Riverview Trust Co
- SEC CIK
- 0001593600
- 最新申報
- 2026/7/31
2023 年第 2 季持倉
持倉截至 2023/6/30,2023/7/18 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 676
- 較 2023 年第 1 季 −28
- 總值
- $1.10 億
- 較 2023 年第 1 季 +$153.7 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HHyatt Hotels Corp | COM CL A | 170 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 328 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200 | $1.95 萬 | <0.1% | −134−40.1% | 減碼 | – |
| IONSIonis Pharmaceuticals Inc | COM | 476 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 2,021 | $1.97 萬 | <0.1% | +2,021 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 302 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 417 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 43 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 117 | $1.99 萬 | <0.1% | −173−59.7% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 52 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RPDRapid7, Inc. | COM | 442 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCLOmnicell, Inc. | COM | 272 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 268 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 217 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 179 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 971 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 123 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 1,014 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 207 | $2.04 萬 | <0.1% | +207 | 新進 | 歷史 |
| RSReliance, Inc. | COM | 75 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPGPIpg Photonics Corp | COM | 150 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPTMedical Properties Trust Inc | COM | 2,206 | $2.04 萬 | <0.1% | +2,206 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 137 | $2.04 萬 | <0.1% | +137 | 新進 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 103 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 197 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 184 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZGZillow Group, Inc. | CL A | 419 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 115 | $2.07 萬 | <0.1% | −148−56.3% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 111 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FORMFormfactor Inc | COM | 607 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 218 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 419 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 64 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPROOpen Lending Corp | COM | 2,012 | $2.11 萬 | <0.1% | +2,012 | 新進 | 歷史 |
| FIVNFive9, Inc. | COM | 257 | $2.12 萬 | <0.1% | +257 | 新進 | 歷史 |
| LIILennox International Inc | COM | 65 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 165 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 182 | $2.13 萬 | <0.1% | +182 | 新進 | 歷史 |
| ICHRIchor Holdings, Ltd. | SHS | 574 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 165 | $2.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VSHVishay Intertechnology Inc | COM | 734 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCCWesco International Inc | COM | 121 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PVHPVH Corp. | COM | 257 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 1,301 | $2.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONSonoco Products Co | COM | 374 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MROMarathon Oil Corp | COM | 960 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 182 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 137 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FIVEFive Below, Inc | COM | 113 | $2.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LEN.BLennar Corp | CL B | 197 | $2.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 300 | $2.25 萬 | <0.1% | 00.0% | 不變 | – |
| ALGTAllegiant Travel CO | COM | 179 | $2.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DINOHF Sinclair Corp | COM | 508 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 181 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAXBaxter International Inc | Stock | 500 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 43 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VNTVontier Corp | Stock | 721 | $2.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MZTIMarzetti Co | COM | 116 | $2.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 98 | $2.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 105 | $2.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 307 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PACWPacwest Bancorp | COM | 2,917 | $2.38 萬 | <0.1% | +2,381+444.2% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 1,935 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRDMIridium Communications Inc. | COM | 388 | $2.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 185 | $2.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 365 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 71 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,128 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 113 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 366 | $2.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 68 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 122 | $2.51 萬 | <0.1% | 00.0% | 不變 | – |
| MRNAModerna, Inc. | Stock | 207 | $2.52 萬 | <0.1% | +46+28.6% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 131 | $2.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 436 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTCPTC Inc. | Stock | 181 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 228 | $2.58 萬 | <0.1% | −110−32.5% | 減碼 | 歷史 |
| WWayfair Inc. | CL A | 400 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 448 | $2.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 92 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WUWestern Union CO | Stock | 2,262 | $2.65 萬 | <0.1% | +1,237+120.7% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 274 | $2.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 57 | $2.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBLJabil Inc | Stock | 250 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 405 | $2.70 萬 | <0.1% | −62−13.3% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 595 | $2.71 萬 | <0.1% | 00.0% | 不變 | – |
| LSCCLattice Semiconductor Corp | COM | 282 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 140 | $2.72 萬 | <0.1% | +140 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 180 | $2.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 314 | $2.77 萬 | <0.1% | +164+109.3% | 加碼 | 歷史 |
| IDCCInterDigital, Inc. | COM | 288 | $2.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,821 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 68 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HTLDHeartland Express Inc | COM | 1,706 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 294 | $2.81 萬 | <0.1% | 00.0% | 不變 | – |
| LULUlululemon athletica inc. | Stock | 75 | $2.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 159 | $2.85 萬 | <0.1% | −62−28.1% | 減碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 260 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 400 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| RDFNRedfin Corp | COM | 2,356 | $2.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉(98 檔)
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPTCamden Property Trust | REIT | 1,608 | $16.9 萬 | 0.2% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 225 | $5.55 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 225 | $5.13 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 500 | $4.22 萬 | <0.1% | 歷史 |
| OSHOak Street Health, Inc. | COM | 767 | $2.97 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 332 | $2.28 萬 | <0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 235 | $2.22 萬 | <0.1% | 歷史 |
| INCYIncyte Corp | COM | 297 | $2.15 萬 | <0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 547 | $2.09 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 66 | $2.01 萬 | <0.1% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 487 | $1.95 萬 | <0.1% | 歷史 |
| SAFESafehold Inc. | COM | 613 | $1.83 萬 | <0.1% | 歷史 |
| BRMKBroadmark Realty Capital Inc. | COM | 3,442 | $1.62 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 137 | $1.60 萬 | <0.1% | 歷史 |
| NOVNOV Inc. | COM | 860 | $1.59 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 220 | $1.59 萬 | <0.1% | – |
| HLFHerbalife Ltd. | COM SHS | 984 | $1.58 萬 | <0.1% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 457 | $1.56 萬 | <0.1% | 歷史 |
| STAAStaar Surgical Co | COM PAR $0.01 | 243 | $1.55 萬 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 89 | $1.52 萬 | <0.1% | 歷史 |
| GAPGap Inc | COM | 1,505 | $1.51 萬 | <0.1% | 歷史 |
| PCTYPaylocity Holding Corp | COM | 75 | $1.49 萬 | <0.1% | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 409 | $1.46 萬 | <0.1% | 歷史 |
| MLKNMillerknoll, Inc. | COM | 706 | $1.44 萬 | <0.1% | 歷史 |
| SBACSba Communications Corp | CL A | 55 | $1.44 萬 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 194 | $1.43 萬 | <0.1% | 歷史 |
| FATEFate Therapeutics Inc | COM | 2,497 | $1.42 萬 | <0.1% | 歷史 |
| MXLMaxlinear, Inc | COM | 404 | $1.42 萬 | <0.1% | 歷史 |
| SPTSprout Social, Inc. | COM CL A | 233 | $1.42 萬 | <0.1% | 歷史 |
| ESEversource Energy | Stock | 181 | $1.42 萬 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 869 | $1.41 萬 | <0.1% | 歷史 |
| AZTAAzenta, Inc. | COM | 316 | $1.41 萬 | <0.1% | 歷史 |
| EXRExtra Space Storage Inc. | COM | 86 | $1.40 萬 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 694 | $1.40 萬 | <0.1% | 歷史 |
| TRIPTripAdvisor, Inc. | COM | 692 | $1.37 萬 | <0.1% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 338 | $1.37 萬 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 2,115 | $1.37 萬 | <0.1% | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 345 | $1.36 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 201 | $1.35 萬 | <0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 143 | $1.33 萬 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 19 | $1.33 萬 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 99 | $1.32 萬 | <0.1% | 歷史 |
| UGIUgi Corp | Stock | 379 | $1.32 萬 | <0.1% | 歷史 |
| STEPStepStone Group Inc. | COM CL A | 541 | $1.31 萬 | <0.1% | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 280 | $1.31 萬 | <0.1% | – |
| WOLFWolfspeed, Inc. | Stock | 202 | $1.31 萬 | <0.1% | 歷史 |
| JBGSJBG Smith Properties | COM | 871 | $1.31 萬 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 114 | $1.31 萬 | <0.1% | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 1,182 | $1.30 萬 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 758 | $1.30 萬 | <0.1% | 歷史 |
| CNSCohen & Steers, Inc. | COM | 203 | $1.30 萬 | <0.1% | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 347 | $1.29 萬 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 658 | $1.29 萬 | <0.1% | 歷史 |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 2,357 | $1.28 萬 | <0.1% | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 442 | $1.26 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 103 | $1.25 萬 | <0.1% | 歷史 |
| GNTYGuaranty Bancshares Inc | COM | 444 | $1.24 萬 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 134 | $1.23 萬 | <0.1% | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 485 | $1.23 萬 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 472 | $1.22 萬 | <0.1% | 歷史 |
| CLVTClarivate PLC | ORD SHS | 1,300 | $1.22 萬 | <0.1% | 歷史 |
| TFSLTFS Financial CORP | COM | 965 | $1.22 萬 | <0.1% | 歷史 |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 983 | $1.21 萬 | <0.1% | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 483 | $1.19 萬 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 1,056 | $1.18 萬 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 299 | $1.18 萬 | <0.1% | 歷史 |
| CUZCousins Properties Inc | COM NEW | 551 | $1.18 萬 | <0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 88 | $1.16 萬 | <0.1% | 歷史 |
| HELEHelen of Troy Ltd | Stock | 122 | $1.16 萬 | <0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 656 | $1.16 萬 | <0.1% | 歷史 |
| MORNMorningstar, Inc. | COM | 57 | $1.16 萬 | <0.1% | 歷史 |
| SYFSynchrony Financial | COM | 397 | $1.15 萬 | <0.1% | 歷史 |
| HIWHighwoods Properties, Inc. | COM | 496 | $1.15 萬 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 108 | $1.14 萬 | <0.1% | 歷史 |
| VLYValley National Bancorp | COM | 1,207 | $1.12 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 51 | $1.10 萬 | <0.1% | – |
| CFCF Industries Holdings, Inc. | COM | 151 | $1.09 萬 | <0.1% | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 143 | $1.09 萬 | <0.1% | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 185 | $1.08 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 83 | $1.08 萬 | <0.1% | 歷史 |
| FVCBFVCBankcorp, Inc. | COM | 1,012 | $1.08 萬 | <0.1% | 歷史 |
| SFSTSouthern First Bancshares Inc | COM | 343 | $1.05 萬 | <0.1% | 歷史 |
| GHGuardant Health, Inc. | COM | 443 | $1.04 萬 | <0.1% | 歷史 |
| AEVAAeva Technologies, Inc. | COM | 8,693 | $1.03 萬 | <0.1% | 歷史 |
| UNITUniti Group Inc. | COM | 2,728 | $9,684 | <0.1% | 歷史 |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 541 | $9,657 | <0.1% | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 7,046 | $9,371 | <0.1% | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 147 | $8,820 | <0.1% | 歷史 |
| CUBICustomers Bancorp, Inc. | COM | 468 | $8,667 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 249 | $4,718 | <0.1% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 107 | $4,297 | <0.1% | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 90 | $3,548 | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 82 | $3,360 | <0.1% | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74 | $3,320 | <0.1% | – |
| First Rep BK San Francisco C33616C100 | COM | 160 | $2,238 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7 | $1,111 | <0.1% | – |
| SIVBSVB Financial Group | COM | 129 | $117 | <0.1% | 歷史 |
| ONLOrion Properties Inc. | REIT | 14 | $94 | <0.1% | 歷史 |