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The Analysis of Focus Partners Advisor Solutions, LLC's Holdings & P&L

Currently, Focus Partners Advisor Solutions, LLC holds 1243 types of securities in its portfolio with a total value $11.8B. In the most recent quarter, they have increased their positions in VGIT (+1.7M shares, valued at $98.4M), ITOT (+443.1K shares, valued at $72.8M), AVUV (+515.4K shares, valued at $64.3M); decreased their positions in N/A (-120.5K shares, valued at $16.5M), DFAC (-239.0K shares, valued at $10.6M), DFAX (-238.9K shares, valued at $8.8M); initiated new positions in N/A (+383.7K shares, valued at $6.9M), N/A (+221.6K shares, valued at $6.2M), QLTA (+97.9K shares, valued at $4.7M).

1M P&L

+102.9M+0.91%

3M P&L

+507.6M+4.68%

HY P&L

+848.5M+8.07%

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/A9.6B

86.8%

2Consumer Electronics169.3M

1.5%

3Semiconductors164.6M

1.5%

Top Industries by Stock Count

1N/A494 stocks

43.6%

2Banks - Regional36 stocks

3.2%

3Software - Application26 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR5.9M shares8.18%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST17.6M shares-1.34%2026-06-302026-08-06

BSVO EA SERIES TRUST21.1M shares4.80%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS9.6M shares21.03%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR4.7M shares13.95%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST5.6M shares-1.46%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR3.0M shares20.74%2026-06-302026-08-06

DFEM DIMENSIONAL ETF TRUST8.8M shares14.56%2026-06-302026-08-06

Sponsored

IDEV ISHARES TR4.0M shares5.93%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST5.9M shares-2.06%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST6.3M shares23.65%2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST5.0M shares1.01%2026-06-302026-08-06

VTIP VANGUARD MALVERN FDS5.0M shares19.49%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS616.8K shares3.45%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST2.7M shares6.42%2026-06-302026-08-06

AAPL APPLE INC582.8K shares3.85%2026-06-302026-08-06

Sponsored

DUHP DIMENSIONAL ETF TRUST3.9M shares16.68%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST3.5M shares-6.41%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST3.7M shares18.68%2026-06-302026-08-06

DISV DIMENSIONAL ETF TRUST3.1M shares8.11%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST2.4M shares8.57%2026-06-302026-08-06

ISHARES TR ISHARES TR130.2K shares12.64%2026-06-302026-08-06

DFAU DIMENSIONAL ETF TRUST1.8M shares-2.67%2026-06-302026-08-06

NVDA NVIDIA CORPORATION450.4K shares-3.00%2026-06-302026-08-06

Sponsored

DFSV DIMENSIONAL ETF TRUST2.2M shares5.55%2026-06-302026-08-06

DFNM DIMENSIONAL ETF TRUST1.6M shares36.85%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST943.4K shares0.36%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS980.9K shares31.74%2026-06-302026-08-06

IEMG ISHARES INC836.0K shares-9.17%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR704.4K shares29.77%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS911.0K shares16.41%2026-06-302026-08-06

DFGR DIMENSIONAL ETF TRUST2.2M shares22.01%2026-06-302026-08-06

Sponsored

DFIC DIMENSIONAL ETF TRUST1.7M shares61.20%2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR642.7K shares85.34%2026-06-302026-08-06

MSFT MICROSOFT CORP155.1K shares-11.42%2026-06-302026-08-06

AVUS AMERICAN CENTY ETF TR442.4K shares16.15%2026-06-302026-08-06

SCHV SCHWAB STRATEGIC TR1.6M shares4.03%2026-06-302026-08-06

SCHG SCHWAB STRATEGIC TR1.6M shares7.55%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST1.3M shares5.53%2026-06-302026-08-06

VOO VANGUARD INDEX FDS70.8K shares-3.19%2026-06-302026-08-06

Sponsored

EFV ISHARES TR616.0K shares60.82%2026-06-302026-08-06

AMZN AMAZON COM INC191.7K shares5.70%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T58.4K shares72.00%2026-06-302026-08-06

DFCF DIMENSIONAL ETF TRUST964.9K shares27.31%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR1.2M shares-1.06%2026-06-302026-08-06

AVDE AMERICAN CENTY ETF TR414.7K shares11.36%2026-06-302026-08-06

IJR ISHARES TR249.1K shares423.73%2026-06-302026-08-06

BROADCOM INC BROADCOM INC94.1K shares19.70%2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC99.5K shares3.06%2026-06-302026-08-06

GOOGL ALPHABET INC92.2K shares1.96%2026-06-302026-08-06

VB VANGUARD INDEX FDS100.5K shares32.59%2026-06-302026-08-06

WMT WALMART INC266.9K shares76.34%2026-06-302026-08-06

VTV VANGUARD INDEX FDS130.7K shares42.13%2026-06-302026-08-06

SPTM SPDR SERIES TRUST312.5K shares2.22%2026-06-302026-08-06

TSLA TESLA INC67.4K shares1.45%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL56.2K shares-1.17%2026-06-302026-08-06

Sponsored

VBR VANGUARD INDEX FDS115.0K shares-12.80%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO84.3K shares5.89%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR915.1K shares22.03%2026-06-302026-08-06

QQQ INVESCO QQQ TR34.1K shares8.02%2026-06-302026-08-06

IWF ISHARES TR189.3K shares300.27%2026-06-302026-08-06

VUG VANGUARD INDEX FDS266.6K shares598.07%2026-06-302026-08-06

QUAL ISHARES TR103.9K shares-1.91%2026-06-302026-08-06

BIV VANGUARD BD INDEX FDS296.4K shares177.69%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F379.8K shares1.61%2026-06-302026-08-06

CAT CATERPILLAR INC20.9K shares43.45%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST235.3K shares11.53%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC17.9K shares-23.12%2026-06-302026-08-06

SYK STRYKER CORPORATION63.1K shares-12.43%2026-06-302026-08-06

DFSU DIMENSIONAL ETF TRUST416.3K shares2.87%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC34.0K shares-5.83%2026-06-302026-08-06

VXUS VANGUARD STAR FDS214.8K shares-12.86%2026-06-302026-08-06

Sponsored

LPLA LPL FINL HLDGS INC64.4K shares-6.35%2026-06-302026-08-06

CWI SPDR INDEX SHS FDS443.9K shares0.55%2026-06-302026-08-06

VGSH VANGUARD SCOTTSDALE FDS309.1K shares-0.37%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS186.2K shares-4.59%2026-06-302026-08-06

USTB VICTORY PORTFOLIOS II340.5K shares76.39%2026-06-302026-08-06

WWD WOODWARD INC40.5K shares-2.69%2026-06-302026-08-06

LLY ELI LILLY & CO14.0K shares-8.23%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS70.2K shares-12.15%2026-06-302026-08-06

Sponsored

ISHARES TR ISHARES TR157.0K shares140.43%2026-06-302026-08-06

SPMO INVESCO EXCH TRADED FD TR II93.6K shares-16.07%2026-06-302026-08-06

VISA INC VISA INC42.6K shares10.70%2026-06-302026-08-06

INTC INTEL CORP104.7K shares-27.44%2026-06-302026-08-06

IDOG ALPS ETF TR352.1K shares-0.29%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC23.3K shares-1.96%2026-06-302026-08-06

AVIV AMERICAN CENTY ETF TR172.5K shares35.52%2026-06-302026-08-06

VLUE ISHARES TR65.5K shares-2.35%2026-06-302026-08-06

Sponsored

SPDW SPDR INDEX SHS FDS257.2K shares-5.26%2026-06-302026-08-06

IWN ISHARES TR58.2K shares3.24%2026-06-302026-08-06

AVSC AMERICAN CENTY ETF TR172.3K shares4.45%2026-06-302026-08-06

SPHQ INVESCO EXCHANGE TRADED FD T139.6K shares6.40%2026-06-302026-08-06

HYMB SPDR SERIES TRUST492.2K shares-0.96%2026-06-302026-08-06

IQLT ISHARES TR252.1K shares0.13%2026-06-302026-08-06

HD HOME DEPOT INC35.1K shares24.18%2026-06-302026-08-06

FBND FIDELITY MERRIMACK STR TR271.4K shares6.97%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC104.9K shares7.44%2026-06-302026-08-06

CVX CHEVRON CORPORATION73.7K shares14.45%2026-06-302026-08-06

GE GE AEROSPACE32.6K shares-4.54%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T56.9K shares15.91%2026-06-302026-08-06

DFLV DIMENSIONAL ETF TRUST305.1K shares27.91%2026-06-302026-08-06

IEI ISHARES TR102.2K shares7.94%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON47.2K shares-6.74%2026-06-302026-08-06

DFAR DIMENSIONAL ETF TRUST451.6K shares5.31%2026-06-302026-08-06

Sponsored

VBK VANGUARD INDEX FDS32.0K shares1.75%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F135.5K shares34.77%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC23.7K shares14.17%2026-06-302026-08-06

VCSH VANGUARD SCOTTSDALE FDS140.8K shares-10.06%2026-06-302026-08-06

MRK MERCK & CO INC86.1K shares-11.91%2026-06-302026-08-06

SGOV ISHARES TR109.8K shares219.25%2026-06-302026-08-06

SLYV SPDR SERIES TRUST99.9K shares3.51%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC42.5K shares2.47%2026-06-302026-08-06

Sponsored

GEV GE VERNOVA INC8.9K shares-7.39%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS65.2K shares17.15%2026-06-302026-08-06

LRCX LAM RESEARCH CORP23.2K shares-2.60%2026-06-302026-08-06

IVLU ISHARES TR240.5K shares-4.65%2026-06-302026-08-06

ABBVIE INC ABBVIE INC39.5K shares23.74%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS34.7K shares-1.98%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.3K shares20.65%2026-06-302026-08-06

IGM ISHARES TR57.0K shares-17.74%2026-06-302026-08-06

Sponsored

FIX COMFORT SYS USA INC4.6K shares-23.66%2026-06-302026-08-06

SCZ ISHARES TR111.0K shares120.84%2026-06-302026-08-06

PYLD PIMCO ETF TR336.2K shares10.11%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS121.3K shares-20.80%2026-06-302026-08-06

VGT VANGUARD WORLD FD74.3K shares1068.16%2026-06-302026-08-06

IJH ISHARES TR112.6K shares-2.16%2026-06-302026-08-06

VCIT VANGUARD SCOTTSDALE FDS104.4K shares20.84%2026-06-302026-08-06

IVW ISHARES TR61.8K shares0.50%2026-06-302026-08-06

Sponsored

LMT LOCKHEED MARTIN CORP16.6K shares-12.49%2026-06-302026-08-06

COWZ PACER FDS TR135.7K shares21.63%2026-06-302026-08-06

DFSI DIMENSIONAL ETF TRUST184.9K shares35.60%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP13.0K shares-33.39%2026-06-302026-08-06

ORACLE CORP ORACLE CORP55.4K shares-18.83%2026-06-302026-08-06

IUSV ISHARES TR73.0K shares132.21%2026-06-302026-08-06

MUB ISHARES TR74.4K shares6.29%2026-06-302026-08-06

IJS ISHARES TR58.5K shares149.32%2026-06-302026-08-06

Sponsored

BAC BANK OF AMER CORP139.6K shares8.59%2026-06-302026-08-06

SPYV SPDR SERIES TRUST128.9K shares5.97%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC43.3K shares44.66%2026-06-302026-08-06

VTES VANGUARD WELLINGTON FD77.0K shares288.71%2026-06-302026-08-06

MGK VANGUARD WORLD FD88.2K shares358.29%2026-06-302026-08-06

SPHB INVESCO EXCH TRADED FD TR II49.3K shares71.29%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC10.5K shares6.23%2026-06-302026-08-06

JEPI J P MORGAN EXCHANGE TRADED F133.7K shares2.14%2026-06-302026-08-06

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC17.8K shares50.77%2026-06-302026-08-06

DFIS DIMENSIONAL ETF TRUST210.5K shares2.87%2026-06-302026-08-06

PG PROCTER & GAMBLE CO49.1K shares-3.05%2026-06-302026-08-06

PTL NORTHERN LTS FD TR IV25.1K shares11.77%2026-06-302026-08-06

TXN TEXAS INSTRS INC23.8K shares65.28%2026-06-302026-08-06

IWM ISHARES TR23.5K shares-14.00%2026-06-302026-08-06

IXUS ISHARES TR73.7K shares-4.28%2026-06-302026-08-06

ETN EATON CORP PLC16.4K shares-14.89%2026-06-302026-08-06

Sponsored

RTX CORPORATION RTX CORPORATION36.8K shares52.99%2026-06-302026-08-06

REZ ISHARES TR73.4K shares150.38%2026-06-302026-08-06

FMB FIRST TR EXCH TRADED FD III134.4K shares-0.81%2026-06-302026-08-06

FIRST NORTHN CMNTY BANCORP FIRST NORTHN CMNTY BANCORP383.7K sharesnew addition2026-06-302026-08-06

EEM ISHARES TR98.8K shares-5.38%2026-06-302026-08-06

VSS VANGUARD INTL EQUITY INDEX F43.6K shares28.79%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP18.9K shares70.12%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.9K shares-15.39%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC47.9K shares-34.02%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 409.2K shares-26.28%2026-06-302026-08-06

IWL ISHARES TR35.1K shares74.45%2026-06-302026-08-06

IWP ISHARES TR43.9K shares2.94%2026-06-302026-08-06

JPIB J P MORGAN EXCHANGE TRADED F130.1K shares63.53%2026-06-302026-08-06

BLACKROCK ETF TRUST BLACKROCK ETF TRUST221.6K sharesnew addition2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC18.2K shares5.74%2026-06-302026-08-06

DE DEERE & CO9.7K shares-3.92%2026-06-302026-08-06

Sponsored

VCRB VANGUARD MALVERN FDS75.7K shares7.69%2026-06-302026-08-06

AVES AMERICAN CENTY ETF TR89.1K shares1.54%2026-06-302026-08-06

WFC WELLS FARGO & CO69.1K shares22.15%2026-06-302026-08-06

VO VANGUARD INDEX FDS69.6K shares578.38%2026-06-302026-08-06

IVE ISHARES TR24.6K shares32.45%2026-06-302026-08-06

IAU ISHARES GOLD TR73.9K shares0.57%2026-06-302026-08-06

DON WISDOMTREE TR98.7K shares-3.04%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO96.5K shares-21.18%2026-06-302026-08-06

Sponsored

CHUBB LIMITED CHUBB LIMITED16.0K shares-8.97%2026-06-302026-08-06

IWS ISHARES TR33.0K shares-2.50%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC46.3K shares-37.93%2026-06-302026-08-06

TJX TJX COS INC NEW35.3K shares-6.48%2026-06-302026-08-06

DFEV DIMENSIONAL ETF TRUST125.0K shares348.34%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR180.3K shares9.26%2026-06-302026-08-06

PSX PHILLIPS 6630.4K shares-2.64%2026-06-302026-08-06

KO COCA COLA CO63.0K shares1.00%2026-06-302026-08-06

Sponsored

SPIB SPDR SERIES TRUST152.4K shares-0.33%2026-06-302026-08-06

MIAX MIAMI INTL HLDGS INC136.7K shares1224.58%2026-06-302026-08-06

ASML ASML HLDG NV2.5K shares3.30%2026-06-302026-08-06

IWD ISHARES TR20.5K shares14.53%2026-06-302026-08-06

ESGU ISHARES TR30.3K shares0.37%2026-06-302026-08-06

DFSB DIMENSIONAL ETF TRUST94.3K shares16.31%2026-06-302026-08-06

MO ALTRIA GROUP INC68.1K shares61.73%2026-06-302026-08-06

CGGR CAPITAL GROUP GROWTH ETF103.6K shares7.47%2026-06-302026-08-06

Sponsored

BA BOEING CO22.5K shares14.86%2026-06-302026-08-06

SHY ISHARES TR58.8K shares-10.55%2026-06-302026-08-06

IWV ISHARES TR11.3K shares125.16%2026-06-302026-08-06

GLW CORNING INC18.7K shares-37.18%2026-06-302026-08-06

SNDK SANDISK CORP2.1K shares-54.60%2026-06-302026-08-06

UNP UNION PAC CORP17.5K shares8.65%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.9K shares115.19%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II15.4K shares5.44%2026-06-302026-08-06

Sponsored

DYNF BLACKROCK ETF TRUST68.7K shares0.11%2026-06-302026-08-06

QLTA ISHARES TR97.9K sharesnew addition2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.65.0K shares-13.22%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO13.8K shares-17.07%2026-06-302026-08-06

SCHZ SCHWAB STRATEGIC TR200.1K shares0.69%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS90.8K shares5.85%2026-06-302026-08-06

TLH ISHARES TR45.7K shares289.52%2026-06-302026-08-06

EIX EDISON INTL61.5K shares-28.78%2026-06-302026-08-06

Sponsored

CNC CENTENE CORP DEL70.3K shares-37.60%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC106.3K shares4.83%2026-06-302026-08-06

IGIB ISHARES TR84.7K shares-2.32%2026-06-302026-08-06

USMV ISHARES TR46.4K shares1.64%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR23.4K shares-11.90%2026-06-302026-08-06

SUB ISHARES TR41.4K shares7.36%2026-06-302026-08-06

CASY CASEYS GEN STORES INC5.5K shares-2.15%2026-06-302026-08-06

DGRO ISHARES TR57.8K shares-11.23%2026-06-302026-08-06

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F85.0K shares6.18%2026-06-302026-08-06

JPIE J P MORGAN EXCHANGE TRADED F93.2K shares9.83%2026-06-302026-08-06

ISHARES TR ISHARES TR43.2K shares-19.09%2026-06-302026-08-06

SLYG SPDR SERIES TRUST35.6K shares8.81%2026-06-302026-08-06

VOE VANGUARD INDEX FDS21.3K shares0.51%2026-06-302026-08-06

GLD SPDR GOLD TR11.4K shares10.26%2026-06-302026-08-06

UMBF UMB FINL CORP29.2K shares4.11%2026-06-302026-08-06

VOT VANGUARD INDEX FDS13.6K shares9.83%2026-06-302026-08-06

Sponsored

IYW ISHARES TR16.5K shares4.93%2026-06-302026-08-06

GM GENERAL MTRS CO53.9K shares-13.40%2026-06-302026-08-06

HYD VANECK ETF TRUST80.5K shares4.09%2026-06-302026-08-06

ISTB ISHARES TR85.2K sharesnew addition2026-06-302026-08-06

JBHT HUNT J B TRANS SVCS INC14.1K shares-21.72%2026-06-302026-08-06

MMIT NEW YORK LIFE INVTS ACTIVE E167.9K shares-11.17%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO42.3K shares35.90%2026-06-302026-08-06

PCG PG&E CORP240.5K shares-25.72%2026-06-302026-08-06

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IDV ISHARES TR97.2K shares4.87%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR76.2K shares-2.50%2026-06-302026-08-06

ABNB AIRBNB INC28.0K shares-23.28%2026-06-302026-08-06

EMXC ISHARES INC39.2K shares40.68%2026-06-302026-08-06

AVRE AMERICAN CENTY ETF TR83.7K shares0.44%2026-06-302026-08-06

STIP ISHARES TR38.8K shares46.34%2026-06-302026-08-06

C CITIGROUP INC28.1K shares-22.06%2026-06-302026-08-06

VPLS VANGUARD MALVERN FDS49.8K shares31.62%2026-06-302026-08-06

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MDYV SPDR SERIES TRUST40.5K shares125.64%2026-06-302026-08-06

MPC MARATHON PETE CORP14.8K shares23.44%2026-06-302026-08-06

3M CO 3M CO23.4K shares-12.25%2026-06-302026-08-06

DIS DISNEY WALT CO39.1K shares-15.85%2026-06-302026-08-06

TER TERADYNE INC7.7K shares-30.43%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP27.2K shares-81.56%2026-06-302026-08-06

DAL DELTA AIR LINES INC39.8K shares-29.17%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS71.8K shares276.45%2026-06-302026-08-06

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EFA ISHARES TR35.7K shares96.77%2026-06-302026-08-06

CMI CUMMINS INC5.2K shares-15.95%2026-06-302026-08-06

IUSB ISHARES TR79.1K shares0.37%2026-06-302026-08-06

VGSR MANAGER DIRECTED PORTFOLIOS317.4K shares-9.75%2026-06-302026-08-06

EWX SPDR INDEX SHS FDS48.6K shares3.76%2026-06-302026-08-06

MTUM ISHARES TR10.5K shares3.29%2026-06-302026-08-06

FDX FEDEX CORP11.4K shares-24.47%2026-06-302026-08-06

PFE PFIZER INC145.4K shares19.51%2026-06-302026-08-06

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GSLC GOLDMAN SACHS ETF TR24.5K shares2.24%2026-06-302026-08-06

FTI TECHNIPFMC PLC52.3K shares-32.96%2026-06-302026-08-06

AVSF AMERICAN CENTY ETF TR74.0K shares-0.35%2026-06-302026-08-06

GRID FIRST TR EXCHANGE-TRADED FD17.9K shares60.21%2026-06-302026-08-06

COP CONOCOPHILLIPS32.6K shares-18.01%2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC53.8K shares-9.40%2026-06-302026-08-06

SCHC SCHWAB STRATEGIC TR70.1K shares63.72%2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF100.9K shares3.87%2026-06-302026-08-06

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IWB ISHARES TR8.2K shares0.21%2026-06-302026-08-06

ANET ARISTA NETWORKS INC19.6K shares-48.07%2026-06-302026-08-06

SCHA SCHWAB STRATEGIC TR91.9K shares61.59%2026-06-302026-08-06

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION22.5K shares1.93%2026-06-302026-08-06

SNOWFLAKE INC SNOWFLAKE INC12.9K shares-22.42%2026-06-302026-08-06

INCY INCYTE CORP28.7K shares-23.84%2026-06-302026-08-06

BLK BLACKROCK INC3.4K shares-7.67%2026-06-302026-08-06

APH AMPHENOL CORP18.4K shares-34.96%2026-06-302026-08-06

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TGT TARGET CORP24.8K shares-4.04%2026-06-302026-08-06

FTNT FORTINET INC21.1K shares-49.49%2026-06-302026-08-06

VLO VALERO ENERGY CORP12.4K shares6.08%2026-06-302026-08-06

XSVM INVESCO EXCHANGE TRADED FD T46.3K shares1.10%2026-06-302026-08-06

TPR TAPESTRY INC22.0K shares-29.67%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP16.0K shares13.45%2026-06-302026-08-06

USB US BANCORP53.1K shares-20.88%2026-06-302026-08-06

DGRW WISDOMTREE TR33.5K shares-40.60%2026-06-302026-08-06

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VIGI VANGUARD WHITEHALL FDS33.9K shares6.89%2026-06-302026-08-06

FNDA SCHWAB STRATEGIC TR82.7K shares-51.36%2026-06-302026-08-06

VPL VANGUARD INTL EQUITY INDEX F27.2K shares-4.99%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC9.5K shares-13.62%2026-06-302026-08-06

OUSM ALPS ETF TR65.5K shares-1.08%2026-06-302026-08-06

DFSE DIMENSIONAL ETF TRUST63.3K shares14.87%2026-06-302026-08-06

CRS CARPENTER TECHNOLOGY CORP5.0K shares54.78%2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC11.3K shares10.26%2026-06-302026-08-06

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TPIF TIMOTHY PLAN80.4K shares13.38%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares-20.00%2026-06-302026-08-06

DVY ISHARES TR19.2K shares16.16%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW8.0K shares-19.51%2026-06-302026-08-06

PAVE GLOBAL X FDS49.4K shares96.76%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR98.9K shares-3.79%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F18.5K shares-0.33%2026-06-302026-08-06

RSPT INVESCO EXCHANGE TRADED FD T43.8K shares-26.70%2026-06-302026-08-06

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VNQI VANGUARD INTL EQUITY INDEX F62.9K shares-6.14%2026-06-302026-08-06

STPZ PIMCO ETF TR52.5K shares-1.47%2026-06-302026-08-06

NEM NEWMONT CORP29.9K shares-33.29%2026-06-302026-08-06

IMTM ISHARES TR52.3K shares6.31%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC2.7K shares42.49%2026-06-302026-08-06

VV VANGUARD INDEX FDS8.1K shares6.35%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC6.4K shares-9.59%2026-06-302026-08-06

PJIO PGIM ETF TR39.4K shares1.58%2026-06-302026-08-06

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USRT ISHARES TR40.8K shares19.81%2026-06-302026-08-06

TPSC TIMOTHY PLAN55.9K shares13.15%2026-06-302026-08-06

T AT&T INC129.0K shares4.63%2026-06-302026-08-06

SLQD ISHARES TR52.9K sharesnew addition2026-06-302026-08-06

ES EVERSOURCE ENERGY36.5K shares112.34%2026-06-302026-08-06

SMH VANECK ETF TRUST4.0K shares3.57%2026-06-302026-08-06

ILMN ILLUMINA INC14.9K shares-28.83%2026-06-302026-08-06

MS MORGAN STANLEY12.5K shares35.85%2026-06-302026-08-06

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SCHW SCHWAB CHARLES CORP28.3K shares50.31%2026-06-302026-08-06

RY ROYAL BK CDA12.6K shares2.87%2026-06-302026-08-06

EME EMCOR GROUP INC3.1K shares-31.31%2026-06-302026-08-06

EXPE EXPEDIA GROUP INC10.1K shares-6.56%2026-06-302026-08-06

DHR DANAHER CORP DEL13.4K shares-26.80%2026-06-302026-08-06

ESGE ISHARES INC46.7K shares15.70%2026-06-302026-08-06

HFGM TIDAL TRUST I83.2K shares21.80%2026-06-302026-08-06

SHM SPDR SERIES TRUST52.0K shares0.48%2026-06-302026-08-06

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GIS GENERAL MILLS INC71.6K shares318.49%2026-06-302026-08-06

UPS UNITED PARCEL SVCS INC23.1K shares-31.17%2026-06-302026-08-06

MOH MOLINA HEALTHCARE INC10.8K shares26.02%2026-06-302026-08-06

SHYG ISHARES TR57.9K shares22.86%2026-06-302026-08-06

FSK FS KKR CAP CORP230.5K shares10.74%2026-06-302026-08-06

CAMT CAMTEK LTD14.8K shares0.00%2026-06-302026-08-06

EFG ISHARES TR19.4K shares9.51%2026-06-302026-08-06

AVIG AMERICAN CENTY ETF TR57.9K shares14.12%2026-06-302026-08-06

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MCD MCDONALDS CORP8.9K shares-10.25%2026-06-302026-08-06

XHLF BONDBLOXX ETF TRUST47.3K sharesnew addition2026-06-302026-08-06

AEP AMERICAN ELEC PWR CO INC17.4K shares-2.95%2026-06-302026-08-06

GOVT ISHARES TR104.0K shares11.94%2026-06-302026-08-06

UAL UNITED AIRLS HLDGS INC17.4K shares16.40%2026-06-302026-08-06

AMGN AMGEN INC6.5K shares19.39%2026-06-302026-08-06

SDY SPDR SERIES TRUST15.5K shares169.55%2026-06-302026-08-06

PRF INVESCO EXCHANGE TRADED FD T43.3K shares6.53%2026-06-302026-08-06

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VMBS VANGUARD SCOTTSDALE FDS49.8K shares-1.02%2026-06-302026-08-06

VIK VIKING HOLDINGS LTD22.3K shares3.20%2026-06-302026-08-06

WCN WASTE CONNECTIONS INC13.9K sharesnew addition2026-06-302026-08-06

FNDC SCHWAB STRATEGIC TR47.6K shares-5.09%2026-06-302026-08-06

BAI BLACKROCK ETF TRUST43.7K shares12.80%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC23.1K shares-32.88%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING IN10.2K shares7.54%2026-06-302026-08-06

VGK VANGUARD INTL EQUITY INDEX F25.5K shares-14.49%2026-06-302026-08-06

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WPM WHEATON PRECIOUS METALS CORP20.1K shares2.57%2026-06-302026-08-06

ABT ABBOTT LABORATORIES24.8K shares45.35%2026-06-302026-08-06

EOG EOG RES INC17.0K shares55.45%2026-06-302026-08-06

ROST ROSS STORES INC10.3K shares4.78%2026-06-302026-08-06

VRSN VERISIGN INC8.7K shares6.18%2026-06-302026-08-06

EFAV ISHARES TR24.8K shares1.37%2026-06-302026-08-06

OZK BANK OZK LITTLE ROCK ARK41.4K shares21.64%2026-06-302026-08-06

MMC MARSH & MCLENNAN COS INC12.9K shares-34.29%2026-06-302026-08-06

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XLV SELECT SECTOR SPDR TR13.6K shares-4.30%2026-06-302026-08-06

IWO ISHARES TR5.5K shares13.72%2026-06-302026-08-06

MRVL MARVELL TECHNOLOGY INC7.2K shares-43.47%2026-06-302026-08-06

QYLD GLOBAL X FDS115.0K shares-1.52%2026-06-302026-08-06

NTRA NATERA INC7.7K shares-25.15%2026-06-302026-08-06

ESGV VANGUARD WORLD FD15.8K shares50.81%2026-06-302026-08-06

SPTS SPDR SERIES TRUST71.5K sharesnew addition2026-06-302026-08-06

TPHD TIMOTHY PLAN48.7K shares12.80%2026-06-302026-08-06

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DKNG DRAFTKINGS INC NEW80.7K shares14.70%2026-06-302026-08-06

HEI HEICO CORP NEW5.7K shares12.88%2026-06-302026-08-06

REET ISHARES TR73.0K shares2.31%2026-06-302026-08-06

AME AMETEK INC8.3K shares-39.55%2026-06-302026-08-06

NUTANIX INC NUTANIX INC39.2K shares-9.30%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.6K shares34.68%2026-06-302026-08-06

CL COLGATE PALMOLIVE CO21.6K shares319.37%2026-06-302026-08-06

XLF SELECT SECTOR SPDR TR37.0K shares3.65%2026-06-302026-08-06

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WORLD GOLD TR WORLD GOLD TR24.8K shares-5.22%2026-06-302026-08-06

MLI MUELLER INDS INC16.0K shares-30.74%2026-06-302026-08-06

FNDX SCHWAB STRATEGIC TR63.0K shares-15.22%2026-06-302026-08-06

MBB ISHARES TR20.7K shares7.49%2026-06-302026-08-06

SNPS SYNOPSYS INC4.4K shares573.16%2026-06-302026-08-06

NBIX NEUROCRINE BIOSCIENCES INC11.4K shares-38.59%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC21.8K shares-21.41%2026-06-302026-08-06

CCL CARNIVAL CORP LTD66.8K sharesnew addition2026-06-302026-08-06

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TT TRANE TECHNOLOGIES PLC3.9K shares63.59%2026-06-302026-08-06

DIA STATE STR SPDR DOW JONES IND3.6K shares11.25%2026-06-302026-08-06

USCI UNITED STS COMMODITY INDEX F20.4K shares61.59%2026-06-302026-08-06

BP BP PLC51.0K shares12.27%2026-06-302026-08-06

TEAM ATLASSIAN CORPORATION24.2K shares86.42%2026-06-302026-08-06

WAL WESTERN ALLIANCE BANCORP22.8K shares102.28%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP1.9K shares94.72%2026-06-302026-08-06

HLT HILTON WORLDWIDE HLDGS INC5.7K sharesnew addition2026-06-302026-08-06

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BX BLACKSTONE INC15.9K shares-12.80%2026-06-302026-08-06

QCOM QUALCOMM INC10.0K shares25.93%2026-06-302026-08-06

LIN LINDE PLC3.5K shares-24.04%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO5.4K shares0.57%2026-06-302026-08-06

SCYB SCHWAB STRATEGIC TR69.5K shares5.18%2026-06-302026-08-06

TXRH TEXAS ROADHOUSE INC9.4K shares-17.51%2026-06-302026-08-06

TMUS T-MOBILE US INC10.7K shares101.59%2026-06-302026-08-06

ADOBE INC ADOBE INC8.6K shares-29.84%2026-06-302026-08-06

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IJJ ISHARES TR11.9K shares95.54%2026-06-302026-08-06

AOA ISHARES TR18.0K shares-0.56%2026-06-302026-08-06

HEI.A HEICO CORP NEW6.8K shares37.79%2026-06-302026-08-06

AVGE AMERICAN CENTY ETF TR17.7K shares4.56%2026-06-302026-08-06

BOXX EA SERIES TRUST14.7K shares-58.18%2026-06-302026-08-06

HPE HEWLETT PACKARD ENTERPRISE C38.1K shares-28.01%2026-06-302026-08-06

DSI ISHARES TR12.1K shares6.17%2026-06-302026-08-06

OSK OSHKOSH CORP11.2K shares9.84%2026-06-302026-08-06

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SCHM SCHWAB STRATEGIC TR46.3K shares2.88%2026-06-302026-08-06

RBRK RUBRIK INC.21.2K sharesnew addition2026-06-302026-08-06

HBAN HUNTINGTON BANCSHARES INC95.5K shares41.79%2026-06-302026-08-06

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD37.4K shares5.56%2026-06-302026-08-06

MEDP MEDPACE HLDGS INC3.2K shares-32.53%2026-06-302026-08-06

HAL HALLIBURTON CO49.3K shares12.84%2026-06-302026-08-06

BIIB BIOGEN INC7.7K shares-14.67%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP6.7K shares44.45%2026-06-302026-08-06

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AMERIPRISE FINL INC AMERIPRISE FINL INC3.6K shares-10.03%2026-06-302026-08-06

KMI KINDER MORGAN INC DEL51.5K shares-12.16%2026-06-302026-08-06

AEE AMEREN CORP14.5K shares38.11%2026-06-302026-08-06

TTWO TAKE-TWO INTERACTIVE SOFTWAR6.5K shares53.00%2026-06-302026-08-06

FHN FIRST HORIZON CORPORATION63.0K shares-15.56%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC4.0K shares-47.65%2026-06-302026-08-06

IYG ISHARES TR17.7K shares12.55%2026-06-302026-08-06

ESGD ISHARES TR15.6K shares6.48%2026-06-302026-08-06

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DG DOLLAR GEN CORP13.9K shares-34.99%2026-06-302026-08-06

MCO MOODYS CORP3.5K shares63.20%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC7.0K sharesnew addition2026-06-302026-08-06

EVR EVERCORE INC4.6K shares-9.43%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW12.3K shares49.48%2026-06-302026-08-06

DLS WISDOMTREE TR18.5K shares-50.10%2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC7.0K sharesnew addition2026-06-302026-08-06

TFC TRUIST FINL CORP30.7K shares-27.26%2026-06-302026-08-06

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SCHO SCHWAB STRATEGIC TR63.2K shares1.46%2026-06-302026-08-06

DUSB DIMENSIONAL ETF TRUST30.0K shares0.66%2026-06-302026-08-06

ISHG ISHARES TR20.5K sharesnew addition2026-06-302026-08-06

ZM ZOOM COMMUNICATIONS INC17.6K shares-25.12%2026-06-302026-08-06

CIEN CIENA CORP3.1K shares-29.09%2026-06-302026-08-06

XLG INVESCO EXCHANGE TRADED FD T24.8K shares0.81%2026-06-302026-08-06

EEMV ISHARES INC20.1K shares-1.83%2026-06-302026-08-06

XTEN BONDBLOXX ETF TRUST33.2K shares0.03%2026-06-302026-08-06

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VTEC VANGUARD CALIF TAX FREE FDS14.9K shares-39.62%2026-06-302026-08-06

MUNI PIMCO ETF TR28.5K shares-0.13%2026-06-302026-08-06

AON AON PLC4.5K shares17.05%2026-06-302026-08-06

DFIP DIMENSIONAL ETF TRUST36.1K shares8.75%2026-06-302026-08-06

TOL TOLL BROTHERS INC9.0K shares-23.20%2026-06-302026-08-06

NYT NEW YORK TIMES CO MTN BE21.1K shares-30.38%2026-06-302026-08-06

DATADOG INC DATADOG INC5.6K shares-28.47%2026-06-302026-08-06

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DFGP DIMENSIONAL ETF TRUST26.9K shares182.17%2026-06-302026-08-06

SYY SYSCO CORP17.5K shares49.76%2026-06-302026-08-06

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP8.5K sharesnew addition2026-06-302026-08-06

IWR ISHARES TR13.2K shares3.90%2026-06-302026-08-06

ACUITY INC ACUITY INC3.9K shares321.69%2026-06-302026-08-06

BURLINGTON STORES INC BURLINGTON STORES INC4.6K shares-20.43%2026-06-302026-08-06

EXEL EXELIXIS INC26.6K shares-30.46%2026-06-302026-08-06

TTC TORO CO14.8K shares-27.29%2026-06-302026-08-06

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ISRG INTUITIVE SURGICAL INC3.6K shares-10.18%2026-06-302026-08-06

RBLX ROBLOX CORP26.4K shares2.10%2026-06-302026-08-06

IJK ISHARES TR12.2K shares-1.55%2026-06-302026-08-06

NOC NORTHROP GRUMMAN CORP2.8K shares-5.24%2026-06-302026-08-06

GRNY TIDAL TRUST I51.3K shares10.09%2026-06-302026-08-06

HYBB ISHARES TR30.3K shares-7.59%2026-06-302026-08-06

VTRS VIATRIS INC88.8K shares-37.30%2026-06-302026-08-06

AZO AUTOZONE INC440 shares48.65%2026-06-302026-08-06

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VONG VANGUARD SCOTTSDALE FDS11.0K shares4.42%2026-06-302026-08-06

XLI SELECT SECTOR SPDR TR7.5K shares56.42%2026-06-302026-08-06

ISMD NORTHERN LTS FD TR IV27.9K shares10.43%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC7.8K shares821.55%2026-06-302026-08-06

JQUA J P MORGAN EXCHANGE TRADED F19.3K shares171.22%2026-06-302026-08-06

SLV ISHARES SILVER TR26.0K shares2.32%2026-06-302026-08-06

AVSD AMERICAN CENTY ETF TR17.4K shares8.34%2026-06-302026-08-06

RL RALPH LAUREN CORP3.5K shares-41.53%2026-06-302026-08-06

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CFG CITIZENS FINL GROUP INC19.7K shares-28.95%2026-06-302026-08-06

NSC NORFOLK SOUTHN CORP4.4K shares390.91%2026-06-302026-08-06

FVD FIRST TR EXCHANGE-TRADED FD28.5K shares5.33%2026-06-302026-08-06

EQIX EQUINIX INC1.3K shares1.31%2026-06-302026-08-06

GSIE GOLDMAN SACHS ETF TR29.8K shares-0.06%2026-06-302026-08-06

DGS WISDOMTREE TR21.0K shares-40.51%2026-06-302026-08-06

BSX BOSTON SCIENTIFIC CORP31.8K shares20.96%2026-06-302026-08-06

REGN REGENERON PHARMACEUTICALS2.2K shares-59.07%2026-06-302026-08-06

Sponsored

CLOUDFLARE INC CLOUDFLARE INC5.5K shares94.76%2026-06-302026-08-06

LYB LYONDELLBASELL INDUSTRIES NV25.5K shares244.37%2026-06-302026-08-06

ARW ARROW ELECTRS INC6.3K shares16.31%2026-06-302026-08-06

PRU PRUDENTIAL FINL INC12.4K shares56.70%2026-06-302026-08-06

JEF JEFFERIES FINANCIAL GROUP IN26.6K shares-1.02%2026-06-302026-08-06

CW CURTISS WRIGHT CORP1.7K shares-37.31%2026-06-302026-08-06

MINT PIMCO ETF TR13.1K shares47.66%2026-06-302026-08-06

MBWM MERCANTILE BK CORP22.7K shares-3.01%2026-06-302026-08-06

Sponsored

MDB MONGODB INC3.9K shares-27.03%2026-06-302026-08-06

SCHE SCHWAB STRATEGIC TR35.9K shares189.68%2026-06-302026-08-06

KKR KKR & CO INC14.1K shares-37.02%2026-06-302026-08-06

CPRT COPART INC46.0K shares16.36%2026-06-302026-08-06

UMC UNITED MICROELECTRONICS CORP47.7K shares-0.23%2026-06-302026-08-06

SPTL SPDR SERIES TRUST49.3K shares-0.23%2026-06-302026-08-06

FTEC FIDELITY COVINGTON TRUST4.5K shares-25.08%2026-06-302026-08-06

VFMO VANGUARD WELLINGTON FD5.2K shares-8.85%2026-06-302026-08-06

Sponsored

NTRS NORTHERN TR CORP7.4K shares-2.99%2026-06-302026-08-06

VHT VANGUARD WORLD FD4.3K shares-12.95%2026-06-302026-08-06

MCK MCKESSON CORP1.7K shares-13.16%2026-06-302026-08-06

VEEV VEEVA SYS INC7.2K shares-9.59%2026-06-302026-08-06

MKC MCCORMICK & CO INC25.4K shares69.45%2026-06-302026-08-06

VTR VENTAS INC14.3K shares-22.45%2026-06-302026-08-06

DHI D R HORTON INC7.8K shares-22.28%2026-06-302026-08-06

EXE EXPAND ENERGY CORPORATION13.9K shares-3.93%2026-06-302026-08-06

Sponsored

CBSH COMMERCE BANCSHARES INC21.9K shares123.47%2026-06-302026-08-06

ADM ARCHER DANIELS MIDLAND CO16.5K shares-16.32%2026-06-302026-08-06

PRFZ INVESCO EXCHANGE TRADED FD T22.6K shares-1.05%2026-06-302026-08-06

F FORD MTR CO90.2K shares680.18%2026-06-302026-08-06

ITOT

ISHARES TR

8.18%

Shares5.9M

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

-1.34%

Shares17.6M

Event2026-06-30

Filed2026-08-06

BSVO

EA SERIES TRUST

4.80%

Shares21.1M

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

21.03%

Shares9.6M

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

13.95%

Shares4.7M

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-1.46%

Shares5.6M

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

20.74%

Shares3.0M

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

14.56%

Shares8.8M

Event2026-06-30

Filed2026-08-06

IDEV

ISHARES TR

5.93%

Shares4.0M

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

-2.06%

Shares5.9M

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

23.65%

Shares6.3M

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

1.01%

Shares5.0M

Event2026-06-30

Filed2026-08-06

VTIP

VANGUARD MALVERN FDS

19.49%

Shares5.0M

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

3.45%

Shares616.8K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

6.42%

Shares2.7M

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

3.85%

Shares582.8K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

16.68%

Shares3.9M

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

-6.41%

Shares3.5M

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

18.68%

Shares3.7M

Event2026-06-30

Filed2026-08-06

DISV

DIMENSIONAL ETF TRUST

8.11%

Shares3.1M

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

8.57%

Shares2.4M

Event2026-06-30

Filed2026-08-06

ISHARES TR

12.64%

Shares130.2K

Event2026-06-30

Filed2026-08-06

DFAU

DIMENSIONAL ETF TRUST

-2.67%

Shares1.8M

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-3.00%

Shares450.4K

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

5.55%

Shares2.2M

Event2026-06-30

Filed2026-08-06

DFNM

DIMENSIONAL ETF TRUST

36.85%

Shares1.6M

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

0.36%

Shares943.4K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

31.74%

Shares980.9K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES INC

-9.17%

Shares836.0K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

29.77%

Shares704.4K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

16.41%

Shares911.0K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

22.01%

Shares2.2M

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

61.20%

Shares1.7M

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

85.34%

Shares642.7K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-11.42%

Shares155.1K

Event2026-06-30

Filed2026-08-06

AVUS

AMERICAN CENTY ETF TR

16.15%

Shares442.4K

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB STRATEGIC TR

4.03%

Shares1.6M

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

7.55%

Shares1.6M

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

5.53%

Shares1.3M

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-3.19%

Shares70.8K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES TR

60.82%

Shares616.0K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

5.70%

Shares191.7K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

72.00%

Shares58.4K

Event2026-06-30

Filed2026-08-06

DFCF

DIMENSIONAL ETF TRUST

27.31%

Shares964.9K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

-1.06%

Shares1.2M

Event2026-06-30

Filed2026-08-06

AVDE

AMERICAN CENTY ETF TR

11.36%

Shares414.7K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

423.73%

Shares249.1K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

19.70%

Shares94.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

3.06%

Shares99.5K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

1.96%

Shares92.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

32.59%

Shares100.5K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

76.34%

Shares266.9K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

42.13%

Shares130.7K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

2.22%

Shares312.5K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

1.45%

Shares67.4K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.17%

Shares56.2K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

-12.80%

Shares115.0K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

5.89%

Shares84.3K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

22.03%

Shares915.1K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

8.02%

Shares34.1K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

300.27%

Shares189.3K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

598.07%

Shares266.6K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

-1.91%

Shares103.9K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

177.69%

Shares296.4K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

1.61%

Shares379.8K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

43.45%

Shares20.9K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

11.53%

Shares235.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-23.12%

Shares17.9K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

-12.43%

Shares63.1K

Event2026-06-30

Filed2026-08-06

DFSU

DIMENSIONAL ETF TRUST

2.87%

Shares416.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-5.83%

Shares34.0K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-12.86%

Shares214.8K

Event2026-06-30

Filed2026-08-06

LPLA

LPL FINL HLDGS INC

-6.35%

Shares64.4K

Event2026-06-30

Filed2026-08-06

CWI

SPDR INDEX SHS FDS

0.55%

Shares443.9K

Event2026-06-30

Filed2026-08-06

VGSH

VANGUARD SCOTTSDALE FDS

-0.37%

Shares309.1K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-4.59%

Shares186.2K

Event2026-06-30

Filed2026-08-06

USTB

VICTORY PORTFOLIOS II

76.39%

Shares340.5K

Event2026-06-30

Filed2026-08-06

WWD

WOODWARD INC

-2.69%

Shares40.5K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-8.23%

Shares14.0K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

-12.15%

Shares70.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

140.43%

Shares157.0K

Event2026-06-30

Filed2026-08-06

SPMO

INVESCO EXCH TRADED FD TR II

-16.07%

Shares93.6K

Event2026-06-30

Filed2026-08-06

VISA INC

10.70%

Shares42.6K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

-27.44%

Shares104.7K

Event2026-06-30

Filed2026-08-06

IDOG

ALPS ETF TR

-0.29%

Shares352.1K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

-1.96%

Shares23.3K

Event2026-06-30

Filed2026-08-06

AVIV

AMERICAN CENTY ETF TR

35.52%

Shares172.5K

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES TR

-2.35%

Shares65.5K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-5.26%

Shares257.2K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES TR

3.24%

Shares58.2K

Event2026-06-30

Filed2026-08-06

AVSC

AMERICAN CENTY ETF TR

4.45%

Shares172.3K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO EXCHANGE TRADED FD T

6.40%

Shares139.6K

Event2026-06-30

Filed2026-08-06

HYMB

SPDR SERIES TRUST

-0.96%

Shares492.2K

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES TR

0.13%

Shares252.1K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

24.18%

Shares35.1K

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY MERRIMACK STR TR

6.97%

Shares271.4K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

7.44%

Shares104.9K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

14.45%

Shares73.7K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-4.54%

Shares32.6K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

15.91%

Shares56.9K

Event2026-06-30

Filed2026-08-06

DFLV

DIMENSIONAL ETF TRUST

27.91%

Shares305.1K

Event2026-06-30

Filed2026-08-06

IEI

ISHARES TR

7.94%

Shares102.2K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-6.74%

Shares47.2K

Event2026-06-30

Filed2026-08-06

DFAR

DIMENSIONAL ETF TRUST

5.31%

Shares451.6K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD INDEX FDS

1.75%

Shares32.0K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

34.77%

Shares135.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

14.17%

Shares23.7K

Event2026-06-30

Filed2026-08-06

VCSH

VANGUARD SCOTTSDALE FDS

-10.06%

Shares140.8K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-11.91%

Shares86.1K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

219.25%

Shares109.8K

Event2026-06-30

Filed2026-08-06

SLYV

SPDR SERIES TRUST

3.51%

Shares99.9K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

2.47%

Shares42.5K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-7.39%

Shares8.9K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

17.15%

Shares65.2K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-2.60%

Shares23.2K

Event2026-06-30

Filed2026-08-06

IVLU

ISHARES TR

-4.65%

Shares240.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

23.74%

Shares39.5K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-1.98%

Shares34.7K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

20.65%

Shares10.3K

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

-17.74%

Shares57.0K

Event2026-06-30

Filed2026-08-06

FIX

COMFORT SYS USA INC

-23.66%

Shares4.6K

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES TR

120.84%

Shares111.0K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

10.11%

Shares336.2K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-20.80%

Shares121.3K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

1068.16%

Shares74.3K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

-2.16%

Shares112.6K

Event2026-06-30

Filed2026-08-06

VCIT

VANGUARD SCOTTSDALE FDS

20.84%

Shares104.4K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

0.50%

Shares61.8K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP

-12.49%

Shares16.6K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

21.63%

Shares135.7K

Event2026-06-30

Filed2026-08-06

DFSI

DIMENSIONAL ETF TRUST

35.60%

Shares184.9K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

-33.39%

Shares13.0K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-18.83%

Shares55.4K

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES TR

132.21%

Shares73.0K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

6.29%

Shares74.4K

Event2026-06-30

Filed2026-08-06

IJS

ISHARES TR

149.32%

Shares58.5K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

8.59%

Shares139.6K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

5.97%

Shares128.9K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

44.66%

Shares43.3K

Event2026-06-30

Filed2026-08-06

VTES

VANGUARD WELLINGTON FD

288.71%

Shares77.0K

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

358.29%

Shares88.2K

Event2026-06-30

Filed2026-08-06

SPHB

INVESCO EXCH TRADED FD TR II

71.29%

Shares49.3K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

6.23%

Shares10.5K

Event2026-06-30

Filed2026-08-06

JEPI

J P MORGAN EXCHANGE TRADED F

2.14%

Shares133.7K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

50.77%

Shares17.8K

Event2026-06-30

Filed2026-08-06

DFIS

DIMENSIONAL ETF TRUST

2.87%

Shares210.5K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-3.05%

Shares49.1K

Event2026-06-30

Filed2026-08-06

PTL

NORTHERN LTS FD TR IV

11.77%

Shares25.1K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

65.28%

Shares23.8K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-14.00%

Shares23.5K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

-4.28%

Shares73.7K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

-14.89%

Shares16.4K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

52.99%

Shares36.8K

Event2026-06-30

Filed2026-08-06

REZ

ISHARES TR

150.38%

Shares73.4K

Event2026-06-30

Filed2026-08-06

FMB

FIRST TR EXCH TRADED FD III

-0.81%

Shares134.4K

Event2026-06-30

Filed2026-08-06

FIRST NORTHN CMNTY BANCORP

New

Shares383.7K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES TR

-5.38%

Shares98.8K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD INTL EQUITY INDEX F

28.79%

Shares43.6K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

70.12%

Shares18.9K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-15.39%

Shares12.9K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-34.02%

Shares47.9K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

-26.28%

Shares9.2K

Event2026-06-30

Filed2026-08-06

IWL

ISHARES TR

74.45%

Shares35.1K

Event2026-06-30

Filed2026-08-06

IWP

ISHARES TR

2.94%

Shares43.9K

Event2026-06-30

Filed2026-08-06

JPIB

J P MORGAN EXCHANGE TRADED F

63.53%

Shares130.1K

Event2026-06-30

Filed2026-08-06

BLACKROCK ETF TRUST

New

Shares221.6K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

5.74%

Shares18.2K

Event2026-06-30

Filed2026-08-06

DEERE & CO

-3.92%

Shares9.7K

Event2026-06-30

Filed2026-08-06

VCRB

VANGUARD MALVERN FDS

7.69%

Shares75.7K

Event2026-06-30

Filed2026-08-06

AVES

AMERICAN CENTY ETF TR

1.54%

Shares89.1K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

22.15%

Shares69.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

578.38%

Shares69.6K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES TR

32.45%

Shares24.6K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

0.57%

Shares73.9K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE TR

-3.04%

Shares98.7K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

-21.18%

Shares96.5K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-8.97%

Shares16.0K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES TR

-2.50%

Shares33.0K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

-37.93%

Shares46.3K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-6.48%

Shares35.3K

Event2026-06-30

Filed2026-08-06

DFEV

DIMENSIONAL ETF TRUST

348.34%

Shares125.0K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

9.26%

Shares180.3K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

-2.64%

Shares30.4K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

1.00%

Shares63.0K

Event2026-06-30

Filed2026-08-06

SPIB

SPDR SERIES TRUST

-0.33%

Shares152.4K

Event2026-06-30

Filed2026-08-06

MIAX

MIAMI INTL HLDGS INC

1224.58%

Shares136.7K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

3.30%

Shares2.5K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

14.53%

Shares20.5K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

0.37%

Shares30.3K

Event2026-06-30

Filed2026-08-06

DFSB

DIMENSIONAL ETF TRUST

16.31%

Shares94.3K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

61.73%

Shares68.1K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

7.47%

Shares103.6K

Event2026-06-30

Filed2026-08-06

BOEING CO

14.86%

Shares22.5K

Event2026-06-30

Filed2026-08-06

SHY

ISHARES TR

-10.55%

Shares58.8K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

125.16%

Shares11.3K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-37.18%

Shares18.7K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

-54.60%

Shares2.1K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

8.65%

Shares17.5K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

115.19%

Shares4.9K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

5.44%

Shares15.4K

Event2026-06-30

Filed2026-08-06

DYNF

BLACKROCK ETF TRUST

0.11%

Shares68.7K

Event2026-06-30

Filed2026-08-06

QLTA

ISHARES TR

New

Shares97.9K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-13.22%

Shares65.0K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-17.07%

Shares13.8K

Event2026-06-30

Filed2026-08-06

SCHZ

SCHWAB STRATEGIC TR

0.69%

Shares200.1K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

5.85%

Shares90.8K

Event2026-06-30

Filed2026-08-06

TLH

ISHARES TR

289.52%

Shares45.7K

Event2026-06-30

Filed2026-08-06

EIX

EDISON INTL

-28.78%

Shares61.5K

Event2026-06-30

Filed2026-08-06

CNC

CENTENE CORP DEL

-37.60%

Shares70.3K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

4.83%

Shares106.3K

Event2026-06-30

Filed2026-08-06

IGIB

ISHARES TR

-2.32%

Shares84.7K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

1.64%

Shares46.4K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

-11.90%

Shares23.4K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

7.36%

Shares41.4K

Event2026-06-30

Filed2026-08-06

CASY

CASEYS GEN STORES INC

-2.15%

Shares5.5K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

-11.23%

Shares57.8K

Event2026-06-30

Filed2026-08-06

JMUB

J P MORGAN EXCHANGE TRADED F

6.18%

Shares85.0K

Event2026-06-30

Filed2026-08-06

JPIE

J P MORGAN EXCHANGE TRADED F

9.83%

Shares93.2K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-19.09%

Shares43.2K

Event2026-06-30

Filed2026-08-06

SLYG

SPDR SERIES TRUST

8.81%

Shares35.6K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

0.51%

Shares21.3K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

10.26%

Shares11.4K

Event2026-06-30

Filed2026-08-06

UMBF

UMB FINL CORP

4.11%

Shares29.2K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

9.83%

Shares13.6K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TR

4.93%

Shares16.5K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO

-13.40%

Shares53.9K

Event2026-06-30

Filed2026-08-06

HYD

VANECK ETF TRUST

4.09%

Shares80.5K

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES TR

New

Shares85.2K

Event2026-06-30

Filed2026-08-06

JBHT

HUNT J B TRANS SVCS INC

-21.72%

Shares14.1K

Event2026-06-30

Filed2026-08-06

MMIT

NEW YORK LIFE INVTS ACTIVE E

-11.17%

Shares167.9K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

35.90%

Shares42.3K

Event2026-06-30

Filed2026-08-06

PCG

PG&E CORP

-25.72%

Shares240.5K

Event2026-06-30

Filed2026-08-06

IDV

ISHARES TR

4.87%

Shares97.2K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

-2.50%

Shares76.2K

Event2026-06-30

Filed2026-08-06

ABNB

AIRBNB INC

-23.28%

Shares28.0K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

40.68%

Shares39.2K

Event2026-06-30

Filed2026-08-06

AVRE

AMERICAN CENTY ETF TR

0.44%

Shares83.7K

Event2026-06-30

Filed2026-08-06

STIP

ISHARES TR

46.34%

Shares38.8K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-22.06%

Shares28.1K

Event2026-06-30

Filed2026-08-06

VPLS

VANGUARD MALVERN FDS

31.62%

Shares49.8K

Event2026-06-30

Filed2026-08-06

MDYV

SPDR SERIES TRUST

125.64%

Shares40.5K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

23.44%

Shares14.8K

Event2026-06-30

Filed2026-08-06

3M CO

-12.25%

Shares23.4K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO

-15.85%

Shares39.1K

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

-30.43%

Shares7.7K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-81.56%

Shares27.2K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC

-29.17%

Shares39.8K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

276.45%

Shares71.8K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

96.77%

Shares35.7K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

-15.95%

Shares5.2K

Event2026-06-30

Filed2026-08-06

IUSB

ISHARES TR

0.37%

Shares79.1K

Event2026-06-30

Filed2026-08-06

VGSR

MANAGER DIRECTED PORTFOLIOS

-9.75%

Shares317.4K

Event2026-06-30

Filed2026-08-06

EWX

SPDR INDEX SHS FDS

3.76%

Shares48.6K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

3.29%

Shares10.5K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

-24.47%

Shares11.4K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

19.51%

Shares145.4K

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS ETF TR

2.24%

Shares24.5K

Event2026-06-30

Filed2026-08-06

FTI

TECHNIPFMC PLC

-32.96%

Shares52.3K

Event2026-06-30

Filed2026-08-06

AVSF

AMERICAN CENTY ETF TR

-0.35%

Shares74.0K

Event2026-06-30

Filed2026-08-06

GRID

FIRST TR EXCHANGE-TRADED FD

60.21%

Shares17.9K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-18.01%

Shares32.6K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

-9.40%

Shares53.8K

Event2026-06-30

Filed2026-08-06

SCHC

SCHWAB STRATEGIC TR

63.72%

Shares70.1K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

3.87%

Shares100.9K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

0.21%

Shares8.2K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-48.07%

Shares19.6K

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB STRATEGIC TR

61.59%

Shares91.9K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS INTERNATION

1.93%

Shares22.5K

Event2026-06-30

Filed2026-08-06

SNOWFLAKE INC

-22.42%

Shares12.9K

Event2026-06-30

Filed2026-08-06

INCY

INCYTE CORP

-23.84%

Shares28.7K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC

-7.67%

Shares3.4K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-34.96%

Shares18.4K

Event2026-06-30

Filed2026-08-06

TGT

TARGET CORP

-4.04%

Shares24.8K

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC

-49.49%

Shares21.1K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

6.08%

Shares12.4K

Event2026-06-30

Filed2026-08-06

XSVM

INVESCO EXCHANGE TRADED FD T

1.10%

Shares46.3K

Event2026-06-30

Filed2026-08-06

TPR

TAPESTRY INC

-29.67%

Shares22.0K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

13.45%

Shares16.0K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-20.88%

Shares53.1K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE TR

-40.60%

Shares33.5K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

6.89%

Shares33.9K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB STRATEGIC TR

-51.36%

Shares82.7K

Event2026-06-30

Filed2026-08-06

VPL

VANGUARD INTL EQUITY INDEX F

-4.99%

Shares27.2K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

-13.62%

Shares9.5K

Event2026-06-30

Filed2026-08-06

OUSM

ALPS ETF TR

-1.08%

Shares65.5K

Event2026-06-30

Filed2026-08-06

DFSE

DIMENSIONAL ETF TRUST

14.87%

Shares63.3K

Event2026-06-30

Filed2026-08-06

CRS

CARPENTER TECHNOLOGY CORP

54.78%

Shares5.0K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

10.26%

Shares11.3K

Event2026-06-30

Filed2026-08-06

TPIF

TIMOTHY PLAN

13.38%

Shares80.4K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

-20.00%

Shares4

Event2026-06-30

Filed2026-08-06

DVY

ISHARES TR

16.16%

Shares19.2K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW

-19.51%

Shares8.0K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

96.76%

Shares49.4K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

-3.79%

Shares98.9K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

-0.33%

Shares18.5K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

-26.70%

Shares43.8K

Event2026-06-30

Filed2026-08-06

VNQI

VANGUARD INTL EQUITY INDEX F

-6.14%

Shares62.9K

Event2026-06-30

Filed2026-08-06

STPZ

PIMCO ETF TR

-1.47%

Shares52.5K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

-33.29%

Shares29.9K

Event2026-06-30

Filed2026-08-06

IMTM

ISHARES TR

6.31%

Shares52.3K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

42.49%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

6.35%

Shares8.1K

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

-9.59%

Shares6.4K

Event2026-06-30

Filed2026-08-06

PJIO

PGIM ETF TR

1.58%

Shares39.4K

Event2026-06-30

Filed2026-08-06

USRT

ISHARES TR

19.81%

Shares40.8K

Event2026-06-30

Filed2026-08-06

TPSC

TIMOTHY PLAN

13.15%

Shares55.9K

Event2026-06-30

Filed2026-08-06

AT&T INC

4.63%

Shares129.0K

Event2026-06-30

Filed2026-08-06

SLQD

ISHARES TR

New

Shares52.9K

Event2026-06-30

Filed2026-08-06

EVERSOURCE ENERGY

112.34%

Shares36.5K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

3.57%

Shares4.0K

Event2026-06-30

Filed2026-08-06

ILMN

ILLUMINA INC

-28.83%

Shares14.9K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

35.85%

Shares12.5K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP

50.31%

Shares28.3K

Event2026-06-30

Filed2026-08-06

ROYAL BK CDA

2.87%

Shares12.6K

Event2026-06-30

Filed2026-08-06

EME

EMCOR GROUP INC

-31.31%

Shares3.1K

Event2026-06-30

Filed2026-08-06

EXPE

EXPEDIA GROUP INC

-6.56%

Shares10.1K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL

-26.80%

Shares13.4K

Event2026-06-30

Filed2026-08-06

ESGE

ISHARES INC

15.70%

Shares46.7K

Event2026-06-30

Filed2026-08-06

HFGM

TIDAL TRUST I

21.80%

Shares83.2K

Event2026-06-30

Filed2026-08-06

SHM

SPDR SERIES TRUST

0.48%

Shares52.0K

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MILLS INC

318.49%

Shares71.6K

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

-31.17%

Shares23.1K

Event2026-06-30

Filed2026-08-06

MOH

MOLINA HEALTHCARE INC

26.02%

Shares10.8K

Event2026-06-30

Filed2026-08-06

SHYG

ISHARES TR

22.86%

Shares57.9K

Event2026-06-30

Filed2026-08-06

FSK

FS KKR CAP CORP

10.74%

Shares230.5K

Event2026-06-30

Filed2026-08-06

CAMT

CAMTEK LTD

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES TR

9.51%

Shares19.4K

Event2026-06-30

Filed2026-08-06

AVIG

AMERICAN CENTY ETF TR

14.12%

Shares57.9K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-10.25%

Shares8.9K

Event2026-06-30

Filed2026-08-06

XHLF

BONDBLOXX ETF TRUST

New

Shares47.3K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

-2.95%

Shares17.4K

Event2026-06-30

Filed2026-08-06

GOVT

ISHARES TR

11.94%

Shares104.0K

Event2026-06-30

Filed2026-08-06

UAL

UNITED AIRLS HLDGS INC

16.40%

Shares17.4K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

19.39%

Shares6.5K

Event2026-06-30

Filed2026-08-06

SDY

SPDR SERIES TRUST

169.55%

Shares15.5K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

6.53%

Shares43.3K

Event2026-06-30

Filed2026-08-06

VMBS

VANGUARD SCOTTSDALE FDS

-1.02%

Shares49.8K

Event2026-06-30

Filed2026-08-06

VIK

VIKING HOLDINGS LTD

3.20%

Shares22.3K

Event2026-06-30

Filed2026-08-06

WCN

WASTE CONNECTIONS INC

New

Shares13.9K

Event2026-06-30

Filed2026-08-06

FNDC

SCHWAB STRATEGIC TR

-5.09%

Shares47.6K

Event2026-06-30

Filed2026-08-06

BAI

BLACKROCK ETF TRUST

12.80%

Shares43.7K

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-32.88%

Shares23.1K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING IN

7.54%

Shares10.2K

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

-14.49%

Shares25.5K

Event2026-06-30

Filed2026-08-06

WPM

WHEATON PRECIOUS METALS CORP

2.57%

Shares20.1K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

45.35%

Shares24.8K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

55.45%

Shares17.0K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

4.78%

Shares10.3K

Event2026-06-30

Filed2026-08-06

VRSN

VERISIGN INC

6.18%

Shares8.7K

Event2026-06-30

Filed2026-08-06

EFAV

ISHARES TR

1.37%

Shares24.8K

Event2026-06-30

Filed2026-08-06

OZK

BANK OZK LITTLE ROCK ARK

21.64%

Shares41.4K

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC

-34.29%

Shares12.9K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

-4.30%

Shares13.6K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES TR

13.72%

Shares5.5K

Event2026-06-30

Filed2026-08-06

MRVL

MARVELL TECHNOLOGY INC

-43.47%

Shares7.2K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X FDS

-1.52%

Shares115.0K

Event2026-06-30

Filed2026-08-06

NTRA

NATERA INC

-25.15%

Shares7.7K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

50.81%

Shares15.8K

Event2026-06-30

Filed2026-08-06

SPTS

SPDR SERIES TRUST

New

Shares71.5K

Event2026-06-30

Filed2026-08-06

TPHD

TIMOTHY PLAN

12.80%

Shares48.7K

Event2026-06-30

Filed2026-08-06

DKNG

DRAFTKINGS INC NEW

14.70%

Shares80.7K

Event2026-06-30

Filed2026-08-06

HEI

HEICO CORP NEW

12.88%

Shares5.7K

Event2026-06-30

Filed2026-08-06

REET

ISHARES TR

2.31%

Shares73.0K

Event2026-06-30

Filed2026-08-06

AME

AMETEK INC

-39.55%

Shares8.3K

Event2026-06-30

Filed2026-08-06

NUTANIX INC

-9.30%

Shares39.2K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

34.68%

Shares2.6K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO

319.37%

Shares21.6K

Event2026-06-30

Filed2026-08-06

XLF

SELECT SECTOR SPDR TR

3.65%

Shares37.0K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

-5.22%

Shares24.8K

Event2026-06-30

Filed2026-08-06

MLI

MUELLER INDS INC

-30.74%

Shares16.0K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

-15.22%

Shares63.0K

Event2026-06-30

Filed2026-08-06

MBB

ISHARES TR

7.49%

Shares20.7K

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC

573.16%

Shares4.4K

Event2026-06-30

Filed2026-08-06

NBIX

NEUROCRINE BIOSCIENCES INC

-38.59%

Shares11.4K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-21.41%

Shares21.8K

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD

New

Shares66.8K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

63.59%

Shares3.9K

Event2026-06-30

Filed2026-08-06

DIA

STATE STR SPDR DOW JONES IND

11.25%

Shares3.6K

Event2026-06-30

Filed2026-08-06

USCI

UNITED STS COMMODITY INDEX F

61.59%

Shares20.4K

Event2026-06-30

Filed2026-08-06

BP PLC

12.27%

Shares51.0K

Event2026-06-30

Filed2026-08-06

TEAM

ATLASSIAN CORPORATION

86.42%

Shares24.2K

Event2026-06-30

Filed2026-08-06

WAL

WESTERN ALLIANCE BANCORP

102.28%

Shares22.8K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

94.72%

Shares1.9K

Event2026-06-30

Filed2026-08-06

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

-12.80%

Shares15.9K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

25.93%

Shares10.0K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

-24.04%

Shares3.5K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

0.57%

Shares5.4K

Event2026-06-30

Filed2026-08-06

SCYB

SCHWAB STRATEGIC TR

5.18%

Shares69.5K

Event2026-06-30

Filed2026-08-06

TXRH

TEXAS ROADHOUSE INC

-17.51%

Shares9.4K

Event2026-06-30

Filed2026-08-06

TMUS

T-MOBILE US INC

101.59%

Shares10.7K

Event2026-06-30

Filed2026-08-06

ADOBE INC

-29.84%

Shares8.6K

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES TR

95.54%

Shares11.9K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

-0.56%

Shares18.0K

Event2026-06-30

Filed2026-08-06

HEI.A

HEICO CORP NEW

37.79%

Shares6.8K

Event2026-06-30

Filed2026-08-06

AVGE

AMERICAN CENTY ETF TR

4.56%

Shares17.7K

Event2026-06-30

Filed2026-08-06

BOXX

EA SERIES TRUST

-58.18%

Shares14.7K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

-28.01%

Shares38.1K

Event2026-06-30

Filed2026-08-06

DSI

ISHARES TR

6.17%

Shares12.1K

Event2026-06-30

Filed2026-08-06

OSK

OSHKOSH CORP

9.84%

Shares11.2K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB STRATEGIC TR

2.88%

Shares46.3K

Event2026-06-30

Filed2026-08-06

RBRK

RUBRIK INC.

New

Shares21.2K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

41.79%

Shares95.5K

Event2026-06-30

Filed2026-08-06

ASE TECHNOLOGY HLDG CO LTD

5.56%

Shares37.4K

Event2026-06-30

Filed2026-08-06

MEDP

MEDPACE HLDGS INC

-32.53%

Shares3.2K

Event2026-06-30

Filed2026-08-06

HAL

HALLIBURTON CO

12.84%

Shares49.3K

Event2026-06-30

Filed2026-08-06

BIIB

BIOGEN INC

-14.67%

Shares7.7K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

44.45%

Shares6.7K

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINL INC

-10.03%

Shares3.6K

Event2026-06-30

Filed2026-08-06

KMI

KINDER MORGAN INC DEL

-12.16%

Shares51.5K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

38.11%

Shares14.5K

Event2026-06-30

Filed2026-08-06

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

53.00%

Shares6.5K

Event2026-06-30

Filed2026-08-06

FHN

FIRST HORIZON CORPORATION

-15.56%

Shares63.0K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

-47.65%

Shares4.0K

Event2026-06-30

Filed2026-08-06

IYG

ISHARES TR

12.55%

Shares17.7K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

6.48%

Shares15.6K

Event2026-06-30

Filed2026-08-06

DOLLAR GEN CORP

-34.99%

Shares13.9K

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP

63.20%

Shares3.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares7.0K

Event2026-06-30

Filed2026-08-06

EVR

EVERCORE INC

-9.43%

Shares4.6K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

49.48%

Shares12.3K

Event2026-06-30

Filed2026-08-06

DLS

WISDOMTREE TR

-50.10%

Shares18.5K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares7.0K

Event2026-06-30

Filed2026-08-06

TFC

TRUIST FINL CORP

-27.26%

Shares30.7K

Event2026-06-30

Filed2026-08-06

SCHO

SCHWAB STRATEGIC TR

1.46%

Shares63.2K

Event2026-06-30

Filed2026-08-06

DUSB

DIMENSIONAL ETF TRUST

0.66%

Shares30.0K

Event2026-06-30

Filed2026-08-06

ISHG

ISHARES TR

New

Shares20.5K

Event2026-06-30

Filed2026-08-06

ZOOM COMMUNICATIONS INC

-25.12%

Shares17.6K

Event2026-06-30

Filed2026-08-06

CIEN

CIENA CORP

-29.09%

Shares3.1K

Event2026-06-30

Filed2026-08-06

XLG

INVESCO EXCHANGE TRADED FD T

0.81%

Shares24.8K

Event2026-06-30

Filed2026-08-06

EEMV

ISHARES INC

-1.83%

Shares20.1K

Event2026-06-30

Filed2026-08-06

XTEN

BONDBLOXX ETF TRUST

0.03%

Shares33.2K

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES TR

-2.05%

Shares9.6K

Event2026-06-30

Filed2026-08-06

VTEC

VANGUARD CALIF TAX FREE FDS

-39.62%

Shares14.9K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

-0.13%

Shares28.5K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

17.05%

Shares4.5K

Event2026-06-30

Filed2026-08-06

DFIP

DIMENSIONAL ETF TRUST

8.75%

Shares36.1K

Event2026-06-30

Filed2026-08-06

TOL

TOLL BROTHERS INC

-23.20%

Shares9.0K

Event2026-06-30

Filed2026-08-06

NYT

NEW YORK TIMES CO MTN BE

-30.38%

Shares21.1K

Event2026-06-30

Filed2026-08-06

DATADOG INC

-28.47%

Shares5.6K

Event2026-06-30

Filed2026-08-06

DFGP

DIMENSIONAL ETF TRUST

182.17%

Shares26.9K

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

49.76%

Shares17.5K

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP

New

Shares8.5K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES TR

3.90%

Shares13.2K

Event2026-06-30

Filed2026-08-06

ACUITY INC

321.69%

Shares3.9K

Event2026-06-30

Filed2026-08-06

BURLINGTON STORES INC

-20.43%

Shares4.6K

Event2026-06-30

Filed2026-08-06

EXEL

EXELIXIS INC

-30.46%

Shares26.6K

Event2026-06-30

Filed2026-08-06

TTC

TORO CO

-27.29%

Shares14.8K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC

-10.18%

Shares3.6K

Event2026-06-30

Filed2026-08-06

RBLX

ROBLOX CORP

2.10%

Shares26.4K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES TR

-1.55%

Shares12.2K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP

-5.24%

Shares2.8K

Event2026-06-30

Filed2026-08-06

GRNY

TIDAL TRUST I

10.09%

Shares51.3K

Event2026-06-30

Filed2026-08-06

HYBB

ISHARES TR

-7.59%

Shares30.3K

Event2026-06-30

Filed2026-08-06

VTRS

VIATRIS INC

-37.30%

Shares88.8K

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC

48.65%

Shares440

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

4.42%

Shares11.0K

Event2026-06-30

Filed2026-08-06

XLI

SELECT SECTOR SPDR TR

56.42%

Shares7.5K

Event2026-06-30

Filed2026-08-06

ISMD

NORTHERN LTS FD TR IV

10.43%

Shares27.9K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

821.55%

Shares7.8K

Event2026-06-30

Filed2026-08-06

JQUA

J P MORGAN EXCHANGE TRADED F

171.22%

Shares19.3K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

2.32%

Shares26.0K

Event2026-06-30

Filed2026-08-06

AVSD

AMERICAN CENTY ETF TR

8.34%

Shares17.4K

Event2026-06-30

Filed2026-08-06

RALPH LAUREN CORP

-41.53%

Shares3.5K

Event2026-06-30

Filed2026-08-06

CFG

CITIZENS FINL GROUP INC

-28.95%

Shares19.7K

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP

390.91%

Shares4.4K

Event2026-06-30

Filed2026-08-06

FVD

FIRST TR EXCHANGE-TRADED FD

5.33%

Shares28.5K

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INC

1.31%

Shares1.3K

Event2026-06-30

Filed2026-08-06

GSIE

GOLDMAN SACHS ETF TR

-0.06%

Shares29.8K

Event2026-06-30

Filed2026-08-06

DGS

WISDOMTREE TR

-40.51%

Shares21.0K

Event2026-06-30

Filed2026-08-06

BSX

BOSTON SCIENTIFIC CORP

20.96%

Shares31.8K

Event2026-06-30

Filed2026-08-06

REGN

REGENERON PHARMACEUTICALS

-59.07%

Shares2.2K

Event2026-06-30

Filed2026-08-06

CLOUDFLARE INC

94.76%

Shares5.5K

Event2026-06-30

Filed2026-08-06

LYB

LYONDELLBASELL INDUSTRIES NV

244.37%

Shares25.5K

Event2026-06-30

Filed2026-08-06

ARW

ARROW ELECTRS INC

16.31%

Shares6.3K

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

56.70%

Shares12.4K

Event2026-06-30

Filed2026-08-06

JEF

JEFFERIES FINANCIAL GROUP IN

-1.02%

Shares26.6K

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP

-37.31%

Shares1.7K

Event2026-06-30

Filed2026-08-06

MINT

PIMCO ETF TR

47.66%

Shares13.1K

Event2026-06-30

Filed2026-08-06

MBWM

MERCANTILE BK CORP

-3.01%

Shares22.7K

Event2026-06-30

Filed2026-08-06

MDB

MONGODB INC

-27.03%

Shares3.9K

Event2026-06-30

Filed2026-08-06

SCHE

SCHWAB STRATEGIC TR

189.68%

Shares35.9K

Event2026-06-30

Filed2026-08-06

KKR

KKR & CO INC

-37.02%

Shares14.1K

Event2026-06-30

Filed2026-08-06

CPRT

COPART INC

16.36%

Shares46.0K

Event2026-06-30

Filed2026-08-06

UMC

UNITED MICROELECTRONICS CORP

-0.23%

Shares47.7K

Event2026-06-30

Filed2026-08-06

SPTL

SPDR SERIES TRUST

-0.23%

Shares49.3K

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY COVINGTON TRUST

-25.08%

Shares4.5K

Event2026-06-30

Filed2026-08-06

VFMO

VANGUARD WELLINGTON FD

-8.85%

Shares5.2K

Event2026-06-30

Filed2026-08-06

NTRS

NORTHERN TR CORP

-2.99%

Shares7.4K

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD WORLD FD

-12.95%

Shares4.3K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

-13.16%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VEEV

VEEVA SYS INC

-9.59%

Shares7.2K

Event2026-06-30

Filed2026-08-06

MKC

MCCORMICK & CO INC

69.45%

Shares25.4K

Event2026-06-30

Filed2026-08-06

VTR

VENTAS INC

-22.45%

Shares14.3K

Event2026-06-30

Filed2026-08-06

DHI

D R HORTON INC

-22.28%

Shares7.8K

Event2026-06-30

Filed2026-08-06

EXE

EXPAND ENERGY CORPORATION

-3.93%

Shares13.9K

Event2026-06-30

Filed2026-08-06

CBSH

COMMERCE BANCSHARES INC

123.47%

Shares21.9K

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO

-16.32%

Shares16.5K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO EXCHANGE TRADED FD T

-1.05%

Shares22.6K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

680.18%

Shares90.2K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available