HM Payson & Co
- SEC CIK
- 0000928052
- 最新申報
- 2026/7/17
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 1,075
- 較 2021 年第 4 季 −20
- 總值
- $43.9 億
- 較 2021 年第 4 季 −$2.06 億 (−4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,550,566 | $2.71 億 | 6.2% | −8,387−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 759,860 | $2.34 億 | 5.3% | +1,928+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 55,518 | $1.55 億 | 3.5% | +566+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 735,764 | $1.30 億 | 3.0% | +15,926+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 168,169 | $1.06 億 | 2.4% | +7,041+4.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,701 | $1.00 億 | 2.3% | +460+1.5% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 388,275 | $9,648 萬 | 2.2% | +44,198+12.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 274,908 | $9,271 萬 | 2.1% | +5,131+1.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 260,130 | $9,180 萬 | 2.1% | −14,754−5.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,739,910 | $9,008 萬 | 2.0% | +63,874+3.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 142,378 | $8,410 萬 | 1.9% | +988+0.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 498,107 | $8,075 萬 | 1.8% | +18,814+3.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,789 | $8,007 萬 | 1.8% | −19−0.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 153,865 | $7,847 萬 | 1.8% | +4,652+3.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 310,349 | $7,674 萬 | 1.7% | +369+0.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 752,749 | $7,619 萬 | 1.7% | +50,434+7.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 529,355 | $7,216 萬 | 1.6% | −7,677−1.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 382,452 | $7,152 萬 | 1.6% | −2,669−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 234,772 | $7,027 萬 | 1.6% | +33,308+16.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 193,886 | $6,929 萬 | 1.6% | −5,653−2.8% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 381,697 | $6,828 萬 | 1.6% | +5,130+1.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 165,754 | $6,799 萬 | 1.5% | +9,483+6.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 2,925,449 | $6,173 萬 | 1.4% | +75,634+2.7% | 加碼 | – |
| AONAon plc | CL A | 182,716 | $5,950 萬 | 1.4% | −7,624−4.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 196,670 | $5,769 萬 | 1.3% | +225+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 576,198 | $5,708 萬 | 1.3% | −9,313−1.6% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,129,117 | $5,676 萬 | 1.3% | −257,789−18.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 471,712 | $5,583 萬 | 1.3% | −7,928−1.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 100,120 | $5,383 萬 | 1.2% | +3,638+3.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 2,523,191 | $5,364 萬 | 1.2% | +16,942+0.7% | 加碼 | – |
| VVisa Inc. | Stock | 231,802 | $5,141 萬 | 1.2% | −7,526−3.1% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 1,377,461 | $5,000 萬 | 1.1% | +112,073+8.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 97,857 | $4,420 萬 | 1.0% | +115+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 277,612 | $4,242 萬 | 1.0% | −1,246−0.4% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 258,325 | $4,022 萬 | 0.9% | +15,801+6.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 1,865,267 | $3,930 萬 | 0.9% | +19,459+1.1% | 加碼 | – |
| NKENIKE, Inc. | Stock | 274,006 | $3,687 萬 | 0.8% | −7,610−2.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 608,341 | $3,685 萬 | 0.8% | +66,205+12.2% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 272,865 | $3,634 萬 | 0.8% | +12,184+4.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 147,054 | $3,547 萬 | 0.8% | −485−0.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 476,090 | $3,477 萬 | 0.8% | +381,214+401.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 126,783 | $3,459 萬 | 0.8% | +20,773+19.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 1,504,918 | $3,147 萬 | 0.7% | −3,723−0.2% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 166,277 | $3,077 萬 | 0.7% | +33,164+24.9% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 67,616 | $3,008 萬 | 0.7% | −269−0.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 149,771 | $2,914 萬 | 0.7% | −12,734−7.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 574,862 | $2,849 萬 | 0.6% | −22,299−3.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 341,376 | $2,819 萬 | 0.6% | +2,462+0.7% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 94,614 | $2,813 萬 | 0.6% | +29,956+46.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 115,767 | $2,800 萬 | 0.6% | +6,634+6.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 147,595 | $2,708 萬 | 0.6% | +24,708+20.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 153,885 | $2,506 萬 | 0.6% | +45,244+41.6% | 加碼 | 歷史 |
| PIIPolaris Inc. | Stock | 233,903 | $2,463 萬 | 0.6% | −52,359−18.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 439,027 | $2,448 萬 | 0.6% | +691+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 291,859 | $2,415 萬 | 0.5% | −2,387−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 139,970 | $2,343 萬 | 0.5% | −1,489−1.1% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 75,643 | $1,994 萬 | 0.5% | +632+0.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 220,264 | $1,807 萬 | 0.4% | −809−0.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 34 | $1,798 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 62,740 | $1,669 萬 | 0.4% | −1,891−2.9% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 81,105 | $1,648 萬 | 0.4% | −3,610−4.3% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 29,856 | $1,633 萬 | 0.4% | +54+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 107,666 | $1,603 萬 | 0.4% | −2,960−2.7% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 77,015 | $1,580 萬 | 0.4% | −2,031−2.6% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 420,941 | $1,576 萬 | 0.4% | −19,090−4.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 66,822 | $1,486 萬 | 0.3% | −29,198−30.4% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 54,353 | $1,359 萬 | 0.3% | +53,939+13,028.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 329,368 | $1,358 萬 | 0.3% | +1,449+0.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 91,633 | $1,191 萬 | 0.3% | −1,574−1.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 233,790 | $1,123 萬 | 0.3% | +3,481+1.5% | 加碼 | – |
| AFLAflac Inc | Stock | 170,960 | $1,101 萬 | 0.3% | +8,963+5.5% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 192,867 | $1,097 萬 | 0.2% | −3,278−1.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 46,847 | $1,066 萬 | 0.2% | −58−0.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 36,227 | $989.7 萬 | 0.2% | −3,634−9.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 33,498 | $950.5 萬 | 0.2% | −468−1.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 200,987 | $927.2 萬 | 0.2% | −2,580−1.3% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 20,304 | $925.1 萬 | 0.2% | +11,733+136.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 70,109 | $889.9 萬 | 0.2% | −1,150−1.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 64,837 | $889.3 萬 | 0.2% | −358−0.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 34,224 | $859.8 萬 | 0.2% | +70+0.2% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 145,147 | $858.2 萬 | 0.2% | +144,368+18,532.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 44,698 | $843.0 萬 | 0.2% | +3,566+8.7% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 3,790 | $775.0 萬 | 0.2% | −5,802−60.5% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 89,186 | $730.6 萬 | 0.2% | +494+0.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 114,368 | $718.0 萬 | 0.2% | −811−0.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 44,494 | $698.1 萬 | 0.2% | +7,085+18.9% | 加碼 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 135,229 | $691.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 46,225 | $688.2 萬 | 0.2% | −290−0.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 109,805 | $650.7 萬 | 0.1% | +530+0.5% | 加碼 | – |
| SHWSherwin Williams Co | COM | 25,381 | $633.6 萬 | 0.1% | −257−1.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 21,669 | $620.5 萬 | 0.1% | +74+0.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 72,484 | $614.0 萬 | 0.1% | −302−0.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 23,756 | $593.7 萬 | 0.1% | +44+0.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 27,696 | $580.0 萬 | 0.1% | −652−2.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 76,053 | $576.7 萬 | 0.1% | −2,997−3.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 51,440 | $570.7 萬 | 0.1% | −8,461−14.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 54,026 | $543.0 萬 | 0.1% | −1,581−2.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 87,217 | $540.7 萬 | 0.1% | −1,641−1.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 11,158 | $536.5 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 53,904 | $522.0 萬 | 0.1% | +165+0.3% | 加碼 | – |
2021 年第 4 季之後清倉（119 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 119 檔。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 60,205 | $300.7 萬 | 0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,765 | $84.7 萬 | <0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,223 | $49.1 萬 | <0.1% | – |
| CACICACI International Inc | CL A | 650 | $17.5 萬 | <0.1% | 歷史 |
| Monmouth Real Estate Investment Corp609720107 | CL A | 6,200 | $13.0 萬 | <0.1% | – |
| XLNXXilinx Inc | COM | 611 | $13.0 萬 | <0.1% | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 2,400 | $10.1 萬 | <0.1% | – |
| FCELFuelcell Energy Inc | COM | 16,875 | $8.80 萬 | <0.1% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 429 | $7.70 萬 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 1,688 | $7.30 萬 | <0.1% | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 3,929 | $7.00 萬 | <0.1% | – |
| TGTredegar Corp | COM | 5,924 | $7.00 萬 | <0.1% | 歷史 |
| HUBSHubSpot Inc | COM | 84 | $5.50 萬 | <0.1% | 歷史 |
| BEBloom Energy Corp | COM CL A | 2,500 | $5.50 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 271 | $5.00 萬 | <0.1% | 歷史 |
| GLOBGlobant S.A. | COM | 159 | $5.00 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 365 | $4.80 萬 | <0.1% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 604 | $4.60 萬 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 192 | $4.50 萬 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 1,200 | $4.40 萬 | <0.1% | – |
| SNOWSnowflake Inc. | Stock | 120 | $4.10 萬 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 383 | $4.00 萬 | <0.1% | 歷史 |
| KRNTKornit Digital Ltd. | SHS | 255 | $3.90 萬 | <0.1% | 歷史 |
| KFYKorn Ferry | COM NEW | 500 | $3.80 萬 | <0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 218 | $3.70 萬 | <0.1% | 歷史 |
| SHAKShake Shack Inc. | CL A | 506 | $3.70 萬 | <0.1% | 歷史 |
| SONSonoco Products Co | COM | 600 | $3.50 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 52 | $3.50 萬 | <0.1% | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 698 | $3.30 萬 | <0.1% | 歷史 |
| PODDInsulet Corp | Stock | 100 | $2.70 萬 | <0.1% | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 623 | $2.70 萬 | <0.1% | – |
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 1,000 | $2.70 萬 | <0.1% | – |
| RGENRepligen Corp | COM | 97 | $2.60 萬 | <0.1% | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 578 | $2.60 萬 | <0.1% | 歷史 |
| NYTNew York Times Co | CL A | 518 | $2.50 萬 | <0.1% | 歷史 |
| VXXBarclays Bank PLC | ETF | 1,375 | $2.50 萬 | <0.1% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 188 | $2.40 萬 | <0.1% | 歷史 |
| NTRANatera, Inc. | COM | 248 | $2.30 萬 | <0.1% | 歷史 |
| CDXSCodexis, Inc. | COM | 724 | $2.30 萬 | <0.1% | 歷史 |
| TOSTToast, Inc. | Stock | 591 | $2.10 萬 | <0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 267 | $2.10 萬 | <0.1% | 歷史 |
| PIImpinj Inc | COM | 221 | $2.00 萬 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 405 | $1.90 萬 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 530 | $1.80 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 66 | $1.70 萬 | <0.1% | – |
| TXG10x Genomics, Inc. | CL A COM | 113 | $1.70 萬 | <0.1% | 歷史 |
| NARIInari Medical, Inc. | Stock | 179 | $1.60 萬 | <0.1% | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 458 | $1.60 萬 | <0.1% | 歷史 |
| QTRXQuanterix Corp | COM | 378 | $1.60 萬 | <0.1% | 歷史 |
| CMCanadian Imperial Bank of Commerce | COM | 130 | $1.50 萬 | <0.1% | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 143 | $1.50 萬 | <0.1% | 歷史 |
| SSTISoundthinking, Inc. | COM | 503 | $1.50 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 30 | $1.10 萬 | <0.1% | 歷史 |
| APPFAppfolio Inc | COM CL A | 89 | $1.10 萬 | <0.1% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 46 | $1.10 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 180 | $1.00 萬 | <0.1% | – |
| TMToyota Motor Corp | ADS | 55 | $1.00 萬 | <0.1% | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 265 | $1.00 萬 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 324 | $1.00 萬 | <0.1% | 歷史 |
| PRTSCarParts.com, Inc. | COM | 910 | $1.00 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 80 | $9,000 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 33 | $9,000 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 87 | $8,000 | <0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 23 | $8,000 | <0.1% | 歷史 |
| ARVNArvinas, Inc. | COM | 96 | $8,000 | <0.1% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 30 | $8,000 | <0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 330 | $7,000 | <0.1% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 91 | $7,000 | <0.1% | 歷史 |
| VCRAVocera Communications, Inc. | COM | 105 | $7,000 | <0.1% | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 78 | $7,000 | <0.1% | 歷史 |
| NIONIO Inc. | ADR | 200 | $6,000 | <0.1% | 歷史 |
| FRSHFreshworks Inc. | Stock | 243 | $6,000 | <0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 19 | $6,000 | <0.1% | 歷史 |
| RELYRemitly Global, Inc. | COM | 313 | $6,000 | <0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 65 | $6,000 | <0.1% | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 36 | $6,000 | <0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 177 | $6,000 | <0.1% | 歷史 |
| DISHDISH Network CORP | CL A | 180 | $6,000 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 21 | $6,000 | <0.1% | 歷史 |
| ONEM1Life Healthcare Inc | COM | 339 | $6,000 | <0.1% | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 808 | $5,000 | <0.1% | 歷史 |
| SAIASaia Inc | COM | 14 | $5,000 | <0.1% | 歷史 |
| NOVTNovanta Inc | COM | 29 | $5,000 | <0.1% | 歷史 |
| NSPInsperity, Inc. | COM | 46 | $5,000 | <0.1% | 歷史 |
| HNSTHonest Company, Inc. | COM | 595 | $5,000 | <0.1% | 歷史 |
| CTLTCatalent, Inc. | COM | 42 | $5,000 | <0.1% | 歷史 |
| RENTRent the Runway, Inc. | COM CL A | 610 | $5,000 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 40 | $4,000 | <0.1% | – |
| FLEXFlex Ltd. | Stock | 220 | $4,000 | <0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 44 | $4,000 | <0.1% | 歷史 |
| ROGRogers Corp | COM | 16 | $4,000 | <0.1% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 18 | $4,000 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 13 | $4,000 | <0.1% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 13 | $4,000 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 200 | $4,000 | <0.1% | 歷史 |
| SIGISelective Insurance Group Inc | COM | 45 | $4,000 | <0.1% | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 48 | $4,000 | <0.1% | – |
| CHHChoice Hotels International Inc | COM | 24 | $4,000 | <0.1% | 歷史 |
| MTHMeritage Homes CORP | COM | 29 | $4,000 | <0.1% | 歷史 |
| ALECAlector, Inc. | COM | 184 | $4,000 | <0.1% | 歷史 |