Hồ sơ lưu nhà quản lý · quý lưu trữ

Focus Partners Wealth

St Louis, MO · CIK 1542153 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$89.91BGiá trị 13F được báo cáo

2,644Vị thế

19.5%Tỷ trọng top 10

141.80Danh mục nắm giữ hiệu lực

6.3%Doanh thu ước tính

+223Mới

−199Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

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

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 57.8% (-1.7pp)

Công nghệ 16.0% (+0.1pp)

Công nghiệp 4.8% (+0.7pp)

Chăm sóc sức khỏe 4.5% (+0.0pp)

Dịch vụ Truyền thông 4.5% (-0.3pp)

Hàng tiêu dùng chu kỳ 4.4% (-0.1pp)

Hàng tiêu dùng thiết yếu 2.9% (+0.2pp)

Năng lượng 2.4% (+0.6pp)

Tiện ích 1.0% (+0.1pp)

Vật liệu Cơ bản 0.9% (+0.2pp)

Bất động sản 0.7% (+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	AAPL Apple Inc.	2.8%	$2.54B	10.04M	+5.1%	▲ Add	2
2	NVDA NVIDIA Corporation	2.4%	$2.12B	12.11M	+5.6%	▲ Add	2
3	MSFT Microsoft Corporation	2.2%	$1.97B	5.32M	+19.6%	▲ Add	2
4	XLK State Street Technology…	1.9%	$1.73B	12.98M	-1.1%	▼ Trim	2
5	DFAC Dimensional - US Core…	1.8%	$1.66B	42.58M	-0.3%	▼ Trim	2
6	AMZN Amazon.com, Inc.	1.8%	$1.60B	7.68M	+11.4%	▲ Add	2
7	VOO Vanguard S&P 500 ETF	1.8%	$1.60B	2.67M	+0.4%	▲ Add	2
8	SPY State Street SPDR S&P 500…	1.6%	$1.47B	2.43M	-14.9%	▼ Trim	2
9	IVV iShares Core S&P 500 ETF	1.6%	$1.44B	2.20M	+5.1%	▲ Add	2
10	GOOGL Alphabet Inc.	1.5%	$1.39B	4.81M	+18.6%	▲ Add	2
11	GOOG Alphabet Inc.	1.3%	$1.20B	4.15M	-4.9%	▼ Trim	2
12	EQTY Kovitz Core Equity ETF	1.3%	$1.14B	44.57M	-1.1%	▼ Trim	2
13	AVGO Broadcom Inc.	1.1%	$997.89M	3.22M	+23.4%	▲ Add	2
14	ITOT iShares Core S&P Total U.S.…	1.1%	$953.52M	6.69M	+8.7%	▲ Add	2
15	BSVO EA Bridgeway Omni Small-Cap…	1.1%	$945.23M	37.26M	+2.4%	▲ Add	2
16	JPM JPMorgan Chase & Co.	1.0%	$914.56M	3.11M	+2.3%	▲ Add	2
17	VTI Vanguard Morningstar Total…	1.0%	$881.44M	2.75M	+7.7%	▲ Add	2
18	VTV Vanguard Morningstar Value…	0.9%	$840.35M	4.28M	-0.7%	▼ Trim	2
19	VGIT Vanguard Intermediate-Term…	0.9%	$824.05M	13.84M	+10.1%	▲ Add	2
20	DFAT Dimensional - US Targeted…	0.9%	$821.93M	13.14M	-1.1%	▼ Trim	2
21	DUHP Dimensional - US High…	0.9%	$766.43M	20.39M	+5.6%	▲ Add	2
22	AVUV Avantis U.S. Small Cap…	0.8%	$736.67M	6.67M	+1.9%	▲ Add	2
23	DFIV Dimensional - International…	0.8%	$714.87M	13.54M	-2.0%	▼ Trim	2
24	DFUV Dimensional - US Marketwide…	0.8%	$712.21M	14.70M	-0.5%	▼ Trim	2
25	IWB iShares Russell 1000 ETF	0.8%	$689.38M	1.93M	-1.1%	▼ Trim	2
26	META Meta Platforms, Inc.	0.8%	$689.33M	1.20M	-1.7%	▼ Trim	2
27	DFUS Dimensional U.S. Equity ETF	0.7%	$664.17M	9.34M	+0.8%	▲ Add	2
28	BRK-B Berkshire Hathaway Inc.	0.7%	$635.56M	1.33M	+3.8%	▲ Add	2
29	IXUS iShares Core MSCI Total…	0.7%	$606.22M	7.00M	+5.0%	▲ Add	2
30	V Visa Inc.	0.7%	$586.64M	1.94M	+56.6%	▲ Add	2
31	IWF iShares Russell 1000 Growth…	0.6%	$570.56M	1.34M	-29.7%	▼ Trim	2
32	TMO Thermo Fisher Scientific…	0.6%	$560.83M	1.14M	+20.8%	▲ Add	2
33	DISV Dimensional - International…	0.6%	$548.75M	13.91M	+1.0%	▲ Add	2
34	AMD Advanced Micro Devices, Inc.	0.6%	$545.48M	2.68M	+41.3%	▲ Add	2
35	LRCX Lam Research Corporation	0.6%	$542.47M	2.53M	+23.4%	▲ Add	2
36	XLC State Street Communication…	0.6%	$538.58M	4.86M	-1.6%	▼ Trim	2
37	VEA Vanguard FTSE Developed…	0.6%	$531.22M	8.29M	+5.2%	▲ Add	2
38	DIHP Dimensional International…	0.6%	$509.19M	15.52M	+7.1%	▲ Add	2
39	XONA.DE Exxon Mobil Corporation	0.6%	$503.25M	2.97M	+0.7%	▲ Add	2
40	JAAA Janus Henderson AAA CLO ETF	0.5%	$472.33M	9.35M	+13.6%	▲ Add	2
41	QUAL iShares MSCI USA Quality…	0.5%	$461.27M	2.40M	+0.6%	▲ Add	2
42	ICE Intercontinental Exchange…	0.5%	$456.25M	2.90M	+31.2%	▲ Add	2
43	XLV State Street Health Care…	0.5%	$451.76M	3.08M	-0.5%	▼ Trim	2
44	VGT Vanguard Information…	0.5%	$447.11M	645.91K	-50.2%	▼ Trim	2
45	AVDV Avantis International Small…	0.5%	$437.27M	4.38M	+6.2%	▲ Add	2
46	PEP PepsiCo, Inc.	0.5%	$430.67M	2.77M	+41.5%	▲ Add	2
47	WMT Walmart Inc.	0.5%	$420.94M	3.39M	-3.9%	▼ Trim	2
48	XLF State Street Financial…	0.5%	$413.02M	8.37M	-32.4%	▼ Trim	2
49	KEYS Keysight Technologies, Inc.	0.4%	$392.06M	1.39M	-1.3%	▼ Trim	2
50	JNJ Johnson & Johnson	0.4%	$391.53M	1.60M	+0.3%	▲ Add	2
51	CVX Chevron Corporation	0.4%	$365.02M	1.77M	+2.5%	▲ Add	2
52	APO Apollo Global Management…	0.4%	$362.60M	3.25M	+131.7%	▲ Add	2
53	COST Costco Wholesale Corporation	0.4%	$355.47M	356.73K	+2.3%	▲ Add	2
54	SCHG Schwab U.S. Large-Cap…	0.4%	$354.00M	12.15M	+84.0%	▲ Add	2
55	PH Parker-Hannifin Corporation	0.4%	$353.46M	394.78K	+78.6%	▲ Add	2
56	DFAX Dimensional World ex U.S.…	0.4%	$353.36M	10.40M	-2.6%	▼ Trim	2
57	QUS SPDR SERIES TRUST	0.4%	$352.95M	2.06M	+1.2%	▲ Add	2
58	LOW Lowe's Companies, Inc.	0.4%	$352.91M	1.49M	+38.7%	▲ Add	2
59	MA Mastercard Incorporated	0.4%	$332.32M	665.03K	-3.3%	▼ Trim	2
60	OEF iShares S&P 100 ETF	0.4%	$330.76M	1.04M	-0.2%	▼ Trim	2
61	XLY State Street Consumer…	0.4%	$328.87M	3.02M	-0.9%	▼ Trim	2
62	XLI State Street Industrial…	0.4%	$325.29M	2.01M	-3.2%	▼ Trim	2
63	PG The Procter & Gamble Company	0.4%	$324.87M	2.25M	+3.6%	▲ Add	2
64	DFEM Dimensional - Emerging…	0.3%	$311.80M	9.01M	+7.8%	▲ Add	2
65	RSP Invesco S&P 500 Equal…	0.3%	$309.81M	1.61M	-13.9%	▼ Trim	2
66	VUG Vanguard Morningstar Growth…	0.3%	$309.19M	724.68K	+2.6%	▲ Add	2
67	IWD iShares Russell 1000 Value…	0.3%	$302.31M	1.41M	+0.1%	▲ Add	2
68	AJG Arthur J. Gallagher & Co.	0.3%	$298.75M	1.38M	+114.2%	▲ Add	2
69	ACN Accenture plc	0.3%	$298.00M	1.50M	+69.0%	▲ Add	2
70	IDEV iShares Core MSCI…	0.3%	$294.56M	3.52M	+0.2%	▲ Add	2
71	DFSD Dimensional - Short…	0.3%	$293.13M	6.12M	+12.4%	▲ Add	2
72	BX Blackstone Inc.	0.3%	$288.77M	2.51M	+89.6%	▲ Add	2
73	VRSK Verisk Analytics, Inc.	0.3%	$275.07M	1.45M	+3687.3%	▲ Add	2
74	PM Philip Morris International…	0.3%	$274.86M	1.66M	+4.4%	▲ Add	2
75	DIA State Street SPDR Dow Jones…	0.3%	$267.59M	577.80K	-3.3%	▼ Trim	2
76	IEFA iShares Core MSCI EAFE ETF	0.3%	$261.70M	2.89M	-1.9%	▼ Trim	2
77	IVE iShares S&P 500 Value ETF	0.3%	$259.56M	1.23M	+0.3%	▲ Add	2
78	ABT Abbott Laboratories	0.3%	$258.76M	2.52M	+59.9%	▲ Add	2
79	SGOV iShares 0-3 Month Treasury…	0.3%	$252.46M	2.51M	+11.2%	▲ Add	2
80	DFAS Dimensional - US Small Cap…	0.3%	$249.87M	3.45M	-2.0%	▼ Trim	2
81	CSCO Cisco Systems, Inc.	0.3%	$247.54M	3.19M	+17.8%	▲ Add	2
82	TSLA Tesla, Inc.	0.3%	$243.97M	654.69K	+7.9%	▲ Add	2
83	CAT Caterpillar Inc.	0.3%	$239.75M	338.03K	-14.6%	▼ Trim	2
84	ZBRA Zebra Technologies…	0.3%	$237.13M	1.13M	+108.7%	▲ Add	2
85	AVUS Avantis U.S. Equity ETF	0.3%	$232.69M	1.96M	-1.1%	▼ Trim	2
86	WT WisdomTree, Inc.	0.5%	$231.21M	2.59M	-1.0%	▼ Trim	2
87	VTIP Vanguard Short-Term…	0.3%	$229.91M	4.60M	+8.2%	▲ Add	2
88	HD The Home Depot, Inc.	0.3%	$229.88M	698.87K	+1.7%	▲ Add	2
89	PNC The PNC Financial Services…	0.2%	$224.85M	1.08M	+51.0%	▲ Add	2
90	GS The Goldman Sachs Group…	0.2%	$220.13M	259.99K	-5.2%	▼ Trim	2
91	LLY Eli Lilly and Company	0.2%	$218.10M	237.12K	+6.7%	▲ Add	2
92	GXO GXO Logistics, Inc.	0.2%	$217.01M	4.19M	+21.3%	▲ Add	2
93	IJR iShares Core S&P Small-Cap…	0.2%	$215.95M	1.74M	-0.5%	▼ Trim	2
94	IVW iShares S&P 500 Growth ETF	0.2%	$215.44M	1.90M	-0.9%	▼ Trim	2
95	IEMG iShares Core MSCI Emerging…	0.2%	$213.63M	3.06M	+9.3%	▲ Add	2
96	SCHW The Charles Schwab…	0.2%	$211.80M	2.25M	+7.3%	▲ Add	2
97	AON Aon plc	0.2%	$203.62M	630.80K	+15.5%	▲ Add	2
98	VWO Vanguard FTSE Emerging…	0.2%	$203.45M	3.76M	+7.1%	▲ Add	2
99	DFNM DIMENSIONAL ETF TRUST	0.2%	$202.35M	4.22M	+15.3%	▲ Add	2
100	AVLV Avantis U.S. Large Cap…	0.2%	$202.29M	2.50M	+13.3%	▲ Add	2
101	MCD McDonald's Corporation	0.2%	$197.34M	635.06K	+5.1%	▲ Add	2
102	DHR Danaher Corporation	0.2%	$194.90M	1.03M	+55.0%	▲ Add	2
103	ABBV AbbVie Inc.	0.2%	$194.43M	894.47K	-2.0%	▼ Trim	2
104	GLD SPDR Gold Shares	0.2%	$193.05M	448.60K	-2.3%	▼ Trim	2
105	XLE State Street Energy Select…	0.2%	$189.45M	3.09M	+360.2%	▲ Add	2
106	KLAC KLA Corporation	0.2%	$189.40M	128.24K	+3.1%	▲ Add	2
107	VXF Vanguard Extended Market ETF	0.2%	$185.81M	901.75K	-2.0%	▼ Trim	2
108	VCIT Vanguard Intermediate-Term…	0.2%	$182.33M	2.20M	+0.1%	▲ Add	2
109	XLU State Street Utilities…	0.2%	$181.36M	3.95M	+61.5%	▲ Add	2
110	BLK BlackRock, Inc.	0.2%	$180.39M	187.52K	+9.9%	▲ Add	2
111	VBR Vanguard Morningstar…	0.2%	$180.18M	829.36K	-2.4%	▼ Trim	2
112	CRM Salesforce, Inc.	0.2%	$176.82M	947.08K	+5.8%	▲ Add	2
113	CSL Carlisle Companies…	0.2%	$174.61M	523.39K	+135.5%	▲ Add	2
114	J Jacobs Solutions Inc.	0.2%	$174.56M	1.37M	+2.5%	▲ Add	2
115	HON Honeywell International Inc.	0.2%	$173.92M	769.53K	+7.4%	▲ Add	2
116	KMI Kinder Morgan, Inc.	0.2%	$173.38M	5.17M	+1.0%	▲ Add	2
117	MRK Merck & Co., Inc.	0.2%	$172.67M	1.44M	+0.6%	▲ Add	2
118	BAC Bank of America Corporation	0.2%	$169.92M	3.48M	-1.7%	▼ Trim	2
119	BSV Vanguard Short-Term Bond ETF	0.2%	$167.52M	2.14M	+3.3%	▲ Add	2
120	IJH iShares Core S&P Mid-Cap ETF	0.2%	$166.90M	2.47M	+2.3%	▲ Add	2
121	MINT PIMCO Enhanced Short…	0.2%	$165.79M	1.64M	+49.8%	▲ Add	2
122	AMAT Applied Materials, Inc.	0.2%	$164.22M	478.86K	-15.3%	▼ Trim	2
123	MU Micron Technology, Inc.	0.2%	$161.98M	474.73K	-6.2%	▼ Trim	2
124	IGSB iShares 1-5 Year Investment…	0.2%	$161.03M	3.05M	+43.8%	▲ Add	2
125	VV Vanguard Morningstar…	0.2%	$160.04M	532.81K	+2.1%	▲ Add	2
126	QCOM QUALCOMM Incorporated	0.2%	$159.24M	1.24M	-1.1%	▼ Trim	2
127	DFAU Dimensional - US Core…	0.2%	$158.51M	3.51M	+3.9%	▲ Add	2
128	DFSV Dimensional - US Small Cap…	0.2%	$157.73M	4.50M	+4.4%	▲ Add	2
129	EFA iShares MSCI EAFE ETF	0.2%	$154.31M	1.59M	+2.7%	▲ Add	2
130	DUK Duke Energy Corporation	0.2%	$150.28M	1.15M	+12.3%	▲ Add	2
131	LMT Lockheed Martin Corporation	0.2%	$149.44M	247.41K	+7.2%	▲ Add	2
132	BDX Becton, Dickinson and…	0.2%	$149.29M	949.47K	-15.6% ✂	▼ Trim	2
133	VIG Vanguard Dividend…	0.2%	$148.15M	688.70K	0.0%	▼ Trim	2
134	NFLX Netflix, Inc.	0.2%	$147.76M	1.54M	+6.2%	▲ Add	2
135	TJX The TJX Companies, Inc.	0.2%	$147.32M	922.53K	-1.4%	▼ Trim	2
136	AVEM Avantis Emerging Markets…	0.2%	$147.02M	1.71M	-1.5%	▼ Trim	2
137	MSI Motorola Solutions, Inc.	0.2%	$145.93M	336.24K	+7.2%	▲ Add	2
138	IWM iShares Russell 2000 ETF	0.2%	$145.44M	584.67K	-1.6%	▼ Trim	2
139	WAT Waters Corporation	0.2%	$141.41M	474.86K	+74.7%	▲ Add	2
140	SO The Southern Company	0.2%	$141.13M	1.46M	+3.3%	▲ Add	2
141	CPRT Copart, Inc.	0.2%	$140.39M	4.23M	+27.1%	▲ Add	2
142	ADI Analog Devices, Inc.	0.2%	$138.60M	435.41K	-16.4%	▼ Trim	2
143	VCSH Vanguard Short-Term…	0.2%	$138.30M	1.74M	+28.7%	▲ Add	2
144	BLDR Builders FirstSource, Inc.	0.2%	$136.93M	1.66M	+140.1%	▲ Add	2
145	KAT ADVISORS SER TR	0.1%	$134.13M	2.50M	-5.7%	▼ Trim	2
146	IWV iShares Russell 3000 ETF	0.1%	$133.59M	360.40K	-1.1%	▼ Trim	2
147	AGG iShares Core U.S. Aggregate…	0.1%	$133.59M	1.34M	-2.1%	▼ Trim	2
148	ANET Arista Networks, Inc.	0.1%	$128.44M	1.01M	+1.7%	▲ Add	2
149	JMBS Janus Henderson…	0.1%	$127.71M	2.82M	+0.7%	▲ Add	2
150	PCAR PACCAR Inc	0.1%	$126.70M	1.10M	-8.8%	▼ Trim	2
151	ASML ASML Holding N.V.	0.1%	$126.09M	95.37K	-11.0%	▼ Trim	2
152	VOE Vanguard Morningstar…	0.1%	$126.02M	683.83K	+1.0%	▲ Add	2
153	JQUA JPMorgan U.S. Quality…	0.1%	$125.90M	2.05M	+50.0%	▲ Add	2
154	VXUS Vanguard Total…	0.1%	$125.19M	1.62M	+1.1%	▲ Add	2
155	IEF iShares 7-10 Year Treasury…	0.1%	$124.76M	1.31M	-3.4%	▼ Trim	2
156	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$123.37M	1.80M	+7.1%	▲ Add	2
157	SPGI S&P Global Inc.	0.1%	$122.67M	288.36K	+56.8%	▲ Add	2
158	AMGN Amgen Inc.	0.1%	$122.11M	360.04K	-1.7%	▼ Trim	2
159	VMBS Vanguard Mortgage-Backed…	0.1%	$118.50M	2.52M	+4.8%	▲ Add	2
160	GLW Corning Inc	0.1%	$118.32M	868.77K	-21.2%	▼ Trim	2
161	SUNB Sunbelt Rentals Holdings Inc	0.1%	$117.38M	1.80M	Mới	New	1
162	ALC Alcon Inc.	0.1%	$117.37M	1.56M	+5.5%	▲ Add	2
163	WMB The Williams Companies, Inc.	0.1%	$117.25M	1.61M	+4.9%	▲ Add	2
164	WM Waste Management, Inc.	0.1%	$116.26M	506.02K	+22.6%	▲ Add	2
165	WT WisdomTree, Inc.	0.5%	$115.88M	1.32M	-1.0%	▼ Trim	2
166	AVDE Avantis International…	0.1%	$114.34M	1.29M	-6.8%	▼ Trim	2
167	IEI iShares 3-7 Year Treasury…	0.1%	$114.31M	963.83K	+2.6%	▲ Add	2
168	DFIC Dimensional - International…	0.1%	$113.38M	3.19M	+0.1%	▲ Add	2
169	MUB iShares National Muni Bond…	0.1%	$111.87M	1.05M	-12.1%	▼ Trim	2
170	BRK-A Berkshire Hathaway Inc.	0.1%	$111.25M	159	+7.4%	▲ Add	2
171	USMV iShares MSCI USA Min Vol…	0.1%	$110.22M	1.19M	-3.0%	▼ Trim	2
172	CARR Carrier Global Corporation	0.1%	$109.67M	1.95M	+1302.0%	▲ Add	2
173	FBND Fidelity Total Bond ETF	0.1%	$109.58M	1.76M	-25.6%	▼ Trim	2
174	GE GE Aerospace	0.1%	$108.85M	383.57K	+1.0%	▲ Add	2
175	EFV iShares MSCI EAFE Value ETF	0.1%	$108.60M	1.46M	-3.0%	▼ Trim	2
176	DFGR DIMENSIONAL ETF TRUST	0.1%	$108.30M	4.07M	+1.7%	▲ Add	2
177	CME CME Group Inc.	0.1%	$108.06M	365.88K	-0.2%	▼ Trim	2
178	ORCL Oracle Corporation	0.1%	$106.77M	723.09K	+5.3%	▲ Add	2
179	KO The Coca-Cola Company	0.1%	$106.36M	1.40M	+0.7%	▲ Add	2
180	ASTS AST SpaceMobile, Inc.	0.1%	$104.37M	1.26M	-0.8%	▼ Trim	2
181	NOW ServiceNow, Inc.	0.1%	$104.06M	995.59K	+28.1%	▲ Add	2
182	SHY iShares 1-3 Year Treasury…	0.1%	$103.19M	1.25M	-5.3%	▼ Trim	2
183	NEE NextEra Energy, Inc.	0.1%	$102.28M	1.10M	-0.9%	▼ Trim	2
184	PANW Palo Alto Networks, Inc.	0.1%	$101.29M	631.50K	+11.7%	▲ Add	2
185	SCZ iShares MSCI EAFE Small-Cap…	0.1%	$100.71M	1.28M	-0.9%	▼ Trim	2
186	SPEM State Street SPDR Portfolio…	0.1%	$99.73M	2.22M	+0.3%	▲ Add	2
187	COO The Cooper Companies, Inc.	0.1%	$99.47M	1.39M	+7.5%	▲ Add	2
188	PLTR Palantir Technologies Inc.	0.1%	$99.39M	678.84K	-17.9%	▼ Trim	2
189	PSX Phillips 66	0.1%	$97.96M	538.00K	+4.3%	▲ Add	2
190	STX Seagate Technology Holdings…	0.1%	$97.87M	249.28K	-24.1%	▼ Trim	2
191	IBM International Business…	0.1%	$95.41M	393.51K	-5.3%	▼ Trim	2
192	GEV GE Vernova Inc.	0.1%	$93.42M	106.74K	+8.6%	▲ Add	2
193	IAU iShares Gold Trust	0.1%	$93.26M	1.06M	-1.9%	▼ Trim	2
194	JPST JPMorgan Ultra-Short Income…	0.1%	$90.69M	1.79M	+24.4%	▲ Add	2
195	TPL Texas Pacific Land…	0.1%	$89.64M	188.89K	+77.5%	▲ Add	2
196	DFAI Dimensional - International…	0.1%	$89.10M	2.28M	-0.5%	▼ Trim	2
197	DFAR DIMENSIONAL ETF TRUST	0.1%	$89.09M	3.58M	-6.0%	▼ Trim	2
198	MDLZ Mondelez International, Inc.	0.1%	$87.59M	1.52M	+19.8%	▲ Add	2
199	IGIB iShares 5-10 Year…	0.1%	$87.41M	1.64M	+163.3%	▲ Add	2
200	BKNG Booking Holdings Inc.	0.1%	$86.85M	25.28K	+14.5%	▲ Add	2
201	VGSH Vanguard Short-Term…	0.1%	$86.74M	1.48M	+7.9%	▲ Add	2
202	DIS The Walt Disney Company	0.1%	$85.54M	887.16K	-2.8%	▼ Trim	2
203	PFE Pfizer Inc.	0.1%	$85.41M	3.04M	+25.2%	▲ Add	2
204	VZ Verizon Communications Inc.	0.1%	$85.16M	1.70M	+4.2%	▲ Add	2
205	IWP iShares Russell Mid-Cap…	0.1%	$84.32M	657.83K	+0.9%	▲ Add	2
206	SCHX Schwab U.S. Large-Cap ETF	0.1%	$82.21M	3.20M	-0.1%	▼ Trim	2
207	UBER Uber Technologies, Inc.	0.1%	$82.02M	1.14M	-19.0%	▼ Trim	2
208	DFSU DIMENSIONAL ETF TRUST	0.1%	$81.56M	1.93M	+2.5%	▲ Add	2
209	UNP Union Pacific Corporation	0.1%	$81.44M	335.62K	+5.4%	▲ Add	2
210	PRF Invesco RAFI US 1000 ETF	0.1%	$81.15M	1.71M	-0.4%	▼ Trim	2
211	CMI Cummins Inc.	0.1%	$80.83M	149.94K	+2.8%	▲ Add	2
212	C Citigroup Inc.	0.1%	$80.68M	709.88K	+4.6%	▲ Add	2
213	SYY Sysco Corporation	0.1%	$80.36M	1.13M	-11.7%	▼ Trim	2
214	QLTY GMO ETF TRUST	0.1%	$79.54M	2.20M	+16.5%	▲ Add	2
215	BND Vanguard Total Bond Market…	0.1%	$78.97M	1.07M	+2.1%	▲ Add	2
216	MCK McKesson Corporation	0.1%	$78.90M	91.19K	+0.2%	▲ Add	2
217	SCHF Schwab International Equity…	0.1%	$78.55M	3.17M	+8.0%	▲ Add	2
218	VYM Vanguard High Dividend…	0.1%	$78.11M	527.22K	+1.1%	▲ Add	2
219	AXP American Express Company	0.1%	$77.97M	256.86K	-28.2%	▼ Trim	2
220	FND Floor & Decor Holdings, Inc.	0.1%	$77.49M	1.52M	+125.6%	▲ Add	2
221	ICSH iShares Ultra Short…	0.1%	$77.44M	235.44K	-89.3%	▼ Trim	2
222	SBUX Starbucks Corporation	0.1%	$77.30M	862.15K	+23.4%	▲ Add	2
223	GILD Gilead Sciences, Inc.	0.1%	$76.70M	550.58K	+5.8%	▲ Add	2
224	NOC Northrop Grumman Corporation	0.1%	$76.56M	112.22K	-3.0%	▼ Trim	2
225	IBTI ISHARES TR	0.1%	$76.24M	3.42M	+6.0%	▲ Add	2
226	DFAE Dimensional - Emerging Core…	0.1%	$73.41M	2.15M	-0.1%	▼ Trim	2
227	GNMA ISHARES TR	0.1%	$71.62M	1.62M	+95.1%	▲ Add	2
228	CAH Cardinal Health, Inc.	0.1%	$70.52M	333.83K	+1.6%	▲ Add	2
229	DVY iShares Select Dividend ETF	0.1%	$70.52M	465.70K	-0.1%	▼ Trim	2
230	VB Vanguard Morningstar…	0.1%	$70.07M	267.05K	+2.7%	▲ Add	2
231	FDX FedEx Corporation	0.1%	$69.40M	194.73K	-15.4%	▼ Trim	2
232	TSM Taiwan Semiconductor…	0.1%	$69.29M	203.98K	+7.1%	▲ Add	2
233	AMT American Tower Corporation	0.1%	$69.03M	400.25K	+8.0%	▲ Add	2
234	AMTM Amentum Holdings, Inc.	0.1%	$67.94M	2.60M	-6.8%	▼ Trim	2
235	VBK Vanguard Morningstar…	0.1%	$67.57M	223.56K	-1.9%	▼ Trim	2
236	EFG iShares MSCI EAFE Growth ETF	0.1%	$67.32M	604.48K	-4.3%	▼ Trim	2
237	VTHR Vanguard Russell 3000 ETF	0.1%	$66.72M	231.94K	-2.3%	▼ Trim	2
238	SCHB Schwab U.S. Broad Market ETF	0.1%	$66.64M	2.65M	+1.1%	▲ Add	2
239	MDY State Street SPDR S&P…	0.1%	$66.54M	107.74K	-11.2%	▼ Trim	2
240	CACI CACI International Inc	0.1%	$65.71M	120.81K	-2.3%	▼ Trim	2
241	LIN Linde plc	0.1%	$64.64M	130.40K	-1.5%	▼ Trim	2
242	IWN iShares Russell 2000 Value…	0.1%	$64.31M	339.19K	-0.5%	▼ Trim	2
243	SUB iShares Short-Term National…	0.1%	$63.97M	593.54K	+8.4%	▲ Add	2
244	GEHC GE HealthCare Technologies…	0.1%	$63.66M	894.36K	+4.5%	▲ Add	2
245	TDG TransDigm Group Incorporated	0.1%	$63.56M	54.84K	+6.2%	▲ Add	2
246	MS Morgan Stanley	0.1%	$63.31M	383.62K	-0.8%	▼ Trim	2
247	CSX CSX Corporation	0.1%	$63.18M	1.54M	-18.6%	▼ Trim	2
248	UNH UnitedHealth Group…	0.1%	$63.16M	232.60K	-5.1%	▼ Trim	2
249	IUSB iShares Core Universal USD…	0.1%	$62.36M	1.35M	-16.0%	▼ Trim	2
250	KMX CarMax, Inc.	0.1%	$62.07M	1.49M	+94.8%	▲ Add	2
251	JEPI JPMorgan Equity Premium…	0.1%	$61.63M	1.09M	+7.3%	▲ Add	2
252	CP Canadian Pacific Kansas…	0.1%	$61.17M	777.63K	+5.5%	▲ Add	2
253	T AT&T Inc.	0.1%	$61.11M	2.11M	-0.3%	▼ Trim	2
254	COHR Coherent, Inc.	0.1%	$60.74M	254.71K	+153.8%	▲ Add	2
255	BA The Boeing Company	0.1%	$60.26M	302.10K	+13.5%	▲ Add	2
256	OKE ONEOK, Inc.	0.1%	$59.84M	662.04K	+6.0%	▲ Add	2
257	ETN Eaton Corporation plc	0.1%	$59.62M	166.23K	+5.8%	▲ Add	2
258	VOOG Vanguard S&P 500 Growth ETF	0.1%	$59.28M	179.34K	+24.9%	▲ Add	2
259	IYW iShares U.S. Technology ETF	0.1%	$58.83M	324.27K	+3.8%	▲ Add	2
260	VRTX Vertex Pharmaceuticals…	0.1%	$58.67M	131.44K	-1.1%	▼ Trim	2
261	HYD VanEck High Yield Muni ETF	0.1%	$58.37M	1.16M	-6.5%	▼ Trim	2
262	SMMD iShares Russell 2500 ETF	0.1%	$58.31M	763.70K	+0.8%	▲ Add	2
263	BN Brookfield Corporation	0.1%	$58.05M	1.43M	-7.5%	▼ Trim	2
264	WFC Wells Fargo & Company	0.1%	$57.81M	725.63K	-5.8%	▼ Trim	2
265	HSY The Hershey Company	0.1%	$57.31M	275.70K	+5.2%	▲ Add	2
266	INTU Intuit Inc.	0.1%	$56.95M	131.93K	-19.9%	▼ Trim	2
267	JGRO JPMorgan Active Growth ETF	0.1%	$56.58M	669.41K	+0.3%	▲ Add	2
268	GSST GOLDMAN SACHS ETF TR	0.1%	$55.94M	131.75K	-80.5%	▼ Trim	2
269	FICO Fair Isaac Corporation	0.1%	$55.81M	52.28K	+14.5%	▲ Add	2
270	VT Vanguard Total World Stock…	0.1%	$55.23M	397.48K	+3.8%	▲ Add	2
271	UYLD Angel Oak Ultrashort Income…	0.1%	$55.17M	1.08M	-4.0%	▼ Trim	2
272	VLO Valero Energy Corporation	0.1%	$54.96M	222.52K	+1.2%	▲ Add	2
273	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$54.84M	1.10M	+0.5%	▲ Add	2
274	ISRG Intuitive Surgical, Inc.	0.1%	$54.14M	117.41K	-4.3%	▼ Trim	2
275	NSC Norfolk Southern Corporation	0.1%	$53.81M	187.48K	+6.8%	▲ Add	2
276	VO Vanguard Morningstar…	0.1%	$53.48M	199.34K	+3.6%	▲ Add	2
277	BIL State Street SPDR Bloomberg…	0.1%	$52.80M	576.18K	+17.5%	▲ Add	2
278	TW Tradeweb Markets Inc.	0.1%	$52.78M	448.55K	-2.0%	▼ Trim	2
279	DE Deere & Company	0.1%	$52.53M	93.22K	-50.8%	▼ Trim	2
280	ISCG ISHARES TR	0.1%	$52.37M	955.72K	-1.9%	▼ Trim	2
281	BJ BJ's Wholesale Club…	0.1%	$51.98M	339.07K	-34.5%	▼ Trim	2
282	PCG PG&E Corporation	0.1%	$51.67M	2.94M	+24.4%	▲ Add	2
283	VGK Vanguard FTSE Europe ETF	0.1%	$51.60M	625.97K	+0.6%	▲ Add	2
284	SYK Stryker Corporation	0.1%	$51.28M	156.04K	+7.6%	▲ Add	2
285	DFSI DIMENSIONAL ETF TRUST	0.1%	$50.80M	1.16M	-0.2%	▼ Trim	2
286	RSG Republic Services, Inc.	0.1%	$50.49M	230.82K	-9.6%	▼ Trim	2
287	SCHD Schwab U.S. Dividend Equity…	0.1%	$50.38M	1.64M	+4.7%	▲ Add	2
288	BLUEROCK PVT REAL ESTATE FD (chưa ánh xạ)	—	$50.17M	3.02M	—		—
289	FIX Comfort Systems USA, Inc.	0.1%	$49.97M	36.19K	+53.8%	▲ Add	2
290	INTC Intel Corp.	0.1%	$49.92M	1.12M	-3.0%	▼ Trim	2
291	HELO JPMorgan Hedged Equity…	0.1%	$49.89M	780.65K	+1.2%	▲ Add	2
292	IWR iShares Russell Mid-Cap ETF	0.1%	$49.62M	509.88K	+1.6%	▲ Add	2
293	AZO AutoZone, Inc.	0.1%	$48.83M	14.46K	-23.1%	▼ Trim	2
294	MO Altria Group, Inc.	0.1%	$48.29M	730.40K	+0.1%	▲ Add	2
295	SU Suncor Energy Inc.	0.1%	$48.16M	728.51K	-1.4%	▼ Trim	2
296	SCHC Schwab International…	0.1%	$47.91M	1.03M	-0.5%	▼ Trim	2
297	SPYM State Street SPDR Portfolio…	0.1%	$47.80M	624.46K	-7.7%	▼ Trim	2
298	EEM iShares MSCI Emerging…	0.1%	$47.79M	840.44K	-1.3%	▼ Trim	2
299	TXN Texas Instruments…	0.1%	$47.53M	243.73K	+14.1%	▲ Add	2
300	VEU Vanguard FTSE All-World…	0.1%	$47.42M	630.99K	+4.4%	▲ Add	2
301	VLUE iShares MSCI USA Value…	0.1%	$47.16M	331.68K	+0.8%	▲ Add	2
302	PDEC INNOVATOR ETFS TRUST	0.1%	$47.16M	1.11M	-0.3%	▼ Trim	2
303	IXC iShares Global Energy ETF	0.1%	$47.08M	816.01K	+2.3%	▲ Add	2
304	CB Chubb Limited	0.1%	$46.68M	143.06K	+2.0%	▲ Add	2
305	EMR Emerson Electric Co.	0.1%	$46.53M	354.80K	-0.9%	▼ Trim	2
306	GD General Dynamics Corporation	0.1%	$46.08M	134.42K	+2.9%	▲ Add	2
307	RH Rh	0.1%	$45.80M	434.78K	+1.6%	▲ Add	2
308	IJK iShares S&P Mid-Cap 400…	0.1%	$45.60M	453.19K	-4.4%	▼ Trim	2
309	XMHQ Invesco S&P MidCap Quality…	0.1%	$45.58M	440.98K	-2.4%	▼ Trim	2
310	GLTR abrdn Physical Precious…	0.1%	$45.31M	207.14K	-5.5%	▼ Trim	2
311	DGRO iShares Core Dividend…	0.1%	$45.26M	644.85K	-4.5%	▼ Trim	2
312	GOVT iShares U.S. Treasury Bond…	0.1%	$45.04M	1.96M	+6.6%	▲ Add	2
313	TFC Truist Financial Corporation	0.1%	$44.77M	973.96K	+14.0%	▲ Add	2
314	FNDF Schwab Fundamental…	0.1%	$44.67M	912.65K	+75.1%	▲ Add	2
315	HAYW Hayward Holdings, Inc.	0.1%	$44.64M	3.34M	+29.5%	▲ Add	2
316	AVES AMERICAN CENTY ETF TR	0.0%	$44.24M	737.51K	0.0%	▲ Add	2
317	DLR Digital Realty Trust, Inc.	0.0%	$44.01M	244.22K	+1.6%	▲ Add	2
318	JHMM John Hancock Investments -…	0.0%	$43.63M	649.96K	-4.3%	▼ Trim	2
319	MSCI MSCI Inc.	0.0%	$43.33M	80.31K	+6.7%	▲ Add	2
320	RYAN Ryan Specialty Holdings…	0.0%	$43.19M	1.28M	+51.9%	▲ Add	2
321	IUSV iShares Core S&P U.S. Value…	0.0%	$42.81M	418.66K	-6.7%	▼ Trim	2
322	NVS Novartis AG	0.0%	$42.80M	280.43K	+34.5%	▲ Add	2
323	EMXC iShares MSCI Emerging…	0.0%	$42.78M	543.81K	-2.4%	▼ Trim	2
324	ADBE Adobe Inc.	0.0%	$42.67M	175.23K	+5.8%	▲ Add	2
325	LQD iShares iBoxx $ Investment…	0.0%	$42.56M	390.50K	+2.5%	▲ Add	2
326	USB U.S. Bancorp	0.0%	$42.24M	810.82K	-0.8%	▼ Trim	2
327	VIRT Virtu Financial, Inc.	0.0%	$42.14M	958.15K	+8.0%	▲ Add	2
328	NU Nu Holdings Ltd.	0.0%	$41.80M	2.86M	-54.0%	▼ Trim	2
329	BNY Bank of New York Mellon Corp	0.0%	$41.50M	349.13K	+11.0%	▲ Add	2
330	JSI JANUS DETROIT STR TR	0.0%	$41.38M	802.64K	+0.6%	▲ Add	2
331	VICI VICI Properties Inc.	0.0%	$41.23M	1.51M	+6.8%	▲ Add	2
332	FNDX Schwab Fundamental U.S.…	0.0%	$41.12M	1.48M	-1.5%	▼ Trim	2
333	D Dominion Energy, Inc.	0.0%	$40.91M	661.82K	+30.2%	▲ Add	2
334	COF Capital One Financial…	0.0%	$40.85M	223.67K	+15.2%	▲ Add	2
335	ACWI iShares MSCI ACWI ETF	0.0%	$40.59M	293.37K	+1.4%	▲ Add	2
336	IVLU iShares MSCI Intl Value…	0.0%	$40.55M	1.02M	-2.8%	▼ Trim	2
337	XONE BONDBLOXX ETF TRUST	0.0%	$40.36M	815.06K	+2.7%	▲ Add	2
338	TTWO Take-Two Interactive…	0.0%	$39.83M	201.40K	-9.7%	▼ Trim	2
339	GM General Motors Company	0.0%	$39.79M	533.81K	-3.0%	▼ Trim	2
340	IDV iShares International…	0.0%	$39.74M	933.72K	+11.5%	▲ Add	2
341	SHV iShares Trust iShares 0-1…	0.0%	$39.43M	357.16K	-2.1%	▼ Trim	2
342	KKR KKR & Co. Inc.	0.0%	$39.01M	421.75K	+12.2%	▲ Add	2
343	DTM DT Midstream, Inc.	0.0%	$38.82M	288.22K	+10.1%	▲ Add	2
344	EPD Enterprise Products…	0.0%	$38.79M	1.03M	+3.0%	▲ Add	2
345	VGLT Vanguard Long-Term Treasury…	0.0%	$38.52M	695.61K	-2.6%	▼ Trim	2
346	SCHA Schwab U.S. Small-Cap ETF	0.0%	$38.24M	1.31M	-7.0%	▼ Trim	2
347	VHT Vanguard Health Care ETF	0.0%	$38.13M	140.01K	+2.4%	▲ Add	2
348	BMY Bristol-Myers Squibb Company	0.0%	$37.85M	624.34K	+11.8%	▲ Add	2
349	COWZ Pacer US Cash Cows 100 ETF	0.0%	$37.76M	601.98K	-5.1%	▼ Trim	2
350	ADP Automatic Data Processing…	0.0%	$37.75M	185.70K	+11.9%	▲ Add	2
351	MDT Medtronic plc	0.0%	$37.53M	433.12K	-6.5%	▼ Trim	2
352	APH Amphenol Corporation	0.0%	$37.35M	294.87K	+32.6%	▲ Add	2
353	MRSH Marsh & McLennan Companies…	0.0%	$37.22M	214.55K	+53.0%	▲ Add	2
354	CSGP CoStar Group, Inc.	0.0%	$37.20M	922.12K	+9.6%	▲ Add	2
355	VGSR MANAGER DIRECTED PORTFOLIOS	0.0%	$37.18M	3.54M	-3.4%	▼ Trim	2
356	NVT nVent Electric plc	0.0%	$37.00M	312.57K	+15.9%	▲ Add	2
357	CVS CVS Health Corp.	0.0%	$36.32M	505.10K	-2.5%	▼ Trim	2
358	VYMI Vanguard International High…	0.0%	$35.87M	380.66K	-0.8%	▼ Trim	2
359	SMH VanEck Semiconductor ETF	0.0%	$35.82M	93.44K	-87.5%	▼ Trim	2
360	QQQM Invesco NASDAQ 100 ETF	0.0%	$35.82M	150.79K	+7.9%	▲ Add	2
361	EOG EOG Resources, Inc.	0.0%	$35.75M	247.29K	+11.9%	▲ Add	2
362	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$35.63M	721.25K	-23.5%	▼ Trim	2
363	IJS iShares S&P Small-Cap 600…	0.0%	$35.57M	300.33K	+1.9%	▲ Add	2
364	IWS iShares Russell Mid-Cap…	0.0%	$35.13M	241.07K	+1.9%	▲ Add	2
365	ARM Arm Holdings plc American…	0.0%	$34.92M	230.85K	+111.3%	▲ Add	2
366	LRGF iShares U.S. Equity Factor…	0.0%	$34.83M	527.71K	-1.0%	▼ Trim	2
367	CLOZ SERIES PORTFOLIOS TR	0.0%	$34.83M	1.36M	+4.1%	▲ Add	2
368	ALAB Astera Labs, Inc. Common…	0.0%	$34.47M	314.49K	-2.4%	▼ Trim	2
369	DTE DTE Energy Company	0.0%	$34.29M	234.50K	+4.7%	▲ Add	2
370	JCPB JPMorgan Core Plus Bond ETF	0.0%	$34.18M	100.49K	-86.3%	▼ Trim	2
371	URI United Rentals, Inc.	0.0%	$33.98M	46.58K	-3.3%	▼ Trim	2
372	IWO iShares Russell 2000 Growth…	0.0%	$33.95M	108.19K	-2.0%	▼ Trim	2
373	IDXX IDEXX Laboratories, Inc.	0.0%	$33.83M	60.19K	-2.0%	▼ Trim	2
374	EVRG Evergy, Inc.	0.0%	$33.67M	411.08K	+2.9%	▲ Add	2
375	BWXT BWX Technologies, Inc.	0.0%	$33.61M	164.40K	-3.0%	▼ Trim	2
376	BIPC Brookfield Infrastructure…	0.0%	$33.52M	848.26K	+9.2%	▲ Add	2
377	VNQ Vanguard Real Estate ETF	0.0%	$33.41M	375.05K	-2.3%	▼ Trim	2
378	GWW W.W. Grainger, Inc.	0.0%	$32.54M	29.78K	-3.0%	▼ Trim	2
379	COP ConocoPhillips	0.0%	$32.39M	245.51K	+0.7%	▲ Add	2
380	MCO Moody's Corporation	0.0%	$32.28M	73.90K	+12.6%	▲ Add	2
381	RY Royal Bank of Canada	0.0%	$32.08M	198.12K	-0.8%	▼ Trim	2
382	AAOI Applied Optoelectronics…	0.0%	$32.06M	379.06K	+1950.7%	▲ Add	2
383	FBCG Fidelity Blue Chip Growth…	0.0%	$32.06M	639.60K	+3.8%	▲ Add	2
384	WDC Western Digital Corporation	0.0%	$31.97M	117.14K	+154.0%	▲ Add	2
385	APD Air Products and Chemicals…	0.0%	$31.70M	109.09K	-1.8%	▼ Trim	2
386	UPS United Parcel Service, Inc.	0.0%	$31.62M	321.42K	-3.4%	▼ Trim	2
387	SPTM State Street SPDR Portfolio…	0.0%	$31.60M	399.67K	+0.4%	▲ Add	2
388	IBTH ISHARES TR	0.0%	$31.52M	1.41M	-0.3%	▼ Trim	2
389	LHX L3Harris Technologies, Inc.	0.0%	$31.20M	90.47K	+0.9%	▲ Add	2
390	JAVA JPMorgan Active Value ETF	0.0%	$31.05M	432.76K	+2.1%	▲ Add	2
391	FLMI FRANKLIN TEMPLETON ETF TR	0.0%	$31.01M	28.07K	-98.0%	▼ Trim	2
392	CMCSA Comcast Corporation	0.0%	$30.98M	1.08M	+2.9%	▲ Add	2
393	FLOT iShares Floating Rate Bond…	0.0%	$30.88M	606.06K	+1.2%	▲ Add	2
394	JEPQ JPMorgan Nasdaq Equity…	0.0%	$30.78M	554.46K	+24.2%	▲ Add	2
395	VONV Vanguard Russell 1000 Value…	0.0%	$30.65M	327.01K	0.0%	▼ Trim	2
396	FITB Fifth Third Bancorp	0.0%	$30.38M	653.83K	+49.8%	▲ Add	2
397	MMM 3M Company	0.0%	$30.32M	208.75K	-6.0%	▼ Trim	2
398	CASS CASS INFORMATION SYS INC	0.0%	$30.20M	686.01K	Mới	New	1
399	PAVE Global X - U.S.…	0.0%	$30.00M	590.38K	+4.3%	▲ Add	2
400	FTSL First Trust Senior Loan Fund	0.0%	$29.88M	667.00K	+2.6%	▲ Add	2
401	IBDR iShares iBonds Dec 2026…	0.0%	$29.86M	1.23M	-5.2%	▼ Trim	2
402	AGNC AGNC Investment Corp.	0.0%	$29.86M	2.98M	+136.9%	▲ Add	2
403	DGX Quest Diagnostics…	0.0%	$29.58M	150.86K	-2.0%	▼ Trim	2
404	CARY ANGEL OAK FUNDS TRUST	0.0%	$29.50M	1.00K	-99.9%	▼ Trim	2
405	MUNI PIMCO Intermediate…	0.0%	$29.07M	1.98K	-99.7%	▼ Trim	2
406	SOXX iShares Semiconductor ETF	0.0%	$28.98M	88.17K	+11.9%	▲ Add	2
407	WFC-PL Wells Fargo & Company	0.0%	$28.95M	25.03K	+24.9%	▲ Add	2
408	PMAR INNOVATOR ETFS TRUST	0.0%	$28.92M	648.21K	+12.7%	▲ Add	2
409	ROP Roper Technologies, Inc.	0.0%	$28.90M	81.64K	-39.3%	▼ Trim	2
410	GNRC Generac Holdings Inc.	0.0%	$28.89M	147.90K	+26.7%	▲ Add	2
411	EXR Extra Space Storage Inc.	0.0%	$28.84M	219.93K	-2.6%	▼ Trim	2
412	ERIE Erie Indemnity Company	0.0%	$28.76M	114.44K	+96.5%	▲ Add	2
413	MKC McCormick & Company…	0.0%	$28.61M	567.24K	+18.6%	▲ Add	2
414	SYLD CAMBRIA ETF TR	0.0%	$28.58M	379.04K	+4.7%	▲ Add	2
415	BSCQ Invesco BulletShares 2026…	0.0%	$28.49M	1.46M	+132.3%	▲ Add	2
416	IUSG iShares Core S&P U.S.…	0.0%	$28.33M	182.45K	+0.9%	▲ Add	2
417	FCX Freeport-McMoRan Inc.	0.0%	$28.27M	480.11K	+18.4%	▲ Add	2
418	CGGO Capital Group Global Growth…	0.0%	$28.24M	846.27K	-3.2%	▼ Trim	2
419	MFC Manulife Financial…	0.0%	$28.12M	815.60K	+2.4%	▲ Add	2
420	CEG Constellation Energy…	0.0%	$28.08M	100.54K	-37.5%	▼ Trim	2
421	RWJ Invesco S&P SmallCap 600…	0.0%	$28.07M	555.97K	+5.8%	▲ Add	2
422	VRT Vertiv Holdings Co	0.0%	$28.06M	111.73K	+125.4%	▲ Add	2
423	DFIS Dimensional - International…	0.0%	$27.96M	830.32K	+0.5%	▲ Add	2
424	MAR Marriott International, Inc.	0.0%	$27.87M	85.22K	-4.9%	▼ Trim	2
425	JMTG JPMorgan Mortgage-Backed…	0.0%	$27.82M	545.47K	+8.1%	▲ Add	2
426	SPE-PC SPECIAL OPPORTUNITIES FD INC	0.0%	$27.78M	1.12M	-2.5%	▼ Trim	2
427	EOI EATON VANCE ENHANCED EQUITY	0.0%	$27.65M	1.47M	+88.8%	▲ Add	2
428	WELL Welltower Inc.	0.0%	$27.42M	138.71K	-0.8%	▼ Trim	2
429	SPG Simon Property Group, Inc.	0.0%	$26.92M	144.21K	-4.9%	▼ Trim	2
430	KRMN Karman Holdings Inc.	0.0%	$26.69M	333.42K	+59.9%	▲ Add	2
431	CELC Celcuity Inc.	0.0%	$26.64M	233.39K	-0.6%	▼ Trim	2
432	ENSG The Ensign Group, Inc.	0.0%	$26.48M	131.40K	-2.0%	▼ Trim	2
433	PRM Perimeter Solutions, Inc.	0.0%	$26.20M	1.07M	+130.9%	▲ Add	2
434	SBLK Star Bulk Carriers Corp.	0.0%	$26.18M	1.14M	+9.5%	▲ Add	2
435	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$26.03M	840.85K	-0.6%	▼ Trim	2
436	AVSU AMERICAN CENTY ETF TR	0.0%	$25.96M	351.22K	0.0%	Held	2
437	BSX Boston Scientific…	0.0%	$25.86M	411.49K	-29.4%	▼ Trim	2
438	SPTS State Street SPDR Portfolio…	0.0%	$25.72M	877.15K	+25.2%	▲ Add	2
439	IP International Paper Company	0.0%	$25.59M	716.91K	+22.3%	▲ Add	2
440	IJT iShares S&P Small-Cap 600…	0.0%	$25.51M	176.28K	-0.7%	▼ Trim	2
441	UCON First Trust Smith…	0.0%	$24.83M	1.00M	+4.7%	▲ Add	2
442	CIEN Ciena Corporation	0.0%	$24.57M	63.07K	+52.1%	▲ Add	2
443	RUNN STRATEGIC TRUST	0.0%	$24.50M	760.50K	-7.6%	▼ Trim	2
444	SLYV State Street SPDR S&P 600…	0.0%	$24.37M	257.62K	-4.1%	▼ Trim	2
445	ES Eversource Energy	0.0%	$24.30M	350.93K	+132.1%	▲ Add	2
446	ARMK Aramark	0.0%	$24.24M	597.79K	-2.9%	▼ Trim	2
447	CGGR Capital Group Growth ETF	0.0%	$24.20M	602.18K	-0.8%	▼ Trim	2
448	KMB Kimberly-Clark Corporation	0.0%	$24.13M	250.06K	+14.5%	▲ Add	2
449	DFSE DIMENSIONAL ETF TRUST	0.0%	$23.79M	536.98K	+0.7%	▲ Add	2
450	XLB State Street Materials…	0.0%	$23.62M	472.62K	0.0%	▼ Trim	2
451	CRWD CrowdStrike Holdings, Inc.	0.0%	$23.52M	59.03K	-47.1%	▼ Trim	2
452	FNDC Schwab Fundamental…	0.0%	$23.40M	504.74K	+0.1%	▲ Add	2
453	SPYG State Street SPDR Portfolio…	0.0%	$23.39M	238.87K	-4.2%	▼ Trim	2
454	MPC Marathon Petroleum…	0.0%	$23.37M	95.78K	+12.5%	▲ Add	2
455	ORI Old Republic International…	0.0%	$23.35M	584.76K	-2.8%	▼ Trim	2
456	DD DuPont de Nemours, Inc.	0.0%	$23.27M	508.08K	-9.7%	▼ Trim	2
457	JMST JPMorgan Ultra-Short…	0.0%	$23.25M	453.81K	-8.1%	▼ Trim	2
458	VCRM VANGUARD MUN BD FDS	0.0%	$23.12M	307.71K	+214.6%	▲ Add	2
459	ONDS Ondas Holdings Inc.	0.0%	$23.12M	2.56M	Mới	New	1
460	IQLT iShares MSCI Intl Quality…	0.0%	$23.04M	486.20K	-0.1%	▼ Trim	2
461	CMF iShares California Muni…	0.0%	$23.00M	404.36K	+17.6%	▲ Add	2
462	HYG iShares iBoxx $ High Yield…	0.0%	$22.88M	287.61K	+0.4%	▲ Add	2
463	KEY KeyCorp	0.0%	$22.86M	1.14M	+4.0%	▲ Add	2
464	MORN Morningstar, Inc.	0.0%	$22.82M	134.87K	-1.5%	▼ Trim	2
465	SPDW State Street SPDR Portfolio…	0.0%	$22.65M	496.24K	-0.4%	▼ Trim	2
466	PJAN INNOVATOR ETFS TRUST	0.0%	$22.61M	490.13K	-1.9%	▼ Trim	2
467	VIK Viking Holdings Ltd	0.0%	$22.52M	306.43K	+4.5%	▲ Add	2
468	BR Broadridge Financial…	0.0%	$22.48M	138.02K	-38.9%	▼ Trim	2
469	HCA HCA Healthcare, Inc.	0.0%	$22.43M	47.40K	+9.7%	▲ Add	2
470	RYN Rayonier Inc. REIT	0.0%	$22.42M	1.09M	+44.4%	▲ Add	2
471	CGDV Capital Group Dividend…	0.0%	$22.29M	523.79K	+5.5%	▲ Add	2
472	ITW Illinois Tool Works Inc.	0.0%	$22.25M	85.36K	+5.1%	▲ Add	2
473	CBOE Cboe Global Markets, Inc.	0.0%	$22.24M	79.14K	+0.6%	▲ Add	2
474	AOR iShares Core 60/40 Balanced…	0.0%	$22.03M	342.41K	-4.3%	▼ Trim	2
475	SHOP Shopify Inc.	0.0%	$21.96M	184.79K	-9.7%	▼ Trim	2
476	SMLF iShares U.S. Small-Cap…	0.0%	$21.95M	289.89K	-3.5%	▼ Trim	2
477	PAUG INNOVATOR ETFS TRUST	0.0%	$21.93M	513.28K	-9.4%	▼ Trim	2
478	NE Noble Corporation Plc	0.0%	$21.91M	446.55K	+8.7%	▲ Add	2
479	ELV Elevance Health Inc.	0.0%	$21.77M	72.05K	+31.1%	▲ Add	2
480	ACLC AMERICAN CENTY ETF TR	0.0%	$21.62M	293.28K	0.0%	Held	2
481	BKR Baker Hughes Company	0.0%	$21.51M	352.21K	+275.8%	▲ Add	2
482	CL Colgate-Palmolive Company	0.0%	$21.50M	252.73K	+4.1%	▲ Add	2
483	IRM Iron Mountain Incorporated	0.0%	$21.23M	207.53K	-4.8%	▼ Trim	2
484	TPR Tapestry, Inc.	0.0%	$21.18M	149.96K	+2.0%	▲ Add	2
485	AER AerCap Holdings N.V.	0.0%	$21.12M	153.92K	+3.8%	▲ Add	2
486	AGI Alamos Gold Inc.	0.0%	$21.07M	474.25K	-4.8%	▼ Trim	2
487	ARCC Ares Capital Corporation	0.0%	$20.97M	1.16M	+66.5%	▲ Add	2
488	GNK Genco Shipping & Trading…	0.0%	$20.88M	925.86K	+7.3%	▲ Add	2
489	IBB iShares Biotechnology ETF	0.0%	$20.82M	123.32K	-0.2%	▼ Trim	2
490	ULTA Ulta Beauty, Inc.	0.0%	$20.57M	39.25K	+73.3%	▲ Add	2
491	CCJ Cameco Corporation	0.0%	$20.36M	187.43K	-29.6%	▼ Trim	2
492	SCHV Schwab U.S. Large-Cap Value…	0.0%	$20.34M	666.15K	+2.3%	▲ Add	2
493	EXPE Expedia Group, Inc.	0.0%	$20.28M	87.41K	-57.8%	▼ Trim	2
494	PAYX Paychex, Inc.	0.0%	$20.17M	218.88K	+3.5%	▲ Add	2
495	AROC Archrock, Inc.	0.0%	$20.13M	578.55K	+16.8%	▲ Add	2
496	QAI NEW YORK LIFE INVESTMENTS ET	0.0%	$20.08M	588.41K	-2.8%	▼ Trim	2
497	GIS General Mills, Inc.	0.0%	$20.05M	538.70K	+5.7%	▲ Add	2
498	ISCV ISHARES TR	0.0%	$20.03M	288.14K	+1.0%	▲ Add	2
499	BRW SABA CAPITAL INCOME & OPRNT	0.0%	$19.95M	2.96M	-1.6%	▼ Trim	2
500	WT WisdomTree, Inc.	0.5%	$19.82M	329.77K	-1.0%	▼ 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
SUNB Sunbelt Rentals…	1.80M	—	Mới	$117.38M	0.1%
CASS	686.01K	—	Mới	$30.20M	0.0%
ONDS Ondas Holdings Inc.	2.56M	—	Mới	$23.12M	0.0%
AIPO	369.38K	—	Mới	$9.22M	0.0%
SM SM Energy Company	214.97K	—	Mới	$6.70M	0.0%
MOH Molina Healthcare, Inc.	21.93K	—	Mới	$2.92M	0.0%
PNFP Pinnacle Financial…	29.24K	—	Mới	$2.52M	0.0%
ULST	1.99K	—	Mới	$2.08M	0.0%
PWRD TCW Transform Systems…	21.05K	—	Mới	$2.06M	0.0%
NMM Navios Maritime…	28.35K	—	Mới	$1.91M	0.0%
VSNT Versant Media Group…	49.02K	—	Mới	$1.81M	0.0%
FIGR Figure Technology…	52.45K	—	Mới	$1.78M	0.0%
SARO StandardAero, Inc.	68.09K	—	Mới	$1.76M	0.0%
SPXX	108.91K	—	Mới	$1.75M	0.0%
OTF	129.12K	—	Mới	$1.60M	0.0%
FFBC First Financial Bancorp.	57.18K	—	Mới	$1.59M	0.0%
VSAT Viasat, Inc.	29.90K	—	Mới	$1.47M	0.0%
GBCI Glacier Bancorp, Inc.	32.69K	—	Mới	$1.46M	0.0%
BWX	6.72K	—	Mới	$1.36M	0.0%
ABFL Abacus FCF Leaders ETF	17.12K	—	Mới	$1.22M	0.0%
VCRB Vanguard Core Bond ETF	15.38K	—	Mới	$1.19M	0.0%
BAI iShares A.I. Innovation…	33.57K	—	Mới	$1.11M	0.0%
OAKM	35.20K	—	Mới	$970,179	0.0%
USD	19.79K	—	Mới	$948,865	0.0%
HYNE	64.19K	—	Mới	$929,078	0.0%
BMOP BNY Mellon Municipal…	33.57K	—	Mới	$826,730	0.0%
EVLN	16.85K	—	Mới	$816,397	0.0%
JIRE JPMorgan International…	10.65K	—	Mới	$806,852	0.0%
WYY	2.25K	—	Mới	$783,660	0.0%
SHLD Global X - Defense Tech…	11.03K	—	Mới	$781,610	0.0%
AAXJ iShares MSCI All…	7.79K	—	Mới	$749,858	0.0%
HIW Highwoods Properties…	32.08K	—	Mới	$709,014	0.0%
CFBK	24.87K	—	Mới	$694,236	0.0%
GPIQ Goldman Sachs…	13.72K	—	Mới	$679,052	0.0%
TEN Tsakos Energy…	17.05K	—	Mới	$672,793	0.0%
BNDW	9.06K	—	Mới	$619,160	0.0%
SFM Sprouts Farmers Market…	7.96K	—	Mới	$614,077	0.0%
BBIO BridgeBio Pharma, Inc.	7.76K	—	Mới	$577,867	0.0%
KOPN Kopin Corp.	246.46K	—	Mới	$554,536	0.0%
LEMB	13.53K	—	Mới	$552,161	0.0%
KFY Korn Ferry	8.25K	—	Mới	$534,177	0.0%
WF Woori Financial Group…	7.72K	—	Mới	$530,800	0.0%
GME GameStop Corp.	22.52K	—	Mới	$518,981	0.0%
JTEK JPMorgan U.S. Tech…	6.49K	—	Mới	$516,056	0.0%
ZIM ZIM Integrated Shipping…	18.29K	—	Mới	$482,046	0.0%
STBA S&T Bancorp, Inc.	11.44K	—	Mới	$478,406	0.0%
OIH VanEck Oil Services ETF	1.16K	—	Mới	$470,260	0.0%
LTC LTC Properties, Inc.	12.55K	—	Mới	$466,496	0.0%
CNM Core & Main, Inc.	9.21K	—	Mới	$454,971	0.0%
COPX Global X - Copper…	5.80K	—	Mới	$442,689	0.0%
STM STMicroelectronics N.V.	12.70K	—	Mới	$438,676	0.0%
LLYVA Liberty Live Group	4.57K	—	Mới	$429,614	0.0%
SPAB State Street SPDR…	16.76K	—	Mới	$429,514	0.0%
SWX Southwest Gas Holdings…	4.92K	—	Mới	$427,289	0.0%
EQNR Equinor ASA	9.92K	—	Mới	$418,750	0.0%
NJR New Jersey Resources…	7.57K	—	Mới	$416,003	0.0%
ARKB ARK 21Shares Bitcoin ETF	17.29K	—	Mới	$388,875	0.0%
ROIV Roivant Sciences Ltd.	13.94K	—	Mới	$386,000	0.0%
FLTR VanEck IG Floating Rate…	15.02K	—	Mới	$382,847	0.0%
CMBT Cmb.Tech N.V.	30.23K	—	Mới	$382,447	0.0%
FSEC FIDELITY INVESTMENT…	8.65K	—	Mới	$379,304	0.0%
EXPO Exponent, Inc.	5.79K	—	Mới	$377,717	0.0%
EFOR Everforth, Inc.	9.35K	—	Mới	$361,861	0.0%
EWZ iShares MSCI Brazil ETF	9.31K	—	Mới	$357,268	0.0%
MAKO	55.40K	—	Mới	$354,006	0.0%
VBIL	4.66K	—	Mới	$352,680	0.0%
LB LandBridge Company LLC	5.09K	—	Mới	$351,258	0.0%
SHAK Shake Shack Inc.	3.96K	—	Mới	$349,989	0.0%
TFLO iShares Treasury…	6.89K	—	Mới	$348,842	0.0%
JFR	44.44K	—	Mới	$334,176	0.0%
HESM Hess Midstream LP	8.45K	—	Mới	$328,483	0.0%
WBI	12.24K	—	Mới	$327,937	0.0%
NVMI Nova Ltd.	746	—	Mới	$323,973	0.0%
WAY Waystar Holding Corp.	13.30K	—	Mới	$320,592	0.0%
KOS Kosmos Energy Ltd.	114.21K	—	Mới	$317,510	0.0%
IEP Icahn Enterprises L.P.	41.89K	—	Mới	$316,294	0.0%
IYE	4.83K	—	Mới	$313,037	0.0%
FOX Fox Corporation	5.89K	—	Mới	$313,031	0.0%
NWS News Corporation	10.94K	—	Mới	$311,817	0.0%
ESE ESCO Technologies Inc.	1.10K	—	Mới	$311,111	0.0%
UTMD	4.90K	—	Mới	$303,628	0.0%
IVES	10.67K	—	Mới	$302,707	0.0%
IRDM Iridium Communications…	10.82K	—	Mới	$300,240	0.0%
PLAB Photronics, Inc.	7.40K	—	Mới	$298,953	0.0%
CVSB	5.83K	—	Mới	$295,078	0.0%
HTFL Heartflow, Inc. Common…	9.76K	—	Mới	$294,258	0.0%
VIAV Viavi Solutions Inc.	8.55K	—	Mới	$284,445	0.0%
TSEM Tower Semiconductor Ltd.	1.62K	—	Mới	$284,102	0.0%
CVE Cenovus Energy Inc.	10.49K	—	Mới	$283,688	0.0%
REMX	3.22K	—	Mới	$283,448	0.0%
MSTY	13.20K	—	Mới	$281,028	0.0%
PEO	10.02K	—	Mới	$278,473	0.0%
VTS Vitesse Energy, Inc.	15.32K	—	Mới	$278,245	0.0%
OLLI Ollie's Bargain Outlet…	3.01K	—	Mới	$277,409	0.0%
OUT Outfront Media Inc.	10.46K	—	Mới	$277,165	0.0%
NTCT NetScout Systems, Inc.	8.70K	—	Mới	$276,654	0.0%
IBTA Ibotta, Inc.	9.23K	—	Mới	$276,593	0.0%
AZZ AZZ Inc.	2.19K	—	Mới	$274,501	0.0%
USO United States Oil Fund…	2.12K	—	Mới	$269,404	0.0%
SPXU	4.70K	—	Mới	$266,548	0.0%
FTS Fortis Inc.	4.75K	—	Mới	$265,226	0.0%
BTU Peabody Energy…	8.04K	—	Mới	$265,047	0.0%
FORM FormFactor, Inc.	2.71K	—	Mới	$262,757	0.0%
DAC Danaos Corporation	2.23K	—	Mới	$260,694	0.0%
VZLA Vizsla Silver Corp.	78.72K	—	Mới	$259,766	0.0%
SCMB Schwab Municipal Bond…	10.05K	—	Mới	$256,101	0.0%
CNR Core Natural Resources…	2.35K	—	Mới	$246,675	0.0%
NFRA Northern Trust STOXX…	3.81K	—	Mới	$243,330	0.0%
CSWC Capital Southwest…	10.96K	—	Mới	$242,435	0.0%
LASR nLIGHT, Inc.	4.23K	—	Mới	$241,367	0.0%
HTO H2O America	4.12K	—	Mới	$237,258	0.0%
BRZE Braze, Inc.	10.01K	—	Mới	$236,337	0.0%
PARR Par Pacific Holdings…	3.74K	—	Mới	$234,089	0.0%
PEBO Peoples Bancorp Inc.	7.10K	—	Mới	$233,354	0.0%
PKX POSCO Holdings Inc.	3.99K	—	Mới	$233,278	0.0%
WRBY Warby Parker Inc.	10.97K	—	Mới	$231,078	0.0%
AVNT Avient Corporation	6.35K	—	Mới	$230,807	0.0%
USAC USA Compression…	8.50K	—	Mới	$230,520	0.0%
AMX América Móvil, S.A.B.…	9.01K	—	Mới	$229,619	0.0%
FRA	20.81K	—	Mới	$229,370	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
AAPL Apple Inc.	10.04M	9.55M	+5.1%	$2.54B	2.8%
MSFT Microsoft Corporation	5.32M	4.44M	+19.6%	$1.97B	2.2%
NVDA NVIDIA Corporation	12.11M	11.47M	+5.6%	$2.12B	2.4%
VOO Vanguard S&P 500 ETF	2.67M	2.66M	+0.4%	$1.60B	1.8%
AMZN Amazon.com, Inc.	7.68M	6.90M	+11.4%	$1.60B	1.8%
IVV iShares Core S&P 500 ETF	2.20M	2.10M	+5.1%	$1.44B	1.6%
GOOGL Alphabet Inc.	4.81M	4.05M	+18.6%	$1.39B	1.5%
AVGO Broadcom Inc.	3.22M	2.61M	+23.4%	$997.89M	1.1%
JPM JPMorgan Chase & Co.	3.11M	3.04M	+2.3%	$914.56M	1.0%
ITOT iShares Core S&P Total…	6.69M	6.15M	+8.7%	$953.52M	1.1%
BSVO EA Bridgeway Omni…	37.26M	36.37M	+2.4%	$945.23M	1.1%
VTI Vanguard Morningstar…	2.75M	2.55M	+7.7%	$881.44M	1.0%
VGIT Vanguard…	13.84M	12.57M	+10.1%	$824.05M	0.9%
DUHP Dimensional - US High…	20.39M	19.30M	+5.6%	$766.43M	0.9%
AVUV Avantis U.S. Small Cap…	6.67M	6.54M	+1.9%	$736.67M	0.8%
DFUS Dimensional U.S. Equity…	9.34M	9.26M	+0.8%	$664.17M	0.7%
BRK-B Berkshire Hathaway Inc.	1.33M	1.28M	+3.8%	$635.56M	0.7%
IXUS iShares Core MSCI Total…	7.00M	6.67M	+5.0%	$606.22M	0.7%
V Visa Inc.	1.94M	1.24M	+56.6%	$586.64M	0.7%
TMO Thermo Fisher…	1.14M	944.76K	+20.8%	$560.83M	0.6%
DISV Dimensional -…	13.91M	13.78M	+1.0%	$548.75M	0.6%
AMD Advanced Micro Devices…	2.68M	1.90M	+41.3%	$545.48M	0.6%
LRCX Lam Research Corporation	2.53M	2.05M	+23.4%	$542.47M	0.6%
VEA Vanguard FTSE Developed…	8.29M	7.88M	+5.2%	$531.22M	0.6%
DIHP Dimensional…	15.52M	14.50M	+7.1%	$509.19M	0.6%
XONA.DE Exxon Mobil Corporation	2.97M	2.95M	+0.7%	$503.25M	0.6%
QUAL iShares MSCI USA…	2.40M	2.39M	+0.6%	$461.27M	0.5%
JAAA Janus Henderson AAA CLO…	9.35M	8.23M	+13.6%	$472.33M	0.5%
ICE Intercontinental…	2.90M	2.21M	+31.2%	$456.25M	0.5%
AVDV Avantis International…	4.38M	4.12M	+6.2%	$437.27M	0.5%
PEP PepsiCo, Inc.	2.77M	1.96M	+41.5%	$430.67M	0.5%
JNJ Johnson & Johnson	1.60M	1.60M	+0.3%	$391.53M	0.4%
CVX Chevron Corporation	1.77M	1.72M	+2.5%	$365.02M	0.4%
APO Apollo Global…	3.25M	1.40M	+131.7%	$362.60M	0.4%
COST Costco Wholesale…	356.73K	348.60K	+2.3%	$355.47M	0.4%
SCHG Schwab U.S. Large-Cap…	12.15M	6.60M	+84.0%	$354.00M	0.4%
QUS	2.06M	2.03M	+1.2%	$352.95M	0.4%
PH Parker-Hannifin…	394.78K	221.01K	+78.6%	$353.46M	0.4%
LOW Lowe's Companies, Inc.	1.49M	1.08M	+38.7%	$352.91M	0.4%
VUG Vanguard Morningstar…	724.68K	706.26K	+2.6%	$309.19M	0.3%
PG The Procter & Gamble…	2.25M	2.17M	+3.6%	$324.87M	0.4%
DFEM Dimensional - Emerging…	9.01M	8.36M	+7.8%	$311.80M	0.3%
IWD iShares Russell 1000…	1.41M	1.41M	+0.1%	$302.31M	0.3%
AJG Arthur J. Gallagher &…	1.38M	644.13K	+114.2%	$298.75M	0.3%
ACN Accenture plc	1.50M	889.36K	+69.0%	$298.00M	0.3%
IDEV iShares Core MSCI…	3.52M	3.52M	+0.2%	$294.56M	0.3%
DFSD Dimensional - Short…	6.12M	5.45M	+12.4%	$293.13M	0.3%
BX Blackstone Inc.	2.51M	1.32M	+89.6%	$288.77M	0.3%
VRSK Verisk Analytics, Inc.	1.45M	38.28K	+3687.3%	$275.07M	0.3%
PM Philip Morris…	1.66M	1.59M	+4.4%	$274.86M	0.3%
TSLA Tesla, Inc.	654.69K	606.91K	+7.9%	$243.97M	0.3%
IVE iShares S&P 500 Value…	1.23M	1.23M	+0.3%	$259.56M	0.3%
ABT Abbott Laboratories	2.52M	1.58M	+59.9%	$258.76M	0.3%
SGOV iShares 0-3 Month…	2.51M	2.26M	+11.2%	$252.46M	0.3%
CSCO Cisco Systems, Inc.	3.19M	2.71M	+17.8%	$247.54M	0.3%
HD The Home Depot, Inc.	698.87K	687.48K	+1.7%	$229.88M	0.3%
LLY Eli Lilly and Company	237.12K	222.24K	+6.7%	$218.10M	0.2%
ZBRA Zebra Technologies…	1.13M	543.47K	+108.7%	$237.13M	0.3%
CRM Salesforce, Inc.	947.08K	895.33K	+5.8%	$176.82M	0.2%
VTIP Vanguard Short-Term…	4.60M	4.25M	+8.2%	$229.91M	0.3%
PNC The PNC Financial…	1.08M	715.70K	+51.0%	$224.85M	0.2%
GXO GXO Logistics, Inc.	4.19M	3.45M	+21.3%	$217.01M	0.2%
IEMG iShares Core MSCI…	3.06M	2.80M	+9.3%	$213.63M	0.2%
SCHW The Charles Schwab…	2.25M	2.10M	+7.3%	$211.80M	0.2%
AON Aon plc	630.80K	546.20K	+15.5%	$203.62M	0.2%
VWO Vanguard FTSE Emerging…	3.76M	3.51M	+7.1%	$203.45M	0.2%
DFNM	4.22M	3.66M	+15.3%	$202.35M	0.2%
AVLV Avantis U.S. Large Cap…	2.50M	2.21M	+13.3%	$202.29M	0.2%
MCD McDonald's Corporation	635.06K	604.09K	+5.1%	$197.34M	0.2%
DHR Danaher Corporation	1.03M	663.35K	+55.0%	$194.90M	0.2%
XLE State Street Energy…	3.09M	672.03K	+360.2%	$189.45M	0.2%
KLAC KLA Corporation	128.24K	124.36K	+3.1%	$189.40M	0.2%
VCIT Vanguard…	2.20M	2.20M	+0.1%	$182.33M	0.2%
BLK BlackRock, Inc.	187.52K	170.68K	+9.9%	$180.39M	0.2%
XLU State Street Utilities…	3.95M	2.45M	+61.5%	$181.36M	0.2%
J Jacobs Solutions Inc.	1.37M	1.34M	+2.5%	$174.56M	0.2%
CSL Carlisle Companies…	523.39K	222.22K	+135.5%	$174.61M	0.2%
HON Honeywell International…	769.53K	716.34K	+7.4%	$173.92M	0.2%
KMI Kinder Morgan, Inc.	5.17M	5.12M	+1.0%	$173.38M	0.2%
MRK Merck & Co., Inc.	1.44M	1.43M	+0.6%	$172.67M	0.2%
BSV Vanguard Short-Term…	2.14M	2.07M	+3.3%	$167.52M	0.2%
IJH iShares Core S&P…	2.47M	2.42M	+2.3%	$166.90M	0.2%
MINT PIMCO Enhanced Short…	1.64M	1.09M	+49.8%	$165.79M	0.2%
VV Vanguard Morningstar…	532.81K	521.86K	+2.1%	$160.04M	0.2%
IGSB iShares 1-5 Year…	3.05M	2.12M	+43.8%	$161.03M	0.2%
DFAU Dimensional - US Core…	3.51M	3.38M	+3.9%	$158.51M	0.2%
DFSV Dimensional - US Small…	4.50M	4.31M	+4.4%	$157.73M	0.2%
EFA iShares MSCI EAFE ETF	1.59M	1.55M	+2.7%	$154.31M	0.2%
DUK Duke Energy Corporation	1.15M	1.02M	+12.3%	$150.28M	0.2%
LMT Lockheed Martin…	247.41K	230.89K	+7.2%	$149.44M	0.2%
NFLX Netflix, Inc.	1.54M	1.45M	+6.2%	$147.76M	0.2%
MSI Motorola Solutions, Inc.	336.24K	313.73K	+7.2%	$145.93M	0.2%
WAT Waters Corporation	474.86K	271.76K	+74.7%	$141.41M	0.2%
SO The Southern Company	1.46M	1.42M	+3.3%	$141.13M	0.2%
CPRT Copart, Inc.	4.23M	3.33M	+27.1%	$140.39M	0.2%
VCSH Vanguard Short-Term…	1.74M	1.36M	+28.7%	$138.30M	0.2%
BLDR Builders FirstSource…	1.66M	692.65K	+140.1%	$136.93M	0.2%
ORCL Oracle Corporation	723.09K	686.50K	+5.3%	$106.77M	0.1%
ANET Arista Networks, Inc.	1.01M	994.53K	+1.7%	$128.44M	0.1%
JMBS Janus Henderson…	2.82M	2.81M	+0.7%	$127.71M	0.1%
VOE Vanguard Morningstar…	683.83K	677.18K	+1.0%	$126.02M	0.1%
JQUA JPMorgan U.S. Quality…	2.05M	1.37M	+50.0%	$125.90M	0.1%
VXUS Vanguard Total…	1.62M	1.61M	+1.1%	$125.19M	0.1%
ACWX iShares MSCI ACWI ex…	1.80M	1.68M	+7.1%	$123.37M	0.1%
SPGI S&P Global Inc.	288.36K	183.88K	+56.8%	$122.67M	0.1%
NOW ServiceNow, Inc.	995.59K	776.89K	+28.1%	$104.06M	0.1%
VMBS Vanguard…	2.52M	2.41M	+4.8%	$118.50M	0.1%
BKNG Booking Holdings Inc.	25.28K	22.08K	+14.5%	$86.85M	0.1%
ALC Alcon Inc.	1.56M	1.48M	+5.5%	$117.37M	0.1%
WMB The Williams Companies…	1.61M	1.54M	+4.9%	$117.25M	0.1%
GE GE Aerospace	383.57K	379.80K	+1.0%	$108.85M	0.1%
WM Waste Management, Inc.	506.02K	412.56K	+22.6%	$116.26M	0.1%
IEI iShares 3-7 Year…	963.83K	939.39K	+2.6%	$114.31M	0.1%
DFIC Dimensional -…	3.19M	3.19M	+0.1%	$113.38M	0.1%
BRK-A Berkshire Hathaway Inc.	159	148	+7.4%	$111.25M	0.1%
CARR Carrier Global…	1.95M	138.90K	+1302.0%	$109.67M	0.1%
DFGR	4.07M	4.01M	+1.7%	$108.30M	0.1%
KO The Coca-Cola Company	1.40M	1.39M	+0.7%	$106.36M	0.1%
COO The Cooper Companies…	1.39M	1.29M	+7.5%	$99.47M	0.1%
PANW Palo Alto Networks, Inc.	631.50K	565.49K	+11.7%	$101.29M	0.1%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
XLK State Street Technology…	12.98M	13.12M	-1.1%	$1.73B	1.9%
DFAC Dimensional - US Core…	42.58M	42.70M	-0.3%	$1.66B	1.8%
SPY State Street SPDR S&P…	2.43M	2.85M	-14.9%	$1.47B	1.6%
GOOG Alphabet Inc.	4.15M	4.36M	-4.9%	$1.20B	1.3%
EQTY Kovitz Core Equity ETF	44.57M	45.04M	-1.1%	$1.14B	1.3%
VGT Vanguard Information…	645.91K	1.30M	-50.2%	$447.11M	0.5%
IWF iShares Russell 1000…	1.34M	1.91M	-29.7%	$570.56M	0.6%
VTV Vanguard Morningstar…	4.28M	4.31M	-0.7%	$840.35M	0.9%
DFAT Dimensional - US…	13.14M	13.28M	-1.1%	$821.93M	0.9%
META Meta Platforms, Inc.	1.20M	1.22M	-1.7%	$689.33M	0.8%
IWB iShares Russell 1000 ETF	1.93M	1.96M	-1.1%	$689.38M	0.8%
DFIV Dimensional -…	13.54M	13.82M	-2.0%	$714.87M	0.8%
DFUV Dimensional - US…	14.70M	14.77M	-0.5%	$712.21M	0.8%
XLF State Street Financial…	8.37M	12.38M	-32.4%	$413.02M	0.5%
XLC State Street…	4.86M	4.94M	-1.6%	$538.58M	0.6%
XLV State Street Health…	3.08M	3.10M	-0.5%	$451.76M	0.5%
WT WisdomTree, Inc.	5.45M	5.50M	-1.0%	$442.11M	0.5%
WMT Walmart Inc.	3.39M	3.52M	-3.9%	$420.94M	0.5%
MA Mastercard Incorporated	665.03K	687.54K	-3.3%	$332.32M	0.4%
KEYS Keysight Technologies…	1.39M	1.41M	-1.3%	$392.06M	0.4%
XLY State Street Consumer…	3.02M	3.05M	-0.9%	$328.87M	0.4%
RSP Invesco S&P 500 Equal…	1.61M	1.87M	-13.9%	$309.81M	0.3%
OEF iShares S&P 100 ETF	1.04M	1.04M	-0.2%	$330.76M	0.4%
DFAX Dimensional World ex…	10.40M	10.68M	-2.6%	$353.36M	0.4%
XLI State Street Industrial…	2.01M	2.08M	-3.2%	$325.29M	0.4%
DIA State Street SPDR Dow…	577.80K	597.34K	-3.3%	$267.59M	0.3%
SMH VanEck Semiconductor ETF	93.44K	745.77K	-87.5%	$35.82M	0.0%
IEFA iShares Core MSCI EAFE…	2.89M	2.95M	-1.9%	$261.70M	0.3%
DFAS Dimensional - US Small…	3.45M	3.52M	-2.0%	$249.87M	0.3%
GS The Goldman Sachs…	259.99K	274.31K	-5.2%	$220.13M	0.2%
CAT Caterpillar Inc.	338.03K	395.64K	-14.6%	$239.75M	0.3%
IVW iShares S&P 500 Growth…	1.90M	1.92M	-0.9%	$215.44M	0.2%
AVUS Avantis U.S. Equity ETF	1.96M	1.98M	-1.1%	$232.69M	0.3%
IJR iShares Core S&P…	1.74M	1.75M	-0.5%	$215.95M	0.2%
QCOM QUALCOMM Incorporated	1.24M	1.25M	-1.1%	$159.24M	0.2%
ABBV AbbVie Inc.	894.47K	912.36K	-2.0%	$194.43M	0.2%
BAC Bank of America…	3.48M	3.55M	-1.7%	$169.92M	0.2%
GLD SPDR Gold Shares	448.60K	458.95K	-2.3%	$193.05M	0.2%
VXF Vanguard Extended…	901.75K	920.01K	-2.0%	$185.81M	0.2%
VBR Vanguard Morningstar…	829.36K	849.53K	-2.4%	$180.18M	0.2%
BDX Becton, Dickinson and…	949.47K	884.06K	-15.6% ✂	$149.29M	0.2%
AMAT Applied Materials, Inc.	478.86K	565.40K	-15.3%	$164.22M	0.2%
MU Micron Technology, Inc.	474.73K	506.11K	-6.2%	$161.98M	0.2%
VIG Vanguard Dividend…	688.70K	688.83K	0.0%	$148.15M	0.2%
TJX The TJX Companies, Inc.	922.53K	935.62K	-1.4%	$147.32M	0.2%
AVEM Avantis Emerging…	1.71M	1.74M	-1.5%	$147.02M	0.2%
PLTR Palantir Technologies…	678.84K	826.37K	-17.9%	$99.39M	0.1%
IWM iShares Russell 2000 ETF	584.67K	594.39K	-1.6%	$145.44M	0.2%
KAT	2.50M	2.65M	-5.7%	$134.13M	0.1%
ADI Analog Devices, Inc.	435.41K	521.02K	-16.4%	$138.60M	0.2%
IWV iShares Russell 3000 ETF	360.40K	364.39K	-1.1%	$133.59M	0.1%
AGG iShares Core U.S.…	1.34M	1.37M	-2.1%	$133.59M	0.1%
AXP American Express Company	256.86K	357.73K	-28.2%	$77.97M	0.1%
PCAR PACCAR Inc	1.10M	1.20M	-8.8%	$126.70M	0.1%
IEF iShares 7-10 Year…	1.31M	1.35M	-3.4%	$124.76M	0.1%
MUB iShares National Muni…	1.05M	1.20M	-12.1%	$111.87M	0.1%
ASML ASML Holding N.V.	95.37K	107.17K	-11.0%	$126.09M	0.1%
IBM International Business…	393.51K	415.56K	-5.3%	$95.41M	0.1%
AMGN Amgen Inc.	360.04K	366.36K	-1.7%	$122.11M	0.1%
UBER Uber Technologies, Inc.	1.14M	1.41M	-19.0%	$82.02M	0.1%
GLW Corning Inc	868.77K	1.10M	-21.2%	$118.32M	0.1%
USMV iShares MSCI USA Min…	1.19M	1.23M	-3.0%	$110.22M	0.1%
AVDE Avantis International…	1.29M	1.38M	-6.8%	$114.34M	0.1%
ICSH iShares Ultra Short…	235.44K	2.20M	-89.3%	$77.44M	0.1%
FBND Fidelity Total Bond ETF	1.76M	2.37M	-25.6%	$109.58M	0.1%
SHY iShares 1-3 Year…	1.25M	1.32M	-5.3%	$103.19M	0.1%
INTU Intuit Inc.	131.93K	164.72K	-19.9%	$56.95M	0.1%
EFV iShares MSCI EAFE Value…	1.46M	1.50M	-3.0%	$108.60M	0.1%
CME CME Group Inc.	365.88K	366.81K	-0.2%	$108.06M	0.1%
ASTS AST SpaceMobile, Inc.	1.26M	1.27M	-0.8%	$104.37M	0.1%
DIS The Walt Disney Company	887.16K	913.02K	-2.8%	$85.54M	0.1%
NU Nu Holdings Ltd.	2.86M	6.21M	-54.0%	$41.80M	0.0%
NEE NextEra Energy, Inc.	1.10M	1.11M	-0.9%	$102.28M	0.1%
SCZ iShares MSCI EAFE…	1.28M	1.30M	-0.9%	$100.71M	0.1%
STX Seagate Technology…	249.28K	328.39K	-24.1%	$97.87M	0.1%
SYY Sysco Corporation	1.13M	1.28M	-11.7%	$80.36M	0.1%
IAU iShares Gold Trust	1.06M	1.08M	-1.9%	$93.26M	0.1%
DFAI Dimensional -…	2.28M	2.29M	-0.5%	$89.10M	0.1%
DFAR	3.58M	3.80M	-6.0%	$89.09M	0.1%
DE Deere & Company	93.22K	189.56K	-50.8%	$52.53M	0.1%
SCHX Schwab U.S. Large-Cap…	3.20M	3.20M	-0.1%	$82.21M	0.1%
PRF Invesco RAFI US 1000 ETF	1.71M	1.71M	-0.4%	$81.15M	0.1%
AMTM Amentum Holdings, Inc.	2.60M	2.79M	-6.8%	$67.94M	0.1%
UNH UnitedHealth Group…	232.60K	245.17K	-5.1%	$63.16M	0.1%
NOC Northrop Grumman…	112.22K	115.66K	-3.0%	$76.56M	0.1%
IUSB iShares Core Universal…	1.35M	1.61M	-16.0%	$62.36M	0.1%
DFAE Dimensional - Emerging…	2.15M	2.15M	-0.1%	$73.41M	0.1%
MDY State Street SPDR S&P…	107.74K	121.27K	-11.2%	$66.54M	0.1%
EFG iShares MSCI EAFE…	604.48K	631.97K	-4.3%	$67.32M	0.1%
BN Brookfield Corporation	1.43M	1.55M	-7.5%	$58.05M	0.1%
DVY iShares Select Dividend…	465.70K	466.23K	-0.1%	$70.52M	0.1%
VTHR Vanguard Russell 3000…	231.94K	237.45K	-2.3%	$66.72M	0.1%
WFC Wells Fargo & Company	725.63K	770.40K	-5.8%	$57.81M	0.1%
FDX FedEx Corporation	194.73K	230.12K	-15.4%	$69.40M	0.1%
ISRG Intuitive Surgical, Inc.	117.41K	122.73K	-4.3%	$54.14M	0.1%
DLTR Dollar Tree, Inc.	93.08K	558.33K	-83.3%	$10.17M	0.0%
MS Morgan Stanley	383.62K	386.85K	-0.8%	$63.31M	0.1%
CSX CSX Corporation	1.54M	1.89M	-18.6%	$63.18M	0.1%
VBK Vanguard Morningstar…	223.56K	227.91K	-1.9%	$67.57M	0.1%
CACI CACI International Inc	120.81K	123.67K	-2.3%	$65.71M	0.1%
LIN Linde plc	130.40K	132.41K	-1.5%	$64.64M	0.1%
IWN iShares Russell 2000…	339.19K	340.89K	-0.5%	$64.31M	0.1%
AZO AutoZone, Inc.	14.46K	18.78K	-23.1%	$48.83M	0.1%
HYD VanEck High Yield Muni…	1.16M	1.25M	-6.5%	$58.37M	0.1%
T AT&T Inc.	2.11M	2.12M	-0.3%	$61.11M	0.1%
VRTX Vertex Pharmaceuticals…	131.44K	132.85K	-1.1%	$58.67M	0.1%
ROP Roper Technologies, Inc.	81.64K	134.39K	-39.3%	$28.90M	0.0%
EXPE Expedia Group, Inc.	87.41K	206.98K	-57.8%	$20.28M	0.0%
UYLD Angel Oak Ultrashort…	1.08M	1.13M	-4.0%	$55.17M	0.1%
TTWO Take-Two Interactive…	201.40K	222.99K	-9.7%	$39.83M	0.0%
GSST	131.75K	675.68K	-80.5%	$55.94M	0.1%
BSX Boston Scientific…	411.49K	583.25K	-29.4%	$25.86M	0.0%
CEG Constellation Energy…	100.54K	160.74K	-37.5%	$28.08M	0.0%
RSG Republic Services, Inc.	230.82K	255.44K	-9.6%	$50.49M	0.1%
ALAB Astera Labs, Inc.…	314.49K	322.32K	-2.4%	$34.47M	0.0%
DASH DoorDash, Inc.	66.23K	243.54K	-72.8%	$11.82M	0.0%
SPYM State Street SPDR…	624.46K	676.21K	-7.7%	$47.80M	0.1%
ISCG	955.72K	973.84K	-1.9%	$52.37M	0.1%
TW Tradeweb Markets Inc.	448.55K	457.49K	-2.0%	$52.78M	0.1%
CRWD CrowdStrike Holdings…	59.03K	111.69K	-47.1%	$23.52M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CYBR CyberArk Software Ltd.	—	46.53K	Thoát	$20.76M	0.0%
INN Summit Hotel…	—	13.03M	Thoát	$12.95M	0.0%
CMA Comerica Incorporated	—	123.91K	Thoát	$10.77M	0.0%
SJNK State Street SPDR…	—	344.94K	Thoát	$8.73M	0.0%
UVXY	—	220.22K	Thoát	$7.91M	0.0%
MTN Vail Resorts, Inc.	—	57.20K	Thoát	$7.72M	0.0%
RYH	—	214.01K	Thoát	$6.82M	0.0%
DAY Dayforce Inc	—	88.02K	Thoát	$6.09M	0.0%
RLX RLX Technology Inc.	—	1.95M	Thoát	$4.54M	0.0%
BSJQ	—	169.49K	Thoát	$3.96M	0.0%
NBN	—	36.13K	Thoát	$3.62M	0.0%
EXAS Exact Sciences…	—	37.12K	Thoát	$3.54M	0.0%
CIVI Civitas Resources, Inc.	—	127.28K	Thoát	$3.45M	0.0%
EMHY	—	83.30K	Thoát	$3.36M	0.0%
CCB Coastal Financial…	—	23.84K	Thoát	$2.73M	0.0%
IMUX	—	2.62M	Thoát	$2.29M	0.0%
RSPD	—	37.92K	Thoát	$2.16M	0.0%
SSB SouthState Bank Corp.	—	22.88K	Thoát	$2.15M	0.0%
BXMX	—	138.19K	Thoát	$2.02M	0.0%
CFLT Confluent, Inc.	—	61.11K	Thoát	$1.84M	0.0%
CRL Charles River…	—	9.08K	Thoát	$1.81M	0.0%
BDJ	—	175.35K	Thoát	$1.66M	0.0%
SNV Synovus Financial Corp.	—	32.84K	Thoát	$1.64M	0.0%
LQDA Liquidia Corporation	—	61.16K	Thoát	$1.64M	0.0%
TSHA Taysha Gene Therapies…	—	295.52K	Thoát	$1.63M	0.0%
CIO	—	228.82K	Thoát	$1.60M	0.0%
LPLA LPL Financial Holdings…	—	4.21K	Thoát	$1.50M	0.0%
TECH Bio-Techne Corporation	—	25.37K	Thoát	$1.49M	0.0%
BSMU	—	65.02K	Thoát	$1.43M	0.0%
WKC World Kinect Corporation	—	61.05K	Thoát	$1.43M	0.0%
TFX Teleflex Incorporated	—	11.38K	Thoát	$1.39M	0.0%
BSJR	—	58.62K	Thoát	$1.33M	0.0%
BSJS	—	59.71K	Thoát	$1.31M	0.0%
STZ Constellation Brands…	—	8.52K	Thoát	$1.17M	0.0%
CRML Critical Metals Corp.	—	183.07K	Thoát	$1.14M	0.0%
PLYM	—	52.09K	Thoát	$1.14M	0.0%
GLOB Globant S.A.	—	17.40K	Thoát	$1.14M	0.0%
JAMF Jamf Holding Corp.	—	87.45K	Thoát	$1.14M	0.0%
VET Vermilion Energy Inc.	—	137.50K	Thoát	$1.08M	0.0%
ONON On Holding AG	—	19.46K	Thoát	$998,282	0.0%
VENU	—	108.16K	Thoát	$910,690	0.0%
GL Globe Life Inc.	—	6.45K	Thoát	$901,677	0.0%
IR Ingersoll Rand Inc.	—	11.15K	Thoát	$886,525	0.0%
FYBR Frontier Communications…	—	22.31K	Thoát	$849,319	0.0%
CRBG Corebridge Financial…	—	26.78K	Thoát	$807,835	0.0%
BLD TopBuild Corp.	—	1.92K	Thoát	$798,526	0.0%
SMCI Super Micro Computer…	—	26.68K	Thoát	$781,006	0.0%
BRO Brown & Brown, Inc.	—	9.60K	Thoát	$766,792	0.0%
AAP Advance Auto Parts, Inc.	—	12.64K	Thoát	$717,614	0.0%
LNT Alliant Energy…	—	10.91K	Thoát	$712,316	0.0%
DCH Dauch Corp.	—	114.51K	Thoát	$689,596	0.0%
GOF	—	46.29K	Thoát	$680,228	0.0%
CPB Campbell Soup Company	—	24.14K	Thoát	$672,709	0.0%
BUXX	—	30.00K	Thoát	$608,400	0.0%
IBDU iShares iBonds Dec 2029…	—	25.87K	Thoát	$605,418	0.0%
U Unity Software Inc.	—	13.59K	Thoát	$578,516	0.0%
CNP CenterPoint Energy, Inc.	—	14.63K	Thoát	$561,101	0.0%
PATH UiPath Inc.	—	36.10K	Thoát	$560,566	0.0%
PVH PVH Corp.	—	7.93K	Thoát	$531,667	0.0%
MRCY Mercury Systems, Inc.	—	7.13K	Thoát	$520,853	0.0%
CABO Cable One, Inc.	—	4.47K	Thoát	$504,671	0.0%
DLB Dolby Laboratories, Inc.	—	7.63K	Thoát	$489,805	0.0%
NVDL GraniteShares 2x Long…	—	5.51K	Thoát	$484,935	0.0%
ELDN	—	317.44K	Thoát	$479,339	0.0%
THO Thor Industries, Inc.	—	4.54K	Thoát	$465,869	0.0%
CADL Candel Therapeutics…	—	81.82K	Thoát	$462,261	0.0%
BHC Bausch Health Companies…	—	71.02K	Thoát	$458,666	0.0%
KW Kennedy-Wilson…	—	51.75K	Thoát	$433,155	0.0%
VALE Vale S.A.	—	32.88K	Thoát	$428,371	0.0%
SEE Sealed Air Corporation	—	10.34K	Thoát	$428,305	0.0%
BROS Dutch Bros Inc.	—	6.99K	Thoát	$427,964	0.0%
EQR Equity Residential	—	6.77K	Thoát	$426,699	0.0%
VOYA Voya Financial, Inc.	—	5.70K	Thoát	$424,752	0.0%
CMC Commercial Metals…	—	5.80K	Thoát	$401,621	0.0%
FCNCA First Citizens…	—	181	Thoát	$389,214	0.0%
BAX Baxter International…	—	19.85K	Thoát	$387,839	0.0%
RRX Regal Rexnord…	—	2.76K	Thoát	$387,116	0.0%
DUOL Duolingo, Inc.	—	2.18K	Thoát	$383,165	0.0%
RHP Ryman Hospitality…	—	4.04K	Thoát	$381,792	0.0%
BIO Bio-Rad Laboratories…	—	1.26K	Thoát	$380,960	0.0%
POOL Pool Corporation	—	1.63K	Thoát	$372,682	0.0%
VNT Vontier Corporation	—	10.00K	Thoát	$371,930	0.0%
PLNT Planet Fitness, Inc.	—	3.39K	Thoát	$367,900	0.0%
HEFA iShares Currency Hedged…	—	8.87K	Thoát	$366,894	0.0%
OLN Olin Corporation	—	17.54K	Thoát	$365,262	0.0%
IRT Independence Realty…	—	20.72K	Thoát	$362,218	0.0%
AZTA Azenta, Inc.	—	10.77K	Thoát	$358,245	0.0%
CELH Celsius Holdings, Inc.	—	7.80K	Thoát	$356,926	0.0%
EEFT Euronet Worldwide, Inc.	—	4.48K	Thoát	$340,820	0.0%
KBR KBR, Inc.	—	8.47K	Thoát	$340,639	0.0%
BBNX Beta Bionics, Inc.	—	10.66K	Thoát	$324,903	0.0%
MRP Millrose Properties…	—	10.75K	Thoát	$321,098	0.0%
RBA RB Global, Inc.	—	3.08K	Thoát	$317,355	0.0%
FDN First Trust Dow Jones…	—	1.15K	Thoát	$308,750	0.0%
RDNT RadNet, Inc.	—	4.27K	Thoát	$304,802	0.0%
AAL American Airlines Group…	—	19.84K	Thoát	$304,233	0.0%
IJUL	—	8.93K	Thoát	$299,125	0.0%
CIFR Cipher Mining Inc.	—	20.07K	Thoát	$296,250	0.0%
PLPC Preformed Line Products…	—	1.50K	Thoát	$294,225	0.0%
CVLT Commvault Systems, Inc.	—	1.59K	Thoát	$294,201	0.0%
EXP Eagle Materials Inc.	—	1.41K	Thoát	$291,513	0.0%
ADEA Adeia Inc.	—	16.89K	Thoát	$291,285	0.0%
RES RPC, Inc.	—	56.28K	Thoát	$289,894	0.0%
PCY Invesco Emerging…	—	13.31K	Thoát	$288,358	0.0%
NULG Nuveen ESG Large-Cap…	—	2.94K	Thoát	$287,729	0.0%
QS QuantumScape Corporation	—	27.25K	Thoát	$283,926	0.0%
FOUR Shift4 Payments, Inc.	—	4.50K	Thoát	$283,730	0.0%
NCLH Norwegian Cruise Line…	—	12.49K	Thoát	$278,986	0.0%
RRC Range Resources…	—	7.81K	Thoát	$275,385	0.0%
PPTA Perpetua Resources Corp.	—	11.16K	Thoát	$270,160	0.0%
RMBS Rambus Inc.	—	2.93K	Thoát	$269,055	0.0%
MDU MDU Resources Group…	—	13.66K	Thoát	$267,239	0.0%
FG F&G Annuities & Life…	—	8.64K	Thoát	$266,586	0.0%
GPK Graphic Packaging…	—	17.68K	Thoát	$266,283	0.0%
ECAT	—	16.17K	Thoát	$264,953	0.0%
IXJ iShares Global…	—	2.71K	Thoát	$264,457	0.0%
PRGO Perrigo Company plc	—	18.99K	Thoát	$264,335	0.0%
ENOV Enovis Corporation	—	9.87K	Thoát	$262,990	0.0%
FXR	—	3.29K	Thoát	$262,533	0.0%
MMYT MakeMyTrip Limited	—	3.14K	Thoát	$258,126	0.0%

Tuổi vị thế

2230–1 quý

23002–4 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
Cerity Partners LLC	2083	56.4%	0.7522	So sánh ⇄
Corient Private Wealth LP	1911	53.3%	0.741	So sánh ⇄
Rockefeller Capital Management L.P.	2334	49.1%	0.7402	So sánh ⇄
Commonwealth Equity Services, Llc	2133	50.4%	0.7147	So sánh ⇄
HighTower Advisors, LLC	2120	53.5%	0.7135	So sánh ⇄
Mariner, LLC	2106	54.7%	0.7008	So sánh ⇄
Fifth Third Bancorp	2224	49.8%	0.7006	So sánh ⇄
Ameriprise Financial Inc	2146	49.6%	0.6751	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 12 2026 13F-HR · kỳ Q2 2026

$97.63B · 2,759 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$89.91B · 2,644 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$87.74B · 2,645 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$61.99B · 2,200 vị thế · Xem hồ sơ SEC gốc ↗

Aug 14 2025 13F-HR · kỳ Q2 2025

$46.16B · 2,028 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Aug 12, 2026 · Phương pháp tính thay đổi

☆ Focus Partners Wealth

Focus Partners Wealth