Mga Batayang Estadistika
Nilai Portofolio $ 2,587,124,790
Posisi Saat Ini 316
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Gerber Kawasaki Wealth & Investment Management telah mengungkapkan total kepemilikan 316 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 2,587,124,790 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Gerber Kawasaki Wealth & Investment Management adalah Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF (US:QQQM) , NVIDIA Corporation (US:NVDA) , SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) , SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF (US:SPYV) , and The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund (US:XLK) . Posisi baru Gerber Kawasaki Wealth & Investment Management meliputi: iShares Trust - iShares Russell 2500 ETF (US:SMMD) , Capital Group Dividend Growers ETF (US:CGDG) , iShares, Inc. - iShares MSCI Germany ETF (US:EWG) , SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF (US:IBND) , and Tradeweb Markets Inc. (US:TW) .

Gerber Kawasaki Wealth & Investment 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
0.16 37.32 1.4424 1.1158
0.95 150.73 5.8263 1.0768
0.92 208.38 8.0544 0.7720
1.58 150.46 5.8156 0.6702
0.35 88.64 3.4262 0.3963
0.12 7.85 0.3036 0.3036
0.02 7.95 0.3074 0.2884
0.13 66.96 2.5882 0.2814
0.03 46.01 1.7785 0.2792
0.54 27.37 1.0578 0.2594
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
0.01 1.94 0.0751 -0.8286
0.38 77.53 2.9966 -0.7626
0.32 43.33 1.6748 -0.5181
0.85 84.39 3.2620 -0.5036
1.92 50.76 1.9621 -0.4575
2.10 109.74 4.2416 -0.3770
1.22 28.47 1.1005 -0.3062
0.26 45.32 1.7517 -0.2901
0.64 27.08 1.0469 -0.2797
0.17 5.89 0.2278 -0.2241
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-08-14 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
(%)
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.92 9.27 208.38 28.56 8.0544 0.7720
NVDA / NVIDIA Corporation 0.95 -2.19 150.73 42.59 5.8263 1.0768
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 1.58 10.77 150.46 31.38 5.8156 0.6702
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 2.10 4.16 109.74 6.75 4.2416 -0.3770
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.35 7.17 88.64 31.44 3.4262 0.3963
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 1.13 12.93 87.31 25.06 3.3747 0.2382
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.85 0.41 84.39 0.69 3.2620 -0.5036
AAPL / Apple Inc. 0.38 0.31 77.53 -7.34 2.9966 -0.7626
TSLA / Tesla, Inc. 0.22 -5.46 70.85 15.89 2.7387 -0.0083
MSFT / Microsoft Corporation 0.13 -1.58 66.96 30.42 2.5882 0.2814
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.26 7.70 56.48 18.54 2.1831 0.0424
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 1.07 3.57 56.21 8.90 2.1728 -0.1464
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 1.92 -0.55 50.76 -5.74 1.9621 -0.4575
GOOG / Alphabet Inc. 0.27 -0.14 47.06 13.38 1.8191 -0.0458
NFLX / Netflix, Inc. 0.03 -3.98 46.01 37.88 1.7785 0.2792
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF 0.26 -0.60 45.32 -0.28 1.7517 -0.2901
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.32 -3.84 43.33 -11.23 1.6748 -0.5181
AMZN / Amazon.com, Inc. 0.18 -0.93 39.69 14.24 1.5342 -0.0268
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF 1.34 1.08 39.18 1.74 1.5145 -0.2158
SOXX / iShares Trust - iShares Semiconductor ETF 0.16 304.65 37.32 413.30 1.4424 1.1158
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.34 5.57 36.74 18.79 1.4200 0.0306
CGGR / Capital Group Growth ETF 0.85 7.96 34.39 28.13 1.3291 0.1234
CGDV / Capital Group Dividend Value ETF 0.86 3.42 34.03 14.59 1.3153 -0.0189
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 1.22 -7.08 28.47 -9.07 1.1005 -0.3062
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.54 53.85 27.37 54.00 1.0578 0.2594
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.64 -12.23 27.08 -8.27 1.0469 -0.2797
IVV / iShares Trust - iShares Core S&P 500 ETF 0.04 3.80 25.96 14.69 1.0036 -0.0135
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.32 2.62 25.51 1.75 0.9860 -0.1404
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF 0.12 8.85 24.83 42.88 0.9599 0.1790
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.42 5.55 22.86 12.14 0.8838 -0.0322
GK / AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 0.91 1.34 21.66 24.27 0.8370 0.0541
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF 0.21 4.43 20.08 6.59 0.7762 -0.0702
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.14 5.83 20.08 19.11 0.7761 0.0187
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF 0.67 1.35 19.50 1.53 0.7537 -0.1092
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.40 2.46 18.99 2.96 0.7340 -0.0947
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0.43 1.99 17.95 0.94 0.6940 -0.1052
META / Meta Platforms, Inc. 0.02 25.78 16.33 61.07 0.6313 0.1757
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF 0.25 4.19 16.29 5.27 0.6297 -0.0656
QQQ / Invesco QQQ Trust, Series 1 0.03 -6.15 15.74 10.41 0.6086 -0.0321
SPY / SPDR S&P 500 ETF 0.03 0.89 15.56 11.44 0.6013 -0.0259
ORCL / Oracle Corporation 0.07 1.95 14.29 59.42 0.5525 0.1497
HD / The Home Depot, Inc. 0.04 -1.43 13.77 -1.40 0.5321 -0.0951
URTH / iShares, Inc. - iShares MSCI World ETF 0.08 3.34 13.51 14.27 0.5222 -0.0090
VICI / VICI Properties Inc. 0.39 -1.70 12.85 -1.76 0.4967 -0.0910
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF 0.39 41.44 12.63 56.17 0.4881 0.1248
DIS / The Walt Disney Company 0.10 -17.87 12.51 3.19 0.4834 -0.0611
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0.13 -14.84 12.36 -8.60 0.4776 -0.1298
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF 0.27 1.86 11.66 17.65 0.4506 0.0054
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.18 -1.44 11.48 2.57 0.4436 -0.0591
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.12 -0.76 11.41 -0.53 0.4409 -0.0743
AVGO / Broadcom Inc. 0.04 1.85 11.40 67.69 0.4407 0.1352
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 0.50 7.92 11.19 4.87 0.4325 -0.0469
BX / Blackstone Inc. 0.07 -0.54 11.03 6.44 0.4263 -0.0392
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.39 -4.95 9.86 -4.72 0.3813 -0.0839
BRK.B / Berkshire Hathaway Inc. 0.02 6.92 9.61 -2.48 0.3714 -0.0712
GOOGL / Alphabet Inc. 0.05 7.15 8.96 22.12 0.3463 0.0167
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.19 1.78 8.60 6.22 0.3322 -0.0314
IAU / iShares Gold Trust 0.13 10.17 7.96 16.53 0.3078 0.0008
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.02 1,497.02 7.95 1,780.38 0.3074 0.2884
SMMD / iShares Trust - iShares Russell 2500 ETF 0.12 7.85 0.3036 0.3036
GEV / GE Vernova Inc. 0.01 20.45 7.60 108.79 0.2938 0.1302
MUB / iShares Trust - iShares National Muni Bond ETF 0.07 10.44 7.45 9.43 0.2880 -0.0179
NTNX / Nutanix, Inc. 0.10 -4.90 7.42 4.14 0.2869 -0.0333
CGGO / Capital Group Global Growth Equity ETF 0.23 -1.02 7.42 11.71 0.2869 -0.0116
LLY / Eli Lilly and Company 0.01 22.30 7.38 15.45 0.2854 -0.0020
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.02 0.62 7.12 11.27 0.2751 -0.0123
CGUS / Capital Group Core Equity ETF 0.18 5.32 6.68 16.45 0.2581 0.0005
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.22 -18.74 6.67 -18.88 0.2578 -0.1116
FSK / FS KKR Capital Corp. 0.29 12.88 6.06 11.80 0.2344 -0.0093
MGM / MGM Resorts International 0.17 -49.50 5.89 -41.40 0.2278 -0.2241
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.08 -3.67 5.84 6.49 0.2259 -0.0207
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 4.48 5.35 15.49 0.2070 -0.0013
UBER / Uber Technologies, Inc. 0.06 -3.42 5.35 23.66 0.2069 0.0124
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 0.17 0.39 5.35 10.66 0.2068 -0.0104
JPM / JPMorgan Chase & Co. 0.02 9.08 5.16 28.90 0.1995 0.0196
TT / Trane Technologies plc 0.01 6.82 5.16 38.67 0.1995 0.0323
AXON / Axon Enterprise, Inc. 0.01 13.68 5.15 78.96 0.1989 0.0697
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF 0.05 70.86 4.86 70.83 0.1879 0.0600
SHOP / Shopify Inc. 0.04 195.37 4.85 257.17 0.1876 0.1265
COST / Costco Wholesale Corporation 0.00 20.19 4.84 25.82 0.1872 0.0142
ITB / iShares Trust - iShares U.S. Home Construction ETF 0.05 -17.73 4.82 -19.49 0.1863 -0.0827
FINX / Global X Funds - Global X FinTech ETF 0.14 12.01 4.67 39.08 0.1804 0.0296
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF 0.05 3.51 4.61 5.28 0.1780 -0.0185
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.11 81.47 4.54 84.18 0.1756 0.0647
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.12 11.89 4.52 14.01 0.1746 -0.0034
WMT / Walmart Inc. 0.04 8.56 4.06 20.93 0.1568 0.0061
IYF / iShares Trust - iShares U.S. Financials ETF 0.03 10.10 3.97 18.03 0.1536 0.0023
IBIT / iShares Bitcoin Trust ETF 0.06 3.35 3.49 35.16 0.1348 0.0189
PANW / Palo Alto Networks, Inc. 0.02 2.32 3.28 22.73 0.1267 0.0067
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.02 0.30 3.19 23.58 0.1232 0.0073
KTOS / Kratos Defense & Security Solutions, Inc. 0.07 38.55 3.16 116.79 0.1223 0.0567
ONON / On Holding AG 0.06 -8.17 3.12 8.82 0.1207 -0.0082
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.06 -2.57 3.09 -2.62 0.1194 -0.0231
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.03 -12.01 3.06 -14.71 0.1184 -0.0429
CGBL / Capital Group Core Balanced ETF 0.09 23.10 3.05 32.90 0.1180 0.0148
CRWD / CrowdStrike Holdings, Inc. 0.01 34.10 3.04 93.75 0.1174 0.0470
LPLA / LPL Financial Holdings Inc. 0.01 -0.01 3.00 14.62 0.1158 -0.0016
PFFD / Global X Funds - Global X U.S. Preferred ETF 0.15 17.10 2.75 15.83 0.1063 -0.0004
EFA / iShares Trust - iShares MSCI EAFE ETF 0.03 210.84 2.56 240.05 0.0991 0.0652
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF 0.06 163.94 2.51 217.07 0.0970 0.0614
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 1.49 2.48 9.77 0.0960 -0.0056
NOC / Northrop Grumman Corporation 0.00 -4.91 2.44 -7.15 0.0944 -0.0237
PLD / Prologis, Inc. 0.02 -8.60 2.36 -14.04 0.0911 -0.0321
V / Visa Inc. 0.01 2.57 2.28 3.92 0.0882 -0.0105
NEE / NextEra Energy, Inc. 0.03 -3.46 2.25 -5.47 0.0869 -0.0199
IOT / Samsara Inc. 0.05 0.00 2.15 3.82 0.0830 -0.0100
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.01 3.26 2.14 8.31 0.0826 -0.0060
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.07 -1.08 2.13 -0.42 0.0825 -0.0138
GLD / SPDR Gold Trust 0.01 5.59 2.11 11.67 0.0817 -0.0033
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.01 -3.55 2.10 1.74 0.0813 -0.0116
SYK / Stryker Corporation 0.01 8.80 2.09 15.64 0.0809 -0.0004
DLR / Digital Realty Trust, Inc. 0.01 -0.26 1.96 21.38 0.0759 0.0032
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0.01 -92.68 1.94 -90.35 0.0751 -0.8286
AMGN / Amgen Inc. 0.01 0.92 1.86 -9.57 0.0720 -0.0205
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February 0.04 1.23 1.83 7.21 0.0708 -0.0059
ABNB / Airbnb, Inc. 0.01 470.97 1.80 532.63 0.0697 0.0569
FLUT / Flutter Entertainment plc 0.01 7.33 1.79 38.45 0.0690 0.0111
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.30 1.74 18.56 0.0674 0.0013
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September 0.03 -0.23 1.68 7.56 0.0649 -0.0053
PLTR / Palantir Technologies Inc. 0.01 1.41 1.67 63.82 0.0646 0.0188
GENI / Genius Sports Limited 0.16 73.13 1.61 79.82 0.0624 0.0221
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF 0.01 -17.60 1.61 5.24 0.0621 -0.0065
DELL / Dell Technologies Inc. 0.01 -41.50 1.57 -21.30 0.0606 -0.0289
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF 0.02 -1.83 1.55 8.52 0.0601 -0.0043
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 5.40 1.55 7.79 0.0599 -0.0047
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF 0.04 -19.17 1.54 -20.70 0.0595 -0.0277
IBB / iShares Trust - iShares Biotechnology ETF 0.01 -44.86 1.43 -45.46 0.0552 -0.0625
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.01 0.55 1.41 0.64 0.0545 -0.0084
ISRG / Intuitive Surgical, Inc. 0.00 -2.02 1.37 7.47 0.0529 -0.0043
LMT / Lockheed Martin Corporation 0.00 -2.55 1.36 0.97 0.0526 -0.0079
DOCU / DocuSign, Inc. 0.02 -40.45 1.32 -43.05 0.0512 -0.0532
AXP / American Express Company 0.00 25.88 1.31 49.26 0.0507 0.0112
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.01 34.44 1.29 35.08 0.0499 0.0069
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 15.12 1.27 36.48 0.0492 0.0073
CMF / iShares Trust - iShares California Muni Bond ETF 0.02 12.54 1.26 11.46 0.0489 -0.0021
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.02 11.97 1.26 16.05 0.0486 -0.0001
QCOM / QUALCOMM Incorporated 0.01 -63.54 1.24 -62.20 0.0477 -0.0991
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.01 6.35 1.23 17.37 0.0476 0.0004
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.01 5.32 1.18 16.92 0.0454 0.0003
DE / Deere & Company 0.00 -6.54 1.16 1.31 0.0450 -0.0066
CRM / Salesforce, Inc. 0.00 10.49 1.11 12.19 0.0431 -0.0015
NOW / ServiceNow, Inc. 0.00 51.63 1.10 95.90 0.0425 0.0173
ADBE / Adobe Inc. 0.00 0.00 1.07 0.85 0.0415 -0.0063
RTX / RTX Corporation 0.01 2.44 1.07 12.94 0.0412 -0.0012
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.01 -1.62 1.04 21.14 0.0403 0.0016
ANET / Arista Networks Inc 0.01 39.94 1.03 84.79 0.0400 0.0148
XBI / SPDR Series Trust - SPDR S&P Biotech ETF 0.01 8.70 1.03 11.22 0.0399 -0.0018
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -55.73 1.00 -46.50 0.0388 -0.0454
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -9.05 0.98 11.24 0.0379 -0.0017
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.01 -79.42 0.92 -79.56 0.0357 -0.1673
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.01 -8.66 0.92 -4.49 0.0354 -0.0077
PG / The Procter & Gamble Company 0.01 2.41 0.91 -4.22 0.0351 -0.0075
NET / Cloudflare, Inc. 0.00 5.08 0.90 82.65 0.0346 0.0126
RACE / Ferrari N.V. 0.00 -6.96 0.88 6.80 0.0340 -0.0030
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.01 5.87 0.85 18.74 0.0328 0.0007
AMD / Advanced Micro Devices, Inc. 0.01 -9.80 0.84 24.59 0.0325 0.0022
LEN / Lennar Corporation 0.01 -70.84 0.83 -71.92 0.0322 -0.1011
XOM / Exxon Mobil Corporation 0.01 13.71 0.82 3.02 0.0317 -0.0040
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 29.09 0.82 76.29 0.0316 0.0108
CGDG / Capital Group Dividend Growers ETF 0.02 0.82 0.0315 0.0315
ABBV / AbbVie Inc. 0.00 2.76 0.81 -8.90 0.0313 -0.0087
CVX / Chevron Corporation 0.01 1.78 0.80 -12.91 0.0311 -0.0104
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.01 -21.44 0.78 -17.97 0.0300 -0.0125
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 56.14 0.76 73.00 0.0293 0.0096
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.03 -1.72 0.74 8.68 0.0286 -0.0020
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.03 17.66 0.73 15.69 0.0282 -0.0001
TMO / Thermo Fisher Scientific Inc. 0.00 -12.69 0.73 -28.85 0.0280 -0.0178
CAT / Caterpillar Inc. 0.00 23.90 0.72 45.75 0.0279 0.0057
AAOI / Applied Optoelectronics, Inc. 0.03 0.00 0.72 67.37 0.0278 0.0085
IDU / iShares Trust - iShares U.S. Utilities ETF 0.01 -0.83 0.71 2.16 0.0275 -0.0038
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.02 1.90 0.71 2.91 0.0274 -0.0035
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.01 30.35 0.70 31.39 0.0270 0.0031
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 -13.62 0.69 0.88 0.0265 -0.0041
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 5.91 0.68 17.74 0.0262 0.0004
MELI / MercadoLibre, Inc. 0.00 -18.87 0.67 8.71 0.0261 -0.0018
BAC / Bank of America Corporation 0.01 -3.55 0.65 9.23 0.0252 -0.0016
BTCO / Invesco Galaxy Bitcoin ETF 0.01 15.38 0.65 51.05 0.0249 0.0057
IRM / Iron Mountain Incorporated 0.01 1.01 0.64 20.37 0.0249 0.0009
EWG / iShares, Inc. - iShares MSCI Germany ETF 0.02 0.64 0.0248 0.0248
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -5.14 0.64 -5.18 0.0248 -0.0056
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF 0.01 -2.43 0.64 -3.48 0.0246 -0.0050
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.64 0.0246 0.0246
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 21.25 0.63 34.48 0.0243 0.0033
SNOW / Snowflake Inc. 0.00 0.33 0.62 53.71 0.0240 0.0058
KO / The Coca-Cola Company 0.01 -7.49 0.61 -8.70 0.0236 -0.0064
MA / Mastercard Incorporated 0.00 4.55 0.61 7.26 0.0234 -0.0020
SBUX / Starbucks Corporation 0.01 -1.88 0.60 -8.36 0.0233 -0.0063
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF 0.02 0.60 0.0232 0.0232
PEP / PepsiCo, Inc. 0.00 19.71 0.60 5.30 0.0231 -0.0024
STLD / Steel Dynamics, Inc. 0.00 -9.47 0.60 -7.31 0.0230 -0.0059
TKO / TKO Group Holdings, Inc. 0.00 8.70 0.58 29.49 0.0226 0.0023
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 -18.28 0.58 -13.17 0.0224 -0.0076
IBM / International Business Machines Corporation 0.00 -7.25 0.57 10.12 0.0219 -0.0012
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August 0.01 -1.48 0.56 6.31 0.0215 -0.0020
ELV / Elevance Health, Inc. 0.00 82.69 0.55 63.20 0.0213 0.0061
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.01 -50.31 0.53 -49.95 0.0203 -0.0269
TXN / Texas Instruments Incorporated 0.00 -0.43 0.52 14.98 0.0202 -0.0002
TW / Tradeweb Markets Inc. 0.00 0.51 0.0198 0.0198
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 6.40 0.51 18.41 0.0197 0.0004
GPC / Genuine Parts Company 0.00 0.84 0.51 2.83 0.0196 -0.0026
MRK / Merck & Co., Inc. 0.01 -9.38 0.51 -20.06 0.0196 -0.0089
GD / General Dynamics Corporation 0.00 -26.77 0.49 -21.71 0.0191 -0.0092
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF 0.00 5.10 0.49 28.05 0.0191 0.0017
EA / Electronic Arts Inc. 0.00 -2.26 0.49 8.17 0.0189 -0.0014
URI / United Rentals, Inc. 0.00 6.73 0.49 28.35 0.0189 0.0018
PFE / Pfizer Inc. 0.02 -7.10 0.49 -11.15 0.0188 -0.0058
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 23.26 0.48 37.64 0.0185 0.0029
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 54.22 0.48 67.25 0.0184 0.0056
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.47 0.0183 0.0183
UNH / UnitedHealth Group Incorporated 0.00 20.19 0.47 -28.53 0.0182 -0.0114
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March 0.01 0.00 0.47 2.40 0.0181 -0.0024
MSTR / Strategy Inc 0.00 -38.59 0.46 -13.78 0.0179 -0.0063
JNJ / Johnson & Johnson 0.00 -10.64 0.46 -17.74 0.0177 -0.0073
BA / The Boeing Company 0.00 -5.28 0.46 16.24 0.0177 0.0000
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 0.01 0.11 0.45 0.00 0.0176 -0.0028
GS / The Goldman Sachs Group, Inc. 0.00 -4.20 0.45 24.18 0.0175 0.0011
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 18.19 0.44 26.21 0.0171 0.0014
PSTG / Pure Storage, Inc. 0.01 0.00 0.44 30.29 0.0171 0.0018
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 67.65 0.44 43.79 0.0170 0.0033
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.01 0.28 0.44 11.17 0.0170 -0.0008
NBB / Nuveen Taxable Municipal Income Fund 0.03 -6.23 0.41 -7.38 0.0160 -0.0041
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF 0.02 0.29 0.41 0.00 0.0159 -0.0026
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 28.23 0.41 31.51 0.0158 0.0018
GE / General Electric Company 0.00 8.13 0.40 38.89 0.0155 0.0025
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 0.00 -42.13 0.40 -42.20 0.0155 -0.0156
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.02 -59.86 0.40 -55.56 0.0153 -0.0247
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.01 8.32 0.39 17.88 0.0150 0.0002
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.01 19.30 0.38 31.36 0.0146 0.0017
CGIC / Capital Group International Core Equity ETF 0.01 0.38 0.0145 0.0145
ZTS / Zoetis Inc. 0.00 -51.65 0.38 -54.21 0.0145 -0.0223
WM / Waste Management, Inc. 0.00 7.05 0.37 5.75 0.0142 -0.0014
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.01 0.46 0.37 3.10 0.0142 -0.0018
SBAC / SBA Communications Corporation 0.00 -16.13 0.37 -10.32 0.0141 -0.0042
MSI / Motorola Solutions, Inc. 0.00 2.13 0.36 -2.16 0.0141 -0.0026
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.00 0.36 0.0141 0.0141
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.02 -18.30 0.36 -18.10 0.0140 -0.0059
RBLX / Roblox Corporation 0.00 -8.07 0.36 66.20 0.0139 0.0042
MCD / McDonald's Corporation 0.00 41.43 0.36 32.47 0.0139 0.0017
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.01 17.02 0.35 27.94 0.0135 0.0012
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 10.40 0.35 14.19 0.0134 -0.0002
BLK / BlackRock, Inc. 0.00 5.10 0.35 16.11 0.0134 -0.0000
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October 0.01 0.00 0.34 7.99 0.0131 -0.0010
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 0.02 -11.87 0.33 -11.64 0.0129 -0.0041
TTD / The Trade Desk, Inc. 0.00 -16.91 0.33 9.21 0.0129 -0.0008
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 3.81 0.33 14.88 0.0128 -0.0002
PM / Philip Morris International Inc. 0.00 3.66 0.33 18.77 0.0128 0.0003
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.12 0.33 -0.91 0.0127 -0.0022
CL / Colgate-Palmolive Company 0.00 0.19 0.33 -2.68 0.0126 -0.0025
VZ / Verizon Communications Inc. 0.01 1.16 0.32 -3.31 0.0124 -0.0025
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.01 1.34 0.32 7.38 0.0124 -0.0010
RSG / Republic Services, Inc. 0.00 8.55 0.32 10.76 0.0124 -0.0006
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.00 0.00 0.32 9.00 0.0122 -0.0008
CSCO / Cisco Systems, Inc. 0.00 -4.15 0.31 7.64 0.0120 -0.0009
COIN / Coinbase Global, Inc. 0.00 0.31 0.0119 0.0119
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -2.78 0.31 1.66 0.0119 -0.0017
TOST / Toast, Inc. 0.01 -33.15 0.30 -10.98 0.0116 -0.0035
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF 0.01 12.69 0.30 11.52 0.0116 -0.0005
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 -1.96 0.30 9.89 0.0116 -0.0007
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -11.92 0.29 -17.46 0.0114 -0.0046
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 0.29 0.0113 0.0113
BSX / Boston Scientific Corporation 0.00 3.79 0.29 10.65 0.0113 -0.0006
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF 0.01 -22.35 0.29 -21.47 0.0112 -0.0054
ZIP / ZipRecruiter, Inc. 0.06 0.00 0.29 -15.00 0.0112 -0.0041
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.01 -5.37 0.29 -9.21 0.0111 -0.0031
ABT / Abbott Laboratories 0.00 9.39 0.28 11.86 0.0110 -0.0004
MMC / Marsh & McLennan Companies, Inc. 0.00 1.34 0.28 -9.35 0.0109 -0.0031
SPGI / S&P Global Inc. 0.00 6.59 0.28 10.63 0.0109 -0.0005
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.01 1.60 0.28 13.31 0.0109 -0.0003
T / AT&T Inc. 0.01 3.04 0.28 5.28 0.0108 -0.0011
HOOD / Robinhood Markets, Inc. 0.00 0.28 0.0107 0.0107
AEE / Ameren Corporation 0.00 0.04 0.27 -4.24 0.0105 -0.0023
MMM / 3M Company 0.00 0.45 0.27 3.86 0.0104 -0.0012
AMT / American Tower Corporation 0.00 7.19 0.26 8.68 0.0102 -0.0007
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -30.41 0.26 -25.57 0.0102 -0.0057
ARM / Arm Holdings plc - Depositary Receipt (Common Stock) 0.00 0.26 0.0101 0.0101
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.01 -2.94 0.26 -2.25 0.0101 -0.0019
SAP / SAP SE - Depositary Receipt (Common Stock) 0.00 7.92 0.25 22.33 0.0098 0.0005
IDXX / IDEXX Laboratories, Inc. 0.00 0.25 0.0098 0.0098
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April 0.01 0.25 0.0095 0.0095
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -7.68 0.25 -4.67 0.0095 -0.0021
TRV / The Travelers Companies, Inc. 0.00 -14.49 0.24 -13.78 0.0095 -0.0033
DDOG / Datadog, Inc. 0.00 0.24 0.0094 0.0094
DHR / Danaher Corporation 0.00 0.24 0.0092 0.0092
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF 0.00 0.24 0.0091 0.0091
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.00 0.23 0.0090 0.0090
TTWO / Take-Two Interactive Software, Inc. 0.00 0.23 0.0089 0.0089
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.00 -3.36 0.23 -10.28 0.0088 -0.0026
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 5.24 0.22 0.00 0.0086 -0.0014
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.00 0.87 0.22 0.93 0.0084 -0.0013
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.01 -5.33 0.22 2.84 0.0084 -0.0011
MPWR / Monolithic Power Systems, Inc. 0.00 0.21 0.0082 0.0082
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.00 0.21 0.0082 0.0082
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF 0.00 0.21 0.0082 0.0082
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.01 0.21 0.0081 0.0081
BUG / Global X Funds - Global X Cybersecurity ETF 0.01 0.21 0.0081 0.0081
COP / ConocoPhillips 0.00 1.09 0.21 -13.69 0.0081 -0.0028
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -19.79 0.21 -19.38 0.0080 -0.0036
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.01 -6.06 0.21 -6.33 0.0080 -0.0020
INTU / Intuit Inc. 0.00 0.21 0.0080 0.0080
NN / NextNav Inc. 0.01 0.21 0.0079 0.0079
HIG / The Hartford Insurance Group, Inc. 0.00 -6.00 0.20 -3.81 0.0078 -0.0016
AMAT / Applied Materials, Inc. 0.00 0.20 0.0078 0.0078
MCO / Moody's Corporation 0.00 0.20 0.0078 0.0078
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.00 -32.00 0.20 -27.08 0.0078 -0.0046
OKLO / Oklo Inc. 0.00 0.20 0.0078 0.0078
RIVN / Rivian Automotive, Inc. 0.01 2.74 0.18 13.92 0.0070 -0.0002
NAC / Nuveen California Quality Municipal Income Fund 0.02 0.18 0.0069 0.0069
ACHR / Archer Aviation Inc. 0.02 0.17 0.0065 0.0065
HYT / BlackRock Corporate High Yield Fund, Inc. 0.02 0.16 0.0060 0.0060
NU / Nu Holdings Ltd. 0.01 0.14 0.0054 0.0054
SNAP / Snap Inc. 0.01 -7.67 0.12 -8.53 0.0046 -0.0012
JPC / Nuveen Preferred & Income Opportunities Fund 0.01 0.84 0.11 1.94 0.0041 -0.0006
OCGN / Ocugen, Inc. 0.07 0.07 0.0026 0.0026
VVR / Invesco Senior Income Trust 0.01 3.12 0.06 3.70 0.0022 -0.0002
HPP / Hudson Pacific Properties, Inc. 0.01 0.03 0.0012 0.0012
SENS / Senseonics Holdings, Inc. 0.01 0.00 0.00 -33.33 0.0002 -0.0001
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF 0.00 -100.00 0.00 0.0000
HSY / The Hershey Company 0.00 -100.00 0.00 0.0000
MRP / Millrose Properties, Inc. 0.00 -100.00 0.00 0.0000
HON / Honeywell International Inc. 0.00 -100.00 0.00 0.0000
DECK / Deckers Outdoor Corporation 0.00 -100.00 0.00 -100.00 -0.0096
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 -100.00 0.00 0.0000
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.00 -100.00 0.00 0.0000
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF 0.00 -100.00 0.00 0.0000
MUC / BlackRock MuniHoldings California Quality Fund, Inc. 0.00 -100.00 0.00 0.0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 -100.00 0.00 0.0000
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund 0.00 -100.00 0.00 0.0000
SRE / Sempra 0.00 -100.00 0.00 0.0000