Statistik Asas
Nilai Portfolio $ 930,233,384
Kedudukan Semasa 282
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Caliber Wealth Management, LLC / KS telah mendedahkan 282 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 930,233,384 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Caliber Wealth Management, LLC / KS ialah iShares Trust - iShares Core S&P 500 ETF (US:IVV) , Microsoft Corporation (US:MSFT) , American Century ETF Trust - Avantis U.S. Equity ETF (US:AVUS) , Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , and iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) . Kedudukan baharu Caliber Wealth Management, LLC / KS termasuk Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March (US:ZMAR) , Dimensional ETF Trust - Dimensional International Value ETF (US:DFIV) , Cummins Inc. (US:CMI) , Amphenol Corporation (US:APH) , and GE Vernova Inc. (US:GEV) .

Caliber Wealth Management, LLC / KS - 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 %
0.08 32.57 3.5012 3.0511
0.80 21.10 2.2684 2.2684
0.25 25.01 2.6882 1.2718
0.16 17.43 1.8741 1.1961
0.20 8.71 0.9366 0.9366
0.10 50.16 5.3925 0.4616
0.01 2.26 0.2433 0.2433
0.01 2.55 0.2738 0.2419
0.02 2.03 0.2187 0.2187
0.03 8.21 0.8830 0.2026
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 %
0.12 36.57 3.9311 -1.0468
0.06 12.99 1.3963 -0.3942
0.35 11.38 1.2231 -0.3726
0.02 11.11 1.1946 -0.3586
0.05 13.05 1.4026 -0.3465
0.13 9.32 1.0024 -0.3415
0.13 10.41 1.1191 -0.3354
0.01 0.65 0.0704 -0.3065
0.28 20.56 2.2107 -0.2422
0.12 6.02 0.6474 -0.2415
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-30 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 0.15 17.02 96.03 29.31 10.3233 0.1891
MSFT / Microsoft Corporation 0.10 4.77 50.16 38.82 5.3925 0.4616
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.46 14.24 46.41 24.67 4.9886 -0.0907
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.12 -9.35 36.57 0.24 3.9311 -1.0468
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.08 739.91 32.57 887.81 3.5012 3.0511
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.25 140.24 25.01 140.93 2.6882 1.2718
ZMAR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr March 0.80 21.10 2.2684 2.2684
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.33 12.07 20.64 19.11 2.2189 -0.1458
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.28 2.44 20.56 14.41 2.2107 -0.2422
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.04 15.41 20.13 27.56 2.1637 0.0106
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.16 235.70 17.43 250.91 1.8741 1.1961
QQQ / Invesco QQQ Trust, Series 1 0.03 -1.18 16.20 16.26 1.7419 -0.1601
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.18 6.63 14.91 17.67 1.6030 -0.1263
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.20 14.45 13.83 30.37 1.4864 0.0391
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.05 -5.93 13.05 1.79 1.4026 -0.3465
AAPL / Apple Inc. 0.06 7.18 12.99 -1.01 1.3963 -0.3942
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.05 -2.99 11.76 18.98 1.2637 -0.0846
SLV / iShares Silver Trust 0.35 -8.10 11.38 -2.70 1.2231 -0.3726
SPY / SPDR S&P 500 ETF 0.02 -11.61 11.11 -2.37 1.1946 -0.3586
WMT / Walmart Inc. 0.11 4.13 10.77 15.99 1.1581 -0.1095
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.13 -5.63 10.41 -2.34 1.1191 -0.3354
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.13 -5.55 9.32 -5.32 1.0024 -0.3415
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.10 12.51 8.82 17.58 0.9485 -0.0755
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.20 8.71 0.9366 0.9366
AVGO / Broadcom Inc. 0.03 0.06 8.21 64.75 0.8830 0.2026
JPM / JPMorgan Chase & Co. 0.03 1.06 7.81 19.45 0.8392 -0.0527
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF 0.15 18.17 7.48 18.23 0.8039 -0.0591
MUB / iShares Trust - iShares National Muni Bond ETF 0.07 1.95 7.17 1.03 0.7709 -0.1977
AMZN / Amazon.com, Inc. 0.03 6.37 7.07 22.67 0.7597 -0.0265
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.15 -5.09 6.65 -4.86 0.7149 -0.2389
GOOG / Alphabet Inc. 0.04 0.51 6.33 14.14 0.6802 -0.0764
HD / The Home Depot, Inc. 0.02 9.71 6.20 9.76 0.6665 -0.1043
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.12 -6.44 6.02 -7.55 0.6474 -0.2415
IVE / iShares Trust - iShares S&P 500 Value ETF 0.03 11.45 5.84 14.27 0.6275 -0.0695
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.05 1.67 4.98 1.90 0.5358 -0.1316
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.12 -6.40 4.95 4.10 0.5325 -0.1169
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 3.11 4.83 21.90 0.5189 -0.0214
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.18 -1.33 4.78 -6.48 0.5134 -0.1835
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.06 13.67 4.67 29.22 0.5025 0.0088
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.09 0.25 4.64 0.70 0.4985 -0.1299
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.06 2.88 4.48 14.46 0.4817 -0.0525
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.04 7.47 4.37 7.47 0.4699 -0.0851
URI / United Rentals, Inc. 0.01 -2.60 4.21 17.11 0.4526 -0.0380
ETN / Eaton Corporation plc 0.01 9.69 4.13 44.07 0.4443 0.0528
JCI / Johnson Controls International plc 0.04 -3.79 4.13 26.83 0.4443 -0.0003
GOOGL / Alphabet Inc. 0.02 6.12 4.12 20.95 0.4425 -0.0220
MPC / Marathon Petroleum Corporation 0.02 6.25 4.05 21.16 0.4359 -0.0209
GLD / SPDR Gold Trust 0.01 -4.94 3.78 0.56 0.4066 -0.1066
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.06 10.55 3.76 22.94 0.4045 -0.0131
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.06 -14.05 3.75 -4.77 0.4036 -0.1343
BRK.B / Berkshire Hathaway Inc. 0.01 15.59 3.44 5.42 0.3698 -0.0755
ADI / Analog Devices, Inc. 0.01 12.29 3.39 32.54 0.3640 0.0153
DRI / Darden Restaurants, Inc. 0.02 -11.49 3.39 -7.13 0.3639 -0.1336
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.02 2.13 3.38 5.42 0.3638 -0.0743
APD / Air Products and Chemicals, Inc. 0.01 0.12 3.38 -4.25 0.3636 -0.1184
TMUS / T-Mobile US, Inc. 0.01 -0.95 3.33 -11.52 0.3584 -0.1557
CME / CME Group Inc. 0.01 -15.17 3.31 -11.89 0.3563 -0.1569
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.02 -4.84 3.30 12.62 0.3551 -0.0451
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 0.07 -1.27 3.28 -1.15 0.3521 -0.1001
UNH / UnitedHealth Group Incorporated 0.01 43.65 3.23 -14.43 0.3475 -0.1680
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF 0.04 -1.75 3.14 10.34 0.3371 -0.0507
JNJ / Johnson & Johnson 0.02 -0.74 3.13 -8.58 0.3370 -0.1309
VZ / Verizon Communications Inc. 0.07 -3.21 3.13 -7.69 0.3370 -0.1263
HCA / HCA Healthcare, Inc. 0.01 6.26 3.13 17.78 0.3369 -0.0261
CB / Chubb Limited 0.01 -7.30 3.13 -11.07 0.3359 -0.1436
MSI / Motorola Solutions, Inc. 0.01 -0.68 3.12 -4.61 0.3359 -0.1111
META / Meta Platforms, Inc. 0.00 -1.65 3.09 25.97 0.3316 -0.0026
UNP / Union Pacific Corporation 0.01 1.86 3.08 -0.81 0.3312 -0.0926
FIS / Fidelity National Information Services, Inc. 0.04 5.76 3.04 15.29 0.3268 -0.0330
CMCSA / Comcast Corporation 0.08 5.47 2.97 2.03 0.3195 -0.0781
NVDA / NVIDIA Corporation 0.02 53.58 2.95 123.98 0.3174 0.1374
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 0.07 -10.02 2.88 -6.08 0.3091 -0.1087
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.03 -1.47 2.87 1.02 0.3085 -0.0791
BBY / Best Buy Co., Inc. 0.04 28.08 2.87 16.82 0.3084 -0.0268
MDT / Medtronic plc 0.03 -1.52 2.86 -4.48 0.3070 -0.1009
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.02 36.20 2.84 27.36 0.3048 0.0009
DVN / Devon Energy Corporation 0.08 8.83 2.68 -7.43 0.2880 -0.1070
NEE / NextEra Energy, Inc. 0.04 9.20 2.62 6.90 0.2815 -0.0527
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.03 -0.82 2.56 0.16 0.2751 -0.0735
ABBV / AbbVie Inc. 0.01 1,130.76 2.55 993.13 0.2738 0.2419
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.03 -12.23 2.54 -5.12 0.2728 -0.0922
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 -6.59 2.52 11.04 0.2714 -0.0388
PEG / Public Service Enterprise Group Incorporated 0.03 3.75 2.52 6.14 0.2713 -0.0532
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -7.60 2.41 -1.87 0.2593 -0.0761
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.02 -0.59 2.30 22.35 0.2472 -0.0093
V / Visa Inc. 0.01 -8.41 2.27 -7.23 0.2443 -0.0899
CMI / Cummins Inc. 0.01 2.26 0.2433 0.2433
MELI / MercadoLibre, Inc. 0.00 -6.06 2.23 25.83 0.2394 -0.0021
XOM / Exxon Mobil Corporation 0.02 8.97 2.21 -1.21 0.2379 -0.0679
APH / Amphenol Corporation 0.02 2.03 0.2187 0.2187
TJX / The TJX Companies, Inc. 0.02 -4.78 2.01 -3.46 0.2157 -0.0679
AMD / Advanced Micro Devices, Inc. 0.01 21.32 2.00 67.59 0.2146 0.0520
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.05 -11.28 1.99 -7.29 0.2135 -0.0788
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF 0.01 -22.23 1.97 -21.98 0.2123 -0.1331
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF 0.03 -0.24 1.94 2.16 0.2086 -0.0506
BBDC / Barings BDC, Inc. 0.21 -12.66 1.92 -16.35 0.2069 -0.1070
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 -0.34 1.86 10.30 0.2004 -0.0302
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -25.57 1.86 -19.49 0.1994 -0.1150
TT / Trane Technologies plc 0.00 -7.24 1.84 20.46 0.1975 -0.0106
CRM / Salesforce, Inc. 0.01 -4.46 1.83 -2.92 0.1964 -0.0604
ALL / The Allstate Corporation 0.01 -2.58 1.81 -5.32 0.1951 -0.0664
SPGI / S&P Global Inc. 0.00 0.65 1.80 4.48 0.1930 -0.0415
FI / Fiserv, Inc. 0.01 7.80 1.79 -15.83 0.1921 -0.0976
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.05 -4.07 1.79 4.20 0.1920 -0.0419
GEV / GE Vernova Inc. 0.00 1.76 0.1891 0.1891
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 0.05 -14.33 1.76 -2.55 0.1889 -0.0571
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.02 -0.28 1.74 5.83 0.1875 -0.0374
STE / STERIS plc 0.01 -2.68 1.74 3.15 0.1869 -0.0431
CMG / Chipotle Mexican Grill, Inc. 0.03 16.43 1.73 30.23 0.1863 0.0047
NXPI / NXP Semiconductors N.V. 0.01 11.84 1.73 28.58 0.1862 0.0023
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 -9.30 1.72 0.64 0.1849 -0.0483
MAS / Masco Corporation 0.03 -2.10 1.71 -9.37 0.1841 -0.0738
DXCM / DexCom, Inc. 0.02 -8.78 1.67 16.56 0.1794 -0.0159
IQV / IQVIA Holdings Inc. 0.01 47.17 1.65 31.50 0.1778 0.0062
FANG / Diamondback Energy, Inc. 0.01 18.56 1.62 1.88 0.1746 -0.0429
EW / Edwards Lifesciences Corporation 0.02 -12.00 1.61 -5.07 0.1732 -0.0583
SNPS / Synopsys, Inc. 0.00 141.88 1.58 189.56 0.1700 0.0954
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.03 74.06 1.58 94.46 0.1698 0.0589
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.02 -14.16 1.56 -8.51 0.1675 -0.0649
CDNS / Cadence Design Systems, Inc. 0.00 105.48 1.54 148.95 0.1651 0.0809
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 30.68 1.52 39.83 0.1635 0.0150
DIS / The Walt Disney Company 0.01 16.69 1.48 46.63 0.1589 0.0213
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.02 43.21 1.46 54.17 0.1571 0.0278
IYG / iShares Trust - iShares U.S. Financial Services ETF 0.02 -0.25 1.41 8.70 0.1518 -0.0255
ORCL / Oracle Corporation 0.01 51.30 1.38 136.64 0.1486 0.0689
ILCV / iShares Trust - iShares Morningstar Value ETF 0.02 0.01 1.37 2.38 0.1477 -0.0354
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.01 15.17 1.36 28.92 0.1467 0.0023
IXN / iShares Trust - iShares Global Tech ETF 0.01 -2.63 1.31 18.64 0.1410 -0.0098
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF 0.05 -4.80 1.30 -6.28 0.1397 -0.0495
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 20.51 1.26 42.95 0.1353 0.0151
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 1.24 0.1338 0.1338
AEM / Agnico Eagle Mines Limited 0.01 -33.51 1.23 -27.08 0.1318 -0.0975
RTX / RTX Corporation 0.01 17.85 1.20 30.02 0.1294 0.0030
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 -12.36 1.17 -13.78 0.1259 -0.0595
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.02 -16.33 1.11 -15.10 0.1191 -0.0591
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 8.26 1.09 8.98 0.1175 -0.0193
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.03 18.61 1.07 20.81 0.1149 -0.0058
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.02 26.28 1.03 26.60 0.1106 -0.0002
KRP / Kimbell Royalty Partners, LP - Limited Partnership 0.07 -11.56 1.02 -11.81 0.1100 -0.0483
ADP / Automatic Data Processing, Inc. 0.00 2.53 0.96 3.45 0.1033 -0.0234
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 -38.26 0.93 -31.74 0.0997 -0.0857
PINS / Pinterest, Inc. 0.03 -6.52 0.90 8.17 0.0968 -0.0168
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF 0.02 0.85 0.0910 0.0910
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.02 0.84 0.0904 0.0904
BAC / Bank of America Corporation 0.02 10.63 0.84 25.34 0.0900 -0.0011
UMBF / UMB Financial Corporation 0.01 0.31 0.81 4.36 0.0875 -0.0190
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF 0.01 0.29 0.80 10.07 0.0858 -0.0132
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.02 -19.58 0.80 -15.41 0.0856 -0.0429
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.02 -8.30 0.76 -8.20 0.0819 -0.0314
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -28.86 0.73 -24.01 0.0784 -0.0525
BSX / Boston Scientific Corporation 0.01 -1.13 0.72 5.39 0.0777 -0.0160
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.03 -4.15 0.72 -5.74 0.0776 -0.0270
SHOP / Shopify Inc. 0.01 39.11 0.72 66.05 0.0774 0.0182
MCD / McDonald's Corporation 0.00 19.89 0.72 12.19 0.0772 -0.0102
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 18.57 0.71 25.09 0.0761 -0.0011
TSLA / Tesla, Inc. 0.00 -9.50 0.70 11.00 0.0749 -0.0108
LLY / Eli Lilly and Company 0.00 23.90 0.68 16.98 0.0734 -0.0063
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.01 27.19 0.68 30.02 0.0732 0.0017
NOW / ServiceNow, Inc. 0.00 -11.64 0.67 14.12 0.0722 -0.0081
IBM / International Business Machines Corporation 0.00 -1.49 0.66 16.96 0.0712 -0.0062
MRK / Merck & Co., Inc. 0.01 -73.12 0.65 -76.31 0.0704 -0.3065
CSCO / Cisco Systems, Inc. 0.01 38.38 0.65 55.71 0.0703 0.0129
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.01 -8.83 0.65 -8.50 0.0695 -0.0269
EVRG / Evergy, Inc. 0.01 45.47 0.65 45.50 0.0695 0.0088
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 -13.84 0.64 -13.22 0.0685 -0.0317
COST / Costco Wholesale Corporation 0.00 68.59 0.64 76.45 0.0685 0.0191
CGNX / Cognex Corporation 0.02 48.43 0.62 57.87 0.0669 0.0131
CBSH / Commerce Bancshares, Inc. 0.01 0.62 0.0664 0.0664
PSLV / Sprott Physical Silver Trust 0.05 0.00 0.60 5.43 0.0648 -0.0132
MAR / Marriott International, Inc. 0.00 0.59 0.60 15.36 0.0647 -0.0065
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.01 0.60 0.0643 0.0643
ORLY / O'Reilly Automotive, Inc. 0.01 0.60 0.0641 0.0641
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 8.67 0.59 14.12 0.0635 -0.0072
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF 0.02 0.57 0.0612 0.0612
MA / Mastercard Incorporated 0.00 15.48 0.57 18.20 0.0608 -0.0044
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF 0.00 0.00 0.55 18.91 0.0588 -0.0039
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -4.15 0.54 11.39 0.0579 -0.0081
CAH / Cardinal Health, Inc. 0.00 -24.28 0.54 -7.73 0.0578 -0.0217
OKE / ONEOK, Inc. 0.01 1.86 0.53 -16.11 0.0566 -0.0291
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 37.43 0.51 69.87 0.0552 0.0139
KO / The Coca-Cola Company 0.01 21.58 0.50 20.10 0.0534 -0.0030
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -1.85 0.49 20.00 0.0530 -0.0030
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -0.58 0.48 11.81 0.0520 -0.0070
CPKC N / Canadian Pacific Kansas City Limited 0.01 0.48 0.0518 0.0518
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF 0.01 0.48 0.0518 0.0518
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.00 -4.28 0.48 -3.43 0.0514 -0.0162
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 66.63 0.46 66.79 0.0498 0.0119
ICE / Intercontinental Exchange, Inc. 0.00 -37.51 0.46 -33.57 0.0496 -0.0451
CMF / iShares Trust - iShares California Muni Bond ETF 0.01 0.46 0.0489 0.0489
FTNT / Fortinet, Inc. 0.00 34.38 0.45 47.40 0.0489 0.0068
TTD / The Trade Desk, Inc. 0.01 23.65 0.45 62.37 0.0488 0.0107
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 -20.91 0.45 -9.24 0.0486 -0.0195
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF 0.01 0.45 0.0484 0.0484
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.01 -0.57 0.45 11.53 0.0479 -0.0067
OEF / iShares Trust - iShares S&P 100 ETF 0.00 0.44 0.0472 0.0472
BUG / Global X Funds - Global X Cybersecurity ETF 0.01 0.00 0.44 14.78 0.0469 -0.0050
UBER / Uber Technologies, Inc. 0.00 -6.68 0.43 19.55 0.0461 -0.0029
SO / The Southern Company 0.00 0.43 0.0458 0.0458
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.00 -2.82 0.42 4.77 0.0449 -0.0095
MRVL / Marvell Technology, Inc. 0.01 -2.89 0.41 22.36 0.0435 -0.0017
MFC / Manulife Financial Corporation 0.01 3.73 0.40 6.37 0.0432 -0.0083
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF 0.01 0.94 0.40 0.76 0.0431 -0.0111
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF 0.02 0.00 0.40 -0.50 0.0428 -0.0118
NFLX / Netflix, Inc. 0.00 23.43 0.40 77.93 0.0425 0.0121
LUV / Southwest Airlines Co. 0.01 44.47 0.39 39.71 0.0416 0.0038
ABT / Abbott Laboratories 0.00 55.75 0.38 60.25 0.0412 0.0084
ZM / Zoom Communications Inc. 0.00 45.19 0.38 54.03 0.0411 0.0071
LHX / L3Harris Technologies, Inc. 0.00 -81.65 0.38 -78.02 0.0403 -0.1925
ANET / Arista Networks Inc 0.00 0.38 0.0403 0.0403
WFC / Wells Fargo & Company 0.00 3.05 0.37 15.12 0.0401 -0.0042
EL / The Estée Lauder Companies Inc. 0.00 -73.02 0.37 -66.97 0.0397 -0.1128
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.02 1.15 0.36 1.11 0.0391 -0.0100
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 0.01 0.36 0.0389 0.0389
BR / Broadridge Financial Solutions, Inc. 0.00 0.34 0.36 0.56 0.0389 -0.0102
EQBK / Equity Bancshares, Inc. 0.01 0.00 0.36 3.74 0.0388 -0.0088
CFFN / Capitol Federal Financial, Inc. 0.06 2.71 0.35 11.86 0.0375 -0.0051
SHW / The Sherwin-Williams Company 0.00 -13.39 0.35 -14.78 0.0372 -0.0183
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 0.01 0.00 0.35 12.34 0.0372 -0.0049
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.01 0.00 0.34 4.27 0.0368 -0.0081
DE / Deere & Company 0.00 0.34 0.0365 0.0365
BMY / Bristol-Myers Squibb Company 0.01 95.71 0.34 48.23 0.0361 0.0052
VERSX / Vanguard Emerging Markets Stock Index Fund 0.01 -1.49 0.33 7.42 0.0359 -0.0064
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 0.33 0.0359 0.0359
JAZZ / Jazz Pharmaceuticals plc 0.00 32.69 0.32 13.48 0.0345 -0.0041
HON / Honeywell International Inc. 0.00 0.32 0.0343 0.0343
KGCRF / Kinross Gold Corporation - Equity Right 0.02 6.68 0.31 32.34 0.0335 0.0013
CAT / Caterpillar Inc. 0.00 0.31 0.0330 0.0330
ARCC / Ares Capital Corporation 0.01 0.62 0.30 -0.33 0.0324 -0.0088
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.01 2.60 0.30 19.60 0.0322 -0.0020
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 0.00 0.30 0.68 0.0321 -0.0083
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.00 -14.71 0.29 -8.15 0.0316 -0.0121
CVX / Chevron Corporation 0.00 7.89 0.29 -7.77 0.0307 -0.0115
KNSL / Kinsale Capital Group, Inc. 0.00 -11.08 0.28 -11.56 0.0305 -0.0133
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 -6.51 0.28 27.40 0.0301 0.0001
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November 0.01 0.00 0.28 6.15 0.0298 -0.0058
MS / Morgan Stanley 0.00 0.05 0.28 20.61 0.0296 -0.0015
BNOV / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - November 0.01 0.00 0.28 8.27 0.0296 -0.0052
CL / Colgate-Palmolive Company 0.00 0.00 0.27 -2.87 0.0292 -0.0090
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.01 0.27 0.0290 0.0290
TGT / Target Corporation 0.00 21.43 0.27 14.53 0.0289 -0.0031
ACN / Accenture plc 0.00 0.27 0.0288 0.0288
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF 0.01 1.05 0.26 -0.75 0.0285 -0.0079
SCHW / The Charles Schwab Corporation 0.00 1.65 0.26 18.47 0.0284 -0.0020
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0.00 0.26 0.0283 0.0283
KMX / CarMax, Inc. 0.00 0.88 0.26 -13.00 0.0281 -0.0129
APP / AppLovin Corporation 0.00 0.26 0.0279 0.0279
PANW / Palo Alto Networks, Inc. 0.00 0.26 0.0276 0.0276
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 0.01 -0.78 0.25 -0.40 0.0272 -0.0074
MBB / iShares Trust - iShares MBS ETF 0.00 -11.03 0.25 -10.75 0.0268 -0.0114
CRWD / CrowdStrike Holdings, Inc. 0.00 0.24 0.0256 0.0256
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 -22.69 0.23 -8.59 0.0252 -0.0097
AMGN / Amgen Inc. 0.00 0.23 0.0251 0.0251
ET / Energy Transfer LP - Limited Partnership 0.01 21.66 0.23 18.97 0.0249 -0.0017
PRMB / Primo Brands Corporation 0.01 0.23 0.0249 0.0249
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.67 0.23 12.68 0.0249 -0.0031
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.01 6.85 0.23 7.94 0.0248 -0.0044
AFL / Aflac Incorporated 0.00 0.23 0.23 -4.96 0.0247 -0.0083
AMAT / Applied Materials, Inc. 0.00 -10.58 0.23 12.81 0.0246 -0.0031
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF 0.00 0.23 0.0246 0.0246
AR / Antero Resources Corporation 0.01 0.22 0.0239 0.0239
BK / The Bank of New York Mellon Corporation 0.00 -3.58 0.22 4.76 0.0238 -0.0050
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.01 -5.37 0.22 -5.19 0.0236 -0.0080
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.22 0.0234 0.0234
HPQ / HP Inc. 0.01 0.21 0.0231 0.0231
NTAP / NetApp, Inc. 0.00 0.21 0.0229 0.0229
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 0.00 0.00 0.21 5.00 0.0226 -0.0047
IDV / iShares Trust - iShares International Select Dividend ETF 0.01 -8.74 0.21 1.46 0.0225 -0.0056
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF 0.01 1.25 0.21 2.96 0.0225 -0.0053
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.00 0.21 0.0224 0.0224
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF 0.00 0.21 0.0222 0.0222
COF / Capital One Financial Corporation 0.00 0.21 0.0222 0.0222
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.01 0.20 0.0220 0.0220
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.01 -0.12 0.20 0.00 0.0219 -0.0059
T / AT&T Inc. 0.01 0.20 0.0216 0.0216
EBAY / eBay Inc. 0.00 0.20 0.0216 0.0216
BTG / B2Gold Corp. 0.05 -7.92 0.17 16.78 0.0180 -0.0016
RFMZ / RiverNorth Flexible Municipal Income Fund II, Inc. 0.01 0.00 0.15 -6.21 0.0163 -0.0057
COMM / CommScope Holding Company, Inc. 0.02 70.09 0.15 167.86 0.0162 0.0084
RGNX / REGENXBIO Inc. 0.02 -8.49 0.13 5.60 0.0142 -0.0030
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock) 0.01 0.00 0.12 9.09 0.0130 -0.0021
IOVA / Iovance Biotherapeutics, Inc. 0.05 -10.23 0.09 -54.01 0.0093 -0.0162
SNDL / SNDL Inc. 0.02 0.00 0.02 -13.64 0.0021 -0.0010
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April 0.00 -100.00 0.00 0.0000
ARDX / Ardelyx, Inc. 0.00 -100.00 0.00 -100.00 -0.0135
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
SLGL / Sol-Gel Technologies Ltd. 0.00 -100.00 0.00 0.0000
CBOE / Cboe Global Markets, Inc. 0.00 -100.00 0.00 0.0000
OGN / Organon & Co. 0.00 -100.00 0.00 0.0000
NRG / NRG Energy, Inc. 0.00 -100.00 0.00 0.0000
RELI / Reliance Global Group, Inc. 0.00 -100.00 0.00 0.0000
BE / Bloom Energy Corporation 0.00 -100.00 0.00 0.0000
CTSH / Cognizant Technology Solutions Corporation 0.00 -100.00 0.00 0.0000
TRMB / Trimble Inc. 0.00 -100.00 0.00 0.0000
DDOG / Datadog, Inc. 0.00 -100.00 0.00 0.0000
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.00 -100.00 0.00 0.0000
RC / Ready Capital Corporation 0.00 -100.00 0.00 0.0000