Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- 最新申報
- 2025/2/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 117
- 較 2024 年第 1 季 −125
- 總值
- $5.45 億
- 較 2024 年第 1 季 −$5.95 億 (−52.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1,067,722 | $4,847 萬 | 8.9% | +54,678+5.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 572,813 | $3,335 萬 | 6.1% | +31,846+5.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 407,600 | $3,266 萬 | 6.0% | −27,031−6.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 430,299 | $2,754 萬 | 5.0% | +16,522+4.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 212,760 | $2,628 萬 | 4.8% | −8,600−3.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 258,044 | $2,167 萬 | 4.0% | −14,263−5.2% | 減碼 | – |
| Angel Oak Funds Trust03463K760 | INCOME ETF | 962,120 | $1,982 萬 | 3.6% | +962,120 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 255,035 | $1,971 萬 | 3.6% | +10,277+4.2% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 294,822 | $1,623 萬 | 3.0% | +23,334+8.6% | 加碼 | – |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 307,413 | $1,522 萬 | 2.8% | +307,413 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 29,831 | $1,504 萬 | 2.8% | −371−1.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 288,773 | $1,407 萬 | 2.6% | −131,524−31.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 55,182 | $1,186 萬 | 2.2% | +90.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,911 | $1,111 萬 | 2.0% | +930+1.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 92,113 | $1,035 萬 | 1.9% | +10,732+13.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 12,839 | $1,011 萬 | 1.9% | +2,800+27.9% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 47,699 | $940.2 萬 | 1.7% | +3,581+8.1% | 加碼 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 161,138 | $929.4 萬 | 1.7% | +11,404+7.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 167,329 | $858.4 萬 | 1.6% | +7,544+4.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 66,025 | $817.4 萬 | 1.5% | +2,523+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,808 | $779.7 萬 | 1.4% | −1,424−3.2% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 292,949 | $767.2 萬 | 1.4% | −75,654−20.5% | 減碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 160,636 | $755.0 萬 | 1.4% | +160,636 | 新進 | – |
| ACNAccenture plc | Stock | 24,226 | $735.0 萬 | 1.3% | +3,035+14.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 151,481 | $719.7 萬 | 1.3% | +7,739+5.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 14,369 | $633.9 萬 | 1.2% | +225+1.6% | 加碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 439,690 | $617.8 萬 | 1.1% | +20,245+4.8% | 加碼 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 72,162 | $606.6 萬 | 1.1% | −2,631−3.5% | 減碼 | – |
| VVisa Inc. | Stock | 23,088 | $606.0 萬 | 1.1% | +165+0.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 85,293 | $604.0 萬 | 1.1% | −9,109−9.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 81,403 | $591.3 萬 | 1.1% | +81,403 | 新進 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 102,621 | $584.4 萬 | 1.1% | +102,621 | 新進 | – |
| DOXAmdocs Ltd | SHS | 73,640 | $581.2 萬 | 1.1% | +73,640 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,958 | $553.2 萬 | 1.0% | +9,423+1,761.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 91,833 | $520.5 萬 | 1.0% | +19,449+26.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,260 | $447.1 萬 | 0.8% | +6+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,431 | $338.1 萬 | 0.6% | −3,633−16.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,375 | $292.5 萬 | 0.5% | −81−1.5% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 34,207 | $283.3 萬 | 0.5% | +3,261+10.5% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 20,150 | $281.5 萬 | 0.5% | +1,055+5.5% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10,925 | $281.1 萬 | 0.5% | +246+2.3% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 52,712 | $274.4 萬 | 0.5% | −726−1.4% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 10,467 | $269.1 萬 | 0.5% | −248−2.3% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 33,706 | $265.4 萬 | 0.5% | +862+2.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 8,459 | $265.2 萬 | 0.5% | +7,594+877.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,363 | $264.6 萬 | 0.5% | +18+0.5% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 97,539 | $257.2 萬 | 0.5% | +4,583+4.9% | 加碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 16,094 | $242.4 萬 | 0.4% | −6,639−29.2% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 46,667 | $233.1 萬 | 0.4% | +4,821+11.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 10,052 | $220.7 萬 | 0.4% | +97+1.0% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 5,891 | $189.4 萬 | 0.3% | −358−5.7% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 16,311 | $177.7 萬 | 0.3% | +3,878+31.2% | 加碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 60,636 | $169.6 萬 | 0.3% | +13,301+28.1% | 加碼 | 歷史 |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 40,085 | $169.4 萬 | 0.3% | +1,850+4.8% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 46,938 | $160.2 萬 | 0.3% | −704−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,712 | $134.8 萬 | 0.2% | +1,087+10.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 947 | $96.9 萬 | 0.2% | +111+13.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,932 | $90.5 萬 | 0.2% | +1,641+19.8% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,265 | $86.8 萬 | 0.2% | +74+3.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,742 | $83.5 萬 | 0.2% | +765+12.8% | 加碼 | 歷史 |
| Innovator Equity Defined Protection ETF - 2 Yr to January 202845783Y418 | ETF | 32,429 | $82.0 萬 | 0.2% | −1,149−3.4% | 減碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 32,299 | $80.0 萬 | 0.1% | +14,007+76.6% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 32,327 | $76.7 萬 | 0.1% | +14,396+80.3% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 35,332 | $75.1 萬 | 0.1% | +14,309+68.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,237 | $71.3 萬 | 0.1% | +37+3.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 435 | $69.8 萬 | 0.1% | −13−2.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 28,501 | $67.9 萬 | 0.1% | +13,717+92.8% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 26,760 | $66.5 萬 | 0.1% | +13,357+99.7% | 加碼 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 9,207 | $65.4 萬 | 0.1% | +134+1.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 31,417 | $63.7 萬 | 0.1% | +14,987+91.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,047 | $60.3 萬 | 0.1% | −1,715−36.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 29,380 | $56.1 萬 | 0.1% | +788+2.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 826 | $55.7 萬 | 0.1% | +335+68.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 22,579 | $55.5 萬 | 0.1% | +12,075+115.0% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,396 | $55.1 萬 | 0.1% | −145−1.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,021 | $52.0 萬 | 0.1% | −19,543−95.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,040 | $51.2 萬 | 0.1% | +1,245+21.5% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,217 | $51.0 萬 | 0.1% | +652+14.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,825 | $48.4 萬 | 0.1% | +130+4.8% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 11,805 | $46.9 萬 | 0.1% | −245,602−95.4% | 減碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 6,344 | $46.8 萬 | 0.1% | −2,152−25.3% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,193 | $46.4 萬 | 0.1% | +462+5.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,622 | $46.1 萬 | 0.1% | −90−2.4% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,165 | $45.6 萬 | 0.1% | −9−0.8% | 減碼 | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,231 | $43.6 萬 | 0.1% | +5,319+77.0% | 加碼 | – |
| SLViShares Silver Trust | ETF | 15,036 | $40.0 萬 | 0.1% | +164+1.1% | 加碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 6,381 | $39.1 萬 | 0.1% | +17+0.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 2,738 | $38.7 萬 | 0.1% | −33−1.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,860 | $38.3 萬 | 0.1% | +755+18.4% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,952 | $37.9 萬 | 0.1% | −542−9.9% | 減碼 | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 17,647 | $37.3 萬 | 0.1% | +61+0.3% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 11,236 | $36.6 萬 | 0.1% | −335−2.9% | 減碼 | – |
| PSNParsons Corp | COM | 4,397 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,299 | $33.5 萬 | 0.1% | −44−1.9% | 減碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 7,457 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,173 | $31.9 萬 | 0.1% | +157+5.2% | 加碼 | – |
| ProShares Tr74349Y100 | ETHER STRATEGY E | 4,343 | $30.6 萬 | 0.1% | +4,343 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 8,147 | $30.2 萬 | 0.1% | +450+5.8% | 加碼 | – |
| WRKWestRock Co | COM | 6,000 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,037 | $29.0 萬 | 0.1% | +734+11.6% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（136 檔）
2024 年第 1 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 136 檔。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 580,715 | $6,679 萬 | 5.9% | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 993,038 | $4,499 萬 | 3.9% | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 1,031,530 | $3,521 萬 | 3.1% | – |
| AAPLApple Inc. | Stock | 206,904 | $3,518 萬 | 3.1% | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 360,178 | $2,286 萬 | 2.0% | – |
| MSFTMicrosoft Corp | Stock | 52,473 | $2,228 萬 | 2.0% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 180,250 | $1,972 萬 | 1.7% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 135,485 | $1,633 萬 | 1.4% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 313,577 | $1,498 萬 | 1.3% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 181,058 | $1,473 萬 | 1.3% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 26,501 | $1,179 萬 | 1.0% | – |
| AMZNAmazon Com Inc | Stock | 60,483 | $1,095 萬 | 1.0% | 歷史 |
| MCDMcDonalds Corp | Stock | 37,663 | $1,055 萬 | 0.9% | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 41,743 | $1,055 萬 | 0.9% | 歷史 |
| ADIAnalog Devices Inc | Stock | 53,222 | $1,046 萬 | 0.9% | 歷史 |
| RSGRepublic Services, Inc. | COM | 53,828 | $1,022 萬 | 0.9% | 歷史 |
| EMREmerson Electric Co | Stock | 83,939 | $953.0 萬 | 0.8% | 歷史 |
| PEPPepsiCo Inc | Stock | 52,563 | $909.2 萬 | 0.8% | 歷史 |
| WMTWalmart Inc. | Stock | 150,374 | $902.2 萬 | 0.8% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 49,045 | $899.2 萬 | 0.8% | 歷史 |
| HDHome Depot, Inc. | Stock | 24,003 | $883.4 萬 | 0.8% | 歷史 |
| CMICummins Inc | Stock | 29,642 | $873.0 萬 | 0.8% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 38,158 | $870.6 萬 | 0.8% | 歷史 |
| PGProcter & Gamble Co | Stock | 54,030 | $867.6 萬 | 0.8% | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 134,546 | $863.0 萬 | 0.8% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 79,436 | $851.7 萬 | 0.7% | – |
| JNJJohnson & Johnson | Stock | 51,988 | $820.3 萬 | 0.7% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 53,635 | $791.8 萬 | 0.7% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 31,632 | $776.0 萬 | 0.7% | 歷史 |
| HSYHershey Co | COM | 38,641 | $766.1 萬 | 0.7% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 36,436 | $742.9 萬 | 0.7% | 歷史 |
| UNPUnion Pacific Corp | Stock | 29,826 | $725.7 萬 | 0.6% | 歷史 |
| AMGNAmgen Inc | Stock | 25,605 | $724.7 萬 | 0.6% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 77,059 | $720.7 萬 | 0.6% | – |
| ROPRoper Technologies Inc | Stock | 12,957 | $717.3 萬 | 0.6% | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 119,461 | $675.8 萬 | 0.6% | – |
| IAUiShares Gold Trust | ETF | 153,586 | $652.1 萬 | 0.6% | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 139,621 | $632.6 萬 | 0.6% | – |
| EVREvercore Inc. | CLASS A | 33,113 | $626.7 萬 | 0.5% | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 88,432 | $621.5 萬 | 0.5% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 144,308 | $605.2 萬 | 0.5% | – |
| SOSouthern Co | Stock | 79,978 | $568.6 萬 | 0.5% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 104,003 | $523.6 萬 | 0.5% | – |
| CVXChevron Corp | Stock | 31,431 | $500.0 萬 | 0.4% | 歷史 |
| FTNTFortinet, Inc. | Stock | 67,321 | $456.6 萬 | 0.4% | 歷史 |
| LLYEli Lilly & Co | Stock | 5,607 | $426.4 萬 | 0.4% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,721 | $408.5 萬 | 0.4% | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 140,690 | $362.1 萬 | 0.3% | 歷史 |
| APHAmphenol Corp | CL A | 29,348 | $334.7 萬 | 0.3% | 歷史 |
| CTASCintas Corp | Stock | 4,504 | $306.5 萬 | 0.3% | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 110,427 | $281.6 萬 | 0.2% | – |
| TJXTJX Companies Inc | Stock | 27,760 | $276.8 萬 | 0.2% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4,010 | $268.1 萬 | 0.2% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,646 | $255.5 萬 | 0.2% | 歷史 |
| RMDResmed Inc | COM | 13,233 | $250.5 萬 | 0.2% | 歷史 |
| DTEDte Energy Co | COM | 22,163 | $245.4 萬 | 0.2% | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 54,414 | $244.6 萬 | 0.2% | – |
| PANWPalo Alto Networks Inc | Stock | 8,588 | $240.0 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 25,168 | $233.0 萬 | 0.2% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 38,737 | $225.6 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 24,340 | $222.8 萬 | 0.2% | 歷史 |
| BWABorgwarner Inc | COM | 56,121 | $196.6 萬 | 0.2% | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,958 | $191.0 萬 | 0.2% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 7,000 | $190.4 萬 | 0.2% | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 28,534 | $174.1 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 4,742 | $168.2 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,247 | $166.2 萬 | 0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,844 | $149.3 萬 | 0.1% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 24,694 | $143.7 萬 | 0.1% | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 28,055 | $138.6 萬 | 0.1% | – |
| AEPAmerican Electric Power Co Inc | Stock | 13,285 | $112.3 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 5,073 | $90.2 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 2,419 | $88.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,431 | $83.7 萬 | 0.1% | – |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 13,717 | $78.0 萬 | 0.1% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,889 | $77.8 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,438 | $75.1 萬 | 0.1% | – |
| FFord Motor Co | Stock | 48,726 | $64.8 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 3,073 | $64.1 萬 | 0.1% | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 27,818 | $62.9 萬 | 0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,629 | $62.7 萬 | 0.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,239 | $59.5 萬 | 0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,600 | $56.1 萬 | <0.1% | – |
| iShares Tr464288760 | US AER DEF ETF | 4,135 | $54.1 萬 | <0.1% | – |
| EQIXEquinix Inc | COM | 666 | $53.3 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 17,480 | $51.3 萬 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 4,926 | $49.5 萬 | <0.1% | – |
| HBANHuntington Bancshares Inc | COM | 36,013 | $49.4 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,883 | $48.9 萬 | <0.1% | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,734 | $48.1 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,584 | $48.0 萬 | <0.1% | – |
| RTXRTX Corp | Stock | 4,824 | $47.2 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,358 | $45.8 萬 | <0.1% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 2,328 | $42.7 萬 | <0.1% | – |
| ARMArm Holdings PLC | ADR | 3,221 | $40.9 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 3,158 | $40.3 萬 | <0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,282 | $40.0 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,230 | $38.7 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 1,114 | $37.7 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,821 | $37.0 萬 | <0.1% | – |