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Klingman & Associates, LLC
správce aktiv · portfolio $2.41 mld. · 423 pozic · zpráva k 30.09.2026
Akciové Pozice zpráva za 30.09.2026, podána 20.10.2026; změna — oproti 30.06.2026 · 443
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| iShares Core S&P 500 ETF US:IVV · ETF | 538 277 | $412 mil. | 17.14% | +7 546 |
| Vanguard Short-Term Inflatio… US:VTIP · ETF | 2 832 668 | $139 mil. | 5.80% | +221 078 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 1 621 259 | $117 mil. | 4.85% | +17 090 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 1 030 279 | $99.8 mil. | 4.15% | +28 099 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 1 299 966 | $91.8 mil. | 3.82% | +54 242 |
| Apple Inc. US:AAPL | 266 288 | $88.7 mil. | 3.69% | +2 311 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 114 733 | $87.5 mil. | 3.64% | −123 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 604 407 | $82.2 mil. | 3.42% | +7 596 |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 641 440 | $78.9 mil. | 3.28% | −5 401 |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 1 167 623 | $71.4 mil. | 2.97% | −5 903 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 982 750 | $58.3 mil. | 2.42% | −1 588 |
| Invesco S&P 500 Revenue ETF US:RWL · ETF | 367 583 | $47.3 mil. | 1.97% | +14 024 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 511 853 | $41.5 mil. | 1.73% | +10 835 |
| iShares Trust - iShares iBon… US:IBDU · ETF | 1 746 723 | $39.6 mil. | 1.65% | +124 279 |
| iShares Trust - iShares iBon… US:IBDV · ETF | 1 838 301 | $38.9 mil. | 1.62% | +122 724 |
| iShares Trust - iShares iBon… US:IBDW · ETF | 1 898 606 | $38.1 mil. | 1.58% | +132 042 |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 346 991 | $33.8 mil. | 1.41% | −7 851 |
| iShares iBonds Dec 2028 Term… US:IBDT · ETF | 1 343 195 | $33.5 mil. | 1.39% | +48 308 |
| Invesco FTSE RAFI US 1000 ET… US:PRF · ETF | 610 759 | $33.2 mil. | 1.38% | −3 394 |
| iShares Trust - iShares iBon… US:IBDX · ETF | 1 335 882 | $32.2 mil. | 1.34% | +160 436 |
| SPDR® S&P 400 Mid Cap Growth… US:MDYG · ETF | 296 571 | $31.0 mil. | 1.29% | −984 |
| SPDR® S&P 400 Mid Cap Value… US:MDYV · ETF | 339 231 | $30.0 mil. | 1.25% | −1 307 |
| SPDR® S&P 600 Small Cap Valu… US:SLYV · ETF | 278 792 | $28.5 mil. | 1.18% | −1 117 |
| SPDR® S&P Dividend ETF US:SDY · ETF | 185 632 | $27.2 mil. | 1.13% | −1 700 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 41 195 | $27.1 mil. | 1.12% | −293 |
| iShares iBonds Dec 2027 Term… US:IBDS · ETF | 926 915 | $22.4 mil. | 0.93% | −32 656 |
| SPDR® S&P 600 Small Cap Grow… US:SLYG · ETF | 202 931 | $21.7 mil. | 0.90% | −967 |
| Microsoft Corporation US:MSFT | 39 092 | $20.1 mil. | 0.83% | +1 327 |
| Vanguard Total Stock Market… US:VTI · ETF | 45 110 | $16.9 mil. | 0.70% | +140 |
| Datadog, Inc. US:DDOG | 61 389 | $16.8 mil. | 0.70% | −6 134 |
| NVIDIA Corporation US:NVDA | 72 024 | $16.4 mil. | 0.68% | +2 379 |
| Amazon.com, Inc. US:AMZN | 63 440 | $15.8 mil. | 0.66% | +1 644 |
| Citizens Financial Group, In… US:CFG | 228 285 | $14.6 mil. | 0.61% | −181 627 |
| iShares MSCI EAFE Small-Cap… US:SCZ · ETF | 154 941 | $13.1 mil. | 0.54% | −299 |
| iShares New York Muni Bond E… US:NYF · ETF | 235 291 | $11.9 mil. | 0.49% | −719 |
| Alphabet Inc. US:GOOG | 32 077 | $10.9 mil. | 0.45% | +483 |
| Alphabet Inc. US:GOOGL | 28 250 | $9.72 mil. | 0.40% | +413 |
| iShares Russell 1000 ETF US:IWB · ETF | 20 739 | $8.63 mil. | 0.36% | −980 |
| iShares Russell 2000 ETF US:IWM · ETF | 30 896 | $8.59 mil. | 0.36% | +33 |
| Vanguard S&P 500 ETF US:VOO · ETF | 11 633 | $8.15 mil. | 0.34% | +224 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 14 415 | $7.18 mil. | 0.30% | −1 015 |
| JPMorgan Chase & Co. US:JPM | 19 986 | $6.61 mil. | 0.27% | −6 192 |
| Exxon Mobil Corporation US:XOM | 39 345 | $6.40 mil. | 0.27% | nová |
| iShares iBonds Dec 2033 Term… US:IBDY · ETF | 257 103 | $6.29 mil. | 0.26% | +178 270 |
| FlexShares iBoxx 3-Year Targ… US:TDTT · ETF | 258 952 | $6.01 mil. | 0.25% | −5 434 |
| JONES LANG LASALLE INC US:JLL | 19 051 | $5.82 mil. | 0.24% | +10 |
| iShares Semiconductor ETF US:SOXX · ETF | 9 969 | $5.67 mil. | 0.24% | −2 000 |
| Applied Materials Inc US:AMAT | 10 760 | $5.50 mil. | 0.23% | +253 |
| Meta Platforms, Inc. US:META | 7 293 | $5.29 mil. | 0.22% | +238 |
| Broadcom Inc. US:AVGO | 14 768 | $5.19 mil. | 0.22% | +333 |
| iShares Select Dividend ETF US:DVY · ETF | 33 964 | $5.16 mil. | 0.21% | +1 831 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 57 040 | $5.11 mil. | 0.21% | −614 |
| VCRM US:VCRM · ETF | 71 106 | $5.09 mil. | 0.21% | nová |
| Johnson & Johnson US:JNJ | 17 723 | $4.69 mil. | 0.20% | +275 |
| Mastercard Inc US:MA | 7 609 | $4.20 mil. | 0.17% | +116 |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 62 861 | $4.18 mil. | 0.17% | — |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 48 324 | $4.01 mil. | 0.17% | +600 |
| Invesco S&P 500® Low Volatil… US:SPLV · ETF | 54 354 | $3.83 mil. | 0.16% | −832 |
| VSDM US:VSDM · ETF | 50 828 | $3.78 mil. | 0.16% | nová |
| Dimensional International Va… US:DFIV · ETF | 66 526 | $3.72 mil. | 0.15% | +187 |
| Crocs, Inc. US:CROX | 31 669 | $3.72 mil. | 0.15% | −1 |
| Micron Technology Inc US:MU | 3 473 | $3.70 mil. | 0.15% | +604 |
| iShares Russell 1000 Growth… US:IWF · ETF | 28 480 | $3.57 mil. | 0.15% | −478 |
| AbbVie Inc US:ABBV | 13 364 | $3.50 mil. | 0.15% | +196 |
| GE Aerospace US:GE | 10 579 | $3.30 mil. | 0.14% | +794 |
| iShares MSCI EAFE ETF US:EFA · ETF | 31 359 | $3.26 mil. | 0.14% | −212 |
| Visa Inc. Class A US:V | 9 012 | $3.24 mil. | 0.13% | +200 |
| iShares Russell 2000 Value E… US:IWN · ETF | 14 297 | $2.99 mil. | 0.12% | — |
| COSTCO WHOLESALE CORP /NEW US:COST | 3 287 | $2.99 mil. | 0.12% | −62 |
| Lamar Advertising Company US:LAMR | 20 726 | $2.99 mil. | 0.12% | +353 |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 10 160 | $2.89 mil. | 0.12% | −261 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 32 065 | $2.89 mil. | 0.12% | −3 348 |
| Eli Lilly and Company US:LLY | 2 471 | $2.86 mil. | 0.12% | +61 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 13 603 | $2.83 mil. | 0.12% | — |
| GE Vernova LLC US:GEV | 2 971 | $2.82 mil. | 0.12% | +363 |
| Tesla, Inc. US:TSLA | 7 787 | $2.76 mil. | 0.11% | −434 |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 28 872 | $2.74 mil. | 0.11% | −612 |
| Advanced Micro Devices Inc US:AMD | 4 429 | $2.71 mil. | 0.11% | +184 |
| Intel Corporation US:INTC | 22 474 | $2.70 mil. | 0.11% | +3 748 |
| iShares Core High Dividend E… US:HDV · ETF | 95 928 | $2.68 mil. | 0.11% | −5 039 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 12 120 | $2.62 mil. | 0.11% | +245 |
| CITIGROUP INC US:C | 19 802 | $2.56 mil. | 0.11% | +667 |
| Caterpillar Inc US:CAT | 3 130 | $2.54 mil. | 0.11% | +245 |
| iShares S&P 100 ETF US:OEF · ETF | 6 620 | $2.53 mil. | 0.11% | −262 |
| Procter & Gamble Company US:PG | 16 064 | $2.33 mil. | 0.10% | +741 |
| Oracle Corporation US:ORCL | 16 777 | $2.30 mil. | 0.10% | +2 533 |
| Invesco QQQ Trust US:QQQ · ETF | 2 964 | $2.19 mil. | 0.09% | −66 |
| The TJX Companies Inc US:TJX | 16 505 | $2.18 mil. | 0.09% | +1 351 |
| iShares MSCI EAFE Min Vol Fa… US:EFAV · ETF | 21 626 | $1.97 mil. | 0.08% | −45 |
| Chevron Corp US:CVX | 9 233 | $1.89 mil. | 0.08% | +2 231 |
| Cisco Systems Inc US:CSCO | 17 452 | $1.88 mil. | 0.08% | +1 225 |
| The Home Depot Inc US:HD | 6 554 | $1.86 mil. | 0.08% | +486 |
| Raymond James Financial Inc. US:RJF | 11 492 | $1.82 mil. | 0.08% | +24 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 7 843 | $1.81 mil. | 0.08% | +11 |
| Automatic Data Processing In… US:ADP | 6 994 | $1.80 mil. | 0.08% | +305 |
| Vanguard S&P Mid-Cap 400 Ind… US:IVOO · ETF | 14 753 | $1.80 mil. | 0.07% | — |
| Invesco S&P MidCap 400 Reven… US:RWK · ETF | 12 934 | $1.79 mil. | 0.07% | — |
| Dimensional US Marketwide Va… US:DFUV · ETF | 32 275 | $1.78 mil. | 0.07% | +61 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 10 296 | $1.71 mil. | 0.07% | +29 |
| Texas Instruments Incorporat… US:TXN | 6 098 | $1.71 mil. | 0.07% | +1 421 |
| Vanguard S&P Small-Cap 600 I… US:VIOO · ETF | 13 496 | $1.71 mil. | 0.07% | +2 510 |
| The Coca-Cola Company US:KO | 19 619 | $1.69 mil. | 0.07% | +489 |
| Walmart Inc. US:WMT | 16 189 | $1.68 mil. | 0.07% | −1 277 |
| United Bankshares Inc US:UBSI | 35 398 | $1.63 mil. | 0.07% | — |
| Deere & Company US:DE | 2 406 | $1.62 mil. | 0.07% | +33 |
| Goldman Sachs Group Inc US:GS | 1 790 | $1.61 mil. | 0.07% | +296 |
| Invesco S&P SmallCap 600 Rev… US:RWJ · ETF | 28 103 | $1.58 mil. | 0.07% | −166 |
| Taiwan Semiconductor Manufac… US:TSM | 3 450 | $1.57 mil. | 0.07% | +148 |
| MERCK & CO INC US:MRK | 10 716 | $1.56 mil. | 0.06% | +253 |
| Blackstone Inc. US:BX | 13 608 | $1.53 mil. | 0.06% | +20 |
| American Century ETF Trust -… US:AVLV · ETF | 16 722 | $1.51 mil. | 0.06% | nová |
| Vanguard High Dividend Yield… US:VYM · ETF | 9 264 | $1.44 mil. | 0.06% | — |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 13 466 | $1.44 mil. | 0.06% | — |
| Vanguard Small-Cap Growth In… US:VBK · ETF | 4 211 | $1.42 mil. | 0.06% | −213 |
| Nextera Energy Inc US:NEE | 18 119 | $1.37 mil. | 0.06% | −84 |
| ABBOTT LABORATORIES US:ABT | 13 790 | $1.36 mil. | 0.06% | +2 509 |
| Lowe's Companies Inc US:LOW | 7 365 | $1.36 mil. | 0.06% | +397 |
| iShares MSCI Emerging Market… US:EEM · ETF | 20 054 | $1.34 mil. | 0.06% | −300 |
| Bank of America Corp US:BAC | 24 162 | $1.32 mil. | 0.05% | +4 596 |
| Thermo Fisher Scientific Inc US:TMO | 1 940 | $1.31 mil. | 0.05% | +44 |
| Schwab International Equity… US:SCHF · ETF | 47 052 | $1.29 mil. | 0.05% | — |
| Philip Morris International… US:PM | 6 725 | $1.28 mil. | 0.05% | +171 |
| Technology Select Sector SPD… US:XLK · ETF | 6 474 | $1.27 mil. | 0.05% | −56 |
| MORGAN STANLEY US:MS | 6 685 | $1.26 mil. | 0.05% | +615 |
| Pfizer Inc US:PFE | 43 749 | $1.25 mil. | 0.05% | +15 512 |
| JPMorgan Flexible Debt ETF US:JFLX · ETF | 25 367 | $1.24 mil. | 0.05% | — |
| Corning Incorporated US:GLW | 8 021 | $1.23 mil. | 0.05% | −47 |
| ASML HLDG NV CUSIP N07059210 | 671 | $1.22 mil. | 0.05% | — |
| RTX Corporation US:RTX | 6 475 | $1.20 mil. | 0.05% | +759 |
| Walt Disney Co US:DIS | 11 448 | $1.20 mil. | 0.05% | +1 286 |
| International Business Machi… US:IBM | 5 452 | $1.20 mil. | 0.05% | +490 |
| Lam Research Corp US:LRCX | 3 596 | $1.18 mil. | 0.05% | +444 |
| Hubbell Inc US:HUBB | 2 525 | $1.15 mil. | 0.05% | −16 |
| F5 Networks Inc US:FFIV | 2 565 | $1.14 mil. | 0.05% | +634 |
| SPDR® Gold Shares US:GLD · ETF | 2 919 | $1.11 mil. | 0.05% | — |
| Palo Alto Networks Inc US:PANW | 2 759 | $1.10 mil. | 0.05% | +112 |
| Phillips 66 US:PSX | 4 285 | $1.09 mil. | 0.05% | +1 890 |
| BlackRock Inc US:BLK | 1 025 | $1.08 mil. | 0.05% | +154 |
| McDonald’s Corporation US:MCD | 4 695 | $1.08 mil. | 0.05% | −317 |
| LINDE PLC CUSIP G54950103 | 2 262 | $1.07 mil. | 0.04% | +645 |
| iShares Gold Trust US:IAU · ETF | 13 515 | $1.06 mil. | 0.04% | −1 500 |
| WELLS FARGO & COMPANY/MN US:WFC | 13 092 | $1.05 mil. | 0.04% | +3 100 |
| Dimensional Inflation-Protec… US:DFIP · ETF | 26 685 | $1.04 mil. | 0.04% | — |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 8 353 | $984 tis. | 0.04% | +21 |
| Amgen Inc US:AMGN | 2 332 | $983 tis. | 0.04% | +192 |
| Palantir Technologies Inc. US:PLTR | 5 229 | $978 tis. | 0.04% | +729 |
| Dimensional U.S. Equity ETF US:DFUS · ETF | 11 724 | $973 tis. | 0.04% | — |
| O’Reilly Automotive Inc US:ORLY | 11 359 | $970 tis. | 0.04% | +898 |
| Emerson Electric Company US:EMR | 6 239 | $968 tis. | 0.04% | +269 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 4 145 | $967 tis. | 0.04% | −227 |
| Lockheed Martin Corporation US:LMT | 1 884 | $959 tis. | 0.04% | −15 |
| Vera Bradley Inc US:VRA | 207 612 | $959 tis. | 0.04% | +47 548 |
| CSX Corporation US:CSX | 20 451 | $951 tis. | 0.04% | +234 |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 1 029 | $949 tis. | 0.04% | +398 |
| Cummins Inc US:CMI | 1 823 | $942 tis. | 0.04% | +659 |
| Netflix Inc US:NFLX | 13 481 | $938 tis. | 0.04% | −171 |
| Ross Stores Inc US:ROST | 3 962 | $925 tis. | 0.04% | −54 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 30 778 | $923 tis. | 0.04% | — |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 28 193 | $917 tis. | 0.04% | +19 119 |
| Intuitive Surgical Inc US:ISRG | 2 233 | $908 tis. | 0.04% | +568 |
| American Express Company US:AXP | 2 887 | $878 tis. | 0.04% | +127 |
| SCHWAB CHARLES CORP US:SCHW | 8 976 | $877 tis. | 0.04% | +1 028 |
| Analog Devices Inc US:ADI | 2 192 | $870 tis. | 0.04% | +820 |
| Invesco FTSE RAFI Developed… US:PDN · ETF | 18 420 | $845 tis. | 0.04% | −1 906 |
| CrowdStrike Holdings, Inc. US:CRWD | 3 157 | $836 tis. | 0.03% | nová |
| VanEck Semiconductor ETF US:SMH · ETF | 1 369 | $834 tis. | 0.03% | −29 |
| Capital One Financial Corpor… US:COF | 4 270 | $824 tis. | 0.03% | +2 203 |
| Vanguard Total International… US:VXUS · ETF | 9 687 | $823 tis. | 0.03% | −380 |
| Bel Fuse A Inc US:BELFB | 3 309 | $808 tis. | 0.03% | nová |
| UNITEDHEALTH GROUP INC US:UNH | 2 187 | $803 tis. | 0.03% | +166 |
| United Rentals Inc US:URI | 802 | $803 tis. | 0.03% | +57 |
| iShares MSCI EAFE Growth ETF US:EFG · ETF | 6 249 | $749 tis. | 0.03% | −1 076 |
| Fortinet, Inc. US:FTNT | 4 165 | $745 tis. | 0.03% | +2 814 |
| Schwab International Small-C… US:SCHC · ETF | 14 799 | $736 tis. | 0.03% | — |
| Consolidated Edison Inc US:ED | 7 200 | $736 tis. | 0.03% | +489 |
| Sandisk Corp US:SNDK | 421 | $732 tis. | 0.03% | +10 |
| KLA Corporation US:KLAC | 3 682 | $718 tis. | 0.03% | +166 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 9 028 | $708 tis. | 0.03% | +5 281 |
| Gilead Sciences Inc US:GILD | 4 640 | $692 tis. | 0.03% | +1 976 |
| Altria Group US:MO | 10 100 | $680 tis. | 0.03% | −1 524 |
| CHUBB LIMITED CUSIP H1467J104 | 2 081 | $677 tis. | 0.03% | +696 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 10 968 | $675 tis. | 0.03% | — |
| AT&T Inc. US:T | 27 536 | $672 tis. | 0.03% | +5 728 |
| Truist Financial Corp US:TFC | 14 430 | $668 tis. | 0.03% | −90 |
| Parker-Hannifin Corporation US:PH | 688 | $657 tis. | 0.03% | +90 |
| Novartis AG ADR US:NVS | 4 521 | $645 tis. | 0.03% | −2 |
| QUALCOMM INC/DE US:QCOM | 3 479 | $640 tis. | 0.03% | +345 |
| Danaher Corporation US:DHR | 2 851 | $632 tis. | 0.03% | +111 |
| Progressive Corp US:PGR | 3 042 | $631 tis. | 0.03% | +44 |
| Booking Holdings Inc US:BKNG | 3 859 | $629 tis. | 0.03% | +188 |
| Compass Inc US:COMP | 70 392 | $625 tis. | 0.03% | −47 |
| iShares Russell 1000 Value E… US:IWD · ETF | 2 504 | $621 tis. | 0.03% | — |
| L3Harris Technologies Inc US:LHX | 2 566 | $608 tis. | 0.03% | +520 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 7 438 | $604 tis. | 0.03% | — |
| iShares Core MSCI Internatio… US:IDEV · ETF | 6 749 | $604 tis. | 0.03% | — |
| Vanguard Information Technol… US:VGT · ETF | 4 672 | $587 tis. | 0.02% | −63 |
| Illinois Tool Works Inc US:ITW | 2 282 | $587 tis. | 0.02% | +208 |
| ServiceNow Inc US:NOW | 4 351 | $583 tis. | 0.02% | +523 |
| Hershey Co US:HSY | 3 698 | $583 tis. | 0.02% | −15 |
| Norfolk Southern Corporation US:NSC | 1 872 | $578 tis. | 0.02% | +21 |
| J.P. Morgan Exchange-Traded… US:JMST · ETF | 11 379 | $575 tis. | 0.02% | −3 914 |
| Ecolab Inc US:ECL | 2 091 | $574 tis. | 0.02% | +29 |
| Dell Technologies Inc. US:DELL | 1 064 | $572 tis. | 0.02% | +194 |
| GENERAL DYNAMICS CORP US:GD | 1 709 | $567 tis. | 0.02% | +723 |
| Dow Inc US:DOW | 20 493 | $564 tis. | 0.02% | nová |
| Vanguard FTSE All-World ex-U… US:VSS · ETF | 3 583 | $556 tis. | 0.02% | — |
| American Tower Corp US:AMT | 3 358 | $550 tis. | 0.02% | +2 083 |
| BLACKROCK FLOATING RATE INCO CUSIP 09255X100 | 51 374 | $541 tis. | 0.02% | +1 732 |
| iShares S&P 500 Value ETF US:IVE · ETF | 2 363 | $539 tis. | 0.02% | — |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 2 264 | $538 tis. | 0.02% | nová |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 9 273 | $534 tis. | 0.02% | — |
| EMCOR Group Inc US:EME | 702 | $530 tis. | 0.02% | +299 |
| Hilton Worldwide Holdings In… US:HLT | 1 650 | $525 tis. | 0.02% | +7 |
| iShares S&P 500 Growth ETF US:IVW · ETF | 3 671 | $522 tis. | 0.02% | — |
| Western Digital Corporation US:WDC | 1 137 | $517 tis. | 0.02% | +165 |
| Verizon Communications Inc US:VZ | 11 214 | $514 tis. | 0.02% | −979 |
| Occidental Petroleum Corpora… US:OXY | 9 260 | $512 tis. | 0.02% | nová |
| Boston Scientific Corp US:BSX | 11 492 | $502 tis. | 0.02% | nová |
| Salesforce.com Inc US:CRM | 2 182 | $501 tis. | 0.02% | +285 |
| iShares Global 100 ETF US:IOO · ETF | 3 475 | $500 tis. | 0.02% | — |
| WisdomTree U.S. Quality Divi… US:DGRW · ETF | 5 129 | $499 tis. | 0.02% | — |
| Synopsys Inc US:SNPS | 1 141 | $496 tis. | 0.02% | nová |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 16 862 | $494 tis. | 0.02% | — |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 13 634 | $490 tis. | 0.02% | — |
| iShares Core Aggressive Allo… US:AOA · ETF | 5 013 | $488 tis. | 0.02% | — |
| Williams-Sonoma Inc US:WSM | 2 131 | $486 tis. | 0.02% | +74 |
| Hewlett Packard Enterprise C… US:HPE | 7 574 | $484 tis. | 0.02% | nová |
| TE CONNECTIVITY PLC CUSIP G87052109 | 2 289 | $483 tis. | 0.02% | nová |
| Marathon Petroleum Corp US:MPC | 1 208 | $478 tis. | 0.02% | +198 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 1 042 | $471 tis. | 0.02% | +543 |
| Arista Networks US:ANET | 2 312 | $471 tis. | 0.02% | +253 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 2 114 | $470 tis. | 0.02% | — |
| Strive, Inc. US:ASST | 15 948 | $469 tis. | 0.02% | −7 521 |
| Vanguard Energy Index Fund E… US:VDE · ETF | 2 707 | $466 tis. | 0.02% | — |
| Jacobs Solutions Inc. US:J | 3 420 | $463 tis. | 0.02% | +193 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 2 509 | $460 tis. | 0.02% | +381 |
| VeriSign Inc US:VRSN | 1 625 | $458 tis. | 0.02% | nová |
| iShares Russell 2000 Growth… US:IWO · ETF | 1 280 | $457 tis. | 0.02% | — |
| Regeneron Pharmaceuticals In… US:REGN | 598 | $453 tis. | 0.02% | +214 |
| Global X Data Center & Digit… US:DTCR · ETF | 16 414 | $445 tis. | 0.02% | — |
| Zscaler, Inc. US:ZS | 2 212 | $441 tis. | 0.02% | nová |
| Intuit Inc US:INTU | 1 591 | $439 tis. | 0.02% | nová |
| Centene Corp US:CNC | 6 982 | $434 tis. | 0.02% | nová |
| Northrop Grumman Corporation US:NOC | 890 | $430 tis. | 0.02% | +458 |
| Valero Energy Corporation US:VLO | 1 107 | $429 tis. | 0.02% | nová |
| STARBUCKS CORP US:SBUX | 4 550 | $428 tis. | 0.02% | −142 |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 2 165 | $423 tis. | 0.02% | — |
| iShares MSCI USA ESG Select US:SUSA · ETF | 2 719 | $423 tis. | 0.02% | — |
| 3M Company US:MMM | 2 576 | $423 tis. | 0.02% | +464 |
| Shell PLC US:SHEL | 4 429 | $421 tis. | 0.02% | +198 |
| Ares Capital Corporation US:ARCC | 3 611 | $419 tis. | 0.02% | +23 |
| Amphenol Corporation US:APH | 4 960 | $418 tis. | 0.02% | +2 804 |
| ConocoPhillips US:COP | 3 333 | $417 tis. | 0.02% | −8 |
| MEDTRONIC PLC CUSIP G5960L103 | 4 804 | $415 tis. | 0.02% | nová |
| Bristol-Myers Squibb Company US:BMY | 6 573 | $410 tis. | 0.02% | +2 407 |
| Airbnb Inc US:ABNB | 2 524 | $405 tis. | 0.02% | nová |
| Honeywell International Inc US:HON | 1 910 | $403 tis. | 0.02% | +446 |
| Atmos Energy Corporation US:ATO | 2 552 | $399 tis. | 0.02% | nová |
| HSBC Holdings PLC US:HSBC | 3 987 | $396 tis. | 0.02% | +247 |
| iShares U.S. Technology ETF US:IYW · ETF | 1 492 | $395 tis. | 0.02% | +16 |
| iShares Preferred and Income… US:PFF · ETF | 13 350 | $394 tis. | 0.02% | — |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 7 808 | $393 tis. | 0.02% | −40 000 |
| Corteva, Inc. US:CTVA | 5 018 | $390 tis. | 0.02% | +37 |
| Air Products and Chemicals I… US:APD | 1 385 | $385 tis. | 0.02% | +31 |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 2 581 | $384 tis. | 0.02% | +782 |
| Comfort Systems USA Inc US:FIX | 231 | $382 tis. | 0.02% | nová |
| Colgate-Palmolive Company US:CL | 4 409 | $376 tis. | 0.02% | +175 |
| Southern Company US:SO | 4 538 | $376 tis. | 0.02% | −477 |
| ViaSat Inc US:VSAT | 5 305 | $373 tis. | 0.02% | +34 |
| Cadence Design Systems Inc US:CDNS | 1 124 | $371 tis. | 0.02% | +341 |
| LYONDELLBASELL INDUSTRIES NV CUSIP N53745100 | 6 448 | $371 tis. | 0.02% | nová |
| Fastenal Company US:FAST | 7 455 | $369 tis. | 0.02% | +193 |
| EATON CORP PLC CUSIP G29183103 | 856 | $368 tis. | 0.02% | +141 |
| Union Pacific Corporation US:UNP | 1 351 | $368 tis. | 0.02% | +29 |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 1 248 | $365 tis. | 0.02% | — |
| Expedia Group Inc. US:EXPE | 1 381 | $364 tis. | 0.02% | nová |
| AMERICAN INTERNATIONAL GROUP… US:AIG | 4 878 | $363 tis. | 0.02% | nová |
| Coupang LLC US:CPNG | 26 041 | $361 tis. | 0.02% | −20 622 |
| Marvell Technology, Inc. US:MRVL | 1 363 | $360 tis. | 0.01% | +563 |
| Freeport-McMoran Copper & Go… US:FCX | 5 122 | $359 tis. | 0.01% | nová |
| Elevance Health Inc US:ELV | 922 | $358 tis. | 0.01% | nová |
| STRYKER CORP US:SYK | 1 292 | $356 tis. | 0.01% | −48 |
| Agilent Technologies Inc US:A | 2 047 | $353 tis. | 0.01% | nová |
| Golub Capital BDC Inc US:GBDC | 27 788 | $351 tis. | 0.01% | — |
| Consumer Staples Select Sect… US:XLP · ETF | 4 351 | $351 tis. | 0.01% | −229 |
| Alliant Energy Corp US:LNT | 5 531 | $350 tis. | 0.01% | −28 |
| Ametek Inc US:AME | 1 404 | $348 tis. | 0.01% | nová |
| PNC Financial Services Group… US:PNC | 1 558 | $346 tis. | 0.01% | +429 |
| Lumentum Holdings Inc. US:LITE | 354 | $344 tis. | 0.01% | +92 |
| KKR & Co. Inc. US:KKR | 3 663 | $334 tis. | 0.01% | +411 |
| Franklin BSP Realty Trust In… US:FBRT | 52 318 | $334 tis. | 0.01% | +296 |
| Schwab Fundamental Internati… US:FNDC · ETF | 6 684 | $333 tis. | 0.01% | — |
| Moderna Inc US:MRNA | 1 728 | $333 tis. | 0.01% | nová |
| Etsy, Inc. US:ETSY | 4 624 | $331 tis. | 0.01% | −681 |
| Constellation Energy Corp US:CEG | 1 301 | $330 tis. | 0.01% | nová |
| Newmont Goldcorp Corp US:NEM | 2 860 | $330 tis. | 0.01% | nová |
| CARNIVAL CORP LTD CUSIP G2004J103 | 13 267 | $326 tis. | 0.01% | nová |
| Uber Technologies Inc US:UBER | 4 747 | $325 tis. | 0.01% | −42 |
| Capital Group U.S. Multi-Sec… US:CGMS · ETF | 12 381 | $325 tis. | 0.01% | — |
| General Motors Company US:GM | 4 208 | $324 tis. | 0.01% | nová |
| CarMax Inc US:KMX | 5 875 | $324 tis. | 0.01% | nová |
| Invesco Variable Rate Prefer… US:VRP · ETF | 13 606 | $323 tis. | 0.01% | −2 988 |
| Cloudflare Inc US:NET | 928 | $322 tis. | 0.01% | nová |
| McKesson Corporation US:MCK | 376 | $321 tis. | 0.01% | nová |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 1 922 | $321 tis. | 0.01% | — |
| PepsiCo Inc US:PEP | 2 507 | $318 tis. | 0.01% | −574 |
| The Travelers Companies Inc US:TRV | 889 | $317 tis. | 0.01% | +198 |
| Vanguard Consumer Staples In… US:VDC · ETF | 1 450 | $316 tis. | 0.01% | — |
| Public Service Enterprise Gr… US:PEG | 4 691 | $316 tis. | 0.01% | nová |
| WisdomTree Emerging Markets… US:DEM · ETF | 5 684 | $314 tis. | 0.01% | −65 |
| Credit Acceptance Corporatio… US:CACC | 590 | $313 tis. | 0.01% | +3 |
| Insulet Corporation US:PODD | 2 386 | $311 tis. | 0.01% | nová |
| Qnity Electronics, Inc US:Q | 2 474 | $311 tis. | 0.01% | +141 |
| iShares Core Dividend Growth… US:DGRO · ETF | 4 100 | $309 tis. | 0.01% | — |
| BHP Group Limited US:BHP | 3 632 | $308 tis. | 0.01% | +107 |
| iShares Expanded Tech Sector… US:IGM · ETF | 1 821 | $308 tis. | 0.01% | — |
| T-Mobile US Inc US:TMUS | 1 879 | $306 tis. | 0.01% | +458 |
| Cheniere Energy Inc US:LNG | 1 139 | $306 tis. | 0.01% | nová |
| Equinix Inc US:EQIX | 302 | $305 tis. | 0.01% | nová |
| Atlassian Corp Plc US:TEAM | 1 696 | $304 tis. | 0.01% | nová |
| S&P Global Inc US:SPGI | 769 | $303 tis. | 0.01% | +8 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 619 | $302 tis. | 0.01% | +25 |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 9 045 | $301 tis. | 0.01% | — |
| Carrier Global Corp US:CARR | 5 470 | $300 tis. | 0.01% | nová |
| Antero Resources Corp US:AR | 8 984 | $300 tis. | 0.01% | nová |
| Cincinnati Financial Corpora… US:CINF | 1 877 | $299 tis. | 0.01% | nová |
| Vertex Pharmaceuticals Inc US:VRTX | 568 | $297 tis. | 0.01% | +21 |
| Steel Dynamics Inc US:STLD | 1 331 | $295 tis. | 0.01% | +17 |
| Godaddy Inc US:GDDY | 3 058 | $292 tis. | 0.01% | nová |
| Unilever PLC US:UL | 4 797 | $291 tis. | 0.01% | +337 |
| DOLLAR TREE, INC. US:DLTR | 2 545 | $290 tis. | 0.01% | nová |
| Gartner Inc US:IT | 1 553 | $290 tis. | 0.01% | nová |
| Ameriprise Financial Inc US:AMP | 586 | $289 tis. | 0.01% | nová |
| iShares Core S&P U.S. Value… US:IUSV · ETF | 2 607 | $288 tis. | 0.01% | — |
| VIVMARK RESIDENTIAL US:VMRK | 4 702 | $286 tis. | 0.01% | +429 |
| Arrow Electronics Inc US:ARW | 1 253 | $284 tis. | 0.01% | nová |
| Target Corporation US:TGT | 1 807 | $283 tis. | 0.01% | +173 |
| Adobe Systems Incorporated US:ADBE | 1 174 | $282 tis. | 0.01% | nová |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 3 048 | $282 tis. | 0.01% | nová |
| APA Corporation US:APA | 6 775 | $281 tis. | 0.01% | +577 |
| WisdomTree U.S. Total Divide… US:DTD · ETF | 3 000 | $280 tis. | 0.01% | — |
| ASTRAZENECA PLC CUSIP G0593M107 | 1 714 | $277 tis. | 0.01% | −17 |
| Insmed Inc US:INSM | 2 354 | $269 tis. | 0.01% | nová |
| Moodys Corporation US:MCO | 590 | $268 tis. | 0.01% | +29 |
| Welltower Inc US:WELL | 1 151 | $265 tis. | 0.01% | +75 |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 753 | $265 tis. | 0.01% | — |
| Williams Companies Inc US:WMB | 3 895 | $265 tis. | 0.01% | +73 |
| Kinder Morgan, Inc. US:KMI | 8 756 | $264 tis. | 0.01% | +106 |
| FORD MOTOR CO US:F | 21 739 | $262 tis. | 0.01% | +11 234 |
| WESCO International Inc US:WCC | 727 | $261 tis. | 0.01% | nová |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 1 485 | $258 tis. | 0.01% | nová |
| FEDEX CORP US:FDX | 905 | $258 tis. | 0.01% | +45 |
| Blackstone Secured Lending F… US:BXSL | 10 738 | $257 tis. | 0.01% | +15 |
| Kroger Company US:KR | 4 383 | $257 tis. | 0.01% | nová |
| Take-Two Interactive Softwar… US:TTWO | 1 234 | $256 tis. | 0.01% | nová |
| Jabil Circuit Inc US:JBL | 889 | $255 tis. | 0.01% | +315 |
| Toyota Motor Corporation ADR US:TM | 1 389 | $254 tis. | 0.01% | +124 |
| Nutanix, Inc. US:NTNX | 3 584 | $252 tis. | 0.01% | nová |
| Crane Company US:CR | 1 235 | $252 tis. | 0.01% | nová |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 7 999 | $252 tis. | 0.01% | — |
| PG&E Corp US:PCG | 20 481 | $251 tis. | 0.01% | nová |
| Keysight Technologies, Inc. US:KEYS | 688 | $250 tis. | 0.01% | nová |
| Paychex Inc US:PAYX | 2 535 | $250 tis. | 0.01% | +38 |
| Devon Energy Corporation US:DVN | 5 386 | $248 tis. | 0.01% | nová |
| INVESCO LTD CUSIP G491BT108 | 8 217 | $248 tis. | 0.01% | nová |
| AKAMAI TECHNOLOGIES INC US:AKAM | 2 315 | $246 tis. | 0.01% | nová |
| iShares Trust - iShares iBon… US:IBMR · ETF | 9 923 | $245 tis. | 0.01% | −3 567 |
| Akre Focus ETF US:AKRE · ETF | 4 640 | $244 tis. | 0.01% | — |
| HP Inc US:HPQ | 7 808 | $244 tis. | 0.01% | nová |
| Tyson Foods Inc US:TSN | 4 819 | $244 tis. | 0.01% | +1 167 |
| Halliburton Company US:HAL | 7 654 | $243 tis. | 0.01% | nová |
| Westinghouse Air Brake Techn… US:WAB | 846 | $243 tis. | 0.01% | +22 |
| GE HealthCare Technologies I… US:GEHC | 3 706 | $242 tis. | 0.01% | +421 |
| MARRIOTT INTERNATIONAL INC US:MAR | 666 | $237 tis. | 0.01% | nová |
| METLIFE INC US:MET | 2 513 | $237 tis. | 0.01% | nová |
| HARTFORD INSURANCE GROUP, IN… US:HIG | 1 933 | $237 tis. | 0.01% | nová |
| Broadstone Net Lease Inc US:BNL | 12 751 | $236 tis. | 0.01% | +20 |
| Vanguard Total World Stock I… US:VT · ETF | 1 488 | $235 tis. | 0.01% | — |
| NewMarket Corporation US:NEU | 260 | $233 tis. | 0.01% | +3 |
| CBRE Group Inc Class A US:CBRE | 1 814 | $233 tis. | 0.01% | nová |
| Sumitomo Mitsui Financial Gr… US:SMFG | 8 899 | $231 tis. | 0.01% | +333 |
| CH Robinson Worldwide Inc US:CHRW | 1 555 | $230 tis. | 0.01% | nová |
| Goldman Sachs ActiveBeta® U.… US:GSLC · ETF | 1 571 | $228 tis. | 0.01% | — |
| TOTALENERGIES SE CUSIP F92124100 | 2 662 | $228 tis. | 0.01% | +39 |
| Veeva Systems Inc Class A US:VEEV | 795 | $227 tis. | 0.01% | nová |
| SAP SE ADR US:SAP | 1 081 | $225 tis. | 0.01% | nová |
| Monolithic Power Systems Inc US:MPWR | 167 | $225 tis. | 0.01% | −11 |
| Broadridge Financial Solutio… US:BR | 1 390 | $224 tis. | 0.01% | nová |
| East West Bancorp Inc US:EWBC | 1 802 | $223 tis. | 0.01% | nová |
| Wayfair Inc US:W | 2 167 | $222 tis. | 0.01% | nová |
| U.S. Bancorp US:USB | 3 842 | $222 tis. | 0.01% | +334 |
| Tetra Tech Inc US:TTEK | 6 634 | $219 tis. | 0.01% | nová |
| Deckers Outdoor Corporation US:DECK | 2 784 | $218 tis. | 0.01% | nová |
| UBS GROUP AG CUSIP H42097107 | 4 513 | $217 tis. | 0.01% | +120 |
| iShares MSCI USA Value Facto… US:VLUE · ETF | 1 097 | $217 tis. | 0.01% | — |
| United Parcel Service Inc US:UPS | 2 310 | $216 tis. | 0.01% | −33 |
| FERRARI N V CUSIP N3167Y103 | 546 | $214 tis. | 0.01% | nová |
| The Boeing Company US:BA | 1 151 | $214 tis. | 0.01% | −239 |
| Honeywell Aerospace Inc US:HONA | 1 372 | $213 tis. | 0.01% | −96 |
| PINTEREST, INC. US:PINS | 11 244 | $212 tis. | 0.01% | nová |
| Waste Connections Inc US:WCN | 1 378 | $212 tis. | 0.01% | nová |
| PPG Industries Inc US:PPG | 2 005 | $209 tis. | 0.01% | nová |
| Performance Food Group Co US:PFGC | 2 281 | $209 tis. | 0.01% | nová |
| iShares iBonds Dec 2026 Term… US:IBDR · ETF | 8 610 | $209 tis. | 0.01% | −9 796 |
| Marsh & McLennan Companies,… US:MRSH | 1 220 | $208 tis. | 0.01% | nová |
| Enterprise Products Partners… US:EPD | 5 847 | $208 tis. | 0.01% | −211 |
| Banco Santander S.A. US:SAN | 14 967 | $207 tis. | 0.01% | +1 521 |
| VF Corporation US:VFC | 14 720 | $207 tis. | 0.01% | nová |
| Host Hotels & Resorts Inc US:HST | 9 225 | $207 tis. | 0.01% | nová |
| First Trust Cloud Computing… US:SKYY · ETF | 1 250 | $205 tis. | 0.01% | nová |
| Global X MLP & Energy Infras… US:MLPX · ETF | 2 930 | $205 tis. | 0.01% | +13 |
| Madrigal Pharmaceuticals Inc US:MDGL | 405 | $204 tis. | 0.01% | nová |
| Camden Property Trust US:CPT | 2 110 | $204 tis. | 0.01% | +28 |
| Iron Mountain Incorporated US:IRM | 1 830 | $203 tis. | 0.01% | nová |
| American Electric Power Co I… US:AEP | 1 705 | $202 tis. | 0.01% | +175 |
| ON Semiconductor Corporation US:ON | 2 619 | $201 tis. | 0.01% | nová |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 2 352 | $201 tis. | 0.01% | nová |
| Watts Water Technologies Inc US:WTS | 567 | $201 tis. | 0.01% | +27 |
| CNH INDL N V CUSIP N20944109 | 15 246 | $196 tis. | 0.01% | nová |
| Mizuho Financial Group Inc. US:MFG | 16 730 | $185 tis. | 0.01% | +1 501 |
| Lloyds Banking Group plc US:LYG | 14 727 | $82.9 tis. | 0.00% | +1 446 |
| Brilliant Earth Group Inc US:BRLT | 27 419 | $36.5 tis. | 0.00% | nová |
| Wipro Limited ADR US:WIT | 10 751 | $17.7 tis. | 0.00% | −3 763 |
| Novo Nordisk A/S US:NVO | 0 (bylo 4 785) | — | — | prodána |
| PIMCO Enhanced Short Maturit… US:MINT · ETF | 0 (bylo 10 500) | — | — | prodána |
| RBC Bearings Incorporated US:RBC | 0 (bylo 391) | — | — | prodána |
| Acushnet Holdings Corp US:GOLF | 0 (bylo 1 719) | — | — | prodána |
| Tapestry Inc US:TPR | 0 (bylo 1 663) | — | — | prodána |
| Applovin Corp US:APP | 0 (bylo 509) | — | — | prodána |
| Vanguard Global ex-U.S. Real… US:VNQI · ETF | 0 (bylo 4 720) | — | — | prodána |
| Yum! Brands Inc US:YUM | 0 (bylo 1 499) | — | — | prodána |
| CVS Health Corp US:CVS | 0 (bylo 2 331) | — | — | prodána |
| DEUTSCHE BK AG CUSIP D18190898 | 0 (bylo 8 547) | — | — | prodána |
| CenterPoint Energy Inc US:CNP | 0 (bylo 4 772) | — | — | prodána |
| CIENA CORP US:CIEN | 0 (bylo 503) | — | — | prodána |
| Duke Energy CORP US:DUK | 0 (bylo 2 237) | — | — | prodána |
| Exxon Mobil Corporation US:XOM | 0 (bylo 39 028) | — | — | prodána |
| Greenbrier Companies Inc US:GBX | 0 (bylo 4 566) | — | — | prodána |
| iShares Cohen & Steers REIT… US:ICF · ETF | 0 (bylo 3 120) | — | — | prodána |
| iShares MSCI India ETF US:INDA · ETF | 0 (bylo 4 616) | — | — | prodána |
| iShares Short Maturity Bond… US:NEAR · ETF | 0 (bylo 25 590) | — | — | prodána |
| iShares iBonds Dec 2027 Term… US:IBMP · ETF | 0 (bylo 10 960) | — | — | prodána |
| iShares Trust - iShares iBon… US:IBMQ · ETF | 0 (bylo 9 620) | — | — | prodána |
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