운용사 기록 · ✦ 큐레이션 · 과거 분기 (아카이브)

Morgan Stanley

Bank/wealth platform · New York, NY · CIK 895421 · EDGAR 공시 ↗

Bank-affiliated adviser aggregating client assets.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 변동 ⇄

$1.67T보고된 13F 가치

45,419포지션

22.2%상위 10개 비중

131.20유효 보유 종목

5.8%추정 회전율

+248신규

−174청산

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 Q3 2025 → Q2 2026

섹터 익스포저

금융 서비스 35.2% (+0.2pp)

기술 23.4% (-0.7pp)

헬스케어 8.1% (+0.8pp)

경기소비재 8.0% (-0.3pp)

커뮤니케이션 서비스 7.6% (+0.2pp)

산업재 6.3% (-0.1pp)

필수소비재 3.6% (-0.2pp)

에너지 2.8% (+0.1pp)

기초소재 1.9% (+0.0pp)

유틸리티 1.8% (+0.0pp)

부동산 1.4% (+0.0pp)

보고된 보통주 가치 대비 비중; (±pp) 전 분기 대비.

포트폴리오 · Q4 2025

#	증권	비중	가치	주식 수	Δ 주식 수		보유
1	AAPL Apple Inc.	3.7%	$27.22B	100.11M	+0.6%	▲ Add	2
2	MSFT Microsoft Corporation	3.5%	$21.64B	44.74M	+0.8%	▲ Add	2
3	NVDA NVIDIA Corporation	3.6%	$20.49B	109.89M	+0.2%	▲ Add	2
4	NVDA NVIDIA Corporation	3.6%	$18.49B	99.15M	+0.2%	▲ Add	2
5	AAPL Apple Inc.	3.7%	$17.70B	65.13M	+0.6%	▲ Add	2
6	MSFT Microsoft Corporation	3.5%	$16.67B	34.46M	+0.8%	▲ Add	2
7	GOOGL Alphabet Inc.	2.3%	$16.01B	51.13M	-0.1%	▼ Trim	2
8	AMZN Amazon.com, Inc.	2.2%	$15.32B	66.37M	-0.8%	▼ Trim	2
9	SPY State Street SPDR S&P 500…	1.2%	$12.89B	18.91M	-27.9%	▼ Trim	2
10	IWF iShares Russell 1000 Growth…	0.8%	$12.80B	27.04M	+2.2%	▲ Add	2
11	IVV iShares Core S&P 500 ETF	1.0%	$12.35B	18.03M	-1.2%	▼ Trim	2
12	JPM JPMorgan Chase & Co.	1.3%	$11.86B	36.80M	+1.4%	▲ Add	2
13	VOO Vanguard S&P 500 ETF	0.9%	$10.09B	16.08M	-3.5%	▼ Trim	2
14	AMZN Amazon.com, Inc.	2.2%	$9.50B	41.16M	-0.8%	▼ Trim	2
15	BND Vanguard Total Bond Market…	0.6%	$9.25B	124.93M	+15.0%	▲ Add	2
16	AVGO Broadcom Inc.	1.5%	$9.01B	26.03M	-0.1%	▼ Trim	2
17	GOOGL Alphabet Inc.	2.3%	$8.84B	28.25M	-0.1%	▼ Trim	2
18	IWD iShares Russell 1000 Value…	0.5%	$8.18B	38.89M	+9.0%	▲ Add	2
19	AVGO Broadcom Inc.	1.5%	$8.09B	23.37M	-0.1%	▼ Trim	2
20	LLY Eli Lilly and Company	1.0%	$7.80B	7.26M	+2.7%	▲ Add	2
21	IEFA iShares Core MSCI EAFE ETF	0.6%	$7.73B	86.40M	+4.9%	▲ Add	2
22	META Meta Platforms, Inc.	1.5%	$7.56B	11.45M	+2.2%	▲ Add	2
23	GOOG Alphabet Inc.	1.3%	$7.16B	22.83M	+1.6%	▲ Add	2
24	VUG Vanguard Morningstar Growth…	0.4%	$6.97B	14.28M	-2.6%	▼ Trim	2
25	QQQ Invesco QQQ Trust, Series 1	0.6%	$6.87B	11.19M	-34.7%	▼ Trim	2
26	GOOG Alphabet Inc.	1.3%	$6.83B	21.77M	+1.6%	▲ Add	2
27	V Visa Inc.	1.0%	$6.57B	18.72M	-2.5%	▼ Trim	2
28	META Meta Platforms, Inc.	1.5%	$6.48B	9.81M	+2.2%	▲ Add	2
29	NVDA NVIDIA Corporation	3.6%	$6.40B	34.29M	+0.2%	▲ Add	2
30	VTV Vanguard Morningstar Value…	0.4%	$6.32B	33.06M	-0.1%	▼ Trim	2
31	BRK-B Berkshire Hathaway Inc.	0.8%	$6.02B	11.97M	-1.1%	▼ Trim	2
32	IEMG iShares Core MSCI Emerging…	0.4%	$5.92B	88.08M	+4.0%	▲ Add	2
33	SPY State Street SPDR S&P 500…	1.2%	$5.83B	8.54M	-27.9%	▼ Trim	2
34	AAPL Apple Inc.	3.7%	$5.63B	20.72M	+0.6%	▲ Add	2
35	MSFT Microsoft Corporation	3.5%	$5.59B	11.56M	+0.8%	▲ Add	2
36	VOO Vanguard S&P 500 ETF	0.9%	$5.16B	8.23M	-3.5%	▼ Trim	2
37	TSLA Tesla, Inc.	1.0%	$5.03B	11.18M	-1.0%	▼ Trim	2
38	JNJ Johnson & Johnson	0.6%	$4.96B	23.96M	-4.0%	▼ Trim	2
39	RSP Invesco S&P 500 Equal…	0.4%	$4.94B	25.77M	+7.9%	▲ Add	2
40	WMT Walmart Inc.	0.6%	$4.92B	44.12M	-1.1%	▼ Trim	2
41	ABBV AbbVie Inc.	0.5%	$4.89B	21.41M	-3.9%	▼ Trim	2
42	GOOGL Alphabet Inc.	2.3%	$4.71B	15.04M	-0.1%	▼ Trim	2
43	HD The Home Depot, Inc.	0.5%	$4.55B	13.22M	-1.7%	▼ Trim	2
44	JPM JPMorgan Chase & Co.	1.3%	$4.52B	14.02M	+1.4%	▲ Add	2
45	NVDA NVIDIA Corporation	3.6%	$4.47B	23.98M	+0.2%	▲ Add	2
46	VTI Vanguard Morningstar Total…	0.3%	$4.42B	13.19M	-0.1%	▼ Trim	2
47	XONA.DE Exxon Mobil Corporation	0.5%	$4.28B	35.60M	-0.6%	▼ Trim	2
48	IVW iShares S&P 500 Growth ETF	0.2%	$4.12B	33.43M	+0.6%	▲ Add	2
49	BX Blackstone Inc.	0.3%	$4.11B	26.68M	+2.0%	▲ Add	2
50	PANW Palo Alto Networks, Inc.	0.3%	$4.08B	22.13M	-1.0%	▼ Trim	2
51	LLY Eli Lilly and Company	1.0%	$4.01B	3.73M	+2.7%	▲ Add	2
52	TSLA Tesla, Inc.	1.0%	$3.96B	8.81M	-1.0%	▼ Trim	2
53	COST Costco Wholesale Corporation	0.5%	$3.95B	4.58M	+1.1%	▲ Add	2
54	AAPL Apple Inc.	3.7%	$3.82B	14.05M	+0.6%	▲ Add	2
55	GLD SPDR Gold Shares	0.3%	$3.82B	9.64M	+22.4%	▲ Add	2
56	VEA Vanguard FTSE Developed…	0.3%	$3.79B	60.74M	+44.0%	▲ Add	2
57	NVDA NVIDIA Corporation	3.6%	$3.77B	20.22M	+0.2%	▲ Add	2
58	BRK-B Berkshire Hathaway Inc.	0.8%	$3.76B	7.47M	-1.1%	▼ Trim	2
59	AAPL Apple Inc.	3.7%	$3.65B	13.41M	+0.6%	▲ Add	2
60	NEE NextEra Energy, Inc.	0.3%	$3.44B	42.83M	-0.8%	▼ Trim	2
61	MSFT Microsoft Corporation	3.5%	$3.36B	6.95M	+0.8%	▲ Add	2
62	TMO Thermo Fisher Scientific…	0.4%	$3.31B	5.72M	-6.5%	▼ Trim	2
63	MSFT Microsoft Corporation	3.5%	$3.25B	6.72M	+0.8%	▲ Add	2
64	GS The Goldman Sachs Group…	0.4%	$3.21B	3.65M	-3.0%	▼ Trim	2
65	IVE iShares S&P 500 Value ETF	0.2%	$3.19B	15.05M	+7.5%	▲ Add	2
66	NFLX Netflix, Inc.	0.5%	$3.15B	33.57M	+0.3% ✂	▲ Add	2
67	V Visa Inc.	1.0%	$3.13B	8.92M	-2.5%	▼ Trim	2
68	JPST JPMorgan Ultra-Short Income…	0.2%	$3.11B	61.47M	+2.4%	▲ Add	2
69	CVX Chevron Corporation	0.3%	$3.04B	19.94M	-0.8%	▼ Trim	2
70	AMZN Amazon.com, Inc.	2.2%	$3.04B	13.17M	-0.8%	▼ Trim	2
71	RTX RTX Corporation	0.3%	$3.02B	16.48M	+0.3%	▲ Add	2
72	AMGN Amgen Inc.	0.3%	$2.99B	9.14M	-1.0%	▼ Trim	2
73	PG The Procter & Gamble Company	0.4%	$2.96B	20.66M	-4.9%	▼ Trim	2
74	VIG Vanguard Dividend…	0.2%	$2.77B	12.59M	+2.0%	▲ Add	2
75	MCD McDonald's Corporation	0.3%	$2.72B	8.90M	-1.9%	▼ Trim	2
76	NET Cloudflare, Inc.	0.2%	$2.71B	13.74M	-5.3%	▼ Trim	2
77	JEPI JPMorgan Equity Premium…	0.2%	$2.70B	47.16M	+0.6%	▲ Add	2
78	ETN Eaton Corporation plc	0.2%	$2.68B	8.41M	+1.6%	▲ Add	2
79	MSFT Microsoft Corporation	3.5%	$2.67B	5.52M	+0.8%	▲ Add	2
80	AGG iShares Core U.S. Aggregate…	0.2%	$2.64B	26.45M	+4.0%	▲ Add	2
81	MA Mastercard Incorporated	0.5%	$2.63B	4.61M	+0.8%	▲ Add	2
82	IWP iShares Russell Mid-Cap…	0.2%	$2.63B	19.20M	-2.1%	▼ Trim	2
83	XLK State Street Technology…	0.2%	$2.57B	17.82M	-8.1% ✂	▼ Trim	2
84	BAC Bank of America Corporation	0.4%	$2.56B	46.47M	+9.9%	▲ Add	2
85	MA Mastercard Incorporated	0.5%	$2.52B	4.42M	+0.8%	▲ Add	2
86	CSCO Cisco Systems, Inc.	0.3%	$2.52B	32.69M	+0.3%	▲ Add	2
87	MORGAN STANLEY PATHWAY FDS (미매핑)	—	$2.51B	46.16M	—		—
88	CRM Salesforce, Inc.	0.3%	$2.50B	9.45M	-0.9%	▼ Trim	2
89	HON Honeywell International Inc.	0.2%	$2.48B	12.71M	+4.7%	▲ Add	2
90	KO The Coca-Cola Company	0.4%	$2.48B	35.42M	-2.4%	▼ Trim	2
91	AXP American Express Company	0.3%	$2.47B	6.67M	-0.2%	▼ Trim	2
92	AMZN Amazon.com, Inc.	2.2%	$2.46B	10.64M	-0.8%	▼ Trim	2
93	VWO Vanguard FTSE Emerging…	0.2%	$2.44B	45.45M	+5.7%	▲ Add	2
94	IJH iShares Core S&P Mid-Cap ETF	0.1%	$2.42B	36.71M	-0.1%	▼ Trim	2
95	AVGO Broadcom Inc.	1.5%	$2.37B	6.86M	-0.1%	▼ Trim	2
96	VO Vanguard Morningstar…	0.1%	$2.37B	8.15M	+3.2%	▲ Add	2
97	IUSG iShares Core S&P U.S.…	0.1%	$2.35B	13.98M	-0.1%	▼ Trim	2
98	BLK BlackRock, Inc.	0.2%	$2.30B	2.15M	+0.1%	▲ Add	2
99	WFC Wells Fargo & Company	0.3%	$2.24B	24.02M	-2.9%	▼ Trim	2
100	MRK Merck & Co., Inc.	0.3%	$2.24B	21.24M	+0.8%	▲ Add	2
101	WMT Walmart Inc.	0.6%	$2.23B	20.05M	-1.1%	▼ Trim	2
102	BSV Vanguard Short-Term Bond ETF	0.1%	$2.20B	27.97M	-20.9%	▼ Trim	2
103	PBUS Invesco MSCI USA ETF	0.1%	$2.20B	32.16M	+19.6%	▲ Add	2
104	BIL State Street SPDR Bloomberg…	0.1%	$2.17B	23.80M	-4.0%	▼ Trim	2
105	XONA.DE Exxon Mobil Corporation	0.5%	$2.15B	17.86M	-0.6%	▼ Trim	2
106	IJR iShares Core S&P Small-Cap…	0.1%	$2.13B	17.74M	+0.5%	▲ Add	2
107	META Meta Platforms, Inc.	1.5%	$2.13B	3.23M	+2.2%	▲ Add	2
108	GEV GE Vernova Inc.	0.2%	$2.12B	3.25M	+12.8%	▲ Add	2
109	JNJ Johnson & Johnson	0.6%	$2.10B	10.16M	-4.0%	▼ Trim	2
110	IVV iShares Core S&P 500 ETF	1.0%	$2.10B	3.07M	-1.2%	▼ Trim	2
111	ORCL Oracle Corporation	0.3%	$2.04B	10.49M	+1.9%	▲ Add	2
112	UBER Uber Technologies, Inc.	0.4%	$2.02B	24.75M	+2.3%	▲ Add	2
113	NFLX Netflix, Inc.	0.5%	$2.01B	21.48M	+0.3% ✂	▲ Add	2
114	IBM International Business…	0.3%	$2.01B	6.80M	-7.3%	▼ Trim	2
115	UNH UnitedHealth Group…	0.3%	$2.01B	6.07M	+3.6%	▲ Add	2
116	ABBV AbbVie Inc.	0.5%	$2.00B	8.74M	-3.9%	▼ Trim	2
117	IAU iShares Gold Trust	0.1%	$2.00B	24.58M	+0.2%	▲ Add	2
118	VB Vanguard Morningstar…	0.1%	$1.99B	7.70M	+1.1%	▲ Add	2
119	NVDA NVIDIA Corporation	3.6%	$1.95B	10.47M	+0.2%	▲ Add	2
120	XLF State Street Financial…	0.1%	$1.94B	35.49M	-13.7%	▼ Trim	2
121	LMT Lockheed Martin Corporation	0.2%	$1.92B	3.96M	+10.1%	▲ Add	2
122	TSLA Tesla, Inc.	1.0%	$1.91B	4.26M	-1.0%	▼ Trim	2
123	GOOG Alphabet Inc.	1.3%	$1.89B	6.03M	+1.6%	▲ Add	2
124	NVDA NVIDIA Corporation	3.6%	$1.85B	9.90M	+0.2%	▲ Add	2
125	DASH DoorDash, Inc.	0.2%	$1.84B	8.13M	+2.3%	▲ Add	2
126	EFA iShares MSCI EAFE ETF	0.2%	$1.83B	19.00M	+15.5%	▲ Add	2
127	GOOGL Alphabet Inc.	2.3%	$1.82B	5.82M	-0.1%	▼ Trim	2
128	AMZN Amazon.com, Inc.	2.2%	$1.81B	7.85M	-0.8%	▼ Trim	2
129	TSLA Tesla, Inc.	1.0%	$1.81B	4.02M	-1.0%	▼ Trim	2
130	COST Costco Wholesale Corporation	0.5%	$1.79B	2.08M	+1.1%	▲ Add	2
131	QUAL iShares MSCI USA Quality…	0.1%	$1.77B	8.90M	-6.4%	▼ Trim	2
132	GOOG Alphabet Inc.	1.3%	$1.73B	5.50M	+1.6%	▲ Add	2
133	TSM Taiwan Semiconductor…	0.2%	$1.72B	5.65M	-10.5%	▼ Trim	2
134	SHOP Shopify Inc.	0.3%	$1.71B	10.63M	-9.7%	▼ Trim	2
135	CAT Caterpillar Inc.	0.2%	$1.71B	2.98M	-2.2%	▼ Trim	2
136	GOOGL Alphabet Inc.	2.3%	$1.69B	5.41M	-0.1%	▼ Trim	2
137	QQQ Invesco QQQ Trust, Series 1	0.6%	$1.69B	2.75M	-34.7%	▼ Trim	2
138	VEU Vanguard FTSE All-World…	0.1%	$1.66B	22.60M	-2.5%	▼ Trim	2
139	MSFT Microsoft Corporation	3.5%	$1.64B	3.40M	+0.8%	▲ Add	2
140	V Visa Inc.	1.0%	$1.64B	4.69M	-2.5%	▼ Trim	2
141	AAPL Apple Inc.	3.7%	$1.64B	6.04M	+0.6%	▲ Add	2
142	IWM iShares Russell 2000 ETF	0.3%	$1.64B	6.66M	-5.7%	▼ Trim	2
143	META Meta Platforms, Inc.	1.5%	$1.63B	2.48M	+2.2%	▲ Add	2
144	AMD Advanced Micro Devices, Inc.	0.3%	$1.63B	7.61M	-16.7%	▼ Trim	2
145	PLTR Palantir Technologies Inc.	0.3%	$1.62B	9.14M	-3.4%	▼ Trim	2
146	CEG Constellation Energy…	0.2%	$1.62B	4.60M	+0.5%	▲ Add	2
147	GOOGL Alphabet Inc.	2.3%	$1.62B	5.18M	-0.1%	▼ Trim	2
148	VCIT Vanguard Intermediate-Term…	0.1%	$1.61B	19.26M	+22.4%	▲ Add	2
149	BAC Bank of America Corporation	0.4%	$1.61B	29.31M	+9.9%	▲ Add	2
150	FBND Fidelity Total Bond ETF	0.1%	$1.60B	34.71M	+16.2%	▲ Add	2
151	AMD Advanced Micro Devices, Inc.	0.3%	$1.59B	7.42M	-16.7%	▼ Trim	2
152	VGT Vanguard Information…	0.1%	$1.58B	2.10M	+1.2%	▲ Add	2
153	META Meta Platforms, Inc.	1.5%	$1.58B	2.39M	+2.2%	▲ Add	2
154	HD The Home Depot, Inc.	0.5%	$1.58B	4.59M	-1.7%	▼ Trim	2
155	ORCL Oracle Corporation	0.3%	$1.56B	7.99M	+1.9%	▲ Add	2
156	AVGO Broadcom Inc.	1.5%	$1.56B	4.50M	-0.1%	▼ Trim	2
157	GE GE Aerospace	0.3%	$1.54B	5.01M	+2.5%	▲ Add	2
158	XLV State Street Health Care…	0.1%	$1.52B	9.79M	+8.4%	▲ Add	2
159	PLTR Palantir Technologies Inc.	0.3%	$1.51B	8.49M	-3.4%	▼ Trim	2
160	MELI MercadoLibre, Inc.	0.2%	$1.47B	727.71K	-13.0%	▼ Trim	2
161	UNP Union Pacific Corporation	0.2%	$1.46B	6.31M	+5.0%	▲ Add	2
162	VYM Vanguard High Dividend…	0.1%	$1.46B	10.17M	+1.6%	▲ Add	2
163	AAPL Apple Inc.	3.7%	$1.46B	5.36M	+0.6%	▲ Add	2
164	PEP PepsiCo, Inc.	0.2%	$1.46B	10.15M	+0.1%	▲ Add	2
165	VCSH Vanguard Short-Term…	0.1%	$1.45B	18.25M	+1.4%	▲ Add	2
166	IEFA iShares Core MSCI EAFE ETF	0.6%	$1.44B	16.09M	+4.9%	▲ Add	2
167	VZ Verizon Communications Inc.	0.2%	$1.44B	35.28M	-15.9%	▼ Trim	2
168	CSCO Cisco Systems, Inc.	0.3%	$1.42B	18.47M	+0.3%	▲ Add	2
169	EVTR Eaton Vance Total Return…	0.1%	$1.42B	27.59M	+24.1%	▲ Add	2
170	META Meta Platforms, Inc.	1.5%	$1.42B	2.15M	+2.2%	▲ Add	2
171	META Meta Platforms, Inc.	1.5%	$1.41B	2.14M	+2.2%	▲ Add	2
172	APP AppLovin Corporation	0.2%	$1.41B	2.09M	+10.7%	▲ Add	2
173	DIS The Walt Disney Company	0.2%	$1.41B	12.39M	-2.8%	▼ Trim	2
174	SHY iShares 1-3 Year Treasury…	0.1%	$1.40B	16.90M	-20.9%	▼ Trim	2
175	RDVY First Trust Rising Dividend…	0.1%	$1.40B	20.13M	+4.9%	▲ Add	2
176	MU Micron Technology, Inc.	0.3%	$1.38B	4.85M	+5.1%	▲ Add	2
177	AVGO Broadcom Inc.	1.5%	$1.36B	3.93M	-0.1%	▼ Trim	2
178	VGSH Vanguard Short-Term…	0.1%	$1.36B	23.17M	+7.6%	▲ Add	2
179	EWJ iShares MSCI Japan ETF	0.1%	$1.36B	16.82M	-3.2%	▼ Trim	2
180	GOOGL Alphabet Inc.	2.3%	$1.35B	4.33M	-0.1%	▼ Trim	2
181	DGRO iShares Core Dividend…	0.1%	$1.34B	19.31M	+1.7%	▲ Add	2
182	SRE Sempra	0.1%	$1.33B	15.05M	+17.0%	▲ Add	2
183	AFRM Affirm Holdings, Inc.	0.1%	$1.33B	17.80M	+0.2%	▲ Add	2
184	PM Philip Morris International…	0.2%	$1.32B	8.24M	-4.2%	▼ Trim	2
185	TMUS T-Mobile US, Inc.	0.2%	$1.32B	6.49M	-8.9%	▼ Trim	2
186	SPYM State Street SPDR Portfolio…	0.1%	$1.31B	16.37M	+116.6%	▲ Add	2
187	JEPQ JPMorgan Nasdaq Equity…	0.1%	$1.31B	22.51M	+6.7%	▲ Add	2
188	UNH UnitedHealth Group…	0.3%	$1.31B	3.96M	+3.6%	▲ Add	2
189	PG The Procter & Gamble Company	0.4%	$1.29B	9.04M	-4.9%	▼ Trim	2
190	KO The Coca-Cola Company	0.4%	$1.28B	18.33M	-2.4%	▼ Trim	2
191	GOOG Alphabet Inc.	1.3%	$1.27B	4.06M	+1.6%	▲ Add	2
192	MU Micron Technology, Inc.	0.3%	$1.27B	4.44M	+5.1%	▲ Add	2
193	XLI State Street Industrial…	0.1%	$1.27B	8.16M	+9.2%	▲ Add	2
194	RPRX Royalty Pharma plc	0.1%	$1.25B	32.41M	+25.2%	▲ Add	2
195	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$1.25B	24.89M	+9.4%	▲ Add	2
196	ABT Abbott Laboratories	0.3%	$1.25B	9.96M	-4.9%	▼ Trim	2
197	IWM iShares Russell 2000 ETF	0.3%	$1.24B	5.04M	-5.7%	▼ Trim	2
198	MSFT Microsoft Corporation	3.5%	$1.24B	2.56M	+0.8%	▲ Add	2
199	TJX The TJX Companies, Inc.	0.2%	$1.23B	8.01M	-2.1%	▼ Trim	2
200	C Citigroup Inc.	0.2%	$1.23B	10.51M	-1.4%	▼ Trim	2
201	NOC Northrop Grumman Corporation	0.1%	$1.22B	2.14M	+0.1%	▲ Add	2
202	GE GE Aerospace	0.3%	$1.22B	3.95M	+2.5%	▲ Add	2
203	AMZN Amazon.com, Inc.	2.2%	$1.22B	5.27M	-0.8%	▼ Trim	2
204	GS The Goldman Sachs Group…	0.4%	$1.21B	1.38M	-3.0%	▼ Trim	2
205	MRK Merck & Co., Inc.	0.3%	$1.21B	11.47M	+0.8%	▲ Add	2
206	SPOT Spotify Technology S.A.	0.2%	$1.19B	2.05M	-2.5%	▼ Trim	2
207	RTX RTX Corporation	0.3%	$1.18B	6.44M	+0.3%	▲ Add	2
208	VEA Vanguard FTSE Developed…	0.3%	$1.18B	18.82M	+44.0%	▲ Add	2
209	GLD SPDR Gold Shares	0.3%	$1.17B	2.96M	+22.4%	▲ Add	2
210	CVX Chevron Corporation	0.3%	$1.17B	7.69M	-0.8%	▼ Trim	2
211	CGGR Capital Group Growth ETF	0.1%	$1.17B	26.27M	+94.6%	▲ Add	2
212	KO The Coca-Cola Company	0.4%	$1.17B	16.68M	-2.4%	▼ Trim	2
213	WFC Wells Fargo & Company	0.3%	$1.16B	12.47M	-2.9%	▼ Trim	2
214	JMBS Janus Henderson…	0.1%	$1.16B	25.41M	+19.4%	▲ Add	2
215	WMB The Williams Companies, Inc.	0.1%	$1.16B	19.29M	+11.0%	▲ Add	2
216	JPM JPMorgan Chase & Co.	1.3%	$1.16B	3.60M	+1.4%	▲ Add	2
217	SPYM State Street SPDR Portfolio…	0.1%	$1.16B	14.45M	+116.6%	▲ Add	2
218	ADI Analog Devices, Inc.	0.2%	$1.16B	4.26M	+1.9%	▲ Add	2
219	AMZN Amazon.com, Inc.	2.2%	$1.15B	4.99M	-0.8%	▼ Trim	2
220	CAT Caterpillar Inc.	0.2%	$1.15B	2.01M	-2.2%	▼ Trim	2
221	IUSB iShares Core Universal USD…	0.1%	$1.15B	24.70M	+8.5%	▲ Add	2
222	LLY Eli Lilly and Company	1.0%	$1.14B	1.06M	+2.7%	▲ Add	2
223	IWS iShares Russell Mid-Cap…	0.1%	$1.14B	8.06M	-2.1%	▼ Trim	2
224	GOOG Alphabet Inc.	1.3%	$1.14B	3.62M	+1.6%	▲ Add	2
225	IWM iShares Russell 2000 ETF	0.3%	$1.13B	4.60M	-5.7%	▼ Trim	2
226	AXP American Express Company	0.3%	$1.13B	3.04M	-0.2%	▼ Trim	2
227	ICE Intercontinental Exchange…	0.2%	$1.12B	6.90M	+1.0%	▲ Add	2
228	AJG Arthur J. Gallagher & Co.	0.1%	$1.12B	4.31M	-9.5%	▼ Trim	2
229	UBER Uber Technologies, Inc.	0.4%	$1.11B	13.65M	+2.3%	▲ Add	2
230	IBM International Business…	0.3%	$1.11B	3.76M	-7.3%	▼ Trim	2
231	IVV iShares Core S&P 500 ETF	1.0%	$1.11B	1.62M	-1.2%	▼ Trim	2
232	BRK-B Berkshire Hathaway Inc.	0.8%	$1.10B	2.20M	-1.1%	▼ Trim	2
233	PFE Pfizer Inc.	0.1%	$1.10B	44.02M	+19.2%	▲ Add	2
234	SPGI S&P Global Inc.	0.3%	$1.09B	2.09M	+3.3%	▲ Add	2
235	PM Philip Morris International…	0.2%	$1.09B	6.81M	-4.2%	▼ Trim	2
236	TMO Thermo Fisher Scientific…	0.4%	$1.09B	1.87M	-6.5%	▼ Trim	2
237	AVGO Broadcom Inc.	1.5%	$1.09B	3.14M	-0.1%	▼ Trim	2
238	PG The Procter & Gamble Company	0.4%	$1.08B	7.56M	-4.9%	▼ Trim	2
239	ITOT iShares Core S&P Total U.S.…	0.1%	$1.08B	7.28M	+1.8%	▲ Add	2
240	ABT Abbott Laboratories	0.3%	$1.08B	8.61M	-4.9%	▼ Trim	2
241	VGIT Vanguard Intermediate-Term…	0.1%	$1.08B	17.99M	+14.0%	▲ Add	2
242	TLT iShares 20+ Year Treasury…	0.1%	$1.08B	12.35M	+31.3%	▲ Add	2
243	TT Trane Technologies plc	0.1%	$1.08B	2.76M	-0.7%	▼ Trim	2
244	META Meta Platforms, Inc.	1.5%	$1.07B	1.63M	+2.2%	▲ Add	2
245	CRM Salesforce, Inc.	0.3%	$1.07B	4.05M	-0.9%	▼ Trim	2
246	QCOM QUALCOMM Incorporated	0.2%	$1.07B	6.24M	-0.6%	▼ Trim	2
247	GOOG Alphabet Inc.	1.3%	$1.06B	3.38M	+1.6%	▲ Add	2
248	TSM Taiwan Semiconductor…	0.2%	$1.06B	3.48M	-10.5%	▼ Trim	2
249	LRCX Lam Research Corporation	0.2%	$1.05B	6.16M	+0.1%	▲ Add	2
250	DIA State Street SPDR Dow Jones…	0.1%	$1.05B	2.19M	-29.7%	▼ Trim	2
251	DELL Dell Technologies Inc.	0.1%	$1.05B	8.37M	-1.3%	▼ Trim	2
252	VONG Vanguard Russell 1000…	0.1%	$1.05B	8.63M	-1.9%	▼ Trim	2
253	JPM JPMorgan Chase & Co.	1.3%	$1.05B	3.26M	+1.4%	▲ Add	2
254	ROIV Roivant Sciences Ltd.	0.1%	$1.05B	48.34M	+31.7%	▲ Add	2
255	FCX Freeport-McMoRan Inc.	0.1%	$1.04B	20.56M	+10.1%	▲ Add	2
256	JAAA Janus Henderson AAA CLO ETF	0.1%	$1.04B	20.62M	-8.4%	▼ Trim	2
257	MGK Vanguard Morningstar Mega…	0.1%	$1.03B	2.50M	+11.7%	▲ Add	2
258	XLE State Street Energy Select…	0.1%	$1.03B	23.04M	-3.8% ✂	▼ Trim	2
259	GD General Dynamics Corporation	0.1%	$1.03B	3.05M	-7.6%	▼ Trim	2
260	RBLX Roblox Corporation	0.1%	$1.02B	12.61M	+8.1%	▲ Add	2
261	GILD Gilead Sciences, Inc.	0.2%	$1.02B	8.28M	-0.9%	▼ Trim	2
262	IYW iShares U.S. Technology ETF	0.1%	$1.02B	5.09M	+3.3%	▲ Add	2
263	XBI State Street SPDR S&P…	0.1%	$1.02B	8.33M	+8.3%	▲ Add	2
264	DYNF iShares U.S. Equity Factor…	0.1%	$1.01B	16.55M	+12.5%	▲ Add	2
265	TJX The TJX Companies, Inc.	0.2%	$1.00B	6.53M	-2.1%	▼ Trim	2
266	AMAT Applied Materials, Inc.	0.2%	$1.00B	3.90M	+3.4%	▲ Add	2
267	VGK Vanguard FTSE Europe ETF	0.1%	$997.27M	11.93M	-15.3%	▼ Trim	2
268	NOBL ProShares - S&P 500…	0.1%	$996.93M	9.58M	-14.0%	▼ Trim	2
269	CGDV Capital Group Dividend…	0.1%	$996.35M	22.83M	-1.7%	▼ Trim	2
270	IUSV iShares Core S&P U.S. Value…	0.1%	$994.90M	9.70M	+7.0%	▲ Add	2
271	INTU Intuit Inc.	0.2%	$994.77M	1.50M	+1.2%	▲ Add	2
272	UBER Uber Technologies, Inc.	0.4%	$993.72M	12.16M	+2.3%	▲ Add	2
273	MCD McDonald's Corporation	0.3%	$991.60M	3.24M	-1.9%	▼ Trim	2
274	IWR iShares Russell Mid-Cap ETF	0.1%	$988.74M	10.27M	+4.5%	▲ Add	2
275	QQQM Invesco NASDAQ 100 ETF	0.1%	$987.40M	3.90M	-9.4%	▼ Trim	2
276	AEP American Electric Power…	0.1%	$986.05M	8.55M	+1.9%	▲ Add	2
277	ISRG Intuitive Surgical, Inc.	0.2%	$983.57M	1.74M	-8.9%	▼ Trim	2
278	QQQ Invesco QQQ Trust, Series 1	0.6%	$979.35M	1.59M	-34.7%	▼ Trim	2
279	T AT&T Inc.	0.2%	$978.27M	39.38M	-2.6%	▼ Trim	2
280	ISRG Intuitive Surgical, Inc.	0.2%	$977.37M	1.73M	-8.9%	▼ Trim	2
281	TMO Thermo Fisher Scientific…	0.4%	$970.85M	1.68M	-6.5%	▼ Trim	2
282	IDEV iShares Core MSCI…	0.1%	$970.27M	11.76M	+8.7%	▲ Add	2
283	FPE First Trust Preferred…	0.1%	$970.21M	53.25M	+2.1%	▲ Add	2
284	MDT Medtronic plc	0.1%	$969.00M	10.09M	-0.1%	▼ Trim	2
285	CIBR First Trust Nasdaq…	0.1%	$966.38M	13.53M	+3.0%	▲ Add	2
286	QXO QXO, Inc.	0.1%	$965.02M	50.03M	+25.7%	▲ Add	2
287	SYK Stryker Corporation	0.1%	$960.65M	2.73M	-3.2%	▼ Trim	2
288	LOW Lowe's Companies, Inc.	0.2%	$958.23M	3.97M	-6.4%	▼ Trim	2
289	KLAC KLA Corporation	0.1%	$950.88M	782.57K	+0.8%	▲ Add	2
290	DE Deere & Company	0.1%	$949.68M	2.04M	-0.2%	▼ Trim	2
291	SPYG State Street SPDR Portfolio…	0.1%	$946.00M	8.87M	+95.9%	▲ Add	2
292	VXUS Vanguard Total…	0.1%	$943.01M	12.50M	+39.3%	▲ Add	2
293	TSLA Tesla, Inc.	1.0%	$941.03M	2.09M	-1.0%	▼ Trim	2
294	EFA iShares MSCI EAFE ETF	0.2%	$939.75M	9.79M	+15.5%	▲ Add	2
295	LLY Eli Lilly and Company	1.0%	$937.97M	872.79K	+2.7%	▲ Add	2
296	MBB iShares MBS ETF	0.1%	$931.98M	9.79M	+4.0%	▲ Add	2
297	SPGI S&P Global Inc.	0.3%	$927.14M	1.77M	+3.3%	▲ Add	2
298	SHW The Sherwin-Williams Company	0.1%	$923.32M	2.85M	-13.7%	▼ Trim	2
299	COWZ Pacer US Cash Cows 100 ETF	0.1%	$919.66M	15.28M	-9.9%	▼ Trim	2
300	APH Amphenol Corporation	0.1%	$919.50M	6.80M	+0.4%	▲ Add	2
301	BRK-B Berkshire Hathaway Inc.	0.8%	$919.37M	1.83M	-1.1%	▼ Trim	2
302	LNG Cheniere Energy, Inc.	0.1%	$916.34M	4.71M	-7.0%	▼ Trim	2
303	GEV GE Vernova Inc.	0.2%	$915.03M	1.40M	+12.8%	▲ Add	2
304	CRWD CrowdStrike Holdings, Inc.	0.2%	$913.67M	1.95M	-3.8%	▼ Trim	2
305	ADP Automatic Data Processing…	0.2%	$908.95M	3.53M	-14.2%	▼ Trim	2
306	DVY iShares Select Dividend ETF	0.1%	$908.69M	6.44M	+3.6%	▲ Add	2
307	SPGI S&P Global Inc.	0.3%	$908.20M	1.74M	+3.3%	▲ Add	2
308	LIN Linde plc	0.2%	$905.18M	2.12M	-5.8%	▼ Trim	2
309	INTU Intuit Inc.	0.2%	$903.50M	1.36M	+1.2%	▲ Add	2
310	V Visa Inc.	1.0%	$903.41M	2.58M	-2.5%	▼ Trim	2
311	AMGN Amgen Inc.	0.3%	$903.25M	2.76M	-1.0%	▼ Trim	2
312	IVV iShares Core S&P 500 ETF	1.0%	$897.19M	1.31M	-1.2%	▼ Trim	2
313	MINT PIMCO Enhanced Short…	0.1%	$895.87M	8.93M	-0.3%	▼ Trim	2
314	USMV iShares MSCI USA Min Vol…	0.1%	$894.19M	9.50M	+3.1%	▲ Add	2
315	MS Morgan Stanley	0.1%	$893.33M	5.03M	-0.9%	▼ Trim	2
316	NVDA NVIDIA Corporation	3.6%	$891.19M	4.78M	+0.2%	▲ Add	2
317	CMI Cummins Inc.	0.1%	$883.12M	1.73M	-14.7%	▼ Trim	2
318	FVD First Trust Value Line…	0.1%	$879.31M	19.08M	-1.7%	▼ Trim	2
319	LLY Eli Lilly and Company	1.0%	$879.06M	817.97K	+2.7%	▲ Add	2
320	AMD Advanced Micro Devices, Inc.	0.3%	$876.35M	4.09M	-16.7%	▼ Trim	2
321	OEF iShares S&P 100 ETF	0.1%	$872.62M	2.54M	+6.1%	▲ Add	2
322	PLD Prologis, Inc.	0.1%	$867.26M	6.79M	-19.8%	▼ Trim	2
323	SPOT Spotify Technology S.A.	0.2%	$865.82M	1.49M	-2.5%	▼ Trim	2
324	AMZN Amazon.com, Inc.	2.2%	$864.52M	3.75M	-0.8%	▼ Trim	2
325	NFLX Netflix, Inc.	0.5%	$858.48M	9.16M	+0.3% ✂	▲ Add	2
326	IEMG iShares Core MSCI Emerging…	0.4%	$853.50M	12.70M	+4.0%	▲ Add	2
327	AVGO Broadcom Inc.	1.5%	$851.58M	2.46M	-0.1%	▼ Trim	2
328	ABT Abbott Laboratories	0.3%	$848.38M	6.77M	-4.9%	▼ Trim	2
329	VV Vanguard Morningstar…	0.1%	$842.14M	2.68M	-3.9%	▼ Trim	2
330	VOE Vanguard Morningstar…	0.1%	$840.47M	4.74M	-0.1%	▼ Trim	2
331	WT WisdomTree, Inc.	0.2%	$838.00M	16.65M	-0.3%	▼ Trim	2
332	AON Aon plc	0.1%	$836.32M	2.37M	-9.2%	▼ Trim	2
333	SNOW Snowflake Inc.	0.1%	$829.21M	3.78M	-2.5%	▼ Trim	2
334	BA The Boeing Company	0.1%	$828.00M	3.81M	+9.7%	▲ Add	2
335	TSLA Tesla, Inc.	1.0%	$827.97M	1.84M	-1.0%	▼ Trim	2
336	VOT Vanguard Morningstar…	0.1%	$827.22M	2.96M	+1.5%	▲ Add	2
337	CME CME Group Inc.	0.1%	$826.41M	3.03M	-6.1%	▼ Trim	2
338	PULS PGIM Ultra Short Bond ETF	0.0%	$820.20M	16.54M	+1.2%	▲ Add	2
339	USB U.S. Bancorp	0.1%	$819.87M	15.36M	-1.3%	▼ Trim	2
340	SPOT Spotify Technology S.A.	0.2%	$819.33M	1.41M	-2.5%	▼ Trim	2
341	XLC State Street Communication…	0.1%	$817.72M	6.95M	0.0%	▲ Add	2
342	XLY State Street Consumer…	0.1%	$811.35M	6.79M	+3.4% ✂	▲ Add	2
343	JPM JPMorgan Chase & Co.	1.3%	$809.60M	2.51M	+1.4%	▲ Add	2
344	HYG iShares iBoxx $ High Yield…	0.1%	$808.65M	10.03M	+8.4%	▲ Add	2
345	SHY iShares 1-3 Year Treasury…	0.1%	$807.33M	9.75M	-20.9%	▼ Trim	2
346	ACWI iShares MSCI ACWI ETF	0.1%	$806.86M	5.70M	+20.6%	▲ Add	2
347	BKNG Booking Holdings Inc.	0.2%	$805.37M	150.39K	-13.5%	▼ Trim	2
348	VXF Vanguard Extended Market ETF	0.0%	$803.84M	3.84M	+8.1%	▲ Add	2
349	META Meta Platforms, Inc.	1.5%	$801.94M	1.21M	+2.2%	▲ Add	2
350	ROP Roper Technologies, Inc.	0.1%	$800.07M	1.80M	-13.7%	▼ Trim	2
351	CPNG Coupang, Inc.	0.1%	$799.52M	33.89M	-13.6%	▼ Trim	2
352	SNPS Synopsys, Inc.	0.1%	$797.40M	1.70M	+2.5%	▲ Add	2
353	NOW ServiceNow, Inc.	0.2%	$797.27M	5.20M	-12.9% ✂	▼ Trim	2
354	MUB iShares National Muni Bond…	0.1%	$796.92M	7.44M	+6.0%	▲ Add	2
355	XLU State Street Utilities…	0.1%	$796.46M	18.66M	-3.7% ✂	▼ Trim	2
356	VBR Vanguard Morningstar…	0.0%	$795.54M	3.76M	-1.5%	▼ Trim	2
357	QCOM QUALCOMM Incorporated	0.2%	$794.12M	4.64M	-0.6%	▼ Trim	2
358	WELL Welltower Inc.	0.1%	$793.18M	4.27M	+4.9%	▲ Add	2
359	SGOV iShares 0-3 Month Treasury…	0.0%	$791.60M	7.89M	-3.1%	▼ Trim	2
360	ABNB Airbnb, Inc.	0.1%	$789.87M	5.82M	+5.8%	▲ Add	2
361	BSX Boston Scientific…	0.1%	$788.43M	8.27M	+10.8%	▲ Add	2
362	EFV iShares MSCI EAFE Value ETF	0.1%	$788.42M	11.04M	+2.0%	▲ Add	2
363	MELI MercadoLibre, Inc.	0.2%	$785.73M	390.08K	-13.0%	▼ Trim	2
364	IEF iShares 7-10 Year Treasury…	0.1%	$785.30M	8.17M	+19.1%	▲ Add	2
365	SPYG State Street SPDR Portfolio…	0.1%	$781.86M	7.33M	+95.9%	▲ Add	2
366	PEP PepsiCo, Inc.	0.2%	$778.82M	5.43M	+0.1%	▲ Add	2
367	ECL Ecolab Inc.	0.1%	$777.51M	2.96M	+5.9%	▲ Add	2
368	NEE NextEra Energy, Inc.	0.3%	$773.92M	9.64M	-0.8%	▼ Trim	2
369	MA Mastercard Incorporated	0.5%	$773.53M	1.35M	+0.8%	▲ Add	2
370	VST Vistra Corp.	0.1%	$772.53M	4.79M	-1.7%	▼ Trim	2
371	T AT&T Inc.	0.2%	$772.49M	31.10M	-2.6%	▼ Trim	2
372	AZO AutoZone, Inc.	0.1%	$772.41M	227.75K	+17.8%	▲ Add	2
373	COF Capital One Financial…	0.1%	$771.46M	3.18M	+3.9%	▲ Add	2
374	VNQ Vanguard Real Estate ETF	0.1%	$770.31M	8.71M	+1.1%	▲ Add	2
375	CL Colgate-Palmolive Company	0.1%	$765.83M	9.69M	+1.7%	▲ Add	2
376	WT WisdomTree, Inc.	0.2%	$760.08M	8.50M	-0.3%	▼ Trim	2
377	FTSM First Trust Enhanced Short…	0.0%	$760.03M	12.68M	-4.7%	▼ Trim	2
378	LQD iShares iBoxx $ Investment…	0.1%	$757.16M	6.87M	+17.9%	▲ Add	2
379	ASML ASML Holding N.V.	0.1%	$756.32M	706.94K	-11.6%	▼ Trim	2
380	KRE State Street SPDR S&P…	0.1%	$753.78M	11.63M	+23.3%	▲ Add	2
381	ZTS Zoetis Inc.	0.1%	$753.23M	5.99M	-8.7%	▼ Trim	2
382	ACN Accenture plc	0.1%	$751.84M	2.80M	-37.4%	▼ Trim	2
383	NOW ServiceNow, Inc.	0.2%	$751.09M	4.90M	-12.9% ✂	▼ Trim	2
384	ANET Arista Networks, Inc.	0.1%	$745.88M	5.69M	-2.4%	▼ Trim	2
385	EQT EQT Corporation	0.1%	$744.45M	13.89M	+3.2%	▲ Add	2
386	BLK BlackRock, Inc.	0.2%	$743.53M	694.66K	+0.1%	▲ Add	2
387	MSTR Strategy Inc	0.1%	$742.59M	4.89M	+11.4%	▲ Add	2
388	ETN Eaton Corporation plc	0.2%	$739.14M	2.32M	+1.6%	▲ Add	2
389	VTWO Vanguard Russell 2000 ETF	0.1%	$738.09M	7.42M	+2.2%	▲ Add	2
390	BKNG Booking Holdings Inc.	0.2%	$736.89M	137.60K	-13.5%	▼ Trim	2
391	GSLC Goldman Sachs ActiveBeta…	0.0%	$735.92M	5.56M	-4.7%	▼ Trim	2
392	C Citigroup Inc.	0.2%	$733.58M	6.29M	-1.4%	▼ Trim	2
393	EEM iShares MSCI Emerging…	0.1%	$732.57M	13.39M	-8.2%	▼ Trim	2
394	SLV iShares Silver Trust	0.1%	$725.06M	11.26M	-17.2%	▼ Trim	2
395	IEF iShares 7-10 Year Treasury…	0.1%	$722.55M	7.51M	+19.1%	▲ Add	2
396	RSP Invesco S&P 500 Equal…	0.4%	$716.02M	3.74M	+7.9%	▲ Add	2
397	IWN iShares Russell 2000 Value…	0.0%	$715.15M	3.95M	-8.8%	▼ Trim	2
398	INTC Intel Corp.	0.1%	$713.99M	19.35M	+20.4%	▲ Add	2
399	MCK McKesson Corporation	0.1%	$708.98M	864.31K	-3.3%	▼ Trim	2
400	LMBS First Trust Low Duration…	0.0%	$707.37M	14.15M	+2.5%	▲ Add	2
401	SHOP Shopify Inc.	0.3%	$703.88M	4.37M	-9.7%	▼ Trim	2
402	SCHW The Charles Schwab…	0.1%	$703.30M	7.04M	-6.0%	▼ Trim	2
403	UBER Uber Technologies, Inc.	0.4%	$701.40M	8.58M	+2.3%	▲ Add	2
404	SCHD Schwab U.S. Dividend Equity…	0.0%	$700.12M	25.52M	-5.0%	▼ Trim	2
405	EMLP First Trust North American…	0.0%	$697.45M	18.42M	+3.3%	▲ Add	2
406	AMAT Applied Materials, Inc.	0.2%	$697.32M	2.71M	+3.4%	▲ Add	2
407	IJK iShares S&P Mid-Cap 400…	0.0%	$697.13M	7.20M	+0.8%	▲ Add	2
408	UNH UnitedHealth Group…	0.3%	$696.11M	2.11M	+3.6%	▲ Add	2
409	TCOM Trip.com Group Limited	0.1%	$693.98M	9.65M	-11.8%	▼ Trim	2
410	GS The Goldman Sachs Group…	0.4%	$692.25M	787.54K	-3.0%	▼ Trim	2
411	STX Seagate Technology Holdings…	0.1%	$691.94M	2.51M	+5.1%	▲ Add	2
412	IWB iShares Russell 1000 ETF	0.0%	$691.47M	1.85M	-30.3%	▼ Trim	2
413	PH Parker-Hannifin Corporation	0.1%	$690.13M	785.17K	+1.1%	▲ Add	2
414	IWO iShares Russell 2000 Growth…	0.1%	$688.00M	2.13M	+4.9%	▲ Add	2
415	GILD Gilead Sciences, Inc.	0.2%	$687.76M	5.60M	-0.9%	▼ Trim	2
416	SDVY First Trust SMID Cap Rising…	0.0%	$686.99M	17.93M	+0.7%	▲ Add	2
417	DIS The Walt Disney Company	0.2%	$686.34M	6.03M	-2.8%	▼ Trim	2
418	PGR The Progressive Corporation	0.1%	$685.60M	3.01M	-8.2%	▼ Trim	2
419	RSG Republic Services, Inc.	0.1%	$685.52M	3.23M	+38.6%	▲ Add	2
420	LOW Lowe's Companies, Inc.	0.2%	$681.78M	2.83M	-6.4%	▼ Trim	2
421	COST Costco Wholesale Corporation	0.5%	$679.38M	787.84K	+1.1%	▲ Add	2
422	IXUS iShares Core MSCI Total…	0.1%	$673.44M	7.96M	+31.1%	▲ Add	2
423	DHR Danaher Corporation	0.1%	$673.23M	2.94M	-8.3%	▼ Trim	2
424	AMLP Alerian MLP ETF	0.0%	$672.96M	14.31M	-4.1%	▼ Trim	2
425	SDY State Street SPDR S&P…	0.0%	$670.53M	4.82M	+2.0%	▲ Add	2
426	VT Vanguard Total World Stock…	0.1%	$669.82M	4.75M	+30.7%	▲ Add	2
427	VRT Vertiv Holdings Co	0.1%	$666.86M	4.12M	-1.6%	▼ Trim	2
428	LLY Eli Lilly and Company	1.0%	$666.38M	620.08K	+2.7%	▲ Add	2
429	AMT American Tower Corporation	0.1%	$665.05M	3.79M	-2.2%	▼ Trim	2
430	JNJ Johnson & Johnson	0.6%	$664.07M	3.21M	-4.0%	▼ Trim	2
431	BRK-B Berkshire Hathaway Inc.	0.8%	$662.87M	1.32M	-1.1%	▼ Trim	2
432	MOAT VanEck Morningstar Wide…	0.0%	$662.82M	6.40M	-3.0%	▼ Trim	2
433	MTUM iShares MSCI USA Momentum…	0.0%	$662.67M	2.65M	-12.4%	▼ Trim	2
434	IONQ IonQ, Inc.	0.1%	$662.58M	14.77M	-25.7%	▼ Trim	2
435	ROK Rockwell Automation, Inc.	0.1%	$660.25M	1.70M	+10.4%	▲ Add	2
436	EMR Emerson Electric Co.	0.1%	$657.20M	4.95M	-1.9%	▼ Trim	2
437	CEG Constellation Energy…	0.2%	$655.32M	1.86M	+0.5%	▲ Add	2
438	LRCX Lam Research Corporation	0.2%	$654.86M	3.83M	+0.1%	▲ Add	2
439	SBUX Starbucks Corporation	0.1%	$654.26M	7.77M	-18.8%	▼ Trim	2
440	PLTR Palantir Technologies Inc.	0.3%	$653.86M	3.68M	-3.4%	▼ Trim	2
441	MLPX Global X - MLP & Energy…	0.0%	$650.59M	10.75M	+8.6%	▲ Add	2
442	SHV iShares Trust iShares 0-1…	0.0%	$646.97M	5.87M	0.0%	▼ Trim	2
443	JPM JPMorgan Chase & Co.	1.3%	$645.65M	2.00M	+1.4%	▲ Add	2
444	VLO Valero Energy Corporation	0.1%	$644.99M	3.96M	-3.6%	▼ Trim	2
445	ADI Analog Devices, Inc.	0.2%	$644.83M	2.38M	+1.9%	▲ Add	2
446	UNP Union Pacific Corporation	0.2%	$636.99M	2.75M	+5.0%	▲ Add	2
447	FXI iShares China Large-Cap ETF	0.1%	$635.91M	16.61M	-7.3%	▼ Trim	2
448	APP AppLovin Corporation	0.2%	$633.09M	939.56K	+10.7%	▲ Add	2
449	V Visa Inc.	1.0%	$627.90M	1.79M	-2.5%	▼ Trim	2
450	SLB Slb N.V.	0.1%	$625.53M	16.30M	+1.3%	▲ Add	2
451	NU Nu Holdings Ltd.	0.1%	$625.14M	37.34M	+2.9%	▲ Add	2
452	ET Energy Transfer LP	0.1%	$622.95M	37.78M	+41.6%	▲ Add	2
453	V Visa Inc.	1.0%	$621.93M	1.77M	-2.5%	▼ Trim	2
454	TXN Texas Instruments…	0.1%	$621.76M	3.58M	+0.6%	▲ Add	2
455	OTIS Otis Worldwide Corporation	0.1%	$618.89M	7.09M	-3.1%	▼ Trim	2
456	NVDA NVIDIA Corporation	3.6%	$618.38M	3.32M	+0.2%	▲ Add	2
457	TRMB Trimble Inc.	0.1%	$617.35M	7.88M	-9.2%	▼ Trim	2
458	GDX VanEck Gold Miners ETF	0.1%	$615.50M	7.18M	+0.7%	▲ Add	2
459	COST Costco Wholesale Corporation	0.5%	$613.65M	711.61K	+1.1%	▲ Add	2
460	XONA.DE Exxon Mobil Corporation	0.5%	$612.57M	5.09M	-0.6%	▼ Trim	2
461	ADBE Adobe Inc.	0.1%	$605.39M	1.73M	-10.4%	▼ Trim	2
462	MSFT Microsoft Corporation	3.5%	$603.08M	1.25M	+0.8%	▲ Add	2
463	V Visa Inc.	1.0%	$600.32M	1.71M	-2.5%	▼ Trim	2
464	CB Chubb Limited	0.1%	$597.80M	1.92M	-3.4%	▼ Trim	2
465	MSCI MSCI Inc.	0.1%	$596.54M	1.04M	+2.2%	▲ Add	2
466	CB Chubb Limited	0.1%	$595.93M	1.91M	-3.4%	▼ Trim	2
467	SPYV State Street SPDR Portfolio…	0.1%	$592.62M	10.43M	+120.2%	▲ Add	2
468	XONA.DE Exxon Mobil Corporation	0.5%	$592.04M	4.92M	-0.6%	▼ Trim	2
469	NU Nu Holdings Ltd.	0.1%	$592.02M	35.37M	+2.9%	▲ Add	2
470	STE STERIS plc	0.1%	$589.39M	2.32M	-8.3%	▼ Trim	2
471	CSCO Cisco Systems, Inc.	0.3%	$589.13M	7.65M	+0.3%	▲ Add	2
472	LIN Linde plc	0.2%	$588.67M	1.38M	-5.8%	▼ Trim	2
473	ASML ASML Holding N.V.	0.1%	$588.34M	549.92K	-11.6%	▼ Trim	2
474	ANET Arista Networks, Inc.	0.1%	$588.17M	4.49M	-2.4%	▼ Trim	2
475	PH Parker-Hannifin Corporation	0.1%	$586.96M	667.78K	+1.1%	▲ Add	2
476	TSLA Tesla, Inc.	1.0%	$584.85M	1.30M	-1.0%	▼ Trim	2
477	JNJ Johnson & Johnson	0.6%	$584.81M	2.83M	-4.0%	▼ Trim	2
478	SUB iShares Short-Term National…	0.0%	$584.29M	5.48M	-12.6%	▼ Trim	2
479	SYK Stryker Corporation	0.1%	$583.53M	1.66M	-3.2%	▼ Trim	2
480	APO Apollo Global Management…	0.1%	$583.14M	4.03M	0.0%	▲ Add	2
481	BIV Vanguard Intermediate-Term…	0.0%	$581.89M	7.47M	+11.8%	▲ Add	2
482	BSX Boston Scientific…	0.1%	$581.18M	6.10M	+10.8%	▲ Add	2
483	IBN ICICI Bank Limited	0.1%	$579.88M	19.46M	+8.0%	▲ Add	2
484	HON Honeywell International Inc.	0.2%	$578.93M	2.97M	+4.7%	▲ Add	2
485	MCK McKesson Corporation	0.1%	$575.84M	701.99K	-3.3%	▼ Trim	2
486	CSL Carlisle Companies…	0.1%	$573.20M	1.79M	-8.7%	▼ Trim	2
487	MA Mastercard Incorporated	0.5%	$571.70M	1.00M	+0.8%	▲ Add	2
488	V Visa Inc.	1.0%	$571.64M	1.63M	-2.5%	▼ Trim	2
489	WMT Walmart Inc.	0.6%	$571.54M	5.13M	-1.1%	▼ Trim	2
490	AZN AstraZeneca PLC	0.1%	$571.08M	6.21M	+3.2%	▲ Add	2
491	MDLN Medline Inc.	0.0%	$569.88M	13.57M	신규	New	1
492	ABBV AbbVie Inc.	0.5%	$567.31M	2.48M	-3.9%	▼ Trim	2
493	VBK Vanguard Morningstar…	0.0%	$566.11M	1.87M	-2.5%	▼ Trim	2
494	GLW Corning Inc	0.1%	$565.26M	6.46M	-1.2%	▼ Trim	2
495	BE Bloom Energy Corporation	0.0%	$564.76M	6.50M	+6.3%	▲ Add	2
496	BA The Boeing Company	0.1%	$563.65M	2.60M	+9.7%	▲ Add	2
497	CVS CVS Health Corp.	0.1%	$563.64M	7.10M	+6.3%	▲ Add	2
498	JNJ Johnson & Johnson	0.6%	$563.26M	2.72M	-4.0%	▼ Trim	2
499	VIGI Vanguard International…	0.0%	$562.68M	6.15M	+3.0%	▲ Add	2
500	TLT iShares 20+ Year Treasury…	0.1%	$560.50M	6.43M	+31.3%	▲ 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
MDLN Medline Inc.	15.16M	—	신규	$636.81M	0.0%
LLYVA Liberty Live Group	3.21M	—	신규	$265.42M	0.0%
Q Qnity Electronics, Inc.	3.21M	—	신규	$261.73M	0.0%
SOLS Solstice Advanced…	4.02M	—	신규	$195.15M	0.0%
XXI	10.55M	—	신규	$92.43M	0.0%
BITQ	3.91M	—	신규	$77.94M	0.0%
SUNC SunocoCorp LLC	1.50M	—	신규	$73.78M	0.0%
EMKT	2.00M	—	신규	$50.13M	0.0%
MICC The Magnum Ice Cream…	1.47M	—	신규	$23.30M	0.0%
DEC	1.23M	—	신규	$17.82M	0.0%
CAM Alliance Bernstein - AB…	656.02K	—	신규	$16.46M	0.0%
BSOL	932.92K	—	신규	$15.30M	0.0%
AKRE Akre Focus ETF	222.41K	—	신규	$14.57M	0.0%
GSGO	243.45K	—	신규	$9.78M	0.0%
GVUS	173.38K	—	신규	$9.38M	0.0%
BGSI Boyd Group Services Inc.	38.61K	—	신규	$6.15M	0.0%
IBCA	224.32K	—	신규	$5.82M	0.0%
HPP Hudson Pacific…	519.52K	—	신규	$5.63M	0.0%
FTCA	652.39K	—	신규	$4.78M	0.0%
NAVN Navan, Inc.	274.40K	—	신규	$4.69M	0.0%
BETA BETA Technologies, Inc.	157.44K	—	신규	$4.44M	0.0%
FTNY	562.75K	—	신규	$4.41M	0.0%
IBTP	157.17K	—	신규	$4.06M	0.0%
JRVR	593.08K	—	신규	$3.77M	0.0%
FTMH	310.80K	—	신규	$3.60M	0.0%
UVXY	70.81K	—	신규	$2.54M	0.0%
BDYN iShares Dynamic Equity…	99.09K	—	신규	$2.54M	0.0%
SOMN The Southern Company	50.00K	—	신규	$2.52M	0.0%
FRMI Fermi Inc. Common Stock	297.13K	—	신규	$2.38M	0.0%
ALH Alliance Laundry…	113.67K	—	신규	$2.31M	0.0%
GTOP	54.10K	—	신규	$2.14M	0.0%
SQQQ ProShares - UltraPro…	28.85K	—	신규	$1.98M	0.0%
FTMU	249.79K	—	신규	$1.95M	0.0%
DMRA Damora Therapeutics…	74.92K	—	신규	$1.72M	0.0%
ELE	95.36K	—	신규	$1.62M	0.0%
HAPI	38.92K	—	신규	$1.60M	0.0%
DMAX	57.56K	—	신규	$1.54M	0.0%
CRTC	31.27K	—	신규	$1.15M	0.0%
FSSL	79.47K	—	신규	$1.12M	0.0%
AERO	48.55K	—	신규	$1.07M	0.0%
PTRN Pattern Group Inc.…	76.37K	—	신규	$881,298	0.0%
GUSE	20.50K	—	신규	$829,479	0.0%
HOND	122.31K	—	신규	$747,296	0.0%
FRMM	141.11K	—	신규	$691,448	0.0%
IAF	49.80K	—	신규	$643,468	0.0%
PXED	20.89K	—	신규	$632,937	0.0%
MUU	5.84K	—	신규	$588,725	0.0%
MSTY	17.02K	—	신규	$503,646	0.0%
OWLS	74.09K	—	신규	$494,908	0.0%
RPT	28.16K	—	신규	$466,857	0.0%
HYNE	30.00K	—	신규	$434,700	0.0%
PTN	27.28K	—	신규	$419,582	0.0%
MPLT	23.22K	—	신규	$407,894	0.0%
ANDG	15.47K	—	신규	$401,189	0.0%
BNC	54.33K	—	신규	$348,786	0.0%
LMRI	17.53K	—	신규	$324,361	0.0%
NUAI	104.96K	—	신규	$307,530	0.0%
BLLN BillionToOne, Inc.	3.60K	—	신규	$294,543	0.0%
SDS	4.20K	—	신규	$287,658	0.0%
BRR	80.41K	—	신규	$283,830	0.0%
FETH	8.57K	—	신규	$253,787	0.0%
CDNL	10.40K	—	신규	$251,448	0.0%
RGEF	8.03K	—	신규	$246,030	0.0%
CBC Central Bancompany	9.50K	—	신규	$229,067	0.0%
AVSD	2.97K	—	신규	$220,849	0.0%
SIXA	4.09K	—	신규	$204,150	0.0%
CBK	8.29K	—	신규	$203,504	0.0%
XZO	8.15K	—	신규	$197,589	0.0%
MAMK	12.05K	—	신규	$156,663	0.0%
BEDY	5.85K	—	신규	$155,688	0.0%
IVES	4.92K	—	신규	$155,364	0.0%
EVMN	8.35K	—	신규	$142,884	0.0%
RJET	7.70K	—	신규	$141,412	0.0%
LAWR	35.00K	—	신규	$131,250	0.0%
WSHP	1.27K	—	신규	$120,270	0.0%
IDEF iShares Defense…	3.60K	—	신규	$111,005	0.0%
JLHL	27.00K	—	신규	$108,798	0.0%
NP	3.56K	—	신규	$103,723	0.0%
ECX	59.85K	—	신규	$102,949	0.0%
NA	32.66K	—	신규	$102,876	0.0%
WLTH Wealthfront Corporation	7.28K	—	신규	$98,990	0.0%
WEAT	4.51K	—	신규	$90,164	0.0%
SHMD	14.28K	—	신규	$88,434	0.0%
NBCR	2.58K	—	신규	$81,233	0.0%
PURR Hyperliquid Strategies…	20.84K	—	신규	$74,198	0.0%
NTHI	8.20K	—	신규	$67,848	0.0%
BCSS	102.65K	—	신규	$67,000	0.0%
IBTQ	2.53K	—	신규	$64,464	0.0%
IVVB	1.90K	—	신규	$62,866	0.0%
GNOV	1.29K	—	신규	$51,080	0.0%
SIF	9.15K	—	신규	$51,057	0.0%
SEIV SEI QiM U.S. Large Cap…	1.21K	—	신규	$50,356	0.0%
FMST	20.89K	—	신규	$44,293	0.0%
QNRX	3.00K	—	신규	$43,290	0.0%
TOVX	200.00K	—	신규	$42,080	0.0%
TTRX	10.00K	—	신규	$39,400	0.0%
UOCT	962	—	신규	$37,558	0.0%
DFGX	697	—	신규	$36,687	0.0%
TCPB	643	—	신규	$32,989	0.0%
ALZN	18.00K	—	신규	$32,760	0.0%
NDRA	6.95K	—	신규	$31,465	0.0%
DUSB	607	—	신규	$30,745	0.0%
SDSI	586	—	신규	$30,226	0.0%
KXIN	5.68K	—	신규	$29,474	0.0%
IWLG	499	—	신규	$27,046	0.0%
BITW	448	—	신규	$26,324	0.0%
XMAX	4.39K	—	신규	$26,322	0.0%
VCRM	348	—	신규	$26,298	0.0%
LCFY	8.40K	—	신규	$23,520	0.0%
DEXC	385	—	신규	$23,300	0.0%
BSCZ	1.10K	—	신규	$22,933	0.0%
IPST	13.74K	—	신규	$21,433	0.0%
ESLA	11.10K	—	신규	$17,311	0.0%
COOT	32.40K	—	신규	$16,686	0.0%
TUSB	322	—	신규	$16,213	0.0%
THAR	5.26K	—	신규	$15,947	0.0%
MTVA	1.86K	—	신규	$15,661	0.0%
DAUG	350	—	신규	$15,520	0.0%
EZBC	300	—	신규	$15,180	0.0%
LHAI	1.72K	—	신규	$13,133	0.0%

증권	주식 수	이전	변동	가치	비중
AAPL Apple Inc.	230.48M	229.10M	+0.6%	$62.66B	3.7%
MSFT Microsoft Corporation	121.22M	120.24M	+0.8%	$58.62B	3.5%
NVDA NVIDIA Corporation	323.73M	322.96M	+0.2%	$60.38B	3.6%
META Meta Platforms, Inc.	37.55M	36.73M	+2.2%	$24.79B	1.5%
GOOG Alphabet Inc.	71.84M	70.71M	+1.6%	$22.54B	1.3%
JPM JPMorgan Chase & Co.	66.39M	65.45M	+1.4%	$21.39B	1.3%
LLY Eli Lilly and Company	15.59M	15.19M	+2.7%	$16.76B	1.0%
IWF iShares Russell 1000…	27.64M	27.05M	+2.2%	$13.08B	0.8%
NFLX Netflix, Inc.	85.35M	8.51M	+0.3% ✂	$8.00B	0.5%
IEFA iShares Core MSCI EAFE…	104.88M	99.99M	+4.9%	$9.38B	0.6%
BND Vanguard Total Bond…	124.93M	108.64M	+15.0%	$9.25B	0.6%
MA Mastercard Incorporated	16.05M	15.92M	+0.8%	$9.16B	0.5%
COST Costco Wholesale…	9.52M	9.42M	+1.1%	$8.21B	0.5%
IWD iShares Russell 1000…	39.66M	36.38M	+9.0%	$8.34B	0.5%
UBER Uber Technologies, Inc.	80.20M	78.39M	+2.3%	$6.55B	0.4%
ORCL Oracle Corporation	27.13M	26.63M	+1.9%	$5.29B	0.3%
IEMG iShares Core MSCI…	102.79M	98.82M	+4.0%	$6.91B	0.4%
BAC Bank of America…	112.79M	102.60M	+9.9%	$6.20B	0.4%
RSP Invesco S&P 500 Equal…	31.35M	29.06M	+7.9%	$6.00B	0.4%
CSCO Cisco Systems, Inc.	75.33M	75.12M	+0.3%	$5.80B	0.3%
VEA Vanguard FTSE Developed…	90.49M	62.84M	+44.0%	$5.65B	0.3%
GLD SPDR Gold Shares	13.89M	11.35M	+22.4%	$5.51B	0.3%
BX Blackstone Inc.	32.86M	32.23M	+2.0%	$5.07B	0.3%
RTX RTX Corporation	29.78M	29.68M	+0.3%	$5.46B	0.3%
UNH UnitedHealth Group…	15.79M	15.24M	+3.6%	$5.21B	0.3%
ETN Eaton Corporation plc	12.98M	12.78M	+1.6%	$4.13B	0.2%
MRK Merck & Co., Inc.	44.95M	44.59M	+0.8%	$4.73B	0.3%
MU Micron Technology, Inc.	16.40M	15.60M	+5.1%	$4.68B	0.3%
DASH DoorDash, Inc.	17.54M	17.15M	+2.3%	$3.97B	0.2%
SPGI S&P Global Inc.	8.33M	8.07M	+3.3%	$4.35B	0.3%
GE GE Aerospace	13.92M	13.59M	+2.5%	$4.29B	0.3%
IVW iShares S&P 500 Growth…	33.65M	33.46M	+0.6%	$4.15B	0.2%
BLK BlackRock, Inc.	3.51M	3.51M	+0.1%	$3.75B	0.2%
GEV GE Vernova Inc.	6.05M	5.37M	+12.8%	$3.96B	0.2%
HON Honeywell International…	19.43M	18.55M	+4.7%	$3.79B	0.2%
APP AppLovin Corporation	5.56M	5.02M	+10.7%	$3.75B	0.2%
PEP PepsiCo, Inc.	24.96M	24.93M	+0.1%	$3.58B	0.2%
INTU Intuit Inc.	5.10M	5.04M	+1.2%	$3.38B	0.2%
LRCX Lam Research Corporation	19.89M	19.86M	+0.1%	$3.40B	0.2%
AGG iShares Core U.S.…	32.48M	31.24M	+4.0%	$3.24B	0.2%
IVE iShares S&P 500 Value…	15.28M	14.21M	+7.5%	$3.24B	0.2%
JPST JPMorgan Ultra-Short…	61.47M	60.02M	+2.4%	$3.11B	0.2%
EFA iShares MSCI EAFE ETF	31.62M	27.37M	+15.5%	$3.04B	0.2%
AMAT Applied Materials, Inc.	11.47M	11.10M	+3.4%	$2.95B	0.2%
UNP Union Pacific…	12.64M	12.03M	+5.0%	$2.92B	0.2%
VWO Vanguard FTSE Emerging…	53.91M	50.98M	+5.7%	$2.90B	0.2%
CEG Constellation Energy…	8.05M	8.02M	+0.5%	$2.85B	0.2%
ADI Analog Devices, Inc.	10.45M	10.26M	+1.9%	$2.83B	0.2%
VIG Vanguard Dividend…	12.77M	12.53M	+2.0%	$2.81B	0.2%
LMT Lockheed Martin…	5.73M	5.20M	+10.1%	$2.77B	0.2%
MSTR Strategy Inc	9.38M	8.42M	+11.4%	$1.43B	0.1%
JEPI JPMorgan Equity Premium…	47.23M	46.97M	+0.6%	$2.70B	0.2%
RBLX Roblox Corporation	20.73M	19.17M	+8.1%	$1.68B	0.1%
ICE Intercontinental…	15.88M	15.72M	+1.0%	$2.57B	0.2%
SPYM State Street SPDR…	30.86M	14.25M	+116.6%	$2.48B	0.1%
VO Vanguard Morningstar…	8.49M	8.23M	+3.2%	$2.47B	0.1%
APH Amphenol Corporation	18.19M	18.12M	+0.4%	$2.46B	0.1%
INTC Intel Corp.	65.25M	54.19M	+20.4%	$2.41B	0.1%
BA The Boeing Company	10.68M	9.74M	+9.7%	$2.31B	0.1%
TXN Texas Instruments…	12.29M	12.22M	+0.6%	$2.13B	0.1%
NOC Northrop Grumman…	3.67M	3.66M	+0.1%	$2.09B	0.1%
PFE Pfizer Inc.	89.11M	74.77M	+19.2%	$2.22B	0.1%
SNPS Synopsys, Inc.	4.57M	4.46M	+2.5%	$2.15B	0.1%
PBUS Invesco MSCI USA ETF	32.16M	26.88M	+19.6%	$2.20B	0.1%
BSX Boston Scientific…	22.96M	20.71M	+10.8%	$2.19B	0.1%
IJR iShares Core S&P…	18.06M	17.98M	+0.5%	$2.17B	0.1%
RPRX Royalty Pharma plc	55.27M	44.16M	+25.2%	$2.14B	0.1%
KLAC KLA Corporation	1.73M	1.72M	+0.8%	$2.11B	0.1%
COF Capital One Financial…	8.68M	8.35M	+3.9%	$2.10B	0.1%
ECL Ecolab Inc.	7.88M	7.44M	+5.9%	$2.07B	0.1%
NU Nu Holdings Ltd.	121.35M	117.93M	+2.9%	$2.03B	0.1%
VB Vanguard Morningstar…	7.86M	7.78M	+1.1%	$2.03B	0.1%
IAU iShares Gold Trust	24.90M	24.84M	+0.2%	$2.02B	0.1%
WMB The Williams Companies…	33.57M	30.26M	+11.0%	$2.02B	0.1%
VCIT Vanguard…	24.05M	19.65M	+22.4%	$2.01B	0.1%
SRE Sempra	22.33M	19.08M	+17.0%	$1.97B	0.1%
PH Parker-Hannifin…	2.13M	2.11M	+1.1%	$1.87B	0.1%
WELL Welltower Inc.	10.07M	9.59M	+4.9%	$1.87B	0.1%
ABNB Airbnb, Inc.	13.23M	12.51M	+5.8%	$1.80B	0.1%
AZO AutoZone, Inc.	492.79K	418.24K	+17.8%	$1.67B	0.1%
XLV State Street Health…	11.49M	10.60M	+8.4%	$1.78B	0.1%
FCX Freeport-McMoRan Inc.	34.26M	31.13M	+10.1%	$1.74B	0.1%
SPYG State Street SPDR…	16.22M	8.28M	+95.9%	$1.73B	0.1%
AFRM Affirm Holdings, Inc.	23.01M	22.97M	+0.2%	$1.71B	0.1%
AEP American Electric Power…	14.66M	14.39M	+1.9%	$1.69B	0.1%
TLT iShares 20+ Year…	19.19M	14.61M	+31.3%	$1.67B	0.1%
IEF iShares 7-10 Year…	17.04M	14.30M	+19.1%	$1.64B	0.1%
VGT Vanguard Information…	2.15M	2.13M	+1.2%	$1.62B	0.1%
ITOT iShares Core S&P Total…	10.90M	10.70M	+1.8%	$1.62B	0.1%
CVS CVS Health Corp.	20.37M	19.16M	+6.3%	$1.62B	0.1%
IBN ICICI Bank Limited	53.77M	49.80M	+8.0%	$1.60B	0.1%
FBND Fidelity Total Bond ETF	34.72M	29.89M	+16.2%	$1.60B	0.1%
VCSH Vanguard Short-Term…	19.43M	19.17M	+1.4%	$1.55B	0.1%
WDC Western Digital…	8.94M	8.40M	+6.5%	$1.54B	0.1%
XLI State Street Industrial…	9.88M	9.05M	+9.2%	$1.53B	0.1%
BMY Bristol-Myers Squibb…	28.35M	27.87M	+1.7%	$1.53B	0.1%
CL Colgate-Palmolive…	19.25M	18.92M	+1.7%	$1.52B	0.1%
HYG iShares iBoxx $ High…	18.22M	16.80M	+8.4%	$1.47B	0.1%
STX Seagate Technology…	5.32M	5.06M	+5.1%	$1.46B	0.1%
VYM Vanguard High Dividend…	10.20M	10.04M	+1.6%	$1.46B	0.1%
EVTR Eaton Vance Total…	28.23M	22.76M	+24.1%	$1.45B	0.1%
MO Altria Group, Inc.	22.31M	21.97M	+1.5%	$1.29B	0.1%
USMV iShares MSCI USA Min…	15.24M	14.77M	+3.1%	$1.43B	0.1%
SLB Slb N.V.	37.10M	36.61M	+1.3%	$1.42B	0.1%
ET Energy Transfer LP	86.31M	60.94M	+41.6%	$1.42B	0.1%
MSCI MSCI Inc.	2.47M	2.42M	+2.2%	$1.42B	0.1%
VRTX Vertex Pharmaceuticals…	3.12M	3.11M	+0.4%	$1.41B	0.1%
XBI State Street SPDR S&P…	11.49M	10.61M	+8.3%	$1.40B	0.1%
RDVY First Trust Rising…	20.15M	19.21M	+4.9%	$1.40B	0.1%
VGSH Vanguard Short-Term…	23.77M	22.08M	+7.6%	$1.40B	0.1%
FI Fiserv, Inc.	11.88M	10.68M	+11.2%	$798.10M	0.0%
VGIT Vanguard…	22.61M	19.83M	+14.0%	$1.35B	0.1%
DGRO iShares Core Dividend…	19.37M	19.03M	+1.7%	$1.34B	0.1%
EQT EQT Corporation	24.74M	23.98M	+3.2%	$1.33B	0.1%
LQD iShares iBoxx $…	11.95M	10.13M	+17.9%	$1.32B	0.1%
JEPQ JPMorgan Nasdaq Equity…	22.51M	21.10M	+6.7%	$1.31B	0.1%
QXO QXO, Inc.	67.32M	53.57M	+25.7%	$1.31B	0.1%
MMM 3M Company	8.13M	8.13M	0.0%	$1.30B	0.1%
RH Rh	10.10M	8.92M	+13.2%	$1.28B	0.1%
AZN AstraZeneca PLC	13.88M	13.45M	+3.2%	$1.28B	0.1%

증권	주식 수	이전	변동	가치	비중
GOOGL Alphabet Inc.	121.79M	121.95M	-0.1%	$38.12B	2.3%
AMZN Amazon.com, Inc.	161.58M	162.86M	-0.8%	$37.30B	2.2%
SPY State Street SPDR S&P…	29.32M	40.65M	-27.9%	$20.00B	1.2%
AVGO Broadcom Inc.	72.96M	73.01M	-0.1%	$25.25B	1.5%
IVV iShares Core S&P 500 ETF	24.03M	24.31M	-1.2%	$16.46B	1.0%
V Visa Inc.	46.86M	48.07M	-2.5%	$16.44B	1.0%
TSLA Tesla, Inc.	35.78M	36.15M	-1.0%	$16.09B	1.0%
VOO Vanguard S&P 500 ETF	24.57M	25.45M	-3.5%	$15.41B	0.9%
QQQ Invesco QQQ Trust…	16.04M	24.56M	-34.7%	$9.85B	0.6%
BRK-B Berkshire Hathaway Inc.	26.28M	26.57M	-1.1%	$13.21B	0.8%
ABBV AbbVie Inc.	40.04M	41.65M	-3.9%	$9.15B	0.5%
JNJ Johnson & Johnson	46.33M	48.23M	-4.0%	$9.59B	0.6%
WMT Walmart Inc.	84.27M	85.25M	-1.1%	$9.39B	0.6%
HD The Home Depot, Inc.	22.11M	22.49M	-1.7%	$7.61B	0.5%
XONA.DE Exxon Mobil Corporation	74.46M	74.91M	-0.6%	$8.96B	0.5%
PG The Procter & Gamble…	48.82M	51.33M	-4.9%	$7.00B	0.4%
VUG Vanguard Morningstar…	14.39M	14.77M	-2.6%	$7.02B	0.4%
TMO Thermo Fisher…	11.89M	12.72M	-6.5%	$6.89B	0.4%
GS The Goldman Sachs…	7.46M	7.69M	-3.0%	$6.56B	0.4%
KO The Coca-Cola Company	93.20M	95.45M	-2.4%	$6.52B	0.4%
VTV Vanguard Morningstar…	33.17M	33.21M	-0.1%	$6.34B	0.4%
PANW Palo Alto Networks, Inc.	30.46M	30.76M	-1.0%	$5.61B	0.3%
CVX Chevron Corporation	36.31M	36.61M	-0.8%	$5.53B	0.3%
PLTR Palantir Technologies…	29.21M	30.24M	-3.4%	$5.19B	0.3%
AMD Advanced Micro Devices…	25.04M	30.06M	-16.7%	$5.36B	0.3%
NEE NextEra Energy, Inc.	65.82M	66.38M	-0.8%	$5.28B	0.3%
ABT Abbott Laboratories	36.73M	38.63M	-4.9%	$4.60B	0.3%
AMGN Amgen Inc.	15.74M	15.91M	-1.0%	$5.15B	0.3%
CRM Salesforce, Inc.	19.01M	19.19M	-0.9%	$5.04B	0.3%
WFC Wells Fargo & Company	53.57M	55.17M	-2.9%	$4.99B	0.3%
AXP American Express Company	13.20M	13.23M	-0.2%	$4.88B	0.3%
NOW ServiceNow, Inc.	22.73M	5.22M	-12.9% ✂	$3.48B	0.2%
MCD McDonald's Corporation	15.27M	15.57M	-1.9%	$4.67B	0.3%
SPOT Spotify Technology S.A.	6.60M	6.77M	-2.5%	$3.83B	0.2%
MELI MercadoLibre, Inc.	1.73M	1.99M	-13.0%	$3.48B	0.2%
VTI Vanguard Morningstar…	13.79M	13.81M	-0.1%	$4.62B	0.3%
IBM International Business…	14.86M	16.02M	-7.3%	$4.40B	0.3%
IWM iShares Russell 2000 ETF	17.12M	18.15M	-5.7%	$4.21B	0.3%
SHOP Shopify Inc.	26.45M	29.28M	-9.7%	$4.26B	0.3%
TSM Taiwan Semiconductor…	13.51M	15.09M	-10.5%	$4.11B	0.2%
DIS The Walt Disney Company	35.45M	36.47M	-2.8%	$4.03B	0.2%
NET Cloudflare, Inc.	18.01M	19.01M	-5.3%	$3.55B	0.2%
TJX The TJX Companies, Inc.	26.54M	27.11M	-2.1%	$4.08B	0.2%
CAT Caterpillar Inc.	7.08M	7.24M	-2.2%	$4.05B	0.2%
PM Philip Morris…	23.42M	24.45M	-4.2%	$3.76B	0.2%
BKNG Booking Holdings Inc.	594.23K	686.76K	-13.5%	$3.18B	0.2%
WT WisdomTree, Inc.	63.18M	63.35M	-0.3%	$3.58B	0.2%
LIN Linde plc	7.09M	7.52M	-5.8%	$3.02B	0.2%
ADP Automatic Data…	10.35M	12.06M	-14.2%	$2.66B	0.2%
VZ Verizon Communications…	65.00M	77.31M	-15.9%	$2.65B	0.2%
TMUS T-Mobile US, Inc.	12.58M	13.81M	-8.9%	$2.55B	0.2%
ISRG Intuitive Surgical, Inc.	5.74M	6.30M	-8.9%	$3.25B	0.2%
QCOM QUALCOMM Incorporated	18.62M	18.72M	-0.6%	$3.18B	0.2%
CRWD CrowdStrike Holdings…	6.22M	6.46M	-3.8%	$2.91B	0.2%
C Citigroup Inc.	26.96M	27.36M	-1.4%	$3.15B	0.2%
T AT&T Inc.	106.94M	109.84M	-2.6%	$2.66B	0.2%
BSV Vanguard Short-Term…	30.55M	38.60M	-20.9%	$2.41B	0.1%
XLK State Street Technology…	19.35M	10.53M	-8.1% ✂	$2.79B	0.2%
ACN Accenture plc	7.54M	12.03M	-37.4%	$2.02B	0.1%
LOW Lowe's Companies, Inc.	10.83M	11.57M	-6.4%	$2.61B	0.2%
GILD Gilead Sciences, Inc.	23.51M	23.73M	-0.9%	$2.89B	0.2%
IWP iShares Russell Mid-Cap…	19.40M	19.82M	-2.1%	$2.66B	0.2%
SHY iShares 1-3 Year…	26.65M	33.67M	-20.9%	$2.21B	0.1%
ANET Arista Networks, Inc.	18.18M	18.63M	-2.4%	$2.38B	0.1%
AJG Arthur J. Gallagher &…	7.77M	8.59M	-9.5%	$2.01B	0.1%
XLF State Street Financial…	40.92M	47.42M	-13.7%	$2.24B	0.1%
PGR The Progressive…	9.49M	10.33M	-8.2%	$2.16B	0.1%
SHW The Sherwin-Williams…	6.31M	7.31M	-13.7%	$2.05B	0.1%
ZTS Zoetis Inc.	15.47M	16.94M	-8.7%	$1.95B	0.1%
IJH iShares Core S&P…	36.99M	37.04M	-0.1%	$2.44B	0.1%
ADBE Adobe Inc.	6.20M	6.91M	-10.4%	$2.17B	0.1%
DHR Danaher Corporation	10.64M	11.61M	-8.3%	$2.44B	0.1%
CME CME Group Inc.	8.36M	8.90M	-6.1%	$2.28B	0.1%
SYK Stryker Corporation	6.25M	6.46M	-3.2%	$2.20B	0.1%
SCHW The Charles Schwab…	23.23M	24.73M	-6.0%	$2.32B	0.1%
IUSG iShares Core S&P U.S.…	14.01M	14.02M	-0.1%	$2.35B	0.1%
BIL State Street SPDR…	23.82M	24.81M	-4.0%	$2.18B	0.1%
SBUX Starbucks Corporation	21.28M	26.19M	-18.8%	$1.79B	0.1%
CPNG Coupang, Inc.	58.86M	68.09M	-13.6%	$1.39B	0.1%
AON Aon plc	5.57M	6.14M	-9.2%	$1.97B	0.1%
TT Trane Technologies plc	5.06M	5.09M	-0.7%	$1.97B	0.1%
SNOW Snowflake Inc.	8.94M	9.17M	-2.5%	$1.96B	0.1%
PLD Prologis, Inc.	14.26M	17.78M	-19.8%	$1.82B	0.1%
DE Deere & Company	4.25M	4.26M	-0.2%	$1.98B	0.1%
MCK McKesson Corporation	2.39M	2.47M	-3.3%	$1.96B	0.1%
DIA State Street SPDR Dow…	2.96M	4.21M	-29.7%	$1.42B	0.1%
ROP Roper Technologies, Inc.	3.38M	3.91M	-13.7%	$1.50B	0.1%
MDT Medtronic plc	20.22M	20.23M	-0.1%	$1.94B	0.1%
AMT American Tower…	9.81M	10.03M	-2.2%	$1.72B	0.1%
GD General Dynamics…	5.21M	5.64M	-7.6%	$1.75B	0.1%
ASML ASML Holding N.V.	1.70M	1.93M	-11.6%	$1.82B	0.1%
QUAL iShares MSCI USA…	8.97M	9.58M	-6.4%	$1.78B	0.1%
EEM iShares MSCI Emerging…	31.10M	33.87M	-8.2%	$1.70B	0.1%
ORLY O'Reilly Automotive…	15.90M	16.63M	-4.4%	$1.45B	0.1%
JCI Johnson Controls…	14.54M	14.60M	-0.4%	$1.74B	0.1%
DELL Dell Technologies Inc.	11.88M	12.04M	-1.3%	$1.50B	0.1%
WM Waste Management, Inc.	6.67M	7.62M	-12.5%	$1.47B	0.1%
VEU Vanguard FTSE All-World…	22.63M	23.20M	-2.5%	$1.66B	0.1%
CMI Cummins Inc.	3.23M	3.79M	-14.7%	$1.65B	0.1%
LNG Cheniere Energy, Inc.	6.51M	7.01M	-7.0%	$1.27B	0.1%
URI United Rentals, Inc.	1.56M	1.72M	-9.2%	$1.26B	0.1%
COP ConocoPhillips	16.71M	17.22M	-3.0%	$1.56B	0.1%
EWJ iShares MSCI Japan ETF	19.58M	20.22M	-3.2%	$1.58B	0.1%
IONQ IonQ, Inc.	19.57M	26.34M	-25.7%	$877.96M	0.1%
CB Chubb Limited	5.16M	5.34M	-3.4%	$1.61B	0.1%
BNY Bank of New York Mellon…	11.20M	14.64M	-23.5%	$1.30B	0.1%
EMR Emerson Electric Co.	11.81M	12.04M	-1.9%	$1.57B	0.1%
VST Vistra Corp.	7.91M	8.05M	-1.7%	$1.28B	0.1%
DUK Duke Energy Corporation	12.34M	12.45M	-0.9%	$1.45B	0.1%
VGK Vanguard FTSE Europe ETF	16.25M	19.19M	-15.3%	$1.36B	0.1%
MDLZ Mondelez International…	18.95M	23.95M	-20.9%	$1.02B	0.1%
MAR Marriott International…	4.79M	4.86M	-1.3%	$1.49B	0.1%
XYZ Block, Inc.	18.18M	20.09M	-9.5%	$1.18B	0.1%
USB U.S. Bancorp	27.09M	27.44M	-1.3%	$1.45B	0.1%
CMCSA Comcast Corporation	41.62M	45.46M	-8.5%	$1.24B	0.1%
MRSH Marsh & McLennan…	6.87M	7.05M	-2.6%	$1.27B	0.1%
NKE NIKE, Inc.	19.40M	20.13M	-3.6%	$1.24B	0.1%
TCOM Trip.com Group Limited	16.38M	18.57M	-11.8%	$1.18B	0.1%
XLE State Street Energy…	29.44M	15.30M	-3.8% ✂	$1.32B	0.1%
GLW Corning Inc	15.21M	15.40M	-1.2%	$1.33B	0.1%

증권	주식 수	이전	변동	가치	비중
COOP Mr. Cooper Group Inc.	—	1.48M	퇴출	$312.15M	0.0%
K Kellanova	—	3.33M	퇴출	$272.97M	0.0%
VRNA Verona Pharma plc	—	1.58M	퇴출	$168.16M	0.0%
IPG The Interpublic Group…	—	5.71M	퇴출	$159.26M	0.0%
SPR Spirit AeroSystems…	—	2.63M	퇴출	$101.57M	0.0%
IBTF	—	3.64M	퇴출	$84.98M	0.0%
IBDQ	—	3.21M	퇴출	$80.92M	0.0%
BSCP	—	3.68M	퇴출	$76.09M	0.0%
INFA Informatica Inc.	—	2.97M	퇴출	$73.72M	0.0%
ALE ALLETE, Inc.	—	421.39K	퇴출	$27.98M	0.0%
VRNT	—	1.26M	퇴출	$25.51M	0.0%
ZK	—	699.80K	퇴출	$21.33M	0.0%
VBTX	—	618.83K	퇴출	$20.75M	0.0%
HBI Hanesbrands Inc.	—	3.10M	퇴출	$20.46M	0.0%
SPNS	—	453.28K	퇴출	$19.49M	0.0%
LNWO Light & Wonder, Inc.	—	221.94K	퇴출	$18.63M	0.0%
ODP	—	603.22K	퇴출	$16.80M	0.0%
BBEM JPMorgan BetaBuilders…	—	260.67K	퇴출	$16.50M	0.0%
AKRO Akero Therapeutics, Inc.	—	339.92K	퇴출	$16.14M	0.0%
ZIMV	—	826.45K	퇴출	$15.65M	0.0%
SCS	—	774.77K	퇴출	$13.33M	0.0%
TRML	—	252.09K	퇴출	$12.06M	0.0%
VMEO	—	1.54M	퇴출	$11.93M	0.0%
LPI	—	673.07K	퇴출	$11.37M	0.0%
ELP	—	1.10M	퇴출	$10.80M	0.0%
HSII	—	213.85K	퇴출	$10.64M	0.0%
SRDX	—	320.04K	퇴출	$9.57M	0.0%
SCPH	—	1.67M	퇴출	$9.48M	0.0%
PRO	—	377.09K	퇴출	$8.64M	0.0%
MRUS Merus N.V.	—	88.19K	퇴출	$8.30M	0.0%
SAND	—	656.20K	퇴출	$8.22M	0.0%
MRC	—	560.22K	퇴출	$8.08M	0.0%
AVDX	—	728.60K	퇴출	$7.25M	0.0%
ETNB	—	444.77K	퇴출	$6.54M	0.0%
PBPB	—	333.31K	퇴출	$5.68M	0.0%
PGRE	—	833.19K	퇴출	$5.45M	0.0%
BRY	—	1.44M	퇴출	$5.43M	0.0%
IAS	—	491.74K	퇴출	$5.00M	0.0%
MTSR Metsera, Inc.	—	92.94K	퇴출	$4.86M	0.0%
HONE	—	174.08K	퇴출	$2.37M	0.0%
TAXT	—	40.00K	퇴출	$2.05M	0.0%
TAXI	—	40.00K	퇴출	$2.03M	0.0%
TAXS	—	40.00K	퇴출	$2.01M	0.0%
MLNK	—	91.79K	퇴출	$1.83M	0.0%
CCRD	—	57.17K	퇴출	$1.54M	0.0%
PJUN	—	31.90K	퇴출	$1.31M	0.0%
PHLT	—	162.16K	퇴출	$1.25M	0.0%
PVBC	—	70.35K	퇴출	$881,534	0.0%
GNTY	—	14.96K	퇴출	$729,505	0.0%
IRBT	—	166.72K	퇴출	$598,544	0.0%
MSFU	—	9.90K	퇴출	$515,790	0.0%
ADAPY	—	3.67M	퇴출	$476,588	0.0%
JMHI	—	8.67K	퇴출	$437,698	0.0%
BITX	—	7.80K	퇴출	$429,832	0.0%
WOW	—	82.69K	퇴출	$426,705	0.0%
TTSH	—	69.25K	퇴출	$418,969	0.0%
TIXT	—	72.21K	퇴출	$323,515	0.0%
GTLS-PB	—	3.66K	퇴출	$260,293	0.0%
AJX	—	82.01K	퇴출	$206,667	0.0%
MOB	—	15.71K	퇴출	$146,103	0.0%
ZONE	—	63.10K	퇴출	$127,462	0.0%
DBGI	—	13.02K	퇴출	$106,780	0.0%
SEPW	—	3.04K	퇴출	$95,472	0.0%
YDKG	—	25.76K	퇴출	$89,143	0.0%
BNOV	—	1.98K	퇴출	$86,087	0.0%
NRSN	—	66.40K	퇴출	$83,000	0.0%
CTM	—	73.71K	퇴출	$80,348	0.0%
CREX	—	34.20K	퇴출	$78,318	0.0%
ILLR	—	78.09K	퇴출	$64,824	0.0%
AGMH	—	5.40K	퇴출	$44,928	0.0%
LSAF	—	908	퇴출	$40,615	0.0%
PRSO	—	25.00K	퇴출	$31,250	0.0%
EDC	—	589	퇴출	$30,044	0.0%
HIT	—	9.08K	퇴출	$29,134	0.0%
RSHO	—	615	퇴출	$26,442	0.0%
MOBX	—	27.23K	퇴출	$21,953	0.0%
PMAX	—	73.36K	퇴출	$20,415	0.0%
RITR	—	2.33K	퇴출	$16,368	0.0%
CWEB	—	270	퇴출	$15,547	0.0%
CAEP	—	1.48K	퇴출	$15,232	0.0%
BILZ	—	144	퇴출	$14,571	0.0%
PRFD	—	269	퇴출	$13,934	0.0%
CLOX	—	515	퇴출	$13,169	0.0%
DGCB	—	229	퇴출	$12,698	0.0%
AMZY	—	844	퇴출	$12,010	0.0%
AIFF	—	3.53K	퇴출	$10,269	0.0%
GLBS	—	9.33K	퇴출	$9,986	0.0%
GHLD	—	496	퇴출	$9,904	0.0%
PSFF	—	295	퇴출	$9,321	0.0%
MSFO	—	518	퇴출	$9,024	0.0%
EDVA	—	3.79K	퇴출	$8,957	0.0%
FLX	—	2.56K	퇴출	$8,202	0.0%
BNAI	—	27.01K	퇴출	$7,940	0.0%
VMAR	—	4.82K	퇴출	$6,548	0.0%
IZM	—	2.59K	퇴출	$6,155	0.0%
WKHS	—	4.98K	퇴출	$5,474	0.0%
ARTL	—	1.10K	퇴출	$5,049	0.0%
GLBZ	—	1.04K	퇴출	$4,818	0.0%
MXC	—	502	퇴출	$4,600	0.0%
XUDV	—	170	퇴출	$4,542	0.0%
BTCT	—	1.60K	퇴출	$4,400	0.0%
PCLA	—	9.77K	퇴출	$4,329	0.0%
TGE	—	2.00K	퇴출	$4,280	0.0%
DFGP	—	76	퇴출	$4,223	0.0%
TJGC	—	2.00K	퇴출	$4,200	0.0%
TDTH	—	4.24K	퇴출	$3,884	0.0%
UFG	—	457	퇴출	$3,793	0.0%
CARV	—	1.50K	퇴출	$3,600	0.0%
GVH	—	735	퇴출	$3,374	0.0%
IQST	—	477	퇴출	$3,101	0.0%
EPWKF	—	7.03K	퇴출	$2,811	0.0%
ILDR	—	82	퇴출	$2,656	0.0%
CALC	—	856	퇴출	$2,633	0.0%
CMND	—	2.56K	퇴출	$2,628	0.0%
SHIM	—	1.00K	퇴출	$2,610	0.0%
CKDXF	—	765	퇴출	$2,570	0.0%
HKD	—	1.37K	퇴출	$2,470	0.0%
TACO	—	227	퇴출	$2,361	0.0%
ANGH	—	707	퇴출	$2,086	0.0%
GTEN	—	200	퇴출	$2,042	0.0%

포지션 보유 기간

2480–1 분기

63652–4 분기

현재 각 포지션이 데이터 조회 기간 내에서 보고된 연속 분기 수.

유사 운용사

운용사	공통 보유 종목	종목 중복	가중 유사도
Northern Trust Corp	4205	61.5%	0.9537	비교 ⇄
Goldman Sachs Group	4883	71.2%	0.9435	비교 ⇄
BlackRock	4990	72.8%	0.9365	비교 ⇄
UBS Group AG	6298	86.9%	0.9249	비교 ⇄
JPMorgan Chase	5654	81.5%	0.9073	비교 ⇄
Rockefeller Capital Management L.P.	4447	65.3%	0.9038	비교 ⇄
Citigroup Inc	4492	65.8%	0.9002	비교 ⇄
Fidelity (FMR)	4931	72.5%	0.8608	비교 ⇄

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

공시 기록

Aug 13 2026 13F-HR · 기간 Q2 2026

$1.89T · 45,905 포지션 · 원본 SEC 제출 서류 보기 ↗

May 27 2026 13F-HR/A · 기간 Q4 2025

$1.67T · 45,419 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

May 27 2026 13F-HR/A · 기간 Q3 2025

$1.65T · 45,054 포지션 · 수정 공시 (restatement) · 원본 SEC 제출 서류 보기 ↗

May 15 2026 13F-HR · 기간 Q1 2026

$1.66T · 45,985 포지션 · 원본 SEC 제출 서류 보기 ↗

Feb 13 2026 13F-HR · 기간 Q4 2025

$1.67T · 45,420 포지션 · 원본 SEC 제출 서류 보기 ↗

Nov 14 2025 13F-HR · 기간 Q3 2025

$1.65T · 45,055 포지션 · 원본 SEC 제출 서류 보기 ↗

Aug 14 2025 13F-HR · 기간 Q2 2025

$1.54T · 44,865 포지션 · 원본 SEC 제출 서류 보기 ↗

출처: SEC EDGAR의 해당 운용사 13F 정보 테이블에서 파싱된 모든 보유 종목; 보고된 값 기준, 미국 달러 전액. 변동은 분할 조정 주식 수 기준으로 각 분기의 최종 접수 버전(수정본 반영)을 비교합니다. 보고 기간: Q4 2025 · 최근 공시 Aug 13, 2026 · 변동 산출 방법론

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