Sponsored

The Analysis of Well Done, LLC's Holdings & P&L

Currently, Well Done, LLC holds 202 types of securities in its portfolio with a total value $743.4M. In the most recent quarter, they have increased their positions in IGV (+104.5K shares, valued at $9.5M), IYZ (+213.1K shares, valued at $9.0M), IDGT (+73.1K shares, valued at $8.8M); decreased their positions in VTV (-63.3K shares, valued at $13.8M), IAU (-106.6K shares, valued at $8.0M), IJH (-56.8K shares, valued at $4.4M); initiated new positions in IGV (+104.5K shares, valued at $9.5M), IYZ (+213.1K shares, valued at $9.0M), IDGT (+73.1K shares, valued at $8.8M).

1M P&L

-3.3M-0.52%

3M P&L

+24.2M+4.07%

HY P&L

+51.5M+9.07%

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/A526.0M

85.4%

2Insurance - Diversified26.1M

4.2%

3Auto Parts9.0M

1.5%

Top Industries by Stock Count

1N/A127 stocks

69.4%

2Banks - Regional5 stocks

2.7%

3Semiconductors5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR124.0K shares1.34%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL112 shares0.00%2026-06-302026-07-24

AVLC AMERICAN CENTY ETF TR363.7K shares7.14%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL51.6K shares1.88%2026-06-302026-07-24

IJH ISHARES TR302.8K shares-15.79%2026-06-302026-07-24

USMV ISHARES TR230.3K shares0.95%2026-06-302026-07-24

QUAL ISHARES TR81.8K shares-0.80%2026-06-302026-07-24

DFSV DIMENSIONAL ETF TRUST457.9K shares-2.21%2026-06-302026-07-24

Sponsored

MTUM ISHARES TR49.7K shares-2.62%2026-06-302026-07-24

BOXX EA SERIES TRUST141.9K shares16.78%2026-06-302026-07-24

DFAI DIMENSIONAL ETF TRUST400.9K shares5.39%2026-06-302026-07-24

DGRO ISHARES TR218.0K shares-0.99%2026-06-302026-07-24

ABBVIE INC ABBVIE INC48.3K shares0.09%2026-06-302026-07-24

ITOT ISHARES TR61.1K shares-1.47%2026-06-302026-07-24

SOXX ISHARES TR15.5K shares-28.13%2026-06-302026-07-24

IGV ISHARES TR104.5K sharesnew addition2026-06-302026-07-24

Sponsored

IAI ISHARES TR52.9K shares6.29%2026-06-302026-07-24

QVAL EA SERIES TRUST165.6K shares8.57%2026-06-302026-07-24

ITA ISHARES TR37.6K shares-7.10%2026-06-302026-07-24

TCV EA SERIES TRUST284.3K shares-0.22%2026-06-302026-07-24

IYJ ISHARES TR54.2K shares2.96%2026-06-302026-07-24

GNTX GENTEX CORP357.3K shares-0.11%2026-06-302026-07-24

IYZ ISHARES TR213.1K sharesnew addition2026-06-302026-07-24

IDHQ INVESCO EXCH TRADED FD TR II205.3K shares-4.25%2026-06-302026-07-24

Sponsored

IDGT ISHARES TR73.1K sharesnew addition2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.9K shares-1.27%2026-06-302026-07-24

VLUE ISHARES TR39.1K shares-0.97%2026-06-302026-07-24

SPHQ INVESCO EXCHANGE TRADED FD T83.9K shares-5.35%2026-06-302026-07-24

EFAV ISHARES TR75.9K shares0.21%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST79.4K shares9.77%2026-06-302026-07-24

SHY ISHARES TR74.8K shares-15.20%2026-06-302026-07-24

VTV VANGUARD INDEX FDS27.9K shares-69.38%2026-06-302026-07-24

Sponsored

EEMV ISHARES INC77.0K shares-1.74%2026-06-302026-07-24

SOFI SOFI TECHNOLOGIES INC285.9K shares13.41%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T23.2K shares-27.17%2026-06-302026-07-24

ACWI ISHARES TR30.9K shares-2.60%2026-06-302026-07-24

VOO VANGUARD INDEX FDS6.8K shares-2.76%2026-06-302026-07-24

AAPL APPLE INC16.1K shares-27.76%2026-06-302026-07-24

IAU ISHARES GOLD TR61.2K shares-63.53%2026-06-302026-07-24

ESGV VANGUARD WORLD FD32.3K shares0.01%2026-06-302026-07-24

Sponsored

IJR ISHARES TR28.5K shares-0.01%2026-06-302026-07-24

ABT ABBOTT LABORATORIES44.7K shares-0.24%2026-06-302026-07-24

AMZN AMAZON COM INC17.0K shares-12.62%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.6K shares-4.69%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR36.7K shares7.01%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F21.2K shares15.17%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC6.8K shares-2.17%2026-06-302026-07-24

MSFT MICROSOFT CORP8.6K shares-9.93%2026-06-302026-07-24

Sponsored

TAXE T ROWE PRICE EXCHANGE-TRADED56.9K shares0.00%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO27.9K shares0.23%2026-06-302026-07-24

ISHARES TR ISHARES TR26.4K shares19.31%2026-06-302026-07-24

QQQ INVESCO QQQ TR3.4K shares-3.09%2026-06-302026-07-24

SLV ISHARES SILVER TR45.4K shares-4.39%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON9.4K shares-4.45%2026-06-302026-07-24

IQLT ISHARES TR47.6K shares-3.49%2026-06-302026-07-24

DON WISDOMTREE TR41.1K shares-1.57%2026-06-302026-07-24

Sponsored

DNL WISDOMTREE TR47.7K shares5.75%2026-06-302026-07-24

CAT CATERPILLAR INC2.1K shares-9.56%2026-06-302026-07-24

EA SERIES TRUST EA SERIES TRUST39.1K sharesnew addition2026-06-302026-07-24

IWR ISHARES TR18.0K shares1.53%2026-06-302026-07-24

BITB BITWISE BITCOIN ETF TR61.9K shares41.95%2026-06-302026-07-24

PG PROCTER & GAMBLE CO13.4K shares0.35%2026-06-302026-07-24

IEMG ISHARES INC23.7K shares12.92%2026-06-302026-07-24

VOE VANGUARD INDEX FDS9.7K shares-0.41%2026-06-302026-07-24

Sponsored

EFA ISHARES TR18.2K shares0.00%2026-06-302026-07-24

AIRR FIRST TR EXCHANGE TRADED FD13.2K shares0.00%2026-06-302026-07-24

AIVL WISDOMTREE TR13.3K shares-0.42%2026-06-302026-07-24

IWV ISHARES TR3.9K shares0.00%2026-06-302026-07-24

IWM ISHARES TR5.6K shares0.20%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS6.4K shares-0.08%2026-06-302026-07-24

SYK STRYKER CORPORATION4.6K shares3.80%2026-06-302026-07-24

QMOM EA SERIES TRUST18.5K shares149.60%2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC3.8K shares1.27%2026-06-302026-07-24

FLOT ISHARES TR25.1K shares24.80%2026-06-302026-07-24

MGK VANGUARD WORLD FD14.5K shares400.00%2026-06-302026-07-24

DGRW WISDOMTREE TR13.3K shares-0.14%2026-06-302026-07-24

RPV INVESCO EXCHANGE TRADED FD T10.4K shares-0.84%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND2.2K shares-13.53%2026-06-302026-07-24

VSGX VANGUARD WORLD FD13.9K shares-5.06%2026-06-302026-07-24

DE DEERE & CO1.8K shares-3.79%2026-06-302026-07-24

Sponsored

FXR FIRST TR EXCHANGE-TRADED FD12.1K shares0.00%2026-06-302026-07-24

GLD SPDR GOLD TR3.0K shares2.12%2026-06-302026-07-24

ETN EATON CORP PLC2.5K shares-0.04%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP7.7K shares-0.12%2026-06-302026-07-24

NVDA NVIDIA CORPORATION5.3K shares304.46%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II3.4K shares-3.06%2026-06-302026-07-24

WMT WALMART INC9.1K shares0.82%2026-06-302026-07-24

DLN WISDOMTREE TR10.0K shares-1.58%2026-06-302026-07-24

Sponsored

FTC FIRST TR EXCHANGE-TRADED ALP4.9K shares0.00%2026-06-302026-07-24

BGIG ETF SER SOLUTIONS26.0K sharesnew addition2026-06-302026-07-24

CZA INVESCO EXCHANGE TRADED FD T7.6K shares-51.18%2026-06-302026-07-24

GQGU ADVISORS INNER CIRCLE FD III36.4K shares0.00%2026-06-302026-07-24

SFLR INNOVATOR ETFS TRUST23.9K shares-0.43%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR26.3K shares0.00%2026-06-302026-07-24

SUSA ISHARES TR5.9K shares0.00%2026-06-302026-07-24

ESML ISHARES TR16.3K shares0.00%2026-06-302026-07-24

Sponsored

ESG FLEXSHARES TR5.2K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP3.3K shares-2.21%2026-06-302026-07-24

IXN ISHARES TR5.9K shares0.00%2026-06-302026-07-24

GOOG ALPHABET INC2.4K shares-10.17%2026-06-302026-07-24

HBAN HUNTINGTON BANCSHARES INC47.6K shares0.03%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F14.0K shares52.94%2026-06-302026-07-24

MRVL MARVELL TECHNOLOGY INC2.8K shares0.25%2026-06-302026-07-24

ACWV ISHARES INC6.9K shares0.01%2026-06-302026-07-24

Sponsored

ESGG FLEXSHARES TR3.6K shares0.00%2026-06-302026-07-24

IVAL EA SERIES TRUST22.5K shares1.12%2026-06-302026-07-24

VISA INC VISA INC2.2K shares-22.60%2026-06-302026-07-24

SVAL ISHARES TR17.6K shares-0.54%2026-06-302026-07-24

SPMO INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-06-302026-07-24

EA SERIES TRUST EA SERIES TRUST8.0K sharesnew addition2026-06-302026-07-24

IWF ISHARES TR5.8K shares300.00%2026-06-302026-07-24

XMLV INVESCO EXCH TRADED FD TR II10.5K shares-1.81%2026-06-302026-07-24

Sponsored

HD HOME DEPOT INC2.0K shares-6.34%2026-06-302026-07-24

DFAX DIMENSIONAL ETF TRUST18.8K shares17.56%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC2.0K sharesnew addition2026-06-302026-07-24

WTFC WINTRUST FINL CORP4.2K shares-8.82%2026-06-302026-07-24

ACWX ISHARES TR8.0K shares20.63%2026-06-302026-07-24

EEM ISHARES TR8.9K shares-0.20%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.1K shares1.25%2026-06-302026-07-24

GEW EA SERIES TRUST10.7K shares0.00%2026-06-302026-07-24

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD29.3K shares0.21%2026-06-302026-07-24

WFC WELLS FARGO & CO6.8K shares-0.09%2026-06-302026-07-24

NUE NUCOR CORP2.5K shares0.08%2026-06-302026-07-24

ARKB ARK 21SHARES BITCOIN ETF27.6K shares-9.39%2026-06-302026-07-24

INFL LISTED FDS TR10.7K sharesnew addition2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC6.0K shares-11.88%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR5.4K sharesnew addition2026-06-302026-07-24

PEP PEPSICO INC3.8K shares-3.17%2026-06-302026-07-24

Sponsored

SCHF SCHWAB STRATEGIC TR18.3K shares0.00%2026-06-302026-07-24

EFV ISHARES TR6.6K shares0.00%2026-06-302026-07-24

RPG INVESCO EXCHANGE TRADED FD T7.7K shares0.00%2026-06-302026-07-24

DSI ISHARES TR3.5K shares-2.07%2026-06-302026-07-24

BSCS INVESCO EXCH TRD SLF IDX FD23.8K shares0.00%2026-06-302026-07-24

CVX CHEVRON CORPORATION2.8K shares-1.55%2026-06-302026-07-24

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

IWN ISHARES TR2.0K shares0.05%2026-06-302026-07-24

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD6.6K shares9.86%2026-06-302026-07-24

AOA ISHARES TR4.4K shares11.31%2026-06-302026-07-24

AVSC AMERICAN CENTY ETF TR5.9K sharesnew addition2026-06-302026-07-24

GUNR FLEXSHARES TR8.4K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS4.7K shares492.55%2026-06-302026-07-24

MO ALTRIA GROUP INC5.6K shares0.48%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40565 shares0.00%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR2.1K shares-25.07%2026-06-302026-07-24

Sponsored

VANECK ETF TRUST VANECK ETF TRUST5.2K shares15.35%2026-06-302026-07-24

REGL PROSHARES TR4.2K shares0.00%2026-06-302026-07-24

MLKN MILLERKNOLL INC18.5K shares0.34%2026-06-302026-07-24

WPM WHEATON PRECIOUS METALS CORP3.3K shares-20.20%2026-06-302026-07-24

AVUS AMERICAN CENTY ETF TR2.8K shares-30.93%2026-06-302026-07-24

ALL ALLSTATE CORP1.5K shares-7.46%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC486 sharesnew addition2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.4K shares1.14%2026-06-302026-07-24

Sponsored

XLG INVESCO EXCHANGE TRADED FD T5.7K shares0.00%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR3.3K sharesnew addition2026-06-302026-07-24

BITW BITWISE 10 CRYPTO INDEX ETF9.1K shares0.03%2026-06-302026-07-24

AMGN AMGEN INC937 shares-13.40%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR9.9K sharesnew addition2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP647 shares1.41%2026-06-302026-07-24

XLE SELECT SECTOR SPDR TR6.1K shares-2.01%2026-06-302026-07-24

DFUV DIMENSIONAL ETF TRUST5.7K shares0.00%2026-06-302026-07-24

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD15.9K shares0.38%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC268 shares-73.85%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP5.4K shares19.51%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC3.0K sharesnew addition2026-06-302026-07-24

IVLU ISHARES TR7.2K shares-7.52%2026-06-302026-07-24

ASML ASML HLDG NV150 sharesnew addition2026-06-302026-07-24

SLF SUN LIFE FINANCIAL INC.3.8K shares0.00%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR3.3K shares11.10%2026-06-302026-07-24

Sponsored

ESGD ISHARES TR2.8K shares0.00%2026-06-302026-07-24

BROADCOM INC BROADCOM INC763 shares9.94%2026-06-302026-07-24

KO COCA COLA CO3.5K shares0.40%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.3K shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS994 shares-0.20%2026-06-302026-07-24

AOK ISHARES TR6.5K shares0.00%2026-06-302026-07-24

TGT TARGET CORP2.0K shares0.10%2026-06-302026-07-24

BBUS J P MORGAN EXCHANGE TRADED F1.9K shares0.00%2026-06-302026-07-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS706 shares-2.35%2026-06-302026-07-24

RFV INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-06-302026-07-24

3M CO 3M CO1.6K shares-6.88%2026-06-302026-07-24

LLY ELI LILLY & CO217 sharesnew addition2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR8.1K shares-10.37%2026-06-302026-07-24

LNG CHENIERE ENERGY INC1.1K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO713 shares-0.56%2026-06-302026-07-24

BMNR BITMINE IMMERSION TECHS INC18.0K shares0.00%2026-06-302026-07-24

Sponsored

BIBL NORTHERN LTS FD TR IV4.0K shares-10.03%2026-06-302026-07-24

BLES NORTHERN LTS FD TR IV4.8K shares-4.02%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-06-302026-07-24

PFE PFIZER INC9.5K shares-4.16%2026-06-302026-07-24

ALPS ETF TR ALPS ETF TR3.3K shares-0.42%2026-06-302026-07-24

SPSM SPDR SERIES TRUST3.9K sharesnew addition2026-06-302026-07-24

URI UNITED RENTALS INC194 sharesnew addition2026-06-302026-07-24

BUFR FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-06-302026-07-24

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.5K sharesnew addition2026-06-302026-07-24

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-07-24

PHG KONINKLIJKE PHILIPS N V7.9K shares3.68%2026-06-302026-07-24

MBWM MERCANTILE BK CORP3.7K sharesnew addition2026-06-302026-07-24

UFPI UFP INDUSTRIES INC2.2K shares0.00%2026-06-302026-07-24

IYF ISHARES TR1.6K sharesnew addition2026-06-302026-07-24

WNC WABASH NATL CORP12.2K shares0.00%2026-06-302026-07-24

CLF CLEVELAND-CLIFFS INC NEW10.6K shares0.54%2026-06-302026-07-24

Sponsored

RANI RANI THERAPEUTICS HLDGS INC52.0K shares0.00%2026-06-302026-07-24

BNCWW CEA INDUSTRIES INC20.0K shares0.00%2026-06-302026-07-24

ISHARES TR

1.34%

Shares124.0K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares112

Event2026-06-30

Filed2026-07-24

AVLC

AMERICAN CENTY ETF TR

7.14%

Shares363.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.88%

Shares51.6K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

-15.79%

Shares302.8K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES TR

0.95%

Shares230.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARES TR

-0.80%

Shares81.8K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

-2.21%

Shares457.9K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

-2.62%

Shares49.7K

Event2026-06-30

Filed2026-07-24

BOXX

EA SERIES TRUST

16.78%

Shares141.9K

Event2026-06-30

Filed2026-07-24

DFAI

DIMENSIONAL ETF TRUST

5.39%

Shares400.9K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

-0.99%

Shares218.0K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.09%

Shares48.3K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-1.47%

Shares61.1K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

-28.13%

Shares15.5K

Event2026-06-30

Filed2026-07-24

IGV

ISHARES TR

New

Shares104.5K

Event2026-06-30

Filed2026-07-24

IAI

ISHARES TR

6.29%

Shares52.9K

Event2026-06-30

Filed2026-07-24

QVAL

EA SERIES TRUST

8.57%

Shares165.6K

Event2026-06-30

Filed2026-07-24

ITA

ISHARES TR

-7.10%

Shares37.6K

Event2026-06-30

Filed2026-07-24

TCV

EA SERIES TRUST

-0.22%

Shares284.3K

Event2026-06-30

Filed2026-07-24

IYJ

ISHARES TR

2.96%

Shares54.2K

Event2026-06-30

Filed2026-07-24

GNTX

GENTEX CORP

-0.11%

Shares357.3K

Event2026-06-30

Filed2026-07-24

IYZ

ISHARES TR

New

Shares213.1K

Event2026-06-30

Filed2026-07-24

IDHQ

INVESCO EXCH TRADED FD TR II

-4.25%

Shares205.3K

Event2026-06-30

Filed2026-07-24

IDGT

ISHARES TR

New

Shares73.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-1.27%

Shares10.9K

Event2026-06-30

Filed2026-07-24

VLUE

ISHARES TR

-0.97%

Shares39.1K

Event2026-06-30

Filed2026-07-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-5.35%

Shares83.9K

Event2026-06-30

Filed2026-07-24

EFAV

ISHARES TR

0.21%

Shares75.9K

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

9.77%

Shares79.4K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

-15.20%

Shares74.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-69.38%

Shares27.9K

Event2026-06-30

Filed2026-07-24

EEMV

ISHARES INC

-1.74%

Shares77.0K

Event2026-06-30

Filed2026-07-24

SOFI

SOFI TECHNOLOGIES INC

13.41%

Shares285.9K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

-27.17%

Shares23.2K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

-2.60%

Shares30.9K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-2.76%

Shares6.8K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-27.76%

Shares16.1K

Event2026-06-30

Filed2026-07-24

IAU

ISHARES GOLD TR

-63.53%

Shares61.2K

Event2026-06-30

Filed2026-07-24

ESGV

VANGUARD WORLD FD

0.01%

Shares32.3K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-0.01%

Shares28.5K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-0.24%

Shares44.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-12.62%

Shares17.0K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-4.69%

Shares10.6K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

7.01%

Shares36.7K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

15.17%

Shares21.2K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.17%

Shares6.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-9.93%

Shares8.6K

Event2026-06-30

Filed2026-07-24

TAXE

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares56.9K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

0.23%

Shares27.9K

Event2026-06-30

Filed2026-07-24

ISHARES TR

19.31%

Shares26.4K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-3.09%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SLV

ISHARES SILVER TR

-4.39%

Shares45.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-4.45%

Shares9.4K

Event2026-06-30

Filed2026-07-24

IQLT

ISHARES TR

-3.49%

Shares47.6K

Event2026-06-30

Filed2026-07-24

DON

WISDOMTREE TR

-1.57%

Shares41.1K

Event2026-06-30

Filed2026-07-24

DNL

WISDOMTREE TR

5.75%

Shares47.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-9.56%

Shares2.1K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

New

Shares39.1K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

1.53%

Shares18.0K

Event2026-06-30

Filed2026-07-24

BITB

BITWISE BITCOIN ETF TR

41.95%

Shares61.9K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

0.35%

Shares13.4K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

12.92%

Shares23.7K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

-0.41%

Shares9.7K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-24

AIRR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-24

AIVL

WISDOMTREE TR

-0.42%

Shares13.3K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.20%

Shares5.6K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.08%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

3.80%

Shares4.6K

Event2026-06-30

Filed2026-07-24

QMOM

EA SERIES TRUST

149.60%

Shares18.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

1.27%

Shares3.8K

Event2026-06-30

Filed2026-07-24

FLOT

ISHARES TR

24.80%

Shares25.1K

Event2026-06-30

Filed2026-07-24

MGK

VANGUARD WORLD FD

400.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

DGRW

WISDOMTREE TR

-0.14%

Shares13.3K

Event2026-06-30

Filed2026-07-24

RPV

INVESCO EXCHANGE TRADED FD T

-0.84%

Shares10.4K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

-13.53%

Shares2.2K

Event2026-06-30

Filed2026-07-24

VSGX

VANGUARD WORLD FD

-5.06%

Shares13.9K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-3.79%

Shares1.8K

Event2026-06-30

Filed2026-07-24

FXR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

2.12%

Shares3.0K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-0.12%

Shares7.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

304.46%

Shares5.3K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

-3.06%

Shares3.4K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.82%

Shares9.1K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-1.58%

Shares10.0K

Event2026-06-30

Filed2026-07-24

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-24

BGIG

ETF SER SOLUTIONS

New

Shares26.0K

Event2026-06-30

Filed2026-07-24

CZA

INVESCO EXCHANGE TRADED FD T

-51.18%

Shares7.6K

Event2026-06-30

Filed2026-07-24

GQGU

ADVISORS INNER CIRCLE FD III

0.00%

Shares36.4K

Event2026-06-30

Filed2026-07-24

SFLR

INNOVATOR ETFS TRUST

-0.43%

Shares23.9K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

ESML

ISHARES TR

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-24

ESG

FLEXSHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-2.21%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-10.17%

Shares2.4K

Event2026-06-30

Filed2026-07-24

HBAN

HUNTINGTON BANCSHARES INC

0.03%

Shares47.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

52.94%

Shares14.0K

Event2026-06-30

Filed2026-07-24

MRVL

MARVELL TECHNOLOGY INC

0.25%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ACWV

ISHARES INC

0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-24

ESGG

FLEXSHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

IVAL

EA SERIES TRUST

1.12%

Shares22.5K

Event2026-06-30

Filed2026-07-24

VISA INC

-22.60%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SVAL

ISHARES TR

-0.54%

Shares17.6K

Event2026-06-30

Filed2026-07-24

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

New

Shares8.0K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares5.8K

Event2026-06-30

Filed2026-07-24

XMLV

INVESCO EXCH TRADED FD TR II

-1.81%

Shares10.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-6.34%

Shares2.0K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

17.56%

Shares18.8K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

WTFC

WINTRUST FINL CORP

-8.82%

Shares4.2K

Event2026-06-30

Filed2026-07-24

ACWX

ISHARES TR

20.63%

Shares8.0K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-0.20%

Shares8.9K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

1.25%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GEW

EA SERIES TRUST

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-24

BSCR

INVESCO EXCH TRD SLF IDX FD

0.21%

Shares29.3K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-0.09%

Shares6.8K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-24

ARKB

ARK 21SHARES BITCOIN ETF

-9.39%

Shares27.6K

Event2026-06-30

Filed2026-07-24

INFL

LISTED FDS TR

New

Shares10.7K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-11.88%

Shares6.0K

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

New

Shares5.4K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-3.17%

Shares3.8K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

RPG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES TR

-2.07%

Shares3.5K

Event2026-06-30

Filed2026-07-24

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

-1.55%

Shares2.8K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-24

IWN

ISHARES TR

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IUS

INVESCO EXCH TRD SLF IDX FD

9.86%

Shares6.6K

Event2026-06-30

Filed2026-07-24

AOA

ISHARES TR

11.31%

Shares4.4K

Event2026-06-30

Filed2026-07-24

AVSC

AMERICAN CENTY ETF TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-24

GUNR

FLEXSHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

492.55%

Shares4.7K

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.48%

Shares5.6K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares565

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

-25.07%

Shares2.1K

Event2026-06-30

Filed2026-07-24

VANECK ETF TRUST

15.35%

Shares5.2K

Event2026-06-30

Filed2026-07-24

REGL

PROSHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MLKN

MILLERKNOLL INC

0.34%

Shares18.5K

Event2026-06-30

Filed2026-07-24

WPM

WHEATON PRECIOUS METALS CORP

-20.20%

Shares3.3K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

-30.93%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

-7.46%

Shares1.5K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

New

Shares486

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

1.14%

Shares1.4K

Event2026-06-30

Filed2026-07-24

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

BITW

BITWISE 10 CRYPTO INDEX ETF

0.03%

Shares9.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-13.40%

Shares937

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

New

Shares9.9K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

1.41%

Shares647

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-2.01%

Shares6.1K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.38%

Shares15.9K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-73.85%

Shares268

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

19.51%

Shares5.4K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-24

IVLU

ISHARES TR

-7.52%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ASML

ASML HLDG NV

New

Shares150

Event2026-06-30

Filed2026-07-24

SLF

SUN LIFE FINANCIAL INC.

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

11.10%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ESGD

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

9.94%

Shares763

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.40%

Shares3.5K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-0.20%

Shares994

Event2026-06-30

Filed2026-07-24

AOK

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BBUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-2.35%

Shares706

Event2026-06-30

Filed2026-07-24

RFV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

3M CO

-6.88%

Shares1.6K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

New

Shares217

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

-10.37%

Shares8.1K

Event2026-06-30

Filed2026-07-24

LNG

CHENIERE ENERGY INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-0.56%

Shares713

Event2026-06-30

Filed2026-07-24

BMNR

BITMINE IMMERSION TECHS INC

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-24

BIBL

NORTHERN LTS FD TR IV

-10.03%

Shares4.0K

Event2026-06-30

Filed2026-07-24

BLES

NORTHERN LTS FD TR IV

-4.02%

Shares4.8K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-4.16%

Shares9.5K

Event2026-06-30

Filed2026-07-24

ALPS ETF TR

-0.42%

Shares3.3K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-24

URI

UNITED RENTALS INC

New

Shares194

Event2026-06-30

Filed2026-07-24

BUFR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

PHG

KONINKLIJKE PHILIPS N V

3.68%

Shares7.9K

Event2026-06-30

Filed2026-07-24

MBWM

MERCANTILE BK CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

UFPI

UFP INDUSTRIES INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

IYF

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

WNC

WABASH NATL CORP

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

CLF

CLEVELAND-CLIFFS INC NEW

0.54%

Shares10.6K

Event2026-06-30

Filed2026-07-24

RANI

RANI THERAPEUTICS HLDGS INC

0.00%

Shares52.0K

Event2026-06-30

Filed2026-07-24

BNCWW

CEA INDUSTRIES INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available