Statistik Asas
Nilai Portfolio $ 8,077,379,378
Kedudukan Semasa 646
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Modera Wealth Management, LLC telah mendedahkan 646 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 8,077,379,378 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Modera Wealth Management, LLC ialah Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) , Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) , Vanguard Index Funds - Vanguard Value ETF (US:VTV) , and iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) . Kedudukan baharu Modera Wealth Management, LLC termasuk Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bull 3X Shares (US:TYD) , IQVIA Holdings Inc. (US:IQV) , World Gold Trust - SPDR Gold MiniShares Trust (US:GLDM) , Oklo Inc. (US:OKLO) , and PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (US:MINT) .

Modera Wealth Management, LLC - Nilai Portfolio
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 %
1.20 523.99 6.4764 0.5630
0.39 108.67 1.3431 0.4230
0.40 199.43 2.4649 0.3929
0.38 57.07 0.7054 0.2998
1.26 119.34 1.4751 0.2100
1.81 143.65 1.7755 0.2096
0.56 18.40 0.2274 0.2053
1.25 36.72 0.4538 0.1800
1.02 102.45 1.2662 0.1759
0.27 61.70 0.7626 0.1547
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 %
0.86 176.77 2.1848 -0.4038
1.45 158.69 1.9614 -0.3672
1.65 291.81 3.6068 -0.2786
2.46 72.33 0.8940 -0.2243
0.01 4.44 0.0549 -0.1952
2.03 208.67 2.5791 -0.1608
0.10 47.55 0.5877 -0.1289
0.28 62.13 0.7679 -0.1271
1.01 73.68 0.9107 -0.1189
0.95 75.45 0.9325 -0.1059
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
(%)
VUG / Vanguard Index Funds - Vanguard Growth ETF 1.20 1.39 523.99 19.87 6.4764 0.5630
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 5.70 0.36 324.80 12.56 4.0145 0.1111
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 1.55 4.74 316.82 10.50 3.9159 0.0374
VTV / Vanguard Index Funds - Vanguard Value ETF 1.65 -0.70 291.81 1.60 3.6068 -0.2786
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 3.45 -1.51 288.04 8.68 3.5601 -0.0250
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 2.03 3.58 208.67 3.02 2.5791 -0.1608
MSFT / Microsoft Corporation 0.40 -1.74 199.43 30.20 2.4649 0.3929
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5.07 -0.97 181.88 7.58 2.2480 -0.0390
AAPL / Apple Inc. 0.86 0.01 176.77 -7.63 2.1848 -0.4038
IVV / iShares Trust - iShares Core S&P 500 ETF 0.27 3.89 167.37 14.80 2.0687 0.0965
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 1.45 -11.79 158.69 -7.81 1.9614 -0.3672
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 3.47 -1.59 146.93 8.45 1.8160 -0.0167
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 1.81 9.16 143.65 24.09 1.7755 0.2096
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 1.26 24.46 119.34 27.61 1.4751 0.2100
EFV / iShares Trust - iShares MSCI EAFE Value ETF 1.81 -5.27 114.70 2.03 1.4176 -0.1030
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.27 0.72 113.98 18.43 1.4088 0.1068
AVGO / Broadcom Inc. 0.39 -2.96 108.67 59.77 1.3431 0.4230
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 2.52 -1.35 107.81 7.34 1.3325 -0.0261
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 1.02 16.46 102.45 27.11 1.2662 0.1759
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 2.27 -1.55 96.14 1.00 1.1882 -0.0994
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 1.45 6.00 86.91 17.91 1.0759 0.0788
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.45 1.70 86.86 4.98 1.0735 -0.0457
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 1.75 -1.76 86.34 7.36 1.0672 -0.0207
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.85 19.59 84.55 22.05 1.0468 0.1097
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 1.21 5.29 80.82 16.67 0.9990 0.0618
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.72 -1.74 79.38 16.54 0.9811 0.0597
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.95 -2.41 75.45 -1.72 0.9325 -0.1059
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 1.01 -15.38 73.68 -3.19 0.9107 -0.1189
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 2.46 -16.31 72.33 -12.50 0.8940 -0.2243
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.36 3.25 70.65 8.08 0.8732 -0.0111
JPM / JPMorgan Chase & Co. 0.23 -1.14 65.67 16.84 0.8116 0.0514
GOOG / Alphabet Inc. 0.37 0.20 65.18 13.77 0.8070 0.0319
LOW / Lowe's Companies, Inc. 0.28 -1.29 62.13 -6.10 0.7679 -0.1271
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.27 0.62 61.70 37.29 0.7626 0.1547
BLK / BlackRock, Inc. 0.06 -1.09 61.66 9.65 0.7621 0.0014
SPY / SPDR S&P 500 ETF 0.09 1.54 58.39 12.15 0.7217 0.0174
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.38 60.84 57.07 90.36 0.7054 0.2998
CSCO / Cisco Systems, Inc. 0.82 -1.25 56.55 11.02 0.6990 0.0099
AMZN / Amazon.com, Inc. 0.25 2.87 54.35 18.62 0.6729 0.0531
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.18 -2.07 53.92 8.30 0.6665 -0.0071
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.49 -0.36 53.73 17.25 0.6641 0.0442
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.84 -1.65 51.83 4.54 0.6406 -0.0301
EFA / iShares Trust - iShares MSCI EAFE ETF 0.56 -0.74 50.48 8.57 0.6239 -0.0051
BRK.A / Berkshire Hathaway Inc. 0.10 -1.59 47.55 -10.24 0.5877 -0.1289
V / Visa Inc. 0.13 -0.10 47.20 1.21 0.5844 -0.0465
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.79 -2.27 42.89 2.42 0.5301 -0.0364
LLY / Eli Lilly and Company 0.05 -1.06 38.73 -6.62 0.4787 -0.0823
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 1.55 -1.49 37.97 9.03 0.4693 -0.0018
IWM / iShares Trust - iShares Russell 2000 ETF 0.17 -3.35 37.66 4.55 0.4655 -0.0218
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF 1.25 65.71 36.72 81.40 0.4538 0.1800
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.47 -2.02 35.97 -1.03 0.4446 -0.0471
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.55 -3.27 34.85 3.14 0.4308 -0.0264
JNJ / Johnson & Johnson 0.23 -0.94 34.58 -8.76 0.4281 -0.0846
WSM / Williams-Sonoma, Inc. 0.20 -2.70 33.21 0.54 0.4105 -0.0364
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 0.28 -6.71 32.73 -4.29 0.4045 -0.0581
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.64 -6.18 31.38 -7.30 0.3879 -0.0701
HD / The Home Depot, Inc. 0.08 -0.84 30.56 -0.80 0.3784 -0.0384
ADP / Automatic Data Processing, Inc. 0.10 0.86 30.16 1.81 0.3733 -0.0274
AMGN / Amgen Inc. 0.11 -1.38 29.86 -11.61 0.3691 -0.0880
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.40 -2.63 29.82 8.74 0.3685 -0.0024
REET / iShares Trust - iShares Global REIT ETF 1.18 11.80 29.19 13.83 0.3607 0.0139
PNC / The PNC Financial Services Group, Inc. 0.16 -0.27 28.91 5.78 0.3579 -0.0118
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.99 -0.04 28.78 16.61 0.3558 0.0219
EMR / Emerson Electric Co. 0.21 -0.87 27.58 20.56 0.3415 0.0320
MBB / iShares Trust - iShares MBS ETF 0.29 0.81 27.09 0.93 0.3348 -0.0283
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.11 4.69 26.38 11.88 0.3261 0.0071
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.51 -0.33 26.07 1.86 0.3223 -0.0240
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.24 18.93 25.92 19.77 0.3204 0.0276
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.37 1.68 25.24 1.07 0.3120 -0.0259
PG / The Procter & Gamble Company 0.15 -3.39 23.85 -9.68 0.2948 -0.0624
IWB / iShares Trust - iShares Russell 1000 ETF 0.07 -0.12 23.19 10.56 0.2866 0.0029
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.79 -5.78 22.24 0.87 0.2748 -0.0234
MUB / iShares Trust - iShares National Muni Bond ETF 0.21 -12.40 22.22 -13.19 0.2747 -0.0716
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.43 -5.12 21.92 -5.17 0.2710 -0.0418
ORCL / Oracle Corporation 0.10 -0.29 21.88 55.92 0.2709 0.0811
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.14 -3.91 21.87 0.41 0.2703 -0.0243
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.07 -1.82 20.75 6.23 0.2565 -0.0078
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.76 -0.91 20.41 -1.68 0.2522 -0.0285
IPG / The Interpublic Group of Companies, Inc. 0.82 -5.11 20.07 -14.48 0.2481 -0.0694
EA / Electronic Arts Inc. 0.13 -7.25 19.97 2.49 0.2468 -0.0167
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.13 0.85 19.91 47.01 0.2461 0.0629
WMT / Walmart Inc. 0.20 0.66 19.90 12.11 0.2460 0.0058
PEP / PepsiCo, Inc. 0.15 -4.23 19.67 -15.66 0.2432 -0.0724
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.20 -2.94 19.44 -2.66 0.2403 -0.0299
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.66 -0.81 18.98 10.92 0.2346 0.0031
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF 0.56 894.78 18.40 1,024.63 0.2274 0.2053
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.23 0.60 17.86 1.14 0.2207 -0.0181
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.21 -2.52 17.71 -1.14 0.2189 -0.0234
SYK / Stryker Corporation 0.04 0.33 17.68 6.64 0.2185 -0.0058
GOOG / Alphabet Inc. 0.10 2.45 17.51 16.75 0.2164 0.0135
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.06 -3.79 17.26 5.83 0.2133 -0.0073
DOV / Dover Corporation 0.09 -0.61 16.86 3.66 0.2084 -0.0116
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.07 -3.84 15.68 7.40 0.1938 -0.0037
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.03 -0.40 15.53 10.10 0.1922 0.0014
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.21 2.56 15.17 2.81 0.1875 -0.0121
IVE / iShares Trust - iShares S&P 500 Value ETF 0.08 -1.15 15.06 1.36 0.1861 -0.0148
LMT / Lockheed Martin Corporation 0.03 3.10 14.97 6.89 0.1851 -0.0044
ABT / Abbott Laboratories 0.11 0.06 14.82 2.60 0.1835 -0.0119
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.50 -1.65 14.64 10.24 0.1813 0.0016
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 14.58 -8.72 0.1805 -0.0356
ABBV / AbbVie Inc. 0.08 1.45 14.11 -10.12 0.1744 -0.0380
SCHW / The Charles Schwab Corporation 0.15 -1.85 14.08 14.40 0.1741 0.0075
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.16 -0.71 13.85 8.45 0.1712 -0.0016
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.08 -1.09 13.85 1.32 0.1712 -0.0137
SBUX / Starbucks Corporation 0.15 -0.52 13.68 -7.07 0.1691 -0.0301
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.40 -1.29 13.67 9.27 0.1689 -0.0003
ELV / Elevance Health, Inc. 0.03 47.18 13.61 31.62 0.1683 0.0283
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.22 -2.97 13.56 -0.33 0.1678 -0.0162
UPS / United Parcel Service, Inc. 0.13 -9.16 12.68 -16.64 0.1570 -0.0488
KO / The Coca-Cola Company 0.18 -0.58 12.54 -1.79 0.1552 -0.0175
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF 0.50 -0.17 12.53 0.55 0.1549 -0.0137
TGT / Target Corporation 0.13 -5.61 12.48 -10.77 0.1543 -0.0350
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.18 0.69 12.41 14.68 0.1534 0.0070
DIS / The Walt Disney Company 0.10 -4.26 12.36 20.30 0.1528 0.0138
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.14 22.18 11.90 31.82 0.1471 0.0250
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.28 -1.01 11.71 6.52 0.1448 -0.0040
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.08 -6.26 11.33 8.98 0.1400 -0.0006
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 0.20 1.72 11.09 3.73 0.1371 -0.0075
FTNT / Fortinet, Inc. 0.10 4.46 10.93 14.73 0.1354 0.0064
ICE / Intercontinental Exchange, Inc. 0.06 -5.53 10.61 0.48 0.1314 -0.0115
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.26 52.74 10.58 69.86 0.1308 0.0465
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.12 -0.56 10.51 -2.19 0.1299 -0.0154
HUBB / Hubbell Incorporated 0.03 -4.02 10.48 18.47 0.1296 0.0099
TFC / Truist Financial Corporation 0.24 2.30 10.48 6.89 0.1295 -0.0031
VRTX / Vertex Pharmaceuticals Incorporated 0.02 -3.62 10.29 -11.50 0.1271 -0.0301
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.24 -0.21 10.00 0.26 0.1236 -0.0113
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF 0.08 0.20 9.90 2.04 0.1224 -0.0089
CL / Colgate-Palmolive Company 0.11 -6.28 9.85 -9.08 0.1219 -0.0246
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.15 -4.37 9.61 2.94 0.1187 -0.0075
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF 0.05 0.03 9.24 4.94 0.1142 -0.0049
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF 0.21 -0.21 9.22 0.93 0.1140 -0.0096
MCD / McDonald's Corporation 0.03 6.57 9.22 -0.32 0.1140 -0.0112
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF 0.14 -2.77 9.12 -2.03 0.1127 -0.0132
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.01 4.16 8.98 25.97 0.1110 0.0146
TD / The Toronto-Dominion Bank 0.12 -4.86 8.61 16.58 0.1064 0.0065
SYY / Sysco Corporation 0.11 6.71 8.50 7.71 0.1052 -0.0015
QQQ / Invesco QQQ Trust, Series 1 0.02 4.70 8.38 23.18 0.1035 0.0115
ADBE / Adobe Inc. 0.02 0.01 8.31 0.89 0.1029 -0.0085
RTX / RTX Corporation 0.06 1.34 8.29 11.71 0.1024 0.0021
XOM / Exxon Mobil Corporation 0.08 2.66 8.13 -6.95 0.1006 -0.0175
LRCX / Lam Research Corporation 0.08 -0.83 8.11 32.78 0.1003 0.0176
META / Meta Platforms, Inc. 0.01 0.64 8.02 28.89 0.0993 0.0151
MA / Mastercard Incorporated 0.01 0.68 7.79 3.22 0.0964 -0.0056
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.03 -0.07 7.69 11.79 0.0950 0.0020
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.06 3.83 7.68 15.24 0.0950 0.0048
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.06 -4.98 7.63 5.16 0.0943 -0.0038
AMAT / Applied Materials, Inc. 0.04 392.98 7.59 521.97 0.0938 0.0773
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.09 -4.65 7.57 -3.00 0.0935 -0.0120
CRM / Salesforce, Inc. 0.03 2.48 7.53 4.14 0.0932 -0.0046
AFL / Aflac Incorporated 0.07 -0.34 7.43 -5.47 0.0920 -0.0143
FDX / FedEx Corporation 0.03 -8.66 7.39 -14.83 0.0913 -0.0260
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.05 -0.13 7.33 17.87 0.0906 0.0065
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.15 2.70 7.32 4.14 0.0904 -0.0046
OTIS / Otis Worldwide Corporation 0.07 7.35 6.98 3.00 0.0863 -0.0054
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.05 0.71 6.97 4.11 0.0861 -0.0044
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.02 8.34 6.95 20.26 0.0859 0.0077
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.13 -2.28 6.81 3.83 0.0842 -0.0046
SEIC / SEI Investments Company 0.08 -3.56 6.80 11.63 0.0842 0.0018
COST / Costco Wholesale Corporation 0.01 -2.19 6.76 2.38 0.0836 -0.0058
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.13 1.34 6.62 3.86 0.0818 -0.0044
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.01 3.55 6.40 26.63 0.0791 0.0107
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.05 0.07 6.40 4.97 0.0791 -0.0034
IBM / International Business Machines Corporation 0.02 -0.40 6.32 18.07 0.0783 0.0058
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.07 7.46 6.29 16.18 0.0777 0.0045
AXP / American Express Company 0.02 1.27 6.28 20.05 0.0778 0.0070
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.27 -2.68 5.98 8.75 0.0739 -0.0005
PYPL / PayPal Holdings, Inc. 0.08 -8.26 5.93 4.49 0.0734 -0.0034
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.12 -2.98 5.90 -1.80 0.0729 -0.0083
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.15 1.57 5.79 13.84 0.0716 0.0028
MDLZ / Mondelez International, Inc. 0.08 13.11 5.66 12.44 0.0701 0.0020
CMCSA / Comcast Corporation 0.15 -9.02 5.44 -12.00 0.0674 -0.0163
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.18 1.42 5.43 2.92 0.0671 -0.0043
MCK / McKesson Corporation 0.01 -0.45 5.40 8.41 0.0668 -0.0006
MDY / SPDR S&P MidCap 400 ETF Trust 0.01 -0.91 5.37 5.22 0.0663 -0.0027
GLD / SPDR Gold Trust 0.02 -9.35 5.30 -4.10 0.0657 -0.0091
HBAN / Huntington Bancshares Incorporated 0.32 -4.38 5.30 6.75 0.0656 -0.0015
J / Jacobs Solutions Inc. 0.04 -1.49 5.15 7.12 0.0637 -0.0013
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.10 -5.71 5.14 -5.69 0.0635 -0.0102
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF 0.14 0.10 5.13 16.46 0.0634 0.0038
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF 0.21 -0.34 5.10 0.35 0.0630 -0.0057
ZTS / Zoetis Inc. 0.03 5.11 5.06 -0.45 0.0627 -0.0061
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.07 -1.71 5.01 8.65 0.0619 -0.0005
MSCI / MSCI Inc. 0.01 0.13 4.98 2.11 0.0617 -0.0043
AVDL / Avadel Pharmaceuticals plc 0.56 -0.00 4.95 13.03 0.0611 0.0019
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.20 -2.35 4.94 5.44 0.0611 -0.0023
BKNG / Booking Holdings Inc. 0.00 -2.10 4.87 23.02 0.0602 0.0066
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock) 0.16 18.36 4.83 63.93 0.0597 0.0198
AON / Aon plc 0.01 5.69 4.73 -5.53 0.0586 -0.0092
TSLA / Tesla, Inc. 0.01 6.79 4.68 30.92 0.0580 0.0096
PM / Philip Morris International Inc. 0.02 -0.40 4.46 14.30 0.0551 0.0023
UNH / UnitedHealth Group Incorporated 0.01 -59.72 4.44 -76.01 0.0549 -0.1952
CVX / Chevron Corporation 0.03 -1.11 4.41 -15.36 0.0545 -0.0160
NTR / Nutrien Ltd. 0.07 -2.14 4.30 14.76 0.0532 0.0025
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF 0.07 -1.93 4.25 -0.16 0.0526 -0.0051
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.09 -1.25 4.22 9.02 0.0522 -0.0002
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.04 4.21 0.0520 0.0520
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.04 -0.50 4.18 18.04 0.0517 0.0038
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.03 10.55 4.17 22.53 0.0516 0.0055
BAC / Bank of America Corporation 0.09 3.97 4.03 17.88 0.0499 0.0036
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF 0.05 0.14 4.01 3.22 0.0496 -0.0030
NOC / Northrop Grumman Corporation 0.01 1.09 3.99 -1.29 0.0493 -0.0053
IAU / iShares Gold Trust 0.06 1.07 3.95 6.88 0.0489 -0.0011
TIP / iShares Trust - iShares TIPS Bond ETF 0.04 -3.08 3.93 -3.99 0.0485 -0.0068
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.03 0.09 3.77 3.32 0.0466 -0.0028
REGN / Regeneron Pharmaceuticals, Inc. 0.01 -9.67 3.72 -25.24 0.0460 -0.0213
A / Agilent Technologies, Inc. 0.03 6.07 3.65 7.01 0.0452 -0.0010
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.04 0.16 3.64 2.39 0.0450 -0.0030
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) 0.06 -4.12 3.60 -6.93 0.0446 -0.0077
MRK / Merck & Co., Inc. 0.05 -6.04 3.58 -17.14 0.0443 -0.0142
GPN / Global Payments Inc. 0.04 -10.54 3.52 -26.87 0.0435 -0.0216
KDP / Keurig Dr Pepper Inc. 0.11 6.74 3.51 3.12 0.0433 -0.0027
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 0.07 -4.09 3.47 -4.83 0.0429 -0.0064
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.12 0.34 3.34 4.44 0.0413 -0.0020
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF 0.07 -6.83 3.30 -7.11 0.0408 -0.0073
DE / Deere & Company 0.01 -0.44 3.19 7.85 0.0394 -0.0006
INFY / Infosys Limited - Depositary Receipt (Common Stock) 0.17 -2.36 3.16 -0.85 0.0391 -0.0041
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.07 -3.20 3.07 1.15 0.0379 -0.0031
LOGI / Logitech International S.A. 0.03 0.16 3.05 6.98 0.0377 -0.0009
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.04 0.00 3.01 3.23 0.0372 -0.0022
NEE / NextEra Energy, Inc. 0.04 4.82 3.00 2.67 0.0372 -0.0024
GPC / Genuine Parts Company 0.02 16.71 2.98 18.87 0.0368 0.0029
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.03 7.77 2.94 20.62 0.0363 0.0034
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.04 41.24 2.90 57.15 0.0359 0.0109
GE / General Electric Company 0.01 -2.15 2.90 25.85 0.0358 0.0047
BX / Blackstone Inc. 0.02 23.35 2.87 32.03 0.0354 0.0061
GS / The Goldman Sachs Group, Inc. 0.00 -3.76 2.86 24.71 0.0354 0.0043
CVS / CVS Health Corporation 0.04 -4.75 2.81 -3.01 0.0347 -0.0044
GD / General Dynamics Corporation 0.01 -0.15 2.80 6.84 0.0346 -0.0008
UNP / Union Pacific Corporation 0.01 2.99 2.79 0.32 0.0345 -0.0031
WMG / Warner Music Group Corp. 0.10 128.31 2.79 98.36 0.0344 0.0154
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.03 2.68 2.77 4.80 0.0343 -0.0015
NFLX / Netflix, Inc. 0.00 0.94 2.74 45.02 0.0338 0.0083
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.11 18.63 2.71 31.33 0.0335 0.0056
CAT / Caterpillar Inc. 0.01 -0.03 2.70 17.66 0.0334 0.0023
DUK / Duke Energy Corporation 0.02 5.96 2.59 2.50 0.0320 -0.0022
ALGN / Align Technology, Inc. 0.01 -11.04 2.58 5.99 0.0320 -0.0010
HON / Honeywell International Inc. 0.01 -5.99 2.52 3.40 0.0312 -0.0018
QCOM / QUALCOMM Incorporated 0.02 2.62 2.51 6.40 0.0310 -0.0009
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.05 0.78 2.48 12.16 0.0307 0.0007
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.05 0.03 2.40 0.17 0.0297 -0.0028
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.03 -0.53 2.35 3.03 0.0291 -0.0018
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.03 -1.89 2.31 -1.87 0.0285 -0.0033
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.05 -1.76 2.29 16.60 0.0283 0.0017
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.03 34.39 2.27 46.46 0.0281 0.0071
IWV / iShares Trust - iShares Russell 3000 ETF 0.01 5.13 2.27 16.16 0.0281 0.0016
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.02 12.29 2.25 27.34 0.0279 0.0039
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.04 4.49 2.25 5.29 0.0278 -0.0011
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund 0.04 -0.28 2.25 7.67 0.0278 -0.0005
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.05 0.95 2.23 1.50 0.0275 -0.0022
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.03 -0.97 2.22 9.05 0.0274 -0.0001
CME / CME Group Inc. 0.01 30.49 2.22 35.60 0.0274 0.0053
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.05 -0.28 2.17 5.97 0.0268 -0.0009
PAYC / Paycom Software, Inc. 0.01 41.37 2.15 49.76 0.0266 0.0072
ACN / Accenture plc 0.01 -0.99 2.13 -5.16 0.0263 -0.0041
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.03 0.67 2.06 11.55 0.0254 0.0005
TYD / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bull 3X Shares 0.08 2.05 0.0254 0.0254
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.05 9.28 2.04 18.64 0.0253 0.0020
INTU / Intuit Inc. 0.00 -0.04 2.02 28.30 0.0250 0.0037
NSC / Norfolk Southern Corporation 0.01 -7.82 1.96 -0.36 0.0243 -0.0024
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.01 4.82 1.93 28.59 0.0239 0.0035
SBAC / SBA Communications Corporation 0.01 30.49 1.92 39.30 0.0238 0.0051
PLTR / Palantir Technologies Inc. 0.01 -1.71 1.90 58.80 0.0235 0.0073
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.01 2.94 1.88 15.86 0.0232 0.0013
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.09 -0.01 1.87 -1.63 0.0232 -0.0026
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.01 9.53 1.85 17.03 0.0229 0.0015
CRWD / CrowdStrike Holdings, Inc. 0.00 -7.22 1.79 34.03 0.0222 0.0041
XBI / SPDR Series Trust - SPDR S&P Biotech ETF 0.02 -6.08 1.77 -3.95 0.0220 -0.0030
DD / DuPont de Nemours, Inc. 0.03 -1.41 1.76 -9.42 0.0218 -0.0045
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF 0.01 0.02 1.76 2.45 0.0217 -0.0015
TMO / Thermo Fisher Scientific Inc. 0.00 -0.46 1.75 -18.91 0.0217 -0.0076
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 3.81 1.75 23.43 0.0217 0.0025
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund 0.06 -0.32 1.75 -0.96 0.0217 -0.0023
APD / Air Products and Chemicals, Inc. 0.01 -7.74 1.75 -11.74 0.0217 -0.0052
WFC / Wells Fargo & Company 0.02 3.39 1.75 15.38 0.0216 0.0011
TXN / Texas Instruments Incorporated 0.01 -0.29 1.70 15.17 0.0210 0.0011
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 6.54 1.69 11.76 0.0209 0.0004
KMI / Kinder Morgan, Inc. 0.06 0.86 1.69 3.94 0.0209 -0.0011
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.02 -4.39 1.66 -4.21 0.0206 -0.0029
JEF / Jefferies Financial Group Inc. 0.03 -0.15 1.66 1.91 0.0205 -0.0015
CNI / Canadian National Railway Company 0.02 328.14 1.64 357.82 0.0203 0.0154
CARR / Carrier Global Corporation 0.02 2.05 1.62 17.82 0.0201 0.0015
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.04 -4.07 1.62 0.37 0.0200 -0.0018
CTVA / Corteva, Inc. 0.02 -26.27 1.61 -12.68 0.0199 -0.0050
T / AT&T Inc. 0.06 0.25 1.61 2.55 0.0199 -0.0013
IQV / IQVIA Holdings Inc. 0.01 1.59 0.0197 0.0197
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 0.03 1.37 1.58 2.40 0.0195 -0.0013
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 0.04 -0.76 1.54 8.73 0.0191 -0.0001
PFE / Pfizer Inc. 0.06 -7.12 1.51 -11.10 0.0186 -0.0043
PRU / Prudential Financial, Inc. 0.01 2.29 1.41 -1.61 0.0174 -0.0020
GEV / GE Vernova Inc. 0.00 -2.14 1.41 69.69 0.0174 0.0062
L / Loews Corporation 0.02 0.00 1.40 -0.28 0.0173 -0.0017
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.06 12.04 1.37 10.06 0.0169 0.0001
DHR / Danaher Corporation 0.01 0.38 1.35 -3.29 0.0168 -0.0022
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF 0.03 0.00 1.34 15.07 0.0166 0.0008
ITW / Illinois Tool Works Inc. 0.01 3.91 1.34 3.64 0.0166 -0.0009
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.04 -1.60 1.34 7.57 0.0165 -0.0003
ETN / Eaton Corporation plc 0.00 5.29 1.32 38.22 0.0164 0.0034
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF 0.01 -0.27 1.32 6.90 0.0163 -0.0004
NUE / Nucor Corporation 0.01 4.88 1.29 12.92 0.0159 0.0005
MAR / Marriott International, Inc. 0.00 0.56 1.29 15.35 0.0159 0.0008
HOLX / Hologic, Inc. 0.02 -2.47 1.27 2.92 0.0157 -0.0010
TJX / The TJX Companies, Inc. 0.01 0.28 1.27 1.68 0.0157 -0.0012
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 26.15 1.26 49.64 0.0156 0.0042
ED / Consolidated Edison, Inc. 0.01 -2.75 1.24 -11.71 0.0154 -0.0037
GLW / Corning Incorporated 0.02 -0.57 1.23 14.26 0.0153 0.0007
MMM / 3M Company 0.01 -11.16 1.23 -7.95 0.0152 -0.0029
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 4.26 1.22 18.09 0.0151 0.0011
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.05 -6.16 1.22 -5.86 0.0151 -0.0025
MO / Altria Group, Inc. 0.02 -11.42 1.21 -13.50 0.0150 -0.0039
MSI / Motorola Solutions, Inc. 0.00 1.99 1.21 -2.11 0.0150 -0.0017
BMY / Bristol-Myers Squibb Company 0.03 -2.43 1.19 -25.95 0.0147 -0.0070
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.02 0.00 1.17 0.52 0.0144 -0.0013
BA / The Boeing Company 0.01 -1.53 1.16 21.00 0.0143 0.0014
HSY / The Hershey Company 0.01 -2.79 1.15 -5.74 0.0142 -0.0023
COF / Capital One Financial Corporation 0.01 94.07 1.15 130.52 0.0142 0.0074
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.01 -0.13 1.14 4.39 0.0141 -0.0007
MS / Morgan Stanley 0.01 -13.64 1.09 4.29 0.0135 -0.0006
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 0.01 -2.05 1.09 -2.06 0.0135 -0.0016
RY / Royal Bank of Canada 0.01 1.89 1.09 18.95 0.0135 0.0011
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0.03 0.00 1.08 -1.01 0.0134 -0.0014
VAW / Vanguard World Fund - Vanguard Materials ETF 0.01 0.07 1.08 3.24 0.0134 -0.0008
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.03 -1.78 1.04 10.03 0.0129 0.0001
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0.03 0.00 1.04 7.31 0.0129 -0.0003
VZ / Verizon Communications Inc. 0.02 21.44 1.03 15.79 0.0128 0.0007
LHX / L3Harris Technologies, Inc. 0.00 -37.38 1.03 -24.96 0.0128 -0.0058
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 -4.58 1.03 2.08 0.0128 -0.0009
COP / ConocoPhillips 0.01 9.12 1.03 -6.81 0.0127 -0.0022
ETSY / Etsy, Inc. 0.02 45.00 1.02 54.22 0.0127 0.0037
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.04 21.26 1.02 14.93 0.0127 0.0006
IWC / iShares Trust - iShares Micro-Cap ETF 0.01 0.00 1.02 15.14 0.0126 0.0006
CXM / Sprinklr, Inc. 0.12 0.00 1.01 1.31 0.0125 -0.0010
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 3.85 1.00 -2.62 0.0124 -0.0015
PEG / Public Service Enterprise Group Incorporated 0.01 0.01 1.00 2.36 0.0124 -0.0008
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF 0.04 0.23 0.99 2.48 0.0122 -0.0008
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.01 1.95 0.98 25.35 0.0122 0.0016
PPG / PPG Industries, Inc. 0.01 -4.95 0.98 -1.21 0.0122 -0.0013
SO / The Southern Company 0.01 -2.67 0.96 -2.73 0.0119 -0.0015
WSFS / WSFS Financial Corporation 0.02 -4.49 0.96 1.27 0.0118 -0.0010
AVTR / Avantor, Inc. 0.07 -0.39 0.95 -17.27 0.0118 -0.0038
ICF / iShares Trust - iShares Select U.S. REIT ETF 0.02 -2.19 0.95 -2.78 0.0117 -0.0015
UFPI / UFP Industries, Inc. 0.01 0.00 0.95 -7.17 0.0117 -0.0021
FI / Fiserv, Inc. 0.01 -0.77 0.93 -22.55 0.0115 -0.0048
URI / United Rentals, Inc. 0.00 -0.08 0.93 20.13 0.0115 0.0010
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 -1.66 0.91 7.44 0.0113 -0.0002
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.02 -2.24 0.90 6.49 0.0112 -0.0003
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF 0.00 -0.28 0.90 11.11 0.0111 0.0002
INTC / Intel Corporation 0.04 -9.57 0.90 -10.77 0.0111 -0.0025
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.00 0.39 0.88 18.15 0.0109 0.0008
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF 0.04 38.45 0.88 38.83 0.0108 0.0023
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF 0.01 25.00 0.87 31.13 0.0108 0.0018
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.02 -0.53 0.87 13.56 0.0108 0.0004
BDX / Becton, Dickinson and Company 0.01 1.27 0.87 -23.86 0.0107 -0.0047
IBIT / iShares Bitcoin Trust ETF 0.01 1.58 0.87 32.82 0.0107 0.0019
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.07 0.01 0.85 -4.39 0.0105 -0.0015
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -0.10 0.85 16.19 0.0105 0.0006
CSX / CSX Corporation 0.03 -9.37 0.85 0.48 0.0105 -0.0009
PAYX / Paychex, Inc. 0.01 0.00 0.84 -5.64 0.0103 -0.0017
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.02 0.19 0.83 13.27 0.0102 0.0003
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF 0.03 0.00 0.81 -1.22 0.0100 -0.0011
IYJ / iShares Trust - iShares U.S. Industrials ETF 0.01 13.69 0.80 24.30 0.0099 0.0012
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.02 25.31 0.80 25.47 0.0099 0.0013
PPL / PPL Corporation 0.02 -0.00 0.80 -6.13 0.0099 -0.0016
IBB / iShares Trust - iShares Biotechnology ETF 0.01 4.15 0.79 2.99 0.0098 -0.0006
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.01 2.49 0.78 -1.39 0.0096 -0.0011
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 0.01 -1.13 0.78 -1.27 0.0096 -0.0010
TDY / Teledyne Technologies Incorporated 0.00 -0.07 0.77 2.81 0.0095 -0.0006
GIS / General Mills, Inc. 0.01 0.89 0.76 -12.53 0.0094 -0.0024
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -8.26 0.76 -9.32 0.0094 -0.0019
DWM / WisdomTree Trust - WisdomTree International Equity Fund 0.01 0.00 0.76 9.42 0.0093 -0.0000
ANET / Arista Networks Inc 0.01 2.15 0.74 35.03 0.0092 0.0017
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.01 0.04 0.74 14.31 0.0091 0.0004
ISRG / Intuitive Surgical, Inc. 0.00 -13.64 0.73 -5.33 0.0090 -0.0014
CMI / Cummins Inc. 0.00 -5.17 0.73 -0.95 0.0090 -0.0009
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.01 7.85 0.72 15.36 0.0089 0.0005
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF 0.01 -30.71 0.72 -24.63 0.0089 -0.0040
YUM / Yum! Brands, Inc. 0.00 0.35 0.72 -5.41 0.0089 -0.0014
WM / Waste Management, Inc. 0.00 -0.76 0.71 -1.92 0.0088 -0.0010
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF 0.07 0.48 0.71 3.63 0.0088 -0.0005
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.02 -1.85 0.71 8.73 0.0088 -0.0001
VDE / Vanguard World Fund - Vanguard Energy ETF 0.01 0.47 0.71 -7.71 0.0087 -0.0016
CEG / Constellation Energy Corporation 0.00 25.62 0.70 101.15 0.0087 0.0040
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.01 -7.50 0.70 -7.51 0.0087 -0.0016
VOX / Vanguard World Fund - Vanguard Communication Services ETF 0.00 20.57 0.70 38.89 0.0087 0.0018
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.01 0.00 0.69 10.35 0.0086 0.0001
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 0.01 0.07 0.69 1.91 0.0086 -0.0006
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -1.15 0.69 22.02 0.0085 0.0009
EBAY / eBay Inc. 0.01 0.03 0.68 9.98 0.0085 0.0000
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.02 2.52 0.68 4.45 0.0084 -0.0004
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF 0.02 0.00 0.68 15.48 0.0084 0.0004
AMP / Ameriprise Financial, Inc. 0.00 14.48 0.67 26.22 0.0084 0.0011
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF 0.01 -1.41 0.67 9.48 0.0083 0.0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 1.35 0.66 1.38 0.0082 -0.0007
IYR / iShares Trust - iShares U.S. Real Estate ETF 0.01 -9.78 0.66 -10.72 0.0081 -0.0018
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 -0.33 0.66 3.14 0.0081 -0.0005
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.02 -1.13 0.65 -1.21 0.0081 -0.0009
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF 0.03 0.00 0.65 0.00 0.0081 -0.0008
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0.00 0.00 0.65 10.71 0.0081 0.0001
KMB / Kimberly-Clark Corporation 0.01 5.91 0.65 -3.98 0.0080 -0.0011
DOW / Dow Inc. 0.02 -13.97 0.65 -34.77 0.0080 -0.0054
ZBH / Zimmer Biomet Holdings, Inc. 0.01 -1.76 0.65 -20.78 0.0080 -0.0031
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF 0.02 0.00 0.65 3.86 0.0080 -0.0004
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.02 -1.26 0.64 10.75 0.0079 0.0001
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 0.02 -0.58 0.64 12.35 0.0079 0.0002
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 -2.70 0.64 5.48 0.0079 -0.0003
IYF / iShares Trust - iShares U.S. Financials ETF 0.01 0.48 0.63 7.84 0.0078 -0.0001
AMD / Advanced Micro Devices, Inc. 0.00 12.22 0.63 54.93 0.0078 0.0023
TRV / The Travelers Companies, Inc. 0.00 4.94 0.62 6.17 0.0077 -0.0002
AMTM / Amentum Holdings, Inc. 0.03 -5.83 0.62 22.33 0.0077 0.0008
WST / West Pharmaceutical Services, Inc. 0.00 -0.04 0.61 -2.23 0.0076 -0.0009
UBER / Uber Technologies, Inc. 0.01 12.27 0.61 44.08 0.0075 0.0018
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 2.00 0.61 7.24 0.0075 -0.0002
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.02 10.01 0.60 0.00 0.0074 -0.0007
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.01 4.17 0.60 13.58 0.0074 0.0003
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.01 -2.07 0.60 12.22 0.0074 0.0002
NKE / NIKE, Inc. 0.01 -0.99 0.59 10.82 0.0073 0.0001
C / Citigroup Inc. 0.01 0.16 0.59 20.12 0.0073 0.0006
LIN / Linde plc 0.00 13.90 0.59 14.84 0.0073 0.0003
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.01 0.71 0.58 0.86 0.0072 -0.0006
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF 0.02 0.05 0.57 10.62 0.0071 0.0001
AEP / American Electric Power Company, Inc. 0.01 -5.28 0.57 -10.06 0.0071 -0.0015
OXY / Occidental Petroleum Corporation 0.01 7.77 0.57 -8.23 0.0070 -0.0014
ROST / Ross Stores, Inc. 0.00 -11.91 0.57 -12.06 0.0070 -0.0017
SNOW / Snowflake Inc. 0.00 6.25 0.57 62.93 0.0070 0.0023
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF 0.01 0.00 0.57 11.86 0.0070 0.0001
CI / The Cigna Group 0.00 5.78 0.56 6.24 0.0070 -0.0002
ENB / Enbridge Inc. 0.01 -3.50 0.55 -1.25 0.0069 -0.0007
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.01 -2.05 0.55 -4.66 0.0068 -0.0010
MU / Micron Technology, Inc. 0.00 11.79 0.55 58.79 0.0068 0.0021
FBNC / First Bancorp 0.01 0.00 0.55 9.82 0.0068 0.0000
D / Dominion Energy, Inc. 0.01 2.71 0.55 3.60 0.0068 -0.0004
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.02 -0.45 0.55 4.20 0.0068 -0.0003
JOBY / Joby Aviation, Inc. 0.05 21.05 0.54 112.50 0.0067 0.0033
OEF / iShares Trust - iShares S&P 100 ETF 0.00 135.44 0.54 164.88 0.0067 0.0039
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF 0.01 0.00 0.54 -0.74 0.0066 -0.0007
USB / U.S. Bancorp 0.01 -0.78 0.53 6.43 0.0066 -0.0002
VVR / Invesco Senior Income Trust 0.14 0.00 0.53 1.34 0.0065 -0.0005
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 27.96 0.53 27.43 0.0065 0.0009
AME / AMETEK, Inc. 0.00 -0.89 0.53 4.17 0.0065 -0.0003
AZO / AutoZone, Inc. 0.00 1.44 0.52 -1.13 0.0065 -0.0007
WSO / Watsco, Inc. 0.00 0.94 0.52 -12.29 0.0065 -0.0016
CB / Chubb Limited 0.00 -1.54 0.52 -5.45 0.0064 -0.0010
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.01 0.51 0.0063 0.0063
CLX / The Clorox Company 0.00 -3.06 0.51 -21.00 0.0063 -0.0024
PSX / Phillips 66 0.00 -1.44 0.51 -4.71 0.0063 -0.0009
SPGI / S&P Global Inc. 0.00 -2.34 0.51 1.40 0.0063 -0.0005
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 2.75 0.50 -6.67 0.0062 -0.0011
ECL / Ecolab Inc. 0.00 -6.44 0.50 -0.40 0.0062 -0.0006
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.01 -1.77 0.50 1.64 0.0061 -0.0005
ROL / Rollins, Inc. 0.01 0.62 0.50 5.07 0.0061 -0.0003
GILD / Gilead Sciences, Inc. 0.00 2.56 0.50 1.43 0.0061 -0.0005
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF 0.00 0.00 0.50 4.86 0.0061 -0.0003
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 11.24 0.49 24.43 0.0061 0.0007
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF 0.02 0.00 0.49 0.00 0.0061 -0.0006
AJG / Arthur J. Gallagher & Co. 0.00 1.33 0.49 -6.15 0.0060 -0.0010
VRSN / VeriSign, Inc. 0.00 0.06 0.49 13.79 0.0060 0.0002
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.00 -1.78 0.48 -0.82 0.0060 -0.0006
SNPS / Synopsys, Inc. 0.00 0.00 0.48 19.40 0.0059 0.0005
BK / The Bank of New York Mellon Corporation 0.01 0.56 0.48 9.17 0.0059 -0.0000
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.01 16.99 0.48 12.53 0.0059 0.0002
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -3.74 0.46 -11.11 0.0057 -0.0013
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December 0.01 0.00 0.46 6.47 0.0057 -0.0002
MMC / Marsh & McLennan Companies, Inc. 0.00 -1.78 0.46 -11.92 0.0057 -0.0014
WTRG / Essential Utilities, Inc. 0.01 -3.90 0.46 -9.66 0.0057 -0.0012
AMT / American Tower Corporation 0.00 6.23 0.46 7.82 0.0056 -0.0001
PKG / Packaging Corporation of America 0.00 -5.84 0.46 -10.43 0.0056 -0.0012
ALL / The Allstate Corporation 0.00 0.95 0.45 -1.75 0.0055 -0.0006
ODFL / Old Dominion Freight Line, Inc. 0.00 0.51 0.45 -1.33 0.0055 -0.0006
OKE / ONEOK, Inc. 0.01 46.54 0.44 20.65 0.0055 0.0005
TT / Trane Technologies plc 0.00 10.75 0.44 43.65 0.0055 0.0013
TMUS / T-Mobile US, Inc. 0.00 62.81 0.44 45.82 0.0054 0.0013
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF 0.01 0.00 0.43 6.37 0.0054 -0.0002
OKLO / Oklo Inc. 0.01 0.43 0.0054 0.0054
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.01 0.00 0.43 11.75 0.0053 0.0001
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 0.90 0.43 5.96 0.0053 -0.0002
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.00 0.00 0.43 10.39 0.0053 0.0000
ICVT / iShares Trust - iShares Convertible Bond ETF 0.00 -16.15 0.42 -9.64 0.0052 -0.0011
SHW / The Sherwin-Williams Company 0.00 -6.83 0.42 -8.48 0.0052 -0.0010
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.00 0.15 0.42 12.00 0.0052 0.0001
FVCB / FVCBankcorp, Inc. 0.04 -55.07 0.42 -49.82 0.0052 -0.0061
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.00 0.42 0.0051 0.0051
TEL / TE Connectivity plc 0.00 -12.02 0.41 5.10 0.0051 -0.0002
RPM / RPM International Inc. 0.00 -0.03 0.41 -5.09 0.0051 -0.0008
CCJ / Cameco Corporation 0.01 0.92 0.41 82.06 0.0050 0.0020
AEM / Agnico Eagle Mines Limited 0.00 0.38 0.40 10.38 0.0050 0.0000
SPG / Simon Property Group, Inc. 0.00 7.27 0.40 3.92 0.0049 -0.0003
NBBK / NB Bancorp, Inc. 0.02 0.00 0.39 -1.01 0.0049 -0.0005
LH / Labcorp Holdings Inc. 0.00 1.91 0.39 14.96 0.0049 0.0002
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund 0.01 0.00 0.39 7.76 0.0048 -0.0001
ES / Eversource Energy 0.01 0.94 0.39 3.46 0.0048 -0.0003
TTE / TotalEnergies SE - Depositary Receipt (Common Stock) 0.01 -13.20 0.38 -17.46 0.0047 -0.0016
WMB / The Williams Companies, Inc. 0.01 5.94 0.38 11.40 0.0047 0.0001
MELI / MercadoLibre, Inc. 0.00 9.02 0.38 45.77 0.0047 0.0012
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 20.16 0.37 19.94 0.0046 0.0004
UAL / United Airlines Holdings, Inc. 0.00 0.78 0.37 16.25 0.0046 0.0003
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.00 -0.28 0.37 2.20 0.0046 -0.0003
BHRB / Burke & Herbert Financial Services Corp. 0.01 0.00 0.37 6.63 0.0046 -0.0001
FITB / Fifth Third Bancorp 0.01 12.54 0.37 18.21 0.0046 0.0003
NTRA / Natera, Inc. 0.00 0.83 0.37 20.59 0.0046 0.0004
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF 0.00 0.00 0.37 27.78 0.0046 0.0007
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.01 -8.13 0.36 -4.96 0.0045 -0.0007
SLV / iShares Silver Trust 0.01 46.95 0.36 55.90 0.0044 0.0013
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 0.01 -0.16 0.35 13.10 0.0044 0.0002
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF 0.02 0.29 0.35 -1.12 0.0044 -0.0005
TXRH / Texas Roadhouse, Inc. 0.00 0.00 0.35 12.74 0.0044 0.0001
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF 0.01 0.35 0.0044 0.0044
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund 0.01 0.00 0.35 4.20 0.0043 -0.0002
IDV / iShares Trust - iShares International Select Dividend ETF 0.01 0.00 0.35 11.25 0.0043 0.0001
WH / Wyndham Hotels & Resorts, Inc. 0.00 0.35 0.0043 0.0043
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 -72.70 0.34 -72.11 0.0042 -0.0189
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund 0.00 0.00 0.34 3.95 0.0042 -0.0002
STT / State Street Corporation 0.00 2.23 0.34 21.35 0.0042 0.0004
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF 0.01 0.00 0.34 3.34 0.0042 -0.0002
FLEX / Flex Ltd. 0.01 -9.78 0.34 36.29 0.0042 0.0008
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.01 -1.29 0.34 2.75 0.0042 -0.0003
GEHC / GE HealthCare Technologies Inc. 0.00 3.50 0.33 -4.86 0.0041 -0.0006
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF 0.02 0.19 0.33 0.30 0.0041 -0.0004
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 2.16 0.33 12.33 0.0041 0.0001
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.01 0.00 0.32 11.76 0.0040 0.0001
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.01 -0.44 0.32 -0.31 0.0040 -0.0004
ALRM / Alarm.com Holdings, Inc. 0.01 -9.57 0.32 -8.00 0.0040 -0.0008
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.00 5.89 0.32 17.58 0.0040 0.0003
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF 0.00 0.00 0.32 21.67 0.0040 0.0004
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 33.09 0.32 29.15 0.0040 0.0006
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.00 0.05 0.32 19.92 0.0039 0.0003
PH / Parker-Hannifin Corporation 0.00 -13.31 0.32 -0.31 0.0039 -0.0004
DG / Dollar General Corporation 0.00 0.87 0.32 31.54 0.0039 0.0007
PHYS / Sprott Physical Gold Trust 0.01 0.00 0.32 5.33 0.0039 -0.0002
EFX / Equifax Inc. 0.00 0.32 0.0039 0.0039
VRT / Vertiv Holdings Co 0.00 0.31 0.0039 0.0039
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 -19.31 0.31 -20.61 0.0039 -0.0015
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF 0.00 0.31 0.0038 0.0038
SHOP / Shopify Inc. 0.00 16.99 0.31 41.28 0.0038 0.0009
COR / Cencora, Inc. 0.00 2.61 0.31 10.47 0.0038 0.0000
F / Ford Motor Company 0.03 -6.74 0.31 0.99 0.0038 -0.0003
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF 0.01 0.00 0.30 -1.62 0.0038 -0.0004
NOW / ServiceNow, Inc. 0.00 6.55 0.30 37.44 0.0037 0.0008
LULU / lululemon athletica inc. 0.00 8.66 0.30 -8.79 0.0037 -0.0007
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.01 -13.09 0.30 -12.54 0.0037 -0.0009
APH / Amphenol Corporation 0.00 0.30 0.0037 0.0037
AFK / VanEck ETF Trust - VanEck Africa Index ETF 0.01 -34.51 0.30 -25.81 0.0037 -0.0018
FOUR / Shift4 Payments, Inc. 0.00 0.00 0.30 21.22 0.0037 0.0004
ROK / Rockwell Automation, Inc. 0.00 -2.51 0.30 25.32 0.0037 0.0005
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.01 0.30 0.0037 0.0037
GBDC / Golub Capital BDC, Inc. 0.02 -6.15 0.29 -9.15 0.0036 -0.0007
R / Ryder System, Inc. 0.00 -7.60 0.29 2.13 0.0036 -0.0002
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.00 8.91 0.29 20.08 0.0036 0.0003
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 0.00 0.29 12.11 0.0035 0.0001
NCDL / Nuveen Churchill Direct Lending Corp. 0.02 3.47 0.28 -1.39 0.0035 -0.0004
RL / Ralph Lauren Corporation 0.00 5.76 0.28 31.31 0.0035 0.0006
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.00 0.32 0.28 9.06 0.0034 -0.0000
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF 0.01 0.27 0.0034 0.0034
KEY / KeyCorp 0.02 -0.01 0.27 9.20 0.0034 -0.0000
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF 0.00 0.00 0.27 10.12 0.0034 0.0000
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.01 4.81 0.27 -7.22 0.0033 -0.0006
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF 0.02 0.00 0.27 7.63 0.0033 -0.0001
WELL / Welltower Inc. 0.00 -18.78 0.27 -18.54 0.0033 -0.0011
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF 0.01 0.00 0.27 0.75 0.0033 -0.0003
MCHP / Microchip Technology Incorporated 0.00 0.27 0.0033 0.0033
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF 0.00 0.00 0.27 8.57 0.0033 -0.0000
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund 0.00 -2.05 0.27 11.81 0.0033 0.0001
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF 0.01 0.00 0.26 7.79 0.0033 -0.0000
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF 0.00 -0.51 0.26 5.65 0.0032 -0.0001
ET / Energy Transfer LP - Limited Partnership 0.01 0.00 0.26 -2.24 0.0032 -0.0004
FNB / F.N.B. Corporation 0.02 -1.10 0.26 7.44 0.0032 -0.0001
O / Realty Income Corporation 0.00 2.28 0.26 1.57 0.0032 -0.0002
TROW / T. Rowe Price Group, Inc. 0.00 -15.81 0.26 -11.68 0.0032 -0.0008
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.00 -0.65 0.26 -7.89 0.0032 -0.0006
FCX / Freeport-McMoRan Inc. 0.01 0.26 0.0032 0.0032
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 3.13 0.26 4.07 0.0032 -0.0002
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 15.28 0.26 15.38 0.0032 0.0002
NEM / Newmont Corporation 0.00 0.25 0.0031 0.0031
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 0.00 0.57 0.25 -3.86 0.0031 -0.0004
RDNT / RadNet, Inc. 0.00 0.05 0.25 14.75 0.0031 0.0001
PTA / Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund 0.01 1.23 0.25 2.90 0.0031 -0.0002
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.01 0.00 0.25 0.40 0.0031 -0.0003
BLDR / Builders FirstSource, Inc. 0.00 0.05 0.25 -6.44 0.0031 -0.0005
ADM / Archer-Daniels-Midland Company 0.00 -0.49 0.25 9.38 0.0030 -0.0000
DNA / Ginkgo Bioworks Holdings, Inc. 0.02 0.25 0.0030 0.0030
FRT / Federal Realty Investment Trust 0.00 -2.66 0.24 -5.45 0.0030 -0.0005
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.01 0.00 0.24 4.78 0.0030 -0.0001
DELL / Dell Technologies Inc. 0.00 0.24 0.0030 0.0030
JCI / Johnson Controls International plc 0.00 0.24 0.0030 0.0030
MDT / Medtronic plc 0.00 -12.40 0.24 -14.89 0.0030 -0.0009
COIN / Coinbase Global, Inc. 0.00 0.24 0.0030 0.0030
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -19.60 0.24 -31.12 0.0030 -0.0017
FCNCA / First Citizens BancShares, Inc. 0.00 0.00 0.24 5.31 0.0030 -0.0001
HASI / HA Sustainable Infrastructure Capital, Inc. 0.01 0.00 0.24 -8.14 0.0029 -0.0006
BWXT / BWX Technologies, Inc. 0.00 0.24 0.0029 0.0029
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.00 0.24 0.0029 0.0029
EXE / Expand Energy Corporation 0.00 -0.10 0.23 4.93 0.0029 -0.0001
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.01 0.23 0.0029 0.0029
RGLD / Royal Gold, Inc. 0.00 0.00 0.23 8.88 0.0029 -0.0000
FIS / Fidelity National Information Services, Inc. 0.00 -3.69 0.23 5.00 0.0029 -0.0001
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 0.23 0.0028 0.0028
SDHY / PGIM Short Duration High Yield Opportunities Fund 0.01 1.23 0.23 3.62 0.0028 -0.0002
KKR / KKR & Co. Inc. 0.00 0.23 0.0028 0.0028
SGRY / Surgery Partners, Inc. 0.01 0.00 0.23 -6.17 0.0028 -0.0005
ARCC / Ares Capital Corporation 0.01 0.23 0.0028 0.0028
WRBY / Warby Parker Inc. 0.01 0.00 0.22 20.54 0.0028 0.0002
TOL / Toll Brothers, Inc. 0.00 -5.53 0.22 2.30 0.0028 -0.0002
AN / AutoNation, Inc. 0.00 0.22 0.0027 0.0027
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund 0.01 0.22 0.0027 0.0027
EW / Edwards Lifesciences Corporation 0.00 0.22 0.0027 0.0027
HUM / Humana Inc. 0.00 3.68 0.22 -3.93 0.0027 -0.0004
MLM / Martin Marietta Materials, Inc. 0.00 0.22 0.0027 0.0027
EWA / iShares, Inc. - iShares MSCI Australia ETF 0.01 0.22 0.0027 0.0027
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF 0.00 0.00 0.22 5.37 0.0027 -0.0001
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.01 -10.88 0.22 -11.16 0.0027 -0.0006
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 0.00 0.00 0.22 6.97 0.0027 -0.0001
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 -5.31 0.21 -4.46 0.0027 -0.0004
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 0.00 0.21 0.00 0.0026 -0.0002
PWR / Quanta Services, Inc. 0.00 0.21 0.0026 0.0026
CP / Canadian Pacific Kansas City Limited 0.00 0.21 0.0026 0.0026
DRI / Darden Restaurants, Inc. 0.00 -40.01 0.21 -37.28 0.0026 -0.0019
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 0.21 0.0026 0.0026
EQR / Equity Residential 0.00 -11.61 0.21 -16.60 0.0026 -0.0008
WTW / Willis Towers Watson Public Limited Company 0.00 0.00 0.21 -9.44 0.0026 -0.0005
BAH / Booz Allen Hamilton Holding Corporation 0.00 0.21 0.0026 0.0026
KEYS / Keysight Technologies, Inc. 0.00 0.21 0.0026 0.0026
BCS / Barclays PLC - Depositary Receipt (Common Stock) 0.01 -6.64 0.21 13.11 0.0026 0.0001
UCB / United Community Banks, Inc. 0.01 0.21 0.0026 0.0026
IDU / iShares Trust - iShares U.S. Utilities ETF 0.00 0.21 0.0025 0.0025
VLTO / Veralto Corporation 0.00 0.21 0.0025 0.0025
WY / Weyerhaeuser Company 0.01 -1.96 0.21 -14.23 0.0025 -0.0007
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 0.20 0.0025 0.0025
PTC / PTC Inc. 0.00 0.20 0.0025 0.0025
BNC / CEA Industries Inc. 0.02 0.20 0.0025 0.0025
YUMC / Yum China Holdings, Inc. 0.00 4.10 0.20 -10.71 0.0025 -0.0006
IRM / Iron Mountain Incorporated 0.00 0.20 0.0025 0.0025
TDOC / Teladoc Health, Inc. 0.02 -0.01 0.19 9.60 0.0024 0.0000
BIGZ / BlackRock Innovation and Growth Term Trust 0.02 3.02 0.17 20.86 0.0021 0.0002
NUV / Nuveen Municipal Value Fund, Inc. 0.02 0.28 0.15 -0.66 0.0019 -0.0002
WBD / Warner Bros. Discovery, Inc. 0.01 0.14 0.0017 0.0017
VLY / Valley National Bancorp 0.01 0.02 0.13 0.78 0.0016 -0.0001
VRAR / The Glimpse Group, Inc. 0.08 0.00 0.11 16.84 0.0014 0.0001
GAB / The Gabelli Equity Trust Inc. 0.02 0.00 0.10 6.38 0.0012 -0.0000
AOD / Abrdn Total Dynamic Dividend Fund 0.01 0.10 0.0012 0.0012
JBLU / JetBlue Airways Corporation 0.02 0.09 0.0012 0.0012
ODV / Osisko Development Corp. 0.04 0.00 0.08 44.23 0.0009 0.0002
GGN / GAMCO Global Gold, Natural Resources & Income Trust 0.01 1.69 0.06 1.72 0.0007 -0.0001
INMB / INmune Bio, Inc. 0.02 0.04 0.0004 0.0004
KOPN / Kopin Corporation 0.02 0.00 0.04 66.67 0.0004 0.0001
ZVIA / Zevia PBC 0.01 0.00 0.03 52.38 0.0004 0.0001
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock) 0.01 15.38 0.02 20.00 0.0003 0.0000
CHPT / ChargePoint Holdings, Inc. 0.03 196.35 0.02 250.00 0.0003 0.0002
TLRY / Tilray Brands, Inc. 0.01 0.00 0.0001 0.0001
FTV / Fortive Corporation 0.00 -100.00 0.00 0.0000
VLO / Valero Energy Corporation 0.00 -100.00 0.00 0.0000
DLTR / Dollar Tree, Inc. 0.00 -100.00 0.00 0.0000
SWKS / Skyworks Solutions, Inc. 0.00 -100.00 0.00 0.0000
DFS / Discover Financial Services 0.00 -100.00 0.00 0.0000
AESI / Atlas Energy Solutions Inc. 0.00 -100.00 0.00 0.0000
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF 0.00 -100.00 0.00 0.0000
CPB / The Campbell's Company 0.00 -100.00 0.00 0.0000
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 -100.00 0.00 0.0000
SES / SES AI Corporation 0.00 -100.00 0.00 -100.00 -0.0001
SLB / Schlumberger Limited 0.00 -100.00 0.00 0.0000