Hồ sơ lưu nhà quản lý

Creative Planning

Overland Park, KS · CIK 1540235 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$171.09BGiá trị 13F được báo cáo

7,093Vị thế

41.7%Tỷ trọng top 10

36.80Danh mục nắm giữ hiệu lực

0.9%Doanh thu ước tính

+251Mới

−127Thoát vị thế

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

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

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 77.5% (-1.9pp)

Công nghệ 9.7% (+1.6pp)

Công nghiệp 2.4% (+0.2pp)

Chăm sóc sức khỏe 2.2% (+0.0pp)

Hàng tiêu dùng chu kỳ 2.2% (+0.1pp)

Dịch vụ Truyền thông 1.9% (+0.0pp)

Hàng tiêu dùng thiết yếu 1.2% (-0.1pp)

Năng lượng 1.0% (-0.2pp)

Vật liệu Cơ bản 0.7% (+0.1pp)

Tiện ích 0.6% (+0.0pp)

Bất động sản 0.6% (+0.1pp)

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

Danh mục đầu tư · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	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	Mới	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	Mới	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+

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

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

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
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%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
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%	●●○○○○

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

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

Tuổi vị thế

2510–1 quý

38922–4 quý

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

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Northwestern Mutual Wealth Management Co	3038	59.5%	0.7161	So sánh ⇄
Envestnet Asset Management Inc	3171	55.3%	0.6842	So sánh ⇄
Squarepoint Ops LLC	2206	47.9%	0.6535	So sánh ⇄
Mml Investors Services, Llc	2390	48.1%	0.6475	So sánh ⇄
Captrust Financial Advisors	2757	60.9%	0.6156	So sánh ⇄
Millennium Management	2619	50.9%	0.6059	So sánh ⇄
Corient Private Wealth LP	2630	59.0%	0.605	So sánh ⇄
Wealth Enhancement Advisory Services…	3149	64.5%	0.5766	So sánh ⇄

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

Hồ sơ nộp

Aug 13 2026 13F-HR · kỳ Q2 2026

$171.09B · 7,093 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 12 2026 13F-HR · kỳ Q1 2026

$147.42B · 4,753 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 17 2026 13F-HR · kỳ Q4 2025

$139.71B · 4,596 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$130.88B · 6,684 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Aug 08 2025 13F-HR · kỳ Q2 2025

$117.10B · 6,216 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

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

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