026-07-24

CGXU

CAPITAL GROUP INTL FOCUS EQT

-2.89%

Shares318.6K

Event2026-06-30

Filed2026-07-24

GSIE

GOLDMAN SACHS ETF TR

2.46%

Shares230.4K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-2.00%

Shares132.9K

Event2026-06-30

Filed2026-07-24

CGGR

CAPITAL GROUP GROWTH ETF

2.28%

Shares171.0K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

6.42%

Shares64.2K

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.98%

Shares10.2K

Event2026-06-30

Filed2026-07-24

BBHY

J P MORGAN EXCHANGE TRADED F

12.48%

Shares135.9K

Event2026-06-30

Filed2026-07-24

DFGR

DIMENSIONAL ETF TRUST

4.41%

Shares200.4K

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

-3.80%

Shares134.3K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

-2.22%

Shares32.0K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-6.44%

Shares85.2K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

7.11%

Shares44.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-0.75%

Shares5.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-0.57%

Shares26.3K

Event2026-06-30

Filed2026-07-24

RODM

LATTICE STRATEGIES TR

-11.17%

Shares83.8K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

0.09%

Shares13.6K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.44%

Shares10.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

6.39%

Shares6.8K

Event2026-06-30

Filed2026-07-24

IAGG

ISHARES TR

12.51%

Shares48.7K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-6.27%

Shares4.4K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

-0.88%

Shares9.9K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.37%

Shares26.9K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-0.03%

Shares17.8K

Event2026-06-30

Filed2026-07-24

IWO

ISHARES TR

-1.26%

Shares4.4K

Event2026-06-30

Filed2026-07-24

JMST

J P MORGAN EXCHANGE TRADED F

-16.39%

Shares30.9K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-1.91%

Shares6.7K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-1.40%

Shares3.3K

Event2026-06-30

Filed2026-07-24

DFAR

DIMENSIONAL ETF TRUST

-2.70%

Shares51.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

21.36%

Shares13.7K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

AVMA

AMERICAN CENTY ETF TR

1.54%

Shares15.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

3.49%

Shares3.4K

Event2026-06-30

Filed2026-07-24

PSN

PARSONS CORP DEL

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

-1.37%

Shares10.8K

Event2026-06-30

Filed2026-07-24

AVGE

AMERICAN CENTY ETF TR

8.72%

Shares8.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-1.61%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-24

SCHC

SCHWAB STRATEGIC TR

-1.92%

Shares16.4K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.38%

Shares6.3K

Event2026-06-30

Filed2026-07-24

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares28.5K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

-9.03%

Shares20.4K

Event2026-06-30

Filed2026-07-24

SLYG

SPDR SERIES TRUST

-2.27%

Shares6.2K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

1.99%

Shares3.6K

Event2026-06-30

Filed2026-07-24

JPLD

J P MORGAN EXCHANGE TRADED F

0.73%

Shares13.0K

Event2026-06-30

Filed2026-07-24

REALTY INCOME CORP

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

2.50%

Shares2.3K

Event2026-06-30

Filed2026-07-24

UBCP

UNITED BANCORP INC OHIO

0.17%

Shares36.4K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

15.66%

Shares5.9K

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-1.40%

Shares9.7K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

-11.36%

Shares15.9K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-2.47%

Shares7.8K

Event2026-06-30

Filed2026-07-24

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

529.94%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

3.99%

Shares755

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

0.04%

Shares8.5K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

-1.60%

Shares5.3K

Event2026-06-30

Filed2026-07-24

IOO

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

42.24%

Shares3.5K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

4.45%

Shares4.5K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

0.00%

Shares224

Event2026-06-30

Filed2026-07-24

JSCP

J P MORGAN EXCHANGE TRADED F

-0.70%

Shares9.4K

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-24

GSEW

GOLDMAN SACHS ETF TR

-23.72%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-2.40%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

AGYS

AGILYSYS INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

5.29%

Shares378

Event2026-06-30

Filed2026-07-24

AVGV

AMERICAN CENTY ETF TR

-4.40%

Shares4.1K

Event2026-06-30

Filed2026-07-24

AAON

AAON INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

7.62%

Shares3.5K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

3.27%

Shares284

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

-34.75%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.34%

Shares868

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

6.88%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

SHYM

BLACKROCK ETF TRUST II

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-24

EWZ

ISHARES INC

16.56%

Shares8.8K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

BALT

INNOVATOR ETFS TRUST

10.30%

Shares8.2K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.60%

Shares2.5K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-1.91%

Shares769

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

0.00%

Shares873

Event2026-06-30

Filed2026-07-24

TPC

TUTOR PERINI CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

4.72%

Shares9.4K

Event2026-06-30

Filed2026-07-24

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-24

KMI

KINDER MORGAN INC DEL

0.23%

Shares8.0K

Event2026-06-30

Filed2026-07-24

SPEM

SPDR INDEX SHS FDS

-6.28%

Shares4.9K

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

-1.74%

Shares6.0K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares675

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IFRA

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VANGUARD SCOTTSDALE FDS

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

VSGX

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

New

Shares7.2K

Event2026-06-30

Filed2026-07-24

NFG

NATIONAL FUEL GAS CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

XMAG

TIDAL TRUST II

New

Shares8.0K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

USRT

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

New

Shares571

Event2026-06-30

Filed2026-07-24

BANCO SANTANDER SA

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available