Sponsored

The Analysis of RETIREMENT INCOME SOLUTIONS, INC's Holdings & P&L

Currently, RETIREMENT INCOME SOLUTIONS, INC holds 172 types of securities in its portfolio with a total value $580.8M. In the most recent quarter, they have increased their positions in MCD (+450 shares, valued at $139.9K), N/A (+696 shares, valued at $118.1K), IWF (+233 shares, valued at $99.4K); decreased their positions in AMZN (-8.0K shares, valued at $1.7M), N/A (-9.6K shares, valued at $732.0K), N/A (-2.3K shares, valued at $331.0K).

1M P&L

-3.0M-0.85%

3M P&L

+4.1M+1.19%

HY P&L

+13.3M+3.94%

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/A305.3M

90.4%

2Consumer Electronics5.1M

1.5%

3Internet Content & Information4.4M

1.3%

Top Industries by Stock Count

1N/A114 stocks

75.0%

2Drug Manufacturers - General4 stocks

2.6%

3Banks - Regional3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST1.8M shares-0.51%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T69.7K shares-0.15%2026-06-302026-08-03

SPMD SPDR SERIES TRUST714.5K shares-0.38%2026-06-302026-08-03

JPST J P MORGAN EXCHANGE TRADED F718.7K shares-0.10%2026-06-302026-08-03

ISHARES TR ISHARES TR54.9K shares-0.36%2026-06-302026-08-03

MINT PIMCO ETF TR346.9K shares-0.13%2026-06-302026-08-03

IWF ISHARES TR42.2K shares0.55%2026-06-302026-08-03

IJH ISHARES TR231.0K shares-1.47%2026-06-302026-08-03

Sponsored

WORLD GOLD TR WORLD GOLD TR129.8K shares0.00%2026-06-302026-08-03

SPYX SPDR SERIES TRUST164.7K shares-2.79%2026-06-302026-08-03

ESGU ISHARES TR54.5K shares0.00%2026-06-302026-08-03

QQQ INVESCO QQQ TR13.3K shares0.00%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T36.8K shares0.00%2026-06-302026-08-03

JMUB J P MORGAN EXCHANGE TRADED F139.5K shares-1.38%2026-06-302026-08-03

IWD ISHARES TR32.4K shares0.00%2026-06-302026-08-03

MDY STATE STR SPDR S&P MIDCAP 4010.1K shares-0.81%2026-06-302026-08-03

Sponsored

IWB ISHARES TR17.3K shares0.00%2026-06-302026-08-03

FESM FIDELITY COVINGTON TRUST150.0K shares0.00%2026-06-302026-08-03

ACWI ISHARES TR40.6K shares0.00%2026-06-302026-08-03

AAPL APPLE INC20.2K shares0.00%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR56.6K shares-1.92%2026-06-302026-08-03

DFAE DIMENSIONAL ETF TRUST130.0K shares0.00%2026-06-302026-08-03

VO VANGUARD INDEX FDS14.0K shares0.00%2026-06-302026-08-03

SPYG SPDR SERIES TRUST33.4K shares-1.14%2026-06-302026-08-03

Sponsored

EFA ISHARES TR33.4K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL6.5K shares0.00%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR23.2K shares0.00%2026-06-302026-08-03

IVW ISHARES TR26.3K shares0.00%2026-06-302026-08-03

VOO VANGUARD INDEX FDS4.7K shares0.00%2026-06-302026-08-03

GOOGL ALPHABET INC8.6K shares0.00%2026-06-302026-08-03

VUG VANGUARD INDEX FDS5.5K shares0.00%2026-06-302026-08-03

SPYV SPDR SERIES TRUST42.3K shares0.74%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP6.3K shares0.00%2026-06-302026-08-03

IWR ISHARES TR23.7K shares0.00%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS7.0K shares0.00%2026-06-302026-08-03

IVE ISHARES TR9.9K shares0.00%2026-06-302026-08-03

GOOG ALPHABET INC6.8K shares0.00%2026-06-302026-08-03

POCT INNOVATOR ETFS TRUST45.2K shares0.00%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR62.8K shares0.00%2026-06-302026-08-03

AMZN AMAZON COM INC8.5K shares-48.58%2026-06-302026-08-03

Sponsored

LLY ELI LILLY & CO1.9K shares0.00%2026-06-302026-08-03

NVDA NVIDIA CORPORATION9.9K shares0.00%2026-06-302026-08-03

SMH VANECK ETF TRUST4.2K shares0.00%2026-06-302026-08-03

GLD SPDR GOLD TR3.7K shares0.00%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F20.9K shares0.00%2026-06-302026-08-03

PNOV INNOVATOR ETFS TRUST38.0K shares-4.13%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR25.3K shares0.00%2026-06-302026-08-03

JBND J P MORGAN EXCHANGE TRADED F28.4K shares0.00%2026-06-302026-08-03

Sponsored

EEM ISHARES TR22.2K shares0.00%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares0.00%2026-06-302026-08-03

PDEC INNOVATOR ETFS TRUST28.1K shares-5.55%2026-06-302026-08-03

VTV VANGUARD INDEX FDS5.7K shares0.00%2026-06-302026-08-03

PHO INVESCO EXCHANGE TRADED FD T16.2K shares0.00%2026-06-302026-08-03

XME SPDR SERIES TRUST9.4K shares0.00%2026-06-302026-08-03

CWI SPDR INDEX SHS FDS26.6K shares-8.79%2026-06-302026-08-03

EFIV SPDR SERIES TRUST15.1K shares0.00%2026-06-302026-08-03

Sponsored

BKLC BNY MELLON ETF TRUST7.5K shares0.00%2026-06-302026-08-03

LRCX LAM RESEARCH CORP4.2K shares0.00%2026-06-302026-08-03

PJAN INNOVATOR ETFS TRUST19.2K shares0.00%2026-06-302026-08-03

VONE VANGUARD SCOTTSDALE FDS2.9K shares0.00%2026-06-302026-08-03

KO COCA COLA CO10.7K shares0.00%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON3.1K shares-6.45%2026-06-302026-08-03

MRK MERCK & CO INC6.2K shares4.10%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR28.5K shares0.00%2026-06-302026-08-03

Sponsored

URTH ISHARES INC4.0K shares0.00%2026-06-302026-08-03

DBEF DBX ETF TR14.3K shares0.00%2026-06-302026-08-03

ECL ECOLAB INC2.5K shares0.00%2026-06-302026-08-03

PG PROCTER & GAMBLE CO4.5K shares-8.32%2026-06-302026-08-03

BJUN INNOVATOR ETFS TRUST14.1K shares0.00%2026-06-302026-08-03

MGK VANGUARD WORLD FD1.7K shares0.00%2026-06-302026-08-03

IAU ISHARES GOLD TR7.2K shares0.00%2026-06-302026-08-03

VBIL VANGUARD INSTL INDEX FD8.3K shares0.00%2026-06-302026-08-03

Sponsored

SPAB SPDR SERIES TRUST24.5K shares0.00%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP3.7K shares23.48%2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II2.6K shares0.00%2026-06-302026-08-03

IUSG ISHARES TR4.0K shares0.00%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS2.5K shares0.00%2026-06-302026-08-03

IWP ISHARES TR4.7K shares0.00%2026-06-302026-08-03

VOT VANGUARD INDEX FDS2.3K shares0.00%2026-06-302026-08-03

IEI ISHARES TR5.1K shares0.00%2026-06-302026-08-03

Sponsored

EAGG ISHARES TR11.9K shares0.00%2026-06-302026-08-03

EDIV SPDR INDEX SHS FDS14.2K shares0.00%2026-06-302026-08-03

SHY ISHARES TR6.8K shares0.00%2026-06-302026-08-03

PJUL INNOVATOR ETFS TRUST12.0K shares0.00%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS11.6K shares0.00%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS8.4K shares0.00%2026-06-302026-08-03

PAPR INNOVATOR ETFS TRUST13.5K shares0.00%2026-06-302026-08-03

DSI ISHARES TR4.4K shares0.00%2026-06-302026-08-03

Sponsored

BROADCOM INC BROADCOM INC1.7K shares0.00%2026-06-302026-08-03

EFAX SPDR INDEX SHS FDS10.5K shares0.00%2026-06-302026-08-03

VLY VALLEY NATL BANCORP42.4K shares0.00%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS3.5K shares0.00%2026-06-302026-08-03

EMXC ISHARES INC6.6K shares0.00%2026-06-302026-08-03

ETN EATON CORP PLC1.4K shares0.00%2026-06-302026-08-03

IWS ISHARES TR3.5K shares0.00%2026-06-302026-08-03

ZAUG INNOVATOR ETFS TRUST18.8K shares0.00%2026-06-302026-08-03

Sponsored

XLF SELECT SECTOR SPDR TR10.1K shares0.00%2026-06-302026-08-03

FBND FIDELITY MERRIMACK STR TR10.7K shares0.00%2026-06-302026-08-03

LNT ALLIANT ENERGY CORP6.5K shares0.00%2026-06-302026-08-03

MCD MCDONALDS CORP1.5K shares42.86%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.2K shares0.00%2026-06-302026-08-03

DFAX DIMENSIONAL ETF TRUST13.7K shares0.00%2026-06-302026-08-03

VANECK ETF TRUST VANECK ETF TRUST4.7K shares0.00%2026-06-302026-08-03

AMGN AMGEN INC1.2K shares-16.28%2026-06-302026-08-03

Sponsored

MGV VANGUARD WORLD FD2.9K shares0.00%2026-06-302026-08-03

PAUG INNOVATOR ETFS TRUST9.4K shares0.00%2026-06-302026-08-03

PSEP INNOVATOR ETFS TRUST9.2K shares0.00%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION388 shares0.00%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS5.1K shares0.00%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST9.4K shares0.00%2026-06-302026-08-03

DTE DTE ENERGY CO2.5K shares0.00%2026-06-302026-08-03

BJAN INNOVATOR ETFS TRUST6.8K shares0.00%2026-06-302026-08-03

Sponsored

SOUTHERN CO SOUTHERN CO3.7K shares0.00%2026-06-302026-08-03

ESGE ISHARES INC7.6K shares0.00%2026-06-302026-08-03

IRM IRON MTN INC DEL3.4K shares0.00%2026-06-302026-08-03

VISA INC VISA INC1.1K shares0.00%2026-06-302026-08-03

IWM ISHARES TR1.4K shares0.00%2026-06-302026-08-03

EQAL INVESCO EXCH TRADED FD TR II6.2K shares0.00%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC3.6K shares0.00%2026-06-302026-08-03

IWN ISHARES TR1.8K shares0.00%2026-06-302026-08-03

Sponsored

WMT WALMART INC2.7K shares20.18%2026-06-302026-08-03

CFBK CF BANKSHARES INC11.8K shares0.00%2026-06-302026-08-03

VXF VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-08-03

LMBS FIRST TR EXCHANGE-TRADED FD6.6K shares0.00%2026-06-302026-08-03

SPTS SPDR SERIES TRUST11.2K shares0.00%2026-06-302026-08-03

PMAY INNOVATOR ETFS TRUST7.8K shares0.00%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-06-302026-08-03

ORACLE CORP ORACLE CORP2.1K shares-51.71%2026-06-302026-08-03

Sponsored

CINF CINCINNATI FINL CORP1.9K shares0.00%2026-06-302026-08-03

HD HOME DEPOT INC897 shares0.00%2026-06-302026-08-03

ABBVIE INC ABBVIE INC1.3K shares0.00%2026-06-302026-08-03

BNOV INNOVATOR ETFS TRUST6.5K shares0.00%2026-06-302026-08-03

TSLA TESLA INC747 shares0.00%2026-06-302026-08-03

IEF ISHARES TR2.9K shares0.00%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION1.4K shares0.00%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR9.4K shares0.00%2026-06-302026-08-03

Sponsored

BBIO BRIDGEBIO PHARMA INC3.6K shares0.00%2026-06-302026-08-03

BJUL INNOVATOR ETFS TRUST5.4K shares0.00%2026-06-302026-08-03

CRM SALESFORCE INC1.4K shares0.00%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC1.6K shares0.00%2026-06-302026-08-03

XTN SPDR SERIES TRUST2.8K shares0.00%2026-06-302026-08-03

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares0.00%2026-06-302026-08-03

3M CO 3M CO1.7K shares0.00%2026-06-302026-08-03

BAR GRANITESHARES GOLD TR5.4K shares0.00%2026-06-302026-08-03

Sponsored

SUSC ISHARES TR10.8K shares0.00%2026-06-302026-08-03

VV VANGUARD INDEX FDS839 shares0.00%2026-06-302026-08-03

SLV ISHARES SILVER TR3.6K shares0.00%2026-06-302026-08-03

SUSB ISHARES TR9.8K shares0.00%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-08-03

XSW SPDR SERIES TRUST1.7K shares0.00%2026-06-302026-08-03

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-08-03

IEMG ISHARES INC3.5K shares0.00%2026-06-302026-08-03

Sponsored

DE DEERE & CO422 shares0.00%2026-06-302026-08-03

VB VANGUARD INDEX FDS880 shares0.00%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2026-06-302026-08-03

MDYG SPDR SERIES TRUST2.3K shares0.00%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.2.3K shares0.00%2026-06-302026-08-03

GAMR AMPLIFY ETF TR2.9K shares0.00%2026-06-302026-08-03

PBW INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2026-06-302026-08-03

FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2026-06-302026-08-03

Sponsored

SUSA ISHARES TR1.6K shares0.00%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO695 shares0.00%2026-06-302026-08-03

JEPI J P MORGAN EXCHANGE TRADED F3.7K shares0.00%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO2.4K shares0.00%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS4.5K shares0.00%2026-06-302026-08-03

BA BOEING CO1.0K shares0.00%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC975 shares0.00%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC353 shares0.00%2026-06-302026-08-03

Sponsored

TT TRANE TECHNOLOGIES PLC482 shares0.00%2026-06-302026-08-03

IBB ISHARES TR1.2K shares0.00%2026-06-302026-08-03

SLI STANDARD LITHIUM CORP53.3K shares0.00%2026-06-302026-08-03

BTG B2GOLD CORP17.5K shares0.00%2026-06-302026-08-03

SPDR SERIES TRUST

-0.51%

Shares1.8M

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-0.15%

Shares69.7K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

-0.38%

Shares714.5K

Event2026-06-30

Filed2026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

-0.10%

Shares718.7K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-0.36%

Shares54.9K

Event2026-06-30

Filed2026-08-03

MINT

PIMCO ETF TR

-0.13%

Shares346.9K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

0.55%

Shares42.2K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

-1.47%

Shares231.0K

Event2026-06-30

Filed2026-08-03

WORLD GOLD TR

0.00%

Shares129.8K

Event2026-06-30

Filed2026-08-03

SPYX

SPDR SERIES TRUST

-2.79%

Shares164.7K

Event2026-06-30

Filed2026-08-03

ESGU

ISHARES TR

0.00%

Shares54.5K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares36.8K

Event2026-06-30

Filed2026-08-03

JMUB

J P MORGAN EXCHANGE TRADED F

-1.38%

Shares139.5K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

0.00%

Shares32.4K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

-0.81%

Shares10.1K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

0.00%

Shares17.3K

Event2026-06-30

Filed2026-08-03

FESM

FIDELITY COVINGTON TRUST

0.00%

Shares150.0K

Event2026-06-30

Filed2026-08-03

ACWI

ISHARES TR

0.00%

Shares40.6K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

0.00%

Shares20.2K

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

-1.92%

Shares56.6K

Event2026-06-30

Filed2026-08-03

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares130.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-1.14%

Shares33.4K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

0.00%

Shares33.4K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

0.00%

Shares23.2K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

0.00%

Shares26.3K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

0.74%

Shares42.3K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

0.00%

Shares23.7K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-03

POCT

INNOVATOR ETFS TRUST

0.00%

Shares45.2K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares62.8K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-48.58%

Shares8.5K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares20.9K

Event2026-06-30

Filed2026-08-03

PNOV

INNOVATOR ETFS TRUST

-4.13%

Shares38.0K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

0.00%

Shares25.3K

Event2026-06-30

Filed2026-08-03

JBND

J P MORGAN EXCHANGE TRADED F

0.00%

Shares28.4K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

0.00%

Shares22.2K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

PDEC

INNOVATOR ETFS TRUST

-5.55%

Shares28.1K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-03

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-03

XME

SPDR SERIES TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-03

CWI

SPDR INDEX SHS FDS

-8.79%

Shares26.6K

Event2026-06-30

Filed2026-08-03

EFIV

SPDR SERIES TRUST

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-03

BKLC

BNY MELLON ETF TRUST

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares19.2K

Event2026-06-30

Filed2026-08-03

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-6.45%

Shares3.1K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

4.10%

Shares6.2K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares28.5K

Event2026-06-30

Filed2026-08-03

URTH

ISHARES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

DBEF

DBX ETF TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

-8.32%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BJUN

INNOVATOR ETFS TRUST

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-03

MGK

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-03

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-03

SPAB

SPDR SERIES TRUST

0.00%

Shares24.5K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

23.48%

Shares3.7K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

IUSG

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

IWP

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

EAGG

ISHARES TR

0.00%

Shares11.9K

Event2026-06-30

Filed2026-08-03

EDIV

SPDR INDEX SHS FDS

0.00%

Shares14.2K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-03

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares8.4K

Event2026-06-30

Filed2026-08-03

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares13.5K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

EFAX

SPDR INDEX SHS FDS

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-03

VLY

VALLEY NATL BANCORP

0.00%

Shares42.4K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares18.8K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-03

LNT

ALLIANT ENERGY CORP

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

42.86%

Shares1.5K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares13.7K

Event2026-06-30

Filed2026-08-03

VANECK ETF TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-16.28%

Shares1.2K

Event2026-06-30

Filed2026-08-03

MGV

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-03

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

0.00%

Shares388

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-03

DTE

DTE ENERGY CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-03

BJAN

INNOVATOR ETFS TRUST

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

ESGE

ISHARES INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-03

IRM

IRON MTN INC DEL

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-03

VISA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

EQAL

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

20.18%

Shares2.7K

Event2026-06-30

Filed2026-08-03

CFBK

CF BANKSHARES INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-03

SPTS

SPDR SERIES TRUST

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-03

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-51.71%

Shares2.1K

Event2026-06-30

Filed2026-08-03

CINF

CINCINNATI FINL CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

0.00%

Shares897

Event2026-06-30

Filed2026-08-03

ABBVIE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

0.00%

Shares747

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-03

BBIO

BRIDGEBIO PHARMA INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-03

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

XTN

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-03

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-03

3M CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

BAR

GRANITESHARES GOLD TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-03

SUSC

ISHARES TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares839

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-03

SUSB

ISHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

XSW

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-03

DEERE & CO

0.00%

Shares422

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.00%

Shares880

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-03

MDYG

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-03

GAMR

AMPLIFY ETF TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

PBW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-03

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-03

SUSA

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

0.00%

Shares695

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-03

BOEING CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares975

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

0.00%

Shares353

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

0.00%

Shares482

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-03

SLI

STANDARD LITHIUM CORP

0.00%

Shares53.3K

Event2026-06-30

Filed2026-08-03

BTG

B2GOLD CORP

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available