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The Analysis of Composition Wealth, LLC's Holdings & P&L

Currently, Composition Wealth, LLC holds 995 types of securities in its portfolio with a total value $8.5B. In the most recent quarter, they have increased their positions in N/A (+1.1M shares, valued at $97.1M), WCMI (+4.3M shares, valued at $83.6M), BND (+669.3K shares, valued at $49.1M); decreased their positions in PPA (-270.5K shares, valued at $47.8M), N/A (-36.1K shares, valued at $27.1M), EFV (-348.5K shares, valued at $26.7M); initiated new positions in WCMI (+4.3M shares, valued at $83.6M), PAVE (+728.1K shares, valued at $42.9M), N/A (+22.8K shares, valued at $4.3M).

1M P&L

-31.5M-0.44%

3M P&L

+117.3M+1.68%

HY P&L

+441.1M+6.63%

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/A5.3B

74.0%

2Consumer Electronics221.9M

3.1%

3Software - Infrastructure188.5M

2.6%

Top Industries by Stock Count

1N/A423 stocks

46.8%

2Banks - Regional21 stocks

2.3%

3Software - Application20 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST5.1M shares27.71%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR16.1M shares3.85%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS4.9M shares15.78%2026-06-302026-07-22

MBB ISHARES TR2.4M shares16.24%2026-06-302026-07-22

AAPL APPLE INC763.4K shares0.01%2026-06-302026-07-22

BIL SPDR SERIES TRUST2.2M shares8.65%2026-06-302026-07-22

MSFT MICROSOFT CORP451.5K shares3.90%2026-06-302026-07-22

QQQ INVESCO QQQ TR222.5K shares-1.03%2026-06-302026-07-22

Sponsored

QQQM INVESCO EXCH TRADED FD TR II484.0K shares10.42%2026-06-302026-07-22

ISHARES TR ISHARES TR179.3K shares-16.77%2026-06-302026-07-22

EFV ISHARES TR1.7M shares-16.86%2026-06-302026-07-22

QLTA ISHARES TR2.7M shares17.86%2026-06-302026-07-22

IGSB ISHARES TR2.4M shares15.38%2026-06-302026-07-22

GOOG ALPHABET INC335.7K shares16.65%2026-06-302026-07-22

NVDA NVIDIA CORPORATION583.1K shares2.78%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS307.8K shares0.92%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC476.8K shares4.08%2026-06-302026-07-22

ISHARES TR ISHARES TR1.2M shares7.55%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F1.8M shares29.83%2026-06-302026-07-22

VFLO VICTORY PORTFOLIOS II2.3M shares4.93%2026-06-302026-07-22

GCAL GOLDMAN SACHS ETF TR1.9M shares-0.42%2026-06-302026-07-22

EMXC ISHARES INC920.9K shares-3.68%2026-06-302026-07-22

VOO VANGUARD INDEX FDS134.6K shares3.01%2026-06-302026-07-22

GBIL GOLDMAN SACHS ETF TR884.6K shares-22.70%2026-06-302026-07-22

Sponsored

GFLW VICTORY PORTFOLIOS II2.6M shares11.33%2026-06-302026-07-22

WCMI FIRST TR EXCHANGE-TRADED FD4.3M sharesnew addition2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS1.6M shares16.77%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T92.5K shares30.83%2026-06-302026-07-22

SPYG SPDR SERIES TRUST550.5K shares-3.94%2026-06-302026-07-22

VTEC VANGUARD CALIF TAX FREE FDS634.0K shares-0.37%2026-06-302026-07-22

QUAL ISHARES TR289.3K shares-3.80%2026-06-302026-07-22

GOOGL ALPHABET INC177.6K shares3.91%2026-06-302026-07-22

Sponsored

ESGU ISHARES TR380.4K shares10.40%2026-06-302026-07-22

SGOV ISHARES TR613.3K shares8.81%2026-06-302026-07-22

SPMD SPDR SERIES TRUST908.8K shares22.20%2026-06-302026-07-22

IVE ISHARES TR260.2K shares-6.08%2026-06-302026-07-22

BSV VANGUARD BD INDEX FDS739.4K shares8.01%2026-06-302026-07-22

IXUS ISHARES TR591.9K shares11.08%2026-06-302026-07-22

ISHARES TR ISHARES TR529.9K shares9.90%2026-06-302026-07-22

JPLD J P MORGAN EXCHANGE TRADED F970.5K shares5.69%2026-06-302026-07-22

Sponsored

DFIS DIMENSIONAL ETF TRUST1.4M shares9.76%2026-06-302026-07-22

IWR ISHARES TR433.1K shares-1.81%2026-06-302026-07-22

GEME 2023 ETF SERIES TRUST1.0M shares4.69%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS636.8K shares-23.87%2026-06-302026-07-22

JTEK J P MORGAN EXCHANGE TRADED F397.7K shares8.43%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO135.2K shares1.22%2026-06-302026-07-22

GMUB GOLDMAN SACHS ETF TR854.4K shares19.07%2026-06-302026-07-22

CGIB CAPITAL GRP FIXED INCM ETF T1.7M shares16.74%2026-06-302026-07-22

Sponsored

PAVE GLOBAL X FDS728.1K sharesnew addition2026-06-302026-07-22

IUSB ISHARES TR890.8K shares9.28%2026-06-302026-07-22

XLF SELECT SECTOR SPDR TR759.7K shares18.45%2026-06-302026-07-22

IJH ISHARES TR499.8K shares2.40%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL77.0K shares13.17%2026-06-302026-07-22

EFA ISHARES TR356.7K shares0.82%2026-06-302026-07-22

ITOT ISHARES TR220.7K shares-0.18%2026-06-302026-07-22

BROADCOM INC BROADCOM INC94.4K shares2.19%2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS112.8K shares-1.06%2026-06-302026-07-22

TBLL INVESCO EXCH TRADED FD TR II317.6K shares-2.67%2026-06-302026-07-22

ESGD ISHARES TR310.1K shares2.15%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC55.8K shares-12.74%2026-06-302026-07-22

SPSM SPDR SERIES TRUST542.9K shares18.62%2026-06-302026-07-22

FLMI FRANKLIN TEMPLETON ETF TR1.2M shares18.54%2026-06-302026-07-22

PWZ INVESCO EXCH TRADED FD TR II1.2M shares0.46%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON114.6K shares-1.12%2026-06-302026-07-22

Sponsored

EPI WISDOMTREE TR662.0K shares11.38%2026-06-302026-07-22

CAT CATERPILLAR INC26.0K shares4.15%2026-06-302026-07-22

LLY ELI LILLY & CO23.0K shares3.68%2026-06-302026-07-22

WMT WALMART INC240.4K shares4.04%2026-06-302026-07-22

EAGG ISHARES TR544.7K shares8.47%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION27.1K shares7.14%2026-06-302026-07-22

DYNF BLACKROCK ETF TRUST369.2K shares-9.03%2026-06-302026-07-22

BINC BLACKROCK ETF TRUST II478.1K shares-25.95%2026-06-302026-07-22

Sponsored

XLK SELECT SECTOR SPDR TR129.0K shares0.02%2026-06-302026-07-22

SNDK SANDISK CORP10.6K shares1.10%2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC23.1K shares1.67%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 4032.7K shares-1.38%2026-06-302026-07-22

PPA INVESCO EXCHANGE TRADED FD T129.2K shares-67.68%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC275.8K shares498.98%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC31.1K shares7.76%2026-06-302026-07-22

WDC WESTERN DIGITAL CORP34.9K shares0.54%2026-06-302026-07-22

Sponsored

SCHG SCHWAB STRATEGIC TR624.7K shares-2.65%2026-06-302026-07-22

IJR ISHARES TR141.3K shares-2.75%2026-06-302026-07-22

CATF AMERICAN CENTY ETF TR413.3K shares0.34%2026-06-302026-07-22

IWF ISHARES TR166.0K shares308.47%2026-06-302026-07-22

VISA INC VISA INC58.7K shares3.20%2026-06-302026-07-22

TSLA TESLA INC47.2K shares-1.14%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR246.5K shares-1.78%2026-06-302026-07-22

TLT ISHARES TR226.3K shares368.97%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC54.0K shares0.60%2026-06-302026-07-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II785.5K shares13.73%2026-06-302026-07-22

GLD SPDR GOLD TR48.3K shares45.33%2026-06-302026-07-22

MCHB MECHANICS BANCORP1.1M shares0.00%2026-06-302026-07-22

PG PROCTER & GAMBLE CO120.8K shares-19.04%2026-06-302026-07-22

ABBVIE INC ABBVIE INC67.9K shares3.93%2026-06-302026-07-22

SPTS SPDR SERIES TRUST573.0K shares6.79%2026-06-302026-07-22

VTV VANGUARD INDEX FDS76.2K shares2.42%2026-06-302026-07-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS69.5K shares12.79%2026-06-302026-07-22

CVX CHEVRON CORPORATION99.1K shares46.47%2026-06-302026-07-22

TCAF T ROWE PRICE EXCHANGE-TRADED395.8K shares-0.29%2026-06-302026-07-22

GVI ISHARES TR152.8K shares3.41%2026-06-302026-07-22

PAPR INNOVATOR ETFS TRUST383.2K shares-7.83%2026-06-302026-07-22

IVW ISHARES TR117.3K shares0.02%2026-06-302026-07-22

ESGV VANGUARD WORLD FD117.4K shares-2.85%2026-06-302026-07-22

JPST J P MORGAN EXCHANGE TRADED F306.0K shares3.49%2026-06-302026-07-22

Sponsored

AMD ADVANCED MICRO DEVICES INC26.2K shares13.42%2026-06-302026-07-22

BAC BANK OF AMER CORP259.2K shares-0.79%2026-06-302026-07-22

AKRE PROFESIONALLY MANAGED PORTFO277.5K shares-19.47%2026-06-302026-07-22

IAPR INNOVATOR ETFS TRUST437.2K shares-12.52%2026-06-302026-07-22

UNP UNION PAC CORP52.4K shares0.35%2026-06-302026-07-22

CISCO SYS INC CISCO SYS INC115.6K shares39.97%2026-06-302026-07-22

IEMG ISHARES INC162.3K shares-26.00%2026-06-302026-07-22

EQIX EQUINIX INC12.6K shares0.81%2026-06-302026-07-22

Sponsored

FMB FIRST TR EXCH TRADED FD III251.3K shares-1.04%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC11.1K shares7.73%2026-06-302026-07-22

MRK MERCK & CO INC99.8K shares0.29%2026-06-302026-07-22

NYF ISHARES TR233.9K shares4.84%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP92.1K shares10.30%2026-06-302026-07-22

DFSB DIMENSIONAL ETF TRUST241.5K shares-1.46%2026-06-302026-07-22

DIS DISNEY WALT CO129.9K shares1.80%2026-06-302026-07-22

PEP PEPSICO INC92.1K shares48.55%2026-06-302026-07-22

Sponsored

GMNY GOLDMAN SACHS ETF TR244.6K shares7.20%2026-06-302026-07-22

SBUX STARBUCKS CORP118.9K shares6.94%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL16 shares0.00%2026-06-302026-07-22

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION81.8K shares3.74%2026-06-302026-07-22

MNST MONSTER BEVERAGE CORP NEW115.9K shares-2.23%2026-06-302026-07-22

IWL ISHARES TR60.1K shares-9.37%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND20.6K shares65.31%2026-06-302026-07-22

VO VANGUARD INDEX FDS133.7K shares366.57%2026-06-302026-07-22

Sponsored

DUHP DIMENSIONAL ETF TRUST252.3K shares9.92%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO30.7K shares-2.46%2026-06-302026-07-22

TPL TEXAS PACIFIC LAND CORPORATI23.4K shares0.13%2026-06-302026-07-22

ESGE ISHARES INC186.7K shares-5.93%2026-06-302026-07-22

VOOV VANGUARD ADMIRAL FDS INC46.2K shares-1.68%2026-06-302026-07-22

BATRK ATLANTA BRAVES HLDGS INC192.3K shares3.88%2026-06-302026-07-22

IWM ISHARES TR33.2K shares4.85%2026-06-302026-07-22

MCD MCDONALDS CORP36.7K shares-3.20%2026-06-302026-07-22

Sponsored

ADI ANALOG DEVICES INC24.7K shares6.24%2026-06-302026-07-22

WASTE MGMT INC DEL WASTE MGMT INC DEL43.1K shares6.66%2026-06-302026-07-22

IBDR ISHARES TR392.4K shares1.88%2026-06-302026-07-22

PANW PALO ALTO NETWORKS INC27.8K shares14.70%2026-06-302026-07-22

NUBD NUSHARES ETF TR426.1K shares6.18%2026-06-302026-07-22

DE DEERE & CO14.4K shares-11.51%2026-06-302026-07-22

DSI ISHARES TR63.1K shares-10.85%2026-06-302026-07-22

KO COCA COLA CO109.7K shares-0.97%2026-06-302026-07-22

Sponsored

S&P GLOBAL INC S&P GLOBAL INC21.8K shares-1.08%2026-06-302026-07-22

ORACLE CORP ORACLE CORP59.8K shares0.64%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.122.6K shares-1.22%2026-06-302026-07-22

C CITIGROUP INC62.5K shares-1.34%2026-06-302026-07-22

GEV GE VERNOVA INC7.4K shares2.56%2026-06-302026-07-22

XJH ISHARES TR165.1K shares-0.11%2026-06-302026-07-22

VSGX VANGUARD WORLD FD104.5K shares0.29%2026-06-302026-07-22

IBDS ISHARES TR351.6K shares6.22%2026-06-302026-07-22

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC24.2K shares6.01%2026-06-302026-07-22

PH PARKER-HANNIFIN CORP8.5K shares2.28%2026-06-302026-07-22

FDX FEDEX CORP26.3K shares1.37%2026-06-302026-07-22

IVOG VANGUARD ADMIRAL FDS INC56.1K shares-0.15%2026-06-302026-07-22

JCPB J P MORGAN EXCHANGE TRADED F170.2K shares-1.58%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T37.3K shares-19.03%2026-06-302026-07-22

VXUS VANGUARD STAR FDS90.2K shares6.23%2026-06-302026-07-22

IBDT ISHARES TR300.2K shares13.25%2026-06-302026-07-22

Sponsored

SCHD SCHWAB STRATEGIC TR238.1K shares10.69%2026-06-302026-07-22

IWD ISHARES TR31.0K shares6.55%2026-06-302026-07-22

SDY SPDR SERIES TRUST49.4K shares-2.05%2026-06-302026-07-22

COHR COHERENT CORP19.0K shares8.91%2026-06-302026-07-22

AMRZ AMRIZE LTD140.9K shares1.73%2026-06-302026-07-22

INTC INTEL CORP53.7K shares-1.86%2026-06-302026-07-22

DFSU DIMENSIONAL ETF TRUST158.9K shares19.92%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED21.5K shares13.05%2026-06-302026-07-22

Sponsored

R RYDER SYS INC27.7K shares0.26%2026-06-302026-07-22

PAUG INNOVATOR ETFS TRUST159.1K shares-3.46%2026-06-302026-07-22

IWB ISHARES TR17.1K shares82.66%2026-06-302026-07-22

HPE HEWLETT PACKARD ENTERPRISE C151.2K shares1344.54%2026-06-302026-07-22

ETN EATON CORP PLC16.0K shares68.95%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.3K shares-4.80%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS42.9K shares11.17%2026-06-302026-07-22

GLW CORNING INC25.9K shares-2.65%2026-06-302026-07-22

Sponsored

TJX TJX COS INC NEW43.3K shares8.98%2026-06-302026-07-22

UPS UNITED PARCEL SVCS INC60.9K shares0.55%2026-06-302026-07-22

MUB ISHARES TR60.7K shares6.07%2026-06-302026-07-22

IQLT ISHARES TR130.8K shares-13.09%2026-06-302026-07-22

BMY BRISTOL-MYERS SQUIBB CO111.6K shares-0.23%2026-06-302026-07-22

GE GE AEROSPACE17.1K shares1.69%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION33.2K shares5.28%2026-06-302026-07-22

VUG VANGUARD INDEX FDS72.7K shares553.00%2026-06-302026-07-22

Sponsored

DELL DELL TECHNOLOGIES INC14.4K shares1.50%2026-06-302026-07-22

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL65.0K shares-0.02%2026-06-302026-07-22

LIN LINDE PLC11.8K shares6.83%2026-06-302026-07-22

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC18.3K shares0.82%2026-06-302026-07-22

DIHP DIMENSIONAL ETF TRUST176.5K shares7.31%2026-06-302026-07-22

DFIV DIMENSIONAL ETF TRUST111.4K shares-7.55%2026-06-302026-07-22

SOXX ISHARES TR9.2K shares-17.26%2026-06-302026-07-22

CSX CSX CORP122.8K shares-0.25%2026-06-302026-07-22

Sponsored

GILD GILEAD SCIENCES INC45.4K shares9.63%2026-06-302026-07-22

PFE PFIZER INC233.4K shares2.23%2026-06-302026-07-22

BA BOEING CO25.9K shares1.53%2026-06-302026-07-22

JAVA J P MORGAN EXCHANGE TRADED F69.8K shares-1.71%2026-06-302026-07-22

DGRO ISHARES TR72.1K shares-2.96%2026-06-302026-07-22

TOST TOAST INC193.8K shares0.91%2026-06-302026-07-22

PSX PHILLIPS 6631.6K shares-1.63%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC11.1K shares35.28%2026-06-302026-07-22

Sponsored

SCHE SCHWAB STRATEGIC TR144.3K shares-0.31%2026-06-302026-07-22

FENY FIDELITY COVINGTON TRUST174.9K shares4.39%2026-06-302026-07-22

VRTX VERTEX PHARMACEUTICALS INC10.3K shares8.47%2026-06-302026-07-22

SUB ISHARES TR48.0K shares-12.16%2026-06-302026-07-22

EEM ISHARES TR74.2K shares9.62%2026-06-302026-07-22

SCZ ISHARES TR60.9K shares-5.08%2026-06-302026-07-22

SMTC SEMTECH CORP30.9K shares0.01%2026-06-302026-07-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR19.7K shares0.40%2026-06-302026-07-22

Sponsored

EFAX SPDR INDEX SHS FDS90.9K shares-2.22%2026-06-302026-07-22

ITW ILLINOIS TOOL WKS INC18.1K shares-3.79%2026-06-302026-07-22

SYY SYSCO CORP57.9K shares-3.86%2026-06-302026-07-22

DVY ISHARES TR30.8K shares7.07%2026-06-302026-07-22

CI THE CIGNA GROUP17.4K shares0.97%2026-06-302026-07-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND38.4K shares0.88%2026-06-302026-07-22

PLD PROLOGIS INC.34.7K shares9.29%2026-06-302026-07-22

QLD PROSHARES TR48.3K shares-5.04%2026-06-302026-07-22

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC38.8K shares9.39%2026-06-302026-07-22

DFLV DIMENSIONAL ETF TRUST115.7K shares-1.70%2026-06-302026-07-22

MS MORGAN STANLEY21.8K shares2.97%2026-06-302026-07-22

SERVICENOW INC SERVICENOW INC45.6K shares12.19%2026-06-302026-07-22

UBER UBER TECHNOLOGIES INC62.3K shares2.63%2026-06-302026-07-22

VGT VANGUARD WORLD FD37.3K shares800.07%2026-06-302026-07-22

SUSC ISHARES TR192.5K shares4.39%2026-06-302026-07-22

VLUE ISHARES TR21.6K shares-24.74%2026-06-302026-07-22

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC22.8K sharesnew addition2026-06-302026-07-22

HONEYWELL INTL INC HONEYWELL INTL INC78.6K sharesnew addition2026-06-302026-07-22

ESS ESSEX PPTY TR INC14.7K shares3.02%2026-06-302026-07-22

YUM YUM BRANDS INC26.7K shares5.84%2026-06-302026-07-22

DFEV DIMENSIONAL ETF TRUST98.5K shares-4.05%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR113.9K shares-2.80%2026-06-302026-07-22

WAB WABTEC15.5K shares0.34%2026-06-302026-07-22

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC18.9K sharesnew addition2026-06-302026-07-22

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IBDU ISHARES TR178.2K shares25.28%2026-06-302026-07-22

LOW LOWES COS INC18.5K shares-5.63%2026-06-302026-07-22

BBUS J P MORGAN EXCHANGE TRADED F30.3K shares-0.99%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR89.4K shares-26.75%2026-06-302026-07-22

SCHW SCHWAB CHARLES CORP44.0K shares-0.55%2026-06-302026-07-22

FVD FIRST TR EXCHANGE-TRADED FD83.1K shares-2.05%2026-06-302026-07-22

DEM WISDOMTREE TR74.1K shares2.13%2026-06-302026-07-22

AMGN AMGEN INC10.9K shares3.05%2026-06-302026-07-22

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SHY ISHARES TR48.2K shares15.53%2026-06-302026-07-22

APD AIR PRODUCTS AND CHEMICALS I13.3K shares446.79%2026-06-302026-07-22

COP CONOCOPHILLIPS35.6K shares-0.40%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST76.9K shares-0.61%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC8.8K shares4.89%2026-06-302026-07-22

BWXT BWX TECHNOLOGIES INC18.7K shares0.20%2026-06-302026-07-22

MCO MOODYS CORP7.9K shares11.21%2026-06-302026-07-22

PJUL INNOVATOR ETFS TRUST73.3K shares-20.97%2026-06-302026-07-22

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BOND PIMCO ETF TR38.5K shares-2.84%2026-06-302026-07-22

ORLY OREILLY AUTOMOTIVE INC38.3K shares3.56%2026-06-302026-07-22

MAR MARRIOTT INTL INC NEW9.5K shares8.69%2026-06-302026-07-22

PYLD PIMCO ETF TR131.1K shares-4.11%2026-06-302026-07-22

SPTM SPDR SERIES TRUST38.3K shares38.09%2026-06-302026-07-22

SMH VANECK ETF TRUST5.3K shares-1.35%2026-06-302026-07-22

ESML ISHARES TR61.8K shares-3.84%2026-06-302026-07-22

CALI BLACKROCK ETF TRUST II66.4K shares-17.74%2026-06-302026-07-22

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EBAY EBAY INC.29.8K shares-0.79%2026-06-302026-07-22

VOE VANGUARD INDEX FDS16.6K shares-0.78%2026-06-302026-07-22

LPX LOUISIANA PAC CORP41.8K shares-0.03%2026-06-302026-07-22

CDNS CADENCE DESIGN SYSTEM INC8.7K shares2.97%2026-06-302026-07-22

WFC WELLS FARGO & CO39.4K shares0.80%2026-06-302026-07-22

FV FIRST TR EXCHANGE TRADED FD42.4K shares-1.45%2026-06-302026-07-22

SPG SIMON PPTY GROUP INC NEW14.3K shares-0.08%2026-06-302026-07-22

VBR VANGUARD INDEX FDS12.9K shares1.15%2026-06-302026-07-22

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MSGS MADISON SQUARE GRDN SPRT COR7.8K shares-5.61%2026-06-302026-07-22

BX BLACKSTONE INC26.3K shares-6.46%2026-06-302026-07-22

KLAC KLA CORP10.2K shares1290.57%2026-06-302026-07-22

ECL ECOLAB INC10.9K shares3.43%2026-06-302026-07-22

TEL TE CONNECTIVITY PLC15.0K shares1.17%2026-06-302026-07-22

VXF VANGUARD INDEX FDS12.3K shares-57.76%2026-06-302026-07-22

REGN REGENERON PHARMACEUTICALS4.7K shares-3.02%2026-06-302026-07-22

VMBS VANGUARD SCOTTSDALE FDS63.2K shares-37.64%2026-06-302026-07-22

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IUSV ISHARES TR26.7K shares0.52%2026-06-302026-07-22

LRCX LAM RESEARCH CORP6.7K shares18.24%2026-06-302026-07-22

EFG ISHARES TR23.4K shares27.77%2026-06-302026-07-22

TMO THERMO FISHER SCIENTIFIC INC5.7K shares-0.79%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F34.2K shares-2.80%2026-06-302026-07-22

IYR ISHARES TR27.8K shares345.57%2026-06-302026-07-22

IAU ISHARES GOLD TR37.5K shares3.78%2026-06-302026-07-22

IBM INTERNATIONAL BUSINESS MACHS10.1K shares57.75%2026-06-302026-07-22

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IVOV VANGUARD ADMIRAL FDS INC24.7K shares-0.86%2026-06-302026-07-22

SHYG ISHARES TR66.3K shares-2.11%2026-06-302026-07-22

TT TRANE TECHNOLOGIES PLC5.7K shares-14.73%2026-06-302026-07-22

ASML ASML HLDG NV1.4K shares12.85%2026-06-302026-07-22

SUSA ISHARES TR18.1K shares-10.65%2026-06-302026-07-22

NVT NVENT ELEC PLC16.1K shares19.78%2026-06-302026-07-22

ACWI ISHARES TR17.2K shares72.29%2026-06-302026-07-22

NEXTERA ENERGY INC NEXTERA ENERGY INC29.9K shares4.81%2026-06-302026-07-22

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PZT INVESCO EXCH TRADED FD TR II113.3K shares8.07%2026-06-302026-07-22

CEG CONSTELLATION ENERGY CORP10.3K shares1.64%2026-06-302026-07-22

RDNT RADNET INC40.7K shares0.00%2026-06-302026-07-22

TWLO TWILIO INC12.0K shares0.65%2026-06-302026-07-22

RAAX VANECK ETF TRUST62.6K shares0.05%2026-06-302026-07-22

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC21.1K shares-3.08%2026-06-302026-07-22

QCOM QUALCOMM INC13.0K shares16.94%2026-06-302026-07-22

IXG ISHARES TR19.2K shares4.97%2026-06-302026-07-22

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VNQ VANGUARD INDEX FDS24.5K shares-21.33%2026-06-302026-07-22

SPHD INVESCO EXCH TRADED FD TR II44.8K shares34.84%2026-06-302026-07-22

EEMX SPDR INDEX SHS FDS41.7K shares-0.38%2026-06-302026-07-22

DON WISDOMTREE TR39.6K shares38.65%2026-06-302026-07-22

MMC MARSH & MCLENNAN COS INC13.3K shares-0.54%2026-06-302026-07-22

HOOD ROBINHOOD MKTS INC22.1K shares1.29%2026-06-302026-07-22

IBDV ISHARES TR101.0K shares10.58%2026-06-302026-07-22

SCHV SCHWAB STRATEGIC TR62.4K shares0.00%2026-06-302026-07-22

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SHW SHERWIN WILLIAMS CO6.3K shares-2.41%2026-06-302026-07-22

TEX TEREX CORP NEW29.8K shares0.09%2026-06-302026-07-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares2.01%2026-06-302026-07-22

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.8K shares12.58%2026-06-302026-07-22

ABT ABBOTT LABORATORIES23.5K shares2.95%2026-06-302026-07-22

ROST ROSS STORES INC10.0K shares0.83%2026-06-302026-07-22

CRM SALESFORCE INC13.6K shares-17.57%2026-06-302026-07-22

IBB ISHARES TR11.2K shares0.04%2026-06-302026-07-22

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VZ VERIZON COMMUNICATIONS INC50.0K shares1.72%2026-06-302026-07-22

F FORD MTR CO151.5K shares0.85%2026-06-302026-07-22

SOUTHERN CO SOUTHERN CO21.9K shares0.02%2026-06-302026-07-22

BKNG BOOKING HOLDINGS INC11.7K shares2242.80%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS24.6K shares-45.15%2026-06-302026-07-22

FNDF SCHWAB STRATEGIC TR38.6K shares-8.71%2026-06-302026-07-22

SCHO SCHWAB STRATEGIC TR84.3K sharesnew addition2026-06-302026-07-22

TXN TEXAS INSTRS INC6.7K shares-3.00%2026-06-302026-07-22

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LNG CHENIERE ENERGY INC8.4K shares-4.60%2026-06-302026-07-22

DDFJ INNOVATOR ETFS TRUST100.3K sharesnew addition2026-06-302026-07-22

VIGI VANGUARD WHITEHALL FDS21.1K shares-5.64%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS38.2K shares0.38%2026-06-302026-07-22

TAPR INNOVATOR ETFS TRUST72.4K shares-0.01%2026-06-302026-07-22

JPIE J P MORGAN EXCHANGE TRADED F41.5K shares-0.99%2026-06-302026-07-22

GLOF ISHARES TR32.5K shares-2.48%2026-06-302026-07-22

VIOV VANGUARD ADMIRAL FDS INC16.2K shares0.00%2026-06-302026-07-22

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COF CAPITAL ONE FINL CORP9.4K shares-2.17%2026-06-302026-07-22

JMOM J P MORGAN EXCHANGE TRADED F21.9K shares-2.89%2026-06-302026-07-22

SPIB SPDR SERIES TRUST55.9K shares11.33%2026-06-302026-07-22

IYM ISHARES TR10.4K shares38.80%2026-06-302026-07-22

TLH ISHARES TR18.6K shares-5.11%2026-06-302026-07-22

COIN COINBASE GLOBAL INC12.6K shares13.32%2026-06-302026-07-22

VV VANGUARD INDEX FDS5.4K shares-0.04%2026-06-302026-07-22

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST60.0K sharesnew addition2026-06-302026-07-22

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EMR EMERSON ELEC CO12.7K shares-52.56%2026-06-302026-07-22

IWP ISHARES TR12.4K shares-0.17%2026-06-302026-07-22

IEUR ISHARES TR23.8K shares-2.52%2026-06-302026-07-22

BIV VANGUARD BD INDEX FDS23.3K shares36.92%2026-06-302026-07-22

ZMAR INNOVATOR ETFS TRUST63.0K shares-0.04%2026-06-302026-07-22

IDV ISHARES TR42.7K shares19.19%2026-06-302026-07-22

FTCB FIRST TR EXCHANGE-TRADED FD84.5K shares3.83%2026-06-302026-07-22

PM PHILIP MORRIS INTL INC9.7K shares6.78%2026-06-302026-07-22

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SCHX SCHWAB STRATEGIC TR59.8K shares-0.08%2026-06-302026-07-22

ABNB AIRBNB INC12.3K shares-3.93%2026-06-302026-07-22

CME CME GROUP INC8.0K shares7.24%2026-06-302026-07-22

RACE FERRARI N V4.7K shares-4.64%2026-06-302026-07-22

JQUA J P MORGAN EXCHANGE TRADED F23.9K shares-2.87%2026-06-302026-07-22

SOFI SOFI TECHNOLOGIES INC96.0K shares0.97%2026-06-302026-07-22

DDFN INNOVATOR ETFS TRUST85.5K shares0.00%2026-06-302026-07-22

DHR DANAHER CORP DEL9.0K shares-6.35%2026-06-302026-07-22

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ICSH ISHARES TR33.6K shares-0.41%2026-06-302026-07-22

IGM ISHARES TR10.3K shares-0.05%2026-06-302026-07-22

VIOO VANGUARD ADMIRAL FDS INC12.2K shares0.00%2026-06-302026-07-22

FCAL FIRST TR EXCH TRADED FD III33.4K shares-76.74%2026-06-302026-07-22

AME AMETEK INC6.8K shares1.94%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR56.9K shares-2.36%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST36.5K shares48.15%2026-06-302026-07-22

INDA ISHARES TR32.7K shares2.19%2026-06-302026-07-22

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DFSI DIMENSIONAL ETF TRUST35.1K shares122.47%2026-06-302026-07-22

MPC MARATHON PETE CORP6.1K shares-3.92%2026-06-302026-07-22

PYPL PAYPAL HLDGS INC36.3K shares-2.96%2026-06-302026-07-22

DBEF DBX ETF TR28.2K shares-19.98%2026-06-302026-07-22

LMT LOCKHEED MARTIN CORP2.9K shares6.31%2026-06-302026-07-22

XLI SELECT SECTOR SPDR TR8.1K shares29.28%2026-06-302026-07-22

GTEK GOLDMAN SACHS ETF TR23.9K shares-1.66%2026-06-302026-07-22

USMV ISHARES TR15.5K shares-9.92%2026-06-302026-07-22

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WPM WHEATON PRECIOUS METALS CORP13.2K shares-3.11%2026-06-302026-07-22

CARR CARRIER GLOBAL CORPORATION20.2K shares-13.37%2026-06-302026-07-22

MCK MCKESSON CORP1.9K shares13.87%2026-06-302026-07-22

AVBH AVIDBANK HLDGS INC44.2K shares-18.45%2026-06-302026-07-22

JBL JABIL INC3.8K shares1.53%2026-06-302026-07-22

SHEL SHELL PLC18.8K shares4.63%2026-06-302026-07-22

VOYA VOYA FINANCIAL INC16.0K shares-3.74%2026-06-302026-07-22

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NVR NVR INC210 shares2.94%2026-06-302026-07-22

COR CENCORA INC5.0K shares378.47%2026-06-302026-07-22

CLOUDFLARE INC CLOUDFLARE INC5.7K shares3.72%2026-06-302026-07-22

VBIL VANGUARD INSTL INDEX FD18.2K shares0.00%2026-06-302026-07-22

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1.6K shares1.01%2026-06-302026-07-22

IXN ISHARES TR9.5K shares0.03%2026-06-302026-07-22

UPSTART HLDGS INC UPSTART HLDGS INC38.2K shares-0.06%2026-06-302026-07-22

ADP AUTOMATIC DATA PROCESSING IN6.0K shares6.21%2026-06-302026-07-22

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SLYV SPDR SERIES TRUST12.3K shares0.33%2026-06-302026-07-22

IGIB ISHARES TR25.0K shares-22.94%2026-06-302026-07-22

MDLZ MONDELEZ INTL INC22.6K shares-0.47%2026-06-302026-07-22

NKE NIKE INC31.9K shares14.18%2026-06-302026-07-22

AWK AMERICAN WTR WKS CO INC NEW9.9K shares-0.11%2026-06-302026-07-22

DFSV DIMENSIONAL ETF TRUST33.4K shares12.66%2026-06-302026-07-22

NSC NORFOLK SOUTHN CORP4.1K shares-2.75%2026-06-302026-07-22

XCEM COLUMBIA ETF TR II24.3K shares0.00%2026-06-302026-07-22

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SERVICETITAN INC SERVICETITAN INC17.9K shares0.00%2026-06-302026-07-22

PHO INVESCO EXCHANGE TRADED FD T18.1K shares0.80%2026-06-302026-07-22

TDG TRANSDIGM GROUP INC929 shares-3.73%2026-06-302026-07-22

FTSM FIRST TR EXCHANGE-TRADED FD20.6K shares0.00%2026-06-302026-07-22

VSS VANGUARD INTL EQUITY INDEX F8.0K shares23.01%2026-06-302026-07-22

ALL ALLSTATE CORP5.1K shares-1.37%2026-06-302026-07-22

FNV FRANCO NEV CORP5.8K shares-4.14%2026-06-302026-07-22

T AT&T INC58.5K shares38.27%2026-06-302026-07-22

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Q QNITY ELECTRONICS INC7.3K shares0.48%2026-06-302026-07-22

TFLO ISHARES TR23.6K shares0.00%2026-06-302026-07-22

PFEB INNOVATOR ETFS TRUST27.7K shares-0.49%2026-06-302026-07-22

HSBC HSBC HLDGS PLC12.5K shares-2.96%2026-06-302026-07-22

EWC ISHARES INC20.6K shares-0.22%2026-06-302026-07-22

FTGC FIRST TR EXCHANGE TRAD FD VI43.7K shares-2.21%2026-06-302026-07-22

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD12.3K shares4.43%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS22.6K shares-12.36%2026-06-302026-07-22

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CORTEVA INC CORTEVA INC13.7K shares1.67%2026-06-302026-07-22

FNDC SCHWAB STRATEGIC TR23.9K shares-2.34%2026-06-302026-07-22

VGK VANGUARD INTL EQUITY INDEX F13.0K shares1.59%2026-06-302026-07-22

GD GENERAL DYNAMICS CORP3.2K shares0.47%2026-06-302026-07-22

DFIC DIMENSIONAL ETF TRUST30.7K shares9.84%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR7.2K shares1.07%2026-06-302026-07-22

PAYX PAYCHEX INC11.5K shares-10.59%2026-06-302026-07-22

XYL XYLEM INC9.5K shares-0.23%2026-06-302026-07-22

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DDFF INNOVATOR ETFS TRUST55.8K sharesnew addition2026-06-302026-07-22

KMB KIMBERLY-CLARK CORP10.1K shares1.87%2026-06-302026-07-22

3M CO 3M CO6.8K shares-0.25%2026-06-302026-07-22

ISRG INTUITIVE SURGICAL INC2.8K shares-6.00%2026-06-302026-07-22

AER AERCAP HOLDINGS NV7.5K shares-0.33%2026-06-302026-07-22

MEDTRONIC PLC MEDTRONIC PLC14.0K shares6.61%2026-06-302026-07-22

ASTS AST SPACEMOBILE INC12.3K shares0.19%2026-06-302026-07-22

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GOVT ISHARES TR47.7K shares-61.62%2026-06-302026-07-22

XLRE SELECT SECTOR SPDR TR24.5K shares86.31%2026-06-302026-07-22

USB US BANCORP17.8K shares-1.40%2026-06-302026-07-22

QXO QXO INC61.6K shares21.90%2026-06-302026-07-22

PNR PENTAIR PLC13.7K shares-1.77%2026-06-302026-07-22

CTAS CINTAS CORP6.2K shares1.90%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F20.5K sharesnew addition2026-06-302026-07-22

MSGE MADISON SQUARE GARDEN ENTMT12.9K shares-5.50%2026-06-302026-07-22

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JGRO J P MORGAN EXCHANGE TRADED F10.6K shares-1.07%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS10.6K shares-4.83%2026-06-302026-07-22

MP MP MATERIALS CORP18.6K shares1.08%2026-06-302026-07-22

TGT TARGET CORP7.9K shares34.51%2026-06-302026-07-22

PFM INVESCO EXCHANGE TRADED FD T18.7K shares-16.77%2026-06-302026-07-22

FREEPORT MCMORAN INC FREEPORT MCMORAN INC16.4K shares0.85%2026-06-302026-07-22

DHI D R HORTON INC6.3K shares20.54%2026-06-302026-07-22

CMI CUMMINS INC1.4K shares1.06%2026-06-302026-07-22

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URBN URBAN OUTFITTERS INC14.4K shares0.01%2026-06-302026-07-22

DAL DELTA AIR LINES INC10.9K shares3.84%2026-06-302026-07-22

CL COLGATE PALMOLIVE CO11.1K shares6.54%2026-06-302026-07-22

FICO FAIR ISAAC CORP845 shares1.08%2026-06-302026-07-22

VSDM VANGUARD MUN BD FDS13.1K sharesnew addition2026-06-302026-07-22

INTF ISHARES TR24.5K shares-16.00%2026-06-302026-07-22

TMUS T-MOBILE US INC5.8K shares-1.71%2026-06-302026-07-22

APH AMPHENOL CORP5.5K shares5.63%2026-06-302026-07-22

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IJS ISHARES TR7.1K shares32.49%2026-06-302026-07-22

MDYG SPDR SERIES TRUST8.6K shares-0.91%2026-06-302026-07-22

GAA CAMBRIA ETF TR28.1K shares237.86%2026-06-302026-07-22

IHI ISHARES TR19.5K shares18.69%2026-06-302026-07-22

EA ELECTRONIC ARTS INC4.7K shares-2.56%2026-06-302026-07-22

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST47.9K sharesnew addition2026-06-302026-07-22

TDIV FIRST TR EXCHANGE TRADED FD8.3K shares0.00%2026-06-302026-07-22

EXE EXPAND ENERGY CORPORATION10.5K shares-1.54%2026-06-302026-07-22

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IEI ISHARES TR8.1K shares-25.28%2026-06-302026-07-22

UMBF UMB FINL CORP6.7K sharesnew addition2026-06-302026-07-22

FAST FASTENAL CO19.7K shares4.47%2026-06-302026-07-22

BOXX EA SERIES TRUST8.0K shares0.00%2026-06-302026-07-22

DES WISDOMTREE TR23.0K shares8.05%2026-06-302026-07-22

VONE VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-06-302026-07-22

OEF ISHARES TR2.5K shares-21.24%2026-06-302026-07-22

VONV VANGUARD SCOTTSDALE FDS8.7K shares0.00%2026-06-302026-07-22

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QUANTA SVCS INC QUANTA SVCS INC1.3K shares5.03%2026-06-302026-07-22

SJM SMUCKER J M CO8.1K shares-6.41%2026-06-302026-07-22

IWN ISHARES TR4.1K shares0.59%2026-06-302026-07-22

PHYS SPROTT ASSET MANAGEMENT LP30.1K shares0.00%2026-06-302026-07-22

VLO VALERO ENERGY CORP3.5K shares-46.13%2026-06-302026-07-22

HCA HCA HEALTHCARE INC2.3K shares-4.88%2026-06-302026-07-22

AFL AFLAC INC7.7K shares2.86%2026-06-302026-07-22

SONY SONY GROUP CORP44.0K shares-3.58%2026-06-302026-07-22

Sponsored

CCJ CAMECO CORP8.7K shares-18.59%2026-06-302026-07-22

DGCB DIMENSIONAL ETF TRUST16.0K sharesnew addition2026-06-302026-07-22

EW EDWARDS LIFESCIENCES CORP9.6K shares2.65%2026-06-302026-07-22

SW SMURFIT WESTROCK PLC18.7K shares1.80%2026-06-302026-07-22

WF WOORI FINL GROUP INC15.0K shares16.47%2026-06-302026-07-22

ISTB ISHARES TR17.9K shares-7.90%2026-06-302026-07-22

CMG CHIPOTLE MEXICAN GRILL INC25.1K shares-6.71%2026-06-302026-07-22

ANET ARISTA NETWORKS INC5.0K shares8.85%2026-06-302026-07-22

Sponsored

XLC SELECT SECTOR SPDR TR7.8K shares-49.25%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC3.4K shares1.45%2026-06-302026-07-22

EPD ENTERPRISE PRODS PARTNERS L22.4K shares43.96%2026-06-302026-07-22

CBC CENTRAL BANCOMPANY26.9K shares-49.63%2026-06-302026-07-22

VANECK ETF TRUST VANECK ETF TRUST10.8K shares-18.68%2026-06-302026-07-22

RSG REPUBLIC SVCS INC3.8K shares-0.83%2026-06-302026-07-22

BLK BLACKROCK INC842 shares6.05%2026-06-302026-07-22

AEP AMERICAN ELEC PWR CO INC5.9K shares-5.51%2026-06-302026-07-22

Sponsored

VTWV VANGUARD SCOTTSDALE FDS4.1K shares0.34%2026-06-302026-07-22

SCHC SCHWAB STRATEGIC TR16.6K shares0.55%2026-06-302026-07-22

CAVA CAVA GROUP INC10.1K shares0.01%2026-06-302026-07-22

RYN RAYONIER INC37.4K shares-0.91%2026-06-302026-07-22

VHT VANGUARD WORLD FD2.6K shares16.64%2026-06-302026-07-22

TROW PRICE T ROWE GROUP INC6.9K sharesnew addition2026-06-302026-07-22

CW CURTISS WRIGHT CORP1.0K shares2.46%2026-06-302026-07-22

IEF ISHARES TR8.3K shares62.02%2026-06-302026-07-22

Sponsored

ISHG ISHARES TR10.6K shares11.83%2026-06-302026-07-22

MSI MOTOROLA SOLUTIONS INC1.9K shares1.18%2026-06-302026-07-22

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares38.20%2026-06-302026-07-22

MRVL MARVELL TECHNOLOGY INC2.6K shares28.96%2026-06-302026-07-22

SPDR SERIES TRUST

27.71%

Shares5.1M

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

3.85%

Shares16.1M

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

15.78%

Shares4.9M

Event2026-06-30

Filed2026-07-22

MBB

ISHARES TR

16.24%

Shares2.4M

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.01%

Shares763.4K

Event2026-06-30

Filed2026-07-22

BIL

SPDR SERIES TRUST

8.65%

Shares2.2M

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

3.90%

Shares451.5K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-1.03%

Shares222.5K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

10.42%

Shares484.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-16.77%

Shares179.3K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

-16.86%

Shares1.7M

Event2026-06-30

Filed2026-07-22

QLTA

ISHARES TR

17.86%

Shares2.7M

Event2026-06-30

Filed2026-07-22

IGSB

ISHARES TR

15.38%

Shares2.4M

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

16.65%

Shares335.7K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

2.78%

Shares583.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.92%

Shares307.8K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

4.08%

Shares476.8K

Event2026-06-30

Filed2026-07-22

ISHARES TR

7.55%

Shares1.2M

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

29.83%

Shares1.8M

Event2026-06-30

Filed2026-07-22

VFLO

VICTORY PORTFOLIOS II

4.93%

Shares2.3M

Event2026-06-30

Filed2026-07-22

GCAL

GOLDMAN SACHS ETF TR

-0.42%

Shares1.9M

Event2026-06-30

Filed2026-07-22

EMXC

ISHARES INC

-3.68%

Shares920.9K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

3.01%

Shares134.6K

Event2026-06-30

Filed2026-07-22

GBIL

GOLDMAN SACHS ETF TR

-22.70%

Shares884.6K

Event2026-06-30

Filed2026-07-22

GFLW

VICTORY PORTFOLIOS II

11.33%

Shares2.6M

Event2026-06-30

Filed2026-07-22

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares4.3M

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

16.77%

Shares1.6M

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

30.83%

Shares92.5K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

-3.94%

Shares550.5K

Event2026-06-30

Filed2026-07-22

VTEC

VANGUARD CALIF TAX FREE FDS

-0.37%

Shares634.0K

Event2026-06-30

Filed2026-07-22

QUAL

ISHARES TR

-3.80%

Shares289.3K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

3.91%

Shares177.6K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

10.40%

Shares380.4K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

8.81%

Shares613.3K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

22.20%

Shares908.8K

Event2026-06-30

Filed2026-07-22

IVE

ISHARES TR

-6.08%

Shares260.2K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

8.01%

Shares739.4K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

11.08%

Shares591.9K

Event2026-06-30

Filed2026-07-22

ISHARES TR

9.90%

Shares529.9K

Event2026-06-30

Filed2026-07-22

JPLD

J P MORGAN EXCHANGE TRADED F

5.69%

Shares970.5K

Event2026-06-30

Filed2026-07-22

DFIS

DIMENSIONAL ETF TRUST

9.76%

Shares1.4M

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

-1.81%

Shares433.1K

Event2026-06-30

Filed2026-07-22

GEME

2023 ETF SERIES TRUST

4.69%

Shares1.0M

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-23.87%

Shares636.8K

Event2026-06-30

Filed2026-07-22

JTEK

J P MORGAN EXCHANGE TRADED F

8.43%

Shares397.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

1.22%

Shares135.2K

Event2026-06-30

Filed2026-07-22

GMUB

GOLDMAN SACHS ETF TR

19.07%

Shares854.4K

Event2026-06-30

Filed2026-07-22

CGIB

CAPITAL GRP FIXED INCM ETF T

16.74%

Shares1.7M

Event2026-06-30

Filed2026-07-22

PAVE

GLOBAL X FDS

New

Shares728.1K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

9.28%

Shares890.8K

Event2026-06-30

Filed2026-07-22

XLF

SELECT SECTOR SPDR TR

18.45%

Shares759.7K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

2.40%

Shares499.8K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

13.17%

Shares77.0K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

0.82%

Shares356.7K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-0.18%

Shares220.7K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

2.19%

Shares94.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-1.06%

Shares112.8K

Event2026-06-30

Filed2026-07-22

TBLL

INVESCO EXCH TRADED FD TR II

-2.67%

Shares317.6K

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

2.15%

Shares310.1K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-12.74%

Shares55.8K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

18.62%

Shares542.9K

Event2026-06-30

Filed2026-07-22

FLMI

FRANKLIN TEMPLETON ETF TR

18.54%

Shares1.2M

Event2026-06-30

Filed2026-07-22

PWZ

INVESCO EXCH TRADED FD TR II

0.46%

Shares1.2M

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-1.12%

Shares114.6K

Event2026-06-30

Filed2026-07-22

EPI

WISDOMTREE TR

11.38%

Shares662.0K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

4.15%

Shares26.0K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

3.68%

Shares23.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

4.04%

Shares240.4K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

8.47%

Shares544.7K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

7.14%

Shares27.1K

Event2026-06-30

Filed2026-07-22

DYNF

BLACKROCK ETF TRUST

-9.03%

Shares369.2K

Event2026-06-30

Filed2026-07-22

BINC

BLACKROCK ETF TRUST II

-25.95%

Shares478.1K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.02%

Shares129.0K

Event2026-06-30

Filed2026-07-22

SNDK

SANDISK CORP

1.10%

Shares10.6K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

1.67%

Shares23.1K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

-1.38%

Shares32.7K

Event2026-06-30

Filed2026-07-22

PPA

INVESCO EXCHANGE TRADED FD T

-67.68%

Shares129.2K

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

498.98%

Shares275.8K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

7.76%

Shares31.1K

Event2026-06-30

Filed2026-07-22

WDC

WESTERN DIGITAL CORP

0.54%

Shares34.9K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

-2.65%

Shares624.7K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-2.75%

Shares141.3K

Event2026-06-30

Filed2026-07-22

CATF

AMERICAN CENTY ETF TR

0.34%

Shares413.3K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

308.47%

Shares166.0K

Event2026-06-30

Filed2026-07-22

VISA INC

3.20%

Shares58.7K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-1.14%

Shares47.2K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

-1.78%

Shares246.5K

Event2026-06-30

Filed2026-07-22

TLT

ISHARES TR

368.97%

Shares226.3K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

0.60%

Shares54.0K

Event2026-06-30

Filed2026-07-22

INVESCO EXCH TRADED FD TR II

13.73%

Shares785.5K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

45.33%

Shares48.3K

Event2026-06-30

Filed2026-07-22

MCHB

MECHANICS BANCORP

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-19.04%

Shares120.8K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

3.93%

Shares67.9K

Event2026-06-30

Filed2026-07-22

SPTS

SPDR SERIES TRUST

6.79%

Shares573.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

2.42%

Shares76.2K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

12.79%

Shares69.5K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

46.47%

Shares99.1K

Event2026-06-30

Filed2026-07-22

TCAF

T ROWE PRICE EXCHANGE-TRADED

-0.29%

Shares395.8K

Event2026-06-30

Filed2026-07-22

GVI

ISHARES TR

3.41%

Shares152.8K

Event2026-06-30

Filed2026-07-22

PAPR

INNOVATOR ETFS TRUST

-7.83%

Shares383.2K

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

0.02%

Shares117.3K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

-2.85%

Shares117.4K

Event2026-06-30

Filed2026-07-22

JPST

J P MORGAN EXCHANGE TRADED F

3.49%

Shares306.0K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

13.42%

Shares26.2K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

-0.79%

Shares259.2K

Event2026-06-30

Filed2026-07-22

AKRE

PROFESIONALLY MANAGED PORTFO

-19.47%

Shares277.5K

Event2026-06-30

Filed2026-07-22

IAPR

INNOVATOR ETFS TRUST

-12.52%

Shares437.2K

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.35%

Shares52.4K

Event2026-06-30

Filed2026-07-22

CISCO SYS INC

39.97%

Shares115.6K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-26.00%

Shares162.3K

Event2026-06-30

Filed2026-07-22

EQIX

EQUINIX INC

0.81%

Shares12.6K

Event2026-06-30

Filed2026-07-22

FMB

FIRST TR EXCH TRADED FD III

-1.04%

Shares251.3K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

7.73%

Shares11.1K

Event2026-06-30

Filed2026-07-22

MRK

MERCK & CO INC

0.29%

Shares99.8K

Event2026-06-30

Filed2026-07-22

NYF

ISHARES TR

4.84%

Shares233.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

10.30%

Shares92.1K

Event2026-06-30

Filed2026-07-22

DFSB

DIMENSIONAL ETF TRUST

-1.46%

Shares241.5K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

1.80%

Shares129.9K

Event2026-06-30

Filed2026-07-22

PEP

PEPSICO INC

48.55%

Shares92.1K

Event2026-06-30

Filed2026-07-22

GMNY

GOLDMAN SACHS ETF TR

7.20%

Shares244.6K

Event2026-06-30

Filed2026-07-22

SBUX

STARBUCKS CORP

6.94%

Shares118.9K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares16

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS INTERNATION

3.74%

Shares81.8K

Event2026-06-30

Filed2026-07-22

MNST

MONSTER BEVERAGE CORP NEW

-2.23%

Shares115.9K

Event2026-06-30

Filed2026-07-22

IWL

ISHARES TR

-9.37%

Shares60.1K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

65.31%

Shares20.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

366.57%

Shares133.7K

Event2026-06-30

Filed2026-07-22

DUHP

DIMENSIONAL ETF TRUST

9.92%

Shares252.3K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

-2.46%

Shares30.7K

Event2026-06-30

Filed2026-07-22

TPL

TEXAS PACIFIC LAND CORPORATI

0.13%

Shares23.4K

Event2026-06-30

Filed2026-07-22

ESGE

ISHARES INC

-5.93%

Shares186.7K

Event2026-06-30

Filed2026-07-22

VOOV

VANGUARD ADMIRAL FDS INC

-1.68%

Shares46.2K

Event2026-06-30

Filed2026-07-22

BATRK

ATLANTA BRAVES HLDGS INC

3.88%

Shares192.3K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

4.85%

Shares33.2K

Event2026-06-30

Filed2026-07-22

MCD

MCDONALDS CORP

-3.20%

Shares36.7K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

6.24%

Shares24.7K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

6.66%

Shares43.1K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

1.88%

Shares392.4K

Event2026-06-30

Filed2026-07-22

PANW

PALO ALTO NETWORKS INC

14.70%

Shares27.8K

Event2026-06-30

Filed2026-07-22

NUBD

NUSHARES ETF TR

6.18%

Shares426.1K

Event2026-06-30

Filed2026-07-22

DEERE & CO

-11.51%

Shares14.4K

Event2026-06-30

Filed2026-07-22

DSI

ISHARES TR

-10.85%

Shares63.1K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-0.97%

Shares109.7K

Event2026-06-30

Filed2026-07-22

S&P GLOBAL INC

-1.08%

Shares21.8K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

0.64%

Shares59.8K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

-1.22%

Shares122.6K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

-1.34%

Shares62.5K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

2.56%

Shares7.4K

Event2026-06-30

Filed2026-07-22

XJH

ISHARES TR

-0.11%

Shares165.1K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

0.29%

Shares104.5K

Event2026-06-30

Filed2026-07-22

IBDS

ISHARES TR

6.22%

Shares351.6K

Event2026-06-30

Filed2026-07-22

KEYS

KEYSIGHT TECHNOLOGIES INC

6.01%

Shares24.2K

Event2026-06-30

Filed2026-07-22

PARKER-HANNIFIN CORP

2.28%

Shares8.5K

Event2026-06-30

Filed2026-07-22

FDX

FEDEX CORP

1.37%

Shares26.3K

Event2026-06-30

Filed2026-07-22

IVOG

VANGUARD ADMIRAL FDS INC

-0.15%

Shares56.1K

Event2026-06-30

Filed2026-07-22

JCPB

J P MORGAN EXCHANGE TRADED F

-1.58%

Shares170.2K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-19.03%

Shares37.3K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

6.23%

Shares90.2K

Event2026-06-30

Filed2026-07-22

IBDT

ISHARES TR

13.25%

Shares300.2K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

10.69%

Shares238.1K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

6.55%

Shares31.0K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

-2.05%

Shares49.4K

Event2026-06-30

Filed2026-07-22

COHR

COHERENT CORP

8.91%

Shares19.0K

Event2026-06-30

Filed2026-07-22

AMRZ

AMRIZE LTD

1.73%

Shares140.9K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

-1.86%

Shares53.7K

Event2026-06-30

Filed2026-07-22

DFSU

DIMENSIONAL ETF TRUST

19.92%

Shares158.9K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

13.05%

Shares21.5K

Event2026-06-30

Filed2026-07-22

RYDER SYS INC

0.26%

Shares27.7K

Event2026-06-30

Filed2026-07-22

PAUG

INNOVATOR ETFS TRUST

-3.46%

Shares159.1K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

82.66%

Shares17.1K

Event2026-06-30

Filed2026-07-22

HPE

HEWLETT PACKARD ENTERPRISE C

1344.54%

Shares151.2K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

68.95%

Shares16.0K

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

-4.80%

Shares13.3K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

11.17%

Shares42.9K

Event2026-06-30

Filed2026-07-22

GLW

CORNING INC

-2.65%

Shares25.9K

Event2026-06-30

Filed2026-07-22

TJX

TJX COS INC NEW

8.98%

Shares43.3K

Event2026-06-30

Filed2026-07-22

UPS

UNITED PARCEL SVCS INC

0.55%

Shares60.9K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

6.07%

Shares60.7K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

-13.09%

Shares130.8K

Event2026-06-30

Filed2026-07-22

BMY

BRISTOL-MYERS SQUIBB CO

-0.23%

Shares111.6K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

1.69%

Shares17.1K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

5.28%

Shares33.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

553.00%

Shares72.7K

Event2026-06-30

Filed2026-07-22

DELL

DELL TECHNOLOGIES INC

1.50%

Shares14.4K

Event2026-06-30

Filed2026-07-22

LIBERTY MEDIA CORP DEL

-0.02%

Shares65.0K

Event2026-06-30

Filed2026-07-22

LIN

LINDE PLC

6.83%

Shares11.8K

Event2026-06-30

Filed2026-07-22

TRAVELERS COMPANIES INC

0.82%

Shares18.3K

Event2026-06-30

Filed2026-07-22

DIHP

DIMENSIONAL ETF TRUST

7.31%

Shares176.5K

Event2026-06-30

Filed2026-07-22

DFIV

DIMENSIONAL ETF TRUST

-7.55%

Shares111.4K

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

-17.26%

Shares9.2K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

-0.25%

Shares122.8K

Event2026-06-30

Filed2026-07-22

GILD

GILEAD SCIENCES INC

9.63%

Shares45.4K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

2.23%

Shares233.4K

Event2026-06-30

Filed2026-07-22

BOEING CO

1.53%

Shares25.9K

Event2026-06-30

Filed2026-07-22

JAVA

J P MORGAN EXCHANGE TRADED F

-1.71%

Shares69.8K

Event2026-06-30

Filed2026-07-22

DGRO

ISHARES TR

-2.96%

Shares72.1K

Event2026-06-30

Filed2026-07-22

TOST

TOAST INC

0.91%

Shares193.8K

Event2026-06-30

Filed2026-07-22

PSX

PHILLIPS 66

-1.63%

Shares31.6K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

35.28%

Shares11.1K

Event2026-06-30

Filed2026-07-22

SCHE

SCHWAB STRATEGIC TR

-0.31%

Shares144.3K

Event2026-06-30

Filed2026-07-22

FENY

FIDELITY COVINGTON TRUST

4.39%

Shares174.9K

Event2026-06-30

Filed2026-07-22

VRTX

VERTEX PHARMACEUTICALS INC

8.47%

Shares10.3K

Event2026-06-30

Filed2026-07-22

SUB

ISHARES TR

-12.16%

Shares48.0K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

9.62%

Shares74.2K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

-5.08%

Shares60.9K

Event2026-06-30

Filed2026-07-22

SMTC

SEMTECH CORP

0.01%

Shares30.9K

Event2026-06-30

Filed2026-07-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.40%

Shares19.7K

Event2026-06-30

Filed2026-07-22

EFAX

SPDR INDEX SHS FDS

-2.22%

Shares90.9K

Event2026-06-30

Filed2026-07-22

ITW

ILLINOIS TOOL WKS INC

-3.79%

Shares18.1K

Event2026-06-30

Filed2026-07-22

SYY

SYSCO CORP

-3.86%

Shares57.9K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

7.07%

Shares30.8K

Event2026-06-30

Filed2026-07-22

THE CIGNA GROUP

0.97%

Shares17.4K

Event2026-06-30

Filed2026-07-22

ACCENTURE PLC IRELAND

0.88%

Shares38.4K

Event2026-06-30

Filed2026-07-22

PLD

PROLOGIS INC.

9.29%

Shares34.7K

Event2026-06-30

Filed2026-07-22

QLD

PROSHARES TR

-5.04%

Shares48.3K

Event2026-06-30

Filed2026-07-22

APOLLO GLOBAL MGMT INC

9.39%

Shares38.8K

Event2026-06-30

Filed2026-07-22

DFLV

DIMENSIONAL ETF TRUST

-1.70%

Shares115.7K

Event2026-06-30

Filed2026-07-22

MORGAN STANLEY

2.97%

Shares21.8K

Event2026-06-30

Filed2026-07-22

SERVICENOW INC

12.19%

Shares45.6K

Event2026-06-30

Filed2026-07-22

UBER

UBER TECHNOLOGIES INC

2.63%

Shares62.3K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

800.07%

Shares37.3K

Event2026-06-30

Filed2026-07-22

SUSC

ISHARES TR

4.39%

Shares192.5K

Event2026-06-30

Filed2026-07-22

VLUE

ISHARES TR

-24.74%

Shares21.6K

Event2026-06-30

Filed2026-07-22

ASTRAZENECA PLC

New

Shares22.8K

Event2026-06-30

Filed2026-07-22

HONEYWELL INTL INC

New

Shares78.6K

Event2026-06-30

Filed2026-07-22

ESS

ESSEX PPTY TR INC

3.02%

Shares14.7K

Event2026-06-30

Filed2026-07-22

YUM

YUM BRANDS INC

5.84%

Shares26.7K

Event2026-06-30

Filed2026-07-22

DFEV

DIMENSIONAL ETF TRUST

-4.05%

Shares98.5K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

-2.80%

Shares113.9K

Event2026-06-30

Filed2026-07-22

WAB

WABTEC

0.34%

Shares15.5K

Event2026-06-30

Filed2026-07-22

HONEYWELL AEROSPACE INC

New

Shares18.9K

Event2026-06-30

Filed2026-07-22

IBDU

ISHARES TR

25.28%

Shares178.2K

Event2026-06-30

Filed2026-07-22

LOW

LOWES COS INC

-5.63%

Shares18.5K

Event2026-06-30

Filed2026-07-22

BBUS

J P MORGAN EXCHANGE TRADED F

-0.99%

Shares30.3K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

-26.75%

Shares89.4K

Event2026-06-30

Filed2026-07-22

SCHW

SCHWAB CHARLES CORP

-0.55%

Shares44.0K

Event2026-06-30

Filed2026-07-22

FVD

FIRST TR EXCHANGE-TRADED FD

-2.05%

Shares83.1K

Event2026-06-30

Filed2026-07-22

DEM

WISDOMTREE TR

2.13%

Shares74.1K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

3.05%

Shares10.9K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

15.53%

Shares48.2K

Event2026-06-30

Filed2026-07-22

APD

AIR PRODUCTS AND CHEMICALS I

446.79%

Shares13.3K

Event2026-06-30

Filed2026-07-22

COP

CONOCOPHILLIPS

-0.40%

Shares35.6K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

-0.61%

Shares76.9K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

4.89%

Shares8.8K

Event2026-06-30

Filed2026-07-22

BWXT

BWX TECHNOLOGIES INC

0.20%

Shares18.7K

Event2026-06-30

Filed2026-07-22

MCO

MOODYS CORP

11.21%

Shares7.9K

Event2026-06-30

Filed2026-07-22

PJUL

INNOVATOR ETFS TRUST

-20.97%

Shares73.3K

Event2026-06-30

Filed2026-07-22

BOND

PIMCO ETF TR

-2.84%

Shares38.5K

Event2026-06-30

Filed2026-07-22

ORLY

OREILLY AUTOMOTIVE INC

3.56%

Shares38.3K

Event2026-06-30

Filed2026-07-22

MAR

MARRIOTT INTL INC NEW

8.69%

Shares9.5K

Event2026-06-30

Filed2026-07-22

PYLD

PIMCO ETF TR

-4.11%

Shares131.1K

Event2026-06-30

Filed2026-07-22

SPTM

SPDR SERIES TRUST

38.09%

Shares38.3K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

-1.35%

Shares5.3K

Event2026-06-30

Filed2026-07-22

ESML

ISHARES TR

-3.84%

Shares61.8K

Event2026-06-30

Filed2026-07-22

CALI

BLACKROCK ETF TRUST II

-17.74%

Shares66.4K

Event2026-06-30

Filed2026-07-22

EBAY

EBAY INC.

-0.79%

Shares29.8K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

-0.78%

Shares16.6K

Event2026-06-30

Filed2026-07-22

LPX

LOUISIANA PAC CORP

-0.03%

Shares41.8K

Event2026-06-30

Filed2026-07-22

CDNS

CADENCE DESIGN SYSTEM INC

2.97%

Shares8.7K

Event2026-06-30

Filed2026-07-22

WFC

WELLS FARGO & CO

0.80%

Shares39.4K

Event2026-06-30

Filed2026-07-22

FIRST TR EXCHANGE TRADED FD

-1.45%

Shares42.4K

Event2026-06-30

Filed2026-07-22

SPG

SIMON PPTY GROUP INC NEW

-0.08%

Shares14.3K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

1.15%

Shares12.9K

Event2026-06-30

Filed2026-07-22

MSGS

MADISON SQUARE GRDN SPRT COR

-5.61%

Shares7.8K

Event2026-06-30

Filed2026-07-22

BLACKSTONE INC

-6.46%

Shares26.3K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

1290.57%

Shares10.2K

Event2026-06-30

Filed2026-07-22

ECL

ECOLAB INC

3.43%

Shares10.9K

Event2026-06-30

Filed2026-07-22

TEL

TE CONNECTIVITY PLC

1.17%

Shares15.0K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

-57.76%

Shares12.3K

Event2026-06-30

Filed2026-07-22

REGN

REGENERON PHARMACEUTICALS

-3.02%

Shares4.7K

Event2026-06-30

Filed2026-07-22

VMBS

VANGUARD SCOTTSDALE FDS

-37.64%

Shares63.2K

Event2026-06-30

Filed2026-07-22

IUSV

ISHARES TR

0.52%

Shares26.7K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

18.24%

Shares6.7K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

27.77%

Shares23.4K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC INC

-0.79%

Shares5.7K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-2.80%

Shares34.2K

Event2026-06-30

Filed2026-07-22

IYR

ISHARES TR

345.57%

Shares27.8K

Event2026-06-30

Filed2026-07-22

IAU

ISHARES GOLD TR

3.78%

Shares37.5K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

57.75%

Shares10.1K

Event2026-06-30

Filed2026-07-22

IVOV

VANGUARD ADMIRAL FDS INC

-0.86%

Shares24.7K

Event2026-06-30

Filed2026-07-22

SHYG

ISHARES TR

-2.11%

Shares66.3K

Event2026-06-30

Filed2026-07-22

TRANE TECHNOLOGIES PLC

-14.73%

Shares5.7K

Event2026-06-30

Filed2026-07-22

ASML

ASML HLDG NV

12.85%

Shares1.4K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

-10.65%

Shares18.1K

Event2026-06-30

Filed2026-07-22

NVT

NVENT ELEC PLC

19.78%

Shares16.1K

Event2026-06-30

Filed2026-07-22

ACWI

ISHARES TR

72.29%

Shares17.2K

Event2026-06-30

Filed2026-07-22

NEXTERA ENERGY INC

4.81%

Shares29.9K

Event2026-06-30

Filed2026-07-22

PZT

INVESCO EXCH TRADED FD TR II

8.07%

Shares113.3K

Event2026-06-30

Filed2026-07-22

CEG

CONSTELLATION ENERGY CORP

1.64%

Shares10.3K

Event2026-06-30

Filed2026-07-22

RDNT

RADNET INC

0.00%

Shares40.7K

Event2026-06-30

Filed2026-07-22

TWLO

TWILIO INC

0.65%

Shares12.0K

Event2026-06-30

Filed2026-07-22

RAAX

VANECK ETF TRUST

0.05%

Shares62.6K

Event2026-06-30

Filed2026-07-22

PALANTIR TECHNOLOGIES INC

-3.08%

Shares21.1K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM INC

16.94%

Shares13.0K

Event2026-06-30

Filed2026-07-22

IXG

ISHARES TR

4.97%

Shares19.2K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-21.33%

Shares24.5K

Event2026-06-30

Filed2026-07-22

SPHD

INVESCO EXCH TRADED FD TR II

34.84%

Shares44.8K

Event2026-06-30

Filed2026-07-22

EEMX

SPDR INDEX SHS FDS

-0.38%

Shares41.7K

Event2026-06-30

Filed2026-07-22

DON

WISDOMTREE TR

38.65%

Shares39.6K

Event2026-06-30

Filed2026-07-22

MMC

MARSH & MCLENNAN COS INC

-0.54%

Shares13.3K

Event2026-06-30

Filed2026-07-22

HOOD

ROBINHOOD MKTS INC

1.29%

Shares22.1K

Event2026-06-30

Filed2026-07-22

IBDV

ISHARES TR

10.58%

Shares101.0K

Event2026-06-30

Filed2026-07-22

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares62.4K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

-2.41%

Shares6.3K

Event2026-06-30

Filed2026-07-22

TEX

TEREX CORP NEW

0.09%

Shares29.8K

Event2026-06-30

Filed2026-07-22

SEAGATE TECHNOLOGY HLDNGS PL

2.01%

Shares2.2K

Event2026-06-30

Filed2026-07-22

CROWDSTRIKE HLDGS INC

12.58%

Shares2.8K

Event2026-06-30

Filed2026-07-22

ABT

ABBOTT LABORATORIES

2.95%

Shares23.5K

Event2026-06-30

Filed2026-07-22

ROST

ROSS STORES INC

0.83%

Shares10.0K

Event2026-06-30

Filed2026-07-22

CRM

SALESFORCE INC

-17.57%

Shares13.6K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

0.04%

Shares11.2K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

1.72%

Shares50.0K

Event2026-06-30

Filed2026-07-22

FORD MTR CO

0.85%

Shares151.5K

Event2026-06-30

Filed2026-07-22

SOUTHERN CO

0.02%

Shares21.9K

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS INC

2242.80%

Shares11.7K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-45.15%

Shares24.6K

Event2026-06-30

Filed2026-07-22

FNDF

SCHWAB STRATEGIC TR

-8.71%

Shares38.6K

Event2026-06-30

Filed2026-07-22

SCHO

SCHWAB STRATEGIC TR

New

Shares84.3K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-3.00%

Shares6.7K

Event2026-06-30

Filed2026-07-22

LNG

CHENIERE ENERGY INC

-4.60%

Shares8.4K

Event2026-06-30

Filed2026-07-22

DDFJ

INNOVATOR ETFS TRUST

New

Shares100.3K

Event2026-06-30

Filed2026-07-22

VIGI

VANGUARD WHITEHALL FDS

-5.64%

Shares21.1K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.38%

Shares38.2K

Event2026-06-30

Filed2026-07-22

TAPR

INNOVATOR ETFS TRUST

-0.01%

Shares72.4K

Event2026-06-30

Filed2026-07-22

JPIE

J P MORGAN EXCHANGE TRADED F

-0.99%

Shares41.5K

Event2026-06-30

Filed2026-07-22

GLOF

ISHARES TR

-2.48%

Shares32.5K

Event2026-06-30

Filed2026-07-22

VIOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-22

COF

CAPITAL ONE FINL CORP

-2.17%

Shares9.4K

Event2026-06-30

Filed2026-07-22

JMOM

J P MORGAN EXCHANGE TRADED F

-2.89%

Shares21.9K

Event2026-06-30

Filed2026-07-22

SPIB

SPDR SERIES TRUST

11.33%

Shares55.9K

Event2026-06-30

Filed2026-07-22

IYM

ISHARES TR

38.80%

Shares10.4K

Event2026-06-30

Filed2026-07-22

TLH

ISHARES TR

-5.11%

Shares18.6K

Event2026-06-30

Filed2026-07-22

COIN

COINBASE GLOBAL INC

13.32%

Shares12.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.04%

Shares5.4K

Event2026-06-30

Filed2026-07-22

ROUNDHILL ETF TRUST

New

Shares60.0K

Event2026-06-30

Filed2026-07-22

EMR

EMERSON ELEC CO

-52.56%

Shares12.7K

Event2026-06-30

Filed2026-07-22

IWP

ISHARES TR

-0.17%

Shares12.4K

Event2026-06-30

Filed2026-07-22

IEUR

ISHARES TR

-2.52%

Shares23.8K

Event2026-06-30

Filed2026-07-22

BIV

VANGUARD BD INDEX FDS

36.92%

Shares23.3K

Event2026-06-30

Filed2026-07-22

ZMAR

INNOVATOR ETFS TRUST

-0.04%

Shares63.0K

Event2026-06-30

Filed2026-07-22

IDV

ISHARES TR

19.19%

Shares42.7K

Event2026-06-30

Filed2026-07-22

FTCB

FIRST TR EXCHANGE-TRADED FD

3.83%

Shares84.5K

Event2026-06-30

Filed2026-07-22

PHILIP MORRIS INTL INC

6.78%

Shares9.7K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

-0.08%

Shares59.8K

Event2026-06-30

Filed2026-07-22

ABNB

AIRBNB INC

-3.93%

Shares12.3K

Event2026-06-30

Filed2026-07-22

CME

CME GROUP INC

7.24%

Shares8.0K

Event2026-06-30

Filed2026-07-22

RACE

FERRARI N V

-4.64%

Shares4.7K

Event2026-06-30

Filed2026-07-22

JQUA

J P MORGAN EXCHANGE TRADED F

-2.87%

Shares23.9K

Event2026-06-30

Filed2026-07-22

SOFI

SOFI TECHNOLOGIES INC

0.97%

Shares96.0K

Event2026-06-30

Filed2026-07-22

DDFN

INNOVATOR ETFS TRUST

0.00%

Shares85.5K

Event2026-06-30

Filed2026-07-22

DHR

DANAHER CORP DEL

-6.35%

Shares9.0K

Event2026-06-30

Filed2026-07-22

ICSH

ISHARES TR

-0.41%

Shares33.6K

Event2026-06-30

Filed2026-07-22

IGM

ISHARES TR

-0.05%

Shares10.3K

Event2026-06-30

Filed2026-07-22

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-22

FCAL

FIRST TR EXCH TRADED FD III

-76.74%

Shares33.4K

Event2026-06-30

Filed2026-07-22

AME

AMETEK INC

1.94%

Shares6.8K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

-2.36%

Shares56.9K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

48.15%

Shares36.5K

Event2026-06-30

Filed2026-07-22

INDA

ISHARES TR

2.19%

Shares32.7K

Event2026-06-30

Filed2026-07-22

DFSI

DIMENSIONAL ETF TRUST

122.47%

Shares35.1K

Event2026-06-30

Filed2026-07-22

MPC

MARATHON PETE CORP

-3.92%

Shares6.1K

Event2026-06-30

Filed2026-07-22

PYPL

PAYPAL HLDGS INC

-2.96%

Shares36.3K

Event2026-06-30

Filed2026-07-22

DBEF

DBX ETF TR

-19.98%

Shares28.2K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

6.31%

Shares2.9K

Event2026-06-30

Filed2026-07-22

XLI

SELECT SECTOR SPDR TR

29.28%

Shares8.1K

Event2026-06-30

Filed2026-07-22

GTEK

GOLDMAN SACHS ETF TR

-1.66%

Shares23.9K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

-9.92%

Shares15.5K

Event2026-06-30

Filed2026-07-22

VOT

VANGUARD INDEX FDS

-0.67%

Shares4.9K

Event2026-06-30

Filed2026-07-22

WPM

WHEATON PRECIOUS METALS CORP

-3.11%

Shares13.2K

Event2026-06-30

Filed2026-07-22

CARR

CARRIER GLOBAL CORPORATION

-13.37%

Shares20.2K

Event2026-06-30

Filed2026-07-22

MCK

MCKESSON CORP

13.87%

Shares1.9K

Event2026-06-30

Filed2026-07-22

AVBH

AVIDBANK HLDGS INC

-18.45%

Shares44.2K

Event2026-06-30

Filed2026-07-22

JBL

JABIL INC

1.53%

Shares3.8K

Event2026-06-30

Filed2026-07-22

SHEL

SHELL PLC

4.63%

Shares18.8K

Event2026-06-30

Filed2026-07-22

VOYA

VOYA FINANCIAL INC

-3.74%

Shares16.0K

Event2026-06-30

Filed2026-07-22

NVR

NVR INC

2.94%

Shares210

Event2026-06-30

Filed2026-07-22

COR

CENCORA INC

378.47%

Shares5.0K

Event2026-06-30

Filed2026-07-22

CLOUDFLARE INC

3.72%

Shares5.7K

Event2026-06-30

Filed2026-07-22

VBIL

VANGUARD INSTL INDEX FD

0.00%

Shares18.2K

Event2026-06-30

Filed2026-07-22

LUMENTUM HLDGS INC

1.01%

Shares1.6K

Event2026-06-30

Filed2026-07-22

IXN

ISHARES TR

0.03%

Shares9.5K

Event2026-06-30

Filed2026-07-22

UPSTART HLDGS INC

-0.06%

Shares38.2K

Event2026-06-30

Filed2026-07-22

ADP

AUTOMATIC DATA PROCESSING IN

6.21%

Shares6.0K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

0.33%

Shares12.3K

Event2026-06-30

Filed2026-07-22

IGIB

ISHARES TR

-22.94%

Shares25.0K

Event2026-06-30

Filed2026-07-22

MDLZ

MONDELEZ INTL INC

-0.47%

Shares22.6K

Event2026-06-30

Filed2026-07-22

NKE

NIKE INC

14.18%

Shares31.9K

Event2026-06-30

Filed2026-07-22

AWK

AMERICAN WTR WKS CO INC NEW

-0.11%

Shares9.9K

Event2026-06-30

Filed2026-07-22

DFSV

DIMENSIONAL ETF TRUST

12.66%

Shares33.4K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

-2.75%

Shares4.1K

Event2026-06-30

Filed2026-07-22

XCEM

COLUMBIA ETF TR II

0.00%

Shares24.3K

Event2026-06-30

Filed2026-07-22

SERVICETITAN INC

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-22

PHO

INVESCO EXCHANGE TRADED FD T

0.80%

Shares18.1K

Event2026-06-30

Filed2026-07-22

TDG

TRANSDIGM GROUP INC

-3.73%

Shares929

Event2026-06-30

Filed2026-07-22

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-22

VSS

VANGUARD INTL EQUITY INDEX F

23.01%

Shares8.0K

Event2026-06-30

Filed2026-07-22

ALL

ALLSTATE CORP

-1.37%

Shares5.1K

Event2026-06-30

Filed2026-07-22

FNV

FRANCO NEV CORP

-4.14%

Shares5.8K

Event2026-06-30

Filed2026-07-22

AT&T INC

38.27%

Shares58.5K

Event2026-06-30

Filed2026-07-22

QNITY ELECTRONICS INC

0.48%

Shares7.3K

Event2026-06-30

Filed2026-07-22

TFLO

ISHARES TR

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-22

PFEB

INNOVATOR ETFS TRUST

-0.49%

Shares27.7K

Event2026-06-30

Filed2026-07-22

HSBC

HSBC HLDGS PLC

-2.96%

Shares12.5K

Event2026-06-30

Filed2026-07-22

EWC

ISHARES INC

-0.22%

Shares20.6K

Event2026-06-30

Filed2026-07-22

FTGC

FIRST TR EXCHANGE TRAD FD VI

-2.21%

Shares43.7K

Event2026-06-30

Filed2026-07-22

ALIBABA GROUP HLDG LTD

4.43%

Shares12.3K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

-12.36%

Shares22.6K

Event2026-06-30

Filed2026-07-22

CORTEVA INC

1.67%

Shares13.7K

Event2026-06-30

Filed2026-07-22

FNDC

SCHWAB STRATEGIC TR

-2.34%

Shares23.9K

Event2026-06-30

Filed2026-07-22

VGK

VANGUARD INTL EQUITY INDEX F

1.59%

Shares13.0K

Event2026-06-30

Filed2026-07-22

GENERAL DYNAMICS CORP

0.47%

Shares3.2K

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

9.84%

Shares30.7K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

1.07%

Shares7.2K

Event2026-06-30

Filed2026-07-22

PAYX

PAYCHEX INC

-10.59%

Shares11.5K

Event2026-06-30

Filed2026-07-22

XYL

XYLEM INC

-0.23%

Shares9.5K

Event2026-06-30

Filed2026-07-22

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares50.8K

Event2026-06-30

Filed2026-07-22

DDFF

INNOVATOR ETFS TRUST

New

Shares55.8K

Event2026-06-30

Filed2026-07-22

KMB

KIMBERLY-CLARK CORP

1.87%

Shares10.1K

Event2026-06-30

Filed2026-07-22

3M CO

-0.25%

Shares6.8K

Event2026-06-30

Filed2026-07-22

ISRG

INTUITIVE SURGICAL INC

-6.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

AER

AERCAP HOLDINGS NV

-0.33%

Shares7.5K

Event2026-06-30

Filed2026-07-22

MEDTRONIC PLC

6.61%

Shares14.0K

Event2026-06-30

Filed2026-07-22

ASTS

AST SPACEMOBILE INC

0.19%

Shares12.3K

Event2026-06-30

Filed2026-07-22

GOVT

ISHARES TR

-61.62%

Shares47.7K

Event2026-06-30

Filed2026-07-22

XLRE

SELECT SECTOR SPDR TR

86.31%

Shares24.5K

Event2026-06-30

Filed2026-07-22

USB

US BANCORP

-1.40%

Shares17.8K

Event2026-06-30

Filed2026-07-22

QXO

QXO INC

21.90%

Shares61.6K

Event2026-06-30

Filed2026-07-22

PNR

PENTAIR PLC

-1.77%

Shares13.7K

Event2026-06-30

Filed2026-07-22

CTAS

CINTAS CORP

1.90%

Shares6.2K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares20.5K

Event2026-06-30

Filed2026-07-22

MSGE

MADISON SQUARE GARDEN ENTMT

-5.50%

Shares12.9K

Event2026-06-30

Filed2026-07-22

JGRO

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares10.6K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

-4.83%

Shares10.6K

Event2026-06-30

Filed2026-07-22

MP MATERIALS CORP

1.08%

Shares18.6K

Event2026-06-30

Filed2026-07-22

TGT

TARGET CORP

34.51%

Shares7.9K

Event2026-06-30

Filed2026-07-22

PFM

INVESCO EXCHANGE TRADED FD T

-16.77%

Shares18.7K

Event2026-06-30

Filed2026-07-22

FREEPORT MCMORAN INC

0.85%

Shares16.4K

Event2026-06-30

Filed2026-07-22

DHI

D R HORTON INC

20.54%

Shares6.3K

Event2026-06-30

Filed2026-07-22

CMI

CUMMINS INC

1.06%

Shares1.4K

Event2026-06-30

Filed2026-07-22

URBN

URBAN OUTFITTERS INC

0.01%

Shares14.4K

Event2026-06-30

Filed2026-07-22

DAL

DELTA AIR LINES INC

3.84%

Shares10.9K

Event2026-06-30

Filed2026-07-22

COLGATE PALMOLIVE CO

6.54%

Shares11.1K

Event2026-06-30

Filed2026-07-22

FICO

FAIR ISAAC CORP

1.08%

Shares845

Event2026-06-30

Filed2026-07-22

VSDM

VANGUARD MUN BD FDS

New

Shares13.1K

Event2026-06-30

Filed2026-07-22

INTF

ISHARES TR

-16.00%

Shares24.5K

Event2026-06-30

Filed2026-07-22

TMUS

T-MOBILE US INC

-1.71%

Shares5.8K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

5.63%

Shares5.5K

Event2026-06-30

Filed2026-07-22

IJS

ISHARES TR

32.49%

Shares7.1K

Event2026-06-30

Filed2026-07-22

MDYG

SPDR SERIES TRUST

-0.91%

Shares8.6K

Event2026-06-30

Filed2026-07-22

GAA

CAMBRIA ETF TR

237.86%

Shares28.1K

Event2026-06-30

Filed2026-07-22

IHI

ISHARES TR

18.69%

Shares19.5K

Event2026-06-30

Filed2026-07-22

ELECTRONIC ARTS INC

-2.56%

Shares4.7K

Event2026-06-30

Filed2026-07-22

INNOVATOR ETFS TRUST

New

Shares47.9K

Event2026-06-30

Filed2026-07-22

TDIV

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-22

EXE

EXPAND ENERGY CORPORATION

-1.54%

Shares10.5K

Event2026-06-30

Filed2026-07-22

IEI

ISHARES TR

-25.28%

Shares8.1K

Event2026-06-30

Filed2026-07-22

UMBF

UMB FINL CORP

New

Shares6.7K

Event2026-06-30

Filed2026-07-22

FAST

FASTENAL CO

4.47%

Shares19.7K

Event2026-06-30

Filed2026-07-22

BOXX

EA SERIES TRUST

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-22

DES

WISDOMTREE TR

8.05%

Shares23.0K

Event2026-06-30

Filed2026-07-22

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-22

OEF

ISHARES TR

-21.24%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-22

QUANTA SVCS INC

5.03%

Shares1.3K

Event2026-06-30

Filed2026-07-22

SJM

SMUCKER J M CO

-6.41%

Shares8.1K

Event2026-06-30

Filed2026-07-22

IWN

ISHARES TR

0.59%

Shares4.1K

Event2026-06-30

Filed2026-07-22

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares30.1K

Event2026-06-30

Filed2026-07-22

VLO

VALERO ENERGY CORP

-46.13%

Shares3.5K

Event2026-06-30

Filed2026-07-22

HCA

HCA HEALTHCARE INC

-4.88%

Shares2.3K

Event2026-06-30

Filed2026-07-22

AFL

AFLAC INC

2.86%

Shares7.7K

Event2026-06-30

Filed2026-07-22

SONY

SONY GROUP CORP

-3.58%

Shares44.0K

Event2026-06-30

Filed2026-07-22

CCJ

CAMECO CORP

-18.59%

Shares8.7K

Event2026-06-30

Filed2026-07-22

DGCB

DIMENSIONAL ETF TRUST

New

Shares16.0K

Event2026-06-30

Filed2026-07-22

EDWARDS LIFESCIENCES CORP

2.65%

Shares9.6K

Event2026-06-30

Filed2026-07-22

SMURFIT WESTROCK PLC

1.80%

Shares18.7K

Event2026-06-30

Filed2026-07-22

WOORI FINL GROUP INC

16.47%

Shares15.0K

Event2026-06-30

Filed2026-07-22

ISTB

ISHARES TR

-7.90%

Shares17.9K

Event2026-06-30

Filed2026-07-22

CMG

CHIPOTLE MEXICAN GRILL INC

-6.71%

Shares25.1K

Event2026-06-30

Filed2026-07-22

ANET

ARISTA NETWORKS INC

8.85%

Shares5.0K

Event2026-06-30

Filed2026-07-22

XLC

SELECT SECTOR SPDR TR

-49.25%

Shares7.8K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

1.45%

Shares3.4K

Event2026-06-30

Filed2026-07-22

EPD

ENTERPRISE PRODS PARTNERS L

43.96%

Shares22.4K

Event2026-06-30

Filed2026-07-22

CBC

CENTRAL BANCOMPANY

-49.63%

Shares26.9K

Event2026-06-30

Filed2026-07-22

VANECK ETF TRUST

-18.68%

Shares10.8K

Event2026-06-30

Filed2026-07-22

RSG

REPUBLIC SVCS INC

-0.83%

Shares3.8K

Event2026-06-30

Filed2026-07-22

BLK

BLACKROCK INC

6.05%

Shares842

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

-5.51%

Shares5.9K

Event2026-06-30

Filed2026-07-22

VTWV

VANGUARD SCOTTSDALE FDS

0.34%

Shares4.1K

Event2026-06-30

Filed2026-07-22

SCHC

SCHWAB STRATEGIC TR

0.55%

Shares16.6K

Event2026-06-30

Filed2026-07-22

CAVA

CAVA GROUP INC

0.01%

Shares10.1K

Event2026-06-30

Filed2026-07-22

RYN

RAYONIER INC

-0.91%

Shares37.4K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

16.64%

Shares2.6K

Event2026-06-30

Filed2026-07-22

TROW

PRICE T ROWE GROUP INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-22

CURTISS WRIGHT CORP

2.46%

Shares1.0K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

62.02%

Shares8.3K

Event2026-06-30

Filed2026-07-22

ISHG

ISHARES TR

11.83%

Shares10.6K

Event2026-06-30

Filed2026-07-22

MSI

MOTOROLA SOLUTIONS INC

1.18%

Shares1.9K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH INC FORMERLY

38.20%

Shares2.0K

Event2026-06-30

Filed2026-07-22

MRVL

MARVELL TECHNOLOGY INC

28.96%

Shares2.6K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

INVESCO QQQ TR Call CallINVESCO QQQ TR500 sharesnew addition2026-06-302026-07-22

EXXON MOBIL CORP Call CallEXXON MOBIL CORP2.5K sharesnew addition2026-06-302026-07-22

PROSHARES TR Call CallPROSHARES TR6.0K sharesnew addition2026-06-302026-07-22

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares500

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP Call

EXXON MOBIL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-22

PROSHARES TR Call

PROSHARES TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-22

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR6.9K shares50.00%2026-06-302026-07-22

MICROSOFT CORP Put PutMICROSOFT CORP1.9K shares0.00%2026-06-302026-07-22

VANECK ETF TRUST Put PutVANECK ETF TRUST800 sharesnew addition2026-06-302026-07-22

INTEL CORP Put PutINTEL CORP2.8K sharesnew addition2026-06-302026-07-22

BERKSHIRE HATHAWAY INC DEL Put PutBERKSHIRE HATHAWAY INC DEL600 shares0.00%2026-06-302026-07-22

NEBIUS GROUP N.V. Put PutNEBIUS GROUP N.V.1.0K sharesnew addition2026-06-302026-07-22

INVESCO QQQ TR Put

INVESCO QQQ TR

50.00%

Shares6.9K

Event2026-06-30

Filed2026-07-22

MICROSOFT CORP Put

MICROSOFT CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-22

VANECK ETF TRUST Put

VANECK ETF TRUST

New

Shares800

Event2026-06-30

Filed2026-07-22

INTEL CORP Put

INTEL CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

BERKSHIRE HATHAWAY INC DEL Put

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares600

Event2026-06-30

Filed2026-07-22

NEBIUS GROUP N.V. Put

NEBIUS GROUP N.V.

New

Shares1.0K

Event2026-06-30

Filed2026-07-22