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 |
|---|---|---|---|---|---|---|---|
| HCAHCA Healthcare, Inc. | COM | 174 | $5.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 160 | $5.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 1,057 | $5.25 萬 | <0.1% | −1,000−48.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 2,220 | $5.24 萬 | <0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 1,124 | $5.17 萬 | <0.1% | +833+286.3% | 加碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 622 | $5.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 411 | $5.04 萬 | <0.1% | −51−11.0% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 1,390 | $5.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 255 | $5.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 346 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 949 | $4.91 萬 | <0.1% | −597−38.6% | 減碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 292 | $4.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 2,312 | $4.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 335 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 618 | $4.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 242 | $4.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 222 | $4.61 萬 | <0.1% | +72+48.0% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 51 | $4.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FMCFMC Corp | COM NEW | 431 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 98 | $4.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DASHDoorDash, Inc. | Stock | 584 | $4.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 278 | $4.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATRAptargroup, Inc. | Stock | 375 | $4.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 197 | $4.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 555 | $4.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 105 | $4.21 萬 | <0.1% | +65+162.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 220 | $4.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 126 | $4.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 83 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 163 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 109 | $4.03 萬 | <0.1% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 461 | $4.02 萬 | <0.1% | 00.0% | 不變 | – |
| GWWW.W. Grainger, Inc. | Stock | 51 | $4.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 707 | $4.01 萬 | <0.1% | −1,025−59.2% | 減碼 | 歷史 |
| RLIRli Corp | COM | 293 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 340 | $3.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 550 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 88 | $3.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 175 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 91 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 207 | $3.88 萬 | <0.1% | −69−25.0% | 減碼 | – |
| EBAYeBay Inc | COM | 865 | $3.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DCIDonaldson Co Inc | Stock | 616 | $3.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 30 | $3.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 170 | $3.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 1,061 | $3.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 338 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AIRSAirsculpt Technologies, Inc. | COM | 4,269 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGMAllegro Microsystems, Inc. | COM | 808 | $3.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 735 | $3.62 萬 | <0.1% | −46−5.9% | 減碼 | – |
| WINGWingstop Inc. | COM | 180 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 187 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 1,390 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 80 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 238 | $3.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 344 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 1,046 | $3.51 萬 | <0.1% | +461+78.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 36 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 194 | $3.41 萬 | <0.1% | +95+96.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 367 | $3.41 萬 | <0.1% | +137+59.6% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 609 | $3.33 萬 | <0.1% | −1,064−63.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 282 | $3.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 198 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 13 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 293 | $3.23 萬 | <0.1% | −169−36.6% | 減碼 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 492 | $3.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 360 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 338 | $3.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLIPeople Inc | COM NEW | 505 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HESHess Corp | Stock | 233 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 401 | $3.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 197 | $3.07 萬 | <0.1% | −78−28.4% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 142 | $3.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 396 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCRAmcor plc | ORD | 2,993 | $2.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 297 | $2.96 萬 | <0.1% | 00.0% | 不變 | – |
| RDFNRedfin Corp | COM | 2,356 | $2.93 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 | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 260 | $2.90 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 |
| LULUlululemon athletica inc. | Stock | 75 | $2.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 294 | $2.81 萬 | <0.1% | 00.0% | 不變 | – |
| HTLDHeartland Express Inc | COM | 1,706 | $2.80 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 |
| PLTRPalantir Technologies Inc. | Stock | 1,821 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IDCCInterDigital, Inc. | COM | 288 | $2.78 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 |
| LNGCheniere Energy, Inc. | COM NEW | 180 | $2.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 140 | $2.72 萬 | <0.1% | +140 | 新進 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 282 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 595 | $2.71 萬 | <0.1% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 405 | $2.70 萬 | <0.1% | −62−13.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 250 | $2.70 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 |
| ETREntergy Corp | COM | 274 | $2.67 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 |
| SWAVShockwave Medical, Inc. | COM | 92 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 448 | $2.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WWayfair Inc. | CL A | 400 | $2.60 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 |
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 |