Sponsored

The Analysis of Hurlow Wealth Management Group, Inc.'s Holdings & P&L

Currently, Hurlow Wealth Management Group, Inc. holds 125 types of securities in its portfolio with a total value $480.6M. In the most recent quarter, they have increased their positions in VUG (+124.4K shares, valued at $10.7M), DFUS (+38.7K shares, valued at $3.2M), DFIC (+76.7K shares, valued at $2.9M); decreased their positions in BRK.B (-2.3K shares, valued at $1.2M), VWO (-5.8K shares, valued at $347.6K), VB (-854 shares, valued at $258.9K); initiated new positions in BN (+18.3K shares, valued at $781.0K), VGUS (+6.9K shares, valued at $519.8K), GLW (+946 shares, valued at $241.6K).

1M P&L

+990.9K+0.21%

3M P&L

+17.1M+3.76%

HY P&L

-23.7M-4.77%

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/A425.6M

91.4%

2Drug Manufacturers - General6.3M

1.3%

3Consumer Electronics4.9M

1.0%

Top Industries by Stock Count

1N/A57 stocks

50.9%

2Semiconductors3 stocks

2.7%

3Specialty Chemicals3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS194.3K shares2.48%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST697.1K shares5.88%2026-06-302026-08-05

DFAS DIMENSIONAL ETF TRUST504.2K shares5.00%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST853.2K shares9.88%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS436.4K shares-0.14%2026-06-302026-08-05

VB VANGUARD INDEX FDS86.7K shares-0.98%2026-06-302026-08-05

DFEM DIMENSIONAL ETF TRUST359.7K shares10.76%2026-06-302026-08-05

VUG VANGUARD INDEX FDS149.4K shares498.60%2026-06-302026-08-05

Sponsored

VNQ VANGUARD INDEX FDS130.8K shares-1.39%2026-06-302026-08-05

VWOB VANGUARD WHITEHALL FDS187.1K shares2.69%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F208.2K shares-2.72%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST302.9K shares-0.33%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS130.3K shares3.07%2026-06-302026-08-05

BIV VANGUARD BD INDEX FDS137.5K shares5.95%2026-06-302026-08-05

VCSH VANGUARD SCOTTSDALE FDS131.7K shares4.57%2026-06-302026-08-05

VTEB VANGUARD MUN BD FDS154.4K shares0.49%2026-06-302026-08-05

Sponsored

DFAI DIMENSIONAL ETF TRUST176.9K shares-2.06%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS17.7K shares-0.14%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS26.9K shares5.73%2026-06-302026-08-05

SPHY SPDR SERIES TRUST250.0K shares8.75%2026-06-302026-08-05

DFAR DIMENSIONAL ETF TRUST197.8K shares20.66%2026-06-302026-08-05

AAPL APPLE INC16.8K shares-1.13%2026-06-302026-08-05

VTIP VANGUARD MALVERN FDS93.5K shares3.92%2026-06-302026-08-05

LLY ELI LILLY & CO3.4K shares0.69%2026-06-302026-08-05

Sponsored

SCHX SCHWAB STRATEGIC TR131.3K shares-1.09%2026-06-302026-08-05

VTV VANGUARD INDEX FDS14.6K shares-0.12%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares-31.71%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON7.6K shares0.22%2026-06-302026-08-05

CINF CINCINNATI FINL CORP10.0K shares0.06%2026-06-302026-08-05

WMT WALMART INC15.8K shares0.47%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.2K shares0.62%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-05

Sponsored

SHM SPDR SERIES TRUST31.2K shares0.32%2026-06-302026-08-05

MSFT MICROSOFT CORP4.0K shares3.47%2026-06-302026-08-05

VO VANGUARD INDEX FDS17.2K shares300.00%2026-06-302026-08-05

MUB ISHARES TR11.8K shares0.00%2026-06-302026-08-05

SCHA SCHWAB STRATEGIC TR34.5K shares-1.21%2026-06-302026-08-05

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION8.2K shares0.53%2026-06-302026-08-05

AMZN AMAZON COM INC4.8K shares4.35%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares-0.20%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC4.1K shares1.29%2026-06-302026-08-05

NVDA NVIDIA CORPORATION4.6K shares14.27%2026-06-302026-08-05

ADI ANALOG DEVICES INC2.2K shares1.04%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS5.3K shares44.33%2026-06-302026-08-05

GE GE AEROSPACE2.2K shares0.05%2026-06-302026-08-05

IWB ISHARES TR2.0K shares0.00%2026-06-302026-08-05

CAT CATERPILLAR INC751 shares0.13%2026-06-302026-08-05

VOO VANGUARD INDEX FDS1.2K shares0.17%2026-06-302026-08-05

Sponsored

BN BROOKFIELD CORP18.3K sharesnew addition2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC1.1K shares0.27%2026-06-302026-08-05

LIN LINDE PLC1.2K shares0.16%2026-06-302026-08-05

AFL AFLAC INC5.5K shares0.06%2026-06-302026-08-05

GWW WW GRAINGER INC452 shares0.22%2026-06-302026-08-05

GEV GE VERNOVA INC521 shares0.00%2026-06-302026-08-05

VTES VANGUARD WELLINGTON FD6.0K shares22.20%2026-06-302026-08-05

MCD MCDONALDS CORP2.2K shares-11.50%2026-06-302026-08-05

Sponsored

QQQ INVESCO QQQ TR812 shares0.00%2026-06-302026-08-05

GOOG ALPHABET INC1.7K shares0.42%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC1.0K shares9.83%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP1.8K shares0.00%2026-06-302026-08-05

TJX TJX COS INC NEW3.7K shares4.11%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC6.5K shares0.72%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY1.4K shares2.45%2026-06-302026-08-05

VGUS VANGUARD INSTL INDEX FD6.9K sharesnew addition2026-06-302026-08-05

Sponsored

MS MORGAN STANLEY2.3K shares0.17%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC1.6K shares0.00%2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR2.5K shares0.12%2026-06-302026-08-05

ED CONSOLIDATED EDISON INC4.0K shares0.02%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC1.6K shares0.19%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION2.3K shares0.13%2026-06-302026-08-05

EMR EMERSON ELEC CO3.0K shares0.17%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC3.6K shares1.46%2026-06-302026-08-05

Sponsored

SCHF SCHWAB STRATEGIC TR15.2K shares-0.67%2026-06-302026-08-05

ISHARES TR ISHARES TR550 shares0.00%2026-06-302026-08-05

VGT VANGUARD WORLD FD3.4K shares700.00%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP1.1K shares0.09%2026-06-302026-08-05

VXUS VANGUARD STAR FDS4.6K shares-7.24%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares2.68%2026-06-302026-08-05

VBK VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-08-05

VISA INC VISA INC1.1K shares15.94%2026-06-302026-08-05

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.7K shares1.60%2026-06-302026-08-05

PG PROCTER & GAMBLE CO2.6K shares-5.96%2026-06-302026-08-05

VTEC VANGUARD CALIF TAX FREE FDS3.7K shares7.32%2026-06-302026-08-05

CVX CHEVRON CORPORATION2.2K shares-0.90%2026-06-302026-08-05

GOOGL ALPHABET INC1.0K shares10.28%2026-06-302026-08-05

BLK BLACKROCK INC372 shares-0.27%2026-06-302026-08-05

SYY SYSCO CORP4.2K shares-1.07%2026-06-302026-08-05

IVW ISHARES TR2.6K shares0.39%2026-06-302026-08-05

Sponsored

DFCA DIMENSIONAL ETF TRUST7.0K shares0.00%2026-06-302026-08-05

VGSH VANGUARD SCOTTSDALE FDS6.0K shares0.00%2026-06-302026-08-05

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

ONB OLD NATL BANCORP IND13.4K shares-1.15%2026-06-302026-08-05

ESML ISHARES TR6.2K shares0.00%2026-06-302026-08-05

EFG ISHARES TR2.8K shares0.00%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I1.2K shares2.71%2026-06-302026-08-05

LRGF ISHARES TR4.5K shares0.00%2026-06-302026-08-05

Sponsored

PAYX PAYCHEX INC3.4K shares-1.13%2026-06-302026-08-05

SYK STRYKER CORPORATION1.0K shares0.19%2026-06-302026-08-05

IAU ISHARES GOLD TR4.2K shares0.00%2026-06-302026-08-05

LOW LOWES COS INC1.4K shares-0.14%2026-06-302026-08-05

WEC WEC ENERGY GROUP INC2.7K shares2.84%2026-06-302026-08-05

PEP PEPSICO INC2.3K shares0.00%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR2.5K shares0.00%2026-06-302026-08-05

VOOG VANGUARD ADMIRAL FDS INC3.6K shares500.00%2026-06-302026-08-05

Sponsored

DIA STATE STR SPDR DOW JONES IND566 shares0.00%2026-06-302026-08-05

IQLT ISHARES TR5.8K shares0.00%2026-06-302026-08-05

TGT TARGET CORP2.2K shares-0.95%2026-06-302026-08-05

FQAL FIDELITY COVINGTON TRUST3.5K shares0.00%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR2.4K shares0.00%2026-06-302026-08-05

IVE ISHARES TR1.2K shares0.00%2026-06-302026-08-05

NVS NOVARTIS AG1.7K shares0.00%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO2.9K shares0.07%2026-06-302026-08-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS936 shares2.74%2026-06-302026-08-05

SUB ISHARES TR2.4K shares-25.37%2026-06-302026-08-05

GLW CORNING INC946 sharesnew addition2026-06-302026-08-05

BROADCOM INC BROADCOM INC636 sharesnew addition2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC552 sharesnew addition2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO675 shares0.00%2026-06-302026-08-05

BP BP PLC6.3K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC1.2K shares0.16%2026-06-302026-08-05

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.4K sharesnew addition2026-06-302026-08-05

FITB FIFTH THIRD BANCORP3.7K sharesnew addition2026-06-302026-08-05

ES EVERSOURCE ENERGY2.9K sharesnew addition2026-06-302026-08-05

PSX PHILLIPS 661.2K shares0.17%2026-06-302026-08-05

HURA TUHURA BIOSCIENCES INC38.3K sharesnew addition2026-06-302026-08-05

VANGUARD INDEX FDS

2.48%

Shares194.3K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

5.88%

Shares697.1K

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

5.00%

Shares504.2K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

9.88%

Shares853.2K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-0.14%

Shares436.4K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.98%

Shares86.7K

Event2026-06-30

Filed2026-08-05

DFEM

DIMENSIONAL ETF TRUST

10.76%

Shares359.7K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

498.60%

Shares149.4K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

-1.39%

Shares130.8K

Event2026-06-30

Filed2026-08-05

VWOB

VANGUARD WHITEHALL FDS

2.69%

Shares187.1K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

-2.72%

Shares208.2K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

-0.33%

Shares302.9K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

3.07%

Shares130.3K

Event2026-06-30

Filed2026-08-05

BIV

VANGUARD BD INDEX FDS

5.95%

Shares137.5K

Event2026-06-30

Filed2026-08-05

VCSH

VANGUARD SCOTTSDALE FDS

4.57%

Shares131.7K

Event2026-06-30

Filed2026-08-05

VTEB

VANGUARD MUN BD FDS

0.49%

Shares154.4K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

-2.06%

Shares176.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-0.14%

Shares17.7K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

5.73%

Shares26.9K

Event2026-06-30

Filed2026-08-05

SPHY

SPDR SERIES TRUST

8.75%

Shares250.0K

Event2026-06-30

Filed2026-08-05

DFAR

DIMENSIONAL ETF TRUST

20.66%

Shares197.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-1.13%

Shares16.8K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

3.92%

Shares93.5K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

0.69%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SCHX

SCHWAB STRATEGIC TR

-1.09%

Shares131.3K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

-0.12%

Shares14.6K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-31.71%

Shares5.0K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

0.22%

Shares7.6K

Event2026-06-30

Filed2026-08-05

CINF

CINCINNATI FINL CORP

0.06%

Shares10.0K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

0.47%

Shares15.8K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.62%

Shares5.2K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-05

SHM

SPDR SERIES TRUST

0.32%

Shares31.2K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

3.47%

Shares4.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

300.00%

Shares17.2K

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-05

SCHA

SCHWAB STRATEGIC TR

-1.21%

Shares34.5K

Event2026-06-30

Filed2026-08-05

JOHNSON CONTROLS INTERNATION

0.53%

Shares8.2K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

4.35%

Shares4.8K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-0.20%

Shares1.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

1.29%

Shares4.1K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

14.27%

Shares4.6K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

1.04%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

44.33%

Shares5.3K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

0.05%

Shares2.2K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

0.13%

Shares751

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

0.17%

Shares1.2K

Event2026-06-30

Filed2026-08-05

BROOKFIELD CORP

New

Shares18.3K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

0.27%

Shares1.1K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

0.16%

Shares1.2K

Event2026-06-30

Filed2026-08-05

AFL

AFLAC INC

0.06%

Shares5.5K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

0.22%

Shares452

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

0.00%

Shares521

Event2026-06-30

Filed2026-08-05

VTES

VANGUARD WELLINGTON FD

22.20%

Shares6.0K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-11.50%

Shares2.2K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

0.00%

Shares812

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.42%

Shares1.7K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

9.83%

Shares1.0K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

4.11%

Shares3.7K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.72%

Shares6.5K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

2.45%

Shares1.4K

Event2026-06-30

Filed2026-08-05

VGUS

VANGUARD INSTL INDEX FD

New

Shares6.9K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

0.17%

Shares2.3K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

0.12%

Shares2.5K

Event2026-06-30

Filed2026-08-05

CONSOLIDATED EDISON INC

0.02%

Shares4.0K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

0.19%

Shares1.6K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

0.13%

Shares2.3K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

0.17%

Shares3.0K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

1.46%

Shares3.6K

Event2026-06-30

Filed2026-08-05

SCHF

SCHWAB STRATEGIC TR

-0.67%

Shares15.2K

Event2026-06-30

Filed2026-08-05

ISHARES TR

0.00%

Shares550

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.00%

Shares3.4K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-7.24%

Shares4.6K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

2.68%

Shares2.9K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

VISA INC

15.94%

Shares1.1K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

1.60%

Shares1.7K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-5.96%

Shares2.6K

Event2026-06-30

Filed2026-08-05

VTEC

VANGUARD CALIF TAX FREE FDS

7.32%

Shares3.7K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-0.90%

Shares2.2K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

10.28%

Shares1.0K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-0.27%

Shares372

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP

-1.07%

Shares4.2K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

0.39%

Shares2.6K

Event2026-06-30

Filed2026-08-05

DFCA

DIMENSIONAL ETF TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-05

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ONB

OLD NATL BANCORP IND

-1.15%

Shares13.4K

Event2026-06-30

Filed2026-08-05

ESML

ISHARES TR

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

2.71%

Shares1.2K

Event2026-06-30

Filed2026-08-05

LRGF

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

-1.13%

Shares3.4K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

0.19%

Shares1.0K

Event2026-06-30

Filed2026-08-05

IAU

ISHARES GOLD TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

-0.14%

Shares1.4K

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

2.84%

Shares2.7K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares3.6K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares566

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP

-0.95%

Shares2.2K

Event2026-06-30

Filed2026-08-05

FQAL

FIDELITY COVINGTON TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

0.07%

Shares2.9K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

2.74%

Shares936

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

-25.37%

Shares2.4K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

New

Shares946

Event2026-06-30

Filed2026-08-05

BROADCOM INC

New

Shares636

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

New

Shares552

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

0.00%

Shares675

Event2026-06-30

Filed2026-08-05

BP PLC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

0.16%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

EVERSOURCE ENERGY

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

0.17%

Shares1.2K

Event2026-06-30

Filed2026-08-05

HURA

TUHURA BIOSCIENCES INC

New

Shares38.3K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available