Sponsored

The Analysis of White Lighthouse Investment Management Inc.'s Holdings & P&L

Currently, White Lighthouse Investment Management Inc. holds 151 types of securities in its portfolio with a total value $802.3M. In the most recent quarter, they have increased their positions in VUG (+1.3M shares, valued at $111.7M), VGT (+220.6K shares, valued at $26.4M), SHV (+87.1K shares, valued at $9.6M); decreased their positions in VYM (-41.3K shares, valued at $6.5M), VCIT (-23.9K shares, valued at $2.0M), VCLT (-11.9K shares, valued at $898.3K); initiated new positions in N/A (+14.8K shares, valued at $2.8M), GREK (+10.0K shares, valued at $752.7K), N/A (+2.6K shares, valued at $383.0K).

1M P&L

-16.3M-2.08%

3M P&L

+6.5M+0.85%

HY P&L

-728.7M-48.70%

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/A741.6M

94.9%

2Internet Content & Information7.4M

0.9%

3Consumer Electronics6.3M

0.8%

Top Industries by Stock Count

1N/A100 stocks

75.2%

2Semiconductors4 stocks

3.0%

3Drug Manufacturers - General4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS1.5M shares522.71%2026-06-302026-08-05

SHV ISHARES TR606.6K shares16.77%2026-06-302026-08-05

VXUS VANGUARD STAR FDS641.1K shares-0.40%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS341.7K shares-10.79%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS390.8K shares1.87%2026-06-302026-08-05

VGT VANGUARD WORLD FD253.0K shares681.29%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS394.3K shares2.83%2026-06-302026-08-05

VTV VANGUARD INDEX FDS128.9K shares-1.72%2026-06-302026-08-05

Sponsored

SCHD SCHWAB STRATEGIC TR835.4K shares22.00%2026-06-302026-08-05

IGM ISHARES TR128.8K shares4.38%2026-06-302026-08-05

IXUS ISHARES TR182.9K shares-1.54%2026-06-302026-08-05

IAU ISHARES GOLD TR196.1K shares1.29%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS168.4K shares-12.42%2026-06-302026-08-05

VOO VANGUARD INDEX FDS18.5K shares-1.84%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS51.9K shares-0.75%2026-06-302026-08-05

DVY ISHARES TR70.0K shares-0.87%2026-06-302026-08-05

Sponsored

IWF ISHARES TR87.3K shares288.23%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS124.7K shares3.63%2026-06-302026-08-05

BIL SPDR SERIES TRUST99.0K shares26.91%2026-06-302026-08-05

VTIP VANGUARD MALVERN FDS179.1K shares5.45%2026-06-302026-08-05

VBR VANGUARD INDEX FDS36.6K shares-0.89%2026-06-302026-08-05

VB VANGUARD INDEX FDS26.6K shares-1.15%2026-06-302026-08-05

QQQ INVESCO QQQ TR9.8K shares0.99%2026-06-302026-08-05

VHT VANGUARD WORLD FD23.8K shares-3.97%2026-06-302026-08-05

Sponsored

VSGX VANGUARD WORLD FD80.0K shares2.60%2026-06-302026-08-05

AAPL APPLE INC21.6K shares-2.26%2026-06-302026-08-05

ESGV VANGUARD WORLD FD47.1K shares0.92%2026-06-302026-08-05

VO VANGUARD INDEX FDS71.9K shares305.00%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS54.3K shares-8.50%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS13.5K shares-1.58%2026-06-302026-08-05

VGSH VANGUARD SCOTTSDALE FDS81.1K shares2.20%2026-06-302026-08-05

IUSB ISHARES TR94.3K shares10.84%2026-06-302026-08-05

Sponsored

GOOG ALPHABET INC12.0K shares-3.21%2026-06-302026-08-05

VOT VANGUARD INDEX FDS13.6K shares2.82%2026-06-302026-08-05

VOE VANGUARD INDEX FDS19.0K shares1.17%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS48.9K shares-0.77%2026-06-302026-08-05

VPU VANGUARD WORLD FD17.6K shares-5.95%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.5K shares4.40%2026-06-302026-08-05

GOOGL ALPHABET INC8.8K shares-8.10%2026-06-302026-08-05

MSFT MICROSOFT CORP8.0K shares-9.79%2026-06-302026-08-05

Sponsored

ESGU ISHARES TR17.4K shares1.13%2026-06-302026-08-05

MUB ISHARES TR26.2K shares4.59%2026-06-302026-08-05

ASTRAZENECA PLC ASTRAZENECA PLC14.8K sharesnew addition2026-06-302026-08-05

SCHP SCHWAB STRATEGIC TR99.2K shares2.29%2026-06-302026-08-05

AMZN AMAZON COM INC10.8K shares-0.48%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F42.5K shares-13.36%2026-06-302026-08-05

CAT CATERPILLAR INC2.3K shares-7.43%2026-06-302026-08-05

GLD SPDR GOLD TR6.3K shares-8.46%2026-06-302026-08-05

Sponsored

IUSG ISHARES TR12.3K shares-0.53%2026-06-302026-08-05

IJT ISHARES TR12.6K shares-2.55%2026-06-302026-08-05

VGK VANGUARD INTL EQUITY INDEX F24.3K shares0.39%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR10.5K shares0.00%2026-06-302026-08-05

DSI ISHARES TR13.3K shares2.43%2026-06-302026-08-05

ESGD ISHARES TR18.0K shares2.89%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F21.7K shares1.62%2026-06-302026-08-05

ISHARES TR ISHARES TR2.3K shares7.00%2026-06-302026-08-05

Sponsored

VEA VANGUARD TAX-MANAGED FDS24.3K shares-0.75%2026-06-302026-08-05

IBB ISHARES TR9.1K shares-2.43%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares-20.90%2026-06-302026-08-05

SOXX ISHARES TR2.5K shares-1.14%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON6.3K shares-0.63%2026-06-302026-08-05

WMT WALMART INC14.0K shares-0.02%2026-06-302026-08-05

IXJ ISHARES TR16.1K shares-0.92%2026-06-302026-08-05

VCR VANGUARD WORLD FD4.0K shares-7.81%2026-06-302026-08-05

Sponsored

SUB ISHARES TR14.5K shares14.75%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC8.5K shares-23.70%2026-06-302026-08-05

VOX VANGUARD WORLD FD8.2K shares-5.27%2026-06-302026-08-05

LLY ELI LILLY & CO1.2K shares0.00%2026-06-302026-08-05

EMB ISHARES TR14.1K shares8.32%2026-06-302026-08-05

JNK SPDR SERIES TRUST13.9K shares-0.44%2026-06-302026-08-05

VWOB VANGUARD WHITEHALL FDS19.6K shares2.12%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS24.7K shares2.57%2026-06-302026-08-05

Sponsored

NULG NUSHARES ETF TR10.4K shares6.27%2026-06-302026-08-05

HYG ISHARES TR15.0K shares13.97%2026-06-302026-08-05

ETFS GOLD TR ETFS GOLD TR30.7K shares-0.59%2026-06-302026-08-05

SUSC ISHARES TR46.4K shares4.04%2026-06-302026-08-05

NVDA NVIDIA CORPORATION5.3K shares0.71%2026-06-302026-08-05

QUAL ISHARES TR4.7K shares5.92%2026-06-302026-08-05

IJR ISHARES TR6.9K shares-0.22%2026-06-302026-08-05

AMGN AMGEN INC2.6K shares-21.00%2026-06-302026-08-05

Sponsored

VFH VANGUARD WORLD FD7.1K shares-0.21%2026-06-302026-08-05

IGSB ISHARES TR17.8K shares0.42%2026-06-302026-08-05

NUSC NUSHARES ETF TR16.9K shares5.63%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW2.3K shares0.00%2026-06-302026-08-05

ESGE ISHARES INC15.2K shares-4.85%2026-06-302026-08-05

ICF ISHARES TR12.1K shares-21.76%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC6.6K shares-1.48%2026-06-302026-08-05

GREK GLOBAL X FDS10.0K sharesnew addition2026-06-302026-08-05

Sponsored

AFFIRM HLDGS INC AFFIRM HLDGS INC9.1K shares13.06%2026-06-302026-08-05

VCLT VANGUARD SCOTTSDALE FDS9.8K shares-54.96%2026-06-302026-08-05

ASML ASML HLDG NV364 shares-0.55%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares-19.21%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.7K shares0.00%2026-06-302026-08-05

VPL VANGUARD INTL EQUITY INDEX F5.9K shares1.38%2026-06-302026-08-05

VANECK ETF TRUST VANECK ETF TRUST9.0K shares-1.10%2026-06-302026-08-05

MO ALTRIA GROUP INC9.2K shares0.01%2026-06-302026-08-05

Sponsored

EW EDWARDS LIFESCIENCES CORP7.1K shares0.00%2026-06-302026-08-05

SCHG SCHWAB STRATEGIC TR18.6K shares-3.46%2026-06-302026-08-05

EFA ISHARES TR6.1K shares0.00%2026-06-302026-08-05

VV VANGUARD INDEX FDS1.8K shares-0.28%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO6.3K shares-34.32%2026-06-302026-08-05

BROADCOM INC BROADCOM INC1.6K shares-2.97%2026-06-302026-08-05

NLY ANNALY CAPITAL MANAGEMENT IN25.5K shares-4.61%2026-06-302026-08-05

BNDX VANGUARD CHARLOTTE FDS11.6K shares4.85%2026-06-302026-08-05

Sponsored

BTI BRITISH AMERN TOB PLC9.1K shares0.00%2026-06-302026-08-05

MTUM ISHARES TR1.6K shares0.00%2026-06-302026-08-05

MRK MERCK & CO INC4.3K shares2.03%2026-06-302026-08-05

MGK VANGUARD WORLD FD5.8K shares231.25%2026-06-302026-08-05

PG PROCTER & GAMBLE CO3.3K shares-37.23%2026-06-302026-08-05

ICLN ISHARES TR23.6K shares2.32%2026-06-302026-08-05

ICSH ISHARES TR9.5K shares35.71%2026-06-302026-08-05

ISHARES TR ISHARES TR4.6K shares-1.09%2026-06-302026-08-05

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.2K shares-3.64%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC1.2K shares-4.13%2026-06-302026-08-05

VCEB VANGUARD WORLD FD6.6K shares5.71%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR2.6K shares2.19%2026-06-302026-08-05

VONG VANGUARD SCOTTSDALE FDS3.2K shares2.44%2026-06-302026-08-05

IWP ISHARES TR2.7K shares5.75%2026-06-302026-08-05

IEMG ISHARES INC4.7K shares0.00%2026-06-302026-08-05

ORACLE CORP ORACLE CORP2.6K sharesnew addition2026-06-302026-08-05

Sponsored

VBK VANGUARD INDEX FDS985 shares1.55%2026-06-302026-08-05

HD HOME DEPOT INC1.0K shares-0.79%2026-06-302026-08-05

SCHC SCHWAB STRATEGIC TR7.1K shares-0.78%2026-06-302026-08-05

SPYG SPDR SERIES TRUST2.6K shares-3.26%2026-06-302026-08-05

SCHF SCHWAB STRATEGIC TR10.9K shares-5.66%2026-06-302026-08-05

IWM ISHARES TR1.0K shares-9.03%2026-06-302026-08-05

UNP UNION PAC CORP1.1K shares-0.45%2026-06-302026-08-05

DE DEERE & CO465 shares0.00%2026-06-302026-08-05

Sponsored

LMT LOCKHEED MARTIN CORP570 shares0.18%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION291 shares0.00%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR5.0K shares3.00%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC451 sharesnew addition2026-06-302026-08-05

EXPE EXPEDIA GROUP INC1.0K sharesnew addition2026-06-302026-08-05

PEP PEPSICO INC1.9K shares0.68%2026-06-302026-08-05

SHE SPDR SERIES TRUST1.7K shares0.00%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F1.6K sharesnew addition2026-06-302026-08-05

Sponsored

VYMI VANGUARD WHITEHALL FDS2.5K shares0.48%2026-06-302026-08-05

KBWB INVESCO EXCH TRADED FD TR II2.6K shares0.08%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC595 shares-0.83%2026-06-302026-08-05

IYW ISHARES TR947 sharesnew addition2026-06-302026-08-05

SPYV SPDR SERIES TRUST3.9K shares2.54%2026-06-302026-08-05

CVX CHEVRON CORPORATION1.4K shares-9.90%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR4.3K shares0.00%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-08-05

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD13.5K shares0.00%2026-06-302026-08-05

SUSA ISHARES TR1.4K sharesnew addition2026-06-302026-08-05

QCOM QUALCOMM INC1.1K sharesnew addition2026-06-302026-08-05

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC2.7K shares-16.11%2026-06-302026-08-05

SCHO SCHWAB STRATEGIC TR8.5K shares0.00%2026-06-302026-08-05

SBUX STARBUCKS CORP2.0K sharesnew addition2026-06-302026-08-05

VUG

VANGUARD INDEX FDS

522.71%

Shares1.5M

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR

16.77%

Shares606.6K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-0.40%

Shares641.1K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

-10.79%

Shares341.7K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

1.87%

Shares390.8K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

681.29%

Shares253.0K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

2.83%

Shares394.3K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

-1.72%

Shares128.9K

Event2026-06-30

Filed2026-08-05

SCHD

SCHWAB STRATEGIC TR

22.00%

Shares835.4K

Event2026-06-30

Filed2026-08-05

IGM

ISHARES TR

4.38%

Shares128.8K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

-1.54%

Shares182.9K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

1.29%

Shares196.1K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

-12.42%

Shares168.4K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

-1.84%

Shares18.5K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-0.75%

Shares51.9K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-0.87%

Shares70.0K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

288.23%

Shares87.3K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

3.63%

Shares124.7K

Event2026-06-30

Filed2026-08-05

BIL

SPDR SERIES TRUST

26.91%

Shares99.0K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

5.45%

Shares179.1K

Event2026-06-30

Filed2026-08-05

VBR

VANGUARD INDEX FDS

-0.89%

Shares36.6K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-1.15%

Shares26.6K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.99%

Shares9.8K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

-3.97%

Shares23.8K

Event2026-06-30

Filed2026-08-05

VSGX

VANGUARD WORLD FD

2.60%

Shares80.0K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-2.26%

Shares21.6K

Event2026-06-30

Filed2026-08-05

ESGV

VANGUARD WORLD FD

0.92%

Shares47.1K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

305.00%

Shares71.9K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

-8.50%

Shares54.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-1.58%

Shares13.5K

Event2026-06-30

Filed2026-08-05

VGSH

VANGUARD SCOTTSDALE FDS

2.20%

Shares81.1K

Event2026-06-30

Filed2026-08-05

IUSB

ISHARES TR

10.84%

Shares94.3K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-3.21%

Shares12.0K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

2.82%

Shares13.6K

Event2026-06-30

Filed2026-08-05

VOE

VANGUARD INDEX FDS

1.17%

Shares19.0K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

-0.77%

Shares48.9K

Event2026-06-30

Filed2026-08-05

VPU

VANGUARD WORLD FD

-5.95%

Shares17.6K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

4.40%

Shares4.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-8.10%

Shares8.8K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-9.79%

Shares8.0K

Event2026-06-30

Filed2026-08-05

ESGU

ISHARES TR

1.13%

Shares17.4K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

4.59%

Shares26.2K

Event2026-06-30

Filed2026-08-05

ASTRAZENECA PLC

New

Shares14.8K

Event2026-06-30

Filed2026-08-05

SCHP

SCHWAB STRATEGIC TR

2.29%

Shares99.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-0.48%

Shares10.8K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

-13.36%

Shares42.5K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-7.43%

Shares2.3K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

-8.46%

Shares6.3K

Event2026-06-30

Filed2026-08-05

IUSG

ISHARES TR

-0.53%

Shares12.3K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES TR

-2.55%

Shares12.6K

Event2026-06-30

Filed2026-08-05

VGK

VANGUARD INTL EQUITY INDEX F

0.39%

Shares24.3K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

DSI

ISHARES TR

2.43%

Shares13.3K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

2.89%

Shares18.0K

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

1.62%

Shares21.7K

Event2026-06-30

Filed2026-08-05

ISHARES TR

7.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-0.75%

Shares24.3K

Event2026-06-30

Filed2026-08-05

IBB

ISHARES TR

-2.43%

Shares9.1K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-20.90%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SOXX

ISHARES TR

-1.14%

Shares2.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-0.63%

Shares6.3K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-0.02%

Shares14.0K

Event2026-06-30

Filed2026-08-05

IXJ

ISHARES TR

-0.92%

Shares16.1K

Event2026-06-30

Filed2026-08-05

VCR

VANGUARD WORLD FD

-7.81%

Shares4.0K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

14.75%

Shares14.5K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-23.70%

Shares8.5K

Event2026-06-30

Filed2026-08-05

VOX

VANGUARD WORLD FD

-5.27%

Shares8.2K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

EMB

ISHARES TR

8.32%

Shares14.1K

Event2026-06-30

Filed2026-08-05

JNK

SPDR SERIES TRUST

-0.44%

Shares13.9K

Event2026-06-30

Filed2026-08-05

VWOB

VANGUARD WHITEHALL FDS

2.12%

Shares19.6K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

2.57%

Shares24.7K

Event2026-06-30

Filed2026-08-05

NULG

NUSHARES ETF TR

6.27%

Shares10.4K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

13.97%

Shares15.0K

Event2026-06-30

Filed2026-08-05

ETFS GOLD TR

-0.59%

Shares30.7K

Event2026-06-30

Filed2026-08-05

SUSC

ISHARES TR

4.04%

Shares46.4K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

0.71%

Shares5.3K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

5.92%

Shares4.7K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

-0.22%

Shares6.9K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-21.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

-0.21%

Shares7.1K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

0.42%

Shares17.8K

Event2026-06-30

Filed2026-08-05

NUSC

NUSHARES ETF TR

5.63%

Shares16.9K

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

-4.85%

Shares15.2K

Event2026-06-30

Filed2026-08-05

ICF

ISHARES TR

-21.76%

Shares12.1K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-1.48%

Shares6.6K

Event2026-06-30

Filed2026-08-05

GREK

GLOBAL X FDS

New

Shares10.0K

Event2026-06-30

Filed2026-08-05

AFFIRM HLDGS INC

13.06%

Shares9.1K

Event2026-06-30

Filed2026-08-05

VCLT

VANGUARD SCOTTSDALE FDS

-54.96%

Shares9.8K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

-0.55%

Shares364

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-19.21%

Shares2.2K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VPL

VANGUARD INTL EQUITY INDEX F

1.38%

Shares5.9K

Event2026-06-30

Filed2026-08-05

VANECK ETF TRUST

-1.10%

Shares9.0K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

0.01%

Shares9.2K

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

SCHG

SCHWAB STRATEGIC TR

-3.46%

Shares18.6K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.28%

Shares1.8K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

-34.32%

Shares6.3K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-2.97%

Shares1.6K

Event2026-06-30

Filed2026-08-05

NLY

ANNALY CAPITAL MANAGEMENT IN

-4.61%

Shares25.5K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD CHARLOTTE FDS

4.85%

Shares11.6K

Event2026-06-30

Filed2026-08-05

BTI

BRITISH AMERN TOB PLC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

2.03%

Shares4.3K

Event2026-06-30

Filed2026-08-05

MGK

VANGUARD WORLD FD

231.25%

Shares5.8K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-37.23%

Shares3.3K

Event2026-06-30

Filed2026-08-05

ICLN

ISHARES TR

2.32%

Shares23.6K

Event2026-06-30

Filed2026-08-05

ICSH

ISHARES TR

35.71%

Shares9.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-1.09%

Shares4.6K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-3.64%

Shares3.2K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-4.13%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VCEB

VANGUARD WORLD FD

5.71%

Shares6.6K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

2.19%

Shares2.6K

Event2026-06-30

Filed2026-08-05

VONG

VANGUARD SCOTTSDALE FDS

2.44%

Shares3.2K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

5.75%

Shares2.7K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

1.55%

Shares985

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-0.79%

Shares1.0K

Event2026-06-30

Filed2026-08-05

SCHC

SCHWAB STRATEGIC TR

-0.78%

Shares7.1K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

-3.26%

Shares2.6K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-5.66%

Shares10.9K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-9.03%

Shares1.0K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-0.45%

Shares1.1K

Event2026-06-30

Filed2026-08-05

DEERE & CO

0.00%

Shares465

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.18%

Shares570

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

0.00%

Shares291

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

3.00%

Shares5.0K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

New

Shares451

Event2026-06-30

Filed2026-08-05

EXPE

EXPEDIA GROUP INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

0.68%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SHE

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

New

Shares1.6K

Event2026-06-30

Filed2026-08-05

VYMI

VANGUARD WHITEHALL FDS

0.48%

Shares2.5K

Event2026-06-30

Filed2026-08-05

KBWB

INVESCO EXCH TRADED FD TR II

0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

-0.83%

Shares595

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

New

Shares947

Event2026-06-30

Filed2026-08-05

SPYV

SPDR SERIES TRUST

2.54%

Shares3.9K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-9.90%

Shares1.4K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

PDBC

INVESCO ACTVELY MNGD ETC FD

0.00%

Shares13.5K

Event2026-06-30

Filed2026-08-05

SUSA

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-16.11%

Shares2.7K

Event2026-06-30

Filed2026-08-05

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available