Mga Batayang Estadistika
Nilai Portofolio $ 1,100,245,718
Posisi Saat Ini 285
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

RMR Wealth Builders telah mengungkapkan total kepemilikan 285 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 1,100,245,718 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama RMR Wealth Builders adalah Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Vanguard Index Funds - Vanguard Value ETF (US:VIVA.X) , iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) , and iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) . Posisi baru RMR Wealth Builders meliputi: iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF (US:NEAR) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF (US:BBAG) , iShares Trust - iShares U.S. Equity Factor ETF (CL:LRGF CL) , American Century ETF Trust - Avantis International Equity ETF (US:AVDE) , and iShares Trust - iShares U.S. Small-Cap Equity Factor ETF (US:SMLF) .

RMR Wealth Builders - 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
0.25 40.01 3.6367 0.7632
0.06 15.44 1.4030 0.4336
0.05 25.28 2.2980 0.3678
0.02 2.57 0.2339 0.2339
0.23 99.27 9.0229 0.1765
0.03 1.76 0.1601 0.1601
0.02 2.10 0.1913 0.1340
0.01 6.92 0.6289 0.1222
0.45 10.85 0.9864 0.1221
0.01 8.88 0.8072 0.0953
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
0.50 89.52 8.1364 -0.5107
0.13 26.12 2.3741 -0.4405
1.38 85.66 7.7855 -0.2909
0.14 26.78 2.4343 -0.2660
0.26 27.12 2.4650 -0.1954
0.17 17.91 1.6283 -0.1727
0.35 17.43 1.5839 -0.1568
0.86 17.16 1.5598 -0.1405
0.00 0.79 0.0715 -0.1191
0.17 97.91 8.8991 -0.0964
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-08 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
(%)
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.23 -0.21 99.27 18.11 9.0229 0.1765
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.17 3.33 97.91 14.56 8.8991 -0.0964
VIVA.X / Vanguard Index Funds - Vanguard Value ETF 0.50 5.92 89.52 8.96 8.1364 -0.5107
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 1.38 5.02 85.66 11.63 7.7855 -0.2909
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.58 5.45 48.12 16.37 4.3733 0.0212
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.10 -0.40 44.01 17.11 3.9996 0.0448
NVDA / NVIDIA Corporation 0.25 0.54 40.01 46.56 3.6367 0.7632
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.26 6.55 27.12 7.30 2.4650 -0.1954
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.14 1.13 26.78 4.40 2.4343 -0.2660
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.24 6.64 26.31 11.45 2.3910 -0.0933
AAPL / Apple Inc. 0.13 5.75 26.12 -2.32 2.3741 -0.4405
MSFT / Microsoft Corporation 0.05 4.05 25.28 37.87 2.2980 0.3678
MUB / iShares Trust - iShares National Muni Bond ETF 0.17 5.66 17.91 4.70 1.6283 -0.1727
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 0.35 6.64 17.43 5.37 1.5839 -0.1568
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 0.86 6.05 17.16 6.23 1.5598 -0.1405
AMZN / Amazon.com, Inc. 0.07 2.01 15.87 17.63 1.4420 0.0224
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.31 8.43 15.47 9.96 1.4060 -0.0747
AVGO / Broadcom Inc. 0.06 1.80 15.44 67.60 1.4030 0.4336
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 0.16 7.28 15.17 8.83 1.3783 -0.0883
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.45 31.94 10.85 32.16 0.9864 0.1221
JPM / JPMorgan Chase & Co. 0.04 4.69 10.22 23.73 0.9285 0.0595
SPY / SPDR S&P 500 ETF 0.02 5.37 9.97 16.39 0.9057 0.0045
META / Meta Platforms, Inc. 0.01 2.53 8.88 31.32 0.8072 0.0953
MDY / SPDR S&P MidCap 400 ETF Trust 0.01 2.25 8.32 8.57 0.7561 -0.0503
IWM / iShares Trust - iShares Russell 2000 ETF 0.04 0.73 7.96 8.96 0.7232 -0.0454
NFLX / Netflix, Inc. 0.01 0.10 6.92 43.76 0.6289 0.1222
V / Visa Inc. 0.02 1.68 6.22 3.01 0.5655 -0.0702
QQQ / Invesco QQQ Trust, Series 1 0.01 3.34 6.19 21.58 0.5624 0.0267
BRK.B / Berkshire Hathaway Inc. 0.01 47.26 5.60 34.33 0.5089 0.0702
EFA / iShares Trust - iShares MSCI EAFE ETF 0.06 0.11 5.45 9.50 0.4957 -0.0286
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.02 0.01 5.15 22.67 0.4678 0.0261
COST / Costco Wholesale Corporation 0.00 1.56 4.82 6.31 0.4381 -0.0391
HD / The Home Depot, Inc. 0.01 5.35 4.67 5.39 0.4245 -0.0419
CRWD / CrowdStrike Holdings, Inc. 0.01 3.37 4.53 49.36 0.4120 0.0925
GOOG / Alphabet Inc. 0.02 2.08 4.11 15.93 0.3738 0.0003
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.17 8.49 4.11 20.10 0.3731 0.0133
LLY / Eli Lilly and Company 0.01 5.63 4.05 -0.30 0.3680 -0.0594
XOM / Exxon Mobil Corporation 0.04 1.44 4.04 -8.04 0.3672 -0.0953
TSLA / Tesla, Inc. 0.01 1.78 4.00 24.75 0.3638 0.0261
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 0.14 18.27 3.61 18.67 0.3283 0.0079
CEG / Constellation Energy Corporation 0.01 -0.13 3.53 59.87 0.3209 0.0885
BX / Blackstone Inc. 0.02 15.99 3.47 24.16 0.3158 0.0212
ISRG / Intuitive Surgical, Inc. 0.01 6.64 3.38 17.01 0.3070 0.0032
VZ / Verizon Communications Inc. 0.08 4.30 3.26 -0.49 0.2966 -0.0486
ANET / Arista Networks Inc 0.03 2.55 3.21 35.38 0.2922 0.0423
GOOGL / Alphabet Inc. 0.02 5.34 3.16 20.06 0.2872 0.0101
CVX / Chevron Corporation 0.02 7.65 3.09 -7.87 0.2811 -0.0722
WMT / Walmart Inc. 0.03 -0.55 3.01 10.81 0.2739 -0.0124
IBM / International Business Machines Corporation 0.01 20.28 2.96 42.63 0.2691 0.0506
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.04 0.15 2.89 10.64 0.2628 -0.0122
GS / The Goldman Sachs Group, Inc. 0.00 -0.47 2.84 28.96 0.2582 0.0263
OEF / iShares Trust - iShares S&P 100 ETF 0.01 0.15 2.77 12.56 0.2517 -0.0073
AXP / American Express Company 0.01 4.73 2.68 24.17 0.2434 0.0164
MA / Mastercard Incorporated 0.00 4.04 2.62 6.69 0.2378 -0.0203
PG / The Procter & Gamble Company 0.02 13.13 2.60 5.73 0.2364 -0.0224
CRM / Salesforce, Inc. 0.01 7.66 2.59 9.41 0.2357 -0.0138
PSX / Phillips 66 0.02 2.57 0.2339 0.2339
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.03 0.01 2.44 0.16 0.2222 -0.0347
INTU / Intuit Inc. 0.00 4.59 2.42 34.24 0.2202 0.0302
AMT / American Tower Corporation 0.01 4.53 2.37 6.19 0.2154 -0.0195
WM / Waste Management, Inc. 0.01 5.65 2.32 4.41 0.2111 -0.0230
VRTX / Vertex Pharmaceuticals Incorporated 0.01 5.48 2.27 -3.16 0.2064 -0.0404
UBER / Uber Technologies, Inc. 0.02 9.40 2.26 40.06 0.2056 0.0356
ORCL / Oracle Corporation 0.01 11.10 2.25 73.84 0.2048 0.0683
LIN / Linde plc 0.00 12.49 2.22 13.34 0.2017 -0.0044
MMM / 3M Company 0.01 6.55 2.20 10.47 0.1996 -0.0097
BLK / BlackRock, Inc. 0.00 0.14 2.19 10.99 0.1993 -0.0086
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -2.80 2.13 2.01 0.1934 -0.0261
AMD / Advanced Micro Devices, Inc. 0.01 -12.60 2.12 20.70 0.1925 0.0078
PLTR / Palantir Technologies Inc. 0.02 139.47 2.10 286.76 0.1913 0.1340
TJX / The TJX Companies, Inc. 0.02 7.20 2.08 8.69 0.1888 -0.0123
MCD / McDonald's Corporation 0.01 7.91 2.08 0.92 0.1887 -0.0278
DUK / Duke Energy Corporation 0.02 7.65 2.07 4.18 0.1881 -0.0210
MMC / Marsh & McLennan Companies, Inc. 0.01 -0.69 2.06 -11.04 0.1875 -0.0565
LMT / Lockheed Martin Corporation 0.00 17.26 2.03 21.60 0.1848 0.0088
MLM / Martin Marietta Materials, Inc. 0.00 8.81 2.01 24.98 0.1823 0.0133
ACN / Accenture plc 0.01 7.28 1.88 2.79 0.1706 -0.0217
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.02 72.04 1.87 80.50 0.1700 0.0609
NOW / ServiceNow, Inc. 0.00 12.94 1.85 45.86 0.1680 0.0346
FIS / Fidelity National Information Services, Inc. 0.02 6.62 1.83 16.22 0.1668 0.0006
QCOM / QUALCOMM Incorporated 0.01 8.85 1.81 12.88 0.1649 -0.0043
CME / CME Group Inc. 0.01 0.43 1.80 4.35 0.1636 -0.0180
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 4.27 1.76 26.04 0.1602 0.0130
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.03 1.76 0.1601 0.1601
PECO / Phillips Edison & Company, Inc. 0.05 4.43 1.75 0.23 0.1591 -0.0247
HON / Honeywell International Inc. 0.01 1.10 1.74 11.22 0.1577 -0.0066
GLW / Corning Incorporated 0.03 6.86 1.73 22.77 0.1573 0.0089
CMCSA / Comcast Corporation 0.05 -3.55 1.65 -6.71 0.1503 -0.0363
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.06 21.32 1.65 22.22 0.1500 0.0078
KO / The Coca-Cola Company 0.02 1.30 1.48 0.00 0.1347 -0.0212
ABBV / AbbVie Inc. 0.01 -4.79 1.47 -15.64 0.1334 -0.0498
TMO / Thermo Fisher Scientific Inc. 0.00 24.57 1.45 1.47 0.1317 -0.0186
GILD / Gilead Sciences, Inc. 0.01 3.84 1.44 2.79 0.1307 -0.0166
REGN / Regeneron Pharmaceuticals, Inc. 0.00 27.70 1.44 5.75 0.1305 -0.0125
PEG / Public Service Enterprise Group Incorporated 0.02 0.12 1.43 2.36 0.1302 -0.0170
CB / Chubb Limited 0.00 4.52 1.38 0.29 0.1251 -0.0194
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.01 1.82 1.36 -5.96 0.1233 -0.0286
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.03 -0.83 1.34 4.29 0.1215 -0.0134
TWLO / Twilio Inc. 0.01 -0.04 1.29 27.04 0.1174 0.0103
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.01 6.43 1.27 15.06 0.1153 -0.0007
GM / General Motors Company 0.03 -0.39 1.23 4.23 0.1120 -0.0124
SHOP / Shopify Inc. 0.01 2.55 1.23 23.97 0.1119 0.0073
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 -7.82 1.20 25.76 0.1092 0.0087
ICE / Intercontinental Exchange, Inc. 0.01 -0.16 1.16 6.22 0.1056 -0.0096
PNC / The PNC Financial Services Group, Inc. 0.01 1.81 1.15 7.96 0.1049 -0.0076
CSGP / CoStar Group, Inc. 0.01 -0.22 1.12 1.27 0.1015 -0.0146
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.04 16.57 1.07 24.80 0.0975 0.0070
CMG / Chipotle Mexican Grill, Inc. 0.02 -1.77 1.05 9.81 0.0957 -0.0052
GWRE / Guidewire Software, Inc. 0.00 0.00 1.03 25.64 0.0936 0.0073
TXN / Texas Instruments Incorporated 0.00 -15.23 1.03 -2.10 0.0933 -0.0170
COP / ConocoPhillips 0.01 442.87 1.01 363.76 0.0919 0.0690
BAC / Bank of America Corporation 0.02 -5.64 1.00 6.94 0.0910 -0.0075
DIS / The Walt Disney Company 0.01 31.50 1.00 65.28 0.0905 0.0271
C / Citigroup Inc. 0.01 4.33 1.00 25.16 0.0904 0.0067
COF / Capital One Financial Corporation 0.00 14.70 0.98 36.07 0.0889 0.0133
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF 0.02 0.97 0.0882 0.0882
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 172.79 0.93 202.60 0.0848 0.0523
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 0.70 0.92 0.77 0.0835 -0.0125
BSX / Boston Scientific Corporation 0.01 -1.32 0.91 5.06 0.0831 -0.0085
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.04 45.64 0.91 62.72 0.0826 0.0238
MRK / Merck & Co., Inc. 0.01 -8.22 0.90 -19.05 0.0819 -0.0353
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.02 0.89 0.0813 0.0813
CSX / CSX Corporation 0.03 3.03 0.88 14.25 0.0803 -0.0011
CVS / CVS Health Corporation 0.01 -2.22 0.88 -0.45 0.0802 -0.0131
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF 0.04 0.19 0.87 0.58 0.0792 -0.0119
LRGF CL / iShares Trust - iShares U.S. Equity Factor ETF 0.01 0.87 0.0790 0.0790
MS / Morgan Stanley 0.01 59.46 0.86 92.63 0.0785 0.0313
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 -10.60 0.86 17.99 0.0781 0.0014
PANW / Palo Alto Networks, Inc. 0.00 -1.67 0.85 17.96 0.0777 0.0014
MPWR / Monolithic Power Systems, Inc. 0.00 -1.35 0.85 24.34 0.0776 0.0054
TFC / Truist Financial Corporation 0.02 1.66 0.83 6.18 0.0750 -0.0068
PCAR / PACCAR Inc 0.01 -1.17 0.82 -3.54 0.0744 -0.0149
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.02 34.49 0.80 49.72 0.0728 0.0164
JNJ / Johnson & Johnson 0.01 6.86 0.79 -1.62 0.0720 -0.0127
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF 0.01 -0.34 0.79 25.04 0.0718 0.0053
ADBE / Adobe Inc. 0.00 -56.94 0.79 -56.57 0.0715 -0.1191
MAIN / Main Street Capital Corporation 0.01 -7.80 0.78 -3.60 0.0706 -0.0143
HLT / Hilton Worldwide Holdings Inc. 0.00 -0.68 0.78 16.34 0.0705 0.0003
UNP / Union Pacific Corporation 0.00 -0.09 0.75 -2.72 0.0684 -0.0130
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 0.73 -8.77 0.0662 -0.0178
BKNG / Booking Holdings Inc. 0.00 0.00 0.72 25.57 0.0652 0.0051
DOCU / DocuSign, Inc. 0.01 0.00 0.71 -4.32 0.0645 -0.0136
SCHW / The Charles Schwab Corporation 0.01 3.19 0.71 20.31 0.0641 0.0024
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.02 0.00 0.69 6.61 0.0632 -0.0054
FAST / Fastenal Company 0.02 101.17 0.69 8.83 0.0628 -0.0039
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.01 -3.48 0.69 -12.37 0.0625 -0.0201
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.01 0.00 0.69 0.44 0.0624 -0.0095
TTD / The Trade Desk, Inc. 0.01 -14.11 0.66 12.99 0.0602 -0.0015
LOW / Lowe's Companies, Inc. 0.00 5.08 0.65 -0.15 0.0592 -0.0094
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund 0.06 0.00 0.64 -3.77 0.0580 -0.0118
EA / Electronic Arts Inc. 0.00 -0.26 0.62 10.14 0.0563 -0.0029
COIN / Coinbase Global, Inc. 0.00 6.61 0.61 117.63 0.0550 0.0256
MELI / MercadoLibre, Inc. 0.00 -0.91 0.57 32.71 0.0517 0.0066
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 0.02 -8.83 0.54 0.56 0.0494 -0.0075
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 0.00 0.54 0.75 0.0487 -0.0072
PM / Philip Morris International Inc. 0.00 5.46 0.53 20.96 0.0483 0.0021
RGLD / Royal Gold, Inc. 0.00 0.24 0.53 9.05 0.0482 -0.0030
NEE / NextEra Energy, Inc. 0.01 -5.14 0.53 -7.18 0.0482 -0.0119
MRVL / Marvell Technology, Inc. 0.01 -2.64 0.53 22.27 0.0480 0.0026
EBGEF / Enbridge Inc. - Preferred Stock 0.01 0.87 0.52 3.15 0.0476 -0.0058
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.01 0.52 0.0472 0.0472
TRU / TransUnion 0.01 0.00 0.52 5.93 0.0471 -0.0043
TYL / Tyler Technologies, Inc. 0.00 0.00 0.52 1.97 0.0470 -0.0064
ETN / Eaton Corporation plc 0.00 -5.83 0.51 23.61 0.0467 0.0030
MBB / iShares Trust - iShares MBS ETF 0.01 0.50 0.0458 0.0458
CAT / Caterpillar Inc. 0.00 -15.50 0.50 -0.60 0.0456 -0.0075
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.01 -2.83 0.49 0.20 0.0449 -0.0069
HUM / Humana Inc. 0.00 -2.05 0.49 -9.59 0.0446 -0.0125
ED / Consolidated Edison, Inc. 0.00 30.10 0.49 18.00 0.0442 0.0008
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.26 0.47 10.77 0.0430 -0.0020
NXJ / Nuveen New Jersey Quality Municipal Income Fund 0.04 -5.54 0.47 -8.79 0.0425 -0.0115
DXCM / DexCom, Inc. 0.01 0.00 0.46 27.82 0.0422 0.0040
ULTA / Ulta Beauty, Inc. 0.00 0.00 0.45 27.61 0.0412 0.0038
MKTX / MarketAxess Holdings Inc. 0.00 3.47 0.45 6.86 0.0411 -0.0035
GLD / SPDR Gold Trust 0.00 41.79 0.45 49.67 0.0409 0.0093
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.01 0.00 0.44 -1.34 0.0402 -0.0069
DOW / Dow Inc. 0.02 -0.24 0.44 -24.39 0.0397 -0.0211
CSCO / Cisco Systems, Inc. 0.01 8.76 0.43 22.38 0.0393 0.0021
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 3.29 0.43 -2.05 0.0392 -0.0072
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.01 -3.57 0.43 -2.95 0.0389 -0.0075
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -2.95 0.42 9.16 0.0379 -0.0023
MIDD / The Middleby Corporation 0.00 0.00 0.41 -5.29 0.0375 -0.0083
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 10.30 0.41 30.99 0.0373 0.0043
GE / General Electric Company 0.00 27.87 0.41 64.26 0.0372 0.0110
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.01 0.41 0.0371 0.0371
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF 0.00 -0.42 0.41 18.31 0.0370 0.0008
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 0.44 0.40 4.97 0.0365 -0.0038
T / AT&T Inc. 0.01 9.02 0.40 11.48 0.0362 -0.0014
FTNT / Fortinet, Inc. 0.00 -3.29 0.39 6.25 0.0356 -0.0032
KEYS / Keysight Technologies, Inc. 0.00 -6.95 0.39 1.84 0.0353 -0.0049
PYPL / PayPal Holdings, Inc. 0.01 -3.47 0.38 9.83 0.0346 -0.0018
IRM / Iron Mountain Incorporated 0.00 0.00 0.38 18.93 0.0343 0.0009
SHW / The Sherwin-Williams Company 0.00 -0.64 0.38 -2.34 0.0341 -0.0063
BA / The Boeing Company 0.00 3.31 0.37 26.96 0.0339 0.0030
TMUS / T-Mobile US, Inc. 0.00 0.00 0.37 -10.82 0.0338 -0.0100
LYB / LyondellBasell Industries N.V. 0.01 0.38 0.37 -17.49 0.0335 -0.0135
MCHP / Microchip Technology Incorporated 0.01 -5.04 0.36 37.79 0.0329 0.0053
OLED / Universal Display Corporation 0.00 0.00 0.36 10.77 0.0327 -0.0015
HTGC / Hercules Capital, Inc. 0.02 2.20 0.36 -2.71 0.0327 -0.0062
LRCX / Lam Research Corporation 0.00 -4.09 0.36 28.78 0.0326 0.0032
TER / Teradyne, Inc. 0.00 -5.01 0.36 3.49 0.0324 -0.0039
MU / Micron Technology, Inc. 0.00 4.77 0.35 48.74 0.0322 0.0071
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF 0.01 0.35 0.0322 0.0322
LHX / L3Harris Technologies, Inc. 0.00 0.79 0.35 20.55 0.0321 0.0013
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -0.14 0.35 -6.18 0.0318 -0.0075
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 -3.38 0.35 8.46 0.0315 -0.0021
MDLZ / Mondelez International, Inc. 0.01 3.59 0.34 3.01 0.0311 -0.0039
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.01 -0.71 0.34 0.59 0.0310 -0.0047
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -7.23 0.34 2.10 0.0309 -0.0041
BTC / Grayscale Bitcoin Mini Trust 0.01 0.34 0.0308 0.0308
INTF / iShares Trust - iShares International Equity Factor ETF 0.01 0.34 0.0307 0.0307
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.01 0.34 0.0306 0.0306
MCK / McKesson Corporation 0.00 1.33 0.34 10.20 0.0305 -0.0015
RPM / RPM International Inc. 0.00 0.00 0.33 -4.91 0.0299 -0.0066
EW / Edwards Lifesciences Corporation 0.00 -0.12 0.33 7.89 0.0299 -0.0022
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund 0.01 9.73 0.32 9.97 0.0291 -0.0016
SNAP / Snap Inc. 0.04 0.00 0.32 -0.32 0.0288 -0.0046
AMAT / Applied Materials, Inc. 0.00 0.71 0.31 27.24 0.0285 0.0025
UNH / UnitedHealth Group Incorporated 0.00 -8.39 0.31 -45.47 0.0285 -0.0319
FI / Fiserv, Inc. 0.00 -1.42 0.31 -23.08 0.0283 -0.0143
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 0.31 0.0282 0.0282
APO / Apollo Global Management, Inc. 0.00 8.31 0.31 12.09 0.0279 -0.0009
AOS / A. O. Smith Corporation 0.00 -4.63 0.31 -4.37 0.0278 -0.0059
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 0.10 0.30 13.43 0.0277 -0.0006
DE / Deere & Company 0.00 0.30 0.0276 0.0276
SMG / The Scotts Miracle-Gro Company 0.00 0.00 0.30 20.24 0.0276 0.0010
ODFL / Old Dominion Freight Line, Inc. 0.00 -6.41 0.30 -8.18 0.0276 -0.0072
XYZ / Block, Inc. 0.00 10.80 0.30 38.53 0.0275 0.0045
MAR / Marriott International, Inc. 0.00 -0.45 0.30 14.02 0.0274 -0.0004
CAVA / CAVA Group, Inc. 0.00 23.77 0.30 20.56 0.0273 0.0011
RTX / RTX Corporation 0.00 3.56 0.30 14.23 0.0270 -0.0004
FRO / Frontline plc 0.02 2.35 0.29 11.54 0.0264 -0.0010
ARES / Ares Management Corporation 0.00 10.13 0.29 30.18 0.0264 0.0029
IT / Gartner, Inc. 0.00 0.56 0.29 -3.36 0.0262 -0.0051
TREX / Trex Company, Inc. 0.01 0.00 0.29 -6.23 0.0260 -0.0062
CHKP / Check Point Software Technologies Ltd. 0.00 0.00 0.28 -2.74 0.0258 -0.0050
ELAN / Elanco Animal Health Incorporated 0.02 0.00 0.28 36.23 0.0257 0.0038
DIVB / iShares Trust - iShares Core Dividend ETF 0.01 -2.98 0.28 0.72 0.0255 -0.0038
AVXC / American Century ETF Trust - Avantis Emerging Markets ex-China Equity ETF 0.00 0.27 0.0246 0.0246
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.01 0.01 0.27 2.66 0.0246 -0.0032
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 -14.84 0.27 -4.68 0.0241 -0.0052
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 -9.03 0.26 -9.28 0.0241 -0.0066
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 0.13 0.26 10.46 0.0241 -0.0011
MPC / Marathon Petroleum Corporation 0.00 -0.13 0.26 13.85 0.0239 -0.0004
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock) 0.00 0.00 0.26 17.04 0.0238 0.0003
BWA / BorgWarner Inc. 0.01 0.00 0.26 16.67 0.0236 0.0002
TEL / TE Connectivity plc 0.00 0.26 0.0233 0.0233
IEX / IDEX Corporation 0.00 -3.51 0.26 -6.59 0.0233 -0.0055
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund 0.01 -0.13 0.26 12.83 0.0232 -0.0006
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.01 0.00 0.25 0.00 0.0228 -0.0036
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF 0.01 0.25 0.0225 0.0225
DKNG / DraftKings Inc. 0.01 0.25 0.0224 0.0224
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 -15.72 0.25 -16.10 0.0223 -0.0085
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -0.46 0.25 -14.63 0.0223 -0.0079
KKR / KKR & Co. Inc. 0.00 0.24 0.0219 0.0219
RY / Royal Bank of Canada 0.00 0.00 0.24 16.59 0.0218 0.0002
ON / ON Semiconductor Corporation 0.00 0.24 0.0218 0.0218
INTC / Intel Corporation 0.01 -11.12 0.24 -12.27 0.0215 -0.0069
UBS / UBS Group AG 0.01 0.00 0.24 10.80 0.0215 -0.0010
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.00 0.23 0.0212 0.0212
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.23 0.0206 0.0206
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.23 8.65 0.0206 -0.0014
USMF / WisdomTree Trust - WisdomTree U.S. Multifactor Fund 0.00 -0.34 0.23 3.20 0.0206 -0.0026
XC / WisdomTree Trust - WisdomTree True Emerging Markets Fund 0.01 0.23 0.0205 0.0205
BCS / Barclays PLC - Depositary Receipt (Common Stock) 0.01 0.22 0.0203 0.0203
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF 0.00 -6.99 0.22 -3.48 0.0202 -0.0041
MO / Altria Group, Inc. 0.00 1.02 0.22 -1.35 0.0200 -0.0035
BNY / BlackRock New York Municipal Income Trust 0.02 -0.54 0.21 -5.75 0.0194 -0.0044
RACE / Ferrari N.V. 0.00 0.21 0.0194 0.0194
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.21 0.0193 0.0193
JCI / Johnson Controls International plc 0.00 0.21 0.0193 0.0193
KLAC / KLA Corporation 0.00 0.21 0.0191 0.0191
AER / AerCap Holdings N.V. 0.00 0.21 0.0189 0.0189
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 0.69 0.21 0.49 0.0187 -0.0028
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund 0.00 0.20 0.0186 0.0186
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 0.20 0.0185 0.0185
SIGI / Selective Insurance Group, Inc. 0.00 0.43 0.20 -5.16 0.0184 -0.0040
BMY / Bristol-Myers Squibb Company 0.00 -19.00 0.20 -38.65 0.0182 -0.0161
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.00 0.20 0.0182 0.0182
LBTYK / Liberty Global Ltd. 0.02 0.00 0.18 -13.79 0.0159 -0.0055
BCBP / BCB Bancorp, Inc. 0.01 1.90 0.12 -12.69 0.0107 -0.0035
SOUN / SoundHound AI, Inc. 0.01 0.11 0.0102 0.0102
VALE / Vale S.A. - Depositary Receipt (Common Stock) 0.01 0.00 0.10 -2.80 0.0095 -0.0018
PHK / PIMCO High Income Fund 0.01 2.37 0.06 0.00 0.0053 -0.0008
FBLG / FibroBiologics, Inc. 0.04 0.00 0.02 -32.35 0.0022 -0.0015
SPGI / S&P Global Inc. 0.00 -100.00 0.00 0.0000
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF 0.00 -100.00 0.00 0.0000
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.00 -100.00 0.00 0.0000
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 0.00 0.0000
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF 0.00 -100.00 0.00 0.0000
PLD / Prologis, Inc. 0.00 -100.00 0.00 0.0000
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 0.00 0.0000