Statistik Asas
Nilai Portfolio $ 165,325
Kedudukan Semasa 78
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Cloud Capital Management, LLC telah mendedahkan 78 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 165,325 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Cloud Capital Management, LLC ialah Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) , Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF (US:SCHO) , Apple Inc. (US:AAPL) , Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (US:DFAX) , and Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) . Kedudukan baharu Cloud Capital Management, LLC termasuk Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF (US:SPYD) , .

Cloud Capital Management, 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 %
0.05 0.01 6.3427 3.8808
0.06 0.01 3.5790 2.6183
0.01 0.01 4.2891 1.9849
0.06 0.00 1.2503 0.6574
0.16 0.01 3.0782 0.5013
0.04 0.00 0.6654 0.4680
0.05 0.00 0.8674 0.4484
0.00 0.00 0.5250 0.3440
0.01 0.00 0.3115 0.3115
0.01 0.00 0.3756 0.2720
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 %
0.64 0.02 14.2259 -1.8849
0.55 0.01 8.1397 -1.8062
0.16 0.01 4.8837 -0.8160
0.28 0.01 5.0918 -0.6640
0.17 0.00 2.6790 -0.5448
0.18 0.00 2.6850 -0.5011
0.07 0.00 2.9578 -0.2950
0.03 0.00 0.8698 -0.2649
0.03 0.00 1.8539 -0.2592
0.00 0.00 1.4753 -0.2552
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-06 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
(%)
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.64 -6.59 0.02 4.55 14.2259 -1.8849
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.55 -3.85 0.01 -7.14 8.1397 -1.8062
AAPL / Apple Inc. 0.05 230.32 0.01 233.33 6.3427 3.8808
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.28 -8.09 0.01 0.00 5.0918 -0.6640
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.16 -0.14 0.01 0.00 4.8837 -0.8160
MSFT / Microsoft Corporation 0.01 57.27 0.01 133.33 4.2891 1.9849
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.06 292.46 0.01 400.00 3.5790 2.6183
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.16 25.05 0.01 66.67 3.0782 0.5013
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.07 -4.05 0.00 0.00 2.9578 -0.2950
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 0.18 -1.66 0.00 0.00 2.6850 -0.5011
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.17 -1.90 0.00 0.00 2.6790 -0.5448
GOOG / Alphabet Inc. 0.02 1.40 0.00 33.33 2.6348 0.1993
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.05 -0.46 0.00 0.00 2.1074 -0.1365
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.03 -2.24 0.00 50.00 1.8539 -0.2592
AMZN / Amazon.com, Inc. 0.01 7.42 0.00 50.00 1.8364 0.0321
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 10.98 0.00 0.00 1.7269 -0.0540
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 4.95 0.00 0.00 1.6289 -0.1811
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.04 32.30 0.00 100.00 1.5140 0.2671
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.03 8.16 0.00 0.00 1.4964 0.0188
QQQ / Invesco QQQ Trust, Series 1 0.00 -16.79 0.00 0.00 1.4753 -0.2552
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 4.30 0.00 0.00 1.4462 0.0041
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.08 16.35 0.00 100.00 1.3900 0.1559
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.06 124.06 0.00 1.2503 0.6574
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.04 1.38 0.00 0.00 1.1626 -0.0588
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.02 24.49 0.00 0.00 0.9279 0.1766
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.03 -12.49 0.00 0.00 0.8698 -0.2649
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.05 101.93 0.00 0.8674 0.4484
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 1.87 0.00 0.00 0.7754 -0.0156
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.04 275.84 0.00 0.6654 0.4680
V / Visa Inc. 0.00 7.77 0.00 0.6170 -0.0718
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.02 0.19 0.00 0.5740 0.0124
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0.01 -14.32 0.00 0.5468 -0.1597
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.00 104.67 0.00 0.5250 0.3440
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 0.01 0.00 0.00 0.5160 -0.0308
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.02 10.41 0.00 0.4996 -0.0258
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 -3.25 0.00 0.4530 -0.0745
AVDS / American Century ETF Trust - Avantis International Small Cap Equity ETF 0.01 -6.57 0.00 0.4488 -0.0355
TSLA / Tesla, Inc. 0.00 23.67 0.00 0.3835 0.0782
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.01 280.35 0.00 0.3756 0.2720
ALLT / Allot Ltd. 0.08 -4.17 0.00 0.3502 0.0293
AVNM / American Century ETF Trust - Avantis All International Markets Equity ETF 0.01 83.69 0.00 0.3321 0.1446
GLD / SPDR Gold Trust 0.00 16.14 0.00 0.3260 0.0207
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.01 138.04 0.00 0.3163 0.1814
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 5.95 0.00 0.3145 -0.0007
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.01 0.00 0.3115 0.3115
ARES / Ares Management Corporation 0.00 0.12 0.00 0.2897 0.0256
COST / Costco Wholesale Corporation 0.00 3.05 0.00 0.2728 -0.0347
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.00 0.00 0.2716 0.0117
PANW / Palo Alto Networks, Inc. 0.00 88.86 0.00 0.2698 0.1029
GOOGL / Alphabet Inc. 0.00 26.10 0.00 0.2492 0.0653
META / Meta Platforms, Inc. 0.00 28.19 0.00 0.2456 0.0787
DHR / Danaher Corporation 0.00 1.48 0.00 0.2456 -0.0498
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 0.00 -21.12 0.00 0.2450 -0.0760
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF 0.01 21.34 0.00 0.2365 0.0370
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.01 19.89 0.00 0.2286 0.0312
AVEE / American Century ETF Trust - Avantis Emerging Markets Small Cap Equity ETF 0.01 23.89 0.00 0.2280 0.0406
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.01 351.76 0.00 0.2196 0.1635
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 0.00 0.00 0.2196 0.0094
ORCL / Oracle Corporation 0.00 35.48 0.00 0.2020 0.1055
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 2.28 0.00 0.2008 0.0403
PM / Philip Morris International Inc. 0.00 137.42 0.00 0.1905 0.0982
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.08 0.00 0.1839 -0.0142
SBUX / Starbucks Corporation 0.00 5.43 0.00 0.1803 -0.0385
HIG / The Hartford Insurance Group, Inc. 0.00 -1.64 0.00 0.1736 -0.0302
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF 0.00 0.00 0.00 0.1736 -0.0274
SE / Sea Limited - Depositary Receipt (Common Stock) 0.00 1.17 0.00 0.1724 0.0055
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.01 -41.15 0.00 0.1718 -0.1548
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF 0.01 0.00 0.00 0.1700 -0.0061
JPM / JPMorgan Chase & Co. 0.00 78.46 0.00 0.1651 0.0750
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 0.77 0.00 0.1609 -0.0330
AVGO / Broadcom Inc. 0.00 149.44 0.00 0.1597 0.1178
DLR / Digital Realty Trust, Inc. 0.00 0.73 0.00 0.1579 0.0052
SPOT / Spotify Technology S.A. 0.00 4.81 0.00 0.1561 0.0105
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.01 0.00 0.1494 0.1494
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 0.01 5.41 0.00 0.1367 0.0011
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.00 0.1258 -0.0127
NFLX / Netflix, Inc. 0.00 18.12 0.00 0.1246 0.0266
JNJ / Johnson & Johnson 0.00 25.34 0.00 0.1234 0.0119
KVUE / Kenvue Inc. 0.00 -100.00 0.00 0.0000
KMB / Kimberly-Clark Corporation 0.00 -100.00 0.00 0.0000
BX / Blackstone Inc. 0.00 -100.00 0.00 0.0000
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF 0.00 -100.00 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 0.00 0.0000
IBIT / iShares Bitcoin Trust ETF 0.00 -100.00 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 -100.00 0.00 0.0000
ABT / Abbott Laboratories 0.00 -100.00 0.00 0.0000
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -100.00 0.00 0.0000
TSCO / Tractor Supply Company 0.00 -100.00 0.00 0.0000
ZM / Zoom Communications Inc. 0.00 -100.00 0.00 0.0000
KMI / Kinder Morgan, Inc. 0.00 -100.00 0.00 0.0000
PYPL / PayPal Holdings, Inc. 0.00 -100.00 0.00 0.0000
PCAR / PACCAR Inc 0.00 -100.00 0.00 0.0000
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 -100.00 0.00 0.0000
LLY / Eli Lilly and Company 0.00 -100.00 0.00 0.0000
USFD / US Foods Holding Corp. 0.00 -100.00 0.00 0.0000
CPRT / Copart, Inc. 0.00 -100.00 0.00 0.0000
TTWO / Take-Two Interactive Software, Inc. 0.00 -100.00 0.00 0.0000
BAC / Bank of America Corporation 0.00 -100.00 0.00 0.0000
CRWD / CrowdStrike Holdings, Inc. 0.00 -100.00 0.00 0.0000
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -100.00 0.00 0.0000
EIS / iShares, Inc. - iShares MSCI Israel ETF 0.00 -100.00 0.00 0.0000
TSPY / ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000
EMR / Emerson Electric Co. 0.00 -100.00 0.00 0.0000
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 -100.00 0.00 0.0000
SGC / Superior Group of Companies, Inc. 0.00 -100.00 0.00 0.0000
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -100.00 0.00 0.0000
XOM / Exxon Mobil Corporation 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
BA / The Boeing Company 0.00 -100.00 0.00 0.0000
UMH / UMH Properties, Inc. 0.00 -100.00 0.00 0.0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 -100.00 0.00 0.0000
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -100.00 0.00 0.0000
WM / Waste Management, Inc. 0.00 -100.00 0.00 0.0000
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
FITB / Fifth Third Bancorp 0.00 -100.00 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 0.00 0.0000
MET / MetLife, Inc. 0.00 -100.00 0.00 0.0000
ABBV / AbbVie Inc. 0.00 -100.00 0.00 0.0000
HUBS / HubSpot, Inc. 0.00 -100.00 0.00 0.0000
BNED / Barnes & Noble Education, Inc. 0.00 -100.00 0.00 0.0000
CL / Colgate-Palmolive Company 0.00 -100.00 0.00 0.0000
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF 0.00 -100.00 0.00 0.0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
MU / Micron Technology, Inc. 0.00 -100.00 0.00 0.0000
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 0.00 -100.00 0.00 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -100.00 0.00 0.0000
CME / CME Group Inc. 0.00 -100.00 0.00 0.0000
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
EBAY / eBay Inc. 0.00 -100.00 0.00 0.0000
HWM / Howmet Aerospace Inc. 0.00 -100.00 0.00 0.0000
FIS / Fidelity National Information Services, Inc. 0.00 -100.00 0.00 0.0000
MMM / 3M Company 0.00 -100.00 0.00 0.0000
TEM / Tempus AI, Inc. 0.00 -100.00 0.00 0.0000
APLE / Apple Hospitality REIT, Inc. 0.00 -100.00 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 0.00 0.0000
UBER / Uber Technologies, Inc. 0.00 -100.00 0.00 0.0000
TJX / The TJX Companies, Inc. 0.00 -100.00 0.00 0.0000
CVX / Chevron Corporation 0.00 -100.00 0.00 0.0000
GTLB / GitLab Inc. 0.00 -100.00 0.00 0.0000
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -100.00 0.00 0.0000
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 0.00 0.0000
VRT / Vertiv Holdings Co 0.00 -100.00 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 -100.00 0.00 0.0000
T / AT&T Inc. 0.00 -100.00 0.00 0.0000
MELI / MercadoLibre, Inc. 0.00 -100.00 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 -100.00 0.00 0.0000
PSX / Phillips 66 0.00 -100.00 0.00 0.0000
F / Ford Motor Company 0.00 -100.00 0.00 0.0000
MDB / MongoDB, Inc. 0.00 -100.00 0.00 0.0000
NSC / Norfolk Southern Corporation 0.00 -100.00 0.00 0.0000
TTD / The Trade Desk, Inc. 0.00 -100.00 0.00 0.0000 -0.0192
MS / Morgan Stanley 0.00 -100.00 0.00 0.0000
FXI / iShares Trust - iShares China Large-Cap ETF 0.00 -100.00 0.00 0.0000
CRM / Salesforce, Inc. 0.00 -100.00 0.00 0.0000
SPY / SPDR S&P 500 ETF 0.00 -100.00 0.00 0.0000
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 -100.00 0.00 0.0000
TWLO / Twilio Inc. 0.00 -100.00 0.00 0.0000
DDOG / Datadog, Inc. 0.00 -100.00 0.00 0.0000
RACE / Ferrari N.V. 0.00 -100.00 0.00 0.0000
IAU / iShares Gold Trust 0.00 -100.00 0.00 0.0000
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF 0.00 -100.00 0.00 0.0000
WDC / Western Digital Corporation 0.00 -100.00 0.00 0.0000
LULU / lululemon athletica inc. 0.00 -100.00 0.00 0.0000
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 0.00 0.0000
EIX / Edison International 0.00 -100.00 0.00 0.0000
SO / The Southern Company 0.00 -100.00 0.00 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -100.00 0.00 0.0000
PGR / The Progressive Corporation 0.00 -100.00 0.00 0.0000
WMT / Walmart Inc. 0.00 -100.00 0.00 0.0000
NXPI / NXP Semiconductors N.V. 0.00 -100.00 0.00 0.0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -100.00 0.00 0.0000
LNG / Cheniere Energy, Inc. 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
APH / Amphenol Corporation 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
GT / The Goodyear Tire & Rubber Company 0.00 -100.00 0.00 0.0000
NU / Nu Holdings Ltd. 0.00 -100.00 0.00 0.0000
MNDY / monday.com Ltd. 0.00 -100.00 0.00 0.0000 -0.0667
LIN / Linde plc 0.00 -100.00 0.00 0.0000
ANET / Arista Networks Inc 0.00 -100.00 0.00 0.0000
SPGI / S&P Global Inc. 0.00 -100.00 0.00 0.0000
KNF / Knife River Corporation 0.00 -100.00 0.00 0.0000
INDA / iShares Trust - iShares MSCI India ETF 0.00 -100.00 0.00 0.0000
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 -100.00 0.00 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 0.00 0.0000
VTR / Ventas, Inc. 0.00 -100.00 0.00 0.0000
VEEV / Veeva Systems Inc. 0.00 -100.00 0.00 0.0000
ACGL / Arch Capital Group Ltd. 0.00 -100.00 0.00 0.0000
OHI / Omega Healthcare Investors, Inc. 0.00 -100.00 0.00 0.0000
INTC / Intel Corporation 0.00 -100.00 0.00 0.0000
RDDT / Reddit, Inc. 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
NBTB / NBT Bancorp Inc. 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
CAT / Caterpillar Inc. 0.00 -100.00 0.00 0.0000
TEAM / Atlassian Corporation 0.00 -100.00 0.00 0.0000
MA / Mastercard Incorporated 0.00 -100.00 0.00 0.0000
NOW / ServiceNow, Inc. 0.00 -100.00 0.00 0.0000
GOLD / Barrick Mining Corporation 0.00 -100.00 0.00 0.0000
LEN / Lennar Corporation 0.00 -100.00 0.00 0.0000
CNQ / Canadian Natural Resources Limited 0.00 -100.00 0.00 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
ADP / Automatic Data Processing, Inc. 0.00 -100.00 0.00 0.0000
WDAY / Workday, Inc. 0.00 -100.00 0.00 0.0000
AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF 0.00 -100.00 0.00 0.0000
ALGM / Allegro MicroSystems, Inc. 0.00 -100.00 0.00 0.0000
PIPR / Piper Sandler Companies 0.00 -100.00 0.00 0.0000
ESTC / Elastic N.V. 0.00 -100.00 0.00 0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 -100.00 0.00 0.0000
EOG / EOG Resources, Inc. 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
CFLT / Confluent, Inc. 0.00 -100.00 0.00 0.0000
SBAC / SBA Communications Corporation 0.00 -100.00 0.00 0.0000
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 -100.00 0.00 0.0000
WY / Weyerhaeuser Company 0.00 -100.00 0.00 0.0000
WCN / Waste Connections, Inc. 0.00 -100.00 0.00 0.0000
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.00 -100.00 0.00 0.0000
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.00 -100.00 0.00 0.0000
AWK / American Water Works Company, Inc. 0.00 -100.00 0.00 0.0000
CPKC N / Canadian Pacific Kansas City Limited 0.00 -100.00 0.00 0.0000
VLTO / Veralto Corporation 0.00 -100.00 0.00 0.0000
PENN / PENN Entertainment, Inc. 0.00 -100.00 0.00 0.0000
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 -100.00 0.00 0.0000
VICR / Vicor Corporation 0.00 -100.00 0.00 0.0000
CAR / Avis Budget Group, Inc. 0.00 -100.00 0.00 0.0000
GWRE / Guidewire Software, Inc. 0.00 -100.00 0.00 0.0000
ICLR / ICON Public Limited Company 0.00 -100.00 0.00 0.0000
CIEN / Ciena Corporation 0.00 -100.00 0.00 0.0000
AGYS / Agilysys, Inc. 0.00 -100.00 0.00 0.0000
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF 0.00 -100.00 0.00 0.0000
FFWM / First Foundation Inc. 0.00 -100.00 0.00 0.0000
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.00 -100.00 0.00 0.0000
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -100.00 0.00 0.0000
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.00 -100.00 0.00 0.0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -100.00 0.00 0.0000
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF 0.00 -100.00 0.00 0.0000
VALU / Value Line, Inc. 0.00 -100.00 0.00 0.0000
FLL / Full House Resorts, Inc. 0.00 -100.00 0.00 0.0000
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 -100.00 0.00 0.0000
PCOR / Procore Technologies, Inc. 0.00 -100.00 0.00 0.0000
SHOP / Shopify Inc. 0.00 -100.00 0.00 0.0000
SNPS / Synopsys, Inc. 0.00 -100.00 0.00 0.0000
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF 0.00 -100.00 0.00 0.0000
STE / STERIS plc 0.00 -100.00 0.00 0.0000
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 -100.00 0.00 0.0000
ETN / Eaton Corporation plc 0.00 -100.00 0.00 0.0000
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.00 -100.00 0.00 0.0000
AON / Aon plc 0.00 -100.00 0.00 0.0000
NET / Cloudflare, Inc. 0.00 -100.00 0.00 0.0000
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000 -0.0944
RTX / RTX Corporation 0.00 -100.00 0.00 0.0000
AMD / Advanced Micro Devices, Inc. 0.00 -100.00 0.00 0.0000
DTE / DTE Energy Company 0.00 -100.00 0.00 0.0000
ICE / Intercontinental Exchange, Inc. 0.00 -100.00 0.00 0.0000
COR / Cencora, Inc. 0.00 -100.00 0.00 0.0000
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -100.00 0.00 0.0000
CRDO / Credo Technology Group Holding Ltd 0.00 -100.00 0.00 0.0000
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 0.00 0.0000
UBS / UBS Group AG 0.00 -100.00 0.00 0.0000
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF 0.00 -100.00 0.00 0.0000
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
KKR / KKR & Co. Inc. 0.00 -100.00 0.00 0.0000
NEM / Newmont Corporation 0.00 -100.00 0.00 0.0000
HD / The Home Depot, Inc. 0.00 -100.00 0.00 0.0000
ONTO / Onto Innovation Inc. 0.00 -100.00 0.00 0.0000 -0.0142
COKE / Coca-Cola Consolidated, Inc. 0.00 -100.00 0.00 0.0000
TXN / Texas Instruments Incorporated 0.00 -100.00 0.00 0.0000
DIS / The Walt Disney Company 0.00 -100.00 0.00 0.0000
INTU / Intuit Inc. 0.00 -100.00 0.00 0.0000
CPNG / Coupang, Inc. 0.00 -100.00 0.00 0.0000
SNOW / Snowflake Inc. 0.00 -100.00 0.00 0.0000
COP / ConocoPhillips 0.00 -100.00 0.00 0.0000
CMG / Chipotle Mexican Grill, Inc. 0.00 -100.00 0.00 0.0000
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -100.00 0.00 0.0000
BKNG / Booking Holdings Inc. 0.00 -100.00 0.00 0.0000
LRCX / Lam Research Corporation 0.00 -100.00 0.00 0.0000
HOOD / Robinhood Markets, Inc. 0.00 -100.00 0.00 0.0000