Mga Batayang Estadistika
Nilai Portofolio $ 1,528,446,941
Posisi Saat Ini 259
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Vista Wealth Management Group, LLC telah mengungkapkan total kepemilikan 259 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 1,528,446,941 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Vista Wealth Management Group, LLC adalah Dimensional ETF Trust - Dimensional US High Profitability ETF (US:DUHP) , Dimensional ETF Trust - Dimensional International High Profitability ETF (US:DIHP) , American Century ETF Trust - Avantis U.S. Equity ETF (US:AVUS) , American Century ETF Trust - Avantis International Equity ETF (US:AVDE) , and Dimensional ETF Trust - Dimensional US Real Estate ETF (US:DFAR) . Posisi baru Vista Wealth Management Group, LLC meliputi: Berkshire Hathaway Inc. (US:BRK.A) , iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) , iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) , AstraZeneca PLC - Depositary Receipt (Common Stock) (US:AZN) , and Altria Group, Inc. (BG:PHM7) .

Vista Wealth Management Group, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
6.46 173.98 11.3829 1.0776
0.15 23.49 1.5369 0.6735
1.22 80.85 5.2898 0.6244
1.01 60.80 3.9779 0.3380
3.13 74.43 4.8695 0.3373
7.05 233.59 15.2826 0.2376
1.66 153.27 10.0281 0.2360
0.00 3.19 0.2090 0.2090
0.04 3.26 0.2131 0.1841
0.18 13.36 0.8741 0.1520
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
4.89 44.16 2.8892 -1.2925
0.23 23.07 1.5096 -0.6600
0.16 23.16 1.5152 -0.5831
0.25 27.27 1.7842 -0.4282
1.62 53.56 3.5040 -0.2206
0.13 29.97 1.9609 -0.2008
0.24 44.38 2.9037 -0.1975
0.56 20.17 1.3195 -0.0872
0.02 4.88 0.3190 -0.0804
0.08 4.63 0.3026 -0.0789
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-04-17 untuk periode pelaporan 2025-03-31. 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
(%)
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 7.05 2.04 233.59 0.08 15.2826 0.2376
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF 6.46 1.92 173.98 8.83 11.3829 1.0776
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 1.66 5.87 153.27 0.90 10.0281 0.2360
AVDE / American Century ETF Trust - Avantis International Equity ETF 1.22 3.45 80.85 11.71 5.2898 0.6244
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF 3.13 3.63 74.43 5.86 4.8695 0.3373
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 1.01 5.20 60.80 7.67 3.9779 0.3380
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 1.62 -2.81 53.56 -7.31 3.5040 -0.2206
NU / Nu Holdings Ltd. 4.68 -0.01 47.95 -1.16 3.1373 0.0099
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.79 4.98 47.11 -3.62 3.0819 -0.0684
DASH / DoorDash, Inc. 0.24 -15.33 44.38 -7.75 2.9037 -0.1975
CCCS / CCC Intelligent Solutions Holdings Inc. 4.89 -11.57 44.16 -31.93 2.8892 -1.2925
AAPL / Apple Inc. 0.13 0.76 29.97 -10.63 1.9609 -0.2008
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.25 -1.55 27.27 -20.55 1.7842 -0.4282
GOOGL / Alphabet Inc. 0.15 113.77 23.49 75.37 1.5369 0.6735
SNOW / Snowflake Inc. 0.16 -24.84 23.16 -28.85 1.5152 -0.5831
DDOG / Datadog, Inc. 0.23 -1.27 23.07 -31.45 1.5096 -0.6600
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 0.56 -2.19 20.17 -7.58 1.3195 -0.0872
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 0.57 -3.13 19.77 2.88 1.2932 0.0548
PCOR / Procore Technologies, Inc. 0.28 25.56 18.52 10.63 1.2117 0.1325
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.28 0.00 16.97 -5.13 1.1100 -0.0428
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.28 -1.59 14.59 -8.97 0.9547 -0.0785
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.03 2.93 14.15 -1.83 0.9256 -0.0033
UBER / Uber Technologies, Inc. 0.18 -1.26 13.36 19.27 0.8741 0.1520
META / Meta Platforms, Inc. 0.02 3.30 12.15 1.68 0.7949 0.0247
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF 1.01 -5.02 10.22 -4.83 0.6685 -0.0236
MSFT / Microsoft Corporation 0.03 21.23 9.61 7.96 0.6290 0.0550
SPY / SPDR S&P 500 ETF 0.01 0.00 8.22 -4.55 0.5377 -0.0173
DT / Dynatrace, Inc. 0.16 -1.43 7.76 -14.49 0.5075 -0.0772
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF 0.18 -3.94 7.21 2.71 0.4715 0.0192
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 0.21 1.91 7.08 3.61 0.4634 0.0227
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.21 -1.54 6.57 5.30 0.4301 0.0277
GOOGL / Alphabet Inc. 0.04 0.94 6.18 -17.53 0.4044 -0.0788
AMZN / Amazon.com, Inc. 0.03 11.13 5.67 -3.64 0.3711 -0.0083
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.02 0.00 5.63 -4.69 0.3684 -0.0125
TSLA / Tesla, Inc. 0.02 22.63 4.88 -21.31 0.3190 -0.0804
JPM / JPMorgan Chase & Co. 0.02 2.43 4.84 4.83 0.3169 0.0190
DAY / Dayforce Inc. 0.08 -2.69 4.63 -21.85 0.3026 -0.0789
BRK.B / Berkshire Hathaway Inc. 0.01 3.20 4.04 21.27 0.2645 0.0496
RLX / RLX Technology Inc. - Depositary Receipt (Common Stock) 2.06 0.00 3.88 -12.96 0.2535 -0.0335
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 0.15 3.77 -5.01 0.2467 -0.0092
RBLX / Roblox Corporation 0.06 0.08 3.49 0.84 0.2282 0.0052
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.05 0.00 3.33 5.38 0.2178 0.0142
ZM / Zoom Communications Inc. 0.04 701.47 3.26 625.39 0.2131 0.1841
BRK.A / Berkshire Hathaway Inc. 0.00 3.19 0.2090 0.2090
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.04 5.18 3.16 -5.03 0.2065 -0.0077
ABNB / Airbnb, Inc. 0.03 -2.31 3.15 -11.21 0.2059 -0.0225
WFC / Wells Fargo & Company 0.04 0.69 3.11 2.91 0.2033 0.0087
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.02 -46.45 3.06 -16.48 0.1999 -0.0359
IWM / iShares Trust - iShares Russell 2000 ETF 0.02 -0.13 3.00 -9.85 0.1965 -0.0182
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.07 0.02 2.84 10.95 0.1857 0.0208
NOW / ServiceNow, Inc. 0.00 0.38 2.75 -24.62 0.1801 -0.0553
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.02 -28.71 2.69 -31.60 0.1761 -0.0775
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.03 3.60 2.58 6.13 0.1687 0.0121
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.01 0.18 2.54 -8.46 0.1664 -0.0127
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.02 0.00 2.44 -1.29 0.1599 0.0003
AXP / American Express Company 0.01 0.72 2.36 -8.70 0.1546 -0.0122
QQQ / Invesco QQQ Trust, Series 1 0.00 1.30 2.31 -7.09 0.1510 -0.0091
JNJ / Johnson & Johnson 0.01 1.92 2.24 16.88 0.1463 0.0230
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.03 -9.73 2.23 -3.63 0.1457 -0.0033
CRWD / CrowdStrike Holdings, Inc. 0.01 -17.20 2.21 -14.68 0.1449 -0.0224
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 14.27 2.03 16.19 0.1329 0.0202
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.07 -5.68 1.92 -3.76 0.1257 -0.0030
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.02 -5.49 1.90 -3.94 0.1245 -0.0032
LYFT / Lyft, Inc. 0.15 0.24 1.83 -7.77 0.1196 -0.0082
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.02 1.48 1.79 2.81 0.1171 0.0049
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.04 -5.14 1.70 -4.44 0.1113 -0.0035
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.00 1.70 2.29 0.1110 0.0041
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 1.53 -4.79 0.1002 -0.0035
V / Visa Inc. 0.00 3.95 1.47 15.24 0.0960 0.0139
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.07 -0.13 1.46 -4.88 0.0957 -0.0034
SPOT / Spotify Technology S.A. 0.00 0.73 1.45 23.85 0.0948 0.0194
INTU / Intuit Inc. 0.00 1.03 1.39 -1.28 0.0906 0.0002
LSPD / Lightspeed Commerce Inc. 0.16 0.00 1.38 -42.57 0.0905 -0.0647
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 -20.16 1.33 -21.82 0.0870 -0.0226
MA / Mastercard Incorporated 0.00 -1.24 1.32 2.81 0.0860 0.0036
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 21.61 1.29 9.34 0.0843 0.0083
MDB / MongoDB, Inc. 0.01 0.10 1.28 -24.62 0.0838 -0.0257
NFLX / Netflix, Inc. 0.00 5.76 1.25 10.72 0.0818 0.0090
FBTC / Fidelity Wise Origin Bitcoin Fund 0.02 0.26 1.24 -11.55 0.0812 -0.0093
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 0.63 1.24 -7.13 0.0809 -0.0049
PG / The Procter & Gamble Company 0.01 0.35 1.23 2.07 0.0807 0.0028
RTX / RTX Corporation 0.01 0.61 1.12 15.12 0.0732 0.0106
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.01 -9.64 1.10 -24.07 0.0723 -0.0215
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral 0.02 0.13 1.10 6.47 0.0722 0.0054
CVX / Chevron Corporation 0.01 22.63 1.07 41.57 0.0698 0.0212
KO / The Coca-Cola Company 0.01 5.13 1.06 21.00 0.0694 0.0129
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.01 0.49 1.06 1.64 0.0690 0.0021
LLY / Eli Lilly and Company 0.00 11.50 1.05 19.36 0.0686 0.0119
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.01 -0.06 0.96 2.67 0.0630 0.0025
COST / Costco Wholesale Corporation 0.00 2.68 0.94 5.97 0.0616 0.0043
HD / The Home Depot, Inc. 0.00 0.44 0.93 -5.40 0.0608 -0.0025
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.01 0.00 0.91 -9.33 0.0598 -0.0052
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.00 0.88 -6.42 0.0573 -0.0030
AMD / Advanced Micro Devices, Inc. 0.01 -5.79 0.87 -19.87 0.0568 -0.0130
PLTR / Palantir Technologies Inc. 0.01 -32.77 0.85 -24.96 0.0559 -0.0175
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 1.76 0.84 -2.88 0.0552 -0.0008
WMT / Walmart Inc. 0.01 6.76 0.80 3.77 0.0522 0.0026
XOM / Exxon Mobil Corporation 0.01 10.96 0.78 22.69 0.0514 0.0101
UNH / UnitedHealth Group Incorporated 0.00 21.29 0.77 25.61 0.0504 0.0109
TWLO / Twilio Inc. 0.01 1.52 0.77 -8.04 0.0501 -0.0036
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.01 0.00 0.74 19.10 0.0486 0.0084
TXN / Texas Instruments Incorporated 0.00 3.57 0.74 -0.80 0.0484 0.0004
AVGO / Broadcom Inc. 0.00 40.89 0.72 1.69 0.0473 0.0015
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 -0.01 0.72 7.61 0.0472 0.0040
MMC / Marsh & McLennan Companies, Inc. 0.00 1.99 0.70 17.11 0.0457 0.0073
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.03 0.01 0.70 -10.08 0.0456 -0.0044
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.02 -0.12 0.69 2.67 0.0452 0.0018
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.01 0.69 0.0452 0.0452
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 50.95 0.68 36.29 0.0443 0.0123
VRTX / Vertex Pharmaceuticals Incorporated 0.00 2.45 0.67 23.43 0.0438 0.0088
ABBV / AbbVie Inc. 0.00 14.92 0.67 35.37 0.0436 0.0119
MRK / Merck & Co., Inc. 0.01 -7.79 0.66 -16.73 0.0430 -0.0079
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.00 0.64 -10.17 0.0417 -0.0040
CRM / Salesforce, Inc. 0.00 -20.95 0.63 -36.62 0.0413 -0.0228
ORLY / O'Reilly Automotive, Inc. 0.00 1.92 0.61 23.08 0.0398 0.0080
ABT / Abbott Laboratories 0.00 2.77 0.58 20.54 0.0380 0.0069
MCK / McKesson Corporation 0.00 3.38 0.58 22.29 0.0377 0.0073
LMT / Lockheed Martin Corporation 0.00 -2.17 0.56 -10.06 0.0369 -0.0035
AFL / Aflac Incorporated 0.01 -16.35 0.56 -10.11 0.0367 -0.0035
FI / Fiserv, Inc. 0.00 2.26 0.55 9.80 0.0360 0.0037
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 0.00 0.53 -5.18 0.0348 -0.0013
CSCO / Cisco Systems, Inc. 0.01 1.00 0.50 5.45 0.0329 0.0021
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.01 0.00 0.50 -3.66 0.0327 -0.0008
PEP / PepsiCo, Inc. 0.00 11.29 0.48 9.75 0.0317 0.0032
CART / Maplebear Inc. 0.01 0.00 0.48 -3.62 0.0314 -0.0007
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 118.06 0.48 121.30 0.0313 0.0173
SNAP / Snap Inc. 0.05 0.80 0.48 -18.52 0.0311 -0.0065
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.47 -7.50 0.0307 -0.0019
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.07 5.36 0.47 55.15 0.0306 0.0111
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF 0.01 0.00 0.47 4.48 0.0305 0.0018
SYK / Stryker Corporation 0.00 51.69 0.45 56.94 0.0296 0.0110
BR / Broadridge Financial Solutions, Inc. 0.00 1.09 0.45 8.43 0.0295 0.0027
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -2.10 0.45 -3.25 0.0292 -0.0005
NKE / NIKE, Inc. 0.01 -14.28 0.44 -28.08 0.0290 -0.0107
CMF / iShares Trust - iShares California Muni Bond ETF 0.01 -36.11 0.44 -37.27 0.0289 -0.0165
WDAY / Workday, Inc. 0.00 -2.34 0.44 -11.49 0.0287 -0.0033
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.00 0.43 -9.32 0.0281 -0.0024
TJX / The TJX Companies, Inc. 0.00 2.07 0.43 3.14 0.0279 0.0012
BA / The Boeing Company 0.00 3.17 0.42 -0.47 0.0276 0.0002
IBM / International Business Machines Corporation 0.00 8.06 0.41 22.19 0.0271 0.0052
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF 0.01 0.00 0.41 4.30 0.0270 0.0015
HOOD / Robinhood Markets, Inc. 0.01 1.36 0.41 13.37 0.0267 0.0035
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.00 41.02 0.40 61.85 0.0264 0.0103
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 0.00 0.40 7.47 0.0264 0.0022
PINS / Pinterest, Inc. 0.01 10.78 0.40 18.64 0.0262 0.0044
DHR / Danaher Corporation 0.00 11.22 0.40 -0.74 0.0262 0.0002
BSX / Boston Scientific Corporation 0.00 3.26 0.39 16.82 0.0255 0.0040
PAYX / Paychex, Inc. 0.00 2.17 0.38 12.24 0.0247 0.0030
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -2.25 0.37 -6.52 0.0245 -0.0013
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 0.00 0.37 6.90 0.0244 0.0019
AMGN / Amgen Inc. 0.00 17.65 0.37 40.53 0.0243 0.0073
TTWO / Take-Two Interactive Software, Inc. 0.00 2.94 0.37 15.67 0.0242 0.0036
GWW / W.W. Grainger, Inc. 0.00 0.54 0.37 -5.68 0.0239 -0.0011
CL / Colgate-Palmolive Company 0.00 28.73 0.36 32.60 0.0237 0.0061
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 2.45 0.36 -10.62 0.0237 -0.0024
AMAT / Applied Materials, Inc. 0.00 -15.65 0.36 -24.84 0.0234 -0.0072
BAC / Bank of America Corporation 0.01 5.86 0.35 0.28 0.0231 0.0005
ACN / Accenture plc 0.00 -16.78 0.35 -26.11 0.0228 -0.0076
TROW / T. Rowe Price Group, Inc. 0.00 -4.37 0.34 -22.32 0.0223 -0.0060
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) 0.01 13.51 0.34 19.72 0.0223 0.0040
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.01 0.00 0.34 -8.40 0.0221 -0.0017
USB / U.S. Bancorp 0.01 1.41 0.34 -10.37 0.0221 -0.0022
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 24.61 0.33 46.02 0.0216 0.0070
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.01 2.24 0.33 -7.32 0.0215 -0.0014
MCO / Moody's Corporation 0.00 2.92 0.33 1.23 0.0215 0.0006
VRSK / Verisk Analytics, Inc. 0.00 4.97 0.32 13.48 0.0210 0.0028
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 45.45 0.32 48.36 0.0207 0.0070
T / AT&T Inc. 0.01 8.83 0.31 35.22 0.0204 0.0055
CAT / Caterpillar Inc. 0.00 5.72 0.31 -3.72 0.0203 -0.0005
MSA / MSA Safety Incorporated 0.00 1.27 0.31 -10.29 0.0200 -0.0020
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 0.33 0.31 -8.41 0.0200 -0.0015
MCD / McDonald's Corporation 0.00 7.91 0.30 16.15 0.0198 0.0030
QCOM / QUALCOMM Incorporated 0.00 3.69 0.30 3.78 0.0198 0.0010
GE / General Electric Company 0.00 20.66 0.30 44.71 0.0197 0.0063
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 2.42 0.30 -7.14 0.0196 -0.0012
ADBE / Adobe Inc. 0.00 3.61 0.30 -10.84 0.0194 -0.0020
GILD / Gilead Sciences, Inc. 0.00 6.28 0.30 29.26 0.0194 0.0046
HON / Honeywell International Inc. 0.00 0.07 0.30 -6.05 0.0193 -0.0010
AMP / Ameriprise Financial, Inc. 0.00 4.27 0.30 -5.14 0.0193 -0.0008
IOT / Samsara Inc. 0.01 -0.47 0.29 -12.57 0.0191 -0.0025
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock) 0.00 20.91 0.29 9.40 0.0191 0.0019
SPGI / S&P Global Inc. 0.00 -0.87 0.29 1.05 0.0190 0.0005
VZ / Verizon Communications Inc. 0.01 -2.10 0.29 10.73 0.0190 0.0021
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.01 9.40 0.29 31.51 0.0189 0.0047
AWK / American Water Works Company, Inc. 0.00 14.83 0.29 36.19 0.0188 0.0052
WSM / Williams-Sonoma, Inc. 0.00 2.21 0.28 -12.88 0.0186 -0.0024
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.34 0.28 -0.70 0.0185 0.0002
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 0.00 0.28 1.81 0.0185 0.0006
INTC / Intel Corporation 0.01 0.28 0.0184 0.0184
MU / Micron Technology, Inc. 0.00 1.76 0.28 5.24 0.0184 0.0011
TTE / TotalEnergies SE - Depositary Receipt (Common Stock) 0.00 11.67 0.27 32.68 0.0178 0.0046
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -27.47 0.27 -41.39 0.0176 -0.0120
PLD / Prologis, Inc. 0.00 -7.18 0.27 -1.84 0.0175 -0.0001
UNP / Union Pacific Corporation 0.00 3.02 0.27 6.43 0.0174 0.0013
PANW / Palo Alto Networks, Inc. 0.00 4.29 0.27 -2.21 0.0174 -0.0001
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.00 0.26 0.0172 0.0172
DOCU / DocuSign, Inc. 0.00 7.02 0.26 -2.95 0.0172 -0.0003
C / Citigroup Inc. 0.00 2.41 0.26 3.15 0.0172 0.0008
KR / The Kroger Co. 0.00 7.58 0.26 19.18 0.0171 0.0030
PH / Parker-Hannifin Corporation 0.00 3.13 0.26 -1.14 0.0170 0.0000
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF 0.00 18.32 0.26 16.14 0.0170 0.0026
STT / State Street Corporation 0.00 -0.03 0.26 -8.80 0.0170 -0.0014
ORCL / Oracle Corporation 0.00 -5.05 0.26 -20.43 0.0169 -0.0040
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.01 0.00 0.26 2.39 0.0168 0.0006
BKNG / Booking Holdings Inc. 0.00 5.66 0.26 -1.92 0.0168 -0.0001
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock) 0.00 -15.94 0.25 -20.32 0.0165 -0.0038
PSX / Phillips 66 0.00 6.95 0.25 15.74 0.0164 0.0025
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.00 0.25 -1.19 0.0163 0.0001
CI / The Cigna Group 0.00 -11.08 0.25 6.06 0.0161 0.0011
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.25 0.41 0.0160 0.0003
MS / Morgan Stanley 0.00 6.71 0.24 -0.82 0.0159 0.0001
UNFI / United Natural Foods, Inc. 0.01 -0.54 0.24 -0.41 0.0159 0.0002
ITW / Illinois Tool Works Inc. 0.00 4.30 0.24 1.69 0.0158 0.0005
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 0.24 0.0156 0.0156
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 8.83 0.24 26.06 0.0156 0.0034
PHM7 / Altria Group, Inc. 0.00 0.23 0.0150 0.0150
ADI / Analog Devices, Inc. 0.00 -9.70 0.23 -14.23 0.0150 -0.0022
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.22 -5.88 0.0147 -0.0007
SHOP / Shopify Inc. 0.00 1.87 0.22 -8.61 0.0147 -0.0011
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock) 0.00 -4.09 0.22 -0.45 0.0146 0.0002
PGR / The Progressive Corporation 0.00 0.22 0.0145 0.0145
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.00 3.91 0.22 -4.35 0.0144 -0.0005
RELX / RELX PLC - Depositary Receipt (Common Stock) 0.00 0.22 0.0143 0.0143
BLK / BlackRock, Inc. 0.00 0.22 0.0142 0.0142
IGM / iShares Trust - iShares Expanded Tech Sector ETF 0.00 0.00 0.22 -11.43 0.0142 -0.0016
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -16.54 0.21 -21.85 0.0139 -0.0036
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.00 0.21 0.0138 0.0138
MFC / Manulife Financial Corporation 0.01 0.21 0.0136 0.0136
UBS / UBS Group AG 0.01 -0.38 0.21 0.49 0.0135 0.0003
DIS / The Walt Disney Company 0.00 12.27 0.21 -0.48 0.0135 0.0001
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 0.21 0.0135 0.0135
HPQ / HP Inc. 0.01 -3.88 0.21 -18.33 0.0134 -0.0028
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.01 0.00 0.20 2.00 0.0134 0.0005
JLL / Jones Lang LaSalle Incorporated 0.00 0.20 0.0132 0.0132
ROP / Roper Technologies, Inc. 0.00 0.20 0.0131 0.0131
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.01 0.00 0.19 -8.65 0.0124 -0.0010
INFY / Infosys Limited - Depositary Receipt (Common Stock) 0.01 -43.99 0.19 -53.50 0.0122 -0.0136
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock) 0.01 0.18 0.0118 0.0118
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) 0.01 4.05 0.17 11.26 0.0110 0.0012
NOK / Nokia Oyj - Depositary Receipt (Common Stock) 0.03 3.84 0.16 24.22 0.0104 0.0021
NWG / NatWest Group plc - Depositary Receipt (Common Stock) 0.01 8.39 0.15 26.89 0.0099 0.0022
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock) 0.01 -31.24 0.13 -24.29 0.0088 -0.0026
FINV / FinVolution Group - Depositary Receipt (Common Stock) 0.01 -1.87 0.11 39.02 0.0075 0.0022
NRDS / NerdWallet, Inc. 0.01 6.38 0.11 -27.74 0.0074 -0.0027
LAND / Gladstone Land Corporation 0.01 0.11 0.0070 0.0070
AEFC / AEGON Funding Company LLC - Corporate Bond/Note 0.02 1.66 0.11 13.83 0.0070 0.0009
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock) 0.02 -3.30 0.10 8.89 0.0064 0.0006
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock) 0.03 -1.58 0.09 10.84 0.0061 0.0007
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock) 0.01 0.09 0.0058 0.0058
SKLZ / Skillz Inc. 0.02 0.00 0.08 -10.64 0.0055 -0.0006
PDM / Piedmont Realty Trust, Inc. 0.01 -0.57 0.07 -19.57 0.0049 -0.0011
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock) 0.01 18.19 0.07 25.86 0.0048 0.0010
PGRE / Paramount Group, Inc. 0.02 0.07 0.0044 0.0044
WIT / Wipro Limited - Depositary Receipt (Common Stock) 0.02 -14.89 0.06 -26.58 0.0038 -0.0013
HCAT / Health Catalyst, Inc. 0.01 0.00 0.06 -36.36 0.0037 -0.0020
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.01 -2.16 0.05 39.47 0.0035 0.0010
BLND / Blend Labs, Inc. 0.01 0.00 0.05 -20.97 0.0032 -0.0008
NKTR / Nektar Therapeutics 0.05 0.00 0.04 -25.53 0.0023 -0.0008
LYEL / Lyell Immunopharma, Inc. 0.01 0.00 0.01 -12.50 0.0005 -0.0001
GM / General Motors Company 0.00 -100.00 0.00 -100.00 -0.0133
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.00 -100.00 0.00 0.0000
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 -100.00 0.00 -100.00 -0.0230
OKE / ONEOK, Inc. 0.00 -100.00 0.00 -100.00 -0.0134
HUBB / Hubbell Incorporated 0.00 -100.00 0.00 -100.00 -0.0150
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 -100.00 0.00 -100.00 -0.0454
PATH / UiPath Inc. 0.00 -100.00 0.00 -100.00 -0.0101
STLA / Stellantis N.V. 0.00 -100.00 0.00 -100.00 -0.0093
URI / United Rentals, Inc. 0.00 -100.00 0.00 -100.00 -0.0151
ROST / Ross Stores, Inc. 0.00 -100.00 0.00 -100.00 -0.0142
DECK / Deckers Outdoor Corporation 0.00 -100.00 0.00 -100.00 -0.0129
EMR / Emerson Electric Co. 0.00 -100.00 0.00 -100.00 -0.0146
WCC / WESCO International, Inc. 0.00 -100.00 0.00 -100.00 -0.0148
RIG / Transocean Ltd. 0.00 -100.00 0.00 -100.00 -0.0025
CLS / Celestica Inc. 0.00 -100.00 0.00 -100.00 -0.0134
VTRS / Viatris Inc. 0.00 -100.00 0.00 0.0000
TGT / Target Corporation 0.00 -100.00 0.00 -100.00 -0.0137
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BNS / The Bank of Nova Scotia 0.00 -100.00 0.00 -100.00 -0.0142
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF 0.00 -100.00 0.00 0.0000