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TCI Wealth Advisors, Inc.
administrator de active · portofoliu $2.49 mld. · 289 poziții · raport la 30.09.2026
Poziții în Acțiuni raport pentru 30.09.2026, depus 30.10.2026; modificare — față de 30.06.2026 · 303
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare Trimestrială |
|---|---|---|---|---|
| Dimensional U.S. Equity ETF US:DFUS · ETF | 4 110 854 | $341 mil. | 13.74% | +281 729 |
| DFA Investment Dimensions Gr… US:DFAS · ETF | 2 879 970 | $223 mil. | 8.98% | +58 996 |
| Dimensional US Marketwide Va… US:DFUV · ETF | 3 927 882 | $216 mil. | 8.70% | −116 849 |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 1 462 447 | $172 mil. | 6.93% | +73 723 |
| DFA Investment Dimensions Gr… US:DUHP · ETF | 3 301 278 | $138 mil. | 5.57% | nouă |
| DFA Investment Dimensions Gr… US:DFAC · ETF | 2 416 217 | $107 mil. | 4.32% | +33 390 |
| Dimensional Emerging Core Eq… US:DFAE · ETF | 2 629 089 | $103 mil. | 4.16% | +192 516 |
| Dimensional International Va… US:DFIV · ETF | 1 723 500 | $96.3 mil. | 3.88% | −62 634 |
| Avantis® International Small… US:AVDV · ETF | 767 927 | $84.0 mil. | 3.38% | +18 257 |
| Dimensional ETF Trust - Dime… US:DFGR · ETF | 2 502 728 | $67.7 mil. | 2.73% | −303 056 |
| Dimensional Global Core Plus… US:DFGP · ETF | 1 172 892 | $60.9 mil. | 2.45% | +487 446 |
| Dimensional ETF Trust - Dime… US:DFIS · ETF | 1 640 529 | $59.4 mil. | 2.39% | +78 498 |
| Dimensional International Hi… US:DIHP · ETF | 1 596 671 | $53.8 mil. | 2.17% | −51 186 |
| Apple Inc. US:AAPL | 116 200 | $38.7 mil. | 1.56% | −7 083 |
| American Century ETF Trust -… US:AVLV · ETF | 343 363 | $31.1 mil. | 1.25% | +301 444 |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 450 552 | $29.9 mil. | 1.21% | −14 789 |
| Dimensional World ex U.S. Co… US:DFAX · ETF | 783 861 | $29.0 mil. | 1.17% | −16 475 |
| Vanguard Total Stock Market… US:VTI · ETF | 71 544 | $26.8 mil. | 1.08% | +14 070 |
| Longview Advantage ETF US:EBI · ETF | 336 794 | $22.0 mil. | 0.89% | — |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 225 322 | $21.2 mil. | 0.85% | −4 153 |
| iShares Core U.S. Aggregate… US:AGG · ETF | 223 239 | $21.1 mil. | 0.85% | +22 616 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 240 098 | $18.5 mil. | 0.75% | +212 778 |
| Vanguard Intermediate-Term B… US:BIV · ETF | 241 997 | $17.6 mil. | 0.71% | +194 527 |
| Avantis® International Equit… US:AVDE · ETF | 181 444 | $16.3 mil. | 0.66% | +12 169 |
| Microsoft Corporation US:MSFT | 29 600 | $15.2 mil. | 0.61% | −2 759 |
| Dimensional US Sustainabilit… US:DFSU · ETF | 319 062 | $15.1 mil. | 0.61% | +43 971 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 104 766 | $14.3 mil. | 0.57% | −1 852 |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 39 337 | $13.8 mil. | 0.56% | nouă |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 16 708 | $12.7 mil. | 0.51% | +1 411 |
| NVIDIA Corporation US:NVDA | 54 196 | $12.4 mil. | 0.50% | +7 869 |
| Dimensional ETF Trust - Dime… US:DFLV · ETF | 306 936 | $12.3 mil. | 0.50% | −157 |
| Caterpillar Inc US:CAT | 14 908 | $12.1 mil. | 0.49% | −40 |
| iShares Core S&P 500 ETF US:IVV · ETF | 15 685 | $12.0 mil. | 0.48% | −66 |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 233 164 | $11.0 mil. | 0.44% | +174 412 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 21 997 | $11.0 mil. | 0.44% | +971 |
| Johnson & Johnson US:JNJ | 37 966 | $10.1 mil. | 0.40% | −611 |
| DFA Investment Dimensions Gr… US:DFSV · ETF | 255 986 | $9.59 mil. | 0.39% | nouă |
| Dimensional International Co… US:DFAI · ETF | 227 173 | $9.41 mil. | 0.38% | +30 808 |
| Avantis International Large… US:AVIV · ETF | 115 454 | $9.19 mil. | 0.37% | +108 769 |
| Eli Lilly and Company US:LLY | 6 841 | $7.92 mil. | 0.32% | +17 |
| Exxon Mobil Corporation US:XOM | 48 266 | $7.86 mil. | 0.32% | nouă |
| Vanguard Total International… US:VXUS · ETF | 87 662 | $7.45 mil. | 0.30% | +80 335 |
| Amazon.com, Inc. US:AMZN | 28 995 | $7.22 mil. | 0.29% | −816 |
| VSDM US:VSDM · ETF | 94 415 | $7.02 mil. | 0.28% | +78 995 |
| DFA Investment Dimensions Gr… US:DCOR · ETF | 84 814 | $7.01 mil. | 0.28% | nouă |
| Vanguard Total Bond Market I… US:BND · ETF | 96 227 | $6.75 mil. | 0.27% | +53 704 |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 22 576 | $6.42 mil. | 0.26% | +14 696 |
| Dimensional International Co… US:DFIC · ETF | 169 668 | $6.38 mil. | 0.26% | +14 379 |
| COSTCO WHOLESALE CORP /NEW US:COST | 7 005 | $6.38 mil. | 0.26% | +611 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 28 874 | $6.24 mil. | 0.25% | −407 |
| Dimensional US Core Equity M… US:DFAU · ETF | 114 736 | $6.01 mil. | 0.24% | +2 752 |
| Dimensional World Equity ETF US:DFAW · ETF | 72 343 | $5.95 mil. | 0.24% | −4 987 |
| Chevron Corp US:CVX | 27 598 | $5.64 mil. | 0.23% | +238 |
| Alphabet Inc. US:GOOGL | 15 673 | $5.39 mil. | 0.22% | −566 |
| Dimensional ETF Trust - Dime… US:DFEM · ETF | 135 525 | $5.38 mil. | 0.22% | +1 419 |
| Dimensional International Su… US:DFSI · ETF | 113 877 | $5.14 mil. | 0.21% | +3 532 |
| Vanguard S&P 500 ETF US:VOO · ETF | 7 230 | $5.07 mil. | 0.20% | +1 851 |
| Alphabet Inc. US:GOOG | 14 564 | $4.96 mil. | 0.20% | −1 246 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 22 165 | $4.93 mil. | 0.20% | −1 045 |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 51 227 | $4.25 mil. | 0.17% | +35 246 |
| Woodward Inc US:WWD | 12 484 | $4.10 mil. | 0.17% | −6 |
| AbbVie Inc US:ABBV | 15 188 | $3.97 mil. | 0.16% | −243 |
| Dimensional Emerging Markets… US:DFSE · ETF | 81 855 | $3.96 mil. | 0.16% | −2 502 |
| Invesco QQQ Trust US:QQQ · ETF | 5 273 | $3.90 mil. | 0.16% | +66 |
| Broadcom Inc. US:AVGO | 10 893 | $3.83 mil. | 0.15% | +4 785 |
| JPMorgan Chase & Co. US:JPM | 11 040 | $3.65 mil. | 0.15% | −65 |
| McDonald’s Corporation US:MCD | 15 749 | $3.64 mil. | 0.15% | −3 299 |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 45 995 | $3.51 mil. | 0.14% | −692 |
| Vanguard Short-Term Tax-Exem… US:VTES · ETF | 26 457 | $2.61 mil. | 0.11% | +1 302 |
| Tesla, Inc. US:TSLA | 7 282 | $2.58 mil. | 0.10% | +1 599 |
| Dimensional Short-Duration F… US:DFSD · ETF | 53 170 | $2.47 mil. | 0.10% | +303 |
| iShares MSCI EAFE ETF US:EFA · ETF | 22 519 | $2.34 mil. | 0.09% | +2 667 |
| McKesson Corporation US:MCK | 2 739 | $2.34 mil. | 0.09% | +2 |
| Walmart Inc. US:WMT | 20 853 | $2.17 mil. | 0.09% | −163 |
| Advanced Micro Devices Inc US:AMD | 3 443 | $2.11 mil. | 0.08% | +2 469 |
| Meta Platforms, Inc. US:META | 2 868 | $2.08 mil. | 0.08% | −120 |
| Procter & Gamble Company US:PG | 14 273 | $2.07 mil. | 0.08% | +517 |
| Dimensional Core Fixed Incom… US:DFCF · ETF | 50 242 | $2.02 mil. | 0.08% | nouă |
| Vanguard Total International… US:BNDX · ETF | 39 143 | $1.83 mil. | 0.07% | nouă |
| Vanguard Small-Cap Growth In… US:VBK · ETF | 5 389 | $1.82 mil. | 0.07% | — |
| Dimensional Global ex US Cor… US:DFGX · ETF | 34 851 | $1.78 mil. | 0.07% | nouă |
| 3M Company US:MMM | 10 470 | $1.72 mil. | 0.07% | +2 532 |
| Intel Corporation US:INTC | 14 278 | $1.72 mil. | 0.07% | +332 |
| Kimberly-Clark Corporation US:KMB | 17 198 | $1.68 mil. | 0.07% | −1 387 |
| American Express Company US:AXP | 5 480 | $1.67 mil. | 0.07% | +193 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 18 371 | $1.66 mil. | 0.07% | +3 060 |
| Dimensional National Municip… US:DFNM · ETF | 35 494 | $1.63 mil. | 0.07% | nouă |
| Honeywell International Inc US:HON | 7 739 | $1.63 mil. | 0.07% | +115 |
| iShares Russell 1000 Value E… US:IWD · ETF | 6 584 | $1.63 mil. | 0.07% | +47 |
| MERCK & CO INC US:MRK | 11 163 | $1.62 mil. | 0.07% | +1 921 |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 19 867 | $1.56 mil. | 0.06% | nouă |
| Cisco Systems Inc US:CSCO | 14 127 | $1.52 mil. | 0.06% | +1 721 |
| The Home Depot Inc US:HD | 5 182 | $1.47 mil. | 0.06% | +484 |
| International Business Machi… US:IBM | 6 672 | $1.47 mil. | 0.06% | −753 |
| Lockheed Martin Corporation US:LMT | 2 788 | $1.42 mil. | 0.06% | +844 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 6 030 | $1.41 mil. | 0.06% | +1 928 |
| Verizon Communications Inc US:VZ | 30 108 | $1.38 mil. | 0.06% | +2 949 |
| Texas Instruments Incorporat… US:TXN | 4 890 | $1.37 mil. | 0.06% | +33 |
| Illinois Tool Works Inc US:ITW | 5 225 | $1.34 mil. | 0.05% | −45 |
| PepsiCo Inc US:PEP | 10 535 | $1.33 mil. | 0.05% | −1 774 |
| GE Aerospace US:GE | 4 252 | $1.33 mil. | 0.05% | +140 |
| Vanguard Energy Index Fund E… US:VDE · ETF | 7 678 | $1.32 mil. | 0.05% | −194 |
| Avantis Real Estate ETF US:AVRE · ETF | 29 657 | $1.32 mil. | 0.05% | +5 042 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 18 448 | $1.30 mil. | 0.05% | +3 911 |
| Upstart Holdings Inc US:UPST | 56 565 | $1.30 mil. | 0.05% | +3 859 |
| RTX Corporation US:RTX | 7 003 | $1.30 mil. | 0.05% | +204 |
| Visa Inc. Class A US:V | 3 604 | $1.29 mil. | 0.05% | −84 |
| iShares Select Dividend ETF US:DVY · ETF | 8 251 | $1.25 mil. | 0.05% | +87 |
| Honeywell Aerospace Inc US:HONA | 7 675 | $1.19 mil. | 0.05% | +91 |
| Vanguard High Dividend Yield… US:VYM · ETF | 7 635 | $1.18 mil. | 0.05% | +763 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 13 085 | $1.17 mil. | 0.05% | +5 144 |
| AT&T Inc. US:T | 47 255 | $1.15 mil. | 0.05% | −1 006 |
| Schwab International Equity… US:SCHF · ETF | 40 814 | $1.12 mil. | 0.05% | +5 939 |
| Vanguard FTSE All-World ex-U… US:VSS · ETF | 7 200 | $1.12 mil. | 0.05% | −1 438 |
| Union Pacific Corporation US:UNP | 4 005 | $1.09 mil. | 0.04% | −27 |
| Parsons Corp US:PSN | 25 095 | $1.03 mil. | 0.04% | −6 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 28 527 | $1.02 mil. | 0.04% | +75 |
| Vanguard Total World Stock I… US:VT · ETF | 6 454 | $1.02 mil. | 0.04% | +768 |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 9 979 | $1.00 mil. | 0.04% | nouă |
| CVS Health Corp US:CVS | 11 562 | $991 mii | 0.04% | −491 |
| Micron Technology Inc US:MU | 930 | $991 mii | 0.04% | +120 |
| Watsco Inc US:WSO | 3 191 | $966 mii | 0.04% | +1 |
| iShares Short Maturity Bond… US:NEAR · ETF | 19 356 | $965 mii | 0.04% | +206 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 4 116 | $951 mii | 0.04% | +71 |
| Goldman Sachs Group Inc US:GS | 1 051 | $946 mii | 0.04% | −22 |
| CLOROX CO DEL US:CLX | 11 367 | $921 mii | 0.04% | +8 |
| GE Vernova LLC US:GEV | 965 | $917 mii | 0.04% | +5 |
| Philip Morris International… US:PM | 4 776 | $911 mii | 0.04% | −668 |
| Deere & Company US:DE | 1 353 | $909 mii | 0.04% | +82 |
| ABBOTT LABORATORIES US:ABT | 9 097 | $899 mii | 0.04% | −497 |
| iShares 0-5 Year TIPS Bond E… US:STIP · ETF | 8 463 | $844 mii | 0.03% | −8 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 14 190 | $842 mii | 0.03% | +4 743 |
| Taiwan Semiconductor Manufac… US:TSM | 1 840 | $839 mii | 0.03% | −52 |
| iShares Russell 1000 Growth… US:IWF · ETF | 6 684 | $837 mii | 0.03% | +320 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 1 268 | $833 mii | 0.03% | — |
| SCHWAB CHARLES CORP US:SCHW | 8 422 | $823 mii | 0.03% | −394 |
| Lam Research Corp US:LRCX | 2 499 | $821 mii | 0.03% | +101 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 8 396 | $813 mii | 0.03% | −637 |
| Valero Energy Corporation US:VLO | 2 098 | $813 mii | 0.03% | +28 |
| WW Grainger Inc US:GWW | 644 | $802 mii | 0.03% | +3 |
| SPDR® Gold Shares US:GLD · ETF | 2 020 | $769 mii | 0.03% | −241 |
| QUALCOMM INC/DE US:QCOM | 4 064 | $748 mii | 0.03% | −667 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $747 mii | 0.03% | −1 |
| Bank of America Corp US:BAC | 13 403 | $730 mii | 0.03% | +2 165 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 4 231 | $704 mii | 0.03% | +72 |
| Vanguard Information Technol… US:VGT · ETF | 5 266 | $662 mii | 0.03% | −433 |
| Mastercard Inc US:MA | 1 199 | $661 mii | 0.03% | −201 |
| Applied Materials Inc US:AMAT | 1 235 | $632 mii | 0.03% | +11 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 20 563 | $617 mii | 0.02% | +4 126 |
| Altria Group US:MO | 9 154 | $616 mii | 0.02% | −109 |
| Pinnacle West Capital Corp US:PNW | 6 609 | $615 mii | 0.02% | +1 508 |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 18 269 | $596 mii | 0.02% | +4 885 |
| Amgen Inc US:AMGN | 1 398 | $589 mii | 0.02% | −293 |
| Vanguard Mega Cap Growth Ind… US:MGK · ETF | 6 355 | $589 mii | 0.02% | — |
| iShares MSCI Emerging Market… US:EMXC · ETF | 5 869 | $581 mii | 0.02% | — |
| Avantis All Equity Markets E… US:AVGE · ETF | 5 822 | $573 mii | 0.02% | −300 |
| FEDEX CORP US:FDX | 1 948 | $555 mii | 0.02% | +7 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 5 153 | $550 mii | 0.02% | — |
| iShares Russell 3000 ETF US:IWV · ETF | 1 227 | $530 mii | 0.02% | nouă |
| ServiceNow Inc US:NOW | 3 901 | $523 mii | 0.02% | +45 |
| Oracle Corporation US:ORCL | 3 804 | $522 mii | 0.02% | −1 317 |
| Cintas Corporation US:CTAS | 2 665 | $520 mii | 0.02% | +19 |
| Netflix Inc US:NFLX | 7 372 | $513 mii | 0.02% | −951 |
| Nucor Corp US:NUE | 2 099 | $491 mii | 0.02% | +9 |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 4 929 | $480 mii | 0.02% | +385 |
| Defiance Quantum ETF US:QTUM · ETF | 3 057 | $463 mii | 0.02% | +37 |
| iShares U.S. Infrastructure… US:IFRA · ETF | 8 146 | $448 mii | 0.02% | −2 000 |
| iShares MSCI Intl Small-Cap… US:ISCF · ETF | 9 987 | $446 mii | 0.02% | −76 |
| American Century ETF Trust -… US:AVSU · ETF | 5 017 | $442 mii | 0.02% | — |
| HF Sinclair Corp US:DINO | 4 112 | $441 mii | 0.02% | +67 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 2 904 | $438 mii | 0.02% | nouă |
| Phillips 66 US:PSX | 1 705 | $435 mii | 0.02% | −193 |
| Xcel Energy Inc US:XEL | 6 152 | $434 mii | 0.02% | −49 |
| iShares Russell 2000 ETF US:IWM · ETF | 1 555 | $432 mii | 0.02% | −31 |
| GATES INDL CORP LTD CUSIP G39104107 | 16 382 | $429 mii | 0.02% | nouă |
| iShares MSCI World ETF US:URTH · ETF | 2 080 | $429 mii | 0.02% | nouă |
| Walt Disney Co US:DIS | 4 064 | $426 mii | 0.02% | −14 |
| Vanguard Intermediate-Term T… US:VTEI · ETF | 4 458 | $425 mii | 0.02% | −16 820 |
| American Century ETF Trust -… US:AVSD · ETF | 5 215 | $415 mii | 0.02% | −39 |
| iShares International Select… US:IDV · ETF | 9 844 | $415 mii | 0.02% | −460 |
| The Coca-Cola Company US:KO | 4 804 | $414 mii | 0.02% | +607 |
| Pfizer Inc US:PFE | 14 418 | $411 mii | 0.02% | −839 |
| Colgate-Palmolive Company US:CL | 4 778 | $408 mii | 0.02% | nouă |
| Cencora, Inc. US:COR | 1 345 | $404 mii | 0.02% | +7 |
| Dimensional ETF Trust - Dime… US:DISV · ETF | 9 294 | $402 mii | 0.02% | nouă |
| Hewlett Packard Enterprise C… US:HPE | 6 217 | $397 mii | 0.02% | −566 |
| IDEXX Laboratories Inc US:IDXX | 754 | $394 mii | 0.02% | nouă |
| Global X Artificial Intellig… US:AIQ · ETF | 5 919 | $386 mii | 0.02% | — |
| STARBUCKS CORP US:SBUX | 4 077 | $383 mii | 0.02% | +4 |
| SPDR® S&P International Smal… US:GWX · ETF | 8 318 | $379 mii | 0.02% | — |
| Southern Company US:SO | 4 568 | $379 mii | 0.02% | −75 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 5 244 | $377 mii | 0.02% | −3 182 |
| MEDTRONIC PLC CUSIP G5960L103 | 4 353 | $376 mii | 0.02% | −81 |
| United Rentals Inc US:URI | 374 | $374 mii | 0.02% | +3 |
| iShares Flexible Income Acti… US:BINC · ETF | 7 229 | $367 mii | 0.01% | nouă |
| Vanguard ESG US Stock US:ESGV · ETF | 2 683 | $364 mii | 0.01% | +75 |
| Marathon Petroleum Corp US:MPC | 918 | $363 mii | 0.01% | +8 |
| Invesco NASDAQ 100 ETF US:QQQM · ETF | 1 190 | $363 mii | 0.01% | — |
| Arista Networks US:ANET | 1 743 | $355 mii | 0.01% | +34 |
| The Boeing Company US:BA | 1 897 | $353 mii | 0.01% | −82 |
| Target Corporation US:TGT | 2 238 | $351 mii | 0.01% | nouă |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 11 887 | $348 mii | 0.01% | nouă |
| iShares U.S. Aerospace & Def… US:ITA · ETF | 1 669 | $346 mii | 0.01% | +1 |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 3 150 | $345 mii | 0.01% | nouă |
| Norfolk Southern Corporation US:NSC | 1 114 | $344 mii | 0.01% | +23 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 4 133 | $335 mii | 0.01% | nouă |
| SMI 3Fourteen REAL Asset All… US:RAA · ETF | 11 208 | $335 mii | 0.01% | +46 |
| AptarGroup Inc US:ATR | 2 747 | $333 mii | 0.01% | −13 |
| iShares S&P Small-Cap 600 Va… US:IJS · ETF | 2 557 | $328 mii | 0.01% | nouă |
| SM Energy Co US:SM | 9 643 | $326 mii | 0.01% | +4 |
| Booking Holdings Inc US:BKNG | 1 963 | $320 mii | 0.01% | nouă |
| The Allstate Corporation US:ALL | 1 433 | $318 mii | 0.01% | +6 |
| Analog Devices Inc US:ADI | 784 | $311 mii | 0.01% | +57 |
| Warner Bros. Discovery, Inc. US:WBD | 9 989 | $309 mii | 0.01% | −44 |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 335 | $309 mii | 0.01% | +38 |
| WELLS FARGO & COMPANY/MN US:WFC | 3 834 | $307 mii | 0.01% | +190 |
| iShares Russell 2000 Value E… US:IWN · ETF | 1 459 | $306 mii | 0.01% | −258 |
| KLA Corporation US:KLAC | 1 551 | $302 mii | 0.01% | +241 |
| iShares ESG Aware MSCI USA S… US:ESML · ETF | 5 792 | $301 mii | 0.01% | −57 |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 9 091 | $296 mii | 0.01% | +332 |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 8 868 | $295 mii | 0.01% | — |
| Iron Mountain Incorporated US:IRM | 2 644 | $293 mii | 0.01% | +9 |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 3 078 | $292 mii | 0.01% | +13 |
| MORGAN STANLEY US:MS | 1 542 | $290 mii | 0.01% | +109 |
| Palo Alto Networks Inc US:PANW | 724 | $288 mii | 0.01% | +114 |
| Palantir Technologies Inc. US:PLTR | 1 525 | $285 mii | 0.01% | nouă |
| U.S. Bancorp US:USB | 4 876 | $282 mii | 0.01% | −555 |
| iShares Preferred and Income… US:PFF · ETF | 9 533 | $281 mii | 0.01% | +263 |
| Bristol-Myers Squibb Company US:BMY | 4 504 | $281 mii | 0.01% | −54 |
| CITIGROUP INC US:C | 2 150 | $278 mii | 0.01% | +38 |
| Capital One Financial Corpor… US:COF | 1 442 | $278 mii | 0.01% | −694 |
| Thermo Fisher Scientific Inc US:TMO | 405 | $273 mii | 0.01% | −57 |
| Madrigal Pharmaceuticals Inc US:MDGL | 517 | $261 mii | 0.01% | — |
| The Travelers Companies Inc US:TRV | 730 | $260 mii | 0.01% | +31 |
| PPG Industries Inc US:PPG | 2 475 | $258 mii | 0.01% | −18 |
| Marvell Technology, Inc. US:MRVL | 977 | $258 mii | 0.01% | +27 |
| iShares Bitcoin Trust US:IBIT · ETF | 5 442 | $258 mii | 0.01% | nouă |
| iShares Broad USD High Yield… US:USHY · ETF | 7 153 | $256 mii | 0.01% | −344 |
| T. Rowe Price Group Inc US:TROW | 2 440 | $254 mii | 0.01% | +8 |
| Avantis Responsible Emerging… US:AVSE · ETF | 3 197 | $253 mii | 0.01% | −78 |
| Gilead Sciences Inc US:GILD | 1 695 | $253 mii | 0.01% | +34 |
| CSW Industrials, Inc. US:CSW | 859 | $247 mii | 0.01% | −2 |
| Aurora Innovation Inc US:AUR | 44 246 | $245 mii | 0.01% | — |
| EATON CORP PLC CUSIP G29183103 | 565 | $243 mii | 0.01% | +35 |
| iShares Russell 2000 Growth… US:IWO · ETF | 673 | $240 mii | 0.01% | +160 |
| iShares S&P 500 Value ETF US:IVE · ETF | 1 046 | $239 mii | 0.01% | +14 |
| Sandisk Corp US:SNDK | 137 | $238 mii | 0.01% | +5 |
| Moodys Corporation US:MCO | 516 | $234 mii | 0.01% | −62 |
| Moderna Inc US:MRNA | 1 200 | $231 mii | 0.01% | nouă |
| Dimensional Emerging Markets… US:DEXC · ETF | 2 893 | $231 mii | 0.01% | — |
| BlackRock Inc US:BLK | 215 | $228 mii | 0.01% | −28 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 500 | $226 mii | 0.01% | −41 |
| iShares MSCI USA Momentum Fa… US:MTUM · ETF | 709 | $225 mii | 0.01% | — |
| DTE Energy Company 2020 Seri… US:DTE | 1 842 | $224 mii | 0.01% | −38 |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 1 993 | $224 mii | 0.01% | nouă |
| iShares S&P Small-Cap 600 Gr… US:IJT · ETF | 1 394 | $224 mii | 0.01% | nouă |
| The Bank of New York Mellon… US:BNY | 1 540 | $223 mii | 0.01% | −735 |
| Solstice Advanced Materials,… US:SOLS | 3 954 | $223 mii | 0.01% | +47 |
| Vanguard Russell 3000 Index… US:VTHR · ETF | 659 | $221 mii | 0.01% | +2 |
| Corning Incorporated US:GLW | 1 426 | $219 mii | 0.01% | −1 137 |
| AFLAC INC US:AFL | 1 930 | $216 mii | 0.01% | +8 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 1 035 | $215 mii | 0.01% | −199 |
| Waste Management Inc US:WM | 1 045 | $213 mii | 0.01% | −35 |
| CrowdStrike Holdings, Inc. US:CRWD | 800 | $212 mii | 0.01% | nouă |
| Emerson Electric Company US:EMR | 1 362 | $211 mii | 0.01% | nouă |
| Schwab Government Money Mark… US:SGVT · ETF | 2 088 | $210 mii | 0.01% | nouă |
| Blackstone Inc. US:BX | 1 873 | $210 mii | 0.01% | −1 385 |
| SPDR® S&P Dividend ETF US:SDY · ETF | 1 432 | $210 mii | 0.01% | nouă |
| Vanguard U.S. Quality Factor US:VFQY · ETF | 1 228 | $209 mii | 0.01% | nouă |
| iShares Core Dividend Growth… US:DGRO · ETF | 2 764 | $208 mii | 0.01% | nouă |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 1 039 | $203 mii | 0.01% | +2 |
| Hubbell Inc US:HUBB | 447 | $203 mii | 0.01% | +12 |
| The TJX Companies Inc US:TJX | 1 524 | $202 mii | 0.01% | nouă |
| AudioEye Inc US:AEYE | 22 945 | $154 mii | 0.01% | — |
| Mission Produce, Inc. US:AVO | 10 224 | $134 mii | 0.01% | — |
| International Tower Hill Min… US:THM | 42 331 | $108 mii | 0.00% | — |
| Eupraxia Pharmaceuticals Inc… US:EPRX | 11 000 | $100 mii | 0.00% | — |
| Clear Channel Outdoor Holdin… US:CCO | 28 600 | $67.2 mii | 0.00% | — |
| Fermi Inc. US:FRMI | 14 358 | $60.4 mii | 0.00% | nouă |
| Tanzanian Royalty Exploratio… US:TRX | 20 175 | $24.4 mii | 0.00% | +2 500 |
| WEBSTER FINL CORP CUSIP 947890109 | 0 (era 3 183) | — | — | vândută |
| Corteva, Inc. US:CTVA | 0 (era 2 719) | — | — | vândută |
| WisdomTree U.S. SmallCap Div… US:DES · ETF | 0 (era 5 110) | — | — | vândută |
| Cummins Inc US:CMI | 0 (era 380) | — | — | vândută |
| Danaher Corporation US:DHR | 0 (era 2 343) | — | — | vândută |
| Yum! Brands Inc US:YUM | 0 (era 1 302) | — | — | vândută |
| Dell Technologies Inc. US:DELL | 0 (era 690) | — | — | vândută |
| Zions Bancorporation US:ZION | 0 (era 11 654) | — | — | vândută |
| DIMENSIONAL ETF TRUST CUSIP 25434V625 | 0 (era 71 170) | — | — | vândută |
| GATES INDL CORP PLC CUSIP G39108108 | 0 (era 16 875) | — | — | vândută |
| DIMENSIONAL ETF TRUST CUSIP 25434V815 | 0 (era 255 925) | — | — | vândută |
| DIMENSIONAL ETF TRUST CUSIP 25434V823 | 0 (era 9 652) | — | — | vândută |
| DIMENSIONAL ETF TRUST CUSIP 25434V831 | 0 (era 3 354 088) | — | — | vândută |
| Exxon Mobil Corporation US:XOM | 0 (era 51 030) | — | — | vândută |
| Intuitive Surgical Inc US:ISRG | 0 (era 528) | — | — | vândută |
| Invesco Aerospace & Defense… US:PPA · ETF | 0 (era 1 162) | — | — | vândută |
| Qnity Electronics, Inc US:Q | 0 (era 1 288) | — | — | vândută |
| THE REAL BROKERAGE INC CUSIP 75585H206 | 0 (era 15 617) | — | — | vândută |
| STRYKER CORP US:SYK | 0 (era 882) | — | — | vândută |
| UNITEDHEALTH GROUP INC US:UNH | 0 (era 532) | — | — | vândută |
| AMERICAN BITCOIN CORP. CUSIP 02462A104 | 0 (era 19 889) | — | — | vândută |
| Vanguard 0-3 Month Treasury… US:VBIL · ETF | 0 (era 3 360) | — | — | vândută |
| American Electric Power Co I… US:AEP | 0 (era 1 885) | — | — | vândută |
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