운용사 기록 · 과거 분기 (아카이브)

Mml Investors Services, Llc

Springfield, MA · CIK 701059 · EDGAR 공시 ↗

Q2 2026 Q1 2026 Q4 2025 변동 ⇄

$36.06B보고된 13F 가치

2,995포지션

15.7%상위 10개 비중

189.40유효 보유 종목

4.5%추정 회전율

+190신규

−222청산

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

분기별 보고 가치 Q4 2025 → Q2 2026

섹터 익스포저

금융 서비스 69.9% (+0.2pp)

기술 10.7% (-0.5pp)

커뮤니케이션 서비스 3.5% (-0.1pp)

산업재 3.4% (+0.3pp)

경기소비재 3.4% (-0.3pp)

헬스케어 3.3% (-0.1pp)

필수소비재 2.0% (+0.1pp)

에너지 1.6% (+0.5pp)

유틸리티 1.0% (+0.1pp)

기초소재 0.7% (+0.1pp)

부동산 0.6% (+0.0pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q1 2026

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	IVV iShares Core S&P 500 ETF	3.3%	$1.19B	1.82M	-1.4%	▼ Trim	2
2	NVDA NVIDIA Corporation	1.9%	$676.96M	3.88M	+1.7%	▲ Add	2
3	AAPL Apple Inc.	1.8%	$652.42M	2.57M	-7.5%	▼ Trim	2
4	MSFT Microsoft Corporation	1.4%	$498.66M	1.35M	-6.2%	▼ Trim	2
5	VEA Vanguard FTSE Developed…	1.4%	$487.02M	7.60M	-8.9%	▼ Trim	2
6	AMZN Amazon.com, Inc.	1.2%	$442.62M	2.13M	-7.9%	▼ Trim	2
7	QQQ Invesco QQQ Trust, Series 1	1.2%	$436.88M	756.93K	-16.4%	▼ Trim	2
8	IEMG iShares Core MSCI Emerging…	1.2%	$434.04M	6.22M	-14.7%	▼ Trim	2
9	DYNF iShares U.S. Equity Factor…	1.2%	$421.05M	7.24M	-16.3%	▼ Trim	2
10	VOO Vanguard S&P 500 ETF	1.1%	$405.96M	679.38K	-15.2%	▼ Trim	2
11	SPY State Street SPDR S&P 500…	1.1%	$398.81M	613.23K	-16.1%	▼ Trim	2
12	IVW iShares S&P 500 Growth ETF	1.0%	$377.33M	3.34M	-8.5%	▼ Trim	2
13	GOOGL Alphabet Inc.	1.0%	$367.85M	1.28M	-13.3%	▼ Trim	2
14	IEFA iShares Core MSCI EAFE ETF	1.0%	$363.96M	4.02M	-2.1%	▼ Trim	2
15	IVE iShares S&P 500 Value ETF	1.0%	$363.41M	1.72M	-18.2%	▼ Trim	2
16	IUSB iShares Core Universal USD…	0.9%	$335.58M	7.27M	-2.3%	▼ Trim	2
17	EFV iShares MSCI EAFE Value ETF	0.8%	$292.73M	3.94M	-12.1%	▼ Trim	2
18	VUG Vanguard Morningstar Growth…	0.8%	$289.60M	663.01K	-14.3%	▼ Trim	2
19	QUAL iShares MSCI USA Quality…	0.8%	$271.92M	1.42M	-23.4%	▼ Trim	2
20	SCHG Schwab U.S. Large-Cap…	0.7%	$264.18M	9.07M	-22.7%	▼ Trim	2
21	META Meta Platforms, Inc.	0.7%	$258.89M	452.51K	-11.1%	▼ Trim	2
22	BDYN iShares Dynamic Equity…	0.7%	$252.31M	10.38M	-11.3%	▼ Trim	2
23	JPM JPMorgan Chase & Co.	0.6%	$233.93M	795.26K	-15.9%	▼ Trim	2
24	VTV Vanguard Morningstar Value…	0.6%	$230.19M	1.17M	-15.4%	▼ Trim	2
25	FELG Fidelity Enhanced Large Cap…	0.6%	$229.39M	6.12M	-3.5%	▼ Trim	2
26	DGRO iShares Core Dividend…	0.6%	$219.12M	3.12M	-12.6%	▼ Trim	2
27	MUB iShares National Muni Bond…	0.6%	$206.75M	1.95M	-4.0%	▼ Trim	2
28	AVGO Broadcom Inc.	0.6%	$204.26M	659.93K	-5.3%	▼ Trim	2
29	IWF iShares Russell 1000 Growth…	0.5%	$195.96M	459.57K	-12.8%	▼ Trim	2
30	IJH iShares Core S&P Mid-Cap ETF	0.5%	$195.60M	2.90M	-12.5%	▼ Trim	2
31	BND Vanguard Total Bond Market…	0.5%	$194.75M	2.64M	-5.0%	▼ Trim	2
32	GOOG Alphabet Inc.	0.5%	$183.31M	639.02K	-7.4%	▼ Trim	2
33	CGDV Capital Group Dividend…	0.5%	$181.72M	4.27M	-13.2%	▼ Trim	2
34	BAI iShares A.I. Innovation and…	0.5%	$172.41M	5.23M	+0.9%	▲ Add	2
35	EFG iShares MSCI EAFE Growth ETF	0.5%	$171.66M	1.54M	+294.8%	▲ Add	2
36	SCHD Schwab U.S. Dividend Equity…	0.5%	$164.71M	5.37M	-14.8%	▼ Trim	2
37	XLF State Street Financial…	0.4%	$161.55M	3.27M	-21.9%	▼ Trim	2
38	THRO iShares U.S. Thematic…	0.4%	$161.46M	4.46M	-3.1%	▼ Trim	2
39	VWO Vanguard FTSE Emerging…	0.4%	$157.47M	2.91M	-5.3%	▼ Trim	2
40	JEPI JPMorgan Equity Premium…	0.4%	$155.40M	2.74M	-10.5%	▼ Trim	2
41	SPYM State Street SPDR Portfolio…	0.4%	$155.23M	2.03M	-15.6%	▼ Trim	2
42	XLK State Street Technology…	0.4%	$151.91M	1.14M	-14.7%	▼ Trim	2
43	BRK-B Berkshire Hathaway Inc.	0.4%	$150.80M	314.69K	+2.9%	▲ Add	2
44	MTUM iShares MSCI USA Momentum…	0.4%	$150.24M	626.01K	-9.9%	▼ Trim	2
45	IJR iShares Core S&P Small-Cap…	0.4%	$150.10M	1.21M	-10.8%	▼ Trim	2
46	GLD SPDR Gold Shares	0.4%	$148.35M	344.77K	-17.9%	▼ Trim	2
47	AVEM Avantis Emerging Markets…	0.4%	$147.74M	1.83M	-7.0%	▼ Trim	2
48	VTI Vanguard Morningstar Total…	0.4%	$146.25M	455.87K	-5.0%	▼ Trim	2
49	BDVL iShares Disciplined…	0.4%	$145.47M	5.90M	-18.9%	▼ Trim	2
50	GOVT iShares U.S. Treasury Bond…	0.4%	$142.47M	6.22M	+150.7%	▲ Add	2
51	LLY Eli Lilly and Company	0.4%	$139.11M	151.25K	-0.5%	▼ Trim	2
52	BINC iShares Flexible Income…	0.4%	$138.68M	2.67M	-6.7%	▼ Trim	2
53	RSP Invesco S&P 500 Equal…	0.4%	$138.54M	721.89K	+48.8%	▲ Add	2
54	TLH iShares 10-20 Year Treasury…	0.4%	$137.42M	1.36M	-26.3%	▼ Trim	2
55	AGG iShares Core U.S. Aggregate…	0.4%	$134.91M	1.36M	-13.2%	▼ Trim	2
56	MBB iShares MBS ETF	0.4%	$134.11M	1.41M	-19.1%	▼ Trim	2
57	TSLA Tesla, Inc.	0.4%	$131.56M	353.88K	-2.9%	▼ Trim	2
58	JIRE JPMorgan International…	0.4%	$130.94M	1.73M	-2.9%	▼ Trim	2
59	CGGR Capital Group Growth ETF	0.4%	$129.11M	3.21M	-11.8%	▼ Trim	2
60	TSM Taiwan Semiconductor…	0.4%	$127.14M	376.22K	-17.3%	▼ Trim	2
61	V Visa Inc.	0.4%	$126.79M	419.49K	-11.3%	▼ Trim	2
62	WMT Walmart Inc.	0.3%	$125.43M	1.01M	-14.0%	▼ Trim	2
63	ABBV AbbVie Inc.	0.3%	$119.96M	551.57K	-16.4%	▼ Trim	2
64	XONA.DE Exxon Mobil Corporation	0.3%	$118.03M	695.66K	-14.6%	▼ Trim	2
65	COST Costco Wholesale Corporation	0.3%	$116.56M	116.97K	-12.6%	▼ Trim	2
66	CGUS Capital Group Core Equity…	0.3%	$113.73M	2.96M	-14.0%	▼ Trim	2
67	SPYG State Street SPDR Portfolio…	0.3%	$109.71M	1.12M	+1.4%	▲ Add	2
68	NFLX Netflix, Inc.	0.3%	$108.56M	1.13M	+2.6%	▲ Add	2
69	LQD iShares iBoxx $ Investment…	0.3%	$108.53M	995.76K	-2.9%	▼ Trim	2
70	BLCR iShares Large Cap Core…	0.3%	$107.79M	2.63M	신규	New	1
71	VIG Vanguard Dividend…	0.3%	$106.08M	493.25K	-16.5%	▼ Trim	2
72	XLI State Street Industrial…	0.3%	$103.81M	641.89K	-14.7%	▼ Trim	2
73	WT WisdomTree, Inc.	0.3%	$102.76M	1.90M	-19.4%	▼ Trim	2
74	CVX Chevron Corporation	0.3%	$101.81M	492.08K	-6.2%	▼ Trim	2
75	BUFR FT Vest Laddered Buffer ETF	0.3%	$101.39M	3.00M	-17.2%	▼ Trim	2
76	IAU iShares Gold Trust	0.3%	$99.76M	1.13M	-46.3%	▼ Trim	2
77	SMH VanEck Semiconductor ETF	0.3%	$99.20M	258.73K	-7.8%	▼ Trim	2
78	VBK Vanguard Morningstar…	0.3%	$99.05M	327.72K	-11.9%	▼ Trim	2
79	FBND Fidelity Total Bond ETF	0.3%	$98.51M	2.16M	-12.5%	▼ Trim	2
80	SPDW State Street SPDR Portfolio…	0.3%	$98.35M	2.15M	+19.3%	▲ Add	2
81	VB Vanguard Morningstar…	0.3%	$98.31M	375.34K	-14.8%	▼ Trim	2
82	IWY iShares Russell Top 200…	0.3%	$98.11M	394.28K	+3.3%	▲ Add	2
83	IDEF iShares Defense Industrials…	0.3%	$96.72M	2.96M	신규	New	1
84	VO Vanguard Morningstar…	0.3%	$96.35M	335.50K	-12.6%	▼ Trim	2
85	CGGO Capital Group Global Growth…	0.3%	$94.00M	2.82M	-11.5%	▼ Trim	2
86	QQQM Invesco NASDAQ 100 ETF	0.3%	$92.87M	390.84K	-11.0%	▼ Trim	2
87	RDVY First Trust Rising Dividend…	0.3%	$92.71M	1.36M	-9.3%	▼ Trim	2
88	HD The Home Depot, Inc.	0.2%	$88.83M	270.08K	-16.7%	▼ Trim	2
89	PM Philip Morris International…	0.2%	$88.41M	534.69K	-19.7%	▼ Trim	2
90	CAT Caterpillar Inc.	0.2%	$87.51M	123.53K	-17.1%	▼ Trim	2
91	RTX RTX Corporation	0.2%	$86.86M	450.28K	+8.3%	▲ Add	2
92	COWZ Pacer US Cash Cows 100 ETF	0.2%	$85.87M	1.37M	-19.2%	▼ Trim	2
93	IWD iShares Russell 1000 Value…	0.2%	$85.70M	401.07K	-11.9%	▼ Trim	2
94	IGSB iShares 1-5 Year Investment…	0.2%	$83.91M	1.60M	-1.9%	▼ Trim	2
95	XLE State Street Energy Select…	0.2%	$82.66M	1.35M	+9.1%	▲ Add	2
96	MTBA SIMPLIFY EXCHANGE TRADED FUN	0.2%	$80.71M	1.63M	-7.0%	▼ Trim	2
97	BNDX Vanguard Total…	0.2%	$80.33M	1.67M	-6.3%	▼ Trim	2
98	MA Mastercard Incorporated	0.2%	$77.42M	154.95K	-10.9%	▼ Trim	2
99	VYM Vanguard High Dividend…	0.2%	$77.39M	522.53K	-16.7%	▼ Trim	2
100	VV Vanguard Morningstar…	0.2%	$76.94M	257.44K	-13.8%	▼ Trim	2
101	IEUR iShares Core MSCI Europe ETF	0.2%	$76.14M	1.08M	-26.2%	▼ Trim	2
102	SPHY State Street SPDR Portfolio…	0.2%	$75.15M	3.22M	-4.6%	▼ Trim	2
103	IAGG iShares Core International…	0.2%	$74.28M	1.48M	+0.3%	▲ Add	2
104	CSCO Cisco Systems, Inc.	0.2%	$74.20M	956.31K	-18.4%	▼ Trim	2
105	ITA iShares U.S. Aerospace &…	0.2%	$73.10M	334.19K	-53.9%	▼ Trim	2
106	PLTR Palantir Technologies Inc.	0.2%	$72.78M	497.53K	-5.5%	▼ Trim	2
107	MS Morgan Stanley	0.2%	$71.82M	436.38K	-13.3%	▼ Trim	2
108	VZ Verizon Communications Inc.	0.2%	$70.93M	1.41M	-12.2%	▼ Trim	2
109	GS The Goldman Sachs Group…	0.2%	$69.30M	81.92K	-16.8%	▼ Trim	2
110	JNJ Johnson & Johnson	0.2%	$68.85M	281.67K	-20.0%	▼ Trim	2
111	PG The Procter & Gamble Company	0.2%	$68.47M	474.06K	+2.6%	▲ Add	2
112	ACWX iShares MSCI ACWI ex U.S.…	0.2%	$68.16M	995.40K	-5.1%	▼ Trim	2
113	SPYV State Street SPDR Portfolio…	0.2%	$68.08M	1.20M	+16.1%	▲ Add	2
114	JBND JPMorgan Active Bond ETF	0.2%	$67.48M	1.25M	-10.5%	▼ Trim	2
115	JEPQ JPMorgan Nasdaq Equity…	0.2%	$65.95M	1.19M	-11.6%	▼ Trim	2
116	SCHF Schwab International Equity…	0.2%	$65.74M	2.66M	-9.1%	▼ Trim	2
117	AMGN Amgen Inc.	0.2%	$65.07M	184.94K	-9.9%	▼ Trim	2
118	EFA iShares MSCI EAFE ETF	0.2%	$64.52M	664.23K	-14.7%	▼ Trim	2
119	AMAT Applied Materials, Inc.	0.2%	$64.36M	188.30K	-20.3%	▼ Trim	2
120	ITOT iShares Core S&P Total U.S.…	0.2%	$64.30M	451.48K	-11.7%	▼ Trim	2
121	BSV Vanguard Short-Term Bond ETF	0.2%	$64.30M	820.05K	-5.7%	▼ Trim	2
122	IEF iShares 7-10 Year Treasury…	0.2%	$62.28M	652.52K	+18.2%	▲ Add	2
123	SGOV iShares 0-3 Month Treasury…	0.2%	$61.95M	615.39K	+11.3%	▲ Add	2
124	SPHQ Invesco S&P 500 Quality ETF	0.2%	$61.89M	823.06K	-8.9%	▼ Trim	2
125	IWB iShares Russell 1000 ETF	0.2%	$60.57M	169.88K	-2.9%	▼ Trim	2
126	VEU Vanguard FTSE All-World…	0.2%	$60.20M	801.53K	-12.5%	▼ Trim	2
127	LMUB iShares Long-Term National…	0.2%	$59.29M	1.19M	신규	New	1
128	NEE NextEra Energy, Inc.	0.2%	$57.94M	623.77K	-10.9%	▼ Trim	2
129	ASML ASML Holding N.V.	0.2%	$56.51M	42.78K	-15.9%	▼ Trim	2
130	VGT Vanguard Information…	0.2%	$56.10M	80.40K	-7.7%	▼ Trim	2
131	CGMU Capital Group Municipal…	0.2%	$55.95M	2.06M	-13.3%	▼ Trim	2
132	CGDG Capital Group Dividend…	0.2%	$55.49M	1.55M	+1.9%	▲ Add	2
133	SOXX iShares Semiconductor ETF	0.2%	$55.29M	168.22K	+11.4%	▲ Add	2
134	CGCP Capital Group Core Plus…	0.2%	$54.33M	2.43M	-7.3%	▼ Trim	2
135	SLV iShares Silver Trust	0.1%	$54.19M	795.31K	-43.3%	▼ Trim	2
136	SPMO Invesco S&P 500 Momentum ETF	0.1%	$54.13M	482.82K	-14.8%	▼ Trim	2
137	SCHW The Charles Schwab…	0.1%	$54.04M	575.02K	-16.9%	▼ Trim	2
138	SDVY First Trust SMID Cap Rising…	0.1%	$53.94M	1.37M	-17.8%	▼ Trim	2
139	XLV State Street Health Care…	0.1%	$53.32M	363.69K	-18.0%	▼ Trim	2
140	IQLT iShares MSCI Intl Quality…	0.1%	$53.03M	1.15M	-10.3%	▼ Trim	2
141	VXUS Vanguard Total…	0.1%	$52.88M	685.73K	-14.8%	▼ Trim	2
142	BLK BlackRock, Inc.	0.1%	$52.82M	54.92K	-24.2%	▼ Trim	2
143	ETN Eaton Corporation plc	0.1%	$52.59M	147.03K	+3.5%	▲ Add	2
144	UBER Uber Technologies, Inc.	0.1%	$52.18M	725.47K	-2.9%	▼ Trim	2
145	T AT&T Inc.	0.1%	$52.07M	1.80M	-1.5%	▼ Trim	2
146	SDY State Street SPDR S&P…	0.1%	$51.36M	351.91K	-13.5%	▼ Trim	2
147	FBCG Fidelity Blue Chip Growth…	0.1%	$51.24M	1.02M	-13.3%	▼ Trim	2
148	PLD Prologis, Inc.	0.1%	$50.51M	382.11K	-17.9%	▼ Trim	2
149	BIL State Street SPDR Bloomberg…	0.1%	$50.41M	550.04K	-29.0%	▼ Trim	2
150	DUK Duke Energy Corporation	0.1%	$50.24M	383.70K	-11.3%	▼ Trim	2
151	XMMO Invesco S&P MidCap Momentum…	0.1%	$50.19M	346.06K	-9.7%	▼ Trim	2
152	SHY iShares 1-3 Year Treasury…	0.1%	$48.56M	588.12K	-22.4%	▼ Trim	2
153	JPEF J P MORGAN EXCHANGE TRADED F	0.1%	$48.34M	673.13K	-22.9%	▼ Trim	2
154	HEFA iShares Currency Hedged…	0.1%	$48.26M	1.14M	-9.8%	▼ Trim	2
155	LMT Lockheed Martin Corporation	0.1%	$48.19M	79.74K	-28.1%	▼ Trim	2
156	CGGE Capital Group Global Equity…	0.1%	$48.07M	1.58M	+1.4%	▲ Add	2
157	IWM iShares Russell 2000 ETF	0.1%	$47.94M	193.32K	-13.8%	▼ Trim	2
158	KO The Coca-Cola Company	0.1%	$47.77M	628.16K	-12.4%	▼ Trim	2
159	AMD Advanced Micro Devices, Inc.	0.1%	$47.38M	232.90K	-8.0%	▼ Trim	2
160	BSCQ Invesco BulletShares 2026…	0.1%	$47.33M	2.42M	-7.8%	▼ Trim	2
161	HYG iShares iBoxx $ High Yield…	0.1%	$47.10M	591.99K	-6.1%	▼ Trim	2
162	GE GE Aerospace	0.1%	$46.81M	164.96K	-10.6%	▼ Trim	2
163	JPST JPMorgan Ultra-Short Income…	0.1%	$46.78M	924.34K	-23.7%	▼ Trim	2
164	IBM International Business…	0.1%	$46.33M	191.14K	-15.2%	▼ Trim	2
165	MRK Merck & Co., Inc.	0.1%	$45.73M	380.20K	-7.9%	▼ Trim	2
166	ABT Abbott Laboratories	0.1%	$44.90M	437.35K	-23.8%	▼ Trim	2
167	MCD McDonald's Corporation	0.1%	$44.55M	143.35K	-11.5%	▼ Trim	2
168	VOE Vanguard Morningstar…	0.1%	$44.55M	241.73K	-0.3%	▼ Trim	2
169	CME CME Group Inc.	0.1%	$44.03M	149.07K	-6.7%	▼ Trim	2
170	BIV Vanguard Intermediate-Term…	0.1%	$44.00M	570.08K	-6.6%	▼ Trim	2
171	VLUE iShares MSCI USA Value…	0.1%	$43.94M	309.02K	+430.7%	▲ Add	2
172	PH Parker-Hannifin Corporation	0.1%	$43.72M	48.83K	-20.9%	▼ Trim	2
173	CRM Salesforce, Inc.	0.1%	$43.33M	232.14K	-16.1%	▼ Trim	2
174	IXUS iShares Core MSCI Total…	0.1%	$42.24M	487.54K	-1.7%	▼ Trim	2
175	HDV iShares Core High Dividend…	0.1%	$41.35M	304.66K	-0.8%	▼ Trim	2
176	CGCB Capital Group Core Bond ETF	0.1%	$41.23M	1.57M	+18.1%	▲ Add	2
177	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$41.12M	824.16K	-15.7%	▼ Trim	2
178	UNP Union Pacific Corporation	0.1%	$40.97M	168.88K	-7.7%	▼ Trim	2
179	XLY State Street Consumer…	0.1%	$40.79M	374.33K	-25.6%	▼ Trim	2
180	XLG Invesco S&P 500 Top 50 ETF	0.1%	$40.41M	740.81K	-14.2%	▼ Trim	2
181	VT Vanguard Total World Stock…	0.1%	$40.37M	291.89K	+3.7%	▲ Add	2
182	SNA Snap-on Incorporated	0.1%	$40.37M	111.15K	-17.1%	▼ Trim	2
183	BKNG Booking Holdings Inc.	0.1%	$39.89M	9.47K	-7.8%	▼ Trim	2
184	IYW iShares U.S. Technology ETF	0.1%	$39.86M	219.71K	-37.2%	▼ Trim	2
185	VOT Vanguard Morningstar…	0.1%	$39.71M	154.31K	-4.4%	▼ Trim	2
186	XLC State Street Communication…	0.1%	$39.36M	355.05K	-29.9%	▼ Trim	2
187	MU Micron Technology, Inc.	0.1%	$39.34M	116.45K	-12.5%	▼ Trim	2
188	WFC Wells Fargo & Company	0.1%	$39.24M	492.84K	-16.6%	▼ Trim	2
189	DIS The Walt Disney Company	0.1%	$39.00M	404.66K	-17.2%	▼ Trim	2
190	PANW Palo Alto Networks, Inc.	0.1%	$38.99M	243.20K	-3.8%	▼ Trim	2
191	SBUX Starbucks Corporation	0.1%	$38.32M	427.76K	-17.5%	▼ Trim	2
192	VBR Vanguard Morningstar…	0.1%	$37.79M	173.96K	-14.0%	▼ Trim	2
193	JCPB JPMorgan Core Plus Bond ETF	0.1%	$37.58M	798.27K	+53.1%	▲ Add	2
194	CGMS Capital Group U.S.…	0.1%	$37.12M	1.36M	+9.4%	▲ Add	2
195	COP ConocoPhillips	0.1%	$36.83M	278.98K	-9.9%	▼ Trim	2
196	PULS PGIM Ultra Short Bond ETF	0.1%	$36.67M	740.87K	+0.7%	▲ Add	2
197	COWG Pacer US Large Cap Cash…	0.1%	$36.21M	1.07M	-6.6%	▼ Trim	2
198	CGBL Capital Group Core Balanced…	0.1%	$36.13M	1.05M	+7.5%	▲ Add	2
199	BSCR Invesco BulletShares 2027…	0.1%	$35.49M	1.81M	-6.0%	▼ Trim	2
200	APUE ActivePassive U.S. Equity…	0.1%	$35.20M	878.32K	+11.3%	▲ Add	2
201	NVS Novartis AG	0.1%	$35.07M	229.59K	-5.4%	▼ Trim	2
202	TJX The TJX Companies, Inc.	0.1%	$34.69M	217.22K	-12.3%	▼ Trim	2
203	FDVV Fidelity High Dividend ETF	0.1%	$34.58M	625.95K	+2.3%	▲ Add	2
204	USB U.S. Bancorp	0.1%	$34.35M	660.48K	-14.0%	▼ Trim	2
205	SHV iShares Trust iShares 0-1…	0.1%	$34.19M	309.73K	-16.2%	▼ Trim	2
206	REVS COLUMBIA ETF TR I	0.1%	$34.13M	1.19M	+4.7%	▲ Add	2
207	ORCL Oracle Corporation	0.1%	$34.02M	231.27K	-18.9%	▼ Trim	2
208	DFAC Dimensional - US Core…	0.1%	$34.02M	875.49K	-10.5%	▼ Trim	2
209	SO The Southern Company	0.1%	$33.98M	421.23K	-7.7%	▼ Trim	2
210	PEP PepsiCo, Inc.	0.1%	$33.95M	218.62K	-11.2%	▼ Trim	2
211	USMV iShares MSCI USA Min Vol…	0.1%	$33.93M	365.83K	-28.0%	▼ Trim	2
212	PAVE Global X - U.S.…	0.1%	$33.81M	665.44K	+1.6%	▲ Add	2
213	VCSH Vanguard Short-Term…	0.1%	$33.81M	426.46K	-15.6%	▼ Trim	2
214	NOW ServiceNow, Inc.	0.1%	$33.68M	322.18K	-2.6%	▼ Trim	2
215	AVUS Avantis U.S. Equity ETF	0.1%	$33.30M	299.52K	-10.5%	▼ Trim	2
216	IAI iShares U.S. Broker-Dealers…	0.1%	$33.25M	202.54K	-14.7%	▼ Trim	2
217	VONV Vanguard Russell 1000 Value…	0.1%	$33.13M	353.42K	-10.0%	▼ Trim	2
218	MGK Vanguard Morningstar Mega…	0.1%	$33.03M	89.90K	-18.4%	▼ Trim	2
219	ANET Arista Networks, Inc.	0.1%	$32.77M	266.88K	-7.5%	▼ Trim	2
220	FESM Fidelity Enhanced Small Cap…	0.1%	$32.69M	860.28K	+0.6%	▲ Add	2
221	QCOM QUALCOMM Incorporated	0.1%	$32.35M	251.23K	-18.0%	▼ Trim	2
222	COF Capital One Financial…	0.1%	$32.33M	177.24K	-16.1%	▼ Trim	2
223	XLU State Street Utilities…	0.1%	$32.30M	703.95K	+10.3%	▲ Add	2
224	GEV GE Vernova Inc.	0.1%	$32.21M	36.90K	-4.5%	▼ Trim	2
225	BAC Bank of America Corporation	0.1%	$32.14M	659.34K	-26.3%	▼ Trim	2
226	DFAI Dimensional - International…	0.1%	$32.12M	824.32K	-2.9%	▼ Trim	2
227	PAYX Paychex, Inc.	0.1%	$32.06M	348.00K	-6.7%	▼ Trim	2
228	C Citigroup Inc.	0.1%	$32.01M	282.26K	-22.8%	▼ Trim	2
229	JAAA Janus Henderson AAA CLO ETF	0.1%	$31.99M	635.05K	+6.7%	▲ Add	2
230	SPEM State Street SPDR Portfolio…	0.1%	$31.71M	675.88K	-6.4%	▼ Trim	2
231	IYJ iShares U.S. Industrials ETF	0.1%	$31.60M	214.17K	-16.7%	▼ Trim	2
232	AIRR First Trust RBA American…	0.1%	$31.51M	284.46K	+10.2%	▲ Add	2
233	IEZ ISHARES TR	0.1%	$31.04M	1.07M	+4776.9%	▲ Add	2
234	GRID First Trust NASDAQ Clean…	0.1%	$30.96M	189.27K	+53.6%	▲ Add	2
235	PFE Pfizer Inc.	0.1%	$30.96M	1.10M	-20.2%	▼ Trim	2
236	DFUS Dimensional U.S. Equity ETF	0.1%	$30.91M	435.94K	-8.4%	▼ Trim	2
237	TBIL F/m US Treasury 3 Month…	0.1%	$30.85M	618.78K	-50.6%	▼ Trim	2
238	MO Altria Group, Inc.	0.1%	$30.70M	465.17K	-9.3%	▼ Trim	2
239	SCHQ SCHWAB STRATEGIC TR	0.1%	$30.69M	976.42K	-40.7%	▼ Trim	2
240	MDT Medtronic plc	0.1%	$30.55M	352.55K	-7.5%	▼ Trim	2
241	FMDE Fidelity Enhanced Mid Cap…	0.1%	$30.41M	845.58K	+14.1%	▲ Add	2
242	WEC WEC Energy Group, Inc.	0.1%	$30.34M	262.07K	0.0%	▲ Add	2
243	VONG Vanguard Russell 1000…	0.1%	$30.18M	275.15K	-20.5%	▼ Trim	2
244	MINT PIMCO Enhanced Short…	0.1%	$29.98M	298.13K	-13.9%	▼ Trim	2
245	NLR VanEck Uranium and Nuclear…	0.1%	$29.95M	224.85K	+18.1%	▲ Add	2
246	CGHM Capital Group Municipal…	0.1%	$29.72M	1.17M	-5.5%	▼ Trim	2
247	IWR iShares Russell Mid-Cap ETF	0.1%	$29.51M	303.49K	-6.2%	▼ Trim	2
248	HELO JPMorgan Hedged Equity…	0.1%	$29.40M	459.98K	-7.7%	▼ Trim	2
249	PVAL Putnam Focused Large Cap…	0.1%	$29.16M	628.49K	-0.5%	▼ Trim	2
250	VHT Vanguard Health Care ETF	0.1%	$28.97M	106.36K	-12.1%	▼ Trim	2
251	PSX Phillips 66	0.1%	$28.90M	158.62K	-14.3%	▼ Trim	2
252	DE Deere & Company	0.1%	$28.53M	50.65K	-19.9%	▼ Trim	2
253	IGV iShares Expanded…	0.1%	$28.33M	353.88K	-13.9%	▼ Trim	2
254	AXP American Express Company	0.1%	$28.27M	93.47K	-4.1%	▼ Trim	2
255	JMUB JPMorgan Municipal ETF	0.1%	$28.20M	564.09K	-0.6%	▼ Trim	2
256	IDMO Invesco S&P International…	0.1%	$28.15M	513.25K	-1.8%	▼ Trim	2
257	SCHV Schwab U.S. Large-Cap Value…	0.1%	$28.08M	920.77K	-13.6%	▼ Trim	2
258	CGXU Capital Group International…	0.1%	$28.07M	951.78K	-14.3%	▼ Trim	2
259	XLP State Street Consumer…	0.1%	$28.04M	341.98K	-10.4%	▼ Trim	2
260	CGMM Capital Group U.S. Small…	0.1%	$27.79M	946.54K	+10.9%	▲ Add	2
261	AZN AstraZeneca PLC	0.1%	$27.63M	140.12K	-8.3% ✂	▼ Trim	2
262	LRCX Lam Research Corporation	0.1%	$27.55M	128.96K	-34.8%	▼ Trim	2
263	RING ISHARES INC	0.1%	$27.47M	347.75K	-24.9%	▼ Trim	2
264	SPMD State Street SPDR Portfolio…	0.1%	$27.36M	461.98K	-6.7%	▼ Trim	2
265	QLC FlexShares US Quality Large…	0.1%	$27.31M	349.40K	+83.0%	▲ Add	2
266	BNY Bank of New York Mellon Corp	0.1%	$27.28M	229.95K	-16.7%	▼ Trim	2
267	QLTY GMO ETF TRUST	0.1%	$27.00M	746.19K	+7.0%	▲ Add	2
268	PJAN INNOVATOR ETFS TRUST	0.1%	$26.98M	584.92K	+48.1%	▲ Add	2
269	JIVE JPMorgan International…	0.1%	$26.91M	314.21K	+364.5%	▲ Add	2
270	UNH UnitedHealth Group…	0.1%	$26.86M	99.28K	-13.6%	▼ Trim	2
271	ADI Analog Devices, Inc.	0.1%	$26.44M	83.11K	-10.4%	▼ Trim	2
272	SHOP Shopify Inc.	0.1%	$26.22M	221.02K	+15.5%	▲ Add	2
273	EEM iShares MSCI Emerging…	0.1%	$26.18M	460.98K	+23.4%	▲ Add	2
274	EWJ iShares MSCI Japan ETF	0.1%	$26.16M	309.84K	+1.8%	▲ Add	2
275	INTU Intuit Inc.	0.1%	$26.08M	60.31K	+56.8%	▲ Add	2
276	GD General Dynamics Corporation	0.1%	$25.78M	75.11K	-8.9%	▼ Trim	2
277	BILS State Street SPDR Bloomberg…	0.1%	$25.75M	258.99K	-5.3%	▼ Trim	2
278	HSY The Hershey Company	0.1%	$25.71M	123.67K	-16.4%	▼ Trim	2
279	PNC The PNC Financial Services…	0.1%	$25.68M	123.40K	-19.5%	▼ Trim	2
280	IUSV iShares Core S&P U.S. Value…	0.1%	$25.54M	249.81K	-13.3%	▼ Trim	2
281	IGEB ISHARES TR	0.1%	$25.11M	557.26K	-35.5%	▼ Trim	2
282	BBUS JPMorgan BetaBuilders U.S.…	0.1%	$24.92M	212.65K	-0.8%	▼ Trim	2
283	SPYI NEOS ETF TRUST	0.1%	$24.55M	497.25K	-23.0%	▼ Trim	2
284	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$24.44M	255.61K	-4.6%	▼ Trim	2
285	IBIT iShares Bitcoin Trust ETF	0.1%	$24.24M	630.89K	+7.8%	▲ Add	2
286	FENI Fidelity Enhanced…	0.1%	$24.07M	647.07K	+49.8%	▲ Add	2
287	GILD Gilead Sciences, Inc.	0.1%	$24.05M	172.55K	-18.2%	▼ Trim	2
288	VUSB Vanguard Ultra-Short Bond…	0.1%	$23.95M	481.14K	+0.1%	▲ Add	2
289	WDC Western Digital Corporation	0.1%	$23.18M	99.31K	+7.6%	▲ Add	2
290	ICVT iShares Convertible Bond ETF	0.1%	$23.16M	227.48K	-24.7%	▼ Trim	2
291	ILCG iShares Morningstar Growth…	0.1%	$23.12M	242.10K	-15.0%	▼ Trim	2
292	BSCS Invesco BulletShares 2028…	0.1%	$23.01M	1.13M	+11.3%	▲ Add	2
293	IQV IQVIA Holdings Inc.	0.1%	$22.94M	134.53K	-17.1%	▼ Trim	2
294	VTC VANGUARD SCOTTSDALE FDS	0.1%	$22.90M	298.00K	-5.4%	▼ Trim	2
295	CLOA BLACKROCK ETF TRUST II	0.1%	$22.86M	440.93K	+53.0%	▲ Add	2
296	ESGU iShares ESG Aware MSCI USA…	0.1%	$22.83M	161.41K	-11.6%	▼ Trim	2
297	ISRG Intuitive Surgical, Inc.	0.1%	$22.59M	49.00K	+2.1%	▲ Add	2
298	TLT iShares 20+ Year Treasury…	0.1%	$22.55M	260.17K	-22.5%	▼ Trim	2
299	TXN Texas Instruments…	0.1%	$22.50M	115.88K	-29.2%	▼ Trim	2
300	VXF Vanguard Extended Market ETF	0.1%	$22.28M	108.24K	-24.7%	▼ Trim	2
301	SHLD Global X - Defense Tech ETF	0.1%	$22.25M	314.09K	+38.7%	▲ Add	2
302	JGRO JPMorgan Active Growth ETF	0.1%	$22.23M	263.07K	-21.4%	▼ Trim	2
303	IOO iShares Global 100 ETF	0.1%	$22.20M	183.52K	-15.8%	▼ Trim	2
304	VYMI Vanguard International High…	0.1%	$22.16M	235.18K	-11.4%	▼ Trim	2
305	AVUV Avantis U.S. Small Cap…	0.1%	$22.12M	200.26K	-7.2%	▼ Trim	2
306	QLTA iShares Aaa - A Rated…	0.1%	$21.89M	460.06K	+59.9%	▲ Add	2
307	GARP ISHARES TR	0.1%	$21.84M	341.46K	+37.6%	▲ Add	2
308	VMBS Vanguard Mortgage-Backed…	0.1%	$21.74M	463.02K	-12.7%	▼ Trim	2
309	SYK Stryker Corporation	0.1%	$21.70M	66.04K	+18.9%	▲ Add	2
310	BOXX EA SERIES TRUST	0.1%	$21.61M	185.85K	+31.9%	▲ Add	2
311	JNK State Street SPDR Bloomberg…	0.1%	$21.61M	225.77K	+1.7%	▲ Add	2
312	DFIV Dimensional - International…	0.1%	$21.56M	408.49K	+8.7%	▲ Add	2
313	APP AppLovin Corporation	0.1%	$21.54M	54.13K	-15.9%	▼ Trim	2
314	LIN Linde plc	0.1%	$21.37M	43.10K	-0.9%	▼ Trim	2
315	PPA Invesco Aerospace & Defense…	0.1%	$21.31M	128.58K	-14.8%	▼ Trim	2
316	RWL Invesco S&P 500 Revenue ETF	0.1%	$21.22M	184.69K	-3.6%	▼ Trim	2
317	IUSG iShares Core S&P U.S.…	0.1%	$21.20M	136.66K	-10.8%	▼ Trim	2
318	APH Amphenol Corporation	0.1%	$21.15M	167.40K	-12.2%	▼ Trim	2
319	FVD First Trust Value Line…	0.1%	$21.05M	447.56K	-12.5%	▼ Trim	2
320	DIA State Street SPDR Dow Jones…	0.1%	$20.99M	45.33K	-1.2%	▼ Trim	2
321	WM Waste Management, Inc.	0.1%	$20.95M	91.18K	-6.0%	▼ Trim	2
322	CMCSA Comcast Corporation	0.1%	$20.79M	724.05K	-18.3%	▼ Trim	2
323	VCLT Vanguard Long-Term…	0.1%	$20.61M	275.80K	-20.0%	▼ Trim	2
324	IWO iShares Russell 2000 Growth…	0.1%	$20.21M	64.40K	-11.4%	▼ Trim	2
325	PFXF VANECK ETF TRUST	0.1%	$20.14M	1.15M	-22.0%	▼ Trim	2
326	VFH Vanguard Financials ETF	0.1%	$20.09M	166.33K	-1.3%	▼ Trim	2
327	MCK McKesson Corporation	0.1%	$20.09M	23.22K	-14.8%	▼ Trim	2
328	SPAB State Street SPDR Portfolio…	0.1%	$20.05M	782.78K	+0.7%	▲ Add	2
329	ETR Entergy Corporation	0.1%	$20.02M	178.19K	-12.5%	▼ Trim	2
330	ED Consolidated Edison, Inc.	0.1%	$19.97M	176.46K	-1.0%	▼ Trim	2
331	VCIT Vanguard Intermediate-Term…	0.1%	$19.90M	240.46K	-10.3%	▼ Trim	2
332	FTCS First Trust Capital…	0.1%	$19.89M	214.44K	-17.5%	▼ Trim	2
333	TMO Thermo Fisher Scientific…	0.1%	$19.85M	40.38K	+15.0%	▲ Add	2
334	CMI Cummins Inc.	0.1%	$19.73M	36.66K	-14.0%	▼ Trim	2
335	GRNY TIDAL TRUST I	0.1%	$19.70M	825.30K	-7.8%	▼ Trim	2
336	VPU Vanguard Utilities ETF	0.1%	$19.48M	98.29K	-4.7%	▼ Trim	2
337	BUFD FT Vest Laddered Deep…	0.1%	$19.45M	694.61K	-18.4%	▼ Trim	2
338	APD Air Products and Chemicals…	0.1%	$19.43M	66.88K	+9.3%	▲ Add	2
339	NOC Northrop Grumman Corporation	0.1%	$19.37M	28.39K	+4.0%	▲ Add	2
340	VGSH Vanguard Short-Term…	0.1%	$19.30M	329.74K	-19.6%	▼ Trim	2
341	ICSH iShares Ultra Short…	0.1%	$19.26M	380.46K	-10.6%	▼ Trim	2
342	MISL FIRST TR EXCHANGE-TRADED FD	0.1%	$19.21M	429.60K	+10.6%	▲ Add	2
343	FICO Fair Isaac Corporation	0.1%	$19.06M	17.85K	+165.1%	▲ Add	2
344	UCON First Trust Smith…	0.1%	$19.00M	767.19K	-8.2%	▼ Trim	2
345	MOAT VanEck Morningstar Wide…	0.1%	$18.78M	194.21K	-11.3%	▼ Trim	2
346	AEP American Electric Power…	0.1%	$18.75M	143.02K	-18.6%	▼ Trim	2
347	KMI Kinder Morgan, Inc.	0.1%	$18.74M	559.00K	-23.6%	▼ Trim	2
348	CGIC Capital Group International…	0.1%	$18.73M	565.57K	+9.4%	▲ Add	2
349	RECS Columbia Research Enhanced…	0.1%	$18.63M	477.84K	-18.7%	▼ Trim	2
350	IYG iShares U.S. Financial…	0.1%	$18.62M	224.82K	-11.4%	▼ Trim	2
351	ELV Elevance Health Inc.	0.1%	$18.57M	63.43K	-13.5%	▼ Trim	2
352	CGNG Capital Group New Geography…	0.1%	$18.45M	584.47K	+60.5%	▲ Add	2
353	INTC Intel Corp.	0.1%	$18.39M	416.72K	-11.2%	▼ Trim	2
354	LNG Cheniere Energy, Inc.	0.1%	$18.38M	64.78K	+12.8%	▲ Add	2
355	XAR State Street SPDR S&P…	0.1%	$18.32M	72.13K	+30.2%	▲ Add	2
356	GLDM SPDR Gold MiniShares Trust	0.1%	$18.27M	197.15K	-25.4%	▼ Trim	2
357	VIS Vanguard Industrials ETF	0.1%	$18.17M	58.19K	-8.4%	▼ Trim	2
358	BA The Boeing Company	0.1%	$17.95M	90.21K	-5.9%	▼ Trim	2
359	NEM Newmont Corporation	0.1%	$17.89M	165.24K	+9.2%	▲ Add	2
360	CDNS Cadence Design Systems, Inc.	0.1%	$17.85M	64.25K	-15.0%	▼ Trim	2
361	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$17.82M	360.69K	-21.5%	▼ Trim	2
362	DELL Dell Technologies Inc.	0.0%	$17.75M	108.14K	-13.0%	▼ Trim	2
363	CIBR First Trust Nasdaq…	0.0%	$17.74M	283.09K	-11.8%	▼ Trim	2
364	VIGI Vanguard International…	0.0%	$17.70M	200.09K	-7.0%	▼ Trim	2
365	AJG Arthur J. Gallagher & Co.	0.0%	$17.62M	81.35K	-54.1%	▼ Trim	2
366	VRT Vertiv Holdings Co	0.0%	$17.56M	70.07K	-20.7%	▼ Trim	2
367	FCX Freeport-McMoRan Inc.	0.0%	$17.56M	298.70K	-4.8%	▼ Trim	2
368	ADBE Adobe Inc.	0.0%	$17.56M	72.22K	-30.0%	▼ Trim	2
369	IGIB iShares 5-10 Year…	0.0%	$17.53M	329.39K	-5.9%	▼ Trim	2
370	AVDE Avantis International…	0.0%	$17.48M	206.06K	+6.9%	▲ Add	2
371	IWP iShares Russell Mid-Cap…	0.0%	$17.34M	135.31K	-15.2%	▼ Trim	2
372	FLOT iShares Floating Rate Bond…	0.0%	$17.29M	339.33K	-22.7%	▼ Trim	2
373	HWM Howmet Aerospace Inc.	0.0%	$17.28M	75.00K	+3.9%	▲ Add	2
374	KLAC KLA Corporation	0.0%	$17.20M	11.68K	-13.9%	▼ Trim	2
375	ICE Intercontinental Exchange…	0.0%	$17.18M	109.26K	+71.2%	▲ Add	2
376	CRWD CrowdStrike Holdings, Inc.	0.0%	$17.03M	43.62K	-32.5%	▼ Trim	2
377	BLV Vanguard Long-Term Bond ETF	0.0%	$17.02M	247.40K	-10.8%	▼ Trim	2
378	PWR Quanta Services, Inc.	0.0%	$16.99M	30.94K	-13.6%	▼ Trim	2
379	ADSK Autodesk, Inc.	0.0%	$16.96M	70.84K	-15.3%	▼ Trim	2
380	IBB iShares Biotechnology ETF	0.0%	$16.71M	98.97K	-13.7%	▼ Trim	2
381	VTIP Vanguard Short-Term…	0.0%	$16.68M	333.95K	-6.3%	▼ Trim	2
382	BSX Boston Scientific…	0.0%	$16.68M	265.79K	-0.8%	▼ Trim	2
383	AVLV Avantis U.S. Large Cap…	0.0%	$16.65M	206.52K	+16.3%	▲ Add	2
384	UL Unilever PLC	0.0%	$16.59M	291.19K	-9.2%	▼ Trim	2
385	SGOL abrdn Physical Gold Shares…	0.0%	$16.58M	371.51K	-19.2%	▼ Trim	2
386	GLW Corning Inc	0.0%	$16.50M	121.32K	-12.2%	▼ Trim	2
387	LHX L3Harris Technologies, Inc.	0.0%	$16.46M	47.70K	-8.8%	▼ Trim	2
388	AIQ Global X - Artificial…	0.0%	$16.43M	352.07K	-23.4%	▼ Trim	2
389	BOND PIMCO Active Bond…	0.0%	$16.27M	176.35K	-8.8%	▼ Trim	2
390	QDPL PACER FDS TR	0.0%	$16.18M	403.16K	-14.2%	▼ Trim	2
391	SPG Simon Property Group, Inc.	0.0%	$16.14M	86.53K	-4.5%	▼ Trim	2
392	HON Honeywell International Inc.	0.0%	$16.07M	71.09K	-47.0%	▼ Trim	2
393	COR Cencora, Inc.	0.0%	$16.05M	51.10K	-18.1%	▼ Trim	2
394	OUNZ VanEck Merk Gold ETF	0.0%	$16.03M	355.75K	-14.2%	▼ Trim	2
395	IYE ISHARES TR	0.0%	$16.00M	247.02K	+1.1%	▲ Add	2
396	NET Cloudflare, Inc.	0.0%	$15.97M	77.38K	+20.6%	▲ Add	2
397	CB Chubb Limited	0.0%	$15.81M	48.51K	-7.2%	▼ Trim	2
398	CALF Pacer US Small Cap Cash…	0.0%	$15.70M	349.90K	-35.3%	▼ Trim	2
399	LOW Lowe's Companies, Inc.	0.0%	$15.70M	66.44K	-10.0%	▼ Trim	2
400	PTLC Pacer Trendpilot US Large…	0.0%	$15.70M	299.26K	-24.2%	▼ Trim	2
401	VOOG Vanguard S&P 500 Growth ETF	0.0%	$15.68M	38.47K	-3.0%	▼ Trim	2
402	ENB Enbridge Inc.	0.0%	$15.60M	288.16K	-17.6%	▼ Trim	2
403	BSCT Invesco BulletShares 2029…	0.0%	$15.56M	833.75K	-1.8%	▼ Trim	2
404	APIE TRUST FOR PROFESSIONAL MANAG	0.0%	$15.50M	439.76K	+5.3%	▲ Add	2
405	TTE TotalEnergies SE	0.0%	$15.44M	169.71K	-7.0%	▼ Trim	2
406	SHYG iShares 0-5 Year High Yield…	0.0%	$15.43M	364.73K	-19.9%	▼ Trim	2
407	BUFQ FIRST TR EXCHNG TRADED FD VI	0.0%	$15.40M	435.94K	-5.0%	▼ Trim	2
408	IVLU iShares MSCI Intl Value…	0.0%	$15.33M	386.36K	+46.9%	▲ Add	2
409	MMM 3M Company	0.0%	$15.22M	104.80K	-9.2%	▼ Trim	2
410	EEMS ISHARES INC	0.0%	$15.17M	219.32K	+13.3%	▲ Add	2
411	NBOS NEUBERGER BERMAN ETF TRUST	0.0%	$15.17M	567.21K	-7.8%	▼ Trim	2
412	FNDX Schwab Fundamental U.S.…	0.0%	$15.16M	544.39K	+22.1%	▲ Add	2
413	STIP iShares 0-5 Year TIPS Bond…	0.0%	$15.12M	146.14K	+8.9%	▲ Add	2
414	PFF iShares Preferred and…	0.0%	$15.07M	496.99K	-12.0%	▼ Trim	2
415	BDX Becton, Dickinson and…	0.0%	$15.04M	95.64K	-32.5% ✂	▼ Trim	2
416	OBIL RBB FD INC	0.0%	$15.03M	300.21K	-15.6%	▼ Trim	2
417	OEF iShares S&P 100 ETF	0.0%	$14.99M	47.14K	-94.8%	▼ Trim	2
418	TIP iShares TIPS Bond ETF	0.0%	$14.98M	135.69K	-43.5%	▼ Trim	2
419	VRTX Vertex Pharmaceuticals…	0.0%	$14.92M	33.42K	-12.1%	▼ Trim	2
420	CAH Cardinal Health, Inc.	0.0%	$14.85M	70.27K	+5.1%	▲ Add	2
421	MDYV State Street SPDR S&P 400…	0.0%	$14.83M	174.13K	+7.0%	▲ Add	2
422	JQUA JPMorgan U.S. Quality…	0.0%	$14.69M	239.64K	-57.1%	▼ Trim	2
423	BTI British American Tobacco…	0.0%	$14.59M	249.56K	-0.5%	▼ Trim	2
424	IGM iShares Expanded Tech…	0.0%	$14.56M	122.88K	-11.1%	▼ Trim	2
425	FNDF Schwab Fundamental…	0.0%	$14.47M	295.83K	-16.8%	▼ Trim	2
426	LCTU BLACKROCK ETF TRUST	0.0%	$14.31M	203.97K	-19.4%	▼ Trim	2
427	EDV Vanguard Extended Duration…	0.0%	$14.30M	220.12K	-15.0%	▼ Trim	2
428	LVHI Franklin International Low…	0.0%	$14.28M	352.36K	-37.3%	▼ Trim	2
429	PFFA ETFIS SER TR I	0.0%	$14.25M	700.06K	-0.3%	▼ Trim	2
430	EFAV iShares MSCI EAFE Min Vol…	0.0%	$14.18M	155.18K	-18.8%	▼ Trim	2
431	ABNB Airbnb, Inc.	0.0%	$14.16M	112.16K	-19.3%	▼ Trim	2
432	MNST Monster Beverage Corporation	0.0%	$14.16M	195.37K	-15.8%	▼ Trim	2
433	SPSM State Street SPDR Portfolio…	0.0%	$14.04M	290.53K	-16.6%	▼ Trim	2
434	URI United Rentals, Inc.	0.0%	$14.00M	19.22K	+8.8%	▲ Add	2
435	VGK Vanguard FTSE Europe ETF	0.0%	$14.00M	169.84K	+5.2%	▲ Add	2
436	WELL Welltower Inc.	0.0%	$14.00M	70.80K	+11.5%	▲ Add	2
437	IBTK ISHARES TR	0.0%	$13.96M	707.82K	-5.5%	▼ Trim	2
438	PRU Prudential Financial, Inc.	0.0%	$13.82M	141.50K	-16.4%	▼ Trim	2
439	ACN Accenture plc	0.0%	$13.82M	69.69K	-9.7%	▼ Trim	2
440	AVDV Avantis International Small…	0.0%	$13.81M	138.29K	+53.6%	▲ Add	2
441	RCL Royal Caribbean Cruises Ltd.	0.0%	$13.71M	49.82K	-18.4%	▼ Trim	2
442	CSX CSX Corporation	0.0%	$13.70M	333.65K	-18.8%	▼ Trim	2
443	MGV Vanguard Morningstar Mega…	0.0%	$13.65M	94.16K	-14.7%	▼ Trim	2
444	EME EMCOR Group, Inc.	0.0%	$13.64M	18.47K	+4.4%	▲ Add	2
445	DAL Delta Air Lines, Inc.	0.0%	$13.61M	204.74K	+70.7%	▲ Add	2
446	DVY iShares Select Dividend ETF	0.0%	$13.49M	89.09K	-6.1%	▼ Trim	2
447	GTO Invesco Total Return Bond…	0.0%	$13.38M	285.81K	+1.9%	▲ Add	2
448	VNQ Vanguard Real Estate ETF	0.0%	$13.30M	149.91K	-7.3%	▼ Trim	2
449	BIDD BLACKROCK ETF TRUST	0.0%	$13.28M	467.00K	-14.7%	▼ Trim	2
450	VTWO Vanguard Russell 2000 ETF	0.0%	$13.16M	131.38K	-7.4%	▼ Trim	2
451	FIBR ISHARES TR	0.0%	$13.16M	147.81K	+7.2%	▲ Add	2
452	CTA SIMPLIFY EXCHANGE TRADED FUN	0.0%	$13.15M	435.21K	+273.8%	▲ Add	2
453	REGN Regeneron Pharmaceuticals…	0.0%	$13.14M	17.01K	-14.4%	▼ Trim	2
454	VONE Vanguard Russell 1000 ETF	0.0%	$13.12M	44.45K	-39.5%	▼ Trim	2
455	IEI iShares 3-7 Year Treasury…	0.0%	$13.10M	110.42K	-29.4%	▼ Trim	2
456	BMY Bristol-Myers Squibb Company	0.0%	$13.09M	215.86K	+16.9%	▲ Add	2
457	SNY Sanofi	0.0%	$13.08M	271.50K	-8.7%	▼ Trim	2
458	MSTR Strategy Inc	0.0%	$13.01M	104.22K	+24.6%	▲ Add	2
459	PSFF PACER FDS TR	0.0%	$12.96M	404.54K	-18.9%	▼ Trim	2
460	BKLN Invesco Senior Loan ETF	0.0%	$12.84M	629.13K	-44.6%	▼ Trim	2
461	FLDR FIDELITY MERRIMACK STR TR	0.0%	$12.84M	256.47K	-3.2%	▼ Trim	2
462	SHEL Shell plc	0.0%	$12.75M	137.09K	-5.5%	▼ Trim	2
463	XMHQ Invesco S&P MidCap Quality…	0.0%	$12.72M	123.04K	-33.6%	▼ Trim	2
464	IFRA iShares U.S. Infrastructure…	0.0%	$12.72M	222.32K	-1.8%	▼ Trim	2
465	TFC Truist Financial Corporation	0.0%	$12.72M	276.62K	-14.9%	▼ Trim	2
466	STX Seagate Technology Holdings…	0.0%	$12.69M	32.38K	-14.3%	▼ Trim	2
467	GSY Invesco Ultra Short…	0.0%	$12.68M	252.93K	-10.5%	▼ Trim	2
468	EMLC VanEck J.P. Morgan EM Local…	0.0%	$12.68M	504.79K	+45.7%	▲ Add	2
469	MDY State Street SPDR S&P…	0.0%	$12.60M	20.43K	-15.2%	▼ Trim	2
470	SNOW Snowflake Inc.	0.0%	$12.56M	83.29K	-4.4%	▼ Trim	2
471	APCB TRUST FOR PROFESSIONAL MANAG	0.0%	$12.34M	419.05K	+6.2%	▲ Add	2
472	SPGI S&P Global Inc.	0.0%	$12.33M	29.00K	-35.0%	▼ Trim	2
473	INDA iShares MSCI India ETF	0.0%	$12.29M	262.44K	-10.8%	▼ Trim	2
474	EMXC iShares MSCI Emerging…	0.0%	$12.20M	155.08K	-21.6%	▼ Trim	2
475	EMR Emerson Electric Co.	0.0%	$12.18M	92.96K	-30.8%	▼ Trim	2
476	FHEQ Fidelity Hedged Equity ETF	0.0%	$12.16M	413.40K	+5.5%	▲ Add	2
477	CEG Constellation Energy…	0.0%	$12.15M	43.51K	-7.2%	▼ Trim	2
478	FLTR VanEck IG Floating Rate ETF	0.0%	$12.12M	475.81K	-21.6%	▼ Trim	2
479	SPIB State Street SPDR Portfolio…	0.0%	$12.11M	361.14K	-5.4%	▼ Trim	2
480	CHKP Check Point Software…	0.0%	$12.09M	84.67K	-24.7%	▼ Trim	2
481	AMP Ameriprise Financial, Inc.	0.0%	$12.03M	27.07K	-66.0%	▼ Trim	2
482	GVAL CAMBRIA ETF TR	0.0%	$11.92M	359.35K	+9.2%	▲ Add	2
483	SUB iShares Short-Term National…	0.0%	$11.91M	111.84K	-13.3%	▼ Trim	2
484	SCHX Schwab U.S. Large-Cap ETF	0.0%	$11.90M	463.95K	+17.1%	▲ Add	2
485	CGSD Capital Group Short…	0.0%	$11.89M	461.05K	-8.3%	▼ Trim	2
486	SHW The Sherwin-Williams Company	0.0%	$11.87M	37.04K	-30.2%	▼ Trim	2
487	DFAS Dimensional - US Small Cap…	0.0%	$11.71M	164.58K	+10.0%	▲ Add	2
488	CGIE Capital Group International…	0.0%	$11.70M	345.95K	+24.5%	▲ Add	2
489	JMBS Janus Henderson…	0.0%	$11.68M	258.57K	-19.1%	▼ Trim	2
490	PDBC Invesco Optimum Yield…	0.0%	$11.54M	666.55K	+12.7%	▲ Add	2
491	OKE ONEOK, Inc.	0.0%	$11.53M	127.58K	+80.1%	▲ Add	2
492	DFSV Dimensional - US Small Cap…	0.0%	$11.44M	326.53K	+15.6%	▲ Add	2
493	QYLD Global X - Nasdaq 100…	0.0%	$11.44M	666.98K	-6.9%	▼ Trim	2
494	BSCU Invesco BulletShares 2030…	0.0%	$11.43M	683.40K	-5.9%	▼ Trim	2
495	IUS INVESCO EXCH TRD SLF IDX FD	0.0%	$11.39M	196.72K	+44.8%	▲ Add	2
496	BX Blackstone Inc.	0.0%	$11.28M	98.06K	-39.6%	▼ Trim	2
497	TDTT FlexShares iBoxx 3 Year…	0.0%	$11.23M	463.42K	-10.6%	▼ Trim	2
498	TEL TE Connectivity plc	0.0%	$11.19M	53.52K	+15.7%	▲ Add	2
499	FAPR FIRST TR EXCHNG TRADED FD VI	0.0%	$11.19M	249.09K	-13.2%	▼ Trim	2
500	GXPC GLOBAL X FDS	0.0%	$11.18M	406.10K	+47.7%	▲ Add	2

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

증권	주식 수	이전	변동	가치	비중
BLCR iShares Large Cap Core…	2.63M	—	신규	$107.79M	0.3%
IDEF iShares Defense…	2.96M	—	신규	$96.72M	0.3%
LMUB iShares Long-Term…	1.19M	—	신규	$59.29M	0.2%
BKGI	180.24K	—	신규	$8.03M	0.0%
BLCV	218.70K	—	신규	$7.90M	0.0%
HYXU	132.03K	—	신규	$6.93M	0.0%
HARD	177.39K	—	신규	$6.27M	0.0%
MFSI	203.36K	—	신규	$6.04M	0.0%
ALLW	200.12K	—	신규	$5.77M	0.0%
DDFD	302.30K	—	신규	$5.72M	0.0%
AMRZ Amrize Ltd	84.59K	—	신규	$4.74M	0.0%
AIS	79.44K	—	신규	$3.33M	0.0%
GL Globe Life Inc.	23.68K	—	신규	$3.29M	0.0%
XAGG	58.42K	—	신규	$2.90M	0.0%
PJP	27.53K	—	신규	$2.86M	0.0%
PAYR	53.01K	—	신규	$2.84M	0.0%
GSSC	34.00K	—	신규	$2.53M	0.0%
NIHI	51.83K	—	신규	$2.53M	0.0%
NYT The New York Times…	29.96K	—	신규	$2.51M	0.0%
BMOP BNY Mellon Municipal…	86.97K	—	신규	$2.14M	0.0%
PNFP Pinnacle Financial…	24.80K	—	신규	$2.14M	0.0%
TAXX	41.92K	—	신규	$2.12M	0.0%
ZROZ	30.72K	—	신규	$1.97M	0.0%
DLFE	66.59K	—	신규	$1.96M	0.0%
CORO iShares International…	59.70K	—	신규	$1.92M	0.0%
IMAR	65.93K	—	신규	$1.91M	0.0%
RDFI	77.98K	—	신규	$1.80M	0.0%
ALHC Alignment Healthcare…	95.02K	—	신규	$1.67M	0.0%
BUFS	67.31K	—	신규	$1.55M	0.0%
AAOI Applied…	17.74K	—	신규	$1.50M	0.0%
UTEN	34.27K	—	신규	$1.49M	0.0%
AXTI AXT, Inc.	25.86K	—	신규	$1.47M	0.0%
SPXX	85.58K	—	신규	$1.38M	0.0%
IGBH	56.45K	—	신규	$1.37M	0.0%
ESLT Elbit Systems Ltd.	1.58K	—	신규	$1.35M	0.0%
BPRE	76.29K	—	신규	$1.27M	0.0%
DY Dycom Industries, Inc.	3.61K	—	신규	$1.22M	0.0%
SEZL Sezzle Inc.	18.94K	—	신규	$1.20M	0.0%
ECHO EchoStar Corporation	10.17K	—	신규	$1.19M	0.0%
TAFM	42.33K	—	신규	$1.07M	0.0%
FHI Federated Hermes, Inc.	18.23K	—	신규	$1.03M	0.0%
HYBL	36.87K	—	신규	$1.03M	0.0%
EPAC Enerpac Tool Group Corp.	27.99K	—	신규	$1.02M	0.0%
ALGN Align Technology, Inc.	5.61K	—	신규	$962,065	0.0%
VPG Vishay Precision Group…	21.56K	—	신규	$936,092	0.0%
BKSY BlackSky Technology Inc.	36.39K	—	신규	$915,648	0.0%
NFEB	32.92K	—	신규	$901,605	0.0%
CSTM Constellium SE	32.89K	—	신규	$808,436	0.0%
DDFF	40.44K	—	신규	$765,450	0.0%
AGIX	23.02K	—	신규	$754,300	0.0%
BELFB Bel Fuse Inc.	3.75K	—	신규	$742,488	0.0%
WDS Woodside Energy Group…	30.39K	—	신규	$725,738	0.0%
ZMAR	26.06K	—	신규	$718,858	0.0%
BFRZ	26.36K	—	신규	$694,705	0.0%
JUCY	29.24K	—	신규	$647,569	0.0%
OIH VanEck Oil Services ETF	1.59K	—	신규	$642,198	0.0%
SNDA	19.52K	—	신규	$629,617	0.0%
CGGG	24.81K	—	신규	$628,738	0.0%
IDYN	20.99K	—	신규	$604,526	0.0%
IVVW	13.12K	—	신규	$572,799	0.0%
ZJAN	20.90K	—	신규	$569,734	0.0%
FIGR Figure Technology…	16.25K	—	신규	$551,823	0.0%
RYN Rayonier Inc. REIT	26.51K	—	신규	$546,565	0.0%
FEOE	10.79K	—	신규	$544,211	0.0%
QQA	10.49K	—	신규	$523,469	0.0%
WISD	4.96K	—	신규	$498,845	0.0%
IDR Idaho Strategic…	14.85K	—	신규	$476,950	0.0%
PLOW Douglas Dynamics, Inc.	11.24K	—	신규	$473,007	0.0%
CGHY	18.78K	—	신규	$470,525	0.0%
CGVV	17.30K	—	신규	$462,873	0.0%
MFSB	18.16K	—	신규	$452,014	0.0%
SKYT SkyWater Technology…	16.47K	—	신규	$451,552	0.0%
EMDM	12.68K	—	신규	$444,401	0.0%
VGHY	5.87K	—	신규	$436,394	0.0%
FAD	2.71K	—	신규	$430,412	0.0%
FAN	17.11K	—	신규	$423,168	0.0%
VTEL	4.08K	—	신규	$417,840	0.0%
JANW	11.32K	—	신규	$413,100	0.0%
CPSF	15.79K	—	신규	$404,144	0.0%
RODM Hartford Multifactor…	9.98K	—	신규	$393,313	0.0%
KNX Knight-Swift…	6.81K	—	신규	$391,990	0.0%
XJUL	9.97K	—	신규	$387,755	0.0%
APLS Apellis…	9.50K	—	신규	$382,346	0.0%
OII Oceaneering…	10.65K	—	신규	$377,834	0.0%
JPIB	7.44K	—	신규	$355,902	0.0%
NMAR	12.03K	—	신규	$353,383	0.0%
IBUF	11.72K	—	신규	$345,886	0.0%
DHDG	10.11K	—	신규	$339,997	0.0%
FTNY	43.40K	—	신규	$338,534	0.0%
TPYP	7.84K	—	신규	$332,023	0.0%
XCCC	9.07K	—	신규	$330,269	0.0%
PBFB	10.80K	—	신규	$324,556	0.0%
TILL	17.34K	—	신규	$321,044	0.0%
EIPI	14.18K	—	신규	$318,829	0.0%
DRH DiamondRock Hospitality…	33.70K	—	신규	$315,756	0.0%
EFIV	4.90K	—	신규	$309,099	0.0%
CSGS CSG Systems…	3.86K	—	신규	$308,499	0.0%
ORKA Oruka Therapeutics, Inc.	6.28K	—	신규	$307,887	0.0%
VERA Vera Therapeutics, Inc.	7.57K	—	신규	$304,461	0.0%
ADNT Adient plc	15.03K	—	신규	$303,746	0.0%
ICOP	6.38K	—	신규	$303,423	0.0%
ONB Old National Bancorp	13.69K	—	신규	$302,429	0.0%
MRNA Moderna, Inc.	5.87K	—	신규	$298,371	0.0%
XAUG	7.96K	—	신규	$295,511	0.0%
ICLO	11.46K	—	신규	$292,231	0.0%
IVVD	221.93K	—	신규	$288,506	0.0%
JANX Janux Therapeutics, Inc.	20.61K	—	신규	$286,479	0.0%
JANU	10.43K	—	신규	$284,959	0.0%
AIFD	7.24K	—	신규	$279,225	0.0%
DVA DaVita Inc.	1.81K	—	신규	$278,640	0.0%
HIGH	13.04K	—	신규	$278,280	0.0%
ESAB ESAB Corporation	2.87K	—	신규	$277,616	0.0%
FEBM	9.06K	—	신규	$274,795	0.0%
PLXS Plexus Corp.	1.36K	—	신규	$274,644	0.0%
ENFR	7.13K	—	신규	$272,333	0.0%
MASI Masimo Corporation	1.52K	—	신규	$271,074	0.0%
MKTN	10.43K	—	신규	$270,753	0.0%
ARE Alexandria Real Estate…	5.82K	—	신규	$269,924	0.0%
DAX	6.35K	—	신규	$267,663	0.0%
ZTO ZTO Express (Cayman)…	10.53K	—	신규	$265,046	0.0%

증권	주식 수	이전	변동	가치	비중
NVDA NVIDIA Corporation	3.88M	3.82M	+1.7%	$676.96M	1.9%
BAI iShares A.I. Innovation…	5.23M	5.19M	+0.9%	$172.41M	0.5%
EFG iShares MSCI EAFE…	1.54M	390.38K	+294.8%	$171.66M	0.5%
BRK-B Berkshire Hathaway Inc.	314.69K	305.91K	+2.9%	$150.80M	0.4%
GOVT iShares U.S. Treasury…	6.22M	2.48M	+150.7%	$142.47M	0.4%
RSP Invesco S&P 500 Equal…	721.89K	485.00K	+48.8%	$138.54M	0.4%
SPYG State Street SPDR…	1.12M	1.11M	+1.4%	$109.71M	0.3%
NFLX Netflix, Inc.	1.13M	1.10M	+2.6%	$108.56M	0.3%
IWY iShares Russell Top 200…	394.28K	381.81K	+3.3%	$98.11M	0.3%
SPDW State Street SPDR…	2.15M	1.81M	+19.3%	$98.35M	0.3%
RTX RTX Corporation	450.28K	415.91K	+8.3%	$86.86M	0.2%
XLE State Street Energy…	1.35M	1.24M	+9.1%	$82.66M	0.2%
IAGG iShares Core…	1.48M	1.48M	+0.3%	$74.28M	0.2%
PG The Procter & Gamble…	474.06K	462.10K	+2.6%	$68.47M	0.2%
SPYV State Street SPDR…	1.20M	1.04M	+16.1%	$68.08M	0.2%
IEF iShares 7-10 Year…	652.52K	552.18K	+18.2%	$62.28M	0.2%
SGOV iShares 0-3 Month…	615.39K	553.04K	+11.3%	$61.95M	0.2%
CGDG Capital Group Dividend…	1.55M	1.52M	+1.9%	$55.49M	0.2%
SOXX iShares Semiconductor…	168.22K	151.01K	+11.4%	$55.29M	0.2%
ETN Eaton Corporation plc	147.03K	141.99K	+3.5%	$52.59M	0.1%
CGGE Capital Group Global…	1.58M	1.55M	+1.4%	$48.07M	0.1%
VLUE iShares MSCI USA Value…	309.02K	58.23K	+430.7%	$43.94M	0.1%
CGCB Capital Group Core Bond…	1.57M	1.33M	+18.1%	$41.23M	0.1%
VT Vanguard Total World…	291.89K	281.48K	+3.7%	$40.37M	0.1%
JCPB JPMorgan Core Plus Bond…	798.27K	521.24K	+53.1%	$37.58M	0.1%
CGMS Capital Group U.S.…	1.36M	1.25M	+9.4%	$37.12M	0.1%
PULS PGIM Ultra Short Bond…	740.87K	735.82K	+0.7%	$36.67M	0.1%
CGBL Capital Group Core…	1.05M	976.58K	+7.5%	$36.13M	0.1%
APUE ActivePassive U.S.…	878.32K	788.84K	+11.3%	$35.20M	0.1%
FDVV Fidelity High Dividend…	625.95K	611.75K	+2.3%	$34.58M	0.1%
REVS	1.19M	1.14M	+4.7%	$34.13M	0.1%
PAVE Global X - U.S.…	665.44K	655.06K	+1.6%	$33.81M	0.1%
FESM Fidelity Enhanced Small…	860.28K	855.48K	+0.6%	$32.69M	0.1%
XLU State Street Utilities…	703.95K	637.92K	+10.3%	$32.30M	0.1%
JAAA Janus Henderson AAA CLO…	635.05K	595.27K	+6.7%	$31.99M	0.1%
AIRR First Trust RBA…	284.46K	258.02K	+10.2%	$31.51M	0.1%
IEZ	1.07M	21.98K	+4776.9%	$31.04M	0.1%
GRID First Trust NASDAQ…	189.27K	123.25K	+53.6%	$30.96M	0.1%
SHOP Shopify Inc.	221.02K	191.42K	+15.5%	$26.22M	0.1%
FMDE Fidelity Enhanced Mid…	845.58K	741.02K	+14.1%	$30.41M	0.1%
WEC WEC Energy Group, Inc.	262.07K	262.01K	0.0%	$30.34M	0.1%
NLR VanEck Uranium and…	224.85K	190.35K	+18.1%	$29.95M	0.1%
IBIT iShares Bitcoin Trust…	630.89K	585.12K	+7.8%	$24.24M	0.1%
CGMM Capital Group U.S.…	946.54K	853.14K	+10.9%	$27.79M	0.1%
QLC FlexShares US Quality…	349.40K	190.95K	+83.0%	$27.31M	0.1%
ISRG Intuitive Surgical, Inc.	49.00K	47.97K	+2.1%	$22.59M	0.1%
QLTY	746.19K	697.53K	+7.0%	$27.00M	0.1%
PJAN	584.92K	394.83K	+48.1%	$26.98M	0.1%
JIVE JPMorgan International…	314.21K	67.64K	+364.5%	$26.91M	0.1%
EEM iShares MSCI Emerging…	460.98K	373.40K	+23.4%	$26.18M	0.1%
EWJ iShares MSCI Japan ETF	309.84K	304.49K	+1.8%	$26.16M	0.1%
INTU Intuit Inc.	60.31K	38.45K	+56.8%	$26.08M	0.1%
FENI Fidelity Enhanced…	647.07K	431.98K	+49.8%	$24.07M	0.1%
VUSB Vanguard Ultra-Short…	481.14K	480.69K	+0.1%	$23.95M	0.1%
WDC Western Digital…	99.31K	92.26K	+7.6%	$23.18M	0.1%
BSCS Invesco BulletShares…	1.13M	1.01M	+11.3%	$23.01M	0.1%
CLOA	440.93K	288.27K	+53.0%	$22.86M	0.1%
SHLD Global X - Defense Tech…	314.09K	226.47K	+38.7%	$22.25M	0.1%
QLTA iShares Aaa - A Rated…	460.06K	287.67K	+59.9%	$21.89M	0.1%
GARP	341.46K	248.11K	+37.6%	$21.84M	0.1%
SYK Stryker Corporation	66.04K	55.53K	+18.9%	$21.70M	0.1%
BOXX	185.85K	140.96K	+31.9%	$21.61M	0.1%
JNK State Street SPDR…	225.77K	221.90K	+1.7%	$21.61M	0.1%
DFIV Dimensional -…	408.49K	375.98K	+8.7%	$21.56M	0.1%
TMO Thermo Fisher…	40.38K	35.11K	+15.0%	$19.85M	0.1%
SPAB State Street SPDR…	782.78K	777.42K	+0.7%	$20.05M	0.1%
APD Air Products and…	66.88K	61.19K	+9.3%	$19.43M	0.1%
NOC Northrop Grumman…	28.39K	27.30K	+4.0%	$19.37M	0.1%
MISL	429.60K	388.43K	+10.6%	$19.21M	0.1%
FICO Fair Isaac Corporation	17.85K	6.73K	+165.1%	$19.06M	0.1%
CGIC Capital Group…	565.57K	516.83K	+9.4%	$18.73M	0.1%
CGNG Capital Group New…	584.47K	364.11K	+60.5%	$18.45M	0.1%
LNG Cheniere Energy, Inc.	64.78K	57.41K	+12.8%	$18.38M	0.1%
XAR State Street SPDR S&P…	72.13K	55.41K	+30.2%	$18.32M	0.1%
NEM Newmont Corporation	165.24K	151.27K	+9.2%	$17.89M	0.1%
AVDE Avantis International…	206.06K	192.72K	+6.9%	$17.48M	0.0%
HWM Howmet Aerospace Inc.	75.00K	72.18K	+3.9%	$17.28M	0.0%
ICE Intercontinental…	109.26K	63.80K	+71.2%	$17.18M	0.0%
AVLV Avantis U.S. Large Cap…	206.52K	177.56K	+16.3%	$16.65M	0.0%
IYE	247.02K	244.46K	+1.1%	$16.00M	0.0%
NET Cloudflare, Inc.	77.38K	64.17K	+20.6%	$15.97M	0.0%
APIE	439.76K	417.68K	+5.3%	$15.50M	0.0%
IVLU iShares MSCI Intl Value…	386.36K	263.08K	+46.9%	$15.33M	0.0%
EEMS	219.32K	193.62K	+13.3%	$15.17M	0.0%
FNDX Schwab Fundamental U.S.…	544.39K	446.03K	+22.1%	$15.16M	0.0%
STIP iShares 0-5 Year TIPS…	146.14K	134.15K	+8.9%	$15.12M	0.0%
CAH Cardinal Health, Inc.	70.27K	66.89K	+5.1%	$14.85M	0.0%
MDYV State Street SPDR S&P…	174.13K	162.80K	+7.0%	$14.83M	0.0%
URI United Rentals, Inc.	19.22K	17.66K	+8.8%	$14.00M	0.0%
VGK Vanguard FTSE Europe ETF	169.84K	161.45K	+5.2%	$14.00M	0.0%
WELL Welltower Inc.	70.80K	63.50K	+11.5%	$14.00M	0.0%
AVDV Avantis International…	138.29K	90.05K	+53.6%	$13.81M	0.0%
EME EMCOR Group, Inc.	18.47K	17.69K	+4.4%	$13.64M	0.0%
DAL Delta Air Lines, Inc.	204.74K	119.92K	+70.7%	$13.61M	0.0%
GTO Invesco Total Return…	285.81K	280.56K	+1.9%	$13.38M	0.0%
FIBR	147.81K	137.90K	+7.2%	$13.16M	0.0%
CTA	435.21K	116.43K	+273.8%	$13.15M	0.0%
BMY Bristol-Myers Squibb…	215.86K	184.63K	+16.9%	$13.09M	0.0%
MSTR Strategy Inc	104.22K	83.68K	+24.6%	$13.01M	0.0%
EMLC VanEck J.P. Morgan EM…	504.79K	346.40K	+45.7%	$12.68M	0.0%
APCB	419.05K	394.68K	+6.2%	$12.34M	0.0%
FHEQ Fidelity Hedged Equity…	413.40K	392.03K	+5.5%	$12.16M	0.0%
GVAL	359.35K	329.09K	+9.2%	$11.92M	0.0%
SCHX Schwab U.S. Large-Cap…	463.95K	396.33K	+17.1%	$11.90M	0.0%
DFAS Dimensional - US Small…	164.58K	149.60K	+10.0%	$11.71M	0.0%
CGIE Capital Group…	345.95K	277.93K	+24.5%	$11.70M	0.0%
PDBC Invesco Optimum Yield…	666.55K	591.50K	+12.7%	$11.54M	0.0%
OKE ONEOK, Inc.	127.58K	70.83K	+80.1%	$11.53M	0.0%
DFSV Dimensional - US Small…	326.53K	282.44K	+15.6%	$11.44M	0.0%
IUS	196.72K	135.86K	+44.8%	$11.39M	0.0%
JTEK JPMorgan U.S. Tech…	131.04K	126.03K	+4.0%	$10.42M	0.0%
TEL TE Connectivity plc	53.52K	46.27K	+15.7%	$11.19M	0.0%
GXPC	406.10K	274.87K	+47.7%	$11.18M	0.0%
VTHR Vanguard Russell 3000…	38.76K	30.18K	+28.4%	$11.14M	0.0%
RUNN	337.63K	228.97K	+47.5%	$10.88M	0.0%
SUSC iShares ESG Aware USD…	469.32K	457.94K	+2.5%	$10.86M	0.0%
CGCV Capital Group…	361.54K	321.05K	+12.6%	$10.78M	0.0%
VWOB Vanguard Emerging…	162.13K	138.86K	+16.8%	$10.65M	0.0%
FERG Ferguson plc	45.40K	33.98K	+33.6%	$10.59M	0.0%
DXCM DexCom, Inc.	160.48K	156.18K	+2.8%	$10.08M	0.0%

증권	주식 수	이전	변동	가치	비중
IVV iShares Core S&P 500 ETF	1.82M	1.85M	-1.4%	$1.19B	3.3%
AAPL Apple Inc.	2.57M	2.78M	-7.5%	$652.42M	1.8%
MSFT Microsoft Corporation	1.35M	1.44M	-6.2%	$498.66M	1.4%
QQQ Invesco QQQ Trust…	756.93K	905.37K	-16.4%	$436.88M	1.2%
AMZN Amazon.com, Inc.	2.13M	2.31M	-7.9%	$442.62M	1.2%
DYNF iShares U.S. Equity…	7.24M	8.64M	-16.3%	$421.05M	1.2%
VEA Vanguard FTSE Developed…	7.60M	8.35M	-8.9%	$487.02M	1.4%
VOO Vanguard S&P 500 ETF	679.38K	801.05K	-15.2%	$405.96M	1.1%
SPY State Street SPDR S&P…	613.23K	730.59K	-16.1%	$398.81M	1.1%
IEMG iShares Core MSCI…	6.22M	7.29M	-14.7%	$434.04M	1.2%
GOOGL Alphabet Inc.	1.28M	1.48M	-13.3%	$367.85M	1.0%
IVW iShares S&P 500 Growth…	3.34M	3.65M	-8.5%	$377.33M	1.0%
IVE iShares S&P 500 Value…	1.72M	2.10M	-18.2%	$363.41M	1.0%
SCHG Schwab U.S. Large-Cap…	9.07M	11.73M	-22.7%	$264.18M	0.7%
VUG Vanguard Morningstar…	663.01K	773.76K	-14.3%	$289.60M	0.8%
QUAL iShares MSCI USA…	1.42M	1.85M	-23.4%	$271.92M	0.8%
IEFA iShares Core MSCI EAFE…	4.02M	4.11M	-2.1%	$363.96M	1.0%
IUSB iShares Core Universal…	7.27M	7.44M	-2.3%	$335.58M	0.9%
META Meta Platforms, Inc.	452.51K	509.24K	-11.1%	$258.89M	0.7%
EFV iShares MSCI EAFE Value…	3.94M	4.48M	-12.1%	$292.73M	0.8%
OEF iShares S&P 100 ETF	47.14K	900.32K	-94.8%	$14.99M	0.0%
JPM JPMorgan Chase & Co.	795.26K	945.27K	-15.9%	$233.93M	0.6%
BDYN iShares Dynamic Equity…	10.38M	11.70M	-11.3%	$252.31M	0.7%
VTV Vanguard Morningstar…	1.17M	1.39M	-15.4%	$230.19M	0.6%
FELG Fidelity Enhanced Large…	6.12M	6.34M	-3.5%	$229.39M	0.6%
IWF iShares Russell 1000…	459.57K	526.78K	-12.8%	$195.96M	0.5%
DGRO iShares Core Dividend…	3.12M	3.57M	-12.6%	$219.12M	0.6%
AVGO Broadcom Inc.	659.93K	697.19K	-5.3%	$204.26M	0.6%
XLF State Street Financial…	3.27M	4.19M	-21.9%	$161.55M	0.4%
IJH iShares Core S&P…	2.90M	3.31M	-12.5%	$195.60M	0.5%
MUB iShares National Muni…	1.95M	2.03M	-4.0%	$206.75M	0.6%
GOOG Alphabet Inc.	639.02K	689.76K	-7.4%	$183.31M	0.5%
CGDV Capital Group Dividend…	4.27M	4.92M	-13.2%	$181.72M	0.5%
BND Vanguard Total Bond…	2.64M	2.78M	-5.0%	$194.75M	0.5%
XLK State Street Technology…	1.14M	1.34M	-14.7%	$151.91M	0.4%
SPYM State Street SPDR…	2.03M	2.40M	-15.6%	$155.23M	0.4%
TLH iShares 10-20 Year…	1.36M	1.85M	-26.3%	$137.42M	0.4%
BDVL iShares Disciplined…	5.90M	7.27M	-18.9%	$145.47M	0.4%
THRO iShares U.S. Thematic…	4.46M	4.60M	-3.1%	$161.46M	0.4%
JEPI JPMorgan Equity Premium…	2.74M	3.06M	-10.5%	$155.40M	0.4%
MTUM iShares MSCI USA…	626.01K	694.45K	-9.9%	$150.24M	0.4%
SCHD Schwab U.S. Dividend…	5.37M	6.30M	-14.8%	$164.71M	0.5%
IAU iShares Gold Trust	1.13M	2.11M	-46.3%	$99.76M	0.3%
GLD SPDR Gold Shares	344.77K	419.85K	-17.9%	$148.35M	0.4%
MBB iShares MBS ETF	1.41M	1.75M	-19.1%	$134.11M	0.4%
V Visa Inc.	419.49K	472.74K	-11.3%	$126.79M	0.4%
VWO Vanguard FTSE Emerging…	2.91M	3.08M	-5.3%	$157.47M	0.4%
TSLA Tesla, Inc.	353.88K	364.56K	-2.9%	$131.56M	0.4%
LLY Eli Lilly and Company	151.25K	152.05K	-0.5%	$139.11M	0.4%
IJR iShares Core S&P…	1.21M	1.35M	-10.8%	$150.10M	0.4%
CGGR Capital Group Growth ETF	3.21M	3.64M	-11.8%	$129.11M	0.4%
VTI Vanguard Morningstar…	455.87K	479.82K	-5.0%	$146.25M	0.4%
AGG iShares Core U.S.…	1.36M	1.57M	-13.2%	$134.91M	0.4%
ITA iShares U.S. Aerospace…	334.19K	725.03K	-53.9%	$73.10M	0.2%
AVEM Avantis Emerging…	1.83M	1.97M	-7.0%	$147.74M	0.4%
BINC iShares Flexible Income…	2.67M	2.86M	-6.7%	$138.68M	0.4%
ABBV AbbVie Inc.	551.57K	659.52K	-16.4%	$119.96M	0.3%
CGUS Capital Group Core…	2.96M	3.44M	-14.0%	$113.73M	0.3%
TSM Taiwan Semiconductor…	376.22K	454.81K	-17.3%	$127.14M	0.4%
JIRE JPMorgan International…	1.73M	1.78M	-2.9%	$130.94M	0.4%
WMT Walmart Inc.	1.01M	1.17M	-14.0%	$125.43M	0.3%
VIG Vanguard Dividend…	493.25K	590.72K	-16.5%	$106.08M	0.3%
WT WisdomTree, Inc.	1.90M	2.35M	-19.4%	$102.76M	0.3%
BUFR FT Vest Laddered Buffer…	3.00M	3.63M	-17.2%	$101.39M	0.3%
XONA.DE Exxon Mobil Corporation	695.66K	814.50K	-14.6%	$118.03M	0.3%
XLI State Street Industrial…	641.89K	752.43K	-14.7%	$103.81M	0.3%
COST Costco Wholesale…	116.97K	133.87K	-12.6%	$116.56M	0.3%
VB Vanguard Morningstar…	375.34K	440.70K	-14.8%	$98.31M	0.3%
FBND Fidelity Total Bond ETF	2.16M	2.47M	-12.5%	$98.51M	0.3%
LQD iShares iBoxx $…	995.76K	1.03M	-2.9%	$108.53M	0.3%
VBK Vanguard Morningstar…	327.72K	371.90K	-11.9%	$99.05M	0.3%
HD The Home Depot, Inc.	270.08K	324.31K	-16.7%	$88.83M	0.2%
VO Vanguard Morningstar…	335.50K	384.04K	-12.6%	$96.35M	0.3%
QQQM Invesco NASDAQ 100 ETF	390.84K	439.32K	-11.0%	$92.87M	0.3%
CGGO Capital Group Global…	2.82M	3.18M	-11.5%	$94.00M	0.3%
PM Philip Morris…	534.69K	666.14K	-19.7%	$88.41M	0.2%
IEUR iShares Core MSCI…	1.08M	1.47M	-26.2%	$76.14M	0.2%
RDVY First Trust Rising…	1.36M	1.50M	-9.3%	$92.71M	0.3%
COWZ Pacer US Cash Cows 100…	1.37M	1.70M	-19.2%	$85.87M	0.2%
CVX Chevron Corporation	492.08K	524.49K	-6.2%	$101.81M	0.3%
SMH VanEck Semiconductor ETF	258.73K	280.61K	-7.8%	$99.20M	0.3%
MA Mastercard Incorporated	154.95K	173.83K	-10.9%	$77.42M	0.2%
IWD iShares Russell 1000…	401.07K	455.28K	-11.9%	$85.70M	0.2%
VV Vanguard Morningstar…	257.44K	298.56K	-13.8%	$76.94M	0.2%
PLTR Palantir Technologies…	497.53K	526.33K	-5.5%	$72.78M	0.2%
SLV iShares Silver Trust	795.31K	1.40M	-43.3%	$54.19M	0.1%
CSCO Cisco Systems, Inc.	956.31K	1.17M	-18.4%	$74.20M	0.2%
VYM Vanguard High Dividend…	522.53K	627.14K	-16.7%	$77.39M	0.2%
MS Morgan Stanley	436.38K	503.12K	-13.3%	$71.82M	0.2%
MTBA	1.63M	1.76M	-7.0%	$80.71M	0.2%
CAT Caterpillar Inc.	123.53K	148.91K	-17.1%	$87.51M	0.2%
GS The Goldman Sachs…	81.92K	98.48K	-16.8%	$69.30M	0.2%
BNDX Vanguard Total…	1.67M	1.78M	-6.3%	$80.33M	0.2%
IGSB iShares 1-5 Year…	1.60M	1.63M	-1.9%	$83.91M	0.2%
SPHY State Street SPDR…	3.22M	3.38M	-4.6%	$75.15M	0.2%
JEPQ JPMorgan Nasdaq Equity…	1.19M	1.34M	-11.6%	$65.95M	0.2%
BLK BlackRock, Inc.	54.92K	72.46K	-24.2%	$52.82M	0.1%
ITOT iShares Core S&P Total…	451.48K	511.38K	-11.7%	$64.30M	0.2%
JBND JPMorgan Active Bond ETF	1.25M	1.40M	-10.5%	$67.48M	0.2%
EFA iShares MSCI EAFE ETF	664.23K	778.93K	-14.7%	$64.52M	0.2%
CRM Salesforce, Inc.	232.14K	276.69K	-16.1%	$43.33M	0.1%
JNJ Johnson & Johnson	281.67K	352.13K	-20.0%	$68.85M	0.2%
ABT Abbott Laboratories	437.35K	573.80K	-23.8%	$44.90M	0.1%
VZ Verizon Communications…	1.41M	1.61M	-12.2%	$70.93M	0.2%
BIL State Street SPDR…	550.04K	774.55K	-29.0%	$50.41M	0.1%
ACWX iShares MSCI ACWI ex…	995.40K	1.05M	-5.1%	$68.16M	0.2%
SCHF Schwab International…	2.66M	2.92M	-9.1%	$65.74M	0.2%
IYW iShares U.S. Technology…	219.71K	349.62K	-37.2%	$39.86M	0.1%
SCHW The Charles Schwab…	575.02K	692.18K	-16.9%	$54.04M	0.1%
XLV State Street Health…	363.69K	443.75K	-18.0%	$53.32M	0.1%
BSV Vanguard Short-Term…	820.05K	869.34K	-5.7%	$64.30M	0.2%
SPHQ Invesco S&P 500 Quality…	823.06K	903.02K	-8.9%	$61.89M	0.2%
SPMO Invesco S&P 500…	482.82K	567.00K	-14.8%	$54.13M	0.1%
VEU Vanguard FTSE All-World…	801.53K	916.07K	-12.5%	$60.20M	0.2%
AMGN Amgen Inc.	184.94K	205.28K	-9.9%	$65.07M	0.2%
IBM International Business…	191.14K	225.31K	-15.2%	$46.33M	0.1%
VGT Vanguard Information…	80.40K	87.12K	-7.7%	$56.10M	0.2%
IWB iShares Russell 1000 ETF	169.88K	174.86K	-2.9%	$60.57M	0.2%
JPEF	673.13K	872.99K	-22.9%	$48.34M	0.1%
CGMU Capital Group Municipal…	2.06M	2.38M	-13.3%	$55.95M	0.2%

증권	주식 수	이전	변동	가치	비중
GLIN	—	115.02K	퇴출	$5.30M	0.0%
OGIG	—	99.14K	퇴출	$5.21M	0.0%
SMOT	—	139.78K	퇴출	$5.06M	0.0%
EVSD Eaton Vance Short…	—	90.27K	퇴출	$4.64M	0.0%
CYBR CyberArk Software Ltd.	—	8.99K	퇴출	$4.01M	0.0%
AXTA Axalta Coating Systems…	—	86.31K	퇴출	$2.79M	0.0%
EXAS Exact Sciences…	—	21.01K	퇴출	$2.13M	0.0%
QGEN Qiagen N.V.	—	46.19K	퇴출	$2.08M	0.0%
DIAX	—	135.85K	퇴출	$2.07M	0.0%
INOV	—	56.60K	퇴출	$1.95M	0.0%
BUFG	—	70.65K	퇴출	$1.94M	0.0%
USVN	—	39.96K	퇴출	$1.94M	0.0%
FLR Fluor Corporation	—	47.91K	퇴출	$1.90M	0.0%
CPNG Coupang, Inc.	—	63.87K	퇴출	$1.51M	0.0%
AI C3.ai, Inc.	—	108.51K	퇴출	$1.46M	0.0%
CRMD CorMedix Inc.	—	120.26K	퇴출	$1.40M	0.0%
CAIE	—	46.79K	퇴출	$1.25M	0.0%
GLXY Galaxy Digital	—	55.59K	퇴출	$1.24M	0.0%
RUN Sunrun Inc.	—	65.56K	퇴출	$1.21M	0.0%
VAL Valaris Limited	—	23.71K	퇴출	$1.19M	0.0%
HUM Humana Inc.	—	4.49K	퇴출	$1.15M	0.0%
MP MP Materials Corp.	—	22.59K	퇴출	$1.14M	0.0%
GERN Geron Corporation	—	834.12K	퇴출	$1.10M	0.0%
VIPS Vipshop Holdings Limited	—	57.86K	퇴출	$1.02M	0.0%
WYNN Wynn Resorts, Limited	—	7.75K	퇴출	$932,157	0.0%
Z Zillow Group, Inc.…	—	12.86K	퇴출	$877,582	0.0%
ACM Aecom	—	8.36K	퇴출	$796,466	0.0%
CFLT Confluent, Inc.	—	26.01K	퇴출	$786,482	0.0%
NEXT Nextdecade Corp	—	140.70K	퇴출	$741,489	0.0%
CNR Core Natural Resources…	—	8.16K	퇴출	$722,511	0.0%
PINK	—	19.23K	퇴출	$703,855	0.0%
MFUS	—	11.55K	퇴출	$654,077	0.0%
CNXC Concentrix Corporation	—	15.59K	퇴출	$648,008	0.0%
PBW	—	21.07K	퇴출	$643,593	0.0%
HRB H&R Block, Inc.	—	14.38K	퇴출	$626,715	0.0%
ZLAB Zai Lab Limited	—	34.42K	퇴출	$607,186	0.0%
PPLI People Incorporated	—	15.48K	퇴출	$605,112	0.0%
BMNR Bitmine Immersion…	—	21.39K	퇴출	$580,847	0.0%
BBC	—	14.94K	퇴출	$575,887	0.0%
COKE Coca-Cola Consolidated…	—	3.75K	퇴출	$574,156	0.0%
IPAR Inter Parfums, Inc.	—	6.69K	퇴출	$567,845	0.0%
CWS	—	8.22K	퇴출	$564,664	0.0%
VCYT Veracyte, Inc.	—	13.31K	퇴출	$560,477	0.0%
PAYC Paycom Software, Inc.	—	3.49K	퇴출	$555,465	0.0%
GRW	—	17.54K	퇴출	$545,858	0.0%
CWAN Clearwater Analytics…	—	22.50K	퇴출	$542,652	0.0%
KBWB Invesco KBW Bank ETF	—	6.31K	퇴출	$531,802	0.0%
HEEM	—	15.25K	퇴출	$530,185	0.0%
SFM Sprouts Farmers Market…	—	6.58K	퇴출	$524,229	0.0%
FAI	—	12.75K	퇴출	$523,519	0.0%
FXG	—	8.49K	퇴출	$515,344	0.0%
LFSC	—	13.59K	퇴출	$497,667	0.0%
CLSE	—	18.18K	퇴출	$496,743	0.0%
LNWO Light & Wonder, Inc.	—	4.54K	퇴출	$467,926	0.0%
GIB CGI Inc.	—	5.05K	퇴출	$466,507	0.0%
BKTI	—	6.15K	퇴출	$458,878	0.0%
GOVI	—	16.62K	퇴출	$457,781	0.0%
CIGI Colliers International…	—	3.10K	퇴출	$454,981	0.0%
UNFI United Natural Foods…	—	13.40K	퇴출	$451,178	0.0%
DUOL Duolingo, Inc.	—	2.53K	퇴출	$444,717	0.0%
PDD PDD Holdings Inc.	—	3.88K	퇴출	$440,180	0.0%
FRSH Freshworks Inc.	—	35.86K	퇴출	$439,297	0.0%
VIV Telefônica Brasil S.A.	—	36.94K	퇴출	$438,144	0.0%
RZV	—	3.59K	퇴출	$427,328	0.0%
TUA	—	19.45K	퇴출	$426,039	0.0%
ALKT Alkami Technology, Inc.	—	18.44K	퇴출	$425,480	0.0%
U Unity Software Inc.	—	9.61K	퇴출	$424,253	0.0%
ILOW Alliance Bernstein - AB…	—	9.83K	퇴출	$418,774	0.0%
SEE Sealed Air Corporation	—	9.98K	퇴출	$413,388	0.0%
PARR Par Pacific Holdings…	—	11.59K	퇴출	$407,132	0.0%
REVG REV Group, Inc.	—	6.34K	퇴출	$385,329	0.0%
BBH	—	2.03K	퇴출	$383,664	0.0%
XAPR	—	10.47K	퇴출	$381,651	0.0%
LPX Louisiana-Pacific…	—	4.68K	퇴출	$377,978	0.0%
NGD New Gold Inc.	—	42.78K	퇴출	$372,631	0.0%
CCB Coastal Financial…	—	3.25K	퇴출	$372,074	0.0%
IBLC	—	9.02K	퇴출	$369,143	0.0%
CADE Cadence Bank	—	8.57K	퇴출	$367,314	0.0%
GEN Gen Digital Inc.	—	13.13K	퇴출	$357,114	0.0%
DSGX The Descartes Systems…	—	4.06K	퇴출	$356,075	0.0%
PI Impinj, Inc.	—	2.01K	퇴출	$349,238	0.0%
SILA Sila Realty Trust, Inc.	—	14.47K	퇴출	$337,330	0.0%
WK Workiva Inc.	—	3.89K	퇴출	$335,426	0.0%
BXMX	—	22.63K	퇴출	$332,615	0.0%
SPSC SPS Commerce, Inc.	—	3.61K	퇴출	$321,403	0.0%
AVTR Avantor, Inc.	—	27.79K	퇴출	$318,473	0.0%
ROOT Root, Inc.	—	4.38K	퇴출	$316,367	0.0%
CVSA Covista Inc.	—	3.03K	퇴출	$313,307	0.0%
GRAL GRAIL Inc.	—	3.64K	퇴출	$311,291	0.0%
KBH KB Home	—	5.51K	퇴출	$311,085	0.0%
UPWK Upwork Inc.	—	15.62K	퇴출	$309,678	0.0%
MMS Maximus, Inc.	—	3.57K	퇴출	$307,807	0.0%
SKY Champion Homes, Inc.	—	3.64K	퇴출	$307,580	0.0%
IAK	—	2.25K	퇴출	$306,018	0.0%
HISF	—	6.76K	퇴출	$305,932	0.0%
FXE Invesco CurrencyShares…	—	2.82K	퇴출	$305,395	0.0%
IESC IES Holdings, Inc.	—	784	퇴출	$304,992	0.0%
HRL Hormel Foods Corporation	—	12.76K	퇴출	$302,417	0.0%
TEM Tempus AI, Inc.	—	5.12K	퇴출	$302,277	0.0%
DIAL	—	16.24K	퇴출	$298,004	0.0%
CVLT Commvault Systems, Inc.	—	2.36K	퇴출	$295,975	0.0%
ECG Everus Construction…	—	3.44K	퇴출	$294,302	0.0%
TDC Teradata Corporation	—	9.64K	퇴출	$293,533	0.0%
PPLT abrdn Physical Platinum…	—	1.57K	퇴출	$293,254	0.0%
PBNV	—	9.97K	퇴출	$293,115	0.0%
QTWO Q2 Holdings, Inc.	—	4.04K	퇴출	$291,382	0.0%
VVX V2X, Inc.	—	5.33K	퇴출	$290,479	0.0%
VNO Vornado Realty Trust	—	8.66K	퇴출	$288,270	0.0%
AGM Federal Agricultural…	—	1.64K	퇴출	$287,837	0.0%
RSPG	—	3.60K	퇴출	$286,575	0.0%
HHH Howard Hughes Holdings…	—	3.59K	퇴출	$286,534	0.0%
BOX Box, Inc.	—	9.50K	퇴출	$284,115	0.0%
NWN Northwest Natural…	—	6.07K	퇴출	$283,784	0.0%
FIVA	—	8.26K	퇴출	$282,631	0.0%
CALX Calix, Inc.	—	5.33K	퇴출	$282,329	0.0%
TEFOF	—	69.63K	퇴출	$281,990	0.0%
PSR	—	3.12K	퇴출	$281,469	0.0%
SIXO	—	8.08K	퇴출	$280,688	0.0%
NMIH NMI Holdings, Inc.	—	6.67K	퇴출	$272,192	0.0%
GUSE	—	6.67K	퇴출	$269,880	0.0%

포지션 보유 기간

1900–1 분기

27402–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Envestnet Asset Management Inc	3045	61.7%	0.8905	비교 ⇄
Cetera Investment Advisers	2941	58.3%	0.8696	비교 ⇄
LPL Financial LLC	3080	51.2%	0.8502	비교 ⇄
Commonwealth Equity Services, Llc	2758	57.4%	0.8371	비교 ⇄
Truist Financial Corp	2260	59.8%	0.8025	비교 ⇄
Mariner, LLC	2088	45.5%	0.7854	비교 ⇄
Corient Private Wealth LP	1991	47.7%	0.7785	비교 ⇄
Captrust Financial Advisors	2116	49.9%	0.7462	비교 ⇄

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

공시 기록

Aug 07 2026 13F-HR · 기간 Q2 2026

$49.01B · 3,254 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

May 04 2026 13F-HR · 기간 Q1 2026

$36.06B · 2,995 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$41.05B · 3,037 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$37.47B · 2,879 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$34.65M · 2,802 등록된 보유 종목 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q1 2026 · 최근 공시 Aug 07, 2026 · 변동 산출 방법론

☆ Mml Investors Services, Llc

Mml Investors Services, Llc