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The Analysis of Werba Rubin Papier Wealth Management's Holdings & P&L

Currently, Werba Rubin Papier Wealth Management holds 309 types of securities in its portfolio with a total value $823.5M. In the most recent quarter, they have increased their positions in VUG (+250.8K shares, valued at $21.6M), AVUS (+34.0K shares, valued at $4.4M), AVDE (+41.2K shares, valued at $3.7M); decreased their positions in NVDA (-17.9K shares, valued at $3.6M), GOOG (-6.6K shares, valued at $2.3M), N/A (-4.3K shares, valued at $1.1M); initiated new positions in QQQ (+2.0K shares, valued at $1.5M), TGT (+11.3K shares, valued at $1.5M), N/A (+2.7K shares, valued at $515.5K).

1M P&L

+9.7M+1.24%

3M P&L

+29.9M+3.90%

HY P&L

-41.5M-4.95%

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/A628.0M

80.0%

2Consumer Electronics33.9M

4.3%

3Semiconductors29.2M

3.7%

Top Industries by Stock Count

1N/A123 stocks

44.9%

2Banks - Diversified10 stocks

3.6%

3Semiconductors9 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR767.3K shares4.64%2026-06-302026-07-28

AVDE AMERICAN CENTY ETF TR876.3K shares4.94%2026-06-302026-07-28

AVUV AMERICAN CENTY ETF TR440.8K shares1.85%2026-06-302026-07-28

AVDV AMERICAN CENTY ETF TR338.7K shares3.42%2026-06-302026-07-28

AAPL APPLE INC117.3K shares-2.17%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS429.8K shares5.75%2026-06-302026-07-28

VTV VANGUARD INDEX FDS122.6K shares7.76%2026-06-302026-07-28

VUG VANGUARD INDEX FDS296.3K shares551.16%2026-06-302026-07-28

Sponsored

NVDA NVIDIA CORPORATION116.0K shares-13.36%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR209.8K shares6.23%2026-06-302026-07-28

IEF ISHARES TR171.0K shares-0.90%2026-06-302026-07-28

SCHQ SCHWAB STRATEGIC TR465.5K shares-2.76%2026-06-302026-07-28

DFIV DIMENSIONAL ETF TRUST249.1K shares3.81%2026-06-302026-07-28

DFSD DIMENSIONAL ETF TRUST276.5K shares6.57%2026-06-302026-07-28

AVSF AMERICAN CENTY ETF TR221.9K shares9.72%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST183.4K shares-0.84%2026-06-302026-07-28

Sponsored

DFAI DIMENSIONAL ETF TRUST237.4K shares7.80%2026-06-302026-07-28

CGCB CAPITAL GRP FIXED INCM ETF T315.6K shares10.76%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS77.8K shares17.15%2026-06-302026-07-28

VSDB VANGUARD MALVERN FDS92.9K shares39.35%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR203.8K shares4.08%2026-06-302026-07-28

AVIG AMERICAN CENTY ETF TR153.6K shares47.15%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST139.5K shares0.57%2026-06-302026-07-28

VOO VANGUARD INDEX FDS9.0K shares-14.16%2026-06-302026-07-28

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EMXC ISHARES INC58.3K shares9.25%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR61.7K shares-2.61%2026-06-302026-07-28

GOOGL ALPHABET INC15.2K shares-4.17%2026-06-302026-07-28

LRCX LAM RESEARCH CORP11.6K shares-6.31%2026-06-302026-07-28

MSFT MICROSOFT CORP13.0K shares-3.89%2026-06-302026-07-28

PRCT PROCEPT BIOROBOTICS CORP210.6K shares0.28%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F79.3K shares6.04%2026-06-302026-07-28

AMZN AMAZON COM INC19.7K shares1.14%2026-06-302026-07-28

Sponsored

DFUS DIMENSIONAL ETF TRUST56.8K shares-0.61%2026-06-302026-07-28

AVGE AMERICAN CENTY ETF TR45.4K shares21.04%2026-06-302026-07-28

VBR VANGUARD INDEX FDS17.7K shares4.77%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS10.2K shares1.81%2026-06-302026-07-28

VOE VANGUARD INDEX FDS17.9K shares6.46%2026-06-302026-07-28

VOT VANGUARD INDEX FDS11.3K shares6.91%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.6K shares0.02%2026-06-302026-07-28

GOOG ALPHABET INC9.5K shares-41.05%2026-06-302026-07-28

Sponsored

DFAT DIMENSIONAL ETF TRUST46.5K shares0.86%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC5.5K shares-10.19%2026-06-302026-07-28

BITW BITWISE 10 CRYPTO INDEX ETF77.2K shares-11.77%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL5.8K shares-2.71%2026-06-302026-07-28

DFAU DIMENSIONAL ETF TRUST54.6K shares22.75%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR83.1K shares-2.85%2026-06-302026-07-28

AVIV AMERICAN CENTY ETF TR35.6K shares-0.89%2026-06-302026-07-28

GLD SPDR GOLD TR7.4K shares3.27%2026-06-302026-07-28

Sponsored

VBK VANGUARD INDEX FDS6.9K shares2.68%2026-06-302026-07-28

VISA INC VISA INC7.2K shares1.48%2026-06-302026-07-28

ISHARES TR ISHARES TR3.2K shares2.42%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC24.3K shares164.98%2026-06-302026-07-28

TSLA TESLA INC5.7K shares3.63%2026-06-302026-07-28

SOXX ISHARES TR3.7K shares2.55%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.0K shares3.63%2026-06-302026-07-28

AVGB AMERICAN CENTY ETF TR43.8K shares49.86%2026-06-302026-07-28

Sponsored

CISCO SYS INC CISCO SYS INC17.7K shares52.62%2026-06-302026-07-28

SNDK SANDISK CORP899 shares-2.39%2026-06-302026-07-28

MQ MARQETA INC493.1K shares0.00%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS25.9K shares7.09%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST49.4K shares-3.31%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP14.2K shares-7.32%2026-06-302026-07-28

VXUS VANGUARD STAR FDS21.4K shares22.38%2026-06-302026-07-28

VGLT VANGUARD SCOTTSDALE FDS31.1K shares86.18%2026-06-302026-07-28

Sponsored

DISV DIMENSIONAL ETF TRUST42.3K shares-1.11%2026-06-302026-07-28

AVRE AMERICAN CENTY ETF TR33.7K shares11.13%2026-06-302026-07-28

ESGD ISHARES TR15.1K shares-3.86%2026-06-302026-07-28

BROADCOM INC BROADCOM INC4.1K shares1.94%2026-06-302026-07-28

LLY ELI LILLY & CO1.3K shares0.63%2026-06-302026-07-28

DFCF DIMENSIONAL ETF TRUST36.3K shares-0.16%2026-06-302026-07-28

QQQ INVESCO QQQ TR2.0K sharesnew addition2026-06-302026-07-28

AVSC AMERICAN CENTY ETF TR20.4K shares-3.69%2026-06-302026-07-28

Sponsored

CDNS CADENCE DESIGN SYSTEM INC4.0K shares-1.85%2026-06-302026-07-28

CGSD CAPITAL GRP FIXED INCM ETF T57.4K shares-5.82%2026-06-302026-07-28

TGT TARGET CORP11.3K sharesnew addition2026-06-302026-07-28

IWY ISHARES TR5.0K shares0.10%2026-06-302026-07-28

DFIC DIMENSIONAL ETF TRUST37.7K shares-0.91%2026-06-302026-07-28

DCOR DIMENSIONAL ETF TRUST16.9K shares-3.47%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares-42.51%2026-06-302026-07-28

BSJQ INVESCO EXCH TRD SLF IDX FD56.3K shares-9.40%2026-06-302026-07-28

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C28.3K shares2.52%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS15.2K shares91.37%2026-06-302026-07-28

KEYS KEYSIGHT TECHNOLOGIES INC3.4K shares15.14%2026-06-302026-07-28

DFIS DIMENSIONAL ETF TRUST33.6K shares35.06%2026-06-302026-07-28

BTC GRAYSCALE BITCOIN MINI TR ET45.2K shares318.65%2026-06-302026-07-28

INTC INTEL CORP8.3K shares-18.87%2026-06-302026-07-28

DFEM DIMENSIONAL ETF TRUST28.1K shares3.21%2026-06-302026-07-28

GILD GILEAD SCIENCES INC8.7K shares2.48%2026-06-302026-07-28

Sponsored

JNJ JOHNSON & JOHNSON4.3K shares3.03%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST13.3K shares-0.03%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC1.5K shares2.21%2026-06-302026-07-28

ABBVIE INC ABBVIE INC4.2K shares11.39%2026-06-302026-07-28

IBHF ISHARES TR46.9K shares0.48%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.1K shares3.57%2026-06-302026-07-28

CAT CATERPILLAR INC987 shares-24.02%2026-06-302026-07-28

VNQ VANGUARD INDEX FDS10.7K shares11.49%2026-06-302026-07-28

Sponsored

ASML ASML HLDG NV516 shares-9.63%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC888 shares25.78%2026-06-302026-07-28

FTCA PUTNAM ETF TRUST137.1K shares0.00%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares15.40%2026-06-302026-07-28

BIL SPDR SERIES TRUST11.0K shares-2.00%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC1.7K shares16.21%2026-06-302026-07-28

VHT VANGUARD WORLD FD3.3K shares2.54%2026-06-302026-07-28

WDC WESTERN DIGITAL CORP1.5K shares-32.70%2026-06-302026-07-28

Sponsored

WMT WALMART INC8.6K shares8.19%2026-06-302026-07-28

DGCB DIMENSIONAL ETF TRUST17.5K shares1.38%2026-06-302026-07-28

IFRA ISHARES TR15.1K shares0.30%2026-06-302026-07-28

ADI ANALOG DEVICES INC2.3K shares4.59%2026-06-302026-07-28

ORACLE CORP ORACLE CORP6.2K shares-0.60%2026-06-302026-07-28

GE GE AEROSPACE2.4K shares-4.45%2026-06-302026-07-28

IAU ISHARES GOLD TR11.4K shares0.00%2026-06-302026-07-28

SVCO SILVACO GROUP INC60.0K shares-52.41%2026-06-302026-07-28

Sponsored

CVX CHEVRON CORPORATION4.9K shares-3.51%2026-06-302026-07-28

PRCH PORCH GROUP INC53.7K shares0.00%2026-06-302026-07-28

VB VANGUARD INDEX FDS2.6K shares0.30%2026-06-302026-07-28

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC6.0K shares34.92%2026-06-302026-07-28

VGT VANGUARD WORLD FD6.6K shares734.61%2026-06-302026-07-28

BAC BANK OF AMER CORP13.7K shares4.50%2026-06-302026-07-28

VANECK ETF TRUST VANECK ETF TRUST10.3K shares0.00%2026-06-302026-07-28

CRM SALESFORCE INC4.9K shares4.94%2026-06-302026-07-28

Sponsored

GWX SPDR INDEX SHS FDS17.4K shares1.22%2026-06-302026-07-28

KO COCA COLA CO9.4K shares4.27%2026-06-302026-07-28

PSA PUBLIC STORAGE2.4K shares0.21%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-28

AVDS AMERICAN CENTY ETF TR9.8K shares-1.78%2026-06-302026-07-28

AVES AMERICAN CENTY ETF TR10.6K shares-5.99%2026-06-302026-07-28

FNDA SCHWAB STRATEGIC TR18.2K shares0.26%2026-06-302026-07-28

BXSL BLACKSTONE SECD LENDING FD29.1K shares134.57%2026-06-302026-07-28

Sponsored

GEV GE VERNOVA INC582 shares1.75%2026-06-302026-07-28

MRK MERCK & CO INC5.2K shares1.90%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC654 shares-0.46%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.6K shares23.35%2026-06-302026-07-28

C CITIGROUP INC4.7K shares-2.44%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS9.0K shares10.04%2026-06-302026-07-28

ALL ALLSTATE CORP2.7K shares14.95%2026-06-302026-07-28

FNDB SCHWAB STRATEGIC TR20.7K shares0.29%2026-06-302026-07-28

Sponsored

SBUX STARBUCKS CORP6.1K shares-10.94%2026-06-302026-07-28

IWF ISHARES TR5.0K shares460.20%2026-06-302026-07-28

IWR ISHARES TR5.4K shares0.04%2026-06-302026-07-28

NETFLIX INC. NETFLIX INC.8.2K shares-10.74%2026-06-302026-07-28

IWP ISHARES TR4.0K shares-2.66%2026-06-302026-07-28

MS MORGAN STANLEY2.8K shares-2.59%2026-06-302026-07-28

T AT&T INC27.9K shares0.63%2026-06-302026-07-28

KLAC KLA CORP1.9K shares479.19%2026-06-302026-07-28

Sponsored

GLW CORNING INC2.2K shares6.07%2026-06-302026-07-28

BK BANK OF NY MELLON CORP3.9K shares1.60%2026-06-302026-07-28

DE DEERE & CO881 shares-8.32%2026-06-302026-07-28

PAVE GLOBAL X FDS9.2K shares-0.21%2026-06-302026-07-28

RTX CORPORATION RTX CORPORATION2.7K sharesnew addition2026-06-302026-07-28

DFGX DIMENSIONAL ETF TRUST9.6K shares-0.49%2026-06-302026-07-28

TJX TJX COS INC NEW3.3K shares17.92%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP985 shares-25.88%2026-06-302026-07-28

Sponsored

HWM HOWMET AEROSPACE INC1.9K shares7.49%2026-06-302026-07-28

DUHP DIMENSIONAL ETF TRUST11.9K shares0.18%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC3.6K shares29.59%2026-06-302026-07-28

DFSV DIMENSIONAL ETF TRUST12.5K shares0.30%2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR9.2K shares0.57%2026-06-302026-07-28

COP CONOCOPHILLIPS4.7K shares-5.30%2026-06-302026-07-28

DIS DISNEY WALT CO5.0K shares5.87%2026-06-302026-07-28

VV VANGUARD INDEX FDS1.4K shares4.92%2026-06-302026-07-28

Sponsored

HD HOME DEPOT INC1.3K shares-23.16%2026-06-302026-07-28

CMI CUMMINS INC664 shares1.22%2026-06-302026-07-28

HSBC HSBC HLDGS PLC4.9K shares-0.65%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.9K shares-7.80%2026-06-302026-07-28

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD9.9K shares-1.13%2026-06-302026-07-28

EUAD SPINNAKER ETF SERIES10.3K shares0.09%2026-06-302026-07-28

BE BLOOM ENERGY CORP1.4K sharesnew addition2026-06-302026-07-28

O REALTY INCOME CORP7.0K shares5.03%2026-06-302026-07-28

Sponsored

ISHARES TR ISHARES TR4.2K sharesnew addition2026-06-302026-07-28

UBS UBS GROUP AG8.3K shares-1.52%2026-06-302026-07-28

PGR PROGRESSIVE CORP1.9K sharesnew addition2026-06-302026-07-28

BA BOEING CO1.9K shares1.29%2026-06-302026-07-28

EFA ISHARES TR3.9K shares0.98%2026-06-302026-07-28

MPC MARATHON PETE CORP1.6K shares-6.19%2026-06-302026-07-28

VGSH VANGUARD SCOTTSDALE FDS6.9K shares25.25%2026-06-302026-07-28

SIVR ABRDN SILVER ETF TRUST6.9K shares0.00%2026-06-302026-07-28

Sponsored

TWLO TWILIO INC1.9K shares-1.52%2026-06-302026-07-28

CTAS CINTAS CORP2.3K shares-5.17%2026-06-302026-07-28

PSX PHILLIPS 662.2K shares-4.92%2026-06-302026-07-28

IBB ISHARES TR2.0K shares0.00%2026-06-302026-07-28

BBVA BANCO BILBAO VIZCAYA ARGENTA15.0K shares-1.58%2026-06-302026-07-28

INDA ISHARES TR7.6K shares-6.57%2026-06-302026-07-28

SNOWFLAKE INC SNOWFLAKE INC1.5K shares-74.45%2026-06-302026-07-28

PEP PEPSICO INC2.7K shares7.86%2026-06-302026-07-28

Sponsored

OEF ISHARES TR999 sharesnew addition2026-06-302026-07-28

IYW ISHARES TR1.4K shares0.00%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW3.7K shares12.44%2026-06-302026-07-28

HPQ HP INC16.2K shares8.19%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO3.8K shares31.45%2026-06-302026-07-28

MFG MIZUHO FINANCIAL GROUP INC36.7K shares-0.59%2026-06-302026-07-28

IJR ISHARES TR2.4K shares1.03%2026-06-302026-07-28

Sponsored

IWB ISHARES TR850 shares0.24%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-1.90%2026-06-302026-07-28

ESML ISHARES TR6.2K shares-6.15%2026-06-302026-07-28

TXN TEXAS INSTRS INC1.2K shares-28.68%2026-06-302026-07-28

URI UNITED RENTALS INC305 shares-7.29%2026-06-302026-07-28

COF CAPITAL ONE FINL CORP1.7K shares0.89%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR1.8K shares-32.15%2026-06-302026-07-28

STT STATE STR CORP2.0K shares-3.25%2026-06-302026-07-28

Sponsored

VZ VERIZON COMMUNICATIONS INC8.0K shares-10.85%2026-06-302026-07-28

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.3K shares10.55%2026-06-302026-07-28

PG PROCTER & GAMBLE CO2.3K shares-32.63%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC1.8K shares-0.33%2026-06-302026-07-28

GWW WW GRAINGER INC241 shares1.26%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW2.6K shares20.66%2026-06-302026-07-28

VGK VANGUARD INTL EQUITY INDEX F3.7K shares1.38%2026-06-302026-07-28

VEU VANGUARD INTL EQUITY INDEX F3.9K shares0.47%2026-06-302026-07-28

Sponsored

ED CONSOLIDATED EDISON INC2.9K shares28.08%2026-06-302026-07-28

ING ING GROEP N.V.10.3K shares-1.49%2026-06-302026-07-28

DFGP DIMENSIONAL ETF TRUST5.9K shares0.79%2026-06-302026-07-28

AVSU AMERICAN CENTY ETF TR3.6K shares-0.19%2026-06-302026-07-28

CVS CVS HEALTH CORP3.1K sharesnew addition2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED918 shares-2.65%2026-06-302026-07-28

NOC NORTHROP GRUMMAN CORP610 shares-6.15%2026-06-302026-07-28

COHR COHERENT CORP786 sharesnew addition2026-06-302026-07-28

Sponsored

IWM ISHARES TR1.0K shares0.10%2026-06-302026-07-28

TLT ISHARES TR3.6K shares0.71%2026-06-302026-07-28

EXC EXELON CORP6.6K shares27.92%2026-06-302026-07-28

VFVA VANGUARD WELLINGTON FD2.1K shares0.10%2026-06-302026-07-28

SPTL SPDR SERIES TRUST11.6K shares0.35%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC1.0K shares-2.34%2026-06-302026-07-28

WFC WELLS FARGO & CO3.6K shares-15.35%2026-06-302026-07-28

FBTC FIDELITY WISE ORIGIN BITCOIN5.9K shares40.15%2026-06-302026-07-28

Sponsored

KMI KINDER MORGAN INC DEL9.3K shares22.99%2026-06-302026-07-28

DOMINION ENERGY INC DOMINION ENERGY INC4.3K sharesnew addition2026-06-302026-07-28

CSM PROSHARES TR3.5K shares0.26%2026-06-302026-07-28

FAST FASTENAL CO6.2K shares12.20%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP3.2K shares-19.16%2026-06-302026-07-28

GSY INVESCO ACTIVELY MANAGED EXC5.8K shares0.19%2026-06-302026-07-28

FTNT FORTINET INC1.9K sharesnew addition2026-06-302026-07-28

AMGN AMGEN INC800 shares15.94%2026-06-302026-07-28

Sponsored

PWZ INVESCO EXCH TRADED FD TR II11.4K sharesnew addition2026-06-302026-07-28

WMB WILLIAMS COS INC3.7K shares8.34%2026-06-302026-07-28

BITQ BITWISE FUNDS TRUST11.2K shares0.00%2026-06-302026-07-28

DHI D R HORTON INC1.7K sharesnew addition2026-06-302026-07-28

WAB WABTEC1.0K shares2.10%2026-06-302026-07-28

ADOBE INC ADOBE INC1.3K shares2.59%2026-06-302026-07-28

SHEL SHELL PLC3.5K shares1.92%2026-06-302026-07-28

ITA ISHARES TR1.1K shares-10.85%2026-06-302026-07-28

Sponsored

DELL DELL TECHNOLOGIES INC613 sharesnew addition2026-06-302026-07-28

3M CO 3M CO1.6K shares3.23%2026-06-302026-07-28

CIEN CIENA CORP533 shares-2.56%2026-06-302026-07-28

TIP ISHARES TR2.4K shares1.19%2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II859 shares-78.11%2026-06-302026-07-28

SMFG SUMITOMO MITSUI FIN GRP INC10.8K shares-1.08%2026-06-302026-07-28

PFE PFIZER INC10.6K shares9.86%2026-06-302026-07-28

TMUS T-MOBILE US INC1.5K sharesnew addition2026-06-302026-07-28

Sponsored

GRMN GARMIN LTD1.1K shares-1.93%2026-06-302026-07-28

VLO VALERO ENERGY CORP965 shares15.16%2026-06-302026-07-28

PLD PROLOGIS INC.1.9K shares1.98%2026-06-302026-07-28

VVV VALVOLINE INC6.3K shares-2.67%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC324 sharesnew addition2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR8.9K shares0.61%2026-06-302026-07-28

PICK ISHARES INC4.2K shares0.00%2026-06-302026-07-28

SYY SYSCO CORP2.9K shares-18.73%2026-06-302026-07-28

Sponsored

DIA STATE STR SPDR DOW JONES IND467 shares6.62%2026-06-302026-07-28

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC736 sharesnew addition2026-06-302026-07-28

BCS BARCLAYS PLC9.0K sharesnew addition2026-06-302026-07-28

BB BLACKBERRY LTD19.1K shares0.00%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW651 shares1.40%2026-06-302026-07-28

MO ALTRIA GROUP INC3.3K shares-8.48%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC705 sharesnew addition2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC604 shares-19.47%2026-06-302026-07-28

Sponsored

ILMN ILLUMINA INC1.4K sharesnew addition2026-06-302026-07-28

SCZ ISHARES TR2.9K shares1.13%2026-06-302026-07-28

CSX CSX CORP5.0K shares1.58%2026-06-302026-07-28

AIG AMERICAN INTL GROUP INC3.1K shares5.35%2026-06-302026-07-28

FDX FEDEX CORP746 shares5.82%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL241 sharesnew addition2026-06-302026-07-28

AVMA AMERICAN CENTY ETF TR3.1K shares-6.12%2026-06-302026-07-28

XLG INVESCO EXCHANGE TRADED FD T3.7K sharesnew addition2026-06-302026-07-28

Sponsored

LIN LINDE PLC435 shares5.33%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO3.9K shares13.19%2026-06-302026-07-28

WELL WELLTOWER INC976 sharesnew addition2026-06-302026-07-28

USFD US FOODS HLDG CORP2.2K shares-18.72%2026-06-302026-07-28

TEL TE CONNECTIVITY PLC1.1K shares6.03%2026-06-302026-07-28

RPRX ROYALTY PHARMA PLC3.9K sharesnew addition2026-06-302026-07-28

TFC TRUIST FINL CORP4.4K sharesnew addition2026-06-302026-07-28

GLTR ABRDN PRECIOUS METALS BASKET1.2K shares0.00%2026-06-302026-07-28

Sponsored

PAYX PAYCHEX INC2.2K sharesnew addition2026-06-302026-07-28

HOOD ROBINHOOD MKTS INC2.2K sharesnew addition2026-06-302026-07-28

AEE AMEREN CORP1.9K sharesnew addition2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.3K sharesnew addition2026-06-302026-07-28

ASH ASHLAND INC3.2K sharesnew addition2026-06-302026-07-28

SNPS SYNOPSYS INC471 sharesnew addition2026-06-302026-07-28

VO VANGUARD INDEX FDS2.6K sharesnew addition2026-06-302026-07-28

EMR EMERSON ELEC CO1.5K sharesnew addition2026-06-302026-07-28

Sponsored

WPM WHEATON PRECIOUS METALS CORP1.8K shares9.07%2026-06-302026-07-28

BUG GLOBAL X FDS5.4K sharesnew addition2026-06-302026-07-28

CRH CRH PLC1.9K sharesnew addition2026-06-302026-07-28

RSG REPUBLIC SVCS INC959 sharesnew addition2026-06-302026-07-28

WSM WILLIAMS SONOMA INC876 sharesnew addition2026-06-302026-07-28

SNA SNAP ON INC506 shares-19.94%2026-06-302026-07-28

CNC CENTENE CORP DEL3.2K sharesnew addition2026-06-302026-07-28

TOL TOLL BROTHERS INC1.2K sharesnew addition2026-06-302026-07-28

Sponsored

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-28

APPLOVIN CORP APPLOVIN CORP391 sharesnew addition2026-06-302026-07-28

DUSB DIMENSIONAL ETF TRUST3.9K sharesnew addition2026-06-302026-07-28

MPWR MONOLITHIC PWR SYS INC145 sharesnew addition2026-06-302026-07-28

NMR NOMURA HLDGS INC21.0K shares1.05%2026-06-302026-07-28

HLN HALEON PLC17.6K sharesnew addition2026-06-302026-07-28

F FORD MTR CO11.7K shares-21.30%2026-06-302026-07-28

BANCO SANTANDER SA BANCO SANTANDER SA10.5K shares-3.00%2026-06-302026-07-28

Sponsored

RXRX RECURSION PHARMACEUTICALS IN37.2K shares0.00%2026-06-302026-07-28

SBS COMPANHIA DE SANEAMENTO BASI14.7K sharesnew addition2026-06-302026-07-28

FLO FLOWERS FOODS INC10.3K sharesnew addition2026-06-302026-07-28

ENIC ENEL CHILE SA17.5K shares1.11%2026-06-302026-07-28

SITC SITE CTRS CORP11.1K sharesnew addition2026-06-302026-07-28

AVUS

AMERICAN CENTY ETF TR

4.64%

Shares767.3K

Event2026-06-30

Filed2026-07-28

AVDE

AMERICAN CENTY ETF TR

4.94%

Shares876.3K

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

1.85%

Shares440.8K

Event2026-06-30

Filed2026-07-28

AVDV

AMERICAN CENTY ETF TR

3.42%

Shares338.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-2.17%

Shares117.3K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

5.75%

Shares429.8K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

7.76%

Shares122.6K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

551.16%

Shares296.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-13.36%

Shares116.0K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

6.23%

Shares209.8K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

-0.90%

Shares171.0K

Event2026-06-30

Filed2026-07-28

SCHQ

SCHWAB STRATEGIC TR

-2.76%

Shares465.5K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL ETF TRUST

3.81%

Shares249.1K

Event2026-06-30

Filed2026-07-28

DFSD

DIMENSIONAL ETF TRUST

6.57%

Shares276.5K

Event2026-06-30

Filed2026-07-28

AVSF

AMERICAN CENTY ETF TR

9.72%

Shares221.9K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-0.84%

Shares183.4K

Event2026-06-30

Filed2026-07-28

DFAI

DIMENSIONAL ETF TRUST

7.80%

Shares237.4K

Event2026-06-30

Filed2026-07-28

CGCB

CAPITAL GRP FIXED INCM ETF T

10.76%

Shares315.6K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

17.15%

Shares77.8K

Event2026-06-30

Filed2026-07-28

VSDB

VANGUARD MALVERN FDS

39.35%

Shares92.9K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

4.08%

Shares203.8K

Event2026-06-30

Filed2026-07-28

AVIG

AMERICAN CENTY ETF TR

47.15%

Shares153.6K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

0.57%

Shares139.5K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-14.16%

Shares9.0K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES INC

9.25%

Shares58.3K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

-2.61%

Shares61.7K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-4.17%

Shares15.2K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-6.31%

Shares11.6K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-3.89%

Shares13.0K

Event2026-06-30

Filed2026-07-28

PRCT

PROCEPT BIOROBOTICS CORP

0.28%

Shares210.6K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

6.04%

Shares79.3K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

1.14%

Shares19.7K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

-0.61%

Shares56.8K

Event2026-06-30

Filed2026-07-28

AVGE

AMERICAN CENTY ETF TR

21.04%

Shares45.4K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

4.77%

Shares17.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

1.81%

Shares10.2K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

6.46%

Shares17.9K

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

6.91%

Shares11.3K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.02%

Shares4.6K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-41.05%

Shares9.5K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

0.86%

Shares46.5K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-10.19%

Shares5.5K

Event2026-06-30

Filed2026-07-28

BITW

BITWISE 10 CRYPTO INDEX ETF

-11.77%

Shares77.2K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.71%

Shares5.8K

Event2026-06-30

Filed2026-07-28

DFAU

DIMENSIONAL ETF TRUST

22.75%

Shares54.6K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-2.85%

Shares83.1K

Event2026-06-30

Filed2026-07-28

AVIV

AMERICAN CENTY ETF TR

-0.89%

Shares35.6K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

3.27%

Shares7.4K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

2.68%

Shares6.9K

Event2026-06-30

Filed2026-07-28

VISA INC

1.48%

Shares7.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

2.42%

Shares3.2K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

164.98%

Shares24.3K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

3.63%

Shares5.7K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

2.55%

Shares3.7K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

3.63%

Shares7.0K

Event2026-06-30

Filed2026-07-28

AVGB

AMERICAN CENTY ETF TR

49.86%

Shares43.8K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

52.62%

Shares17.7K

Event2026-06-30

Filed2026-07-28

SNDK

SANDISK CORP

-2.39%

Shares899

Event2026-06-30

Filed2026-07-28

MARQETA INC

0.00%

Shares493.1K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

7.09%

Shares25.9K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

-3.31%

Shares49.4K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-7.32%

Shares14.2K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

22.38%

Shares21.4K

Event2026-06-30

Filed2026-07-28

VGLT

VANGUARD SCOTTSDALE FDS

86.18%

Shares31.1K

Event2026-06-30

Filed2026-07-28

DISV

DIMENSIONAL ETF TRUST

-1.11%

Shares42.3K

Event2026-06-30

Filed2026-07-28

AVRE

AMERICAN CENTY ETF TR

11.13%

Shares33.7K

Event2026-06-30

Filed2026-07-28

ESGD

ISHARES TR

-3.86%

Shares15.1K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

1.94%

Shares4.1K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

0.63%

Shares1.3K

Event2026-06-30

Filed2026-07-28

DFCF

DIMENSIONAL ETF TRUST

-0.16%

Shares36.3K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

AVSC

AMERICAN CENTY ETF TR

-3.69%

Shares20.4K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC

-1.85%

Shares4.0K

Event2026-06-30

Filed2026-07-28

CGSD

CAPITAL GRP FIXED INCM ETF T

-5.82%

Shares57.4K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

New

Shares11.3K

Event2026-06-30

Filed2026-07-28

IWY

ISHARES TR

0.10%

Shares5.0K

Event2026-06-30

Filed2026-07-28

DFIC

DIMENSIONAL ETF TRUST

-0.91%

Shares37.7K

Event2026-06-30

Filed2026-07-28

DCOR

DIMENSIONAL ETF TRUST

-3.47%

Shares16.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-42.51%

Shares1.5K

Event2026-06-30

Filed2026-07-28

BSJQ

INVESCO EXCH TRD SLF IDX FD

-9.40%

Shares56.3K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

2.52%

Shares28.3K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

91.37%

Shares15.2K

Event2026-06-30

Filed2026-07-28

KEYS

KEYSIGHT TECHNOLOGIES INC

15.14%

Shares3.4K

Event2026-06-30

Filed2026-07-28

DFIS

DIMENSIONAL ETF TRUST

35.06%

Shares33.6K

Event2026-06-30

Filed2026-07-28

BTC

GRAYSCALE BITCOIN MINI TR ET

318.65%

Shares45.2K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

-18.87%

Shares8.3K

Event2026-06-30

Filed2026-07-28

DFEM

DIMENSIONAL ETF TRUST

3.21%

Shares28.1K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

2.48%

Shares8.7K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

3.03%

Shares4.3K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

-0.03%

Shares13.3K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

2.21%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

11.39%

Shares4.2K

Event2026-06-30

Filed2026-07-28

IBHF

ISHARES TR

0.48%

Shares46.9K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

3.57%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-24.02%

Shares987

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

11.49%

Shares10.7K

Event2026-06-30

Filed2026-07-28

ASML

ASML HLDG NV

-9.63%

Shares516

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

25.78%

Shares888

Event2026-06-30

Filed2026-07-28

FTCA

PUTNAM ETF TRUST

0.00%

Shares137.1K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

15.40%

Shares2.1K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

-2.00%

Shares11.0K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

16.21%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

2.54%

Shares3.3K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

-32.70%

Shares1.5K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

8.19%

Shares8.6K

Event2026-06-30

Filed2026-07-28

DGCB

DIMENSIONAL ETF TRUST

1.38%

Shares17.5K

Event2026-06-30

Filed2026-07-28

IFRA

ISHARES TR

0.30%

Shares15.1K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

4.59%

Shares2.3K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

-0.60%

Shares6.2K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

-4.45%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-28

SVCO

SILVACO GROUP INC

-52.41%

Shares60.0K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-3.51%

Shares4.9K

Event2026-06-30

Filed2026-07-28

PRCH

PORCH GROUP INC

0.00%

Shares53.7K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.30%

Shares2.6K

Event2026-06-30

Filed2026-07-28

AGILENT TECHNOLOGIES INC

34.92%

Shares6.0K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

734.61%

Shares6.6K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

4.50%

Shares13.7K

Event2026-06-30

Filed2026-07-28

VANECK ETF TRUST

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

4.94%

Shares4.9K

Event2026-06-30

Filed2026-07-28

GWX

SPDR INDEX SHS FDS

1.22%

Shares17.4K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

4.27%

Shares9.4K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-28

AVDS

AMERICAN CENTY ETF TR

-1.78%

Shares9.8K

Event2026-06-30

Filed2026-07-28

AVES

AMERICAN CENTY ETF TR

-5.99%

Shares10.6K

Event2026-06-30

Filed2026-07-28

FNDA

SCHWAB STRATEGIC TR

0.26%

Shares18.2K

Event2026-06-30

Filed2026-07-28

BXSL

BLACKSTONE SECD LENDING FD

134.57%

Shares29.1K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

1.75%

Shares582

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

1.90%

Shares5.2K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-0.46%

Shares654

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

23.35%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

-2.44%

Shares4.7K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

10.04%

Shares9.0K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

14.95%

Shares2.7K

Event2026-06-30

Filed2026-07-28

FNDB

SCHWAB STRATEGIC TR

0.29%

Shares20.7K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-10.94%

Shares6.1K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

460.20%

Shares5.0K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

0.04%

Shares5.4K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

-10.74%

Shares8.2K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-2.66%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-2.59%

Shares2.8K

Event2026-06-30

Filed2026-07-28

AT&T INC

0.63%

Shares27.9K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

479.19%

Shares1.9K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

6.07%

Shares2.2K

Event2026-06-30

Filed2026-07-28

BANK OF NY MELLON CORP

1.60%

Shares3.9K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-8.32%

Shares881

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X FDS

-0.21%

Shares9.2K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

DFGX

DIMENSIONAL ETF TRUST

-0.49%

Shares9.6K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

17.92%

Shares3.3K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

-25.88%

Shares985

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

7.49%

Shares1.9K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

0.18%

Shares11.9K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

29.59%

Shares3.6K

Event2026-06-30

Filed2026-07-28

DFSV

DIMENSIONAL ETF TRUST

0.30%

Shares12.5K

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

0.57%

Shares9.2K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

-5.30%

Shares4.7K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

5.87%

Shares5.0K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

4.92%

Shares1.4K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-23.16%

Shares1.3K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

1.22%

Shares664

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HLDGS PLC

-0.65%

Shares4.9K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-7.80%

Shares3.9K

Event2026-06-30

Filed2026-07-28

ASE TECHNOLOGY HLDG CO LTD

-1.13%

Shares9.9K

Event2026-06-30

Filed2026-07-28

EUAD

SPINNAKER ETF SERIES

0.09%

Shares10.3K

Event2026-06-30

Filed2026-07-28

BLOOM ENERGY CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

REALTY INCOME CORP

5.03%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

UBS

UBS GROUP AG

-1.52%

Shares8.3K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

BOEING CO

1.29%

Shares1.9K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

0.98%

Shares3.9K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

-6.19%

Shares1.6K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD SCOTTSDALE FDS

25.25%

Shares6.9K

Event2026-06-30

Filed2026-07-28

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

TWLO

TWILIO INC

-1.52%

Shares1.9K

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

-5.17%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

-4.92%

Shares2.2K

Event2026-06-30

Filed2026-07-28

IBB

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-28

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-1.58%

Shares15.0K

Event2026-06-30

Filed2026-07-28

INDA

ISHARES TR

-6.57%

Shares7.6K

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC

-74.45%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

7.86%

Shares2.7K

Event2026-06-30

Filed2026-07-28

OEF

ISHARES TR

New

Shares999

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW

12.44%

Shares3.7K

Event2026-06-30

Filed2026-07-28

HPQ

HP INC

8.19%

Shares16.2K

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO

31.45%

Shares3.8K

Event2026-06-30

Filed2026-07-28

MFG

MIZUHO FINANCIAL GROUP INC

-0.59%

Shares36.7K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

1.03%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

0.24%

Shares850

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-1.90%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ESML

ISHARES TR

-6.15%

Shares6.2K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

-28.68%

Shares1.2K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

-7.29%

Shares305

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP

0.89%

Shares1.7K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-32.15%

Shares1.8K

Event2026-06-30

Filed2026-07-28

STT

STATE STR CORP

-3.25%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-10.85%

Shares8.0K

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTERNATION

10.55%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-32.63%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

-0.33%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

1.26%

Shares241

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

20.66%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD INTL EQUITY INDEX F

1.38%

Shares3.7K

Event2026-06-30

Filed2026-07-28

VEU

VANGUARD INTL EQUITY INDEX F

0.47%

Shares3.9K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

28.08%

Shares2.9K

Event2026-06-30

Filed2026-07-28

ING

ING GROEP N.V.

-1.49%

Shares10.3K

Event2026-06-30

Filed2026-07-28

DFGP

DIMENSIONAL ETF TRUST

0.79%

Shares5.9K

Event2026-06-30

Filed2026-07-28

AVSU

AMERICAN CENTY ETF TR

-0.19%

Shares3.6K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

-2.65%

Shares918

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP

-6.15%

Shares610

Event2026-06-30

Filed2026-07-28

COHR

COHERENT CORP

New

Shares786

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES TR

0.71%

Shares3.6K

Event2026-06-30

Filed2026-07-28

EXC

EXELON CORP

27.92%

Shares6.6K

Event2026-06-30

Filed2026-07-28

VFVA

VANGUARD WELLINGTON FD

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SPTL

SPDR SERIES TRUST

0.35%

Shares11.6K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

-2.34%

Shares1.0K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-15.35%

Shares3.6K

Event2026-06-30

Filed2026-07-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

40.15%

Shares5.9K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN INC DEL

22.99%

Shares9.3K

Event2026-06-30

Filed2026-07-28

DOMINION ENERGY INC

New

Shares4.3K

Event2026-06-30

Filed2026-07-28

CSM

PROSHARES TR

0.26%

Shares3.5K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

12.20%

Shares6.2K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-19.16%

Shares3.2K

Event2026-06-30

Filed2026-07-28

GSY

INVESCO ACTIVELY MANAGED EXC

0.19%

Shares5.8K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

15.94%

Shares800

Event2026-06-30

Filed2026-07-28

PWZ

INVESCO EXCH TRADED FD TR II

New

Shares11.4K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

8.34%

Shares3.7K

Event2026-06-30

Filed2026-07-28

BITQ

BITWISE FUNDS TRUST

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

DHI

D R HORTON INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

WAB

WABTEC

2.10%

Shares1.0K

Event2026-06-30

Filed2026-07-28

ADOBE INC

2.59%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SHEL

SHELL PLC

1.92%

Shares3.5K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

-10.85%

Shares1.1K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

New

Shares613

Event2026-06-30

Filed2026-07-28

3M CO

3.23%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CIEN

CIENA CORP

-2.56%

Shares533

Event2026-06-30

Filed2026-07-28

TIP

ISHARES TR

1.19%

Shares2.4K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

-78.11%

Shares859

Event2026-06-30

Filed2026-07-28

SMFG

SUMITOMO MITSUI FIN GRP INC

-1.08%

Shares10.8K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

9.86%

Shares10.6K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

GRMN

GARMIN LTD

-1.93%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

15.16%

Shares965

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC.

1.98%

Shares1.9K

Event2026-06-30

Filed2026-07-28

VVV

VALVOLINE INC

-2.67%

Shares6.3K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

New

Shares324

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.61%

Shares8.9K

Event2026-06-30

Filed2026-07-28

PICK

ISHARES INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP

-18.73%

Shares2.9K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

6.62%

Shares467

Event2026-06-30

Filed2026-07-28

TRAVELERS COMPANIES INC

New

Shares736

Event2026-06-30

Filed2026-07-28

BCS

BARCLAYS PLC

New

Shares9.0K

Event2026-06-30

Filed2026-07-28

BLACKBERRY LTD

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

1.40%

Shares651

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-8.48%

Shares3.3K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

New

Shares705

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

-19.47%

Shares604

Event2026-06-30

Filed2026-07-28

ILMN

ILLUMINA INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

SCZ

ISHARES TR

1.13%

Shares2.9K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

1.58%

Shares5.0K

Event2026-06-30

Filed2026-07-28

AIG

AMERICAN INTL GROUP INC

5.35%

Shares3.1K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP

5.82%

Shares746

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares241

Event2026-06-30

Filed2026-07-28

AVMA

AMERICAN CENTY ETF TR

-6.12%

Shares3.1K

Event2026-06-30

Filed2026-07-28

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares3.7K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

5.33%

Shares435

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

13.19%

Shares3.9K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

New

Shares976

Event2026-06-30

Filed2026-07-28

USFD

US FOODS HLDG CORP

-18.72%

Shares2.2K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY PLC

6.03%

Shares1.1K

Event2026-06-30

Filed2026-07-28

RPRX

ROYALTY PHARMA PLC

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

TFC

TRUIST FINL CORP

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MKTS INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

AEE

AMEREN CORP

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

ASH

ASHLAND INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC

New

Shares471

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

WPM

WHEATON PRECIOUS METALS CORP

9.07%

Shares1.8K

Event2026-06-30

Filed2026-07-28

BUG

GLOBAL X FDS

New

Shares5.4K

Event2026-06-30

Filed2026-07-28

CRH

CRH PLC

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SVCS INC

New

Shares959

Event2026-06-30

Filed2026-07-28

WSM

WILLIAMS SONOMA INC

New

Shares876

Event2026-06-30

Filed2026-07-28

SNA

SNAP ON INC

-19.94%

Shares506

Event2026-06-30

Filed2026-07-28

CNC

CENTENE CORP DEL

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

TOL

TOLL BROTHERS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP

New

Shares391

Event2026-06-30

Filed2026-07-28

DUSB

DIMENSIONAL ETF TRUST

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

MPWR

MONOLITHIC PWR SYS INC

New

Shares145

Event2026-06-30

Filed2026-07-28

NMR

NOMURA HLDGS INC

1.05%

Shares21.0K

Event2026-06-30

Filed2026-07-28

HLN

HALEON PLC

New

Shares17.6K

Event2026-06-30

Filed2026-07-28

FORD MTR CO

-21.30%

Shares11.7K

Event2026-06-30

Filed2026-07-28

BANCO SANTANDER SA

-3.00%

Shares10.5K

Event2026-06-30

Filed2026-07-28

RXRX

RECURSION PHARMACEUTICALS IN

0.00%

Shares37.2K

Event2026-06-30

Filed2026-07-28

SBS

COMPANHIA DE SANEAMENTO BASI

New

Shares14.7K

Event2026-06-30

Filed2026-07-28

FLO

FLOWERS FOODS INC

New

Shares10.3K

Event2026-06-30

Filed2026-07-28

ENIC

ENEL CHILE SA

1.11%

Shares17.5K

Event2026-06-30

Filed2026-07-28

SITC

SITE CTRS CORP

New

Shares11.1K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available