Mga Batayang Estadistika
Nilai Portofolio $ 330,299,584
Posisi Saat Ini 215
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

LongView Wealth Management telah mengungkapkan total kepemilikan 215 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 330,299,584 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama LongView Wealth Management adalah Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) , iShares Trust - iShares Morningstar Growth ETF (US:ILCG) , The Home Depot, Inc. (US:HD) , Apple Inc. (US:AAPL) , and Schwab Strategic Trust - Schwab U.S. Large-Cap ETF (US:SCHX) . Posisi baru LongView Wealth Management meliputi: Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF (US:CGHM) , Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF (US:CGMM) , The RBB Fund Trust - First Eagle Global Equity ETF (US:FEGE) , Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) , and iShares Trust - iShares MSCI EAFE Value ETF (US:EFV) .

LongView Wealth Management - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.15 14.55 4.4057 0.8282
0.14 5.54 1.6766 0.4609
0.43 10.57 3.2003 0.4256
0.16 5.31 1.6081 0.3596
0.01 6.20 1.8757 0.3583
0.06 1.66 0.5040 0.3371
0.02 3.28 0.9922 0.2896
0.18 8.36 2.5301 0.2780
0.01 2.82 0.8530 0.2756
0.04 0.90 0.2722 0.2722
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.02 1.78 0.5404 -1.5395
0.03 2.32 0.7014 -1.1822
0.02 3.54 1.0712 -1.1118
0.04 1.19 0.3607 -1.0080
0.06 11.84 3.5858 -0.6194
0.22 8.80 2.6646 -0.5553
0.03 12.53 3.7928 -0.5416
0.01 3.48 1.0537 -0.3951
0.01 0.27 0.0827 -0.3199
0.82 21.73 6.5775 -0.2616
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-11 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.82 0.53 21.73 -4.72 6.5775 -0.2616
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.15 1.97 14.55 22.00 4.4057 0.8282
HD / The Home Depot, Inc. 0.03 -13.35 12.53 -13.31 3.7928 -0.5416
AAPL / Apple Inc. 0.06 -8.54 11.84 -15.53 3.5858 -0.6194
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.43 3.23 10.57 14.26 3.2003 0.4256
GPC / Genuine Parts Company 0.08 -0.70 10.16 1.11 3.0761 0.0623
CGGR / Capital Group Growth ETF 0.22 -30.93 8.80 -18.02 2.6646 -0.5553
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.18 11.05 8.36 11.29 2.5301 0.2780
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 -24.45 7.35 -10.68 2.2237 -0.2427
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.16 1.96 7.12 11.03 2.1549 0.2321
QQQ / Invesco QQQ Trust, Series 1 0.01 4.10 6.20 22.46 1.8757 0.3583
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.12 0.31 6.05 0.33 1.8304 0.0231
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.14 23.37 5.54 36.61 1.6766 0.4609
CGDV / Capital Group Dividend Value ETF 0.14 -4.43 5.46 5.90 1.6531 0.1066
CGBL / Capital Group Core Balanced ETF 0.16 18.21 5.31 27.61 1.6081 0.3596
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF 0.14 -4.06 4.75 5.35 1.4380 0.0859
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF 0.17 6.27 4.56 14.53 1.3797 0.1862
MSFT / Microsoft Corporation 0.01 -7.78 4.55 22.20 1.3782 0.2609
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 6.99 4.33 18.29 1.3101 0.2127
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF 0.22 0.16 4.26 -2.65 1.2888 -0.0228
AMZN / Amazon.com, Inc. 0.02 -0.56 4.02 14.64 1.2186 0.1658
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 -52.49 3.54 -51.39 1.0712 -1.1118
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -32.58 3.48 -27.95 1.0537 -0.3951
KO / The Coca-Cola Company 0.05 -0.40 3.47 -1.62 1.0514 -0.0072
SO / The Southern Company 0.04 -5.50 3.38 -5.64 1.0227 -0.0508
AFL / Aflac Incorporated 0.03 20.81 3.36 14.57 1.0165 0.1376
NVDA / NVIDIA Corporation 0.02 -4.03 3.28 39.92 0.9922 0.2896
BRK.A / Berkshire Hathaway Inc. 0.01 -8.53 3.15 -16.57 0.9527 -0.1785
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 7.18 2.87 18.53 0.8680 0.1425
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 35.25 2.82 46.34 0.8530 0.2756
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.02 26.35 2.70 40.05 0.8184 0.2395
UPS / United Parcel Service, Inc. 0.03 -0.99 2.68 -9.14 0.8101 -0.0731
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF 0.08 30.65 2.52 46.03 0.7637 0.2456
UTG / Reaves Utility Income Fund 0.07 0.10 2.52 11.30 0.7633 0.0839
CGDG / Capital Group Dividend Growers ETF 0.07 32.94 2.37 44.70 0.7186 0.2266
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF 0.08 26.45 2.33 27.90 0.7054 0.1592
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.03 -63.31 2.32 -63.12 0.7014 -1.1822
CGGO / Capital Group Global Growth Equity ETF 0.07 6.76 2.28 20.46 0.6918 0.1230
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.04 -9.49 2.27 1.52 0.6867 0.0166
IYW / iShares Trust - iShares U.S. Technology ETF 0.01 -0.40 2.26 22.91 0.6840 0.1325
O / Realty Income Corporation 0.04 3.48 2.18 2.78 0.6606 0.0238
XOM / Exxon Mobil Corporation 0.02 -3.18 2.11 -12.23 0.6385 -0.0822
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.09 6.76 2.09 7.01 0.6328 0.0469
JNJ / Johnson & Johnson 0.01 -2.90 2.07 -10.54 0.6270 -0.0675
CGUS / Capital Group Core Equity ETF 0.05 12.99 1.98 24.92 0.5996 0.1241
WMT / Walmart Inc. 0.02 -5.55 1.98 5.16 0.5991 0.0349
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.02 -76.67 1.78 -74.27 0.5404 -1.5395
CGGE / Capital Group Global Equity ETF 0.06 165.08 1.66 199.28 0.5040 0.3371
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 2.62 1.58 21.70 0.4773 0.0886
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.02 22.07 1.54 22.47 0.4654 0.0888
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.01 0.00 1.48 11.68 0.4488 0.0507
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 0.03 -8.19 1.46 -7.93 0.4428 -0.0336
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.03 49.28 1.45 48.57 0.4390 0.1462
DUK / Duke Energy Corporation 0.01 -7.40 1.40 -10.44 0.4234 -0.0448
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF 0.05 30.10 1.40 30.32 0.4230 0.1011
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.05 -2.82 1.31 -3.54 0.3963 -0.0109
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 19.93 1.29 32.51 0.3902 0.0984
CHD / Church & Dwight Co., Inc. 0.01 0.21 1.27 -12.53 0.3847 -0.0509
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.01 0.97 1.26 13.62 0.3818 0.0489
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.02 -3.20 1.22 -1.86 0.3681 -0.0034
ABBV / AbbVie Inc. 0.01 -2.23 1.21 -13.35 0.3675 -0.0528
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.04 -77.62 1.19 -73.90 0.3607 -1.0080
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 0.88 1.19 19.72 0.3604 0.0620
VERSX / Vanguard Emerging Markets Stock Index Fund 0.02 -12.47 1.18 -4.38 0.3571 -0.0127
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF 0.04 3.17 1.15 2.67 0.3496 0.0123
META / Meta Platforms, Inc. 0.00 -4.84 1.15 21.79 0.3473 0.0650
GARP / iShares Trust - iShares MSCI USA Quality GARP ETF 0.02 0.01 1.14 18.43 0.3464 0.0565
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 79.83 1.07 78.86 0.3228 0.1440
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -14.72 1.05 -15.50 0.3170 -0.0546
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.77 1.04 0.97 0.3154 0.0060
COST / Costco Wholesale Corporation 0.00 -9.80 1.00 -5.65 0.3036 -0.0150
T / AT&T Inc. 0.03 -18.66 0.99 -16.78 0.2989 -0.0569
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.00 0.98 5.50 0.2961 0.0181
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 10.73 0.96 14.40 0.2912 0.0392
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 -10.12 0.94 -15.95 0.2841 -0.0509
AXP / American Express Company 0.00 3.76 0.92 22.87 0.2800 0.0545
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -3.08 0.92 1.54 0.2791 0.0066
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF 0.02 0.96 0.92 5.88 0.2784 0.0179
GOOGL / Alphabet Inc. 0.01 1.10 0.91 14.77 0.2753 0.0377
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF 0.04 0.90 0.2722 0.2722
JPM / JPMorgan Chase & Co. 0.00 -8.17 0.89 8.52 0.2703 0.0236
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.03 -0.88 0.82 -0.97 0.2468 -0.0003
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -0.36 0.81 4.50 0.2464 0.0129
MSTR / Strategy Inc 0.00 0.00 0.81 40.28 0.2448 0.0718
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 0.02 15.15 0.80 25.82 0.2435 0.0518
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 15.15 0.80 27.27 0.2418 0.0536
DLR / Digital Realty Trust, Inc. 0.00 8.62 0.76 32.18 0.2314 0.0579
WELL / Welltower Inc. 0.00 0.16 0.75 0.54 0.2271 0.0032
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0.02 0.43 0.75 -0.53 0.2265 0.0008
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 0.73 -8.77 0.2206 -0.0188
HDV / iShares Trust - iShares Core High Dividend ETF 0.01 2.03 0.70 -1.27 0.2117 -0.0008
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.01 2.38 0.70 7.41 0.2107 0.0162
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF 0.03 -52.56 0.68 -52.35 0.2054 -0.2215
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.01 2.27 0.68 0.90 0.2044 0.0035
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.03 -29.57 0.67 -29.57 0.2042 -0.0830
GOOGL / Alphabet Inc. 0.00 -21.37 0.66 -10.39 0.2012 -0.0212
TSLA / Tesla, Inc. 0.00 0.46 0.63 23.09 0.1906 0.0373
MCD / McDonald's Corporation 0.00 -4.21 0.63 -10.33 0.1893 -0.0201
D / Dominion Energy, Inc. 0.01 1.16 0.62 1.97 0.1881 0.0054
GMED / Globus Medical, Inc. 0.01 -25.00 0.62 -39.55 0.1876 -0.1197
AVGO / Broadcom Inc. 0.00 -3.93 0.62 58.31 0.1875 0.0701
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.00 1.07 0.61 20.39 0.1859 0.0327
PCN / PIMCO Corporate & Income Strategy Fund 0.05 0.69 0.61 -6.41 0.1858 -0.0108
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.02 -42.19 0.61 -39.80 0.1832 -0.1183
PEP / PepsiCo, Inc. 0.00 -0.91 0.60 -12.86 0.1828 -0.0247
ABT / Abbott Laboratories 0.00 -1.17 0.60 1.36 0.1809 0.0040
ET / Energy Transfer LP - Limited Partnership 0.03 -0.80 0.59 -3.28 0.1786 -0.0043
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF 0.01 52.56 0.57 42.68 0.1713 0.0525
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF 0.01 8.14 0.56 15.02 0.1695 0.0237
CGNG / Capital Group New Geography Equity ETF 0.02 -13.42 0.56 -0.89 0.1688 0.0001
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -26.90 0.55 -18.81 0.1659 -0.0367
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 0.00 0.53 11.84 0.1603 0.0183
KEYS / Keysight Technologies, Inc. 0.00 -0.25 0.53 9.09 0.1599 0.0148
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 21.16 0.52 42.62 0.1582 0.0482
BAC / Bank of America Corporation 0.01 -4.29 0.52 8.52 0.1581 0.0138
NSC / Norfolk Southern Corporation 0.00 0.25 0.52 8.35 0.1573 0.0135
A / Agilent Technologies, Inc. 0.00 0.00 0.51 0.79 0.1546 0.0028
FAST / Fastenal Company 0.01 101.09 0.51 8.97 0.1545 0.0140
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.01 1.46 0.50 6.87 0.1508 0.0108
BXC / BlueLinx Holdings Inc. 0.01 0.00 0.48 -0.82 0.1458 0.0002
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF 0.01 27.65 0.48 40.47 0.1452 0.0427
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF 0.01 0.37 0.47 8.26 0.1430 0.0122
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.01 -14.80 0.47 -14.49 0.1430 -0.0227
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 41.99 0.47 46.88 0.1425 0.0464
V / Visa Inc. 0.00 -0.61 0.46 0.88 0.1390 0.0022
PKG / Packaging Corporation of America 0.00 0.00 0.45 -4.83 0.1374 -0.0056
CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF 0.02 0.45 0.1372 0.1372
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 40.28 0.45 44.84 0.1362 0.0430
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.01 -12.18 0.45 -11.29 0.1357 -0.0159
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 11.10 0.45 31.18 0.1353 0.0331
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 25.08 0.45 34.04 0.1347 0.0350
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF 0.00 0.00 0.43 21.63 0.1312 0.0243
RIO / Rio Tinto Group - Depositary Receipt (Common Stock) 0.01 0.12 0.43 -2.70 0.1309 -0.0025
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.01 0.15 0.43 -0.69 0.1305 0.0003
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 1.64 0.43 11.75 0.1298 0.0148
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -20.49 0.43 -12.01 0.1289 -0.0161
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF 0.01 0.40 0.42 3.49 0.1258 0.0054
PLTR / Palantir Technologies Inc. 0.00 -6.35 0.40 51.32 0.1217 0.0420
FEGE / The RBB Fund Trust - First Eagle Global Equity ETF 0.01 0.40 0.1214 0.1214
ADP / Automatic Data Processing, Inc. 0.00 0.31 0.39 1.29 0.1193 0.0026
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.00 0.51 0.39 9.32 0.1172 0.0109
MBB / iShares Trust - iShares MBS ETF 0.00 6.00 0.38 6.21 0.1140 0.0076
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0.01 -15.53 0.37 -16.70 0.1135 -0.0213
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.01 20.22 0.37 29.51 0.1130 0.0265
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.01 -14.84 0.37 -14.91 0.1125 -0.0183
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -6.26 0.37 -3.91 0.1118 -0.0035
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.02 23.03 0.37 23.57 0.1112 0.0219
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 1.35 0.37 3.98 0.1109 0.0052
DIS / The Walt Disney Company 0.00 -0.14 0.36 25.69 0.1096 0.0231
CVX / Chevron Corporation 0.00 -20.90 0.36 -32.27 0.1093 -0.0506
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.07 0.36 -1.11 0.1080 -0.0001
AEE / Ameren Corporation 0.00 0.74 0.35 -3.57 0.1065 -0.0030
IOO / iShares Trust - iShares Global 100 ETF 0.00 14.23 0.34 27.88 0.1043 0.0235
NGG / National Grid plc - Depositary Receipt (Common Stock) 0.00 -3.34 0.34 9.68 0.1030 0.0099
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.01 0.00 0.34 3.69 0.1023 0.0047
LLY / Eli Lilly and Company 0.00 -0.46 0.33 -5.92 0.1012 -0.0055
AZO / AutoZone, Inc. 0.00 0.00 0.33 -2.69 0.0989 -0.0017
SIHY / Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 0.01 1.65 0.33 4.84 0.0987 0.0055
ELV / Elevance Health, Inc. 0.00 0.36 0.32 -10.34 0.0973 -0.0101
UNH / UnitedHealth Group Incorporated 0.00 -12.87 0.32 -48.22 0.0972 -0.0883
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -15.95 0.32 -15.87 0.0964 -0.0170
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 1.87 0.31 -7.67 0.0950 -0.0067
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF 0.01 8.96 0.31 9.06 0.0949 0.0086
SBUX / Starbucks Corporation 0.00 -0.53 0.31 -7.16 0.0942 -0.0062
AJG / Arthur J. Gallagher & Co. 0.00 -4.10 0.31 -11.30 0.0929 -0.0106
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -9.83 0.31 -4.09 0.0924 -0.0031
CSCO / Cisco Systems, Inc. 0.00 -0.52 0.30 11.85 0.0916 0.0104
SCHW / The Charles Schwab Corporation 0.00 0.30 0.30 16.67 0.0914 0.0139
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF 0.00 0.30 0.0895 0.0895
CMCSA / Comcast Corporation 0.01 -12.59 0.29 -15.52 0.0892 -0.0153
BEPC / Brookfield Renewable Corporation 0.01 11.20 0.29 30.36 0.0887 0.0214
SHW / The Sherwin-Williams Company 0.00 0.00 0.29 -1.37 0.0872 -0.0007
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 11.27 0.28 16.87 0.0861 0.0130
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 21.52 0.28 24.56 0.0861 0.0176
GE / General Electric Company 0.00 -23.65 0.28 -1.75 0.0848 -0.0007
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.01 0.28 0.0846 0.0846
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.00 -70.40 0.28 -66.22 0.0835 -0.1609
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.00 0.28 0.0834 0.0834
CGXU / Capital Group International Focus Equity ETF 0.01 -81.63 0.27 -79.66 0.0827 -0.3199
DAL / Delta Air Lines, Inc. 0.01 0.91 0.27 14.04 0.0812 0.0105
NEE / NextEra Energy, Inc. 0.00 0.34 0.27 -1.83 0.0812 -0.0007
TSCO / Tractor Supply Company 0.00 -9.69 0.26 -13.49 0.0796 -0.0116
SPY / SPDR S&P 500 ETF 0.00 0.26 0.0781 0.0781
PFD / Flaherty & Crumrine Preferred Income Fund Inc. 0.02 0.00 0.26 0.78 0.0780 0.0013
IBM / International Business Machines Corporation 0.00 -2.78 0.26 15.25 0.0780 0.0109
MO / Altria Group, Inc. 0.00 -4.41 0.25 -6.62 0.0769 -0.0047
MA / Mastercard Incorporated 0.00 0.00 0.25 2.43 0.0769 0.0026
VZ / Verizon Communications Inc. 0.01 -28.08 0.25 -31.32 0.0758 -0.0337
LMT / Lockheed Martin Corporation 0.00 0.00 0.25 3.77 0.0753 0.0034
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.00 0.25 0.0746 0.0746
ALLE / Allegion plc 0.00 0.00 0.25 10.86 0.0742 0.0077
COP / ConocoPhillips 0.00 -6.90 0.24 -20.39 0.0733 -0.0180
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 0.00 0.24 18.72 0.0730 0.0120
VLO / Valero Energy Corporation 0.00 0.00 0.24 1.69 0.0729 0.0019
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 0.24 0.0727 0.0727
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 0.24 0.0724 0.0724
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.24 0.0723 0.0723
CAT / Caterpillar Inc. 0.00 0.23 0.0708 0.0708
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.00 0.23 0.0704 0.0704
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -21.59 0.23 -17.92 0.0694 -0.0145
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 0.22 0.0671 0.0671
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 -4.28 0.22 6.80 0.0667 0.0046
RTX / RTX Corporation 0.00 -2.60 0.22 7.39 0.0663 0.0051
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.00 0.21 0.0648 0.0648
TFC / Truist Financial Corporation 0.00 -0.42 0.21 3.92 0.0645 0.0031
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.21 0.0643 0.0643
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.00 0.21 0.0642 0.0642
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0.00 0.21 0.0641 0.0641
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 0.00 0.21 0.0636 0.0636
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF 0.01 0.21 0.0628 0.0628
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF 0.01 0.21 0.0623 0.0623
LOW / Lowe's Companies, Inc. 0.00 -0.87 0.20 -5.61 0.0612 -0.0031
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 0.20 0.0606 0.0606
BSM / Black Stone Minerals, L.P. - Limited Partnership 0.01 -12.95 0.17 -25.68 0.0502 -0.0165
DNP / DNP Select Income Fund Inc. 0.01 0.00 0.15 -1.35 0.0444 -0.0000
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -100.00 0.00 0.0000
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF 0.00 -100.00 0.00 0.0000
CGIE / Capital Group International Equity ETF 0.00 -100.00 0.00 0.0000
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF 0.00 -100.00 0.00 0.0000
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 -100.00 0.00 0.0000
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.00 -100.00 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 0.00 0.0000