Scheda del gestore

Creative Planning

Overland Park, KS · CIK 1540235 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$171.09BValore 13F dichiarato

7,093Posizioni

41.7%Peso top-10

36.80Partecipazioni effettive

0.9%Turnover est.

+228Nuovo

−119Uscite

Il valore del portafoglio 13F dichiarato comprende solo le posizioni lunghe statunitensi soggette a obbligo di dichiarazione — esclusi liquidità, obbligazioni, posizioni corte e partecipazioni non statunitensi. Non corrisponde agli asset in gestione.

Valore dichiarato per trimestre Q4 2025 → Q2 2026

Esposizione settoriale

Servizi finanziari 77.5% (-1.9pp)

Tecnologia 9.7% (+1.6pp)

Industria 2.4% (+0.2pp)

Sanità 2.2% (+0.0pp)

Beni di consumo ciclici 2.2% (+0.1pp)

Servizi di comunicazione 1.9% (+0.0pp)

Beni di consumo difensivi 1.2% (-0.1pp)

Energia 1.0% (-0.2pp)

Materiali di base 0.7% (+0.1pp)

Utility 0.6% (+0.0pp)

Immobiliare 0.6% (+0.1pp)

Quota del valore comune dichiarato; (±pp) rispetto al trimestre precedente.

Il portafoglio · Q2 2026

#	Strumento finanziario	Peso	Valore	Quote	Δ azioni		Detenuto
1	IVV iShares Core S&P 500 ETF	10.8%	$18.22B	24.33M	+2.5%	▲ Add	3+
2	BND Vanguard Total Bond Market…	5.6%	$9.55B	130.12M	+7.7%	▲ Add	3+
3	VEA Vanguard FTSE Developed…	4.9%	$8.21B	115.26M	-2.9%	▼ Trim	3+
4	SPDW State Street SPDR Portfolio…	4.3%	$7.18B	142.54M	+7.9%	▲ Add	3+
5	SPMD State Street SPDR Portfolio…	4.0%	$6.78B	100.32M	+4.8%	▲ Add	3+
6	IEMG iShares Core MSCI Emerging…	3.8%	$6.48B	78.16M	+1.7%	▲ Add	3+
7	VV Vanguard Morningstar…	2.4%	$4.04B	11.75M	-1.8%	▼ Trim	3+
8	AAPL Apple Inc.	2.1%	$3.52B	12.18M	+2.3%	▲ Add	3+
9	BSV Vanguard Short-Term Bond ETF	2.0%	$3.38B	43.44M	+17.3%	▲ Add	3+
10	SPYM State Street SPDR Portfolio…	1.8%	$3.06B	34.79M	+5.1%	▲ Add	3+
11	NVDA NVIDIA Corporation	1.7%	$2.85B	14.25M	+8.6%	▲ Add	3+
12	AVUV Avantis U.S. Small Cap…	1.6%	$2.68B	21.46M	+7.0%	▲ Add	3+
13	AVDV Avantis International Small…	1.5%	$2.61B	25.29M	+7.3%	▲ Add	3+
14	VO Vanguard Morningstar…	1.5%	$2.57B	31.90M	-1.6% ✂	▼ Trim	3+
15	SCHX Schwab U.S. Large-Cap ETF	1.4%	$2.30B	78.25M	-0.9%	▼ Trim	3+
16	VCIT Vanguard Intermediate-Term…	1.3%	$2.29B	27.74M	+3.0%	▲ Add	3+
17	XLRE State Street Real Estate…	1.3%	$2.26B	51.35M	+8.0%	▲ Add	3+
18	DFAS Dimensional - US Small Cap…	1.3%	$2.26B	27.42M	+6.1%	▲ Add	3+
19	VTI Vanguard Morningstar Total…	1.3%	$2.22B	6.00M	-0.7%	▼ Trim	3+
20	SPY State Street SPDR S&P 500…	1.3%	$2.19B	2.94M	+0.2%	▲ Add	3+
21	SPSB State Street SPDR Portfolio…	1.0%	$1.68B	56.02M	+6.1%	▲ Add	3+
22	IDEV iShares Core MSCI…	1.0%	$1.63B	18.28M	-1.8%	▼ Trim	3+
23	MUB iShares National Muni Bond…	0.9%	$1.54B	14.34M	+3.0%	▲ Add	3+
24	MSFT Microsoft Corporation	0.9%	$1.52B	4.09M	+7.4%	▲ Add	3+
25	BRK-B Berkshire Hathaway Inc.	0.8%	$1.39B	2.79M	+0.3%	▲ Add	3+
26	VTEB Vanguard Tax-Exempt Bond ETF	0.8%	$1.34B	26.49M	-0.8%	▼ Trim	3+
27	AGG iShares Core U.S. Aggregate…	0.8%	$1.33B	13.45M	-2.8%	▼ Trim	3+
28	SCHF Schwab International Equity…	0.7%	$1.25B	45.11M	-2.4%	▼ Trim	3+
29	VGIT Vanguard Intermediate-Term…	0.7%	$1.23B	20.86M	+9.4%	▲ Add	3+
30	VNQ Vanguard Real Estate ETF	0.7%	$1.16B	12.04M	-2.9%	▼ Trim	3+
31	GOOGL Alphabet Inc.	0.7%	$1.11B	3.11M	+8.5%	▲ Add	3+
32	AMZN Amazon.com, Inc.	0.7%	$1.10B	4.61M	+8.8%	▲ Add	3+
33	SPEM State Street SPDR Portfolio…	0.6%	$1.07B	20.65M	-1.7%	▼ Trim	3+
34	SCHM Schwab U.S. Mid-Cap ETF	0.6%	$1.05B	28.41M	-1.4%	▼ Trim	3+
35	VOO Vanguard S&P 500 ETF	0.7%	$1.04B	1.52M	+2.3%	▲ Add	3+
36	VWO Vanguard FTSE Emerging…	0.6%	$1.04B	17.43M	-2.1%	▼ Trim	3+
37	DFAT Dimensional - US Targeted…	0.5%	$904.89M	12.95M	-1.6%	▼ Trim	3+
38	SCHE Schwab Emerging Markets…	0.4%	$744.94M	20.54M	-3.1%	▼ Trim	3+
39	AVGO Broadcom Inc.	0.4%	$711.56M	1.88M	+6.4%	▲ Add	3+
40	GOOG Alphabet Inc.	0.4%	$643.52M	1.82M	+5.9%	▲ Add	3+
41	VB Vanguard Morningstar…	0.4%	$603.25M	1.99M	-0.7%	▼ Trim	3+
42	VYM Vanguard High Dividend…	0.4%	$593.09M	3.75M	-0.1%	▼ Trim	3+
43	META Meta Platforms, Inc.	0.3%	$568.77M	1.01M	+7.9%	▲ Add	3+
44	QQQ Invesco QQQ Trust, Series 1	0.3%	$535.90M	727.72K	+2.1%	▲ Add	3+
45	LLY Eli Lilly and Company	0.3%	$525.89M	438.45K	+6.0%	▲ Add	3+
46	MU Micron Technology, Inc.	0.3%	$511.40M	443.05K	+11.5%	▲ Add	3+
47	JPM JPMorgan Chase & Co.	0.3%	$501.26M	1.53M	+3.1%	▲ Add	3+
48	AMAT Applied Materials, Inc.	0.3%	$476.49M	659.04K	+5.2%	▲ Add	3+
49	TSLA Tesla, Inc.	0.3%	$468.19M	1.11M	+7.2%	▲ Add	3+
50	SCHH Schwab U.S. REIT ETF	0.3%	$449.36M	18.98M	-3.4%	▼ Trim	3+
51	AMD Advanced Micro Devices, Inc.	0.3%	$438.38M	754.64K	+5.2%	▲ Add	3+
52	SPTM State Street SPDR Portfolio…	0.2%	$380.87M	4.20M	+2.9%	▲ Add	3+
53	IJH iShares Core S&P Mid-Cap ETF	0.2%	$374.89M	4.86M	+1.0%	▲ Add	3+
54	CAT Caterpillar Inc.	0.2%	$366.94M	344.58K	+3.8%	▲ Add	3+
55	JNJ Johnson & Johnson	0.2%	$346.17M	1.36M	+3.3%	▲ Add	3+
56	TSM Taiwan Semiconductor…	0.2%	$332.95M	697.18K	+10.9%	▲ Add	3+
57	ITOT iShares Core S&P Total U.S.…	0.2%	$328.34M	2.00M	+0.7%	▲ Add	3+
58	LRCX Lam Research Corporation	0.2%	$312.14M	720.33K	+2.0%	▲ Add	3+
59	XONA.DE Exxon Mobil Corporation	0.2%	$307.94M	2.25M	+2.2%	▲ Add	3+
60	SCZ iShares MSCI EAFE Small-Cap…	0.2%	$307.60M	3.74M	-3.2%	▼ Trim	3+
61	SUB iShares Short-Term National…	0.2%	$302.13M	2.84M	+1.7%	▲ Add	3+
62	V Visa Inc.	0.2%	$296.28M	863.55K	+10.1%	▲ Add	3+
63	VONV Vanguard Russell 1000 Value…	0.2%	$294.28M	2.77M	-7.4%	▼ Trim	3+
64	VIG Vanguard Dividend…	0.2%	$282.11M	1.19M	-0.7%	▼ Trim	3+
65	WMT Walmart Inc.	0.2%	$280.98M	2.48M	-0.2%	▼ Trim	3+
66	ABBV AbbVie Inc.	0.2%	$279.19M	1.11M	+2.1%	▲ Add	3+
67	COST Costco Wholesale Corporation	0.2%	$278.69M	297.91K	+1.8%	▲ Add	3+
68	DFUS Dimensional U.S. Equity ETF	0.2%	$272.09M	3.32M	-1.1%	▼ Trim	3+
69	DFUV Dimensional - US Marketwide…	0.2%	$266.82M	4.85M	-1.8%	▼ Trim	3+
70	VXF Vanguard Extended Market ETF	0.2%	$264.54M	1.07M	-3.1%	▼ Trim	3+
71	IWB iShares Russell 1000 ETF	0.2%	$264.43M	645.73K	+1.4%	▲ Add	3+
72	IEFA iShares Core MSCI EAFE ETF	0.2%	$258.64M	2.68M	-1.3%	▼ Trim	3+
73	VONG Vanguard Russell 1000…	0.1%	$256.96M	2.01M	-6.5%	▼ Trim	3+
74	WT WisdomTree, Inc.	0.4%	$251.05M	3.88M	-1.7%	▼ Trim	3+
75	SPIB State Street SPDR Portfolio…	0.1%	$249.29M	7.45M	-3.8%	▼ Trim	3+
76	PG The Procter & Gamble Company	0.1%	$243.63M	1.66M	-0.7%	▼ Trim	3+
77	CSCO Cisco Systems, Inc.	0.1%	$234.00M	1.99M	+5.9%	▲ Add	3+
78	HD The Home Depot, Inc.	0.1%	$221.18M	627.13K	+5.2%	▲ Add	3+
79	IWF iShares Russell 1000 Growth…	0.1%	$218.26M	1.76M	-0.9% ✂	▼ Trim	3+
80	IVV iShares Core S&P 500 ETF	10.8%	$211.67M	282.65K	+2.5%	▲ Add	3+
81	INTC Intel Corp.	0.1%	$211.51M	1.51M	+6.5%	▲ Add	3+
82	BAC Bank of America Corporation	0.1%	$209.42M	3.68M	+5.6%	▲ Add	3+
83	SCHA Schwab U.S. Small-Cap ETF	0.1%	$206.40M	5.71M	-2.0%	▼ Trim	3+
84	EFA iShares MSCI EAFE ETF	0.1%	$206.29M	1.99M	-2.3%	▼ Trim	3+
85	VTV Vanguard Morningstar Value…	0.1%	$200.95M	922.07K	+3.6%	▲ Add	3+
86	DOL WISDOMTREE TR	0.1%	$193.63M	2.60M	-0.3%	▼ Trim	3+
87	KO The Coca-Cola Company	0.1%	$192.78M	2.37M	+3.3%	▲ Add	3+
88	VUG Vanguard Morningstar Growth…	0.1%	$188.77M	2.19M	+4.0% ✂	▲ Add	3+
89	IJR iShares Core S&P Small-Cap…	0.1%	$182.49M	1.23M	-0.4%	▼ Trim	3+
90	ESGV Vanguard ESG U.S. Stock ETF	0.1%	$182.36M	1.38M	+0.5%	▲ Add	3+
91	DFIV Dimensional - International…	0.1%	$172.17M	3.19M	-1.0%	▼ Trim	3+
92	KLAC KLA Corporation	0.1%	$170.93M	566.53K	+1.9% ✂	▲ Add	3+
93	MRK Merck & Co., Inc.	0.1%	$170.26M	1.32M	+3.5%	▲ Add	3+
94	IWM iShares Russell 2000 ETF	0.1%	$166.96M	555.72K	-1.6%	▼ Trim	3+
95	MDY State Street SPDR S&P…	0.1%	$163.45M	232.39K	-5.0%	▼ Trim	3+
96	BRK-A Berkshire Hathaway Inc.	0.1%	$162.44M	217	-3.1%	▼ Trim	3+
97	ORCL Oracle Corporation	0.1%	$158.59M	1.08M	+5.6%	▲ Add	3+
98	SPSM State Street SPDR Portfolio…	0.1%	$156.84M	2.72M	-0.9%	▼ Trim	3+
99	CVX Chevron Corporation	0.1%	$155.45M	937.79K	+6.0%	▲ Add	3+
100	VGT Vanguard Information…	0.1%	$154.19M	1.29M	+4.1% ✂	▲ Add	3+
101	IBM International Business…	0.1%	$151.12M	537.38K	+9.5%	▲ Add	3+
102	SCHD Schwab U.S. Dividend Equity…	0.1%	$149.22M	4.71M	+7.7%	▲ Add	3+
103	MA Mastercard Incorporated	0.1%	$148.30M	288.74K	+5.2%	▲ Add	3+
104	GS The Goldman Sachs Group…	0.1%	$147.91M	146.25K	+8.0%	▲ Add	3+
105	UNH UnitedHealth Group…	0.1%	$141.97M	341.58K	+14.1%	▲ Add	3+
106	VGK Vanguard FTSE Europe ETF	0.1%	$140.34M	1.59M	+7.8%	▲ Add	3+
107	SCHC Schwab International…	0.1%	$135.69M	2.82M	-3.7%	▼ Trim	3+
108	SCHK Schwab 1000 Index ETF	0.1%	$135.20M	3.75M	-1.2%	▼ Trim	3+
109	SNDK Sandisk Corporation	0.1%	$134.59M	59.19K	+78.7%	▲ Add	3+
110	CRWD CrowdStrike Holdings, Inc.	0.1%	$134.39M	176.10K	-5.7%	▼ Trim	3+
111	IEI iShares 3-7 Year Treasury…	0.1%	$134.19M	1.14M	-2.5%	▼ Trim	3+
112	ANET Arista Networks, Inc.	0.1%	$134.19M	789.90K	+7.7%	▲ Add	3+
113	REET iShares Global REIT ETF	0.1%	$132.58M	4.80M	-6.2%	▼ Trim	3+
114	GE GE Aerospace	0.1%	$129.86M	347.46K	+7.4%	▲ Add	3+
115	RTX RTX Corporation	0.1%	$128.13M	675.34K	+7.2%	▲ Add	3+
116	VSGX Vanguard ESG International…	0.1%	$127.96M	1.55M	+1.6%	▲ Add	3+
117	PANW Palo Alto Networks, Inc.	0.1%	$127.94M	375.17K	-6.1%	▼ Trim	3+
118	BIL State Street SPDR Bloomberg…	0.1%	$127.29M	1.39M	-1.6%	▼ Trim	3+
119	GEV GE Vernova Inc.	0.1%	$126.72M	107.86K	+7.8%	▲ Add	3+
120	EWX SPDR INDEX SHS FDS	0.1%	$123.78M	1.67M	-3.4%	▼ Trim	3+
121	VEU Vanguard FTSE All-World…	0.1%	$123.30M	1.47M	+1.8%	▲ Add	3+
122	VEA Vanguard FTSE Developed…	4.9%	$122.55M	1.72M	-2.9%	▼ Trim	3+
123	DFAC Dimensional - US Core…	0.1%	$122.44M	2.76M	0.0%	▲ Add	3+
124	IWD iShares Russell 1000 Value…	0.1%	$122.07M	503.52K	-5.2%	▼ Trim	3+
125	AVUS Avantis U.S. Equity ETF	0.1%	$119.97M	936.71K	-3.2%	▼ Trim	3+
126	WT WisdomTree, Inc.	0.4%	$119.23M	1.24M	-1.7%	▼ Trim	3+
127	VSS Vanguard FTSE All-World…	0.1%	$118.82M	770.13K	+6.6%	▲ Add	3+
128	NFLX Netflix, Inc.	0.1%	$118.68M	1.66M	-0.2%	▼ Trim	3+
129	ABT Abbott Laboratories	0.1%	$117.41M	1.29M	+13.6%	▲ Add	3+
130	WDC Western Digital Corporation	0.1%	$116.72M	182.74K	+39.8%	▲ Add	3+
131	ASML ASML Holding N.V.	0.1%	$115.71M	58.16K	+15.3%	▲ Add	3+
132	WT WisdomTree, Inc.	0.4%	$113.68M	2.11M	-1.7%	▼ Trim	3+
133	AMLP Alerian MLP ETF	0.1%	$113.19M	2.18M	-1.0%	▼ Trim	3+
134	UNP Union Pacific Corporation	0.1%	$112.45M	413.40K	+3.2%	▲ Add	3+
135	PM Philip Morris International…	0.1%	$111.27M	615.05K	+9.3%	▲ Add	3+
136	MCD McDonald's Corporation	0.1%	$110.65M	409.34K	-7.1%	▼ Trim	3+
137	PEP PepsiCo, Inc.	0.1%	$110.51M	816.19K	-6.6%	▼ Trim	3+
138	IAGG iShares Core International…	0.1%	$110.40M	2.18M	-8.2%	▼ Trim	3+
139	APH Amphenol Corporation	0.1%	$109.89M	623.22K	+3.6%	▲ Add	3+
140	VCSH Vanguard Short-Term…	0.1%	$109.66M	1.39M	+5.3%	▲ Add	3+
141	SCHG Schwab U.S. Large-Cap…	0.1%	$108.96M	3.22M	-1.1%	▼ Trim	3+
142	XLK State Street Technology…	0.1%	$108.72M	570.63K	+6.0%	▲ Add	3+
143	ESGE iShares ESG Aware MSCI EM…	0.1%	$108.71M	1.99M	+0.6%	▲ Add	3+
144	SPHY State Street SPDR Portfolio…	0.1%	$107.68M	4.59M	-3.1%	▼ Trim	3+
145	MS Morgan Stanley	0.1%	$106.74M	510.63K	+8.8%	▲ Add	3+
146	WFC Wells Fargo & Company	0.1%	$105.17M	1.27M	+9.4%	▲ Add	3+
147	ETN Eaton Corporation plc	0.1%	$102.22M	239.88K	+0.3%	▲ Add	3+
148	BIV Vanguard Intermediate-Term…	0.1%	$101.87M	1.33M	+21.5%	▲ Add	3+
149	VV Vanguard Morningstar…	2.4%	$101.00M	293.68K	-1.8%	▼ Trim	3+
150	VWOB Vanguard Emerging Markets…	0.1%	$100.98M	1.50M	-14.1%	▼ Trim	3+
151	QCOM QUALCOMM Incorporated	0.1%	$98.68M	534.00K	+5.9%	▲ Add	3+
152	IWR iShares Russell Mid-Cap ETF	0.1%	$98.01M	888.44K	-2.2%	▼ Trim	3+
153	SCHX Schwab U.S. Large-Cap ETF	1.4%	$95.96M	3.26M	-0.9%	▼ Trim	3+
154	SPDW State Street SPDR Portfolio…	4.3%	$95.87M	1.90M	+7.9%	▲ Add	3+
155	SPYG State Street SPDR Portfolio…	0.1%	$95.83M	805.34K	+10.9%	▲ Add	3+
156	SCHB Schwab U.S. Broad Market ETF	0.1%	$95.54M	3.30M	+3.2%	▲ Add	3+
157	LMT Lockheed Martin Corporation	0.1%	$94.62M	185.73K	+10.6%	▲ Add	3+
158	VOO Vanguard S&P 500 ETF	0.7%	$93.78M	136.54K	+2.3%	▲ Add	3+
159	MLPA Global X - MLP ETF	0.1%	$93.64M	1.76M	-3.3%	▼ Trim	3+
160	AXP American Express Company	0.1%	$92.64M	273.88K	+15.4%	▲ Add	3+
161	BA The Boeing Company	0.1%	$91.76M	423.91K	+9.7%	▲ Add	3+
162	VOE Vanguard Morningstar…	0.1%	$91.74M	464.28K	+7.3%	▲ Add	3+
163	IVW iShares S&P 500 Growth ETF	0.1%	$91.20M	663.10K	-0.2%	▼ Trim	3+
164	AMGN Amgen Inc.	0.1%	$90.24M	249.20K	+4.6%	▲ Add	3+
165	TXN Texas Instruments…	0.1%	$89.73M	301.04K	+11.2%	▲ Add	3+
166	NEE NextEra Energy, Inc.	0.1%	$89.66M	1.02M	-0.2%	▼ Trim	3+
167	GLW Corning Inc	0.1%	$89.50M	350.38K	+7.6%	▲ Add	3+
168	NVDA NVIDIA Corporation	1.7%	$89.12M	445.42K	+8.6%	▲ Add	3+
169	ASX ASE Technology Holding Co.…	0.1%	$87.56M	1.94M	+5.4%	▲ Add	3+
170	ESML iShares ESG Aware MSCI USA…	0.1%	$85.77M	1.53M	+1.4%	▲ Add	3+
171	AVEM Avantis Emerging Markets…	0.1%	$85.73M	888.53K	-3.0%	▼ Trim	3+
172	VXUS Vanguard Total…	0.1%	$84.47M	988.12K	+4.9%	▲ Add	3+
173	NVS Novartis AG	0.1%	$83.53M	532.96K	+3.4%	▲ Add	3+
174	WT WisdomTree, Inc.	0.4%	$83.24M	1.47M	-1.7%	▼ Trim	3+
175	DFSV Dimensional - US Small Cap…	0.1%	$83.01M	2.14M	-1.1%	▼ Trim	3+
176	DELL Dell Technologies Inc.	0.0%	$82.99M	192.34K	-14.3%	▼ Trim	3+
177	VBR Vanguard Morningstar…	0.0%	$82.40M	339.11K	+8.5%	▲ Add	3+
178	DFIS Dimensional - International…	0.0%	$81.71M	2.33M	-0.7%	▼ Trim	3+
179	EMXC iShares MSCI Emerging…	0.0%	$81.12M	792.92K	-1.2%	▼ Trim	3+
180	PLTR Palantir Technologies Inc.	0.0%	$80.45M	689.52K	-2.3%	▼ Trim	3+
181	GLD SPDR Gold Shares	0.0%	$79.47M	215.74K	+1.3%	▲ Add	3+
182	TJX The TJX Companies, Inc.	0.0%	$79.32M	523.56K	-0.3%	▼ Trim	3+
183	LQD iShares iBoxx $ Investment…	0.0%	$75.17M	689.18K	+28.1%	▲ Add	3+
184	VGSH Vanguard Short-Term…	0.0%	$74.48M	1.28M	-6.1%	▼ Trim	3+
185	IGOV ISHARES TR	0.0%	$74.04M	1.80M	+18.1%	▲ Add	3+
186	DIS The Walt Disney Company	0.0%	$73.13M	759.80K	+17.8%	▲ Add	3+
187	CB Chubb Limited	0.0%	$72.30M	212.18K	+3.6%	▲ Add	3+
188	STX Seagate Technology Holdings…	0.0%	$71.63M	74.22K	+18.5%	▲ Add	3+
189	MRVL Marvell Technology, Inc.	0.0%	$70.49M	236.62K	-1.1%	▼ Trim	3+
190	VYMI Vanguard International High…	0.0%	$70.04M	713.27K	+2.4%	▲ Add	3+
191	ADI Analog Devices, Inc.	0.0%	$69.14M	174.08K	+6.3%	▲ Add	3+
192	PLD Prologis, Inc.	0.0%	$67.86M	500.94K	+9.0%	▲ Add	3+
193	SCHW The Charles Schwab…	0.0%	$67.84M	735.21K	+0.9%	▲ Add	3+
194	FNDX Schwab Fundamental U.S.…	0.0%	$67.40M	2.17M	+0.5%	▲ Add	3+
195	TMO Thermo Fisher Scientific…	0.0%	$67.02M	133.68K	+6.3%	▲ Add	3+
196	IWO iShares Russell 2000 Growth…	0.0%	$66.69M	169.27K	-2.6%	▼ Trim	3+
197	FIX Comfort Systems USA, Inc.	0.0%	$66.59M	33.60K	+6.6%	▲ Add	3+
198	FTNT Fortinet, Inc.	0.0%	$66.55M	433.21K	+9.2%	▲ Add	3+
199	DE Deere & Company	0.0%	$66.40M	104.67K	+1.2%	▲ Add	3+
200	AAPL Apple Inc.	2.1%	$65.78M	227.32K	+2.3%	▲ Add	3+
201	VO Vanguard Morningstar…	1.5%	$65.60M	814.19K	-1.6% ✂	▼ Trim	3+
202	UMC United Microelectronics…	0.0%	$65.00M	2.39M	+3.6%	▲ Add	3+
203	VT Vanguard Total World Stock…	0.0%	$64.64M	411.83K	+10.4%	▲ Add	3+
204	LIN Linde plc	0.0%	$64.62M	124.51K	+17.7%	▲ Add	3+
205	IEMG iShares Core MSCI Emerging…	3.8%	$64.58M	779.57K	+1.7%	▲ Add	3+
206	TCAF T. Rowe Price Capital…	0.0%	$64.56M	1.57M	-3.1%	▼ Trim	3+
207	RY Royal Bank of Canada	0.0%	$64.19M	310.13K	+6.9%	▲ Add	3+
208	SCHV Schwab U.S. Large-Cap Value…	0.0%	$63.93M	1.84M	-4.3%	▼ Trim	3+
209	SDY State Street SPDR S&P…	0.0%	$63.05M	414.34K	-3.5%	▼ Trim	3+
210	MO Altria Group, Inc.	0.0%	$62.99M	875.43K	+6.7%	▲ Add	3+
211	CMI Cummins Inc.	0.0%	$62.96M	88.28K	+8.3%	▲ Add	3+
212	SPMD State Street SPDR Portfolio…	4.0%	$62.96M	931.85K	+4.8%	▲ Add	3+
213	VZ Verizon Communications Inc.	0.0%	$62.92M	1.49M	+9.4%	▲ Add	3+
214	VRTX Vertex Pharmaceuticals…	0.0%	$62.69M	126.20K	+16.6%	▲ Add	3+
215	DUK Duke Energy Corporation	0.0%	$62.13M	490.86K	+12.2%	▲ Add	3+
216	AEP American Electric Power…	0.0%	$61.34M	448.36K	+13.3%	▲ Add	3+
217	RSP Invesco S&P 500 Equal…	0.0%	$61.30M	288.10K	+3.6%	▲ Add	3+
218	AVDE Avantis International…	0.0%	$61.25M	686.66K	+11.2%	▲ Add	3+
219	MAR Marriott International, Inc.	0.0%	$61.20M	165.14K	-4.2%	▼ Trim	3+
220	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$61.13M	594.61K	+0.4%	▲ Add	3+
221	VRT Vertiv Holdings Co	0.0%	$60.39M	180.37K	+6.9%	▲ Add	3+
222	BE Bloom Energy Corporation	0.0%	$59.88M	197.83K	+18.5%	▲ Add	3+
223	SNOW Snowflake Inc.	0.0%	$59.88M	235.28K	-0.2%	▼ Trim	3+
224	IAU iShares Gold Trust	0.0%	$59.64M	789.78K	-3.5%	▼ Trim	3+
225	SO The Southern Company	0.0%	$59.29M	619.45K	+6.1%	▲ Add	3+
226	SBUX Starbucks Corporation	0.0%	$58.44M	571.83K	+14.0%	▲ Add	3+
227	DIA State Street SPDR Dow Jones…	0.0%	$57.96M	110.95K	+2.2%	▲ Add	3+
228	DOV Dover Corporation	0.0%	$57.63M	256.97K	-1.8%	▼ Trim	3+
229	DFAE Dimensional - Emerging Core…	0.0%	$56.60M	1.41M	-2.3%	▼ Trim	3+
230	MCK McKesson Corporation	0.0%	$55.98M	74.08K	-3.5%	▼ Trim	3+
231	MGK Vanguard Morningstar Mega…	0.0%	$55.58M	632.24K	-3.0% ✂	▼ Trim	3+
232	IWP iShares Russell Mid-Cap…	0.0%	$55.00M	375.66K	-1.9%	▼ Trim	3+
233	PSX Phillips 66	0.0%	$54.66M	323.31K	+8.9%	▲ Add	3+
234	ISRG Intuitive Surgical, Inc.	0.0%	$54.28M	136.49K	+9.4%	▲ Add	3+
235	WT WisdomTree, Inc.	0.4%	$53.53M	1.32M	-1.7%	▼ Trim	3+
236	SHOP Shopify Inc.	0.0%	$53.10M	465.06K	+6.7%	▲ Add	3+
237	COF Capital One Financial…	0.0%	$53.03M	264.31K	+19.5%	▲ Add	3+
238	ACN Accenture plc	0.0%	$52.76M	423.98K	+49.0%	▲ Add	3+
239	SNPS Synopsys, Inc.	0.0%	$52.50M	117.69K	+66.3%	▲ Add	3+
240	NOC Northrop Grumman Corporation	0.0%	$52.34M	102.77K	+37.3%	▲ Add	3+
241	ESGU iShares ESG Aware MSCI USA…	0.0%	$51.89M	317.06K	+1.3%	▲ Add	3+
242	CRM Salesforce, Inc.	0.0%	$51.86M	331.01K	-12.5%	▼ Trim	3+
243	C Citigroup Inc.	0.0%	$51.75M	369.78K	+3.7%	▲ Add	3+
244	WELL Welltower Inc.	0.0%	$51.70M	227.76K	+5.0%	▲ Add	3+
245	TT Trane Technologies plc	0.0%	$51.55M	104.95K	+7.4%	▲ Add	3+
246	GILD Gilead Sciences, Inc.	0.0%	$51.28M	405.87K	+1.2%	▲ Add	3+
247	BX Blackstone Inc.	0.0%	$51.15M	434.66K	+8.7%	▲ Add	3+
248	VBK Vanguard Morningstar…	0.0%	$50.99M	139.44K	+13.2%	▲ Add	3+
249	SGOV iShares 0-3 Month Treasury…	0.0%	$50.78M	504.46K	+40.9%	▲ Add	3+
250	SPYM State Street SPDR Portfolio…	1.8%	$50.55M	575.22K	+5.1%	▲ Add	3+
251	BMY Bristol-Myers Squibb Company	0.0%	$50.40M	874.72K	-4.4%	▼ Trim	3+
252	LOW Lowe's Companies, Inc.	0.0%	$50.10M	227.24K	-10.6%	▼ Trim	3+
253	MUB iShares National Muni Bond…	0.9%	$49.78M	462.60K	+3.0%	▲ Add	3+
254	VOT Vanguard Morningstar…	0.0%	$49.74M	162.38K	+16.2%	▲ Add	3+
255	PH Parker-Hannifin Corporation	0.0%	$49.42M	50.53K	+14.2%	▲ Add	3+
256	NOW ServiceNow, Inc.	0.0%	$49.32M	496.77K	-5.5%	▼ Trim	3+
257	TRV The Travelers Companies…	0.0%	$48.97M	148.33K	+8.0%	▲ Add	3+
258	TGT Target Corporation	0.0%	$48.74M	373.16K	+4.5%	▲ Add	3+
259	PFE Pfizer Inc.	0.0%	$48.66M	2.02M	-3.0%	▼ Trim	3+
260	DVY iShares Select Dividend ETF	0.0%	$48.42M	309.77K	+0.3%	▲ Add	3+
261	WT WisdomTree, Inc.	0.4%	$48.15M	919.27K	-1.7%	▼ Trim	3+
262	QUAL iShares MSCI USA Quality…	0.0%	$48.12M	219.31K	+62.6%	▲ Add	3+
263	EEM iShares MSCI Emerging…	0.0%	$47.87M	699.82K	-2.7%	▼ Trim	3+
264	USB U.S. Bancorp	0.0%	$47.68M	789.38K	+6.6%	▲ Add	3+
265	DAL Delta Air Lines, Inc.	0.0%	$47.49M	507.06K	+15.3%	▲ Add	3+
266	TROW T. Rowe Price Group, Inc.	0.0%	$47.23M	415.42K	+329.6%	▲ Add	3+
267	T AT&T Inc.	0.0%	$46.71M	2.26M	+0.9%	▲ Add	3+
268	EVRG Evergy, Inc.	0.0%	$45.62M	527.80K	+42.9%	▲ Add	3+
269	SPGI S&P Global Inc.	0.0%	$45.14M	110.83K	-3.8%	▼ Trim	3+
270	SPYV State Street SPDR Portfolio…	0.0%	$44.95M	739.44K	+6.3%	▲ Add	3+
271	DLR Digital Realty Trust, Inc.	0.0%	$44.62M	248.45K	+1.0%	▲ Add	3+
272	AVSC Avantis U.S. Small Cap…	0.0%	$44.26M	603.50K	-0.5%	▼ Trim	3+
273	GEL Genesis Energy, L.P.	0.0%	$44.00M	3.11M	0.0%	▼ Trim	3+
274	RIO Rio Tinto Group	0.0%	$43.59M	459.22K	+8.5%	▲ Add	3+
275	FDX FedEx Corporation	0.0%	$43.37M	138.52K	-15.7% ✂	▼ Trim	3+
276	XEL Xcel Energy Inc.	0.0%	$42.70M	531.79K	+21.1%	▲ Add	3+
277	FLV AMERICAN CENTY ETF TR	0.0%	$42.57M	523.56K	-0.6%	▼ Trim	3+
278	SYK Stryker Corporation	0.0%	$42.51M	135.03K	+12.7%	▲ Add	3+
279	ED Consolidated Edison, Inc.	0.0%	$42.49M	384.06K	+41.8%	▲ Add	3+
280	MPC Marathon Petroleum…	0.0%	$42.46M	166.09K	-3.9%	▼ Trim	3+
281	AZN AstraZeneca PLC	0.0%	$42.36M	223.39K	-1.0%	▼ Trim	3+
282	IDEV iShares Core MSCI…	1.0%	$42.11M	473.07K	-1.8%	▼ Trim	3+
283	ORLY O'Reilly Automotive, Inc.	0.0%	$42.10M	457.18K	+8.6%	▲ Add	3+
284	VTEB Vanguard Tax-Exempt Bond ETF	0.8%	$42.07M	831.84K	-0.8%	▼ Trim	3+
285	IVE iShares S&P 500 Value ETF	0.0%	$42.06M	185.24K	+1.5%	▲ Add	3+
286	GD General Dynamics Corporation	0.0%	$41.84M	118.10K	+2.9%	▲ Add	3+
287	BHP BHP Group Limited	0.0%	$41.73M	500.95K	+20.3%	▲ Add	3+
288	APP AppLovin Corporation	0.0%	$41.49M	80.53K	+3.2%	▲ Add	3+
289	CMCSA Comcast Corporation	0.0%	$41.33M	1.68M	-5.9%	▼ Trim	3+
290	BND Vanguard Total Bond Market…	5.6%	$40.65M	553.74K	+7.7%	▲ Add	3+
291	CL Colgate-Palmolive Company	0.0%	$40.49M	441.69K	+14.4%	▲ Add	3+
292	EMR Emerson Electric Co.	0.0%	$40.46M	282.67K	+3.3%	▲ Add	3+
293	COP ConocoPhillips	0.0%	$40.27M	387.37K	+2.1%	▲ Add	3+
294	EW Edwards Lifesciences…	0.0%	$39.98M	442.01K	+1.8%	▲ Add	3+
295	ADP Automatic Data Processing…	0.0%	$39.77M	177.58K	+54.5%	▲ Add	3+
296	CARR Carrier Global Corporation	0.0%	$38.90M	530.34K	+10.0%	▲ Add	3+
297	GOOG Alphabet Inc.	0.4%	$38.76M	109.71K	+5.9%	▲ Add	3+
298	SPEM State Street SPDR Portfolio…	0.6%	$38.73M	747.90K	-1.7%	▼ Trim	3+
299	SHEL Shell plc	0.0%	$38.62M	498.10K	+14.6%	▲ Add	3+
300	PWR Quanta Services, Inc.	0.0%	$38.48M	53.44K	+8.3%	▲ Add	3+
301	CACI CACI International Inc	0.0%	$38.39M	82.87K	-3.4%	▼ Trim	3+
302	WM Waste Management, Inc.	0.0%	$38.04M	170.66K	-8.7%	▼ Trim	3+
303	UPS United Parcel Service, Inc.	0.0%	$38.03M	353.81K	+4.8%	▲ Add	3+
304	VNQI Vanguard Global ex-U.S.…	0.0%	$37.99M	847.09K	+10.7%	▲ Add	3+
305	CSX CSX Corporation	0.0%	$37.92M	797.85K	+3.9%	▲ Add	3+
306	IYW iShares U.S. Technology ETF	0.0%	$37.72M	149.56K	-0.2%	▼ Trim	3+
307	ZS Zscaler, Inc.	0.0%	$37.69M	267.03K	+102.4%	▲ Add	3+
308	BN Brookfield Corporation	0.0%	$37.53M	881.12K	+11.5%	▲ Add	3+
309	DHR Danaher Corporation	0.0%	$37.49M	196.84K	+5.5%	▲ Add	3+
310	CAT Caterpillar Inc.	0.2%	$37.40M	35.12K	+3.8%	▲ Add	3+
311	ROST Ross Stores, Inc.	0.0%	$37.20M	174.77K	+20.4%	▲ Add	3+
312	HON Honeywell International Inc.	0.0%	$37.02M	165.33K	-1.5% ✂	▼ Trim	3+
313	MMM 3M Company	0.0%	$36.91M	227.95K	+2.7%	▲ Add	3+
314	EOG EOG Resources, Inc.	0.0%	$36.89M	284.38K	+56.3%	▲ Add	3+
315	BKNG Booking Holdings Inc.	0.0%	$36.77M	206.32K	-28.9% ✂	▼ Trim	3+
316	FLEX Flex Ltd.	0.0%	$36.54M	225.44K	+10.3%	▲ Add	3+
317	DFAU Dimensional - US Core…	0.0%	$36.46M	705.30K	-0.5%	▼ Trim	3+
318	SONY Sony Group Corporation	0.0%	$36.39M	1.81M	-2.0%	▼ Trim	3+
319	HONA Honeywell Aerospace Inc	0.0%	$36.25M	163.96K	Nuovo	New	1
320	GLDM SPDR Gold MiniShares Trust	0.0%	$36.20M	455.86K	-16.6%	▼ Trim	3+
321	VLO Valero Energy Corporation	0.0%	$35.92M	137.93K	+16.4%	▲ Add	3+
322	FCX Freeport-McMoRan Inc.	0.0%	$35.79M	569.10K	+27.3%	▲ Add	3+
323	TD The Toronto-Dominion Bank	0.0%	$35.74M	294.36K	+17.3%	▲ Add	3+
324	SKM SK Telecom Co.,Ltd	0.0%	$35.61M	1.11M	+10.7%	▲ Add	3+
325	AFL Aflac Incorporated	0.0%	$35.48M	302.62K	+17.2%	▲ Add	3+
326	MDT Medtronic plc	0.0%	$35.20M	450.00K	+35.7%	▲ Add	3+
327	DISV Dimensional - International…	0.0%	$35.14M	875.67K	-0.4%	▼ Trim	3+
328	SAN Banco Santander, S.A.	0.0%	$35.08M	2.54M	+13.6%	▲ Add	3+
329	SLYV State Street SPDR S&P 600…	0.0%	$35.04M	321.10K	-8.6%	▼ Trim	3+
330	TMUS T-Mobile US, Inc.	0.0%	$34.92M	208.22K	+27.5%	▲ Add	3+
331	TER Teradyne, Inc.	0.0%	$34.72M	71.77K	+21.8%	▲ Add	3+
332	GOOGL Alphabet Inc.	0.7%	$34.51M	96.58K	+8.5%	▲ Add	3+
333	SCHP Schwab US TIPS ETF	0.0%	$34.45M	1.30M	-14.6%	▼ Trim	3+
334	CRDO Credo Technology Group…	0.0%	$34.09M	125.36K	+30.7%	▲ Add	3+
335	LHX L3Harris Technologies, Inc.	0.0%	$33.85M	116.50K	+47.6%	▲ Add	3+
336	CVS CVS Health Corp.	0.0%	$33.84M	327.12K	+25.3%	▲ Add	3+
337	FBND Fidelity Total Bond ETF	0.0%	$33.60M	738.72K	-4.8%	▼ Trim	3+
338	MINT PIMCO Enhanced Short…	0.0%	$33.58M	333.07K	+30.0%	▲ Add	3+
339	CDNS Cadence Design Systems, Inc.	0.0%	$33.56M	89.43K	+17.8%	▲ Add	3+
340	PNC The PNC Financial Services…	0.0%	$33.46M	135.91K	+12.4%	▲ Add	3+
341	UAL United Airlines Holdings…	0.0%	$33.35M	245.27K	+18.8%	▲ Add	3+
342	DVYE ISHARES INC	0.0%	$33.31M	1.03M	+2.3%	▲ Add	3+
343	DFAS Dimensional - US Small Cap…	1.3%	$33.30M	404.45K	+6.1%	▲ Add	3+
344	D Dominion Energy, Inc.	0.0%	$33.04M	483.80K	+9.4%	▲ Add	3+
345	JCI Johnson Controls…	0.0%	$32.98M	225.73K	+14.2%	▲ Add	3+
346	PGR The Progressive Corporation	0.0%	$32.93M	150.74K	+14.6%	▲ Add	3+
347	WMB The Williams Companies, Inc.	0.0%	$32.82M	441.51K	+2.9%	▲ Add	3+
348	EFAV iShares MSCI EAFE Min Vol…	0.0%	$32.72M	373.08K	-6.9%	▼ Trim	3+
349	QQQM Invesco NASDAQ 100 ETF	0.0%	$32.59M	107.58K	+8.9%	▲ Add	3+
350	EPD Enterprise Products…	0.0%	$32.55M	885.43K	-7.8%	▼ Trim	3+
351	CGBD CARLYLE SECURED LENDING INC	0.0%	$32.47M	3.08M	-4.5%	▼ Trim	3+
352	CTVA Corteva, Inc.	0.0%	$32.45M	383.17K	+15.0%	▲ Add	3+
353	WST West Pharmaceutical…	0.0%	$32.36M	90.15K	+8.6%	▲ Add	3+
354	NKE NIKE, Inc.	0.0%	$32.30M	786.82K	+16.5%	▲ Add	3+
355	OKE ONEOK, Inc.	0.0%	$32.24M	370.86K	+7.3%	▲ Add	3+
356	SPAB State Street SPDR Portfolio…	0.0%	$31.94M	1.25M	-1.2%	▼ Trim	3+
357	DGRO iShares Core Dividend…	0.0%	$31.60M	416.88K	+3.1%	▲ Add	3+
358	USMV iShares MSCI USA Min Vol…	0.0%	$31.58M	327.41K	+0.6%	▲ Add	3+
359	BLK BlackRock, Inc.	0.0%	$31.57M	32.83K	+13.0%	▲ Add	3+
360	ODFL Old Dominion Freight Line…	0.0%	$31.49M	145.40K	+14.8%	▲ Add	3+
361	SUSC iShares ESG Aware USD…	0.0%	$31.37M	1.36M	+4.3%	▲ Add	3+
362	KEYS Keysight Technologies, Inc.	0.0%	$31.35M	89.56K	+19.2%	▲ Add	3+
363	ONEY SPDR SERIES TRUST	0.0%	$31.32M	244.50K	+5.0%	▲ Add	3+
364	FNDF Schwab Fundamental…	0.0%	$31.28M	592.91K	+2.3%	▲ Add	3+
365	BRK-B Berkshire Hathaway Inc.	0.8%	$31.17M	62.30K	+0.3%	▲ Add	3+
366	PAYX Paychex, Inc.	0.0%	$31.17M	316.96K	+44.3%	▲ Add	3+
367	NET Cloudflare, Inc.	0.0%	$31.13M	126.91K	+37.5%	▲ Add	3+
368	ALL The Allstate Corporation	0.0%	$31.07M	130.58K	+15.6%	▲ Add	3+
369	O Realty Income Corporation	0.0%	$31.00M	500.28K	+8.4%	▲ Add	3+
370	BSV Vanguard Short-Term Bond ETF	2.0%	$30.82M	395.61K	+17.3%	▲ Add	3+
371	ABNB Airbnb, Inc.	0.0%	$30.74M	214.79K	+17.9%	▲ Add	3+
372	KB KB Financial Group Inc.	0.0%	$30.73M	292.76K	+62.4%	▲ Add	3+
373	NUE Nucor Corporation	0.0%	$30.65M	137.59K	+2.0%	▲ Add	3+
374	HWM Howmet Aerospace Inc.	0.0%	$30.57M	113.72K	+7.1%	▲ Add	3+
375	TDIV First Trust NASDAQ…	0.0%	$30.56M	266.00K	-1.5%	▼ Trim	3+
376	NVO Novo Nordisk A/S	0.0%	$30.45M	635.27K	+43.2%	▲ Add	3+
377	EXC Exelon Corporation	0.0%	$30.33M	650.65K	+41.7%	▲ Add	3+
378	HCA HCA Healthcare, Inc.	0.0%	$30.18M	77.40K	-9.8%	▼ Trim	3+
379	AEE Ameren Corporation	0.0%	$30.17M	266.85K	+43.7%	▲ Add	3+
380	MUFG Mitsubishi UFJ Financial…	0.0%	$30.08M	1.51M	+17.7%	▲ Add	3+
381	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$30.01M	210.79K	-2.5%	▼ Trim	3+
382	BXSL Blackstone Secured Lending…	0.0%	$29.84M	1.26M	-5.3%	▼ Trim	3+
383	SYY Sysco Corporation	0.0%	$29.81M	356.69K	+25.5%	▲ Add	3+
384	SMH VanEck Semiconductor ETF	0.0%	$29.58M	45.10K	-0.5%	▼ Trim	3+
385	BIIB Biogen Inc.	0.0%	$29.58M	136.91K	+18.2%	▲ Add	3+
386	MAA Mid-America Apartment…	0.0%	$29.56M	212.77K	+172.0%	▲ Add	3+
387	UBER Uber Technologies, Inc.	0.0%	$29.50M	408.87K	-11.2%	▼ Trim	3+
388	CI Cigna Corporation	0.0%	$29.44M	106.78K	+13.9%	▲ Add	3+
389	ADBE Adobe Inc.	0.0%	$29.26M	142.72K	-5.0%	▼ Trim	3+
390	SHG Shinhan Financial Group…	0.0%	$29.25M	462.47K	+56.3%	▲ Add	3+
391	CNC Centene Corp.	0.0%	$29.23M	455.35K	+1.8%	▲ Add	3+
392	WF Woori Financial Group Inc.	0.0%	$29.12M	507.40K	+32.9%	▲ Add	3+
393	MDLZ Mondelez International, Inc.	0.0%	$28.97M	500.80K	+20.2%	▲ Add	3+
394	PCG PG&E Corporation	0.0%	$28.81M	1.71M	+31.3%	▲ Add	3+
395	GWW W.W. Grainger, Inc.	0.0%	$28.76M	21.14K	+13.2%	▲ Add	3+
396	BNY Bank of New York Mellon Corp	0.0%	$28.63M	197.97K	+4.5%	▲ Add	3+
397	NNN NNN REIT, Inc.	0.0%	$28.47M	611.77K	+36.8%	▲ Add	3+
398	XLI State Street Industrial…	0.0%	$28.40M	153.31K	+0.2%	▲ Add	3+
399	DFAI Dimensional - International…	0.0%	$28.28M	685.68K	-1.5%	▼ Trim	3+
400	VTI Vanguard Morningstar Total…	1.3%	$28.24M	76.32K	-0.7%	▼ Trim	3+
401	AMT American Tower Corporation	0.0%	$28.21M	172.45K	+12.7%	▲ Add	3+
402	EIX Edison International	0.0%	$28.17M	378.43K	+8.8%	▲ Add	3+
403	CRS Carpenter Technology…	0.0%	$27.95M	45.32K	+50.6%	▲ Add	3+
404	HSBC HSBC Holdings plc	0.0%	$27.70M	291.28K	-0.8%	▼ Trim	3+
405	STRL Sterling Infrastructure…	0.0%	$27.69M	32.99K	+16.6%	▲ Add	3+
406	LNT Alliant Energy Corporation	0.0%	$27.60M	361.83K	+39.5%	▲ Add	3+
407	ITW Illinois Tool Works Inc.	0.0%	$27.54M	101.81K	+8.8%	▲ Add	3+
408	IFRA iShares U.S. Infrastructure…	0.0%	$27.28M	432.80K	+1.0%	▲ Add	3+
409	BWX SPDR SERIES TRUST	0.0%	$27.19M	1.25M	-7.0%	▼ Trim	3+
410	EQIX Equinix, Inc.	0.0%	$26.88M	25.78K	+21.3%	▲ Add	3+
411	VICI VICI Properties Inc.	0.0%	$26.82M	1.01M	+36.3%	▲ Add	3+
412	SPCX Space Exploration…	0.0%	$26.76M	156.61K	Nuovo	New	1
413	MPWR Monolithic Power Systems…	0.0%	$26.62M	19.26K	+4.2%	▲ Add	3+
414	CEG Constellation Energy…	0.0%	$26.55M	106.88K	-2.6%	▼ Trim	3+
415	UL Unilever PLC	0.0%	$26.55M	441.54K	+11.7%	▲ Add	3+
416	IJJ iShares S&P Mid-Cap 400…	0.0%	$26.42M	178.83K	-9.8%	▼ Trim	3+
417	MET MetLife, Inc.	0.0%	$26.35M	311.46K	+25.0%	▲ Add	3+
418	XLF State Street Financial…	0.0%	$26.29M	490.31K	-6.0%	▼ Trim	3+
419	FAST Fastenal Company	0.0%	$26.19M	545.32K	-32.9%	▼ Trim	3+
420	URI United Rentals, Inc.	0.0%	$26.14M	23.08K	+18.2%	▲ Add	3+
421	NVR NVR, Inc.	0.0%	$26.06M	3.82K	+72.2%	▲ Add	3+
422	CTAS Cintas Corporation	0.0%	$25.88M	152.17K	+5.2%	▲ Add	3+
423	HPE Hewlett Packard Enterprise…	0.0%	$25.82M	572.41K	+14.5%	▲ Add	3+
424	ATO Atmos Energy Corporation	0.0%	$25.79M	149.71K	+14.5%	▲ Add	3+
425	KMI Kinder Morgan, Inc.	0.0%	$25.67M	802.91K	-2.0%	▼ Trim	3+
426	IXUS iShares Core MSCI Total…	0.0%	$25.61M	268.32K	+6.4%	▲ Add	3+
427	MSFT Microsoft Corporation	0.9%	$25.48M	68.31K	+7.4%	▲ Add	3+
428	BSY Bentley Systems…	0.0%	$25.47M	852.07K	+3.1%	▲ Add	3+
429	SCHF Schwab International Equity…	0.7%	$25.44M	918.54K	-2.4%	▼ Trim	3+
430	CHT Chunghwa Telecom Co., Ltd.	0.0%	$25.40M	573.90K	+35.5%	▲ Add	3+
431	CIEN Ciena Corporation	0.0%	$25.23M	51.44K	+7.1%	▲ Add	3+
432	FITB Fifth Third Bancorp	0.0%	$25.22M	447.46K	+11.3%	▲ Add	3+
433	TFC Truist Financial Corporation	0.0%	$25.20M	505.79K	+2.1%	▲ Add	3+
434	DFAT Dimensional - US Targeted…	0.5%	$25.14M	359.69K	-1.6%	▼ Trim	3+
435	APD Air Products and Chemicals…	0.0%	$25.13M	85.71K	-2.1%	▼ Trim	3+
436	JBHT J.B. Hunt Transport…	0.0%	$24.93M	86.12K	+11.5%	▲ Add	3+
437	A Agilent Technologies, Inc.	0.0%	$24.88M	187.28K	+54.9%	▲ Add	3+
438	WEC WEC Energy Group, Inc.	0.0%	$24.70M	211.52K	+19.1%	▲ Add	3+
439	STIP iShares 0-5 Year TIPS Bond…	0.0%	$24.65M	241.28K	-11.3%	▼ Trim	3+
440	NEM Newmont Corporation	0.0%	$24.53M	262.67K	-0.6%	▼ Trim	3+
441	RS Reliance Steel & Aluminum…	0.0%	$24.53M	65.66K	+3.6%	▲ Add	3+
442	VWO Vanguard FTSE Emerging…	0.6%	$24.45M	409.60K	-2.1%	▼ Trim	3+
443	NSC Norfolk Southern Corporation	0.0%	$24.34M	77.37K	+1.8%	▲ Add	3+
444	COUR Coursera, Inc.	0.0%	$24.08M	4.27M	-0.7%	▼ Trim	3+
445	DFIC Dimensional - International…	0.0%	$24.05M	645.47K	+2.7%	▲ Add	3+
446	CVNA Carvana Co.	0.0%	$23.98M	364.33K	+169.2% ✂	▲ Add	3+
447	PKX POSCO Holdings Inc.	0.0%	$23.97M	466.57K	+41.0%	▲ Add	3+
448	VPL Vanguard FTSE Pacific ETF	0.0%	$23.97M	207.15K	+0.2%	▲ Add	3+
449	LITE Lumentum Holdings Inc.	0.0%	$23.94M	27.91K	+18.2%	▲ Add	3+
450	DFLV Dimensional - US Large Cap…	0.0%	$23.90M	604.57K	+3.9%	▲ Add	3+
451	RCL Royal Caribbean Cruises Ltd.	0.0%	$23.90M	75.27K	+16.8%	▲ Add	3+
452	BBVA Banco Bilbao Vizcaya…	0.0%	$23.80M	949.89K	+14.6%	▲ Add	3+
453	SAP SAP SE	0.0%	$23.64M	153.41K	+22.5%	▲ Add	3+
454	AVDV Avantis International Small…	1.5%	$23.62M	229.25K	+7.3%	▲ Add	3+
455	XLE State Street Energy Select…	0.0%	$23.58M	443.90K	-0.9%	▼ Trim	3+
456	GM General Motors Company	0.0%	$23.51M	305.03K	+14.4%	▲ Add	3+
457	LUV Southwest Airlines Co.	0.0%	$23.51M	457.18K	+12.5%	▲ Add	3+
458	MNST Monster Beverage Corporation	0.0%	$23.47M	244.16K	-0.3%	▼ Trim	3+
459	LEN Lennar Corporation	0.0%	$23.46M	259.25K	+106.0%	▲ Add	3+
460	ROK Rockwell Automation, Inc.	0.0%	$23.42M	47.32K	+14.5%	▲ Add	3+
461	IJK iShares S&P Mid-Cap 400…	0.0%	$23.42M	199.36K	+1.1%	▲ Add	3+
462	MTUM iShares MSCI USA Momentum…	0.0%	$23.31M	67.98K	+1.3%	▲ Add	3+
463	JHG Janus Henderson Group plc	0.0%	$23.27M	448.02K	+24.2%	▲ Add	3+
464	WT WisdomTree, Inc.	0.4%	$23.18M	242.42K	-1.7%	▼ Trim	3+
465	HUM Humana Inc.	0.0%	$23.16M	58.30K	+57.9%	▲ Add	3+
466	EFG iShares MSCI EAFE Growth ETF	0.0%	$23.14M	185.97K	+1.1%	▲ Add	3+
467	GSK GSK plc	0.0%	$23.10M	440.59K	+5.2%	▲ Add	3+
468	SHYG iShares 0-5 Year High Yield…	0.0%	$23.09M	544.47K	+4.8%	▲ Add	3+
469	TTMI TTM Technologies, Inc.	0.0%	$23.08M	123.42K	+17.2%	▲ Add	3+
470	STT State Street Corporation	0.0%	$23.05M	135.92K	+21.2%	▲ Add	3+
471	MCO Moody's Corporation	0.0%	$23.05M	50.89K	+15.7%	▲ Add	3+
472	SRE Sempra	0.0%	$23.00M	248.13K	+5.9%	▲ Add	3+
473	XLV State Street Health Care…	0.0%	$22.98M	144.82K	+2.3%	▲ Add	3+
474	MFC Manulife Financial…	0.0%	$22.93M	566.04K	+13.4%	▲ Add	3+
475	EMB iShares J.P. Morgan USD…	0.0%	$22.93M	237.72K	-6.3%	▼ Trim	3+
476	VMC Vulcan Materials Company	0.0%	$22.92M	77.68K	+1.9%	▲ Add	3+
477	REGN Regeneron Pharmaceuticals…	0.0%	$22.81M	36.58K	-8.0%	▼ Trim	3+
478	IUSB iShares Core Universal USD…	0.0%	$22.68M	491.46K	+4.5%	▲ Add	3+
479	HLT Hilton Worldwide Holdings…	0.0%	$22.62M	68.44K	+22.6%	▲ Add	3+
480	DDOG Datadog, Inc.	0.0%	$22.61M	86.83K	+16.7%	▲ Add	3+
481	JBL Jabil Inc.	0.0%	$22.53M	58.44K	+15.6%	▲ Add	3+
482	VHT Vanguard Health Care ETF	0.0%	$22.52M	75.30K	-2.4%	▼ Trim	3+
483	DFEM Dimensional - Emerging…	0.0%	$22.50M	553.75K	+2.4%	▲ Add	3+
484	ICE Intercontinental Exchange…	0.0%	$22.44M	182.28K	-14.4%	▼ Trim	3+
485	ENB Enbridge Inc.	0.0%	$22.43M	413.78K	+8.5%	▲ Add	3+
486	IJS iShares S&P Small-Cap 600…	0.0%	$22.43M	164.08K	-1.5%	▼ Trim	3+
487	SCHM Schwab U.S. Mid-Cap ETF	0.6%	$22.41M	607.79K	-1.4%	▼ Trim	3+
488	AJG Arthur J. Gallagher & Co.	0.0%	$22.39M	97.52K	+4.2%	▲ Add	3+
489	RKLB Rocket Lab USA, Inc.	0.0%	$22.36M	219.95K	-1.1%	▼ Trim	3+
490	OMFL Invesco Russell 1000…	0.0%	$22.36M	326.20K	-4.4%	▼ Trim	3+
491	MRSH Marsh & McLennan Companies…	0.0%	$22.27M	133.61K	-21.5%	▼ Trim	3+
492	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$22.26M	962.56K	+5.1%	▲ Add	3+
493	MOAT VanEck Morningstar Wide…	0.0%	$22.22M	213.71K	-8.0%	▼ Trim	3+
494	DVN Devon Energy Corporation	0.0%	$22.14M	535.80K	+33.8%	▲ Add	3+
495	PNW Pinnacle West Capital…	0.0%	$22.02M	205.81K	+26.6%	▲ Add	3+
496	RPG INVESCO EXCHANGE TRADED FD T	0.0%	$21.94M	343.58K	+0.6%	▲ Add	3+
497	UBS UBS Group AG	0.0%	$21.89M	441.78K	+20.1%	▲ Add	3+
498	YUM Yum! Brands, Inc.	0.0%	$21.72M	135.88K	-2.9%	▼ Trim	3+
499	AVIG AMERICAN CENTY ETF TR	0.0%	$21.59M	521.41K	+6.3%	▲ Add	3+
500	IDLV INVESCO EXCH TRADED FD TR II	0.0%	$21.43M	621.18K	-0.8%	▼ Trim	3+

Solo posizioni in azioni ordinarie (SH); le righe di opzioni si trovano nella scheda Opzioni e non vengono mai compensate. ✂ = variazione calcolata rispetto alle azioni precedenti rettificate per split. "Held N+" = detenuto ogni trimestre nella nostra finestra temporale, possibilmente anche oltre.

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso
HONA Honeywell Aerospace Inc	169.88K	—	Nuovo	$37.56M	0.0%
SPCX Space Exploration…	156.70K	—	Nuovo	$26.77M	0.0%
FDXF FedEx Freight Holding…	67.84K	—	Nuovo	$10.24M	0.0%
YEAR Alliance Bernstein - AB…	107.78K	—	Nuovo	$5.43M	0.0%
SLQD iShares 0-5 Year…	103.44K	—	Nuovo	$5.21M	0.0%
MDLN Medline Inc.	128.12K	—	Nuovo	$5.05M	0.0%
AMRZ Amrize Ltd	91.83K	—	Nuovo	$4.89M	0.0%
WLTH Wealthfront Corporation	544.42K	—	Nuovo	$4.87M	0.0%
TRI Thomson Reuters…	51.56K	—	Nuovo	$4.21M	0.0%
CGIE Capital Group…	96.50K	—	Nuovo	$3.55M	0.0%
BOXX	13.45K	—	Nuovo	$1.58M	0.0%
GCO Genesco Inc.	39.96K	—	Nuovo	$1.35M	0.0%
RBB	34.46K	—	Nuovo	$944,776	0.0%
FLY Firefly Aerospace Inc.	32.06K	—	Nuovo	$942,446	0.0%
WSE Wise Group plc Class A…	78.53K	—	Nuovo	$935,276	0.0%
BGSI Boyd Group Services Inc.	9.84K	—	Nuovo	$931,061	0.0%
AMCX	89.79K	—	Nuovo	$896,134	0.0%
SA Seabridge Gold Inc.	33.39K	—	Nuovo	$859,561	0.0%
INDV Indivior…	20.82K	—	Nuovo	$854,409	0.0%
RIV	68.14K	—	Nuovo	$794,489	0.0%
BAND Bandwidth Inc.	12.32K	—	Nuovo	$779,793	0.0%
TGB Trekor Metals Limited	112.08K	—	Nuovo	$771,090	0.0%
VGNT Versigent PLC	17.97K	—	Nuovo	$754,934	0.0%
DRAM Roundhill Memory ETF	9.79K	—	Nuovo	$723,179	0.0%
FMCB	22.18K	—	Nuovo	$678,418	0.0%
PWRD TCW Transform Systems…	5.47K	—	Nuovo	$672,468	0.0%
OPFI OppFi Inc.	67.08K	—	Nuovo	$666,134	0.0%
SPSK	36.22K	—	Nuovo	$652,285	0.0%
ADV	14.24K	—	Nuovo	$615,651	0.0%
IBTJ	26.77K	—	Nuovo	$579,527	0.0%
ROBT	9.94K	—	Nuovo	$558,973	0.0%
EMAT	83.50K	—	Nuovo	$551,935	0.0%
UMAC	24.11K	—	Nuovo	$537,698	0.0%
FSUN	13.45K	—	Nuovo	$521,746	0.0%
CTEV	15.03K	—	Nuovo	$512,639	0.0%
KEEL Keel Infrastructure…	89.23K	—	Nuovo	$512,178	0.0%
IBTK	25.77K	—	Nuovo	$503,585	0.0%
XMTR Xometry, Inc.	5.21K	—	Nuovo	$502,868	0.0%
CSQ	23.96K	—	Nuovo	$492,634	0.0%
PRKS United Parks & Resorts…	10.25K	—	Nuovo	$489,526	0.0%
SH	14.48K	—	Nuovo	$478,169	0.0%
HPP Hudson Pacific…	31.13K	—	Nuovo	$472,819	0.0%
MEC	12.16K	—	Nuovo	$455,476	0.0%
SNPE Xtrackers S&P 500…	6.50K	—	Nuovo	$447,802	0.0%
CRF	61.53K	—	Nuovo	$441,789	0.0%
AIPO	12.68K	—	Nuovo	$423,672	0.0%
CLPT	23.58K	—	Nuovo	$420,739	0.0%
BKLC BNY Mellon US Large Cap…	2.92K	—	Nuovo	$419,478	0.0%
PSUS	11.22K	—	Nuovo	$419,366	0.0%
ALRM Alarm.com Holdings, Inc.	8.91K	—	Nuovo	$416,112	0.0%
STRZ	14.11K	—	Nuovo	$407,301	0.0%
ISTR	13.52K	—	Nuovo	$405,149	0.0%
BHRB	5.60K	—	Nuovo	$402,487	0.0%
HBT	12.38K	—	Nuovo	$395,895	0.0%
XZO	22.91K	—	Nuovo	$386,407	0.0%
CLIP	3.76K	—	Nuovo	$377,579	0.0%
BSMS	16.01K	—	Nuovo	$375,228	0.0%
BSMT	16.24K	—	Nuovo	$374,076	0.0%
BNED	29.17K	—	Nuovo	$366,426	0.0%
NFRA Northern Trust STOXX…	5.61K	—	Nuovo	$359,423	0.0%
UJUL	8.71K	—	Nuovo	$355,107	0.0%
TGLS Tecnoglass Inc.	7.52K	—	Nuovo	$352,105	0.0%
AVBP ArriVent BioPharma, Inc.	10.01K	—	Nuovo	$347,851	0.0%
AIS	4.03K	—	Nuovo	$343,922	0.0%
CGXU Capital Group…	9.92K	—	Nuovo	$343,327	0.0%
MEI	18.00K	—	Nuovo	$341,422	0.0%
WGS GeneDx Holdings Corp.	4.97K	—	Nuovo	$341,369	0.0%
NATH	3.34K	—	Nuovo	$339,446	0.0%
BANR Banner Corporation	5.11K	—	Nuovo	$339,243	0.0%
BRIF	9.09K	—	Nuovo	$337,799	0.0%
BUI	11.53K	—	Nuovo	$334,398	0.0%
FINX	13.52K	—	Nuovo	$333,675	0.0%
NGNE	10.58K	—	Nuovo	$332,772	0.0%
DFTX Definium Therapeutics…	6.91K	—	Nuovo	$324,858	0.0%
OFG OFG Bancorp	6.60K	—	Nuovo	$324,058	0.0%
CTGO	20.33K	—	Nuovo	$320,995	0.0%
PLBC	5.37K	—	Nuovo	$313,940	0.0%
ARTNA	9.16K	—	Nuovo	$311,280	0.0%
AIRJ	55.84K	—	Nuovo	$309,337	0.0%
BLFS BioLife Solutions, Inc.	10.91K	—	Nuovo	$308,183	0.0%
FCF First Commonwealth…	15.16K	—	Nuovo	$308,121	0.0%
BSMR	12.68K	—	Nuovo	$299,802	0.0%
CMDY	5.41K	—	Nuovo	$299,001	0.0%
SDS	5.20K	—	Nuovo	$295,781	0.0%
ROOT Root, Inc.	5.25K	—	Nuovo	$293,804	0.0%
GSG iShares S&P GSCI…	10.25K	—	Nuovo	$293,264	0.0%
GPIX Goldman Sachs S&P 500…	5.24K	—	Nuovo	$291,109	0.0%
MPTI	2.93K	—	Nuovo	$290,212	0.0%
NASA	9.36K	—	Nuovo	$284,305	0.0%
FDMO	2.86K	—	Nuovo	$281,725	0.0%
FTK	11.94K	—	Nuovo	$280,829	0.0%
DEI Douglas Emmett, Inc.	23.69K	—	Nuovo	$279,566	0.0%
CLMB	12.04K	—	Nuovo	$279,542	0.0%
SIBN SI-BONE, Inc.	16.92K	—	Nuovo	$276,069	0.0%
SFTX	8.85K	—	Nuovo	$275,129	0.0%
CPA Copa Holdings, S.A.	1.76K	—	Nuovo	$274,340	0.0%
WSBF	13.20K	—	Nuovo	$273,657	0.0%
JBIO Jade Biosciences, Inc.	12.20K	—	Nuovo	$271,018	0.0%
XES	2.42K	—	Nuovo	$270,656	0.0%
FFLC	4.56K	—	Nuovo	$268,511	0.0%
BKV BKV Corporation	9.79K	—	Nuovo	$267,936	0.0%
ERII Energy Recovery, Inc.	29.64K	—	Nuovo	$267,400	0.0%
UCB United Community Banks…	7.59K	—	Nuovo	$266,371	0.0%
BWFG	4.52K	—	Nuovo	$265,491	0.0%
FNWB	24.49K	—	Nuovo	$264,748	0.0%
ANIP ANI Pharmaceuticals…	3.17K	—	Nuovo	$262,661	0.0%
NWS News Corporation	9.20K	—	Nuovo	$258,264	0.0%
WAFD WaFd, Inc.	6.68K	—	Nuovo	$256,388	0.0%
SEPN Septerna Inc	7.64K	—	Nuovo	$255,729	0.0%
SOXQ	2.28K	—	Nuovo	$255,568	0.0%
PTF	1.87K	—	Nuovo	$255,172	0.0%
CBC Central Bancompany	8.29K	—	Nuovo	$251,729	0.0%
IBTA Ibotta, Inc.	7.30K	—	Nuovo	$249,300	0.0%
DBB	10.28K	—	Nuovo	$247,652	0.0%
TNDM Tandem Diabetes Care…	16.22K	—	Nuovo	$244,699	0.0%
THNQ	2.64K	—	Nuovo	$241,159	0.0%
MAZE Maze Therapeutics, Inc.	8.07K	—	Nuovo	$240,868	0.0%
NNE Nano Nuclear Energy Inc.	11.34K	—	Nuovo	$239,783	0.0%
GRDN Guardian Pharmacy…	5.72K	—	Nuovo	$239,329	0.0%
BF-A	8.61K	—	Nuovo	$235,426	0.0%

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso	Serie
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%	●●○○○○
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%	●●○○○○
T AT&T Inc.	2.32M	2.30M	+0.9%	$48.02M	0.0%	●●○○○○

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso	Serie
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%	●●○○○○
HON Honeywell International…	171.26K	347.59K	-1.5% ✂	$38.35M	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%

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso
HOLX Hologic, Inc.	—	109.72K	Uscita	$8.29M	0.0%
TPH Tri Pointe Homes, Inc.	—	169.01K	Uscita	$7.90M	0.0%
SQQQ ProShares - UltraPro…	—	93.31K	Uscita	$7.51M	0.0%
AL Air Lease Corporation	—	99.58K	Uscita	$6.47M	0.0%
FOLD Amicus Therapeutics…	—	428.98K	Uscita	$6.20M	0.0%
DHIL	—	34.58K	Uscita	$5.95M	0.0%
CWAN Clearwater Analytics…	—	229.68K	Uscita	$5.43M	0.0%
CTRA Coterra Energy Inc.	—	139.08K	Uscita	$4.89M	0.0%
MASI Masimo Corporation	—	22.92K	Uscita	$4.08M	0.0%
SNCY Sun Country Airlines…	—	179.07K	Uscita	$2.96M	0.0%
HTBK	—	230.94K	Uscita	$2.88M	0.0%
TERN Terns Pharmaceuticals…	—	51.76K	Uscita	$2.73M	0.0%
ACLX Arcellx, Inc.	—	15.65K	Uscita	$1.80M	0.0%
KW Kennedy-Wilson…	—	152.71K	Uscita	$1.65M	0.0%
MCW	—	224.24K	Uscita	$1.56M	0.0%
GDEN	—	58.43K	Uscita	$1.56M	0.0%
CSGS CSG Systems…	—	19.48K	Uscita	$1.56M	0.0%
CABO Cable One, Inc.	—	13.97K	Uscita	$1.27M	0.0%
KALV	—	59.99K	Uscita	$1.21M	0.0%
FFWM	—	169.05K	Uscita	$997,377	0.0%
GLDD	—	53.78K	Uscita	$914,328	0.0%
AMWD American Woodmark…	—	22.30K	Uscita	$888,328	0.0%
UDMY	—	189.37K	Uscita	$874,866	0.0%
USPH U.S. Physical Therapy…	—	10.02K	Uscita	$751,405	0.0%
OXY-WT	—	16.43K	Uscita	$704,761	0.0%
DAWN Day One…	—	31.93K	Uscita	$684,601	0.0%
VRE Veris Residential, Inc.	—	35.24K	Uscita	$665,054	0.0%
INR	—	31.23K	Uscita	$549,978	0.0%
FFIC	—	34.88K	Uscita	$535,770	0.0%
MOO	—	6.09K	Uscita	$514,420	0.0%
THR Thermon Group Holdings…	—	10.11K	Uscita	$509,594	0.0%
CVGW	—	19.59K	Uscita	$505,242	0.0%
DGT	—	2.72K	Uscita	$461,694	0.0%
SEE Sealed Air Corporation	—	10.81K	Uscita	$454,650	0.0%
ATHM Autohome Inc.	—	23.93K	Uscita	$415,699	0.0%
AUSF	—	8.54K	Uscita	$412,861	0.0%
EHAB	—	27.77K	Uscita	$391,322	0.0%
APLS Apellis…	—	9.52K	Uscita	$383,030	0.0%
PAHC Phibro Animal Health…	—	6.88K	Uscita	$380,333	0.0%
CZNC	—	15.19K	Uscita	$339,316	0.0%
CSV	—	7.20K	Uscita	$328,612	0.0%
STKL	—	49.01K	Uscita	$317,559	0.0%
JOUT	—	6.82K	Uscita	$317,291	0.0%
VCRM	—	4.00K	Uscita	$300,976	0.0%
VTES	—	2.91K	Uscita	$294,592	0.0%
UGL	—	4.73K	Uscita	$290,829	0.0%
IBHF	—	12.53K	Uscita	$287,472	0.0%
FXY	—	4.92K	Uscita	$284,712	0.0%
IMMR	—	51.86K	Uscita	$283,159	0.0%
TRDA	—	22.23K	Uscita	$280,543	0.0%
MCHB	—	18.73K	Uscita	$276,194	0.0%
BMEZ	—	19.02K	Uscita	$273,187	0.0%
BCPL	—	10.87K	Uscita	$269,557	0.0%
MEOH Methanex Corporation	—	4.41K	Uscita	$262,690	0.0%
LGLV	—	1.45K	Uscita	$258,778	0.0%
PKST	—	12.35K	Uscita	$258,021	0.0%
VGUS	—	3.40K	Uscita	$257,395	0.0%
RCKY	—	6.53K	Uscita	$252,996	0.0%
STEW	—	14.61K	Uscita	$249,810	0.0%
BOCT	—	4.96K	Uscita	$237,871	0.0%
ZIM ZIM Integrated Shipping…	—	9.01K	Uscita	$237,305	0.0%
ECH	—	5.91K	Uscita	$234,872	0.0%
CPS Cooper-Standard…	—	8.41K	Uscita	$234,359	0.0%
SCCR Schwab Core Bond ETF	—	8.92K	Uscita	$229,448	0.0%
BLSH Bullish	—	6.25K	Uscita	$223,171	0.0%
TFPM Triple Flag Precious…	—	6.42K	Uscita	$222,999	0.0%
WTBA	—	9.33K	Uscita	$221,866	0.0%
URNM	—	3.46K	Uscita	$218,594	0.0%
RVT	—	13.07K	Uscita	$217,023	0.0%
BSJR	—	9.67K	Uscita	$216,294	0.0%
QUS	—	1.23K	Uscita	$210,255	0.0%
OVL	—	4.07K	Uscita	$204,872	0.0%
DJP iPath Bloomberg…	—	4.22K	Uscita	$203,006	0.0%
SLVR	—	3.41K	Uscita	$201,636	0.0%
HYMC Hycroft Mining Holding…	—	5.71K	Uscita	$201,062	0.0%
LNKB	—	23.18K	Uscita	$193,288	0.0%
BCHHF	—	91.67K	Uscita	$178,748	0.0%
BSCV	—	10.43K	Uscita	$171,678	0.0%
JRVR	—	27.12K	Uscita	$170,862	0.0%
VENU	—	51.55K	Uscita	$170,624	0.0%
ENTA Enanta Pharmaceuticals…	—	12.24K	Uscita	$154,654	0.0%
AEF	—	19.91K	Uscita	$145,143	0.0%
CTLP	—	13.28K	Uscita	$143,546	0.0%
IGT International Game…	—	11.04K	Uscita	$140,677	0.0%
SEMR	—	11.61K	Uscita	$138,635	0.0%
FUBO fuboTV Inc.	—	13.88K	Uscita	$131,343	0.0%
CHY	—	11.97K	Uscita	$130,353	0.0%
BNTC	—	11.59K	Uscita	$123,391	0.0%
CHI	—	11.00K	Uscita	$118,172	0.0%
PNNT	—	24.44K	Uscita	$109,724	0.0%
AWF	—	10.27K	Uscita	$104,445	0.0%
ACTG Acacia Research…	—	20.95K	Uscita	$100,770	0.0%
SABA	—	11.94K	Uscita	$99,377	0.0%
JACK Jack in the Box Inc.	—	10.20K	Uscita	$98,616	0.0%
EXK Endeavour Silver Corp.	—	10.47K	Uscita	$97,520	0.0%
MCR	—	16.05K	Uscita	$97,236	0.0%
WB Weibo Corporation	—	10.41K	Uscita	$91,068	0.0%
ONTF	—	10.06K	Uscita	$81,454	0.0%
JFR	—	10.49K	Uscita	$78,914	0.0%
BRW	—	10.81K	Uscita	$72,842	0.0%
AHRT	—	11.18K	Uscita	$61,496	0.0%
CLIR	—	12.36K	Uscita	$53,868	0.0%
CDZI	—	10.19K	Uscita	$50,008	0.0%
CTMX CytomX Therapeutics…	—	10.51K	Uscita	$49,374	0.0%
ACB	—	12.95K	Uscita	$42,356	0.0%
MAIA	—	28.60K	Uscita	$40,043	0.0%
IMUX	—	35.02K	Uscita	$38,874	0.0%
GAU	—	14.10K	Uscita	$35,393	0.0%
REKR	—	37.12K	Uscita	$30,439	0.0%
CDLX	—	18.52K	Uscita	$19,441	0.0%
SKYX	—	17.30K	Uscita	$19,370	0.0%
MAPS	—	20.09K	Uscita	$13,224	0.0%
UP	—	23.96K	Uscita	$12,377	0.0%
ONCY	—	14.54K	Uscita	$12,346	0.0%
DGNX	—	25.60K	Uscita	$12,292	0.0%
SCYX	—	10.67K	Uscita	$9,782	0.0%
NXXT	—	13.25K	Uscita	$5,299	0.0%
SGMOQ	—	14.84K	Uscita	$3,664	0.0%
VNRX	—	12.83K	Uscita	$2,592	0.0%

Sottostante	Tipo	Azioni sottostanti	Valore dichiarato
GOOG	Call	1.10K	$273,350
ISRG	Put	6.30K	$223,776
PYPL	Call	45.00K	$195,750
MRNA	Call	10.00K	$195,500
OIH	Call	3.40K	$136,850
NVDA	Put	40.00K	$100,000
AAPL	Call	10.00K	$94,500
NVDA	Put	12.00K	$90,840
NVDA	Call	3.60K	$75,960
UBER	Call	5.00K	$63,250
SCHW	Put	20.00K	$59,500
INTC	Call	700	$58,457
SLV	Call	13.40K	$54,605
AAPL	Put	49.00K	$53,165
QQQ	Put	4.70K	$51,888
ABT	Put	6.90K	$50,715
AVGO	Put	2.00K	$49,800
AVGO	Put	1.30K	$49,303
LMT	Call	1.20K	$47,040
MSFT	Put	2.70K	$40,973
NVDA	Put	4.20K	$40,215
POET	Call	8.00K	$37,760
BMNR	Call	13.00K	$36,985
UGA	Call	16.00K	$35,600
NVDA	Call	500	$34,663
NVDA	Call	500	$33,600
AVGO	Put	800	$32,380
OPLN	Call	2.00K	$30,200
IVV	Put	2.50K	$27,250
GNRC	Call	200	$25,820
GLD	Call	400	$23,570
NVDA	Put	4.50K	$23,400
META	Call	1.20K	$23,160
CSCO	Put	4.90K	$23,030
MTN	Call	2.00K	$22,700
BIDU	Call	2.00K	$22,000
MSFT	Call	1.00K	$21,180
INFQ	Call	10.00K	$20,500
TSLA	Call	200	$20,170
OPLN	Call	1.80K	$19,800
CSCO	Put	2.10K	$19,793
NVDA	Call	100	$19,698
XLRE	Put	7.00K	$19,600
SPY	Put	4.00K	$19,460
NVDA	Call	400	$19,070
QQQ	Put	1.40K	$18,900
NVDA	Put	7.30K	$18,652
USO	Call	2.00K	$18,000
AAPL	Put	2.30K	$17,078
IREN	Call	1.00K	$17,025
NVDA	Call	100	$16,998
CRWV	Call	500	$16,050
BX	Call	1.00K	$14,275
MSFT	Call	3.60K	$14,040
GOOGL	Put	2.00K	$13,960
BRK-B	Put	12.00K	$12,360
QQQ	Put	900	$12,141
SPY	Call	100	$11,999
SPY	Put	2.00K	$11,920
PLTR	Call	500	$11,913
META	Put	600	$11,160
OPLN	Call	1.50K	$10,950
NVDA	Call	100	$10,913
MSFT	Put	800	$10,360
TMUS	Put	2.40K	$9,360
ASX	Call	1.00K	$9,120
UNG	Call	10.00K	$8,750
SPY	Call	100	$8,644
PG	Call	6.70K	$8,342
NVDA	Call	200	$8,050
AAPL	Put	1.50K	$7,890
LUV	Call	500	$7,875
NVDA	Call	100	$7,515
TSLA	Call	100	$7,513
EPD	Call	10.00K	$7,500
NVDA	Put	7.20K	$7,344
COP	Call	1.00K	$7,200
IREN	Call	500	$7,125
TSLA	Call	2.00K	$7,050
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
TSLA	Call	600	$5,940
PLTR	Call	200	$5,790
SLV	Call	5.00K	$5,650
AAPL	Put	3.20K	$5,440
JPM	Put	900	$5,355
NVDA	Put	2.10K	$4,683
RIVN	Call	500	$4,400
XONA.DE	Put	1.30K	$4,258
MSFT	Call	400	$4,180
USAR	Call	1.10K	$4,125
AAPL	Put	1.80K	$4,041
AMZN	Call	1.40K	$3,780
GOOG	Put	4.00K	$3,640
RGTI	Call	600	$3,315
NVDA	Put	7.20K	$3,276

I 13F riportano il nozionale delle opzioni (azioni sottostanti e valore di mercato) ma non lo strike, la scadenza o se l'opzione è stata acquistata o emessa — non è possibile desumere alcuna direzione. Metodologia

Età della posizione

2280–1 trimestri

37912–4 trimestri

Trimestri consecutivi in cui ciascuna posizione corrente è stata segnalata, nella nostra finestra di dati.

Gestori simili

Gestore	Posizioni comuni	Sovrapposizione di nomi	Similarità ponderata
Northwestern Mutual Wealth Management Co	3009	62.5%	0.7161	Confronta ⇄
Envestnet Asset Management Inc	3118	61.1%	0.684	Confronta ⇄
Mml Investors Services, Llc	2361	50.8%	0.6475	Confronta ⇄
Citadel Advisors	3218	54.6%	0.6427	Confronta ⇄
Captrust Financial Advisors	2737	63.2%	0.6156	Confronta ⇄
Corient Private Wealth LP	2625	61.2%	0.605	Confronta ⇄
Wealth Enhancement Advisory Services…	3132	68.0%	0.5766	Confronta ⇄
Mariner, LLC	2818	61.9%	0.5608	Confronta ⇄

Similarità basata esclusivamente sulle posizioni lunghe dichiarate — le coperture e gli asset non soggetti a 13F non sono visibili. Metodologia

Registro dei depositi

Aug 13 2026 13F-HR · periodo Q2 2026

$171.09B · 7,093 posizioni · Visualizza la dichiarazione SEC originale ↗

May 12 2026 13F-HR · periodo Q1 2026

$147.42B · 4,753 posizioni · Visualizza la dichiarazione SEC originale ↗

Feb 17 2026 13F-HR · periodo Q4 2025

$139.71B · 4,596 posizioni · Visualizza la dichiarazione SEC originale ↗

Nov 14 2025 13F-HR · periodo Q3 2025

$130.88B · 6,684 posizioni · Visualizza la dichiarazione SEC originale ↗

Aug 08 2025 13F-HR · periodo Q2 2025

$117.10B · 6,216 posizioni · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q2 2026 · ultimo filing Aug 13, 2026 · Metodologia di calcolo

☆ Creative Planning

Creative Planning