Estatísticas Básicas
Valor do Portfólio $ 588,888,656
Posições Atuais 222
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Canvas Wealth Advisors, LLC divulgou 222 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 588,888,656 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Canvas Wealth Advisors, LLC são Custom Truck One Source, Inc. (US:CTOS) , Alphabet Inc. (US:GOOGL) , Microsoft Corporation (US:MSFT) , Apple Inc. (US:AAPL) , and iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) . As novas posições de Canvas Wealth Advisors, LLC incluem First Busey Corporation (US:BUSE) , Exchange Listed Funds Trust - Long Pond Real Estate Select ETF (US:LPRE) , The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF (US:XLK) , Apollo Global Management, Inc. (US:APO) , and Cardinal Health, Inc. (US:CAH) .

Canvas Wealth Advisors, LLC - Valor do Portfólio
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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
7.05 40.61 6.8959 1.2679
0.12 37.21 6.3186 0.9658
0.03 2.92 0.4966 0.4527
0.07 5.40 0.9176 0.3809
0.07 1.70 0.2890 0.2890
0.01 1.99 0.3379 0.2350
0.09 20.61 3.4999 0.2346
0.10 5.07 0.8608 0.2204
0.01 1.26 0.2136 0.1696
0.01 0.94 0.1601 0.1601
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
0.19 15.51 2.6342 -0.6262
0.06 31.04 5.2703 -0.5947
0.01 0.31 0.0522 -0.5242
0.12 20.71 3.5174 -0.4251
0.12 22.41 3.8060 -0.3689
0.17 25.75 4.3729 -0.1664
0.10 16.95 2.8791 -0.1605
0.41 11.12 1.8880 -0.1581
0.11 28.85 4.8983 -0.1323
0.01 1.70 0.2886 -0.1316
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2026-01-12 para o período de relatório 2025-12-31. Clique no ícone de link para ver o histórico completo da transação.

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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)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
CTOS / Custom Truck One Source, Inc. 7.05 48.53 40.61 31.22 6.8959 1.2679
GOOGL / Alphabet Inc. 0.12 -0.91 37.21 26.42 6.3186 0.9658
MSFT / Microsoft Corporation 0.06 2.94 31.04 -3.77 5.2703 -0.5947
AAPL / Apple Inc. 0.11 -1.03 28.85 4.28 4.8983 -0.1323
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.17 1.64 25.75 3.16 4.3729 -0.1664
NVDA / NVIDIA Corporation 0.12 -1.79 22.41 -2.37 3.8060 -0.3689
PLTR / Palantir Technologies Inc. 0.12 -6.97 20.71 -4.46 3.5174 -0.4251
AMZN / Amazon.com, Inc. 0.09 9.16 20.61 14.79 3.4999 0.2346
IVV / iShares Trust - iShares Core S&P 500 ETF 0.03 2.20 20.13 4.10 3.4191 -0.0982
TSLA / Tesla, Inc. 0.04 4.65 19.38 9.50 3.2910 0.0723
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.10 -0.29 16.95 1.44 2.8791 -0.1605
UBER / Uber Technologies, Inc. 0.19 2.29 15.51 -13.48 2.6342 -0.6262
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.11 2.01 14.90 3.35 2.5296 -0.0915
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.15 6.10 12.70 9.21 2.1571 0.0418
AMD / Advanced Micro Devices, Inc. 0.05 -10.24 11.32 16.73 1.9224 0.1588
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.09 1.26 11.22 1.35 1.9059 -0.1080
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.41 -1.26 11.12 -1.18 1.8880 -0.1581
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.02 2.78 10.42 4.76 1.7700 -0.0394
PANW / Palo Alto Networks, Inc. 0.04 14.03 8.22 1.38 1.3961 -0.0787
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.07 3.22 7.64 5.18 1.2967 -0.0234
BRK.B / Berkshire Hathaway Inc. 0.01 4.93 7.04 5.75 1.1961 -0.0151
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.06 9.34 5.54 9.00 0.9404 0.0166
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.07 79.69 5.40 83.09 0.9176 0.3809
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.06 2.61 5.40 3.33 0.9167 -0.0334
CLX / The Clorox Company 0.05 47.23 5.16 20.51 0.8769 0.0976
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.10 44.94 5.07 43.94 0.8608 0.2204
JPM / JPMorgan Chase & Co. 0.01 14.64 4.69 19.16 0.7963 0.0806
CRWD / CrowdStrike Holdings, Inc. 0.01 1.06 4.66 -3.30 0.7908 -0.0850
MMM / 3M Company 0.03 -3.33 4.52 -2.46 0.7673 -0.0751
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 -3.17 3.94 -1.87 0.6691 -0.0611
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.03 -2.14 3.88 0.18 0.6594 -0.0456
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 0.65 3.76 2.26 0.6386 -0.0302
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.05 8.51 3.66 9.82 0.6209 0.0154
GOOG / Alphabet Inc. 0.01 -0.84 3.45 26.26 0.5863 0.0890
AVGO / Broadcom Inc. 0.01 -2.82 3.45 -0.60 0.5862 -0.0454
META / Meta Platforms, Inc. 0.01 17.17 3.37 8.82 0.5722 0.0091
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.07 18.09 3.31 18.45 0.5617 0.0539
MELI / MercadoLibre, Inc. 0.00 21.99 3.24 13.05 0.5503 0.0291
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -0.22 3.06 -0.20 0.5201 -0.0379
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.04 5.59 3.05 6.69 0.5174 -0.0019
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.07 20.28 3.02 20.24 0.5136 0.0561
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 3.02 0.57 0.5127 -0.0333
WMT / Walmart Inc. 0.03 19.80 2.93 30.99 0.4968 0.0906
HOOD / Robinhood Markets, Inc. 0.03 1,495.00 2.92 1,118.33 0.4966 0.4527
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.03 -6.35 2.77 -5.11 0.4701 -0.0605
NKE / NIKE, Inc. 0.04 2.66 2.60 -8.52 0.4415 -0.0754
MUB / iShares Trust - iShares National Muni Bond ETF 0.02 -2.71 2.20 -2.05 0.3739 -0.0349
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 0.00 2.14 1.09 0.3629 -0.0214
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -12.07 2.14 -8.88 0.3626 -0.0635
NOW / ServiceNow, Inc. 0.01 1,995.00 1.99 252.04 0.3379 0.2350
COST / Costco Wholesale Corporation 0.00 19.37 1.82 12.44 0.3087 0.0147
BUSE / First Busey Corporation 0.07 1.70 0.2890 0.2890
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 -27.78 1.70 -26.48 0.2886 -0.1316
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF 0.05 -10.89 1.69 -9.00 0.2868 -0.0506
LLY / Eli Lilly and Company 0.00 3.77 1.54 32.70 0.2613 0.0506
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 2.64 1.41 2.55 0.2394 -0.0106
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.03 86.08 1.40 86.65 0.2375 0.1012
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.03 -2.44 1.39 -2.94 0.2354 -0.0243
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 13.58 1.36 16.60 0.2315 0.0188
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.02 -1.71 1.36 0.59 0.2308 -0.0150
SHOP / Shopify Inc. 0.01 1.17 1.35 1.05 0.2298 -0.0137
SPY / SPDR S&P 500 ETF 0.00 5.87 1.30 7.86 0.2213 0.0016
AVAV / AeroVironment, Inc. 0.01 706.05 1.26 421.58 0.2136 0.1696
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF 0.03 -4.19 1.18 -1.99 0.2005 -0.0186
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.02 0.31 1.16 0.69 0.1971 -0.0124
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 3.63 1.15 7.81 0.1947 0.0012
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.01 2.73 1.12 0.27 0.1905 -0.0129
MCD / McDonald's Corporation 0.00 -1.67 1.08 -0.18 0.1837 -0.0133
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.02 57.34 1.06 57.93 0.1793 0.0577
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.01 9.26 1.02 10.41 0.1730 0.0052
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF 0.01 8.09 1.00 10.11 0.1703 0.0047
CWT / California Water Service Group 0.02 11.77 1.00 6.72 0.1699 -0.0007
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 0.94 0.1601 0.1601
MA / Mastercard Incorporated 0.00 -3.69 0.92 -5.23 0.1569 -0.0205
PWR / Quanta Services, Inc. 0.00 -6.80 0.91 -6.65 0.1552 -0.0228
SCHW / The Charles Schwab Corporation 0.01 -1.37 0.89 4.69 0.1518 -0.0034
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF 0.01 -0.58 0.88 3.76 0.1500 -0.0049
FEMR / Fidelity Covington Trust - Fidelity Enhanced Emerging Markets ETF 0.03 -9.36 0.88 -6.59 0.1493 -0.0219
FBTC / Fidelity Wise Origin Bitcoin Fund 0.01 -9.22 0.87 -35.46 0.1479 -0.0974
MRTN / Marten Transport, Ltd. 0.08 23.13 0.87 32.07 0.1476 0.0278
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -0.46 0.84 -0.36 0.1421 -0.0105
JNJ / Johnson & Johnson 0.00 -4.77 0.80 4.57 0.1360 -0.0034
HD / The Home Depot, Inc. 0.00 -9.51 0.80 -21.20 0.1357 -0.0487
ORCL / Oracle Corporation 0.00 -2.20 0.80 -33.39 0.1356 -0.0823
BAC / Bank of America Corporation 0.01 -3.93 0.73 4.42 0.1244 -0.0033
KMB / Kimberly-Clark Corporation 0.01 -17.72 0.73 -31.16 0.1235 -0.0687
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.01 0.00 0.72 0.00 0.1228 -0.0088
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF 0.01 -5.82 0.71 -6.08 0.1206 -0.0169
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.02 0.00 0.69 1.92 0.1174 -0.0060
KVUE / Kenvue Inc. 0.04 190.09 0.69 217.51 0.1171 0.0775
WERN / Werner Enterprises, Inc. 0.02 8.79 0.65 18.90 0.1101 0.0110
SYK / Stryker Corporation 0.00 -1.28 0.65 -6.36 0.1101 -0.0158
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -28.18 0.64 -27.98 0.1089 -0.0530
ET / Energy Transfer LP - Limited Partnership 0.04 0.00 0.64 -1.85 0.1081 -0.0098
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF 0.01 6.25 0.63 7.68 0.1073 0.0007
SE / Sea Limited - Depositary Receipt (Common Stock) 0.00 -3.80 0.63 -33.58 0.1068 -0.0655
FSLR / First Solar, Inc. 0.00 -17.20 0.62 -6.08 0.1050 -0.0146
V / Visa Inc. 0.00 -7.57 0.61 -7.27 0.1040 -0.0162
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.01 0.00 0.61 2.69 0.1038 -0.0046
EL / The Estée Lauder Companies Inc. 0.01 -51.78 0.61 -42.59 0.1032 -0.0895
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 -2.61 0.60 4.15 0.1025 -0.0029
AHL / Aspen Insurance Holdings Limited 0.02 36.75 0.59 38.32 0.1006 0.0226
NFLX / Netflix, Inc. 0.01 520.77 0.59 -49.57 0.0999 -0.1121
CAT / Caterpillar Inc. 0.00 0.69 0.59 15.98 0.0999 0.0076
SOLV / Solventum Corporation 0.01 2.08 0.58 9.38 0.0991 0.0020
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 0.02 -5.35 0.58 -5.06 0.0988 -0.0128
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 2.08 0.58 2.12 0.0983 -0.0048
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF 0.01 0.00 0.58 -0.69 0.0978 -0.0076
XOM / Exxon Mobil Corporation 0.00 6.09 0.57 12.70 0.0965 0.0048
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.00 0.56 2.18 0.0955 -0.0045
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.02 11.02 0.56 13.03 0.0943 0.0050
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 -1.25 0.56 0.54 0.0943 -0.0061
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF 0.01 0.20 0.55 2.41 0.0938 -0.0044
MAA / Mid-America Apartment Communities, Inc. 0.00 84.58 0.55 87.63 0.0929 0.0398
CSCO / Cisco Systems, Inc. 0.01 -11.78 0.54 0.18 0.0924 -0.0065
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.01 7.37 0.54 10.95 0.0912 0.0031
HTO / H2O America 0.01 6.14 0.53 10.29 0.0893 0.0026
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 1.38 0.52 2.57 0.0880 -0.0039
ABBV / AbbVie Inc. 0.00 -9.30 0.52 -11.36 0.0875 -0.0182
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.00 0.00 0.50 -1.19 0.0850 -0.0072
INTU / Intuit Inc. 0.00 0.53 0.50 -2.15 0.0850 -0.0079
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 13.81 0.50 16.16 0.0842 0.0066
TMO / Thermo Fisher Scientific Inc. 0.00 -31.03 0.45 -26.47 0.0766 -0.0349
IBM / International Business Machines Corporation 0.00 -2.87 0.45 -0.22 0.0765 -0.0056
LRCX / Lam Research Corporation 0.00 4.22 0.44 22.54 0.0740 0.0093
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF 0.01 49.69 0.41 52.24 0.0694 0.0207
NTRS / Northern Trust Corporation 0.00 -21.98 0.41 -19.12 0.0691 -0.0223
QGEN / Qiagen N.V. 0.01 67.78 0.41 61.75 0.0690 0.0232
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -1.41 0.41 -3.11 0.0689 -0.0072
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 0.00 0.40 3.60 0.0684 -0.0025
BYM / BlackRock Municipal Income Quality Trust 0.04 1.53 0.40 1.78 0.0682 -0.0036
NHYM / Nushares ETF Trust - Nuveen High Yield Municipal Income ETF 0.02 0.00 0.40 0.76 0.0674 -0.0042
GE / General Electric Company 0.00 3.95 0.40 7.90 0.0674 0.0005
PEP / PepsiCo, Inc. 0.00 1.37 0.40 3.66 0.0673 -0.0023
CVX / Chevron Corporation 0.00 -14.89 0.38 -15.49 0.0650 -0.0174
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.01 12.13 0.38 15.85 0.0646 0.0049
MS / Morgan Stanley 0.00 -1.71 0.38 10.56 0.0642 0.0021
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.01 15.95 0.37 20.26 0.0627 0.0069
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.01 6.48 0.36 7.10 0.0616 0.0002
NEE / NextEra Energy, Inc. 0.00 8.64 0.36 9.09 0.0612 0.0010
TTWO / Take-Two Interactive Software, Inc. 0.00 -9.05 0.36 -9.67 0.0603 -0.0112
QQQ / Invesco QQQ Trust, Series 1 0.00 -2.40 0.35 -0.57 0.0594 -0.0046
PG / The Procter & Gamble Company 0.00 35.79 0.35 27.84 0.0593 0.0096
ETN / Eaton Corporation plc 0.00 0.56 0.35 -14.39 0.0587 -0.0146
KO / The Coca-Cola Company 0.00 45.17 0.35 52.65 0.0587 0.0174
ATR / AptarGroup, Inc. 0.00 0.34 0.0581 0.0581
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF 0.00 10.90 0.34 13.38 0.0576 0.0032
GL / Globe Life Inc. 0.00 -4.77 0.34 -3.15 0.0574 -0.0061
LPRE / Exchange Listed Funds Trust - Long Pond Real Estate Select ETF 0.01 0.33 0.0563 0.0563
ORLY / O'Reilly Automotive, Inc. 0.00 -0.53 0.32 -13.37 0.0551 -0.0131
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.00 0.32 0.0546 0.0546
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 0.00 0.32 6.67 0.0545 -0.0002
SPGI / S&P Global Inc. 0.00 -0.49 0.32 8.19 0.0540 0.0006
MU / Micron Technology, Inc. 0.00 -12.07 0.32 33.47 0.0537 0.0106
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0.00 5.74 0.32 10.14 0.0536 0.0015
RTX / RTX Corporation 0.00 1.61 0.31 11.79 0.0532 0.0023
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -11.77 0.31 -11.11 0.0531 -0.0108
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.01 -0.89 0.31 -0.32 0.0524 -0.0040
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF 0.01 -90.51 0.31 -90.31 0.0522 -0.5242
HOLX / Hologic, Inc. 0.00 11.85 0.31 22.31 0.0522 0.0064
AXP / American Express Company 0.00 -1.08 0.31 10.91 0.0518 0.0017
TMUS / T-Mobile US, Inc. 0.00 -2.25 0.30 -13.83 0.0509 -0.0123
NU / Nu Holdings Ltd. 0.02 -6.49 0.30 2.05 0.0507 -0.0024
MRK / Merck & Co., Inc. 0.00 0.30 0.0502 0.0502
TJX / The TJX Companies, Inc. 0.00 0.89 0.30 9.67 0.0502 0.0012
ANET / Arista Networks, Inc. 0.00 -1.23 0.29 -11.21 0.0499 -0.0102
BDX / Becton, Dickinson and Company 0.00 -18.57 0.29 -18.26 0.0494 -0.0154
PB / Prosperity Bancshares, Inc. 0.00 0.00 0.29 5.86 0.0491 -0.0005
WFC / Wells Fargo & Company 0.00 -1.34 0.29 13.89 0.0489 0.0030
VZ / Verizon Communications Inc. 0.01 -14.11 0.28 -19.83 0.0481 -0.0162
TRV / The Travelers Companies, Inc. 0.00 -3.88 0.28 -2.11 0.0475 -0.0044
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -6.35 0.28 -6.06 0.0474 -0.0067
APH / Amphenol Corporation 0.00 3.52 0.28 14.40 0.0474 0.0031
APO / Apollo Global Management, Inc. 0.00 0.28 0.0470 0.0470
CRM / Salesforce, Inc. 0.00 0.00 0.27 10.25 0.0458 0.0013
UNH / UnitedHealth Group Incorporated 0.00 -18.64 0.27 -25.48 0.0457 -0.0200
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.01 0.00 0.27 -1.12 0.0451 -0.0037
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 1.38 0.27 2.71 0.0451 -0.0019
PFE / Pfizer Inc. 0.01 6.93 0.26 -2.59 0.0447 -0.0045
NAD / Nuveen Quality Municipal Income Fund 0.02 1.77 0.26 5.22 0.0446 -0.0008
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.00 -2.10 0.26 -4.06 0.0442 -0.0051
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -0.33 0.26 1.58 0.0438 -0.0023
PNC / The PNC Financial Services Group, Inc. 0.00 -0.81 0.25 4.10 0.0432 -0.0011
BLK / BlackRock, Inc. 0.00 -3.66 0.25 -11.23 0.0431 -0.0088
ISRG / Intuitive Surgical, Inc. 0.00 0.25 0.0428 0.0428
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -6.44 0.25 -6.69 0.0428 -0.0063
CAH / Cardinal Health, Inc. 0.00 0.25 0.0426 0.0426
TDG / TransDigm Group Incorporated 0.00 -0.53 0.25 2.88 0.0425 -0.0018
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -16.95 0.25 -15.59 0.0424 -0.0113
MLM / Martin Marietta Materials, Inc. 0.00 1.78 0.25 -0.40 0.0424 -0.0031
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.00 0.25 0.0420 0.0420
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.01 0.00 0.25 2.93 0.0419 -0.0016
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.01 -4.94 0.24 -3.95 0.0414 -0.0046
PM / Philip Morris International Inc. 0.00 -14.01 0.24 -10.00 0.0413 -0.0078
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF 0.01 0.00 0.24 -0.82 0.0411 -0.0033
HSIC / Henry Schein, Inc. 0.00 -0.62 0.24 12.56 0.0411 0.0018
HLT / Hilton Worldwide Holdings Inc. 0.00 0.36 0.24 11.57 0.0409 0.0016
MO / Altria Group, Inc. 0.00 -12.21 0.24 -22.98 0.0405 -0.0158
AMAT / Applied Materials, Inc. 0.00 -36.58 0.24 -25.00 0.0403 -0.0173
KKR / KKR & Co. Inc. 0.00 -2.52 0.24 -2.47 0.0403 -0.0040
LNN / Lindsay Corporation 0.00 0.23 0.0395 0.0395
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -0.74 0.23 0.00 0.0394 -0.0027
GPIQ / Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF 0.00 1.18 0.23 2.71 0.0386 -0.0017
BX / Blackstone Inc. 0.00 -5.05 0.23 -13.08 0.0384 -0.0089
EG / Everest Group, Ltd. 0.00 0.23 0.0382 0.0382
MAR / Marriott International, Inc. 0.00 0.22 0.0369 0.0369
BN / Brookfield Corporation 0.00 46.20 0.21 -2.28 0.0365 -0.0035
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 -39.51 0.21 -45.78 0.0360 -0.0351
CB / Chubb Limited 0.00 0.21 0.0360 0.0360
DE / Deere & Company 0.00 1.61 0.21 2.50 0.0349 -0.0017
AEP / American Electric Power Company, Inc. 0.00 0.21 0.0348 0.0348
PLD / Prologis, Inc. 0.00 0.20 0.0344 0.0344
IBIT / iShares Bitcoin Trust ETF 0.00 0.20 0.0343 0.0343
DHI / D.R. Horton, Inc. 0.00 1.74 0.20 -16.25 0.0342 -0.0095
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.01 0.00 0.20 0.00 0.0342 -0.0024
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.00 0.00 0.20 0.00 0.0341 -0.0026
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 0.00 0.20 0.0340 0.0340
NGL / NGL Energy Partners LP - Limited Partnership 0.02 0.00 0.20 63.93 0.0340 0.0118
F / Ford Motor Company 0.01 3.06 0.16 7.24 0.0277 -0.0001
TNGY / Tortoise Capital Series Trust - Energy Fund 0.01 0.00 0.13 0.00 0.0216 -0.0016
CFFN / Capitol Federal Financial, Inc. 0.02 1.32 0.11 9.62 0.0195 0.0005
SLQT / SelectQuote, Inc. 0.01 0.00 0.02 -32.26 0.0036 -0.0021
T / AT&T Inc. 0.00 -100.00 0.00 0.0000
ZS / Zscaler, Inc. 0.00 -100.00 0.00 0.0000
IEX / IDEX Corporation 0.00 -100.00 0.00 0.0000
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.00 -100.00 0.00 0.0000
INFA / Informatica Inc. 0.00 -100.00 0.00 0.0000
WAT / Waters Corporation 0.00 -100.00 0.00 0.0000
FETH / Fidelity Ethereum Fund 0.00 -100.00 0.00 0.0000
LIN / Linde plc 0.00 -100.00 0.00 0.0000
MDLZ / Mondelez International, Inc. 0.00 -100.00 0.00 0.0000
ABT / Abbott Laboratories 0.00 -100.00 0.00 0.0000