運用会社レコード · アーカイブ済み四半期

Jones Financial Companies Lllp

Des Peres, MO · CIK 815917 · EDGARファイリング ↗

Q2 2026 Q1 2026 Q4 2025 差分 ⇄

$208.07B報告済み13F評価額

5,771ポジション

48.6%トップ10ウェイト

35.20実効保有

3.3%推定回転率

+547新規

−238解消銘柄

報告された13Fポートフォリオ価値は、米国の報告対象ロングポジションのみを対象とし、現金、債券、ショートポジションまたは米国外保有資産は含まれません。運用資産残高（AUM）ではありません。

四半期別報告済み評価額 Q4 2025 → Q2 2026

セクターエクスポージャー

金融サービス 80.0% (-12.0pp)

テクノロジー 6.4% (+3.6pp)

資本財・サービス 2.7% (+1.9pp)

ヘルスケア 2.4% (+1.6pp)

消費者循環株 2.4% (+1.3pp)

コミュニケーション・サービス 1.8% (+0.8pp)

エネルギー 1.3% (+0.9pp)

消費者ディフェンシブ 1.2% (+0.7pp)

素材 0.7% (+0.6pp)

公益事業 0.6% (+0.4pp)

不動産 0.4% (+0.2pp)

報告済み普通株式価値に占める比率；（±pp）前四半期比。

ポートフォリオ · Q1 2026

#	有価証券	ウェイト	時価	株数	Δ株式数		保有中
1	VUG Vanguard Morningstar Growth…	8.0%	$16.57B	39.23M	-0.4%	▼ Trim	2
2	AGG iShares Core U.S. Aggregate…	6.3%	$13.03B	132.17M	-4.6%	▼ Trim	2
3	IVV iShares Core S&P 500 ETF	5.8%	$12.06B	18.92M	+3.1%	▲ Add	2
4	VOO Vanguard S&P 500 ETF	4.8%	$9.97B	17.10M	+18.4%	▲ Add	2
5	VTV Vanguard Morningstar Value…	4.8%	$9.92B	51.32M	-7.2%	▼ Trim	2
6	IEFA iShares Core MSCI EAFE ETF	4.6%	$9.49B	108.46M	+7.8%	▲ Add	2
7	IWR iShares Russell Mid-Cap ETF	4.3%	$8.87B	92.96M	+17.8%	▲ Add	2
8	SPYM State Street SPDR Portfolio…	4.0%	$8.26B	110.68M	+92.2%	▲ Add	2
9	VO Vanguard Morningstar…	3.6%	$7.43B	26.27M	+22.3%	▲ Add	2
10	VV Vanguard Morningstar…	2.6%	$5.44B	18.66M	+4.6%	▲ Add	2
11	SCZ iShares MSCI EAFE Small-Cap…	1.8%	$3.76B	49.43M	+40.9%	▲ Add	2
12	IUSB iShares Core Universal USD…	1.8%	$3.65B	79.59M	+4.0%	▲ Add	2
13	IWB iShares Russell 1000 ETF	1.7%	$3.64B	10.45M	-9.7%	▼ Trim	2
14	USHY iShares Broad USD High…	1.7%	$3.47B	95.36M	+8.3%	▲ Add	2
15	VEA Vanguard FTSE Developed…	1.6%	$3.42B	55.00M	+4.0%	▲ Add	2
16	AVDV Avantis International Small…	1.4%	$2.93B	30.36M	-1.9%	▼ Trim	2
17	IJR iShares Core S&P Small-Cap…	1.2%	$2.42B	19.86M	+22.2%	▲ Add	2
18	AAPL Apple Inc.	1.0%	$2.10B	8.42M	+193.2%	▲ Add	2
19	NVDA NVIDIA Corporation	1.0%	$2.02B	12.02M	+166.2%	▲ Add	2
20	DFIS Dimensional - International…	0.9%	$1.92B	58.75M	+28.4%	▲ Add	2
21	MSFT Microsoft Corporation	0.9%	$1.81B	5.08M	+202.6%	▲ Add	2
22	AMZN Amazon.com, Inc.	0.8%	$1.70B	8.52M	+155.6%	▲ Add	2
23	GOOGL Alphabet Inc.	0.8%	$1.63B	5.92M	+109.9%	▲ Add	2
24	IEMG iShares Core MSCI Emerging…	0.7%	$1.36B	20.06M	+8.0%	▲ Add	2
25	AVGO Broadcom Inc.	0.5%	$1.13B	3.76M	+134.9%	▲ Add	2
26	IWS iShares Russell Mid-Cap…	0.5%	$1.10B	7.70M	-20.7%	▼ Trim	2
27	IUSG iShares Core S&P U.S.…	0.5%	$1.01B	6.74M	+25.9%	▲ Add	2
28	DGRO iShares Core Dividend…	0.4%	$831.52M	12.07M	+20.8%	▲ Add	2
29	QQQM Invesco NASDAQ 100 ETF	0.4%	$790.99M	3.42M	+22.9%	▲ Add	2
30	IUSV iShares Core S&P U.S. Value…	0.4%	$768.34M	7.65M	+19.2%	▲ Add	2
31	VB Vanguard Morningstar…	0.4%	$763.18M	2.98M	+19.1%	▲ Add	2
32	META Meta Platforms, Inc.	0.4%	$735.77M	1.39M	+177.2%	▲ Add	2
33	OEF iShares S&P 100 ETF	0.3%	$672.31M	2.17M	-0.4%	▼ Trim	2
34	SPY State Street SPDR S&P 500…	0.3%	$614.48M	961.15K	+9.9%	▲ Add	2
35	EFA iShares MSCI EAFE ETF	0.3%	$597.49M	6.35M	+112.3%	▲ Add	2
36	TSM Taiwan Semiconductor…	0.3%	$586.11M	1.79M	+654.0%	▲ Add	2
37	LLY Eli Lilly and Company	0.3%	$572.51M	650.87K	+175.9%	▲ Add	2
38	VOE Vanguard Morningstar…	0.3%	$570.84M	3.13M	+19.3%	▲ Add	2
39	V Visa Inc.	0.3%	$563.09M	1.90M	+171.9%	▲ Add	2
40	CGDV Capital Group Dividend…	0.3%	$562.27M	13.48M	+30.5%	▲ Add	2
41	JPM JPMorgan Chase & Co.	0.3%	$557.55M	1.97M	+73.8%	▲ Add	2
42	IWD iShares Russell 1000 Value…	0.3%	$554.83M	2.64M	+75.2%	▲ Add	2
43	IJH iShares Core S&P Mid-Cap ETF	0.3%	$548.76M	8.27M	+21.1%	▲ Add	2
44	EFV iShares MSCI EAFE Value ETF	0.3%	$536.13M	7.44M	+9.9%	▲ Add	2
45	GOOG Alphabet Inc.	0.2%	$514.59M	1.88M	+645.5%	▲ Add	2
46	XONA.DE Exxon Mobil Corporation	0.2%	$498.73M	2.92M	+300.8%	▲ Add	2
47	IWF iShares Russell 1000 Growth…	0.2%	$468.46M	1.13M	+118.6%	▲ Add	2
48	LIN Linde plc	0.2%	$464.98M	946.50K	+527.8%	▲ Add	2
49	EFG iShares MSCI EAFE Growth ETF	0.2%	$462.93M	4.30M	+11.0%	▲ Add	2
50	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$441.26M	8.88M	+27.7%	▲ Add	2
51	VYM Vanguard High Dividend…	0.2%	$435.15M	2.99M	+15.0%	▲ Add	2
52	VIG Vanguard Dividend…	0.2%	$433.29M	2.06M	+18.4%	▲ Add	2
53	CVX Chevron Corporation	0.2%	$428.47M	2.03M	+94.3%	▲ Add	2
54	VTWO Vanguard Russell 2000 ETF	0.2%	$412.18M	4.20M	+329.7%	▲ Add	2
55	VSS Vanguard FTSE All-World…	0.2%	$386.57M	2.72M	+239.2%	▲ Add	2
56	CGGR Capital Group Growth ETF	0.2%	$375.01M	9.61M	+27.7%	▲ Add	2
57	JNJ Johnson & Johnson	0.2%	$373.51M	1.55M	+89.4%	▲ Add	2
58	IWP iShares Russell Mid-Cap…	0.2%	$356.39M	2.85M	-39.7%	▼ Trim	2
59	APH Amphenol Corporation	0.2%	$344.59M	2.79M	+667.1%	▲ Add	2
60	AVEM Avantis Emerging Markets…	0.2%	$335.05M	4.26M	+39.9%	▲ Add	2
61	RTX RTX Corporation	0.2%	$334.11M	1.76M	+86.5%	▲ Add	2
62	BRK-B Berkshire Hathaway Inc.	0.2%	$331.47M	706.01K	+52.7%	▲ Add	2
63	IVW iShares S&P 500 Growth ETF	0.2%	$327.90M	2.99M	+4.9%	▲ Add	2
64	QQQ Invesco QQQ Trust, Series 1	0.2%	$322.86M	573.85K	+18.6%	▲ Add	2
65	MRK Merck & Co., Inc.	0.2%	$318.21M	2.66M	+202.3%	▲ Add	2
66	PG The Procter & Gamble Company	0.2%	$316.78M	2.22M	+127.2%	▲ Add	2
67	MUB iShares National Muni Bond…	0.1%	$312.26M	2.95M	+30.0%	▲ Add	2
68	BND Vanguard Total Bond Market…	0.1%	$307.64M	4.21M	+17.5%	▲ Add	2
69	BAC Bank of America Corporation	0.1%	$307.57M	6.54M	+329.1%	▲ Add	2
70	CGUS Capital Group Core Equity…	0.1%	$292.46M	7.80M	+26.9%	▲ Add	2
71	IWM iShares Russell 2000 ETF	0.1%	$290.44M	1.19M	+14.7%	▲ Add	2
72	ADI Analog Devices, Inc.	0.1%	$285.14M	925.74K	+394.0%	▲ Add	2
73	MDT Medtronic plc	0.1%	$282.04M	3.24M	+241.2%	▲ Add	2
74	ROST Ross Stores, Inc.	0.1%	$277.06M	1.31M	+1582.0%	▲ Add	2
75	IAGG iShares Core International…	0.1%	$273.89M	5.51M	+128.0%	▲ Add	2
76	NVS Novartis AG	0.1%	$270.05M	1.82M	+828.1%	▲ Add	2
77	TSLA Tesla, Inc.	0.1%	$268.29M	741.38K	+89.2%	▲ Add	2
78	AMD Advanced Micro Devices, Inc.	0.1%	$264.03M	1.31M	+87.6%	▲ Add	2
79	VOT Vanguard Morningstar…	0.1%	$261.56M	1.04M	+17.4%	▲ Add	2
80	MCD McDonald's Corporation	0.1%	$260.93M	852.69K	+233.2%	▲ Add	2
81	VWO Vanguard FTSE Emerging…	0.1%	$257.81M	4.85M	+16.6%	▲ Add	2
82	DE Deere & Company	0.1%	$256.70M	453.25K	+84.9%	▲ Add	2
83	VEU Vanguard FTSE All-World…	0.1%	$253.07M	3.47M	+20.0%	▲ Add	2
84	ICE Intercontinental Exchange…	0.1%	$251.14M	1.64M	+8101.8%	▲ Add	2
85	KO The Coca-Cola Company	0.1%	$248.12M	3.28M	+294.9%	▲ Add	2
86	WFC Wells Fargo & Company	0.1%	$248.09M	3.21M	+252.2%	▲ Add	2
87	VTI Vanguard Morningstar Total…	0.1%	$242.56M	773.54K	+20.3%	▲ Add	2
88	JGRO JPMorgan Active Growth ETF	0.1%	$240.34M	2.93M	+18.0%	▲ Add	2
89	TMO Thermo Fisher Scientific…	0.1%	$240.15M	506.04K	+214.8%	▲ Add	2
90	ASML ASML Holding N.V.	0.1%	$239.35M	183.76K	+575.4%	▲ Add	2
91	COST Costco Wholesale Corporation	0.1%	$238.18M	241.96K	+76.1%	▲ Add	2
92	BIV Vanguard Intermediate-Term…	0.1%	$238.00M	3.11M	+26.4%	▲ Add	2
93	COP ConocoPhillips	0.1%	$236.30M	1.77M	+462.5%	▲ Add	2
94	HD The Home Depot, Inc.	0.1%	$235.31M	731.34K	+261.8%	▲ Add	2
95	TTE TotalEnergies SE	0.1%	$235.20M	2.62M	+887.8%	▲ Add	2
96	BTI British American Tobacco…	0.1%	$224.66M	3.89M	+3117.1%	▲ Add	2
97	VONG Vanguard Russell 1000…	0.1%	$220.60M	2.08M	+34.6%	▲ Add	2
98	LOW Lowe's Companies, Inc.	0.1%	$218.03M	944.21K	+71.5%	▲ Add	2
99	GE GE Aerospace	0.1%	$215.43M	761.72K	+560.2%	▲ Add	2
100	ETN Eaton Corporation plc	0.1%	$212.59M	594.88K	+929.5%	▲ Add	2
101	VBR Vanguard Morningstar…	0.1%	$209.88M	984.44K	+16.4%	▲ Add	2
102	DUK Duke Energy Corporation	0.1%	$209.44M	1.61M	+65.2%	▲ Add	2
103	CB Chubb Limited	0.1%	$203.36M	637.28K	+3838.5%	▲ Add	2
104	SCHF Schwab International Equity…	0.1%	$201.03M	8.35M	+29.1%	▲ Add	2
105	VYMI Vanguard International High…	0.1%	$200.59M	2.19M	+26.5%	▲ Add	2
106	ACGL Arch Capital Group Ltd.	0.1%	$197.49M	2.11M	+22038.8%	▲ Add	2
107	BLK BlackRock, Inc.	0.1%	$196.40M	209.75K	+83.3%	▲ Add	2
108	MA Mastercard Incorporated	0.1%	$194.24M	401.05K	+393.9%	▲ Add	2
109	WT WisdomTree, Inc.	0.1%	$193.06M	3.63M	+20.4%	▲ Add	2
110	PEP PepsiCo, Inc.	0.1%	$192.20M	1.25M	+72.9%	▲ Add	2
111	AZN AstraZeneca PLC	0.1%	$189.25M	1.00M	+3266.9% ✂	▲ Add	2
112	NOW ServiceNow, Inc.	0.1%	$185.12M	1.86M	+277.4%	▲ Add	2
113	SPHQ Invesco S&P 500 Quality ETF	0.1%	$182.88M	2.47M	+15.9%	▲ Add	2
114	VBK Vanguard Morningstar…	0.1%	$182.03M	617.06K	+19.8%	▲ Add	2
115	WMT Walmart Inc.	0.1%	$182.01M	1.48M	+70.7%	▲ Add	2
116	BCS Barclays PLC	0.1%	$179.94M	8.89M	+22147.2%	▲ Add	2
117	NWG NatWest Group plc	0.1%	$178.07M	12.48M	+22981.7%	▲ Add	2
118	NGG National Grid plc	0.1%	$176.75M	2.16M	+27424.2%	▲ Add	2
119	CGGO Capital Group Global Growth…	0.1%	$176.70M	5.43M	+29.8%	▲ Add	2
120	GEV GE Vernova Inc.	0.1%	$176.66M	207.06K	+512.6%	▲ Add	2
121	KLAC KLA Corporation	0.1%	$175.47M	121.58K	+2132.1%	▲ Add	2
122	PLTR Palantir Technologies Inc.	0.1%	$171.89M	1.20M	+74.8%	▲ Add	2
123	JEPI JPMorgan Equity Premium…	0.1%	$168.99M	3.04M	+20.5%	▲ Add	2
124	AME AMETEK, Inc.	0.1%	$166.64M	795.42K	+422.0%	▲ Add	2
125	ANET Arista Networks, Inc.	0.1%	$165.36M	1.37M	+1164.8%	▲ Add	2
126	CRM Salesforce, Inc.	0.1%	$164.51M	915.07K	+73.6%	▲ Add	2
127	CSCO Cisco Systems, Inc.	0.1%	$163.66M	2.05M	+175.0%	▲ Add	2
128	ABBV AbbVie Inc.	0.1%	$162.92M	777.40K	+172.0%	▲ Add	2
129	NFLX Netflix, Inc.	0.1%	$162.58M	1.74M	+164.0%	▲ Add	2
130	PULS PGIM Ultra Short Bond ETF	0.1%	$160.80M	3.24M	+19.2%	▲ Add	2
131	PAAA PGIM AAA CLO ETF	0.1%	$160.71M	3.13M	+27.5%	▲ Add	2
132	CAT Caterpillar Inc.	0.1%	$159.78M	229.71K	+93.1%	▲ Add	2
133	SCHW The Charles Schwab…	0.1%	$157.28M	1.70M	+1580.3%	▲ Add	2
134	AMAT Applied Materials, Inc.	0.1%	$156.95M	465.42K	+181.4%	▲ Add	2
135	MPC Marathon Petroleum…	0.1%	$156.29M	621.76K	+66.8%	▲ Add	2
136	ABT Abbott Laboratories	0.1%	$155.95M	1.50M	+196.7%	▲ Add	2
137	TJX The TJX Companies, Inc.	0.1%	$153.73M	986.90K	+124.9%	▲ Add	2
138	LMT Lockheed Martin Corporation	0.1%	$153.45M	249.65K	+37.8%	▲ Add	2
139	C Citigroup Inc.	0.1%	$152.19M	1.42M	+431.1%	▲ Add	2
140	BA The Boeing Company	0.1%	$150.74M	791.25K	+403.6%	▲ Add	2
141	RIO Rio Tinto Group	0.1%	$149.53M	1.73M	+3566.0%	▲ Add	2
142	ISRG Intuitive Surgical, Inc.	0.1%	$149.12M	329.42K	+569.0%	▲ Add	2
143	MU Micron Technology, Inc.	0.1%	$148.00M	414.40K	+293.4%	▲ Add	2
144	ENB Enbridge Inc.	0.1%	$147.17M	2.70M	+45.9%	▲ Add	2
145	NEE NextEra Energy, Inc.	0.1%	$145.72M	1.59M	+71.5%	▲ Add	2
146	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$145.47M	4.79M	+37.1%	▲ Add	2
147	E Eni S.p.A.	0.1%	$145.46M	2.63M	+23325.4%	▲ Add	2
148	PGR The Progressive Corporation	0.1%	$144.79M	728.17K	+1860.7%	▲ Add	2
149	CBRE CBRE Group, Inc.	0.1%	$144.61M	1.10M	+12005.0%	▲ Add	2
150	BSV Vanguard Short-Term Bond ETF	0.1%	$143.22M	1.83M	+19.9%	▲ Add	2
151	UNH UnitedHealth Group…	0.1%	$141.72M	547.07K	+365.7%	▲ Add	2
152	HDV iShares Core High Dividend…	0.1%	$141.11M	1.05M	+20.1%	▲ Add	2
153	RDVY First Trust Rising Dividend…	0.1%	$140.41M	2.11M	+34.2%	▲ Add	2
154	UNP Union Pacific Corporation	0.1%	$139.71M	584.84K	+160.0%	▲ Add	2
155	VIGI Vanguard International…	0.1%	$139.44M	1.63M	+26.4%	▲ Add	2
156	PM Philip Morris International…	0.1%	$137.86M	842.80K	+315.2%	▲ Add	2
157	WM Waste Management, Inc.	0.1%	$137.75M	612.05K	+1172.7%	▲ Add	2
158	ITOT iShares Core S&P Total U.S.…	0.1%	$137.65M	990.40K	+34.4%	▲ Add	2
159	DFIV Dimensional - International…	0.1%	$135.67M	2.65M	+48.4%	▲ Add	2
160	VXF Vanguard Extended Market ETF	0.1%	$133.43M	663.74K	+142.9%	▲ Add	2
161	JHMM John Hancock Investments -…	0.1%	$132.87M	2.02M	+18.7%	▲ Add	2
162	MOAT VanEck Morningstar Wide…	0.1%	$129.99M	1.38M	+11.3%	▲ Add	2
163	GS The Goldman Sachs Group…	0.1%	$128.25M	159.64K	+247.5%	▲ Add	2
164	UBS UBS Group AG	0.1%	$128.10M	3.52M	+8400.2%	▲ Add	2
165	VZ Verizon Communications Inc.	0.1%	$127.40M	2.53M	+68.6%	▲ Add	2
166	DHR Danaher Corporation	0.1%	$127.30M	699.53K	+340.9%	▲ Add	2
167	TDY Teledyne Technologies…	0.1%	$126.33M	212.92K	+24095.1%	▲ Add	2
168	GLD SPDR Gold Shares	0.1%	$125.21M	301.93K	+18.5%	▲ Add	2
169	MRSH Marsh & McLennan Companies…	0.1%	$122.45M	723.79K	+6793.2%	▲ Add	2
170	PFE Pfizer Inc.	0.1%	$122.30M	4.52M	+26.2%	▲ Add	2
171	IVE iShares S&P 500 Value ETF	0.1%	$121.63M	585.73K	+21.1%	▲ Add	2
172	DIA State Street SPDR Dow Jones…	0.1%	$121.08M	268.19K	+15.2%	▲ Add	2
173	TD The Toronto-Dominion Bank	0.1%	$120.76M	1.32M	+3176.9%	▲ Add	2
174	DYNF iShares U.S. Equity Factor…	0.1%	$120.05M	2.11M	+75.5%	▲ Add	2
175	PCAR PACCAR Inc	0.1%	$119.40M	1.06M	+5256.6%	▲ Add	2
176	HON Honeywell International Inc.	0.1%	$119.29M	534.39K	+120.0%	▲ Add	2
177	ORLY O'Reilly Automotive, Inc.	0.1%	$117.88M	1.31M	+259.2%	▲ Add	2
178	MFG Mizuho Financial Group, Inc.	0.1%	$117.39M	15.39M	+96145.7%	▲ Add	2
179	SCHD Schwab U.S. Dividend Equity…	0.1%	$117.35M	3.85M	+22.5%	▲ Add	2
180	DG Dollar General Corporation	0.1%	$116.97M	997.88K	+77.5%	▲ Add	2
181	JEPQ JPMorgan Nasdaq Equity…	0.1%	$116.58M	2.15M	+25.6%	▲ Add	2
182	HWM Howmet Aerospace Inc.	0.1%	$116.13M	509.51K	+1649.9%	▲ Add	2
183	COWZ Pacer US Cash Cows 100 ETF	0.1%	$114.25M	1.85M	+13.8%	▲ Add	2
184	RWL Invesco S&P 500 Revenue ETF	0.1%	$111.52M	988.54K	+25.1%	▲ Add	2
185	GD General Dynamics Corporation	0.1%	$111.14M	320.66K	+91.8%	▲ Add	2
186	JPST JPMorgan Ultra-Short Income…	0.1%	$111.00M	2.20M	+23.8%	▲ Add	2
187	PANW Palo Alto Networks, Inc.	0.1%	$110.97M	753.72K	+302.1%	▲ Add	2
188	ODFL Old Dominion Freight Line…	0.1%	$109.11M	579.33K	+12348.1%	▲ Add	2
189	PH Parker-Hannifin Corporation	0.1%	$108.88M	122.54K	+275.9%	▲ Add	2
190	BRO Brown & Brown, Inc.	0.1%	$108.35M	1.71M	+2190.2%	▲ Add	2
191	CGMU Capital Group Municipal…	0.1%	$107.30M	3.95M	+75.9%	▲ Add	2
192	HDB HDFC Bank Limited	0.1%	$107.23M	4.40M	+24171.7%	▲ Add	2
193	BSX Boston Scientific…	0.1%	$105.95M	1.53M	+3339.1%	▲ Add	2
194	USMV iShares MSCI USA Min Vol…	0.1%	$105.66M	1.16M	+14.9%	▲ Add	2
195	ORCL Oracle Corporation	0.0%	$102.84M	734.69K	+109.4%	▲ Add	2
196	TXN Texas Instruments…	0.0%	$100.97M	530.39K	+453.9%	▲ Add	2
197	AXP American Express Company	0.0%	$100.73M	344.55K	+243.9%	▲ Add	2
198	QCOM QUALCOMM Incorporated	0.0%	$100.70M	792.15K	+276.6%	▲ Add	2
199	MCK McKesson Corporation	0.0%	$100.61M	116.96K	+485.7%	▲ Add	2
200	ING ING Groep N.V.	0.0%	$100.42M	4.05M	+4901.0%	▲ Add	2
201	WELL Welltower Inc.	0.0%	$99.68M	509.14K	+288.4%	▲ Add	2
202	IBM International Business…	0.0%	$99.57M	420.97K	+63.0%	▲ Add	2
203	CVS CVS Health Corp.	0.0%	$98.70M	1.41M	+313.2%	▲ Add	2
204	DIS The Walt Disney Company	0.0%	$98.40M	1.06M	+118.4%	▲ Add	2
205	VCIT Vanguard Intermediate-Term…	0.0%	$98.34M	1.20M	+49.4%	▲ Add	2
206	XMHQ Invesco S&P MidCap Quality…	0.0%	$98.31M	976.96K	+20.2%	▲ Add	2
207	SPGI S&P Global Inc.	0.0%	$97.88M	240.10K	+235.5%	▲ Add	2
208	BBVA Banco Bilbao Vizcaya…	0.0%	$97.53M	4.78M	+14447.0%	▲ Add	2
209	D Dominion Energy, Inc.	0.0%	$97.49M	1.60M	+981.9%	▲ Add	2
210	LH Labcorp Holdings Inc.	0.0%	$96.81M	366.44K	+5621.1%	▲ Add	2
211	TFC Truist Financial Corporation	0.0%	$96.47M	2.17M	+20.6%	▲ Add	2
212	MS Morgan Stanley	0.0%	$95.71M	604.07K	+918.1%	▲ Add	2
213	MCO Moody's Corporation	0.0%	$94.61M	222.69K	+1546.4%	▲ Add	2
214	CSL Carlisle Companies…	0.0%	$91.89M	282.23K	+29176.8%	▲ Add	2
215	IGIB iShares 5-10 Year…	0.0%	$91.42M	1.74M	+29.2%	▲ Add	2
216	SONY Sony Group Corporation	0.0%	$91.30M	4.59M	+5280.3%	▲ Add	2
217	HIMU Blackrock ETF Trust II -…	0.0%	$89.80M	1.88M	+39.4%	▲ Add	2
218	O Realty Income Corporation	0.0%	$89.43M	1.47M	+16.0%	▲ Add	2
219	HLN Haleon plc	0.0%	$89.05M	9.09M	+2454.6%	▲ Add	2
220	NKE NIKE, Inc.	0.0%	$88.63M	1.72M	+142.4%	▲ Add	2
221	SPYG State Street SPDR Portfolio…	0.0%	$88.19M	930.14K	+57.4%	▲ Add	2
222	VRTX Vertex Pharmaceuticals…	0.0%	$87.85M	202.86K	+2437.3%	▲ Add	2
223	CI Cigna Corporation	0.0%	$85.60M	326.76K	+459.6%	▲ Add	2
224	KEYS Keysight Technologies, Inc.	0.0%	$85.32M	305.75K	+221.2%	▲ Add	2
225	ISTB iShares Core 1-5 Year USD…	0.0%	$85.09M	1.76M	+23.2%	▲ Add	2
226	BX Blackstone Inc.	0.0%	$85.08M	787.16K	+447.0%	▲ Add	2
227	PLD Prologis, Inc.	0.0%	$85.03M	659.36K	+313.9%	▲ Add	2
228	CGIE Capital Group International…	0.0%	$84.96M	2.61M	+52.4%	▲ Add	2
229	J Jacobs Solutions Inc.	0.0%	$84.54M	671.48K	+406.2%	▲ Add	2
230	CDW CDW Corporation	0.0%	$84.21M	712.62K	+35566.7%	▲ Add	2
231	SCHX Schwab U.S. Large-Cap ETF	0.0%	$84.11M	3.36M	+32.6%	▲ Add	2
232	SHOP Shopify Inc.	0.0%	$83.84M	749.54K	+472.3%	▲ Add	2
233	CGCP Capital Group Core Plus…	0.0%	$82.85M	3.73M	+33.5%	▲ Add	2
234	SPYV State Street SPDR Portfolio…	0.0%	$82.14M	1.48M	+53.8%	▲ Add	2
235	MAR Marriott International, Inc.	0.0%	$81.95M	258.05K	+1861.3%	▲ Add	2
236	USB U.S. Bancorp	0.0%	$81.86M	1.61M	+305.4%	▲ Add	2
237	RSP Invesco S&P 500 Equal…	0.0%	$81.78M	433.95K	+22.1%	▲ Add	2
238	AON Aon plc	0.0%	$81.25M	259.03K	+4814.3%	▲ Add	2
239	QUAL iShares MSCI USA Quality…	0.0%	$81.08M	432.90K	+21.1%	▲ Add	2
240	HLT Hilton Worldwide Holdings…	0.0%	$80.84M	274.93K	+5989.3%	▲ Add	2
241	XMMO Invesco S&P MidCap Momentum…	0.0%	$80.29M	560.43K	+34.0%	▲ Add	2
242	OKE ONEOK, Inc.	0.0%	$80.26M	857.20K	+35.6%	▲ Add	2
243	FWONA Formula One Group	0.0%	$80.20M	983.85K	+29877.0%	▲ Add	2
244	MDLZ Mondelez International, Inc.	0.0%	$79.97M	1.37M	+111.9%	▲ Add	2
245	TT Trane Technologies plc	0.0%	$79.19M	193.03K	+1914.9%	▲ Add	2
246	ECL Ecolab Inc.	0.0%	$78.35M	299.73K	+497.7%	▲ Add	2
247	BINC iShares Flexible Income…	0.0%	$77.52M	1.50M	+46.9%	▲ Add	2
248	IXUS iShares Core MSCI Total…	0.0%	$76.66M	906.91K	+12.7%	▲ Add	2
249	EMR Emerson Electric Co.	0.0%	$76.26M	606.70K	+36.5%	▲ Add	2
250	MEDP Medpace Holdings, Inc.	0.0%	$75.89M	168.19K	+16553.0%	▲ Add	2
251	NXPI NXP Semiconductors N.V.	0.0%	$75.82M	395.44K	+1740.2%	▲ Add	2
252	SO The Southern Company	0.0%	$75.68M	792.02K	+322.1%	▲ Add	2
253	SBUX Starbucks Corporation	0.0%	$75.60M	867.64K	+68.9%	▲ Add	2
254	SCMB Schwab Municipal Bond ETF	0.0%	$75.45M	2.98M	+41.6%	▲ Add	2
255	FTCS First Trust Capital…	0.0%	$75.39M	824.32K	+11.9%	▲ Add	2
256	EFX Equifax Inc.	0.0%	$75.31M	438.21K	+5523.8%	▲ Add	2
257	XLK State Street Technology…	0.0%	$75.04M	576.60K	+12.2%	▲ Add	2
258	FDX FedEx Corporation	0.0%	$74.95M	217.83K	+516.8%	▲ Add	2
259	WRB W. R. Berkley Corporation	0.0%	$74.28M	1.15M	+15193.4%	▲ Add	2
260	SCHC Schwab International…	0.0%	$72.78M	1.60M	+53.0%	▲ Add	2
261	SMH VanEck Semiconductor ETF	0.0%	$72.40M	193.45K	+23.1%	▲ Add	2
262	FDL First Trust Morningstar…	0.0%	$71.81M	1.43M	+30.8%	▲ Add	2
263	DFEV DIMENSIONAL ETF TRUST	0.0%	$71.77M	2.06M	+26.6%	▲ Add	2
264	CMCSA Comcast Corporation	0.0%	$71.67M	2.53M	+139.6%	▲ Add	2
265	TM Toyota Motor Corporation	0.0%	$71.33M	345.02K	+2647.4%	▲ Add	2
266	UL Unilever PLC	0.0%	$70.97M	1.20M	+1632.8%	▲ Add	2
267	JMUB JPMorgan Municipal ETF	0.0%	$70.81M	1.42M	+87.9%	▲ Add	2
268	SDY State Street SPDR S&P…	0.0%	$70.26M	486.20K	+6.4%	▲ Add	2
269	MC Moelis & Company	0.0%	$70.05M	1.29M	+55574.7%	▲ Add	2
270	WMB The Williams Companies, Inc.	0.0%	$70.04M	951.84K	+831.2%	▲ Add	2
271	URI United Rentals, Inc.	0.0%	$68.97M	93.93K	+1919.0%	▲ Add	2
272	AOS A. O. Smith Corporation	0.0%	$68.72M	1.07M	+15088.7%	▲ Add	2
273	BP BP p.l.c.	0.0%	$68.63M	1.47M	+865.3%	▲ Add	2
274	WAT Waters Corporation	0.0%	$68.47M	236.79K	+54460.4%	▲ Add	2
275	SHEL Shell plc	0.0%	$68.07M	738.44K	+236.2%	▲ Add	2
276	SCHE Schwab Emerging Markets…	0.0%	$68.07M	2.11M	+26.8%	▲ Add	2
277	JBND JPMorgan Active Bond ETF	0.0%	$67.86M	1.27M	+52.2%	▲ Add	2
278	TCAF T. Rowe Price Capital…	0.0%	$67.68M	1.96M	+19.8%	▲ Add	2
279	CPRT Copart, Inc.	0.0%	$67.68M	2.09M	+2320.1%	▲ Add	2
280	WWD Woodward, Inc.	0.0%	$67.02M	190.84K	+533.3%	▲ Add	2
281	VT Vanguard Total World Stock…	0.0%	$67.00M	497.68K	+66.9%	▲ Add	2
282	SNPS Synopsys, Inc.	0.0%	$66.79M	175.33K	+579.3%	▲ Add	2
283	CGBL Capital Group Core Balanced…	0.0%	$65.62M	1.94M	+28.7%	▲ Add	2
284	INTU Intuit Inc.	0.0%	$65.48M	157.22K	+425.8%	▲ Add	2
285	CSX CSX Corporation	0.0%	$65.34M	1.64M	+59.8%	▲ Add	2
286	VRT Vertiv Holdings Co	0.0%	$65.13M	259.43K	+46.3%	▲ Add	2
287	ALL The Allstate Corporation	0.0%	$65.08M	319.49K	+64.0%	▲ Add	2
288	GILD Gilead Sciences, Inc.	0.0%	$64.88M	483.23K	+447.8%	▲ Add	2
289	T AT&T Inc.	0.0%	$64.88M	2.23M	+59.9%	▲ Add	2
290	VGT Vanguard Information…	0.0%	$64.78M	95.06K	+19.6%	▲ Add	2
291	SCHB Schwab U.S. Broad Market ETF	0.0%	$64.66M	2.64M	+10.2%	▲ Add	2
292	UPS United Parcel Service, Inc.	0.0%	$64.31M	678.23K	+7.5%	▲ Add	2
293	MSA MSA Safety Incorporated	0.0%	$64.21M	388.52K	+177306.4%	▲ Add	2
294	TKO TKO Group Holdings, Inc.	0.0%	$63.38M	334.99K	+17122.9%	▲ Add	2
295	UBER Uber Technologies, Inc.	0.0%	$63.28M	914.71K	+197.8%	▲ Add	2
296	LVHI Franklin International Low…	0.0%	$63.16M	1.60M	+28.4%	▲ Add	2
297	JAVA JPMorgan Active Value ETF	0.0%	$62.19M	884.67K	+24.8%	▲ Add	2
298	AMT American Tower Corporation	0.0%	$60.77M	357.10K	+59.2%	▲ Add	2
299	ELV Elevance Health Inc.	0.0%	$60.65M	211.46K	+198.5%	▲ Add	2
300	IHG InterContinental Hotels…	0.0%	$60.63M	467.82K	+19697.9%	▲ Add	2
301	LRCX Lam Research Corporation	0.0%	$60.50M	286.16K	+198.8%	▲ Add	2
302	SOXX iShares Semiconductor ETF	0.0%	$59.13M	182.78K	+17.7%	▲ Add	2
303	WDC Western Digital Corporation	0.0%	$58.50M	212.49K	+1356.3%	▲ Add	2
304	SDVY First Trust SMID Cap Rising…	0.0%	$58.28M	1.51M	+35.7%	▲ Add	2
305	XLE State Street Energy Select…	0.0%	$58.20M	930.45K	+68.5%	▲ Add	2
306	BDX Becton, Dickinson and…	0.0%	$58.17M	376.43K	+302.4% ✂	▲ Add	2
307	BBD Banco Bradesco S.A.	0.0%	$57.85M	16.58M	+60466.7%	▲ Add	2
308	EOG EOG Resources, Inc.	0.0%	$57.44M	384.15K	+1244.9%	▲ Add	2
309	CGXU Capital Group International…	0.0%	$57.34M	2.01M	+23.5%	▲ Add	2
310	COWG Pacer US Large Cap Cash…	0.0%	$57.23M	1.74M	+2.0%	▲ Add	2
311	MPWR Monolithic Power Systems…	0.0%	$56.81M	53.95K	+2134.8%	▲ Add	2
312	IJK iShares S&P Mid-Cap 400…	0.0%	$56.77M	574.62K	+34.9%	▲ Add	2
313	TPR Tapestry, Inc.	0.0%	$56.67M	408.14K	+110.3%	▲ Add	2
314	RYAAY Ryanair Holdings plc	0.0%	$56.55M	967.02K	+19850.8%	▲ Add	2
315	KKR KKR & Co. Inc.	0.0%	$56.54M	638.84K	+1447.5%	▲ Add	2
316	IWN iShares Russell 2000 Value…	0.0%	$56.20M	301.35K	+8.9%	▲ Add	2
317	MRVL Marvell Technology, Inc.	0.0%	$55.50M	584.88K	+321.1%	▲ Add	2
318	IAU iShares Gold Trust	0.0%	$55.06M	647.98K	+57.9%	▲ Add	2
319	VLO Valero Energy Corporation	0.0%	$55.04M	216.52K	+22.5%	▲ Add	2
320	JCI Johnson Controls…	0.0%	$54.96M	418.63K	+440.6%	▲ Add	2
321	CGDG Capital Group Dividend…	0.0%	$54.52M	1.55M	+45.5%	▲ Add	2
322	ITW Illinois Tool Works Inc.	0.0%	$54.22M	209.28K	+104.5%	▲ Add	2
323	AMGN Amgen Inc.	0.0%	$53.88M	154.47K	+249.8%	▲ Add	2
324	HII Huntington Ingalls…	0.0%	$53.82M	140.97K	+884.1%	▲ Add	2
325	TMUS T-Mobile US, Inc.	0.0%	$53.67M	254.58K	+266.2%	▲ Add	2
326	IJJ iShares S&P Mid-Cap 400…	0.0%	$53.56M	412.79K	+42.9%	▲ Add	2
327	SCHA Schwab U.S. Small-Cap ETF	0.0%	$53.36M	1.87M	+27.0%	▲ Add	2
328	GCOW Pacer Global Cash Cows…	0.0%	$52.89M	1.16M	+19.8%	▲ Add	2
329	NDAQ Nasdaq, Inc.	0.0%	$52.88M	648.87K	+482.8%	▲ Add	2
330	CAH Cardinal Health, Inc.	0.0%	$52.83M	255.75K	+1982.6%	▲ Add	2
331	TCHP T. Rowe Price Blue Chip…	0.0%	$52.74M	1.24M	+18.9%	▲ Add	2
332	VONV Vanguard Russell 1000 Value…	0.0%	$52.18M	566.28K	+96.7%	▲ Add	2
333	AWI Armstrong World Industries…	0.0%	$52.08M	321.17K	+14491.9%	▲ Add	2
334	FTNT Fortinet, Inc.	0.0%	$51.70M	657.02K	-1.2%	▼ Trim	2
335	MFSI MFS ACTIVE EXCHANGE TRADED…	0.0%	$51.14M	1.78M	+71.0%	▲ Add	2
336	MO Altria Group, Inc.	0.0%	$51.11M	768.90K	+96.2%	▲ Add	2
337	SPMO Invesco S&P 500 Momentum ETF	0.0%	$50.93M	461.74K	+39.0%	▲ Add	2
338	VWOB Vanguard Emerging Markets…	0.0%	$50.67M	779.52K	+30.7%	▲ Add	2
339	MKSI MKS Inc.	0.0%	$49.94M	223.78K	+9962.1%	▲ Add	2
340	STT State Street Corporation	0.0%	$49.70M	405.43K	+79.4%	▲ Add	2
341	CF CF Industries Holdings, Inc.	0.0%	$49.54M	363.05K	+5765.1%	▲ Add	2
342	AER AerCap Holdings N.V.	0.0%	$49.51M	371.18K	+16130.0%	▲ Add	2
343	CGMS Capital Group U.S.…	0.0%	$49.36M	1.83M	+38.8%	▲ Add	2
344	THO Thor Industries, Inc.	0.0%	$49.13M	620.92K	+25059.0%	▲ Add	2
345	CRWD CrowdStrike Holdings, Inc.	0.0%	$48.69M	131.66K	+44.4%	▲ Add	2
346	IR Ingersoll Rand Inc.	0.0%	$48.50M	610.48K	+10294.6%	▲ Add	2
347	ACN Accenture plc	0.0%	$48.49M	250.89K	+202.9%	▲ Add	2
348	MLM Martin Marietta Materials…	0.0%	$48.32M	84.62K	+2855.8%	▲ Add	2
349	VXUS Vanguard Total…	0.0%	$48.25M	645.98K	+69.3%	▲ Add	2
350	ENTG Entegris, Inc.	0.0%	$48.16M	424.00K	+12042.0%	▲ Add	2
351	VFC V.F. Corporation	0.0%	$48.12M	2.93M	+21.0%	▲ Add	2
352	MTUM iShares MSCI USA Momentum…	0.0%	$47.94M	203.34K	+14.3%	▲ Add	2
353	FIS Fidelity National…	0.0%	$47.94M	1.02M	+9651.2%	▲ Add	2
354	IYW iShares U.S. Technology ETF	0.0%	$47.91M	272.07K	+13.3%	▲ Add	2
355	AEP American Electric Power…	0.0%	$47.81M	367.38K	+100.7%	▲ Add	2
356	CVNA Carvana Co.	0.0%	$47.71M	157.95K	+3051.4%	▲ Add	2
357	DTE DTE Energy Company	0.0%	$47.54M	329.05K	+1547.6%	▲ Add	2
358	VMC Vulcan Materials Company	0.0%	$47.42M	181.35K	+2742.9%	▲ Add	2
359	PVAL Putnam Focused Large Cap…	0.0%	$47.28M	1.04M	+107.2%	▲ Add	2
360	EXPD Expeditors International of…	0.0%	$47.25M	334.57K	+5962.2%	▲ Add	2
361	ITA iShares U.S. Aerospace &…	0.0%	$46.50M	215.25K	+64.6%	▲ Add	2
362	IWO iShares Russell 2000 Growth…	0.0%	$46.08M	149.88K	+31.0%	▲ Add	2
363	KMB Kimberly-Clark Corporation	0.0%	$45.99M	466.13K	+1020.6%	▲ Add	2
364	AJG Arthur J. Gallagher & Co.	0.0%	$45.99M	222.04K	+1598.6%	▲ Add	2
365	ADP Automatic Data Processing…	0.0%	$45.87M	227.92K	+402.0%	▲ Add	2
366	ULTA Ulta Beauty, Inc.	0.0%	$45.84M	89.73K	+62.2%	▲ Add	2
367	SNA Snap-on Incorporated	0.0%	$45.83M	127.62K	+328.2%	▲ Add	2
368	QIAGEN NV (未マッピング)	n/a	$45.68M	1.17M	n/a		n/a
369	WCC WESCO International, Inc.	0.0%	$45.54M	173.74K	+1846.7%	▲ Add	2
370	LHX L3Harris Technologies, Inc.	0.0%	$45.39M	132.31K	+1084.5%	▲ Add	2
371	MTB M&T Bank Corporation	0.0%	$45.38M	225.84K	+2027.6%	▲ Add	2
372	JIRE JPMorgan International…	0.0%	$45.30M	619.32K	+22.5%	▲ Add	2
373	AROC Archrock, Inc.	0.0%	$45.15M	1.27M	+44176.5%	▲ Add	2
374	XLF State Street Financial…	0.0%	$45.00M	940.40K	+8.6%	▲ Add	2
375	IWY iShares Russell Top 200…	0.0%	$44.95M	186.71K	+29.3%	▲ Add	2
376	AVUV Avantis U.S. Small Cap…	0.0%	$44.90M	411.03K	+40.8%	▲ Add	2
377	SYK Stryker Corporation	0.0%	$44.75M	136.67K	+96.6%	▲ Add	2
378	CASY Casey's General Stores, Inc.	0.0%	$44.54M	62.36K	+200.4%	▲ Add	2
379	EVRG Evergy, Inc.	0.0%	$44.49M	550.24K	+209.7%	▲ Add	2
380	CGSD Capital Group Short…	0.0%	$44.47M	1.72M	+31.4%	▲ Add	2
381	CFG Citizens Financial Group…	0.0%	$44.41M	768.53K	+3745.0%	▲ Add	2
382	CEG Constellation Energy…	0.0%	$44.25M	146.82K	+374.5%	▲ Add	2
383	DLTR Dollar Tree, Inc.	0.0%	$44.17M	412.80K	+7346.0%	▲ Add	2
384	JCPB JPMorgan Core Plus Bond ETF	0.0%	$43.89M	939.98K	+34.0%	▲ Add	2
385	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$43.74M	1.90M	+27.9%	▲ Add	2
386	BWA BorgWarner Inc.	0.0%	$43.68M	805.29K	+5546.4%	▲ Add	2
387	IJS iShares S&P Small-Cap 600…	0.0%	$43.68M	374.66K	+11.3%	▲ Add	2
388	SLV iShares Silver Trust	0.0%	$43.45M	684.95K	+37.8%	▲ Add	2
389	INTC Intel Corp.	0.0%	$43.39M	1.01M	+230.9%	▲ Add	2
390	BIL State Street SPDR Bloomberg…	0.0%	$43.27M	472.23K	+160.7%	▲ Add	2
391	MOG-A Moog Inc.	0.0%	$42.98M	149.02K	+27649.9%	▲ Add	2
392	CGMM Capital Group U.S. Small…	0.0%	$42.47M	1.48M	+214.8%	▲ Add	2
393	FORM FormFactor, Inc.	0.0%	$42.11M	429.98K	+40273.7%	▲ Add	2
394	TYL Tyler Technologies, Inc.	0.0%	$41.83M	125.22K	+5975.4%	▲ Add	2
395	IWV iShares Russell 3000 ETF	0.0%	$41.70M	115.29K	+11.4%	▲ Add	2
396	BKNG Booking Holdings Inc.	0.0%	$41.59M	10.19K	+35.5%	▲ Add	2
397	HLI Houlihan Lokey, Inc.	0.0%	$41.35M	297.48K	+4700.4%	▲ Add	2
398	COF Capital One Financial…	0.0%	$40.68M	230.83K	+61.5%	▲ Add	2
399	AKAM Akamai Technologies, Inc.	0.0%	$40.66M	355.14K	+3614.9%	▲ Add	2
400	TGT Target Corporation	0.0%	$40.19M	335.24K	+17.4%	▲ Add	2
401	XLG Invesco S&P 500 Top 50 ETF	0.0%	$40.14M	758.51K	+21.3%	▲ Add	2
402	BNDX Vanguard Total…	0.0%	$40.11M	841.60K	+49.1%	▲ Add	2
403	LBRDA Liberty Broadband…	0.0%	$39.88M	781.32K	+70289.1%	▲ Add	2
404	ASX ASE Technology Holding Co.…	0.0%	$39.48M	1.84M	+13172.2%	▲ Add	2
405	SCHG Schwab U.S. Large-Cap…	0.0%	$39.45M	1.40M	+28.1%	▲ Add	2
406	XLI State Street Industrial…	0.0%	$39.45M	247.76K	+14.5%	▲ Add	2
407	DFAT Dimensional - US Targeted…	0.0%	$39.01M	633.94K	+43.0%	▲ Add	2
408	RGA Reinsurance Group of…	0.0%	$38.88M	195.53K	+16712.3%	▲ Add	2
409	APD Air Products and Chemicals…	0.0%	$38.82M	132.85K	+811.7%	▲ Add	2
410	QQA INVESCO ACTIVELY MANAGED	0.0%	$38.53M	790.46K	+45.2%	▲ Add	2
411	RELX RELX Plc	0.0%	$38.31M	1.20M	+4636.4%	▲ Add	2
412	SNY Sanofi	0.0%	$38.03M	812.97K	+2051.1%	▲ Add	2
413	EQT EQT Corporation	0.0%	$37.91M	561.19K	+4275.8%	▲ Add	2
414	NOC Northrop Grumman Corporation	0.0%	$37.86M	55.76K	+260.7%	▲ Add	2
415	RF Regions Financial…	0.0%	$37.86M	1.50M	+23.7%	▲ Add	2
416	FLCB Franklin U.S. Core Bond ETF	0.0%	$37.64M	1.76M	+29.4%	▲ Add	2
417	PPA Invesco Aerospace & Defense…	0.0%	$37.56M	228.50K	+29.2%	▲ Add	2
418	BMY Bristol-Myers Squibb Company	0.0%	$37.53M	640.74K	+114.6%	▲ Add	2
419	DLR Digital Realty Trust, Inc.	0.0%	$37.31M	212.64K	+31.0%	▲ Add	2
420	ALSN Allison Transmission…	0.0%	$37.29M	325.82K	+5879.4%	▲ Add	2
421	CMI Cummins Inc.	0.0%	$37.21M	71.08K	+143.7%	▲ Add	2
422	RBA RB Global, Inc.	0.0%	$36.88M	389.86K	+38499.7%	▲ Add	2
423	ALB Albemarle Corporation	0.0%	$36.80M	205.09K	+470.6%	▲ Add	2
424	ADBE Adobe Inc.	0.0%	$36.80M	156.15K	+19.4%	▲ Add	2
425	AIG American International…	0.0%	$36.66M	502.53K	+2336.1%	▲ Add	2
426	CALF Pacer US Small Cap Cash…	0.0%	$36.64M	832.60K	+7.0%	▲ Add	2
427	RJF Raymond James Financial…	0.0%	$36.59M	258.91K	+5515.0%	▲ Add	2
428	AVDE Avantis International…	0.0%	$36.53M	444.79K	+36.3%	▲ Add	2
429	FND Floor & Decor Holdings, Inc.	0.0%	$36.28M	721.70K	+17374.6%	▲ Add	2
430	MDYG State Street SPDR S&P 400…	0.0%	$36.25M	385.51K	+14.2%	▲ Add	2
431	EQWL Invesco S&P 100 Equal…	0.0%	$36.23M	321.46K	+35.7%	▲ Add	2
432	JPEF J P MORGAN EXCHANGE-TRADED…	0.0%	$36.18M	517.23K	+0.9%	▲ Add	2
433	IJT iShares S&P Small-Cap 600…	0.0%	$35.80M	253.38K	+17.0%	▲ Add	2
434	SRE Sempra	0.0%	$35.79M	373.29K	+2741.9%	▲ Add	2
435	UNF UniFirst Corporation	0.0%	$35.59M	143.16K	+41515.1%	▲ Add	2
436	BAM Brookfield Asset Management…	0.0%	$35.54M	823.07K	+12050.4%	▲ Add	2
437	SU Suncor Energy Inc.	0.0%	$35.52M	532.93K	+378.3%	▲ Add	2
438	SHW The Sherwin-Williams Company	0.0%	$35.48M	112.49K	+394.8%	▲ Add	2
439	RH Rh	0.0%	$35.46M	347.49K	+2945.2%	▲ Add	2
440	FBND Fidelity Total Bond ETF	0.0%	$35.38M	778.78K	+57.0%	▲ Add	2
441	XLV State Street Health Care…	0.0%	$35.04M	244.39K	+15.7%	▲ Add	2
442	IT Gartner, Inc.	0.0%	$34.31M	220.73K	+23432.2%	▲ Add	2
443	TMSL T. Rowe Price Small-Mid Cap…	0.0%	$34.21M	955.95K	+68.2%	▲ Add	2
444	CFR Cullen/Frost Bankers, Inc.	0.0%	$34.06M	254.78K	+1577.7%	▲ Add	2
445	CME CME Group Inc.	0.0%	$33.84M	115.19K	+810.8%	▲ Add	2
446	FCNCA First Citizens BancShares…	0.0%	$33.73M	18.37K	+3604.2%	▲ Add	2
447	HAS Hasbro, Inc.	0.0%	$33.71M	380.53K	+1931.2%	▲ Add	2
448	EME EMCOR Group, Inc.	0.0%	$33.63M	45.88K	+1285.3%	▲ Add	2
449	JHMD JOHN HANCOCK MULTIFACTOR DEV	0.0%	$33.55M	817.50K	+57.2%	▲ Add	2
450	VGIT Vanguard Intermediate-Term…	0.0%	$33.53M	566.41K	+31.6%	▲ Add	2
451	WBS Webster Financial…	0.0%	$33.28M	488.93K	+45297.3%	▲ Add	2
452	RECS Columbia Research Enhanced…	0.0%	$33.19M	874.03K	+45.2%	▲ Add	2
453	MFC Manulife Financial…	0.0%	$33.13M	985.09K	+14.8%	▲ Add	2
454	HPE Hewlett Packard Enterprise…	0.0%	$32.97M	1.38M	+1884.9%	▲ Add	2
455	CP Canadian Pacific Kansas…	0.0%	$32.93M	420.95K	+747.7%	▲ Add	2
456	TPX Tempur Sealy International…	0.0%	$32.63M	463.09K	+21369.0%	▲ Add	2
457	GRID First Trust NASDAQ Clean…	0.0%	$32.52M	203.91K	+52.7%	▲ Add	2
458	CGCB Capital Group Core Bond ETF	0.0%	$32.39M	1.24M	+52.0%	▲ Add	2
459	R Ryder System, Inc.	0.0%	$32.34M	163.72K	+11332.7%	▲ Add	2
460	HXL Hexcel Corporation	0.0%	$31.92M	402.13K	+39286.3%	▲ Add	2
461	TSCO Tractor Supply Company	0.0%	$31.89M	710.56K	+15.2%	▲ Add	2
462	JAMES HARDIE INDUSTRIES PLC (未マッピング)	n/a	$31.88M	1.77M	n/a		n/a
463	LMBS First Trust Low Duration…	0.0%	$31.88M	643.46K	+68.2%	▲ Add	2
464	TECH Bio-Techne Corporation	0.0%	$31.80M	624.06K	+9963.9%	▲ Add	2
465	BKR Baker Hughes Company	0.0%	$31.79M	502.85K	+669.1%	▲ Add	2
466	JIVE JPMorgan International…	0.0%	$31.71M	381.57K	+346.2%	▲ Add	2
467	STX Seagate Technology Holdings…	0.0%	$30.93M	81.38K	+516.4%	▲ Add	2
468	WTRG Essential Utilities, Inc.	0.0%	$30.91M	766.59K	+67.4%	▲ Add	2
469	SPOT Spotify Technology S.A.	0.0%	$30.91M	65.42K	+890.0%	▲ Add	2
470	TLT iShares 20+ Year Treasury…	0.0%	$30.91M	360.89K	+31.5%	▲ Add	2
471	STE STERIS plc	0.0%	$30.83M	140.53K	+6997.2%	▲ Add	2
472	PWR Quanta Services, Inc.	0.0%	$30.79M	55.98K	+120.9%	▲ Add	2
473	RBC RBC Bearings Incorporated	0.0%	$30.63M	57.55K	+4764.8%	▲ Add	2
474	KNSL Kinsale Capital Group, Inc.	0.0%	$30.61M	93.51K	+6309.2%	▲ Add	2
475	NTR Nutrien Ltd.	0.0%	$30.52M	403.46K	+6.2%	▲ Add	2
476	CHDN Churchill Downs Incorporated	0.0%	$30.47M	360.45K	+12189.5%	▲ Add	2
477	ALLY Ally Financial Inc.	0.0%	$30.26M	800.69K	+4230.4%	▲ Add	2
478	EQR Equity Residential	0.0%	$30.25M	514.86K	+97.1%	▲ Add	2
479	WEC WEC Energy Group, Inc.	0.0%	$30.22M	264.26K	+929.5%	▲ Add	2
480	JMEE JPMorgan Small & Mid Cap…	0.0%	$30.09M	459.41K	+13.1%	▲ Add	2
481	DELL Dell Technologies Inc.	0.0%	$29.91M	174.10K	+388.1%	▲ Add	2
482	PYLD PIMCO Multisector Bond…	0.0%	$29.71M	1.15M	+70.8%	▲ Add	2
483	PNC The PNC Financial Services…	0.0%	$29.67M	146.44K	+165.2%	▲ Add	2
484	ABG Asbury Automotive Group…	0.0%	$29.35M	150.10K	+48793.2%	▲ Add	2
485	MCHP Microchip Technology…	0.0%	$29.32M	472.88K	+1663.1%	▲ Add	2
486	KDP Keurig Dr Pepper Inc.	0.0%	$29.30M	1.12M	+3092.9%	▲ Add	2
487	MNST Monster Beverage Corporation	0.0%	$29.29M	407.72K	+1714.3%	▲ Add	2
488	BALL Ball Corporation	0.0%	$29.28M	493.96K	+11711.7%	▲ Add	2
489	XSMO Invesco S&P SmallCap…	0.0%	$29.17M	388.96K	+32.2%	▲ Add	2
490	CRUS Cirrus Logic, Inc.	0.0%	$29.16M	203.37K	+28583.9%	▲ Add	2
491	RCL Royal Caribbean Cruises Ltd.	0.0%	$29.00M	110.77K	+253.6%	▲ Add	2
492	GATX GATX Corporation	0.0%	$28.96M	172.78K	+61389.3%	▲ Add	2
493	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$28.96M	265.79K	+16.0%	▲ Add	2
494	ARW Arrow Electronics, Inc.	0.0%	$28.87M	206.79K	+17219.0%	▲ Add	2
495	DPZ Domino's Pizza, Inc.	0.0%	$28.61M	82.17K	+3426.5%	▲ Add	2
496	PBR Petróleo Brasileiro S.A. -…	0.0%	$28.53M	1.37M	+5504.6%	▲ Add	2
497	MDU MDU Resources Group, Inc.	0.0%	$28.46M	1.38M	+582.9%	▲ Add	2
498	VONE Vanguard Russell 1000 ETF	0.0%	$28.44M	98.70K	+20.7%	▲ Add	2
499	GM General Motors Company	0.0%	$28.41M	389.24K	+383.4%	▲ Add	2
500	IFF International Flavors &…	0.0%	$28.31M	398.63K	+8276.3%	▲ Add	2

普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。

有価証券	株数	前期	変化	時価	ウェイト
SUNB Sunbelt Rentals…	354.53K	n/a	新規	$23.14M	0.0%
ALH Alliance Laundry…	419.88K	n/a	新規	$8.20M	0.0%
CRUX Columbia Core Bond ETF	238.65K	n/a	新規	$7.11M	0.0%
DFIC Dimensional -…	94.91K	n/a	新規	$3.28M	0.0%
BSCZ	131.19K	n/a	新規	$2.66M	0.0%
PNFP Pinnacle Financial…	30.59K	n/a	新規	$2.54M	0.0%
FTWO	54.76K	n/a	新規	$2.50M	0.0%
LGN Legence Corp. Class A…	38.14K	n/a	新規	$2.09M	0.0%
CDNL	30.13K	n/a	新規	$1.09M	0.0%
VSNT Versant Media Group…	27.54K	n/a	新規	$975,936	0.0%
EVTR Eaton Vance Total…	14.57K	n/a	新規	$736,273	0.0%
THRO iShares U.S. Thematic…	20.55K	n/a	新規	$726,747	0.0%
TTEQ	24.46K	n/a	新規	$718,943	0.0%
XCEM Columbia EM Core…	17.15K	n/a	新規	$679,325	0.0%
OBK Origin Bancorp, Inc.	16.74K	n/a	新規	$674,126	0.0%
TERN Terns Pharmaceuticals…	12.57K	n/a	新規	$665,046	0.0%
ALHC Alignment Healthcare…	33.81K	n/a	新規	$561,972	0.0%
EQPT EquipmentShare.com Inc.	26.48K	n/a	新規	$530,824	0.0%
CASS	11.86K	n/a	新規	$514,736	0.0%
FIGR Figure Technology…	16.46K	n/a	新規	$510,136	0.0%
FPS Forgent Power…	16.43K	n/a	新規	$503,293	0.0%
MIAX Miami International…	13.47K	n/a	新規	$502,454	0.0%
NTST NETSTREIT Corp.	26.16K	n/a	新規	$487,940	0.0%
TXUE	14.03K	n/a	新規	$437,100	0.0%
NP	14.99K	n/a	新規	$345,243	0.0%
TAXE	5.92K	n/a	新規	$299,224	0.0%
IDYA IDEAYA Biosciences, Inc.	9.59K	n/a	新規	$292,081	0.0%
TYGO	69.04K	n/a	新規	$276,160	0.0%
EWY iShares MSCI South…	2.07K	n/a	新規	$250,671	0.0%
OPRT	55.58K	n/a	新規	$248,976	0.0%
GBFH	9.24K	n/a	新規	$239,264	0.0%
CGON CG Oncology Inc.	3.58K	n/a	新規	$231,275	0.0%
BRIF	7.43K	n/a	新規	$218,680	0.0%
TECL	2.51K	n/a	新規	$204,608	0.0%
AXTI AXT, Inc.	3.15K	n/a	新規	$190,742	0.0%
WLDR	5.14K	n/a	新規	$188,409	0.0%
YEAR Alliance Bernstein - AB…	3.65K	n/a	新規	$184,230	0.0%
ERO Ero Copper Corp.	7.23K	n/a	新規	$181,011	0.0%
QUS	1.06K	n/a	新規	$178,430	0.0%
FELC Fidelity Enhanced Large…	4.42K	n/a	新規	$156,442	0.0%
EVSM	3.10K	n/a	新規	$155,883	0.0%
TQQQ ProShares UltraPro QQQ	4.00K	n/a	新規	$155,042	0.0%
ERAS Erasca, Inc.	9.63K	n/a	新規	$144,161	0.0%
MTX Minerals Technologies…	2.02K	n/a	新規	$142,521	0.0%
FELV Fidelity Enhanced Large…	4.04K	n/a	新規	$138,370	0.0%
AMUN	5.17K	n/a	新規	$134,730	0.0%
THR Thermon Group Holdings…	2.52K	n/a	新規	$128,974	0.0%
TCBI Texas Capital…	1.33K	n/a	新規	$123,066	0.0%
BKAG	2.50K	n/a	新規	$104,642	0.0%
PRAY	3.29K	n/a	新規	$103,089	0.0%
IFGL	4.66K	n/a	新規	$101,286	0.0%
BSMY	4.10K	n/a	新規	$98,786	0.0%
IRON Disc Medicine, Inc.	1.63K	n/a	新規	$97,766	0.0%
HELO JPMorgan Hedged Equity…	1.48K	n/a	新規	$93,690	0.0%
QEFA	969	n/a	新規	$87,675	0.0%
DNTH Dianthus Therapeutics…	1.08K	n/a	新規	$87,296	0.0%
PWP Perella Weinberg…	4.74K	n/a	新規	$81,705	0.0%
QSPT	2.50K	n/a	新規	$75,100	0.0%
FSEP	1.50K	n/a	新規	$74,070	0.0%
GJUN	1.90K	n/a	新規	$73,929	0.0%
AVT Avnet, Inc.	1.22K	n/a	新規	$72,691	0.0%
GLSI	3.20K	n/a	新規	$71,456	0.0%
BUFB	2.00K	n/a	新規	$70,640	0.0%
QLD	1.21K	n/a	新規	$70,473	0.0%
FOCT	1.50K	n/a	新規	$70,316	0.0%
PSH	1.35K	n/a	新規	$67,118	0.0%
EFIV	1.05K	n/a	新規	$66,298	0.0%
SI	4.72K	n/a	新規	$65,364	0.0%
DDM	1.31K	n/a	新規	$64,733	0.0%
DOCT	1.50K	n/a	新規	$64,395	0.0%
FTGS	1.87K	n/a	新規	$61,949	0.0%
YSS York Space Systems, Inc.	2.85K	n/a	新規	$61,731	0.0%
BTMD	46.73K	n/a	新規	$61,681	0.0%
GJUL	1.50K	n/a	新規	$60,305	0.0%
PSO Pearson plc	4.55K	n/a	新規	$57,285	0.0%
OFRM	3.70K	n/a	新規	$56,401	0.0%
FIXD First Trust Smith…	1.30K	n/a	新規	$56,287	0.0%
FTCB First Trust Core…	2.66K	n/a	新規	$55,237	0.0%
BSJV	2.12K	n/a	新規	$54,519	0.0%
GBDC Golub Capital BDC, Inc.	4.43K	n/a	新規	$54,287	0.0%
IKT	32.20K	n/a	新規	$54,096	0.0%
HTD	2.15K	n/a	新規	$53,132	0.0%
HOND	8.65K	n/a	新規	$52,005	0.0%
PHR Phreesia, Inc.	4.69K	n/a	新規	$51,474	0.0%
SSO	1.04K	n/a	新規	$51,355	0.0%
HNDL	2.35K	n/a	新規	$50,759	0.0%
FTPA	5.79K	n/a	新規	$49,733	0.0%
FJAN	1.00K	n/a	新規	$49,500	0.0%
BAI iShares A.I. Innovation…	1.34K	n/a	新規	$43,874	0.0%
ELDN	15.00K	n/a	新規	$42,450	0.0%
GJAN	1.00K	n/a	新規	$41,280	0.0%
PSTR	1.50K	n/a	新規	$41,181	0.0%
BUFD FT Vest Laddered Deep…	1.47K	n/a	新規	$40,629	0.0%
SKYY First Trust Cloud…	383	n/a	新規	$40,598	0.0%
IBTG iShares iBonds Dec 2026…	1.75K	n/a	新規	$40,107	0.0%
IDEF iShares Defense…	1.21K	n/a	新規	$38,914	0.0%
PKE Park Aerospace Corp.	1.41K	n/a	新規	$38,831	0.0%
FMDE Fidelity Enhanced Mid…	1.09K	n/a	新規	$38,365	0.0%
BLCR iShares Large Cap Core…	950	n/a	新規	$38,162	0.0%
BJUL	781	n/a	新規	$38,079	0.0%
BBEU JPMorgan BetaBuilders…	537	n/a	新規	$37,903	0.0%
OPY	431	n/a	新規	$37,695	0.0%
TOPT	1.36K	n/a	新規	$37,685	0.0%
CIFR Cipher Mining Inc.	2.73K	n/a	新規	$37,565	0.0%
MKTW	1.84K	n/a	新規	$35,123	0.0%
FELG Fidelity Enhanced Large…	960	n/a	新規	$34,858	0.0%
BIZD	2.73K	n/a	新規	$33,847	0.0%
CWI State Street SPDR MSCI…	946	n/a	新規	$33,517	0.0%
BETA BETA Technologies, Inc.	2.36K	n/a	新規	$33,276	0.0%
PSTL Postal Realty Trust…	1.79K	n/a	新規	$32,896	0.0%
EVV	3.54K	n/a	新規	$31,922	0.0%
RGCO	1.50K	n/a	新規	$31,770	0.0%
BFS	953	n/a	新規	$30,820	0.0%
FDEC	606	n/a	新規	$29,658	0.0%
TII	9.88K	n/a	新規	$27,464	0.0%
IBIT iShares Bitcoin Trust…	710	n/a	新規	$26,554	0.0%
QVAL	513	n/a	新規	$26,343	0.0%
HSTM HealthStream, Inc.	1.20K	n/a	新規	$25,236	0.0%
DJIA	1.22K	n/a	新規	$25,090	0.0%
NPAC	2.44K	n/a	新規	$25,041	0.0%

有価証券	株数	前期	変化	時価	ウェイト
IVV iShares Core S&P 500 ETF	18.92M	18.35M	+3.1%	$12.06B	5.8%
VOO Vanguard S&P 500 ETF	17.10M	14.44M	+18.4%	$9.97B	4.8%
IEFA iShares Core MSCI EAFE…	108.46M	100.63M	+7.8%	$9.49B	4.6%
IWR iShares Russell Mid-Cap…	92.96M	78.92M	+17.8%	$8.87B	4.3%
SPYM State Street SPDR…	110.68M	57.57M	+92.2%	$8.26B	4.0%
VO Vanguard Morningstar…	26.27M	21.49M	+22.3%	$7.43B	3.6%
VV Vanguard Morningstar…	18.66M	17.84M	+4.6%	$5.44B	2.6%
SCZ iShares MSCI EAFE…	49.43M	35.09M	+40.9%	$3.76B	1.8%
IUSB iShares Core Universal…	79.59M	76.56M	+4.0%	$3.65B	1.8%
USHY iShares Broad USD High…	95.36M	88.01M	+8.3%	$3.47B	1.7%
VEA Vanguard FTSE Developed…	55.00M	52.91M	+4.0%	$3.42B	1.6%
IJR iShares Core S&P…	19.86M	16.26M	+22.2%	$2.42B	1.2%
AAPL Apple Inc.	8.42M	2.87M	+193.2%	$2.10B	1.0%
NVDA NVIDIA Corporation	12.02M	4.51M	+166.2%	$2.02B	1.0%
DFIS Dimensional -…	58.75M	45.76M	+28.4%	$1.92B	0.9%
MSFT Microsoft Corporation	5.08M	1.68M	+202.6%	$1.81B	0.9%
AMZN Amazon.com, Inc.	8.52M	3.33M	+155.6%	$1.70B	0.8%
GOOGL Alphabet Inc.	5.92M	2.82M	+109.9%	$1.63B	0.8%
IEMG iShares Core MSCI…	20.06M	18.57M	+8.0%	$1.36B	0.7%
AVGO Broadcom Inc.	3.76M	1.60M	+134.9%	$1.13B	0.5%
IUSG iShares Core S&P U.S.…	6.74M	5.36M	+25.9%	$1.01B	0.5%
DGRO iShares Core Dividend…	12.07M	9.99M	+20.8%	$831.52M	0.4%
QQQM Invesco NASDAQ 100 ETF	3.42M	2.78M	+22.9%	$790.99M	0.4%
IUSV iShares Core S&P U.S.…	7.65M	6.42M	+19.2%	$768.34M	0.4%
VB Vanguard Morningstar…	2.98M	2.50M	+19.1%	$763.18M	0.4%
META Meta Platforms, Inc.	1.39M	503.14K	+177.2%	$735.77M	0.4%
SPY State Street SPDR S&P…	961.15K	874.72K	+9.9%	$614.48M	0.3%
EFA iShares MSCI EAFE ETF	6.35M	2.99M	+112.3%	$597.49M	0.3%
TSM Taiwan Semiconductor…	1.79M	237.91K	+654.0%	$586.11M	0.3%
LLY Eli Lilly and Company	650.87K	235.91K	+175.9%	$572.51M	0.3%
VOE Vanguard Morningstar…	3.13M	2.63M	+19.3%	$570.84M	0.3%
V Visa Inc.	1.90M	699.68K	+171.9%	$563.09M	0.3%
CGDV Capital Group Dividend…	13.48M	10.33M	+30.5%	$562.27M	0.3%
JPM JPMorgan Chase & Co.	1.97M	1.13M	+73.8%	$557.55M	0.3%
IWD iShares Russell 1000…	2.64M	1.51M	+75.2%	$554.83M	0.3%
IJH iShares Core S&P…	8.27M	6.83M	+21.1%	$548.76M	0.3%
EFV iShares MSCI EAFE Value…	7.44M	6.77M	+9.9%	$536.13M	0.3%
GOOG Alphabet Inc.	1.88M	252.08K	+645.5%	$514.59M	0.2%
XONA.DE Exxon Mobil Corporation	2.92M	727.94K	+300.8%	$498.73M	0.2%
IWF iShares Russell 1000…	1.13M	518.98K	+118.6%	$468.46M	0.2%
LIN Linde plc	946.50K	150.76K	+527.8%	$464.98M	0.2%
EFG iShares MSCI EAFE…	4.30M	3.88M	+11.0%	$462.93M	0.2%
VTEB Vanguard Tax-Exempt…	8.88M	6.95M	+27.7%	$441.26M	0.2%
VYM Vanguard High Dividend…	2.99M	2.60M	+15.0%	$435.15M	0.2%
VIG Vanguard Dividend…	2.06M	1.74M	+18.4%	$433.29M	0.2%
CVX Chevron Corporation	2.03M	1.05M	+94.3%	$428.47M	0.2%
VTWO Vanguard Russell 2000…	4.20M	976.83K	+329.7%	$412.18M	0.2%
VSS Vanguard FTSE All-World…	2.72M	801.38K	+239.2%	$386.57M	0.2%
CGGR Capital Group Growth ETF	9.61M	7.53M	+27.7%	$375.01M	0.2%
JNJ Johnson & Johnson	1.55M	819.26K	+89.4%	$373.51M	0.2%
IVW iShares S&P 500 Growth…	2.99M	2.85M	+4.9%	$327.90M	0.2%
APH Amphenol Corporation	2.79M	363.36K	+667.1%	$344.59M	0.2%
AVEM Avantis Emerging…	4.26M	3.05M	+39.9%	$335.05M	0.2%
RTX RTX Corporation	1.76M	942.87K	+86.5%	$334.11M	0.2%
BRK-B Berkshire Hathaway Inc.	706.01K	462.32K	+52.7%	$331.47M	0.2%
QQQ Invesco QQQ Trust…	573.85K	483.73K	+18.6%	$322.86M	0.2%
MRK Merck & Co., Inc.	2.66M	879.65K	+202.3%	$318.21M	0.2%
PG The Procter & Gamble…	2.22M	976.31K	+127.2%	$316.78M	0.2%
MUB iShares National Muni…	2.95M	2.27M	+30.0%	$312.26M	0.1%
BND Vanguard Total Bond…	4.21M	3.58M	+17.5%	$307.64M	0.1%
BAC Bank of America…	6.54M	1.52M	+329.1%	$307.57M	0.1%
CGUS Capital Group Core…	7.80M	6.15M	+26.9%	$292.46M	0.1%
IWM iShares Russell 2000 ETF	1.19M	1.04M	+14.7%	$290.44M	0.1%
ADI Analog Devices, Inc.	925.74K	187.39K	+394.0%	$285.14M	0.1%
MDT Medtronic plc	3.24M	948.91K	+241.2%	$282.04M	0.1%
ROST Ross Stores, Inc.	1.31M	77.81K	+1582.0%	$277.06M	0.1%
IAGG iShares Core…	5.51M	2.42M	+128.0%	$273.89M	0.1%
NVS Novartis AG	1.82M	196.28K	+828.1%	$270.05M	0.1%
TSLA Tesla, Inc.	741.38K	391.86K	+89.2%	$268.29M	0.1%
AMD Advanced Micro Devices…	1.31M	696.67K	+87.6%	$264.03M	0.1%
VOT Vanguard Morningstar…	1.04M	882.88K	+17.4%	$261.56M	0.1%
MCD McDonald's Corporation	852.69K	255.93K	+233.2%	$260.93M	0.1%
VWO Vanguard FTSE Emerging…	4.85M	4.16M	+16.6%	$257.81M	0.1%
DE Deere & Company	453.25K	245.14K	+84.9%	$256.70M	0.1%
VEU Vanguard FTSE All-World…	3.47M	2.89M	+20.0%	$253.07M	0.1%
ICE Intercontinental…	1.64M	20.06K	+8101.8%	$251.14M	0.1%
KO The Coca-Cola Company	3.28M	829.86K	+294.9%	$248.12M	0.1%
WFC Wells Fargo & Company	3.21M	911.77K	+252.2%	$248.09M	0.1%
VTI Vanguard Morningstar…	773.54K	643.19K	+20.3%	$242.56M	0.1%
JGRO JPMorgan Active Growth…	2.93M	2.48M	+18.0%	$240.34M	0.1%
TMO Thermo Fisher…	506.04K	160.73K	+214.8%	$240.15M	0.1%
ASML ASML Holding N.V.	183.76K	27.21K	+575.4%	$239.35M	0.1%
COST Costco Wholesale…	241.96K	137.37K	+76.1%	$238.18M	0.1%
BIV Vanguard…	3.11M	2.46M	+26.4%	$238.00M	0.1%
COP ConocoPhillips	1.77M	314.09K	+462.5%	$236.30M	0.1%
HD The Home Depot, Inc.	731.34K	202.15K	+261.8%	$235.31M	0.1%
TTE TotalEnergies SE	2.62M	264.92K	+887.8%	$235.20M	0.1%
BTI British American…	3.89M	120.82K	+3117.1%	$224.66M	0.1%
VONG Vanguard Russell 1000…	2.08M	1.54M	+34.6%	$220.60M	0.1%
LOW Lowe's Companies, Inc.	944.21K	550.63K	+71.5%	$218.03M	0.1%
GE GE Aerospace	761.72K	115.38K	+560.2%	$215.43M	0.1%
ETN Eaton Corporation plc	594.88K	57.78K	+929.5%	$212.59M	0.1%
VBR Vanguard Morningstar…	984.44K	845.51K	+16.4%	$209.88M	0.1%
DUK Duke Energy Corporation	1.61M	974.55K	+65.2%	$209.44M	0.1%
CB Chubb Limited	637.28K	16.18K	+3838.5%	$203.36M	0.1%
SCHF Schwab International…	8.35M	6.47M	+29.1%	$201.03M	0.1%
VYMI Vanguard International…	2.19M	1.73M	+26.5%	$200.59M	0.1%
ACGL Arch Capital Group Ltd.	2.11M	9.55K	+22038.8%	$197.49M	0.1%
BLK BlackRock, Inc.	209.75K	114.45K	+83.3%	$196.40M	0.1%
MA Mastercard Incorporated	401.05K	81.21K	+393.9%	$194.24M	0.1%
WT WisdomTree, Inc.	3.63M	3.01M	+20.4%	$193.06M	0.1%
PEP PepsiCo, Inc.	1.25M	725.60K	+72.9%	$192.20M	0.1%
AZN AstraZeneca PLC	1.00M	59.66K	+3266.9% ✂	$189.25M	0.1%
NOW ServiceNow, Inc.	1.86M	491.86K	+277.4%	$185.12M	0.1%
SPHQ Invesco S&P 500 Quality…	2.47M	2.13M	+15.9%	$182.88M	0.1%
VBK Vanguard Morningstar…	617.06K	515.20K	+19.8%	$182.03M	0.1%
WMT Walmart Inc.	1.48M	867.61K	+70.7%	$182.01M	0.1%
BCS Barclays PLC	8.89M	39.96K	+22147.2%	$179.94M	0.1%
NWG NatWest Group plc	12.48M	54.06K	+22981.7%	$178.07M	0.1%
NGG National Grid plc	2.16M	7.84K	+27424.2%	$176.75M	0.1%
CGGO Capital Group Global…	5.43M	4.18M	+29.8%	$176.70M	0.1%
GEV GE Vernova Inc.	207.06K	33.80K	+512.6%	$176.66M	0.1%
KLAC KLA Corporation	121.58K	5.45K	+2132.1%	$175.47M	0.1%
PLTR Palantir Technologies…	1.20M	687.36K	+74.8%	$171.89M	0.1%
JEPI JPMorgan Equity Premium…	3.04M	2.52M	+20.5%	$168.99M	0.1%
AME AMETEK, Inc.	795.42K	152.39K	+422.0%	$166.64M	0.1%
ANET Arista Networks, Inc.	1.37M	108.25K	+1164.8%	$165.36M	0.1%
CRM Salesforce, Inc.	915.07K	527.00K	+73.6%	$164.51M	0.1%
CSCO Cisco Systems, Inc.	2.05M	744.89K	+175.0%	$163.66M	0.1%
ABBV AbbVie Inc.	777.40K	285.79K	+172.0%	$162.92M	0.1%

有価証券	株数	前期	変化	時価	ウェイト
VUG Vanguard Morningstar…	39.23M	39.38M	-0.4%	$16.57B	8.0%
AGG iShares Core U.S.…	132.17M	138.56M	-4.6%	$13.03B	6.3%
VTV Vanguard Morningstar…	51.32M	55.27M	-7.2%	$9.92B	4.8%
IWB iShares Russell 1000 ETF	10.45M	11.58M	-9.7%	$3.64B	1.7%
AVDV Avantis International…	30.36M	30.94M	-1.9%	$2.93B	1.4%
IWS iShares Russell Mid-Cap…	7.70M	9.71M	-20.7%	$1.10B	0.5%
OEF iShares S&P 100 ETF	2.17M	2.18M	-0.4%	$672.31M	0.3%
IWP iShares Russell Mid-Cap…	2.85M	4.73M	-39.7%	$356.39M	0.2%
FTNT Fortinet, Inc.	657.02K	664.93K	-1.2%	$51.70M	0.0%
TFLO iShares Treasury…	317.99K	481.23K	-33.9%	$16.10M	0.0%
PFF iShares Preferred and…	385.56K	440.44K	-12.5%	$11.63M	0.0%
KVUE Kenvue Inc.	702.70K	703.01K	0.0%	$12.31M	0.0%
LQD iShares iBoxx $…	101.79K	104.77K	-2.9%	$10.95M	0.0%
AMLP Alerian MLP ETF	203.34K	206.32K	-1.4%	$10.87M	0.0%
HPQ HP Inc.	296.58K	367.70K	-19.3%	$5.77M	0.0%
FMC FMC Corporation	462.50K	557.91K	-17.1%	$7.29M	0.0%
GRPM	43.22K	54.88K	-21.2%	$5.02M	0.0%
TAP Molson Coors Beverage…	90.09K	95.28K	-5.5%	$3.91M	0.0%
TTD The Trade Desk, Inc.	101.31K	109.76K	-7.7%	$2.16M	0.0%
VMBS Vanguard…	68.97K	70.14K	-1.7%	$3.22M	0.0%
SLQD iShares 0-5 Year…	56.78K	59.61K	-4.8%	$2.86M	0.0%
GANX	631.62K	702.21K	-10.1%	$1.16M	0.0%
SHYD	85.54K	90.52K	-5.5%	$1.93M	0.0%
PII Polaris Inc.	30.47K	30.92K	-1.4%	$1.65M	0.0%
EDV Vanguard Extended…	28.73K	29.97K	-4.1%	$1.84M	0.0%
PGX Invesco Preferred ETF	157.51K	163.94K	-3.9%	$1.72M	0.0%
GIB CGI Inc.	16.99K	19.83K	-14.3%	$1.21M	0.0%
SPTI State Street SPDR…	53.70K	63.30K	-15.2%	$1.53M	0.0%
HACK	21.04K	21.41K	-1.8%	$1.53M	0.0%
IDCC InterDigital, Inc.	1.75K	4.49K	-61.0%	$527,631	0.0%
SYLD	18.93K	18.95K	-0.1%	$1.41M	0.0%
IHF	27.49K	27.84K	-1.3%	$1.13M	0.0%
VKTX Viking Therapeutics…	32.02K	37.46K	-14.5%	$1.04M	0.0%
AES The AES Corporation	71.44K	89.59K	-20.3%	$1.00M	0.0%
STLA Stellantis N.V.	103.03K	117.45K	-12.3%	$691,345	0.0%
INDA iShares MSCI India ETF	21.91K	22.38K	-2.1%	$1.00M	0.0%
BSM Black Stone Minerals…	32.62K	86.28K	-62.2%	$494,141	0.0%
INDY	21.13K	22.61K	-6.5%	$871,397	0.0%
IAK	5.71K	8.18K	-30.2%	$716,764	0.0%
GLIN	20.48K	21.93K	-6.6%	$819,526	0.0%
PSKY Paramount Skydance…	64.57K	69.55K	-7.2%	$567,739	0.0%
SMLV	6.75K	6.95K	-2.9%	$914,280	0.0%
JNK State Street SPDR…	7.08K	9.02K	-21.4%	$670,400	0.0%
BBH	4.07K	4.35K	-6.4%	$732,987	0.0%
HIMS Hims & Hers Health, Inc.	22.54K	25.28K	-10.8%	$436,836	0.0%
GVAL	22.81K	25.07K	-9.0%	$732,137	0.0%
NNE Nano Nuclear Energy Inc.	30.61K	32.68K	-6.3%	$621,036	0.0%
NICE NICE Ltd.	6.04K	6.62K	-8.8%	$654,326	0.0%
UEC Uranium Energy Corp.	21.12K	61.05K	-65.4%	$272,935	0.0%
MBSD	32.28K	33.19K	-2.7%	$663,595	0.0%
QS QuantumScape Corporation	60.35K	62.17K	-2.9%	$377,766	0.0%
EEMS	8.94K	9.60K	-6.9%	$606,286	0.0%
KBE State Street SPDR S&P…	10.43K	10.43K	-0.1%	$606,618	0.0%
XSW	2.02K	3.33K	-39.2%	$279,680	0.0%
GGME	10.22K	10.23K	-0.1%	$504,687	0.0%
REZ	6.81K	7.37K	-7.6%	$560,089	0.0%
NCA	63.31K	67.46K	-6.2%	$572,331	0.0%
IGE	9.22K	11.51K	-19.9%	$581,360	0.0%
IIF	20.67K	22.26K	-7.1%	$416,068	0.0%
GNR State Street SPDR S&P…	5.91K	8.94K	-33.9%	$431,510	0.0%
ARCC Ares Capital Corporation	26.57K	27.40K	-3.0%	$463,620	0.0%
KIE	8.86K	9.01K	-1.7%	$474,258	0.0%
CRBG Corebridge Financial…	17.52K	17.87K	-1.9%	$390,782	0.0%
IXG	4.35K	4.38K	-0.8%	$478,182	0.0%
SIRI Sirius XM Holdings Inc.	21.98K	24.93K	-11.8%	$502,024	0.0%
DEW	6.52K	8.05K	-19.1%	$424,529	0.0%
PEJ	7.94K	8.03K	-1.2%	$447,095	0.0%
PGF	31.49K	34.71K	-9.3%	$433,035	0.0%
BIP Brookfield…	13.17K	13.21K	-0.3%	$459,024	0.0%
PDP	3.56K	3.85K	-7.4%	$421,027	0.0%
LTBR	34.28K	34.60K	-0.9%	$366,807	0.0%
JMIA Jumia Technologies AG	33.44K	34.47K	-3.0%	$223,031	0.0%
DUOT	34.10K	37.10K	-8.1%	$238,359	0.0%
PSR	4.10K	4.61K	-11.1%	$372,841	0.0%
GTLS Chart Industries, Inc.	1.98K	2.00K	-1.1%	$408,273	0.0%
MCHI iShares MSCI China ETF	5.83K	6.31K	-7.6%	$319,665	0.0%
PTLO	61.27K	80.20K	-23.6%	$317,405	0.0%
PLUG Plug Power Inc.	155.27K	169.29K	-8.3%	$338,493	0.0%
INSP Inspire Medical…	1.78K	3.52K	-49.6%	$89,031	0.0%
MAC The Macerich Company	15.20K	17.50K	-13.1%	$278,655	0.0%
VNQI Vanguard Global ex-U.S.…	5.61K	6.97K	-19.6%	$242,451	0.0%
DUOL Duolingo, Inc.	1.64K	1.81K	-9.6%	$156,374	0.0%
S SentinelOne, Inc.	17.90K	20.09K	-10.9%	$225,182	0.0%
SAM The Boston Beer…	871	1.52K	-42.7%	$200,121	0.0%
EG Everest Group, Ltd.	587	872	-32.7%	$186,749	0.0%
HURN Huron Consulting Group…	535	1.68K	-68.1%	$65,612	0.0%
DEF	1.15K	3.16K	-63.6%	$97,790	0.0%
PSK	8.41K	8.90K	-5.5%	$259,688	0.0%
PLGO Pelagos Insurance…	14.25K	14.35K	-0.7%	$267,206	0.0%
ENVX Enovix Corporation	37.80K	38.02K	-0.6%	$197,684	0.0%
IWLG	4.65K	5.11K	-9.0%	$215,527	0.0%
GBX The Greenbrier…	5.02K	5.12K	-1.9%	$256,638	0.0%
UI Ubiquiti Inc.	322	435	-26.0%	$250,979	0.0%
AMSC American Superconductor…	7.16K	7.85K	-8.8%	$241,401	0.0%
SBET Sharplink, Inc.	21.06K	26.43K	-20.3%	$127,214	0.0%
RITM Rithm Capital Corp.	12.00K	20.72K	-42.1%	$109,676	0.0%
FMY	16.75K	18.52K	-9.5%	$194,274	0.0%
UAMY United States Antimony…	25.71K	27.84K	-7.6%	$224,963	0.0%
BTAI	131.79K	137.69K	-4.3%	$166,054	0.0%
TROX Tronox Holdings plc	24.12K	25.12K	-4.0%	$219,974	0.0%
BMVP	3.52K	4.41K	-20.1%	$174,188	0.0%
AEO American Eagle…	7.75K	8.17K	-5.1%	$124,977	0.0%
RVNU	4.93K	8.72K	-43.4%	$120,488	0.0%
W Wayfair Inc.	2.11K	2.13K	-0.9%	$150,579	0.0%
SPIP	4.97K	8.15K	-38.9%	$128,615	0.0%
HERO	6.40K	6.90K	-7.2%	$161,234	0.0%
TRMK Trustmark Corporation	4.15K	5.27K	-21.2%	$173,634	0.0%
TRN Trinity Industries, Inc.	6.55K	7.22K	-9.3%	$204,227	0.0%
M Macy's, Inc.	8.19K	9.19K	-10.9%	$146,914	0.0%
NIO NIO Inc.	21.59K	39.48K	-45.3%	$114,643	0.0%
MAMA	3.47K	14.57K	-76.2%	$52,531	0.0%
LTPZ	3.68K	3.77K	-2.4%	$185,409	0.0%
VVX V2X, Inc.	601	3.33K	-82.0%	$41,060	0.0%
OLN Olin Corporation	6.17K	6.55K	-5.7%	$179,647	0.0%
HHH Howard Hughes Holdings…	1.27K	2.25K	-43.2%	$79,433	0.0%
PSCH	3.10K	4.03K	-23.2%	$121,278	0.0%
FTMA	14.20K	19.60K	-27.6%	$126,540	0.0%
DBB	5.30K	7.68K	-31.1%	$121,278	0.0%
KBR KBR, Inc.	3.96K	4.33K	-8.6%	$146,543	0.0%
IMO Imperial Oil Limited	1.31K	1.35K	-2.9%	$171,003	0.0%

有価証券	株数	前期	変化	時価	ウェイト
CMA Comerica Incorporated	n/a	22.34K	退出	$1.94M	0.0%
XRLV	n/a	28.05K	退出	$1.52M	0.0%
CYBR CyberArk Software Ltd.	n/a	2.41K	退出	$1.08M	0.0%
REVG REV Group, Inc.	n/a	9.00K	退出	$547,537	0.0%
EXAS Exact Sciences…	n/a	5.14K	退出	$522,120	0.0%
SNV Synovus Financial Corp.	n/a	4.68K	退出	$234,190	0.0%
NYM AB Active ETFs Inc. -…	n/a	8.26K	退出	$206,616	0.0%
JMBS Janus Henderson…	n/a	3.15K	退出	$143,924	0.0%
INFL	n/a	2.84K	退出	$126,266	0.0%
CADE Cadence Bank	n/a	2.81K	退出	$120,214	0.0%
DSTL	n/a	1.86K	退出	$109,495	0.0%
NXC	n/a	7.17K	退出	$94,578	0.0%
QGEN Qiagen N.V.	n/a	1.99K	退出	$89,311	0.0%
MSLC Morgan Stanley Pathway…	n/a	1.59K	退出	$86,371	0.0%
ALDX	n/a	15.00K	退出	$77,700	0.0%
CIVI Civitas Resources, Inc.	n/a	2.73K	退出	$73,827	0.0%
PHYS Sprott Physical Gold…	n/a	2.17K	退出	$71,719	0.0%
NVDL GraniteShares 2x Long…	n/a	732	退出	$64,423	0.0%
VGUS	n/a	781	退出	$58,938	0.0%
CFLT Confluent, Inc.	n/a	1.90K	退出	$57,547	0.0%
IMTM iShares MSCI Intl…	n/a	1.13K	退出	$54,398	0.0%
SCHQ	n/a	1.70K	退出	$54,017	0.0%
BBUS JPMorgan BetaBuilders…	n/a	412	退出	$50,804	0.0%
FSCO	n/a	7.82K	退出	$49,291	0.0%
DVAX Dynavax Technologies…	n/a	3.20K	退出	$49,231	0.0%
MAGS Roundhill Magnificent…	n/a	721	退出	$47,557	0.0%
PCH PotlatchDeltic…	n/a	1.16K	退出	$46,084	0.0%
NGD New Gold Inc.	n/a	5.26K	退出	$45,780	0.0%
RQI	n/a	4.00K	退出	$45,680	0.0%
HI Hillenbrand, Inc.	n/a	1.35K	退出	$42,882	0.0%
FFC	n/a	2.43K	退出	$40,151	0.0%
GTN-A	n/a	3.29K	退出	$39,468	0.0%
THS TreeHouse Foods, Inc.	n/a	1.57K	退出	$37,083	0.0%
PLTU	n/a	500	退出	$36,770	0.0%
BUFQ	n/a	980	退出	$35,123	0.0%
FCG	n/a	1.31K	退出	$30,737	0.0%
ALEX Alexander & Baldwin…	n/a	1.47K	退出	$30,329	0.0%
STCE	n/a	505	退出	$30,280	0.0%
IDMO Invesco S&P…	n/a	529	退出	$29,397	0.0%
FLGV Franklin U.S. Treasury…	n/a	1.42K	退出	$29,138	0.0%
KROS Keros Therapeutics, Inc.	n/a	1.40K	退出	$28,423	0.0%
SMLR	n/a	1.68K	退出	$25,687	0.0%
FYBR Frontier Communications…	n/a	640	退出	$24,365	0.0%
TGNA TEGNA Inc.	n/a	1.22K	退出	$23,719	0.0%
QCRH QCR Holdings, Inc.	n/a	268	退出	$22,285	0.0%
PLYM	n/a	1.02K	退出	$22,230	0.0%
LEGR	n/a	360	退出	$21,419	0.0%
RNAM Avidity Biosciences Inc	n/a	284	退出	$20,485	0.0%
JPMB	n/a	504	退出	$20,343	0.0%
FSSL	n/a	1.42K	退出	$20,135	0.0%
HOUS	n/a	1.32K	退出	$18,663	0.0%
SCHI	n/a	802	退出	$18,422	0.0%
OS OneStream, Inc. Class A…	n/a	974	退出	$17,902	0.0%
PREF Principal Spectrum…	n/a	933	退出	$17,792	0.0%
LRGC AB US Large Cap…	n/a	226	退出	$17,569	0.0%
MSSM	n/a	344	退出	$17,406	0.0%
FTF	n/a	2.34K	退出	$14,391	0.0%
BUFS	n/a	628	退出	$14,344	0.0%
TPZ	n/a	700	退出	$14,266	0.0%
HYT	n/a	1.55K	退出	$13,795	0.0%
MIN	n/a	5.27K	退出	$13,752	0.0%
BGH	n/a	850	退出	$12,759	0.0%
KOD Kodiak Sciences Inc.	n/a	420	退出	$11,743	0.0%
SPBO State Street SPDR…	n/a	395	退出	$11,589	0.0%
SKOR	n/a	233	退出	$11,446	0.0%
ZEUS	n/a	264	退出	$11,295	0.0%
FRGE	n/a	250	退出	$11,140	0.0%
CCB Coastal Financial…	n/a	96	退出	$11,001	0.0%
DAY Dayforce Inc	n/a	156	退出	$10,789	0.0%
MBCN	n/a	303	退出	$10,466	0.0%
FLYX	n/a	2.50K	退出	$10,275	0.0%
DBL	n/a	673	退出	$10,263	0.0%
HYEM	n/a	515	退出	$10,243	0.0%
DFGR	n/a	378	退出	$9,987	0.0%
BLW	n/a	714	退出	$9,810	0.0%
DSL	n/a	848	退出	$9,557	0.0%
BWFG	n/a	200	退出	$9,164	0.0%
VVR	n/a	2.77K	退出	$9,068	0.0%
HEDG	n/a	308	退出	$9,035	0.0%
RIGL Rigel Pharmaceuticals…	n/a	200	退出	$8,566	0.0%
AIOT PowerFleet, Inc.	n/a	1.60K	退出	$8,512	0.0%
VBIL	n/a	109	退出	$8,222	0.0%
TECB	n/a	135	退出	$8,219	0.0%
GURU	n/a	131	退出	$8,188	0.0%
TEFOF	n/a	1.95K	退出	$7,897	0.0%
RFL	n/a	6.54K	退出	$7,715	0.0%
THNQ	n/a	120	退出	$7,619	0.0%
AVUQ	n/a	124	退出	$7,461	0.0%
BXMX	n/a	500	退出	$7,350	0.0%
JMOM JPMorgan U.S. Momentum…	n/a	106	退出	$7,224	0.0%
FSFG	n/a	225	退出	$7,169	0.0%
ARKB ARK 21Shares Bitcoin ETF	n/a	231	退出	$6,708	0.0%
USA	n/a	1.00K	退出	$6,280	0.0%
BBHY	n/a	135	退出	$6,278	0.0%
JIGB	n/a	137	退出	$6,276	0.0%
REM	n/a	258	退出	$5,722	0.0%
ULBI	n/a	1.00K	退出	$5,720	0.0%
CDTX Cidara Therapeutics…	n/a	25	退出	$5,522	0.0%
RVT	n/a	325	退出	$5,233	0.0%
CIO	n/a	741	退出	$5,180	0.0%
RNW ReNew Energy Global Plc	n/a	900	退出	$5,085	0.0%
CARY	n/a	241	退出	$5,019	0.0%
PBP	n/a	218	退出	$4,977	0.0%
BMRC Bank of Marin Bancorp	n/a	190	退出	$4,942	0.0%
ITEQ	n/a	84	退出	$4,876	0.0%
CLOB	n/a	94	退出	$4,763	0.0%
HRTG Heritage Insurance…	n/a	150	退出	$4,389	0.0%
UBCP	n/a	300	退出	$4,305	0.0%
QQQX	n/a	150	退出	$4,278	0.0%
AMTX	n/a	3.00K	退出	$4,167	0.0%
STOT	n/a	87	退出	$4,113	0.0%
STVN Stevanato Group S.p.A.	n/a	201	退出	$4,044	0.0%
FLDR	n/a	79	退出	$3,968	0.0%
CHY	n/a	324	退出	$3,664	0.0%
JRI	n/a	266	退出	$3,620	0.0%
JGH	n/a	273	退出	$3,438	0.0%
GDOT Green Dot Corporation	n/a	250	退出	$3,203	0.0%
FTLS First Trust Long/Short…	n/a	43	退出	$3,053	0.0%
HFND	n/a	135	退出	$3,044	0.0%
DJP iPath Bloomberg…	n/a	80	退出	$3,009	0.0%

ポジション保有期間

5470–1 四半期

41042–4 四半期

現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。

類似運用者

運用会社	共通ポジション	銘柄の重複	加重類似度
Cetera Investment Advisers	3434	55.2%	0.6165	比較 ⇄
Envestnet Asset Management Inc	3412	54.7%	0.5963	比較 ⇄
Raymond James Financial Inc	3835	61.7%	0.5313	比較 ⇄
Cerity Partners LLC	2835	53.6%	0.5272	比較 ⇄
Bank Of America Corp /De/	4233	69.2%	0.5264	比較 ⇄
LPL Financial LLC	4059	60.5%	0.5191	比較 ⇄
Us Bancorp \De\	3508	64.4%	0.496	比較 ⇄
Wells Fargo & Company/Mn	4591	67.2%	0.489	比較 ⇄

報告済みロングポジションの類似性のみ。ヘッジおよび13F対象外資産は表示されません。方法論

ファイリング記録

Aug 14 2026 13F-HR · 期間 Q2 2026

$249.84B · 5,993 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

May 15 2026 13F-HR · 期間 Q1 2026

$208.07B · 5,771 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Feb 17 2026 13F-HR · 期間 Q4 2025

$164.02B · 5,434 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Nov 04 2025 13F-HR · 期間 Q3 2025

$146.81B · 5,225 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Aug 13 2025 13F-HR · 期間 Q2 2025

$131.91B · 4,963 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。報告期間: Q1 2026 · 最新フィリング Aug 14, 2026 · 変化の算出方法

☆ Jones Financial Companies Lllp

Jones Financial Companies Lllp