The Analysis of Zhang Financial LLC's Holdings
Currently, Zhang Financial LLC holds 339 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in BIV (+383.7K shares, valued at $29.9M), AGG (+166.7K shares, valued at $16.6M), VCRB (+201.1K shares, valued at $15.7M); decreased their positions in PH (-2.6K shares, valued at $2.3M), AMAT (-8.8K shares, valued at $2.3M), VBR (-9.3K shares, valued at $2.0M); initiated new positions in VGUS (+21.4K shares, valued at $1.6M), ETHA (+49.8K shares, valued at $1.1M), ONEQ (+7.2K shares, valued at $661.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VANGUARD S&P VANGUARD S&P310.9K shares2.54%2025-12-312026-02-10
VTI VANGUARD INDEX FDS547.9K shares-0.38%2025-12-312026-02-10 DFUS DIMENSIONAL US2.4M shares0.60%2025-12-312026-02-10 ITOT ISHARES CORE1.1M shares8.45%2025-12-312026-02-10 VXUS VANGUARD STAR FDS1.9M shares8.03%2025-12-312026-02-10 DFAC DIMENSIONAL US3.3M shares0.94%2025-12-312026-02-10 BIV VANGUARD INTERMEDIATE1.5M shares33.76%2025-12-312026-02-10 VT VANGUARD INTL EQUITY INDEX F717.0K shares0.61%2025-12-312026-02-10 DFAI DIMENSIONAL ETF TRUST1.8M shares2.20%2025-12-312026-02-10 AAPL APPLE INC216.7K shares5.73%2025-12-312026-02-10 BND VANGUARD TOTAL691.6K shares9.47%2025-12-312026-02-10 VBR VANGUARD SMALL226.9K shares-3.95%2025-12-312026-02-10 AGG ISHARES CORE455.8K shares57.65%2025-12-312026-02-10 VYM VANGUARD HIGH314.0K shares-0.93%2025-12-312026-02-10 BKLC BNY MELLON312.3K shares1.26%2025-12-312026-02-10 SYK STRYKER CORP110.3K shares-3.19%2025-12-312026-02-10 ISHARES GOLD ISHARES GOLD473.4K shares-0.46%2025-12-312026-02-10 AVDE AVANTIS INTL402.2K shares18.20%2025-12-312026-02-10 MSFT MICROSOFT CORP67.9K shares7.91%2025-12-312026-02-10 DFAU DIMENSIONAL US673.6K shares2.69%2025-12-312026-02-10 VCSH VANGUARD SHORT382.6K shares9.00%2025-12-312026-02-10 NVDA NVIDIA CORP145.4K shares1.63%2025-12-312026-02-10 VO VANGUARD MID92.4K shares5.49%2025-12-312026-02-10 VUG VANGUARD GROWTH50.8K shares44.14%2025-12-312026-02-10 AVUS AVANTIS U S213.0K shares38.55%2025-12-312026-02-10 SPTM SPDR PORTFOLIO263.7K shares-1.23%2025-12-312026-02-10 VOOV VANGUARD S&P103.4K shares-2.33%2025-12-312026-02-10 DFSV DIMENSIONAL US635.3K shares1.02%2025-12-312026-02-10 MGK VANGUARD MEGA49.3K shares3.12%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED INTL FD314.5K shares3.70%2025-12-312026-02-10 ALPHABET INC ALPHABET INC59.5K shares-0.78%2025-12-312026-02-10 VCRB VANGUARD MALVERN FDS238.9K shares532.77%2025-12-312026-02-10 IWN ISHARES RUSSELL100.0K shares-2.31%2025-12-312026-02-10 IVV ISHARES CORE25.7K shares-3.29%2025-12-312026-02-10 SCHB SCHWAB STRATEGIC TR648.4K shares-0.37%2025-12-312026-02-10 AVUV AVANTIS U S164.1K shares19.15%2025-12-312026-02-10 AMZN AMAZON COM70.6K shares4.32%2025-12-312026-02-10 IBIT ISHARES BITCOIN TR327.2K shares5.80%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR21.0K shares18.69%2025-12-312026-02-10 SCHF SCHWAB INTL518.5K shares1.17%2025-12-312026-02-10 VTV VANGUARD VALUE64.8K shares-0.71%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX F228.0K shares1.36%2025-12-312026-02-10 META FACEBOOK INC17.3K shares16.26%2025-12-312026-02-10 SPMD SPDR PORTFOLIO176.3K shares1.84%2025-12-312026-02-10 MU MICRON TECHNOLOGY INC33.9K shares-8.30%2025-12-312026-02-10 GLDM WORLD GOLD98.1K shares-6.15%2025-12-312026-02-10 EMXC ISHARES MSCI113.7K shares0.70%2025-12-312026-02-10 BROADCOM INC BROADCOM INC23.6K shares8.33%2025-12-312026-02-10 SUB ISHARES SHORT74.2K shares3.53%2025-12-312026-02-10 DFAT DIMENSIONAL US131.8K shares503.48%2025-12-312026-02-10 JPM JPMORGAN CHASE21.2K shares5.98%2025-12-312026-02-10 ABBV ABBVIE INC29.3K shares4.97%2025-12-312026-02-10 SPAB SPDR PORTFOLIO251.6K shares-3.10%2025-12-312026-02-10 AMGN AMGEN INC19.3K shares11.03%2025-12-312026-02-10 DFAS DIMENSIONAL ETF TRUST88.7K shares-0.07%2025-12-312026-02-10 SGOV ISHARES TR60.9K shares631.75%2025-12-312026-02-10 BRK.A BERKSHIRE HATHAWAY8 shares166.67%2025-12-312026-02-10 IBM INTL BUSINESS20.4K shares1.77%2025-12-312026-02-10 CAT CATERPILLAR INC10.5K shares-0.86%2025-12-312026-02-10 MGC VANGUARD MEGA23.8K shares-2.86%2025-12-312026-02-10 IXUS ISHARES CORE70.2K shares0.09%2025-12-312026-02-10 INVESCO QQQ INVESCO QQQ9.7K shares-0.26%2025-12-312026-02-10 VONE VANGUARD RUSSELL19.0K shares0.33%2025-12-312026-02-10 VONG VANGUARD RUSSELL47.6K shares22.90%2025-12-312026-02-10 MUB ISHARES NATIONAL53.7K shares22.64%2025-12-312026-02-10 CSCO CISCO SYSTEMS72.6K shares7.00%2025-12-312026-02-10 TSLA TESLA INC12.2K shares0.22%2025-12-312026-02-10 KLAC KLA CORP4.4K shares-3.32%2025-12-312026-02-10 GS GOLDMAN SACHS5.9K shares3.51%2025-12-312026-02-10 EFV ISHARES MSCI70.3K shares0.43%2025-12-312026-02-10 ALPHABET INC ALPHABET INC15.5K shares1.36%2025-12-312026-02-10 VGT VANGUARD INFORMATION6.4K shares1.23%2025-12-312026-02-10 VYMI VANGUARD INTERNATIONAL50.1K shares0.08%2025-12-312026-02-10 VONV VANGUARD RUSSELL48.3K shares27.18%2025-12-312026-02-10 VIG VANGUARD SPECIALIZED FUNDS20.0K shares-1.64%2025-12-312026-02-10 ICSH BLACKROCK ULTRA85.9K shares13.69%2025-12-312026-02-10 XOM EXXON MOBIL35.6K shares11.94%2025-12-312026-02-10 VOOG VANGUARD S&P9.6K shares17.89%2025-12-312026-02-10 WMT WALMART INC36.7K shares15.78%2025-12-312026-02-10 PG PROCTER & GAMBLE27.4K shares-0.57%2025-12-312026-02-10 IWV ISHARES RUSSELL10.1K shares-0.50%2025-12-312026-02-10 VV VANGUARD LARGE12.1K shares0.07%2025-12-312026-02-10 VNQ VANGUARD REAL42.2K shares-10.38%2025-12-312026-02-10 MEDTRONIC PLC MEDTRONIC PLC35.4K shares10.74%2025-12-312026-02-10 BKIE BNY MELLON36.5K shares5.01%2025-12-312026-02-10 AIT APPLIED INDUSTRIAL TECH12.8K shares0.00%2025-12-312026-02-10 SPTS SPDR PORTFOLIO111.8K shares12.75%2025-12-312026-02-10 DFUV DIMENSIONAL US70.0K shares0.92%2025-12-312026-02-10 XLF SECTOR FINANCIAL57.3K shares11.67%2025-12-312026-02-10 SCHZ SCHWAB AGGREGATE127.5K shares19.31%2025-12-312026-02-10 SCHM SCHWAB US95.9K shares0.95%2025-12-312026-02-10 PEP PEPSICO INC19.9K shares0.82%2025-12-312026-02-10 LLY ELI LILLY2.7K shares2.03%2025-12-312026-02-10 SCHX SCHWAB US105.9K shares4.13%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON13.5K shares8.47%2025-12-312026-02-10 BKNG BOOKING HOLDINGS510 shares15.12%2025-12-312026-02-10 CRM SALESFORCE.COM INC10.2K shares-14.64%2025-12-312026-02-10 AMP AMERIPRISE FINANCIAL5.5K shares18.38%2025-12-312026-02-10 DVY ISHARES SELECT18.5K shares-2.59%2025-12-312026-02-10 GKOS GLAUKOS CORP23.0K shares5.74%2025-12-312026-02-10 QQQM INVESCO NASDAQ9.8K shares4.36%2025-12-312026-02-10 VB VANGUARD SMALL9.5K shares1.55%2025-12-312026-02-10 HON HONEYWELL INTL12.5K shares0.00%2025-12-312026-02-10 QCOM QUALCOMM INC14.2K shares117.72%2025-12-312026-02-10 IWB ISHARES RUSSELL6.4K shares1.41%2025-12-312026-02-10 HFFG HF FOODS1.1M shares0.00%2025-12-312026-02-10 UBER UBER TECHNOLOGIES27.0K shares20.72%2025-12-312026-02-10 LMT LOCKHEED MARTIN4.5K shares9.29%2025-12-312026-02-10 SPDW SPDR PORTFOLIO49.0K shares-0.97%2025-12-312026-02-10 XLK SECTOR TECHNOLOGY15.1K shares114.67%2025-12-312026-02-10 VOE VANGUARD MID12.2K shares5.06%2025-12-312026-02-10 VXF VANGUARD EXTENDED10.3K shares1.84%2025-12-312026-02-10 V VISA INC6.2K shares-4.91%2025-12-312026-02-10 MGV VANGUARD MEGA15.2K shares-0.52%2025-12-312026-02-10 DFAE DIMENSIONAL EMERGING64.9K shares-1.19%2025-12-312026-02-10 IJR ISHARES CORE17.4K shares3.09%2025-12-312026-02-10 VGSH VANGUARD SHORT35.5K shares7.67%2025-12-312026-02-10 KKR & CO KKR & CO16.2K shares1.62%2025-12-312026-02-10 VUSB VANGUARD BD INDEX FDS41.4K shares130.33%2025-12-312026-02-10 TIP ISHARES TIPS18.8K shares10.94%2025-12-312026-02-10 DFIV DIMENSIONAL INTL40.8K shares2.21%2025-12-312026-02-10 ZTS ZOETIS INC15.8K shares-6.69%2025-12-312026-02-10 HD HOME DEPOT5.7K shares2.66%2025-12-312026-02-10 IJH ISHARES CORE29.4K shares2.88%2025-12-312026-02-10 IWF ISHARES RUSSELL4.1K shares12.79%2025-12-312026-02-10 IWR ISHARES RUSSELL19.5K shares0.05%2025-12-312026-02-10 EATON CORP EATON CORP5.9K shares22.51%2025-12-312026-02-10 IVW ISHARES S&P15.1K shares-3.81%2025-12-312026-02-10 SLV ISHARES SILVER28.4K shares-4.23%2025-12-312026-02-10 LOW LOWES COMPANIES7.5K shares0.31%2025-12-312026-02-10 VSS VANGUARD FTSE12.6K shares-0.62%2025-12-312026-02-10 PM PHILIP MORRIS11.2K shares0.15%2025-12-312026-02-10 ADBE ADOBE INC5.0K shares22.56%2025-12-312026-02-10 MELI MERCADOLIBRE INC862 shares19.06%2025-12-312026-02-10 MCK MCKESSON CORP2.0K shares-28.98%2025-12-312026-02-10 DFLV DIMENSIONAL US48.2K shares-14.03%2025-12-312026-02-10 VTEB VANGUARD MUNICIPAL32.5K shares174.68%2025-12-312026-02-10 IJS ISHARES S&P14.3K shares0.06%2025-12-312026-02-10 VGUS VANGUARD INSTL INDEX FD21.4K sharesnew addition2025-12-312026-02-10 AMAT APPLIED MATERIALS6.2K shares-58.72%2025-12-312026-02-10 EFA ISHARES MSCI16.4K shares1.22%2025-12-312026-02-10 MDY SPDR S&P2.6K shares5.71%2025-12-312026-02-10 NEM NEWMONT CORP15.6K shares253.30%2025-12-312026-02-10 DFAX DIMENSIONAL WORLD47.3K shares27.58%2025-12-312026-02-10 PH PARKER-HANNIFIN CORP1.7K shares-60.74%2025-12-312026-02-10 LCII LCI INDS11.8K shares0.00%2025-12-312026-02-10 COST COSTCO WHOLESALE1.7K shares8.25%2025-12-312026-02-10 CG CARLYLE GROUP23.8K shares-0.05%2025-12-312026-02-10 KAI KADANT INC4.9K shares-3.24%2025-12-312026-02-10 SPIB SPDR PORTFOLIO41.1K shares3.14%2025-12-312026-02-10 SPSB SPDR PORTFOLIO45.6K shares7.28%2025-12-312026-02-10 INTU INTUIT INC2.0K shares0.88%2025-12-312026-02-10 IYW ISHARES TECHNOLOGY6.5K shares0.00%2025-12-312026-02-10 BKMC BNY MELLON11.4K shares-4.87%2025-12-312026-02-10 BKAG BNY MELLON29.1K shares-0.00%2025-12-312026-02-10 SDY SPDR SERIES8.7K shares-38.24%2025-12-312026-02-10 MS MORGAN STANLEY6.7K shares0.57%2025-12-312026-02-10 MO ALTRIA GROUP20.4K shares11.49%2025-12-312026-02-10 LINDE PLC LINDE PLC2.8K shares0.00%2025-12-312026-02-10 SHOP SHOPIFY INC7.0K shares-1.65%2025-12-312026-02-10 MCD MCDONALDS CORP3.7K shares0.11%2025-12-312026-02-10 ORCL ORACLE CORP5.8K shares0.93%2025-12-312026-02-10 ETHA ISHARES ETHEREUM TR49.8K sharesnew addition2025-12-312026-02-10 IVE ISHARES S&P5.2K shares-11.83%2025-12-312026-02-10 MA MASTERCARD INC1.9K shares-11.01%2025-12-312026-02-10 SMH VANECK VECTORS3.0K shares12.02%2025-12-312026-02-10 DIA SPDR DOW2.2K shares0.00%2025-12-312026-02-10 GLTR ABRDN PRECIOUS METALS BASKET5.1K shares0.00%2025-12-312026-02-10 IVOO VANGUARD S&P9.4K shares0.05%2025-12-312026-02-10 BAC BANK AMERICA19.0K shares0.00%2025-12-312026-02-10 F FORD MOTOR78.8K shares-52.87%2025-12-312026-02-10 IMAX IMAX CORP27.6K shares0.00%2025-12-312026-02-10 CVX CHEVRON CORP6.6K shares-4.62%2025-12-312026-02-10 NEE NEXTERA ENERGY12.3K shares0.00%2025-12-312026-02-10 VIS VANGUARD INDUSTRIALS3.2K shares0.00%2025-12-312026-02-10 RTX RAYTHEON TECHNOLOGIES5.2K shares12.38%2025-12-312026-02-10 SHY ISHARES 1-3YR11.4K shares34.23%2025-12-312026-02-10 VEU VANGUARD FTSE12.7K shares0.10%2025-12-312026-02-10 IWD ISHARES RUSSELL4.2K shares4.02%2025-12-312026-02-10 SCHD SCHWAB US32.2K shares-42.27%2025-12-312026-02-10 JMUB J P MORGAN EXCHANGE TRADED F17.2K shares6.59%2025-12-312026-02-10 DGRO ISHARES CORE12.5K shares0.22%2025-12-312026-02-10 MDLZ MONDELEZ INTERNATIONAL15.8K shares-0.47%2025-12-312026-02-10 SKY SKYLINE CHAMPION CORPORATION10.0K shares0.00%2025-12-312026-02-10 NUE NUCOR CORP5.1K shares-0.70%2025-12-312026-02-10 BSV VANGUARD SHORT10.5K shares59.84%2025-12-312026-02-10 KO COCA COLA CO11.2K shares-2.78%2025-12-312026-02-10 BCPC BALCHEM CORP5.0K shares0.00%2025-12-312026-02-10 NFLX NETFLIX INC8.0K shares735.94%2025-12-312026-02-10 ABT ABBOTT LABORATORIES5.9K shares0.02%2025-12-312026-02-10 COF CAPITAL ONE3.0K shares1.67%2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES4.2K shares8.79%2025-12-312026-02-10 ARES ARES MANAGEMENT4.5K shares48.22%2025-12-312026-02-10 FTNT FORTINET INC8.6K shares-0.13%2025-12-312026-02-10 CTVA CORTEVA INC10.1K shares0.01%2025-12-312026-02-10 ONEQ FIDELITY COMWLTH TR7.2K sharesnew addition2025-12-312026-02-10 PRU PRUDENTIAL FINANCIAL5.6K shares0.66%2025-12-312026-02-10 SCHA SCHWAB US22.2K shares1.65%2025-12-312026-02-10 MUNI PIMCO ETF TR12.0K sharesnew addition2025-12-312026-02-10 TJX TJX COS4.0K shares78.77%2025-12-312026-02-10 AVSC AMERICAN CENTURY10.2K shares17.53%2025-12-312026-02-10 QUAL ISHARES MSCI3.0K shares33.44%2025-12-312026-02-10 TSM TAIWAN SEMICONDUCTOR1.9K shares16.69%2025-12-312026-02-10 DFNM DIMENSIONAL ETF TRUST12.0K sharesnew addition2025-12-312026-02-10 DUHP DIMENSIONAL ETF TRUST14.7K shares64.52%2025-12-312026-02-10 SCHG SCHWAB US17.1K shares0.09%2025-12-312026-02-10 SPEM SPDR PORTFOLIO11.9K shares-7.55%2025-12-312026-02-10 ITW ILLINOIS TOOL2.2K shares0.04%2025-12-312026-02-10 IWS ISHARES RUSS3.9K shares0.05%2025-12-312026-02-10 SHW SHERWIN WILLIAMS1.7K shares-0.71%2025-12-312026-02-10 VHT VANGUARD HEALTH1.9K shares0.05%2025-12-312026-02-10 SCHV SCHWAB US17.9K shares0.45%2025-12-312026-02-10 IEFA ISHARES CORE5.7K shares7.14%2025-12-312026-02-10 RSPT INVESCO S&P10.9K shares0.00%2025-12-312026-02-10 ESGV VANGUARD ESG4.1K shares0.00%2025-12-312026-02-10 AVLV AMERICAN CENTY ETF TR6.5K shares2.07%2025-12-312026-02-10 ALL ALLSTATE CORP2.3K shares0.00%2025-12-312026-02-10 GLD SPDR GOLD1.2K shares-0.33%2025-12-312026-02-10 CMI CUMMINS INC920 shares0.00%2025-12-312026-02-10 HSY HERSHEY CO2.5K shares0.00%2025-12-312026-02-10 INVESCO S&P INVESCO S&P2.4K shares2.06%2025-12-312026-02-10 TXN TEXAS INSTRUMENTS2.6K shares-4.77%2025-12-312026-02-10 CVCO CAVCO INDS INC DEL738 shares0.00%2025-12-312026-02-10 IEF ISHARES 7-10YR4.5K sharesnew addition2025-12-312026-02-10 PFE PFIZER INC17.2K shares-0.39%2025-12-312026-02-10 IUSV ISHARES CORE4.1K sharesnew addition2025-12-312026-02-10 MET METLIFE INC5.4K shares0.02%2025-12-312026-02-10 WEC ENERGY WEC ENERGY4.0K shares0.00%2025-12-312026-02-10 STT STATE STREET3.2K shares0.00%2025-12-312026-02-10 AVIV AMERICAN CENTY ETF TR5.7K shares0.00%2025-12-312026-02-10 T AT&T INC16.2K shares-6.87%2025-12-312026-02-10 DCOR DIMENSIONAL ETF TRUST5.5K shares0.00%2025-12-312026-02-10 DHR DANAHER CORP1.7K shares0.00%2025-12-312026-02-10 BA BOEING CO1.8K shares20.45%2025-12-312026-02-10 VCIT VANGUARD INTERMEDIATE4.6K shares0.00%2025-12-312026-02-10 EMR EMERSON ELECTRIC2.9K shares2.70%2025-12-312026-02-10 SCHP SCHWAB US14.2K shares1.02%2025-12-312026-02-10 IJJ ISHARES S&P2.8K shares4.78%2025-12-312026-02-10 VPL VANGUARD FTSE4.1K shares1.47%2025-12-312026-02-10 KMB KIMBERLY CLARK3.6K shares-10.65%2025-12-312026-02-10 EFIV SPDR SERIES5.5K shares0.04%2025-12-312026-02-10 WPM WHEATON PRECIOUS METALS CORP3.1K shares0.00%2025-12-312026-02-10 VGIT VANGUARD INTERMEDIATE6.0K shares59.21%2025-12-312026-02-10 EEM ISHARES MSCI6.3K sharesnew addition2025-12-312026-02-10 BNDX VANGUARD TOTAL7.1K shares15.38%2025-12-312026-02-10 VSGX VANGUARD ESG4.8K shares0.00%2025-12-312026-02-10 MTUM ISHARES MSCI1.4K shares35.70%2025-12-312026-02-10 UBS UBS GROUP7.3K shares0.00%2025-12-312026-02-10 CITIGROUP INC CITIGROUP INC2.9K sharesnew addition2025-12-312026-02-10 GEV GE VERNOVA506 shares4.76%2025-12-312026-02-10 DE DEERE & CO710 sharesnew addition2025-12-312026-02-10 RLJ-PA RLJ LODGING13.2K shares1.95%2025-12-312026-02-10 WM WASTE MANAGEMENT1.5K shares-1.46%2025-12-312026-02-10 ORLY O REILLY AUTOMOTIVE3.5K shares5.10%2025-12-312026-02-10 MKL MARKEL GROUP INC149 shares31.86%2025-12-312026-02-10 SPYM SPDR PORTFOLIO4.0K sharesnew addition2025-12-312026-02-10 CHCO CITY HOLDING COMPANY2.7K shares-6.81%2025-12-312026-02-10 AMD ADVANCED MICRO1.5K sharesnew addition2025-12-312026-02-10 TEVA TEVA PHARMACEUTICAL10.0K shares-40.12%2025-12-312026-02-10 VOT VANGUARD MID1.1K shares0.09%2025-12-312026-02-10 COKE COCA-COLA CONSOLIDATED2.0K shares0.00%2025-12-312026-02-10 VMBS VANGUARD MORTGAGE6.5K sharesnew addition2025-12-312026-02-10 BMY BRISTOL MYERS5.7K shares-5.26%2025-12-312026-02-10 TLT ISHARES TR3.5K sharesnew addition2025-12-312026-02-10 CEG CONSTELLATION ENERGY853 shares4.15%2025-12-312026-02-10 TMO THERMO FISHER514 shares17.08%2025-12-312026-02-10 VTRS VIATRIS INC23.9K shares0.98%2025-12-312026-02-10 EVTR MORGAN STANLEY ETF TRUST5.8K sharesnew addition2025-12-312026-02-10 INSP INSPIRE MED SYS INC3.2K sharesnew addition2025-12-312026-02-10 FNDX SCHWAB FUNDAMENTAL10.8K shares17.50%2025-12-312026-02-10 DTE DTE ENERGY2.3K shares0.44%2025-12-312026-02-10 VLO VALERO ENERGY1.8K shares-6.12%2025-12-312026-02-10 EQWL INVESCO EXCHANGE TRADED FD T2.4K sharesnew addition2025-12-312026-02-10 BK BANK NEW YORK2.4K sharesnew addition2025-12-312026-02-10 VFH VANGUARD FINANCIALS2.1K shares0.00%2025-12-312026-02-10 IYC ISHARES TR2.7K shares0.00%2025-12-312026-02-10 LQD ISHARES IBOXX2.5K sharesnew addition2025-12-312026-02-10 SO SOUTHERN COMPANY3.2K shares0.00%2025-12-312026-02-10 GIS GENERAL MILLS5.9K shares2.93%2025-12-312026-02-10 NSC NORFOLK SOUTHERN934 shares0.00%2025-12-312026-02-10 HYBB ISHARES BB5.6K shares-13.17%2025-12-312026-02-10 APOG APOGEE ENTERPRISES7.2K shares-13.85%2025-12-312026-02-10 CMA COMERICA INC3.0K sharesnew addition2025-12-312026-02-10 GBTC GRAYSCALE BITCOIN TR BTC3.8K shares0.00%2025-12-312026-02-10 AVEM AMERICAN CENTURY3.4K shares0.00%2025-12-312026-02-10 DOV DOVER CORP1.3K sharesnew addition2025-12-312026-02-10 VTWG VANGUARD RUSSELL1.1K shares0.00%2025-12-312026-02-10 WOR WORTHINGTON INDUSTRIES5.0K shares0.00%2025-12-312026-02-10 HOMZ ETF SER SOLUTIONS5.7K shares0.76%2025-12-312026-02-10 MEAR ISHARES U S ETF TR5.0K shares0.00%2025-12-312026-02-10 DIS WALT DISNEY2.2K shares0.14%2025-12-312026-02-10 IEMG ISHARES CORE3.7K shares3.67%2025-12-312026-02-10 MTRN MATERION CORP2.0K shares0.00%2025-12-312026-02-10 SCHE SCHWAB EMERGING7.6K shares1.30%2025-12-312026-02-10 IYJ ISHARES TR1.7K shares0.00%2025-12-312026-02-10 MPLX MPLX4.5K shares0.00%2025-12-312026-02-10 SNY SANOFI5.0K shares-0.60%2025-12-312026-02-10 SBUX STARBUCKS CORP2.9K shares0.03%2025-12-312026-02-10 IXN ISHARES TR2.3K shares-4.20%2025-12-312026-02-10 EMB ISHARES JPMORGAN2.5K sharesnew addition2025-12-312026-02-10 CWB SPDR SERIES TRUST2.6K sharesnew addition2025-12-312026-02-10 FRME FIRST MERCHANTS6.3K shares0.00%2025-12-312026-02-10 WFC WELLS FARGO2.5K shares0.04%2025-12-312026-02-10 HYG ISHARES IBOXX2.9K sharesnew addition2025-12-312026-02-10 KR KROGER CO3.6K shares1.03%2025-12-312026-02-10 DGX QUEST DIAGNOSTICS1.3K shares2.43%2025-12-312026-02-10 TSN TYSON FOODS3.8K shares3.03%2025-12-312026-02-10 SUSA ISHARES MSCI1.6K shares-6.42%2025-12-312026-02-10 USB U S BANCORP DE4.1K sharesnew addition2025-12-312026-02-10 RSPH INVESCO S&P6.9K shares0.00%2025-12-312026-02-10 DFEM DIMENSIONAL EMERGING6.6K shares0.42%2025-12-312026-02-10 DIHP DIMENSIONAL ETF TRUST6.9K sharesnew addition2025-12-312026-02-10 MPC MARATHON PETROLEUM1.3K shares0.08%2025-12-312026-02-10 SOXX ISHARES SEMICONDUCTOR704 sharesnew addition2025-12-312026-02-10 SCHC SCHWAB INTL4.6K shares0.00%2025-12-312026-02-10 GWW GRAINGER W W209 shares-1.42%2025-12-312026-02-10 SPTI SPDR SERIES TRUST7.3K shares0.00%2025-12-312026-02-10 VTWO VANGUARD RUSSELL2.1K shares0.05%2025-12-312026-02-10 ISTB ISHARES TR4.3K shares0.28%2025-12-312026-02-10 GILD GILEAD SCIENCES1.7K sharesnew addition2025-12-312026-02-10 EAGG ISHARES ESG4.2K shares0.00%2025-12-312026-02-10 IUSG ISHARES S&P1.2K sharesnew addition2025-12-312026-02-10 DLS WISDOMTREE INTL2.5K sharesnew addition2025-12-312026-02-10 TIZIANA LIFE TIZIANA LIFE99.9K shares18.65%2025-12-312026-02-10 CMPS COMPASS PATHWAYS19.0K shares0.00%2025-12-312026-02-10 HIVE HIVE DIGITAL TECHNOLOGIES LT22.7K shares0.00%2025-12-312026-02-10 GGB GERDAU SA11.7K shares0.00%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available