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The Analysis of XY Planning Network, Inc.'s Holdings & P&L

Currently, XY Planning Network, Inc. holds 340 types of securities in its portfolio with a total value $797.1M. In the most recent quarter, they have increased their positions in VUG (+161.4K shares, valued at $13.9M), VTV (+35.6K shares, valued at $7.8M), VCRB (+94.5K shares, valued at $7.3M); decreased their positions in EFV (-31.1K shares, valued at $2.4M), QUAL (-9.5K shares, valued at $2.1M), AAPL (-5.6K shares, valued at $1.6M); initiated new positions in VCRB (+94.5K shares, valued at $7.3M), N/A (+231.0K shares, valued at $4.8M), N/A (+4.6K shares, valued at $3.5M).

1M P&L

+4.5M+0.64%

3M P&L

+21.0M+3.06%

HY P&L

-28.6M-3.88%

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/A655.6M

93.8%

2Semiconductors8.0M

1.1%

3Consumer Electronics5.4M

0.8%

Top Industries by Stock Count

1N/A265 stocks

85.2%

2Semiconductors6 stocks

1.9%

3Drug Manufacturers - General3 stocks

1.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST975.9K shares2.71%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS111.1K shares5.23%2026-06-302026-07-15

VOO VANGUARD INDEX FDS48.8K shares4.88%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS363.1K shares31.68%2026-06-302026-07-15

DFIC DIMENSIONAL ETF TRUST547.9K shares9.08%2026-06-302026-07-15

VCIT VANGUARD SCOTTSDALE FDS220.2K shares5.03%2026-06-302026-07-15

VUG VANGUARD INDEX FDS178.7K shares938.43%2026-06-302026-07-15

BNDX VANGUARD CHARLOTTE FDS310.2K shares32.56%2026-06-302026-07-15

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DFCF DIMENSIONAL ETF TRUST345.8K shares11.76%2026-06-302026-07-15

MUNI PIMCO ETF TR234.4K shares8.02%2026-06-302026-07-15

VXUS VANGUARD STAR FDS141.0K shares4.06%2026-06-302026-07-15

SPMD SPDR SERIES TRUST174.1K shares-2.88%2026-06-302026-07-15

VTV VANGUARD INDEX FDS53.0K shares205.75%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.8K shares1.04%2026-06-302026-07-15

DFEM DIMENSIONAL ETF TRUST269.5K shares6.35%2026-06-302026-07-15

DFGR DIMENSIONAL ETF TRUST374.3K shares8.12%2026-06-302026-07-15

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SPDR SERIES TRUST SPDR SERIES TRUST120.5K shares104.65%2026-06-302026-07-15

ISHARES TR ISHARES TR14.1K shares17.34%2026-06-302026-07-15

DFUS DIMENSIONAL ETF TRUST126.2K shares11.62%2026-06-302026-07-15

XMHQ INVESCO EXCHANGE TRADED FD T91.4K shares28.01%2026-06-302026-07-15

DCOR DIMENSIONAL ETF TRUST119.3K shares12.34%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F163.1K shares-1.92%2026-06-302026-07-15

VTIP VANGUARD MALVERN FDS188.5K shares19.52%2026-06-302026-07-15

SGOV ISHARES TR84.1K shares70.77%2026-06-302026-07-15

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AVDV AMERICAN CENTY ETF TR81.0K shares18.51%2026-06-302026-07-15

VCRB VANGUARD MALVERN FDS94.5K sharesnew addition2026-06-302026-07-15

SPTI SPDR SERIES TRUST252.0K shares10.81%2026-06-302026-07-15

SPSM SPDR SERIES TRUST116.7K shares-0.59%2026-06-302026-07-15

DFSV DIMENSIONAL ETF TRUST171.4K shares1.41%2026-06-302026-07-15

NVDA NVIDIA CORPORATION30.6K shares-14.82%2026-06-302026-07-15

VGSH VANGUARD SCOTTSDALE FDS100.8K shares4.40%2026-06-302026-07-15

VCSH VANGUARD SCOTTSDALE FDS71.6K shares7.74%2026-06-302026-07-15

Sponsored

AVEM AMERICAN CENTY ETF TR56.7K shares53.44%2026-06-302026-07-15

AAPL APPLE INC18.6K shares-22.98%2026-06-302026-07-15

VT VANGUARD INTL EQUITY INDEX F34.3K shares-4.58%2026-06-302026-07-15

AVUS AMERICAN CENTY ETF TR41.4K shares77.52%2026-06-302026-07-15

DYNF BLACKROCK ETF TRUST77.2K shares-0.29%2026-06-302026-07-15

DFSD DIMENSIONAL ETF TRUST104.5K shares1905.99%2026-06-302026-07-15

SCHZ SCHWAB STRATEGIC TR212.6K shares3.26%2026-06-302026-07-15

IVW ISHARES TR35.0K shares15.35%2026-06-302026-07-15

Sponsored

HORIZON FDS HORIZON FDS231.0K sharesnew addition2026-06-302026-07-15

DFAI DIMENSIONAL ETF TRUST109.1K shares171.64%2026-06-302026-07-15

DFAX DIMENSIONAL ETF TRUST120.5K shares5.50%2026-06-302026-07-15

SPHQ INVESCO EXCHANGE TRADED FD T48.7K shares-3.67%2026-06-302026-07-15

SPYG SPDR SERIES TRUST36.6K shares6.73%2026-06-302026-07-15

IUSB ISHARES TR87.1K shares80.12%2026-06-302026-07-15

IVE ISHARES TR17.2K shares-11.36%2026-06-302026-07-15

REET ISHARES TR133.8K shares-1.72%2026-06-302026-07-15

Sponsored

UYLD ANGEL OAK FUNDS TRUST68.3K shares7.28%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.6K sharesnew addition2026-06-302026-07-15

DXJ WISDOMTREE TR19.9K shares0.13%2026-06-302026-07-15

AVUV AMERICAN CENTY ETF TR27.6K shares20.33%2026-06-302026-07-15

VUSB VANGUARD BD INDEX FDS68.6K shares6.01%2026-06-302026-07-15

DUHP DIMENSIONAL ETF TRUST80.0K shares-1.62%2026-06-302026-07-15

FBND FIDELITY MERRIMACK STR TR72.9K shares4.10%2026-06-302026-07-15

SCHF SCHWAB STRATEGIC TR119.3K shares4.80%2026-06-302026-07-15

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FLOT ISHARES TR63.9K shares30.38%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS41.4K shares499.45%2026-06-302026-07-15

DFAT DIMENSIONAL ETF TRUST45.9K shares3.48%2026-06-302026-07-15

NUBD NUSHARES ETF TR143.3K sharesnew addition2026-06-302026-07-15

DFAE DIMENSIONAL ETF TRUST76.0K shares514.84%2026-06-302026-07-15

EMXC ISHARES INC29.2K shares-5.70%2026-06-302026-07-15

GOOG ALPHABET INC8.3K shares40.47%2026-06-302026-07-15

ACWX ISHARES TR38.5K shares57.62%2026-06-302026-07-15

Sponsored

CORO BLACKROCK ETF TRUST79.6K shares36.26%2026-06-302026-07-15

SCHD SCHWAB STRATEGIC TR91.2K shares6.93%2026-06-302026-07-15

QQQ INVESCO QQQ TR3.8K shares3.26%2026-06-302026-07-15

IWV ISHARES TR6.6K shares-2.12%2026-06-302026-07-15

ESGV VANGUARD WORLD FD20.8K sharesnew addition2026-06-302026-07-15

VBR VANGUARD INDEX FDS11.2K shares358.50%2026-06-302026-07-15

VBK VANGUARD INDEX FDS7.3K shares170.01%2026-06-302026-07-15

MSFT MICROSOFT CORP7.1K shares119.46%2026-06-302026-07-15

Sponsored

SCHO SCHWAB STRATEGIC TR105.9K shares-0.73%2026-06-302026-07-15

DISV DIMENSIONAL ETF TRUST63.4K shares-0.34%2026-06-302026-07-15

MUB ISHARES TR23.2K shares27.17%2026-06-302026-07-15

IUSV ISHARES TR22.5K shares2.27%2026-06-302026-07-15

BAI BLACKROCK ETF TRUST46.0K shares-11.63%2026-06-302026-07-15

ITOT ISHARES TR14.6K shares-1.41%2026-06-302026-07-15

BOXX EA SERIES TRUST20.3K shares0.56%2026-06-302026-07-15

EUSA ISHARES INC20.5K shares3.02%2026-06-302026-07-15

Sponsored

ESGE ISHARES INC41.6K shares-5.06%2026-06-302026-07-15

DUSB DIMENSIONAL ETF TRUST43.6K shares50.13%2026-06-302026-07-15

DFAS DIMENSIONAL ETF TRUST26.6K shares60.67%2026-06-302026-07-15

DFAU DIMENSIONAL ETF TRUST41.6K shares43.80%2026-06-302026-07-15

CME CME GROUP INC9.7K shares-5.60%2026-06-302026-07-15

MOAT VANECK ETF TRUST20.3K shares-4.37%2026-06-302026-07-15

DFSU DIMENSIONAL ETF TRUST45.1K shares-4.48%2026-06-302026-07-15

DFNM DIMENSIONAL ETF TRUST43.1K shares31.74%2026-06-302026-07-15

Sponsored

ISTB ISHARES TR42.6K shares32.41%2026-06-302026-07-15

DFGP DIMENSIONAL ETF TRUST37.6K shares1.47%2026-06-302026-07-15

AMZN AMAZON COM INC8.4K shares5.08%2026-06-302026-07-15

HORIZON FDS HORIZON FDS208.6K sharesnew addition2026-06-302026-07-15

USMV ISHARES TR19.9K shares-9.41%2026-06-302026-07-15

SPMO INVESCO EXCH TRADED FD TR II11.7K shares2.06%2026-06-302026-07-15

BND VANGUARD BD INDEX FDS25.4K shares737.90%2026-06-302026-07-15

IJH ISHARES TR24.2K shares4.68%2026-06-302026-07-15

Sponsored

IJR ISHARES TR12.3K shares1.32%2026-06-302026-07-15

BROADCOM INC BROADCOM INC4.8K shares10.00%2026-06-302026-07-15

DFUV DIMENSIONAL ETF TRUST32.3K shares-2.07%2026-06-302026-07-15

ACWV ISHARES INC14.8K shares-2.75%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR48.9K shares1.17%2026-06-302026-07-15

BLCR BLACKROCK ETF TRUST34.6K shares340.48%2026-06-302026-07-15

VGT VANGUARD WORLD FD14.2K shares1017.47%2026-06-302026-07-15

DFIP DIMENSIONAL ETF TRUST40.6K shares34.33%2026-06-302026-07-15

Sponsored

GOOGL ALPHABET INC4.5K shares-8.76%2026-06-302026-07-15

IHDG WISDOMTREE TR30.3K shares-8.74%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON6.2K shares1.32%2026-06-302026-07-15

SUSB ISHARES TR62.4K sharesnew addition2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares-4.45%2026-06-302026-07-15

HIDE EA SERIES TRUST63.3K shares11.85%2026-06-302026-07-15

DFSI DIMENSIONAL ETF TRUST31.8K shares137.28%2026-06-302026-07-15

DFIV DIMENSIONAL ETF TRUST26.3K shares39.12%2026-06-302026-07-15

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F30.2K shares26.51%2026-06-302026-07-15

SPGM SPDR INDEX SHS FDS16.2K shares0.00%2026-06-302026-07-15

VPLS VANGUARD MALVERN FDS17.7K shares4.70%2026-06-302026-07-15

MBB ISHARES TR14.3K shares12.36%2026-06-302026-07-15

SUB ISHARES TR12.7K shares60.86%2026-06-302026-07-15

GOVT ISHARES TR58.9K shares62.97%2026-06-302026-07-15

THRO BLACKROCK ETF TRUST30.6K shares-27.32%2026-06-302026-07-15

WMT WALMART INC11.6K shares33.24%2026-06-302026-07-15

Sponsored

SHLD GLOBAL X FDS21.5K shares113.69%2026-06-302026-07-15

QMOM EA SERIES TRUST16.1K shares-13.80%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T6.0K shares0.02%2026-06-302026-07-15

USHY ISHARES TR33.8K shares1.83%2026-06-302026-07-15

QVAL EA SERIES TRUST21.9K shares-11.77%2026-06-302026-07-15

JPST J P MORGAN EXCHANGE TRADED F24.0K shares40.54%2026-06-302026-07-15

USFR WISDOMTREE TR23.6K shares1.30%2026-06-302026-07-15

SPEM SPDR INDEX SHS FDS22.9K shares33.19%2026-06-302026-07-15

Sponsored

ISHARES TR ISHARES TR12.3K shares20.08%2026-06-302026-07-15

XTEN BONDBLOXX ETF TRUST25.8K shares-30.73%2026-06-302026-07-15

ESGD ISHARES TR11.2K shares4.86%2026-06-302026-07-15

IEMG ISHARES INC13.7K shares20.62%2026-06-302026-07-15

CAT CATERPILLAR INC1.1K shares-15.53%2026-06-302026-07-15

XSOE WISDOMTREE TR22.8K shares8.48%2026-06-302026-07-15

BLACKROCK ETF TRUST BLACKROCK ETF TRUST39.8K sharesnew addition2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP8.1K shares11.79%2026-06-302026-07-15

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR43.6K sharesnew addition2026-06-302026-07-15

MDYG SPDR SERIES TRUST9.7K shares8.46%2026-06-302026-07-15

NTSX WISDOMTREE TR18.0K shares2.96%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS6.7K shares31.99%2026-06-302026-07-15

BIL SPDR SERIES TRUST11.5K shares47.63%2026-06-302026-07-15

WORLD GOLD TR WORLD GOLD TR13.2K shares-20.07%2026-06-302026-07-15

XLV SELECT SECTOR SPDR TR6.6K shares18.72%2026-06-302026-07-15

BSCS INVESCO EXCH TRD SLF IDX FD51.1K shares3.80%2026-06-302026-07-15

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD52.7K shares3.85%2026-06-302026-07-15

BSCQ INVESCO EXCH TRD SLF IDX FD52.6K shares3.85%2026-06-302026-07-15

VOE VANGUARD INDEX FDS5.2K shares0.70%2026-06-302026-07-15

IBDT ISHARES TR38.9K sharesnew addition2026-06-302026-07-15

JEPI J P MORGAN EXCHANGE TRADED F17.3K shares7.78%2026-06-302026-07-15

NULV NUSHARES ETF TR19.3K shares0.93%2026-06-302026-07-15

ESGU ISHARES TR5.8K shares3.99%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.8K shares14.19%2026-06-302026-07-15

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares182.90%2026-06-302026-07-15

SMMV ISHARES TR19.7K shares0.40%2026-06-302026-07-15

CBOE CBOE GLOBAL MKTS INC3.7K shares-8.93%2026-06-302026-07-15

SCHR SCHWAB STRATEGIC TR35.6K shares29.71%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW6.9K shares6.10%2026-06-302026-07-15

IWD ISHARES TR3.5K shares0.00%2026-06-302026-07-15

SPTS SPDR SERIES TRUST28.9K shares1.89%2026-06-302026-07-15

MO ALTRIA GROUP INC11.6K shares6.88%2026-06-302026-07-15

Sponsored

VV VANGUARD INDEX FDS2.4K shares0.08%2026-06-302026-07-15

GUMI GOLDMAN SACHS ETF TR16.5K sharesnew addition2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC1.5K shares66.59%2026-06-302026-07-15

QGRW WISDOMTREE TR12.4K shares7.69%2026-06-302026-07-15

SHY ISHARES TR9.9K shares0.00%2026-06-302026-07-15

PYLD PIMCO ETF TR29.0K shares0.00%2026-06-302026-07-15

VISA INC VISA INC2.2K shares0.41%2026-06-302026-07-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-15

Sponsored

EA SERIES TRUST EA SERIES TRUST8.0K shares9.62%2026-06-302026-07-15

PM PHILIP MORRIS INTL INC4.0K shares5.07%2026-06-302026-07-15

TSLA TESLA INC1.7K shares83.72%2026-06-302026-07-15

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II13.8K sharesnew addition2026-06-302026-07-15

FRDM EA SERIES TRUST9.4K shares1.81%2026-06-302026-07-15

AVES AMERICAN CENTY ETF TR10.4K shares68.63%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC592 sharesnew addition2026-06-302026-07-15

VONG VANGUARD SCOTTSDALE FDS5.3K sharesnew addition2026-06-302026-07-15

Sponsored

PTLC PACER FDS TR11.6K shares0.00%2026-06-302026-07-15

VEU VANGUARD INTL EQUITY INDEX F8.0K sharesnew addition2026-06-302026-07-15

DFSE DIMENSIONAL ETF TRUST13.5K shares149.21%2026-06-302026-07-15

JMST J P MORGAN EXCHANGE TRADED F12.9K sharesnew addition2026-06-302026-07-15

DIHP DIMENSIONAL ETF TRUST19.3K shares27.66%2026-06-302026-07-15

DGRO ISHARES TR8.5K sharesnew addition2026-06-302026-07-15

BOND PIMCO ETF TR6.9K shares7.59%2026-06-302026-07-15

LRCX LAM RESEARCH CORP1.4K shares35.88%2026-06-302026-07-15

Sponsored

IYW ISHARES TR2.4K shares70.22%2026-06-302026-07-15

RLY SSGA ACTIVE ETF TR17.6K shares-0.62%2026-06-302026-07-15

CVX CHEVRON CORPORATION3.6K shares26.83%2026-06-302026-07-15

PG PROCTER & GAMBLE CO4.1K shares10.19%2026-06-302026-07-15

IMOM EA SERIES TRUST13.6K shares-12.66%2026-06-302026-07-15

MTUM ISHARES TR1.7K shares33.41%2026-06-302026-07-15

HD HOME DEPOT INC1.6K shares2.05%2026-06-302026-07-15

BSCT INVESCO EXCH TRD SLF IDX FD30.9K shares0.66%2026-06-302026-07-15

Sponsored

DFAR DIMENSIONAL ETF TRUST21.8K sharesnew addition2026-06-302026-07-15

VNQ VANGUARD INDEX FDS5.9K shares36.27%2026-06-302026-07-15

FDVV FIDELITY COVINGTON TRUST9.4K sharesnew addition2026-06-302026-07-15

BGRN ISHARES TR11.8K shares-9.39%2026-06-302026-07-15

SCHG SCHWAB STRATEGIC TR16.4K sharesnew addition2026-06-302026-07-15

VSGX VANGUARD WORLD FD6.7K sharesnew addition2026-06-302026-07-15

IVAL EA SERIES TRUST16.1K shares-11.61%2026-06-302026-07-15

LLY ELI LILLY & CO455 shares60.21%2026-06-302026-07-15

Sponsored

NEAR ISHARES U S ETF TR10.8K shares0.00%2026-06-302026-07-15

XT ISHARES TR6.5K shares0.00%2026-06-302026-07-15

SPYV SPDR SERIES TRUST8.7K sharesnew addition2026-06-302026-07-15

IEF ISHARES TR5.6K shares-13.08%2026-06-302026-07-15

WFC WELLS FARGO & CO6.3K shares12.06%2026-06-302026-07-15

VB VANGUARD INDEX FDS1.7K shares26.29%2026-06-302026-07-15

BINC BLACKROCK ETF TRUST II9.8K shares-57.87%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS2.1K shares22.50%2026-06-302026-07-15

Sponsored

CLSE TRUST FOR PROFESSIONAL MANAG14.9K sharesnew addition2026-06-302026-07-15

IBDU ISHARES TR21.9K sharesnew addition2026-06-302026-07-15

WTV WISDOMTREE TR5.0K shares6.60%2026-06-302026-07-15

JPIB J P MORGAN EXCHANGE TRADED F10.2K sharesnew addition2026-06-302026-07-15

MS MORGAN STANLEY2.4K shares14.42%2026-06-302026-07-15

DFIS DIMENSIONAL ETF TRUST13.9K sharesnew addition2026-06-302026-07-15

GDE WISDOMTREE TR7.9K shares0.87%2026-06-302026-07-15

DFAW DIMENSIONAL ETF TRUST5.8K shares20.02%2026-06-302026-07-15

Sponsored

VMBS VANGUARD SCOTTSDALE FDS10.2K shares99.40%2026-06-302026-07-15

QUAL ISHARES TR2.2K shares-81.43%2026-06-302026-07-15

BKIE BNY MELLON ETF TRUST4.7K sharesnew addition2026-06-302026-07-15

DE DEERE & CO748 shares5.06%2026-06-302026-07-15

SCHH SCHWAB STRATEGIC TR19.2K shares5.15%2026-06-302026-07-15

IWB ISHARES TR1.1K shares0.00%2026-06-302026-07-15

IWP ISHARES TR3.0K shares-1.19%2026-06-302026-07-15

IWS ISHARES TR2.6K shares1.69%2026-06-302026-07-15

Sponsored

IDV ISHARES TR10.5K shares7.27%2026-06-302026-07-15

HYMB SPDR SERIES TRUST16.9K shares97.54%2026-06-302026-07-15

EFA ISHARES TR4.1K shares23.48%2026-06-302026-07-15

ORACLE CORP ORACLE CORP2.9K shares7.09%2026-06-302026-07-15

IBTK ISHARES TR21.4K sharesnew addition2026-06-302026-07-15

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION443 shares-33.38%2026-06-302026-07-15

MCD MCDONALDS CORP1.5K shares2.28%2026-06-302026-07-15

VGIT VANGUARD SCOTTSDALE FDS7.0K shares0.68%2026-06-302026-07-15

Sponsored

JBND J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2026-06-302026-07-15

BIV VANGUARD BD INDEX FDS5.3K shares74.98%2026-06-302026-07-15

SPDW SPDR INDEX SHS FDS8.0K sharesnew addition2026-06-302026-07-15

EFG ISHARES TR3.2K shares17.71%2026-06-302026-07-15

LQD ISHARES TR3.7K shares-0.16%2026-06-302026-07-15

VO VANGUARD INDEX FDS4.9K shares508.04%2026-06-302026-07-15

SCHM SCHWAB STRATEGIC TR10.7K shares8.59%2026-06-302026-07-15

EFV ISHARES TR5.2K shares-85.78%2026-06-302026-07-15

Sponsored

KO COCA COLA CO4.8K shares54.85%2026-06-302026-07-15

GCC WISDOMTREE TR17.3K shares0.00%2026-06-302026-07-15

JMUB J P MORGAN EXCHANGE TRADED F7.7K sharesnew addition2026-06-302026-07-15

IBTL ISHARES TR19.0K sharesnew addition2026-06-302026-07-15

FTEC FIDELITY COVINGTON TRUST1.3K shares0.00%2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR12.9K sharesnew addition2026-06-302026-07-15

GLD SPDR GOLD TR1.0K shares-27.89%2026-06-302026-07-15

MDY STATE STR SPDR S&P MIDCAP 40533 shares-0.19%2026-06-302026-07-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC751 sharesnew addition2026-06-302026-07-15

DGCB DIMENSIONAL ETF TRUST6.8K shares0.18%2026-06-302026-07-15

IBTJ ISHARES TR17.2K sharesnew addition2026-06-302026-07-15

AXP AMERICAN EXPRESS CO1.1K shares10.12%2026-06-302026-07-15

ISHARES TR ISHARES TR3.7K shares-9.47%2026-06-302026-07-15

DFSB DIMENSIONAL ETF TRUST7.1K shares0.00%2026-06-302026-07-15

JPIE J P MORGAN EXCHANGE TRADED F8.0K shares44.16%2026-06-302026-07-15

DBMF LITMAN GREGORY FDS TR11.9K shares9.76%2026-06-302026-07-15

Sponsored

SUSC ISHARES TR15.6K shares8.47%2026-06-302026-07-15

SFLR INNOVATOR ETFS TRUST9.3K sharesnew addition2026-06-302026-07-15

SPTM SPDR SERIES TRUST4.0K shares5.40%2026-06-302026-07-15

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.9K shares4.48%2026-06-302026-07-15

DGRW WISDOMTREE TR3.7K sharesnew addition2026-06-302026-07-15

IBDV ISHARES TR16.4K sharesnew addition2026-06-302026-07-15

XLP SELECT SECTOR SPDR TR4.3K shares54.86%2026-06-302026-07-15

JAAA JANUS DETROIT STR TR7.0K shares-15.88%2026-06-302026-07-15

Sponsored

BBAG J P MORGAN EXCHANGE TRADED F7.7K sharesnew addition2026-06-302026-07-15

TGRW T ROWE PRICE EXCHANGE-TRADED7.4K shares0.00%2026-06-302026-07-15

MRK MERCK & CO INC2.8K shares23.46%2026-06-302026-07-15

EA SERIES TRUST EA SERIES TRUST6.6K shares-22.30%2026-06-302026-07-15

AVIG AMERICAN CENTY ETF TR8.4K sharesnew addition2026-06-302026-07-15

ABBVIE INC ABBVIE INC1.4K shares4.14%2026-06-302026-07-15

IMCG ISHARES TR3.5K sharesnew addition2026-06-302026-07-15

ACIO ETF SER SOLUTIONS7.4K shares3.59%2026-06-302026-07-15

Sponsored

IWY ISHARES TR1.2K shares0.00%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC2.9K sharesnew addition2026-06-302026-07-15

AVDE AMERICAN CENTY ETF TR3.8K sharesnew addition2026-06-302026-07-15

DFEV DIMENSIONAL ETF TRUST7.9K sharesnew addition2026-06-302026-07-15

DFGX DIMENSIONAL ETF TRUST6.3K shares4.17%2026-06-302026-07-15

STOT SSGA ACTIVE TR7.1K shares8.11%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC559 sharesnew addition2026-06-302026-07-15

BSCU INVESCO EXCH TRD SLF IDX FD19.5K shares1.15%2026-06-302026-07-15

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD19.8K shares1.18%2026-06-302026-07-15

AVNM AMERICAN CENTY ETF TR3.9K shares3.78%2026-06-302026-07-15

TXUE THORNBURG ETF TR9.3K sharesnew addition2026-06-302026-07-15

GSST GOLDMAN SACHS ETF TR6.3K shares-73.54%2026-06-302026-07-15

FNDF SCHWAB STRATEGIC TR5.8K sharesnew addition2026-06-302026-07-15

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-07-15

XLG INVESCO EXCHANGE TRADED FD T4.9K sharesnew addition2026-06-302026-07-15

VTEC VANGUARD CALIF TAX FREE FDS2.9K shares0.00%2026-06-302026-07-15

Sponsored

DFLV DIMENSIONAL ETF TRUST7.3K sharesnew addition2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC606 sharesnew addition2026-06-302026-07-15

TFC TRUIST FINL CORP5.7K sharesnew addition2026-06-302026-07-15

IAU ISHARES GOLD TR3.7K shares14.51%2026-06-302026-07-15

IBIT ISHARES BITCOIN TRUST ETF8.5K shares25.45%2026-06-302026-07-15

AVSC AMERICAN CENTY ETF TR3.8K sharesnew addition2026-06-302026-07-15

SPMB SPDR SERIES TRUST12.3K shares0.00%2026-06-302026-07-15

IBTH ISHARES TR12.3K sharesnew addition2026-06-302026-07-15

Sponsored

GJUL FIRST TR EXCHNG TRADED FD VI6.3K shares-25.48%2026-06-302026-07-15

IDUB ETF SER SOLUTIONS9.8K shares1.25%2026-06-302026-07-15

FITB FIFTH THIRD BANCORP4.7K shares2.40%2026-06-302026-07-15

VBIL VANGUARD INSTL INDEX FD3.5K sharesnew addition2026-06-302026-07-15

VXF VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-15

SPHY SPDR SERIES TRUST11.2K sharesnew addition2026-06-302026-07-15

ASML ASML HLDG NV132 sharesnew addition2026-06-302026-07-15

VSS VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2026-06-302026-07-15

Sponsored

MCK MCKESSON CORP334 shares15.17%2026-06-302026-07-15

NANR SPDR INDEX SHS FDS3.3K shares1.62%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED489 sharesnew addition2026-06-302026-07-15

NYF ISHARES TR4.7K sharesnew addition2026-06-302026-07-15

CGGR CAPITAL GROUP GROWTH ETF5.3K sharesnew addition2026-06-302026-07-15

VWOB VANGUARD WHITEHALL FDS3.7K shares-4.95%2026-06-302026-07-15

HMOP HARTFORD FDS EXCHANGE TRADED6.3K sharesnew addition2026-06-302026-07-15

JIRE J P MORGAN EXCHANGE TRADED F3.0K sharesnew addition2026-06-302026-07-15

Sponsored

TLH ISHARES TR2.4K shares-7.38%2026-06-302026-07-15

CGDV CAPITAL GROUP DIVIDEND VALUE4.8K sharesnew addition2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC327 sharesnew addition2026-06-302026-07-15

IBTI ISHARES TR10.6K sharesnew addition2026-06-302026-07-15

ESML ISHARES TR4.2K sharesnew addition2026-06-302026-07-15

QCOM QUALCOMM INC1.3K sharesnew addition2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC5.4K shares13.08%2026-06-302026-07-15

AVGE AMERICAN CENTY ETF TR2.3K sharesnew addition2026-06-302026-07-15

Sponsored

BAC BANK OF AMER CORP4.0K sharesnew addition2026-06-302026-07-15

XEL XCEL ENERGY INC2.8K shares4.69%2026-06-302026-07-15

MINT PIMCO ETF TR2.2K shares10.16%2026-06-302026-07-15

LDUR PIMCO ETF TR2.3K shares5.06%2026-06-302026-07-15

VOT VANGUARD INDEX FDS722 sharesnew addition2026-06-302026-07-15

BLV VANGUARD BD INDEX FDS3.2K shares-3.58%2026-06-302026-07-15

URI UNITED RENTALS INC193 sharesnew addition2026-06-302026-07-15

VONV VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-06-302026-07-15

Sponsored

CHRW C H ROBINSON WORLDWIDE IN1.2K sharesnew addition2026-06-302026-07-15

SCHE SCHWAB STRATEGIC TR5.9K sharesnew addition2026-06-302026-07-15

SERVICENOW INC SERVICENOW INC2.2K sharesnew addition2026-06-302026-07-15

KLAC KLA CORP698 sharesnew addition2026-06-302026-07-15

OSCV ETF SER SOLUTIONS5.0K sharesnew addition2026-06-302026-07-15

INFL LISTED FDS TR4.2K sharesnew addition2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION1.1K sharesnew addition2026-06-302026-07-15

CTA SIMPLIFY EXCHANGE TRADED FUN8.0K sharesnew addition2026-06-302026-07-15

Sponsored

IAGG ISHARES TR4.1K shares-77.69%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC205 sharesnew addition2026-06-302026-07-15

XMMO INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2026-06-302026-07-15

GD GENERAL DYNAMICS CORP576 sharesnew addition2026-06-302026-07-15

DFAC

DIMENSIONAL ETF TRUST

2.71%

Shares975.9K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

5.23%

Shares111.1K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

4.88%

Shares48.8K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

31.68%

Shares363.1K

Event2026-06-30

Filed2026-07-15

DFIC

DIMENSIONAL ETF TRUST

9.08%

Shares547.9K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

5.03%

Shares220.2K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

938.43%

Shares178.7K

Event2026-06-30

Filed2026-07-15

BNDX

VANGUARD CHARLOTTE FDS

32.56%

Shares310.2K

Event2026-06-30

Filed2026-07-15

DFCF

DIMENSIONAL ETF TRUST

11.76%

Shares345.8K

Event2026-06-30

Filed2026-07-15

MUNI

PIMCO ETF TR

8.02%

Shares234.4K

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

4.06%

Shares141.0K

Event2026-06-30

Filed2026-07-15

SPMD

SPDR SERIES TRUST

-2.88%

Shares174.1K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

205.75%

Shares53.0K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

1.04%

Shares14.8K

Event2026-06-30

Filed2026-07-15

DFEM

DIMENSIONAL ETF TRUST

6.35%

Shares269.5K

Event2026-06-30

Filed2026-07-15

DFGR

DIMENSIONAL ETF TRUST

8.12%

Shares374.3K

Event2026-06-30

Filed2026-07-15

SPDR SERIES TRUST

104.65%

Shares120.5K

Event2026-06-30

Filed2026-07-15

ISHARES TR

17.34%

Shares14.1K

Event2026-06-30

Filed2026-07-15

DFUS

DIMENSIONAL ETF TRUST

11.62%

Shares126.2K

Event2026-06-30

Filed2026-07-15

XMHQ

INVESCO EXCHANGE TRADED FD T

28.01%

Shares91.4K

Event2026-06-30

Filed2026-07-15

DCOR

DIMENSIONAL ETF TRUST

12.34%

Shares119.3K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.92%

Shares163.1K

Event2026-06-30

Filed2026-07-15

VTIP

VANGUARD MALVERN FDS

19.52%

Shares188.5K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES TR

70.77%

Shares84.1K

Event2026-06-30

Filed2026-07-15

AVDV

AMERICAN CENTY ETF TR

18.51%

Shares81.0K

Event2026-06-30

Filed2026-07-15

VCRB

VANGUARD MALVERN FDS

New

Shares94.5K

Event2026-06-30

Filed2026-07-15

SPTI

SPDR SERIES TRUST

10.81%

Shares252.0K

Event2026-06-30

Filed2026-07-15

SPSM

SPDR SERIES TRUST

-0.59%

Shares116.7K

Event2026-06-30

Filed2026-07-15

DFSV

DIMENSIONAL ETF TRUST

1.41%

Shares171.4K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-14.82%

Shares30.6K

Event2026-06-30

Filed2026-07-15

VGSH

VANGUARD SCOTTSDALE FDS

4.40%

Shares100.8K

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

7.74%

Shares71.6K

Event2026-06-30

Filed2026-07-15

AVEM

AMERICAN CENTY ETF TR

53.44%

Shares56.7K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-22.98%

Shares18.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INTL EQUITY INDEX F

-4.58%

Shares34.3K

Event2026-06-30

Filed2026-07-15

AVUS

AMERICAN CENTY ETF TR

77.52%

Shares41.4K

Event2026-06-30

Filed2026-07-15

DYNF

BLACKROCK ETF TRUST

-0.29%

Shares77.2K

Event2026-06-30

Filed2026-07-15

DFSD

DIMENSIONAL ETF TRUST

1905.99%

Shares104.5K

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB STRATEGIC TR

3.26%

Shares212.6K

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

15.35%

Shares35.0K

Event2026-06-30

Filed2026-07-15

HORIZON FDS

New

Shares231.0K

Event2026-06-30

Filed2026-07-15

DFAI

DIMENSIONAL ETF TRUST

171.64%

Shares109.1K

Event2026-06-30

Filed2026-07-15

DFAX

DIMENSIONAL ETF TRUST

5.50%

Shares120.5K

Event2026-06-30

Filed2026-07-15

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.67%

Shares48.7K

Event2026-06-30

Filed2026-07-15

SPYG

SPDR SERIES TRUST

6.73%

Shares36.6K

Event2026-06-30

Filed2026-07-15

IUSB

ISHARES TR

80.12%

Shares87.1K

Event2026-06-30

Filed2026-07-15

IVE

ISHARES TR

-11.36%

Shares17.2K

Event2026-06-30

Filed2026-07-15

REET

ISHARES TR

-1.72%

Shares133.8K

Event2026-06-30

Filed2026-07-15

UYLD

ANGEL OAK FUNDS TRUST

7.28%

Shares68.3K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

New

Shares4.6K

Event2026-06-30

Filed2026-07-15

DXJ

WISDOMTREE TR

0.13%

Shares19.9K

Event2026-06-30

Filed2026-07-15

AVUV

AMERICAN CENTY ETF TR

20.33%

Shares27.6K

Event2026-06-30

Filed2026-07-15

VUSB

VANGUARD BD INDEX FDS

6.01%

Shares68.6K

Event2026-06-30

Filed2026-07-15

DUHP

DIMENSIONAL ETF TRUST

-1.62%

Shares80.0K

Event2026-06-30

Filed2026-07-15

FBND

FIDELITY MERRIMACK STR TR

4.10%

Shares72.9K

Event2026-06-30

Filed2026-07-15

SCHF

SCHWAB STRATEGIC TR

4.80%

Shares119.3K

Event2026-06-30

Filed2026-07-15

FLOT

ISHARES TR

30.38%

Shares63.9K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

499.45%

Shares41.4K

Event2026-06-30

Filed2026-07-15

DFAT

DIMENSIONAL ETF TRUST

3.48%

Shares45.9K

Event2026-06-30

Filed2026-07-15

NUBD

NUSHARES ETF TR

New

Shares143.3K

Event2026-06-30

Filed2026-07-15

DFAE

DIMENSIONAL ETF TRUST

514.84%

Shares76.0K

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

-5.70%

Shares29.2K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

40.47%

Shares8.3K

Event2026-06-30

Filed2026-07-15

ACWX

ISHARES TR

57.62%

Shares38.5K

Event2026-06-30

Filed2026-07-15

CORO

BLACKROCK ETF TRUST

36.26%

Shares79.6K

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

6.93%

Shares91.2K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

3.26%

Shares3.8K

Event2026-06-30

Filed2026-07-15

IWV

ISHARES TR

-2.12%

Shares6.6K

Event2026-06-30

Filed2026-07-15

ESGV

VANGUARD WORLD FD

New

Shares20.8K

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

358.50%

Shares11.2K

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

170.01%

Shares7.3K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

119.46%

Shares7.1K

Event2026-06-30

Filed2026-07-15

SCHO

SCHWAB STRATEGIC TR

-0.73%

Shares105.9K

Event2026-06-30

Filed2026-07-15

DISV

DIMENSIONAL ETF TRUST

-0.34%

Shares63.4K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

27.17%

Shares23.2K

Event2026-06-30

Filed2026-07-15

IUSV

ISHARES TR

2.27%

Shares22.5K

Event2026-06-30

Filed2026-07-15

BAI

BLACKROCK ETF TRUST

-11.63%

Shares46.0K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

-1.41%

Shares14.6K

Event2026-06-30

Filed2026-07-15

BOXX

EA SERIES TRUST

0.56%

Shares20.3K

Event2026-06-30

Filed2026-07-15

EUSA

ISHARES INC

3.02%

Shares20.5K

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

-5.06%

Shares41.6K

Event2026-06-30

Filed2026-07-15

DUSB

DIMENSIONAL ETF TRUST

50.13%

Shares43.6K

Event2026-06-30

Filed2026-07-15

DFAS

DIMENSIONAL ETF TRUST

60.67%

Shares26.6K

Event2026-06-30

Filed2026-07-15

DFAU

DIMENSIONAL ETF TRUST

43.80%

Shares41.6K

Event2026-06-30

Filed2026-07-15

CME

CME GROUP INC

-5.60%

Shares9.7K

Event2026-06-30

Filed2026-07-15

MOAT

VANECK ETF TRUST

-4.37%

Shares20.3K

Event2026-06-30

Filed2026-07-15

DFSU

DIMENSIONAL ETF TRUST

-4.48%

Shares45.1K

Event2026-06-30

Filed2026-07-15

DFNM

DIMENSIONAL ETF TRUST

31.74%

Shares43.1K

Event2026-06-30

Filed2026-07-15

ISTB

ISHARES TR

32.41%

Shares42.6K

Event2026-06-30

Filed2026-07-15

DFGP

DIMENSIONAL ETF TRUST

1.47%

Shares37.6K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

5.08%

Shares8.4K

Event2026-06-30

Filed2026-07-15

HORIZON FDS

New

Shares208.6K

Event2026-06-30

Filed2026-07-15

USMV

ISHARES TR

-9.41%

Shares19.9K

Event2026-06-30

Filed2026-07-15

SPMO

INVESCO EXCH TRADED FD TR II

2.06%

Shares11.7K

Event2026-06-30

Filed2026-07-15

BND

VANGUARD BD INDEX FDS

737.90%

Shares25.4K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

4.68%

Shares24.2K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

1.32%

Shares12.3K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

10.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

DFUV

DIMENSIONAL ETF TRUST

-2.07%

Shares32.3K

Event2026-06-30

Filed2026-07-15

ACWV

ISHARES INC

-2.75%

Shares14.8K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

1.17%

Shares48.9K

Event2026-06-30

Filed2026-07-15

BLCR

BLACKROCK ETF TRUST

340.48%

Shares34.6K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

1017.47%

Shares14.2K

Event2026-06-30

Filed2026-07-15

DFIP

DIMENSIONAL ETF TRUST

34.33%

Shares40.6K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-8.76%

Shares4.5K

Event2026-06-30

Filed2026-07-15

IHDG

WISDOMTREE TR

-8.74%

Shares30.3K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

1.32%

Shares6.2K

Event2026-06-30

Filed2026-07-15

SUSB

ISHARES TR

New

Shares62.4K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.45%

Shares3.0K

Event2026-06-30

Filed2026-07-15

HIDE

EA SERIES TRUST

11.85%

Shares63.3K

Event2026-06-30

Filed2026-07-15

DFSI

DIMENSIONAL ETF TRUST

137.28%

Shares31.8K

Event2026-06-30

Filed2026-07-15

DFIV

DIMENSIONAL ETF TRUST

39.12%

Shares26.3K

Event2026-06-30

Filed2026-07-15

JCPB

J P MORGAN EXCHANGE TRADED F

26.51%

Shares30.2K

Event2026-06-30

Filed2026-07-15

SPGM

SPDR INDEX SHS FDS

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-15

VPLS

VANGUARD MALVERN FDS

4.70%

Shares17.7K

Event2026-06-30

Filed2026-07-15

MBB

ISHARES TR

12.36%

Shares14.3K

Event2026-06-30

Filed2026-07-15

SUB

ISHARES TR

60.86%

Shares12.7K

Event2026-06-30

Filed2026-07-15

GOVT

ISHARES TR

62.97%

Shares58.9K

Event2026-06-30

Filed2026-07-15

THRO

BLACKROCK ETF TRUST

-27.32%

Shares30.6K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

33.24%

Shares11.6K

Event2026-06-30

Filed2026-07-15

SHLD

GLOBAL X FDS

113.69%

Shares21.5K

Event2026-06-30

Filed2026-07-15

QMOM

EA SERIES TRUST

-13.80%

Shares16.1K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

0.02%

Shares6.0K

Event2026-06-30

Filed2026-07-15

USHY

ISHARES TR

1.83%

Shares33.8K

Event2026-06-30

Filed2026-07-15

QVAL

EA SERIES TRUST

-11.77%

Shares21.9K

Event2026-06-30

Filed2026-07-15

JPST

J P MORGAN EXCHANGE TRADED F

40.54%

Shares24.0K

Event2026-06-30

Filed2026-07-15

USFR

WISDOMTREE TR

1.30%

Shares23.6K

Event2026-06-30

Filed2026-07-15

SPEM

SPDR INDEX SHS FDS

33.19%

Shares22.9K

Event2026-06-30

Filed2026-07-15

ISHARES TR

20.08%

Shares12.3K

Event2026-06-30

Filed2026-07-15

XTEN

BONDBLOXX ETF TRUST

-30.73%

Shares25.8K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

4.86%

Shares11.2K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

20.62%

Shares13.7K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

-15.53%

Shares1.1K

Event2026-06-30

Filed2026-07-15

XSOE

WISDOMTREE TR

8.48%

Shares22.8K

Event2026-06-30

Filed2026-07-15

BLACKROCK ETF TRUST

New

Shares39.8K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

11.79%

Shares8.1K

Event2026-06-30

Filed2026-07-15

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares43.6K

Event2026-06-30

Filed2026-07-15

MDYG

SPDR SERIES TRUST

8.46%

Shares9.7K

Event2026-06-30

Filed2026-07-15

NTSX

WISDOMTREE TR

2.96%

Shares18.0K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

31.99%

Shares6.7K

Event2026-06-30

Filed2026-07-15

BIL

SPDR SERIES TRUST

47.63%

Shares11.5K

Event2026-06-30

Filed2026-07-15

WORLD GOLD TR

-20.07%

Shares13.2K

Event2026-06-30

Filed2026-07-15

XLV

SELECT SECTOR SPDR TR

18.72%

Shares6.6K

Event2026-06-30

Filed2026-07-15

BSCS

INVESCO EXCH TRD SLF IDX FD

3.80%

Shares51.1K

Event2026-06-30

Filed2026-07-15

BSCR

INVESCO EXCH TRD SLF IDX FD

3.85%

Shares52.7K

Event2026-06-30

Filed2026-07-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

3.85%

Shares52.6K

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD INDEX FDS

0.70%

Shares5.2K

Event2026-06-30

Filed2026-07-15

IBDT

ISHARES TR

New

Shares38.9K

Event2026-06-30

Filed2026-07-15

JEPI

J P MORGAN EXCHANGE TRADED F

7.78%

Shares17.3K

Event2026-06-30

Filed2026-07-15

NULV

NUSHARES ETF TR

0.93%

Shares19.3K

Event2026-06-30

Filed2026-07-15

ESGU

ISHARES TR

3.99%

Shares5.8K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

14.19%

Shares2.8K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

182.90%

Shares2.2K

Event2026-06-30

Filed2026-07-15

SMMV

ISHARES TR

0.40%

Shares19.7K

Event2026-06-30

Filed2026-07-15

CBOE

CBOE GLOBAL MKTS INC

-8.93%

Shares3.7K

Event2026-06-30

Filed2026-07-15

SCHR

SCHWAB STRATEGIC TR

29.71%

Shares35.6K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

6.10%

Shares6.9K

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

SPTS

SPDR SERIES TRUST

1.89%

Shares28.9K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

6.88%

Shares11.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-15

GUMI

GOLDMAN SACHS ETF TR

New

Shares16.5K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

66.59%

Shares1.5K

Event2026-06-30

Filed2026-07-15

QGRW

WISDOMTREE TR

7.69%

Shares12.4K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-15

PYLD

PIMCO ETF TR

0.00%

Shares29.0K

Event2026-06-30

Filed2026-07-15

VISA INC

0.41%

Shares2.2K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

EA SERIES TRUST

9.62%

Shares8.0K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

5.07%

Shares4.0K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

83.72%

Shares1.7K

Event2026-06-30

Filed2026-07-15

BLACKROCK ETF TRUST II

New

Shares13.8K

Event2026-06-30

Filed2026-07-15

FRDM

EA SERIES TRUST

1.81%

Shares9.4K

Event2026-06-30

Filed2026-07-15

AVES

AMERICAN CENTY ETF TR

68.63%

Shares10.4K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

New

Shares592

Event2026-06-30

Filed2026-07-15

VONG

VANGUARD SCOTTSDALE FDS

New

Shares5.3K

Event2026-06-30

Filed2026-07-15

PTLC

PACER FDS TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-15

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares8.0K

Event2026-06-30

Filed2026-07-15

DFSE

DIMENSIONAL ETF TRUST

149.21%

Shares13.5K

Event2026-06-30

Filed2026-07-15

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares12.9K

Event2026-06-30

Filed2026-07-15

DIHP

DIMENSIONAL ETF TRUST

27.66%

Shares19.3K

Event2026-06-30

Filed2026-07-15

DGRO

ISHARES TR

New

Shares8.5K

Event2026-06-30

Filed2026-07-15

BOND

PIMCO ETF TR

7.59%

Shares6.9K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH CORP

35.88%

Shares1.4K

Event2026-06-30

Filed2026-07-15

IYW

ISHARES TR

70.22%

Shares2.4K

Event2026-06-30

Filed2026-07-15

RLY

SSGA ACTIVE ETF TR

-0.62%

Shares17.6K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

26.83%

Shares3.6K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

10.19%

Shares4.1K

Event2026-06-30

Filed2026-07-15

IMOM

EA SERIES TRUST

-12.66%

Shares13.6K

Event2026-06-30

Filed2026-07-15

MTUM

ISHARES TR

33.41%

Shares1.7K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

2.05%

Shares1.6K

Event2026-06-30

Filed2026-07-15

BSCT

INVESCO EXCH TRD SLF IDX FD

0.66%

Shares30.9K

Event2026-06-30

Filed2026-07-15

DFAR

DIMENSIONAL ETF TRUST

New

Shares21.8K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

36.27%

Shares5.9K

Event2026-06-30

Filed2026-07-15

FDVV

FIDELITY COVINGTON TRUST

New

Shares9.4K

Event2026-06-30

Filed2026-07-15

BGRN

ISHARES TR

-9.39%

Shares11.8K

Event2026-06-30

Filed2026-07-15

SCHG

SCHWAB STRATEGIC TR

New

Shares16.4K

Event2026-06-30

Filed2026-07-15

VSGX

VANGUARD WORLD FD

New

Shares6.7K

Event2026-06-30

Filed2026-07-15

IVAL

EA SERIES TRUST

-11.61%

Shares16.1K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

60.21%

Shares455

Event2026-06-30

Filed2026-07-15

NEAR

ISHARES U S ETF TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-15

SPYV

SPDR SERIES TRUST

New

Shares8.7K

Event2026-06-30

Filed2026-07-15

IEF

ISHARES TR

-13.08%

Shares5.6K

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

12.06%

Shares6.3K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

26.29%

Shares1.7K

Event2026-06-30

Filed2026-07-15

BINC

BLACKROCK ETF TRUST II

-57.87%

Shares9.8K

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

22.50%

Shares2.1K

Event2026-06-30

Filed2026-07-15

CLSE

TRUST FOR PROFESSIONAL MANAG

New

Shares14.9K

Event2026-06-30

Filed2026-07-15

IBDU

ISHARES TR

New

Shares21.9K

Event2026-06-30

Filed2026-07-15

WTV

WISDOMTREE TR

6.60%

Shares5.0K

Event2026-06-30

Filed2026-07-15

JPIB

J P MORGAN EXCHANGE TRADED F

New

Shares10.2K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY

14.42%

Shares2.4K

Event2026-06-30

Filed2026-07-15

DFIS

DIMENSIONAL ETF TRUST

New

Shares13.9K

Event2026-06-30

Filed2026-07-15

GDE

WISDOMTREE TR

0.87%

Shares7.9K

Event2026-06-30

Filed2026-07-15

DFAW

DIMENSIONAL ETF TRUST

20.02%

Shares5.8K

Event2026-06-30

Filed2026-07-15

VMBS

VANGUARD SCOTTSDALE FDS

99.40%

Shares10.2K

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

-81.43%

Shares2.2K

Event2026-06-30

Filed2026-07-15

BKIE

BNY MELLON ETF TRUST

New

Shares4.7K

Event2026-06-30

Filed2026-07-15

DEERE & CO

5.06%

Shares748

Event2026-06-30

Filed2026-07-15

SCHH

SCHWAB STRATEGIC TR

5.15%

Shares19.2K

Event2026-06-30

Filed2026-07-15

IWB

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

IWP

ISHARES TR

-1.19%

Shares3.0K

Event2026-06-30

Filed2026-07-15

IWS

ISHARES TR

1.69%

Shares2.6K

Event2026-06-30

Filed2026-07-15

IDV

ISHARES TR

7.27%

Shares10.5K

Event2026-06-30

Filed2026-07-15

HYMB

SPDR SERIES TRUST

97.54%

Shares16.9K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

23.48%

Shares4.1K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

7.09%

Shares2.9K

Event2026-06-30

Filed2026-07-15

IBTK

ISHARES TR

New

Shares21.4K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

-33.38%

Shares443

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

2.28%

Shares1.5K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

0.68%

Shares7.0K

Event2026-06-30

Filed2026-07-15

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares7.6K

Event2026-06-30

Filed2026-07-15

BIV

VANGUARD BD INDEX FDS

74.98%

Shares5.3K

Event2026-06-30

Filed2026-07-15

SPDW

SPDR INDEX SHS FDS

New

Shares8.0K

Event2026-06-30

Filed2026-07-15

EFG

ISHARES TR

17.71%

Shares3.2K

Event2026-06-30

Filed2026-07-15

LQD

ISHARES TR

-0.16%

Shares3.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

508.04%

Shares4.9K

Event2026-06-30

Filed2026-07-15

SCHM

SCHWAB STRATEGIC TR

8.59%

Shares10.7K

Event2026-06-30

Filed2026-07-15

EFV

ISHARES TR

-85.78%

Shares5.2K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

54.85%

Shares4.8K

Event2026-06-30

Filed2026-07-15

GCC

WISDOMTREE TR

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-15

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares7.7K

Event2026-06-30

Filed2026-07-15

IBTL

ISHARES TR

New

Shares19.0K

Event2026-06-30

Filed2026-07-15

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

New

Shares12.9K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

-27.89%

Shares1.0K

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.19%

Shares533

Event2026-06-30

Filed2026-07-15

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares751

Event2026-06-30

Filed2026-07-15

DGCB

DIMENSIONAL ETF TRUST

0.18%

Shares6.8K

Event2026-06-30

Filed2026-07-15

IBTJ

ISHARES TR

New

Shares17.2K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

10.12%

Shares1.1K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-9.47%

Shares3.7K

Event2026-06-30

Filed2026-07-15

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-15

JPIE

J P MORGAN EXCHANGE TRADED F

44.16%

Shares8.0K

Event2026-06-30

Filed2026-07-15

DBMF

LITMAN GREGORY FDS TR

9.76%

Shares11.9K

Event2026-06-30

Filed2026-07-15

SUSC

ISHARES TR

8.47%

Shares15.6K

Event2026-06-30

Filed2026-07-15

SFLR

INNOVATOR ETFS TRUST

New

Shares9.3K

Event2026-06-30

Filed2026-07-15

SPTM

SPDR SERIES TRUST

5.40%

Shares4.0K

Event2026-06-30

Filed2026-07-15

SELECT SECTOR SPDR TR

4.48%

Shares7.9K

Event2026-06-30

Filed2026-07-15

DGRW

WISDOMTREE TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-15

IBDV

ISHARES TR

New

Shares16.4K

Event2026-06-30

Filed2026-07-15

XLP

SELECT SECTOR SPDR TR

54.86%

Shares4.3K

Event2026-06-30

Filed2026-07-15

JAAA

JANUS DETROIT STR TR

-15.88%

Shares7.0K

Event2026-06-30

Filed2026-07-15

BBAG

J P MORGAN EXCHANGE TRADED F

New

Shares7.7K

Event2026-06-30

Filed2026-07-15

TGRW

T ROWE PRICE EXCHANGE-TRADED

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

23.46%

Shares2.8K

Event2026-06-30

Filed2026-07-15

EA SERIES TRUST

-22.30%

Shares6.6K

Event2026-06-30

Filed2026-07-15

AVIG

AMERICAN CENTY ETF TR

New

Shares8.4K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

4.14%

Shares1.4K

Event2026-06-30

Filed2026-07-15

IMCG

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-15

ACIO

ETF SER SOLUTIONS

3.59%

Shares7.4K

Event2026-06-30

Filed2026-07-15

IWY

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-15

AVDE

AMERICAN CENTY ETF TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-15

DFEV

DIMENSIONAL ETF TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-15

DFGX

DIMENSIONAL ETF TRUST

4.17%

Shares6.3K

Event2026-06-30

Filed2026-07-15

STOT

SSGA ACTIVE TR

8.11%

Shares7.1K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

New

Shares559

Event2026-06-30

Filed2026-07-15

BSCU

INVESCO EXCH TRD SLF IDX FD

1.15%

Shares19.5K

Event2026-06-30

Filed2026-07-15

BSCV

INVESCO EXCH TRD SLF IDX FD

1.18%

Shares19.8K

Event2026-06-30

Filed2026-07-15

AVNM

AMERICAN CENTY ETF TR

3.78%

Shares3.9K

Event2026-06-30

Filed2026-07-15

TXUE

THORNBURG ETF TR

New

Shares9.3K

Event2026-06-30

Filed2026-07-15

GSST

GOLDMAN SACHS ETF TR

-73.54%

Shares6.3K

Event2026-06-30

Filed2026-07-15

FNDF

SCHWAB STRATEGIC TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares4.9K

Event2026-06-30

Filed2026-07-15

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-15

DFLV

DIMENSIONAL ETF TRUST

New

Shares7.3K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares606

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FINL CORP

New

Shares5.7K

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

14.51%

Shares3.7K

Event2026-06-30

Filed2026-07-15

IBIT

ISHARES BITCOIN TRUST ETF

25.45%

Shares8.5K

Event2026-06-30

Filed2026-07-15

AVSC

AMERICAN CENTY ETF TR

New

Shares3.8K

Event2026-06-30

Filed2026-07-15

SPMB

SPDR SERIES TRUST

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-15

IBTH

ISHARES TR

New

Shares12.3K

Event2026-06-30

Filed2026-07-15

GJUL

FIRST TR EXCHNG TRADED FD VI

-25.48%

Shares6.3K

Event2026-06-30

Filed2026-07-15

IDUB

ETF SER SOLUTIONS

1.25%

Shares9.8K

Event2026-06-30

Filed2026-07-15

FITB

FIFTH THIRD BANCORP

2.40%

Shares4.7K

Event2026-06-30

Filed2026-07-15

VBIL

VANGUARD INSTL INDEX FD

New

Shares3.5K

Event2026-06-30

Filed2026-07-15

VXF

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

SPHY

SPDR SERIES TRUST

New

Shares11.2K

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

New

Shares132

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

MCK

MCKESSON CORP

15.17%

Shares334

Event2026-06-30

Filed2026-07-15

NANR

SPDR INDEX SHS FDS

1.62%

Shares3.3K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

New

Shares489

Event2026-06-30

Filed2026-07-15

NYF

ISHARES TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-15

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares5.3K

Event2026-06-30

Filed2026-07-15

VWOB

VANGUARD WHITEHALL FDS

-4.95%

Shares3.7K

Event2026-06-30

Filed2026-07-15

HMOP

HARTFORD FDS EXCHANGE TRADED

New

Shares6.3K

Event2026-06-30

Filed2026-07-15

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares3.0K

Event2026-06-30

Filed2026-07-15

TLH

ISHARES TR

-7.38%

Shares2.4K

Event2026-06-30

Filed2026-07-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares4.8K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

New

Shares327

Event2026-06-30

Filed2026-07-15

IBTI

ISHARES TR

New

Shares10.6K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

13.08%

Shares5.4K

Event2026-06-30

Filed2026-07-15

AVGE

AMERICAN CENTY ETF TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-15

XEL

XCEL ENERGY INC

4.69%

Shares2.8K

Event2026-06-30

Filed2026-07-15

MINT

PIMCO ETF TR

10.16%

Shares2.2K

Event2026-06-30

Filed2026-07-15

LDUR

PIMCO ETF TR

5.06%

Shares2.3K

Event2026-06-30

Filed2026-07-15

VOT

VANGUARD INDEX FDS

New

Shares722

Event2026-06-30

Filed2026-07-15

BLV

VANGUARD BD INDEX FDS

-3.58%

Shares3.2K

Event2026-06-30

Filed2026-07-15

URI

UNITED RENTALS INC

New

Shares193

Event2026-06-30

Filed2026-07-15

VONV

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB STRATEGIC TR

New

Shares5.9K

Event2026-06-30

Filed2026-07-15

SERVICENOW INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

KLAC

KLA CORP

New

Shares698

Event2026-06-30

Filed2026-07-15

OSCV

ETF SER SOLUTIONS

New

Shares5.0K

Event2026-06-30

Filed2026-07-15

INFL

LISTED FDS TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares8.0K

Event2026-06-30

Filed2026-07-15

IAGG

ISHARES TR

-77.69%

Shares4.1K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

New

Shares205

Event2026-06-30

Filed2026-07-15

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

New

Shares576

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available