Карточка управляющего · архивный квартал

Wealthfront Advisers LLC

Palo Alto, CA · CIK 1763921 · Документы EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Разница ⇄

$45.56BОтчётная стоимость по 13F

1,076Позиции

55.8%Вес топ-10

23.30Эффективные позиции

3.9%Расч. оборачиваемость

+54Новый

−31Выходы

Отчётная стоимость портфеля по 13F включает только отчётные длинные позиции в США — без учёта денежных средств, облигаций, коротких позиций и активов за пределами США. Это не активы под управлением.

Отчётная стоимость по кварталам Q4 2025 → Q2 2026

Распределение по секторам

Финансовые услуги 83.7% (-0.1pp)

Технологии 5.9% (-0.5pp)

Коммуникационные услуги 1.9% (-0.1pp)

Потребительский цикличный 1.7% (-0.1pp)

Здравоохранение 1.6% (-0.1pp)

Промышленность 1.6% (+0.2pp)

Потребительский защитный 1.2% (+0.2pp)

Энергетика 0.9% (+0.3pp)

Коммунальные услуги 0.7% (+0.1pp)

Недвижимость 0.4% (+0.0pp)

Сырьевые материалы 0.4% (+0.1pp)

Доля в совокупной стоимости объявленного обыкновенного капитала; (±пп) к предыдущему кварталу.

Портфель · Q1 2026

#	Ценная бумага	Вес	Стоимость	Акции	Δ акций		Держится
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	WT WisdomTree, Inc.	0.0%	$11.15M	234.88K	+30.6%	▲ Add	2
249	COIN Coinbase Global, Inc.	0.0%	$11.07M	63.40K	-4.0%	▼ Trim	2
250	RKT Rocket Companies, Inc.	0.0%	$10.92M	766.57K	-1.9%	▼ Trim	2
251	ACN Accenture plc	0.0%	$10.83M	54.64K	-15.9%	▼ Trim	2
252	RCL Royal Caribbean Cruises Ltd.	0.0%	$10.81M	39.28K	+2.8%	▲ Add	2
253	VYMI Vanguard International High…	0.0%	$10.76M	114.20K	+9.4%	▲ Add	2
254	FDX FedEx Corporation	0.0%	$10.75M	30.19K	+6.1%	▲ Add	2
255	INTU Intuit Inc.	0.0%	$10.75M	24.86K	-43.9%	▼ Trim	2
256	UPS United Parcel Service, Inc.	0.0%	$10.73M	109.07K	+0.5%	▲ Add	2
257	MCO Moody's Corporation	0.0%	$10.72M	24.58K	+20.1%	▲ Add	2
258	GM General Motors Company	0.0%	$10.70M	143.59K	+15.1%	▲ Add	2
259	CRWD CrowdStrike Holdings, Inc.	0.0%	$10.66M	27.31K	+0.2%	▲ Add	2
260	ECL Ecolab Inc.	0.0%	$10.62M	39.94K	+25.1%	▲ Add	2
261	ARKK ARK Innovation ETF	0.0%	$10.57M	156.38K	+2.1%	▲ Add	2
262	DASH DoorDash, Inc.	0.0%	$10.53M	70.13K	-8.6%	▼ Trim	2
263	IDXX IDEXX Laboratories, Inc.	0.0%	$10.45M	18.60K	+10.0%	▲ Add	2
264	FITB Fifth Third Bancorp	0.0%	$10.34M	222.48K	+17.9%	▲ Add	2
265	VST Vistra Corp.	0.0%	$10.17M	67.68K	+0.7%	▲ Add	2
266	F Ford Motor Company	0.0%	$10.16M	880.66K	+0.4%	▲ Add	2
267	MGV Vanguard Morningstar Mega…	0.0%	$10.03M	69.19K	+7.6%	▲ Add	2
268	AEE Ameren Corporation	0.0%	$10.02M	91.12K	+28.4%	▲ Add	2
269	GWW W.W. Grainger, Inc.	0.0%	$9.98M	9.15K	+2.4%	▲ Add	2
270	ROST Ross Stores, Inc.	0.0%	$9.94M	45.87K	+15.5%	▲ Add	2
271	EXPE Expedia Group, Inc.	0.0%	$9.93M	43.01K	+73.7%	▲ Add	2
272	DELL Dell Technologies Inc.	0.0%	$9.92M	60.42K	+14.3%	▲ Add	2
273	ELV Elevance Health Inc.	0.0%	$9.91M	33.85K	-23.2%	▼ Trim	2
274	FAST Fastenal Company	0.0%	$9.76M	210.38K	+9.9%	▲ Add	2
275	PRU Prudential Financial, Inc.	0.0%	$9.69M	99.17K	+22.8%	▲ Add	2
276	ADM Archer-Daniels-Midland…	0.0%	$9.69M	133.25K	+1.0%	▲ Add	2
277	DAL Delta Air Lines, Inc.	0.0%	$9.67M	145.50K	+1.7%	▲ Add	2
278	MMM 3M Company	0.0%	$9.67M	66.55K	-12.0%	▼ Trim	2
279	GD General Dynamics Corporation	0.0%	$9.61M	28.00K	+4.1%	▲ Add	2
280	MSI Motorola Solutions, Inc.	0.0%	$9.58M	22.08K	+44.0%	▲ Add	2
281	IBKR Interactive Brokers Group…	0.0%	$9.55M	142.34K	+13.7%	▲ Add	2
282	MPWR Monolithic Power Systems…	0.0%	$9.55M	8.73K	+13.8%	▲ Add	2
283	JCI Johnson Controls…	0.0%	$9.52M	72.72K	+9.4%	▲ Add	2
284	BOTZ Global X - Robotics &…	0.0%	$9.52M	286.46K	+10.3%	▲ Add	2
285	TER Teradyne, Inc.	0.0%	$9.51M	32.08K	+9.3%	▲ Add	2
286	CNC Centene Corp.	0.0%	$9.50M	290.23K	-11.2%	▼ Trim	2
287	LYB LyondellBasell Industries…	0.0%	$9.48M	117.67K	+31.9%	▲ Add	2
288	GDX VanEck Gold Miners ETF	0.0%	$9.47M	103.20K	+13.8%	▲ Add	2
289	HLT Hilton Worldwide Holdings…	0.0%	$9.38M	30.83K	+3.9%	▲ Add	2
290	MRSH Marsh & McLennan Companies…	0.0%	$9.36M	53.95K	+2.8%	▲ Add	2
291	DHR Danaher Corporation	0.0%	$9.27M	48.91K	-17.6%	▼ Trim	2
292	CTAS Cintas Corporation	0.0%	$9.26M	54.78K	+17.9%	▲ Add	2
293	BKR Baker Hughes Company	0.0%	$9.18M	150.44K	+4.6%	▲ Add	2
294	SBUX Starbucks Corporation	0.0%	$9.13M	101.88K	+33.4%	▲ Add	2
295	CMI Cummins Inc.	0.0%	$9.12M	16.96K	+33.4%	▲ Add	2
296	EXR Extra Space Storage Inc.	0.0%	$9.09M	69.35K	+10.6%	▲ Add	2
297	UAL United Airlines Holdings…	0.0%	$9.09M	98.77K	-1.9%	▼ Trim	2
298	TDG TransDigm Group Incorporated	0.0%	$8.98M	7.75K	+12.8%	▲ Add	2
299	CDNS Cadence Design Systems, Inc.	0.0%	$8.95M	32.22K	+8.7%	▲ Add	2
300	AVUV Avantis U.S. Small Cap…	0.0%	$8.95M	81.00K	+12.4%	▲ Add	2
301	STT State Street Corporation	0.0%	$8.89M	70.21K	+5.6%	▲ Add	2
302	OKE ONEOK, Inc.	0.0%	$8.87M	98.13K	+9.6%	▲ Add	2
303	DLR Digital Realty Trust, Inc.	0.0%	$8.83M	48.98K	+3.8%	▲ Add	2
304	FTNT Fortinet, Inc.	0.0%	$8.79M	107.53K	+16.4%	▲ Add	2
305	CVNA Carvana Co.	0.0%	$8.78M	27.92K	+2.0%	▲ Add	2
306	SYF Synchrony Financial	0.0%	$8.73M	128.38K	+2.8%	▲ Add	2
307	VRSK Verisk Analytics, Inc.	0.0%	$8.62M	45.44K	+43.8%	▲ Add	2
308	KEY KeyCorp	0.0%	$8.60M	428.97K	+5.8%	▲ Add	2
309	SCHH Schwab U.S. REIT ETF	0.0%	$8.55M	397.97K	+17.3%	▲ Add	2
310	ALL The Allstate Corporation	0.0%	$8.46M	40.81K	+5.9%	▲ Add	2
311	SNPS Synopsys, Inc.	0.0%	$8.46M	21.33K	+10.8%	▲ Add	2
312	DLTR Dollar Tree, Inc.	0.0%	$8.43M	76.98K	+13.7%	▲ Add	2
313	CIEN Ciena Corporation	0.0%	$8.42M	21.70K	+730.7%	▲ Add	2
314	XAR State Street SPDR S&P…	0.0%	$8.41M	33.12K	+23.0%	▲ Add	2
315	MTB M&T Bank Corporation	0.0%	$8.39M	40.59K	-0.1%	▼ Trim	2
316	CNP CenterPoint Energy, Inc.	0.0%	$8.36M	193.71K	+27.6%	▲ Add	2
317	CTVA Corteva, Inc.	0.0%	$8.34M	99.64K	+4.0%	▲ Add	2
318	CMCSA Comcast Corporation	0.0%	$8.13M	283.13K	+88.2%	▲ Add	2
319	PAYX Paychex, Inc.	0.0%	$8.10M	87.92K	+245.0%	▲ Add	2
320	ICE Intercontinental Exchange…	0.0%	$8.01M	50.94K	-4.1%	▼ Trim	2
321	GRMN Garmin Ltd.	0.0%	$8.00M	34.48K	+8.1%	▲ Add	2
322	PSA Public Storage	0.0%	$7.96M	29.40K	+26.3%	▲ Add	2
323	HAL Halliburton Company	0.0%	$7.89M	202.48K	+1.9%	▲ Add	2
324	HBAN Huntington Bancshares…	0.0%	$7.88M	503.45K	-5.2%	▼ Trim	2
325	AME AMETEK, Inc.	0.0%	$7.85M	36.63K	+13.4%	▲ Add	2
326	VICI VICI Properties Inc.	0.0%	$7.73M	283.08K	+8.1%	▲ Add	2
327	SHW The Sherwin-Williams Company	0.0%	$7.72M	24.09K	-18.4%	▼ Trim	2
328	BE Bloom Energy Corporation	0.0%	$7.61M	56.16K	+1811.4%	▲ Add	2
329	MRVL Marvell Technology, Inc.	0.0%	$7.54M	76.17K	+8.6%	▲ Add	2
330	WAB Westinghouse Air Brake…	0.0%	$7.49M	29.98K	+12.2%	▲ Add	2
331	MDT Medtronic plc	0.0%	$7.47M	86.26K	-5.0%	▼ Trim	2
332	BKNG Booking Holdings Inc.	0.0%	$7.39M	1.75K	+5.0%	▲ Add	2
333	EOG EOG Resources, Inc.	0.0%	$7.35M	50.85K	+7.6%	▲ Add	2
334	LNT Alliant Energy Corporation	0.0%	$7.33M	102.16K	+8.3%	▲ Add	2
335	EMR Emerson Electric Co.	0.0%	$7.28M	55.59K	-11.9%	▼ Trim	2
336	KHC The Kraft Heinz Company	0.0%	$7.24M	322.12K	+21.3%	▲ Add	2
337	VBR Vanguard Morningstar…	0.0%	$7.21M	33.20K	+7.2%	▲ Add	2
338	TRV The Travelers Companies…	0.0%	$7.20M	24.69K	+4.0%	▲ Add	2
339	SNA Snap-on Incorporated	0.0%	$7.18M	19.76K	+2.5%	▲ Add	2
340	MNST Monster Beverage Corporation	0.0%	$7.14M	98.58K	-0.2%	▼ Trim	2
341	IRM Iron Mountain Incorporated	0.0%	$7.13M	69.79K	+3.5%	▲ Add	2
342	RING ISHARES INC	0.0%	$7.11M	89.96K	+18.8%	▲ Add	2
343	HIG The Hartford Insurance…	0.0%	$7.07M	52.25K	+21.3%	▲ Add	2
344	KEYS Keysight Technologies, Inc.	0.0%	$6.98M	24.72K	+56.5%	▲ Add	2
345	LHX L3Harris Technologies, Inc.	0.0%	$6.93M	20.09K	+54.6%	▲ Add	2
346	TPR Tapestry, Inc.	0.0%	$6.91M	48.98K	-0.9%	▼ Trim	2
347	IP International Paper Company	0.0%	$6.91M	193.58K	+15.8%	▲ Add	2
348	ARKQ ARK ETF TR	0.0%	$6.87M	61.12K	+12.4%	▲ Add	2
349	GL Globe Life Inc.	0.0%	$6.85M	49.72K	-0.1%	▼ Trim	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

Только позиции по обыкновенным акциям (SH); опционные строки отображаются на вкладке «Опционы» и никогда не неттируются. ✂ = изменение рассчитано относительно предыдущих акций с поправкой на сплит. «Held N+» = позиция удерживалась каждый квартал в нашем окне данных, возможно и дольше.

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

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес
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%

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес
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%

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес
WMG Warner Music Group Corp.	—	62.81K	Выход	$1.93M	0.0%
CMA Comerica Incorporated	—	15.58K	Выход	$1.35M	0.0%
BAX Baxter International…	—	33.17K	Выход	$633,889	0.0%
EXAS Exact Sciences…	—	4.68K	Выход	$475,301	0.0%
HOG Harley-Davidson, Inc.	—	21.45K	Выход	$439,551	0.0%
LEN-B Lennar Corporation	—	3.90K	Выход	$370,492	0.0%
UPST Upstart Holdings, Inc.	—	8.03K	Выход	$351,239	0.0%
CROX Crocs, Inc.	—	4.02K	Выход	$343,790	0.0%
LBRDA Liberty Broadband…	—	6.92K	Выход	$336,215	0.0%
BSY Bentley Systems…	—	8.41K	Выход	$321,044	0.0%
AMCR Amcor plc	—	34.44K	Выход	$287,188	0.0%
DAY Dayforce Inc	—	4.13K	Выход	$285,700	0.0%
EPAM EPAM Systems, Inc.	—	1.34K	Выход	$275,564	0.0%
CRCL Circle Internet Group	—	3.43K	Выход	$271,840	0.0%
BLDR Builders FirstSource…	—	2.50K	Выход	$257,225	0.0%
FUBO fuboTV Inc.	—	93.52K	Выход	$235,668	0.0%
MANH Manhattan Associates…	—	1.35K	Выход	$234,142	0.0%
RUN Sunrun Inc.	—	12.37K	Выход	$227,516	0.0%
EFAX	—	4.39K	Выход	$221,394	0.0%
SCJ	—	2.40K	Выход	$220,798	0.0%
CFLT Confluent, Inc.	—	7.19K	Выход	$217,426	0.0%
BETZ	—	9.89K	Выход	$207,555	0.0%
AN AutoNation, Inc.	—	1.00K	Выход	$206,480	0.0%
BUZZ	—	6.27K	Выход	$203,582	0.0%
TPX Tempur Sealy…	—	2.25K	Выход	$200,791	0.0%
POOL Pool Corporation	—	876	Выход	$200,385	0.0%
CLSK CleanSpark, Inc.	—	18.99K	Выход	$192,219	0.0%
UAA Under Armour, Inc.	—	19.49K	Выход	$96,855	0.0%
TE T1 Energy Inc	—	12.35K	Выход	$82,498	0.0%
BZAI	—	10.33K	Выход	$20,136	0.0%
DVLT	—	15.94K	Выход	$10,397	0.0%

Возраст позиции

540–1 кварталы

10162–4 кварталы

Число последовательных кварталов, в течение которых каждая текущая позиция фигурирует в отчётности, в рамках нашего окна данных.

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Creative Planning	1058	25.2%	0.3153	Сравнить ⇄
Cerity Partners LLC	996	29.7%	0.3152	Сравнить ⇄
Captrust Financial Advisors	979	29.9%	0.2876	Сравнить ⇄
Focus Partners Wealth	943	33.0%	0.2687	Сравнить ⇄
Baird Financial Group, Inc.	861	39.8%	0.2188	Сравнить ⇄

Схожесть только по объявленным длинным позициям — хеджи и активы, не охваченные 13F, не видны. Методология

История подачи документов

Aug 07 2026 13F-HR · период Q2 2026

$52.04B · 1,119 позиций в списке · Просмотреть оригинальную форму SEC ↗

May 05 2026 13F-HR · период Q1 2026

$45.56B · 1,076 позиций в списке · Просмотреть оригинальную форму SEC ↗

Jan 30 2026 13F-HR · период Q4 2025

$44.75B · 1,052 позиций в списке · Просмотреть оригинальную форму SEC ↗

Nov 06 2025 13F-HR · период Q3 2025

$42.60B · 1,007 позиций в списке · Просмотреть оригинальную форму SEC ↗

Jul 31 2025 13F-HR · период Q2 2025

$38.83B · 963 позиций в списке · Просмотреть оригинальную форму SEC ↗

Происхождение: Все позиции, извлечённые из информационных таблиц 13F данного управляющего на SEC EDGAR; значения указаны в том виде, в котором они представлены, в целых долларах США. Изменения рассчитываются относительно последней принятой версии каждого квартала (поправки учтены) с корректировкой количества акций на сплиты. Отчётный период: Q1 2026 · последний файл Aug 07, 2026 · Методология изменений

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