Sponsored

The Analysis of Syverson Strege & Co's Holdings & P&L

Currently, Syverson Strege & Co holds 186 types of securities in its portfolio with a total value $458.9M. In the most recent quarter, they have increased their positions in JPST (+26.2K shares, valued at $1.3M), KLAC (+2.5K shares, valued at $765.1K), DFAC (+15.2K shares, valued at $674.0K); decreased their positions in DFAS (-59.1K shares, valued at $4.9M), DFIS (-45.1K shares, valued at $1.6M), DFEM (-37.8K shares, valued at $1.5M); initiated new positions in SNDK (+285 shares, valued at $648.0K), ASML (+164 shares, valued at $326.3K), GIS (+8.2K shares, valued at $283.9K).

1M P&L

+3.4M+0.77%

3M P&L

+16.1M+3.74%

HY P&L

+44.2M+10.94%

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/A363.1M

82.7%

2Semiconductors11.5M

2.6%

3Banks - Diversified5.3M

1.2%

Top Industries by Stock Count

1N/A43 stocks

26.7%

2Banks - Diversified11 stocks

6.8%

3Drug Manufacturers - General8 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.2M shares0.48%2026-06-302026-08-06

DFIC DIMENSIONAL ETF TRUST2.0M shares0.40%2026-06-302026-08-06

DFEM DIMENSIONAL ETF TRUST709.3K shares-5.06%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST458.3K shares0.56%2026-06-302026-08-06

DFGR DIMENSIONAL ETF TRUST478.3K shares0.47%2026-06-302026-08-06

JPST J P MORGAN EXCHANGE TRADED F212.2K shares14.09%2026-06-302026-08-06

DFAU DIMENSIONAL ETF TRUST201.7K shares-6.98%2026-06-302026-08-06

DFAS DIMENSIONAL ETF TRUST121.6K shares-32.68%2026-06-302026-08-06

Sponsored

DFAI DIMENSIONAL ETF TRUST129.1K shares-2.08%2026-06-302026-08-06

AAPL APPLE INC16.5K shares-0.67%2026-06-302026-08-06

BOND PIMCO ETF TR51.6K shares0.14%2026-06-302026-08-06

NVDA NVIDIA CORPORATION23.3K shares-4.95%2026-06-302026-08-06

DFIS DIMENSIONAL ETF TRUST131.9K shares-25.48%2026-06-302026-08-06

DFSU DIMENSIONAL ETF TRUST87.8K shares-0.06%2026-06-302026-08-06

JPIE J P MORGAN EXCHANGE TRADED F72.7K shares-5.63%2026-06-302026-08-06

USMV ISHARES TR31.8K shares-3.76%2026-06-302026-08-06

Sponsored

MU MICRON TECHNOLOGY INC2.5K shares-0.84%2026-06-302026-08-06

MSFT MICROSOFT CORP7.3K shares-14.31%2026-06-302026-08-06

JMST J P MORGAN EXCHANGE TRADED F53.0K shares7.36%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL5.2K shares-1.78%2026-06-302026-08-06

WMT WALMART INC22.3K shares0.02%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST28.8K shares0.11%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC4.1K shares-7.95%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP15.7K shares0.43%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC5.9K shares3.38%2026-06-302026-08-06

DFAW DIMENSIONAL ETF TRUST25.2K shares-3.57%2026-06-302026-08-06

AMZN AMAZON COM INC8.4K shares-8.28%2026-06-302026-08-06

INTC INTEL CORP14.1K shares6.00%2026-06-302026-08-06

DFSI DIMENSIONAL ETF TRUST43.1K shares-0.00%2026-06-302026-08-06

GOOG ALPHABET INC5.5K shares-0.24%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST46.5K shares-10.11%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.3K shares-1.06%2026-06-302026-08-06

Sponsored

JNJ JOHNSON & JOHNSON6.3K shares-3.61%2026-06-302026-08-06

AOA ISHARES TR16.3K shares-12.18%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2026-06-302026-08-06

ABBVIE INC ABBVIE INC5.9K shares-9.50%2026-06-302026-08-06

USB US BANCORP24.3K shares-5.79%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2026-06-302026-08-06

BROADCOM INC BROADCOM INC3.7K shares-3.23%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F15.7K shares0.00%2026-06-302026-08-06

Sponsored

LRCX LAM RESEARCH CORP2.6K shares-1.62%2026-06-302026-08-06

LLY ELI LILLY & CO932 shares0.11%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC1.5K shares-4.16%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS3.9K shares-7.56%2026-06-302026-08-06

ABT ABBOTT LABORATORIES12.0K shares-15.08%2026-06-302026-08-06

C CITIGROUP INC7.5K shares-2.42%2026-06-302026-08-06

IWB ISHARES TR2.5K shares0.00%2026-06-302026-08-06

CISCO SYS INC CISCO SYS INC8.7K shares-4.11%2026-06-302026-08-06

Sponsored

VXF VANGUARD INDEX FDS4.1K shares0.00%2026-06-302026-08-06

CAT CATERPILLAR INC932 shares0.76%2026-06-302026-08-06

LDUR PIMCO ETF TR10.2K shares-0.21%2026-06-302026-08-06

WFC WELLS FARGO & CO11.7K shares-5.44%2026-06-302026-08-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL991 shares-3.88%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.6K shares6.38%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC865 shares-3.14%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION923 shares0.00%2026-06-302026-08-06

Sponsored

KLAC KLA CORP2.8K shares845.33%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares-8.93%2026-06-302026-08-06

GE GE AEROSPACE2.1K shares-4.38%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP1.2K shares-4.74%2026-06-302026-08-06

CVX CHEVRON CORPORATION4.6K shares-3.46%2026-06-302026-08-06

MUNI PIMCO ETF TR14.2K shares-5.81%2026-06-302026-08-06

T AT&T INC36.0K shares-2.97%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.4K shares-12.31%2026-06-302026-08-06

Sponsored

BAC BANK OF AMER CORP12.9K shares-0.89%2026-06-302026-08-06

EMR EMERSON ELEC CO5.1K shares-0.54%2026-06-302026-08-06

HD HOME DEPOT INC2.0K shares-24.91%2026-06-302026-08-06

GLW CORNING INC2.8K shares-9.70%2026-06-302026-08-06

HYMB SPDR SERIES TRUST25.7K shares-6.24%2026-06-302026-08-06

DFSE DIMENSIONAL ETF TRUST13.4K shares-0.16%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.9.1K shares-3.98%2026-06-302026-08-06

SNDK SANDISK CORP285 sharesnew addition2026-06-302026-08-06

Sponsored

MO ALTRIA GROUP INC8.7K shares44.92%2026-06-302026-08-06

WSM WILLIAMS SONOMA INC2.7K shares-2.24%2026-06-302026-08-06

NEAR ISHARES U S ETF TR12.1K shares-0.02%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC3.4K shares32.50%2026-06-302026-08-06

MPC MARATHON PETE CORP2.4K shares-2.28%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST15.8K shares-1.52%2026-06-302026-08-06

MRK MERCK & CO INC4.5K shares-2.92%2026-06-302026-08-06

Sponsored

SOUTHERN CO SOUTHERN CO5.7K shares0.09%2026-06-302026-08-06

GM GENERAL MTRS CO6.9K shares-2.81%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC12.5K shares18.10%2026-06-302026-08-06

BTI BRITISH AMERN TOB PLC8.5K shares7.98%2026-06-302026-08-06

CVS CVS HEALTH CORP5.0K shares-3.08%2026-06-302026-08-06

BMY BRISTOL-MYERS SQUIBB CO9.0K shares59.95%2026-06-302026-08-06

TJX TJX COS INC NEW3.4K shares-1.60%2026-06-302026-08-06

PG PROCTER & GAMBLE CO3.4K shares-8.45%2026-06-302026-08-06

Sponsored

VYM VANGUARD WHITEHALL FDS3.1K shares0.00%2026-06-302026-08-06

CORTEVA INC CORTEVA INC5.8K shares0.05%2026-06-302026-08-06

INMU BLACKROCK ETF TRUST II19.8K shares0.00%2026-06-302026-08-06

BK BANK OF NY MELLON CORP3.3K shares-3.34%2026-06-302026-08-06

MCK MCKESSON CORP623 shares-1.74%2026-06-302026-08-06

VISA INC VISA INC1.3K shares-3.86%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC915 shares11.04%2026-06-302026-08-06

PRF INVESCO EXCHANGE TRADED FD T7.8K shares-11.01%2026-06-302026-08-06

Sponsored

GILD GILEAD SCIENCES INC3.3K shares4.15%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST5.9K shares0.27%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares-3.07%2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.4K shares29.15%2026-06-302026-08-06

KO COCA COLA CO4.7K shares1.00%2026-06-302026-08-06

BBVA BANCO BILBAO VIZCAYA ARGENTA15.3K shares-5.64%2026-06-302026-08-06

COF CAPITAL ONE FINL CORP1.9K shares-3.55%2026-06-302026-08-06

BCS BARCLAYS PLC14.1K shares5.45%2026-06-302026-08-06

Sponsored

GEV GE VERNOVA INC320 shares-4.76%2026-06-302026-08-06

JBL JABIL INC970 shares-6.55%2026-06-302026-08-06

APH AMPHENOL CORP2.1K shares-14.86%2026-06-302026-08-06

VLO VALERO ENERGY CORP1.4K shares3.40%2026-06-302026-08-06

HPE HEWLETT PACKARD ENTERPRISE C8.0K shares-9.20%2026-06-302026-08-06

MFG MIZUHO FINANCIAL GROUP INC37.6K shares-4.17%2026-06-302026-08-06

CSX CSX CORP7.5K shares-1.13%2026-06-302026-08-06

CAH CARDINAL HEALTH INC1.5K shares-3.05%2026-06-302026-08-06

Sponsored

DVN DEVON ENERGY CORP NEW8.6K shares110.25%2026-06-302026-08-06

BANCO SANTANDER SA BANCO SANTANDER SA25.4K shares-4.00%2026-06-302026-08-06

F FORD MTR CO25.1K shares-9.38%2026-06-302026-08-06

ANET ARISTA NETWORKS INC2.0K shares-4.71%2026-06-302026-08-06

ORACLE CORP ORACLE CORP2.4K shares-9.94%2026-06-302026-08-06

RTX CORPORATION RTX CORPORATION1.8K shares-0.06%2026-06-302026-08-06

KR KROGER CO6.2K shares-3.44%2026-06-302026-08-06

PEP PEPSICO INC2.5K shares-16.44%2026-06-302026-08-06

Sponsored

TXN TEXAS INSTRS INC1.1K shares-0.27%2026-06-302026-08-06

MS MORGAN STANLEY1.6K shares11.57%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP337 shares-1.17%2026-06-302026-08-06

ASML ASML HLDG NV164 sharesnew addition2026-06-302026-08-06

PGR PROGRESSIVE CORP1.5K shares-21.75%2026-06-302026-08-06

HSBC HSBC HLDGS PLC3.3K shares-7.04%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO921 shares-0.86%2026-06-302026-08-06

SHEL SHELL PLC4.0K shares-3.57%2026-06-302026-08-06

Sponsored

NVS NOVARTIS AG2.0K shares-0.46%2026-06-302026-08-06

AOM ISHARES TR6.2K shares-4.00%2026-06-302026-08-06

PFE PFIZER INC12.7K shares-5.74%2026-06-302026-08-06

ALL ALLSTATE CORP1.3K shares-1.54%2026-06-302026-08-06

NEM NEWMONT CORP3.2K shares26.98%2026-06-302026-08-06

GWW WW GRAINGER INC217 shares-11.79%2026-06-302026-08-06

GIS GENERAL MILLS INC8.2K sharesnew addition2026-06-302026-08-06

MCD MCDONALDS CORP1.1K shares-6.91%2026-06-302026-08-06

Sponsored

YUM YUM BRANDS INC1.8K shares3.99%2026-06-302026-08-06

SMFG SUMITOMO MITSUI FIN GRP INC12.0K shares-0.29%2026-06-302026-08-06

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW5.2K shares-4.74%2026-06-302026-08-06

ETY EATON VANCE TAX-MANAGED DIVE19.1K shares8.40%2026-06-302026-08-06

AEE AMEREN CORP2.4K shares0.00%2026-06-302026-08-06

QCOM QUALCOMM INC1.4K shares-22.19%2026-06-302026-08-06

AOR ISHARES TR3.8K shares-1.86%2026-06-302026-08-06

AMGN AMGEN INC728 shares-3.70%2026-06-302026-08-06

Sponsored

TER TERADYNE INC543 sharesnew addition2026-06-302026-08-06

COR CENCORA INC921 shares-12.54%2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC4.1K shares-0.61%2026-06-302026-08-06

ISHARES TR ISHARES TR2.6K shares0.75%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST7.4K shares0.00%2026-06-302026-08-06

BHP BHP BILLITON LIMITED3.0K shares-4.10%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC2.8K shares-2.80%2026-06-302026-08-06

ING ING GROEP N.V.7.9K shares-5.29%2026-06-302026-08-06

Sponsored

CHUBB LIMITED CHUBB LIMITED732 shares-2.92%2026-06-302026-08-06

UBS UBS GROUP AG5.0K shares-6.13%2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS2.5K shares8.88%2026-06-302026-08-06

PDI PIMCO DYNAMIC INCOME FD14.4K shares3.47%2026-06-302026-08-06

PFG PRINCIPAL FINANCIAL GROUP IN2.2K sharesnew addition2026-06-302026-08-06

AIG AMERICAN INTL GROUP INC3.2K shares-4.08%2026-06-302026-08-06

UNM UNUM GROUP2.6K sharesnew addition2026-06-302026-08-06

MNST MONSTER BEVERAGE CORP NEW2.4K sharesnew addition2026-06-302026-08-06

Sponsored

LIN LINDE PLC442 shares0.23%2026-06-302026-08-06

FLEX FLEX LTD1.4K sharesnew addition2026-06-302026-08-06

Q QNITY ELECTRONICS INC1.4K sharesnew addition2026-06-302026-08-06

VTRS VIATRIS INC14.3K shares10.09%2026-06-302026-08-06

NOK NOKIA CORP16.9K shares-0.38%2026-06-302026-08-06

FAST FASTENAL CO4.6K shares-1.35%2026-06-302026-08-06

CASY CASEYS GEN STORES INC278 shares-0.36%2026-06-302026-08-06

DELL DELL TECHNOLOGIES INC510 sharesnew addition2026-06-302026-08-06

Sponsored

PRU PRUDENTIAL FINL INC2.0K sharesnew addition2026-06-302026-08-06

SYF SYNCHRONY FINANCIAL2.9K shares-6.21%2026-06-302026-08-06

COP CONOCOPHILLIPS2.1K shares-3.27%2026-06-302026-08-06

CMI CUMMINS INC301 sharesnew addition2026-06-302026-08-06

EXC EXELON CORP4.6K shares-3.30%2026-06-302026-08-06

QUAL ISHARES TR970 sharesnew addition2026-06-302026-08-06

ED CONSOLIDATED EDISON INC1.9K sharesnew addition2026-06-302026-08-06

AFL AFLAC INC1.8K sharesnew addition2026-06-302026-08-06

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY538 sharesnew addition2026-06-302026-08-06

DE DEERE & CO328 sharesnew addition2026-06-302026-08-06

CM CANADIAN IMPERIAL BANK OF CO1.8K sharesnew addition2026-06-302026-08-06

HWM HOWMET AEROSPACE INC762 sharesnew addition2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP814 shares-5.68%2026-06-302026-08-06

UNP UNION PAC CORP741 sharesnew addition2026-06-302026-08-06

LNT ALLIANT ENERGY CORP2.6K sharesnew addition2026-06-302026-08-06

EBAY EBAY INC.1.8K sharesnew addition2026-06-302026-08-06

Sponsored

NMR NOMURA HLDGS INC12.3K shares-3.20%2026-06-302026-08-06

LPL LG DISPLAY CO LTD14.0K shares2.21%2026-06-302026-08-06

DFAC

DIMENSIONAL ETF TRUST

0.48%

Shares3.2M

Event2026-06-30

Filed2026-08-06

DFIC

DIMENSIONAL ETF TRUST

0.40%

Shares2.0M

Event2026-06-30

Filed2026-08-06

DFEM

DIMENSIONAL ETF TRUST

-5.06%

Shares709.3K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

0.56%

Shares458.3K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

0.47%

Shares478.3K

Event2026-06-30

Filed2026-08-06

JPST

J P MORGAN EXCHANGE TRADED F

14.09%

Shares212.2K

Event2026-06-30

Filed2026-08-06

DFAU

DIMENSIONAL ETF TRUST

-6.98%

Shares201.7K

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL ETF TRUST

-32.68%

Shares121.6K

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

-2.08%

Shares129.1K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.67%

Shares16.5K

Event2026-06-30

Filed2026-08-06

BOND

PIMCO ETF TR

0.14%

Shares51.6K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-4.95%

Shares23.3K

Event2026-06-30

Filed2026-08-06

DFIS

DIMENSIONAL ETF TRUST

-25.48%

Shares131.9K

Event2026-06-30

Filed2026-08-06

DFSU

DIMENSIONAL ETF TRUST

-0.06%

Shares87.8K

Event2026-06-30

Filed2026-08-06

JPIE

J P MORGAN EXCHANGE TRADED F

-5.63%

Shares72.7K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

-3.76%

Shares31.8K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC

-0.84%

Shares2.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-14.31%

Shares7.3K

Event2026-06-30

Filed2026-08-06

JMST

J P MORGAN EXCHANGE TRADED F

7.36%

Shares53.0K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.78%

Shares5.2K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

0.02%

Shares22.3K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

0.11%

Shares28.8K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

-7.95%

Shares4.1K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.43%

Shares15.7K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

3.38%

Shares5.9K

Event2026-06-30

Filed2026-08-06

DFAW

DIMENSIONAL ETF TRUST

-3.57%

Shares25.2K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-8.28%

Shares8.4K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

6.00%

Shares14.1K

Event2026-06-30

Filed2026-08-06

DFSI

DIMENSIONAL ETF TRUST

-0.00%

Shares43.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.24%

Shares5.5K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

-10.11%

Shares46.5K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-1.06%

Shares5.3K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-3.61%

Shares6.3K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

-12.18%

Shares16.3K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-9.50%

Shares5.9K

Event2026-06-30

Filed2026-08-06

USB

US BANCORP

-5.79%

Shares24.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.6K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-3.23%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-06

LRCX

LAM RESEARCH CORP

-1.62%

Shares2.6K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

0.11%

Shares932

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

-4.16%

Shares1.5K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

-7.56%

Shares3.9K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-15.08%

Shares12.0K

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

-2.42%

Shares7.5K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-4.11%

Shares8.7K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

0.76%

Shares932

Event2026-06-30

Filed2026-08-06

LDUR

PIMCO ETF TR

-0.21%

Shares10.2K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO

-5.44%

Shares11.7K

Event2026-06-30

Filed2026-08-06

SEAGATE TECHNOLOGY HLDNGS PL

-3.88%

Shares991

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

6.38%

Shares1.6K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

-3.14%

Shares865

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

0.00%

Shares923

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP

845.33%

Shares2.8K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-8.93%

Shares1.9K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-4.38%

Shares2.1K

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP

-4.74%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

-3.46%

Shares4.6K

Event2026-06-30

Filed2026-08-06

MUNI

PIMCO ETF TR

-5.81%

Shares14.2K

Event2026-06-30

Filed2026-08-06

AT&T INC

-2.97%

Shares36.0K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

-12.31%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-0.89%

Shares12.9K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO

-0.54%

Shares5.1K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

-24.91%

Shares2.0K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-9.70%

Shares2.8K

Event2026-06-30

Filed2026-08-06

HYMB

SPDR SERIES TRUST

-6.24%

Shares25.7K

Event2026-06-30

Filed2026-08-06

DFSE

DIMENSIONAL ETF TRUST

-0.16%

Shares13.4K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

-3.98%

Shares9.1K

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP

New

Shares285

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

44.92%

Shares8.7K

Event2026-06-30

Filed2026-08-06

WSM

WILLIAMS SONOMA INC

-2.24%

Shares2.7K

Event2026-06-30

Filed2026-08-06

NEAR

ISHARES U S ETF TR

-0.02%

Shares12.1K

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

32.50%

Shares3.4K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP

-2.28%

Shares2.4K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

-1.52%

Shares15.8K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-2.92%

Shares4.5K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

0.09%

Shares5.7K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO

-2.81%

Shares6.9K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

18.10%

Shares12.5K

Event2026-06-30

Filed2026-08-06

BTI

BRITISH AMERN TOB PLC

7.98%

Shares8.5K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP

-3.08%

Shares5.0K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO

59.95%

Shares9.0K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW

-1.60%

Shares3.4K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-8.45%

Shares3.4K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

CORTEVA INC

0.05%

Shares5.8K

Event2026-06-30

Filed2026-08-06

INMU

BLACKROCK ETF TRUST II

0.00%

Shares19.8K

Event2026-06-30

Filed2026-08-06

BANK OF NY MELLON CORP

-3.34%

Shares3.3K

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

-1.74%

Shares623

Event2026-06-30

Filed2026-08-06

VISA INC

-3.86%

Shares1.3K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

11.04%

Shares915

Event2026-06-30

Filed2026-08-06

PRF

INVESCO EXCHANGE TRADED FD T

-11.01%

Shares7.8K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC

4.15%

Shares3.3K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

0.27%

Shares5.9K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

-3.07%

Shares1.2K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

29.15%

Shares3.4K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

1.00%

Shares4.7K

Event2026-06-30

Filed2026-08-06

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-5.64%

Shares15.3K

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP

-3.55%

Shares1.9K

Event2026-06-30

Filed2026-08-06

BCS

BARCLAYS PLC

5.45%

Shares14.1K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-4.76%

Shares320

Event2026-06-30

Filed2026-08-06

JBL

JABIL INC

-6.55%

Shares970

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-14.86%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP

3.40%

Shares1.4K

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD ENTERPRISE C

-9.20%

Shares8.0K

Event2026-06-30

Filed2026-08-06

MFG

MIZUHO FINANCIAL GROUP INC

-4.17%

Shares37.6K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP

-1.13%

Shares7.5K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

-3.05%

Shares1.5K

Event2026-06-30

Filed2026-08-06

DVN

DEVON ENERGY CORP NEW

110.25%

Shares8.6K

Event2026-06-30

Filed2026-08-06

BANCO SANTANDER SA

-4.00%

Shares25.4K

Event2026-06-30

Filed2026-08-06

FORD MTR CO

-9.38%

Shares25.1K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

-4.71%

Shares2.0K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

-9.94%

Shares2.4K

Event2026-06-30

Filed2026-08-06

RTX CORPORATION

-0.06%

Shares1.8K

Event2026-06-30

Filed2026-08-06

KROGER CO

-3.44%

Shares6.2K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

-16.44%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

-0.27%

Shares1.1K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

11.57%

Shares1.6K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-1.17%

Shares337

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

New

Shares164

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP

-21.75%

Shares1.5K

Event2026-06-30

Filed2026-08-06

HSBC

HSBC HLDGS PLC

-7.04%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

-0.86%

Shares921

Event2026-06-30

Filed2026-08-06

SHEL

SHELL PLC

-3.57%

Shares4.0K

Event2026-06-30

Filed2026-08-06

NVS

NOVARTIS AG

-0.46%

Shares2.0K

Event2026-06-30

Filed2026-08-06

AOM

ISHARES TR

-4.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

-5.74%

Shares12.7K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

-1.54%

Shares1.3K

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

26.98%

Shares3.2K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC

-11.79%

Shares217

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MILLS INC

New

Shares8.2K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

-6.91%

Shares1.1K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

3.99%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SMFG

SUMITOMO MITSUI FIN GRP INC

-0.29%

Shares12.0K

Event2026-06-30

Filed2026-08-06

SUNCOR ENERGY INC NEW

-4.74%

Shares5.2K

Event2026-06-30

Filed2026-08-06

ETY

EATON VANCE TAX-MANAGED DIVE

8.40%

Shares19.1K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

-22.19%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

-1.86%

Shares3.8K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-3.70%

Shares728

Event2026-06-30

Filed2026-08-06

TER

TERADYNE INC

New

Shares543

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

-12.54%

Shares921

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

-0.61%

Shares4.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.75%

Shares2.6K

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

BHP

BHP BILLITON LIMITED

-4.10%

Shares3.0K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-2.80%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ING

ING GROEP N.V.

-5.29%

Shares7.9K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

-2.92%

Shares732

Event2026-06-30

Filed2026-08-06

UBS

UBS GROUP AG

-6.13%

Shares5.0K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

8.88%

Shares2.5K

Event2026-06-30

Filed2026-08-06

PDI

PIMCO DYNAMIC INCOME FD

3.47%

Shares14.4K

Event2026-06-30

Filed2026-08-06

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

AIG

AMERICAN INTL GROUP INC

-4.08%

Shares3.2K

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

0.23%

Shares442

Event2026-06-30

Filed2026-08-06

FLEX

FLEX LTD

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

QNITY ELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

VTRS

VIATRIS INC

10.09%

Shares14.3K

Event2026-06-30

Filed2026-08-06

NOK

NOKIA CORP

-0.38%

Shares16.9K

Event2026-06-30

Filed2026-08-06

FAST

FASTENAL CO

-1.35%

Shares4.6K

Event2026-06-30

Filed2026-08-06

CASY

CASEYS GEN STORES INC

-0.36%

Shares278

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC

New

Shares510

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

SYF

SYNCHRONY FINANCIAL

-6.21%

Shares2.9K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

-3.27%

Shares2.1K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

New

Shares301

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

-3.30%

Shares4.6K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES TR

New

Shares970

Event2026-06-30

Filed2026-08-06

CONSOLIDATED EDISON INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares538

Event2026-06-30

Filed2026-08-06

DEERE & CO

New

Shares328

Event2026-06-30

Filed2026-08-06

CANADIAN IMPERIAL BANK OF CO

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

HWM

HOWMET AEROSPACE INC

New

Shares762

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

-5.68%

Shares814

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

New

Shares741

Event2026-06-30

Filed2026-08-06

LNT

ALLIANT ENERGY CORP

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

EBAY

EBAY INC.

New

Shares1.8K

Event2026-06-30

Filed2026-08-06

NMR

NOMURA HLDGS INC

-3.20%

Shares12.3K

Event2026-06-30

Filed2026-08-06

LPL

LG DISPLAY CO LTD

2.21%

Shares14.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available