Estatísticas Básicas
Valor do Portfólio $ 9,149,371,855
Posições Atuais 601
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Adviser Investments LLC divulgou 601 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 9,149,371,855 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Adviser Investments LLC são Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , Vanguard Index Funds - Vanguard Value ETF (US:VTV) , and iShares Trust - iShares National Muni Bond ETF (US:MUB) . As novas posições de Adviser Investments LLC incluem Jabil Inc. (US:JBL) , W.W. Grainger, Inc. (US:GWW) , Royal Caribbean Cruises Ltd. (US:RCL) , Ferrari N.V. (US:RACE) , and Hilton Worldwide Holdings Inc. (US:HLT) .

Adviser Investments LLC - Valor do Portfólio
Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)
Valor
(MM$)
% do Portfólio Δ% do Portfólio
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 15.37 959.86 10.4910 0.6409
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 7.99 797.65 8.7180 0.5832
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.30 66.19 0.7234 0.4898
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.29 41.50 0.4536 0.3140
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.13 26.43 0.2888 0.2498
GOOGL / Alphabet Inc. 0.30 94.15 1.0291 0.2078
SYK / Stryker Corporation 0.07 22.99 0.2513 0.1534
AAPL / Apple Inc. 0.80 217.40 2.3761 0.1072
CAT / Caterpillar Inc. 0.11 62.92 0.6877 0.1036
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.18 16.55 0.1809 0.0965
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)
Valor
(MM$)
% do Portfólio Δ% do Portfólio
VUG / Vanguard Index Funds - Vanguard Growth ETF 2.24 1,093.09 -11.7737
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 3.80 223.27 -2.8637
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class 0.50 105.20 -1.1471
SPY / State Street SPDR S&P 500 ETF Trust 0.14 97.40 -1.0488
NVDA / NVIDIA Corporation 0.37 68.70 -0.7357
LLY / Eli Lilly and Company 0.07 70.21 -0.5675
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.16 53.65 -0.5655
AMZN / Amazon.com, Inc. 0.24 55.37 -0.5481
PG / The Procter & Gamble Company 0.36 50.98 -0.5283
MCD / McDonald's Corporation 0.14 42.34 -0.4778
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2026-02-12 para o período de relatório 2025-12-31. Clique no ícone de link para ver o histórico completo da transação.

Atualize para desbloquear dados premium e exportar para Excel .

2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)
ΔAções
(%)
Valor
($MM)
ΔValor
(%)
Portfólio
(%)
ΔPortfólio
(%)
VUG / Vanguard Index Funds - Vanguard Growth ETF 2.24 3.68 1,093.09 5.46 -11.7737
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 15.37 6.17 959.86 10.69 10.4910 0.6409
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 7.99 11.79 797.65 11.38 8.7180 0.5832
VTV / Vanguard Index Funds - Vanguard Value ETF 3.67 -1.75 700.91 0.62 7.6607 -0.2517
MUB / iShares Trust - iShares National Muni Bond ETF 2.37 -1.19 253.53 -0.61 2.7710 -0.1266
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 4.18 3.30 224.98 2.50 2.4590 -0.0343
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 3.80 -11.26 223.27 -11.44 -2.8637
AAPL / Apple Inc. 0.80 2.36 217.40 8.84 2.3761 0.1072
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 4.01 4.53 201.90 4.99 2.2067 0.0223
MSFT / Microsoft Corporation 0.41 -0.62 197.56 -7.20 2.1593 -0.2589
IVV / iShares Trust - iShares Core S&P 500 ETF 0.18 0.21 124.90 2.56 1.3651 -0.0183
JPM / JPMorgan Chase & Co. 0.38 -1.94 123.38 0.17 1.3485 -0.0506
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.35 -3.70 106.48 -2.25 1.1638 -0.0735
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class 0.50 2.66 105.20 4.18 -1.1471
SPY / State Street SPDR S&P 500 ETF Trust 0.14 3.06 97.40 5.49 -1.0488
GOOGL / Alphabet Inc. 0.30 1.15 94.15 30.23 1.0291 0.2078
AVGO / Broadcom Inc. 0.26 0.94 89.32 5.89 0.9762 0.0181
QLYS / Qualys, Inc. 0.59 -3.60 78.24 -3.19 0.8552 -0.0629
LLY / Eli Lilly and Company 0.07 -0.24 70.21 40.52 -0.5675
NVDA / NVIDIA Corporation 0.37 6.09 68.70 6.08 -0.7357
JNJ / Johnson & Johnson 0.33 -13.69 67.64 -3.67 0.7392 -0.0583
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.30 215.91 66.19 221.76 0.7234 0.4898
CAT / Caterpillar Inc. 0.11 1.91 62.92 22.36 0.6877 0.1036
V / Visa Inc. 0.18 5.30 62.33 8.18 0.6812 0.0268
ABBV / AbbVie Inc. 0.26 1.08 58.46 -0.26 0.6389 -0.0268
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF 0.88 0.00 56.94 -5.03 0.6223 -0.0587
AMZN / Amazon.com, Inc. 0.24 9.16 55.37 14.76 -0.5481
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.09 19.70 54.54 22.58 0.5961 0.0907
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.16 5.49 53.65 7.77 -0.5655
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.78 -8.33 51.64 -6.32 0.5644 -0.0617
PG / The Procter & Gamble Company 0.36 17.52 50.98 9.61 -0.5283
TJX / The TJX Companies, Inc. 0.31 -9.85 47.51 -4.19 0.5193 -0.0440
META / Meta Platforms, Inc. 0.07 31.28 44.52 18.00 0.4866 0.0580
GOOGL / Alphabet Inc. 0.14 0.07 43.85 28.94 -0.3863
MCD / McDonald's Corporation 0.14 0.10 42.34 0.68 -0.4778
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.29 231.69 41.50 237.73 0.4536 0.3140
WMT / Walmart Inc. 0.37 0.70 41.40 8.86 0.4525 0.0205
COST / Costco Wholesale Corporation 0.05 -2.70 41.20 -9.35 0.4503 -0.0660
HD / The Home Depot, Inc. 0.12 20.04 40.53 1.94 -0.4516
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.04 -0.26 40.10 10.23 0.4383 0.0250
ZROZ / PIMCO ETF Trust - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 0.60 0.00 38.44 -5.46 0.4201 -0.0417
RTX / RTX Corporation 0.21 0.21 38.21 9.84 -0.3952
BRK.A / Berkshire Hathaway Inc. 0.07 3.92 35.29 3.90 -0.3858
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.07 -43.15 35.01 -42.56 0.3826 -0.3097
BLK / BlackRock, Inc. 0.03 -0.61 32.87 -8.76 -0.4092
XOM / Exxon Mobil Corporation 0.27 15.76 32.73 23.56 -0.3009
NEE / NextEra Energy, Inc. 0.41 -3.59 32.58 2.52 0.3561 -0.0049
AXP / American Express Company 0.09 1.41 32.03 12.94 0.3500 0.0279
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF 1.05 -9.56 30.79 -10.44 0.3365 -0.0540
ABT / Abbott Laboratories 0.24 -0.76 30.63 -7.17 0.3348 -0.0400
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.50 -11.00 30.02 -11.15 0.3281 -0.0557
UNP / Union Pacific Corporation 0.13 -1.21 29.34 -3.32 -0.3447
LIN / Linde plc 0.07 9.51 28.14 -1.70 -0.3252
SPGI / S&P Global Inc. 0.05 47.68 27.48 58.57 -0.1969
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.13 644.17 26.43 668.87 0.2888 0.2498
QCOM / QUALCOMM Incorporated 0.15 3.45 25.64 6.36 0.2802 0.0064
HON / Honeywell International Inc. 0.13 -2.06 25.28 -9.23 0.2763 -0.0401
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.37 32.70 24.74 34.20 -0.2094
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.08 36.12 24.35 48.10 -0.1868
SYK / Stryker Corporation 0.07 180.59 22.99 166.77 0.2513 0.1534
SCHW / The Charles Schwab Corporation 0.23 23.78 22.78 29.54 -0.1998
FTXP / Foothills Exploration, Inc. 0.02 0.28 22.31 12.97 -0.2243
IBM / International Business Machines Corporation 0.07 -11.78 21.86 -7.39 0.2389 -0.0292
CB / Chubb Limited 0.07 -0.58 21.27 9.94 0.2324 0.0127
DHR / Danaher Corporation 0.09 -1.09 20.90 14.21 -0.2079
CSCO / Cisco Systems, Inc. 0.27 1.38 20.88 14.14 0.2282 0.0204
TPL / Texas Pacific Land Corporation 0.07 198.67 20.35 -8.12 -0.2516
IVE / iShares Trust - iShares S&P 500 Value ETF 0.10 -12.43 20.28 -10.07 0.2217 -0.0345
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.12 -0.61 19.44 1.45 -0.2177
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.26 28.39 19.13 27.87 -0.1699
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.16 1.44 19.12 2.59 0.2090 -0.0027
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.16 -8.31 18.93 -6.36 0.2069 -0.0227
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.38 -0.99 17.98 -1.36 0.1966 -0.0105
CMF / iShares Trust - iShares California Muni Bond ETF 0.31 -0.92 17.96 -0.19 0.1963 -0.0081
ETN / Eaton Corporation plc 0.06 0.66 17.64 -14.21 0.1928 -0.0408
ALL / The Allstate Corporation 0.08 45.43 17.05 41.02 -0.1373
C / Citigroup Inc. 0.14 0.29 16.57 15.31 -0.1633
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.18 117.52 16.55 122.90 0.1809 0.0965
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.14 -1.80 16.16 -1.94 -0.1871
LMT / Lockheed Martin Corporation 0.03 -0.19 15.64 -3.29 -0.1837
AMGN / Amgen Inc. 0.05 5.62 15.63 22.50 0.1708 0.0259
QQQ / Invesco QQQ Trust, Series 1 0.03 -62.20 15.58 -61.32 -0.4577
MBB / iShares Trust - iShares MBS ETF 0.16 -11.02 15.41 -10.95 -0.1966
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.12 -0.13 14.08 -0.09 -0.1601
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.10 280.89 14.02 283.04 -0.0416
EFA / iShares Trust - iShares MSCI EAFE ETF 0.14 6.07 13.92 9.10 -0.1450
BA / The Boeing Company 0.06 16.23 13.92 16.93 -0.1352
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.57 14.49 13.76 18.23 0.1504 0.0182
CL / Colgate-Palmolive Company 0.17 -4.64 13.73 -5.74 0.1501 -0.0154
COR / Cencora, Inc. 0.04 7.69 13.68 16.37 -0.1336
ORLY / O'Reilly Automotive, Inc. 0.15 8.86 13.57 -7.90 -0.1674
TSLA / Tesla, Inc. 0.03 4.38 13.19 5.55 0.1442 0.0022
ACN / Accenture plc 0.05 -2.84 13.03 5.72 0.1424 0.0024
CRM / Salesforce, Inc. 0.05 -1.29 12.97 10.33 0.1418 0.0082
NYF / iShares Trust - iShares New York Muni Bond ETF 0.24 31.83 12.97 32.22 0.1417 0.0303
DE / Deere & Company 0.03 66.09 12.84 69.10 -0.0863
ORCL / Oracle Corporation 0.07 -4.43 12.69 -33.77 -0.2176
LOW / Lowe's Companies, Inc. 0.05 -5.53 12.23 -9.34 0.1337 -0.0196
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.39 -2.01 11.53 -0.32 0.1261 -0.0054
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.05 -8.76 11.23 -7.73 0.1228 -0.0155
PANW / Palo Alto Networks, Inc. 0.06 0.04 11.19 -9.50 0.1223 -0.0181
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF 0.08 -11.15 11.02 -7.50 -0.1353
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.15 11.22 10.91 10.37 0.1192 0.0070
MRK / Merck & Co., Inc. 0.10 -7.95 10.83 15.44 0.1183 0.0118
SAP / SAP SE - Depositary Receipt (Common Stock) 0.04 9.58 10.18 -0.38 -0.1161
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN 0.01 -0.12 9.88 10.26 -0.1018
BRK.A / Berkshire Hathaway Inc. 0.00 -7.14 9.81 -7.07 -0.1199
UBER / Uber Technologies, Inc. 0.12 4.32 9.78 -13.00 -0.1277
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF 0.43 0.16 9.55 -0.20 -0.1088
GE / General Electric Company 0.03 -5.47 9.34 -3.20 -0.1096
IAU / iShares Gold Trust 0.11 -3.00 9.15 8.19 0.1000 0.0039
NOW / ServiceNow, Inc. 0.06 645.80 9.12 24.16 -0.0834
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.04 -9.31 9.05 -8.00 -0.1117
PEP / PepsiCo, Inc. 0.06 -60.33 8.94 -59.46 -0.2506
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.76 8.93 8.87 21.93 -0.0827
KO / The Coca-Cola Company 0.13 -9.42 8.83 -4.52 -0.1051
DIS / The Walt Disney Company 0.08 1.93 8.79 1.28 0.0961 -0.0025
BAC / Bank of America Corporation 0.16 4.84 8.74 11.77 0.0955 0.0067
MA / Mastercard Incorporated 0.02 0.99 8.72 1.36 -0.0978
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF 0.12 -20.72 8.64 -11.94 0.0945 -0.0170
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.03 -0.99 8.63 -5.92 -0.1041
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.04 -60.98 8.55 -60.16 0.0934 -0.1503
CVX / Chevron Corporation 0.06 -36.56 8.50 -37.73 0.0929 -0.0622
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.04 0.18 8.41 1.16 -0.0944
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.12 -14.09 8.17 -12.40 0.0893 -0.0166
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.06 102.29 8.13 65.93 -0.0557
GEV / GE Vernova Inc. 0.01 -1.37 8.10 4.84 0.0885 0.0008
MCK / McKesson Corporation 0.01 -13.83 8.08 -8.51 0.0884 -0.0120
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.10 11.40 7.99 10.92 -0.0818
AEM / Agnico Eagle Mines Limited 0.05 3.07 7.87 3.66 0.0860 -0.0002
ADP / Automatic Data Processing, Inc. 0.03 -11.71 7.72 -22.62 0.0844 -0.0290
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF 0.17 -2.39 7.71 1.30 0.0842 -0.0022
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.08 35.35 7.71 62.18 0.0842 0.0303
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 0.18 1.38 7.61 2.26 0.0831 -0.0014
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.05 4.84 7.55 7.32 -0.0799
TMO / Thermo Fisher Scientific Inc. 0.01 -10.55 7.35 6.87 -0.0781
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.07 -10.19 7.19 -10.45 -0.0912
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.02 16.34 7.15 14.95 0.0782 0.0075
DUK / Duke Energy Corporation 0.06 12.34 6.91 6.41 -0.0738
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.22 48.70 6.80 45.62 0.0743 0.0213
ISRG / Intuitive Surgical, Inc. 0.01 3.35 6.80 30.87 0.0743 0.0153
MAR / Marriott International, Inc. 0.02 1,021.49 6.62 1,237.37 0.0724 0.0667
PM / Philip Morris International Inc. 0.04 -50.45 6.56 -51.00 0.0717 -0.0803
PGR / The Progressive Corporation 0.03 -56.61 6.50 -59.99 0.0711 -0.1135
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF 0.24 21.26 6.21 21.97 0.0679 0.0100
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF 0.04 -0.87 6.06 1.71 0.0663 -0.0014
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.08 -8.07 6.06 -7.10 -0.0741
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF 0.10 -3.29 6.02 -2.84 -0.0704
CI / The Cigna Group 0.02 -4.19 5.98 -8.51 0.0653 -0.0089
TER / Teradyne, Inc. 0.03 10.39 5.89 55.25 0.0644 0.0213
MMM / 3M Company 0.04 -52.71 5.79 -51.22 0.0632 -0.0715
PFE / Pfizer Inc. 0.23 -3.10 5.73 -5.29 0.0626 -0.0061
CCEP / Coca-Cola Europacific Partners PLC 0.06 6.01 5.73 6.35 -0.0612
JBL / Jabil Inc. 0.03 5.72 0.0625 0.0625
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.17 1.95 5.51 0.05 0.0603 -0.0023
ABNB / Airbnb, Inc. 0.04 -0.01 5.50 11.77 -0.0559
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.11 -6.00 5.44 -6.42 -0.0660
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.05 -15.76 5.43 -16.73 -0.0740
NXPI / NXP Semiconductors N.V. 0.02 2.39 5.42 -2.41 -0.0631
WDAY / Workday, Inc. 0.03 18.70 5.38 5.90 -0.0577
IWB / iShares Trust - iShares Russell 1000 ETF 0.01 21.71 5.34 24.37 0.0584 0.0096
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.10 -6.98 5.26 -4.69 -0.0627
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.16 -2.76 5.19 -0.59 0.0567 -0.0026
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.17 5.88 5.17 4.38 0.0565 0.0002
ITW / Illinois Tool Works Inc. 0.02 -25.69 5.08 -29.82 0.0556 -0.0267
J / Jacobs Solutions Inc. 0.04 4.86 4.91 -7.32 0.0537 -0.0065
TMUS / T-Mobile US, Inc. 0.02 -47.34 4.82 -55.34 0.0527 -0.0700
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.11 -14.49 4.81 -12.10 -0.0621
APP / AppLovin Corporation 0.01 0.70 4.73 -5.57 -0.0569
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.03 0.07 4.68 2.56 0.0512 -0.0007
CARR / Carrier Global Corporation 0.09 1,854.39 4.65 1,634.33 0.0508 0.0478
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.16 22.02 4.59 24.57 -0.0419
SPG / Simon Property Group, Inc. 0.02 -10.11 4.56 -11.34 0.0498 -0.0086
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.06 2.14 4.53 5.27 -0.0489
CVS / CVS Health Corporation 0.06 5.66 4.51 11.20 -0.0460
FDX / FedEx Corporation 0.02 11.77 4.44 36.95 -0.0369
VMC / Vulcan Materials Company 0.02 1,807.98 4.44 1,674.00 0.0485 0.0456
EMR / Emerson Electric Co. 0.03 7.50 4.43 8.77 0.0484 0.0022
GWW / W.W. Grainger, Inc. 0.00 4.39 0.0479 0.0479
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.16 15.16 4.37 17.66 -0.0422
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF 0.17 5.52 4.27 5.15 0.0467 0.0005
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.06 1,810.09 4.26 1,918.48 -0.0024
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.05 -11.27 4.25 -0.91 0.0464 -0.0023
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.05 -10.83 4.22 -9.35 -0.0529
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF 0.03 12.73 4.18 12.31 0.0457 0.0034
VZ / Verizon Communications Inc. 0.10 -3.83 4.14 -10.88 -0.0528
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.05 -19.99 4.13 -17.85 0.0452 -0.0120
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.02 -3.15 4.05 -2.24 -0.0471
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF 0.03 -0.06 4.05 0.55 0.0443 -0.0015
NFLX / Netflix, Inc. 0.04 768.61 4.03 -32.08 -0.0674
GILD / Gilead Sciences, Inc. 0.03 8.19 3.95 19.62 0.0431 0.0057
CASY / Casey's General Stores, Inc. 0.01 108.31 3.94 103.67 0.0430 0.0211
RCL / Royal Caribbean Cruises Ltd. 0.01 3.84 0.0420 0.0420
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.06 0.91 3.83 1.92 0.0418 -0.0008
T / AT&T Inc. 0.15 5.43 3.72 -7.25 -0.0456
INTC / Intel Corporation 0.10 -6.03 3.65 3.34 0.0399 -0.0002
BMY / Bristol-Myers Squibb Company 0.07 -16.86 3.57 -0.59 -0.0407
ITT / ITT Inc. 0.02 0.98 3.57 -1.98 0.0390 -0.0024
IGM / iShares Trust - iShares Expanded Tech Sector ETF 0.03 -45.18 3.54 -43.78 -0.0716
NKE / NIKE, Inc. 0.06 -59.71 3.54 -63.19 0.0386 -0.0705
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 6.09 3.48 7.12 -0.0369
GLD / SPDR Gold Shares 0.01 1.26 3.47 12.90 0.0380 0.0030
IDXX / IDEXX Laboratories, Inc. 0.01 0.12 3.43 6.03 0.0375 0.0007
RBRK / Rubrik, Inc. 0.04 1.95 3.41 -5.20 -0.0408
TGT / Target Corporation 0.03 -8.06 3.39 0.18 -0.0384
INTU / Intuit Inc. 0.01 11.76 3.38 8.40 0.0370 0.0015
PSTG / Everpure, Inc. 0.05 -2.17 3.35 -21.79 -0.0487
AKAM / Akamai Technologies, Inc. 0.04 0.00 3.26 15.15 -0.0322
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.02 0.00 3.25 1.00 -0.0365
APD / Air Products and Chemicals, Inc. 0.01 -15.03 3.19 -23.03 0.0349 -0.0122
EMSF / Matthews International Funds - Matthews Emerging Markets Sustainable Future Active ETF 0.11 -4.85 3.19 -7.73 0.0348 -0.0044
LDOS / Leidos Holdings, Inc. 0.02 -43.31 3.15 -45.88 0.0345 -0.0317
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.02 60.31 3.14 -18.11 -0.0435
SPOT / Spotify Technology S.A. 0.01 -57.73 3.07 -64.83 0.0335 -0.0655
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.02 -0.52 3.03 -4.36 -0.0360
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF 0.05 0.12 3.02 3.39 -0.0332
ELV / Elevance Health, Inc. 0.01 -81.96 3.02 -80.43 -0.1752
OKE / ONEOK, Inc. 0.04 9.91 3.02 10.72 -0.0309
CRWD / CrowdStrike Holdings, Inc. 0.01 13.38 3.02 8.38 0.0330 0.0014
ICE / Intercontinental Exchange, Inc. 0.02 10.52 2.91 6.23 0.0319 0.0007
RACE / Ferrari N.V. 0.01 2.82 0.0309 0.0309
APH / Amphenol Corporation 0.02 0.38 2.82 9.60 0.0308 0.0016
WFC / Wells Fargo & Company 0.03 12.49 2.82 25.08 -0.0256
CNI / Canadian National Railway Company 0.03 -25.24 2.81 -21.65 -0.0408
AMAT / Applied Materials, Inc. 0.01 30.03 2.81 63.30 -0.0196
EMXF / iShares Trust - iShares ESG Advanced MSCI EM ETF 0.06 -4.63 2.79 -1.97 0.0305 -0.0018
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.02 44.75 2.76 47.83 -0.0212
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.10 0.19 2.75 2.23 0.0300 -0.0005
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.03 0.00 2.72 -0.26 0.0298 -0.0012
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.02 1.58 2.68 3.04 0.0293 -0.0003
FCX / Freeport-McMoRan Inc. 0.05 26.72 2.67 64.10 0.0291 0.0107
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.08 0.12 2.56 2.65 -0.0283
TXN / Texas Instruments Incorporated 0.01 -8.63 2.54 -13.72 0.0278 -0.0057
DAR / Darling Ingredients Inc. 0.07 -14.88 2.49 -0.76 0.0272 -0.0013
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.06 -15.06 2.47 -14.04 0.0271 -0.0056
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF 0.03 -3.01 2.47 -3.93 0.0270 -0.0022
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.03 -69.46 2.46 -68.73 0.0269 -0.0624
BDX / Becton, Dickinson and Company 0.01 -1.37 2.45 2.25 -0.0272
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 -2.92 2.39 -3.16 0.0262 -0.0019
NDAQ / Nasdaq, Inc. 0.02 -1.51 2.39 8.16 -0.0251
HLT / Hilton Worldwide Holdings Inc. 0.01 2.35 0.0257 0.0257
F / Ford Motor Company 0.18 9.16 2.35 19.77 0.0256 0.0034
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust 0.00 2.69 2.32 3.94 -0.0254
OEF / iShares Trust - iShares S&P 100 ETF 0.01 67.09 2.32 72.20 0.0254 0.0101
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.03 -2.30 2.30 -0.73 -0.0263
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.03 151.28 2.24 143.17 0.0245 0.0140
EBAY / eBay Inc. 0.03 34.24 2.24 28.59 -0.0198
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.02 0.00 2.19 1.06 -0.0246
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.01 20.12 2.15 33.15 0.0235 0.0052
PLTR / Palantir Technologies Inc. 0.01 26.17 2.15 22.94 0.0235 0.0036
AMP / Ameriprise Financial, Inc. 0.00 -0.14 2.15 -0.33 -0.0244
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.02 -5.66 2.12 -3.24 0.0232 -0.0017
CTAS / Cintas Corporation 0.01 8.24 2.09 -0.81 0.0229 -0.0011
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 0.05 -3.70 2.09 -1.46 0.0229 -0.0013
NTRS / Northern Trust Corporation 0.02 -9.90 2.09 -8.59 0.0228 -0.0031
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.02 2.52 2.06 4.68 -0.0223
MS / Morgan Stanley 0.01 16.11 2.04 29.67 0.0223 0.0044
UNH / UnitedHealth Group Incorporated 0.01 -1.87 2.02 -6.21 0.0221 -0.0024
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.02 -5.23 2.01 -4.14 -0.0239
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF 0.02 0.00 2.00 -0.40 0.0218 -0.0009
AMD / Advanced Micro Devices, Inc. 0.01 -6.91 1.97 23.22 -0.0182
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.02 0.00 1.95 2.85 -0.0215
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF 0.05 0.40 1.92 3.90 -0.0210
COF / Capital One Financial Corporation 0.01 28.19 1.91 46.09 0.0209 0.0060
EL / The Estée Lauder Companies Inc. 0.02 1.87 0.0205 0.0205
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.04 -81.07 1.87 -82.65 -0.1222
OKTA / Okta, Inc. 0.02 -0.15 1.83 -5.86 -0.0221
ADI / Analog Devices, Inc. 0.01 5.31 1.83 16.22 -0.0179
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 -1.56 1.83 0.38 -0.0207
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.02 3.94 1.80 6.75 0.0197 0.0005
MU / Micron Technology, Inc. 0.01 0.61 1.80 71.61 -0.0119
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.01 -4.93 1.79 -6.29 0.0195 -0.0021
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.01 -0.95 1.78 1.37 -0.0199
ROP / Roper Technologies, Inc. 0.00 -22.72 1.77 -31.03 0.0194 -0.0098
GLW / Corning Incorporated 0.02 18.83 1.76 26.91 0.0192 0.0035
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 0.00 1.75 2.10 0.0191 -0.0003
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 4.44 1.75 6.26 -0.0187
VEUS.X / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.02 -1.09 1.74 3.64 -0.0190
WM / Waste Management, Inc. 0.01 -83.90 1.73 -83.99 0.0189 -0.1039
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.06 34.94 1.72 35.56 0.0188 0.0044
BK / The Bank of New York Mellon Corporation 0.01 10.72 1.68 17.98 0.0184 0.0022
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.05 -0.33 1.67 0.48 -0.0189
FXI / iShares Trust - iShares China Large-Cap ETF 0.04 55.64 1.67 44.91 0.0182 0.0051
NSC / Norfolk Southern Corporation 0.01 4.91 1.64 0.80 0.0180 -0.0006
KMI / Kinder Morgan, Inc. 0.06 3.55 1.64 0.55 0.0179 -0.0006
LUV / Southwest Airlines Co. 0.04 -24.10 1.63 -1.69 0.0178 -0.0010
BR / Broadridge Financial Solutions, Inc. 0.01 -14.32 1.60 -19.71 -0.0226
AME / AMETEK, Inc. 0.01 -3.97 1.59 4.89 -0.0172
VOYG / Voyager Technologies, Inc. 0.06 1.58 0.0173 0.0173
WYNN / Wynn Resorts, Limited 0.01 -0.03 1.57 -6.23 -0.0190
KMB / Kimberly-Clark Corporation 0.02 -10.05 1.56 -27.04 0.0171 -0.0072
ADBE / Adobe Inc. 0.00 -9.99 1.56 -10.67 -0.0198
AFL / Aflac Incorporated 0.01 27.83 1.56 26.18 0.0170 0.0030
GD / General Dynamics Corporation 0.00 -0.37 1.53 -1.67 0.0168 -0.0009
MO / Altria Group, Inc. 0.03 3.48 1.53 -9.72 0.0168 -0.0025
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 -7.30 1.52 -4.96 0.0166 -0.0015
CEG / Constellation Energy Corporation 0.00 18.86 1.51 27.56 0.0165 0.0031
PLD / Prologis, Inc. 0.01 -4.63 1.50 6.31 0.0164 0.0004
MDLZ / Mondelez International, Inc. 0.03 -16.36 1.49 -27.95 -0.0235
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -4.88 1.48 -5.48 0.0162 -0.0016
LRCX / Lam Research Corporation 0.01 -27.73 1.42 -7.58 0.0155 -0.0019
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.02 -9.29 1.41 -9.94 -0.0178
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 2.00 1.40 9.72 -0.0145
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF 0.01 7.27 1.40 19.33 0.0152 0.0020
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.02 -14.15 1.39 -12.51 0.0152 -0.0029
PYPL / PayPal Holdings, Inc. 0.02 -5.29 1.38 -17.57 0.0151 -0.0039
AZO / AutoZone, Inc. 0.00 -7.48 1.38 -26.86 0.0151 -0.0064
SHEN / Shenandoah Telecommunications Company 0.12 0.00 1.38 -13.85 0.0151 -0.0031
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF 0.01 0.00 1.37 1.26 0.0150 -0.0004
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.05 32.06 1.37 33.95 -0.0116
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.01 0.00 1.36 1.72 0.0149 -0.0003
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF 0.01 3.26 1.36 5.77 0.0148 0.0003
CMI / Cummins Inc. 0.00 20.63 1.35 45.72 -0.0105
HCA / HCA Healthcare, Inc. 0.00 43.29 1.34 57.09 0.0146 0.0049
BX / Blackstone Inc. 0.01 0.09 1.34 -9.66 -0.0168
GIS / General Mills, Inc. 0.03 -12.36 1.33 -19.17 -0.0187
DOV / Dover Corporation 0.01 11.18 1.32 30.05 0.0144 0.0029
EWC / iShares, Inc. - iShares MSCI Canada ETF 0.02 0.00 1.30 6.63 -0.0139
ROK / Rockwell Automation, Inc. 0.00 1.62 1.29 13.06 -0.0130
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF 0.01 -9.78 1.28 12.09 0.0140 0.0010
WMB / The Williams Companies, Inc. 0.02 -0.38 1.26 -5.47 0.0138 -0.0014
MMC / Marsh & McLennan Companies, Inc. 0.01 -2.41 1.25 -10.17 -0.0158
MDT / Medtronic plc 0.01 4.73 1.24 5.61 -0.0134
MCO / Moody's Corporation 0.00 7.99 1.24 15.75 -0.0121
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 -7.76 1.23 1.82 -0.0138
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.01 0.00 1.23 1.07 0.0134 -0.0004
FTNT / Fortinet, Inc. 0.02 0.32 1.20 -5.27 -0.0144
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF 0.01 105.89 1.20 2.65 -0.0133
VRTX / Vertex Pharmaceuticals Incorporated 0.00 39.52 1.20 61.49 0.0131 0.0047
GBTC / Grayscale Bitcoin Trust (BTC) 0.02 -0.63 1.18 -24.36 0.0129 -0.0048
HSY / The Hershey Company 0.01 0.42 1.17 -2.33 -0.0136
RY / Royal Bank of Canada 0.01 0.00 1.17 15.69 -0.0114
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 0.00 1.15 2.04 -0.0128
AEP / American Electric Power Company, Inc. 0.01 -1.35 1.14 1.15 0.0125 -0.0003
DELL / Dell Technologies Inc. 0.01 -1.48 1.14 -12.56 -0.0148
SBUX / Starbucks Corporation 0.01 -27.34 1.14 -27.66 0.0124 -0.0054
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 0.02 -28.39 1.12 -28.91 0.0122 -0.0057
CMCSA / Comcast Corporation 0.04 -2.93 1.11 -7.65 0.0121 -0.0015
CLF / Cleveland-Cliffs Inc. 0.08 6.49 1.11 15.95 -0.0108
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.02 0.00 1.08 3.34 0.0118 -0.0001
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF 0.01 0.62 1.08 0.00 0.0118 -0.0005
SHW / The Sherwin-Williams Company 0.00 2.46 1.08 -4.18 -0.0128
BKNG / Booking Holdings Inc. 0.00 10.50 1.07 9.31 -0.0111
ULTA / Ulta Beauty, Inc. 0.00 -0.40 1.07 10.24 0.0117 0.0007
EXC / Exelon Corporation 0.02 4.08 1.03 0.88 0.0112 -0.0003
EZU / iShares, Inc. - iShares MSCI Eurozone ETF 0.02 -3.49 1.02 -0.10 0.0112 -0.0005
CAH / Cardinal Health, Inc. 0.00 1.02 0.0111 0.0111
NGD / New Gold Inc. 0.12 0.00 1.01 21.29 -0.0095
SNA / Snap-on Incorporated 0.00 -0.58 1.01 -1.17 -0.0116
ADSK / Autodesk, Inc. 0.01 75.34 1.00 -1.47 -0.0116
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.02 8.82 1.00 10.64 0.0109 0.0007
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF 0.02 191.59 0.98 42.88 -0.0078
DASH / DoorDash, Inc. 0.00 0.40 0.97 -16.42 -0.0132
O / Realty Income Corporation 0.02 -0.02 0.93 -7.21 -0.0114
BCS / Barclays PLC - Depositary Receipt (Common Stock) 0.04 2.58 0.92 26.45 0.0100 0.0018
DOCU / DocuSign, Inc. 0.01 -16.17 0.90 -20.48 -0.0129
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.02 -4.25 0.90 -3.97 0.0098 -0.0008
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund 0.00 0.00 0.88 15.18 0.0096 0.0009
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.01 0.37 0.87 0.12 -0.0098
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.01 0.87 0.0095 0.0095
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 4.64 0.86 6.98 -0.0091
JKHY / Jack Henry & Associates, Inc. 0.00 -0.15 0.86 22.25 0.0094 0.0014
ELAN / Elanco Animal Health Incorporated 0.04 0.40 0.86 12.78 0.0094 0.0007
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF 0.02 0.00 0.84 0.24 0.0092 -0.0003
KR / The Kroger Co. 0.01 -17.93 0.83 -23.93 -0.0124
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock) 0.01 0.00 0.83 60.08 0.0090 0.0032
CME / CME Group Inc. 0.00 7.51 0.82 8.61 -0.0086
IBB / iShares Trust - iShares Biotechnology ETF 0.00 -0.27 0.82 16.60 0.0089 0.0010
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF 0.02 1.38 0.81 1.37 0.0089 -0.0002
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.01 0.00 0.81 1.12 0.0089 -0.0002
BKD / Brookdale Senior Living Inc. 0.07 0.00 0.81 27.40 0.0088 0.0016
ET / Energy Transfer LP - Limited Partnership 0.05 3.22 0.81 -0.86 -0.0092
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.01 42.14 0.80 46.24 0.0087 0.0025
HWM / Howmet Aerospace Inc. 0.00 2.09 0.78 6.70 0.0085 0.0002
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.02 0.00 0.78 0.26 0.0085 -0.0003
PAAS / Pan American Silver Corp. 0.01 0.00 0.76 33.92 0.0083 0.0019
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.01 0.90 0.76 0.66 -0.0086
URI / United Rentals, Inc. 0.00 29.17 0.75 9.56 0.0082 0.0004
IMAX / IMAX Corporation 0.02 -19.93 0.74 -9.62 -0.0093
AJG / Arthur J. Gallagher & Co. 0.00 0.14 0.73 -16.31 -0.0100
GDX / VanEck ETF Trust - VanEck Gold Miners ETF 0.01 4.56 0.73 17.26 -0.0070
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 0.72 0.0000
ARKB / ARK 21Shares Bitcoin ETF 0.02 0.71 0.0078 0.0078
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.01 -25.81 0.71 -24.14 0.0077 -0.0029
PAYX / Paychex, Inc. 0.01 1.66 0.70 -10.04 0.0076 -0.0012
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF 0.02 0.00 0.69 3.28 -0.0076
STE / STERIS plc 0.00 0.00 0.69 2.39 -0.0076
PNC / The PNC Financial Services Group, Inc. 0.00 220.35 0.69 233.01 0.0075 0.0052
GM / General Motors Company 0.01 1.77 0.68 35.60 -0.0057
HIG / The Hartford Insurance Group, Inc. 0.00 -1.07 0.68 2.27 0.0074 -0.0001
RKLB / Rocket Lab Corporation 0.01 0.94 0.67 47.05 -0.0052
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.01 82.23 0.67 84.34 0.0073 0.0032
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF 0.01 -4.39 0.67 -6.45 0.0073 -0.0008
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 2.85 0.66 4.44 0.0072 0.0000
MPC / Marathon Petroleum Corporation 0.00 -2.65 0.66 -17.85 -0.0091
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF 0.01 1.60 0.65 0.62 0.0071 -0.0002
FICO / Fair Isaac Corporation 0.00 0.53 0.65 13.56 0.0071 0.0006
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 0.64 0.0000
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.01 0.00 0.64 -0.47 -0.0073
WEC / WEC Energy Group, Inc. 0.01 0.00 0.64 -7.93 0.0070 -0.0009
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.01 45.80 0.64 48.83 0.0070 0.0021
PSX / Phillips 66 0.00 13.54 0.64 7.80 -0.0067
LH / Labcorp Holdings Inc. 0.00 0.60 0.64 -12.05 -0.0082
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 0.00 0.63 2.43 0.0069 -0.0001
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.00 66.60 0.63 71.58 -0.0042
COP / ConocoPhillips 0.01 -38.27 0.63 -38.97 -0.0117
SHOP / Shopify Inc. 0.00 4.73 0.62 13.48 -0.0062
BSM / Black Stone Minerals, L.P. - Limited Partnership 0.05 -6.99 0.62 -5.95 -0.0074
IXN / iShares Trust - iShares Global Tech ETF 0.01 0.00 0.62 1.82 0.0067 -0.0001
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF 0.01 -0.51 0.61 0.33 -0.0069
SHAK / Shake Shack Inc. 0.01 -0.04 0.61 -13.35 -0.0080
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 14.07 0.61 14.31 -0.0060
JLL / Jones Lang LaSalle Incorporated 0.00 0.00 0.60 12.81 -0.0060
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 2.36 0.59 13.76 -0.0059
ETR / Entergy Corporation 0.01 -2.27 0.59 -2.99 -0.0069
H / Hyatt Hotels Corporation 0.00 0.00 0.58 13.04 -0.0058
TRV / The Travelers Companies, Inc. 0.00 38.57 0.58 43.92 0.0063 0.0018
BSX / Boston Scientific Corporation 0.01 1.32 0.58 -1.03 0.0063 -0.0003
VTR / Ventas, Inc. 0.01 0.16 0.57 10.81 0.0063 0.0004
HP / Helmerich & Payne, Inc. 0.02 0.00 0.57 29.93 -0.0050
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF 0.01 -2.14 0.57 0.53 0.0062 -0.0002
FIGS / FIGS, Inc. 0.05 0.00 0.57 70.06 0.0062 0.0024
WSO / Watsco, Inc. 0.00 0.12 0.57 -16.62 0.0062 -0.0015
MET / MetLife, Inc. 0.01 -4.04 0.56 -7.99 0.0062 -0.0008
KOID / KraneShares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF 0.02 0.00 0.56 -0.71 -0.0065
NTNX / Nutanix, Inc. 0.01 -2.41 0.56 -32.23 -0.0093
YUM / Yum! Brands, Inc. 0.00 0.36 0.55 -0.18 -0.0063
CPRT / Copart, Inc. 0.01 0.00 0.55 -12.88 0.0060 -0.0012
HAP / VanEck ETF Trust - VanEck Natural Resources ETF 0.01 0.00 0.54 5.43 0.0059 0.0001
COIN / Coinbase Global, Inc. 0.00 -3.57 0.54 -35.36 0.0059 -0.0036
PRU / Prudential Financial, Inc. 0.00 83.82 0.54 100.37 0.0059 0.0028
LIND / Lindblad Expeditions Holdings, Inc. 0.04 0.00 0.54 12.50 0.0059 0.0005
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 5.97 0.54 4.86 0.0059 0.0001
ECL / Ecolab Inc. 0.00 -26.75 0.54 -29.75 -0.0087
AON / Aon plc 0.00 92.49 0.53 90.36 0.0058 0.0027
L / Loews Corporation 0.01 -0.79 0.53 3.94 0.0058 0.0000
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.01 65.45 0.53 83.57 0.0057 0.0025
EUFN / iShares Trust - iShares MSCI Europe Financials ETF 0.01 0.00 0.52 7.90 0.0057 0.0002
LVS / Las Vegas Sands Corp. 0.01 -4.11 0.52 15.99 0.0056 0.0006
WRB / W. R. Berkley Corporation 0.01 -1.25 0.51 -9.73 0.0056 -0.0008
ALK / Alaska Air Group, Inc. 0.01 -0.19 0.51 1.00 -0.0057
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.00 1.20 0.50 3.28 0.0055 -0.0000
IYF / iShares Trust - iShares U.S. Financials ETF 0.00 0.00 0.50 1.83 0.0055 -0.0001
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 -9.27 0.49 -6.97 0.0054 -0.0006
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 108.40 0.49 108.02 0.0054 0.0027
BKR / Baker Hughes Company 0.01 -0.04 0.49 -6.70 -0.0059
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.01 1.59 0.48 1.27 0.0052 -0.0001
CNEQ / Alger Funds - Concentrated Equity Fund 0.01 0.00 0.48 -2.06 -0.0055
BRO / Brown & Brown, Inc. 0.01 0.95 0.47 -14.31 -0.0063
SBR / Sabine Royalty Trust 0.01 -11.03 0.47 -23.16 -0.0070
ATO / Atmos Energy Corporation 0.00 18.52 0.47 16.34 0.0051 0.0005
USB / U.S. Bancorp 0.01 -0.23 0.47 10.14 0.0051 0.0003
XYL / Xylem Inc. 0.00 -0.41 0.46 -8.12 0.0051 -0.0007
HST / Host Hotels & Resorts, Inc. 0.03 -0.25 0.46 3.80 0.0051 -0.0000
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 37.49 0.46 37.01 0.0050 0.0012
CALI / BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF 0.01 16.46 0.46 15.91 -0.0045
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 0.01 0.00 0.46 -0.22 -0.0052
TDG / TransDigm Group Incorporated 0.00 1.52 0.45 2.53 0.0049 -0.0001
FPRO / Fidelity Covington Trust - Fidelity Real Estate Investment ETF 0.02 0.00 0.44 -1.34 0.0049 -0.0003
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -93.07 0.44 -93.17 0.0048 -0.0683
RSG / Republic Services, Inc. 0.00 -80.75 0.44 -82.24 -0.0281
EXEL / Exelixis, Inc. 0.01 0.00 0.44 6.04 0.0048 0.0001
SMCI / Super Micro Computer, Inc. 0.01 0.88 0.44 -38.54 -0.0081
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF 0.01 0.43 0.44 21.05 -0.0041
EIS / iShares, Inc. - iShares MSCI Israel ETF 0.00 0.00 0.43 9.62 -0.0045
OSIS / OSI Systems, Inc. 0.00 0.00 0.43 2.36 -0.0048
SO / The Southern Company 0.00 7.49 0.43 -1.15 0.0047 -0.0002
NOC / Northrop Grumman Corporation 0.00 9.93 0.43 2.88 -0.0047
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF 0.00 -94.20 0.42 -94.29 0.0046 -0.0795
VLO / Valero Energy Corporation 0.00 25.25 0.42 19.83 -0.0040
EWJ / iShares, Inc. - iShares MSCI Japan ETF 0.01 -3.58 0.42 -3.01 -0.0049
DFE / WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund 0.01 -12.05 0.42 -10.28 0.0046 -0.0007
LYFT / Lyft, Inc. 0.02 0.24 0.42 -11.81 -0.0054
ONON / On Holding AG 0.01 -3.27 0.42 6.09 0.0046 0.0001
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.00 0.00 0.42 2.71 0.0046 -0.0001
ONB / Old National Bancorp 0.02 -0.01 0.41 1.73 0.0045 -0.0001
DAL / Delta Air Lines, Inc. 0.01 -3.41 0.41 18.21 0.0045 0.0005
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.01 -8.66 0.40 -9.21 0.0044 -0.0006
RBLX / Roblox Corporation 0.00 0.30 0.40 -41.40 0.0044 -0.0034
AIG / American International Group, Inc. 0.00 0.84 0.40 9.89 -0.0041
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.00 0.00 0.39 -7.94 0.0043 -0.0006
UPS / United Parcel Service, Inc. 0.00 -62.85 0.39 -55.90 0.0043 -0.0058
COKE / Coca-Cola Consolidated, Inc. 0.00 -3.07 0.39 26.89 0.0042 0.0008
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF 0.02 -63.96 0.39 -64.42 -0.0123
LEN / Lennar Corporation 0.00 77.44 0.38 44.70 -0.0030
PCAR / PACCAR Inc 0.00 0.00 0.38 11.24 0.0041 0.0003
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF 0.00 0.10 0.37 1.37 0.0041 -0.0001
STT / State Street Corporation 0.00 0.00 0.36 10.98 0.0040 0.0003
HEI / HEICO Corporation 0.00 0.00 0.36 -0.82 0.0040 -0.0002
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF 0.01 -11.33 0.36 -10.67 0.0039 -0.0006
ATR / AptarGroup, Inc. 0.00 15.15 0.36 5.01 0.0039 0.0000
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust 0.00 -37.11 0.36 -34.74 0.0039 -0.0023
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 75.17 0.35 77.00 -0.0023
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF 0.00 0.00 0.35 0.57 -0.0040
TGB / Taseko Mines Limited 0.06 0.00 0.35 34.10 0.0038 0.0009
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.00 0.00 0.35 -0.85 -0.0040
IGOV / iShares Trust - iShares International Treasury Bond ETF 0.01 -12.47 0.35 -14.29 0.0038 -0.0008
ED / Consolidated Edison, Inc. 0.00 7.16 0.35 6.10 0.0038 0.0001
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.01 -1.45 0.35 -1.42 -0.0040
AMT / American Tower Corporation 0.00 -7.28 0.34 -15.21 -0.0046
RITM / Rithm Capital Corp. 0.03 0.34 0.0037 0.0037
IYE / iShares Trust - iShares U.S. Energy ETF 0.01 0.00 0.34 0.00 -0.0038
VTRS / Viatris Inc. 0.03 -0.46 0.34 25.00 0.0037 0.0006
LFUS / Littelfuse, Inc. 0.00 0.00 0.33 -2.34 -0.0039
VAW / Vanguard World Fund - Vanguard Materials ETF 0.00 -1.23 0.33 0.30 -0.0038
NVMI / Nova Ltd. 0.00 0.00 0.33 2.82 0.0036 -0.0000
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 0.00 0.33 5.16 0.0036 0.0000
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.33 0.0000
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF 0.01 0.00 0.32 3.55 0.0035 -0.0000
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund 0.01 0.00 0.32 -4.46 -0.0038
CRNX / Crinetics Pharmaceuticals, Inc. 0.01 20.19 0.32 34.18 0.0035 0.0008
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock) 0.00 0.00 0.32 -0.94 0.0035 -0.0002
NVR / NVR, Inc. 0.00 0.00 0.31 -9.28 0.0034 -0.0005
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 0.01 0.08 0.31 3.30 0.0034 -0.0000
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF 0.00 -1.76 0.31 19.54 -0.0030
EQT / EQT Corporation 0.01 0.38 0.31 -0.95 -0.0036
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 0.01 -2.96 0.31 -3.13 0.0034 -0.0003
REGN / Regeneron Pharmaceuticals, Inc. 0.00 -93.94 0.31 -91.70 0.0034 -0.0388
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.28 0.31 -5.81 0.0034 -0.0003
CSGP / CoStar Group, Inc. 0.00 -12.35 0.31 -30.16 0.0034 -0.0016
GPC / Genuine Parts Company 0.00 0.45 0.30 -10.85 -0.0039
0NHS / Nutrien Ltd. 0.00 0.00 0.30 4.86 -0.0033
SRE / Sempra 0.00 13.16 0.30 10.86 0.0032 0.0002
TEL / TE Connectivity plc 0.00 1.64 0.30 5.71 -0.0032
SFM / Sprouts Farmers Market, Inc. 0.00 0.00 0.29 -26.87 0.0032 -0.0014
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF 0.00 0.00 0.29 3.17 -0.0032
LPX / Louisiana-Pacific Corporation 0.00 0.00 0.29 -9.03 0.0032 -0.0005
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0.00 0.00 0.29 2.11 0.0032 -0.0001
MFC / Manulife Financial Corporation 0.01 0.00 0.29 16.47 -0.0028
MTD / Mettler-Toledo International Inc. 0.00 1.46 0.29 15.08 0.0032 0.0003
PH / Parker-Hannifin Corporation 0.00 -52.05 0.29 -44.40 0.0031 -0.0027
NHC / National HealthCare Corporation 0.00 0.00 0.29 12.55 0.0031 0.0002
MLM / Martin Marietta Materials, Inc. 0.00 -8.18 0.29 -9.21 -0.0036
ZTS / Zoetis Inc. 0.00 -15.52 0.29 -27.41 0.0031 -0.0013
DRI / Darden Restaurants, Inc. 0.00 0.00 0.28 -3.07 0.0031 -0.0002
EFR / Eaton Vance Senior Floating-Rate Trust 0.03 -55.56 0.28 -56.84 0.0031 -0.0043
PHYS / Sprott Physical Gold Trust 0.01 0.00 0.28 11.55 -0.0029
EW / Edwards Lifesciences Corporation 0.00 1.85 0.28 11.74 -0.0028
CTVA / Corteva, Inc. 0.00 0.00 0.27 -0.73 0.0030 -0.0001
DPZ / Domino's Pizza, Inc. 0.00 0.00 0.27 -3.55 -0.0032
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -33.73 0.27 -39.69 0.0030 -0.0021
PWR / Quanta Services, Inc. 0.00 0.27 0.0030 0.0030
EWU / iShares Trust - iShares MSCI United Kingdom ETF 0.01 -4.32 0.27 0.37 0.0030 -0.0001
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF 0.00 0.00 0.27 -2.17 0.0030 -0.0002
BTC / Grayscale Bitcoin Mini Trust 0.01 56.69 0.27 19.73 -0.0025
EWY / iShares, Inc. - iShares MSCI South Korea ETF 0.00 0.00 0.27 21.46 0.0029 0.0004
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 2.28 0.27 2.32 -0.0030
MCHP / Microchip Technology Incorporated 0.00 0.00 0.26 -0.75 0.0029 -0.0001
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF 0.01 -4.02 0.26 -5.07 -0.0031
BHP / BHP Group Limited - Depositary Receipt (Common Stock) 0.00 0.00 0.26 8.26 0.0029 0.0001
MELI / MercadoLibre, Inc. 0.00 0.78 0.26 -13.29 -0.0034
EMHC / SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF 0.01 0.00 0.26 0.78 0.0029 -0.0001
DD / DuPont de Nemours, Inc. 0.01 -31.93 0.26 -64.99 0.0028 -0.0055
MSI / Motorola Solutions, Inc. 0.00 -94.22 0.26 -95.17 -0.0605
Q / Qnity Electronics, Inc. 0.00 0.26 0.0028 0.0028
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 10.45 0.26 11.79 0.0028 0.0002
MGM / MGM Resorts International 0.01 -4.34 0.26 0.79 0.0028 -0.0001
NXST / Nexstar Media Group, Inc. 0.00 -1.81 0.25 0.80 -0.0029
ANET / Arista Networks, Inc. 0.00 0.25 0.0028 0.0028
LEVI / Levi Strauss & Co. 0.01 0.25 0.0027 0.0027
ROL / Rollins, Inc. 0.00 1.84 0.25 3.81 0.0027 0.0000
IBKR / Interactive Brokers Group, Inc. 0.00 0.24 0.0000
TRU / TransUnion 0.00 0.24 0.0026 0.0026
B / Barrick Mining Corporation 0.01 0.24 0.0026 0.0026
W / Wayfair Inc. 0.00 0.24 0.0026 0.0026
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.00 0.00 0.24 0.42 0.0026 -0.0001
GEHC / GE HealthCare Technologies Inc. 0.00 -54.46 0.24 -50.21 -0.0054
ORI / Old Republic International Corporation 0.01 -3.27 0.24 3.96 0.0026 0.0000
EWP / iShares, Inc. - iShares MSCI Spain ETF 0.00 -13.15 0.24 -5.22 0.0026 -0.0003
PEG / Public Service Enterprise Group Incorporated 0.00 -22.10 0.24 -25.16 0.0026 -0.0010
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.01 0.00 0.24 4.44 -0.0026
FISV / Fiserv, Inc. 0.00 29.72 0.23 -32.46 -0.0039
OTIS / Otis Worldwide Corporation 0.00 -5.32 0.23 -9.77 -0.0029
NUE / Nucor Corporation 0.00 0.23 0.0000
BKFOF / Brookfield Corporation - Preferred Stock 0.01 50.29 0.23 0.44 -0.0026
MIY / BlackRock MuniYield Michigan Quality Fund, Inc. 0.02 -9.51 0.23 -6.17 0.0025 -0.0003
CHD / Church & Dwight Co., Inc. 0.00 -0.11 0.23 -4.60 -0.0027
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF 0.01 0.00 0.23 0.00 -0.0026
TT / Trane Technologies plc 0.00 2.29 0.23 -5.86 0.0025 -0.0002
ROST / Ross Stores, Inc. 0.00 0.22 0.0025 0.0025
MAA / Mid-America Apartment Communities, Inc. 0.00 0.00 0.22 -0.44 0.0025 -0.0001
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0.00 -15.70 0.22 -15.71 0.0024 -0.0006
SOLS / Solstice Advanced Materials, Inc. 0.00 0.22 0.0024 0.0024
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.01 -48.59 0.22 -49.18 -0.0049
SLB / SLB N.V. 0.01 0.22 0.0000
PLAB / Photronics, Inc. 0.01 0.22 0.0000
SVM / Silvercorp Metals Inc. 0.03 0.00 0.22 32.32 0.0024 0.0005
EOG / EOG Resources, Inc. 0.00 0.22 0.0000
FIS / Fidelity National Information Services, Inc. 0.00 0.65 0.22 1.41 0.0024 -0.0001
MRVL / Marvell Technology, Inc. 0.00 -53.76 0.22 -53.36 0.0024 -0.0029
EAT / Brinker International, Inc. 0.00 0.22 0.0024 0.0024
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF 0.00 -20.75 0.21 -21.11 0.0023 -0.0007
BORR / Borr Drilling Limited 0.05 0.00 0.21 50.36 -0.0016
A / Agilent Technologies, Inc. 0.00 0.21 0.0023 0.0023
FANG / Diamondback Energy, Inc. 0.00 0.21 0.0022 0.0022
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.00 -9.33 0.20 -9.73 0.0022 -0.0003
BFB / Brown-Forman Corp. - Class B 0.01 0.00 0.20 -3.85 0.0022 -0.0002
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.01 0.00 0.20 -0.50 0.0022 -0.0001
RMNI / Rimini Street, Inc. 0.03 0.00 0.12 -17.33 -0.0017
NAD / Nuveen Quality Municipal Income Fund 0.01 0.12 0.0000
TOI / The Oncology Institute, Inc. 0.02 0.06 0.0006 0.0006
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF 0.00 -100.00 0.00 0.0000
OIH / VanEck ETF Trust - VanEck Oil Services ETF 0.00 -100.00 0.00 0.0000
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.00 -100.00 0.00 0.0000
LNG / Cheniere Energy, Inc. 0.00 -100.00 0.00 0.0000
FMC / FMC Corporation 0.00 -100.00 0.00 0.0000
JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF 0.00 -100.00 0.00 0.0000
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 -100.00 0.00 0.0000
TSN / Tyson Foods, Inc. 0.00 -100.00 0.00 0.0000
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.00 -100.00 0.00 0.0000
PODD / Insulet Corporation 0.00 -100.00 0.00 0.0000
STX / Seagate Technology Holdings plc 0.00 -100.00 0.00 0.0000
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
NET / Cloudflare, Inc. 0.00 -100.00 0.00 0.0000
AVTX / Avalo Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
SE / Sea Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BBWI / Bath & Body Works, Inc. 0.00 -100.00 0.00 0.0000
GNRC / Generac Holdings Inc. 0.00 -100.00 0.00 0.0000
DECK / Deckers Outdoor Corporation 0.00 -100.00 0.00 0.0000
GT / The Goodyear Tire & Rubber Company 0.00 -100.00 0.00 0.0000
GAP / The Gap, Inc. 0.00 -100.00 0.00 0.0000
TR / Tootsie Roll Industries, Inc. 0.00 -100.00 0.00 0.0000
AXON / Axon Enterprise, Inc. 0.00 -100.00 0.00 0.0000
HIFS / Hingham Institution for Savings 0.00 -100.00 0.00 0.0000
ADM / Archer-Daniels-Midland Company 0.00 -100.00 0.00 0.0000
PINS / Pinterest, Inc. 0.00 -100.00 0.00 0.0000
PENN / PENN Entertainment, Inc. 0.00 -100.00 0.00 -100.00 -0.0044
APO / Apollo Global Management, Inc. 0.00 -100.00 0.00 0.0000
BHVN / Biohaven Ltd. 0.00 -100.00 0.00 0.0000
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF 0.00 -100.00 0.00 0.0000
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
CNH / CNH Industrial N.V. 0.00 -100.00 0.00 0.0000
CRSP / CRISPR Therapeutics AG 0.00 -100.00 0.00 0.0000
KHC / The Kraft Heinz Company 0.00 -100.00 0.00 0.0000
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
IBIT / iShares Bitcoin Trust ETF 0.00 -100.00 0.00 0.0000
PSLV / Sprott Physical Silver Trust 0.00 -100.00 0.00 -100.00 -0.0022