Statistik Asas
Nilai Portfolio $ 3,146,249,041
Kedudukan Semasa 309
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Aspiriant, Llc telah mendedahkan 309 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 3,146,249,041 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Aspiriant, Llc ialah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares Core S&P U.S. Value ETF (US:IUSV) , Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) , iShares, Inc. - iShares MSCI Global Min Vol Factor ETF (US:ACWV) , and Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) . Kedudukan baharu Aspiriant, Llc termasuk Rubrik, Inc. (US:RBRK) , iShares Trust - iShares Global Tech ETF (US:IXN) , The Williams Companies, Inc. (US:WMB) , Monster Beverage Corporation (US:MNST) , and iShares Bitcoin Trust ETF (US:IBIT) .

Aspiriant, Llc - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.62 387.89 12.3285 0.9390
0.34 29.17 0.9273 0.8333
0.35 16.48 0.5238 0.5114
0.34 35.57 1.1306 0.4995
0.29 28.32 0.9000 0.4661
0.11 38.26 1.2161 0.4536
0.77 64.42 2.0475 0.2112
0.08 4.11 0.1306 0.1306
0.05 23.35 0.7422 0.1298
0.10 8.92 0.2836 0.1253
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
4.81 236.02 7.5017 -1.5163
2.42 286.36 9.1017 -0.7926
1.48 289.29 9.1947 -0.7731
0.30 61.62 1.9584 -0.6979
3.58 338.41 10.7561 -0.5436
0.06 30.50 0.9693 -0.2194
0.96 197.31 6.2714 -0.1588
0.01 8.55 0.2718 -0.1156
0.15 4.95 0.1572 -0.0675
0.01 0.77 0.0245 -0.0551
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-29 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.62 6.98 387.89 18.22 12.3285 0.9390
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 3.58 1.39 338.41 3.96 10.7561 -0.5436
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 1.48 -3.76 289.29 0.74 9.1947 -0.7731
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF 2.42 -1.40 286.36 0.47 9.1017 -0.7926
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 4.81 -8.06 236.02 -9.15 7.5017 -1.5163
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.96 0.96 197.31 6.52 6.2714 -0.1588
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.16 1.48 89.57 12.17 2.8468 0.0751
EFV / iShares Trust - iShares MSCI EAFE Value ETF 1.13 -0.64 71.63 7.02 2.2765 -0.0468
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.77 10.35 64.42 21.78 2.0475 0.2112
AAPL / Apple Inc. 0.30 -12.82 61.62 -19.48 1.9584 -0.6979
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 1.01 0.14 60.74 11.38 1.9304 0.0376
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.53 5.34 39.04 5.60 1.2407 -0.0425
IWB / iShares Trust - iShares Russell 1000 ETF 0.11 57.35 38.26 74.19 1.2161 0.4536
SPY / SPDR S&P 500 ETF 0.06 1.09 37.70 11.65 1.1981 0.0262
MUB / iShares Trust - iShares National Muni Bond ETF 0.34 97.44 35.57 95.65 1.1306 0.4995
BRK.B / Berkshire Hathaway Inc. 0.06 -2.36 30.50 -10.94 0.9693 -0.2194
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.72 2.58 30.47 5.24 0.9684 -0.0365
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF 0.34 957.09 29.17 978.09 0.9273 0.8333
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.10 3.88 29.13 14.87 0.9259 0.0456
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.29 125.88 28.32 126.52 0.9000 0.4661
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.45 -2.53 27.84 4.24 0.8849 -0.0422
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF 0.11 0.29 24.05 11.12 0.7643 0.0131
MSFT / Microsoft Corporation 0.05 -0.11 23.35 32.35 0.7422 0.1298
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.33 0.94 22.03 11.86 0.7003 0.0165
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.48 21.79 21.93 22.06 0.6970 0.0733
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.75 0.00 21.89 12.10 0.6957 0.0179
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.64 -2.86 21.00 4.12 0.6674 -0.0327
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund 0.42 -3.93 19.13 3.39 0.6081 -0.0342
VTV / Vanguard Index Funds - Vanguard Value ETF 0.10 18.44 18.39 21.19 0.5846 0.0578
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.07 -6.14 16.59 0.31 0.5273 -0.0468
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF 0.35 4,541.36 16.48 4,528.93 0.5238 0.5114
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.11 -0.68 15.02 15.47 0.4774 0.0258
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.28 0.00 14.61 5.14 0.4645 -0.0180
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.08 -1.05 13.40 3.39 0.4260 -0.0240
GOOGL / Alphabet Inc. 0.08 -6.14 13.26 6.96 0.4216 -0.0089
PWRD / TCW ETF Trust - TCW Transform Systems ETF 0.14 2.11 12.76 32.01 0.4056 0.0700
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.32 3.29 11.63 12.22 0.3696 0.0099
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.19 1.96 10.46 6.85 0.3325 -0.0074
IWM / iShares Trust - iShares Russell 2000 ETF 0.05 -0.86 10.03 7.24 0.3186 -0.0059
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.25 5.02 9.93 16.29 0.3156 0.0192
IWV / iShares Trust - iShares Russell 3000 ETF 0.03 -8.73 8.96 0.86 0.2847 -0.0236
EFA / iShares Trust - iShares MSCI EAFE ETF 0.10 78.96 8.92 95.72 0.2836 0.1253
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.20 -2.25 8.75 6.37 0.2782 -0.0074
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.01 -37.34 8.55 -23.37 0.2718 -0.1156
META / Meta Platforms, Inc. 0.01 -3.26 8.17 23.89 0.2597 0.0307
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.09 -6.77 8.13 -6.55 0.2583 -0.0436
GOOG / Alphabet Inc. 0.04 -0.32 7.72 13.19 0.2452 0.0086
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.13 -7.64 7.67 3.59 0.2439 -0.0132
VOTE / TCW ETF Trust - TCW Transform 500 ETF 0.10 9.30 7.44 21.60 0.2364 0.0241
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.08 100.00 7.26 116.24 0.2307 0.1142
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.11 -0.26 7.18 6.34 0.2282 -0.0061
JPM / JPMorgan Chase & Co. 0.02 -7.32 7.05 9.54 0.2242 0.0007
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.04 5.98 6.96 9.40 0.2211 0.0004
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.08 -9.20 6.62 -2.04 0.2103 -0.0242
AMZN / Amazon.com, Inc. 0.03 -1.85 6.61 13.17 0.2100 0.0073
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 5.83 -8.72 0.1853 -0.0364
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.23 -0.58 5.63 10.04 0.1790 0.0013
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.11 0.48 5.38 9.81 0.1711 0.0009
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.07 62.15 5.36 67.83 0.1703 0.0595
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.05 44.25 5.33 50.76 0.1694 0.0467
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 0.00 5.24 18.24 0.1665 0.0127
PG / The Procter & Gamble Company 0.03 0.73 5.18 -5.83 0.1647 -0.0263
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.04 61.96 5.12 79.25 0.1628 0.0636
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF 0.15 -25.96 4.95 -23.59 0.1572 -0.0675
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF 0.13 4.80 4.64 7.77 0.1476 -0.0020
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.03 0.00 4.49 10.84 0.1426 0.0021
CINF / Cincinnati Financial Corporation 0.03 -9.97 4.46 -9.24 0.1417 -0.0288
ORCL / Oracle Corporation 0.02 -0.36 4.37 55.83 0.1389 0.0416
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.09 100.20 4.28 121.07 0.1360 0.0688
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 1.14 4.24 18.95 0.1349 0.0110
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.06 1.55 4.23 16.19 0.1343 0.0081
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.03 0.00 4.18 18.35 0.1328 0.0103
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.08 4.11 0.1306 0.1306
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.07 -2.43 4.11 3.71 0.1306 -0.0069
NVDA / NVIDIA Corporation 0.03 0.12 4.08 45.94 0.1297 0.0327
QQQ / Invesco QQQ Trust, Series 1 0.01 22.50 3.98 44.12 0.1266 0.0307
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 -2.11 3.81 8.68 0.1209 -0.0006
RY / Royal Bank of Canada 0.03 0.02 3.73 16.74 0.1186 0.0076
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.04 0.00 3.42 3.23 0.1088 -0.0063
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.02 100.32 3.42 136.51 0.1087 0.0585
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.02 -12.54 3.31 -8.26 0.1053 -0.0200
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.04 -1.13 3.30 -2.74 0.1048 -0.0129
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.06 31.52 3.14 31.53 0.0997 0.0169
JNJ / Johnson & Johnson 0.02 -3.65 3.09 -11.26 0.0982 -0.0226
AVGO / Broadcom Inc. 0.01 7.10 3.05 76.33 0.0971 0.0370
TDG / TransDigm Group Incorporated 0.00 -0.69 3.05 9.16 0.0970 -0.0000
XOM / Exxon Mobil Corporation 0.03 -1.45 2.76 -10.68 0.0877 -0.0195
BILL / BILL Holdings, Inc. 0.06 0.02 2.76 0.84 0.0876 -0.0073
TJX / The TJX Companies, Inc. 0.02 -12.21 2.72 -10.99 0.0865 -0.0196
PEP / PepsiCo, Inc. 0.02 -1.06 2.47 -12.89 0.0787 -0.0199
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.04 350.03 2.43 401.45 0.0771 0.0603
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.02 2.37 0.0753 0.0753
ABT / Abbott Laboratories 0.02 -10.39 2.35 -8.10 0.0746 -0.0141
SCHW / The Charles Schwab Corporation 0.02 -4.34 2.26 11.53 0.0719 0.0015
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.02 2.06 2.23 12.77 0.0710 0.0022
COST / Costco Wholesale Corporation 0.00 3.75 2.19 8.59 0.0696 -0.0004
TSLA / Tesla, Inc. 0.01 -1.66 2.13 20.58 0.0676 0.0064
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.02 0.00 2.11 0.05 0.0671 -0.0062
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.02 -3.36 2.10 -3.40 0.0669 -0.0087
HD / The Home Depot, Inc. 0.01 -0.81 2.07 -0.77 0.0657 -0.0066
QCOM / QUALCOMM Incorporated 0.01 -12.48 2.04 -9.27 0.0647 -0.0132
CVX / Chevron Corporation 0.01 -5.60 2.02 -19.20 0.0643 -0.0226
NFLX / Netflix, Inc. 0.00 0.28 1.94 44.08 0.0615 0.0149
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.04 -1.85 1.92 11.98 0.0609 0.0015
MA / Mastercard Incorporated 0.00 7.05 1.87 9.75 0.0594 0.0003
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.08 0.00 1.85 10.69 0.0590 0.0008
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 1.82 6.17 0.0580 -0.0017
WFC / Wells Fargo & Company 0.02 3.51 1.81 15.54 0.0577 0.0032
ADP / Automatic Data Processing, Inc. 0.01 378.48 1.81 383.96 0.0575 0.0445
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0.04 30.91 1.79 37.31 0.0568 0.0116
DIS / The Walt Disney Company 0.01 -8.96 1.67 14.43 0.0532 0.0024
BAC / Bank of America Corporation 0.03 -5.23 1.65 7.49 0.0525 -0.0009
IVE / iShares Trust - iShares S&P 500 Value ETF 0.01 98.78 1.65 103.83 0.0525 0.0244
TT / Trane Technologies plc 0.00 -5.89 1.65 22.16 0.0524 0.0056
PAYX / Paychex, Inc. 0.01 -0.21 1.64 -5.90 0.0522 -0.0084
UNP / Union Pacific Corporation 0.01 -11.27 1.64 -13.59 0.0522 -0.0138
V / Visa Inc. 0.00 -1.41 1.63 -0.12 0.0519 -0.0049
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.01 0.00 1.57 13.47 0.0498 0.0019
ABBV / AbbVie Inc. 0.01 -1.26 1.56 -12.52 0.0495 -0.0123
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 -2.48 1.55 0.78 0.0493 -0.0041
LOW / Lowe's Companies, Inc. 0.01 -0.20 1.47 -5.05 0.0466 -0.0070
GD / General Dynamics Corporation 0.00 10.10 1.44 17.80 0.0459 0.0033
AXP / American Express Company 0.00 -4.73 1.41 12.93 0.0447 0.0015
RTX / RTX Corporation 0.01 -12.21 1.40 -3.19 0.0444 -0.0057
IBM / International Business Machines Corporation 0.00 -2.66 1.39 15.35 0.0442 0.0024
CRM / Salesforce, Inc. 0.01 -6.48 1.39 -4.94 0.0440 -0.0066
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 1.38 9.99 0.0438 0.0003
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.02 -10.37 1.36 -3.49 0.0431 -0.0057
MRK / Merck & Co., Inc. 0.02 11.24 1.33 -1.85 0.0422 -0.0048
WMT / Walmart Inc. 0.01 -0.21 1.31 11.18 0.0417 0.0007
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.05 0.00 1.28 4.07 0.0406 -0.0020
CSCO / Cisco Systems, Inc. 0.02 -2.11 1.27 10.10 0.0402 0.0003
SLGN / Silgan Holdings Inc. 0.02 0.03 1.25 6.00 0.0399 -0.0012
AMGN / Amgen Inc. 0.00 1.08 1.23 -9.42 0.0391 -0.0081
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.05 -9.99 1.20 -14.70 0.0382 -0.0107
GE / General Electric Company 0.00 -10.12 1.20 15.51 0.0381 0.0021
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF 0.04 0.00 1.18 9.50 0.0374 0.0001
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.02 0.00 1.15 0.09 0.0365 -0.0033
MPC / Marathon Petroleum Corporation 0.01 -5.97 1.13 7.30 0.0360 -0.0007
ADBE / Adobe Inc. 0.00 23.34 1.13 24.37 0.0359 0.0044
MMM / 3M Company 0.01 -10.01 1.12 -6.66 0.0357 -0.0061
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.01 57.42 1.12 76.30 0.0355 0.0135
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.01 81.83 1.06 98.50 0.0336 0.0151
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 70.24 1.05 70.55 0.0335 0.0120
UNH / UnitedHealth Group Incorporated 0.00 -20.30 1.05 -52.54 0.0333 -0.0433
SLNO / Soleno Therapeutics, Inc. 0.01 0.00 1.02 17.32 0.0323 0.0022
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.52 1.00 12.47 0.0318 0.0009
KO / The Coca-Cola Company 0.01 -4.52 0.98 -5.68 0.0311 -0.0049
CAT / Caterpillar Inc. 0.00 -1.34 0.97 16.09 0.0310 0.0018
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -14.34 0.95 -7.29 0.0303 -0.0054
ACN / Accenture plc 0.00 7.83 0.95 3.28 0.0301 -0.0017
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.02 1.11 0.93 1.19 0.0297 -0.0023
USB / U.S. Bancorp 0.02 0.88 0.92 8.13 0.0292 -0.0003
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.02 0.91 0.0290 0.0290
DHR / Danaher Corporation 0.00 -4.49 0.91 -7.92 0.0288 -0.0054
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.01 0.00 0.87 10.41 0.0277 0.0003
QSR / Restaurant Brands International Inc. 0.01 0.02 0.87 -0.46 0.0276 -0.0027
SPG / Simon Property Group, Inc. 0.01 -7.95 0.87 -10.92 0.0275 -0.0062
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.00 0.86 3.49 0.0274 -0.0015
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.00 0.83 -1.07 0.0264 -0.0028
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.01 129.76 0.81 134.97 0.0258 0.0138
GLD / SPDR Gold Trust 0.00 -34.20 0.81 -30.43 0.0257 -0.0146
COF / Capital One Financial Corporation 0.00 29.78 0.80 54.13 0.0256 0.0074
DOCU / DocuSign, Inc. 0.01 0.03 0.79 -4.25 0.0250 -0.0035
CP / Canadian Pacific Kansas City Limited 0.01 -9.06 0.78 2.64 0.0248 -0.0016
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF 0.01 -67.86 0.77 -66.33 0.0245 -0.0551
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 0.00 0.77 0.65 0.0245 -0.0021
QEMM / SPDR Index Shares Funds - SPDR MSCI Emerging Markets StrategicFactors ETF 0.01 0.00 0.76 9.33 0.0242 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -3.05 0.76 19.03 0.0241 0.0020
KMI / Kinder Morgan, Inc. 0.02 4.84 0.73 7.98 0.0233 -0.0003
BRK.B / Berkshire Hathaway Inc. Call 0.00 0.73 0.0232 0.0232
GS / The Goldman Sachs Group, Inc. 0.00 -2.15 0.71 26.83 0.0226 0.0031
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 0.69 0.0219 0.0219
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 0.00 0.68 16.21 0.0217 0.0013
PFE / Pfizer Inc. 0.03 -5.06 0.67 -9.21 0.0213 -0.0043
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.01 -4.08 0.67 -3.88 0.0213 -0.0029
TMO / Thermo Fisher Scientific Inc. 0.00 -3.73 0.66 -21.52 0.0210 -0.0082
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 101.38 0.65 111.65 0.0208 0.0100
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 0.00 0.65 6.89 0.0207 -0.0005
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 1.00 0.65 12.05 0.0207 0.0005
CMCSA / Comcast Corporation 0.02 -15.26 0.65 -18.06 0.0206 -0.0069
FDX / FedEx Corporation 0.00 11.45 0.64 3.90 0.0203 -0.0010
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0.02 -4.46 0.62 2.50 0.0196 -0.0013
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.00 0.60 2.38 0.0192 -0.0013
HBAN / Huntington Bancshares Incorporated 0.04 -0.42 0.60 11.30 0.0191 0.0003
AMAT / Applied Materials, Inc. 0.00 6.06 0.59 33.86 0.0189 0.0035
BBH / VanEck ETF Trust - VanEck Biotech ETF 0.00 -12.04 0.57 -14.26 0.0182 -0.0050
MCD / McDonald's Corporation 0.00 -3.78 0.54 -9.97 0.0172 -0.0037
DE / Deere & Company 0.00 -2.35 0.53 5.81 0.0168 -0.0005
GEV / GE Vernova Inc. 0.00 -8.10 0.52 59.63 0.0166 0.0052
FROG / JFrog Ltd. 0.01 0.00 0.52 37.33 0.0164 0.0033
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -9.24 0.51 -6.38 0.0164 -0.0027
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.01 0.00 0.51 -1.54 0.0163 -0.0018
PANW / Palo Alto Networks, Inc. 0.00 8.90 0.51 30.43 0.0162 0.0027
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.01 0.00 0.51 -2.67 0.0162 -0.0020
ESAB / ESAB Corporation 0.00 -0.07 0.51 3.45 0.0162 -0.0009
CHTR / Charter Communications, Inc. 0.00 9.40 0.50 21.45 0.0160 0.0016
TFC / Truist Financial Corporation 0.01 23.01 0.50 28.53 0.0159 0.0024
REET / iShares Trust - iShares Global REIT ETF 0.02 -28.60 0.50 -27.26 0.0159 -0.0080
LLY / Eli Lilly and Company 0.00 -3.81 0.49 -9.24 0.0156 -0.0032
NOW / ServiceNow, Inc. 0.00 16.30 0.49 50.15 0.0156 0.0043
ECL / Ecolab Inc. 0.00 17.91 0.48 25.19 0.0153 0.0020
IAU / iShares Gold Trust 0.01 0.78 0.48 6.65 0.0153 -0.0004
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 -0.01 0.47 16.83 0.0150 0.0010
IDV / iShares Trust - iShares International Select Dividend ETF 0.01 -0.01 0.47 11.35 0.0150 0.0003
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 0.47 0.0148 0.0148
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.00 0.00 0.45 8.92 0.0144 -0.0000
VAW / Vanguard World Fund - Vanguard Materials ETF 0.00 -19.58 0.45 -17.06 0.0144 -0.0045
MS / Morgan Stanley 0.00 -4.60 0.45 15.31 0.0144 0.0007
SBUX / Starbucks Corporation 0.00 -0.42 0.45 -7.01 0.0144 -0.0025
LMT / Lockheed Martin Corporation 0.00 41.72 0.44 47.18 0.0141 0.0036
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.02 -68.40 0.44 -66.21 0.0140 -0.0312
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 9.41 0.44 29.97 0.0139 0.0022
WM / Waste Management, Inc. 0.00 -0.36 0.44 -1.58 0.0139 -0.0015
COP / ConocoPhillips 0.00 -13.08 0.43 -25.78 0.0136 -0.0064
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 -38.47 0.42 -37.96 0.0134 -0.0102
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.01 -23.73 0.41 -23.09 0.0131 -0.0055
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.01 0.00 0.41 11.65 0.0131 0.0003
RBRK / Rubrik, Inc. 0.00 0.41 0.0131 0.0131
BKNG / Booking Holdings Inc. 0.00 31.48 0.41 65.73 0.0131 0.0044
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 0.00 0.41 0.74 0.0130 -0.0011
HON / Honeywell International Inc. 0.00 -17.02 0.41 -8.78 0.0129 -0.0025
PM / Philip Morris International Inc. 0.00 22.70 0.40 40.56 0.0128 0.0029
DUK / Duke Energy Corporation 0.00 -10.85 0.40 -13.76 0.0128 -0.0034
BLK / BlackRock, Inc. 0.00 -5.94 0.40 4.19 0.0127 -0.0006
TMUS / T-Mobile US, Inc. 0.00 14.81 0.40 2.58 0.0126 -0.0008
MCK / McKesson Corporation 0.00 32.10 0.39 44.12 0.0125 0.0030
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.02 -3.04 0.39 -2.49 0.0124 -0.0015
INTC / Intel Corporation 0.02 33.65 0.39 31.85 0.0123 0.0021
CB / Chubb Limited 0.00 60.14 0.38 53.60 0.0122 0.0035
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -2.05 0.38 4.92 0.0122 -0.0005
TEM / Tempus AI, Inc. 0.01 -57.12 0.37 -43.48 0.0119 -0.0111
BMY / Bristol-Myers Squibb Company 0.01 -0.98 0.35 -24.84 0.0113 -0.0051
AFRM / Affirm Holdings, Inc. 0.01 0.40 0.35 53.95 0.0112 0.0032
IXN / iShares Trust - iShares Global Tech ETF 0.00 0.35 0.0112 0.0112
VZ / Verizon Communications Inc. 0.01 -5.68 0.34 -10.00 0.0109 -0.0023
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -7.09 0.34 -7.67 0.0107 -0.0020
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.00 0.33 5.03 0.0106 -0.0004
JEF / Jefferies Financial Group Inc. 0.01 -0.51 0.33 1.52 0.0106 -0.0008
RLJ.PRA / RLJ Lodging Trust - Preferred Stock 0.01 0.00 0.33 -3.23 0.0105 -0.0013
D / Dominion Energy, Inc. 0.01 -0.29 0.33 0.62 0.0104 -0.0009
PH / Parker-Hannifin Corporation 0.00 -2.53 0.32 11.81 0.0103 0.0003
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 0.01 0.00 0.32 13.52 0.0102 0.0004
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF 0.01 0.00 0.32 11.93 0.0102 0.0002
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF 0.01 0.31 0.0100 0.0100
GSK / GSK plc - Depositary Receipt (Common Stock) 0.01 -1.48 0.31 -2.51 0.0099 -0.0012
MET / MetLife, Inc. 0.00 15.89 0.31 16.10 0.0099 0.0006
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 2.63 0.31 13.60 0.0098 0.0004
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares 0.03 0.00 0.31 -11.30 0.0098 -0.0022
ANET / Arista Networks Inc 0.00 0.31 0.0097 0.0097
ITW / Illinois Tool Works Inc. 0.00 32.72 0.30 32.17 0.0097 0.0017
WMB / The Williams Companies, Inc. 0.00 0.30 0.0096 0.0096
AIG / American International Group, Inc. 0.00 0.06 0.30 -1.64 0.0095 -0.0010
ICE / Intercontinental Exchange, Inc. 0.00 8.72 0.30 15.56 0.0094 0.0005
CI / The Cigna Group 0.00 11.86 0.30 12.55 0.0094 0.0003
NEE / NextEra Energy, Inc. 0.00 -43.07 0.30 -44.23 0.0094 -0.0090
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 0.00 0.29 -3.29 0.0094 -0.0012
BOX / Box, Inc. 0.01 0.12 0.29 10.94 0.0094 0.0001
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF 0.00 0.00 0.29 -2.67 0.0093 -0.0011
MNST / Monster Beverage Corporation 0.00 0.29 0.0093 0.0093
INTU / Intuit Inc. 0.00 -8.93 0.29 17.00 0.0092 0.0006
BX / Blackstone Inc. 0.00 -3.11 0.29 3.58 0.0092 -0.0005
MDT / Medtronic plc 0.00 -3.90 0.29 -6.86 0.0091 -0.0016
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF 0.01 0.00 0.28 9.65 0.0090 0.0000
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 0.28 0.0090 0.0090
NFG / National Fuel Gas Company 0.00 9.21 0.28 17.15 0.0089 0.0006
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.00 0.00 0.28 13.88 0.0089 0.0004
TTE / TotalEnergies SE - Depositary Receipt (Common Stock) 0.00 -1.79 0.28 -6.76 0.0088 -0.0015
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.00 0.00 0.27 10.98 0.0087 0.0001
BA / The Boeing Company 0.00 -2.43 0.27 19.64 0.0085 0.0008
LIN / Linde plc 0.00 -3.38 0.27 -2.55 0.0085 -0.0010
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund 0.00 0.00 0.27 11.72 0.0085 0.0002
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.00 0.26 18.64 0.0083 0.0007
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 -0.19 0.26 3.60 0.0082 -0.0005
DTE / DTE Energy Company 0.00 0.26 0.0082 0.0082
T / AT&T Inc. 0.01 9.07 0.26 11.64 0.0082 0.0002
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.00 -0.54 0.26 9.91 0.0081 0.0000
RBLX / Roblox Corporation 0.00 0.25 0.0080 0.0080
IBIT / iShares Bitcoin Trust ETF 0.00 0.25 0.0080 0.0080
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 -8.96 0.25 -1.20 0.0079 -0.0008
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF 0.00 1.20 0.25 0.00 0.0078 -0.0007
EBGEF / Enbridge Inc. - Preferred Stock 0.01 0.00 0.25 2.50 0.0078 -0.0005
PNC / The PNC Financial Services Group, Inc. 0.00 0.24 0.0078 0.0078
ETN / Eaton Corporation plc 0.00 -15.12 0.24 11.52 0.0077 0.0002
AJG / Arthur J. Gallagher & Co. 0.00 0.00 0.24 -7.39 0.0076 -0.0013
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 -42.00 0.24 -41.67 0.0076 -0.0066
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.00 -0.11 0.24 4.41 0.0076 -0.0003
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF 0.01 0.00 0.23 16.42 0.0074 0.0005
DVN / Devon Energy Corporation 0.01 0.23 0.0073 0.0073
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.00 0.23 0.88 0.0073 -0.0006
FTNT / Fortinet, Inc. 0.00 0.23 0.0072 0.0072
SPGI / S&P Global Inc. 0.00 -13.35 0.22 -10.12 0.0071 -0.0015
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.01 0.00 0.22 3.77 0.0070 -0.0004
GIS / General Mills, Inc. 0.00 -1.44 0.22 -14.79 0.0070 -0.0019
BCAL / California BanCorp. 0.01 0.00 0.22 10.05 0.0070 0.0000
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 0.22 0.0069 0.0069
ZS / Zscaler, Inc. 0.00 0.22 0.0069 0.0069
VRSN / VeriSign, Inc. 0.00 0.22 0.0069 0.0069
MORN / Morningstar, Inc. 0.00 0.22 0.0069 0.0069
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 0.21 0.0067 0.0067
PSA / Public Storage 0.00 0.21 0.0067 0.0067
MO / Altria Group, Inc. 0.00 0.21 0.0066 0.0066
SNOW / Snowflake Inc. 0.00 0.20 0.0064 0.0064
MSCI / MSCI Inc. 0.00 0.20 0.0064 0.0064
PCG / PG&E Corporation 0.01 0.18 0.0057 0.0057
GSBD / Goldman Sachs BDC, Inc. 0.01 9.52 0.13 5.74 0.0041 -0.0001
NOK / Nokia Oyj - Depositary Receipt (Common Stock) 0.02 -2.14 0.12 -3.97 0.0039 -0.0005
MRCC / Monroe Capital Corporation 0.02 35.71 0.12 10.09 0.0038 0.0001
ABEV / Ambev S.A. - Depositary Receipt (Common Stock) 0.03 0.38 0.06 4.92 0.0020 -0.0001
BDX / Becton, Dickinson and Company 0.00 -100.00 0.00 0.0000
REGN / Regeneron Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 -100.00 0.00 0.0000
NKE / NIKE, Inc. 0.00 -100.00 0.00 0.0000
NET / Cloudflare, Inc. 0.00 -100.00 0.00 0.0000
ELV / Elevance Health, Inc. 0.00 -100.00 0.00 0.0000
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -100.00 0.00 0.0000
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF 0.00 -100.00 0.00 0.0000