Rekam jejak manajer

Creative Planning

Overland Park, KS · CIK 1540235 · Pengajuan EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Selisih ⇄

$171.09BNilai 13F yang dilaporkan

7,093Posisi

41.7%Bobot top-10

36.80Kepemilikan efektif

0.9%Est. turnover

+251Baru

−127Keluar

Nilai portofolio 13F yang dilaporkan hanya mencakup posisi long yang dapat dilaporkan di AS — tidak termasuk kas, obligasi, short, atau kepemilikan non-AS. Ini bukan aset yang dikelola (AUM).

Nilai yang dilaporkan per kuartal Q4 2025 → Q2 2026

Eksposur sektor

Layanan Keuangan 77.5% (-1.9pp)

Teknologi 9.7% (+1.6pp)

Industri 2.4% (+0.2pp)

Kesehatan 2.2% (+0.0pp)

Konsumen Siklikal 2.2% (+0.1pp)

Layanan Komunikasi 1.9% (+0.0pp)

Konsumen Defensif 1.2% (-0.1pp)

Energi 1.0% (-0.2pp)

Material Dasar 0.7% (+0.1pp)

Utilitas 0.6% (+0.0pp)

Properti 0.6% (+0.1pp)

Pangsa dari nilai ekuitas biasa yang dilaporkan; (±pp) vs kuartal sebelumnya.

Portofolio · Q2 2026

#	Efek	Bobot	Nilai	Saham	Δ saham		Dipegang
1	IVV iShares Core S&P 500 ETF	10.8%	$18.43B	24.61M	+2.5%	▲ Add	3+
2	BND Vanguard Total Bond Market…	5.6%	$9.59B	130.67M	+7.7%	▲ Add	3+
3	VEA Vanguard FTSE Developed…	4.9%	$8.33B	116.98M	-2.9%	▼ Trim	3+
4	SPDW State Street SPDR Portfolio…	4.3%	$7.28B	144.44M	+7.9%	▲ Add	3+
5	SPMD State Street SPDR Portfolio…	4.0%	$6.84B	101.25M	+4.8%	▲ Add	3+
6	IEMG iShares Core MSCI Emerging…	3.8%	$6.54B	78.94M	+1.7%	▲ Add	3+
7	VV Vanguard Morningstar…	2.4%	$4.14B	12.04M	-1.8%	▼ Trim	3+
8	AAPL Apple Inc.	2.1%	$3.59B	12.41M	+2.3%	▲ Add	3+
9	BSV Vanguard Short-Term Bond ETF	2.0%	$3.42B	43.84M	+17.3%	▲ Add	3+
10	SPYM State Street SPDR Portfolio…	1.8%	$3.11B	35.37M	+5.1%	▲ Add	3+
11	NVDA NVIDIA Corporation	1.7%	$2.94B	14.69M	+8.6%	▲ Add	3+
12	AVUV Avantis U.S. Small Cap…	1.6%	$2.70B	21.60M	+7.0%	▲ Add	3+
13	VO Vanguard Morningstar…	1.5%	$2.64B	32.71M	-1.6% ✂	▼ Trim	3+
14	AVDV Avantis International Small…	1.5%	$2.63B	25.51M	+7.3%	▲ Add	3+
15	SCHX Schwab U.S. Large-Cap ETF	1.4%	$2.40B	81.51M	-0.9%	▼ Trim	3+
16	VCIT Vanguard Intermediate-Term…	1.3%	$2.30B	27.85M	+3.0%	▲ Add	3+
17	DFAS Dimensional - US Small Cap…	1.3%	$2.29B	27.82M	+6.1%	▲ Add	3+
18	XLRE State Street Real Estate…	1.3%	$2.28B	51.79M	+8.0%	▲ Add	3+
19	VTI Vanguard Morningstar Total…	1.3%	$2.25B	6.08M	-0.7%	▼ Trim	3+
20	SPY State Street SPDR S&P 500…	1.3%	$2.21B	2.96M	+0.2%	▲ Add	3+
21	SPSB State Street SPDR Portfolio…	1.0%	$1.69B	56.31M	+6.1%	▲ Add	3+
22	IDEV iShares Core MSCI…	1.0%	$1.67B	18.75M	-1.8%	▼ Trim	3+
23	MUB iShares National Muni Bond…	0.9%	$1.59B	14.80M	+3.0%	▲ Add	3+
24	MSFT Microsoft Corporation	0.9%	$1.55B	4.16M	+7.4%	▲ Add	3+
25	BRK-B Berkshire Hathaway Inc.	0.8%	$1.42B	2.85M	+0.3%	▲ Add	3+
26	VTEB Vanguard Tax-Exempt Bond ETF	0.8%	$1.38B	27.32M	-0.8%	▼ Trim	3+
27	AGG iShares Core U.S. Aggregate…	0.8%	$1.35B	13.63M	-2.8%	▼ Trim	3+
28	SCHF Schwab International Equity…	0.7%	$1.27B	46.03M	-2.4%	▼ Trim	3+
29	VGIT Vanguard Intermediate-Term…	0.7%	$1.24B	21.00M	+9.4%	▲ Add	3+
30	VNQ Vanguard Real Estate ETF	0.7%	$1.18B	12.20M	-2.9%	▼ Trim	3+
31	GOOGL Alphabet Inc.	0.7%	$1.14B	3.20M	+8.5%	▲ Add	3+
32	VOO Vanguard S&P 500 ETF	0.7%	$1.14B	1.66M	+2.3%	▲ Add	3+
33	AMZN Amazon.com, Inc.	0.7%	$1.12B	4.69M	+8.8%	▲ Add	3+
34	SPEM State Street SPDR Portfolio…	0.6%	$1.11B	21.40M	-1.7%	▼ Trim	3+
35	SCHM Schwab U.S. Mid-Cap ETF	0.6%	$1.07B	29.02M	-1.4%	▼ Trim	3+
36	VWO Vanguard FTSE Emerging…	0.6%	$1.06B	17.84M	-2.1%	▼ Trim	3+
37	DFAT Dimensional - US Targeted…	0.5%	$930.03M	13.31M	-1.6%	▼ Trim	3+
38	SCHE Schwab Emerging Markets…	0.4%	$764.60M	21.09M	-3.1%	▼ Trim	3+
39	WT WisdomTree, Inc.	0.4%	$744.46M	12.04M	-1.7%	▼ Trim	3+
40	AVGO Broadcom Inc.	0.4%	$724.28M	1.92M	+6.4%	▲ Add	3+
41	GOOG Alphabet Inc.	0.4%	$682.28M	1.93M	+5.9%	▲ Add	3+
42	VB Vanguard Morningstar…	0.4%	$612.89M	2.02M	-0.7%	▼ Trim	3+
43	VYM Vanguard High Dividend…	0.4%	$606.03M	3.83M	-0.1%	▼ Trim	3+
44	META Meta Platforms, Inc.	0.3%	$576.12M	1.02M	+7.9%	▲ Add	3+
45	QQQ Invesco QQQ Trust, Series 1	0.3%	$540.14M	733.49K	+2.1%	▲ Add	3+
46	LLY Eli Lilly and Company	0.3%	$534.59M	445.71K	+6.0%	▲ Add	3+
47	JPM JPMorgan Chase & Co.	0.3%	$520.88M	1.59M	+3.1%	▲ Add	3+
48	MU Micron Technology, Inc.	0.3%	$519.10M	449.72K	+11.5%	▲ Add	3+
49	AMAT Applied Materials, Inc.	0.3%	$482.79M	667.76K	+5.2%	▲ Add	3+
50	TSLA Tesla, Inc.	0.3%	$475.39M	1.13M	+7.2%	▲ Add	3+
51	SCHH Schwab U.S. REIT ETF	0.3%	$465.47M	19.66M	-3.4%	▼ Trim	3+
52	AMD Advanced Micro Devices, Inc.	0.3%	$447.03M	769.53K	+5.2%	▲ Add	3+
53	CAT Caterpillar Inc.	0.2%	$404.35M	379.70K	+3.8%	▲ Add	3+
54	SPTM State Street SPDR Portfolio…	0.2%	$385.36M	4.24M	+2.9%	▲ Add	3+
55	IJH iShares Core S&P Mid-Cap ETF	0.2%	$376.91M	4.89M	+1.0%	▲ Add	3+
56	JNJ Johnson & Johnson	0.2%	$351.74M	1.38M	+3.3%	▲ Add	3+
57	ITOT iShares Core S&P Total U.S.…	0.2%	$339.02M	2.06M	+0.7%	▲ Add	3+
58	TSM Taiwan Semiconductor…	0.2%	$338.05M	707.85K	+10.9%	▲ Add	3+
59	LRCX Lam Research Corporation	0.2%	$315.76M	728.68K	+2.0%	▲ Add	3+
60	SUB iShares Short-Term National…	0.2%	$314.57M	2.95M	+1.7%	▲ Add	3+
61	SCZ iShares MSCI EAFE Small-Cap…	0.2%	$312.52M	3.80M	-3.2%	▼ Trim	3+
62	XONA.DE Exxon Mobil Corporation	0.2%	$312.20M	2.28M	+2.2%	▲ Add	3+
63	V Visa Inc.	0.2%	$306.66M	893.82K	+10.1%	▲ Add	3+
64	VONV Vanguard Russell 1000 Value…	0.2%	$294.28M	2.77M	-7.4%	▼ Trim	3+
65	WMT Walmart Inc.	0.2%	$288.39M	2.55M	-0.2%	▼ Trim	3+
66	COST Costco Wholesale Corporation	0.2%	$286.99M	306.79K	+1.8%	▲ Add	3+
67	ABBV AbbVie Inc.	0.2%	$283.41M	1.13M	+2.1%	▲ Add	3+
68	VIG Vanguard Dividend…	0.2%	$283.03M	1.20M	-0.7%	▼ Trim	3+
69	DFUS Dimensional U.S. Equity ETF	0.2%	$272.13M	3.32M	-1.1%	▼ Trim	3+
70	VXF Vanguard Extended Market ETF	0.2%	$271.41M	1.10M	-3.1%	▼ Trim	3+
71	DFUV Dimensional - US Marketwide…	0.2%	$267.64M	4.87M	-1.8%	▼ Trim	3+
72	IWB iShares Russell 1000 ETF	0.2%	$266.67M	651.22K	+1.4%	▲ Add	3+
73	IEFA iShares Core MSCI EAFE ETF	0.2%	$262.42M	2.72M	-1.3%	▼ Trim	3+
74	VONG Vanguard Russell 1000…	0.1%	$256.96M	2.01M	-6.5%	▼ Trim	3+
75	SPIB State Street SPDR Portfolio…	0.1%	$256.77M	7.67M	-3.8%	▼ Trim	3+
76	PG The Procter & Gamble Company	0.1%	$246.79M	1.68M	-0.7%	▼ Trim	3+
77	CSCO Cisco Systems, Inc.	0.1%	$237.23M	2.02M	+5.9%	▲ Add	3+
78	IWF iShares Russell 1000 Growth…	0.1%	$232.08M	1.87M	-0.9% ✂	▼ Trim	3+
79	HD The Home Depot, Inc.	0.1%	$230.39M	653.26K	+5.2%	▲ Add	3+
80	BAC Bank of America Corporation	0.1%	$220.33M	3.87M	+5.6%	▲ Add	3+
81	INTC Intel Corp.	0.1%	$215.24M	1.54M	+6.5%	▲ Add	3+
82	SCHA Schwab U.S. Small-Cap ETF	0.1%	$212.22M	5.87M	-2.0%	▼ Trim	3+
83	EFA iShares MSCI EAFE ETF	0.1%	$211.88M	2.04M	-2.3%	▼ Trim	3+
84	VTV Vanguard Morningstar Value…	0.1%	$203.84M	935.35K	+3.6%	▲ Add	3+
85	DOL WISDOMTREE TR	0.1%	$199.90M	2.69M	-0.3%	▼ Trim	3+
86	KO The Coca-Cola Company	0.1%	$194.96M	2.40M	+3.3%	▲ Add	3+
87	VUG Vanguard Morningstar Growth…	0.1%	$193.93M	2.25M	+4.0% ✂	▲ Add	3+
88	ESGV Vanguard ESG U.S. Stock ETF	0.1%	$193.77M	1.47M	+0.5%	▲ Add	3+
89	IJR iShares Core S&P Small-Cap…	0.1%	$185.66M	1.25M	-0.4%	▼ Trim	3+
90	DFIV Dimensional - International…	0.1%	$182.64M	3.38M	-1.0%	▼ Trim	3+
91	MRK Merck & Co., Inc.	0.1%	$174.09M	1.35M	+3.5%	▲ Add	3+
92	KLAC KLA Corporation	0.1%	$173.07M	573.64K	+1.9% ✂	▲ Add	3+
93	IWM iShares Russell 2000 ETF	0.1%	$168.83M	561.92K	-1.6%	▼ Trim	3+
94	MDY State Street SPDR S&P…	0.1%	$166.12M	236.18K	-5.0%	▼ Trim	3+
95	ORCL Oracle Corporation	0.1%	$165.06M	1.13M	+5.6%	▲ Add	3+
96	BRK-A Berkshire Hathaway Inc.	0.1%	$163.19M	218	-3.1%	▼ Trim	3+
97	SPSM State Street SPDR Portfolio…	0.1%	$160.10M	2.78M	-0.9%	▼ Trim	3+
98	VGT Vanguard Information…	0.1%	$159.01M	1.33M	+4.1% ✂	▲ Add	3+
99	CVX Chevron Corporation	0.1%	$158.23M	954.60K	+6.0%	▲ Add	3+
100	IBM International Business…	0.1%	$153.29M	545.12K	+9.5%	▲ Add	3+
101	MA Mastercard Incorporated	0.1%	$152.48M	296.88K	+5.2%	▲ Add	3+
102	ANET Arista Networks, Inc.	0.1%	$151.44M	891.45K	+7.7%	▲ Add	3+
103	GS The Goldman Sachs Group…	0.1%	$150.77M	149.07K	+8.0%	▲ Add	3+
104	SCHD Schwab U.S. Dividend Equity…	0.1%	$150.24M	4.74M	+7.7%	▲ Add	3+
105	UNH UnitedHealth Group…	0.1%	$145.39M	349.81K	+14.1%	▲ Add	3+
106	VGK Vanguard FTSE Europe ETF	0.1%	$140.39M	1.59M	+7.8%	▲ Add	3+
107	SCHK Schwab 1000 Index ETF	0.1%	$138.94M	3.85M	-1.2%	▼ Trim	3+
108	SCHC Schwab International…	0.1%	$136.15M	2.83M	-3.7%	▼ Trim	3+
109	CRWD CrowdStrike Holdings, Inc.	0.1%	$135.57M	177.65K	-5.7%	▼ Trim	3+
110	SNDK Sandisk Corporation	0.1%	$135.55M	59.62K	+78.7%	▲ Add	3+
111	IEI iShares 3-7 Year Treasury…	0.1%	$134.82M	1.15M	-2.5%	▼ Trim	3+
112	GE GE Aerospace	0.1%	$134.81M	360.73K	+7.4%	▲ Add	3+
113	REET iShares Global REIT ETF	0.1%	$132.58M	4.80M	-6.2%	▼ Trim	3+
114	VSGX Vanguard ESG International…	0.1%	$131.64M	1.60M	+1.6%	▲ Add	3+
115	RTX RTX Corporation	0.1%	$131.12M	691.09K	+7.2%	▲ Add	3+
116	GEV GE Vernova Inc.	0.1%	$130.82M	111.35K	+7.8%	▲ Add	3+
117	PANW Palo Alto Networks, Inc.	0.1%	$129.30M	379.16K	-6.1%	▼ Trim	3+
118	BIL State Street SPDR Bloomberg…	0.1%	$127.29M	1.39M	-1.6%	▼ Trim	3+
119	EWX SPDR INDEX SHS FDS	0.1%	$126.40M	1.70M	-3.4%	▼ Trim	3+
120	VEU Vanguard FTSE All-World…	0.1%	$125.45M	1.50M	+1.8%	▲ Add	3+
121	IWD iShares Russell 1000 Value…	0.1%	$123.42M	509.09K	-5.2%	▼ Trim	3+
122	DFAC Dimensional - US Core…	0.1%	$122.44M	2.76M	0.0%	▲ Add	3+
123	VSS Vanguard FTSE All-World…	0.1%	$120.95M	783.93K	+6.6%	▲ Add	3+
124	NFLX Netflix, Inc.	0.1%	$120.24M	1.68M	-0.2%	▼ Trim	3+
125	AVUS Avantis U.S. Equity ETF	0.1%	$120.16M	938.15K	-3.2%	▼ Trim	3+
126	WFC Wells Fargo & Company	0.1%	$119.40M	1.44M	+9.4%	▲ Add	3+
127	ASML ASML Holding N.V.	0.1%	$118.96M	59.80K	+15.3%	▲ Add	3+
128	ABT Abbott Laboratories	0.1%	$118.65M	1.31M	+13.6%	▲ Add	3+
129	WDC Western Digital Corporation	0.1%	$117.59M	184.09K	+39.8%	▲ Add	3+
130	APH Amphenol Corporation	0.1%	$117.11M	664.22K	+3.6%	▲ Add	3+
131	AMLP Alerian MLP ETF	0.1%	$115.40M	2.23M	-1.0%	▼ Trim	3+
132	UNP Union Pacific Corporation	0.1%	$115.22M	423.62K	+3.2%	▲ Add	3+
133	PM Philip Morris International…	0.1%	$112.86M	623.82K	+9.3%	▲ Add	3+
134	PEP PepsiCo, Inc.	0.1%	$112.06M	827.63K	-6.6%	▼ Trim	3+
135	MCD McDonald's Corporation	0.1%	$112.01M	414.36K	-7.1%	▼ Trim	3+
136	XLK State Street Technology…	0.1%	$111.10M	583.12K	+6.0%	▲ Add	3+
137	ESGE iShares ESG Aware MSCI EM…	0.1%	$110.80M	2.03M	+0.6%	▲ Add	3+
138	IAGG iShares Core International…	0.1%	$110.40M	2.18M	-8.2%	▼ Trim	3+
139	VCSH Vanguard Short-Term…	0.1%	$110.25M	1.40M	+5.3%	▲ Add	3+
140	SCHG Schwab U.S. Large-Cap…	0.1%	$109.98M	3.25M	-1.1%	▼ Trim	3+
141	MS Morgan Stanley	0.1%	$109.26M	522.70K	+8.8%	▲ Add	3+
142	SPHY State Street SPDR Portfolio…	0.1%	$107.68M	4.59M	-3.1%	▼ Trim	3+
143	BIV Vanguard Intermediate-Term…	0.1%	$105.18M	1.37M	+21.5%	▲ Add	3+
144	ETN Eaton Corporation plc	0.1%	$104.87M	246.12K	+0.3%	▲ Add	3+
145	IWR iShares Russell Mid-Cap ETF	0.1%	$103.32M	936.52K	-2.2%	▼ Trim	3+
146	VWOB Vanguard Emerging Markets…	0.1%	$100.98M	1.50M	-14.1%	▼ Trim	3+
147	QCOM QUALCOMM Incorporated	0.1%	$99.74M	539.73K	+5.9%	▲ Add	3+
148	SPYG State Street SPDR Portfolio…	0.1%	$96.07M	807.40K	+10.9%	▲ Add	3+
149	SCHB Schwab U.S. Broad Market ETF	0.1%	$95.58M	3.30M	+3.2%	▲ Add	3+
150	LMT Lockheed Martin Corporation	0.1%	$95.42M	187.30K	+10.6%	▲ Add	3+
151	MLPA Global X - MLP ETF	0.1%	$94.23M	1.78M	-3.3%	▼ Trim	3+
152	AXP American Express Company	0.1%	$94.15M	278.36K	+15.4%	▲ Add	3+
153	AMGN Amgen Inc.	0.1%	$93.49M	258.17K	+4.6%	▲ Add	3+
154	BA The Boeing Company	0.1%	$93.01M	429.69K	+9.7%	▲ Add	3+
155	IVW iShares S&P 500 Growth ETF	0.1%	$92.37M	671.65K	-0.2%	▼ Trim	3+
156	VOE Vanguard Morningstar…	0.1%	$91.93M	465.24K	+7.3%	▲ Add	3+
157	NEE NextEra Energy, Inc.	0.1%	$91.81M	1.05M	-0.2%	▼ Trim	3+
158	TXN Texas Instruments…	0.1%	$91.15M	305.82K	+11.2%	▲ Add	3+
159	GLW Corning Inc	0.1%	$90.31M	353.55K	+7.6%	▲ Add	3+
160	ASX ASE Technology Holding Co.…	0.1%	$90.19M	2.00M	+5.4%	▲ Add	3+
161	ESML iShares ESG Aware MSCI USA…	0.1%	$88.93M	1.59M	+1.4%	▲ Add	3+
162	AVEM Avantis Emerging Markets…	0.1%	$86.04M	891.69K	-3.0%	▼ Trim	3+
163	NVS Novartis AG	0.1%	$85.67M	546.66K	+3.4%	▲ Add	3+
164	VXUS Vanguard Total…	0.1%	$84.97M	993.94K	+4.9%	▲ Add	3+
165	DFSV Dimensional - US Small Cap…	0.1%	$84.85M	2.19M	-1.1%	▼ Trim	3+
166	DFIS Dimensional - International…	0.0%	$84.45M	2.41M	-0.7%	▼ Trim	3+
167	DELL Dell Technologies Inc.	0.0%	$83.89M	194.43K	-14.3%	▼ Trim	3+
168	TJX The TJX Companies, Inc.	0.0%	$83.41M	550.54K	-0.3%	▼ Trim	3+
169	VBR Vanguard Morningstar…	0.0%	$83.08M	341.90K	+8.5%	▲ Add	3+
170	EMXC iShares MSCI Emerging…	0.0%	$81.41M	795.83K	-1.2%	▼ Trim	3+
171	PLTR Palantir Technologies Inc.	0.0%	$81.39M	697.63K	-2.3%	▼ Trim	3+
172	GLD SPDR Gold Shares	0.0%	$81.26M	220.59K	+1.3%	▲ Add	3+
173	DIS The Walt Disney Company	0.0%	$78.06M	811.06K	+17.8%	▲ Add	3+
174	LQD iShares iBoxx $ Investment…	0.0%	$75.63M	693.38K	+28.1%	▲ Add	3+
175	VGSH Vanguard Short-Term…	0.0%	$74.50M	1.28M	-6.1%	▼ Trim	3+
176	IGOV ISHARES TR	0.0%	$74.10M	1.81M	+18.1%	▲ Add	3+
177	CB Chubb Limited	0.0%	$73.37M	215.33K	+3.6%	▲ Add	3+
178	MRVL Marvell Technology, Inc.	0.0%	$71.86M	241.25K	-1.1%	▼ Trim	3+
179	STX Seagate Technology Holdings…	0.0%	$71.76M	74.36K	+18.5%	▲ Add	3+
180	VYMI Vanguard International High…	0.0%	$70.82M	721.22K	+2.4%	▲ Add	3+
181	ADI Analog Devices, Inc.	0.0%	$70.36M	177.15K	+6.3%	▲ Add	3+
182	TMO Thermo Fisher Scientific…	0.0%	$68.92M	137.47K	+6.3%	▲ Add	3+
183	SCHW The Charles Schwab…	0.0%	$68.89M	746.57K	+0.9%	▲ Add	3+
184	PLD Prologis, Inc.	0.0%	$68.52M	505.80K	+9.0%	▲ Add	3+
185	FIX Comfort Systems USA, Inc.	0.0%	$68.35M	34.49K	+6.6%	▲ Add	3+
186	FNDX Schwab Fundamental U.S.…	0.0%	$67.76M	2.18M	+0.5%	▲ Add	3+
187	IWO iShares Russell 2000 Growth…	0.0%	$67.32M	170.88K	-2.6%	▼ Trim	3+
188	FTNT Fortinet, Inc.	0.0%	$67.16M	437.20K	+9.2%	▲ Add	3+
189	DE Deere & Company	0.0%	$66.78M	105.28K	+1.2%	▲ Add	3+
190	UMC United Microelectronics…	0.0%	$66.68M	2.45M	+3.6%	▲ Add	3+
191	LIN Linde plc	0.0%	$65.81M	126.81K	+17.7%	▲ Add	3+
192	RY Royal Bank of Canada	0.0%	$65.47M	316.35K	+6.9%	▲ Add	3+
193	CMI Cummins Inc.	0.0%	$65.43M	91.74K	+8.3%	▲ Add	3+
194	VT Vanguard Total World Stock…	0.0%	$65.32M	416.21K	+10.4%	▲ Add	3+
195	VZ Verizon Communications Inc.	0.0%	$64.68M	1.53M	+9.4%	▲ Add	3+
196	TCAF T. Rowe Price Capital…	0.0%	$64.59M	1.57M	-3.1%	▼ Trim	3+
197	SDY State Street SPDR S&P…	0.0%	$64.52M	423.95K	-3.5%	▼ Trim	3+
198	SCHV Schwab U.S. Large-Cap Value…	0.0%	$63.93M	1.84M	-4.3%	▼ Trim	3+
199	MO Altria Group, Inc.	0.0%	$63.83M	887.10K	+6.7%	▲ Add	3+
200	VRTX Vertex Pharmaceuticals…	0.0%	$63.42M	127.67K	+16.6%	▲ Add	3+
201	DUK Duke Energy Corporation	0.0%	$63.06M	498.22K	+12.2%	▲ Add	3+
202	MAR Marriott International, Inc.	0.0%	$62.23M	167.93K	-4.2%	▼ Trim	3+
203	AEP American Electric Power…	0.0%	$62.02M	453.34K	+13.3%	▲ Add	3+
204	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$61.48M	597.95K	+0.4%	▲ Add	3+
205	RSP Invesco S&P 500 Equal…	0.0%	$61.46M	288.85K	+3.6%	▲ Add	3+
206	BE Bloom Energy Corporation	0.0%	$61.46M	203.03K	+18.5%	▲ Add	3+
207	AVDE Avantis International…	0.0%	$61.25M	686.68K	+11.2%	▲ Add	3+
208	VRT Vertiv Holdings Co	0.0%	$60.86M	181.77K	+6.9%	▲ Add	3+
209	IWP iShares Russell Mid-Cap…	0.0%	$60.82M	415.40K	-1.9%	▼ Trim	3+
210	SNOW Snowflake Inc.	0.0%	$60.28M	236.84K	-0.2%	▼ Trim	3+
211	SO The Southern Company	0.0%	$59.85M	625.31K	+6.1%	▲ Add	3+
212	IAU iShares Gold Trust	0.0%	$59.84M	792.47K	-3.5%	▼ Trim	3+
213	SBUX Starbucks Corporation	0.0%	$59.19M	579.19K	+14.0%	▲ Add	3+
214	DIA State Street SPDR Dow Jones…	0.0%	$58.84M	112.63K	+2.2%	▲ Add	3+
215	DOV Dover Corporation	0.0%	$57.89M	258.12K	-1.8%	▼ Trim	3+
216	MCK McKesson Corporation	0.0%	$57.62M	76.26K	-3.5%	▼ Trim	3+
217	MGK Vanguard Morningstar Mega…	0.0%	$57.39M	652.78K	-3.0% ✂	▼ Trim	3+
218	DFAE Dimensional - Emerging Core…	0.0%	$56.60M	1.41M	-2.3%	▼ Trim	3+
219	PSX Phillips 66	0.0%	$56.54M	334.46K	+8.9%	▲ Add	3+
220	ISRG Intuitive Surgical, Inc.	0.0%	$54.69M	137.51K	+9.4%	▲ Add	3+
221	LOW Lowe's Companies, Inc.	0.0%	$54.36M	246.53K	-10.6%	▼ Trim	3+
222	COF Capital One Financial…	0.0%	$54.35M	270.92K	+19.5%	▲ Add	3+
223	SHOP Shopify Inc.	0.0%	$53.65M	469.83K	+6.7%	▲ Add	3+
224	C Citigroup Inc.	0.0%	$53.60M	382.94K	+3.7%	▲ Add	3+
225	SNPS Synopsys, Inc.	0.0%	$53.13M	119.10K	+66.3%	▲ Add	3+
226	ACN Accenture plc	0.0%	$53.10M	426.70K	+49.0%	▲ Add	3+
227	NOC Northrop Grumman Corporation	0.0%	$52.91M	103.89K	+37.3%	▲ Add	3+
228	CRM Salesforce, Inc.	0.0%	$52.74M	336.62K	-12.5%	▼ Trim	3+
229	WELL Welltower Inc.	0.0%	$52.47M	231.20K	+5.0%	▲ Add	3+
230	GILD Gilead Sciences, Inc.	0.0%	$52.35M	414.37K	+1.2%	▲ Add	3+
231	RIO Rio Tinto Group	0.0%	$52.05M	548.28K	+8.5%	▲ Add	3+
232	TT Trane Technologies plc	0.0%	$52.00M	105.87K	+7.4%	▲ Add	3+
233	ESGU iShares ESG Aware MSCI USA…	0.0%	$51.98M	317.60K	+1.3%	▲ Add	3+
234	PH Parker-Hannifin Corporation	0.0%	$51.77M	52.93K	+14.2%	▲ Add	3+
235	BX Blackstone Inc.	0.0%	$51.40M	436.81K	+8.7%	▲ Add	3+
236	VBK Vanguard Morningstar…	0.0%	$51.34M	140.39K	+13.2%	▲ Add	3+
237	BMY Bristol-Myers Squibb Company	0.0%	$51.11M	887.03K	-4.4%	▼ Trim	3+
238	SGOV iShares 0-3 Month Treasury…	0.0%	$50.80M	504.66K	+40.9%	▲ Add	3+
239	TGT Target Corporation	0.0%	$50.62M	387.56K	+4.5%	▲ Add	3+
240	VOT Vanguard Morningstar…	0.0%	$50.46M	164.75K	+16.2%	▲ Add	3+
241	TRV The Travelers Companies…	0.0%	$50.44M	152.78K	+8.0%	▲ Add	3+
242	USB U.S. Bancorp	0.0%	$50.42M	834.71K	+6.6%	▲ Add	3+
243	DVY iShares Select Dividend ETF	0.0%	$49.77M	318.44K	+0.3%	▲ Add	3+
244	NOW ServiceNow, Inc.	0.0%	$49.67M	500.30K	-5.5%	▼ Trim	3+
245	PFE Pfizer Inc.	0.0%	$49.56M	2.06M	-3.0%	▼ Trim	3+
246	EEM iShares MSCI Emerging…	0.0%	$49.13M	718.20K	-2.7%	▼ Trim	3+
247	QUAL iShares MSCI USA Quality…	0.0%	$48.38M	220.48K	+62.6%	▲ Add	3+
248	DAL Delta Air Lines, Inc.	0.0%	$48.12M	513.82K	+15.3%	▲ Add	3+
249	T AT&T Inc.	0.0%	$48.02M	2.32M	+0.9%	▲ Add	3+
250	TROW T. Rowe Price Group, Inc.	0.0%	$47.81M	420.49K	+329.6%	▲ Add	3+
251	AVSC Avantis U.S. Small Cap…	0.0%	$47.41M	646.48K	-0.5%	▼ Trim	3+
252	EVRG Evergy, Inc.	0.0%	$46.38M	536.62K	+42.9%	▲ Add	3+
253	ZS Zscaler, Inc.	0.0%	$45.86M	324.92K	+102.4%	▲ Add	3+
254	ORLY O'Reilly Automotive, Inc.	0.0%	$45.86M	497.99K	+8.6%	▲ Add	3+
255	SPGI S&P Global Inc.	0.0%	$45.62M	112.02K	-3.8%	▼ Trim	3+
256	CMCSA Comcast Corporation	0.0%	$45.01M	1.83M	-5.9%	▼ Trim	3+
257	SPYV State Street SPDR Portfolio…	0.0%	$44.95M	739.44K	+6.3%	▲ Add	3+
258	DLR Digital Realty Trust, Inc.	0.0%	$44.90M	250.05K	+1.0%	▲ Add	3+
259	MPC Marathon Petroleum…	0.0%	$44.19M	172.83K	-3.9%	▼ Trim	3+
260	FDX FedEx Corporation	0.0%	$44.18M	141.10K	-15.7% ✂	▼ Trim	3+
261	GEL Genesis Energy, L.P.	0.0%	$44.00M	3.11M	0.0%	▼ Trim	3+
262	AZN AstraZeneca PLC	0.0%	$43.79M	230.95K	-1.0%	▼ Trim	3+
263	SYK Stryker Corporation	0.0%	$43.00M	136.57K	+12.7%	▲ Add	3+
264	BHP BHP Group Limited	0.0%	$42.91M	515.03K	+20.3%	▲ Add	3+
265	XEL Xcel Energy Inc.	0.0%	$42.91M	534.31K	+21.1%	▲ Add	3+
266	ED Consolidated Edison, Inc.	0.0%	$42.78M	386.65K	+41.8%	▲ Add	3+
267	COP ConocoPhillips	0.0%	$42.75M	411.20K	+2.1%	▲ Add	3+
268	FLV AMERICAN CENTY ETF TR	0.0%	$42.57M	523.56K	-0.6%	▼ Trim	3+
269	IVE iShares S&P 500 Value ETF	0.0%	$42.39M	186.71K	+1.5%	▲ Add	3+
270	GD General Dynamics Corporation	0.0%	$42.14M	118.95K	+2.9%	▲ Add	3+
271	APP AppLovin Corporation	0.0%	$41.83M	81.18K	+3.2%	▲ Add	3+
272	EMR Emerson Electric Co.	0.0%	$41.69M	291.20K	+3.3%	▲ Add	3+
273	ADP Automatic Data Processing…	0.0%	$41.48M	185.21K	+54.5%	▲ Add	3+
274	CSX CSX Corporation	0.0%	$41.06M	863.85K	+3.9%	▲ Add	3+
275	CL Colgate-Palmolive Company	0.0%	$40.77M	444.67K	+14.4%	▲ Add	3+
276	SHEL Shell plc	0.0%	$40.50M	522.27K	+14.6%	▲ Add	3+
277	EW Edwards Lifesciences…	0.0%	$40.17M	444.05K	+1.8%	▲ Add	3+
278	CARR Carrier Global Corporation	0.0%	$39.78M	542.32K	+10.0%	▲ Add	3+
279	PWR Quanta Services, Inc.	0.0%	$39.09M	54.28K	+8.3%	▲ Add	3+
280	WM Waste Management, Inc.	0.0%	$38.64M	173.35K	-8.7%	▼ Trim	3+
281	CACI CACI International Inc	0.0%	$38.42M	82.93K	-3.4%	▼ Trim	3+
282	IYW iShares U.S. Technology ETF	0.0%	$38.41M	152.26K	-0.2%	▼ Trim	3+
283	HON Honeywell International Inc.	0.0%	$38.35M	171.26K	+3.4% ✂	▲ Add	3+
284	UPS United Parcel Service, Inc.	0.0%	$38.26M	355.91K	+4.8%	▲ Add	3+
285	VNQI Vanguard Global ex-U.S.…	0.0%	$38.03M	847.96K	+10.7%	▲ Add	3+
286	DHR Danaher Corporation	0.0%	$37.83M	198.58K	+5.5%	▲ Add	3+
287	ROST Ross Stores, Inc.	0.0%	$37.76M	177.41K	+20.4%	▲ Add	3+
288	BKNG Booking Holdings Inc.	0.0%	$37.74M	211.76K	-28.9% ✂	▼ Trim	3+
289	BN Brookfield Corporation	0.0%	$37.73M	885.99K	+11.5%	▲ Add	3+
290	FCX Freeport-McMoRan Inc.	0.0%	$37.73M	600.01K	+27.3%	▲ Add	3+
291	TD The Toronto-Dominion Bank	0.0%	$37.67M	310.24K	+17.3%	▲ Add	3+
292	HONA Honeywell Aerospace Inc	0.0%	$37.56M	169.88K	Baru	New	1
293	MMM 3M Company	0.0%	$37.42M	231.10K	+2.7%	▲ Add	3+
294	EOG EOG Resources, Inc.	0.0%	$37.16M	286.43K	+56.3%	▲ Add	3+
295	SONY Sony Group Corporation	0.0%	$36.82M	1.84M	-2.0%	▼ Trim	3+
296	FLEX Flex Ltd.	0.0%	$36.77M	226.91K	+10.3%	▲ Add	3+
297	DFAU Dimensional - US Core…	0.0%	$36.46M	705.30K	-0.5%	▼ Trim	3+
298	VLO Valero Energy Corporation	0.0%	$36.29M	139.35K	+16.4%	▲ Add	3+
299	SKM SK Telecom Co.,Ltd	0.0%	$36.22M	1.13M	+10.7%	▲ Add	3+
300	GLDM SPDR Gold MiniShares Trust	0.0%	$36.22M	456.00K	-16.6%	▼ Trim	3+
301	SAN Banco Santander, S.A.	0.0%	$35.83M	2.60M	+13.6%	▲ Add	3+
302	MDT Medtronic plc	0.0%	$35.79M	457.50K	+35.7%	▲ Add	3+
303	AFL Aflac Incorporated	0.0%	$35.76M	305.00K	+17.2%	▲ Add	3+
304	SLYV State Street SPDR S&P 600…	0.0%	$35.39M	324.36K	-8.6%	▼ Trim	3+
305	DISV Dimensional - International…	0.0%	$35.23M	877.95K	-0.4%	▼ Trim	3+
306	CRDO Credo Technology Group…	0.0%	$35.15M	129.25K	+30.7%	▲ Add	3+
307	TMUS T-Mobile US, Inc.	0.0%	$35.14M	209.49K	+27.5%	▲ Add	3+
308	O Realty Income Corporation	0.0%	$34.98M	564.62K	+8.4%	▲ Add	3+
309	TER Teradyne, Inc.	0.0%	$34.93M	72.20K	+21.8%	▲ Add	3+
310	DVYE ISHARES INC	0.0%	$34.69M	1.08M	+2.3%	▲ Add	3+
311	SCHP Schwab US TIPS ETF	0.0%	$34.46M	1.30M	-14.6%	▼ Trim	3+
312	CVS CVS Health Corp.	0.0%	$34.36M	332.11K	+25.3%	▲ Add	3+
313	PNC The PNC Financial Services…	0.0%	$34.31M	139.37K	+12.4%	▲ Add	3+
314	LHX L3Harris Technologies, Inc.	0.0%	$34.29M	117.98K	+47.6%	▲ Add	3+
315	CDNS Cadence Design Systems, Inc.	0.0%	$34.06M	90.76K	+17.8%	▲ Add	3+
316	PGR The Progressive Corporation	0.0%	$33.79M	154.70K	+14.6%	▲ Add	3+
317	UAL United Airlines Holdings…	0.0%	$33.63M	247.28K	+18.8%	▲ Add	3+
318	FBND Fidelity Total Bond ETF	0.0%	$33.60M	738.72K	-4.8%	▼ Trim	3+
319	MINT PIMCO Enhanced Short…	0.0%	$33.59M	333.19K	+30.0%	▲ Add	3+
320	D Dominion Energy, Inc.	0.0%	$33.49M	490.36K	+9.4%	▲ Add	3+
321	JCI Johnson Controls…	0.0%	$33.30M	227.92K	+14.2%	▲ Add	3+
322	WMB The Williams Companies, Inc.	0.0%	$33.07M	444.85K	+2.9%	▲ Add	3+
323	CTVA Corteva, Inc.	0.0%	$32.90M	388.43K	+15.0%	▲ Add	3+
324	NKE NIKE, Inc.	0.0%	$32.76M	798.15K	+16.5%	▲ Add	3+
325	EFAV iShares MSCI EAFE Min Vol…	0.0%	$32.74M	373.29K	-6.9%	▼ Trim	3+
326	ONEY SPDR SERIES TRUST	0.0%	$32.66M	254.98K	+5.0%	▲ Add	3+
327	EPD Enterprise Products…	0.0%	$32.63M	887.52K	-7.8%	▼ Trim	3+
328	QQQM Invesco NASDAQ 100 ETF	0.0%	$32.59M	107.58K	+8.9%	▲ Add	3+
329	CGBD CARLYLE SECURED LENDING INC	0.0%	$32.51M	3.09M	-4.5%	▼ Trim	3+
330	WST West Pharmaceutical…	0.0%	$32.50M	90.52K	+8.6%	▲ Add	3+
331	ALL The Allstate Corporation	0.0%	$32.48M	136.52K	+15.6%	▲ Add	3+
332	OKE ONEOK, Inc.	0.0%	$32.40M	372.73K	+7.3%	▲ Add	3+
333	KEYS Keysight Technologies, Inc.	0.0%	$32.14M	91.81K	+19.2%	▲ Add	3+
334	BLK BlackRock, Inc.	0.0%	$32.08M	33.37K	+13.0%	▲ Add	3+
335	SPAB State Street SPDR Portfolio…	0.0%	$31.94M	1.25M	-1.2%	▼ Trim	3+
336	USMV iShares MSCI USA Min Vol…	0.0%	$31.77M	329.37K	+0.6%	▲ Add	3+
337	PAYX Paychex, Inc.	0.0%	$31.64M	321.74K	+44.3%	▲ Add	3+
338	ODFL Old Dominion Freight Line…	0.0%	$31.63M	146.02K	+14.8%	▲ Add	3+
339	SUSC iShares ESG Aware USD…	0.0%	$31.62M	1.37M	+4.3%	▲ Add	3+
340	DGRO iShares Core Dividend…	0.0%	$31.60M	416.88K	+3.1%	▲ Add	3+
341	FNDF Schwab Fundamental…	0.0%	$31.50M	597.10K	+2.3%	▲ Add	3+
342	NET Cloudflare, Inc.	0.0%	$31.46M	128.24K	+37.5%	▲ Add	3+
343	KB KB Financial Group Inc.	0.0%	$31.37M	298.91K	+62.4%	▲ Add	3+
344	NUE Nucor Corporation	0.0%	$31.30M	140.50K	+2.0%	▲ Add	3+
345	HWM Howmet Aerospace Inc.	0.0%	$31.15M	115.85K	+7.1%	▲ Add	3+
346	NVO Novo Nordisk A/S	0.0%	$30.97M	646.11K	+43.2%	▲ Add	3+
347	ABNB Airbnb, Inc.	0.0%	$30.94M	216.19K	+17.9%	▲ Add	3+
348	MUFG Mitsubishi UFJ Financial…	0.0%	$30.81M	1.55M	+17.7%	▲ Add	3+
349	EXC Exelon Corporation	0.0%	$30.60M	656.47K	+41.7%	▲ Add	3+
350	TDIV First Trust NASDAQ…	0.0%	$30.56M	266.00K	-1.5%	▼ Trim	3+
351	BXSL Blackstone Secured Lending…	0.0%	$30.56M	1.29M	-5.3%	▼ Trim	3+
352	HCA HCA Healthcare, Inc.	0.0%	$30.45M	78.11K	-9.8%	▼ Trim	3+
353	AEE Ameren Corporation	0.0%	$30.44M	269.32K	+43.7%	▲ Add	3+
354	CFG Citizens Financial Group…	0.0%	$30.43M	434.30K	+7.5%	▲ Add	3+
355	UBER Uber Technologies, Inc.	0.0%	$30.37M	420.86K	-11.2%	▼ Trim	3+
356	BNY Bank of New York Mellon Corp	0.0%	$30.05M	207.81K	+4.5%	▲ Add	3+
357	CI Cigna Corporation	0.0%	$30.05M	108.99K	+13.9%	▲ Add	3+
358	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$30.03M	210.93K	-2.5%	▼ Trim	3+
359	BIIB Biogen Inc.	0.0%	$29.95M	138.61K	+18.2%	▲ Add	3+
360	SYY Sysco Corporation	0.0%	$29.90M	357.73K	+25.5%	▲ Add	3+
361	HSBC HSBC Holdings plc	0.0%	$29.86M	313.99K	-0.8%	▼ Trim	3+
362	WF Woori Financial Group Inc.	0.0%	$29.81M	519.25K	+32.9%	▲ Add	3+
363	SHG Shinhan Financial Group…	0.0%	$29.80M	471.07K	+56.3%	▲ Add	3+
364	MAA Mid-America Apartment…	0.0%	$29.66M	213.45K	+172.0%	▲ Add	3+
365	ADBE Adobe Inc.	0.0%	$29.63M	144.52K	-5.0%	▼ Trim	3+
366	SMH VanEck Semiconductor ETF	0.0%	$29.59M	45.12K	-0.5%	▼ Trim	3+
367	CNC Centene Corp.	0.0%	$29.55M	460.33K	+1.8%	▲ Add	3+
368	MDLZ Mondelez International, Inc.	0.0%	$29.55M	510.81K	+20.2%	▲ Add	3+
369	GWW W.W. Grainger, Inc.	0.0%	$29.07M	21.37K	+13.2%	▲ Add	3+
370	PCG PG&E Corporation	0.0%	$28.92M	1.72M	+31.3%	▲ Add	3+
371	NNN NNN REIT, Inc.	0.0%	$28.80M	618.87K	+36.8%	▲ Add	3+
372	AMT American Tower Corporation	0.0%	$28.79M	176.00K	+12.7%	▲ Add	3+
373	XLI State Street Industrial…	0.0%	$28.49M	153.80K	+0.2%	▲ Add	3+
374	EIX Edison International	0.0%	$28.34M	380.69K	+8.8%	▲ Add	3+
375	DFAI Dimensional - International…	0.0%	$28.33M	686.79K	-1.5%	▼ Trim	3+
376	ITW Illinois Tool Works Inc.	0.0%	$28.29M	104.59K	+8.8%	▲ Add	3+
377	CRS Carpenter Technology…	0.0%	$28.16M	45.66K	+50.6%	▲ Add	3+
378	STRL Sterling Infrastructure…	0.0%	$27.96M	33.31K	+16.6%	▲ Add	3+
379	LNT Alliant Energy Corporation	0.0%	$27.90M	365.75K	+39.5%	▲ Add	3+
380	SPG Simon Property Group, Inc.	0.0%	$27.69M	123.83K	+1.8%	▲ Add	3+
381	IFRA iShares U.S. Infrastructure…	0.0%	$27.64M	438.49K	+1.0%	▲ Add	3+
382	NVR NVR, Inc.	0.0%	$27.59M	4.05K	+72.2%	▲ Add	3+
383	EQIX Equinix, Inc.	0.0%	$27.29M	26.18K	+21.3%	▲ Add	3+
384	BWX SPDR SERIES TRUST	0.0%	$27.25M	1.26M	-7.0%	▼ Trim	3+
385	FAST Fastenal Company	0.0%	$27.22M	566.76K	-32.9%	▼ Trim	3+
386	UL Unilever PLC	0.0%	$27.21M	452.56K	+11.7%	▲ Add	3+
387	BSY Bentley Systems…	0.0%	$27.20M	909.99K	+3.1%	▲ Add	3+
388	GM General Motors Company	0.0%	$27.08M	351.31K	+14.4%	▲ Add	3+
389	MET MetLife, Inc.	0.0%	$27.01M	319.24K	+25.0%	▲ Add	3+
390	VICI VICI Properties Inc.	0.0%	$26.98M	1.02M	+36.3%	▲ Add	3+
391	MPWR Monolithic Power Systems…	0.0%	$26.90M	19.46K	+4.2%	▲ Add	3+
392	CEG Constellation Energy…	0.0%	$26.84M	108.08K	-2.6%	▼ Trim	3+
393	SPCX Space Exploration…	0.0%	$26.77M	156.70K	Baru	New	1
394	IJJ iShares S&P Mid-Cap 400…	0.0%	$26.71M	180.78K	-9.8%	▼ Trim	3+
395	XLF State Street Financial…	0.0%	$26.59M	496.02K	-6.0%	▼ Trim	3+
396	URI United Rentals, Inc.	0.0%	$26.40M	23.30K	+18.2%	▲ Add	3+
397	SUSL ISHARES TR	0.0%	$26.39M	198.80K	-3.2%	▼ Trim	3+
398	HPE Hewlett Packard Enterprise…	0.0%	$26.17M	580.17K	+14.5%	▲ Add	3+
399	CTAS Cintas Corporation	0.0%	$26.14M	153.67K	+5.2%	▲ Add	3+
400	NSC Norfolk Southern Corporation	0.0%	$26.01M	82.67K	+1.8%	▲ Add	3+
401	KMI Kinder Morgan, Inc.	0.0%	$26.00M	813.41K	-2.0%	▼ Trim	3+
402	ATO Atmos Energy Corporation	0.0%	$25.93M	150.53K	+14.5%	▲ Add	3+
403	CHT Chunghwa Telecom Co., Ltd.	0.0%	$25.79M	582.63K	+35.5%	▲ Add	3+
404	IXUS iShares Core MSCI Total…	0.0%	$25.75M	269.83K	+6.4%	▲ Add	3+
405	CIEN Ciena Corporation	0.0%	$25.75M	52.49K	+7.1%	▲ Add	3+
406	FITB Fifth Third Bancorp	0.0%	$25.68M	455.49K	+11.3%	▲ Add	3+
407	TFC Truist Financial Corporation	0.0%	$25.56M	513.10K	+2.1%	▲ Add	3+
408	APD Air Products and Chemicals…	0.0%	$25.31M	86.34K	-2.1%	▼ Trim	3+
409	RCL Royal Caribbean Cruises Ltd.	0.0%	$25.21M	79.41K	+16.8%	▲ Add	3+
410	JBHT J.B. Hunt Transport…	0.0%	$25.18M	87.01K	+11.5%	▲ Add	3+
411	A Agilent Technologies, Inc.	0.0%	$25.10M	188.94K	+54.9%	▲ Add	3+
412	SHW The Sherwin-Williams Company	0.0%	$24.97M	72.52K	-0.8%	▼ Trim	3+
413	NEM Newmont Corporation	0.0%	$24.97M	267.33K	-0.6%	▼ Trim	3+
414	CINF Cincinnati Financial…	0.0%	$24.95M	134.76K	+6.8%	▲ Add	3+
415	STIP iShares 0-5 Year TIPS Bond…	0.0%	$24.90M	243.75K	-11.3%	▼ Trim	3+
416	WEC WEC Energy Group, Inc.	0.0%	$24.82M	212.54K	+19.1%	▲ Add	3+
417	BBVA Banco Bilbao Vizcaya…	0.0%	$24.70M	985.62K	+14.6%	▲ Add	3+
418	RS Reliance Steel & Aluminum…	0.0%	$24.56M	65.73K	+3.6%	▲ Add	3+
419	PKX POSCO Holdings Inc.	0.0%	$24.55M	477.75K	+41.0%	▲ Add	3+
420	IJK iShares S&P Mid-Cap 400…	0.0%	$24.33M	207.06K	+1.1%	▲ Add	3+
421	VHT Vanguard Health Care ETF	0.0%	$24.29M	81.23K	-2.4%	▼ Trim	3+
422	SAP SAP SE	0.0%	$24.28M	157.55K	+22.5%	▲ Add	3+
423	CVNA Carvana Co.	0.0%	$24.27M	368.69K	+169.2% ✂	▲ Add	3+
424	VPL Vanguard FTSE Pacific ETF	0.0%	$24.23M	209.48K	+0.2%	▲ Add	3+
425	LITE Lumentum Holdings Inc.	0.0%	$24.11M	28.10K	+18.2%	▲ Add	3+
426	COUR Coursera, Inc.	0.0%	$24.09M	4.27M	-0.7%	▼ Trim	3+
427	DFIC Dimensional - International…	0.0%	$24.05M	645.47K	+2.7%	▲ Add	3+
428	DFLV Dimensional - US Large Cap…	0.0%	$23.91M	604.79K	+3.9%	▲ Add	3+
429	XLE State Street Energy Select…	0.0%	$23.90M	449.94K	-0.9%	▼ Trim	3+
430	NRG NRG Energy, Inc.	0.0%	$23.89M	163.60K	+4.5%	▲ Add	3+
431	ROK Rockwell Automation, Inc.	0.0%	$23.83M	48.14K	+14.5%	▲ Add	3+
432	LEN Lennar Corporation	0.0%	$23.70M	261.88K	+106.0%	▲ Add	3+
433	MNST Monster Beverage Corporation	0.0%	$23.65M	246.00K	-0.3%	▼ Trim	3+
434	LUV Southwest Airlines Co.	0.0%	$23.63M	459.53K	+12.5%	▲ Add	3+
435	MFC Manulife Financial…	0.0%	$23.59M	582.39K	+13.4%	▲ Add	3+
436	GSK GSK plc	0.0%	$23.58M	449.81K	+5.2%	▲ Add	3+
437	MTUM iShares MSCI USA Momentum…	0.0%	$23.52M	68.62K	+1.3%	▲ Add	3+
438	JHG Janus Henderson Group plc	0.0%	$23.51M	452.53K	+24.2%	▲ Add	3+
439	HUM Humana Inc.	0.0%	$23.45M	59.02K	+57.9%	▲ Add	3+
440	SHYG iShares 0-5 Year High Yield…	0.0%	$23.43M	552.45K	+4.8%	▲ Add	3+
441	TTMI TTM Technologies, Inc.	0.0%	$23.41M	125.19K	+17.2%	▲ Add	3+
442	MCO Moody's Corporation	0.0%	$23.36M	51.57K	+15.7%	▲ Add	3+
443	SRE Sempra	0.0%	$23.30M	251.35K	+5.9%	▲ Add	3+
444	STT State Street Corporation	0.0%	$23.28M	137.25K	+21.2%	▲ Add	3+
445	EFG iShares MSCI EAFE Growth ETF	0.0%	$23.20M	186.44K	+1.1%	▲ Add	3+
446	DDOG Datadog, Inc.	0.0%	$23.18M	89.03K	+16.7%	▲ Add	3+
447	VMC Vulcan Materials Company	0.0%	$23.12M	78.36K	+1.9%	▲ Add	3+
448	ENB Enbridge Inc.	0.0%	$23.06M	425.29K	+8.5%	▲ Add	3+
449	REGN Regeneron Pharmaceuticals…	0.0%	$23.04M	36.95K	-8.0%	▼ Trim	3+
450	XLV State Street Health Care…	0.0%	$23.02M	145.10K	+2.3%	▲ Add	3+
451	HLT Hilton Worldwide Holdings…	0.0%	$22.94M	69.41K	+22.6%	▲ Add	3+
452	EMB iShares J.P. Morgan USD…	0.0%	$22.93M	237.72K	-6.3%	▼ Trim	3+
453	IDXX IDEXX Laboratories, Inc.	0.0%	$22.91M	43.51K	+17.1%	▲ Add	3+
454	RKLB Rocket Lab USA, Inc.	0.0%	$22.88M	225.12K	-1.1%	▼ Trim	3+
455	BABA Alibaba Group Holding…	0.0%	$22.77M	237.24K	-1.4%	▼ Trim	3+
456	YUM Yum! Brands, Inc.	0.0%	$22.72M	142.12K	-2.9%	▼ Trim	3+
457	IUSB iShares Core Universal USD…	0.0%	$22.68M	491.46K	+4.5%	▲ Add	3+
458	ICE Intercontinental Exchange…	0.0%	$22.68M	184.21K	-14.4%	▼ Trim	3+
459	JBL Jabil Inc.	0.0%	$22.65M	58.77K	+15.6%	▲ Add	3+
460	DVN Devon Energy Corporation	0.0%	$22.65M	548.05K	+33.8%	▲ Add	3+
461	IJS iShares S&P Small-Cap 600…	0.0%	$22.64M	165.67K	-1.5%	▼ Trim	3+
462	UBS UBS Group AG	0.0%	$22.62M	456.48K	+20.1%	▲ Add	3+
463	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$22.58M	976.36K	+5.1%	▲ Add	3+
464	AJG Arthur J. Gallagher & Co.	0.0%	$22.52M	98.09K	+4.2%	▲ Add	3+
465	DFEM Dimensional - Emerging…	0.0%	$22.50M	553.75K	+2.4%	▲ Add	3+
466	MRSH Marsh & McLennan Companies…	0.0%	$22.38M	134.26K	-21.5%	▼ Trim	3+
467	OMFL Invesco Russell 1000…	0.0%	$22.36M	326.20K	-4.4%	▼ Trim	3+
468	MOAT VanEck Morningstar Wide…	0.0%	$22.24M	213.91K	-8.0%	▼ Trim	3+
469	PNW Pinnacle West Capital…	0.0%	$22.23M	207.79K	+26.6%	▲ Add	3+
470	RPG INVESCO EXCHANGE TRADED FD T	0.0%	$22.11M	346.36K	+0.6%	▲ Add	3+
471	EME EMCOR Group, Inc.	0.0%	$21.79M	26.25K	+1.4%	▲ Add	3+
472	CAH Cardinal Health, Inc.	0.0%	$21.77M	91.66K	-2.4%	▼ Trim	3+
473	BSX Boston Scientific…	0.0%	$21.77M	510.10K	+28.2%	▲ Add	3+
474	RF Regions Financial…	0.0%	$21.62M	715.74K	+40.3%	▲ Add	3+
475	AEIS Advanced Energy Industries…	0.0%	$21.59M	57.91K	+4.1%	▲ Add	3+
476	AVIG AMERICAN CENTY ETF TR	0.0%	$21.59M	521.41K	+6.3%	▲ Add	3+
477	IWS iShares Russell Mid-Cap…	0.0%	$21.54M	130.88K	-1.8%	▼ Trim	3+
478	IDLV INVESCO EXCH TRADED FD TR II	0.0%	$21.43M	621.18K	-0.8%	▼ Trim	3+
479	CR Crane Company	0.0%	$21.24M	95.20K	+49.4%	▲ Add	3+
480	AON Aon plc	0.0%	$21.24M	64.02K	+28.6%	▲ Add	3+
481	IEF iShares 7-10 Year Treasury…	0.0%	$21.14M	223.58K	-5.6%	▼ Trim	3+
482	BRO Brown & Brown, Inc.	0.0%	$21.02M	327.63K	+84.8%	▲ Add	3+
483	HDV iShares Core High Dividend…	0.0%	$20.99M	765.84K	-0.1% ✂	▼ Trim	3+
484	CBSH Commerce Bancshares, Inc.	0.0%	$20.96M	363.02K	+19.9%	▲ Add	3+
485	FLTR VanEck IG Floating Rate ETF	0.0%	$20.95M	817.99K	-1.4%	▼ Trim	3+
486	CME CME Group Inc.	0.0%	$20.90M	94.64K	-16.4%	▼ Trim	3+
487	SRLN State Street Blackstone…	0.0%	$20.86M	517.81K	+1.8%	▲ Add	3+
488	AME AMETEK, Inc.	0.0%	$20.86M	86.22K	+22.9%	▲ Add	3+
489	ETR Entergy Corporation	0.0%	$20.84M	181.41K	+22.9%	▲ Add	3+
490	SMFG Sumitomo Mitsui Financial…	0.0%	$20.84M	883.66K	+15.6%	▲ Add	3+
491	STM STMicroelectronics N.V.	0.0%	$20.71M	276.55K	+4.4%	▲ Add	3+
492	EGP EastGroup Properties, Inc.	0.0%	$20.69M	102.17K	+42.7%	▲ Add	3+
493	PFFD GLOBAL X FDS	0.0%	$20.68M	1.11M	+6.5%	▲ Add	3+
494	IJT iShares S&P Small-Cap 600…	0.0%	$20.56M	115.13K	+2.8%	▲ Add	3+
495	SLB Slb N.V.	0.0%	$20.44M	439.62K	+11.4%	▲ Add	3+
496	BNDX Vanguard Total…	0.0%	$20.38M	420.88K	+4.5%	▲ Add	3+
497	BDX Becton, Dickinson and…	0.0%	$20.35M	134.46K	+0.7%	▲ Add	3+
498	FN Fabrinet	0.0%	$20.33M	36.17K	+4.2%	▲ Add	3+
499	WIT Wipro Limited	0.0%	$20.30M	9.02M	+28.0%	▲ Add	3+
500	SANM Sanmina Corporation	0.0%	$20.17M	79.69K	-8.7%	▼ Trim	3+

Hanya posisi saham biasa (SH); baris opsi ada di tab Opsi dan tidak pernah dijaring. ✂ = perubahan dihitung terhadap jumlah saham sebelumnya yang telah disesuaikan dengan pemecahan saham. "Dipegang N+" = dipegang setiap kuartal dalam jendela data kami, kemungkinan lebih lama.

Efek	Saham	Sebelumnya	Perubahan	Nilai	Bobot
HONA Honeywell Aerospace Inc	169.88K	—	Baru	$37.56M	0.0%
SPCX Space Exploration…	156.70K	—	Baru	$26.77M	0.0%
FDXF FedEx Freight Holding…	67.84K	—	Baru	$10.24M	0.0%
YEAR Alliance Bernstein - AB…	107.78K	—	Baru	$5.43M	0.0%
SLQD iShares 0-5 Year…	103.44K	—	Baru	$5.21M	0.0%
MDLN Medline Inc.	128.12K	—	Baru	$5.05M	0.0%
AMRZ Amrize Ltd	91.83K	—	Baru	$4.89M	0.0%
WLTH Wealthfront Corporation	544.42K	—	Baru	$4.87M	0.0%
TRI Thomson Reuters…	51.56K	—	Baru	$4.21M	0.0%
CGIE Capital Group…	96.50K	—	Baru	$3.55M	0.0%
BOXX	13.45K	—	Baru	$1.58M	0.0%
GCO Genesco Inc.	39.96K	—	Baru	$1.35M	0.0%
RBB	34.46K	—	Baru	$944,776	0.0%
FLY Firefly Aerospace Inc.	32.06K	—	Baru	$942,446	0.0%
WSE Wise Group plc Class A…	78.53K	—	Baru	$935,276	0.0%
BGSI Boyd Group Services Inc.	9.84K	—	Baru	$931,061	0.0%
AMCX	89.79K	—	Baru	$896,134	0.0%
SA Seabridge Gold Inc.	33.39K	—	Baru	$859,561	0.0%
INDV Indivior…	20.82K	—	Baru	$854,409	0.0%
RIV	68.14K	—	Baru	$794,489	0.0%
BAND Bandwidth Inc.	12.32K	—	Baru	$779,793	0.0%
TGB Trekor Metals Limited	112.08K	—	Baru	$771,090	0.0%
VGNT Versigent PLC	17.97K	—	Baru	$754,934	0.0%
DRAM Roundhill Memory ETF	9.79K	—	Baru	$723,179	0.0%
FMCB	22.18K	—	Baru	$678,418	0.0%
PWRD TCW Transform Systems…	5.47K	—	Baru	$672,468	0.0%
OPFI OppFi Inc.	67.08K	—	Baru	$666,134	0.0%
SPSK	36.22K	—	Baru	$652,285	0.0%
ADV	14.24K	—	Baru	$615,651	0.0%
IBTJ	26.77K	—	Baru	$579,527	0.0%
ROBT	9.94K	—	Baru	$558,973	0.0%
EMAT	83.50K	—	Baru	$551,935	0.0%
UMAC	24.11K	—	Baru	$537,698	0.0%
FSUN	13.45K	—	Baru	$521,746	0.0%
CTEV	15.03K	—	Baru	$512,639	0.0%
KEEL Keel Infrastructure…	89.23K	—	Baru	$512,178	0.0%
IBTK	25.77K	—	Baru	$503,585	0.0%
XMTR Xometry, Inc.	5.21K	—	Baru	$502,868	0.0%
CSQ	23.96K	—	Baru	$492,634	0.0%
PRKS United Parks & Resorts…	10.25K	—	Baru	$489,526	0.0%
SH	14.48K	—	Baru	$478,169	0.0%
HPP Hudson Pacific…	31.13K	—	Baru	$472,819	0.0%
MEC	12.16K	—	Baru	$455,476	0.0%
SNPE Xtrackers S&P 500…	6.50K	—	Baru	$447,802	0.0%
CRF	61.53K	—	Baru	$441,789	0.0%
SGVT	4.35K	—	Baru	$438,088	0.0%
KMLM	15.45K	—	Baru	$425,267	0.0%
AIPO	12.68K	—	Baru	$423,672	0.0%
CLPT	23.58K	—	Baru	$420,739	0.0%
BKLC BNY Mellon US Large Cap…	2.92K	—	Baru	$419,478	0.0%
PSUS	11.22K	—	Baru	$419,366	0.0%
ALRM Alarm.com Holdings, Inc.	8.91K	—	Baru	$416,112	0.0%
STRZ	14.11K	—	Baru	$407,301	0.0%
ISTR	13.52K	—	Baru	$405,149	0.0%
BHRB	5.60K	—	Baru	$402,487	0.0%
HBT	12.38K	—	Baru	$395,895	0.0%
YALL	9.24K	—	Baru	$391,567	0.0%
XZO	22.91K	—	Baru	$386,407	0.0%
CLIP	3.76K	—	Baru	$377,579	0.0%
BSMS	16.01K	—	Baru	$375,228	0.0%
BSMT	16.24K	—	Baru	$374,076	0.0%
BNED	29.17K	—	Baru	$366,426	0.0%
NFRA Northern Trust STOXX…	5.61K	—	Baru	$359,423	0.0%
UJUL	8.71K	—	Baru	$355,107	0.0%
TGLS Tecnoglass Inc.	7.52K	—	Baru	$352,105	0.0%
AVBP ArriVent BioPharma, Inc.	10.01K	—	Baru	$347,851	0.0%
AIS	4.03K	—	Baru	$343,922	0.0%
CGXU Capital Group…	9.92K	—	Baru	$343,327	0.0%
MEI	18.00K	—	Baru	$341,422	0.0%
WGS GeneDx Holdings Corp.	4.97K	—	Baru	$341,369	0.0%
NATH	3.34K	—	Baru	$339,446	0.0%
BANR Banner Corporation	5.11K	—	Baru	$339,243	0.0%
BRIF	9.09K	—	Baru	$337,799	0.0%
BUI	11.53K	—	Baru	$334,398	0.0%
FINX	13.52K	—	Baru	$333,675	0.0%
NGNE	10.58K	—	Baru	$332,772	0.0%
DFTX Definium Therapeutics…	6.91K	—	Baru	$324,858	0.0%
OFG OFG Bancorp	6.60K	—	Baru	$324,058	0.0%
CTGO	20.33K	—	Baru	$320,995	0.0%
PLBC	5.37K	—	Baru	$313,940	0.0%
ARTNA	9.16K	—	Baru	$311,280	0.0%
AIRJ	55.84K	—	Baru	$309,337	0.0%
BLFS BioLife Solutions, Inc.	10.91K	—	Baru	$308,183	0.0%
FCF First Commonwealth…	15.16K	—	Baru	$308,121	0.0%
BSMR	12.68K	—	Baru	$299,802	0.0%
CMDY	5.41K	—	Baru	$299,001	0.0%
SDS	5.20K	—	Baru	$295,781	0.0%
ROOT Root, Inc.	5.25K	—	Baru	$293,804	0.0%
GSG iShares S&P GSCI…	10.25K	—	Baru	$293,264	0.0%
GPIX Goldman Sachs S&P 500…	5.24K	—	Baru	$291,109	0.0%
MPTI	2.93K	—	Baru	$290,212	0.0%
NASA	9.36K	—	Baru	$284,305	0.0%
AOHY	25.69K	—	Baru	$282,729	0.0%
XAIX	4.91K	—	Baru	$282,392	0.0%
FDMO	2.86K	—	Baru	$281,725	0.0%
FTK	11.94K	—	Baru	$280,829	0.0%
DEI Douglas Emmett, Inc.	23.69K	—	Baru	$279,566	0.0%
CLMB	12.04K	—	Baru	$279,542	0.0%
SIBN SI-BONE, Inc.	16.92K	—	Baru	$276,069	0.0%
SFTX	8.85K	—	Baru	$275,129	0.0%
CPA Copa Holdings, S.A.	1.76K	—	Baru	$274,340	0.0%
WSBF	13.20K	—	Baru	$273,657	0.0%
JBIO Jade Biosciences, Inc.	12.20K	—	Baru	$271,018	0.0%
XES	2.42K	—	Baru	$270,656	0.0%
FFLC	4.56K	—	Baru	$268,511	0.0%
BKV BKV Corporation	9.79K	—	Baru	$267,936	0.0%
ERII Energy Recovery, Inc.	29.64K	—	Baru	$267,400	0.0%
UCB United Community Banks…	7.59K	—	Baru	$266,371	0.0%
BWFG	4.52K	—	Baru	$265,491	0.0%
FNWB	24.49K	—	Baru	$264,748	0.0%
BOTT	5.21K	—	Baru	$264,572	0.0%
ANIP ANI Pharmaceuticals…	3.17K	—	Baru	$262,661	0.0%
NWS News Corporation	9.20K	—	Baru	$258,264	0.0%
WSML	7.30K	—	Baru	$257,410	0.0%
WAFD WaFd, Inc.	6.68K	—	Baru	$256,388	0.0%
SEPN Septerna Inc	7.64K	—	Baru	$255,729	0.0%
SOXQ	2.28K	—	Baru	$255,568	0.0%
PTF	1.87K	—	Baru	$255,172	0.0%
STCE	3.62K	—	Baru	$253,056	0.0%
SPYC	5.53K	—	Baru	$252,477	0.0%

Efek	Saham	Sebelumnya	Perubahan	Nilai	Bobot	Rentetan
IVV iShares Core S&P 500 ETF	24.61M	24.02M	+2.5%	$18.43B	10.8%	●●○○○○
BND Vanguard Total Bond…	130.67M	121.39M	+7.7%	$9.59B	5.6%	●●○○○○
SPDW State Street SPDR…	144.44M	133.82M	+7.9%	$7.28B	4.3%	●●○○○○
SPMD State Street SPDR…	101.25M	96.64M	+4.8%	$6.84B	4.0%	●●○○○○
IEMG iShares Core MSCI…	78.94M	77.65M	+1.7%	$6.54B	3.8%	●●○○○○
AAPL Apple Inc.	12.41M	12.13M	+2.3%	$3.59B	2.1%	●●○○○○
BSV Vanguard Short-Term…	43.84M	37.38M	+17.3%	$3.42B	2.0%	●●○○○○
SPYM State Street SPDR…	35.37M	33.66M	+5.1%	$3.11B	1.8%	●●○○○○
NVDA NVIDIA Corporation	14.69M	13.54M	+8.6%	$2.94B	1.7%	●●○○○○
AVUV Avantis U.S. Small Cap…	21.60M	20.20M	+7.0%	$2.70B	1.6%	●●○○○○
AVDV Avantis International…	25.51M	23.78M	+7.3%	$2.63B	1.5%	●●○○○○
VCIT Vanguard…	27.85M	27.02M	+3.0%	$2.30B	1.3%	●●○○○○
DFAS Dimensional - US Small…	27.82M	26.23M	+6.1%	$2.29B	1.3%	●●○○○○
XLRE State Street Real…	51.79M	47.96M	+8.0%	$2.28B	1.3%	●●○○○○
SPY State Street SPDR S&P…	2.96M	2.96M	+0.2%	$2.21B	1.3%
SPSB State Street SPDR…	56.31M	53.07M	+6.1%	$1.69B	1.0%	●●○○○○
MUB iShares National Muni…	14.80M	14.37M	+3.0%	$1.59B	0.9%	●●○○○○
MSFT Microsoft Corporation	4.16M	3.87M	+7.4%	$1.55B	0.9%	●●○○○○
BRK-B Berkshire Hathaway Inc.	2.85M	2.84M	+0.3%	$1.42B	0.8%
VGIT Vanguard…	21.00M	19.20M	+9.4%	$1.24B	0.7%	●●○○○○
GOOGL Alphabet Inc.	3.20M	2.95M	+8.5%	$1.14B	0.7%	●●○○○○
VOO Vanguard S&P 500 ETF	1.66M	1.62M	+2.3%	$1.14B	0.7%	●●○○○○
AMZN Amazon.com, Inc.	4.69M	4.31M	+8.8%	$1.12B	0.7%	●●○○○○
AVGO Broadcom Inc.	1.92M	1.80M	+6.4%	$724.28M	0.4%	●●○○○○
GOOG Alphabet Inc.	1.93M	1.82M	+5.9%	$682.28M	0.4%	●●○○○○
META Meta Platforms, Inc.	1.02M	947.75K	+7.9%	$576.12M	0.3%	●●○○○○
QQQ Invesco QQQ Trust…	733.49K	718.32K	+2.1%	$540.14M	0.3%	●●○○○○
LLY Eli Lilly and Company	445.71K	420.63K	+6.0%	$534.59M	0.3%	●●○○○○
JPM JPMorgan Chase & Co.	1.59M	1.54M	+3.1%	$520.88M	0.3%	●●○○○○
MU Micron Technology, Inc.	449.72K	403.31K	+11.5%	$519.10M	0.3%	●●○○○○
AMAT Applied Materials, Inc.	667.76K	634.64K	+5.2%	$482.79M	0.3%	●●○○○○
TSLA Tesla, Inc.	1.13M	1.05M	+7.2%	$475.39M	0.3%	●●○○○○
AMD Advanced Micro Devices…	769.53K	731.23K	+5.2%	$447.03M	0.3%	●●○○○○
CAT Caterpillar Inc.	379.70K	365.77K	+3.8%	$404.35M	0.2%	●●○○○○
SPTM State Street SPDR…	4.24M	4.13M	+2.9%	$385.36M	0.2%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.28M	2.23M	+2.2%	$312.20M	0.2%	●●○○○○
IJH iShares Core S&P…	4.89M	4.84M	+1.0%	$376.91M	0.2%	●●○○○○
JNJ Johnson & Johnson	1.38M	1.34M	+3.3%	$351.74M	0.2%	●●○○○○
ITOT iShares Core S&P Total…	2.06M	2.05M	+0.7%	$339.02M	0.2%
TSM Taiwan Semiconductor…	707.85K	638.52K	+10.9%	$338.05M	0.2%	●●○○○○
LRCX Lam Research Corporation	728.68K	714.50K	+2.0%	$315.76M	0.2%	●●○○○○
SUB iShares Short-Term…	2.95M	2.90M	+1.7%	$314.57M	0.2%	●●○○○○
V Visa Inc.	893.82K	811.68K	+10.1%	$306.66M	0.2%	●●○○○○
COST Costco Wholesale…	306.79K	301.23K	+1.8%	$286.99M	0.2%	●●○○○○
ABBV AbbVie Inc.	1.13M	1.10M	+2.1%	$283.41M	0.2%	●●○○○○
IWB iShares Russell 1000 ETF	651.22K	642.29K	+1.4%	$266.67M	0.2%
CSCO Cisco Systems, Inc.	2.02M	1.91M	+5.9%	$237.23M	0.1%	●●○○○○
HD The Home Depot, Inc.	653.26K	621.04K	+5.2%	$230.39M	0.1%	●●○○○○
BAC Bank of America…	3.87M	3.66M	+5.6%	$220.33M	0.1%
INTC Intel Corp.	1.54M	1.45M	+6.5%	$215.24M	0.1%
VTV Vanguard Morningstar…	935.35K	902.78K	+3.6%	$203.84M	0.1%
KO The Coca-Cola Company	2.40M	2.32M	+3.3%	$194.96M	0.1%	●●○○○○
VUG Vanguard Morningstar…	2.25M	360.94K	+4.0% ✂	$193.93M	0.1%
ESGV Vanguard ESG U.S. Stock…	1.47M	1.46M	+0.5%	$193.77M	0.1%	●●○○○○
CVX Chevron Corporation	954.60K	900.52K	+6.0%	$158.23M	0.1%	●●○○○○
MRK Merck & Co., Inc.	1.35M	1.31M	+3.5%	$174.09M	0.1%	●●○○○○
KLAC KLA Corporation	573.64K	56.28K	+1.9% ✂	$173.07M	0.1%	●●○○○○
ORCL Oracle Corporation	1.13M	1.07M	+5.6%	$165.06M	0.1%
VGT Vanguard Information…	1.33M	159.80K	+4.1% ✂	$159.01M	0.1%	●●○○○○
IBM International Business…	545.12K	497.96K	+9.5%	$153.29M	0.1%	●●○○○○
MA Mastercard Incorporated	296.88K	282.26K	+5.2%	$152.48M	0.1%	●●○○○○
ANET Arista Networks, Inc.	891.45K	828.11K	+7.7%	$151.44M	0.1%
GS The Goldman Sachs…	149.07K	138.08K	+8.0%	$150.77M	0.1%	●●○○○○
SCHD Schwab U.S. Dividend…	4.74M	4.40M	+7.7%	$150.24M	0.1%	●●○○○○
UNH UnitedHealth Group…	349.81K	306.65K	+14.1%	$145.39M	0.1%	●●○○○○
VGK Vanguard FTSE Europe ETF	1.59M	1.47M	+7.8%	$140.39M	0.1%	●●○○○○
SNDK Sandisk Corporation	59.62K	33.37K	+78.7%	$135.55M	0.1%	●●○○○○
GE GE Aerospace	360.73K	336.00K	+7.4%	$134.81M	0.1%	●●○○○○
VSGX Vanguard ESG…	1.60M	1.57M	+1.6%	$131.64M	0.1%	●●○○○○
RTX RTX Corporation	691.09K	644.64K	+7.2%	$131.12M	0.1%	●●○○○○
GEV GE Vernova Inc.	111.35K	103.34K	+7.8%	$130.82M	0.1%	●●○○○○
VEU Vanguard FTSE All-World…	1.50M	1.47M	+1.8%	$125.45M	0.1%	●●○○○○
DFAC Dimensional - US Core…	2.76M	2.76M	0.0%	$122.44M	0.1%	●●○○○○
VSS Vanguard FTSE All-World…	783.93K	735.17K	+6.6%	$120.95M	0.1%	●●○○○○
WFC Wells Fargo & Company	1.44M	1.32M	+9.4%	$119.40M	0.1%	●●○○○○
ASML ASML Holding N.V.	59.80K	51.86K	+15.3%	$118.96M	0.1%	●●○○○○
ABT Abbott Laboratories	1.31M	1.15M	+13.6%	$118.65M	0.1%	●●○○○○
WDC Western Digital…	184.09K	131.65K	+39.8%	$117.59M	0.1%	●●○○○○
APH Amphenol Corporation	664.22K	641.07K	+3.6%	$117.11M	0.1%	●●○○○○
UNP Union Pacific…	423.62K	410.65K	+3.2%	$115.22M	0.1%	●●○○○○
PM Philip Morris…	623.82K	570.70K	+9.3%	$112.86M	0.1%	●●○○○○
XLK State Street Technology…	583.12K	550.06K	+6.0%	$111.10M	0.1%	●●○○○○
ESGE iShares ESG Aware MSCI…	2.03M	2.01M	+0.6%	$110.80M	0.1%	●●○○○○
VCSH Vanguard Short-Term…	1.40M	1.33M	+5.3%	$110.25M	0.1%	●●○○○○
MS Morgan Stanley	522.70K	480.54K	+8.8%	$109.26M	0.1%	●●○○○○
BIV Vanguard…	1.37M	1.13M	+21.5%	$105.18M	0.1%	●●○○○○
ETN Eaton Corporation plc	246.12K	245.30K	+0.3%	$104.87M	0.1%	●●○○○○
LMT Lockheed Martin…	187.30K	169.32K	+10.6%	$95.42M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	539.73K	509.79K	+5.9%	$99.74M	0.1%
SPYG State Street SPDR…	807.40K	727.70K	+10.9%	$96.07M	0.1%	●●○○○○
SCHB Schwab U.S. Broad…	3.30M	3.20M	+3.2%	$95.58M	0.1%
AXP American Express Company	278.36K	241.23K	+15.4%	$94.15M	0.1%	●●○○○○
GLD SPDR Gold Shares	220.59K	217.83K	+1.3%	$81.26M	0.0%
AMGN Amgen Inc.	258.17K	246.91K	+4.6%	$93.49M	0.1%	●●○○○○
BA The Boeing Company	429.69K	391.75K	+9.7%	$93.01M	0.1%	●●○○○○
VOE Vanguard Morningstar…	465.24K	433.70K	+7.3%	$91.93M	0.1%
TXN Texas Instruments…	305.82K	275.08K	+11.2%	$91.15M	0.1%	●●○○○○
GLW Corning Inc	353.55K	328.64K	+7.6%	$90.31M	0.1%	●●○○○○
ASX ASE Technology Holding…	2.00M	1.90M	+5.4%	$90.19M	0.1%	●●○○○○
ESML iShares ESG Aware MSCI…	1.59M	1.57M	+1.4%	$88.93M	0.1%	●●○○○○
NVS Novartis AG	546.66K	528.81K	+3.4%	$85.67M	0.1%	●●○○○○
VXUS Vanguard Total…	993.94K	947.32K	+4.9%	$84.97M	0.1%	●●○○○○
VBR Vanguard Morningstar…	341.90K	315.10K	+8.5%	$83.08M	0.0%	●●○○○○
HON Honeywell International…	171.26K	347.59K	+3.4% ✂	$38.35M	0.0%	●●○○○○
DIS The Walt Disney Company	811.06K	688.66K	+17.8%	$78.06M	0.0%
LQD iShares iBoxx $…	693.38K	541.15K	+28.1%	$75.63M	0.0%	●●○○○○
IGOV	1.81M	1.53M	+18.1%	$74.10M	0.0%	●●○○○○
CB Chubb Limited	215.33K	207.90K	+3.6%	$73.37M	0.0%	●●○○○○
STX Seagate Technology…	74.36K	62.73K	+18.5%	$71.76M	0.0%	●●○○○○
VYMI Vanguard International…	721.22K	704.28K	+2.4%	$70.82M	0.0%	●●○○○○
ADI Analog Devices, Inc.	177.15K	166.62K	+6.3%	$70.36M	0.0%	●●○○○○
VZ Verizon Communications…	1.53M	1.40M	+9.4%	$64.68M	0.0%	●●○○○○
SCHW The Charles Schwab…	746.57K	739.72K	+0.9%	$68.89M	0.0%	●●○○○○
TMO Thermo Fisher…	137.47K	129.35K	+6.3%	$68.92M	0.0%	●●○○○○
PLD Prologis, Inc.	505.80K	463.85K	+9.0%	$68.52M	0.0%	●●○○○○
FIX Comfort Systems USA…	34.49K	32.34K	+6.6%	$68.35M	0.0%	●●○○○○
FNDX Schwab Fundamental U.S.…	2.18M	2.17M	+0.5%	$67.76M	0.0%	●●○○○○
FTNT Fortinet, Inc.	437.20K	400.27K	+9.2%	$67.16M	0.0%	●●○○○○
DE Deere & Company	105.28K	104.06K	+1.2%	$66.78M	0.0%	●●○○○○
UMC United Microelectronics…	2.45M	2.36M	+3.6%	$66.68M	0.0%	●●○○○○

Efek	Saham	Sebelumnya	Perubahan	Nilai	Bobot	Rentetan
VEA Vanguard FTSE Developed…	116.98M	120.42M	-2.9%	$8.33B	4.9%	●●○○○○
VV Vanguard Morningstar…	12.04M	12.26M	-1.8%	$4.14B	2.4%
VO Vanguard Morningstar…	32.71M	8.31M	-1.6% ✂	$2.64B	1.5%	●●○○○○
SCHX Schwab U.S. Large-Cap…	81.51M	82.27M	-0.9%	$2.40B	1.4%	●●○○○○
VTI Vanguard Morningstar…	6.08M	6.12M	-0.7%	$2.25B	1.3%
IDEV iShares Core MSCI…	18.75M	19.09M	-1.8%	$1.67B	1.0%
AGG iShares Core U.S.…	13.63M	14.03M	-2.8%	$1.35B	0.8%
VTEB Vanguard Tax-Exempt…	27.32M	27.53M	-0.8%	$1.38B	0.8%
SCHF Schwab International…	46.03M	47.13M	-2.4%	$1.27B	0.7%
VNQ Vanguard Real Estate ETF	12.20M	12.56M	-2.9%	$1.18B	0.7%	●●○○○○
SPEM State Street SPDR…	21.40M	21.77M	-1.7%	$1.11B	0.6%	●●○○○○
SCHM Schwab U.S. Mid-Cap ETF	29.02M	29.43M	-1.4%	$1.07B	0.6%	●●○○○○
VWO Vanguard FTSE Emerging…	17.84M	18.22M	-2.1%	$1.06B	0.6%	●●○○○○
DFAT Dimensional - US…	13.31M	13.52M	-1.6%	$930.03M	0.5%	●●○○○○
SCHE Schwab Emerging Markets…	21.09M	21.76M	-3.1%	$764.60M	0.4%
WT WisdomTree, Inc.	12.04M	12.24M	-1.7%	$744.46M	0.4%	●●○○○○
VB Vanguard Morningstar…	2.02M	2.04M	-0.7%	$612.89M	0.4%	●●○○○○
VYM Vanguard High Dividend…	3.83M	3.84M	-0.1%	$606.03M	0.4%
SCHH Schwab U.S. REIT ETF	19.66M	20.36M	-3.4%	$465.47M	0.3%	●●○○○○
WMT Walmart Inc.	2.55M	2.55M	-0.2%	$288.39M	0.2%
SCZ iShares MSCI EAFE…	3.80M	3.92M	-3.2%	$312.52M	0.2%	●●○○○○
VONV Vanguard Russell 1000…	2.77M	2.99M	-7.4%	$294.28M	0.2%
VIG Vanguard Dividend…	1.20M	1.20M	-0.7%	$283.03M	0.2%
DFUS Dimensional U.S. Equity…	3.32M	3.36M	-1.1%	$272.13M	0.2%	●●○○○○
VXF Vanguard Extended…	1.10M	1.14M	-3.1%	$271.41M	0.2%
DFUV Dimensional - US…	4.87M	4.95M	-1.8%	$267.64M	0.2%	●●○○○○
SPIB State Street SPDR…	7.67M	7.98M	-3.8%	$256.77M	0.1%	●●○○○○
IEFA iShares Core MSCI EAFE…	2.72M	2.75M	-1.3%	$262.42M	0.2%
VONG Vanguard Russell 1000…	2.01M	2.15M	-6.5%	$256.96M	0.1%
PG The Procter & Gamble…	1.68M	1.69M	-0.7%	$246.79M	0.1%
IWF iShares Russell 1000…	1.87M	471.35K	-0.9% ✂	$232.08M	0.1%	●●○○○○
SCHA Schwab U.S. Small-Cap…	5.87M	5.99M	-2.0%	$212.22M	0.1%	●●○○○○
EFA iShares MSCI EAFE ETF	2.04M	2.09M	-2.3%	$211.88M	0.1%
DOL	2.69M	2.70M	-0.3%	$199.90M	0.1%
IJR iShares Core S&P…	1.25M	1.26M	-0.4%	$185.66M	0.1%
DFIV Dimensional -…	3.38M	3.41M	-1.0%	$182.64M	0.1%	●●○○○○
IWM iShares Russell 2000 ETF	561.92K	570.88K	-1.6%	$168.83M	0.1%	●●○○○○
MDY State Street SPDR S&P…	236.18K	248.68K	-5.0%	$166.12M	0.1%	●●○○○○
BRK-A Berkshire Hathaway Inc.	218	225	-3.1%	$163.19M	0.1%
NFLX Netflix, Inc.	1.68M	1.69M	-0.2%	$120.24M	0.1%
SPSM State Street SPDR…	2.78M	2.80M	-0.9%	$160.10M	0.1%
IEI iShares 3-7 Year…	1.15M	1.18M	-2.5%	$134.82M	0.1%	●●○○○○
SCHK Schwab 1000 Index ETF	3.85M	3.90M	-1.2%	$138.94M	0.1%
MCD McDonald's Corporation	414.36K	445.84K	-7.1%	$112.01M	0.1%
PEP PepsiCo, Inc.	827.63K	885.79K	-6.6%	$112.06M	0.1%
SCHC Schwab International…	2.83M	2.94M	-3.7%	$136.15M	0.1%
CRWD CrowdStrike Holdings…	177.65K	188.45K	-5.7%	$135.57M	0.1%
REET iShares Global REIT ETF	4.80M	5.12M	-6.2%	$132.58M	0.1%
PANW Palo Alto Networks, Inc.	379.16K	403.78K	-6.1%	$129.30M	0.1%
BIL State Street SPDR…	1.39M	1.41M	-1.6%	$127.29M	0.1%
EWX	1.70M	1.76M	-3.4%	$126.40M	0.1%	●●○○○○
IWD iShares Russell 1000…	509.09K	536.89K	-5.2%	$123.42M	0.1%	●●○○○○
AVUS Avantis U.S. Equity ETF	938.15K	969.48K	-3.2%	$120.16M	0.1%	●●○○○○
IAGG iShares Core…	2.18M	2.38M	-8.2%	$110.40M	0.1%
AMLP Alerian MLP ETF	2.23M	2.25M	-1.0%	$115.40M	0.1%	●●○○○○
VWOB Vanguard Emerging…	1.50M	1.75M	-14.1%	$100.98M	0.1%
SPHY State Street SPDR…	4.59M	4.74M	-3.1%	$107.68M	0.1%
SCHG Schwab U.S. Large-Cap…	3.25M	3.29M	-1.1%	$109.98M	0.1%	●●○○○○
PLTR Palantir Technologies…	697.63K	714.37K	-2.3%	$81.39M	0.0%
IWR iShares Russell Mid-Cap…	936.52K	957.23K	-2.2%	$103.32M	0.1%
MLPA Global X - MLP ETF	1.78M	1.84M	-3.3%	$94.23M	0.1%	●●○○○○
NEE NextEra Energy, Inc.	1.05M	1.05M	-0.2%	$91.81M	0.1%
IVW iShares S&P 500 Growth…	671.65K	673.36K	-0.2%	$92.37M	0.1%
TJX The TJX Companies, Inc.	550.54K	552.28K	-0.3%	$83.41M	0.0%
AVEM Avantis Emerging…	891.69K	919.58K	-3.0%	$86.04M	0.1%	●●○○○○
DFSV Dimensional - US Small…	2.19M	2.21M	-1.1%	$84.85M	0.1%
DFIS Dimensional -…	2.41M	2.43M	-0.7%	$84.45M	0.0%
DELL Dell Technologies Inc.	194.43K	226.81K	-14.3%	$83.89M	0.0%
EMXC iShares MSCI Emerging…	795.83K	805.77K	-1.2%	$81.41M	0.0%
VGSH Vanguard Short-Term…	1.28M	1.36M	-6.1%	$74.50M	0.0%	●●○○○○
IAU iShares Gold Trust	792.47K	821.16K	-3.5%	$59.84M	0.0%
MRVL Marvell Technology, Inc.	241.25K	243.95K	-1.1%	$71.86M	0.0%
CRM Salesforce, Inc.	336.62K	384.59K	-12.5%	$52.74M	0.0%
MCK McKesson Corporation	76.26K	79.05K	-3.5%	$57.62M	0.0%
IWO iShares Russell 2000…	170.88K	175.42K	-2.6%	$67.32M	0.0%	●●○○○○
LOW Lowe's Companies, Inc.	246.53K	275.67K	-10.6%	$54.36M	0.0%
TCAF T. Rowe Price Capital…	1.57M	1.62M	-3.1%	$64.59M	0.0%
SDY State Street SPDR S&P…	423.95K	439.20K	-3.5%	$64.52M	0.0%	●●○○○○
SCHV Schwab U.S. Large-Cap…	1.84M	1.92M	-4.3%	$63.93M	0.0%	●●○○○○
MAR Marriott International…	167.93K	175.20K	-4.2%	$62.23M	0.0%	●●○○○○
IWP iShares Russell Mid-Cap…	415.40K	423.39K	-1.9%	$60.82M	0.0%
SNOW Snowflake Inc.	236.84K	237.36K	-0.2%	$60.28M	0.0%	●●○○○○
PFE Pfizer Inc.	2.06M	2.12M	-3.0%	$49.56M	0.0%
DOV Dover Corporation	258.12K	262.88K	-1.8%	$57.89M	0.0%
MGK Vanguard Morningstar…	652.78K	134.58K	-3.0% ✂	$57.39M	0.0%	●●○○○○
DFAE Dimensional - Emerging…	1.41M	1.44M	-2.3%	$56.60M	0.0%	●●○○○○
BMY Bristol-Myers Squibb…	887.03K	928.03K	-4.4%	$51.11M	0.0%
CMCSA Comcast Corporation	1.83M	1.95M	-5.9%	$45.01M	0.0%
GEL Genesis Energy, L.P.	3.11M	3.11M	0.0%	$44.00M	0.0%
NOW ServiceNow, Inc.	500.30K	529.49K	-5.5%	$49.67M	0.0%
GLDM SPDR Gold MiniShares…	456.00K	546.47K	-16.6%	$36.22M	0.0%	●●○○○○
BKNG Booking Holdings Inc.	211.76K	11.92K	-28.9% ✂	$37.74M	0.0%
SPGI S&P Global Inc.	112.02K	116.44K	-3.8%	$45.62M	0.0%
EEM iShares MSCI Emerging…	718.20K	737.87K	-2.7%	$49.13M	0.0%
FDX FedEx Corporation	141.10K	134.94K	-15.7% ✂	$44.18M	0.0%
AVSC Avantis U.S. Small Cap…	646.48K	649.41K	-0.5%	$47.41M	0.0%
CACI CACI International Inc	82.93K	85.80K	-3.4%	$38.42M	0.0%	●●○○○○
AZN AstraZeneca PLC	230.95K	233.19K	-1.0%	$43.79M	0.0%
MPC Marathon Petroleum…	172.83K	179.91K	-3.9%	$44.19M	0.0%
WM Waste Management, Inc.	173.35K	189.81K	-8.7%	$38.64M	0.0%
FLV	523.56K	526.46K	-0.6%	$42.57M	0.0%	●●○○○○
HCA HCA Healthcare, Inc.	78.11K	86.57K	-9.8%	$30.45M	0.0%
SCHP Schwab US TIPS ETF	1.30M	1.52M	-14.6%	$34.46M	0.0%	●●○○○○
INTU Intuit Inc.	75.38K	92.85K	-18.8%	$19.67M	0.0%
FAST Fastenal Company	566.76K	845.15K	-32.9%	$27.22M	0.0%
SONY Sony Group Corporation	1.84M	1.87M	-2.0%	$36.82M	0.0%
IYW iShares U.S. Technology…	152.26K	152.55K	-0.2%	$38.41M	0.0%	●●○○○○
ADBE Adobe Inc.	144.52K	152.21K	-5.0%	$29.63M	0.0%
EFAV iShares MSCI EAFE Min…	373.29K	400.99K	-6.9%	$32.74M	0.0%
DFAU Dimensional - US Core…	705.30K	709.07K	-0.5%	$36.46M	0.0%
EPD Enterprise Products…	887.52K	962.24K	-7.8%	$32.63M	0.0%
FBND Fidelity Total Bond ETF	738.72K	776.30K	-4.8%	$33.60M	0.0%	●●○○○○
SLYV State Street SPDR S&P…	324.36K	354.76K	-8.6%	$35.39M	0.0%	●●○○○○
CGBD	3.09M	3.23M	-4.5%	$32.51M	0.0%	●●○○○○
DISV Dimensional -…	877.95K	881.28K	-0.4%	$35.23M	0.0%
UBER Uber Technologies, Inc.	420.86K	474.13K	-11.2%	$30.37M	0.0%	●●○○○○
ICE Intercontinental…	184.21K	215.28K	-14.4%	$22.68M	0.0%
CME CME Group Inc.	94.64K	113.14K	-16.4%	$20.90M	0.0%
SPAB State Street SPDR…	1.25M	1.27M	-1.2%	$31.94M	0.0%
BXSL Blackstone Secured…	1.29M	1.36M	-5.3%	$30.56M	0.0%	●●○○○○

Efek	Saham	Sebelumnya	Perubahan	Nilai	Bobot
HOLX Hologic, Inc.	—	109.72K	Keluar	$8.29M	0.0%
TPH Tri Pointe Homes, Inc.	—	169.01K	Keluar	$7.90M	0.0%
SQQQ ProShares - UltraPro…	—	93.31K	Keluar	$7.51M	0.0%
AL Air Lease Corporation	—	99.58K	Keluar	$6.47M	0.0%
FOLD Amicus Therapeutics…	—	428.98K	Keluar	$6.20M	0.0%
DHIL	—	34.58K	Keluar	$5.95M	0.0%
CWAN Clearwater Analytics…	—	229.68K	Keluar	$5.43M	0.0%
CTRA Coterra Energy Inc.	—	139.08K	Keluar	$4.89M	0.0%
MASI Masimo Corporation	—	22.92K	Keluar	$4.08M	0.0%
SNCY Sun Country Airlines…	—	179.07K	Keluar	$2.96M	0.0%
HTBK	—	230.94K	Keluar	$2.88M	0.0%
TERN Terns Pharmaceuticals…	—	51.76K	Keluar	$2.73M	0.0%
ACLX Arcellx, Inc.	—	15.65K	Keluar	$1.80M	0.0%
KW Kennedy-Wilson…	—	152.71K	Keluar	$1.65M	0.0%
MCW	—	224.24K	Keluar	$1.56M	0.0%
GDEN	—	58.43K	Keluar	$1.56M	0.0%
CSGS CSG Systems…	—	19.48K	Keluar	$1.56M	0.0%
CABO Cable One, Inc.	—	13.97K	Keluar	$1.27M	0.0%
KALV	—	59.99K	Keluar	$1.21M	0.0%
USEP	—	30.23K	Keluar	$1.17M	0.0%
FFWM	—	169.05K	Keluar	$997,377	0.0%
GLDD	—	53.78K	Keluar	$914,328	0.0%
AMWD American Woodmark…	—	22.30K	Keluar	$888,328	0.0%
UDMY	—	189.37K	Keluar	$874,866	0.0%
USPH U.S. Physical Therapy…	—	10.02K	Keluar	$751,405	0.0%
OXY-WT	—	16.43K	Keluar	$704,761	0.0%
DAWN Day One…	—	31.93K	Keluar	$684,601	0.0%
VRE Veris Residential, Inc.	—	35.24K	Keluar	$665,054	0.0%
INR	—	31.23K	Keluar	$549,978	0.0%
FFIC	—	34.88K	Keluar	$535,770	0.0%
MOO	—	6.09K	Keluar	$514,420	0.0%
THR Thermon Group Holdings…	—	10.11K	Keluar	$509,594	0.0%
MSLC Morgan Stanley Pathway…	—	9.80K	Keluar	$507,401	0.0%
CVGW	—	19.59K	Keluar	$505,242	0.0%
DGT	—	2.72K	Keluar	$461,694	0.0%
SEE Sealed Air Corporation	—	10.81K	Keluar	$454,650	0.0%
ATHM Autohome Inc.	—	23.93K	Keluar	$415,699	0.0%
DGP	—	2.26K	Keluar	$412,986	0.0%
AUSF	—	8.54K	Keluar	$412,861	0.0%
EHAB	—	27.77K	Keluar	$391,322	0.0%
APLS Apellis…	—	9.52K	Keluar	$383,030	0.0%
PAHC Phibro Animal Health…	—	6.88K	Keluar	$380,333	0.0%
CZNC	—	15.19K	Keluar	$339,316	0.0%
BWEB	—	5.28K	Keluar	$335,120	0.0%
CSV	—	7.20K	Keluar	$328,612	0.0%
STKL	—	49.01K	Keluar	$317,559	0.0%
JOUT	—	6.82K	Keluar	$317,291	0.0%
IBMS	—	12.23K	Keluar	$315,875	0.0%
VCRM	—	4.00K	Keluar	$300,976	0.0%
VTES	—	2.91K	Keluar	$294,592	0.0%
UGL	—	4.73K	Keluar	$290,829	0.0%
IBHF	—	12.53K	Keluar	$287,472	0.0%
FXY	—	4.92K	Keluar	$284,712	0.0%
IMMR	—	51.86K	Keluar	$283,159	0.0%
TRDA	—	22.23K	Keluar	$280,543	0.0%
MCHB	—	18.73K	Keluar	$276,194	0.0%
BMEZ	—	19.02K	Keluar	$273,187	0.0%
BCPL	—	10.87K	Keluar	$269,557	0.0%
MEOH Methanex Corporation	—	4.41K	Keluar	$262,690	0.0%
LGLV	—	1.45K	Keluar	$258,778	0.0%
PKST	—	12.35K	Keluar	$258,021	0.0%
VGUS	—	3.40K	Keluar	$257,395	0.0%
RCKY	—	6.53K	Keluar	$252,996	0.0%
STEW	—	14.61K	Keluar	$249,810	0.0%
BOCT	—	4.96K	Keluar	$237,871	0.0%
ZIM ZIM Integrated Shipping…	—	9.01K	Keluar	$237,305	0.0%
ECH	—	5.91K	Keluar	$234,872	0.0%
CPS Cooper-Standard…	—	8.41K	Keluar	$234,359	0.0%
SCCR Schwab Core Bond ETF	—	8.92K	Keluar	$229,448	0.0%
BLSH Bullish	—	6.25K	Keluar	$223,171	0.0%
TFPM Triple Flag Precious…	—	6.42K	Keluar	$222,999	0.0%
WTBA	—	9.33K	Keluar	$221,866	0.0%
URNM	—	3.46K	Keluar	$218,594	0.0%
RVT	—	13.07K	Keluar	$217,023	0.0%
BSJR	—	9.67K	Keluar	$216,294	0.0%
QUS	—	1.23K	Keluar	$210,255	0.0%
USL	—	4.35K	Keluar	$209,670	0.0%
OVL	—	4.07K	Keluar	$204,872	0.0%
DJP iPath Bloomberg…	—	4.22K	Keluar	$203,006	0.0%
SLVR	—	3.41K	Keluar	$201,636	0.0%
HYMC Hycroft Mining Holding…	—	5.71K	Keluar	$201,062	0.0%
LNKB	—	23.18K	Keluar	$193,288	0.0%
BCHHF	—	91.67K	Keluar	$178,748	0.0%
BSCV	—	10.43K	Keluar	$171,678	0.0%
JRVR	—	27.12K	Keluar	$170,862	0.0%
VENU	—	51.55K	Keluar	$170,624	0.0%
ENTA Enanta Pharmaceuticals…	—	12.24K	Keluar	$154,654	0.0%
AEF	—	19.91K	Keluar	$145,143	0.0%
CTLP	—	13.28K	Keluar	$143,546	0.0%
IGT International Game…	—	11.04K	Keluar	$140,677	0.0%
SEMR	—	11.61K	Keluar	$138,635	0.0%
FUBO fuboTV Inc.	—	13.88K	Keluar	$131,343	0.0%
CHY	—	11.97K	Keluar	$130,353	0.0%
BNTC	—	11.59K	Keluar	$123,391	0.0%
CHI	—	11.00K	Keluar	$118,172	0.0%
PNNT	—	24.44K	Keluar	$109,724	0.0%
AWF	—	10.27K	Keluar	$104,445	0.0%
ACTG Acacia Research…	—	20.95K	Keluar	$100,770	0.0%
SABA	—	11.94K	Keluar	$99,377	0.0%
JACK Jack in the Box Inc.	—	10.20K	Keluar	$98,616	0.0%
EXK Endeavour Silver Corp.	—	10.47K	Keluar	$97,520	0.0%
MCR	—	16.05K	Keluar	$97,236	0.0%
WB Weibo Corporation	—	10.41K	Keluar	$91,068	0.0%
ONTF	—	10.06K	Keluar	$81,454	0.0%
JFR	—	10.49K	Keluar	$78,914	0.0%
BRW	—	10.81K	Keluar	$72,842	0.0%
AHRT	—	11.18K	Keluar	$61,496	0.0%
CLIR	—	12.36K	Keluar	$53,868	0.0%
CDZI	—	10.19K	Keluar	$50,008	0.0%
CTMX CytomX Therapeutics…	—	10.51K	Keluar	$49,374	0.0%
ACB	—	12.95K	Keluar	$42,356	0.0%
WVVI	—	15.61K	Keluar	$40,120	0.0%
MAIA	—	28.60K	Keluar	$40,043	0.0%
IMUX	—	35.02K	Keluar	$38,874	0.0%
MGF	—	12.78K	Keluar	$37,579	0.0%
GAU	—	14.10K	Keluar	$35,393	0.0%
REKR	—	37.12K	Keluar	$30,439	0.0%
NRO	—	10.08K	Keluar	$28,631	0.0%
CDLX	—	18.52K	Keluar	$19,441	0.0%
SKYX	—	17.30K	Keluar	$19,370	0.0%

Underlying	Jenis	Saham underlying	Nilai yang dilaporkan
NVDA	Put	87.50K	$292,658
GOOG	Call	1.10K	$273,350
NVDA	Call	6.80K	$226,537
ISRG	Put	6.30K	$223,776
PYPL	Call	45.00K	$195,750
MRNA	Call	10.00K	$195,500
OIH	Call	3.40K	$136,850
AVGO	Put	4.10K	$131,483
AAPL	Call	10.00K	$94,500
AAPL	Put	67.70K	$94,467
QQQ	Put	7.00K	$82,929
UBER	Call	5.00K	$63,250
OPLN	Call	5.30K	$60,950
SLV	Call	18.40K	$60,255
INTC	Call	900	$59,722
SCHW	Put	20.00K	$59,500
MSFT	Put	3.50K	$51,333
ABT	Put	6.90K	$50,715
LMT	Call	1.20K	$47,040
CSCO	Put	7.00K	$42,823
TSLA	Call	3.20K	$42,526
MSFT	Call	5.90K	$39,840
POET	Call	8.00K	$37,760
BMNR	Call	13.00K	$36,985
UGA	Call	16.00K	$35,600
SPY	Put	6.10K	$33,337
IVV	Put	2.50K	$27,250
GNRC	Call	200	$25,820
IREN	Call	1.50K	$24,150
GLD	Call	400	$23,570
META	Call	1.20K	$23,160
MTN	Call	2.00K	$22,700
BIDU	Call	2.00K	$22,000
SPY	Call	200	$20,643
INFQ	Call	10.00K	$20,500
XLRE	Put	7.00K	$19,600
USO	Call	2.00K	$18,000
PLTR	Call	700	$17,703
GOOGL	Put	6.00K	$17,040
CRWV	Call	500	$16,050
BX	Call	1.00K	$14,275
BRK-B	Put	12.00K	$12,360
META	Put	600	$11,160
EPD	Call	50.00K	$10,700
AMZN	Call	2.90K	$10,085
TMUS	Put	2.40K	$9,360
ASX	Call	1.00K	$9,120
UNG	Call	10.00K	$8,750
PG	Call	6.70K	$8,342
LUV	Call	500	$7,875
COP	Call	1.00K	$7,200
PBR	Call	50.00K	$7,000
ACHR	Call	10.00K	$6,750
ORCL	Call	300	$6,705
JETS	Put	10.00K	$6,700
LUMN	Call	2.00K	$6,300
NFLX	Put	2.00K	$6,300
JPM	Put	900	$5,355
RIVN	Call	500	$4,400
XONA.DE	Put	1.30K	$4,258
USAR	Call	1.10K	$4,125
GOOG	Put	4.00K	$3,640
RGTI	Call	600	$3,315
MP	Call	100	$3,175
SLB	Call	7.70K	$3,135
QS	Call	2.00K	$3,010
AREC	Call	5.00K	$3,000
IRDM	Call	500	$2,775
WBD	Call	2.50K	$2,738
NFLX	Call	4.80K	$2,524
ABBV	Put	6.00K	$2,250
BRK-B	Call	300	$2,220
RUN	Call	2.50K	$2,150
RBLX	Call	200	$2,065
IBIT	Call	1.80K	$1,715
TMC	Call	1.40K	$1,642
NOK	Call	1.10K	$1,406
SOFI	Call	1.20K	$1,121
PEP	Call	2.80K	$1,078
SONY	Call	20.00K	$1,000
ASTS	Call	500	$753
PATH	Call	700	$715
RKLB	Call	200	$700
PTEN	Call	2.50K	$688
GRAB	Call	3.00K	$600
AVXL	Call	8.00K	$600
ADBE	Call	100	$545
SPCE	Call	2.60K	$537
LYFT	Call	1.00K	$515
HIMS	Call	400	$362
PL	Call	1.00K	$325
SOUN	Call	1.00K	$265
CLF	Call	5.00K	$175
EGHT	Call	1.50K	$150
NU	Call	100	$114
LLY	Put	100	$51
FXI	Call	5.00K	$50
ARRY	Call	1.00K	$1

13F melaporkan nosional opsi (saham yang mendasari dan nilai pasar) tetapi tidak mencakup strike, tanggal kedaluwarsa, atau apakah opsi dibeli atau ditulis — arah posisi tidak dapat disimpulkan. Metodologi

Usia posisi

2510–1 kuartal

38922–4 kuartal

Jumlah kuartal berturut-turut setiap posisi saat ini telah dilaporkan, dalam jendela data kami.

Manajer serupa

Manajer	Posisi umum	Tumpang tindih nama	Kemiripan tertimbang
Northwestern Mutual Wealth Management Co	3038	59.5%	0.7161	Bandingkan ⇄
Envestnet Asset Management Inc	3171	55.3%	0.6842	Bandingkan ⇄
Squarepoint Ops LLC	2206	47.9%	0.6535	Bandingkan ⇄
Mml Investors Services, Llc	2390	48.1%	0.6475	Bandingkan ⇄
Captrust Financial Advisors	2757	60.9%	0.6156	Bandingkan ⇄
Millennium Management	2619	50.9%	0.6059	Bandingkan ⇄
Corient Private Wealth LP	2630	59.0%	0.605	Bandingkan ⇄
Wealth Enhancement Advisory Services…	3149	64.5%	0.5766	Bandingkan ⇄

Kesamaan hanya berdasarkan posisi long yang dilaporkan — hedges dan aset non-13F tidak terlihat. Metodologi

Rekam pengajuan

Aug 13 2026 13F-HR · periode Q2 2026

$171.09B · 7,093 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

May 12 2026 13F-HR · periode Q1 2026

$147.42B · 4,753 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Feb 17 2026 13F-HR · periode Q4 2025

$139.71B · 4,596 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Nov 14 2025 13F-HR · periode Q3 2025

$130.88B · 6,684 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Aug 08 2025 13F-HR · periode Q2 2025

$117.10B · 6,216 kepemilikan tercantum · Lihat pengajuan SEC asli ↗

Asal-usul data: Semua kepemilikan yang diurai dari tabel informasi 13F manajer ini di SEC EDGAR; nilai sebagaimana dilaporkan, dalam USD penuh. Perubahan membandingkan versi terbaru yang diterima dari setiap kuartal (amandemen telah dimasukkan) berdasarkan jumlah saham yang disesuaikan dengan pemecahan saham. Periode pelaporan: Q2 2026 · pengajuan terbaru Aug 13, 2026 · Metodologi perubahan

☆ Creative Planning

Creative Planning