Estatísticas Básicas
Valor do Portfólio $ 615,031,529
Posições Atuais 214
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Riversedge Advisors, Llc divulgou 214 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 615,031,529 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Riversedge Advisors, Llc são Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) , iShares Trust - iShares Core MSCI International Developed Markets ETF (US:IDEV) , Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF (US:SPYG) , and Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF (US:RSP) . As novas posições de Riversedge Advisors, Llc incluem Grayscale Digital Large Cap Fund (US:GDLC) , Centene Corporation (US:CNC) , Edison International (US:EIX) , Lockheed Martin Corporation (US:LMT) , and Zoom Communications, Inc. (US:ZM) .

Riversedge Advisors, Llc - Valor do Portfólio
Adicionar Este Fundo
ao seu Painel
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
0.26 83.09 13.5106 1.5678
0.11 4.64 0.7546 0.7546
0.68 56.06 9.1157 0.5540
0.67 49.62 8.0673 0.5535
0.14 17.00 2.7633 0.4600
0.15 29.11 4.7339 0.3725
0.09 25.63 4.1679 0.2320
0.01 4.06 0.6595 0.1769
0.01 2.93 0.4762 0.1194
0.02 0.84 0.1369 0.0751
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
0.20 7.61 1.2379 -0.6822
0.17 15.63 2.5413 -0.6311
0.49 26.55 4.3164 -0.5407
0.04 2.13 0.3467 -0.2300
0.47 26.46 4.3017 -0.1666
0.34 36.41 5.9197 -0.1496
0.01 5.29 0.8607 -0.1374
0.00 1.47 0.2394 -0.0844
0.27 17.06 2.7741 -0.0750
0.32 16.29 2.6492 -0.0506
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2026-01-07 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)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.26 14.04 83.09 16.61 13.5106 1.5678
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.68 6.67 56.06 9.74 9.1157 0.5540
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.67 11.12 49.62 10.67 8.0673 0.5535
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0.34 -1.53 36.41 0.53 5.9197 -0.1496
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.15 10.79 29.11 11.88 4.7339 0.3725
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 1.11 0.06 26.59 3.33 4.3239 0.0107
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.49 -7.68 26.55 -8.40 4.3164 -0.5407
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF 0.47 -3.35 26.46 -0.77 4.3017 -0.1666
AAPL / Apple Inc. 0.09 2.23 25.63 9.15 4.1679 0.2320
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.27 -3.74 17.06 0.36 2.7741 -0.0750
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.14 22.27 17.00 23.66 2.7633 0.4600
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.32 0.70 16.29 1.14 2.6492 -0.0506
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.17 -19.42 15.63 -17.43 2.5413 -0.6311
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.03 -0.12 14.57 1.60 2.3687 -0.0345
VTV / Vanguard Index Funds - Vanguard Value ETF 0.06 1.59 10.67 4.04 1.7347 0.0160
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF 0.10 -2.29 9.93 0.31 1.6138 -0.0444
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.19 7.51 9.24 5.02 1.5028 0.0280
BTC / Grayscale Bitcoin Mini Trust 0.20 -13.13 7.61 -33.55 1.2379 -0.6822
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.03 6.72 6.47 6.67 1.0526 0.0356
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.02 -3.29 5.35 -2.37 0.8692 -0.0485
MSFT / Microsoft Corporation 0.01 -4.80 5.29 -11.12 0.8607 -0.1374
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.11 -1.54 5.04 -1.54 0.8189 -0.0384
GDLC / Grayscale Digital Large Cap Fund 0.11 4.64 0.7546 0.7546
GOOGL / Alphabet Inc. 0.01 9.39 4.06 40.85 0.6595 0.1769
PLTR / Palantir Technologies Inc. 0.02 -1.51 3.98 -4.02 0.6477 -0.0479
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.01 -5.12 3.38 -3.68 0.5491 -0.0385
AMZN / Amazon.com, Inc. 0.01 6.64 3.01 12.10 0.4895 0.0394
GOOG / Alphabet Inc. 0.01 6.77 2.93 37.59 0.4762 0.1194
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.07 -5.64 2.77 -6.58 0.4502 -0.0467
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -0.12 2.36 2.25 0.3839 -0.0032
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.08 0.49 2.35 2.22 0.3815 -0.0032
IBIT / iShares Bitcoin Trust ETF 0.04 -18.88 2.13 -38.04 0.3467 -0.2300
AVGO / Broadcom Inc. 0.01 5.15 1.96 10.31 0.3185 0.0209
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.01 -7.49 1.90 -6.11 0.3097 -0.0303
TSLA / Tesla, Inc. 0.00 3.63 1.63 4.76 0.2651 0.0044
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 -0.59 1.61 1.51 0.2618 -0.0041
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -6.46 1.60 -5.90 0.2595 -0.0248
BRK.B / Berkshire Hathaway Inc. 0.00 10.08 1.56 10.07 0.2543 0.0161
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -1.38 1.51 -0.40 0.2452 -0.0086
META / Meta Platforms, Inc. 0.00 -15.20 1.47 -23.81 0.2394 -0.0844
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 2.13 1.41 11.11 0.2294 0.0166
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.02 -6.29 1.26 -5.90 0.2049 -0.0195
JNJ / Johnson & Johnson 0.01 13.56 1.23 26.80 0.2001 0.0374
JPM / JPMorgan Chase & Co. 0.00 -8.18 1.22 -6.16 0.1982 -0.0196
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.06 1.15 0.97 0.1868 -0.0039
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.15 1.11 2.31 0.1801 -0.0013
ABBV / AbbVie Inc. 0.00 4.42 1.08 3.05 0.1757 -0.0000
MCO / Moody's Corporation 0.00 0.49 1.04 7.76 0.1695 0.0073
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -18.69 0.97 -16.77 0.1584 -0.0376
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.02 0.00 0.95 1.60 0.1549 -0.0021
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 0.04 -2.44 0.95 -2.37 0.1544 -0.0087
BMY / Bristol-Myers Squibb Company 0.02 90.99 0.84 128.53 0.1369 0.0751
LLY / Eli Lilly and Company 0.00 58.47 0.80 123.06 0.1307 0.0703
COST / Costco Wholesale Corporation 0.00 -14.60 0.78 -20.47 0.1271 -0.0375
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF 0.01 -3.20 0.77 -3.61 0.1260 -0.0087
COF / Capital One Financial Corporation 0.00 19.61 0.75 36.48 0.1224 0.0299
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 0.00 0.74 2.64 0.1204 -0.0004
BAC / Bank of America Corporation 0.01 3.29 0.71 9.97 0.1149 0.0073
WMT / Walmart Inc. 0.01 22.43 0.70 32.58 0.1138 0.0252
LGLV / SPDR Series Trust - State Street SPDR US Large Cap Low Volatility Index ETF 0.00 -3.87 0.69 -5.36 0.1120 -0.0099
EXPE / Expedia Group, Inc. 0.00 8.88 0.69 44.33 0.1118 0.0319
C / Citigroup Inc. 0.01 13.77 0.68 30.96 0.1108 0.0235
MCD / McDonald's Corporation 0.00 -6.85 0.66 -6.38 0.1074 -0.0108
MRKCL / Merck & Co., Inc. 0.01 6.39 0.65 33.27 0.1063 0.0242
MU / Micron Technology, Inc. 0.00 13.64 0.65 94.31 0.1056 0.0494
CVX / Chevron Corporation 0.00 -8.18 0.64 -10.00 0.1040 -0.0150
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 5.22 0.62 -13.73 0.1003 -0.0195
XOM / Exxon Mobil Corporation 0.01 17.01 0.60 24.90 0.0980 0.0171
CIL / Victory Portfolios II - VictoryShares International Volatility Wtd ETF 0.01 -3.24 0.60 1.19 0.0968 -0.0018
V / Visa Inc. 0.00 -19.12 0.59 -16.95 0.0965 -0.0232
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 23.88 0.56 36.92 0.0912 0.0225
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock) 0.01 -2.12 0.56 8.59 0.0905 0.0045
PEP / PepsiCo, Inc. 0.00 52.02 0.54 55.43 0.0886 0.0298
CB / Chubb Limited 0.00 65.61 0.54 83.33 0.0877 0.0384
GE / General Electric Company 0.00 24.78 0.53 27.85 0.0860 0.0166
LECO / Lincoln Electric Holdings, Inc. 0.00 7.99 0.51 9.66 0.0832 0.0050
ISRG / Intuitive Surgical, Inc. 0.00 1.92 0.51 29.11 0.0830 0.0167
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.01 11.60 0.50 33.69 0.0814 0.0187
HD / The Home Depot, Inc. 0.00 -7.56 0.49 -21.42 0.0794 -0.0248
TJX / The TJX Companies, Inc. 0.00 104.20 0.48 117.27 0.0778 0.0408
SYF / Synchrony Financial 0.01 1.99 0.47 19.95 0.0763 0.0106
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF 0.01 -0.52 0.47 -1.06 0.0759 -0.0031
ABT / Abbott Laboratories 0.00 -1.01 0.47 -7.37 0.0757 -0.0086
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 6.34 0.46 14.29 0.0756 0.0074
TRV / The Travelers Companies, Inc. 0.00 10.78 0.45 15.09 0.0732 0.0076
RY / Royal Bank of Canada 0.00 6.29 0.45 23.01 0.0731 0.0118
HCA / HCA Healthcare, Inc. 0.00 38.54 0.44 52.23 0.0720 0.0231
MLI / Mueller Industries, Inc. 0.00 17.40 0.44 33.33 0.0710 0.0161
INTC / Intel Corporation 0.01 4.75 0.44 15.04 0.0710 0.0075
DVN / Devon Energy Corporation 0.01 -0.38 0.43 4.14 0.0696 0.0007
LRCX / Lam Research Corporation 0.00 14.89 0.43 47.06 0.0691 0.0206
MA / Mastercard Incorporated 0.00 -28.07 0.42 -27.77 0.0690 -0.0295
CNC / Centene Corporation 0.01 0.42 0.0687 0.0687
NFLX / Netflix, Inc. 0.00 866.38 0.42 -24.46 0.0679 -0.0247
UNH / UnitedHealth Group Incorporated 0.00 9.43 0.41 4.59 0.0667 0.0010
FDX / FedEx Corporation 0.00 30.12 0.41 59.77 0.0666 0.0235
NOW / ServiceNow, Inc. 0.00 858.70 0.41 60.08 0.0659 0.0233
BKNG / Booking Holdings Inc. 0.00 70.45 0.40 69.20 0.0653 0.0255
GS / The Goldman Sachs Group, Inc. 0.00 -4.03 0.40 5.87 0.0647 0.0018
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 -17.56 0.40 -17.54 0.0642 -0.0161
EIX / Edison International 0.01 0.39 0.0640 0.0640
HURN / Huron Consulting Group Inc. 0.00 0.04 0.39 18.04 0.0628 0.0079
APH / Amphenol Corporation 0.00 4.05 0.39 13.57 0.0627 0.0058
NEM / Newmont Corporation 0.00 33.33 0.38 57.92 0.0618 0.0214
GD / General Dynamics Corporation 0.00 9.64 0.38 8.29 0.0616 0.0029
UAL / United Airlines Holdings, Inc. 0.00 22.09 0.38 41.73 0.0613 0.0166
LMT / Lockheed Martin Corporation 0.00 0.37 0.0607 0.0607
MAR / Marriott International, Inc. 0.00 2.96 0.36 22.76 0.0580 0.0092
PCG / PG&E Corporation 0.02 31.12 0.36 39.76 0.0578 0.0152
BX / Blackstone Inc. 0.00 20.75 0.35 8.98 0.0573 0.0031
ZM / Zoom Communications, Inc. 0.00 0.35 0.0573 0.0573
PM / Philip Morris International Inc. 0.00 -1.98 0.35 -3.06 0.0568 -0.0036
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 4.08 0.35 6.75 0.0567 0.0020
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.03 3.47 0.35 15.77 0.0561 0.0062
FIX / Comfort Systems USA, Inc. 0.00 40.46 0.34 58.80 0.0558 0.0196
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 0.04 0.34 2.08 0.0558 -0.0006
TEAM / Atlassian Corporation 0.00 0.34 0.0558 0.0558
T / AT&T Inc. 0.01 -6.18 0.34 -17.32 0.0551 -0.0137
CEG / Constellation Energy Corporation 0.00 1.05 0.34 8.33 0.0551 0.0027
USB / U.S. Bancorp 0.01 0.34 0.0550 0.0550
DHI / D.R. Horton, Inc. 0.00 75.17 0.34 49.12 0.0548 0.0169
HIG / The Hartford Insurance Group, Inc. 0.00 5.98 0.34 9.45 0.0548 0.0032
FOXA / Fox Corporation 0.00 16.62 0.34 34.94 0.0548 0.0130
NTRS / Northern Trust Corporation 0.00 41.30 0.34 43.59 0.0546 0.0154
ANET / Arista Networks, Inc. 0.00 45.77 0.33 31.23 0.0540 0.0115
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -12.81 0.33 -11.97 0.0540 -0.0092
TD / The Toronto-Dominion Bank 0.00 5.16 0.33 23.97 0.0540 0.0091
ABNB / Airbnb, Inc. 0.00 22.56 0.33 37.34 0.0538 0.0133
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.27 0.33 2.17 0.0535 -0.0005
ACN / Accenture plc 0.00 0.33 0.0534 0.0534
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock) 0.00 3.03 0.32 15.16 0.0520 0.0056
AME / AMETEK, Inc. 0.00 0.71 0.32 10.00 0.0520 0.0033
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 5.73 0.32 5.35 0.0513 0.0010
KO / The Coca-Cola Company 0.00 6.73 0.31 12.59 0.0510 0.0043
MEDP / Medpace Holdings, Inc. 0.00 30.99 0.31 42.92 0.0510 0.0142
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.31 2.66 0.0504 -0.0001
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.01 1.76 0.31 -9.65 0.0503 -0.0070
SNOW / Snowflake Inc. 0.00 6.04 0.31 3.36 0.0501 0.0000
ORCL / Oracle Corporation 0.00 -7.45 0.31 -35.91 0.0500 -0.0304
PANW / Palo Alto Networks, Inc. 0.00 30.03 0.31 17.62 0.0499 0.0062
TPL / Texas Pacific Land Corporation 0.00 176.42 0.31 -15.00 0.0498 -0.0105
BK / The Bank of New York Mellon Corporation 0.00 9.25 0.31 16.41 0.0497 0.0057
NTRA / Natera, Inc. 0.00 0.30 0.0494 0.0494
FTI / TechnipFMC plc 0.01 21.04 0.30 36.82 0.0490 0.0121
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 -3.52 0.30 -5.41 0.0484 -0.0043
SPY / SPDR S&P 500 ETF 0.00 0.23 0.30 2.78 0.0482 -0.0002
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 -14.81 0.30 -22.51 0.0481 -0.0159
CRWD / CrowdStrike Holdings, Inc. 0.00 12.93 0.29 7.69 0.0479 0.0022
1PSX / Phillips 66 0.00 46.49 0.29 38.86 0.0477 0.0123
ETN / Eaton Corporation plc 0.00 0.22 0.29 -14.62 0.0475 -0.0099
REGN / Regeneron Pharmaceuticals, Inc. 0.00 0.29 0.0466 0.0466
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF 0.00 0.00 0.28 14.98 0.0462 0.0048
DAL / Delta Air Lines, Inc. 0.00 0.28 0.0459 0.0459
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF 0.00 0.00 0.28 13.82 0.0456 0.0043
ADBE / Adobe Inc. 0.00 -46.72 0.28 -47.15 0.0452 -0.0430
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock) 0.01 6.90 0.27 29.38 0.0445 0.0091
ORLY / O'Reilly Automotive, Inc. 0.00 -18.66 0.27 -31.31 0.0443 -0.0221
OTIS / Otis Worldwide Corporation 0.00 1.89 0.27 -2.51 0.0443 -0.0026
INTU / Intuit Inc. 0.00 2.54 0.27 -0.74 0.0435 -0.0016
QCOM / QUALCOMM Incorporated 0.00 17.48 0.26 20.47 0.0422 0.0062
ADP / Automatic Data Processing, Inc. 0.00 -4.19 0.26 -16.23 0.0421 -0.0096
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock) 0.01 13.73 0.26 21.70 0.0420 0.0064
PHM / PulteGroup, Inc. 0.00 16.78 0.26 3.63 0.0419 0.0002
UNILEVER PLC / SPON ADR NEW (904767803) 0.00 0.26 0.0000
CMG / Chipotle Mexican Grill, Inc. 0.01 0.26 0.0417 0.0417
LYFT / Lyft, Inc. 0.01 8.39 0.25 -4.51 0.0414 -0.0033
PLD / Prologis, Inc. 0.00 0.25 0.0413 0.0413
WFC / Wells Fargo & Company 0.00 5.50 0.25 17.37 0.0407 0.0049
DHR / Danaher Corporation 0.00 0.25 0.0405 0.0405
GM / General Motors Company 0.00 -9.38 0.25 20.59 0.0401 0.0059
GEV / GE Vernova Inc. 0.00 -23.73 0.25 -19.14 0.0400 -0.0108
SCHW / The Charles Schwab Corporation 0.00 -11.68 0.24 -7.60 0.0396 -0.0046
SNDK / Sandisk Corporation 0.00 0.24 0.0393 0.0393
DIS / The Walt Disney Company 0.00 0.24 0.0392 0.0392
BLK / BlackRock, Inc. 0.00 12.24 0.24 3.07 0.0383 0.0001
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF 0.00 0.23 0.0381 0.0381
IBM / International Business Machines Corporation 0.00 0.23 0.0381 0.0381
CMI / Cummins Inc. 0.00 0.23 0.0377 0.0377
BITB / Bitwise Bitcoin ETF Trust 0.00 -7.99 0.23 -29.57 0.0376 -0.0175
UBS / UBS Group AG 0.00 -5.65 0.23 6.51 0.0373 0.0012
BHP / BHP Group Limited - Depositary Receipt (Common Stock) 0.00 0.23 0.0370 0.0370
BIIB / Biogen Inc. 0.00 0.23 0.0369 0.0369
HAL / Halliburton Company 0.01 0.23 0.0367 0.0367
PNFP / Pinnacle Financial Partners, Inc. 0.00 0.30 0.23 1.81 0.0367 -0.0004
VLO / Valero Energy Corporation 0.00 3.44 0.22 -1.32 0.0366 -0.0015
UI / Ubiquiti Inc. 0.00 0.25 0.22 -15.79 0.0364 -0.0083
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock) 0.00 0.22 0.0364 0.0364
IT / Gartner, Inc. 0.00 0.22 0.0362 0.0362
COP / ConocoPhillips 0.00 0.22 0.0362 0.0362
SHOP / Shopify Inc. 0.00 0.22 0.0359 0.0359
AXP / American Express Company 0.00 0.22 0.0358 0.0358
BBY / Best Buy Co., Inc. 0.00 22.31 0.22 8.42 0.0356 0.0017
ROP / Roper Technologies, Inc. 0.00 0.22 0.0356 0.0356
HUBS / HubSpot, Inc. 0.00 0.21 0.0347 0.0347
FTNT / Fortinet, Inc. 0.00 0.21 0.0347 0.0347
WDC / Western Digital Corporation 0.00 0.21 0.0347 0.0347
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.00 0.21 1.92 0.0346 -0.0003
LDOS / Leidos Holdings, Inc. 0.00 0.21 0.0344 0.0344
CAT / Caterpillar Inc. 0.00 0.21 0.0344 0.0344
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.01 -4.38 0.21 -5.88 0.0339 -0.0032
GPC / Genuine Parts Company 0.00 0.00 0.21 -11.16 0.0337 -0.0055
JBHT / J.B. Hunt Transport Services, Inc. 0.00 0.21 0.0334 0.0334
ILMN / Illumina, Inc. 0.00 0.20 0.0333 0.0333
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.01 0.20 0.0331 0.0331
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -38.79 0.20 -39.70 0.0330 -0.0232
UTHR / United Therapeutics Corporation 0.00 0.20 0.0328 0.0328
BWA / BorgWarner Inc. 0.00 0.20 0.0326 0.0326
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) 0.01 0.20 0.0322 0.0322
ADT / ADT Inc. 0.02 10.32 0.18 1.69 0.0296 -0.0002
VALE / Vale S.A. - Depositary Receipt (Common Stock) 0.01 0.17 0.0274 0.0274
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 6.44 0.15 15.79 0.0252 0.0029
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.03 4.41 0.15 21.43 0.0250 0.0039
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock) 0.03 7.34 0.10 5.05 0.0171 0.0004
ABEV / Ambev S.A. - Depositary Receipt (Common Stock) 0.02 -3.04 0.04 7.69 0.0069 0.0003
ALNY / Alnylam Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
TPR / Tapestry, Inc. 0.00 -100.00 0.00 0.0000
EBAY / eBay Inc. 0.00 -100.00 0.00 0.0000
MMC / Marsh & McLennan Companies, Inc. 0.00 -100.00 0.00 0.0000
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -100.00 0.00 0.0000
ZS / Zscaler, Inc. 0.00 -100.00 0.00 0.0000
ETH / Grayscale Ethereum Staking Mini ETF 0.00 -100.00 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 -100.00 0.00 0.0000
KMI / Kinder Morgan, Inc. 0.00 -100.00 0.00 0.0000
VEEV / Veeva Systems Inc. 0.00 -100.00 0.00 0.0000
PNC / The PNC Financial Services Group, Inc. 0.00 -100.00 0.00 0.0000
LIN / Linde plc 0.00 -100.00 0.00 0.0000
RBLX / Roblox Corporation 0.00 -100.00 0.00 0.0000
EG / Everest Group, Ltd. 0.00 -100.00 0.00 0.0000
VRSN / VeriSign, Inc. 0.00 -100.00 0.00 0.0000
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
UBER / Uber Technologies, Inc. 0.00 -100.00 0.00 0.0000
MOH / Molina Healthcare, Inc. 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 0.00 0.0000
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -100.00 0.00 0.0000
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 -100.00 0.00 0.0000
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -100.00 0.00 0.0000
AZO / AutoZone, Inc. 0.00 -100.00 0.00 0.0000
EXR / Extra Space Storage Inc. 0.00 -100.00 0.00 0.0000