Hồ sơ lưu nhà quản lý

Us Bancorp \De\

Minneapolis, MN · CIK 36104 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$91.58BGiá trị 13F được báo cáo

8,256Vị thế

34.8%Tỷ trọng top 10

58.30Danh mục nắm giữ hiệu lực

4.5%Doanh thu ước tính

+229Mới

−228Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 58.4% (-1.1pp)

Công nghệ 15.3% (+2.3pp)

Chăm sóc sức khỏe 5.7% (+0.0pp)

Công nghiệp 5.5% (+0.1pp)

Dịch vụ Truyền thông 4.2% (+0.1pp)

Hàng tiêu dùng chu kỳ 3.5% (-0.2pp)

Hàng tiêu dùng thiết yếu 3.1% (-0.5pp)

Năng lượng 2.0% (-0.6pp)

Vật liệu Cơ bản 1.0% (+0.0pp)

Tiện ích 0.8% (+0.0pp)

Bất động sản 0.5% (+0.0pp)

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q2 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	SCHX Schwab U.S. Large-Cap ETF	5.5%	$5.07B	172.22M	+18.7%	▲ Add	3+
2	IVV iShares Core S&P 500 ETF	5.4%	$4.93B	6.58M	+13.1%	▲ Add	3+
3	AGG iShares Core U.S. Aggregate…	4.3%	$3.91B	39.48M	-7.2%	▼ Trim	3+
4	IEFA iShares Core MSCI EAFE ETF	3.8%	$3.48B	35.99M	+0.9%	▲ Add	3+
5	SPY State Street SPDR S&P 500…	3.4%	$3.14B	4.20M	+0.9%	▲ Add	3+
6	AAPL Apple Inc.	3.2%	$2.91B	10.06M	-0.7%	▼ Trim	3+
7	IEMG iShares Core MSCI Emerging…	2.6%	$2.41B	29.09M	-1.5%	▼ Trim	3+
8	GOOGL Alphabet Inc.	2.3%	$2.14B	5.98M	+0.4%	▲ Add	3+
9	MSFT Microsoft Corporation	2.2%	$2.06B	5.52M	+1.2%	▲ Add	3+
10	VO Vanguard Morningstar…	2.0%	$1.84B	22.85M	+5.5% ✂	▲ Add	3+
11	NVDA NVIDIA Corporation	1.8%	$1.65B	8.24M	+2.2%	▲ Add	3+
12	LLY Eli Lilly and Company	1.8%	$1.62B	1.35M	-0.2%	▼ Trim	3+
13	AMZN Amazon.com, Inc.	1.6%	$1.43B	5.99M	+1.7%	▲ Add	3+
14	IWR iShares Russell Mid-Cap ETF	1.5%	$1.41B	12.78M	-1.1%	▼ Trim	3+
15	JPM JPMorgan Chase & Co.	1.2%	$1.14B	3.49M	-0.9%	▼ Trim	3+
16	IXUS iShares Core MSCI Total…	1.2%	$1.11B	11.65M	+19.4%	▲ Add	3+
17	EFV iShares MSCI EAFE Value ETF	1.2%	$1.08B	14.14M	+1.2%	▲ Add	3+
18	QQQ Invesco QQQ Trust, Series 1	1.0%	$953.79M	1.30M	-2.3%	▼ Trim	3+
19	MU Micron Technology, Inc.	1.0%	$887.48M	768.86K	-10.2%	▼ Trim	3+
20	SCHH Schwab U.S. REIT ETF	0.9%	$813.05M	34.33M	+1.9%	▲ Add	3+
21	VTI Vanguard Morningstar Total…	0.8%	$752.15M	2.03M	-3.9%	▼ Trim	3+
22	VEA Vanguard FTSE Developed…	0.8%	$741.83M	10.41M	-9.7%	▼ Trim	3+
23	EFA iShares MSCI EAFE ETF	0.8%	$736.66M	7.09M	-0.6%	▼ Trim	3+
24	VTWO Vanguard Russell 2000 ETF	0.8%	$716.03M	5.90M	+2.4%	▲ Add	3+
25	IJR iShares Core S&P Small-Cap…	0.8%	$702.59M	4.74M	-2.5%	▼ Trim	3+
26	MDY State Street SPDR S&P…	0.7%	$677.89M	963.81K	-0.6%	▼ Trim	3+
27	GOOG Alphabet Inc.	0.7%	$646.73M	1.83M	-0.4%	▼ Trim	3+
28	BRK-A Berkshire Hathaway Inc.	0.7%	$644.76M	861	0.0%	Held	3+
29	AMD Advanced Micro Devices, Inc.	0.7%	$643.07M	1.11M	-1.4%	▼ Trim	3+
30	IWM iShares Russell 2000 ETF	0.7%	$639.75M	2.13M	-38.6%	▼ Trim	3+
31	JNJ Johnson & Johnson	0.7%	$635.00M	2.50M	+0.3%	▲ Add	3+
32	WMT Walmart Inc.	0.7%	$624.86M	5.52M	+0.6%	▲ Add	3+
33	META Meta Platforms, Inc.	0.7%	$622.64M	1.11M	+5.9%	▲ Add	3+
34	BRK-B Berkshire Hathaway Inc.	0.6%	$585.74M	1.17M	+0.1%	▲ Add	3+
35	ABBV AbbVie Inc.	0.6%	$577.62M	2.30M	-1.4%	▼ Trim	3+
36	MUB iShares National Muni Bond…	0.6%	$576.13M	5.35M	+2.3%	▲ Add	3+
37	XLK State Street Technology…	0.6%	$511.00M	2.68M	-2.6%	▼ Trim	3+
38	CAT Caterpillar Inc.	0.6%	$504.65M	473.89K	-1.2%	▼ Trim	3+
39	AVGO Broadcom Inc.	0.5%	$492.89M	1.30M	+3.9%	▲ Add	3+
40	VNQ Vanguard Real Estate ETF	0.5%	$485.09M	5.03M	-8.9%	▼ Trim	3+
41	COST Costco Wholesale Corporation	0.5%	$479.16M	512.21K	-0.1%	▼ Trim	3+
42	IWF iShares Russell 1000 Growth…	0.5%	$476.04M	3.83M	+0.2% ✂	▲ Add	3+
43	PG The Procter & Gamble Company	0.5%	$475.53M	3.24M	-3.8%	▼ Trim	3+
44	PANW Palo Alto Networks, Inc.	0.5%	$468.67M	1.37M	+0.1%	▲ Add	3+
45	HD The Home Depot, Inc.	0.5%	$447.71M	1.27M	-4.1%	▼ Trim	3+
46	XONA.DE Exxon Mobil Corporation	0.5%	$446.25M	3.26M	-1.4%	▼ Trim	3+
47	MA Mastercard Incorporated	0.5%	$439.96M	856.62K	-0.3%	▼ Trim	3+
48	PCAR PACCAR Inc	0.5%	$433.28M	3.61M	+0.1%	▲ Add	3+
49	CSCO Cisco Systems, Inc.	0.5%	$430.59M	3.67M	-1.1%	▼ Trim	3+
50	UNH UnitedHealth Group…	0.5%	$424.61M	1.02M	+0.9%	▲ Add	3+
51	AMAT Applied Materials, Inc.	0.5%	$412.40M	570.38K	+0.1%	▲ Add	3+
52	BAC Bank of America Corporation	0.4%	$402.96M	7.07M	+0.6%	▲ Add	3+
53	USB U.S. Bancorp	0.4%	$400.83M	6.64M	-4.6%	▼ Trim	3+
54	SCHF Schwab International Equity…	0.4%	$400.10M	14.44M	+14.4%	▲ Add	3+
55	IJH iShares Core S&P Mid-Cap ETF	0.4%	$398.35M	5.17M	+1.8%	▲ Add	3+
56	MPC Marathon Petroleum…	0.4%	$382.59M	1.50M	-3.4%	▼ Trim	3+
57	VWO Vanguard FTSE Emerging…	0.4%	$379.56M	6.36M	-0.1%	▼ Trim	3+
58	MMM 3M Company	0.4%	$357.79M	2.21M	-0.2%	▼ Trim	3+
59	IWB iShares Russell 1000 ETF	0.4%	$350.81M	856.68K	-4.0%	▼ Trim	3+
60	CVX Chevron Corporation	0.4%	$339.85M	2.05M	-1.6%	▼ Trim	3+
61	KO The Coca-Cola Company	0.4%	$335.62M	4.13M	-0.5%	▼ Trim	3+
62	IWS iShares Russell Mid-Cap…	0.4%	$326.74M	1.99M	-2.4%	▼ Trim	3+
63	V Visa Inc.	0.3%	$311.25M	907.18K	-0.3%	▼ Trim	3+
64	GLD SPDR Gold Shares	0.3%	$298.40M	810.02K	-2.5%	▼ Trim	3+
65	ECL Ecolab Inc.	0.3%	$287.36M	1.03M	-3.1%	▼ Trim	3+
66	INTC Intel Corp.	0.3%	$279.61M	2.00M	-2.6%	▼ Trim	3+
67	VOO Vanguard S&P 500 ETF	0.3%	$275.24M	400.72K	-64.4%	▼ Trim	3+
68	EMR Emerson Electric Co.	0.3%	$271.49M	1.90M	-2.2%	▼ Trim	3+
69	IGF iShares Global…	0.3%	$257.42M	3.87M	+28.0%	▲ Add	3+
70	NEE NextEra Energy, Inc.	0.3%	$249.34M	2.84M	+1.0%	▲ Add	3+
71	AMGN Amgen Inc.	0.3%	$240.55M	664.27K	-0.4%	▼ Trim	3+
72	MCD McDonald's Corporation	0.3%	$232.02M	858.36K	-5.7%	▼ Trim	3+
73	EEM iShares MSCI Emerging…	0.3%	$230.82M	3.37M	+1.1%	▲ Add	3+
74	ABT Abbott Laboratories	0.2%	$227.99M	2.51M	-7.2%	▼ Trim	3+
75	ORCL Oracle Corporation	0.2%	$227.08M	1.55M	+0.3%	▲ Add	3+
76	VRT Vertiv Holdings Co	0.2%	$222.08M	663.29K	-2.9%	▼ Trim	3+
77	TXN Texas Instruments…	0.2%	$220.03M	738.19K	+0.2%	▲ Add	3+
78	QCOM QUALCOMM Incorporated	0.2%	$214.13M	1.16M	-1.9%	▼ Trim	3+
79	EMXC iShares MSCI Emerging…	0.2%	$212.13M	2.07M	+6.7%	▲ Add	3+
80	SCHW The Charles Schwab…	0.2%	$211.22M	2.29M	0.0%	▼ Trim	3+
81	PEP PepsiCo, Inc.	0.2%	$208.34M	1.54M	-3.0%	▼ Trim	3+
82	WFC Wells Fargo & Company	0.2%	$205.52M	2.49M	-0.9%	▼ Trim	3+
83	MRK Merck & Co., Inc.	0.2%	$200.63M	1.56M	+0.4%	▲ Add	3+
84	UNP Union Pacific Corporation	0.2%	$199.62M	733.89K	-0.5%	▼ Trim	3+
85	ETN Eaton Corporation plc	0.2%	$199.17M	467.39K	+7.0%	▲ Add	3+
86	IWP iShares Russell Mid-Cap…	0.2%	$198.23M	1.35M	-14.5%	▼ Trim	3+
87	EFG iShares MSCI EAFE Growth ETF	0.2%	$193.82M	1.56M	+19.4%	▲ Add	3+
88	IWD iShares Russell 1000 Value…	0.2%	$192.34M	793.38K	-0.9%	▼ Trim	3+
89	CB Chubb Limited	0.2%	$190.48M	559.03K	-1.9%	▼ Trim	3+
90	BLK BlackRock, Inc.	0.2%	$188.15M	195.67K	-2.1%	▼ Trim	3+
91	USRT iShares Core U.S. REIT ETF	0.2%	$185.74M	2.80M	0.0%	▼ Trim	3+
92	VXF Vanguard Extended Market ETF	0.2%	$182.81M	742.51K	-0.4%	▼ Trim	3+
93	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$181.66M	3.59M	+2.8%	▲ Add	3+
94	RTX RTX Corporation	0.2%	$176.51M	930.31K	+0.6%	▲ Add	3+
95	TSLA Tesla, Inc.	0.2%	$174.23M	414.25K	+9.3%	▲ Add	3+
96	GS The Goldman Sachs Group…	0.2%	$174.03M	172.07K	+0.3%	▲ Add	3+
97	TSM Taiwan Semiconductor…	0.2%	$173.72M	363.75K	-0.5%	▼ Trim	3+
98	LRCX Lam Research Corporation	0.2%	$171.02M	394.66K	+1.4%	▲ Add	3+
99	DVY iShares Select Dividend ETF	0.2%	$169.75M	1.09M	-1.6%	▼ Trim	3+
100	TRV The Travelers Companies…	0.2%	$168.03M	509.00K	-1.9%	▼ Trim	3+
101	SPHY State Street SPDR Portfolio…	0.2%	$167.97M	7.17M	+7.0%	▲ Add	3+
102	ADI Analog Devices, Inc.	0.2%	$167.28M	421.19K	-0.9%	▼ Trim	3+
103	AXP American Express Company	0.2%	$166.52M	492.29K	+0.5%	▲ Add	3+
104	LIN Linde plc	0.2%	$165.15M	318.25K	+0.3%	▲ Add	3+
105	KLAC KLA Corporation	0.2%	$164.78M	546.15K	-2.6% ✂	▼ Trim	3+
106	MS Morgan Stanley	0.2%	$151.59M	725.14K	+0.8%	▲ Add	3+
107	VT Vanguard Total World Stock…	0.2%	$148.49M	946.10K	-79.2%	▼ Trim	3+
108	DE Deere & Company	0.2%	$146.03M	230.21K	-0.2%	▼ Trim	3+
109	IBM International Business…	0.2%	$145.76M	518.31K	+0.4%	▲ Add	3+
110	VTV Vanguard Morningstar Value…	0.2%	$143.94M	660.49K	+2.5%	▲ Add	3+
111	CHRW C.H. Robinson Worldwide…	0.2%	$143.18M	760.23K	+0.1%	▲ Add	3+
112	TGT Target Corporation	0.1%	$135.31M	1.04M	-1.8%	▼ Trim	3+
113	ESGD iShares ESG Aware MSCI EAFE…	0.1%	$132.36M	1.29M	+54.4%	▲ Add	3+
114	APH Amphenol Corporation	0.1%	$128.17M	726.93K	+19.3%	▲ Add	3+
115	AMT American Tower Corporation	0.1%	$127.98M	782.41K	-4.2%	▼ Trim	3+
116	GEV GE Vernova Inc.	0.1%	$126.91M	108.02K	+4.9%	▲ Add	3+
117	NFLX Netflix, Inc.	0.1%	$126.79M	1.78M	+23.6%	▲ Add	3+
118	VEU Vanguard FTSE All-World…	0.1%	$125.28M	1.50M	+1.7%	▲ Add	3+
119	UBER Uber Technologies, Inc.	0.1%	$124.16M	1.72M	+12.9%	▲ Add	3+
120	RSP Invesco S&P 500 Equal…	0.1%	$123.84M	582.05K	-3.5%	▼ Trim	3+
121	SCHE Schwab Emerging Markets…	0.1%	$123.83M	3.42M	-6.3%	▼ Trim	3+
122	QQQM Invesco NASDAQ 100 ETF	0.1%	$114.28M	377.20K	+5.0%	▲ Add	3+
123	PM Philip Morris International…	0.1%	$114.06M	630.48K	-2.4%	▼ Trim	3+
124	GLW Corning Inc	0.1%	$112.16M	439.09K	-0.3%	▼ Trim	3+
125	SPGI S&P Global Inc.	0.1%	$111.41M	273.55K	-0.8%	▼ Trim	3+
126	GE GE Aerospace	0.1%	$110.11M	294.61K	+1.6%	▲ Add	3+
127	GILD Gilead Sciences, Inc.	0.1%	$107.68M	852.29K	-0.5%	▼ Trim	3+
128	TDG TransDigm Group Incorporated	0.1%	$106.17M	79.71K	-14.6%	▼ Trim	3+
129	LHX L3Harris Technologies, Inc.	0.1%	$104.47M	359.51K	+1.6%	▲ Add	3+
130	ESGE iShares ESG Aware MSCI EM…	0.1%	$104.34M	1.91M	+58.1%	▲ Add	3+
131	DHR Danaher Corporation	0.1%	$103.85M	545.18K	-8.9%	▼ Trim	3+
132	ADP Automatic Data Processing…	0.1%	$103.73M	463.17K	-7.3%	▼ Trim	3+
133	ACN Accenture plc	0.1%	$103.68M	833.13K	-8.7%	▼ Trim	3+
134	TJX The TJX Companies, Inc.	0.1%	$99.64M	657.65K	+1.9%	▲ Add	3+
135	VOE Vanguard Morningstar…	0.1%	$99.62M	504.06K	-0.3%	▼ Trim	3+
136	SCHP Schwab US TIPS ETF	0.1%	$98.37M	3.71M	-6.5%	▼ Trim	3+
137	CINF Cincinnati Financial…	0.1%	$97.22M	525.14K	+21.1%	▲ Add	3+
138	NOW ServiceNow, Inc.	0.1%	$97.08M	977.83K	-3.6%	▼ Trim	3+
139	OKTA Okta, Inc.	0.1%	$96.16M	704.73K	-4.2%	▼ Trim	3+
140	VUG Vanguard Morningstar Growth…	0.1%	$95.46M	1.11M	-1.7% ✂	▼ Trim	3+
141	ASML ASML Holding N.V.	0.1%	$93.27M	46.88K	-0.1%	▼ Trim	3+
142	BKNG Booking Holdings Inc.	0.1%	$92.26M	517.60K	-1.9% ✂	▼ Trim	3+
143	IDV iShares International…	0.1%	$90.94M	2.20M	+3.3%	▲ Add	3+
144	HON Honeywell International Inc.	0.1%	$89.84M	401.24K	+5.0% ✂	▲ Add	3+
145	GLDM SPDR Gold MiniShares Trust	0.1%	$89.29M	1.12M	+5.7%	▲ Add	3+
146	PFE Pfizer Inc.	0.1%	$88.75M	3.69M	-4.6%	▼ Trim	3+
147	HONA Honeywell Aerospace Inc	0.1%	$88.55M	400.52K	Mới	New	1
148	AMLP Alerian MLP ETF	0.1%	$88.37M	1.70M	+4.3%	▲ Add	3+
149	TLT iShares 20+ Year Treasury…	0.1%	$85.42M	988.18K	+3.9%	▲ Add	3+
150	LOW Lowe's Companies, Inc.	0.1%	$84.42M	382.87K	-4.1%	▼ Trim	3+
151	MDT Medtronic plc	0.1%	$84.26M	1.08M	-6.7%	▼ Trim	3+
152	SBUX Starbucks Corporation	0.1%	$82.75M	809.77K	-1.4%	▼ Trim	3+
153	DIS The Walt Disney Company	0.1%	$82.02M	852.11K	-4.1%	▼ Trim	3+
154	TMO Thermo Fisher Scientific…	0.1%	$80.48M	160.52K	-3.4%	▼ Trim	3+
155	IVW iShares S&P 500 Growth ETF	0.1%	$79.60M	578.77K	+0.4%	▲ Add	3+
156	BND Vanguard Total Bond Market…	0.1%	$77.36M	1.05M	+7.0%	▲ Add	3+
157	VIG Vanguard Dividend…	0.1%	$75.96M	321.03K	+0.3%	▲ Add	3+
158	BMY Bristol-Myers Squibb Company	0.1%	$74.42M	1.29M	-2.9%	▼ Trim	3+
159	COP ConocoPhillips	0.1%	$73.06M	702.75K	-0.4%	▼ Trim	3+
160	IGSB iShares 1-5 Year Investment…	0.1%	$72.82M	1.39M	+7.4%	▲ Add	3+
161	C Citigroup Inc.	0.1%	$72.21M	515.92K	+4.8%	▲ Add	3+
162	BA The Boeing Company	0.1%	$71.86M	331.99K	+4.6%	▲ Add	3+
163	CRWD CrowdStrike Holdings, Inc.	0.1%	$71.35M	93.50K	+2.0%	▲ Add	3+
164	PLD Prologis, Inc.	0.1%	$71.05M	524.44K	+0.8%	▲ Add	3+
165	PH Parker-Hannifin Corporation	0.1%	$70.58M	72.16K	+0.6%	▲ Add	3+
166	IGIB iShares 5-10 Year…	0.1%	$70.42M	1.32M	+2.4%	▲ Add	3+
167	GWW W.W. Grainger, Inc.	0.1%	$70.40M	51.75K	-0.6%	▼ Trim	3+
168	TTC The Toro Company	0.1%	$70.23M	720.90K	-0.7%	▼ Trim	3+
169	VBK Vanguard Morningstar…	0.1%	$66.57M	181.98K	-11.7%	▼ Trim	3+
170	VB Vanguard Morningstar…	0.1%	$66.53M	219.47K	+2.9%	▲ Add	3+
171	ITW Illinois Tool Works Inc.	0.1%	$65.04M	240.47K	-3.2%	▼ Trim	3+
172	USMV iShares MSCI USA Min Vol…	0.1%	$65.01M	673.98K	-4.8%	▼ Trim	3+
173	VZ Verizon Communications Inc.	0.1%	$64.67M	1.53M	-2.7%	▼ Trim	3+
174	NOC Northrop Grumman Corporation	0.1%	$64.64M	126.91K	+40.7%	▲ Add	3+
175	XLV State Street Health Care…	0.1%	$64.30M	405.30K	-11.7%	▼ Trim	3+
176	ECG Everus Construction Group…	0.1%	$63.56M	383.04K	-2.4%	▼ Trim	3+
177	IWO iShares Russell 2000 Growth…	0.1%	$63.55M	161.30K	-1.0%	▼ Trim	3+
178	LMT Lockheed Martin Corporation	0.1%	$63.03M	123.73K	0.0%	▲ Add	3+
179	HYG iShares iBoxx $ High Yield…	0.1%	$62.95M	787.17K	+6.0%	▲ Add	3+
180	VOT Vanguard Morningstar…	0.1%	$62.70M	204.63K	+1.3%	▲ Add	3+
181	DELL Dell Technologies Inc.	0.1%	$62.67M	145.26K	+12.4%	▲ Add	3+
182	ISRG Intuitive Surgical, Inc.	0.1%	$62.39M	156.88K	-1.8%	▼ Trim	3+
183	XLY State Street Consumer…	0.1%	$61.79M	526.82K	-1.0%	▼ Trim	3+
184	MELI MercadoLibre, Inc.	0.1%	$61.62M	36.30K	-0.1%	▼ Trim	3+
185	PNC The PNC Financial Services…	0.1%	$61.22M	248.63K	-0.2%	▼ Trim	3+
186	MDLZ Mondelez International, Inc.	0.1%	$60.98M	1.05M	-5.0%	▼ Trim	3+
187	DVN Devon Energy Corporation	0.1%	$60.50M	1.46M	+1536.9%	▲ Add	3+
188	MSI Motorola Solutions, Inc.	0.1%	$60.42M	145.48K	+2.7%	▲ Add	3+
189	MCK McKesson Corporation	0.1%	$59.60M	78.88K	-1.1%	▼ Trim	3+
190	XLF State Street Financial…	0.1%	$59.54M	1.11M	+0.3%	▲ Add	3+
191	PLTR Palantir Technologies Inc.	0.1%	$58.68M	503.00K	-0.1%	▼ Trim	3+
192	SHY iShares 1-3 Year Treasury…	0.1%	$58.16M	708.26K	-7.5%	▼ Trim	3+
193	HSY The Hershey Company	0.1%	$58.00M	330.59K	-18.0%	▼ Trim	3+
194	GIS General Mills, Inc.	0.1%	$57.42M	1.65M	-1.7%	▼ Trim	3+
195	COF Capital One Financial…	0.1%	$56.00M	279.12K	+9.1%	▲ Add	3+
196	BIV Vanguard Intermediate-Term…	0.1%	$55.92M	729.04K	+3.5%	▲ Add	3+
197	SNPS Synopsys, Inc.	0.1%	$55.72M	124.92K	-1.4%	▼ Trim	3+
198	TLN Talen Energy Corporation	0.1%	$55.39M	144.15K	+9.4%	▲ Add	3+
199	NSC Norfolk Southern Corporation	0.1%	$54.97M	174.73K	+2.4%	▲ Add	3+
200	SYK Stryker Corporation	0.1%	$52.54M	166.86K	+0.3%	▲ Add	3+
201	CRM Salesforce, Inc.	0.1%	$52.08M	332.45K	-9.0%	▼ Trim	3+
202	EQIX Equinix, Inc.	0.1%	$52.02M	49.91K	+2.4%	▲ Add	3+
203	CME CME Group Inc.	0.1%	$51.15M	231.63K	-2.7%	▼ Trim	3+
204	CMI Cummins Inc.	0.1%	$49.41M	69.27K	+2.4%	▲ Add	3+
205	SLB Slb N.V.	0.1%	$49.26M	1.06M	-2.0%	▼ Trim	3+
206	SUB iShares Short-Term National…	0.1%	$48.27M	453.38K	-4.9%	▼ Trim	3+
207	ORLY O'Reilly Automotive, Inc.	0.1%	$47.71M	518.10K	-0.4%	▼ Trim	3+
208	CARR Carrier Global Corporation	0.1%	$47.52M	647.90K	+0.8%	▲ Add	3+
209	IVE iShares S&P 500 Value ETF	0.1%	$47.35M	208.54K	+6.1%	▲ Add	3+
210	INTU Intuit Inc.	0.1%	$46.78M	179.24K	-22.4%	▼ Trim	3+
211	VLO Valero Energy Corporation	0.1%	$46.77M	179.60K	-0.7%	▼ Trim	3+
212	ACWX iShares MSCI ACWI ex U.S.…	0.1%	$46.72M	613.80K	-2.5%	▼ Trim	3+
213	WDC Western Digital Corporation	0.1%	$46.33M	72.54K	-22.7%	▼ Trim	3+
214	DSI iShares ESG MSCI KLD 400 ETF	0.1%	$45.94M	322.66K	-0.1%	▼ Trim	3+
215	USHY iShares Broad USD High…	0.1%	$45.81M	1.24M	+21.8%	▲ Add	3+
216	VBR Vanguard Morningstar…	0.1%	$45.70M	187.98K	+6.7%	▲ Add	3+
217	PFF iShares Preferred and…	0.1%	$45.58M	1.49M	-4.7%	▼ Trim	3+
218	SHW The Sherwin-Williams Company	0.0%	$45.11M	131.00K	-1.7%	▼ Trim	3+
219	FDX FedEx Corporation	0.0%	$43.95M	140.35K	-17.9% ✂	▼ Trim	3+
220	DUK Duke Energy Corporation	0.0%	$43.38M	342.69K	-0.7%	▼ Trim	3+
221	XLE State Street Energy Select…	0.0%	$43.24M	814.12K	-4.3%	▼ Trim	3+
222	WM Waste Management, Inc.	0.0%	$43.12M	193.48K	-1.6%	▼ Trim	3+
223	CSX CSX Corporation	0.0%	$42.82M	900.96K	+0.1%	▲ Add	3+
224	LNG Cheniere Energy, Inc.	0.0%	$42.61M	178.30K	-2.1%	▼ Trim	3+
225	NVS Novartis AG	0.0%	$41.09M	262.18K	-2.5%	▼ Trim	3+
226	MRVL Marvell Technology, Inc.	0.0%	$40.89M	137.27K	+3.7%	▲ Add	3+
227	MO Altria Group, Inc.	0.0%	$40.70M	565.62K	-1.4%	▼ Trim	3+
228	UPS United Parcel Service, Inc.	0.0%	$40.64M	378.08K	-3.6%	▼ Trim	3+
229	SO The Southern Company	0.0%	$39.60M	413.75K	+0.9%	▲ Add	3+
230	BKR Baker Hughes Company	0.0%	$39.15M	705.35K	+5.4%	▲ Add	3+
231	FAST Fastenal Company	0.0%	$38.93M	810.61K	-0.4%	▼ Trim	3+
232	IWN iShares Russell 2000 Value…	0.0%	$38.76M	175.23K	-0.3%	▼ Trim	3+
233	SPDW State Street SPDR Portfolio…	0.0%	$38.55M	764.98K	+8.1%	▲ Add	3+
234	PSX Phillips 66	0.0%	$38.37M	227.00K	-1.6%	▼ Trim	3+
235	GD General Dynamics Corporation	0.0%	$38.32M	108.17K	+4.2%	▲ Add	3+
236	XLU State Street Utilities…	0.0%	$37.73M	832.15K	-17.9%	▼ Trim	3+
237	WEC WEC Energy Group, Inc.	0.0%	$37.44M	320.63K	-1.4%	▼ Trim	3+
238	QUAL iShares MSCI USA Quality…	0.0%	$37.33M	170.14K	-6.5%	▼ Trim	3+
239	MAR Marriott International, Inc.	0.0%	$36.91M	99.61K	+1.9%	▲ Add	3+
240	VYM Vanguard High Dividend…	0.0%	$36.77M	232.68K	+1.8%	▲ Add	3+
241	HEFA iShares Currency Hedged…	0.0%	$36.58M	779.57K	-0.2%	▼ Trim	3+
242	T AT&T Inc.	0.0%	$36.32M	1.75M	-6.2%	▼ Trim	3+
243	ROK Rockwell Automation, Inc.	0.0%	$36.30M	73.31K	+2.1%	▲ Add	3+
244	CMCSA Comcast Corporation	0.0%	$36.26M	1.48M	-7.6%	▼ Trim	3+
245	PGR The Progressive Corporation	0.0%	$36.24M	165.90K	+2.0%	▲ Add	3+
246	IYR iShares U.S. Real Estate ETF	0.0%	$35.90M	351.11K	-3.0%	▼ Trim	3+
247	MDU MDU Resources Group, Inc.	0.0%	$35.85M	1.69M	-0.1%	▼ Trim	3+
248	ANET Arista Networks, Inc.	0.0%	$35.51M	209.02K	+13.1%	▲ Add	3+
249	SMMD iShares Russell 2500 ETF	0.0%	$35.05M	382.48K	+0.7%	▲ Add	3+
250	XLI State Street Industrial…	0.0%	$34.78M	187.77K	-0.7%	▼ Trim	3+
251	CTAS Cintas Corporation	0.0%	$34.47M	202.66K	-1.3%	▼ Trim	3+
252	MCHP Microchip Technology…	0.0%	$34.47M	377.93K	+0.6%	▲ Add	3+
253	STX Seagate Technology Holdings…	0.0%	$34.31M	35.55K	+31.1%	▲ Add	3+
254	AMP Ameriprise Financial, Inc.	0.0%	$33.93M	73.95K	-0.9%	▼ Trim	3+
255	KNF Knife River Corporation	0.0%	$33.72M	403.10K	-0.5%	▼ Trim	3+
256	TT Trane Technologies plc	0.0%	$33.24M	67.69K	+6.9%	▲ Add	3+
257	SOLV Solventum Corporation	0.0%	$33.13M	429.42K	-0.1%	▼ Trim	3+
258	RDVY First Trust Rising Dividend…	0.0%	$32.95M	406.39K	+5.5%	▲ Add	3+
259	DLR Digital Realty Trust, Inc.	0.0%	$32.76M	182.43K	-2.4%	▼ Trim	3+
260	APD Air Products and Chemicals…	0.0%	$32.60M	111.20K	-4.8%	▼ Trim	3+
261	EXPD Expeditors International of…	0.0%	$31.99M	196.27K	-4.3%	▼ Trim	3+
262	EW Edwards Lifesciences…	0.0%	$31.98M	353.53K	-0.6%	▼ Trim	3+
263	FTNT Fortinet, Inc.	0.0%	$31.91M	207.72K	+1.0%	▲ Add	3+
264	TMUS T-Mobile US, Inc.	0.0%	$31.39M	187.16K	+0.4%	▲ Add	3+
265	GOVT iShares U.S. Treasury Bond…	0.0%	$30.75M	1.35M	-97.1%	▼ Trim	3+
266	CLS Celestica Inc.	0.0%	$30.57M	83.80K	+27.5%	▲ Add	3+
267	RSG Republic Services, Inc.	0.0%	$29.93M	140.46K	-1.0%	▼ Trim	3+
268	DRI Darden Restaurants, Inc.	0.0%	$28.70M	139.32K	-0.5%	▼ Trim	3+
269	CL Colgate-Palmolive Company	0.0%	$28.52M	311.08K	-3.2%	▼ Trim	3+
270	AEP American Electric Power…	0.0%	$28.48M	208.16K	+0.1%	▲ Add	3+
271	MBB iShares MBS ETF	0.0%	$28.40M	300.47K	-4.1%	▼ Trim	3+
272	WMB The Williams Companies, Inc.	0.0%	$28.28M	380.46K	+2.3%	▲ Add	3+
273	GVI iShares Intermediate…	0.0%	$27.96M	263.58K	-5.8%	▼ Trim	3+
274	TLH iShares 10-20 Year Treasury…	0.0%	$27.80M	277.05K	-43.6%	▼ Trim	3+
275	FLOT iShares Floating Rate Bond…	0.0%	$27.69M	542.45K	+9.7%	▲ Add	3+
276	BNY Bank of New York Mellon Corp	0.0%	$27.38M	189.32K	+1.4%	▲ Add	3+
277	SHEL Shell plc	0.0%	$27.34M	352.58K	-1.2%	▼ Trim	3+
278	GGG Graco Inc.	0.0%	$27.30M	361.11K	-0.5%	▼ Trim	3+
279	IWV iShares Russell 3000 ETF	0.0%	$27.10M	63.55K	-1.6%	▼ Trim	3+
280	CMS CMS Energy Corporation	0.0%	$27.08M	353.97K	-1.9%	▼ Trim	3+
281	AZN AstraZeneca PLC	0.0%	$26.29M	138.62K	-0.3%	▼ Trim	3+
282	NVT nVent Electric plc	0.0%	$26.13M	154.06K	-1.7%	▼ Trim	3+
283	IBDV iShares iBonds Dec 2030…	0.0%	$26.12M	1.20M	+2.7%	▲ Add	3+
284	KMB Kimberly-Clark Corporation	0.0%	$25.93M	236.20K	-2.7%	▼ Trim	3+
285	SPYM State Street SPDR Portfolio…	0.0%	$25.56M	290.91K	+7.2%	▲ Add	3+
286	PWR Quanta Services, Inc.	0.0%	$25.24M	35.05K	+4.2%	▲ Add	3+
287	MP MP Materials Corp.	0.0%	$24.64M	439.83K	+1053.2%	▲ Add	3+
288	EPD Enterprise Products…	0.0%	$24.44M	664.98K	-4.6%	▼ Trim	3+
289	TPL Texas Pacific Land…	0.0%	$24.38M	55.71K	+2.7%	▲ Add	3+
290	IEF iShares 7-10 Year Treasury…	0.0%	$24.17M	255.55K	-7.0%	▼ Trim	3+
291	ALL The Allstate Corporation	0.0%	$24.00M	100.87K	-0.2%	▼ Trim	3+
292	IEI iShares 3-7 Year Treasury…	0.0%	$23.99M	204.27K	-3.3%	▼ Trim	3+
293	CMG Chipotle Mexican Grill, Inc.	0.0%	$23.85M	701.39K	-1.1%	▼ Trim	3+
294	EOG EOG Resources, Inc.	0.0%	$23.73M	182.94K	+8.1%	▲ Add	3+
295	LITE Lumentum Holdings Inc.	0.0%	$23.47M	27.35K	+415.8%	▲ Add	3+
296	CI Cigna Corporation	0.0%	$22.90M	83.05K	+1.2%	▲ Add	3+
297	IBDX ISHARES TR	0.0%	$22.88M	908.16K	+4.6%	▲ Add	3+
298	SNDK Sandisk Corporation	0.0%	$22.75M	10.01K	+3.2%	▲ Add	3+
299	MRSH Marsh & McLennan Companies…	0.0%	$22.44M	134.63K	-1.2%	▼ Trim	3+
300	GEHC GE HealthCare Technologies…	0.0%	$22.25M	347.65K	+0.1%	▲ Add	3+
301	IBDY ISHARES TR	0.0%	$22.24M	863.84K	+7.4%	▲ Add	3+
302	DOV Dover Corporation	0.0%	$21.99M	98.05K	-2.7%	▼ Trim	3+
303	NKE NIKE, Inc.	0.0%	$21.95M	534.80K	-12.2%	▼ Trim	3+
304	CTVA Corteva, Inc.	0.0%	$21.83M	257.76K	-1.3%	▼ Trim	3+
305	FITB Fifth Third Bancorp	0.0%	$21.61M	383.31K	+0.1%	▲ Add	3+
306	AFL Aflac Incorporated	0.0%	$21.39M	182.44K	-0.7%	▼ Trim	3+
307	APP AppLovin Corporation	0.0%	$20.98M	40.71K	+37.7%	▲ Add	3+
308	CVS CVS Health Corp.	0.0%	$20.97M	202.70K	+1.1%	▲ Add	3+
309	DCI Donaldson Company, Inc.	0.0%	$20.65M	229.99K	-1.4%	▼ Trim	3+
310	XEL Xcel Energy Inc.	0.0%	$19.99M	248.97K	-2.4%	▼ Trim	3+
311	URI United Rentals, Inc.	0.0%	$19.67M	17.36K	-0.2%	▼ Trim	3+
312	ENB Enbridge Inc.	0.0%	$19.55M	360.66K	-3.5%	▼ Trim	3+
313	IBDT iShares iBonds Dec 2028…	0.0%	$19.47M	771.07K	+14.9%	▲ Add	3+
314	TEL TE Connectivity plc	0.0%	$19.34M	95.94K	-0.9%	▼ Trim	3+
315	IBMP ISHARES TR	0.0%	$18.94M	745.22K	+7.4%	▲ Add	3+
316	IBDS iShares iBonds Dec 2027…	0.0%	$18.79M	775.76K	+10.6%	▲ Add	3+
317	WT WisdomTree, Inc.	0.0%	$18.75M	272.30K	+4.1%	▲ Add	3+
318	SCHG Schwab U.S. Large-Cap…	0.0%	$18.70M	552.46K	-0.1%	▼ Trim	3+
319	SYY Sysco Corporation	0.0%	$18.68M	223.49K	-4.1%	▼ Trim	3+
320	IBMQ ISHARES TR	0.0%	$18.67M	729.69K	+0.9%	▲ Add	3+
321	NEM Newmont Corporation	0.0%	$18.65M	199.66K	+8.0%	▲ Add	3+
322	IBDW iShares iBonds Dec 2031…	0.0%	$18.60M	892.38K	+0.1%	▲ Add	3+
323	UMC United Microelectronics…	0.0%	$18.60M	683.41K	-16.2%	▼ Trim	3+
324	BP BP p.l.c.	0.0%	$18.54M	501.83K	+8.8%	▲ Add	3+
325	BSX Boston Scientific…	0.0%	$18.47M	432.76K	-23.0%	▼ Trim	3+
326	MGK Vanguard Morningstar Mega…	0.0%	$18.29M	207.98K	+0.5% ✂	▲ Add	3+
327	MGV Vanguard Morningstar Mega…	0.0%	$18.25M	111.57K	-0.1%	▼ Trim	3+
328	IAU iShares Gold Trust	0.0%	$18.13M	240.13K	-1.9%	▼ Trim	3+
329	IBIT iShares Bitcoin Trust ETF	0.0%	$17.97M	539.73K	-13.1%	▼ Trim	3+
330	VGT Vanguard Information…	0.0%	$17.84M	149.23K	+5.8% ✂	▲ Add	3+
331	DLTR Dollar Tree, Inc.	0.0%	$17.72M	146.51K	-1.1%	▼ Trim	3+
332	ORI Old Republic International…	0.0%	$17.65M	431.29K	-0.3%	▼ Trim	3+
333	STT State Street Corporation	0.0%	$17.46M	102.97K	+3.1%	▲ Add	3+
334	EA Electronic Arts Inc.	0.0%	$17.37M	84.69K	-4.8%	▼ Trim	3+
335	IBDR iShares iBonds Dec 2026…	0.0%	$17.31M	714.41K	-5.2%	▼ Trim	3+
336	VV Vanguard Morningstar…	0.0%	$17.13M	49.80K	+2.8%	▲ Add	3+
337	OEF iShares S&P 100 ETF	0.0%	$17.10M	46.73K	-2.2%	▼ Trim	3+
338	MPWR Monolithic Power Systems…	0.0%	$17.09M	12.36K	+1.3%	▲ Add	3+
339	ICE Intercontinental Exchange…	0.0%	$16.87M	137.04K	+9.2%	▲ Add	3+
340	CEG Constellation Energy…	0.0%	$16.86M	67.90K	+4.8%	▲ Add	3+
341	IBMO ISHARES TR	0.0%	$16.74M	652.82K	+1.4%	▲ Add	3+
342	IVLU iShares MSCI Intl Value…	0.0%	$16.69M	399.00K	+0.8%	▲ Add	3+
343	TFC Truist Financial Corporation	0.0%	$16.67M	334.52K	-6.5%	▼ Trim	3+
344	ELV Elevance Health Inc.	0.0%	$16.57M	42.84K	-9.8%	▼ Trim	3+
345	IBDU iShares iBonds Dec 2029…	0.0%	$16.56M	715.22K	+4.0%	▲ Add	3+
346	CPRT Copart, Inc.	0.0%	$16.31M	578.59K	-19.4%	▼ Trim	3+
347	AXSM Axsome Therapeutics, Inc.	0.0%	$16.30M	66.58K	-49.3%	▼ Trim	3+
348	AJG Arthur J. Gallagher & Co.	0.0%	$16.17M	70.41K	-2.9%	▼ Trim	3+
349	SPOT Spotify Technology S.A.	0.0%	$15.93M	34.70K	+1.4%	▲ Add	3+
350	BHP BHP Group Limited	0.0%	$15.92M	191.06K	-5.6%	▼ Trim	3+
351	VRTX Vertex Pharmaceuticals…	0.0%	$15.91M	32.02K	+7.5%	▲ Add	3+
352	AIT Applied Industrial…	0.0%	$15.89M	46.99K	-0.2%	▼ Trim	3+
353	XLP State Street Consumer…	0.0%	$15.74M	189.50K	-14.2%	▼ Trim	3+
354	WDAY Workday, Inc.	0.0%	$15.74M	128.57K	+3.3%	▲ Add	3+
355	YUM Yum! Brands, Inc.	0.0%	$15.70M	98.23K	-2.2%	▼ Trim	3+
356	HRL Hormel Foods Corporation	0.0%	$15.66M	631.05K	+22.2%	▲ Add	3+
357	SONY Sony Group Corporation	0.0%	$15.60M	777.55K	+4.7%	▲ Add	3+
358	BX Blackstone Inc.	0.0%	$15.59M	132.51K	+1.3%	▲ Add	3+
359	VOOG Vanguard S&P 500 Growth ETF	0.0%	$15.50M	187.55K	+0.3% ✂	▲ Add	3+
360	SCCO Southern Copper Corporation	0.0%	$15.42M	88.47K	+6.5%	▲ Add	3+
361	ROST Ross Stores, Inc.	0.0%	$15.40M	72.35K	-7.8%	▼ Trim	3+
362	PPG PPG Industries, Inc.	0.0%	$15.27M	125.86K	-1.7%	▼ Trim	3+
363	DHI D.R. Horton, Inc.	0.0%	$15.24M	93.58K	-0.5%	▼ Trim	3+
364	KR The Kroger Co.	0.0%	$15.21M	273.82K	-1.6%	▼ Trim	3+
365	KEYS Keysight Technologies, Inc.	0.0%	$15.10M	43.14K	+1.3%	▲ Add	3+
366	WELL Welltower Inc.	0.0%	$15.07M	66.37K	+5.6%	▲ Add	3+
367	ALB Albemarle Corporation	0.0%	$15.00M	111.12K	-1.2%	▼ Trim	3+
368	HSBC HSBC Holdings plc	0.0%	$14.97M	157.47K	-8.6%	▼ Trim	3+
369	HIG The Hartford Insurance…	0.0%	$14.91M	112.52K	-2.3%	▼ Trim	3+
370	SCHA Schwab U.S. Small-Cap ETF	0.0%	$14.85M	410.91K	+0.1%	▲ Add	3+
371	BBVA Banco Bilbao Vizcaya…	0.0%	$14.64M	584.29K	-7.2%	▼ Trim	3+
372	RY Royal Bank of Canada	0.0%	$14.58M	70.46K	-12.2%	▼ Trim	3+
373	BSV Vanguard Short-Term Bond ETF	0.0%	$14.47M	185.74K	-3.9%	▼ Trim	3+
374	LEN Lennar Corporation	0.0%	$14.41M	159.27K	-0.8%	▼ Trim	3+
375	XYL Xylem Inc.	0.0%	$14.33M	121.21K	-12.1%	▼ Trim	3+
376	NUE Nucor Corporation	0.0%	$14.32M	64.28K	+3.7%	▲ Add	3+
377	Q Qnity Electronics, Inc.	0.0%	$14.31M	87.65K	-5.6%	▼ Trim	3+
378	SDY State Street SPDR S&P…	0.0%	$14.29M	93.89K	+1.3%	▲ Add	3+
379	SRE Sempra	0.0%	$13.95M	150.51K	+2.6%	▲ Add	3+
380	SPG Simon Property Group, Inc.	0.0%	$13.83M	61.82K	+3.7%	▲ Add	3+
381	WSM Williams-Sonoma, Inc.	0.0%	$13.68M	58.71K	+2.1%	▲ Add	3+
382	EBAY eBay Inc.	0.0%	$13.68M	122.37K	+10.8%	▲ Add	3+
383	VXUS Vanguard Total…	0.0%	$13.67M	159.88K	+29.2%	▲ Add	3+
384	SAP SAP SE	0.0%	$13.62M	88.38K	-9.8%	▼ Trim	3+
385	HUBB Hubbell Incorporated	0.0%	$13.51M	25.81K	-2.7%	▼ Trim	3+
386	SOLS Solstice Advanced Materials…	0.0%	$13.37M	150.94K	+2.0%	▲ Add	3+
387	BBY Best Buy Co., Inc.	0.0%	$13.30M	175.30K	-1.5%	▼ Trim	3+
388	BUD Anheuser-Busch InBev SA/NV	0.0%	$13.30M	161.39K	+15.2%	▲ Add	3+
389	NVO Novo Nordisk A/S	0.0%	$13.20M	275.25K	+9.4%	▲ Add	3+
390	PAYX Paychex, Inc.	0.0%	$13.07M	132.95K	-11.8%	▼ Trim	3+
391	CAH Cardinal Health, Inc.	0.0%	$12.98M	54.62K	+2.6%	▲ Add	3+
392	FVD First Trust Value Line…	0.0%	$12.94M	268.51K	+5.2%	▲ Add	3+
393	XLC State Street Communication…	0.0%	$12.85M	119.97K	+3.1%	▲ Add	3+
394	DAL Delta Air Lines, Inc.	0.0%	$12.84M	137.09K	+5.8%	▲ Add	3+
395	SUSA iShares ESG Optimized MSCI…	0.0%	$12.82M	83.07K	+0.7%	▲ Add	3+
396	CDNS Cadence Design Systems, Inc.	0.0%	$12.75M	33.98K	+5.6%	▲ Add	3+
397	SNA Snap-on Incorporated	0.0%	$12.74M	31.66K	+0.8%	▲ Add	3+
398	COR Cencora, Inc.	0.0%	$12.70M	44.89K	-5.1%	▼ Trim	3+
399	SCHO Schwab Short-Term U.S.…	0.0%	$12.56M	520.31K	+6.3%	▲ Add	3+
400	ING ING Groep N.V.	0.0%	$12.54M	399.75K	+43.0%	▲ Add	3+
401	ADBE Adobe Inc.	0.0%	$12.31M	60.04K	-59.0%	▼ Trim	3+
402	WY Weyerhaeuser Company	0.0%	$11.97M	500.19K	-1.3%	▼ Trim	3+
403	SDVY First Trust SMID Cap Rising…	0.0%	$11.95M	277.06K	+7.5%	▲ Add	3+
404	AIRR First Trust RBA American…	0.0%	$11.95M	89.68K	+0.9%	▲ Add	3+
405	FCX Freeport-McMoRan Inc.	0.0%	$11.92M	189.54K	+8.8%	▲ Add	3+
406	VEEV Veeva Systems Inc.	0.0%	$11.84M	66.73K	-47.5%	▼ Trim	3+
407	IJT iShares S&P Small-Cap 600…	0.0%	$11.82M	66.20K	-4.5%	▼ Trim	3+
408	JCI Johnson Controls…	0.0%	$11.77M	80.58K	+7.3%	▲ Add	3+
409	HUM Humana Inc.	0.0%	$11.50M	28.96K	+5.0%	▲ Add	3+
410	MNST Monster Beverage Corporation	0.0%	$11.28M	117.37K	+1.8%	▲ Add	3+
411	NBIS Nebius Group N.V.	0.0%	$11.25M	40.74K	-18.6%	▼ Trim	3+
412	BNDX Vanguard Total…	0.0%	$11.22M	231.64K	+4.7%	▲ Add	3+
413	IJK iShares S&P Mid-Cap 400…	0.0%	$11.18M	95.17K	-6.8%	▼ Trim	3+
414	ROL Rollins, Inc.	0.0%	$11.17M	267.52K	-1.1%	▼ Trim	3+
415	ASX ASE Technology Holding Co.…	0.0%	$11.11M	246.31K	+2.5%	▲ Add	3+
416	SMIG Bahl & Gaynor Small/Mid Cap…	0.0%	$11.11M	338.70K	+10.0%	▲ Add	3+
417	EME EMCOR Group, Inc.	0.0%	$11.04M	13.31K	-0.5%	▼ Trim	3+
418	CHKP Check Point Software…	0.0%	$10.89M	82.85K	-5.3%	▼ Trim	3+
419	AEE Ameren Corporation	0.0%	$10.82M	95.69K	+2.0%	▲ Add	3+
420	IBMR ISHARES TR	0.0%	$10.76M	423.78K	+10.5%	▲ Add	3+
421	TRGP Targa Resources Corp.	0.0%	$10.68M	39.82K	+3.2%	▲ Add	3+
422	RIO Rio Tinto Group	0.0%	$10.67M	112.38K	+0.3%	▲ Add	3+
423	MFC Manulife Financial…	0.0%	$10.67M	263.34K	+21.8%	▲ Add	3+
424	ABNB Airbnb, Inc.	0.0%	$10.64M	74.36K	+1.9%	▲ Add	3+
425	PNR Pentair plc	0.0%	$10.63M	138.72K	+0.2%	▲ Add	3+
426	PSA Public Storage	0.0%	$10.58M	33.23K	+0.3%	▲ Add	3+
427	WWD Woodward, Inc.	0.0%	$10.54M	24.77K	+2.3%	▲ Add	3+
428	CNC Centene Corp.	0.0%	$10.49M	163.34K	-1.3%	▼ Trim	3+
429	SNDR Schneider National, Inc.	0.0%	$10.42M	285.24K	-0.3%	▼ Trim	3+
430	ALAB Astera Labs, Inc. Common…	0.0%	$10.30M	21.33K	+5.0%	▲ Add	3+
431	SGOL abrdn Physical Gold Shares…	0.0%	$10.20M	266.93K	0.0%	Held	3+
432	MCO Moody's Corporation	0.0%	$10.05M	22.19K	-1.7%	▼ Trim	3+
433	FDXF FedEx Freight Holding…	0.0%	$9.98M	66.11K	Mới	New	1
434	IBDZ ISHARES TR	0.0%	$9.95M	382.11K	+9.2%	▲ Add	3+
435	UNM Unum Group	0.0%	$9.91M	110.87K	+5.4%	▲ Add	3+
436	OTIS Otis Worldwide Corporation	0.0%	$9.89M	138.18K	-1.8%	▼ Trim	3+
437	LTH Life Time Group Holdings…	0.0%	$9.89M	242.14K	+483.2%	▲ Add	3+
438	FIX Comfort Systems USA, Inc.	0.0%	$9.85M	4.97K	+8.8%	▲ Add	3+
439	P Everpure, Inc.	0.0%	$9.84M	124.87K	+1.5%	▲ Add	3+
440	IJJ iShares S&P Mid-Cap 400…	0.0%	$9.82M	66.40K	-1.6%	▼ Trim	3+
441	UCON First Trust Smith…	0.0%	$9.76M	392.17K	-5.8%	▼ Trim	3+
442	TECH Bio-Techne Corporation	0.0%	$9.75M	137.97K	-7.4%	▼ Trim	3+
443	EWJ iShares MSCI Japan ETF	0.0%	$9.74M	104.39K	+353.0%	▲ Add	3+
444	DD DuPont de Nemours, Inc.	0.0%	$9.73M	71.76K	-6.7% ✂	▼ Trim	3+
445	SPSB State Street SPDR Portfolio…	0.0%	$9.65M	321.55K	0.0%	▲ Add	3+
446	CLX The Clorox Company	0.0%	$9.64M	100.99K	-4.9%	▼ Trim	3+
447	CBRE CBRE Group, Inc.	0.0%	$9.58M	71.11K	-0.7%	▼ Trim	3+
448	USSG DBX ETF TR	0.0%	$9.52M	137.02K	-1.4%	▼ Trim	3+
449	IGM iShares Expanded Tech…	0.0%	$9.35M	57.16K	-2.1%	▼ Trim	3+
450	AZO AutoZone, Inc.	0.0%	$9.34M	2.92K	-0.3%	▼ Trim	3+
451	RBRK Rubrik, Inc.	0.0%	$9.34M	116.36K	+12.6%	▲ Add	3+
452	HLT Hilton Worldwide Holdings…	0.0%	$9.33M	28.23K	+8.7%	▲ Add	3+
453	ADSK Autodesk, Inc.	0.0%	$9.28M	47.74K	-5.8%	▼ Trim	3+
454	FPE First Trust Preferred…	0.0%	$9.27M	518.22K	+4.1%	▲ Add	3+
455	GM General Motors Company	0.0%	$9.27M	120.22K	+18.3%	▲ Add	3+
456	GSK GSK plc	0.0%	$9.24M	176.22K	-22.9%	▼ Trim	3+
457	AME AMETEK, Inc.	0.0%	$9.19M	38.00K	+25.3%	▲ Add	3+
458	PRU Prudential Financial, Inc.	0.0%	$9.18M	85.08K	-6.3%	▼ Trim	3+
459	RJF Raymond James Financial…	0.0%	$9.16M	60.27K	+3.1%	▲ Add	3+
460	BCS Barclays PLC	0.0%	$9.06M	337.45K	+55.4%	▲ Add	3+
461	OTTR Otter Tail Corporation	0.0%	$9.06M	100.66K	-9.2%	▼ Trim	3+
462	HWM Howmet Aerospace Inc.	0.0%	$9.04M	33.62K	+6.2%	▲ Add	3+
463	ROP Roper Technologies, Inc.	0.0%	$9.00M	26.61K	-21.2%	▼ Trim	3+
464	PJAN INNOVATOR ETFS TRUST	0.0%	$8.99M	181.56K	-43.3%	▼ Trim	3+
465	AIG American International…	0.0%	$8.99M	120.56K	-0.8%	▼ Trim	3+
466	ERIC Telefonaktiebolaget LM…	0.0%	$8.98M	805.80K	-8.1%	▼ Trim	3+
467	SAN Banco Santander, S.A.	0.0%	$8.92M	646.25K	-4.1%	▼ Trim	3+
468	HCA HCA Healthcare, Inc.	0.0%	$8.76M	22.47K	+5.8%	▲ Add	3+
469	MTUM iShares MSCI USA Momentum…	0.0%	$8.73M	25.46K	+6.7%	▲ Add	3+
470	SNOW Snowflake Inc.	0.0%	$8.70M	34.19K	+5.1%	▲ Add	3+
471	JBHT J.B. Hunt Transport…	0.0%	$8.70M	30.05K	+0.7%	▲ Add	3+
472	VMC Vulcan Materials Company	0.0%	$8.67M	29.38K	-8.9%	▼ Trim	3+
473	COHR Coherent, Inc.	0.0%	$8.56M	21.69K	+8.4%	▲ Add	3+
474	SPCX Space Exploration…	0.0%	$8.52M	49.85K	Mới	New	1
475	EXC Exelon Corporation	0.0%	$8.49M	182.05K	+15.3%	▲ Add	3+
476	MUFG Mitsubishi UFJ Financial…	0.0%	$8.49M	426.65K	-3.4%	▼ Trim	3+
477	DECK Deckers Outdoor Corporation	0.0%	$8.47M	85.32K	-8.1%	▼ Trim	3+
478	IDXX IDEXX Laboratories, Inc.	0.0%	$8.45M	16.05K	+5.6%	▲ Add	3+
479	PAPR INNOVATOR ETFS TRUST	0.0%	$8.44M	200.00K	Mới	New	1
480	CNI Canadian National Railway…	0.0%	$8.43M	70.66K	+16.0%	▲ Add	3+
481	XLB State Street Materials…	0.0%	$8.42M	165.74K	-2.5%	▼ Trim	3+
482	AXON Axon Enterprise, Inc.	0.0%	$8.40M	14.98K	+3.4%	▲ Add	3+
483	PKG Packaging Corporation of…	0.0%	$8.34M	35.00K	-1.0%	▼ Trim	3+
484	POCT INNOVATOR ETFS TRUST	0.0%	$8.17M	176.08K	-18.5%	▼ Trim	3+
485	RGA Reinsurance Group of…	0.0%	$8.11M	38.12K	+1.0%	▲ Add	3+
486	IJS iShares S&P Small-Cap 600…	0.0%	$8.09M	59.20K	-4.4%	▼ Trim	3+
487	AON Aon plc	0.0%	$8.07M	24.33K	-2.3%	▼ Trim	3+
488	FEX FIRST TR EXCHANGE-TRADED ALP	0.0%	$8.06M	57.60K	-7.0%	▼ Trim	3+
489	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$8.03M	147.02K	-1.0%	▼ Trim	3+
490	IBMS ISHARES TR	0.0%	$8.02M	310.04K	+1.5%	▲ Add	3+
491	NET Cloudflare, Inc.	0.0%	$7.90M	32.20K	+1.4%	▲ Add	3+
492	NOBL ProShares - S&P 500…	0.0%	$7.87M	140.07K	-1.4% ✂	▼ Trim	3+
493	BNS The Bank of Nova Scotia	0.0%	$7.85M	90.37K	-0.8%	▼ Trim	3+
494	O Realty Income Corporation	0.0%	$7.85M	126.64K	+2.0%	▲ Add	3+
495	RH Rh	0.0%	$7.79M	72.48K	+14.7%	▲ Add	3+
496	MGA Magna International Inc.	0.0%	$7.78M	118.47K	-1.8%	▼ Trim	3+
497	MAS Masco Corporation	0.0%	$7.77M	95.45K	+1.0%	▲ Add	3+
498	SMFG Sumitomo Mitsui Financial…	0.0%	$7.76M	329.15K	+1.4%	▲ Add	3+
499	CIEN Ciena Corporation	0.0%	$7.72M	15.73K	+13.6%	▲ Add	3+
500	ENTG Entegris, Inc.	0.0%	$7.58M	42.16K	-2.9%	▼ Trim	3+

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
HONA Honeywell Aerospace Inc	400.52K	—	Mới	$88.55M	0.1%
FDXF FedEx Freight Holding…	66.11K	—	Mới	$9.98M	0.0%
SPCX Space Exploration…	49.85K	—	Mới	$8.52M	0.0%
PAPR	200.00K	—	Mới	$8.44M	0.0%
IAPR	165.69K	—	Mới	$5.50M	0.0%
ROKT	17.44K	—	Mới	$2.08M	0.0%
RRGB	155.37K	—	Mới	$1.24M	0.0%
DRAM Roundhill Memory ETF	11.11K	—	Mới	$820,473	0.0%
PREF Principal Spectrum…	40.00K	—	Mới	$762,400	0.0%
BXDC	28.70K	—	Mới	$620,846	0.0%
HIMU Blackrock ETF Trust II…	12.11K	—	Mới	$603,178	0.0%
TRI Thomson Reuters…	7.23K	—	Mới	$590,637	0.0%
PGEN Precigen, Inc.	100.00K	—	Mới	$570,000	0.0%
SCO	16.25K	—	Mới	$569,075	0.0%
SATA Strive Inc. Perp. Pfd.…	46.93K	—	Mới	$512,050	0.0%
NAVN Navan, Inc.	22.27K	—	Mới	$509,429	0.0%
QCAP	18.75K	—	Mới	$466,958	0.0%
VGNT Versigent PLC	10.91K	—	Mới	$458,203	0.0%
XTL	1.93K	—	Mới	$439,978	0.0%
PRTH	65.25K	—	Mới	$435,238	0.0%
DHDG	11.29K	—	Mới	$412,734	0.0%
SFTX	12.35K	—	Mới	$384,068	0.0%
SFTY	11.61K	—	Mới	$357,062	0.0%
TFLO iShares Treasury…	6.93K	—	Mới	$350,866	0.0%
IGOV	8.40K	—	Mới	$344,570	0.0%
TRMD TORM plc	12.48K	—	Mới	$325,280	0.0%
GGOV iShares Global…	6.33K	—	Mới	$318,485	0.0%
TGB Trekor Metals Limited	44.13K	—	Mới	$303,649	0.0%
HQ	10.28K	—	Mới	$285,456	0.0%
GJUN	6.61K	—	Mới	$272,307	0.0%
GMRS	17.41K	—	Mới	$269,097	0.0%
BNDY	10.33K	—	Mới	$259,915	0.0%
RSDE	10.79K	—	Mới	$253,458	0.0%
WSE Wise Group plc Class A…	19.25K	—	Mới	$229,280	0.0%
INFQ Infleqtion Inc	16.66K	—	Mới	$221,925	0.0%
AMBQ Ambiq Micro, Inc.	2.50K	—	Mới	$220,661	0.0%
EJUL	6.83K	—	Mới	$213,356	0.0%
AIPO	5.88K	—	Mới	$196,317	0.0%
EROC	13.27K	—	Mới	$192,372	0.0%
CLIP	1.80K	—	Mới	$180,311	0.0%
LEMB	4.13K	—	Mới	$175,448	0.0%
FBCG Fidelity Blue Chip…	2.79K	—	Mới	$173,597	0.0%
BGDV	5.14K	—	Mới	$159,431	0.0%
III	38.10K	—	Mới	$156,591	0.0%
MAIR Madison Air Solutions…	3.96K	—	Mới	$154,245	0.0%
FRGN	4.87K	—	Mới	$153,831	0.0%
FRVO Fervo Energy Company	5.17K	—	Mới	$151,266	0.0%
PERI	15.50K	—	Mới	$150,505	0.0%
DIVN	5.03K	—	Mới	$147,953	0.0%
CBRS Cerebras Systems Inc.	631	—	Mới	$139,451	0.0%
IBND	3.93K	—	Mới	$122,537	0.0%
STOX	3.62K	—	Mới	$112,167	0.0%
KLRA	5.01K	—	Mới	$110,436	0.0%
TBLD	5.00K	—	Mới	$110,262	0.0%
NMCO	9.70K	—	Mới	$105,633	0.0%
SIHY	2.30K	—	Mới	$104,788	0.0%
ALMR	3.85K	—	Mới	$104,378	0.0%
ASUR	11.36K	—	Mới	$90,198	0.0%
DUOT	7.00K	—	Mới	$84,000	0.0%
QGRD	2.69K	—	Mới	$81,842	0.0%
NMFC	10.00K	—	Mới	$71,700	0.0%
YNOT	2.16K	—	Mới	$71,628	0.0%
LCLN	2.90K	—	Mới	$69,223	0.0%
QNT Quantinuum Inc. Class A…	817	—	Mới	$66,782	0.0%
EEMS	859	—	Mới	$65,190	0.0%
SMOX	2.06K	—	Mới	$63,291	0.0%
VBIL	800	—	Mới	$60,544	0.0%
DFTX Definium Therapeutics…	1.28K	—	Mới	$60,353	0.0%
HBTA	1.76K	—	Mới	$57,665	0.0%
UPRO ProShares - UltraPro…	400	—	Mới	$56,716	0.0%
PLSE	2.00K	—	Mới	$55,460	0.0%
BGCG	2.01K	—	Mới	$52,626	0.0%
CABA Cabaletta Bio, Inc.	16.49K	—	Mới	$51,293	0.0%
YSWY	2.45K	—	Mới	$49,755	0.0%
SOPH	8.62K	—	Mới	$49,726	0.0%
FLXN	1.92K	—	Mới	$47,710	0.0%
BENJ	861	—	Mới	$45,418	0.0%
JHML	505	—	Mới	$45,036	0.0%
NVGS Navigator Holdings Ltd.	2.32K	—	Mới	$43,296	0.0%
SA Seabridge Gold Inc.	1.66K	—	Mới	$42,703	0.0%
NXTG	270	—	Mới	$41,402	0.0%
CLYM	3.12K	—	Mới	$40,685	0.0%
FCG	1.53K	—	Mới	$40,633	0.0%
TRAX	2.02K	—	Mới	$40,541	0.0%
AAAU	1.00K	—	Mới	$39,570	0.0%
IMSRW	11.65K	—	Mới	$39,394	0.0%
WTAI	806	—	Mới	$38,261	0.0%
BALI	1.11K	—	Mới	$37,484	0.0%
FLMX	1.02K	—	Mới	$37,312	0.0%
FLKR	540	—	Mới	$35,683	0.0%
FNWB	3.10K	—	Mới	$33,457	0.0%
AMJB	970	—	Mới	$33,455	0.0%
ISCF	752	—	Mới	$32,554	0.0%
IMMX	3.14K	—	Mới	$32,373	0.0%
DFEV	748	—	Mới	$31,915	0.0%
HOND	4.50K	—	Mới	$31,860	0.0%
KSA	833	—	Mới	$31,079	0.0%
BBN	1.79K	—	Mới	$28,944	0.0%
KEEL Keel Infrastructure…	5.00K	—	Mới	$28,700	0.0%
BZUN	10.00K	—	Mới	$28,300	0.0%
AIO	1.00K	—	Mới	$28,070	0.0%
ALVO	7.28K	—	Mới	$26,867	0.0%
URG	18.90K	—	Mới	$25,709	0.0%
CANC	600	—	Mới	$24,744	0.0%
XNDU	2.00K	—	Mới	$24,220	0.0%
WCLD	750	—	Mới	$24,042	0.0%
PONY Pony AI Inc. American…	3.42K	—	Mới	$23,783	0.0%
PEY	1.02K	—	Mới	$23,574	0.0%
AGGH	1.16K	—	Mới	$23,478	0.0%
INKT	2.00K	—	Mới	$23,322	0.0%
MWH	624	—	Mới	$21,247	0.0%
LODE	5.00K	—	Mới	$20,800	0.0%
CGMM Capital Group U.S.…	597	—	Mới	$19,683	0.0%
TPYP	441	—	Mới	$18,491	0.0%
HIVE	5.00K	—	Mới	$18,200	0.0%
VFMF	101	—	Mới	$17,874	0.0%
EXPI eXp World Holdings, Inc.	3.25K	—	Mới	$17,593	0.0%
DJD	270	—	Mới	$17,110	0.0%
CMDY	294	—	Mới	$16,238	0.0%
BWX	737	—	Mới	$15,978	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
SCHX Schwab U.S. Large-Cap…	172.22M	145.06M	+18.7%	$5.07B	5.5%
IVV iShares Core S&P 500 ETF	6.58M	5.82M	+13.1%	$4.93B	5.4%	●●○○○○
IEFA iShares Core MSCI EAFE…	35.99M	35.67M	+0.9%	$3.48B	3.8%	●●○○○○
SPY State Street SPDR S&P…	4.20M	4.17M	+0.9%	$3.14B	3.4%
GOOGL Alphabet Inc.	5.98M	5.96M	+0.4%	$2.14B	2.3%
MSFT Microsoft Corporation	5.52M	5.45M	+1.2%	$2.06B	2.2%	●●○○○○
VO Vanguard Morningstar…	22.85M	5.41M	+5.5% ✂	$1.84B	2.0%	●●○○○○
NVDA NVIDIA Corporation	8.24M	8.07M	+2.2%	$1.65B	1.8%	●●○○○○
AMZN Amazon.com, Inc.	5.99M	5.89M	+1.7%	$1.43B	1.6%	●●○○○○
IXUS iShares Core MSCI Total…	11.65M	9.76M	+19.4%	$1.11B	1.2%
EFV iShares MSCI EAFE Value…	14.14M	13.97M	+1.2%	$1.08B	1.2%
SCHH Schwab U.S. REIT ETF	34.33M	33.68M	+1.9%	$813.05M	0.9%	●●○○○○
VTWO Vanguard Russell 2000…	5.90M	5.76M	+2.4%	$716.03M	0.8%	●●○○○○
WMT Walmart Inc.	5.52M	5.48M	+0.6%	$624.86M	0.7%
JNJ Johnson & Johnson	2.50M	2.49M	+0.3%	$635.00M	0.7%	●●○○○○
META Meta Platforms, Inc.	1.11M	1.04M	+5.9%	$622.64M	0.7%	●●○○○○
BRK-B Berkshire Hathaway Inc.	1.17M	1.17M	+0.1%	$585.74M	0.6%
MUB iShares National Muni…	5.35M	5.23M	+2.3%	$576.13M	0.6%	●●○○○○
AVGO Broadcom Inc.	1.30M	1.26M	+3.9%	$492.89M	0.5%
IWF iShares Russell 1000…	3.83M	956.06K	+0.2% ✂	$476.04M	0.5%
PANW Palo Alto Networks, Inc.	1.37M	1.37M	+0.1%	$468.67M	0.5%	●●○○○○
PCAR PACCAR Inc	3.61M	3.60M	+0.1%	$433.28M	0.5%
UNH UnitedHealth Group…	1.02M	1.01M	+0.9%	$424.61M	0.5%
AMAT Applied Materials, Inc.	570.38K	569.68K	+0.1%	$412.40M	0.5%
BAC Bank of America…	7.07M	7.03M	+0.6%	$402.96M	0.4%
SCHF Schwab International…	14.44M	12.62M	+14.4%	$400.10M	0.4%
IJH iShares Core S&P…	5.17M	5.08M	+1.8%	$398.35M	0.4%
NEE NextEra Energy, Inc.	2.84M	2.81M	+1.0%	$249.34M	0.3%	●●○○○○
IGF iShares Global…	3.87M	3.02M	+28.0%	$257.42M	0.3%	●●○○○○
EEM iShares MSCI Emerging…	3.37M	3.34M	+1.1%	$230.82M	0.3%	●●○○○○
ORCL Oracle Corporation	1.55M	1.55M	+0.3%	$227.08M	0.2%
TXN Texas Instruments…	738.19K	736.39K	+0.2%	$220.03M	0.2%
EMXC iShares MSCI Emerging…	2.07M	1.94M	+6.7%	$212.13M	0.2%	●●○○○○
MRK Merck & Co., Inc.	1.56M	1.55M	+0.4%	$200.63M	0.2%
ETN Eaton Corporation plc	467.39K	437.01K	+7.0%	$199.17M	0.2%	●●○○○○
EFG iShares MSCI EAFE…	1.56M	1.30M	+19.4%	$193.82M	0.2%
VTEB Vanguard Tax-Exempt…	3.59M	3.49M	+2.8%	$181.66M	0.2%
HON Honeywell International…	401.24K	801.64K	+5.0% ✂	$89.84M	0.1%
RTX RTX Corporation	930.31K	924.97K	+0.6%	$176.51M	0.2%	●●○○○○
TSLA Tesla, Inc.	414.25K	379.10K	+9.3%	$174.23M	0.2%	●●○○○○
GS The Goldman Sachs…	172.07K	171.62K	+0.3%	$174.03M	0.2%
LRCX Lam Research Corporation	394.66K	389.34K	+1.4%	$171.02M	0.2%
SPHY State Street SPDR…	7.17M	6.70M	+7.0%	$167.97M	0.2%	●●○○○○
AXP American Express Company	492.29K	490.07K	+0.5%	$166.52M	0.2%	●●○○○○
LIN Linde plc	318.25K	317.24K	+0.3%	$165.15M	0.2%
MS Morgan Stanley	725.14K	719.37K	+0.8%	$151.59M	0.2%
IBM International Business…	518.31K	516.14K	+0.4%	$145.76M	0.2%
VTV Vanguard Morningstar…	660.49K	644.09K	+2.5%	$143.94M	0.2%
CHRW C.H. Robinson…	760.23K	759.37K	+0.1%	$143.18M	0.2%	●●○○○○
NFLX Netflix, Inc.	1.78M	1.44M	+23.6%	$126.79M	0.1%	●●○○○○
ESGD iShares ESG Aware MSCI…	1.29M	833.78K	+54.4%	$132.36M	0.1%	●●○○○○
APH Amphenol Corporation	726.93K	609.30K	+19.3%	$128.17M	0.1%
GEV GE Vernova Inc.	108.02K	103.01K	+4.9%	$126.91M	0.1%	●●○○○○
VEU Vanguard FTSE All-World…	1.50M	1.47M	+1.7%	$125.28M	0.1%	●●○○○○
UBER Uber Technologies, Inc.	1.72M	1.52M	+12.9%	$124.16M	0.1%	●●○○○○
LHX L3Harris Technologies…	359.51K	353.96K	+1.6%	$104.47M	0.1%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	377.20K	359.35K	+5.0%	$114.28M	0.1%	●●○○○○
GE GE Aerospace	294.61K	289.94K	+1.6%	$110.11M	0.1%
ESGE iShares ESG Aware MSCI…	1.91M	1.21M	+58.1%	$104.34M	0.1%	●●○○○○
TJX The TJX Companies, Inc.	657.65K	645.26K	+1.9%	$99.64M	0.1%
GLDM SPDR Gold MiniShares…	1.12M	1.06M	+5.7%	$89.29M	0.1%	●●○○○○
CINF Cincinnati Financial…	525.14K	433.74K	+21.1%	$97.22M	0.1%	●●○○○○
IDV iShares International…	2.20M	2.12M	+3.3%	$90.94M	0.1%	●●○○○○
AMLP Alerian MLP ETF	1.70M	1.63M	+4.3%	$88.37M	0.1%	●●○○○○
TLT iShares 20+ Year…	988.18K	951.50K	+3.9%	$85.42M	0.1%	●●○○○○
IVW iShares S&P 500 Growth…	578.77K	576.34K	+0.4%	$79.60M	0.1%
BND Vanguard Total Bond…	1.05M	984.79K	+7.0%	$77.36M	0.1%
VIG Vanguard Dividend…	321.03K	319.90K	+0.3%	$75.96M	0.1%	●●○○○○
LMT Lockheed Martin…	123.73K	123.68K	0.0%	$63.03M	0.1%
IGSB iShares 1-5 Year…	1.39M	1.29M	+7.4%	$72.82M	0.1%	●●○○○○
C Citigroup Inc.	515.92K	492.54K	+4.8%	$72.21M	0.1%
BA The Boeing Company	331.99K	317.30K	+4.6%	$71.86M	0.1%	●●○○○○
CRWD CrowdStrike Holdings…	93.50K	91.67K	+2.0%	$71.35M	0.1%	●●○○○○
PLD Prologis, Inc.	524.44K	520.00K	+0.8%	$71.05M	0.1%
PH Parker-Hannifin…	72.16K	71.74K	+0.6%	$70.58M	0.1%
IGIB iShares 5-10 Year…	1.32M	1.29M	+2.4%	$70.42M	0.1%	●●○○○○
VB Vanguard Morningstar…	219.47K	213.24K	+2.9%	$66.53M	0.1%
NOC Northrop Grumman…	126.91K	90.21K	+40.7%	$64.64M	0.1%
HYG iShares iBoxx $ High…	787.17K	742.59K	+6.0%	$62.95M	0.1%
VOT Vanguard Morningstar…	204.63K	201.99K	+1.3%	$62.70M	0.1%	●●○○○○
DELL Dell Technologies Inc.	145.26K	129.21K	+12.4%	$62.67M	0.1%	●●○○○○
MSI Motorola Solutions, Inc.	145.48K	141.65K	+2.7%	$60.42M	0.1%	●●○○○○
DVN Devon Energy Corporation	1.46M	89.45K	+1536.9%	$60.50M	0.1%
XLF State Street Financial…	1.11M	1.11M	+0.3%	$59.54M	0.1%
COF Capital One Financial…	279.12K	255.89K	+9.1%	$56.00M	0.1%	●●○○○○
BIV Vanguard…	729.04K	704.05K	+3.5%	$55.92M	0.1%
TLN Talen Energy Corporation	144.15K	131.73K	+9.4%	$55.39M	0.1%	●●○○○○
NSC Norfolk Southern…	174.73K	170.61K	+2.4%	$54.97M	0.1%
SYK Stryker Corporation	166.86K	166.28K	+0.3%	$52.54M	0.1%	●●○○○○
EQIX Equinix, Inc.	49.91K	48.75K	+2.4%	$52.02M	0.1%
CMI Cummins Inc.	69.27K	67.64K	+2.4%	$49.41M	0.1%
CARR Carrier Global…	647.90K	643.02K	+0.8%	$47.52M	0.1%	●●○○○○
IVE iShares S&P 500 Value…	208.54K	196.47K	+6.1%	$47.35M	0.1%
USHY iShares Broad USD High…	1.24M	1.02M	+21.8%	$45.81M	0.1%
VBR Vanguard Morningstar…	187.98K	176.11K	+6.7%	$45.70M	0.1%	●●○○○○
CSX CSX Corporation	900.96K	900.55K	+0.1%	$42.82M	0.0%
MRVL Marvell Technology, Inc.	137.27K	132.36K	+3.7%	$40.89M	0.0%
BKR Baker Hughes Company	705.35K	669.15K	+5.4%	$39.15M	0.0%	●●○○○○
SO The Southern Company	413.75K	409.86K	+0.9%	$39.60M	0.0%
TMUS T-Mobile US, Inc.	187.16K	186.36K	+0.4%	$31.39M	0.0%	●●○○○○
SPDW State Street SPDR…	764.98K	707.91K	+8.1%	$38.55M	0.0%	●●○○○○
GD General Dynamics…	108.17K	103.78K	+4.2%	$38.32M	0.0%
MAR Marriott International…	99.61K	97.72K	+1.9%	$36.91M	0.0%	●●○○○○
VYM Vanguard High Dividend…	232.68K	228.48K	+1.8%	$36.77M	0.0%	●●○○○○
ROK Rockwell Automation…	73.31K	71.82K	+2.1%	$36.30M	0.0%
PGR The Progressive…	165.90K	162.59K	+2.0%	$36.24M	0.0%
ANET Arista Networks, Inc.	209.02K	184.78K	+13.1%	$35.51M	0.0%	●●○○○○
SMMD iShares Russell 2500 ETF	382.48K	379.86K	+0.7%	$35.05M	0.0%	●●○○○○
MCHP Microchip Technology…	377.93K	375.80K	+0.6%	$34.47M	0.0%
STX Seagate Technology…	35.55K	27.13K	+31.1%	$34.31M	0.0%
TT Trane Technologies plc	67.69K	63.33K	+6.9%	$33.24M	0.0%
RDVY First Trust Rising…	406.39K	385.18K	+5.5%	$32.95M	0.0%	●●○○○○
FTNT Fortinet, Inc.	207.72K	205.64K	+1.0%	$31.91M	0.0%
CLS Celestica Inc.	83.80K	65.71K	+27.5%	$30.57M	0.0%	●●○○○○
AEP American Electric Power…	208.16K	207.86K	+0.1%	$28.48M	0.0%
WMB The Williams Companies…	380.46K	371.77K	+2.3%	$28.28M	0.0%
FLOT iShares Floating Rate…	542.45K	494.37K	+9.7%	$27.69M	0.0%	●●○○○○
BNY Bank of New York Mellon…	189.32K	186.64K	+1.4%	$27.38M	0.0%
IBDV iShares iBonds Dec 2030…	1.20M	1.17M	+2.7%	$26.12M	0.0%	●●○○○○
TPL Texas Pacific Land…	55.71K	54.26K	+2.7%	$24.38M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng	Chuỗi liên tiếp
AGG iShares Core U.S.…	39.48M	42.55M	-7.2%	$3.91B	4.3%	●●○○○○
AAPL Apple Inc.	10.06M	10.13M	-0.7%	$2.91B	3.2%	●●○○○○
IEMG iShares Core MSCI…	29.09M	29.53M	-1.5%	$2.41B	2.6%
LLY Eli Lilly and Company	1.35M	1.36M	-0.2%	$1.62B	1.8%	●●○○○○
IWR iShares Russell Mid-Cap…	12.78M	12.92M	-1.1%	$1.41B	1.5%	●●○○○○
GOVT iShares U.S. Treasury…	1.35M	46.83M	-97.1%	$30.75M	0.0%
JPM JPMorgan Chase & Co.	3.49M	3.52M	-0.9%	$1.14B	1.2%	●●○○○○
QQQ Invesco QQQ Trust…	1.30M	1.33M	-2.3%	$953.79M	1.0%	●●○○○○
MU Micron Technology, Inc.	768.86K	856.15K	-10.2%	$887.48M	1.0%	●●○○○○
IWM iShares Russell 2000 ETF	2.13M	3.47M	-38.6%	$639.75M	0.7%
VEA Vanguard FTSE Developed…	10.41M	11.53M	-9.7%	$741.83M	0.8%
VTI Vanguard Morningstar…	2.03M	2.12M	-3.9%	$752.15M	0.8%
EFA iShares MSCI EAFE ETF	7.09M	7.13M	-0.6%	$736.66M	0.8%	●●○○○○
IJR iShares Core S&P…	4.74M	4.86M	-2.5%	$702.59M	0.8%	●●○○○○
MDY State Street SPDR S&P…	963.81K	969.96K	-0.6%	$677.89M	0.7%	●●○○○○
GOOG Alphabet Inc.	1.83M	1.84M	-0.4%	$646.73M	0.7%	●●○○○○
AMD Advanced Micro Devices…	1.11M	1.12M	-1.4%	$643.07M	0.7%	●●○○○○
VT Vanguard Total World…	946.10K	4.55M	-79.2%	$148.49M	0.2%
ABBV AbbVie Inc.	2.30M	2.33M	-1.4%	$577.62M	0.6%	●●○○○○
XONA.DE Exxon Mobil Corporation	3.26M	3.31M	-1.4%	$446.25M	0.5%	●●○○○○
XLK State Street Technology…	2.68M	2.75M	-2.6%	$511.00M	0.6%	●●○○○○
COST Costco Wholesale…	512.21K	512.52K	-0.1%	$479.16M	0.5%	●●○○○○
CAT Caterpillar Inc.	473.89K	479.49K	-1.2%	$504.65M	0.6%	●●○○○○
VNQ Vanguard Real Estate ETF	5.03M	5.52M	-8.9%	$485.09M	0.5%
PG The Procter & Gamble…	3.24M	3.37M	-3.8%	$475.53M	0.5%	●●○○○○
HD The Home Depot, Inc.	1.27M	1.32M	-4.1%	$447.71M	0.5%	●●○○○○
MA Mastercard Incorporated	856.62K	859.44K	-0.3%	$439.96M	0.5%	●●○○○○
CVX Chevron Corporation	2.05M	2.08M	-1.6%	$339.85M	0.4%	●●○○○○
CSCO Cisco Systems, Inc.	3.67M	3.71M	-1.1%	$430.59M	0.5%	●●○○○○
USB U.S. Bancorp	6.64M	6.96M	-4.6%	$400.83M	0.4%	●●○○○○
MPC Marathon Petroleum…	1.50M	1.55M	-3.4%	$382.59M	0.4%	●●○○○○
VWO Vanguard FTSE Emerging…	6.36M	6.37M	-0.1%	$379.56M	0.4%	●●○○○○
MMM 3M Company	2.21M	2.22M	-0.2%	$357.79M	0.4%	●●○○○○
GLD SPDR Gold Shares	810.02K	831.21K	-2.5%	$298.40M	0.3%	●●○○○○
IWB iShares Russell 1000 ETF	856.68K	892.18K	-4.0%	$350.81M	0.4%
KO The Coca-Cola Company	4.13M	4.15M	-0.5%	$335.62M	0.4%	●●○○○○
IWS iShares Russell Mid-Cap…	1.99M	2.03M	-2.4%	$326.74M	0.4%	●●○○○○
V Visa Inc.	907.18K	909.88K	-0.3%	$311.25M	0.3%	●●○○○○
ECL Ecolab Inc.	1.03M	1.06M	-3.1%	$287.36M	0.3%
MCD McDonald's Corporation	858.36K	909.77K	-5.7%	$232.02M	0.3%	●●○○○○
INTC Intel Corp.	2.00M	2.06M	-2.6%	$279.61M	0.3%	●●○○○○
ABT Abbott Laboratories	2.51M	2.71M	-7.2%	$227.99M	0.2%	●●○○○○
VOO Vanguard S&P 500 ETF	400.72K	1.13M	-64.4%	$275.24M	0.3%
EMR Emerson Electric Co.	1.90M	1.94M	-2.2%	$271.49M	0.3%	●●○○○○
PEP PepsiCo, Inc.	1.54M	1.59M	-3.0%	$208.34M	0.2%	●●○○○○
AMGN Amgen Inc.	664.27K	667.06K	-0.4%	$240.55M	0.3%	●●○○○○
VRT Vertiv Holdings Co	663.29K	682.74K	-2.9%	$222.08M	0.2%	●●○○○○
SCHW The Charles Schwab…	2.29M	2.29M	0.0%	$211.22M	0.2%	●●○○○○
QCOM QUALCOMM Incorporated	1.16M	1.18M	-1.9%	$214.13M	0.2%	●●○○○○
WFC Wells Fargo & Company	2.49M	2.51M	-0.9%	$205.52M	0.2%
IWP iShares Russell Mid-Cap…	1.35M	1.58M	-14.5%	$198.23M	0.2%	●●○○○○
UNP Union Pacific…	733.89K	737.50K	-0.5%	$199.62M	0.2%	●●○○○○
IWD iShares Russell 1000…	793.38K	800.89K	-0.9%	$192.34M	0.2%	●●○○○○
BLK BlackRock, Inc.	195.67K	199.95K	-2.1%	$188.15M	0.2%	●●○○○○
CB Chubb Limited	559.03K	569.59K	-1.9%	$190.48M	0.2%	●●○○○○
USRT iShares Core U.S. REIT…	2.80M	2.80M	0.0%	$185.74M	0.2%	●●○○○○
VXF Vanguard Extended…	742.51K	745.34K	-0.4%	$182.81M	0.2%	●●○○○○
ACN Accenture plc	833.13K	912.80K	-8.7%	$103.68M	0.1%	●●○○○○
TSM Taiwan Semiconductor…	363.75K	365.62K	-0.5%	$173.72M	0.2%	●●○○○○
DVY iShares Select Dividend…	1.09M	1.10M	-1.6%	$169.75M	0.2%	●●○○○○
TRV The Travelers…	509.00K	518.78K	-1.9%	$168.03M	0.2%	●●○○○○
ADI Analog Devices, Inc.	421.19K	424.87K	-0.9%	$167.28M	0.2%	●●○○○○
KLAC KLA Corporation	546.15K	56.06K	-2.6% ✂	$164.78M	0.2%	●●○○○○
DE Deere & Company	230.21K	230.80K	-0.2%	$146.03M	0.2%	●●○○○○
AMT American Tower…	782.41K	816.82K	-4.2%	$127.98M	0.1%	●●○○○○
TGT Target Corporation	1.04M	1.05M	-1.8%	$135.31M	0.1%	●●○○○○
RSP Invesco S&P 500 Equal…	582.05K	603.42K	-3.5%	$123.84M	0.1%
SCHE Schwab Emerging Markets…	3.42M	3.64M	-6.3%	$123.83M	0.1%	●●○○○○
GILD Gilead Sciences, Inc.	852.29K	856.92K	-0.5%	$107.68M	0.1%	●●○○○○
SPGI S&P Global Inc.	273.55K	275.80K	-0.8%	$111.41M	0.1%
PM Philip Morris…	630.48K	646.15K	-2.4%	$114.06M	0.1%	●●○○○○
DHR Danaher Corporation	545.18K	598.19K	-8.9%	$103.85M	0.1%
GLW Corning Inc	439.09K	440.61K	-0.3%	$112.16M	0.1%
PFE Pfizer Inc.	3.69M	3.86M	-4.6%	$88.75M	0.1%	●●○○○○
TDG TransDigm Group…	79.71K	93.29K	-14.6%	$106.17M	0.1%	●●○○○○
NOW ServiceNow, Inc.	977.83K	1.01M	-3.6%	$97.08M	0.1%	●●○○○○
SCHP Schwab US TIPS ETF	3.71M	3.97M	-6.5%	$98.37M	0.1%	●●○○○○
ADP Automatic Data…	463.17K	499.67K	-7.3%	$103.73M	0.1%	●●○○○○
MDT Medtronic plc	1.08M	1.15M	-6.7%	$84.26M	0.1%	●●○○○○
INTU Intuit Inc.	179.24K	231.04K	-22.4%	$46.78M	0.1%
VOE Vanguard Morningstar…	504.06K	505.53K	-0.3%	$99.62M	0.1%
OKTA Okta, Inc.	704.73K	735.73K	-4.2%	$96.16M	0.1%
VUG Vanguard Morningstar…	1.11M	187.82K	-1.7% ✂	$95.46M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	382.87K	399.32K	-4.1%	$84.42M	0.1%	●●○○○○
ASML ASML Holding N.V.	46.88K	46.91K	-0.1%	$93.27M	0.1%	●●○○○○
COP ConocoPhillips	702.75K	705.35K	-0.4%	$73.06M	0.1%
BKNG Booking Holdings Inc.	517.60K	21.10K	-1.9% ✂	$92.26M	0.1%	●●○○○○
DIS The Walt Disney Company	852.11K	888.87K	-4.1%	$82.02M	0.1%	●●○○○○
HSY The Hershey Company	330.59K	403.19K	-18.0%	$58.00M	0.1%	●●○○○○
SBUX Starbucks Corporation	809.77K	821.23K	-1.4%	$82.75M	0.1%	●●○○○○
TMO Thermo Fisher…	160.52K	166.11K	-3.4%	$80.48M	0.1%	●●○○○○
BMY Bristol-Myers Squibb…	1.29M	1.33M	-2.9%	$74.42M	0.1%	●●○○○○
VZ Verizon Communications…	1.53M	1.57M	-2.7%	$64.67M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	156.88K	159.77K	-1.8%	$62.39M	0.1%
PLTR Palantir Technologies…	503.00K	503.31K	-0.1%	$58.68M	0.1%
VBK Vanguard Morningstar…	181.98K	206.03K	-11.7%	$66.57M	0.1%
GWW W.W. Grainger, Inc.	51.75K	52.05K	-0.6%	$70.40M	0.1%	●●○○○○
CME CME Group Inc.	231.63K	238.06K	-2.7%	$51.15M	0.1%	●●○○○○
TTC The Toro Company	720.90K	726.15K	-0.7%	$70.23M	0.1%	●●○○○○
MCK McKesson Corporation	78.88K	79.75K	-1.1%	$59.60M	0.1%	●●○○○○
CRM Salesforce, Inc.	332.45K	365.26K	-9.0%	$52.08M	0.1%	●●○○○○
XLV State Street Health…	405.30K	459.19K	-11.7%	$64.30M	0.1%
USMV iShares MSCI USA Min…	673.98K	707.72K	-4.8%	$65.01M	0.1%	●●○○○○
ITW Illinois Tool Works Inc.	240.47K	248.35K	-3.2%	$65.04M	0.1%	●●○○○○
MDLZ Mondelez International…	1.05M	1.11M	-5.0%	$60.98M	0.1%
ECG Everus Construction…	383.04K	392.41K	-2.4%	$63.56M	0.1%	●●○○○○
IWO iShares Russell 2000…	161.30K	162.96K	-1.0%	$63.55M	0.1%
SHY iShares 1-3 Year…	708.26K	765.28K	-7.5%	$58.16M	0.1%	●●○○○○
MELI MercadoLibre, Inc.	36.30K	36.36K	-0.1%	$61.62M	0.1%
GIS General Mills, Inc.	1.65M	1.68M	-1.7%	$57.42M	0.1%	●●○○○○
XLY State Street Consumer…	526.82K	532.35K	-1.0%	$61.79M	0.1%	●●○○○○
PNC The PNC Financial…	248.63K	249.20K	-0.2%	$61.22M	0.1%
SNPS Synopsys, Inc.	124.92K	126.62K	-1.4%	$55.72M	0.1%
SLB Slb N.V.	1.06M	1.08M	-2.0%	$49.26M	0.1%
T AT&T Inc.	1.75M	1.87M	-6.2%	$36.32M	0.0%	●●○○○○
XLE State Street Energy…	814.12K	851.06K	-4.3%	$43.24M	0.0%	●●○○○○
LNG Cheniere Energy, Inc.	178.30K	182.12K	-2.1%	$42.61M	0.0%
SUB iShares Short-Term…	453.38K	476.77K	-4.9%	$48.27M	0.1%	●●○○○○
TLH iShares 10-20 Year…	277.05K	491.44K	-43.6%	$27.80M	0.0%	●●○○○○
FDX FedEx Corporation	140.35K	137.66K	-17.9% ✂	$43.95M	0.0%	●●○○○○

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CTRA Coterra Energy Inc.	—	1.95M	Thoát	$68.53M	0.1%
BNDW	—	43.41K	Thoát	$2.97M	0.0%
SEE Sealed Air Corporation	—	24.35K	Thoát	$1.02M	0.0%
AL Air Lease Corporation	—	15.65K	Thoát	$1.02M	0.0%
HOLX Hologic, Inc.	—	12.48K	Thoát	$943,137	0.0%
TPH Tri Pointe Homes, Inc.	—	16.46K	Thoát	$768,988	0.0%
AMWD American Woodmark…	—	18.38K	Thoát	$732,194	0.0%
MASI Masimo Corporation	—	3.93K	Thoát	$699,562	0.0%
THR Thermon Group Holdings…	—	10.04K	Thoát	$505,764	0.0%
KW Kennedy-Wilson…	—	31.70K	Thoát	$342,962	0.0%
MXE	—	25.23K	Thoát	$325,506	0.0%
KIRK	—	310.00K	Thoát	$288,238	0.0%
TERN Terns Pharmaceuticals…	—	5.19K	Thoát	$273,617	0.0%
PMNT	—	910.23K	Thoát	$235,748	0.0%
ICOP	—	4.13K	Thoát	$196,637	0.0%
IYC	—	1.80K	Thoát	$174,747	0.0%
CSGS CSG Systems…	—	2.10K	Thoát	$168,273	0.0%
SNBRQ	—	90.14K	Thoát	$161,798	0.0%
WBI	—	5.50K	Thoát	$147,479	0.0%
OS OneStream, Inc. Class A…	—	5.73K	Thoát	$137,520	0.0%
YSS York Space Systems, Inc.	—	4.90K	Thoát	$108,655	0.0%
ACLX Arcellx, Inc.	—	909	Thoát	$104,371	0.0%
FDIV	—	3.74K	Thoát	$99,877	0.0%
DFLV Dimensional - US Large…	—	2.40K	Thoát	$85,704	0.0%
TSEL	—	3.47K	Thoát	$85,687	0.0%
CTLP	—	6.17K	Thoát	$66,665	0.0%
BAB	—	2.37K	Thoát	$63,868	0.0%
FXG	—	1.00K	Thoát	$63,847	0.0%
GLDD	—	3.40K	Thoát	$57,766	0.0%
FMTM	—	1.66K	Thoát	$57,604	0.0%
CRUX Columbia Core Bond ETF	—	1.86K	Thoát	$56,044	0.0%
APLS Apellis…	—	1.38K	Thoát	$55,517	0.0%
STTK	—	8.01K	Thoát	$51,504	0.0%
HTBK	—	3.81K	Thoát	$47,549	0.0%
BUSA	—	1.27K	Thoát	$47,163	0.0%
INR	—	2.68K	Thoát	$47,142	0.0%
OAKM	—	1.70K	Thoát	$46,943	0.0%
IGR	—	10.37K	Thoát	$45,520	0.0%
CWAN Clearwater Analytics…	—	1.90K	Thoát	$45,029	0.0%
SLNO Soleno Therapeutics…	—	1.34K	Thoát	$44,829	0.0%
HEQT	—	1.34K	Thoát	$42,210	0.0%
CABO Cable One, Inc.	—	393	Thoát	$35,846	0.0%
FOLD Amicus Therapeutics…	—	2.44K	Thoát	$35,253	0.0%
IDMO Invesco S&P…	—	603	Thoát	$33,069	0.0%
BCX	—	2.72K	Thoát	$32,800	0.0%
ASMF	—	1.26K	Thoát	$31,989	0.0%
IYK	—	456	Thoát	$31,934	0.0%
GDEN	—	1.20K	Thoát	$31,895	0.0%
MANE Veradermics…	—	470	Thoát	$29,681	0.0%
DHIL	—	152	Thoát	$26,160	0.0%
IVES	—	900	Thoát	$25,533	0.0%
VRE Veris Residential, Inc.	—	1.22K	Thoát	$23,021	0.0%
OIA	—	3.66K	Thoát	$22,472	0.0%
MNSB	—	1.00K	Thoát	$22,200	0.0%
EE Excelerate Energy, Inc.	—	659	Thoát	$22,024	0.0%
CGMS Capital Group U.S.…	—	750	Thoát	$20,423	0.0%
FESM Fidelity Enhanced Small…	—	524	Thoát	$19,912	0.0%
INDY	—	470	Thoát	$19,853	0.0%
NVA	—	3.30K	Thoát	$19,371	0.0%
LGLV	—	108	Thoát	$19,235	0.0%
NABL N-able, Inc.	—	3.95K	Thoát	$18,441	0.0%
PMBS	—	369	Thoát	$18,303	0.0%
GEL Genesis Energy, L.P.	—	1.00K	Thoát	$17,830	0.0%
FCPI	—	348	Thoát	$17,108	0.0%
HOV	—	131	Thoát	$14,529	0.0%
SVM Silvercorp Metals Inc.	—	1.35K	Thoát	$14,510	0.0%
DPG	—	1.00K	Thoát	$14,440	0.0%
KALV	—	708	Thoát	$14,252	0.0%
IHE iShares U.S.…	—	162	Thoát	$14,042	0.0%
STKL	—	2.11K	Thoát	$13,647	0.0%
ETX	—	700	Thoát	$12,852	0.0%
MCR	—	2.11K	Thoát	$12,768	0.0%
MSB	—	400	Thoát	$12,600	0.0%
DRNZ	—	500	Thoát	$11,963	0.0%
WCMI	—	704	Thoát	$11,806	0.0%
BDN Brandywine Realty Trust	—	4.33K	Thoát	$11,724	0.0%
EXK Endeavour Silver Corp.	—	1.25K	Thoát	$11,638	0.0%
EWCZ	—	2.00K	Thoát	$11,560	0.0%
ALAR	—	1.94K	Thoát	$11,545	0.0%
IEO	—	91	Thoát	$11,366	0.0%
AOM	—	239	Thoát	$11,321	0.0%
HFRO	—	1.77K	Thoát	$10,135	0.0%
GF	—	983	Thoát	$10,046	0.0%
CMBS	—	200	Thoát	$9,746	0.0%
DVLT	—	15.31K	Thoát	$9,464	0.0%
BXSL Blackstone Secured…	—	385	Thoát	$9,121	0.0%
DAWN Day One…	—	414	Thoát	$8,877	0.0%
FYT	—	140	Thoát	$8,651	0.0%
IMCR Immunocore Holdings plc	—	264	Thoát	$7,960	0.0%
RPV Invesco S&P 500 Pure…	—	70	Thoát	$7,517	0.0%
ACH	—	3.00K	Thoát	$6,840	0.0%
INFL	—	125	Thoát	$6,508	0.0%
TMAT	—	264	Thoát	$6,122	0.0%
EVT	—	204	Thoát	$5,008	0.0%
AVIV	—	64	Thoát	$4,789	0.0%
SNCY Sun Country Airlines…	—	285	Thoát	$4,708	0.0%
DECU	—	161	Thoát	$4,279	0.0%
SIXP	—	130	Thoát	$4,064	0.0%
VEL	—	224	Thoát	$4,052	0.0%
FXR	—	48	Thoát	$3,918	0.0%
EEA	—	377	Thoát	$3,729	0.0%
FFWM	—	606	Thoát	$3,575	0.0%
FFIC	—	225	Thoát	$3,456	0.0%
FREL	—	127	Thoát	$3,418	0.0%
DMO	—	317	Thoát	$3,408	0.0%
BBDO	—	1.01K	Thoát	$3,329	0.0%
DECT	—	93	Thoát	$3,306	0.0%
TDV	—	39	Thoát	$3,304	0.0%
RXST RxSight, Inc.	—	490	Thoát	$3,018	0.0%
TOPT	—	104	Thoát	$2,977	0.0%
VET Vermilion Energy Inc.	—	200	Thoát	$2,756	0.0%
SEPT	—	80	Thoát	$2,748	0.0%
ALT Altimmune, Inc.	—	890	Thoát	$2,741	0.0%
EAD	—	409	Thoát	$2,650	0.0%
PX	—	362	Thoát	$2,628	0.0%
PAYO Payoneer Global Inc.	—	535	Thoát	$2,584	0.0%
PAHC Phibro Animal Health…	—	45	Thoát	$2,489	0.0%
SERV	—	293	Thoát	$2,473	0.0%
MCW	—	349	Thoát	$2,433	0.0%
CVGW	—	92	Thoát	$2,373	0.0%

Cơ sở	Loại	Cổ phiếu cơ sở	Giá trị được báo cáo
MSFT	Put	27	$177,992
RSP	Put	4.93K	$117,284
LOW	Put	62	$49,202
AAPL	Put	90	$41,251
ADP	Put	23	$26,838
GEV	Put	18	$9,504
SPY	Put	49	$8,954
NVDA	Call	11	$4,620
DPST	Call	1	$3,800
INTC	Put	507	$3,331
NAIL	Call	12	$3,120
EMR	Put	128	$3,070
JPM	Put	35	$1,747
LLY	Put	14	$616
EEM	Put	100	$444
EFA	Put	90	$133

13F báo cáo giá trị danh nghĩa của quyền chọn (số cổ phiếu cơ sở và giá trị thị trường) nhưng không ghi nhận giá thực hiện, ngày đáo hạn hay việc quyền chọn được mua hay bán — không thể suy luận chiều hướng giao dịch. Phương pháp luận

Tuổi vị thế

2290–1 quý

38392–4 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Wells Fargo & Company/Mn	3944	59.3%	0.7389	So sánh ⇄
Mariner, LLC	2677	55.2%	0.6813	So sánh ⇄
Fifth Third Bancorp	3289	65.5%	0.6772	So sánh ⇄
Cetera Investment Advisers	3095	53.9%	0.6644	So sánh ⇄
Cerity Partners LLC	2724	59.5%	0.6632	So sánh ⇄
Wealth Enhancement Advisory Services…	2975	59.8%	0.6596	So sánh ⇄
Captrust Financial Advisors	2595	56.3%	0.6443	So sánh ⇄
Corient Private Wealth LP	2545	57.0%	0.6391	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 12 2026 13F-HR · kỳ Q2 2026

$91.58B · 8,256 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$82.39B · 8,287 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Jan 30 2026 13F-HR · kỳ Q4 2025

$85.35B · 9,649 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nov 12 2025 13F-HR · kỳ Q3 2025

$84.38B · 9,529 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Jul 24 2025 13F-HR · kỳ Q2 2025

$79.44B · 9,904 danh mục nắm giữ được liệt kê · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q2 2026 · hồ sơ mới nhất Aug 12, 2026 · Phương pháp tính thay đổi

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