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The Analysis of Savvy Advisors, Inc.'s Holdings & P&L

Currently, Savvy Advisors, Inc. holds 1232 types of securities in its portfolio with a total value $4.7B. In the most recent quarter, they have increased their positions in VUG (+301.9K shares, valued at $26.0M), VOO (+35.0K shares, valued at $24.0M), IUSB (+499.3K shares, valued at $23.0M); decreased their positions in SPEM (-169.2K shares, valued at $8.8M), N/A (-9.1K shares, valued at $6.8M), SNDK (-2.9K shares, valued at $6.5M); initiated new positions in DTD (+141.0K shares, valued at $13.1M), XSMO (+120.2K shares, valued at $11.3M), VIR (+1.0M shares, valued at $10.6M).

1M P&L

-7.7M-0.19%

3M P&L

+114.9M+2.88%

HY P&L

+226.5M+5.83%

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/A2.9B

70.0%

2Semiconductors239.6M

5.8%

3Consumer Electronics99.0M

2.4%

Top Industries by Stock Count

1N/A615 stocks

54.6%

2Software - Application18 stocks

1.6%

3Utilities - Regulated Electric16 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS433.1K shares8.78%2026-06-302026-08-03

IUSB ISHARES TR3.8M shares14.93%2026-06-302026-08-03

NVDA NVIDIA CORPORATION825.6K shares6.96%2026-06-302026-08-03

IVLU ISHARES TR2.6M shares16.65%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR3.1M shares6.92%2026-06-302026-08-03

AAPL APPLE INC340.4K shares10.54%2026-06-302026-08-03

JQUA J P MORGAN EXCHANGE TRADED F1.3M shares-0.69%2026-06-302026-08-03

ISHARES TR ISHARES TR115.2K shares-7.35%2026-06-302026-08-03

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ISHARES TR ISHARES TR719.5K shares6.49%2026-06-302026-08-03

EFG ISHARES TR507.3K shares9.26%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR305.8K shares11.24%2026-06-302026-08-03

MSFT MICROSOFT CORP151.5K shares15.19%2026-06-302026-08-03

AVUV AMERICAN CENTY ETF TR446.4K shares34.93%2026-06-302026-08-03

VTV VANGUARD INDEX FDS254.0K shares2.89%2026-06-302026-08-03

FFIU SPINNAKER ETF SERIES2.3M shares1.64%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST1.1M shares11.69%2026-06-302026-08-03

Sponsored

MUB ISHARES TR434.9K shares14.18%2026-06-302026-08-03

AMZN AMAZON COM INC192.0K shares13.57%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS874.8K shares-16.21%2026-06-302026-08-03

GOOGL ALPHABET INC113.5K shares15.09%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS554.0K shares4.09%2026-06-302026-08-03

MTUM ISHARES TR113.1K shares-2.49%2026-06-302026-08-03

BUSE FIRST BUSEY CORP1.3M shares-0.60%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS480.9K shares9.10%2026-06-302026-08-03

Sponsored

GOOG ALPHABET INC103.6K shares6.71%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS92.8K shares7.17%2026-06-302026-08-03

IAGG ISHARES TR649.8K shares19.06%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC27.5K shares-9.41%2026-06-302026-08-03

BROADCOM INC BROADCOM INC82.7K shares18.59%2026-06-302026-08-03

VUG VANGUARD INDEX FDS356.6K shares551.87%2026-06-302026-08-03

TSLA TESLA INC70.8K shares64.99%2026-06-302026-08-03

PG PROCTER & GAMBLE CO192.2K shares2.25%2026-06-302026-08-03

Sponsored

IEMG ISHARES INC327.1K shares279.36%2026-06-302026-08-03

LLY ELI LILLY & CO21.8K shares20.61%2026-06-302026-08-03

QQQ INVESCO QQQ TR34.4K shares-4.56%2026-06-302026-08-03

VMBS VANGUARD SCOTTSDALE FDS522.3K shares13.35%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL48.8K shares10.92%2026-06-302026-08-03

RSP INVESCO EXCHANGE TRADED FD T111.9K shares27.15%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T31.7K shares4.83%2026-06-302026-08-03

ASTS AST SPACEMOBILE INC265.3K shares-2.03%2026-06-302026-08-03

Sponsored

VGT VANGUARD WORLD FD194.7K shares640.40%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO68.1K shares13.27%2026-06-302026-08-03

HYDB ISHARES TR463.6K shares24.00%2026-06-302026-08-03

SCHF SCHWAB STRATEGIC TR781.1K shares-3.62%2026-06-302026-08-03

EFA ISHARES TR207.0K shares0.46%2026-06-302026-08-03

TLH ISHARES TR207.9K shares2.64%2026-06-302026-08-03

DUHP DIMENSIONAL ETF TRUST460.6K shares5.71%2026-06-302026-08-03

IAU ISHARES GOLD TR251.9K shares7.49%2026-06-302026-08-03

Sponsored

META PLATFORMS INC META PLATFORMS INC31.8K shares5.69%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST322.3K shares0.65%2026-06-302026-08-03

ISHARES TR ISHARES TR183.4K shares1.72%2026-06-302026-08-03

SCHD SCHWAB STRATEGIC TR558.6K shares-4.03%2026-06-302026-08-03

VB VANGUARD INDEX FDS57.2K shares1.66%2026-06-302026-08-03

TBIL RBB FD INC347.0K shares-26.60%2026-06-302026-08-03

XCEM COLUMBIA ETF TR II317.2K shares-6.47%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR551.3K shares0.01%2026-06-302026-08-03

Sponsored

VWO VANGUARD INTL EQUITY INDEX F270.3K shares2.16%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC26.6K shares8.80%2026-06-302026-08-03

ABBVIE INC ABBVIE INC60.5K shares35.70%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST265.9K shares9.09%2026-06-302026-08-03

CAT CATERPILLAR INC13.4K shares11.96%2026-06-302026-08-03

SGOV ISHARES TR140.7K shares25.73%2026-06-302026-08-03

VONG VANGUARD SCOTTSDALE FDS110.1K shares24.76%2026-06-302026-08-03

ZAP GLOBAL X FDS400.3K shares23.14%2026-06-302026-08-03

Sponsored

JBND J P MORGAN EXCHANGE TRADED F256.5K shares19.00%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS270.8K shares196.66%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST153.2K shares0.68%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP98.1K shares4.90%2026-06-302026-08-03

DTD WISDOMTREE TR141.0K sharesnew addition2026-06-302026-08-03

JNJ JOHNSON & JOHNSON51.6K shares21.62%2026-06-302026-08-03

VISA INC VISA INC37.6K shares13.44%2026-06-302026-08-03

IJH ISHARES TR167.2K shares5.30%2026-06-302026-08-03

Sponsored

DFUS DIMENSIONAL ETF TRUST154.0K shares4.73%2026-06-302026-08-03

BCI ABRDN ETFS559.7K shares50.42%2026-06-302026-08-03

WMT WALMART INC109.7K shares-0.01%2026-06-302026-08-03

DFCF DIMENSIONAL ETF TRUST293.6K shares31.59%2026-06-302026-08-03

DMBS DOUBLELINE ETF TRUST248.1K shares7.01%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.0K shares6.81%2026-06-302026-08-03

IJR ISHARES TR81.3K shares63.90%2026-06-302026-08-03

DFIC DIMENSIONAL ETF TRUST315.4K shares7.67%2026-06-302026-08-03

Sponsored

ETFS GOLD TR ETFS GOLD TR305.9K shares-12.29%2026-06-302026-08-03

XSMO INVESCO EXCHANGE TRADED FD T120.2K sharesnew addition2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC92.4K shares32.47%2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF324.4K shares24.86%2026-06-302026-08-03

VIR VIR BIOTECHNOLOGY INC1.0M sharesnew addition2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC13.6K shares46.50%2026-06-302026-08-03

XLY SELECT SECTOR SPDR TR83.1K shares32.21%2026-06-302026-08-03

DFAI DIMENSIONAL ETF TRUST235.9K shares57.36%2026-06-302026-08-03

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED18.9K shares12.61%2026-06-302026-08-03

SPYV SPDR SERIES TRUST158.6K shares14.49%2026-06-302026-08-03

BIL SPDR SERIES TRUST104.9K shares57.93%2026-06-302026-08-03

DFCA DIMENSIONAL ETF TRUST191.5K shares7.99%2026-06-302026-08-03

SUB ISHARES TR89.2K shares9.32%2026-06-302026-08-03

SCHR SCHWAB STRATEGIC TR379.1K shares8.74%2026-06-302026-08-03

AVSC AMERICAN CENTY ETF TR125.8K shares0.33%2026-06-302026-08-03

CVX CHEVRON CORPORATION55.4K shares9.05%2026-06-302026-08-03

Sponsored

HD HOME DEPOT INC25.9K shares9.01%2026-06-302026-08-03

GE GE AEROSPACE24.2K shares26.52%2026-06-302026-08-03

IWD ISHARES TR36.2K shares2.67%2026-06-302026-08-03

IXUS ISHARES TR90.7K shares-9.56%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS29.8K shares14.68%2026-06-302026-08-03

DIHP DIMENSIONAL ETF TRUST244.0K shares5.02%2026-06-302026-08-03

GLD SPDR GOLD TR22.6K shares-3.85%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC8.2K shares5.84%2026-06-302026-08-03

Sponsored

QUAL ISHARES TR36.9K shares12.92%2026-06-302026-08-03

LRCX LAM RESEARCH CORP18.7K shares56.15%2026-06-302026-08-03

HYMB SPDR SERIES TRUST313.2K shares38.40%2026-06-302026-08-03

SHLD GLOBAL X FDS130.0K shares27.98%2026-06-302026-08-03

SPHQ INVESCO EXCHANGE TRADED FD T86.1K shares-1.92%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC22.3K shares1.89%2026-06-302026-08-03

VV VANGUARD INDEX FDS22.0K shares6.29%2026-06-302026-08-03

XT ISHARES TR91.4K shares2.08%2026-06-302026-08-03

Sponsored

AVEM AMERICAN CENTY ETF TR77.4K shares17.57%2026-06-302026-08-03

OEF ISHARES TR20.1K shares-4.23%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION38.7K shares15.27%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC62.8K shares38.25%2026-06-302026-08-03

SPYG SPDR SERIES TRUST58.9K shares24.24%2026-06-302026-08-03

EMXC ISHARES INC67.0K shares10.14%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC37.3K shares12.14%2026-06-302026-08-03

IVW ISHARES TR48.4K shares16.67%2026-06-302026-08-03

Sponsored

SCHV SCHWAB STRATEGIC TR191.0K shares-16.25%2026-06-302026-08-03

VO VANGUARD INDEX FDS81.6K shares541.52%2026-06-302026-08-03

BAC BANK OF AMER CORP115.3K shares21.59%2026-06-302026-08-03

MCD MCDONALDS CORP23.9K shares5.59%2026-06-302026-08-03

INTC INTEL CORP45.9K shares15.69%2026-06-302026-08-03

SCHB SCHWAB STRATEGIC TR221.0K shares-0.75%2026-06-302026-08-03

LMUB ISHARES TR124.5K shares16.50%2026-06-302026-08-03

KO COCA COLA CO78.1K shares31.92%2026-06-302026-08-03

Sponsored

ETN EATON CORP PLC14.9K shares16.67%2026-06-302026-08-03

IAUM ISHARES GOLD TRUST MICRO157.2K shares181.72%2026-06-302026-08-03

ICVT ISHARES TR51.4K shares28.30%2026-06-302026-08-03

VXUS VANGUARD STAR FDS71.2K shares23.68%2026-06-302026-08-03

ALLW SSGA ACTIVE TR206.8K shares39.91%2026-06-302026-08-03

XLG INVESCO EXCHANGE TRADED FD T98.9K sharesnew addition2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC13.9K shares114.50%2026-06-302026-08-03

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F97.3K shares514.31%2026-06-302026-08-03

Sponsored

MRK MERCK & CO INC46.2K shares53.54%2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II19.4K shares73.85%2026-06-302026-08-03

IWF ISHARES TR46.9K shares292.02%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.81.3K shares36.21%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS119.4K shares-2.75%2026-06-302026-08-03

JMST J P MORGAN EXCHANGE TRADED F110.7K shares15.80%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS111.7K shares67.26%2026-06-302026-08-03

IVOO VANGUARD ADMIRAL FDS INC42.0K shares0.04%2026-06-302026-08-03

Sponsored

DFAS DIMENSIONAL ETF TRUST66.3K shares1.80%2026-06-302026-08-03

DBEF DBX ETF TR99.2K shares-2.44%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC127.0K shares1.92%2026-06-302026-08-03

TFI SPDR SERIES TRUST114.5K shares0.50%2026-06-302026-08-03

GEV GE VERNOVA INC4.4K shares3.33%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC12.4K shares82.40%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC10.7K shares12.46%2026-06-302026-08-03

VCSH VANGUARD SCOTTSDALE FDS64.9K shares8.81%2026-06-302026-08-03

Sponsored

KLAC KLA CORP16.7K shares1053.03%2026-06-302026-08-03

PB PROSPERITY BANCSHARES INC68.7K shares0.03%2026-06-302026-08-03

JEPI J P MORGAN EXCHANGE TRADED F88.7K shares455.68%2026-06-302026-08-03

VST VISTRA CORP31.0K shares1264.95%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS63.9K shares2.94%2026-06-302026-08-03

TXN TEXAS INSTRS INC16.2K shares20.11%2026-06-302026-08-03

PEP PEPSICO INC35.4K shares20.32%2026-06-302026-08-03

MS MORGAN STANLEY22.8K shares30.12%2026-06-302026-08-03

Sponsored

AVUS AMERICAN CENTY ETF TR37.1K shares48.02%2026-06-302026-08-03

IWV ISHARES TR11.1K shares-6.12%2026-06-302026-08-03

DFAE DIMENSIONAL ETF TRUST117.2K shares26.66%2026-06-302026-08-03

QCOM QUALCOMM INC25.1K shares-2.96%2026-06-302026-08-03

DFSD DIMENSIONAL ETF TRUST96.6K shares-0.99%2026-06-302026-08-03

VYM VANGUARD WHITEHALL FDS29.0K shares-0.27%2026-06-302026-08-03

IVAL EA SERIES TRUST131.1K shares7.01%2026-06-302026-08-03

ONEY SPDR SERIES TRUST34.9K shares13.37%2026-06-302026-08-03

Sponsored

TJX TJX COS INC NEW29.3K shares-11.01%2026-06-302026-08-03

DFAU DIMENSIONAL ETF TRUST85.7K shares4.24%2026-06-302026-08-03

MGK VANGUARD WORLD FD49.0K shares408.35%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR47.5K shares21.41%2026-06-302026-08-03

IQLT ISHARES TR84.9K shares-10.80%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP8.2K shares5.40%2026-06-302026-08-03

WFC WELLS FARGO & CO50.5K shares24.38%2026-06-302026-08-03

ITOT ISHARES TR25.2K shares1.38%2026-06-302026-08-03

Sponsored

JGRO J P MORGAN EXCHANGE TRADED F41.9K shares937.58%2026-06-302026-08-03

VTEB VANGUARD MUN BD FDS81.4K shares1.59%2026-06-302026-08-03

VCRB VANGUARD MALVERN FDS52.6K shares-9.38%2026-06-302026-08-03

HYZD WISDOMTREE TR180.6K shares12.51%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS55.2K shares-10.78%2026-06-302026-08-03

APH AMPHENOL CORP22.9K shares-7.60%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC45.5K shares-3.16%2026-06-302026-08-03

JPIE J P MORGAN EXCHANGE TRADED F85.1K shares1.37%2026-06-302026-08-03

Sponsored

ORACLE CORP ORACLE CORP26.7K shares38.94%2026-06-302026-08-03

VGSH VANGUARD SCOTTSDALE FDS66.9K shares6.77%2026-06-302026-08-03

FBND FIDELITY MERRIMACK STR TR85.2K shares2.10%2026-06-302026-08-03

ABT ABBOTT LABORATORIES42.5K shares13.23%2026-06-302026-08-03

ACIO ETF SER SOLUTIONS82.9K shares-23.06%2026-06-302026-08-03

BSCR INVESCO EXCH TRD SLF IDX FD194.3K shares199.64%2026-06-302026-08-03

HEFA ISHARES TR81.2K shares22.25%2026-06-302026-08-03

AIRR FIRST TR EXCHANGE TRADED FD28.5K shares300.01%2026-06-302026-08-03

Sponsored

SCHM SCHWAB STRATEGIC TR102.7K shares-5.95%2026-06-302026-08-03

MINT PIMCO ETF TR37.5K shares199.20%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO64.6K shares3.39%2026-06-302026-08-03

FNDF SCHWAB STRATEGIC TR70.0K shares37.18%2026-06-302026-08-03

EVTR MORGAN STANLEY ETF TRUST71.8K sharesnew addition2026-06-302026-08-03

IVE ISHARES TR16.0K shares29.52%2026-06-302026-08-03

LQDH ISHARES U S ETF TR38.8K shares11.35%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC4.7K shares50.66%2026-06-302026-08-03

Sponsored

VIG VANGUARD SPECIALIZED FUNDS15.2K shares15.08%2026-06-302026-08-03

LIN LINDE PLC6.9K shares-3.07%2026-06-302026-08-03

SLV ISHARES SILVER TR66.9K shares33.33%2026-06-302026-08-03

AVDV AMERICAN CENTY ETF TR34.3K shares20.68%2026-06-302026-08-03

FYLD CAMBRIA ETF TR96.8K shares0.27%2026-06-302026-08-03

MFSV MFS ACTIVE EXCHANGE TRADED F122.0K sharesnew addition2026-06-302026-08-03

QMOM EA SERIES TRUST44.0K shares7.91%2026-06-302026-08-03

FNDX SCHWAB STRATEGIC TR111.3K shares2.19%2026-06-302026-08-03

Sponsored

LVHI LEGG MASON ETF INVT84.2K shares18.50%2026-06-302026-08-03

DE DEERE & CO5.4K shares15.54%2026-06-302026-08-03

BSCQ INVESCO EXCH TRD SLF IDX FD173.9K shares323.72%2026-06-302026-08-03

DFSV DIMENSIONAL ETF TRUST87.2K shares14.68%2026-06-302026-08-03

MUNY VANGUARD NY TAX FREE FDS32.3K sharesnew addition2026-06-302026-08-03

C CITIGROUP INC23.7K shares8.34%2026-06-302026-08-03

SYLD CAMBRIA ETF TR41.7K shares9.28%2026-06-302026-08-03

XLP SELECT SECTOR SPDR TR39.7K shares-8.71%2026-06-302026-08-03

Sponsored

USMV ISHARES TR34.1K shares21.95%2026-06-302026-08-03

IEI ISHARES TR28.0K shares2.14%2026-06-302026-08-03

IMTM ISHARES TR61.3K shares0.57%2026-06-302026-08-03

FDVV FIDELITY COVINGTON TRUST53.3K shares0.80%2026-06-302026-08-03

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A7.0K shares147.09%2026-06-302026-08-03

AMGN AMGEN INC8.9K shares12.73%2026-06-302026-08-03

ITAN EA SERIES TRUST75.0K shares7.56%2026-06-302026-08-03

DYNF BLACKROCK ETF TRUST46.1K shares58.63%2026-06-302026-08-03

Sponsored

T AT&T INC151.0K shares-1.62%2026-06-302026-08-03

DFAX DIMENSIONAL ETF TRUST84.8K shares4.43%2026-06-302026-08-03

EMB ISHARES TR32.3K shares24.63%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC28.9K shares37.07%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO9.2K shares12.85%2026-06-302026-08-03

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COP CONOCOPHILLIPS29.0K shares10.83%2026-06-302026-08-03

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FMDE FIDELITY COVINGTON TRUST28.5K shares4.63%2026-06-302026-08-03

Sponsored

APPLOVIN CORP APPLOVIN CORP2.2K shares23.18%2026-06-302026-08-03

STRL STERLING INFRASTRUCTURE INC1.4K shares-17.75%2026-06-302026-08-03

EVMO MORGAN STANLEY ETF TRUST22.9K sharesnew addition2026-06-302026-08-03

ARK ETF TR ARK ETF TR14.1K shares27.05%2026-06-302026-08-03

URI UNITED RENTALS INC1.0K shares49.41%2026-06-302026-08-03

ESGV VANGUARD WORLD FD8.6K shares-2.78%2026-06-302026-08-03

CORP PIMCO ETF TR11.8K shares0.00%2026-06-302026-08-03

SHM SPDR SERIES TRUST23.6K shares10.39%2026-06-302026-08-03

Sponsored

MFC MANULIFE FINL CORP27.7K shares8.50%2026-06-302026-08-03

DOMINION ENERGY INC DOMINION ENERGY INC16.4K shares18.92%2026-06-302026-08-03

VOYA VOYA FINANCIAL INC12.4K sharesnew addition2026-06-302026-08-03

EEM ISHARES TR16.3K shares12.07%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC19.2K shares9.09%2026-06-302026-08-03

FDS FACTSET RESH SYS INC4.8K shares13.30%2026-06-302026-08-03

IEO ISHARES TR10.1K shares-1.63%2026-06-302026-08-03

CORTEVA INC CORTEVA INC13.0K shares8.70%2026-06-302026-08-03

Sponsored

SRE SEMPRA11.8K shares14.69%2026-06-302026-08-03

VANECK ETF TRUST VANECK ETF TRUST14.5K shares287.52%2026-06-302026-08-03

GMAY FIRST TR EXCHNG TRADED FD VI25.3K shares-16.15%2026-06-302026-08-03

AMT AMERICAN TOWER CORP6.6K shares31.79%2026-06-302026-08-03

SHV ISHARES TR9.8K shares-8.85%2026-06-302026-08-03

SPTL SPDR SERIES TRUST41.2K shares232.90%2026-06-302026-08-03

PSLV SPROTT ASSET MANAGEMENT LP57.1K shares16.64%2026-06-302026-08-03

MDYG SPDR SERIES TRUST9.6K sharesnew addition2026-06-302026-08-03

Sponsored

BNS BANK NOVA SCOTIA B C12.4K shares38.11%2026-06-302026-08-03

SKOR FLEXSHARES TR22.1K shares10.13%2026-06-302026-08-03

S&P GLOBAL INC S&P GLOBAL INC2.6K shares-45.18%2026-06-302026-08-03

POWI POWER INTEGRATIONS INC12.7K shares0.75%2026-06-302026-08-03

VOO

VANGUARD INDEX FDS

8.78%

Shares433.1K

Event2026-06-30

Filed2026-08-03

IUSB

ISHARES TR

14.93%

Shares3.8M

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

6.96%

Shares825.6K

Event2026-06-30

Filed2026-08-03

IVLU

ISHARES TR

16.65%

Shares2.6M

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

6.92%

Shares3.1M

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

10.54%

Shares340.4K

Event2026-06-30

Filed2026-08-03

JQUA

J P MORGAN EXCHANGE TRADED F

-0.69%

Shares1.3M

Event2026-06-30

Filed2026-08-03

ISHARES TR

-7.35%

Shares115.2K

Event2026-06-30

Filed2026-08-03

ISHARES TR

6.49%

Shares719.5K

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

9.26%

Shares507.3K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

11.24%

Shares305.8K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

15.19%

Shares151.5K

Event2026-06-30

Filed2026-08-03

AVUV

AMERICAN CENTY ETF TR

34.93%

Shares446.4K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

2.89%

Shares254.0K

Event2026-06-30

Filed2026-08-03

FFIU

SPINNAKER ETF SERIES

1.64%

Shares2.3M

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

11.69%

Shares1.1M

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

14.18%

Shares434.9K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

13.57%

Shares192.0K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

-16.21%

Shares874.8K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

15.09%

Shares113.5K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

4.09%

Shares554.0K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

-2.49%

Shares113.1K

Event2026-06-30

Filed2026-08-03

BUSE

FIRST BUSEY CORP

-0.60%

Shares1.3M

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

9.10%

Shares480.9K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

6.71%

Shares103.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

7.17%

Shares92.8K

Event2026-06-30

Filed2026-08-03

IAGG

ISHARES TR

19.06%

Shares649.8K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-9.41%

Shares27.5K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

18.59%

Shares82.7K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

551.87%

Shares356.6K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

64.99%

Shares70.8K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

2.25%

Shares192.2K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

279.36%

Shares327.1K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

20.61%

Shares21.8K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-4.56%

Shares34.4K

Event2026-06-30

Filed2026-08-03

VMBS

VANGUARD SCOTTSDALE FDS

13.35%

Shares522.3K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

10.92%

Shares48.8K

Event2026-06-30

Filed2026-08-03

RSP

INVESCO EXCHANGE TRADED FD T

27.15%

Shares111.9K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

4.83%

Shares31.7K

Event2026-06-30

Filed2026-08-03

ASTS

AST SPACEMOBILE INC

-2.03%

Shares265.3K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

640.40%

Shares194.7K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

13.27%

Shares68.1K

Event2026-06-30

Filed2026-08-03

HYDB

ISHARES TR

24.00%

Shares463.6K

Event2026-06-30

Filed2026-08-03

SCHF

SCHWAB STRATEGIC TR

-3.62%

Shares781.1K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

0.46%

Shares207.0K

Event2026-06-30

Filed2026-08-03

TLH

ISHARES TR

2.64%

Shares207.9K

Event2026-06-30

Filed2026-08-03

DUHP

DIMENSIONAL ETF TRUST

5.71%

Shares460.6K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

7.49%

Shares251.9K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

5.69%

Shares31.8K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

0.65%

Shares322.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

1.72%

Shares183.4K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

-4.03%

Shares558.6K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

1.66%

Shares57.2K

Event2026-06-30

Filed2026-08-03

TBIL

RBB FD INC

-26.60%

Shares347.0K

Event2026-06-30

Filed2026-08-03

XCEM

COLUMBIA ETF TR II

-6.47%

Shares317.2K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

0.01%

Shares551.3K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

2.16%

Shares270.3K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

8.80%

Shares26.6K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

35.70%

Shares60.5K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

9.09%

Shares265.9K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

11.96%

Shares13.4K

Event2026-06-30

Filed2026-08-03

SGOV

ISHARES TR

25.73%

Shares140.7K

Event2026-06-30

Filed2026-08-03

VONG

VANGUARD SCOTTSDALE FDS

24.76%

Shares110.1K

Event2026-06-30

Filed2026-08-03

ZAP

GLOBAL X FDS

23.14%

Shares400.3K

Event2026-06-30

Filed2026-08-03

JBND

J P MORGAN EXCHANGE TRADED F

19.00%

Shares256.5K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

196.66%

Shares270.8K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

0.68%

Shares153.2K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

4.90%

Shares98.1K

Event2026-06-30

Filed2026-08-03

DTD

WISDOMTREE TR

New

Shares141.0K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

21.62%

Shares51.6K

Event2026-06-30

Filed2026-08-03

VISA INC

13.44%

Shares37.6K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

5.30%

Shares167.2K

Event2026-06-30

Filed2026-08-03

DFUS

DIMENSIONAL ETF TRUST

4.73%

Shares154.0K

Event2026-06-30

Filed2026-08-03

BCI

ABRDN ETFS

50.42%

Shares559.7K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-0.01%

Shares109.7K

Event2026-06-30

Filed2026-08-03

DFCF

DIMENSIONAL ETF TRUST

31.59%

Shares293.6K

Event2026-06-30

Filed2026-08-03

DMBS

DOUBLELINE ETF TRUST

7.01%

Shares248.1K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

6.81%

Shares13.0K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

63.90%

Shares81.3K

Event2026-06-30

Filed2026-08-03

DFIC

DIMENSIONAL ETF TRUST

7.67%

Shares315.4K

Event2026-06-30

Filed2026-08-03

ETFS GOLD TR

-12.29%

Shares305.9K

Event2026-06-30

Filed2026-08-03

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares120.2K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

32.47%

Shares92.4K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

24.86%

Shares324.4K

Event2026-06-30

Filed2026-08-03

VIR

VIR BIOTECHNOLOGY INC

New

Shares1.0M

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

46.50%

Shares13.6K

Event2026-06-30

Filed2026-08-03

XLY

SELECT SECTOR SPDR TR

32.21%

Shares83.1K

Event2026-06-30

Filed2026-08-03

DFAI

DIMENSIONAL ETF TRUST

57.36%

Shares235.9K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

12.61%

Shares18.9K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

14.49%

Shares158.6K

Event2026-06-30

Filed2026-08-03

BIL

SPDR SERIES TRUST

57.93%

Shares104.9K

Event2026-06-30

Filed2026-08-03

DFCA

DIMENSIONAL ETF TRUST

7.99%

Shares191.5K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

9.32%

Shares89.2K

Event2026-06-30

Filed2026-08-03

SCHR

SCHWAB STRATEGIC TR

8.74%

Shares379.1K

Event2026-06-30

Filed2026-08-03

AVSC

AMERICAN CENTY ETF TR

0.33%

Shares125.8K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

9.05%

Shares55.4K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

9.01%

Shares25.9K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

26.52%

Shares24.2K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

2.67%

Shares36.2K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-9.56%

Shares90.7K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

14.68%

Shares29.8K

Event2026-06-30

Filed2026-08-03

DIHP

DIMENSIONAL ETF TRUST

5.02%

Shares244.0K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-3.85%

Shares22.6K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

5.84%

Shares8.2K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

12.92%

Shares36.9K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

56.15%

Shares18.7K

Event2026-06-30

Filed2026-08-03

HYMB

SPDR SERIES TRUST

38.40%

Shares313.2K

Event2026-06-30

Filed2026-08-03

SHLD

GLOBAL X FDS

27.98%

Shares130.0K

Event2026-06-30

Filed2026-08-03

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.92%

Shares86.1K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

1.89%

Shares22.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

6.29%

Shares22.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

2.08%

Shares91.4K

Event2026-06-30

Filed2026-08-03

AVEM

AMERICAN CENTY ETF TR

17.57%

Shares77.4K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

-4.23%

Shares20.1K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

15.27%

Shares38.7K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

38.25%

Shares62.8K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

24.24%

Shares58.9K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

10.14%

Shares67.0K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

12.14%

Shares37.3K

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

16.67%

Shares48.4K

Event2026-06-30

Filed2026-08-03

SCHV

SCHWAB STRATEGIC TR

-16.25%

Shares191.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

541.52%

Shares81.6K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

21.59%

Shares115.3K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

5.59%

Shares23.9K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

15.69%

Shares45.9K

Event2026-06-30

Filed2026-08-03

SCHB

SCHWAB STRATEGIC TR

-0.75%

Shares221.0K

Event2026-06-30

Filed2026-08-03

LMUB

ISHARES TR

16.50%

Shares124.5K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

31.92%

Shares78.1K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

16.67%

Shares14.9K

Event2026-06-30

Filed2026-08-03

IAUM

ISHARES GOLD TRUST MICRO

181.72%

Shares157.2K

Event2026-06-30

Filed2026-08-03

ICVT

ISHARES TR

28.30%

Shares51.4K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

23.68%

Shares71.2K

Event2026-06-30

Filed2026-08-03

ALLW

SSGA ACTIVE TR

39.91%

Shares206.8K

Event2026-06-30

Filed2026-08-03

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares98.9K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

114.50%

Shares13.9K

Event2026-06-30

Filed2026-08-03

J P MORGAN EXCHANGE TRADED F

514.31%

Shares97.3K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

53.54%

Shares46.2K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

73.85%

Shares19.4K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

292.02%

Shares46.9K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

36.21%

Shares81.3K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

-2.75%

Shares119.4K

Event2026-06-30

Filed2026-08-03

JMST

J P MORGAN EXCHANGE TRADED F

15.80%

Shares110.7K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

67.26%

Shares111.7K

Event2026-06-30

Filed2026-08-03

IVOO

VANGUARD ADMIRAL FDS INC

0.04%

Shares42.0K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

1.80%

Shares66.3K

Event2026-06-30

Filed2026-08-03

DBEF

DBX ETF TR

-2.44%

Shares99.2K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

1.92%

Shares127.0K

Event2026-06-30

Filed2026-08-03

TFI

SPDR SERIES TRUST

0.50%

Shares114.5K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

3.33%

Shares4.4K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

82.40%

Shares12.4K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

12.46%

Shares10.7K

Event2026-06-30

Filed2026-08-03

VCSH

VANGUARD SCOTTSDALE FDS

8.81%

Shares64.9K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

1053.03%

Shares16.7K

Event2026-06-30

Filed2026-08-03

PROSPERITY BANCSHARES INC

0.03%

Shares68.7K

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

455.68%

Shares88.7K

Event2026-06-30

Filed2026-08-03

VST

VISTRA CORP

1264.95%

Shares31.0K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

2.94%

Shares63.9K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

20.11%

Shares16.2K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

20.32%

Shares35.4K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

30.12%

Shares22.8K

Event2026-06-30

Filed2026-08-03

AVUS

AMERICAN CENTY ETF TR

48.02%

Shares37.1K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

-6.12%

Shares11.1K

Event2026-06-30

Filed2026-08-03

DFAE

DIMENSIONAL ETF TRUST

26.66%

Shares117.2K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

-2.96%

Shares25.1K

Event2026-06-30

Filed2026-08-03

DFSD

DIMENSIONAL ETF TRUST

-0.99%

Shares96.6K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

-0.27%

Shares29.0K

Event2026-06-30

Filed2026-08-03

IVAL

EA SERIES TRUST

7.01%

Shares131.1K

Event2026-06-30

Filed2026-08-03

ONEY

SPDR SERIES TRUST

13.37%

Shares34.9K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

-11.01%

Shares29.3K

Event2026-06-30

Filed2026-08-03

DFAU

DIMENSIONAL ETF TRUST

4.24%

Shares85.7K

Event2026-06-30

Filed2026-08-03

MGK

VANGUARD WORLD FD

408.35%

Shares49.0K

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

21.41%

Shares47.5K

Event2026-06-30

Filed2026-08-03

IQLT

ISHARES TR

-10.80%

Shares84.9K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

5.40%

Shares8.2K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

24.38%

Shares50.5K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

1.38%

Shares25.2K

Event2026-06-30

Filed2026-08-03

JGRO

J P MORGAN EXCHANGE TRADED F

937.58%

Shares41.9K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

1.59%

Shares81.4K

Event2026-06-30

Filed2026-08-03

VCRB

VANGUARD MALVERN FDS

-9.38%

Shares52.6K

Event2026-06-30

Filed2026-08-03

HYZD

WISDOMTREE TR

12.51%

Shares180.6K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

-10.78%

Shares55.2K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

-7.60%

Shares22.9K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-3.16%

Shares45.5K

Event2026-06-30

Filed2026-08-03

JPIE

J P MORGAN EXCHANGE TRADED F

1.37%

Shares85.1K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

38.94%

Shares26.7K

Event2026-06-30

Filed2026-08-03

VGSH

VANGUARD SCOTTSDALE FDS

6.77%

Shares66.9K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

2.10%

Shares85.2K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

13.23%

Shares42.5K

Event2026-06-30

Filed2026-08-03

ACIO

ETF SER SOLUTIONS

-23.06%

Shares82.9K

Event2026-06-30

Filed2026-08-03

BSCR

INVESCO EXCH TRD SLF IDX FD

199.64%

Shares194.3K

Event2026-06-30

Filed2026-08-03

HEFA

ISHARES TR

22.25%

Shares81.2K

Event2026-06-30

Filed2026-08-03

AIRR

FIRST TR EXCHANGE TRADED FD

300.01%

Shares28.5K

Event2026-06-30

Filed2026-08-03

SCHM

SCHWAB STRATEGIC TR

-5.95%

Shares102.7K

Event2026-06-30

Filed2026-08-03

MINT

PIMCO ETF TR

199.20%

Shares37.5K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

3.39%

Shares64.6K

Event2026-06-30

Filed2026-08-03

FNDF

SCHWAB STRATEGIC TR

37.18%

Shares70.0K

Event2026-06-30

Filed2026-08-03

EVTR

MORGAN STANLEY ETF TRUST

New

Shares71.8K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

29.52%

Shares16.0K

Event2026-06-30

Filed2026-08-03

LQDH

ISHARES U S ETF TR

11.35%

Shares38.8K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

50.66%

Shares4.7K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

15.08%

Shares15.2K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

-3.07%

Shares6.9K

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

33.33%

Shares66.9K

Event2026-06-30

Filed2026-08-03

AVDV

AMERICAN CENTY ETF TR

20.68%

Shares34.3K

Event2026-06-30

Filed2026-08-03

FYLD

CAMBRIA ETF TR

0.27%

Shares96.8K

Event2026-06-30

Filed2026-08-03

MFSV

MFS ACTIVE EXCHANGE TRADED F

New

Shares122.0K

Event2026-06-30

Filed2026-08-03

QMOM

EA SERIES TRUST

7.91%

Shares44.0K

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

2.19%

Shares111.3K

Event2026-06-30

Filed2026-08-03

LVHI

LEGG MASON ETF INVT

18.50%

Shares84.2K

Event2026-06-30

Filed2026-08-03

DEERE & CO

15.54%

Shares5.4K

Event2026-06-30

Filed2026-08-03

BSCQ

INVESCO EXCH TRD SLF IDX FD

323.72%

Shares173.9K

Event2026-06-30

Filed2026-08-03

DFSV

DIMENSIONAL ETF TRUST

14.68%

Shares87.2K

Event2026-06-30

Filed2026-08-03

MUNY

VANGUARD NY TAX FREE FDS

New

Shares32.3K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

8.34%

Shares23.7K

Event2026-06-30

Filed2026-08-03

SYLD

CAMBRIA ETF TR

9.28%

Shares41.7K

Event2026-06-30

Filed2026-08-03

XLP

SELECT SECTOR SPDR TR

-8.71%

Shares39.7K

Event2026-06-30

Filed2026-08-03

USMV

ISHARES TR

21.95%

Shares34.1K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES TR

2.14%

Shares28.0K

Event2026-06-30

Filed2026-08-03

IMTM

ISHARES TR

0.57%

Shares61.3K

Event2026-06-30

Filed2026-08-03

FDVV

FIDELITY COVINGTON TRUST

0.80%

Shares53.3K

Event2026-06-30

Filed2026-08-03

SPOTIFY TECHNOLOGY S A

147.09%

Shares7.0K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

12.73%

Shares8.9K

Event2026-06-30

Filed2026-08-03

ITAN

EA SERIES TRUST

7.56%

Shares75.0K

Event2026-06-30

Filed2026-08-03

DYNF

BLACKROCK ETF TRUST

58.63%

Shares46.1K

Event2026-06-30

Filed2026-08-03

AT&T INC

-1.62%

Shares151.0K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

4.43%

Shares84.8K

Event2026-06-30

Filed2026-08-03

EMB

ISHARES TR

24.63%

Shares32.3K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

37.07%

Shares28.9K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

12.85%

Shares9.2K

Event2026-06-30

Filed2026-08-03

SPACE EXPLORATION TECHN CORP

New

Shares18.2K

Event2026-06-30

Filed2026-08-03

GSEW

GOLDMAN SACHS ETF TR

0.01%

Shares32.6K

Event2026-06-30

Filed2026-08-03

CMF

ISHARES TR

37.55%

Shares53.5K

Event2026-06-30

Filed2026-08-03

SLYG

SPDR SERIES TRUST

23.30%

Shares25.6K

Event2026-06-30

Filed2026-08-03

DUSB

DIMENSIONAL ETF TRUST

109.10%

Shares59.8K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

10.83%

Shares29.0K

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC

14.13%

Shares13.3K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP

23.63%

Shares13.7K

Event2026-06-30

Filed2026-08-03

BSCT

INVESCO EXCH TRD SLF IDX FD

1175.65%

Shares160.6K

Event2026-06-30

Filed2026-08-03

BSCU

INVESCO EXCH TRD SLF IDX FD

1637.76%

Shares179.0K

Event2026-06-30

Filed2026-08-03

IQDG

WISDOMTREE TR

10.71%

Shares68.4K

Event2026-06-30

Filed2026-08-03

XMMO

INVESCO EXCHANGE TRADED FD T

3.83%

Shares17.3K

Event2026-06-30

Filed2026-08-03

SCHP

SCHWAB STRATEGIC TR

-5.81%

Shares110.5K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

-4.63%

Shares19.2K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-4.34%

Shares80.8K

Event2026-06-30

Filed2026-08-03

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares31.7K

Event2026-06-30

Filed2026-08-03

BSCS

INVESCO EXCH TRD SLF IDX FD

694.71%

Shares142.5K

Event2026-06-30

Filed2026-08-03

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares176.9K

Event2026-06-30

Filed2026-08-03

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares141.2K

Event2026-06-30

Filed2026-08-03

BSCX

INVESCO EXCH TRD SLF IDX FD

New

Shares136.1K

Event2026-06-30

Filed2026-08-03

CAIE

CALAMOS ETF TR

80.05%

Shares105.3K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

-5.41%

Shares8.0K

Event2026-06-30

Filed2026-08-03

BSCY

INVESCO EXCH TRD SLF IDX FD

New

Shares137.4K

Event2026-06-30

Filed2026-08-03

DIVO

AMPLIFY ETF TR

-9.53%

Shares61.3K

Event2026-06-30

Filed2026-08-03

BSCZ

INVESCO EXCH TRD SLF IDX FD

New

Shares136.9K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

11.01%

Shares28.9K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

72.82%

Shares120.2K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

-20.60%

Shares29.9K

Event2026-06-30

Filed2026-08-03

CDNS

CADENCE DESIGN SYSTEM INC

25.07%

Shares7.4K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

76.66%

Shares36.0K

Event2026-06-30

Filed2026-08-03

AGNC INVT CORP

176.64%

Shares252.4K

Event2026-06-30

Filed2026-08-03

VBIL

VANGUARD INSTL INDEX FD

-20.33%

Shares36.0K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

5.03%

Shares10.0K

Event2026-06-30

Filed2026-08-03

PYLD

PIMCO ETF TR

13.14%

Shares102.4K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

9.11%

Shares11.1K

Event2026-06-30

Filed2026-08-03

FREEPORT MCMORAN INC

12.52%

Shares42.8K

Event2026-06-30

Filed2026-08-03

SETM

SPROTT FDS TR

7.57%

Shares86.3K

Event2026-06-30

Filed2026-08-03

FTEC

FIDELITY COVINGTON TRUST

-2.11%

Shares9.4K

Event2026-06-30

Filed2026-08-03

AVLV

AMERICAN CENTY ETF TR

126.45%

Shares29.4K

Event2026-06-30

Filed2026-08-03

MFSI

MFS ACTIVE EXCHANGE TRADED F

New

Shares82.5K

Event2026-06-30

Filed2026-08-03

SLYV

SPDR SERIES TRUST

-9.88%

Shares24.0K

Event2026-06-30

Filed2026-08-03

COWG

PACER FDS TR

13.12%

Shares64.9K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

36.60%

Shares6.4K

Event2026-06-30

Filed2026-08-03

SNDK

SANDISK CORP

-71.40%

Shares1.1K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

10.07%

Shares36.1K

Event2026-06-30

Filed2026-08-03

URNM

SPROTT FDS TR

0.92%

Shares48.8K

Event2026-06-30

Filed2026-08-03

EUAD

SPINNAKER ETF SERIES

-9.65%

Shares60.5K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

-16.22%

Shares8.4K

Event2026-06-30

Filed2026-08-03

IBOT

VANECK ETF TRUST

New

Shares36.8K

Event2026-06-30

Filed2026-08-03

IEV

ISHARES TR

-14.69%

Shares34.7K

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES TR

-0.44%

Shares28.2K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

25.63%

Shares22.9K

Event2026-06-30

Filed2026-08-03

VNQ

VANGUARD INDEX FDS

-5.95%

Shares25.8K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

-11.89%

Shares2.6K

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP

-3.07%

Shares3.9K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

7.49%

Shares20.9K

Event2026-06-30

Filed2026-08-03

DCOR

DIMENSIONAL ETF TRUST

87.11%

Shares29.7K

Event2026-06-30

Filed2026-08-03

HCA

HCA HEALTHCARE INC

499.52%

Shares6.2K

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

74.91%

Shares34.6K

Event2026-06-30

Filed2026-08-03

EQIX

EQUINIX INC

204.60%

Shares2.3K

Event2026-06-30

Filed2026-08-03

FELC

FIDELITY COVINGTON TRUST

15.36%

Shares57.6K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

21.05%

Shares12.2K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

-1.31%

Shares23.5K

Event2026-06-30

Filed2026-08-03

ANGL

VANECK ETF TRUST

-1.81%

Shares82.0K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

-0.88%

Shares10.7K

Event2026-06-30

Filed2026-08-03

GBIL

GOLDMAN SACHS ETF TR

167.93%

Shares23.7K

Event2026-06-30

Filed2026-08-03

RDVY

FIRST TR EXCHANGE TRADED FD

1.68%

Shares29.1K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

8.87%

Shares28.1K

Event2026-06-30

Filed2026-08-03

SDVY

FIRST TR EXCHANGE TRADED FD

363.83%

Shares54.6K

Event2026-06-30

Filed2026-08-03

PLD

PROLOGIS INC.

4.88%

Shares17.3K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

6.06%

Shares2.4K

Event2026-06-30

Filed2026-08-03

BOTZ

GLOBAL X FDS

334.90%

Shares61.3K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

New

Shares21.1K

Event2026-06-30

Filed2026-08-03

SHYG

ISHARES TR

-28.34%

Shares54.0K

Event2026-06-30

Filed2026-08-03

BOXX

EA SERIES TRUST

43.90%

Shares19.3K

Event2026-06-30

Filed2026-08-03

COWZ

PACER FDS TR

-5.44%

Shares36.3K

Event2026-06-30

Filed2026-08-03

LODE

COMSTOCK INC

5.01%

Shares538.3K

Event2026-06-30

Filed2026-08-03

VSS

VANGUARD INTL EQUITY INDEX F

-10.17%

Shares14.5K

Event2026-06-30

Filed2026-08-03

DFEM

DIMENSIONAL ETF TRUST

5.52%

Shares55.1K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

-1.46%

Shares8.7K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

5.92%

Shares23.9K

Event2026-06-30

Filed2026-08-03

JPLD

J P MORGAN EXCHANGE TRADED F

12.37%

Shares42.6K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

20.30%

Shares12.8K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

22.23%

Shares1.1K

Event2026-06-30

Filed2026-08-03

BOEING CO

35.74%

Shares10.0K

Event2026-06-30

Filed2026-08-03

KMI

KINDER MORGAN INC DEL

6.64%

Shares67.1K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

1.23%

Shares2.2K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

16.40%

Shares15.6K

Event2026-06-30

Filed2026-08-03

BINC

BLACKROCK ETF TRUST II

-1.60%

Shares40.8K

Event2026-06-30

Filed2026-08-03

XEL

XCEL ENERGY INC

10.62%

Shares26.6K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

13.31%

Shares16.7K

Event2026-06-30

Filed2026-08-03

FENI

FIDELITY COVINGTON TRUST

7.13%

Shares52.5K

Event2026-06-30

Filed2026-08-03

HYD

VANECK ETF TRUST

12.49%

Shares40.8K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

16.57%

Shares13.3K

Event2026-06-30

Filed2026-08-03

EFIV

SPDR SERIES TRUST

12.05%

Shares28.6K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-7.63%

Shares14.3K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

0.93%

Shares2.8K

Event2026-06-30

Filed2026-08-03

NANR

SPDR INDEX SHS FDS

3.41%

Shares26.8K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

57.94%

Shares6.8K

Event2026-06-30

Filed2026-08-03

CEG

CONSTELLATION ENERGY CORP

25.96%

Shares8.0K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

-1.49%

Shares8.9K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

5.03%

Shares3.1K

Event2026-06-30

Filed2026-08-03

XLV

SELECT SECTOR SPDR TR

-75.14%

Shares12.5K

Event2026-06-30

Filed2026-08-03

IGIB

ISHARES TR

50.32%

Shares37.4K

Event2026-06-30

Filed2026-08-03

SRVR

PACER FDS TR

New

Shares61.7K

Event2026-06-30

Filed2026-08-03

VLUE

ISHARES TR

18.52%

Shares9.7K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

6.54%

Shares26.0K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

33.83%

Shares15.3K

Event2026-06-30

Filed2026-08-03

AMRZ

AMRIZE LTD

-0.11%

Shares36.2K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

5.61%

Shares7.3K

Event2026-06-30

Filed2026-08-03

DSI

ISHARES TR

0.23%

Shares13.2K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

-34.78%

Shares8.5K

Event2026-06-30

Filed2026-08-03

BAI

BLACKROCK ETF TRUST

63.41%

Shares35.5K

Event2026-06-30

Filed2026-08-03

MP MATERIALS CORP

-3.73%

Shares33.4K

Event2026-06-30

Filed2026-08-03

GLTR

ABRDN PRECIOUS METALS BASKET

32.55%

Shares10.3K

Event2026-06-30

Filed2026-08-03

SCCO

SOUTHERN COPPER CORP

5.27%

Shares10.7K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

-16.69%

Shares22.5K

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

41.77%

Shares23.0K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

34.63%

Shares16.1K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

-15.54%

Shares30.3K

Event2026-06-30

Filed2026-08-03

WORLD GOLD TR

297.69%

Shares23.0K

Event2026-06-30

Filed2026-08-03

ARES CAPITAL CORP

10.88%

Shares98.5K

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

87.12%

Shares17.8K

Event2026-06-30

Filed2026-08-03

MOAT

VANECK ETF TRUST

-32.21%

Shares17.5K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

40.92%

Shares4.6K

Event2026-06-30

Filed2026-08-03

KROGER CO

4.23%

Shares32.6K

Event2026-06-30

Filed2026-08-03

EAGG

ISHARES TR

42.34%

Shares38.1K

Event2026-06-30

Filed2026-08-03

FBTC

FIDELITY WISE ORIGIN BITCOIN

399.19%

Shares35.0K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

-34.91%

Shares24.7K

Event2026-06-30

Filed2026-08-03

DFGR

DIMENSIONAL ETF TRUST

12.12%

Shares61.5K

Event2026-06-30

Filed2026-08-03

RDDT

REDDIT INC

New

Shares10.2K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT

3.54%

Shares6.8K

Event2026-06-30

Filed2026-08-03

VIGI

VANGUARD WHITEHALL FDS

-10.51%

Shares18.8K

Event2026-06-30

Filed2026-08-03

FVD

FIRST TR EXCHANGE-TRADED FD

-0.37%

Shares36.3K

Event2026-06-30

Filed2026-08-03

VGLT

VANGUARD SCOTTSDALE FDS

9.81%

Shares30.9K

Event2026-06-30

Filed2026-08-03

IWY

ISHARES TR

-0.22%

Shares5.8K

Event2026-06-30

Filed2026-08-03

FLN

FIRST TR EXCH TRD ALPHDX FD

1.24%

Shares68.2K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

35.63%

Shares17.5K

Event2026-06-30

Filed2026-08-03

EYLD

CAMBRIA ETF TR

3.59%

Shares36.7K

Event2026-06-30

Filed2026-08-03

ESGE

ISHARES INC

-3.93%

Shares30.4K

Event2026-06-30

Filed2026-08-03

SNPE

DBX ETF TR

-13.05%

Shares23.9K

Event2026-06-30

Filed2026-08-03

SCHO

SCHWAB STRATEGIC TR

8.40%

Shares68.1K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

11.40%

Shares2.3K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

3.33%

Shares10.6K

Event2026-06-30

Filed2026-08-03

SHEL

SHELL PLC

6.31%

Shares21.0K

Event2026-06-30

Filed2026-08-03

EVSM

MORGAN STANLEY ETF TRUST

19.05%

Shares32.0K

Event2026-06-30

Filed2026-08-03

KOMP

SPDR SERIES TRUST

0.13%

Shares22.4K

Event2026-06-30

Filed2026-08-03

NVO

NOVO-NORDISK A S

-4.27%

Shares33.3K

Event2026-06-30

Filed2026-08-03

PSN

PARSONS CORP DEL

-1.70%

Shares30.3K

Event2026-06-30

Filed2026-08-03

FIRST TR EXCHANGE TRADED FD

-4.73%

Shares20.6K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

51.91%

Shares7.8K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

15.74%

Shares15.1K

Event2026-06-30

Filed2026-08-03

MDY

STATE STR SPDR S&P MIDCAP 40

-1.30%

Shares2.2K

Event2026-06-30

Filed2026-08-03

PULS

PGIM ETF TR

55.13%

Shares31.2K

Event2026-06-30

Filed2026-08-03

FGD

FIRST TR EXCHANGE-TRADED FD

-0.10%

Shares48.2K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-0.74%

Shares63.9K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

4.59%

Shares4.5K

Event2026-06-30

Filed2026-08-03

OSCV

ETF SER SOLUTIONS

-26.76%

Shares36.4K

Event2026-06-30

Filed2026-08-03

AVB

AVALONBAY CMNTYS INC

-4.73%

Shares8.1K

Event2026-06-30

Filed2026-08-03

BBBI

BONDBLOXX ETF TRUST

73.06%

Shares29.8K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

10.68%

Shares5.2K

Event2026-06-30

Filed2026-08-03

DLN

WISDOMTREE TR

2.06%

Shares15.8K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-18.71%

Shares4.8K

Event2026-06-30

Filed2026-08-03

PICK

ISHARES INC

1.63%

Shares26.1K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

-11.55%

Shares5.6K

Event2026-06-30

Filed2026-08-03

VTEC

VANGUARD CALIF TAX FREE FDS

3.43%

Shares15.0K

Event2026-06-30

Filed2026-08-03

PSQO

PALMER SQUARE FUNDS TR

11.22%

Shares73.1K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-29.19%

Shares9.6K

Event2026-06-30

Filed2026-08-03

DGCB

DIMENSIONAL ETF TRUST

106.83%

Shares27.4K

Event2026-06-30

Filed2026-08-03

BLV

VANGUARD BD INDEX FDS

55.61%

Shares21.7K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

11.35%

Shares4.7K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

8.11%

Shares9.4K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2124.66%

Shares8.2K

Event2026-06-30

Filed2026-08-03

ADOBE INC

46.90%

Shares7.1K

Event2026-06-30

Filed2026-08-03

IGM

ISHARES TR

-6.85%

Shares8.9K

Event2026-06-30

Filed2026-08-03

SCUS

SCHWAB STRATEGIC TR

153.91%

Shares57.6K

Event2026-06-30

Filed2026-08-03

BITW

BITWISE 10 CRYPTO INDEX ETF

0.19%

Shares38.5K

Event2026-06-30

Filed2026-08-03

JUCY

ETF SER SOLUTIONS

-13.39%

Shares65.3K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

6.79%

Shares8.6K

Event2026-06-30

Filed2026-08-03

RDVI

FIRST TR EXCHANGE-TRADED FD

0.25%

Shares48.6K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

19.02%

Shares4.7K

Event2026-06-30

Filed2026-08-03

PRU

PRUDENTIAL FINL INC

2.74%

Shares13.2K

Event2026-06-30

Filed2026-08-03

LCTU

BLACKROCK ETF TRUST

1.85%

Shares17.6K

Event2026-06-30

Filed2026-08-03

DRSK

ETF SER SOLUTIONS

-26.26%

Shares48.7K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

-27.23%

Shares17.9K

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

97.80%

Shares61.2K

Event2026-06-30

Filed2026-08-03

STLD

STEEL DYNAMICS INC

2.61%

Shares6.0K

Event2026-06-30

Filed2026-08-03

VANGUARD INTL EQUITY INDEX F

-15.12%

Shares8.8K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

212.65%

Shares2.1K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

11.56%

Shares12.5K

Event2026-06-30

Filed2026-08-03

DBMF

LITMAN GREGORY FDS TR

8.74%

Shares44.8K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

93.10%

Shares5.4K

Event2026-06-30

Filed2026-08-03

SPTM

SPDR SERIES TRUST

323.04%

Shares15.1K

Event2026-06-30

Filed2026-08-03

REGN

REGENERON PHARMACEUTICALS

0.18%

Shares2.2K

Event2026-06-30

Filed2026-08-03

IUSG

ISHARES TR

105.25%

Shares7.2K

Event2026-06-30

Filed2026-08-03

BYLD

ISHARES TR

-0.03%

Shares59.9K

Event2026-06-30

Filed2026-08-03

3M CO

-0.19%

Shares8.4K

Event2026-06-30

Filed2026-08-03

BKR

BAKER HUGHES COMPANY

147.00%

Shares24.4K

Event2026-06-30

Filed2026-08-03

VRT

VERTIV HOLDINGS CO

32.42%

Shares4.0K

Event2026-06-30

Filed2026-08-03

DFAW

DIMENSIONAL ETF TRUST

17.42%

Shares16.1K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

42.36%

Shares13.4K

Event2026-06-30

Filed2026-08-03

FREL

FIDELITY COVINGTON TRUST

-17.42%

Shares45.3K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

6.56%

Shares3.6K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

15.65%

Shares9.1K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

12.62%

Shares5.2K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

18.76%

Shares2.6K

Event2026-06-30

Filed2026-08-03

DFLV

DIMENSIONAL ETF TRUST

-5.02%

Shares33.1K

Event2026-06-30

Filed2026-08-03

GWW

WW GRAINGER INC

1.49%

Shares953

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

4.81%

Shares24.2K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

1.67%

Shares7.6K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

9.57%

Shares6.1K

Event2026-06-30

Filed2026-08-03

ESGU

ISHARES TR

-48.61%

Shares7.7K

Event2026-06-30

Filed2026-08-03

TLT

ISHARES TR

-14.96%

Shares14.6K

Event2026-06-30

Filed2026-08-03

SCHE

SCHWAB STRATEGIC TR

-2.97%

Shares34.7K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

-15.13%

Shares24.0K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

0.96%

Shares3.2K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

70.80%

Shares4.5K

Event2026-06-30

Filed2026-08-03

HYBL

SSGA ACTIVE TR

-0.38%

Shares44.8K

Event2026-06-30

Filed2026-08-03

COIN

COINBASE GLOBAL INC

68.47%

Shares8.5K

Event2026-06-30

Filed2026-08-03

DOLLAR GEN CORP

-17.44%

Shares10.9K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares5.6K

Event2026-06-30

Filed2026-08-03

KMT

KENNAMETAL INC

0.14%

Shares35.2K

Event2026-06-30

Filed2026-08-03

EDWARDS LIFESCIENCES CORP

195.25%

Shares13.5K

Event2026-06-30

Filed2026-08-03

SPTI

SPDR SERIES TRUST

11.21%

Shares43.1K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

30.82%

Shares12.9K

Event2026-06-30

Filed2026-08-03

NLR

VANECK ETF TRUST

-1.39%

Shares10.5K

Event2026-06-30

Filed2026-08-03

GBAB

GUGGENHEIM TAXABLE MUNICP BO

0.67%

Shares83.9K

Event2026-06-30

Filed2026-08-03

BOND

PIMCO ETF TR

New

Shares13.2K

Event2026-06-30

Filed2026-08-03

IWO

ISHARES TR

-7.44%

Shares3.0K

Event2026-06-30

Filed2026-08-03

DAL

DELTA AIR LINES INC

-7.30%

Shares12.8K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

4.31%

Shares2.4K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

117.49%

Shares22.3K

Event2026-06-30

Filed2026-08-03

PFF

ISHARES TR

-13.35%

Shares39.0K

Event2026-06-30

Filed2026-08-03

OUNZ

VANECK MERK GOLD ETF

New

Shares30.6K

Event2026-06-30

Filed2026-08-03

MAIN

MAIN STR CAP CORP

11.64%

Shares22.7K

Event2026-06-30

Filed2026-08-03

GENERAL MTRS CO

-6.41%

Shares15.3K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

5.10%

Shares4.8K

Event2026-06-30

Filed2026-08-03

EDIV

SPDR INDEX SHS FDS

12.37%

Shares28.4K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares5.3K

Event2026-06-30

Filed2026-08-03

DNLI

DENALI THERAPEUTICS INC

New

Shares45.2K

Event2026-06-30

Filed2026-08-03

FIX

COMFORT SYS USA INC

10.21%

Shares583

Event2026-06-30

Filed2026-08-03

THRO

BLACKROCK ETF TRUST

66.47%

Shares26.8K

Event2026-06-30

Filed2026-08-03

FMDE

FIDELITY COVINGTON TRUST

4.63%

Shares28.5K

Event2026-06-30

Filed2026-08-03

APPLOVIN CORP

23.18%

Shares2.2K

Event2026-06-30

Filed2026-08-03

STRL

STERLING INFRASTRUCTURE INC

-17.75%

Shares1.4K

Event2026-06-30

Filed2026-08-03

EVMO

MORGAN STANLEY ETF TRUST

New

Shares22.9K

Event2026-06-30

Filed2026-08-03

ARK ETF TR

27.05%

Shares14.1K

Event2026-06-30

Filed2026-08-03

URI

UNITED RENTALS INC

49.41%

Shares1.0K

Event2026-06-30

Filed2026-08-03

ESGV

VANGUARD WORLD FD

-2.78%

Shares8.6K

Event2026-06-30

Filed2026-08-03

CORP

PIMCO ETF TR

0.00%

Shares11.8K

Event2026-06-30

Filed2026-08-03

SHM

SPDR SERIES TRUST

10.39%

Shares23.6K

Event2026-06-30

Filed2026-08-03

MFC

MANULIFE FINL CORP

8.50%

Shares27.7K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

18.92%

Shares16.4K

Event2026-06-30

Filed2026-08-03

VOYA

VOYA FINANCIAL INC

New

Shares12.4K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

12.07%

Shares16.3K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

9.09%

Shares19.2K

Event2026-06-30

Filed2026-08-03

FDS

FACTSET RESH SYS INC

13.30%

Shares4.8K

Event2026-06-30

Filed2026-08-03

IEO

ISHARES TR

-1.63%

Shares10.1K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

8.70%

Shares13.0K

Event2026-06-30

Filed2026-08-03

SRE

SEMPRA

14.69%

Shares11.8K

Event2026-06-30

Filed2026-08-03

VANECK ETF TRUST

287.52%

Shares14.5K

Event2026-06-30

Filed2026-08-03

GMAY

FIRST TR EXCHNG TRADED FD VI

-16.15%

Shares25.3K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP

31.79%

Shares6.6K

Event2026-06-30

Filed2026-08-03

SHV

ISHARES TR

-8.85%

Shares9.8K

Event2026-06-30

Filed2026-08-03

SPTL

SPDR SERIES TRUST

232.90%

Shares41.2K

Event2026-06-30

Filed2026-08-03

PSLV

SPROTT ASSET MANAGEMENT LP

16.64%

Shares57.1K

Event2026-06-30

Filed2026-08-03

MDYG

SPDR SERIES TRUST

New

Shares9.6K

Event2026-06-30

Filed2026-08-03

BNS

BANK NOVA SCOTIA B C

38.11%

Shares12.4K

Event2026-06-30

Filed2026-08-03

SKOR

FLEXSHARES TR

10.13%

Shares22.1K

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC

-45.18%

Shares2.6K

Event2026-06-30

Filed2026-08-03

POWI

POWER INTEGRATIONS INC

0.75%

Shares12.7K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

MU Call CallMICRON TECHNOLOGY INC5.0K sharesnew addition2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T6.0K shares66.67%2026-06-302026-08-03

SMH Call CallVANECK ETF TRUST6.5K sharesnew addition2026-06-302026-08-03

EEFT Call CallEURONET WORLDWIDE INC25.6K shares15.32%2026-06-302026-08-03

ASTS Call CallAST SPACEMOBILE INC20.1K shares0.50%2026-06-302026-08-03

PAYC Call CallPAYCOM SOFTWARE INC12.7K shares25.74%2026-06-302026-08-03

PYPL Call CallPAYPAL HLDGS INC36.6K shares21.19%2026-06-302026-08-03

BRBR Call CallBELLRING BRANDS INC99.0K sharesnew addition2026-06-302026-08-03

FI Call CallFISERV INC14.8K shares18.40%2026-06-302026-08-03

VOD Call CallVODAFONE GROUP PLC50.0K shares0.00%2026-06-302026-08-03

QS Call CallQUANTUMSCAPE CORP70.0K shares0.00%2026-06-302026-08-03

ADOBE INC Call CallADOBE INC2.0K shares11.11%2026-06-302026-08-03

INTU Call CallINTUIT1.3K sharesnew addition2026-06-302026-08-03

AMD Call CallADVANCED MICRO DEVICES INC500 shares-28.57%2026-06-302026-08-03

UNITEDHEALTH GROUP INC Call CallUNITEDHEALTH GROUP INC500 shares-28.57%2026-06-302026-08-03

FORM Call CallFORMFACTOR INC1.2K sharesnew addition2026-06-302026-08-03

LODE Call CallCOMSTOCK INC35.0K shares-9.56%2026-06-302026-08-03

GOOG Call CallALPHABET INC400 sharesnew addition2026-06-302026-08-03

MSFT Call CallMICROSOFT CORP200 sharesnew addition2026-06-302026-08-03

CRM Call CallSALESFORCE INC200 sharesnew addition2026-06-302026-08-03

PINS Call CallPINTEREST INC1.2K sharesnew addition2026-06-302026-08-03

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-06-302026-08-03

CBRL Call CallCRACKER BARREL OLD CTRY STOR300 shares-98.89%2026-06-302026-08-03

RGTI Call CallRIGETTI COMPUTING INC100 sharesnew addition2026-06-302026-08-03

ARCHER AVIATION INC Call CallARCHER AVIATION INC200 shares0.00%2026-06-302026-08-03

MU Call

MICRON TECHNOLOGY INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

66.67%

Shares6.0K

Event2026-06-30

Filed2026-08-03

SMH Call

VANECK ETF TRUST

New

Shares6.5K

Event2026-06-30

Filed2026-08-03

EEFT Call

EURONET WORLDWIDE INC

15.32%

Shares25.6K

Event2026-06-30

Filed2026-08-03

ASTS Call

AST SPACEMOBILE INC

0.50%

Shares20.1K

Event2026-06-30

Filed2026-08-03

PAYC Call

PAYCOM SOFTWARE INC

25.74%

Shares12.7K

Event2026-06-30

Filed2026-08-03

PYPL Call

PAYPAL HLDGS INC

21.19%

Shares36.6K

Event2026-06-30

Filed2026-08-03

BRBR Call

BELLRING BRANDS INC

New

Shares99.0K

Event2026-06-30

Filed2026-08-03

FI Call

FISERV INC

18.40%

Shares14.8K

Event2026-06-30

Filed2026-08-03

VOD Call

VODAFONE GROUP PLC

0.00%

Shares50.0K

Event2026-06-30

Filed2026-08-03

QS Call

QUANTUMSCAPE CORP

0.00%

Shares70.0K

Event2026-06-30

Filed2026-08-03

ADOBE INC Call

ADOBE INC

11.11%

Shares2.0K

Event2026-06-30

Filed2026-08-03

INTU Call

INTUIT

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

AMD Call

ADVANCED MICRO DEVICES INC

-28.57%

Shares500

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC Call

UNITEDHEALTH GROUP INC

-28.57%

Shares500

Event2026-06-30

Filed2026-08-03

FORM Call

FORMFACTOR INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

LODE Call

COMSTOCK INC

-9.56%

Shares35.0K

Event2026-06-30

Filed2026-08-03

GOOG Call

ALPHABET INC

New

Shares400

Event2026-06-30

Filed2026-08-03

MSFT Call

MICROSOFT CORP

New

Shares200

Event2026-06-30

Filed2026-08-03

CRM Call

SALESFORCE INC

New

Shares200

Event2026-06-30

Filed2026-08-03

PINS Call

PINTEREST INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-06-30

Filed2026-08-03

CBRL Call

CRACKER BARREL OLD CTRY STOR

-98.89%

Shares300

Event2026-06-30

Filed2026-08-03

RGTI Call

RIGETTI COMPUTING INC

New

Shares100

Event2026-06-30

Filed2026-08-03

ARCHER AVIATION INC Call

ARCHER AVIATION INC

0.00%

Shares200

Event2026-06-30

Filed2026-08-03

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T9.6K shares43.28%2026-06-302026-08-03

SPOTIFY TECHNOLOGY S A Put PutSPOTIFY TECHNOLOGY S A2.1K shares40.00%2026-06-302026-08-03

LLY Put PutELI LILLY & CO500 sharesnew addition2026-06-302026-08-03

SHOP Put PutSHOPIFY INC700 sharesnew addition2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

43.28%

Shares9.6K

Event2026-06-30

Filed2026-08-03

SPOTIFY TECHNOLOGY S A Put

SPOTIFY TECHNOLOGY S A

40.00%

Shares2.1K

Event2026-06-30

Filed2026-08-03

LLY Put

ELI LILLY & CO

New

Shares500

Event2026-06-30

Filed2026-08-03

SHOP Put

SHOPIFY INC

New

Shares700

Event2026-06-30

Filed2026-08-03