Nėra interneto ryšio – rodoma išsaugota puslapio versija.
← į stambius investuotojus

Klingman & Associates, LLC

turto valdytojas · portfelis $2.41 mlrd. · 423 pozicijų · ataskaita 30.09.2026

Akcijų pozicijos ataskaita už 30.09.2026, pateikta 20.10.2026; pokytis — palyginti su 30.06.2026 · 443

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