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The Analysis of Harbor Asset Planning, Inc.'s Holdings & P&L

Currently, Harbor Asset Planning, Inc. holds 416 types of securities in its portfolio with a total value $133.2M. In the most recent quarter, they have increased their positions in VGT (+24.9K shares, valued at $3.0M), VUG (+12.2K shares, valued at $1.0M), IWF (+7.8K shares, valued at $965.6K); decreased their positions in N/A (-378 shares, valued at $283.1K), DIVO (-5.4K shares, valued at $245.2K), JEPI (-2.8K shares, valued at $157.3K); initiated new positions in SPMD (+1.4K shares, valued at $94.9K), XLV (+454 shares, valued at $72.1K), N/A (+245 shares, valued at $54.9K); completely sold out of N/A (previously valued at $32.9K).

1M P&L

+368.1K+0.30%

3M P&L

+5.8M+4.95%

HY P&L

-14.2M-10.25%

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/A108.8M

90.4%

2Internet Content & Information1.7M

1.4%

3Consumer Electronics1.6M

1.3%

Top Industries by Stock Count

1N/A248 stocks

64.8%

2Semiconductors9 stocks

2.3%

3Drug Manufacturers - General8 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS15.8K shares0.06%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR170.5K shares-0.06%2026-06-302026-07-22

VTV VANGUARD INDEX FDS25.0K shares0.65%2026-06-302026-07-22

ISHARES TR ISHARES TR6.6K shares-5.44%2026-06-302026-07-22

RWL INVESCO EXCH TRADED FD TR II38.1K shares1.30%2026-06-302026-07-22

GSIE GOLDMAN SACHS ETF TR80.0K shares-1.79%2026-06-302026-07-22

RSPN INVESCO EXCHANGE TRADED FD T55.6K shares0.05%2026-06-302026-07-22

VGT VANGUARD WORLD FD28.6K shares684.98%2026-06-302026-07-22

Sponsored

SMLF ISHARES TR33.7K shares-1.34%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST72.5K shares1.39%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR95.8K shares0.24%2026-06-302026-07-22

XMHQ INVESCO EXCHANGE TRADED FD T23.1K shares-4.55%2026-06-302026-07-22

SGOV ISHARES TR23.5K shares7.48%2026-06-302026-07-22

FNCL FIDELITY COVINGTON TRUST29.9K shares-1.28%2026-06-302026-07-22

VBK VANGUARD INDEX FDS6.1K shares0.08%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR11.8K shares-4.24%2026-06-302026-07-22

Sponsored

DIVO AMPLIFY ETF TR44.7K shares-10.72%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR65.4K shares-3.58%2026-06-302026-07-22

VV VANGUARD INDEX FDS5.9K shares0.24%2026-06-302026-07-22

VHT VANGUARD WORLD FD6.2K shares0.21%2026-06-302026-07-22

FLTR VANECK ETF TRUST64.7K shares-7.43%2026-06-302026-07-22

GOOGL ALPHABET INC4.5K shares0.00%2026-06-302026-07-22

FMDE FIDELITY COVINGTON TRUST39.1K shares4.55%2026-06-302026-07-22

AAPL APPLE INC5.4K shares0.00%2026-06-302026-07-22

Sponsored

AVUV AMERICAN CENTY ETF TR12.0K shares2.54%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR16.1K shares9.18%2026-06-302026-07-22

IWB ISHARES TR3.4K shares0.18%2026-06-302026-07-22

SOXX ISHARES TR2.2K shares0.05%2026-06-302026-07-22

FDVV FIDELITY COVINGTON TRUST22.4K shares-1.87%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST16.4K shares-3.00%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS13.4K shares1.23%2026-06-302026-07-22

MGC VANGUARD WORLD FD4.8K shares0.19%2026-06-302026-07-22

Sponsored

IWF ISHARES TR10.5K shares286.97%2026-06-302026-07-22

VUG VANGUARD INDEX FDS14.7K shares472.02%2026-06-302026-07-22

FNDA SCHWAB STRATEGIC TR28.5K shares-11.80%2026-06-302026-07-22

FLOT ISHARES TR20.2K shares1.52%2026-06-302026-07-22

IWR ISHARES TR9.3K shares0.27%2026-06-302026-07-22

IWD ISHARES TR3.9K shares2.61%2026-06-302026-07-22

VFMO VANGUARD WELLINGTON FD3.5K shares43.00%2026-06-302026-07-22

PRF INVESCO EXCHANGE TRADED FD T15.7K shares0.33%2026-06-302026-07-22

Sponsored

COWZ PACER FDS TR13.5K shares-6.41%2026-06-302026-07-22

FELV FIDELITY COVINGTON TRUST20.7K shares0.35%2026-06-302026-07-22

DSI ISHARES TR5.7K shares0.19%2026-06-302026-07-22

JMEE J P MORGAN EXCHANGE TRADED F10.0K shares2.37%2026-06-302026-07-22

SPHQ INVESCO EXCHANGE TRADED FD T8.6K shares0.11%2026-06-302026-07-22

JHMM JOHN HANCOCK EXCHANGE TRADED10.0K shares0.04%2026-06-302026-07-22

QQQ INVESCO QQQ TR989 shares-11.54%2026-06-302026-07-22

MSFT MICROSOFT CORP1.8K shares-7.84%2026-06-302026-07-22

Sponsored

SDY SPDR SERIES TRUST4.0K shares0.65%2026-06-302026-07-22

IYG ISHARES TR6.7K shares-4.72%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR3.1K shares-12.60%2026-06-302026-07-22

INTC INTEL CORP4.3K shares0.00%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR19.5K shares-1.58%2026-06-302026-07-22

HD HOME DEPOT INC1.6K shares0.00%2026-06-302026-07-22

JEPI J P MORGAN EXCHANGE TRADED F9.9K shares-22.02%2026-06-302026-07-22

FELC FIDELITY COVINGTON TRUST13.0K shares0.20%2026-06-302026-07-22

Sponsored

PWB INVESCO EXCHANGE TRADED FD T3.2K shares23.16%2026-06-302026-07-22

RSPH INVESCO EXCHANGE TRADED FD T15.9K shares-15.47%2026-06-302026-07-22

QUAL ISHARES TR2.4K shares0.17%2026-06-302026-07-22

ATNI ATN INTL INC19.0K shares1.06%2026-06-302026-07-22

SPLV INVESCO EXCH TRADED FD TR II6.6K shares0.53%2026-06-302026-07-22

VPU VANGUARD WORLD FD2.5K shares3.69%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.33%2026-06-302026-07-22

IJR ISHARES TR2.8K shares-12.63%2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS1.3K shares0.30%2026-06-302026-07-22

VDC VANGUARD WORLD FD1.8K shares-4.10%2026-06-302026-07-22

XMMO INVESCO EXCHANGE TRADED FD T2.4K shares-12.13%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR12.7K shares0.62%2026-06-302026-07-22

VFMF VANGUARD WELLINGTON FD2.3K shares3.14%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR7.3K shares-3.32%2026-06-302026-07-22

PAVE GLOBAL X FDS6.6K shares-6.53%2026-06-302026-07-22

RSPF INVESCO EXCHANGE TRADED FD T4.8K shares0.36%2026-06-302026-07-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL737 shares0.00%2026-06-302026-07-22

ESGV VANGUARD WORLD FD2.7K shares0.22%2026-06-302026-07-22

VBR VANGUARD INDEX FDS1.4K shares0.42%2026-06-302026-07-22

AVSC AMERICAN CENTY ETF TR4.7K shares3.51%2026-06-302026-07-22

DVY ISHARES TR2.2K shares0.73%2026-06-302026-07-22

ADSK AUTODESK INC1.8K shares0.00%2026-06-302026-07-22

VOX VANGUARD WORLD FD1.7K shares-6.82%2026-06-302026-07-22

IWY ISHARES TR1.1K shares0.00%2026-06-302026-07-22

Sponsored

FIDU FIDELITY COVINGTON TRUST3.0K shares0.23%2026-06-302026-07-22

FTCS FIRST TR EXCHANGE-TRADED FD3.2K shares0.03%2026-06-302026-07-22

SCHV SCHWAB STRATEGIC TR8.3K shares0.45%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS4.0K shares0.50%2026-06-302026-07-22

FESM FIDELITY COVINGTON TRUST5.9K shares0.24%2026-06-302026-07-22

XLC SELECT SECTOR SPDR TR2.5K shares0.35%2026-06-302026-07-22

AMZN AMAZON COM INC1.1K shares0.00%2026-06-302026-07-22

VDE VANGUARD WORLD FD1.8K shares0.67%2026-06-302026-07-22

Sponsored

AIQ GLOBAL X FDS4.1K shares0.00%2026-06-302026-07-22

PHM PULTE GROUP INC1.9K shares0.00%2026-06-302026-07-22

ADI ANALOG DEVICES INC631 shares0.00%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T335 shares-10.90%2026-06-302026-07-22

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-06-302026-07-22

SUSA ISHARES TR1.6K shares0.19%2026-06-302026-07-22

LLY ELI LILLY & CO200 shares0.00%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON929 shares0.11%2026-06-302026-07-22

Sponsored

FNDB SCHWAB STRATEGIC TR7.0K shares0.37%2026-06-302026-07-22

EQWL INVESCO EXCHANGE TRADED FD T1.7K shares0.42%2026-06-302026-07-22

NUSC NUSHARES ETF TR4.0K shares0.00%2026-06-302026-07-22

POWR ISHARES INC7.5K shares0.00%2026-06-302026-07-22

FNDF SCHWAB STRATEGIC TR3.9K shares0.59%2026-06-302026-07-22

DGRW WISDOMTREE TR2.1K shares0.28%2026-06-302026-07-22

PWV INVESCO EXCHANGE TRADED FD T2.6K shares0.54%2026-06-302026-07-22

BOAT TIDAL TRUST I5.1K shares0.00%2026-06-302026-07-22

Sponsored

MTUM ISHARES TR561 shares0.18%2026-06-302026-07-22

ESGU ISHARES TR1.2K shares0.09%2026-06-302026-07-22

IVW ISHARES TR1.3K shares-0.96%2026-06-302026-07-22

QGRO AMERICAN CENTY ETF TR1.5K shares-32.62%2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL187 shares0.00%2026-06-302026-07-22

BROADCOM INC BROADCOM INC460 shares0.00%2026-06-302026-07-22

DELL DELL TECHNOLOGIES INC401 shares0.00%2026-06-302026-07-22

FBCG FIDELITY COVINGTON TRUST2.7K shares0.00%2026-06-302026-07-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC349 shares0.00%2026-06-302026-07-22

JQUA J P MORGAN EXCHANGE TRADED F2.3K shares-0.87%2026-06-302026-07-22

IJS ISHARES TR1.2K shares0.42%2026-06-302026-07-22

RSPT INVESCO EXCHANGE TRADED FD T2.5K shares0.08%2026-06-302026-07-22

JPEM J P MORGAN EXCHANGE TRADED F2.5K shares1.15%2026-06-302026-07-22

DHR DANAHER CORP DEL772 shares0.00%2026-06-302026-07-22

PSI INVESCO EXCHANGE TRADED FD T782 shares0.00%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP1.1K shares0.19%2026-06-302026-07-22

Sponsored

NULG NUSHARES ETF TR1.2K shares0.00%2026-06-302026-07-22

NZAC SPDR INDEX SHS FDS3.0K shares0.63%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F2.7K shares-18.80%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION138 shares0.00%2026-06-302026-07-22

DGRO ISHARES TR1.7K shares0.48%2026-06-302026-07-22

SMH VANECK ETF TRUST194 shares0.00%2026-06-302026-07-22

PG PROCTER & GAMBLE CO859 shares0.23%2026-06-302026-07-22

DIVB ISHARES TR2.0K shares0.54%2026-06-302026-07-22

Sponsored

EMXC ISHARES INC1.2K shares149.69%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC1.0K shares0.00%2026-06-302026-07-22

FENI FIDELITY COVINGTON TRUST3.0K shares0.90%2026-06-302026-07-22

GSLC GOLDMAN SACHS ETF TR830 shares0.24%2026-06-302026-07-22

HELO J P MORGAN EXCHANGE TRADED F1.7K shares0.18%2026-06-302026-07-22

IXJ ISHARES TR1.2K shares0.00%2026-06-302026-07-22

IWS ISHARES TR693 shares0.14%2026-06-302026-07-22

GOOG ALPHABET INC320 shares0.00%2026-06-302026-07-22

Sponsored

AVUS AMERICAN CENTY ETF TR880 shares23.42%2026-06-302026-07-22

FXL FIRST TR EXCHANGE-TRADED FD506 shares0.00%2026-06-302026-07-22

ORACLE CORP ORACLE CORP750 shares0.00%2026-06-302026-07-22

KKR KKR & CO INC1.2K shares0.00%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS2.1K shares1.42%2026-06-302026-07-22

VO VANGUARD INDEX FDS1.3K shares302.12%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY276 shares0.00%2026-06-302026-07-22

IAK ISHARES TR751 shares0.27%2026-06-302026-07-22

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST1.2K shares0.25%2026-06-302026-07-22

IJH ISHARES TR1.3K shares0.15%2026-06-302026-07-22

IGV ISHARES TR1.1K shares0.00%2026-06-302026-07-22

R RYDER SYS INC369 shares0.00%2026-06-302026-07-22

NUMG NUSHARES ETF TR2.1K shares0.00%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS1.2K shares1.16%2026-06-302026-07-22

SPMD SPDR SERIES TRUST1.4K sharesnew addition2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR3.4K shares0.56%2026-06-302026-07-22

Sponsored

CAT CATERPILLAR INC88 shares0.00%2026-06-302026-07-22

HEEM ISHARES INC2.0K shares0.00%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC2.1K shares0.00%2026-06-302026-07-22

PSX PHILLIPS 66533 shares0.00%2026-06-302026-07-22

PRFZ INVESCO EXCHANGE TRADED FD T1.6K shares0.19%2026-06-302026-07-22

XEL XCEL ENERGY INC1.1K shares0.00%2026-06-302026-07-22

PXF INVESCO EXCH TRADED FD TR II1.1K shares0.00%2026-06-302026-07-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC726 shares0.00%2026-06-302026-07-22

Sponsored

IHI ISHARES TR1.7K shares-7.44%2026-06-302026-07-22

IIIV I3 VERTICALS INC4.0K shares0.00%2026-06-302026-07-22

EUSA ISHARES INC745 shares-0.80%2026-06-302026-07-22

VFH VANGUARD WORLD FD635 shares-25.56%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 40117 shares0.00%2026-06-302026-07-22

VRIG INVESCO ACTIVELY MANAGED EXC3.2K shares1.09%2026-06-302026-07-22

SCHA SCHWAB STRATEGIC TR2.2K shares0.27%2026-06-302026-07-22

CMCSA COMCAST CORP NEW3.2K shares0.00%2026-06-302026-07-22

Sponsored

ABBVIE INC ABBVIE INC313 shares0.00%2026-06-302026-07-22

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR1.7K shares0.58%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T366 shares0.27%2026-06-302026-07-22

PEP PEPSICO INC574 shares0.00%2026-06-302026-07-22

QQQE DIREXION SHARES ETF TRUST634 shares0.16%2026-06-302026-07-22

KO COCA COLA CO943 shares0.53%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST1.1K shares0.18%2026-06-302026-07-22

FFSM FIDELITY COVINGTON TRUST2.0K shares830.19%2026-06-302026-07-22

Sponsored

BX BLACKSTONE INC628 shares0.00%2026-06-302026-07-22

DFAX DIMENSIONAL ETF TRUST2.0K shares1.08%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR454 sharesnew addition2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP767 shares0.39%2026-06-302026-07-22

AMSF AMERISAFE INC2.1K shares0.00%2026-06-302026-07-22

HEFA ISHARES TR1.5K shares0.00%2026-06-302026-07-22

PPA INVESCO EXCHANGE TRADED FD T397 shares-14.25%2026-06-302026-07-22

CAH CARDINAL HEALTH INC294 shares0.00%2026-06-302026-07-22

Sponsored

DISV DIMENSIONAL ETF TRUST1.7K shares1.46%2026-06-302026-07-22

UL UNILEVER PLC1.2K shares0.09%2026-06-302026-07-22

NVS NOVARTIS AG441 shares0.00%2026-06-302026-07-22

ESGD ISHARES TR670 shares0.60%2026-06-302026-07-22

ISHARES TR ISHARES TR705 shares-44.79%2026-06-302026-07-22

VOO VANGUARD INDEX FDS99 shares1.02%2026-06-302026-07-22

XSVM INVESCO EXCHANGE TRADED FD T973 shares0.41%2026-06-302026-07-22

XSMO INVESCO EXCHANGE TRADED FD T711 shares19.90%2026-06-302026-07-22

Sponsored

MGV VANGUARD WORLD FD406 shares0.50%2026-06-302026-07-22

ITA ISHARES TR272 shares0.00%2026-06-302026-07-22

XSD SPDR SERIES TRUST105 shares20.69%2026-06-302026-07-22

VOE VANGUARD INDEX FDS330 shares0.61%2026-06-302026-07-22

IEMG ISHARES INC781 shares0.39%2026-06-302026-07-22

IXN ISHARES TR443 shares0.23%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS403 shares0.50%2026-06-302026-07-22

SCZ ISHARES TR764 shares1.46%2026-06-302026-07-22

Sponsored

BMO BANK MONTREAL MEDIUM352 shares0.00%2026-06-302026-07-22

HDV ISHARES TR2.2K shares403.81%2026-06-302026-07-22

IGPT INVESCO EXCHANGE TRADED FD T586 shares0.00%2026-06-302026-07-22

TEL TE CONNECTIVITY PLC296 shares0.00%2026-06-302026-07-22

SNA SNAP ON INC146 shares0.00%2026-06-302026-07-22

TC ENERGY CORP TC ENERGY CORP882 shares0.00%2026-06-302026-07-22

IFRA ISHARES TR927 shares0.32%2026-06-302026-07-22

JPUS J P MORGAN EXCHANGE TRADED F396 shares0.51%2026-06-302026-07-22

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC245 sharesnew addition2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F355 shares0.57%2026-06-302026-07-22

IDEV ISHARES TR612 shares1.49%2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC245 sharesnew addition2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F644 shares0.47%2026-06-302026-07-22

WMT WALMART INC468 shares0.00%2026-06-302026-07-22

LPLA LPL FINL HLDGS INC187 shares0.00%2026-06-302026-07-22

GEM GOLDMAN SACHS ETF TR993 shares0.00%2026-06-302026-07-22

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP762 shares0.00%2026-06-302026-07-22

MEAR ISHARES U S ETF TR978 shares0.72%2026-06-302026-07-22

VLUE ISHARES TR245 sharesnew addition2026-06-302026-07-22

DLN WISDOMTREE TR505 shares0.40%2026-06-302026-07-22

EEMV ISHARES INC640 shares0.95%2026-06-302026-07-22

IBB ISHARES TR248 shares0.00%2026-06-302026-07-22

QDF FLEXSHARES TR514 shares0.39%2026-06-302026-07-22

IDMO INVESCO EXCH TRADED FD TR II755 shares0.80%2026-06-302026-07-22

Sponsored

CVS CVS HEALTH CORP438 shares0.00%2026-06-302026-07-22

CALF PACER FDS TR895 shares0.11%2026-06-302026-07-22

MUB ISHARES TR418 shares0.72%2026-06-302026-07-22

IWO ISHARES TR113 shares0.00%2026-06-302026-07-22

EFAV ISHARES TR503 shares1.82%2026-06-302026-07-22

XJH ISHARES TR833 shares0.24%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC525 shares503.45%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC130 shares0.00%2026-06-302026-07-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC85 shares0.00%2026-06-302026-07-22

FVAL FIDELITY COVINGTON TRUST546 shares0.37%2026-06-302026-07-22

GD GENERAL DYNAMICS CORP119 shares0.00%2026-06-302026-07-22

SMMV ISHARES TR911 shares0.33%2026-06-302026-07-22

LQDH ISHARES U S ETF TR450 shares0.00%2026-06-302026-07-22

DBEU DBX ETF TR764 shares0.00%2026-06-302026-07-22

NTAP NETAPP INC266 shares0.00%2026-06-302026-07-22

FHLC FIDELITY COVINGTON TRUST523 shares0.00%2026-06-302026-07-22

Sponsored

EFG ISHARES TR324 shares0.93%2026-06-302026-07-22

FLRN SPDR SERIES TRUST1.3K shares-38.27%2026-06-302026-07-22

IYW ISHARES TR156 shares0.00%2026-06-302026-07-22

KEN KENON HLDGS LTD584 shares0.00%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC69 shares1280.00%2026-06-302026-07-22

VXUS VANGUARD STAR FDS448 shares0.45%2026-06-302026-07-22

IDEQ LAZARD ACTIVE ETF TR1.1K shares1328.95%2026-06-302026-07-22

KRC KILROY REALTY CORP1.0K shares0.00%2026-06-302026-07-22

Sponsored

XLG INVESCO EXCHANGE TRADED FD T608 shares0.33%2026-06-302026-07-22

QCOM QUALCOMM INC200 shares0.00%2026-06-302026-07-22

XITK SPDR SERIES TRUST188 shares0.00%2026-06-302026-07-22

TSEM TOWER SEMICONDUCTOR LTD141 shares0.00%2026-06-302026-07-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR147 shares0.00%2026-06-302026-07-22

MRK MERCK & CO INC285 shares0.00%2026-06-302026-07-22

LHX L3HARRIS TECHNOLOGIES INC126 shares0.00%2026-06-302026-07-22

INTF ISHARES TR887 sharesnew addition2026-06-302026-07-22

Sponsored

SMMU PIMCO ETF TR710 shares0.71%2026-06-302026-07-22

IVE ISHARES TR156 shares0.65%2026-06-302026-07-22

NVDA NVIDIA CORPORATION175 shares0.00%2026-06-302026-07-22

XLRE SELECT SECTOR SPDR TR795 shares-19.45%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F583 shares0.00%2026-06-302026-07-22

IX ORIX CORP905 shares0.00%2026-06-302026-07-22

RSPU INVESCO EXCHANGE TRADED FD T419 shares0.48%2026-06-302026-07-22

TXN TEXAS INSTRS INC113 shares0.00%2026-06-302026-07-22

Sponsored

MGK VANGUARD WORLD FD378 shares404.00%2026-06-302026-07-22

LIT GLOBAL X FDS423 shares0.00%2026-06-302026-07-22

SPYX SPDR SERIES TRUST536 shares0.19%2026-06-302026-07-22

KARS KRANESHARES TRUST1.0K shares-38.16%2026-06-302026-07-22

NUDM NUSHARES ETF TR805 shares0.00%2026-06-302026-07-22

CSD INVESCO EXCHANGE TRADED FD T215 shares0.00%2026-06-302026-07-22

XT ISHARES TR389 shares0.52%2026-06-302026-07-22

ICSH ISHARES TR632 shares1.12%2026-06-302026-07-22

Sponsored

GILD GILEAD SCIENCES INC247 shares0.00%2026-06-302026-07-22

VIS VANGUARD WORLD FD85 shares1.19%2026-06-302026-07-22

KHYB KRANESHARES TRUST1.3K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO91 shares0.00%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION156 shares0.00%2026-06-302026-07-22

OMC OMNICOM GROUP INC400 shares0.00%2026-06-302026-07-22

DIS DISNEY WALT CO301 shares0.00%2026-06-302026-07-22

ADM ARCHER DANIELS MIDLAND CO375 shares0.00%2026-06-302026-07-22

Sponsored

VISA INC VISA INC81 shares0.00%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC24 shares0.00%2026-06-302026-07-22

PSA PUBLIC STORAGE86 shares0.00%2026-06-302026-07-22

FNDE SCHWAB STRATEGIC TR678 shares0.44%2026-06-302026-07-22

SPGP INVESCO EXCHANGE TRADED FD T217 shares0.00%2026-06-302026-07-22

IHF ISHARES TR476 shares0.00%2026-06-302026-07-22

LABCORP HOLDINGS INC LABCORP HOLDINGS INC94 shares0.00%2026-06-302026-07-22

IBIT ISHARES BITCOIN TRUST ETF788 shares0.00%2026-06-302026-07-22

Sponsored

CRBN ISHARES TR102 shares0.99%2026-06-302026-07-22

CVX CHEVRON CORPORATION154 shares0.00%2026-06-302026-07-22

BA BOEING CO117 shares0.00%2026-06-302026-07-22

FTV FORTIVE CORP386 shares0.00%2026-06-302026-07-22

EFV ISHARES TR303 shares2.36%2026-06-302026-07-22

FTEC FIDELITY COVINGTON TRUST81 shares84.09%2026-06-302026-07-22

IHE ISHARES TR233 shares-44.26%2026-06-302026-07-22

EVR EVERCORE INC67 shares0.00%2026-06-302026-07-22

Sponsored

VLTO VERALTO CORP257 shares0.00%2026-06-302026-07-22

IWP ISHARES TR155 shares0.00%2026-06-302026-07-22

DES WISDOMTREE TR552 shares0.73%2026-06-302026-07-22

SKYY FIRST TR EXCHANGE-TRADED FD163 shares0.00%2026-06-302026-07-22

RELX RELX PLC676 shares0.00%2026-06-302026-07-22

IVLU ISHARES TR511 shares1.59%2026-06-302026-07-22

ENB ENBRIDGE INC388 shares0.00%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L568 shares0.00%2026-06-302026-07-22

Sponsored

PFE PFIZER INC850 shares0.00%2026-06-302026-07-22

BKGI BNY MELLON ETF TRUST448 shares0.45%2026-06-302026-07-22

IQDF FLEXSHARES TR583 shares1.57%2026-06-302026-07-22

PSCI INVESCO EXCH TRADED FD TR II108 shares0.00%2026-06-302026-07-22

ZBH ZIMMER BIOMET HOLDINGS INC226 shares0.00%2026-06-302026-07-22

FBT FIRST TR EXCHANGE-TRADED FD77 shares0.00%2026-06-302026-07-22

FXH FIRST TR EXCHANGE-TRADED FD155 shares0.00%2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN84 shares0.00%2026-06-302026-07-22

Sponsored

LMT LOCKHEED MARTIN CORP36 shares0.00%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC31 shares0.00%2026-06-302026-07-22

BATT AMPLIFY ETF TR1.2K shares-45.31%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS63 shares0.00%2026-06-302026-07-22

QYLG GLOBAL X FDS580 shares0.00%2026-06-302026-07-22

NWSA NEWS CORP NEW691 shares0.00%2026-06-302026-07-22

LYG LLOYDS BANKING GROUP PLC2.9K shares0.00%2026-06-302026-07-22

AVDS AMERICAN CENTY ETF TR227 shares0.89%2026-06-302026-07-22

Sponsored

CIG CIA ENERGETICA DE MINAS GERA8.0K shares0.00%2026-06-302026-07-22

RMD RESMED INC86 shares0.00%2026-06-302026-07-22

TGT TARGET CORP124 shares0.00%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS164 shares1.23%2026-06-302026-07-22

VOT VANGUARD INDEX FDS50 shares0.00%2026-06-302026-07-22

AKRE PROFESIONALLY MANAGED PORTFO275 shares0.00%2026-06-302026-07-22

EWY ISHARES INC72 shares16.13%2026-06-302026-07-22

F FORD MTR CO1.0K shares0.00%2026-06-302026-07-22

Sponsored

HRB BLOCK H & R INC379 shares0.00%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC14 shares0.00%2026-06-302026-07-22

NUSHARES ETF TR NUSHARES ETF TR323 shares0.00%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC175 shares0.00%2026-06-302026-07-22

KBA KRANESHARES TRUST392 shares0.00%2026-06-302026-07-22

INDB INDEPENDENT BK CORP MASS161 shares0.00%2026-06-302026-07-22

ROBO EXCHANGE TRADED CONCEPTS TRU157 shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP218 shares0.00%2026-06-302026-07-22

Sponsored

NLR VANECK ETF TRUST107 shares0.00%2026-06-302026-07-22

ECG EVERUS CONSTR GROUP74 shares0.00%2026-06-302026-07-22

BLOK AMPLIFY ETF TR194 shares0.00%2026-06-302026-07-22

MFC MANULIFE FINL CORP295 shares0.00%2026-06-302026-07-22

BLK BLACKROCK INC12 shares0.00%2026-06-302026-07-22

SLQD ISHARES TR232 shares1.31%2026-06-302026-07-22

PRU PRUDENTIAL FINL INC105 shares0.00%2026-06-302026-07-22

COP CONOCOPHILLIPS106 shares0.00%2026-06-302026-07-22

Sponsored

SLYG SPDR SERIES TRUST92 shares1.10%2026-06-302026-07-22

SOLS SOLSTICE ADVANCED MATLS INC122 shares0.00%2026-06-302026-07-22

3M CO 3M CO65 shares0.00%2026-06-302026-07-22

IVOO VANGUARD ADMIRAL FDS INC78 shares0.00%2026-06-302026-07-22

IUSV ISHARES TR90 shares0.00%2026-06-302026-07-22

RAL RALLIANT CORP128 shares0.00%2026-06-302026-07-22

FAF FIRST AMERN FINL CORP137 shares0.00%2026-06-302026-07-22

ESGE ISHARES INC167 shares0.60%2026-06-302026-07-22

Sponsored

AMGN AMGEN INC25 shares0.00%2026-06-302026-07-22

VCR VANGUARD WORLD FD21 shares0.00%2026-06-302026-07-22

IGSB ISHARES TR158 shares1.28%2026-06-302026-07-22

ORI OLD REP INTL CORP200 shares0.00%2026-06-302026-07-22

T AT&T INC388 shares0.00%2026-06-302026-07-22

EIX EDISON INTL100 shares0.00%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO22 shares0.00%2026-06-302026-07-22

CHT CHUNGHWA TELECOM CO LTD167 shares0.00%2026-06-302026-07-22

Sponsored

DGX QUEST DIAGNOSTICS INC32 shares0.00%2026-06-302026-07-22

ITEQ AMPLIFY ETF TR101 shares0.00%2026-06-302026-07-22

SCHC SCHWAB STRATEGIC TR138 sharesnew addition2026-06-302026-07-22

NGG NATIONAL GRID PLC76 shares0.00%2026-06-302026-07-22

MDU MDU RES GROUP INC296 shares0.00%2026-06-302026-07-22

SOBO SOUTH BOW CORP176 shares0.00%2026-06-302026-07-22

KNF KNIFE RIVER CORP74 shares0.00%2026-06-302026-07-22

MGRC MCGRATH RENTCORP50 shares0.00%2026-06-302026-07-22

Sponsored

ASML ASML HLDG NV3 shares0.00%2026-06-302026-07-22

MSM MSC INDL DIRECT INC50 shares0.00%2026-06-302026-07-22

SAM BOSTON BEER INC33 shares0.00%2026-06-302026-07-22

TTE TOTALENERGIES SE72 shares0.00%2026-06-302026-07-22

INFY INFOSYS LTD511 shares0.00%2026-06-302026-07-22

FINX GLOBAL X FDS217 shares-60.76%2026-06-302026-07-22

GEN GEN DIGITAL INC208 shares0.00%2026-06-302026-07-22

VSNT VERSANT MEDIA GROUP INC127 shares0.00%2026-06-302026-07-22

Sponsored

VNT VONTIER CORPORATION154 shares0.00%2026-06-302026-07-22

SNN SMITH & NEPHEW PLC151 shares0.00%2026-06-302026-07-22

TAK TAKEDA PHARMACEUTICAL CO LTD235 shares0.00%2026-06-302026-07-22

SNY SANOFI SA86 shares0.00%2026-06-302026-07-22

VALQ AMERICAN CENTY ETF TR52 shares0.00%2026-06-302026-07-22

Q QNITY ELECTRONICS INC21 shares0.00%2026-06-302026-07-22

VTWV VANGUARD SCOTTSDALE FDS16 sharesnew addition2026-06-302026-07-22

ALC ALCON AG45 shares0.00%2026-06-302026-07-22

Sponsored

JBLU JETBLUE AIRWAYS CORP500 sharesnew addition2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.40 shares0.00%2026-06-302026-07-22

TSLA TESLA INC6 shares0.00%2026-06-302026-07-22

OTIS OTIS WORLDWIDE CORP32 shares0.00%2026-06-302026-07-22

AMCOR PLC AMCOR PLC51 shares2.00%2026-06-302026-07-22

ALLW SSGA ACTIVE TR70 shares0.00%2026-06-302026-07-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC14 sharesnew addition2026-06-302026-07-22

HLN HALEON PLC200 shares0.00%2026-06-302026-07-22

Sponsored

GLD SPDR GOLD TR5 shares0.00%2026-06-302026-07-22

VONG VANGUARD SCOTTSDALE FDS14 shares0.00%2026-06-302026-07-22

WAB WABTEC5 shares0.00%2026-06-302026-07-22

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD11 shares0.00%2026-06-302026-07-22

WY WEYERHAEUSER CO43 shares0.00%2026-06-302026-07-22

DOW DOW HLDGS INC37 shares0.00%2026-06-302026-07-22

TMUS T-MOBILE US INC6 shares0.00%2026-06-302026-07-22

UDR UDR INC24 shares0.00%2026-06-302026-07-22

Sponsored

SOLV SOLVENTUM CORP12 shares0.00%2026-06-302026-07-22

MJ AMPLIFY ETF TR36 shares0.00%2026-06-302026-07-22

VTRS VIATRIS INC47 shares0.00%2026-06-302026-07-22

EMN EASTMAN CHEM CO10 shares0.00%2026-06-302026-07-22

WBD WARNER BROS DISCOVERY INC25 shares0.00%2026-06-302026-07-22

XOP SPDR SERIES TRUST4 shares0.00%2026-06-302026-07-22

HRTS TEMA ETF TRUST15 shares0.00%2026-06-302026-07-22

MICC MAGNUM ICE CREAM CO NV26 shares0.00%2026-06-302026-07-22

Sponsored

BP BP PLC9 shares0.00%2026-06-302026-07-22

AGNC INVT CORP AGNC INVT CORP28 shares0.00%2026-06-302026-07-22

NATL NCR ATLEOS CORPORATION6 shares0.00%2026-06-302026-07-22

PEJ INVESCO EXCHANGE TRADED FD T3 shares0.00%2026-06-302026-07-22

DSX.WS DIANA SHIPPING INC434 shares0.00%2026-06-302026-07-22

KD KYNDRYL HLDGS INC5 shares0.00%2026-06-302026-07-22

GSK PLC GSK PLC1 shares0.00%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INCN/A sharesSold all2026-06-302026-07-22

Sponsored

VANGUARD INDEX FDS

0.06%

Shares15.8K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

-0.06%

Shares170.5K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.65%

Shares25.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-5.44%

Shares6.6K

Event2026-06-30

Filed2026-07-22

RWL

INVESCO EXCH TRADED FD TR II

1.30%

Shares38.1K

Event2026-06-30

Filed2026-07-22

GSIE

GOLDMAN SACHS ETF TR

-1.79%

Shares80.0K

Event2026-06-30

Filed2026-07-22

RSPN

INVESCO EXCHANGE TRADED FD T

0.05%

Shares55.6K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

684.98%

Shares28.6K

Event2026-06-30

Filed2026-07-22

SMLF

ISHARES TR

-1.34%

Shares33.7K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

1.39%

Shares72.5K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

0.24%

Shares95.8K

Event2026-06-30

Filed2026-07-22

XMHQ

INVESCO EXCHANGE TRADED FD T

-4.55%

Shares23.1K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

7.48%

Shares23.5K

Event2026-06-30

Filed2026-07-22

FNCL

FIDELITY COVINGTON TRUST

-1.28%

Shares29.9K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

0.08%

Shares6.1K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

-4.24%

Shares11.8K

Event2026-06-30

Filed2026-07-22

DIVO

AMPLIFY ETF TR

-10.72%

Shares44.7K

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

-3.58%

Shares65.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.24%

Shares5.9K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

0.21%

Shares6.2K

Event2026-06-30

Filed2026-07-22

FLTR

VANECK ETF TRUST

-7.43%

Shares64.7K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-22

FMDE

FIDELITY COVINGTON TRUST

4.55%

Shares39.1K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

2.54%

Shares12.0K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

9.18%

Shares16.1K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.18%

Shares3.4K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-22

FDVV

FIDELITY COVINGTON TRUST

-1.87%

Shares22.4K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

-3.00%

Shares16.4K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

1.23%

Shares13.4K

Event2026-06-30

Filed2026-07-22

MGC

VANGUARD WORLD FD

0.19%

Shares4.8K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

286.97%

Shares10.5K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

472.02%

Shares14.7K

Event2026-06-30

Filed2026-07-22

FNDA

SCHWAB STRATEGIC TR

-11.80%

Shares28.5K

Event2026-06-30

Filed2026-07-22

FLOT

ISHARES TR

1.52%

Shares20.2K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

0.27%

Shares9.3K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

2.61%

Shares3.9K

Event2026-06-30

Filed2026-07-22

VFMO

VANGUARD WELLINGTON FD

43.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

0.33%

Shares15.7K

Event2026-06-30

Filed2026-07-22

COWZ

PACER FDS TR

-6.41%

Shares13.5K

Event2026-06-30

Filed2026-07-22

FELV

FIDELITY COVINGTON TRUST

0.35%

Shares20.7K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

0.19%

Shares5.7K

Event2026-06-30

Filed2026-07-22

JMEE

J P MORGAN EXCHANGE TRADED F

2.37%

Shares10.0K

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

0.11%

Shares8.6K

Event2026-06-30

Filed2026-07-22

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.04%

Shares10.0K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-11.54%

Shares989

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-7.84%

Shares1.8K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

0.65%

Shares4.0K

Event2026-06-30

Filed2026-07-22

IYG

ISHARES TR

-4.72%

Shares6.7K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-12.60%

Shares3.1K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

-1.58%

Shares19.5K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

JEPI

J P MORGAN EXCHANGE TRADED F

-22.02%

Shares9.9K

Event2026-06-30

Filed2026-07-22

FELC

FIDELITY COVINGTON TRUST

0.20%

Shares13.0K

Event2026-06-30

Filed2026-07-22

PWB

INVESCO EXCHANGE TRADED FD T

23.16%

Shares3.2K

Event2026-06-30

Filed2026-07-22

RSPH

INVESCO EXCHANGE TRADED FD T

-15.47%

Shares15.9K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-22

ATNI

ATN INTL INC

1.06%

Shares19.0K

Event2026-06-30

Filed2026-07-22

SPLV

INVESCO EXCH TRADED FD TR II

0.53%

Shares6.6K

Event2026-06-30

Filed2026-07-22

VPU

VANGUARD WORLD FD

3.69%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.33%

Shares1.8K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-12.63%

Shares2.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-22

VDC

VANGUARD WORLD FD

-4.10%

Shares1.8K

Event2026-06-30

Filed2026-07-22

XMMO

INVESCO EXCHANGE TRADED FD T

-12.13%

Shares2.4K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

0.62%

Shares12.7K

Event2026-06-30

Filed2026-07-22

VFMF

VANGUARD WELLINGTON FD

3.14%

Shares2.3K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

-3.32%

Shares7.3K

Event2026-06-30

Filed2026-07-22

PAVE

GLOBAL X FDS

-6.53%

Shares6.6K

Event2026-06-30

Filed2026-07-22

RSPF

INVESCO EXCHANGE TRADED FD T

0.36%

Shares4.8K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares737

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

0.22%

Shares2.7K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.42%

Shares1.4K

Event2026-06-30

Filed2026-07-22

AVSC

AMERICAN CENTY ETF TR

3.51%

Shares4.7K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

0.73%

Shares2.2K

Event2026-06-30

Filed2026-07-22

ADSK

AUTODESK INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

VOX

VANGUARD WORLD FD

-6.82%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IWY

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

FIDU

FIDELITY COVINGTON TRUST

0.23%

Shares3.0K

Event2026-06-30

Filed2026-07-22

FTCS

FIRST TR EXCHANGE-TRADED FD

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-22

SCHV

SCHWAB STRATEGIC TR

0.45%

Shares8.3K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.50%

Shares4.0K

Event2026-06-30

Filed2026-07-22

FESM

FIDELITY COVINGTON TRUST

0.24%

Shares5.9K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

0.35%

Shares2.5K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

VDE

VANGUARD WORLD FD

0.67%

Shares1.8K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-22

PHM

PULTE GROUP INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

0.00%

Shares631

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-10.90%

Shares335

Event2026-06-30

Filed2026-07-22

CONSOLIDATED EDISON INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.11%

Shares929

Event2026-06-30

Filed2026-07-22

FNDB

SCHWAB STRATEGIC TR

0.37%

Shares7.0K

Event2026-06-30

Filed2026-07-22

EQWL

INVESCO EXCHANGE TRADED FD T

0.42%

Shares1.7K

Event2026-06-30

Filed2026-07-22

NUSC

NUSHARES ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

POWR

ISHARES INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-22

FNDF

SCHWAB STRATEGIC TR

0.59%

Shares3.9K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

0.28%

Shares2.1K

Event2026-06-30

Filed2026-07-22

PWV

INVESCO EXCHANGE TRADED FD T

0.54%

Shares2.6K

Event2026-06-30

Filed2026-07-22

BOAT

TIDAL TRUST I

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-22

MTUM

ISHARES TR

0.18%

Shares561

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

-0.96%

Shares1.3K

Event2026-06-30

Filed2026-07-22

QGRO

AMERICAN CENTY ETF TR

-32.62%

Shares1.5K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares187

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.00%

Shares460

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

0.00%

Shares401

Event2026-06-30

Filed2026-07-22

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares349

Event2026-06-30

Filed2026-07-22

JQUA

J P MORGAN EXCHANGE TRADED F

-0.87%

Shares2.3K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

0.42%

Shares1.2K

Event2026-06-30

Filed2026-07-22

RSPT

INVESCO EXCHANGE TRADED FD T

0.08%

Shares2.5K

Event2026-06-30

Filed2026-07-22

JPEM

J P MORGAN EXCHANGE TRADED F

1.15%

Shares2.5K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

0.00%

Shares772

Event2026-06-30

Filed2026-07-22

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares782

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.19%

Shares1.1K

Event2026-06-30

Filed2026-07-22

NULG

NUSHARES ETF TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

NZAC

SPDR INDEX SHS FDS

0.63%

Shares3.0K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

-18.80%

Shares2.7K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

0.00%

Shares138

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

0.48%

Shares1.7K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

0.00%

Shares194

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

0.23%

Shares859

Event2026-06-30

Filed2026-07-22

DIVB

ISHARES TR

0.54%

Shares2.0K

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

149.69%

Shares1.2K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

FENI

FIDELITY COVINGTON TRUST

0.90%

Shares3.0K

Event2026-06-30

Filed2026-07-22

GSLC

GOLDMAN SACHS ETF TR

0.24%

Shares830

Event2026-06-30

Filed2026-07-22

HELO

J P MORGAN EXCHANGE TRADED F

0.18%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IXJ

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

0.14%

Shares693

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares320

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

23.42%

Shares880

Event2026-06-30

Filed2026-07-22

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares506

Event2026-06-30

Filed2026-07-22

ORACLE CORP

0.00%

Shares750

Event2026-06-30

Filed2026-07-22

KKR

KKR & CO INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

1.42%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

302.12%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares276

Event2026-06-30

Filed2026-07-22

IAK

ISHARES TR

0.27%

Shares751

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

0.25%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.15%

Shares1.3K

Event2026-06-30

Filed2026-07-22

IGV

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

RYDER SYS INC

0.00%

Shares369

Event2026-06-30

Filed2026-07-22

NUMG

NUSHARES ETF TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

1.16%

Shares1.2K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

0.56%

Shares3.4K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares88

Event2026-06-30

Filed2026-07-22

HEEM

ISHARES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

0.00%

Shares533

Event2026-06-30

Filed2026-07-22

PRFZ

INVESCO EXCHANGE TRADED FD T

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-22

XEL

XCEL ENERGY INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

PXF

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

APOLLO GLOBAL MGMT INC

0.00%

Shares726

Event2026-06-30

Filed2026-07-22

IHI

ISHARES TR

-7.44%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IIIV

I3 VERTICALS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-22

EUSA

ISHARES INC

-0.80%

Shares745

Event2026-06-30

Filed2026-07-22

VFH

VANGUARD WORLD FD

-25.56%

Shares635

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares117

Event2026-06-30

Filed2026-07-22

VRIG

INVESCO ACTIVELY MANAGED EXC

1.09%

Shares3.2K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

0.27%

Shares2.2K

Event2026-06-30

Filed2026-07-22

CMCSA

COMCAST CORP NEW

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.00%

Shares313

Event2026-06-30

Filed2026-07-22

SELECT SECTOR SPDR TR

0.58%

Shares1.7K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

0.27%

Shares366

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

0.00%

Shares574

Event2026-06-30

Filed2026-07-22

QQQE

DIREXION SHARES ETF TRUST

0.16%

Shares634

Event2026-06-30

Filed2026-07-22

COCA COLA CO

0.53%

Shares943

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-22

FFSM

FIDELITY COVINGTON TRUST

830.19%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

0.00%

Shares628

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

1.08%

Shares2.0K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

New

Shares454

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

0.39%

Shares767

Event2026-06-30

Filed2026-07-22

AMSF

AMERISAFE INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

HEFA

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

PPA

INVESCO EXCHANGE TRADED FD T

-14.25%

Shares397

Event2026-06-30

Filed2026-07-22

CAH

CARDINAL HEALTH INC

0.00%

Shares294

Event2026-06-30

Filed2026-07-22

DISV

DIMENSIONAL ETF TRUST

1.46%

Shares1.7K

Event2026-06-30

Filed2026-07-22

UNILEVER PLC

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-22

NVS

NOVARTIS AG

0.00%

Shares441

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

0.60%

Shares670

Event2026-06-30

Filed2026-07-22

ISHARES TR

-44.79%

Shares705

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.02%

Shares99

Event2026-06-30

Filed2026-07-22

XSVM

INVESCO EXCHANGE TRADED FD T

0.41%

Shares973

Event2026-06-30

Filed2026-07-22

XSMO

INVESCO EXCHANGE TRADED FD T

19.90%

Shares711

Event2026-06-30

Filed2026-07-22

MGV

VANGUARD WORLD FD

0.50%

Shares406

Event2026-06-30

Filed2026-07-22

ITA

ISHARES TR

0.00%

Shares272

Event2026-06-30

Filed2026-07-22

XSD

SPDR SERIES TRUST

20.69%

Shares105

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

0.61%

Shares330

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

0.39%

Shares781

Event2026-06-30

Filed2026-07-22

IXN

ISHARES TR

0.23%

Shares443

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

0.50%

Shares403

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

1.46%

Shares764

Event2026-06-30

Filed2026-07-22

BMO

BANK MONTREAL MEDIUM

0.00%

Shares352

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

403.81%

Shares2.2K

Event2026-06-30

Filed2026-07-22

IGPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares586

Event2026-06-30

Filed2026-07-22

TEL

TE CONNECTIVITY PLC

0.00%

Shares296

Event2026-06-30

Filed2026-07-22

SNA

SNAP ON INC

0.00%

Shares146

Event2026-06-30

Filed2026-07-22

TC ENERGY CORP

0.00%

Shares882

Event2026-06-30

Filed2026-07-22

IFRA

ISHARES TR

0.32%

Shares927

Event2026-06-30

Filed2026-07-22

JPUS

J P MORGAN EXCHANGE TRADED F

0.51%

Shares396

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares245

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

0.57%

Shares355

Event2026-06-30

Filed2026-07-22

IDEV

ISHARES TR

1.49%

Shares612

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares245

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

0.47%

Shares644

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.00%

Shares468

Event2026-06-30

Filed2026-07-22

LPLA

LPL FINL HLDGS INC

0.00%

Shares187

Event2026-06-30

Filed2026-07-22

GEM

GOLDMAN SACHS ETF TR

0.00%

Shares993

Event2026-06-30

Filed2026-07-22

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares762

Event2026-06-30

Filed2026-07-22

MEAR

ISHARES U S ETF TR

0.72%

Shares978

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

New

Shares245

Event2026-06-30

Filed2026-07-22

DLN

WISDOMTREE TR

0.40%

Shares505

Event2026-06-30

Filed2026-07-22

EEMV

ISHARES INC

0.95%

Shares640

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

0.00%

Shares248

Event2026-06-30

Filed2026-07-22

QDF

FLEXSHARES TR

0.39%

Shares514

Event2026-06-30

Filed2026-07-22

IDMO

INVESCO EXCH TRADED FD TR II

0.80%

Shares755

Event2026-06-30

Filed2026-07-22

CVS

CVS HEALTH CORP

0.00%

Shares438

Event2026-06-30

Filed2026-07-22

CALF

PACER FDS TR

0.11%

Shares895

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

0.72%

Shares418

Event2026-06-30

Filed2026-07-22

IWO

ISHARES TR

0.00%

Shares113

Event2026-06-30

Filed2026-07-22

EFAV

ISHARES TR

1.82%

Shares503

Event2026-06-30

Filed2026-07-22

XJH

ISHARES TR

0.24%

Shares833

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

503.45%

Shares525

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

0.00%

Shares130

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares85

Event2026-06-30

Filed2026-07-22

FVAL

FIDELITY COVINGTON TRUST

0.37%

Shares546

Event2026-06-30

Filed2026-07-22

GENERAL DYNAMICS CORP

0.00%

Shares119

Event2026-06-30

Filed2026-07-22

SMMV

ISHARES TR

0.33%

Shares911

Event2026-06-30

Filed2026-07-22

LQDH

ISHARES U S ETF TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-22

DBEU

DBX ETF TR

0.00%

Shares764

Event2026-06-30

Filed2026-07-22

NTAP

NETAPP INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-22

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares523

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

0.93%

Shares324

Event2026-06-30

Filed2026-07-22

FLRN

SPDR SERIES TRUST

-38.27%

Shares1.3K

Event2026-06-30

Filed2026-07-22

IYW

ISHARES TR

0.00%

Shares156

Event2026-06-30

Filed2026-07-22

KEN

KENON HLDGS LTD

0.00%

Shares584

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

1280.00%

Shares69

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.45%

Shares448

Event2026-06-30

Filed2026-07-22

IDEQ

LAZARD ACTIVE ETF TR

1328.95%

Shares1.1K

Event2026-06-30

Filed2026-07-22

KRC

KILROY REALTY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

XLG

INVESCO EXCHANGE TRADED FD T

0.33%

Shares608

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

XITK

SPDR SERIES TRUST

0.00%

Shares188

Event2026-06-30

Filed2026-07-22

TSEM

TOWER SEMICONDUCTOR LTD

0.00%

Shares141

Event2026-06-30

Filed2026-07-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares147

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.00%

Shares285

Event2026-06-30

Filed2026-07-22

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares126

Event2026-06-30

Filed2026-07-22

INTF

ISHARES TR

New

Shares887

Event2026-06-30

Filed2026-07-22

SMMU

PIMCO ETF TR

0.71%

Shares710

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

0.65%

Shares156

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.00%

Shares175

Event2026-06-30

Filed2026-07-22

XLRE

SELECT SECTOR SPDR TR

-19.45%

Shares795

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares583

Event2026-06-30

Filed2026-07-22

ORIX CORP

0.00%

Shares905

Event2026-06-30

Filed2026-07-22

RSPU

INVESCO EXCHANGE TRADED FD T

0.48%

Shares419

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

0.00%

Shares113

Event2026-06-30

Filed2026-07-22

MGK

VANGUARD WORLD FD

404.00%

Shares378

Event2026-06-30

Filed2026-07-22

LIT

GLOBAL X FDS

0.00%

Shares423

Event2026-06-30

Filed2026-07-22

SPYX

SPDR SERIES TRUST

0.19%

Shares536

Event2026-06-30

Filed2026-07-22

KARS

KRANESHARES TRUST

-38.16%

Shares1.0K

Event2026-06-30

Filed2026-07-22

NUDM

NUSHARES ETF TR

0.00%

Shares805

Event2026-06-30

Filed2026-07-22

CSD

INVESCO EXCHANGE TRADED FD T

0.00%

Shares215

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.52%

Shares389

Event2026-06-30

Filed2026-07-22

ICSH

ISHARES TR

1.12%

Shares632

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

0.00%

Shares247

Event2026-06-30

Filed2026-07-22

VIS

VANGUARD WORLD FD

1.19%

Shares85

Event2026-06-30

Filed2026-07-22

KHYB

KRANESHARES TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares91

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

0.00%

Shares156

Event2026-06-30

Filed2026-07-22

OMC

OMNICOM GROUP INC

0.00%

Shares400

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

0.00%

Shares301

Event2026-06-30

Filed2026-07-22

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares375

Event2026-06-30

Filed2026-07-22

VISA INC

0.00%

Shares81

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

PSA

PUBLIC STORAGE

0.00%

Shares86

Event2026-06-30

Filed2026-07-22

FNDE

SCHWAB STRATEGIC TR

0.44%

Shares678

Event2026-06-30

Filed2026-07-22

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares217

Event2026-06-30

Filed2026-07-22

IHF

ISHARES TR

0.00%

Shares476

Event2026-06-30

Filed2026-07-22

LABCORP HOLDINGS INC

0.00%

Shares94

Event2026-06-30

Filed2026-07-22

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares788

Event2026-06-30

Filed2026-07-22

CRBN

ISHARES TR

0.99%

Shares102

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

0.00%

Shares154

Event2026-06-30

Filed2026-07-22

BOEING CO

0.00%

Shares117

Event2026-06-30

Filed2026-07-22

FTV

FORTIVE CORP

0.00%

Shares386

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

2.36%

Shares303

Event2026-06-30

Filed2026-07-22

FTEC

FIDELITY COVINGTON TRUST

84.09%

Shares81

Event2026-06-30

Filed2026-07-22

IHE

ISHARES TR

-44.26%

Shares233

Event2026-06-30

Filed2026-07-22

EVR

EVERCORE INC

0.00%

Shares67

Event2026-06-30

Filed2026-07-22

VLTO

VERALTO CORP

0.00%

Shares257

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

0.00%

Shares155

Event2026-06-30

Filed2026-07-22

DES

WISDOMTREE TR

0.73%

Shares552

Event2026-06-30

Filed2026-07-22

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares163

Event2026-06-30

Filed2026-07-22

RELX

RELX PLC

0.00%

Shares676

Event2026-06-30

Filed2026-07-22

IVLU

ISHARES TR

1.59%

Shares511

Event2026-06-30

Filed2026-07-22

ENB

ENBRIDGE INC

0.00%

Shares388

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares568

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-22

BKGI

BNY MELLON ETF TRUST

0.45%

Shares448

Event2026-06-30

Filed2026-07-22

IQDF

FLEXSHARES TR

1.57%

Shares583

Event2026-06-30

Filed2026-07-22

PSCI

INVESCO EXCH TRADED FD TR II

0.00%

Shares108

Event2026-06-30

Filed2026-07-22

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares226

Event2026-06-30

Filed2026-07-22

FBT

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares77

Event2026-06-30

Filed2026-07-22

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares155

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares84

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

0.00%

Shares36

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares31

Event2026-06-30

Filed2026-07-22

BATT

AMPLIFY ETF TR

-45.31%

Shares1.2K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares63

Event2026-06-30

Filed2026-07-22

QYLG

GLOBAL X FDS

0.00%

Shares580

Event2026-06-30

Filed2026-07-22

NWSA

NEWS CORP NEW

0.00%

Shares691

Event2026-06-30

Filed2026-07-22

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-22

AVDS

AMERICAN CENTY ETF TR

0.89%

Shares227

Event2026-06-30

Filed2026-07-22

CIG

CIA ENERGETICA DE MINAS GERA

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-22

RMD

RESMED INC

0.00%

Shares86

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

0.00%

Shares124

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

1.23%

Shares164

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

0.00%

Shares50

Event2026-06-30

Filed2026-07-22

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares275

Event2026-06-30

Filed2026-07-22

EWY

ISHARES INC

16.13%

Shares72

Event2026-06-30

Filed2026-07-22

FORD MTR CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

HRB

BLOCK H & R INC

0.00%

Shares379

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

NUSHARES ETF TR

0.00%

Shares323

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

0.00%

Shares175

Event2026-06-30

Filed2026-07-22

KBA

KRANESHARES TRUST

0.00%

Shares392

Event2026-06-30

Filed2026-07-22

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares161

Event2026-06-30

Filed2026-07-22

ROBO

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares157

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares218

Event2026-06-30

Filed2026-07-22

NLR

VANECK ETF TRUST

0.00%

Shares107

Event2026-06-30

Filed2026-07-22

ECG

EVERUS CONSTR GROUP

0.00%

Shares74

Event2026-06-30

Filed2026-07-22

BLOK

AMPLIFY ETF TR

0.00%

Shares194

Event2026-06-30

Filed2026-07-22

MFC

MANULIFE FINL CORP

0.00%

Shares295

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-22

SLQD

ISHARES TR

1.31%

Shares232

Event2026-06-30

Filed2026-07-22

PRU

PRUDENTIAL FINL INC

0.00%

Shares105

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

0.00%

Shares106

Event2026-06-30

Filed2026-07-22

SLYG

SPDR SERIES TRUST

1.10%

Shares92

Event2026-06-30

Filed2026-07-22

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares122

Event2026-06-30

Filed2026-07-22

3M CO

0.00%

Shares65

Event2026-06-30

Filed2026-07-22

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares78

Event2026-06-30

Filed2026-07-22

IUSV

ISHARES TR

0.00%

Shares90

Event2026-06-30

Filed2026-07-22

RAL

RALLIANT CORP

0.00%

Shares128

Event2026-06-30

Filed2026-07-22

FAF

FIRST AMERN FINL CORP

0.00%

Shares137

Event2026-06-30

Filed2026-07-22

ESGE

ISHARES INC

0.60%

Shares167

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-22

VCR

VANGUARD WORLD FD

0.00%

Shares21

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES TR

1.28%

Shares158

Event2026-06-30

Filed2026-07-22

ORI

OLD REP INTL CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

AT&T INC

0.00%

Shares388

Event2026-06-30

Filed2026-07-22

EIX

EDISON INTL

0.00%

Shares100

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

0.00%

Shares22

Event2026-06-30

Filed2026-07-22

CHT

CHUNGHWA TELECOM CO LTD

0.00%

Shares167

Event2026-06-30

Filed2026-07-22

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares32

Event2026-06-30

Filed2026-07-22

ITEQ

AMPLIFY ETF TR

0.00%

Shares101

Event2026-06-30

Filed2026-07-22

SCHC

SCHWAB STRATEGIC TR

New

Shares138

Event2026-06-30

Filed2026-07-22

NGG

NATIONAL GRID PLC

0.00%

Shares76

Event2026-06-30

Filed2026-07-22

MDU

MDU RES GROUP INC

0.00%

Shares296

Event2026-06-30

Filed2026-07-22

SOBO

SOUTH BOW CORP

0.00%

Shares176

Event2026-06-30

Filed2026-07-22

KNF

KNIFE RIVER CORP

0.00%

Shares74

Event2026-06-30

Filed2026-07-22

MGRC

MCGRATH RENTCORP

0.00%

Shares50

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

MSM

MSC INDL DIRECT INC

0.00%

Shares50

Event2026-06-30

Filed2026-07-22

SAM

BOSTON BEER INC

0.00%

Shares33

Event2026-06-30

Filed2026-07-22

TTE

TOTALENERGIES SE

0.00%

Shares72

Event2026-06-30

Filed2026-07-22

INFY

INFOSYS LTD

0.00%

Shares511

Event2026-06-30

Filed2026-07-22

FINX

GLOBAL X FDS

-60.76%

Shares217

Event2026-06-30

Filed2026-07-22

GEN

GEN DIGITAL INC

0.00%

Shares208

Event2026-06-30

Filed2026-07-22

VSNT

VERSANT MEDIA GROUP INC

0.00%

Shares127

Event2026-06-30

Filed2026-07-22

VNT

VONTIER CORPORATION

0.00%

Shares154

Event2026-06-30

Filed2026-07-22

SNN

SMITH & NEPHEW PLC

0.00%

Shares151

Event2026-06-30

Filed2026-07-22

TAK

TAKEDA PHARMACEUTICAL CO LTD

0.00%

Shares235

Event2026-06-30

Filed2026-07-22

SNY

SANOFI SA

0.00%

Shares86

Event2026-06-30

Filed2026-07-22

VALQ

AMERICAN CENTY ETF TR

0.00%

Shares52

Event2026-06-30

Filed2026-07-22

QNITY ELECTRONICS INC

0.00%

Shares21

Event2026-06-30

Filed2026-07-22

VTWV

VANGUARD SCOTTSDALE FDS

New

Shares16

Event2026-06-30

Filed2026-07-22

ALC

ALCON AG

0.00%

Shares45

Event2026-06-30

Filed2026-07-22

JBLU

JETBLUE AIRWAYS CORP

New

Shares500

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

0.00%

Shares40

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares32

Event2026-06-30

Filed2026-07-22

AMCOR PLC

2.00%

Shares51

Event2026-06-30

Filed2026-07-22

ALLW

SSGA ACTIVE TR

0.00%

Shares70

Event2026-06-30

Filed2026-07-22

DUPONT DE NEMOURS INC

New

Shares14

Event2026-06-30

Filed2026-07-22

HLN

HALEON PLC

0.00%

Shares200

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares14

Event2026-06-30

Filed2026-07-22

WAB

WABTEC

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

ALIBABA GROUP HLDG LTD

0.00%

Shares11

Event2026-06-30

Filed2026-07-22

WEYERHAEUSER CO

0.00%

Shares43

Event2026-06-30

Filed2026-07-22

DOW

DOW HLDGS INC

0.00%

Shares37

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US INC

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

UDR

UDR INC

0.00%

Shares24

Event2026-06-30

Filed2026-07-22

SOLV

SOLVENTUM CORP

0.00%

Shares12

Event2026-06-30

Filed2026-07-22

AMPLIFY ETF TR

0.00%

Shares36

Event2026-06-30

Filed2026-07-22

VTRS

VIATRIS INC

0.00%

Shares47

Event2026-06-30

Filed2026-07-22

EMN

EASTMAN CHEM CO

0.00%

Shares10

Event2026-06-30

Filed2026-07-22

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares25

Event2026-06-30

Filed2026-07-22

XOP

SPDR SERIES TRUST

0.00%

Shares4

Event2026-06-30

Filed2026-07-22

HRTS

TEMA ETF TRUST

0.00%

Shares15

Event2026-06-30

Filed2026-07-22

MICC

MAGNUM ICE CREAM CO NV

0.00%

Shares26

Event2026-06-30

Filed2026-07-22

BP PLC

0.00%

Shares9

Event2026-06-30

Filed2026-07-22

AGNC INVT CORP

0.00%

Shares28

Event2026-06-30

Filed2026-07-22

NATL

NCR ATLEOS CORPORATION

0.00%

Shares6

Event2026-06-30

Filed2026-07-22

PEJ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3

Event2026-06-30

Filed2026-07-22

DSX.WS

DIANA SHIPPING INC

0.00%

Shares434

Event2026-06-30

Filed2026-07-22

KYNDRYL HLDGS INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-22

GSK PLC

0.00%

Shares1

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

Sold all

SharesN/A

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available