Sponsored

The Analysis of Verus Financial Partners, Inc.'s Holdings & P&L

Currently, Verus Financial Partners, Inc. holds 127 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VO (+84.0K shares, valued at $6.8M), DFUV (+82.2K shares, valued at $4.5M), N/A (+10.4K shares, valued at $3.8M); decreased their positions in AVLV (-59.7K shares, valued at $5.4M), VBR (-2.3K shares, valued at $561.5K), CAT (-354 shares, valued at $377.3K); initiated new positions in INTC (+2.8K shares, valued at $395.7K), WDC (+389 shares, valued at $248.5K), KMX (+4.7K shares, valued at $248.4K).

1M P&L

+21.9M+2.67%

3M P&L

+10.4M+1.26%

HY P&L

-7.5M-0.88%

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/A789.6M

94.9%

2Tobacco8.8M

1.1%

3Consumer Electronics3.6M

0.4%

Top Industries by Stock Count

1N/A57 stocks

50.0%

2Semiconductors5 stocks

4.4%

3Drug Manufacturers - General4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS784.2K shares1.34%2026-06-302026-07-21

BND VANGUARD BD INDEX FDS1.8M shares2.60%2026-06-302026-07-21

VXUS VANGUARD STAR FDS1.0M shares1.48%2026-06-302026-07-21

AVIG AMERICAN CENTY ETF TR1.6M shares1.57%2026-06-302026-07-21

AVSF AMERICAN CENTY ETF TR1.4M shares0.18%2026-06-302026-07-21

MGC VANGUARD WORLD FD201.5K shares-0.12%2026-06-302026-07-21

BIV VANGUARD BD INDEX FDS707.0K shares5.21%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F643.0K shares-0.13%2026-06-302026-07-21

Sponsored

DFIV DIMENSIONAL ETF TRUST861.0K shares1.68%2026-06-302026-07-21

DFUV DIMENSIONAL ETF TRUST833.5K shares10.94%2026-06-302026-07-21

ISHARES TR ISHARES TR47.6K shares-0.61%2026-06-302026-07-21

VBR VANGUARD INDEX FDS132.4K shares-1.72%2026-06-302026-07-21

VV VANGUARD INDEX FDS70.3K shares-0.10%2026-06-302026-07-21

AVLV AMERICAN CENTY ETF TR197.7K shares-23.18%2026-06-302026-07-21

VTIP VANGUARD MALVERN FDS286.8K shares0.83%2026-06-302026-07-21

IXUS ISHARES TR147.7K shares0.66%2026-06-302026-07-21

Sponsored

VTEB VANGUARD MUN BD FDS184.8K shares0.47%2026-06-302026-07-21

VCRM VANGUARD MUN BD FDS118.9K shares21.99%2026-06-302026-07-21

VO VANGUARD INDEX FDS112.2K shares297.65%2026-06-302026-07-21

DVY ISHARES TR44.3K shares-3.33%2026-06-302026-07-21

DFNM DIMENSIONAL ETF TRUST108.3K shares13.08%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC26.7K shares2.57%2026-06-302026-07-21

IJH ISHARES TR56.8K shares-0.53%2026-06-302026-07-21

MO ALTRIA GROUP INC54.7K shares-0.08%2026-06-302026-07-21

Sponsored

VTEI VANGUARD MUN BD FDS37.4K shares28.98%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.9K shares-0.16%2026-06-302026-07-21

AAPL APPLE INC12.5K shares-1.42%2026-06-302026-07-21

VOO VANGUARD INDEX FDS5.0K shares0.06%2026-06-302026-07-21

VTHR VANGUARD SCOTTSDALE FDS7.8K shares-0.74%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F16.1K shares-0.79%2026-06-302026-07-21

IAU ISHARES GOLD TR30.2K shares0.00%2026-06-302026-07-21

IWD ISHARES TR9.2K shares0.01%2026-06-302026-07-21

Sponsored

SCHD SCHWAB STRATEGIC TR67.8K shares-8.05%2026-06-302026-07-21

MSFT MICROSOFT CORP5.5K shares10.42%2026-06-302026-07-21

DOMINION ENERGY INC DOMINION ENERGY INC28.3K shares5.58%2026-06-302026-07-21

HCA HCA HEALTHCARE INC4.8K shares0.00%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS5.7K shares0.00%2026-06-302026-07-21

DFCF DIMENSIONAL ETF TRUST34.3K shares-18.57%2026-06-302026-07-21

VGSH VANGUARD SCOTTSDALE FDS23.7K shares-11.36%2026-06-302026-07-21

VUSB VANGUARD BD INDEX FDS27.0K shares-0.77%2026-06-302026-07-21

Sponsored

GWW WW GRAINGER INC974 shares0.21%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP9.6K shares-6.87%2026-06-302026-07-21

GOOGL ALPHABET INC3.4K shares0.42%2026-06-302026-07-21

DFAS DIMENSIONAL ETF TRUST14.2K shares0.30%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON4.5K shares-9.51%2026-06-302026-07-21

IWF ISHARES TR9.0K shares298.23%2026-06-302026-07-21

AVIV AMERICAN CENTY ETF TR14.2K shares1.13%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2026-06-302026-07-21

Sponsored

VBIL VANGUARD INSTL INDEX FD13.1K shares-0.30%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares-1.29%2026-06-302026-07-21

VB VANGUARD INDEX FDS3.2K shares-1.74%2026-06-302026-07-21

QCOM QUALCOMM INC4.7K shares-3.29%2026-06-302026-07-21

BDN BRANDYWINE RLTY TR272.4K shares4.50%2026-06-302026-07-21

NVDA NVIDIA CORPORATION4.3K shares1.63%2026-06-302026-07-21

AMZN AMAZON COM INC3.5K shares0.81%2026-06-302026-07-21

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares-6.96%2026-06-302026-07-21

Sponsored

GE GE AEROSPACE2.0K shares-6.40%2026-06-302026-07-21

CAT CATERPILLAR INC656 shares-35.05%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP2.2K shares-1.70%2026-06-302026-07-21

LOW LOWES COS INC3.0K shares-0.47%2026-06-302026-07-21

BAC BANK OF AMER CORP11.0K shares0.07%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC1.1K shares0.00%2026-06-302026-07-21

DISV DIMENSIONAL ETF TRUST15.0K shares1.48%2026-06-302026-07-21

DFAX DIMENSIONAL ETF TRUST16.3K shares-0.65%2026-06-302026-07-21

Sponsored

SOUTHERN CO SOUTHERN CO5.9K shares-1.61%2026-06-302026-07-21

NDAQ NASDAQ INC7.0K shares0.00%2026-06-302026-07-21

ILF ISHARES TR16.4K shares1.05%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC476 shares0.00%2026-06-302026-07-21

TJX TJX COS INC NEW3.6K shares0.00%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.4K shares0.91%2026-06-302026-07-21

FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares0.00%2026-06-302026-07-21

GEV GE VERNOVA INC446 shares-7.08%2026-06-302026-07-21

Sponsored

VTV VANGUARD INDEX FDS2.4K shares0.04%2026-06-302026-07-21

VDE VANGUARD WORLD FD3.5K shares0.70%2026-06-302026-07-21

ABBVIE INC ABBVIE INC2.0K shares0.25%2026-06-302026-07-21

GLD SPDR GOLD TR1.4K shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC3.9K shares0.18%2026-06-302026-07-21

AVXC AMERICAN CENTY ETF TR5.7K shares0.00%2026-06-302026-07-21

GLW CORNING INC1.8K shares0.11%2026-06-302026-07-21

VBK VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC1.2K shares1.56%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP2.2K shares-2.00%2026-06-302026-07-21

DFUS DIMENSIONAL ETF TRUST5.0K shares0.10%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW3.2K shares-8.52%2026-06-302026-07-21

HD HOME DEPOT INC1.2K shares0.52%2026-06-302026-07-21

QQQ INVESCO QQQ TR553 shares-2.30%2026-06-302026-07-21

WTV WISDOMTREE TR3.9K shares0.00%2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST5.7K shares0.00%2026-06-302026-07-21

Sponsored

INTC INTEL CORP2.8K sharesnew addition2026-06-302026-07-21

MCK MCKESSON CORP504 shares-3.82%2026-06-302026-07-21

LLY ELI LILLY & CO315 shares0.64%2026-06-302026-07-21

WMT WALMART INC3.2K shares0.53%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC6.3K shares11.80%2026-06-302026-07-21

PPLT ABRDN PLATINUM ETF TRUST25.0K shares900.00%2026-06-302026-07-21

DFSD DIMENSIONAL ETF TRUST7.4K shares0.23%2026-06-302026-07-21

PEP PEPSICO INC2.5K shares0.12%2026-06-302026-07-21

Sponsored

VGT VANGUARD WORLD FD2.8K shares700.58%2026-06-302026-07-21

AVIE AMERICAN CENTY ETF TR4.4K shares0.00%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC7.8K shares0.10%2026-06-302026-07-21

GUNR FLEXSHARES TR6.6K shares0.70%2026-06-302026-07-21

KO COCA COLA CO3.9K shares-2.25%2026-06-302026-07-21

CVX CHEVRON CORPORATION1.9K shares-3.74%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION316 shares0.32%2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC2.1K shares0.05%2026-06-302026-07-21

Sponsored

YUM YUM BRANDS INC1.8K shares44.59%2026-06-302026-07-21

IBIT ISHARES BITCOIN TRUST ETF8.6K shares0.00%2026-06-302026-07-21

WFC WELLS FARGO & CO3.4K shares0.12%2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.8K shares-14.21%2026-06-302026-07-21

CIEN CIENA CORP530 shares0.00%2026-06-302026-07-21

INDA ISHARES TR5.2K shares0.00%2026-06-302026-07-21

UDR UDR INC6.4K shares0.00%2026-06-302026-07-21

VISA INC VISA INC725 shares-39.18%2026-06-302026-07-21

Sponsored

WDC WESTERN DIGITAL CORP389 sharesnew addition2026-06-302026-07-21

KMX CARMAX INC4.7K sharesnew addition2026-06-302026-07-21

MPC MARATHON PETE CORP968 shares0.00%2026-06-302026-07-21

HWM HOWMET AEROSPACE INC916 shares0.00%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC1.8K shares0.00%2026-06-302026-07-21

CSX CSX CORP4.9K shares0.00%2026-06-302026-07-21

PFE PFIZER INC9.0K shares0.23%2026-06-302026-07-21

LRCX LAM RESEARCH CORP500 sharesnew addition2026-06-302026-07-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC452 sharesnew addition2026-06-302026-07-21

AVDE AMERICAN CENTY ETF TR2.4K shares1.28%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC505 sharesnew addition2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC606 sharesnew addition2026-06-302026-07-21

CAH CARDINAL HEALTH INC866 sharesnew addition2026-06-302026-07-21

XBIL RBB FD INC4.1K shares0.00%2026-06-302026-07-21

UAL UNITED AIRLS HLDGS INC1.5K sharesnew addition2026-06-302026-07-21

VANGUARD INDEX FDS

1.34%

Shares784.2K

Event2026-06-30

Filed2026-07-21

BND

VANGUARD BD INDEX FDS

2.60%

Shares1.8M

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

1.48%

Shares1.0M

Event2026-06-30

Filed2026-07-21

AVIG

AMERICAN CENTY ETF TR

1.57%

Shares1.6M

Event2026-06-30

Filed2026-07-21

AVSF

AMERICAN CENTY ETF TR

0.18%

Shares1.4M

Event2026-06-30

Filed2026-07-21

MGC

VANGUARD WORLD FD

-0.12%

Shares201.5K

Event2026-06-30

Filed2026-07-21

BIV

VANGUARD BD INDEX FDS

5.21%

Shares707.0K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

-0.13%

Shares643.0K

Event2026-06-30

Filed2026-07-21

DFIV

DIMENSIONAL ETF TRUST

1.68%

Shares861.0K

Event2026-06-30

Filed2026-07-21

DFUV

DIMENSIONAL ETF TRUST

10.94%

Shares833.5K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-0.61%

Shares47.6K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

-1.72%

Shares132.4K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-0.10%

Shares70.3K

Event2026-06-30

Filed2026-07-21

AVLV

AMERICAN CENTY ETF TR

-23.18%

Shares197.7K

Event2026-06-30

Filed2026-07-21

VTIP

VANGUARD MALVERN FDS

0.83%

Shares286.8K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

0.66%

Shares147.7K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

0.47%

Shares184.8K

Event2026-06-30

Filed2026-07-21

VCRM

VANGUARD MUN BD FDS

21.99%

Shares118.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

297.65%

Shares112.2K

Event2026-06-30

Filed2026-07-21

DVY

ISHARES TR

-3.33%

Shares44.3K

Event2026-06-30

Filed2026-07-21

DFNM

DIMENSIONAL ETF TRUST

13.08%

Shares108.3K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

2.57%

Shares26.7K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-0.53%

Shares56.8K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

-0.08%

Shares54.7K

Event2026-06-30

Filed2026-07-21

VTEI

VANGUARD MUN BD FDS

28.98%

Shares37.4K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.16%

Shares4.9K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-1.42%

Shares12.5K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

0.06%

Shares5.0K

Event2026-06-30

Filed2026-07-21

VTHR

VANGUARD SCOTTSDALE FDS

-0.74%

Shares7.8K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

-0.79%

Shares16.1K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares30.2K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.01%

Shares9.2K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

-8.05%

Shares67.8K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

10.42%

Shares5.5K

Event2026-06-30

Filed2026-07-21

DOMINION ENERGY INC

5.58%

Shares28.3K

Event2026-06-30

Filed2026-07-21

HCA

HCA HEALTHCARE INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-21

DFCF

DIMENSIONAL ETF TRUST

-18.57%

Shares34.3K

Event2026-06-30

Filed2026-07-21

VGSH

VANGUARD SCOTTSDALE FDS

-11.36%

Shares23.7K

Event2026-06-30

Filed2026-07-21

VUSB

VANGUARD BD INDEX FDS

-0.77%

Shares27.0K

Event2026-06-30

Filed2026-07-21

GWW

WW GRAINGER INC

0.21%

Shares974

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

-6.87%

Shares9.6K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

0.42%

Shares3.4K

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

0.30%

Shares14.2K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-9.51%

Shares4.5K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

298.23%

Shares9.0K

Event2026-06-30

Filed2026-07-21

AVIV

AMERICAN CENTY ETF TR

1.13%

Shares14.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VBIL

VANGUARD INSTL INDEX FD

-0.30%

Shares13.1K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.29%

Shares3.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-1.74%

Shares3.2K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

-3.29%

Shares4.7K

Event2026-06-30

Filed2026-07-21

BDN

BRANDYWINE RLTY TR

4.50%

Shares272.4K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.63%

Shares4.3K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.81%

Shares3.5K

Event2026-06-30

Filed2026-07-21

ELV

ELEVANCE HEALTH INC FORMERLY

-6.96%

Shares2.0K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

-6.40%

Shares2.0K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-35.05%

Shares656

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

-1.70%

Shares2.2K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

-0.47%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

0.07%

Shares11.0K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DISV

DIMENSIONAL ETF TRUST

1.48%

Shares15.0K

Event2026-06-30

Filed2026-07-21

DFAX

DIMENSIONAL ETF TRUST

-0.65%

Shares16.3K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

-1.61%

Shares5.9K

Event2026-06-30

Filed2026-07-21

NDAQ

NASDAQ INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-21

ILF

ISHARES TR

1.05%

Shares16.4K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

0.00%

Shares476

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

0.91%

Shares1.4K

Event2026-06-30

Filed2026-07-21

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

-7.08%

Shares446

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VDE

VANGUARD WORLD FD

0.70%

Shares3.5K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.18%

Shares3.9K

Event2026-06-30

Filed2026-07-21

AVXC

AMERICAN CENTY ETF TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

1.56%

Shares1.2K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

-2.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

0.10%

Shares5.0K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

-8.52%

Shares3.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

0.52%

Shares1.2K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

-2.30%

Shares553

Event2026-06-30

Filed2026-07-21

WTV

WISDOMTREE TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

-3.82%

Shares504

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

0.64%

Shares315

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

0.53%

Shares3.2K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

11.80%

Shares6.3K

Event2026-06-30

Filed2026-07-21

PPLT

ABRDN PLATINUM ETF TRUST

900.00%

Shares25.0K

Event2026-06-30

Filed2026-07-21

DFSD

DIMENSIONAL ETF TRUST

0.23%

Shares7.4K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

700.58%

Shares2.8K

Event2026-06-30

Filed2026-07-21

AVIE

AMERICAN CENTY ETF TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

0.10%

Shares7.8K

Event2026-06-30

Filed2026-07-21

GUNR

FLEXSHARES TR

0.70%

Shares6.6K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

-2.25%

Shares3.9K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-3.74%

Shares1.9K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

0.32%

Shares316

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC

44.59%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-14.21%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CIEN

CIENA CORP

0.00%

Shares530

Event2026-06-30

Filed2026-07-21

INDA

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-21

UDR

UDR INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-21

VISA INC

-39.18%

Shares725

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

New

Shares389

Event2026-06-30

Filed2026-07-21

KMX

CARMAX INC

New

Shares4.7K

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

0.00%

Shares968

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

0.00%

Shares916

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

0.23%

Shares9.0K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

New

Shares500

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares452

Event2026-06-30

Filed2026-07-21

AVDE

AMERICAN CENTY ETF TR

1.28%

Shares2.4K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares505

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

New

Shares606

Event2026-06-30

Filed2026-07-21

CAH

CARDINAL HEALTH INC

New

Shares866

Event2026-06-30

Filed2026-07-21

XBIL

RBB FD INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-21

UAL

UNITED AIRLS HLDGS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available