Histórico do gestor · trimestre arquivado
Mercer Global Advisors Inc /Adv
Denver, CO · CIK 853758 · Registros EDGAR ↗
$65.60BValor reportado no 13F
2,840Posições
36.1%Peso do top-10
56.10Participações efetivas
n/aRotatividade est.
+0Novo
−0Saídas
O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão. Nenhum arquivamento anterior comparável; colunas de variação indisponíveis neste trimestre.
Exposição setorial
Serviços Financeiros
75.3%
Tecnologia
10.5%
Consumo Cíclico
2.7%
Saúde
2.6%
Serviços de Comunicação
2.6%
Indústria
2.3%
Consumo Defensivo
1.3%
Energia
1.0%
Utilidades
0.6%
Imóveis
0.6%
Materiais Básicos
0.6%
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q4 2025
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 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 |
Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
Idade da posição
27960–1 trimestres
Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.
Gestores similares
| Gestor | Posições comuns | Sobreposição de nomes | Similaridade ponderada | |
|---|---|---|---|---|
| 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 ⇄ |
Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia
Histórico de registros
Aug 19 2026
13F-HR/A · período Q2 2026
$80.93B · 3,717 posições listadas · emenda (restatement) · Ver filing original na SEC ↗
Aug 11 2026
13F-HR · período Q2 2026
$80.04B · 6,168 posições listadas · Ver filing original na SEC ↗
May 15 2026
13F-HR · período Q1 2026
$67.58B · 3,217 posições listadas · Ver filing original na SEC ↗
Feb 18 2026
13F-HR · período Q4 2025
$65.60B · 2,840 posições listadas · Ver filing original na SEC ↗
Nov 14 2025
13F-HR · período Q3 2025
$59.91B · 2,633 posições listadas · Ver filing original na SEC ↗
Aug 14 2025
13F-HR · período Q2 2025
$49.10B · 2,249 posições listadas · Ver filing original na SEC ↗
Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos.
Período de referência: Q4 2025 · último registro Aug 19, 2026 ·
Metodologia de variação