Registro del gestor · trimestre archivado
Mercer Global Advisors Inc /Adv
Denver, CO · CIK 853758 · Declaraciones EDGAR ↗
$65.60BValor 13F declarado
2,840Posiciones
36.1%Ponderación del top 10
56.10Posiciones efectivas
n/aRotación est.
+0Nuevo
−0Cierres
El valor del portfolio 13F reportado cubre solo las posiciones largas reportables en EE. UU., no efectivo, bonos, posiciones cortas ni tenencias fuera de EE. UU. No equivale a activos bajo gestión. No existe una presentación previa comparable; las columnas de cambio no están disponibles este trimestre.
Exposición sectorial
Servicios financieros
75.3%
Tecnología
10.5%
Consumo cíclico
2.7%
Salud
2.6%
Servicios de comunicación
2.6%
Industria
2.3%
Consumo defensivo
1.3%
Energía
1.0%
Servicios públicos
0.6%
Inmobiliario
0.6%
Materiales básicos
0.6%
Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.
El portafolio · Q4 2025
| # | Valor | Ponderación | Valor | Acciones | Δ acciones | Mantenida | |
|---|---|---|---|---|---|---|---|
| 1 | AGG iShares Core U.S. Aggregate… | 5.5% | $3.62B | 36.26M | n/a | n/c | 1 |
| 2 | BSV Vanguard Short-Term Bond ETF | 5.0% | $3.27B | 41.44M | n/a | n/c | 1 |
| 3 | VOO Vanguard S&P 500 ETF | 4.7% | $3.12B | 5.38M | n/a | n/c | 1 |
| 4 | DFAC Dimensional - US Core… | 3.9% | $2.55B | 64.36M | n/a | n/c | 1 |
| 5 | VEA Vanguard FTSE Developed… | 3.3% | $2.18B | 34.84M | n/a | n/c | 1 |
| 6 | MTUM iShares MSCI USA Momentum… | 3.0% | $1.96B | 7.82M | n/a | n/c | 1 |
| 7 | DFUV Dimensional - US Marketwide… | 2.8% | $1.86B | 39.86M | n/a | n/c | 1 |
| 8 | AAPL Apple Inc. | 2.7% | $1.79B | 6.60M | n/a | n/c | 1 |
| 9 | DUHP Dimensional - US High… | 2.6% | $1.70B | 44.79M | n/a | n/c | 1 |
| 10 | BNDX Vanguard Total… | 2.6% | $1.68B | 34.73M | n/a | n/c | 1 |
| 11 | DFIC Dimensional - International… | 1.9% | $1.28B | 37.00M | n/a | n/c | 1 |
| 12 | IMTM iShares MSCI Intl Momentum… | 1.7% | $1.10B | 22.86M | n/a | n/c | 1 |
| 13 | NVDA NVIDIA Corporation | 1.6% | $1.08B | 5.99M | n/a | n/c | 1 |
| 14 | DFIV Dimensional - International… | 1.6% | $1.07B | 21.52M | n/a | n/c | 1 |
| 15 | DIHP Dimensional International… | 1.5% | $955.46M | 30.17M | n/a | n/c | 1 |
| 16 | MSFT Microsoft Corporation | 1.5% | $953.71M | 1.98M | n/a | n/c | 1 |
| 17 | MUB iShares National Muni Bond… | 1.4% | $915.71M | 8.55M | n/a | n/c | 1 |
| 18 | SUB iShares Short-Term National… | 1.4% | $905.81M | 8.49M | n/a | n/c | 1 |
| 19 | VWO Vanguard FTSE Emerging… | 1.3% | $851.08M | 15.83M | n/a | n/c | 1 |
| 20 | AVSC Avantis U.S. Small Cap… | 1.3% | $849.34M | 14.46M | n/a | n/c | 1 |
| 21 | VB Vanguard Morningstar… | 1.3% | $824.19M | 3.20M | n/a | n/c | 1 |
| 22 | AVEM Avantis Emerging Markets… | 1.1% | $741.50M | 9.63M | n/a | n/c | 1 |
| 23 | VTI Vanguard Morningstar Total… | 1.0% | $687.95M | 2.05M | n/a | n/c | 1 |
| 24 | VTEB Vanguard Tax-Exempt Bond ETF | 0.8% | $514.41M | 10.23M | n/a | n/c | 1 |
| 25 | AMZN Amazon.com, Inc. | 0.8% | $493.40M | 2.12M | n/a | n/c | 1 |
| 26 | IVV iShares Core S&P 500 ETF | 0.7% | $489.19M | 713.16K | n/a | n/c | 1 |
| 27 | GOOGL Alphabet Inc. | 0.7% | $480.13M | 1.53M | n/a | n/c | 1 |
| 28 | GOOG Alphabet Inc. | 0.6% | $388.21M | 1.22M | n/a | n/c | 1 |
| 29 | AVGO Broadcom Inc. | 0.6% | $384.96M | 1.12M | n/a | n/c | 1 |
| 30 | VYM Vanguard High Dividend… | 0.6% | $373.08M | 2.75M | n/a | n/c | 1 |
| 31 | SPY State Street SPDR S&P 500… | 0.6% | $364.53M | 536.00K | n/a | n/c | 1 |
| 32 | IEFA iShares Core MSCI EAFE ETF | 0.5% | $356.24M | 3.98M | n/a | n/c | 1 |
| 33 | DFCA DIMENSIONAL ETF TRUST | 0.5% | $307.42M | 6.14M | n/a | n/c | 1 |
| 34 | META Meta Platforms, Inc. | 0.5% | $298.85M | 461.72K | n/a | n/c | 1 |
| 35 | IWB iShares Russell 1000 ETF | 0.5% | $295.96M | 792.52K | n/a | n/c | 1 |
| 36 | SCHX Schwab U.S. Large-Cap ETF | 0.4% | $283.04M | 10.39M | n/a | n/c | 1 |
| 37 | BRK-B Berkshire Hathaway Inc. | 0.4% | $275.58M | 548.25K | n/a | n/c | 1 |
| 38 | QQQ Invesco QQQ Trust, Series 1 | 0.4% | $263.59M | 430.34K | n/a | n/c | 1 |
| 39 | VXF Vanguard Extended Market ETF | 0.4% | $253.42M | 1.21M | n/a | n/c | 1 |
| 40 | JPM JPMorgan Chase & Co. | 0.4% | $250.82M | 760.96K | n/a | n/c | 1 |
| 41 | TSLA Tesla, Inc. | 0.4% | $232.78M | 523.75K | n/a | n/c | 1 |
| 42 | IBDT iShares iBonds Dec 2028… | 0.3% | $225.98M | 8.82M | n/a | n/c | 1 |
| 43 | QUAL iShares MSCI USA Quality… | 0.3% | $221.10M | 1.37M | n/a | n/c | 1 |
| 44 | SCHF Schwab International Equity… | 0.3% | $219.65M | 9.12M | n/a | n/c | 1 |
| 45 | DFUS Dimensional U.S. Equity ETF | 0.3% | $209.57M | 2.83M | n/a | n/c | 1 |
| 46 | IWF iShares Russell 1000 Growth… | 0.3% | $203.83M | 430.66K | n/a | n/c | 1 |
| 47 | WMT Walmart Inc. | 0.3% | $201.91M | 1.80M | n/a | n/c | 1 |
| 48 | VGT Vanguard Information… | 0.3% | $188.16M | 249.62K | n/a | n/c | 1 |
| 49 | XONA.DE Exxon Mobil Corporation | 0.3% | $182.30M | 1.50M | n/a | n/c | 1 |
| 50 | VIG Vanguard Dividend… | 0.3% | $170.12M | 772.65K | n/a | n/c | 1 |
| 51 | VLUE iShares MSCI USA Value… | 0.3% | $168.02M | 1.23M | n/a | n/c | 1 |
| 52 | JNJ Johnson & Johnson | 0.3% | $167.34M | 849.73K | n/a | n/c | 1 |
| 53 | IJR iShares Core S&P Small-Cap… | 0.2% | $158.93M | 1.33M | n/a | n/c | 1 |
| 54 | IEMG iShares Core MSCI Emerging… | 0.2% | $156.58M | 2.33M | n/a | n/c | 1 |
| 55 | NFLX Netflix, Inc. | 0.2% | $152.37M | 1.62M | n/a | n/c | 1 |
| 56 | IJH iShares Core S&P Mid-Cap ETF | 0.2% | $149.87M | 2.28M | n/a | n/c | 1 |
| 57 | VUG Vanguard Morningstar Growth… | 0.2% | $149.82M | 308.01K | n/a | n/c | 1 |
| 58 | IDV iShares International… | 0.2% | $149.70M | 3.79M | n/a | n/c | 1 |
| 59 | LLY Eli Lilly and Company | 0.2% | $149.42M | 134.39K | n/a | n/c | 1 |
| 60 | EAGG iShares ESG Aware U.S.… | 0.2% | $141.80M | 2.96M | n/a | n/c | 1 |
| 61 | EFA iShares MSCI EAFE ETF | 0.2% | $140.55M | 1.46M | n/a | n/c | 1 |
| 62 | IVLU iShares MSCI Intl Value… | 0.2% | $139.38M | 3.66M | n/a | n/c | 1 |
| 63 | IBDV iShares iBonds Dec 2030… | 0.2% | $136.60M | 6.19M | n/a | n/c | 1 |
| 64 | VTES VANGUARD WELLINGTON FD | 0.2% | $133.42M | 1.31M | n/a | n/c | 1 |
| 65 | IBDU iShares iBonds Dec 2029… | 0.2% | $131.34M | 5.61M | n/a | n/c | 1 |
| 66 | VO Vanguard Morningstar… | 0.2% | $131.15M | 451.91K | n/a | n/c | 1 |
| 67 | HD The Home Depot, Inc. | 0.2% | $131.09M | 379.97K | n/a | n/c | 1 |
| 68 | ESGD iShares ESG Aware MSCI EAFE… | 0.2% | $129.63M | 1.37M | n/a | n/c | 1 |
| 69 | RJF Raymond James Financial… | 0.2% | $127.21M | 792.15K | n/a | n/c | 1 |
| 70 | WT WisdomTree, Inc. | 0.2% | $126.39M | 2.82M | n/a | n/c | 1 |
| 71 | IBDS iShares iBonds Dec 2027… | 0.2% | $125.64M | 5.18M | n/a | n/c | 1 |
| 72 | CSCO Cisco Systems, Inc. | 0.2% | $124.28M | 1.58M | n/a | n/c | 1 |
| 73 | ITOT iShares Core S&P Total U.S.… | 0.2% | $122.87M | 826.32K | n/a | n/c | 1 |
| 74 | IQLT iShares MSCI Intl Quality… | 0.2% | $120.37M | 2.65M | n/a | n/c | 1 |
| 75 | GLD SPDR Gold Shares | 0.2% | $120.00M | 313.88K | n/a | n/c | 1 |
| 76 | USMV iShares MSCI USA Min Vol… | 0.2% | $119.36M | 1.27M | n/a | n/c | 1 |
| 77 | EOG EOG Resources, Inc. | 0.2% | $118.82M | 1.13M | n/a | n/c | 1 |
| 78 | APH Amphenol Corporation | 0.2% | $117.07M | 866.31K | n/a | n/c | 1 |
| 79 | IWM iShares Russell 2000 ETF | 0.2% | $116.24M | 474.28K | n/a | n/c | 1 |
| 80 | V Visa Inc. | 0.2% | $114.71M | 327.63K | n/a | n/c | 1 |
| 81 | COST Costco Wholesale Corporation | 0.2% | $113.77M | 127.96K | n/a | n/c | 1 |
| 82 | XLK State Street Technology… | 0.2% | $113.64M | 792.34K | n/a | n/c | 1 |
| 83 | AVUS Avantis U.S. Equity ETF | 0.2% | $113.53M | 1.02M | n/a | n/c | 1 |
| 84 | QCOM QUALCOMM Incorporated | 0.2% | $112.93M | 662.86K | n/a | n/c | 1 |
| 85 | LRCX Lam Research Corporation | 0.2% | $110.78M | 647.17K | n/a | n/c | 1 |
| 86 | INTC Intel Corp. | 0.2% | $107.57M | 2.92M | n/a | n/c | 1 |
| 87 | CVX Chevron Corporation | 0.2% | $107.27M | 686.34K | n/a | n/c | 1 |
| 88 | IWV iShares Russell 3000 ETF | 0.2% | $105.37M | 272.38K | n/a | n/c | 1 |
| 89 | ORCL Oracle Corporation | 0.2% | $102.03M | 521.49K | n/a | n/c | 1 |
| 90 | ABBV AbbVie Inc. | 0.2% | $100.41M | 430.63K | n/a | n/c | 1 |
| 91 | IBDR iShares iBonds Dec 2026… | 0.2% | $100.26M | 4.14M | n/a | n/c | 1 |
| 92 | IBMQ ISHARES TR | 0.2% | $99.81M | 3.90M | n/a | n/c | 1 |
| 93 | MU Micron Technology, Inc. | 0.1% | $98.58M | 345.38K | n/a | n/c | 1 |
| 94 | KLAC KLA Corporation | 0.1% | $98.29M | 81.48K | n/a | n/c | 1 |
| 95 | SPYM State Street SPDR Portfolio… | 0.1% | $93.90M | 1.17M | n/a | n/c | 1 |
| 96 | CAT Caterpillar Inc. | 0.1% | $92.14M | 156.53K | n/a | n/c | 1 |
| 97 | PG The Procter & Gamble Company | 0.1% | $91.68M | 621.26K | n/a | n/c | 1 |
| 98 | FTEC Fidelity MSCI Information… | 0.1% | $90.51M | 402.85K | n/a | n/c | 1 |
| 99 | FDX FedEx Corporation | 0.1% | $88.83M | 307.50K | n/a | n/c | 1 |
| 100 | SUSL ISHARES TR | 0.1% | $88.83M | 732.49K | n/a | n/c | 1 |
| 101 | VTV Vanguard Morningstar Value… | 0.1% | $88.39M | 462.80K | n/a | n/c | 1 |
| 102 | BND Vanguard Total Bond Market… | 0.1% | $86.39M | 1.17M | n/a | n/c | 1 |
| 103 | BRK-A Berkshire Hathaway Inc. | 0.1% | $86.05M | 114 | n/a | n/c | 1 |
| 104 | DFAT Dimensional - US Targeted… | 0.1% | $84.79M | 1.42M | n/a | n/c | 1 |
| 105 | SHYG iShares 0-5 Year High Yield… | 0.1% | $82.78M | 1.93M | n/a | n/c | 1 |
| 106 | SHM State Street SPDR Nuveen… | 0.1% | $82.23M | 1.71M | n/a | n/c | 1 |
| 107 | MRK Merck & Co., Inc. | 0.1% | $81.60M | 775.21K | n/a | n/c | 1 |
| 108 | IBM International Business… | 0.1% | $79.09M | 266.73K | n/a | n/c | 1 |
| 109 | DFAS Dimensional - US Small Cap… | 0.1% | $77.96M | 1.12M | n/a | n/c | 1 |
| 110 | XLC State Street Communication… | 0.1% | $76.01M | 644.75K | n/a | n/c | 1 |
| 111 | WFC Wells Fargo & Company | 0.1% | $73.40M | 803.68K | n/a | n/c | 1 |
| 112 | HCA HCA Healthcare, Inc. | 0.1% | $72.12M | 154.48K | n/a | n/c | 1 |
| 113 | C Citigroup Inc. | 0.1% | $72.09M | 617.80K | n/a | n/c | 1 |
| 114 | VPC ETFIS SER TR I | 0.1% | $71.83M | 115.00K | n/a | n/c | 1 |
| 115 | BAC Bank of America Corporation | 0.1% | $70.89M | 1.41M | n/a | n/c | 1 |
| 116 | ABT Abbott Laboratories | 0.1% | $70.69M | 556.28K | n/a | n/c | 1 |
| 117 | SPOT Spotify Technology S.A. | 0.1% | $70.45M | 121.33K | n/a | n/c | 1 |
| 118 | SCHB Schwab U.S. Broad Market ETF | 0.1% | $69.98M | 2.67M | n/a | n/c | 1 |
| 119 | AMAT Applied Materials, Inc. | 0.1% | $69.64M | 267.98K | n/a | n/c | 1 |
| 120 | MOAT VanEck Morningstar Wide… | 0.1% | $68.95M | 665.83K | n/a | n/c | 1 |
| 121 | PWZ INVESCO EXCH TRADED FD TR II | 0.1% | $67.53M | 2.80M | n/a | n/c | 1 |
| 122 | BIL State Street SPDR Bloomberg… | 0.1% | $67.47M | 738.35K | n/a | n/c | 1 |
| 123 | APGE Apogee Therapeutics, Inc. | 0.1% | $67.23M | 890.66K | n/a | n/c | 1 |
| 124 | NUSC NUSHARES ETF TR | 0.1% | $66.06M | 1.48M | n/a | n/c | 1 |
| 125 | IBTG iShares iBonds Dec 2026… | 0.1% | $65.02M | 2.84M | n/a | n/c | 1 |
| 126 | GE GE Aerospace | 0.1% | $63.37M | 206.23K | n/a | n/c | 1 |
| 127 | MDT Medtronic plc | 0.1% | $63.33M | 580.84K | n/a | n/c | 1 |
| 128 | IAU iShares Gold Trust | 0.1% | $63.28M | 779.16K | n/a | n/c | 1 |
| 129 | VYMI Vanguard International High… | 0.1% | $61.67M | 609.62K | n/a | n/c | 1 |
| 130 | DBEF Xtrackers MSCI EAFE Hedged… | 0.1% | $61.58M | 1.28M | n/a | n/c | 1 |
| 131 | USMC Principal U.S. Mega-Cap ETF | 0.1% | $61.17M | 893.61K | n/a | n/c | 1 |
| 132 | SCHA Schwab U.S. Small-Cap ETF | 0.1% | $61.05M | 2.12M | n/a | n/c | 1 |
| 133 | TJX The TJX Companies, Inc. | 0.1% | $60.74M | 395.44K | n/a | n/c | 1 |
| 134 | PEP PepsiCo, Inc. | 0.1% | $60.27M | 410.01K | n/a | n/c | 1 |
| 135 | BNY Bank of New York Mellon Corp | 0.1% | $60.14M | 518.02K | n/a | n/c | 1 |
| 136 | AXP American Express Company | 0.1% | $58.73M | 150.28K | n/a | n/c | 1 |
| 137 | MA Mastercard Incorporated | 0.1% | $58.46M | 99.60K | n/a | n/c | 1 |
| 138 | AGGY WISDOMTREE TR | 0.1% | $57.80M | 1.31M | n/a | n/c | 1 |
| 139 | HDEF Xtrackers MSCI EAFE High… | 0.1% | $56.87M | 1.84M | n/a | n/c | 1 |
| 140 | MO Altria Group, Inc. | 0.1% | $56.22M | 972.82K | n/a | n/c | 1 |
| 141 | GS The Goldman Sachs Group… | 0.1% | $55.98M | 63.32K | n/a | n/c | 1 |
| 142 | RTX RTX Corporation | 0.1% | $55.64M | 299.91K | n/a | n/c | 1 |
| 143 | SYF Synchrony Financial | 0.1% | $55.46M | 664.79K | n/a | n/c | 1 |
| 144 | IBMO ISHARES TR | 0.1% | $54.41M | 2.12M | n/a | n/c | 1 |
| 145 | XLF State Street Financial… | 0.1% | $54.28M | 990.46K | n/a | n/c | 1 |
| 146 | COWZ Pacer US Cash Cows 100 ETF | 0.1% | $54.04M | 898.12K | n/a | n/c | 1 |
| 147 | HIG The Hartford Insurance… | 0.1% | $54.01M | 391.96K | n/a | n/c | 1 |
| 148 | XLY State Street Consumer… | 0.1% | $53.98M | 452.07K | n/a | n/c | 1 |
| 149 | SYK Stryker Corporation | 0.1% | $53.70M | 152.62K | n/a | n/c | 1 |
| 150 | IBMR ISHARES TR | 0.1% | $53.22M | 2.09M | n/a | n/c | 1 |
| 151 | PLTR Palantir Technologies Inc. | 0.1% | $52.00M | 334.20K | n/a | n/c | 1 |
| 152 | XLI State Street Industrial… | 0.1% | $51.89M | 341.31K | n/a | n/c | 1 |
| 153 | IBMP ISHARES TR | 0.1% | $51.61M | 2.03M | n/a | n/c | 1 |
| 154 | USHY iShares Broad USD High… | 0.1% | $51.41M | 1.37M | n/a | n/c | 1 |
| 155 | IVW iShares S&P 500 Growth ETF | 0.1% | $51.41M | 417.05K | n/a | n/c | 1 |
| 156 | ANET Arista Networks, Inc. | 0.1% | $51.30M | 404.77K | n/a | n/c | 1 |
| 157 | IBTH ISHARES TR | 0.1% | $51.18M | 2.28M | n/a | n/c | 1 |
| 158 | IBTI ISHARES TR | 0.1% | $50.81M | 2.27M | n/a | n/c | 1 |
| 159 | SCHD Schwab U.S. Dividend Equity… | 0.1% | $50.34M | 1.79M | n/a | n/c | 1 |
| 160 | MCD McDonald's Corporation | 0.1% | $50.05M | 163.14K | n/a | n/c | 1 |
| 161 | TSM Taiwan Semiconductor… | 0.1% | $49.94M | 184.82K | n/a | n/c | 1 |
| 162 | T AT&T Inc. | 0.1% | $49.53M | 2.10M | n/a | n/c | 1 |
| 163 | JMTG JPMorgan Mortgage-Backed… | 0.1% | $49.42M | 967.87K | n/a | n/c | 1 |
| 164 | SCHP Schwab US TIPS ETF | 0.1% | $49.29M | 1.86M | n/a | n/c | 1 |
| 165 | IBMS ISHARES TR | 0.1% | $48.79M | 1.87M | n/a | n/c | 1 |
| 166 | SCHE Schwab Emerging Markets… | 0.1% | $48.73M | 1.49M | n/a | n/c | 1 |
| 167 | BGRN ISHARES TR | 0.1% | $48.33M | 1.01M | n/a | n/c | 1 |
| 168 | EMR Emerson Electric Co. | 0.1% | $48.15M | 342.11K | n/a | n/c | 1 |
| 169 | VCSH Vanguard Short-Term… | 0.1% | $48.08M | 603.04K | n/a | n/c | 1 |
| 170 | UNH UnitedHealth Group… | 0.1% | $47.75M | 143.34K | n/a | n/c | 1 |
| 171 | VSS Vanguard FTSE All-World… | 0.1% | $47.35M | 330.35K | n/a | n/c | 1 |
| 172 | VGSH Vanguard Short-Term… | 0.1% | $47.24M | 804.41K | n/a | n/c | 1 |
| 173 | PM Philip Morris International… | 0.1% | $47.11M | 291.61K | n/a | n/c | 1 |
| 174 | AMGN Amgen Inc. | 0.1% | $46.73M | 144.36K | n/a | n/c | 1 |
| 175 | SNA Snap-on Incorporated | 0.1% | $45.44M | 131.85K | n/a | n/c | 1 |
| 176 | KO The Coca-Cola Company | 0.1% | $45.16M | 639.62K | n/a | n/c | 1 |
| 177 | DFAI Dimensional - International… | 0.1% | $44.93M | 1.18M | n/a | n/c | 1 |
| 178 | ACN Accenture plc | 0.1% | $44.61M | 166.27K | n/a | n/c | 1 |
| 179 | VCIT Vanguard Intermediate-Term… | 0.1% | $44.31M | 529.12K | n/a | n/c | 1 |
| 180 | ALL The Allstate Corporation | 0.1% | $44.09M | 211.45K | n/a | n/c | 1 |
| 181 | IWD iShares Russell 1000 Value… | 0.1% | $43.88M | 208.61K | n/a | n/c | 1 |
| 182 | NEM Newmont Corporation | 0.1% | $43.50M | 435.60K | n/a | n/c | 1 |
| 183 | ETN Eaton Corporation plc | 0.1% | $43.24M | 137.20K | n/a | n/c | 1 |
| 184 | SGOV iShares 0-3 Month Treasury… | 0.1% | $43.21M | 430.44K | n/a | n/c | 1 |
| 185 | IBTJ ISHARES TR | 0.1% | $43.13M | 1.97M | n/a | n/c | 1 |
| 186 | BOND PIMCO Active Bond… | 0.1% | $42.65M | 458.16K | n/a | n/c | 1 |
| 187 | SUSA iShares ESG Optimized MSCI… | 0.1% | $42.62M | 305.85K | n/a | n/c | 1 |
| 188 | AMD Advanced Micro Devices, Inc. | 0.1% | $42.25M | 196.84K | n/a | n/c | 1 |
| 189 | UNM Unum Group | 0.1% | $42.07M | 540.14K | n/a | n/c | 1 |
| 190 | SPTI State Street SPDR Portfolio… | 0.1% | $42.06M | 1.46M | n/a | n/c | 1 |
| 191 | SHYD VANECK ETF TRUST | 0.1% | $41.99M | 1.83M | n/a | n/c | 1 |
| 192 | ESGE iShares ESG Aware MSCI EM… | 0.1% | $41.77M | 945.67K | n/a | n/c | 1 |
| 193 | LMT Lockheed Martin Corporation | 0.1% | $41.71M | 80.91K | n/a | n/c | 1 |
| 194 | RCL Royal Caribbean Cruises Ltd. | 0.1% | $41.64M | 149.30K | n/a | n/c | 1 |
| 195 | VV Vanguard Morningstar… | 0.1% | $41.33M | 131.28K | n/a | n/c | 1 |
| 196 | IBDW iShares iBonds Dec 2031… | 0.1% | $41.05M | 1.94M | n/a | n/c | 1 |
| 197 | XLV State Street Health Care… | 0.1% | $40.55M | 266.13K | n/a | n/c | 1 |
| 198 | AJG Arthur J. Gallagher & Co. | 0.1% | $40.44M | 155.40K | n/a | n/c | 1 |
| 199 | ESGU iShares ESG Aware MSCI USA… | 0.1% | $40.23M | 270.05K | n/a | n/c | 1 |
| 200 | BUFF INNOVATOR ETFS TRUST | 0.1% | $39.62M | 794.63K | n/a | n/c | 1 |
| 201 | HYMB State Street SPDR Nuveen… | 0.1% | $39.62M | 1.59M | n/a | n/c | 1 |
| 202 | CFLT Confluent, Inc. | 0.1% | $39.00M | 1.29M | n/a | n/c | 1 |
| 203 | XLE State Street Energy Select… | 0.1% | $38.83M | 892.08K | n/a | n/c | 1 |
| 204 | PH Parker-Hannifin Corporation | 0.1% | $38.75M | 43.97K | n/a | n/c | 1 |
| 205 | DFAE Dimensional - Emerging Core… | 0.1% | $38.68M | 1.19M | n/a | n/c | 1 |
| 206 | DFSB DIMENSIONAL ETF TRUST | 0.1% | $38.45M | 742.21K | n/a | n/c | 1 |
| 207 | EFAV iShares MSCI EAFE Min Vol… | 0.1% | $38.39M | 445.08K | n/a | n/c | 1 |
| 208 | ORLY O'Reilly Automotive, Inc. | 0.1% | $38.32M | 420.02K | n/a | n/c | 1 |
| 209 | VXUS Vanguard Total… | 0.1% | $37.57M | 497.97K | n/a | n/c | 1 |
| 210 | RSP Invesco S&P 500 Equal… | 0.1% | $37.48M | 189.48K | n/a | n/c | 1 |
| 211 | VEU Vanguard FTSE All-World… | 0.1% | $37.32M | 507.30K | n/a | n/c | 1 |
| 212 | GILD Gilead Sciences, Inc. | 0.1% | $37.32M | 325.04K | n/a | n/c | 1 |
| 213 | SCHG Schwab U.S. Large-Cap… | 0.1% | $37.04M | 1.14M | n/a | n/c | 1 |
| 214 | JCI Johnson Controls… | 0.1% | $36.92M | 344.93K | n/a | n/c | 1 |
| 215 | EBAY eBay Inc. | 0.1% | $36.90M | 423.63K | n/a | n/c | 1 |
| 216 | LOW Lowe's Companies, Inc. | 0.1% | $36.89M | 153.02K | n/a | n/c | 1 |
| 217 | NULV Nuveen ESG Large-Cap Value | 0.1% | $36.85M | 679.92K | n/a | n/c | 1 |
| 218 | SPLV Invesco S&P 500 Low… | 0.1% | $36.68M | 513.62K | n/a | n/c | 1 |
| 219 | MS Morgan Stanley | 0.1% | $36.38M | 201.14K | n/a | n/c | 1 |
| 220 | CRM Salesforce, Inc. | 0.1% | $35.94M | 136.63K | n/a | n/c | 1 |
| 221 | IBTK ISHARES TR | 0.1% | $35.90M | 1.81M | n/a | n/c | 1 |
| 222 | CMI Cummins Inc. | 0.1% | $35.85M | 70.23K | n/a | n/c | 1 |
| 223 | SPG Simon Property Group, Inc. | 0.1% | $35.79M | 193.32K | n/a | n/c | 1 |
| 224 | VNQ Vanguard Real Estate ETF | 0.1% | $35.76M | 405.31K | n/a | n/c | 1 |
| 225 | IYR iShares U.S. Real Estate ETF | 0.1% | $35.07M | 373.52K | n/a | n/c | 1 |
| 226 | SCHO Schwab Short-Term U.S.… | 0.1% | $35.03M | 1.44M | n/a | n/c | 1 |
| 227 | SCHW The Charles Schwab… | 0.1% | $34.78M | 340.98K | n/a | n/c | 1 |
| 228 | VBR Vanguard Morningstar… | 0.1% | $34.40M | 162.44K | n/a | n/c | 1 |
| 229 | CAH Cardinal Health, Inc. | 0.1% | $33.63M | 163.86K | n/a | n/c | 1 |
| 230 | AVDE Avantis International… | 0.1% | $33.63M | 408.47K | n/a | n/c | 1 |
| 231 | TRV The Travelers Companies… | 0.1% | $33.29M | 114.78K | n/a | n/c | 1 |
| 232 | CCL Carnival Corporation & plc | 0.1% | $33.26M | 1.09M | n/a | n/c | 1 |
| 233 | TEL TE Connectivity plc | 0.1% | $32.83M | 144.29K | n/a | n/c | 1 |
| 234 | FLEX Flex Ltd. | 0.1% | $32.73M | 536.23K | n/a | n/c | 1 |
| 235 | COF Capital One Financial… | 0.1% | $32.70M | 134.91K | n/a | n/c | 1 |
| 236 | CB Chubb Limited | 0.0% | $32.40M | 100.85K | n/a | n/c | 1 |
| 237 | DFEM Dimensional - Emerging… | 0.0% | $32.16M | 972.18K | n/a | n/c | 1 |
| 238 | UAL United Airlines Holdings… | 0.0% | $32.15M | 287.55K | n/a | n/c | 1 |
| 239 | PANW Palo Alto Networks, Inc. | 0.0% | $32.09M | 174.23K | n/a | n/c | 1 |
| 240 | BX Blackstone Inc. | 0.0% | $32.09M | 208.16K | n/a | n/c | 1 |
| 241 | GEV GE Vernova Inc. | 0.0% | $31.98M | 54.17K | n/a | n/c | 1 |
| 242 | JEPI JPMorgan Equity Premium… | 0.0% | $31.96M | 544.12K | n/a | n/c | 1 |
| 243 | SCHM Schwab U.S. Mid-Cap ETF | 0.0% | $31.91M | 1.06M | n/a | n/c | 1 |
| 244 | ADP Automatic Data Processing… | 0.0% | $31.84M | 113.94K | n/a | n/c | 1 |
| 245 | VHT Vanguard Health Care ETF | 0.0% | $31.68M | 110.04K | n/a | n/c | 1 |
| 246 | CMF iShares California Muni… | 0.0% | $31.57M | 549.34K | n/a | n/c | 1 |
| 247 | VZ Verizon Communications Inc. | 0.0% | $31.32M | 725.84K | n/a | n/c | 1 |
| 248 | APP AppLovin Corporation | 0.0% | $31.31M | 46.47K | n/a | n/c | 1 |
| 249 | GD General Dynamics Corporation | 0.0% | $31.15M | 92.53K | n/a | n/c | 1 |
| 250 | PHM PulteGroup, Inc. | 0.0% | $30.79M | 263.06K | n/a | n/c | 1 |
| 251 | IWR iShares Russell Mid-Cap ETF | 0.0% | $30.76M | 318.58K | n/a | n/c | 1 |
| 252 | ASML ASML Holding N.V. | 0.0% | $30.12M | 25.46K | n/a | n/c | 1 |
| 253 | UNP Union Pacific Corporation | 0.0% | $29.92M | 128.49K | n/a | n/c | 1 |
| 254 | NEE NextEra Energy, Inc. | 0.0% | $29.88M | 333.63K | n/a | n/c | 1 |
| 255 | PAVE Global X - U.S.… | 0.0% | $29.87M | 624.95K | n/a | n/c | 1 |
| 256 | GLW Corning Inc | 0.0% | $29.51M | 292.42K | n/a | n/c | 1 |
| 257 | CTSH Cognizant Technology… | 0.0% | $29.03M | 349.75K | n/a | n/c | 1 |
| 258 | ISRG Intuitive Surgical, Inc. | 0.0% | $28.95M | 51.05K | n/a | n/c | 1 |
| 259 | AFL Aflac Incorporated | 0.0% | $28.30M | 258.22K | n/a | n/c | 1 |
| 260 | XCEM Columbia EM Core ex-China… | 0.0% | $28.10M | 732.44K | n/a | n/c | 1 |
| 261 | BSCW INVESCO EXCH TRD SLF IDX FD | 0.0% | $28.01M | 1.34M | n/a | n/c | 1 |
| 262 | DHR Danaher Corporation | 0.0% | $28.00M | 110.68K | n/a | n/c | 1 |
| 263 | KR The Kroger Co. | 0.0% | $27.83M | 445.37K | n/a | n/c | 1 |
| 264 | WAB Westinghouse Air Brake… | 0.0% | $27.67M | 129.63K | n/a | n/c | 1 |
| 265 | DIS The Walt Disney Company | 0.0% | $27.66M | 240.97K | n/a | n/c | 1 |
| 266 | VGLT Vanguard Long-Term Treasury… | 0.0% | $27.65M | 494.91K | n/a | n/c | 1 |
| 267 | STT State Street Corporation | 0.0% | $26.69M | 206.92K | n/a | n/c | 1 |
| 268 | IVE iShares S&P 500 Value ETF | 0.0% | $26.62M | 152.50K | n/a | n/c | 1 |
| 269 | NKE NIKE, Inc. | 0.0% | $26.58M | 471.56K | n/a | n/c | 1 |
| 270 | PFFD GLOBAL X FDS | 0.0% | $26.50M | 1.40M | n/a | n/c | 1 |
| 271 | TXN Texas Instruments… | 0.0% | $26.42M | 167.04K | n/a | n/c | 1 |
| 272 | PGR The Progressive Corporation | 0.0% | $26.27M | 115.37K | n/a | n/c | 1 |
| 273 | OEF iShares S&P 100 ETF | 0.0% | $26.21M | 76.41K | n/a | n/c | 1 |
| 274 | JPST JPMorgan Ultra-Short Income… | 0.0% | $26.04M | 330.06K | n/a | n/c | 1 |
| 275 | SPTL State Street SPDR Portfolio… | 0.0% | $25.87M | 977.36K | n/a | n/c | 1 |
| 276 | BKNG Booking Holdings Inc. | 0.0% | $25.86M | 45.04K | n/a | n/c | 1 |
| 277 | RH Rh | 0.0% | $25.63M | 205.36K | n/a | n/c | 1 |
| 278 | COP ConocoPhillips | 0.0% | $25.60M | 274.32K | n/a | n/c | 1 |
| 279 | DUK Duke Energy Corporation | 0.0% | $25.38M | 216.51K | n/a | n/c | 1 |
| 280 | TT Trane Technologies plc | 0.0% | $25.33M | 67.63K | n/a | n/c | 1 |
| 281 | SHW The Sherwin-Williams Company | 0.0% | $25.31M | 83.39K | n/a | n/c | 1 |
| 282 | XLU State Street Utilities… | 0.0% | $25.00M | 585.16K | n/a | n/c | 1 |
| 283 | KTOS Kratos Defense & Security… | 0.0% | $24.99M | 329.21K | n/a | n/c | 1 |
| 284 | PLD Prologis, Inc. | 0.0% | $24.96M | 195.48K | n/a | n/c | 1 |
| 285 | DVY iShares Select Dividend ETF | 0.0% | $24.66M | 179.48K | n/a | n/c | 1 |
| 286 | WDC Western Digital Corporation | 0.0% | $24.58M | 142.68K | n/a | n/c | 1 |
| 287 | ED Consolidated Edison, Inc. | 0.0% | $24.30M | 244.68K | n/a | n/c | 1 |
| 288 | HOOD Robinhood Markets, Inc. | 0.0% | $24.25M | 214.45K | n/a | n/c | 1 |
| 289 | NVS Novartis AG | 0.0% | $24.08M | 156.16K | n/a | n/c | 1 |
| 290 | SPYV State Street SPDR Portfolio… | 0.0% | $23.98M | 422.11K | n/a | n/c | 1 |
| 291 | VOX Vanguard Communication… | 0.0% | $23.97M | 123.78K | n/a | n/c | 1 |
| 292 | BMY Bristol-Myers Squibb Company | 0.0% | $23.95M | 460.92K | n/a | n/c | 1 |
| 293 | WELL Welltower Inc. | 0.0% | $23.94M | 128.99K | n/a | n/c | 1 |
| 294 | LDOS Leidos Holdings, Inc. | 0.0% | $23.83M | 132.12K | n/a | n/c | 1 |
| 295 | ADI Analog Devices, Inc. | 0.0% | $23.49M | 88.84K | n/a | n/c | 1 |
| 296 | SCZ iShares MSCI EAFE Small-Cap… | 0.0% | $23.43M | 302.17K | n/a | n/c | 1 |
| 297 | CVLC MORGAN STANLEY ETF TRUST | 0.0% | $23.42M | 278.00K | n/a | n/c | 1 |
| 298 | INTU Intuit Inc. | 0.0% | $23.41M | 35.34K | n/a | n/c | 1 |
| 299 | BA The Boeing Company | 0.0% | $23.40M | 107.76K | n/a | n/c | 1 |
| 300 | DFAX Dimensional World ex U.S.… | 0.0% | $23.23M | 709.72K | n/a | n/c | 1 |
| 301 | MCK McKesson Corporation | 0.0% | $23.03M | 29.91K | n/a | n/c | 1 |
| 302 | DOV Dover Corporation | 0.0% | $22.97M | 117.67K | n/a | n/c | 1 |
| 303 | EFV iShares MSCI EAFE Value ETF | 0.0% | $22.82M | 319.60K | n/a | n/c | 1 |
| 304 | VWOB Vanguard Emerging Markets… | 0.0% | $22.82M | 338.37K | n/a | n/c | 1 |
| 305 | WRD WeRide Inc. | 0.0% | $22.68M | 2.61M | n/a | n/c | 1 |
| 306 | AEP American Electric Power… | 0.0% | $22.61M | 198.85K | n/a | n/c | 1 |
| 307 | ORKA Oruka Therapeutics, Inc. | 0.0% | $22.59M | 745.28K | n/a | n/c | 1 |
| 308 | TMO Thermo Fisher Scientific… | 0.0% | $22.54M | 38.90K | n/a | n/c | 1 |
| 309 | TJUL INNOVATOR ETFS TRUST | 0.0% | $22.37M | 756.11K | n/a | n/c | 1 |
| 310 | DE Deere & Company | 0.0% | $22.35M | 48.01K | n/a | n/c | 1 |
| 311 | GM General Motors Company | 0.0% | $22.34M | 274.68K | n/a | n/c | 1 |
| 312 | IBMT ISHARES TR | 0.0% | $22.15M | 853.40K | n/a | n/c | 1 |
| 313 | SCHZ Schwab U.S. Aggregate Bond… | 0.0% | $21.95M | 939.30K | n/a | n/c | 1 |
| 314 | PCAR PACCAR Inc | 0.0% | $21.92M | 200.18K | n/a | n/c | 1 |
| 315 | BLK BlackRock, Inc. | 0.0% | $21.89M | 20.45K | n/a | n/c | 1 |
| 316 | BNDW VANGUARD SCOTTSDALE FDS | 0.0% | $21.83M | 317.50K | n/a | n/c | 1 |
| 317 | SO The Southern Company | 0.0% | $21.77M | 249.67K | n/a | n/c | 1 |
| 318 | EW Edwards Lifesciences… | 0.0% | $21.46M | 251.73K | n/a | n/c | 1 |
| 319 | ULTA Ulta Beauty, Inc. | 0.0% | $21.42M | 35.40K | n/a | n/c | 1 |
| 320 | AVXC AMERICAN CENTY ETF TR | 0.0% | $21.31M | 334.10K | n/a | n/c | 1 |
| 321 | EVRG Evergy, Inc. | 0.0% | $21.21M | 292.63K | n/a | n/c | 1 |
| 322 | LIN Linde plc | 0.0% | $21.19M | 49.69K | n/a | n/c | 1 |
| 323 | VFH Vanguard Financials ETF | 0.0% | $20.81M | 155.90K | n/a | n/c | 1 |
| 324 | NOW ServiceNow, Inc. | 0.0% | $20.59M | 133.17K | n/a | n/c | 1 |
| 325 | TDY Teledyne Technologies… | 0.0% | $20.56M | 41.09K | n/a | n/c | 1 |
| 326 | NDAQ Nasdaq, Inc. | 0.0% | $20.39M | 210.73K | n/a | n/c | 1 |
| 327 | VONE Vanguard Russell 1000 ETF | 0.0% | $20.32M | 65.74K | n/a | n/c | 1 |
| 328 | ZM Zoom Communications, Inc. | 0.0% | $20.27M | 234.86K | n/a | n/c | 1 |
| 329 | URI United Rentals, Inc. | 0.0% | $20.18M | 24.93K | n/a | n/c | 1 |
| 330 | FOXA Fox Corporation | 0.0% | $20.16M | 275.90K | n/a | n/c | 1 |
| 331 | PFE Pfizer Inc. | 0.0% | $20.15M | 809.05K | n/a | n/c | 1 |
| 332 | UPS United Parcel Service, Inc. | 0.0% | $19.94M | 201.07K | n/a | n/c | 1 |
| 333 | UBER Uber Technologies, Inc. | 0.0% | $19.88M | 243.27K | n/a | n/c | 1 |
| 334 | ADBE Adobe Inc. | 0.0% | $19.64M | 60.12K | n/a | n/c | 1 |
| 335 | ECL Ecolab Inc. | 0.0% | $19.43M | 74.43K | n/a | n/c | 1 |
| 336 | GUNR FlexShares Morningstar… | 0.0% | $19.35M | 422.13K | n/a | n/c | 1 |
| 337 | FNCL FIDELITY COVINGTON TRUST | 0.0% | $19.32M | 248.47K | n/a | n/c | 1 |
| 338 | PRF Invesco RAFI US 1000 ETF | 0.0% | $19.23M | 409.92K | n/a | n/c | 1 |
| 339 | IAGG iShares Core International… | 0.0% | $19.18M | 383.46K | n/a | n/c | 1 |
| 340 | EEM iShares MSCI Emerging… | 0.0% | $18.98M | 347.00K | n/a | n/c | 1 |
| 341 | SMMV ISHARES TR | 0.0% | $18.94M | 437.13K | n/a | n/c | 1 |
| 342 | VCR Vanguard Consumer… | 0.0% | $18.86M | 47.88K | n/a | n/c | 1 |
| 343 | VOE Vanguard Morningstar… | 0.0% | $18.86M | 106.31K | n/a | n/c | 1 |
| 344 | CME CME Group Inc. | 0.0% | $18.80M | 68.85K | n/a | n/c | 1 |
| 345 | EFG iShares MSCI EAFE Growth ETF | 0.0% | $18.74M | 164.52K | n/a | n/c | 1 |
| 346 | GSLC Goldman Sachs ActiveBeta… | 0.0% | $18.56M | 140.18K | n/a | n/c | 1 |
| 347 | CINF Cincinnati Financial… | 0.0% | $18.46M | 113.03K | n/a | n/c | 1 |
| 348 | EXPE Expedia Group, Inc. | 0.0% | $18.43M | 65.04K | n/a | n/c | 1 |
| 349 | HON Honeywell International Inc. | 0.0% | $18.39M | 93.50K | n/a | n/c | 1 |
| 350 | DGRO iShares Core Dividend… | 0.0% | $18.33M | 264.10K | n/a | n/c | 1 |
| 351 | DIVO Amplify CWP Enhanced… | 0.0% | $18.29M | 410.94K | n/a | n/c | 1 |
| 352 | XLP State Street Consumer… | 0.0% | $18.26M | 235.02K | n/a | n/c | 1 |
| 353 | CPK Chesapeake Utilities… | 0.0% | $18.21M | 145.94K | n/a | n/c | 1 |
| 354 | XLG Invesco S&P 500 Top 50 ETF | 0.0% | $18.19M | 306.78K | n/a | n/c | 1 |
| 355 | ITW Illinois Tool Works Inc. | 0.0% | $17.77M | 72.15K | n/a | n/c | 1 |
| 356 | DAL Delta Air Lines, Inc. | 0.0% | $17.71M | 255.13K | n/a | n/c | 1 |
| 357 | MLI Mueller Industries, Inc. | 0.0% | $17.70M | 154.15K | n/a | n/c | 1 |
| 358 | DHI D.R. Horton, Inc. | 0.0% | $17.65M | 315.56K | n/a | n/c | 1 |
| 359 | VICI VICI Properties Inc. | 0.0% | $17.54M | 623.59K | n/a | n/c | 1 |
| 360 | AMP Ameriprise Financial, Inc. | 0.0% | $17.50M | 35.69K | n/a | n/c | 1 |
| 361 | SBUX Starbucks Corporation | 0.0% | $17.50M | 206.21K | n/a | n/c | 1 |
| 362 | MDY State Street SPDR S&P… | 0.0% | $17.36M | 28.77K | n/a | n/c | 1 |
| 363 | VDE Vanguard Energy ETF | 0.0% | $17.34M | 137.66K | n/a | n/c | 1 |
| 364 | MDYV State Street SPDR S&P 400… | 0.0% | $17.21M | 203.27K | n/a | n/c | 1 |
| 365 | FHLC Fidelity MSCI Health Care… | 0.0% | $17.18M | 231.34K | n/a | n/c | 1 |
| 366 | MINT PIMCO Enhanced Short… | 0.0% | $17.02M | 169.62K | n/a | n/c | 1 |
| 367 | DGX Quest Diagnostics… | 0.0% | $16.94M | 97.63K | n/a | n/c | 1 |
| 368 | RMD ResMed Inc. | 0.0% | $16.84M | 69.91K | n/a | n/c | 1 |
| 369 | FCOM FIDELITY COVINGTON TRUST | 0.0% | $16.77M | 228.88K | n/a | n/c | 1 |
| 370 | USB U.S. Bancorp | 0.0% | $16.67M | 311.97K | n/a | n/c | 1 |
| 371 | IUSB iShares Core Universal USD… | 0.0% | $16.59M | 356.56K | n/a | n/c | 1 |
| 372 | BSCT Invesco BulletShares 2029… | 0.0% | $16.55M | 878.49K | n/a | n/c | 1 |
| 373 | SPMO Invesco S&P 500 Momentum ETF | 0.0% | $16.28M | 136.42K | n/a | n/c | 1 |
| 374 | EXLS ExlService Holdings, Inc. | 0.0% | $16.16M | 380.66K | n/a | n/c | 1 |
| 375 | CL Colgate-Palmolive Company | 0.0% | $16.08M | 173.07K | n/a | n/c | 1 |
| 376 | HSBC HSBC Holdings plc | 0.0% | $16.03M | 203.76K | n/a | n/c | 1 |
| 377 | GIS General Mills, Inc. | 0.0% | $15.99M | 339.60K | n/a | n/c | 1 |
| 378 | MEDP Medpace Holdings, Inc. | 0.0% | $15.76M | 28.06K | n/a | n/c | 1 |
| 379 | EMB iShares J.P. Morgan USD… | 0.0% | $15.64M | 162.47K | n/a | n/c | 1 |
| 380 | CLS Celestica Inc. | 0.0% | $15.63M | 52.88K | n/a | n/c | 1 |
| 381 | L Loews Corporation | 0.0% | $15.54M | 147.53K | n/a | n/c | 1 |
| 382 | SDY State Street SPDR S&P… | 0.0% | $15.43M | 110.53K | n/a | n/c | 1 |
| 383 | CMCSA Comcast Corporation | 0.0% | $15.35M | 513.43K | n/a | n/c | 1 |
| 384 | SHY iShares 1-3 Year Treasury… | 0.0% | $15.28M | 184.46K | n/a | n/c | 1 |
| 385 | DFAU Dimensional - US Core… | 0.0% | $15.21M | 325.10K | n/a | n/c | 1 |
| 386 | PRIM Primoris Services… | 0.0% | $15.11M | 121.70K | n/a | n/c | 1 |
| 387 | IBIT iShares Bitcoin Trust ETF | 0.0% | $15.11M | 304.23K | n/a | n/c | 1 |
| 388 | NSC Norfolk Southern Corporation | 0.0% | $14.97M | 51.87K | n/a | n/c | 1 |
| 389 | RSG Republic Services, Inc. | 0.0% | $14.81M | 69.88K | n/a | n/c | 1 |
| 390 | ONDS Ondas Holdings Inc. | 0.0% | $14.76M | 1.51M | n/a | n/c | 1 |
| 391 | LEVI Levi Strauss & Co. | 0.0% | $14.74M | 710.68K | n/a | n/c | 1 |
| 392 | MMM 3M Company | 0.0% | $14.68M | 89.41K | n/a | n/c | 1 |
| 393 | VT Vanguard Total World Stock… | 0.0% | $14.61M | 103.56K | n/a | n/c | 1 |
| 394 | DIA State Street SPDR Dow Jones… | 0.0% | $14.58M | 30.34K | n/a | n/c | 1 |
| 395 | ITA iShares U.S. Aerospace &… | 0.0% | $14.52M | 67.63K | n/a | n/c | 1 |
| 396 | MAR Marriott International, Inc. | 0.0% | $14.52M | 46.79K | n/a | n/c | 1 |
| 397 | NTRA Natera, Inc. | 0.0% | $14.39M | 62.81K | n/a | n/c | 1 |
| 398 | SAN Banco Santander, S.A. | 0.0% | $14.34M | 1.22M | n/a | n/c | 1 |
| 399 | PNC The PNC Financial Services… | 0.0% | $14.31M | 68.54K | n/a | n/c | 1 |
| 400 | PSX Phillips 66 | 0.0% | $14.30M | 110.83K | n/a | n/c | 1 |
| 401 | VDC Vanguard Consumer Staples… | 0.0% | $14.30M | 67.68K | n/a | n/c | 1 |
| 402 | EMXC iShares MSCI Emerging… | 0.0% | $14.20M | 195.38K | n/a | n/c | 1 |
| 403 | FCX Freeport-McMoRan Inc. | 0.0% | $14.11M | 277.80K | n/a | n/c | 1 |
| 404 | ABNB Airbnb, Inc. | 0.0% | $14.10M | 103.92K | n/a | n/c | 1 |
| 405 | FIX Comfort Systems USA, Inc. | 0.0% | $14.05M | 15.06K | n/a | n/c | 1 |
| 406 | NUE Nucor Corporation | 0.0% | $14.01M | 118.86K | n/a | n/c | 1 |
| 407 | CEG Constellation Energy… | 0.0% | $13.88M | 39.28K | n/a | n/c | 1 |
| 408 | WM Waste Management, Inc. | 0.0% | $13.81M | 62.85K | n/a | n/c | 1 |
| 409 | WRB W. R. Berkley Corporation | 0.0% | $13.52M | 192.87K | n/a | n/c | 1 |
| 410 | BBVA Banco Bilbao Vizcaya… | 0.0% | $13.52M | 579.95K | n/a | n/c | 1 |
| 411 | PKG Packaging Corporation of… | 0.0% | $13.43M | 65.13K | n/a | n/c | 1 |
| 412 | TEAM Atlassian Corporation | 0.0% | $13.39M | 85.47K | n/a | n/c | 1 |
| 413 | SPGI S&P Global Inc. | 0.0% | $13.35M | 25.54K | n/a | n/c | 1 |
| 414 | MPC Marathon Petroleum… | 0.0% | $13.31M | 81.86K | n/a | n/c | 1 |
| 415 | CSX CSX Corporation | 0.0% | $13.28M | 366.43K | n/a | n/c | 1 |
| 416 | APD Air Products and Chemicals… | 0.0% | $13.28M | 43.19K | n/a | n/c | 1 |
| 417 | SHEL Shell plc | 0.0% | $13.25M | 747.34K | n/a | n/c | 1 |
| 418 | IGSB iShares 1-5 Year Investment… | 0.0% | $13.24M | 250.42K | n/a | n/c | 1 |
| 419 | CI Cigna Corporation | 0.0% | $13.18M | 47.87K | n/a | n/c | 1 |
| 420 | CNC Centene Corp. | 0.0% | $13.17M | 319.97K | n/a | n/c | 1 |
| 421 | SAP SAP SE | 0.0% | $13.15M | 54.13K | n/a | n/c | 1 |
| 422 | UTHR United Therapeutics… | 0.0% | $13.13M | 26.95K | n/a | n/c | 1 |
| 423 | TMUS T-Mobile US, Inc. | 0.0% | $12.99M | 64.00K | n/a | n/c | 1 |
| 424 | DEF INVESCO EXCH TRD SLF IDX FD | 0.0% | $12.97M | 144.22K | n/a | n/c | 1 |
| 425 | TFLO iShares Treasury Floating… | 0.0% | $12.93M | 256.30K | n/a | n/c | 1 |
| 426 | CBRE CBRE Group, Inc. | 0.0% | $12.93M | 80.39K | n/a | n/c | 1 |
| 427 | FOX Fox Corporation | 0.0% | $12.92M | 199.00K | n/a | n/c | 1 |
| 428 | GWRE Guidewire Software, Inc. | 0.0% | $12.89M | 64.15K | n/a | n/c | 1 |
| 429 | SCHV Schwab U.S. Large-Cap Value… | 0.0% | $12.89M | 435.36K | n/a | n/c | 1 |
| 430 | WMB The Williams Companies, Inc. | 0.0% | $12.80M | 212.90K | n/a | n/c | 1 |
| 431 | PFF iShares Preferred and… | 0.0% | $12.72M | 410.90K | n/a | n/c | 1 |
| 432 | HYG iShares iBoxx $ High Yield… | 0.0% | $12.67M | 157.11K | n/a | n/c | 1 |
| 433 | HYD VanEck High Yield Muni ETF | 0.0% | $12.59M | 246.23K | n/a | n/c | 1 |
| 434 | DFSU DIMENSIONAL ETF TRUST | 0.0% | $12.58M | 289.76K | n/a | n/c | 1 |
| 435 | MSI Motorola Solutions, Inc. | 0.0% | $12.52M | 32.66K | n/a | n/c | 1 |
| 436 | PCG PG&E Corporation | 0.0% | $12.49M | 777.39K | n/a | n/c | 1 |
| 437 | VST Vistra Corp. | 0.0% | $12.32M | 76.37K | n/a | n/c | 1 |
| 438 | EIX Edison International | 0.0% | $12.31M | 205.05K | n/a | n/c | 1 |
| 439 | SMLF iShares U.S. Small-Cap… | 0.0% | $12.29M | 164.09K | n/a | n/c | 1 |
| 440 | SPTS State Street SPDR Portfolio… | 0.0% | $12.26M | 418.79K | n/a | n/c | 1 |
| 441 | MRSH Marsh & McLennan Companies… | 0.0% | $12.10M | 65.24K | n/a | n/c | 1 |
| 442 | FAST Fastenal Company | 0.0% | $12.06M | 300.51K | n/a | n/c | 1 |
| 443 | ACWV iShares MSCI Global Min Vol… | 0.0% | $11.97M | 100.83K | n/a | n/c | 1 |
| 444 | NULG Nuveen ESG Large-Cap Growth | 0.0% | $11.95M | 127.75K | n/a | n/c | 1 |
| 445 | NOBL ProShares - S&P 500… | 0.0% | $11.94M | 123.23K | n/a | n/c | 1 |
| 446 | AZN AstraZeneca PLC | 0.0% | $11.83M | 129.28K | n/a | n/c | 1 |
| 447 | KMB Kimberly-Clark Corporation | 0.0% | $11.83M | 119.71K | n/a | n/c | 1 |
| 448 | PWR Quanta Services, Inc. | 0.0% | $11.80M | 27.97K | n/a | n/c | 1 |
| 449 | AVSU AMERICAN CENTY ETF TR | 0.0% | $11.69M | 153.24K | n/a | n/c | 1 |
| 450 | REGN Regeneron Pharmaceuticals… | 0.0% | $11.68M | 15.14K | n/a | n/c | 1 |
| 451 | GRMN Garmin Ltd. | 0.0% | $11.64M | 57.41K | n/a | n/c | 1 |
| 452 | HST Host Hotels & Resorts, Inc. | 0.0% | $11.59M | 653.83K | n/a | n/c | 1 |
| 453 | TIP iShares TIPS Bond ETF | 0.0% | $11.57M | 105.25K | n/a | n/c | 1 |
| 454 | EPD Enterprise Products… | 0.0% | $11.54M | 359.83K | n/a | n/c | 1 |
| 455 | AVUV Avantis U.S. Small Cap… | 0.0% | $11.54M | 113.11K | n/a | n/c | 1 |
| 456 | JEF Jefferies Financial Group… | 0.0% | $11.51M | 185.79K | n/a | n/c | 1 |
| 457 | FIDU FIDELITY COVINGTON TRUST | 0.0% | $11.43M | 138.54K | n/a | n/c | 1 |
| 458 | VBK Vanguard Morningstar… | 0.0% | $11.40M | 37.73K | n/a | n/c | 1 |
| 459 | TGT Target Corporation | 0.0% | $11.34M | 116.03K | n/a | n/c | 1 |
| 460 | SSNC SS&C Technologies Holdings… | 0.0% | $11.22M | 128.40K | n/a | n/c | 1 |
| 461 | CVS CVS Health Corp. | 0.0% | $11.20M | 141.14K | n/a | n/c | 1 |
| 462 | VOT Vanguard Morningstar… | 0.0% | $10.98M | 39.32K | n/a | n/c | 1 |
| 463 | SHOP Shopify Inc. | 0.0% | $10.96M | 68.08K | n/a | n/c | 1 |
| 464 | MCO Moody's Corporation | 0.0% | $10.94M | 21.41K | n/a | n/c | 1 |
| 465 | CDNS Cadence Design Systems, Inc. | 0.0% | $10.86M | 43.30K | n/a | n/c | 1 |
| 466 | TFC Truist Financial Corporation | 0.0% | $10.70M | 217.36K | n/a | n/c | 1 |
| 467 | LEN Lennar Corporation | 0.0% | $10.68M | 82.23K | n/a | n/c | 1 |
| 468 | PEG Public Service Enterprise… | 0.0% | $10.66M | 132.81K | n/a | n/c | 1 |
| 469 | NVR NVR, Inc. | 0.0% | $10.66M | 1.46K | n/a | n/c | 1 |
| 470 | VIGI Vanguard International… | 0.0% | $10.65M | 116.48K | n/a | n/c | 1 |
| 471 | COR Cencora, Inc. | 0.0% | $10.61M | 31.42K | n/a | n/c | 1 |
| 472 | EXAS Exact Sciences Corporation | 0.0% | $10.40M | 102.42K | n/a | n/c | 1 |
| 473 | IYW iShares U.S. Technology ETF | 0.0% | $10.39M | 52.04K | n/a | n/c | 1 |
| 474 | STX Seagate Technology Holdings… | 0.0% | $10.39M | 37.71K | n/a | n/c | 1 |
| 475 | CRWD CrowdStrike Holdings, Inc. | 0.0% | $10.36M | 22.10K | n/a | n/c | 1 |
| 476 | FNDX Schwab Fundamental U.S.… | 0.0% | $10.34M | 380.19K | n/a | n/c | 1 |
| 477 | RS Reliance Steel & Aluminum… | 0.0% | $10.33M | 35.77K | n/a | n/c | 1 |
| 478 | TM Toyota Motor Corporation | 0.0% | $10.33M | 48.27K | n/a | n/c | 1 |
| 479 | ROST Ross Stores, Inc. | 0.0% | $10.32M | 57.27K | n/a | n/c | 1 |
| 480 | BSJU INVESCO EXCH TRD SLF IDX FD | 0.0% | $10.29M | 394.06K | n/a | n/c | 1 |
| 481 | IJS iShares S&P Small-Cap 600… | 0.0% | $10.18M | 89.49K | n/a | n/c | 1 |
| 482 | BSJQ INVESCO EXCH TRD SLF IDX FD | 0.0% | $10.17M | 435.71K | n/a | n/c | 1 |
| 483 | BSJS INVESCO EXCH TRD SLF IDX FD | 0.0% | $10.15M | 461.49K | n/a | n/c | 1 |
| 484 | VRSN VeriSign, Inc. | 0.0% | $10.15M | 41.79K | n/a | n/c | 1 |
| 485 | CHD Church & Dwight Co., Inc. | 0.0% | $10.15M | 120.73K | n/a | n/c | 1 |
| 486 | BSJT INVESCO EXCH TRD SLF IDX FD | 0.0% | $10.10M | 469.46K | n/a | n/c | 1 |
| 487 | TLT iShares 20+ Year Treasury… | 0.0% | $10.07M | 117.08K | n/a | n/c | 1 |
| 488 | DASH DoorDash, Inc. | 0.0% | $10.03M | 44.30K | n/a | n/c | 1 |
| 489 | BSJR INVESCO EXCH TRD SLF IDX FD | 0.0% | $10.02M | 442.88K | n/a | n/c | 1 |
| 490 | XLB State Street Materials… | 0.0% | $9.99M | 220.23K | n/a | n/c | 1 |
| 491 | CLF Cleveland-Cliffs Inc. | 0.0% | $9.87M | 743.35K | n/a | n/c | 1 |
| 492 | CMG Chipotle Mexican Grill, Inc. | 0.0% | $9.86M | 266.48K | n/a | n/c | 1 |
| 493 | BSX Boston Scientific… | 0.0% | $9.84M | 102.98K | n/a | n/c | 1 |
| 494 | FTNT Fortinet, Inc. | 0.0% | $9.70M | 122.14K | n/a | n/c | 1 |
| 495 | JBHT J.B. Hunt Transport… | 0.0% | $9.69M | 49.87K | n/a | n/c | 1 |
| 496 | BSCV INVESCO EXCH TRD SLF IDX FD | 0.0% | $9.59M | 574.55K | n/a | n/c | 1 |
| 497 | LNG Cheniere Energy, Inc. | 0.0% | $9.51M | 48.92K | n/a | n/c | 1 |
| 498 | TRMB Trimble Inc. | 0.0% | $9.47M | 120.83K | n/a | n/c | 1 |
| 499 | IWO iShares Russell 2000 Growth… | 0.0% | $9.46M | 29.28K | n/a | n/c | 1 |
| 500 | GSK GSK plc | 0.0% | $9.45M | 160.88K | n/a | n/c | 1 |
Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
Antigüedad de la posición
27960–1 trimestres
Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.
Gestores similares
| Gestor | Posiciones comunes | Superposición de nombres | Similitud ponderada | |
|---|---|---|---|---|
| Cerity Partners LLC | 2694 | 66.0% | 0.5642 | Comparar ⇄ |
| Raymond James Financial Inc | 3044 | 53.8% | 0.5587 | Comparar ⇄ |
| Focus Partners Wealth | 2164 | 53.3% | 0.4841 | Comparar ⇄ |
| Corient Private Wealth LP | 2435 | 60.1% | 0.4752 | Comparar ⇄ |
| Mariner, LLC | 2623 | 59.9% | 0.4405 | Comparar ⇄ |
| Captrust Financial Advisors | 2581 | 63.0% | 0.4377 | Comparar ⇄ |
| Wealth Enhancement Advisory Services… | 2993 | 67.5% | 0.4158 | Comparar ⇄ |
| Bank Of America Corp /De/ | 3353 | 59.4% | 0.3856 | Comparar ⇄ |
Similitud basada solo en posiciones largas reportadas; las coberturas y los activos fuera del 13F son invisibles. Metodología
Historial de declaraciones
Aug 19 2026
13F-HR/A · período Q2 2026
$80.93B · 3,717 posiciones listadas · enmienda (restatement) · Ver presentación original ante la SEC ↗
Aug 11 2026
13F-HR · período Q2 2026
$80.04B · 6,168 posiciones listadas · Ver presentación original ante la SEC ↗
May 15 2026
13F-HR · período Q1 2026
$67.58B · 3,217 posiciones listadas · Ver presentación original ante la SEC ↗
Feb 18 2026
13F-HR · período Q4 2025
$65.60B · 2,840 posiciones listadas · Ver presentación original ante la SEC ↗
Nov 14 2025
13F-HR · período Q3 2025
$59.91B · 2,633 posiciones listadas · Ver presentación original ante la SEC ↗
Aug 14 2025
13F-HR · período Q2 2025
$49.10B · 2,249 posiciones listadas · Ver presentación original ante la SEC ↗
Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits.
Período de reporte: Q4 2025 · última presentación Aug 19, 2026 ·
Metodología de cambios