Fără conexiune la internet — se afișează versiunea salvată a paginii.
← la investitorii mari

Aspiriant, Llc

administrator de active · portofoliu $4.08 mld. · 422 poziții · raport la 30.09.2026

Poziții în Acțiuni raport pentru 30.09.2026, depus 16.10.2026; modificare — față de 30.06.2026 · 462

CompanieAcțiuniValoare% din portofoliuModificare Trimestrială
iShares Core S&P 500 ETF
US:IVV · ETF
886 379$679 mil.16.62%+25 731
iShares Core S&P U.S. Value…
US:IUSV · ETF
3 771 780$416 mil.10.19%+86 273
Vanguard Small-Cap Value Ind…
US:VBR · ETF
1 741 209$402 mil.9.85%−4 329
iShares MSCI Global Min Vol…
US:ACWV · ETF
2 447 074$300 mil.7.35%+14 264
Vanguard Dividend Appreciati…
US:VIG · ETF
965 249$225 mil.5.51%+10 202
Vanguard Tax-Exempt Bond Ind…
US:VTEB · ETF
4 402 750$209 mil.5.11%+129 937
Vanguard S&P 500 ETF
US:VOO · ETF
183 591$129 mil.3.15%+2 414
iShares Core MSCI EAFE ETF
US:IEFA · ETF
1 097 070$106 mil.2.60%+86 396
Apple Inc.
US:AAPL
276 376$92.0 mil.2.25%−1 734
iShares Core MSCI Emerging M…
US:IEMG · ETF
1 078 748$87.6 mil.2.14%+10 362
iShares MSCI EAFE Value ETF
US:EFV · ETF
1 045 588$82.7 mil.2.03%−15 491
iShares Russell 1000 ETF
US:IWB · ETF
121 257$50.5 mil.1.24%+5 202
State Street® SPDR® S&P 500®…
US:SPY · ETF
57 708$44.0 mil.1.08%−458
Vanguard Total Bond Market I…
US:BND · ETF
578 986$40.6 mil.0.99%+32 835
Vanguard Total Stock Market…
US:VTI · ETF
105 797$39.6 mil.0.97%+2 434
Dimensional US Marketwide Va…
US:DFUV · ETF
709 563$39.0 mil.0.96%+2 437
Fidelity® Total Bond ETF
US:FBND · ETF
866 720$37.5 mil.0.92%+32 771
BERKSHIRE HATHAWAY INC
US:BRK-A
72 193$35.9 mil.0.88%−749
iShares Core Growth Allocati…
US:AOR · ETF
521 896$35.8 mil.0.88%+6 551
iShares MSCI ACWI Low Carbon…
US:CRBN · ETF
127 294$32.6 mil.0.80%+4 575
Vanguard S&P Small-Cap 600 V…
US:VIOV · ETF
276 726$30.4 mil.0.75%−19 306
iShares National Muni Bond E…
US:MUB · ETF
294 198$29.7 mil.0.73%+13 850
iShares Core U.S. Aggregate…
US:AGG · ETF
308 322$29.1 mil.0.71%+44 466
Dimensional World ex U.S. Co…
US:DFAX · ETF
727 702$26.9 mil.0.66%—
Vanguard FTSE All-World ex-U…
US:VEU · ETF
322 561$26.8 mil.0.66%−9 180
Vanguard Small-Cap Index Fun…
US:VB · ETF
93 799$26.7 mil.0.65%+3 332
Alphabet Inc.
US:GOOGL
72 854$25.1 mil.0.61%+586
Microsoft Corporation
US:MSFT
45 100$23.1 mil.0.57%−2 561
Schwab Fundamental Emerging…
US:FNDE · ETF
535 076$22.4 mil.0.55%−3 961
Dimensional National Municip…
US:DFNM · ETF
443 046$20.4 mil.0.50%+10 450
Vanguard Value Index Fund ET…
US:VTV · ETF
93 073$20.1 mil.0.49%−5 753
WisdomTree Emerging Markets…
US:DEM · ETF
353 031$19.5 mil.0.48%−7 811
Vanguard FTSE Developed Mark…
US:VEA · ETF
259 029$18.3 mil.0.45%+7 901
TCW Transform Systems ETF
US:PWRD · ETF
167 840$17.7 mil.0.43%+5 560
TCW Transform 500 ETF
US:VOTE · ETF
192 986$17.4 mil.0.43%+25 367
iShares Russell 2000 Value E…
US:IWN · ETF
76 365$16.0 mil.0.39%−3 054
iShares Russell 2000 ETF
US:IWM · ETF
56 651$15.7 mil.0.39%+1 750
Financial Select Sector SPDR…
US:XLF · ETF
280 372$15.0 mil.0.37%−1 072
Vanguard FTSE All-World ex-U…
US:VSS · ETF
94 651$14.7 mil.0.36%+138
Schwab Fundamental Internati…
US:FNDF · ETF
270 540$14.5 mil.0.36%−4 961
Vanguard Information Technol…
US:VGT · ETF
102 679$12.9 mil.0.32%−152
Alphabet Inc.
US:GOOG
36 157$12.3 mil.0.30%−4 726
iShares Core MSCI Internatio…
US:IDEV · ETF
137 499$12.3 mil.0.30%+21 214
iShares MSCI EAFE ETF
US:EFA · ETF
109 838$11.4 mil.0.28%+27 015
Dimensional International Va…
US:DFIV · ETF
197 001$11.0 mil.0.27%−597
WisdomTree U.S. LargeCap Div…
US:DLN · ETF
108 829$10.6 mil.0.26%−17 336
Vanguard FTSE Emerging Marke…
US:VWO · ETF
175 811$10.4 mil.0.26%+13 641
iShares Core S&P Mid-Cap ETF
US:IJH · ETF
128 383$9.24 mil.0.23%−1 635
iShares Core S&P Small-Cap E…
US:IJR · ETF
67 348$9.16 mil.0.22%+1 825
iShares Russell 1000 Value E…
US:IWD · ETF
36 923$9.15 mil.0.22%+233
NVIDIA Corporation
US:NVDA
39 802$9.09 mil.0.22%+3 733
JPMorgan Chase & Co.
US:JPM
25 804$8.54 mil.0.21%−1 199
iShares Russell 3000 ETF
US:IWV · ETF
19 691$8.50 mil.0.21%+29
Vanguard Russell 1000 Value…
US:VONV · ETF
73 485$7.99 mil.0.20%+1 011
iShares MSCI KLD 400 Social…
US:DSI · ETF
54 558$7.98 mil.0.20%−428
IQ Hedge Multi-Strategy Trac…
US:QAI · ETF
211 530$7.62 mil.0.19%+4 196
Meta Platforms, Inc.
US:META
10 288$7.46 mil.0.18%+118
Amazon.com, Inc.
US:AMZN
28 365$7.07 mil.0.17%−4 390
Schwab U.S. Large-Cap ETF
US:SCHX · ETF
233 363$7.00 mil.0.17%+38 700
IQ Merger Arbitrage ETF
US:MNA · ETF
187 849$6.92 mil.0.17%+5 962
Invesco QQQ Trust
US:QQQ · ETF
9 224$6.82 mil.0.17%+267
Vanguard Large-Cap Index Fun…
US:VV · ETF
18 917$6.66 mil.0.16%+4 102
iShares MSCI USA Min Vol Fac…
US:USMV · ETF
68 157$6.64 mil.0.16%−10 873
iShares Core S&P Total U.S.…
US:ITOT · ETF
36 833$6.12 mil.0.15%−2 287
iShares MSCI USA ESG Select
US:SUSA · ETF
38 124$5.94 mil.0.15%−2 383
Royal Bank of Canada
US:RY
29 333$5.77 mil.0.14%+47
Vanguard Growth Index Fund E…
US:VUG · ETF
62 699$5.65 mil.0.14%−10 182
iShares Dow Jones U.S. ETF
US:IYY · ETF
29 744$5.51 mil.0.14%—
iShares Core S&P U.S. Growth…
US:IUSG · ETF
28 293$5.48 mil.0.13%—
Johnson & Johnson
US:JNJ
20 259$5.36 mil.0.13%+278
Procter & Gamble Company
US:PG
35 898$5.22 mil.0.13%+5 882
Vanguard Ultra-Short Bond ET…
US:VUSB · ETF
104 292$5.17 mil.0.13%−10 789
iShares MSCI EAFE Min Vol Fa…
US:EFAV · ETF
56 399$5.14 mil.0.13%+841
ExxonMobil Holdings Corp
US:XOM
29 765$4.84 mil.0.12%nouă
QUALCOMM INC/DE
US:QCOM
25 525$4.70 mil.0.12%−392
Vanguard Long-Term Tax-Exemp…
US:VTEL · ETF
47 181$4.53 mil.0.11%+33 506
Invesco S&P 500® Equal Weigh…
US:RSP · ETF
20 596$4.28 mil.0.10%−148
SPDR® Nuveen Bloomberg High…
US:HYMB · ETF
180 108$4.23 mil.0.10%+168 331
Cincinnati Financial Corpora…
US:CINF
26 292$4.19 mil.0.10%+132
iMGP DBi Managed Futures Str…
US:DBMF · ETF
126 749$4.12 mil.0.10%+3 105
iShares Russell Mid-Cap ETF
US:IWR · ETF
36 543$3.90 mil.0.10%−199
iShares MSCI EAFE Small-Cap…
US:SCZ · ETF
44 296$3.74 mil.0.09%−924
iShares Core Dividend Growth…
US:DGRO · ETF
49 356$3.72 mil.0.09%−861
iShares Russell 1000 Growth…
US:IWF · ETF
27 670$3.47 mil.0.08%+1 235
Vanguard Real Estate Index F…
US:VNQ · ETF
37 560$3.37 mil.0.08%−623
iShares 1-3 Year Treasury Bo…
US:SHY · ETF
39 257$3.19 mil.0.08%−3 168
Oracle Corporation
US:ORCL
21 440$2.94 mil.0.07%+2 030
The TJX Companies Inc
US:TJX
21 912$2.90 mil.0.07%+560
Broadcom Inc.
US:AVGO
8 007$2.81 mil.0.07%−4 388
Salesforce.com Inc
US:CRM
12 050$2.77 mil.0.07%−35
Marathon Petroleum Corp
US:MPC
6 906$2.73 mil.0.07%−43
iShares Core Moderate Alloca…
US:AOM · ETF
55 535$2.71 mil.0.07%+5 866
iShares MSCI ACWI ETF
US:ACWI · ETF
16 773$2.66 mil.0.07%−470
iShares MSCI Emerging Market…
US:EEM · ETF
38 953$2.60 mil.0.06%+5 071
Caterpillar Inc
US:CAT
3 181$2.58 mil.0.06%+173
Chevron Corp
US:CVX
12 540$2.56 mil.0.06%−2 052
iShares California Muni Bond…
US:CMF · ETF
47 237$2.56 mil.0.06%nouă
Vanguard Total International…
US:VXUS · ETF
29 146$2.48 mil.0.06%+19 164
RTX Corporation
US:RTX
13 056$2.42 mil.0.06%+2 746
Vanguard Mid-Cap Index Fund…
US:VO · ETF
30 174$2.37 mil.0.06%−1 832
PepsiCo Inc
US:PEP
18 491$2.34 mil.0.06%+383
Bank of America Corp
US:BAC
42 600$2.32 mil.0.06%+6 202
SCHWAB CHARLES CORP
US:SCHW
23 634$2.31 mil.0.06%−213
Cisco Systems Inc
US:CSCO
21 438$2.31 mil.0.06%−345
Visa Inc. Class A
US:V
6 277$2.26 mil.0.06%+535
Eli Lilly and Company
US:LLY
1 943$2.25 mil.0.06%+30
SPDR® S&P Dividend ETF
US:SDY · ETF
15 106$2.21 mil.0.05%+1
Bill Com Holdings Inc
US:BILL
51 841$2.21 mil.0.05%−2 550
Amgen Inc
US:AMGN
5 217$2.20 mil.0.05%+1 208
Transdigm Group Incorporated
US:TDG
2 000$2.17 mil.0.05%−2
iShares ESG Aware MSCI USA S…
US:ESML · ETF
40 817$2.12 mil.0.05%+474
COSTCO WHOLESALE CORP /NEW
US:COST
2 319$2.11 mil.0.05%−38
Schwab U.S. Broad Market ETF
US:SCHB · ETF
71 710$2.10 mil.0.05%−8 863
AbbVie Inc
US:ABBV
8 016$2.10 mil.0.05%−2 537
Tesla, Inc.
US:TSLA
5 863$2.08 mil.0.05%+8
Vanguard High Dividend Yield…
US:VYM · ETF
13 145$2.04 mil.0.05%+858
SPDR® S&P MIDCAP 400 ETF Tru…
US:MDY · ETF
3 036$1.99 mil.0.05%−27
MERCK & CO INC
US:MRK
13 635$1.98 mil.0.05%−3 924
The 2023 ETF Series Trust
US:EAGL · ETF
58 062$1.98 mil.0.05%—
iShares ESG U.S. Aggregate B…
US:EAGG · ETF
43 218$1.96 mil.0.05%—
iShares 0–1 Year Treasury Bo…
US:SHV · ETF
17 429$1.92 mil.0.05%—
Dimensional International Co…
US:DFAI · ETF
46 041$1.91 mil.0.05%nouă
Intel Corporation
US:INTC
15 474$1.86 mil.0.05%+1 732
Union Pacific Corporation
US:UNP
6 752$1.84 mil.0.04%+141
ABBOTT LABORATORIES
US:ABT
18 416$1.82 mil.0.04%−96
Mastercard Inc
US:MA
3 245$1.79 mil.0.04%+71
Vanguard Global ex-U.S. Real…
US:VNQI · ETF
40 517$1.72 mil.0.04%+117
Adobe Systems Incorporated
US:ADBE
7 010$1.68 mil.0.04%−1 043
Vanguard Russell 2000 Index…
US:VTWO · ETF
14 581$1.64 mil.0.04%+8 540
Technology Select Sector SPD…
US:XLK · ETF
8 359$1.64 mil.0.04%+843
Schwab U.S. Large-Cap Value…
US:SCHV · ETF
48 121$1.60 mil.0.04%−6 511
WELLS FARGO & COMPANY/MN
US:WFC
19 845$1.59 mil.0.04%−3 883
GENERAL DYNAMICS CORP
US:GD
4 776$1.58 mil.0.04%+80
Vanguard Small-Cap Growth In…
US:VBK · ETF
4 635$1.57 mil.0.04%+93
Schwab U.S. Dividend Equity…
US:SCHD · ETF
47 988$1.56 mil.0.04%+5 571
Micron Technology Inc
US:MU
1 464$1.56 mil.0.04%−19
International Business Machi…
US:IBM
6 930$1.52 mil.0.04%+419
Dimensional International Hi…
US:DIHP · ETF
45 230$1.52 mil.0.04%+5 329
BERKSHIRE HATHAWAY INC
US:BRK-A
2$1.49 mil.0.04%—
Walt Disney Co
US:DIS
14 092$1.48 mil.0.04%−253
SPDR Barclays Short Term Cor…
US:SPSB · ETF
49 389$1.46 mil.0.04%+34 580
iShares MSCI Global Impact E…
US:SDG · ETF
15 944$1.39 mil.0.03%−103
Northrop Grumman Corporation
US:NOC
2 837$1.37 mil.0.03%+148
iShares Core Aggressive Allo…
US:AOA · ETF
13 787$1.34 mil.0.03%+390
Vanguard Russell 1000 Growth…
US:VONG · ETF
10 299$1.33 mil.0.03%−138
Schwab International Equity…
US:SCHF · ETF
48 251$1.33 mil.0.03%+10 793
Vanguard Short-Term Treasury…
US:VGSH · ETF
22 809$1.31 mil.0.03%+4 542
iShares Semiconductor ETF
US:SOXX · ETF
2 254$1.28 mil.0.03%+367
iShares Russell Mid-Cap Grow…
US:IWP · ETF
9 108$1.25 mil.0.03%—
GE Aerospace
US:GE
4 008$1.25 mil.0.03%+152
VictoryShares USAA Core Inte…
US:UITB · ETF
28 000$1.25 mil.0.03%—
iShares MSCI Emerging Market…
US:EEMV · ETF
16 741$1.24 mil.0.03%−2 299
McKesson Corporation
US:MCK
1 402$1.20 mil.0.03%+937
iShares Broad USD High Yield…
US:USHY · ETF
32 792$1.17 mil.0.03%nouă
Palo Alto Networks Inc
US:PANW
2 936$1.17 mil.0.03%−937
Bristol-Myers Squibb Company
US:BMY
18 399$1.15 mil.0.03%−179
iShares ESG Aware MSCI USA E…
US:ESGU · ETF
6 752$1.13 mil.0.03%+1 607
Vanguard Total World Stock I…
US:VT · ETF
7 109$1.12 mil.0.03%+1 448
Danaher Corporation
US:DHR
5 043$1.12 mil.0.03%+816
Netflix Inc
US:NFLX
15 940$1.11 mil.0.03%+968
SPDR® Gold Shares
US:GLD · ETF
2 873$1.09 mil.0.03%+69
iShares iBoxx $ Investment G…
US:LQD · ETF
10 691$1.09 mil.0.03%+51
U.S. Bancorp
US:USB
18 433$1.06 mil.0.03%+96
GE Vernova LLC
US:GEV
1 118$1.06 mil.0.03%+35
Walmart Inc.
US:WMT
10 108$1.05 mil.0.03%−4 685
iShares Gold Trust
US:IAU · ETF
13 274$1.04 mil.0.03%−194
iShares S&P 500 Value ETF
US:IVE · ETF
4 489$1.02 mil.0.03%+59
The Coca-Cola Company
US:KO
11 893$1.02 mil.0.03%−561
Lam Research Corp
US:LRCX
3 098$1.02 mil.0.02%+27
SPDR® Bloomberg 1-3 Month T-…
US:BIL · ETF
11 000$1.01 mil.0.02%nouă
Thermo Fisher Scientific Inc
US:TMO
1 486$1.00 mil.0.02%−38
SPACE EXPLORATION TECHNOLOGI…
US:SPCX
6 590$994 mii0.02%nouă
DFA Investment Dimensions Gr…
US:DUHP · ETF
23 712$994 mii0.02%nouă
Pfizer Inc
US:PFE
34 481$983 mii0.02%−2 819
SPDR® MSCI Emerging Markets…
US:QEMM · ETF
12 022$966 mii0.02%−70
iShares Core High Dividend E…
US:HDV · ETF
34 449$963 mii0.02%+748
iShares Select Dividend ETF
US:DVY · ETF
6 263$953 mii0.02%+4
The Home Depot Inc
US:HD
3 305$940 mii0.02%+267
3M Company
US:MMM
5 709$937 mii0.02%+2 088
iShares MSCI USA Quality Fac…
US:QUAL · ETF
4 215$937 mii0.02%+2 040
BlackRock Inc
US:BLK
878$929 mii0.02%+22
PNC Financial Services Group…
US:PNC
4 162$925 mii0.02%+3 000
Vanguard Short-Term Bond Ind…
US:BSV · ETF
12 019$918 mii0.02%+8 305
Tempus AI, Inc.
US:TEM
11 200$917 mii0.02%+77
iShares S&P Small-Cap 600 Gr…
US:IJT · ETF
5 468$877 mii0.02%−185
Vanguard Extended Market Ind…
US:VXF · ETF
3 722$862 mii0.02%+42
iShares ESG Aware MSCI EAFE…
US:ESGD · ETF
8 239$849 mii0.02%+356
CHUBB LIMITED
CUSIP H1467J104
2 600$846 mii0.02%+257
El Paso Energy Capital Trust…
US:KMI
27 838$839 mii0.02%−304
American Express Company
US:AXP
2 754$837 mii0.02%−2 950
ASML HLDG NV
CUSIP N07059210
461$835 mii0.02%+21
Deere & Company
US:DE
1 226$823 mii0.02%+73
UNITEDHEALTH GROUP INC
US:UNH
2 230$819 mii0.02%−1 149
VanEck Biotech ETF
US:BBH · ETF
3 347$819 mii0.02%—
Capital One Financial Corpor…
US:COF
4 218$815 mii0.02%−1 548
Silgan Holdings Inc
US:SLGN
23 285$809 mii0.02%—
Palvella Therapeutics, Inc
US:PVLA
5 852$807 mii0.02%—
Schwab U.S. Large-Cap Growth…
US:SCHG · ETF
22 143$796 mii0.02%−124
TE CONNECTIVITY PLC
CUSIP G87052109
3 763$794 mii0.02%+767
Hewlett Packard Enterprise C…
US:HPE
12 146$776 mii0.02%+548
Vanguard Mega Cap Growth Ind…
US:MGK · ETF
8 323$771 mii0.02%−3 877
Invesco S&P Ultra Dividend R…
US:RDIV · ETF
13 430$768 mii0.02%—
Philip Morris International…
US:PM
3 951$754 mii0.02%−278
Canadian Pacific Kansas City…
US:CP
8 857$754 mii0.02%—
Rhythm Pharmaceuticals Inc
US:RYTM
7 888$751 mii0.02%−20 072
ProShares S&P 500 Dividend A…
US:NOBL · ETF
13 880$751 mii0.02%+5 776
Paychex Inc
US:PAYX
7 454$734 mii0.02%−4 985
Lockheed Martin Corporation
US:LMT
1 437$732 mii0.02%−16
MORGAN STANLEY
US:MS
3 870$728 mii0.02%−30
Simon Property Group Inc
US:SPG
3 613$725 mii0.02%+16
Invesco S&P 500® Low Volatil…
US:SPLV · ETF
10 244$722 mii0.02%—
iShares iBoxx $ High Yield C…
US:HYG · ETF
9 155$707 mii0.02%+2 698
iShares Russell 2000 Growth…
US:IWO · ETF
1 911$682 mii0.02%−1 004
State Street® SPDR® Portfoli…
US:SPYM · ETF
7 592$681 mii0.02%+15
Agilent Technologies Inc
US:A
3 786$652 mii0.02%+73
Schwab U.S. Small-Cap ETF
US:SCHA · ETF
19 177$626 mii0.02%+1 636
SEAGATE TECHNOLOGY HLDNGS PL
CUSIP G7997R103
677$624 mii0.02%+78
Laird Superfood Inc
US:LSF
175 958$612 mii0.01%+84 508
BBH Select Large Cap ETF
US:BBHL · ETF
35 333$609 mii0.01%—
Goldman Sachs Group Inc
US:GS
676$609 mii0.01%−538
iShares Core Total USD Bond…
US:IUSB · ETF
13 803$609 mii0.01%−17 725
iShares MSCI World ETF
US:URTH · ETF
2 911$600 mii0.01%+1 735
Comfort Systems USA Inc
US:FIX
362$599 mii0.01%−7
Vanguard Ultra-Short Treasur…
US:VGUS · ETF
7 898$597 mii0.01%nouă
LINDE PLC
CUSIP G54950103
1 226$582 mii0.01%+248
iShares International Select…
US:IDV · ETF
13 755$580 mii0.01%—
Equinix Inc
US:EQIX
561$567 mii0.01%+3
Palantir Technologies Inc.
US:PLTR
3 028$566 mii0.01%nouă
EATON CORP PLC
CUSIP G29183103
1 309$562 mii0.01%+93
State Street SPDR Portfolio…
US:SPDW · ETF
11 170$561 mii0.01%+2 677
JOHNSON CONTROLS INTERNATION
CUSIP G51502105
3 770$560 mii0.01%−14
Airbnb Inc
US:ABNB
3 467$557 mii0.01%+380
Avantis® U.S. Equity ETF
US:AVUS · ETF
4 339$556 mii0.01%−154
Keysight Technologies, Inc.
US:KEYS
1 501$546 mii0.01%+131
Valero Energy Corporation
US:VLO
1 409$546 mii0.01%+579
Occidental Petroleum Corpora…
US:OXY
9 513$526 mii0.01%+1 252
Uber Technologies Inc
US:UBER
7 677$526 mii0.01%−16
iShares S&P Mid-Cap 400 Valu…
US:IJJ · ETF
3 812$525 mii0.01%−164
Centene Corp
US:CNC
8 450$525 mii0.01%+760
Vanguard Intermediate-Term T…
US:VGIT · ETF
9 204$521 mii0.01%−1 284
iShares ESG Aware MSCI EM ET…
US:ESGE · ETF
9 476$513 mii0.01%+176
iShares MSCI EAFE Growth ETF
US:EFG · ETF
4 277$513 mii0.01%+140
Parker-Hannifin Corporation
US:PH
535$511 mii0.01%−84
Toronto Dominion Bank
US:TD
4 343$510 mii0.01%+103
Vanguard Short-Term Tax-Exem…
US:VTES · ETF
5 159$509 mii0.01%nouă
Vanguard Materials Index Fun…
US:VAW · ETF
2 324$507 mii0.01%—
ConocoPhillips
US:COP
4 020$503 mii0.01%−536
iShares TIPS Bond ETF
US:TIP · ETF
4 775$497 mii0.01%−67
Schwab U.S. Mid-Cap ETF
US:SCHM · ETF
14 477$493 mii0.01%+1
Fortinet, Inc.
US:FTNT
2 671$477 mii0.01%+320
Texas Instruments Incorporat…
US:TXN
1 704$477 mii0.01%+133
Advanced Micro Devices Inc
US:AMD
779$477 mii0.01%−36
STARBUCKS CORP
US:SBUX
5 071$477 mii0.01%+202
Schwab U.S. TIPS ETF
US:SCHP · ETF
18 880$474 mii0.01%nouă
The Boeing Company
US:BA
2 532$471 mii0.01%+47
Avantis® Emerging Markets Eq…
US:AVEM · ETF
4 965$467 mii0.01%+882
HP Inc
US:HPQ
14 856$465 mii0.01%+1 285
CITIGROUP INC
US:C
3 551$460 mii0.01%+781
NRG Energy Inc.
US:NRG
4 778$457 mii0.01%−27
Ecolab Inc
US:ECL
1 663$457 mii0.01%−7
McDonald’s Corporation
US:MCD
1 958$452 mii0.01%−35
Verizon Communications Inc
US:VZ
9 802$450 mii0.01%+372
Novartis AG ADR
US:NVS · certificat de depozit
3 077$439 mii0.01%−1 213
JPMorgan New York Tax Free B…
US:JTNY · ETF
8 864$418 mii0.01%−707
S&P Global Inc
US:SPGI
1 043$411 mii0.01%−48
Avantis® International Equit…
US:AVDE · ETF
4 548$410 mii0.01%−564
NuShares ETF Trust - Nuveen…
US:NUEM · ETF
9 622$410 mii0.01%—
TECHNIPFMC PLC
CUSIP G87110105
6 004$408 mii0.01%—
SPDR® S&P International Smal…
US:GWX · ETF
8 858$404 mii0.01%+2 564
Sterling Infrastructure, Inc…
US:STRL
820$403 mii0.01%+4
VCRM
US:VCRM · ETF
5 570$399 mii0.01%nouă
Regeneron Pharmaceuticals In…
US:REGN
524$397 mii0.01%+59
Honeywell International Inc
US:HON
1 880$397 mii0.01%+157
Altria Group
US:MO
5 874$396 mii0.01%+700
SPDR Dow Jones Industrial Av…
US:DIA · ETF
758$385 mii0.01%—
Carrier Global Corp
US:CARR
6 971$382 mii0.01%+3 739
Blackstone Inc.
US:BX
3 348$375 mii0.01%−193
Nextera Energy Inc
US:NEE
4 935$374 mii0.01%+141
Waste Management Inc
US:WM
1 829$373 mii0.01%−7
Snowflake Inc.
US:SNOW
1 093$371 mii0.01%−19
Cummins Inc
US:CMI
709$366 mii0.01%+47
Ameriprise Financial Inc
US:AMP
743$366 mii0.01%+71
Illinois Tool Works Inc
US:ITW
1 415$364 mii0.01%+172
CrowdStrike Holdings, Inc.
US:CRWD
1 362$361 mii0.01%nouă
O’Reilly Automotive Inc
US:ORLY
4 153$355 mii0.01%nouă
American Tower Corp
US:AMT
2 155$353 mii0.01%nouă
Vanguard Mid-Cap Value Index…
US:VOE · ETF
1 793$351 mii0.01%−2 056
ACCENTURE PLC IRELAND
CUSIP G1151C101
1 909$350 mii0.01%nouă
Vanguard FTSE Europe Index F…
US:VGK · ETF
4 023$349 mii0.01%—
Emerson Electric Company
US:EMR
2 224$345 mii0.01%+686
Okta, Inc.
US:OKTA
1 647$344 mii0.01%—
Shell PLC
US:SHEL · certificat de depozit
3 623$344 mii0.01%nouă
FEDEX CORP
US:FDX
1 206$344 mii0.01%−1 653
iShares 1-5 Year Investment…
US:IGSB · ETF
6 678$342 mii0.01%—
Target Corporation
US:TGT
2 175$341 mii0.01%−33
Dimensional International Co…
US:DFIC · ETF
9 036$340 mii0.01%nouă
Freeport-McMoran Copper & Go…
US:FCX
4 839$339 mii0.01%+887
Boston Scientific Corp
US:BSX
7 753$338 mii0.01%nouă
Phillips 66
US:PSX
1 318$336 mii0.01%nouă
RLJ LODGING TR
CUSIP 74965L200
13 980$336 mii0.01%—
The Travelers Companies Inc
US:TRV
937$334 mii0.01%−19
Southern Company
US:SO
3 978$330 mii0.01%−1 141
National Fuel Gas Company
US:NFG
4 344$330 mii0.01%−10
Invesco S&P 500 Equal Weight…
US:RSPT · ETF
4 986$328 mii0.01%—
Marsh & McLennan Companies,…
US:MRSH
1 914$327 mii0.01%+183
Sempra Energy
US:SRE
4 174$325 mii0.01%+1 274
iShares Core Conservative Al…
US:AOK · ETF
8 060$325 mii0.01%—
Vanguard Health Care Index F…
US:VHT · ETF
1 024$324 mii0.01%−161
Lowe's Companies Inc
US:LOW
1 746$322 mii0.01%−5 019
Iron Mountain Incorporated
US:IRM
2 900$322 mii0.01%+433
Atmos Energy Corporation
US:ATO
2 056$322 mii0.01%nouă
Vanguard International Divid…
US:VIGI · ETF
3 375$319 mii0.01%+1 098
SPDR® Dow Jones REIT ETF
US:RWR · ETF
3 035$318 mii0.01%—
Avantis® U.S. Small Cap Valu…
US:AVUV · ETF
2 686$316 mii0.01%+755
Enbridge Inc
US:ENB
6 673$310 mii0.01%+25
SPDR® Gold MiniShares®
US:GLDM · ETF
3 691$303 mii0.01%−1 322
Vanguard FTSE Pacific Index…
US:VPL · ETF
2 611$302 mii0.01%—
Automatic Data Processing In…
US:ADP
1 154$298 mii0.01%+14
MEDTRONIC PLC
CUSIP G5960L103
3 450$298 mii0.01%−2 320
Southern California Bancorp
US:BCAL
13 940$298 mii0.01%+28
Western Digital Corporation
US:WDC
653$297 mii0.01%+64
SPDR® Dow Jones Internationa…
US:RWX · ETF
11 657$296 mii0.01%—
Navan, Inc. Class A
US:NAVN
13 993$294 mii0.01%nouă
Honeywell Aerospace Inc
US:HONA
1 880$291 mii0.01%+157
Schwab Fundamental U.S. Larg…
US:FNDX · ETF
9 250$291 mii0.01%+1 051
Cheniere Energy Inc
US:LNG
1 071$288 mii0.01%nouă
The Allstate Corporation
US:ALL
1 298$288 mii0.01%+37
Vanguard Russell 1000 Index…
US:VONE · ETF
835$287 mii0.01%+200
iShares U.S. Technology ETF
US:IYW · ETF
1 081$287 mii0.01%—
iShares MSCI Switzerland ETF
US:EWL · ETF
4 834$286 mii0.01%—
Atlassian Corp Plc
US:TEAM
1 577$283 mii0.01%nouă
iShares Global Tech ETF
US:IXN · ETF
1 902$282 mii0.01%—
FlexShares US Quality Large…
US:QLC · ETF
3 082$280 mii0.01%−397
KLA Corporation
US:KLAC
1 438$280 mii0.01%+248
iShares Global REIT ETF
US:REET · ETF
10 758$277 mii0.01%−195
Intuit Inc
US:INTU
1 000$276 mii0.01%+228
JB Hunt Transport Services I…
US:JBHT
1 230$276 mii0.01%+64
VeriSign Inc
US:VRSN
977$276 mii0.01%nouă
AMERICAN INTERNATIONAL GROUP…
US:AIG
3 682$274 mii0.01%nouă
T-Mobile US Inc
US:TMUS
1 676$273 mii0.01%−86
NXP SEMICONDUCTORS N V
CUSIP N6596X109
1 130$268 mii0.01%nouă
Rubrik, Inc.
US:RBRK
2 343$268 mii0.01%nouă
Illumina Inc
US:ILMN
979$268 mii0.01%nouă
Newmont Goldcorp Corp
US:NEM
2 321$268 mii0.01%nouă
Air Products and Chemicals I…
US:APD
947$263 mii0.01%+139
Devon Energy Corporation
US:DVN
5 672$261 mii0.01%−4 522
SPDR® DoubleLine Total Retur…
US:TOTL · ETF
6 970$261 mii0.01%+200
Corning Incorporated
US:GLW
1 686$259 mii0.01%+243
DOLLAR TREE, INC.
US:DLTR
2 272$259 mii0.01%nouă
CLOROX CO DEL
US:CLX
3 189$258 mii0.01%−1 353
DTE Energy Company 2020 Seri…
US:DTE
2 113$257 mii0.01%nouă
Edison International
US:EIX
4 776$257 mii0.01%−2 674
Veeva Systems Inc Class A
US:VEEV
898$256 mii0.01%nouă
TRANE TECHNOLOGIES PLC
CUSIP G8994E103
567$256 mii0.01%nouă
Public Service Enterprise Gr…
US:PEG
3 779$254 mii0.01%−1 146
Curtiss-Wright Corporation
US:CW
467$254 mii0.01%−14
EMCOR Group Inc
US:EME
336$254 mii0.01%+34
Direxion Daily S&P 500® Bear…
US:SPDN · ETF
29 790$253 mii0.01%—
iShares MSCI USA Momentum Fa…
US:MTUM · ETF
793$252 mii0.01%nouă
MARRIOTT INTERNATIONAL INC /…
US:MAR
707$252 mii0.01%nouă
MITSUBISHI UFJ FINANCIAL GRO…
US:MUFG · certificat de depozit
10 728$247 mii0.01%+498
Textron Inc
US:TXT
3 223$246 mii0.01%−1 383
Schlumberger NV
US:SLB
5 031$245 mii0.01%−449
Molina Healthcare Inc
US:MOH
1 289$244 mii0.01%−13
Analog Devices Inc
US:ADI
613$243 mii0.01%nouă
Rio Tinto ADR
US:RIO · certificat de depozit
2 582$243 mii0.01%+193
BROOKFIELD RENEWABLE ENERGY
CUSIP G16258108
8 561$241 mii0.01%—
Invesco FTSE RAFI US 1500 Sm…
US:PRFZ · ETF
4 589$240 mii0.01%nouă
Unilever PLC
US:UL · certificat de depozit
3 950$240 mii0.01%nouă
Teradyne Inc
US:TER
597$239 mii0.01%+20
Vanguard California Tax-Exem…
US:VTEC · ETF
2 530$239 mii0.01%—
iShares U.S. Energy ETF
US:IYE · ETF
3 654$237 mii0.01%—
Elevance Health Inc
US:ELV
607$236 mii0.01%nouă
Vanguard Short-Term Corporat…
US:VCSH · ETF
3 051$236 mii0.01%−1 208
Antero Resources Corp
US:AR
7 041$235 mii0.01%nouă
Dimensional U.S. Equity ETF
US:DFUS · ETF
2 797$232 mii0.01%−1 281
Lumentum Holdings Inc.
US:LITE
239$232 mii0.01%−8
Sandisk Corp
US:SNDK
133$231 mii0.01%−56
Schwab U.S. Aggregate Bond E…
US:SCHZ · ETF
10 372$229 mii0.01%—
MongoDB
US:MDB
655$228 mii0.01%nouă
Consolidated Edison Inc
US:ED
2 233$228 mii0.01%+318
Booking Holdings Inc
US:BKNG
1 399$228 mii0.01%+74
Roblox Corp
US:RBLX
5 352$227 mii0.01%nouă
Invesco California AMT-Free…
US:PWZ · ETF
10 121$226 mii0.01%nouă
Vanguard Mid-Cap Growth Inde…
US:VOT · ETF
770$225 mii0.01%−1 058
Cencora, Inc.
US:COR
744$223 mii0.01%+15
Dow Inc
US:DOW
8 093$223 mii0.01%nouă
Intercontinental Exchange In…
US:ICE
1 463$222 mii0.01%nouă
Novo Nordisk A/S
US:NVO · certificat de depozit
5 861$222 mii0.01%+420
Comcast Holdings Corp
US:CMCSA
10 203$222 mii0.01%−7 985
United Rentals Inc
US:URI
221$221 mii0.01%nouă
Utilities Select Sector SPDR…
US:XLU · ETF
5 594$221 mii0.01%—
Vanguard Utilities Index Fun…
US:VPU · ETF
1 279$219 mii0.01%+137
Dimensional Emerging Core Eq…
US:DFAE · ETF
5 550$218 mii0.01%nouă
Arista Networks
US:ANET
1 059$216 mii0.01%nouă
ASTRAZENECA PLC
CUSIP G0593M107
1 333$215 mii0.01%+116
Ametek Inc
US:AME
867$215 mii0.01%nouă
Corteva, Inc.
US:CTVA
2 746$213 mii0.01%−84
Moodys Corporation
US:MCO
467$212 mii0.01%−39
Allegheny Technologies Incor…
US:ATI
1 116$211 mii0.01%+45
Cloudflare Inc
US:NET
607$211 mii0.01%nouă
UBS GROUP AG
CUSIP H42097107
4 326$208 mii0.01%nouă
SentinelOne Inc
US:S
8 696$207 mii0.01%nouă
Veralto Corporation
US:VLTO
2 175$205 mii0.01%nouă
Williams Companies Inc
US:WMB
2 998$204 mii0.00%−209
KKR & Co. Inc.
US:KKR
2 231$204 mii0.00%nouă
iShares Russell Mid-Cap Valu…
US:IWS · ETF
1 265$203 mii0.00%−205
iShares MSCI Japan ETF
US:EWJ · ETF
2 082$203 mii0.00%nouă
LYONDELLBASELL INDUSTRIES NV
CUSIP N53745100
3 518$202 mii0.00%nouă
JAZZ PHARMACEUTICALS PLC
CUSIP G50871105
872$202 mii0.00%nouă
AT&T Inc.
US:T
8 262$202 mii0.00%nouă
Dimensional ETF Trust - Dime…
US:DFIS · ETF
5 538$201 mii0.00%nouă
CNH INDL N V
CUSIP N20944109
15 141$195 mii0.00%+3 178
Xeris Pharmaceuticals Inc
US:XERS
20 050$192 mii0.00%+20
Mizuho Financial Group Inc.
US:MFG · certificat de depozit
14 203$157 mii0.00%−159
VF Corporation
US:VFC
10 297$145 mii0.00%nouă
PG&E Corp
US:PCG
11 166$137 mii0.00%−16 465
BITGO HOLDINGS, INC.
US:BTGO
18 309$135 mii0.00%nouă
Lloyds Banking Group plc
US:LYG · certificat de depozit
16 425$92.5 mii0.00%+2 355
Graphic Packaging Holding Co…
US:GPK
10 154$91.9 mii0.00%−1 943
Ambev SA ADR
US:ABEV · certificat de depozit
25 000$73.0 mii0.00%—
Newell Brands Inc
US:NWL
11 662$61.6 mii0.00%—
Restaurant Brands Internatio…
US:QSR
0 (era 13 089)——vândută
ESAB Corp
US:ESAB
0 (era 2 666)——vândută
SPDR® Russell 1000 Low Volat…
US:ONEV · ETF
0 (era 1 399)——vândută
Eversource Energy
US:ES
0 (era 3 889)——vândută
Takeda Pharmaceutical Co Ltd…
US:TAK · certificat de depozit
0 (era 10 285)——vândută
ExxonMobil Holdings Corp
US:XOM
0 (era 31 820)——vândută
Truist Financial Corp
US:TFC
0 (era 9 606)——vândută
Allbirds Inc
US:BIRD
0 (era 20 853)——vândută
Fastenal Company
US:FAST
0 (era 4 386)——vândută
Under Armour Inc C
US:UA
0 (era 10 164)——vândută
American Homes 4 Rent
US:AMH
0 (era 6 071)——vândută
FedEx Freight Holding Compan…
US:FDXF
0 (era 1 427)——vândută
Vanguard Financials Index Fu…
US:VFH · ETF
0 (era 1 833)——vândută
Applied Materials Inc
US:AMAT
0 (era 3 319)——vândută
GSK plc
US:GSK · certificat de depozit
0 (era 10 267)——vândută
Vanguard Industrials Index F…
US:VIS · ETF
0 (era 681)——vândută
The Bank of New York Mellon…
US:BNY
0 (era 1 435)——vândută
HUNTINGTON BANCSHARES INC /M…
US:HBAN
0 (era 44 773)——vândută
Vertiv Holdings Co
US:VRT
0 (era 692)——vândută
Bloom Energy Corp
US:BE
0 (era 702)——vândută
IONQ Inc
US:IONQ
0 (era 7 335)——vândută
The Kraft Heinz Company
US:KHC
0 (era 9 051)——vândută
Waste Connections Inc
US:WCN
0 (era 1 442)——vândută
Cigna Corp
US:CI
0 (era 1 146)——vândută
MCCORMICK & CO INC
US:MKC
0 (era 4 153)——vândută
TOTALENERGIES SE
CUSIP F92124100
0 (era 5 130)——vândută
Charter Communications Inc
US:CHTR
0 (era 1 944)——vândută
METLIFE INC
US:MET
0 (era 2 482)——vândută
AON PLC
CUSIP G0403H108
0 (era 652)——vândută
DFA Investment Dimensions Gr…
US:DFAS · ETF
0 (era 113 295)——vândută
Mid-America Apartment Commun…
US:MAA
0 (era 1 763)——vândută
DFA Investment Dimensions Gr…
US:DFAT · ETF
0 (era 188 313)——vândută
Monster Beverage Corp
US:MNST
0 (era 2 090)——vândută
DFA Investment Dimensions Gr…
US:DFAC · ETF
0 (era 320 192)——vândută
NNN REIT, Inc.
US:NNN
0 (era 4 439)——vândută
DIMENSIONAL ETF TRUST
CUSIP 25434V831
0 (era 17 299)——vândută
NEXTNAV INC.
US:NN
0 (era 33 412)——vândută
Dominion Energy Inc
US:D
0 (era 2 930)——vândută
Nokia Corp ADR
US:NOK · certificat de depozit
0 (era 45 562)——vândută
Duke Energy CORP
US:DUK
0 (era 4 504)——vândută
publicitate