Hồ sơ lưu nhà quản lý · quý lưu trữ

Envestnet Asset Management Inc

Berwyn, PA · CIK 1407543 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$373.58BGiá trị 13F được báo cáo

4,703Vị thế

19.4%Tỷ trọng top 10

127.10Danh mục nắm giữ hiệu lực

5.1%Doanh thu ước tính

+411Mới

−148Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế long có thể báo cáo tại Mỹ, không bao gồm tiền mặt, trái phiếu, vị thế short hay tài sản ngoài Mỹ. Đây không phải là tài sản đang quản lý.

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

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 71.3% (+0.6pp)

Công nghệ 8.6% (-1.1pp)

Công nghiệp 4.1% (+0.3pp)

Chăm sóc sức khỏe 3.8% (-0.1pp)

Hàng tiêu dùng chu kỳ 3.3% (-0.1pp)

Dịch vụ Truyền thông 2.5% (-0.2pp)

Hàng tiêu dùng thiết yếu 1.9% (+0.2pp)

Năng lượng 1.7% (+0.4pp)

Tiện ích 1.1% (+0.1pp)

Vật liệu Cơ bản 1.0% (+0.1pp)

Bất động sản 0.8% (+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 · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	IVV iShares Core S&P 500 ETF	5.8%	$21.53B	32.96M	+25.1%	▲ Add	2
2	VOO Vanguard S&P 500 ETF	1.7%	$6.38B	10.68M	+64.4%	▲ Add	2
3	DYNF iShares U.S. Equity Factor…	1.7%	$6.34B	108.96M	-1.5%	▼ Trim	2
4	IUSB iShares Core Universal USD…	1.6%	$6.15B	133.08M	+11.8%	▲ Add	2
5	IEMG iShares Core MSCI Emerging…	1.6%	$6.05B	86.78M	+10.7%	▲ Add	2
6	IVE iShares S&P 500 Value ETF	1.6%	$5.86B	27.73M	-2.3%	▼ Trim	2
7	IVW iShares S&P 500 Growth ETF	1.5%	$5.58B	49.32M	+13.0%	▲ Add	2
8	VEA Vanguard FTSE Developed…	1.5%	$5.52B	86.07M	+12.7%	▲ Add	2
9	IEFA iShares Core MSCI EAFE ETF	1.2%	$4.60B	50.86M	+45.8%	▲ Add	2
10	EFV iShares MSCI EAFE Value ETF	1.2%	$4.44B	59.66M	+12.8%	▲ Add	2
11	VTV Vanguard Morningstar Value…	1.2%	$4.43B	22.59M	+11.4%	▲ Add	2
12	AGG iShares Core U.S. Aggregate…	1.2%	$4.42B	44.58M	+23.9%	▲ Add	2
13	MSFT Microsoft Corporation	1.2%	$4.31B	11.65M	+11.7%	▲ Add	2
14	NVDA NVIDIA Corporation	1.1%	$4.02B	23.04M	+11.1%	▲ Add	2
15	VUG Vanguard Morningstar Growth…	1.0%	$3.80B	8.70M	+13.6%	▲ Add	2
16	GOVT iShares U.S. Treasury Bond…	0.9%	$3.53B	153.89M	+112.8%	▲ Add	2
17	QUAL iShares MSCI USA Quality…	0.9%	$3.41B	17.77M	+6.2%	▲ Add	2
18	AAPL Apple Inc.	0.9%	$3.38B	13.32M	+14.1%	▲ Add	2
19	BNDX Vanguard Total…	0.8%	$2.85B	59.23M	+25.5%	▲ Add	2
20	MBB iShares MBS ETF	0.7%	$2.74B	28.90M	+10.9%	▲ Add	2
21	AMZN Amazon.com, Inc.	0.7%	$2.73B	13.10M	+8.3%	▲ Add	2
22	EFG iShares MSCI EAFE Growth ETF	0.7%	$2.49B	22.40M	+742.5%	▲ Add	2
23	BSV Vanguard Short-Term Bond ETF	0.7%	$2.47B	31.52M	+28.6%	▲ Add	2
24	IJH iShares Core S&P Mid-Cap ETF	0.7%	$2.43B	36.04M	+5.4%	▲ Add	2
25	TLH iShares 10-20 Year Treasury…	0.6%	$2.31B	22.94M	-2.7%	▼ Trim	2
26	AVGO Broadcom Inc.	0.6%	$2.29B	7.40M	+15.1%	▲ Add	2
27	IWF iShares Russell 1000 Growth…	0.6%	$2.28B	5.35M	+1.6%	▲ Add	2
28	IJR iShares Core S&P Small-Cap…	0.6%	$2.22B	17.89M	+9.5%	▲ Add	2
29	BAI iShares A.I. Innovation and…	0.6%	$2.19B	66.54M	+15.0%	▲ Add	2
30	VWO Vanguard FTSE Emerging…	0.6%	$2.14B	39.56M	+11.7%	▲ Add	2
31	JPM JPMorgan Chase & Co.	0.6%	$2.12B	7.19M	+6.1%	▲ Add	2
32	GOOGL Alphabet Inc.	0.6%	$2.10B	7.32M	+9.3%	▲ Add	2
33	MTUM iShares MSCI USA Momentum…	0.5%	$2.03B	8.47M	+7.5%	▲ Add	2
34	THRO iShares U.S. Thematic…	0.5%	$1.99B	55.05M	+10.5%	▲ Add	2
35	VTI Vanguard Morningstar Total…	0.5%	$1.93B	6.03M	+4.9%	▲ Add	2
36	SCHG Schwab U.S. Large-Cap…	0.5%	$1.88B	64.46M	+0.2%	▲ Add	2
37	BIV Vanguard Intermediate-Term…	0.5%	$1.82B	23.55M	+39.9%	▲ Add	2
38	META Meta Platforms, Inc.	0.5%	$1.82B	3.17M	+12.0%	▲ Add	2
39	GOOG Alphabet Inc.	0.5%	$1.80B	6.28M	+7.5%	▲ Add	2
40	MUB iShares National Muni Bond…	0.5%	$1.77B	16.70M	+17.8%	▲ Add	2
41	BND Vanguard Total Bond Market…	0.5%	$1.76B	23.88M	+11.2%	▲ Add	2
42	QQQM Invesco NASDAQ 100 ETF	0.5%	$1.76B	7.39M	+0.1%	▲ Add	2
43	QQQ Invesco QQQ Trust, Series 1	0.5%	$1.74B	3.01M	+2.1%	▲ Add	2
44	VO Vanguard Morningstar…	0.5%	$1.69B	5.89M	+125.5%	▲ Add	2
45	SPY State Street SPDR S&P 500…	0.5%	$1.68B	2.58M	+4.5%	▲ Add	2
46	XLK State Street Technology…	0.4%	$1.56B	11.77M	+0.9%	▲ Add	2
47	SPYM State Street SPDR Portfolio…	0.4%	$1.55B	20.26M	+13.2%	▲ Add	2
48	BLCR iShares Large Cap Core…	0.4%	$1.55B	37.73M	+53297.3%	▲ Add	2
49	IWB iShares Russell 1000 ETF	0.4%	$1.55B	4.34M	-4.9%	▼ Trim	2
50	IWD iShares Russell 1000 Value…	0.4%	$1.47B	6.89M	-11.1%	▼ Trim	2
51	IDEF iShares Defense Industrials…	0.4%	$1.46B	44.55M	Mới	New	1
52	IEF iShares 7-10 Year Treasury…	0.4%	$1.41B	14.75M	+16.0%	▲ Add	2
53	BINC iShares Flexible Income…	0.4%	$1.40B	27.04M	-1.7%	▼ Trim	2
54	BDYN iShares Dynamic Equity…	0.4%	$1.33B	54.52M	+7.9%	▲ Add	2
55	IAGG iShares Core International…	0.4%	$1.32B	26.44M	+19.6%	▲ Add	2
56	AVEM Avantis Emerging Markets…	0.3%	$1.30B	16.13M	+3.3%	▲ Add	2
57	TSM Taiwan Semiconductor…	0.3%	$1.29B	3.82M	+7.9%	▲ Add	2
58	VMBS Vanguard Mortgage-Backed…	0.3%	$1.28B	27.33M	+22.0%	▲ Add	2
59	V Visa Inc.	0.3%	$1.26B	4.15M	+10.2%	▲ Add	2
60	JNJ Johnson & Johnson	0.3%	$1.21B	4.94M	+8.4%	▲ Add	2
61	XLF State Street Financial…	0.3%	$1.19B	24.06M	-5.3%	▼ Trim	2
62	LLY Eli Lilly and Company	0.3%	$1.08B	1.18M	+6.2%	▲ Add	2
63	CVX Chevron Corporation	0.3%	$1.08B	5.21M	+12.8%	▲ Add	2
64	ABBV AbbVie Inc.	0.3%	$1.06B	4.85M	+0.5%	▲ Add	2
65	IXUS iShares Core MSCI Total…	0.3%	$1.02B	11.76M	+0.2%	▲ Add	2
66	APUE ActivePassive U.S. Equity…	0.3%	$1.02B	25.38M	+12.4%	▲ Add	2
67	DFAI Dimensional - International…	0.3%	$1.01B	25.96M	+158.8%	▲ Add	2
68	PM Philip Morris International…	0.3%	$980.58M	5.93M	+4.3%	▲ Add	2
69	MA Mastercard Incorporated	0.3%	$966.04M	1.93M	+8.1%	▲ Add	2
70	BLV Vanguard Long-Term Bond ETF	0.3%	$938.56M	13.65M	+24.8%	▲ Add	2
71	VXUS Vanguard Total…	0.3%	$937.01M	12.15M	+2.3%	▲ Add	2
72	VB Vanguard Morningstar…	0.2%	$925.89M	3.54M	+8.9%	▲ Add	2
73	VCIT Vanguard Intermediate-Term…	0.2%	$924.00M	11.17M	+2.6%	▲ Add	2
74	XONA.DE Exxon Mobil Corporation	0.2%	$906.43M	5.34M	+4.0%	▲ Add	2
75	CGDV Capital Group Dividend…	0.2%	$884.94M	20.80M	+10.5%	▲ Add	2
76	VXF Vanguard Extended Market ETF	0.2%	$873.69M	4.25M	+39.8%	▲ Add	2
77	HD The Home Depot, Inc.	0.2%	$850.33M	2.59M	+13.9%	▲ Add	2
78	SPYG State Street SPDR Portfolio…	0.2%	$840.62M	8.59M	-23.2%	▼ Trim	2
79	AVLV Avantis U.S. Large Cap…	0.2%	$817.33M	10.14M	-6.8%	▼ Trim	2
80	VEU Vanguard FTSE All-World…	0.2%	$812.25M	10.82M	+6.0%	▲ Add	2
81	MGC Vanguard Morningstar Mega…	0.2%	$802.92M	3.40M	-31.5%	▼ Trim	2
82	BDVL iShares Disciplined…	0.2%	$802.24M	32.55M	+0.3%	▲ Add	2
83	IAU iShares Gold Trust	0.2%	$792.23M	8.99M	-53.5%	▼ Trim	2
84	CSCO Cisco Systems, Inc.	0.2%	$780.36M	10.06M	+10.3%	▲ Add	2
85	WT WisdomTree, Inc.	0.2%	$774.42M	12.32M	+8.6%	▲ Add	2
86	XLV State Street Health Care…	0.2%	$758.86M	5.18M	+0.7%	▲ Add	2
87	DGRO iShares Core Dividend…	0.2%	$745.81M	10.63M	+3.3%	▲ Add	2
88	TJX The TJX Companies, Inc.	0.2%	$742.28M	4.65M	+23.2%	▲ Add	2
89	IWP iShares Russell Mid-Cap…	0.2%	$739.58M	5.77M	-3.9%	▼ Trim	2
90	IUSV iShares Core S&P U.S. Value…	0.2%	$732.62M	7.17M	+20.7%	▲ Add	2
91	XLC State Street Communication…	0.2%	$726.96M	6.56M	+1.7%	▲ Add	2
92	IEUR iShares Core MSCI Europe ETF	0.2%	$711.40M	10.12M	+35.5%	▲ Add	2
93	PH Parker-Hannifin Corporation	0.2%	$677.64M	756.94K	-4.0%	▼ Trim	2
94	BIL State Street SPDR Bloomberg…	0.2%	$668.62M	7.30M	+138.3%	▲ Add	2
95	LQD iShares iBoxx $ Investment…	0.2%	$667.33M	6.12M	+13.6%	▲ Add	2
96	WMT Walmart Inc.	0.2%	$667.11M	5.37M	+0.6%	▲ Add	2
97	APH Amphenol Corporation	0.2%	$661.02M	5.23M	-3.9%	▼ Trim	2
98	IQLT iShares MSCI Intl Quality…	0.2%	$657.39M	14.22M	-13.7%	▼ Trim	2
99	RTX RTX Corporation	0.2%	$652.31M	3.38M	+21.5%	▲ Add	2
100	VZ Verizon Communications Inc.	0.2%	$647.35M	12.90M	+13.7%	▲ Add	2
101	EFA iShares MSCI EAFE ETF	0.2%	$638.31M	6.57M	+10.0%	▲ Add	2
102	JEPI JPMorgan Equity Premium…	0.2%	$632.88M	11.17M	+12.9%	▲ Add	2
103	RSP Invesco S&P 500 Equal…	0.2%	$616.68M	3.21M	+81.0%	▲ Add	2
104	CGGR Capital Group Growth ETF	0.2%	$616.37M	15.34M	+15.4%	▲ Add	2
105	COST Costco Wholesale Corporation	0.2%	$614.86M	617.06K	+9.2%	▲ Add	2
106	LRCX Lam Research Corporation	0.2%	$611.01M	2.86M	-13.3%	▼ Trim	2
107	ITOT iShares Core S&P Total U.S.…	0.2%	$602.99M	4.23M	+16.9%	▲ Add	2
108	LMUB iShares Long-Term National…	0.2%	$599.85M	12.01M	Mới	New	1
109	AMGN Amgen Inc.	0.2%	$597.20M	1.70M	+41.7%	▲ Add	2
110	BRK-B Berkshire Hathaway Inc.	0.2%	$595.32M	1.24M	+34.9%	▲ Add	2
111	MDT Medtronic plc	0.2%	$590.33M	6.81M	+31.7%	▲ Add	2
112	VCSH Vanguard Short-Term…	0.2%	$586.25M	7.40M	+6.9%	▲ Add	2
113	CME CME Group Inc.	0.2%	$585.24M	1.98M	+43.9%	▲ Add	2
114	VT Vanguard Total World Stock…	0.2%	$569.25M	4.12M	+148.6%	▲ Add	2
115	SCHV Schwab U.S. Large-Cap Value…	0.1%	$557.73M	18.29M	+10.1%	▲ Add	2
116	VONG Vanguard Russell 1000…	0.1%	$555.79M	5.07M	+48.1%	▲ Add	2
117	ASML ASML Holding N.V.	0.1%	$546.43M	413.70K	+16.3%	▲ Add	2
118	VIG Vanguard Dividend…	0.1%	$536.98M	2.50M	+8.7%	▲ Add	2
119	CGUS Capital Group Core Equity…	0.1%	$535.84M	13.95M	+21.0%	▲ Add	2
120	ABT Abbott Laboratories	0.1%	$532.36M	5.19M	-5.1%	▼ Trim	2
121	ETN Eaton Corporation plc	0.1%	$531.70M	1.49M	+23.3%	▲ Add	2
122	SCHD Schwab U.S. Dividend Equity…	0.1%	$531.13M	17.31M	+6.8%	▲ Add	2
123	SCHW The Charles Schwab…	0.1%	$528.45M	5.62M	+3.4%	▲ Add	2
124	BLK BlackRock, Inc.	0.1%	$524.29M	545.16K	+3.4%	▲ Add	2
125	NFLX Netflix, Inc.	0.1%	$520.66M	5.42M	+20.2%	▲ Add	2
126	DFAC Dimensional - US Core…	0.1%	$515.27M	13.26M	+9.7%	▲ Add	2
127	NEE NextEra Energy, Inc.	0.1%	$514.09M	5.54M	+9.2%	▲ Add	2
128	VYM Vanguard High Dividend…	0.1%	$511.20M	3.45M	0.0%	▲ Add	2
129	MS Morgan Stanley	0.1%	$510.23M	3.10M	+10.4%	▲ Add	2
130	PG The Procter & Gamble Company	0.1%	$509.40M	3.53M	+21.4%	▲ Add	2
131	ADI Analog Devices, Inc.	0.1%	$506.86M	1.59M	+18.1%	▲ Add	2
132	TSLA Tesla, Inc.	0.1%	$503.81M	1.36M	+19.0%	▲ Add	2
133	WFC Wells Fargo & Company	0.1%	$502.66M	6.31M	+8.9%	▲ Add	2
134	GLD SPDR Gold Shares	0.1%	$500.81M	1.16M	+1.1%	▲ Add	2
135	EWJ iShares MSCI Japan ETF	0.1%	$495.01M	5.86M	-6.6%	▼ Trim	2
136	PLD Prologis, Inc.	0.1%	$492.45M	3.73M	+0.6%	▲ Add	2
137	XLI State Street Industrial…	0.1%	$488.34M	3.02M	+6.9%	▲ Add	2
138	T AT&T Inc.	0.1%	$478.25M	16.50M	+18.5%	▲ Add	2
139	FAST Fastenal Company	0.1%	$477.78M	10.30M	+10.6%	▲ Add	2
140	IDEV iShares Core MSCI…	0.1%	$476.11M	5.70M	+32.6%	▲ Add	2
141	LHX L3Harris Technologies, Inc.	0.1%	$473.37M	1.37M	+3.3%	▲ Add	2
142	UNP Union Pacific Corporation	0.1%	$466.16M	1.92M	+10.7%	▲ Add	2
143	MRK Merck & Co., Inc.	0.1%	$463.47M	3.85M	+20.2%	▲ Add	2
144	LIN Linde plc	0.1%	$463.09M	934.10K	+13.8%	▲ Add	2
145	VV Vanguard Morningstar…	0.1%	$460.28M	1.54M	+8.3%	▲ Add	2
146	IEI iShares 3-7 Year Treasury…	0.1%	$454.92M	3.84M	-1.0%	▼ Trim	2
147	KO The Coca-Cola Company	0.1%	$452.62M	5.95M	+16.6%	▲ Add	2
148	AZN AstraZeneca PLC	0.1%	$446.64M	2.27M	+12.1% ✂	▲ Add	2
149	IGIB iShares 5-10 Year…	0.1%	$445.24M	8.37M	+36.7%	▲ Add	2
150	IUSG iShares Core S&P U.S.…	0.1%	$444.86M	2.87M	+24.5%	▲ Add	2
151	APIE TRUST FOR PROFESSIONAL MANAG	0.1%	$442.93M	12.57M	+8.1%	▲ Add	2
152	IWM iShares Russell 2000 ETF	0.1%	$442.22M	1.78M	-12.1%	▼ Trim	2
153	XLP State Street Consumer…	0.1%	$441.85M	5.39M	-0.5%	▼ Trim	2
154	IWLG NEW YORK LIFE INVTS ACTIVE E	0.1%	$440.86M	9.24M	+10.5%	▲ Add	2
155	UNH UnitedHealth Group…	0.1%	$439.22M	1.62M	+20.2%	▲ Add	2
156	BAC Bank of America Corporation	0.1%	$437.70M	8.98M	+7.2%	▲ Add	2
157	IWR iShares Russell Mid-Cap ETF	0.1%	$434.75M	4.47M	-2.8%	▼ Trim	2
158	CGGE Capital Group Global Equity…	0.1%	$429.93M	14.10M	+16.4%	▲ Add	2
159	ORCL Oracle Corporation	0.1%	$424.46M	2.89M	+3.1%	▲ Add	2
160	CB Chubb Limited	0.1%	$423.92M	1.30M	+4.1%	▲ Add	2
161	UBER Uber Technologies, Inc.	0.1%	$420.32M	5.84M	+32.5%	▲ Add	2
162	WEC WEC Energy Group, Inc.	0.1%	$419.54M	3.62M	+22.0%	▲ Add	2
163	PNC The PNC Financial Services…	0.1%	$418.92M	2.01M	+12.5%	▲ Add	2
164	AVDE Avantis International…	0.1%	$417.12M	4.92M	+11.9%	▲ Add	2
165	PGR The Progressive Corporation	0.1%	$414.02M	2.09M	+4.2%	▲ Add	2
166	GE GE Aerospace	0.1%	$412.40M	1.45M	+7.6%	▲ Add	2
167	SPDW State Street SPDR Portfolio…	0.1%	$407.57M	8.93M	+12.1%	▲ Add	2
168	TLT iShares 20+ Year Treasury…	0.1%	$406.63M	4.69M	+19.7%	▲ Add	2
169	IWN iShares Russell 2000 Value…	0.1%	$406.63M	2.14M	-1.8%	▼ Trim	2
170	MCD McDonald's Corporation	0.1%	$405.94M	1.31M	+4.7%	▲ Add	2
171	CGGO Capital Group Global Growth…	0.1%	$402.66M	12.07M	+17.8%	▲ Add	2
172	PEP PepsiCo, Inc.	0.1%	$400.28M	2.58M	+23.4%	▲ Add	2
173	APCB TRUST FOR PROFESSIONAL MANAG	0.1%	$400.13M	13.59M	+10.3%	▲ Add	2
174	KLAC KLA Corporation	0.1%	$395.48M	268.60K	-3.4%	▼ Trim	2
175	ANET Arista Networks, Inc.	0.1%	$395.42M	3.22M	+10.2%	▲ Add	2
176	HYG iShares iBoxx $ High Yield…	0.1%	$394.41M	4.96M	-1.4%	▼ Trim	2
177	AEP American Electric Power…	0.1%	$391.81M	2.99M	-7.2%	▼ Trim	2
178	SPIB State Street SPDR Portfolio…	0.1%	$386.85M	11.53M	+5.9%	▲ Add	2
179	CGDG Capital Group Dividend…	0.1%	$386.31M	10.76M	+15.9%	▲ Add	2
180	XLY State Street Consumer…	0.1%	$384.58M	3.53M	+4.7%	▲ Add	2
181	COP ConocoPhillips	0.1%	$376.66M	2.85M	+14.3%	▲ Add	2
182	RDVY First Trust Rising Dividend…	0.1%	$369.84M	5.42M	+5.2%	▲ Add	2
183	USMV iShares MSCI USA Min Vol…	0.1%	$369.58M	3.99M	+14.5%	▲ Add	2
184	IGSB iShares 1-5 Year Investment…	0.1%	$367.99M	7.00M	+16.5%	▲ Add	2
185	MCK McKesson Corporation	0.1%	$367.64M	424.84K	+30.2%	▲ Add	2
186	ECL Ecolab Inc.	0.1%	$366.03M	1.38M	+11.9%	▲ Add	2
187	GNR State Street SPDR S&P…	0.1%	$363.94M	4.87M	+4.6%	▲ Add	2
188	SBUX Starbucks Corporation	0.1%	$360.51M	4.02M	+21.4%	▲ Add	2
189	VTWO Vanguard Russell 2000 ETF	0.1%	$360.34M	3.60M	+596.6%	▲ Add	2
190	GEV GE Vernova Inc.	0.1%	$360.17M	412.62K	-25.4%	▼ Trim	2
191	USIG iShares Broad USD…	0.1%	$355.88M	6.95M	-11.4%	▼ Trim	2
192	INTU Intuit Inc.	0.1%	$354.79M	820.56K	-1.6%	▼ Trim	2
193	NVS Novartis AG	0.1%	$353.06M	2.31M	+29.7%	▲ Add	2
194	SPEM State Street SPDR Portfolio…	0.1%	$351.31M	7.49M	+39.4%	▲ Add	2
195	VBR Vanguard Morningstar…	0.1%	$350.46M	1.61M	+19.7%	▲ Add	2
196	CASY Casey's General Stores, Inc.	0.1%	$349.22M	479.80K	+24.1%	▲ Add	2
197	CGMU Capital Group Municipal…	0.1%	$348.66M	12.84M	+16.0%	▲ Add	2
198	TSME THRIVENT ETF TRUST	0.1%	$346.48M	8.33M	+0.7%	▲ Add	2
199	VGIT Vanguard Intermediate-Term…	0.1%	$346.26M	5.81M	+33.1%	▲ Add	2
200	IWO iShares Russell 2000 Growth…	0.1%	$344.25M	1.10M	-2.2%	▼ Trim	2
201	DUK Duke Energy Corporation	0.1%	$343.28M	2.62M	+4.3%	▲ Add	2
202	EOG EOG Resources, Inc.	0.1%	$342.92M	2.37M	+12.4%	▲ Add	2
203	XLU State Street Utilities…	0.1%	$341.24M	7.44M	+14.3%	▲ Add	2
204	LMT Lockheed Martin Corporation	0.1%	$341.12M	564.40K	-11.2%	▼ Trim	2
205	AMAT Applied Materials, Inc.	0.1%	$341.00M	997.69K	-2.2%	▼ Trim	2
206	FBND Fidelity Total Bond ETF	0.1%	$340.88M	7.47M	+29.1%	▲ Add	2
207	DIS The Walt Disney Company	0.1%	$338.39M	3.51M	+23.9%	▲ Add	2
208	USB U.S. Bancorp	0.1%	$337.73M	6.49M	+7.5%	▲ Add	2
209	ORLY O'Reilly Automotive, Inc.	0.1%	$337.09M	3.65M	+2.2%	▲ Add	2
210	SPGI S&P Global Inc.	0.1%	$336.84M	791.93K	-2.4%	▼ Trim	2
211	GSLC Goldman Sachs ActiveBeta…	0.1%	$335.19M	2.68M	+9.8%	▲ Add	2
212	XLE State Street Energy Select…	0.1%	$334.16M	5.45M	+23.8%	▲ Add	2
213	WMB The Williams Companies, Inc.	0.1%	$332.62M	4.57M	+3.7%	▲ Add	2
214	TXN Texas Instruments…	0.1%	$329.80M	1.70M	+15.9%	▲ Add	2
215	C Citigroup Inc.	0.1%	$329.28M	2.90M	+16.2%	▲ Add	2
216	MSI Motorola Solutions, Inc.	0.1%	$328.47M	756.89K	+23.7%	▲ Add	2
217	GD General Dynamics Corporation	0.1%	$325.72M	949.02K	+18.6%	▲ Add	2
218	QCOM QUALCOMM Incorporated	0.1%	$323.54M	2.51M	+13.9%	▲ Add	2
219	JAAA Janus Henderson AAA CLO ETF	0.1%	$319.53M	6.34M	-7.6%	▼ Trim	2
220	PYLD PIMCO Multisector Bond…	0.1%	$313.90M	11.98M	+106.7%	▲ Add	2
221	LCTU BLACKROCK ETF TRUST	0.1%	$310.34M	4.42M	-6.9%	▼ Trim	2
222	IPAC iShares Core MSCI Pacific…	0.1%	$309.61M	4.05M	+2.5%	▲ Add	2
223	CMI Cummins Inc.	0.1%	$308.57M	573.52K	-8.9%	▼ Trim	2
224	TCPB THRIVENT ETF TRUST	0.1%	$307.70M	6.06M	+2.1%	▲ Add	2
225	CGHM Capital Group Municipal…	0.1%	$305.63M	12.07M	+13.9%	▲ Add	2
226	COWZ Pacer US Cash Cows 100 ETF	0.1%	$304.97M	4.87M	+50.8%	▲ Add	2
227	TEL TE Connectivity plc	0.1%	$304.41M	1.46M	-2.9%	▼ Trim	2
228	TMO Thermo Fisher Scientific…	0.1%	$301.50M	613.39K	+18.3%	▲ Add	2
229	DE Deere & Company	0.1%	$300.57M	533.58K	+1.8%	▲ Add	2
230	BUFR FT Vest Laddered Buffer ETF	0.1%	$300.13M	8.89M	+28.5%	▲ Add	2
231	CAT Caterpillar Inc.	0.1%	$300.09M	423.58K	-2.0%	▼ Trim	2
232	ESGU iShares ESG Aware MSCI USA…	0.1%	$296.79M	2.10M	+8.4%	▲ Add	2
233	SHY iShares 1-3 Year Treasury…	0.1%	$296.43M	3.59M	+2.8%	▲ Add	2
234	IJJ iShares S&P Mid-Cap 400…	0.1%	$290.79M	2.19M	+17.9%	▲ Add	2
235	COF Capital One Financial…	0.1%	$288.56M	1.58M	+4.9%	▲ Add	2
236	USMC Principal U.S. Mega-Cap ETF	0.1%	$288.41M	4.48M	+5.0%	▲ Add	2
237	SPTL State Street SPDR Portfolio…	0.1%	$287.76M	10.94M	+8.9%	▲ Add	2
238	SMH VanEck Semiconductor ETF	0.1%	$286.10M	746.22K	+39.4%	▲ Add	2
239	CGBL Capital Group Core Balanced…	0.1%	$283.69M	8.24M	+18.7%	▲ Add	2
240	TTE TotalEnergies SE	0.1%	$283.64M	3.11M	+11.8%	▲ Add	2
241	SHW The Sherwin-Williams Company	0.1%	$283.00M	882.85K	-0.7%	▼ Trim	2
242	JPST JPMorgan Ultra-Short Income…	0.1%	$280.90M	5.55M	+28.0%	▲ Add	2
243	MNST Monster Beverage Corporation	0.1%	$280.23M	3.87M	+6.1%	▲ Add	2
244	ACN Accenture plc	0.1%	$277.87M	1.40M	-12.2%	▼ Trim	2
245	GSUS Goldman Sachs MarketBeta…	0.1%	$277.45M	3.10M	+8.3%	▲ Add	2
246	GBIL Goldman Sachs Access…	0.1%	$277.23M	2.77M	+108.1%	▲ Add	2
247	AVUV Avantis U.S. Small Cap…	0.1%	$275.55M	2.49M	+6.7%	▲ Add	2
248	SNA Snap-on Incorporated	0.1%	$273.99M	754.34K	+2.7%	▲ Add	2
249	SPYV State Street SPDR Portfolio…	0.1%	$271.70M	4.80M	+16.1%	▲ Add	2
250	HON Honeywell International Inc.	0.1%	$271.66M	1.20M	+34.5%	▲ Add	2
251	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$269.53M	5.40M	+16.0%	▲ Add	2
252	CGMM Capital Group U.S. Small…	0.1%	$267.76M	9.12M	+24.9%	▲ Add	2
253	SHOP Shopify Inc.	0.1%	$267.04M	2.25M	+21.7%	▲ Add	2
254	PFE Pfizer Inc.	0.1%	$262.42M	9.35M	+8.1%	▲ Add	2
255	DHR Danaher Corporation	0.1%	$261.79M	1.38M	+7.7%	▲ Add	2
256	LOW Lowe's Companies, Inc.	0.1%	$261.67M	1.11M	+7.9%	▲ Add	2
257	MGK Vanguard Morningstar Mega…	0.1%	$261.36M	711.29K	+5.9%	▲ Add	2
258	GILD Gilead Sciences, Inc.	0.1%	$259.09M	1.86M	+4.1%	▲ Add	2
259	NOW ServiceNow, Inc.	0.1%	$258.13M	2.47M	-9.3%	▼ Trim	2
260	UL Unilever PLC	0.1%	$257.48M	4.52M	+57.4%	▲ Add	2
261	IBM International Business…	0.1%	$256.97M	1.06M	-15.0%	▼ Trim	2
262	FELG Fidelity Enhanced Large Cap…	0.1%	$256.76M	6.85M	+11.5%	▲ Add	2
263	CGCP Capital Group Core Plus…	0.1%	$256.57M	11.48M	+10.6%	▲ Add	2
264	AVDV Avantis International Small…	0.1%	$255.90M	2.56M	+12.3%	▲ Add	2
265	PAYX Paychex, Inc.	0.1%	$255.58M	2.77M	+25.1%	▲ Add	2
266	ISRG Intuitive Surgical, Inc.	0.1%	$254.05M	551.10K	+13.3%	▲ Add	2
267	VGT Vanguard Information…	0.1%	$253.32M	363.07K	+5.0%	▲ Add	2
268	BNY Bank of New York Mellon Corp	0.1%	$251.07M	2.12M	+0.2%	▲ Add	2
269	SPAB State Street SPDR Portfolio…	0.1%	$250.84M	9.79M	+7.2%	▲ Add	2
270	IWX iShares Russell Top 200…	0.1%	$247.78M	2.67M	-13.3%	▼ Trim	2
271	SPMD State Street SPDR Portfolio…	0.1%	$245.64M	4.15M	+44.8%	▲ Add	2
272	GS The Goldman Sachs Group…	0.1%	$245.54M	290.24K	+7.8%	▲ Add	2
273	ADP Automatic Data Processing…	0.1%	$245.00M	1.21M	-12.3%	▼ Trim	2
274	JCI Johnson Controls…	0.1%	$244.19M	1.86M	-1.2%	▼ Trim	2
275	BTI British American Tobacco…	0.1%	$241.59M	4.13M	+38.6%	▲ Add	2
276	BOND PIMCO Active Bond…	0.1%	$241.26M	2.61M	+24.5%	▲ Add	2
277	WM Waste Management, Inc.	0.1%	$240.12M	1.04M	+3.5%	▲ Add	2
278	IYW iShares U.S. Technology ETF	0.1%	$239.60M	1.32M	-34.7%	▼ Trim	2
279	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$239.47M	2.04M	+11.6%	▲ Add	2
280	MO Altria Group, Inc.	0.1%	$238.56M	3.62M	+5.1%	▲ Add	2
281	VGSH Vanguard Short-Term…	0.1%	$238.07M	4.07M	+25.3%	▲ Add	2
282	SGOV iShares 0-3 Month Treasury…	0.1%	$237.95M	2.36M	+109.7%	▲ Add	2
283	SCHH Schwab U.S. REIT ETF	0.1%	$237.35M	11.04M	+848.6%	▲ Add	2
284	SO The Southern Company	0.1%	$236.06M	2.45M	+7.7%	▲ Add	2
285	JIRE JPMorgan International…	0.1%	$234.86M	3.10M	+7.0%	▲ Add	2
286	FIBR ISHARES TR	0.1%	$230.01M	2.58M	+13.3%	▲ Add	2
287	ACLC AMERICAN CENTY ETF TR	0.1%	$229.85M	3.12M	+7.9%	▲ Add	2
288	SUSC iShares ESG Aware USD…	0.1%	$229.70M	9.93M	+4.9%	▲ Add	2
289	PRF Invesco RAFI US 1000 ETF	0.1%	$229.46M	4.83M	+0.9%	▲ Add	2
290	APD Air Products and Chemicals…	0.1%	$227.95M	784.70K	+27.9%	▲ Add	2
291	AXP American Express Company	0.1%	$226.56M	749.00K	+27.6%	▲ Add	2
292	DVY iShares Select Dividend ETF	0.1%	$225.21M	1.49M	+6.1%	▲ Add	2
293	VRTX Vertex Pharmaceuticals…	0.1%	$224.86M	503.56K	+6.8%	▲ Add	2
294	DFAX Dimensional World ex U.S.…	0.1%	$224.36M	6.60M	+0.7%	▲ Add	2
295	SPTI State Street SPDR Portfolio…	0.1%	$224.35M	7.83M	+27.2%	▲ Add	2
296	MU Micron Technology, Inc.	0.1%	$222.89M	659.76K	+10.0%	▲ Add	2
297	JEPQ JPMorgan Nasdaq Equity…	0.1%	$222.59M	4.01M	+18.3%	▲ Add	2
298	VOE Vanguard Morningstar…	0.1%	$222.12M	1.21M	+6.2%	▲ Add	2
299	EMR Emerson Electric Co.	0.1%	$221.75M	1.69M	+7.6%	▲ Add	2
300	CRM Salesforce, Inc.	0.1%	$221.52M	1.19M	-1.8%	▼ Trim	2
301	ETR Entergy Corporation	0.1%	$221.42M	1.97M	+10.2%	▲ Add	2
302	DFIV Dimensional - International…	0.1%	$221.03M	4.19M	+10.8%	▲ Add	2
303	AZO AutoZone, Inc.	0.1%	$216.59M	64.12K	+1.6%	▲ Add	2
304	TIP iShares TIPS Bond ETF	0.1%	$216.44M	1.96M	-3.9%	▼ Trim	2
305	VYMI Vanguard International High…	0.1%	$216.30M	2.30M	+15.2%	▲ Add	2
306	MDLZ Mondelez International, Inc.	0.1%	$216.22M	3.75M	+24.4%	▲ Add	2
307	VTIP Vanguard Short-Term…	0.1%	$216.02M	4.32M	+12.4%	▲ Add	2
308	SHV iShares Trust iShares 0-1…	0.1%	$215.58M	1.95M	+76.2%	▲ Add	2
309	PVAL Putnam Focused Large Cap…	0.1%	$215.23M	4.64M	+14.3%	▲ Add	2
310	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$215.05M	1.77M	-6.2%	▼ Trim	2
311	BKNG Booking Holdings Inc.	0.1%	$214.67M	50.99K	-1.2%	▼ Trim	2
312	ACGL Arch Capital Group Ltd.	0.1%	$213.28M	2.22M	+6.2%	▲ Add	2
313	CGMS Capital Group U.S.…	0.1%	$212.85M	7.82M	+24.2%	▲ Add	2
314	AJG Arthur J. Gallagher & Co.	0.1%	$211.67M	977.35K	-20.0%	▼ Trim	2
315	IGM iShares Expanded Tech…	0.1%	$211.07M	1.78M	+6.2%	▲ Add	2
316	DBEF Xtrackers MSCI EAFE Hedged…	0.1%	$210.63M	4.26M	+102.8%	▲ Add	2
317	VONV Vanguard Russell 1000 Value…	0.1%	$210.26M	2.24M	+24.0%	▲ Add	2
318	HSY The Hershey Company	0.1%	$209.95M	1.01M	-2.0%	▼ Trim	2
319	EAGG iShares ESG Aware U.S.…	0.1%	$209.38M	4.40M	+21.6%	▲ Add	2
320	NDAQ Nasdaq, Inc.	0.1%	$209.05M	2.46M	+10.8%	▲ Add	2
321	PAVE Global X - U.S.…	0.1%	$207.69M	4.09M	+40.2%	▲ Add	2
322	IBB iShares Biotechnology ETF	0.1%	$207.12M	1.23M	+0.3%	▲ Add	2
323	SPSM State Street SPDR Portfolio…	0.1%	$206.94M	4.28M	+22.7%	▲ Add	2
324	CAH Cardinal Health, Inc.	0.1%	$206.84M	978.86K	+10.8%	▲ Add	2
325	ENB Enbridge Inc.	0.1%	$206.62M	3.82M	-1.5%	▼ Trim	2
326	VRT Vertiv Holdings Co	0.1%	$206.46M	823.94K	+79.3%	▲ Add	2
327	AVUS Avantis U.S. Equity ETF	0.1%	$203.62M	1.83M	+8.7%	▲ Add	2
328	SHEL Shell plc	0.1%	$202.82M	2.18M	+9.5%	▲ Add	2
329	ICE Intercontinental Exchange…	0.1%	$200.40M	1.27M	+20.9%	▲ Add	2
330	FERG Ferguson plc	0.1%	$199.38M	854.75K	+9.9%	▲ Add	2
331	USHY iShares Broad USD High…	0.1%	$198.42M	5.39M	-0.1%	▼ Trim	2
332	JBND JPMorgan Active Bond ETF	0.1%	$197.94M	3.68M	+39.1%	▲ Add	2
333	IJK iShares S&P Mid-Cap 400…	0.1%	$197.36M	1.96M	+5.0%	▲ Add	2
334	MRSH Marsh & McLennan Companies…	0.1%	$196.60M	1.13M	+0.1%	▲ Add	2
335	TSCO Tractor Supply Company	0.1%	$195.82M	4.32M	-8.2%	▼ Trim	2
336	HEFA iShares Currency Hedged…	0.1%	$195.13M	4.59M	+216.9%	▲ Add	2
337	APP AppLovin Corporation	0.1%	$194.97M	489.88K	+12.5%	▲ Add	2
338	DFIC Dimensional - International…	0.1%	$193.12M	5.44M	+17.4%	▲ Add	2
339	VBK Vanguard Morningstar…	0.1%	$192.61M	637.26K	+21.1%	▲ Add	2
340	VWOB Vanguard Emerging Markets…	0.1%	$192.55M	2.93M	+33.3%	▲ Add	2
341	VNQ Vanguard Real Estate ETF	0.1%	$191.10M	2.15M	+30.0%	▲ Add	2
342	ROST Ross Stores, Inc.	0.1%	$190.75M	880.53K	-14.6%	▼ Trim	2
343	SYK Stryker Corporation	0.1%	$190.53M	579.83K	+20.1%	▲ Add	2
344	WDC Western Digital Corporation	0.1%	$189.71M	701.35K	+18.2%	▲ Add	2
345	IDV iShares International…	0.1%	$189.03M	4.44M	+11.4%	▲ Add	2
346	PSX Phillips 66	0.1%	$187.14M	1.03M	-21.6%	▼ Trim	2
347	BA The Boeing Company	0.1%	$186.76M	972.23K	+21.9%	▲ Add	2
348	MCO Moody's Corporation	0.1%	$186.51M	427.53K	+6.1%	▲ Add	2
349	SCHO Schwab Short-Term U.S.…	0.1%	$186.19M	7.67M	+2.7%	▲ Add	2
350	SNY Sanofi	0.1%	$186.07M	3.86M	+21.1%	▲ Add	2
351	FNDX Schwab Fundamental U.S.…	0.0%	$184.44M	6.62M	+28.5%	▲ Add	2
352	MGV Vanguard Morningstar Mega…	0.0%	$184.26M	1.27M	-2.5%	▼ Trim	2
353	TMUS T-Mobile US, Inc.	0.0%	$183.27M	872.60K	-15.4%	▼ Trim	2
354	VOT Vanguard Morningstar…	0.0%	$183.21M	711.92K	+5.3%	▲ Add	2
355	VLUE iShares MSCI USA Value…	0.0%	$182.90M	1.29M	+883.9%	▲ Add	2
356	SPOT Spotify Technology S.A.	0.0%	$182.77M	376.92K	+25.0%	▲ Add	2
357	CMCSA Comcast Corporation	0.0%	$181.91M	6.34M	+15.4%	▲ Add	2
358	CGCB Capital Group Core Bond ETF	0.0%	$180.68M	6.88M	+26.8%	▲ Add	2
359	TFC Truist Financial Corporation	0.0%	$180.35M	3.92M	+4.6%	▲ Add	2
360	GSIE Goldman Sachs ActiveBeta…	0.0%	$179.88M	4.17M	+52.4%	▲ Add	2
361	TRGP Targa Resources Corp.	0.0%	$179.40M	715.53K	+25.1%	▲ Add	2
362	AMT American Tower Corporation	0.0%	$178.44M	1.03M	+96.4%	▲ Add	2
363	GCOR GOLDMAN SACHS ETF TR	0.0%	$177.96M	4.31M	+25.3%	▲ Add	2
364	FENI Fidelity Enhanced…	0.0%	$175.01M	4.70M	+15.7%	▲ Add	2
365	TRV The Travelers Companies…	0.0%	$174.42M	597.98K	+5.2%	▲ Add	2
366	JNK State Street SPDR Bloomberg…	0.0%	$174.35M	1.82M	+3.6%	▲ Add	2
367	PANW Palo Alto Networks, Inc.	0.0%	$173.51M	1.08M	+12.2%	▲ Add	2
368	KMI Kinder Morgan, Inc.	0.0%	$170.46M	5.08M	+0.6%	▲ Add	2
369	CDNS Cadence Design Systems, Inc.	0.0%	$170.38M	613.17K	-35.3%	▼ Trim	2
370	EME EMCOR Group, Inc.	0.0%	$169.36M	229.39K	+24.5%	▲ Add	2
371	SPTS State Street SPDR Portfolio…	0.0%	$166.91M	5.72M	-0.3%	▼ Trim	2
372	WELL Welltower Inc.	0.0%	$165.54M	837.28K	+23.0%	▲ Add	2
373	VOOG Vanguard S&P 500 Growth ETF	0.0%	$164.17M	402.67K	+7.0%	▲ Add	2
374	CRWD CrowdStrike Holdings, Inc.	0.0%	$164.11M	420.36K	+12.4%	▲ Add	2
375	HELO JPMorgan Hedged Equity…	0.0%	$163.88M	2.56M	+36.8%	▲ Add	2
376	GLW Corning Inc	0.0%	$163.63M	1.20M	-13.6%	▼ Trim	2
377	TOTL State Street DoubleLine…	0.0%	$163.60M	4.12M	+9.8%	▲ Add	2
378	SCHI SCHWAB STRATEGIC TR	0.0%	$163.48M	7.21M	-1.2%	▼ Trim	2
379	SCHF Schwab International Equity…	0.0%	$162.74M	6.58M	+32.9%	▲ Add	2
380	PLTR Palantir Technologies Inc.	0.0%	$162.71M	1.11M	+28.4%	▲ Add	2
381	EMXC iShares MSCI Emerging…	0.0%	$161.76M	2.06M	+36.6%	▲ Add	2
382	HDV iShares Core High Dividend…	0.0%	$161.58M	1.19M	+32.6%	▲ Add	2
383	BDX Becton, Dickinson and…	0.0%	$161.05M	1.02M	-14.6% ✂	▼ Trim	2
384	SDY State Street SPDR S&P…	0.0%	$161.03M	1.10M	+2.2%	▲ Add	2
385	SPSB State Street SPDR Portfolio…	0.0%	$159.56M	5.31M	-1.6%	▼ Trim	2
386	SCHP Schwab US TIPS ETF	0.0%	$159.52M	5.99M	+19.3%	▲ Add	2
387	AMD Advanced Micro Devices, Inc.	0.0%	$158.88M	781.00K	+34.9%	▲ Add	2
388	EXPD Expeditors International of…	0.0%	$158.14M	1.10M	+6.3%	▲ Add	2
389	COR Cencora, Inc.	0.0%	$157.97M	502.85K	+5.3%	▲ Add	2
390	PSC Principal U.S. Small-Cap…	0.0%	$156.74M	2.73M	+19.6%	▲ Add	2
391	CTVA Corteva, Inc.	0.0%	$156.46M	1.87M	+8.4%	▲ Add	2
392	TBLL Invesco Short Term Treasury…	0.0%	$155.62M	1.47M	+732.0%	▲ Add	2
393	XMMO Invesco S&P MidCap Momentum…	0.0%	$154.00M	1.06M	+184.3%	▲ Add	2
394	GTO Invesco Total Return Bond…	0.0%	$153.90M	3.29M	+9.9%	▲ Add	2
395	FVD First Trust Value Line…	0.0%	$153.90M	3.27M	+15.6%	▲ Add	2
396	USXF iShares ESG Advanced MSCI…	0.0%	$153.82M	2.79M	+4.5%	▲ Add	2
397	VGLT Vanguard Long-Term Treasury…	0.0%	$153.23M	2.77M	+20.4%	▲ Add	2
398	UPS United Parcel Service, Inc.	0.0%	$153.11M	1.56M	+42.1%	▲ Add	2
399	ITA iShares U.S. Aerospace &…	0.0%	$152.67M	697.90K	-85.2%	▼ Trim	2
400	DELL Dell Technologies Inc.	0.0%	$152.04M	926.36K	+2.0%	▲ Add	2
401	RGLO RUSSELL INVTS EXCHANGE TRADE	0.0%	$151.57M	5.23M	+11.7%	▲ Add	2
402	SPMO Invesco S&P 500 Momentum ETF	0.0%	$151.49M	1.35M	+2.2%	▲ Add	2
403	ESGE iShares ESG Aware MSCI EM…	0.0%	$151.36M	3.33M	-6.2%	▼ Trim	2
404	HWM Howmet Aerospace Inc.	0.0%	$150.50M	653.04K	+21.2%	▲ Add	2
405	SPHQ Invesco S&P 500 Quality ETF	0.0%	$150.26M	2.00M	+3.3%	▲ Add	2
406	DIVO Amplify CWP Enhanced…	0.0%	$149.79M	3.34M	+15.4%	▲ Add	2
407	HLT Hilton Worldwide Holdings…	0.0%	$148.26M	487.56K	+10.7%	▲ Add	2
408	CARR Carrier Global Corporation	0.0%	$147.76M	2.62M	+8.7%	▲ Add	2
409	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$147.36M	2.15M	+26.5%	▲ Add	2
410	OMC Omnicom Group Inc.	0.0%	$146.39M	1.94M	+5.6%	▲ Add	2
411	TCHP T. Rowe Price Blue Chip…	0.0%	$146.27M	3.31M	+259.4%	▲ Add	2
412	NVO Novo Nordisk A/S	0.0%	$145.51M	3.96M	+42.8%	▲ Add	2
413	EQIX Equinix, Inc.	0.0%	$144.97M	147.90K	-12.7%	▼ Trim	2
414	NOC Northrop Grumman Corporation	0.0%	$144.68M	212.06K	-0.1%	▼ Trim	2
415	CTAS Cintas Corporation	0.0%	$144.27M	852.98K	+29.6%	▲ Add	2
416	VICI VICI Properties Inc.	0.0%	$144.08M	5.27M	-11.9%	▼ Trim	2
417	SNPS Synopsys, Inc.	0.0%	$144.00M	363.19K	+8.6%	▲ Add	2
418	FTEC Fidelity MSCI Information…	0.0%	$143.00M	687.32K	-4.0%	▼ Trim	2
419	SDVY First Trust SMID Cap Rising…	0.0%	$142.79M	3.62M	+10.3%	▲ Add	2
420	EBAY eBay Inc.	0.0%	$142.69M	1.57M	+12.5%	▲ Add	2
421	DIHP Dimensional International…	0.0%	$141.83M	4.40M	+7.4%	▲ Add	2
422	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$141.79M	1.48M	+2.8%	▲ Add	2
423	IGEB ISHARES TR	0.0%	$141.66M	3.14M	-2.4%	▼ Trim	2
424	EEM iShares MSCI Emerging…	0.0%	$140.58M	2.48M	+23.8%	▲ Add	2
425	AMP Ameriprise Financial, Inc.	0.0%	$140.43M	315.99K	-38.5%	▼ Trim	2
426	SE Sea Limited	0.0%	$139.70M	1.69M	+43.5%	▲ Add	2
427	NGG National Grid plc	0.0%	$138.78M	1.64M	-9.8%	▼ Trim	2
428	LCAP Principal Capital…	0.0%	$138.72M	4.78M	+63.3%	▲ Add	2
429	CLOA BLACKROCK ETF TRUST II	0.0%	$138.44M	2.67M	+57.3%	▲ Add	2
430	CVS CVS Health Corp.	0.0%	$137.96M	1.92M	+2.9%	▲ Add	2
431	XTEN BONDBLOXX ETF TRUST	0.0%	$137.75M	3.00M	+8.2%	▲ Add	2
432	MPWR Monolithic Power Systems…	0.0%	$137.60M	125.86K	+1.0%	▲ Add	2
433	FDX FedEx Corporation	0.0%	$137.42M	385.81K	+11.2%	▲ Add	2
434	IWS iShares Russell Mid-Cap…	0.0%	$137.19M	941.35K	-6.5%	▼ Trim	2
435	AON Aon plc	0.0%	$136.60M	423.21K	+22.9%	▲ Add	2
436	ABNB Airbnb, Inc.	0.0%	$136.59M	1.08M	+14.7%	▲ Add	2
437	RSG Republic Services, Inc.	0.0%	$136.47M	623.10K	+3.5%	▲ Add	2
438	VRSN VeriSign, Inc.	0.0%	$136.38M	549.12K	+6.5%	▲ Add	2
439	MET MetLife, Inc.	0.0%	$135.73M	1.92M	+5.6%	▲ Add	2
440	JIVE JPMorgan International…	0.0%	$135.12M	1.58M	+7.1%	▲ Add	2
441	RING ISHARES INC	0.0%	$134.84M	1.71M	-7.0%	▼ Trim	2
442	DUHP Dimensional - US High…	0.0%	$134.45M	3.66M	+19.1%	▲ Add	2
443	FDVV Fidelity High Dividend ETF	0.0%	$134.42M	2.43M	+17.5%	▲ Add	2
444	FBCG Fidelity Blue Chip Growth…	0.0%	$133.92M	2.67M	+90.7%	▲ Add	2
445	ADSK Autodesk, Inc.	0.0%	$131.53M	549.44K	-1.3%	▼ Trim	2
446	GWW W.W. Grainger, Inc.	0.0%	$131.16M	120.24K	+18.1%	▲ Add	2
447	XSMO Invesco S&P SmallCap…	0.0%	$130.48M	1.72M	+5.2%	▲ Add	2
448	AVES AMERICAN CENTY ETF TR	0.0%	$129.77M	2.16M	+805.8%	▲ Add	2
449	XLSR SSGA ACTIVE TR	0.0%	$129.38M	2.24M	+16.5%	▲ Add	2
450	MLN VANECK ETF TRUST	0.0%	$129.24M	7.41M	+27.2%	▲ Add	2
451	ELV Elevance Health Inc.	0.0%	$128.66M	439.50K	+3.3%	▲ Add	2
452	SRE Sempra	0.0%	$127.93M	1.32M	+5.9%	▲ Add	2
453	PFF iShares Preferred and…	0.0%	$127.45M	4.20M	+6.2%	▲ Add	2
454	PIEQ Principal Exchange-Traded…	0.0%	$126.78M	3.73M	+10.2%	▲ Add	2
455	FNDF Schwab Fundamental…	0.0%	$126.42M	2.58M	+17.4%	▲ Add	2
456	CI Cigna Corporation	0.0%	$126.07M	472.62K	+31.1%	▲ Add	2
457	XTWY BONDBLOXX ETF TRUST	0.0%	$125.78M	3.35M	+2.0%	▲ Add	2
458	SCHQ SCHWAB STRATEGIC TR	0.0%	$125.36M	3.99M	-34.1%	▼ Trim	2
459	VHT Vanguard Health Care ETF	0.0%	$125.19M	459.70K	+1.8%	▲ Add	2
460	APMU TRUST FOR PROFESSIONAL MANAG	0.0%	$124.80M	5.01M	+15.5%	▲ Add	2
461	ATO Atmos Energy Corporation	0.0%	$124.61M	674.57K	+22.2%	▲ Add	2
462	PPL PPL Corporation	0.0%	$124.17M	3.25M	+3.2%	▲ Add	2
463	JCPB JPMorgan Core Plus Bond ETF	0.0%	$123.11M	2.61M	+17.2%	▲ Add	2
464	BCHP PRINCIPAL EXCHANGE TRADED FD	0.0%	$122.72M	3.75M	+11.3%	▲ Add	2
465	SNOW Snowflake Inc.	0.0%	$122.57M	812.68K	+20.8%	▲ Add	2
466	DFAS Dimensional - US Small Cap…	0.0%	$122.54M	1.72M	+11.0%	▲ Add	2
467	MTBA SIMPLIFY EXCHANGE TRADED FUN	0.0%	$122.37M	2.47M	+8.9%	▲ Add	2
468	O Realty Income Corporation	0.0%	$122.37M	2.00M	-7.1%	▼ Trim	2
469	TFI State Street SPDR Nuveen…	0.0%	$121.68M	2.68M	+12.2%	▲ Add	2
470	SONY Sony Group Corporation	0.0%	$121.65M	5.88M	+9.3%	▲ Add	2
471	URI United Rentals, Inc.	0.0%	$121.46M	166.71K	+5.4%	▲ Add	2
472	EQWL Invesco S&P 100 Equal…	0.0%	$121.43M	1.05M	+1142.3%	▲ Add	2
473	SAP SAP SE	0.0%	$120.03M	701.06K	-4.0%	▼ Trim	2
474	JPIE JPMorgan Income ETF	0.0%	$119.91M	2.60M	+2.4%	▲ Add	2
475	GVI iShares Intermediate…	0.0%	$119.76M	1.12M	+2.5%	▲ Add	2
476	STX Seagate Technology Holdings…	0.0%	$119.54M	305.14K	+11.3%	▲ Add	2
477	IWY iShares Russell Top 200…	0.0%	$118.55M	476.41K	+17.9%	▲ Add	2
478	SPHY State Street SPDR Portfolio…	0.0%	$118.43M	5.08M	+18.1%	▲ Add	2
479	FVAL FIDELITY COVINGTON TRUST	0.0%	$118.00M	1.70M	+9.7%	▲ Add	2
480	ITW Illinois Tool Works Inc.	0.0%	$117.69M	452.16K	-0.6%	▼ Trim	2
481	IGLB iShares 10+ Year Investment…	0.0%	$116.73M	2.35M	-18.7%	▼ Trim	2
482	STIP iShares 0-5 Year TIPS Bond…	0.0%	$116.39M	1.13M	+31.1%	▲ Add	2
483	MINT PIMCO Enhanced Short…	0.0%	$116.16M	1.16M	+170.2%	▲ Add	2
484	DFSD Dimensional - Short…	0.0%	$115.82M	2.42M	+6.8%	▲ Add	2
485	SCHR Schwab Intermediate-Term…	0.0%	$115.78M	4.65M	+36.0%	▲ Add	2
486	TAXF AMERICAN CENTY ETF TR	0.0%	$115.14M	2.30M	+4.8%	▲ Add	2
487	DPZ Domino's Pizza, Inc.	0.0%	$114.94M	320.34K	+3.7%	▲ Add	2
488	DIA State Street SPDR Dow Jones…	0.0%	$114.52M	247.24K	+2.7%	▲ Add	2
489	TPR Tapestry, Inc.	0.0%	$113.58M	804.90K	+71.6%	▲ Add	2
490	FDMO FIDELITY COVINGTON TRUST	0.0%	$113.33M	1.41M	+7.4%	▲ Add	2
491	CBRE CBRE Group, Inc.	0.0%	$113.25M	836.04K	+3.1%	▲ Add	2
492	ADBE Adobe Inc.	0.0%	$112.61M	463.28K	+0.3%	▲ Add	2
493	FCX Freeport-McMoRan Inc.	0.0%	$112.55M	1.91M	+16.8%	▲ Add	2
494	LEN Lennar Corporation	0.0%	$112.52M	1.30M	+44.9%	▲ Add	2
495	PZA Invesco National AMT-Free…	0.0%	$111.33M	4.84M	+88.9%	▲ Add	2
496	OEF iShares S&P 100 ETF	0.0%	$110.93M	348.75K	-96.7%	▼ Trim	2
497	BMY Bristol-Myers Squibb Company	0.0%	$110.71M	1.83M	+19.0%	▲ Add	2
498	PWR Quanta Services, Inc.	0.0%	$110.47M	201.21K	+17.9%	▲ Add	2
499	TT Trane Technologies plc	0.0%	$110.45M	265.04K	-7.0%	▼ Trim	2
500	ZTS Zoetis Inc.	0.0%	$109.26M	924.33K	-26.1%	▼ Trim	2

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
IDEF iShares Defense…	44.55M	n/a	Mới	$1.46B	0.4%
LMUB iShares Long-Term…	12.01M	n/a	Mới	$599.85M	0.2%
GBND	1.72M	n/a	Mới	$87.17M	0.0%
AMCR Amcor plc	1.85M	n/a	Mới	$73.65M	0.0%
DRSK	2.06M	n/a	Mới	$56.16M	0.0%
CORO iShares International…	1.71M	n/a	Mới	$55.12M	0.0%
IDUB	1.67M	n/a	Mới	$41.27M	0.0%
OSCV	975.40K	n/a	Mới	$38.47M	0.0%
GSID Goldman Sachs…	517.38K	n/a	Mới	$36.16M	0.0%
HYXU	685.30K	n/a	Mới	$35.95M	0.0%
GIGL	676.94K	n/a	Mới	$34.02M	0.0%
ADME	579.96K	n/a	Mới	$28.67M	0.0%
DSCO	1.06M	n/a	Mới	$26.39M	0.0%
DCMB	433.14K	n/a	Mới	$22.51M	0.0%
SUNB Sunbelt Rentals…	343.93K	n/a	Mới	$22.39M	0.0%
DUBS	475.80K	n/a	Mới	$17.16M	0.0%
JUCY	766.19K	n/a	Mới	$16.97M	0.0%
MDLV	552.18K	n/a	Mới	$16.66M	0.0%
PNFP Pinnacle Financial…	180.13K	n/a	Mới	$15.52M	0.0%
NSI	439.75K	n/a	Mới	$15.42M	0.0%
UPSD	590.53K	n/a	Mới	$15.06M	0.0%
SECU	293.45K	n/a	Mới	$14.62M	0.0%
SJB	911.83K	n/a	Mới	$14.13M	0.0%
GMUB	264.60K	n/a	Mới	$13.48M	0.0%
HSUN	344.03K	n/a	Mới	$11.94M	0.0%
XFIV	231.69K	n/a	Mới	$11.39M	0.0%
LST	277.43K	n/a	Mới	$11.22M	0.0%
REVS	317.52K	n/a	Mới	$9.09M	0.0%
JANU	314.37K	n/a	Mới	$8.59M	0.0%
IBTM	352.82K	n/a	Mới	$8.09M	0.0%
MBBA	160.90K	n/a	Mới	$8.01M	0.0%
SMIZ	205.22K	n/a	Mới	$7.61M	0.0%
GMOI	208.73K	n/a	Mới	$7.56M	0.0%
DEFR	268.63K	n/a	Mới	$7.15M	0.0%
DDFF	359.75K	n/a	Mới	$6.81M	0.0%
CSPF	261.20K	n/a	Mới	$6.70M	0.0%
DFNL	141.85K	n/a	Mới	$6.36M	0.0%
DDFD	325.62K	n/a	Mới	$6.16M	0.0%
GSC	105.53K	n/a	Mới	$5.77M	0.0%
IFLR	111.67K	n/a	Mới	$5.63M	0.0%
SCMC	211.52K	n/a	Mới	$5.29M	0.0%
GRC The Gorman-Rupp Company	79.45K	n/a	Mới	$4.94M	0.0%
DYNB	125.54K	n/a	Mới	$4.92M	0.0%
CPNQ	177.77K	n/a	Mới	$4.72M	0.0%
IBMO	182.17K	n/a	Mới	$4.67M	0.0%
IBMQ	181.49K	n/a	Mới	$4.63M	0.0%
IBMR	176.99K	n/a	Mới	$4.49M	0.0%
IBMS	167.10K	n/a	Mới	$4.32M	0.0%
FLSW	104.89K	n/a	Mới	$4.25M	0.0%
ACII	161.36K	n/a	Mới	$4.05M	0.0%
SCEP	170.46K	n/a	Mới	$4.02M	0.0%
SPXX	246.27K	n/a	Mới	$3.96M	0.0%
HERZ	251.03K	n/a	Mới	$3.89M	0.0%
PAYR	69.52K	n/a	Mới	$3.73M	0.0%
AVMC	48.35K	n/a	Mới	$3.49M	0.0%
PDBA	95.70K	n/a	Mới	$3.49M	0.0%
PATN	111.51K	n/a	Mới	$3.17M	0.0%
CSTM Constellium SE	125.72K	n/a	Mới	$3.09M	0.0%
GDLC	98.95K	n/a	Mới	$3.09M	0.0%
IRDM Iridium Communications…	106.30K	n/a	Mới	$2.95M	0.0%
MSGE Madison Square Garden…	49.48K	n/a	Mới	$2.91M	0.0%
FVR	177.50K	n/a	Mới	$2.75M	0.0%
SCNM	109.56K	n/a	Mới	$2.72M	0.0%
SCIO	125.72K	n/a	Mới	$2.59M	0.0%
PLPC Preformed Line Products…	9.42K	n/a	Mới	$2.55M	0.0%
IBTP	99.39K	n/a	Mới	$2.55M	0.0%
CRCL Circle Internet Group	26.27K	n/a	Mới	$2.51M	0.0%
SMOM	97.75K	n/a	Mới	$2.44M	0.0%
TAXX	48.17K	n/a	Mới	$2.44M	0.0%
VIST Vista Energy, S.A.B. de…	31.03K	n/a	Mới	$2.34M	0.0%
IBTQ	92.08K	n/a	Mới	$2.33M	0.0%
SOLZ	271.76K	n/a	Mới	$2.27M	0.0%
FOXY	77.21K	n/a	Mới	$2.26M	0.0%
ONDS Ondas Holdings Inc.	242.10K	n/a	Mới	$2.19M	0.0%
IMAR	70.20K	n/a	Mới	$2.04M	0.0%
RVI	75.96K	n/a	Mới	$2.02M	0.0%
GCT GigaCloud Technology…	44.39K	n/a	Mới	$2.01M	0.0%
AMR Alpha Metallurgical…	9.66K	n/a	Mới	$1.98M	0.0%
IMOS	54.74K	n/a	Mới	$1.96M	0.0%
EDD	380.24K	n/a	Mới	$1.93M	0.0%
IFS Intercorp Financial…	38.21K	n/a	Mới	$1.92M	0.0%
ASHR Xtrackers Harvest CSI…	58.45K	n/a	Mới	$1.91M	0.0%
XMAG	85.54K	n/a	Mới	$1.90M	0.0%
TAFL	72.04K	n/a	Mới	$1.79M	0.0%
TUG	48.18K	n/a	Mới	$1.79M	0.0%
UTEN	40.92K	n/a	Mới	$1.78M	0.0%
SCSB	65.31K	n/a	Mới	$1.64M	0.0%
ETH	80.27K	n/a	Mới	$1.59M	0.0%
MPT Medical Properties…	342.02K	n/a	Mới	$1.58M	0.0%
TDS Telephone and Data…	37.24K	n/a	Mới	$1.57M	0.0%
MVFD	52.16K	n/a	Mới	$1.53M	0.0%
VLRS	210.26K	n/a	Mới	$1.52M	0.0%
BMOP BNY Mellon Municipal…	61.39K	n/a	Mới	$1.51M	0.0%
PPTA Perpetua Resources Corp.	53.28K	n/a	Mới	$1.50M	0.0%
EDU New Oriental Education…	26.35K	n/a	Mới	$1.49M	0.0%
DABS	29.20K	n/a	Mới	$1.48M	0.0%
BBP	17.50K	n/a	Mới	$1.45M	0.0%
EMD	147.57K	n/a	Mới	$1.45M	0.0%
VET Vermilion Energy Inc.	103.43K	n/a	Mới	$1.43M	0.0%
IAUX	899.88K	n/a	Mới	$1.37M	0.0%
TSQ	234.11K	n/a	Mới	$1.27M	0.0%
VSNT Versant Media Group…	33.64K	n/a	Mới	$1.25M	0.0%
RSDE	56.73K	n/a	Mới	$1.24M	0.0%
DYN Dyne Therapeutics, Inc.	68.39K	n/a	Mới	$1.24M	0.0%
XXV	52.88K	n/a	Mới	$1.20M	0.0%
NOA	86.32K	n/a	Mới	$1.16M	0.0%
ONOF	31.99K	n/a	Mới	$1.16M	0.0%
HEFT	42.65K	n/a	Mới	$1.14M	0.0%
PAGS PagSeguro Digital Ltd.	112.95K	n/a	Mới	$1.13M	0.0%
IFEB	36.99K	n/a	Mới	$1.10M	0.0%
JHCP	43.55K	n/a	Mới	$1.09M	0.0%
NFEB	39.20K	n/a	Mới	$1.07M	0.0%
TBBB BBB Foods Inc.	29.66K	n/a	Mới	$1.05M	0.0%
ICPI	19.91K	n/a	Mới	$1.01M	0.0%
MANU	59.65K	n/a	Mới	$1.00M	0.0%
EDF	198.91K	n/a	Mới	$950,803	0.0%
DRH DiamondRock Hospitality…	98.63K	n/a	Mới	$924,186	0.0%
BLCV	24.90K	n/a	Mới	$899,122	0.0%
SMTH ALPS Funds Smith Core…	34.60K	n/a	Mới	$891,011	0.0%
CSRE	33.46K	n/a	Mới	$879,225	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
IVV iShares Core S&P 500 ETF	32.96M	26.34M	+25.1%	$21.53B	5.8%
VOO Vanguard S&P 500 ETF	10.68M	6.50M	+64.4%	$6.38B	1.7%
IUSB iShares Core Universal…	133.08M	119.09M	+11.8%	$6.15B	1.6%
IEMG iShares Core MSCI…	86.78M	78.38M	+10.7%	$6.05B	1.6%
IVW iShares S&P 500 Growth…	49.32M	43.65M	+13.0%	$5.58B	1.5%
VEA Vanguard FTSE Developed…	86.07M	76.40M	+12.7%	$5.52B	1.5%
MSFT Microsoft Corporation	11.65M	10.43M	+11.7%	$4.31B	1.2%
IEFA iShares Core MSCI EAFE…	50.86M	34.88M	+45.8%	$4.60B	1.2%
EFV iShares MSCI EAFE Value…	59.66M	52.88M	+12.8%	$4.44B	1.2%
VTV Vanguard Morningstar…	22.59M	20.28M	+11.4%	$4.43B	1.2%
AGG iShares Core U.S.…	44.58M	35.98M	+23.9%	$4.42B	1.2%
NVDA NVIDIA Corporation	23.04M	20.74M	+11.1%	$4.02B	1.1%
VUG Vanguard Morningstar…	8.70M	7.66M	+13.6%	$3.80B	1.0%
GOVT iShares U.S. Treasury…	153.89M	72.31M	+112.8%	$3.53B	0.9%
QUAL iShares MSCI USA…	17.77M	16.74M	+6.2%	$3.41B	0.9%
AAPL Apple Inc.	13.32M	11.68M	+14.1%	$3.38B	0.9%
BNDX Vanguard Total…	59.23M	47.19M	+25.5%	$2.85B	0.8%
AMZN Amazon.com, Inc.	13.10M	12.10M	+8.3%	$2.73B	0.7%
MBB iShares MBS ETF	28.90M	26.06M	+10.9%	$2.74B	0.7%
EFG iShares MSCI EAFE…	22.40M	2.66M	+742.5%	$2.49B	0.7%
IWF iShares Russell 1000…	5.35M	5.27M	+1.6%	$2.28B	0.6%
BSV Vanguard Short-Term…	31.52M	24.51M	+28.6%	$2.47B	0.7%
IJH iShares Core S&P…	36.04M	34.20M	+5.4%	$2.43B	0.7%
AVGO Broadcom Inc.	7.40M	6.43M	+15.1%	$2.29B	0.6%
IJR iShares Core S&P…	17.89M	16.34M	+9.5%	$2.22B	0.6%
BAI iShares A.I. Innovation…	66.54M	57.88M	+15.0%	$2.19B	0.6%
JPM JPMorgan Chase & Co.	7.19M	6.78M	+6.1%	$2.12B	0.6%
VWO Vanguard FTSE Emerging…	39.56M	35.43M	+11.7%	$2.14B	0.6%
GOOGL Alphabet Inc.	7.32M	6.69M	+9.3%	$2.10B	0.6%
SCHG Schwab U.S. Large-Cap…	64.46M	64.33M	+0.2%	$1.88B	0.5%
MTUM iShares MSCI USA…	8.47M	7.88M	+7.5%	$2.03B	0.5%
THRO iShares U.S. Thematic…	55.05M	49.83M	+10.5%	$1.99B	0.5%
VTI Vanguard Morningstar…	6.03M	5.75M	+4.9%	$1.93B	0.5%
META Meta Platforms, Inc.	3.17M	2.83M	+12.0%	$1.82B	0.5%
QQQM Invesco NASDAQ 100 ETF	7.39M	7.38M	+0.1%	$1.76B	0.5%
GOOG Alphabet Inc.	6.28M	5.84M	+7.5%	$1.80B	0.5%
BIV Vanguard…	23.55M	16.84M	+39.9%	$1.82B	0.5%
QQQ Invesco QQQ Trust…	3.01M	2.95M	+2.1%	$1.74B	0.5%
MUB iShares National Muni…	16.70M	14.18M	+17.8%	$1.77B	0.5%
BND Vanguard Total Bond…	23.88M	21.47M	+11.2%	$1.76B	0.5%
VO Vanguard Morningstar…	5.89M	2.61M	+125.5%	$1.69B	0.5%
SPY State Street SPDR S&P…	2.58M	2.47M	+4.5%	$1.68B	0.5%
XLK State Street Technology…	11.77M	11.67M	+0.9%	$1.56B	0.4%
SPYM State Street SPDR…	20.26M	17.89M	+13.2%	$1.55B	0.4%
BLCR iShares Large Cap Core…	37.73M	70.66K	+53297.3%	$1.55B	0.4%
IEF iShares 7-10 Year…	14.75M	12.71M	+16.0%	$1.41B	0.4%
BDYN iShares Dynamic Equity…	54.52M	50.53M	+7.9%	$1.33B	0.4%
IAGG iShares Core…	26.44M	22.11M	+19.6%	$1.32B	0.4%
V Visa Inc.	4.15M	3.77M	+10.2%	$1.26B	0.3%
AVEM Avantis Emerging…	16.13M	15.61M	+3.3%	$1.30B	0.3%
TSM Taiwan Semiconductor…	3.82M	3.54M	+7.9%	$1.29B	0.3%
VMBS Vanguard…	27.33M	22.41M	+22.0%	$1.28B	0.3%
JNJ Johnson & Johnson	4.94M	4.56M	+8.4%	$1.21B	0.3%
LLY Eli Lilly and Company	1.18M	1.11M	+6.2%	$1.08B	0.3%
ABBV AbbVie Inc.	4.85M	4.83M	+0.5%	$1.06B	0.3%
CVX Chevron Corporation	5.21M	4.62M	+12.8%	$1.08B	0.3%
MA Mastercard Incorporated	1.93M	1.79M	+8.1%	$966.04M	0.3%
IXUS iShares Core MSCI Total…	11.76M	11.74M	+0.2%	$1.02B	0.3%
APUE ActivePassive U.S.…	25.38M	22.57M	+12.4%	$1.02B	0.3%
DFAI Dimensional -…	25.96M	10.03M	+158.8%	$1.01B	0.3%
PM Philip Morris…	5.93M	5.69M	+4.3%	$980.58M	0.3%
BLV Vanguard Long-Term Bond…	13.65M	10.93M	+24.8%	$938.56M	0.3%
VXUS Vanguard Total…	12.15M	11.88M	+2.3%	$937.01M	0.3%
VB Vanguard Morningstar…	3.54M	3.24M	+8.9%	$925.89M	0.2%
VCIT Vanguard…	11.17M	10.89M	+2.6%	$924.00M	0.2%
XONA.DE Exxon Mobil Corporation	5.34M	5.14M	+4.0%	$906.43M	0.2%
CGDV Capital Group Dividend…	20.80M	18.83M	+10.5%	$884.94M	0.2%
VXF Vanguard Extended…	4.25M	3.04M	+39.8%	$873.69M	0.2%
HD The Home Depot, Inc.	2.59M	2.27M	+13.9%	$850.33M	0.2%
VEU Vanguard FTSE All-World…	10.82M	10.20M	+6.0%	$812.25M	0.2%
BDVL iShares Disciplined…	32.55M	32.46M	+0.3%	$802.24M	0.2%
XLV State Street Health…	5.18M	5.14M	+0.7%	$758.86M	0.2%
CSCO Cisco Systems, Inc.	10.06M	9.11M	+10.3%	$780.36M	0.2%
WT WisdomTree, Inc.	12.32M	11.34M	+8.6%	$774.42M	0.2%
XLC State Street…	6.56M	6.45M	+1.7%	$726.96M	0.2%
DGRO iShares Core Dividend…	10.63M	10.29M	+3.3%	$745.81M	0.2%
TJX The TJX Companies, Inc.	4.65M	3.77M	+23.2%	$742.28M	0.2%
IUSV iShares Core S&P U.S.…	7.17M	5.94M	+20.7%	$732.62M	0.2%
IEUR iShares Core MSCI…	10.12M	7.47M	+35.5%	$711.40M	0.2%
BIL State Street SPDR…	7.30M	3.06M	+138.3%	$668.62M	0.2%
LQD iShares iBoxx $…	6.12M	5.39M	+13.6%	$667.33M	0.2%
WMT Walmart Inc.	5.37M	5.34M	+0.6%	$667.11M	0.2%
RTX RTX Corporation	3.38M	2.78M	+21.5%	$652.31M	0.2%
VZ Verizon Communications…	12.90M	11.34M	+13.7%	$647.35M	0.2%
EFA iShares MSCI EAFE ETF	6.57M	5.97M	+10.0%	$638.31M	0.2%
JEPI JPMorgan Equity Premium…	11.17M	9.89M	+12.9%	$632.88M	0.2%
RSP Invesco S&P 500 Equal…	3.21M	1.77M	+81.0%	$616.68M	0.2%
CGGR Capital Group Growth ETF	15.34M	13.28M	+15.4%	$616.37M	0.2%
COST Costco Wholesale…	617.06K	564.87K	+9.2%	$614.86M	0.2%
ITOT iShares Core S&P Total…	4.23M	3.62M	+16.9%	$602.99M	0.2%
AMGN Amgen Inc.	1.70M	1.20M	+41.7%	$597.20M	0.2%
BRK-B Berkshire Hathaway Inc.	1.24M	921.03K	+34.9%	$595.32M	0.2%
MDT Medtronic plc	6.81M	5.17M	+31.7%	$590.33M	0.2%
VCSH Vanguard Short-Term…	7.40M	6.92M	+6.9%	$586.25M	0.2%
CME CME Group Inc.	1.98M	1.38M	+43.9%	$585.24M	0.2%
VT Vanguard Total World…	4.12M	1.66M	+148.6%	$569.25M	0.2%
BLK BlackRock, Inc.	545.16K	527.20K	+3.4%	$524.29M	0.1%
SCHV Schwab U.S. Large-Cap…	18.29M	16.61M	+10.1%	$557.73M	0.1%
VONG Vanguard Russell 1000…	5.07M	3.42M	+48.1%	$555.79M	0.1%
ASML ASML Holding N.V.	413.70K	355.76K	+16.3%	$546.43M	0.1%
ORCL Oracle Corporation	2.89M	2.80M	+3.1%	$424.46M	0.1%
SCHW The Charles Schwab…	5.62M	5.44M	+3.4%	$528.45M	0.1%
WFC Wells Fargo & Company	6.31M	5.80M	+8.9%	$502.66M	0.1%
VIG Vanguard Dividend…	2.50M	2.30M	+8.7%	$536.98M	0.1%
CGUS Capital Group Core…	13.95M	11.53M	+21.0%	$535.84M	0.1%
ETN Eaton Corporation plc	1.49M	1.21M	+23.3%	$531.70M	0.1%
SCHD Schwab U.S. Dividend…	17.31M	16.21M	+6.8%	$531.13M	0.1%
NFLX Netflix, Inc.	5.42M	4.51M	+20.2%	$520.66M	0.1%
DFAC Dimensional - US Core…	13.26M	12.09M	+9.7%	$515.27M	0.1%
NEE NextEra Energy, Inc.	5.54M	5.08M	+9.2%	$514.09M	0.1%
TSLA Tesla, Inc.	1.36M	1.14M	+19.0%	$503.81M	0.1%
VYM Vanguard High Dividend…	3.45M	3.45M	0.0%	$511.20M	0.1%
MS Morgan Stanley	3.10M	2.81M	+10.4%	$510.23M	0.1%
PG The Procter & Gamble…	3.53M	2.90M	+21.4%	$509.40M	0.1%
ADI Analog Devices, Inc.	1.59M	1.35M	+18.1%	$506.86M	0.1%
GLD SPDR Gold Shares	1.16M	1.15M	+1.1%	$500.81M	0.1%
PLD Prologis, Inc.	3.73M	3.70M	+0.6%	$492.45M	0.1%
XLI State Street Industrial…	3.02M	2.82M	+6.9%	$488.34M	0.1%
T AT&T Inc.	16.50M	13.92M	+18.5%	$478.25M	0.1%
FAST Fastenal Company	10.30M	9.31M	+10.6%	$477.78M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
DYNF iShares U.S. Equity…	108.96M	110.61M	-1.5%	$6.34B	1.7%
IVE iShares S&P 500 Value…	27.73M	28.39M	-2.3%	$5.86B	1.6%
OEF iShares S&P 100 ETF	348.75K	10.60M	-96.7%	$110.93M	0.0%
TLH iShares 10-20 Year…	22.94M	23.58M	-2.7%	$2.31B	0.6%
IWB iShares Russell 1000 ETF	4.34M	4.57M	-4.9%	$1.55B	0.4%
IWD iShares Russell 1000…	6.89M	7.75M	-11.1%	$1.47B	0.4%
IAU iShares Gold Trust	8.99M	19.30M	-53.5%	$792.23M	0.2%
BINC iShares Flexible Income…	27.04M	27.50M	-1.7%	$1.40B	0.4%
XLF State Street Financial…	24.06M	25.40M	-5.3%	$1.19B	0.3%
MGC Vanguard Morningstar…	3.40M	4.96M	-31.5%	$802.92M	0.2%
SPYG State Street SPDR…	8.59M	11.18M	-23.2%	$840.62M	0.2%
ITA iShares U.S. Aerospace…	697.90K	4.72M	-85.2%	$152.67M	0.0%
AVLV Avantis U.S. Large Cap…	10.14M	10.88M	-6.8%	$817.33M	0.2%
IWP iShares Russell Mid-Cap…	5.77M	6.01M	-3.9%	$739.58M	0.2%
IQLT iShares MSCI Intl…	14.22M	16.48M	-13.7%	$657.39M	0.2%
APH Amphenol Corporation	5.23M	5.45M	-3.9%	$661.02M	0.2%
PH Parker-Hannifin…	756.94K	788.89K	-4.0%	$677.64M	0.2%
ABT Abbott Laboratories	5.19M	5.46M	-5.1%	$532.36M	0.1%
LRCX Lam Research Corporation	2.86M	3.30M	-13.3%	$611.01M	0.2%
INTU Intuit Inc.	820.56K	834.20K	-1.6%	$354.79M	0.1%
EWJ iShares MSCI Japan ETF	5.86M	6.28M	-6.6%	$495.01M	0.1%
IWM iShares Russell 2000 ETF	1.78M	2.03M	-12.1%	$442.22M	0.1%
EMB iShares J.P. Morgan USD…	859.77K	5.12M	-83.2%	$80.74M	0.0%
IEI iShares 3-7 Year…	3.84M	3.87M	-1.0%	$454.92M	0.1%
IWR iShares Russell Mid-Cap…	4.47M	4.60M	-2.8%	$434.75M	0.1%
XLP State Street Consumer…	5.39M	5.42M	-0.5%	$441.85M	0.1%
ACN Accenture plc	1.40M	1.60M	-12.2%	$277.87M	0.1%
SPGI S&P Global Inc.	791.93K	811.07K	-2.4%	$336.84M	0.1%
NOW ServiceNow, Inc.	2.47M	2.72M	-9.3%	$258.13M	0.1%
IWN iShares Russell 2000…	2.14M	2.18M	-1.8%	$406.63M	0.1%
USIG iShares Broad USD…	6.95M	7.84M	-11.4%	$355.88M	0.1%
HYG iShares iBoxx $ High…	4.96M	5.03M	-1.4%	$394.41M	0.1%
IYW iShares U.S. Technology…	1.32M	2.02M	-34.7%	$239.60M	0.1%
KLAC KLA Corporation	268.60K	278.14K	-3.4%	$395.48M	0.1%
AEP American Electric Power…	2.99M	3.22M	-7.2%	$391.81M	0.1%
IBM International Business…	1.06M	1.25M	-15.0%	$256.97M	0.1%
IWO iShares Russell 2000…	1.10M	1.12M	-2.2%	$344.25M	0.1%
GEV GE Vernova Inc.	412.62K	552.91K	-25.4%	$360.17M	0.1%
ADP Automatic Data…	1.21M	1.38M	-12.3%	$245.00M	0.1%
LCTU	4.42M	4.75M	-6.9%	$310.34M	0.1%
JAAA Janus Henderson AAA CLO…	6.34M	6.87M	-7.6%	$319.53M	0.1%
LMT Lockheed Martin…	564.40K	635.55K	-11.2%	$341.12M	0.1%
TEL TE Connectivity plc	1.46M	1.50M	-2.9%	$304.41M	0.1%
AMAT Applied Materials, Inc.	997.69K	1.02M	-2.2%	$341.00M	0.1%
CMI Cummins Inc.	573.52K	629.67K	-8.9%	$308.57M	0.1%
CRM Salesforce, Inc.	1.19M	1.21M	-1.8%	$221.52M	0.1%
AJG Arthur J. Gallagher &…	977.35K	1.22M	-20.0%	$211.67M	0.1%
CAT Caterpillar Inc.	423.58K	432.26K	-2.0%	$300.09M	0.1%
CDNS Cadence Design Systems…	613.17K	948.16K	-35.3%	$170.38M	0.0%
SHW The Sherwin-Williams…	882.85K	888.65K	-0.7%	$283.00M	0.1%
IWX iShares Russell Top 200…	2.67M	3.08M	-13.3%	$247.78M	0.1%
BKNG Booking Holdings Inc.	50.99K	51.59K	-1.2%	$214.67M	0.1%
AMP Ameriprise Financial…	315.99K	513.77K	-38.5%	$140.43M	0.0%
BSX Boston Scientific…	1.69M	2.61M	-35.3%	$105.85M	0.0%
JCI Johnson Controls…	1.86M	1.89M	-1.2%	$244.19M	0.1%
DSI iShares ESG MSCI KLD…	1.77M	1.89M	-6.2%	$215.05M	0.1%
HIMU Blackrock ETF Trust II…	1.14M	4.94M	-76.9%	$54.62M	0.0%
TSCO Tractor Supply Company	4.32M	4.71M	-8.2%	$195.82M	0.1%
TIP iShares TIPS Bond ETF	1.96M	2.04M	-3.9%	$216.44M	0.1%
KKR KKR & Co. Inc.	1.01M	1.76M	-42.7%	$93.23M	0.0%
HSY The Hershey Company	1.01M	1.03M	-2.0%	$209.95M	0.1%
TMUS T-Mobile US, Inc.	872.60K	1.03M	-15.4%	$183.27M	0.0%
ENB Enbridge Inc.	3.82M	3.88M	-1.5%	$206.62M	0.1%
USHY iShares Broad USD High…	5.39M	5.39M	-0.1%	$198.42M	0.1%
CWB State Street SPDR…	449.36K	2.23M	-79.8%	$41.13M	0.0%
SCHQ	3.99M	6.05M	-34.1%	$125.36M	0.0%
ROST Ross Stores, Inc.	880.53K	1.03M	-14.6%	$190.75M	0.1%
PSX Phillips 66	1.03M	1.31M	-21.6%	$187.14M	0.1%
MGV Vanguard Morningstar…	1.27M	1.30M	-2.5%	$184.26M	0.0%
BDX Becton, Dickinson and…	1.02M	942.92K	-14.6% ✂	$161.05M	0.0%
SAP SAP SE	701.06K	729.88K	-4.0%	$120.03M	0.0%
VPL Vanguard FTSE Pacific…	676.82K	1.89M	-64.1%	$66.15M	0.0%
EEMA	742.38K	1.81M	-59.0%	$71.07M	0.0%
VICI VICI Properties Inc.	5.27M	5.99M	-11.9%	$144.08M	0.0%
SPTS State Street SPDR…	5.72M	5.74M	-0.3%	$166.91M	0.0%
SCHI	7.21M	7.30M	-1.2%	$163.48M	0.0%
VEEV Veeva Systems Inc.	433.99K	750.83K	-42.2%	$76.23M	0.0%
ADSK Autodesk, Inc.	549.44K	556.91K	-1.3%	$131.53M	0.0%
GLW Corning Inc	1.20M	1.39M	-13.6%	$163.63M	0.0%
SPSB State Street SPDR…	5.31M	5.39M	-1.6%	$159.56M	0.0%
FTEC Fidelity MSCI…	687.32K	715.92K	-4.0%	$143.00M	0.0%
ZTS Zoetis Inc.	924.33K	1.25M	-26.1%	$109.26M	0.0%
ESGE iShares ESG Aware MSCI…	3.33M	3.55M	-6.2%	$151.36M	0.0%
IGEB	3.14M	3.22M	-2.4%	$141.66M	0.0%
IGLB iShares 10+ Year…	2.35M	2.89M	-18.7%	$116.73M	0.0%
EQIX Equinix, Inc.	147.90K	169.44K	-12.7%	$144.97M	0.0%
NOC Northrop Grumman…	212.06K	212.22K	-0.1%	$144.68M	0.0%
ICVT iShares Convertible…	1.02M	1.47M	-30.2%	$104.11M	0.0%
IWS iShares Russell Mid-Cap…	941.35K	1.01M	-6.5%	$137.19M	0.0%
NGG National Grid plc	1.64M	1.82M	-9.8%	$138.78M	0.0%
JMBS Janus Henderson…	2.38M	3.03M	-21.6%	$107.31M	0.0%
RING	1.71M	1.84M	-7.0%	$134.84M	0.0%
IQV IQVIA Holdings Inc.	589.63K	591.79K	-0.4%	$100.56M	0.0%
GSK GSK plc	1.84M	2.64M	-30.5%	$101.43M	0.0%
SPTM State Street SPDR…	1.01M	1.55M	-34.9%	$79.94M	0.0%
LPLA LPL Financial Holdings…	336.76K	352.94K	-4.6%	$101.31M	0.0%
IYG iShares U.S. Financial…	1.25M	1.33M	-6.2%	$103.23M	0.0%
O Realty Income…	2.00M	2.15M	-7.1%	$122.37M	0.0%
RH Rh	844.04K	954.39K	-11.6%	$89.14M	0.0%
ITW Illinois Tool Works Inc.	452.16K	454.84K	-0.6%	$117.69M	0.0%
XLG Invesco S&P 500 Top 50…	1.19M	1.98M	-39.9%	$64.96M	0.0%
AVY Avery Dennison…	564.00K	620.96K	-9.2%	$97.39M	0.0%
TT Trane Technologies plc	265.04K	284.97K	-7.0%	$110.45M	0.0%
CTRA Coterra Energy Inc.	3.05M	3.91M	-22.0%	$107.16M	0.0%
QINT	1.54M	1.67M	-7.4%	$100.99M	0.0%
EVUS	3.03M	3.33M	-9.0%	$96.58M	0.0%
GLDM SPDR Gold MiniShares…	1.15M	1.24M	-7.7%	$106.32M	0.0%
VOX Vanguard Communication…	406.96K	546.36K	-25.5%	$73.19M	0.0%
NSC Norfolk Southern…	230.62K	361.02K	-36.1%	$66.19M	0.0%
CSX CSX Corporation	2.49M	2.67M	-6.6%	$102.18M	0.0%
FTCS First Trust Capital…	1.09M	1.09M	-0.6%	$100.70M	0.0%
HYLB Xtrackers USD High…	2.65M	2.69M	-1.3%	$95.96M	0.0%
DEO Diageo plc	1.01M	1.14M	-10.9%	$75.32M	0.0%
ROP Roper Technologies, Inc.	99.39K	215.70K	-53.9%	$35.17M	0.0%
CPRT Copart, Inc.	2.16M	2.44M	-11.3%	$71.85M	0.0%
GNRC Generac Holdings Inc.	488.32K	571.16K	-14.5%	$95.38M	0.0%
SYY Sysco Corporation	1.28M	1.28M	-0.1%	$91.32M	0.0%
TFLO iShares Treasury…	1.75M	1.86M	-5.9%	$88.62M	0.0%
AFL Aflac Incorporated	796.08K	838.54K	-5.1%	$87.34M	0.0%
HIG The Hartford Insurance…	638.72K	665.23K	-4.0%	$86.37M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CYBR CyberArk Software Ltd.	n/a	40.40K	Thoát	$18.02M	0.0%
CPNJ	n/a	506.59K	Thoát	$13.67M	0.0%
EXAS Exact Sciences…	n/a	134.65K	Thoát	$13.67M	0.0%
PCH PotlatchDeltic…	n/a	215.84K	Thoát	$8.59M	0.0%
SLX	n/a	85.16K	Thoát	$7.23M	0.0%
XAPR	n/a	195.88K	Thoát	$7.14M	0.0%
CBTO	n/a	256.12K	Thoát	$5.51M	0.0%
CUBA	n/a	2.17M	Thoát	$4.82M	0.0%
CCOR	n/a	162.02K	Thoát	$4.25M	0.0%
ASND Ascendis Pharma A/S	n/a	16.34K	Thoát	$3.48M	0.0%
PSFD	n/a	78.58K	Thoát	$2.94M	0.0%
CADE Cadence Bank	n/a	60.68K	Thoát	$2.60M	0.0%
BXMX	n/a	176.29K	Thoát	$2.59M	0.0%
FINX	n/a	87.54K	Thoát	$2.58M	0.0%
QLD	n/a	34.40K	Thoát	$2.42M	0.0%
STKL	n/a	590.16K	Thoát	$2.24M	0.0%
BLE	n/a	207.98K	Thoát	$2.17M	0.0%
REVG REV Group, Inc.	n/a	34.81K	Thoát	$2.12M	0.0%
OS OneStream, Inc. Class A…	n/a	110.08K	Thoát	$2.02M	0.0%
DAY Dayforce Inc	n/a	28.86K	Thoát	$2.00M	0.0%
INOV	n/a	55.68K	Thoát	$1.92M	0.0%
MYD	n/a	178.87K	Thoát	$1.88M	0.0%
XRT State Street SPDR S&P…	n/a	21.68K	Thoát	$1.85M	0.0%
PAR PAR Technology…	n/a	49.41K	Thoát	$1.79M	0.0%
BKCI	n/a	27.47K	Thoát	$1.42M	0.0%
DIAX	n/a	91.61K	Thoát	$1.40M	0.0%
FG F&G Annuities & Life…	n/a	43.95K	Thoát	$1.36M	0.0%
BFK	n/a	133.00K	Thoát	$1.33M	0.0%
PCEM	n/a	117.77K	Thoát	$1.33M	0.0%
GIB CGI Inc.	n/a	13.10K	Thoát	$1.21M	0.0%
MVF	n/a	169.03K	Thoát	$1.17M	0.0%
MAYU	n/a	31.41K	Thoát	$989,598	0.0%
ONLN	n/a	15.67K	Thoát	$928,099	0.0%
SNV Synovus Financial Corp.	n/a	18.37K	Thoát	$919,518	0.0%
VNM	n/a	45.73K	Thoát	$872,616	0.0%
GGME	n/a	14.18K	Thoát	$844,938	0.0%
SOR	n/a	18.41K	Thoát	$842,295	0.0%
CMA Comerica Incorporated	n/a	9.30K	Thoát	$808,650	0.0%
FMC FMC Corporation	n/a	54.55K	Thoát	$756,681	0.0%
MLCO Melco Resorts &…	n/a	96.56K	Thoát	$730,944	0.0%
TMFE	n/a	24.56K	Thoát	$716,593	0.0%
DSU	n/a	65.54K	Thoát	$667,207	0.0%
MMSC	n/a	27.00K	Thoát	$646,413	0.0%
ALEX Alexander & Baldwin…	n/a	30.32K	Thoát	$625,917	0.0%
EFC Ellington Financial Inc.	n/a	44.20K	Thoát	$600,236	0.0%
TUA	n/a	26.38K	Thoát	$577,813	0.0%
FAI	n/a	13.93K	Thoát	$571,982	0.0%
PLYM	n/a	25.50K	Thoát	$558,035	0.0%
NBOS	n/a	20.34K	Thoát	$554,784	0.0%
GRW	n/a	17.60K	Thoát	$547,693	0.0%
LGIH LGI Homes, Inc.	n/a	11.90K	Thoát	$511,439	0.0%
CIL	n/a	9.37K	Thoát	$505,469	0.0%
GPRE Green Plains Inc.	n/a	49.69K	Thoát	$486,982	0.0%
BBC	n/a	12.62K	Thoát	$486,815	0.0%
DPG	n/a	37.20K	Thoát	$472,824	0.0%
COMP Compass, Inc.	n/a	43.51K	Thoát	$459,901	0.0%
PK Park Hotels & Resorts…	n/a	43.73K	Thoát	$457,390	0.0%
LFSC	n/a	12.27K	Thoát	$449,153	0.0%
RNAM Avidity Biosciences Inc	n/a	6.00K	Thoát	$432,780	0.0%
ESTC Elastic N.V.	n/a	5.71K	Thoát	$430,961	0.0%
SSO	n/a	7.22K	Thoát	$418,209	0.0%
TEC	n/a	14.80K	Thoát	$417,367	0.0%
CALC	n/a	63.19K	Thoát	$416,396	0.0%
IGA	n/a	41.93K	Thoát	$407,580	0.0%
STNE StoneCo Ltd.	n/a	27.25K	Thoát	$403,087	0.0%
FT	n/a	49.56K	Thoát	$396,454	0.0%
POET POET Technologies Inc.	n/a	61.58K	Thoát	$389,776	0.0%
CHMI	n/a	152.69K	Thoát	$389,347	0.0%
EVLN	n/a	7.69K	Thoát	$380,591	0.0%
RFIX	n/a	10.44K	Thoát	$378,961	0.0%
QDVO	n/a	12.91K	Thoát	$374,648	0.0%
THW	n/a	29.23K	Thoát	$373,585	0.0%
BBW Build-A-Bear Workshop…	n/a	6.08K	Thoát	$372,316	0.0%
SPE	n/a	24.73K	Thoát	$363,355	0.0%
APO-PA Apollo Global…	n/a	4.59K	Thoát	$346,486	0.0%
AMWD American Woodmark…	n/a	6.40K	Thoát	$345,014	0.0%
HIFS	n/a	1.21K	Thoát	$344,443	0.0%
BBH	n/a	1.76K	Thoát	$333,598	0.0%
TEFOF	n/a	82.29K	Thoát	$333,262	0.0%
RSPD	n/a	5.76K	Thoát	$328,736	0.0%
HAP	n/a	5.46K	Thoát	$328,471	0.0%
SCD	n/a	21.66K	Thoát	$320,710	0.0%
QBF	n/a	14.45K	Thoát	$309,354	0.0%
BME	n/a	7.17K	Thoát	$294,814	0.0%
FLRG	n/a	7.66K	Thoát	$290,574	0.0%
MAN ManpowerGroup Inc.	n/a	9.46K	Thoát	$281,120	0.0%
JANM	n/a	8.19K	Thoát	$270,286	0.0%
PHR Phreesia, Inc.	n/a	15.61K	Thoát	$264,104	0.0%
DVSP	n/a	9.66K	Thoát	$261,895	0.0%
DVQQ	n/a	9.58K	Thoát	$261,696	0.0%
VTYX	n/a	28.23K	Thoát	$254,908	0.0%
REAL The RealReal, Inc.	n/a	15.99K	Thoát	$252,306	0.0%
LNN Lindsay Corporation	n/a	2.12K	Thoát	$250,140	0.0%
RSPE	n/a	8.21K	Thoát	$244,683	0.0%
MGPI MGP Ingredients, Inc.	n/a	9.88K	Thoát	$239,968	0.0%
APOC	n/a	9.14K	Thoát	$239,530	0.0%
CCNR	n/a	7.29K	Thoát	$238,791	0.0%
GPZ	n/a	8.63K	Thoát	$234,426	0.0%
FOLD Amicus Therapeutics…	n/a	16.24K	Thoát	$231,258	0.0%
GLBE Global-e Online Ltd.	n/a	5.85K	Thoát	$230,123	0.0%
CFLT Confluent, Inc.	n/a	7.57K	Thoát	$228,841	0.0%
INQQ	n/a	15.45K	Thoát	$227,401	0.0%
XHS	n/a	2.12K	Thoát	$226,116	0.0%
RIGL Rigel Pharmaceuticals…	n/a	5.26K	Thoát	$225,243	0.0%
ASUR	n/a	23.69K	Thoát	$223,179	0.0%
QTR	n/a	7.19K	Thoát	$218,732	0.0%
NDMO	n/a	21.37K	Thoát	$215,379	0.0%
ENR Energizer Holdings, Inc.	n/a	10.70K	Thoát	$212,732	0.0%
ATS ATS Corporation	n/a	7.63K	Thoát	$210,401	0.0%
DLO Dlocal Limited	n/a	14.84K	Thoát	$209,823	0.0%
BMVP	n/a	4.23K	Thoát	$206,642	0.0%
SRV	n/a	5.26K	Thoát	$205,338	0.0%
UVV Universal Corporation	n/a	3.85K	Thoát	$203,356	0.0%
EQTY Kovitz Core Equity ETF	n/a	7.52K	Thoát	$202,993	0.0%
DVAX Dynavax Technologies…	n/a	12.80K	Thoát	$196,802	0.0%
JAMF Jamf Holding Corp.	n/a	14.34K	Thoát	$186,511	0.0%
ARX Accelerant Holdings	n/a	10.29K	Thoát	$168,274	0.0%
TAL TAL Education Group	n/a	15.32K	Thoát	$167,174	0.0%
TTAM	n/a	10.04K	Thoát	$165,476	0.0%
MATV Mativ Holdings, Inc.	n/a	13.22K	Thoát	$160,686	0.0%

Tuổi vị thế

4110–1 quý

42242–4 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
Mml Investors Services, Llc	3045	61.7%	0.8905	So sánh ⇄
Truist Financial Corp	2660	54.0%	0.7843	So sánh ⇄
Cetera Investment Advisers	3912	69.7%	0.7794	So sánh ⇄
Citadel Advisors	3246	42.3%	0.7506	So sánh ⇄
Northwestern Mutual Wealth Management Co	3290	60.2%	0.7304	So sánh ⇄
LPL Financial LLC	4299	67.8%	0.7164	So sánh ⇄
Wealth Enhancement Advisory Services…	3160	57.6%	0.7048	So sánh ⇄
Captrust Financial Advisors	2662	50.8%	0.701	So sánh ⇄

Sự tương đồng chỉ dựa trên các vị thế long được báo cáo; các công cụ phòng hộ và tài sản ngoài 13F là vô hình. Phương pháp luận

Hồ sơ nộp

Sep 23 2026 13F-HR/A · kỳ Q2 2026

$424.24B · 4,825 danh mục nắm giữ được liệt kê · bản sửa đổi (restatement) · Xem hồ sơ SEC gốc ↗

Aug 03 2026 13F-HR · kỳ Q2 2026

$423.60B · 4,822 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 04 2026 13F-HR · kỳ Q1 2026

$373.58B · 4,703 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Feb 10 2026 13F-HR · kỳ Q4 2025

$337.09B · 4,439 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nov 05 2025 13F-HR · kỳ Q3 2025

$347.54B · 4,505 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Aug 01 2025 13F-HR · kỳ Q2 2025

$342.70B · 4,426 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: Q1 2026 · hồ sơ mới nhất Sep 23, 2026 · Phương pháp tính thay đổi

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Envestnet Asset Management Inc