운용사 기록

Focus Partners Wealth

St Louis, MO · CIK 1542153 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$97.63B보고된 13F 가치

2,759포지션

20.5%상위 10개 비중

131.80유효 보유 종목

6.4%추정 회전율

+307신규

−231청산

보고된 13F 포트폴리오 가치는 미국 보고 의무 대상 롱 포지션만을 포함하며 — 현금, 채권, 숏 또는 비미국 자산은 제외됩니다. 운용자산(AUM)이 아닙니다.

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 59.5% (+1.7pp)

기술 17.1% (+1.1pp)

커뮤니케이션 서비스 4.4% (-0.1pp)

산업재 4.3% (-0.5pp)

헬스케어 4.1% (-0.4pp)

경기소비재 4.0% (-0.4pp)

필수소비재 2.5% (-0.4pp)

에너지 1.8% (-0.6pp)

유틸리티 0.9% (-0.1pp)

부동산 0.7% (+0.0pp)

기초소재 0.7% (-0.2pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q2 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	AAPL Apple Inc.	3.0%	$2.89B	10.02M	+0.1%	▲ Add	3+
2	NVDA NVIDIA Corporation	2.6%	$2.48B	12.43M	+3.1%	▲ Add	3+
3	XLK State Street Technology…	2.5%	$2.42B	12.70M	-2.1%	▼ Trim	3+
4	MSFT Microsoft Corporation	1.9%	$1.90B	5.08M	-4.2%	▼ Trim	3+
5	DFAC Dimensional - US Core…	1.9%	$1.87B	42.13M	-1.1%	▼ Trim	3+
6	VOO Vanguard S&P 500 ETF	1.9%	$1.85B	2.69M	+0.6%	▲ Add	3+
7	IVV iShares Core S&P 500 ETF	1.9%	$1.81B	2.41M	+9.5%	▲ Add	3+
8	SPY State Street SPDR S&P 500…	1.7%	$1.65B	2.36M	-3.0%	▼ Trim	3+
9	AMZN Amazon.com, Inc.	1.7%	$1.63B	6.84M	-10.9%	▼ Trim	3+
10	GOOGL Alphabet Inc.	1.5%	$1.48B	4.13M	-14.1%	▼ Trim	3+
11	GOOG Alphabet Inc.	1.4%	$1.41B	3.99M	-3.7%	▼ Trim	3+
12	ITOT iShares Core S&P Total U.S.…	1.4%	$1.40B	8.54M	+27.7%	▲ Add	3+
13	EQTY Kovitz Core Equity ETF	1.3%	$1.23B	43.87M	-1.6%	▼ Trim	3+
14	BSVO EA Bridgeway Omni Small-Cap…	1.1%	$1.08B	36.84M	-1.1%	▼ Trim	3+
15	AVGO Broadcom Inc.	1.0%	$1.00B	2.66M	-17.2%	▼ Trim	3+
16	VTI Vanguard Morningstar Total…	1.0%	$1.00B	2.71M	-1.4%	▼ Trim	3+
17	JPM JPMorgan Chase & Co.	1.0%	$953.84M	2.91M	-6.2%	▼ Trim	3+
18	DFIV Dimensional - International…	1.0%	$929.04M	17.20M	+27.0%	▲ Add	3+
19	VTV Vanguard Morningstar Value…	1.0%	$928.78M	4.26M	-0.5%	▼ Trim	3+
20	DUHP Dimensional - US High…	0.9%	$895.74M	21.47M	+5.3%	▲ Add	3+
21	VGIT Vanguard Intermediate-Term…	0.9%	$893.62M	15.15M	+9.5%	▲ Add	3+
22	DFAT Dimensional - US Targeted…	0.9%	$873.19M	12.49M	-5.0%	▼ Trim	3+
23	VEA Vanguard FTSE Developed…	0.9%	$849.20M	11.92M	+43.8%	▲ Add	3+
24	AVUV Avantis U.S. Small Cap…	0.8%	$818.85M	6.56M	-1.5%	▼ Trim	3+
25	AMD Advanced Micro Devices, Inc.	0.8%	$789.83M	1.36M	-49.2%	▼ Trim	3+
26	DFUV Dimensional - US Marketwide…	0.8%	$782.11M	14.22M	-3.2%	▼ Trim	3+
27	DFUS Dimensional U.S. Equity ETF	0.8%	$773.76M	9.44M	+1.1%	▲ Add	3+
28	IWB iShares Russell 1000 ETF	0.8%	$761.41M	1.86M	-3.8%	▼ Trim	3+
29	LRCX Lam Research Corporation	0.7%	$711.76M	1.64M	-35.0%	▼ Trim	3+
30	BRK-B Berkshire Hathaway Inc.	0.7%	$679.29M	1.36M	+2.4%	▲ Add	3+
31	IXUS iShares Core MSCI Total…	0.7%	$666.21M	6.98M	-0.2%	▼ Trim	3+
32	IWF iShares Russell 1000 Growth…	0.7%	$653.04M	5.26M	-2.0% ✂	▼ Trim	3+
33	META Meta Platforms, Inc.	0.6%	$631.87M	1.12M	-6.2%	▼ Trim	3+
34	VGT Vanguard Information…	0.6%	$606.02M	5.07M	-1.9% ✂	▼ Trim	3+
35	V Visa Inc.	0.6%	$593.75M	1.73M	-10.8%	▼ Trim	3+
36	DIHP Dimensional International…	0.6%	$585.00M	17.14M	+10.4%	▲ Add	3+
37	DISV Dimensional - International…	0.6%	$538.31M	13.41M	-3.6%	▼ Trim	3+
38	XLF State Street Financial…	0.5%	$524.33M	9.78M	+16.9%	▲ Add	3+
39	AVDV Avantis International Small…	0.5%	$495.99M	4.81M	+10.0%	▲ Add	3+
40	XLV State Street Health Care…	0.5%	$478.64M	3.02M	-2.1%	▼ Trim	3+
41	JAAA Janus Henderson AAA CLO ETF	0.5%	$478.34M	9.44M	+1.0%	▲ Add	3+
42	XLI State Street Industrial…	0.5%	$452.72M	2.44M	+21.5%	▲ Add	3+
43	MU Micron Technology, Inc.	0.5%	$442.72M	383.74K	-19.2%	▼ Trim	3+
44	TMO Thermo Fisher Scientific…	0.4%	$431.44M	860.54K	-24.6%	▼ Trim	3+
45	XLC State Street Communication…	0.4%	$421.11M	3.93M	-19.1%	▼ Trim	3+
46	DFEM Dimensional - Emerging…	0.4%	$402.32M	9.90M	+9.8%	▲ Add	3+
47	QUS SPDR SERIES TRUST	0.4%	$389.35M	2.08M	+1.3%	▲ Add	3+
48	WMT Walmart Inc.	0.4%	$388.62M	3.43M	+1.4%	▲ Add	3+
49	KLAC KLA Corporation	0.4%	$386.50M	1.28M	-0.1% ✂	▼ Trim	3+
50	SMH VanEck Semiconductor ETF	0.4%	$386.11M	588.68K	+530.0%	▲ Add	3+
51	DFAX Dimensional World ex U.S.…	0.4%	$382.89M	10.39M	-0.1%	▼ Trim	3+
52	JNJ Johnson & Johnson	0.4%	$377.98M	1.49M	-7.2%	▼ Trim	3+
53	VUG Vanguard Morningstar Growth…	0.4%	$365.58M	4.24M	-2.4% ✂	▼ Trim	3+
54	XLY State Street Consumer…	0.4%	$354.50M	3.02M	+0.2%	▲ Add	3+
55	DFSD Dimensional - Short…	0.4%	$346.37M	7.25M	+18.5%	▲ Add	3+
56	IWD iShares Russell 1000 Value…	0.4%	$343.43M	1.42M	+0.2%	▲ Add	3+
57	RSP Invesco S&P 500 Equal…	0.3%	$337.03M	1.58M	-1.9%	▼ Trim	3+
58	PG The Procter & Gamble Company	0.3%	$336.01M	2.29M	+1.9%	▲ Add	3+
59	COST Costco Wholesale Corporation	0.3%	$334.37M	357.42K	+0.2%	▲ Add	3+
60	IDEV iShares Core MSCI…	0.3%	$331.28M	3.72M	+5.6%	▲ Add	3+
61	QUAL iShares MSCI USA Quality…	0.3%	$324.12M	1.48M	-38.5%	▼ Trim	3+
62	MA Mastercard Incorporated	0.3%	$322.71M	628.32K	-5.5%	▼ Trim	3+
63	CSCO Cisco Systems, Inc.	0.3%	$321.30M	2.74M	-14.2%	▼ Trim	3+
64	LLY Eli Lilly and Company	0.3%	$311.91M	260.05K	+9.7%	▲ Add	3+
65	CAT Caterpillar Inc.	0.3%	$303.57M	285.16K	-15.6%	▼ Trim	3+
66	KEYS Keysight Technologies, Inc.	0.3%	$299.74M	856.24K	-38.3%	▼ Trim	3+
67	AMAT Applied Materials, Inc.	0.3%	$298.65M	412.98K	-13.8%	▼ Trim	3+
68	DIA State Street SPDR Dow Jones…	0.3%	$298.00M	570.45K	-1.3%	▼ Trim	3+
69	TSLA Tesla, Inc.	0.3%	$295.90M	703.53K	+7.5%	▲ Add	3+
70	ICE Intercontinental Exchange…	0.3%	$291.96M	2.37M	-18.2%	▼ Trim	3+
71	PM Philip Morris International…	0.3%	$287.46M	1.59M	-4.5%	▼ Trim	3+
72	CVX Chevron Corporation	0.3%	$286.79M	1.73M	-2.0%	▼ Trim	3+
73	IEFA iShares Core MSCI EAFE ETF	0.3%	$277.22M	2.87M	-0.7%	▼ Trim	3+
74	IVE iShares S&P 500 Value ETF	0.3%	$273.68M	1.21M	-1.9%	▼ Trim	3+
75	IEMG iShares Core MSCI Emerging…	0.3%	$273.07M	3.30M	+7.7%	▲ Add	3+
76	DFAS Dimensional - US Small Cap…	0.3%	$269.82M	3.28M	-5.0%	▼ Trim	3+
77	VTIP Vanguard Short-Term…	0.3%	$268.11M	5.34M	+16.0%	▲ Add	3+
78	IVW iShares S&P 500 Growth ETF	0.3%	$267.90M	1.95M	+2.3%	▲ Add	3+
79	GS The Goldman Sachs Group…	0.3%	$260.10M	257.17K	-1.1%	▼ Trim	3+
80	PEP PepsiCo, Inc.	0.3%	$259.42M	1.92M	-30.9%	▼ Trim	3+
81	IJR iShares Core S&P Small-Cap…	0.3%	$257.13M	1.73M	-0.2%	▼ Trim	3+
82	WT WisdomTree, Inc.	0.5%	$251.66M	2.61M	-5.7%	▼ Trim	3+
83	AVUS Avantis U.S. Equity ETF	0.3%	$250.33M	1.95M	-0.2%	▼ Trim	3+
84	AVLV Avantis U.S. Large Cap…	0.3%	$249.44M	2.73M	+9.2%	▲ Add	3+
85	DFNM DIMENSIONAL ETF TRUST	0.3%	$245.04M	5.07M	+20.1%	▲ Add	3+
86	SGOV iShares 0-3 Month Treasury…	0.2%	$238.92M	2.37M	-5.4%	▼ Trim	3+
87	LOW Lowe's Companies, Inc.	0.2%	$238.28M	1.08M	-27.6%	▼ Trim	3+
88	SPGI S&P Global Inc.	0.2%	$237.50M	583.16K	+102.2%	▲ Add	3+
89	AON Aon plc	0.2%	$234.47M	706.90K	+12.1%	▲ Add	3+
90	ABBV AbbVie Inc.	0.2%	$233.92M	929.57K	+3.9%	▲ Add	3+
91	GLW Corning Inc	0.2%	$233.30M	914.25K	+5.2%	▲ Add	3+
92	SCHG Schwab U.S. Large-Cap…	0.2%	$231.33M	6.84M	-43.7%	▼ Trim	3+
93	SCHW The Charles Schwab…	0.2%	$230.54M	2.50M	+10.8%	▲ Add	3+
94	VWO Vanguard FTSE Emerging…	0.2%	$226.84M	3.80M	+1.0%	▲ Add	3+
95	QCOM QUALCOMM Incorporated	0.2%	$226.81M	1.23M	-0.7%	▼ Trim	3+
96	PANW Palo Alto Networks, Inc.	0.2%	$221.90M	650.69K	+3.0%	▲ Add	3+
97	VXF Vanguard Extended Market ETF	0.2%	$219.88M	893.05K	-1.0%	▼ Trim	3+
98	HD The Home Depot, Inc.	0.2%	$202.65M	574.59K	-17.8%	▼ Trim	3+
99	VBR Vanguard Morningstar…	0.2%	$202.48M	833.30K	+0.5%	▲ Add	3+
100	ISVL ISHARES TR	0.2%	$201.61M	4.00M	신규	New	1
101	PH Parker-Hannifin Corporation	0.2%	$200.74M	205.23K	-48.0%	▼ Trim	3+
102	BX Blackstone Inc.	0.2%	$197.12M	1.68M	-33.3%	▼ Trim	3+
103	APO Apollo Global Management…	0.2%	$194.71M	1.65M	-49.4%	▼ Trim	3+
104	IGSB iShares 1-5 Year Investment…	0.2%	$192.13M	3.67M	+20.2%	▲ Add	3+
105	BAC Bank of America Corporation	0.2%	$190.66M	3.35M	-4.0%	▼ Trim	3+
106	JQUA JPMorgan U.S. Quality…	0.2%	$190.42M	2.63M	+28.3%	▲ Add	3+
107	IJH iShares Core S&P Mid-Cap ETF	0.2%	$189.27M	2.45M	-0.7%	▼ Trim	3+
108	IWV iShares Russell 3000 ETF	0.2%	$187.71M	440.21K	+22.1%	▲ Add	3+
109	VCIT Vanguard Intermediate-Term…	0.2%	$185.66M	2.25M	+1.9%	▲ Add	3+
110	DFAU Dimensional - US Core…	0.2%	$182.94M	3.54M	+0.8%	▲ Add	3+
111	DFSV Dimensional - US Small Cap…	0.2%	$182.38M	4.70M	+4.5%	▲ Add	3+
112	WAT Waters Corporation	0.2%	$182.12M	485.60K	+2.3%	▲ Add	3+
113	PAVE Global X - U.S.…	0.2%	$180.37M	3.06M	+418.5%	▲ Add	3+
114	VV Vanguard Morningstar…	0.2%	$179.75M	522.65K	-1.9%	▼ Trim	3+
115	BLK BlackRock, Inc.	0.2%	$178.35M	186.98K	-0.3%	▼ Trim	3+
116	AJG Arthur J. Gallagher & Co.	0.2%	$177.05M	771.23K	-44.1%	▼ Trim	3+
117	MRK Merck & Co., Inc.	0.2%	$176.83M	1.38M	-4.2%	▼ Trim	3+
118	ASML ASML Holding N.V.	0.2%	$174.35M	87.64K	-8.1%	▼ Trim	3+
119	MCD McDonald's Corporation	0.2%	$172.91M	639.68K	+0.7%	▲ Add	3+
120	J Jacobs Solutions Inc.	0.2%	$171.94M	1.36M	-0.5%	▼ Trim	3+
121	XONA.DE Exxon Mobil Corporation	0.2%	$170.45M	1.25M	-58.0%	▼ Trim	3+
122	BSV Vanguard Short-Term Bond ETF	0.2%	$168.92M	2.17M	+1.5%	▲ Add	3+
123	EFA iShares MSCI EAFE ETF	0.2%	$166.07M	1.60M	+0.6%	▲ Add	3+
124	VIG Vanguard Dividend…	0.2%	$165.85M	700.90K	+1.8%	▲ Add	3+
125	ANET Arista Networks, Inc.	0.2%	$164.71M	969.57K	-4.2%	▼ Trim	3+
126	STX Seagate Technology Holdings…	0.2%	$163.27M	169.22K	-32.1%	▼ Trim	3+
127	KMI Kinder Morgan, Inc.	0.2%	$163.23M	5.11M	-1.3%	▼ Trim	3+
128	ABT Abbott Laboratories	0.2%	$159.17M	1.75M	-30.4%	▼ Trim	3+
129	ICSH iShares Ultra Short…	0.2%	$159.03M	3.14M	+1235.4%	▲ Add	3+
130	GLD SPDR Gold Shares	0.2%	$158.97M	431.53K	-3.8%	▼ Trim	3+
131	AVEM Avantis Emerging Markets…	0.2%	$158.17M	1.64M	-4.3%	▼ Trim	3+
132	PNC The PNC Financial Services…	0.2%	$158.09M	642.04K	-40.6%	▼ Trim	3+
133	OEF iShares S&P 100 ETF	0.2%	$157.12M	429.44K	-58.7%	▼ Trim	3+
134	CRM Salesforce, Inc.	0.2%	$156.27M	997.44K	+5.3%	▲ Add	3+
135	ADI Analog Devices, Inc.	0.2%	$154.36M	388.66K	-10.7%	▼ Trim	3+
136	SUNB Sunbelt Rentals Holdings Inc	0.2%	$153.85M	2.06M	+14.1%	▲ Add	2
137	EWY iShares MSCI South Korea ETF	0.2%	$152.82M	756.92K	+4454.6%	▲ Add	3+
138	CARR Carrier Global Corporation	0.2%	$152.65M	2.08M	+6.9%	▲ Add	3+
139	ZBRA Zebra Technologies…	0.2%	$151.35M	574.89K	-49.3%	▼ Trim	3+
140	INTC Intel Corp.	0.2%	$150.62M	1.08M	-3.9%	▼ Trim	3+
141	IWM iShares Russell 2000 ETF	0.2%	$149.97M	499.15K	-14.6%	▼ Trim	3+
142	DUK Duke Energy Corporation	0.1%	$146.17M	1.15M	+0.6%	▲ Add	3+
143	VXUS Vanguard Total…	0.1%	$145.37M	1.70M	+4.8%	▲ Add	3+
144	BDX Becton, Dickinson and…	0.1%	$144.42M	954.32K	+0.5%	▲ Add	3+
145	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$144.25M	1.90M	+5.2%	▲ Add	3+
146	MSI Motorola Solutions, Inc.	0.1%	$142.21M	342.43K	+1.8%	▲ Add	3+
147	GE GE Aerospace	0.1%	$139.26M	372.61K	-2.9%	▼ Trim	3+
148	TJX The TJX Companies, Inc.	0.1%	$138.83M	916.40K	-0.7%	▼ Trim	3+
149	DHR Danaher Corporation	0.1%	$138.14M	725.09K	-29.5%	▼ Trim	3+
150	MINT PIMCO Enhanced Short…	0.1%	$137.84M	1.37M	-16.6%	▼ Trim	3+
151	SO The Southern Company	0.1%	$134.74M	1.41M	-1.8%	▼ Trim	3+
152	VRSK Verisk Analytics, Inc.	0.1%	$132.69M	739.09K	-49.0%	▼ Trim	3+
153	AGG iShares Core U.S. Aggregate…	0.1%	$132.49M	1.34M	+0.1%	▲ Add	3+
154	IGIB iShares 5-10 Year…	0.1%	$131.66M	2.48M	+51.2%	▲ Add	3+
155	VOE Vanguard Morningstar…	0.1%	$129.17M	653.69K	-4.4%	▼ Trim	3+
156	ALC Alcon Inc.	0.1%	$128.10M	1.91M	+22.5%	▲ Add	3+
157	DFIC Dimensional - International…	0.1%	$127.52M	3.42M	+7.2%	▲ Add	3+
158	JMBS Janus Henderson…	0.1%	$127.21M	2.83M	0.0%	▲ Add	3+
159	BRK-A Berkshire Hathaway Inc.	0.1%	$126.56M	169	+6.3%	▲ Add	3+
160	KAT ADVISORS SER TR	0.1%	$126.08M	2.33M	-6.8%	▼ Trim	3+
161	IYZ ISHARES TR	0.1%	$124.04M	2.93M	신규	New	1
162	ACN Accenture plc	0.1%	$123.87M	995.44K	-33.8%	▼ Trim	3+
163	WT WisdomTree, Inc.	0.5%	$123.50M	1.29M	-5.7%	▼ Trim	3+
164	IEF iShares 7-10 Year Treasury…	0.1%	$122.46M	1.29M	-0.9%	▼ Trim	3+
165	CPRT Copart, Inc.	0.1%	$122.31M	4.34M	+2.6%	▲ Add	3+
166	GEV GE Vernova Inc.	0.1%	$121.97M	103.82K	-2.7%	▼ Trim	3+
167	WMB The Williams Companies, Inc.	0.1%	$121.56M	1.64M	+1.5%	▲ Add	3+
168	DFGR DIMENSIONAL ETF TRUST	0.1%	$114.68M	3.96M	-2.9%	▼ Trim	3+
169	ASTS AST SpaceMobile, Inc.	0.1%	$113.50M	1.28M	+1.4%	▲ Add	3+
170	VMBS Vanguard Mortgage-Backed…	0.1%	$113.40M	2.42M	-4.0%	▼ Trim	3+
171	WM Waste Management, Inc.	0.1%	$112.80M	506.11K	0.0%	▲ Add	3+
172	VCSH Vanguard Short-Term…	0.1%	$112.62M	1.43M	-18.3%	▼ Trim	3+
173	KO The Coca-Cola Company	0.1%	$112.54M	1.38M	-1.0%	▼ Trim	3+
174	FBND Fidelity Total Bond ETF	0.1%	$112.05M	2.46M	+39.9%	▲ Add	3+
175	SPEM State Street SPDR Portfolio…	0.1%	$111.25M	2.15M	-3.1%	▼ Trim	3+
176	LMT Lockheed Martin Corporation	0.1%	$109.91M	215.67K	-12.8%	▼ Trim	3+
177	AMGN Amgen Inc.	0.1%	$109.49M	315.58K	-12.3%	▼ Trim	3+
178	IEI iShares 3-7 Year Treasury…	0.1%	$108.33M	922.32K	-4.3%	▼ Trim	3+
179	USMV iShares MSCI USA Min Vol…	0.1%	$107.48M	1.11M	-6.2%	▼ Trim	3+
180	PCAR PACCAR Inc	0.1%	$106.78M	888.92K	-19.0%	▼ Trim	3+
181	IBM International Business…	0.1%	$106.74M	379.72K	-3.5%	▼ Trim	3+
182	SBUX Starbucks Corporation	0.1%	$106.19M	1.04M	+20.5%	▲ Add	3+
183	NFLX Netflix, Inc.	0.1%	$106.06M	1.49M	-3.5%	▼ Trim	3+
184	XLU State Street Utilities…	0.1%	$106.00M	2.34M	-40.8%	▼ Trim	3+
185	AVDE Avantis International…	0.1%	$105.15M	1.18M	-8.6%	▼ Trim	3+
186	GXO GXO Logistics, Inc.	0.1%	$104.95M	2.07M	-50.5%	▼ Trim	3+
187	SCZ iShares MSCI EAFE Small-Cap…	0.1%	$104.81M	1.27M	-0.8%	▼ Trim	3+
188	ORCL Oracle Corporation	0.1%	$104.18M	711.05K	-1.7%	▼ Trim	3+
189	XLE State Street Energy Select…	0.1%	$103.86M	1.96M	-36.8%	▼ Trim	3+
190	EFV iShares MSCI EAFE Value ETF	0.1%	$103.58M	1.35M	-7.2%	▼ Trim	3+
191	QLTY GMO ETF TRUST	0.1%	$103.35M	2.48M	+12.9%	▲ Add	3+
192	NEE NextEra Energy, Inc.	0.1%	$102.70M	1.17M	+6.2%	▲ Add	3+
193	COO The Cooper Companies, Inc.	0.1%	$101.14M	1.41M	+1.4%	▲ Add	3+
194	EOG EOG Resources, Inc.	0.1%	$100.88M	777.24K	+214.3%	▲ Add	3+
195	DFSU DIMENSIONAL ETF TRUST	0.1%	$100.75M	2.16M	+11.8%	▲ Add	3+
196	SYY Sysco Corporation	0.1%	$99.56M	1.19M	+5.7%	▲ Add	3+
197	SHY iShares 1-3 Year Treasury…	0.1%	$99.36M	1.21M	-3.2%	▼ Trim	3+
198	CSL Carlisle Companies…	0.1%	$99.01M	272.93K	-47.9%	▼ Trim	3+
199	FND Floor & Decor Holdings, Inc.	0.1%	$98.69M	1.66M	+9.1%	▲ Add	3+
200	SCHX Schwab U.S. Large-Cap ETF	0.1%	$97.87M	3.33M	+3.9%	▲ Add	3+
201	NOW ServiceNow, Inc.	0.1%	$97.75M	984.63K	-0.8%	▼ Trim	3+
202	MUB iShares National Muni Bond…	0.1%	$97.70M	907.87K	-13.8%	▼ Trim	3+
203	SCHF Schwab International Equity…	0.1%	$97.10M	3.51M	+10.5%	▲ Add	3+
204	PSX Phillips 66	0.1%	$95.84M	566.96K	+5.4%	▲ Add	3+
205	IWP iShares Russell Mid-Cap…	0.1%	$93.25M	636.88K	-3.2%	▼ Trim	3+
206	UNH UnitedHealth Group…	0.1%	$92.91M	223.55K	-3.2%	▼ Trim	3+
207	DFAI Dimensional - International…	0.1%	$92.49M	2.24M	-1.5%	▼ Trim	3+
208	JPST JPMorgan Ultra-Short Income…	0.1%	$91.24M	1.80M	+0.7%	▲ Add	3+
209	UBER Uber Technologies, Inc.	0.1%	$90.21M	1.25M	+9.9%	▲ Add	3+
210	VYM Vanguard High Dividend…	0.1%	$89.68M	567.49K	+7.6%	▲ Add	3+
211	CMI Cummins Inc.	0.1%	$89.37M	125.38K	-16.4%	▼ Trim	3+
212	HON Honeywell International Inc.	0.1%	$88.34M	394.55K	+2.5% ✂	▲ Add	3+
213	UNP Union Pacific Corporation	0.1%	$88.22M	324.32K	-3.4%	▼ Trim	3+
214	DFAR DIMENSIONAL ETF TRUST	0.1%	$88.07M	3.37M	-5.8%	▼ Trim	3+
215	MDLZ Mondelez International, Inc.	0.1%	$88.00M	1.52M	0.0%	▲ Add	3+
216	HONA Honeywell Aerospace Inc	0.1%	$87.54M	395.97K	신규	New	1
217	DFAE Dimensional - Emerging Core…	0.1%	$87.23M	2.17M	+0.8%	▲ Add	3+
218	TSM Taiwan Semiconductor…	0.1%	$86.58M	181.24K	-11.2%	▼ Trim	3+
219	PRF Invesco RAFI US 1000 ETF	0.1%	$85.95M	1.59M	-6.8%	▼ Trim	3+
220	MRVL Marvell Technology, Inc.	0.1%	$85.68M	287.60K	+130.5%	▲ Add	3+
221	VB Vanguard Morningstar…	0.1%	$85.12M	280.81K	+5.2%	▲ Add	3+
222	AXP American Express Company	0.1%	$84.52M	249.86K	-2.7%	▼ Trim	3+
223	PLTR Palantir Technologies Inc.	0.1%	$84.27M	722.27K	+6.4%	▲ Add	3+
224	IYW iShares U.S. Technology ETF	0.1%	$82.91M	328.69K	+1.4%	▲ Add	3+
225	TPL Texas Pacific Land…	0.1%	$82.29M	188.03K	-0.5%	▼ Trim	3+
226	BKNG Booking Holdings Inc.	0.1%	$81.45M	456.99K	-27.7% ✂	▼ Trim	3+
227	FIX Comfort Systems USA, Inc.	0.1%	$81.35M	41.05K	+13.4%	▲ Add	3+
228	C Citigroup Inc.	0.1%	$80.80M	577.51K	-18.6%	▼ Trim	3+
229	CME CME Group Inc.	0.1%	$80.54M	364.73K	-0.3%	▼ Trim	3+
230	SUB iShares Short-Term National…	0.1%	$80.00M	751.43K	+26.6%	▲ Add	3+
231	BAI iShares A.I. Innovation and…	0.1%	$79.96M	1.52M	+4417.4%	▲ Add	2
232	VBK Vanguard Morningstar…	0.1%	$79.77M	218.14K	-2.4%	▼ Trim	3+
233	BLDR Builders FirstSource, Inc.	0.1%	$78.92M	881.99K	-47.0%	▼ Trim	3+
234	VGSH Vanguard Short-Term…	0.1%	$78.76M	1.35M	-8.7%	▼ Trim	3+
235	BND Vanguard Total Bond Market…	0.1%	$78.75M	1.07M	0.0%	▲ Add	3+
236	IAU iShares Gold Trust	0.1%	$78.44M	1.04M	-2.3%	▼ Trim	3+
237	DIS The Walt Disney Company	0.1%	$78.11M	811.21K	-8.6%	▼ Trim	3+
238	LIN Linde plc	0.1%	$75.98M	146.42K	+12.3%	▲ Add	3+
239	IBTI ISHARES TR	0.1%	$75.87M	3.43M	+0.2%	▲ Add	3+
240	TDG TransDigm Group Incorporated	0.1%	$75.35M	56.57K	+3.1%	▲ Add	3+
241	DVY iShares Select Dividend ETF	0.1%	$74.74M	478.07K	+2.7%	▲ Add	3+
242	VTHR Vanguard Russell 3000 ETF	0.1%	$74.05M	223.43K	-3.7%	▼ Trim	3+
243	WDC Western Digital Corporation	0.1%	$73.47M	115.03K	-1.8%	▼ Trim	3+
244	VOOG Vanguard S&P 500 Growth ETF	0.1%	$73.09M	884.65K	-17.8% ✂	▼ Trim	3+
245	IWN iShares Russell 2000 Value…	0.1%	$72.78M	329.02K	-3.0%	▼ Trim	3+
246	EFG iShares MSCI EAFE Growth ETF	0.1%	$72.69M	584.22K	-3.4%	▼ Trim	3+
247	MS Morgan Stanley	0.1%	$72.18M	345.27K	-10.0%	▼ Trim	3+
248	MDY State Street SPDR S&P…	0.1%	$71.53M	101.69K	-5.6%	▼ Trim	3+
249	SMMD iShares Russell 2500 ETF	0.1%	$71.13M	776.24K	+1.6%	▲ Add	3+
250	VZ Verizon Communications Inc.	0.1%	$70.80M	1.67M	-1.5%	▼ Trim	3+
251	BA The Boeing Company	0.1%	$70.66M	326.41K	+5.5%	▲ Add	3+
252	FICO Fair Isaac Corporation	0.1%	$70.37M	58.90K	+12.7%	▲ Add	3+
253	VT Vanguard Total World Stock…	0.1%	$70.23M	447.50K	+12.6%	▲ Add	3+
254	CAH Cardinal Health, Inc.	0.1%	$69.56M	292.83K	-12.3%	▼ Trim	3+
255	SCHB Schwab U.S. Broad Market ETF	0.1%	$69.03M	2.38M	-10.2%	▼ Trim	3+
256	WFC Wells Fargo & Company	0.1%	$68.90M	833.74K	+14.9%	▲ Add	3+
257	ETN Eaton Corporation plc	0.1%	$68.55M	160.89K	-3.2%	▼ Trim	3+
258	ARM Arm Holdings plc American…	0.1%	$68.47M	193.09K	-16.4%	▼ Trim	3+
259	T AT&T Inc.	0.1%	$67.43M	3.26M	+54.3%	▲ Add	3+
260	JGRO JPMorgan Active Growth ETF	0.1%	$67.05M	680.12K	+1.6%	▲ Add	3+
261	TXN Texas Instruments…	0.1%	$67.02M	224.86K	-7.7%	▼ Trim	3+
262	MCK McKesson Corporation	0.1%	$66.35M	87.79K	-3.7%	▼ Trim	3+
263	VO Vanguard Morningstar…	0.1%	$66.33M	823.22K	+3.2% ✂	▲ Add	3+
264	JEPI JPMorgan Equity Premium…	0.1%	$66.06M	1.17M	+7.6%	▲ Add	3+
265	OKE ONEOK, Inc.	0.1%	$66.02M	759.38K	+14.7%	▲ Add	3+
266	CSX CSX Corporation	0.1%	$65.88M	1.39M	-9.9%	▼ Trim	3+
267	PFE Pfizer Inc.	0.1%	$64.87M	2.69M	-11.5%	▼ Trim	3+
268	VRTX Vertex Pharmaceuticals…	0.1%	$64.06M	128.96K	-1.9%	▼ Trim	3+
269	AMT American Tower Corporation	0.1%	$63.96M	391.02K	-2.3%	▼ Trim	3+
270	VLUE iShares MSCI USA Value…	0.1%	$63.85M	319.56K	-3.6%	▼ Trim	3+
271	CP Canadian Pacific Kansas…	0.1%	$63.35M	731.09K	-6.0%	▼ Trim	3+
272	GSST GOLDMAN SACHS ETF TR	0.1%	$63.04M	1.25M	+846.1%	▲ Add	3+
273	VIRT Virtu Financial, Inc.	0.1%	$62.62M	1.05M	+9.7%	▲ Add	3+
274	EMXC iShares MSCI Emerging…	0.1%	$62.31M	609.09K	+12.0%	▲ Add	3+
275	COHR Coherent, Inc.	0.1%	$61.30M	155.39K	-39.0%	▼ Trim	3+
276	EEM iShares MSCI Emerging…	0.1%	$60.29M	881.30K	+4.9%	▲ Add	3+
277	SCHA Schwab U.S. Small-Cap ETF	0.1%	$60.26M	1.67M	+27.0%	▲ Add	3+
278	GILD Gilead Sciences, Inc.	0.1%	$60.09M	475.58K	-13.6%	▼ Trim	3+
279	APH Amphenol Corporation	0.1%	$59.92M	339.68K	+15.2%	▲ Add	3+
280	ISCG ISHARES TR	0.1%	$59.78M	912.08K	-4.6%	▼ Trim	3+
281	SPTS State Street SPDR Portfolio…	0.1%	$59.03M	2.03M	+132.0%	▲ Add	3+
282	VLO Valero Energy Corporation	0.1%	$58.98M	226.46K	+1.8%	▲ Add	3+
283	NOC Northrop Grumman Corporation	0.1%	$58.48M	114.83K	+2.3%	▲ Add	3+
284	SCHD Schwab U.S. Dividend Equity…	0.1%	$58.39M	1.84M	+12.1%	▲ Add	3+
285	BIL State Street SPDR Bloomberg…	0.1%	$58.30M	636.17K	+10.4%	▲ Add	3+
286	IWR iShares Russell Mid-Cap ETF	0.1%	$58.22M	527.78K	+3.5%	▲ Add	3+
287	SYK Stryker Corporation	0.1%	$58.16M	184.74K	+18.4%	▲ Add	3+
288	HAYW Hayward Holdings, Inc.	0.1%	$57.51M	3.32M	-0.4%	▼ Trim	3+
289	BN Brookfield Corporation	0.1%	$57.48M	1.35M	-5.9%	▼ Trim	3+
290	SPYM State Street SPDR Portfolio…	0.1%	$57.33M	652.36K	+4.5%	▲ Add	3+
291	USB U.S. Bancorp	0.1%	$57.25M	947.57K	+16.9%	▲ Add	3+
292	IUSB iShares Core Universal USD…	0.1%	$56.04M	1.21M	-10.1%	▼ Trim	3+
293	HELO JPMorgan Hedged Equity…	0.1%	$55.72M	824.52K	+5.6%	▲ Add	3+
294	HYD VanEck High Yield Muni ETF	0.1%	$55.62M	1.08M	-7.2%	▼ Trim	3+
295	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$55.39M	1.10M	-0.4%	▼ Trim	3+
296	DFSI DIMENSIONAL ETF TRUST	0.1%	$54.95M	1.22M	+4.6%	▲ Add	3+
297	URI United Rentals, Inc.	0.1%	$54.58M	48.18K	+3.4%	▲ Add	3+
298	UYLD Angel Oak Ultrashort Income…	0.1%	$54.41M	1.07M	-1.3%	▼ Trim	3+
299	CACI CACI International Inc	0.1%	$54.33M	117.27K	-2.9%	▼ Trim	3+
300	NKE NIKE, Inc.	0.1%	$54.31M	1.32M	+265.5%	▲ Add	3+
301	CRWD CrowdStrike Holdings, Inc.	0.1%	$54.15M	70.95K	+20.2%	▲ Add	3+
302	MO Altria Group, Inc.	0.1%	$54.03M	749.47K	+2.6%	▲ Add	3+
303	KMX CarMax, Inc.	0.1%	$53.77M	1.02M	-31.9%	▼ Trim	3+
304	NVT nVent Electric plc	0.1%	$53.56M	315.79K	+1.0%	▲ Add	3+
305	ACWI iShares MSCI ACWI ETF	0.1%	$52.63M	335.32K	+14.3%	▲ Add	3+
306	IJK iShares S&P Mid-Cap 400…	0.1%	$52.12M	443.55K	-2.1%	▼ Trim	3+
307	GEHC GE HealthCare Technologies…	0.1%	$52.06M	813.27K	-9.1%	▼ Trim	3+
308	CGGO Capital Group Global Growth…	0.1%	$51.97M	1.23M	+45.1%	▲ Add	3+
309	D Dominion Energy, Inc.	0.1%	$51.96M	760.85K	+15.0%	▲ Add	3+
310	FDX FedEx Corporation	0.1%	$51.85M	165.55K	-31.5% ✂	▼ Trim	3+
311	SNDK Sandisk Corporation	0.1%	$51.11M	22.87K	+49.1%	▲ Add	3+
312	VEU Vanguard FTSE All-World…	0.1%	$50.85M	607.14K	-3.8%	▼ Trim	3+
313	SOXX iShares Semiconductor ETF	0.1%	$50.80M	79.28K	-10.1%	▼ Trim	3+
314	ISRG Intuitive Surgical, Inc.	0.1%	$50.33M	126.57K	+7.8%	▲ Add	3+
315	PDEC INNOVATOR ETFS TRUST	0.1%	$49.67M	1.08M	-2.5%	▼ Trim	3+
316	PCG PG&E Corporation	0.1%	$49.59M	2.95M	+0.2%	▲ Add	3+
317	FNDF Schwab Fundamental…	0.1%	$49.42M	936.76K	+2.6%	▲ Add	3+
318	CB Chubb Limited	0.1%	$48.83M	143.13K	+0.1%	▲ Add	3+
319	DGRO iShares Core Dividend…	0.1%	$48.50M	639.96K	-0.8%	▼ Trim	3+
320	QQQM Invesco NASDAQ 100 ETF	0.0%	$48.19M	159.05K	+5.5%	▲ Add	3+
321	RYAN Ryan Specialty Holdings…	0.0%	$48.07M	1.27M	-0.5%	▼ Trim	3+
322	DTM DT Midstream, Inc.	0.0%	$47.76M	325.38K	+12.9%	▲ Add	3+
323	XMHQ Invesco S&P MidCap Quality…	0.0%	$47.44M	420.27K	-4.7%	▼ Trim	3+
324	BJ BJ's Wholesale Club…	0.0%	$47.30M	542.30K	+59.9%	▲ Add	3+
325	JHMM John Hancock Investments -…	0.0%	$47.30M	630.96K	-2.9%	▼ Trim	3+
326	PRM Perimeter Solutions, Inc.	0.0%	$47.08M	1.32M	+23.3%	▲ Add	3+
327	AVES AMERICAN CENTY ETF TR	0.0%	$46.56M	709.78K	-3.8%	▼ Trim	3+
328	AZO AutoZone, Inc.	0.0%	$46.54M	14.56K	+0.7%	▲ Add	3+
329	SCHC Schwab International…	0.0%	$46.33M	962.71K	-6.1%	▼ Trim	3+
330	DE Deere & Company	0.0%	$46.32M	73.03K	-21.7%	▼ Trim	3+
331	VGK Vanguard FTSE Europe ETF	0.0%	$45.59M	514.86K	-17.8%	▼ Trim	3+
332	FNDX Schwab Fundamental U.S.…	0.0%	$45.56M	1.46M	-0.7%	▼ Trim	3+
333	EPD Enterprise Products…	0.0%	$44.97M	1.22M	+19.3%	▲ Add	3+
334	MSCI MSCI Inc.	0.0%	$44.93M	80.23K	-0.1%	▼ Trim	3+
335	DELL Dell Technologies Inc.	0.0%	$44.50M	103.15K	+3.0%	▲ Add	3+
336	IWO iShares Russell 2000 Growth…	0.0%	$44.36M	112.61K	+4.1%	▲ Add	3+
337	GD General Dynamics Corporation	0.0%	$44.29M	125.03K	-7.0%	▼ Trim	3+
338	IUSV iShares Core S&P U.S. Value…	0.0%	$43.83M	397.89K	-5.0%	▼ Trim	3+
339	FBCG Fidelity Blue Chip Growth…	0.0%	$43.66M	702.91K	+9.9%	▲ Add	3+
340	ADP Automatic Data Processing…	0.0%	$43.41M	193.80K	+4.4%	▲ Add	3+
341	GWW W.W. Grainger, Inc.	0.0%	$42.68M	31.37K	+5.3%	▲ Add	3+
342	BNY Bank of New York Mellon Corp	0.0%	$42.49M	293.71K	-15.9%	▼ Trim	3+
343	AAOI Applied Optoelectronics…	0.0%	$42.40M	286.18K	-24.5%	▼ Trim	3+
344	BLUEROCK PVT REAL ESTATE FD (미매핑)	—	$42.38M	3.26M	—		—
345	VICI VICI Properties Inc.	0.0%	$42.32M	1.59M	+5.7%	▲ Add	3+
346	GNRC Generac Holdings Inc.	0.0%	$42.29M	144.45K	-2.3%	▼ Trim	3+
347	LQD iShares iBoxx $ Investment…	0.0%	$42.04M	385.48K	-1.3%	▼ Trim	3+
348	GOVT iShares U.S. Treasury Bond…	0.0%	$42.00M	1.84M	-5.8%	▼ Trim	3+
349	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$41.71M	1.13M	+34.5%	▲ Add	3+
350	CGGR Capital Group Growth ETF	0.0%	$41.52M	879.73K	+46.1%	▲ Add	3+
351	EMR Emerson Electric Co.	0.0%	$41.18M	287.66K	-18.9%	▼ Trim	3+
352	DTE DTE Energy Company	0.0%	$40.95M	268.72K	+14.6%	▲ Add	3+
353	VRT Vertiv Holdings Co	0.0%	$40.84M	121.95K	+9.2%	▲ Add	3+
354	VHT Vanguard Health Care ETF	0.0%	$40.31M	134.80K	-3.7%	▼ Trim	3+
355	RSG Republic Services, Inc.	0.0%	$40.23M	188.82K	-18.2%	▼ Trim	3+
356	XONE BONDBLOXX ETF TRUST	0.0%	$39.98M	809.75K	-0.7%	▼ Trim	3+
357	TTWO Take-Two Interactive…	0.0%	$39.95M	159.81K	-20.6%	▼ Trim	3+
358	IWS iShares Russell Mid-Cap…	0.0%	$39.94M	242.64K	+0.7%	▲ Add	3+
359	UPS United Parcel Service, Inc.	0.0%	$39.93M	371.48K	+15.6%	▲ Add	3+
360	IDV iShares International…	0.0%	$39.72M	958.64K	+2.7%	▲ Add	3+
361	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$39.46M	722.32K	+0.1%	▲ Add	3+
362	DLR Digital Realty Trust, Inc.	0.0%	$39.37M	219.19K	-10.2%	▼ Trim	3+
363	IJS iShares S&P Small-Cap 600…	0.0%	$39.18M	286.63K	-4.6%	▼ Trim	3+
364	TW Tradeweb Markets Inc.	0.0%	$39.15M	392.87K	-12.4%	▼ Trim	3+
365	CLOZ SERIES PORTFOLIOS TR	0.0%	$39.15M	1.48M	+9.1%	▲ Add	3+
366	TFC Truist Financial Corporation	0.0%	$38.89M	780.68K	-19.8%	▼ Trim	3+
367	IVLU iShares MSCI Intl Value…	0.0%	$38.57M	922.29K	-9.7%	▼ Trim	3+
368	CVS CVS Health Corp.	0.0%	$38.44M	371.58K	-26.4%	▼ Trim	3+
369	IXC iShares Global Energy ETF	0.0%	$38.39M	781.35K	-4.2%	▼ Trim	3+
370	RY Royal Bank of Canada	0.0%	$38.27M	184.93K	-6.7%	▼ Trim	3+
371	JSI JANUS DETROIT STR TR	0.0%	$37.83M	738.62K	-8.0%	▼ Trim	3+
372	VGSR MANAGER DIRECTED PORTFOLIOS	0.0%	$37.74M	3.31M	-6.3%	▼ Trim	3+
373	VGLT Vanguard Long-Term Treasury…	0.0%	$37.52M	680.04K	-2.2%	▼ Trim	3+
374	SU Suncor Energy Inc.	0.0%	$37.48M	698.28K	-4.2%	▼ Trim	3+
375	VYMI Vanguard International High…	0.0%	$37.07M	377.48K	-0.8%	▼ Trim	3+
376	NVS Novartis AG	0.0%	$36.93M	235.66K	-16.0%	▼ Trim	3+
377	COF Capital One Financial…	0.0%	$36.78M	183.28K	-18.1%	▼ Trim	3+
378	GNMA ISHARES TR	0.0%	$36.56M	826.50K	-48.8%	▼ Trim	3+
379	AGNC AGNC Investment Corp.	0.0%	$36.45M	3.34M	+12.3%	▲ Add	3+
380	NRG NRG Energy, Inc.	0.0%	$36.32M	248.77K	+124.7%	▲ Add	3+
381	SPG Simon Property Group, Inc.	0.0%	$36.18M	161.75K	+12.2%	▲ Add	3+
382	HSY The Hershey Company	0.0%	$35.86M	204.41K	-25.9%	▼ Trim	3+
383	FCX Freeport-McMoRan Inc.	0.0%	$35.79M	569.02K	+18.5%	▲ Add	3+
384	SPTM State Street SPDR Portfolio…	0.0%	$35.69M	393.16K	-1.6%	▼ Trim	3+
385	EVRG Evergy, Inc.	0.0%	$35.69M	412.89K	+0.4%	▲ Add	3+
386	NU Nu Holdings Ltd.	0.0%	$35.65M	2.67M	-6.6%	▼ Trim	3+
387	RH Rh	0.0%	$35.62M	332.89K	-23.4%	▼ Trim	3+
388	VNQ Vanguard Real Estate ETF	0.0%	$35.49M	368.04K	-1.9%	▼ Trim	3+
389	LRGF iShares U.S. Equity Factor…	0.0%	$35.30M	466.81K	-11.5%	▼ Trim	3+
390	JEPQ JPMorgan Nasdaq Equity…	0.0%	$35.30M	574.33K	+3.6%	▲ Add	3+
391	JCPB JPMorgan Core Plus Bond ETF	0.0%	$34.88M	743.00K	+639.4%	▲ Add	3+
392	JMTG JPMorgan Mortgage-Backed…	0.0%	$34.86M	687.82K	+26.1%	▲ Add	3+
393	DGX Quest Diagnostics…	0.0%	$34.62M	163.33K	+8.3%	▲ Add	3+
394	MCO Moody's Corporation	0.0%	$34.34M	75.83K	+2.6%	▲ Add	3+
395	CGDV Capital Group Dividend…	0.0%	$34.32M	696.22K	+32.9%	▲ Add	3+
396	BIPC Brookfield Infrastructure…	0.0%	$34.25M	889.58K	+4.9%	▲ Add	3+
397	JAVA JPMorgan Active Value ETF	0.0%	$34.05M	428.83K	-0.9%	▼ Trim	3+
398	RWJ Invesco S&P SmallCap 600…	0.0%	$34.04M	572.10K	+2.9%	▲ Add	3+
399	VONV Vanguard Russell 1000 Value…	0.0%	$33.86M	318.54K	-2.6%	▼ Trim	3+
400	IUSG iShares Core S&P U.S.…	0.0%	$33.79M	179.64K	-1.5%	▼ Trim	3+
401	ARMK Aramark	0.0%	$33.72M	592.64K	-0.9%	▼ Trim	3+
402	GLTR abrdn Physical Precious…	0.0%	$33.68M	185.91K	-10.2%	▼ Trim	3+
403	EXR Extra Space Storage Inc.	0.0%	$33.07M	227.57K	+3.5%	▲ Add	3+
404	MAR Marriott International, Inc.	0.0%	$32.88M	88.72K	+4.1%	▲ Add	3+
405	IDXX IDEXX Laboratories, Inc.	0.0%	$32.59M	61.90K	+2.9%	▲ Add	3+
406	MMM 3M Company	0.0%	$32.35M	199.80K	-4.3%	▼ Trim	3+
407	FLMI FRANKLIN TEMPLETON ETF TR	0.0%	$31.78M	1.26M	+4398.4%	▲ Add	3+
408	SBLK Star Bulk Carriers Corp.	0.0%	$31.55M	1.26M	+10.9%	▲ Add	3+
409	IJT iShares S&P Small-Cap 600…	0.0%	$31.38M	175.67K	-0.3%	▼ Trim	3+
410	BWXT BWX Technologies, Inc.	0.0%	$31.23M	160.46K	-2.4%	▼ Trim	3+
411	GM General Motors Company	0.0%	$31.22M	404.37K	-24.2%	▼ Trim	3+
412	OKTA Okta, Inc.	0.0%	$31.19M	228.58K	+9.3%	▲ Add	3+
413	NSC Norfolk Southern Corporation	0.0%	$31.09M	98.78K	-47.3%	▼ Trim	3+
414	FLOT iShares Floating Rate Bond…	0.0%	$31.02M	607.69K	+0.3%	▲ Add	3+
415	INTU Intuit Inc.	0.0%	$30.90M	118.38K	-10.3%	▼ Trim	3+
416	SYLD CAMBRIA ETF TR	0.0%	$30.85M	390.12K	+2.9%	▲ Add	3+
417	ADBE Adobe Inc.	0.0%	$30.79M	149.96K	-14.4%	▼ Trim	3+
418	MDT Medtronic plc	0.0%	$30.61M	391.15K	-9.7%	▼ Trim	3+
419	DFIS Dimensional - International…	0.0%	$30.59M	873.17K	+5.2%	▲ Add	3+
420	SLYV State Street SPDR S&P 600…	0.0%	$30.54M	279.90K	+8.7%	▲ Add	3+
421	CARY ANGEL OAK FUNDS TRUST	0.0%	$30.48M	1.47M	+146570.0%	▲ Add	3+
422	MFC Manulife Financial…	0.0%	$30.40M	750.47K	-8.0%	▼ Trim	3+
423	WELL Welltower Inc.	0.0%	$30.20M	133.08K	-4.1%	▼ Trim	3+
424	IP International Paper Company	0.0%	$30.14M	791.01K	+10.3%	▲ Add	3+
425	MUNI PIMCO Intermediate…	0.0%	$30.08M	571.90K	+28783.9%	▲ Add	3+
426	COWZ Pacer US Cash Cows 100 ETF	0.0%	$30.03M	482.83K	-19.8%	▼ Trim	3+
427	WFC-PL Wells Fargo & Company	0.0%	$29.99M	25.92K	+3.6%	▲ Add	3+
428	FTSL First Trust Senior Loan Fund	0.0%	$29.94M	669.14K	+0.3%	▲ Add	3+
429	VIK Viking Holdings Ltd	0.0%	$29.13M	278.34K	-9.2%	▼ Trim	3+
430	MKC McCormick & Company…	0.0%	$28.79M	571.01K	+0.7%	▲ Add	3+
431	SPYG State Street SPDR Portfolio…	0.0%	$28.47M	239.30K	+0.2%	▲ Add	3+
432	TER Teradyne, Inc.	0.0%	$28.36M	58.61K	+0.8%	▲ Add	3+
433	KKR KKR & Co. Inc.	0.0%	$28.29M	308.26K	-25.2%	▼ Trim	3+
434	PRU Prudential Financial, Inc.	0.0%	$27.91M	258.38K	+85.8%	▲ Add	3+
435	DFSE DIMENSIONAL ETF TRUST	0.0%	$27.83M	569.43K	+6.0%	▲ Add	3+
436	BMY Bristol-Myers Squibb Company	0.0%	$27.70M	480.18K	-23.1%	▼ Trim	3+
437	PMAR INNOVATOR ETFS TRUST	0.0%	$27.68M	579.54K	-10.6%	▼ Trim	3+
438	XHLF BONDBLOXX ETF TRUST	0.0%	$27.31M	542.92K	+119.1%	▲ Add	3+
439	SPE-PC SPECIAL OPPORTUNITIES FD INC	0.0%	$27.28M	1.10M	-2.1%	▼ Trim	3+
440	RYN Rayonier Inc. REIT	0.0%	$27.23M	1.28M	+17.7%	▲ Add	3+
441	LHX L3Harris Technologies, Inc.	0.0%	$27.22M	93.68K	+3.5%	▲ Add	3+
442	IBTH ISHARES TR	0.0%	$27.16M	1.21M	-13.6%	▼ Trim	3+
443	JMST JPMorgan Ultra-Short…	0.0%	$26.75M	524.48K	+15.6%	▲ Add	3+
444	IRM Iron Mountain Incorporated	0.0%	$26.74M	211.46K	+1.9%	▲ Add	3+
445	MTB M&T Bank Corporation	0.0%	$26.64M	111.94K	+144.0%	▲ Add	3+
446	SHV iShares Trust iShares 0-1…	0.0%	$26.57M	240.78K	-32.6%	▼ Trim	3+
447	CSGP CoStar Group, Inc.	0.0%	$26.53M	936.77K	+1.6%	▲ Add	3+
448	IBDR iShares iBonds Dec 2026…	0.0%	$26.50M	1.09M	-11.2%	▼ Trim	3+
449	CL Colgate-Palmolive Company	0.0%	$26.25M	286.35K	+13.3%	▲ Add	3+
450	CMF iShares California Muni…	0.0%	$26.24M	455.18K	+12.6%	▲ Add	3+
451	SMLF iShares U.S. Small-Cap…	0.0%	$26.02M	291.94K	+0.7%	▲ Add	3+
452	ITW Illinois Tool Works Inc.	0.0%	$26.00M	96.09K	+12.6%	▲ Add	3+
453	PJUN INNOVATOR ETFS TRUST	0.0%	$25.82M	597.29K	+38.4%	▲ Add	3+
454	GNK Genco Shipping & Trading…	0.0%	$25.32M	1.02M	+10.3%	▲ Add	3+
455	RUNN STRATEGIC TRUST	0.0%	$25.17M	777.10K	+2.2%	▲ Add	3+
456	SPDW State Street SPDR Portfolio…	0.0%	$25.04M	496.92K	+0.1%	▲ Add	3+
457	UCON First Trust Smith…	0.0%	$24.86M	999.37K	-0.3%	▼ Trim	3+
458	GFS GLOBALFOUNDRIES Inc.	0.0%	$24.84M	301.43K	+2172.0%	▲ Add	3+
459	XLB State Street Materials…	0.0%	$24.76M	487.05K	+3.0%	▲ Add	3+
460	RTX RTX Corporation	0.0%	$24.75M	130.45K	+27.3%	▲ Add	3+
461	SCHE Schwab Emerging Markets…	0.0%	$24.75M	682.53K	+25.6%	▲ Add	3+
462	SOXL Direxion Daily…	0.0%	$24.74M	92.76K	신규	New	1
463	CELC Celcuity Inc.	0.0%	$24.33M	232.56K	-0.4%	▼ Trim	3+
464	COP ConocoPhillips	0.0%	$24.31M	233.88K	-4.7%	▼ Trim	3+
465	EXPE Expedia Group, Inc.	0.0%	$24.19M	94.54K	+8.2%	▲ Add	3+
466	IBB iShares Biotechnology ETF	0.0%	$24.01M	126.26K	+2.4%	▲ Add	3+
467	AROC Archrock, Inc.	0.0%	$23.95M	588.28K	+1.7%	▲ Add	3+
468	MRSH Marsh & McLennan Companies…	0.0%	$23.93M	143.56K	-33.1%	▼ Trim	3+
469	IGM iShares Expanded Tech…	0.0%	$23.82M	145.61K	-0.1%	▼ Trim	3+
470	CCL Carnival Corporation & plc	0.0%	$23.80M	832.99K	+14.7%	▲ Add	3+
471	APD Air Products and Chemicals…	0.0%	$23.77M	81.06K	-25.7%	▼ Trim	3+
472	PJAN INNOVATOR ETFS TRUST	0.0%	$23.52M	475.32K	-3.0%	▼ Trim	3+
473	NE Noble Corporation Plc	0.0%	$23.40M	627.39K	+40.5%	▲ Add	3+
474	AOR iShares Core 60/40 Balanced…	0.0%	$23.39M	336.61K	-1.7%	▼ Trim	3+
475	CEG Constellation Energy…	0.0%	$23.25M	93.60K	-6.9%	▼ Trim	3+
476	ROP Roper Technologies, Inc.	0.0%	$23.23M	68.65K	-15.9%	▼ Trim	3+
477	PAYX Paychex, Inc.	0.0%	$23.07M	234.56K	+7.2%	▲ Add	3+
478	FNDC Schwab Fundamental…	0.0%	$22.97M	473.00K	-6.3%	▼ Trim	3+
479	SDY State Street SPDR S&P…	0.0%	$22.85M	150.14K	+19.0%	▲ Add	3+
480	IQLT iShares MSCI Intl Quality…	0.0%	$22.76M	459.29K	-5.5%	▼ Trim	3+
481	PAUG INNOVATOR ETFS TRUST	0.0%	$22.73M	498.07K	-3.0%	▼ Trim	3+
482	AER AerCap Holdings N.V.	0.0%	$22.72M	155.86K	+1.3%	▲ Add	3+
483	IBDS iShares iBonds Dec 2027…	0.0%	$22.55M	931.01K	+23.1%	▲ Add	3+
484	ONDS Ondas Holdings Inc.	0.0%	$22.41M	2.72M	+6.3%	▲ Add	2
485	F Ford Motor Company	0.0%	$22.29M	1.60M	+4.3%	▲ Add	3+
486	CCJ Cameco Corporation	0.0%	$22.22M	218.13K	+16.4%	▲ Add	3+
487	VCRM VANGUARD MUN BD FDS	0.0%	$22.02M	288.15K	-6.3%	▼ Trim	3+
488	KEY KeyCorp	0.0%	$22.01M	954.91K	-16.2%	▼ Trim	3+
489	LPG Dorian LPG Ltd.	0.0%	$21.95M	631.07K	+889.2%	▲ Add	3+
490	AKAM Akamai Technologies, Inc.	0.0%	$21.91M	185.38K	+812.1%	▲ Add	3+
491	ISCV ISHARES TR	0.0%	$21.86M	279.16K	-3.1%	▼ Trim	3+
492	SHOP Shopify Inc.	0.0%	$21.82M	191.13K	+3.4%	▲ Add	3+
493	SDVY First Trust SMID Cap Rising…	0.0%	$21.81M	505.50K	+4.5%	▲ Add	3+
494	AIPO TIDAL TRUST II	0.0%	$21.73M	650.26K	+76.0%	▲ Add	2
495	PPA Invesco Aerospace & Defense…	0.0%	$21.59M	122.24K	+4.3%	▲ Add	3+
496	ABVX Abivax S.A.	0.0%	$21.57M	161.87K	신규	New	1
497	BKR Baker Hughes Company	0.0%	$21.53M	387.85K	+10.1%	▲ Add	3+
498	PJUL INNOVATOR ETFS TRUST	0.0%	$21.52M	440.92K	+37.4%	▲ Add	3+
499	MPC Marathon Petroleum…	0.0%	$21.43M	83.84K	-12.5%	▼ Trim	3+
500	CBRE CBRE Group, Inc.	0.0%	$21.39M	158.81K	+11.7%	▲ Add	3+

보통주(SH) 포지션만 해당; 옵션 라인은 옵션 탭에 표시되며 순액 처리되지 않습니다. ✂ = 분할 조정 이전 주식 수 대비 산출된 변동. "Held N+" = 조회 기간 내 매 분기 보유, 실제 보유 기간은 더 길 수 있음.

증권	주식 수	이전	변동	가치	비중
ISVL	4.00M	—	신규	$201.61M	0.2%
IYZ	2.93M	—	신규	$124.04M	0.1%
HONA Honeywell Aerospace Inc	395.97K	—	신규	$87.54M	0.1%
SOXL Direxion Daily…	92.76K	—	신규	$24.74M	0.0%
ABVX Abivax S.A.	161.87K	—	신규	$21.57M	0.0%
FDXF FedEx Freight Holding…	79.50K	—	신규	$12.00M	0.0%
NUTX	60.88K	—	신규	$10.40M	0.0%
HSUN	255.31K	—	신규	$8.98M	0.0%
SPCX Space Exploration…	50.59K	—	신규	$8.64M	0.0%
VCYT Veracyte, Inc.	136.41K	—	신규	$8.01M	0.0%
HYS	69.39K	—	신규	$6.49M	0.0%
BKGI	110.01K	—	신규	$4.95M	0.0%
MDGL Madrigal…	8.54K	—	신규	$4.59M	0.0%
NBN	33.29K	—	신규	$4.41M	0.0%
BB BlackBerry Limited	289.70K	—	신규	$3.66M	0.0%
SPIP	142.12K	—	신규	$3.65M	0.0%
XMMO Invesco S&P MidCap…	16.74K	—	신규	$2.85M	0.0%
DRAM Roundhill Memory ETF	34.77K	—	신규	$2.57M	0.0%
SMG The Scotts Miracle-Gro…	36.88K	—	신규	$2.51M	0.0%
CPB Campbell Soup Company	97.35K	—	신규	$2.17M	0.0%
SOXQ	17.99K	—	신규	$2.02M	0.0%
USAR USA Rare Earth Inc	76.19K	—	신규	$1.64M	0.0%
U Unity Software Inc.	55.72K	—	신규	$1.59M	0.0%
CLIP	14.97K	—	신규	$1.50M	0.0%
PTGX Protagonist…	11.88K	—	신규	$1.46M	0.0%
GPK Graphic Packaging…	134.51K	—	신규	$1.42M	0.0%
RVMD Revolution Medicines…	7.47K	—	신규	$1.40M	0.0%
POOL Pool Corporation	6.37K	—	신규	$1.37M	0.0%
DUOL Duolingo, Inc.	11.28K	—	신규	$1.30M	0.0%
NTSK Netskope, Inc. Class A…	118.57K	—	신규	$1.30M	0.0%
BFC	8.52K	—	신규	$1.26M	0.0%
NVDL GraniteShares 2x Long…	41.28K	—	신규	$1.23M	0.0%
PENN PENN Entertainment, Inc.	56.93K	—	신규	$1.22M	0.0%
UVXY	48.30K	—	신규	$1.20M	0.0%
CVLT Commvault Systems, Inc.	8.41K	—	신규	$1.19M	0.0%
VICR Vicor Corporation	3.13K	—	신규	$1.19M	0.0%
EXP Eagle Materials Inc.	4.05K	—	신규	$912,166	0.0%
TPG TPG Inc.	461.20K	—	신규	$903,999	0.0%
BLD TopBuild Corp.	2.53K	—	신규	$896,379	0.0%
NKTR Nektar Therapeutics	12.83K	—	신규	$895,383	0.0%
KIE	14.45K	—	신규	$881,248	0.0%
RARE Ultragenyx…	25.16K	—	신규	$839,993	0.0%
RYAM	103.62K	—	신규	$814,493	0.0%
NSA National Storage…	17.86K	—	신규	$794,353	0.0%
UPBD Upbound Group, Inc.	37.14K	—	신규	$788,501	0.0%
PSUS	20.60K	—	신규	$770,028	0.0%
CTMX CytomX Therapeutics…	197.88K	—	신규	$742,043	0.0%
ALLW	25.25K	—	신규	$739,009	0.0%
SPXL Direxion Daily S&P 500…	2.71K	—	신규	$734,201	0.0%
BNO	17.00K	—	신규	$691,730	0.0%
HOG Harley-Davidson, Inc.	27.93K	—	신규	$683,179	0.0%
VNO Vornado Realty Trust	16.27K	—	신규	$639,251	0.0%
BRKR Bruker Corporation	10.15K	—	신규	$611,014	0.0%
MRCY Mercury Systems, Inc.	4.97K	—	신규	$607,613	0.0%
PZZA Papa John's…	15.39K	—	신규	$566,081	0.0%
PDSB	642.18K	—	신규	$565,822	0.0%
EUAD	13.11K	—	신규	$553,013	0.0%
RHP Ryman Hospitality…	4.25K	—	신규	$545,898	0.0%
HOMB Home Bancshares, Inc.	18.87K	—	신규	$538,767	0.0%
PRGO Perrigo Company plc	50.52K	—	신규	$524,857	0.0%
AGL Agilon Health, Inc.	4.89K	—	신규	$524,003	0.0%
NVTS Navitas Semiconductor…	28.92K	—	신규	$518,182	0.0%
WKC World Kinect Corporation	15.68K	—	신규	$516,708	0.0%
IBDU iShares iBonds Dec 2029…	22.03K	—	신규	$510,158	0.0%
VOYA Voya Financial, Inc.	5.62K	—	신규	$508,645	0.0%
SLM SLM Corporation	19.47K	—	신규	$505,008	0.0%
CVBF CVB Financial Corp.	21.93K	—	신규	$494,506	0.0%
CIFR Cipher Mining Inc.	20.02K	—	신규	$490,384	0.0%
OLN Olin Corporation	24.64K	—	신규	$488,475	0.0%
TTMI TTM Technologies, Inc.	2.59K	—	신규	$483,907	0.0%
HRZN	100.59K	—	신규	$482,802	0.0%
OPEN Opendoor Technologies…	100.89K	—	신규	$466,130	0.0%
MTRN Materion Corporation	1.53K	—	신규	$456,015	0.0%
WRLD	2.04K	—	신규	$455,943	0.0%
CRVL CorVel Corporation	7.25K	—	신규	$453,458	0.0%
TRI Thomson Reuters…	5.47K	—	신규	$447,086	0.0%
ACLS Axcelis Technologies…	2.36K	—	신규	$446,368	0.0%
DCH Dauch Corp.	82.18K	—	신규	$445,401	0.0%
DAVE Dave Inc.	1.19K	—	신규	$442,262	0.0%
KEP Korea Electric Power…	36.28K	—	신규	$439,026	0.0%
GLAS	33.06K	—	신규	$429,741	0.0%
TFX Teleflex Incorporated	3.33K	—	신규	$422,253	0.0%
FUTY Fidelity MSCI Utilities…	7.14K	—	신규	$417,222	0.0%
GBFH	13.74K	—	신규	$416,338	0.0%
LZ LegalZoom.com, Inc.	67.87K	—	신규	$416,068	0.0%
UFO	8.21K	—	신규	$416,065	0.0%
TNET TriNet Group, Inc.	8.39K	—	신규	$415,371	0.0%
MRP Millrose Properties…	13.75K	—	신규	$413,213	0.0%
SEI Solaris Energy…	5.10K	—	신규	$410,426	0.0%
NCNO nCino, Inc.	25.06K	—	신규	$409,682	0.0%
TRLV	41.66K	—	신규	$409,567	0.0%
SFD Smithfield Foods, Inc.	16.83K	—	신규	$408,204	0.0%
FTMU	51.44K	—	신규	$407,951	0.0%
MZTI The Marzetti Company	3.52K	—	신규	$401,912	0.0%
FRMI Fermi Inc. Common Stock	43.38K	—	신규	$397,352	0.0%
RDW Redwire Corp	32.08K	—	신규	$392,338	0.0%
WLK Westlake Corporation	5.31K	—	신규	$387,780	0.0%
SPMB State Street SPDR…	17.11K	—	신규	$381,800	0.0%
PMT PennyMac Mortgage…	33.84K	—	신규	$381,723	0.0%
IBHH	16.20K	—	신규	$380,677	0.0%
GH Guardant Health, Inc.	2.49K	—	신규	$373,726	0.0%
AMDL	4.50K	—	신규	$372,375	0.0%
MMSI Merit Medical Systems…	5.33K	—	신규	$369,522	0.0%
SAIA Saia, Inc.	863	—	신규	$363,749	0.0%
ICFI ICF International, Inc.	4.97K	—	신규	$362,058	0.0%
HPP Hudson Pacific…	23.67K	—	신규	$359,547	0.0%
MXL MaxLinear, Inc.	2.81K	—	신규	$359,125	0.0%
NSP Insperity, Inc.	8.60K	—	신규	$355,274	0.0%
UMH UMH Properties, Inc.	22.88K	—	신규	$346,424	0.0%
BAND Bandwidth Inc.	5.47K	—	신규	$346,253	0.0%
ALV Autoliv, Inc.	2.94K	—	신규	$341,751	0.0%
CENTA Central Garden & Pet…	8.76K	—	신규	$339,627	0.0%
VRTS Virtus Investment…	2.33K	—	신규	$334,158	0.0%
ORKA Oruka Therapeutics, Inc.	3.50K	—	신규	$333,096	0.0%
OMDA Omada Health	15.15K	—	신규	$332,595	0.0%
LTH Life Time Group…	8.11K	—	신규	$331,375	0.0%
FFIN First Financial…	9.42K	—	신규	$326,046	0.0%
EMA Emera Incorporated	6.11K	—	신규	$323,687	0.0%
HELE Helen of Troy Limited	11.02K	—	신규	$320,468	0.0%
SMPL The Simply Good Foods…	23.87K	—	신규	$316,954	0.0%

증권	주식 수	이전	변동	가치	비중	연속 기록
AAPL Apple Inc.	10.04M	10.04M	+0.1%	$2.89B	3.0%	●●○○○○
NVDA NVIDIA Corporation	12.49M	12.11M	+3.1%	$2.50B	2.6%	●●○○○○
VOO Vanguard S&P 500 ETF	2.69M	2.67M	+0.6%	$1.85B	1.9%	●●○○○○
IVV iShares Core S&P 500 ETF	2.41M	2.20M	+9.5%	$1.81B	1.9%	●●○○○○
ITOT iShares Core S&P Total…	8.54M	6.69M	+27.7%	$1.40B	1.4%	●●○○○○
DFIV Dimensional -…	17.20M	13.54M	+27.0%	$929.04M	1.0%
DUHP Dimensional - US High…	21.47M	20.39M	+5.3%	$895.74M	0.9%	●●○○○○
VGIT Vanguard…	15.15M	13.84M	+9.5%	$893.62M	0.9%	●●○○○○
VEA Vanguard FTSE Developed…	11.92M	8.29M	+43.8%	$849.20M	0.9%	●●○○○○
DFUS Dimensional U.S. Equity…	9.44M	9.34M	+1.1%	$773.76M	0.8%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.36M	1.33M	+2.4%	$679.59M	0.7%	●●○○○○
DIHP Dimensional…	17.14M	15.52M	+10.4%	$585.00M	0.6%	●●○○○○
XLF State Street Financial…	9.78M	8.37M	+16.9%	$524.33M	0.5%
AVDV Avantis International…	4.81M	4.38M	+10.0%	$495.99M	0.5%	●●○○○○
JAAA Janus Henderson AAA CLO…	9.44M	9.35M	+1.0%	$478.34M	0.5%	●●○○○○
XLI State Street Industrial…	2.44M	2.01M	+21.5%	$452.72M	0.5%
WMT Walmart Inc.	3.43M	3.39M	+1.4%	$388.62M	0.4%
DFEM Dimensional - Emerging…	9.90M	9.01M	+9.8%	$402.32M	0.4%	●●○○○○
QUS	2.08M	2.06M	+1.3%	$389.35M	0.4%	●●○○○○
SMH VanEck Semiconductor ETF	588.68K	93.44K	+530.0%	$386.11M	0.4%
COST Costco Wholesale…	357.42K	356.73K	+0.2%	$334.37M	0.3%	●●○○○○
XLY State Street Consumer…	3.02M	3.02M	+0.2%	$354.50M	0.4%
DFSD Dimensional - Short…	7.25M	6.12M	+18.5%	$346.37M	0.4%	●●○○○○
IWD iShares Russell 1000…	1.42M	1.41M	+0.2%	$343.43M	0.4%	●●○○○○
PG The Procter & Gamble…	2.29M	2.25M	+1.9%	$336.01M	0.3%	●●○○○○
IDEV iShares Core MSCI…	3.72M	3.52M	+5.6%	$331.28M	0.3%	●●○○○○
LLY Eli Lilly and Company	260.05K	237.12K	+9.7%	$311.91M	0.3%	●●○○○○
TSLA Tesla, Inc.	703.53K	654.69K	+7.5%	$295.90M	0.3%	●●○○○○
IEMG iShares Core MSCI…	3.30M	3.06M	+7.7%	$273.07M	0.3%	●●○○○○
VTIP Vanguard Short-Term…	5.34M	4.60M	+16.0%	$268.11M	0.3%	●●○○○○
IVW iShares S&P 500 Growth…	1.95M	1.90M	+2.3%	$267.90M	0.3%
AVLV Avantis U.S. Large Cap…	2.73M	2.50M	+9.2%	$249.44M	0.3%	●●○○○○
DFNM	5.07M	4.22M	+20.1%	$245.04M	0.3%	●●○○○○
SPGI S&P Global Inc.	583.16K	288.36K	+102.2%	$237.50M	0.2%	●●○○○○
AON Aon plc	706.90K	630.80K	+12.1%	$234.47M	0.2%	●●○○○○
ABBV AbbVie Inc.	929.57K	894.47K	+3.9%	$233.92M	0.2%
GLW Corning Inc	914.25K	868.77K	+5.2%	$233.30M	0.2%
SCHW The Charles Schwab…	2.50M	2.25M	+10.8%	$230.54M	0.2%	●●○○○○
VWO Vanguard FTSE Emerging…	3.80M	3.76M	+1.0%	$226.84M	0.2%	●●○○○○
PANW Palo Alto Networks, Inc.	650.69K	631.50K	+3.0%	$221.90M	0.2%	●●○○○○
VBR Vanguard Morningstar…	833.30K	829.36K	+0.5%	$202.48M	0.2%
MCD McDonald's Corporation	639.68K	635.06K	+0.7%	$172.91M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	3.67M	3.05M	+20.2%	$192.13M	0.2%	●●○○○○
JQUA JPMorgan U.S. Quality…	2.63M	2.05M	+28.3%	$190.42M	0.2%	●●○○○○
IWV iShares Russell 3000 ETF	440.21K	360.40K	+22.1%	$187.71M	0.2%
VCIT Vanguard…	2.25M	2.20M	+1.9%	$185.66M	0.2%	●●○○○○
DFAU Dimensional - US Core…	3.54M	3.51M	+0.8%	$182.94M	0.2%	●●○○○○
DFSV Dimensional - US Small…	4.70M	4.50M	+4.5%	$182.38M	0.2%	●●○○○○
WAT Waters Corporation	485.60K	474.86K	+2.3%	$182.12M	0.2%	●●○○○○
PAVE Global X - U.S.…	3.06M	590.38K	+418.5%	$180.37M	0.2%	●●○○○○
CRM Salesforce, Inc.	997.44K	947.08K	+5.3%	$156.27M	0.2%	●●○○○○
HON Honeywell International…	394.55K	769.53K	+2.5% ✂	$88.34M	0.1%	●●○○○○
BSV Vanguard Short-Term…	2.17M	2.14M	+1.5%	$168.92M	0.2%	●●○○○○
EFA iShares MSCI EAFE ETF	1.60M	1.59M	+0.6%	$166.07M	0.2%	●●○○○○
VIG Vanguard Dividend…	700.90K	688.70K	+1.8%	$165.85M	0.2%
ICSH iShares Ultra Short…	3.14M	235.44K	+1235.4%	$159.03M	0.2%
SUNB Sunbelt Rentals…	2.06M	1.80M	+14.1%	$153.85M	0.2%	●●○○○○
EWY iShares MSCI South…	756.92K	16.62K	+4454.6%	$152.82M	0.2%	●●○○○○
CARR Carrier Global…	2.08M	1.95M	+6.9%	$152.65M	0.2%	●●○○○○
DUK Duke Energy Corporation	1.15M	1.15M	+0.6%	$146.17M	0.1%	●●○○○○
BDX Becton, Dickinson and…	954.32K	949.47K	+0.5%	$144.42M	0.1%
MSI Motorola Solutions, Inc.	342.43K	336.24K	+1.8%	$142.21M	0.1%	●●○○○○
VXUS Vanguard Total…	1.70M	1.62M	+4.8%	$145.37M	0.1%	●●○○○○
ACWX iShares MSCI ACWI ex…	1.90M	1.80M	+5.2%	$144.25M	0.1%	●●○○○○
CPRT Copart, Inc.	4.34M	4.23M	+2.6%	$122.31M	0.1%	●●○○○○
AGG iShares Core U.S.…	1.34M	1.34M	+0.1%	$132.49M	0.1%
IGIB iShares 5-10 Year…	2.48M	1.64M	+51.2%	$131.66M	0.1%	●●○○○○
ALC Alcon Inc.	1.91M	1.56M	+22.5%	$128.10M	0.1%	●●○○○○
JMBS Janus Henderson…	2.83M	2.82M	0.0%	$127.21M	0.1%	●●○○○○
DFIC Dimensional -…	3.42M	3.19M	+7.2%	$127.52M	0.1%	●●○○○○
BRK-A Berkshire Hathaway Inc.	169	159	+6.3%	$126.56M	0.1%	●●○○○○
WMB The Williams Companies…	1.64M	1.61M	+1.5%	$121.56M	0.1%	●●○○○○
WM Waste Management, Inc.	506.11K	506.02K	0.0%	$112.80M	0.1%	●●○○○○
ASTS AST SpaceMobile, Inc.	1.28M	1.26M	+1.4%	$113.50M	0.1%
FBND Fidelity Total Bond ETF	2.46M	1.76M	+39.9%	$112.05M	0.1%
SBUX Starbucks Corporation	1.04M	862.15K	+20.5%	$106.19M	0.1%	●●○○○○
QLTY	2.48M	2.20M	+12.9%	$103.35M	0.1%	●●○○○○
NEE NextEra Energy, Inc.	1.17M	1.10M	+6.2%	$102.70M	0.1%
COO The Cooper Companies…	1.41M	1.39M	+1.4%	$101.14M	0.1%	●●○○○○
EOG EOG Resources, Inc.	777.24K	247.29K	+214.3%	$100.88M	0.1%	●●○○○○
DFSU	2.16M	1.93M	+11.8%	$100.75M	0.1%	●●○○○○
SYY Sysco Corporation	1.19M	1.13M	+5.7%	$99.56M	0.1%
PLTR Palantir Technologies…	722.27K	678.84K	+6.4%	$84.27M	0.1%
FND Floor & Decor Holdings…	1.66M	1.52M	+9.1%	$98.69M	0.1%	●●○○○○
PSX Phillips 66	566.96K	538.00K	+5.4%	$95.84M	0.1%	●●○○○○
SCHX Schwab U.S. Large-Cap…	3.33M	3.20M	+3.9%	$97.87M	0.1%
SCHF Schwab International…	3.51M	3.17M	+10.5%	$97.10M	0.1%	●●○○○○
JPST JPMorgan Ultra-Short…	1.80M	1.79M	+0.7%	$91.24M	0.1%	●●○○○○
UBER Uber Technologies, Inc.	1.25M	1.14M	+9.9%	$90.21M	0.1%
VYM Vanguard High Dividend…	567.49K	527.22K	+7.6%	$89.68M	0.1%	●●○○○○
MDLZ Mondelez International…	1.52M	1.52M	0.0%	$88.00M	0.1%	●●○○○○
DFAE Dimensional - Emerging…	2.17M	2.15M	+0.8%	$87.23M	0.1%
MRVL Marvell Technology, Inc.	287.60K	124.77K	+130.5%	$85.68M	0.1%
VB Vanguard Morningstar…	280.81K	267.05K	+5.2%	$85.12M	0.1%	●●○○○○
IYW iShares U.S. Technology…	328.69K	324.27K	+1.4%	$82.91M	0.1%	●●○○○○
FIX Comfort Systems USA…	41.05K	36.19K	+13.4%	$81.35M	0.1%	●●○○○○
SUB iShares Short-Term…	751.43K	593.54K	+26.6%	$80.00M	0.1%	●●○○○○
BAI iShares A.I. Innovation…	1.52M	33.57K	+4417.4%	$79.96M	0.1%	●●○○○○
BND Vanguard Total Bond…	1.07M	1.07M	0.0%	$78.75M	0.1%	●●○○○○
NOC Northrop Grumman…	114.83K	112.22K	+2.3%	$58.48M	0.1%
IBTI	3.43M	3.42M	+0.2%	$75.87M	0.1%	●●○○○○
BA The Boeing Company	406.48K	385.13K	+5.5%	$76.05M	0.1%	●●○○○○
LIN Linde plc	146.42K	130.40K	+12.3%	$75.98M	0.1%
TDG TransDigm Group…	56.57K	54.84K	+3.1%	$75.35M	0.1%	●●○○○○
DVY iShares Select Dividend…	478.07K	465.70K	+2.7%	$74.74M	0.1%
SMMD iShares Russell 2500 ETF	776.24K	763.70K	+1.6%	$71.13M	0.1%	●●○○○○
FICO Fair Isaac Corporation	58.90K	52.28K	+12.7%	$70.37M	0.1%	●●○○○○
VT Vanguard Total World…	447.50K	397.48K	+12.6%	$70.23M	0.1%	●●○○○○
WFC Wells Fargo & Company	833.74K	725.63K	+14.9%	$68.90M	0.1%
T AT&T Inc.	3.26M	2.11M	+54.3%	$67.43M	0.1%
JGRO JPMorgan Active Growth…	680.12K	669.41K	+1.6%	$67.05M	0.1%	●●○○○○
VO Vanguard Morningstar…	823.22K	199.34K	+3.2% ✂	$66.33M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	1.17M	1.09M	+7.6%	$66.06M	0.1%	●●○○○○
OKE ONEOK, Inc.	759.38K	662.04K	+14.7%	$66.02M	0.1%	●●○○○○
GSST	1.25M	131.75K	+846.1%	$63.04M	0.1%
VIRT Virtu Financial, Inc.	1.05M	958.15K	+9.7%	$62.62M	0.1%	●●○○○○
EMXC iShares MSCI Emerging…	609.09K	543.81K	+12.0%	$62.31M	0.1%
EEM iShares MSCI Emerging…	881.30K	840.44K	+4.9%	$60.29M	0.1%
SCHA Schwab U.S. Small-Cap…	1.67M	1.31M	+27.0%	$60.26M	0.1%
APH Amphenol Corporation	339.68K	294.87K	+15.2%	$59.92M	0.1%	●●○○○○

증권	주식 수	이전	변동	가치	비중	연속 기록
XLK State Street Technology…	12.70M	12.98M	-2.1%	$2.42B	2.5%	●●○○○○
MSFT Microsoft Corporation	5.09M	5.32M	-4.2%	$1.90B	1.9%
DFAC Dimensional - US Core…	42.13M	42.58M	-1.1%	$1.87B	1.9%	●●○○○○
SPY State Street SPDR S&P…	2.36M	2.43M	-3.0%	$1.65B	1.7%	●●○○○○
AMZN Amazon.com, Inc.	6.85M	7.68M	-10.9%	$1.63B	1.7%
GOOGL Alphabet Inc.	4.13M	4.81M	-14.1%	$1.48B	1.5%
GOOG Alphabet Inc.	4.00M	4.15M	-3.7%	$1.41B	1.4%	●●○○○○
EQTY Kovitz Core Equity ETF	43.87M	44.57M	-1.6%	$1.23B	1.3%	●●○○○○
BSVO EA Bridgeway Omni…	36.84M	37.26M	-1.1%	$1.08B	1.1%
AVGO Broadcom Inc.	2.66M	3.22M	-17.2%	$1.01B	1.0%
VTI Vanguard Morningstar…	2.71M	2.75M	-1.4%	$1.00B	1.0%
JPM JPMorgan Chase & Co.	2.91M	3.11M	-6.2%	$953.84M	1.0%
VTV Vanguard Morningstar…	4.26M	4.28M	-0.5%	$928.78M	1.0%	●●○○○○
DFAT Dimensional - US…	12.49M	13.14M	-5.0%	$873.19M	0.9%	●●○○○○
AVUV Avantis U.S. Small Cap…	6.56M	6.67M	-1.5%	$818.85M	0.8%
AMD Advanced Micro Devices…	1.36M	2.68M	-49.2%	$789.83M	0.8%
DFUV Dimensional - US…	14.22M	14.70M	-3.2%	$782.11M	0.8%	●●○○○○
IWB iShares Russell 1000 ETF	1.86M	1.93M	-3.8%	$761.41M	0.8%	●●○○○○
LRCX Lam Research Corporation	1.64M	2.53M	-35.0%	$711.76M	0.7%
META Meta Platforms, Inc.	1.12M	1.20M	-6.2%	$631.87M	0.6%	●●○○○○
IXUS iShares Core MSCI Total…	6.98M	7.00M	-0.2%	$666.21M	0.7%
IWF iShares Russell 1000…	5.26M	1.34M	-2.0% ✂	$653.04M	0.7%	●●○○○○
VGT Vanguard Information…	5.07M	645.91K	-1.9% ✂	$606.02M	0.6%	●●○○○○
V Visa Inc.	1.73M	1.94M	-10.8%	$593.75M	0.6%
TMO Thermo Fisher…	860.54K	1.14M	-24.6%	$431.44M	0.4%
DISV Dimensional -…	13.41M	13.91M	-3.6%	$538.31M	0.6%
XLC State Street…	3.93M	4.86M	-19.1%	$421.11M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	1.25M	2.97M	-58.0%	$170.45M	0.2%
XLV State Street Health…	3.02M	3.08M	-2.1%	$478.64M	0.5%	●●○○○○
QUAL iShares MSCI USA…	1.48M	2.40M	-38.5%	$324.12M	0.3%
WT WisdomTree, Inc.	5.14M	5.45M	-5.7%	$457.44M	0.5%	●●○○○○
ICE Intercontinental…	2.37M	2.90M	-18.2%	$291.96M	0.3%
MU Micron Technology, Inc.	383.74K	474.73K	-19.2%	$442.72M	0.5%	●●○○○○
PEP PepsiCo, Inc.	1.92M	2.77M	-30.9%	$259.42M	0.3%
KEYS Keysight Technologies…	856.24K	1.39M	-38.3%	$299.74M	0.3%	●●○○○○
JNJ Johnson & Johnson	1.49M	1.60M	-7.2%	$377.98M	0.4%
KLAC KLA Corporation	1.28M	128.24K	-0.1% ✂	$386.50M	0.4%
DFAX Dimensional World ex…	10.39M	10.40M	-0.1%	$382.89M	0.4%	●●○○○○
VUG Vanguard Morningstar…	4.24M	724.68K	-2.4% ✂	$365.58M	0.4%
CVX Chevron Corporation	1.73M	1.77M	-2.0%	$286.79M	0.3%
APO Apollo Global…	1.65M	3.25M	-49.4%	$194.71M	0.2%
SCHG Schwab U.S. Large-Cap…	6.84M	12.15M	-43.7%	$231.33M	0.2%
PH Parker-Hannifin…	205.23K	394.78K	-48.0%	$200.74M	0.2%
LOW Lowe's Companies, Inc.	1.08M	1.49M	-27.6%	$238.28M	0.2%
RSP Invesco S&P 500 Equal…	1.58M	1.61M	-1.9%	$337.03M	0.3%	●●○○○○
MA Mastercard Incorporated	628.32K	665.03K	-5.5%	$322.71M	0.3%	●●○○○○
OEF iShares S&P 100 ETF	429.44K	1.04M	-58.7%	$157.12M	0.2%	●●○○○○
CSCO Cisco Systems, Inc.	2.74M	3.19M	-14.2%	$321.30M	0.3%
CAT Caterpillar Inc.	285.16K	338.03K	-15.6%	$303.57M	0.3%	●●○○○○
AJG Arthur J. Gallagher &…	771.23K	1.38M	-44.1%	$177.05M	0.2%
AMAT Applied Materials, Inc.	412.98K	478.86K	-13.8%	$298.65M	0.3%	●●○○○○
DIA State Street SPDR Dow…	570.45K	577.80K	-1.3%	$298.00M	0.3%	●●○○○○
ACN Accenture plc	995.44K	1.50M	-33.8%	$123.87M	0.1%
BX Blackstone Inc.	1.68M	2.51M	-33.3%	$197.12M	0.2%
PM Philip Morris…	1.59M	1.66M	-4.5%	$287.46M	0.3%
IEFA iShares Core MSCI EAFE…	2.87M	2.89M	-0.7%	$277.22M	0.3%	●●○○○○
VRSK Verisk Analytics, Inc.	739.09K	1.45M	-49.0%	$132.69M	0.1%
IVE iShares S&P 500 Value…	1.21M	1.23M	-1.9%	$273.68M	0.3%
DFAS Dimensional - US Small…	3.28M	3.45M	-5.0%	$269.82M	0.3%	●●○○○○
GS The Goldman Sachs…	257.17K	259.99K	-1.1%	$260.10M	0.3%	●●○○○○
ABT Abbott Laboratories	1.75M	2.52M	-30.4%	$159.17M	0.2%
IJR iShares Core S&P…	1.73M	1.74M	-0.2%	$257.13M	0.3%	●●○○○○
SGOV iShares 0-3 Month…	2.37M	2.51M	-5.4%	$238.92M	0.2%
AVUS Avantis U.S. Equity ETF	1.95M	1.96M	-0.2%	$250.33M	0.3%	●●○○○○
ZBRA Zebra Technologies…	574.89K	1.13M	-49.3%	$151.35M	0.2%
HD The Home Depot, Inc.	574.59K	698.87K	-17.8%	$202.65M	0.2%
QCOM QUALCOMM Incorporated	1.23M	1.24M	-0.7%	$226.81M	0.2%	●●○○○○
PNC The PNC Financial…	642.04K	1.08M	-40.6%	$158.09M	0.2%
VXF Vanguard Extended…	893.05K	901.75K	-1.0%	$219.88M	0.2%	●●○○○○
GXO GXO Logistics, Inc.	2.07M	4.19M	-50.5%	$104.95M	0.1%
DHR Danaher Corporation	725.09K	1.03M	-29.5%	$138.14M	0.1%
GLD SPDR Gold Shares	431.53K	448.60K	-3.8%	$158.97M	0.2%	●●○○○○
BAC Bank of America…	3.35M	3.48M	-4.0%	$190.66M	0.2%	●●○○○○
XLE State Street Energy…	1.96M	3.09M	-36.8%	$103.86M	0.1%
IJH iShares Core S&P…	2.45M	2.47M	-0.7%	$189.27M	0.2%
XLU State Street Utilities…	2.34M	3.95M	-40.8%	$106.00M	0.1%
BLK BlackRock, Inc.	186.98K	187.52K	-0.3%	$178.35M	0.2%
VV Vanguard Morningstar…	522.65K	532.81K	-1.9%	$179.75M	0.2%
MRK Merck & Co., Inc.	1.38M	1.44M	-4.2%	$176.83M	0.2%
CSL Carlisle Companies…	272.93K	523.39K	-47.9%	$99.01M	0.1%
J Jacobs Solutions Inc.	1.36M	1.37M	-0.5%	$171.94M	0.2%
ASML ASML Holding N.V.	87.64K	95.37K	-8.1%	$174.35M	0.2%	●●○○○○
KMI Kinder Morgan, Inc.	5.11M	5.17M	-1.3%	$163.23M	0.2%
MINT PIMCO Enhanced Short…	1.37M	1.64M	-16.6%	$137.84M	0.1%
ANET Arista Networks, Inc.	969.57K	1.01M	-4.2%	$164.71M	0.2%
STX Seagate Technology…	169.22K	249.28K	-32.1%	$163.27M	0.2%	●●○○○○
AVEM Avantis Emerging…	1.64M	1.71M	-4.3%	$158.17M	0.2%	●●○○○○
ADI Analog Devices, Inc.	388.66K	435.41K	-10.7%	$154.36M	0.2%	●●○○○○
INTC Intel Corp.	1.08M	1.12M	-3.9%	$150.62M	0.2%	●●○○○○
IWM iShares Russell 2000 ETF	499.15K	584.67K	-14.6%	$149.97M	0.2%	●●○○○○
LMT Lockheed Martin…	215.67K	247.41K	-12.8%	$109.91M	0.1%
NFLX Netflix, Inc.	1.49M	1.54M	-3.5%	$106.06M	0.1%
TJX The TJX Companies, Inc.	916.40K	922.53K	-0.7%	$138.83M	0.1%	●●○○○○
SO The Southern Company	1.44M	1.46M	-1.8%	$134.77M	0.1%
GE GE Aerospace	372.61K	383.57K	-2.9%	$139.26M	0.1%
VCSH Vanguard Short-Term…	1.43M	1.74M	-18.3%	$112.62M	0.1%
BLDR Builders FirstSource…	881.99K	1.66M	-47.0%	$78.92M	0.1%
KAT	2.33M	2.50M	-6.8%	$126.08M	0.1%	●●○○○○
VOE Vanguard Morningstar…	653.69K	683.83K	-4.4%	$129.17M	0.1%
PCAR PACCAR Inc	888.92K	1.10M	-19.0%	$106.78M	0.1%	●●○○○○
IEF iShares 7-10 Year…	1.29M	1.31M	-0.9%	$122.46M	0.1%	●●○○○○
AMGN Amgen Inc.	315.58K	360.04K	-12.3%	$109.49M	0.1%	●●○○○○
GEV GE Vernova Inc.	103.82K	106.74K	-2.7%	$121.97M	0.1%
VMBS Vanguard…	2.42M	2.52M	-4.0%	$113.40M	0.1%
DFGR	3.96M	4.07M	-2.9%	$114.68M	0.1%
AVDE Avantis International…	1.18M	1.29M	-8.6%	$105.15M	0.1%	●●○○○○
IEI iShares 3-7 Year…	922.32K	963.83K	-4.3%	$108.33M	0.1%
KO The Coca-Cola Company	1.38M	1.40M	-1.0%	$112.54M	0.1%
MUB iShares National Muni…	907.87K	1.05M	-13.8%	$97.70M	0.1%	●●○○○○
SPEM State Street SPDR…	2.15M	2.22M	-3.1%	$111.25M	0.1%
USMV iShares MSCI USA Min…	1.11M	1.19M	-6.2%	$107.48M	0.1%	●●○○○○
EFV iShares MSCI EAFE Value…	1.35M	1.46M	-7.2%	$103.58M	0.1%	●●○○○○
CME CME Group Inc.	364.73K	365.88K	-0.3%	$80.54M	0.1%	●●○○○○
ORCL Oracle Corporation	711.05K	723.09K	-1.7%	$104.18M	0.1%
IBM International Business…	379.72K	393.51K	-3.5%	$106.74M	0.1%	●●○○○○
SCZ iShares MSCI EAFE…	1.27M	1.28M	-0.8%	$104.81M	0.1%	●●○○○○
NOW ServiceNow, Inc.	987.13K	995.59K	-0.8%	$98.00M	0.1%
SHY iShares 1-3 Year…	1.21M	1.25M	-3.2%	$99.36M	0.1%	●●○○○○
UNH UnitedHealth Group…	225.05K	232.60K	-3.2%	$93.54M	0.1%	●●○○○○
IAU iShares Gold Trust	1.04M	1.06M	-2.3%	$78.44M	0.1%	●●○○○○

증권	주식 수	이전	변동	가치	비중
BSCU Invesco BulletShares…	—	959.96K	퇴출	$16.05M	0.0%
BSCV	—	858.29K	퇴출	$14.13M	0.0%
QXO QXO, Inc.	—	715.68K	퇴출	$13.90M	0.0%
BSCT Invesco BulletShares…	—	735.93K	퇴출	$13.73M	0.0%
BSCR Invesco BulletShares…	—	677.78K	퇴출	$13.30M	0.0%
AMCR Amcor plc	—	309.80K	퇴출	$12.31M	0.0%
LDOS Leidos Holdings, Inc.	—	77.27K	퇴출	$12.02M	0.0%
WU The Western Union…	—	1.36M	퇴출	$11.91M	0.0%
BSCS Invesco BulletShares…	—	472.46K	퇴출	$9.65M	0.0%
ZS Zscaler, Inc.	—	64.84K	퇴출	$9.10M	0.0%
JNK State Street SPDR…	—	47.85K	퇴출	$4.58M	0.0%
HOLX Hologic, Inc.	—	52.56K	퇴출	$3.95M	0.0%
AUR Aurora Innovation, Inc.	—	930.48K	퇴출	$3.83M	0.0%
LOUP	—	54.97K	퇴출	$3.78M	0.0%
CGBD	—	304.86K	퇴출	$3.34M	0.0%
CTSH Cognizant Technology…	—	49.72K	퇴출	$3.04M	0.0%
WIX Wix.com Ltd.	—	32.79K	퇴출	$2.95M	0.0%
BSMQ	—	113.49K	퇴출	$2.68M	0.0%
BSMR	—	112.94K	퇴출	$2.67M	0.0%
BSMS	—	109.44K	퇴출	$2.56M	0.0%
CTRA Coterra Energy Inc.	—	69.08K	퇴출	$2.42M	0.0%
BSMT	—	99.68K	퇴출	$2.29M	0.0%
AOS A. O. Smith Corporation	—	34.75K	퇴출	$2.28M	0.0%
WEX WEX Inc.	—	14.01K	퇴출	$2.19M	0.0%
AL Air Lease Corporation	—	34.29K	퇴출	$2.17M	0.0%
LOPE Grand Canyon Education…	—	11.80K	퇴출	$2.01M	0.0%
FOXA Fox Corporation	—	33.39K	퇴출	$1.99M	0.0%
SARO StandardAero, Inc.	—	68.09K	퇴출	$1.76M	0.0%
GWRE Guidewire Software, Inc.	—	10.14K	퇴출	$1.50M	0.0%
COR Cencora, Inc.	—	4.53K	퇴출	$1.42M	0.0%
BSMV	—	64.64K	퇴출	$1.35M	0.0%
CZR Caesars Entertainment…	—	49.09K	퇴출	$1.30M	0.0%
MASI Masimo Corporation	—	7.25K	퇴출	$1.29M	0.0%
GTM ZoomInfo Technologies…	—	209.09K	퇴출	$1.27M	0.0%
JOF	—	111.25K	퇴출	$1.21M	0.0%
GUG	—	75.70K	퇴출	$1.15M	0.0%
SEG	—	596	퇴출	$1.09M	0.0%
MOBX	—	0	퇴출	$1.05M	0.0%
TDY Teledyne Technologies…	—	1.73K	퇴출	$1.05M	0.0%
EPAM EPAM Systems, Inc.	—	7.65K	퇴출	$1.04M	0.0%
OVV Ovintiv Inc.	—	16.96K	퇴출	$1.01M	0.0%
ELS Equity LifeStyle…	—	15.30K	퇴출	$955,323	0.0%
SUI Sun Communities, Inc.	—	7.23K	퇴출	$914,391	0.0%
PEGA Pegasystems Inc.	—	18.74K	퇴출	$798,232	0.0%
CHRW C.H. Robinson…	—	4.73K	퇴출	$787,187	0.0%
AMPX Amprius Technologies…	—	45.47K	퇴출	$766,693	0.0%
MSGS Madison Square Garden…	—	2.33K	퇴출	$763,505	0.0%
M Macy's, Inc.	—	41.97K	퇴출	$759,971	0.0%
ALK Alaska Air Group, Inc.	—	20.45K	퇴출	$752,262	0.0%
FLS Flowserve Corporation	—	9.82K	퇴출	$721,652	0.0%
CHRD Chord Energy Corporation	—	4.75K	퇴출	$675,403	0.0%
AS Amer Sports, Inc.	—	19.99K	퇴출	$658,065	0.0%
FTXL First Trust Nasdaq…	—	4.36K	퇴출	$643,544	0.0%
ELAN Elanco Animal Health…	—	27.25K	퇴출	$632,685	0.0%
LYFT Lyft, Inc.	—	47.48K	퇴출	$631,527	0.0%
PRCT PROCEPT BioRobotics…	—	24.93K	퇴출	$623,524	0.0%
DOCS Doximity, Inc.	—	26.58K	퇴출	$619,323	0.0%
FDD	—	32.65K	퇴출	$581,514	0.0%
CART Maplebear Inc.	—	13.29K	퇴출	$581,464	0.0%
EWJV	—	13.43K	퇴출	$573,143	0.0%
ROL Rollins, Inc.	—	10.48K	퇴출	$571,847	0.0%
EWZS	—	38.50K	퇴출	$570,244	0.0%
ISCF	—	13.24K	퇴출	$553,383	0.0%
RIVN Rivian Automotive, Inc.	—	36.74K	퇴출	$552,971	0.0%
PWR Quanta Services, Inc.	—	892	퇴출	$534,476	0.0%
HASI HA Sustainable…	—	14.54K	퇴출	$534,472	0.0%
APTV Aptiv PLC	—	7.67K	퇴출	$532,578	0.0%
SBR	—	7.03K	퇴출	$527,400	0.0%
AVAV AeroVironment, Inc.	—	2.82K	퇴출	$516,727	0.0%
AFRM Affirm Holdings, Inc.	—	49.23K	퇴출	$514,825	0.0%
HWC Hancock Whitney…	—	7.91K	퇴출	$502,731	0.0%
STBA S&T Bancorp, Inc.	—	11.44K	퇴출	$478,406	0.0%
BRX Brixmor Property Group…	—	16.52K	퇴출	$475,757	0.0%
LTC LTC Properties, Inc.	—	12.55K	퇴출	$466,496	0.0%
CQQQ Invesco China…	—	10.11K	퇴출	$465,446	0.0%
LFUS Littelfuse, Inc.	—	1.37K	퇴출	$464,018	0.0%
EPP iShares MSCI Pacific ex…	—	8.57K	퇴출	$455,540	0.0%
CNM Core & Main, Inc.	—	9.21K	퇴출	$454,971	0.0%
HODL	—	23.82K	퇴출	$453,681	0.0%
PTC PTC Inc.	—	3.08K	퇴출	$435,190	0.0%
QSR Restaurant Brands…	—	5.80K	퇴출	$429,004	0.0%
AHR American Healthcare…	—	8.80K	퇴출	$415,607	0.0%
DOCN DigitalOcean Holdings…	—	4.50K	퇴출	$411,224	0.0%
BUSE First Busey Corporation	—	16.27K	퇴출	$411,093	0.0%
CGMU Capital Group Municipal…	—	14.85K	퇴출	$403,232	0.0%
BCC Boise Cascade Company	—	5.24K	퇴출	$397,084	0.0%
ARKB ARK 21Shares Bitcoin ETF	—	17.29K	퇴출	$388,875	0.0%
ROIV Roivant Sciences Ltd.	—	13.94K	퇴출	$386,000	0.0%
RDN Radian Group Inc.	—	11.61K	퇴출	$383,909	0.0%
FLTR VanEck IG Floating Rate…	—	15.02K	퇴출	$382,847	0.0%
BELFB Bel Fuse Inc.	—	1.92K	퇴출	$379,330	0.0%
HCRB	—	10.80K	퇴출	$378,583	0.0%
EXPO Exponent, Inc.	—	5.79K	퇴출	$377,717	0.0%
PHIN PHINIA Inc.	—	5.49K	퇴출	$375,680	0.0%
BOOM	—	1.35K	퇴출	$371,754	0.0%
EDV Vanguard Extended…	—	240	퇴출	$362,746	0.0%
EFOR Everforth, Inc.	—	9.35K	퇴출	$361,861	0.0%
OLED Universal Display…	—	3.91K	퇴출	$358,744	0.0%
MAKO	—	55.40K	퇴출	$354,006	0.0%
EXPD Expeditors…	—	2.44K	퇴출	$350,050	0.0%
TFLO iShares Treasury…	—	6.89K	퇴출	$348,842	0.0%
AGZ	—	3.16K	퇴출	$346,907	0.0%
WTS Watts Water…	—	1.18K	퇴출	$341,381	0.0%
BPRN	—	10.07K	퇴출	$340,132	0.0%
TNDM Tandem Diabetes Care…	—	17.53K	퇴출	$336,529	0.0%
SLG SL Green Realty Corp.	—	8.91K	퇴출	$329,010	0.0%
EHC Encompass Health…	—	3.38K	퇴출	$327,426	0.0%
WGO Winnebago Industries…	—	10.43K	퇴출	$323,130	0.0%
BC Brunswick Corporation	—	4.41K	퇴출	$321,079	0.0%
WAY Waystar Holding Corp.	—	13.30K	퇴출	$320,592	0.0%
HTBK	—	25.14K	퇴출	$313,798	0.0%
ESE ESCO Technologies Inc.	—	1.10K	퇴출	$311,111	0.0%
PEN Penumbra, Inc.	—	934	퇴출	$306,698	0.0%
UTMD	—	4.90K	퇴출	$303,628	0.0%
AU AngloGold Ashanti plc	—	3.12K	퇴출	$303,021	0.0%
IVES	—	10.67K	퇴출	$302,707	0.0%
STAG STAG Industrial, Inc.	—	8.39K	퇴출	$302,646	0.0%
PLAB Photronics, Inc.	—	7.40K	퇴출	$298,953	0.0%
GATX GATX Corporation	—	1.75K	퇴출	$297,779	0.0%
MAT Mattel, Inc.	—	19.80K	퇴출	$287,618	0.0%

포지션 보유 기간

3070–1 분기

22922–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

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

보고된 롱 포지션만의 유사도 — 헤지 및 비13F 자산은 표시되지 않습니다. 방법론

공시 기록

Aug 12 2026 13F-HR · 기간 Q2 2026

$97.63B · 2,759 포지션 · 원본 SEC 제출 서류 보기 ↗

May 15 2026 13F-HR · 기간 Q1 2026

$89.91B · 2,644 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$87.74B · 2,645 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$61.99B · 2,200 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$46.16B · 2,028 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q2 2026 · 최근 공시 Aug 12, 2026 · 변동 산출 방법론

☆ Focus Partners Wealth

Focus Partners Wealth