Estatísticas Básicas
Valor do Portfólio $ 833,517,009
Posições Atuais 232
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Revolve Wealth Partners, LLC divulgou 232 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 833,517,009 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Revolve Wealth Partners, LLC são Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , EA Series Trust - Alpha Architect International Quantitative Value ETF (US:IVAL) , EA Series Trust - Sparkline Intangible Value ETF (US:ITAN) , and SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (US:HYMB) . As novas posições de Revolve Wealth Partners, LLC incluem EA Series Trust - Alpha Architect US Equity ETF (US:AAUS) , Toll Brothers, Inc. (US:TOL) , iShares Trust - iShares Russell 1000 Value ETF (US:IWD) , Lam Research Corporation (US:LRCX) , and The Charles Schwab Corporation (US:SCHW) .

Revolve Wealth Partners, 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
0.07 19.05 2.2855 0.4704
0.32 16.32 1.9578 0.4532
0.04 2.09 0.2505 0.2505
0.01 1.60 0.1917 0.1917
0.08 14.40 1.7277 0.1797
1.03 24.07 2.8876 0.1729
1.40 42.22 5.0653 0.1641
0.02 4.37 0.5244 0.1271
0.13 13.03 1.5628 0.1156
0.01 0.94 0.1126 0.1126
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
1.11 27.62 3.3140 -0.4992
0.00 0.00 -0.4136
0.58 50.71 6.0840 -0.2166
0.42 27.35 3.2808 -0.1544
0.41 17.58 2.1097 -0.1233
0.39 128.33 15.3957 -0.1131
0.21 18.17 2.1804 -0.0976
0.51 25.54 3.0638 -0.0968
0.42 19.20 2.3041 -0.0894
0.00 0.00 -0.0892
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-10-14 para o período de relatório 2025-09-30. 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
(%)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.39 -0.42 128.33 7.52 15.3957 -0.1131
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.58 0.00 50.71 4.59 6.0840 -0.2166
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF 1.40 3.45 42.22 11.94 5.0653 0.1641
ITAN / EA Series Trust - Sparkline Intangible Value ETF 0.80 3.06 27.76 10.75 3.3311 0.0735
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 1.11 -6.43 27.62 -5.87 3.3140 -0.4992
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF 0.42 4.31 27.35 3.44 3.2808 -0.1544
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF 0.38 4.32 26.22 10.15 3.1459 0.0524
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF 0.51 4.99 25.54 5.00 3.0638 -0.0968
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 1.03 9.37 24.07 15.21 2.8876 0.1729
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF 0.42 2.21 19.20 4.26 2.3041 -0.0894
AAPL / Apple Inc. 0.07 9.89 19.05 36.38 2.2855 0.4704
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund 0.46 7.87 18.32 8.52 2.1983 0.0042
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.21 -2.15 18.17 3.67 2.1804 -0.0976
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.75 3.91 17.68 4.93 2.1206 -0.0682
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.41 1.13 17.58 2.33 2.1097 -0.1233
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.32 39.02 16.32 40.93 1.9578 0.4532
MUB / iShares Trust - iShares National Muni Bond ETF 0.14 6.66 15.14 8.72 1.8167 0.0067
MSFT / Microsoft Corporation 0.03 4.60 14.84 8.92 1.7800 0.0099
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.08 2.36 14.40 20.88 1.7277 0.1797
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.45 -0.53 14.31 8.67 1.7165 0.0056
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.13 7.06 13.03 16.96 1.5628 0.1156
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 5.56 13.01 13.78 1.5609 0.0751
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.43 -0.52 11.28 7.21 1.3532 -0.0139
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.13 3.77 8.03 9.06 0.9629 0.0066
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 -1.68 7.24 7.57 0.8683 -0.0060
TSLA / Tesla, Inc. 0.02 -10.51 6.93 25.28 0.8312 0.1126
META / Meta Platforms, Inc. 0.01 10.39 6.48 9.84 0.7778 0.0108
AMZN / Amazon.com, Inc. 0.03 0.78 5.93 0.87 0.7117 -0.0526
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 0.32 4.47 5.93 5.14 0.7114 -0.0214
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.05 -0.76 5.88 0.91 0.7053 -0.0518
SPY / SPDR S&P 500 ETF 0.01 -0.92 5.10 6.83 0.6116 -0.0085
VDMIX / Vanguard Developed Markets Index Fund 0.06 0.04 4.68 6.39 0.5614 -0.0103
JPM / JPMorgan Chase & Co. 0.01 0.88 4.47 9.78 0.5360 0.0070
GOOG / Alphabet Inc. 0.02 3.64 4.37 42.98 0.5244 0.1271
V / Visa Inc. 0.01 -1.57 4.09 -5.35 0.4906 -0.0708
AMGN / Amgen Inc. 0.01 -4.40 4.08 -3.39 0.4896 -0.0593
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 -9.28 3.91 -2.20 0.4696 -0.0504
BRK.A / Berkshire Hathaway Inc. 0.01 0.75 3.31 4.25 0.3975 -0.0154
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.11 -0.24 3.20 5.41 0.3837 -0.0105
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 -2.79 3.14 2.05 0.3764 -0.0232
AVGO / Broadcom Inc. 0.01 2.95 3.10 23.22 0.3725 0.0451
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 15.01 2.93 28.99 0.3513 0.0562
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.06 -1.76 2.61 2.07 0.3131 -0.0191
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.10 -0.91 2.60 2.08 0.3116 -0.0190
GOOG / Alphabet Inc. 0.01 4.27 2.59 43.17 0.3108 0.0757
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -17.89 2.58 -9.39 0.3090 -0.0605
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.04 -0.98 2.55 5.82 0.3054 -0.0072
QQQ / Invesco QQQ Trust, Series 1 0.00 -6.99 2.52 1.20 0.3028 -0.0212
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.09 0.62 2.49 10.95 0.2991 0.0071
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.03 0.06 2.39 6.84 0.2869 -0.0038
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.02 -0.33 2.36 8.36 0.2831 0.0001
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 0.02 -3.27 2.29 2.42 0.2742 -0.0158
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 3.81 2.27 11.39 0.2723 0.0075
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.21 2.26 5.42 0.2707 -0.0074
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.02 -2.44 2.20 5.82 0.2638 -0.0063
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.03 -0.24 2.12 4.96 0.2538 -0.0081
AAUS / EA Series Trust - Alpha Architect US Equity ETF 0.04 2.09 0.2505 0.2505
MAST / Mastercard Incorporated 0.00 0.47 2.06 1.68 0.2473 -0.0161
CL / Colgate-Palmolive Company 0.02 -0.64 1.96 -12.60 0.2347 -0.0562
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.04 0.67 1.94 5.27 0.2323 -0.0067
EQIX / Equinix, Inc. 0.00 -7.09 1.93 -8.50 0.2313 -0.0426
COMP / Compass, Inc. 0.23 0.02 1.84 27.84 0.2205 0.0338
ABBV / AbbVie Inc. 0.01 2.03 1.75 27.29 0.2099 0.0312
ORCL / Oracle Corporation 0.01 6.09 1.70 36.44 0.2041 0.0421
TOL / Toll Brothers, Inc. 0.01 1.60 0.1917 0.1917
NYF / iShares Trust - iShares New York Muni Bond ETF 0.03 0.39 1.54 2.67 0.1845 -0.0101
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF 0.02 -1.79 1.51 4.07 0.1809 -0.0075
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 0.01 1.41 6.12 0.1686 -0.0034
JNJ / Johnson & Johnson 0.01 9.45 1.40 32.83 0.1680 0.0310
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.03 2.40 1.39 10.85 0.1668 0.0038
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.02 -0.46 1.31 1.32 0.1567 -0.0109
NFLX / Netflix, Inc. 0.00 -0.55 1.30 -10.93 0.1555 -0.0337
XOM / Exxon Mobil Corporation 0.01 20.49 1.27 26.00 0.1518 0.0213
AMD / Advanced Micro Devices, Inc. 0.01 2.57 1.25 16.92 0.1501 0.0111
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.04 -3.23 1.24 4.74 0.1485 -0.0051
UNH / UnitedHealth Group Incorporated 0.00 4.46 1.24 15.61 0.1485 0.0094
PLTR / Palantir Technologies Inc. 0.01 1.52 1.20 35.82 0.1443 0.0293
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 0.02 0.34 1.20 0.76 0.1435 -0.0107
APH / Amphenol Corporation 0.01 -22.07 1.17 -2.34 0.1402 -0.0153
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.02 -4.81 1.13 -2.85 0.1352 -0.0154
COST / Costco Wholesale Corporation 0.00 -1.07 1.12 -7.46 0.1341 -0.0229
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.01 -0.65 1.12 4.79 0.1338 -0.0045
HD / The Home Depot, Inc. 0.00 2.57 1.10 13.40 0.1320 0.0059
LLY / Eli Lilly and Company 0.00 -6.01 1.10 -7.97 0.1316 -0.0233
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 0.03 1.02 1.07 8.48 0.1289 0.0001
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.01 4.60 1.05 7.37 0.1259 -0.0011
WMT / Walmart Inc. 0.01 0.98 1.02 6.45 0.1227 -0.0022
UBER / Uber Technologies, Inc. 0.01 -16.97 1.02 -12.83 0.1223 -0.0296
BX / Blackstone Inc. 0.01 -3.69 1.00 10.03 0.1198 0.0018
SHOP / Shopify Inc. 0.01 -15.84 1.00 8.48 0.1197 0.0001
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 2.17 0.96 3.21 0.1157 -0.0057
LEN / Lennar Corporation 0.01 0.94 0.1126 0.1126
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 -1.59 0.90 -5.15 0.1084 -0.0153
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.01 5.01 0.90 10.99 0.1079 0.0026
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -8.11 0.90 -5.07 0.1078 -0.0152
ISRG / Intuitive Surgical, Inc. 0.00 -6.30 0.87 -22.92 0.1046 -0.0423
RTX / RTX Corporation 0.01 -1.92 0.84 12.38 0.1013 0.0037
NOW / ServiceNow, Inc. 0.00 -1.21 0.82 -11.59 0.0989 -0.0222
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.03 -0.32 0.82 6.88 0.0988 -0.0014
BAC / Bank of America Corporation 0.01 8.05 0.76 17.67 0.0912 0.0073
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 0.00 0.75 9.61 0.0904 0.0010
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 0.00 0.73 4.47 0.0870 -0.0032
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.01 114.79 0.70 125.24 0.0836 0.0434
GE / General Electric Company 0.00 1.32 0.69 18.43 0.0834 0.0071
CVX / Chevron Corporation 0.00 58.73 0.69 72.14 0.0831 0.0308
APP / AppLovin Corporation 0.00 3.69 0.69 113.04 0.0823 0.0404
GBTC / Grayscale Bitcoin Trust (BTC) 0.01 174.10 0.69 190.68 0.0823 0.0516
CSX / CSX Corporation 0.02 1.00 0.68 10.00 0.0819 0.0012
IBM / International Business Machines Corporation 0.00 -2.72 0.68 -6.88 0.0812 -0.0133
0R3G / The Goldman Sachs Group, Inc. 0.00 4.81 0.66 17.89 0.0791 0.0065
MU / Micron Technology, Inc. 0.00 3.89 0.66 41.08 0.0788 0.0183
ABT / Abbott Laboratories 0.00 73.65 0.64 71.05 0.0766 0.0281
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.00 0.63 10.86 0.0760 0.0016
MCD / McDonald's Corporation 0.00 0.24 0.63 4.32 0.0754 -0.0029
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 0.00 0.61 7.38 0.0734 -0.0007
CSCO / Cisco Systems, Inc. 0.01 -3.21 0.61 -4.55 0.0732 -0.0099
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.01 0.00 0.61 5.02 0.0729 -0.0022
INTU / Intuit Inc. 0.00 1.63 0.60 -11.83 0.0715 -0.0164
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF 0.01 0.00 0.59 11.74 0.0708 0.0021
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.00 0.00 0.58 10.88 0.0698 0.0017
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.02 -4.05 0.58 1.05 0.0696 -0.0051
IDXX / IDEXX Laboratories, Inc. 0.00 0.93 0.56 20.30 0.0668 0.0066
ADI / Analog Devices, Inc. 0.00 1.81 0.55 5.13 0.0664 -0.0020
DIS / The Walt Disney Company 0.00 1.28 0.55 -6.61 0.0662 -0.0105
APD / Air Products and Chemicals, Inc. 0.00 -1.66 0.55 -4.85 0.0659 -0.0092
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 -5.06 0.54 4.21 0.0654 -0.0025
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 -24.84 0.54 -24.51 0.0651 -0.0283
KO / The Coca-Cola Company 0.01 -11.52 0.53 -16.98 0.0640 -0.0196
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.53 6.92 0.0630 -0.0008
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF 0.01 0.00 0.52 6.50 0.0629 -0.0010
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.01 65.23 0.52 81.88 0.0627 0.0253
HON / Honeywell International Inc. 0.00 -3.28 0.50 -12.52 0.0595 -0.0142
T / AT&T Inc. 0.02 34.09 0.49 30.91 0.0585 0.0101
AXP / American Express Company 0.00 -2.08 0.49 1.89 0.0583 -0.0036
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.02 0.07 0.47 7.99 0.0568 -0.0002
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF 0.02 0.00 0.46 8.69 0.0556 0.0002
ADBE / Adobe Inc. 0.00 -0.68 0.46 -9.41 0.0554 -0.0109
CRM / Salesforce, Inc. 0.00 -8.93 0.45 -20.91 0.0545 -0.0201
PODD / Insulet Corporation 0.00 -1.56 0.45 -3.23 0.0539 -0.0064
QCOM / QUALCOMM Incorporated 0.00 -3.06 0.44 1.14 0.0531 -0.0037
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 0.18 0.42 8.25 0.0504 -0.0001
PM / Philip Morris International Inc. 0.00 -0.82 0.41 -11.56 0.0496 -0.0112
COF / Capital One Financial Corporation 0.00 9.64 0.41 9.55 0.0496 0.0006
DXCM / DexCom, Inc. 0.01 0.63 0.41 -22.41 0.0486 -0.0193
CRWD / CrowdStrike Holdings, Inc. 0.00 -3.29 0.40 -6.70 0.0485 -0.0079
MRK / Merck & Co., Inc. 0.00 2.05 0.40 8.17 0.0477 -0.0000
GILD / Gilead Sciences, Inc. 0.00 -0.72 0.40 -0.50 0.0475 -0.0043
WFC / Wells Fargo & Company 0.00 2.27 0.40 7.05 0.0475 -0.0006
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 14.14 0.40 25.00 0.0475 0.0063
OKE / ONEOK, Inc. 0.01 -0.59 0.39 -11.31 0.0471 -0.0103
LIN / Linde plc 0.00 5.24 0.39 6.56 0.0469 -0.0008
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF 0.01 -38.70 0.39 -38.78 0.0469 -0.0359
0I35 / Consolidated Edison, Inc. 0.00 2.40 0.39 2.66 0.0463 -0.0026
ROK / Rockwell Automation, Inc. 0.00 0.82 0.38 6.08 0.0461 -0.0010
VZ / Verizon Communications Inc. 0.01 25.53 0.38 27.42 0.0457 0.0069
PFE / Pfizer Inc. 0.01 -16.62 0.38 -12.21 0.0457 -0.0108
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -0.55 0.37 4.82 0.0445 -0.0014
ETN / Eaton Corporation plc 0.00 0.30 0.37 5.11 0.0445 -0.0013
BLK / BlackRock, Inc. 0.00 -12.43 0.37 -2.64 0.0443 -0.0050
DUK / Duke Energy Corporation 0.00 4.13 0.37 9.28 0.0438 0.0004
DHR / Danaher Corporation 0.00 8.19 0.36 8.73 0.0434 0.0001
RJF / Raymond James Financial, Inc. 0.00 0.29 0.36 12.93 0.0430 0.0017
NEE / NextEra Energy, Inc. 0.00 -3.08 0.36 5.29 0.0430 -0.0012
TJX / The TJX Companies, Inc. 0.00 0.53 0.36 17.88 0.0428 0.0034
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -0.66 0.36 12.30 0.0427 0.0015
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.35 8.02 0.0420 -0.0001
GEV / GE Vernova Inc. 0.00 0.53 0.35 16.78 0.0418 0.0030
MTD / Mettler-Toledo International Inc. 0.00 1.07 0.35 5.45 0.0418 -0.0011
PEP / PepsiCo, Inc. 0.00 38.35 0.35 47.23 0.0416 0.0110
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -25.63 0.33 -19.90 0.0401 -0.0142
PEG / Public Service Enterprise Group Incorporated 0.00 0.70 0.32 -0.31 0.0387 -0.0033
1GD / General Dynamics Corporation 0.00 1.83 0.32 18.82 0.0387 0.0035
CAT / Caterpillar Inc. 0.00 6.40 0.32 30.99 0.0381 0.0065
EMR / Emerson Electric Co. 0.00 3.54 0.30 1.68 0.0363 -0.0023
LOW / Lowe's Companies, Inc. 0.00 5.63 0.29 19.67 0.0351 0.0033
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 0.29 0.0347 0.0347
MS / Morgan Stanley 0.00 -0.06 0.29 12.94 0.0346 0.0014
RCL / Royal Caribbean Cruises Ltd. 0.00 3.37 0.29 6.69 0.0345 -0.0005
0HHR / Arista Networks, Inc. 0.00 0.28 0.0337 0.0337
MELI / MercadoLibre, Inc. 0.00 3.45 0.28 -7.59 0.0337 -0.0058
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 -1.21 0.28 -1.07 0.0334 -0.0033
IAU / iShares Gold Trust 0.00 0.00 0.28 16.88 0.0333 0.0024
VEEV / Veeva Systems Inc. 0.00 2.88 0.28 6.15 0.0332 -0.0006
PGR / The Progressive Corporation 0.00 -3.95 0.28 -10.97 0.0331 -0.0072
BA / The Boeing Company 0.00 3.31 0.27 6.32 0.0323 -0.0006
PH / Parker-Hannifin Corporation 0.00 -10.05 0.26 -2.58 0.0317 -0.0035
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.00 0.26 5.20 0.0316 -0.0009
BK / The Bank of New York Mellon Corporation 0.00 -17.67 0.26 -1.50 0.0316 -0.0032
TMO / Thermo Fisher Scientific Inc. 0.00 0.26 0.0312 0.0312
LRCX / Lam Research Corporation 0.00 0.26 0.0311 0.0311
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.00 -10.34 0.26 -6.52 0.0310 -0.0049
AMAT / Applied Materials, Inc. 0.00 2.85 0.26 15.18 0.0310 0.0018
SCHW / The Charles Schwab Corporation 0.00 0.26 0.0309 0.0309
CVS / CVS Health Corporation 0.00 15.04 0.25 25.74 0.0306 0.0042
WELL / Welltower Inc. 0.00 6.50 0.25 23.90 0.0305 0.0037
GLD / SPDR Gold Shares 0.00 0.25 0.0302 0.0302
AMP / Ameriprise Financial, Inc. 0.00 0.59 0.25 -7.41 0.0301 -0.0051
SPGI / S&P Global Inc. 0.00 0.81 0.24 -7.28 0.0291 -0.0048
MCK / McKesson Corporation 0.00 0.96 0.24 6.61 0.0291 -0.0005
SO / The Southern Company 0.00 4.10 0.24 7.62 0.0289 -0.0002
PINS / Pinterest, Inc. 0.01 0.65 0.24 -9.77 0.0289 -0.0058
C / Citigroup Inc. 0.00 0.24 0.0288 0.0288
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -3.45 0.24 -2.47 0.0284 -0.0032
KLAC / KLA Corporation 0.00 0.24 0.0283 0.0283
CB / Chubb Limited 0.00 -0.86 0.23 -3.42 0.0272 -0.0033
CMCSA / Comcast Corporation 0.01 -11.14 0.23 -21.80 0.0272 -0.0105
TRV / The Travelers Companies, Inc. 0.00 -6.26 0.23 -2.17 0.0271 -0.0029
GM / General Motors Company 0.00 0.22 0.0269 0.0269
KR / The Kroger Co. 0.00 14.13 0.22 7.21 0.0268 -0.0003
HUM / Humana Inc. 0.00 4.02 0.22 10.50 0.0266 0.0006
MO / Altria Group, Inc. 0.00 0.22 0.0264 0.0264
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF 0.00 -43.95 0.22 -43.81 0.0262 -0.0243
WM / Waste Management, Inc. 0.00 0.00 0.21 -3.60 0.0258 -0.0032
NOC / Northrop Grumman Corporation 0.00 0.21 0.0253 0.0253
BKNG / Booking Holdings Inc. 0.00 -13.33 0.21 -19.23 0.0253 -0.0086
ZBRA / Zebra Technologies Corporation 0.00 -0.42 0.21 -4.11 0.0252 -0.0032
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -0.98 0.21 3.96 0.0252 -0.0011
TMUS / T-Mobile US, Inc. 0.00 1.39 0.21 1.94 0.0252 -0.0016
TSCO / Tractor Supply Company 0.00 0.21 0.0252 0.0252
UNPC / Union Pacific Corporation 0.00 0.21 0.0251 0.0251
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -1.67 0.21 3.48 0.0251 -0.0011
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 -1.63 0.21 2.48 0.0249 -0.0014
BSX / Boston Scientific Corporation 0.00 -15.37 0.21 -23.05 0.0249 -0.0102
TPR / Tapestry, Inc. 0.00 0.21 0.0247 0.0247
AIG / American International Group, Inc. 0.00 0.20 0.0245 0.0245
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.00 0.20 0.0242 0.0242
TT / Trane Technologies plc 0.00 0.64 0.20 -2.91 0.0240 -0.0028
KVUE / Kenvue Inc. 0.01 0.16 0.0195 0.0195
BLND / Blend Labs, Inc. 0.03 0.00 0.11 10.68 0.0137 0.0003
RIG / Transocean Ltd. 0.01 4.47 0.04 27.59 0.0045 0.0006
WTI / W&T Offshore, Inc. 0.01 -13.65 0.02 -4.76 0.0025 -0.0003
STRO / Sutro Biopharma, Inc. 0.01 6.69 0.01 28.57 0.0011 0.0002
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund 0.00 -100.00 0.00 0.0000
ACN / Accenture plc 0.00 -100.00 0.00 0.0000
096 / HubSpot, Inc. 0.00 -100.00 0.00 -100.00 -0.0303
UTRE / The RBB Fund, Inc. - F/m US Treasury 3 Year Note ETF 0.00 -100.00 0.00 0.0000
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.00 -100.00 0.00 0.0000
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund 0.00 -100.00 0.00 0.0000
TXN / Texas Instruments Incorporated 0.00 -100.00 0.00 -100.00 -0.0261
CVNA / Carvana Co. 0.00 -100.00 0.00 -100.00 -0.0317
AMGN / Amgen Inc. Call 0.00 -100.00 0.00 -100.00 -0.4136
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated Put 0.00 -100.00 0.00 -100.00 -0.0892
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.00 -100.00 0.00 0.0000
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.00 -100.00 0.00 0.0000
SYK / Stryker Corporation 0.00 -100.00 0.00 0.0000
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF 0.00 -100.00 0.00 0.0000
CMG / Chipotle Mexican Grill, Inc. 0.00 -100.00 0.00 0.0000