Mga Batayang Estadistika
Nilai Portofolio $ 478,409,422
Posisi Saat Ini 168
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Cambridge Advisors Inc. telah mengungkapkan total kepemilikan 168 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 478,409,422 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Cambridge Advisors Inc. adalah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) , iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) , and Microsoft Corporation (US:MSFT) . Posisi baru Cambridge Advisors Inc. meliputi: First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF (US:AIRR) , .

Cambridge Advisors Inc. - 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 84.19 17.5980 1.3670
0.03 14.39 3.0081 0.6170
0.30 18.63 3.8952 0.4835
0.03 7.83 1.6364 0.2747
0.04 11.89 2.4858 0.2365
0.02 3.19 0.6668 0.2275
0.05 5.02 1.0493 0.2268
0.25 7.41 1.5488 0.1519
0.01 1.99 0.4165 0.1379
0.01 0.57 0.1185 0.1185
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
0.65 47.72 9.9753 -0.7231
0.04 7.78 1.6271 -0.3510
0.00 10.93 2.2851 -0.3382
0.02 8.97 1.8758 -0.3258
0.02 6.82 1.4254 -0.2455
0.13 3.45 0.7214 -0.2192
0.02 1.80 0.3754 -0.1724
0.25 12.31 2.5735 -0.1196
0.01 2.92 0.6102 -0.1097
0.01 2.40 0.5017 -0.1073
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-16 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
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.15 2.79 84.19 13.61 17.5980 1.3670
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.65 -2.53 47.72 -2.30 9.9753 -0.7231
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.58 -5.19 32.95 6.34 6.8864 0.1005
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.30 12.56 18.63 19.64 3.8952 0.4835
MSFT / Microsoft Corporation 0.03 -0.51 14.39 31.82 3.0081 0.6170
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.25 -1.26 12.31 0.13 2.5735 -0.1196
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.04 4.72 11.89 15.80 2.4858 0.2365
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 10.93 -8.72 2.2851 -0.3382
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.18 -1.30 9.88 3.69 2.0652 -0.0218
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.17 2.98 9.80 2.46 2.0475 -0.0465
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.20 -2.15 9.65 6.93 2.0168 0.0403
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.12 0.73 9.57 2.16 1.9994 -0.0514
BRK.B / Berkshire Hathaway Inc. 0.02 -2.11 8.97 -10.72 1.8758 -0.3258
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.03 17.83 7.83 25.93 1.6364 0.2747
AAPL / Apple Inc. 0.04 -6.68 7.78 -13.80 1.6271 -0.3510
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.25 -0.40 7.41 16.18 1.5488 0.1519
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.04 -1.39 7.27 4.04 1.5192 -0.0109
AMGN / Amgen Inc. 0.02 -0.26 6.82 -10.61 1.4254 -0.2455
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.07 3.48 6.50 1.80 1.3589 -0.0401
FBTC / Fidelity Wise Origin Bitcoin Fund 0.05 2.37 5.02 33.69 1.0493 0.2268
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.15 2.57 4.66 9.85 0.9746 0.0450
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.13 -15.21 3.45 -19.63 0.7214 -0.2192
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.14 -1.13 3.27 9.42 0.6826 0.0290
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.13 0.70 3.20 4.68 0.6690 -0.0008
NVDA / NVIDIA Corporation 0.02 9.10 3.19 59.10 0.6668 0.2275
BSTP / Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF 0.09 -3.14 3.03 3.41 0.6340 -0.0084
CAT / Caterpillar Inc. 0.01 -17.94 2.98 -3.40 0.6235 -0.0529
AAAU / Goldman Sachs Physical Gold ETF 0.09 0.23 2.92 6.06 0.6111 0.0074
UNP / Union Pacific Corporation 0.01 -8.80 2.92 -11.17 0.6102 -0.1097
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF 0.14 2.34 2.80 -0.53 0.5848 -0.0313
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -1.32 2.70 16.01 0.5651 0.0548
SPY / SPDR S&P 500 ETF 0.00 -0.44 2.52 9.97 0.5258 0.0248
ACN / Accenture plc 0.01 -9.88 2.40 -13.67 0.5017 -0.1073
LOW / Lowe's Companies, Inc. 0.01 -7.35 2.40 -11.85 0.5008 -0.0945
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.04 -0.84 2.27 -0.74 0.4753 -0.0265
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.52 2.21 6.73 0.4611 0.0084
META / Meta Platforms, Inc. 0.00 -18.55 2.02 4.30 0.4213 -0.0020
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.09 0.31 2.00 12.08 0.4171 0.0271
ORCL / Oracle Corporation 0.01 0.16 1.99 56.60 0.4165 0.1379
GLW / Corning Incorporated 0.04 -0.15 1.87 14.71 0.3913 0.0338
DHR / Danaher Corporation 0.01 -4.21 1.86 -7.73 0.3895 -0.0527
JNJ / Johnson & Johnson 0.01 -2.31 1.85 -10.06 0.3869 -0.0637
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.02 -29.18 1.80 -28.20 0.3754 -0.1724
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.05 4.17 1.77 4.25 0.3692 -0.0020
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.02 43.88 1.69 45.10 0.3531 0.0981
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -0.60 1.68 4.34 0.3517 -0.0016
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.06 -0.08 1.62 6.99 0.3394 0.0070
NAPR / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April 0.03 0.00 1.62 6.92 0.3393 0.0068
ABBV / AbbVie Inc. 0.01 -0.21 1.62 -11.60 0.3376 -0.0625
GOOGL / Alphabet Inc. 0.01 -16.29 1.55 -4.61 0.3242 -0.0319
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.03 0.00 1.51 14.10 0.3163 0.0257
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 0.24 1.50 4.76 0.3128 -0.0001
V / Visa Inc. 0.00 -14.80 1.46 -13.65 0.3055 -0.0653
JPM / JPMorgan Chase & Co. 0.01 -9.05 1.46 7.53 0.3046 0.0077
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 1.45 17.67 0.3036 0.0332
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.02 0.30 1.43 0.99 0.2983 -0.0111
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.05 -2.02 1.37 5.78 0.2871 0.0027
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.02 1.84 1.37 13.29 0.2869 0.0216
EFA / iShares Trust - iShares MSCI EAFE ETF 0.02 0.00 1.36 9.35 0.2837 0.0119
EME / EMCOR Group, Inc. 0.00 0.00 1.35 44.71 0.2829 0.0780
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -0.61 1.35 7.51 0.2813 0.0071
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 0.02 -4.96 1.33 10.91 0.2785 0.0153
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.02 -1.14 1.19 -1.09 0.2477 -0.0147
CSCO / Cisco Systems, Inc. 0.02 -5.28 1.18 6.48 0.2473 0.0040
ORLY / O'Reilly Automotive, Inc. 0.01 1,223.99 1.15 -16.68 0.2402 -0.0620
ADP / Automatic Data Processing, Inc. 0.00 -5.71 1.15 -4.82 0.2396 -0.0242
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.04 -25.90 1.14 -22.52 0.2389 -0.0841
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 -7.24 1.09 0.74 0.2270 -0.0092
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.01 0.00 1.08 4.85 0.2262 0.0003
DOGG / First Trust Exchange-Traded Fund IV - FT Vest DJIA Dogs 10 Target Income ETF 0.05 1.02 1.04 -3.60 0.2184 -0.0189
ITW / Illinois Tool Works Inc. 0.00 0.00 1.03 -0.29 0.2146 -0.0110
PG / The Procter & Gamble Company 0.01 -0.39 1.03 -6.81 0.2145 -0.0269
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF 0.03 73.12 1.00 82.30 0.2089 0.0887
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF 0.02 -24.77 0.99 -24.66 0.2076 -0.0813
AMZN / Amazon.com, Inc. 0.00 -10.56 0.98 3.17 0.2039 -0.0033
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF 0.03 -6.49 0.98 10.29 0.2038 0.0101
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.04 -5.10 0.94 5.05 0.1957 0.0005
ABT / Abbott Laboratories 0.01 0.32 0.93 2.87 0.1952 -0.0037
AXP / American Express Company 0.00 0.00 0.93 18.67 0.1940 0.0225
GLD / SPDR Gold Trust 0.00 -1.70 0.92 4.08 0.1921 -0.0015
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.00 -2.98 0.91 27.93 0.1897 0.0343
ROP / Roper Technologies, Inc. 0.00 -3.09 0.89 -6.91 0.1860 -0.0232
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF 0.05 -3.83 0.89 -2.63 0.1856 -0.0143
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.02 0.00 0.85 -4.06 0.1777 -0.0165
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.82 9.72 0.1724 0.0078
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF 0.02 3.07 0.82 2.88 0.1718 -0.0030
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.03 -0.25 0.80 -0.13 0.1669 -0.0081
XOM / Exxon Mobil Corporation 0.01 0.01 0.79 -9.41 0.1651 -0.0257
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF 0.02 -4.41 0.75 1.62 0.1571 -0.0050
SDVD / First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 0.04 65.79 0.72 70.55 0.1502 0.0578
BUCK / Simplify Exchange Traded Funds - Simplify Treasury Option Income ETF 0.03 44.17 0.72 38.22 0.1498 0.0361
CVX / Chevron Corporation 0.00 -12.37 0.70 -25.03 0.1461 -0.0580
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 0.00 0.70 0.00 0.1460 -0.0069
SBUX / Starbucks Corporation 0.01 0.01 0.68 -6.63 0.1415 -0.0172
RTX / RTX Corporation 0.00 -9.78 0.67 -0.59 0.1408 -0.0075
TUA / Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF 0.03 0.61 0.67 0.90 0.1408 -0.0054
UNH / UnitedHealth Group Incorporated 0.00 0.00 0.66 -40.41 0.1384 -0.1051
KO / The Coca-Cola Company 0.01 0.39 0.66 -0.91 0.1373 -0.0078
COST / Costco Wholesale Corporation 0.00 -18.45 0.66 -14.58 0.1372 -0.0312
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.02 0.00 0.65 -0.76 0.1367 -0.0077
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 0.00 152.84 0.65 210.53 0.1358 0.0900
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF 0.02 -9.14 0.64 -0.77 0.1347 -0.0075
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.01 0.00 0.64 0.31 0.1339 -0.0060
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.01 0.00 0.64 3.23 0.1338 -0.0020
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.01 0.00 0.64 0.31 0.1335 -0.0058
MRK / Merck & Co., Inc. 0.01 -5.68 0.64 -16.84 0.1333 -0.0346
PEP / PepsiCo, Inc. 0.00 -31.51 0.59 -39.70 0.1242 -0.0916
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -2.67 0.59 7.51 0.1229 0.0032
MAXI / Simplify Exchange Traded Funds - Simplify Bitcoin Strategy PLUS Income ETF 0.02 3.07 0.59 54.62 0.1226 0.0395
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF 0.02 10.32 0.58 -0.34 0.1213 -0.0062
WFC / Wells Fargo & Company 0.01 -1.37 0.57 10.04 0.1192 0.0057
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF 0.01 0.57 0.1185 0.1185
NXPI / NXP Semiconductors N.V. 0.00 -10.53 0.56 2.96 0.1165 -0.0022
GOOG / Alphabet Inc. 0.00 -1.62 0.53 11.65 0.1103 0.0068
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.01 0.00 0.52 0.19 0.1085 -0.0051
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.50 2.24 0.1053 -0.0025
QCOM / QUALCOMM Incorporated 0.00 1.84 0.49 5.43 0.1016 0.0008
MDT / Medtronic plc 0.01 0.00 0.47 -2.88 0.0987 -0.0079
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF 0.02 -5.92 0.46 0.00 0.0970 -0.0045
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly 0.01 0.00 0.45 6.07 0.0950 0.0011
IBM / International Business Machines Corporation 0.00 2.36 0.45 21.41 0.0937 0.0128
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January 0.01 -0.24 0.44 6.10 0.0910 0.0010
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.00 -36.31 0.43 -29.82 0.0906 -0.0446
IAU / iShares Gold Trust 0.01 -0.27 0.43 5.62 0.0904 0.0006
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.00 0.43 -1.15 0.0902 -0.0054
BLK / BlackRock, Inc. 0.00 0.00 0.43 10.68 0.0890 0.0049
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF 0.01 -5.15 0.42 -2.55 0.0879 -0.0065
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August 0.01 -2.47 0.39 5.16 0.0810 0.0003
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.00 -6.48 0.38 13.25 0.0788 0.0060
XDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December 0.01 0.00 0.37 5.67 0.0780 0.0006
VDE / Vanguard World Fund - Vanguard Energy ETF 0.00 -38.27 0.37 -43.26 0.0765 -0.0649
IGLD / First Trust Exchange-Traded Fund - FT Vest Gold Strategy Target Income ETF 0.02 0.87 0.36 4.36 0.0751 -0.0003
ITB / iShares Trust - iShares U.S. Home Construction ETF 0.00 0.00 0.35 -1.94 0.0740 -0.0052
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.00 0.35 23.57 0.0724 0.0109
PANW / Palo Alto Networks, Inc. 0.00 1.82 0.34 22.42 0.0719 0.0102
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF 0.01 0.00 0.34 10.46 0.0708 0.0037
CARR / Carrier Global Corporation 0.00 -9.83 0.34 4.04 0.0702 -0.0005
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June 0.01 -0.10 0.33 6.51 0.0685 0.0012
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.01 0.07 0.33 4.14 0.0684 -0.0004
USB / U.S. Bancorp 0.01 0.00 0.33 7.24 0.0683 0.0015
BA / The Boeing Company 0.00 0.00 0.31 23.14 0.0657 0.0097
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May 0.01 0.00 0.31 8.10 0.0643 0.0019
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF 0.01 0.00 0.31 2.34 0.0641 -0.0016
FDX / FedEx Corporation 0.00 -21.93 0.30 -27.16 0.0634 -0.0279
GRMN / Garmin Ltd. 0.00 0.00 0.30 -3.82 0.0633 -0.0057
YGLD / Simplify Exchange Traded Funds - Simplify Gold Strategy PLUS Income ETF 0.01 22.46 0.30 45.41 0.0630 0.0175
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 0.01 0.00 0.30 11.48 0.0630 0.0037
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.01 -0.04 0.30 8.79 0.0622 0.0023
TGT / Target Corporation 0.00 -0.99 0.30 -6.62 0.0621 -0.0074
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.01 0.04 0.29 -1.35 0.0613 -0.0040
DE / Deere & Company 0.00 0.00 0.29 8.30 0.0601 0.0020
DHDG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF 0.01 -14.66 0.28 -9.90 0.0591 -0.0096
GILD / Gilead Sciences, Inc. 0.00 0.00 0.27 -1.09 0.0568 -0.0034
INTC / Intel Corporation 0.01 -14.26 0.27 -15.41 0.0563 -0.0135
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.01 0.00 0.27 2.68 0.0561 -0.0013
FTRI / First Trust Exchange-Traded Fund II - First Trust Indxx Global Natural Resources Income ETF 0.02 0.26 0.26 7.76 0.0552 0.0015
DX / Dynex Capital, Inc. 0.02 9.92 0.26 3.23 0.0536 -0.0008
MCD / McDonald's Corporation 0.00 -5.51 0.25 -11.66 0.0524 -0.0097
MMM / 3M Company 0.00 0.00 0.24 3.51 0.0495 -0.0005
BDX / Becton, Dickinson and Company 0.00 0.00 0.24 -24.84 0.0494 -0.0194
EWG / iShares, Inc. - iShares MSCI Germany ETF 0.01 0.00 0.24 14.08 0.0493 0.0040
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.01 0.00 0.23 11.00 0.0486 0.0028
PINK / Simplify Exchange Traded Funds - Simplify Health Care ETF 0.01 8.67 0.23 11.17 0.0480 0.0028
BX / Blackstone Inc. 0.00 0.00 0.22 7.18 0.0469 0.0010
CLX / The Clorox Company 0.00 0.00 0.22 -18.32 0.0467 -0.0133
MO / Altria Group, Inc. 0.00 3.60 0.22 0.91 0.0466 -0.0016
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF 0.00 0.05 0.22 6.83 0.0460 0.0010
KMB / Kimberly-Clark Corporation 0.00 0.00 0.20 -9.05 0.0420 -0.0066
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund 0.00 -100.00 0.00 0.0000
FTV / Fortive Corporation 0.00 -100.00 0.00 0.0000
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -100.00 0.00 0.0000
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July 0.00 -100.00 0.00 0.0000
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May 0.00 -100.00 0.00 0.0000
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000