Mga Batayang Estadistika
Nilai Portofolio $ 769,552,765
Posisi Saat Ini 228
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Revolve Wealth Partners, LLC telah mengungkapkan total kepemilikan 228 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 769,552,765 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Revolve Wealth Partners, LLC adalah Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) , EA Series Trust - Alpha Architect International Quantitative Value ETF (US:IVAL) , SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF (US:HYMB) , and EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF (US:QMOM) . Posisi baru Revolve Wealth Partners, LLC meliputi: Amgen Inc. (US:AMGN) , BlackRock, Inc. (US:BLK) , Capital One Financial Corporation (US:COF) , GE Vernova Inc. (US:GEV) , and Royal Caribbean Cruises Ltd. (US:RCL) .

Revolve Wealth Partners, LLC - 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
0.41 17.18 2.2331 2.0339
0.39 119.35 15.5087 0.6863
0.01 3.18 0.4136 0.4136
0.08 11.91 1.5481 0.3012
0.03 13.62 1.7700 0.2543
0.41 26.44 3.4352 0.2032
0.78 25.07 3.2576 0.1471
0.02 6.73 0.8743 0.1331
0.95 20.89 2.7147 0.1304
0.01 2.52 0.3274 0.1074
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
1.18 29.34 3.8132 -0.6660
0.07 13.97 1.8151 -0.5140
0.41 18.42 2.3935 -0.3705
0.49 24.32 3.1605 -0.3570
0.72 16.84 2.1888 -0.2997
0.21 17.53 2.2781 -0.2428
0.58 48.49 6.3006 -0.1787
1.35 37.72 4.9012 -0.1711
0.00 1.07 0.1391 -0.1513
0.02 4.22 0.5489 -0.1494
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-28 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
(%)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.39 5.31 119.35 16.46 15.5087 0.6863
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.58 -1.92 48.49 8.23 6.3006 -0.1787
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF 1.35 -1.48 37.72 7.55 4.9012 -0.1711
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 1.18 -3.57 29.34 -5.25 3.8132 -0.6660
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF 0.41 8.14 26.44 18.30 3.4352 0.2032
ITAN / EA Series Trust - Sparkline Intangible Value ETF 0.78 7.45 25.07 16.56 3.2576 0.1471
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF 0.49 0.04 24.32 0.00 3.1605 -0.3570
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF 0.37 11.02 23.81 13.16 3.0934 0.0507
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.95 4.65 20.89 16.92 2.7147 0.1304
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF 0.41 -2.75 18.42 -3.62 2.3935 -0.3705
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund 0.21 -2.81 17.53 0.58 2.2781 -0.2428
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0.41 1,141.84 17.18 1,147.93 2.2331 2.0339
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund 0.43 3.47 16.88 14.94 2.1941 0.0696
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.72 -2.44 16.84 -2.10 2.1888 -0.2997
AAPL / Apple Inc. 0.07 -6.09 13.97 -13.26 1.8151 -0.5140
MUB / iShares Trust - iShares National Muni Bond ETF 0.13 3.92 13.93 2.97 1.8100 -0.1464
MSFT / Microsoft Corporation 0.03 -1.91 13.62 29.98 1.7700 0.2543
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.45 -7.93 13.17 7.41 1.7109 -0.0621
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.08 -5.21 11.91 38.19 1.5481 0.3012
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF 0.23 20.39 11.58 18.12 1.5046 0.0867
IVV / iShares Trust - iShares Core S&P 500 ETF 0.02 2.89 11.43 13.69 1.4858 0.0312
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.12 2.30 11.14 6.91 1.4472 -0.0594
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.43 -8.66 10.52 1.11 1.3671 -0.1379
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.13 -0.12 7.36 12.03 0.9563 0.0061
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 11.06 6.73 31.30 0.8743 0.1331
META / Meta Platforms, Inc. 0.01 -10.92 5.90 14.07 0.7670 0.0187
AMZN / Amazon.com, Inc. 0.03 -4.95 5.88 9.60 0.7643 -0.0119
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.05 3.57 5.83 15.99 0.7571 0.0306
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 0.31 -2.58 5.64 -0.42 0.7328 -0.0862
TSLA / Tesla, Inc. 0.02 4.42 5.53 27.99 0.7185 0.0937
SPY / SPDR S&P 500 ETF 0.01 9.86 4.77 21.34 0.6200 0.0513
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.06 -3.66 4.40 7.16 0.5716 -0.0220
V / Visa Inc. 0.01 -0.02 4.32 1.29 0.5615 -0.0555
AMGN / Amgen Inc. 0.02 -2.39 4.22 -12.53 0.5489 -0.1494
JPM / JPMorgan Chase & Co. 0.01 1.04 4.07 19.42 0.5290 0.0360
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 -15.06 4.00 -6.12 0.5201 -0.0965
AMGN / Amgen Inc. Call 0.01 3.18 0.4136 0.4136
BRK.A / Berkshire Hathaway Inc. 0.01 -0.17 3.18 -8.94 0.4129 -0.0918
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 1.98 3.07 10.34 0.3996 -0.0035
GOOGL / Alphabet Inc. 0.02 4.12 3.06 18.67 0.3973 0.0246
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.11 -2.39 3.03 4.51 0.3943 -0.0257
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -13.51 2.84 1.68 0.3694 -0.0349
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.06 -1.56 2.56 11.23 0.3322 -0.0003
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.10 25.25 2.54 18.71 0.3306 0.0206
AVGO / Broadcom Inc. 0.01 0.62 2.52 65.72 0.3274 0.1074
QQQ / Invesco QQQ Trust, Series 1 0.00 -10.57 2.49 5.23 0.3240 -0.0187
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.04 -2.29 2.41 5.25 0.3126 -0.0180
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -12.85 2.27 -5.73 0.2950 -0.0533
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.09 -9.81 2.25 -2.60 0.2920 -0.0417
CL / Colgate-Palmolive Company 0.02 -1.35 2.24 -4.32 0.2909 -0.0474
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.03 -0.78 2.24 9.93 0.2907 -0.0038
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 0.02 -1.36 2.23 18.36 0.2900 0.0173
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.02 -0.31 2.18 4.21 0.2829 -0.0193
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -6.00 2.14 -0.19 0.2780 -0.0320
EQIX / Equinix, Inc. 0.00 0.11 2.11 -2.36 0.2739 -0.0382
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.02 3.37 2.08 17.27 0.2701 0.0137
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -4.72 2.04 1.80 0.2648 -0.0246
MA / Mastercard Incorporated 0.00 0.11 2.03 2.68 0.2634 -0.0222
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.03 -0.16 2.02 6.16 0.2619 -0.0128
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0.04 0.43 1.84 3.96 0.2390 -0.0169
GOOGL / Alphabet Inc. 0.01 -5.13 1.81 7.74 0.2352 -0.0078
NYF / iShares Trust - iShares New York Muni Bond ETF 0.03 15.78 1.50 14.71 0.1946 0.0057
NFLX / Netflix, Inc. 0.00 1.49 1.46 45.79 0.1892 0.0447
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF 0.02 -1.86 1.45 10.53 0.1884 -0.0013
COMP / Compass, Inc. 0.23 0.03 1.44 -28.04 0.1867 -0.1021
ABBV / AbbVie Inc. 0.01 -1.89 1.37 -13.09 0.1786 -0.0501
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 11.05 1.32 13.84 0.1721 0.0037
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.02 -0.69 1.29 9.80 0.1676 -0.0023
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.03 1.19 1.25 7.55 0.1630 -0.0057
ORCL / Oracle Corporation 0.01 0.39 1.25 57.12 0.1620 0.0471
COST / Costco Wholesale Corporation 0.00 -3.94 1.21 0.50 0.1570 -0.0168
APH / Amphenol Corporation 0.01 30.04 1.20 95.74 0.1555 0.0671
LLY / Eli Lilly and Company 0.00 -5.20 1.19 -10.58 0.1550 -0.0378
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 0.02 3.15 1.19 16.50 0.1541 0.0068
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.04 79.71 1.18 87.92 0.1537 0.0626
UBER / Uber Technologies, Inc. 0.01 -12.91 1.17 11.55 0.1519 0.0003
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.02 -25.35 1.16 -26.23 0.1506 -0.0767
ISRG / Intuitive Surgical, Inc. 0.00 -2.53 1.13 7.01 0.1469 -0.0060
UNH / UnitedHealth Group Incorporated 0.00 -10.51 1.07 -46.71 0.1391 -0.1513
AMD / Advanced Micro Devices, Inc. 0.01 -7.05 1.07 28.45 0.1391 0.0185
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.01 0.00 1.06 5.45 0.1384 -0.0076
JNJ / Johnson & Johnson 0.01 -22.53 1.05 -28.64 0.1370 -0.0767
XOM / Exxon Mobil Corporation 0.01 -0.98 1.00 -10.20 0.1305 -0.0313
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 0.03 2.02 0.99 7.49 0.1288 -0.0045
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.01 -4.40 0.98 12.95 0.1270 0.0017
HD / The Home Depot, Inc. 0.00 6.39 0.97 6.36 0.1262 -0.0057
WMT / Walmart Inc. 0.01 1.06 0.96 12.66 0.1249 0.0014
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 -8.71 0.95 -14.62 0.1237 -0.0376
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 23.52 0.95 43.55 0.1230 0.0277
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 0.01 0.93 0.32 0.1214 -0.0133
NOW / ServiceNow, Inc. 0.00 -1.73 0.93 26.98 0.1212 0.0149
SHOP / Shopify Inc. 0.01 -38.74 0.92 -25.99 0.1196 -0.0603
BX / Blackstone Inc. 0.01 -15.91 0.91 -10.02 0.1179 -0.0279
PLTR / Palantir Technologies Inc. 0.01 -1.58 0.89 59.17 0.1150 0.0345
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.01 -4.77 0.81 -0.12 0.1053 -0.0120
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.03 -10.04 0.77 -6.55 0.1002 -0.0191
RTX / RTX Corporation 0.01 1.22 0.75 11.59 0.0976 0.0002
IBM / International Business Machines Corporation 0.00 15.01 0.73 36.40 0.0945 0.0173
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 0.00 0.72 0.70 0.0934 -0.0098
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 -6.65 0.69 2.06 0.0902 -0.0081
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 0.00 0.69 9.22 0.0893 -0.0017
UNH / UnitedHealth Group Incorporated Put 0.00 0.69 0.0892 0.0892
INTU / Intuit Inc. 0.00 4.00 0.68 33.33 0.0879 0.0146
BAC / Bank of America Corporation 0.01 -3.53 0.65 9.51 0.0838 -0.0015
KO / The Coca-Cola Company 0.01 3.47 0.64 2.23 0.0835 -0.0074
CSCO / Cisco Systems, Inc. 0.01 -0.94 0.64 11.34 0.0830 0.0001
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF 0.01 -19.71 0.64 -19.67 0.0828 -0.0320
CSX / CSX Corporation 0.02 18.63 0.62 31.36 0.0807 0.0124
MCD / McDonald's Corporation 0.00 0.10 0.60 -6.38 0.0783 -0.0148
DIS / The Walt Disney Company 0.00 -6.87 0.59 17.06 0.0767 0.0037
GE / General Electric Company 0.00 -3.72 0.59 23.89 0.0763 0.0077
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 -0.47 0.58 5.86 0.0751 -0.0039
APD / Air Products and Chemicals, Inc. 0.00 0.00 0.58 -4.31 0.0751 -0.0123
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.02 0.08 0.57 4.17 0.0747 -0.0051
CRM / Salesforce, Inc. 0.00 8.22 0.57 9.96 0.0746 -0.0009
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 -11.52 0.57 -2.39 0.0743 -0.0104
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 -0.38 0.57 10.27 0.0740 -0.0007
HON / Honeywell International Inc. 0.00 2.14 0.57 12.28 0.0737 0.0007
GS / The Goldman Sachs Group, Inc. 0.00 -11.14 0.56 15.26 0.0727 0.0024
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF 0.01 -6.08 0.53 0.96 0.0687 -0.0071
ADI / Analog Devices, Inc. 0.00 1.89 0.53 20.37 0.0684 0.0051
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.00 0.00 0.52 16.96 0.0681 0.0032
DXCM / DexCom, Inc. 0.01 -3.82 0.52 22.82 0.0679 0.0064
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 0.42 0.52 11.78 0.0679 0.0002
ADBE / Adobe Inc. 0.00 -6.85 0.51 -6.08 0.0663 -0.0122
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF 0.01 7.78 0.49 19.13 0.0640 0.0042
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.49 4.69 0.0638 -0.0041
AXP / American Express Company 0.00 -7.84 0.48 9.43 0.0619 -0.0012
PM / Philip Morris International Inc. 0.00 6.82 0.47 22.57 0.0608 0.0056
MU / Micron Technology, Inc. 0.00 -2.95 0.47 37.57 0.0605 0.0116
PODD / Insulet Corporation 0.00 -0.61 0.46 18.97 0.0603 0.0039
IDXX / IDEXX Laboratories, Inc. 0.00 0.35 0.46 28.25 0.0602 0.0079
OKE / ONEOK, Inc. 0.01 -4.96 0.44 -21.77 0.0575 -0.0243
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.02 -1.38 0.44 9.23 0.0570 -0.0011
QCOM / QUALCOMM Incorporated 0.00 7.82 0.44 12.05 0.0568 0.0002
PFE / Pfizer Inc. 0.02 8.96 0.43 4.08 0.0565 -0.0038
CRWD / CrowdStrike Holdings, Inc. 0.00 1.91 0.43 47.28 0.0564 0.0138
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF 0.02 -7.59 0.43 -0.47 0.0554 -0.0066
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -18.56 0.42 -9.74 0.0542 -0.0127
CVX / Chevron Corporation 0.00 -13.03 0.40 -25.56 0.0523 -0.0259
GILD / Gilead Sciences, Inc. 0.00 3.10 0.40 2.05 0.0518 -0.0047
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 0.18 0.39 10.54 0.0505 -0.0003
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF 0.01 -18.48 0.39 -18.49 0.0505 -0.0185
BLK / BlackRock, Inc. 0.00 0.38 0.0494 0.0494
COF / Capital One Financial Corporation 0.00 0.38 0.0490 0.0490
ED / Consolidated Edison, Inc. 0.00 -0.03 0.38 -9.18 0.0489 -0.0111
ABT / Abbott Laboratories 0.00 10.29 0.37 13.03 0.0485 0.0008
T / AT&T Inc. 0.01 0.05 0.37 2.20 0.0485 -0.0042
WFC / Wells Fargo & Company 0.00 -2.82 0.37 8.21 0.0481 -0.0013
MRK / Merck & Co., Inc. 0.00 3.99 0.37 -8.25 0.0477 -0.0102
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.02 0.00 0.37 0.27 0.0477 -0.0052
LIN / Linde plc 0.00 -0.64 0.37 0.00 0.0477 -0.0053
ROK / Rockwell Automation, Inc. 0.00 21.22 0.36 56.03 0.0471 0.0135
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -0.25 0.35 2.02 0.0459 -0.0042
ETN / Eaton Corporation plc 0.00 3.89 0.35 36.43 0.0458 0.0084
NEE / NextEra Energy, Inc. 0.00 -2.74 0.34 -4.76 0.0442 -0.0074
DUK / Duke Energy Corporation 0.00 -6.53 0.33 -9.73 0.0435 -0.0100
DHR / Danaher Corporation 0.00 -11.36 0.33 -14.65 0.0433 -0.0131
MTD / Mettler-Toledo International Inc. 0.00 1.44 0.33 0.92 0.0429 -0.0044
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.32 10.96 0.0422 -0.0001
PEG / Public Service Enterprise Group Incorporated 0.00 21.92 0.32 24.71 0.0420 0.0045
APP / AppLovin Corporation 0.00 0.33 0.32 32.51 0.0419 0.0067
RJF / Raymond James Financial, Inc. 0.00 -0.43 0.32 9.69 0.0413 -0.0005
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.00 0.32 23.35 0.0412 0.0040
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 -15.52 0.32 0.00 0.0412 -0.0047
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.01 -0.44 0.32 0.32 0.0409 -0.0045
PGR / The Progressive Corporation 0.00 -3.08 0.31 -8.55 0.0404 -0.0088
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.00 0.31 8.42 0.0402 -0.0012
MELI / MercadoLibre, Inc. 0.00 -1.69 0.30 31.74 0.0394 0.0061
TJX / The TJX Companies, Inc. 0.00 3.33 0.30 4.50 0.0394 -0.0025
VZ / Verizon Communications Inc. 0.01 -9.74 0.30 -13.83 0.0389 -0.0114
GEV / GE Vernova Inc. 0.00 0.30 0.0388 0.0388
EMR / Emerson Electric Co. 0.00 2.48 0.30 24.79 0.0386 0.0041
CMCSA / Comcast Corporation 0.01 -6.14 0.29 -9.40 0.0377 -0.0085
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.01 -11.74 0.29 -1.37 0.0373 -0.0048
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 1.99 0.28 3.31 0.0366 -0.0028
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.28 0.0359 0.0359
GD / General Dynamics Corporation 0.00 8.52 0.27 16.31 0.0352 0.0015
PH / Parker-Hannifin Corporation 0.00 -2.51 0.27 12.45 0.0352 0.0002
AMP / Ameriprise Financial, Inc. 0.00 -17.96 0.27 -9.70 0.0352 -0.0081
BSX / Boston Scientific Corporation 0.00 0.60 0.27 7.17 0.0351 -0.0014
RCL / Royal Caribbean Cruises Ltd. 0.00 0.27 0.0350 0.0350
BK / The Bank of New York Mellon Corporation 0.00 0.03 0.27 8.54 0.0348 -0.0008
PINS / Pinterest, Inc. 0.01 2.13 0.27 18.22 0.0346 0.0020
CMG / Chipotle Mexican Grill, Inc. 0.00 0.27 0.27 12.24 0.0346 0.0003
SPGI / S&P Global Inc. 0.00 -0.20 0.26 3.57 0.0339 -0.0025
BKNG / Booking Holdings Inc. 0.00 0.00 0.26 25.60 0.0339 0.0039
VEEV / Veeva Systems Inc. 0.00 -3.22 0.26 20.37 0.0338 0.0025
MS / Morgan Stanley 0.00 4.67 0.26 26.24 0.0333 0.0040
BA / The Boeing Company 0.00 2.90 0.25 26.50 0.0329 0.0039
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.01 0.00 0.25 0.00 0.0327 -0.0037
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.18 0.25 5.49 0.0325 -0.0019
LOW / Lowe's Companies, Inc. 0.00 -3.25 0.24 -7.92 0.0318 -0.0067
CVNA / Carvana Co. 0.00 0.24 0.0317 0.0317
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 0.09 0.24 0.41 0.0316 -0.0034
CAT / Caterpillar Inc. 0.00 -8.63 0.24 7.56 0.0315 -0.0011
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund 0.01 -4.73 0.24 7.59 0.0313 -0.0011
UTRE / The RBB Fund, Inc. - F/m US Treasury 3 Year Note ETF 0.00 0.00 0.24 0.42 0.0311 -0.0033
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF 0.00 0.00 0.24 0.00 0.0309 -0.0034
IAU / iShares Gold Trust 0.00 0.00 0.24 5.80 0.0309 -0.0016
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 -63.86 0.24 -52.99 0.0307 -0.0420
PEP / PepsiCo, Inc. 0.00 -5.60 0.24 -16.96 0.0306 -0.0104
CB / Chubb Limited 0.00 2.79 0.23 -1.68 0.0305 -0.0039
HUBS / HubSpot, Inc. 0.00 -12.89 0.23 -14.96 0.0303 -0.0094
TRV / The Travelers Companies, Inc. 0.00 -4.43 0.23 -3.36 0.0300 -0.0045
MCK / McKesson Corporation 0.00 0.23 0.0296 0.0296
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 0.00 0.23 6.60 0.0294 -0.0013
AMAT / Applied Materials, Inc. 0.00 0.22 0.0292 0.0292
SO / The Southern Company 0.00 -4.65 0.22 -5.11 0.0291 -0.0049
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund 0.00 0.00 0.22 3.72 0.0290 -0.0021
WM / Waste Management, Inc. 0.00 1.04 0.22 0.00 0.0289 -0.0033
ZBRA / Zebra Technologies Corporation 0.00 -0.28 0.22 8.96 0.0285 -0.0006
ACN / Accenture plc 0.00 -21.33 0.21 -24.91 0.0279 -0.0133
KR / The Kroger Co. 0.00 0.21 0.0270 0.0270
TT / Trane Technologies plc 0.00 0.21 0.0268 0.0268
TMUS / T-Mobile US, Inc. 0.00 -1.81 0.21 -12.34 0.0268 -0.0072
WELL / Welltower Inc. 0.00 0.21 0.0267 0.0267
CVS / CVS Health Corporation 0.00 0.20 0.0263 0.0263
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 0.20 0.0263 0.0263
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 0.20 0.0263 0.0263
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 0.20 0.0262 0.0262
TXN / Texas Instruments Incorporated 0.00 -18.69 0.20 -6.10 0.0261 -0.0048
HUM / Humana Inc. 0.00 0.61 0.20 -6.98 0.0261 -0.0051
SYK / Stryker Corporation 0.00 0.20 0.0260 0.0260
BLND / Blend Labs, Inc. 0.03 -0.44 0.10 -1.90 0.0134 -0.0018
RIG / Transocean Ltd. 0.01 0.03 0.0039 0.0039
UWV / W&T Offshore, Inc. 0.01 0.02 0.0028 0.0028
STRO / Sutro Biopharma, Inc. 0.01 0.01 0.0010 0.0010
SBUX / Starbucks Corporation 0.00 -100.00 0.00 0.0000
MO / Altria Group, Inc. 0.00 -100.00 0.00 0.0000
TSCO / Tractor Supply Company 0.00 -100.00 0.00 0.0000
LMT / Lockheed Martin Corporation 0.00 -100.00 0.00 0.0000
PEV / Phoenix Motor Inc. 0.00 -100.00 0.00 0.0000
OCEA / Ocean Biomedical, Inc. 0.00 -100.00 0.00 0.0000
QVCGB / QVC Group Inc. 0.00 -100.00 0.00 0.0000
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.00 -100.00 0.00 0.0000
AIG / American International Group, Inc. 0.00 -100.00 0.00 0.0000
UNP / Union Pacific Corporation 0.00 -100.00 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.00 -100.00 0.00 0.0000
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 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
KVUE / Kenvue Inc. 0.00 -100.00 0.00 0.0000
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF 0.00 -100.00 0.00 0.0000
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.00 -100.00 0.00 0.0000