Hồ sơ lưu nhà quản lý

Cerity Partners LLC

New York, NY · CIK 1566475 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$82.73BGiá trị 13F được báo cáo

8,447Vị thế

23.9%Tỷ trọng top 10

108.50Danh mục nắm giữ hiệu lực

2.9%Doanh thu ước tính

+314Mới

−139Thoát 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 53.7% (-0.2pp)

Công nghệ 18.3% (+1.8pp)

Chăm sóc sức khỏe 5.7% (-0.2pp)

Công nghiệp 5.2% (-0.1pp)

Dịch vụ Truyền thông 4.8% (-0.1pp)

Hàng tiêu dùng chu kỳ 4.4% (-0.2pp)

Hàng tiêu dùng thiết yếu 3.3% (-0.6pp)

Năng lượng 1.6% (-0.5pp)

Tiện ích 1.1% (-0.1pp)

Vật liệu Cơ bản 0.9% (-0.1pp)

Bất động sản 0.8% (+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	VOO Vanguard S&P 500 ETF	4.4%	$3.23B	4.72M	+3.1%	▲ Add	3+
2	AAPL Apple Inc.	3.4%	$2.19B	7.55M	+2.6%	▲ Add	3+
3	NVDA NVIDIA Corporation	3.3%	$2.13B	10.66M	+4.5%	▲ Add	3+
4	IVV iShares Core S&P 500 ETF	2.5%	$2.00B	2.67M	+5.3%	▲ Add	3+
5	SPY State Street SPDR S&P 500…	2.0%	$1.54B	2.10M	+5.4%	▲ Add	3+
6	VEA Vanguard FTSE Developed…	1.9%	$1.24B	17.40M	+5.0%	▲ Add	3+
7	MSFT Microsoft Corporation	1.9%	$1.17B	3.14M	+1.0%	▲ Add	3+
8	IEFA iShares Core MSCI EAFE ETF	1.4%	$1.10B	11.41M	+2.2%	▲ Add	3+
9	GOOGL Alphabet Inc.	1.6%	$989.05M	2.77M	+1.5%	▲ Add	3+
10	GOOG Alphabet Inc.	1.5%	$956.14M	2.71M	+1.9%	▲ Add	3+
11	AMZN Amazon.com, Inc.	1.5%	$949.61M	3.98M	+2.8%	▲ Add	3+
12	AVGO Broadcom Inc.	1.4%	$935.29M	2.48M	+1.3%	▲ Add	3+
13	AGG iShares Core U.S. Aggregate…	1.2%	$926.39M	9.36M	+11.4%	▲ Add	3+
14	LLY Eli Lilly and Company	1.1%	$763.80M	636.81K	+2.0%	▲ Add	3+
15	PG The Procter & Gamble Company	1.1%	$669.01M	4.56M	-0.2%	▼ Trim	3+
16	VTI Vanguard Morningstar Total…	1.0%	$639.36M	1.91M	+21.8%	▲ Add	3+
17	QQQ Invesco QQQ Trust, Series 1	0.7%	$583.85M	792.88K	+5.2%	▲ Add	3+
18	RSP Invesco S&P 500 Equal…	0.7%	$580.52M	2.73M	+17.8%	▲ Add	3+
19	META Meta Platforms, Inc.	0.9%	$573.03M	1.02M	+4.7%	▲ Add	3+
20	IEMG iShares Core MSCI Emerging…	0.7%	$569.02M	6.87M	+11.9%	▲ Add	3+
21	IDEV iShares Core MSCI…	0.7%	$557.21M	6.26M	+16.8%	▲ Add	3+
22	JPM JPMorgan Chase & Co.	0.8%	$552.89M	1.69M	+1.7%	▲ Add	3+
23	IWF iShares Russell 1000 Growth…	0.7%	$549.75M	4.43M	+0.1% ✂	▲ Add	3+
24	SCHX Schwab U.S. Large-Cap ETF	0.7%	$508.15M	17.27M	-3.5%	▼ Trim	3+
25	IJR iShares Core S&P Small-Cap…	0.6%	$502.60M	3.39M	+0.3%	▲ Add	3+
26	SGOV iShares 0-3 Month Treasury…	0.6%	$447.86M	4.45M	+27.5%	▲ Add	3+
27	QUAL iShares MSCI USA Quality…	1.0%	$442.49M	2.02M	-3.6%	▼ Trim	3+
28	AAPL Apple Inc.	3.4%	$429.47M	1.48M	+2.6%	▲ Add	3+
29	NVDA NVIDIA Corporation	3.3%	$423.49M	2.12M	+4.5%	▲ Add	3+
30	QUAL iShares MSCI USA Quality…	1.0%	$400.57M	1.83M	-3.6%	▼ Trim	3+
31	IJH iShares Core S&P Mid-Cap ETF	0.6%	$391.07M	5.07M	+6.0%	▲ Add	3+
32	VUG Vanguard Morningstar Growth…	0.6%	$374.95M	4.35M	+25.9% ✂	▲ Add	3+
33	JNJ Johnson & Johnson	0.6%	$372.34M	1.47M	+1.4%	▲ Add	3+
34	VO Vanguard Morningstar…	0.6%	$361.96M	4.49M	+8.6% ✂	▲ Add	3+
35	VTV Vanguard Morningstar Value…	0.5%	$352.74M	1.62M	+21.4%	▲ Add	3+
36	VOO Vanguard S&P 500 ETF	4.4%	$339.00M	493.58K	+3.1%	▲ Add	3+
37	COST Costco Wholesale Corporation	0.5%	$325.18M	347.59K	+1.2%	▲ Add	3+
38	BRK-B Berkshire Hathaway Inc.	0.5%	$320.80M	641.07K	+4.1%	▲ Add	3+
39	IWB iShares Russell 1000 ETF	0.4%	$319.52M	780.27K	+1.9%	▲ Add	3+
40	PANW Palo Alto Networks, Inc.	0.4%	$313.44M	919.10K	-2.2%	▼ Trim	3+
41	V Visa Inc.	0.5%	$307.79M	897.10K	+2.3%	▲ Add	3+
42	VEU Vanguard FTSE All-World…	0.4%	$307.14M	3.67M	+9.5%	▲ Add	3+
43	AMD Advanced Micro Devices, Inc.	0.5%	$306.71M	527.98K	+5.5%	▲ Add	3+
44	SPYM State Street SPDR Portfolio…	0.4%	$296.14M	3.37M	+48.8%	▲ Add	3+
45	ITOT iShares Core S&P Total U.S.…	0.4%	$292.52M	1.78M	-1.4%	▼ Trim	3+
46	WMT Walmart Inc.	0.4%	$285.47M	2.52M	-1.9%	▼ Trim	3+
47	VGSH Vanguard Short-Term…	0.3%	$285.42M	4.90M	-6.2%	▼ Trim	3+
48	MTUM iShares MSCI USA Momentum…	0.5%	$282.75M	824.75K	-7.0%	▼ Trim	3+
49	VEA Vanguard FTSE Developed…	1.9%	$279.55M	3.92M	+5.0%	▲ Add	3+
50	KLAC KLA Corporation	0.4%	$276.88M	917.72K	+5.9% ✂	▲ Add	3+
51	SPAB State Street SPDR Portfolio…	0.4%	$272.83M	10.69M	+13.4%	▲ Add	3+
52	JPST JPMorgan Ultra-Short Income…	0.3%	$272.27M	5.38M	+5.0%	▲ Add	3+
53	QQQM Invesco NASDAQ 100 ETF	0.3%	$261.46M	862.98K	+18.4%	▲ Add	3+
54	MSFT Microsoft Corporation	1.9%	$261.39M	700.73K	+1.0%	▲ Add	3+
55	TSM Taiwan Semiconductor…	0.4%	$258.21M	540.71K	+2.3%	▲ Add	3+
56	SCHP Schwab US TIPS ETF	0.3%	$251.54M	9.49M	+8.0%	▲ Add	3+
57	ABBV AbbVie Inc.	0.4%	$251.31M	998.67K	+4.9%	▲ Add	3+
58	BSV Vanguard Short-Term Bond ETF	0.3%	$246.43M	3.16M	+3.3%	▲ Add	3+
59	VB Vanguard Morningstar…	0.3%	$244.68M	807.46K	+7.8%	▲ Add	3+
60	CSCO Cisco Systems, Inc.	0.4%	$242.92M	2.07M	-1.5%	▼ Trim	3+
61	CAT Caterpillar Inc.	0.4%	$239.07M	224.55K	+1.4%	▲ Add	3+
62	VWO Vanguard FTSE Emerging…	0.3%	$226.21M	4.04M	+14.9%	▲ Add	3+
63	VIG Vanguard Dividend…	0.3%	$226.15M	955.48K	+5.9%	▲ Add	3+
64	VGT Vanguard Information…	0.3%	$225.31M	1.89M	+0.3% ✂	▲ Add	3+
65	HD The Home Depot, Inc.	0.3%	$222.56M	672.14K	+10.2%	▲ Add	3+
66	VGIT Vanguard Intermediate-Term…	0.4%	$222.29M	3.77M	+7.9%	▲ Add	3+
67	MGK Vanguard Morningstar Mega…	0.3%	$222.12M	2.53M	+10.3% ✂	▲ Add	3+
68	SPYV State Street SPDR Portfolio…	0.3%	$221.95M	3.65M	+1.7%	▲ Add	3+
69	PG The Procter & Gamble Company	1.1%	$221.87M	1.51M	-0.2%	▼ Trim	3+
70	XONA.DE Exxon Mobil Corporation	0.3%	$221.56M	1.62M	-5.7%	▼ Trim	3+
71	VTEB Vanguard Tax-Exempt Bond ETF	0.3%	$221.56M	4.38M	+0.3%	▲ Add	3+
72	IAU iShares Gold Trust	0.3%	$215.32M	2.85M	-7.1%	▼ Trim	3+
73	GOOGL Alphabet Inc.	1.6%	$214.28M	599.60K	+1.5%	▲ Add	3+
74	GOOG Alphabet Inc.	1.5%	$211.90M	599.71K	+1.9%	▲ Add	3+
75	RTX RTX Corporation	0.3%	$204.86M	1.08M	+2.3%	▲ Add	3+
76	TJX The TJX Companies, Inc.	0.3%	$201.31M	1.33M	+1.4%	▲ Add	3+
77	SHY iShares 1-3 Year Treasury…	0.2%	$197.07M	2.40M	-1.0%	▼ Trim	3+
78	CRWD CrowdStrike Holdings, Inc.	0.3%	$196.76M	258.30K	+0.4%	▲ Add	3+
79	IWD iShares Russell 1000 Value…	0.2%	$196.38M	810.05K	+4.0%	▲ Add	3+
80	AMZN Amazon.com, Inc.	1.5%	$194.65M	816.67K	+2.8%	▲ Add	3+
81	ITW Illinois Tool Works Inc.	0.2%	$190.93M	705.92K	-3.6%	▼ Trim	3+
82	DFIV Dimensional - International…	0.2%	$190.59M	3.53M	+13.1%	▲ Add	3+
83	CVX Chevron Corporation	0.3%	$186.40M	1.12M	+9.7%	▲ Add	3+
84	BAC Bank of America Corporation	0.3%	$185.79M	3.26M	+2.0%	▲ Add	3+
85	MU Micron Technology, Inc.	0.4%	$182.35M	158.03K	+11.5%	▲ Add	3+
86	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$177.50M	5.16M	+4.0%	▲ Add	3+
87	DFAC Dimensional - US Core…	0.2%	$176.52M	3.98M	-0.7%	▼ Trim	3+
88	CGXU Capital Group International…	0.2%	$175.43M	5.07M	+1.1%	▲ Add	3+
89	TSLA Tesla, Inc.	0.3%	$172.43M	1.58M	+198.8%	▲ Add	3+
90	VXF Vanguard Extended Market ETF	0.3%	$171.43M	696.26K	+12.1%	▲ Add	3+
91	IWM iShares Russell 2000 ETF	0.2%	$169.52M	564.23K	+10.6%	▲ Add	3+
92	NVDA NVIDIA Corporation	3.3%	$167.77M	838.45K	+4.5%	▲ Add	3+
93	VTI Vanguard Morningstar Total…	1.0%	$167.39M	452.34K	+21.8%	▲ Add	3+
94	AAPL Apple Inc.	3.4%	$166.04M	573.82K	+2.6%	▲ Add	3+
95	RODM Hartford Multifactor…	0.3%	$164.38M	4.07M	+26.8%	▲ Add	3+
96	EFA iShares MSCI EAFE ETF	0.2%	$161.68M	1.87M	+19.4%	▲ Add	3+
97	AVEM Avantis Emerging Markets…	0.3%	$158.74M	1.65M	-24.1%	▼ Trim	3+
98	VONG Vanguard Russell 1000…	0.2%	$158.44M	1.24M	+27.7%	▲ Add	3+
99	MA Mastercard Incorporated	0.2%	$157.83M	307.28K	+0.6%	▲ Add	3+
100	VCSH Vanguard Short-Term…	0.2%	$155.89M	1.97M	+15.9%	▲ Add	3+
101	SCHF Schwab International Equity…	0.2%	$155.49M	6.09M	+7.2%	▲ Add	3+
102	IQLT iShares MSCI Intl Quality…	0.4%	$155.04M	3.13M	+19.9%	▲ Add	3+
103	GS The Goldman Sachs Group…	0.2%	$154.29M	152.54K	+0.8%	▲ Add	3+
104	AVLV Avantis U.S. Large Cap…	0.3%	$154.18M	1.69M	-3.7%	▼ Trim	3+
105	IEI iShares 3-7 Year Treasury…	0.3%	$153.98M	1.31M	-0.5%	▼ Trim	3+
106	IQLT iShares MSCI Intl Quality…	0.4%	$153.96M	3.11M	+19.9%	▲ Add	3+
107	GLD SPDR Gold Shares	0.2%	$153.34M	416.24K	-1.4%	▼ Trim	3+
108	GLDM SPDR Gold MiniShares Trust	0.2%	$153.28M	1.93M	+58.1%	▲ Add	3+
109	LRCX Lam Research Corporation	0.3%	$152.71M	352.52K	-1.1%	▼ Trim	3+
110	XLK State Street Technology…	0.2%	$152.41M	799.96K	-3.5%	▼ Trim	3+
111	IGM iShares Expanded Tech…	0.2%	$152.10M	929.81K	-0.9%	▼ Trim	3+
112	AVGO Broadcom Inc.	1.4%	$148.80M	393.90K	+1.3%	▲ Add	3+
113	ASML ASML Holding N.V.	0.2%	$144.97M	72.87K	+2.0%	▲ Add	3+
114	IVW iShares S&P 500 Growth ETF	0.2%	$142.28M	1.03M	+4.3%	▲ Add	3+
115	APH Amphenol Corporation	0.3%	$141.57M	802.90K	+7.8%	▲ Add	3+
116	DFUV Dimensional - US Marketwide…	0.2%	$141.32M	2.57M	+4.4%	▲ Add	3+
117	BLK BlackRock, Inc.	0.2%	$140.79M	146.42K	+1.8%	▲ Add	3+
118	ORCL Oracle Corporation	0.2%	$138.69M	946.39K	+4.4%	▲ Add	3+
119	ABT Abbott Laboratories	0.2%	$133.13M	1.55M	+13.4%	▲ Add	3+
120	PWR Quanta Services, Inc.	0.2%	$127.02M	176.42K	+3.5%	▲ Add	3+
121	URI United Rentals, Inc.	0.2%	$127.01M	112.11K	-0.7%	▼ Trim	3+
122	MRK Merck & Co., Inc.	0.2%	$126.32M	983.08K	-4.4%	▼ Trim	3+
123	ACWX iShares MSCI ACWI ex U.S.…	0.2%	$124.65M	1.64M	+9.0%	▲ Add	3+
124	GE GE Aerospace	0.3%	$121.26M	324.45K	+6.2%	▲ Add	3+
125	VYM Vanguard High Dividend…	0.2%	$118.21M	747.97K	+3.1%	▲ Add	3+
126	AMGN Amgen Inc.	0.2%	$117.58M	324.69K	+2.6%	▲ Add	3+
127	USVM VictoryShares US Small Mid…	0.2%	$116.34M	1.06M	-4.9%	▼ Trim	3+
128	WM Waste Management, Inc.	0.2%	$116.03M	520.57K	-2.2%	▼ Trim	3+
129	INTC Intel Corp.	0.2%	$115.70M	828.99K	-13.3%	▼ Trim	3+
130	APH Amphenol Corporation	0.3%	$115.20M	653.34K	+7.8%	▲ Add	3+
131	SCHA Schwab U.S. Small-Cap ETF	0.2%	$115.01M	3.41M	+4.1%	▲ Add	3+
132	USMV iShares MSCI USA Min Vol…	0.2%	$114.61M	1.19M	+3.6%	▲ Add	3+
133	MUB iShares National Muni Bond…	0.1%	$113.71M	1.06M	+2.9%	▲ Add	3+
134	DFSV Dimensional - US Small Cap…	0.2%	$113.21M	2.92M	+3.8%	▲ Add	3+
135	DFLV Dimensional - US Large Cap…	0.1%	$112.83M	2.85M	+32.8%	▲ Add	3+
136	SPY State Street SPDR S&P 500…	2.0%	$112.75M	150.98K	+5.4%	▲ Add	3+
137	SCHW The Charles Schwab…	0.2%	$112.62M	1.22M	+9.3%	▲ Add	3+
138	AVDV Avantis International Small…	0.2%	$109.74M	1.06M	+14.7%	▲ Add	3+
139	JPM JPMorgan Chase & Co.	0.8%	$107.30M	327.81K	+1.7%	▲ Add	3+
140	VXUS Vanguard Total…	0.2%	$107.29M	1.40M	+21.3%	▲ Add	3+
141	SCHG Schwab U.S. Large-Cap…	0.1%	$106.40M	3.70M	+22.1%	▲ Add	3+
142	VRTX Vertex Pharmaceuticals…	0.2%	$105.99M	213.37K	-13.8%	▼ Trim	3+
143	MCD McDonald's Corporation	0.2%	$105.76M	391.25K	-5.0%	▼ Trim	3+
144	NEE NextEra Energy, Inc.	0.2%	$103.69M	1.18M	+0.9%	▲ Add	3+
145	PEP PepsiCo, Inc.	0.2%	$103.33M	763.10K	-8.7%	▼ Trim	3+
146	IVE iShares S&P 500 Value ETF	0.1%	$102.85M	452.97K	-7.8%	▼ Trim	3+
147	SKOR FLEXSHARES TR	0.2%	$102.57M	2.11M	+17.9%	▲ Add	3+
148	DFAE Dimensional - Emerging Core…	0.1%	$101.80M	2.53M	+10.2%	▲ Add	3+
149	IWR iShares Russell Mid-Cap ETF	0.1%	$101.25M	917.81K	+7.9%	▲ Add	3+
150	IBM International Business…	0.2%	$100.21M	524.44K	+40.4%	▲ Add	3+
151	EMR Emerson Electric Co.	0.1%	$100.00M	698.55K	-1.9%	▼ Trim	3+
152	META Meta Platforms, Inc.	0.9%	$99.26M	176.21K	+4.7%	▲ Add	3+
153	CB Chubb Limited	0.2%	$98.87M	290.17K	+0.5%	▲ Add	3+
154	ADI Analog Devices, Inc.	0.2%	$98.00M	246.74K	+3.5%	▲ Add	3+
155	BIV Vanguard Intermediate-Term…	0.1%	$97.35M	1.27M	+5.6%	▲ Add	3+
156	AMAT Applied Materials, Inc.	0.2%	$96.02M	132.82K	+10.0%	▲ Add	3+
157	MSFT Microsoft Corporation	1.9%	$95.74M	256.67K	+1.0%	▲ Add	3+
158	MDY State Street SPDR S&P…	0.1%	$95.22M	135.38K	+0.7%	▲ Add	3+
159	SPAB State Street SPDR Portfolio…	0.4%	$94.52M	3.70M	+13.4%	▲ Add	3+
160	MU Micron Technology, Inc.	0.4%	$94.02M	81.45K	+11.5%	▲ Add	3+
161	OAKM HARRIS OAKMARK ETF TRUST	0.1%	$93.84M	3.33M	+7.7%	▲ Add	3+
162	AVLV Avantis U.S. Large Cap…	0.3%	$93.83M	1.03M	-3.7%	▼ Trim	3+
163	UNH UnitedHealth Group…	0.2%	$93.51M	224.98K	+6.2%	▲ Add	3+
164	MTUM iShares MSCI USA Momentum…	0.5%	$93.47M	272.63K	-7.0%	▼ Trim	3+
165	VONE Vanguard Russell 1000 ETF	0.1%	$92.66M	273.55K	-0.8%	▼ Trim	3+
166	LLY Eli Lilly and Company	1.1%	$91.92M	76.64K	+2.0%	▲ Add	3+
167	VT Vanguard Total World Stock…	0.1%	$91.53M	583.17K	+2.2%	▲ Add	3+
168	SPEM State Street SPDR Portfolio…	0.2%	$91.44M	1.77M	+3.6%	▲ Add	3+
169	DYNF iShares U.S. Equity Factor…	0.1%	$90.98M	1.34M	+1.1%	▲ Add	3+
170	ANGL VanEck Fallen Angel High…	0.1%	$89.92M	3.08M	+13.9%	▲ Add	3+
171	DFAT Dimensional - US Targeted…	0.1%	$89.84M	1.29M	+18.6%	▲ Add	3+
172	GLW Corning Inc	0.1%	$89.80M	353.45K	+1.6%	▲ Add	3+
173	AVEM Avantis Emerging Markets…	0.3%	$87.77M	909.62K	-24.1%	▼ Trim	3+
174	GSIE Goldman Sachs ActiveBeta…	0.1%	$87.51M	1.91M	+51.9%	▲ Add	3+
175	DE Deere & Company	0.1%	$87.37M	137.74K	-0.8%	▼ Trim	3+
176	TXN Texas Instruments…	0.2%	$86.56M	290.41K	+5.8%	▲ Add	3+
177	SYK Stryker Corporation	0.1%	$86.13M	273.56K	-2.4%	▼ Trim	3+
178	CMI Cummins Inc.	0.1%	$85.90M	120.44K	-0.8%	▼ Trim	3+
179	UNP Union Pacific Corporation	0.1%	$84.64M	311.13K	+0.7%	▲ Add	3+
180	SPEM State Street SPDR Portfolio…	0.2%	$83.15M	1.61M	+3.6%	▲ Add	3+
181	GEV GE Vernova Inc.	0.2%	$82.65M	70.35K	+4.3%	▲ Add	3+
182	VGIT Vanguard Intermediate-Term…	0.4%	$82.17M	1.39M	+7.9%	▲ Add	3+
183	BNDX Vanguard Total…	0.1%	$82.01M	1.69M	+24.8%	▲ Add	3+
184	SPDW State Street SPDR Portfolio…	0.1%	$79.79M	1.58M	-5.9%	▼ Trim	3+
185	NTRS Northern Trust Corporation	0.1%	$79.54M	457.57K	-2.1%	▼ Trim	3+
186	GOOGL Alphabet Inc.	1.6%	$79.37M	222.10K	+1.5%	▲ Add	3+
187	SCHD Schwab U.S. Dividend Equity…	0.1%	$78.90M	2.49M	+0.8%	▲ Add	3+
188	HTO H2O America	0.1%	$78.86M	1.30M	-0.2%	▼ Trim	3+
189	BND Vanguard Total Bond Market…	0.1%	$78.27M	1.36M	+42.4%	▲ Add	3+
190	DFAI Dimensional - International…	0.1%	$78.08M	1.89M	+53.7%	▲ Add	3+
191	DIS The Walt Disney Company	0.1%	$77.90M	809.38K	-0.6%	▼ Trim	3+
192	USHY iShares Broad USD High…	0.1%	$76.97M	2.08M	+12.7%	▲ Add	3+
193	PLTR Palantir Technologies Inc.	0.1%	$76.94M	659.37K	+4.9%	▲ Add	3+
194	IEI iShares 3-7 Year Treasury…	0.3%	$76.00M	647.07K	-0.5%	▼ Trim	3+
195	AVDE Avantis International…	0.1%	$75.53M	846.76K	-1.2%	▼ Trim	3+
196	BRK-B Berkshire Hathaway Inc.	0.5%	$75.14M	150.16K	+4.1%	▲ Add	3+
197	JNJ Johnson & Johnson	0.6%	$75.06M	295.56K	+1.4%	▲ Add	3+
198	NFLX Netflix, Inc.	0.1%	$74.98M	1.05M	+2.0%	▲ Add	3+
199	C Citigroup Inc.	0.2%	$73.15M	522.61K	-0.4%	▼ Trim	3+
200	TSLA Tesla, Inc.	0.3%	$73.14M	173.90K	+198.8%	▲ Add	3+
201	V Visa Inc.	0.5%	$72.86M	212.37K	+2.3%	▲ Add	3+
202	UBER Uber Technologies, Inc.	0.1%	$72.83M	1.01M	+0.7%	▲ Add	3+
203	AMAT Applied Materials, Inc.	0.2%	$72.48M	100.25K	+10.0%	▲ Add	3+
204	TER Teradyne, Inc.	0.1%	$72.14M	149.09K	-8.6%	▼ Trim	3+
205	TMO Thermo Fisher Scientific…	0.1%	$72.10M	143.81K	-0.5%	▼ Trim	3+
206	AMD Advanced Micro Devices, Inc.	0.5%	$71.46M	123.02K	+5.5%	▲ Add	3+
207	C Citigroup Inc.	0.2%	$71.36M	509.82K	-0.4%	▼ Trim	3+
208	VV Vanguard Morningstar…	0.1%	$70.31M	204.43K	-0.6%	▼ Trim	3+
209	AMZN Amazon.com, Inc.	1.5%	$70.27M	294.85K	+2.8%	▲ Add	3+
210	AVGO Broadcom Inc.	1.4%	$70.08M	185.53K	+1.3%	▲ Add	3+
211	COST Costco Wholesale Corporation	0.5%	$67.61M	72.27K	+1.2%	▲ Add	3+
212	CORT Corcept Therapeutics…	0.1%	$65.92M	758.10K	+8.9%	▲ Add	3+
213	QCOM QUALCOMM Incorporated	0.1%	$65.49M	505.83K	+32.9%	▲ Add	3+
214	IVV iShares Core S&P 500 ETF	2.5%	$64.75M	86.46K	+5.3%	▲ Add	3+
215	LMT Lockheed Martin Corporation	0.1%	$64.36M	126.31K	+1.8%	▲ Add	3+
216	SWAN AMPLIFY ETF TR	0.1%	$64.05M	1.92M	+1.4%	▲ Add	3+
217	DISV Dimensional - International…	0.1%	$62.45M	1.56M	+12.2%	▲ Add	3+
218	MRVL Marvell Technology, Inc.	0.1%	$61.94M	207.98K	+148.6%	▲ Add	3+
219	SPTS State Street SPDR Portfolio…	0.1%	$61.82M	2.13M	+2.2%	▲ Add	3+
220	MRK Merck & Co., Inc.	0.2%	$61.52M	478.75K	-4.4%	▼ Trim	3+
221	VNQ Vanguard Real Estate ETF	0.1%	$61.24M	635.06K	+23.2%	▲ Add	3+
222	LSGR NATIXIS ETF TRUST II	0.1%	$60.80M	1.44M	+27.5%	▲ Add	3+
223	IEF iShares 7-10 Year Treasury…	0.1%	$60.80M	642.87K	+7.9%	▲ Add	3+
224	KO The Coca-Cola Company	0.1%	$60.50M	744.47K	+0.7%	▲ Add	3+
225	VIOO Vanguard S&P Small-Cap 600…	0.1%	$60.22M	437.80K	-0.8%	▼ Trim	3+
226	DFSV Dimensional - US Small Cap…	0.2%	$60.15M	1.55M	+3.8%	▲ Add	3+
227	BX Blackstone Inc.	0.1%	$59.33M	504.17K	+0.5%	▲ Add	3+
228	HOOD Robinhood Markets, Inc.	0.1%	$58.96M	587.92K	-5.4%	▼ Trim	3+
229	SCHH Schwab U.S. REIT ETF	0.1%	$58.57M	2.47M	+2.4%	▲ Add	3+
230	AVDV Avantis International Small…	0.2%	$58.24M	565.15K	+14.7%	▲ Add	3+
231	IJK iShares S&P Mid-Cap 400…	0.1%	$57.90M	492.80K	+1.1%	▲ Add	3+
232	VOOG Vanguard S&P 500 Growth ETF	0.1%	$57.74M	698.92K	+2.4% ✂	▲ Add	3+
233	DFAS Dimensional - US Small Cap…	0.1%	$57.24M	695.14K	+23.9%	▲ Add	3+
234	ECL Ecolab Inc.	0.1%	$57.17M	205.21K	+3.9%	▲ Add	3+
235	SPTM State Street SPDR Portfolio…	0.1%	$56.80M	625.60K	-1.2%	▼ Trim	3+
236	MU Micron Technology, Inc.	0.4%	$56.56M	49.00K	+11.5%	▲ Add	3+
237	OEF iShares S&P 100 ETF	0.1%	$56.05M	153.20K	-0.8%	▼ Trim	3+
238	WRB W. R. Berkley Corporation	0.1%	$55.32M	784.31K	+5.1%	▲ Add	3+
239	AGG iShares Core U.S. Aggregate…	1.2%	$55.31M	558.83K	+11.4%	▲ Add	3+
240	SPGI S&P Global Inc.	0.1%	$55.02M	135.09K	-3.4%	▼ Trim	3+
241	GOOG Alphabet Inc.	1.5%	$54.91M	155.40K	+1.9%	▲ Add	3+
242	VGK Vanguard FTSE Europe ETF	0.1%	$54.30M	613.26K	+2.1%	▲ Add	3+
243	BRK-A Berkshire Hathaway Inc.	0.1%	$53.92M	72	0.0%	Held	3+
244	GE GE Aerospace	0.3%	$53.25M	142.47K	+6.2%	▲ Add	3+
245	XLF State Street Financial…	0.1%	$52.86M	986.03K	-1.3%	▼ Trim	3+
246	ABBV AbbVie Inc.	0.4%	$52.74M	209.60K	+4.9%	▲ Add	3+
247	IJT iShares S&P Small-Cap 600…	0.1%	$52.52M	294.06K	+9.8%	▲ Add	3+
248	DFUS Dimensional U.S. Equity ETF	0.1%	$51.88M	633.23K	+4.1%	▲ Add	3+
249	IJH iShares Core S&P Mid-Cap ETF	0.6%	$51.82M	671.99K	+6.0%	▲ Add	3+
250	XLE State Street Energy Select…	0.1%	$51.52M	970.03K	+1.6%	▲ Add	3+
251	BA The Boeing Company	0.1%	$51.49M	237.75K	+21.8%	▲ Add	3+
252	ETN Eaton Corporation plc	0.1%	$51.39M	120.61K	+2.9%	▲ Add	3+
253	ABNB Airbnb, Inc.	0.1%	$51.17M	357.60K	+4.8%	▲ Add	3+
254	CRM Salesforce, Inc.	0.1%	$50.25M	320.74K	-36.8%	▼ Trim	3+
255	AXP American Express Company	0.1%	$50.07M	148.00K	+1.6%	▲ Add	3+
256	USB U.S. Bancorp	0.1%	$50.05M	828.55K	-2.7%	▼ Trim	3+
257	IBIT iShares Bitcoin Trust ETF	0.1%	$49.87M	1.50M	-10.3%	▼ Trim	3+
258	CL Colgate-Palmolive Company	0.1%	$49.44M	539.29K	+8.1%	▲ Add	3+
259	ISRG Intuitive Surgical, Inc.	0.1%	$48.99M	123.20K	-14.1%	▼ Trim	3+
260	IWV iShares Russell 3000 ETF	0.1%	$48.78M	114.40K	+2.6%	▲ Add	3+
261	RWL Invesco S&P 500 Revenue ETF	0.1%	$48.71M	381.26K	-1.1%	▼ Trim	3+
262	HONA Honeywell Aerospace Inc	0.1%	$48.56M	219.65K	Mới	New	1
263	LIN Linde plc	0.1%	$48.54M	93.53K	+0.9%	▲ Add	3+
264	HON Honeywell International Inc.	0.1%	$48.49M	216.54K	-8.6% ✂	▼ Trim	3+
265	SUB iShares Short-Term National…	0.1%	$48.46M	455.15K	-5.0%	▼ Trim	3+
266	PM Philip Morris International…	0.1%	$48.00M	265.35K	+7.8%	▲ Add	3+
267	WELL Welltower Inc.	0.1%	$47.71M	210.18K	-1.7%	▼ Trim	3+
268	CORO iShares International…	0.1%	$47.18M	1.29M	+1.4%	▲ Add	2
269	EFV iShares MSCI EAFE Value ETF	0.1%	$47.14M	615.81K	-29.8%	▼ Trim	3+
270	IGSB iShares 1-5 Year Investment…	0.1%	$46.96M	895.96K	-5.7%	▼ Trim	3+
271	DHR Danaher Corporation	0.1%	$46.74M	245.35K	+49.2%	▲ Add	3+
272	DHR Danaher Corporation	0.1%	$46.74M	245.35K	+49.2%	▲ Add	3+
273	NOW ServiceNow, Inc.	0.1%	$46.05M	463.87K	-1.9%	▼ Trim	3+
274	MDT Medtronic plc	0.1%	$45.75M	584.74K	+4.3%	▲ Add	3+
275	FIX Comfort Systems USA, Inc.	0.1%	$45.70M	23.06K	-10.9%	▼ Trim	3+
276	VXUS Vanguard Total…	0.2%	$45.68M	534.39K	+21.3%	▲ Add	3+
277	WFC Wells Fargo & Company	0.1%	$45.27M	547.86K	+16.4%	▲ Add	3+
278	XLI State Street Industrial…	0.1%	$45.25M	244.28K	-2.0%	▼ Trim	3+
279	VTIP Vanguard Short-Term…	0.1%	$45.21M	899.96K	+146.7%	▲ Add	3+
280	COF Capital One Financial…	0.1%	$44.77M	223.16K	+11.4%	▲ Add	3+
281	TFI State Street SPDR Nuveen…	0.1%	$44.58M	973.37K	+5.3%	▲ Add	3+
282	HD The Home Depot, Inc.	0.3%	$44.28M	125.55K	+10.2%	▲ Add	3+
283	ADP Automatic Data Processing…	0.1%	$44.23M	197.50K	+6.2%	▲ Add	3+
284	IUSB iShares Core Universal USD…	0.1%	$43.93M	951.81K	+76.0%	▲ Add	3+
285	RODM Hartford Multifactor…	0.3%	$43.87M	1.09M	+26.8%	▲ Add	3+
286	DFIS Dimensional - International…	0.1%	$43.72M	1.25M	+84.2%	▲ Add	3+
287	XONA.DE Exxon Mobil Corporation	0.3%	$43.43M	317.66K	-5.7%	▼ Trim	3+
288	GPIQ Goldman Sachs Nasdaq-100…	0.1%	$43.29M	729.81K	+8.5%	▲ Add	3+
289	VZ Verizon Communications Inc.	0.1%	$42.87M	1.01M	+11.3%	▲ Add	3+
290	BSX Boston Scientific…	0.1%	$42.86M	1.00M	-1.0%	▼ Trim	3+
291	APO Apollo Global Management…	0.1%	$42.67M	360.68K	-7.0%	▼ Trim	3+
292	EFG iShares MSCI EAFE Growth ETF	0.1%	$42.65M	342.80K	+2.6%	▲ Add	3+
293	VPL Vanguard FTSE Pacific ETF	0.1%	$42.55M	367.75K	-0.7%	▼ Trim	3+
294	UPS United Parcel Service, Inc.	0.1%	$42.50M	395.31K	-1.3%	▼ Trim	3+
295	XLV State Street Health Care…	0.1%	$42.36M	266.97K	+1.7%	▲ Add	3+
296	VTIP Vanguard Short-Term…	0.1%	$42.27M	841.50K	+146.7%	▲ Add	3+
297	VBR Vanguard Morningstar…	0.1%	$42.26M	173.93K	-7.0%	▼ Trim	3+
298	CAT Caterpillar Inc.	0.4%	$42.22M	39.65K	+1.4%	▲ Add	3+
299	CSCO Cisco Systems, Inc.	0.4%	$42.08M	358.21K	-1.5%	▼ Trim	3+
300	INTC Intel Corp.	0.2%	$41.79M	299.31K	-13.3%	▼ Trim	3+
301	SCHB Schwab U.S. Broad Market ETF	0.1%	$41.77M	1.44M	+27.1%	▲ Add	3+
302	ACWI iShares MSCI ACWI ETF	0.1%	$41.53M	264.57K	+5.4%	▲ Add	3+
303	BMY Bristol-Myers Squibb Company	0.1%	$41.41M	718.66K	-8.3%	▼ Trim	3+
304	WFC Wells Fargo & Company	0.1%	$40.50M	490.12K	+16.4%	▲ Add	3+
305	SCHZ Schwab U.S. Aggregate Bond…	0.1%	$40.46M	2.12M	+31.0%	▲ Add	3+
306	MDLZ Mondelez International, Inc.	0.1%	$40.30M	696.81K	-4.2%	▼ Trim	3+
307	WDC Western Digital Corporation	0.1%	$40.18M	62.91K	-16.6%	▼ Trim	3+
308	BAC Bank of America Corporation	0.3%	$40.18M	705.16K	+2.0%	▲ Add	3+
309	EBAY eBay Inc.	0.1%	$39.80M	356.15K	+12.9%	▲ Add	3+
310	SNPS Synopsys, Inc.	0.1%	$39.76M	89.14K	+7.6%	▲ Add	3+
311	GEV GE Vernova Inc.	0.2%	$39.72M	33.81K	+4.3%	▲ Add	3+
312	AZN AstraZeneca PLC	0.1%	$39.68M	209.59K	+5.8%	▲ Add	3+
313	DUK Duke Energy Corporation	0.1%	$39.50M	312.09K	-1.5%	▼ Trim	3+
314	CASY Casey's General Stores, Inc.	0.1%	$39.42M	49.60K	-9.1%	▼ Trim	3+
315	VXF Vanguard Extended Market ETF	0.3%	$39.22M	159.29K	+12.1%	▲ Add	3+
316	NSC Norfolk Southern Corporation	0.1%	$39.22M	124.64K	+0.9%	▲ Add	3+
317	IEF iShares 7-10 Year Treasury…	0.1%	$38.93M	411.68K	+7.9%	▲ Add	3+
318	DIA State Street SPDR Dow Jones…	0.1%	$38.60M	73.90K	-7.4%	▼ Trim	3+
319	SCHV Schwab U.S. Large-Cap Value…	0.1%	$38.56M	1.68M	+58.1%	▲ Add	3+
320	LLY Eli Lilly and Company	1.1%	$37.97M	31.66K	+2.0%	▲ Add	3+
321	MCK McKesson Corporation	0.1%	$37.97M	50.25K	-2.4%	▼ Trim	3+
322	FTNT Fortinet, Inc.	0.1%	$37.60M	244.78K	-11.2%	▼ Trim	3+
323	XYL Xylem Inc.	0.1%	$37.59M	317.96K	+6.0%	▲ Add	3+
324	LRCX Lam Research Corporation	0.3%	$37.58M	86.72K	-1.1%	▼ Trim	3+
325	AMGN Amgen Inc.	0.2%	$37.49M	103.53K	+2.6%	▲ Add	3+
326	BAI iShares A.I. Innovation and…	0.0%	$37.35M	708.47K	-20.4%	▼ Trim	2
327	JPM JPMorgan Chase & Co.	0.8%	$37.29M	113.93K	+1.7%	▲ Add	3+
328	SCHR Schwab Intermediate-Term…	0.0%	$37.09M	1.50M	-19.6%	▼ Trim	3+
329	META Meta Platforms, Inc.	0.9%	$36.76M	65.27K	+4.7%	▲ Add	3+
330	MGV Vanguard Morningstar Mega…	0.1%	$36.74M	224.18K	+31.9%	▲ Add	3+
331	ACN Accenture plc	0.1%	$36.73M	295.11K	+15.9%	▲ Add	3+
332	WDC Western Digital Corporation	0.1%	$36.66M	57.40K	-16.6%	▼ Trim	3+
333	PAYX Paychex, Inc.	0.1%	$36.42M	370.38K	+12.7%	▲ Add	3+
334	VO Vanguard Morningstar…	0.6%	$36.39M	451.65K	+8.6% ✂	▲ Add	3+
335	VO Vanguard Morningstar…	0.6%	$36.39M	451.65K	+8.6% ✂	▲ Add	3+
336	NVS Novartis AG	0.1%	$36.26M	231.36K	+1.4%	▲ Add	3+
337	SCHO Schwab Short-Term U.S.…	0.0%	$36.14M	1.50M	-8.1%	▼ Trim	3+
338	PGR The Progressive Corporation	0.1%	$35.96M	164.63K	+0.7%	▲ Add	3+
339	VTV Vanguard Morningstar Value…	0.5%	$35.69M	163.75K	+21.4%	▲ Add	3+
340	VTV Vanguard Morningstar Value…	0.5%	$35.69M	163.75K	+21.4%	▲ Add	3+
341	VWO Vanguard FTSE Emerging…	0.3%	$35.67M	597.52K	+14.9%	▲ Add	3+
342	PNC The PNC Financial Services…	0.1%	$35.57M	144.48K	+15.1%	▲ Add	3+
343	LHX L3Harris Technologies, Inc.	0.0%	$35.56M	122.38K	+11.4%	▲ Add	3+
344	INTU Intuit Inc.	0.1%	$35.45M	135.81K	-27.1%	▼ Trim	3+
345	SCHX Schwab U.S. Large-Cap ETF	0.7%	$35.40M	1.20M	-3.5%	▼ Trim	3+
346	TDW Tidewater Inc.	0.0%	$35.24M	528.96K	-1.3%	▼ Trim	3+
347	GPIX Goldman Sachs S&P 500…	0.0%	$35.20M	633.36K	+10.1%	▲ Add	3+
348	WMT Walmart Inc.	0.4%	$35.18M	310.65K	-1.9%	▼ Trim	3+
349	ANET Arista Networks, Inc.	0.1%	$35.12M	206.73K	-11.4%	▼ Trim	3+
350	SHV iShares Trust iShares 0-1…	0.0%	$35.08M	317.88K	-3.0%	▼ Trim	3+
351	SCHF Schwab International Equity…	0.2%	$35.07M	1.27M	+7.2%	▲ Add	3+
352	CGGR Capital Group Growth ETF	0.0%	$35.01M	741.70K	0.0%	▲ Add	3+
353	MPC Marathon Petroleum…	0.1%	$34.43M	134.67K	-3.5%	▼ Trim	3+
354	LOW Lowe's Companies, Inc.	0.1%	$34.41M	156.07K	-5.7%	▼ Trim	3+
355	MA Mastercard Incorporated	0.2%	$34.34M	66.86K	+0.6%	▲ Add	3+
356	BKNG Booking Holdings Inc.	0.1%	$34.26M	192.21K	-23.4% ✂	▼ Trim	3+
357	MOAT VanEck Morningstar Wide…	0.0%	$34.25M	329.43K	-1.6%	▼ Trim	3+
358	CB Chubb Limited	0.2%	$34.16M	100.24K	+0.5%	▲ Add	3+
359	UL Unilever PLC	0.0%	$33.94M	564.53K	-2.0%	▼ Trim	3+
360	COP ConocoPhillips	0.1%	$33.82M	325.29K	-5.9%	▼ Trim	3+
361	EIX Edison International	0.1%	$33.58M	451.00K	-5.7%	▼ Trim	3+
362	VRT Vertiv Holdings Co	0.1%	$33.56M	100.24K	-2.3%	▼ Trim	3+
363	UNH UnitedHealth Group…	0.2%	$33.44M	80.47K	+6.2%	▲ Add	3+
364	SHW The Sherwin-Williams Company	0.0%	$33.34M	96.83K	-1.9%	▼ Trim	3+
365	PCG PG&E Corporation	0.1%	$33.12M	1.97M	-2.2%	▼ Trim	3+
366	USVM VictoryShares US Small Mid…	0.2%	$33.08M	301.15K	-4.9%	▼ Trim	3+
367	SKOR FLEXSHARES TR	0.2%	$33.07M	681.21K	+17.9%	▲ Add	3+
368	TSLA Tesla, Inc.	0.3%	$32.91M	78.25K	+198.8%	▲ Add	3+
369	AFL Aflac Incorporated	0.0%	$32.72M	279.09K	+4.7%	▲ Add	3+
370	SNDK Sandisk Corporation	0.1%	$32.64M	14.36K	-37.0%	▼ Trim	3+
371	CVX Chevron Corporation	0.3%	$32.40M	195.47K	+9.7%	▲ Add	3+
372	USRT iShares Core U.S. REIT ETF	0.1%	$32.33M	486.50K	+2.7%	▲ Add	3+
373	FDX FedEx Corporation	0.1%	$32.28M	103.10K	-18.8% ✂	▼ Trim	3+
374	DIS The Walt Disney Company	0.1%	$32.15M	334.02K	-0.6%	▼ Trim	3+
375	VUG Vanguard Morningstar Growth…	0.6%	$31.91M	370.39K	+25.9% ✂	▲ Add	3+
376	VUG Vanguard Morningstar Growth…	0.6%	$31.91M	370.39K	+25.9% ✂	▲ Add	3+
377	GDS GDS Holdings Limited	0.0%	$31.88M	1.06M	0.0%	▼ Trim	3+
378	STX Seagate Technology Holdings…	0.1%	$31.48M	32.62K	+17.5%	▲ Add	3+
379	IWO iShares Russell 2000 Growth…	0.0%	$31.37M	79.62K	+13.0%	▲ Add	3+
380	XYZ Block, Inc.	0.0%	$31.30M	411.85K	+5.8%	▲ Add	3+
381	IJJ iShares S&P Mid-Cap 400…	0.0%	$31.21M	211.27K	-1.0%	▼ Trim	3+
382	JEPI JPMorgan Equity Premium…	0.0%	$31.19M	552.32K	+1.0%	▲ Add	3+
383	VO Vanguard Morningstar…	0.6%	$31.17M	386.82K	+8.6% ✂	▲ Add	3+
384	ROST Ross Stores, Inc.	0.1%	$31.14M	146.29K	+15.1%	▲ Add	3+
385	SPMO Invesco S&P 500 Momentum ETF	0.0%	$31.11M	192.61K	-23.3%	▼ Trim	3+
386	TXN Texas Instruments…	0.2%	$30.91M	103.69K	+5.8%	▲ Add	3+
387	ISWN AMPLIFY ETF TR	0.0%	$30.87M	1.39M	+2.3%	▲ Add	3+
388	SPTS State Street SPDR Portfolio…	0.1%	$30.72M	1.06M	+2.2%	▲ Add	3+
389	JMST JPMorgan Ultra-Short…	0.0%	$30.66M	601.18K	-5.9%	▼ Trim	3+
390	BKLN Invesco Senior Loan ETF	0.0%	$30.58M	1.50M	+5.7%	▲ Add	3+
391	MMM 3M Company	0.0%	$30.46M	188.15K	-57.4%	▼ Trim	3+
392	CEG Constellation Energy…	0.0%	$30.44M	122.57K	+73.4%	▲ Add	3+
393	GOVT iShares U.S. Treasury Bond…	0.0%	$30.35M	1.33M	-9.6%	▼ Trim	3+
394	USRT iShares Core U.S. REIT ETF	0.1%	$30.15M	453.69K	+2.7%	▲ Add	3+
395	ORCL Oracle Corporation	0.2%	$29.94M	204.28K	+4.4%	▲ Add	3+
396	MS Morgan Stanley	0.1%	$29.89M	148.63K	+7.6%	▲ Add	3+
397	FNDF Schwab Fundamental…	0.0%	$29.68M	558.66K	+49.4%	▲ Add	3+
398	CVS CVS Health Corp.	0.1%	$29.61M	286.25K	-1.3%	▼ Trim	3+
399	GWW W.W. Grainger, Inc.	0.0%	$29.46M	21.66K	+6.2%	▲ Add	3+
400	ADSK Autodesk, Inc.	0.0%	$29.37M	151.08K	0.0%	▲ Add	3+
401	ELV Elevance Health Inc.	0.1%	$29.21M	75.54K	+104.0%	▲ Add	3+
402	ELV Elevance Health Inc.	0.1%	$29.21M	75.54K	+104.0%	▲ Add	3+
403	JCPB JPMorgan Core Plus Bond ETF	0.0%	$29.14M	620.70K	-2.7%	▼ Trim	3+
404	VB Vanguard Morningstar…	0.3%	$29.07M	95.91K	+7.8%	▲ Add	3+
405	VCIT Vanguard Intermediate-Term…	0.0%	$29.03M	377.39K	+69.3%	▲ Add	3+
406	ADI Analog Devices, Inc.	0.2%	$29.01M	73.03K	+3.5%	▲ Add	3+
407	EMXC iShares MSCI Emerging…	0.0%	$29.00M	283.44K	-2.5%	▼ Trim	3+
408	WT WisdomTree, Inc.	0.1%	$28.98M	303.06K	-0.2%	▼ Trim	3+
409	ANET Arista Networks, Inc.	0.1%	$28.92M	170.23K	-11.4%	▼ Trim	3+
410	SCHP Schwab US TIPS ETF	0.3%	$28.83M	1.09M	+8.0%	▲ Add	3+
411	SNDK Sandisk Corporation	0.1%	$28.42M	12.50K	-37.0%	▼ Trim	3+
412	KLAC KLA Corporation	0.4%	$28.28M	93.73K	+5.9% ✂	▲ Add	3+
413	GM General Motors Company	0.1%	$28.09M	364.40K	-0.3%	▼ Trim	3+
414	SPGI S&P Global Inc.	0.1%	$28.07M	68.93K	-3.4%	▼ Trim	3+
415	TJX The TJX Companies, Inc.	0.3%	$28.02M	184.93K	+1.4%	▲ Add	3+
416	CNC Centene Corp.	0.1%	$27.98M	435.91K	-21.0%	▼ Trim	3+
417	BIL State Street SPDR Bloomberg…	0.0%	$27.95M	304.96K	-33.7%	▼ Trim	3+
418	PH Parker-Hannifin Corporation	0.1%	$27.89M	28.52K	+9.1%	▲ Add	3+
419	BDX Becton, Dickinson and…	0.0%	$27.85M	184.03K	-4.0%	▼ Trim	3+
420	ASML ASML Holding N.V.	0.2%	$27.82M	13.99K	+2.0%	▲ Add	3+
421	AMD Advanced Micro Devices, Inc.	0.5%	$27.78M	47.82K	+5.5%	▲ Add	3+
422	XLSR SSGA ACTIVE TR	0.0%	$27.54M	424.68K	+9.0%	▲ Add	2
423	MO Altria Group, Inc.	0.0%	$27.42M	381.04K	+8.5%	▲ Add	3+
424	EEM iShares MSCI Emerging…	0.0%	$27.26M	398.52K	+4.8%	▲ Add	3+
425	JBHT J.B. Hunt Transport…	0.1%	$27.20M	93.99K	+1.6%	▲ Add	3+
426	STX Seagate Technology Holdings…	0.1%	$27.20M	28.18K	+17.5%	▲ Add	3+
427	DAL Delta Air Lines, Inc.	0.1%	$27.19M	290.29K	-12.7%	▼ Trim	3+
428	KMI Kinder Morgan, Inc.	0.0%	$27.12M	848.32K	+0.5%	▲ Add	3+
429	MAGS Roundhill Magnificent Seven…	0.0%	$27.11M	421.60K	+39.5%	▲ Add	3+
430	ALC Alcon Inc.	0.0%	$26.91M	401.11K	+1.9%	▲ Add	3+
431	ADBE Adobe Inc.	0.0%	$26.71M	130.28K	-26.9%	▼ Trim	3+
432	TRV The Travelers Companies…	0.1%	$26.48M	80.21K	+3.4%	▲ Add	3+
433	IGIB iShares 5-10 Year…	0.0%	$26.48M	497.99K	-2.3%	▼ Trim	3+
434	BLCR iShares Large Cap Core…	0.0%	$26.43M	524.75K	+9.4%	▲ Add	2
435	PNC The PNC Financial Services…	0.1%	$26.37M	107.10K	+15.1%	▲ Add	3+
436	BAPR INNOVATOR ETFS TRUST	0.0%	$26.34M	494.59K	+49.1%	▲ Add	3+
437	IGF iShares Global…	0.0%	$26.33M	395.30K	+26.8%	▲ Add	3+
438	WAB Westinghouse Air Brake…	0.0%	$26.30M	97.55K	-8.5%	▼ Trim	3+
439	RBLX Roblox Corporation	0.0%	$26.21M	482.04K	+9.4%	▲ Add	3+
440	JBL Jabil Inc.	0.0%	$26.17M	67.89K	-2.0%	▼ Trim	3+
441	ANGL VanEck Fallen Angel High…	0.1%	$26.12M	893.18K	+13.9%	▲ Add	3+
442	IXUS iShares Core MSCI Total…	0.0%	$25.91M	271.49K	+2.2%	▲ Add	3+
443	QQQ Invesco QQQ Trust, Series 1	0.7%	$25.88M	35.14K	+5.2%	▲ Add	3+
444	FLG Flagstar Financial, Inc.	0.0%	$25.82M	1.73M	+1.4%	▲ Add	3+
445	TSM Taiwan Semiconductor…	0.4%	$25.78M	53.98K	+2.3%	▲ Add	3+
446	DELL Dell Technologies Inc.	0.0%	$25.74M	59.67K	+7.7%	▲ Add	3+
447	PFF iShares Preferred and…	0.0%	$25.73M	843.74K	+1.6%	▲ Add	3+
448	NFLX Netflix, Inc.	0.1%	$25.51M	357.32K	+2.0%	▲ Add	3+
449	BRK-B Berkshire Hathaway Inc.	0.5%	$25.43M	50.83K	+4.1%	▲ Add	3+
450	TGT Target Corporation	0.1%	$25.42M	194.61K	-1.7%	▼ Trim	3+
451	BSV Vanguard Short-Term Bond ETF	0.3%	$25.26M	324.17K	+3.3%	▲ Add	3+
452	VXF Vanguard Extended Market ETF	0.3%	$25.24M	102.51K	+12.1%	▲ Add	3+
453	VXF Vanguard Extended Market ETF	0.3%	$25.24M	102.51K	+12.1%	▲ Add	3+
454	SNOW Snowflake Inc.	0.0%	$24.80M	97.45K	+13.4%	▲ Add	3+
455	IAGG iShares Core International…	0.0%	$24.79M	489.98K	-14.7%	▼ Trim	3+
456	ICE Intercontinental Exchange…	0.0%	$24.74M	200.96K	+2.6%	▲ Add	3+
457	XLU State Street Utilities…	0.0%	$24.74M	545.67K	+2.5%	▲ Add	3+
458	MBB iShares MBS ETF	0.0%	$24.65M	260.76K	-9.1%	▼ Trim	3+
459	SPIB State Street SPDR Portfolio…	0.0%	$24.39M	729.08K	+6.7%	▲ Add	3+
460	WMT Walmart Inc.	0.4%	$24.35M	215.00K	-1.9%	▼ Trim	3+
461	VOO Vanguard S&P 500 ETF	4.4%	$24.26M	35.32K	+3.1%	▲ Add	3+
462	VOO Vanguard S&P 500 ETF	4.4%	$24.26M	35.32K	+3.1%	▲ Add	3+
463	PH Parker-Hannifin Corporation	0.1%	$24.02M	24.56K	+9.1%	▲ Add	3+
464	APD Air Products and Chemicals…	0.0%	$24.01M	81.90K	+3.6%	▲ Add	3+
465	JNJ Johnson & Johnson	0.6%	$23.88M	94.05K	+1.4%	▲ Add	3+
466	IJS iShares S&P Small-Cap 600…	0.0%	$23.86M	174.54K	+15.7%	▲ Add	3+
467	SHEL Shell plc	0.0%	$23.85M	307.64K	+6.8%	▲ Add	3+
468	AXON Axon Enterprise, Inc.	0.0%	$23.84M	42.52K	+894.8%	▲ Add	3+
469	BMY Bristol-Myers Squibb Company	0.1%	$23.72M	411.71K	-8.3%	▼ Trim	3+
470	KO The Coca-Cola Company	0.1%	$23.55M	289.71K	+0.7%	▲ Add	3+
471	SHLD Global X - Defense Tech ETF	0.0%	$23.17M	388.12K	+28.8%	▲ Add	2
472	GS The Goldman Sachs Group…	0.2%	$23.11M	22.85K	+0.8%	▲ Add	3+
473	PLTR Palantir Technologies Inc.	0.1%	$23.06M	197.65K	+4.9%	▲ Add	3+
474	VTHR Vanguard Russell 3000 ETF	0.0%	$22.90M	69.10K	-3.2%	▼ Trim	3+
475	PDO PIMCO DYNAMIC INCOME OPRNTS	0.0%	$22.89M	1.73M	-0.7%	▼ Trim	2
476	CPAY Corpay, Inc.	0.0%	$22.87M	68.63K	+24.7%	▲ Add	3+
477	IYW iShares U.S. Technology ETF	0.0%	$22.86M	90.63K	+13.6%	▲ Add	3+
478	XLY State Street Consumer…	0.0%	$22.85M	194.81K	-9.7%	▼ Trim	3+
479	KBWB Invesco KBW Bank ETF	0.0%	$22.84M	245.60K	-2.2%	▼ Trim	3+
480	IQV IQVIA Holdings Inc.	0.0%	$22.76M	117.77K	-2.0%	▼ Trim	3+
481	VDC Vanguard Consumer Staples…	0.0%	$22.72M	100.78K	-13.2%	▼ Trim	3+
482	PSA Public Storage	0.0%	$22.66M	71.18K	-2.3%	▼ Trim	3+
483	COF Capital One Financial…	0.1%	$22.50M	112.17K	+11.4%	▲ Add	3+
484	RH Rh	0.0%	$22.50M	210.30K	-9.3%	▼ Trim	3+
485	HALO Halozyme Therapeutics, Inc.	0.0%	$22.49M	287.33K	-1.6%	▼ Trim	3+
486	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$22.47M	169.89K	-0.7%	▼ Trim	3+
487	SYY Sysco Corporation	0.0%	$22.42M	268.21K	+15.8%	▲ Add	3+
488	CMF iShares California Muni…	0.0%	$22.41M	388.78K	+18.0%	▲ Add	3+
489	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$22.37M	157.10K	0.0%	▼ Trim	3+
490	JEPQ JPMorgan Nasdaq Equity…	0.0%	$22.23M	361.69K	+19.4%	▲ Add	3+
491	IWN iShares Russell 2000 Value…	0.0%	$22.21M	100.39K	+1.3%	▲ Add	3+
492	LNG Cheniere Energy, Inc.	0.0%	$22.04M	92.20K	+1.0%	▲ Add	3+
493	AMP Ameriprise Financial, Inc.	0.0%	$21.97M	47.90K	-15.5%	▼ Trim	3+
494	PSX Phillips 66	0.0%	$21.92M	129.68K	+9.9%	▲ Add	3+
495	V Visa Inc.	0.5%	$21.92M	63.88K	+2.3%	▲ Add	3+
496	TT Trane Technologies plc	0.1%	$21.84M	44.46K	+10.8%	▲ Add	3+
497	POCT INNOVATOR ETFS TRUST	0.0%	$21.83M	470.48K	-68.5%	▼ Trim	3+
498	THRO iShares U.S. Thematic…	0.0%	$21.55M	499.94K	-34.3%	▼ Trim	2
499	LIN Linde plc	0.1%	$21.51M	41.45K	+0.9%	▲ Add	3+
500	LH Labcorp Holdings Inc.	0.0%	$21.51M	76.81K	-1.0%	▼ Trim	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
HONA Honeywell Aerospace Inc	282.21K	—	Mới	$62.39M	0.1%
IALT iShares Systematic…	434.01K	—	Mới	$12.17M	0.0%
FDXF FedEx Freight Holding…	77.22K	—	Mới	$11.66M	0.0%
GGOV iShares Global…	189.95K	—	Mới	$9.55M	0.0%
RVLV Revolve Group, Inc.	387.30K	—	Mới	$8.87M	0.0%
DUOL Duolingo, Inc.	61.46K	—	Mới	$7.07M	0.0%
CLOV Clover Health…	1.23M	—	Mới	$6.46M	0.0%
SPCX Space Exploration…	33.41K	—	Mới	$5.71M	0.0%
TRI Thomson Reuters…	59.88K	—	Mới	$4.89M	0.0%
INFQ Infleqtion Inc	251.31K	—	Mới	$3.35M	0.0%
WLTH Wealthfront Corporation	317.23K	—	Mới	$2.84M	0.0%
DFTX Definium Therapeutics…	53.88K	—	Mới	$2.53M	0.0%
DFSU	45.03K	—	Mới	$2.10M	0.0%
PMAY	50.78K	—	Mới	$2.10M	0.0%
WKC World Kinect Corporation	63.56K	—	Mới	$2.09M	0.0%
WH Wyndham Hotels &…	24.45K	—	Mới	$2.06M	0.0%
CLSE	57.12K	—	Mới	$1.95M	0.0%
CPA Copa Holdings, S.A.	11.65K	—	Mới	$1.81M	0.0%
SCSC ScanSource, Inc.	32.02K	—	Mới	$1.67M	0.0%
ALAB Astera Labs, Inc.…	3.39K	—	Mới	$1.64M	0.0%
KRC Kilroy Realty…	43.28K	—	Mới	$1.62M	0.0%
TRS TriMas Corporation	33.29K	—	Mới	$1.50M	0.0%
OLN Olin Corporation	73.43K	—	Mới	$1.46M	0.0%
EZPW EZCORP, Inc.	41.39K	—	Mới	$1.43M	0.0%
HIW Highwoods Properties…	47.34K	—	Mới	$1.43M	0.0%
MXL MaxLinear, Inc.	10.69K	—	Mới	$1.37M	0.0%
BYLD	57.42K	—	Mới	$1.30M	0.0%
GSL Global Ship Lease, Inc.	34.21K	—	Mới	$1.29M	0.0%
VSH Vishay Intertechnology…	23.62K	—	Mới	$1.27M	0.0%
DRAM Roundhill Memory ETF	16.13K	—	Mới	$1.19M	0.0%
EEFT Euronet Worldwide, Inc.	16.23K	—	Mới	$1.19M	0.0%
BOXX	10.00K	—	Mới	$1.17M	0.0%
GO Grocery Outlet Holding…	108.81K	—	Mới	$1.09M	0.0%
USSG	15.59K	—	Mới	$1.08M	0.0%
TIC TIC Solutions, Inc.	130.67K	—	Mới	$1.06M	0.0%
LAD Lithia Motors, Inc.	3.62K	—	Mới	$1.05M	0.0%
CECO CECO Environmental Corp.	11.58K	—	Mới	$1.05M	0.0%
WD Walker & Dunlop, Inc.	18.34K	—	Mới	$1.00M	0.0%
TGTX TG Therapeutics, Inc.	18.20K	—	Mới	$1.00M	0.0%
BWIN The Baldwin Insurance…	37.14K	—	Mới	$987,290	0.0%
SFBS ServisFirst Bancshares…	11.29K	—	Mới	$979,753	0.0%
FLKR	14.32K	—	Mới	$946,188	0.0%
TYG	21.36K	—	Mới	$915,820	0.0%
QLD	8.93K	—	Mới	$863,729	0.0%
CWBC	32.10K	—	Mới	$862,180	0.0%
ALGM Allegro MicroSystems…	12.01K	—	Mới	$836,040	0.0%
SDGR Schrödinger, Inc.	48.77K	—	Mới	$792,512	0.0%
BTGO	151.17K	—	Mới	$783,045	0.0%
LGND Ligand Pharmaceuticals…	2.47K	—	Mới	$779,795	0.0%
AGIO Agios Pharmaceuticals…	20.23K	—	Mới	$750,699	0.0%
SNEX StoneX Group Inc.	6.14K	—	Mới	$727,177	0.0%
KRYS Krystal Biotech, Inc.	1.90K	—	Mới	$705,853	0.0%
SLGN Silgan Holdings Inc.	15.04K	—	Mới	$697,693	0.0%
ENOV Enovis Corporation	33.62K	—	Mới	$695,854	0.0%
HHH Howard Hughes Holdings…	9.46K	—	Mới	$676,367	0.0%
CMP Compass Minerals…	21.30K	—	Mới	$662,983	0.0%
AOK	15.89K	—	Mới	$658,963	0.0%
PBI Pitney Bowes Inc.	37.13K	—	Mới	$650,477	0.0%
IDHQ	14.81K	—	Mới	$647,957	0.0%
ATRC AtriCure, Inc.	22.77K	—	Mới	$637,076	0.0%
HTD	24.93K	—	Mới	$635,395	0.0%
GEN Gen Digital Inc.	25.00K	—	Mới	$622,128	0.0%
PSN Parsons Corporation	11.55K	—	Mới	$605,387	0.0%
AMSF AMERISAFE, Inc.	17.33K	—	Mới	$586,349	0.0%
QQQI	10.31K	—	Mới	$585,487	0.0%
IYY	3.13K	—	Mới	$569,807	0.0%
TLN Talen Energy Corporation	1.48K	—	Mới	$568,706	0.0%
IREN IREN Limited	12.01K	—	Mới	$549,089	0.0%
TSEM Tower Semiconductor Ltd.	2.08K	—	Mới	$542,653	0.0%
ROCK Gibraltar Industries…	12.03K	—	Mới	$542,327	0.0%
RDW Redwire Corp	42.73K	—	Mới	$522,588	0.0%
KSS Kohl's Corporation	28.86K	—	Mới	$511,446	0.0%
NVAX Novavax, Inc.	54.04K	—	Mới	$509,076	0.0%
GRID First Trust NASDAQ…	2.60K	—	Mới	$497,682	0.0%
ENR Energizer Holdings, Inc.	23.16K	—	Mới	$496,646	0.0%
SYNA Synaptics Incorporated	3.98K	—	Mới	$494,945	0.0%
PFSI PennyMac Financial…	5.60K	—	Mới	$487,681	0.0%
REPX	14.27K	—	Mới	$470,257	0.0%
EWT iShares MSCI Taiwan ETF	4.09K	—	Mới	$444,448	0.0%
MEI	23.39K	—	Mới	$443,805	0.0%
GSST	8.74K	—	Mới	$441,806	0.0%
STNE StoneCo Ltd.	40.54K	—	Mới	$439,486	0.0%
AMN AMN Healthcare…	13.51K	—	Mới	$437,449	0.0%
SEZL Sezzle Inc.	2.54K	—	Mới	$436,284	0.0%
NVCR Novocure Ltd	28.74K	—	Mới	$435,396	0.0%
BLBD Blue Bird Corporation	5.50K	—	Mới	$434,518	0.0%
UFOX	4.51K	—	Mới	$428,685	0.0%
CLSK CleanSpark, Inc.	29.43K	—	Mới	$428,266	0.0%
MAC The Macerich Company	16.98K	—	Mới	$427,644	0.0%
WMK Weis Markets, Inc.	5.42K	—	Mới	$424,456	0.0%
APLD Applied Digital Corp.	11.37K	—	Mới	$424,213	0.0%
SLG SL Green Realty Corp.	8.19K	—	Mới	$424,004	0.0%
HUT Hut 8 Corp.	3.62K	—	Mới	$418,489	0.0%
HIMS Hims & Hers Health, Inc.	12.03K	—	Mới	$417,039	0.0%
AIR AAR Corp.	2.85K	—	Mới	$407,638	0.0%
EWI	6.87K	—	Mới	$407,216	0.0%
SCMB Schwab Municipal Bond…	15.64K	—	Mới	$403,713	0.0%
TRVI Trevi Therapeutics, Inc.	21.58K	—	Mới	$402,428	0.0%
XOVR	19.10K	—	Mới	$402,097	0.0%
CBRL Cracker Barrel Old…	7.54K	—	Mới	$402,043	0.0%
INGM Ingram Micro Holding…	14.62K	—	Mới	$400,992	0.0%
TNXP	31.07K	—	Mới	$396,506	0.0%
NMM Navios Maritime…	5.65K	—	Mới	$395,800	0.0%
HOVR	200.00K	—	Mới	$394,000	0.0%
IART Integra LifeSciences…	21.90K	—	Mới	$393,252	0.0%
KN Knowles Corporation	9.45K	—	Mới	$391,863	0.0%
DX Dynex Capital, Inc.	29.50K	—	Mới	$386,732	0.0%
FNX First Trust Mid Cap…	2.64K	—	Mới	$385,831	0.0%
BAB	8.73K	—	Mới	$381,817	0.0%
CRAI CRA International, Inc.	2.64K	—	Mới	$375,388	0.0%
FEGE	7.61K	—	Mới	$372,036	0.0%
SPHR Sphere Entertainment Co.	2.14K	—	Mới	$369,939	0.0%
FEX	2.64K	—	Mới	$369,014	0.0%
PGY Pagaya Technologies Ltd.	20.17K	—	Mới	$368,121	0.0%
STTK	52.74K	—	Mới	$366,050	0.0%
PDP	2.43K	—	Mới	$365,162	0.0%
GOOD Gladstone Commercial…	29.57K	—	Mới	$363,773	0.0%
RPD Rapid7, Inc.	44.50K	—	Mới	$360,458	0.0%
SN SharkNinja, Inc.	2.37K	—	Mới	$360,234	0.0%
BLLN BillionToOne, Inc.	3.00K	—	Mới	$359,940	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
VOO Vanguard S&P 500 ETF	5.30M	5.14M	+3.1%	$3.63B	4.4%	●●○○○○
AAPL Apple Inc.	9.61M	9.37M	+2.6%	$2.78B	3.4%	●●○○○○
NVDA NVIDIA Corporation	13.61M	13.02M	+4.5%	$2.72B	3.3%	●●○○○○
IVV iShares Core S&P 500 ETF	2.80M	2.66M	+5.3%	$2.10B	2.5%	●●○○○○
SPY State Street SPDR S&P…	2.27M	2.15M	+5.4%	$1.66B	2.0%	●●○○○○
MSFT Microsoft Corporation	4.14M	4.10M	+1.0%	$1.55B	1.9%	●●○○○○
VEA Vanguard FTSE Developed…	21.44M	20.42M	+5.0%	$1.53B	1.9%	●●○○○○
GOOGL Alphabet Inc.	3.59M	3.54M	+1.5%	$1.28B	1.6%	●●○○○○
GOOG Alphabet Inc.	3.46M	3.40M	+1.9%	$1.22B	1.5%	●●○○○○
AMZN Amazon.com, Inc.	5.10M	4.96M	+2.8%	$1.21B	1.5%	●●○○○○
AVGO Broadcom Inc.	3.06M	3.02M	+1.3%	$1.15B	1.4%	●●○○○○
IEFA iShares Core MSCI EAFE…	11.60M	11.36M	+2.2%	$1.12B	1.4%	●●○○○○
AGG iShares Core U.S.…	9.92M	8.90M	+11.4%	$982.08M	1.2%	●●○○○○
LLY Eli Lilly and Company	747.55K	732.55K	+2.0%	$896.63M	1.1%	●●○○○○
VTI Vanguard Morningstar…	2.42M	1.98M	+21.8%	$828.03M	1.0%	●●○○○○
META Meta Platforms, Inc.	1.26M	1.20M	+4.7%	$709.05M	0.9%	●●○○○○
JPM JPMorgan Chase & Co.	2.13M	2.09M	+1.7%	$697.49M	0.8%	●●○○○○
QQQ Invesco QQQ Trust…	834.55K	793.35K	+5.2%	$614.53M	0.7%	●●○○○○
RSP Invesco S&P 500 Equal…	2.80M	2.38M	+17.8%	$596.64M	0.7%	●●○○○○
IEMG iShares Core MSCI…	7.03M	6.28M	+11.9%	$582.22M	0.7%	●●○○○○
IDEV iShares Core MSCI…	6.38M	5.46M	+16.8%	$567.52M	0.7%	●●○○○○
IWF iShares Russell 1000…	4.56M	1.14M	+0.1% ✂	$566.29M	0.7%	●●○○○○
IJR iShares Core S&P…	3.59M	3.58M	+0.3%	$532.07M	0.6%
JNJ Johnson & Johnson	1.87M	1.85M	+1.4%	$475.44M	0.6%	●●○○○○
VO Vanguard Morningstar…	5.79M	1.33M	+8.6% ✂	$466.41M	0.6%	●●○○○○
IJH iShares Core S&P…	6.01M	5.67M	+6.0%	$463.37M	0.6%	●●○○○○
SGOV iShares 0-3 Month…	4.55M	3.57M	+27.5%	$457.59M	0.6%
VUG Vanguard Morningstar…	5.26M	696.27K	+25.9% ✂	$453.32M	0.6%	●●○○○○
COST Costco Wholesale…	438.86K	433.64K	+1.2%	$410.56M	0.5%	●●○○○○
VTV Vanguard Morningstar…	1.97M	1.62M	+21.4%	$429.47M	0.5%	●●○○○○
BRK-B Berkshire Hathaway Inc.	842.05K	808.58K	+4.1%	$421.37M	0.5%	●●○○○○
AMD Advanced Micro Devices…	698.82K	662.70K	+5.5%	$405.95M	0.5%
V Visa Inc.	1.17M	1.15M	+2.3%	$402.57M	0.5%	●●○○○○
SPAB State Street SPDR…	14.40M	12.70M	+13.4%	$367.58M	0.4%	●●○○○○
IWB iShares Russell 1000 ETF	815.66K	800.12K	+1.9%	$334.01M	0.4%	●●○○○○
MU Micron Technology, Inc.	288.48K	258.79K	+11.5%	$332.93M	0.4%	●●○○○○
VEU Vanguard FTSE All-World…	3.92M	3.58M	+9.5%	$328.61M	0.4%	●●○○○○
ABBV AbbVie Inc.	1.28M	1.22M	+4.9%	$320.90M	0.4%	●●○○○○
KLAC KLA Corporation	1.06M	100.27K	+5.9% ✂	$320.38M	0.4%
IQLT iShares MSCI Intl…	6.25M	5.22M	+19.9%	$309.80M	0.4%	●●○○○○
SPYM State Street SPDR…	3.49M	2.35M	+48.8%	$306.91M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	638.64K	624.17K	+2.3%	$304.98M	0.4%	●●○○○○
VGIT Vanguard…	5.16M	4.78M	+7.9%	$304.49M	0.4%	●●○○○○
CAT Caterpillar Inc.	279.24K	275.41K	+1.4%	$297.31M	0.4%	●●○○○○
HD The Home Depot, Inc.	856.90K	777.29K	+10.2%	$287.72M	0.3%	●●○○○○
VB Vanguard Morningstar…	930.91K	863.57K	+7.8%	$282.11M	0.3%	●●○○○○
SCHP Schwab US TIPS ETF	10.58M	9.80M	+8.0%	$280.37M	0.3%	●●○○○○
TSLA Tesla, Inc.	1.83M	612.98K	+198.8%	$278.49M	0.3%
JPST JPMorgan Ultra-Short…	5.45M	5.19M	+5.0%	$275.52M	0.3%	●●○○○○
BSV Vanguard Short-Term…	3.51M	3.40M	+3.3%	$273.62M	0.3%	●●○○○○
VWO Vanguard FTSE Emerging…	4.83M	4.20M	+14.9%	$273.04M	0.3%	●●○○○○
APH Amphenol Corporation	1.52M	1.41M	+7.8%	$268.11M	0.3%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	883.75K	746.48K	+18.4%	$267.75M	0.3%	●●○○○○
MGK Vanguard Morningstar…	2.98M	541.19K	+10.3% ✂	$262.41M	0.3%	●●○○○○
VXF Vanguard Extended…	1.06M	947.69K	+12.1%	$261.55M	0.3%	●●○○○○
CVX Chevron Corporation	1.37M	1.25M	+9.7%	$227.53M	0.3%	●●○○○○
TJX The TJX Companies, Inc.	1.60M	1.58M	+1.4%	$242.91M	0.3%
BAC Bank of America…	4.22M	4.13M	+2.0%	$240.23M	0.3%
VGT Vanguard Information…	2.01M	249.81K	+0.3% ✂	$239.67M	0.3%
RTX RTX Corporation	1.24M	1.21M	+2.3%	$234.77M	0.3%	●●○○○○
VIG Vanguard Dividend…	988.36K	933.62K	+5.9%	$233.93M	0.3%	●●○○○○
VTEB Vanguard Tax-Exempt…	4.42M	4.40M	+0.3%	$223.33M	0.3%	●●○○○○
CRWD CrowdStrike Holdings…	292.66K	291.49K	+0.4%	$222.98M	0.3%	●●○○○○
SPYV State Street SPDR…	3.66M	3.60M	+1.7%	$222.74M	0.3%	●●○○○○
GE GE Aerospace	571.11K	537.50K	+6.2%	$213.44M	0.3%	●●○○○○
RODM Hartford Multifactor…	5.16M	4.07M	+26.8%	$208.70M	0.3%	●●○○○○
IWD iShares Russell 1000…	848.03K	815.58K	+4.0%	$205.59M	0.2%	●●○○○○
MA Mastercard Incorporated	397.90K	395.70K	+0.6%	$204.37M	0.2%
SCHM Schwab U.S. Mid-Cap ETF	5.73M	5.51M	+4.0%	$198.47M	0.2%	●●○○○○
DFIV Dimensional -…	3.63M	3.21M	+13.1%	$196.20M	0.2%	●●○○○○
SCHF Schwab International…	7.38M	6.89M	+7.2%	$191.24M	0.2%	●●○○○○
AMAT Applied Materials, Inc.	260.36K	236.66K	+10.0%	$188.23M	0.2%	●●○○○○
ASML ASML Holding N.V.	94.24K	92.35K	+2.0%	$187.48M	0.2%	●●○○○○
GS The Goldman Sachs…	184.88K	183.36K	+0.8%	$186.99M	0.2%
VXUS Vanguard Total…	2.26M	1.86M	+21.3%	$180.69M	0.2%	●●○○○○
ORCL Oracle Corporation	1.22M	1.17M	+4.4%	$179.24M	0.2%
IWM iShares Russell 2000 ETF	592.42K	535.72K	+10.6%	$177.99M	0.2%	●●○○○○
CGXU Capital Group…	5.09M	5.03M	+1.1%	$176.12M	0.2%	●●○○○○
EFA iShares MSCI EAFE ETF	2.01M	1.68M	+19.4%	$175.62M	0.2%	●●○○○○
SPEM State Street SPDR…	3.38M	3.26M	+3.6%	$174.82M	0.2%	●●○○○○
DFSV Dimensional - US Small…	4.47M	4.31M	+3.8%	$173.37M	0.2%	●●○○○○
AVDV Avantis International…	1.63M	1.42M	+14.7%	$168.21M	0.2%	●●○○○○
VCSH Vanguard Short-Term…	2.08M	1.79M	+15.9%	$163.93M	0.2%	●●○○○○
BLK BlackRock, Inc.	169.71K	166.69K	+1.8%	$163.19M	0.2%	●●○○○○
ABT Abbott Laboratories	1.80M	1.59M	+13.4%	$155.55M	0.2%	●●○○○○
VONG Vanguard Russell 1000…	1.27M	991.75K	+27.7%	$161.90M	0.2%	●●○○○○
AMGN Amgen Inc.	444.84K	433.56K	+2.6%	$161.09M	0.2%	●●○○○○
GLDM SPDR Gold MiniShares…	2.00M	1.27M	+58.1%	$159.14M	0.2%	●●○○○○
IVW iShares S&P 500 Growth…	1.07M	1.03M	+4.3%	$147.83M	0.2%	●●○○○○
DFUV Dimensional - US…	2.64M	2.53M	+4.4%	$145.46M	0.2%	●●○○○○
CB Chubb Limited	425.91K	423.81K	+0.5%	$145.12M	0.2%	●●○○○○
NFLX Netflix, Inc.	1.53M	1.50M	+2.0%	$109.57M	0.1%	●●○○○○
SCHW The Charles Schwab…	1.54M	1.41M	+9.3%	$142.49M	0.2%	●●○○○○
UNH UnitedHealth Group…	333.27K	313.76K	+6.2%	$138.52M	0.2%	●●○○○○
GEV GE Vernova Inc.	117.37K	112.56K	+4.3%	$137.89M	0.2%	●●○○○○
NEE NextEra Energy, Inc.	1.49M	1.48M	+0.9%	$131.07M	0.2%	●●○○○○
SCHA Schwab U.S. Small-Cap…	4.00M	3.84M	+4.1%	$136.17M	0.2%	●●○○○○
PWR Quanta Services, Inc.	188.95K	182.48K	+3.5%	$136.05M	0.2%
SKOR	2.80M	2.37M	+17.9%	$135.69M	0.2%	●●○○○○
ADI Analog Devices, Inc.	340.33K	328.69K	+3.5%	$135.17M	0.2%	●●○○○○
IBM International Business…	646.29K	460.31K	+40.4%	$134.48M	0.2%	●●○○○○
USMV iShares MSCI USA Min…	1.37M	1.33M	+3.6%	$132.46M	0.2%	●●○○○○
TXN Texas Instruments…	429.20K	405.84K	+5.8%	$127.93M	0.2%
PLTR Palantir Technologies…	909.59K	866.94K	+4.9%	$106.14M	0.1%	●●○○○○
VYM Vanguard High Dividend…	798.79K	774.71K	+3.1%	$126.24M	0.2%	●●○○○○
ACWX iShares MSCI ACWI ex…	1.66M	1.52M	+9.0%	$126.23M	0.2%	●●○○○○
MUB iShares National Muni…	1.10M	1.07M	+2.9%	$118.51M	0.1%	●●○○○○
ANGL VanEck Fallen Angel…	3.97M	3.49M	+13.9%	$116.09M	0.1%	●●○○○○
DFLV Dimensional - US Large…	2.88M	2.17M	+32.8%	$113.76M	0.1%	●●○○○○
SCHG Schwab U.S. Large-Cap…	3.90M	3.20M	+22.1%	$113.14M	0.1%	●●○○○○
DHR Danaher Corporation	591.66K	396.58K	+49.2%	$112.70M	0.1%	●●○○○○
GLW Corning Inc	423.26K	416.50K	+1.6%	$107.64M	0.1%
IWR iShares Russell Mid-Cap…	969.04K	898.47K	+7.9%	$106.91M	0.1%	●●○○○○
UNP Union Pacific…	385.33K	382.82K	+0.7%	$104.82M	0.1%	●●○○○○
DFAE Dimensional - Emerging…	2.55M	2.32M	+10.2%	$102.69M	0.1%	●●○○○○
WFC Wells Fargo & Company	1.22M	1.05M	+16.4%	$101.22M	0.1%	●●○○○○
IEF iShares 7-10 Year…	1.06M	983.96K	+7.9%	$100.40M	0.1%	●●○○○○
LMT Lockheed Martin…	168.03K	165.14K	+1.8%	$85.62M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	689.58K	518.89K	+32.9%	$99.44M	0.1%	●●○○○○
VT Vanguard Total World…	630.14K	616.83K	+2.2%	$98.90M	0.1%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
PG The Procter & Gamble…	6.19M	6.20M	-0.2%	$907.62M	1.1%
QUAL iShares MSCI USA…	3.85M	4.00M	-3.6%	$845.78M	1.0%
SCHX Schwab U.S. Large-Cap…	18.50M	19.18M	-3.5%	$544.58M	0.7%
WMT Walmart Inc.	3.08M	3.14M	-1.9%	$348.39M	0.4%	●●○○○○
MTUM iShares MSCI USA…	1.10M	1.18M	-7.0%	$377.00M	0.5%
XONA.DE Exxon Mobil Corporation	2.07M	2.19M	-5.7%	$282.60M	0.3%
PANW Palo Alto Networks, Inc.	1.01M	1.04M	-2.2%	$345.13M	0.4%
VGSH Vanguard Short-Term…	4.94M	5.27M	-6.2%	$287.44M	0.3%
ITOT iShares Core S&P Total…	1.84M	1.86M	-1.4%	$302.00M	0.4%	●●○○○○
CSCO Cisco Systems, Inc.	2.57M	2.60M	-1.5%	$301.42M	0.4%
IAU iShares Gold Trust	2.93M	3.16M	-7.1%	$221.47M	0.3%	●●○○○○
AVEM Avantis Emerging…	2.56M	3.37M	-24.1%	$246.83M	0.3%
AVLV Avantis U.S. Large Cap…	2.73M	2.83M	-3.7%	$248.66M	0.3%
IEI iShares 3-7 Year…	1.96M	1.97M	-0.5%	$230.19M	0.3%
LRCX Lam Research Corporation	485.64K	491.09K	-1.1%	$210.39M	0.3%	●●○○○○
SHY iShares 1-3 Year…	2.48M	2.50M	-1.0%	$203.57M	0.2%	●●○○○○
MRK Merck & Co., Inc.	1.57M	1.64M	-4.4%	$201.45M	0.2%	●●○○○○
ITW Illinois Tool Works Inc.	732.51K	760.29K	-3.6%	$198.12M	0.2%	●●○○○○
DFAC Dimensional - US Core…	4.43M	4.46M	-0.7%	$196.47M	0.2%
INTC Intel Corp.	1.33M	1.53M	-13.3%	$185.19M	0.2%	●●○○○○
GLD SPDR Gold Shares	423.83K	430.05K	-1.4%	$156.14M	0.2%	●●○○○○
XLK State Street Technology…	850.48K	881.25K	-3.5%	$162.03M	0.2%
PEP PepsiCo, Inc.	944.93K	1.03M	-8.7%	$127.95M	0.2%	●●○○○○
MCD McDonald's Corporation	489.12K	515.10K	-5.0%	$132.22M	0.2%
IGM iShares Expanded Tech…	944.12K	952.45K	-0.9%	$154.44M	0.2%
C Citigroup Inc.	1.10M	1.10M	-0.4%	$153.83M	0.2%
USVM VictoryShares US Small…	1.36M	1.43M	-4.9%	$149.80M	0.2%
URI United Rentals, Inc.	126.29K	127.14K	-0.7%	$143.07M	0.2%
HON Honeywell International…	286.04K	625.70K	-8.6% ✂	$64.05M	0.1%
WM Waste Management, Inc.	566.72K	579.39K	-2.2%	$126.31M	0.2%	●●○○○○
VRTX Vertex Pharmaceuticals…	255.87K	296.65K	-13.8%	$127.10M	0.2%
DIS The Walt Disney Company	1.21M	1.21M	-0.6%	$116.03M	0.1%
CRM Salesforce, Inc.	380.07K	601.12K	-36.8%	$59.55M	0.1%
EMR Emerson Electric Co.	774.95K	789.72K	-1.9%	$110.93M	0.1%
IVE iShares S&P 500 Value…	477.31K	517.50K	-7.8%	$108.38M	0.1%
DE Deere & Company	169.45K	170.77K	-0.8%	$107.48M	0.1%
CMI Cummins Inc.	147.54K	148.75K	-0.8%	$105.23M	0.1%
SYK Stryker Corporation	306.87K	314.46K	-2.4%	$96.61M	0.1%
TMO Thermo Fisher…	199.57K	200.49K	-0.5%	$100.06M	0.1%	●●○○○○
SPDW State Street SPDR…	1.97M	2.09M	-5.9%	$99.16M	0.1%
VONE Vanguard Russell 1000…	287.67K	290.15K	-0.8%	$97.44M	0.1%
SPGI S&P Global Inc.	218.59K	226.30K	-3.4%	$89.02M	0.1%
INTU Intuit Inc.	160.05K	219.67K	-27.1%	$41.77M	0.1%
WDC Western Digital…	144.26K	173.00K	-16.6%	$92.14M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	171.23K	199.22K	-14.1%	$68.09M	0.1%
TER Teradyne, Inc.	186.60K	204.24K	-8.6%	$90.29M	0.1%	●●○○○○
NTRS Northern Trust…	497.73K	508.34K	-2.1%	$86.52M	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	1.28M	1.39M	-8.3%	$73.61M	0.1%	●●○○○○
MMM 3M Company	244.82K	574.60K	-57.4%	$39.64M	0.0%	●●○○○○
FIX Comfort Systems USA…	40.59K	45.54K	-10.9%	$80.45M	0.1%
ANET Arista Networks, Inc.	470.49K	531.23K	-11.4%	$79.93M	0.1%
HTO H2O America	1.31M	1.31M	-0.2%	$79.44M	0.1%	●●○○○○
BSX Boston Scientific…	1.25M	1.26M	-1.0%	$53.39M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	732.01K	1.04M	-29.8%	$56.03M	0.1%
AVDE Avantis International…	846.76K	857.50K	-1.2%	$75.53M	0.1%
SNDK Sandisk Corporation	32.98K	52.38K	-37.0%	$75.00M	0.1%	●●○○○○
USB U.S. Bancorp	1.22M	1.25M	-2.7%	$73.54M	0.1%
VV Vanguard Morningstar…	211.16K	212.32K	-0.6%	$72.62M	0.1%
IBIT iShares Bitcoin Trust…	1.57M	1.75M	-10.3%	$52.15M	0.1%
POCT	487.45K	1.55M	-68.5%	$22.62M	0.0%	●●○○○○
SPTM State Street SPDR…	733.77K	742.99K	-1.2%	$66.62M	0.1%	●●○○○○
ADBE Adobe Inc.	197.29K	269.70K	-26.9%	$40.45M	0.0%
STIP iShares 0-5 Year TIPS…	175.97K	629.36K	-72.0%	$17.80M	0.0%	●●○○○○
NOW ServiceNow, Inc.	604.39K	616.01K	-1.9%	$60.00M	0.1%
EIX Edison International	809.68K	858.83K	-5.7%	$60.28M	0.1%
HOOD Robinhood Markets, Inc.	623.76K	659.18K	-5.4%	$62.55M	0.1%	●●○○○○
WT WisdomTree, Inc.	870.32K	872.41K	-0.2%	$62.07M	0.1%
VIOO Vanguard S&P Small-Cap…	442.94K	446.75K	-0.8%	$60.92M	0.1%	●●○○○○
VBR Vanguard Morningstar…	248.77K	267.39K	-7.0%	$60.45M	0.1%
OEF iShares S&P 100 ETF	165.09K	166.48K	-0.8%	$60.40M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	240.80K	255.40K	-5.7%	$53.09M	0.1%	●●○○○○
BKNG Booking Holdings Inc.	271.24K	14.17K	-23.4% ✂	$48.35M	0.1%	●●○○○○
COP ConocoPhillips	424.76K	451.52K	-5.9%	$44.16M	0.1%
FTNT Fortinet, Inc.	382.11K	430.18K	-11.2%	$58.70M	0.1%
MCK McKesson Corporation	66.10K	67.74K	-2.4%	$49.95M	0.1%
DUK Duke Energy Corporation	433.71K	440.33K	-1.5%	$54.90M	0.1%
UPS United Parcel Service…	525.03K	532.12K	-1.3%	$56.44M	0.1%
PCG PG&E Corporation	3.08M	3.15M	-2.2%	$51.85M	0.1%	●●○○○○
WELL Welltower Inc.	243.38K	247.55K	-1.7%	$55.24M	0.1%
SUB iShares Short-Term…	492.53K	518.24K	-5.0%	$52.44M	0.1%
VRT Vertiv Holdings Co	163.65K	167.48K	-2.3%	$54.79M	0.1%
XLF State Street Financial…	1.01M	1.02M	-1.3%	$53.96M	0.1%	●●○○○○
T AT&T Inc.	1.75M	1.81M	-3.4%	$36.26M	0.0%
BIL State Street SPDR…	377.05K	568.90K	-33.7%	$34.55M	0.0%
FDX FedEx Corporation	147.10K	145.96K	-18.8% ✂	$46.06M	0.1%
VPL Vanguard FTSE Pacific…	442.81K	445.93K	-0.7%	$51.23M	0.1%	●●○○○○
MPC Marathon Petroleum…	197.58K	204.68K	-3.5%	$50.52M	0.1%
IGSB iShares 1-5 Year…	897.04K	950.86K	-5.7%	$47.01M	0.1%
CASY Casey's General Stores…	61.40K	67.57K	-9.1%	$48.80M	0.1%
RWL Invesco S&P 500 Revenue…	381.26K	385.64K	-1.1%	$48.71M	0.1%
GM General Motors Company	628.15K	630.08K	-0.3%	$48.42M	0.1%
SCHR Schwab…	1.55M	1.93M	-19.6%	$38.23M	0.0%	●●○○○○
CNC Centene Corp.	748.02K	946.92K	-21.0%	$48.02M	0.1%	●●○○○○
IAGG iShares Core…	800.32K	938.55K	-14.7%	$40.50M	0.0%
APO Apollo Global…	388.65K	417.97K	-7.0%	$45.98M	0.1%
XLI State Street Industrial…	251.04K	256.23K	-2.0%	$46.50M	0.1%
MDLZ Mondelez International…	771.50K	805.74K	-4.2%	$44.62M	0.1%	●●○○○○
TDW Tidewater Inc.	535.39K	542.61K	-1.3%	$35.67M	0.0%	●●○○○○
DIA State Street SPDR Dow…	86.21K	93.13K	-7.4%	$45.04M	0.1%
CVS CVS Health Corp.	435.15K	440.71K	-1.3%	$45.02M	0.1%	●●○○○○
DAL Delta Air Lines, Inc.	474.58K	543.85K	-12.7%	$44.45M	0.1%
GD General Dynamics…	108.88K	126.72K	-14.1%	$38.57M	0.0%
TGT Target Corporation	327.86K	333.59K	-1.7%	$42.82M	0.1%
GDS GDS Holdings Limited	1.06M	1.06M	0.0%	$31.89M	0.0%
AMP Ameriprise Financial…	81.17K	96.10K	-15.5%	$37.24M	0.0%
CMCSA Comcast Corporation	1.33M	1.49M	-10.2%	$32.76M	0.0%
SCHO Schwab Short-Term U.S.…	1.56M	1.69M	-8.1%	$37.55M	0.0%	●●○○○○
KKR KKR & Co. Inc.	299.71K	438.85K	-31.7%	$27.51M	0.0%
ROP Roper Technologies, Inc.	70.97K	111.97K	-36.6%	$24.01M	0.0%	●●○○○○
MEDP Medpace Holdings, Inc.	52.91K	82.08K	-35.5%	$28.02M	0.0%
SHV iShares Trust iShares…	342.21K	352.88K	-3.0%	$37.76M	0.0%	●●○○○○
IJJ iShares S&P Mid-Cap 400…	263.25K	266.00K	-1.0%	$38.89M	0.0%
UL Unilever PLC	633.87K	646.63K	-2.0%	$38.11M	0.0%
GILD Gilead Sciences, Inc.	257.29K	270.35K	-4.8%	$32.51M	0.0%
CME CME Group Inc.	95.50K	127.21K	-24.9%	$21.09M	0.0%	●●○○○○
BAI iShares A.I. Innovation…	708.47K	890.40K	-20.4%	$37.35M	0.0%
SHW The Sherwin-Williams…	107.82K	109.90K	-1.9%	$37.12M	0.0%	●●○○○○
MRSH Marsh & McLennan…	183.08K	213.05K	-14.1%	$30.51M	0.0%
BDX Becton, Dickinson and…	222.55K	231.79K	-4.0%	$33.68M	0.0%	●●○○○○
JBL Jabil Inc.	93.99K	95.88K	-2.0%	$36.23M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CTRA Coterra Energy Inc.	—	331.46K	Thoát	$11.65M	0.0%
VITL Vital Farms, Inc.	—	577.39K	Thoát	$8.15M	0.0%
MASI Masimo Corporation	—	38.82K	Thoát	$6.90M	0.0%
AL Air Lease Corporation	—	81.59K	Thoát	$5.30M	0.0%
FCN FTI Consulting, Inc.	—	13.21K	Thoát	$2.34M	0.0%
LEGH	—	111.40K	Thoát	$2.28M	0.0%
HTBK	—	172.68K	Thoát	$2.16M	0.0%
TPH Tri Pointe Homes, Inc.	—	43.12K	Thoát	$2.01M	0.0%
IBDR iShares iBonds Dec 2026…	—	74.79K	Thoát	$1.81M	0.0%
HOLX Hologic, Inc.	—	21.81K	Thoát	$1.65M	0.0%
IBDS iShares iBonds Dec 2027…	—	59.98K	Thoát	$1.45M	0.0%
CZR Caesars Entertainment…	—	52.61K	Thoát	$1.39M	0.0%
UVV Universal Corporation	—	25.97K	Thoát	$1.37M	0.0%
AGZ	—	11.55K	Thoát	$1.27M	0.0%
FBP First BanCorp.	—	57.98K	Thoát	$1.24M	0.0%
THR Thermon Group Holdings…	—	22.68K	Thoát	$1.14M	0.0%
CXW CoreCivic, Inc.	—	60.04K	Thoát	$1.14M	0.0%
AVO Mission Produce, Inc.	—	80.89K	Thoát	$1.11M	0.0%
HE Hawaiian Electric…	—	73.75K	Thoát	$1.09M	0.0%
SNPE Xtrackers S&P 500…	—	16.45K	Thoát	$979,609	0.0%
TPSC	—	21.84K	Thoát	$926,920	0.0%
MCW	—	130.50K	Thoát	$909,550	0.0%
FJET	—	145.00K	Thoát	$858,400	0.0%
PDBC Invesco Optimum Yield…	—	49.45K	Thoát	$856,448	0.0%
FOLD Amicus Therapeutics…	—	58.09K	Thoát	$839,981	0.0%
TMFC	—	11.89K	Thoát	$784,133	0.0%
SEE Sealed Air Corporation	—	17.18K	Thoát	$722,558	0.0%
IJAN	—	17.85K	Thoát	$647,598	0.0%
BCO The Brink's Company	—	6.01K	Thoát	$623,024	0.0%
BLSH Bullish	—	17.41K	Thoát	$622,059	0.0%
OS OneStream, Inc. Class A…	—	25.16K	Thoát	$603,816	0.0%
DBRG DigitalBridge Group…	—	38.89K	Thoát	$599,689	0.0%
PATK Patrick Industries, Inc.	—	5.14K	Thoát	$570,690	0.0%
NVRI Enviri Corporation	—	28.43K	Thoát	$557,757	0.0%
UBFO	—	52.65K	Thoát	$553,320	0.0%
CABO Cable One, Inc.	—	5.75K	Thoát	$524,914	0.0%
FSLY Fastly, Inc.	—	18.02K	Thoát	$523,749	0.0%
FFIC	—	33.70K	Thoát	$517,586	0.0%
ESAB ESAB Corporation	—	5.25K	Thoát	$507,665	0.0%
PRIM Primoris Services…	—	3.32K	Thoát	$474,953	0.0%
USLM United States Lime &…	—	3.60K	Thoát	$469,805	0.0%
KBR KBR, Inc.	—	12.66K	Thoát	$466,542	0.0%
CE Celanese Corporation	—	6.68K	Thoát	$439,191	0.0%
WINA Winmark Corporation	—	1.02K	Thoát	$434,829	0.0%
RAMP LiveRamp Holdings, Inc.	—	15.47K	Thoát	$410,390	0.0%
DHC Diversified Healthcare…	—	61.73K	Thoát	$409,903	0.0%
FIBK First Interstate…	—	12.04K	Thoát	$402,102	0.0%
PDX	—	18.05K	Thoát	$398,591	0.0%
DAWN Day One…	—	18.20K	Thoát	$390,143	0.0%
FAN	—	15.73K	Thoát	$389,067	0.0%
UGL	—	6.18K	Thoát	$379,946	0.0%
VRE Veris Residential, Inc.	—	19.43K	Thoát	$366,715	0.0%
RHLD	—	2.25K	Thoát	$365,013	0.0%
NNI Nelnet, Inc.	—	2.75K	Thoát	$354,515	0.0%
DBND	—	7.70K	Thoát	$352,508	0.0%
LTC LTC Properties, Inc.	—	9.22K	Thoát	$342,671	0.0%
PDN	—	7.78K	Thoát	$337,505	0.0%
EHAB	—	23.94K	Thoát	$337,258	0.0%
PKST	—	16.05K	Thoát	$335,243	0.0%
NBSD	—	6.60K	Thoát	$334,635	0.0%
PAHC Phibro Animal Health…	—	5.98K	Thoát	$330,919	0.0%
UDMY	—	67.37K	Thoát	$311,259	0.0%
CARG CarGurus, Inc.	—	9.04K	Thoát	$307,915	0.0%
OSIS OSI Systems, Inc.	—	1.15K	Thoát	$305,475	0.0%
BLFY	—	22.76K	Thoát	$301,316	0.0%
SPXU	—	5.30K	Thoát	$300,722	0.0%
JPIE JPMorgan Income ETF	—	6.49K	Thoát	$299,086	0.0%
BKE The Buckle, Inc.	—	5.88K	Thoát	$296,197	0.0%
USPH U.S. Physical Therapy…	—	3.94K	Thoát	$295,503	0.0%
SILA Sila Realty Trust, Inc.	—	12.16K	Thoát	$288,042	0.0%
CRF	—	41.05K	Thoát	$285,331	0.0%
WWW Wolverine World Wide…	—	16.67K	Thoát	$272,060	0.0%
GBX The Greenbrier…	—	5.13K	Thoát	$269,884	0.0%
BDC Belden Inc.	—	2.34K	Thoát	$269,145	0.0%
DMC Del Monte Corporation	—	6.62K	Thoát	$266,481	0.0%
NFBK	—	19.59K	Thoát	$265,221	0.0%
VNLA Janus Henderson Short…	—	5.42K	Thoát	$265,066	0.0%
NKX	—	22.05K	Thoát	$262,347	0.0%
EUSB	—	5.83K	Thoát	$253,388	0.0%
PHIN PHINIA Inc.	—	3.66K	Thoát	$250,201	0.0%
EGBN Eagle Bancorp, Inc.	—	9.98K	Thoát	$248,303	0.0%
DHIL	—	1.42K	Thoát	$244,554	0.0%
SHE	—	1.90K	Thoát	$243,350	0.0%
AORT Artivion, Inc.	—	6.42K	Thoát	$234,918	0.0%
BSCS Invesco BulletShares…	—	11.47K	Thoát	$234,354	0.0%
NATL NCR Atleos Corporation	—	5.35K	Thoát	$233,283	0.0%
UTES Virtus Reaves Utilities…	—	2.90K	Thoát	$231,349	0.0%
PRMB Primo Brands Corporation	—	12.21K	Thoát	$229,821	0.0%
ORA Ormat Technologies, Inc.	—	2.05K	Thoát	$229,606	0.0%
RCI Rogers Communications…	—	5.91K	Thoát	$227,355	0.0%
EDU New Oriental Education…	—	4.01K	Thoát	$226,973	0.0%
FXE Invesco CurrencyShares…	—	2.10K	Thoát	$224,022	0.0%
FFWM	—	37.78K	Thoát	$222,907	0.0%
RTO Rentokil Initial plc	—	7.06K	Thoát	$222,282	0.0%
CLM	—	30.07K	Thoát	$218,891	0.0%
WOOD	—	3.07K	Thoát	$217,640	0.0%
GXO GXO Logistics, Inc.	—	4.20K	Thoát	$217,511	0.0%
AMSC American Superconductor…	—	6.39K	Thoát	$216,335	0.0%
JBND JPMorgan Active Bond ETF	—	4.01K	Thoát	$215,612	0.0%
LMAT LeMaitre Vascular, Inc.	—	1.95K	Thoát	$213,322	0.0%
CLOZ	—	8.26K	Thoát	$211,907	0.0%
WGO Winnebago Industries…	—	6.83K	Thoát	$211,724	0.0%
SPNT SiriusPoint Ltd.	—	9.74K	Thoát	$209,756	0.0%
AUGO Aura Minerals	—	2.50K	Thoát	$204,000	0.0%
EEMS	—	2.95K	Thoát	$203,804	0.0%
SCHL Scholastic Corporation	—	5.21K	Thoát	$203,665	0.0%
SMA Smartstop Self Storage…	—	6.71K	Thoát	$203,270	0.0%
FG F&G Annuities & Life…	—	8.01K	Thoát	$202,918	0.0%
UHT	—	4.99K	Thoát	$201,824	0.0%
SQQQ ProShares - UltraPro…	—	2.50K	Thoát	$201,547	0.0%
VREX Varex Imaging…	—	18.96K	Thoát	$201,165	0.0%
LI Li Auto Inc.	—	11.02K	Thoát	$196,433	0.0%
VISN Vistance Networks, Inc.	—	10.03K	Thoát	$182,583	0.0%
GRFS Grifols, S.A.	—	21.36K	Thoát	$171,303	0.0%
NRDS NerdWallet, Inc.	—	16.43K	Thoát	$170,533	0.0%
MH	—	12.14K	Thoát	$166,264	0.0%
KW Kennedy-Wilson…	—	14.93K	Thoát	$161,567	0.0%
ETY	—	11.40K	Thoát	$157,235	0.0%
BCX	—	12.77K	Thoát	$153,814	0.0%
ORN	—	12.26K	Thoát	$133,645	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Call	161.60K	$120.68M
SPY	Call	82.70K	$61.76M
AAPL	Put	49.40K	$14.29M
IBM	Call	32.50K	$9.14M
AAPL	Put	20.90K	$6.05M
TSLA	Call	14.30K	$6.01M
NVDA	Put	29.10K	$5.82M
LLY	Call	4.00K	$4.80M
ETN	Put	10.90K	$4.64M
NVDA	Put	21.60K	$4.32M
NFLX	Put	42.00K	$3.00M
DELL	Call	5.90K	$2.55M
CRCL	Call	40.00K	$2.51M
ANET	Call	13.80K	$2.34M
PLTR	Call	20.00K	$2.33M
AVGO	Put	6.00K	$2.27M
META	Put	3.80K	$2.14M
ABBV	Put	8.20K	$2.06M
GE	Put	5.50K	$2.06M
GOOGL	Put	5.50K	$1.97M
MSFT	Call	5.00K	$1.87M
EFA	Call	17.40K	$1.81M
LOW	Put	6.50K	$1.43M
IBM	Call	5.00K	$1.41M
TSLA	Put	3.30K	$1.39M
AAPL	Put	4.70K	$1.36M
SNOW	Call	5.00K	$1.27M
AMZN	Put	5.00K	$1.19M
GEV	Call	1.00K	$1.17M
MSFT	Put	3.10K	$1.16M
RTX	Put	6.00K	$1.14M
MSFT	Put	3.00K	$1.12M
CAT	Put	1.00K	$1.06M
GLW	Call	4.00K	$1.02M
PYPL	Call	21.00K	$906,780
MSFT	Put	2.40K	$895,248
NVO	Put	18.40K	$882,096
UPS	Put	8.00K	$860,000
WMT	Put	7.50K	$849,450
ABT	Put	8.80K	$798,512
PGR	Put	3.00K	$655,350
GE	Put	1.60K	$597,968
SPY	Put	800	$597,416
ASML	Put	300	$596,832
UNH	Put	1.40K	$581,882
RH	Put	5.00K	$535,000
PG	Put	3.60K	$527,904
V	Put	1.50K	$514,635
JPM	Put	1.50K	$490,995
PG	Put	3.20K	$469,248
MSTR	Call	5.00K	$434,650
DELL	Call	1.00K	$431,460
TQQQ	Call	5.00K	$405,000
JNJ	Put	1.50K	$380,955
SPY	Call	500	$373,385
GEV	Put	300	$352,458
SPCX	Put	2.00K	$341,720
ETHA	Call	28.50K	$338,865
WM	Put	1.50K	$334,320
DE	Put	500	$317,165
SNPS	Put	700	$312,249
TSM	Put	600	$286,542
APP	Call	500	$257,615
LDOS	Put	2.50K	$257,425
JNJ	Call	1.00K	$253,970
GOOGL	Call	700	$250,159
FTI	Call	3.00K	$198,900
COST	Put	200	$187,094
APH	Call	1.00K	$176,320
AMD	Call	300	$174,273
ECL	Put	600	$167,166
CLSK	Call	10.00K	$145,500
AAPL	Call	500	$144,680
PWR	Call	200	$144,008
NVDA	Call	700	$140,063
NOW	Call	1.40K	$138,992
CRDO	Call	500	$135,975
TSLA	Call	300	$126,180
ONTO	Call	300	$113,535
CPER	Call	3.00K	$113,190
META	Call	200	$112,658
INTC	Call	800	$111,704
NVMI	Call	200	$108,588
PANW	Call	300	$102,306
GLW	Call	400	$102,172
NVDA	Call	500	$100,045
ENVX	Call	15.00K	$91,050
APO	Call	700	$82,817
AVAV	Put	500	$82,535
LOAR	Put	1.00K	$80,610
CRWV	Call	800	$79,632
CLS	Call	200	$72,960
ARM	Call	200	$70,914
TMDX	Call	1.00K	$66,420
WDC	Call	100	$63,872
WDAY	Put	500	$61,210
MRVL	Call	200	$59,578
UBER	Call	800	$57,728
OXY	Call	1.00K	$48,570
RBRK	Call	500	$40,140

13F báo cáo giá trị danh nghĩa của quyền chọn (số cổ phiếu cơ sở và giá trị thị trường) nhưng không ghi nhận giá thực hiện, ngày đáo hạn hay việc quyền chọn được mua hay bán — không thể suy luận chiều hướng giao dịch. Phương pháp luận

Tuổi vị thế

3140–1 quý

28642–4 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
Corient Private Wealth LP	2314	61.5%	0.8675	So sánh ⇄
Raymond James Financial Inc	2794	55.4%	0.8567	So sánh ⇄
Rockefeller Capital Management L.P.	2850	59.2%	0.8195	So sánh ⇄
Mariner, LLC	2438	59.6%	0.8146	So sánh ⇄
HighTower Advisors, LLC	2388	55.9%	0.8142	So sánh ⇄
Wells Fargo & Company/Mn	3087	52.0%	0.8005	So sánh ⇄
Bank Of America Corp /De/	3030	56.5%	0.7945	So sánh ⇄
Fifth Third Bancorp	2717	59.7%	0.7938	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

Aug 14 2026 13F-HR · kỳ Q2 2026

$82.73B · 8,447 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$70.83B · 7,531 vị thế · Xem hồ sơ SEC gốc ↗

Feb 11 2026 13F-HR · kỳ Q4 2025

$68.62B · 6,772 vị thế · Xem hồ sơ SEC gốc ↗

Oct 22 2025 13F-HR · kỳ Q3 2025

$61.67B · 2,739 vị thế · Xem hồ sơ SEC gốc ↗

Aug 13 2025 13F-HR · kỳ Q2 2025

$56.08B · 2,626 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 Aug 14, 2026 · Phương pháp tính thay đổi

☆ Cerity Partners LLC

Cerity Partners LLC