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The Analysis of Kohmann Bosshard Financial Services, LLC's Holdings & P&L

Currently, Kohmann Bosshard Financial Services, LLC holds 229 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in VBIL (+322.7K shares, valued at $24.4M), VUG (+273.8K shares, valued at $23.6M), HDV (+685.8K shares, valued at $18.8M); decreased their positions in SGOV (-196.7K shares, valued at $19.8M), BIL (-42.0K shares, valued at $3.9M), SCHD (-39.2K shares, valued at $1.2M); initiated new positions in N/A (+13.2K shares, valued at $999.3K), N/A (+11.4K shares, valued at $859.2K), N/A (+10.6K shares, valued at $802.3K).

1M P&L

-15.2M-1.32%

3M P&L

+10.7M+0.96%

HY P&L

-124.5M-9.91%

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/A1.1B

93.8%

2Consumer Electronics13.4M

1.2%

3Semiconductors7.7M

0.7%

Top Industries by Stock Count

1N/A117 stocks

60.3%

2Semiconductors5 stocks

2.6%

3Specialty Industrial Machinery4 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB U.S. LARGE-CAP7.9M shares5.88%2026-06-302026-07-15

VEA VANGUARD FTSE DEVELOPED1.6M shares5.93%2026-06-302026-07-15

VCSH VANGUARD SHORT TERM COR1.1M shares20.31%2026-06-302026-07-15

SCHZ SCHWAB U.S. AGGREGATE3.9M shares21.10%2026-06-302026-07-15

SCHA SCHWAB U.S. SMALL-CAP1.4M shares4.88%2026-06-302026-07-15

SCHP SCHWAB U.S. TIPS ETF1.7M shares16.29%2026-06-302026-07-15

VIG VANGUARD DIVIDEND173.5K shares3.02%2026-06-302026-07-15

SPHY STATE STREET SPDR1.3M shares15.79%2026-06-302026-07-15

Sponsored

VNQ VANGUARD REAL ESTATE293.4K shares8.51%2026-06-302026-07-15

VUG VANGUARD GROWTH INDEX322.7K shares560.16%2026-06-302026-07-15

VOO VANGUARD S&P 500 ETF36.8K shares11.63%2026-06-302026-07-15

VBIL VANGUARD 0-3 MONTH333.3K shares3049.47%2026-06-302026-07-15

VB VANGUARD SMALL-CAP INDEX77.3K shares-1.20%2026-06-302026-07-15

HDV ISHARES CORE HIGH845.8K shares428.45%2026-06-302026-07-15

VWO VANGUARD FTSE EMERGING374.4K shares7.40%2026-06-302026-07-15

SCHD SCHWAB U.S. DIVIDEND585.9K shares-6.27%2026-06-302026-07-15

Sponsored

STATE STREET SPDR STATE STREET SPDR177.5K shares-2.55%2026-06-302026-07-15

AAPL APPLE INC46.3K shares-0.17%2026-06-302026-07-15

VBR VANGUARD SMALL-CAP VALUE52.6K shares3.80%2026-06-302026-07-15

VIGI VANGUARD INTERNATIONAL118.4K shares3.67%2026-06-302026-07-15

SCHF SCHWAB INTERNATIONAL374.0K shares7.70%2026-06-302026-07-15

BIL STATE STREET SPDR108.2K shares-27.99%2026-06-302026-07-15

VV VANGUARD LARGE-CAP INDEX21.4K shares0.65%2026-06-302026-07-15

SCHM SCHWAB U.S. MID-CAP ETF196.2K shares-4.37%2026-06-302026-07-15

Sponsored

SCHW CHARLES SCHWAB CORP72.8K shares0.02%2026-06-302026-07-15

NVDA NVIDIA CORP31.0K shares0.10%2026-06-302026-07-15

SCHE SCHWAB EMERGING MARKETS140.5K shares0.49%2026-06-302026-07-15

SGOV ISHARES 0-3 MONTH50.2K shares-79.67%2026-06-302026-07-15

ISHARES CORE S&P 500 ISHARES CORE S&P 5006.3K shares-0.46%2026-06-302026-07-15

VOE VANGUARD MID-CAP VALUE22.8K shares-2.13%2026-06-302026-07-15

VSS VANGUARD FTSE ALL-WORLD28.6K shares-0.05%2026-06-302026-07-15

VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK11.2K shares-3.69%2026-06-302026-07-15

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SPSM STATE STREET SPDR68.8K shares-2.96%2026-06-302026-07-15

IVW ISHARES S&P 500 GROWTH28.8K shares0.00%2026-06-302026-07-15

STATE STREET SPDR S&P STATE STREET SPDR S&P4.6K shares0.07%2026-06-302026-07-15

VYM VANGUARD HIGH DIVIDEND21.5K shares0.00%2026-06-302026-07-15

SCHG SCHWAB U.S. LARGE-CAP94.0K shares-1.87%2026-06-302026-07-15

DGRO ISHARES CORE DIVIDEND40.2K shares-0.65%2026-06-302026-07-15

SPMD STATE STREET SPDR43.2K shares-2.16%2026-06-302026-07-15

MSFT MICROSOFT CORP7.7K shares-0.79%2026-06-302026-07-15

Sponsored

SPDW STATE STREET SPDR56.8K shares-1.30%2026-06-302026-07-15

GOOG ALPHABET INC7.7K shares-0.01%2026-06-302026-07-15

GOOGL ALPHABET INC7.5K shares0.11%2026-06-302026-07-15

IJR ISHARES CORE S&P17.0K shares-1.05%2026-06-302026-07-15

BSCS INVESCO BULLETSHARES121.2K shares1.36%2026-06-302026-07-15

SCHC SCHWAB INTERNATIONAL49.8K shares-0.09%2026-06-302026-07-15

IJH ISHARES CORE S&P MID-CAP31.0K shares0.00%2026-06-302026-07-15

BSCQ INVESCO BULLETSHARES120.6K shares-2.93%2026-06-302026-07-15

Sponsored

FE FIRSTENERGY CORP47.8K shares-0.67%2026-06-302026-07-15

SPEM STATE STREET SPDR42.9K shares-1.86%2026-06-302026-07-15

SCHK SCHWAB 1000 INDEX ETF61.0K shares-0.00%2026-06-302026-07-15

AMZN AMAZON.COM INC9.2K shares0.00%2026-06-302026-07-15

QQQ INVESCO QQQ TR2.9K shares0.00%2026-06-302026-07-15

IVE ISHARES S&P 500 VALUE9.2K shares0.00%2026-06-302026-07-15

SCHH SCHWAB U.S. REIT ETF87.8K shares2.96%2026-06-302026-07-15

USRT ISHARES CORE U.S. REIT30.3K shares1.62%2026-06-302026-07-15

Sponsored

SCHY SCHWAB INTERNATIONAL59.0K shares-1.20%2026-06-302026-07-15

BSCU INVESCO BULLETSHARES111.3K shares1.23%2026-06-302026-07-15

CAT CATERPILLAR INC1.7K shares0.00%2026-06-302026-07-15

IWR ISHARES RUSSELL MID-CAP16.4K shares0.21%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.9K shares-1.36%2026-06-302026-07-15

BILS STATE STREET SPDR15.3K shares-6.49%2026-06-302026-07-15

ISHARES CORE U.S. ISHARES CORE U.S.15.3K shares4.09%2026-06-302026-07-15

XLK STATE STREET TECHNOLOGY7.6K shares0.00%2026-06-302026-07-15

Sponsored

VTV VANGUARD VALUE INDEX6.5K shares-0.02%2026-06-302026-07-15

FDX FEDEX CORP4.5K shares0.00%2026-06-302026-07-15

VEU VANGUARD FTSE ALL-WORLD16.7K shares0.00%2026-06-302026-07-15

BROADCOM INC BROADCOM INC3.7K shares0.14%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC2.4K shares-1.12%2026-06-302026-07-15

DVY ISHARES SELECT DIVIDEND8.0K shares-4.68%2026-06-302026-07-15

IGRO ISHARES INTERNATIONAL13.9K shares7.84%2026-06-302026-07-15

EWG ISHARES MSCI GERMANY29.3K shares14.74%2026-06-302026-07-15

Sponsored

SPDR GOLD MINISHARES SPDR GOLD MINISHARES15.2K shares-1.84%2026-06-302026-07-15

BSCT INVESCO BULLETSHARES63.8K shares2.66%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.5K shares0.19%2026-06-302026-07-15

NETFLIX INC NETFLIX INC16.5K shares0.19%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY2.3K shares-0.43%2026-06-302026-07-15

SPTS STATE STREET SPDR40.0K shares0.78%2026-06-302026-07-15

WAB WABTEC4.3K shares0.00%2026-06-302026-07-15

SHOP SHOPIFY INC F9.7K shares0.80%2026-06-302026-07-15

Sponsored

SPSB STATE STREET SPDR36.7K shares14.82%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP8.0K shares7.62%2026-06-302026-07-15

BSCR INVESCO BULLETSHARES55.2K shares2.35%2026-06-302026-07-15

VXF VANGUARD EXTENDED MARKET4.4K shares-1.51%2026-06-302026-07-15

IWY ISHARES RUSSELL TOP 2003.7K shares1.55%2026-06-302026-07-15

VO VANGUARD MID-CAP INDEX12.8K shares299.41%2026-06-302026-07-15

IWX ISHARES RUSSELL TOP 2009.6K shares1.89%2026-06-302026-07-15

VANGUARD TARGET MATURITY VANGUARD TARGET MATURITY13.2K sharesnew addition2026-06-302026-07-15

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND19.2K shares-1.25%2026-06-302026-07-15

IJJ ISHARES S&P MID-CAP 4006.3K shares0.00%2026-06-302026-07-15

IWB ISHARES RUSSELL 10002.2K shares-0.05%2026-06-302026-07-15

GLD SPDR GOLD SHARES2.4K shares0.00%2026-06-302026-07-15

VANGUARD TARGET MATURITY VANGUARD TARGET MATURITY11.4K sharesnew addition2026-06-302026-07-15

SPYD STATE STREET SPDR17.7K shares-0.65%2026-06-302026-07-15

FLTR VANECK IG FLOATING RATE32.4K shares0.00%2026-06-302026-07-15

VCIT VANGUARD9.9K shares0.00%2026-06-302026-07-15

Sponsored

IWM ISHARES RUSSELL 20002.7K shares0.26%2026-06-302026-07-15

DE DEERE & CO1.3K shares0.00%2026-06-302026-07-15

WMT WALMART INC7.1K shares-0.01%2026-06-302026-07-15

BSCV INVESCO BULLETSHARES49.0K shares-0.00%2026-06-302026-07-15

VANGUARD TARGET MATURITY VANGUARD TARGET MATURITY10.6K sharesnew addition2026-06-302026-07-15

Sponsored

ISHARES CORE MSCI EAFE ISHARES CORE MSCI EAFE8.2K shares-0.22%2026-06-302026-07-15

VDE VANGUARD ENERGY INDEX5.2K shares0.00%2026-06-302026-07-15

MELI MERCADOLIBRE INC462 shares0.65%2026-06-302026-07-15

SHW SHERWIN-WILLIAMS CO2.3K shares-9.68%2026-06-302026-07-15

TSLA TESLA INC1.8K shares-0.75%2026-06-302026-07-15

TD TORONTO DOMINION BK ON F6.1K shares0.00%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC6.3K shares-0.35%2026-06-302026-07-15

RSP INVESCO S&P 500 EQUAL3.4K shares-0.03%2026-06-302026-07-15

Sponsored

HD HOME DEPOT INC2.0K shares-0.05%2026-06-302026-07-15

PGR PROGRESSIVE CORP OH3.2K shares-0.22%2026-06-302026-07-15

IJK ISHARES S&P MID-CAP 4005.9K shares-0.07%2026-06-302026-07-15

XLG INVESCO S&P 500 TOP 5011.1K shares0.00%2026-06-302026-07-15

CMI CUMMINS INC941 shares0.00%2026-06-302026-07-15

SOXQ INVESCO PHLX6.0K sharesnew addition2026-06-302026-07-15

LRGF ISHARES U.S. EQUITY8.7K shares0.00%2026-06-302026-07-15

RWR STATE STREET SPDR DOW5.7K shares-0.47%2026-06-302026-07-15

Sponsored

INTC INTEL CORP4.4K shares-5.02%2026-06-302026-07-15

QUAL ISHARES MSCI USA QUALITY2.8K shares1.18%2026-06-302026-07-15

ABBVIE INC ABBVIE INC2.4K shares-3.40%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON2.4K shares-0.04%2026-06-302026-07-15

OEF ISHARES S&P 100 ETF1.6K shares0.00%2026-06-302026-07-15

SCYB SCHWAB HIGH YIELD BOND22.2K shares520.32%2026-06-302026-07-15

VGK VANGUARD FTSE EUROPE6.2K shares0.00%2026-06-302026-07-15

ETN EATON CORP PLC F1.3K shares0.31%2026-06-302026-07-15

Sponsored

MMC MARSH & MCLENNAN COS INC3.2K shares0.00%2026-06-302026-07-15

VONG VANGUARD RUSSELL 10004.2K shares0.00%2026-06-302026-07-15

DAX GLOBAL X DAX GERMANY11.8K shares17.11%2026-06-302026-07-15

VYMI VANGUARD INTERNATIONAL5.3K shares-1.87%2026-06-302026-07-15

CINF CINCINNATI FINL CORP2.7K shares0.00%2026-06-302026-07-15

DFUS DIMENSIONAL U.S. EQUITY6.1K shares0.00%2026-06-302026-07-15

BX BLACKSTONE INC4.2K shares0.00%2026-06-302026-07-15

MAR MARRIOTT INTL INC NEW1.3K shares0.00%2026-06-302026-07-15

Sponsored

RIG TRANSOCEAN LTD F100.0K shares0.00%2026-06-302026-07-15

LLY ELI LILLY AND CO385 shares-5.41%2026-06-302026-07-15

EFA ISHARES MSCI EAFE ETF4.4K shares0.11%2026-06-302026-07-15

IJS ISHARES S&P SMALL-CAP3.3K shares0.00%2026-06-302026-07-15

GLW CORNING INC1.7K shares-0.06%2026-06-302026-07-15

SCHB SCHWAB U.S. BROAD MARKET15.2K shares7.34%2026-06-302026-07-15

VBK VANGUARD SMALL-CAP1.2K shares-0.17%2026-06-302026-07-15

PSX PHILLIPS 662.5K shares0.00%2026-06-302026-07-15

Sponsored

ADI ANALOG DEVICES INC1.0K shares-0.97%2026-06-302026-07-15

USHY ISHARES BROAD USD HIGH10.8K shares-1.50%2026-06-302026-07-15

FLRN STATE STREET SPDR12.8K shares0.48%2026-06-302026-07-15

CAMX CAMBIAR AGGRESSIVE VALUE11.5K shares0.00%2026-06-302026-07-15

IJT ISHARES S&P SMALL-CAP2.1K shares0.00%2026-06-302026-07-15

VOOG VANGUARD S&P 500 GROWTH4.6K shares506.03%2026-06-302026-07-15

MS MORGAN STANLEY1.8K shares-0.11%2026-06-302026-07-15

XLV STATE STREET HEALTH CARE2.4K shares0.00%2026-06-302026-07-15

Sponsored

BNDX VANGUARD TOTAL7.8K shares11.97%2026-06-302026-07-15

IBM IBM CORP1.3K shares-3.83%2026-06-302026-07-15

LRCX LAM RESH CORP851 shares0.95%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC500 shares0.00%2026-06-302026-07-15

KMI KINDER MORGAN INC DEL11.3K shares0.00%2026-06-302026-07-15

MCD MCDONALDS CORP1.3K shares0.00%2026-06-302026-07-15

AME AMETEK INC NEW1.5K shares-3.92%2026-06-302026-07-15

MTUM ISHARES MSCI USA1.0K shares0.00%2026-06-302026-07-15

Sponsored

KEY KEYCORP NEW15.0K shares0.00%2026-06-302026-07-15

WELL WELLTOWER INC1.5K shares0.00%2026-06-302026-07-15

BSX BOSTON SCIENTIFIC CORP8.1K shares0.00%2026-06-302026-07-15

PG PROCTER & GAMBLE CO2.3K shares-5.11%2026-06-302026-07-15

MASTERCARD INC MASTERCARD INC661 shares0.00%2026-06-302026-07-15

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC2.2K sharesnew addition2026-06-302026-07-15

HSBC HSBC HLDGS PLC F3.5K shares0.00%2026-06-302026-07-15

FREL FIDELITY MSCI REAL11.1K shares0.00%2026-06-302026-07-15

Sponsored

WEC WEC ENERGY GROUP INC2.7K shares0.00%2026-06-302026-07-15

BSMU INVESCO BULLETSHARES14.2K shares0.00%2026-06-302026-07-15

RTX CORP RTX CORP1.6K shares0.00%2026-06-302026-07-15

SXI STANDEX INTL CORP867 shares0.00%2026-06-302026-07-15

BSCW INVESCO BULLETSHARES15.1K shares0.00%2026-06-302026-07-15

SPIP STATE STREET SPDR12.0K shares0.00%2026-06-302026-07-15

STIP ISHARES 0-5 YEAR TIPS3.0K shares0.00%2026-06-302026-07-15

VANGUARD TOTAL VANGUARD TOTAL4.0K sharesnew addition2026-06-302026-07-15

Sponsored

IWD ISHARES RUSSELL 10001.3K shares2.20%2026-06-302026-07-15

TDG TRANSDIGM GROUP INC223 shares0.00%2026-06-302026-07-15

AIQ GLOBAL X ARTIFICIAL4.5K sharesnew addition2026-06-302026-07-15

ISCV ISHARES MORNINGSTAR3.7K shares0.27%2026-06-302026-07-15

AON AON PLC F859 shares0.00%2026-06-302026-07-15

DGRW WISDOMTREE U.S. QUALITY2.9K shares0.00%2026-06-302026-07-15

ING ING GROEP N V F8.7K shares0.00%2026-06-302026-07-15

LIN LINDE PLC F526 shares0.00%2026-06-302026-07-15

Sponsored

APPLIED INDL TECHNOLOGIE APPLIED INDL TECHNOLOGIE795 shares0.00%2026-06-302026-07-15

VOOV VANGUARD S&P 500 VALUE1.2K shares0.00%2026-06-302026-07-15

EEMS ISHARES MSCI EMERGING3.5K shares0.00%2026-06-302026-07-15

AAOI APPLIED OPTOELECTRONICS1.8K shares12.59%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR M F555 shares0.36%2026-06-302026-07-15

MRK MERCK & CO. INC.2.1K shares0.00%2026-06-302026-07-15

SMH VANECK SEMICONDUCTOR400 shares0.00%2026-06-302026-07-15

GE GE AEROSPACE694 shares0.00%2026-06-302026-07-15

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC621 shares0.00%2026-06-302026-07-15

HY HYSTER YALE INC7.3K shares0.00%2026-06-302026-07-15

PFFD GLOBAL X U.S. PREFERRED13.6K shares-8.87%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW2.0K shares0.00%2026-06-302026-07-15

VGIT VANGUARD INTER-TERM4.3K shares0.00%2026-06-302026-07-15

RJF RAYMOND JAMES FINL INC1.6K shares0.00%2026-06-302026-07-15

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-07-15

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-07-15

Sponsored

BSMQ INVESCO BULLETSHARES (R)10.3K shares0.00%2026-06-302026-07-15

STE STERIS PLC F1.1K shares0.00%2026-06-302026-07-15

BSCZ INVESCO BULLETSHARES11.6K shares0.00%2026-06-302026-07-15

IWV ISHARES RUSSELL 3000555 shares0.00%2026-06-302026-07-15

RPM RPM INTL INC2.1K shares-8.62%2026-06-302026-07-15

DLN WISDOMTREE U.S. LARGECAP2.4K shares0.00%2026-06-302026-07-15

KO THE COCA-COLA CO2.9K shares-2.42%2026-06-302026-07-15

UNP UNION PAC CORP836 shares0.00%2026-06-302026-07-15

Sponsored

TTD THE TRADE DESK INC12.3K shares0.01%2026-06-302026-07-15

TKR TIMKEN CO1.5K shares-0.07%2026-06-302026-07-15

GEV GE VERNOVA INC189 shares0.00%2026-06-302026-07-15

ORACLE CORP ORACLE CORP1.5K shares0.00%2026-06-302026-07-15

OKE ONEOK INC NEW2.5K shares0.00%2026-06-302026-07-15

PEP PEPSICO INC1.6K shares0.00%2026-06-302026-07-15

TMO THERMO FISHER SCIENTIFIC428 shares0.00%2026-06-302026-07-15

VISA INC VISA INC609 shares-3.64%2026-06-302026-07-15

Sponsored

AMD ADVANCED MICRO DEVICES I359 shares2.28%2026-06-302026-07-15

RIO RIO TINTO PLC F2.2K shares0.00%2026-06-302026-07-15

VTIP VANGUARD SHORT-TERM4.1K shares0.00%2026-06-302026-07-15

AXP AMERICAN EXPRESS CO609 shares0.00%2026-06-302026-07-15

BHP BHP GROUP LTD F2.5K shares0.57%2026-06-302026-07-15

SFL SFL CORP LTD F20.0K shares0.00%2026-06-302026-07-15

HBAN HUNTINGTON BANCSHARES IN11.0K shares-22.71%2026-06-302026-07-15

PTON PELOTON INTERACTIVE INC20.2K shares0.00%2026-06-302026-07-15

Sponsored

IAUX I-80 GOLD CORP F15.0K shares0.00%2026-06-302026-07-15

ABTC AMERICAN BITCOIN CORP18.7K shares86.83%2026-06-302026-07-15

TRINSEO PLC ORDF TRINSEO PLC ORDF44.6K shares0.00%2026-06-302026-07-15

TAP REAL ESTATE TECHNOLO TAP REAL ESTATE TECHNOLO183.9K shares-0.80%2026-06-302026-07-15

GLOBAL BROKERAGE INC GLOBAL BROKERAGE INC16.0K shares0.00%2026-06-302026-07-15

SCHX

SCHWAB U.S. LARGE-CAP

5.88%

Shares7.9M

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD FTSE DEVELOPED

5.93%

Shares1.6M

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SHORT TERM COR

20.31%

Shares1.1M

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB U.S. AGGREGATE

21.10%

Shares3.9M

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB U.S. SMALL-CAP

4.88%

Shares1.4M

Event2026-06-30

Filed2026-07-15

SCHP

SCHWAB U.S. TIPS ETF

16.29%

Shares1.7M

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD DIVIDEND

3.02%

Shares173.5K

Event2026-06-30

Filed2026-07-15

SPHY

STATE STREET SPDR

15.79%

Shares1.3M

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD REAL ESTATE

8.51%

Shares293.4K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD GROWTH INDEX

560.16%

Shares322.7K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD S&P 500 ETF

11.63%

Shares36.8K

Event2026-06-30

Filed2026-07-15

VBIL

VANGUARD 0-3 MONTH

3049.47%

Shares333.3K

Event2026-06-30

Filed2026-07-15

VANGUARD SMALL-CAP INDEX

-1.20%

Shares77.3K

Event2026-06-30

Filed2026-07-15

HDV

ISHARES CORE HIGH

428.45%

Shares845.8K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD FTSE EMERGING

7.40%

Shares374.4K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB U.S. DIVIDEND

-6.27%

Shares585.9K

Event2026-06-30

Filed2026-07-15

STATE STREET SPDR

-2.55%

Shares177.5K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-0.17%

Shares46.3K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD SMALL-CAP VALUE

3.80%

Shares52.6K

Event2026-06-30

Filed2026-07-15

VIGI

VANGUARD INTERNATIONAL

3.67%

Shares118.4K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB INTERNATIONAL

7.70%

Shares374.0K

Event2026-06-30

Filed2026-07-15

BIL

STATE STREET SPDR

-27.99%

Shares108.2K

Event2026-06-30

Filed2026-07-15

VANGUARD LARGE-CAP INDEX

0.65%

Shares21.4K

Event2026-06-30

Filed2026-07-15

SCHM

SCHWAB U.S. MID-CAP ETF

-4.37%

Shares196.2K

Event2026-06-30

Filed2026-07-15

SCHW

CHARLES SCHWAB CORP

0.02%

Shares72.8K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORP

0.10%

Shares31.0K

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB EMERGING MARKETS

0.49%

Shares140.5K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES 0-3 MONTH

-79.67%

Shares50.2K

Event2026-06-30

Filed2026-07-15

ISHARES CORE S&P 500

-0.46%

Shares6.3K

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD MID-CAP VALUE

-2.13%

Shares22.8K

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD FTSE ALL-WORLD

-0.05%

Shares28.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TOTAL STOCK

-3.69%

Shares11.2K

Event2026-06-30

Filed2026-07-15

SPSM

STATE STREET SPDR

-2.96%

Shares68.8K

Event2026-06-30

Filed2026-07-15

IVW

ISHARES S&P 500 GROWTH

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-15

STATE STREET SPDR S&P

0.07%

Shares4.6K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD HIGH DIVIDEND

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB U.S. LARGE-CAP

-1.87%

Shares94.0K

Event2026-06-30

Filed2026-07-15

DGRO

ISHARES CORE DIVIDEND

-0.65%

Shares40.2K

Event2026-06-30

Filed2026-07-15

SPMD

STATE STREET SPDR

-2.16%

Shares43.2K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-0.79%

Shares7.7K

Event2026-06-30

Filed2026-07-15

SPDW

STATE STREET SPDR

-1.30%

Shares56.8K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

-0.01%

Shares7.7K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

0.11%

Shares7.5K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES CORE S&P

-1.05%

Shares17.0K

Event2026-06-30

Filed2026-07-15

BSCS

INVESCO BULLETSHARES

1.36%

Shares121.2K

Event2026-06-30

Filed2026-07-15

SCHC

SCHWAB INTERNATIONAL

-0.09%

Shares49.8K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES CORE S&P MID-CAP

0.00%

Shares31.0K

Event2026-06-30

Filed2026-07-15

BSCQ

INVESCO BULLETSHARES

-2.93%

Shares120.6K

Event2026-06-30

Filed2026-07-15

FIRSTENERGY CORP

-0.67%

Shares47.8K

Event2026-06-30

Filed2026-07-15

SPEM

STATE STREET SPDR

-1.86%

Shares42.9K

Event2026-06-30

Filed2026-07-15

SCHK

SCHWAB 1000 INDEX ETF

-0.00%

Shares61.0K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON.COM INC

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-15

IVE

ISHARES S&P 500 VALUE

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-15

SCHH

SCHWAB U.S. REIT ETF

2.96%

Shares87.8K

Event2026-06-30

Filed2026-07-15

USRT

ISHARES CORE U.S. REIT

1.62%

Shares30.3K

Event2026-06-30

Filed2026-07-15

SCHY

SCHWAB INTERNATIONAL

-1.20%

Shares59.0K

Event2026-06-30

Filed2026-07-15

BSCU

INVESCO BULLETSHARES

1.23%

Shares111.3K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

IWR

ISHARES RUSSELL MID-CAP

0.21%

Shares16.4K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-1.36%

Shares4.9K

Event2026-06-30

Filed2026-07-15

BILS

STATE STREET SPDR

-6.49%

Shares15.3K

Event2026-06-30

Filed2026-07-15

ISHARES CORE U.S.

4.09%

Shares15.3K

Event2026-06-30

Filed2026-07-15

XLK

STATE STREET TECHNOLOGY

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD VALUE INDEX

-0.02%

Shares6.5K

Event2026-06-30

Filed2026-07-15

FDX

FEDEX CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-15

VEU

VANGUARD FTSE ALL-WORLD

0.00%

Shares16.7K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

0.14%

Shares3.7K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-1.12%

Shares2.4K

Event2026-06-30

Filed2026-07-15

DVY

ISHARES SELECT DIVIDEND

-4.68%

Shares8.0K

Event2026-06-30

Filed2026-07-15

IGRO

ISHARES INTERNATIONAL

7.84%

Shares13.9K

Event2026-06-30

Filed2026-07-15

EWG

ISHARES MSCI GERMANY

14.74%

Shares29.3K

Event2026-06-30

Filed2026-07-15

SPDR GOLD MINISHARES

-1.84%

Shares15.2K

Event2026-06-30

Filed2026-07-15

BSCT

INVESCO BULLETSHARES

2.66%

Shares63.8K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

0.19%

Shares1.5K

Event2026-06-30

Filed2026-07-15

NETFLIX INC

0.19%

Shares16.5K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY

-0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-15

SPTS

STATE STREET SPDR

0.78%

Shares40.0K

Event2026-06-30

Filed2026-07-15

WAB

WABTEC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-15

SHOP

SHOPIFY INC F

0.80%

Shares9.7K

Event2026-06-30

Filed2026-07-15

SPSB

STATE STREET SPDR

14.82%

Shares36.7K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

7.62%

Shares8.0K

Event2026-06-30

Filed2026-07-15

BSCR

INVESCO BULLETSHARES

2.35%

Shares55.2K

Event2026-06-30

Filed2026-07-15

VXF

VANGUARD EXTENDED MARKET

-1.51%

Shares4.4K

Event2026-06-30

Filed2026-07-15

IWY

ISHARES RUSSELL TOP 200

1.55%

Shares3.7K

Event2026-06-30

Filed2026-07-15

VANGUARD MID-CAP INDEX

299.41%

Shares12.8K

Event2026-06-30

Filed2026-07-15

IWX

ISHARES RUSSELL TOP 200

1.89%

Shares9.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares13.2K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD TAX-EXEMPT BOND

-1.25%

Shares19.2K

Event2026-06-30

Filed2026-07-15

IJJ

ISHARES S&P MID-CAP 400

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-15

IWB

ISHARES RUSSELL 1000

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD SHARES

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares11.4K

Event2026-06-30

Filed2026-07-15

SPYD

STATE STREET SPDR

-0.65%

Shares17.7K

Event2026-06-30

Filed2026-07-15

FLTR

VANECK IG FLOATING RATE

0.00%

Shares32.4K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES RUSSELL 2000

0.26%

Shares2.7K

Event2026-06-30

Filed2026-07-15

DEERE & CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

-0.01%

Shares7.1K

Event2026-06-30

Filed2026-07-15

BSCV

INVESCO BULLETSHARES

-0.00%

Shares49.0K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TARGET MATURITY

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

ISHARES CORE MSCI EAFE

-0.22%

Shares8.2K

Event2026-06-30

Filed2026-07-15

VDE

VANGUARD ENERGY INDEX

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-15

MELI

MERCADOLIBRE INC

0.65%

Shares462

Event2026-06-30

Filed2026-07-15

SHW

SHERWIN-WILLIAMS CO

-9.68%

Shares2.3K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

-0.75%

Shares1.8K

Event2026-06-30

Filed2026-07-15

TORONTO DOMINION BK ON F

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

-0.35%

Shares6.3K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO S&P 500 EQUAL

-0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-15

PGR

PROGRESSIVE CORP OH

-0.22%

Shares3.2K

Event2026-06-30

Filed2026-07-15

IJK

ISHARES S&P MID-CAP 400

-0.07%

Shares5.9K

Event2026-06-30

Filed2026-07-15

XLG

INVESCO S&P 500 TOP 50

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

0.00%

Shares941

Event2026-06-30

Filed2026-07-15

SOXQ

INVESCO PHLX

New

Shares6.0K

Event2026-06-30

Filed2026-07-15

LRGF

ISHARES U.S. EQUITY

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-15

RWR

STATE STREET SPDR DOW

-0.47%

Shares5.7K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

-5.02%

Shares4.4K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES MSCI USA QUALITY

1.18%

Shares2.8K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

-3.40%

Shares2.4K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-15

OEF

ISHARES S&P 100 ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SCYB

SCHWAB HIGH YIELD BOND

520.32%

Shares22.2K

Event2026-06-30

Filed2026-07-15

VGK

VANGUARD FTSE EUROPE

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC F

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-15

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-15

VONG

VANGUARD RUSSELL 1000

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-15

DAX

GLOBAL X DAX GERMANY

17.11%

Shares11.8K

Event2026-06-30

Filed2026-07-15

VYMI

VANGUARD INTERNATIONAL

-1.87%

Shares5.3K

Event2026-06-30

Filed2026-07-15

CINF

CINCINNATI FINL CORP

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

DFUS

DIMENSIONAL U.S. EQUITY

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-15

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

RIG

TRANSOCEAN LTD F

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY AND CO

-5.41%

Shares385

Event2026-06-30

Filed2026-07-15

EFA

ISHARES MSCI EAFE ETF

0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-15

IJS

ISHARES S&P SMALL-CAP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

-0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB U.S. BROAD MARKET

7.34%

Shares15.2K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD SMALL-CAP

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

-0.97%

Shares1.0K

Event2026-06-30

Filed2026-07-15

USHY

ISHARES BROAD USD HIGH

-1.50%

Shares10.8K

Event2026-06-30

Filed2026-07-15

FLRN

STATE STREET SPDR

0.48%

Shares12.8K

Event2026-06-30

Filed2026-07-15

CAMX

CAMBIAR AGGRESSIVE VALUE

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-15

IJT

ISHARES S&P SMALL-CAP

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-15

VOOG

VANGUARD S&P 500 GROWTH

506.03%

Shares4.6K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-15

XLV

STATE STREET HEALTH CARE

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

BNDX

VANGUARD TOTAL

11.97%

Shares7.8K

Event2026-06-30

Filed2026-07-15

IBM

IBM CORP

-3.83%

Shares1.3K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESH CORP

0.95%

Shares851

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-15

KMI

KINDER MORGAN INC DEL

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

AME

AMETEK INC NEW

-3.92%

Shares1.5K

Event2026-06-30

Filed2026-07-15

MTUM

ISHARES MSCI USA

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

KEY

KEYCORP NEW

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-5.11%

Shares2.3K

Event2026-06-30

Filed2026-07-15

MASTERCARD INC

0.00%

Shares661

Event2026-06-30

Filed2026-07-15

FEDEX FGHT HLDG CO INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

HSBC

HSBC HLDGS PLC F

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

FREL

FIDELITY MSCI REAL

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-15

WEC

WEC ENERGY GROUP INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

BSMU

INVESCO BULLETSHARES

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-15

RTX CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SXI

STANDEX INTL CORP

0.00%

Shares867

Event2026-06-30

Filed2026-07-15

BSCW

INVESCO BULLETSHARES

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-15

SPIP

STATE STREET SPDR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-15

STIP

ISHARES 0-5 YEAR TIPS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

VANGUARD TOTAL

New

Shares4.0K

Event2026-06-30

Filed2026-07-15

IWD

ISHARES RUSSELL 1000

2.20%

Shares1.3K

Event2026-06-30

Filed2026-07-15

TDG

TRANSDIGM GROUP INC

0.00%

Shares223

Event2026-06-30

Filed2026-07-15

AIQ

GLOBAL X ARTIFICIAL

New

Shares4.5K

Event2026-06-30

Filed2026-07-15

ISCV

ISHARES MORNINGSTAR

0.27%

Shares3.7K

Event2026-06-30

Filed2026-07-15

AON

AON PLC F

0.00%

Shares859

Event2026-06-30

Filed2026-07-15

DGRW

WISDOMTREE U.S. QUALITY

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-15

ING

ING GROEP N V F

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC F

0.00%

Shares526

Event2026-06-30

Filed2026-07-15

APPLIED INDL TECHNOLOGIE

0.00%

Shares795

Event2026-06-30

Filed2026-07-15

VOOV

VANGUARD S&P 500 VALUE

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

EEMS

ISHARES MSCI EMERGING

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

AAOI

APPLIED OPTOELECTRONICS

12.59%

Shares1.8K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR M F

0.36%

Shares555

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO. INC.

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-15

SMH

VANECK SEMICONDUCTOR

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

0.00%

Shares694

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

0.00%

Shares621

Event2026-06-30

Filed2026-07-15

HYSTER YALE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-15

PFFD

GLOBAL X U.S. PREFERRED

-8.87%

Shares13.6K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD INTER-TERM

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-15

RJF

RAYMOND JAMES FINL INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

BSMQ

INVESCO BULLETSHARES (R)

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-15

STE

STERIS PLC F

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

BSCZ

INVESCO BULLETSHARES

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-15

IWV

ISHARES RUSSELL 3000

0.00%

Shares555

Event2026-06-30

Filed2026-07-15

RPM

RPM INTL INC

-8.62%

Shares2.1K

Event2026-06-30

Filed2026-07-15

DLN

WISDOMTREE U.S. LARGECAP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

THE COCA-COLA CO

-2.42%

Shares2.9K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

0.00%

Shares836

Event2026-06-30

Filed2026-07-15

TTD

THE TRADE DESK INC

0.01%

Shares12.3K

Event2026-06-30

Filed2026-07-15

TKR

TIMKEN CO

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

0.00%

Shares189

Event2026-06-30

Filed2026-07-15

ORACLE CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

OKE

ONEOK INC NEW

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares428

Event2026-06-30

Filed2026-07-15

VISA INC

-3.64%

Shares609

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES I

2.28%

Shares359

Event2026-06-30

Filed2026-07-15

RIO

RIO TINTO PLC F

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

VTIP

VANGUARD SHORT-TERM

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

0.00%

Shares609

Event2026-06-30

Filed2026-07-15

BHP

BHP GROUP LTD F

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-15

SFL

SFL CORP LTD F

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-15

HBAN

HUNTINGTON BANCSHARES IN

-22.71%

Shares11.0K

Event2026-06-30

Filed2026-07-15

PTON

PELOTON INTERACTIVE INC

0.00%

Shares20.2K

Event2026-06-30

Filed2026-07-15

IAUX

I-80 GOLD CORP F

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-15

ABTC

AMERICAN BITCOIN CORP

86.83%

Shares18.7K

Event2026-06-30

Filed2026-07-15

TRINSEO PLC ORDF

0.00%

Shares44.6K

Event2026-06-30

Filed2026-07-15

TAP REAL ESTATE TECHNOLO

-0.80%

Shares183.9K

Event2026-06-30

Filed2026-07-15

GLOBAL BROKERAGE INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available