運用会社レコード · アーカイブ済み四半期

Northwestern Mutual Wealth Management Co

Milwaukee, WI · CIK 1141802 · EDGARファイリング ↗

Q2 2026 Q1 2026 Q4 2025 差分 ⇄

$162.43B報告済み13F評価額

4,113ポジション

46.9%トップ10ウェイト

27.60実効保有

2.3%推定回転率

+533新規

−425解消銘柄

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

四半期別報告済み評価額 Q4 2025 → Q2 2026

セクターエクスポージャー

金融サービス 92.1% (+0.3pp)

テクノロジー 3.3% (-0.2pp)

コミュニケーション・サービス 1.0% (-0.1pp)

消費者循環株 0.9% (-0.2pp)

資本財・サービス 0.8% (+0.0pp)

ヘルスケア 0.7% (+0.0pp)

エネルギー 0.4% (+0.1pp)

消費者ディフェンシブ 0.4% (+0.0pp)

公益事業 0.2% (+0.0pp)

不動産 0.1% (+0.0pp)

素材 0.1% (+0.0pp)

報告済み普通株式価値に占める比率；（±pp）前四半期比。

ポートフォリオ · Q1 2026

#	有価証券	ウェイト	時価	株数	Δ株式数		保有中
1	IVV iShares Core S&P 500 ETF	13.9%	$22.60B	34.60M	+2.2%	▲ Add	2
2	BND Vanguard Total Bond Market…	6.1%	$9.93B	134.82M	+3.0%	▲ Add	2
3	IJH iShares Core S&P Mid-Cap ETF	5.4%	$8.70B	128.82M	+3.2%	▲ Add	2
4	SCHF Schwab International Equity…	4.6%	$7.48B	302.29M	+1.5%	▲ Add	2
5	IJR iShares Core S&P Small-Cap…	3.3%	$5.40B	43.44M	+2.1%	▲ Add	2
6	RSP Invesco S&P 500 Equal…	3.2%	$5.20B	27.09M	+3.2%	▲ Add	2
7	FBND Fidelity Total Bond ETF	2.7%	$4.37B	95.85M	+3.7%	▲ Add	2
8	VWO Vanguard FTSE Emerging…	2.7%	$4.33B	80.16M	+2.5%	▲ Add	2
9	VEA Vanguard FTSE Developed…	2.5%	$4.11B	64.15M	+3.6%	▲ Add	2
10	SPY State Street SPDR S&P 500…	2.4%	$3.98B	6.11M	+2.7%	▲ Add	2
11	TLT iShares 20+ Year Treasury…	2.4%	$3.85B	44.38M	+2.9%	▲ Add	2
12	IEFA iShares Core MSCI EAFE ETF	2.0%	$3.29B	36.34M	+3.8%	▲ Add	2
13	VLUE iShares MSCI USA Value…	2.0%	$3.27B	23.03M	+1.2%	▲ Add	2
14	IQLT iShares MSCI Intl Quality…	1.6%	$2.62B	56.74M	+2.6%	▲ Add	2
15	VTEB Vanguard Tax-Exempt Bond ETF	1.2%	$1.92B	38.57M	+5.2%	▲ Add	2
16	QQQ Invesco QQQ Trust, Series 1	1.1%	$1.84B	3.18M	+2.9%	▲ Add	2
17	VO Vanguard Morningstar…	1.1%	$1.81B	6.31M	+2.1%	▲ Add	2
18	VOO Vanguard S&P 500 ETF	1.1%	$1.73B	2.89M	+7.7%	▲ Add	2
19	DFIV Dimensional - International…	1.0%	$1.65B	31.18M	+5.8%	▲ Add	2
20	IUSB iShares Core Universal USD…	0.9%	$1.40B	30.34M	+6.0%	▲ Add	2
21	IEMG iShares Core MSCI Emerging…	0.8%	$1.36B	19.44M	+6.0%	▲ Add	2
22	AGG iShares Core U.S. Aggregate…	0.8%	$1.29B	12.96M	+5.6%	▲ Add	2
23	VNQ Vanguard Real Estate ETF	0.7%	$1.14B	12.83M	+7.0%	▲ Add	2
24	NVDA NVIDIA Corporation	0.6%	$1.01B	5.80M	+3.6%	▲ Add	2
25	MUB iShares National Muni Bond…	0.6%	$945.09M	8.90M	+5.6%	▲ Add	2
26	AAPL Apple Inc.	0.6%	$932.33M	3.67M	-0.9%	▼ Trim	2
27	BIV Vanguard Intermediate-Term…	0.6%	$931.56M	12.07M	+7.5%	▲ Add	2
28	SCHX Schwab U.S. Large-Cap ETF	0.5%	$892.52M	34.81M	+12.3%	▲ Add	2
29	VTV Vanguard Morningstar Value…	0.5%	$890.75M	4.54M	+10.9%	▲ Add	2
30	GSLC Goldman Sachs ActiveBeta…	0.5%	$886.65M	7.09M	+0.1%	▲ Add	2
31	QQQM Invesco NASDAQ 100 ETF	0.5%	$877.99M	3.69M	+0.8%	▲ Add	2
32	VV Vanguard Morningstar…	0.5%	$849.22M	2.84M	+2.9%	▲ Add	2
33	CGDV Capital Group Dividend…	0.5%	$842.55M	19.81M	+5.6%	▲ Add	2
34	MSFT Microsoft Corporation	0.5%	$831.87M	2.25M	+11.5%	▲ Add	2
35	INTF iShares International…	0.5%	$787.79M	20.22M	+6.0%	▲ Add	2
36	VUG Vanguard Morningstar Growth…	0.5%	$775.72M	1.78M	+1.4%	▲ Add	2
37	DYNF iShares U.S. Equity Factor…	0.5%	$770.85M	13.25M	+18.4%	▲ Add	2
38	AMZN Amazon.com, Inc.	0.5%	$758.56M	3.64M	+3.7%	▲ Add	2
39	VB Vanguard Morningstar…	0.5%	$736.78M	2.81M	+2.4%	▲ Add	2
40	IVLU iShares MSCI Intl Value…	0.4%	$721.65M	18.19M	+5.7%	▲ Add	2
41	GOOGL Alphabet Inc.	0.4%	$650.04M	2.26M	-3.2%	▼ Trim	2
42	IAU iShares Gold Trust	0.3%	$568.62M	6.45M	-2.2%	▼ Trim	2
43	MDY State Street SPDR S&P…	0.3%	$533.35M	864.77K	+4.2%	▲ Add	2
44	CGGR Capital Group Growth ETF	0.3%	$520.34M	12.95M	+6.7%	▲ Add	2
45	IWB iShares Russell 1000 ETF	0.3%	$492.09M	1.38M	+4.4%	▲ Add	2
46	COWZ Pacer US Cash Cows 100 ETF	0.3%	$478.18M	7.64M	-4.2%	▼ Trim	2
47	IEF iShares 7-10 Year Treasury…	0.3%	$462.97M	4.85M	+5.2%	▲ Add	2
48	VGT Vanguard Information…	0.3%	$435.74M	624.52K	-1.3%	▼ Trim	2
49	FENI Fidelity Enhanced…	0.3%	$432.46M	11.63M	+19.7%	▲ Add	2
50	SCHD Schwab U.S. Dividend Equity…	0.3%	$421.38M	13.73M	-2.2%	▼ Trim	2
51	SPYM State Street SPDR Portfolio…	0.3%	$411.12M	5.37M	+31.1%	▲ Add	2
52	EMXC iShares MSCI Emerging…	0.2%	$404.47M	5.14M	+8.7%	▲ Add	2
53	AVEM Avantis Emerging Markets…	0.2%	$399.46M	4.96M	+36.6%	▲ Add	2
54	FMDE Fidelity Enhanced Mid Cap…	0.2%	$396.84M	11.04M	+20.1%	▲ Add	2
55	META Meta Platforms, Inc.	0.2%	$396.26M	692.60K	+3.1%	▲ Add	2
56	DBEF Xtrackers MSCI EAFE Hedged…	0.2%	$374.07M	7.57M	-2.4%	▼ Trim	2
57	QUAL iShares MSCI USA Quality…	0.2%	$364.62M	1.90M	-4.4%	▼ Trim	2
58	CGGO Capital Group Global Growth…	0.2%	$362.38M	10.86M	-1.8%	▼ Trim	2
59	SCHM Schwab U.S. Mid-Cap ETF	0.2%	$360.33M	11.64M	+6.5%	▲ Add	2
60	AVGO Broadcom Inc.	0.2%	$342.05M	1.11M	+40.0%	▲ Add	2
61	VIG Vanguard Dividend…	0.2%	$341.43M	1.59M	+0.7%	▲ Add	2
62	IOO iShares Global 100 ETF	0.2%	$338.91M	2.80M	+0.8%	▲ Add	2
63	JPM JPMorgan Chase & Co.	0.2%	$334.59M	1.14M	+1.7%	▲ Add	2
64	GOOG Alphabet Inc.	0.2%	$323.34M	1.13M	+5.9%	▲ Add	2
65	VT Vanguard Total World Stock…	0.2%	$319.84M	2.31M	+0.1%	▲ Add	2
66	AVDE Avantis International…	0.2%	$300.34M	3.54M	+11.9%	▲ Add	2
67	FNDF Schwab Fundamental…	0.2%	$299.46M	6.12M	+1.4%	▲ Add	2
68	VFLO VictoryShares Free Cash…	0.2%	$298.99M	7.57M	+2.3%	▲ Add	2
69	SCHG Schwab U.S. Large-Cap…	0.2%	$295.57M	10.15M	-4.0%	▼ Trim	2
70	IWF iShares Russell 1000 Growth…	0.2%	$284.10M	666.27K	0.0%	▼ Trim	2
71	AVUV Avantis U.S. Small Cap…	0.2%	$264.35M	2.39M	+3.5%	▲ Add	2
72	VTI Vanguard Morningstar Total…	0.2%	$262.24M	817.44K	+7.3%	▲ Add	2
73	EZU iShares MSCI Eurozone ETF	0.2%	$257.93M	4.12M	-4.9%	▼ Trim	2
74	PVAL Putnam Focused Large Cap…	0.2%	$254.78M	5.49M	+19.3%	▲ Add	2
75	TFI State Street SPDR Nuveen…	0.2%	$252.70M	5.57M	+4.3%	▲ Add	2
76	EFA iShares MSCI EAFE ETF	0.1%	$238.58M	2.46M	-1.7%	▼ Trim	2
77	JMUB JPMorgan Municipal ETF	0.1%	$238.43M	4.77M	+14.7%	▲ Add	2
78	CGMU Capital Group Municipal…	0.1%	$237.93M	8.76M	+15.4%	▲ Add	2
79	CGXU Capital Group International…	0.1%	$228.23M	7.74M	+2.0%	▲ Add	2
80	VOT Vanguard Morningstar…	0.1%	$224.35M	871.78K	-3.4%	▼ Trim	2
81	LLY Eli Lilly and Company	0.1%	$223.19M	242.65K	+3.5%	▲ Add	2
82	RDVY First Trust Rising Dividend…	0.1%	$212.53M	3.11M	+14.5%	▲ Add	2
83	BRK-B Berkshire Hathaway Inc.	0.1%	$211.71M	441.80K	-1.2%	▼ Trim	2
84	GLD SPDR Gold Shares	0.1%	$210.05M	488.17K	0.0%	▲ Add	2
85	SMH VanEck Semiconductor ETF	0.1%	$205.23M	535.28K	-2.3%	▼ Trim	2
86	JMST JPMorgan Ultra-Short…	0.1%	$197.59M	3.88M	-2.5%	▼ Trim	2
87	TSM Taiwan Semiconductor…	0.1%	$193.67M	573.09K	+12.8%	▲ Add	2
88	VCSH Vanguard Short-Term…	0.1%	$193.65M	2.44M	+8.9%	▲ Add	2
89	AVLV Avantis U.S. Large Cap…	0.1%	$193.57M	2.40M	+17.9%	▲ Add	2
90	VOE Vanguard Morningstar…	0.1%	$192.71M	1.05M	+6.8%	▲ Add	2
91	COST Costco Wholesale Corporation	0.1%	$191.42M	192.11K	+3.0%	▲ Add	2
92	IVW iShares S&P 500 Growth ETF	0.1%	$187.03M	1.65M	-2.6%	▼ Trim	2
93	WT WisdomTree, Inc.	0.1%	$186.68M	3.10M	-5.2%	▼ Trim	2
94	ITM VanEck Intermediate Muni ETF	0.1%	$182.56M	3.93M	-7.2%	▼ Trim	2
95	IWP iShares Russell Mid-Cap…	0.1%	$181.36M	1.42M	+0.8%	▲ Add	2
96	LVHI Franklin International Low…	0.1%	$176.97M	4.37M	+14.3%	▲ Add	2
97	V Visa Inc.	0.1%	$175.08M	579.26K	+6.3%	▲ Add	2
98	DGRO iShares Core Dividend…	0.1%	$174.89M	2.49M	+5.0%	▲ Add	2
99	SPMO Invesco S&P 500 Momentum ETF	0.1%	$173.40M	1.55M	+12.3%	▲ Add	2
100	CGUS Capital Group Core Equity…	0.1%	$173.40M	4.51M	+4.4%	▲ Add	2
101	JPST JPMorgan Ultra-Short Income…	0.1%	$172.20M	3.40M	-15.2%	▼ Trim	2
102	IDMO Invesco S&P International…	0.1%	$171.90M	3.13M	+58.9%	▲ Add	2
103	XMMO Invesco S&P MidCap Momentum…	0.1%	$169.03M	1.17M	+25.6%	▲ Add	2
104	SCHA Schwab U.S. Small-Cap ETF	0.1%	$168.78M	5.80M	+5.5%	▲ Add	2
105	SUB iShares Short-Term National…	0.1%	$164.28M	1.54M	+11.1%	▲ Add	2
106	SCHH Schwab U.S. REIT ETF	0.1%	$162.69M	7.57M	-1.0%	▼ Trim	2
107	REET iShares Global REIT ETF	0.1%	$162.42M	6.46M	+5.6%	▲ Add	2
108	SPEM State Street SPDR Portfolio…	0.1%	$162.28M	3.46M	-1.4%	▼ Trim	2
109	IWM iShares Russell 2000 ETF	0.1%	$158.75M	640.12K	+0.6%	▲ Add	2
110	SPHQ Invesco S&P 500 Quality ETF	0.1%	$157.25M	2.09M	-9.4%	▼ Trim	2
111	AMAT Applied Materials, Inc.	0.1%	$155.40M	454.67K	-8.0%	▼ Trim	2
112	ESGU iShares ESG Aware MSCI USA…	0.1%	$151.79M	1.07M	+4.5%	▲ Add	2
113	JEPI JPMorgan Equity Premium…	0.1%	$149.62M	2.64M	-12.1%	▼ Trim	2
114	HEFA iShares Currency Hedged…	0.1%	$146.81M	3.45M	-2.8%	▼ Trim	2
115	SHM State Street SPDR Nuveen…	0.1%	$146.43M	3.06M	+3.8%	▲ Add	2
116	JCPB JPMorgan Core Plus Bond ETF	0.1%	$144.66M	3.07M	+8.3%	▲ Add	2
117	CGCP Capital Group Core Plus…	0.1%	$143.56M	6.43M	+11.8%	▲ Add	2
118	FESM Fidelity Enhanced Small Cap…	0.1%	$142.49M	3.75M	+16.1%	▲ Add	2
119	VPU Vanguard Utilities ETF	0.1%	$141.30M	713.11K	+5.0%	▲ Add	2
120	CGCB Capital Group Core Bond ETF	0.1%	$141.13M	5.37M	+38.2%	▲ Add	2
121	USMV iShares MSCI USA Min Vol…	0.1%	$141.08M	1.52M	-9.2%	▼ Trim	2
122	SPYG State Street SPDR Portfolio…	0.1%	$136.04M	1.39M	+9.9%	▲ Add	2
123	ICF iShares Select U.S. REIT ETF	0.1%	$134.66M	2.18M	+1.2%	▲ Add	2
124	CVX Chevron Corporation	0.1%	$133.35M	644.50K	-5.7%	▼ Trim	2
125	EFV iShares MSCI EAFE Value ETF	0.1%	$132.27M	1.78M	-11.8%	▼ Trim	2
126	LRCX Lam Research Corporation	0.1%	$130.52M	610.89K	-14.6%	▼ Trim	2
127	AMD Advanced Micro Devices, Inc.	0.1%	$130.09M	639.47K	+6.9%	▲ Add	2
128	MA Mastercard Incorporated	0.1%	$128.55M	257.28K	+17.5%	▲ Add	2
129	IJT iShares S&P Small-Cap 600…	0.1%	$127.36M	880.07K	+5.7%	▲ Add	2
130	BSV Vanguard Short-Term Bond ETF	0.1%	$125.88M	1.61M	+6.3%	▲ Add	2
131	JHMM John Hancock Investments -…	0.1%	$125.72M	1.87M	+13.2%	▲ Add	2
132	CAT Caterpillar Inc.	0.1%	$125.34M	176.92K	-9.2%	▼ Trim	2
133	XMHQ Invesco S&P MidCap Quality…	0.1%	$124.27M	1.20M	+2.9%	▲ Add	2
134	TSLA Tesla, Inc.	0.1%	$122.89M	330.57K	+2.2%	▲ Add	2
135	SHY iShares 1-3 Year Treasury…	0.1%	$122.33M	1.48M	+14.8%	▲ Add	2
136	SPYV State Street SPDR Portfolio…	0.1%	$122.10M	2.16M	+2.9%	▲ Add	2
137	SPDW State Street SPDR Portfolio…	0.1%	$121.72M	2.67M	+4.8%	▲ Add	2
138	XONA.DE Exxon Mobil Corporation	0.1%	$120.23M	708.65K	+8.2%	▲ Add	2
139	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$118.06M	1.23M	+2.8%	▲ Add	2
140	SGOV iShares 0-3 Month Treasury…	0.1%	$116.78M	1.16M	+2.1%	▲ Add	2
141	IWR iShares Russell Mid-Cap ETF	0.1%	$116.45M	1.20M	+1.5%	▲ Add	2
142	ITA iShares U.S. Aerospace &…	0.1%	$116.37M	531.98K	+23.3%	▲ Add	2
143	SPMD State Street SPDR Portfolio…	0.1%	$115.39M	1.95M	-0.5%	▼ Trim	2
144	IJK iShares S&P Mid-Cap 400…	0.1%	$111.69M	1.11M	+2.2%	▲ Add	2
145	WMT Walmart Inc.	0.1%	$111.28M	895.36K	+6.5%	▲ Add	2
146	SCHE Schwab Emerging Markets…	0.1%	$111.10M	3.37M	-2.7%	▼ Trim	2
147	GCOW Pacer Global Cash Cows…	0.1%	$110.88M	2.40M	-3.1%	▼ Trim	2
148	THRO iShares U.S. Thematic…	0.1%	$109.21M	3.02M	+14.6%	▲ Add	2
149	EAGG iShares ESG Aware U.S.…	0.1%	$109.20M	2.30M	+3.5%	▲ Add	2
150	EFAV iShares MSCI EAFE Min Vol…	0.1%	$109.20M	1.20M	+3.4%	▲ Add	2
151	BIL State Street SPDR Bloomberg…	0.1%	$108.49M	1.18M	+12.1%	▲ Add	2
152	DIA State Street SPDR Dow Jones…	0.1%	$108.46M	234.17K	-1.8%	▼ Trim	2
153	USRT iShares Core U.S. REIT ETF	0.1%	$107.71M	1.82M	-1.2%	▼ Trim	2
154	HYD VanEck High Yield Muni ETF	0.1%	$107.58M	2.15M	+5.2%	▲ Add	2
155	PG The Procter & Gamble Company	0.1%	$107.44M	743.86K	+1.7%	▲ Add	2
156	RTX RTX Corporation	0.1%	$106.65M	552.87K	-7.7%	▼ Trim	2
157	FRDM EA SERIES TRUST	0.1%	$106.30M	1.95M	+23.1%	▲ Add	2
158	HD The Home Depot, Inc.	0.1%	$104.62M	318.11K	-17.4%	▼ Trim	2
159	CWB State Street SPDR Bloomberg…	0.1%	$102.85M	1.12M	+7.8%	▲ Add	2
160	KLAC KLA Corporation	0.1%	$101.30M	68.80K	-11.1%	▼ Trim	2
161	CGNG Capital Group New Geography…	0.1%	$99.57M	3.15M	+81.6%	▲ Add	2
162	FDL First Trust Morningstar…	0.1%	$98.76M	1.94M	+5.9%	▲ Add	2
163	SDVY First Trust SMID Cap Rising…	0.1%	$98.52M	2.50M	+13.6%	▲ Add	2
164	IWD iShares Russell 1000 Value…	0.1%	$98.45M	460.76K	+2.5%	▲ Add	2
165	IDEV iShares Core MSCI…	0.1%	$97.48M	1.17M	+9.6%	▲ Add	2
166	VBK Vanguard Morningstar…	0.1%	$95.85M	317.13K	+4.7%	▲ Add	2
167	JNJ Johnson & Johnson	0.1%	$93.89M	384.11K	+4.2%	▲ Add	2
168	BAI iShares A.I. Innovation and…	0.1%	$93.49M	2.84M	+97735.4%	▲ Add	2
169	MTUM iShares MSCI USA Momentum…	0.1%	$92.16M	384.03K	+5.4%	▲ Add	2
170	PRF Invesco RAFI US 1000 ETF	0.1%	$91.90M	1.93M	+3.5%	▲ Add	2
171	EFG iShares MSCI EAFE Growth ETF	0.1%	$91.47M	821.31K	+24.2%	▲ Add	2
172	DFAE Dimensional - Emerging Core…	0.1%	$90.78M	2.68M	+7.9%	▲ Add	2
173	VSS Vanguard FTSE All-World…	0.1%	$90.34M	619.63K	+12.5%	▲ Add	2
174	PANW Palo Alto Networks, Inc.	0.1%	$88.41M	551.45K	+11.0%	▲ Add	2
175	PAVE Global X - U.S.…	0.1%	$88.31M	1.74M	-4.9%	▼ Trim	2
176	QGRO American Century U.S.…	0.1%	$87.64M	834.47K	+6.2%	▲ Add	2
177	BCI abrdn Bloomberg All…	0.1%	$86.76M	3.57M	+29.0%	▲ Add	2
178	OEF iShares S&P 100 ETF	0.1%	$86.67M	272.50K	-38.2%	▼ Trim	2
179	C Citigroup Inc.	0.1%	$84.84M	748.07K	-1.8%	▼ Trim	2
180	IJJ iShares S&P Mid-Cap 400…	0.1%	$84.70M	639.26K	+0.9%	▲ Add	2
181	VEU Vanguard FTSE All-World…	0.1%	$84.14M	1.12M	+12.7%	▲ Add	2
182	AVUS Avantis U.S. Equity ETF	0.1%	$83.74M	753.15K	+22.2%	▲ Add	2
183	IYF iShares U.S. Financials ETF	0.1%	$83.62M	710.65K	+8.2%	▲ Add	2
184	VBR Vanguard Morningstar…	0.1%	$82.51M	379.79K	+3.5%	▲ Add	2
185	HTRB Hartford Total Return Bond…	0.1%	$82.31M	2.44M	-3.6%	▼ Trim	2
186	ORCL Oracle Corporation	0.1%	$80.57M	547.65K	+34.5%	▲ Add	2
187	TCHP T. Rowe Price Blue Chip…	0.1%	$80.45M	1.82M	-0.1%	▼ Trim	2
188	AIQ Global X - Artificial…	0.1%	$80.45M	1.72M	+8.1%	▲ Add	2
189	IEI iShares 3-7 Year Treasury…	0.0%	$80.10M	675.35K	-4.6%	▼ Trim	2
190	CRM Salesforce, Inc.	0.0%	$79.31M	424.88K	+1.1%	▲ Add	2
191	PM Philip Morris International…	0.0%	$78.95M	477.50K	+4.0%	▲ Add	2
192	SPSM State Street SPDR Portfolio…	0.0%	$78.75M	1.63M	+7.3%	▲ Add	2
193	GS The Goldman Sachs Group…	0.0%	$78.58M	92.89K	-16.0%	▼ Trim	2
194	BDYN iShares Dynamic Equity…	0.0%	$77.43M	3.18M	-5.0%	▼ Trim	2
195	AVSC Avantis U.S. Small Cap…	0.0%	$77.42M	1.24M	+6.7%	▲ Add	2
196	JQUA JPMorgan U.S. Quality…	0.0%	$77.41M	1.26M	-8.2%	▼ Trim	2
197	BINC iShares Flexible Income…	0.0%	$77.14M	1.49M	+23.4%	▲ Add	2
198	VXUS Vanguard Total…	0.0%	$77.11M	1.00M	+44.2%	▲ Add	2
199	FIDU FIDELITY COVINGTON TRUST	0.0%	$76.98M	889.71K	+6.3%	▲ Add	2
200	DE Deere & Company	0.0%	$76.89M	136.50K	+2.8%	▲ Add	2
201	AVDV Avantis International Small…	0.0%	$76.17M	762.78K	+27.0%	▲ Add	2
202	SPTL State Street SPDR Portfolio…	0.0%	$75.65M	2.88M	+10.1%	▲ Add	2
203	HGER Harbor Commodity…	0.0%	$75.50M	2.43M	+57.8%	▲ Add	2
204	ETN Eaton Corporation plc	0.0%	$75.28M	210.46K	+15.8%	▲ Add	2
205	COF Capital One Financial…	0.0%	$75.27M	412.61K	+3.5%	▲ Add	2
206	LQD iShares iBoxx $ Investment…	0.0%	$74.99M	688.05K	+6.9%	▲ Add	2
207	MRVL Marvell Technology, Inc.	0.0%	$74.76M	754.80K	+3.4%	▲ Add	2
208	TDVG T ROWE PRICE ETF INC	0.0%	$73.87M	1.66M	+9.3%	▲ Add	2
209	HSUN HARTFORD FDS EXCHANGE TRADED	0.0%	$73.72M	2.12M	+18.7%	▲ Add	2
210	DFAI Dimensional - International…	0.0%	$73.36M	1.88M	+8.8%	▲ Add	2
211	DBMF iMGP DBi Managed Futures…	0.0%	$72.83M	2.42M	+11.4%	▲ Add	2
212	PH Parker-Hannifin Corporation	0.0%	$72.65M	81.15K	+2.4%	▲ Add	2
213	IYW iShares U.S. Technology ETF	0.0%	$72.27M	398.34K	+0.9%	▲ Add	2
214	FTEC Fidelity MSCI Information…	0.0%	$71.29M	342.63K	+9.3%	▲ Add	2
215	COP ConocoPhillips	0.0%	$71.06M	538.32K	+1.5%	▲ Add	2
216	FCOM FIDELITY COVINGTON TRUST	0.0%	$71.04M	1.04M	-11.1%	▼ Trim	2
217	IVOO Vanguard S&P Mid-Cap 400 ETF	0.0%	$70.92M	620.36K	+11.6%	▲ Add	2
218	UNH UnitedHealth Group…	0.0%	$70.88M	261.95K	+2.8%	▲ Add	2
219	TJX The TJX Companies, Inc.	0.0%	$70.35M	440.50K	+4.8%	▲ Add	2
220	PYLD PIMCO Multisector Bond…	0.0%	$70.24M	2.68M	+43.2%	▲ Add	2
221	AXP American Express Company	0.0%	$69.68M	230.34K	+0.5%	▲ Add	2
222	HMOP HARTFORD FDS EXCHANGE TRADED	0.0%	$69.09M	1.78M	+12.7%	▲ Add	2
223	VHT Vanguard Health Care ETF	0.0%	$69.08M	253.66K	-13.7%	▼ Trim	2
224	SOXX iShares Semiconductor ETF	0.0%	$67.75M	206.14K	-5.3%	▼ Trim	2
225	UNP Union Pacific Corporation	0.0%	$66.74M	275.09K	+2.5%	▲ Add	2
226	ANET Arista Networks, Inc.	0.0%	$66.45M	541.24K	-6.2%	▼ Trim	2
227	VGK Vanguard FTSE Europe ETF	0.0%	$66.32M	804.56K	+4.1%	▲ Add	2
228	MGC Vanguard Morningstar Mega…	0.0%	$66.07M	279.55K	+19.9%	▲ Add	2
229	VCR Vanguard Consumer…	0.0%	$65.87M	183.46K	-11.2%	▼ Trim	2
230	TFC Truist Financial Corporation	0.0%	$65.74M	1.43M	+3.6%	▲ Add	2
231	IMCG iShares Morningstar Mid-Cap…	0.0%	$65.17M	827.37K	-1.7%	▼ Trim	2
232	ARTY iShares Future AI & Tech ETF	0.0%	$64.74M	1.39M	-33.6%	▼ Trim	2
233	VXF Vanguard Extended Market ETF	0.0%	$64.16M	311.75K	+1.7%	▲ Add	2
234	MGK Vanguard Morningstar Mega…	0.0%	$63.92M	173.96K	-24.8%	▼ Trim	2
235	VLO Valero Energy Corporation	0.0%	$63.39M	256.56K	-12.6%	▼ Trim	2
236	ITOT iShares Core S&P Total U.S.…	0.0%	$63.19M	443.64K	+1.6%	▲ Add	2
237	ISRG Intuitive Surgical, Inc.	0.0%	$63.05M	136.77K	+6.3%	▲ Add	2
238	DVY iShares Select Dividend ETF	0.0%	$62.47M	412.59K	+33.1%	▲ Add	2
239	IYH iShares U.S. Healthcare ETF	0.0%	$61.84M	1.00M	-4.2%	▼ Trim	2
240	IXUS iShares Core MSCI Total…	0.0%	$61.25M	706.98K	+18.6%	▲ Add	2
241	LMBS First Trust Low Duration…	0.0%	$60.88M	1.22M	+16.8%	▲ Add	2
242	TMO Thermo Fisher Scientific…	0.0%	$60.32M	122.73K	+2.4%	▲ Add	2
243	NFLX Netflix, Inc.	0.0%	$60.10M	625.11K	+14.1%	▲ Add	2
244	EMR Emerson Electric Co.	0.0%	$59.91M	457.27K	-0.6%	▼ Trim	2
245	HLT Hilton Worldwide Holdings…	0.0%	$59.57M	195.90K	+2.3%	▲ Add	2
246	XCEM Columbia EM Core ex-China…	0.0%	$59.49M	1.46M	+0.8%	▲ Add	2
247	ABBV AbbVie Inc.	0.0%	$59.27M	272.53K	+0.7%	▲ Add	2
248	IQV IQVIA Holdings Inc.	0.0%	$59.04M	346.19K	+33.2%	▲ Add	2
249	VST Vistra Corp.	0.0%	$58.82M	391.30K	+528.5%	▲ Add	2
250	CALF Pacer US Small Cap Cash…	0.0%	$58.78M	1.31M	-17.9%	▼ Trim	2
251	IVE iShares S&P 500 Value ETF	0.0%	$58.19M	275.58K	-5.0%	▼ Trim	2
252	DELL Dell Technologies Inc.	0.0%	$57.70M	351.55K	-24.8%	▼ Trim	2
253	BPRE BLUEROCK PVT REAL ESTATE FD	0.0%	$56.67M	3.41M	-20.4%	▼ Trim	2
254	NRG NRG Energy, Inc.	0.0%	$56.51M	386.70K	+18.1%	▲ Add	2
255	SCZ iShares MSCI EAFE Small-Cap…	0.0%	$56.47M	720.17K	+8.5%	▲ Add	2
256	PULS PGIM Ultra Short Bond ETF	0.0%	$55.67M	1.12M	+0.8%	▲ Add	2
257	VTIP Vanguard Short-Term…	0.0%	$55.09M	1.10M	+6.9%	▲ Add	2
258	MU Micron Technology, Inc.	0.0%	$54.91M	162.53K	+2.3%	▲ Add	2
259	LHX L3Harris Technologies, Inc.	0.0%	$54.12M	156.81K	-16.3%	▼ Trim	2
260	BSX Boston Scientific…	0.0%	$53.61M	854.35K	+16.1%	▲ Add	2
261	AIRR First Trust RBA American…	0.0%	$53.49M	482.88K	+7.7%	▲ Add	2
262	IMTM iShares MSCI Intl Momentum…	0.0%	$52.93M	1.10M	+8.0%	▲ Add	2
263	TLH iShares 10-20 Year Treasury…	0.0%	$52.49M	521.19K	-25.0%	▼ Trim	2
264	REGL ProShares - S&P MidCap 400…	0.0%	$52.13M	603.35K	+4.8%	▲ Add	2
265	MRK Merck & Co., Inc.	0.0%	$51.38M	427.11K	+2.5%	▲ Add	2
266	FDVV Fidelity High Dividend ETF	0.0%	$51.22M	927.21K	-14.8%	▼ Trim	2
267	VYM Vanguard High Dividend…	0.0%	$51.19M	345.68K	+7.0%	▲ Add	2
268	IDV iShares International…	0.0%	$51.00M	1.20M	+6.5%	▲ Add	2
269	ICE Intercontinental Exchange…	0.0%	$50.44M	320.67K	+2.4%	▲ Add	2
270	BCTK BARON ETF TR	0.0%	$50.39M	2.16M	+5.7%	▲ Add	2
271	FLQM Franklin U.S. Mid Cap…	0.0%	$50.13M	912.53K	-5.5%	▼ Trim	2
272	IBM International Business…	0.0%	$49.95M	206.08K	+76.7%	▲ Add	2
273	EEMV iShares MSCI Emerging…	0.0%	$49.82M	769.72K	+0.2%	▲ Add	2
274	TIP iShares TIPS Bond ETF	0.0%	$49.82M	451.43K	+2.0%	▲ Add	2
275	STIP iShares 0-5 Year TIPS Bond…	0.0%	$49.80M	481.44K	+45.3%	▲ Add	2
276	BNDX Vanguard Total…	0.0%	$49.58M	1.03M	+19.7%	▲ Add	2
277	BDVL iShares Disciplined…	0.0%	$49.26M	2.00M	-9.6%	▼ Trim	2
278	MTZ MasTec, Inc.	0.0%	$49.12M	152.68K	-19.2%	▼ Trim	2
279	SPGI S&P Global Inc.	0.0%	$48.45M	113.92K	+3.8%	▲ Add	2
280	PLTR Palantir Technologies Inc.	0.0%	$48.30M	330.16K	+5.0%	▲ Add	2
281	TTWO Take-Two Interactive…	0.0%	$48.05M	243.28K	+33.8%	▲ Add	2
282	SCHW The Charles Schwab…	0.0%	$47.54M	505.83K	+203.3%	▲ Add	2
283	IWO iShares Russell 2000 Growth…	0.0%	$47.53M	151.45K	+19.1%	▲ Add	2
284	ROKU Roku, Inc.	0.0%	$47.49M	501.93K	+7.2%	▲ Add	2
285	APP AppLovin Corporation	0.0%	$47.26M	118.74K	+353.6%	▲ Add	2
286	GE GE Aerospace	0.0%	$46.66M	164.43K	+10.7%	▲ Add	2
287	PDBC Invesco Optimum Yield…	0.0%	$46.57M	2.69M	-14.6%	▼ Trim	2
288	XSMO Invesco S&P SmallCap…	0.0%	$46.35M	609.65K	+4.8%	▲ Add	2
289	CRWD CrowdStrike Holdings, Inc.	0.0%	$46.03M	117.89K	-45.5%	▼ Trim	2
290	SHLD Global X - Defense Tech ETF	0.0%	$45.34M	639.97K	+96.2%	▲ Add	2
291	GLTR abrdn Physical Precious…	0.0%	$45.16M	206.48K	-11.0%	▼ Trim	2
292	ELV Elevance Health Inc.	0.0%	$44.83M	153.12K	+2.4%	▲ Add	2
293	ICOW Pacer Developed Markets…	0.0%	$44.73M	1.05M	+6.1%	▲ Add	2
294	IJS iShares S&P Small-Cap 600…	0.0%	$44.50M	375.66K	-1.7%	▼ Trim	2
295	SHW The Sherwin-Williams Company	0.0%	$44.43M	138.61K	+3.9%	▲ Add	2
296	SLV iShares Silver Trust	0.0%	$44.39M	651.44K	-12.7%	▼ Trim	2
297	CNQ Canadian Natural Resources…	0.0%	$44.36M	910.29K	+485.6%	▲ Add	2
298	SPOT Spotify Technology S.A.	0.0%	$44.07M	90.87K	+161.8%	▲ Add	2
299	MOAT VanEck Morningstar Wide…	0.0%	$43.72M	452.16K	-12.5%	▼ Trim	2
300	MINT PIMCO Enhanced Short…	0.0%	$43.40M	431.54K	+8.4%	▲ Add	2
301	ASML ASML Holding N.V.	0.0%	$42.89M	32.48K	+0.1%	▲ Add	2
302	IDHQ INVESCO EXCH TRADED FD TR II	0.0%	$42.79M	1.21M	+7.8%	▲ Add	2
303	FEOE RBB FUND TRUST	0.0%	$42.72M	846.67K	+854.8%	▲ Add	2
304	SNPS Synopsys, Inc.	0.0%	$42.36M	106.83K	+885.5%	▲ Add	2
305	GBIL Goldman Sachs Access…	0.0%	$41.91M	418.30K	-23.2%	▼ Trim	2
306	KEYS Keysight Technologies, Inc.	0.0%	$41.72M	147.76K	-17.8%	▼ Trim	2
307	AKAM Akamai Technologies, Inc.	0.0%	$40.75M	354.79K	+23287.5%	▲ Add	2
308	FBCG Fidelity Blue Chip Growth…	0.0%	$40.69M	811.79K	+22.2%	▲ Add	2
309	HUBB Hubbell Incorporated	0.0%	$40.52M	82.57K	-34.8%	▼ Trim	2
310	PZA Invesco National AMT-Free…	0.0%	$40.46M	1.76M	-6.2%	▼ Trim	2
311	SPGP Invesco S&P 500 GARP ETF	0.0%	$39.76M	369.40K	-1.3%	▼ Trim	2
312	PNR Pentair plc	0.0%	$39.68M	455.50K	+7.6%	▲ Add	2
313	IUSG iShares Core S&P U.S.…	0.0%	$39.31M	253.46K	-12.1%	▼ Trim	2
314	GLDM SPDR Gold MiniShares Trust	0.0%	$39.24M	423.36K	-7.0%	▼ Trim	2
315	FNDE Schwab Fundamental Emerging…	0.0%	$39.11M	1.02M	+52.5%	▲ Add	2
316	FELC Fidelity Enhanced Large Cap…	0.0%	$39.11M	1.08M	-4.7%	▼ Trim	2
317	NEM Newmont Corporation	0.0%	$38.86M	358.97K	+584.3%	▲ Add	2
318	CGIE Capital Group International…	0.0%	$38.73M	1.15M	+74.6%	▲ Add	2
319	VDE Vanguard Energy ETF	0.0%	$38.72M	223.78K	-19.2%	▼ Trim	2
320	NBCM NEUBERGER BERMAN ETF TRUST	0.0%	$38.45M	1.37M	+28.8%	▲ Add	2
321	UBND VICTORY PORTFOLIOS II	0.0%	$38.34M	1.76M	新規	New	1
322	EEM iShares MSCI Emerging…	0.0%	$38.31M	674.59K	+12.8%	▲ Add	2
323	SRVR PACER FDS TR	0.0%	$38.20M	1.22M	+0.8%	▲ Add	2
324	ILOW Alliance Bernstein - AB…	0.0%	$37.21M	872.22K	+367.8%	▲ Add	2
325	VIS Vanguard Industrials ETF	0.0%	$36.86M	118.05K	+13.0%	▲ Add	2
326	KO The Coca-Cola Company	0.0%	$36.82M	484.19K	-44.3%	▼ Trim	2
327	CPAY Corpay, Inc.	0.0%	$36.48M	125.36K	+13165.3%	▲ Add	2
328	ESGE iShares ESG Aware MSCI EM…	0.0%	$36.37M	799.90K	+4.2%	▲ Add	2
329	GEV GE Vernova Inc.	0.0%	$36.29M	41.57K	-1.0%	▼ Trim	2
330	VCIT Vanguard Intermediate-Term…	0.0%	$36.24M	438.00K	+93.0%	▲ Add	2
331	CGCV Capital Group Conservative…	0.0%	$36.18M	1.21M	+12.5%	▲ Add	2
332	BKLC BNY Mellon US Large Cap…	0.0%	$36.11M	289.33K	-6.1%	▼ Trim	2
333	MCD McDonald's Corporation	0.0%	$35.72M	114.92K	+0.8%	▲ Add	2
334	GRID First Trust NASDAQ Clean…	0.0%	$35.68M	218.11K	+37.0%	▲ Add	2
335	GDX VanEck Gold Miners ETF	0.0%	$35.59M	387.81K	-2.7%	▼ Trim	2
336	NEE NextEra Energy, Inc.	0.0%	$35.30M	380.03K	+2.7%	▲ Add	2
337	IWS iShares Russell Mid-Cap…	0.0%	$35.25M	241.84K	+2.1%	▲ Add	2
338	VGSH Vanguard Short-Term…	0.0%	$35.24M	601.99K	-3.2%	▼ Trim	2
339	HDV iShares Core High Dividend…	0.0%	$35.15M	258.97K	-7.0%	▼ Trim	2
340	DFAS Dimensional - US Small Cap…	0.0%	$34.94M	491.17K	-16.3%	▼ Trim	2
341	VFH Vanguard Financials ETF	0.0%	$34.79M	288.00K	-21.9%	▼ Trim	2
342	PEP PepsiCo, Inc.	0.0%	$34.72M	223.57K	+0.1%	▲ Add	2
343	CSCO Cisco Systems, Inc.	0.0%	$34.70M	447.24K	+0.8%	▲ Add	2
344	EVTR Eaton Vance Total Return…	0.0%	$34.33M	676.38K	+44.4%	▲ Add	2
345	VGLT Vanguard Long-Term Treasury…	0.0%	$33.51M	605.35K	+6.0%	▲ Add	2
346	ROBO EXCHANGE TRADED CONCEPTS TRU	0.0%	$33.23M	485.55K	+470.0%	▲ Add	2
347	IYR iShares U.S. Real Estate ETF	0.0%	$33.05M	349.53K	+7.2%	▲ Add	2
348	RWL Invesco S&P 500 Revenue ETF	0.0%	$33.03M	287.41K	+3.9%	▲ Add	2
349	PTY PIMCO CORPORATE & INCOME OPP	0.0%	$32.77M	2.72M	+5.0%	▲ Add	2
350	IYK ISHARES TR	0.0%	$32.69M	466.77K	-12.2%	▼ Trim	2
351	SHEL Shell plc	0.0%	$32.17M	345.90K	+4.7%	▲ Add	2
352	BAC Bank of America Corporation	0.0%	$31.92M	654.77K	+2.1%	▲ Add	2
353	PFF iShares Preferred and…	0.0%	$31.61M	1.04M	-0.2%	▼ Trim	2
354	GSIE Goldman Sachs ActiveBeta…	0.0%	$31.51M	730.51K	-0.4%	▼ Trim	2
355	XLK State Street Technology…	0.0%	$30.53M	229.69K	+5.8%	▲ Add	2
356	FENY FIDELITY COVINGTON TRUST	0.0%	$30.43M	894.43K	+65.8%	▲ Add	2
357	ISCG ISHARES TR	0.0%	$29.67M	541.34K	+4.2%	▲ Add	2
358	RL Ralph Lauren Corporation	0.0%	$29.61M	86.08K	+23417.8%	▲ Add	2
359	SPLV Invesco S&P 500 Low…	0.0%	$29.49M	403.20K	+115.1%	▲ Add	2
360	BLV Vanguard Long-Term Bond ETF	0.0%	$29.46M	428.26K	+49.5%	▲ Add	2
361	TSPA T. Rowe Price U.S. Equity…	0.0%	$29.38M	718.42K	+14.8%	▲ Add	2
362	T AT&T Inc.	0.0%	$29.14M	1.01M	+2.5%	▲ Add	2
363	DIVI FRANKLIN TEMPLETON ETF TR	0.0%	$29.08M	730.41K	+9.3%	▲ Add	2
364	CGSM Capital Group Short…	0.0%	$29.03M	1.10M	+208.8%	▲ Add	2
365	CGDG Capital Group Dividend…	0.0%	$28.69M	799.29K	-4.0%	▼ Trim	2
366	ESML iShares ESG Aware MSCI USA…	0.0%	$28.60M	608.25K	+4.2%	▲ Add	2
367	FELG Fidelity Enhanced Large Cap…	0.0%	$28.48M	759.58K	+11.8%	▲ Add	2
368	IFRA iShares U.S. Infrastructure…	0.0%	$28.47M	497.75K	+2.9%	▲ Add	2
369	DFIS Dimensional - International…	0.0%	$28.46M	845.29K	+22.2%	▲ Add	2
370	CIBR First Trust Nasdaq…	0.0%	$28.44M	453.72K	+0.9%	▲ Add	2
371	EUSA iShares MSCI USA Equal…	0.0%	$28.37M	278.81K	+9.4%	▲ Add	2
372	BALI BLACKROCK ETF TRUST	0.0%	$28.37M	920.85K	+65.1%	▲ Add	2
373	IWY iShares Russell Top 200…	0.0%	$28.37M	114.01K	+2.3%	▲ Add	2
374	PHYS Sprott Physical Gold Trust	0.0%	$28.34M	799.58K	-18.4%	▼ Trim	2
375	VDC Vanguard Consumer Staples…	0.0%	$28.10M	125.14K	+6.7%	▲ Add	2
376	DIS The Walt Disney Company	0.0%	$27.76M	287.98K	-0.7%	▼ Trim	2
377	RDDT Reddit, Inc.	0.0%	$27.72M	205.89K	+1690.5%	▲ Add	2
378	LMT Lockheed Martin Corporation	0.0%	$27.63M	45.71K	-0.9%	▼ Trim	2
379	CGMM Capital Group U.S. Small…	0.0%	$27.53M	937.73K	+233.0%	▲ Add	2
380	VIOO Vanguard S&P Small-Cap 600…	0.0%	$27.39M	238.56K	+0.2%	▲ Add	2
381	BLK BlackRock, Inc.	0.0%	$26.65M	27.71K	+0.8%	▲ Add	2
382	VPL Vanguard FTSE Pacific ETF	0.0%	$26.31M	269.20K	-0.4%	▼ Trim	2
383	TRFK PACER FDS TR	0.0%	$26.20M	420.89K	+17.0%	▲ Add	2
384	GWRE Guidewire Software, Inc.	0.0%	$26.03M	174.04K	+18258.3%	▲ Add	2
385	VZ Verizon Communications Inc.	0.0%	$25.91M	516.22K	-9.3%	▼ Trim	2
386	SYFI AB ACTIVE ETFS INC	0.0%	$25.89M	728.88K	+1948.5%	▲ Add	2
387	SOFI SoFi Technologies, Inc.	0.0%	$25.82M	1.63M	+1052.0%	▲ Add	2
388	P Everpure, Inc.	0.0%	$25.58M	433.26K	+1366.9%	▲ Add	2
389	ABT Abbott Laboratories	0.0%	$25.49M	248.24K	-6.6%	▼ Trim	2
390	IBHI ISHARES TR	0.0%	$25.44M	1.09M	+2.0%	▲ Add	2
391	SHOP Shopify Inc.	0.0%	$25.44M	214.45K	+7.0%	▲ Add	2
392	IUSV iShares Core S&P U.S. Value…	0.0%	$25.22M	246.63K	-36.3%	▼ Trim	2
393	BMY Bristol-Myers Squibb Company	0.0%	$24.88M	410.50K	+68.3%	▲ Add	2
394	MDYG State Street SPDR S&P 400…	0.0%	$24.76M	257.99K	+4.6%	▲ Add	2
395	IBDR iShares iBonds Dec 2026…	0.0%	$24.68M	1.02M	-5.5%	▼ Trim	2
396	DFAC Dimensional - US Core…	0.0%	$24.62M	633.48K	+8.3%	▲ Add	2
397	IBHF ISHARES TR	0.0%	$24.49M	1.07M	-0.1%	▼ Trim	2
398	XNTK SPDR SERIES TRUST	0.0%	$24.12M	94.50K	+38.0%	▲ Add	2
399	TCAF T. Rowe Price Capital…	0.0%	$24.11M	677.54K	-2.0%	▼ Trim	2
400	XLE State Street Energy Select…	0.0%	$24.04M	392.45K	+357.9%	▲ Add	2
401	IBDS iShares iBonds Dec 2027…	0.0%	$23.92M	986.62K	+6.7%	▲ Add	2
402	PPA Invesco Aerospace & Defense…	0.0%	$23.90M	144.23K	-23.1%	▼ Trim	2
403	UBER Uber Technologies, Inc.	0.0%	$23.88M	331.96K	-8.3%	▼ Trim	2
404	QTUM Defiance Quantum ETF	0.0%	$23.45M	218.53K	-2.3%	▼ Trim	2
405	IGIB iShares 5-10 Year…	0.0%	$23.40M	439.65K	+8.3%	▲ Add	2
406	FPE First Trust Preferred…	0.0%	$23.39M	1.32M	+10.3%	▲ Add	2
407	CGMS Capital Group U.S.…	0.0%	$23.27M	854.69K	+10.5%	▲ Add	2
408	URA Global X - Uranium ETF	0.0%	$23.20M	479.05K	+29.4%	▲ Add	2
409	BA The Boeing Company	0.0%	$23.02M	115.64K	+0.4%	▲ Add	2
410	FREL FIDELITY COVINGTON TRUST	0.0%	$22.88M	850.36K	+4.2%	▲ Add	2
411	JAAA Janus Henderson AAA CLO ETF	0.0%	$22.87M	453.99K	+11.2%	▲ Add	2
412	USHY iShares Broad USD High…	0.0%	$22.78M	618.25K	+0.8%	▲ Add	2
413	BRK-A Berkshire Hathaway Inc.	0.0%	$22.26M	31	-3.1%	▼ Trim	2
414	EDIV SPDR INDEX SHS FDS	0.0%	$22.19M	562.15K	+15.8%	▲ Add	2
415	JIRE JPMorgan International…	0.0%	$22.18M	292.89K	-38.0%	▼ Trim	2
416	SMLF iShares U.S. Small-Cap…	0.0%	$22.07M	292.42K	+36.6%	▲ Add	2
417	VOOG Vanguard S&P 500 Growth ETF	0.0%	$22.00M	53.97K	+7.5%	▲ Add	2
418	MS Morgan Stanley	0.0%	$21.92M	133.21K	-3.6%	▼ Trim	2
419	GOVT iShares U.S. Treasury Bond…	0.0%	$21.62M	943.51K	+65.1%	▲ Add	2
420	SO The Southern Company	0.0%	$21.40M	226.65K	-0.5%	▼ Trim	2
421	JPIB J P MORGAN EXCHANGE TRADED F	0.0%	$21.28M	444.98K	+48.4%	▲ Add	2
422	GPIX Goldman Sachs S&P 500…	0.0%	$21.26M	424.79K	+33.4%	▲ Add	2
423	VRT Vertiv Holdings Co	0.0%	$21.22M	84.67K	-10.2%	▼ Trim	2
424	OKE ONEOK, Inc.	0.0%	$21.14M	233.83K	+2.7%	▲ Add	2
425	IEUR iShares Core MSCI Europe ETF	0.0%	$21.06M	299.66K	-0.2%	▼ Trim	2
426	JEPQ JPMorgan Nasdaq Equity…	0.0%	$20.88M	376.06K	+11.3%	▲ Add	2
427	SPIB State Street SPDR Portfolio…	0.0%	$20.85M	621.55K	+70.0%	▲ Add	2
428	IBHH ISHARES TR	0.0%	$20.83M	887.33K	+1.5%	▲ Add	2
429	HON Honeywell International Inc.	0.0%	$20.77M	91.89K	-2.7%	▼ Trim	2
430	FTGC First Trust Global Tactical…	0.0%	$20.71M	721.25K	-3.6%	▼ Trim	2
431	FNDX Schwab Fundamental U.S.…	0.0%	$20.67M	742.04K	+3.7%	▲ Add	2
432	SPTI State Street SPDR Portfolio…	0.0%	$20.62M	719.46K	+245.4%	▲ Add	2
433	AVIV AMERICAN CENTY ETF TR	0.0%	$20.55M	274.62K	+65.2%	▲ Add	2
434	AMGN Amgen Inc.	0.0%	$20.38M	57.94K	+2.5%	▲ Add	2
435	CDC VICTORY PORTFOLIOS II	0.0%	$20.27M	283.73K	-36.2%	▼ Trim	2
436	HIMU Blackrock ETF Trust II -…	0.0%	$20.14M	419.76K	-1.4%	▼ Trim	2
437	RWJ Invesco S&P SmallCap 600…	0.0%	$20.07M	397.51K	+21.3%	▲ Add	2
438	XLG Invesco S&P 500 Top 50 ETF	0.0%	$19.94M	365.62K	-70.2%	▼ Trim	2
439	GSEW GOLDMAN SACHS ETF TR	0.0%	$19.91M	235.16K	+14.2%	▲ Add	2
440	MDT Medtronic plc	0.0%	$19.84M	228.96K	+29.5%	▲ Add	2
441	SCHV Schwab U.S. Large-Cap Value…	0.0%	$19.74M	647.24K	-3.8%	▼ Trim	2
442	VIGI Vanguard International…	0.0%	$19.45M	219.91K	-64.8%	▼ Trim	2
443	SLYG State Street SPDR S&P 600…	0.0%	$19.23M	199.05K	-0.3%	▼ Trim	2
444	VTWO Vanguard Russell 2000 ETF	0.0%	$19.11M	190.79K	+2.6%	▲ Add	2
445	NOW ServiceNow, Inc.	0.0%	$19.11M	182.75K	-64.4%	▼ Trim	2
446	VOX Vanguard Communication…	0.0%	$19.02M	105.77K	+4.6%	▲ Add	2
447	REZ ISHARES TR	0.0%	$18.86M	226.60K	+4.6%	▲ Add	2
448	ARKW ARK ETF TR	0.0%	$18.75M	155.50K	+0.9%	▲ Add	2
449	DUK Duke Energy Corporation	0.0%	$18.73M	143.03K	+6.8%	▲ Add	2
450	DFAT Dimensional - US Targeted…	0.0%	$18.66M	298.82K	+43.5%	▲ Add	2
451	BOND PIMCO Active Bond…	0.0%	$18.59M	201.46K	+60.1%	▲ Add	2
452	FSMD Fidelity Small-Mid…	0.0%	$18.52M	414.02K	+20.7%	▲ Add	2
453	SCHO Schwab Short-Term U.S.…	0.0%	$18.47M	761.20K	-6.3%	▼ Trim	2
454	WFC Wells Fargo & Company	0.0%	$18.38M	230.85K	+5.2%	▲ Add	2
455	MO Altria Group, Inc.	0.0%	$18.10M	274.33K	-0.9%	▼ Trim	2
456	COWG Pacer US Large Cap Cash…	0.0%	$18.06M	535.30K	-21.4%	▼ Trim	2
457	BILS State Street SPDR Bloomberg…	0.0%	$17.99M	180.90K	+31.4%	▲ Add	2
458	CFA VICTORY PORTFOLIOS II	0.0%	$17.95M	196.24K	-18.5%	▼ Trim	2
459	XSHQ INVESCO EXCH TRADED FD TR II	0.0%	$17.91M	424.87K	-12.2%	▼ Trim	2
460	MELI MercadoLibre, Inc.	0.0%	$17.82M	10.31K	+48.6%	▲ Add	2
461	COIN Coinbase Global, Inc.	0.0%	$17.81M	101.99K	+21.2%	▲ Add	2
462	SHV iShares Trust iShares 0-1…	0.0%	$17.72M	160.53K	+4.5%	▲ Add	2
463	LRGF iShares U.S. Equity Factor…	0.0%	$17.59M	266.45K	-4.9%	▼ Trim	2
464	DTCR GLOBAL X FDS	0.0%	$17.53M	731.64K	+37.2%	▲ Add	2
465	FTCS First Trust Capital…	0.0%	$17.49M	188.53K	-38.8%	▼ Trim	2
466	XAR State Street SPDR S&P…	0.0%	$17.32M	68.18K	+37.8%	▲ Add	2
467	JMEE JPMorgan Small & Mid Cap…	0.0%	$17.20M	257.58K	+0.1%	▲ Add	2
468	DIVO Amplify CWP Enhanced…	0.0%	$17.17M	382.80K	+27.5%	▲ Add	2
469	JIVE JPMorgan International…	0.0%	$17.14M	200.18K	+78401.6%	▲ Add	2
470	AVMV AMERICAN CENTY ETF TR	0.0%	$17.12M	230.77K	+4.0%	▲ Add	2
471	ISCF ISHARES TR	0.0%	$17.03M	407.63K	+0.9%	▲ Add	2
472	WELL Welltower Inc.	0.0%	$17.01M	86.06K	+0.3%	▲ Add	2
473	IWV iShares Russell 3000 ETF	0.0%	$16.89M	45.57K	-0.7%	▼ Trim	2
474	CEG Constellation Energy…	0.0%	$16.83M	60.28K	-10.7%	▼ Trim	2
475	QDPL PACER FDS TR	0.0%	$16.75M	417.26K	-21.5%	▼ Trim	2
476	COPX Global X - Copper Miners ETF	0.0%	$16.74M	219.25K	+231.1%	▲ Add	2
477	SPLB SPDR SERIES TRUST	0.0%	$16.69M	751.23K	+7.6%	▲ Add	2
478	ACN Accenture plc	0.0%	$16.39M	82.65K	-7.7%	▼ Trim	2
479	XBI State Street SPDR S&P…	0.0%	$16.34M	127.91K	+10.2%	▲ Add	2
480	PFE Pfizer Inc.	0.0%	$16.26M	579.16K	-2.2%	▼ Trim	2
481	EMB iShares J.P. Morgan USD…	0.0%	$16.17M	172.17K	-23.2%	▼ Trim	2
482	TXN Texas Instruments…	0.0%	$16.12M	83.06K	-7.4%	▼ Trim	2
483	PWRD TCW Transform Systems ETF	0.0%	$15.94M	163.03K	+3190.2%	▲ Add	2
484	GD General Dynamics Corporation	0.0%	$15.73M	45.84K	0.0%	▲ Add	2
485	RWK INVESCO EXCH TRADED FD TR II	0.0%	$15.70M	122.43K	+3.3%	▲ Add	2
486	ADBE Adobe Inc.	0.0%	$15.55M	63.98K	+0.2%	▲ Add	2
487	CDL VICTORY PORTFOLIOS II	0.0%	$15.44M	207.25K	+2.6%	▲ Add	2
488	IBTG iShares iBonds Dec 2026…	0.0%	$15.38M	671.39K	+7.5%	▲ Add	2
489	ACWI iShares MSCI ACWI ETF	0.0%	$15.38M	111.15K	+19.3%	▲ Add	2
490	FLXR TCW Flexible Income ETF	0.0%	$15.27M	388.73K	+17.5%	▲ Add	2
491	VYMI Vanguard International High…	0.0%	$15.23M	161.60K	+1.5%	▲ Add	2
492	LOW Lowe's Companies, Inc.	0.0%	$15.20M	64.34K	-4.6%	▼ Trim	2
493	BX Blackstone Inc.	0.0%	$15.20M	132.18K	-54.3%	▼ Trim	2
494	CSX CSX Corporation	0.0%	$15.20M	370.25K	-10.9%	▼ Trim	2
495	FDX FedEx Corporation	0.0%	$14.93M	41.91K	-0.3%	▼ Trim	2
496	FNDA Schwab Fundamental U.S.…	0.0%	$14.91M	459.66K	+6.7%	▲ Add	2
497	PWR Quanta Services, Inc.	0.0%	$14.87M	27.08K	+27.6%	▲ Add	2
498	EQWL Invesco S&P 100 Equal…	0.0%	$14.79M	128.32K	-16.5%	▼ Trim	2
499	RACE Ferrari N.V.	0.0%	$14.78M	43.68K	+19.5%	▲ Add	2
500	CVE Cenovus Energy Inc.	0.0%	$14.77M	556.59K	-5.4%	▼ Trim	2

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

有価証券	株数	前期	変化	時価	ウェイト
UBND	1.76M	n/a	新規	$38.34M	0.0%
BEDY	163.90K	n/a	新規	$4.45M	0.0%
LDRC	133.71K	n/a	新規	$3.38M	0.0%
IDEQ	44.55K	n/a	新規	$1.41M	0.0%
PNFP Pinnacle Financial…	9.10K	n/a	新規	$783,444	0.0%
SOTK	160.20K	n/a	新規	$650,420	0.0%
OAKM	13.76K	n/a	新規	$379,212	0.0%
MISL	7.80K	n/a	新規	$348,693	0.0%
FIDI	12.08K	n/a	新規	$333,358	0.0%
UCB United Community Banks…	10.20K	n/a	新規	$321,167	0.0%
IWMI	6.68K	n/a	新規	$316,869	0.0%
FJUN	4.87K	n/a	新規	$275,396	0.0%
VBIL	3.31K	n/a	新規	$250,477	0.0%
MSMR	6.96K	n/a	新規	$240,085	0.0%
VRIG Invesco Variable Rate…	8.23K	n/a	新規	$205,999	0.0%
BSCZ	9.54K	n/a	新規	$195,822	0.0%
WTPI	5.71K	n/a	新規	$182,238	0.0%
BUYW	10.82K	n/a	新規	$152,360	0.0%
ASGI	6.44K	n/a	新規	$143,954	0.0%
RYZ Ryerson Holding…	6.00K	n/a	新規	$134,880	0.0%
CTOS Custom Truck One…	20.00K	n/a	新規	$131,400	0.0%
TBLA Taboola.com Ltd.	42.35K	n/a	新規	$131,291	0.0%
DFVX	1.72K	n/a	新規	$127,420	0.0%
XSW	806	n/a	新規	$114,686	0.0%
SNDA	3.46K	n/a	新規	$111,521	0.0%
DIVZ	2.72K	n/a	新規	$101,334	0.0%
RLTY	6.83K	n/a	新規	$99,279	0.0%
EXEL Exelixis, Inc.	2.23K	n/a	新規	$95,858	0.0%
SCHQ	2.79K	n/a	新規	$87,753	0.0%
FFLC	1.70K	n/a	新規	$87,338	0.0%
KLAR Klarna Group plc	6.37K	n/a	新規	$83,318	0.0%
VOYG Voyager Technologies…	3.56K	n/a	新規	$83,268	0.0%
EDF	17.30K	n/a	新規	$82,718	0.0%
EVSD Eaton Vance Short…	1.58K	n/a	新規	$80,383	0.0%
VFMF	518	n/a	新規	$80,329	0.0%
VIDI	2.15K	n/a	新規	$77,809	0.0%
SNEX StoneX Group Inc.	961	n/a	新規	$77,505	0.0%
ORC	10.80K	n/a	新規	$75,917	0.0%
TIPX State Street SPDR…	3.92K	n/a	新規	$75,167	0.0%
GMOI	2.00K	n/a	新規	$72,460	0.0%
JTEK JPMorgan U.S. Tech…	884	n/a	新規	$70,313	0.0%
COMB	2.55K	n/a	新規	$66,897	0.0%
WCEO	2.00K	n/a	新規	$66,570	0.0%
GLV	11.00K	n/a	新規	$65,120	0.0%
XTEN	1.39K	n/a	新規	$63,837	0.0%
IVES	2.25K	n/a	新規	$63,832	0.0%
ZIG	1.60K	n/a	新規	$62,262	0.0%
DOCT	1.38K	n/a	新規	$59,800	0.0%
TBLD	2.68K	n/a	新規	$56,627	0.0%
CET	1.08K	n/a	新規	$53,583	0.0%
FLCH	2.35K	n/a	新規	$52,729	0.0%
VSNT Versant Media Group…	1.40K	n/a	新規	$51,716	0.0%
USPX Franklin U.S. Equity…	895	n/a	新規	$50,899	0.0%
RAA	1.81K	n/a	新規	$49,948	0.0%
INDB Independent Bank Corp.	634	n/a	新規	$47,683	0.0%
FOCT	961	n/a	新規	$45,820	0.0%
SETM	1.35K	n/a	新規	$44,725	0.0%
ZETA Zeta Global Holdings…	2.80K	n/a	新規	$44,576	0.0%
SUNB Sunbelt Rentals…	677	n/a	新規	$44,065	0.0%
QUS	250	n/a	新規	$42,910	0.0%
AMRZ Amrize Ltd	715	n/a	新規	$40,054	0.0%
FTCB First Trust Core…	1.86K	n/a	新規	$39,007	0.0%
KBWP	325	n/a	新規	$38,669	0.0%
LEAD	497	n/a	新規	$38,120	0.0%
SPEU	712	n/a	新規	$36,483	0.0%
KORE	3.76K	n/a	新規	$33,951	0.0%
DBA	1.20K	n/a	新規	$32,893	0.0%
CGUI	1.30K	n/a	新規	$32,864	0.0%
PDLB	1.90K	n/a	新規	$31,665	0.0%
GLP Global Partners LP	750	n/a	新規	$31,575	0.0%
FFEB	563	n/a	新規	$31,444	0.0%
DBND	680	n/a	新規	$31,151	0.0%
PJAN	670	n/a	新規	$30,907	0.0%
MMIN	1.30K	n/a	新規	$30,776	0.0%
LEMB	723	n/a	新規	$29,498	0.0%
HOMB Home Bancshares, Inc.	1.06K	n/a	新規	$28,600	0.0%
LAB Standard BioTools Inc.	30.70K	n/a	新規	$28,225	0.0%
MUSI	630	n/a	新規	$27,556	0.0%
AWP	2.46K	n/a	新規	$27,183	0.0%
VPLS	350	n/a	新規	$27,156	0.0%
IDR Idaho Strategic…	800	n/a	新規	$25,696	0.0%
DUSA	500	n/a	新規	$25,370	0.0%
FHTX	5.29K	n/a	新規	$25,310	0.0%
FFIC	1.64K	n/a	新規	$25,144	0.0%
IQI	2.56K	n/a	新規	$24,598	0.0%
SEZL Sezzle Inc.	375	n/a	新規	$23,734	0.0%
NCA	2.50K	n/a	新規	$23,450	0.0%
PNI	3.34K	n/a	新規	$22,893	0.0%
JOET	556	n/a	新規	$22,257	0.0%
SCIO	1.05K	n/a	新規	$21,631	0.0%
EBC Eastern Bankshares, Inc.	1.10K	n/a	新規	$21,516	0.0%
TFPM Triple Flag Precious…	616	n/a	新規	$21,381	0.0%
MGYR	1.22K	n/a	新規	$21,136	0.0%
MPB Mid Penn Bancorp, Inc.	639	n/a	新規	$20,550	0.0%
BIDD	716	n/a	新規	$20,356	0.0%
HEEM	550	n/a	新規	$20,306	0.0%
SBI	2.64K	n/a	新規	$20,268	0.0%
SUSB	800	n/a	新規	$20,052	0.0%
EQIN	405	n/a	新規	$19,905	0.0%
HAP	273	n/a	新規	$19,784	0.0%
BUFS	853	n/a	新規	$19,670	0.0%
SPXT	190	n/a	新規	$19,249	0.0%
DFIP	450	n/a	新規	$18,774	0.0%
GSJY	385	n/a	新規	$18,734	0.0%
BLCR iShares Large Cap Core…	445	n/a	新規	$18,272	0.0%
SIGI Selective Insurance…	242	n/a	新規	$18,244	0.0%
OXSQ	10.28K	n/a	新規	$18,189	0.0%
QUBT Quantum Computing, Inc.	2.54K	n/a	新規	$17,433	0.0%
CGHY	691	n/a	新規	$17,313	0.0%
CRAK	329	n/a	新規	$16,252	0.0%
VKI	1.86K	n/a	新規	$16,151	0.0%
TWST Twist Bioscience…	327	n/a	新規	$15,539	0.0%
PXE	393	n/a	新規	$15,406	0.0%
HAPI	385	n/a	新規	$15,271	0.0%
ETOR eToro Group Ltd.	507	n/a	新規	$15,225	0.0%
SD SandRidge Energy, Inc.	896	n/a	新規	$14,614	0.0%
JCPI JPMorgan Inflation…	300	n/a	新規	$14,514	0.0%
MZTI The Marzetti Company	103	n/a	新規	$14,248	0.0%
PAPR	356	n/a	新規	$14,169	0.0%
ROIV Roivant Sciences Ltd.	511	n/a	新規	$14,155	0.0%

有価証券	株数	前期	変化	時価	ウェイト
IVV iShares Core S&P 500 ETF	34.60M	33.84M	+2.2%	$22.60B	13.9%
BND Vanguard Total Bond…	134.82M	130.90M	+3.0%	$9.93B	6.1%
IJH iShares Core S&P…	128.82M	124.79M	+3.2%	$8.70B	5.4%
SCHF Schwab International…	302.29M	297.75M	+1.5%	$7.48B	4.6%
IJR iShares Core S&P…	43.44M	42.56M	+2.1%	$5.40B	3.3%
RSP Invesco S&P 500 Equal…	27.09M	26.25M	+3.2%	$5.20B	3.2%
FBND Fidelity Total Bond ETF	95.85M	92.44M	+3.7%	$4.37B	2.7%
VWO Vanguard FTSE Emerging…	80.16M	78.22M	+2.5%	$4.33B	2.7%
VEA Vanguard FTSE Developed…	64.15M	61.89M	+3.6%	$4.11B	2.5%
SPY State Street SPDR S&P…	6.11M	5.95M	+2.7%	$3.98B	2.4%
TLT iShares 20+ Year…	44.38M	43.14M	+2.9%	$3.85B	2.4%
IEFA iShares Core MSCI EAFE…	36.34M	35.00M	+3.8%	$3.29B	2.0%
VLUE iShares MSCI USA Value…	23.03M	22.75M	+1.2%	$3.27B	2.0%
IQLT iShares MSCI Intl…	56.74M	55.31M	+2.6%	$2.62B	1.6%
VTEB Vanguard Tax-Exempt…	38.57M	36.65M	+5.2%	$1.92B	1.2%
QQQ Invesco QQQ Trust…	3.18M	3.09M	+2.9%	$1.84B	1.1%
VO Vanguard Morningstar…	6.31M	6.18M	+2.1%	$1.81B	1.1%
VOO Vanguard S&P 500 ETF	2.89M	2.68M	+7.7%	$1.73B	1.1%
DFIV Dimensional -…	31.18M	29.46M	+5.8%	$1.65B	1.0%
IUSB iShares Core Universal…	30.34M	28.62M	+6.0%	$1.40B	0.9%
IEMG iShares Core MSCI…	19.44M	18.34M	+6.0%	$1.36B	0.8%
AGG iShares Core U.S.…	12.96M	12.28M	+5.6%	$1.29B	0.8%
VNQ Vanguard Real Estate ETF	12.83M	11.99M	+7.0%	$1.14B	0.7%
NVDA NVIDIA Corporation	5.80M	5.60M	+3.6%	$1.01B	0.6%
MSFT Microsoft Corporation	2.25M	2.02M	+11.5%	$831.87M	0.5%
MUB iShares National Muni…	8.90M	8.43M	+5.6%	$945.09M	0.6%
GSLC Goldman Sachs…	7.09M	7.08M	+0.1%	$886.65M	0.5%
BIV Vanguard…	12.07M	11.23M	+7.5%	$931.56M	0.6%
QQQM Invesco NASDAQ 100 ETF	3.69M	3.66M	+0.8%	$877.99M	0.5%
SCHX Schwab U.S. Large-Cap…	34.81M	30.98M	+12.3%	$892.52M	0.5%
VTV Vanguard Morningstar…	4.54M	4.09M	+10.9%	$890.75M	0.5%
VV Vanguard Morningstar…	2.84M	2.76M	+2.9%	$849.22M	0.5%
VUG Vanguard Morningstar…	1.78M	1.75M	+1.4%	$775.72M	0.5%
CGDV Capital Group Dividend…	19.81M	18.75M	+5.6%	$842.55M	0.5%
AMZN Amazon.com, Inc.	3.64M	3.51M	+3.7%	$758.56M	0.5%
INTF iShares International…	20.22M	19.07M	+6.0%	$787.79M	0.5%
DYNF iShares U.S. Equity…	13.25M	11.19M	+18.4%	$770.85M	0.5%
VB Vanguard Morningstar…	2.81M	2.75M	+2.4%	$736.78M	0.5%
IVLU iShares MSCI Intl Value…	18.19M	17.20M	+5.7%	$721.65M	0.4%
CGGR Capital Group Growth ETF	12.95M	12.14M	+6.7%	$520.34M	0.3%
MDY State Street SPDR S&P…	864.77K	830.03K	+4.2%	$533.35M	0.3%
IWB iShares Russell 1000 ETF	1.38M	1.32M	+4.4%	$492.09M	0.3%
IEF iShares 7-10 Year…	4.85M	4.61M	+5.2%	$462.97M	0.3%
META Meta Platforms, Inc.	692.60K	671.49K	+3.1%	$396.26M	0.2%
FENI Fidelity Enhanced…	11.63M	9.72M	+19.7%	$432.46M	0.3%
SPYM State Street SPDR…	5.37M	4.10M	+31.1%	$411.12M	0.3%
EMXC iShares MSCI Emerging…	5.14M	4.73M	+8.7%	$404.47M	0.2%
AVEM Avantis Emerging…	4.96M	3.63M	+36.6%	$399.46M	0.2%
FMDE Fidelity Enhanced Mid…	11.04M	9.19M	+20.1%	$396.84M	0.2%
JPM JPMorgan Chase & Co.	1.14M	1.12M	+1.7%	$334.59M	0.2%
SCHM Schwab U.S. Mid-Cap ETF	11.64M	10.93M	+6.5%	$360.33M	0.2%
IOO iShares Global 100 ETF	2.80M	2.78M	+0.8%	$338.91M	0.2%
VIG Vanguard Dividend…	1.59M	1.58M	+0.7%	$341.43M	0.2%
AVGO Broadcom Inc.	1.11M	789.25K	+40.0%	$342.05M	0.2%
GOOG Alphabet Inc.	1.13M	1.06M	+5.9%	$323.34M	0.2%
VT Vanguard Total World…	2.31M	2.31M	+0.1%	$319.84M	0.2%
AVDE Avantis International…	3.54M	3.16M	+11.9%	$300.34M	0.2%
FNDF Schwab Fundamental…	6.12M	6.03M	+1.4%	$299.46M	0.2%
VFLO VictoryShares Free Cash…	7.57M	7.40M	+2.3%	$298.99M	0.2%
AVUV Avantis U.S. Small Cap…	2.39M	2.31M	+3.5%	$264.35M	0.2%
VTI Vanguard Morningstar…	817.44K	761.49K	+7.3%	$262.24M	0.2%
PVAL Putnam Focused Large…	5.49M	4.60M	+19.3%	$254.78M	0.2%
TFI State Street SPDR…	5.57M	5.34M	+4.3%	$252.70M	0.2%
LLY Eli Lilly and Company	242.65K	234.47K	+3.5%	$223.19M	0.1%
JMUB JPMorgan Municipal ETF	4.77M	4.16M	+14.7%	$238.43M	0.1%
CGMU Capital Group Municipal…	8.76M	7.60M	+15.4%	$237.93M	0.1%
CGXU Capital Group…	7.74M	7.59M	+2.0%	$228.23M	0.1%
RDVY First Trust Rising…	3.11M	2.72M	+14.5%	$212.53M	0.1%
GLD SPDR Gold Shares	488.17K	487.96K	0.0%	$210.05M	0.1%
TSM Taiwan Semiconductor…	573.09K	507.97K	+12.8%	$193.67M	0.1%
VCSH Vanguard Short-Term…	2.44M	2.24M	+8.9%	$193.65M	0.1%
AVLV Avantis U.S. Large Cap…	2.40M	2.04M	+17.9%	$193.57M	0.1%
VOE Vanguard Morningstar…	1.05M	979.35K	+6.8%	$192.71M	0.1%
IWP iShares Russell Mid-Cap…	1.42M	1.40M	+0.8%	$181.36M	0.1%
COST Costco Wholesale…	192.11K	186.44K	+3.0%	$191.42M	0.1%
V Visa Inc.	579.26K	545.09K	+6.3%	$175.08M	0.1%
LVHI Franklin International…	4.37M	3.82M	+14.3%	$176.97M	0.1%
DGRO iShares Core Dividend…	2.49M	2.37M	+5.0%	$174.89M	0.1%
CGUS Capital Group Core…	4.51M	4.32M	+4.4%	$173.40M	0.1%
SPMO Invesco S&P 500…	1.55M	1.38M	+12.3%	$173.40M	0.1%
IDMO Invesco S&P…	3.13M	1.97M	+58.9%	$171.90M	0.1%
XMMO Invesco S&P MidCap…	1.17M	927.63K	+25.6%	$169.03M	0.1%
SCHA Schwab U.S. Small-Cap…	5.80M	5.50M	+5.5%	$168.78M	0.1%
SUB iShares Short-Term…	1.54M	1.39M	+11.1%	$164.28M	0.1%
REET iShares Global REIT ETF	6.46M	6.12M	+5.6%	$162.42M	0.1%
IWM iShares Russell 2000 ETF	640.12K	636.48K	+0.6%	$158.75M	0.1%
ESGU iShares ESG Aware MSCI…	1.07M	1.03M	+4.5%	$151.79M	0.1%
SHM State Street SPDR…	3.06M	2.95M	+3.8%	$146.43M	0.1%
TSLA Tesla, Inc.	330.57K	323.44K	+2.2%	$122.89M	0.1%
JCPB JPMorgan Core Plus Bond…	3.07M	2.84M	+8.3%	$144.66M	0.1%
CGCP Capital Group Core Plus…	6.43M	5.75M	+11.8%	$143.56M	0.1%
FESM Fidelity Enhanced Small…	3.75M	3.23M	+16.1%	$142.49M	0.1%
VPU Vanguard Utilities ETF	713.11K	679.10K	+5.0%	$141.30M	0.1%
CGCB Capital Group Core Bond…	5.37M	3.89M	+38.2%	$141.13M	0.1%
SPYG State Street SPDR…	1.39M	1.26M	+9.9%	$136.04M	0.1%
ICF iShares Select U.S.…	2.18M	2.15M	+1.2%	$134.66M	0.1%
AMD Advanced Micro Devices…	639.47K	597.97K	+6.9%	$130.09M	0.1%
MA Mastercard Incorporated	257.28K	218.90K	+17.5%	$128.55M	0.1%
IJT iShares S&P Small-Cap…	880.07K	832.89K	+5.7%	$127.36M	0.1%
BSV Vanguard Short-Term…	1.61M	1.51M	+6.3%	$125.88M	0.1%
JHMM John Hancock…	1.87M	1.65M	+13.2%	$125.72M	0.1%
XMHQ Invesco S&P MidCap…	1.20M	1.17M	+2.9%	$124.27M	0.1%
SHY iShares 1-3 Year…	1.48M	1.29M	+14.8%	$122.33M	0.1%
SPYV State Street SPDR…	2.16M	2.10M	+2.9%	$122.10M	0.1%
SPDW State Street SPDR…	2.67M	2.54M	+4.8%	$121.72M	0.1%
XONA.DE Exxon Mobil Corporation	708.65K	655.06K	+8.2%	$120.23M	0.1%
ESGD iShares ESG Aware MSCI…	1.23M	1.20M	+2.8%	$118.06M	0.1%
SGOV iShares 0-3 Month…	1.16M	1.14M	+2.1%	$116.78M	0.1%
IWR iShares Russell Mid-Cap…	1.20M	1.18M	+1.5%	$116.45M	0.1%
ITA iShares U.S. Aerospace…	531.98K	431.35K	+23.3%	$116.37M	0.1%
IJK iShares S&P Mid-Cap 400…	1.11M	1.09M	+2.2%	$111.69M	0.1%
WMT Walmart Inc.	895.36K	840.60K	+6.5%	$111.28M	0.1%
CRM Salesforce, Inc.	424.88K	420.04K	+1.1%	$79.31M	0.0%
THRO iShares U.S. Thematic…	3.02M	2.63M	+14.6%	$109.21M	0.1%
EAGG iShares ESG Aware U.S.…	2.30M	2.22M	+3.5%	$109.20M	0.1%
EFAV iShares MSCI EAFE Min…	1.20M	1.16M	+3.4%	$109.20M	0.1%
BIL State Street SPDR…	1.18M	1.06M	+12.1%	$108.49M	0.1%
HYD VanEck High Yield Muni…	2.15M	2.04M	+5.2%	$107.58M	0.1%
PG The Procter & Gamble…	743.86K	731.40K	+1.7%	$107.44M	0.1%
FRDM	1.95M	1.58M	+23.1%	$106.30M	0.1%

有価証券	株数	前期	変化	時価	ウェイト
AAPL Apple Inc.	3.67M	3.71M	-0.9%	$932.33M	0.6%
GOOGL Alphabet Inc.	2.26M	2.34M	-3.2%	$650.04M	0.4%
IAU iShares Gold Trust	6.45M	6.60M	-2.2%	$568.62M	0.3%
COWZ Pacer US Cash Cows 100…	7.64M	7.98M	-4.2%	$478.18M	0.3%
VGT Vanguard Information…	624.52K	632.52K	-1.3%	$435.74M	0.3%
SCHD Schwab U.S. Dividend…	13.73M	14.05M	-2.2%	$421.38M	0.3%
QUAL iShares MSCI USA…	1.90M	1.99M	-4.4%	$364.62M	0.2%
CGGO Capital Group Global…	10.86M	11.05M	-1.8%	$362.38M	0.2%
DBEF Xtrackers MSCI EAFE…	7.57M	7.76M	-2.4%	$374.07M	0.2%
SCHG Schwab U.S. Large-Cap…	10.15M	10.57M	-4.0%	$295.57M	0.2%
IWF iShares Russell 1000…	666.27K	666.56K	0.0%	$284.10M	0.2%
EZU iShares MSCI Eurozone…	4.12M	4.33M	-4.9%	$257.93M	0.2%
VOT Vanguard Morningstar…	871.78K	902.24K	-3.4%	$224.35M	0.1%
EFA iShares MSCI EAFE ETF	2.46M	2.50M	-1.7%	$238.58M	0.1%
BRK-B Berkshire Hathaway Inc.	441.80K	447.41K	-1.2%	$211.71M	0.1%
IVW iShares S&P 500 Growth…	1.65M	1.70M	-2.6%	$187.03M	0.1%
SMH VanEck Semiconductor ETF	535.28K	548.02K	-2.3%	$205.23M	0.1%
JPST JPMorgan Ultra-Short…	3.40M	4.01M	-15.2%	$172.20M	0.1%
JMST JPMorgan Ultra-Short…	3.88M	3.97M	-2.5%	$197.59M	0.1%
WT WisdomTree, Inc.	3.10M	3.27M	-5.2%	$186.68M	0.1%
ITM VanEck Intermediate…	3.93M	4.24M	-7.2%	$182.56M	0.1%
SPHQ Invesco S&P 500 Quality…	2.09M	2.31M	-9.4%	$157.25M	0.1%
JEPI JPMorgan Equity Premium…	2.64M	3.00M	-12.1%	$149.62M	0.1%
SPEM State Street SPDR…	3.46M	3.51M	-1.4%	$162.28M	0.1%
SCHH Schwab U.S. REIT ETF	7.57M	7.65M	-1.0%	$162.69M	0.1%
USMV iShares MSCI USA Min…	1.52M	1.68M	-9.2%	$141.08M	0.1%
AMAT Applied Materials, Inc.	454.67K	494.00K	-8.0%	$155.40M	0.1%
OEF iShares S&P 100 ETF	272.50K	440.76K	-38.2%	$86.67M	0.1%
HEFA iShares Currency Hedged…	3.45M	3.55M	-2.8%	$146.81M	0.1%
EFV iShares MSCI EAFE Value…	1.78M	2.02M	-11.8%	$132.27M	0.1%
CVX Chevron Corporation	644.50K	683.78K	-5.7%	$133.35M	0.1%
HD The Home Depot, Inc.	318.11K	385.33K	-17.4%	$104.62M	0.1%
LRCX Lam Research Corporation	610.89K	715.26K	-14.6%	$130.52M	0.1%
CAT Caterpillar Inc.	176.92K	194.89K	-9.2%	$125.34M	0.1%
SPMD State Street SPDR…	1.95M	1.96M	-0.5%	$115.39M	0.1%
DIA State Street SPDR Dow…	234.17K	238.34K	-1.8%	$108.46M	0.1%
SCHE Schwab Emerging Markets…	3.37M	3.46M	-2.7%	$111.10M	0.1%
GCOW Pacer Global Cash Cows…	2.40M	2.47M	-3.1%	$110.88M	0.1%
RTX RTX Corporation	552.87K	598.64K	-7.7%	$106.65M	0.1%
USRT iShares Core U.S. REIT…	1.82M	1.84M	-1.2%	$107.71M	0.1%
CRWD CrowdStrike Holdings…	117.89K	216.29K	-45.5%	$46.03M	0.0%
KLAC KLA Corporation	68.80K	77.42K	-11.1%	$101.30M	0.1%
ARTY iShares Future AI &…	1.39M	2.09M	-33.6%	$64.74M	0.0%
GS The Goldman Sachs…	92.89K	110.63K	-16.0%	$78.58M	0.0%
MGK Vanguard Morningstar…	173.96K	231.45K	-24.8%	$63.92M	0.0%
TCHP T. Rowe Price Blue Chip…	1.82M	1.82M	-0.1%	$80.45M	0.1%
C Citigroup Inc.	748.07K	761.79K	-1.8%	$84.84M	0.1%
PAVE Global X - U.S.…	1.74M	1.83M	-4.9%	$88.31M	0.1%
JQUA JPMorgan U.S. Quality…	1.26M	1.37M	-8.2%	$77.41M	0.0%
HTRB Hartford Total Return…	2.44M	2.53M	-3.6%	$82.31M	0.1%
FCOM	1.04M	1.17M	-11.1%	$71.04M	0.0%
BDYN iShares Dynamic Equity…	3.18M	3.35M	-5.0%	$77.43M	0.0%
VHT Vanguard Health Care ETF	253.66K	294.05K	-13.7%	$69.08M	0.0%
IEI iShares 3-7 Year…	675.35K	708.23K	-4.6%	$80.10M	0.0%
VCR Vanguard Consumer…	183.46K	206.67K	-11.2%	$65.87M	0.0%
NOW ServiceNow, Inc.	182.75K	512.75K	-64.4%	$19.11M	0.0%
ANET Arista Networks, Inc.	541.24K	576.99K	-6.2%	$66.45M	0.0%
XLG Invesco S&P 500 Top 50…	365.62K	1.23M	-70.2%	$19.94M	0.0%
CALF Pacer US Small Cap Cash…	1.31M	1.60M	-17.9%	$58.78M	0.0%
TLH iShares 10-20 Year…	521.19K	694.64K	-25.0%	$52.49M	0.0%
IYH iShares U.S. Healthcare…	1.00M	1.05M	-4.2%	$61.84M	0.0%
SOXX iShares Semiconductor…	206.14K	217.58K	-5.3%	$67.75M	0.0%
IMCG iShares Morningstar…	827.37K	841.44K	-1.7%	$65.17M	0.0%
BPRE	3.41M	4.29M	-20.4%	$56.67M	0.0%
VLO Valero Energy…	256.56K	293.66K	-12.6%	$63.39M	0.0%
FDVV Fidelity High Dividend…	927.21K	1.09M	-14.8%	$51.22M	0.0%
IVE iShares S&P 500 Value…	275.58K	290.21K	-5.0%	$58.19M	0.0%
EMR Emerson Electric Co.	457.27K	459.79K	-0.6%	$59.91M	0.0%
KO The Coca-Cola Company	484.19K	869.51K	-44.3%	$36.82M	0.0%
DKNG DraftKings Inc.	97.31K	1.74M	-94.4%	$2.10M	0.0%
DELL Dell Technologies Inc.	351.55K	467.55K	-24.8%	$57.70M	0.0%
VIGI Vanguard International…	219.91K	625.05K	-64.8%	$19.45M	0.0%
HUBB Hubbell Incorporated	82.57K	126.60K	-34.8%	$40.52M	0.0%
LHX L3Harris Technologies…	156.81K	187.44K	-16.3%	$54.12M	0.0%
BDVL iShares Disciplined…	2.00M	2.21M	-9.6%	$49.26M	0.0%
GBIL Goldman Sachs Access…	418.30K	544.52K	-23.2%	$41.91M	0.0%
FLQM Franklin U.S. Mid Cap…	912.53K	965.92K	-5.5%	$50.13M	0.0%
MOAT VanEck Morningstar Wide…	452.16K	516.69K	-12.5%	$43.72M	0.0%
VFH Vanguard Financials ETF	288.00K	368.51K	-21.9%	$34.79M	0.0%
MTZ MasTec, Inc.	152.68K	189.01K	-19.2%	$49.12M	0.0%
IUSG iShares Core S&P U.S.…	253.46K	288.38K	-12.1%	$39.31M	0.0%
SLV iShares Silver Trust	651.44K	746.40K	-12.7%	$44.39M	0.0%
LPLA LPL Financial Holdings…	14.68K	134.22K	-89.1%	$4.41M	0.0%
GLTR abrdn Physical Precious…	206.48K	232.09K	-11.0%	$45.16M	0.0%
D Dominion Energy, Inc.	110.66K	811.38K	-86.4%	$6.84M	0.0%
ZS Zscaler, Inc.	15.58K	210.78K	-92.6%	$2.19M	0.0%
PDBC Invesco Optimum Yield…	2.69M	3.15M	-14.6%	$46.57M	0.0%
BX Blackstone Inc.	132.18K	289.03K	-54.3%	$15.20M	0.0%
INTU Intuit Inc.	26.80K	67.21K	-60.1%	$11.59M	0.0%
IJS iShares S&P Small-Cap…	375.66K	382.22K	-1.7%	$44.50M	0.0%
PZA Invesco National…	1.76M	1.88M	-6.2%	$40.46M	0.0%
FELC Fidelity Enhanced Large…	1.08M	1.13M	-4.7%	$39.11M	0.0%
DOV Dover Corporation	18.85K	219.44K	-91.4%	$3.93M	0.0%
SPGP Invesco S&P 500 GARP ETF	369.40K	374.15K	-1.3%	$39.76M	0.0%
KEYS Keysight Technologies…	147.76K	179.74K	-17.8%	$41.72M	0.0%
DFAS Dimensional - US Small…	491.17K	587.00K	-16.3%	$34.94M	0.0%
BKLC BNY Mellon US Large Cap…	289.33K	308.00K	-6.1%	$36.11M	0.0%
IUSV iShares Core S&P U.S.…	246.63K	387.31K	-36.3%	$25.22M	0.0%
GLDM SPDR Gold MiniShares…	423.36K	455.04K	-7.0%	$39.24M	0.0%
VDE Vanguard Energy ETF	223.78K	277.00K	-19.2%	$38.72M	0.0%
VGSH Vanguard Short-Term…	601.99K	622.02K	-3.2%	$35.24M	0.0%
GEV GE Vernova Inc.	41.57K	41.99K	-1.0%	$36.29M	0.0%
DECK Deckers Outdoor…	69.86K	348.72K	-80.0%	$6.99M	0.0%
GDX VanEck Gold Miners ETF	387.81K	398.66K	-2.7%	$35.59M	0.0%
IYK	466.77K	531.45K	-12.2%	$32.69M	0.0%
JIRE JPMorgan International…	292.89K	471.99K	-38.0%	$22.18M	0.0%
TTD The Trade Desk, Inc.	32.06K	929.68K	-96.5%	$727,418	0.0%
HDV iShares Core High…	258.97K	278.35K	-7.0%	$35.15M	0.0%
TOST Toast, Inc.	3.60K	985.65K	-99.6%	$95,330	0.0%
ABT Abbott Laboratories	248.24K	265.71K	-6.6%	$25.49M	0.0%
DIS The Walt Disney Company	287.98K	289.89K	-0.7%	$27.76M	0.0%
PFF iShares Preferred and…	1.04M	1.04M	-0.2%	$31.61M	0.0%
PHYS Sprott Physical Gold…	799.58K	979.42K	-18.4%	$28.34M	0.0%
GSIE Goldman Sachs…	730.51K	733.45K	-0.4%	$31.51M	0.0%
SE Sea Limited	28.75K	233.40K	-87.7%	$2.38M	0.0%
CGDG Capital Group Dividend…	799.29K	832.69K	-4.0%	$28.69M	0.0%
UBER Uber Technologies, Inc.	331.96K	361.84K	-8.3%	$23.88M	0.0%
PPA Invesco Aerospace &…	144.23K	187.45K	-23.1%	$23.90M	0.0%
CDC	283.73K	444.51K	-36.2%	$20.27M	0.0%
FTCS First Trust Capital…	188.53K	308.14K	-38.8%	$17.49M	0.0%

有価証券	株数	前期	変化	時価	ウェイト
CYBR CyberArk Software Ltd.	n/a	23.52K	退出	$10.49M	0.0%
AQEC	n/a	55.51K	退出	$1.44M	0.0%
AHCO AdaptHealth Corp.	n/a	73.65K	退出	$733,574	0.0%
CADE Cadence Bank	n/a	16.27K	退出	$697,178	0.0%
MYD	n/a	57.71K	退出	$605,418	0.0%
EXAS Exact Sciences…	n/a	5.44K	退出	$552,029	0.0%
BXMX	n/a	36.89K	退出	$542,310	0.0%
TRST TrustCo Bank Corp NY	n/a	12.01K	退出	$496,374	0.0%
BKN	n/a	30.03K	退出	$336,325	0.0%
PD PagerDuty, Inc.	n/a	20.86K	退出	$273,514	0.0%
DIAX	n/a	15.08K	退出	$230,116	0.0%
BL BlackLine, Inc.	n/a	4.15K	退出	$229,509	0.0%
CMA Comerica Incorporated	n/a	2.61K	退出	$226,627	0.0%
BLE	n/a	21.66K	退出	$226,128	0.0%
BTA	n/a	23.32K	退出	$216,400	0.0%
CBC Central Bancompany	n/a	8.70K	退出	$209,844	0.0%
SNV Synovus Financial Corp.	n/a	3.42K	退出	$170,987	0.0%
GO Grocery Outlet Holding…	n/a	15.93K	退出	$160,923	0.0%
TEFOF	n/a	38.58K	退出	$156,253	0.0%
ZEUS	n/a	3.56K	退出	$152,400	0.0%
EGY	n/a	40.36K	退出	$146,918	0.0%
DGCB	n/a	2.43K	退出	$131,635	0.0%
REVG REV Group, Inc.	n/a	2.11K	退出	$128,431	0.0%
VCRM	n/a	1.44K	退出	$108,670	0.0%
MOFG	n/a	2.57K	退出	$98,868	0.0%
SUN Sunoco LP	n/a	1.81K	退出	$95,072	0.0%
WOMN	n/a	2.25K	退出	$93,327	0.0%
ADT ADT Inc.	n/a	10.33K	退出	$83,387	0.0%
SPRX	n/a	2.00K	退出	$76,999	0.0%
SMTH ALPS Funds Smith Core…	n/a	2.94K	退出	$76,672	0.0%
BXSL Blackstone Secured…	n/a	2.67K	退出	$70,354	0.0%
LIEN	n/a	6.15K	退出	$63,488	0.0%
MGNR	n/a	1.41K	退出	$62,225	0.0%
DENN	n/a	10.00K	退出	$62,200	0.0%
DCOR	n/a	825	退出	$60,745	0.0%
WIW	n/a	6.54K	退出	$56,222	0.0%
WEYS	n/a	1.80K	退出	$55,062	0.0%
GERN Geron Corporation	n/a	40.00K	退出	$52,800	0.0%
PMT PennyMac Mortgage…	n/a	50.00K	退出	$49,825	0.0%
BCD	n/a	1.57K	退出	$48,607	0.0%
BFIN	n/a	3.92K	退出	$47,064	0.0%
GLXY Galaxy Digital	n/a	2.05K	退出	$45,838	0.0%
DFGP	n/a	807	退出	$43,634	0.0%
PNNT	n/a	7.29K	退出	$43,425	0.0%
FVRR	n/a	2.19K	退出	$43,196	0.0%
DGRE	n/a	1.36K	退出	$42,674	0.0%
AAOI Applied…	n/a	1.20K	退出	$41,832	0.0%
EOSE Eos Energy Enterprises…	n/a	3.48K	退出	$39,892	0.0%
GDV	n/a	1.24K	退出	$34,546	0.0%
VIV Telefônica Brasil S.A.	n/a	2.82K	退出	$33,462	0.0%
BYM	n/a	2.75K	退出	$30,063	0.0%
DAY Dayforce Inc	n/a	433	退出	$29,946	0.0%
IBCP Independent Bank…	n/a	902	退出	$29,350	0.0%
GSL Global Ship Lease, Inc.	n/a	833	退出	$29,188	0.0%
BUFT	n/a	1.14K	退出	$28,074	0.0%
ARDC	n/a	2.03K	退出	$27,039	0.0%
TNA Direxion Daily Small…	n/a	593	退出	$27,005	0.0%
CCAP	n/a	1.92K	退出	$26,906	0.0%
STOT	n/a	556	退出	$26,264	0.0%
OZ	n/a	400	退出	$26,012	0.0%
HI Hillenbrand, Inc.	n/a	819	退出	$25,994	0.0%
WIA	n/a	3.05K	退出	$25,232	0.0%
LQDA Liquidia Corporation	n/a	731	退出	$25,212	0.0%
PAB	n/a	577	退出	$24,667	0.0%
BRSP BrightSpire Capital…	n/a	4.36K	退出	$24,433	0.0%
SMAX	n/a	900	退出	$24,260	0.0%
DMAX	n/a	900	退出	$24,003	0.0%
BFZ	n/a	2.21K	退出	$23,692	0.0%
BGX	n/a	2.00K	退出	$23,320	0.0%
IGD	n/a	4.05K	退出	$23,155	0.0%
VRDN Viridian Therapeutics…	n/a	740	退出	$23,029	0.0%
MTW The Manitowoc Company…	n/a	1.85K	退出	$22,193	0.0%
ITDC	n/a	638	退出	$21,673	0.0%
ITDB	n/a	650	退出	$21,398	0.0%
FCPI	n/a	397	退出	$19,644	0.0%
TPVG	n/a	3.00K	退出	$19,620	0.0%
FYBR Frontier Communications…	n/a	506	退出	$19,263	0.0%
SLRC	n/a	1.24K	退出	$19,109	0.0%
BFK	n/a	1.90K	退出	$19,057	0.0%
TIPZ	n/a	358	退出	$18,748	0.0%
SKYW SkyWest, Inc.	n/a	180	退出	$18,073	0.0%
ACP	n/a	3.23K	退出	$17,474	0.0%
PRCT PROCEPT BioRobotics…	n/a	539	退出	$16,957	0.0%
LDI	n/a	8.10K	退出	$16,767	0.0%
NQP	n/a	1.41K	退出	$16,753	0.0%
BIB	n/a	204	退出	$16,275	0.0%
GXO GXO Logistics, Inc.	n/a	300	退出	$15,792	0.0%
FTPA	n/a	1.80K	退出	$15,543	0.0%
NUGT	n/a	81	退出	$14,892	0.0%
FIXT	n/a	372	退出	$14,218	0.0%
AXTA Axalta Coating Systems…	n/a	440	退出	$14,216	0.0%
FLIA	n/a	682	退出	$13,763	0.0%
PTA	n/a	700	退出	$13,517	0.0%
DY Dycom Industries, Inc.	n/a	38	退出	$12,840	0.0%
BITW	n/a	210	退出	$12,340	0.0%
EWTX Edgewise Therapeutics…	n/a	489	退出	$12,135	0.0%
AIEQ	n/a	262	退出	$11,828	0.0%
FCT	n/a	1.17K	退出	$11,782	0.0%
QGEN Qiagen N.V.	n/a	249	退出	$11,198	0.0%
PTH	n/a	224	退出	$11,133	0.0%
PJFG	n/a	100	退出	$11,122	0.0%
ASG	n/a	2.04K	退出	$10,828	0.0%
STPZ	n/a	200	退出	$10,732	0.0%
EZA	n/a	150	退出	$10,320	0.0%
BGB	n/a	875	退出	$10,308	0.0%
AVPT AvePoint, Inc.	n/a	734	退出	$10,195	0.0%
GAL	n/a	201	退出	$9,939	0.0%
BUFZ	n/a	372	退出	$9,869	0.0%
VERX Vertex, Inc.	n/a	493	退出	$9,846	0.0%
MQT	n/a	977	退出	$9,819	0.0%
CLSE	n/a	355	退出	$9,702	0.0%
AUGM	n/a	285	退出	$9,699	0.0%
HSCZ	n/a	245	退出	$9,534	0.0%
CHGG Chegg, Inc.	n/a	10.00K	退出	$9,300	0.0%
FFA	n/a	416	退出	$9,160	0.0%
CIVI Civitas Resources, Inc.	n/a	335	退出	$9,075	0.0%
VISN Vistance Networks, Inc.	n/a	500	退出	$9,065	0.0%
HTEC	n/a	250	退出	$8,835	0.0%
FRO Frontline Plc	n/a	399	退出	$8,706	0.0%
ECON	n/a	312	退出	$8,527	0.0%

ポジション保有期間

5330–1 四半期

34692–4 四半期

現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。

類似運用者

運用会社	共通ポジション	銘柄の重複	加重類似度
Marshall Wace	1658	33.1%	0.734	比較 ⇄
Envestnet Asset Management Inc	3290	60.2%	0.7304	比較 ⇄
Creative Planning	3038	59.5%	0.7161	比較 ⇄
Citadel Advisors	2934	40.6%	0.6792	比較 ⇄
Mml Investors Services, Llc	2578	55.5%	0.6563	比較 ⇄
Truist Financial Corp	2339	52.2%	0.6507	比較 ⇄
Wealth Enhancement Advisory Services…	2891	57.9%	0.604	比較 ⇄
Cetera Investment Advisers	3329	61.2%	0.5724	比較 ⇄

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

ファイリング記録

Aug 12 2026 13F-HR · 期間 Q2 2026

$187.22B · 4,085 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

May 07 2026 13F-HR · 期間 Q1 2026

$162.43B · 4,113 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Feb 10 2026 13F-HR/A · 期間 Q4 2025

$158.12B · 4,007 保有銘柄件数 · 修正申告 (restatement) · SECオリジナル提出書類を表示 ↗

Feb 05 2026 13F-HR · 期間 Q4 2025

$158.12B · 3,869 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Nov 14 2025 13F-HR · 期間 Q3 2025

$150.02B · 3,789 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Aug 13 2025 13F-HR · 期間 Q2 2025

$137.19B · 3,653 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。報告期間: Q1 2026 · 最新フィリング Aug 12, 2026 · 変化の算出方法

☆ Northwestern Mutual Wealth Management Co

Northwestern Mutual Wealth Management Co