Sandy Spring Bank
- SEC CIK
- 0001457833
- 最新申報
- 2025/5/12
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 1,145
- 較 2022 年第 3 季 +22
- 總值
- $16.8 億
- 較 2022 年第 3 季 +$1.06 億 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 455,034 | $1.10 億 | 6.5% | +3,208+0.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 226,111 | $8,687 萬 | 5.2% | +8,146+3.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 495,095 | $6,433 萬 | 3.8% | −6,739−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 233,206 | $5,593 萬 | 3.3% | +1,964+0.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 582,312 | $5,511 萬 | 3.3% | +15,470+2.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 121,633 | $4,652 萬 | 2.8% | +1,275+1.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 104,804 | $4,641 萬 | 2.8% | +456+0.4% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 445,357 | $3,146 萬 | 1.9% | −2,781−0.6% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 310,486 | $2,531 萬 | 1.5% | +1,067+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 175,834 | $2,358 萬 | 1.4% | −5,340−2.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 85,970 | $2,282 萬 | 1.4% | −2,027−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 128,212 | $2,265 萬 | 1.3% | −3,241−2.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 523,588 | $2,154 萬 | 1.3% | +75,951+17.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 243,390 | $2,044 萬 | 1.2% | −5,581−2.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 215,276 | $1,910 萬 | 1.1% | −720−0.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 449,664 | $1,887 萬 | 1.1% | +26,797+6.3% | 加碼 | – |
| MAMastercard Inc | Stock | 53,147 | $1,848 萬 | 1.1% | +329+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 166,069 | $1,823 萬 | 1.1% | −431−0.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 68,176 | $1,797 萬 | 1.1% | −1,568−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 54,488 | $1,721 萬 | 1.0% | −1,020−1.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 53,140 | $1,641 萬 | 1.0% | +784+1.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 149,277 | $1,506 萬 | 0.9% | +938+0.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 27,095 | $1,492 萬 | 0.9% | −713−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 97,222 | $1,379 萬 | 0.8% | −6,464−6.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 152,062 | $1,321 萬 | 0.8% | −5,496−3.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,214 | $1,304 萬 | 0.8% | −1,332−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 63,797 | $1,271 萬 | 0.8% | −448−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 143,540 | $1,266 萬 | 0.8% | −4,780−3.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 224,336 | $1,222 萬 | 0.7% | +92,491+70.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 103,836 | $1,215 萬 | 0.7% | −19,588−15.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 142,774 | $1,194 萬 | 0.7% | +1,011+0.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 156,136 | $1,174 萬 | 0.7% | −68,421−30.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 62,655 | $1,132 萬 | 0.7% | −342−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 101,920 | $1,124 萬 | 0.7% | +5,350+5.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 15,802 | $1,120 萬 | 0.7% | −1,027−6.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 41,121 | $1,097 萬 | 0.7% | +670+1.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 126,172 | $1,051 萬 | 0.6% | −3,310−2.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 29,526 | $1,014 萬 | 0.6% | −889−2.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 64,267 | $974.0 萬 | 0.6% | +4,468+7.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 18,889 | $969.0 萬 | 0.6% | +405+2.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 21,017 | $959.4 萬 | 0.6% | −256−1.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 45,487 | $945.0 萬 | 0.6% | +1,899+4.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 194,769 | $927.9 萬 | 0.6% | −832−0.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 63,251 | $926.9 萬 | 0.6% | −324−0.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 60,488 | $893.7 萬 | 0.5% | −2,636−4.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 123,511 | $888.7 萬 | 0.5% | −4,477−3.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 40,519 | $858.4 萬 | 0.5% | +955+2.4% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 34,416 | $853.9 萬 | 0.5% | −96−0.3% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 119,505 | $839.5 萬 | 0.5% | −4,653−3.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 105,055 | $836.2 萬 | 0.5% | −5,131−4.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 59,793 | $834.4 萬 | 0.5% | −3,712−5.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 24,392 | $820.9 萬 | 0.5% | −1,668−6.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 48,903 | $790.3 萬 | 0.5% | +8,300+20.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 103,383 | $767.0 萬 | 0.5% | −3,214−3.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 81,074 | $755.5 萬 | 0.4% | −5,204−6.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,711 | $726.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 29,341 | $717.4 萬 | 0.4% | −959−3.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 140,906 | $706.4 萬 | 0.4% | +5,509+4.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 33,445 | $704.1 萬 | 0.4% | −768−2.2% | 減碼 | – |
| CVXChevron Corp | Stock | 39,176 | $703.2 萬 | 0.4% | −1,317−3.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 81,053 | $662.5 萬 | 0.4% | +1,461+1.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 41,803 | $655.8 萬 | 0.4% | −1,862−4.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 29,741 | $637.3 萬 | 0.4% | −1,397−4.5% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 26,785 | $630.7 萬 | 0.4% | −778−2.8% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 47,041 | $607.6 萬 | 0.4% | +11,955+34.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 80,833 | $602.1 萬 | 0.4% | −4,771−5.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 45,125 | $598.3 萬 | 0.4% | −4,761−9.5% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 89,477 | $596.4 萬 | 0.4% | −3,222−3.5% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 89,582 | $575.6 萬 | 0.3% | −1,171−1.3% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 145,951 | $568.9 萬 | 0.3% | +3,480+2.4% | 加碼 | – |
| DEDeere & Co | Stock | 13,105 | $561.9 萬 | 0.3% | −336−2.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 142,254 | $560.5 萬 | 0.3% | −2,866−2.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 98,262 | $559.6 萬 | 0.3% | −2,418−2.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 50,063 | $555.5 萬 | 0.3% | +1,990+4.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 26,698 | $552.8 萬 | 0.3% | −23−0.1% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 21,715 | $535.1 萬 | 0.3% | −416−1.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 83,897 | $533.7 萬 | 0.3% | +2,322+2.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 44,976 | $530.7 萬 | 0.3% | +552+1.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,144 | $524.4 萬 | 0.3% | −1,754−4.0% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 72,908 | $514.0 萬 | 0.3% | +1,967+2.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,097 | $508.5 萬 | 0.3% | −5,655−22.8% | 減碼 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 207,246 | $506.1 萬 | 0.3% | −29,810−12.6% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 16,406 | $505.7 萬 | 0.3% | −1,604−8.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 206,828 | $503.0 萬 | 0.3% | −11,223−5.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 111,784 | $491.3 萬 | 0.3% | +2,957+2.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 210,241 | $490.9 萬 | 0.3% | −8,903−4.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 95,429 | $489.0 萬 | 0.3% | −5,998−5.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 206,578 | $482.8 萬 | 0.3% | −15,972−7.2% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 139,014 | $475.4 萬 | 0.3% | −3,811−2.7% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 60,566 | $470.5 萬 | 0.3% | −570−0.9% | 減碼 | – |
| TFCTruist Financial Corp | COM | 109,047 | $469.2 萬 | 0.3% | −2,233−2.0% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 25,790 | $459.6 萬 | 0.3% | −846−3.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 19,488 | $451.6 萬 | 0.3% | −568−2.8% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 182,458 | $443.2 萬 | 0.3% | −8,570−4.5% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 131,503 | $440.3 萬 | 0.3% | −3,206−2.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 36,343 | $437.3 萬 | 0.3% | −20,143−35.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 18,282 | $436.7 萬 | 0.3% | −1,377−7.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 50,500 | $416.5 萬 | 0.2% | +555+1.1% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 164,718 | $412.3 萬 | 0.2% | −32,095−16.3% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 62,322 | $409.1 萬 | 0.2% | −2,978−4.6% | 減碼 | – |
2022 年第 3 季之後清倉（99 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 136,585 | $558.5 萬 | 0.4% | 歷史 |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 146,439 | $366.5 萬 | 0.2% | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 25,230 | $65.3 萬 | <0.1% | – |
| CTXSCitrix Systems Inc | COM | 3,363 | $34.9 萬 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 6,000 | $15.5 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | CL B | 448 | $13.0 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 2,371 | $10.3 萬 | <0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 509 | $6.10 萬 | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 621 | $6.00 萬 | <0.1% | – |
| TMHCTaylor Morrison Home Corp | COM | 2,500 | $5.80 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J775 | BLOO PRI PWR ETF | 901 | $5.40 萬 | <0.1% | – |
| APAMArtisan Partners Asset Management Inc. | CL A | 1,500 | $4.00 萬 | <0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 380 | $3.50 萬 | <0.1% | – |
| XRAYDentsply Sirona Inc. | Stock | 1,185 | $3.40 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 300 | $3.30 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 195 | $3.30 萬 | <0.1% | – |
| TRGPTarga Resources Corp. | COM | 460 | $2.80 萬 | <0.1% | 歷史 |
| IVZInvesco Ltd. | Stock | 2,000 | $2.70 萬 | <0.1% | 歷史 |
| APPNAppian Corp | CL A | 652 | $2.60 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 2,224 | $2.30 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 161 | $1.50 萬 | <0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 236 | $1.50 萬 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 300 | $1.50 萬 | <0.1% | – |
| CVETCovetrus, Inc. | COM | 700 | $1.50 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 307 | $1.40 萬 | <0.1% | 歷史 |
| Rada Electr Inds LtdM81863124 | COM PAR NEW | 1,500 | $1.40 萬 | <0.1% | – |
| BLBlackline, Inc. | COM | 225 | $1.30 萬 | <0.1% | 歷史 |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 2,335 | $1.30 萬 | <0.1% | 歷史 |
| PIIPolaris Inc. | Stock | 130 | $1.20 萬 | <0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 100 | $1.20 萬 | <0.1% | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 400 | $1.20 萬 | <0.1% | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 600 | $1.20 萬 | <0.1% | 歷史 |
| IQiQIYI, Inc. | SPONSORED ADS | 4,000 | $1.10 萬 | <0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 210 | $1.00 萬 | <0.1% | – |
| DHFBNY Mellon High Yield Strategies Fund | SH BEN INT | 4,927 | $1.00 萬 | <0.1% | 歷史 |
| ABMDAbiomed Inc | COM | 40 | $1.00 萬 | <0.1% | 歷史 |
| SHCRSharecare, Inc. | COM CL A | 5,000 | $1.00 萬 | <0.1% | 歷史 |
| SDGRSchrodinger, Inc. | COM | 380 | $9,000 | <0.1% | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 4,500 | $8,000 | <0.1% | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 500 | $8,000 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 125 | $7,000 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 198 | $7,000 | <0.1% | – |
| VMIValmont Industries Inc | COM | 25 | $7,000 | <0.1% | 歷史 |
| iShares Tr46429B366 | CMBS ETF | 154 | $7,000 | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 130 | $7,000 | <0.1% | – |
| FRGFranchise Group, Inc. | COM | 300 | $7,000 | <0.1% | 歷史 |
| TREXTrex Co Inc | COM | 144 | $6,000 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 100 | $6,000 | <0.1% | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 166 | $5,000 | <0.1% | – |
| LOBLive Oak Bancshares, Inc. | COM | 151 | $5,000 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 101 | $5,000 | <0.1% | 歷史 |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 462 | $5,000 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 28 | $5,000 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 37 | $4,000 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 50 | $4,000 | <0.1% | 歷史 |
| NRGVEnergy Vault Holdings, Inc. | COM | 755 | $4,000 | <0.1% | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 100 | $4,000 | <0.1% | 歷史 |
| CVRChicago Rivet & Machine Co | COM | 163 | $4,000 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 50 | $4,000 | <0.1% | 歷史 |
| iShares Inc464286145 | MSCI FRONTIER | 180 | $4,000 | <0.1% | – |
| NKLANikola Corp | COM | 1,000 | $4,000 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 79 | $4,000 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 65 | $3,000 | <0.1% | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 810 | $3,000 | <0.1% | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 503 | $3,000 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 80 | $3,000 | <0.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 258 | $3,000 | <0.1% | 歷史 |
| ACMAecom | COM | 41 | $3,000 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 13 | $3,000 | <0.1% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 100 | $3,000 | <0.1% | 歷史 |
| LEGHLegacy Housing Corp | COM | 150 | $3,000 | <0.1% | 歷史 |
| RCKYRocky Brands, Inc. | COM | 161 | $3,000 | <0.1% | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 50 | $3,000 | <0.1% | 歷史 |
| BOCBoston Omaha Corp | Stock | 100 | $2,000 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 13 | $2,000 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 225 | $2,000 | <0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 6 | $2,000 | <0.1% | 歷史 |
| MGNIMagnite, Inc. | COM | 324 | $2,000 | <0.1% | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 81 | $2,000 | <0.1% | – |
| RRXRegal Rexnord Corp | COM | 16 | $2,000 | <0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 74 | $2,000 | <0.1% | – |
| iShares Tr464288117 | INTL TREA BD ETF | 54 | $2,000 | <0.1% | – |
| BYRNByrna Technologies Inc. | COM NEW | 500 | $2,000 | <0.1% | 歷史 |
| PDPagerDuty, Inc. | COM | 100 | $2,000 | <0.1% | 歷史 |
| MYSZMy Size, Inc. | COM NEW | 8,111 | $2,000 | <0.1% | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 400 | $2,000 | <0.1% | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 29 | $1,000 | <0.1% | 歷史 |
| DBX ETF Tr233051630 | XTRACK MSCI EAFE | 80 | $1,000 | <0.1% | – |
| RHIRobert Half Inc. | COM | 9 | $1,000 | <0.1% | 歷史 |
| STLAStellantis N.V. | SHS | 75 | $1,000 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 25 | $1,000 | <0.1% | – |
| UPWKUpwork, Inc | COM | 100 | $1,000 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 33 | $1,000 | <0.1% | 歷史 |
| FSLYFastly, Inc. | CL A | 100 | $1,000 | <0.1% | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 70 | $1,000 | <0.1% | 歷史 |
| CPAYCorpay, Inc. | COM | 3 | $1,000 | <0.1% | 歷史 |
| Pine Is Acquisition Corp722615101 | CL A | 100 | $1,000 | <0.1% | – |
| ZENZendesk, Inc. | COM | 13 | $1,000 | <0.1% | 歷史 |
| Kraneshares Tr500767561 | EUROPEAN CARBON | 30 | $1,000 | <0.1% | – |