NVDANVIDIA Corp
What Root Financial Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1977181 · Filed Jul 29, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL U.S. EQUITY MARKET ETFETF | 5.2M | −15.1% | $426M | 16.6% |
DIMENSIONAL U.S. SMALL CAP ETFETF | 2.3M | +46.9% | $191.8M | 7.5% |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFETF | 4.5M | +8.7% | $186.8M | 7.3% |
DIMENSIONAL US LARGE CAP VALUE ETFETF |
| 4.7M |
| +49.9% |
| $186.4M |
| 7.2% |
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFETF | 3.6M | +21.6% | $173.7M | 6.7% |
DIMENSIONAL CORE FIXED INCOME ETFETF | 3.8M | +18.0% | $161.8M | 6.3% |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFETF | 3.1M | −4.6% | $123.9M | 4.8% |
DIMENSIONAL ULTRASHORT FIXED INCOME ETFETF | 1.9M | +23.2% | $94.8M | 3.7% |
DIMENSIONAL US HIGH PROFITABILITY ETFETF | 1.9M | +43.1% | $79M | 3.1% |
DIMENSIONAL INTERNATIONAL VALUE ETFETF | 1.2M | +35.2% | $63.7M | 2.5% |
VANGUARD GROWTH ETFETF | 725.5K | +494.6% | $62.5M | 2.4% |
DIMENSIONAL US REAL ESTATE ETFETF | 2.3M | +9.8% | $60.8M | 2.4% |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFETF | 1.6M | +46.2% | $57.3M | 2.2% |
DIMENSIONAL EMERGING MARKETS VALUE ETFETF | 1.3M | +764.7% | $54.1M | 2.1% |
NVDANVIDIA Corp | 234.7K | −4.4% | $47M | 1.8% |
VANGUARD TOTAL STOCK MARKET ETFETF | 122.1K | +2.5% | $45.2M | 1.8% |
AAPLApple Inc. | 126.1K | −5.6% | $36.5M | 1.4% |
DIMENSIONAL US MARKETWIDE VALUE ETFETF | 326.5K | −43.1% | $18M | 0.7% |
DIMENSIONAL U.S. CORE EQUITY 2 ETFETF | 396.5K | −9.9% | $17.6M | 0.7% |
MSFTMicrosoft Corp | 37.9K | +8.1% | $14.1M | 0.5% |
VANGUARD TOTAL BOND MARKET ETFETF | 171.7K | −7.5% | $12.6M | 0.5% |
VANGUARD TOTAL INTERNATIONAL STOCK ETFETF | 147.1K | −4.1% | $12.6M | 0.5% |
AVGOBroadcom Inc. | 32.6K | +5.1% | $12.3M | 0.5% |
ISHARES 0-3 MONTH TREASURY BOND ETFETF | 119.1K | +35.4% | $12M | 0.5% |
VANGUARD FTSE DEVELOPED MARKETS ETFETF | 159.9K | +6.3% | $11.4M | 0.4% |
VANGUARD S&P 500 ETFETF | 16.3K | −2.9% | $11.2M | 0.4% |
DIMENSIONAL US SMALL CAP VALUE ETFETF | 287.7K | −44.8% | $11.2M | 0.4% |
DIMENSIONAL US CORE EQUITY MARKET ETFETF | 194.8K | −11.4% | $10.1M | 0.4% |
AMZNAmazon Com Inc | 42K | +13.0% | $10M | 0.4% |
GOOGLAlphabet Inc. | 27.1K | −7.4% | $9.7M | 0.4% |
TSLATesla, Inc. | 22.3K | +6.6% | $9.4M | 0.4% |
VANGUARD VALUE ETFETF | 40.4K | +20.8% | $8.8M | 0.3% |
VANGUARD SHORT-TERM BOND ETFETF | 110.6K | +24.5% | $8.6M | 0.3% |
VANGUARD SMALL-CAP ETFETF | 28.4K | +10.0% | $8.6M | 0.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEWStock | 13.8K | −0.8% | $6.9M | 0.3% |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFETF | 129.7K | +13.7% | $6M | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 8.2K | −1.9% | $6M | 0.2% |
VANGUARD FTSE EMERGING MARKETS ETFETF | 100.8K | +11.0% | $6M | 0.2% |
GOOGAlphabet Inc. | 16.3K | +0.1% | $5.7M | 0.2% |
CATCaterpillar Inc | 5.2K | +4.4% | $5.5M | 0.2% |
DIMENSIONAL NATIONAL MUNICIPAL BOND ETFETF | 107.3K | +40.0% | $5.2M | 0.2% |
METAMeta Platforms, Inc. | 8.9K | +0.7% | $5M | 0.2% |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFETF | 46.5K | +31.7% | $5M | 0.2% |
VANGUARD ULTRA-SHORT BOND ETFETF | 94.1K | +41.0% | $4.7M | 0.2% |
MUMicron Technology Inc | 3.9K | +11.7% | $4.5M | 0.2% |
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETFETF | 75.2K | +7,168.9% | $4.1M | 0.2% |
HDHome Depot, Inc. | 10.9K | +12.3% | $3.9M | 0.1% |
AMDAdvanced Micro Devices Inc | 6.6K | −15.8% | $3.8M | 0.1% |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFETF | 90.9K | −0.6% | $3.4M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 4.4K | −2.2% | $3.3M | 0.1% |
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETFETF | 63.9K | −11.5% | $3.2M | 0.1% |
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETFETF | 31.6K | −12.0% | $3.2M | 0.1% |
INVESCO NASDAQ 100 ETFETF | 10.1K | −4.7% | $3.1M | 0.1% |
LRCXLAM Research Corp | 7K | +1.8% | $3M | 0.1% |
PGIM ULTRA SHORT BOND ETFETF | 61K | +4,110.8% | $3M | 0.1% |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFETF | 71.3K | −3.4% | $2.9M | 0.1% |
VANGUARD REAL ESTATE ETFETF | 29.3K | −5.6% | $2.8M | 0.1% |
ISHARES SEMICONDUCTOR ETFETF | 4.4K | −2.7% | $2.8M | 0.1% |
JPMJPMorgan Chase & Co | 8.3K | +11.6% | $2.7M | 0.1% |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFETF | 52.8K | +34.2% | $2.7M | 0.1% |
COSTCostco Wholesale Corp | 2.9K | +20.7% | $2.7M | 0.1% |
QCOMQualcomm Inc | 14.2K | +371.7% | $2.6M | 0.1% |
SCHWAB US DIVIDEND EQUITY ETFETF | 82.1K | +0.3% | $2.6M | 0.1% |
ISHARES CORE S&P 500 ETFETF | 3.5K | +3.3% | $2.6M | 0.1% |
INVESCO S&P 500 EQUAL WEIGHT ETFETF | 12.1K | +6.2% | $2.6M | 0.1% |
SCHWAB U.S. LARGE-CAP ETFETF | 84.5K | +71.4% | $2.5M | 0.1% |
KLACKLA Corp | 8K | +877.4% | $2.4M | 0.1% |
JNJJohnson & Johnson | 9.3K | +7.6% | $2.4M | 0.1% |
STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | 26.3K | +3.7% | $2.3M | 0.1% |
VANGUARD U.S. QUALITY FACTOR ETFETF | 13.1K | +8.6% | $2.2M | 0.1% |
VANGUARD EXTENDED MARKET ETFETF | 9K | −8.4% | $2.2M | 0.1% |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFETF | 14.2K | +15.7% | $2.2M | 0.1% |
LLYELI LILLY & Co | 1.8K | +8.9% | $2.2M | 0.1% |
DIMENSIONAL U.S. TARGETED VALUE ETFETF | 30.2K | −9.4% | $2.1M | 0.1% |
SCHWAB INTERNATIONAL EQUITY ETFETF | 74.2K | +52.1% | $2.1M | 0.1% |
FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETFETF | 223.2K | New | $2M | 0.1% |
ISHARES CORE MSCI EMERGING MARKETS ETFETF | 24.1K | +4.2% | $2M | 0.1% |
ISHARES RUSSELL 2000 ETFETF | 6.5K | +35.5% | $2M | 0.1% |
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETFETF | 37.7K | New | $1.9M | 0.1% |
PLTRPalantir Technologies Inc. | 16K | +1.1% | $1.9M | 0.1% |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFETF | 11.8K | +1.5% | $1.9M | 0.1% |
ABBVAbbVie Inc. | 7.2K | +11.3% | $1.8M | 0.1% |
ORCLOracle Corp | 12.2K | −25.9% | $1.8M | 0.1% |
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFETF | 19.4K | −2.4% | $1.8M | 0.1% |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFETF | 17.7K | +27.3% | $1.7M | 0.1% |
ISRGIntuitive Surgical Inc | 4.3K | −1.3% | $1.7M | 0.1% |
AMATApplied Materials Inc | 2.3K | −22.6% | $1.6M | 0.1% |
RTXRTX Corp | 8.3K | +2.6% | $1.6M | 0.1% |
XOMExxonMobil Holdings Corp | 11.4K | New | $1.6M | 0.1% |
MRKMerck & Co., Inc. | 12.1K | +6.8% | $1.6M | 0.1% |
NFLXNetflix Inc | 21.6K | −11.3% | $1.5M | 0.1% |
CVXChevron Corp | 9.3K | +28.2% | $1.5M | 0.1% |
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFETF | 33.5K | +17.3% | $1.5M | 0.1% |
WMTWalmart Inc. | 12.9K | +0.8% | $1.5M | 0.1% |
VVisa Inc. | 4.1K | +12.4% | $1.4M | 0.1% |
WDCWestern Digital Corp | 2.2K | +23.4% | $1.4M | 0.1% |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFETF | 43.8K | +244.9% | $1.4M | 0.1% |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFETF | 16.4K | −7.6% | $1.3M | 0.1% |
ISHARES CORE MSCI EAFE ETFETF | 13.6K | +13.5% | $1.3M | 0.1% |
CSCOCisco Systems, Inc. | 11.1K | +26.7% | $1.3M | 0.1% |
VANGUARD MID-CAP ETFETF | 16.1K | +314.4% | $1.3M | 0.1% |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF | 15.3K | +3.7% | $1.3M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.6K | +45.4% | $1.2M | 0.1% |
VANGUARD DIVIDEND APPRECIATION ETFETF | 5.2K | −28.4% | $1.2M | 0.1% |
ISHARES CORE S&P SMALL CAP ETFETF | 8.3K | +2.7% | $1.2M | 0.1% |
GEVGE Vernova Inc. | 1K | +19.8% | $1.2M | 0.1% |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFETF | 20.2K | −0.7% | $1.2M | 0.1% |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFETF | 6.4K | +30.4% | $1.2M | 0.1% |
VANGUARD S&P 500 GROWTH ETFETF | 14.6K | +374.9% | $1.2M | 0.1% |
SCHWAB U.S. LARGE-CAP GROWTH ETFETF | 35.4K | +25.4% | $1.2M | 0.1% |
EPDEnterprise Products Partners L.P. | 31.6K | ±0% | $1.2M | 0.1% |
VANGUARD TAX-EXEMPT BOND ETFETF | 22.9K | +2.4% | $1.2M | 0.1% |
ISHARES CORE S&P MID-CAP ETFETF | 14.9K | +1.0% | $1.1M | 0.1% |
SCHWAB U.S. SMALL-CAP ETFETF | 31.4K | +8.7% | $1.1M | 0.1% |
GEGeneral Electric Co | 3K | +15.4% | $1.1M | 0.1% |
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETFETF | 21.5K | +18.7% | $1.1M | 0.1% |
ISHARES RUSSELL 1000 VALUE ETFETF | 4.5K | −7.7% | $1.1M | 0.1% |
INTCIntel Corp | 7.9K | +49.0% | $1.1M | 0.1% |
VANGUARD INFORMATION TECHNOLOGY ETFETF | 8.9K | +1,240.3% | $1.1M | 0.1% |
ISHARES U.S. TECHNOLOGY ETFETF | 4.2K | +0.2% | $1.1M | 0.1% |
VANGUARD LARGE-CAP ETFETF | 3K | −0.1% | $1M | 0.1% |
VANGUARD MID-CAP VALUE ETFETF | 5.1K | +50.7% | $1M | 0.1% |
GSGoldman Sachs Group Inc | 999 | +10.0% | $1M | 0.1% |
VANECK MORNINGSTAR WIDE MOAT ETFETF | 9.7K | −1.2% | $1M | 0.1% |
UNHUnitedHealth Group Inc | 2.4K | +43.6% | $985.7K | 0.1% |
ALPHA ARCHITECT 1-3 MONTH BOX ETFETF | 8.3K | −11.1% | $968.9K | 0.1% |
ISHARES CORE DIVIDEND GROWTH ETFETF | 12.4K | +7.0% | $943.1K | 0.1% |
KOCoca Cola Co | 11.4K | +16.2% | $924.6K | 0.1% |
BACBank of America Corp | 16.2K | +7.3% | $920.3K | 0.1% |
MAMastercard Inc | 1.8K | −21.7% | $919K | 0.1% |
DIMENSIONAL GLOBAL REAL ESTATE ETFETF | 31.5K | −22.2% | $913.2K | 0.1% |
ISHARES 1-3 YEAR TREASURY BOND ETFETF | 11.1K | +12.4% | $911.7K | 0.1% |
STXSeagate Technology Holdings plc | 927 | +36.7% | $894.9K | 0.1% |
AXPAmerican Express Co | 2.6K | +7.3% | $894.9K | 0.1% |
BCBPBCB Bancorp Inc | 82.6K | +0.0% | $885.5K | 0.1% |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFETF | 20.2K | −21.1% | $871.7K | 0.1% |
ANETArista Networks, Inc. | 5K | −30.2% | $841.4K | 0.1% |
ISHARES RUSSELL 1000 GROWTH ETFETF | 6.6K | +242.9% | $814.5K | 0.1% |
PGPROCTER & GAMBLE Co | 5.5K | −14.2% | $802.9K | 0.1% |
BRTBRT Apartments Corp. | 51.9K | +0.1% | $798K | 0.1% |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETF | 6.6K | −0.0% | $785.9K | 0.1% |
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDETF | 5.4K | −8.5% | $782.6K | 0.1% |
SCHWAB U.S. BROAD MARKET ETFETF | 26.8K | +10.8% | $776.1K | 0.1% |
CCitigroup Inc | 5.5K | +22.2% | $773.7K | 0.1% |
ISHARES MSCI USA QUALITY FACTOR ETFETF | 3.5K | −1.2% | $767.4K | 0.1% |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFETF | 2.7K | +27.0% | $760.2K | 0.1% |
FIXComfort Systems USA Inc | 381 | +28.7% | $755.1K | 0.1% |
ISHARES S&P 500 GROWTH ETFETF | 5.4K | +36.7% | $745.1K | 0.1% |
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETFETF | 6.8K | ±0% | $743.7K | 0.1% |
TJXTJX Companies Inc | 4.9K | +22.6% | $738.7K | 0.1% |
CEFSprott Physical Gold & Silver Trust | 18.3K | ±0% | $736.9K | 0.1% |
IBMInternational Business Machines Corp | 2.5K | −6.2% | $703.4K | 0.1% |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF | 13.9K | −31.8% | $699.7K | 0.1% |
WFCWells Fargo & Company | 8.4K | +41.3% | $697.9K | 0.1% |
ISHARES RUSSELL 3000 ETFETF | 1.6K | ±0% | $688.6K | 0.1% |
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETFETF | 14K | +7.8% | $682.4K | 0.1% |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFETF | 12.9K | −2.4% | $681.4K | 0.1% |
MSMorgan Stanley | 3.3K | +20.0% | $679.3K | 0.1% |
ASMLASML Holding NV | 340 | −5.6% | $676.4K | 0.1% |
ETNEaton Corp plc | 1.5K | +42.6% | $653.2K | 0.1% |
LPLALPL Financial Holdings Inc. | 2.3K | +0.2% | $643.4K | 0.1% |
PMPhilip Morris International Inc. | 3.5K | −4.7% | $634.2K | 0.1% |
FTNTFortinet, Inc. | 4.1K | −2.7% | $633.8K | 0.1% |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFETF | 14.9K | +3.3% | $633.4K | 0.1% |
SNDKSandisk Corp | 278 | +29.3% | $632.1K | 0.1% |
COFCapital One Financial Corp | 3.1K | +50.1% | $630.8K | 0.1% |
AMGNAmgen Inc | 1.7K | +16.2% | $627.6K | 0.1% |
ISHARES MSCI USA MOMENTUM FACTOR ETFETF | 1.8K | +80.5% | $622.6K | 0.1% |
VANGUARD SMALL CAP VALUE ETFETF | 2.5K | +17.5% | $616.2K | 0.1% |
DIMENSIONAL US CORE EQUITY 1 ETFETF | 7.4K | −17.2% | $606K | 0.1% |
HPEHewlett Packard Enterprise Co | 13.3K | +8.1% | $600K | 0.1% |
WISDOMTREE FLOATING RATE TREASURY FUNDETF | 11.7K | −0.6% | $591.2K | 0.1% |
PANWPalo Alto Networks Inc | 1.7K | −4.7% | $579.1K | 0.1% |
LITELumentum Holdings Inc. | 674 | +206.4% | $578.3K | 0.1% |
WYNNWynn Resorts Ltd | 5.9K | −0.5% | $576K | 0.1% |
GLWCorning Inc | 2.2K | +9.5% | $567.5K | 0.1% |
SPCXSpace Exploration Technologies Corp | 3.3K | New | $565K | 0.1% |
SPOTSpotify Technology S.A. | 1.2K | −2.9% | $563.4K | 0.1% |
BLKBlackRock, Inc. | 582 | +29.6% | $559.3K | 0.1% |
GMGeneral Motors Co | 7.2K | +16.5% | $558.2K | 0.1% |
BMYBristol Myers Squibb Co | 9.7K | +31.1% | $557.5K | 0.1% |
CVSCVS HEALTH Corp | 5.4K | −0.5% | $555.9K | 0.1% |
DEDeere & Co | 862 | −2.5% | $546.5K | 0.1% |
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETFETF | 5.6K | ±0% | $545.4K | 0.1% |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFETF | 14.3K | −0.9% | $542.4K | 0.1% |
DIMENSIONAL WORLD EQUITY ETFETF | 6.5K | +1.9% | $542.1K | 0.1% |
VANGUARD S&P 500 VALUE ETFETF | 2.5K | −0.1% | $541.2K | 0.1% |
CMCSAComcast Corp | 21.9K | +63.0% | $537.9K | 0.1% |
PSXPhillips 66 | 3.1K | +9.3% | $528.2K | 0.1% |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFETF | 13.1K | +5.9% | $518.9K | 0.1% |
LINLinde PLC | 984 | +27.6% | $510.7K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 977 | −7.2% | $510.4K | 0.1% |
VRTVertiv Holdings Co | 1.5K | +38.0% | $504.6K | 0.1% |
MNSTMonster Beverage Corp | 5.2K | +4.8% | $501.5K | 0.1% |
TRVTravelers Companies, Inc. | 1.5K | +19.0% | $501.2K | 0.1% |
INVESCO RAFI US 1000 ETFETF | 9.2K | +2.5% | $498.3K | 0.1% |
CBChubb Ltd | 1.5K | +26.3% | $494.1K | 0.1% |
TERTeradyne, Inc | 1K | +23.7% | $488.2K | 0.1% |
SCHWSchwab Charles Corp | 5.3K | +8.2% | $486K | 0.1% |
GLDSPDR Gold Trust | 1.3K | +9.6% | $482.6K | 0.1% |
CMICummins Inc | 674 | +3.9% | $480.8K | 0.1% |
ISHARES CORE U.S. AGGREGATE BOND ETFETF | 4.8K | +176.9% | $474.7K | 0.1% |
VANGUARD MEGA CAP GROWTH ETFETF | 5.3K | +505.0% | $468K | 0.1% |
FCXFreeport-McMoran Inc | 7.4K | +27.0% | $462.6K | 0.1% |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFETF | 12.5K | ±0% | $460.2K | 0.1% |
ECLEcolab Inc. | 1.6K | +2.0% | $459.6K | 0.1% |
CRSCarpenter Technology Corp | 744 | +128.2% | $458.9K | 0.1% |
VLOValero Energy Corp | 1.8K | +32.9% | $458.5K | 0.1% |
IAUiShares Gold Trust | 6.1K | −12.6% | $456.8K | 0.1% |
MOAltria Group, Inc. | 6.3K | −1.7% | $456.2K | 0.1% |
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETFETF | 1.6K | +4.0% | $453.3K | 0.1% |
DALDelta Air Lines, Inc. | 4.8K | +34.5% | $449.8K | 0.1% |
VANGUARD MID-CAP GROWTH ETFETF | 1.5K | +103.4% | $444.2K | 0.1% |
PEPPepsiCo Inc | 3.3K | +11.7% | $441.2K | 0.1% |
LMTLockheed Martin Corp | 866 | +9.2% | $441.1K | 0.1% |
UALUnited Airlines Holdings, Inc. | 3.2K | +5.8% | $438.4K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 570 | +31.6% | $435K | 0.1% |
TXNTexas Instruments Inc | 1.5K | +53.5% | $434.7K | 0.1% |
VZVerizon Communications Inc | 10.2K | +3.9% | $432.6K | 0.1% |
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETFETF | 5.2K | −7.7% | $431.7K | 0.1% |
STATE STREET SPDR S&P 400 MID CAP GROWTH ETFETF | 3.8K | +0.1% | $431.2K | 0.1% |
APHAmphenol Corp | 2.4K | +16.3% | $429.3K | 0.1% |
DISWalt Disney Co | 4.4K | −4.9% | $425.3K | 0.1% |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFETF | 4.1K | −43.6% | $420.7K | 0.1% |
PNCPNC Financial Services Group, Inc. | 1.7K | −1.1% | $419.1K | 0.1% |
CWCurtiss Wright Corp | 553 | +1.7% | $419K | 0.1% |
VANECK IG FLOATING RATE ETFETF | 16.3K | ±0% | $417.1K | 0.1% |
FIDELITY NASDAQ COMPOSITE INDEX ETFETF | 4K | −0.1% | $415.3K | 0.1% |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFETF | 2.5K | −38.9% | $413.8K | 0.1% |
ISHARES NATIONAL MUNI BOND ETFETF | 3.8K | −1.2% | $411.6K | 0.1% |
ABNBAirbnb, Inc. | 2.8K | +52.0% | $405.8K | 0.1% |
MRVLMarvell Technology, Inc. | 1.4K | +16.0% | $405.7K | 0.1% |
ISHARES RUSSELL MIDCAP ETFETF | 3.6K | +850.9% | $395.5K | 0.1% |
ISHARES S&P MID-CAP 400 VALUE ETFETF | 2.6K | −0.2% | $389.3K | 0.1% |
NSCNorfolk Southern Corp | 1.2K | +13.8% | $388.2K | 0.1% |
AFLAflac Inc | 3.3K | +38.9% | $384.4K | 0.1% |
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETFETF | 5.1K | +17.1% | $384.1K | 0.1% |
JCIJohnson Controls International plc | 2.6K | +65.3% | $382.2K | 0.1% |
ADIAnalog Devices Inc | 950 | +41.6% | $377.3K | 0.1% |
PCGPG&E Corp | 22.4K | +45.0% | $377.3K | 0.1% |
UNPUnion Pacific Corp | 1.4K | +22.0% | $375.4K | 0.1% |
CNCCentene Corp | 5.7K | +19.2% | $368.7K | 0.1% |
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFETF | 9.2K | +31.5% | $367.3K | 0.1% |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFETF | 7.2K | +29.7% | $366.7K | 0.1% |
EAElectronic Arts Inc. | 1.8K | +2.4% | $366.1K | 0.1% |
VANGUARD TOTAL INTERNATIONAL BOND ETFETF | 7.5K | +15.8% | $363.5K | 0.1% |
URIUnited Rentals, Inc. | 319 | +112.7% | $361.4K | 0.1% |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFETF | 3.5K | −46.8% | $361K | 0.1% |
MMM3M Co | 2.2K | +8.0% | $360.9K | 0.1% |
MCDMcDonald's Corp | 1.3K | −13.2% | $360.2K | 0.1% |
KFYKorn Ferry | 5.4K | +3.3% | $359K | 0.1% |
BNYBank of New York Mellon Corp | 2.5K | +10.1% | $358.9K | 0.1% |
CRMSalesforce, Inc. | 2.3K | −35.9% | $355.4K | 0.1% |
DELLDell Technologies Inc. | 823 | −40.4% | $355.3K | 0.1% |
EMEEMCOR Group, Inc. | 423 | +16.5% | $351.1K | 0.1% |
ABTAbbott Laboratories | 3.8K | −16.9% | $348K | 0.1% |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETFETF | 3.7K | +3.6% | $348K | 0.1% |
TMUST-Mobile US, Inc. | 2.1K | +67.6% | $347.6K | 0.1% |
BKNGBooking Holdings Inc. | 1.9K | +2,013.0% | $346.4K | 0.1% |
FFord Motor Co | 24.8K | +7.2% | $344.5K | 0.1% |
AVANTIS U.S. EQUITY ETFETF | 2.7K | ±0% | $343.1K | 0.1% |
AONAon plc | 1K | +37.8% | $341.3K | 0.1% |
ROSTRoss Stores, Inc. | 1.6K | +55.6% | $337.6K | 0.1% |
AVANTIS U.S. LARGE CAP VALUE ETFETF | 3.6K | −13.8% | $332.5K | 0.1% |
CCLCarnival Corp Ltd. | 11.5K | New | $328.9K | 0.1% |
CAPITAL GROUP DIVIDEND VALUE ETFETF | 6.7K | −33.7% | $328.1K | 0.1% |
AZNAstraZeneca PLC | 1.7K | +4.9% | $327.9K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 465 | ±0% | $326.9K | 0.1% |
SHOPShopify Inc. | 2.8K | −33.1% | $324.8K | 0.1% |
SNPSSynopsys Inc | 721 | +555.5% | $321.6K | 0.1% |
WDAYWorkday, Inc. | 2.6K | −0.8% | $318.8K | 0.1% |
WMBWilliams Companies, Inc. | 4.3K | +0.6% | $317.9K | 0.1% |
JBHTHunt J B Transport Services Inc | 1.1K | +21.6% | $316.3K | 0.1% |
RSGRepublic Services, Inc. | 1.5K | −8.5% | $311.9K | 0.1% |
DOWDOW Inc. | 11.4K | +22.7% | $311.8K | 0.1% |
TTTrane Technologies plc | 631 | +112.5% | $309.9K | 0.1% |
SBUXStarbucks Corp | 3K | +5.9% | $305.8K | 0.1% |
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETFETF | 7.4K | −31.0% | $305K | 0.1% |
IRMIron Mountain Inc | 2.4K | +20.0% | $304.7K | 0.1% |
PFEPfizer Inc | 12.6K | +25.6% | $304.3K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 953 | −2.3% | $302.7K | 0.1% |
EMREmerson Electric Co | 2.1K | +0.2% | $301.1K | 0.1% |
FDXFedEx Corp | 958 | −1.1% | $300K | 0.1% |
ETEnergy Transfer LP | 15.6K | ±0% | $299.1K | 0.1% |
COHRCoherent Corp. | 758 | +12.0% | $299K | 0.1% |
VANGUARD INTERMEDIATE-TERM BOND ETFETF | 3.9K | +66.4% | $298.7K | 0.1% |
WISDOMTREE U.S. TOTAL DIVIDEND FUNDETF | 3.2K | ±0% | $298.2K | 0.1% |
PWRQuanta Services, Inc. | 414 | +23.2% | $298.1K | 0.1% |
VIKViking Holdings Ltd | 2.8K | +71.1% | $296.1K | 0.1% |
ARDXArdelyx, Inc. | 58K | +0.9% | $296K | 0.1% |
DHRDanaher Corp | 1.6K | −20.5% | $295.8K | 0.1% |
CSXCSX Corp | 6.2K | +19.8% | $294.4K | 0.1% |
BABoeing Co | 1.4K | +78.5% | $294.4K | 0.1% |
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFETF | 9.5K | −6.0% | $293.4K | 0.1% |
ALLAllstate Corp | 1.2K | +5.1% | $292.7K | 0.1% |
MPCMarathon Petroleum Corp | 1.1K | +17.2% | $292.5K | 0.1% |
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFETF | 4.1K | −1.4% | $292.2K | 0.1% |
RFRegions Financial Corp | 9.6K | +6.2% | $291.1K | 0.1% |
LOWLowe's Companies Inc | 1.3K | −2.8% | $290.6K | 0.1% |
ITWIllinois Tool Works Inc | 1.1K | +21.2% | $288K | 0.1% |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFETF | 5.7K | −2.6% | $287.4K | 0.1% |
KEYSKeysight Technologies, Inc. | 819 | +45.5% | $286.7K | 0.1% |
NOCNorthrop Grumman Corp | 562 | +14.9% | $286.2K | 0.1% |
SCHWAB U.S. REIT ETFETF | 12K | −9.5% | $284.2K | 0.1% |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFETF | 2.6K | −3.8% | $283.5K | 0.1% |
ORealty Income Corp | 4.6K | −0.5% | $283.2K | 0.1% |
PHParker-Hannifin Corp | 289 | +82.9% | $282.7K | 0.1% |
UBERUber Technologies, Inc | 3.9K | −18.2% | $281K | 0.1% |
VANGUARD RUSSELL 1000 GROWTH ETFETF | 2.2K | −43.3% | $279.9K | 0.1% |
ISHARES MSCI EAFE SMALL-CAP ETFETF | 3.4K | +177.8% | $279.1K | 0.1% |
ENBEnbridge Inc | 5K | +28.2% | $272.4K | 0.1% |
CAPITAL GROUP GROWTH ETFETF | 5.8K | −4.1% | $271.7K | 0.1% |
CAPITAL GROUP CORE EQUITY ETFETF | 6.1K | ±0% | $271.6K | 0.1% |
ISHARES ESG AWARE MSCI USA ETFETF | 1.6K | +16.1% | $268.8K | 0.1% |
LHXL3HARRIS Technologies, Inc. | 911 | +43.7% | $264.7K | 0.1% |
COPConocoPhillips | 2.5K | +10.9% | $262.5K | 0.1% |
CICigna Group | 951 | +42.2% | $262.2K | 0.1% |
PLDPrologis, Inc. | 1.9K | +100.3% | $261.6K | 0.1% |
TAT&T Inc. | 12.6K | −1.5% | $261.3K | 0.1% |
INVESCO RAFI US 1500 SMALL-MID ETFETF | 4.7K | +16.7% | $260.8K | 0.1% |
CIENCiena Corp | 527 | +42.4% | $258.5K | 0.1% |
PHGKoninklijke Philips NV | 9.5K | +214.0% | $258.3K | 0.1% |
DEFIANCE QUANTUM ETFETF | 1.6K | +156.6% | $257.2K | 0.1% |
CFGCitizens Financial Group Inc | 3.7K | +30.4% | $256.5K | 0.1% |
NWNNorthwest Natural Holding Co | 5.2K | −0.2% | $252.9K | 0.1% |
NEENextEra Energy Inc | 2.9K | +43.3% | $252.7K | 0.1% |
ESEversource Energy | 3.5K | +199.7% | $250.6K | 0.1% |
AMPAmeriprise Financial Inc | 546 | −33.6% | $250.5K | 0.1% |
NBIXNeurocrine Biosciences Inc | 1.5K | +28.0% | $248.9K | 0.1% |
NTRSNorthern Trust Corp | 1.4K | +22.6% | $246.4K | 0.1% |
APPAppLovin Corp | 477 | −3.2% | $245.8K | 0.1% |
KMIKinder Morgan, Inc. | 7.7K | +10.6% | $245.4K | 0.1% |
ADBEAdobe Inc. | 1.2K | +14.9% | $245.2K | 0.1% |
HWMHowmet Aerospace Inc. | 912 | −23.0% | $245.2K | 0.1% |
SNXTD SYNNEX Corp | 912 | +11.1% | $243.8K | 0.1% |
EOGEOG Resources Inc | 1.9K | +41.5% | $243.8K | 0.1% |
ADPAutomatic Data Processing Inc | 1.1K | +22.0% | $243.1K | 0.1% |
TGTTarget Corp | 1.9K | +19.1% | $243K | 0.1% |
WMWaste Management Inc | 1.1K | −10.8% | $242.1K | 0.1% |
NETCloudflare, Inc. | 984 | +60.0% | $241.4K | 0.1% |
JBLJabil Inc | 626 | +44.9% | $241.3K | 0.1% |
GILDGilead Sciences, Inc. | 1.9K | −2.0% | $239.1K | 0.1% |
HOODRobinhood Markets, Inc. | 2.4K | +9.5% | $238.8K | 0.1% |
CARRCARRIER GLOBAL Corp | 3.3K | +10.3% | $238.5K | 0.1% |
TPRTapestry, Inc. | 1.6K | −1.8% | $238.2K | 0.1% |
LNTAlliant Energy Corp | 3.1K | +3.6% | $237.8K | 0.1% |
NEMNEWMONT Corp | 2.5K | −18.4% | $237.4K | 0.1% |
VANECK SEMICONDUCTOR ETFETF | 361 | −4.5% | $236.5K | 0.1% |
VANGUARD SMALL-CAP GROWTH ETFETF | 646 | −20.2% | $236.2K | 0.1% |
PRUPrudential Financial Inc | 2.2K | +123.2% | $235.6K | 0.1% |
VRTXVertex Pharmaceuticals Inc | 474 | +55.4% | $235.5K | 0.1% |
UPSUnited Parcel Service Inc | 2.2K | +35.0% | $235.3K | 0.1% |
HIGHartford Insurance Group, Inc. | 1.8K | +10.3% | $234.7K | 0.1% |
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETFETF | 2K | +43.3% | $234.2K | 0.1% |
CEGConstellation Energy Corp | 936 | −7.1% | $232.4K | 0.1% |
WCNWaste Connections, Inc. | 1.4K | +1,670.5% | $230.2K | 0.1% |
TDGTransDigm Group INC | 172 | +14.7% | $229.1K | 0.1% |
AMTAmerican Tower Corp | 1.4K | +323.0% | $228.3K | 0.1% |
ISHARES U.S. TECH INDEPENDENCE FOCUSED ETFETF | 2.1K | ±0% | $227.3K | 0.1% |
INVInnventure, Inc. | 44.5K | ±0% | $225.5K | 0.1% |
HLTHilton Worldwide Holdings Inc. | 679 | +60.1% | $224.4K | 0.1% |
ISHARES CORE 1-5 YEAR USD BOND ETFETF | 4.6K | New | $223.8K | 0.1% |
ISHARES RUSSELL 1000 ETFETF | 546 | −0.9% | $223.6K | 0.1% |
SNOWSnowflake Inc. | 875 | −10.3% | $222.7K | 0.1% |
NVTnVent Electric plc | 1.3K | +37.0% | $222.5K | 0.1% |
FITBFifth Third Bancorp | 3.9K | +0.4% | $222.2K | 0.1% |
VANGUARD RUSSELL 2000 ETFETF | 1.8K | −10.1% | $221.2K | 0.1% |
FTITechnipFMC plc | 3.3K | +8.0% | $221K | 0.1% |
IBITiShares Bitcoin Trust ETF | 6.6K | +46.3% | $221K | 0.1% |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFETF | 1.4K | +64.5% | $220.2K | 0.1% |
TMOThermo Fisher Scientific Inc. | 439 | +35.5% | $220.1K | 0.1% |
ATIATI Inc | 1.1K | +29.4% | $219.8K | 0.1% |
OXYOccidental Petroleum Corp | 4.5K | +52.9% | $219.7K | 0.1% |
MHDBlackRock Muniholdings Fund, Inc. | 18.4K | New | $219.4K | 0.1% |
AAgilent Technologies, Inc. | 1.6K | +48.7% | $219K | 0.1% |
DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFETF | 2.6K | +124.2% | $218.6K | 0.1% |
TTETotalEnergies SE | 2.8K | +24.3% | $218.2K | 0.1% |
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDETF | 4.5K | −30.9% | $218K | 0.1% |
RBCRBC Bearings INC | 335 | +60.3% | $215.8K | 0.1% |
BABAAlibaba Group Holding Ltd | 2.2K | −13.6% | $214.5K | 0.1% |
ISHARES RUSSELL TOP 200 GROWTH ETFETF | 736 | +736.4% | $213.9K | 0.1% |
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETFETF | 4.2K | +134.1% | $213K | 0.1% |
TPLTexas Pacific Land Corp | 484 | −2.0% | $211.6K | 0.1% |
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFETF | 4.6K | −4.3% | $211.4K | 0.1% |
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFETF | 2.7K | ±0% | $209.9K | 0.1% |
SOFISoFi Technologies, Inc. | 11.6K | −5.8% | $208.7K | 0.1% |
HPQHP Inc | 9.5K | +73.3% | $208K | 0.1% |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFETF | 6.1K | −48.5% | $207.9K | 0.1% |
INVESCO S&P 500 QUALITY ETFETF | 2.3K | ±0% | $207.2K | 0.1% |
FLEXFlex Ltd. | 1.3K | +8.3% | $206.2K | 0.1% |
VRSNVerisign Inc | 816 | +106.6% | $205.3K | 0.1% |
ISHARES RUSSELL 2000 VALUE ETFETF | 927 | −4.6% | $205.1K | 0.1% |
USBUS Bancorp de | 3.4K | −15.4% | $204.9K | 0.1% |
MEOHMethanex Corp | 4.4K | −4.4% | $204.6K | 0.1% |
MTCHMatch Group, Inc. | 5.4K | −1.9% | $203.9K | 0.1% |
EQIXEquinix Inc | 195 | +78.9% | $203.5K | 0.1% |
SYYSysco Corp | 2.4K | +69.4% | $202.9K | 0.1% |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFETF | 1.1K | +242.8% | $201.9K | 0.1% |
HNSTHonest Company, Inc. | 54.9K | +0.3% | $201.1K | 0.1% |
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFETF | 11K | +2.6% | $175.4K | 0.1% |
NEANuveen AMT-Free Quality Municipal Income Fund | 10.2K | New | $120.3K | 0.1% |
| 1K | New | $75.5K | 0.1% |
LYGLloyds Banking Group plc | 12.5K | −4.9% | $73K | 0.1% |
NRGVEnergy Vault Holdings, Inc. | 12.5K | ±0% | $59K | 0.1% |
| 500 | New | $58.3K | 0.1% |
HTTHigh Templar Tech Ltd | 10.6K | ±0% | $27K | 0.1% |
| 100 | New | $20K | 0.1% |
HTZWWHertz Global Holdings, Inc | 13.7K | ±0% | $14.9K | 0.1% |
BLOCK INC 0.25 11/01/2027Convertible | 10K | ±0% | $9.4K | 0.1% |
ALITAlight, Inc. / Delaware | 13.9K | New | $7.8K | 0.1% |
