What Tortoise Investment Management, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1599511 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P500 ETF | 142.9K | −1.6% | $107M | 8% |
ISHARES TR0-5 YR TIPS ETF | 901K | +7.2% | $92M | 6.9% |
AMERICAN CENTY ETF TRUS EQT ETF | 415.6K | +6.0% | $53.2M | 4% |
J P MORGAN EXCHANGE TRADED FMORTGAGE BACKED | 705K |
| +14.6% |
| $35.7M |
| 2.7% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 664.2K | +12.4% | $33.6M | 2.5% |
BTTBlackRock Municipal 2030 Target Term Trust | 1.4M | +1.4% | $32.3M | 2.4% |
VANGUARD SCOTTSDALE FDSLONG TERM TREAS | 495.8K | +13.0% | $27.4M | 2% |
ISHARES TR0-3 MTH TREASURY | 262.9K | New | $26.5M | 2% |
SCHWAB STRATEGIC TRUS TIPS ETF | 978.7K | +5.3% | $25.9M | 1.9% |
SIMPLIFY EXCHANGE TRADED FUNMBS ETF | 527.4K | +2.4% | $25.9M | 1.9% |
ISHARES INCCORE MSCI EMKT | 295.5K | −3.6% | $24.5M | 1.8% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 737.7K | −1.1% | $21.7M | 1.6% |
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 404.4K | +0.8% | $20.9M | 1.6% |
VANGUARD INDEX FDSVALUE ETF | 90.6K | +1.7% | $19.7M | 1.5% |
ISHARES TRCORE S&P TTL STK | 116.4K | +0.9% | $19.1M | 1.4% |
ISHARES TRRUS 1000 ETF | 46.5K | −0.9% | $19M | 1.4% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 319.2K | +12.6% | $18.8M | 1.4% |
SPYSPDR S&P 500 ETF Trust | 24.1K | −1.3% | $18M | 1.3% |
EA SERIES TRUSTALPHA ARCH 1-3 | 152.4K | +5.2% | $17.8M | 1.3% |
SCHWAB STRATEGIC TRINTL SCEQT ETF | 365.3K | +1.3% | $17.6M | 1.3% |
SPDR INDEX SHS FDSST PORT MARK ETF | 336.1K | New | $17.4M | 1.3% |
SPDR SERIES TRUSTST STR P500ETF | 190.2K | New | $16.7M | 1.2% |
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | 205.9K | New | $15.6M | 1.2% |
AAPLApple Inc. | 51.6K | +1.5% | $14.9M | 1.1% |
ISHARES TRCORE MSCI EAFE | 152.5K | −2.0% | $14.7M | 1.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 38.8K | −1.4% | $14.3M | 1.1% |
SPDR INDEX SHS FDSST STR PO EX ETF | 284.6K | New | $14.3M | 1.1% |
ISHARES TRCORE S&P SCP ETF | 96.2K | −2.8% | $14.3M | 1.1% |
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | 354.3K | +0.8% | $14.2M | 1.1% |
DOUBLELINE ETF TRUSTCOMMERCIAL REAL | 274K | +0.8% | $14.2M | 1.1% |
SPDR SERIES TRUSTST STR SP600 SML | 235.5K | New | $13.6M | 1% |
ANGEL OAK FUNDS TRUSTINCOME ETF | 651K | −1.8% | $13.5M | 1% |
SCHWAB STRATEGIC TRUS REIT ETF | 570.7K | +1.7% | $13.5M | 1% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 300.5K | New | $13.3M | 1% |
AMERICAN CENTY ETF TRAVA MAR SMA ETF | 184.7K | New | $12.8M | 1% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 310.1K | +0.5% | $12.8M | 1% |
INVESCO EXCH TRADED FD TR IITAXABLE MUN BD | 464.7K | +8.5% | $12.5M | 0.9% |
VANGUARD INDEX FDSLARGE CAP ETF | 34.5K | +0.6% | $11.9M | 0.9% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 165.5K | −3.0% | $11.8M | 0.9% |
AMERICAN CENTY ETF TRAVANTIS EMGMKT | 121.1K | −1.8% | $11.7M | 0.9% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 292.4K | New | $11.3M | 0.8% |
VANECK ETF TRUSTLONG MUNI ETF | 634.4K | +6.3% | $11.3M | 0.8% |
ISHARES TRCORE S&P US VLU | 100.1K | −1.2% | $11M | 0.8% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 181.5K | −2.3% | $10.8M | 0.8% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 181.5K | +0.4% | $9.8M | 0.7% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 18.2K | +2.7% | $9.1M | 0.7% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 249.6K | −1.8% | $9M | 0.7% |
AMERICAN CENTY ETF TRUS SML CP VALU | 71.5K | −2.0% | $8.9M | 0.7% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 105.3K | New | $8.6M | 0.6% |
DIMENSIONAL ETF TRUSTEMERGING MKTS VA | 199.8K | −2.0% | $8.5M | 0.6% |
WISDOMTREE TREMG MKTS SMCAP | 128.2K | −2.2% | $8.3M | 0.6% |
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | 180.8K | New | $7.5M | 0.6% |
AMERICAN CENTY ETF TRINTERNATIONAL LR | 95.3K | +4.4% | $7.4M | 0.5% |
NUWNuveen AMT-Free Municipal Value Fund | 511.1K | −2.7% | $7.3M | 0.5% |
AMERICAN CENTY ETF TRAVAN TOTA EQ ETF | 123.1K | New | $6.7M | 0.5% |
PGRProgressive Corp | 29.7K | +0.1% | $6.5M | 0.5% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 78.8K | −0.2% | $6.5M | 0.5% |
INVESCO EXCH TRADED FD TR IINATL AMT MUNI | 265.4K | −0.9% | $6.2M | 0.5% |
ISHARES TRS&P 500 VAL ETF | 27.5K | −1.4% | $6.2M | 0.5% |
PIMCO ETF TRMUNI INCOME OPP | 126.1K | +14.7% | $5.8M | 0.4% |
NIMNuveen Select Maturities Municipal Fund | 570.3K | −0.2% | $5.4M | 0.4% |
AB ACTIVE ETFS INCNEW YO INTER ETF | 201K | New | $5.1M | 0.4% |
DIASPDR DOW Jones Industrial Average ETF Trust | 9.3K | −0.3% | $4.9M | 0.4% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 46.8K | −1.1% | $4.8M | 0.4% |
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF | 30.9K | −3.0% | $4.8M | 0.4% |
NNYNuveen New York Municipal Value Fund | 538.1K | −2.1% | $4.7M | 0.4% |
VANGUARD INDEX FDSSM CP VAL ETF | 19.3K | −5.5% | $4.7M | 0.3% |
ISHARES TRCORE MSCI TOTAL | 49K | −6.9% | $4.7M | 0.3% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 6.4K | +0.0% | $4.4M | 0.3% |
AMERICAN CENTY ETF TREMERGING MKT VAL | 67.2K | −0.8% | $4.4M | 0.3% |
VANGUARD INDEX FDSSMALL CP ETF | 14.4K | +4.7% | $4.4M | 0.3% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 145.3K | −0.7% | $4.2M | 0.3% |
AMERICAN CENTY ETF TRINTL EQT ETF | 43.3K | +3.6% | $3.9M | 0.3% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 139.1K | +0.1% | $3.9M | 0.3% |
ISHARES TRMSCI USA QLT FCT | 17.3K | −2.7% | $3.8M | 0.3% |
WULFTerawulf Inc. | 153.2K | +0.0% | $3.8M | 0.3% |
SPDR INDEX SHS FDSST MARKE CAP ETF | 50K | New | $3.7M | 0.3% |
VANGUARD INTL EQUITY INDEX FALLWRLD EX US | 44K | −0.6% | $3.7M | 0.3% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 79.7K | +1,349.7% | $3.7M | 0.3% |
PIMCO ETF TR15+ YR US TIPS | 71.5K | +15.9% | $3.6M | 0.3% |
ISHARES TRSP SMCP600VL ETF | 26.4K | −0.2% | $3.6M | 0.3% |
MSFTMicrosoft Corp | 9.5K | +0.5% | $3.6M | 0.3% |
SPDR SERIES TRUSTST STR SP600SM C | 32.1K | New | $3.5M | 0.3% |
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | 98.7K | −3.5% | $3.4M | 0.3% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 65.5K | −1.5% | $3.3M | 0.2% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 36K | +4.9% | $3.3M | 0.2% |
AMERICAN CENTY ETF TRCORE MUNI FXD IN | 68.6K | +7.7% | $3.2M | 0.2% |
SCHWAB STRATEGIC TRUS LCAP VA ETF | 83.1K | −1.9% | $2.9M | 0.2% |
SCHWAB STRATEGIC TREMRG MKTEQ ETF | 78K | +0.1% | $2.8M | 0.2% |
PUTNAM ETF TRUSTFRANKLIN NY MUNI | 354.2K | +27.0% | $2.8M | 0.2% |
VANGUARD NY TAX FREE FDSTAX EXEMPT BD | 25.4K | −5.2% | $2.6M | 0.2% |
ISHARES TR20 YR TR BD ETF | 30.5K | −30.8% | $2.6M | 0.2% |
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS | 44.9K | −25.3% | $2.6M | 0.2% |
ISHARES TRS&P 100 ETF | 6.9K | ±0% | $2.5M | 0.2% |
JPMJPMorgan Chase & Co | 7.5K | +2.0% | $2.5M | 0.2% |
NVDANVIDIA Corp | 12K | +26.7% | $2.4M | 0.2% |
SCHWAB STRATEGIC TRINT-TRM U.S TRES | 96K | +47.8% | $2.4M | 0.2% |
VANGUARD WORLD FDESG US STK ETF | 17.1K | −2.5% | $2.3M | 0.2% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 40K | −20.0% | $2M | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 2.7K | +3.8% | $2M | 0.1% |
ISHARES TRCORE S&P MCP ETF | 25.1K | −2.8% | $1.9M | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS HI | 44.8K | −2.8% | $1.9M | 0.1% |
LTBRLIGHTBRIDGE Corp | 215.9K | ±0% | $1.9M | 0.1% |
FIDELITY COVINGTON TRUSTMSCI RL EST ETF | 62.9K | +7.4% | $1.8M | 0.1% |
SPDR SERIES TRUSTST LON TREAS ETF | 69.1K | New | $1.8M | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 5.9K | ±0% | $1.8M | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 17.5K | +1.5% | $1.7M | 0.1% |
GOOGLAlphabet Inc. | 4.5K | +4.5% | $1.6M | 0.1% |
INVESCO EXCH TRADED FD TR IINY AMT FRE MUN | 70.5K | +12.7% | $1.6M | 0.1% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP V | 39.5K | +1.5% | $1.6M | 0.1% |
LLYELI LILLY & Co | 1.3K | +6.7% | $1.6M | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 12.2K | +300.0% | $1.5M | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 17.5K | −0.3% | $1.5M | 0.1% |
AMZNAmazon Com Inc | 6.2K | +10.6% | $1.5M | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 9.4K | −4.1% | $1.5M | 0.1% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP E | 40.9K | +1.5% | $1.4M | 0.1% |
GOOGAlphabet Inc. | 4K | +12.0% | $1.4M | 0.1% |
COSTCostco Wholesale Corp | 1.4K | +1.0% | $1.4M | 0.1% |
ISHARES TRMSCI EAFE ETF | 12.8K | −11.8% | $1.3M | 0.1% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 35.2K | ±0% | $1.3M | 0.1% |
SCHWAB STRATEGIC TRSHT TM US TRES | 53.3K | −30.0% | $1.3M | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 18.4K | −8.8% | $1.3M | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY | 13.8K | ±0% | $1.2M | 0.1% |
ISHARES TREAFE SML CP ETF | 15.1K | −3.0% | $1.2M | 0.1% |
AMERICAN CENTY ETF TRAVAN U S QUA ETF | 18.5K | New | $1.2M | 0.1% |
HDHome Depot, Inc. | 3.4K | +1.1% | $1.2M | 0.1% |
DIMENSIONAL ETF TRUSTINFLATION PROTE | 28.6K | +6.3% | $1.2M | 0.1% |
AMERICAN CENTY ETF TRAVAN US SMAL ETF | 15.7K | New | $1.2M | 0.1% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 22.5K | +5.1% | $1.1M | 0.1% |
SPDR SERIES TRUSTST STR PR SP1500 | 12.3K | New | $1.1M | 0.1% |
VANGUARD SCOTTSDALE FDSVNG RUS3000IDX | 3.3K | ±0% | $1.1M | 0.1% |
ISHARES INCMSCI EMERG MRKT | 13.9K | −6.0% | $1M | 0.1% |
WISDOMTREE TRINTL SMCAP DIV | 12K | −5.0% | $1M | 0.1% |
DOUBLELINE ETF TRUSTMORTGAGE ETF | 19.3K | −39.3% | $949.2K | 0.1% |
AVGOBroadcom Inc. | 2.4K | +21.4% | $892.7K | 0.1% |
ISHARES U S ETF TRSHOR MAT MUN ETF | 17K | New | $856.5K | 0.1% |
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | 17K | −1.3% | $792.7K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 5.7K | +0.0% | $787.6K | 0.1% |
PIMCO ETF TRINTER MUN BD ACT | 14.7K | −7.6% | $772.7K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY AND OPTN | 13.4K | New | $761.7K | 0.1% |
DNPDNP Select Income Fund Inc | 70.5K | +2.1% | $760.4K | 0.1% |
HEICO CORP NEWCL A | 2.9K | ±0% | $752.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS LARG VALU ETF | 18.8K | New | $743.6K | 0.1% |
IBMInternational Business Machines Corp | 2.6K | −1.7% | $717K | 0.1% |
GSGoldman Sachs Group Inc | 708 | +1.0% | $716.4K | 0.1% |
CSCOCisco Systems, Inc. | 6K | +3.2% | $708.3K | 0.1% |
ISHARES INCESG AWR MSCI EM | 12.9K | −7.3% | $703.3K | 0.1% |
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | 14.5K | −2.3% | $678.2K | 0.1% |
UNPUnion Pacific Corp | 2.5K | +1.3% | $671.3K | 0.1% |
VANGUARD INDEX FDSEXTEND MKT ETF | 2.7K | ±0% | $667.7K | 0.1% |
EXXON MOBIL CORPCOM | 4.8K | +12.5% | $656.7K | 0.1% |
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 16K | +0.0% | $648.5K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 5.9K | −28.1% | $640K | 0.1% |
TSLATesla, Inc. | 1.5K | +6.7% | $635.5K | 0.1% |
FRANKLIN TEMPLETON ETF TRFRANKLIN DYN MUN | 25K | +11.6% | $629.3K | 0.1% |
DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | 24K | New | $629.1K | 0.1% |
METAMeta Platforms, Inc. | 1.1K | +6.0% | $616.5K | 0.1% |
PHParker-Hannifin Corp | 629 | +6.4% | $615.4K | 0.1% |
ISHARES TREXPND TEC SC ETF | 3.7K | ±0% | $601K | 0.1% |
SPDR INDEX SHS FDSST STR MSCI EMRG | 10.8K | New | $585.6K | 0.1% |
ISHARES TRMICRO-CAP ETF | 2.9K | −3.7% | $571.9K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 7.3K | +1.8% | $567.8K | 0.1% |
ISHARES TRMBS ETF | 6K | −7.5% | $567.6K | 0.1% |
EMREmerson Electric Co | 3.9K | +5.3% | $560.6K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 2.3K | −2.6% | $547.1K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 2.3K | ±0% | $545.7K | 0.1% |
GEGeneral Electric Co | 1.4K | +4.5% | $534.8K | 0.1% |
NBISNebius Group N.V. | 1.9K | New | $528.8K | 0.1% |
PEPPepsiCo Inc | 3.9K | +0.8% | $526.1K | 0.1% |
JANUS DETROIT STR TRHENDERSON MTG | 11.6K | New | $523K | 0.1% |
SPDR SERIES TRUSTST NUVE HIGH ETF | 20.4K | New | $520.1K | 0.1% |
CATCaterpillar Inc | 485 | +4.3% | $516.5K | 0.1% |
VANGUARD WORLD FDESG INTL STK ETF | 6K | +0.4% | $492.7K | 0.1% |
ISHARES TRESG AWARE MSCI | 8.7K | −8.4% | $487.7K | 0.1% |
AMERICAN CENTY ETF TRAVAN RE INTL ETF | 6.1K | New | $484.9K | 0.1% |
JNJJohnson & Johnson | 1.9K | −12.8% | $480K | 0.1% |
AXPAmerican Express Co | 1.4K | +7.2% | $475.9K | 0.1% |
AMDAdvanced Micro Devices Inc | 815 | New | $473.4K | 0.1% |
RDDTReddit, Inc. | 2.7K | +0.6% | $472.5K | 0.1% |
AMERICAN CENTY ETF TRAVANTIS RESPON U | 5.3K | ±0% | $470.9K | 0.1% |
AXSMAxsome Therapeutics, Inc. | 1.9K | +0.3% | $461.4K | 0.1% |
DIMENSIONAL ETF TRUSTCALIF MUN BD ETF | 9.2K | +39.5% | $461.2K | 0.1% |
GEVGE Vernova Inc. | 391 | +1.6% | $459.5K | 0.1% |
IAUiShares Gold Trust | 6K | ±0% | $453.3K | 0.1% |
ISHARES TRESG MSCI USA ETF | 6.5K | −6.5% | $449.8K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.4K | New | $449.1K | 0.1% |
MRKMerck & Co., Inc. | 3.5K | −0.1% | $444.9K | 0.1% |
MLIMueller Industries Inc | 3.5K | +0.0% | $427.6K | 0.1% |
CLColgate Palmolive Co | 4.4K | +1.3% | $406.9K | 0.1% |
SPDR SERIES TRUSTST STR NUVEE ETF | 8.6K | New | $394.2K | 0.1% |
AMATApplied Materials Inc | 535 | New | $386.8K | 0.1% |
VVisa Inc. | 1.1K | +7.2% | $372.9K | 0.1% |
RTXRTX Corp | 2K | +1.8% | $371.6K | 0.1% |
ISHARES TRCORE MSCI INTL | 4.1K | +36.7% | $364.9K | 0.1% |
PGPROCTER & GAMBLE Co | 2.5K | −4.3% | $361.1K | 0.1% |
CVXChevron Corp | 2.1K | +3.6% | $353.8K | 0.1% |
ISHARES TRTRUST ISHARE 0-1 | 3.2K | −17.9% | $349.8K | 0.1% |
GLDSPDR Gold Trust | 917 | −30.6% | $337.8K | 0.1% |
TROWPrice T Rowe Group Inc | 2.9K | +0.9% | $333.7K | 0.1% |
ISHARES TRMSCI ACWI EX US | 4.4K | −8.4% | $332.6K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 6.2K | ±0% | $326.9K | 0.1% |
TRVTravelers Companies, Inc. | 970 | +0.6% | $320.2K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 4K | +300.1% | $319.1K | 0.1% |
BBWIBath & Body Works, Inc. | 13.4K | −2.9% | $309.9K | 0.1% |
ISHARES TRESG AW MSCI EAFE | 3K | ±0% | $308K | 0.1% |
ISHARES TRESG AWR MSCI USA | 1.9K | ±0% | $304.8K | 0.1% |
AMERICAN CENTY ETF TRREAL ESTATE ETF | 6.4K | −23.8% | $303.7K | 0.1% |
NUSHARES ETF TRNUVEEN ESG LRGVL | 6K | ±0% | $300.7K | 0.1% |
SPDR SERIES TRUSTST STR SP500FF | 4.8K | New | $295.4K | 0.1% |
ISHARES TRRUS MID CAP ETF | 2.6K | ±0% | $292.1K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 5.1K | −32.1% | $290.4K | 0.1% |
APHAmphenol Corp | 1.6K | New | $287.8K | 0.1% |
ABBVAbbVie Inc. | 1.1K | +7.6% | $284K | 0.1% |
MCDMcDonald's Corp | 1K | −0.9% | $279.6K | 0.1% |
EBCEastern Bankshares, Inc. | 12.5K | ±0% | $277.5K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 1.3K | +13.5% | $275.3K | 0.1% |
ETNEaton Corp plc | 643 | New | $273.8K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 2.3K | New | $272.6K | 0.1% |
ISHARES TRCORE S&P US GWT | 1.4K | ±0% | $270.5K | 0.1% |
TXNTexas Instruments Inc | 906 | New | $270.1K | 0.1% |
SSGA ACTIVE ETF TRST STR BL LN ETF | 6.6K | New | $265.1K | 0.1% |
MTDMettler Toledo International Inc | 205 | −2.4% | $261.9K | 0.1% |
PMPhilip Morris International Inc. | 1.4K | +3.6% | $260.8K | 0.1% |
PLTRPalantir Technologies Inc. | 2.2K | +3.8% | $254.5K | 0.1% |
CVSCVS HEALTH Corp | 2.5K | New | $253.6K | 0.1% |
VANECK ETF TRUSTSHRT HGH YLD MUN | 11.1K | ±0% | $253.4K | 0.1% |
VANGUARD WORLD FDUTILITIES ETF | 1.3K | ±0% | $249.6K | 0.1% |
KMIKinder Morgan, Inc. | 7.7K | −17.1% | $246.2K | 0.1% |
ISHARES INCJP MORGAN EM ETF | 5.8K | ±0% | $244K | 0.1% |
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD | 2.4K | −53.7% | $243.5K | 0.1% |
MUMicron Technology Inc | 206 | New | $237.8K | 0.1% |
MPCMarathon Petroleum Corp | 924 | +1.5% | $236.3K | 0.1% |
ISHARES TRCRE U S REIT ETF | 3.6K | New | $236.2K | 0.1% |
YUMYUM Brands Inc | 1.5K | −0.6% | $235.7K | 0.1% |
BACBank of America Corp | 4.1K | New | $235.6K | 0.1% |
AB ACTIVE ETFS INCCALIF INTER ETF | 8.9K | New | $223.9K | 0.1% |
ISHARES TRHDG MSCI EAFE | 4.8K | ±0% | $223.7K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 563 | ±0% | $223.3K | 0.1% |
WISDOMTREE TRJAPN HEDGE EQT | 1.3K | −31.2% | $220.4K | 0.1% |
ISHARES TRSELECT DIVID ETF | 1.4K | ±0% | $217.9K | 0.1% |
HBANHuntington Bancshares Inc | 12.1K | New | $215.4K | 0.1% |
BABoeing Co | 969 | New | $209.8K | 0.1% |
IBITiShares Bitcoin Trust ETF | 6.2K | +0.2% | $207.6K | 0.1% |
HIGHartford Insurance Group, Inc. | 1.6K | −0.1% | $207.6K | 0.1% |
ISHARES TRMSCI USA MIN ETF | 2.1K | New | $207.1K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 2.7K | New | $201.8K | 0.1% |
WISDOMTREE TRFLOATNG RAT TREA | 4K | ±0% | $201.4K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 6.3K | −6.7% | $201K | 0.1% |
PCQPIMCO California Municipal Income Fund | 13.9K | New | $124.4K | 0.1% |
ESBAEmpire State Realty OP, L.P. | 18.9K | ±0% | $104.9K | 0.1% |
HYPRHyperfine, Inc. | 72K | ±0% | $97.2K | 0.1% |
NUVBNuvation Bio Inc. | 13.8K | ±0% | $78.1K | 0.1% |
| 21.8K | −98.3% | $44.9K | 0.1% |
| 1.5K | New | $2.5K | 0.1% |
| 800 | −99.0% | $680 | 0.1% |