운용사 기록 · 과거 분기 (아카이브)

Cerity Partners LLC

New York, NY · CIK 1566475 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$70.83B보고된 13F 가치

7,531포지션

23.8%상위 10개 비중

109.60유효 보유 종목

7.0%추정 회전율

+392신규

−161청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 53.9% (+2.5pp)

기술 16.5% (-1.7pp)

헬스케어 5.9% (-0.7pp)

산업재 5.3% (+0.4pp)

커뮤니케이션 서비스 4.9% (-0.3pp)

경기소비재 4.6% (-1.1pp)

필수소비재 3.9% (+0.1pp)

에너지 2.1% (+0.5pp)

유틸리티 1.2% (+0.1pp)

기초소재 1.0% (+0.1pp)

부동산 0.7% (+0.1pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q1 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	VOO Vanguard S&P 500 ETF	4.4%	$2.77B	4.64M	+9.7%	▲ Add	2
2	AAPL Apple Inc.	3.4%	$1.88B	7.41M	+2.8%	▲ Add	2
3	NVDA NVIDIA Corporation	3.2%	$1.78B	10.21M	+3.5%	▲ Add	2
4	IVV iShares Core S&P 500 ETF	2.5%	$1.68B	2.57M	+4.5%	▲ Add	2
5	SPY State Street SPDR S&P 500…	2.0%	$1.30B	2.00M	+4.2%	▲ Add	2
6	MSFT Microsoft Corporation	2.2%	$1.16B	3.13M	+7.9%	▲ Add	2
7	VEA Vanguard FTSE Developed…	1.9%	$1.05B	16.35M	+5.6%	▲ Add	2
8	IEFA iShares Core MSCI EAFE ETF	1.5%	$1.01B	11.18M	+1.3%	▲ Add	2
9	AGG iShares Core U.S. Aggregate…	1.3%	$825.71M	8.32M	+11.4%	▲ Add	2
10	AMZN Amazon.com, Inc.	1.5%	$811.08M	3.89M	+4.6%	▲ Add	2
11	GOOGL Alphabet Inc.	1.4%	$784.54M	2.73M	+0.9%	▲ Add	2
12	GOOG Alphabet Inc.	1.4%	$760.40M	2.65M	+1.0%	▲ Add	2
13	AVGO Broadcom Inc.	1.3%	$754.42M	2.44M	+1.6%	▲ Add	2
14	PG The Procter & Gamble Company	1.3%	$660.96M	4.58M	+1.3%	▲ Add	2
15	LLY Eli Lilly and Company	1.0%	$578.28M	628.73K	+3.4%	▲ Add	2
16	META Meta Platforms, Inc.	1.0%	$553.29M	966.81K	+10.1%	▲ Add	2
17	JPM JPMorgan Chase & Co.	0.9%	$488.32M	1.66M	+2.1%	▲ Add	2
18	VTI Vanguard Morningstar Total…	0.9%	$484.38M	1.51M	+5.8%	▲ Add	2
19	IWF iShares Russell 1000 Growth…	0.7%	$480.01M	1.13M	+18.1%	▲ Add	2
20	SCHX Schwab U.S. Large-Cap ETF	0.7%	$457.62M	17.85M	+1.0%	▲ Add	2
21	IDEV iShares Core MSCI…	0.6%	$447.90M	5.36M	+57.0%	▲ Add	2
22	RSP Invesco S&P 500 Equal…	0.6%	$440.35M	2.29M	+21.3%	▲ Add	2
23	IJR iShares Core S&P Small-Cap…	0.6%	$429.47M	3.45M	-2.3%	▼ Trim	2
24	QQQ Invesco QQQ Trust, Series 1	0.6%	$428.96M	742.96K	+5.6%	▲ Add	2
25	IEMG iShares Core MSCI Emerging…	0.6%	$428.34M	6.14M	+18.8%	▲ Add	2
26	QUAL iShares MSCI USA Quality…	1.1%	$413.54M	2.16M	+13.4%	▲ Add	2
27	AAPL Apple Inc.	3.4%	$369.30M	1.46M	+2.8%	▲ Add	2
28	NVDA NVIDIA Corporation	3.2%	$364.15M	2.09M	+3.5%	▲ Add	2
29	JNJ Johnson & Johnson	0.6%	$355.47M	1.45M	+2.2%	▲ Add	2
30	VO Vanguard Morningstar…	0.5%	$353.04M	1.23M	+19.2%	▲ Add	2
31	QUAL iShares MSCI USA Quality…	1.1%	$352.44M	1.84M	+13.4%	▲ Add	2
32	SGOV iShares 0-3 Month Treasury…	0.5%	$349.44M	3.47M	-9.6%	▼ Trim	2
33	COST Costco Wholesale Corporation	0.6%	$340.56M	341.79K	+6.9%	▲ Add	2
34	IJH iShares Core S&P Mid-Cap ETF	0.5%	$335.73M	4.97M	+11.1%	▲ Add	2
35	WMT Walmart Inc.	0.6%	$318.16M	2.56M	-1.1%	▼ Trim	2
36	VTV Vanguard Morningstar Value…	0.5%	$314.97M	1.60M	+21.8%	▲ Add	2
37	VGSH Vanguard Short-Term…	0.4%	$306.41M	5.23M	+9.0%	▲ Add	2
38	XONA.DE Exxon Mobil Corporation	0.5%	$298.51M	1.76M	+4.7%	▲ Add	2
39	VOO Vanguard S&P 500 ETF	4.4%	$294.46M	492.78K	+9.7%	▲ Add	2
40	VUG Vanguard Morningstar Growth…	0.4%	$294.39M	671.07K	+25.2%	▲ Add	2
41	BRK-B Berkshire Hathaway Inc.	0.5%	$293.03M	611.51K	+3.4%	▲ Add	2
42	IWB iShares Russell 1000 ETF	0.4%	$275.48M	772.58K	+7.4%	▲ Add	2
43	MSFT Microsoft Corporation	2.2%	$270.48M	730.69K	+7.9%	▲ Add	2
44	IAU iShares Gold Trust	0.4%	$270.28M	3.07M	-3.8%	▼ Trim	2
45	V Visa Inc.	0.5%	$264.10M	873.79K	+1.2%	▲ Add	2
46	ITOT iShares Core S&P Total U.S.…	0.4%	$263.09M	1.85M	-5.0%	▼ Trim	2
47	VEA Vanguard FTSE Developed…	1.9%	$260.45M	4.06M	+5.6%	▲ Add	2
48	VEU Vanguard FTSE All-World…	0.4%	$259.77M	3.46M	+14.7%	▲ Add	2
49	JPST JPMorgan Ultra-Short Income…	0.4%	$259.08M	5.12M	+6.2%	▲ Add	2
50	SPAB State Street SPDR Portfolio…	0.5%	$245.82M	9.59M	+8.8%	▲ Add	2
51	BSV Vanguard Short-Term Bond ETF	0.4%	$239.31M	3.05M	+3.3%	▲ Add	2
52	SCHP Schwab US TIPS ETF	0.4%	$231.16M	8.69M	+5.4%	▲ Add	2
53	PG The Procter & Gamble Company	1.3%	$221.93M	1.54M	+1.3%	▲ Add	2
54	MTUM iShares MSCI USA Momentum…	0.4%	$218.13M	908.93K	+2.3%	▲ Add	2
55	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$217.32M	4.36M	+9.0%	▲ Add	2
56	CVX Chevron Corporation	0.4%	$213.88M	1.03M	+3.9%	▲ Add	2
57	VGIT Vanguard Intermediate-Term…	0.4%	$212.13M	3.56M	+13.3%	▲ Add	2
58	TJX The TJX Companies, Inc.	0.4%	$211.10M	1.32M	-47.5%	▼ Trim	2
59	ABBV AbbVie Inc.	0.4%	$205.94M	946.90K	+1.3%	▲ Add	2
60	HD The Home Depot, Inc.	0.4%	$205.48M	624.72K	+2.0%	▲ Add	2
61	RTX RTX Corporation	0.3%	$203.96M	1.06M	+0.1%	▲ Add	2
62	SPYV State Street SPDR Portfolio…	0.3%	$203.07M	3.59M	+0.9%	▲ Add	2
63	SHY iShares 1-3 Year Treasury…	0.3%	$201.49M	2.44M	-5.8%	▼ Trim	2
64	MGK Vanguard Morningstar Mega…	0.3%	$200.66M	540.98K	+20.1%	▲ Add	2
65	VB Vanguard Morningstar…	0.3%	$197.87M	752.13K	+12.0%	▲ Add	2
66	VIG Vanguard Dividend…	0.3%	$196.11M	910.82K	+8.8%	▲ Add	2
67	VWO Vanguard FTSE Emerging…	0.3%	$194.52M	3.59M	+16.7%	▲ Add	2
68	ITW Illinois Tool Works Inc.	0.3%	$192.00M	737.63K	-9.7%	▼ Trim	2
69	GLD SPDR Gold Shares	0.3%	$181.84M	422.59K	-1.9%	▼ Trim	2
70	TSM Taiwan Semiconductor…	0.3%	$177.47M	525.10K	+13.0%	▲ Add	2
71	GOOGL Alphabet Inc.	1.4%	$174.88M	608.17K	+0.9%	▲ Add	2
72	QQQM Invesco NASDAQ 100 ETF	0.3%	$173.23M	729.02K	+51.7%	▲ Add	2
73	GOOG Alphabet Inc.	1.4%	$172.62M	601.75K	+1.0%	▲ Add	2
74	SPYM State Street SPDR Portfolio…	0.3%	$172.61M	2.26M	+544.8%	▲ Add	2
75	IWD iShares Russell 1000 Value…	0.2%	$170.72M	798.97K	+80.3%	▲ Add	2
76	AMZN Amazon.com, Inc.	1.5%	$170.10M	816.74K	+4.6%	▲ Add	2
77	DFIV Dimensional - International…	0.2%	$163.91M	3.11M	+4.4%	▲ Add	2
78	VGT Vanguard Information…	0.2%	$163.83M	234.80K	-0.8%	▼ Trim	2
79	VXF Vanguard Extended Market ETF	0.3%	$163.04M	792.18K	+16.7%	▲ Add	2
80	DFAC Dimensional - US Core…	0.2%	$160.97M	4.14M	+11.7%	▲ Add	2
81	CSCO Cisco Systems, Inc.	0.3%	$159.41M	2.05M	+1.5%	▲ Add	2
82	CAT Caterpillar Inc.	0.3%	$157.47M	222.22K	+1.7%	▲ Add	2
83	IEI iShares 3-7 Year Treasury…	0.3%	$156.01M	1.32M	+0.7%	▲ Add	2
84	EFA iShares MSCI EAFE ETF	0.2%	$154.64M	1.59M	+4.3%	▲ Add	2
85	BAC Bank of America Corporation	0.3%	$153.77M	3.15M	-3.2%	▼ Trim	2
86	MA Mastercard Incorporated	0.3%	$152.44M	305.08K	-1.6%	▼ Trim	2
87	PANW Palo Alto Networks, Inc.	0.2%	$151.27M	943.56K	+9.0%	▲ Add	2
88	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$149.23M	4.81M	+1.3%	▲ Add	2
89	AVLV Avantis U.S. Large Cap…	0.3%	$148.73M	1.85M	+12.7%	▲ Add	2
90	AVEM Avantis Emerging Markets…	0.4%	$148.44M	1.84M	+16.8%	▲ Add	2
91	CGXU Capital Group International…	0.2%	$148.09M	5.02M	+21.8%	▲ Add	2
92	VTI Vanguard Morningstar Total…	0.9%	$148.03M	461.42K	+5.8%	▲ Add	2
93	TSLA Tesla, Inc.	0.3%	$141.94M	381.50K	-43.3%	▼ Trim	2
94	BLK BlackRock, Inc.	0.2%	$141.30M	146.93K	+13.1%	▲ Add	2
95	ABT Abbott Laboratories	0.2%	$141.00M	1.37M	+0.5%	▲ Add	2
96	ORCL Oracle Corporation	0.2%	$137.13M	932.18K	-1.0%	▼ Trim	2
97	SCHF Schwab International Equity…	0.2%	$134.91M	5.44M	+2.7%	▲ Add	2
98	VCSH Vanguard Short-Term…	0.2%	$133.28M	1.68M	+2.8%	▲ Add	2
99	IQLT iShares MSCI Intl Quality…	0.3%	$132.71M	2.87M	+7.9%	▲ Add	2
100	KLAC KLA Corporation	0.2%	$131.58M	89.37K	-1.6%	▼ Trim	2
101	RODM Hartford Multifactor…	0.2%	$131.10M	3.33M	+0.9%	▲ Add	2
102	MCD McDonald's Corporation	0.2%	$130.84M	421.00K	+2.0%	▲ Add	2
103	PEP PepsiCo, Inc.	0.2%	$130.13M	837.99K	-0.4%	▼ Trim	2
104	AAPL Apple Inc.	3.4%	$129.48M	510.20K	+2.8%	▲ Add	2
105	GS The Goldman Sachs Group…	0.2%	$129.46M	153.01K	-1.6%	▼ Trim	2
106	IWM iShares Russell 2000 ETF	0.2%	$127.10M	512.41K	0.0%	▲ Add	2
107	NVDA NVIDIA Corporation	3.2%	$126.30M	724.18K	+3.5%	▲ Add	2
108	AVGO Broadcom Inc.	1.3%	$123.40M	398.71K	+1.6%	▲ Add	2
109	AVEM Avantis Emerging Markets…	0.4%	$122.88M	1.52M	+16.8%	▲ Add	2
110	MRK Merck & Co., Inc.	0.3%	$121.15M	1.01M	-4.7%	▼ Trim	2
111	WM Waste Management, Inc.	0.2%	$121.15M	527.20K	-1.1%	▼ Trim	2
112	DFUV Dimensional - US Marketwide…	0.2%	$119.10M	2.46M	+2.3%	▲ Add	2
113	VRTX Vertex Pharmaceuticals…	0.2%	$116.05M	259.88K	+13.4%	▲ Add	2
114	IVW iShares S&P 500 Growth ETF	0.2%	$113.19M	1.00M	+99.0%	▲ Add	2
115	GLDM SPDR Gold MiniShares Trust	0.2%	$112.35M	1.21M	+7.3%	▲ Add	2
116	AMGN Amgen Inc.	0.2%	$111.51M	316.94K	+5.3%	▲ Add	2
117	IGM iShares Expanded Tech…	0.2%	$111.12M	937.63K	+1.0%	▲ Add	2
118	MUB iShares National Muni Bond…	0.2%	$110.76M	1.04M	+7.1%	▲ Add	2
119	SCHW The Charles Schwab…	0.2%	$110.72M	1.18M	+27.0%	▲ Add	2
120	XLK State Street Technology…	0.2%	$109.79M	826.15K	+10.3%	▲ Add	2
121	VYM Vanguard High Dividend…	0.2%	$109.66M	740.34K	+1.7%	▲ Add	2
122	HON Honeywell International Inc.	0.2%	$109.15M	482.91K	+3.4%	▲ Add	2
123	USVM VictoryShares US Small Mid…	0.2%	$108.82M	1.15M	+1.9%	▲ Add	2
124	APH Amphenol Corporation	0.3%	$108.74M	860.59K	+4.3%	▲ Add	2
125	AMD Advanced Micro Devices, Inc.	0.2%	$108.45M	533.12K	-2.1%	▼ Trim	2
126	IQLT iShares MSCI Intl Quality…	0.3%	$107.77M	2.33M	+7.9%	▲ Add	2
127	NEE NextEra Energy, Inc.	0.2%	$107.47M	1.16M	+2.5%	▲ Add	2
128	IVE iShares S&P 500 Value ETF	0.2%	$107.41M	508.71K	+167.3%	▲ Add	2
129	VONG Vanguard Russell 1000…	0.2%	$106.02M	966.54K	+19.5%	▲ Add	2
130	USMV iShares MSCI USA Min Vol…	0.2%	$104.16M	1.12M	+8.5%	▲ Add	2
131	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$102.91M	1.50M	+62.2%	▲ Add	2
132	VXUS Vanguard Total…	0.2%	$101.60M	1.32M	+13.1%	▲ Add	2
133	CRWD CrowdStrike Holdings, Inc.	0.2%	$101.31M	259.49K	+1.7%	▲ Add	2
134	AVDV Avantis International Small…	0.2%	$101.31M	1.01M	+6.7%	▲ Add	2
135	META Meta Platforms, Inc.	1.0%	$100.29M	175.30K	+10.1%	▲ Add	2
136	JPM JPMorgan Chase & Co.	0.9%	$98.79M	335.82K	+2.1%	▲ Add	2
137	GE GE Aerospace	0.2%	$96.53M	340.19K	+11.5%	▲ Add	2
138	PWR Quanta Services, Inc.	0.1%	$95.79M	174.47K	-4.0%	▼ Trim	2
139	NFLX Netflix, Inc.	0.2%	$95.33M	991.31K	+12.3%	▲ Add	2
140	DFSV Dimensional - US Small Cap…	0.2%	$94.37M	2.69M	+13.2%	▲ Add	2
141	ASML ASML Holding N.V.	0.2%	$94.08M	71.23K	+1.3%	▲ Add	2
142	SPY State Street SPDR S&P 500…	2.0%	$93.98M	144.51K	+4.2%	▲ Add	2
143	SCHA Schwab U.S. Small-Cap ETF	0.2%	$92.76M	3.18M	+2.3%	▲ Add	2
144	BIV Vanguard Intermediate-Term…	0.1%	$92.75M	1.20M	+8.6%	▲ Add	2
145	CRM Salesforce, Inc.	0.2%	$92.54M	495.75K	+12.6%	▲ Add	2
146	CB Chubb Limited	0.2%	$92.28M	283.12K	+3.3%	▲ Add	2
147	EMR Emerson Electric Co.	0.1%	$92.18M	703.53K	+0.8%	▲ Add	2
148	SCHG Schwab U.S. Large-Cap…	0.1%	$91.36M	3.12M	+4.2%	▲ Add	2
149	SYK Stryker Corporation	0.1%	$91.33M	277.96K	+2.9%	▲ Add	2
150	SKOR FLEXSHARES TR	0.2%	$90.14M	1.85M	+5.5%	▲ Add	2
151	MSFT Microsoft Corporation	2.2%	$87.88M	237.42K	+7.9%	▲ Add	2
152	PLTR Palantir Technologies Inc.	0.2%	$86.24M	589.55K	+5.2%	▲ Add	2
153	OAKM HARRIS OAKMARK ETF TRUST	0.1%	$84.86M	3.08M	+47.1%	▲ Add	2
154	IBM International Business…	0.2%	$84.78M	349.74K	+22.5%	▲ Add	2
155	URI United Rentals, Inc.	0.1%	$83.80M	115.03K	+1.4%	▲ Add	2
156	IWR iShares Russell Mid-Cap ETF	0.1%	$83.03M	853.79K	+4.5%	▲ Add	2
157	MDY State Street SPDR S&P…	0.1%	$82.81M	134.26K	+5.5%	▲ Add	2
158	VONE Vanguard Russell 1000 ETF	0.1%	$81.54M	276.29K	+75.9%	▲ Add	2
159	ANGL VanEck Fallen Angel High…	0.1%	$79.71M	2.78M	+4.5%	▲ Add	2
160	DIS The Walt Disney Company	0.2%	$79.60M	825.85K	+2.2%	▲ Add	2
161	VT Vanguard Total World Stock…	0.1%	$79.54M	575.01K	+1.2%	▲ Add	2
162	SPAB State Street SPDR Portfolio…	0.5%	$79.48M	3.10M	+8.8%	▲ Add	2
163	AVLV Avantis U.S. Large Cap…	0.3%	$79.15M	981.92K	+12.7%	▲ Add	2
164	DFAE Dimensional - Emerging Core…	0.1%	$77.44M	2.29M	+34.1%	▲ Add	2
165	SPDW State Street SPDR Portfolio…	0.1%	$77.43M	1.70M	+69.4%	▲ Add	2
166	LMT Lockheed Martin Corporation	0.1%	$77.39M	128.05K	+14.1%	▲ Add	2
167	IEI iShares 3-7 Year Treasury…	0.3%	$77.30M	651.75K	+0.7%	▲ Add	2
168	SPEM State Street SPDR Portfolio…	0.2%	$77.15M	1.64M	+17.5%	▲ Add	2
169	DE Deere & Company	0.1%	$77.00M	136.69K	+3.0%	▲ Add	2
170	DYNF iShares U.S. Equity Factor…	0.1%	$76.94M	1.32M	+947.8%	▲ Add	2
171	EFV iShares MSCI EAFE Value ETF	0.1%	$76.66M	1.03M	+592.3%	▲ Add	2
172	INTU Intuit Inc.	0.1%	$76.66M	177.29K	+5.4%	▲ Add	2
173	LRCX Lam Research Corporation	0.1%	$76.42M	357.56K	-8.2%	▼ Trim	2
174	DFLV Dimensional - US Large Cap…	0.1%	$76.37M	2.14M	+23.1%	▲ Add	2
175	HTO H2O America	0.1%	$76.13M	1.30M	-9.4%	▼ Trim	2
176	ADI Analog Devices, Inc.	0.1%	$76.06M	239.09K	+7.5%	▲ Add	2
177	SCHD Schwab U.S. Dividend Equity…	0.1%	$75.78M	2.47M	-53.9%	▼ Trim	2
178	SPEM State Street SPDR Portfolio…	0.2%	$75.62M	1.61M	+17.5%	▲ Add	2
179	COST Costco Wholesale Corporation	0.6%	$74.29M	74.56K	+6.9%	▲ Add	2
180	JNJ Johnson & Johnson	0.6%	$74.20M	303.57K	+2.2%	▲ Add	2
181	UNP Union Pacific Corporation	0.1%	$73.83M	304.26K	+1.2%	▲ Add	2
182	BND Vanguard Total Bond Market…	0.1%	$73.70M	1.00M	+6.1%	▲ Add	2
183	BRK-B Berkshire Hathaway Inc.	0.5%	$73.17M	152.69K	+3.4%	▲ Add	2
184	AVDE Avantis International…	0.1%	$72.75M	857.50K	+3.4%	▲ Add	2
185	VGIT Vanguard Intermediate-Term…	0.4%	$72.69M	1.22M	+13.3%	▲ Add	2
186	LLY Eli Lilly and Company	1.0%	$71.46M	77.70K	+3.4%	▲ Add	2
187	TMO Thermo Fisher Scientific…	0.1%	$71.24M	144.94K	-51.2%	▼ Trim	2
188	ISRG Intuitive Surgical, Inc.	0.1%	$69.71M	151.21K	+15.2%	▲ Add	2
189	UBER Uber Technologies, Inc.	0.1%	$68.96M	958.71K	+10.8%	▲ Add	2
190	USHY iShares Broad USD High…	0.1%	$67.59M	1.83M	+9.7%	▲ Add	2
191	DFAT Dimensional - US Targeted…	0.1%	$67.15M	1.08M	+5.0%	▲ Add	2
192	POCT INNOVATOR ETFS TRUST	0.1%	$66.58M	1.54M	-1.9%	▼ Trim	2
193	NTRS Northern Trust Corporation	0.1%	$65.79M	471.41K	-3.0%	▼ Trim	2
194	V Visa Inc.	0.5%	$65.73M	217.46K	+1.2%	▲ Add	2
195	CMI Cummins Inc.	0.1%	$65.63M	121.98K	+14.6%	▲ Add	2
196	MTUM iShares MSCI USA Momentum…	0.4%	$65.39M	272.46K	+2.3%	▲ Add	2
197	IBIT iShares Bitcoin Trust ETF	0.1%	$64.89M	1.69M	+51.2%	▲ Add	2
198	BNDX Vanguard Total…	0.1%	$64.03M	1.33M	+61.8%	▲ Add	2
199	MRK Merck & Co., Inc.	0.3%	$63.91M	531.30K	-4.7%	▼ Trim	2
200	BSX Boston Scientific…	0.1%	$62.89M	1.00M	-0.1%	▼ Trim	2
201	SPTS State Street SPDR Portfolio…	0.1%	$62.31M	2.14M	+2.6%	▲ Add	2
202	VV Vanguard Morningstar…	0.1%	$61.91M	207.15K	+1.8%	▲ Add	2
203	C Citigroup Inc.	0.2%	$61.78M	544.76K	+2.2%	▲ Add	2
204	TSLA Tesla, Inc.	0.3%	$61.70M	165.98K	-43.3%	▼ Trim	2
205	APH Amphenol Corporation	0.3%	$61.49M	486.66K	+4.3%	▲ Add	2
206	IEF iShares 7-10 Year Treasury…	0.1%	$60.92M	638.26K	+1.3%	▲ Add	2
207	SWAN AMPLIFY ETF TR	0.1%	$59.20M	1.91M	+2.8%	▲ Add	2
208	XLE State Street Energy Select…	0.1%	$58.46M	954.28K	+33.1%	▲ Add	2
209	GEV GE Vernova Inc.	0.1%	$58.27M	66.74K	+18.3%	▲ Add	2
210	UNH UnitedHealth Group…	0.1%	$58.18M	214.99K	+17.8%	▲ Add	2
211	AGG iShares Core U.S. Aggregate…	1.3%	$57.67M	580.97K	+11.4%	▲ Add	2
212	BX Blackstone Inc.	0.1%	$57.64M	501.26K	+43.2%	▲ Add	2
213	GOOGL Alphabet Inc.	1.4%	$57.62M	200.38K	+0.9%	▲ Add	2
214	ACN Accenture plc	0.1%	$57.22M	288.57K	-11.7%	▼ Trim	2
215	C Citigroup Inc.	0.2%	$56.90M	501.43K	+2.2%	▲ Add	2
216	SPGI S&P Global Inc.	0.1%	$56.89M	133.76K	+13.6%	▲ Add	2
217	DFSV Dimensional - US Small Cap…	0.2%	$56.51M	1.61M	+13.2%	▲ Add	2
218	AVGO Broadcom Inc.	1.3%	$55.86M	180.48K	+1.6%	▲ Add	2
219	GSIE Goldman Sachs ActiveBeta…	0.1%	$55.25M	1.28M	-5.8%	▼ Trim	2
220	TXN Texas Instruments…	0.1%	$54.43M	280.34K	-46.5%	▼ Trim	2
221	KO The Coca-Cola Company	0.1%	$54.38M	715.07K	+1.1%	▲ Add	2
222	DISV Dimensional - International…	0.1%	$54.36M	1.38M	+11.3%	▲ Add	2
223	IVV iShares Core S&P 500 ETF	2.5%	$53.28M	81.57K	+4.5%	▲ Add	2
224	OEF iShares S&P 100 ETF	0.1%	$52.67M	165.61K	-0.2%	▼ Trim	2
225	MMM 3M Company	0.1%	$52.39M	360.74K	-12.1%	▼ Trim	2
226	IJK iShares S&P Mid-Cap 400…	0.1%	$52.27M	519.50K	+6.0%	▲ Add	2
227	XONA.DE Exxon Mobil Corporation	0.5%	$52.15M	307.39K	+4.7%	▲ Add	2
228	BRK-A Berkshire Hathaway Inc.	0.1%	$51.71M	72	-3.5%	▼ Trim	2
229	SCHH Schwab U.S. REIT ETF	0.1%	$51.53M	2.40M	+0.1%	▲ Add	2
230	AMZN Amazon.com, Inc.	1.5%	$51.39M	246.75K	+4.6%	▲ Add	2
231	SUB iShares Short-Term National…	0.1%	$51.05M	479.38K	+8.6%	▲ Add	2
232	VIOO Vanguard S&P Small-Cap 600…	0.1%	$50.67M	441.29K	-0.8%	▼ Trim	2
233	VGK Vanguard FTSE Europe ETF	0.1%	$50.48M	612.40K	+3.3%	▲ Add	2
234	SPTM State Street SPDR Portfolio…	0.1%	$50.00M	632.41K	-0.5%	▼ Trim	2
235	IGSB iShares 1-5 Year Investment…	0.1%	$49.88M	948.92K	+7.7%	▲ Add	2
236	WRB W. R. Berkley Corporation	0.1%	$49.79M	751.24K	+3.7%	▲ Add	2
237	XLF State Street Financial…	0.1%	$49.35M	999.54K	-1.5%	▼ Trim	2
238	ECL Ecolab Inc.	0.1%	$49.19M	184.91K	-4.1%	▼ Trim	2
239	QCOM QUALCOMM Incorporated	0.1%	$49.10M	381.00K	+6.2%	▲ Add	2
240	DFAI Dimensional - International…	0.1%	$48.98M	1.26M	+92.4%	▲ Add	2
241	DHR Danaher Corporation	0.1%	$48.93M	258.04K	+9.7%	▲ Add	2
242	MDT Medtronic plc	0.1%	$48.78M	563.01K	-4.4%	▼ Trim	2
243	STIP iShares 0-5 Year TIPS Bond…	0.1%	$48.47M	468.64K	-0.6%	▼ Trim	2
244	TER Teradyne, Inc.	0.1%	$48.05M	162.07K	-55.5%	▼ Trim	2
245	GLW Corning Inc	0.1%	$47.27M	345.92K	-3.4%	▼ Trim	2
246	ADBE Adobe Inc.	0.1%	$46.99M	193.32K	+10.3%	▲ Add	2
247	SCHR Schwab Intermediate-Term…	0.1%	$46.84M	1.88M	-21.9%	▼ Trim	2
248	MU Micron Technology, Inc.	0.1%	$46.73M	138.31K	+17.5%	▲ Add	2
249	VOOG Vanguard S&P 500 Growth ETF	0.1%	$46.59M	113.82K	+6.0%	▲ Add	2
250	IJH iShares Core S&P Mid-Cap ETF	0.5%	$46.30M	685.63K	+11.1%	▲ Add	2
251	INTC Intel Corp.	0.1%	$46.28M	1.05M	-5.9%	▼ Trim	2
252	LIN Linde plc	0.1%	$46.07M	92.94K	+13.6%	▲ Add	2
253	VZ Verizon Communications Inc.	0.1%	$45.51M	906.83K	+10.8%	▲ Add	2
254	ABBV AbbVie Inc.	0.4%	$45.38M	208.64K	+1.3%	▲ Add	2
255	BMY Bristol-Myers Squibb Company	0.1%	$45.17M	744.73K	-1.7%	▼ Trim	2
256	TDW Tidewater Inc.	0.1%	$44.75M	535.62K	-52.5%	▼ Trim	2
257	GE GE Aerospace	0.2%	$44.47M	156.72K	+11.5%	▲ Add	2
258	WMT Walmart Inc.	0.6%	$44.45M	357.69K	-1.1%	▼ Trim	2
259	VNQ Vanguard Real Estate ETF	0.1%	$44.36M	499.88K	+5.0%	▲ Add	2
260	RWL Invesco S&P 500 Revenue ETF	0.1%	$44.31M	385.64K	+0.5%	▲ Add	2
261	LSGR NATIXIS ETF TRUST II	0.1%	$44.25M	1.12M	+33.4%	▲ Add	2
262	AXP American Express Company	0.1%	$44.14M	145.89K	+8.3%	▲ Add	2
263	NOW ServiceNow, Inc.	0.1%	$44.12M	421.98K	+8.6%	▲ Add	2
264	USB U.S. Bancorp	0.1%	$44.06M	847.16K	+4.8%	▲ Add	2
265	ABNB Airbnb, Inc.	0.1%	$43.43M	343.92K	+6.1%	▲ Add	2
266	CL Colgate-Palmolive Company	0.1%	$43.35M	508.67K	-7.1%	▼ Trim	2
267	HOOD Robinhood Markets, Inc.	0.1%	$43.29M	624.68K	-4.2%	▼ Trim	2
268	DFUS Dimensional U.S. Equity ETF	0.1%	$42.87M	604.51K	+90.0%	▲ Add	2
269	GDS GDS Holdings Limited	0.1%	$42.78M	1.06M	+34.9%	▲ Add	2
270	WFC Wells Fargo & Company	0.1%	$42.75M	537.05K	+6.1%	▲ Add	2
271	COP ConocoPhillips	0.1%	$42.55M	322.37K	+3.0%	▲ Add	2
272	IWV iShares Russell 3000 ETF	0.1%	$42.02M	113.36K	+397.9%	▲ Add	2
273	MCK McKesson Corporation	0.1%	$41.91M	48.43K	+5.6%	▲ Add	2
274	TFI State Street SPDR Nuveen…	0.1%	$41.89M	923.93K	+17368.8%	▲ Add	2
275	ETN Eaton Corporation plc	0.1%	$41.70M	116.55K	+2.2%	▲ Add	2
276	EFG iShares MSCI EAFE Growth ETF	0.1%	$41.61M	373.58K	+405.7%	▲ Add	2
277	WELL Welltower Inc.	0.1%	$41.49M	209.87K	+0.9%	▲ Add	2
278	AMAT Applied Materials, Inc.	0.1%	$41.48M	121.35K	+13.7%	▲ Add	2
279	MDLZ Mondelez International, Inc.	0.1%	$41.37M	717.77K	-10.5%	▼ Trim	2
280	BKNG Booking Holdings Inc.	0.1%	$41.35M	9.82K	-2.8%	▼ Trim	2
281	VBR Vanguard Morningstar…	0.1%	$41.25M	189.81K	+0.5%	▲ Add	2
282	GOOG Alphabet Inc.	1.4%	$41.02M	143.01K	+1.0%	▲ Add	2
283	VXUS Vanguard Total…	0.2%	$40.91M	530.58K	+13.1%	▲ Add	2
284	CORO iShares International…	0.1%	$40.88M	1.27M	신규	New	1
285	LHX L3Harris Technologies, Inc.	0.1%	$40.81M	118.24K	+97.8%	▲ Add	2
286	HD The Home Depot, Inc.	0.4%	$40.75M	123.89K	+2.0%	▲ Add	2
287	AVDV Avantis International Small…	0.2%	$40.74M	407.98K	+6.7%	▲ Add	2
288	DUK Duke Energy Corporation	0.1%	$40.67M	310.63K	+21.6%	▲ Add	2
289	APO Apollo Global Management…	0.1%	$40.46M	363.16K	+44.8%	▲ Add	2
290	XLI State Street Industrial…	0.1%	$40.37M	249.63K	+4.6%	▲ Add	2
291	CASY Casey's General Stores, Inc.	0.1%	$40.17M	55.20K	+7.5%	▲ Add	2
292	PM Philip Morris International…	0.1%	$40.15M	242.81K	-44.0%	▼ Trim	2
293	BIL State Street SPDR Bloomberg…	0.1%	$39.93M	435.78K	+423.9%	▲ Add	2
294	DFAS Dimensional - US Small Cap…	0.1%	$39.81M	559.63K	+3.9%	▲ Add	2
295	SCHO Schwab Short-Term U.S.…	0.1%	$39.66M	1.63M	-19.8%	▼ Trim	2
296	BA The Boeing Company	0.1%	$39.08M	196.24K	+23.0%	▲ Add	2
297	ADSK Autodesk, Inc.	0.1%	$38.72M	161.75K	-4.3%	▼ Trim	2
298	IJT iShares S&P Small-Cap 600…	0.1%	$38.72M	267.56K	-0.8%	▼ Trim	2
299	ADP Automatic Data Processing…	0.1%	$38.71M	190.51K	-7.3%	▼ Trim	2
300	UPS United Parcel Service, Inc.	0.1%	$38.46M	390.98K	+2.1%	▲ Add	2
301	XLV State Street Health Care…	0.1%	$38.41M	262.00K	-11.2%	▼ Trim	2
302	AZN AstraZeneca PLC	0.1%	$38.34M	194.87K	+5.1% ✂	▲ Add	2
303	MGV Vanguard Morningstar Mega…	0.1%	$38.31M	260.35K	+1587.5%	▲ Add	2
304	LOW Lowe's Companies, Inc.	0.1%	$38.29M	162.06K	-1.7%	▼ Trim	2
305	CVX Chevron Corporation	0.4%	$37.56M	181.53K	+3.9%	▲ Add	2
306	BAC Bank of America Corporation	0.3%	$37.18M	762.71K	-3.2%	▼ Trim	2
307	NFLX Netflix, Inc.	0.2%	$37.03M	385.12K	+12.3%	▲ Add	2
308	XYL Xylem Inc.	0.1%	$37.02M	309.77K	-8.0%	▼ Trim	2
309	NSC Norfolk Southern Corporation	0.1%	$36.90M	128.56K	-0.6%	▼ Trim	2
310	SHV iShares Trust iShares 0-1…	0.1%	$36.88M	334.07K	-24.8%	▼ Trim	2
311	WFC Wells Fargo & Company	0.1%	$36.41M	457.32K	+6.1%	▲ Add	2
312	FDX FedEx Corporation	0.1%	$36.30M	101.91K	+20.9%	▲ Add	2
313	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$36.29M	1.56M	+188.0%	▲ Add	2
314	VPL Vanguard FTSE Pacific ETF	0.1%	$36.03M	368.62K	-4.6%	▼ Trim	2
315	AMGN Amgen Inc.	0.2%	$35.69M	101.43K	+5.3%	▲ Add	2
316	SCHF Schwab International Equity…	0.2%	$35.61M	1.44M	+2.7%	▲ Add	2
317	CB Chubb Limited	0.2%	$35.17M	107.92K	+3.3%	▲ Add	2
318	SNPS Synopsys, Inc.	0.1%	$35.10M	88.52K	+17.4%	▲ Add	2
319	COF Capital One Financial…	0.1%	$34.68M	190.11K	-1.5%	▼ Trim	2
320	ACWI iShares MSCI ACWI ETF	0.1%	$34.67M	250.57K	-1.3%	▼ Trim	2
321	MA Mastercard Incorporated	0.3%	$34.57M	69.20K	-1.6%	▼ Trim	2
322	PCG PG&E Corporation	0.1%	$34.44M	1.96M	-41.7%	▼ Trim	2
323	META Meta Platforms, Inc.	1.0%	$34.37M	60.07K	+10.1%	▲ Add	2
324	DIS The Walt Disney Company	0.2%	$34.16M	354.47K	+2.2%	▲ Add	2
325	IJJ iShares S&P Mid-Cap 400…	0.1%	$33.94M	256.12K	+15.7%	▲ Add	2
326	NVS Novartis AG	0.1%	$33.93M	222.14K	+11.9%	▲ Add	2
327	SCHX Schwab U.S. Large-Cap ETF	0.7%	$33.87M	1.32M	+1.0%	▲ Add	2
328	GOVT iShares U.S. Treasury Bond…	0.1%	$33.79M	1.48M	+59.7%	▲ Add	2
329	VTIP Vanguard Short-Term…	0.1%	$33.70M	674.77K	+9.5%	▲ Add	2
330	EIX Edison International	0.1%	$33.32M	455.31K	+15.0%	▲ Add	2
331	KKR KKR & Co. Inc.	0.1%	$33.31M	360.14K	+115.3%	▲ Add	2
332	GPIQ Goldman Sachs Nasdaq-100…	0.0%	$33.30M	672.84K	+7.8%	▲ Add	2
333	FIX Comfort Systems USA, Inc.	0.1%	$33.08M	23.99K	+10.0%	▲ Add	2
334	PAYX Paychex, Inc.	0.1%	$32.96M	357.75K	+15.8%	▲ Add	2
335	MPC Marathon Petroleum…	0.1%	$32.94M	134.90K	+3.6%	▲ Add	2
336	VWO Vanguard FTSE Emerging…	0.3%	$32.89M	608.53K	+16.7%	▲ Add	2
337	SCHV Schwab U.S. Large-Cap Value…	0.0%	$32.70M	1.07M	+16.9%	▲ Add	2
338	DIA State Street SPDR Dow Jones…	0.1%	$32.64M	70.46K	+6.6%	▲ Add	2
339	JMST JPMorgan Ultra-Short…	0.0%	$32.58M	639.11K	+22.4%	▲ Add	2
340	CSCO Cisco Systems, Inc.	0.3%	$32.52M	419.15K	+1.5%	▲ Add	2
341	MOAT VanEck Morningstar Wide…	0.0%	$32.26M	333.60K	+3.1%	▲ Add	2
342	UL Unilever PLC	0.1%	$32.05M	562.56K	+3.3%	▲ Add	2
343	SPGI S&P Global Inc.	0.1%	$32.01M	75.27K	+13.6%	▲ Add	2
344	IEF iShares 7-10 Year Treasury…	0.1%	$31.99M	335.22K	+1.3%	▲ Add	2
345	VXF Vanguard Extended Market ETF	0.3%	$31.87M	154.87K	+16.7%	▲ Add	2
346	SCHB Schwab U.S. Broad Market ETF	0.0%	$31.51M	1.26M	+16.2%	▲ Add	2
347	PLTR Palantir Technologies Inc.	0.2%	$31.40M	214.63K	+5.2%	▲ Add	2
348	SHW The Sherwin-Williams Company	0.1%	$31.08M	96.95K	-9.0%	▼ Trim	2
349	ROP Roper Technologies, Inc.	0.1%	$30.58M	86.42K	-14.5%	▼ Trim	2
350	AMAT Applied Materials, Inc.	0.1%	$30.52M	89.30K	+13.7%	▲ Add	2
351	PGR The Progressive Corporation	0.1%	$30.48M	153.76K	+9.0%	▲ Add	2
352	VO Vanguard Morningstar…	0.5%	$30.42M	105.93K	+19.2%	▲ Add	2
353	AFL Aflac Incorporated	0.0%	$30.27M	275.93K	+5.9%	▲ Add	2
354	JEPI JPMorgan Equity Premium…	0.0%	$30.25M	533.77K	+16.5%	▲ Add	2
355	GEV GE Vernova Inc.	0.1%	$30.20M	34.60K	+18.3%	▲ Add	2
356	JCPB JPMorgan Core Plus Bond ETF	0.0%	$29.99M	637.05K	-26.5%	▼ Trim	2
357	TJX The TJX Companies, Inc.	0.4%	$29.89M	187.17K	-47.5%	▼ Trim	2
358	BMY Bristol-Myers Squibb Company	0.1%	$29.83M	491.80K	-1.7%	▼ Trim	2
359	CGGR Capital Group Growth ETF	0.0%	$29.80M	741.53K	+593.1%	▲ Add	2
360	BDX Becton, Dickinson and…	0.1%	$29.71M	188.95K	-15.8% ✂	▼ Trim	2
361	ICE Intercontinental Exchange…	0.1%	$29.56M	187.93K	+4.6%	▲ Add	2
362	EBAY eBay Inc.	0.1%	$29.55M	324.63K	+45.2%	▲ Add	2
363	SCHP Schwab US TIPS ETF	0.4%	$29.50M	1.11M	+5.4%	▲ Add	2
364	CORT Corcept Therapeutics…	0.0%	$29.49M	731.69K	-3.1%	▼ Trim	2
365	BAI iShares A.I. Innovation and…	0.0%	$29.34M	890.40K	신규	New	1
366	ISWN AMPLIFY ETF TR	0.0%	$29.33M	1.36M	+1.8%	▲ Add	2
367	RBLX Roblox Corporation	0.0%	$29.30M	517.96K	-1.6%	▼ Trim	2
368	ROST Ross Stores, Inc.	0.1%	$29.21M	134.84K	+3.5%	▲ Add	2
369	RODM Hartford Multifactor…	0.2%	$29.16M	739.73K	+0.9%	▲ Add	2
370	ALC Alcon Inc.	0.1%	$29.16M	386.96K	-1.5%	▼ Trim	2
371	JPM JPMorgan Chase & Co.	0.9%	$29.10M	98.92K	+2.1%	▲ Add	2
372	SHEL Shell plc	0.1%	$29.06M	312.47K	+4.0%	▲ Add	2
373	BKLN Invesco Senior Loan ETF	0.0%	$28.96M	1.42M	+13.6%	▲ Add	2
374	VB Vanguard Morningstar…	0.3%	$28.91M	110.36K	+12.0%	▲ Add	2
375	GPIX Goldman Sachs S&P 500…	0.0%	$28.79M	575.28K	+5.4%	▲ Add	2
376	SPTS State Street SPDR Portfolio…	0.1%	$28.77M	985.87K	+2.6%	▲ Add	2
377	KMI Kinder Morgan, Inc.	0.1%	$28.49M	849.62K	+11.2%	▲ Add	2
378	USRT iShares Core U.S. REIT ETF	0.1%	$28.43M	480.25K	+5.0%	▲ Add	2
379	PNC The PNC Financial Services…	0.1%	$28.32M	136.08K	-43.7%	▼ Trim	2
380	MMM 3M Company	0.1%	$28.29M	194.75K	-12.1%	▼ Trim	2
381	SPMO Invesco S&P 500 Momentum ETF	0.0%	$28.27M	252.12K	+3283.7%	▲ Add	2
382	MEDP Medpace Holdings, Inc.	0.1%	$28.03M	58.37K	+1.4%	▲ Add	2
383	CAT Caterpillar Inc.	0.3%	$27.96M	39.47K	+1.7%	▲ Add	2
384	ANET Arista Networks, Inc.	0.1%	$27.78M	226.22K	+49.7%	▲ Add	2
385	WT WisdomTree, Inc.	0.1%	$27.59M	314.11K	+5.1%	▲ Add	2
386	THRO iShares U.S. Thematic…	0.0%	$27.56M	760.98K	신규	New	1
387	BSV Vanguard Short-Term Bond ETF	0.4%	$27.38M	349.18K	+3.3%	▲ Add	2
388	MBB iShares MBS ETF	0.0%	$27.24M	286.89K	+59.5%	▲ Add	2
389	IGIB iShares 5-10 Year…	0.0%	$27.19M	510.90K	0.0%	▼ Trim	2
390	WMT Walmart Inc.	0.6%	$27.06M	217.74K	-1.1%	▼ Trim	2
391	VRT Vertiv Holdings Co	0.1%	$26.85M	107.14K	+28.1%	▲ Add	2
392	QQQ Invesco QQQ Trust, Series 1	0.6%	$26.82M	46.46K	+5.6%	▲ Add	2
393	USVM VictoryShares US Small Mid…	0.2%	$26.77M	282.72K	+1.9%	▲ Add	2
394	PFF iShares Preferred and…	0.0%	$26.74M	881.85K	+14.5%	▲ Add	2
395	HON Honeywell International Inc.	0.2%	$26.62M	117.79K	+3.4%	▲ Add	2
396	LNG Cheniere Energy, Inc.	0.0%	$26.52M	93.46K	-0.3%	▼ Trim	2
397	VDC Vanguard Consumer Staples…	0.0%	$26.35M	117.30K	-0.8%	▼ Trim	2
398	GM General Motors Company	0.1%	$26.29M	352.91K	+8.8%	▲ Add	2
399	MU Micron Technology, Inc.	0.1%	$26.17M	77.45K	+17.5%	▲ Add	2
400	ORCL Oracle Corporation	0.2%	$25.98M	176.61K	-1.0%	▼ Trim	2
401	USRT iShares Core U.S. REIT ETF	0.1%	$25.75M	434.96K	+5.0%	▲ Add	2
402	T AT&T Inc.	0.1%	$25.40M	876.85K	+8.6%	▲ Add	2
403	PH Parker-Hannifin Corporation	0.1%	$25.33M	28.30K	-1.7%	▼ Trim	2
404	SKOR FLEXSHARES TR	0.2%	$25.12M	516.63K	+5.5%	▲ Add	2
405	IUSB iShares Core Universal USD…	0.0%	$25.01M	541.48K	+847.2%	▲ Add	2
406	AMP Ameriprise Financial, Inc.	0.1%	$24.67M	55.51K	+27.4%	▲ Add	2
407	GD General Dynamics Corporation	0.1%	$24.49M	71.36K	+9.0%	▲ Add	2
408	KO The Coca-Cola Company	0.1%	$24.38M	320.58K	+1.1%	▲ Add	2
409	TSLA Tesla, Inc.	0.3%	$24.35M	65.50K	-43.3%	▼ Trim	2
410	WAB Westinghouse Air Brake…	0.0%	$24.31M	97.28K	-17.6%	▼ Trim	2
411	XYZ Block, Inc.	0.0%	$24.28M	403.33K	+1.0%	▲ Add	2
412	XLU State Street Utilities…	0.0%	$24.14M	526.02K	+11.8%	▲ Add	2
413	XTEN BONDBLOXX ETF TRUST	0.0%	$24.09M	525.26K	신규	New	1
414	ETHA iShares Ethereum Trust ETF	0.0%	$24.08M	1.52M	-28.2%	▼ Trim	2
415	BILS State Street SPDR Bloomberg…	0.0%	$24.05M	241.90K	+116.2%	▲ Add	2
416	LLY Eli Lilly and Company	1.0%	$24.02M	26.12K	+3.4%	▲ Add	2
417	APD Air Products and Chemicals…	0.0%	$23.93M	82.38K	+18.5%	▲ Add	2
418	ADI Analog Devices, Inc.	0.1%	$23.82M	74.88K	+7.5%	▲ Add	2
419	ANET Arista Networks, Inc.	0.1%	$23.81M	193.72K	+49.7%	▲ Add	2
420	XLC State Street Communication…	0.0%	$23.79M	214.59K	+13.0%	▲ Add	2
421	GWW W.W. Grainger, Inc.	0.0%	$23.76M	21.78K	+3.6%	▲ Add	2
422	IAGG iShares Core International…	0.1%	$23.75M	474.69K	+67.5%	▲ Add	2
423	MS Morgan Stanley	0.1%	$23.72M	144.11K	-6.1%	▼ Trim	2
424	XLY State Street Consumer…	0.0%	$23.59M	216.42K	-4.4%	▼ Trim	2
425	MO Altria Group, Inc.	0.0%	$23.49M	355.90K	-21.4%	▼ Trim	2
426	NEE NextEra Energy, Inc.	0.2%	$23.39M	251.83K	+2.5%	▲ Add	2
427	IAGG iShares Core International…	0.1%	$23.17M	463.07K	+67.5%	▲ Add	2
428	TGT Target Corporation	0.1%	$23.16M	191.09K	+11.0%	▲ Add	2
429	IXUS iShares Core MSCI Total…	0.0%	$23.08M	266.35K	+9.0%	▲ Add	2
430	CPB Campbell Soup Company	0.0%	$22.98M	1.03M	-57.6%	▼ Trim	2
431	PFE Pfizer Inc.	0.1%	$22.97M	818.10K	-46.7%	▼ Trim	2
432	CMCSA Comcast Corporation	0.1%	$22.92M	798.49K	+29.4%	▲ Add	2
433	MRSH Marsh & McLennan Companies…	0.1%	$22.88M	131.94K	+18.4%	▲ Add	2
434	EEM iShares MSCI Emerging…	0.0%	$22.88M	402.93K	+9.8%	▲ Add	2
435	WDC Western Digital Corporation	0.1%	$22.81M	84.33K	-4.2%	▼ Trim	2
436	EMXC iShares MSCI Emerging…	0.0%	$22.76M	289.33K	+21.5%	▲ Add	2
437	VZ Verizon Communications Inc.	0.1%	$22.71M	452.47K	+10.8%	▲ Add	2
438	T AT&T Inc.	0.1%	$22.68M	782.38K	+8.6%	▲ Add	2
439	SPIB State Street SPDR Portfolio…	0.0%	$22.67M	675.81K	+0.2%	▲ Add	2
440	BABA Alibaba Group Holding…	0.0%	$22.66M	180.61K	+5.6%	▲ Add	2
441	PDO PIMCO DYNAMIC INCOME OPRNTS	0.0%	$22.53M	1.74M	신규	New	1
442	IWO iShares Russell 2000 Growth…	0.0%	$22.51M	71.72K	+6.6%	▲ Add	2
443	XLSR SSGA ACTIVE TR	0.0%	$22.50M	389.68K	신규	New	1
444	DFIS Dimensional - International…	0.0%	$22.48M	667.54K	+7.9%	▲ Add	2
445	RH Rh	0.0%	$22.47M	213.75K	+20.2%	▲ Add	2
446	FLG Flagstar Financial, Inc.	0.0%	$22.43M	1.70M	+0.9%	▲ Add	2
447	CME CME Group Inc.	0.1%	$22.33M	75.61K	-7.4%	▼ Trim	2
448	DAL Delta Air Lines, Inc.	0.1%	$22.31M	335.59K	+27.8%	▲ Add	2
449	FTNT Fortinet, Inc.	0.1%	$22.28M	272.60K	+20.5%	▲ Add	2
450	EIX Edison International	0.1%	$22.14M	302.60K	+15.0%	▲ Add	2
451	PAXS PIMCO ACCESS INCOME FUND	0.0%	$22.07M	1.53M	+1432.9%	▲ Add	2
452	TRV The Travelers Companies…	0.1%	$22.04M	75.57K	+8.7%	▲ Add	2
453	MCD McDonald's Corporation	0.2%	$22.02M	70.84K	+2.0%	▲ Add	2
454	THC Tenet Healthcare Corporation	0.0%	$21.74M	115.19K	-5.4%	▼ Trim	2
455	LMBS First Trust Low Duration…	0.0%	$21.70M	435.66K	+0.1%	▲ Add	2
456	PEP PepsiCo, Inc.	0.2%	$21.70M	139.74K	-0.4%	▼ Trim	2
457	JNJ Johnson & Johnson	0.6%	$21.69M	88.71K	+2.2%	▲ Add	2
458	PFE Pfizer Inc.	0.1%	$21.68M	772.09K	-46.7%	▼ Trim	2
459	ONON On Holding AG	0.0%	$21.67M	636.93K	-20.7%	▼ Trim	2
460	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$21.64M	698.84K	+1.3%	▲ Add	2
461	TMO Thermo Fisher Scientific…	0.1%	$21.57M	43.89K	-51.2%	▼ Trim	2
462	ELV Elevance Health Inc.	0.0%	$21.55M	73.61K	+0.9%	▲ Add	2
463	EPD Enterprise Products…	0.0%	$21.43M	566.50K	+28.3%	▲ Add	2
464	PSX Phillips 66	0.1%	$21.39M	117.39K	-42.8%	▼ Trim	2
465	SHLD Global X - Defense Tech ETF	0.0%	$21.32M	300.94K	신규	New	1
466	UNH UnitedHealth Group…	0.1%	$21.31M	78.74K	+17.8%	▲ Add	2
467	CI Cigna Corporation	0.0%	$21.26M	79.72K	-44.3%	▼ Trim	2
468	BRK-B Berkshire Hathaway Inc.	0.5%	$21.26M	44.37K	+3.4%	▲ Add	2
469	AEP American Electric Power…	0.0%	$21.12M	161.13K	+29.4%	▲ Add	2
470	FIX Comfort Systems USA, Inc.	0.1%	$21.09M	15.29K	+10.0%	▲ Add	2
471	XONA.DE Exxon Mobil Corporation	0.5%	$21.05M	124.06K	+4.7%	▲ Add	2
472	RTX RTX Corporation	0.3%	$21.01M	108.90K	+0.1%	▲ Add	2
473	LIN Linde plc	0.1%	$20.89M	42.14K	+13.6%	▲ Add	2
474	FTI TechnipFMC plc	0.1%	$20.88M	302.09K	-5.4%	▼ Trim	2
475	TSLX SIXTH STREET SPECIALTY LENDI	0.0%	$20.88M	1.14M	+195.2%	▲ Add	2
476	IGF iShares Global…	0.0%	$20.85M	311.17K	+17.3%	▲ Add	2
477	VTHR Vanguard Russell 3000 ETF	0.0%	$20.79M	72.31K	+8.3%	▲ Add	2
478	GEHC GE HealthCare Technologies…	0.0%	$20.69M	290.61K	-8.2%	▼ Trim	2
479	GILD Gilead Sciences, Inc.	0.1%	$20.59M	147.75K	0.0%	▲ Add	2
480	CVS CVS Health Corp.	0.0%	$20.57M	286.43K	-1.4%	▼ Trim	2
481	LH Labcorp Holdings Inc.	0.0%	$20.47M	76.71K	+22.9%	▲ Add	2
482	TPR Tapestry, Inc.	0.0%	$20.40M	144.60K	+5.8%	▲ Add	2
483	SBUX Starbucks Corporation	0.0%	$20.39M	227.49K	-46.2%	▼ Trim	2
484	ANGL VanEck Fallen Angel High…	0.1%	$20.37M	709.33K	+4.5%	▲ Add	2
485	IQV IQVIA Holdings Inc.	0.0%	$20.30M	119.05K	-19.8%	▼ Trim	2
486	TMUS T-Mobile US, Inc.	0.0%	$20.29M	96.61K	-39.2%	▼ Trim	2
487	DHR Danaher Corporation	0.1%	$20.16M	106.36K	+9.7%	▲ Add	2
488	TT Trane Technologies plc	0.0%	$20.03M	48.07K	-1.8%	▼ Trim	2
489	COF Capital One Financial…	0.1%	$19.95M	109.38K	-1.5%	▼ Trim	2
490	KBWB Invesco KBW Bank ETF	0.0%	$19.87M	251.11K	+3428.3%	▲ Add	2
491	PSA Public Storage	0.0%	$19.85M	73.27K	-4.5%	▼ Trim	2
492	PM Philip Morris International…	0.1%	$19.80M	119.76K	-44.0%	▼ Trim	2
493	IWN iShares Russell 2000 Value…	0.0%	$19.71M	103.94K	-9.1%	▼ Trim	2
494	BLCR iShares Large Cap Core…	0.0%	$19.70M	479.72K	신규	New	1
495	TSCO Tractor Supply Company	0.0%	$19.53M	431.08K	-7.5%	▼ Trim	2
496	LRCX Lam Research Corporation	0.1%	$19.46M	91.08K	-8.2%	▼ Trim	2
497	IBM International Business…	0.2%	$19.40M	80.04K	+22.5%	▲ Add	2
498	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$19.33M	172.14K	-0.2%	▼ Trim	2
499	ATEC Alphatec Holdings, Inc.	0.0%	$19.30M	1.77M	-0.2%	▼ Trim	2
500	DOV Dover Corporation	0.0%	$19.23M	92.25K	+4.0%	▲ Add	2

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

증권	주식 수	이전	변동	가치	비중
CORO iShares International…	1.27M	—	신규	$40.88M	0.1%
BAI iShares A.I. Innovation…	890.40K	—	신규	$29.34M	0.0%
THRO iShares U.S. Thematic…	760.98K	—	신규	$27.56M	0.0%
XTEN	525.26K	—	신규	$24.09M	0.0%
PDO	1.75M	—	신규	$22.57M	0.0%
XLSR	389.68K	—	신규	$22.50M	0.0%
SHLD Global X - Defense Tech…	302.00K	—	신규	$21.39M	0.0%
BLCR iShares Large Cap Core…	479.72K	—	신규	$19.70M	0.0%
FISR	619.79K	—	신규	$15.94M	0.0%
CERY	385.48K	—	신규	$13.58M	0.0%
IBOC International…	196.86K	—	신규	$13.25M	0.0%
WINN	437.45K	—	신규	$12.13M	0.0%
PYLD PIMCO Multisector Bond…	433.82K	—	신규	$11.37M	0.0%
SPTL State Street SPDR…	430.09K	—	신규	$11.31M	0.0%
AVNM	145.38K	—	신규	$11.07M	0.0%
SYFI	276.31K	—	신규	$9.81M	0.0%
INSP Inspire Medical…	181.43K	—	신규	$9.36M	0.0%
CLIP	91.24K	—	신규	$9.16M	0.0%
EMHC	361.81K	—	신규	$8.97M	0.0%
PNFP Pinnacle Financial…	103.27K	—	신규	$8.90M	0.0%
VITL Vital Farms, Inc.	577.39K	—	신규	$8.15M	0.0%
AVUS Avantis U.S. Equity ETF	66.10K	—	신규	$7.35M	0.0%
EMBD	286.72K	—	신규	$6.72M	0.0%
JPIB	133.84K	—	신규	$6.40M	0.0%
FMC FMC Corporation	320.75K	—	신규	$5.52M	0.0%
JBLU JetBlue Airways…	1.21M	—	신규	$5.35M	0.0%
PAAA PGIM AAA CLO ETF	103.67K	—	신규	$5.31M	0.0%
GINN	76.35K	—	신규	$5.21M	0.0%
TIPX State Street SPDR…	266.93K	—	신규	$5.12M	0.0%
EBND SPDR Bloomberg Emerging…	223.66K	—	신규	$4.62M	0.0%
SPLB	204.99K	—	신규	$4.55M	0.0%
VSNT Versant Media Group…	120.22K	—	신규	$4.45M	0.0%
FLQL Franklin U.S. Large Cap…	55.67K	—	신규	$3.77M	0.0%
RYZ Ryerson Holding…	150.55K	—	신규	$3.38M	0.0%
REET iShares Global REIT ETF	131.69K	—	신규	$3.31M	0.0%
DIHP Dimensional…	97.76K	—	신규	$3.15M	0.0%
TLSI	787.27K	—	신규	$3.15M	0.0%
DFCF Dimensional - Core…	67.33K	—	신규	$2.84M	0.0%
AVRE	64.21K	—	신규	$2.83M	0.0%
DFSD Dimensional - Short…	58.09K	—	신규	$2.78M	0.0%
DFGX	51.60K	—	신규	$2.71M	0.0%
DFGP	47.12K	—	신규	$2.54M	0.0%
ENPH Enphase Energy, Inc.	63.89K	—	신규	$2.42M	0.0%
SPHY State Street SPDR…	101.86K	—	신규	$2.38M	0.0%
ACI Albertsons Companies…	136.90K	—	신규	$2.33M	0.0%
DGCB	42.93K	—	신규	$2.32M	0.0%
IPAR Inter Parfums, Inc.	25.54K	—	신규	$2.32M	0.0%
BCI abrdn Bloomberg All…	95.31K	—	신규	$2.32M	0.0%
SUNB Sunbelt Rentals…	34.99K	—	신규	$2.26M	0.0%
GDIV	135.10K	—	신규	$2.25M	0.0%
RPV Invesco S&P 500 Pure…	20.95K	—	신규	$2.25M	0.0%
AAXJ iShares MSCI All…	22.99K	—	신규	$2.21M	0.0%
GPZ	95.19K	—	신규	$2.04M	0.0%
PRFD	40.13K	—	신규	$2.03M	0.0%
CUBE CubeSmart	55.37K	—	신규	$2.03M	0.0%
DFEM Dimensional - Emerging…	58.24K	—	신규	$2.01M	0.0%
PULS PGIM Ultra Short Bond…	39.22K	—	신규	$1.94M	0.0%
LDUR	20.10K	—	신규	$1.93M	0.0%
CVLT Commvault Systems, Inc.	23.93K	—	신규	$1.86M	0.0%
IBDR iShares iBonds Dec 2026…	74.79K	—	신규	$1.81M	0.0%
YELP Yelp Inc.	73.03K	—	신규	$1.81M	0.0%
FCAL	36.28K	—	신규	$1.77M	0.0%
IRDM Iridium Communications…	55.13K	—	신규	$1.53M	0.0%
NIC Nicolet Bankshares, Inc.	10.18K	—	신규	$1.51M	0.0%
FIBR	16.85K	—	신규	$1.50M	0.0%
IBDS iShares iBonds Dec 2027…	59.98K	—	신규	$1.45M	0.0%
BALI	46.68K	—	신규	$1.44M	0.0%
CCCS CCC Intelligent…	230.01K	—	신규	$1.38M	0.0%
KOMP State Street SPDR S&P…	21.82K	—	신규	$1.28M	0.0%
PRK Park National…	7.73K	—	신규	$1.26M	0.0%
XHLF	24.96K	—	신규	$1.26M	0.0%
SUSC iShares ESG Aware USD…	54.27K	—	신규	$1.26M	0.0%
CF CF Industries Holdings…	9.64K	—	신규	$1.25M	0.0%
FBP First BanCorp.	57.98K	—	신규	$1.24M	0.0%
NMZ	118.08K	—	신규	$1.23M	0.0%
SPB Spectrum Brands…	16.56K	—	신규	$1.22M	0.0%
DFGR	44.98K	—	신규	$1.20M	0.0%
OFG OFG Bancorp	28.60K	—	신규	$1.16M	0.0%
IBDT iShares iBonds Dec 2028…	45.02K	—	신규	$1.14M	0.0%
BRKR Bruker Corporation	31.37K	—	신규	$1.13M	0.0%
VIOV	10.89K	—	신규	$1.11M	0.0%
HE Hawaiian Electric…	73.75K	—	신규	$1.09M	0.0%
HYS	11.32K	—	신규	$1.06M	0.0%
VCTR Victory Capital…	15.89K	—	신규	$1.04M	0.0%
EWZ iShares MSCI Brazil ETF	27.09K	—	신규	$1.04M	0.0%
IAPR	32.02K	—	신규	$1.01M	0.0%
PICB	43.85K	—	신규	$1.01M	0.0%
CBU Community Bank System…	16.88K	—	신규	$989,854	0.0%
BIRK Birkenstock Holding plc	27.30K	—	신규	$978,052	0.0%
GLOB Globant S.A.	20.18K	—	신규	$930,730	0.0%
DEXC	13.33K	—	신규	$865,000	0.0%
WASH Washington Trust…	25.76K	—	신규	$861,855	0.0%
PDBC Invesco Optimum Yield…	49.45K	—	신규	$856,448	0.0%
QLTA iShares Aaa - A Rated…	17.26K	—	신규	$821,594	0.0%
IBND	25.04K	—	신규	$778,306	0.0%
ZETA Zeta Global Holdings…	48.79K	—	신규	$776,720	0.0%
CALI	15.30K	—	신규	$771,598	0.0%
BKDV BNY Mellon Dynamic…	25.95K	—	신규	$769,678	0.0%
BKCI	15.54K	—	신규	$769,000	0.0%
JIG	10.16K	—	신규	$755,000	0.0%
FBCG Fidelity Blue Chip…	14.99K	—	신규	$750,992	0.0%
DT Dynatrace, Inc.	20.22K	—	신규	$747,790	0.0%
FFIN First Financial…	24.94K	—	신규	$734,561	0.0%
ZWS Zurn Elkay Water…	15.97K	—	신규	$716,348	0.0%
GEM Goldman Sachs…	16.33K	—	신규	$705,558	0.0%
IBHG	31.80K	—	신규	$703,669	0.0%
ETH	35.19K	—	신규	$698,774	0.0%
ORC	96.74K	—	신규	$680,058	0.0%
WRLD	4.98K	—	신규	$672,904	0.0%
PZA Invesco National…	29.24K	—	신규	$672,027	0.0%
FIGR Figure Technology…	19.68K	—	신규	$668,237	0.0%
IJAN	17.85K	—	신규	$647,598	0.0%
ETOR eToro Group Ltd.	21.34K	—	신규	$640,900	0.0%
FLXR TCW Flexible Income ETF	16.21K	—	신규	$636,000	0.0%
AVIV	8.51K	—	신규	$636,000	0.0%
QNST QuinStreet, Inc.	52.90K	—	신규	$635,305	0.0%
BLSH Bullish	17.41K	—	신규	$622,059	0.0%
RFV	4.74K	—	신규	$616,327	0.0%
IPAY	14.33K	—	신규	$613,000	0.0%
LCID Lucid Group, Inc.	63.23K	—	신규	$602,600	0.0%

증권	주식 수	이전	변동	가치	비중
VOO Vanguard S&P 500 ETF	5.14M	4.68M	+9.7%	$3.07B	4.4%
AAPL Apple Inc.	9.37M	9.12M	+2.8%	$2.38B	3.4%
NVDA NVIDIA Corporation	13.02M	12.59M	+3.5%	$2.27B	3.2%
MSFT Microsoft Corporation	4.10M	3.80M	+7.9%	$1.52B	2.2%
IVV iShares Core S&P 500 ETF	2.66M	2.55M	+4.5%	$1.74B	2.5%
SPY State Street SPDR S&P…	2.15M	2.06M	+4.2%	$1.40B	2.0%
VEA Vanguard FTSE Developed…	20.42M	19.34M	+5.6%	$1.31B	1.9%
GOOGL Alphabet Inc.	3.54M	3.50M	+0.9%	$1.02B	1.4%
AMZN Amazon.com, Inc.	4.96M	4.74M	+4.6%	$1.03B	1.5%
GOOG Alphabet Inc.	3.40M	3.36M	+1.0%	$974.04M	1.4%
IEFA iShares Core MSCI EAFE…	11.36M	11.22M	+1.3%	$1.03B	1.5%
AVGO Broadcom Inc.	3.02M	2.97M	+1.6%	$933.69M	1.3%
PG The Procter & Gamble…	6.20M	6.12M	+1.3%	$895.40M	1.3%
AGG iShares Core U.S.…	8.90M	7.99M	+11.4%	$883.78M	1.3%
QUAL iShares MSCI USA…	4.00M	3.53M	+13.4%	$767.33M	1.1%
LLY Eli Lilly and Company	732.55K	708.18K	+3.4%	$673.77M	1.0%
META Meta Platforms, Inc.	1.20M	1.09M	+10.1%	$687.96M	1.0%
JPM JPMorgan Chase & Co.	2.09M	2.05M	+2.1%	$616.20M	0.9%
VTI Vanguard Morningstar…	1.98M	1.88M	+5.8%	$636.98M	0.9%
SCHX Schwab U.S. Large-Cap…	19.18M	18.99M	+1.0%	$491.92M	0.7%
IWF iShares Russell 1000…	1.14M	964.22K	+18.1%	$485.83M	0.7%
QQQ Invesco QQQ Trust…	793.35K	751.15K	+5.6%	$458.04M	0.6%
RSP Invesco S&P 500 Equal…	2.38M	1.96M	+21.3%	$457.05M	0.6%
IDEV iShares Core MSCI…	5.46M	3.48M	+57.0%	$456.19M	0.6%
JNJ Johnson & Johnson	1.85M	1.81M	+2.2%	$451.36M	0.6%
IEMG iShares Core MSCI…	6.28M	5.29M	+18.8%	$437.96M	0.6%
COST Costco Wholesale…	433.64K	405.77K	+6.9%	$432.09M	0.6%
V Visa Inc.	1.15M	1.13M	+1.2%	$346.60M	0.5%
BRK-B Berkshire Hathaway Inc.	808.58K	782.06K	+3.4%	$387.46M	0.5%
VO Vanguard Morningstar…	1.33M	1.12M	+19.2%	$383.55M	0.5%
IJH iShares Core S&P…	5.67M	5.10M	+11.1%	$382.79M	0.5%
XONA.DE Exxon Mobil Corporation	2.19M	2.09M	+4.7%	$371.71M	0.5%
SPAB State Street SPDR…	12.70M	11.68M	+8.8%	$325.40M	0.5%
VTV Vanguard Morningstar…	1.62M	1.33M	+21.8%	$318.93M	0.5%
VGSH Vanguard Short-Term…	5.27M	4.83M	+9.0%	$308.27M	0.4%
VUG Vanguard Morningstar…	696.27K	556.03K	+25.2%	$305.40M	0.4%
MTUM iShares MSCI USA…	1.18M	1.16M	+2.3%	$283.93M	0.4%
IWB iShares Russell 1000 ETF	800.12K	745.03K	+7.4%	$285.30M	0.4%
VGIT Vanguard…	4.78M	4.22M	+13.3%	$284.84M	0.4%
ABBV AbbVie Inc.	1.22M	1.20M	+1.3%	$264.34M	0.4%
AVEM Avantis Emerging…	3.37M	2.89M	+16.8%	$271.59M	0.4%
VEU Vanguard FTSE All-World…	3.58M	3.12M	+14.7%	$269.18M	0.4%
BSV Vanguard Short-Term…	3.40M	3.29M	+3.3%	$266.69M	0.4%
JPST JPMorgan Ultra-Short…	5.19M	4.88M	+6.2%	$262.51M	0.4%
HD The Home Depot, Inc.	777.29K	761.79K	+2.0%	$255.66M	0.4%
SCHP Schwab US TIPS ETF	9.80M	9.29M	+5.4%	$260.68M	0.4%
CVX Chevron Corporation	1.25M	1.20M	+3.9%	$258.85M	0.4%
IQLT iShares MSCI Intl…	5.22M	4.84M	+7.9%	$241.16M	0.3%
IEI iShares 3-7 Year…	1.97M	1.95M	+0.7%	$233.52M	0.3%
RTX RTX Corporation	1.21M	1.21M	+0.1%	$233.31M	0.3%
AVLV Avantis U.S. Large Cap…	2.83M	2.51M	+12.7%	$228.11M	0.3%
VWO Vanguard FTSE Emerging…	4.20M	3.60M	+16.7%	$227.47M	0.3%
VB Vanguard Morningstar…	863.57K	770.78K	+12.0%	$227.05M	0.3%
VTEB Vanguard Tax-Exempt…	4.40M	4.04M	+9.0%	$219.62M	0.3%
TSM Taiwan Semiconductor…	624.17K	552.57K	+13.0%	$210.95M	0.3%
SPYV State Street SPDR…	3.60M	3.57M	+0.9%	$203.80M	0.3%
CSCO Cisco Systems, Inc.	2.60M	2.57M	+1.5%	$202.07M	0.3%
VIG Vanguard Dividend…	933.62K	857.70K	+8.8%	$201.02M	0.3%
MGK Vanguard Morningstar…	541.19K	450.60K	+20.1%	$200.74M	0.3%
ABT Abbott Laboratories	1.59M	1.58M	+0.5%	$162.96M	0.2%
CAT Caterpillar Inc.	275.41K	270.93K	+1.7%	$195.15M	0.3%
VXF Vanguard Extended…	947.69K	811.83K	+16.7%	$195.04M	0.3%
APH Amphenol Corporation	1.41M	1.35M	+4.3%	$178.24M	0.3%
SPYM State Street SPDR…	2.35M	363.94K	+544.8%	$179.60M	0.3%
QQQM Invesco NASDAQ 100 ETF	746.48K	492.19K	+51.7%	$177.38M	0.3%
PANW Palo Alto Networks, Inc.	1.04M	949.19K	+9.0%	$165.93M	0.2%
IWD iShares Russell 1000…	815.58K	452.28K	+80.3%	$174.27M	0.2%
DFAC Dimensional - US Core…	4.46M	4.00M	+11.7%	$173.42M	0.2%
SCHM Schwab U.S. Mid-Cap ETF	5.51M	5.44M	+1.3%	$170.87M	0.2%
SCHF Schwab International…	6.89M	6.70M	+2.7%	$170.72M	0.2%
DFIV Dimensional -…	3.21M	3.08M	+4.4%	$169.57M	0.2%
EFA iShares MSCI EAFE ETF	1.68M	1.61M	+4.3%	$163.47M	0.2%
RODM Hartford Multifactor…	4.07M	4.04M	+0.9%	$160.56M	0.2%
BLK BlackRock, Inc.	166.69K	147.41K	+13.1%	$160.31M	0.2%
MCD McDonald's Corporation	515.10K	504.94K	+2.0%	$160.09M	0.2%
SPEM State Street SPDR…	3.26M	2.77M	+17.5%	$152.89M	0.2%
AMGN Amgen Inc.	433.56K	411.87K	+5.3%	$152.55M	0.2%
GE GE Aerospace	537.50K	481.95K	+11.5%	$152.53M	0.2%
DFSV Dimensional - US Small…	4.31M	3.81M	+13.2%	$150.94M	0.2%
CGXU Capital Group…	5.03M	4.13M	+21.8%	$148.47M	0.2%
PLTR Palantir Technologies…	866.94K	824.13K	+5.2%	$126.81M	0.2%
NFLX Netflix, Inc.	1.50M	1.34M	+12.3%	$144.64M	0.2%
VXUS Vanguard Total…	1.86M	1.65M	+13.1%	$143.72M	0.2%
AVDV Avantis International…	1.42M	1.33M	+6.7%	$142.16M	0.2%
VCSH Vanguard Short-Term…	1.79M	1.74M	+2.8%	$141.94M	0.2%
CRM Salesforce, Inc.	601.12K	533.94K	+12.6%	$112.21M	0.2%
HON Honeywell International…	625.70K	605.15K	+3.4%	$141.43M	0.2%
CB Chubb Limited	423.81K	410.45K	+3.3%	$138.13M	0.2%
INTU Intuit Inc.	219.67K	208.47K	+5.4%	$94.98M	0.1%
NEE NextEra Energy, Inc.	1.48M	1.44M	+2.5%	$137.50M	0.2%
USVM VictoryShares US Small…	1.43M	1.41M	+1.9%	$135.79M	0.2%
DIS The Walt Disney Company	1.21M	1.19M	+2.2%	$116.88M	0.2%
CRWD CrowdStrike Holdings…	291.49K	286.71K	+1.7%	$113.80M	0.2%
IWM iShares Russell 2000 ETF	535.72K	535.71K	0.0%	$132.88M	0.2%
SCHW The Charles Schwab…	1.41M	1.11M	+27.0%	$132.83M	0.2%
VRTX Vertex Pharmaceuticals…	296.65K	261.55K	+13.4%	$132.47M	0.2%
C Citigroup Inc.	1.10M	1.08M	+2.2%	$125.14M	0.2%
USMV iShares MSCI USA Min…	1.33M	1.22M	+8.5%	$122.98M	0.2%
DFUV Dimensional - US…	2.53M	2.48M	+2.3%	$122.74M	0.2%
ASML ASML Holding N.V.	92.35K	91.19K	+1.3%	$121.98M	0.2%
IGM iShares Expanded Tech…	952.45K	942.89K	+1.0%	$112.88M	0.2%
GLDM SPDR Gold MiniShares…	1.27M	1.18M	+7.3%	$117.48M	0.2%
XLK State Street Technology…	881.25K	798.93K	+10.3%	$117.12M	0.2%
IVW iShares S&P 500 Growth…	1.03M	517.76K	+99.0%	$116.56M	0.2%
SKOR	2.37M	2.25M	+5.5%	$115.27M	0.2%
VYM Vanguard High Dividend…	774.71K	761.57K	+1.7%	$114.75M	0.2%
MUB iShares National Muni…	1.07M	999.23K	+7.1%	$113.61M	0.2%
SCHA Schwab U.S. Small-Cap…	3.84M	3.76M	+2.3%	$111.98M	0.2%
IBM International Business…	460.31K	375.64K	+22.5%	$111.58M	0.2%
IVE iShares S&P 500 Value…	517.50K	193.63K	+167.3%	$109.27M	0.2%
VONG Vanguard Russell 1000…	991.75K	829.76K	+19.5%	$108.78M	0.2%
SYK Stryker Corporation	314.46K	305.75K	+2.9%	$103.33M	0.1%
ADI Analog Devices, Inc.	328.69K	305.79K	+7.5%	$104.57M	0.1%
ACWX iShares MSCI ACWI ex…	1.52M	938.20K	+62.2%	$104.17M	0.1%
SPGI S&P Global Inc.	226.30K	199.26K	+13.6%	$96.26M	0.1%
EMR Emerson Electric Co.	789.72K	783.72K	+0.8%	$103.47M	0.1%
URI United Rentals, Inc.	127.14K	125.43K	+1.4%	$92.63M	0.1%
ANGL VanEck Fallen Angel…	3.49M	3.33M	+4.5%	$100.10M	0.1%
SCHG Schwab U.S. Large-Cap…	3.20M	3.07M	+4.2%	$93.63M	0.1%
LMT Lockheed Martin…	165.14K	144.70K	+14.1%	$99.81M	0.1%

증권	주식 수	이전	변동	가치	비중
TSLA Tesla, Inc.	612.98K	1.08M	-43.3%	$227.99M	0.3%
TJX The TJX Companies, Inc.	1.58M	3.01M	-47.5%	$252.44M	0.4%
IJR iShares Core S&P…	3.58M	3.66M	-2.3%	$444.53M	0.6%
SGOV iShares 0-3 Month…	3.57M	3.94M	-9.6%	$358.89M	0.5%
WMT Walmart Inc.	3.14M	3.17M	-1.1%	$389.68M	0.6%
CACC Credit Acceptance…	2.58K	786.83K	-99.7%	$1.09M	0.0%
ITOT iShares Core S&P Total…	1.86M	1.96M	-5.0%	$265.56M	0.4%
IAU iShares Gold Trust	3.16M	3.28M	-3.8%	$278.46M	0.4%
TMO Thermo Fisher…	200.49K	411.04K	-51.2%	$98.54M	0.1%
BAC Bank of America…	4.13M	4.27M	-3.2%	$201.41M	0.3%
ORCL Oracle Corporation	1.17M	1.18M	-1.0%	$172.37M	0.2%
MA Mastercard Incorporated	395.70K	402.03K	-1.6%	$197.73M	0.3%
SHY iShares 1-3 Year…	2.50M	2.66M	-5.8%	$206.73M	0.3%
ITW Illinois Tool Works Inc.	760.29K	841.88K	-9.7%	$197.90M	0.3%
MRK Merck & Co., Inc.	1.64M	1.72M	-4.7%	$197.21M	0.3%
VGT Vanguard Information…	249.81K	251.93K	-0.8%	$174.30M	0.2%
GLD SPDR Gold Shares	430.05K	438.25K	-1.9%	$185.05M	0.3%
GS The Goldman Sachs…	183.36K	186.29K	-1.6%	$155.13M	0.2%
PEP PepsiCo, Inc.	1.03M	1.04M	-0.4%	$160.72M	0.2%
SCHD Schwab U.S. Dividend…	2.50M	5.43M	-53.9%	$76.77M	0.1%
KLAC KLA Corporation	100.27K	101.86K	-1.6%	$147.64M	0.2%
AMD Advanced Micro Devices…	662.70K	676.78K	-2.1%	$134.81M	0.2%
WM Waste Management, Inc.	579.39K	585.83K	-1.1%	$133.14M	0.2%
TXN Texas Instruments…	405.84K	758.63K	-46.5%	$78.79M	0.1%
BSX Boston Scientific…	1.26M	1.27M	-0.1%	$79.30M	0.1%
PM Philip Morris…	398.22K	711.03K	-44.0%	$65.84M	0.1%
ACN Accenture plc	352.29K	398.79K	-11.7%	$69.85M	0.1%
LRCX Lam Research Corporation	491.09K	534.94K	-8.2%	$104.95M	0.1%
MMM 3M Company	574.60K	653.33K	-12.1%	$83.45M	0.1%
PWR Quanta Services, Inc.	182.48K	190.14K	-4.0%	$100.19M	0.1%
PNC The PNC Financial…	253.07K	449.78K	-43.7%	$52.66M	0.1%
TER Teradyne, Inc.	204.24K	459.05K	-55.5%	$60.55M	0.1%
PCG PG&E Corporation	3.15M	5.41M	-41.7%	$55.36M	0.1%
BMY Bristol-Myers Squibb…	1.39M	1.42M	-1.7%	$84.47M	0.1%
COF Capital One Financial…	342.48K	347.76K	-1.5%	$62.48M	0.1%
PFE Pfizer Inc.	1.70M	3.19M	-46.7%	$47.68M	0.1%
BKNG Booking Holdings Inc.	14.17K	14.59K	-2.8%	$59.67M	0.1%
HOOD Robinhood Markets, Inc.	659.18K	687.72K	-4.2%	$45.68M	0.1%
HTO H2O America	1.31M	1.45M	-9.4%	$76.84M	0.1%
MDT Medtronic plc	756.04K	791.01K	-4.4%	$65.51M	0.1%
CPB Campbell Soup Company	1.14M	2.68M	-57.6%	$25.30M	0.0%
NTRS Northern Trust…	508.34K	524.08K	-3.0%	$70.95M	0.1%
POCT	1.55M	1.58M	-1.9%	$66.70M	0.1%
INTC Intel Corp.	1.53M	1.63M	-5.9%	$67.57M	0.1%
ECL Ecolab Inc.	240.45K	250.83K	-4.1%	$63.96M	0.1%
STIP iShares 0-5 Year TIPS…	629.36K	633.45K	-0.6%	$64.92M	0.1%
CI Cigna Corporation	130.64K	234.67K	-44.3%	$34.85M	0.0%
ADP Automatic Data…	232.06K	250.26K	-7.3%	$47.15M	0.1%
BRK-A Berkshire Hathaway Inc.	82	85	-3.5%	$58.89M	0.1%
LOW Lowe's Companies, Inc.	255.40K	259.87K	-1.7%	$60.35M	0.1%
SCHR Schwab…	1.93M	2.47M	-21.9%	$48.04M	0.1%
SPTM State Street SPDR…	742.99K	746.39K	-0.5%	$58.74M	0.1%
ZM Zoom Communications…	221.11K	704.18K	-68.6%	$17.77M	0.0%
GSIE Goldman Sachs…	1.29M	1.37M	-5.8%	$55.48M	0.1%
ROP Roper Technologies, Inc.	111.97K	130.96K	-14.5%	$39.62M	0.1%
TDW Tidewater Inc.	542.61K	1.14M	-52.5%	$45.33M	0.1%
OEF iShares S&P 100 ETF	166.48K	166.76K	-0.2%	$52.95M	0.1%
ADSK Autodesk, Inc.	184.37K	192.63K	-4.3%	$44.14M	0.1%
GLW Corning Inc	416.50K	430.98K	-3.4%	$56.87M	0.1%
XLF State Street Financial…	1.02M	1.04M	-1.5%	$50.37M	0.1%
STE STERIS plc	96.04K	209.92K	-54.2%	$21.24M	0.0%
NSC Norfolk Southern…	179.56K	180.59K	-0.6%	$51.54M	0.1%
TMUS T-Mobile US, Inc.	155.19K	255.34K	-39.2%	$32.59M	0.0%
SHV iShares Trust iShares…	352.88K	469.14K	-24.8%	$38.96M	0.1%
SCHO Schwab Short-Term U.S.…	1.69M	2.11M	-19.8%	$41.09M	0.1%
VIOO Vanguard S&P Small-Cap…	446.75K	450.51K	-0.8%	$51.30M	0.1%
ETHA iShares Ethereum Trust…	1.62M	2.26M	-28.2%	$25.69M	0.0%
XYL Xylem Inc.	341.77K	371.42K	-8.0%	$40.84M	0.1%
RBLX Roblox Corporation	609.26K	619.30K	-1.6%	$34.46M	0.0%
MS Morgan Stanley	258.92K	275.70K	-6.1%	$42.61M	0.1%
MDLZ Mondelez International…	805.74K	899.93K	-10.5%	$46.44M	0.1%
PH Parker-Hannifin…	54.03K	54.95K	-1.7%	$48.37M	0.1%
CL Colgate-Palmolive…	560.83K	603.55K	-7.1%	$47.80M	0.1%
XLV State Street Health…	270.45K	304.47K	-11.2%	$39.65M	0.1%
WDC Western Digital…	173.00K	180.59K	-4.2%	$46.80M	0.1%
PSX Phillips 66	204.11K	356.87K	-42.8%	$37.19M	0.1%
SBUX Starbucks Corporation	289.52K	538.00K	-46.2%	$25.94M	0.0%
VPL Vanguard FTSE Pacific…	445.93K	467.25K	-4.6%	$43.58M	0.1%
BDX Becton, Dickinson and…	231.79K	216.46K	-15.8% ✂	$36.44M	0.1%
JCPB JPMorgan Core Plus Bond…	637.70K	868.01K	-26.5%	$30.02M	0.0%
IQV IQVIA Holdings Inc.	144.06K	179.68K	-19.8%	$24.57M	0.0%
ONON On Holding AG	677.13K	854.15K	-20.7%	$23.04M	0.0%
IJT iShares S&P Small-Cap…	273.82K	275.93K	-0.8%	$39.62M	0.1%
CNC Centene Corp.	946.92K	955.88K	-0.9%	$31.00M	0.0%
SHW The Sherwin-Williams…	109.90K	120.74K	-9.0%	$35.23M	0.1%
ATEC Alphatec Holdings, Inc.	1.82M	1.82M	-0.2%	$19.81M	0.0%
FTI TechnipFMC plc	552.37K	584.03K	-5.4%	$38.19M	0.1%
ACWI iShares MSCI ACWI ETF	262.25K	265.66K	-1.3%	$36.29M	0.1%
CME CME Group Inc.	127.21K	137.39K	-7.4%	$37.57M	0.1%
ZTS Zoetis Inc.	127.68K	298.18K	-57.2%	$15.09M	0.0%
ALC Alcon Inc.	466.97K	474.09K	-1.5%	$35.19M	0.1%
TEAM Atlassian Corporation	114.44K	229.98K	-50.2%	$7.81M	0.0%
CVS CVS Health Corp.	440.71K	446.89K	-1.4%	$31.65M	0.0%
MO Altria Group, Inc.	482.07K	612.96K	-21.4%	$31.81M	0.0%
TT Trane Technologies plc	81.43K	82.90K	-1.8%	$33.94M	0.0%
WAB Westinghouse Air Brake…	130.80K	158.66K	-17.6%	$32.69M	0.0%
SNDK Sandisk Corporation	52.38K	67.59K	-22.5%	$33.28M	0.0%
TXT Textron Inc.	203.04K	370.16K	-45.1%	$17.78M	0.0%
EXPE Expedia Group, Inc.	67.02K	112.03K	-40.2%	$15.47M	0.0%
LNG Cheniere Energy, Inc.	110.26K	110.54K	-0.3%	$31.29M	0.0%
THC Tenet Healthcare…	147.66K	156.14K	-5.4%	$27.86M	0.0%
CIEN Ciena Corporation	78.52K	85.26K	-7.9%	$30.48M	0.0%
LECO Lincoln Electric…	115.98K	123.90K	-6.4%	$28.89M	0.0%
TFC Truist Financial…	556.83K	601.45K	-7.4%	$25.60M	0.0%
GEHC GE HealthCare…	330.57K	359.95K	-8.2%	$23.53M	0.0%
CORT Corcept Therapeutics…	731.69K	755.29K	-3.1%	$29.49M	0.0%
KR The Kroger Co.	401.70K	410.72K	-2.2%	$29.07M	0.0%
FIG Figma, Inc.	717.59K	774.98K	-7.4%	$15.17M	0.0%
VDC Vanguard Consumer…	124.96K	126.02K	-0.8%	$28.07M	0.0%
IGIB iShares 5-10 Year…	517.20K	517.32K	0.0%	$27.53M	0.0%
XLY State Street Consumer…	221.47K	231.74K	-4.4%	$24.14M	0.0%
ESGV Vanguard ESG U.S. Stock…	227.10K	227.68K	-0.2%	$25.50M	0.0%
PYPL PayPal Holdings, Inc.	205.16K	465.12K	-55.9%	$9.28M	0.0%
TXRH Texas Roadhouse, Inc.	121.22K	163.36K	-25.8%	$20.02M	0.0%
AMT American Tower…	106.74K	154.20K	-30.8%	$18.42M	0.0%
SLYV State Street SPDR S&P…	286.05K	289.67K	-1.2%	$27.05M	0.0%
TSCO Tractor Supply Company	488.49K	528.40K	-7.5%	$22.13M	0.0%
NTRA Natera, Inc.	109.72K	115.28K	-4.8%	$21.94M	0.0%
BBY Best Buy Co., Inc.	216.09K	394.35K	-45.2%	$13.87M	0.0%
MAGS Roundhill Magnificent…	302.23K	391.95K	-22.9%	$17.51M	0.0%

증권	주식 수	이전	변동	가치	비중
CYBR CyberArk Software Ltd.	—	39.84K	퇴출	$17.77M	0.0%
EXAS Exact Sciences…	—	125.32K	퇴출	$12.73M	0.0%
DUOL Duolingo, Inc.	—	54.34K	퇴출	$9.54M	0.0%
UCON First Trust Smith…	—	375.80K	퇴출	$9.46M	0.0%
CFLT Confluent, Inc.	—	274.46K	퇴출	$8.30M	0.0%
SNV Synovus Financial Corp.	—	99.39K	퇴출	$4.97M	0.0%
SDVY First Trust SMID Cap…	—	82.15K	퇴출	$3.15M	0.0%
DAY Dayforce Inc	—	39.64K	퇴출	$2.74M	0.0%
FSFG	—	69.92K	퇴출	$2.23M	0.0%
IXP	—	18.14K	퇴출	$2.20M	0.0%
PTA	—	106.18K	퇴출	$2.05M	0.0%
DBEM	—	49.83K	퇴출	$1.59M	0.0%
CADE Cadence Bank	—	36.88K	퇴출	$1.58M	0.0%
SEM Select Medical Holdings…	—	103.25K	퇴출	$1.53M	0.0%
CHW	—	202.77K	퇴출	$1.50M	0.0%
LDP	—	69.40K	퇴출	$1.47M	0.0%
CMA Comerica Incorporated	—	16.81K	퇴출	$1.46M	0.0%
THRM Gentherm Incorporated	—	38.73K	퇴출	$1.41M	0.0%
CIVI Civitas Resources, Inc.	—	51.83K	퇴출	$1.40M	0.0%
TEFOF	—	342.48K	퇴출	$1.39M	0.0%
REVG REV Group, Inc.	—	20.27K	퇴출	$1.23M	0.0%
EZPW EZCORP, Inc.	—	60.19K	퇴출	$1.17M	0.0%
BJRI BJ's Restaurants, Inc.	—	29.32K	퇴출	$1.16M	0.0%
DCO Ducommun Incorporated	—	10.14K	퇴출	$964,904	0.0%
IHI iShares U.S. Medical…	—	15.15K	퇴출	$941,814	0.0%
TRFK	—	13.80K	퇴출	$884,028	0.0%
EXI iShares Global…	—	5.01K	퇴출	$877,991	0.0%
PCH PotlatchDeltic…	—	19.11K	퇴출	$760,125	0.0%
SPXL Direxion Daily S&P 500…	—	3.40K	퇴출	$748,912	0.0%
TGNA TEGNA Inc.	—	37.26K	퇴출	$723,143	0.0%
BIT	—	53.21K	퇴출	$694,905	0.0%
BFIN	—	57.23K	퇴출	$686,736	0.0%
HIW Highwoods Properties…	—	25.70K	퇴출	$663,441	0.0%
BCAT	—	46.63K	퇴출	$660,304	0.0%
QNCX	—	189.79K	퇴출	$635,793	0.0%
EMO	—	13.70K	퇴출	$611,615	0.0%
ROM	—	6.40K	퇴출	$603,520	0.0%
APLS Apellis…	—	23.97K	퇴출	$602,152	0.0%
PTY	—	45.06K	퇴출	$581,322	0.0%
DSL	—	51.40K	퇴출	$579,278	0.0%
BAB	—	20.46K	퇴출	$556,594	0.0%
AZTA Azenta, Inc.	—	16.26K	퇴출	$540,755	0.0%
IJUL	—	15.99K	퇴출	$535,724	0.0%
BSMV	—	24.33K	퇴출	$514,215	0.0%
BSMW	—	20.29K	퇴출	$509,557	0.0%
BSSX	—	19.59K	퇴출	$506,603	0.0%
PSN Parsons Corporation	—	8.19K	퇴출	$505,833	0.0%
BSMY	—	20.53K	퇴출	$504,701	0.0%
SPMB State Street SPDR…	—	21.57K	퇴출	$483,424	0.0%
GEN Gen Digital Inc.	—	17.74K	퇴출	$482,251	0.0%
RSSB	—	16.95K	퇴출	$476,558	0.0%
OUSA	—	8.22K	퇴출	$474,063	0.0%
BSCQ Invesco BulletShares…	—	24.01K	퇴출	$470,045	0.0%
STN Stantec Inc.	—	4.90K	퇴출	$462,743	0.0%
FYBR Frontier Communications…	—	12.04K	퇴출	$458,211	0.0%
HIMS Hims & Hers Health, Inc.	—	13.61K	퇴출	$441,949	0.0%
EB	—	97.16K	퇴출	$432,380	0.0%
CCD	—	20.00K	퇴출	$417,200	0.0%
BKIE	—	4.45K	퇴출	$411,892	0.0%
FELV Fidelity Enhanced Large…	—	11.81K	퇴출	$409,451	0.0%
HYD VanEck High Yield Muni…	—	7.49K	퇴출	$382,777	0.0%
OLN Olin Corporation	—	18.16K	퇴출	$378,217	0.0%
ALAB Astera Labs, Inc.…	—	2.27K	퇴출	$378,178	0.0%
SLI	—	83.69K	퇴출	$374,100	0.0%
ETHE	—	15.11K	퇴출	$368,231	0.0%
MEGI	—	26.50K	퇴출	$364,640	0.0%
ISTB iShares Core 1-5 Year…	—	7.33K	퇴출	$357,289	0.0%
BRW	—	50.20K	퇴출	$351,927	0.0%
RJET	—	18.91K	퇴출	$347,395	0.0%
MDYG State Street SPDR S&P…	—	3.76K	퇴출	$347,394	0.0%
OMCL Omnicell, Inc.	—	7.61K	퇴출	$344,869	0.0%
QDEL QuidelOrtho Corporation	—	11.75K	퇴출	$335,694	0.0%
KRYS Krystal Biotech, Inc.	—	1.36K	퇴출	$335,548	0.0%
SSO	—	5.79K	퇴출	$335,059	0.0%
DMBS	—	6.65K	퇴출	$330,206	0.0%
LAD Lithia Motors, Inc.	—	992	퇴출	$329,744	0.0%
WGS GeneDx Holdings Corp.	—	2.53K	퇴출	$328,661	0.0%
STEL Stellar Bancorp, Inc.	—	10.61K	퇴출	$328,278	0.0%
MBCN	—	9.18K	퇴출	$317,077	0.0%
PFSI PennyMac Financial…	—	2.40K	퇴출	$316,294	0.0%
OCUL Ocular Therapeutix, Inc.	—	25.41K	퇴출	$308,429	0.0%
FTNY	—	39.01K	퇴출	$306,049	0.0%
QGEN Qiagen N.V.	—	6.79K	퇴출	$305,391	0.0%
KSS Kohl's Corporation	—	14.76K	퇴출	$301,292	0.0%
MIR Mirion Technologies…	—	12.61K	퇴출	$295,327	0.0%
LNTH Lantheus Holdings, Inc.	—	4.40K	퇴출	$292,953	0.0%
NIQ NIQ Global Intelligence…	—	17.58K	퇴출	$289,910	0.0%
MNDY monday.com Ltd.	—	1.96K	퇴출	$289,616	0.0%
RUN Sunrun Inc.	—	15.74K	퇴출	$289,559	0.0%
LGND Ligand Pharmaceuticals…	—	1.53K	퇴출	$289,466	0.0%
NUV	—	31.39K	퇴출	$284,439	0.0%
BLKB Blackbaud, Inc.	—	4.46K	퇴출	$282,344	0.0%
EVER EverQuote, Inc.	—	10.21K	퇴출	$275,751	0.0%
SKT Tanger Inc.	—	8.11K	퇴출	$270,662	0.0%
ARKF	—	5.56K	퇴출	$264,955	0.0%
FXL First Trust Technology…	—	1.57K	퇴출	$264,503	0.0%
GO Grocery Outlet Holding…	—	25.38K	퇴출	$256,369	0.0%
THS TreeHouse Foods, Inc.	—	10.83K	퇴출	$255,550	0.0%
NATR	—	11.67K	퇴출	$251,903	0.0%
FTDR Frontdoor, Inc.	—	4.35K	퇴출	$251,012	0.0%
BVN Compañía de Minas…	—	8.93K	퇴출	$248,399	0.0%
STPZ	—	4.55K	퇴출	$244,416	0.0%
BANF BancFirst Corporation	—	2.30K	퇴출	$243,832	0.0%
SCMB Schwab Municipal Bond…	—	9.28K	퇴출	$238,982	0.0%
QUBT Quantum Computing, Inc.	—	23.12K	퇴출	$238,184	0.0%
IETC	—	2.26K	퇴출	$229,462	0.0%
APLD Applied Digital Corp.	—	8.91K	퇴출	$218,424	0.0%
PKOH Park-Ohio Holdings Corp.	—	10.31K	퇴출	$215,984	0.0%
TEN Tsakos Energy…	—	9.50K	퇴출	$212,990	0.0%
JBGS JBG SMITH Properties	—	12.50K	퇴출	$212,564	0.0%
QQA	—	4.00K	퇴출	$212,080	0.0%
DBJP	—	2.24K	퇴출	$211,805	0.0%
HHH Howard Hughes Holdings…	—	2.64K	퇴출	$210,911	0.0%
ETG	—	9.10K	퇴출	$210,270	0.0%
MGRC McGrath RentCorp	—	2.00K	퇴출	$209,650	0.0%
HCC Warrior Met Coal, Inc.	—	2.36K	퇴출	$208,258	0.0%
EFC Ellington Financial Inc.	—	15.30K	퇴출	$207,837	0.0%
FIGB	—	4.70K	퇴출	$203,929	0.0%
TCHP T. Rowe Price Blue Chip…	—	4.04K	퇴출	$201,434	0.0%
DRVN Driven Brands Holdings…	—	13.15K	퇴출	$194,853	0.0%

기초 자산	유형	기초 주식 수	보고 가치
SPY	Call	165.70K	$107.76M
SPY	Call	79.10K	$51.44M
QQQ	Put	166.10K	$35.48M
AAPL	Put	49.70K	$12.61M
AAPL	Put	21.10K	$5.35M
NVDA	Put	29.10K	$5.08M
TSLA	Call	12.30K	$4.57M
AMZN	Call	20.00K	$4.17M
NFLX	Put	42.00K	$4.04M
ETN	Put	11.20K	$4.01M
NVDA	Put	21.70K	$3.78M
CRCL	Call	30.00K	$2.86M
AAPL	Put	10.00K	$2.54M
META	Put	3.80K	$2.17M
AVGO	Put	6.00K	$1.86M
ABBV	Put	8.20K	$1.78M
NVDA	Call	10.00K	$1.74M
ANET	Call	13.80K	$1.69M
EFA	Call	17.40K	$1.69M
GOOGL	Put	5.50K	$1.58M
GE	Put	5.50K	$1.56M
LOW	Put	6.50K	$1.54M
SPY	Put	2.00K	$1.30M
MSFT	Put	3.30K	$1.22M
TSM	Call	3.50K	$1.18M
RTX	Put	6.00K	$1.16M
MSFT	Put	3.00K	$1.11M
AMZN	Put	5.00K	$1.04M
PYPL	Call	21.00K	$949,830
WMT	Put	7.50K	$932,100
TSLA	Put	2.50K	$929,375
GOOGL	Call	3.20K	$920,192
ABT	Put	8.80K	$903,496
MSFT	Put	2.40K	$888,408
UPS	Put	8.00K	$787,040
NVDA	Call	4.50K	$784,800
GS	Call	900	$761,391
QQQ	Call	1.10K	$715,374
CAT	Put	1.00K	$708,460
NVO	Put	18.40K	$676,200
AMD	Call	3.30K	$671,319
LRCX	Call	3.10K	$662,346
MSTR	Call	5.00K	$624,000
MU	Call	1.80K	$608,112
PGR	Put	3.00K	$594,720
JPM	Call	2.00K	$588,320
RH	Put	5.00K	$525,600
PG	Put	3.60K	$519,984
EWJ	Call	6.00K	$506,640
IBIT	Call	13.10K	$503,302
AAPL	Call	1.90K	$482,201
PG	Put	3.20K	$462,208
GE	Put	1.60K	$454,032
V	Put	1.50K	$453,360
JPM	Put	1.50K	$441,240
ASML	Put	300	$396,249
LDOS	Put	2.50K	$388,800
UNH	Put	1.40K	$378,826
JNJ	Put	1.50K	$366,660
WM	Put	1.50K	$344,685
XONA.DE	Put	2.00K	$339,320
BABA	Call	2.70K	$338,742
SPY	Call	500	$325,170
AVGO	Call	1.00K	$309,510
AMD	Put	1.50K	$305,145
DE	Put	500	$281,650
SNPS	Put	700	$277,536
LLY	Call	300	$275,931
AMZN	Call	1.30K	$270,751
GEV	Put	300	$261,870
TSM	Put	700	$236,565
SLV	Put	3.40K	$231,676
ORCL	Call	1.50K	$220,665
FTI	Call	3.00K	$207,390
APP	Call	500	$199,000
META	Call	300	$171,639
XONA.DE	Call	1.00K	$169,660
MS	Call	1.00K	$164,570
ECL	Put	600	$159,612
MRVL	Call	1.60K	$158,480
CRWD	Call	400	$156,164
MCD	Put	500	$155,395
TSLA	Call	400	$148,700
BAC	Call	3.00K	$146,250
ASML	Call	100	$132,083
APH	Call	1.00K	$126,350
IWM	Call	500	$124,000
IBM	Call	500	$121,195
FCX	Call	2.00K	$117,560
C	Call	1.00K	$113,410
MSFT	Call	300	$111,051
PWR	Call	200	$109,804
AMGN	Call	300	$105,555
NOW	Call	900	$94,095
NVMI	Call	200	$86,856
GOOG	Put	300	$86,058
WFC	Call	1.00K	$79,610
TLT	Call	900	$78,021
APO	Call	700	$77,994
PLTR	Call	500	$73,140

13F는 옵션의 명목 가치(기초 주식 수 및 시장가치)를 보고하지만 행사가격, 만기일, 매수·매도 여부는 포함되지 않으므로 방향성을 추론할 수 없습니다. 방법론

포지션 보유 기간

3920–1 분기

26112–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Corient Private Wealth LP	2314	61.5%	0.8675	비교 ⇄
Raymond James Financial Inc	2794	55.4%	0.8567	비교 ⇄
Rockefeller Capital Management L.P.	2850	59.2%	0.8195	비교 ⇄
Mariner, LLC	2438	59.6%	0.8146	비교 ⇄
HighTower Advisors, LLC	2388	55.9%	0.8142	비교 ⇄
Wells Fargo & Company/Mn	3087	52.0%	0.8005	비교 ⇄
Bank Of America Corp /De/	3030	56.5%	0.7945	비교 ⇄
Fifth Third Bancorp	2717	59.7%	0.7938	비교 ⇄

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 14 2026 13F-HR · 기간 Q2 2026

$82.73B · 8,447 포지션 · 원본 SEC 제출 서류 보기 ↗

May 15 2026 13F-HR · 기간 Q1 2026

$70.83B · 7,531 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 11 2026 13F-HR · 기간 Q4 2025

$68.62B · 6,772 포지션 · 원본 SEC 제출 서류 보기 ↗

Oct 22 2025 13F-HR · 기간 Q3 2025

$61.67B · 2,739 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 13 2025 13F-HR · 기간 Q2 2025

$56.08B · 2,626 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q1 2026 · 최근 공시 Aug 14, 2026 · 변동 산출 방법론

☆ Cerity Partners LLC

Cerity Partners LLC