Histórico do gestor · trimestre arquivado
Financial Engines Advisors L.L.C.
Santa Clara, CA · CIK 1420473 · Registros EDGAR ↗
$49.25BValor reportado no 13F
530Posições
56.1%Peso do top-10
22.70Participações efetivas
0.4%Rotatividade est.
+28Novo
−37Saídas
O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.
Exposição setorial
Serviços Financeiros
99.1% (+0.0pp)
Tecnologia
0.3% (+0.0pp)
Serviços de Comunicação
0.2% (+0.0pp)
Saúde
0.1% (+0.0pp)
Indústria
0.1% (+0.0pp)
Consumo Cíclico
0.1% (+0.0pp)
Energia
0.0% (+0.0pp)
Utilidades
0.0% (+0.0pp)
Imóveis
0.0% (+0.0pp)
Materiais Básicos
0.0% (+0.0pp)
Consumo Defensivo
0.0% (+0.0pp)
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q1 2026
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 1 | SPYV State Street SPDR Portfolio… | 9.4% | $4.61B | 81.41M | -0.5% | ▼ Trim | 2 |
| 2 | SPMB State Street SPDR Portfolio… | 8.6% | $4.22B | 188.31M | -0.2% | ▼ Trim | 2 |
| 3 | SCHF Schwab International Equity… | 7.7% | $3.78B | 152.57M | -2.8% | ▼ Trim | 2 |
| 4 | IGIB iShares 5-10 Year… | 6.9% | $3.39B | 63.68M | +0.8% | ▲ Add | 2 |
| 5 | SPDW State Street SPDR Portfolio… | 5.2% | $2.55B | 55.85M | -2.4% | ▼ Trim | 2 |
| 6 | XT iShares Future Exponential… | 4.5% | $2.21B | 32.41M | -1.1% | ▼ Trim | 2 |
| 7 | SCHM Schwab U.S. Mid-Cap ETF | 3.6% | $1.76B | 56.84M | -2.0% | ▼ Trim | 2 |
| 8 | KOMP State Street SPDR S&P… | 3.5% | $1.73B | 29.59M | -0.7% | ▼ Trim | 2 |
| 9 | IWD iShares Russell 1000 Value… | 3.5% | $1.71B | 8.02M | -4.7% | ▼ Trim | 2 |
| 10 | SPYG State Street SPDR Portfolio… | 3.5% | $1.70B | 17.40M | +0.7% | ▲ Add | 2 |
| 11 | SCHV Schwab U.S. Large-Cap Value… | 3.0% | $1.48B | 48.43M | -4.6% | ▼ Trim | 2 |
| 12 | SPTL State Street SPDR Portfolio… | 2.9% | $1.44B | 54.68M | +0.8% | ▲ Add | 2 |
| 13 | SCHK Schwab 1000 Index ETF | 2.8% | $1.37B | 43.61M | -0.1% | ▼ Trim | 2 |
| 14 | VWO Vanguard FTSE Emerging… | 2.7% | $1.32B | 24.35M | -0.1% | ▼ Trim | 2 |
| 15 | SCHH Schwab U.S. REIT ETF | 2.6% | $1.29B | 59.89M | -0.3% | ▼ Trim | 2 |
| 16 | SPTI State Street SPDR Portfolio… | 2.6% | $1.28B | 44.66M | +1.3% | ▲ Add | 2 |
| 17 | LQD iShares iBoxx $ Investment… | 2.4% | $1.19B | 10.91M | -1.3% | ▼ Trim | 2 |
| 18 | SPSM State Street SPDR Portfolio… | 2.0% | $998.94M | 20.67M | -2.1% | ▼ Trim | 2 |
| 19 | SCHG Schwab U.S. Large-Cap… | 2.0% | $993.49M | 34.11M | +0.4% | ▲ Add | 2 |
| 20 | IJR iShares Core S&P Small-Cap… | 1.9% | $959.73M | 7.72M | -1.3% | ▼ Trim | 2 |
| 21 | IAGG iShares Core International… | 1.7% | $821.61M | 16.42M | +2.1% | ▲ Add | 2 |
| 22 | SPEM State Street SPDR Portfolio… | 1.6% | $789.13M | 16.82M | -1.1% | ▼ Trim | 2 |
| 23 | IJH iShares Core S&P Mid-Cap ETF | 1.1% | $533.44M | 7.90M | -4.0% | ▼ Trim | 2 |
| 24 | SCHE Schwab Emerging Markets… | 1.0% | $512.12M | 15.54M | -4.1% | ▼ Trim | 2 |
| 25 | IEI iShares 3-7 Year Treasury… | 1.0% | $501.86M | 4.23M | -1.3% | ▼ Trim | 2 |
| 26 | VUG Vanguard Morningstar Growth… | 1.0% | $473.42M | 6.50M | +0.1% | ▲ Add | 2 |
| 27 | SPYM State Street SPDR Portfolio… | 0.8% | $386.57M | 5.05M | -0.3% | ▼ Trim | 2 |
| 28 | NANR SPDR INDEX SHS FDS | 0.7% | $355.83M | 4.24M | -23.0% | ▼ Trim | 2 |
| 29 | VNQ Vanguard Real Estate ETF | 0.6% | $297.94M | 3.36M | -0.3% | ▼ Trim | 2 |
| 30 | AKRE Akre Focus ETF | 0.6% | $281.02M | 5.32M | +11.4% | ▲ Add | 2 |
| 31 | VCSH Vanguard Short-Term… | 0.5% | $234.71M | 2.96M | -0.4% | ▼ Trim | 2 |
| 32 | TECB ISHARES TR | 0.4% | $219.28M | 3.95M | +0.4% | ▲ Add | 2 |
| 33 | EFA iShares MSCI EAFE ETF | 0.3% | $150.53M | 1.55M | -5.8% | ▼ Trim | 2 |
| 34 | IVV iShares Core S&P 500 ETF | 0.3% | $135.42M | 207.32K | -5.2% | ▼ Trim | 2 |
| 35 | SCHA Schwab U.S. Small-Cap ETF | 0.3% | $133.28M | 4.58M | -5.3% | ▼ Trim | 2 |
| 36 | SCHZ Schwab U.S. Aggregate Bond… | 0.3% | $125.71M | 5.41M | +0.3% | ▲ Add | 2 |
| 37 | IJK iShares S&P Mid-Cap 400… | 0.3% | $123.90M | 1.23M | -6.0% | ▼ Trim | 2 |
| 38 | MDYG State Street SPDR S&P 400… | 0.2% | $121.28M | 1.26M | -4.3% | ▼ Trim | 2 |
| 39 | DFAC Dimensional - US Core… | 0.2% | $120.80M | 3.11M | +1.4% | ▲ Add | 2 |
| 40 | VTI Vanguard Morningstar Total… | 0.2% | $115.64M | 360.45K | -5.8% | ▼ Trim | 2 |
| 41 | SLYG State Street SPDR S&P 600… | 0.2% | $105.73M | 1.09M | -4.3% | ▼ Trim | 2 |
| 42 | SLYV State Street SPDR S&P 600… | 0.2% | $102.47M | 1.08M | -6.6% | ▼ Trim | 2 |
| 43 | MDYV State Street SPDR S&P 400… | 0.2% | $101.97M | 1.20M | -4.5% | ▼ Trim | 2 |
| 44 | IJJ iShares S&P Mid-Cap 400… | 0.2% | $82.86M | 625.33K | -5.6% | ▼ Trim | 2 |
| 45 | VCRB Vanguard Core Bond ETF | 0.2% | $76.04M | 982.68K | +5.8% | ▲ Add | 2 |
| 46 | IWO iShares Russell 2000 Growth… | 0.2% | $74.71M | 238.07K | -6.3% | ▼ Trim | 2 |
| 47 | BND Vanguard Total Bond Market… | 0.1% | $70.70M | 960.04K | -7.3% | ▼ Trim | 2 |
| 48 | EFAV iShares MSCI EAFE Min Vol… | 0.1% | $70.21M | 768.38K | -3.6% | ▼ Trim | 2 |
| 49 | VMBS Vanguard Mortgage-Backed… | 0.1% | $65.43M | 1.39M | -4.5% | ▼ Trim | 2 |
| 50 | MUB iShares National Muni Bond… | 0.1% | $61.52M | 579.57K | -3.4% | ▼ Trim | 2 |
| 51 | AVLV Avantis U.S. Large Cap… | 0.1% | $52.29M | 648.67K | +1.4% | ▲ Add | 2 |
| 52 | IVE iShares S&P 500 Value ETF | 0.1% | $48.12M | 227.91K | -1.5% | ▼ Trim | 2 |
| 53 | AAPL Apple Inc. | 0.1% | $46.30M | 182.42K | +3.2% | ▲ Add | 2 |
| 54 | VTV Vanguard Morningstar Value… | 0.1% | $44.51M | 226.85K | -4.5% | ▼ Trim | 2 |
| 55 | SPHD Invesco S&P 500 High… | 0.1% | $44.12M | 889.43K | -2.8% | ▼ Trim | 2 |
| 56 | VTEB Vanguard Tax-Exempt Bond ETF | 0.1% | $42.04M | 842.57K | -0.2% | ▼ Trim | 2 |
| 57 | DFAX Dimensional World ex U.S.… | 0.1% | $41.49M | 1.22M | -5.5% | ▼ Trim | 2 |
| 58 | LVHD LEGG MASON ETF INVT | 0.1% | $41.17M | 967.23K | -3.3% | ▼ Trim | 2 |
| 59 | NVDA NVIDIA Corporation | 0.1% | $37.58M | 215.50K | +1.7% | ▲ Add | 2 |
| 60 | IBIT iShares Bitcoin Trust ETF | 0.1% | $37.56M | 977.60K | +24.4% | ▲ Add | 2 |
| 61 | MSFT Microsoft Corporation | 0.1% | $35.55M | 96.04K | +1.7% | ▲ Add | 2 |
| 62 | AGG iShares Core U.S. Aggregate… | 0.1% | $35.44M | 356.97K | -3.0% | ▼ Trim | 2 |
| 63 | IUSV iShares Core S&P U.S. Value… | 0.1% | $35.25M | 344.71K | +19.3% | ▲ Add | 2 |
| 64 | TFI State Street SPDR Nuveen… | 0.1% | $34.07M | 751.41K | +3.8% | ▲ Add | 2 |
| 65 | DFIC Dimensional - International… | 0.1% | $33.75M | 949.88K | -1.3% | ▼ Trim | 2 |
| 66 | IEFA iShares Core MSCI EAFE ETF | 0.1% | $32.55M | 359.59K | -4.2% | ▼ Trim | 2 |
| 67 | SHM State Street SPDR Nuveen… | 0.1% | $31.97M | 668.32K | +0.5% | ▲ Add | 2 |
| 68 | GOOGL Alphabet Inc. | 0.1% | $30.15M | 104.84K | -4.9% | ▼ Trim | 2 |
| 69 | QQQ Invesco QQQ Trust, Series 1 | 0.1% | $28.43M | 49.26K | -7.9% | ▼ Trim | 2 |
| 70 | SPY State Street SPDR S&P 500… | 0.1% | $27.00M | 41.52K | 0.0% | ▲ Add | 2 |
| 71 | IVW iShares S&P 500 Growth ETF | 0.1% | $24.96M | 220.70K | -0.4% | ▼ Trim | 2 |
| 72 | AMZN Amazon.com, Inc. | 0.1% | $24.92M | 119.63K | -2.4% | ▼ Trim | 2 |
| 73 | DFAI Dimensional - International… | 0.0% | $23.59M | 605.55K | +47.9% | ▲ Add | 2 |
| 74 | BIV Vanguard Intermediate-Term… | 0.0% | $23.26M | 301.43K | +0.1% | ▲ Add | 2 |
| 75 | VB Vanguard Morningstar… | 0.0% | $22.91M | 87.48K | -4.8% | ▼ Trim | 2 |
| 76 | DFEM Dimensional - Emerging… | 0.0% | $22.59M | 653.81K | -2.0% | ▼ Trim | 2 |
| 77 | MBB iShares MBS ETF | 0.0% | $21.01M | 221.27K | +12.7% | ▲ Add | 2 |
| 78 | DFAT Dimensional - US Targeted… | 0.0% | $20.34M | 325.68K | -4.9% | ▼ Trim | 2 |
| 79 | GOOG Alphabet Inc. | 0.0% | $20.21M | 70.44K | +3.0% | ▲ Add | 2 |
| 80 | DFUV Dimensional - US Marketwide… | 0.0% | $18.72M | 386.38K | -6.3% | ▼ Trim | 2 |
| 81 | BNY Bank of New York Mellon Corp | 0.0% | $17.91M | 151.01K | -0.1% | ▼ Trim | 2 |
| 82 | ODFL Old Dominion Freight Line… | 0.0% | $17.37M | 88.89K | -10.7% | ▼ Trim | 2 |
| 83 | SHV iShares Trust iShares 0-1… | 0.0% | $17.34M | 157.04K | +3.7% | ▲ Add | 2 |
| 84 | BSV Vanguard Short-Term Bond ETF | 0.0% | $17.13M | 218.41K | -2.1% | ▼ Trim | 2 |
| 85 | SPBO State Street SPDR Portfolio… | 0.0% | $16.90M | 582.06K | +2.7% | ▲ Add | 2 |
| 86 | DFLV Dimensional - US Large Cap… | 0.0% | $15.78M | 441.76K | -0.8% | ▼ Trim | 2 |
| 87 | ESGD iShares ESG Aware MSCI EAFE… | 0.0% | $15.69M | 164.10K | +2.8% | ▲ Add | 2 |
| 88 | ABBV AbbVie Inc. | 0.0% | $15.62M | 71.80K | -13.9% | ▼ Trim | 2 |
| 89 | SCHP Schwab US TIPS ETF | 0.0% | $15.52M | 583.34K | +0.4% | ▲ Add | 2 |
| 90 | VEA Vanguard FTSE Developed… | 0.0% | $15.32M | 239.02K | -0.7% | ▼ Trim | 2 |
| 91 | ICSH iShares Ultra Short… | 0.0% | $15.26M | 301.52K | -3.9% | ▼ Trim | 2 |
| 92 | DFAS Dimensional - US Small Cap… | 0.0% | $14.83M | 208.52K | +4.1% | ▲ Add | 2 |
| 93 | IEMG iShares Core MSCI Emerging… | 0.0% | $14.01M | 200.84K | -5.2% | ▼ Trim | 2 |
| 94 | BA The Boeing Company | 0.0% | $12.82M | 64.42K | +1.4% | ▲ Add | 2 |
| 95 | VV Vanguard Morningstar… | 0.0% | $12.64M | 42.29K | -5.5% | ▼ Trim | 2 |
| 96 | META Meta Platforms, Inc. | 0.0% | $12.64M | 22.09K | -4.0% | ▼ Trim | 2 |
| 97 | VOO Vanguard S&P 500 ETF | 0.0% | $12.32M | 20.62K | -0.2% | ▼ Trim | 2 |
| 98 | BRK-B Berkshire Hathaway Inc. | 0.0% | $12.13M | 25.32K | -4.1% | ▼ Trim | 2 |
| 99 | DFSV Dimensional - US Small Cap… | 0.0% | $11.98M | 342.02K | +2.5% | ▲ Add | 2 |
| 100 | EAGG iShares ESG Aware U.S.… | 0.0% | $10.94M | 229.98K | +2.2% | ▲ Add | 2 |
| 101 | VEU Vanguard FTSE All-World… | 0.0% | $10.31M | 137.34K | -0.1% | ▼ Trim | 2 |
| 102 | IJT iShares S&P Small-Cap 600… | 0.0% | $9.78M | 67.55K | -1.9% | ▼ Trim | 2 |
| 103 | DUHP Dimensional - US High… | 0.0% | $9.44M | 256.84K | -1.8% | ▼ Trim | 2 |
| 104 | BRK-A Berkshire Hathaway Inc. | 0.0% | $9.34M | 13 | 0.0% | Held | 2 |
| 105 | IBTG iShares iBonds Dec 2026… | 0.0% | $9.07M | 395.70K | -0.2% | ▼ Trim | 2 |
| 106 | TSLA Tesla, Inc. | 0.0% | $8.71M | 23.43K | -9.3% | ▼ Trim | 2 |
| 107 | DFUS Dimensional U.S. Equity ETF | 0.0% | $8.28M | 116.71K | -3.0% | ▼ Trim | 2 |
| 108 | SUSB ISHARES TR | 0.0% | $8.21M | 327.65K | -2.9% | ▼ Trim | 2 |
| 109 | BWX SPDR SERIES TRUST | 0.0% | $8.21M | 374.01K | -5.8% | ▼ Trim | 2 |
| 110 | VTWO Vanguard Russell 2000 ETF | 0.0% | $8.01M | 79.97K | -13.1% | ▼ Trim | 2 |
| 111 | DFIV Dimensional - International… | 0.0% | $7.72M | 146.18K | -2.8% | ▼ Trim | 2 |
| 112 | IBTH ISHARES TR | 0.0% | $7.68M | 342.24K | +0.6% | ▲ Add | 2 |
| 113 | KMI Kinder Morgan, Inc. | 0.0% | $7.66M | 228.32K | -3.6% | ▼ Trim | 2 |
| 114 | USSG DBX ETF TR | 0.0% | $7.51M | 125.86K | +4.5% | ▲ Add | 2 |
| 115 | CVMC MORGAN STANLEY ETF TRUST | 0.0% | $7.31M | 114.16K | +3.3% | ▲ Add | 2 |
| 116 | IJS iShares S&P Small-Cap 600… | 0.0% | $7.17M | 60.52K | -4.2% | ▼ Trim | 2 |
| 117 | ESML iShares ESG Aware MSCI USA… | 0.0% | $7.10M | 150.98K | -0.6% | ▼ Trim | 2 |
| 118 | IWM iShares Russell 2000 ETF | 0.0% | $6.89M | 27.77K | -4.5% | ▼ Trim | 2 |
| 119 | IBTI ISHARES TR | 0.0% | $6.82M | 306.13K | +2.5% | ▲ Add | 2 |
| 120 | DISV Dimensional - International… | 0.0% | $6.82M | 172.85K | -9.2% | ▼ Trim | 2 |
| 121 | ESGV Vanguard ESG U.S. Stock ETF | 0.0% | $6.64M | 59.17K | +5.6% | ▲ Add | 2 |
| 122 | VCIT Vanguard Intermediate-Term… | 0.0% | $6.37M | 76.97K | -20.9% | ▼ Trim | 2 |
| 123 | JPM JPMorgan Chase & Co. | 0.0% | $6.30M | 21.41K | -4.2% | ▼ Trim | 2 |
| 124 | SLQD iShares 0-5 Year Investment… | 0.0% | $6.25M | 123.77K | -8.5% | ▼ Trim | 2 |
| 125 | LEGR FIRST TR EXCHANGE TRADED FD | 0.0% | $6.25M | 108.14K | -22.9% | ▼ Trim | 2 |
| 126 | EFIV SPDR SERIES TRUST | 0.0% | $6.19M | 98.20K | +3.9% | ▲ Add | 2 |
| 127 | GNMA ISHARES TR | 0.0% | $6.19M | 139.56K | -7.0% | ▼ Trim | 2 |
| 128 | NFLX Netflix, Inc. | 0.0% | $6.16M | 64.06K | +13.2% | ▲ Add | 2 |
| 129 | DIHP Dimensional International… | 0.0% | $6.13M | 190.35K | -5.4% | ▼ Trim | 2 |
| 130 | AVUS Avantis U.S. Equity ETF | 0.0% | $6.12M | 55.04K | -0.1% | ▼ Trim | 2 |
| 131 | SUSC iShares ESG Aware USD… | 0.0% | $6.08M | 262.62K | -17.4% | ▼ Trim | 2 |
| 132 | MINT PIMCO Enhanced Short… | 0.0% | $6.07M | 60.40K | +24.8% | ▲ Add | 2 |
| 133 | SCHB Schwab U.S. Broad Market ETF | 0.0% | $5.91M | 235.38K | +0.8% | ▲ Add | 2 |
| 134 | SPMD State Street SPDR Portfolio… | 0.0% | $5.71M | 96.48K | -2.8% | ▼ Trim | 2 |
| 135 | XLK State Street Technology… | 0.0% | $5.71M | 42.98K | -3.9% | ▼ Trim | 2 |
| 136 | TLH iShares 10-20 Year Treasury… | 0.0% | $5.51M | 54.68K | -46.6% | ▼ Trim | 2 |
| 137 | HD The Home Depot, Inc. | 0.0% | $5.50M | 16.72K | -2.1% | ▼ Trim | 2 |
| 138 | GOVT iShares U.S. Treasury Bond… | 0.0% | $5.21M | 227.41K | -23.2% | ▼ Trim | 2 |
| 139 | VSAT Viasat, Inc. | 0.0% | $5.18M | 113.15K | -8.0% | ▼ Trim | 2 |
| 140 | IWB iShares Russell 1000 ETF | 0.0% | $5.10M | 14.31K | -5.3% | ▼ Trim | 2 |
| 141 | COST Costco Wholesale Corporation | 0.0% | $4.92M | 4.94K | +5.1% | ▲ Add | 2 |
| 142 | SPIP SPDR SERIES TRUST | 0.0% | $4.79M | 184.06K | +11.3% | ▲ Add | 2 |
| 143 | TPL Texas Pacific Land… | 0.0% | $4.76M | 10.04K | -9.0% | ▼ Trim | 2 |
| 144 | PLTR Palantir Technologies Inc. | 0.0% | $4.67M | 31.93K | -2.6% | ▼ Trim | 2 |
| 145 | IGOV ISHARES TR | 0.0% | $4.64M | 112.91K | -8.7% | ▼ Trim | 2 |
| 146 | DFGR DIMENSIONAL ETF TRUST | 0.0% | $4.58M | 172.19K | -34.4% | ▼ Trim | 2 |
| 147 | ESGE iShares ESG Aware MSCI EM… | 0.0% | $4.55M | 100.12K | Novo | New | 1 |
| 148 | MDY State Street SPDR S&P… | 0.0% | $4.55M | 7.38K | -11.2% | ▼ Trim | 2 |
| 149 | SPIB State Street SPDR Portfolio… | 0.0% | $4.55M | 135.55K | -8.0% | ▼ Trim | 2 |
| 150 | BNDX Vanguard Total… | 0.0% | $4.53M | 94.21K | -10.4% | ▼ Trim | 2 |
| 151 | GLD SPDR Gold Shares | 0.0% | $4.49M | 10.43K | -3.7% | ▼ Trim | 2 |
| 152 | VIG Vanguard Dividend… | 0.0% | $4.41M | 20.49K | -3.4% | ▼ Trim | 2 |
| 153 | XONA.DE Exxon Mobil Corporation | 0.0% | $4.38M | 25.81K | +9.7% | ▲ Add | 2 |
| 154 | VBK Vanguard Morningstar… | 0.0% | $4.37M | 14.46K | -3.4% | ▼ Trim | 2 |
| 155 | GRNB VANECK ETF TRUST | 0.0% | $4.25M | 177.32K | +14.1% | ▲ Add | 2 |
| 156 | IUSB iShares Core Universal USD… | 0.0% | $4.18M | 90.55K | -9.6% | ▼ Trim | 2 |
| 157 | VOT Vanguard Morningstar… | 0.0% | $4.18M | 16.25K | +3.7% | ▲ Add | 2 |
| 158 | AVGO Broadcom Inc. | 0.0% | $4.17M | 13.46K | +1.5% | ▲ Add | 2 |
| 159 | TLT iShares 20+ Year Treasury… | 0.0% | $4.10M | 47.25K | +1.8% | ▲ Add | 2 |
| 160 | WTW Willis Towers Watson Public… | 0.0% | $4.08M | 14.03K | -0.4% | ▼ Trim | 2 |
| 161 | IBTJ ISHARES TR | 0.0% | $4.04M | 184.73K | +8.8% | ▲ Add | 2 |
| 162 | VO Vanguard Morningstar… | 0.0% | $3.86M | 53.73K | -3.2% | ▼ Trim | 2 |
| 163 | BOTZ Global X - Robotics &… | 0.0% | $3.79M | 114.18K | -12.8% | ▼ Trim | 2 |
| 164 | HACK AMPLIFY ETF TR | 0.0% | $3.72M | 49.51K | +0.1% | ▲ Add | 2 |
| 165 | IWR iShares Russell Mid-Cap ETF | 0.0% | $3.70M | 38.03K | -3.1% | ▼ Trim | 2 |
| 166 | IWP iShares Russell Mid-Cap… | 0.0% | $3.66M | 28.55K | -1.8% | ▼ Trim | 2 |
| 167 | FREL FIDELITY COVINGTON TRUST | 0.0% | $3.62M | 134.42K | +1.2% | ▲ Add | 2 |
| 168 | QQQM Invesco NASDAQ 100 ETF | 0.0% | $3.59M | 15.09K | -12.7% | ▼ Trim | 2 |
| 169 | JPST JPMorgan Ultra-Short Income… | 0.0% | $3.56M | 70.35K | -11.0% | ▼ Trim | 2 |
| 170 | DFAE Dimensional - Emerging Core… | 0.0% | $3.55M | 104.93K | -1.8% | ▼ Trim | 2 |
| 171 | MDU MDU Resources Group, Inc. | 0.0% | $3.40M | 164.17K | +236.3% | ▲ Add | 2 |
| 172 | VTES VANGUARD WELLINGTON FD | 0.0% | $3.39M | 33.54K | +0.6% | ▲ Add | 2 |
| 173 | FLQL Franklin U.S. Large Cap… | 0.0% | $3.35M | 49.49K | -13.3% | ▼ Trim | 2 |
| 174 | STCE SCHWAB STRATEGIC TR | 0.0% | $3.33M | 64.11K | +9.4% | ▲ Add | 2 |
| 175 | FDIG FIDELITY COVINGTON TRUST | 0.0% | $3.30M | 100.76K | +7.7% | ▲ Add | 2 |
| 176 | VTHR Vanguard Russell 3000 ETF | 0.0% | $3.25M | 11.30K | -12.7% | ▼ Trim | 2 |
| 177 | WMT Walmart Inc. | 0.0% | $3.18M | 25.58K | +2.5% | ▲ Add | 2 |
| 178 | IWS iShares Russell Mid-Cap… | 0.0% | $3.14M | 21.55K | -0.1% | ▼ Trim | 2 |
| 179 | SPYD State Street SPDR Portfolio… | 0.0% | $3.11M | 68.32K | 0.0% | Held | 2 |
| 180 | CRS Carpenter Technology… | 0.0% | $3.07M | 7.80K | -20.7% | ▼ Trim | 2 |
| 181 | TMO Thermo Fisher Scientific… | 0.0% | $2.95M | 5.99K | -2.7% | ▼ Trim | 2 |
| 182 | AVEM Avantis Emerging Markets… | 0.0% | $2.94M | 36.53K | -1.0% | ▼ Trim | 2 |
| 183 | JNJ Johnson & Johnson | 0.0% | $2.94M | 12.03K | +5.0% | ▲ Add | 2 |
| 184 | ADP Automatic Data Processing… | 0.0% | $2.92M | 14.35K | -8.7% | ▼ Trim | 2 |
| 185 | IPAY AMPLIFY ETF TR | 0.0% | $2.87M | 66.98K | +6.5% | ▲ Add | 2 |
| 186 | IWF iShares Russell 1000 Growth… | 0.0% | $2.83M | 26.55K | -11.2% | ▼ Trim | 2 |
| 187 | WT WisdomTree, Inc. | 0.0% | $2.82M | 57.00K | +3.5% | ▲ Add | 2 |
| 188 | VBR Vanguard Morningstar… | 0.0% | $2.80M | 12.90K | -4.5% | ▼ Trim | 2 |
| 189 | OTTR Otter Tail Corporation | 0.0% | $2.80M | 31.92K | +4.4% | ▲ Add | 2 |
| 190 | TT Trane Technologies plc | 0.0% | $2.73M | 6.54K | -0.3% | ▼ Trim | 2 |
| 191 | BLOK AMPLIFY ETF TR | 0.0% | $2.71M | 54.35K | -0.7% | ▼ Trim | 2 |
| 192 | CSCO Cisco Systems, Inc. | 0.0% | $2.70M | 34.80K | +9.1% | ▲ Add | 2 |
| 193 | IWV iShares Russell 3000 ETF | 0.0% | $2.69M | 7.26K | -2.8% | ▼ Trim | 2 |
| 194 | IBM International Business… | 0.0% | $2.66M | 10.98K | -4.3% | ▼ Trim | 2 |
| 195 | NBBK NB Bancorp, Inc. Common… | 0.0% | $2.65M | 125.72K | +6.8% | ▲ Add | 2 |
| 196 | SPOT Spotify Technology S.A. | 0.0% | $2.63M | 5.43K | -0.3% | ▼ Trim | 2 |
| 197 | ILCG iShares Morningstar Growth… | 0.0% | $2.61M | 27.29K | +65.4% | ▲ Add | 2 |
| 198 | EFG iShares MSCI EAFE Growth ETF | 0.0% | $2.60M | 23.32K | -0.7% | ▼ Trim | 2 |
| 199 | SDY State Street SPDR S&P… | 0.0% | $2.59M | 17.77K | +5.0% | ▲ Add | 2 |
| 200 | YJUN FIRST TR EXCHNG TRADED FD VI | 0.0% | $2.59M | 100.55K | -8.7% | ▼ Trim | 2 |
| 201 | SPHQ Invesco S&P 500 Quality ETF | 0.0% | $2.58M | 34.38K | +92.1% | ▲ Add | 2 |
| 202 | ITOT iShares Core S&P Total U.S.… | 0.0% | $2.55M | 17.90K | +0.4% | ▲ Add | 2 |
| 203 | ILCB ISHARES TR | 0.0% | $2.53M | 28.14K | -0.5% | ▼ Trim | 2 |
| 204 | SCHD Schwab U.S. Dividend Equity… | 0.0% | $2.51M | 81.69K | +2.8% | ▲ Add | 2 |
| 205 | VIOG VANGUARD ADMIRAL FDS INC | 0.0% | $2.50M | 20.08K | -8.6% | ▼ Trim | 2 |
| 206 | SCHX Schwab U.S. Large-Cap ETF | 0.0% | $2.49M | 97.31K | -46.5% | ▼ Trim | 2 |
| 207 | SPTM State Street SPDR Portfolio… | 0.0% | $2.49M | 31.54K | +17.3% | ▲ Add | 2 |
| 208 | LLY Eli Lilly and Company | 0.0% | $2.44M | 2.65K | -13.5% | ▼ Trim | 2 |
| 209 | AVDE Avantis International… | 0.0% | $2.44M | 28.74K | +3.1% | ▲ Add | 2 |
| 210 | ABT Abbott Laboratories | 0.0% | $2.40M | 23.41K | -21.6% | ▼ Trim | 2 |
| 211 | CVX Chevron Corporation | 0.0% | $2.36M | 11.39K | -6.3% | ▼ Trim | 2 |
| 212 | AXON Axon Enterprise, Inc. | 0.0% | $2.32M | 5.47K | -2.5% | ▼ Trim | 2 |
| 213 | DFNM DIMENSIONAL ETF TRUST | 0.0% | $2.32M | 48.40K | 0.0% | Held | 2 |
| 214 | ONON On Holding AG | 0.0% | $2.26M | 66.44K | -3.9% | ▼ Trim | 2 |
| 215 | VYM Vanguard High Dividend… | 0.0% | $2.25M | 15.19K | -3.5% | ▼ Trim | 2 |
| 216 | GE GE Aerospace | 0.0% | $2.22M | 7.83K | -7.6% | ▼ Trim | 2 |
| 217 | CWI State Street SPDR MSCI ACWI… | 0.0% | $2.20M | 60.15K | -0.4% | ▼ Trim | 2 |
| 218 | DVA DaVita Inc. | 0.0% | $2.19M | 14.23K | +4.8% | ▲ Add | 2 |
| 219 | EEM iShares MSCI Emerging… | 0.0% | $2.15M | 37.87K | -3.1% | ▼ Trim | 2 |
| 220 | MRSH Marsh & McLennan Companies… | 0.0% | $2.15M | 12.39K | -4.9% | ▼ Trim | 2 |
| 221 | PRF Invesco RAFI US 1000 ETF | 0.0% | $2.12M | 44.57K | -0.7% | ▼ Trim | 2 |
| 222 | TIP iShares TIPS Bond ETF | 0.0% | $2.10M | 19.07K | +0.3% | ▲ Add | 2 |
| 223 | EFV iShares MSCI EAFE Value ETF | 0.0% | $2.10M | 28.22K | +1.5% | ▲ Add | 2 |
| 224 | VGIT Vanguard Intermediate-Term… | 0.0% | $2.09M | 35.18K | -6.3% | ▼ Trim | 2 |
| 225 | VXF Vanguard Extended Market ETF | 0.0% | $2.09M | 10.15K | +1.9% | ▲ Add | 2 |
| 226 | AVMU AMERICAN CENTY ETF TR | 0.0% | $2.08M | 45.32K | -18.4% | ▼ Trim | 2 |
| 227 | BAC Bank of America Corporation | 0.0% | $2.07M | 42.55K | -4.1% | ▼ Trim | 2 |
| 228 | VXUS Vanguard Total… | 0.0% | $2.05M | 26.52K | -16.6% | ▼ Trim | 2 |
| 229 | MUNI PIMCO Intermediate… | 0.0% | $2.02M | 38.74K | +2.9% | ▲ Add | 2 |
| 230 | QLD PROSHARES TR | 0.0% | $2.01M | 33.00K | +0.5% | ▲ Add | 2 |
| 231 | IBTK ISHARES TR | 0.0% | $1.99M | 100.78K | +4.4% | ▲ Add | 2 |
| 232 | VOE Vanguard Morningstar… | 0.0% | $1.96M | 10.62K | +0.6% | ▲ Add | 2 |
| 233 | MA Mastercard Incorporated | 0.0% | $1.95M | 3.91K | -14.1% | ▼ Trim | 2 |
| 234 | V Visa Inc. | 0.0% | $1.95M | 6.45K | -8.8% | ▼ Trim | 2 |
| 235 | RY Royal Bank of Canada | 0.0% | $1.92M | 11.85K | -3.2% | ▼ Trim | 2 |
| 236 | PG The Procter & Gamble Company | 0.0% | $1.89M | 13.05K | -0.8% | ▼ Trim | 2 |
| 237 | VGK Vanguard FTSE Europe ETF | 0.0% | $1.87M | 22.73K | -0.4% | ▼ Trim | 2 |
| 238 | FNDF Schwab Fundamental… | 0.0% | $1.84M | 37.62K | -20.5% | ▼ Trim | 2 |
| 239 | IBLC ISHARES TR | 0.0% | $1.81M | 49.60K | +7.8% | ▲ Add | 2 |
| 240 | NOW ServiceNow, Inc. | 0.0% | $1.81M | 17.32K | +2.6% | ▲ Add | 2 |
| 241 | SCHR Schwab Intermediate-Term… | 0.0% | $1.75M | 70.16K | -20.9% | ▼ Trim | 2 |
| 242 | SUB iShares Short-Term National… | 0.0% | $1.74M | 16.34K | -26.1% | ▼ Trim | 2 |
| 243 | GEV GE Vernova Inc. | 0.0% | $1.70M | 1.95K | -20.6% | ▼ Trim | 2 |
| 244 | LMT Lockheed Martin Corporation | 0.0% | $1.68M | 2.78K | +9.7% | ▲ Add | 2 |
| 245 | RTX RTX Corporation | 0.0% | $1.67M | 8.67K | -22.9% | ▼ Trim | 2 |
| 246 | GS The Goldman Sachs Group… | 0.0% | $1.65M | 1.95K | +0.5% | ▲ Add | 2 |
| 247 | ETHA iShares Ethereum Trust ETF | 0.0% | $1.64M | 103.38K | +42.0% | ▲ Add | 2 |
| 248 | XLE State Street Energy Select… | 0.0% | $1.63M | 26.59K | -5.4% | ▼ Trim | 2 |
| 249 | AVUV Avantis U.S. Small Cap… | 0.0% | $1.62M | 14.66K | -4.4% | ▼ Trim | 2 |
| 250 | DGRO iShares Core Dividend… | 0.0% | $1.62M | 23.01K | -1.8% | ▼ Trim | 2 |
| 251 | BBSC JPMorgan BetaBuilders U.S.… | 0.0% | $1.60M | 21.33K | -0.6% | ▼ Trim | 2 |
| 252 | BLV Vanguard Long-Term Bond ETF | 0.0% | $1.58M | 22.93K | -6.1% | ▼ Trim | 2 |
| 253 | SCHC Schwab International… | 0.0% | $1.58M | 33.73K | -7.1% | ▼ Trim | 2 |
| 254 | SII Sprott Inc. | 0.0% | $1.55M | 10.86K | 0.0% | Held | 2 |
| 255 | NEE NextEra Energy, Inc. | 0.0% | $1.53M | 16.51K | +4.0% | ▲ Add | 2 |
| 256 | AMGN Amgen Inc. | 0.0% | $1.50M | 4.27K | +2.2% | ▲ Add | 2 |
| 257 | UNH UnitedHealth Group… | 0.0% | $1.46M | 5.40K | +6.8% | ▲ Add | 2 |
| 258 | IAU iShares Gold Trust | 0.0% | $1.45M | 16.39K | -7.8% | ▼ Trim | 2 |
| 259 | WFC Wells Fargo & Company | 0.0% | $1.44M | 18.08K | -4.9% | ▼ Trim | 2 |
| 260 | VSDM VANGUARD MUN BD FDS | 0.0% | $1.44M | 18.82K | +140.6% | ▲ Add | 2 |
| 261 | XLI State Street Industrial… | 0.0% | $1.43M | 8.86K | +0.1% | ▲ Add | 2 |
| 262 | DUSB DIMENSIONAL ETF TRUST | 0.0% | $1.42M | 27.94K | -11.5% | ▼ Trim | 2 |
| 263 | GBTC Grayscale Bitcoin Trust ETF | 0.0% | $1.40M | 26.50K | -2.6% | ▼ Trim | 2 |
| 264 | IBMO ISHARES TR | 0.0% | $1.40M | 54.52K | -7.9% | ▼ Trim | 2 |
| 265 | IDV iShares International… | 0.0% | $1.39M | 32.73K | -18.1% | ▼ Trim | 2 |
| 266 | HON Honeywell International Inc. | 0.0% | $1.39M | 6.16K | -12.0% | ▼ Trim | 2 |
| 267 | CAT Caterpillar Inc. | 0.0% | $1.36M | 1.91K | -1.1% | ▼ Trim | 2 |
| 268 | INTC Intel Corp. | 0.0% | $1.34M | 30.29K | -5.6% | ▼ Trim | 2 |
| 269 | VHT Vanguard Health Care ETF | 0.0% | $1.32M | 4.84K | -1.9% | ▼ Trim | 2 |
| 270 | PTY PIMCO CORPORATE & INCOME OPP | 0.0% | $1.28M | 106.03K | +8.8% | ▲ Add | 2 |
| 271 | AVDV Avantis International Small… | 0.0% | $1.26M | 12.64K | +0.1% | ▲ Add | 2 |
| 272 | NBTB NBT Bancorp Inc. | 0.0% | $1.25M | 29.43K | Novo | New | 1 |
| 273 | AMT American Tower Corporation | 0.0% | $1.23M | 7.13K | -0.2% | ▼ Trim | 2 |
| 274 | SYK Stryker Corporation | 0.0% | $1.23M | 3.75K | -0.2% | ▼ Trim | 2 |
| 275 | MS Morgan Stanley | 0.0% | $1.23M | 7.47K | -46.8% | ▼ Trim | 2 |
| 276 | JPSE J P MORGAN EXCHANGE TRADED F | 0.0% | $1.22M | 23.21K | -4.7% | ▼ Trim | 2 |
| 277 | ALL The Allstate Corporation | 0.0% | $1.22M | 5.87K | -59.3% | ▼ Trim | 2 |
| 278 | SBUX Starbucks Corporation | 0.0% | $1.22M | 13.57K | -3.5% | ▼ Trim | 2 |
| 279 | DFAU Dimensional - US Core… | 0.0% | $1.20M | 26.70K | -0.3% | ▼ Trim | 2 |
| 280 | VUSB Vanguard Ultra-Short Bond… | 0.0% | $1.20M | 24.16K | +33.0% | ▲ Add | 2 |
| 281 | ETN Eaton Corporation plc | 0.0% | $1.20M | 3.35K | +28.7% | ▲ Add | 2 |
| 282 | VTWV VANGUARD SCOTTSDALE FDS | 0.0% | $1.20M | 7.17K | -21.3% | ▼ Trim | 2 |
| 283 | SHY iShares 1-3 Year Treasury… | 0.0% | $1.20M | 14.49K | -42.5% | ▼ Trim | 2 |
| 284 | VZ Verizon Communications Inc. | 0.0% | $1.19M | 23.79K | -2.8% | ▼ Trim | 2 |
| 285 | ORCL Oracle Corporation | 0.0% | $1.19M | 8.11K | -53.0% | ▼ Trim | 2 |
| 286 | IBTL ISHARES TR | 0.0% | $1.17M | 57.44K | +1.6% | ▲ Add | 2 |
| 287 | UNP Union Pacific Corporation | 0.0% | $1.13M | 4.67K | +7.9% | ▲ Add | 2 |
| 288 | DVY iShares Select Dividend ETF | 0.0% | $1.13M | 7.47K | -0.6% | ▼ Trim | 2 |
| 289 | SCZ iShares MSCI EAFE Small-Cap… | 0.0% | $1.12M | 14.27K | -0.5% | ▼ Trim | 2 |
| 290 | QUAL iShares MSCI USA Quality… | 0.0% | $1.12M | 5.82K | +9.4% | ▲ Add | 2 |
| 291 | XLB State Street Materials… | 0.0% | $1.11M | 22.12K | +5.2% | ▲ Add | 2 |
| 292 | IBMQ ISHARES TR | 0.0% | $1.09M | 42.84K | -3.1% | ▼ Trim | 2 |
| 293 | LRCX Lam Research Corporation | 0.0% | $1.08M | 5.08K | +108.3% | ▲ Add | 2 |
| 294 | APP AppLovin Corporation | 0.0% | $1.08M | 2.71K | -35.2% | ▼ Trim | 2 |
| 295 | CEG Constellation Energy… | 0.0% | $1.06M | 3.79K | +0.6% | ▲ Add | 2 |
| 296 | MTUM iShares MSCI USA Momentum… | 0.0% | $1.06M | 4.41K | +12.5% | ▲ Add | 2 |
| 297 | TSM Taiwan Semiconductor… | 0.0% | $1.04M | 3.09K | -10.8% | ▼ Trim | 2 |
| 298 | EMXC iShares MSCI Emerging… | 0.0% | $1.04M | 13.19K | -11.8% | ▼ Trim | 2 |
| 299 | NVS Novartis AG | 0.0% | $1.03M | 6.77K | +1.5% | ▲ Add | 2 |
| 300 | IBMP ISHARES TR | 0.0% | $1.03M | 40.43K | -3.4% | ▼ Trim | 2 |
| 301 | XLC State Street Communication… | 0.0% | $1.02M | 9.21K | +3.5% | ▲ Add | 2 |
| 302 | DCOR DIMENSIONAL ETF TRUST | 0.0% | $1.02M | 14.09K | -26.1% | ▼ Trim | 2 |
| 303 | VFH Vanguard Financials ETF | 0.0% | $1.01M | 8.37K | -10.5% | ▼ Trim | 2 |
| 304 | XLF State Street Financial… | 0.0% | $1.00M | 20.34K | +2.1% | ▲ Add | 2 |
| 305 | MRK Merck & Co., Inc. | 0.0% | $1.00M | 8.35K | -1.4% | ▼ Trim | 2 |
| 306 | VT Vanguard Total World Stock… | 0.0% | $997,979 | 7.21K | -5.7% | ▼ Trim | 2 |
| 307 | KO The Coca-Cola Company | 0.0% | $976,482 | 12.84K | -2.5% | ▼ Trim | 2 |
| 308 | SON Sonoco Products Company | 0.0% | $970,025 | 17.93K | -28.6% | ▼ Trim | 2 |
| 309 | OVV Ovintiv Inc. | 0.0% | $965,168 | 16.26K | -13.8% | ▼ Trim | 2 |
| 310 | CLPT CLEARPOINT NEURO INC | 0.0% | $955,800 | 105.03K | 0.0% | Held | 2 |
| 311 | EDV Vanguard Extended Duration… | 0.0% | $952,037 | 14.66K | -58.1% | ▼ Trim | 2 |
| 312 | HYMU BLACKROCK ETF TRUST II | 0.0% | $943,667 | 42.85K | +5.7% | ▲ Add | 2 |
| 313 | VIS Vanguard Industrials ETF | 0.0% | $940,407 | 3.01K | 0.0% | Held | 2 |
| 314 | KNF Knife River Corporation | 0.0% | $934,861 | 11.45K | -3.3% | ▼ Trim | 2 |
| 315 | ACWI iShares MSCI ACWI ETF | 0.0% | $932,199 | 6.74K | -33.2% | ▼ Trim | 2 |
| 316 | JMST JPMorgan Ultra-Short… | 0.0% | $899,695 | 17.65K | Novo | New | 1 |
| 317 | AMD Advanced Micro Devices, Inc. | 0.0% | $893,755 | 4.39K | -16.2% | ▼ Trim | 2 |
| 318 | COP ConocoPhillips | 0.0% | $891,396 | 6.75K | -5.6% | ▼ Trim | 2 |
| 319 | AMAT Applied Materials, Inc. | 0.0% | $881,818 | 2.58K | -10.2% | ▼ Trim | 2 |
| 320 | SYM Symbotic Inc. | 0.0% | $860,244 | 16.17K | +1.0% | ▲ Add | 2 |
| 321 | GSLC Goldman Sachs ActiveBeta… | 0.0% | $858,541 | 6.86K | +2.6% | ▲ Add | 2 |
| 322 | GM General Motors Company | 0.0% | $850,646 | 11.42K | Novo | New | 1 |
| 323 | XLY State Street Consumer… | 0.0% | $841,653 | 7.72K | +9.6% | ▲ Add | 2 |
| 324 | T AT&T Inc. | 0.0% | $841,290 | 29.02K | -3.2% | ▼ Trim | 2 |
| 325 | XLP State Street Consumer… | 0.0% | $831,687 | 10.14K | +0.7% | ▲ Add | 2 |
| 326 | PBD INVESCO EXCH TRADED FD TR II | 0.0% | $819,509 | 45.71K | -8.9% | ▼ Trim | 2 |
| 327 | CRM Salesforce, Inc. | 0.0% | $802,868 | 4.30K | -17.3% | ▼ Trim | 2 |
| 328 | XLV State Street Health Care… | 0.0% | $787,736 | 5.37K | -2.8% | ▼ Trim | 2 |
| 329 | IYW iShares U.S. Technology ETF | 0.0% | $782,102 | 4.31K | -0.2% | ▼ Trim | 2 |
| 330 | DFIS Dimensional - International… | 0.0% | $780,976 | 23.20K | +2.3% | ▲ Add | 2 |
| 331 | CMCSA Comcast Corporation | 0.0% | $776,031 | 27.03K | -12.6% | ▼ Trim | 2 |
| 332 | FNOV FIRST TR EXCHNG TRADED FD VI | 0.0% | $774,024 | 14.50K | -1.1% | ▼ Trim | 2 |
| 333 | BKMC BNY MELLON ETF TRUST | 0.0% | $768,281 | 6.96K | +4.1% | ▲ Add | 2 |
| 334 | CI Cigna Corporation | 0.0% | $764,772 | 2.87K | -2.4% | ▼ Trim | 2 |
| 335 | LOW Lowe's Companies, Inc. | 0.0% | $760,822 | 3.22K | -4.6% | ▼ Trim | 2 |
| 336 | VTWG VANGUARD SCOTTSDALE FDS | 0.0% | $760,406 | 3.32K | -10.6% | ▼ Trim | 2 |
| 337 | DE Deere & Company | 0.0% | $758,202 | 1.35K | -23.5% | ▼ Trim | 2 |
| 338 | VDE Vanguard Energy ETF | 0.0% | $757,742 | 4.38K | -11.4% | ▼ Trim | 2 |
| 339 | VFVA VANGUARD WELLINGTON FD | 0.0% | $737,797 | 5.48K | -1.4% | ▼ Trim | 2 |
| 340 | PM Philip Morris International… | 0.0% | $735,928 | 4.45K | +40.2% | ▲ Add | 2 |
| 341 | VALQ AMERICAN CENTY ETF TR | 0.0% | $727,589 | 11.19K | 0.0% | Held | 2 |
| 342 | SLV iShares Silver Trust | 0.0% | $720,265 | 10.57K | Novo | New | 1 |
| 343 | VONG Vanguard Russell 1000… | 0.0% | $715,179 | 6.52K | +4.8% | ▲ Add | 2 |
| 344 | GGG Graco Inc. | 0.0% | $715,066 | 8.45K | +2.6% | ▲ Add | 2 |
| 345 | VGT Vanguard Information… | 0.0% | $714,066 | 8.19K | +97.7% | ▲ Add | 2 |
| 346 | ADBE Adobe Inc. | 0.0% | $709,794 | 2.92K | +1.1% | ▲ Add | 2 |
| 347 | ADI Analog Devices, Inc. | 0.0% | $695,772 | 2.19K | -0.8% | ▼ Trim | 2 |
| 348 | EBAY eBay Inc. | 0.0% | $691,297 | 7.59K | -6.4% | ▼ Trim | 2 |
| 349 | ARTY iShares Future AI & Tech ETF | 0.0% | $685,806 | 14.74K | -0.1% | ▼ Trim | 2 |
| 350 | CVIE MORGAN STANLEY ETF TRUST | 0.0% | $681,033 | 9.37K | -6.0% | ▼ Trim | 2 |
| 351 | AMCR Amcor plc | 0.0% | $675,941 | 17.00K | -2.5% ✂ | ▼ Trim | 2 |
| 352 | COF Capital One Financial… | 0.0% | $661,674 | 3.63K | -48.1% | ▼ Trim | 2 |
| 353 | MCD McDonald's Corporation | 0.0% | $652,037 | 2.10K | -13.3% | ▼ Trim | 2 |
| 354 | DIA State Street SPDR Dow Jones… | 0.0% | $650,782 | 1.41K | +2.0% | ▲ Add | 2 |
| 355 | VOX Vanguard Communication… | 0.0% | $645,446 | 3.59K | +0.3% | ▲ Add | 2 |
| 356 | AVRE AMERICAN CENTY ETF TR | 0.0% | $638,158 | 14.50K | 0.0% | Held | 2 |
| 357 | IWY iShares Russell Top 200… | 0.0% | $636,782 | 2.56K | +0.6% | ▲ Add | 2 |
| 358 | IDEV iShares Core MSCI… | 0.0% | $634,798 | 7.60K | +4.8% | ▲ Add | 2 |
| 359 | IQLT iShares MSCI Intl Quality… | 0.0% | $630,993 | 13.65K | -1.0% | ▼ Trim | 2 |
| 360 | RSP Invesco S&P 500 Equal… | 0.0% | $626,619 | 3.27K | +19.8% | ▲ Add | 2 |
| 361 | DELL Dell Technologies Inc. | 0.0% | $620,740 | 3.78K | Novo | New | 1 |
| 362 | TJX The TJX Companies, Inc. | 0.0% | $616,921 | 3.86K | -2.7% | ▼ Trim | 2 |
| 363 | DIS The Walt Disney Company | 0.0% | $612,013 | 6.35K | -34.4% | ▼ Trim | 2 |
| 364 | IBTM ISHARES TR | 0.0% | $611,279 | 26.66K | +2.7% | ▲ Add | 2 |
| 365 | FIX Comfort Systems USA, Inc. | 0.0% | $602,619 | 437 | +1.4% | ▲ Add | 2 |
| 366 | AWK American Water Works… | 0.0% | $593,216 | 4.36K | -0.2% | ▼ Trim | 2 |
| 367 | OEF iShares S&P 100 ETF | 0.0% | $585,249 | 1.84K | -14.2% | ▼ Trim | 2 |
| 368 | IUSG iShares Core S&P U.S.… | 0.0% | $580,732 | 3.74K | +6.2% | ▲ Add | 2 |
| 369 | ILCV ISHARES TR | 0.0% | $579,983 | 6.23K | -8.7% | ▼ Trim | 2 |
| 370 | KKR KKR & Co. Inc. | 0.0% | $575,628 | 6.22K | -21.6% | ▼ Trim | 2 |
| 371 | PEP PepsiCo, Inc. | 0.0% | $571,312 | 3.68K | -6.9% | ▼ Trim | 2 |
| 372 | AXP American Express Company | 0.0% | $570,175 | 1.89K | -14.7% | ▼ Trim | 2 |
| 373 | FUL H.B. Fuller Company | 0.0% | $562,909 | 9.13K | +10.9% | ▲ Add | 2 |
| 374 | PULS PGIM Ultra Short Bond ETF | 0.0% | $557,568 | 11.26K | -0.1% | ▼ Trim | 2 |
| 375 | TRN Trinity Industries, Inc. | 0.0% | $555,679 | 17.27K | -0.8% | ▼ Trim | 2 |
| 376 | PFE Pfizer Inc. | 0.0% | $553,934 | 19.73K | +21.7% | ▲ Add | 2 |
| 377 | CL Colgate-Palmolive Company | 0.0% | $546,665 | 6.41K | +2.1% | ▲ Add | 2 |
| 378 | C Citigroup Inc. | 0.0% | $528,717 | 4.66K | -3.0% | ▼ Trim | 2 |
| 379 | MMM 3M Company | 0.0% | $527,475 | 3.63K | -31.3% | ▼ Trim | 2 |
| 380 | COWZ Pacer US Cash Cows 100 ETF | 0.0% | $522,313 | 8.35K | +4.1% | ▲ Add | 2 |
| 381 | CVS CVS Health Corp. | 0.0% | $521,629 | 7.26K | -17.1% | ▼ Trim | 2 |
| 382 | GD General Dynamics Corporation | 0.0% | $518,949 | 1.51K | -2.7% | ▼ Trim | 2 |
| 383 | F Ford Motor Company | 0.0% | $517,878 | 44.88K | +41.3% | ▲ Add | 2 |
| 384 | VKTX Viking Therapeutics, Inc. | 0.0% | $509,609 | 15.66K | +0.3% | ▲ Add | 2 |
| 385 | DAL Delta Air Lines, Inc. | 0.0% | $507,019 | 7.63K | Novo | New | 1 |
| 386 | QCOM QUALCOMM Incorporated | 0.0% | $506,205 | 3.93K | -44.8% | ▼ Trim | 2 |
| 387 | RSPT Invesco S&P 500 Equal… | 0.0% | $503,461 | 11.12K | +1.1% | ▲ Add | 2 |
| 388 | GILD Gilead Sciences, Inc. | 0.0% | $502,847 | 3.61K | +8.6% | ▲ Add | 2 |
| 389 | FDX FedEx Corporation | 0.0% | $498,296 | 1.40K | -12.0% | ▼ Trim | 2 |
| 390 | YUM Yum! Brands, Inc. | 0.0% | $496,292 | 3.19K | -5.3% | ▼ Trim | 2 |
| 391 | FNDX Schwab Fundamental U.S.… | 0.0% | $489,492 | 17.58K | +19.4% | ▲ Add | 2 |
| 392 | TMUS T-Mobile US, Inc. | 0.0% | $485,589 | 2.31K | +2.4% | ▲ Add | 2 |
| 393 | VCR Vanguard Consumer… | 0.0% | $481,100 | 1.34K | +0.8% | ▲ Add | 2 |
| 394 | VLUE iShares MSCI USA Value… | 0.0% | $481,029 | 3.38K | 0.0% | Held | 2 |
| 395 | TER Teradyne, Inc. | 0.0% | $478,783 | 1.61K | -0.7% | ▼ Trim | 2 |
| 396 | HIG The Hartford Insurance… | 0.0% | $478,714 | 3.54K | -3.2% | ▼ Trim | 2 |
| 397 | SCHO Schwab Short-Term U.S.… | 0.0% | $470,887 | 19.40K | -15.6% | ▼ Trim | 2 |
| 398 | ANET Arista Networks, Inc. | 0.0% | $467,185 | 3.81K | +21.1% | ▲ Add | 2 |
| 399 | IBTO ISHARES TR | 0.0% | $462,821 | 18.98K | -15.1% | ▼ Trim | 2 |
| 400 | IXUS iShares Core MSCI Total… | 0.0% | $461,098 | 5.32K | -6.1% | ▼ Trim | 2 |
| 401 | VGLT Vanguard Long-Term Treasury… | 0.0% | $460,332 | 8.32K | -21.1% | ▼ Trim | 2 |
| 402 | TXN Texas Instruments… | 0.0% | $459,918 | 2.37K | -12.6% | ▼ Trim | 2 |
| 403 | VTC VANGUARD SCOTTSDALE FDS | 0.0% | $454,373 | 5.91K | -58.9% | ▼ Trim | 2 |
| 404 | DDM PROSHARES TR | 0.0% | $449,712 | 8.64K | +0.3% | ▲ Add | 2 |
| 405 | MU Micron Technology, Inc. | 0.0% | $445,434 | 1.32K | +62.1% | ▲ Add | 2 |
| 406 | NKE NIKE, Inc. | 0.0% | $442,896 | 8.38K | 0.0% | ▼ Trim | 2 |
| 407 | DNP DNP SELECT INCOME FD INC | 0.0% | $439,686 | 42.69K | +0.7% | ▲ Add | 2 |
| 408 | TMDX TransMedics Group, Inc. | 0.0% | $437,901 | 4.41K | +1.0% | ▲ Add | 2 |
| 409 | QTUM Defiance Quantum ETF | 0.0% | $436,540 | 4.07K | +5.9% | ▲ Add | 2 |
| 410 | ISCG ISHARES TR | 0.0% | $436,153 | 7.96K | -3.0% | ▼ Trim | 2 |
| 411 | EBC Eastern Bankshares, Inc. | 0.0% | $430,594 | 22.01K | 0.0% | Held | 2 |
| 412 | VDC Vanguard Consumer Staples… | 0.0% | $426,047 | 1.90K | -0.3% | ▼ Trim | 2 |
| 413 | EME EMCOR Group, Inc. | 0.0% | $422,313 | 572 | +2.3% | ▲ Add | 2 |
| 414 | CRWD CrowdStrike Holdings, Inc. | 0.0% | $417,739 | 1.07K | +14.6% | ▲ Add | 2 |
| 415 | ED Consolidated Edison, Inc. | 0.0% | $417,521 | 3.69K | -1.8% | ▼ Trim | 2 |
| 416 | PCG PG&E Corporation | 0.0% | $416,971 | 23.73K | Novo | New | 1 |
| 417 | MGK Vanguard Morningstar Mega… | 0.0% | $416,456 | 5.67K | +31.7% | ▲ Add | 2 |
| 418 | AQST Aquestive Therapeutics, Inc. | 0.0% | $404,554 | 97.48K | 0.0% | Held | 2 |
| 419 | BBBI BONDBLOXX ETF TRUST | 0.0% | $403,726 | 7.85K | 0.0% | Held | 2 |
| 420 | MO Altria Group, Inc. | 0.0% | $400,493 | 6.07K | +9.8% | ▲ Add | 2 |
| 421 | USMV iShares MSCI USA Min Vol… | 0.0% | $395,722 | 4.27K | +3.8% | ▲ Add | 2 |
| 422 | IYF iShares U.S. Financials ETF | 0.0% | $395,455 | 3.36K | -4.2% | ▼ Trim | 2 |
| 423 | PGR The Progressive Corporation | 0.0% | $393,308 | 1.98K | -4.3% | ▼ Trim | 2 |
| 424 | EXC Exelon Corporation | 0.0% | $389,175 | 7.94K | -6.8% | ▼ Trim | 2 |
| 425 | PKW INVESCO EXCHANGE TRADED FD T | 0.0% | $381,673 | 2.91K | 0.0% | Held | 2 |
| 426 | PAG Penske Automotive Group… | 0.0% | $381,080 | 2.55K | -26.8% | ▼ Trim | 2 |
| 427 | SPAB State Street SPDR Portfolio… | 0.0% | $380,329 | 14.85K | -0.2% | ▼ Trim | 2 |
| 428 | ACN Accenture plc | 0.0% | $378,932 | 1.91K | -10.4% | ▼ Trim | 2 |
| 429 | SPGM SPDR INDEX SHS FDS | 0.0% | $378,171 | 5.00K | -2.1% | ▼ Trim | 2 |
| 430 | FNF Fidelity National… | 0.0% | $374,611 | 8.08K | +0.1% | ▲ Add | 2 |
| 431 | VTEC VANGUARD CALIF TAX FREE FDS | 0.0% | $372,343 | 3.76K | Novo | New | 1 |
| 432 | TRV The Travelers Companies… | 0.0% | $371,892 | 1.27K | -46.9% | ▼ Trim | 2 |
| 433 | VIOO Vanguard S&P Small-Cap 600… | 0.0% | $369,064 | 3.21K | -34.4% | ▼ Trim | 2 |
| 434 | MOAT VanEck Morningstar Wide… | 0.0% | $367,750 | 3.80K | 0.0% | Held | 2 |
| 435 | CACI CACI International Inc | 0.0% | $364,992 | 671 | -1.8% | ▼ Trim | 2 |
| 436 | AEP American Electric Power… | 0.0% | $364,927 | 2.78K | +1.8% | ▲ Add | 2 |
| 437 | PSX Phillips 66 | 0.0% | $361,445 | 1.98K | -13.4% | ▼ Trim | 2 |
| 438 | ITW Illinois Tool Works Inc. | 0.0% | $358,419 | 1.38K | -3.2% | ▼ Trim | 2 |
| 439 | EWJ iShares MSCI Japan ETF | 0.0% | $357,688 | 4.24K | -5.5% | ▼ Trim | 2 |
| 440 | VGSH Vanguard Short-Term… | 0.0% | $354,635 | 6.06K | -20.4% | ▼ Trim | 2 |
| 441 | APH Amphenol Corporation | 0.0% | $350,874 | 2.78K | -9.3% | ▼ Trim | 2 |
| 442 | IBMS ISHARES TR | 0.0% | $349,299 | 13.52K | -9.5% | ▼ Trim | 2 |
| 443 | IBMR ISHARES TR | 0.0% | $347,625 | 13.71K | -8.9% | ▼ Trim | 2 |
| 444 | BX Blackstone Inc. | 0.0% | $341,405 | 2.97K | +0.2% | ▲ Add | 2 |
| 445 | ING ING Groep N.V. | 0.0% | $338,103 | 12.98K | +2.0% | ▲ Add | 2 |
| 446 | MPC Marathon Petroleum… | 0.0% | $333,794 | 1.37K | +5.2% | ▲ Add | 2 |
| 447 | BITW BITWISE 10 CRYPTO INDEX ETF | 0.0% | $332,010 | 7.44K | Novo | New | 1 |
| 448 | CSM PROSHARES TR | 0.0% | $328,909 | 4.40K | 0.0% | Held | 2 |
| 449 | CB Chubb Limited | 0.0% | $326,256 | 1.00K | Novo | New | 1 |
| 450 | UMMA LISTED FDS TR | 0.0% | $324,595 | 10.59K | -0.5% | ▼ Trim | 2 |
| 451 | NEA NUVEEN AMT FREE QLTY MUN INC | 0.0% | $323,795 | 28.83K | 0.0% | Held | 2 |
| 452 | IYC ISHARES TR | 0.0% | $323,616 | 3.34K | +5.5% | ▲ Add | 2 |
| 453 | PCAR PACCAR Inc | 0.0% | $322,130 | 2.79K | -4.2% | ▼ Trim | 2 |
| 454 | USB U.S. Bancorp | 0.0% | $319,029 | 6.13K | -74.9% | ▼ Trim | 2 |
| 455 | ELF e.l.f. Beauty, Inc. | 0.0% | $318,506 | 5.25K | Novo | New | 1 |
| 456 | UCON First Trust Smith… | 0.0% | $317,378 | 12.81K | +1.6% | ▲ Add | 2 |
| 457 | ROK Rockwell Automation, Inc. | 0.0% | $316,891 | 883 | +2.0% | ▲ Add | 2 |
| 458 | UPS United Parcel Service, Inc. | 0.0% | $316,193 | 3.21K | +1.3% | ▲ Add | 2 |
| 459 | XLU State Street Utilities… | 0.0% | $314,805 | 6.86K | -4.3% | ▼ Trim | 2 |
| 460 | MAR Marriott International, Inc. | 0.0% | $313,333 | 958 | +4.8% | ▲ Add | 2 |
| 461 | GTO Invesco Total Return Bond… | 0.0% | $308,329 | 6.58K | +1.4% | ▲ Add | 2 |
| 462 | HLAL LISTED FDS TR | 0.0% | $307,752 | 5.19K | +2.8% | ▲ Add | 2 |
| 463 | FDNI FIRST TR EXCHANGE-TRADED FD | 0.0% | $307,452 | 11.29K | 0.0% | Held | 2 |
| 464 | CATH GLOBAL X FDS | 0.0% | $307,051 | 3.93K | 0.0% | Held | 2 |
| 465 | SIVR abrdn Physical Silver… | 0.0% | $303,054 | 4.23K | 0.0% | Held | 2 |
| 466 | GLW Corning Inc | 0.0% | $301,717 | 2.22K | -11.4% | ▼ Trim | 2 |
| 467 | GDX VanEck Gold Miners ETF | 0.0% | $297,151 | 3.24K | +5.9% | ▲ Add | 2 |
| 468 | PLD Prologis, Inc. | 0.0% | $295,819 | 2.24K | -7.8% | ▼ Trim | 2 |
| 469 | PFF iShares Preferred and… | 0.0% | $291,557 | 9.62K | -22.9% | ▼ Trim | 2 |
| 470 | SPLV Invesco S&P 500 Low… | 0.0% | $291,317 | 3.98K | -3.8% | ▼ Trim | 2 |
| 471 | URA Global X - Uranium ETF | 0.0% | $290,580 | 6.00K | 0.0% | Held | 2 |
| 472 | IGM iShares Expanded Tech… | 0.0% | $289,875 | 2.45K | 0.0% | Held | 2 |
| 473 | SMH VanEck Semiconductor ETF | 0.0% | $289,850 | 756 | Novo | New | 1 |
| 474 | FPX FIRST TR EXCHANGE-TRADED FD | 0.0% | $285,064 | 1.79K | -0.4% | ▼ Trim | 2 |
| 475 | TOTL State Street DoubleLine… | 0.0% | $283,474 | 7.13K | +0.3% | ▲ Add | 2 |
| 476 | PH Parker-Hannifin Corporation | 0.0% | $282,896 | 316 | -22.4% | ▼ Trim | 2 |
| 477 | VRTX Vertex Pharmaceuticals… | 0.0% | $277,301 | 621 | -4.9% | ▼ Trim | 2 |
| 478 | VRT Vertiv Holdings Co | 0.0% | $275,889 | 1.10K | Novo | New | 1 |
| 479 | VEGN ETF SER SOLUTIONS | 0.0% | $270,059 | 4.78K | 0.0% | Held | 2 |
| 480 | CARR Carrier Global Corporation | 0.0% | $268,430 | 4.77K | -13.9% | ▼ Trim | 2 |
| 481 | ESGU iShares ESG Aware MSCI USA… | 0.0% | $263,465 | 1.86K | +0.2% | ▲ Add | 2 |
| 482 | UBER Uber Technologies, Inc. | 0.0% | $258,948 | 3.60K | -22.0% | ▼ Trim | 2 |
| 483 | MDLZ Mondelez International, Inc. | 0.0% | $258,746 | 4.49K | +3.1% | ▲ Add | 2 |
| 484 | WEC WEC Energy Group, Inc. | 0.0% | $258,514 | 2.23K | -28.2% | ▼ Trim | 2 |
| 485 | KR The Kroger Co. | 0.0% | $256,444 | 3.54K | +0.2% | ▲ Add | 2 |
| 486 | IWX iShares Russell Top 200… | 0.0% | $254,286 | 2.74K | 0.0% | Held | 2 |
| 487 | EEMX SPDR INDEX SHS FDS | 0.0% | $253,333 | 5.73K | -95.0% | ▼ Trim | 2 |
| 488 | ASML ASML Holding N.V. | 0.0% | $250,958 | 190 | Novo | New | 1 |
| 489 | AG First Majestic Silver Corp. | 0.0% | $250,886 | 11.68K | -10.3% | ▼ Trim | 2 |
| 490 | UL Unilever PLC | 0.0% | $249,586 | 4.38K | +2.7% | ▲ Add | 2 |
| 491 | DUK Duke Energy Corporation | 0.0% | $245,120 | 1.87K | Novo | New | 1 |
| 492 | ROBO EXCHANGE TRADED CONCEPTS TRU | 0.0% | $241,353 | 3.53K | -10.0% | ▼ Trim | 2 |
| 493 | VCLT Vanguard Long-Term… | 0.0% | $240,001 | 3.21K | -1.6% | ▼ Trim | 2 |
| 494 | ARKQ ARK ETF TR | 0.0% | $238,956 | 2.12K | 0.0% | Held | 2 |
| 495 | ICOP ISHARES TR | 0.0% | $237,887 | 5.00K | 0.0% | Held | 2 |
| 496 | AIQ Global X - Artificial… | 0.0% | $236,524 | 5.07K | -0.7% | ▼ Trim | 2 |
| 497 | ES Eversource Energy | 0.0% | $234,790 | 3.39K | -12.3% | ▼ Trim | 2 |
| 498 | FNDA Schwab Fundamental U.S.… | 0.0% | $234,696 | 7.24K | Novo | New | 1 |
| 499 | SHOP Shopify Inc. | 0.0% | $230,716 | 1.95K | -37.1% | ▼ Trim | 2 |
| 500 | VLO Valero Energy Corporation | 0.0% | $229,043 | 927 | -36.0% | ▼ Trim | 2 |
Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| ESGE iShares ESG Aware MSCI… | 100.12K | n/a | Novo | $4.55M | 0.0% | |
| NBTB NBT Bancorp Inc. | 29.43K | n/a | Novo | $1.25M | 0.0% | |
| JMST JPMorgan Ultra-Short… | 17.65K | n/a | Novo | $899,695 | 0.0% | |
| GM General Motors Company | 11.42K | n/a | Novo | $850,646 | 0.0% | |
| SLV iShares Silver Trust | 10.57K | n/a | Novo | $720,265 | 0.0% | |
| DELL Dell Technologies Inc. | 3.78K | n/a | Novo | $620,740 | 0.0% | |
| DAL Delta Air Lines, Inc. | 7.63K | n/a | Novo | $507,019 | 0.0% | |
| PCG PG&E Corporation | 23.73K | n/a | Novo | $416,971 | 0.0% | |
| VTEC | 3.76K | n/a | Novo | $372,343 | 0.0% | |
| BITW | 7.44K | n/a | Novo | $332,010 | 0.0% | |
| CB Chubb Limited | 1.00K | n/a | Novo | $326,256 | 0.0% | |
| ELF e.l.f. Beauty, Inc. | 5.25K | n/a | Novo | $318,506 | 0.0% | |
| SMH VanEck Semiconductor ETF | 756 | n/a | Novo | $289,850 | 0.0% | |
| VRT Vertiv Holdings Co | 1.10K | n/a | Novo | $275,889 | 0.0% | |
| ASML ASML Holding N.V. | 190 | n/a | Novo | $250,958 | 0.0% | |
| DUK Duke Energy Corporation | 1.87K | n/a | Novo | $245,120 | 0.0% | |
| FNDA Schwab Fundamental U.S.… | 7.24K | n/a | Novo | $234,696 | 0.0% | |
| ITA iShares U.S. Aerospace… | 1.04K | n/a | Novo | $228,156 | 0.0% | |
| DYNF iShares U.S. Equity… | 3.81K | n/a | Novo | $221,899 | 0.0% | |
| ASTE Astec Industries, Inc. | 4.05K | n/a | Novo | $218,157 | 0.0% | |
| FLR Fluor Corporation | 4.67K | n/a | Novo | $217,856 | 0.0% | |
| RPG | 4.59K | n/a | Novo | $214,490 | 0.0% | |
| GLDM SPDR Gold MiniShares… | 2.29K | n/a | Novo | $211,797 | 0.0% | |
| CRWV CoreWeave, Inc. Class A… | 2.62K | n/a | Novo | $202,894 | 0.0% | |
| ISTB iShares Core 1-5 Year… | 4.16K | n/a | Novo | $201,691 | 0.0% | |
| SHEL Shell plc | 2.16K | n/a | Novo | $200,601 | 0.0% | |
| ADTN ADTRAN Holdings Inc. | 14.52K | n/a | Novo | $182,634 | 0.0% | |
| FATE | 10.99K | n/a | Novo | $13,190 | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| IGIB iShares 5-10 Year… | 63.68M | 63.17M | +0.8% | $3.39B | 6.9% | |
| VUG Vanguard Morningstar… | 6.50M | 6.49M | +0.1% | $473.42M | 1.0% | |
| SPYG State Street SPDR… | 17.40M | 17.29M | +0.7% | $1.70B | 3.5% | |
| SPTL State Street SPDR… | 54.68M | 54.24M | +0.8% | $1.44B | 2.9% | |
| SPTI State Street SPDR… | 44.66M | 44.09M | +1.3% | $1.28B | 2.6% | |
| SCHG Schwab U.S. Large-Cap… | 34.11M | 33.98M | +0.4% | $993.49M | 2.0% | |
| IAGG iShares Core… | 16.42M | 16.09M | +2.1% | $821.61M | 1.7% | |
| AKRE Akre Focus ETF | 5.32M | 4.77M | +11.4% | $281.02M | 0.6% | |
| TECB | 3.95M | 3.94M | +0.4% | $219.28M | 0.4% | |
| SCHZ Schwab U.S. Aggregate… | 5.41M | 5.40M | +0.3% | $125.71M | 0.3% | |
| DFAC Dimensional - US Core… | 3.11M | 3.07M | +1.4% | $120.80M | 0.2% | |
| VCRB Vanguard Core Bond ETF | 982.68K | 929.29K | +5.8% | $76.04M | 0.2% | |
| AVLV Avantis U.S. Large Cap… | 648.67K | 639.77K | +1.4% | $52.29M | 0.1% | |
| AAPL Apple Inc. | 182.42K | 176.77K | +3.2% | $46.30M | 0.1% | |
| MSFT Microsoft Corporation | 96.04K | 94.43K | +1.7% | $35.55M | 0.1% | |
| NVDA NVIDIA Corporation | 215.50K | 211.98K | +1.7% | $37.58M | 0.1% | |
| IBIT iShares Bitcoin Trust… | 977.60K | 786.17K | +24.4% | $37.56M | 0.1% | |
| IUSV iShares Core S&P U.S.… | 344.71K | 289.01K | +19.3% | $35.25M | 0.1% | |
| TFI State Street SPDR… | 751.41K | 724.24K | +3.8% | $34.07M | 0.1% | |
| SHM State Street SPDR… | 668.32K | 664.96K | +0.5% | $31.97M | 0.1% | |
| SPY State Street SPDR S&P… | 41.52K | 41.52K | 0.0% | $27.00M | 0.1% | |
| DFAI Dimensional -… | 605.55K | 409.54K | +47.9% | $23.59M | 0.0% | |
| BIV Vanguard… | 301.43K | 301.15K | +0.1% | $23.26M | 0.0% | |
| GOOG Alphabet Inc. | 70.44K | 68.38K | +3.0% | $20.21M | 0.0% | |
| MBB iShares MBS ETF | 221.27K | 196.26K | +12.7% | $21.01M | 0.0% | |
| SHV iShares Trust iShares… | 157.04K | 151.48K | +3.7% | $17.34M | 0.0% | |
| SPBO State Street SPDR… | 582.06K | 566.71K | +2.7% | $16.90M | 0.0% | |
| ESGD iShares ESG Aware MSCI… | 164.10K | 159.69K | +2.8% | $15.69M | 0.0% | |
| SCHP Schwab US TIPS ETF | 583.34K | 581.10K | +0.4% | $15.52M | 0.0% | |
| DFAS Dimensional - US Small… | 208.52K | 200.28K | +4.1% | $14.83M | 0.0% | |
| BA The Boeing Company | 64.42K | 63.52K | +1.4% | $12.82M | 0.0% | |
| DFSV Dimensional - US Small… | 342.02K | 333.79K | +2.5% | $11.98M | 0.0% | |
| EAGG iShares ESG Aware U.S.… | 229.98K | 225.00K | +2.2% | $10.94M | 0.0% | |
| IBTH | 342.24K | 340.20K | +0.6% | $7.68M | 0.0% | |
| USSG | 125.86K | 120.49K | +4.5% | $7.51M | 0.0% | |
| CVMC | 114.16K | 110.53K | +3.3% | $7.31M | 0.0% | |
| IBTI | 306.13K | 298.83K | +2.5% | $6.82M | 0.0% | |
| ESGV Vanguard ESG U.S. Stock… | 59.17K | 56.04K | +5.6% | $6.64M | 0.0% | |
| EFIV | 98.20K | 94.47K | +3.9% | $6.19M | 0.0% | |
| NFLX Netflix, Inc. | 64.06K | 56.62K | +13.2% | $6.16M | 0.0% | |
| SCHB Schwab U.S. Broad… | 235.38K | 233.56K | +0.8% | $5.91M | 0.0% | |
| MINT PIMCO Enhanced Short… | 60.40K | 48.40K | +24.8% | $6.07M | 0.0% | |
| COST Costco Wholesale… | 4.94K | 4.70K | +5.1% | $4.92M | 0.0% | |
| SPIP | 184.06K | 165.44K | +11.3% | $4.79M | 0.0% | |
| AVGO Broadcom Inc. | 13.46K | 13.26K | +1.5% | $4.17M | 0.0% | |
| XONA.DE Exxon Mobil Corporation | 25.81K | 23.53K | +9.7% | $4.38M | 0.0% | |
| VOT Vanguard Morningstar… | 16.25K | 15.67K | +3.7% | $4.18M | 0.0% | |
| GRNB | 177.32K | 155.37K | +14.1% | $4.25M | 0.0% | |
| TLT iShares 20+ Year… | 47.25K | 46.41K | +1.8% | $4.10M | 0.0% | |
| IBTJ | 184.73K | 169.77K | +8.8% | $4.04M | 0.0% | |
| HACK | 49.51K | 49.45K | +0.1% | $3.72M | 0.0% | |
| FREL | 134.42K | 132.76K | +1.2% | $3.62M | 0.0% | |
| FDIG | 100.76K | 93.53K | +7.7% | $3.30M | 0.0% | |
| STCE | 64.11K | 58.58K | +9.4% | $3.33M | 0.0% | |
| MDU MDU Resources Group… | 164.17K | 48.82K | +236.3% | $3.40M | 0.0% | |
| VTES | 33.54K | 33.34K | +0.6% | $3.39M | 0.0% | |
| IPAY | 66.98K | 62.91K | +6.5% | $2.87M | 0.0% | |
| WMT Walmart Inc. | 25.58K | 24.96K | +2.5% | $3.18M | 0.0% | |
| VGT Vanguard Information… | 8.19K | 4.14K | +97.7% | $714,066 | 0.0% | |
| JNJ Johnson & Johnson | 12.03K | 11.45K | +5.0% | $2.94M | 0.0% | |
| WT WisdomTree, Inc. | 57.00K | 55.08K | +3.5% | $2.82M | 0.0% | |
| OTTR Otter Tail Corporation | 31.92K | 30.59K | +4.4% | $2.80M | 0.0% | |
| CSCO Cisco Systems, Inc. | 34.80K | 31.90K | +9.1% | $2.70M | 0.0% | |
| ITOT iShares Core S&P Total… | 17.90K | 17.83K | +0.4% | $2.55M | 0.0% | |
| NBBK NB Bancorp, Inc. Common… | 125.72K | 117.71K | +6.8% | $2.65M | 0.0% | |
| ILCG iShares Morningstar… | 27.29K | 16.50K | +65.4% | $2.61M | 0.0% | |
| SDY State Street SPDR S&P… | 17.77K | 16.93K | +5.0% | $2.59M | 0.0% | |
| NOW ServiceNow, Inc. | 17.32K | 16.88K | +2.6% | $1.81M | 0.0% | |
| SPHQ Invesco S&P 500 Quality… | 34.38K | 17.89K | +92.1% | $2.58M | 0.0% | |
| SCHD Schwab U.S. Dividend… | 81.69K | 79.50K | +2.8% | $2.51M | 0.0% | |
| SPTM State Street SPDR… | 31.54K | 26.88K | +17.3% | $2.49M | 0.0% | |
| AVDE Avantis International… | 28.74K | 27.88K | +3.1% | $2.44M | 0.0% | |
| QLD | 33.00K | 32.83K | +0.5% | $2.01M | 0.0% | |
| DVA DaVita Inc. | 14.23K | 13.59K | +4.8% | $2.19M | 0.0% | |
| TIP iShares TIPS Bond ETF | 19.07K | 19.01K | +0.3% | $2.10M | 0.0% | |
| EFV iShares MSCI EAFE Value… | 28.22K | 27.80K | +1.5% | $2.10M | 0.0% | |
| VXF Vanguard Extended… | 10.15K | 9.96K | +1.9% | $2.09M | 0.0% | |
| MUNI PIMCO Intermediate… | 38.74K | 37.67K | +2.9% | $2.02M | 0.0% | |
| IBTK | 100.78K | 96.56K | +4.4% | $1.99M | 0.0% | |
| VOE Vanguard Morningstar… | 10.62K | 10.56K | +0.6% | $1.96M | 0.0% | |
| IBLC | 49.60K | 45.99K | +7.8% | $1.81M | 0.0% | |
| MGK Vanguard Morningstar… | 5.67K | 4.30K | +31.7% | $416,456 | 0.0% | |
| GS The Goldman Sachs… | 1.95K | 1.94K | +0.5% | $1.65M | 0.0% | |
| LMT Lockheed Martin… | 2.78K | 2.54K | +9.7% | $1.68M | 0.0% | |
| UNH UnitedHealth Group… | 5.40K | 5.05K | +6.8% | $1.46M | 0.0% | |
| ETHA iShares Ethereum Trust… | 103.38K | 72.79K | +42.0% | $1.64M | 0.0% | |
| NEE NextEra Energy, Inc. | 16.51K | 15.88K | +4.0% | $1.53M | 0.0% | |
| AMGN Amgen Inc. | 4.27K | 4.18K | +2.2% | $1.50M | 0.0% | |
| VSDM | 18.82K | 7.82K | +140.6% | $1.44M | 0.0% | |
| XLI State Street Industrial… | 8.86K | 8.86K | +0.1% | $1.43M | 0.0% | |
| CEG Constellation Energy… | 3.79K | 3.77K | +0.6% | $1.06M | 0.0% | |
| PTY | 106.03K | 97.41K | +8.8% | $1.28M | 0.0% | |
| AVDV Avantis International… | 12.64K | 12.63K | +0.1% | $1.26M | 0.0% | |
| VUSB Vanguard Ultra-Short… | 24.16K | 18.16K | +33.0% | $1.20M | 0.0% | |
| ETN Eaton Corporation plc | 3.35K | 2.61K | +28.7% | $1.20M | 0.0% | |
| IBTL | 57.44K | 56.55K | +1.6% | $1.17M | 0.0% | |
| UNP Union Pacific… | 4.67K | 4.32K | +7.9% | $1.13M | 0.0% | |
| QUAL iShares MSCI USA… | 5.82K | 5.31K | +9.4% | $1.12M | 0.0% | |
| XLB State Street Materials… | 22.12K | 21.04K | +5.2% | $1.11M | 0.0% | |
| XLF State Street Financial… | 20.34K | 19.93K | +2.1% | $1.00M | 0.0% | |
| LRCX Lam Research Corporation | 5.08K | 2.44K | +108.3% | $1.08M | 0.0% | |
| MTUM iShares MSCI USA… | 4.41K | 3.92K | +12.5% | $1.06M | 0.0% | |
| XLC State Street… | 9.21K | 8.91K | +3.5% | $1.02M | 0.0% | |
| NVS Novartis AG | 6.77K | 6.67K | +1.5% | $1.03M | 0.0% | |
| ADBE Adobe Inc. | 2.92K | 2.89K | +1.1% | $709,794 | 0.0% | |
| SYM Symbotic Inc. | 16.17K | 16.02K | +1.0% | $860,244 | 0.0% | |
| HYMU | 42.85K | 40.53K | +5.7% | $943,667 | 0.0% | |
| GSLC Goldman Sachs… | 6.86K | 6.69K | +2.6% | $858,541 | 0.0% | |
| XLY State Street Consumer… | 7.72K | 7.05K | +9.6% | $841,653 | 0.0% | |
| XLP State Street Consumer… | 10.14K | 10.08K | +0.7% | $831,687 | 0.0% | |
| DFIS Dimensional -… | 23.20K | 22.67K | +2.3% | $780,976 | 0.0% | |
| BKMC | 6.96K | 6.69K | +4.1% | $768,281 | 0.0% | |
| VONG Vanguard Russell 1000… | 6.52K | 6.22K | +4.8% | $715,179 | 0.0% | |
| PM Philip Morris… | 4.45K | 3.17K | +40.2% | $735,928 | 0.0% | |
| GGG Graco Inc. | 8.45K | 8.23K | +2.6% | $715,066 | 0.0% | |
| IWY iShares Russell Top 200… | 2.56K | 2.54K | +0.6% | $636,782 | 0.0% | |
| VOX Vanguard Communication… | 3.59K | 3.58K | +0.3% | $645,446 | 0.0% | |
| DIA State Street SPDR Dow… | 1.41K | 1.38K | +2.0% | $650,782 | 0.0% | |
| IDEV iShares Core MSCI… | 7.60K | 7.25K | +4.8% | $634,798 | 0.0% | |
| RSP Invesco S&P 500 Equal… | 3.27K | 2.73K | +19.8% | $626,619 | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| SPYV State Street SPDR… | 81.41M | 81.81M | -0.5% | $4.61B | 9.4% | |
| SPMB State Street SPDR… | 188.31M | 188.76M | -0.2% | $4.22B | 8.6% | |
| SCHF Schwab International… | 152.57M | 156.96M | -2.8% | $3.78B | 7.7% | |
| SPDW State Street SPDR… | 55.85M | 57.22M | -2.4% | $2.55B | 5.2% | |
| XT iShares Future… | 32.41M | 32.75M | -1.1% | $2.21B | 4.5% | |
| KOMP State Street SPDR S&P… | 29.59M | 29.82M | -0.7% | $1.73B | 3.5% | |
| IWD iShares Russell 1000… | 8.02M | 8.42M | -4.7% | $1.71B | 3.5% | |
| SCHM Schwab U.S. Mid-Cap ETF | 56.84M | 57.97M | -2.0% | $1.76B | 3.6% | |
| SCHV Schwab U.S. Large-Cap… | 48.43M | 50.76M | -4.6% | $1.48B | 3.0% | |
| SCHK Schwab 1000 Index ETF | 43.61M | 43.68M | -0.1% | $1.37B | 2.8% | |
| VWO Vanguard FTSE Emerging… | 24.35M | 24.37M | -0.1% | $1.32B | 2.7% | |
| SCHH Schwab U.S. REIT ETF | 59.89M | 60.04M | -0.3% | $1.29B | 2.6% | |
| LQD iShares iBoxx $… | 10.91M | 11.05M | -1.3% | $1.19B | 2.4% | |
| SPSM State Street SPDR… | 20.67M | 21.13M | -2.1% | $998.94M | 2.0% | |
| IJR iShares Core S&P… | 7.72M | 7.82M | -1.3% | $959.73M | 1.9% | |
| SPEM State Street SPDR… | 16.82M | 17.00M | -1.1% | $789.13M | 1.6% | |
| IJH iShares Core S&P… | 7.90M | 8.22M | -4.0% | $533.44M | 1.1% | |
| SCHE Schwab Emerging Markets… | 15.54M | 16.21M | -4.1% | $512.12M | 1.0% | |
| IEI iShares 3-7 Year… | 4.23M | 4.29M | -1.3% | $501.86M | 1.0% | |
| SPYM State Street SPDR… | 5.05M | 5.07M | -0.3% | $386.57M | 0.8% | |
| NANR | 4.24M | 5.50M | -23.0% | $355.83M | 0.7% | |
| VNQ Vanguard Real Estate ETF | 3.36M | 3.37M | -0.3% | $297.94M | 0.6% | |
| VCSH Vanguard Short-Term… | 2.96M | 2.97M | -0.4% | $234.71M | 0.5% | |
| EFA iShares MSCI EAFE ETF | 1.55M | 1.64M | -5.8% | $150.53M | 0.3% | |
| IVV iShares Core S&P 500 ETF | 207.32K | 218.74K | -5.2% | $135.42M | 0.3% | |
| SCHA Schwab U.S. Small-Cap… | 4.58M | 4.84M | -5.3% | $133.28M | 0.3% | |
| VTI Vanguard Morningstar… | 360.45K | 382.59K | -5.8% | $115.64M | 0.2% | |
| IJK iShares S&P Mid-Cap 400… | 1.23M | 1.31M | -6.0% | $123.90M | 0.3% | |
| MDYG State Street SPDR S&P… | 1.26M | 1.32M | -4.3% | $121.28M | 0.2% | |
| SLYG State Street SPDR S&P… | 1.09M | 1.14M | -4.3% | $105.73M | 0.2% | |
| MDYV State Street SPDR S&P… | 1.20M | 1.25M | -4.5% | $101.97M | 0.2% | |
| SLYV State Street SPDR S&P… | 1.08M | 1.16M | -6.6% | $102.47M | 0.2% | |
| IJJ iShares S&P Mid-Cap 400… | 625.33K | 662.54K | -5.6% | $82.86M | 0.2% | |
| IWO iShares Russell 2000… | 238.07K | 254.19K | -6.3% | $74.71M | 0.2% | |
| BND Vanguard Total Bond… | 960.04K | 1.04M | -7.3% | $70.70M | 0.1% | |
| EFAV iShares MSCI EAFE Min… | 768.38K | 797.20K | -3.6% | $70.21M | 0.1% | |
| VMBS Vanguard… | 1.39M | 1.46M | -4.5% | $65.43M | 0.1% | |
| MUB iShares National Muni… | 579.57K | 599.67K | -3.4% | $61.52M | 0.1% | |
| IVE iShares S&P 500 Value… | 227.91K | 231.40K | -1.5% | $48.12M | 0.1% | |
| VTV Vanguard Morningstar… | 226.85K | 237.64K | -4.5% | $44.51M | 0.1% | |
| SPHD Invesco S&P 500 High… | 889.43K | 914.81K | -2.8% | $44.12M | 0.1% | |
| VTEB Vanguard Tax-Exempt… | 842.57K | 844.40K | -0.2% | $42.04M | 0.1% | |
| DFAX Dimensional World ex… | 1.22M | 1.29M | -5.5% | $41.49M | 0.1% | |
| LVHD | 967.23K | 999.97K | -3.3% | $41.17M | 0.1% | |
| AGG iShares Core U.S.… | 356.97K | 367.96K | -3.0% | $35.44M | 0.1% | |
| GOOGL Alphabet Inc. | 104.84K | 110.19K | -4.9% | $30.15M | 0.1% | |
| DFIC Dimensional -… | 949.88K | 962.56K | -1.3% | $33.75M | 0.1% | |
| IEFA iShares Core MSCI EAFE… | 359.59K | 375.23K | -4.2% | $32.55M | 0.1% | |
| QQQ Invesco QQQ Trust… | 49.26K | 53.49K | -7.9% | $28.43M | 0.1% | |
| AMZN Amazon.com, Inc. | 119.63K | 122.53K | -2.4% | $24.92M | 0.1% | |
| IVW iShares S&P 500 Growth… | 220.70K | 221.66K | -0.4% | $24.96M | 0.1% | |
| VB Vanguard Morningstar… | 87.48K | 91.87K | -4.8% | $22.91M | 0.0% | |
| DFEM Dimensional - Emerging… | 653.81K | 667.34K | -2.0% | $22.59M | 0.0% | |
| DFAT Dimensional - US… | 325.68K | 342.49K | -4.9% | $20.34M | 0.0% | |
| DFUV Dimensional - US… | 386.38K | 412.53K | -6.3% | $18.72M | 0.0% | |
| ABBV AbbVie Inc. | 71.80K | 83.38K | -13.9% | $15.62M | 0.0% | |
| BNY Bank of New York Mellon… | 151.01K | 151.19K | -0.1% | $17.91M | 0.0% | |
| BSV Vanguard Short-Term… | 218.41K | 223.12K | -2.1% | $17.13M | 0.0% | |
| ODFL Old Dominion Freight… | 88.89K | 99.58K | -10.7% | $17.37M | 0.0% | |
| VO Vanguard Morningstar… | 53.73K | 55.52K | -3.2% | $3.86M | 0.0% | |
| ICSH iShares Ultra Short… | 301.52K | 313.66K | -3.9% | $15.26M | 0.0% | |
| DFLV Dimensional - US Large… | 441.76K | 445.49K | -0.8% | $15.78M | 0.0% | |
| VEA Vanguard FTSE Developed… | 239.02K | 240.59K | -0.7% | $15.32M | 0.0% | |
| META Meta Platforms, Inc. | 22.09K | 23.00K | -4.0% | $12.64M | 0.0% | |
| IEMG iShares Core MSCI… | 200.84K | 211.82K | -5.2% | $14.01M | 0.0% | |
| IWF iShares Russell 1000… | 26.55K | 29.89K | -11.2% | $2.83M | 0.0% | |
| VV Vanguard Morningstar… | 42.29K | 44.74K | -5.5% | $12.64M | 0.0% | |
| BRK-B Berkshire Hathaway Inc. | 25.32K | 26.41K | -4.1% | $12.13M | 0.0% | |
| VOO Vanguard S&P 500 ETF | 20.62K | 20.66K | -0.2% | $12.32M | 0.0% | |
| TSLA Tesla, Inc. | 23.43K | 25.83K | -9.3% | $8.71M | 0.0% | |
| TLH iShares 10-20 Year… | 54.68K | 102.44K | -46.6% | $5.51M | 0.0% | |
| VEU Vanguard FTSE All-World… | 137.34K | 137.48K | -0.1% | $10.31M | 0.0% | |
| DUHP Dimensional - US High… | 256.84K | 261.42K | -1.8% | $9.44M | 0.0% | |
| IJT iShares S&P Small-Cap… | 67.55K | 68.87K | -1.9% | $9.78M | 0.0% | |
| VTWO Vanguard Russell 2000… | 79.97K | 91.98K | -13.1% | $8.01M | 0.0% | |
| IBTG iShares iBonds Dec 2026… | 395.70K | 396.59K | -0.2% | $9.07M | 0.0% | |
| BWX | 374.01K | 397.10K | -5.8% | $8.21M | 0.0% | |
| DFUS Dimensional U.S. Equity… | 116.71K | 120.32K | -3.0% | $8.28M | 0.0% | |
| SUSB | 327.65K | 337.42K | -2.9% | $8.21M | 0.0% | |
| LEGR | 108.14K | 140.31K | -22.9% | $6.25M | 0.0% | |
| VCIT Vanguard… | 76.97K | 97.34K | -20.9% | $6.37M | 0.0% | |
| DFIV Dimensional -… | 146.18K | 150.43K | -2.8% | $7.72M | 0.0% | |
| KMI Kinder Morgan, Inc. | 228.32K | 236.91K | -3.6% | $7.66M | 0.0% | |
| SUSC iShares ESG Aware USD… | 262.62K | 317.86K | -17.4% | $6.08M | 0.0% | |
| DISV Dimensional -… | 172.85K | 190.39K | -9.2% | $6.82M | 0.0% | |
| JPM JPMorgan Chase & Co. | 21.41K | 22.35K | -4.2% | $6.30M | 0.0% | |
| IJS iShares S&P Small-Cap… | 60.52K | 63.20K | -4.2% | $7.17M | 0.0% | |
| IWM iShares Russell 2000 ETF | 27.77K | 29.06K | -4.5% | $6.89M | 0.0% | |
| ESML iShares ESG Aware MSCI… | 150.98K | 151.84K | -0.6% | $7.10M | 0.0% | |
| DFGR | 172.19K | 262.59K | -34.4% | $4.58M | 0.0% | |
| SLQD iShares 0-5 Year… | 123.77K | 135.24K | -8.5% | $6.25M | 0.0% | |
| GOVT iShares U.S. Treasury… | 227.41K | 295.98K | -23.2% | $5.21M | 0.0% | |
| GNMA | 139.56K | 150.10K | -7.0% | $6.19M | 0.0% | |
| XLK State Street Technology… | 42.98K | 44.72K | -3.9% | $5.71M | 0.0% | |
| DIHP Dimensional… | 190.35K | 201.23K | -5.4% | $6.13M | 0.0% | |
| AVUS Avantis U.S. Equity ETF | 55.04K | 55.09K | -0.1% | $6.12M | 0.0% | |
| HD The Home Depot, Inc. | 16.72K | 17.08K | -2.1% | $5.50M | 0.0% | |
| PLTR Palantir Technologies… | 31.93K | 32.77K | -2.6% | $4.67M | 0.0% | |
| SPMD State Street SPDR… | 96.48K | 99.26K | -2.8% | $5.71M | 0.0% | |
| IWB iShares Russell 1000 ETF | 14.31K | 15.11K | -5.3% | $5.10M | 0.0% | |
| VSAT Viasat, Inc. | 113.15K | 122.98K | -8.0% | $5.18M | 0.0% | |
| IGOV | 112.91K | 123.71K | -8.7% | $4.64M | 0.0% | |
| BNDX Vanguard Total… | 94.21K | 105.15K | -10.4% | $4.53M | 0.0% | |
| MDY State Street SPDR S&P… | 7.38K | 8.31K | -11.2% | $4.55M | 0.0% | |
| SPIB State Street SPDR… | 135.55K | 147.27K | -8.0% | $4.55M | 0.0% | |
| SCHX Schwab U.S. Large-Cap… | 97.31K | 181.89K | -46.5% | $2.49M | 0.0% | |
| EEMX | 5.73K | 113.56K | -95.0% | $253,333 | 0.0% | |
| TPL Texas Pacific Land… | 10.04K | 11.04K | -9.0% | $4.76M | 0.0% | |
| BOTZ Global X - Robotics &… | 114.18K | 130.97K | -12.8% | $3.79M | 0.0% | |
| VIG Vanguard Dividend… | 20.49K | 21.20K | -3.4% | $4.41M | 0.0% | |
| IUSB iShares Core Universal… | 90.55K | 100.11K | -9.6% | $4.18M | 0.0% | |
| WTW Willis Towers Watson… | 14.03K | 14.09K | -0.4% | $4.08M | 0.0% | |
| VBK Vanguard Morningstar… | 14.46K | 14.97K | -3.4% | $4.37M | 0.0% | |
| GLD SPDR Gold Shares | 10.43K | 10.84K | -3.7% | $4.49M | 0.0% | |
| QQQM Invesco NASDAQ 100 ETF | 15.09K | 17.28K | -12.7% | $3.59M | 0.0% | |
| ADP Automatic Data… | 14.35K | 15.71K | -8.7% | $2.92M | 0.0% | |
| JPST JPMorgan Ultra-Short… | 70.35K | 79.07K | -11.0% | $3.56M | 0.0% | |
| IWP iShares Russell Mid-Cap… | 28.55K | 29.08K | -1.8% | $3.66M | 0.0% | |
| FLQL Franklin U.S. Large Cap… | 49.49K | 57.07K | -13.3% | $3.35M | 0.0% | |
| VTHR Vanguard Russell 3000… | 11.30K | 12.94K | -12.7% | $3.25M | 0.0% |
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| CTMX CytomX Therapeutics… | n/a | 3.83M | Saída | $16.31M | 0.0% | |
| FAST Fastenal Company | n/a | 42.10K | Saída | $1.69M | 0.0% | |
| EVRG Evergy, Inc. | n/a | 22.64K | Saída | $1.64M | 0.0% | |
| VOOG Vanguard S&P 500 Growth… | n/a | 2.81K | Saída | $1.25M | 0.0% | |
| SJNK State Street SPDR… | n/a | 20.86K | Saída | $528,226 | 0.0% | |
| XEL Xcel Energy Inc. | n/a | 6.13K | Saída | $452,540 | 0.0% | |
| HL Hecla Mining Company | n/a | 17.13K | Saída | $328,744 | 0.0% | |
| IWN iShares Russell 2000… | n/a | 1.77K | Saída | $320,923 | 0.0% | |
| BTC | n/a | 8.15K | Saída | $315,495 | 0.0% | |
| HWM Howmet Aerospace Inc. | n/a | 1.35K | Saída | $276,982 | 0.0% | |
| DFCF Dimensional - Core… | n/a | 6.31K | Saída | $268,426 | 0.0% | |
| BLK BlackRock, Inc. | n/a | 250 | Saída | $267,585 | 0.0% | |
| ISRG Intuitive Surgical, Inc. | n/a | 468 | Saída | $265,056 | 0.0% | |
| SAP SAP SE | n/a | 1.09K | Saída | $264,043 | 0.0% | |
| PAYX Paychex, Inc. | n/a | 2.28K | Saída | $255,434 | 0.0% | |
| IDXX IDEXX Laboratories, Inc. | n/a | 375 | Saída | $253,699 | 0.0% | |
| FMB First Trust Managed… | n/a | 4.88K | Saída | $249,385 | 0.0% | |
| HUBB Hubbell Incorporated | n/a | 559 | Saída | $248,257 | 0.0% | |
| BBRE JPMorgan BetaBuilders… | n/a | 2.61K | Saída | $241,475 | 0.0% | |
| AFL Aflac Incorporated | n/a | 2.17K | Saída | $238,955 | 0.0% | |
| FBHS Fortune Brands Home &… | n/a | 4.55K | Saída | $227,768 | 0.0% | |
| ARKK ARK Innovation ETF | n/a | 2.93K | Saída | $225,453 | 0.0% | |
| FTEC Fidelity MSCI… | n/a | 992 | Saída | $222,873 | 0.0% | |
| USM United States Cellular… | n/a | 4.14K | Saída | $221,880 | 0.0% | |
| HDV iShares Core High… | n/a | 1.80K | Saída | $219,384 | 0.0% | |
| PYPL PayPal Holdings, Inc. | n/a | 3.69K | Saída | $215,597 | 0.0% | |
| VOYA Voya Financial, Inc. | n/a | 2.84K | Saída | $211,403 | 0.0% | |
| PRU Prudential Financial… | n/a | 1.84K | Saída | $208,151 | 0.0% | |
| UBS UBS Group AG | n/a | 4.49K | Saída | $207,747 | 0.0% | |
| EW Edwards Lifesciences… | n/a | 2.41K | Saída | $205,538 | 0.0% | |
| CTSH Cognizant Technology… | n/a | 2.47K | Saída | $204,761 | 0.0% | |
| URTH iShares MSCI World ETF | n/a | 1.08K | Saída | $200,632 | 0.0% | |
| ET Energy Transfer LP | n/a | 10.36K | Saída | $170,869 | 0.0% | |
| PGX Invesco Preferred ETF | n/a | 14.18K | Saída | $159,361 | 0.0% | |
| HRZN | n/a | 21.60K | Saída | $139,346 | 0.0% | |
| EXK Endeavour Silver Corp. | n/a | 14.62K | Saída | $137,428 | 0.0% | |
| DC Dakota Gold Corp. | n/a | 10.00K | Saída | $56,800 | 0.0% |
Idade da posição
280–1 trimestres
5002–4 trimestres
Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.
Gestores similares
| Gestor | Posições comuns | Sobreposição de nomes | Similaridade ponderada | |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 303 | 39.0% | 0.2941 | Comparar ⇄ |
| LPL Financial LLC | 542 | 9.2% | 0.1796 | Comparar ⇄ |
| Wealthfront Advisers LLC | 350 | 26.7% | 0.1762 | Comparar ⇄ |
| Northwestern Mutual Wealth Management Co | 523 | 13.0% | 0.174 | Comparar ⇄ |
| Jones Financial Companies Lllp | 493 | 10.0% | 0.1691 | Comparar ⇄ |
| HighTower Advisors, LLC | 512 | 13.5% | 0.128 | Comparar ⇄ |
| Mml Investors Services, Llc | 504 | 15.4% | 0.1226 | Comparar ⇄ |
| Creative Planning | 516 | 12.4% | 0.1179 | Comparar ⇄ |
Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia
Histórico de registros
Aug 14 2026
13F-HR · período Q2 2026
$56.31B · 552 posições listadas · Ver filing original na SEC ↗
May 14 2026
13F-HR · período Q1 2026
$49.25B · 530 posições listadas · Ver filing original na SEC ↗
Feb 12 2026
13F-HR · período Q4 2025
$52.78B · 539 posições listadas · Ver filing original na SEC ↗
Nov 17 2025
13F-HR · período Q3 2025
$52.39B · 539 posições listadas · Ver filing original na SEC ↗
Aug 14 2025
13F-HR · período Q2 2025
$50.10B · 517 posições listadas · Ver filing original na SEC ↗
Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos.
Período de referência: Q1 2026 · último registro Aug 14, 2026 ·
Metodologia de variação