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The Analysis of Berger Financial Group, Inc's Holdings & P&L

Currently, Berger Financial Group, Inc holds 475 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in VUG (+916.7K shares, valued at $79.0M), SCHG (+244.7K shares, valued at $8.3M), N/A (+161.6K shares, valued at $8.3M); decreased their positions in INTU (-13.0K shares, valued at $3.4M), PJFG (-20.7K shares, valued at $2.4M), FICO (-1.4K shares, valued at $1.7M); initiated new positions in N/A (+161.6K shares, valued at $8.3M), FTNT (+23.6K shares, valued at $3.6M), N/A (+16.2K shares, valued at $3.3M).

1M P&L

+1.0M+0.06%

3M P&L

+65.0M+3.76%

HY P&L

-207.5M-10.37%

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/A1.3B

73.6%

2Semiconductors46.9M

2.6%

3Consumer Electronics44.1M

2.5%

Top Industries by Stock Count

1N/A264 stocks

61.4%

2Semiconductors10 stocks

2.3%

3Drug Manufacturers - General7 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR3.2M shares7.02%2026-06-302026-08-04

SCHG SCHWAB STRATEGIC TR2.8M shares9.42%2026-06-302026-08-04

VUG VANGUARD INDEX FDS1.1M shares484.10%2026-06-302026-08-04

PJFG PGIM ETF TR702.5K shares-2.86%2026-06-302026-08-04

JBND J P MORGAN EXCHANGE TRADED F1.4M shares-0.83%2026-06-302026-08-04

SCHX SCHWAB STRATEGIC TR2.3M shares-1.69%2026-06-302026-08-04

LMBS FIRST TR EXCHANGE-TRADED FD1.1M shares1.04%2026-06-302026-08-04

AAPL APPLE INC152.3K shares-2.55%2026-06-302026-08-04

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F934.2K shares6.73%2026-06-302026-08-04

RAAX VANECK ETF TRUST955.9K shares18.02%2026-06-302026-08-04

HTRB HARTFORD FDS EXCHANGE TRADED978.5K shares9.71%2026-06-302026-08-04

PYLD PIMCO ETF TR1.1M shares-0.84%2026-06-302026-08-04

NVDA NVIDIA CORPORATION141.5K shares10.64%2026-06-302026-08-04

CHRW C H ROBINSON WORLDWIDE IN136.3K shares-0.76%2026-06-302026-08-04

FBT FIRST TR EXCHANGE-TRADED FD102.4K shares-1.96%2026-06-302026-08-04

DFAE DIMENSIONAL ETF TRUST623.4K shares8.46%2026-06-302026-08-04

Sponsored

DFAI DIMENSIONAL ETF TRUST596.9K shares8.82%2026-06-302026-08-04

BOND PIMCO ETF TR239.5K shares-0.57%2026-06-302026-08-04

AVMC AMERICAN CENTY ETF TR269.5K shares10.37%2026-06-302026-08-04

AMZN AMAZON COM INC80.2K shares-2.96%2026-06-302026-08-04

GOOGL ALPHABET INC51.2K shares-2.85%2026-06-302026-08-04

VTV VANGUARD INDEX FDS81.7K shares-1.87%2026-06-302026-08-04

AVEM AMERICAN CENTY ETF TR177.1K shares-1.32%2026-06-302026-08-04

VOO VANGUARD INDEX FDS24.2K shares-5.93%2026-06-302026-08-04

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T22.2K shares-2.72%2026-06-302026-08-04

QQQ INVESCO QQQ TR21.6K shares-0.24%2026-06-302026-08-04

FESM FIDELITY COVINGTON TRUST318.8K shares1.38%2026-06-302026-08-04

WCMI FIRST TR EXCHANGE-TRADED FD785.4K shares-0.06%2026-06-302026-08-04

FEOE RBB FUND TRUST283.7K shares-1.41%2026-06-302026-08-04

NPFI NUSHARES ETF TR574.1K shares-0.79%2026-06-302026-08-04

MSFT MICROSOFT CORP38.4K shares-4.18%2026-06-302026-08-04

HODL VANECK BITCOIN ETF828.8K shares-3.46%2026-06-302026-08-04

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC18.0K shares-3.21%2026-06-302026-08-04

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION14.0K shares-2.23%2026-06-302026-08-04

SMMD ISHARES TR142.3K shares-0.83%2026-06-302026-08-04

AVSC AMERICAN CENTY ETF TR167.0K shares9.13%2026-06-302026-08-04

DATADOG INC DATADOG INC44.9K shares-5.39%2026-06-302026-08-04

HWKN HAWKINS INC76.3K shares8.88%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON39.8K shares-1.05%2026-06-302026-08-04

VLO VALERO ENERGY CORP38.1K shares-4.06%2026-06-302026-08-04

Sponsored

DFCF DIMENSIONAL ETF TRUST222.5K shares-9.36%2026-06-302026-08-04

FFIV F5 INC22.3K shares-4.32%2026-06-302026-08-04

IBM INTERNATIONAL BUSINESS MACHS32.9K shares-6.52%2026-06-302026-08-04

WMT WALMART INC79.7K shares-3.96%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED17.3K shares-2.99%2026-06-302026-08-04

EMB ISHARES TR87.5K shares9.45%2026-06-302026-08-04

PREF PRINCIPAL EXCHANGE TRADED FD441.9K shares9.40%2026-06-302026-08-04

META PLATFORMS INC META PLATFORMS INC14.9K shares9.89%2026-06-302026-08-04

Sponsored

DFAC DIMENSIONAL ETF TRUST188.1K shares0.66%2026-06-302026-08-04

EA SERIES TRUST EA SERIES TRUST161.6K sharesnew addition2026-06-302026-08-04

VISA INC VISA INC23.6K shares-11.52%2026-06-302026-08-04

LLY ELI LILLY & CO6.5K shares-0.40%2026-06-302026-08-04

ALL ALLSTATE CORP32.2K shares-3.11%2026-06-302026-08-04

QCOM QUALCOMM INC41.2K shares-3.93%2026-06-302026-08-04

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN41.2K shares-3.40%2026-06-302026-08-04

IJUL INNOVATOR ETFS TRUST199.4K shares-2.37%2026-06-302026-08-04

Sponsored

UJUN INNOVATOR ETFS TRUST185.2K shares5.47%2026-06-302026-08-04

CHUBB LIMITED CHUBB LIMITED20.6K shares-2.94%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS18.9K shares0.69%2026-06-302026-08-04

EOG EOG RES INC52.5K shares-4.37%2026-06-302026-08-04

TTWO TAKE-TWO INTERACTIVE SOFTWAR27.2K shares-3.38%2026-06-302026-08-04

SCHF SCHWAB STRATEGIC TR240.5K shares-7.74%2026-06-302026-08-04

EXPD EXPEDITORS INTL WASH INC40.3K shares-2.69%2026-06-302026-08-04

HSIC SCHEIN HENRY INC78.2K shares-3.15%2026-06-302026-08-04

Sponsored

TJX TJX COS INC NEW42.9K shares-2.97%2026-06-302026-08-04

ECL ECOLAB INC23.0K shares-2.94%2026-06-302026-08-04

CDW CDW CORP44.9K shares-5.13%2026-06-302026-08-04

HIG HARTFORD INSURANCE GROUP INC47.6K shares-2.55%2026-06-302026-08-04

FE FIRSTENERGY CORP130.6K shares-3.30%2026-06-302026-08-04

IWY ISHARES TR20.5K shares-6.96%2026-06-302026-08-04

TEL TE CONNECTIVITY PLC28.9K shares-2.85%2026-06-302026-08-04

GILD GILEAD SCIENCES INC46.1K shares-2.28%2026-06-302026-08-04

Sponsored

VICI VICI PPTYS INC212.3K shares-4.36%2026-06-302026-08-04

MGK VANGUARD WORLD FD64.1K shares403.81%2026-06-302026-08-04

T AT&T INC265.1K shares-3.38%2026-06-302026-08-04

CTAS CINTAS CORP32.0K shares-3.11%2026-06-302026-08-04

ABT ABBOTT LABORATORIES60.0K shares-2.66%2026-06-302026-08-04

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR120.0K shares2.02%2026-06-302026-08-04

BND VANGUARD BD INDEX FDS73.2K shares12.40%2026-06-302026-08-04

KR KROGER CO96.6K shares-3.34%2026-06-302026-08-04

Sponsored

NTAP NETAPP INC33.8K shares1259.39%2026-06-302026-08-04

TSLA TESLA INC12.3K shares1.37%2026-06-302026-08-04

COR CENCORA INC18.3K shares-1.45%2026-06-302026-08-04

AOS SMITH A O CORP79.8K shares-2.65%2026-06-302026-08-04

CGUS CAPITAL GROUP CORE EQUITY ET110.8K shares-8.25%2026-06-302026-08-04

GOOG ALPHABET INC13.7K shares-1.33%2026-06-302026-08-04

GEW EA SERIES TRUST84.3K shares0.00%2026-06-302026-08-04

ADSK AUTODESK INC22.8K shares-4.90%2026-06-302026-08-04

Sponsored

HD HOME DEPOT INC12.6K shares-4.37%2026-06-302026-08-04

BSCS INVESCO EXCH TRD SLF IDX FD216.0K shares-4.59%2026-06-302026-08-04

DFAW DIMENSIONAL ETF TRUST52.3K shares0.83%2026-06-302026-08-04

JPEM J P MORGAN EXCHANGE TRADED F68.2K shares-2.19%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO12.8K shares0.31%2026-06-302026-08-04

BR BROADRIDGE FINL SOLUTIONS IN30.4K shares-2.90%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC9.9K shares-14.96%2026-06-302026-08-04

VEA VANGUARD TAX-MANAGED FDS57.2K shares-6.67%2026-06-302026-08-04

Sponsored

DFUS DIMENSIONAL ETF TRUST48.7K shares1.70%2026-06-302026-08-04

ROL ROLLINS INC93.0K shares-3.50%2026-06-302026-08-04

CAT CATERPILLAR INC3.6K shares22.97%2026-06-302026-08-04

MU MICRON TECHNOLOGY INC3.4K shares-5.70%2026-06-302026-08-04

GMUB GOLDMAN SACHS ETF TR74.1K shares8.97%2026-06-302026-08-04

BSCR INVESCO EXCH TRD SLF IDX FD192.6K shares-3.01%2026-06-302026-08-04

BROADCOM INC BROADCOM INC10.0K shares0.24%2026-06-302026-08-04

EJUL INNOVATOR ETFS TRUST117.3K shares-2.98%2026-06-302026-08-04

Sponsored

FTNT FORTINET INC23.6K sharesnew addition2026-06-302026-08-04

BA BOEING CO16.7K shares0.00%2026-06-302026-08-04

ABBVIE INC ABBVIE INC14.3K shares0.39%2026-06-302026-08-04

BSVO EA SERIES TRUST122.1K shares0.00%2026-06-302026-08-04

UDEC INNOVATOR ETFS TRUST83.4K shares-5.69%2026-06-302026-08-04

GSST GOLDMAN SACHS ETF TR66.2K shares-3.16%2026-06-302026-08-04

ADOBE INC ADOBE INC16.2K sharesnew addition2026-06-302026-08-04

BSCQ INVESCO EXCH TRD SLF IDX FD166.1K shares-3.92%2026-06-302026-08-04

Sponsored

RISR TIDAL TRUST I87.1K shares4.58%2026-06-302026-08-04

XLK SELECT SECTOR SPDR TR15.4K shares-6.78%2026-06-302026-08-04

USSH WISDOMTREE TR58.2K shares10.37%2026-06-302026-08-04

XEL XCEL ENERGY INC35.6K shares-0.10%2026-06-302026-08-04

CHD CHURCH & DWIGHT CO INC28.5K shares-4.29%2026-06-302026-08-04

XLP SELECT SECTOR SPDR TR33.2K shares-1.41%2026-06-302026-08-04

CGCB CAPITAL GRP FIXED INCM ETF T105.0K shares4.52%2026-06-302026-08-04

IGSB ISHARES TR51.4K shares53.88%2026-06-302026-08-04

Sponsored

DFAX DIMENSIONAL ETF TRUST72.4K shares7.08%2026-06-302026-08-04

DCI DONALDSON INC29.6K shares-0.66%2026-06-302026-08-04

SCHV SCHWAB STRATEGIC TR76.4K shares1.56%2026-06-302026-08-04

ISHARES TR ISHARES TR3.5K shares2.82%2026-06-302026-08-04

DFIC DIMENSIONAL ETF TRUST69.2K shares-0.64%2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP18.7K shares6.84%2026-06-302026-08-04

PH PARKER-HANNIFIN CORP2.6K shares4.04%2026-06-302026-08-04

CION CION INVT CORP404.5K shares-0.59%2026-06-302026-08-04

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PANW PALO ALTO NETWORKS INC7.2K shares-1.99%2026-06-302026-08-04

KJUL INNOVATOR ETFS TRUST71.6K shares-0.92%2026-06-302026-08-04

UMAR INNOVATOR ETFS TRUST57.5K shares-0.71%2026-06-302026-08-04

UAPR INNOVATOR ETFS TRUST68.9K shares-8.81%2026-06-302026-08-04

AKRE PROFESIONALLY MANAGED PORTFO45.0K shares-19.85%2026-06-302026-08-04

FLQM FRANKLIN TEMPLETON ETF TR41.2K shares-6.18%2026-06-302026-08-04

DFAS DIMENSIONAL ETF TRUST28.9K shares-2.47%2026-06-302026-08-04

UJUL INNOVATOR ETFS TRUST57.7K shares3.33%2026-06-302026-08-04

Sponsored

AMD ADVANCED MICRO DEVICES INC4.0K shares2.10%2026-06-302026-08-04

IRT INDEPENDENCE RLTY TR INC138.8K shares-2.66%2026-06-302026-08-04

XLV SELECT SECTOR SPDR TR14.4K shares0.13%2026-06-302026-08-04

LMT LOCKHEED MARTIN CORP4.5K shares-0.84%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS9.6K shares30.21%2026-06-302026-08-04

GE GE AEROSPACE6.0K shares17.43%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares2.64%2026-06-302026-08-04

ISHARES TR ISHARES TR21.7K shares-10.98%2026-06-302026-08-04

Sponsored

GPIX GOLDMAN SACHS ETF TR38.6K shares0.00%2026-06-302026-08-04

FBND FIDELITY MERRIMACK STR TR46.6K shares0.57%2026-06-302026-08-04

VV VANGUARD INDEX FDS6.1K shares0.00%2026-06-302026-08-04

VB VANGUARD INDEX FDS6.8K shares-7.91%2026-06-302026-08-04

SGOV ISHARES TR20.5K shares-3.13%2026-06-302026-08-04

JPST J P MORGAN EXCHANGE TRADED F40.6K shares16.69%2026-06-302026-08-04

VWO VANGUARD INTL EQUITY INDEX F33.8K shares-6.39%2026-06-302026-08-04

IJUN INNOVATOR ETFS TRUST63.8K shares11.89%2026-06-302026-08-04

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T59.4K shares-1.83%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC3.9K shares-5.91%2026-06-302026-08-04

RPG INVESCO EXCHANGE TRADED FD T30.7K shares1.57%2026-06-302026-08-04

VGT VANGUARD WORLD FD16.2K shares699.85%2026-06-302026-08-04

FNDX SCHWAB STRATEGIC TR61.7K shares-0.84%2026-06-302026-08-04

DLN WISDOMTREE TR19.9K shares0.11%2026-06-302026-08-04

IOCT INNOVATOR ETFS TRUST51.7K shares-1.57%2026-06-302026-08-04

DFLV DIMENSIONAL ETF TRUST48.2K shares-2.94%2026-06-302026-08-04

Sponsored

UAUG INNOVATOR ETFS TRUST43.8K shares-23.06%2026-06-302026-08-04

HNDL STRATEGY SHS79.3K shares-12.34%2026-06-302026-08-04

DFAU DIMENSIONAL ETF TRUST34.7K shares-25.00%2026-06-302026-08-04

IAU ISHARES GOLD TR23.0K shares20.98%2026-06-302026-08-04

IDEC INNOVATOR ETFS TRUST49.1K shares-0.26%2026-06-302026-08-04

XT ISHARES TR20.4K shares-11.64%2026-06-302026-08-04

OPRT OPORTUN FINL CORP291.0K shares19.49%2026-06-302026-08-04

BMO BANK MONTREAL MEDIUM9.4K shares0.46%2026-06-302026-08-04

Sponsored

EOCT INNOVATOR ETFS TRUST48.4K shares-0.71%2026-06-302026-08-04

JPIB J P MORGAN EXCHANGE TRADED F34.1K shares-1.64%2026-06-302026-08-04

UFEB INNOVATOR ETFS TRUST41.9K shares-11.88%2026-06-302026-08-04

ETN EATON CORP PLC3.8K shares-0.84%2026-06-302026-08-04

EFAV ISHARES TR18.4K shares-8.14%2026-06-302026-08-04

MOAT VANECK ETF TRUST15.5K shares-0.23%2026-06-302026-08-04

ISRG INTUITIVE SURGICAL INC4.0K shares-0.02%2026-06-302026-08-04

DFIV DIMENSIONAL ETF TRUST29.5K shares5.75%2026-06-302026-08-04

Sponsored

IQLT ISHARES TR31.2K shares-4.51%2026-06-302026-08-04

SSO PROSHARES TR22.5K shares-1.35%2026-06-302026-08-04

DBL DOUBLELINE OPPORTUNISTIC CR103.4K shares-2.13%2026-06-302026-08-04

CGMU CAPITAL GRP FIXED INCM ETF T54.0K shares7.24%2026-06-302026-08-04

3M CO 3M CO9.1K shares-1.95%2026-06-302026-08-04

GEV GE VERNOVA INC1.2K shares3.47%2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC18.0K shares-0.08%2026-06-302026-08-04

UOCT INNOVATOR ETFS TRUST34.1K shares0.00%2026-06-302026-08-04

Sponsored

VXUS VANGUARD STAR FDS16.3K shares-0.44%2026-06-302026-08-04

IAPR INNOVATOR ETFS TRUST41.9K shares-2.95%2026-06-302026-08-04

USFR WISDOMTREE TR27.6K shares-1.95%2026-06-302026-08-04

GLD SPDR GOLD TR3.7K shares2.86%2026-06-302026-08-04

NETFLIX INC. NETFLIX INC.18.4K shares2.24%2026-06-302026-08-04

AMGN AMGEN INC3.6K shares-2.31%2026-06-302026-08-04

GS GOLDMAN SACHS GROUP INC1.3K shares-3.20%2026-06-302026-08-04

RZG INVESCO EXCHANGE TRADED FD T17.5K shares-2.21%2026-06-302026-08-04

Sponsored

INTC INTEL CORP9.1K shares-0.09%2026-06-302026-08-04

KLAC KLA CORP4.2K shares858.81%2026-06-302026-08-04

USEP INNOVATOR ETFS TRUST30.4K shares-7.43%2026-06-302026-08-04

SYK STRYKER CORPORATION4.0K shares-4.38%2026-06-302026-08-04

MS MORGAN STANLEY6.0K shares-0.18%2026-06-302026-08-04

REMX VANECK ETF TRUST13.7K shares15.23%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F21.3K shares-6.77%2026-06-302026-08-04

WFC WELLS FARGO & CO14.4K shares4.24%2026-06-302026-08-04

Sponsored

KO COCA COLA CO14.5K shares-1.51%2026-06-302026-08-04

MDY STATE STR SPDR S&P MIDCAP 401.6K shares0.00%2026-06-302026-08-04

SMH VANECK ETF TRUST1.7K shares4.52%2026-06-302026-08-04

CM CANADIAN IMPERIAL BANK OF CO9.9K shares0.08%2026-06-302026-08-04

GD GENERAL DYNAMICS CORP3.1K shares0.19%2026-06-302026-08-04

MRK MERCK & CO INC8.4K shares-0.75%2026-06-302026-08-04

RSPT INVESCO EXCHANGE TRADED FD T16.2K shares-0.36%2026-06-302026-08-04

LRCX LAM RESEARCH CORP2.4K shares-1.31%2026-06-302026-08-04

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC11.8K shares-7.93%2026-06-302026-08-04

APPLIED MATLS INC APPLIED MATLS INC1.4K shares0.07%2026-06-302026-08-04

PG PROCTER & GAMBLE CO6.9K shares-13.62%2026-06-302026-08-04

FAST FASTENAL CO21.0K shares-0.17%2026-06-302026-08-04

ORACLE CORP ORACLE CORP6.8K shares-6.15%2026-06-302026-08-04

XYLD GLOBAL X FDS24.0K shares-1.26%2026-06-302026-08-04

TECH BIO-TECHNE CORP13.8K shares-6.76%2026-06-302026-08-04

EFG ISHARES TR7.8K shares-0.19%2026-06-302026-08-04

Sponsored

POCT INNOVATOR ETFS TRUST20.7K shares-0.97%2026-06-302026-08-04

DFUV DIMENSIONAL ETF TRUST17.3K shares0.02%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC8.1K shares-37.73%2026-06-302026-08-04

LNC LINCOLN NATL CORP IND26.8K shares-4.96%2026-06-302026-08-04

SUB ISHARES TR8.7K shares0.34%2026-06-302026-08-04

DFAT DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-08-04

SPDR SERIES TRUST SPDR SERIES TRUST10.2K shares0.87%2026-06-302026-08-04

SPMO INVESCO EXCH TRADED FD TR II5.5K shares-1.10%2026-06-302026-08-04

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WDC WESTERN DIGITAL CORP1.4K shares-34.26%2026-06-302026-08-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL914 shares0.44%2026-06-302026-08-04

UNOV INNOVATOR ETFS TRUST21.9K shares0.00%2026-06-302026-08-04

GPIQ GOLDMAN SACHS ETF TR14.4K shares0.00%2026-06-302026-08-04

IVW ISHARES TR6.2K shares3.53%2026-06-302026-08-04

WMB WILLIAMS COS INC11.5K shares-0.37%2026-06-302026-08-04

IDEV ISHARES TR9.3K shares0.00%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC4.5K shares0.38%2026-06-302026-08-04

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BAC BANK OF AMER CORP14.3K shares0.48%2026-06-302026-08-04

IJAN INNOVATOR ETFS TRUST21.4K shares-9.64%2026-06-302026-08-04

MCD MCDONALDS CORP3.0K shares0.37%2026-06-302026-08-04

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.5K shares-4.03%2026-06-302026-08-04

PEP PEPSICO INC6.0K shares-3.06%2026-06-302026-08-04

URA GLOBAL X FDS18.4K shares14.80%2026-06-302026-08-04

RSPU INVESCO EXCHANGE TRADED FD T9.8K shares0.24%2026-06-302026-08-04

KRE SPDR SERIES TRUST10.6K shares-4.38%2026-06-302026-08-04

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IEMG ISHARES INC9.6K shares3.53%2026-06-302026-08-04

ISTB ISHARES TR16.4K shares0.69%2026-06-302026-08-04

CASY CASEYS GEN STORES INC977 shares-7.31%2026-06-302026-08-04

SPTM SPDR SERIES TRUST8.4K shares-2.86%2026-06-302026-08-04

IDMO INVESCO EXCH TRADED FD TR II12.4K shares25.76%2026-06-302026-08-04

AXP AMERICAN EXPRESS CO2.2K shares-0.68%2026-06-302026-08-04

SHY ISHARES TR9.0K shares-0.74%2026-06-302026-08-04

IWM ISHARES TR2.4K shares-1.00%2026-06-302026-08-04

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RSP INVESCO EXCHANGE TRADED FD T3.3K shares-0.09%2026-06-302026-08-04

NLR VANECK ETF TRUST6.0K shares25.91%2026-06-302026-08-04

GINN GOLDMAN SACHS ETF TR8.8K shares-4.06%2026-06-302026-08-04

KAPR INNOVATOR ETFS TRUST17.3K shares-19.91%2026-06-302026-08-04

INTU INTUIT2.6K shares-83.14%2026-06-302026-08-04

COWZ PACER FDS TR11.0K shares2.06%2026-06-302026-08-04

BBAG J P MORGAN EXCHANGE TRADED F14.8K shares-14.55%2026-06-302026-08-04

IWF ISHARES TR5.5K shares300.00%2026-06-302026-08-04

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XMHQ INVESCO EXCHANGE TRADED FD T6.0K shares0.07%2026-06-302026-08-04

SLV ISHARES SILVER TR12.6K shares11.01%2026-06-302026-08-04

BPRE BLUEROCK PVT REAL ESTATE FD51.7K shares-24.26%2026-06-302026-08-04

FICO FAIR ISAAC CORP556 shares-71.53%2026-06-302026-08-04

AIQ GLOBAL X FDS10.1K shares14.45%2026-06-302026-08-04

BTC GRAYSCALE BITCOIN MINI TR ET25.5K shares2.82%2026-06-302026-08-04

UTES ETFIS SER TR I8.1K shares1.31%2026-06-302026-08-04

TGT TARGET CORP5.0K shares-8.96%2026-06-302026-08-04

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ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.1K shares1.08%2026-06-302026-08-04

VTIP VANGUARD MALVERN FDS13.0K shares-2.03%2026-06-302026-08-04

XLE SELECT SECTOR SPDR TR12.1K shares8.71%2026-06-302026-08-04

XOP SPDR SERIES TRUST4.2K shares-2.98%2026-06-302026-08-04

VCSH VANGUARD SCOTTSDALE FDS8.1K shares-0.14%2026-06-302026-08-04

ANET ARISTA NETWORKS INC3.7K shares1.82%2026-06-302026-08-04

EPS WISDOMTREE TR8.1K shares0.00%2026-06-302026-08-04

VT VANGUARD INTL EQUITY INDEX F4.0K shares0.30%2026-06-302026-08-04

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SPDW SPDR INDEX SHS FDS12.3K shares-3.62%2026-06-302026-08-04

FPE FIRST TR EXCH TRADED FD III34.6K shares-10.37%2026-06-302026-08-04

CGIC CAPITAL GROUP INTERNATIONAL16.9K shares0.56%2026-06-302026-08-04

CVX CHEVRON CORPORATION3.7K shares-2.36%2026-06-302026-08-04

FFIN FIRST FINL BANKSHARES INC17.4K shares0.00%2026-06-302026-08-04

SOUTHERN CO SOUTHERN CO6.3K shares-4.93%2026-06-302026-08-04

DEM WISDOMTREE TR11.0K shares-4.79%2026-06-302026-08-04

BNDI NEOS ETF TRUST12.4K shares4.43%2026-06-302026-08-04

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SPCK COLLABORATIVE INVESTMNT SER3.4K sharesnew addition2026-06-302026-08-04

CEG CONSTELLATION ENERGY CORP2.3K shares-1.65%2026-06-302026-08-04

ISHARES TR ISHARES TR6.0K shares1.58%2026-06-302026-08-04

UCON FIRST TR EXCHNG TRADED FD VI23.1K shares-3.62%2026-06-302026-08-04

AEE AMEREN CORP5.1K shares0.00%2026-06-302026-08-04

XLI SELECT SECTOR SPDR TR3.1K shares0.00%2026-06-302026-08-04

DE DEERE & CO890 shares28.61%2026-06-302026-08-04

JIRE J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2026-06-302026-08-04

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SCMB SCHWAB STRATEGIC TR20.7K shares0.09%2026-06-302026-08-04

MO ALTRIA GROUP INC7.4K shares-0.93%2026-06-302026-08-04

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.4K sharesnew addition2026-06-302026-08-04

GBTC GRAYSCALE BITCOIN TRUST ETF11.4K shares-1.24%2026-06-302026-08-04

RSPF INVESCO EXCHANGE TRADED FD T6.7K shares0.00%2026-06-302026-08-04

SCHA SCHWAB STRATEGIC TR14.2K shares0.01%2026-06-302026-08-04

CSHI NEOS ETF TRUST10.3K shares13.63%2026-06-302026-08-04

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.4K shares2.18%2026-06-302026-08-04

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VFH VANGUARD WORLD FD3.9K shares-0.34%2026-06-302026-08-04

SCHM SCHWAB STRATEGIC TR13.8K shares-0.84%2026-06-302026-08-04

USB US BANCORP8.2K shares-7.25%2026-06-302026-08-04

CGDG CAPITAL GROUP DIVIDEND GROWE13.2K shares0.16%2026-06-302026-08-04

BSX BOSTON SCIENTIFIC CORP11.4K shares1.44%2026-06-302026-08-04

C CITIGROUP INC3.4K shares8.40%2026-06-302026-08-04

XLRE SELECT SECTOR SPDR TR10.6K shares-17.07%2026-06-302026-08-04

DAL DELTA AIR LINES INC4.9K shares-9.49%2026-06-302026-08-04

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SBUX STARBUCKS CORP4.4K shares-0.87%2026-06-302026-08-04

SPLV INVESCO EXCH TRADED FD TR II6.0K shares-13.17%2026-06-302026-08-04

MGV VANGUARD WORLD FD2.8K shares-0.36%2026-06-302026-08-04

VO VANGUARD INDEX FDS5.6K shares294.09%2026-06-302026-08-04

RPV INVESCO EXCHANGE TRADED FD T4.0K shares0.08%2026-06-302026-08-04

IBB ISHARES TR2.4K shares-7.62%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC6.5K shares28.31%2026-06-302026-08-04

ISEP INNOVATOR ETFS TRUST12.7K shares-23.96%2026-06-302026-08-04

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LQD ISHARES TR4.0K shares-23.77%2026-06-302026-08-04

APPLOVIN CORP APPLOVIN CORP846 shares1.44%2026-06-302026-08-04

SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.02%2026-06-302026-08-04

XLY SELECT SECTOR SPDR TR3.7K shares0.00%2026-06-302026-08-04

WAB WABTEC1.6K shares-0.12%2026-06-302026-08-04

PJAN INNOVATOR ETFS TRUST8.6K shares0.00%2026-06-302026-08-04

TSPA T ROWE PRICE EXCHANGE-TRADED8.9K shares-0.60%2026-06-302026-08-04

GWW WW GRAINGER INC308 shares-6.67%2026-06-302026-08-04

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LVHI LEGG MASON ETF INVT10.3K shares0.60%2026-06-302026-08-04

WEC WEC ENERGY GROUP INC3.5K sharesnew addition2026-06-302026-08-04

TD TORONTO DOMINION BK ONT3.3K shares0.75%2026-06-302026-08-04

BLK BLACKROCK INC418 shares10.88%2026-06-302026-08-04

SDY SPDR SERIES TRUST2.6K shares0.53%2026-06-302026-08-04

AEROVIRONMENT INC AEROVIRONMENT INC2.4K shares80.28%2026-06-302026-08-04

DUSB DIMENSIONAL ETF TRUST7.9K shares84.26%2026-06-302026-08-04

VBR VANGUARD INDEX FDS1.7K shares3.38%2026-06-302026-08-04

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HPE HEWLETT PACKARD ENTERPRISE C8.9K sharesnew addition2026-06-302026-08-04

SCHC SCHWAB STRATEGIC TR8.3K shares-23.64%2026-06-302026-08-04

VZ VERIZON COMMUNICATIONS INC9.4K shares-7.03%2026-06-302026-08-04

IEF ISHARES TR4.1K shares-3.52%2026-06-302026-08-04

EJAN INNOVATOR ETFS TRUST10.8K shares51.33%2026-06-302026-08-04

STIP ISHARES TR3.8K shares33.37%2026-06-302026-08-04

SCHB SCHWAB STRATEGIC TR13.2K shares2.31%2026-06-302026-08-04

TER TERADYNE INC786 shares-2.36%2026-06-302026-08-04

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WWW WOLVERINE WORLD WIDE INC23.0K shares0.00%2026-06-302026-08-04

FNDF SCHWAB STRATEGIC TR7.2K shares-3.71%2026-06-302026-08-04

ARM ARM HOLDINGS PLC1.1K sharesnew addition2026-06-302026-08-04

EMXC ISHARES INC3.7K shares-5.64%2026-06-302026-08-04

IONQ INC IONQ INC7.0K sharesnew addition2026-06-302026-08-04

PSX PHILLIPS 662.2K shares0.09%2026-06-302026-08-04

CGDV CAPITAL GROUP DIVIDEND VALUE7.5K shares0.04%2026-06-302026-08-04

QYLD GLOBAL X FDS20.0K shares0.29%2026-06-302026-08-04

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MCK MCKESSON CORP487 shares-1.42%2026-06-302026-08-04

FDD FIRST TR EXCHANGE-TRADED FD19.8K shares3.51%2026-06-302026-08-04

PTF INVESCO EXCHANGE TRADED FD T2.7K shares-1.74%2026-06-302026-08-04

SCCO SOUTHERN COPPER CORP2.0K shares-2.68%2026-06-302026-08-04

SPYV SPDR SERIES TRUST5.8K shares-8.32%2026-06-302026-08-04

ITW ILLINOIS TOOL WKS INC1.3K shares-0.38%2026-06-302026-08-04

CL COLGATE PALMOLIVE CO3.8K shares-6.11%2026-06-302026-08-04

PAVE GLOBAL X FDS5.9K shares-3.92%2026-06-302026-08-04

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BSCT INVESCO EXCH TRD SLF IDX FD18.7K shares0.00%2026-06-302026-08-04

ALAB ASTERA LABS INC717 sharesnew addition2026-06-302026-08-04

DIS DISNEY WALT CO3.6K shares-10.66%2026-06-302026-08-04

IAUG INNOVATOR ETFS TRUST11.4K shares-33.52%2026-06-302026-08-04

BNDX VANGUARD CHARLOTTE FDS7.0K shares0.07%2026-06-302026-08-04

INOV INNOVATOR ETFS TRUST9.1K shares0.00%2026-06-302026-08-04

GLTR ABRDN PRECIOUS METALS BASKET1.8K shares-20.70%2026-06-302026-08-04

TXN TEXAS INSTRS INC1.1K shares-3.14%2026-06-302026-08-04

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APH AMPHENOL CORP1.9K shares0.54%2026-06-302026-08-04

HCRB HARTFORD FDS EXCHANGE TRADED9.5K shares-2.64%2026-06-302026-08-04

EXC EXELON CORP7.1K shares0.21%2026-06-302026-08-04

RTX CORPORATION RTX CORPORATION1.7K shares0.81%2026-06-302026-08-04

EAPR INNOVATOR ETFS TRUST9.9K shares-0.57%2026-06-302026-08-04

O REALTY INCOME CORP5.3K shares0.78%2026-06-302026-08-04

GOVT ISHARES TR14.3K shares40.89%2026-06-302026-08-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F5.2K shares1.61%2026-06-302026-08-04

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L LOEWS CORP2.8K shares-9.34%2026-06-302026-08-04

DES WISDOMTREE TR7.9K shares0.00%2026-06-302026-08-04

MUB ISHARES TR3.0K shares0.07%2026-06-302026-08-04

CWB SPDR SERIES TRUST2.9K shares-1.51%2026-06-302026-08-04

DFSV DIMENSIONAL ETF TRUST8.1K shares0.00%2026-06-302026-08-04

CGGO CAPITAL GROUP GBL GROWTH EQT7.4K shares0.00%2026-06-302026-08-04

TLT ISHARES TR3.6K shares5.56%2026-06-302026-08-04

FNDE SCHWAB STRATEGIC TR7.9K shares-23.35%2026-06-302026-08-04

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TMFC RBB FD INC4.1K shares-0.99%2026-06-302026-08-04

VHT VANGUARD WORLD FD1.0K shares-10.33%2026-06-302026-08-04

ENB ENBRIDGE INC5.7K shares0.55%2026-06-302026-08-04

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.50%2026-06-302026-08-04

LNG CHENIERE ENERGY INC1.3K shares0.16%2026-06-302026-08-04

VANECK ETF TRUST VANECK ETF TRUST3.9K shares48.28%2026-06-302026-08-04

ROBO EXCHANGE TRADED CONCEPTS TRU3.4K shares3.03%2026-06-302026-08-04

PSA PUBLIC STORAGE914 shares-14.42%2026-06-302026-08-04

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IVE ISHARES TR1.3K shares8.03%2026-06-302026-08-04

VXF VANGUARD INDEX FDS1.2K shares-14.95%2026-06-302026-08-04

BSV VANGUARD BD INDEX FDS3.6K shares0.08%2026-06-302026-08-04

SUSB ISHARES TR11.2K shares1.02%2026-06-302026-08-04

SHEL SHELL PLC3.6K shares1.36%2026-06-302026-08-04

FI FISERV INC5.6K shares-60.80%2026-06-302026-08-04

IJH ISHARES TR3.5K shares3.11%2026-06-302026-08-04

FTSD FRANKLIN ETF TR3.0K shares0.43%2026-06-302026-08-04

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GLW CORNING INC1.1K sharesnew addition2026-06-302026-08-04

VGK VANGUARD INTL EQUITY INDEX F3.0K shares-25.08%2026-06-302026-08-04

AVUV AMERICAN CENTY ETF TR2.2K shares-2.09%2026-06-302026-08-04

VCIT VANGUARD SCOTTSDALE FDS3.2K shares0.90%2026-06-302026-08-04

SPYI NEOS ETF TRUST5.0K shares19.67%2026-06-302026-08-04

MRVL MARVELL TECHNOLOGY INC892 sharesnew addition2026-06-302026-08-04

BINC BLACKROCK ETF TRUST II5.0K shares11.60%2026-06-302026-08-04

AZO AUTOZONE INC82 shares1.23%2026-06-302026-08-04

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VGSH VANGUARD SCOTTSDALE FDS4.5K shares1.17%2026-06-302026-08-04

DON WISDOMTREE TR4.6K shares0.00%2026-06-302026-08-04

MBB ISHARES TR2.8K shares20.91%2026-06-302026-08-04

EES WISDOMTREE TR3.8K shares0.00%2026-06-302026-08-04

BNOV INNOVATOR ETFS TRUST5.4K shares0.00%2026-06-302026-08-04

SLYV SPDR SERIES TRUST2.4K shares0.34%2026-06-302026-08-04

DVY ISHARES TR1.6K shares4.02%2026-06-302026-08-04

COF CAPITAL ONE FINL CORP1.3K shares-1.17%2026-06-302026-08-04

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CRM SALESFORCE INC1.6K shares-6.90%2026-06-302026-08-04

NOC NORTHROP GRUMMAN CORP496 shares-0.60%2026-06-302026-08-04

DGS WISDOMTREE TR3.9K shares0.67%2026-06-302026-08-04

QQQH NEOS ETF TRUST4.5K sharesnew addition2026-06-302026-08-04

SCHW SCHWAB CHARLES CORP2.7K shares-0.55%2026-06-302026-08-04

JVAL J P MORGAN EXCHANGE TRADED F4.3K shares0.00%2026-06-302026-08-04

EPD ENTERPRISE PRODS PARTNERS L6.7K shares1.53%2026-06-302026-08-04

BX BLACKSTONE INC2.1K shares-1.79%2026-06-302026-08-04

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LOW LOWES COS INC1.1K shares2.39%2026-06-302026-08-04

VOE VANGUARD INDEX FDS1.2K shares0.08%2026-06-302026-08-04

UPS UNITED PARCEL SVCS INC2.3K shares-0.48%2026-06-302026-08-04

WASTE MGMT INC DEL WASTE MGMT INC DEL1.1K shares-26.45%2026-06-302026-08-04

AME AMETEK INC1.0K shares0.30%2026-06-302026-08-04

DGRO ISHARES TR3.2K shares-18.76%2026-06-302026-08-04

ASML ASML HLDG NV121 sharesnew addition2026-06-302026-08-04

F FORD MTR CO17.1K shares-36.68%2026-06-302026-08-04

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MPC MARATHON PETE CORP928 shares-12.20%2026-06-302026-08-04

OHI OMEGA HEALTHCARE INVS INC4.9K shares0.00%2026-06-302026-08-04

DLS WISDOMTREE TR2.8K shares0.11%2026-06-302026-08-04

UNP UNION PAC CORP854 shares0.47%2026-06-302026-08-04

CSX CSX CORP4.8K shares-6.19%2026-06-302026-08-04

PFE PFIZER INC9.5K shares-10.21%2026-06-302026-08-04

KJAN INNOVATOR ETFS TRUST5.0K shares-12.73%2026-06-302026-08-04

SCZ ISHARES TR2.8K shares0.18%2026-06-302026-08-04

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ED CONSOLIDATED EDISON INC2.0K shares-1.44%2026-06-302026-08-04

COIN COINBASE GLOBAL INC1.5K shares0.26%2026-06-302026-08-04

BKNG BOOKING HOLDINGS INC1.3K shares2372.55%2026-06-302026-08-04

BE BLOOM ENERGY CORP742 sharesnew addition2026-06-302026-08-04

LPLA LPL FINL HLDGS INC797 shares6.41%2026-06-302026-08-04

OXY OCCIDENTAL PETE CORP4.6K shares-13.56%2026-06-302026-08-04

FFLC FIDELITY COVINGTON TRUST3.8K sharesnew addition2026-06-302026-08-04

KDEC INNOVATOR ETFS TRUST7.9K shares0.00%2026-06-302026-08-04

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ALPS ETF TR ALPS ETF TR4.3K sharesnew addition2026-06-302026-08-04

RGTI RIGETTI COMPUTING INC11.4K sharesnew addition2026-06-302026-08-04

SCHE SCHWAB STRATEGIC TR6.0K shares-19.49%2026-06-302026-08-04

EFA ISHARES TR2.1K shares1.50%2026-06-302026-08-04

BMY BRISTOL-MYERS SQUIBB CO3.8K shares-6.08%2026-06-302026-08-04

MDLZ MONDELEZ INTL INC3.8K shares0.88%2026-06-302026-08-04

IBTG ISHARES TR9.5K shares0.00%2026-06-302026-08-04

JBHT HUNT J B TRANS SVCS INC749 sharesnew addition2026-06-302026-08-04

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SNOWFLAKE INC SNOWFLAKE INC850 sharesnew addition2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND414 sharesnew addition2026-06-302026-08-04

IMAR INNOVATOR ETFS TRUST7.1K shares-33.52%2026-06-302026-08-04

CVS CVS HEALTH CORP2.1K sharesnew addition2026-06-302026-08-04

KMB KIMBERLY-CLARK CORP2.0K sharesnew addition2026-06-302026-08-04

USSG DBX ETF TR3.1K sharesnew addition2026-06-302026-08-04

VNQ VANGUARD INDEX FDS2.2K shares-18.39%2026-06-302026-08-04

FCFS FIRSTCASH HOLDINGS INC975 sharesnew addition2026-06-302026-08-04

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ITA ISHARES TR869 sharesnew addition2026-06-302026-08-04

SCHP SCHWAB STRATEGIC TR7.9K shares-1.16%2026-06-302026-08-04

DUHP DIMENSIONAL ETF TRUST4.9K sharesnew addition2026-06-302026-08-04

IBTH ISHARES TR9.2K shares0.00%2026-06-302026-08-04

VEU VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2026-06-302026-08-04

VGIT VANGUARD SCOTTSDALE FDS3.4K shares0.00%2026-06-302026-08-04

MET METLIFE INC2.4K sharesnew addition2026-06-302026-08-04

VFL ABRDN NATL MUN INCOME FD19.4K shares0.44%2026-06-302026-08-04

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WPC WP CAREY INC2.8K sharesnew addition2026-06-302026-08-04

JPC NUVEEN PFD & INCOME OPPORTUN24.6K shares0.91%2026-06-302026-08-04

SMB VANECK ETF TRUST11.0K shares0.00%2026-06-302026-08-04

ZVRA ZEVRA THERAPEUTICS INC11.0K sharesnew addition2026-06-302026-08-04

NFJ VIRTUS DIVIDEND INTEREST & P10.1K shares0.76%2026-06-302026-08-04

DSL DOUBLELINE INCOME SOLUTIONS11.5K shares0.00%2026-06-302026-08-04

LYG LLOYDS BANKING GROUP PLC19.8K shares1.40%2026-06-302026-08-04

LUMN LUMEN TECHNOLOGIES INC13.5K shares16.17%2026-06-302026-08-04

Sponsored

LUNG PULMONX CORP54.0K shares0.00%2026-06-302026-08-04

LXRX LEXICON PHARMACEUTICALS INC10.0K shares0.00%2026-06-302026-08-04

GEVO GEVO INC13.0K shares0.00%2026-06-302026-08-04

SCHD

SCHWAB STRATEGIC TR

7.02%

Shares3.2M

Event2026-06-30

Filed2026-08-04

SCHG

SCHWAB STRATEGIC TR

9.42%

Shares2.8M

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

484.10%

Shares1.1M

Event2026-06-30

Filed2026-08-04

PJFG

PGIM ETF TR

-2.86%

Shares702.5K

Event2026-06-30

Filed2026-08-04

JBND

J P MORGAN EXCHANGE TRADED F

-0.83%

Shares1.4M

Event2026-06-30

Filed2026-08-04

SCHX

SCHWAB STRATEGIC TR

-1.69%

Shares2.3M

Event2026-06-30

Filed2026-08-04

LMBS

FIRST TR EXCHANGE-TRADED FD

1.04%

Shares1.1M

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-2.55%

Shares152.3K

Event2026-06-30

Filed2026-08-04

JCPB

J P MORGAN EXCHANGE TRADED F

6.73%

Shares934.2K

Event2026-06-30

Filed2026-08-04

RAAX

VANECK ETF TRUST

18.02%

Shares955.9K

Event2026-06-30

Filed2026-08-04

HTRB

HARTFORD FDS EXCHANGE TRADED

9.71%

Shares978.5K

Event2026-06-30

Filed2026-08-04

PYLD

PIMCO ETF TR

-0.84%

Shares1.1M

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

10.64%

Shares141.5K

Event2026-06-30

Filed2026-08-04

CHRW

C H ROBINSON WORLDWIDE IN

-0.76%

Shares136.3K

Event2026-06-30

Filed2026-08-04

FBT

FIRST TR EXCHANGE-TRADED FD

-1.96%

Shares102.4K

Event2026-06-30

Filed2026-08-04

DFAE

DIMENSIONAL ETF TRUST

8.46%

Shares623.4K

Event2026-06-30

Filed2026-08-04

DFAI

DIMENSIONAL ETF TRUST

8.82%

Shares596.9K

Event2026-06-30

Filed2026-08-04

BOND

PIMCO ETF TR

-0.57%

Shares239.5K

Event2026-06-30

Filed2026-08-04

AVMC

AMERICAN CENTY ETF TR

10.37%

Shares269.5K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

-2.96%

Shares80.2K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-2.85%

Shares51.2K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

-1.87%

Shares81.7K

Event2026-06-30

Filed2026-08-04

AVEM

AMERICAN CENTY ETF TR

-1.32%

Shares177.1K

Event2026-06-30

Filed2026-08-04

VOO

VANGUARD INDEX FDS

-5.93%

Shares24.2K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-2.72%

Shares22.2K

Event2026-06-30

Filed2026-08-04

QQQ

INVESCO QQQ TR

-0.24%

Shares21.6K

Event2026-06-30

Filed2026-08-04

FESM

FIDELITY COVINGTON TRUST

1.38%

Shares318.8K

Event2026-06-30

Filed2026-08-04

WCMI

FIRST TR EXCHANGE-TRADED FD

-0.06%

Shares785.4K

Event2026-06-30

Filed2026-08-04

FEOE

RBB FUND TRUST

-1.41%

Shares283.7K

Event2026-06-30

Filed2026-08-04

NPFI

NUSHARES ETF TR

-0.79%

Shares574.1K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-4.18%

Shares38.4K

Event2026-06-30

Filed2026-08-04

HODL

VANECK BITCOIN ETF

-3.46%

Shares828.8K

Event2026-06-30

Filed2026-08-04

CROWDSTRIKE HLDGS INC

-3.21%

Shares18.0K

Event2026-06-30

Filed2026-08-04

COSTCO WHOLESALE CORPORATION

-2.23%

Shares14.0K

Event2026-06-30

Filed2026-08-04

SMMD

ISHARES TR

-0.83%

Shares142.3K

Event2026-06-30

Filed2026-08-04

AVSC

AMERICAN CENTY ETF TR

9.13%

Shares167.0K

Event2026-06-30

Filed2026-08-04

DATADOG INC

-5.39%

Shares44.9K

Event2026-06-30

Filed2026-08-04

HWKN

HAWKINS INC

8.88%

Shares76.3K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-1.05%

Shares39.8K

Event2026-06-30

Filed2026-08-04

VLO

VALERO ENERGY CORP

-4.06%

Shares38.1K

Event2026-06-30

Filed2026-08-04

DFCF

DIMENSIONAL ETF TRUST

-9.36%

Shares222.5K

Event2026-06-30

Filed2026-08-04

FFIV

F5 INC

-4.32%

Shares22.3K

Event2026-06-30

Filed2026-08-04

IBM

INTERNATIONAL BUSINESS MACHS

-6.52%

Shares32.9K

Event2026-06-30

Filed2026-08-04

WMT

WALMART INC

-3.96%

Shares79.7K

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-2.99%

Shares17.3K

Event2026-06-30

Filed2026-08-04

EMB

ISHARES TR

9.45%

Shares87.5K

Event2026-06-30

Filed2026-08-04

PREF

PRINCIPAL EXCHANGE TRADED FD

9.40%

Shares441.9K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

9.89%

Shares14.9K

Event2026-06-30

Filed2026-08-04

DFAC

DIMENSIONAL ETF TRUST

0.66%

Shares188.1K

Event2026-06-30

Filed2026-08-04

EA SERIES TRUST

New

Shares161.6K

Event2026-06-30

Filed2026-08-04

VISA INC

-11.52%

Shares23.6K

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

-0.40%

Shares6.5K

Event2026-06-30

Filed2026-08-04

ALL

ALLSTATE CORP

-3.11%

Shares32.2K

Event2026-06-30

Filed2026-08-04

QCOM

QUALCOMM INC

-3.93%

Shares41.2K

Event2026-06-30

Filed2026-08-04

LIVE NATION ENTERTAINMENT IN

-3.40%

Shares41.2K

Event2026-06-30

Filed2026-08-04

IJUL

INNOVATOR ETFS TRUST

-2.37%

Shares199.4K

Event2026-06-30

Filed2026-08-04

UJUN

INNOVATOR ETFS TRUST

5.47%

Shares185.2K

Event2026-06-30

Filed2026-08-04

CHUBB LIMITED

-2.94%

Shares20.6K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.69%

Shares18.9K

Event2026-06-30

Filed2026-08-04

EOG

EOG RES INC

-4.37%

Shares52.5K

Event2026-06-30

Filed2026-08-04

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-3.38%

Shares27.2K

Event2026-06-30

Filed2026-08-04

SCHF

SCHWAB STRATEGIC TR

-7.74%

Shares240.5K

Event2026-06-30

Filed2026-08-04

EXPD

EXPEDITORS INTL WASH INC

-2.69%

Shares40.3K

Event2026-06-30

Filed2026-08-04

HSIC

SCHEIN HENRY INC

-3.15%

Shares78.2K

Event2026-06-30

Filed2026-08-04

TJX

TJX COS INC NEW

-2.97%

Shares42.9K

Event2026-06-30

Filed2026-08-04

ECL

ECOLAB INC

-2.94%

Shares23.0K

Event2026-06-30

Filed2026-08-04

CDW

CDW CORP

-5.13%

Shares44.9K

Event2026-06-30

Filed2026-08-04

HIG

HARTFORD INSURANCE GROUP INC

-2.55%

Shares47.6K

Event2026-06-30

Filed2026-08-04

FIRSTENERGY CORP

-3.30%

Shares130.6K

Event2026-06-30

Filed2026-08-04

IWY

ISHARES TR

-6.96%

Shares20.5K

Event2026-06-30

Filed2026-08-04

TEL

TE CONNECTIVITY PLC

-2.85%

Shares28.9K

Event2026-06-30

Filed2026-08-04

GILD

GILEAD SCIENCES INC

-2.28%

Shares46.1K

Event2026-06-30

Filed2026-08-04

VICI

VICI PPTYS INC

-4.36%

Shares212.3K

Event2026-06-30

Filed2026-08-04

MGK

VANGUARD WORLD FD

403.81%

Shares64.1K

Event2026-06-30

Filed2026-08-04

AT&T INC

-3.38%

Shares265.1K

Event2026-06-30

Filed2026-08-04

CTAS

CINTAS CORP

-3.11%

Shares32.0K

Event2026-06-30

Filed2026-08-04

ABT

ABBOTT LABORATORIES

-2.66%

Shares60.0K

Event2026-06-30

Filed2026-08-04

SELECT SECTOR SPDR TR

2.02%

Shares120.0K

Event2026-06-30

Filed2026-08-04

BND

VANGUARD BD INDEX FDS

12.40%

Shares73.2K

Event2026-06-30

Filed2026-08-04

KROGER CO

-3.34%

Shares96.6K

Event2026-06-30

Filed2026-08-04

NTAP

NETAPP INC

1259.39%

Shares33.8K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

1.37%

Shares12.3K

Event2026-06-30

Filed2026-08-04

COR

CENCORA INC

-1.45%

Shares18.3K

Event2026-06-30

Filed2026-08-04

AOS

SMITH A O CORP

-2.65%

Shares79.8K

Event2026-06-30

Filed2026-08-04

CGUS

CAPITAL GROUP CORE EQUITY ET

-8.25%

Shares110.8K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-1.33%

Shares13.7K

Event2026-06-30

Filed2026-08-04

GEW

EA SERIES TRUST

0.00%

Shares84.3K

Event2026-06-30

Filed2026-08-04

ADSK

AUTODESK INC

-4.90%

Shares22.8K

Event2026-06-30

Filed2026-08-04

HOME DEPOT INC

-4.37%

Shares12.6K

Event2026-06-30

Filed2026-08-04

BSCS

INVESCO EXCH TRD SLF IDX FD

-4.59%

Shares216.0K

Event2026-06-30

Filed2026-08-04

DFAW

DIMENSIONAL ETF TRUST

0.83%

Shares52.3K

Event2026-06-30

Filed2026-08-04

JPEM

J P MORGAN EXCHANGE TRADED F

-2.19%

Shares68.2K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

0.31%

Shares12.8K

Event2026-06-30

Filed2026-08-04

BROADRIDGE FINL SOLUTIONS IN

-2.90%

Shares30.4K

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-14.96%

Shares9.9K

Event2026-06-30

Filed2026-08-04

VEA

VANGUARD TAX-MANAGED FDS

-6.67%

Shares57.2K

Event2026-06-30

Filed2026-08-04

DFUS

DIMENSIONAL ETF TRUST

1.70%

Shares48.7K

Event2026-06-30

Filed2026-08-04

ROL

ROLLINS INC

-3.50%

Shares93.0K

Event2026-06-30

Filed2026-08-04

CAT

CATERPILLAR INC

22.97%

Shares3.6K

Event2026-06-30

Filed2026-08-04

MICRON TECHNOLOGY INC

-5.70%

Shares3.4K

Event2026-06-30

Filed2026-08-04

GMUB

GOLDMAN SACHS ETF TR

8.97%

Shares74.1K

Event2026-06-30

Filed2026-08-04

BSCR

INVESCO EXCH TRD SLF IDX FD

-3.01%

Shares192.6K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

0.24%

Shares10.0K

Event2026-06-30

Filed2026-08-04

EJUL

INNOVATOR ETFS TRUST

-2.98%

Shares117.3K

Event2026-06-30

Filed2026-08-04

FTNT

FORTINET INC

New

Shares23.6K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-04

ABBVIE INC

0.39%

Shares14.3K

Event2026-06-30

Filed2026-08-04

BSVO

EA SERIES TRUST

0.00%

Shares122.1K

Event2026-06-30

Filed2026-08-04

UDEC

INNOVATOR ETFS TRUST

-5.69%

Shares83.4K

Event2026-06-30

Filed2026-08-04

GSST

GOLDMAN SACHS ETF TR

-3.16%

Shares66.2K

Event2026-06-30

Filed2026-08-04

ADOBE INC

New

Shares16.2K

Event2026-06-30

Filed2026-08-04

BSCQ

INVESCO EXCH TRD SLF IDX FD

-3.92%

Shares166.1K

Event2026-06-30

Filed2026-08-04

RISR

TIDAL TRUST I

4.58%

Shares87.1K

Event2026-06-30

Filed2026-08-04

XLK

SELECT SECTOR SPDR TR

-6.78%

Shares15.4K

Event2026-06-30

Filed2026-08-04

USSH

WISDOMTREE TR

10.37%

Shares58.2K

Event2026-06-30

Filed2026-08-04

XEL

XCEL ENERGY INC

-0.10%

Shares35.6K

Event2026-06-30

Filed2026-08-04

CHD

CHURCH & DWIGHT CO INC

-4.29%

Shares28.5K

Event2026-06-30

Filed2026-08-04

XLP

SELECT SECTOR SPDR TR

-1.41%

Shares33.2K

Event2026-06-30

Filed2026-08-04

CGCB

CAPITAL GRP FIXED INCM ETF T

4.52%

Shares105.0K

Event2026-06-30

Filed2026-08-04

IGSB

ISHARES TR

53.88%

Shares51.4K

Event2026-06-30

Filed2026-08-04

DFAX

DIMENSIONAL ETF TRUST

7.08%

Shares72.4K

Event2026-06-30

Filed2026-08-04

DCI

DONALDSON INC

-0.66%

Shares29.6K

Event2026-06-30

Filed2026-08-04

SCHV

SCHWAB STRATEGIC TR

1.56%

Shares76.4K

Event2026-06-30

Filed2026-08-04

ISHARES TR

2.82%

Shares3.5K

Event2026-06-30

Filed2026-08-04

DFIC

DIMENSIONAL ETF TRUST

-0.64%

Shares69.2K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

6.84%

Shares18.7K

Event2026-06-30

Filed2026-08-04

PARKER-HANNIFIN CORP

4.04%

Shares2.6K

Event2026-06-30

Filed2026-08-04

CION

CION INVT CORP

-0.59%

Shares404.5K

Event2026-06-30

Filed2026-08-04

PANW

PALO ALTO NETWORKS INC

-1.99%

Shares7.2K

Event2026-06-30

Filed2026-08-04

KJUL

INNOVATOR ETFS TRUST

-0.92%

Shares71.6K

Event2026-06-30

Filed2026-08-04

UMAR

INNOVATOR ETFS TRUST

-0.71%

Shares57.5K

Event2026-06-30

Filed2026-08-04

UAPR

INNOVATOR ETFS TRUST

-8.81%

Shares68.9K

Event2026-06-30

Filed2026-08-04

AKRE

PROFESIONALLY MANAGED PORTFO

-19.85%

Shares45.0K

Event2026-06-30

Filed2026-08-04

FLQM

FRANKLIN TEMPLETON ETF TR

-6.18%

Shares41.2K

Event2026-06-30

Filed2026-08-04

DFAS

DIMENSIONAL ETF TRUST

-2.47%

Shares28.9K

Event2026-06-30

Filed2026-08-04

UJUL

INNOVATOR ETFS TRUST

3.33%

Shares57.7K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICES INC

2.10%

Shares4.0K

Event2026-06-30

Filed2026-08-04

IRT

INDEPENDENCE RLTY TR INC

-2.66%

Shares138.8K

Event2026-06-30

Filed2026-08-04

XLV

SELECT SECTOR SPDR TR

0.13%

Shares14.4K

Event2026-06-30

Filed2026-08-04

LMT

LOCKHEED MARTIN CORP

-0.84%

Shares4.5K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

30.21%

Shares9.6K

Event2026-06-30

Filed2026-08-04

GE AEROSPACE

17.43%

Shares6.0K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.64%

Shares4.6K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-10.98%

Shares21.7K

Event2026-06-30

Filed2026-08-04

GPIX

GOLDMAN SACHS ETF TR

0.00%

Shares38.6K

Event2026-06-30

Filed2026-08-04

FBND

FIDELITY MERRIMACK STR TR

0.57%

Shares46.6K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

-7.91%

Shares6.8K

Event2026-06-30

Filed2026-08-04

SGOV

ISHARES TR

-3.13%

Shares20.5K

Event2026-06-30

Filed2026-08-04

JPST

J P MORGAN EXCHANGE TRADED F

16.69%

Shares40.6K

Event2026-06-30

Filed2026-08-04

VWO

VANGUARD INTL EQUITY INDEX F

-6.39%

Shares33.8K

Event2026-06-30

Filed2026-08-04

IJUN

INNOVATOR ETFS TRUST

11.89%

Shares63.8K

Event2026-06-30

Filed2026-08-04

RSPH

INVESCO EXCHANGE TRADED FD T

-1.83%

Shares59.4K

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-5.91%

Shares3.9K

Event2026-06-30

Filed2026-08-04

RPG

INVESCO EXCHANGE TRADED FD T

1.57%

Shares30.7K

Event2026-06-30

Filed2026-08-04

VGT

VANGUARD WORLD FD

699.85%

Shares16.2K

Event2026-06-30

Filed2026-08-04

FNDX

SCHWAB STRATEGIC TR

-0.84%

Shares61.7K

Event2026-06-30

Filed2026-08-04

DLN

WISDOMTREE TR

0.11%

Shares19.9K

Event2026-06-30

Filed2026-08-04

IOCT

INNOVATOR ETFS TRUST

-1.57%

Shares51.7K

Event2026-06-30

Filed2026-08-04

DFLV

DIMENSIONAL ETF TRUST

-2.94%

Shares48.2K

Event2026-06-30

Filed2026-08-04

UAUG

INNOVATOR ETFS TRUST

-23.06%

Shares43.8K

Event2026-06-30

Filed2026-08-04

HNDL

STRATEGY SHS

-12.34%

Shares79.3K

Event2026-06-30

Filed2026-08-04

DFAU

DIMENSIONAL ETF TRUST

-25.00%

Shares34.7K

Event2026-06-30

Filed2026-08-04

IAU

ISHARES GOLD TR

20.98%

Shares23.0K

Event2026-06-30

Filed2026-08-04

IDEC

INNOVATOR ETFS TRUST

-0.26%

Shares49.1K

Event2026-06-30

Filed2026-08-04

ISHARES TR

-11.64%

Shares20.4K

Event2026-06-30

Filed2026-08-04

OPRT

OPORTUN FINL CORP

19.49%

Shares291.0K

Event2026-06-30

Filed2026-08-04

BMO

BANK MONTREAL MEDIUM

0.46%

Shares9.4K

Event2026-06-30

Filed2026-08-04

EOCT

INNOVATOR ETFS TRUST

-0.71%

Shares48.4K

Event2026-06-30

Filed2026-08-04

JPIB

J P MORGAN EXCHANGE TRADED F

-1.64%

Shares34.1K

Event2026-06-30

Filed2026-08-04

UFEB

INNOVATOR ETFS TRUST

-11.88%

Shares41.9K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

-0.84%

Shares3.8K

Event2026-06-30

Filed2026-08-04

EFAV

ISHARES TR

-8.14%

Shares18.4K

Event2026-06-30

Filed2026-08-04

MOAT

VANECK ETF TRUST

-0.23%

Shares15.5K

Event2026-06-30

Filed2026-08-04

ISRG

INTUITIVE SURGICAL INC

-0.02%

Shares4.0K

Event2026-06-30

Filed2026-08-04

DFIV

DIMENSIONAL ETF TRUST

5.75%

Shares29.5K

Event2026-06-30

Filed2026-08-04

IQLT

ISHARES TR

-4.51%

Shares31.2K

Event2026-06-30

Filed2026-08-04

SSO

PROSHARES TR

-1.35%

Shares22.5K

Event2026-06-30

Filed2026-08-04

DBL

DOUBLELINE OPPORTUNISTIC CR

-2.13%

Shares103.4K

Event2026-06-30

Filed2026-08-04

CGMU

CAPITAL GRP FIXED INCM ETF T

7.24%

Shares54.0K

Event2026-06-30

Filed2026-08-04

3M CO

-1.95%

Shares9.1K

Event2026-06-30

Filed2026-08-04

GEV

GE VERNOVA INC

3.47%

Shares1.2K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

-0.08%

Shares18.0K

Event2026-06-30

Filed2026-08-04

UOCT

INNOVATOR ETFS TRUST

0.00%

Shares34.1K

Event2026-06-30

Filed2026-08-04

VXUS

VANGUARD STAR FDS

-0.44%

Shares16.3K

Event2026-06-30

Filed2026-08-04

IAPR

INNOVATOR ETFS TRUST

-2.95%

Shares41.9K

Event2026-06-30

Filed2026-08-04

USFR

WISDOMTREE TR

-1.95%

Shares27.6K

Event2026-06-30

Filed2026-08-04

GLD

SPDR GOLD TR

2.86%

Shares3.7K

Event2026-06-30

Filed2026-08-04

NETFLIX INC.

2.24%

Shares18.4K

Event2026-06-30

Filed2026-08-04

AMGN

AMGEN INC

-2.31%

Shares3.6K

Event2026-06-30

Filed2026-08-04

GOLDMAN SACHS GROUP INC

-3.20%

Shares1.3K

Event2026-06-30

Filed2026-08-04

RZG

INVESCO EXCHANGE TRADED FD T

-2.21%

Shares17.5K

Event2026-06-30

Filed2026-08-04

INTC

INTEL CORP

-0.09%

Shares9.1K

Event2026-06-30

Filed2026-08-04

KLAC

KLA CORP

858.81%

Shares4.2K

Event2026-06-30

Filed2026-08-04

USEP

INNOVATOR ETFS TRUST

-7.43%

Shares30.4K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

-4.38%

Shares4.0K

Event2026-06-30

Filed2026-08-04

MORGAN STANLEY

-0.18%

Shares6.0K

Event2026-06-30

Filed2026-08-04

REMX

VANECK ETF TRUST

15.23%

Shares13.7K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

-6.77%

Shares21.3K

Event2026-06-30

Filed2026-08-04

WFC

WELLS FARGO & CO

4.24%

Shares14.4K

Event2026-06-30

Filed2026-08-04

COCA COLA CO

-1.51%

Shares14.5K

Event2026-06-30

Filed2026-08-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-04

SMH

VANECK ETF TRUST

4.52%

Shares1.7K

Event2026-06-30

Filed2026-08-04

CANADIAN IMPERIAL BANK OF CO

0.08%

Shares9.9K

Event2026-06-30

Filed2026-08-04

GENERAL DYNAMICS CORP

0.19%

Shares3.1K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-0.75%

Shares8.4K

Event2026-06-30

Filed2026-08-04

RSPT

INVESCO EXCHANGE TRADED FD T

-0.36%

Shares16.2K

Event2026-06-30

Filed2026-08-04

LRCX

LAM RESEARCH CORP

-1.31%

Shares2.4K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

-7.93%

Shares11.8K

Event2026-06-30

Filed2026-08-04

APPLIED MATLS INC

0.07%

Shares1.4K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-13.62%

Shares6.9K

Event2026-06-30

Filed2026-08-04

FAST

FASTENAL CO

-0.17%

Shares21.0K

Event2026-06-30

Filed2026-08-04

ORACLE CORP

-6.15%

Shares6.8K

Event2026-06-30

Filed2026-08-04

XYLD

GLOBAL X FDS

-1.26%

Shares24.0K

Event2026-06-30

Filed2026-08-04

TECH

BIO-TECHNE CORP

-6.76%

Shares13.8K

Event2026-06-30

Filed2026-08-04

EFG

ISHARES TR

-0.19%

Shares7.8K

Event2026-06-30

Filed2026-08-04

POCT

INNOVATOR ETFS TRUST

-0.97%

Shares20.7K

Event2026-06-30

Filed2026-08-04

DFUV

DIMENSIONAL ETF TRUST

0.02%

Shares17.3K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

-37.73%

Shares8.1K

Event2026-06-30

Filed2026-08-04

LNC

LINCOLN NATL CORP IND

-4.96%

Shares26.8K

Event2026-06-30

Filed2026-08-04

SUB

ISHARES TR

0.34%

Shares8.7K

Event2026-06-30

Filed2026-08-04

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-04

SPDR SERIES TRUST

0.87%

Shares10.2K

Event2026-06-30

Filed2026-08-04

SPMO

INVESCO EXCH TRADED FD TR II

-1.10%

Shares5.5K

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

-34.26%

Shares1.4K

Event2026-06-30

Filed2026-08-04

SEAGATE TECHNOLOGY HLDNGS PL

0.44%

Shares914

Event2026-06-30

Filed2026-08-04

UNOV

INNOVATOR ETFS TRUST

0.00%

Shares21.9K

Event2026-06-30

Filed2026-08-04

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares14.4K

Event2026-06-30

Filed2026-08-04

IVW

ISHARES TR

3.53%

Shares6.2K

Event2026-06-30

Filed2026-08-04

WMB

WILLIAMS COS INC

-0.37%

Shares11.5K

Event2026-06-30

Filed2026-08-04

IDEV

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

0.38%

Shares4.5K

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

0.48%

Shares14.3K

Event2026-06-30

Filed2026-08-04

IJAN

INNOVATOR ETFS TRUST

-9.64%

Shares21.4K

Event2026-06-30

Filed2026-08-04

MCD

MCDONALDS CORP

0.37%

Shares3.0K

Event2026-06-30

Filed2026-08-04

TRAVELERS COMPANIES INC

-4.03%

Shares2.5K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-3.06%

Shares6.0K

Event2026-06-30

Filed2026-08-04

URA

GLOBAL X FDS

14.80%

Shares18.4K

Event2026-06-30

Filed2026-08-04

RSPU

INVESCO EXCHANGE TRADED FD T

0.24%

Shares9.8K

Event2026-06-30

Filed2026-08-04

KRE

SPDR SERIES TRUST

-4.38%

Shares10.6K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

3.53%

Shares9.6K

Event2026-06-30

Filed2026-08-04

ISTB

ISHARES TR

0.69%

Shares16.4K

Event2026-06-30

Filed2026-08-04

CASY

CASEYS GEN STORES INC

-7.31%

Shares977

Event2026-06-30

Filed2026-08-04

SPTM

SPDR SERIES TRUST

-2.86%

Shares8.4K

Event2026-06-30

Filed2026-08-04

IDMO

INVESCO EXCH TRADED FD TR II

25.76%

Shares12.4K

Event2026-06-30

Filed2026-08-04

AXP

AMERICAN EXPRESS CO

-0.68%

Shares2.2K

Event2026-06-30

Filed2026-08-04

SHY

ISHARES TR

-0.74%

Shares9.0K

Event2026-06-30

Filed2026-08-04

IWM

ISHARES TR

-1.00%

Shares2.4K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

-0.09%

Shares3.3K

Event2026-06-30

Filed2026-08-04

NLR

VANECK ETF TRUST

25.91%

Shares6.0K

Event2026-06-30

Filed2026-08-04

GINN

GOLDMAN SACHS ETF TR

-4.06%

Shares8.8K

Event2026-06-30

Filed2026-08-04

KAPR

INNOVATOR ETFS TRUST

-19.91%

Shares17.3K

Event2026-06-30

Filed2026-08-04

INTU

INTUIT

-83.14%

Shares2.6K

Event2026-06-30

Filed2026-08-04

COWZ

PACER FDS TR

2.06%

Shares11.0K

Event2026-06-30

Filed2026-08-04

BBAG

J P MORGAN EXCHANGE TRADED F

-14.55%

Shares14.8K

Event2026-06-30

Filed2026-08-04

IWF

ISHARES TR

300.00%

Shares5.5K

Event2026-06-30

Filed2026-08-04

XMHQ

INVESCO EXCHANGE TRADED FD T

0.07%

Shares6.0K

Event2026-06-30

Filed2026-08-04

SLV

ISHARES SILVER TR

11.01%

Shares12.6K

Event2026-06-30

Filed2026-08-04

BPRE

BLUEROCK PVT REAL ESTATE FD

-24.26%

Shares51.7K

Event2026-06-30

Filed2026-08-04

FICO

FAIR ISAAC CORP

-71.53%

Shares556

Event2026-06-30

Filed2026-08-04

AIQ

GLOBAL X FDS

14.45%

Shares10.1K

Event2026-06-30

Filed2026-08-04

BTC

GRAYSCALE BITCOIN MINI TR ET

2.82%

Shares25.5K

Event2026-06-30

Filed2026-08-04

UTES

ETFIS SER TR I

1.31%

Shares8.1K

Event2026-06-30

Filed2026-08-04

TGT

TARGET CORP

-8.96%

Shares5.0K

Event2026-06-30

Filed2026-08-04

ROYAL CARIBBEAN GROUP

1.08%

Shares2.1K

Event2026-06-30

Filed2026-08-04

VTIP

VANGUARD MALVERN FDS

-2.03%

Shares13.0K

Event2026-06-30

Filed2026-08-04

XLE

SELECT SECTOR SPDR TR

8.71%

Shares12.1K

Event2026-06-30

Filed2026-08-04

XOP

SPDR SERIES TRUST

-2.98%

Shares4.2K

Event2026-06-30

Filed2026-08-04

VCSH

VANGUARD SCOTTSDALE FDS

-0.14%

Shares8.1K

Event2026-06-30

Filed2026-08-04

ANET

ARISTA NETWORKS INC

1.82%

Shares3.7K

Event2026-06-30

Filed2026-08-04

EPS

WISDOMTREE TR

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-04

VANGUARD INTL EQUITY INDEX F

0.30%

Shares4.0K

Event2026-06-30

Filed2026-08-04

SPDW

SPDR INDEX SHS FDS

-3.62%

Shares12.3K

Event2026-06-30

Filed2026-08-04

FPE

FIRST TR EXCH TRADED FD III

-10.37%

Shares34.6K

Event2026-06-30

Filed2026-08-04

CGIC

CAPITAL GROUP INTERNATIONAL

0.56%

Shares16.9K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-2.36%

Shares3.7K

Event2026-06-30

Filed2026-08-04

FFIN

FIRST FINL BANKSHARES INC

0.00%

Shares17.4K

Event2026-06-30

Filed2026-08-04

SOUTHERN CO

-4.93%

Shares6.3K

Event2026-06-30

Filed2026-08-04

DEM

WISDOMTREE TR

-4.79%

Shares11.0K

Event2026-06-30

Filed2026-08-04

BNDI

NEOS ETF TRUST

4.43%

Shares12.4K

Event2026-06-30

Filed2026-08-04

SPCK

COLLABORATIVE INVESTMNT SER

New

Shares3.4K

Event2026-06-30

Filed2026-08-04

CEG

CONSTELLATION ENERGY CORP

-1.65%

Shares2.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

1.58%

Shares6.0K

Event2026-06-30

Filed2026-08-04

UCON

FIRST TR EXCHNG TRADED FD VI

-3.62%

Shares23.1K

Event2026-06-30

Filed2026-08-04

AEE

AMEREN CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-04

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-04

DEERE & CO

28.61%

Shares890

Event2026-06-30

Filed2026-08-04

JIRE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-04

SCMB

SCHWAB STRATEGIC TR

0.09%

Shares20.7K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

-0.93%

Shares7.4K

Event2026-06-30

Filed2026-08-04

HONEYWELL AEROSPACE INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.24%

Shares11.4K

Event2026-06-30

Filed2026-08-04

RSPF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-04

SCHA

SCHWAB STRATEGIC TR

0.01%

Shares14.2K

Event2026-06-30

Filed2026-08-04

CSHI

NEOS ETF TRUST

13.63%

Shares10.3K

Event2026-06-30

Filed2026-08-04

PALANTIR TECHNOLOGIES INC

2.18%

Shares4.4K

Event2026-06-30

Filed2026-08-04

VFH

VANGUARD WORLD FD

-0.34%

Shares3.9K

Event2026-06-30

Filed2026-08-04

SCHM

SCHWAB STRATEGIC TR

-0.84%

Shares13.8K

Event2026-06-30

Filed2026-08-04

USB

US BANCORP

-7.25%

Shares8.2K

Event2026-06-30

Filed2026-08-04

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.16%

Shares13.2K

Event2026-06-30

Filed2026-08-04

BSX

BOSTON SCIENTIFIC CORP

1.44%

Shares11.4K

Event2026-06-30

Filed2026-08-04

CITIGROUP INC

8.40%

Shares3.4K

Event2026-06-30

Filed2026-08-04

XLRE

SELECT SECTOR SPDR TR

-17.07%

Shares10.6K

Event2026-06-30

Filed2026-08-04

DAL

DELTA AIR LINES INC

-9.49%

Shares4.9K

Event2026-06-30

Filed2026-08-04

SBUX

STARBUCKS CORP

-0.87%

Shares4.4K

Event2026-06-30

Filed2026-08-04

SPLV

INVESCO EXCH TRADED FD TR II

-13.17%

Shares6.0K

Event2026-06-30

Filed2026-08-04

MGV

VANGUARD WORLD FD

-0.36%

Shares2.8K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

294.09%

Shares5.6K

Event2026-06-30

Filed2026-08-04

RPV

INVESCO EXCHANGE TRADED FD T

0.08%

Shares4.0K

Event2026-06-30

Filed2026-08-04

IBB

ISHARES TR

-7.62%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

28.31%

Shares6.5K

Event2026-06-30

Filed2026-08-04

ISEP

INNOVATOR ETFS TRUST

-23.96%

Shares12.7K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

-23.77%

Shares4.0K

Event2026-06-30

Filed2026-08-04

APPLOVIN CORP

1.44%

Shares846

Event2026-06-30

Filed2026-08-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.02%

Shares4.8K

Event2026-06-30

Filed2026-08-04

XLY

SELECT SECTOR SPDR TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-04

WAB

WABTEC

-0.12%

Shares1.6K

Event2026-06-30

Filed2026-08-04

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-04

TSPA

T ROWE PRICE EXCHANGE-TRADED

-0.60%

Shares8.9K

Event2026-06-30

Filed2026-08-04

GWW

WW GRAINGER INC

-6.67%

Shares308

Event2026-06-30

Filed2026-08-04

LVHI

LEGG MASON ETF INVT

0.60%

Shares10.3K

Event2026-06-30

Filed2026-08-04

WEC

WEC ENERGY GROUP INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-04

TORONTO DOMINION BK ONT

0.75%

Shares3.3K

Event2026-06-30

Filed2026-08-04

BLK

BLACKROCK INC

10.88%

Shares418

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

0.53%

Shares2.6K

Event2026-06-30

Filed2026-08-04

AEROVIRONMENT INC

80.28%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DUSB

DIMENSIONAL ETF TRUST

84.26%

Shares7.9K

Event2026-06-30

Filed2026-08-04

VBR

VANGUARD INDEX FDS

3.38%

Shares1.7K

Event2026-06-30

Filed2026-08-04

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares8.9K

Event2026-06-30

Filed2026-08-04

SCHC

SCHWAB STRATEGIC TR

-23.64%

Shares8.3K

Event2026-06-30

Filed2026-08-04

VERIZON COMMUNICATIONS INC

-7.03%

Shares9.4K

Event2026-06-30

Filed2026-08-04

IEF

ISHARES TR

-3.52%

Shares4.1K

Event2026-06-30

Filed2026-08-04

EJAN

INNOVATOR ETFS TRUST

51.33%

Shares10.8K

Event2026-06-30

Filed2026-08-04

STIP

ISHARES TR

33.37%

Shares3.8K

Event2026-06-30

Filed2026-08-04

SCHB

SCHWAB STRATEGIC TR

2.31%

Shares13.2K

Event2026-06-30

Filed2026-08-04

TER

TERADYNE INC

-2.36%

Shares786

Event2026-06-30

Filed2026-08-04

WWW

WOLVERINE WORLD WIDE INC

0.00%

Shares23.0K

Event2026-06-30

Filed2026-08-04

FNDF

SCHWAB STRATEGIC TR

-3.71%

Shares7.2K

Event2026-06-30

Filed2026-08-04

ARM

ARM HOLDINGS PLC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

EMXC

ISHARES INC

-5.64%

Shares3.7K

Event2026-06-30

Filed2026-08-04

IONQ INC

New

Shares7.0K

Event2026-06-30

Filed2026-08-04

PSX

PHILLIPS 66

0.09%

Shares2.2K

Event2026-06-30

Filed2026-08-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.04%

Shares7.5K

Event2026-06-30

Filed2026-08-04

QYLD

GLOBAL X FDS

0.29%

Shares20.0K

Event2026-06-30

Filed2026-08-04

MCK

MCKESSON CORP

-1.42%

Shares487

Event2026-06-30

Filed2026-08-04

FDD

FIRST TR EXCHANGE-TRADED FD

3.51%

Shares19.8K

Event2026-06-30

Filed2026-08-04

PTF

INVESCO EXCHANGE TRADED FD T

-1.74%

Shares2.7K

Event2026-06-30

Filed2026-08-04

SCCO

SOUTHERN COPPER CORP

-2.68%

Shares2.0K

Event2026-06-30

Filed2026-08-04

SPYV

SPDR SERIES TRUST

-8.32%

Shares5.8K

Event2026-06-30

Filed2026-08-04

ITW

ILLINOIS TOOL WKS INC

-0.38%

Shares1.3K

Event2026-06-30

Filed2026-08-04

COLGATE PALMOLIVE CO

-6.11%

Shares3.8K

Event2026-06-30

Filed2026-08-04

PAVE

GLOBAL X FDS

-3.92%

Shares5.9K

Event2026-06-30

Filed2026-08-04

BSCT

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares18.7K

Event2026-06-30

Filed2026-08-04

ALAB

ASTERA LABS INC

New

Shares717

Event2026-06-30

Filed2026-08-04

DIS

DISNEY WALT CO

-10.66%

Shares3.6K

Event2026-06-30

Filed2026-08-04

IAUG

INNOVATOR ETFS TRUST

-33.52%

Shares11.4K

Event2026-06-30

Filed2026-08-04

BNDX

VANGUARD CHARLOTTE FDS

0.07%

Shares7.0K

Event2026-06-30

Filed2026-08-04

INOV

INNOVATOR ETFS TRUST

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-04

GLTR

ABRDN PRECIOUS METALS BASKET

-20.70%

Shares1.8K

Event2026-06-30

Filed2026-08-04

TXN

TEXAS INSTRS INC

-3.14%

Shares1.1K

Event2026-06-30

Filed2026-08-04

APH

AMPHENOL CORP

0.54%

Shares1.9K

Event2026-06-30

Filed2026-08-04

HCRB

HARTFORD FDS EXCHANGE TRADED

-2.64%

Shares9.5K

Event2026-06-30

Filed2026-08-04

EXC

EXELON CORP

0.21%

Shares7.1K

Event2026-06-30

Filed2026-08-04

RTX CORPORATION

0.81%

Shares1.7K

Event2026-06-30

Filed2026-08-04

EAPR

INNOVATOR ETFS TRUST

-0.57%

Shares9.9K

Event2026-06-30

Filed2026-08-04

REALTY INCOME CORP

0.78%

Shares5.3K

Event2026-06-30

Filed2026-08-04

GOVT

ISHARES TR

40.89%

Shares14.3K

Event2026-06-30

Filed2026-08-04

J P MORGAN EXCHANGE TRADED F

1.61%

Shares5.2K

Event2026-06-30

Filed2026-08-04

LOEWS CORP

-9.34%

Shares2.8K

Event2026-06-30

Filed2026-08-04

DES

WISDOMTREE TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

MUB

ISHARES TR

0.07%

Shares3.0K

Event2026-06-30

Filed2026-08-04

CWB

SPDR SERIES TRUST

-1.51%

Shares2.9K

Event2026-06-30

Filed2026-08-04

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares8.1K

Event2026-06-30

Filed2026-08-04

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-04

TLT

ISHARES TR

5.56%

Shares3.6K

Event2026-06-30

Filed2026-08-04

FNDE

SCHWAB STRATEGIC TR

-23.35%

Shares7.9K

Event2026-06-30

Filed2026-08-04

TMFC

RBB FD INC

-0.99%

Shares4.1K

Event2026-06-30

Filed2026-08-04

VHT

VANGUARD WORLD FD

-10.33%

Shares1.0K

Event2026-06-30

Filed2026-08-04

ENB

ENBRIDGE INC

0.55%

Shares5.7K

Event2026-06-30

Filed2026-08-04

VOOV

VANGUARD ADMIRAL FDS INC

0.50%

Shares1.4K

Event2026-06-30

Filed2026-08-04

LNG

CHENIERE ENERGY INC

0.16%

Shares1.3K

Event2026-06-30

Filed2026-08-04

VANECK ETF TRUST

48.28%

Shares3.9K

Event2026-06-30

Filed2026-08-04

ROBO

EXCHANGE TRADED CONCEPTS TRU

3.03%

Shares3.4K

Event2026-06-30

Filed2026-08-04

PSA

PUBLIC STORAGE

-14.42%

Shares914

Event2026-06-30

Filed2026-08-04

IVE

ISHARES TR

8.03%

Shares1.3K

Event2026-06-30

Filed2026-08-04

VXF

VANGUARD INDEX FDS

-14.95%

Shares1.2K

Event2026-06-30

Filed2026-08-04

BSV

VANGUARD BD INDEX FDS

0.08%

Shares3.6K

Event2026-06-30

Filed2026-08-04

SUSB

ISHARES TR

1.02%

Shares11.2K

Event2026-06-30

Filed2026-08-04

SHEL

SHELL PLC

1.36%

Shares3.6K

Event2026-06-30

Filed2026-08-04

FISERV INC

-60.80%

Shares5.6K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

3.11%

Shares3.5K

Event2026-06-30

Filed2026-08-04

FTSD

FRANKLIN ETF TR

0.43%

Shares3.0K

Event2026-06-30

Filed2026-08-04

GLW

CORNING INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-04

VGK

VANGUARD INTL EQUITY INDEX F

-25.08%

Shares3.0K

Event2026-06-30

Filed2026-08-04

AVUV

AMERICAN CENTY ETF TR

-2.09%

Shares2.2K

Event2026-06-30

Filed2026-08-04

VCIT

VANGUARD SCOTTSDALE FDS

0.90%

Shares3.2K

Event2026-06-30

Filed2026-08-04

SPYI

NEOS ETF TRUST

19.67%

Shares5.0K

Event2026-06-30

Filed2026-08-04

MRVL

MARVELL TECHNOLOGY INC

New

Shares892

Event2026-06-30

Filed2026-08-04

BINC

BLACKROCK ETF TRUST II

11.60%

Shares5.0K

Event2026-06-30

Filed2026-08-04

AZO

AUTOZONE INC

1.23%

Shares82

Event2026-06-30

Filed2026-08-04

VGSH

VANGUARD SCOTTSDALE FDS

1.17%

Shares4.5K

Event2026-06-30

Filed2026-08-04

DON

WISDOMTREE TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-04

MBB

ISHARES TR

20.91%

Shares2.8K

Event2026-06-30

Filed2026-08-04

EES

WISDOMTREE TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-04

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-04

SLYV

SPDR SERIES TRUST

0.34%

Shares2.4K

Event2026-06-30

Filed2026-08-04

DVY

ISHARES TR

4.02%

Shares1.6K

Event2026-06-30

Filed2026-08-04

COF

CAPITAL ONE FINL CORP

-1.17%

Shares1.3K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-6.90%

Shares1.6K

Event2026-06-30

Filed2026-08-04

NOC

NORTHROP GRUMMAN CORP

-0.60%

Shares496

Event2026-06-30

Filed2026-08-04

DGS

WISDOMTREE TR

0.67%

Shares3.9K

Event2026-06-30

Filed2026-08-04

QQQH

NEOS ETF TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-08-04

SCHW

SCHWAB CHARLES CORP

-0.55%

Shares2.7K

Event2026-06-30

Filed2026-08-04

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-04

EPD

ENTERPRISE PRODS PARTNERS L

1.53%

Shares6.7K

Event2026-06-30

Filed2026-08-04

BLACKSTONE INC

-1.79%

Shares2.1K

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

2.39%

Shares1.1K

Event2026-06-30

Filed2026-08-04

VOE

VANGUARD INDEX FDS

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-04

UPS

UNITED PARCEL SVCS INC

-0.48%

Shares2.3K

Event2026-06-30

Filed2026-08-04

WASTE MGMT INC DEL

-26.45%

Shares1.1K

Event2026-06-30

Filed2026-08-04

AME

AMETEK INC

0.30%

Shares1.0K

Event2026-06-30

Filed2026-08-04

DGRO

ISHARES TR

-18.76%

Shares3.2K

Event2026-06-30

Filed2026-08-04

ASML

ASML HLDG NV

New

Shares121

Event2026-06-30

Filed2026-08-04

FORD MTR CO

-36.68%

Shares17.1K

Event2026-06-30

Filed2026-08-04

MPC

MARATHON PETE CORP

-12.20%

Shares928

Event2026-06-30

Filed2026-08-04

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-04

DLS

WISDOMTREE TR

0.11%

Shares2.8K

Event2026-06-30

Filed2026-08-04

UNP

UNION PAC CORP

0.47%

Shares854

Event2026-06-30

Filed2026-08-04

CSX

CSX CORP

-6.19%

Shares4.8K

Event2026-06-30

Filed2026-08-04

PFE

PFIZER INC

-10.21%

Shares9.5K

Event2026-06-30

Filed2026-08-04

KJAN

INNOVATOR ETFS TRUST

-12.73%

Shares5.0K

Event2026-06-30

Filed2026-08-04

SCZ

ISHARES TR

0.18%

Shares2.8K

Event2026-06-30

Filed2026-08-04

CONSOLIDATED EDISON INC

-1.44%

Shares2.0K

Event2026-06-30

Filed2026-08-04

COIN

COINBASE GLOBAL INC

0.26%

Shares1.5K

Event2026-06-30

Filed2026-08-04

BKNG

BOOKING HOLDINGS INC

2372.55%

Shares1.3K

Event2026-06-30

Filed2026-08-04

BLOOM ENERGY CORP

New

Shares742

Event2026-06-30

Filed2026-08-04

LPLA

LPL FINL HLDGS INC

6.41%

Shares797

Event2026-06-30

Filed2026-08-04

OXY

OCCIDENTAL PETE CORP

-13.56%

Shares4.6K

Event2026-06-30

Filed2026-08-04

FFLC

FIDELITY COVINGTON TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-08-04

KDEC

INNOVATOR ETFS TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

New

Shares4.3K

Event2026-06-30

Filed2026-08-04

RGTI

RIGETTI COMPUTING INC

New

Shares11.4K

Event2026-06-30

Filed2026-08-04

SCHE

SCHWAB STRATEGIC TR

-19.49%

Shares6.0K

Event2026-06-30

Filed2026-08-04

EFA

ISHARES TR

1.50%

Shares2.1K

Event2026-06-30

Filed2026-08-04

BMY

BRISTOL-MYERS SQUIBB CO

-6.08%

Shares3.8K

Event2026-06-30

Filed2026-08-04

MDLZ

MONDELEZ INTL INC

0.88%

Shares3.8K

Event2026-06-30

Filed2026-08-04

IBTG

ISHARES TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-08-04

JBHT

HUNT J B TRANS SVCS INC

New

Shares749

Event2026-06-30

Filed2026-08-04

SNOWFLAKE INC

New

Shares850

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

New

Shares414

Event2026-06-30

Filed2026-08-04

IMAR

INNOVATOR ETFS TRUST

-33.52%

Shares7.1K

Event2026-06-30

Filed2026-08-04

CVS

CVS HEALTH CORP

New

Shares2.1K

Event2026-06-30

Filed2026-08-04

KMB

KIMBERLY-CLARK CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-04

USSG

DBX ETF TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-04

VNQ

VANGUARD INDEX FDS

-18.39%

Shares2.2K

Event2026-06-30

Filed2026-08-04

FCFS

FIRSTCASH HOLDINGS INC

New

Shares975

Event2026-06-30

Filed2026-08-04

ITA

ISHARES TR

New

Shares869

Event2026-06-30

Filed2026-08-04

SCHP

SCHWAB STRATEGIC TR

-1.16%

Shares7.9K

Event2026-06-30

Filed2026-08-04

DUHP

DIMENSIONAL ETF TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-08-04

IBTH

ISHARES TR

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-04

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-08-04

MET

METLIFE INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-04

VFL

ABRDN NATL MUN INCOME FD

0.44%

Shares19.4K

Event2026-06-30

Filed2026-08-04

WPC

WP CAREY INC

New

Shares2.8K

Event2026-06-30

Filed2026-08-04

JPC

NUVEEN PFD & INCOME OPPORTUN

0.91%

Shares24.6K

Event2026-06-30

Filed2026-08-04

SMB

VANECK ETF TRUST

0.00%

Shares11.0K

Event2026-06-30

Filed2026-08-04

ZVRA

ZEVRA THERAPEUTICS INC

New

Shares11.0K

Event2026-06-30

Filed2026-08-04

NFJ

VIRTUS DIVIDEND INTEREST & P

0.76%

Shares10.1K

Event2026-06-30

Filed2026-08-04

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-04

LYG

LLOYDS BANKING GROUP PLC

1.40%

Shares19.8K

Event2026-06-30

Filed2026-08-04

LUMN

LUMEN TECHNOLOGIES INC

16.17%

Shares13.5K

Event2026-06-30

Filed2026-08-04

LUNG

PULMONX CORP

0.00%

Shares54.0K

Event2026-06-30

Filed2026-08-04

LXRX

LEXICON PHARMACEUTICALS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-04

GEVO

GEVO INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

QQQ Call CallINVESCO QQQ TR400 sharesnew addition2026-06-302026-08-04

MSFT Call CallMICROSOFT CORP400 sharesnew addition2026-06-302026-08-04

AAPL Call CallAPPLE INC500 sharesnew addition2026-06-302026-08-04

XLV Call CallSELECT SECTOR SPDR TR700 sharesnew addition2026-06-302026-08-04

VISA INC Call CallVISA INC300 sharesnew addition2026-06-302026-08-04

EFA Call CallISHARES TR800 shares-11.11%2026-06-302026-08-04

IAU Call CallISHARES GOLD TR1.0K shares42.86%2026-06-302026-08-04

ALIBABA GROUP HLDG LTD Call CallALIBABA GROUP HLDG LTD500 sharesnew addition2026-06-302026-08-04

SLV Call CallISHARES SILVER TR400 sharesnew addition2026-06-302026-08-04

QQQ Call

INVESCO QQQ TR

New

Shares400

Event2026-06-30

Filed2026-08-04

MSFT Call

MICROSOFT CORP

New

Shares400

Event2026-06-30

Filed2026-08-04

AAPL Call

APPLE INC

New

Shares500

Event2026-06-30

Filed2026-08-04

XLV Call

SELECT SECTOR SPDR TR

New

Shares700

Event2026-06-30

Filed2026-08-04

VISA INC Call

VISA INC

New

Shares300

Event2026-06-30

Filed2026-08-04

EFA Call

ISHARES TR

-11.11%

Shares800

Event2026-06-30

Filed2026-08-04

IAU Call

ISHARES GOLD TR

42.86%

Shares1.0K

Event2026-06-30

Filed2026-08-04

ALIBABA GROUP HLDG LTD Call

ALIBABA GROUP HLDG LTD

New

Shares500

Event2026-06-30

Filed2026-08-04

SLV Call

ISHARES SILVER TR

New

Shares400

Event2026-06-30

Filed2026-08-04

Put Option Holdings

VOO Put PutVANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T100 shares-83.33%2026-06-302026-08-04

VOO Put

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-83.33%

Shares100

Event2026-06-30

Filed2026-08-04