Hồ sơ lưu nhà quản lý · quý lưu trữ

Cwm, Llc

Omaha, NE · CIK 1535847 · Hồ sơ EDGAR ↗

Q1 2026 Q4 2025 Chênh lệch ⇄

$36.91BGiá trị 13F được báo cáo

5,622Vị thế

18.5%Tỷ trọng top 10

153.80Danh mục nắm giữ hiệu lực

—Doanh thu ước tính

+0Mới

−0Thoát 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. Không có hồ sơ nộp trước đó tương đương — các cột thay đổi không khả dụng trong quý này. Giá trị đã được chuẩn hóa từ hồ sơ báo cáo theo đơn vị nghìn USD — hồ sơ gốc hiển thị số liệu theo đúng như đã báo cáo.

Giá trị được báo cáo theo quý Q4 2025 → Q1 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 68.4%

Công nghệ 11.3%

Chăm sóc sức khỏe 4.4%

Hàng tiêu dùng chu kỳ 3.8%

Công nghiệp 3.4%

Dịch vụ Truyền thông 2.9%

Hàng tiêu dùng thiết yếu 2.2%

Năng lượng 1.4%

Tiện ích 0.9%

Vật liệu Cơ bản 0.7%

Bất động sản 0.6%

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

Danh mục đầu tư · Q4 2025

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	IVV iShares Core S&P 500 ETF	2.7%	$983,429	1.44M	—	n/c	1
2	SPYM State Street SPDR Portfolio…	2.3%	$831,020	10.36M	—	n/c	1
3	IUSB iShares Core Universal USD…	2.2%	$800,217	17.19M	—	n/c	1
4	AAPL Apple Inc.	2.0%	$736,801	2.71M	—	n/c	1
5	SPDW State Street SPDR Portfolio…	1.9%	$689,268	15.52M	—	n/c	1
6	NVDA NVIDIA Corporation	1.7%	$629,230	3.37M	—	n/c	1
7	IVW iShares S&P 500 Growth ETF	1.6%	$588,597	4.78M	—	n/c	1
8	IVE iShares S&P 500 Value ETF	1.5%	$546,981	2.58M	—	n/c	1
9	MSFT Microsoft Corporation	1.4%	$517,935	1.07M	—	n/c	1
10	DYNF iShares U.S. Equity Factor…	1.3%	$487,372	8.01M	—	n/c	1
11	SPAB State Street SPDR Portfolio…	1.3%	$468,489	18.19M	—	n/c	1
12	WT WisdomTree, Inc.	1.2%	$451,195	7.49M	—	n/c	1
13	QUAL iShares MSCI USA Quality…	1.2%	$446,086	2.25M	—	n/c	1
14	OEF iShares S&P 100 ETF	1.1%	$408,406	1.19M	—	n/c	1
15	EFV iShares MSCI EAFE Value ETF	1.1%	$393,018	5.50M	—	n/c	1
16	BOND PIMCO Active Bond…	1.0%	$386,243	4.15M	—	n/c	1
17	IEMG iShares Core MSCI Emerging…	1.0%	$382,488	5.69M	—	n/c	1
18	SPMO Invesco S&P 500 Momentum ETF	1.0%	$357,027	2.99M	—	n/c	1
19	AMZN Amazon.com, Inc.	1.0%	$355,610	1.54M	—	n/c	1
20	SPY State Street SPDR S&P 500…	0.9%	$342,352	502.04K	—	n/c	1
21	GOOGL Alphabet Inc.	0.9%	$325,504	1.04M	—	n/c	1
22	LGLV SPDR SERIES TRUST	0.9%	$316,756	1.80M	—	n/c	1
23	QQQ Invesco QQQ Trust, Series 1	0.9%	$315,793	514.06K	—	n/c	1
24	VUG Vanguard Morningstar Growth…	0.9%	$313,976	643.58K	—	n/c	1
25	SPYG State Street SPDR Portfolio…	0.8%	$303,371	2.84M	—	n/c	1
26	MTUM iShares MSCI USA Momentum…	0.8%	$285,710	1.14M	—	n/c	1
27	SPTM State Street SPDR Portfolio…	0.7%	$269,473	3.27M	—	n/c	1
28	SCHG Schwab U.S. Large-Cap…	0.7%	$243,300	7.46M	—	n/c	1
29	SPYV State Street SPDR Portfolio…	0.6%	$232,072	4.09M	—	n/c	1
30	BIL State Street SPDR Bloomberg…	0.6%	$225,807	2.47M	—	n/c	1
31	AVGO Broadcom Inc.	0.6%	$225,262	650.86K	—	n/c	1
32	SPMD State Street SPDR Portfolio…	0.6%	$207,939	3.59M	—	n/c	1
33	BILS State Street SPDR Bloomberg…	0.6%	$204,139	2.06M	—	n/c	1
34	XLK State Street Technology…	0.5%	$202,284	1.41M	—	n/c	1
35	BRK-B Berkshire Hathaway Inc.	0.5%	$193,432	384.82K	—	n/c	1
36	TOTL State Street DoubleLine…	0.5%	$190,792	4.74M	—	n/c	1
37	MBB iShares MBS ETF	0.5%	$181,881	1.91M	—	n/c	1
38	SPTI State Street SPDR Portfolio…	0.5%	$181,378	6.29M	—	n/c	1
39	TSLA Tesla, Inc.	0.5%	$175,169	389.51K	—	n/c	1
40	JPM JPMorgan Chase & Co.	0.5%	$172,745	536.11K	—	n/c	1
41	BAI iShares A.I. Innovation and…	0.5%	$170,517	5.12M	—	n/c	1
42	BUFR FT Vest Laddered Buffer ETF	0.5%	$170,075	4.96M	—	n/c	1
43	MINT PIMCO Enhanced Short…	0.5%	$168,126	1.68M	—	n/c	1
44	META Meta Platforms, Inc.	0.5%	$166,860	252.78K	—	n/c	1
45	VTV Vanguard Morningstar Value…	0.4%	$164,222	859.85K	—	n/c	1
46	TLH iShares 10-20 Year Treasury…	0.4%	$161,806	1.59M	—	n/c	1
47	IAU iShares Gold Trust	0.4%	$158,615	1.95M	—	n/c	1
48	ULST SSGA ACTIVE ETF TR	0.4%	$154,025	3.80M	—	n/c	1
49	SCHD Schwab U.S. Dividend Equity…	0.4%	$151,004	5.51M	—	n/c	1
50	GLD SPDR Gold Shares	0.4%	$150,638	380.10K	—	n/c	1
51	FBND Fidelity Total Bond ETF	0.4%	$150,499	3.27M	—	n/c	1
52	LLY Eli Lilly and Company	0.4%	$148,124	137.83K	—	n/c	1
53	PVAL Putnam Focused Large Cap…	0.4%	$148,086	3.25M	—	n/c	1
54	GOOG Alphabet Inc.	0.4%	$140,130	446.56K	—	n/c	1
55	VOO Vanguard S&P 500 ETF	0.4%	$138,449	220.76K	—	n/c	1
56	WMT Walmart Inc.	0.4%	$137,427	1.23M	—	n/c	1
57	JNJ Johnson & Johnson	0.4%	$135,940	656.88K	—	n/c	1
58	JGRO JPMorgan Active Growth ETF	0.4%	$134,785	1.45M	—	n/c	1
59	JIRE JPMorgan International…	0.3%	$127,761	1.71M	—	n/c	1
60	SPEU SPDR INDEX SHS FDS	0.3%	$126,846	2.43M	—	n/c	1
61	XONA.DE Exxon Mobil Corporation	0.3%	$126,824	1.05M	—	n/c	1
62	THRO iShares U.S. Thematic…	0.3%	$125,770	3.26M	—	n/c	1
63	SPEM State Street SPDR Portfolio…	0.3%	$114,135	2.44M	—	n/c	1
64	PYLD PIMCO Multisector Bond…	0.3%	$112,536	4.22M	—	n/c	1
65	IAGG iShares Core International…	0.3%	$108,922	2.18M	—	n/c	1
66	CORP PIMCO Investment Grade…	0.3%	$108,513	1.11M	—	n/c	1
67	MRK Merck & Co., Inc.	0.3%	$107,052	1.02M	—	n/c	1
68	RSSB TIDAL TRUST II	0.3%	$106,174	3.78M	—	n/c	1
69	SPIP SPDR SERIES TRUST	0.3%	$106,011	4.09M	—	n/c	1
70	ABBV AbbVie Inc.	0.3%	$105,106	460.00K	—	n/c	1
71	BINC iShares Flexible Income…	0.3%	$104,286	1.98M	—	n/c	1
72	CSCO Cisco Systems, Inc.	0.3%	$102,448	1.33M	—	n/c	1
73	CGGR Capital Group Growth ETF	0.3%	$100,295	2.26M	—	n/c	1
74	PG The Procter & Gamble Company	0.3%	$98,301	685.93K	—	n/c	1
75	HEGD LISTED FDS TR	0.3%	$98,113	3.89M	—	n/c	1
76	GTO Invesco Total Return Bond…	0.3%	$97,730	2.06M	—	n/c	1
77	ITA iShares U.S. Aerospace &…	0.3%	$97,438	453.85K	—	n/c	1
78	AVDE Avantis International…	0.3%	$94,730	1.15M	—	n/c	1
79	JEPI JPMorgan Equity Premium…	0.3%	$94,622	1.65M	—	n/c	1
80	SCHZ Schwab U.S. Aggregate Bond…	0.3%	$94,004	4.02M	—	n/c	1
81	LDUR PIMCO ETF TR	0.2%	$90,182	939.93K	—	n/c	1
82	V Visa Inc.	0.2%	$89,561	255.37K	—	n/c	1
83	PLTR Palantir Technologies Inc.	0.2%	$87,438	491.91K	—	n/c	1
84	CGDV Capital Group Dividend…	0.2%	$87,184	2.00M	—	n/c	1
85	QQQM Invesco NASDAQ 100 ETF	0.2%	$85,474	337.95K	—	n/c	1
86	IEFA iShares Core MSCI EAFE ETF	0.2%	$84,993	950.07K	—	n/c	1
87	HD The Home Depot, Inc.	0.2%	$83,350	242.23K	—	n/c	1
88	VCSH Vanguard Short-Term…	0.2%	$80,291	1.01M	—	n/c	1
89	CTA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$80,139	2.94M	—	n/c	1
90	ITOT iShares Core S&P Total U.S.…	0.2%	$79,642	535.62K	—	n/c	1
91	GLDM SPDR Gold MiniShares Trust	0.2%	$79,524	931.52K	—	n/c	1
92	GE GE Aerospace	0.2%	$78,506	254.87K	—	n/c	1
93	CGBL Capital Group Core Balanced…	0.2%	$76,597	2.17M	—	n/c	1
94	BAC Bank of America Corporation	0.2%	$76,284	1.39M	—	n/c	1
95	DBND DOUBLELINE ETF TRUST	0.2%	$75,213	1.62M	—	n/c	1
96	USMV iShares MSCI USA Min Vol…	0.2%	$74,926	795.73K	—	n/c	1
97	PEP PepsiCo, Inc.	0.2%	$73,857	514.61K	—	n/c	1
98	MUB iShares National Muni Bond…	0.2%	$73,684	687.92K	—	n/c	1
99	SPTL State Street SPDR Portfolio…	0.2%	$72,796	2.75M	—	n/c	1
100	AGG iShares Core U.S. Aggregate…	0.2%	$71,858	719.45K	—	n/c	1
101	SCHF Schwab International Equity…	0.2%	$70,535	2.93M	—	n/c	1
102	TAXF AMERICAN CENTY ETF TR	0.2%	$70,015	1.39M	—	n/c	1
103	VTI Vanguard Morningstar Total…	0.2%	$68,030	202.91K	—	n/c	1
104	RDVY First Trust Rising Dividend…	0.2%	$67,443	970.83K	—	n/c	1
105	CAT Caterpillar Inc.	0.2%	$67,230	117.36K	—	n/c	1
106	MOAT VanEck Morningstar Wide…	0.2%	$66,958	646.56K	—	n/c	1
107	BMY Bristol-Myers Squibb Company	0.2%	$66,270	1.23M	—	n/c	1
108	IBM International Business…	0.2%	$65,335	220.57K	—	n/c	1
109	VEU Vanguard FTSE All-World…	0.2%	$64,510	876.97K	—	n/c	1
110	JBND JPMorgan Active Bond ETF	0.2%	$63,726	1.18M	—	n/c	1
111	XLC State Street Communication…	0.2%	$63,128	536.25K	—	n/c	1
112	ORCL Oracle Corporation	0.2%	$63,003	323.24K	—	n/c	1
113	IUSV iShares Core S&P U.S. Value…	0.2%	$62,864	613.07K	—	n/c	1
114	GSST GOLDMAN SACHS ETF TR	0.2%	$62,699	1.24M	—	n/c	1
115	RSST TIDAL TRUST II	0.2%	$62,170	2.19M	—	n/c	1
116	COST Costco Wholesale Corporation	0.2%	$61,834	71.70K	—	n/c	1
117	IWF iShares Russell 1000 Growth…	0.2%	$61,803	130.58K	—	n/c	1
118	JMEE JPMorgan Small & Mid Cap…	0.2%	$61,723	958.74K	—	n/c	1
119	USHY iShares Broad USD High…	0.2%	$61,455	1.64M	—	n/c	1
120	VZ Verizon Communications Inc.	0.2%	$60,559	1.49M	—	n/c	1
121	XLU State Street Utilities…	0.2%	$59,064	1.38M	—	n/c	1
122	FBCG Fidelity Blue Chip Growth…	0.2%	$58,662	1.07M	—	n/c	1
123	T AT&T Inc.	0.2%	$57,548	2.32M	—	n/c	1
124	TJX The TJX Companies, Inc.	0.2%	$57,242	372.64K	—	n/c	1
125	JPST JPMorgan Ultra-Short Income…	0.2%	$56,424	1.12M	—	n/c	1
126	MU Micron Technology, Inc.	0.2%	$56,231	197.02K	—	n/c	1
127	VYMI Vanguard International High…	0.2%	$55,726	619.18K	—	n/c	1
128	DFEM Dimensional - Emerging…	0.1%	$55,404	1.67M	—	n/c	1
129	CVX Chevron Corporation	0.1%	$54,839	359.81K	—	n/c	1
130	SNOW Snowflake Inc.	0.1%	$54,815	249.89K	—	n/c	1
131	AGGY WISDOMTREE TR	0.1%	$54,502	1.24M	—	n/c	1
132	AMGN Amgen Inc.	0.1%	$53,608	163.78K	—	n/c	1
133	EMB iShares J.P. Morgan USD…	0.1%	$53,498	555.65K	—	n/c	1
134	FELC Fidelity Enhanced Large Cap…	0.1%	$53,309	1.40M	—	n/c	1
135	UNH UnitedHealth Group…	0.1%	$52,443	158.87K	—	n/c	1
136	SPMB State Street SPDR Portfolio…	0.1%	$52,358	2.34M	—	n/c	1
137	CIBR First Trust Nasdaq…	0.1%	$52,220	730.87K	—	n/c	1
138	FMUB FIDELITY MERRIMACK STR TR	0.1%	$52,053	1.02M	—	n/c	1
139	ACN Accenture plc	0.1%	$50,992	190.06K	—	n/c	1
140	IGIB iShares 5-10 Year…	0.1%	$50,896	944.62K	—	n/c	1
141	KO The Coca-Cola Company	0.1%	$50,407	721.03K	—	n/c	1
142	XLE State Street Energy Select…	0.1%	$50,362	1.13M	—	n/c	1
143	AMD Advanced Micro Devices, Inc.	0.1%	$50,118	234.02K	—	n/c	1
144	XAR State Street SPDR S&P…	0.1%	$49,856	206.67K	—	n/c	1
145	DIVI FRANKLIN TEMPLETON ETF TR	0.1%	$48,397	1.24M	—	n/c	1
146	MUNI PIMCO Intermediate…	0.1%	$48,359	922.71K	—	n/c	1
147	VOE Vanguard Morningstar…	0.1%	$48,296	272.29K	—	n/c	1
148	DFIV Dimensional - International…	0.1%	$48,254	967.01K	—	n/c	1
149	JEPQ JPMorgan Nasdaq Equity…	0.1%	$47,876	823.75K	—	n/c	1
150	MA Mastercard Incorporated	0.1%	$47,525	83.25K	—	n/c	1
151	REGN Regeneron Pharmaceuticals…	0.1%	$46,752	60.57K	—	n/c	1
152	FTGS FIRST TR EXCHANGE-TRADED FD	0.1%	$46,322	1.31M	—	n/c	1
153	AVEM Avantis Emerging Markets…	0.1%	$46,303	601.18K	—	n/c	1
154	IJH iShares Core S&P Mid-Cap ETF	0.1%	$45,436	688.42K	—	n/c	1
155	LMT Lockheed Martin Corporation	0.1%	$45,416	93.90K	—	n/c	1
156	QYLD Global X - Nasdaq 100…	0.1%	$44,982	2.55M	—	n/c	1
157	NFLX Netflix, Inc.	0.1%	$44,020	469.50K	—	n/c	1
158	GILD Gilead Sciences, Inc.	0.1%	$43,563	354.92K	—	n/c	1
159	SCHB Schwab U.S. Broad Market ETF	0.1%	$43,247	1.65M	—	n/c	1
160	FLQM Franklin U.S. Mid Cap…	0.1%	$42,961	763.62K	—	n/c	1
161	JSCP J P MORGAN EXCHANGE TRADED F	0.1%	$42,678	897.40K	—	n/c	1
162	SPTS State Street SPDR Portfolio…	0.1%	$42,264	1.44M	—	n/c	1
163	ESGU iShares ESG Aware MSCI USA…	0.1%	$41,369	277.69K	—	n/c	1
164	ABT Abbott Laboratories	0.1%	$41,004	327.28K	—	n/c	1
165	BA The Boeing Company	0.1%	$40,902	188.38K	—	n/c	1
166	WFC Wells Fargo & Company	0.1%	$40,707	436.77K	—	n/c	1
167	DFAE Dimensional - Emerging Core…	0.1%	$40,634	1.25M	—	n/c	1
168	PFE Pfizer Inc.	0.1%	$40,472	1.63M	—	n/c	1
169	BNDX Vanguard Total…	0.1%	$40,086	829.59K	—	n/c	1
170	JVAL J P MORGAN EXCHANGE TRADED F	0.1%	$39,127	797.21K	—	n/c	1
171	EMGF iShares Emerging Markets…	0.1%	$39,079	675.53K	—	n/c	1
172	BNY Bank of New York Mellon Corp	0.1%	$38,839	334.56K	—	n/c	1
173	TRV The Travelers Companies…	0.1%	$38,245	131.85K	—	n/c	1
174	IUS INVESCO EXCH TRD SLF IDX FD	0.1%	$38,175	667.86K	—	n/c	1
175	RTX RTX Corporation	0.1%	$38,049	207.46K	—	n/c	1
176	XMMO Invesco S&P MidCap Momentum…	0.1%	$37,768	272.77K	—	n/c	1
177	VCIT Vanguard Intermediate-Term…	0.1%	$37,317	445.58K	—	n/c	1
178	GD General Dynamics Corporation	0.1%	$37,104	110.21K	—	n/c	1
179	VBR Vanguard Morningstar…	0.1%	$36,840	173.95K	—	n/c	1
180	VOT Vanguard Morningstar…	0.1%	$36,818	131.90K	—	n/c	1
181	CRM Salesforce, Inc.	0.1%	$36,709	138.57K	—	n/c	1
182	UNP Union Pacific Corporation	0.1%	$36,115	156.13K	—	n/c	1
183	IGEB ISHARES TR	0.1%	$36,077	790.13K	—	n/c	1
184	SMMU PIMCO ETF TR	0.1%	$35,864	711.16K	—	n/c	1
185	LVHI Franklin International Low…	0.1%	$35,770	971.49K	—	n/c	1
186	GS The Goldman Sachs Group…	0.1%	$35,519	40.41K	—	n/c	1
187	FNDF Schwab Fundamental…	0.1%	$35,365	782.25K	—	n/c	1
188	QCOM QUALCOMM Incorporated	0.1%	$35,256	206.12K	—	n/c	1
189	INTC Intel Corp.	0.1%	$35,164	952.96K	—	n/c	1
190	VBK Vanguard Morningstar…	0.1%	$34,753	115.03K	—	n/c	1
191	MCD McDonald's Corporation	0.1%	$34,564	113.09K	—	n/c	1
192	DFIS Dimensional - International…	0.1%	$34,472	1.05M	—	n/c	1
193	AVUV Avantis U.S. Small Cap…	0.1%	$34,435	337.66K	—	n/c	1
194	SGOV iShares 0-3 Month Treasury…	0.1%	$34,370	342.40K	—	n/c	1
195	ALL The Allstate Corporation	0.1%	$33,999	163.34K	—	n/c	1
196	XTL SPDR SERIES TRUST	0.1%	$33,959	221.63K	—	n/c	1
197	VEA Vanguard FTSE Developed…	0.1%	$33,843	541.76K	—	n/c	1
198	CRWD CrowdStrike Holdings, Inc.	0.1%	$33,784	72.07K	—	n/c	1
199	DFLV Dimensional - US Large Cap…	0.1%	$33,129	968.39K	—	n/c	1
200	CNC Centene Corp.	0.1%	$33,124	804.95K	—	n/c	1
201	SSUS STRATEGY SHS	0.1%	$32,596	668.64K	—	n/c	1
202	CB Chubb Limited	0.1%	$32,359	103.68K	—	n/c	1
203	VLUE iShares MSCI USA Value…	0.1%	$31,756	232.25K	—	n/c	1
204	EXPE Expedia Group, Inc.	0.1%	$31,649	111.71K	—	n/c	1
205	CBOE Cboe Global Markets, Inc.	0.1%	$31,606	125.92K	—	n/c	1
206	MDT Medtronic plc	0.1%	$31,595	328.91K	—	n/c	1
207	FDX FedEx Corporation	0.1%	$31,206	108.03K	—	n/c	1
208	PANW Palo Alto Networks, Inc.	0.1%	$30,692	166.62K	—	n/c	1
209	SPSM State Street SPDR Portfolio…	0.1%	$30,352	647.72K	—	n/c	1
210	ANET Arista Networks, Inc.	0.1%	$30,323	231.42K	—	n/c	1
211	VNLA Janus Henderson Short…	0.1%	$29,918	608.83K	—	n/c	1
212	TEAM Atlassian Corporation	0.1%	$29,838	184.03K	—	n/c	1
213	XSMO Invesco S&P SmallCap…	0.1%	$29,778	413.53K	—	n/c	1
214	UPS United Parcel Service, Inc.	0.1%	$29,495	297.36K	—	n/c	1
215	SPHY State Street SPDR Portfolio…	0.1%	$29,461	1.24M	—	n/c	1
216	PCG PG&E Corporation	0.1%	$29,459	1.83M	—	n/c	1
217	AEP American Electric Power…	0.1%	$29,452	255.41K	—	n/c	1
218	TTC The Toro Company	0.1%	$29,369	373.08K	—	n/c	1
219	VB Vanguard Morningstar…	0.1%	$29,258	113.42K	—	n/c	1
220	MO Altria Group, Inc.	0.1%	$29,052	503.84K	—	n/c	1
221	PCAR PACCAR Inc	0.1%	$28,457	259.86K	—	n/c	1
222	FIX Comfort Systems USA, Inc.	0.1%	$28,297	30.32K	—	n/c	1
223	ZM Zoom Communications, Inc.	0.1%	$28,274	327.66K	—	n/c	1
224	NI NiSource Inc	0.1%	$28,093	672.74K	—	n/c	1
225	ISRG Intuitive Surgical, Inc.	0.1%	$28,047	49.52K	—	n/c	1
226	VIG Vanguard Dividend…	0.1%	$27,525	125.24K	—	n/c	1
227	RSP Invesco S&P 500 Equal…	0.1%	$27,426	143.17K	—	n/c	1
228	DIS The Walt Disney Company	0.1%	$27,108	238.27K	—	n/c	1
229	WM Waste Management, Inc.	0.1%	$27,051	123.12K	—	n/c	1
230	ADBE Adobe Inc.	0.1%	$26,998	77.14K	—	n/c	1
231	EIX Edison International	0.1%	$26,978	449.49K	—	n/c	1
232	PFFD GLOBAL X FDS	0.1%	$26,975	1.43M	—	n/c	1
233	BALT INNOVATOR ETFS TRUST	0.1%	$26,381	787.26K	—	n/c	1
234	CGMS Capital Group U.S.…	0.1%	$26,370	954.76K	—	n/c	1
235	FYLD CAMBRIA ETF TR	0.1%	$26,314	809.90K	—	n/c	1
236	IDMO Invesco S&P International…	0.1%	$26,298	473.24K	—	n/c	1
237	GSY Invesco Ultra Short…	0.1%	$26,233	522.04K	—	n/c	1
238	PMBS PIMCO ETF TR	0.1%	$26,186	526.94K	—	n/c	1
239	APH Amphenol Corporation	0.1%	$26,033	192.64K	—	n/c	1
240	JMUB JPMorgan Municipal ETF	0.1%	$26,011	515.08K	—	n/c	1
241	CMCSA Comcast Corporation	0.1%	$25,902	866.57K	—	n/c	1
242	BOXX EA SERIES TRUST	0.1%	$25,848	224.57K	—	n/c	1
243	INTF iShares International…	0.1%	$25,830	684.25K	—	n/c	1
244	ACGL Arch Capital Group Ltd.	0.1%	$25,715	268.08K	—	n/c	1
245	BRK-A Berkshire Hathaway Inc.	0.1%	$25,663	34	—	n/c	1
246	GM General Motors Company	0.1%	$25,570	314.44K	—	n/c	1
247	ED Consolidated Edison, Inc.	0.1%	$25,567	257.42K	—	n/c	1
248	IYW iShares U.S. Technology ETF	0.1%	$25,525	127.83K	—	n/c	1
249	DUK Duke Energy Corporation	0.1%	$25,141	214.50K	—	n/c	1
250	BKNG Booking Holdings Inc.	0.1%	$25,079	4.68K	—	n/c	1
251	CMDT PIMCO ETF TR	0.1%	$25,010	906.48K	—	n/c	1
252	UBER Uber Technologies, Inc.	0.1%	$24,748	302.88K	—	n/c	1
253	GOVT iShares U.S. Treasury Bond…	0.1%	$24,668	1.07M	—	n/c	1
254	EG Everest Group, Ltd.	0.1%	$24,634	72.59K	—	n/c	1
255	VO Vanguard Morningstar…	0.1%	$24,616	84.82K	—	n/c	1
256	SCI Service Corporation…	0.1%	$24,500	314.23K	—	n/c	1
257	ALB Albemarle Corporation	0.1%	$24,497	173.20K	—	n/c	1
258	MS Morgan Stanley	0.1%	$24,444	137.69K	—	n/c	1
259	DIVO Amplify CWP Enhanced…	0.1%	$24,379	547.84K	—	n/c	1
260	MINO PIMCO ETF TR	0.1%	$24,235	534.74K	—	n/c	1
261	CGUS Capital Group Core Equity…	0.1%	$24,227	602.21K	—	n/c	1
262	GLOW VICTORY PORTFOLIOS II	0.1%	$24,143	782.96K	—	n/c	1
263	ABNB Airbnb, Inc.	0.1%	$24,074	177.38K	—	n/c	1
264	ETN Eaton Corporation plc	0.1%	$23,881	74.98K	—	n/c	1
265	GEV GE Vernova Inc.	0.1%	$23,840	36.48K	—	n/c	1
266	IWD iShares Russell 1000 Value…	0.1%	$23,786	113.08K	—	n/c	1
267	J Jacobs Solutions Inc.	0.1%	$23,741	179.24K	—	n/c	1
268	PNC The PNC Financial Services…	0.1%	$23,631	113.21K	—	n/c	1
269	HYS PIMCO ETF TR	0.1%	$23,604	248.94K	—	n/c	1
270	DFAC Dimensional - US Core…	0.1%	$23,562	595.14K	—	n/c	1
271	COF Capital One Financial…	0.1%	$23,490	96.92K	—	n/c	1
272	EAGG iShares ESG Aware U.S.…	0.1%	$23,486	490.82K	—	n/c	1
273	CI Cigna Corporation	0.1%	$23,340	84.80K	—	n/c	1
274	FSEP FIRST TR EXCHNG TRADED FD VI	0.1%	$23,318	452.25K	—	n/c	1
275	BUFZ FIRST TR EXCHNG TRADED FD VI	0.1%	$23,162	873.05K	—	n/c	1
276	WCMI FIRST TR EXCHANGE-TRADED FD	0.1%	$23,034	1.35M	—	n/c	1
277	SSO PROSHARES TR	0.1%	$22,954	396.31K	—	n/c	1
278	IWR iShares Russell Mid-Cap ETF	0.1%	$22,859	237.45K	—	n/c	1
279	WPC W. P. Carey Inc.	0.1%	$22,797	354.21K	—	n/c	1
280	VMI Valmont Industries, Inc.	0.1%	$22,734	56.51K	—	n/c	1
281	GRNY TIDAL TRUST I	0.1%	$22,628	913.89K	—	n/c	1
282	FSLR First Solar, Inc.	0.1%	$22,509	86.17K	—	n/c	1
283	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$22,469	446.78K	—	n/c	1
284	LRCX Lam Research Corporation	0.1%	$22,423	130.99K	—	n/c	1
285	ICSH iShares Ultra Short…	0.1%	$22,228	439.45K	—	n/c	1
286	CRWV CoreWeave, Inc. Class A…	0.1%	$22,058	308.03K	—	n/c	1
287	PM Philip Morris International…	0.1%	$21,953	136.86K	—	n/c	1
288	AMAT Applied Materials, Inc.	0.1%	$21,874	85.12K	—	n/c	1
289	C Citigroup Inc.	0.1%	$21,747	186.37K	—	n/c	1
290	XLRE State Street Real Estate…	0.1%	$21,342	528.92K	—	n/c	1
291	SPSB State Street SPDR Portfolio…	0.1%	$21,320	705.97K	—	n/c	1
292	TXN Texas Instruments…	0.1%	$21,152	121.92K	—	n/c	1
293	MCK McKesson Corporation	0.1%	$20,932	25.52K	—	n/c	1
294	IWM iShares Russell 2000 ETF	0.1%	$20,931	85.03K	—	n/c	1
295	EVRG Evergy, Inc.	0.1%	$20,864	287.82K	—	n/c	1
296	SJM The J. M. Smucker Company	0.1%	$20,785	212.50K	—	n/c	1
297	NEE NextEra Energy, Inc.	0.1%	$20,724	258.14K	—	n/c	1
298	ARKW ARK ETF TR	0.1%	$20,712	140.20K	—	n/c	1
299	PDBC Invesco Optimum Yield…	0.1%	$20,701	1.56M	—	n/c	1
300	EMXC iShares MSCI Emerging…	0.1%	$20,673	284.44K	—	n/c	1
301	WRB W. R. Berkley Corporation	0.1%	$20,622	294.09K	—	n/c	1
302	JCPB JPMorgan Core Plus Bond ETF	0.1%	$20,465	432.21K	—	n/c	1
303	MEDP Medpace Holdings, Inc.	0.1%	$20,414	36.35K	—	n/c	1
304	XLF State Street Financial…	0.1%	$20,391	372.31K	—	n/c	1
305	INCY Incyte Corporation	0.1%	$20,329	205.82K	—	n/c	1
306	NEM Newmont Corporation	0.1%	$20,259	202.89K	—	n/c	1
307	MMM 3M Company	0.1%	$20,143	125.81K	—	n/c	1
308	CDC VICTORY PORTFOLIOS II	0.1%	$20,101	305.07K	—	n/c	1
309	IJR iShares Core S&P Small-Cap…	0.1%	$20,060	166.92K	—	n/c	1
310	IBIT iShares Bitcoin Trust ETF	0.1%	$19,973	402.28K	—	n/c	1
311	LCTU BLACKROCK ETF TRUST	0.1%	$19,870	268.19K	—	n/c	1
312	MRVL Marvell Technology, Inc.	0.1%	$19,775	232.70K	—	n/c	1
313	BUFD FT Vest Laddered Deep…	0.1%	$19,754	699.51K	—	n/c	1
314	SPLV Invesco S&P 500 Low…	0.1%	$19,673	275.45K	—	n/c	1
315	XME State Street SPDR S&P…	0.1%	$19,671	189.86K	—	n/c	1
316	XLY State Street Consumer…	0.1%	$19,542	163.66K	—	n/c	1
317	LMBS First Trust Low Duration…	0.1%	$19,492	389.91K	—	n/c	1
318	COWZ Pacer US Cash Cows 100 ETF	0.1%	$19,451	323.27K	—	n/c	1
319	NOW ServiceNow, Inc.	0.1%	$19,415	126.74K	—	n/c	1
320	HEQT SIMPLIFY EXCHANGE TRADED FUN	0.1%	$19,399	605.28K	—	n/c	1
321	EFG iShares MSCI EAFE Growth ETF	0.1%	$19,211	168.64K	—	n/c	1
322	SPIB State Street SPDR Portfolio…	0.1%	$19,080	564.34K	—	n/c	1
323	IWB iShares Russell 1000 ETF	0.1%	$19,075	51.08K	—	n/c	1
324	JBHT J.B. Hunt Transport…	0.1%	$19,000	97.77K	—	n/c	1
325	NTRA Natera, Inc.	0.1%	$18,999	82.93K	—	n/c	1
326	RBLX Roblox Corporation	0.1%	$18,973	234.15K	—	n/c	1
327	GIS General Mills, Inc.	0.1%	$18,966	407.88K	—	n/c	1
328	INTU Intuit Inc.	0.1%	$18,958	28.62K	—	n/c	1
329	XLV State Street Health Care…	0.1%	$18,949	122.41K	—	n/c	1
330	PAVE Global X - U.S.…	0.1%	$18,808	393.56K	—	n/c	1
331	FTI TechnipFMC plc	0.1%	$18,767	421.16K	—	n/c	1
332	CTRA Coterra Energy Inc.	0.1%	$18,737	711.90K	—	n/c	1
333	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$18,736	279.10K	—	n/c	1
334	FDEC FIRST TR EXCHNG TRADED FD VI	0.1%	$18,720	365.75K	—	n/c	1
335	JAVA JPMorgan Active Value ETF	0.1%	$18,710	260.87K	—	n/c	1
336	KHC The Kraft Heinz Company	0.1%	$18,637	768.55K	—	n/c	1
337	ESTC Elastic N.V.	0.1%	$18,578	246.26K	—	n/c	1
338	FJUL FIRST TR EXCHNG TRADED FD VI	0.1%	$18,569	332.09K	—	n/c	1
339	MAA Mid-America Apartment…	0.1%	$18,397	132.44K	—	n/c	1
340	XTRE BONDBLOXX ETF TRUST	0.1%	$18,357	368.90K	—	n/c	1
341	VGIT Vanguard Intermediate-Term…	0.1%	$18,345	306.10K	—	n/c	1
342	VRSN VeriSign, Inc.	0.1%	$18,332	75.46K	—	n/c	1
343	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$18,268	148.15K	—	n/c	1
344	SDG ISHARES TR	0.0%	$18,261	216.81K	—	n/c	1
345	KMI Kinder Morgan, Inc.	0.0%	$18,251	663.91K	—	n/c	1
346	DFSV Dimensional - US Small Cap…	0.0%	$18,106	550.49K	—	n/c	1
347	XLB State Street Materials…	0.0%	$18,093	398.97K	—	n/c	1
348	JMST JPMorgan Ultra-Short…	0.0%	$18,008	353.51K	—	n/c	1
349	TAXX BONDBLOXX ETF TRUST	0.0%	$17,872	352.37K	—	n/c	1
350	KMB Kimberly-Clark Corporation	0.0%	$17,802	176.45K	—	n/c	1
351	EFA iShares MSCI EAFE ETF	0.0%	$17,796	185.32K	—	n/c	1
352	ILMN Illumina, Inc.	0.0%	$17,777	135.53K	—	n/c	1
353	EALT INNOVATOR ETFS TRUST	0.0%	$17,755	503.12K	—	n/c	1
354	WDC Western Digital Corporation	0.0%	$17,662	102.53K	—	n/c	1
355	TROW T. Rowe Price Group, Inc.	0.0%	$17,638	172.28K	—	n/c	1
356	TLT iShares 20+ Year Treasury…	0.0%	$17,546	201.31K	—	n/c	1
357	TPR Tapestry, Inc.	0.0%	$17,424	136.37K	—	n/c	1
358	SCHX Schwab U.S. Large-Cap ETF	0.0%	$17,262	641.48K	—	n/c	1
359	SDVY First Trust SMID Cap Rising…	0.0%	$17,185	448.47K	—	n/c	1
360	PSX Phillips 66	0.0%	$17,172	133.08K	—	n/c	1
361	MDYV State Street SPDR S&P 400…	0.0%	$17,047	201.38K	—	n/c	1
362	FLOT iShares Floating Rate Bond…	0.0%	$16,855	331.40K	—	n/c	1
363	FV First Trust Dorsey Wright…	0.0%	$16,804	267.07K	—	n/c	1
364	SGOL abrdn Physical Gold Shares…	0.0%	$16,790	408.71K	—	n/c	1
365	AR Antero Resources Corporation	0.0%	$16,723	485.30K	—	n/c	1
366	VCLT Vanguard Long-Term…	0.0%	$16,714	220.35K	—	n/c	1
367	TIP iShares TIPS Bond ETF	0.0%	$16,626	151.27K	—	n/c	1
368	DAL Delta Air Lines, Inc.	0.0%	$16,567	238.72K	—	n/c	1
369	IEF iShares 7-10 Year Treasury…	0.0%	$16,470	171.27K	—	n/c	1
370	LVS Las Vegas Sands Corp.	0.0%	$16,429	252.41K	—	n/c	1
371	ICVT iShares Convertible Bond ETF	0.0%	$16,412	166.62K	—	n/c	1
372	LYFT Lyft, Inc.	0.0%	$16,389	846.12K	—	n/c	1
373	ACWI iShares MSCI ACWI ETF	0.0%	$16,314	115.30K	—	n/c	1
374	FAUG FIRST TR EXCHNG TRADED FD VI	0.0%	$16,312	308.06K	—	n/c	1
375	ALGN Align Technology, Inc.	0.0%	$16,211	103.82K	—	n/c	1
376	IWV iShares Russell 3000 ETF	0.0%	$16,162	41.78K	—	n/c	1
377	DG Dollar General Corporation	0.0%	$15,923	119.93K	—	n/c	1
378	SNDK Sandisk Corporation	0.0%	$15,833	66.70K	—	n/c	1
379	IBTI ISHARES TR	0.0%	$15,780	705.55K	—	n/c	1
380	VWO Vanguard FTSE Emerging…	0.0%	$15,678	291.63K	—	n/c	1
381	IMCG iShares Morningstar Mid-Cap…	0.0%	$15,667	196.22K	—	n/c	1
382	IBTK ISHARES TR	0.0%	$15,610	786.60K	—	n/c	1
383	IBTJ ISHARES TR	0.0%	$15,597	710.72K	—	n/c	1
384	SUSC iShares ESG Aware USD…	0.0%	$15,577	666.11K	—	n/c	1
385	FTHI First Trust BuyWrite Income…	0.0%	$15,560	658.78K	—	n/c	1
386	CMI Cummins Inc.	0.0%	$15,507	30.38K	—	n/c	1
387	DFGR DIMENSIONAL ETF TRUST	0.0%	$15,344	580.77K	—	n/c	1
388	SRLN State Street Blackstone…	0.0%	$15,343	371.77K	—	n/c	1
389	FIBR ISHARES TR	0.0%	$15,335	170.84K	—	n/c	1
390	HRL Hormel Foods Corporation	0.0%	$15,215	641.97K	—	n/c	1
391	BBY Best Buy Co., Inc.	0.0%	$15,214	227.31K	—	n/c	1
392	AVDV Avantis International Small…	0.0%	$14,933	158.91K	—	n/c	1
393	FICS FIRST TR EXCHANGE TRADED FD	0.0%	$14,866	370.62K	—	n/c	1
394	TMO Thermo Fisher Scientific…	0.0%	$14,849	25.63K	—	n/c	1
395	ADSK Autodesk, Inc.	0.0%	$14,554	49.17K	—	n/c	1
396	IT Gartner, Inc.	0.0%	$14,553	57.68K	—	n/c	1
397	SO The Southern Company	0.0%	$14,429	165.47K	—	n/c	1
398	HSBC HSBC Holdings plc	0.0%	$14,387	182.88K	—	n/c	1
399	CMG Chipotle Mexican Grill, Inc.	0.0%	$14,370	388.37K	—	n/c	1
400	GSIE Goldman Sachs ActiveBeta…	0.0%	$14,344	334.05K	—	n/c	1
401	FTSL First Trust Senior Loan Fund	0.0%	$14,322	312.16K	—	n/c	1
402	FFEB FIRST TR EXCHNG TRADED FD VI	0.0%	$14,293	252.44K	—	n/c	1
403	TMUS T-Mobile US, Inc.	0.0%	$14,283	70.34K	—	n/c	1
404	ARM Arm Holdings plc American…	0.0%	$14,261	130.46K	—	n/c	1
405	IBDR iShares iBonds Dec 2026…	0.0%	$14,210	586.46K	—	n/c	1
406	AXP American Express Company	0.0%	$14,177	38.32K	—	n/c	1
407	FCX Freeport-McMoRan Inc.	0.0%	$14,084	277.30K	—	n/c	1
408	CME CME Group Inc.	0.0%	$14,049	51.45K	—	n/c	1
409	IGSB iShares 1-5 Year Investment…	0.0%	$13,955	263.89K	—	n/c	1
410	SLYG State Street SPDR S&P 600…	0.0%	$13,905	147.63K	—	n/c	1
411	IGE ISHARES TR	0.0%	$13,744	273.79K	—	n/c	1
412	MKTX MarketAxess Holdings Inc.	0.0%	$13,714	75.67K	—	n/c	1
413	XMHQ Invesco S&P MidCap Quality…	0.0%	$13,649	133.26K	—	n/c	1
414	ARKK ARK Innovation ETF	0.0%	$13,563	176.33K	—	n/c	1
415	NBIX Neurocrine Biosciences, Inc.	0.0%	$13,478	95.03K	—	n/c	1
416	BUYW NORTHERN LTS FD TR IV	0.0%	$13,457	939.71K	—	n/c	1
417	BITB Bitwise Bitcoin ETF Trust	0.0%	$13,238	278.35K	—	n/c	1
418	IDV iShares International…	0.0%	$13,070	331.30K	—	n/c	1
419	DHR Danaher Corporation	0.0%	$13,063	57.06K	—	n/c	1
420	SCHW The Charles Schwab…	0.0%	$12,963	129.75K	—	n/c	1
421	PJAN INNOVATOR ETFS TRUST	0.0%	$12,895	274.25K	—	n/c	1
422	PJUL INNOVATOR ETFS TRUST	0.0%	$12,871	277.22K	—	n/c	1
423	VNQ Vanguard Real Estate ETF	0.0%	$12,869	145.43K	—	n/c	1
424	IBTG iShares iBonds Dec 2026…	0.0%	$12,866	562.43K	—	n/c	1
425	BSCU Invesco BulletShares 2030…	0.0%	$12,841	758.95K	—	n/c	1
426	XT iShares Future Exponential…	0.0%	$12,838	184.09K	—	n/c	1
427	BKGI BNY MELLON ETF TRUST	0.0%	$12,759	316.29K	—	n/c	1
428	EXEL Exelixis, Inc.	0.0%	$12,742	290.71K	—	n/c	1
429	DUNK TIDAL TRUST I	0.0%	$12,647	513.91K	—	n/c	1
430	XSVM INVESCO EXCHANGE TRADED FD T	0.0%	$12,597	220.46K	—	n/c	1
431	IQV IQVIA Holdings Inc.	0.0%	$12,585	55.83K	—	n/c	1
432	IWP iShares Russell Mid-Cap…	0.0%	$12,569	91.78K	—	n/c	1
433	FDVV Fidelity High Dividend ETF	0.0%	$12,567	221.68K	—	n/c	1
434	ISCG ISHARES TR	0.0%	$12,556	226.40K	—	n/c	1
435	AME AMETEK, Inc.	0.0%	$12,551	61.13K	—	n/c	1
436	MLI Mueller Industries, Inc.	0.0%	$12,508	108.96K	—	n/c	1
437	SPBC SIMPLIFY EXCHANGE TRADED FUN	0.0%	$12,500	279.52K	—	n/c	1
438	ROP Roper Technologies, Inc.	0.0%	$12,449	27.97K	—	n/c	1
439	CTSH Cognizant Technology…	0.0%	$12,344	148.72K	—	n/c	1
440	IGV iShares Expanded…	0.0%	$12,309	116.46K	—	n/c	1
441	EXAS Exact Sciences Corporation	0.0%	$12,298	121.09K	—	n/c	1
442	SPOT Spotify Technology S.A.	0.0%	$12,233	21.07K	—	n/c	1
443	USB U.S. Bancorp	0.0%	$12,231	229.22K	—	n/c	1
444	ADT ADT Inc.	0.0%	$12,224	1.51M	—	n/c	1
445	VXF Vanguard Extended Market ETF	0.0%	$12,222	58.45K	—	n/c	1
446	IBTH ISHARES TR	0.0%	$12,178	541.95K	—	n/c	1
447	CATH GLOBAL X FDS	0.0%	$12,138	147.62K	—	n/c	1
448	IBDS iShares iBonds Dec 2027…	0.0%	$12,135	499.77K	—	n/c	1
449	DE Deere & Company	0.0%	$12,117	26.03K	—	n/c	1
450	MRSH Marsh & McLennan Companies…	0.0%	$11,941	64.36K	—	n/c	1
451	CVS CVS Health Corp.	0.0%	$11,921	150.22K	—	n/c	1
452	OMC Omnicom Group Inc.	0.0%	$11,846	146.70K	—	n/c	1
453	ADI Analog Devices, Inc.	0.0%	$11,748	43.32K	—	n/c	1
454	LOW Lowe's Companies, Inc.	0.0%	$11,734	48.66K	—	n/c	1
455	BX Blackstone Inc.	0.0%	$11,712	75.98K	—	n/c	1
456	KDP Keurig Dr Pepper Inc.	0.0%	$11,708	417.99K	—	n/c	1
457	DFAS Dimensional - US Small Cap…	0.0%	$11,707	168.04K	—	n/c	1
458	FTLS First Trust Long/Short…	0.0%	$11,706	164.90K	—	n/c	1
459	INTL NORTHERN LTS FD TR IV	0.0%	$11,687	418.75K	—	n/c	1
460	VRT Vertiv Holdings Co	0.0%	$11,659	71.97K	—	n/c	1
461	UTHR United Therapeutics…	0.0%	$11,650	23.91K	—	n/c	1
462	XLI State Street Industrial…	0.0%	$11,540	74.40K	—	n/c	1
463	FTNT Fortinet, Inc.	0.0%	$11,534	145.24K	—	n/c	1
464	MRNA Moderna, Inc.	0.0%	$11,480	389.30K	—	n/c	1
465	SCHV Schwab U.S. Large-Cap Value…	0.0%	$11,470	387.37K	—	n/c	1
466	DKNG DraftKings Inc.	0.0%	$11,467	332.77K	—	n/c	1
467	TEM Tempus AI, Inc.	0.0%	$11,467	194.19K	—	n/c	1
468	NVS Novartis AG	0.0%	$11,453	83.07K	—	n/c	1
469	PWR Quanta Services, Inc.	0.0%	$11,439	27.10K	—	n/c	1
470	IEUR iShares Core MSCI Europe ETF	0.0%	$11,392	160.50K	—	n/c	1
471	SPHD Invesco S&P 500 High…	0.0%	$11,355	236.57K	—	n/c	1
472	BBIN JPMorgan BetaBuilders…	0.0%	$11,351	156.96K	—	n/c	1
473	FJUN FIRST TR EXCHNG TRADED FD VI	0.0%	$11,297	197.99K	—	n/c	1
474	MDY State Street SPDR S&P…	0.0%	$11,190	18.55K	—	n/c	1
475	COP ConocoPhillips	0.0%	$11,185	119.48K	—	n/c	1
476	ULTA Ulta Beauty, Inc.	0.0%	$11,175	18.47K	—	n/c	1
477	CIEN Ciena Corporation	0.0%	$11,124	47.57K	—	n/c	1
478	AFSM FIRST TR EXCHNG TRADED FD VI	0.0%	$11,064	336.48K	—	n/c	1
479	TXT Textron Inc.	0.0%	$11,044	126.70K	—	n/c	1
480	IEI iShares 3-7 Year Treasury…	0.0%	$11,018	92.32K	—	n/c	1
481	QVAL EA SERIES TRUST	0.0%	$10,989	225.21K	—	n/c	1
482	PGR The Progressive Corporation	0.0%	$10,981	48.22K	—	n/c	1
483	CFG Citizens Financial Group…	0.0%	$10,951	187.48K	—	n/c	1
484	FVD First Trust Value Line…	0.0%	$10,937	237.34K	—	n/c	1
485	SBUX Starbucks Corporation	0.0%	$10,912	129.59K	—	n/c	1
486	DJAN FIRST TR EXCHNG TRADED FD VI	0.0%	$10,901	251.10K	—	n/c	1
487	JNK State Street SPDR Bloomberg…	0.0%	$10,867	111.79K	—	n/c	1
488	AMP Ameriprise Financial, Inc.	0.0%	$10,864	22.16K	—	n/c	1
489	AVDS AMERICAN CENTY ETF TR	0.0%	$10,860	155.56K	—	n/c	1
490	VTHR Vanguard Russell 3000 ETF	0.0%	$10,843	36.10K	—	n/c	1
491	TSM Taiwan Semiconductor…	0.0%	$10,822	35.61K	—	n/c	1
492	HUBS HubSpot, Inc.	0.0%	$10,822	26.97K	—	n/c	1
493	NEAR iShares Short Duration Bond…	0.0%	$10,811	211.57K	—	n/c	1
494	POCT INNOVATOR ETFS TRUST	0.0%	$10,786	245.59K	—	n/c	1
495	AVSC Avantis U.S. Small Cap…	0.0%	$10,669	181.63K	—	n/c	1
496	THC Tenet Healthcare Corporation	0.0%	$10,619	53.44K	—	n/c	1
497	FMDE Fidelity Enhanced Mid Cap…	0.0%	$10,603	291.45K	—	n/c	1
498	PAPR INNOVATOR ETFS TRUST	0.0%	$10,590	270.70K	—	n/c	1
499	FLXR TCW Flexible Income ETF	0.0%	$10,549	266.39K	—	n/c	1
500	IWN iShares Russell 2000 Value…	0.0%	$10,543	58.18K	—	n/c	1

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.

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
SPY	Put	174.50K	$2,402
SPY	Call	10.80K	$1,477
CRWV	Call	7.50K	$81
NVDA	Put	11.00K	$48
NVDA	Call	4.00K	$42
UBER	Put	2.50K	$9
AAPL	Put	4.70K	$8
GDX	Call	2.00K	$8
AMZN	Put	2.00K	$7
SMCI	Call	3.00K	$5
JOBY	Call	1.00K	$5
GE	Put	1.30K	$2
GEV	Put	300	$1
ACHR	Call	500	$1
DJT	Put	100	$0
DKNG	Call	500	$0
SOUN	Call	200	$0
AZN	Put	6.30K	$0

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

54670–1 quý

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

Hồ sơ nộp

May 14 2026 13F-HR · kỳ Q1 2026

$38.05B · 5,738 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Jan 26 2026 13F-HR · kỳ Q4 2025

$36.91M · 5,622 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Oct 15 2025 13F-HR · kỳ Q3 2025

$33.25M · 5,526 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Jul 25 2025 13F-HR · kỳ Q2 2025

$28.36M · 5,277 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: Q4 2025 · hồ sơ mới nhất May 14, 2026 · Phương pháp tính thay đổi

☆ Cwm, Llc

Cwm, Llc