Hồ sơ lưu nhà quản lý · quý lưu trữ

Wealthfront Advisers LLC

Palo Alto, CA · CIK 1763921 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$45.56BGiá trị 13F được báo cáo

1,076Vị thế

55.8%Tỷ trọng top 10

23.30Danh mục nắm giữ hiệu lực

3.9%Doanh thu ước tính

+54Mới

−30Thoát 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 83.7% (-0.1pp)

Công nghệ 5.9% (-0.5pp)

Dịch vụ Truyền thông 1.9% (-0.1pp)

Hàng tiêu dùng chu kỳ 1.7% (-0.1pp)

Chăm sóc sức khỏe 1.6% (-0.1pp)

Công nghiệp 1.6% (+0.2pp)

Hàng tiêu dùng thiết yếu 1.2% (+0.2pp)

Năng lượng 0.9% (+0.3pp)

Tiện ích 0.7% (+0.1pp)

Bất động sản 0.4% (+0.0pp)

Vật liệu Cơ bản 0.4% (+0.1pp)

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

Danh mục đầu tư · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	VTI Vanguard Morningstar Total…	12.7%	$5.76B	17.97M	-0.3%	▼ Trim	2
2	VEA Vanguard FTSE Developed…	8.1%	$3.70B	57.69M	-1.7%	▼ Trim	2
3	SCHF Schwab International Equity…	6.3%	$2.88B	116.34M	+4.4%	▲ Add	2
4	IEMG iShares Core MSCI Emerging…	6.2%	$2.84B	40.69M	+4.6%	▲ Add	2
5	VWO Vanguard FTSE Emerging…	5.4%	$2.48B	45.92M	-3.1%	▼ Trim	2
6	ITOT iShares Core S&P Total U.S.…	4.5%	$2.05B	14.37M	+23.8%	▲ Add	2
7	VIG Vanguard Dividend…	4.2%	$1.93B	9.00M	-8.9%	▼ Trim	2
8	SCHB Schwab U.S. Broad Market ETF	2.9%	$1.32B	52.56M	-1.9%	▼ Trim	2
9	VTEB Vanguard Tax-Exempt Bond ETF	2.7%	$1.24B	24.91M	+3.1%	▲ Add	2
10	DGRO iShares Core Dividend…	2.7%	$1.22B	17.43M	+25.1%	▲ Add	2
11	LQD iShares iBoxx $ Investment…	2.6%	$1.17B	10.73M	-2.0%	▼ Trim	2
12	SCHP Schwab US TIPS ETF	2.0%	$911.26M	34.24M	-0.8%	▼ Trim	2
13	VNQ Vanguard Real Estate ETF	2.0%	$893.22M	10.07M	+0.3%	▲ Add	2
14	NVDA NVIDIA Corporation	1.7%	$761.04M	4.36M	+1.8%	▲ Add	2
15	VXF Vanguard Extended Market ETF	1.5%	$682.88M	3.32M	-2.3%	▼ Trim	2
16	VCIT Vanguard Intermediate-Term…	1.2%	$559.56M	6.76M	+22.7%	▲ Add	2
17	VOO Vanguard S&P 500 ETF	1.1%	$514.58M	861.15K	+6.0%	▲ Add	2
18	MUB iShares National Muni Bond…	1.0%	$471.60M	4.44M	-9.3%	▼ Trim	2
19	VB Vanguard Morningstar…	1.0%	$444.39M	1.70M	+8.2%	▲ Add	2
20	PWZ INVESCO EXCH TRADED FD TR II	0.9%	$415.59M	17.41M	-5.6%	▼ Trim	2
21	AAPL Apple Inc.	0.9%	$402.67M	1.59M	+0.6%	▲ Add	2
22	SCHD Schwab U.S. Dividend Equity…	0.9%	$392.94M	12.81M	-0.6%	▼ Trim	2
23	ESGU iShares ESG Aware MSCI USA…	0.8%	$374.23M	2.65M	+2.1%	▲ Add	2
24	CMF iShares California Muni…	0.8%	$352.52M	6.20M	+21.3%	▲ Add	2
25	MSFT Microsoft Corporation	0.6%	$290.26M	784.12K	-7.1%	▼ Trim	2
26	AMZN Amazon.com, Inc.	0.6%	$256.33M	1.23M	+3.0%	▲ Add	2
27	GOOGL Alphabet Inc.	0.5%	$243.47M	846.67K	+5.2%	▲ Add	2
28	VTIP Vanguard Short-Term…	0.5%	$242.51M	4.86M	+33.6%	▲ Add	2
29	SHV iShares Trust iShares 0-1…	0.5%	$226.08M	2.05M	+26.6%	▲ Add	2
30	VV Vanguard Morningstar…	0.5%	$220.72M	738.55K	+2.9%	▲ Add	2
31	ESGV Vanguard ESG U.S. Stock ETF	0.4%	$200.98M	1.79M	+13.6%	▲ Add	2
32	AVGO Broadcom Inc.	0.4%	$196.59M	635.17K	+3.7%	▲ Add	2
33	META Meta Platforms, Inc.	0.4%	$192.57M	336.58K	+0.6%	▲ Add	2
34	GOOG Alphabet Inc.	0.4%	$180.67M	629.81K	+5.1%	▲ Add	2
35	VWOB Vanguard Emerging Markets…	0.4%	$173.97M	2.65M	-2.6%	▼ Trim	2
36	FLRN State Street SPDR Bloomberg…	0.4%	$163.73M	5.32M	+7.8%	▲ Add	2
37	SPY State Street SPDR S&P 500…	0.3%	$159.01M	244.51K	-0.9%	▼ Trim	2
38	TSLA Tesla, Inc.	0.3%	$157.04M	422.44K	+3.4%	▲ Add	2
39	XLE State Street Energy Select…	0.3%	$152.14M	2.48M	+1.2%	▲ Add	2
40	VDE Vanguard Energy ETF	0.3%	$139.76M	807.65K	-3.4%	▼ Trim	2
41	SJNK State Street SPDR Bloomberg…	0.3%	$134.02M	5.37M	+46.5%	▲ Add	2
42	BND Vanguard Total Bond Market…	0.3%	$127.67M	1.73M	-1.1%	▼ Trim	2
43	FLTR VanEck IG Floating Rate ETF	0.3%	$116.27M	4.56M	-3.9%	▼ Trim	2
44	ESGD iShares ESG Aware MSCI EAFE…	0.3%	$115.56M	1.21M	-3.1%	▼ Trim	2
45	ESGE iShares ESG Aware MSCI EM…	0.2%	$113.88M	2.50M	-2.5%	▼ Trim	2
46	JPM JPMorgan Chase & Co.	0.2%	$108.76M	369.75K	+2.8%	▲ Add	2
47	LLY Eli Lilly and Company	0.2%	$108.03M	117.46K	+1.9%	▲ Add	2
48	QQQ Invesco QQQ Trust, Series 1	0.2%	$104.04M	180.26K	-2.4%	▼ Trim	2
49	BRK-B Berkshire Hathaway Inc.	0.2%	$103.36M	215.69K	+4.2%	▲ Add	2
50	SGOV iShares 0-3 Month Treasury…	0.2%	$99.91M	992.54K	+13.3%	▲ Add	2
51	GBIL Goldman Sachs Access…	0.2%	$91.32M	911.48K	-30.9%	▼ Trim	2
52	XONA.DE Exxon Mobil Corporation	0.2%	$84.91M	500.45K	+8.1%	▲ Add	2
53	JNJ Johnson & Johnson	0.2%	$84.33M	345.01K	+5.3%	▲ Add	2
54	SUSC iShares ESG Aware USD…	0.2%	$83.99M	3.63M	-1.6%	▼ Trim	2
55	SHY iShares 1-3 Year Treasury…	0.2%	$83.79M	1.01M	+35.8%	▲ Add	2
56	PLTR Palantir Technologies Inc.	0.2%	$82.55M	564.36K	+2.4%	▲ Add	2
57	SHYG iShares 0-5 Year High Yield…	0.2%	$81.74M	1.93M	-31.3%	▼ Trim	2
58	WMT Walmart Inc.	0.2%	$79.73M	641.51K	+8.6%	▲ Add	2
59	NFLX Netflix, Inc.	0.2%	$76.71M	797.82K	+4.2%	▲ Add	2
60	SCHO Schwab Short-Term U.S.…	0.2%	$72.29M	2.98M	-26.9%	▼ Trim	2
61	COST Costco Wholesale Corporation	0.1%	$66.00M	66.24K	+13.6%	▲ Add	2
62	AMD Advanced Micro Devices, Inc.	0.1%	$65.23M	320.63K	+8.7%	▲ Add	2
63	QQQM Invesco NASDAQ 100 ETF	0.1%	$61.69M	259.61K	+22.4%	▲ Add	2
64	NUDM NUSHARES ETF TR	0.1%	$59.13M	1.64M	+16.6%	▲ Add	2
65	V Visa Inc.	0.1%	$58.98M	195.15K	+2.0%	▲ Add	2
66	ONEQ Fidelity Nasdaq Composite…	0.1%	$58.58M	689.94K	+0.2%	▲ Add	2
67	IBIT iShares Bitcoin Trust ETF	0.1%	$56.11M	1.46M	+30.8%	▲ Add	2
68	MU Micron Technology, Inc.	0.1%	$55.68M	164.82K	+37.0%	▲ Add	2
69	HYLB Xtrackers USD High Yield…	0.1%	$55.53M	1.54M	+24.3%	▲ Add	2
70	GLD SPDR Gold Shares	0.1%	$54.17M	125.90K	-2.9%	▼ Trim	2
71	MA Mastercard Incorporated	0.1%	$53.98M	108.04K	+1.3%	▲ Add	2
72	CAT Caterpillar Inc.	0.1%	$52.97M	74.76K	+6.3%	▲ Add	2
73	CVX Chevron Corporation	0.1%	$49.53M	239.41K	+17.9%	▲ Add	2
74	VXUS Vanguard Total…	0.1%	$46.92M	608.49K	+24.8%	▲ Add	2
75	IWB iShares Russell 1000 ETF	0.1%	$46.05M	129.16K	+12.0%	▲ Add	2
76	BAC Bank of America Corporation	0.1%	$45.20M	927.09K	-0.9%	▼ Trim	2
77	GE GE Aerospace	0.1%	$44.84M	158.02K	+2.1%	▲ Add	2
78	VUG Vanguard Morningstar Growth…	0.1%	$44.69M	102.33K	-2.7%	▼ Trim	2
79	AMAT Applied Materials, Inc.	0.1%	$44.63M	130.58K	+16.1%	▲ Add	2
80	GS The Goldman Sachs Group…	0.1%	$44.27M	52.33K	+5.2%	▲ Add	2
81	T AT&T Inc.	0.1%	$44.19M	1.52M	+8.7%	▲ Add	2
82	USHY iShares Broad USD High…	0.1%	$43.73M	1.19M	-15.5%	▼ Trim	2
83	GLDM SPDR Gold MiniShares Trust	0.1%	$42.50M	458.52K	+29.6%	▲ Add	2
84	GLTR abrdn Physical Precious…	0.1%	$40.68M	185.98K	+21.9%	▲ Add	2
85	PEP PepsiCo, Inc.	0.1%	$40.49M	260.71K	+8.1%	▲ Add	2
86	HD The Home Depot, Inc.	0.1%	$40.16M	122.12K	+5.0%	▲ Add	2
87	ABBV AbbVie Inc.	0.1%	$39.79M	182.93K	+1.6%	▲ Add	2
88	LRCX Lam Research Corporation	0.1%	$39.78M	186.18K	+23.0%	▲ Add	2
89	SMH VanEck Semiconductor ETF	0.1%	$37.72M	98.37K	+4.9%	▲ Add	2
90	MRK Merck & Co., Inc.	0.1%	$37.44M	311.28K	+21.0%	▲ Add	2
91	PG The Procter & Gamble Company	0.1%	$36.11M	249.97K	+1.7%	▲ Add	2
92	KO The Coca-Cola Company	0.1%	$35.36M	464.92K	+2.9%	▲ Add	2
93	CSCO Cisco Systems, Inc.	0.1%	$35.11M	452.49K	+8.3%	▲ Add	2
94	GEV GE Vernova Inc.	0.1%	$34.57M	39.61K	+8.7%	▲ Add	2
95	GILD Gilead Sciences, Inc.	0.1%	$34.07M	244.49K	+2.7%	▲ Add	2
96	WFC Wells Fargo & Company	0.1%	$33.61M	422.13K	-3.6%	▼ Trim	2
97	VZ Verizon Communications Inc.	0.1%	$33.52M	667.73K	+7.8%	▲ Add	2
98	PM Philip Morris International…	0.1%	$33.06M	199.97K	+3.5%	▲ Add	2
99	ORCL Oracle Corporation	0.1%	$32.82M	223.08K	+3.0%	▲ Add	2
100	NUEM NUSHARES ETF TR	0.1%	$32.65M	888.76K	+7.9%	▲ Add	2
101	BIV Vanguard Intermediate-Term…	0.1%	$32.58M	422.18K	+7.4%	▲ Add	2
102	IBM International Business…	0.1%	$32.52M	134.15K	+2.7%	▲ Add	2
103	TJX The TJX Companies, Inc.	0.1%	$32.52M	203.60K	+11.7%	▲ Add	2
104	AMGN Amgen Inc.	0.1%	$31.86M	90.56K	+10.1%	▲ Add	2
105	LIN Linde plc	0.1%	$30.88M	62.28K	+29.3%	▲ Add	2
106	XLK State Street Technology…	0.1%	$30.11M	226.57K	+1.5%	▲ Add	2
107	MS Morgan Stanley	0.1%	$29.08M	176.67K	+8.4%	▲ Add	2
108	MCD McDonald's Corporation	0.1%	$28.53M	91.80K	+2.5%	▲ Add	2
109	RTX RTX Corporation	0.1%	$28.32M	146.83K	+6.6%	▲ Add	2
110	KLAC KLA Corporation	0.1%	$28.15M	19.12K	+11.4%	▲ Add	2
111	COP ConocoPhillips	0.1%	$26.94M	204.09K	+14.4%	▲ Add	2
112	UNH UnitedHealth Group…	0.1%	$26.74M	98.80K	+2.7%	▲ Add	2
113	AXP American Express Company	0.1%	$26.42M	87.35K	-0.2%	▼ Trim	2
114	INTC Intel Corp.	0.1%	$26.04M	590.06K	+33.1%	▲ Add	2
115	BMY Bristol-Myers Squibb Company	0.1%	$25.94M	427.75K	+20.4%	▲ Add	2
116	VGLT Vanguard Long-Term Treasury…	0.1%	$25.78M	465.80K	-4.1%	▼ Trim	2
117	MGK Vanguard Morningstar Mega…	0.1%	$25.63M	69.76K	+10.6%	▲ Add	2
118	C Citigroup Inc.	0.1%	$25.63M	225.97K	+8.6%	▲ Add	2
119	SLV iShares Silver Trust	0.1%	$25.61M	375.83K	+17.9%	▲ Add	2
120	MCK McKesson Corporation	0.1%	$24.20M	27.96K	+5.7%	▲ Add	2
121	VGT Vanguard Information…	0.1%	$23.46M	33.63K	+6.4%	▲ Add	2
122	PFE Pfizer Inc.	0.1%	$23.15M	824.35K	+19.5%	▲ Add	2
123	MPC Marathon Petroleum…	0.1%	$23.12M	94.70K	-0.7%	▼ Trim	2
124	VT Vanguard Total World Stock…	0.1%	$23.08M	166.87K	+23.8%	▲ Add	2
125	CL Colgate-Palmolive Company	0.0%	$22.45M	263.38K	+9.2%	▲ Add	2
126	NEE NextEra Energy, Inc.	0.0%	$22.32M	240.29K	+16.7%	▲ Add	2
127	APH Amphenol Corporation	0.0%	$22.27M	176.26K	+4.8%	▲ Add	2
128	BIL State Street SPDR Bloomberg…	0.0%	$22.16M	241.85K	+23.5%	▲ Add	2
129	ISRG Intuitive Surgical, Inc.	0.0%	$22.12M	47.99K	+3.7%	▲ Add	2
130	HWM Howmet Aerospace Inc.	0.0%	$21.32M	92.53K	+2.9%	▲ Add	2
131	DUK Duke Energy Corporation	0.0%	$21.27M	162.45K	+5.6%	▲ Add	2
132	CRM Salesforce, Inc.	0.0%	$21.21M	113.64K	+5.4%	▲ Add	2
133	UBER Uber Technologies, Inc.	0.0%	$21.11M	293.48K	-4.5%	▼ Trim	2
134	KMB Kimberly-Clark Corporation	0.0%	$21.07M	218.37K	+37.3%	▲ Add	2
135	EMB iShares J.P. Morgan USD…	0.0%	$20.99M	223.47K	+2.1%	▲ Add	2
136	NEM Newmont Corporation	0.0%	$20.80M	192.15K	+29.1%	▲ Add	2
137	ADI Analog Devices, Inc.	0.0%	$20.74M	65.20K	+28.0%	▲ Add	2
138	VRTX Vertex Pharmaceuticals…	0.0%	$20.72M	46.40K	+7.5%	▲ Add	2
139	ETN Eaton Corporation plc	0.0%	$20.71M	57.92K	+6.8%	▲ Add	2
140	ANET Arista Networks, Inc.	0.0%	$20.51M	167.08K	+12.1%	▲ Add	2
141	STX Seagate Technology Holdings…	0.0%	$20.51M	52.35K	+17.8%	▲ Add	2
142	MO Altria Group, Inc.	0.0%	$20.46M	310.05K	+6.0%	▲ Add	2
143	VLO Valero Energy Corporation	0.0%	$20.42M	82.63K	+0.5%	▲ Add	2
144	HON Honeywell International Inc.	0.0%	$20.13M	89.07K	+16.6%	▲ Add	2
145	BLK BlackRock, Inc.	0.0%	$20.12M	20.92K	+1.7%	▲ Add	2
146	LOW Lowe's Companies, Inc.	0.0%	$19.84M	83.97K	-0.8%	▼ Trim	2
147	WBD Warner Bros. Discovery, Inc.	0.0%	$19.76M	719.62K	+1.9%	▲ Add	2
148	SO The Southern Company	0.0%	$19.70M	204.15K	+24.0%	▲ Add	2
149	CME CME Group Inc.	0.0%	$19.58M	66.30K	+2.1%	▲ Add	2
150	TXN Texas Instruments…	0.0%	$19.46M	100.22K	+26.7%	▲ Add	2
151	ETHA iShares Ethereum Trust ETF	0.0%	$19.43M	1.23M	+42.5%	▲ Add	2
152	WM Waste Management, Inc.	0.0%	$19.02M	82.75K	+31.6%	▲ Add	2
153	AMT American Tower Corporation	0.0%	$18.81M	109.01K	+11.3%	▲ Add	2
154	OXY Occidental Petroleum…	0.0%	$18.80M	289.17K	-2.4%	▼ Trim	2
155	DE Deere & Company	0.0%	$18.57M	32.96K	+11.6%	▲ Add	2
156	DG Dollar General Corporation	0.0%	$18.56M	156.35K	+53.0%	▲ Add	2
157	O Realty Income Corporation	0.0%	$18.50M	302.43K	+7.4%	▲ Add	2
158	JEPQ JPMorgan Nasdaq Equity…	0.0%	$18.43M	332.01K	+13.2%	▲ Add	2
159	GBTC Grayscale Bitcoin Trust ETF	0.0%	$18.00M	341.13K	-3.8%	▼ Trim	2
160	EXC Exelon Corporation	0.0%	$17.55M	357.95K	+6.1%	▲ Add	2
161	PGR The Progressive Corporation	0.0%	$17.46M	88.05K	+14.9%	▲ Add	2
162	COF Capital One Financial…	0.0%	$17.26M	94.62K	-11.7%	▼ Trim	2
163	WELL Welltower Inc.	0.0%	$17.22M	87.08K	+5.9%	▲ Add	2
164	SCHW The Charles Schwab…	0.0%	$17.17M	182.74K	+6.0%	▲ Add	2
165	ED Consolidated Edison, Inc.	0.0%	$17.09M	150.99K	+5.8%	▲ Add	2
166	CB Chubb Limited	0.0%	$17.06M	52.33K	+7.2%	▲ Add	2
167	ETR Entergy Corporation	0.0%	$17.02M	151.50K	+0.9%	▲ Add	2
168	USB U.S. Bancorp	0.0%	$16.93M	325.52K	+16.7%	▲ Add	2
169	SYK Stryker Corporation	0.0%	$16.68M	50.76K	+27.8%	▲ Add	2
170	LMT Lockheed Martin Corporation	0.0%	$16.52M	27.33K	+18.8%	▲ Add	2
171	PLD Prologis, Inc.	0.0%	$16.37M	123.82K	+8.7%	▲ Add	2
172	TMUS T-Mobile US, Inc.	0.0%	$16.21M	77.19K	+21.5%	▲ Add	2
173	VRT Vertiv Holdings Co	0.0%	$15.91M	63.48K	+10.7%	▲ Add	2
174	SOXX iShares Semiconductor ETF	0.0%	$15.89M	48.34K	+20.4%	▲ Add	2
175	VTV Vanguard Morningstar Value…	0.0%	$15.87M	80.90K	+0.1%	▲ Add	2
176	TMO Thermo Fisher Scientific…	0.0%	$15.86M	32.27K	+14.7%	▲ Add	2
177	AEP American Electric Power…	0.0%	$15.79M	120.43K	+1.9%	▲ Add	2
178	PH Parker-Hannifin Corporation	0.0%	$15.78M	17.63K	+9.3%	▲ Add	2
179	BA The Boeing Company	0.0%	$15.63M	78.54K	+0.1%	▲ Add	2
180	NOC Northrop Grumman Corporation	0.0%	$15.63M	22.90K	+5.6%	▲ Add	2
181	APP AppLovin Corporation	0.0%	$15.46M	38.83K	+3.5%	▲ Add	2
182	KR The Kroger Co.	0.0%	$15.40M	212.89K	+26.0%	▲ Add	2
183	WMB The Williams Companies, Inc.	0.0%	$15.31M	210.32K	+2.1%	▲ Add	2
184	JEPI JPMorgan Equity Premium…	0.0%	$15.16M	267.42K	+30.9%	▲ Add	2
185	UNP Union Pacific Corporation	0.0%	$15.12M	62.31K	+10.9%	▲ Add	2
186	VEU Vanguard FTSE All-World…	0.0%	$15.05M	200.41K	+40.4%	▲ Add	2
187	D Dominion Energy, Inc.	0.0%	$15.00M	242.62K	+3.3%	▲ Add	2
188	QCOM QUALCOMM Incorporated	0.0%	$14.97M	116.21K	-4.6%	▼ Trim	2
189	SPGI S&P Global Inc.	0.0%	$14.96M	35.17K	-15.1%	▼ Trim	2
190	CMS CMS Energy Corporation	0.0%	$14.96M	192.79K	+11.2%	▲ Add	2
191	NOW ServiceNow, Inc.	0.0%	$14.91M	142.66K	+0.3%	▲ Add	2
192	ITW Illinois Tool Works Inc.	0.0%	$14.57M	55.98K	+11.3%	▲ Add	2
193	FANG Diamondback Energy, Inc.	0.0%	$14.54M	73.50K	+2.1%	▲ Add	2
194	ORLY O'Reilly Automotive, Inc.	0.0%	$14.51M	157.19K	0.0%	▲ Add	2
195	GIS General Mills, Inc.	0.0%	$14.49M	389.26K	+16.6%	▲ Add	2
196	ADBE Adobe Inc.	0.0%	$14.42M	59.32K	+7.5%	▲ Add	2
197	PWR Quanta Services, Inc.	0.0%	$14.33M	26.10K	+6.3%	▲ Add	2
198	SPG Simon Property Group, Inc.	0.0%	$14.17M	75.99K	-2.8%	▼ Trim	2
199	SNDK Sandisk Corporation	0.0%	$14.02M	22.07K	+1100.2%	▲ Add	2
200	ADP Automatic Data Processing…	0.0%	$13.96M	68.73K	+25.8%	▲ Add	2
201	COR Cencora, Inc.	0.0%	$13.92M	44.31K	-10.6%	▼ Trim	2
202	KMI Kinder Morgan, Inc.	0.0%	$13.81M	411.81K	+5.7%	▲ Add	2
203	HSY The Hershey Company	0.0%	$13.35M	64.23K	+0.5%	▲ Add	2
204	EVRG Evergy, Inc.	0.0%	$13.32M	162.66K	+5.5%	▲ Add	2
205	CVS CVS Health Corp.	0.0%	$13.04M	181.52K	-14.5%	▼ Trim	2
206	PSX Phillips 66	0.0%	$13.03M	71.50K	+1.4%	▲ Add	2
207	VCEB VANGUARD WORLD FD	0.0%	$12.98M	206.54K	+135.7%	▲ Add	2
208	TGT Target Corporation	0.0%	$12.96M	106.89K	+52.0%	▲ Add	2
209	SPYD State Street SPDR Portfolio…	0.0%	$12.86M	282.43K	-1.2%	▼ Trim	2
210	FE FirstEnergy Corp.	0.0%	$12.85M	253.70K	+16.6%	▲ Add	2
211	TPL Texas Pacific Land…	0.0%	$12.84M	27.06K	+0.9%	▲ Add	2
212	RSG Republic Services, Inc.	0.0%	$12.81M	58.48K	+3.8%	▲ Add	2
213	TFC Truist Financial Corporation	0.0%	$12.76M	277.63K	+14.8%	▲ Add	2
214	PCAR PACCAR Inc	0.0%	$12.71M	110.06K	+1.4%	▲ Add	2
215	WEC WEC Energy Group, Inc.	0.0%	$12.68M	109.53K	+7.7%	▲ Add	2
216	DVN Devon Energy Corporation	0.0%	$12.64M	251.16K	+1.2%	▲ Add	2
217	GLW Corning Inc	0.0%	$12.57M	92.42K	+36.2%	▲ Add	2
218	DIS The Walt Disney Company	0.0%	$12.53M	130.05K	+4.2%	▲ Add	2
219	ES Eversource Energy	0.0%	$12.41M	179.19K	+0.7%	▲ Add	2
220	WDC Western Digital Corporation	0.0%	$12.40M	45.85K	+37.5%	▲ Add	2
221	RKLB Rocket Lab USA, Inc.	0.0%	$12.30M	191.53K	+62.8%	▲ Add	2
222	CAH Cardinal Health, Inc.	0.0%	$12.29M	58.18K	+1.5%	▲ Add	2
223	DHI D.R. Horton, Inc.	0.0%	$12.27M	89.42K	-0.9%	▼ Trim	2
224	TT Trane Technologies plc	0.0%	$12.18M	29.23K	+4.0%	▲ Add	2
225	ABT Abbott Laboratories	0.0%	$12.11M	117.99K	-28.0%	▼ Trim	2
226	HOOD Robinhood Markets, Inc.	0.0%	$11.98M	172.90K	+9.4%	▲ Add	2
227	HCA HCA Healthcare, Inc.	0.0%	$11.93M	25.20K	-16.8%	▼ Trim	2
228	PANW Palo Alto Networks, Inc.	0.0%	$11.91M	74.27K	+10.9%	▲ Add	2
229	TLT iShares 20+ Year Treasury…	0.0%	$11.85M	136.72K	+19.9%	▲ Add	2
230	PNC The PNC Financial Services…	0.0%	$11.84M	56.88K	+6.9%	▲ Add	2
231	AWK American Water Works…	0.0%	$11.79M	86.64K	-8.2%	▼ Trim	2
232	CHD Church & Dwight Co., Inc.	0.0%	$11.72M	125.56K	+8.3%	▲ Add	2
233	CCI Crown Castle Inc.	0.0%	$11.70M	143.92K	-14.8%	▼ Trim	2
234	RF Regions Financial…	0.0%	$11.68M	447.31K	+1.3%	▲ Add	2
235	XEL Xcel Energy Inc.	0.0%	$11.65M	146.61K	+5.5%	▲ Add	2
236	DOW Dow Inc.	0.0%	$11.62M	278.99K	+28.7%	▲ Add	2
237	BNY Bank of New York Mellon Corp	0.0%	$11.57M	97.49K	-0.9%	▼ Trim	2
238	CFG Citizens Financial Group…	0.0%	$11.56M	192.79K	-1.0%	▼ Trim	2
239	CEG Constellation Energy…	0.0%	$11.53M	41.27K	-5.6%	▼ Trim	2
240	CBOE Cboe Global Markets, Inc.	0.0%	$11.50M	40.92K	+1.0%	▲ Add	2
241	PPL PPL Corporation	0.0%	$11.49M	300.72K	+27.1%	▲ Add	2
242	FCX Freeport-McMoRan Inc.	0.0%	$11.46M	194.88K	+31.6%	▲ Add	2
243	MAR Marriott International, Inc.	0.0%	$11.42M	34.90K	+8.8%	▲ Add	2
244	MDLZ Mondelez International, Inc.	0.0%	$11.35M	196.98K	-9.2%	▼ Trim	2
245	BX Blackstone Inc.	0.0%	$11.32M	98.47K	+29.5%	▲ Add	2
246	SLB Slb N.V.	0.0%	$11.30M	219.81K	+4.3%	▲ Add	2
247	PHM PulteGroup, Inc.	0.0%	$11.23M	95.51K	-0.1%	▼ Trim	2
248	COIN Coinbase Global, Inc.	0.0%	$11.07M	63.40K	-4.0%	▼ Trim	2
249	RKT Rocket Companies, Inc.	0.0%	$10.92M	766.57K	-1.9%	▼ Trim	2
250	ACN Accenture plc	0.0%	$10.83M	54.64K	-15.9%	▼ Trim	2
251	RCL Royal Caribbean Cruises Ltd.	0.0%	$10.81M	39.28K	+2.8%	▲ Add	2
252	VYMI Vanguard International High…	0.0%	$10.76M	114.20K	+9.4%	▲ Add	2
253	FDX FedEx Corporation	0.0%	$10.75M	30.19K	+6.1%	▲ Add	2
254	INTU Intuit Inc.	0.0%	$10.75M	24.86K	-43.9%	▼ Trim	2
255	UPS United Parcel Service, Inc.	0.0%	$10.73M	109.07K	+0.5%	▲ Add	2
256	MCO Moody's Corporation	0.0%	$10.72M	24.58K	+20.1%	▲ Add	2
257	GM General Motors Company	0.0%	$10.70M	143.59K	+15.1%	▲ Add	2
258	CRWD CrowdStrike Holdings, Inc.	0.0%	$10.66M	27.31K	+0.2%	▲ Add	2
259	ECL Ecolab Inc.	0.0%	$10.62M	39.94K	+25.1%	▲ Add	2
260	ARKK ARK Innovation ETF	0.0%	$10.57M	156.38K	+2.1%	▲ Add	2
261	DASH DoorDash, Inc.	0.0%	$10.53M	70.13K	-8.6%	▼ Trim	2
262	IDXX IDEXX Laboratories, Inc.	0.0%	$10.45M	18.60K	+10.0%	▲ Add	2
263	FITB Fifth Third Bancorp	0.0%	$10.34M	222.48K	+17.9%	▲ Add	2
264	VST Vistra Corp.	0.0%	$10.17M	67.68K	+0.7%	▲ Add	2
265	F Ford Motor Company	0.0%	$10.16M	880.66K	+0.4%	▲ Add	2
266	MGV Vanguard Morningstar Mega…	0.0%	$10.03M	69.19K	+7.6%	▲ Add	2
267	AEE Ameren Corporation	0.0%	$10.02M	91.12K	+28.4%	▲ Add	2
268	GWW W.W. Grainger, Inc.	0.0%	$9.98M	9.15K	+2.4%	▲ Add	2
269	ROST Ross Stores, Inc.	0.0%	$9.94M	45.87K	+15.5%	▲ Add	2
270	EXPE Expedia Group, Inc.	0.0%	$9.93M	43.01K	+73.7%	▲ Add	2
271	DELL Dell Technologies Inc.	0.0%	$9.92M	60.42K	+14.3%	▲ Add	2
272	ELV Elevance Health Inc.	0.0%	$9.91M	33.85K	-23.2%	▼ Trim	2
273	FAST Fastenal Company	0.0%	$9.76M	210.38K	+9.9%	▲ Add	2
274	PRU Prudential Financial, Inc.	0.0%	$9.69M	99.17K	+22.8%	▲ Add	2
275	ADM Archer-Daniels-Midland…	0.0%	$9.69M	133.25K	+1.0%	▲ Add	2
276	DAL Delta Air Lines, Inc.	0.0%	$9.67M	145.50K	+1.7%	▲ Add	2
277	MMM 3M Company	0.0%	$9.67M	66.55K	-12.0%	▼ Trim	2
278	GD General Dynamics Corporation	0.0%	$9.61M	28.00K	+4.1%	▲ Add	2
279	MSI Motorola Solutions, Inc.	0.0%	$9.58M	22.08K	+44.0%	▲ Add	2
280	IBKR Interactive Brokers Group…	0.0%	$9.55M	142.34K	+13.7%	▲ Add	2
281	MPWR Monolithic Power Systems…	0.0%	$9.55M	8.73K	+13.8%	▲ Add	2
282	JCI Johnson Controls…	0.0%	$9.52M	72.72K	+9.4%	▲ Add	2
283	BOTZ Global X - Robotics &…	0.0%	$9.52M	286.46K	+10.3%	▲ Add	2
284	TER Teradyne, Inc.	0.0%	$9.51M	32.08K	+9.3%	▲ Add	2
285	CNC Centene Corp.	0.0%	$9.50M	290.23K	-11.2%	▼ Trim	2
286	LYB LyondellBasell Industries…	0.0%	$9.48M	117.67K	+31.9%	▲ Add	2
287	GDX VanEck Gold Miners ETF	0.0%	$9.47M	103.20K	+13.8%	▲ Add	2
288	HLT Hilton Worldwide Holdings…	0.0%	$9.38M	30.83K	+3.9%	▲ Add	2
289	MRSH Marsh & McLennan Companies…	0.0%	$9.36M	53.95K	+2.8%	▲ Add	2
290	DHR Danaher Corporation	0.0%	$9.27M	48.91K	-17.6%	▼ Trim	2
291	CTAS Cintas Corporation	0.0%	$9.26M	54.78K	+17.9%	▲ Add	2
292	BKR Baker Hughes Company	0.0%	$9.18M	150.44K	+4.6%	▲ Add	2
293	SBUX Starbucks Corporation	0.0%	$9.13M	101.88K	+33.4%	▲ Add	2
294	CMI Cummins Inc.	0.0%	$9.12M	16.96K	+33.4%	▲ Add	2
295	EXR Extra Space Storage Inc.	0.0%	$9.09M	69.35K	+10.6%	▲ Add	2
296	UAL United Airlines Holdings…	0.0%	$9.09M	98.77K	-1.9%	▼ Trim	2
297	TDG TransDigm Group Incorporated	0.0%	$8.98M	7.75K	+12.8%	▲ Add	2
298	CDNS Cadence Design Systems, Inc.	0.0%	$8.95M	32.22K	+8.7%	▲ Add	2
299	AVUV Avantis U.S. Small Cap…	0.0%	$8.95M	81.00K	+12.4%	▲ Add	2
300	STT State Street Corporation	0.0%	$8.89M	70.21K	+5.6%	▲ Add	2
301	OKE ONEOK, Inc.	0.0%	$8.87M	98.13K	+9.6%	▲ Add	2
302	DLR Digital Realty Trust, Inc.	0.0%	$8.83M	48.98K	+3.8%	▲ Add	2
303	FTNT Fortinet, Inc.	0.0%	$8.79M	107.53K	+16.4%	▲ Add	2
304	CVNA Carvana Co.	0.0%	$8.78M	27.92K	+2.0%	▲ Add	2
305	SYF Synchrony Financial	0.0%	$8.73M	128.38K	+2.8%	▲ Add	2
306	VRSK Verisk Analytics, Inc.	0.0%	$8.62M	45.44K	+43.8%	▲ Add	2
307	KEY KeyCorp	0.0%	$8.60M	428.97K	+5.8%	▲ Add	2
308	SCHH Schwab U.S. REIT ETF	0.0%	$8.55M	397.97K	+17.3%	▲ Add	2
309	ALL The Allstate Corporation	0.0%	$8.46M	40.81K	+5.9%	▲ Add	2
310	SNPS Synopsys, Inc.	0.0%	$8.46M	21.33K	+10.8%	▲ Add	2
311	DLTR Dollar Tree, Inc.	0.0%	$8.43M	76.98K	+13.7%	▲ Add	2
312	CIEN Ciena Corporation	0.0%	$8.42M	21.70K	+730.7%	▲ Add	2
313	XAR State Street SPDR S&P…	0.0%	$8.41M	33.12K	+23.0%	▲ Add	2
314	MTB M&T Bank Corporation	0.0%	$8.39M	40.59K	-0.1%	▼ Trim	2
315	CNP CenterPoint Energy, Inc.	0.0%	$8.36M	193.71K	+27.6%	▲ Add	2
316	CTVA Corteva, Inc.	0.0%	$8.34M	99.64K	+4.0%	▲ Add	2
317	CMCSA Comcast Corporation	0.0%	$8.13M	283.13K	+88.2%	▲ Add	2
318	PAYX Paychex, Inc.	0.0%	$8.10M	87.92K	+245.0%	▲ Add	2
319	ICE Intercontinental Exchange…	0.0%	$8.01M	50.94K	-4.1%	▼ Trim	2
320	GRMN Garmin Ltd.	0.0%	$8.00M	34.48K	+8.1%	▲ Add	2
321	PSA Public Storage	0.0%	$7.96M	29.40K	+26.3%	▲ Add	2
322	HAL Halliburton Company	0.0%	$7.89M	202.48K	+1.9%	▲ Add	2
323	HBAN Huntington Bancshares…	0.0%	$7.88M	503.45K	-5.2%	▼ Trim	2
324	AME AMETEK, Inc.	0.0%	$7.85M	36.63K	+13.4%	▲ Add	2
325	VICI VICI Properties Inc.	0.0%	$7.73M	283.08K	+8.1%	▲ Add	2
326	SHW The Sherwin-Williams Company	0.0%	$7.72M	24.09K	-18.4%	▼ Trim	2
327	BE Bloom Energy Corporation	0.0%	$7.61M	56.16K	+1811.4%	▲ Add	2
328	MRVL Marvell Technology, Inc.	0.0%	$7.54M	76.17K	+8.6%	▲ Add	2
329	WAB Westinghouse Air Brake…	0.0%	$7.49M	29.98K	+12.2%	▲ Add	2
330	MDT Medtronic plc	0.0%	$7.47M	86.26K	-5.0%	▼ Trim	2
331	BKNG Booking Holdings Inc.	0.0%	$7.39M	1.75K	+5.0%	▲ Add	2
332	EOG EOG Resources, Inc.	0.0%	$7.35M	50.85K	+7.6%	▲ Add	2
333	LNT Alliant Energy Corporation	0.0%	$7.33M	102.16K	+8.3%	▲ Add	2
334	EMR Emerson Electric Co.	0.0%	$7.28M	55.59K	-11.9%	▼ Trim	2
335	KHC The Kraft Heinz Company	0.0%	$7.24M	322.12K	+21.3%	▲ Add	2
336	VBR Vanguard Morningstar…	0.0%	$7.21M	33.20K	+7.2%	▲ Add	2
337	TRV The Travelers Companies…	0.0%	$7.20M	24.69K	+4.0%	▲ Add	2
338	SNA Snap-on Incorporated	0.0%	$7.18M	19.76K	+2.5%	▲ Add	2
339	MNST Monster Beverage Corporation	0.0%	$7.14M	98.58K	-0.2%	▼ Trim	2
340	IRM Iron Mountain Incorporated	0.0%	$7.13M	69.79K	+3.5%	▲ Add	2
341	RING ISHARES INC	0.0%	$7.11M	89.96K	+18.8%	▲ Add	2
342	HIG The Hartford Insurance…	0.0%	$7.07M	52.25K	+21.3%	▲ Add	2
343	KEYS Keysight Technologies, Inc.	0.0%	$6.98M	24.72K	+56.5%	▲ Add	2
344	LHX L3Harris Technologies, Inc.	0.0%	$6.93M	20.09K	+54.6%	▲ Add	2
345	TPR Tapestry, Inc.	0.0%	$6.91M	48.98K	-0.9%	▼ Trim	2
346	IP International Paper Company	0.0%	$6.91M	193.58K	+15.8%	▲ Add	2
347	ARKQ ARK ETF TR	0.0%	$6.87M	61.12K	+12.4%	▲ Add	2
348	GL Globe Life Inc.	0.0%	$6.85M	49.72K	-0.1%	▼ Trim	2
349	WT WisdomTree, Inc.	0.0%	$6.83M	135.76K	+30.6%	▲ Add	2
350	AFL Aflac Incorporated	0.0%	$6.83M	62.21K	-2.9%	▼ Trim	2
351	NSC Norfolk Southern Corporation	0.0%	$6.81M	23.71K	+31.0%	▲ Add	2
352	URI United Rentals, Inc.	0.0%	$6.77M	9.29K	+8.1%	▲ Add	2
353	MAA Mid-America Apartment…	0.0%	$6.75M	55.30K	+57.3%	▲ Add	2
354	EBAY eBay Inc.	0.0%	$6.75M	74.19K	-0.6%	▼ Trim	2
355	SBAC SBA Communications…	0.0%	$6.75M	39.20K	-9.4%	▼ Trim	2
356	TEL TE Connectivity plc	0.0%	$6.71M	32.08K	-10.2%	▼ Trim	2
357	IXN iShares Global Tech ETF	0.0%	$6.69M	66.89K	-2.9%	▼ Trim	2
358	XME State Street SPDR S&P…	0.0%	$6.67M	61.78K	+13.6%	▲ Add	2
359	ODFL Old Dominion Freight Line…	0.0%	$6.65M	34.02K	+17.1%	▲ Add	2
360	LNG Cheniere Energy, Inc.	0.0%	$6.63M	23.36K	-0.8%	▼ Trim	2
361	SYY Sysco Corporation	0.0%	$6.60M	92.59K	+0.8%	▲ Add	2
362	LITE Lumentum Holdings Inc.	0.0%	$6.58M	9.36K	+1196.0%	▲ Add	2
363	MGC Vanguard Morningstar Mega…	0.0%	$6.53M	27.61K	-10.1%	▼ Trim	2
364	NET Cloudflare, Inc.	0.0%	$6.48M	31.42K	-12.6%	▼ Trim	2
365	REGN Regeneron Pharmaceuticals…	0.0%	$6.45M	8.34K	+2.5%	▲ Add	2
366	AMP Ameriprise Financial, Inc.	0.0%	$6.41M	14.42K	-6.7%	▼ Trim	2
367	AJG Arthur J. Gallagher & Co.	0.0%	$6.31M	29.12K	-10.0%	▼ Trim	2
368	IT Gartner, Inc.	0.0%	$6.29M	39.70K	+114.1%	▲ Add	2
369	DIV GLOBAL X FDS	0.0%	$6.28M	332.11K	-2.0%	▼ Trim	2
370	APO Apollo Global Management…	0.0%	$6.28M	56.33K	+20.3%	▲ Add	2
371	TROW T. Rowe Price Group, Inc.	0.0%	$6.25M	69.35K	+5.7%	▲ Add	2
372	DOV Dover Corporation	0.0%	$6.22M	29.84K	+8.7%	▲ Add	2
373	BSX Boston Scientific…	0.0%	$6.22M	99.10K	-21.5%	▼ Trim	2
374	YUM Yum! Brands, Inc.	0.0%	$6.18M	39.74K	+6.2%	▲ Add	2
375	PFG Principal Financial Group…	0.0%	$6.16M	68.41K	+8.3%	▲ Add	2
376	EA Electronic Arts Inc.	0.0%	$6.15M	30.18K	+6.8%	▲ Add	2
377	AZO AutoZone, Inc.	0.0%	$6.15M	1.82K	+13.5%	▲ Add	2
378	EAGG iShares ESG Aware U.S.…	0.0%	$6.14M	129.04K	-0.1%	▼ Trim	2
379	KVUE Kenvue Inc.	0.0%	$6.10M	354.07K	+15.4%	▲ Add	2
380	VBK Vanguard Morningstar…	0.0%	$6.08M	20.13K	+6.7%	▲ Add	2
381	L Loews Corporation	0.0%	$6.07M	56.84K	+3.0%	▲ Add	2
382	TRGP Targa Resources Corp.	0.0%	$6.06M	24.19K	+25.6%	▲ Add	2
383	CSX CSX Corporation	0.0%	$6.05M	147.49K	+15.1%	▲ Add	2
384	RSP Invesco S&P 500 Equal…	0.0%	$5.99M	31.18K	+15.7%	▲ Add	2
385	EIX Edison International	0.0%	$5.98M	81.73K	+50.6%	▲ Add	2
386	VTR Ventas, Inc.	0.0%	$5.86M	71.67K	+1.3%	▲ Add	2
387	EL The Estée Lauder Companies…	0.0%	$5.83M	81.24K	+21.0%	▲ Add	2
388	IAU iShares Gold Trust	0.0%	$5.83M	66.08K	+44.8%	▲ Add	2
389	CTRA Coterra Energy Inc.	0.0%	$5.80M	165.09K	+1.2%	▲ Add	2
390	WTW Willis Towers Watson Public…	0.0%	$5.67M	19.49K	+12.9%	▲ Add	2
391	TSN Tyson Foods, Inc.	0.0%	$5.66M	88.29K	+1.4%	▲ Add	2
392	WPC W. P. Carey Inc.	0.0%	$5.65M	83.18K	-2.1%	▼ Trim	2
393	VGK Vanguard FTSE Europe ETF	0.0%	$5.64M	68.39K	+3.5%	▲ Add	2
394	UNM Unum Group	0.0%	$5.63M	77.13K	-2.1%	▼ Trim	2
395	AIG American International…	0.0%	$5.57M	74.04K	-0.9%	▼ Trim	2
396	NUE Nucor Corporation	0.0%	$5.56M	32.87K	+2.1%	▲ Add	2
397	APD Air Products and Chemicals…	0.0%	$5.54M	19.07K	+18.4%	▲ Add	2
398	HUBB Hubbell Incorporated	0.0%	$5.47M	11.14K	+2.3%	▲ Add	2
399	MCHI iShares MSCI China ETF	0.0%	$5.46M	97.18K	+5.5%	▲ Add	2
400	VCSH Vanguard Short-Term…	0.0%	$5.37M	67.70K	-7.9%	▼ Trim	2
401	MCHP Microchip Technology…	0.0%	$5.37M	83.05K	+0.2%	▲ Add	2
402	URA Global X - Uranium ETF	0.0%	$5.36M	110.62K	+29.7%	▲ Add	2
403	EQIX Equinix, Inc.	0.0%	$5.35M	5.46K	+24.1%	▲ Add	2
404	BNDX Vanguard Total…	0.0%	$5.31M	110.49K	+31.7%	▲ Add	2
405	NI NiSource Inc	0.0%	$5.30M	113.60K	+20.8%	▲ Add	2
406	ACGL Arch Capital Group Ltd.	0.0%	$5.30M	55.20K	-15.7%	▼ Trim	2
407	EMXC iShares MSCI Emerging…	0.0%	$5.28M	67.11K	+27.2%	▲ Add	2
408	CARR Carrier Global Corporation	0.0%	$5.22M	92.74K	+12.7%	▲ Add	2
409	BURL Burlington Stores, Inc.	0.0%	$5.22M	16.04K	+45.6%	▲ Add	2
410	GDDY GoDaddy Inc.	0.0%	$5.22M	63.12K	+111.2%	▲ Add	2
411	CPRT Copart, Inc.	0.0%	$5.20M	156.56K	-4.0%	▼ Trim	2
412	SCHA Schwab U.S. Small-Cap ETF	0.0%	$5.16M	177.43K	+3.6%	▲ Add	2
413	XLU State Street Utilities…	0.0%	$5.13M	111.74K	+40.3%	▲ Add	2
414	ITA iShares U.S. Aerospace &…	0.0%	$5.12M	23.39K	+47.3%	▲ Add	2
415	NDAQ Nasdaq, Inc.	0.0%	$5.07M	59.67K	+29.3%	▲ Add	2
416	AON Aon plc	0.0%	$5.06M	15.67K	+8.8%	▲ Add	2
417	FTV Fortive Corporation	0.0%	$5.05M	91.40K	-6.3%	▼ Trim	2
418	STLD Steel Dynamics, Inc.	0.0%	$5.03M	27.92K	+0.2%	▲ Add	2
419	CI Cigna Corporation	0.0%	$5.01M	18.80K	-60.5%	▼ Trim	2
420	ASTS AST SpaceMobile, Inc.	0.0%	$5.00M	60.36K	-1.8%	▼ Trim	2
421	ZTS Zoetis Inc.	0.0%	$4.99M	42.24K	+178.0%	▲ Add	2
422	SCHG Schwab U.S. Large-Cap…	0.0%	$4.98M	171.04K	+8.1%	▲ Add	2
423	DTE DTE Energy Company	0.0%	$4.88M	33.39K	+21.8%	▲ Add	2
424	DGX Quest Diagnostics…	0.0%	$4.88M	24.88K	+6.8%	▲ Add	2
425	XLV State Street Health Care…	0.0%	$4.86M	33.18K	-0.7%	▼ Trim	2
426	ULTA Ulta Beauty, Inc.	0.0%	$4.82M	9.22K	+82.1%	▲ Add	2
427	RIVN Rivian Automotive, Inc.	0.0%	$4.81M	319.86K	+4.8%	▲ Add	2
428	ROL Rollins, Inc.	0.0%	$4.77M	89.23K	-7.7%	▼ Trim	2
429	ARES Ares Management Corporation	0.0%	$4.75M	43.58K	+88.7%	▲ Add	2
430	ICLN ISHARES TR	0.0%	$4.72M	258.17K	+3.2%	▲ Add	2
431	BSV Vanguard Short-Term Bond ETF	0.0%	$4.70M	59.99K	+2.4%	▲ Add	2
432	IGSB iShares 1-5 Year Investment…	0.0%	$4.70M	89.44K	+20.3%	▲ Add	2
433	ETHE GRAYSCALE ETHEREUM STAKING E	0.0%	$4.65M	272.31K	-5.5%	▼ Trim	2
434	XYZ Block, Inc.	0.0%	$4.65M	77.22K	+29.8%	▲ Add	2
435	HOLX Hologic, Inc.	0.0%	$4.65M	61.47K	+0.9%	▲ Add	2
436	VGIT Vanguard Intermediate-Term…	0.0%	$4.63M	77.70K	-4.5%	▼ Trim	2
437	GUNR FlexShares Morningstar…	0.0%	$4.56M	82.67K	+15.1%	▲ Add	2
438	PICK iShares MSCI Global Metals…	0.0%	$4.53M	80.13K	+60.8%	▲ Add	2
439	COHR Coherent, Inc.	0.0%	$4.53M	19.02K	+565.5%	▲ Add	2
440	PEG Public Service Enterprise…	0.0%	$4.47M	55.28K	+79.8%	▲ Add	2
441	ADSK Autodesk, Inc.	0.0%	$4.43M	18.51K	+7.5%	▲ Add	2
442	VOOG Vanguard S&P 500 Growth ETF	0.0%	$4.41M	10.82K	+17.0%	▲ Add	2
443	AVDV Avantis International Small…	0.0%	$4.39M	43.97K	+19.2%	▲ Add	2
444	VTWO Vanguard Russell 2000 ETF	0.0%	$4.35M	43.46K	+6.1%	▲ Add	2
445	IQDF FlexShares International…	0.0%	$4.34M	137.17K	+45.6%	▲ Add	2
446	SRE Sempra	0.0%	$4.33M	44.59K	+19.2%	▲ Add	2
447	MET MetLife, Inc.	0.0%	$4.32M	61.15K	-24.4%	▼ Trim	2
448	APA APA Corporation	0.0%	$4.30M	101.39K	-1.1%	▼ Trim	2
449	XOP State Street SPDR S&P Oil &…	0.0%	$4.30M	23.66K	+50.6%	▲ Add	2
450	LVS Las Vegas Sands Corp.	0.0%	$4.30M	79.78K	+18.3%	▲ Add	2
451	DVY iShares Select Dividend ETF	0.0%	$4.27M	28.17K	+10.6%	▲ Add	2
452	DIA State Street SPDR Dow Jones…	0.0%	$4.26M	9.20K	+13.6%	▲ Add	2
453	CMG Chipotle Mexican Grill, Inc.	0.0%	$4.25M	132.81K	-3.6%	▼ Trim	2
454	PCY Invesco Emerging Markets…	0.0%	$4.25M	203.38K	-5.8%	▼ Trim	2
455	MSTR Strategy Inc	0.0%	$4.22M	33.78K	-5.4%	▼ Trim	2
456	EQR Equity Residential	0.0%	$4.18M	70.63K	+10.8%	▲ Add	2
457	SLVP ISHARES INC	0.0%	$4.17M	117.55K	+19.9%	▲ Add	2
458	HPQ HP Inc.	0.0%	$4.12M	214.54K	+47.9%	▲ Add	2
459	QYLD Global X - Nasdaq 100…	0.0%	$4.11M	239.94K	+16.7%	▲ Add	2
460	KDP Keurig Dr Pepper Inc.	0.0%	$4.11M	156.23K	-17.3%	▼ Trim	2
461	VLTO Veralto Corporation	0.0%	$4.10M	46.33K	+47.6%	▲ Add	2
462	CBRE CBRE Group, Inc.	0.0%	$4.07M	30.07K	+2.7%	▲ Add	2
463	LUV Southwest Airlines Co.	0.0%	$4.04M	107.58K	+232.9%	▲ Add	2
464	IAGG iShares Core International…	0.0%	$4.03M	80.48K	-14.3%	▼ Trim	2
465	VHT Vanguard Health Care ETF	0.0%	$4.02M	14.75K	+4.2%	▲ Add	2
466	VO Vanguard Morningstar…	0.0%	$4.00M	13.94K	-4.0%	▼ Trim	2
467	GOVT iShares U.S. Treasury Bond…	0.0%	$3.93M	171.63K	+5.8%	▲ Add	2
468	PYPL PayPal Holdings, Inc.	0.0%	$3.93M	86.91K	+31.2%	▲ Add	2
469	IXC iShares Global Energy ETF	0.0%	$3.91M	67.90K	+47.7%	▲ Add	2
470	IWN iShares Russell 2000 Value…	0.0%	$3.88M	20.48K	+23.9%	▲ Add	2
471	ROP Roper Technologies, Inc.	0.0%	$3.87M	10.95K	-16.7%	▼ Trim	2
472	EXPD Expeditors International of…	0.0%	$3.87M	27.03K	+0.1%	▲ Add	2
473	MSCI MSCI Inc.	0.0%	$3.87M	7.18K	+4.6%	▲ Add	2
474	TMFC RBB FD INC	0.0%	$3.84M	58.18K	-19.7%	▼ Trim	2
475	ALNY Alnylam Pharmaceuticals…	0.0%	$3.83M	11.59K	-36.5%	▼ Trim	2
476	VMC Vulcan Materials Company	0.0%	$3.83M	14.06K	+1.9%	▲ Add	2
477	DSI iShares ESG MSCI KLD 400 ETF	0.0%	$3.82M	31.55K	+19.0%	▲ Add	2
478	FIX Comfort Systems USA, Inc.	0.0%	$3.81M	2.77K	+825.1%	▲ Add	2
479	SYM Symbotic Inc.	0.0%	$3.79M	71.25K	+168.1%	▲ Add	2
480	MAS Masco Corporation	0.0%	$3.79M	62.73K	-6.6%	▼ Trim	2
481	IGV iShares Expanded…	0.0%	$3.77M	47.16K	+19.7%	▲ Add	2
482	MLM Martin Marietta Materials…	0.0%	$3.75M	6.38K	+0.7%	▲ Add	2
483	ABNB Airbnb, Inc.	0.0%	$3.75M	29.69K	+48.4%	▲ Add	2
484	INDA iShares MSCI India ETF	0.0%	$3.75M	79.98K	-13.4%	▼ Trim	2
485	GNR State Street SPDR S&P…	0.0%	$3.72M	49.79K	+20.4%	▲ Add	2
486	FERG Ferguson plc	0.0%	$3.69M	15.84K	+2.5%	▲ Add	2
487	CIBR First Trust Nasdaq…	0.0%	$3.68M	58.73K	+11.1%	▲ Add	2
488	TRMB Trimble Inc.	0.0%	$3.64M	55.78K	+20.6%	▲ Add	2
489	SHOP Shopify Inc.	0.0%	$3.61M	30.40K	+18.0%	▲ Add	2
490	FOXA Fox Corporation	0.0%	$3.60M	61.65K	-18.7%	▼ Trim	2
491	GSLC Goldman Sachs ActiveBeta…	0.0%	$3.59M	28.65K	+0.4%	▲ Add	2
492	TTWO Take-Two Interactive…	0.0%	$3.58M	18.12K	-7.5%	▼ Trim	2
493	IEUR iShares Core MSCI Europe ETF	0.0%	$3.57M	50.76K	+41.1%	▲ Add	2
494	IWL iShares Russell Top 200 ETF	0.0%	$3.56M	22.17K	+15.8%	▲ Add	2
495	CCL Carnival Corporation & plc	0.0%	$3.53M	136.32K	+2.0%	▲ Add	2
496	ACWI iShares MSCI ACWI ETF	0.0%	$3.50M	25.26K	+44.0%	▲ Add	2
497	SIL Global X - Silver Miners ETF	0.0%	$3.49M	38.73K	+97.5%	▲ Add	2
498	TW Tradeweb Markets Inc.	0.0%	$3.48M	29.60K	-5.3%	▼ Trim	2
499	TSM Taiwan Semiconductor…	0.0%	$3.47M	10.26K	+154.4%	▲ Add	2
500	FSLR First Solar, Inc.	0.0%	$3.46M	17.55K	+24.3%	▲ Add	2

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
FLKR	18.14K	—	Mới	$723,162	0.0%
MELI MercadoLibre, Inc.	396	—	Mới	$684,692	0.0%
SUNB Sunbelt Rentals…	10.47K	—	Mới	$681,688	0.0%
IXUS iShares Core MSCI Total…	6.10K	—	Mới	$528,417	0.0%
AEM Agnico Eagle Mines…	2.39K	—	Mới	$484,513	0.0%
VSS Vanguard FTSE All-World…	3.30K	—	Mới	$481,253	0.0%
MDLN Medline Inc.	10.57K	—	Mới	$470,543	0.0%
SCCO Southern Copper…	2.43K	—	Mới	$418,278	0.0%
AAOI Applied…	4.66K	—	Mới	$394,443	0.0%
ARM Arm Holdings plc…	2.60K	—	Mới	$393,631	0.0%
IDEV iShares Core MSCI…	3.72K	—	Mới	$310,797	0.0%
AVAV AeroVironment, Inc.	1.65K	—	Mới	$301,483	0.0%
EWL iShares MSCI…	5.11K	—	Mới	$300,578	0.0%
FLTR.L Flutter Entertainment…	2.79K	—	Mới	$284,339	0.0%
FIG Figma, Inc.	13.29K	—	Mới	$280,845	0.0%
EWZ iShares MSCI Brazil ETF	7.29K	—	Mới	$279,671	0.0%
GNRC Generac Holdings Inc.	1.39K	—	Mới	$271,313	0.0%
EEM iShares MSCI Emerging…	4.76K	—	Mới	$270,207	0.0%
STRL Sterling…	656	—	Mới	$267,169	0.0%
BEN Franklin Resources, Inc.	11.03K	—	Mới	$260,481	0.0%
BETA BETA Technologies, Inc.	17.46K	—	Mới	$256,633	0.0%
UI Ubiquiti Inc.	306	—	Mới	$241,829	0.0%
BMNR Bitmine Immersion…	12.21K	—	Mới	$241,534	0.0%
EWC iShares MSCI Canada ETF	4.31K	—	Mới	$236,090	0.0%
FLTW	3.42K	—	Mới	$233,072	0.0%
PNW Pinnacle West Capital…	2.19K	—	Mới	$221,046	0.0%
MTZ MasTec, Inc.	685	—	Mới	$220,392	0.0%
AMKR Amkor Technology, Inc.	4.89K	—	Mới	$220,197	0.0%
FRT Federal Realty…	2.06K	—	Mới	$218,368	0.0%
BWXT BWX Technologies, Inc.	1.07K	—	Mới	$218,191	0.0%
CHWY Chewy, Inc.	8.05K	—	Mới	$217,350	0.0%
BABA Alibaba Group Holding…	1.70K	—	Mới	$213,031	0.0%
ALMU	16.22K	—	Mới	$212,281	0.0%
CWB State Street SPDR…	2.29K	—	Mới	$209,947	0.0%
RRC Range Resources…	4.61K	—	Mới	$208,054	0.0%
NANR	4.12K	—	Mới	$204,787	0.0%
IDA IDACORP, Inc.	1.43K	—	Mới	$204,304	0.0%
TFI State Street SPDR…	4.44K	—	Mới	$201,219	0.0%
UMAC	14.92K	—	Mới	$184,996	0.0%
ZETA Zeta Global Holdings…	11.57K	—	Mới	$184,163	0.0%
LYFT Lyft, Inc.	13.77K	—	Mới	$183,181	0.0%
HTGC Hercules Capital, Inc.	12.37K	—	Mới	$182,764	0.0%
UEC Uranium Energy Corp.	13.28K	—	Mới	$179,320	0.0%
IBRX ImmunityBio, Inc.	16.00K	—	Mới	$122,751	0.0%
AUR Aurora Innovation, Inc.	17.63K	—	Mới	$72,631	0.0%
JBLU JetBlue Airways…	14.19K	—	Mới	$62,707	0.0%
GDRX GoodRx Holdings, Inc.	28.13K	—	Mới	$55,135	0.0%
AQST Aquestive Therapeutics…	12.13K	—	Mới	$50,327	0.0%
SLS	11.44K	—	Mới	$48,374	0.0%
ABAT	17.34K	—	Mới	$48,370	0.0%
ASPI ASP Isotopes Inc.…	10.15K	—	Mới	$44,859	0.0%
PRME Prime Medicine, Inc.	10.38K	—	Mới	$36,119	0.0%
BB BlackBerry Limited	10.39K	—	Mới	$33,667	0.0%
CLOV Clover Health…	13.02K	—	Mới	$22,920	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
SCHF Schwab International…	116.34M	111.48M	+4.4%	$2.88B	6.3%
IEMG iShares Core MSCI…	40.69M	38.90M	+4.6%	$2.84B	6.2%
ITOT iShares Core S&P Total…	14.37M	11.61M	+23.8%	$2.05B	4.5%
VTEB Vanguard Tax-Exempt…	24.91M	24.15M	+3.1%	$1.24B	2.7%
DGRO iShares Core Dividend…	17.43M	13.93M	+25.1%	$1.22B	2.7%
VNQ Vanguard Real Estate ETF	10.07M	10.04M	+0.3%	$893.22M	2.0%
NVDA NVIDIA Corporation	4.36M	4.29M	+1.8%	$761.04M	1.7%
VCIT Vanguard…	6.76M	5.51M	+22.7%	$559.56M	1.2%
VOO Vanguard S&P 500 ETF	861.15K	812.03K	+6.0%	$514.58M	1.1%
VB Vanguard Morningstar…	1.70M	1.57M	+8.2%	$444.39M	1.0%
AAPL Apple Inc.	1.59M	1.58M	+0.6%	$402.67M	0.9%
ESGU iShares ESG Aware MSCI…	2.65M	2.59M	+2.1%	$374.23M	0.8%
CMF iShares California Muni…	6.20M	5.11M	+21.3%	$352.52M	0.8%
AMZN Amazon.com, Inc.	1.23M	1.20M	+3.0%	$256.33M	0.6%
GOOGL Alphabet Inc.	846.67K	805.22K	+5.2%	$243.47M	0.5%
VTIP Vanguard Short-Term…	4.86M	3.63M	+33.6%	$242.51M	0.5%
SHV iShares Trust iShares…	2.05M	1.62M	+26.6%	$226.08M	0.5%
VV Vanguard Morningstar…	738.55K	717.80K	+2.9%	$220.72M	0.5%
META Meta Platforms, Inc.	336.58K	334.65K	+0.6%	$192.57M	0.4%
AVGO Broadcom Inc.	635.17K	612.52K	+3.7%	$196.59M	0.4%
ESGV Vanguard ESG U.S. Stock…	1.79M	1.58M	+13.6%	$200.98M	0.4%
GOOG Alphabet Inc.	629.81K	599.07K	+5.1%	$180.67M	0.4%
TSLA Tesla, Inc.	422.44K	408.55K	+3.4%	$157.04M	0.3%
FLRN State Street SPDR…	5.32M	4.94M	+7.8%	$163.73M	0.4%
XLE State Street Energy…	2.48M	2.45M	+1.2%	$152.14M	0.3%
SJNK State Street SPDR…	5.37M	3.66M	+46.5%	$134.02M	0.3%
LLY Eli Lilly and Company	117.46K	115.28K	+1.9%	$108.03M	0.2%
JPM JPMorgan Chase & Co.	369.75K	359.78K	+2.8%	$108.76M	0.2%
BRK-B Berkshire Hathaway Inc.	215.69K	206.97K	+4.2%	$103.36M	0.2%
SGOV iShares 0-3 Month…	992.54K	875.76K	+13.3%	$99.91M	0.2%
PLTR Palantir Technologies…	564.36K	550.94K	+2.4%	$82.55M	0.2%
XONA.DE Exxon Mobil Corporation	500.45K	463.04K	+8.1%	$84.91M	0.2%
JNJ Johnson & Johnson	345.01K	327.54K	+5.3%	$84.33M	0.2%
SHY iShares 1-3 Year…	1.01M	747.14K	+35.8%	$83.79M	0.2%
WMT Walmart Inc.	641.51K	590.79K	+8.6%	$79.73M	0.2%
NFLX Netflix, Inc.	797.82K	765.57K	+4.2%	$76.71M	0.2%
V Visa Inc.	195.15K	191.30K	+2.0%	$58.98M	0.1%
COST Costco Wholesale…	66.24K	58.32K	+13.6%	$66.00M	0.1%
AMD Advanced Micro Devices…	320.63K	295.10K	+8.7%	$65.23M	0.1%
ONEQ Fidelity Nasdaq…	689.94K	688.83K	+0.2%	$58.58M	0.1%
QQQM Invesco NASDAQ 100 ETF	259.61K	212.01K	+22.4%	$61.69M	0.1%
MA Mastercard Incorporated	108.04K	106.67K	+1.3%	$53.98M	0.1%
NUDM	1.64M	1.40M	+16.6%	$59.13M	0.1%
IBIT iShares Bitcoin Trust…	1.46M	1.12M	+30.8%	$56.11M	0.1%
MU Micron Technology, Inc.	164.82K	120.30K	+37.0%	$55.68M	0.1%
HYLB Xtrackers USD High…	1.54M	1.23M	+24.3%	$55.53M	0.1%
CAT Caterpillar Inc.	74.76K	70.35K	+6.3%	$52.97M	0.1%
CVX Chevron Corporation	239.41K	203.13K	+17.9%	$49.53M	0.1%
GE GE Aerospace	158.02K	154.82K	+2.1%	$44.84M	0.1%
VXUS Vanguard Total…	608.49K	487.63K	+24.8%	$46.92M	0.1%
IWB iShares Russell 1000 ETF	129.16K	115.31K	+12.0%	$46.05M	0.1%
AMAT Applied Materials, Inc.	130.58K	112.47K	+16.1%	$44.63M	0.1%
GS The Goldman Sachs…	52.33K	49.73K	+5.2%	$44.27M	0.1%
T AT&T Inc.	1.52M	1.40M	+8.7%	$44.19M	0.1%
GLDM SPDR Gold MiniShares…	458.52K	353.86K	+29.6%	$42.50M	0.1%
ORCL Oracle Corporation	223.08K	216.64K	+3.0%	$32.82M	0.1%
ABBV AbbVie Inc.	182.93K	180.00K	+1.6%	$39.79M	0.1%
GLTR abrdn Physical Precious…	185.98K	152.58K	+21.9%	$40.68M	0.1%
PEP PepsiCo, Inc.	260.71K	241.21K	+8.1%	$40.49M	0.1%
HD The Home Depot, Inc.	122.12K	116.35K	+5.0%	$40.16M	0.1%
LRCX Lam Research Corporation	186.18K	151.37K	+23.0%	$39.78M	0.1%
IBM International Business…	134.15K	130.67K	+2.7%	$32.52M	0.1%
SMH VanEck Semiconductor ETF	98.37K	93.80K	+4.9%	$37.72M	0.1%
MRK Merck & Co., Inc.	311.28K	257.24K	+21.0%	$37.44M	0.1%
PG The Procter & Gamble…	249.97K	245.87K	+1.7%	$36.11M	0.1%
KO The Coca-Cola Company	464.92K	451.75K	+2.9%	$35.36M	0.1%
CSCO Cisco Systems, Inc.	452.49K	417.91K	+8.3%	$35.11M	0.1%
GEV GE Vernova Inc.	39.61K	36.43K	+8.7%	$34.57M	0.1%
GILD Gilead Sciences, Inc.	244.49K	238.07K	+2.7%	$34.07M	0.1%
VZ Verizon Communications…	667.73K	619.26K	+7.8%	$33.52M	0.1%
PM Philip Morris…	199.97K	193.14K	+3.5%	$33.06M	0.1%
NUEM	888.76K	823.77K	+7.9%	$32.65M	0.1%
BIV Vanguard…	422.18K	393.18K	+7.4%	$32.58M	0.1%
TJX The TJX Companies, Inc.	203.60K	182.22K	+11.7%	$32.52M	0.1%
XLK State Street Technology…	226.57K	223.28K	+1.5%	$30.11M	0.1%
AMGN Amgen Inc.	90.56K	82.29K	+10.1%	$31.86M	0.1%
UNH UnitedHealth Group…	98.80K	96.22K	+2.7%	$26.74M	0.1%
LIN Linde plc	62.28K	48.16K	+29.3%	$30.88M	0.1%
MS Morgan Stanley	176.67K	162.96K	+8.4%	$29.08M	0.1%
CRM Salesforce, Inc.	113.64K	107.85K	+5.4%	$21.21M	0.0%
MCD McDonald's Corporation	91.80K	89.56K	+2.5%	$28.53M	0.1%
RTX RTX Corporation	146.83K	137.73K	+6.6%	$28.32M	0.1%
KLAC KLA Corporation	19.12K	17.16K	+11.4%	$28.15M	0.1%
COP ConocoPhillips	204.09K	178.35K	+14.4%	$26.94M	0.1%
ISRG Intuitive Surgical, Inc.	47.99K	46.26K	+3.7%	$22.12M	0.0%
INTC Intel Corp.	590.06K	443.26K	+33.1%	$26.04M	0.1%
MGK Vanguard Morningstar…	69.76K	63.07K	+10.6%	$25.63M	0.1%
BMY Bristol-Myers Squibb…	427.75K	355.12K	+20.4%	$25.94M	0.1%
C Citigroup Inc.	225.97K	208.07K	+8.6%	$25.63M	0.1%
SLV iShares Silver Trust	375.83K	318.76K	+17.9%	$25.61M	0.1%
APP AppLovin Corporation	38.83K	37.52K	+3.5%	$15.46M	0.0%
MCK McKesson Corporation	27.96K	26.46K	+5.7%	$24.20M	0.1%
VGT Vanguard Information…	33.63K	31.59K	+6.4%	$23.46M	0.1%
PFE Pfizer Inc.	824.35K	689.83K	+19.5%	$23.15M	0.1%
VT Vanguard Total World…	166.87K	134.83K	+23.8%	$23.08M	0.1%
APH Amphenol Corporation	176.26K	168.24K	+4.8%	$22.27M	0.0%
CL Colgate-Palmolive…	263.38K	241.22K	+9.2%	$22.45M	0.0%
NEE NextEra Energy, Inc.	240.29K	205.86K	+16.7%	$22.32M	0.0%
BIL State Street SPDR…	241.85K	195.84K	+23.5%	$22.16M	0.0%
BLK BlackRock, Inc.	20.92K	20.58K	+1.7%	$20.12M	0.0%
NOW ServiceNow, Inc.	142.66K	142.29K	+0.3%	$14.91M	0.0%
HWM Howmet Aerospace Inc.	92.53K	89.92K	+2.9%	$21.32M	0.0%
DUK Duke Energy Corporation	162.45K	153.84K	+5.6%	$21.27M	0.0%
EMB iShares J.P. Morgan USD…	223.47K	218.96K	+2.1%	$20.99M	0.0%
KMB Kimberly-Clark…	218.37K	159.03K	+37.3%	$21.07M	0.0%
NEM Newmont Corporation	192.15K	148.87K	+29.1%	$20.80M	0.0%
ADI Analog Devices, Inc.	65.20K	50.95K	+28.0%	$20.74M	0.0%
VRTX Vertex Pharmaceuticals…	46.40K	43.17K	+7.5%	$20.72M	0.0%
ETN Eaton Corporation plc	57.92K	54.23K	+6.8%	$20.71M	0.0%
ANET Arista Networks, Inc.	167.08K	149.09K	+12.1%	$20.51M	0.0%
STX Seagate Technology…	52.35K	44.45K	+17.8%	$20.51M	0.0%
MO Altria Group, Inc.	310.05K	292.60K	+6.0%	$20.46M	0.0%
VLO Valero Energy…	82.63K	82.21K	+0.5%	$20.42M	0.0%
WBD Warner Bros. Discovery…	719.62K	705.95K	+1.9%	$19.76M	0.0%
HON Honeywell International…	89.07K	76.42K	+16.6%	$20.13M	0.0%
SO The Southern Company	204.15K	164.69K	+24.0%	$19.70M	0.0%
CME CME Group Inc.	66.30K	64.91K	+2.1%	$19.58M	0.0%
TXN Texas Instruments…	100.22K	79.09K	+26.7%	$19.46M	0.0%
ETHA iShares Ethereum Trust…	1.23M	861.14K	+42.5%	$19.43M	0.0%
ADBE Adobe Inc.	59.32K	55.18K	+7.5%	$14.42M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
VTI Vanguard Morningstar…	17.97M	18.03M	-0.3%	$5.76B	12.7%
VEA Vanguard FTSE Developed…	57.69M	58.69M	-1.7%	$3.70B	8.1%
VWO Vanguard FTSE Emerging…	45.92M	47.40M	-3.1%	$2.48B	5.4%
VIG Vanguard Dividend…	9.00M	9.88M	-8.9%	$1.93B	4.2%
SCHB Schwab U.S. Broad…	52.56M	53.56M	-1.9%	$1.32B	2.9%
LQD iShares iBoxx $…	10.73M	10.95M	-2.0%	$1.17B	2.6%
SCHP Schwab US TIPS ETF	34.24M	34.53M	-0.8%	$911.26M	2.0%
VXF Vanguard Extended…	3.32M	3.40M	-2.3%	$682.88M	1.5%
MUB iShares National Muni…	4.44M	4.90M	-9.3%	$471.60M	1.0%
PWZ	17.41M	18.44M	-5.6%	$415.59M	0.9%
MSFT Microsoft Corporation	784.12K	844.37K	-7.1%	$290.26M	0.6%
SCHD Schwab U.S. Dividend…	12.81M	12.89M	-0.6%	$392.94M	0.9%
VWOB Vanguard Emerging…	2.65M	2.72M	-2.6%	$173.97M	0.4%
SPY State Street SPDR S&P…	244.51K	246.72K	-0.9%	$159.01M	0.3%
VDE Vanguard Energy ETF	807.65K	835.63K	-3.4%	$139.76M	0.3%
GBIL Goldman Sachs Access…	911.48K	1.32M	-30.9%	$91.32M	0.2%
BND Vanguard Total Bond…	1.73M	1.75M	-1.1%	$127.67M	0.3%
FLTR VanEck IG Floating Rate…	4.56M	4.75M	-3.9%	$116.27M	0.3%
SHYG iShares 0-5 Year High…	1.93M	2.81M	-31.3%	$81.74M	0.2%
ESGD iShares ESG Aware MSCI…	1.21M	1.25M	-3.1%	$115.56M	0.3%
ESGE iShares ESG Aware MSCI…	2.50M	2.57M	-2.5%	$113.88M	0.2%
QQQ Invesco QQQ Trust…	180.26K	184.76K	-2.4%	$104.04M	0.2%
SCHO Schwab Short-Term U.S.…	2.98M	4.08M	-26.9%	$72.29M	0.2%
SUSC iShares ESG Aware USD…	3.63M	3.69M	-1.6%	$83.99M	0.2%
GLD SPDR Gold Shares	125.90K	129.64K	-2.9%	$54.17M	0.1%
USHY iShares Broad USD High…	1.19M	1.40M	-15.5%	$43.73M	0.1%
BAC Bank of America…	927.09K	935.80K	-0.9%	$45.20M	0.1%
VUG Vanguard Morningstar…	102.33K	105.17K	-2.7%	$44.69M	0.1%
WFC Wells Fargo & Company	422.13K	437.93K	-3.6%	$33.61M	0.1%
AXP American Express Company	87.35K	87.50K	-0.2%	$26.42M	0.1%
INTU Intuit Inc.	24.86K	44.34K	-43.9%	$10.75M	0.0%
VGLT Vanguard Long-Term…	465.80K	485.67K	-4.1%	$25.78M	0.1%
COF Capital One Financial…	94.62K	107.13K	-11.7%	$17.26M	0.0%
UBER Uber Technologies, Inc.	293.48K	307.48K	-4.5%	$21.11M	0.0%
GBTC Grayscale Bitcoin Trust…	341.13K	354.70K	-3.8%	$18.00M	0.0%
MPC Marathon Petroleum…	94.70K	95.33K	-0.7%	$23.12M	0.1%
SPGI S&P Global Inc.	35.17K	41.42K	-15.1%	$14.96M	0.0%
QCOM QUALCOMM Incorporated	116.21K	121.83K	-4.6%	$14.97M	0.0%
ABT Abbott Laboratories	117.99K	163.80K	-28.0%	$12.11M	0.0%
LOW Lowe's Companies, Inc.	83.97K	84.63K	-0.8%	$19.84M	0.0%
OXY Occidental Petroleum…	289.17K	296.37K	-2.4%	$18.80M	0.0%
ACN Accenture plc	54.64K	65.01K	-15.9%	$10.83M	0.0%
DASH DoorDash, Inc.	70.13K	76.74K	-8.6%	$10.53M	0.0%
CVS CVS Health Corp.	181.52K	212.30K	-14.5%	$13.04M	0.0%
COR Cencora, Inc.	44.31K	49.54K	-10.6%	$13.92M	0.0%
HRL Hormel Foods Corporation	61.10K	689.64K	-91.1%	$1.38M	0.0%
ELV Elevance Health Inc.	33.85K	44.07K	-23.2%	$9.91M	0.0%
CEG Constellation Energy…	41.27K	43.73K	-5.6%	$11.53M	0.0%
RKT Rocket Companies, Inc.	766.57K	781.23K	-1.9%	$10.92M	0.0%
CCI Crown Castle Inc.	143.92K	168.98K	-14.8%	$11.70M	0.0%
COIN Coinbase Global, Inc.	63.40K	66.00K	-4.0%	$11.07M	0.0%
SPG Simon Property Group…	75.99K	78.14K	-2.8%	$14.17M	0.0%
HCA HCA Healthcare, Inc.	25.20K	30.30K	-16.8%	$11.93M	0.0%
DHR Danaher Corporation	48.91K	59.36K	-17.6%	$9.27M	0.0%
CNC Centene Corp.	290.23K	326.94K	-11.2%	$9.50M	0.0%
CI Cigna Corporation	18.80K	47.66K	-60.5%	$5.01M	0.0%
DHI D.R. Horton, Inc.	89.42K	90.25K	-0.9%	$12.27M	0.0%
SPYD State Street SPDR…	282.43K	285.75K	-1.2%	$12.86M	0.0%
AWK American Water Works…	86.64K	94.39K	-8.2%	$11.79M	0.0%
MMM 3M Company	66.55K	75.64K	-12.0%	$9.67M	0.0%
BSX Boston Scientific…	99.10K	126.28K	-21.5%	$6.22M	0.0%
MDLZ Mondelez International…	196.98K	216.82K	-9.2%	$11.35M	0.0%
BNY Bank of New York Mellon…	97.49K	98.36K	-0.9%	$11.57M	0.0%
CFG Citizens Financial…	192.79K	194.77K	-1.0%	$11.56M	0.0%
UAL United Airlines…	98.77K	100.72K	-1.9%	$9.09M	0.0%
PHM PulteGroup, Inc.	95.51K	95.61K	-0.1%	$11.23M	0.0%
MOH Molina Healthcare, Inc.	3.94K	57.10K	-93.1%	$525,402	0.0%
SHW The Sherwin-Williams…	24.09K	29.52K	-18.4%	$7.72M	0.0%
HBAN Huntington Bancshares…	503.45K	531.32K	-5.2%	$7.88M	0.0%
MDT Medtronic plc	86.26K	90.81K	-5.0%	$7.47M	0.0%
ICE Intercontinental…	50.94K	53.12K	-4.1%	$8.01M	0.0%
MTB M&T Bank Corporation	40.59K	40.63K	-0.1%	$8.39M	0.0%
AJG Arthur J. Gallagher &…	29.12K	32.37K	-10.0%	$6.31M	0.0%
EMR Emerson Electric Co.	55.59K	63.10K	-11.9%	$7.28M	0.0%
SBAC SBA Communications…	39.20K	43.28K	-9.4%	$6.75M	0.0%
TEL TE Connectivity plc	32.08K	35.73K	-10.2%	$6.71M	0.0%
MGC Vanguard Morningstar…	27.61K	30.71K	-10.1%	$6.53M	0.0%
AMP Ameriprise Financial…	14.42K	15.47K	-6.7%	$6.41M	0.0%
MNST Monster Beverage…	98.58K	98.75K	-0.2%	$7.14M	0.0%
KKR KKR & Co. Inc.	28.87K	57.60K	-49.9%	$2.67M	0.0%
ALNY Alnylam…	11.59K	18.25K	-36.5%	$3.83M	0.0%
IXN iShares Global Tech ETF	66.89K	68.86K	-2.9%	$6.69M	0.0%
NET Cloudflare, Inc.	31.42K	35.94K	-12.6%	$6.48M	0.0%
AFL Aflac Incorporated	62.21K	64.07K	-2.9%	$6.83M	0.0%
ETHE	272.31K	288.19K	-5.5%	$4.65M	0.0%
GL Globe Life Inc.	49.72K	49.76K	-0.1%	$6.85M	0.0%
TPR Tapestry, Inc.	48.98K	49.42K	-0.9%	$6.91M	0.0%
EBAY eBay Inc.	74.19K	74.66K	-0.6%	$6.75M	0.0%
LNG Cheniere Energy, Inc.	23.36K	23.54K	-0.8%	$6.63M	0.0%
AIG American International…	74.04K	74.73K	-0.9%	$5.57M	0.0%
CPRT Copart, Inc.	156.56K	163.13K	-4.0%	$5.20M	0.0%
MET MetLife, Inc.	61.15K	80.88K	-24.4%	$4.32M	0.0%
DIV	332.11K	339.05K	-2.0%	$6.28M	0.0%
ACGL Arch Capital Group Ltd.	55.20K	65.44K	-15.7%	$5.30M	0.0%
EAGG iShares ESG Aware U.S.…	129.04K	129.20K	-0.1%	$6.14M	0.0%
UNM Unum Group	77.13K	78.81K	-2.1%	$5.63M	0.0%
NKE NIKE, Inc.	56.74K	95.18K	-40.4%	$3.00M	0.0%
BBY Best Buy Co., Inc.	28.00K	88.47K	-68.3%	$1.80M	0.0%
VCSH Vanguard Short-Term…	67.70K	73.49K	-7.9%	$5.37M	0.0%
ROP Roper Technologies, Inc.	10.95K	13.14K	-16.7%	$3.87M	0.0%
ROL Rollins, Inc.	89.23K	96.67K	-7.7%	$4.77M	0.0%
WPC W. P. Carey Inc.	83.18K	84.96K	-2.1%	$5.65M	0.0%
FOXA Fox Corporation	61.65K	75.82K	-18.7%	$3.60M	0.0%
MSTR Strategy Inc	33.78K	35.70K	-5.4%	$4.22M	0.0%
FTV Fortive Corporation	91.40K	97.57K	-6.3%	$5.05M	0.0%
PULS PGIM Ultra Short Bond…	68.54K	107.33K	-36.1%	$3.39M	0.0%
KDP Keurig Dr Pepper Inc.	156.23K	188.86K	-17.3%	$4.11M	0.0%
TMFC	58.18K	72.47K	-19.7%	$3.84M	0.0%
XLV State Street Health…	33.18K	33.42K	-0.7%	$4.86M	0.0%
SNOW Snowflake Inc.	16.39K	23.47K	-30.1%	$2.47M	0.0%
CMG Chipotle Mexican Grill…	132.81K	137.78K	-3.6%	$4.25M	0.0%
TTWO Take-Two Interactive…	18.12K	19.60K	-7.5%	$3.58M	0.0%
ASTS AST SpaceMobile, Inc.	60.36K	61.46K	-1.8%	$5.00M	0.0%
INDA iShares MSCI India ETF	79.98K	92.35K	-13.4%	$3.75M	0.0%
VGIT Vanguard…	77.70K	81.34K	-4.5%	$4.63M	0.0%
CTSH Cognizant Technology…	31.74K	58.43K	-45.7%	$1.95M	0.0%
FICO Fair Isaac Corporation	2.75K	2.87K	-3.9%	$2.94M	0.0%
IAGG iShares Core…	80.48K	93.93K	-14.3%	$4.03M	0.0%
PCY Invesco Emerging…	203.38K	215.86K	-5.8%	$4.25M	0.0%
APA APA Corporation	101.39K	102.48K	-1.1%	$4.30M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
WMG Warner Music Group Corp.	—	62.81K	Thoát	$1.93M	0.0%
CMA Comerica Incorporated	—	15.58K	Thoát	$1.35M	0.0%
BAX Baxter International…	—	33.17K	Thoát	$633,889	0.0%
EXAS Exact Sciences…	—	4.68K	Thoát	$475,301	0.0%
HOG Harley-Davidson, Inc.	—	21.45K	Thoát	$439,551	0.0%
LEN-B Lennar Corporation	—	3.90K	Thoát	$370,492	0.0%
UPST Upstart Holdings, Inc.	—	8.03K	Thoát	$351,239	0.0%
CROX Crocs, Inc.	—	4.02K	Thoát	$343,790	0.0%
LBRDA Liberty Broadband…	—	6.92K	Thoát	$336,215	0.0%
BSY Bentley Systems…	—	8.41K	Thoát	$321,044	0.0%
AMCR Amcor plc	—	34.44K	Thoát	$287,188	0.0%
DAY Dayforce Inc	—	4.13K	Thoát	$285,700	0.0%
EPAM EPAM Systems, Inc.	—	1.34K	Thoát	$275,564	0.0%
CRCL Circle Internet Group	—	3.43K	Thoát	$271,840	0.0%
BLDR Builders FirstSource…	—	2.50K	Thoát	$257,225	0.0%
FUBO fuboTV Inc.	—	93.52K	Thoát	$235,668	0.0%
MANH Manhattan Associates…	—	1.35K	Thoát	$234,142	0.0%
RUN Sunrun Inc.	—	12.37K	Thoát	$227,516	0.0%
EFAX	—	4.39K	Thoát	$221,394	0.0%
SCJ	—	2.40K	Thoát	$220,798	0.0%
CFLT Confluent, Inc.	—	7.19K	Thoát	$217,426	0.0%
AN AutoNation, Inc.	—	1.00K	Thoát	$206,480	0.0%
BUZZ	—	6.27K	Thoát	$203,582	0.0%
TPX Tempur Sealy…	—	2.25K	Thoát	$200,791	0.0%
POOL Pool Corporation	—	876	Thoát	$200,385	0.0%
CLSK CleanSpark, Inc.	—	18.99K	Thoát	$192,219	0.0%
UAA Under Armour, Inc.	—	19.49K	Thoát	$96,855	0.0%
TE T1 Energy Inc	—	12.35K	Thoát	$82,498	0.0%
BZAI	—	10.33K	Thoát	$20,136	0.0%
DVLT	—	15.94K	Thoát	$10,397	0.0%

Tuổi vị thế

540–1 quý

10012–4 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
Rakuten Investment Management, Inc.	448	40.1%	0.6276	So sánh ⇄
Empower Advisory Group, LLC	420	34.8%	0.3737	So sánh ⇄
Corient Private Wealth LP	982	32.6%	0.3387	So sánh ⇄
Commonwealth Equity Services, Llc	1051	27.6%	0.324	So sánh ⇄
Cerity Partners LLC	994	30.3%	0.3152	So sánh ⇄
Captrust Financial Advisors	979	30.9%	0.2876	So sánh ⇄
Mml Investors Services, Llc	993	32.1%	0.2694	So sánh ⇄
Focus Partners Wealth	939	34.1%	0.2687	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 07 2026 13F-HR · kỳ Q2 2026

$52.04B · 1,119 vị thế · Xem hồ sơ SEC gốc ↗

May 05 2026 13F-HR · kỳ Q1 2026

$45.56B · 1,076 vị thế · Xem hồ sơ SEC gốc ↗

Jan 30 2026 13F-HR · kỳ Q4 2025

$44.75B · 1,052 vị thế · Xem hồ sơ SEC gốc ↗

Nov 06 2025 13F-HR · kỳ Q3 2025

$42.60B · 1,007 vị thế · Xem hồ sơ SEC gốc ↗

Jul 31 2025 13F-HR · kỳ Q2 2025

$38.83B · 963 vị thế · 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: Q1 2026 · hồ sơ mới nhất Aug 07, 2026 · Phương pháp tính thay đổi

☆ Wealthfront Advisers LLC

Wealthfront Advisers LLC