Hồ sơ lưu nhà quản lý

Empower Advisory Group, LLC

Greenwood Village, CO · CIK 1978885 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$41.92BGiá trị 13F được báo cáo

533Vị thế

46.8%Tỷ trọng top 10

30.60Danh mục nắm giữ hiệu lực

2.7%Doanh thu ước tính

+42Mới

−20Thoát 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 67.1% (+0.3pp)

Công nghệ 5.5% (+0.4pp)

Dịch vụ Truyền thông 4.0% (-0.3pp)

Vật liệu Cơ bản 3.8% (-0.3pp)

Hàng tiêu dùng thiết yếu 3.8% (-0.1pp)

Tiện ích 3.6% (-0.3pp)

Chăm sóc sức khỏe 3.5% (+0.3pp)

Hàng tiêu dùng chu kỳ 3.2% (+0.2pp)

Công nghiệp 2.9% (+0.1pp)

Năng lượng 2.5% (-0.4pp)

Bất động sản 0.0% (+0.0pp)

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	SCHF Schwab International Equity…	12.1%	$5.06B	182.56M	-1.7%	▼ Trim	3+
2	IWM iShares Russell 2000 ETF	5.7%	$2.38B	7.93M	-7.7%	▼ Trim	3+
3	VWO Vanguard FTSE Emerging…	5.1%	$2.13B	35.77M	+0.7%	▲ Add	3+
4	BSV Vanguard Short-Term Bond ETF	4.5%	$1.89B	24.30M	+7.8%	▲ Add	3+
5	VNQ Vanguard Real Estate ETF	4.0%	$1.70B	17.59M	+4.2%	▲ Add	3+
6	VGIT Vanguard Intermediate-Term…	3.6%	$1.51B	25.56M	+8.3%	▲ Add	3+
7	SCHP Schwab US TIPS ETF	3.6%	$1.50B	56.68M	+6.7%	▲ Add	3+
8	SCHA Schwab U.S. Small-Cap ETF	3.2%	$1.36B	37.70M	+2.1%	▲ Add	3+
9	USIG iShares Broad USD…	2.7%	$1.13B	21.94M	+7.8%	▲ Add	3+
10	VGLT Vanguard Long-Term Treasury…	2.2%	$933.65M	16.92M	+8.8%	▲ Add	3+
11	VSS Vanguard FTSE All-World…	1.9%	$777.84M	5.04M	+0.8%	▲ Add	3+
12	VNQI Vanguard Global ex-U.S.…	1.7%	$694.46M	15.48M	+6.2%	▲ Add	3+
13	EBND SPDR Bloomberg Emerging…	1.5%	$625.29M	29.89M	+8.1%	▲ Add	3+
14	AAPL Apple Inc.	1.4%	$606.66M	2.10M	-0.3%	▼ Trim	3+
15	NVDA NVIDIA Corporation	1.4%	$566.71M	2.83M	-1.9%	▼ Trim	3+
16	ESGD iShares ESG Aware MSCI EAFE…	1.3%	$558.43M	5.43M	-0.8%	▼ Trim	3+
17	SHYG iShares 0-5 Year High Yield…	1.3%	$553.46M	13.05M	+7.9%	▲ Add	3+
18	GLDM SPDR Gold MiniShares Trust	1.2%	$522.72M	6.58M	+10.6%	▲ Add	3+
19	PDBC Invesco Optimum Yield…	1.2%	$519.99M	32.75M	-5.1%	▼ Trim	3+
20	VTI Vanguard Morningstar Total…	1.2%	$510.03M	1.38M	+5.9%	▲ Add	3+
21	AMZN Amazon.com, Inc.	1.2%	$509.85M	2.14M	+0.5%	▲ Add	3+
22	GOOG Alphabet Inc.	1.2%	$505.06M	1.43M	+0.1%	▲ Add	3+
23	BNDX Vanguard Total…	1.1%	$478.70M	9.88M	+12.7%	▲ Add	3+
24	MSFT Microsoft Corporation	1.0%	$438.16M	1.17M	+4.8%	▲ Add	3+
25	IAU iShares Gold Trust	0.9%	$395.50M	5.24M	-3.1%	▼ Trim	3+
26	META Meta Platforms, Inc.	0.8%	$342.64M	608.29K	+8.7%	▲ Add	3+
27	LLY Eli Lilly and Company	0.8%	$321.54M	268.07K	+3.2%	▲ Add	3+
28	WMT Walmart Inc.	0.7%	$303.37M	2.68M	+0.4%	▲ Add	3+
29	JPM JPMorgan Chase & Co.	0.7%	$289.49M	884.40K	+2.0%	▲ Add	3+
30	TSLA Tesla, Inc.	0.7%	$289.06M	687.26K	+3.9%	▲ Add	3+
31	BRK-B Berkshire Hathaway Inc.	0.7%	$276.93M	553.42K	+3.7%	▲ Add	3+
32	ESGE iShares ESG Aware MSCI EM…	0.6%	$254.58M	4.66M	-10.9%	▼ Trim	3+
33	XONA.DE Exxon Mobil Corporation	0.6%	$243.22M	1.78M	+1.4%	▲ Add	3+
34	JNJ Johnson & Johnson	0.5%	$229.92M	905.32K	+0.9%	▲ Add	3+
35	MA Mastercard Incorporated	0.5%	$225.91M	439.85K	+8.8%	▲ Add	3+
36	UNH UnitedHealth Group…	0.5%	$208.41M	501.43K	+13.4%	▲ Add	3+
37	NEE NextEra Energy, Inc.	0.5%	$188.56M	2.15M	+1.9%	▲ Add	3+
38	LIN Linde plc	0.4%	$182.50M	351.69K	+3.4%	▲ Add	3+
39	CAT Caterpillar Inc.	0.4%	$182.45M	171.33K	-0.3%	▼ Trim	3+
40	COST Costco Wholesale Corporation	0.4%	$181.87M	194.42K	+2.6%	▲ Add	3+
41	DUK Duke Energy Corporation	0.4%	$178.07M	1.41M	+3.5%	▲ Add	3+
42	GE GE Aerospace	0.4%	$177.76M	475.63K	+17.5%	▲ Add	3+
43	IWB iShares Russell 1000 ETF	0.4%	$176.29M	430.49K	-2.7%	▼ Trim	3+
44	PG The Procter & Gamble Company	0.4%	$168.23M	1.15M	+8.0%	▲ Add	3+
45	AVGO Broadcom Inc.	0.4%	$166.33M	440.33K	-0.5%	▼ Trim	3+
46	DASH DoorDash, Inc.	0.4%	$163.62M	886.71K	+74.7%	▲ Add	3+
47	SO The Southern Company	0.4%	$156.48M	1.63M	+3.3%	▲ Add	3+
48	DIS The Walt Disney Company	0.4%	$154.67M	1.61M	+5.1%	▲ Add	3+
49	NUE Nucor Corporation	0.4%	$152.23M	683.40K	-0.8%	▼ Trim	3+
50	RSP Invesco S&P 500 Equal…	0.4%	$151.06M	709.96K	+9.1%	▲ Add	3+
51	CVX Chevron Corporation	0.4%	$148.10M	893.45K	+2.3%	▲ Add	3+
52	HD The Home Depot, Inc.	0.4%	$147.61M	418.55K	+9.9%	▲ Add	3+
53	ECL Ecolab Inc.	0.3%	$140.06M	502.70K	-19.4%	▼ Trim	3+
54	MNST Monster Beverage Corporation	0.3%	$139.74M	1.45M	+1.1%	▲ Add	3+
55	NFLX Netflix, Inc.	0.3%	$137.41M	1.92M	+4.5%	▲ Add	3+
56	NEM Newmont Corporation	0.3%	$135.64M	1.45M	-0.2%	▼ Trim	3+
57	SCCO Southern Copper Corporation	0.3%	$132.69M	761.44K	+11.5%	▲ Add	3+
58	ADM Archer-Daniels-Midland…	0.3%	$131.28M	1.72M	+0.7%	▲ Add	3+
59	SBUX Starbucks Corporation	0.3%	$128.43M	1.26M	+1.7%	▲ Add	3+
60	ABBV AbbVie Inc.	0.3%	$127.68M	507.38K	-1.4%	▼ Trim	3+
61	AMGN Amgen Inc.	0.3%	$126.62M	349.67K	+2.1%	▲ Add	3+
62	UPS United Parcel Service, Inc.	0.3%	$124.67M	1.16M	+1.1%	▲ Add	3+
63	AEP American Electric Power…	0.3%	$120.87M	883.48K	+1.8%	▲ Add	3+
64	KO The Coca-Cola Company	0.3%	$120.59M	1.48M	+12.8%	▲ Add	3+
65	DLTR Dollar Tree, Inc.	0.3%	$120.58M	996.91K	+3.1%	▲ Add	3+
66	APD Air Products and Chemicals…	0.3%	$118.30M	403.50K	+4.0%	▲ Add	3+
67	COP ConocoPhillips	0.3%	$116.62M	1.12M	+27.1%	▲ Add	3+
68	PFE Pfizer Inc.	0.3%	$116.32M	4.83M	-14.1%	▼ Trim	3+
69	BAC Bank of America Corporation	0.3%	$115.32M	2.02M	+1.0%	▲ Add	3+
70	WM Waste Management, Inc.	0.3%	$115.06M	516.22K	+4.1%	▲ Add	3+
71	CEG Constellation Energy…	0.3%	$113.31M	456.22K	+28.5%	▲ Add	3+
72	FCX Freeport-McMoRan Inc.	0.3%	$107.93M	1.72M	+2.1%	▲ Add	3+
73	PGR The Progressive Corporation	0.3%	$107.71M	493.07K	+12.3%	▲ Add	3+
74	SRE Sempra	0.3%	$106.31M	1.15M	-6.1%	▼ Trim	3+
75	ITW Illinois Tool Works Inc.	0.3%	$105.84M	391.31K	+1.2%	▲ Add	3+
76	SPYM State Street SPDR Portfolio…	0.2%	$101.22M	1.15M	-44.1%	▼ Trim	3+
77	GS The Goldman Sachs Group…	0.2%	$101.06M	99.93K	+0.7%	▲ Add	3+
78	VMC Vulcan Materials Company	0.2%	$100.87M	341.91K	+13.5%	▲ Add	3+
79	VLO Valero Energy Corporation	0.2%	$100.00M	383.97K	-35.9%	▼ Trim	3+
80	SHW The Sherwin-Williams Company	0.2%	$99.79M	289.81K	+0.4%	▲ Add	3+
81	PPL PPL Corporation	0.2%	$99.16M	2.73M	+2.4%	▲ Add	3+
82	LHX L3Harris Technologies, Inc.	0.2%	$98.84M	340.14K	-14.4%	▼ Trim	3+
83	FTNT Fortinet, Inc.	0.2%	$97.56M	635.05K	-37.8%	▼ Trim	3+
84	VZ Verizon Communications Inc.	0.2%	$96.80M	2.29M	+6.0%	▲ Add	3+
85	IBKR Interactive Brokers Group…	0.2%	$96.78M	1.11M	+0.5%	▲ Add	3+
86	SYY Sysco Corporation	0.2%	$96.63M	1.16M	+2.4%	▲ Add	3+
87	PNW Pinnacle West Capital…	0.2%	$96.48M	901.69K	+1.6%	▲ Add	3+
88	CMG Chipotle Mexican Grill, Inc.	0.2%	$95.82M	2.82M	+22.6%	▲ Add	3+
89	TGT Target Corporation	0.2%	$95.10M	728.10K	+2.3%	▲ Add	3+
90	RTX RTX Corporation	0.2%	$94.33M	497.19K	+4.7%	▲ Add	3+
91	MAS Masco Corporation	0.2%	$94.33M	1.16M	+2.4%	▲ Add	3+
92	ES Eversource Energy	0.2%	$94.09M	1.30M	+2.0%	▲ Add	3+
93	EVRG Evergy, Inc.	0.2%	$93.52M	1.08M	+1.3%	▲ Add	3+
94	KMI Kinder Morgan, Inc.	0.2%	$92.10M	2.88M	+1.3%	▲ Add	3+
95	ABT Abbott Laboratories	0.2%	$84.80M	934.54K	-1.4%	▼ Trim	3+
96	CMCSA Comcast Corporation	0.2%	$84.37M	3.44M	+6.5%	▲ Add	3+
97	ESGU iShares ESG Aware MSCI USA…	0.2%	$83.50M	510.18K	+1.3%	▲ Add	3+
98	BA The Boeing Company	0.2%	$83.42M	385.38K	+7.8%	▲ Add	3+
99	VAW Vanguard Materials ETF	0.2%	$83.17M	363.50K	+5.8%	▲ Add	3+
100	PEP PepsiCo, Inc.	0.2%	$82.99M	612.91K	+7.9%	▲ Add	3+
101	ALB Albemarle Corporation	0.2%	$81.97M	607.04K	+1.3%	▲ Add	3+
102	T AT&T Inc.	0.2%	$81.76M	3.95M	-7.5%	▼ Trim	3+
103	VPU Vanguard Utilities ETF	0.2%	$80.79M	412.79K	+7.9%	▲ Add	3+
104	EW Edwards Lifesciences…	0.2%	$80.38M	888.62K	+2.5%	▲ Add	3+
105	SNOW Snowflake Inc.	0.2%	$79.17M	311.07K	+75.8%	▲ Add	3+
106	KKR KKR & Co. Inc.	0.2%	$78.60M	856.37K	+138.3%	▲ Add	3+
107	WMB The Williams Companies, Inc.	0.2%	$77.36M	1.04M	+2.6%	▲ Add	3+
108	TMUS T-Mobile US, Inc.	0.2%	$75.36M	449.29K	+11.3%	▲ Add	3+
109	HOOD Robinhood Markets, Inc.	0.2%	$71.94M	717.38K	+85.9%	▲ Add	3+
110	WTRG Essential Utilities, Inc.	0.2%	$71.70M	1.87M	+3.5%	▲ Add	3+
111	BKR Baker Hughes Company	0.2%	$71.45M	1.29M	-42.4%	▼ Trim	3+
112	EOG EOG Resources, Inc.	0.2%	$71.38M	550.24K	+5.0%	▲ Add	3+
113	EMN Eastman Chemical Company	0.2%	$69.23M	1.03M	+4.1%	▲ Add	3+
114	DOW Dow Inc.	0.2%	$68.66M	2.51M	+1.8%	▲ Add	3+
115	EXC Exelon Corporation	0.2%	$68.63M	1.47M	Mới	New	1
116	KHC The Kraft Heinz Company	0.2%	$65.33M	2.77M	+7.1%	▲ Add	3+
117	VRSK Verisk Analytics, Inc.	0.2%	$64.54M	359.47K	+18.5%	▲ Add	3+
118	SLB Slb N.V.	0.1%	$62.96M	1.35M	+22724.2%	▲ Add	3+
119	VEEV Veeva Systems Inc.	0.1%	$62.57M	352.56K	+30.3%	▲ Add	3+
120	KMB Kimberly-Clark Corporation	0.1%	$62.39M	568.33K	+16.8%	▲ Add	3+
121	CRM Salesforce, Inc.	0.1%	$61.52M	392.69K	+1.3%	▲ Add	3+
122	VDC Vanguard Consumer Staples…	0.1%	$60.94M	270.25K	+12.5%	▲ Add	3+
123	HON Honeywell International Inc.	0.1%	$57.57M	257.11K	-2.0% ✂	▼ Trim	3+
124	HONA Honeywell Aerospace Inc	0.1%	$56.84M	257.11K	Mới	New	1
125	PSX Phillips 66	0.1%	$56.78M	335.90K	+24708.2%	▲ Add	2
126	ISRG Intuitive Surgical, Inc.	0.1%	$56.74M	142.69K	+7473.5%	▲ Add	3+
127	DD DuPont de Nemours, Inc.	0.1%	$55.07M	406.01K	+1.7% ✂	▲ Add	3+
128	BGRN ISHARES TR	0.1%	$54.99M	1.16M	+5.2%	▲ Add	3+
129	DKNG DraftKings Inc.	0.1%	$54.55M	2.16M	+29.4%	▲ Add	3+
130	VST Vistra Corp.	0.1%	$51.16M	322.53K	-14.7%	▼ Trim	3+
131	VOX Vanguard Communication…	0.1%	$46.73M	254.01K	+6.2%	▲ Add	3+
132	NKE NIKE, Inc.	0.1%	$46.58M	1.13M	+40.3%	▲ Add	3+
133	SYK Stryker Corporation	0.1%	$43.99M	139.72K	-15.3%	▼ Trim	3+
134	GVA Granite Construction…	0.1%	$40.40M	255.57K	+0.7%	▲ Add	3+
135	VDE Vanguard Energy ETF	0.1%	$37.69M	251.03K	-0.6%	▼ Trim	3+
136	GOOGL Alphabet Inc.	0.1%	$28.96M	81.03K	-9.3%	▼ Trim	3+
137	ORA Ormat Technologies, Inc.	0.1%	$25.50M	234.14K	+1.6%	▲ Add	3+
138	BCPC Balchem Corp	0.1%	$22.54M	133.43K	+3.3%	▲ Add	3+
139	MRK Merck & Co., Inc.	0.1%	$21.81M	169.73K	+0.7%	▲ Add	3+
140	VCR Vanguard Consumer…	0.1%	$21.36M	53.86K	+14.1%	▲ Add	3+
141	TJX The TJX Companies, Inc.	0.1%	$21.15M	139.59K	-1.1%	▼ Trim	3+
142	PANW Palo Alto Networks, Inc.	0.1%	$20.90M	61.29K	+6.6%	▲ Add	3+
143	VEU Vanguard FTSE All-World…	0.0%	$19.36M	231.18K	-5.2%	▼ Trim	3+
144	DE Deere & Company	0.0%	$17.92M	28.25K	-0.2%	▼ Trim	3+
145	GEV GE Vernova Inc.	0.0%	$17.84M	15.18K	+6.8%	▲ Add	3+
146	BKNG Booking Holdings Inc.	0.0%	$17.56M	98.53K	+7.2% ✂	▲ Add	3+
147	LOW Lowe's Companies, Inc.	0.0%	$17.16M	77.82K	+7.1%	▲ Add	3+
148	ITOT iShares Core S&P Total U.S.…	0.0%	$16.68M	101.57K	-10.1%	▼ Trim	3+
149	IVV iShares Core S&P 500 ETF	0.0%	$16.49M	22.02K	+5.7%	▲ Add	3+
150	AMD Advanced Micro Devices, Inc.	0.0%	$16.27M	28.01K	-5.3%	▼ Trim	3+
151	MAR Marriott International, Inc.	0.0%	$16.17M	43.63K	-1.5%	▼ Trim	3+
152	SCHW The Charles Schwab…	0.0%	$15.68M	169.93K	+3.7%	▲ Add	3+
153	C Citigroup Inc.	0.0%	$15.42M	110.20K	-0.1%	▼ Trim	3+
154	VEA Vanguard FTSE Developed…	0.0%	$15.10M	211.94K	+2.1%	▲ Add	3+
155	VIS Vanguard Industrials ETF	0.0%	$14.82M	41.12K	+0.8%	▲ Add	3+
156	VHT Vanguard Health Care ETF	0.0%	$14.27M	47.73K	+46.0%	▲ Add	3+
157	RS Reliance Steel & Aluminum…	0.0%	$14.17M	37.92K	-1.1%	▼ Trim	3+
158	QQQ Invesco QQQ Trust, Series 1	0.0%	$13.71M	18.61K	-2.7%	▼ Trim	3+
159	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$13.53M	267.48K	0.0%	▼ Trim	3+
160	EXPD Expeditors International of…	0.0%	$13.37M	82.05K	-0.4%	▼ Trim	3+
161	SPY State Street SPDR S&P 500…	0.0%	$13.07M	17.50K	-18.9%	▼ Trim	3+
162	SCHB Schwab U.S. Broad Market ETF	0.0%	$12.98M	448.37K	-0.6%	▼ Trim	3+
163	CL Colgate-Palmolive Company	0.0%	$12.76M	139.15K	+0.2%	▲ Add	3+
164	VOO Vanguard S&P 500 ETF	0.0%	$12.75M	18.56K	+5.5%	▲ Add	3+
165	LMT Lockheed Martin Corporation	0.0%	$12.44M	24.41K	+14.7%	▲ Add	3+
166	XEL Xcel Energy Inc.	0.0%	$11.96M	148.95K	+0.5%	▲ Add	3+
167	ORCL Oracle Corporation	0.0%	$11.64M	79.40K	+14.8%	▲ Add	3+
168	GLW Corning Inc	0.0%	$11.63M	45.54K	-9.3%	▼ Trim	3+
169	PEG Public Service Enterprise…	0.0%	$11.61M	143.04K	+2.5%	▲ Add	3+
170	ED Consolidated Edison, Inc.	0.0%	$11.51M	104.00K	+0.2%	▲ Add	3+
171	MTCH Match Group, Inc.	0.0%	$11.35M	298.36K	-86.5%	▼ Trim	3+
172	APP AppLovin Corporation	0.0%	$11.10M	21.55K	+32.2%	▲ Add	3+
173	LRCX Lam Research Corporation	0.0%	$10.85M	25.04K	-12.1%	▼ Trim	3+
174	TMO Thermo Fisher Scientific…	0.0%	$10.68M	21.31K	+9.4%	▲ Add	3+
175	PPG PPG Industries, Inc.	0.0%	$10.67M	87.99K	+10.8%	▲ Add	3+
176	WFC Wells Fargo & Company	0.0%	$10.40M	125.88K	+7.6%	▲ Add	3+
177	VB Vanguard Morningstar…	0.0%	$10.03M	33.10K	+1.0%	▲ Add	3+
178	BLK BlackRock, Inc.	0.0%	$9.94M	10.34K	+4.1%	▲ Add	3+
179	AWK American Water Works…	0.0%	$9.81M	74.59K	+4.6%	▲ Add	3+
180	XYL Xylem Inc.	0.0%	$9.70M	82.04K	-0.4%	▼ Trim	3+
181	KR The Kroger Co.	0.0%	$9.41M	169.41K	+1.9%	▲ Add	3+
182	GIS General Mills, Inc.	0.0%	$8.97M	257.67K	+44.3%	▲ Add	3+
183	MDB MongoDB, Inc.	0.0%	$8.85M	26.34K	+0.2%	▲ Add	3+
184	VGT Vanguard Information…	0.0%	$7.97M	66.65K	+0.7% ✂	▲ Add	3+
185	INTC Intel Corp.	0.0%	$7.30M	52.26K	-11.1%	▼ Trim	3+
186	IJR iShares Core S&P Small-Cap…	0.0%	$7.01M	47.29K	-7.8%	▼ Trim	3+
187	VUG Vanguard Morningstar Growth…	0.0%	$7.01M	81.41K	+4.4% ✂	▲ Add	3+
188	V Visa Inc.	0.0%	$6.04M	17.59K	+9.9%	▲ Add	3+
189	BSX Boston Scientific…	0.0%	$5.92M	138.63K	+151.1%	▲ Add	3+
190	CSCO Cisco Systems, Inc.	0.0%	$5.47M	46.59K	-7.8%	▼ Trim	3+
191	AGG iShares Core U.S. Aggregate…	0.0%	$5.12M	51.73K	-5.0%	▼ Trim	3+
192	CI Cigna Corporation	0.0%	$4.67M	16.96K	+17.5%	▲ Add	3+
193	VO Vanguard Morningstar…	0.0%	$4.64M	57.59K	+13.0% ✂	▲ Add	3+
194	VTV Vanguard Morningstar Value…	0.0%	$4.28M	19.64K	+0.1%	▲ Add	3+
195	SPAB State Street SPDR Portfolio…	0.0%	$4.01M	156.94K	+51.2%	▲ Add	3+
196	STX Seagate Technology Holdings…	0.0%	$3.76M	3.90K	-0.1%	▼ Trim	3+
197	AMAT Applied Materials, Inc.	0.0%	$3.71M	5.13K	+2.5%	▲ Add	3+
198	PBUS Invesco MSCI USA ETF	0.0%	$3.62M	48.30K	-35.4%	▼ Trim	3+
199	MU Micron Technology, Inc.	0.0%	$3.60M	3.12K	-19.3%	▼ Trim	3+
200	IWF iShares Russell 1000 Growth…	0.0%	$3.58M	28.85K	-4.1% ✂	▼ Trim	3+
201	VIG Vanguard Dividend…	0.0%	$3.55M	15.02K	+7.0%	▲ Add	3+
202	GGG Graco Inc.	0.0%	$3.49M	46.17K	+146.1%	▲ Add	3+
203	IEFA iShares Core MSCI EAFE ETF	0.0%	$3.47M	35.91K	+5.2%	▲ Add	3+
204	MCD McDonald's Corporation	0.0%	$3.33M	12.33K	-2.1%	▼ Trim	3+
205	AXP American Express Company	0.0%	$3.28M	9.69K	-4.5%	▼ Trim	3+
206	IBM International Business…	0.0%	$3.25M	11.57K	+3.6%	▲ Add	3+
207	KLAC KLA Corporation	0.0%	$3.14M	10.40K	+0.1% ✂	▲ Add	3+
208	IEMG iShares Core MSCI Emerging…	0.0%	$3.11M	37.59K	+6.8%	▲ Add	3+
209	GLD SPDR Gold Shares	0.0%	$2.96M	8.03K	+0.4%	▲ Add	3+
210	VXF Vanguard Extended Market ETF	0.0%	$2.95M	11.98K	-5.9%	▼ Trim	3+
211	BIL State Street SPDR Bloomberg…	0.0%	$2.76M	30.08K	-7.2%	▼ Trim	3+
212	CMF iShares California Muni…	0.0%	$2.75M	47.70K	+23.8%	▲ Add	3+
213	DELL Dell Technologies Inc.	0.0%	$2.54M	5.89K	-4.5%	▼ Trim	3+
214	QCOM QUALCOMM Incorporated	0.0%	$2.39M	12.93K	-16.7%	▼ Trim	3+
215	XLK State Street Technology…	0.0%	$2.33M	12.24K	-36.7%	▼ Trim	3+
216	CRWD CrowdStrike Holdings, Inc.	0.0%	$2.24M	2.94K	-2.6%	▼ Trim	3+
217	IJH iShares Core S&P Mid-Cap ETF	0.0%	$2.24M	29.06K	+6.4%	▲ Add	3+
218	VV Vanguard Morningstar…	0.0%	$2.24M	6.51K	+20.1%	▲ Add	3+
219	ANET Arista Networks, Inc.	0.0%	$2.14M	12.59K	-1.5%	▼ Trim	3+
220	VXUS Vanguard Total…	0.0%	$2.12M	24.79K	-4.4%	▼ Trim	3+
221	TSM Taiwan Semiconductor…	0.0%	$2.02M	4.24K	-3.5%	▼ Trim	3+
222	TXN Texas Instruments…	0.0%	$1.92M	6.44K	-1.5%	▼ Trim	3+
223	IVW iShares S&P 500 Growth ETF	0.0%	$1.79M	13.00K	+9.2%	▲ Add	3+
224	ADSK Autodesk, Inc.	0.0%	$1.70M	8.72K	+7.6%	▲ Add	2
225	INTU Intuit Inc.	0.0%	$1.67M	6.41K	-7.0%	▼ Trim	3+
226	PLTR Palantir Technologies Inc.	0.0%	$1.66M	14.21K	-6.5%	▼ Trim	3+
227	SHOP Shopify Inc.	0.0%	$1.61M	14.07K	-0.9%	▼ Trim	3+
228	SCHE Schwab Emerging Markets…	0.0%	$1.56M	42.94K	+1.1%	▲ Add	3+
229	SANM Sanmina Corporation	0.0%	$1.47M	5.81K	-3.7%	▼ Trim	3+
230	IBIT iShares Bitcoin Trust ETF	0.0%	$1.44M	43.15K	-5.2%	▼ Trim	3+
231	MS Morgan Stanley	0.0%	$1.42M	6.82K	+6.3%	▲ Add	3+
232	EMXC iShares MSCI Emerging…	0.0%	$1.42M	13.88K	-18.2%	▼ Trim	3+
233	ADP Automatic Data Processing…	0.0%	$1.41M	6.31K	+1.5%	▲ Add	3+
234	PH Parker-Hannifin Corporation	0.0%	$1.40M	1.43K	+0.8%	▲ Add	3+
235	SNDK Sandisk Corporation	0.0%	$1.39M	613	-14.3%	▼ Trim	2
236	SCHH Schwab U.S. REIT ETF	0.0%	$1.38M	58.33K	-2.8%	▼ Trim	3+
237	SCHX Schwab U.S. Large-Cap ETF	0.0%	$1.33M	45.13K	-9.3%	▼ Trim	3+
238	CVS CVS Health Corp.	0.0%	$1.29M	12.48K	+1.4%	▲ Add	3+
239	ONTO Onto Innovation Inc.	0.0%	$1.29M	3.40K	-37.7%	▼ Trim	3+
240	NYF ISHARES TR	0.0%	$1.25M	23.19K	+4.0%	▲ Add	3+
241	VBR Vanguard Morningstar…	0.0%	$1.20M	4.96K	-1.4%	▼ Trim	3+
242	UBER Uber Technologies, Inc.	0.0%	$1.16M	16.04K	-10.1%	▼ Trim	3+
243	MMM 3M Company	0.0%	$1.16M	7.15K	-3.3%	▼ Trim	3+
244	MELI MercadoLibre, Inc.	0.0%	$1.13M	664	+6.4%	▲ Add	3+
245	EFA iShares MSCI EAFE ETF	0.0%	$1.11M	10.68K	-1.0%	▼ Trim	3+
246	NOC Northrop Grumman Corporation	0.0%	$1.10M	2.16K	+98.0%	▲ Add	3+
247	SCHD Schwab U.S. Dividend Equity…	0.0%	$1.10M	34.59K	-12.9%	▼ Trim	3+
248	COF Capital One Financial…	0.0%	$1.09M	5.43K	+1.1%	▲ Add	3+
249	BSY Bentley Systems…	0.0%	$1.07M	35.85K	Mới	New	1
250	FXL First Trust Technology…	0.0%	$1.07M	4.90K	+143.4%	▲ Add	3+
251	CMI Cummins Inc.	0.0%	$1.06M	1.49K	+14.0%	▲ Add	3+
252	CSX CSX Corporation	0.0%	$1.06M	22.39K	+25.8%	▲ Add	3+
253	WTW Willis Towers Watson Public…	0.0%	$1.03M	3.93K	-1.3%	▼ Trim	3+
254	UNP Union Pacific Corporation	0.0%	$1.01M	3.70K	+13.9%	▲ Add	3+
255	AVR ANTERIS TECHNOLOGIES GLOBAL	0.0%	$995,658	101.08K	0.0%	Held	2
256	ELV Elevance Health Inc.	0.0%	$978,814	2.53K	-7.0%	▼ Trim	3+
257	LUV Southwest Airlines Co.	0.0%	$964,999	18.77K	+9.4%	▲ Add	3+
258	TRV The Travelers Companies…	0.0%	$947,684	2.87K	+1.2%	▲ Add	3+
259	ASML ASML Holding N.V.	0.0%	$929,068	467	-11.4%	▼ Trim	3+
260	DBEU DBX ETF TR	0.0%	$913,543	16.93K	0.0%	Held	3+
261	QUAL iShares MSCI USA Quality…	0.0%	$908,001	4.14K	-1.0%	▼ Trim	3+
262	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$907,344	39.23K	0.0%	Held	3+
263	EMR Emerson Electric Co.	0.0%	$902,325	6.30K	-3.8%	▼ Trim	3+
264	GILD Gilead Sciences, Inc.	0.0%	$900,678	7.13K	+17.1%	▲ Add	3+
265	VSGX Vanguard ESG International…	0.0%	$885,155	10.75K	+63.5%	▲ Add	3+
266	SIVR abrdn Physical Silver…	0.0%	$885,015	15.74K	0.0%	Held	3+
267	ESML iShares ESG Aware MSCI USA…	0.0%	$883,246	15.79K	+0.5%	▲ Add	3+
268	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$875,297	6.62K	-6.2%	▼ Trim	3+
269	CACI CACI International Inc	0.0%	$870,466	1.88K	0.0%	Held	2
270	XLV State Street Health Care…	0.0%	$864,697	5.45K	-3.3%	▼ Trim	3+
271	IVE iShares S&P 500 Value ETF	0.0%	$860,898	3.79K	+49.8%	▲ Add	3+
272	QLD PROSHARES TR	0.0%	$841,425	8.70K	0.0%	Held	3+
273	DIVI FRANKLIN TEMPLETON ETF TR	0.0%	$833,980	19.52K	0.0%	Held	3+
274	VOE Vanguard Morningstar…	0.0%	$821,226	4.16K	+0.1%	▲ Add	3+
275	SPOT Spotify Technology S.A.	0.0%	$817,251	1.78K	+1.4%	▲ Add	3+
276	IWR iShares Russell Mid-Cap ETF	0.0%	$811,498	7.36K	-9.6%	▼ Trim	3+
277	IUSG iShares Core S&P U.S.…	0.0%	$802,204	4.26K	-6.7%	▼ Trim	3+
278	XLY State Street Consumer…	0.0%	$800,084	6.82K	+137.0%	▲ Add	3+
279	VSAT Viasat, Inc.	0.0%	$788,711	8.78K	0.0%	Held	3+
280	AJG Arthur J. Gallagher & Co.	0.0%	$781,686	3.40K	+18.3%	▲ Add	3+
281	TT Trane Technologies plc	0.0%	$776,033	1.58K	-0.8%	▼ Trim	3+
282	NSC Norfolk Southern Corporation	0.0%	$773,577	2.46K	+69.0%	▲ Add	3+
283	SNPS Synopsys, Inc.	0.0%	$765,456	1.72K	Mới	New	1
284	PM Philip Morris International…	0.0%	$763,327	4.22K	-2.8%	▼ Trim	3+
285	WRB W. R. Berkley Corporation	0.0%	$762,782	10.81K	+0.1%	▲ Add	3+
286	SPDW State Street SPDR Portfolio…	0.0%	$756,606	15.02K	+58.4%	▲ Add	3+
287	RF Regions Financial…	0.0%	$745,487	24.68K	Mới	New	1
288	ROK Rockwell Automation, Inc.	0.0%	$742,125	1.50K	-1.6%	▼ Trim	3+
289	DFUS Dimensional U.S. Equity ETF	0.0%	$728,201	8.89K	+49.2%	▲ Add	3+
290	XLE State Street Energy Select…	0.0%	$727,310	13.69K	-1.6%	▼ Trim	3+
291	AKRE Akre Focus ETF	0.0%	$724,501	13.62K	-33.6%	▼ Trim	3+
292	XLI State Street Industrial…	0.0%	$722,027	3.90K	-13.1%	▼ Trim	3+
293	SPSK TIDAL TRUST I	0.0%	$706,676	39.24K	+2.7%	▲ Add	3+
294	SCHR Schwab Intermediate-Term…	0.0%	$700,467	28.41K	+6.9%	▲ Add	3+
295	Q Qnity Electronics, Inc.	0.0%	$687,666	4.21K	-14.6%	▼ Trim	3+
296	IYW iShares U.S. Technology ETF	0.0%	$687,075	2.72K	-37.3%	▼ Trim	3+
297	CDNS Cadence Design Systems, Inc.	0.0%	$683,458	1.82K	-20.0%	▼ Trim	2
298	SMH VanEck Semiconductor ETF	0.0%	$674,911	1.03K	+34.7%	▲ Add	3+
299	TWLO Twilio Inc.	0.0%	$671,196	3.25K	-10.3%	▼ Trim	3+
300	SHEL Shell plc	0.0%	$669,791	8.64K	+7.5%	▲ Add	3+
301	MTUM iShares MSCI USA Momentum…	0.0%	$668,519	1.95K	+8.0%	▲ Add	3+
302	IXN iShares Global Tech ETF	0.0%	$659,262	4.56K	0.0%	Held	3+
303	DFAT Dimensional - US Targeted…	0.0%	$658,528	9.42K	-2.3%	▼ Trim	3+
304	AXON Axon Enterprise, Inc.	0.0%	$654,069	1.17K	Mới	New	1
305	CPNG Coupang, Inc.	0.0%	$651,636	37.52K	0.0%	Held	3+
306	MCO Moody's Corporation	0.0%	$647,676	1.43K	+0.3%	▲ Add	3+
307	VOOG Vanguard S&P 500 Growth ETF	0.0%	$646,584	7.83K	-14.6% ✂	▼ Trim	3+
308	DFUV Dimensional - US Marketwide…	0.0%	$638,941	11.62K	0.0%	Held	3+
309	MPC Marathon Petroleum…	0.0%	$637,385	2.49K	-21.4%	▼ Trim	3+
310	DFAS Dimensional - US Small Cap…	0.0%	$636,406	7.73K	+4.2%	▲ Add	3+
311	RCL Royal Caribbean Cruises Ltd.	0.0%	$635,378	2.00K	-3.0%	▼ Trim	3+
312	IWD iShares Russell 1000 Value…	0.0%	$631,205	2.60K	-12.2%	▼ Trim	3+
313	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$630,952	8.29K	0.0%	Held	3+
314	SPMD State Street SPDR Portfolio…	0.0%	$630,943	9.34K	+16.6%	▲ Add	3+
315	PYPL PayPal Holdings, Inc.	0.0%	$622,216	14.41K	-14.4%	▼ Trim	3+
316	MRSH Marsh & McLennan Companies…	0.0%	$610,560	3.66K	+0.6%	▲ Add	3+
317	NTAP NetApp, Inc.	0.0%	$607,278	3.92K	-38.0%	▼ Trim	3+
318	BWIN The Baldwin Insurance…	0.0%	$606,183	22.81K	0.0%	Held	2
319	SPCX Space Exploration…	0.0%	$600,060	3.51K	Mới	New	1
320	CSM PROSHARES TR	0.0%	$598,808	7.03K	0.0%	Held	3+
321	VBK Vanguard Morningstar…	0.0%	$596,384	1.63K	-2.9%	▼ Trim	3+
322	MDY State Street SPDR S&P…	0.0%	$587,641	836	+134.8%	▲ Add	3+
323	GD General Dynamics Corporation	0.0%	$585,204	1.65K	+1.2%	▲ Add	3+
324	XLU State Street Utilities…	0.0%	$585,113	12.90K	+6.7%	▲ Add	2
325	GIB CGI Inc.	0.0%	$580,223	8.98K	-3.2%	▼ Trim	3+
326	ACN Accenture plc	0.0%	$567,571	4.56K	-19.1%	▼ Trim	3+
327	CHMG CHEMUNG FINL CORP	0.0%	$566,659	7.60K	0.0%	Held	3+
328	VGK Vanguard FTSE Europe ETF	0.0%	$564,620	6.38K	+26.9%	▲ Add	3+
329	DFAC Dimensional - US Core…	0.0%	$563,239	12.70K	0.0%	Held	3+
330	CHRW C.H. Robinson Worldwide…	0.0%	$561,442	2.98K	-0.2%	▼ Trim	2
331	D Dominion Energy, Inc.	0.0%	$560,854	8.21K	-99.2%	▼ Trim	3+
332	ALL The Allstate Corporation	0.0%	$557,426	2.34K	+109.6%	▲ Add	3+
333	XLF State Street Financial…	0.0%	$556,097	10.37K	-11.3%	▼ Trim	3+
334	VT Vanguard Total World Stock…	0.0%	$554,190	3.53K	Mới	New	1
335	GBTC Grayscale Bitcoin Trust ETF	0.0%	$551,930	12.12K	-17.4%	▼ Trim	3+
336	CB Chubb Limited	0.0%	$551,317	1.62K	+7.4%	▲ Add	3+
337	IWN iShares Russell 2000 Value…	0.0%	$549,018	2.48K	+4.0%	▲ Add	3+
338	SOXX iShares Semiconductor ETF	0.0%	$544,005	849	-13.8%	▼ Trim	3+
339	SGOL abrdn Physical Gold Shares…	0.0%	$535,220	14.00K	0.0%	Held	3+
340	AZN AstraZeneca PLC	0.0%	$531,571	2.84K	-4.2%	▼ Trim	3+
341	AZN AstraZeneca PLC	0.0%	$531,571	2.84K	-4.2%	▼ Trim	3+
342	SPYG State Street SPDR Portfolio…	0.0%	$529,149	4.45K	+4.8%	▲ Add	3+
343	RY Royal Bank of Canada	0.0%	$523,634	2.53K	-7.4%	▼ Trim	3+
344	BE Bloom Energy Corporation	0.0%	$514,590	1.70K	-10.0%	▼ Trim	2
345	MCK McKesson Corporation	0.0%	$513,052	679	+8.1%	▲ Add	3+
346	BND Vanguard Total Bond Market…	0.0%	$508,107	6.92K	+37.9%	▲ Add	3+
347	ATRO Astronics Corporation	0.0%	$505,356	6.22K	-20.2% ✂	▼ Trim	3+
348	VCIT Vanguard Intermediate-Term…	0.0%	$504,578	6.11K	-16.5%	▼ Trim	3+
349	DIA State Street SPDR Dow Jones…	0.0%	$502,539	962	+51.0%	▲ Add	3+
350	OKE ONEOK, Inc.	0.0%	$490,998	5.65K	+6.5%	▲ Add	3+
351	VANGUARD WORLD FD (chưa ánh xạ)	—	$488,934	5.09K	—		—
352	ET Energy Transfer LP	0.0%	$483,736	25.30K	+7.9%	▲ Add	3+
353	MO Altria Group, Inc.	0.0%	$483,588	6.72K	+8.5%	▲ Add	3+
354	FNDX Schwab Fundamental U.S.…	0.0%	$482,174	15.50K	-24.4%	▼ Trim	3+
355	ROL Rollins, Inc.	0.0%	$481,513	11.54K	Mới	New	1
356	JCI Johnson Controls…	0.0%	$479,533	3.28K	+10.9%	▲ Add	3+
357	IAGG iShares Core International…	0.0%	$474,982	9.39K	-17.0%	▼ Trim	3+
358	DGRO iShares Core Dividend…	0.0%	$470,277	6.21K	+26.8%	▲ Add	3+
359	SCZ iShares MSCI EAFE Small-Cap…	0.0%	$462,604	5.62K	-2.1%	▼ Trim	3+
360	HPE Hewlett Packard Enterprise…	0.0%	$462,468	10.25K	+0.1%	▲ Add	3+
361	GWRE Guidewire Software, Inc.	0.0%	$457,131	3.71K	-0.2%	▼ Trim	3+
362	AES The AES Corporation	0.0%	$456,986	31.17K	-80.6%	▼ Trim	3+
363	GWW W.W. Grainger, Inc.	0.0%	$450,292	331	Mới	New	1
364	MRVL Marvell Technology, Inc.	0.0%	$450,112	1.51K	Mới	New	1
365	ETN Eaton Corporation plc	0.0%	$448,278	1.05K	+0.8%	▲ Add	3+
366	EBAY eBay Inc.	0.0%	$444,877	3.98K	-16.3%	▼ Trim	3+
367	UBS UBS Group AG	0.0%	$434,344	8.76K	-3.9%	▼ Trim	3+
368	IDXX IDEXX Laboratories, Inc.	0.0%	$430,628	818	+4.7%	▲ Add	3+
369	QTEC First Trust…	0.0%	$424,052	1.27K	0.0%	Held	3+
370	FXR FIRST TR EXCHANGE-TRADED FD	0.0%	$422,888	4.64K	Mới	New	1
371	ADBE Adobe Inc.	0.0%	$421,316	2.06K	+6.3%	▲ Add	3+
372	ONEQ Fidelity Nasdaq Composite…	0.0%	$418,764	4.06K	0.0%	Held	3+
373	TFC Truist Financial Corporation	0.0%	$417,654	8.38K	+29.2%	▲ Add	3+
374	VPL Vanguard FTSE Pacific ETF	0.0%	$414,980	3.59K	+18.1%	▲ Add	3+
375	XLP State Street Consumer…	0.0%	$414,436	4.99K	+7.9%	▲ Add	2
376	XLC State Street Communication…	0.0%	$412,129	3.85K	-12.0%	▼ Trim	3+
377	WK Workiva Inc.	0.0%	$411,850	8.49K	-0.4%	▼ Trim	3+
378	AGX Argan, Inc.	0.0%	$410,455	514	0.0%	Held	2
379	LMND Lemonade, Inc.	0.0%	$409,945	6.30K	-2.4%	▼ Trim	3+
380	PRF Invesco RAFI US 1000 ETF	0.0%	$400,254	7.41K	-5.2%	▼ Trim	3+
381	LDOS Leidos Holdings, Inc.	0.0%	$399,421	3.88K	+1.9%	▲ Add	3+
382	CARR Carrier Global Corporation	0.0%	$397,777	5.42K	-4.2%	▼ Trim	3+
383	JNK State Street SPDR Bloomberg…	0.0%	$397,719	4.13K	+4.1%	▲ Add	3+
384	BNY Bank of New York Mellon Corp	0.0%	$397,388	2.75K	+39.4%	▲ Add	2
385	MTB M&T Bank Corporation	0.0%	$392,478	1.65K	0.0%	Held	3+
386	BMY Bristol-Myers Squibb Company	0.0%	$391,734	6.80K	-6.1%	▼ Trim	3+
387	XLG Invesco S&P 500 Top 50 ETF	0.0%	$391,382	6.39K	0.0%	Held	3+
388	YUM Yum! Brands, Inc.	0.0%	$389,259	2.44K	-4.4%	▼ Trim	3+
389	SUSA iShares ESG Optimized MSCI…	0.0%	$382,664	2.48K	0.0%	Held	3+
390	RIVN Rivian Automotive, Inc.	0.0%	$381,960	22.02K	+0.9%	▲ Add	3+
391	AFL Aflac Incorporated	0.0%	$379,187	3.23K	-7.4%	▼ Trim	3+
392	CW Curtiss-Wright Corporation	0.0%	$378,880	500	Mới	New	1
393	SCHC Schwab International…	0.0%	$378,608	7.87K	+19.2%	▲ Add	3+
394	CSQ CALAMOS STRATEGIC TOTAL RETU	0.0%	$378,489	18.41K	0.0%	Held	3+
395	VFH Vanguard Financials ETF	0.0%	$377,429	2.87K	-13.0%	▼ Trim	3+
396	VYM Vanguard High Dividend…	0.0%	$374,531	2.37K	-40.9%	▼ Trim	3+
397	TRI Thomson Reuters Corporation	0.0%	$373,013	4.57K	Mới	New	1
398	WDC Western Digital Corporation	0.0%	$371,096	581	-32.5%	▼ Trim	2
399	DOV Dover Corporation	0.0%	$364,231	1.62K	-0.4%	▼ Trim	3+
400	GBCI Glacier Bancorp, Inc.	0.0%	$360,441	6.99K	0.0%	Held	3+
401	UVSP Univest Financial…	0.0%	$359,494	8.22K	0.0%	Held	3+
402	VOT Vanguard Morningstar…	0.0%	$358,371	1.17K	-0.4%	▼ Trim	3+
403	AON Aon plc	0.0%	$356,235	1.07K	-19.2%	▼ Trim	3+
404	MSI Motorola Solutions, Inc.	0.0%	$354,658	854	-4.0%	▼ Trim	3+
405	CTVA Corteva, Inc.	0.0%	$353,581	4.17K	+0.5%	▲ Add	2
406	MGK Vanguard Morningstar Mega…	0.0%	$351,640	4.00K	-51.8% ✂	▼ Trim	3+
407	AZO AutoZone, Inc.	0.0%	$351,553	110	0.0%	Held	3+
408	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$349,970	9.49K	+5.1%	▲ Add	3+
409	ODFL Old Dominion Freight Line…	0.0%	$348,726	1.61K	-6.7%	▼ Trim	3+
410	FXH FIRST TR EXCHANGE-TRADED FD	0.0%	$346,759	2.83K	Mới	New	1
411	LZ LegalZoom.com, Inc.	0.0%	$346,345	56.50K	0.0%	Held	3+
412	FTEC Fidelity MSCI Information…	0.0%	$343,553	1.20K	-40.1%	▼ Trim	3+
413	MUB iShares National Muni Bond…	0.0%	$342,554	3.18K	-0.4%	▼ Trim	3+
414	FERG Ferguson plc	0.0%	$341,993	1.44K	0.0%	Held	2
415	HYG iShares iBoxx $ High Yield…	0.0%	$340,352	4.26K	+10.0%	▲ Add	3+
416	EA Electronic Arts Inc.	0.0%	$337,496	1.65K	0.0%	Held	3+
417	BELFB Bel Fuse Inc.	0.0%	$337,036	1.01K	Mới	New	1
418	VICR Vicor Corporation	0.0%	$328,510	865	Mới	New	1
419	USB U.S. Bancorp	0.0%	$328,407	5.44K	-1.9%	▼ Trim	2
420	FELG Fidelity Enhanced Large Cap…	0.0%	$328,213	7.50K	0.0%	Held	3+
421	FNDF Schwab Fundamental…	0.0%	$323,208	6.13K	-11.6%	▼ Trim	3+
422	VBIL VANGUARD INSTL INDEX FD	0.0%	$320,732	4.24K	+18.6%	▲ Add	3+
423	BN Brookfield Corporation	0.0%	$320,294	7.51K	-16.4%	▼ Trim	2
424	MDT Medtronic plc	0.0%	$319,961	4.09K	-3.7%	▼ Trim	3+
425	SDY State Street SPDR S&P…	0.0%	$317,295	2.08K	-1.9%	▼ Trim	3+
426	FAST Fastenal Company	0.0%	$314,789	6.55K	-17.5%	▼ Trim	2
427	DHR Danaher Corporation	0.0%	$313,721	1.65K	-0.5%	▼ Trim	3+
428	OC Owens Corning	0.0%	$311,089	1.96K	-42.4%	▼ Trim	3+
429	TEL TE Connectivity plc	0.0%	$310,278	1.54K	-58.7%	▼ Trim	3+
430	IWV iShares Russell 3000 ETF	0.0%	$309,993	727	-41.9%	▼ Trim	3+
431	DJP iPath Bloomberg Commodity…	0.0%	$309,948	7.09K	0.0%	Held	3+
432	SLV iShares Silver Trust	0.0%	$308,094	5.76K	-4.1%	▼ Trim	3+
433	SPHQ Invesco S&P 500 Quality ETF	0.0%	$307,782	3.42K	-1.4%	▼ Trim	2
434	IWP iShares Russell Mid-Cap…	0.0%	$307,315	2.10K	0.0%	Held	3+
435	VYMI Vanguard International High…	0.0%	$303,929	3.10K	-2.1%	▼ Trim	3+
436	EWX SPDR INDEX SHS FDS	0.0%	$302,051	4.07K	0.0%	Held	3+
437	USMV iShares MSCI USA Min Vol…	0.0%	$301,534	3.13K	+14.6%	▲ Add	3+
438	IRM Iron Mountain Incorporated	0.0%	$301,376	2.39K	+10.7%	▲ Add	2
439	SCHO Schwab Short-Term U.S.…	0.0%	$301,098	12.47K	-1.8%	▼ Trim	2
440	CGGR Capital Group Growth ETF	0.0%	$300,050	6.36K	Mới	New	1
441	DAL Delta Air Lines, Inc.	0.0%	$298,682	3.19K	-52.3%	▼ Trim	3+
442	RPM RPM International Inc.	0.0%	$298,438	2.69K	-3.5%	▼ Trim	3+
443	EEM iShares MSCI Emerging…	0.0%	$296,839	4.34K	-15.2%	▼ Trim	3+
444	CAH Cardinal Health, Inc.	0.0%	$294,337	1.24K	+0.2%	▲ Add	3+
445	FNDA Schwab Fundamental U.S.…	0.0%	$294,090	7.73K	-25.4%	▼ Trim	3+
446	COKE Coca-Cola Consolidated, Inc.	0.0%	$290,962	1.52K	-21.4%	▼ Trim	2
447	NVS Novartis AG	0.0%	$288,678	1.84K	-3.0%	▼ Trim	3+
448	HBM Hudbay Minerals Inc.	0.0%	$285,657	12.10K	Mới	New	1
449	BCI abrdn Bloomberg All…	0.0%	$284,991	12.76K	+10.9%	▲ Add	3+
450	APH Amphenol Corporation	0.0%	$282,466	1.60K	Mới	New	1
451	MGC Vanguard Morningstar Mega…	0.0%	$281,018	1.03K	-26.2%	▼ Trim	2
452	WELL Welltower Inc.	0.0%	$274,634	1.21K	+1.3%	▲ Add	2
453	EFV iShares MSCI EAFE Value ETF	0.0%	$274,585	3.59K	+8.1%	▲ Add	3+
454	POOL Pool Corporation	0.0%	$274,191	1.28K	-12.2%	▼ Trim	3+
455	AMT American Tower Corporation	0.0%	$273,826	1.67K	+6.4%	▲ Add	3+
456	HWM Howmet Aerospace Inc.	0.0%	$271,011	1.01K	+2.8%	▲ Add	3+
457	FSSL FS SPECIALTY LENDING FD	0.0%	$270,633	24.27K	-3.4%	▼ Trim	3+
458	IWS iShares Russell Mid-Cap…	0.0%	$269,615	1.64K	+1.4%	▲ Add	3+
459	PNC The PNC Financial Services…	0.0%	$264,940	1.08K	+9.0%	▲ Add	2
460	TMFC RBB FD INC	0.0%	$264,047	3.47K	Mới	New	1
461	STT State Street Corporation	0.0%	$263,898	1.56K	Mới	New	1
462	TD The Toronto-Dominion Bank	0.0%	$261,682	2.15K	0.0%	Held	2
463	BX Blackstone Inc.	0.0%	$261,227	2.22K	+4.7%	▲ Add	3+
464	LITE Lumentum Holdings Inc.	0.0%	$260,850	304	-10.6%	▼ Trim	2
465	DFIV Dimensional - International…	0.0%	$260,365	4.82K	+1.3%	▲ Add	3+
466	VRTX Vertex Pharmaceuticals…	0.0%	$258,796	521	-4.6%	▼ Trim	3+
467	BIP Brookfield Infrastructure…	0.0%	$258,021	7.07K	0.0%	Held	3+
468	F Ford Motor Company	0.0%	$256,942	18.48K	-20.4%	▼ Trim	3+
469	IBB iShares Biotechnology ETF	0.0%	$256,881	1.35K	+1.3%	▲ Add	3+
470	CNI Canadian National Railway…	0.0%	$255,412	2.14K	-0.4%	▼ Trim	3+
471	HALO Halozyme Therapeutics, Inc.	0.0%	$250,855	3.21K	-3.2%	▼ Trim	3+
472	AM Antero Midstream Corporation	0.0%	$250,250	11.00K	0.0%	Held	3+
473	DYNF iShares U.S. Equity Factor…	0.0%	$249,937	3.67K	Mới	New	1
474	ADI Analog Devices, Inc.	0.0%	$249,820	629	Mới	New	1
475	FNF Fidelity National…	0.0%	$248,486	5.27K	-4.4%	▼ Trim	3+
476	MCHP Microchip Technology…	0.0%	$247,973	2.72K	Mới	New	1
477	DLB Dolby Laboratories, Inc.	0.0%	$247,967	4.72K	-3.6%	▼ Trim	3+
478	SCHG Schwab U.S. Large-Cap…	0.0%	$246,220	7.28K	-15.3%	▼ Trim	2
479	IXUS iShares Core MSCI Total…	0.0%	$243,467	2.55K	+5.2%	▲ Add	3+
480	CHD Church & Dwight Co., Inc.	0.0%	$242,200	2.50K	+0.5%	▲ Add	2
481	NYT The New York Times Company	0.0%	$240,731	3.44K	-1.1%	▼ Trim	3+
482	FDIS FIDELITY COVINGTON TRUST	0.0%	$239,514	2.33K	+0.4%	▲ Add	2
483	SPYV State Street SPDR Portfolio…	0.0%	$239,209	3.94K	-1.7%	▼ Trim	2
484	IJJ iShares S&P Mid-Cap 400…	0.0%	$238,658	1.62K	-5.8%	▼ Trim	3+
485	MTD Mettler-Toledo…	0.0%	$237,617	186	0.0%	Held	2
486	GRMN Garmin Ltd.	0.0%	$233,027	981	-4.0%	▼ Trim	2
487	BUFF INNOVATOR ETFS TRUST	0.0%	$232,477	4.41K	0.0%	Held	3+
488	NFG National Fuel Gas Company	0.0%	$231,630	3.00K	0.0%	Held	2
489	XYZ Block, Inc.	0.0%	$231,268	3.04K	Mới	New	1
490	SPTM State Street SPDR Portfolio…	0.0%	$228,700	2.52K	Mới	New	1
491	FIX Comfort Systems USA, Inc.	0.0%	$227,924	115	Mới	New	1
492	J Jacobs Solutions Inc.	0.0%	$225,666	1.79K	-0.4%	▼ Trim	2
493	COR Cencora, Inc.	0.0%	$225,252	796	-1.0%	▼ Trim	3+
494	IUSB iShares Core Universal USD…	0.0%	$225,074	4.88K	Mới	New	1
495	REET iShares Global REIT ETF	0.0%	$222,369	8.05K	0.0%	Held	3+
496	NVO Novo Nordisk A/S	0.0%	$222,058	4.63K	Mới	New	1
497	HDV iShares Core High Dividend…	0.0%	$221,473	8.08K	0.0% ✂	Held	2
498	PAYX Paychex, Inc.	0.0%	$221,243	2.25K	-4.2%	▼ Trim	3+
499	UI Ubiquiti Inc.	0.0%	$220,554	413	+10.7%	▲ Add	3+
500	TTWO Take-Two Interactive…	0.0%	$220,482	882	Mới	New	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.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
EXC Exelon Corporation	1.47M	—	Mới	$68.63M	0.2%
HONA Honeywell Aerospace Inc	257.11K	—	Mới	$56.84M	0.1%
BSY Bentley Systems…	35.85K	—	Mới	$1.07M	0.0%
SNPS Synopsys, Inc.	1.72K	—	Mới	$765,456	0.0%
RF Regions Financial…	24.68K	—	Mới	$745,487	0.0%
AXON Axon Enterprise, Inc.	1.17K	—	Mới	$654,069	0.0%
SPCX Space Exploration…	3.51K	—	Mới	$600,060	0.0%
VT Vanguard Total World…	3.53K	—	Mới	$554,190	0.0%
ROL Rollins, Inc.	11.54K	—	Mới	$481,513	0.0%
GWW W.W. Grainger, Inc.	331	—	Mới	$450,292	0.0%
MRVL Marvell Technology, Inc.	1.51K	—	Mới	$450,112	0.0%
FXR	4.64K	—	Mới	$422,888	0.0%
CW Curtiss-Wright…	500	—	Mới	$378,880	0.0%
TRI Thomson Reuters…	4.57K	—	Mới	$373,013	0.0%
FXH	2.83K	—	Mới	$346,759	0.0%
BELFB Bel Fuse Inc.	1.01K	—	Mới	$337,036	0.0%
VICR Vicor Corporation	865	—	Mới	$328,510	0.0%
CGGR Capital Group Growth ETF	6.36K	—	Mới	$300,050	0.0%
HBM Hudbay Minerals Inc.	12.10K	—	Mới	$285,657	0.0%
APH Amphenol Corporation	1.60K	—	Mới	$282,466	0.0%
TMFC	3.47K	—	Mới	$264,047	0.0%
STT State Street Corporation	1.56K	—	Mới	$263,898	0.0%
DYNF iShares U.S. Equity…	3.67K	—	Mới	$249,937	0.0%
ADI Analog Devices, Inc.	629	—	Mới	$249,820	0.0%
MCHP Microchip Technology…	2.72K	—	Mới	$247,973	0.0%
XYZ Block, Inc.	3.04K	—	Mới	$231,268	0.0%
SPTM State Street SPDR…	2.52K	—	Mới	$228,700	0.0%
FIX Comfort Systems USA…	115	—	Mới	$227,924	0.0%
IUSB iShares Core Universal…	4.88K	—	Mới	$225,074	0.0%
NVO Novo Nordisk A/S	4.63K	—	Mới	$222,058	0.0%
TTWO Take-Two Interactive…	882	—	Mới	$220,482	0.0%
DVY iShares Select Dividend…	1.41K	—	Mới	$219,914	0.0%
BIBL	3.78K	—	Mới	$218,786	0.0%
HPQ HP Inc.	9.92K	—	Mới	$217,601	0.0%
TDG TransDigm Group…	162	—	Mới	$215,790	0.0%
DTE DTE Energy Company	1.39K	—	Mới	$211,032	0.0%
DVN Devon Energy Corporation	5.07K	—	Mới	$209,540	0.0%
BDX Becton, Dickinson and…	1.38K	—	Mới	$209,289	0.0%
SNX TD Synnex Corp	772	—	Mới	$206,386	0.0%
ACWI iShares MSCI ACWI ETF	1.31K	—	Mới	$206,259	0.0%
QTUM Defiance Quantum ETF	1.24K	—	Mới	$205,071	0.0%
HROW Harrow Health, Inc.	4.73K	—	Mới	$200,968	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
VWO Vanguard FTSE Emerging…	35.77M	35.53M	+0.7%	$2.13B	5.1%	●●○○○○
BSV Vanguard Short-Term…	24.30M	22.55M	+7.8%	$1.89B	4.5%	●●○○○○
VNQ Vanguard Real Estate ETF	17.59M	16.88M	+4.2%	$1.70B	4.0%	●●○○○○
VGIT Vanguard…	25.56M	23.60M	+8.3%	$1.51B	3.6%	●●○○○○
SCHP Schwab US TIPS ETF	56.68M	53.13M	+6.7%	$1.50B	3.6%	●●○○○○
SCHA Schwab U.S. Small-Cap…	37.70M	36.90M	+2.1%	$1.36B	3.2%	●●○○○○
USIG iShares Broad USD…	21.94M	20.35M	+7.8%	$1.13B	2.7%	●●○○○○
VGLT Vanguard Long-Term…	16.92M	15.54M	+8.8%	$933.65M	2.2%	●●○○○○
VSS Vanguard FTSE All-World…	5.04M	5.00M	+0.8%	$777.84M	1.9%	●●○○○○
VNQI Vanguard Global ex-U.S.…	15.48M	14.57M	+6.2%	$694.46M	1.7%	●●○○○○
EBND SPDR Bloomberg Emerging…	29.89M	27.65M	+8.1%	$625.29M	1.5%	●●○○○○
SHYG iShares 0-5 Year High…	13.05M	12.09M	+7.9%	$553.46M	1.3%	●●○○○○
GLDM SPDR Gold MiniShares…	6.58M	5.95M	+10.6%	$522.72M	1.2%	●●○○○○
VTI Vanguard Morningstar…	1.38M	1.30M	+5.9%	$510.03M	1.2%
AMZN Amazon.com, Inc.	2.14M	2.13M	+0.5%	$509.85M	1.2%	●●○○○○
GOOG Alphabet Inc.	1.43M	1.43M	+0.1%	$505.06M	1.2%
BNDX Vanguard Total…	9.88M	8.77M	+12.7%	$478.70M	1.1%	●●○○○○
MSFT Microsoft Corporation	1.17M	1.12M	+4.8%	$438.16M	1.0%	●●○○○○
META Meta Platforms, Inc.	608.29K	559.47K	+8.7%	$342.64M	0.8%	●●○○○○
WMT Walmart Inc.	2.68M	2.67M	+0.4%	$303.37M	0.7%	●●○○○○
LLY Eli Lilly and Company	268.07K	259.77K	+3.2%	$321.54M	0.8%	●●○○○○
XONA.DE Exxon Mobil Corporation	1.78M	1.75M	+1.4%	$243.22M	0.6%	●●○○○○
JPM JPMorgan Chase & Co.	884.40K	866.89K	+2.0%	$289.49M	0.7%	●●○○○○
TSLA Tesla, Inc.	687.26K	661.56K	+3.9%	$289.06M	0.7%	●●○○○○
BRK-B Berkshire Hathaway Inc.	553.42K	533.47K	+3.7%	$276.93M	0.7%	●●○○○○
JNJ Johnson & Johnson	905.32K	897.52K	+0.9%	$229.92M	0.5%	●●○○○○
MA Mastercard Incorporated	439.85K	404.08K	+8.8%	$225.91M	0.5%	●●○○○○
UNH UnitedHealth Group…	501.43K	442.16K	+13.4%	$208.41M	0.5%	●●○○○○
NEE NextEra Energy, Inc.	2.15M	2.11M	+1.9%	$188.56M	0.5%	●●○○○○
COST Costco Wholesale…	194.42K	189.53K	+2.6%	$181.87M	0.4%	●●○○○○
LIN Linde plc	351.69K	339.98K	+3.4%	$182.50M	0.4%	●●○○○○
CVX Chevron Corporation	893.45K	873.18K	+2.3%	$148.10M	0.4%	●●○○○○
DUK Duke Energy Corporation	1.41M	1.36M	+3.5%	$178.07M	0.4%	●●○○○○
GE GE Aerospace	475.63K	404.94K	+17.5%	$177.76M	0.4%	●●○○○○
NFLX Netflix, Inc.	1.92M	1.84M	+4.5%	$137.41M	0.3%	●●○○○○
PG The Procter & Gamble…	1.15M	1.06M	+8.0%	$168.23M	0.4%	●●○○○○
DASH DoorDash, Inc.	886.71K	507.61K	+74.7%	$163.62M	0.4%
SO The Southern Company	1.63M	1.58M	+3.3%	$156.48M	0.4%	●●○○○○
DIS The Walt Disney Company	1.61M	1.53M	+5.1%	$154.67M	0.4%	●●○○○○
RSP Invesco S&P 500 Equal…	709.96K	650.68K	+9.1%	$151.06M	0.4%	●●○○○○
HD The Home Depot, Inc.	418.55K	380.89K	+9.9%	$147.61M	0.4%
MNST Monster Beverage…	1.45M	1.44M	+1.1%	$139.74M	0.3%	●●○○○○
SCCO Southern Copper…	761.44K	682.81K	+11.5%	$132.69M	0.3%
ADM Archer-Daniels-Midland…	1.72M	1.71M	+0.7%	$131.28M	0.3%	●●○○○○
SBUX Starbucks Corporation	1.26M	1.24M	+1.7%	$128.43M	0.3%	●●○○○○
AMGN Amgen Inc.	349.67K	342.41K	+2.1%	$126.62M	0.3%	●●○○○○
UPS United Parcel Service…	1.16M	1.15M	+1.1%	$124.67M	0.3%	●●○○○○
AEP American Electric Power…	883.48K	867.62K	+1.8%	$120.87M	0.3%	●●○○○○
KO The Coca-Cola Company	1.48M	1.31M	+12.8%	$120.59M	0.3%	●●○○○○
DLTR Dollar Tree, Inc.	996.91K	967.15K	+3.1%	$120.58M	0.3%	●●○○○○
APD Air Products and…	403.50K	388.18K	+4.0%	$118.30M	0.3%	●●○○○○
COP ConocoPhillips	1.12M	882.30K	+27.1%	$116.62M	0.3%	●●○○○○
BAC Bank of America…	2.02M	2.00M	+1.0%	$115.32M	0.3%	●●○○○○
WM Waste Management, Inc.	516.22K	495.98K	+4.1%	$115.06M	0.3%	●●○○○○
CEG Constellation Energy…	456.22K	355.05K	+28.5%	$113.31M	0.3%	●●○○○○
VZ Verizon Communications…	2.29M	2.16M	+6.0%	$96.80M	0.2%	●●○○○○
FCX Freeport-McMoRan Inc.	1.72M	1.68M	+2.1%	$107.93M	0.3%	●●○○○○
PGR The Progressive…	493.07K	438.97K	+12.3%	$107.71M	0.3%	●●○○○○
ALB Albemarle Corporation	607.04K	599.45K	+1.3%	$81.97M	0.2%
ITW Illinois Tool Works Inc.	391.31K	386.63K	+1.2%	$105.84M	0.3%	●●○○○○
DOW Dow Inc.	2.51M	2.47M	+1.8%	$68.66M	0.2%	●●○○○○
PPL PPL Corporation	2.73M	2.66M	+2.4%	$99.16M	0.2%	●●○○○○
GS The Goldman Sachs…	99.93K	99.21K	+0.7%	$101.06M	0.2%
VMC Vulcan Materials Company	341.91K	301.24K	+13.5%	$100.87M	0.2%	●●○○○○
SHW The Sherwin-Williams…	289.81K	288.54K	+0.4%	$99.79M	0.2%	●●○○○○
IBKR Interactive Brokers…	1.11M	1.11M	+0.5%	$96.78M	0.2%
SYY Sysco Corporation	1.16M	1.13M	+2.4%	$96.63M	0.2%	●●○○○○
PNW Pinnacle West Capital…	901.69K	887.61K	+1.6%	$96.48M	0.2%	●●○○○○
CMG Chipotle Mexican Grill…	2.82M	2.30M	+22.6%	$95.82M	0.2%	●●○○○○
KMI Kinder Morgan, Inc.	2.88M	2.84M	+1.3%	$92.10M	0.2%	●●○○○○
TGT Target Corporation	728.10K	711.96K	+2.3%	$95.10M	0.2%	●●○○○○
RTX RTX Corporation	497.19K	474.79K	+4.7%	$94.33M	0.2%	●●○○○○
MAS Masco Corporation	1.16M	1.13M	+2.4%	$94.33M	0.2%
ES Eversource Energy	1.30M	1.28M	+2.0%	$94.09M	0.2%	●●○○○○
EVRG Evergy, Inc.	1.08M	1.07M	+1.3%	$93.52M	0.2%	●●○○○○
CMCSA Comcast Corporation	3.44M	3.23M	+6.5%	$84.37M	0.2%	●●○○○○
PEP PepsiCo, Inc.	612.91K	568.02K	+7.9%	$82.99M	0.2%	●●○○○○
TMUS T-Mobile US, Inc.	449.29K	403.83K	+11.3%	$75.36M	0.2%	●●○○○○
ESGU iShares ESG Aware MSCI…	510.18K	503.65K	+1.3%	$83.50M	0.2%
BA The Boeing Company	385.38K	357.66K	+7.8%	$83.42M	0.2%	●●○○○○
VAW Vanguard Materials ETF	363.50K	343.74K	+5.8%	$83.17M	0.2%
VPU Vanguard Utilities ETF	412.79K	382.53K	+7.9%	$80.79M	0.2%
EW Edwards Lifesciences…	888.62K	866.72K	+2.5%	$80.38M	0.2%	●●○○○○
SNOW Snowflake Inc.	311.07K	176.89K	+75.8%	$79.17M	0.2%
KKR KKR & Co. Inc.	856.37K	359.40K	+138.3%	$78.60M	0.2%
WMB The Williams Companies…	1.04M	1.01M	+2.6%	$77.36M	0.2%	●●○○○○
EMN Eastman Chemical Company	1.03M	992.88K	+4.1%	$69.23M	0.2%	●●○○○○
EOG EOG Resources, Inc.	550.24K	524.09K	+5.0%	$71.38M	0.2%	●●○○○○
WTRG Essential Utilities…	1.87M	1.81M	+3.5%	$71.70M	0.2%	●●○○○○
CRM Salesforce, Inc.	392.69K	387.55K	+1.3%	$61.52M	0.1%	●●○○○○
HOOD Robinhood Markets, Inc.	717.38K	385.93K	+85.9%	$71.94M	0.2%	●●○○○○
KHC The Kraft Heinz Company	2.77M	2.58M	+7.1%	$65.33M	0.2%	●●○○○○
VRSK Verisk Analytics, Inc.	359.47K	303.34K	+18.5%	$64.54M	0.2%	●●○○○○
SLB Slb N.V.	1.35M	5.93K	+22724.2%	$62.96M	0.1%
VEEV Veeva Systems Inc.	352.56K	270.56K	+30.3%	$62.57M	0.1%
KMB Kimberly-Clark…	568.33K	486.55K	+16.8%	$62.39M	0.1%	●●○○○○
VDC Vanguard Consumer…	270.25K	240.15K	+12.5%	$60.94M	0.1%
PSX Phillips 66	335.90K	1.35K	+24708.2%	$56.78M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	142.69K	1.88K	+7473.5%	$56.74M	0.1%
DD DuPont de Nemours, Inc.	406.01K	1.20M	+1.7% ✂	$55.07M	0.1%	●●○○○○
BGRN	1.16M	1.10M	+5.2%	$54.99M	0.1%
DKNG DraftKings Inc.	2.16M	1.67M	+29.4%	$54.55M	0.1%	●●○○○○
VOX Vanguard Communication…	254.01K	239.30K	+6.2%	$46.73M	0.1%
NKE NIKE, Inc.	1.13M	808.97K	+40.3%	$46.58M	0.1%	●●○○○○
GVA Granite Construction…	255.57K	253.69K	+0.7%	$40.40M	0.1%	●●○○○○
ORA Ormat Technologies, Inc.	234.14K	230.56K	+1.6%	$25.50M	0.1%	●●○○○○
BCPC Balchem Corp	133.43K	129.18K	+3.3%	$22.54M	0.1%	●●○○○○
MRK Merck & Co., Inc.	169.73K	168.61K	+0.7%	$21.81M	0.1%
VCR Vanguard Consumer…	53.86K	47.22K	+14.1%	$21.36M	0.1%	●●○○○○
PANW Palo Alto Networks, Inc.	61.29K	57.51K	+6.6%	$20.90M	0.1%
GEV GE Vernova Inc.	15.18K	14.22K	+6.8%	$17.84M	0.0%	●●○○○○
BKNG Booking Holdings Inc.	98.53K	3.68K	+7.2% ✂	$17.56M	0.0%
LOW Lowe's Companies, Inc.	77.82K	72.68K	+7.1%	$17.16M	0.0%	●●○○○○
IVV iShares Core S&P 500 ETF	22.02K	20.84K	+5.7%	$16.49M	0.0%
SCHW The Charles Schwab…	169.93K	163.84K	+3.7%	$15.68M	0.0%
VEA Vanguard FTSE Developed…	211.94K	207.57K	+2.1%	$15.10M	0.0%
VIS Vanguard Industrials ETF	41.12K	40.79K	+0.8%	$14.82M	0.0%
VHT Vanguard Health Care ETF	47.73K	32.70K	+46.0%	$14.27M	0.0%	●●○○○○
LMT Lockheed Martin…	24.41K	21.28K	+14.7%	$12.44M	0.0%
CL Colgate-Palmolive…	139.15K	138.84K	+0.2%	$12.76M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
SCHF Schwab International…	182.56M	185.70M	-1.7%	$5.06B	12.1%
IWM iShares Russell 2000 ETF	7.93M	8.59M	-7.7%	$2.38B	5.7%
AAPL Apple Inc.	2.10M	2.10M	-0.3%	$606.66M	1.4%	●●○○○○
PDBC Invesco Optimum Yield…	32.75M	34.50M	-5.1%	$519.99M	1.2%
NVDA NVIDIA Corporation	2.83M	2.89M	-1.9%	$566.71M	1.4%
ESGD iShares ESG Aware MSCI…	5.43M	5.47M	-0.8%	$558.43M	1.3%	●●○○○○
IAU iShares Gold Trust	5.24M	5.40M	-3.1%	$395.50M	0.9%	●●○○○○
ESGE iShares ESG Aware MSCI…	4.66M	5.22M	-10.9%	$254.58M	0.6%	●●○○○○
CAT Caterpillar Inc.	171.33K	171.89K	-0.3%	$182.45M	0.4%	●●○○○○
IWB iShares Russell 1000 ETF	430.49K	442.56K	-2.7%	$176.29M	0.4%
AVGO Broadcom Inc.	440.33K	442.41K	-0.5%	$166.33M	0.4%
ECL Ecolab Inc.	502.70K	623.65K	-19.4%	$140.06M	0.3%
PFE Pfizer Inc.	4.83M	5.63M	-14.1%	$116.32M	0.3%
SPYM State Street SPDR…	1.15M	2.06M	-44.1%	$101.22M	0.2%
NEM Newmont Corporation	1.45M	1.46M	-0.2%	$135.64M	0.3%	●●○○○○
NUE Nucor Corporation	683.40K	688.84K	-0.8%	$152.23M	0.4%
VLO Valero Energy…	383.97K	598.84K	-35.9%	$100.00M	0.2%
LHX L3Harris Technologies…	340.14K	397.39K	-14.4%	$98.84M	0.2%	●●○○○○
BKR Baker Hughes Company	1.29M	2.23M	-42.4%	$71.45M	0.2%
ABBV AbbVie Inc.	507.38K	514.59K	-1.4%	$127.68M	0.3%
T AT&T Inc.	3.95M	4.27M	-7.5%	$81.76M	0.2%
SRE Sempra	1.15M	1.22M	-6.1%	$106.31M	0.3%
HON Honeywell International…	257.11K	524.88K	-2.0% ✂	$57.57M	0.1%
FTNT Fortinet, Inc.	635.05K	1.02M	-37.8%	$97.56M	0.2%
ABT Abbott Laboratories	934.54K	948.12K	-1.4%	$84.80M	0.2%
MTCH Match Group, Inc.	298.36K	2.22M	-86.5%	$11.35M	0.0%
D Dominion Energy, Inc.	8.21K	1.01M	-99.2%	$560,854	0.0%
VST Vistra Corp.	322.53K	377.94K	-14.7%	$51.16M	0.1%
SYK Stryker Corporation	139.72K	164.90K	-15.3%	$43.99M	0.1%
VDE Vanguard Energy ETF	251.03K	252.50K	-0.6%	$37.69M	0.1%	●●○○○○
GOOGL Alphabet Inc.	81.03K	89.30K	-9.3%	$28.96M	0.1%
TJX The TJX Companies, Inc.	139.59K	141.21K	-1.1%	$21.15M	0.1%	●●○○○○
VEU Vanguard FTSE All-World…	231.18K	243.93K	-5.2%	$19.36M	0.0%	●●○○○○
DE Deere & Company	28.25K	28.32K	-0.2%	$17.92M	0.0%	●●○○○○
ITOT iShares Core S&P Total…	101.57K	113.01K	-10.1%	$16.68M	0.0%
AMD Advanced Micro Devices…	28.01K	29.59K	-5.3%	$16.27M	0.0%	●●○○○○
MAR Marriott International…	43.63K	44.28K	-1.5%	$16.17M	0.0%	●●○○○○
C Citigroup Inc.	110.20K	110.37K	-0.1%	$15.42M	0.0%	●●○○○○
RS Reliance Steel &…	37.92K	38.37K	-1.1%	$14.17M	0.0%	●●○○○○
SPY State Street SPDR S&P…	17.50K	21.57K	-18.9%	$13.07M	0.0%	●●○○○○
QQQ Invesco QQQ Trust…	18.61K	19.13K	-2.7%	$13.71M	0.0%	●●○○○○
VTEB Vanguard Tax-Exempt…	267.48K	267.56K	0.0%	$13.53M	0.0%
EXPD Expeditors…	82.05K	82.40K	-0.4%	$13.37M	0.0%	●●○○○○
SCHB Schwab U.S. Broad…	448.37K	450.98K	-0.6%	$12.98M	0.0%	●●○○○○
GLW Corning Inc	45.54K	50.23K	-9.3%	$11.63M	0.0%	●●○○○○
LRCX Lam Research Corporation	25.04K	28.48K	-12.1%	$10.85M	0.0%	●●○○○○
XYL Xylem Inc.	82.04K	82.35K	-0.4%	$9.70M	0.0%	●●○○○○
INTC Intel Corp.	52.26K	58.81K	-11.1%	$7.30M	0.0%
IJR iShares Core S&P…	47.29K	51.30K	-7.8%	$7.01M	0.0%
CSCO Cisco Systems, Inc.	46.59K	50.55K	-7.8%	$5.47M	0.0%
AGG iShares Core U.S.…	51.73K	54.46K	-5.0%	$5.12M	0.0%	●●○○○○
PBUS Invesco MSCI USA ETF	48.30K	74.71K	-35.4%	$3.62M	0.0%	●●○○○○
MCD McDonald's Corporation	12.33K	12.59K	-2.1%	$3.33M	0.0%
STX Seagate Technology…	3.90K	3.90K	-0.1%	$3.76M	0.0%	●●○○○○
MU Micron Technology, Inc.	3.12K	3.86K	-19.3%	$3.60M	0.0%
IWF iShares Russell 1000…	28.85K	7.52K	-4.1% ✂	$3.58M	0.0%	●●○○○○
AXP American Express Company	9.69K	10.14K	-4.5%	$3.28M	0.0%	●●○○○○
INTU Intuit Inc.	6.41K	6.90K	-7.0%	$1.67M	0.0%	●●○○○○
BIL State Street SPDR…	30.08K	32.40K	-7.2%	$2.76M	0.0%	●●○○○○
VXF Vanguard Extended…	11.98K	12.73K	-5.9%	$2.95M	0.0%	●●○○○○
XLK State Street Technology…	12.24K	19.34K	-36.7%	$2.33M	0.0%	●●○○○○
DELL Dell Technologies Inc.	5.89K	6.17K	-4.5%	$2.54M	0.0%
QCOM QUALCOMM Incorporated	12.93K	15.52K	-16.7%	$2.39M	0.0%	●●○○○○
AES The AES Corporation	31.17K	160.31K	-80.6%	$456,986	0.0%	●●○○○○
CRWD CrowdStrike Holdings…	2.94K	3.02K	-2.6%	$2.24M	0.0%
PLTR Palantir Technologies…	14.21K	15.19K	-6.5%	$1.66M	0.0%
ANET Arista Networks, Inc.	12.59K	12.79K	-1.5%	$2.14M	0.0%
VXUS Vanguard Total…	24.79K	25.93K	-4.4%	$2.12M	0.0%
TSM Taiwan Semiconductor…	4.24K	4.39K	-3.5%	$2.02M	0.0%	●●○○○○
TXN Texas Instruments…	6.44K	6.54K	-1.5%	$1.92M	0.0%	●●○○○○
IBIT iShares Bitcoin Trust…	43.15K	45.53K	-5.2%	$1.44M	0.0%	●●○○○○
SHOP Shopify Inc.	14.07K	14.20K	-0.9%	$1.61M	0.0%	●●○○○○
SANM Sanmina Corporation	5.81K	6.04K	-3.7%	$1.47M	0.0%
EMXC iShares MSCI Emerging…	13.88K	16.97K	-18.2%	$1.42M	0.0%	●●○○○○
SNDK Sandisk Corporation	613	715	-14.3%	$1.39M	0.0%
SCHH Schwab U.S. REIT ETF	58.33K	60.01K	-2.8%	$1.38M	0.0%	●●○○○○
SCHX Schwab U.S. Large-Cap…	45.13K	49.73K	-9.3%	$1.33M	0.0%	●●○○○○
ONTO Onto Innovation Inc.	3.40K	5.46K	-37.7%	$1.29M	0.0%
UBER Uber Technologies, Inc.	16.04K	17.84K	-10.1%	$1.16M	0.0%	●●○○○○
SCHD Schwab U.S. Dividend…	34.59K	39.73K	-12.9%	$1.10M	0.0%	●●○○○○
VBR Vanguard Morningstar…	4.96K	5.03K	-1.4%	$1.20M	0.0%	●●○○○○
WTW Willis Towers Watson…	3.93K	3.98K	-1.3%	$1.03M	0.0%
MMM 3M Company	7.15K	7.39K	-3.3%	$1.16M	0.0%
AZN AstraZeneca PLC	5.68K	5.93K	-4.2%	$1.06M	0.0%
ACN Accenture plc	4.56K	5.64K	-19.1%	$567,571	0.0%	●●○○○○
EFA iShares MSCI EAFE ETF	10.68K	10.79K	-1.0%	$1.11M	0.0%
AKRE Akre Focus ETF	13.62K	20.52K	-33.6%	$724,501	0.0%	●●○○○○
ELV Elevance Health Inc.	2.53K	2.72K	-7.0%	$978,814	0.0%
ASML ASML Holding N.V.	467	527	-11.4%	$929,068	0.0%
QUAL iShares MSCI USA…	4.14K	4.18K	-1.0%	$908,001	0.0%	●●○○○○
EMR Emerson Electric Co.	6.30K	6.55K	-3.8%	$902,325	0.0%
ESGV Vanguard ESG U.S. Stock…	6.62K	7.06K	-6.2%	$875,297	0.0%	●●○○○○
XLV State Street Health…	5.45K	5.64K	-3.3%	$864,697	0.0%
XLE State Street Energy…	13.69K	13.92K	-1.6%	$727,310	0.0%	●●○○○○
IWR iShares Russell Mid-Cap…	7.36K	8.14K	-9.6%	$811,498	0.0%	●●○○○○
IUSG iShares Core S&P U.S.…	4.26K	4.57K	-6.7%	$802,204	0.0%	●●○○○○
IYW iShares U.S. Technology…	2.72K	4.35K	-37.3%	$687,075	0.0%	●●○○○○
TEL TE Connectivity plc	1.54K	3.73K	-58.7%	$310,278	0.0%
TT Trane Technologies plc	1.58K	1.59K	-0.8%	$776,033	0.0%	●●○○○○
MPC Marathon Petroleum…	2.49K	3.17K	-21.4%	$637,385	0.0%	●●○○○○
GBTC Grayscale Bitcoin Trust…	12.12K	14.68K	-17.4%	$551,930	0.0%
PM Philip Morris…	4.22K	4.34K	-2.8%	$763,327	0.0%	●●○○○○
PYPL PayPal Holdings, Inc.	14.41K	16.83K	-14.4%	$622,216	0.0%	●●○○○○
ROK Rockwell Automation…	1.50K	1.52K	-1.6%	$742,125	0.0%	●●○○○○
XLI State Street Industrial…	3.90K	4.48K	-13.1%	$722,027	0.0%	●●○○○○
Q Qnity Electronics, Inc.	4.21K	4.93K	-14.6%	$687,666	0.0%	●●○○○○
CDNS Cadence Design Systems…	1.82K	2.28K	-20.0%	$683,458	0.0%
GIB CGI Inc.	8.98K	9.28K	-3.2%	$580,223	0.0%	●●○○○○
TWLO Twilio Inc.	3.25K	3.63K	-10.3%	$671,196	0.0%	●●○○○○
DFAT Dimensional - US…	9.42K	9.65K	-2.3%	$658,528	0.0%	●●○○○○
NTAP NetApp, Inc.	3.92K	6.33K	-38.0%	$607,278	0.0%	●●○○○○
VOOG Vanguard S&P 500 Growth…	7.83K	1.53K	-14.6% ✂	$646,584	0.0%	●●○○○○
RCL Royal Caribbean Cruises…	2.00K	2.06K	-3.0%	$635,378	0.0%
IWD iShares Russell 1000…	2.60K	2.96K	-12.2%	$631,205	0.0%	●●○○○○
MGK Vanguard Morningstar…	4.00K	1.66K	-51.8% ✂	$351,640	0.0%	●●○○○○
VCIT Vanguard…	6.11K	7.31K	-16.5%	$504,578	0.0%	●●○○○○
VBK Vanguard Morningstar…	1.63K	1.68K	-2.9%	$596,384	0.0%	●●○○○○
VYM Vanguard High Dividend…	2.37K	4.01K	-40.9%	$374,531	0.0%	●●○○○○
XLF State Street Financial…	10.37K	11.70K	-11.3%	$556,097	0.0%	●●○○○○
FNDX Schwab Fundamental U.S.…	15.50K	20.49K	-24.4%	$482,174	0.0%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
MASI Masimo Corporation	—	14.11K	Thoát	$2.51M	0.0%
BILL Bill.com Holdings, Inc.	—	21.61K	Thoát	$827,663	0.0%
BHRB	—	9.24K	Thoát	$575,497	0.0%
LQD iShares iBoxx $…	—	4.89K	Thoát	$532,617	0.0%
DHI D.R. Horton, Inc.	—	3.54K	Thoát	$485,484	0.0%
CPSS	—	62.56K	Thoát	$483,573	0.0%
AIZ Assurant, Inc.	—	2.08K	Thoát	$453,698	0.0%
MKC McCormick & Company…	—	8.44K	Thoát	$425,613	0.0%
KTOS Kratos Defense &…	—	4.11K	Thoát	$289,655	0.0%
UL Unilever PLC	—	4.32K	Thoát	$245,826	0.0%
MBB iShares MBS ETF	—	2.44K	Thoát	$232,058	0.0%
FHLC Fidelity MSCI Health…	—	3.22K	Thoát	$226,630	0.0%
BIV Vanguard…	—	2.83K	Thoát	$218,342	0.0%
ARKB ARK 21Shares Bitcoin ETF	—	9.64K	Thoát	$216,804	0.0%
SCHV Schwab U.S. Large-Cap…	—	7.04K	Thoát	$214,659	0.0%
MKL Markel Corporation	—	107	Thoát	$204,805	0.0%
AMP Ameriprise Financial…	—	455	Thoát	$202,202	0.0%
PLD Prologis, Inc.	—	1.53K	Thoát	$201,839	0.0%
NVTS Navitas Semiconductor…	—	11.03K	Thoát	$96,751	0.0%
BB BlackBerry Limited	—	20.30K	Thoát	$65,775	0.0%

Tuổi vị thế

420–1 quý

4882–4 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
Wealthfront Advisers LLC	420	34.8%	0.3737	So sánh ⇄
Financial Engines Advisors L.L.C.	302	39.5%	0.2941	So sánh ⇄
Chevy Chase Trust Holdings, LLC	322	37.7%	0.1802	So sánh ⇄
PFA Pension, Forsikringsaktieselskab	216	29.5%	0.1734	So sánh ⇄
National Pension Service	268	32.9%	0.1731	So sánh ⇄
Aviva Plc	285	26.2%	0.1725	So sánh ⇄
Fayez Sarofim & Co	188	29.4%	0.1637	So sánh ⇄
Korea Investment CORP	277	29.8%	0.158	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 12 2026 13F-HR · kỳ Q2 2026

$41.92B · 533 vị thế · Xem hồ sơ SEC gốc ↗

May 14 2026 13F-HR · kỳ Q1 2026

$38.52B · 511 vị thế · Xem hồ sơ SEC gốc ↗

Feb 12 2026 13F-HR · kỳ Q4 2025

$37.03B · 501 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$36.08B · 528 vị thế · Xem hồ sơ SEC gốc ↗

Aug 08 2025 13F-HR · kỳ Q2 2025

$33.39B · 497 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 12, 2026 · Phương pháp tính thay đổi

☆ Empower Advisory Group, LLC

Empower Advisory Group, LLC