Hồ sơ lưu nhà quản lý

Assetmark, Inc

Concord, CA · CIK 1344551 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$58.17BGiá trị 13F được báo cáo

3,558Vị thế

27.9%Tỷ trọng top 10

73.50Danh mục nắm giữ hiệu lực

3.3%Doanh thu ước tính

+209Mới

−115Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 68.6% (+0.4pp)

Công nghệ 12.0% (+1.4pp)

Dịch vụ Truyền thông 4.8% (-0.7pp)

Chăm sóc sức khỏe 3.5% (-0.2pp)

Hàng tiêu dùng chu kỳ 2.9% (-0.3pp)

Công nghiệp 2.2% (+0.0pp)

Hàng tiêu dùng thiết yếu 1.9% (-0.3pp)

Vật liệu Cơ bản 1.3% (-0.1pp)

Năng lượng 1.2% (+0.0pp)

Tiện ích 1.0% (-0.3pp)

Bất động sản 0.5% (-0.1pp)

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	MGK Vanguard Morningstar Mega…	6.4%	$3.73B	42.39M	-0.1% ✂	▼ Trim	3+
2	VOO Vanguard S&P 500 ETF	4.8%	$2.77B	4.04M	+8.5%	▲ Add	3+
3	MGV Vanguard Morningstar Mega…	4.5%	$2.59B	15.84M	+1.6%	▲ Add	3+
4	NVDA NVIDIA Corporation	2.1%	$1.23B	6.16M	+5.2%	▲ Add	3+
5	VBR Vanguard Morningstar…	2.0%	$1.18B	4.87M	+19.5%	▲ Add	3+
6	MINT PIMCO Enhanced Short…	1.8%	$1.05B	10.40M	+7.7%	▲ Add	3+
7	GOOGL Alphabet Inc.	1.7%	$976.70M	2.73M	+5.2%	▲ Add	3+
8	IEFA iShares Core MSCI EAFE ETF	1.6%	$922.78M	9.55M	+8.8%	▲ Add	3+
9	AAPL Apple Inc.	1.5%	$893.64M	3.09M	+3.5%	▲ Add	3+
10	VOE Vanguard Morningstar…	1.5%	$874.74M	4.43M	+2.2%	▲ Add	3+
11	IEMG iShares Core MSCI Emerging…	1.4%	$789.58M	9.53M	+2.5%	▲ Add	3+
12	MSFT Microsoft Corporation	1.3%	$782.26M	2.10M	+3.6%	▲ Add	3+
13	VOT Vanguard Morningstar…	1.1%	$658.65M	2.15M	+0.4%	▲ Add	3+
14	GOVT iShares U.S. Treasury Bond…	1.1%	$624.72M	27.42M	+4.8%	▲ Add	3+
15	JNK State Street SPDR Bloomberg…	1.0%	$601.14M	6.24M	+6.2%	▲ Add	3+
16	VBK Vanguard Morningstar…	1.0%	$588.17M	1.61M	-0.1%	▼ Trim	3+
17	AVGO Broadcom Inc.	1.0%	$587.54M	1.56M	-3.3%	▼ Trim	3+
18	SHYG iShares 0-5 Year High Yield…	1.0%	$562.64M	13.27M	+5.4%	▲ Add	3+
19	IVV iShares Core S&P 500 ETF	1.0%	$561.86M	750.26K	+42.2%	▲ Add	3+
20	META Meta Platforms, Inc.	1.0%	$553.05M	981.82K	+3.5%	▲ Add	3+
21	HYG iShares iBoxx $ High Yield…	0.9%	$552.50M	6.91M	-0.5%	▼ Trim	3+
22	BND Vanguard Total Bond Market…	0.9%	$532.30M	7.25M	+46.4%	▲ Add	3+
23	USIG iShares Broad USD…	0.9%	$528.20M	10.30M	+1.2%	▲ Add	3+
24	SPTM State Street SPDR Portfolio…	0.9%	$500.07M	5.51M	+1.3%	▲ Add	3+
25	VTI Vanguard Morningstar Total…	0.8%	$481.78M	1.30M	+25.9%	▲ Add	3+
26	AMZN Amazon.com, Inc.	0.8%	$474.83M	1.99M	+8.8%	▲ Add	3+
27	IEI iShares 3-7 Year Treasury…	0.8%	$462.74M	3.94M	+17.5%	▲ Add	3+
28	VTV Vanguard Morningstar Value…	0.7%	$434.40M	1.99M	+41.6%	▲ Add	3+
29	BIL State Street SPDR Bloomberg…	0.7%	$421.57M	4.60M	-19.4%	▼ Trim	3+
30	IGIB iShares 5-10 Year…	0.7%	$419.32M	7.89M	-1.4%	▼ Trim	3+
31	VMBS Vanguard Mortgage-Backed…	0.7%	$412.14M	8.80M	-0.6%	▼ Trim	3+
32	VEA Vanguard FTSE Developed…	0.7%	$409.52M	5.75M	+8.4%	▲ Add	3+
33	MU Micron Technology, Inc.	0.7%	$400.78M	347.21K	-7.1%	▼ Trim	3+
34	MTUM iShares MSCI USA Momentum…	0.7%	$391.03M	1.14M	-2.9%	▼ Trim	3+
35	SHY iShares 1-3 Year Treasury…	0.6%	$375.89M	4.58M	+44.2%	▲ Add	3+
36	BNDX Vanguard Total…	0.6%	$363.28M	7.50M	+17.4%	▲ Add	3+
37	MUB iShares National Muni Bond…	0.6%	$360.81M	3.35M	+4.9%	▲ Add	3+
38	KLAC KLA Corporation	0.6%	$349.10M	1.16M	-1.3% ✂	▼ Trim	3+
39	UTHR United Therapeutics…	0.6%	$338.14M	624.07K	+1.3%	▲ Add	3+
40	SYF Synchrony Financial	0.6%	$334.83M	4.40M	+1.5%	▲ Add	3+
41	VXF Vanguard Extended Market ETF	0.6%	$325.34M	1.32M	+3.0%	▲ Add	3+
42	VUG Vanguard Morningstar Growth…	0.5%	$301.43M	3.50M	-1.8% ✂	▼ Trim	3+
43	TSM Taiwan Semiconductor…	0.5%	$285.13M	597.04K	+7.3%	▲ Add	3+
44	NEM Newmont Corporation	0.5%	$281.76M	3.02M	-0.9%	▼ Trim	3+
45	JPM JPMorgan Chase & Co.	0.5%	$279.41M	853.62K	+3.8%	▲ Add	3+
46	SPYM State Street SPDR Portfolio…	0.5%	$277.99M	3.16M	+3.6%	▲ Add	3+
47	AMAT Applied Materials, Inc.	0.5%	$277.21M	383.42K	+3.5%	▲ Add	3+
48	DFAC Dimensional - US Core…	0.4%	$249.90M	5.63M	+146.1%	▲ Add	3+
49	TLH iShares 10-20 Year Treasury…	0.4%	$245.55M	2.45M	+7.8%	▲ Add	3+
50	FOXA Fox Corporation	0.4%	$234.49M	4.50M	-9.4%	▼ Trim	3+
51	WDC Western Digital Corporation	0.4%	$233.07M	364.89K	+52.7%	▲ Add	3+
52	T AT&T Inc.	0.4%	$223.11M	10.78M	-1.4%	▼ Trim	3+
53	VB Vanguard Morningstar…	0.4%	$215.10M	709.61K	+191.9%	▲ Add	3+
54	UAL United Airlines Holdings…	0.4%	$211.61M	1.56M	-3.8%	▼ Trim	3+
55	PG The Procter & Gamble Company	0.4%	$205.26M	1.40M	+1.6%	▲ Add	3+
56	GOOG Alphabet Inc.	0.3%	$200.70M	568.02K	+1.0%	▲ Add	3+
57	SCHX Schwab U.S. Large-Cap ETF	0.3%	$195.01M	6.63M	+1.7%	▲ Add	3+
58	MO Altria Group, Inc.	0.3%	$191.92M	2.67M	-0.5%	▼ Trim	3+
59	IEUR iShares Core MSCI Europe ETF	0.3%	$191.73M	2.55M	+7.1%	▲ Add	3+
60	EXEL Exelixis, Inc.	0.3%	$186.83M	3.43M	+1.3%	▲ Add	3+
61	SPIB State Street SPDR Portfolio…	0.3%	$177.31M	5.30M	+1.9%	▲ Add	3+
62	IJR iShares Core S&P Small-Cap…	0.3%	$162.22M	1.09M	-5.0%	▼ Trim	3+
63	SPTL State Street SPDR Portfolio…	0.3%	$160.39M	6.11M	+4.9%	▲ Add	3+
64	VZ Verizon Communications Inc.	0.3%	$159.43M	3.77M	+2.9%	▲ Add	3+
65	VSS Vanguard FTSE All-World…	0.3%	$157.80M	1.02M	+37.7%	▲ Add	3+
66	TSLA Tesla, Inc.	0.3%	$157.28M	373.93K	+2.0%	▲ Add	3+
67	LRCX Lam Research Corporation	0.3%	$147.69M	340.83K	+2.8%	▲ Add	3+
68	AGG iShares Core U.S. Aggregate…	0.3%	$146.05M	1.48M	+149.8%	▲ Add	3+
69	IDEV iShares Core MSCI…	0.3%	$145.98M	1.64M	-4.3%	▼ Trim	3+
70	RCL Royal Caribbean Cruises Ltd.	0.2%	$137.78M	433.93K	-3.2%	▼ Trim	3+
71	PM Philip Morris International…	0.2%	$134.38M	742.79K	+4.7%	▲ Add	3+
72	XLK State Street Technology…	0.2%	$131.39M	689.66K	-0.1%	▼ Trim	3+
73	VGT Vanguard Information…	0.2%	$130.90M	1.10M	+0.9% ✂	▲ Add	3+
74	VNQ Vanguard Real Estate ETF	0.2%	$130.32M	1.35M	+56.3%	▲ Add	3+
75	USMV iShares MSCI USA Min Vol…	0.2%	$129.88M	1.35M	+0.2%	▲ Add	3+
76	MA Mastercard Incorporated	0.2%	$128.67M	250.52K	+2.5%	▲ Add	3+
77	DUHP Dimensional - US High…	0.2%	$128.48M	3.08M	+89820.7%	▲ Add	3+
78	CFG Citizens Financial Group…	0.2%	$126.71M	1.81M	+1.1%	▲ Add	3+
79	BRK-B Berkshire Hathaway Inc.	0.2%	$125.34M	250.49K	-1.1%	▼ Trim	3+
80	VCRB Vanguard Core Bond ETF	0.2%	$121.62M	1.57M	+13.7%	▲ Add	3+
81	EIX Edison International	0.2%	$120.46M	1.62M	+1.0%	▲ Add	3+
82	AMD Advanced Micro Devices, Inc.	0.2%	$117.93M	203.01K	-1.9%	▼ Trim	3+
83	DFIC Dimensional - International…	0.2%	$116.70M	3.13M	+72671.1%	▲ Add	3+
84	TIP iShares TIPS Bond ETF	0.2%	$116.55M	1.07M	-1.6%	▼ Trim	3+
85	V Visa Inc.	0.2%	$116.08M	338.32K	+13.1%	▲ Add	3+
86	CF CF Industries Holdings, Inc.	0.2%	$115.97M	1.07M	+5708.8%	▲ Add	3+
87	JIRE JPMorgan International…	0.2%	$115.05M	1.39M	-5.9%	▼ Trim	3+
88	QCOM QUALCOMM Incorporated	0.2%	$114.93M	621.98K	-5.9%	▼ Trim	3+
89	VEU Vanguard FTSE All-World…	0.2%	$113.64M	1.36M	+95.7%	▲ Add	3+
90	BKNG Booking Holdings Inc.	0.2%	$113.64M	637.57K	+15.1% ✂	▲ Add	3+
91	DYNF iShares U.S. Equity Factor…	0.2%	$113.15M	1.66M	-2.3%	▼ Trim	3+
92	EWC iShares MSCI Canada ETF	0.2%	$111.57M	1.94M	+7.5%	▲ Add	3+
93	WSM Williams-Sonoma, Inc.	0.2%	$110.49M	474.02K	-0.6%	▼ Trim	3+
94	SCHW The Charles Schwab…	0.2%	$109.98M	1.19M	+7.0%	▲ Add	3+
95	VCIT Vanguard Intermediate-Term…	0.2%	$108.87M	1.32M	+8.2%	▲ Add	3+
96	FLOT iShares Floating Rate Bond…	0.2%	$106.40M	2.08M	+6.0%	▲ Add	3+
97	LQD iShares iBoxx $ Investment…	0.2%	$106.29M	974.53K	-2.2%	▼ Trim	3+
98	EG Everest Group, Ltd.	0.2%	$106.03M	296.81K	+3.1%	▲ Add	3+
99	BSV Vanguard Short-Term Bond ETF	0.2%	$105.21M	1.35M	+334.6%	▲ Add	3+
100	NXT Nextpower Inc.	0.2%	$104.80M	879.61K	+4.6%	▲ Add	3+
101	HIG The Hartford Insurance…	0.2%	$104.36M	787.53K	+2.5%	▲ Add	3+
102	DFAX Dimensional World ex U.S.…	0.2%	$103.69M	2.81M	-2.1%	▼ Trim	3+
103	BIV Vanguard Intermediate-Term…	0.2%	$103.28M	1.35M	+8390.1%	▲ Add	3+
104	SPTI State Street SPDR Portfolio…	0.2%	$102.67M	3.62M	+16.5%	▲ Add	3+
105	ACGL Arch Capital Group Ltd.	0.2%	$101.92M	1.05M	+1.3%	▲ Add	3+
106	CMCSA Comcast Corporation	0.2%	$101.18M	4.12M	+1.5%	▲ Add	3+
107	IUSB iShares Core Universal USD…	0.2%	$99.77M	2.16M	+16.0%	▲ Add	3+
108	AFL Aflac Incorporated	0.2%	$95.76M	816.74K	+1.9%	▲ Add	3+
109	WFC Wells Fargo & Company	0.2%	$95.64M	1.16M	+8.7%	▲ Add	3+
110	ASML ASML Holding N.V.	0.2%	$95.53M	48.02K	+12.6%	▲ Add	3+
111	VWO Vanguard FTSE Emerging…	0.2%	$94.63M	1.59M	+46.1%	▲ Add	3+
112	USHY iShares Broad USD High…	0.2%	$93.38M	2.52M	+5.8%	▲ Add	3+
113	VYM Vanguard High Dividend…	0.2%	$91.93M	581.76K	-12.1%	▼ Trim	3+
114	VO Vanguard Morningstar…	0.2%	$90.17M	1.12M	+3.7% ✂	▲ Add	3+
115	AMGN Amgen Inc.	0.2%	$90.00M	248.53K	+1.9%	▲ Add	3+
116	JPST JPMorgan Ultra-Short Income…	0.2%	$89.96M	1.78M	+9.1%	▲ Add	3+
117	BKLN Invesco Senior Loan ETF	0.2%	$89.16M	4.38M	0.0%	▲ Add	3+
118	IGSB iShares 1-5 Year Investment…	0.2%	$88.88M	1.70M	+0.2%	▲ Add	3+
119	SCHG Schwab U.S. Large-Cap…	0.2%	$87.57M	2.59M	-11.0%	▼ Trim	3+
120	XLE State Street Energy Select…	0.1%	$86.79M	1.63M	+27.9%	▲ Add	3+
121	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$84.60M	628.00K	+10.1%	▲ Add	3+
122	VTIP Vanguard Short-Term…	0.1%	$84.06M	1.67M	+74.9%	▲ Add	3+
123	USDU WISDOMTREE TR	0.1%	$82.97M	3.10M	-0.9%	▼ Trim	3+
124	GE GE Aerospace	0.1%	$82.40M	220.48K	+66.3%	▲ Add	3+
125	SHV iShares Trust iShares 0-1…	0.1%	$81.31M	736.80K	+9.9%	▲ Add	3+
126	IAGG iShares Core International…	0.1%	$80.75M	1.60M	+22.4%	▲ Add	3+
127	CWB State Street SPDR Bloomberg…	0.1%	$80.11M	743.03K	-11.9%	▼ Trim	3+
128	ED Consolidated Edison, Inc.	0.1%	$79.33M	717.11K	+2.7%	▲ Add	3+
129	SPDW State Street SPDR Portfolio…	0.1%	$79.13M	1.57M	-23.3%	▼ Trim	3+
130	VRIG Invesco Variable Rate…	0.1%	$78.69M	3.14M	+1873.8%	▲ Add	3+
131	FSLR First Solar, Inc.	0.1%	$78.65M	333.31K	+1469.4%	▲ Add	3+
132	XBI State Street SPDR S&P…	0.1%	$78.61M	496.74K	-20.3%	▼ Trim	3+
133	LLY Eli Lilly and Company	0.1%	$78.30M	65.28K	+8.0%	▲ Add	3+
134	SPEM State Street SPDR Portfolio…	0.1%	$77.99M	1.51M	+3.3%	▲ Add	3+
135	DFIS Dimensional - International…	0.1%	$77.91M	2.22M	+54900.1%	▲ Add	3+
136	IGLB iShares 10+ Year Investment…	0.1%	$77.79M	1.55M	+2.6%	▲ Add	3+
137	DXJ WisdomTree Japan Hedged…	0.1%	$77.67M	447.64K	-11.8%	▼ Trim	3+
138	IXJ iShares Global Healthcare…	0.1%	$77.37M	786.48K	+854769.6%	▲ Add	3+
139	IPAC iShares Core MSCI Pacific…	0.1%	$77.08M	940.86K	-1.4%	▼ Trim	3+
140	EWW iShares MSCI Mexico ETF	0.1%	$75.12M	997.99K	+34624.7%	▲ Add	2
141	XONA.DE Exxon Mobil Corporation	0.1%	$74.84M	547.42K	+11.2%	▲ Add	3+
142	IAU iShares Gold Trust	0.1%	$74.42M	985.62K	+16.9%	▲ Add	3+
143	OMC Omnicom Group Inc.	0.1%	$73.85M	1.01M	+8.8%	▲ Add	3+
144	HYD VanEck High Yield Muni ETF	0.1%	$72.59M	1.41M	+10.1%	▲ Add	3+
145	SPSM State Street SPDR Portfolio…	0.1%	$71.50M	1.24M	-13.8%	▼ Trim	3+
146	NVS Novartis AG	0.1%	$69.42M	442.98K	+9.7%	▲ Add	3+
147	INGR Ingredion Incorporated	0.1%	$69.35M	732.21K	+5.0%	▲ Add	3+
148	ACWI iShares MSCI ACWI ETF	0.1%	$67.92M	432.68K	-0.3%	▼ Trim	3+
149	SPBO SPDR SERIES TRUST	0.1%	$67.61M	2.33M	+7.3%	▲ Add	3+
150	OHI Omega Healthcare Investors…	0.1%	$67.41M	1.41M	+0.5%	▲ Add	3+
151	VOX Vanguard Communication…	0.1%	$67.22M	365.42K	+6.6%	▲ Add	3+
152	CGDV Capital Group Dividend…	0.1%	$67.01M	1.36M	+60.8%	▲ Add	3+
153	CVS CVS Health Corp.	0.1%	$66.88M	646.51K	-11.2%	▼ Trim	3+
154	UNH UnitedHealth Group…	0.1%	$66.86M	160.85K	+16.5%	▲ Add	3+
155	BDX Becton, Dickinson and…	0.1%	$66.20M	437.42K	+23.1%	▲ Add	3+
156	EXPD Expeditors International of…	0.1%	$65.53M	402.06K	+7.3%	▲ Add	3+
157	PEG Public Service Enterprise…	0.1%	$64.96M	800.42K	-4.5%	▼ Trim	3+
158	DHI D.R. Horton, Inc.	0.1%	$63.85M	392.03K	-7.8%	▼ Trim	3+
159	MDT Medtronic plc	0.1%	$63.83M	815.89K	+26.5%	▲ Add	3+
160	TXN Texas Instruments…	0.1%	$63.46M	212.91K	+18.5%	▲ Add	3+
161	PHM PulteGroup, Inc.	0.1%	$62.44M	455.10K	-8.9%	▼ Trim	3+
162	ELV Elevance Health Inc.	0.1%	$61.48M	158.97K	+9.2%	▲ Add	3+
163	DFSD Dimensional - Short…	0.1%	$61.32M	1.28M	+7.8%	▲ Add	3+
164	SJNK State Street SPDR Bloomberg…	0.1%	$61.22M	2.45M	-1.2%	▼ Trim	3+
165	TROW T. Rowe Price Group, Inc.	0.1%	$60.87M	535.40K	+5.1%	▲ Add	3+
166	COST Costco Wholesale Corporation	0.1%	$60.51M	64.68K	-2.1%	▼ Trim	3+
167	CGUS Capital Group Core Equity…	0.1%	$60.51M	1.36M	+2.8%	▲ Add	3+
168	VPL Vanguard FTSE Pacific ETF	0.1%	$60.09M	519.42K	+247.7%	▲ Add	3+
169	EMHY ISHARES INC	0.1%	$59.64M	1.47M	+7.1%	▲ Add	3+
170	FANG Diamondback Energy, Inc.	0.1%	$59.53M	338.66K	+11.4%	▲ Add	3+
171	DFAT Dimensional - US Targeted…	0.1%	$59.13M	845.93K	+81.1%	▲ Add	3+
172	VICI VICI Properties Inc.	0.1%	$59.10M	2.23M	-1.8%	▼ Trim	3+
173	XLF State Street Financial…	0.1%	$58.20M	1.09M	-0.8%	▼ Trim	3+
174	DFUS Dimensional U.S. Equity ETF	0.1%	$56.23M	686.23K	+2.0%	▲ Add	3+
175	IEF iShares 7-10 Year Treasury…	0.1%	$55.87M	590.83K	-55.8%	▼ Trim	3+
176	IOO iShares Global 100 ETF	0.1%	$55.78M	408.37K	+825.4%	▲ Add	3+
177	ADI Analog Devices, Inc.	0.1%	$55.02M	138.54K	-2.6%	▼ Trim	3+
178	SCHP Schwab US TIPS ETF	0.1%	$54.93M	2.07M	-22.9%	▼ Trim	3+
179	RNR RenaissanceRe Holdings Ltd.	0.1%	$54.72M	172.69K	+133.5%	▲ Add	3+
180	SNA Snap-on Incorporated	0.1%	$54.46M	135.34K	-3.6%	▼ Trim	3+
181	CGGE Capital Group Global Equity…	0.1%	$54.14M	1.54M	+7.4%	▲ Add	3+
182	MTG MGIC Investment Corporation	0.1%	$53.17M	1.89M	-2.1%	▼ Trim	3+
183	COP ConocoPhillips	0.1%	$52.78M	507.70K	+15.7%	▲ Add	3+
184	DIHP Dimensional International…	0.1%	$52.76M	1.55M	+120979.6%	▲ Add	3+
185	SMH VanEck Semiconductor ETF	0.1%	$52.68M	80.31K	+2.9%	▲ Add	3+
186	ICE Intercontinental Exchange…	0.1%	$50.70M	411.81K	+97.5%	▲ Add	3+
187	LVHI Franklin International Low…	0.1%	$50.24M	1.24M	-1.5%	▼ Trim	3+
188	ENB Enbridge Inc.	0.1%	$49.87M	920.00K	+15.8%	▲ Add	3+
189	HYS PIMCO ETF TR	0.1%	$49.72M	531.70K	-13.3%	▼ Trim	3+
190	ASHR Xtrackers Harvest CSI 300…	0.1%	$49.69M	1.36M	-9.8%	▼ Trim	2
191	APH Amphenol Corporation	0.1%	$47.67M	270.34K	+28.0%	▲ Add	3+
192	CGGO Capital Group Global Growth…	0.1%	$47.51M	1.12M	+21.9%	▲ Add	3+
193	VGK Vanguard FTSE Europe ETF	0.1%	$47.40M	535.37K	+590.0%	▲ Add	3+
194	VXUS Vanguard Total…	0.1%	$47.34M	553.79K	+783.4%	▲ Add	3+
195	DFAE Dimensional - Emerging Core…	0.1%	$47.00M	1.17M	+45759.8%	▲ Add	3+
196	EMB iShares J.P. Morgan USD…	0.1%	$45.40M	470.81K	+38.6%	▲ Add	3+
197	BBCA JPMorgan BetaBuilders…	0.1%	$45.31M	455.81K	-2.6%	▼ Trim	3+
198	MNST Monster Beverage Corporation	0.1%	$45.07M	468.91K	-2.6%	▼ Trim	3+
199	RTX RTX Corporation	0.1%	$44.93M	236.83K	+4.7%	▲ Add	3+
200	KGC Kinross Gold Corporation	0.1%	$44.52M	1.89M	-10.4%	▼ Trim	3+
201	GD General Dynamics Corporation	0.1%	$44.22M	124.82K	+1.0%	▲ Add	3+
202	BNY Bank of New York Mellon Corp	0.1%	$43.94M	303.88K	+13.5%	▲ Add	3+
203	APD Air Products and Chemicals…	0.1%	$43.82M	149.46K	-0.4%	▼ Trim	3+
204	SPMB State Street SPDR Portfolio…	0.1%	$43.78M	1.96M	+8.2%	▲ Add	3+
205	PLTR Palantir Technologies Inc.	0.1%	$43.24M	370.58K	-2.6%	▼ Trim	3+
206	FTLS First Trust Long/Short…	0.1%	$43.23M	585.76K	+5.5%	▲ Add	3+
207	UBER Uber Technologies, Inc.	0.1%	$42.82M	593.37K	-1.2%	▼ Trim	3+
208	NFLX Netflix, Inc.	0.1%	$42.79M	599.25K	+65.3%	▲ Add	3+
209	VGSH Vanguard Short-Term…	0.1%	$42.30M	726.81K	+127410.7%	▲ Add	3+
210	CDNS Cadence Design Systems, Inc.	0.1%	$41.71M	111.12K	-0.3%	▼ Trim	3+
211	BAC Bank of America Corporation	0.1%	$41.50M	728.30K	-1.3%	▼ Trim	3+
212	WMT Walmart Inc.	0.1%	$41.32M	364.80K	+6.7%	▲ Add	3+
213	BTI British American Tobacco…	0.1%	$41.25M	667.91K	+4.3%	▲ Add	3+
214	LIN Linde plc	0.1%	$41.18M	79.35K	-11.7%	▼ Trim	3+
215	VONG Vanguard Russell 1000…	0.1%	$41.10M	321.55K	-29.6%	▼ Trim	3+
216	C Citigroup Inc.	0.1%	$40.97M	292.76K	-12.3%	▼ Trim	3+
217	PBR Petróleo Brasileiro S.A. -…	0.1%	$40.79M	2.52M	+99.7%	▲ Add	3+
218	XLC State Street Communication…	0.1%	$40.73M	380.20K	-15.0%	▼ Trim	3+
219	IYW iShares U.S. Technology ETF	0.1%	$40.47M	160.43K	+7.2%	▲ Add	3+
220	SNOW Snowflake Inc.	0.1%	$40.32M	158.44K	-14.3%	▼ Trim	3+
221	VGLT Vanguard Long-Term Treasury…	0.1%	$40.06M	726.06K	-9.5%	▼ Trim	3+
222	SPTS State Street SPDR Portfolio…	0.1%	$39.76M	1.37M	+25.2%	▲ Add	3+
223	JNJ Johnson & Johnson	0.1%	$39.76M	156.54K	+12.0%	▲ Add	3+
224	XLV State Street Health Care…	0.1%	$39.43M	248.54K	-16.9%	▼ Trim	3+
225	AJG Arthur J. Gallagher & Co.	0.1%	$39.07M	170.17K	+97.4%	▲ Add	3+
226	SRE Sempra	0.1%	$38.67M	417.13K	+0.8%	▲ Add	3+
227	CGGR Capital Group Growth ETF	0.1%	$38.63M	818.41K	+16.4%	▲ Add	3+
228	NRG NRG Energy, Inc.	0.1%	$38.40M	262.93K	-53.2%	▼ Trim	3+
229	DIS The Walt Disney Company	0.1%	$38.30M	397.88K	+5.7%	▲ Add	3+
230	CGMU Capital Group Municipal…	0.1%	$38.14M	1.39M	+10.7%	▲ Add	3+
231	IQV IQVIA Holdings Inc.	0.1%	$38.07M	197.01K	+7.4%	▲ Add	3+
232	QTUM Defiance Quantum ETF	0.1%	$37.64M	227.60K	+6.3%	▲ Add	3+
233	MS Morgan Stanley	0.1%	$37.54M	179.57K	+4.6%	▲ Add	3+
234	EFAV iShares MSCI EAFE Min Vol…	0.1%	$37.20M	424.17K	+0.8%	▲ Add	3+
235	AIQ Global X - Artificial…	0.1%	$37.18M	566.69K	+7.2%	▲ Add	3+
236	WELL Welltower Inc.	0.1%	$37.06M	163.27K	+13.0%	▲ Add	3+
237	VGIT Vanguard Intermediate-Term…	0.1%	$36.65M	621.42K	-9.6%	▼ Trim	3+
238	BAI iShares A.I. Innovation and…	0.1%	$36.64M	695.06K	-5.1%	▼ Trim	3+
239	VCSH Vanguard Short-Term…	0.1%	$36.59M	463.04K	+1429.1%	▲ Add	3+
240	AZN AstraZeneca PLC	0.1%	$36.54M	192.72K	+0.8%	▲ Add	3+
241	CGMM Capital Group U.S. Small…	0.1%	$36.42M	1.10M	+24.1%	▲ Add	3+
242	XEMD BONDBLOXX ETF TRUST	0.1%	$36.34M	809.10K	+85.9%	▲ Add	3+
243	GS The Goldman Sachs Group…	0.1%	$36.22M	35.82K	+7.5%	▲ Add	3+
244	VNQI Vanguard Global ex-U.S.…	0.1%	$35.63M	794.53K	+2.8%	▲ Add	3+
245	SPHY State Street SPDR Portfolio…	0.1%	$35.50M	1.51M	+10.7%	▲ Add	3+
246	SBS Companhia de Saneamento…	0.1%	$35.10M	6.07M	+11.2% ✂	▲ Add	3+
247	CM Canadian Imperial Bank of…	0.1%	$34.89M	303.38K	+6.6%	▲ Add	3+
248	SONY Sony Group Corporation	0.1%	$34.88M	1.74M	+4.6%	▲ Add	3+
249	CGHM Capital Group Municipal…	0.1%	$34.52M	1.34M	+11.3%	▲ Add	3+
250	DVY iShares Select Dividend ETF	0.1%	$34.31M	219.48K	-0.5%	▼ Trim	3+
251	AON Aon plc	0.1%	$34.16M	102.99K	+27.9%	▲ Add	3+
252	MOAT VanEck Morningstar Wide…	0.1%	$33.99M	326.98K	+14.7%	▲ Add	3+
253	BBIN JPMorgan BetaBuilders…	0.1%	$33.80M	432.92K	-1.3%	▼ Trim	3+
254	KO The Coca-Cola Company	0.1%	$33.47M	411.87K	+6.4%	▲ Add	3+
255	TMO Thermo Fisher Scientific…	0.1%	$33.35M	66.52K	+13.2%	▲ Add	3+
256	ORLY O'Reilly Automotive, Inc.	0.1%	$32.54M	353.35K	+3.1%	▲ Add	3+
257	VTWG VANGUARD SCOTTSDALE FDS	0.1%	$32.52M	113.05K	-1.5%	▼ Trim	3+
258	JMUB JPMorgan Municipal ETF	0.1%	$32.52M	641.93K	+3.7%	▲ Add	3+
259	ANET Arista Networks, Inc.	0.1%	$32.46M	191.06K	+3.0%	▲ Add	3+
260	MRK Merck & Co., Inc.	0.1%	$32.44M	252.44K	+8.7%	▲ Add	3+
261	HYLB Xtrackers USD High Yield…	0.1%	$32.33M	885.30K	-0.5%	▼ Trim	3+
262	HGER Harbor Commodity…	0.1%	$32.29M	1.10M	+5.8%	▲ Add	3+
263	ETN Eaton Corporation plc	0.1%	$32.18M	75.53K	+55.1%	▲ Add	3+
264	COF Capital One Financial…	0.1%	$32.14M	160.19K	+20.3%	▲ Add	3+
265	CVX Chevron Corporation	0.1%	$32.08M	193.53K	+6.1%	▲ Add	3+
266	LMBS First Trust Low Duration…	0.1%	$32.02M	643.30K	-2.1%	▼ Trim	3+
267	CRWD CrowdStrike Holdings, Inc.	0.1%	$32.00M	41.94K	+428.4%	▲ Add	3+
268	GIS General Mills, Inc.	0.1%	$31.97M	918.79K	+18.3%	▲ Add	3+
269	PPC Pilgrim's Pride Corporation	0.1%	$31.51M	1.12M	-9.4%	▼ Trim	3+
270	JFLX J P MORGAN EXCHANGE TRADED F	0.1%	$31.22M	619.51K	-1.7%	▼ Trim	3+
271	TFI State Street SPDR Nuveen…	0.1%	$31.17M	680.59K	-3.2%	▼ Trim	3+
272	TS Tenaris S.A.	0.1%	$31.12M	560.85K	+14.3%	▲ Add	3+
273	ABBV AbbVie Inc.	0.1%	$31.12M	123.66K	+17.9%	▲ Add	3+
274	SPMD State Street SPDR Portfolio…	0.1%	$30.91M	457.53K	+3.2%	▲ Add	3+
275	VYMI Vanguard International High…	0.1%	$30.67M	312.30K	-21.5%	▼ Trim	3+
276	PANW Palo Alto Networks, Inc.	0.1%	$30.53M	89.52K	-3.8%	▼ Trim	3+
277	MCK McKesson Corporation	0.1%	$30.44M	40.29K	+15.6%	▲ Add	3+
278	VRTX Vertex Pharmaceuticals…	0.1%	$30.33M	61.05K	+1.8%	▲ Add	3+
279	RYAAY Ryanair Holdings plc	0.1%	$30.22M	466.73K	+5.4%	▲ Add	3+
280	CB Chubb Limited	0.1%	$30.03M	88.12K	-7.5%	▼ Trim	3+
281	CHKP Check Point Software…	0.1%	$29.90M	227.52K	+1.6%	▲ Add	3+
282	WT WisdomTree, Inc.	0.1%	$29.66M	589.02K	+19.8%	▲ Add	3+
283	TOL Toll Brothers, Inc.	0.1%	$29.59M	179.60K	-6.0%	▼ Trim	3+
284	DFAS Dimensional - US Small Cap…	0.1%	$29.58M	359.28K	+12070.6%	▲ Add	3+
285	SPGI S&P Global Inc.	0.1%	$29.57M	72.60K	+567.7%	▲ Add	3+
286	XUDV FRANKLIN TEMPLETON ETF TR	0.1%	$29.25M	933.46K	+16.4%	▲ Add	3+
287	ARM Arm Holdings plc American…	0.1%	$29.00M	81.80K	+0.2%	▲ Add	3+
288	GSK GSK plc	0.1%	$28.91M	551.44K	+14.7%	▲ Add	3+
289	UL Unilever PLC	0.1%	$28.81M	479.18K	+20.1%	▲ Add	3+
290	LEN Lennar Corporation	0.0%	$28.57M	315.73K	-3.0%	▼ Trim	3+
291	NBOS NEUBERGER BERMAN ETF TRUST	0.0%	$28.55M	1.02M	-1.7%	▼ Trim	3+
292	A Agilent Technologies, Inc.	0.0%	$28.53M	214.81K	-7.2%	▼ Trim	3+
293	MAR Marriott International, Inc.	0.0%	$28.44M	76.74K	+50.6%	▲ Add	3+
294	CERY SPDR SERIES TRUST	0.0%	$28.38M	849.04K	-0.8%	▼ Trim	3+
295	EWU iShares MSCI United Kingdom…	0.0%	$28.18M	610.81K	+7466.0%	▲ Add	3+
296	RTO Rentokil Initial plc	0.0%	$28.06M	980.87K	+17.2%	▲ Add	3+
297	YUMC Yum China Holdings, Inc.	0.0%	$27.91M	682.87K	+8.8%	▲ Add	3+
298	IYM ISHARES TR	0.0%	$27.45M	152.87K	Mới	New	1
299	ACN Accenture plc	0.0%	$27.26M	219.08K	+159.9%	▲ Add	3+
300	WEC WEC Energy Group, Inc.	0.0%	$27.26M	233.46K	+13.5%	▲ Add	3+
301	WH Wyndham Hotels & Resorts…	0.0%	$27.16M	322.58K	+14.9%	▲ Add	3+
302	LYG Lloyds Banking Group plc	0.0%	$27.03M	4.64M	+20.4%	▲ Add	3+
303	MPWR Monolithic Power Systems…	0.0%	$26.90M	19.46K	-4.2%	▼ Trim	3+
304	PCAR PACCAR Inc	0.0%	$26.26M	218.58K	+2.8%	▲ Add	3+
305	TSN Tyson Foods, Inc.	0.0%	$26.17M	457.13K	+6.6%	▲ Add	3+
306	DE Deere & Company	0.0%	$25.96M	40.92K	+3.2%	▲ Add	3+
307	HD The Home Depot, Inc.	0.0%	$25.95M	73.58K	-12.9%	▼ Trim	3+
308	BINC iShares Flexible Income…	0.0%	$25.53M	487.83K	-15.5%	▼ Trim	3+
309	CGDG Capital Group Dividend…	0.0%	$25.40M	677.05K	+8.2%	▲ Add	3+
310	QQQ Invesco QQQ Trust, Series 1	0.0%	$25.29M	34.35K	+2.3%	▲ Add	3+
311	DFCF Dimensional - Core Fixed…	0.0%	$25.22M	597.54K	+8.2%	▲ Add	3+
312	SCHB Schwab U.S. Broad Market ETF	0.0%	$25.14M	868.20K	+9.7%	▲ Add	3+
313	CMF iShares California Muni…	0.0%	$25.14M	436.08K	+11.3%	▲ Add	3+
314	TTE TotalEnergies SE	0.0%	$24.88M	319.95K	+18.0%	▲ Add	3+
315	LOW Lowe's Companies, Inc.	0.0%	$24.85M	112.71K	+5.1%	▲ Add	3+
316	FLCH FRANKLIN TEMPLETON ETF TR	0.0%	$24.74M	1.21M	+2.3%	▲ Add	3+
317	EMLC VanEck J.P. Morgan EM Local…	0.0%	$24.71M	966.77K	+62.4%	▲ Add	3+
318	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$24.70M	488.28K	+45.0%	▲ Add	3+
319	CARR Carrier Global Corporation	0.0%	$24.54M	334.63K	-18.1%	▼ Trim	3+
320	AKRE Akre Focus ETF	0.0%	$24.53M	461.21K	-10.9%	▼ Trim	3+
321	IDXX IDEXX Laboratories, Inc.	0.0%	$24.44M	46.43K	-8.7%	▼ Trim	3+
322	ABNB Airbnb, Inc.	0.0%	$24.43M	170.75K	-0.5%	▼ Trim	3+
323	CAH Cardinal Health, Inc.	0.0%	$24.34M	102.47K	-3.1%	▼ Trim	3+
324	CTSH Cognizant Technology…	0.0%	$24.00M	619.65K	+4.6%	▲ Add	3+
325	AOA ISHARES TR	0.0%	$23.96M	245.48K	+0.3%	▲ Add	3+
326	COO The Cooper Companies, Inc.	0.0%	$23.94M	333.84K	+50.1%	▲ Add	3+
327	SMHX VANECK ETF TRUST	0.0%	$23.76M	371.91K	-1.6%	▼ Trim	3+
328	PH Parker-Hannifin Corporation	0.0%	$23.63M	24.15K	-19.8%	▼ Trim	3+
329	TFLO iShares Treasury Floating…	0.0%	$23.61M	466.40K	-29.2%	▼ Trim	3+
330	USB U.S. Bancorp	0.0%	$23.49M	388.87K	+8.8%	▲ Add	3+
331	SHOP Shopify Inc.	0.0%	$23.40M	204.96K	-6.5%	▼ Trim	3+
332	GLDM SPDR Gold MiniShares Trust	0.0%	$23.29M	293.31K	-20.6%	▼ Trim	3+
333	CGNG Capital Group New Geography…	0.0%	$23.27M	621.29K	+45.9%	▲ Add	3+
334	BLK BlackRock, Inc.	0.0%	$23.27M	24.20K	-12.8%	▼ Trim	3+
335	CHRW C.H. Robinson Worldwide…	0.0%	$23.24M	123.37K	-3.0%	▼ Trim	3+
336	NTES NetEase, Inc.	0.0%	$23.21M	181.12K	+28.4%	▲ Add	3+
337	ALLE Allegion plc	0.0%	$22.96M	163.45K	+18.2%	▲ Add	3+
338	ORCL Oracle Corporation	0.0%	$22.76M	155.31K	+12.7%	▲ Add	3+
339	LH Labcorp Holdings Inc.	0.0%	$22.57M	80.59K	+3.6%	▲ Add	3+
340	MAS Masco Corporation	0.0%	$22.41M	275.45K	+5.7%	▲ Add	3+
341	RAAX VANECK ETF TRUST	0.0%	$22.36M	563.66K	+38.6%	▲ Add	3+
342	WST West Pharmaceutical…	0.0%	$22.35M	62.27K	+487.5%	▲ Add	3+
343	CG The Carlyle Group Inc.	0.0%	$22.21M	527.54K	+13.3%	▲ Add	3+
344	FDIS FIDELITY COVINGTON TRUST	0.0%	$22.18M	215.66K	+15.8%	▲ Add	3+
345	EMBJ Embraer S.A.	0.0%	$22.01M	344.97K	-32.4%	▼ Trim	3+
346	IVW iShares S&P 500 Growth ETF	0.0%	$21.84M	158.81K	+4.6%	▲ Add	3+
347	CRM Salesforce, Inc.	0.0%	$21.76M	138.92K	-1.6%	▼ Trim	3+
348	COR Cencora, Inc.	0.0%	$21.47M	75.88K	+5.6%	▲ Add	3+
349	ETR Entergy Corporation	0.0%	$21.37M	186.01K	-1.4%	▼ Trim	3+
350	SPAB State Street SPDR Portfolio…	0.0%	$21.34M	836.30K	-40.0%	▼ Trim	3+
351	GEV GE Vernova Inc.	0.0%	$21.16M	18.01K	-0.7%	▼ Trim	3+
352	GXC SPDR INDEX SHS FDS	0.0%	$21.01M	242.81K	+9.8%	▲ Add	3+
353	ISRG Intuitive Surgical, Inc.	0.0%	$20.93M	52.64K	-5.8%	▼ Trim	3+
354	NVMI Nova Ltd.	0.0%	$20.82M	38.34K	-1.2%	▼ Trim	3+
355	WT WisdomTree, Inc.	0.1%	$20.78M	321.12K	+19.8%	▲ Add	3+
356	GLW Corning Inc	0.0%	$20.78M	81.34K	+9.2%	▲ Add	3+
357	IBM International Business…	0.0%	$20.77M	73.85K	+14.6%	▲ Add	3+
358	VANECK ETF TRUST (chưa ánh xạ)	—	$20.68M	658.64K	—		—
359	IDV iShares International…	0.0%	$20.40M	492.39K	-19.6%	▼ Trim	3+
360	FLHY FRANKLIN TEMPLETON ETF TR	0.0%	$20.34M	837.34K	+0.7%	▲ Add	3+
361	ZTS Zoetis Inc.	0.0%	$20.27M	282.03K	+100.3%	▲ Add	3+
362	AOR iShares Core 60/40 Balanced…	0.0%	$20.15M	289.95K	+1.3%	▲ Add	3+
363	AMT American Tower Corporation	0.0%	$19.98M	122.14K	+0.9%	▲ Add	3+
364	FERG Ferguson plc	0.0%	$19.97M	84.13K	+7.8%	▲ Add	3+
365	AXP American Express Company	0.0%	$19.68M	58.19K	-30.5%	▼ Trim	3+
366	NOW ServiceNow, Inc.	0.0%	$19.53M	196.74K	-35.8%	▼ Trim	3+
367	TDIV First Trust NASDAQ…	0.0%	$19.52M	169.91K	-7.8%	▼ Trim	3+
368	SYK Stryker Corporation	0.0%	$19.41M	61.64K	+72.7%	▲ Add	3+
369	GWX SPDR INDEX SHS FDS	0.0%	$19.38M	442.81K	-1.8%	▼ Trim	3+
370	GLD SPDR Gold Shares	0.0%	$19.32M	52.45K	+18.4%	▲ Add	3+
371	WMG Warner Music Group Corp.	0.0%	$19.27M	711.76K	+24.8%	▲ Add	3+
372	SPYV State Street SPDR Portfolio…	0.0%	$19.16M	315.14K	+3.8%	▲ Add	3+
373	PEP PepsiCo, Inc.	0.0%	$19.04M	140.62K	+0.6%	▲ Add	3+
374	FLSP FRANKLIN TEMPLETON ETF TR	0.0%	$18.82M	679.59K	+37.9%	▲ Add	3+
375	AFLG FIRST TR EXCHNG TRADED FD VI	0.0%	$18.80M	432.91K	+5.2%	▲ Add	3+
376	NEE NextEra Energy, Inc.	0.0%	$18.71M	213.17K	+9.8%	▲ Add	3+
377	DFTX Definium Therapeutics, Inc.	0.0%	$18.65M	396.54K	Mới	New	1
378	CI Cigna Corporation	0.0%	$18.13M	65.78K	+0.2%	▲ Add	3+
379	HLT Hilton Worldwide Holdings…	0.0%	$17.91M	54.20K	+4.7%	▲ Add	3+
380	KAMO MANAGED PORTFOLIO SER	0.0%	$17.87M	725.20K	+14.3%	▲ Add	3+
381	TFC Truist Financial Corporation	0.0%	$17.86M	358.57K	+4.0%	▲ Add	3+
382	CMG Chipotle Mexican Grill, Inc.	0.0%	$17.72M	521.13K	-6.7%	▼ Trim	3+
383	PFE Pfizer Inc.	0.0%	$17.64M	732.45K	-3.4%	▼ Trim	3+
384	PFFD GLOBAL X FDS	0.0%	$17.63M	943.08K	+9.4%	▲ Add	3+
385	GILD Gilead Sciences, Inc.	0.0%	$17.62M	139.44K	+2.1%	▲ Add	3+
386	IGM iShares Expanded Tech…	0.0%	$17.57M	107.39K	-12.8%	▼ Trim	3+
387	DUK Duke Energy Corporation	0.0%	$17.51M	138.36K	-2.2%	▼ Trim	3+
388	CSCO Cisco Systems, Inc.	0.0%	$17.42M	148.32K	+7.6%	▲ Add	3+
389	ADBE Adobe Inc.	0.0%	$17.42M	84.95K	+7.2%	▲ Add	3+
390	VEEV Veeva Systems Inc.	0.0%	$17.32M	97.61K	-22.8%	▼ Trim	3+
391	XIDV FRANKLIN TEMPLETON ETF TR	0.0%	$17.31M	479.50K	+15.8%	▲ Add	3+
392	IDEF iShares Defense Industrials…	0.0%	$17.21M	541.58K	+4.7%	▲ Add	2
393	BFH Bread Financial Holdings…	0.0%	$17.09M	157.70K	-0.6%	▼ Trim	3+
394	MFC Manulife Financial…	0.0%	$17.08M	421.74K	-0.8%	▼ Trim	3+
395	HYFI AB ACTIVE ETFS INC	0.0%	$17.01M	455.47K	+1.3%	▲ Add	3+
396	DFNM DIMENSIONAL ETF TRUST	0.0%	$16.95M	350.60K	+5.4%	▲ Add	3+
397	XLY State Street Consumer…	0.0%	$16.95M	144.49K	+6.4%	▲ Add	3+
398	CPRT Copart, Inc.	0.0%	$16.86M	597.92K	-2.8%	▼ Trim	3+
399	ATO Atmos Energy Corporation	0.0%	$16.83M	97.68K	+9.4%	▲ Add	3+
400	JGLO JPMorgan Global Select…	0.0%	$16.76M	235.33K	-46.0%	▼ Trim	3+
401	TJX The TJX Companies, Inc.	0.0%	$16.65M	109.88K	+5.0%	▲ Add	3+
402	ICVT iShares Convertible Bond ETF	0.0%	$16.65M	136.74K	-19.8%	▼ Trim	3+
403	BLACKROCK ETF TRUST (chưa ánh xạ)	—	$16.64M	595.21K	—		—
404	FAPR FIRST TR EXCHNG TRADED FD VI	0.0%	$16.57M	354.56K	+11.9%	▲ Add	3+
405	EOG EOG Resources, Inc.	0.0%	$16.51M	127.30K	-2.0%	▼ Trim	3+
406	FDEC FIRST TR EXCHNG TRADED FD VI	0.0%	$16.45M	301.96K	+7.1%	▲ Add	3+
407	FAUG FIRST TR EXCHNG TRADED FD VI	0.0%	$16.45M	291.06K	+7.4%	▲ Add	3+
408	FDN First Trust Dow Jones…	0.0%	$16.43M	62.08K	+4.1%	▲ Add	3+
409	BR Broadridge Financial…	0.0%	$16.43M	119.98K	+54.6%	▲ Add	3+
410	FNOV FIRST TR EXCHNG TRADED FD VI	0.0%	$16.43M	280.92K	+6.8%	▲ Add	3+
411	FSEP FIRST TR EXCHNG TRADED FD VI	0.0%	$16.42M	298.15K	+6.5%	▲ Add	3+
412	FJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$16.42M	298.01K	+6.4%	▲ Add	3+
413	ECL Ecolab Inc.	0.0%	$16.41M	58.90K	+43.9%	▲ Add	3+
414	FOCT FIRST TR EXCHNG TRADED FD VI	0.0%	$16.40M	313.66K	+6.2%	▲ Add	3+
415	HYXU ISHARES INC	0.0%	$16.40M	304.43K	+162.3%	▲ Add	2
416	FFEB FIRST TR EXCHNG TRADED FD VI	0.0%	$16.39M	268.83K	+6.9%	▲ Add	3+
417	FJUL FIRST TR EXCHNG TRADED FD VI	0.0%	$16.39M	275.32K	+7.6%	▲ Add	3+
418	FMAY FIRST TR EXCHNG TRADED FD VI	0.0%	$16.39M	291.56K	+9.6%	▲ Add	3+
419	FMAR FIRST TR EXCHNG TRADED FD VI	0.0%	$16.36M	313.12K	+8.1%	▲ Add	3+
420	FJUN FIRST TR EXCHNG TRADED FD VI	0.0%	$16.31M	272.10K	+9.6%	▲ Add	3+
421	IBB iShares Biotechnology ETF	0.0%	$16.22M	85.29K	+11.2%	▲ Add	3+
422	CGBL Capital Group Core Balanced…	0.0%	$16.18M	426.28K	+37.2%	▲ Add	3+
423	CMI Cummins Inc.	0.0%	$16.12M	22.61K	-1.4%	▼ Trim	3+
424	CTA SIMPLIFY EXCHANGE TRADED FUN	0.0%	$16.10M	620.81K	+18.0%	▲ Add	3+
425	PPA Invesco Aerospace & Defense…	0.0%	$16.06M	90.94K	+31.8%	▲ Add	3+
426	SYY Sysco Corporation	0.0%	$16.04M	191.96K	+11.7%	▲ Add	3+
427	MBB iShares MBS ETF	0.0%	$15.96M	168.84K	+4.2%	▲ Add	3+
428	IGV iShares Expanded…	0.0%	$15.93M	175.87K	+10019.1%	▲ Add	3+
429	WT WisdomTree, Inc.	0.1%	$15.92M	295.95K	+19.8%	▲ Add	3+
430	RMBS Rambus Inc.	0.0%	$15.91M	119.88K	-18.8%	▼ Trim	3+
431	VFH Vanguard Financials ETF	0.0%	$15.89M	120.75K	+144.7%	▲ Add	3+
432	SANM Sanmina Corporation	0.0%	$15.84M	62.59K	-20.8%	▼ Trim	3+
433	SUB iShares Short-Term National…	0.0%	$15.81M	148.46K	+229.3%	▲ Add	3+
434	TRU TransUnion	0.0%	$15.78M	218.69K	+1.7%	▲ Add	3+
435	XLU State Street Utilities…	0.0%	$15.76M	347.52K	-10.7%	▼ Trim	3+
436	FTGS FIRST TR EXCHANGE-TRADED FD	0.0%	$15.73M	425.00K	+6.9%	▲ Add	3+
437	UNP Union Pacific Corporation	0.0%	$15.69M	57.68K	-16.3%	▼ Trim	3+
438	WMB The Williams Companies, Inc.	0.0%	$15.68M	210.92K	+10.9%	▲ Add	3+
439	SAP SAP SE	0.0%	$15.63M	101.44K	+38.4%	▲ Add	3+
440	CAT Caterpillar Inc.	0.0%	$15.53M	14.58K	-28.9%	▼ Trim	3+
441	FTCB First Trust Core Investment…	0.0%	$15.50M	743.45K	+12.0%	▲ Add	3+
442	LITE Lumentum Holdings Inc.	0.0%	$15.46M	18.01K	+29.5%	▲ Add	3+
443	DFAU Dimensional - US Core…	0.0%	$15.45M	298.92K	+4.3%	▲ Add	3+
444	DISV Dimensional - International…	0.0%	$15.37M	383.08K	+50106.7%	▲ Add	2
445	NET Cloudflare, Inc.	0.0%	$15.29M	62.33K	+0.2%	▲ Add	3+
446	MLM Martin Marietta Materials…	0.0%	$15.21M	26.38K	-26.3%	▼ Trim	3+
447	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$15.21M	199.78K	+42.4%	▲ Add	3+
448	PLD Prologis, Inc.	0.0%	$15.16M	111.89K	+5.1%	▲ Add	3+
449	HCA HCA Healthcare, Inc.	0.0%	$15.13M	38.80K	+18.7%	▲ Add	3+
450	MCD McDonald's Corporation	0.0%	$15.10M	55.88K	+2.1%	▲ Add	3+
451	RDVY First Trust Rising Dividend…	0.0%	$14.98M	184.76K	+0.2%	▲ Add	3+
452	DFGX DIMENSIONAL ETF TRUST	0.0%	$14.96M	279.07K	+5.7%	▲ Add	3+
453	AMRZ Amrize Ltd	0.0%	$14.95M	280.42K	+11.8%	▲ Add	3+
454	EFV iShares MSCI EAFE Value ETF	0.0%	$14.92M	194.91K	+56.5%	▲ Add	3+
455	JPHY JPMorgan Active High Yield…	0.0%	$14.90M	295.23K	+2.0%	▲ Add	3+
456	STX Seagate Technology Holdings…	0.0%	$14.86M	15.40K	+303.5%	▲ Add	3+
457	VCR Vanguard Consumer…	0.0%	$14.80M	37.30K	-16.6%	▼ Trim	3+
458	FIS Fidelity National…	0.0%	$14.74M	379.15K	-5.3%	▼ Trim	3+
459	IXUS iShares Core MSCI Total…	0.0%	$14.62M	207.43K	-0.9%	▼ Trim	3+
460	IYT iShares U.S. Transportation…	0.0%	$14.52M	167.40K	+16152.4%	▲ Add	3+
461	VST Vistra Corp.	0.0%	$14.49M	91.35K	-5.8%	▼ Trim	3+
462	HYEM VANECK ETF TRUST	0.0%	$14.48M	720.01K	-1.3%	▼ Trim	3+
463	POWL Powell Industries, Inc.	0.0%	$14.42M	50.37K	+1.6% ✂	▲ Add	3+
464	FTA First Trust Large Cap Value…	0.0%	$14.27M	147.38K	+6.2%	▲ Add	3+
465	HPE Hewlett Packard Enterprise…	0.0%	$14.23M	315.46K	+119.3%	▲ Add	3+
466	EMHC SPDR SERIES TRUST	0.0%	$14.21M	558.69K	+3.1%	▲ Add	3+
467	XLB State Street Materials…	0.0%	$14.20M	279.44K	+341.3%	▲ Add	3+
468	BALI BLACKROCK ETF TRUST	0.0%	$14.14M	417.96K	+53.2%	▲ Add	3+
469	TIMB TIM S.A.	0.0%	$14.02M	654.38K	+33.4%	▲ Add	3+
470	CRL Charles River Laboratories…	0.0%	$13.94M	61.46K	+17.3%	▲ Add	3+
471	INTU Intuit Inc.	0.0%	$13.93M	53.38K	-38.7%	▼ Trim	3+
472	CSX CSX Corporation	0.0%	$13.82M	290.83K	-2.7%	▼ Trim	3+
473	FHLC Fidelity MSCI Health Care…	0.0%	$13.81M	178.83K	+64.0%	▲ Add	3+
474	SRLN State Street Blackstone…	0.0%	$13.80M	342.44K	+8.9%	▲ Add	3+
475	CASY Casey's General Stores, Inc.	0.0%	$13.72M	17.27K	+7.5%	▲ Add	3+
476	SHW The Sherwin-Williams Company	0.0%	$13.66M	39.67K	+19.6%	▲ Add	3+
477	HALO Halozyme Therapeutics, Inc.	0.0%	$13.65M	174.33K	+4.6%	▲ Add	3+
478	SCI Service Corporation…	0.0%	$13.64M	179.52K	+19.3%	▲ Add	3+
479	VV Vanguard Morningstar…	0.0%	$13.58M	39.49K	-10.6%	▼ Trim	3+
480	CTAS Cintas Corporation	0.0%	$13.57M	79.76K	+228.9%	▲ Add	3+
481	LALT FIRST TR EXCHNG TRADED FD VI	0.0%	$13.49M	561.55K	Mới	New	1
482	NUSC NUSHARES ETF TR	0.0%	$13.40M	257.01K	-1.8%	▼ Trim	3+
483	SPY State Street SPDR S&P 500…	0.0%	$13.26M	17.76K	+20.9%	▲ Add	3+
484	FLRN State Street SPDR Bloomberg…	0.0%	$13.25M	429.45K	+30164.3%	▲ Add	3+
485	DOC Healthpeak Properties, Inc.	0.0%	$13.25M	618.95K	+16.3%	▲ Add	3+
486	FLCB Franklin U.S. Core Bond ETF	0.0%	$13.17M	615.23K	+20.2%	▲ Add	3+
487	DPZ Domino's Pizza, Inc.	0.0%	$13.16M	44.45K	+35177.0%	▲ Add	3+
488	LAMR Lamar Advertising Company	0.0%	$13.15M	84.29K	-38.9%	▼ Trim	3+
489	BIO Bio-Rad Laboratories, Inc.	0.0%	$13.00M	44.28K	+13.6%	▲ Add	3+
490	CAVA CAVA Group, Inc.	0.0%	$12.91M	164.53K	-12.1%	▼ Trim	3+
491	GRID First Trust NASDAQ Clean…	0.0%	$12.88M	67.17K	+10.8%	▲ Add	3+
492	XEL Xcel Energy Inc.	0.0%	$12.84M	159.86K	+0.4%	▲ Add	3+
493	IWC ISHARES TR	0.0%	$12.80M	63.99K	+98346.1%	▲ Add	3+
494	PZA Invesco National AMT-Free…	0.0%	$12.68M	539.24K	-0.1%	▼ Trim	3+
495	CLOA BLACKROCK ETF TRUST II	0.0%	$12.61M	242.83K	-16.2%	▼ Trim	3+
496	ZBRA Zebra Technologies…	0.0%	$12.60M	47.87K	+15.7%	▲ Add	3+
497	HOOD Robinhood Markets, Inc.	0.0%	$12.59M	125.55K	-6.1%	▼ Trim	3+
498	RKLB Rocket Lab USA, Inc.	0.0%	$12.55M	123.48K	+21.6%	▲ Add	3+
499	VRSN VeriSign, Inc.	0.0%	$12.55M	49.88K	-18.7%	▼ Trim	3+
500	DGRO iShares Core Dividend…	0.0%	$12.54M	165.45K	+11.1%	▲ Add	3+

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
IYM	152.87K	—	Mới	$27.45M	0.0%
DFTX Definium Therapeutics…	396.54K	—	Mới	$18.65M	0.0%
LALT	561.55K	—	Mới	$13.49M	0.0%
SECU	243.81K	—	Mới	$12.16M	0.0%
SPCX Space Exploration…	44.97K	—	Mới	$7.68M	0.0%
IALT iShares Systematic…	243.89K	—	Mới	$6.84M	0.0%
GGOV iShares Global…	63.88K	—	Mới	$3.21M	0.0%
IGHG	31.16K	—	Mới	$2.44M	0.0%
HONA Honeywell Aerospace Inc	9.45K	—	Mới	$2.09M	0.0%
EFSC Enterprise Financial…	31.15K	—	Mới	$2.05M	0.0%
TLTD	19.68K	—	Mới	$1.93M	0.0%
SCIO	64.86K	—	Mới	$1.34M	0.0%
TTMI TTM Technologies, Inc.	6.11K	—	Mới	$1.14M	0.0%
FDXF FedEx Freight Holding…	5.57K	—	Mới	$840,768	0.0%
BKGI	16.12K	—	Mới	$724,916	0.0%
CELC Celcuity Inc.	5.89K	—	Mới	$616,526	0.0%
TLTE	3.64K	—	Mới	$281,568	0.0%
CGHY	9.70K	—	Mới	$245,676	0.0%
VBIL	2.72K	—	Mới	$205,925	0.0%
YSWY	9.92K	—	Mới	$201,335	0.0%
BSMS	7.10K	—	Mới	$166,330	0.0%
AVEX	5.92K	—	Mới	$123,690	0.0%
SPXL Direxion Daily S&P 500…	406	—	Mới	$109,892	0.0%
WLY John Wiley & Sons, Inc.	2.25K	—	Mới	$108,953	0.0%
SUJA	9.88K	—	Mới	$100,381	0.0%
QNT Quantinuum Inc. Class A…	1.13K	—	Mới	$92,448	0.0%
FRBT	4.86K	—	Mới	$88,944	0.0%
HUSV	2.10K	—	Mới	$82,482	0.0%
TEN Tsakos Energy…	1.97K	—	Mới	$69,750	0.0%
CECO CECO Environmental Corp.	753	—	Mới	$68,327	0.0%
VGNT Versigent PLC	1.48K	—	Mới	$61,965	0.0%
BKMI BNY Mellon Municipal…	2.21K	—	Mới	$58,304	0.0%
FLNG FLEX LNG Ltd	2.03K	—	Mới	$57,018	0.0%
HAWK	2.77K	—	Mới	$56,009	0.0%
FRVO Fervo Energy Company	1.88K	—	Mới	$54,865	0.0%
IDR Idaho Strategic…	1.58K	—	Mới	$51,712	0.0%
BSCQ Invesco BulletShares…	2.36K	—	Mới	$46,001	0.0%
BSCS Invesco BulletShares…	2.14K	—	Mới	$43,642	0.0%
TRMD TORM plc	1.59K	—	Mới	$41,383	0.0%
PSFF	1.20K	—	Mới	$41,172	0.0%
TOLZ	585	—	Mới	$34,673	0.0%
IYC	336	—	Mới	$33,970	0.0%
BSVO EA Bridgeway Omni…	1.15K	—	Mới	$33,539	0.0%
TGRT	729	—	Mới	$33,330	0.0%
DFSB	598	—	Mới	$31,183	0.0%
SPTX	1.43K	—	Mới	$31,081	0.0%
KOP Koppers Holdings Inc.	679	—	Mới	$30,487	0.0%
BXDC	1.39K	—	Mới	$30,152	0.0%
CFA	300	—	Mới	$29,640	0.0%
IDUB	1.05K	—	Mới	$28,969	0.0%
NRK	2.64K	—	Mới	$28,333	0.0%
PZT	1.23K	—	Mới	$28,009	0.0%
TBIL F/m US Treasury 3 Month…	554	—	Mới	$27,622	0.0%
ECPG Encore Capital Group…	257	—	Mới	$23,976	0.0%
OSCV	550	—	Mới	$23,205	0.0%
JETS U.S. Global Jets ETF	695	—	Mới	$23,088	0.0%
DMAR	504	—	Mới	$22,545	0.0%
PIO	476	—	Mới	$21,406	0.0%
DTCR	696	—	Mới	$21,138	0.0%
FNK	317	—	Mới	$19,436	0.0%
RDIV	311	—	Mới	$18,038	0.0%
FTRI	1.10K	—	Mới	$17,394	0.0%
SILJ Amplify Junior Silver…	671	—	Mới	$17,392	0.0%
NHP	1.17K	—	Mới	$17,097	0.0%
AIO	580	—	Mới	$16,281	0.0%
SPVM	200	—	Mới	$14,883	0.0%
BSMT	633	—	Mới	$14,578	0.0%
EMF	613	—	Mới	$14,234	0.0%
TRI Thomson Reuters…	166	—	Mới	$13,576	0.0%
SEB Seaboard Corporation	3	—	Mới	$13,393	0.0%
HESM Hess Midstream LP	344	—	Mới	$12,934	0.0%
GSEW	128	—	Mới	$12,086	0.0%
HG Hamilton Insurance…	350	—	Mới	$11,879	0.0%
BOW	381	—	Mới	$11,403	0.0%
ETW	1.09K	—	Mới	$10,556	0.0%
FAB	102	—	Mới	$10,353	0.0%
THNQ	112	—	Mới	$10,216	0.0%
DFAW	123	—	Mới	$10,211	0.0%
BST	200	—	Mới	$10,142	0.0%
TPYP	235	—	Mới	$9,854	0.0%
GPIX Goldman Sachs S&P 500…	176	—	Mới	$9,788	0.0%
AVES	146	—	Mới	$9,578	0.0%
FEBW	250	—	Mới	$8,885	0.0%
DJUL	166	—	Mới	$8,324	0.0%
DBAW	171	—	Mới	$8,290	0.0%
XPH	125	—	Mới	$8,284	0.0%
IGR	1.74K	—	Mới	$8,003	0.0%
NEXT Nextdecade Corp	1.00K	—	Mới	$7,540	0.0%
QDEC	210	—	Mới	$7,478	0.0%
GMOI	199	—	Mới	$7,459	0.0%
BUFS	291	—	Mới	$7,301	0.0%
GJUN	177	—	Mới	$7,291	0.0%
BUFZ	258	—	Mới	$7,206	0.0%
VSTS Vestis Corporation	460	—	Mới	$6,679	0.0%
FTMU	808	—	Mới	$6,407	0.0%
FSCO	1.07K	—	Mới	$5,344	0.0%
IBTP	204	—	Mới	$5,179	0.0%
IBTO	214	—	Mới	$5,164	0.0%
EQWL Invesco S&P 100 Equal…	39	—	Mới	$5,032	0.0%
VTES	49	—	Mới	$4,964	0.0%
FSK	455	—	Mới	$4,778	0.0%
USCI	46	—	Mới	$4,261	0.0%
DPST	29	—	Mới	$4,101	0.0%
FWD Alliance Bernstein - AB…	26	—	Mới	$3,851	0.0%
ETO	122	—	Mới	$3,766	0.0%
RNP	181	—	Mới	$3,674	0.0%
DBMF iMGP DBi Managed…	112	—	Mới	$3,428	0.0%
CCD	131	—	Mới	$3,376	0.0%
APMU	132	—	Mới	$3,307	0.0%
SA Seabridge Gold Inc.	110	—	Mới	$2,831	0.0%
XSLV	54	—	Mới	$2,830	0.0%
IREN IREN Limited	61	—	Mới	$2,790	0.0%
FTMH	223	—	Mới	$2,649	0.0%
FLO Flowers Foods, Inc.	327	—	Mới	$2,583	0.0%
KELYA	210	—	Mới	$2,579	0.0%
IBTK	126	—	Mới	$2,462	0.0%
JBBB	48	—	Mới	$2,273	0.0%
OCC	100	—	Mới	$2,097	0.0%
PNQI	45	—	Mới	$2,051	0.0%
IBTL	96	—	Mới	$1,938	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
VOO Vanguard S&P 500 ETF	4.04M	3.72M	+8.5%	$2.77B	4.8%	●●○○○○
MGV Vanguard Morningstar…	15.84M	15.60M	+1.6%	$2.59B	4.5%	●●○○○○
NVDA NVIDIA Corporation	6.16M	5.86M	+5.2%	$1.23B	2.1%	●●○○○○
VBR Vanguard Morningstar…	4.87M	4.08M	+19.5%	$1.18B	2.0%
MINT PIMCO Enhanced Short…	10.40M	9.66M	+7.7%	$1.05B	1.8%	●●○○○○
GOOGL Alphabet Inc.	2.73M	2.60M	+5.2%	$976.70M	1.7%	●●○○○○
IEFA iShares Core MSCI EAFE…	9.55M	8.78M	+8.8%	$922.78M	1.6%	●●○○○○
AAPL Apple Inc.	3.09M	2.98M	+3.5%	$893.64M	1.5%	●●○○○○
VOE Vanguard Morningstar…	4.43M	4.33M	+2.2%	$874.74M	1.5%
IEMG iShares Core MSCI…	9.53M	9.30M	+2.5%	$789.58M	1.4%	●●○○○○
MSFT Microsoft Corporation	2.10M	2.02M	+3.6%	$782.26M	1.3%	●●○○○○
VOT Vanguard Morningstar…	2.15M	2.14M	+0.4%	$658.65M	1.1%
GOVT iShares U.S. Treasury…	27.42M	26.18M	+4.8%	$624.72M	1.1%	●●○○○○
JNK State Street SPDR…	6.24M	5.88M	+6.2%	$601.14M	1.0%	●●○○○○
SHYG iShares 0-5 Year High…	13.27M	12.58M	+5.4%	$562.64M	1.0%	●●○○○○
IVV iShares Core S&P 500 ETF	750.26K	527.60K	+42.2%	$561.86M	1.0%
META Meta Platforms, Inc.	981.82K	948.12K	+3.5%	$553.05M	1.0%	●●○○○○
BND Vanguard Total Bond…	7.25M	4.95M	+46.4%	$532.30M	0.9%	●●○○○○
USIG iShares Broad USD…	10.30M	10.17M	+1.2%	$528.20M	0.9%	●●○○○○
SPTM State Street SPDR…	5.51M	5.44M	+1.3%	$500.07M	0.9%	●●○○○○
VTI Vanguard Morningstar…	1.30M	1.03M	+25.9%	$481.78M	0.8%	●●○○○○
AMZN Amazon.com, Inc.	1.99M	1.83M	+8.8%	$474.83M	0.8%	●●○○○○
IEI iShares 3-7 Year…	3.94M	3.35M	+17.5%	$462.74M	0.8%	●●○○○○
VTV Vanguard Morningstar…	1.99M	1.41M	+41.6%	$434.40M	0.7%
VEA Vanguard FTSE Developed…	5.75M	5.30M	+8.4%	$409.52M	0.7%	●●○○○○
SHY iShares 1-3 Year…	4.58M	3.18M	+44.2%	$375.89M	0.6%	●●○○○○
UTHR United Therapeutics…	624.07K	616.05K	+1.3%	$338.14M	0.6%
BNDX Vanguard Total…	7.50M	6.39M	+17.4%	$363.28M	0.6%	●●○○○○
MUB iShares National Muni…	3.35M	3.20M	+4.9%	$360.81M	0.6%	●●○○○○
SYF Synchrony Financial	4.40M	4.34M	+1.5%	$334.83M	0.6%	●●○○○○
VXF Vanguard Extended…	1.32M	1.28M	+3.0%	$325.34M	0.6%	●●○○○○
TSM Taiwan Semiconductor…	597.04K	556.58K	+7.3%	$285.13M	0.5%	●●○○○○
JPM JPMorgan Chase & Co.	853.62K	822.40K	+3.8%	$279.41M	0.5%	●●○○○○
SPYM State Street SPDR…	3.16M	3.05M	+3.6%	$277.99M	0.5%
AMAT Applied Materials, Inc.	383.42K	370.48K	+3.5%	$277.21M	0.5%
DFAC Dimensional - US Core…	5.63M	2.29M	+146.1%	$249.90M	0.4%	●●○○○○
TLH iShares 10-20 Year…	2.45M	2.27M	+7.8%	$245.55M	0.4%	●●○○○○
WDC Western Digital…	364.89K	239.01K	+52.7%	$233.07M	0.4%
VB Vanguard Morningstar…	709.61K	243.10K	+191.9%	$215.10M	0.4%
PG The Procter & Gamble…	1.40M	1.38M	+1.6%	$205.26M	0.4%	●●○○○○
GOOG Alphabet Inc.	568.02K	562.52K	+1.0%	$200.70M	0.3%	●●○○○○
SCHX Schwab U.S. Large-Cap…	6.63M	6.52M	+1.7%	$195.01M	0.3%	●●○○○○
IEUR iShares Core MSCI…	2.55M	2.38M	+7.1%	$191.73M	0.3%	●●○○○○
EXEL Exelixis, Inc.	3.43M	3.39M	+1.3%	$186.83M	0.3%	●●○○○○
VZ Verizon Communications…	3.77M	3.66M	+2.9%	$159.43M	0.3%
SPIB State Street SPDR…	5.30M	5.20M	+1.9%	$177.31M	0.3%	●●○○○○
SPTL State Street SPDR…	6.11M	5.83M	+4.9%	$160.39M	0.3%	●●○○○○
VSS Vanguard FTSE All-World…	1.02M	742.77K	+37.7%	$157.80M	0.3%	●●○○○○
TSLA Tesla, Inc.	373.93K	366.76K	+2.0%	$157.28M	0.3%	●●○○○○
LRCX Lam Research Corporation	340.83K	331.61K	+2.8%	$147.69M	0.3%	●●○○○○
AGG iShares Core U.S.…	1.48M	590.56K	+149.8%	$146.05M	0.3%
PM Philip Morris…	742.79K	709.81K	+4.7%	$134.38M	0.2%	●●○○○○
VGT Vanguard Information…	1.10M	135.65K	+0.9% ✂	$130.90M	0.2%	●●○○○○
VNQ Vanguard Real Estate ETF	1.35M	864.88K	+56.3%	$130.32M	0.2%	●●○○○○
USMV iShares MSCI USA Min…	1.35M	1.34M	+0.2%	$129.88M	0.2%
MA Mastercard Incorporated	250.52K	244.32K	+2.5%	$128.67M	0.2%	●●○○○○
DUHP Dimensional - US High…	3.08M	3.42K	+89820.7%	$128.48M	0.2%	●●○○○○
CFG Citizens Financial…	1.81M	1.79M	+1.1%	$126.71M	0.2%	●●○○○○
VCRB Vanguard Core Bond ETF	1.57M	1.38M	+13.7%	$121.62M	0.2%	●●○○○○
EIX Edison International	1.62M	1.60M	+1.0%	$120.46M	0.2%	●●○○○○
DFIC Dimensional -…	3.13M	4.30K	+72671.1%	$116.70M	0.2%
CMCSA Comcast Corporation	4.12M	4.06M	+1.5%	$101.18M	0.2%	●●○○○○
V Visa Inc.	338.32K	299.16K	+13.1%	$116.08M	0.2%	●●○○○○
CF CF Industries Holdings…	1.07M	18.44K	+5708.8%	$115.97M	0.2%	●●○○○○
VEU Vanguard FTSE All-World…	1.36M	693.56K	+95.7%	$113.64M	0.2%
BKNG Booking Holdings Inc.	637.57K	22.16K	+15.1% ✂	$113.64M	0.2%	●●○○○○
EWC iShares MSCI Canada ETF	1.94M	1.80M	+7.5%	$111.57M	0.2%	●●○○○○
SCHW The Charles Schwab…	1.19M	1.11M	+7.0%	$109.98M	0.2%	●●○○○○
VCIT Vanguard…	1.32M	1.22M	+8.2%	$108.87M	0.2%
FLOT iShares Floating Rate…	2.08M	1.97M	+6.0%	$106.40M	0.2%	●●○○○○
EG Everest Group, Ltd.	296.81K	287.85K	+3.1%	$106.03M	0.2%	●●○○○○
BSV Vanguard Short-Term…	1.35M	310.69K	+334.6%	$105.21M	0.2%	●●○○○○
NXT Nextpower Inc.	879.61K	840.97K	+4.6%	$104.80M	0.2%	●●○○○○
HIG The Hartford Insurance…	787.53K	768.04K	+2.5%	$104.36M	0.2%	●●○○○○
BIV Vanguard…	1.35M	15.86K	+8390.1%	$103.28M	0.2%	●●○○○○
SPTI State Street SPDR…	3.62M	3.10M	+16.5%	$102.67M	0.2%	●●○○○○
ACGL Arch Capital Group Ltd.	1.05M	1.04M	+1.3%	$101.92M	0.2%	●●○○○○
IUSB iShares Core Universal…	2.16M	1.86M	+16.0%	$99.77M	0.2%	●●○○○○
AFL Aflac Incorporated	816.74K	801.69K	+1.9%	$95.76M	0.2%
WFC Wells Fargo & Company	1.16M	1.06M	+8.7%	$95.64M	0.2%
ASML ASML Holding N.V.	48.02K	42.64K	+12.6%	$95.53M	0.2%	●●○○○○
VWO Vanguard FTSE Emerging…	1.59M	1.09M	+46.1%	$94.63M	0.2%	●●○○○○
USHY iShares Broad USD High…	2.52M	2.38M	+5.8%	$93.38M	0.2%	●●○○○○
VO Vanguard Morningstar…	1.12M	269.88K	+3.7% ✂	$90.17M	0.2%
AMGN Amgen Inc.	248.53K	243.85K	+1.9%	$90.00M	0.2%	●●○○○○
JPST JPMorgan Ultra-Short…	1.78M	1.63M	+9.1%	$89.96M	0.2%	●●○○○○
BKLN Invesco Senior Loan ETF	4.38M	4.38M	0.0%	$89.16M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	1.70M	1.69M	+0.2%	$88.88M	0.2%	●●○○○○
XLE State Street Energy…	1.63M	1.28M	+27.9%	$86.79M	0.1%	●●○○○○
BBUS JPMorgan BetaBuilders…	628.00K	570.25K	+10.1%	$84.60M	0.1%	●●○○○○
VTIP Vanguard Short-Term…	1.67M	956.75K	+74.9%	$84.06M	0.1%
XONA.DE Exxon Mobil Corporation	547.42K	492.31K	+11.2%	$74.84M	0.1%	●●○○○○
WT WisdomTree, Inc.	1.55M	1.30M	+19.8%	$83.17M	0.1%	●●○○○○
GE GE Aerospace	220.48K	132.57K	+66.3%	$82.40M	0.1%
SHV iShares Trust iShares…	736.80K	670.66K	+9.9%	$81.31M	0.1%
IAGG iShares Core…	1.60M	1.30M	+22.4%	$80.75M	0.1%	●●○○○○
ED Consolidated Edison…	717.11K	698.13K	+2.7%	$79.33M	0.1%
VRIG Invesco Variable Rate…	3.14M	159.02K	+1873.8%	$78.69M	0.1%
FSLR First Solar, Inc.	333.31K	21.24K	+1469.4%	$78.65M	0.1%	●●○○○○
INGR Ingredion Incorporated	732.21K	697.22K	+5.0%	$69.35M	0.1%	●●○○○○
LLY Eli Lilly and Company	65.28K	60.44K	+8.0%	$78.30M	0.1%	●●○○○○
SPEM State Street SPDR…	1.51M	1.46M	+3.3%	$77.99M	0.1%
DFIS Dimensional -…	2.22M	4.04K	+54900.1%	$77.91M	0.1%	●●○○○○
IGLB iShares 10+ Year…	1.55M	1.52M	+2.6%	$77.79M	0.1%	●●○○○○
IXJ iShares Global…	786.48K	92	+854769.6%	$77.37M	0.1%	●●○○○○
EWW iShares MSCI Mexico ETF	997.99K	2.87K	+34624.7%	$75.12M	0.1%	●●○○○○
IAU iShares Gold Trust	985.62K	843.00K	+16.9%	$74.42M	0.1%
OMC Omnicom Group Inc.	1.01M	931.93K	+8.8%	$73.85M	0.1%	●●○○○○
HYD VanEck High Yield Muni…	1.41M	1.28M	+10.1%	$72.59M	0.1%
NVS Novartis AG	442.98K	403.77K	+9.7%	$69.42M	0.1%
SPBO	2.33M	2.17M	+7.3%	$67.61M	0.1%	●●○○○○
OHI Omega Healthcare…	1.41M	1.41M	+0.5%	$67.41M	0.1%
VOX Vanguard Communication…	365.42K	342.93K	+6.6%	$67.22M	0.1%	●●○○○○
CGDV Capital Group Dividend…	1.36M	845.68K	+60.8%	$67.01M	0.1%	●●○○○○
UNH UnitedHealth Group…	160.85K	138.08K	+16.5%	$66.86M	0.1%
BDX Becton, Dickinson and…	437.42K	355.45K	+23.1%	$66.20M	0.1%	●●○○○○
EXPD Expeditors…	402.06K	374.67K	+7.3%	$65.53M	0.1%	●●○○○○
MDT Medtronic plc	815.89K	645.15K	+26.5%	$63.83M	0.1%	●●○○○○
TXN Texas Instruments…	212.91K	179.62K	+18.5%	$63.46M	0.1%	●●○○○○
ELV Elevance Health Inc.	158.97K	145.53K	+9.2%	$61.48M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
MGK Vanguard Morningstar…	42.39M	8.49M	-0.1% ✂	$3.73B	6.4%	●●○○○○
VBK Vanguard Morningstar…	1.61M	1.61M	-0.1%	$588.17M	1.0%
AVGO Broadcom Inc.	1.56M	1.61M	-3.3%	$587.54M	1.0%
HYG iShares iBoxx $ High…	6.91M	6.94M	-0.5%	$552.50M	0.9%	●●○○○○
BIL State Street SPDR…	4.60M	5.71M	-19.4%	$421.57M	0.7%
IGIB iShares 5-10 Year…	7.89M	8.00M	-1.4%	$419.32M	0.7%
VMBS Vanguard…	8.80M	8.85M	-0.6%	$412.14M	0.7%
MU Micron Technology, Inc.	347.21K	373.69K	-7.1%	$400.78M	0.7%
MTUM iShares MSCI USA…	1.14M	1.17M	-2.9%	$391.03M	0.7%	●●○○○○
KLAC KLA Corporation	1.16M	117.28K	-1.3% ✂	$349.10M	0.6%
NEM Newmont Corporation	3.02M	3.04M	-0.9%	$281.76M	0.5%
T AT&T Inc.	10.78M	10.93M	-1.4%	$223.11M	0.4%
VUG Vanguard Morningstar…	3.50M	593.63K	-1.8% ✂	$301.43M	0.5%
FOXA Fox Corporation	4.50M	4.96M	-9.4%	$234.49M	0.4%
UAL United Airlines…	1.56M	1.62M	-3.8%	$211.61M	0.4%
MO Altria Group, Inc.	2.67M	2.68M	-0.5%	$191.92M	0.3%
IJR iShares Core S&P…	1.09M	1.15M	-5.0%	$162.22M	0.3%	●●○○○○
IDEV iShares Core MSCI…	1.64M	1.71M	-4.3%	$145.98M	0.3%
RCL Royal Caribbean Cruises…	433.93K	448.08K	-3.2%	$137.78M	0.2%
XLK State Street Technology…	689.66K	690.64K	-0.1%	$131.39M	0.2%	●●○○○○
IEF iShares 7-10 Year…	590.83K	1.34M	-55.8%	$55.87M	0.1%
BRK-B Berkshire Hathaway Inc.	250.49K	253.24K	-1.1%	$125.34M	0.2%
TIP iShares TIPS Bond ETF	1.07M	1.08M	-1.6%	$116.55M	0.2%	●●○○○○
AMD Advanced Micro Devices…	203.01K	206.96K	-1.9%	$117.93M	0.2%	●●○○○○
TLT iShares 20+ Year…	136.40K	1.34M	-89.8%	$11.79M	0.0%	●●○○○○
JIRE JPMorgan International…	1.39M	1.48M	-5.9%	$115.05M	0.2%	●●○○○○
QCOM QUALCOMM Incorporated	621.98K	661.01K	-5.9%	$114.93M	0.2%
DYNF iShares U.S. Equity…	1.66M	1.70M	-2.3%	$113.15M	0.2%
WSM Williams-Sonoma, Inc.	474.02K	477.06K	-0.6%	$110.49M	0.2%
MRSH Marsh & McLennan…	64.60K	628.69K	-89.7%	$10.77M	0.0%	●●○○○○
LQD iShares iBoxx $…	974.53K	996.59K	-2.2%	$106.29M	0.2%	●●○○○○
DFAX Dimensional World ex…	2.81M	2.88M	-2.1%	$103.69M	0.2%	●●○○○○
VYM Vanguard High Dividend…	581.76K	662.03K	-12.1%	$91.93M	0.2%	●●○○○○
SPDW State Street SPDR…	1.57M	2.05M	-23.3%	$79.13M	0.1%	●●○○○○
SCHG Schwab U.S. Large-Cap…	2.59M	2.91M	-11.0%	$87.57M	0.2%
COMT	262.63K	2.56M	-89.7%	$7.98M	0.0%
USDU	3.10M	3.13M	-0.9%	$82.97M	0.1%
NRG NRG Energy, Inc.	262.93K	561.46K	-53.2%	$38.40M	0.1%	●●○○○○
DXJ WisdomTree Japan Hedged…	447.64K	507.30K	-11.8%	$77.67M	0.1%
CWB State Street SPDR…	743.03K	842.98K	-11.9%	$80.11M	0.1%	●●○○○○
XBI State Street SPDR S&P…	496.74K	623.01K	-20.3%	$78.61M	0.1%	●●○○○○
IPAC iShares Core MSCI…	940.86K	953.77K	-1.4%	$77.08M	0.1%	●●○○○○
RPV Invesco S&P 500 Pure…	4.86K	708.91K	-99.3%	$553,122	0.0%
SCHP Schwab US TIPS ETF	2.07M	2.69M	-22.9%	$54.93M	0.1%
SPSM State Street SPDR…	1.24M	1.44M	-13.8%	$71.50M	0.1%	●●○○○○
ACWI iShares MSCI ACWI ETF	432.68K	433.89K	-0.3%	$67.92M	0.1%
PEG Public Service…	800.42K	837.77K	-4.5%	$64.96M	0.1%	●●○○○○
CVS CVS Health Corp.	646.51K	728.29K	-11.2%	$66.88M	0.1%	●●○○○○
COST Costco Wholesale…	64.68K	66.11K	-2.1%	$60.51M	0.1%
KGC Kinross Gold Corporation	1.89M	2.10M	-10.4%	$44.52M	0.1%
DHI D.R. Horton, Inc.	392.03K	424.99K	-7.8%	$63.85M	0.1%	●●○○○○
PHM PulteGroup, Inc.	455.10K	499.78K	-8.9%	$62.44M	0.1%	●●○○○○
VICI VICI Properties Inc.	2.23M	2.27M	-1.8%	$59.10M	0.1%
SJNK State Street SPDR…	2.45M	2.48M	-1.2%	$61.22M	0.1%
XLF State Street Financial…	1.09M	1.09M	-0.8%	$58.20M	0.1%
HYS	531.70K	613.51K	-13.3%	$49.72M	0.1%
PLTR Palantir Technologies…	370.58K	380.53K	-2.6%	$43.24M	0.1%
ADI Analog Devices, Inc.	138.54K	142.27K	-2.6%	$55.02M	0.1%	●●○○○○
SNA Snap-on Incorporated	135.34K	140.39K	-3.6%	$54.46M	0.1%	●●○○○○
MTG MGIC Investment…	1.89M	1.93M	-2.1%	$53.17M	0.1%	●●○○○○
LVHI Franklin International…	1.24M	1.26M	-1.5%	$50.24M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	321.55K	457.07K	-29.6%	$41.10M	0.1%
ASHR Xtrackers Harvest CSI…	1.36M	1.50M	-9.8%	$49.69M	0.1%
XLC State Street…	380.20K	447.49K	-15.0%	$40.73M	0.1%	●●○○○○
ICLN	88.83K	2.66M	-96.7%	$1.82M	0.0%	●●○○○○
PPC Pilgrim's Pride…	1.12M	1.24M	-9.4%	$31.51M	0.1%
TMHC Taylor Morrison Home…	165.25K	791.74K	-79.1%	$11.86M	0.0%	●●○○○○
BBCA JPMorgan BetaBuilders…	455.81K	467.91K	-2.6%	$45.31M	0.1%	●●○○○○
MNST Monster Beverage…	468.91K	481.42K	-2.6%	$45.07M	0.1%	●●○○○○
LIN Linde plc	79.35K	89.91K	-11.7%	$41.18M	0.1%
VGLT Vanguard Long-Term…	726.06K	802.47K	-9.5%	$40.06M	0.1%
XLV State Street Health…	248.54K	299.15K	-16.9%	$39.43M	0.1%
APD Air Products and…	149.46K	150.00K	-0.4%	$43.82M	0.1%
UBER Uber Technologies, Inc.	593.37K	600.73K	-1.2%	$42.82M	0.1%
CDNS Cadence Design Systems…	111.12K	111.46K	-0.3%	$41.71M	0.1%
BAC Bank of America…	728.30K	738.07K	-1.3%	$41.50M	0.1%	●●○○○○
C Citigroup Inc.	292.76K	333.81K	-12.3%	$40.97M	0.1%
VGIT Vanguard…	621.42K	687.28K	-9.6%	$36.65M	0.1%
SNOW Snowflake Inc.	158.44K	184.80K	-14.3%	$40.32M	0.1%	●●○○○○
SBUX Starbucks Corporation	117.41K	432.73K	-72.9%	$12.00M	0.0%
INTU Intuit Inc.	53.38K	87.14K	-38.7%	$13.93M	0.0%
VYMI Vanguard International…	312.30K	397.65K	-21.5%	$30.67M	0.1%	●●○○○○
BAI iShares A.I. Innovation…	695.06K	732.67K	-5.1%	$36.64M	0.1%
SPAB State Street SPDR…	836.30K	1.39M	-40.0%	$21.34M	0.0%
DVY iShares Select Dividend…	219.48K	220.49K	-0.5%	$34.31M	0.1%	●●○○○○
GLDM SPDR Gold MiniShares…	293.31K	369.34K	-20.6%	$23.29M	0.0%	●●○○○○
BBIN JPMorgan BetaBuilders…	432.92K	438.55K	-1.3%	$33.80M	0.1%	●●○○○○
TFLO iShares Treasury…	466.40K	658.90K	-29.2%	$23.61M	0.0%	●●○○○○
LMBS First Trust Low…	643.30K	657.29K	-2.1%	$32.02M	0.1%
VTWG	113.05K	114.80K	-1.5%	$32.52M	0.1%
HYLB Xtrackers USD High…	885.30K	890.13K	-0.5%	$32.33M	0.1%
NOW ServiceNow, Inc.	196.74K	306.38K	-35.8%	$19.53M	0.0%
TFI State Street SPDR…	680.59K	703.28K	-3.2%	$31.17M	0.1%
JFLX	619.51K	630.26K	-1.7%	$31.22M	0.1%	●●○○○○
CB Chubb Limited	88.12K	95.24K	-7.5%	$30.03M	0.1%	●●○○○○
PANW Palo Alto Networks, Inc.	89.52K	93.07K	-3.8%	$30.53M	0.1%
EMBJ Embraer S.A.	344.97K	509.96K	-32.4%	$22.01M	0.0%
CERY	849.04K	855.81K	-0.8%	$28.38M	0.0%
BINC iShares Flexible Income…	487.83K	577.32K	-15.5%	$25.53M	0.0%
GVI iShares Intermediate…	4.80K	278.31K	-98.3%	$509,150	0.0%	●●○○○○
TOL Toll Brothers, Inc.	179.60K	191.10K	-6.0%	$29.59M	0.1%
EWX	1.79K	446.43K	-99.6%	$133,304	0.0%	●●○○○○
LEN Lennar Corporation	315.73K	325.35K	-3.0%	$28.57M	0.0%	●●○○○○
IDXX IDEXX Laboratories, Inc.	46.43K	50.82K	-8.7%	$24.44M	0.0%	●●○○○○
NBOS	1.02M	1.04M	-1.7%	$28.55M	0.0%	●●○○○○
A Agilent Technologies…	214.81K	231.44K	-7.2%	$28.53M	0.0%	●●○○○○
JGLO JPMorgan Global Select…	235.33K	436.17K	-46.0%	$16.76M	0.0%	●●○○○○
XLP State Street Consumer…	25.47K	345.89K	-92.6%	$2.12M	0.0%	●●○○○○
HD The Home Depot, Inc.	73.58K	84.47K	-12.9%	$25.95M	0.0%
AKRE Akre Focus ETF	461.21K	517.40K	-10.9%	$24.53M	0.0%	●●○○○○
PH Parker-Hannifin…	24.15K	30.12K	-19.8%	$23.63M	0.0%
MPWR Monolithic Power…	19.46K	20.32K	-4.2%	$26.90M	0.0%	●●○○○○
BLK BlackRock, Inc.	24.20K	27.77K	-12.8%	$23.27M	0.0%
CRM Salesforce, Inc.	138.92K	141.16K	-1.6%	$21.76M	0.0%
IDV iShares International…	492.39K	612.26K	-19.6%	$20.40M	0.0%	●●○○○○
SHOP Shopify Inc.	204.96K	219.10K	-6.5%	$23.40M	0.0%
ISRG Intuitive Surgical, Inc.	52.64K	55.91K	-5.8%	$20.93M	0.0%	●●○○○○
AXP American Express Company	58.19K	83.78K	-30.5%	$19.68M	0.0%
SNY Sanofi	211.01K	509.46K	-58.6%	$9.00M	0.0%
CARR Carrier Global…	334.63K	408.81K	-18.1%	$24.54M	0.0%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
TEFOF	—	266.55K	Thoát	$1.17M	0.0%
TERN Terns Pharmaceuticals…	—	16.16K	Thoát	$851,797	0.0%
XRT State Street SPDR S&P…	—	5.14K	Thoát	$413,616	0.0%
CTRA Coterra Energy Inc.	—	11.11K	Thoát	$390,493	0.0%
MASI Masimo Corporation	—	2.07K	Thoát	$367,835	0.0%
APCB	—	8.43K	Thoát	$248,322	0.0%
SEE Sealed Air Corporation	—	5.88K	Thoát	$247,254	0.0%
BUFC AB Conservative Buffer…	—	5.95K	Thoát	$241,883	0.0%
HYMU	—	9.36K	Thoát	$206,129	0.0%
XMPT	—	8.77K	Thoát	$188,598	0.0%
OPCH Option Care Health, Inc.	—	3.64K	Thoát	$98,096	0.0%
HOLX Hologic, Inc.	—	1.25K	Thoát	$94,790	0.0%
LCII LCI Industries	—	735	Thoát	$90,390	0.0%
VITL Vital Farms, Inc.	—	5.73K	Thoát	$80,936	0.0%
CSGS CSG Systems…	—	958	Thoát	$76,583	0.0%
TPH Tri Pointe Homes, Inc.	—	1.33K	Thoát	$62,385	0.0%
NKX	—	4.22K	Thoát	$50,194	0.0%
THR Thermon Group Holdings…	—	869	Thoát	$43,798	0.0%
WIX Wix.com Ltd.	—	360	Thoát	$32,425	0.0%
PBE	—	345	Thoát	$27,317	0.0%
CBZ CBIZ, Inc.	—	905	Thoát	$24,299	0.0%
FLGV Franklin U.S. Treasury…	—	1.10K	Thoát	$22,391	0.0%
AL Air Lease Corporation	—	318	Thoát	$20,651	0.0%
DNOW Dnow Inc.	—	1.62K	Thoát	$19,354	0.0%
TQQQ ProShares UltraPro QQQ	—	451	Thoát	$18,798	0.0%
PCN	—	1.19K	Thoát	$14,125	0.0%
VSGX Vanguard ESG…	—	175	Thoát	$12,553	0.0%
EVTC EVERTEC, Inc.	—	387	Thoát	$10,921	0.0%
CNXC Concentrix Corporation	—	397	Thoát	$10,862	0.0%
PSL	—	100	Thoát	$10,855	0.0%
UBFO	—	827	Thoát	$8,692	0.0%
PML	—	1.04K	Thoát	$7,858	0.0%
CRUX Columbia Core Bond ETF	—	244	Thoát	$7,332	0.0%
ERC	—	750	Thoát	$6,758	0.0%
PTIN	—	202	Thoát	$6,569	0.0%
SITE SiteOne Landscape…	—	49	Thoát	$6,522	0.0%
KWEB KraneShares CSI China…	—	208	Thoát	$5,913	0.0%
SPH	—	300	Thoát	$5,907	0.0%
GEF-B	—	67	Thoát	$5,865	0.0%
SYBT Stock Yards Bancorp…	—	83	Thoát	$5,502	0.0%
TJUL	—	183	Thoát	$5,373	0.0%
PATH UiPath Inc.	—	469	Thoát	$5,206	0.0%
SNCY Sun Country Airlines…	—	310	Thoát	$5,121	0.0%
IMFL	—	151	Thoát	$4,778	0.0%
PK Park Hotels & Resorts…	—	429	Thoát	$4,517	0.0%
WAY Waystar Holding Corp.	—	181	Thoát	$4,364	0.0%
GDEN	—	163	Thoát	$4,350	0.0%
MAGS Roundhill Magnificent…	—	72	Thoát	$4,172	0.0%
PULS PGIM Ultra Short Bond…	—	84	Thoát	$4,158	0.0%
VRRM Verra Mobility…	—	281	Thoát	$4,015	0.0%
LEVI Levi Strauss & Co.	—	200	Thoát	$3,698	0.0%
CWAN Clearwater Analytics…	—	156	Thoát	$3,689	0.0%
FFC	—	220	Thoát	$3,408	0.0%
EVTR Eaton Vance Total…	—	66	Thoát	$3,350	0.0%
FOUR Shift4 Payments, Inc.	—	76	Thoát	$3,323	0.0%
EYLD	—	80	Thoát	$3,313	0.0%
FEGE	—	62	Thoát	$2,914	0.0%
WK Workiva Inc.	—	48	Thoát	$2,862	0.0%
DEW	—	39	Thoát	$2,587	0.0%
PINK	—	75	Thoát	$2,525	0.0%
AIPO	—	100	Thoát	$2,496	0.0%
IFV	—	97	Thoát	$2,451	0.0%
CMDY	—	41	Thoát	$2,436	0.0%
CDX	—	114	Thoát	$2,433	0.0%
CTS CTS Corporation	—	50	Thoát	$2,388	0.0%
LINE Lineage, Inc.	—	69	Thoát	$2,260	0.0%
OPPJ	—	41	Thoát	$2,229	0.0%
GLDD	—	123	Thoát	$2,091	0.0%
ACLX Arcellx, Inc.	—	18	Thoát	$2,067	0.0%
QMAR	—	52	Thoát	$1,748	0.0%
REET iShares Global REIT ETF	—	65	Thoát	$1,635	0.0%
GOVI	—	59	Thoát	$1,610	0.0%
IQ iQIYI, Inc.	—	1.01K	Thoát	$1,370	0.0%
ETHA iShares Ethereum Trust…	—	81	Thoát	$1,282	0.0%
TUYA	—	546	Thoát	$1,261	0.0%
FFIC	—	77	Thoát	$1,183	0.0%
VSEC VSE Corporation	—	6	Thoát	$1,106	0.0%
CARY	—	49	Thoát	$1,018	0.0%
TRFK	—	14	Thoát	$871	0.0%
PRA ProAssurance Corporation	—	30	Thoát	$742	0.0%
GLBAV	—	20	Thoát	$737	0.0%
PKST	—	32	Thoát	$668	0.0%
FUL H.B. Fuller Company	—	9	Thoát	$555	0.0%
EWQ	—	12	Thoát	$521	0.0%
INOD Innodata Inc.	—	13	Thoát	$502	0.0%
BB BlackBerry Limited	—	150	Thoát	$486	0.0%
RNA	—	34	Thoát	$455	0.0%
CRIS	—	700	Thoát	$383	0.0%
KW Kennedy-Wilson…	—	34	Thoát	$368	0.0%
FSLY Fastly, Inc.	—	10	Thoát	$291	0.0%
NUTX	—	3	Thoát	$285	0.0%
CARS Cars.com Inc.	—	34	Thoát	$276	0.0%
PTCT PTC Therapeutics, Inc.	—	3	Thoát	$204	0.0%
EHAB	—	11	Thoát	$155	0.0%
TRUP Trupanion, Inc.	—	6	Thoát	$154	0.0%
SLDP Solid Power, Inc.	—	49	Thoát	$147	0.0%
ADT ADT Inc.	—	20	Thoát	$131	0.0%
SMWB	—	48	Thoát	$125	0.0%
FINX	—	5	Thoát	$116	0.0%
HRI Herc Holdings Inc.	—	1	Thoát	$100	0.0%
ALTL	—	2	Thoát	$88	0.0%
IPI Intrepid Potash, Inc.	—	2	Thoát	$86	0.0%
JPMB	—	2	Thoát	$79	0.0%
MGEE MGE Energy, Inc.	—	1	Thoát	$77	0.0%
FMC FMC Corporation	—	4	Thoát	$69	0.0%
PBH Prestige Consumer…	—	1	Thoát	$59	0.0%
AMBA Ambarella, Inc.	—	1	Thoát	$51	0.0%
BLKB Blackbaud, Inc.	—	1	Thoát	$39	0.0%
TSHA Taysha Gene Therapies…	—	8	Thoát	$36	0.0%
ACB	—	10	Thoát	$33	0.0%
FBCV	—	0	Thoát	$16	0.0%
IBRX ImmunityBio, Inc.	—	1	Thoát	$8	0.0%
TXMD	—	4	Thoát	$8	0.0%
RKDA	—	5	Thoát	$7	0.0%
CGC	—	4	Thoát	$4	0.0%

Tuổi vị thế

2090–1 quý

31652–4 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Cerity Partners LLC	2393	57.5%	0.5231	So sánh ⇄
Raymond James Financial Inc	3061	61.6%	0.5127	So sánh ⇄
Bank Of America Corp /De/	3101	56.6%	0.4315	So sánh ⇄
Captrust Financial Advisors	2326	56.8%	0.4082	So sánh ⇄
Corient Private Wealth LP	2289	57.5%	0.4081	So sánh ⇄
Rockefeller Capital Management L.P.	3016	62.3%	0.3917	So sánh ⇄
Cetera Investment Advisers	2933	63.1%	0.391	So sánh ⇄
HighTower Advisors, LLC	2562	59.6%	0.3884	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Jul 30 2026 13F-HR · kỳ Q2 2026

$58.17B · 3,558 vị thế · Xem hồ sơ SEC gốc ↗

May 06 2026 13F-HR · kỳ Q1 2026

$49.04B · 3,443 vị thế · Xem hồ sơ SEC gốc ↗

Jan 23 2026 13F-HR · kỳ Q4 2025

$49.04B · 3,370 vị thế · Xem hồ sơ SEC gốc ↗

Nov 06 2025 13F-HR · kỳ Q3 2025

$46.65B · 3,181 vị thế · Xem hồ sơ SEC gốc ↗

Aug 04 2025 13F-HR · kỳ Q2 2025

$42.36B · 3,003 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q2 2026 · hồ sơ mới nhất Jul 30, 2026 · Phương pháp tính thay đổi

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