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

+228Mới

−119Thoát 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%	$18.22B	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	Mới	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	Mới	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+

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%
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%
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%
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%
ANIP ANI Pharmaceuticals…	3.17K	—	Mới	$262,661	0.0%
NWS News Corporation	9.20K	—	Mới	$258,264	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%
CBC Central Bancompany	8.29K	—	Mới	$251,729	0.0%
IBTA Ibotta, Inc.	7.30K	—	Mới	$249,300	0.0%
DBB	10.28K	—	Mới	$247,652	0.0%
TNDM Tandem Diabetes Care…	16.22K	—	Mới	$244,699	0.0%
THNQ	2.64K	—	Mới	$241,159	0.0%
MAZE Maze Therapeutics, Inc.	8.07K	—	Mới	$240,868	0.0%
NNE Nano Nuclear Energy Inc.	11.34K	—	Mới	$239,783	0.0%
GRDN Guardian Pharmacy…	5.72K	—	Mới	$239,329	0.0%
BF-A	8.61K	—	Mới	$235,426	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%	●●○○○○
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%	●●○○○○

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%	●●○○○○
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%

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%
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%
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%
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%
CSV	—	7.20K	Thoát	$328,612	0.0%
STKL	—	49.01K	Thoát	$317,559	0.0%
JOUT	—	6.82K	Thoát	$317,291	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%
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%
MAIA	—	28.60K	Thoát	$40,043	0.0%
IMUX	—	35.02K	Thoát	$38,874	0.0%
GAU	—	14.10K	Thoát	$35,393	0.0%
REKR	—	37.12K	Thoát	$30,439	0.0%
CDLX	—	18.52K	Thoát	$19,441	0.0%
SKYX	—	17.30K	Thoát	$19,370	0.0%
MAPS	—	20.09K	Thoát	$13,224	0.0%
UP	—	23.96K	Thoát	$12,377	0.0%
ONCY	—	14.54K	Thoát	$12,346	0.0%
DGNX	—	25.60K	Thoát	$12,292	0.0%
SCYX	—	10.67K	Thoát	$9,782	0.0%
NXXT	—	13.25K	Thoát	$5,299	0.0%
SGMOQ	—	14.84K	Thoát	$3,664	0.0%
VNRX	—	12.83K	Thoát	$2,592	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
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

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

2280–1 quý

37912–4 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	3009	62.5%	0.7161	So sánh ⇄
Envestnet Asset Management Inc	3118	61.1%	0.684	So sánh ⇄
Mml Investors Services, Llc	2361	50.8%	0.6475	So sánh ⇄
Citadel Advisors	3218	54.6%	0.6427	So sánh ⇄
Captrust Financial Advisors	2737	63.2%	0.6156	So sánh ⇄
Corient Private Wealth LP	2625	61.2%	0.605	So sánh ⇄
Wealth Enhancement Advisory Services…	3132	68.0%	0.5766	So sánh ⇄
Mariner, LLC	2818	61.9%	0.5608	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 vị thế · Xem hồ sơ SEC gốc ↗

May 12 2026 13F-HR · kỳ Q1 2026

$147.42B · 4,753 vị thế · Xem hồ sơ SEC gốc ↗

Feb 17 2026 13F-HR · kỳ Q4 2025

$139.71B · 4,596 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$130.88B · 6,684 vị thế · Xem hồ sơ SEC gốc ↗

Aug 08 2025 13F-HR · kỳ Q2 2025

$117.10B · 6,216 vị thế · Xem hồ sơ SEC gốc ↗

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

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