Mga Batayang Estadistika
Nilai Portofolio $ 517,909,184
Posisi Saat Ini 221
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Drucker Wealth 3.0, LLC telah mengungkapkan total kepemilikan 221 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 517,909,184 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Drucker Wealth 3.0, LLC adalah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) , Vanguard Index Funds - Vanguard Small-Cap ETF (US:VB) , Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , and Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) . Posisi baru Drucker Wealth 3.0, LLC meliputi: Pacer Funds Trust - Pacer US Cash Cows 100 ETF (US:COWZ) , iShares Trust - iShares MSCI EAFE ETF (US:EFA) , iShares Trust - iShares U.S. Treasury Bond ETF (US:GOVT) , Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF (US:IVOG) , and SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF (US:SPMB) .

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
0.12 7.07 0.7054 0.7054
0.07 6.22 0.6210 0.6210
0.01 6.54 0.6533 0.5415
0.01 1.68 0.3247 0.3247
0.03 2.03 0.3919 0.2805
0.08 1.81 0.1802 0.1802
0.07 1.55 0.1545 0.1545
0.08 2.17 0.2165 0.1494
0.02 1.41 0.1409 0.1409
0.02 1.37 0.1369 0.1369
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
0.39 28.85 2.8793 -3.7125
0.08 17.02 1.6993 -2.3682
0.10 13.57 1.3547 -2.3221
0.06 17.42 1.7391 -1.9416
0.07 15.19 1.5157 -1.8978
0.09 22.06 2.2017 -1.7093
0.25 14.30 1.4275 -1.6106
0.02 11.01 1.0985 -1.5156
0.03 7.84 0.7825 -1.2052
0.03 8.72 0.8704 -1.1615
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-24 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 0.09 -3.67 48.93 7.52 9.4473 -0.5682
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.39 -3.21 28.85 -3.69 2.8793 -3.7125
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.09 13.00 22.06 24.12 2.2017 -1.7093
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.06 -6.88 17.42 4.19 1.7391 -1.9416
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.08 -13.58 17.02 -7.88 1.6993 -2.3682
AAPL / Apple Inc. 0.07 3.00 15.19 -2.10 1.5157 -1.8978
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.25 -8.11 14.30 3.60 1.4275 -1.6106
VAIGX / Vanguard Advice Select International Growth Fund 0.10 -22.36 13.57 -18.75 1.3547 -2.3221
MSFT / Microsoft Corporation 0.02 17.92 12.23 58.17 1.2211 -0.4812
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.02 -25.75 11.01 -7.34 1.0985 -1.5156
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.12 5.26 9.48 15.55 0.9465 -0.8596
JPM / JPMorgan Chase & Co. 0.03 -18.18 8.72 -5.55 0.8704 -1.1615
VTV / Vanguard Index Funds - Vanguard Value ETF 0.05 -0.45 8.61 2.72 0.8593 -0.9853
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF 0.11 -1.64 8.39 -1.69 0.8369 -1.0404
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.03 -20.76 7.84 -13.20 0.7825 -1.2052
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.12 7.07 0.7054 0.7054
PM / Philip Morris International Inc. 0.04 -6.39 6.95 4.97 0.6941 -0.7640
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 -11.59 6.69 5.52 0.6681 -0.7281
AMZN / Amazon.com, Inc. 0.03 -4.51 6.64 11.70 0.6624 -0.6453
QQQ / Invesco QQQ Trust, Series 1 0.01 986.43 6.54 1,190.73 0.6533 0.5415
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.04 19.97 6.27 80.34 0.6262 -0.1396
EFA / iShares Trust - iShares MSCI EAFE ETF 0.07 6.22 0.6210 0.6210
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.12 -15.95 5.88 -7.88 0.5872 -0.8181
META / Meta Platforms, Inc. 0.01 -16.74 5.24 5.84 0.5228 -0.5663
WFC / Wells Fargo & Company 0.06 -27.55 4.86 -17.45 0.4850 -0.8106
XOM / Exxon Mobil Corporation 0.04 -6.64 4.73 -10.66 0.4726 -0.6939
BLK / BlackRock, Inc. 0.00 -10.42 4.68 3.04 0.4673 -0.5326
SPY / SPDR S&P 500 ETF 0.01 -0.06 4.14 11.50 0.4134 -0.4041
ENB / Enbridge Inc. 0.09 -25.33 3.95 -26.21 0.3945 -0.7843
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.07 -16.37 3.69 -15.59 0.3687 -0.5944
ETR / Entergy Corporation 0.04 -25.09 3.62 -28.63 0.3613 -0.7550
BRK.B / Berkshire Hathaway Inc. 0.01 -12.33 3.57 -21.16 0.3564 -0.6403
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.03 80.29 3.52 101.95 0.3518 -0.0324
GOOGL / Alphabet Inc. 0.02 -3.87 3.41 9.79 0.3405 -0.3433
KO / The Coca-Cola Company 0.05 -8.41 3.30 -11.16 0.3298 -0.4885
APD / Air Products and Chemicals, Inc. 0.01 -28.15 3.13 -28.33 0.3120 -0.6476
LAMR / Lamar Advertising Company 0.02 -32.57 3.06 -26.24 0.3050 -0.6067
TXN / Texas Instruments Incorporated 0.01 12.17 3.04 35.05 0.3039 -0.1922
SBUX / Starbucks Corporation 0.03 -27.41 2.84 -29.52 0.2834 -0.6031
DUK / Duke Energy Corporation 0.02 -22.25 2.82 -25.31 0.2816 -0.5498
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.04 173.13 2.80 200.43 0.2792 0.0743
AMGN / Amgen Inc. 0.01 -9.06 2.66 -13.43 0.2650 -0.4101
MDT / Medtronic plc 0.03 -32.10 2.61 -32.76 0.2608 -0.5944
CMCSA / Comcast Corporation 0.07 -39.68 2.51 -41.77 0.2509 -0.6992
TFC / Truist Financial Corporation 0.05 -23.14 2.44 -15.64 0.2434 -0.3929
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.01 257.09 2.39 271.23 0.2383 0.0968
BDX / Becton, Dickinson and Company 0.01 -14.44 2.38 -34.45 0.2376 -0.5616
BKNG / Booking Holdings Inc. 0.00 -27.32 2.35 -10.56 0.2350 -0.3443
V / Visa Inc. 0.01 -17.68 2.28 -16.00 0.2280 -0.3704
WEC / WEC Energy Group, Inc. 0.02 -5.33 2.19 -9.50 0.2188 -0.3141
VZ / Verizon Communications Inc. 0.05 -7.79 2.18 -13.38 0.2177 -0.3365
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.08 2,306.54 2.17 677.42 0.2165 0.1494
AMT / American Tower Corporation 0.01 -23.69 2.16 -22.19 0.2159 -0.3960
ORCL / Oracle Corporation 0.01 -18.39 2.14 37.63 0.2132 -0.1284
GOOG / Alphabet Inc. 0.01 -8.93 2.11 3.54 0.2104 -0.2376
JNJ / Johnson & Johnson 0.01 121.03 2.10 108.45 0.2093 -0.0123
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.50 -31.61 2.07 -25.34 0.2061 -0.4027
CSCO / Cisco Systems, Inc. 0.03 257.23 2.03 300.99 0.3919 0.2805
AMAT / Applied Materials, Inc. 0.01 171.42 2.03 265.70 0.2023 0.0802
GSK / GSK plc - Depositary Receipt (Common Stock) 0.05 -36.44 2.01 -35.95 0.2005 -0.4896
OMC / Omnicom Group Inc. 0.03 -20.54 1.97 -30.52 0.1971 -0.4284
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 -4.17 1.97 -2.13 0.1970 -0.2467
GPC / Genuine Parts Company 0.01 -28.14 1.85 -24.45 0.1842 -0.3534
HD / The Home Depot, Inc. 0.00 218.40 1.84 222.50 0.1832 0.0579
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.08 1.81 0.1802 0.1802
PFE / Pfizer Inc. 0.07 -18.62 1.73 -17.90 0.1722 -0.2904
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.05 170.83 1.71 179.12 0.1708 0.0359
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF 0.01 1.68 0.3247 0.3247
FIS / Fidelity National Information Services, Inc. 0.02 -25.52 1.65 -20.21 0.1652 -0.2912
SCHW / The Charles Schwab Corporation 0.02 -38.13 1.64 -27.04 0.1632 -0.3300
UPS / United Parcel Service, Inc. 0.02 -21.86 1.61 -27.47 0.1606 -0.3274
AVGO / Broadcom Inc. 0.01 53.41 1.60 154.60 0.1601 0.0215
NEE / NextEra Energy, Inc. 0.02 234.14 1.59 247.26 0.1584 0.0578
CVX / Chevron Corporation 0.01 313.18 1.56 278.45 0.1561 0.0650
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 -25.89 1.55 3.55 0.1545 -0.1746
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF 0.07 1.55 0.1545 0.1545
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.05 109.84 1.52 136.55 0.1519 0.0104
PG / The Procter & Gamble Company 0.01 147.21 1.49 128.68 0.1489 0.0052
HII / Huntington Ingalls Industries, Inc. 0.01 -25.85 1.45 -9.53 0.1449 -0.2083
TSLA / Tesla, Inc. 0.00 34.43 1.43 53.48 0.1430 -0.0624
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.03 60.01 1.42 72.77 0.1413 -0.0390
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.02 1.41 0.1409 0.1409
NYF / iShares Trust - iShares New York Muni Bond ETF 0.03 42.63 1.39 41.12 0.1388 -0.0781
MA / Mastercard Incorporated 0.00 -22.05 1.39 -19.66 0.1387 -0.2420
SYY / Sysco Corporation 0.02 1.37 0.1369 0.1369
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.02 -11.35 1.22 -0.89 0.1217 -0.1492
QCOM / QUALCOMM Incorporated 0.01 29.36 1.22 34.29 0.1216 -0.0782
FAST / Fastenal Company 0.03 653.93 1.18 323.02 0.1175 0.0561
NFLX / Netflix, Inc. 0.00 53.49 1.11 112.28 0.1105 -0.0042
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.03 1.10 0.1097 0.1097
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 -25.57 1.08 -25.61 0.1073 -0.2107
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.02 1.06 0.1058 0.1058
T / AT&T Inc. 0.04 207.89 1.05 206.12 0.1048 0.0293
EIX / Edison International 0.02 -45.98 1.04 -53.61 0.1035 -0.3880
GRMN / Garmin Ltd. 0.00 0.97 0.0965 0.0965
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 -31.03 0.97 -32.09 0.0964 -0.2164
EMR / Emerson Electric Co. 0.01 0.96 0.0963 0.0963
SCCO / Southern Copper Corporation 0.01 0.95 0.0951 0.0951
KMI / Kinder Morgan, Inc. 0.03 352.25 0.94 340.85 0.0937 0.0468
HON / Honeywell International Inc. 0.00 67.15 0.91 88.75 0.0905 -0.0154
IBM / International Business Machines Corporation 0.00 43.55 0.89 67.67 0.0886 -0.0281
UNH / UnitedHealth Group Incorporated 0.00 93.09 0.88 11.68 0.0878 -0.0856
WMB / The Williams Companies, Inc. 0.01 0.86 0.0859 0.0859
ABBV / AbbVie Inc. 0.00 168.78 0.86 144.99 0.0853 0.0084
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF 0.03 0.85 0.0850 0.0850
ES / Eversource Energy 0.01 0.85 0.0848 0.0848
MO / Altria Group, Inc. 0.01 -12.14 0.84 -15.45 0.0842 -0.1354
ACN / Accenture plc 0.00 180.17 0.81 167.77 0.0805 0.0141
LLY / Eli Lilly and Company 0.00 36.86 0.80 30.54 0.0794 -0.0547
PSA / Public Storage 0.00 0.79 0.0791 0.0791
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 -16.64 0.78 -7.58 0.0779 -0.1080
GIS / General Mills, Inc. 0.01 0.77 0.0764 0.0764
PAYX / Paychex, Inc. 0.01 0.76 0.0758 0.0758
PAGP / Plains GP Holdings, L.P. - Limited Partnership 0.04 -29.44 0.76 -35.30 0.0754 -0.1817
PHM / PulteGroup, Inc. 0.01 0.75 0.0744 0.0744
COR / Cencora, Inc. 0.00 -34.48 0.75 -29.32 0.0744 -0.1576
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.02 0.74 0.0737 0.0737
AXP / American Express Company 0.00 14.07 0.72 34.64 0.0722 -0.0461
MRK / Merck & Co., Inc. 0.01 176.20 0.71 158.33 0.0712 0.0103
ADI / Analog Devices, Inc. 0.00 -25.19 0.70 -10.01 0.0701 -0.1015
CHKP / Check Point Software Technologies Ltd. 0.00 -36.27 0.70 -35.34 0.0696 -0.1677
PNC / The PNC Financial Services Group, Inc. 0.00 0.69 0.0693 0.0693
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.01 12.83 0.69 23.04 0.0688 -0.0545
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 -19.49 0.69 -11.23 0.0687 -0.1019
BK / The Bank of New York Mellon Corporation 0.01 -16.57 0.69 -7.42 0.0685 -0.0947
TROW / T. Rowe Price Group, Inc. 0.01 0.68 0.0682 0.0682
CMI / Cummins Inc. 0.00 0.66 0.0661 0.0661
EBAY / eBay Inc. 0.01 -21.85 0.66 -11.91 0.0657 -0.0989
CRM / Salesforce, Inc. 0.00 -25.70 0.65 -25.00 0.0650 -0.1261
WMT / Walmart Inc. 0.01 17.22 0.65 29.17 0.0650 -0.0459
COST / Costco Wholesale Corporation 0.00 45.03 0.64 50.47 0.0644 -0.0299
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.01 0.64 0.0638 0.0638
BAC / Bank of America Corporation 0.01 -5.86 0.62 5.80 0.0619 -0.0673
MMM / 3M Company 0.00 0.62 0.0616 0.0616
MCK / McKesson Corporation 0.00 -20.79 0.61 -14.41 0.0611 -0.0963
CME / CME Group Inc. 0.00 0.60 0.0603 0.0603
DIS / The Walt Disney Company 0.00 -43.12 0.59 -30.52 0.0592 -0.1285
ADSK / Autodesk, Inc. 0.00 -26.26 0.59 -13.40 0.0587 -0.0909
GD / General Dynamics Corporation 0.00 -27.96 0.56 -20.73 0.0562 -0.1001
DTM / DT Midstream, Inc. 0.01 0.55 0.0550 0.0550
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.01 -26.11 0.55 -24.55 0.0549 -0.1056
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.02 71.98 0.55 71.25 0.0548 -0.0157
PLTR / Palantir Technologies Inc. 0.00 43.09 0.55 143.11 0.0546 0.0050
CHRD / Chord Energy Corporation 0.00 0.52 0.0522 0.0522
ELV / Elevance Health, Inc. 0.00 -42.07 0.52 -53.91 0.0518 -0.1957
RF / Regions Financial Corporation 0.02 0.51 0.0512 0.0512
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.02 111.84 0.51 138.68 0.0505 0.0038
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 16.53 0.50 30.10 0.0496 -0.0345
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 31.49 0.49 51.07 0.0494 -0.0227
XPRO / Expro Group Holdings N.V. 0.00 -22.05 0.49 -39.68 0.0493 -0.1310
COP / ConocoPhillips 0.01 -27.23 0.48 -34.52 0.0478 -0.1130
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 2.97 0.47 2.60 0.0473 -0.0544
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -3.01 0.47 4.88 0.0473 -0.0522
RTX / RTX Corporation 0.00 -4.32 0.47 5.59 0.0472 -0.0514
MC / Moelis & Company 0.01 0.47 0.0466 0.0466
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -2.14 0.46 4.75 0.0463 -0.0511
IQV / IQVIA Holdings Inc. 0.00 -44.22 0.45 -48.76 0.0454 -0.1497
CUBE / CubeSmart 0.01 0.44 0.0436 0.0436
AAL / American Airlines Group Inc. 0.04 0.43 0.0432 0.0432
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.00 0.43 18.84 0.0428 -0.0367
PSX / Phillips 66 0.00 0.43 0.0426 0.0426
ADBE / Adobe Inc. 0.00 -33.80 0.43 -35.55 0.0426 -0.1030
FBTC / Fidelity Wise Origin Bitcoin Fund 0.00 -3.24 0.42 31.23 0.0416 -0.0283
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.01 -28.15 0.41 -27.94 0.0410 -0.0845
STAG / STAG Industrial, Inc. 0.01 0.40 0.0404 0.0404
DPZ / Domino's Pizza, Inc. 0.00 0.40 0.0403 0.0403
OWL / Blue Owl Capital Inc. 0.02 0.40 0.0403 0.0403
CRWD / CrowdStrike Holdings, Inc. 0.00 0.40 0.0396 0.0396
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.01 -15.21 0.40 -11.80 0.0395 -0.0595
HSY / The Hershey Company 0.00 0.39 0.0390 0.0390
PEP / PepsiCo, Inc. 0.00 -3.28 0.38 -13.13 0.0377 -0.0580
VICI / VICI Properties Inc. 0.01 0.37 0.0374 0.0374
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -8.07 0.36 2.54 0.0364 -0.0418
KMX / CarMax, Inc. 0.01 -64.68 0.36 -69.55 0.0362 -0.2255
SNA / Snap-on Incorporated 0.00 0.36 0.0360 0.0360
KEY / KeyCorp 0.02 0.35 0.0344 0.0344
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.01 -36.82 0.34 -37.11 0.0344 -0.0861
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 -3.81 0.34 1.18 0.0341 -0.0404
NOW / ServiceNow, Inc. 0.00 0.34 0.0341 0.0341
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.01 0.34 0.0336 0.0336
ECL / Ecolab Inc. 0.00 -13.56 0.34 -8.47 0.0335 -0.0472
MAA / Mid-America Apartment Communities, Inc. 0.00 0.34 0.0334 0.0334
AMD / Advanced Micro Devices, Inc. 0.00 0.33 0.0331 0.0331
JHG / Janus Henderson Group plc 0.01 0.32 0.0324 0.0324
VEEV / Veeva Systems Inc. 0.00 -27.95 0.32 -11.72 0.0324 -0.0484
DKNG / DraftKings Inc. 0.01 -5.45 0.32 21.67 0.0320 -0.0259
APH / Amphenol Corporation 0.00 0.31 0.0312 0.0312
GE / General Electric Company 0.00 21.18 0.31 51.47 0.0309 -0.0140
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 0.31 0.0308 0.0308
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -16.40 0.30 -10.85 0.0303 -0.0447
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF 0.00 0.30 0.0586 0.0586
SNY / Sanofi - Depositary Receipt (Common Stock) 0.01 -37.64 0.30 -45.02 0.0297 -0.0897
INTU / Intuit Inc. 0.00 0.29 0.0291 0.0291
MMC / Marsh & McLennan Companies, Inc. 0.00 44.33 0.29 26.87 0.0288 -0.0214
ABNB / Airbnb, Inc. 0.00 0.29 0.0287 0.0287
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.00 -14.69 0.29 -5.59 0.0287 -0.0383
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 0.28 0.0284 0.0284
APAM / Artisan Partners Asset Management Inc. 0.01 0.28 0.0284 0.0284
VBLTX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Long-Term Bond Index Fund 0.00 -44.30 0.28 -45.79 0.0283 -0.0866
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.27 0.0273 0.0273
NOC / Northrop Grumman Corporation 0.00 0.27 0.0266 0.0266
XEL / Xcel Energy Inc. 0.00 0.27 0.0265 0.0265
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 -14.14 0.25 -3.80 0.0253 -0.0328
NEM / Newmont Corporation 0.00 0.25 0.0252 0.0252
ROK / Rockwell Automation, Inc. 0.00 0.25 0.0250 0.0250
FMC / FMC Corporation 0.01 0.25 0.0247 0.0247
BX / Blackstone Inc. 0.00 0.24 0.0241 0.0241
GM / General Motors Company 0.00 0.24 0.0236 0.0236
MCD / McDonald's Corporation 0.00 13.25 0.23 5.94 0.0233 -0.0250
PWR / Quanta Services, Inc. 0.00 0.23 0.0229 0.0229
TJX / The TJX Companies, Inc. 0.00 0.23 0.0226 0.0226
CAT / Caterpillar Inc. 0.00 0.23 0.0225 0.0225
CFG / Citizens Financial Group, Inc. 0.00 0.22 0.0225 0.0225
CTAS / Cintas Corporation 0.00 0.22 0.0222 0.0222
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 0.00 0.22 0.0218 0.0218
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 -56.04 0.21 -56.17 0.0213 -0.0856
RHI / Robert Half Inc. 0.00 0.21 0.0210 0.0210
TFPM / Triple Flag Precious Metals Corp. 0.01 0.21 0.0205 0.0205
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.01 0.20 0.0203 0.0203
CI / The Cigna Group 0.00 0.20 0.0201 0.0201
HLN / Haleon plc - Depositary Receipt (Common Stock) 0.01 0.12 0.0117 0.0117
TMUS / T-Mobile US, Inc. 0.00 -100.00 0.00 0.0000
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF 0.00 -100.00 0.00 0.0000
NR / NPK International Inc. 0.00 -100.00 0.00 0.0000
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.00 -100.00 0.00 0.0000
NNY / Nuveen New York Municipal Value Fund 0.00 -100.00 0.00 0.0000
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 -100.00 0.00 0.0000