Bridgewater Advisors Inc.
- SEC CIK
- 0001600319
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/28 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 126
- 較 2022 年第 2 季 −98
- 總值
- $3.62 億
- 較 2022 年第 2 季 −$1.21 億 (−25.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 818,532 | $3,636 萬 | 10.1% | +11,752+1.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 188,392 | $2,604 萬 | 7.2% | +45,390+31.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 454,445 | $2,280 萬 | 6.3% | +6,055+1.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 391,599 | $1,970 萬 | 5.4% | −9,511−2.4% | 減碼 | – |
| HPQHP Inc | Stock | 674,476 | $1,681 萬 | 4.6% | +3,356+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 87,194 | $1,565 萬 | 4.3% | +6,906+8.6% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 121,550 | $1,477 萬 | 4.1% | +1,365+1.1% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 107,893 | $1,108 萬 | 3.1% | −2,791−2.5% | 減碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 61,266 | $964.1 萬 | 2.7% | +1,135+1.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,180 | $935.8 萬 | 2.6% | +17,736+79.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 258,201 | $764.5 萬 | 2.1% | +35,975+16.2% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 635,112 | $760.9 萬 | 2.1% | +4,779+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 57,818 | $653.3 萬 | 1.8% | +16,124+38.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 67,503 | $645.7 萬 | 1.8% | +24,023+55.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 263,563 | $505.0 萬 | 1.4% | +201,158+322.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 42,902 | $448.3 萬 | 1.2% | +5,470+14.6% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 172,061 | $382.7 萬 | 1.1% | +10,125+6.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 22,549 | $368.4 萬 | 1.0% | +6,075+36.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,111 | $366.4 萬 | 1.0% | +312+1.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 77,892 | $340.9 萬 | 0.9% | +10,574+15.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,917 | $338.1 萬 | 0.9% | +4,047+19.4% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 51,096 | $338.0 萬 | 0.9% | +51+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 21,386 | $330.8 萬 | 0.9% | −849−3.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,862 | $321.8 萬 | 0.9% | +4,675+14.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,022 | $321.0 萬 | 0.9% | +202+1.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 32,998 | $317.3 萬 | 0.9% | +5,458+19.8% | 加碼依 20 比 1 拆股換算 | 歷史 |
| FVCBFVCBankcorp, Inc. | COM | 164,713 | $315.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 31,649 | $298.5 萬 | 0.8% | +3,744+13.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 69,301 | $269.0 萬 | 0.7% | −4,000−5.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 13,258 | $258.3 萬 | 0.7% | +2,531+23.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 31,492 | $248.4 萬 | 0.7% | +929+3.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 19,349 | $244.3 萬 | 0.7% | +6,685+52.8% | 加碼 | 歷史 |
| Atlas CorpY0436Q109 | SHARES | 169,300 | $235.3 萬 | 0.7% | +90,000+113.5% | 加碼 | – |
| RVTYRevvity, Inc. | COM | 18,234 | $219.4 萬 | 0.6% | +444+2.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 38,829 | $217.5 萬 | 0.6% | +4,263+12.3% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 13,555 | $209.8 萬 | 0.6% | +3,307+32.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 100,112 | $204.6 萬 | 0.6% | +100,112 | 新進 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 43,531 | $202.5 萬 | 0.6% | +10,059+30.1% | 加碼 | – |
| FMCFMC Corp | COM NEW | 18,436 | $194.9 萬 | 0.5% | +16,455+830.6% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 12,118 | $189.5 萬 | 0.5% | +303+2.6% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 48,392 | $188.6 萬 | 0.5% | −450−0.9% | 減碼 | – |
| MLIMueller Industries Inc | COM | 31,688 | $188.4 萬 | 0.5% | −96−0.3% | 減碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 34,525 | $185.9 萬 | 0.5% | +422+1.2% | 加碼 | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 45,689 | $185.0 萬 | 0.5% | +2,098+4.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 19,269 | $183.8 萬 | 0.5% | +3,606+23.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 27,236 | $181.6 萬 | 0.5% | +302+1.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,759 | $179.2 萬 | 0.5% | +4,827+48.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,317 | $175.0 萬 | 0.5% | +6,447+46.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,082 | $170.4 萬 | 0.5% | +3,153+26.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 82,613 | $157.5 萬 | 0.4% | +51,156+162.6% | 加碼 | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 192,130 | $155.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 18,781 | $153.9 萬 | 0.4% | +5,363+40.0% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 12,659 | $148.6 萬 | 0.4% | +276+2.2% | 加碼 | 歷史 |
| DXCDXC Technology Co | Stock | 56,056 | $137.2 萬 | 0.4% | +1,965+3.6% | 加碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 21,798 | $134.2 萬 | 0.4% | +21,798 | 新進 | 歷史 |
| HWCHancock Whitney Corp | COM | 29,264 | $134.1 萬 | 0.4% | +29,264 | 新進 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 31,382 | $129.9 萬 | 0.4% | +130.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 33,725 | $128.1 萬 | 0.4% | +4,391+15.0% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 20,221 | $123.4 萬 | 0.3% | +1,310+6.9% | 加碼 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 31,880 | $119.4 萬 | 0.3% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 16,500 | $115.9 萬 | 0.3% | +3,308+25.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 38,280 | $115.6 萬 | 0.3% | +13,169+52.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,203 | $115.2 萬 | 0.3% | +5,984+58.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,768 | $113.4 萬 | 0.3% | +7,502+43.4% | 加碼 | – |
| iShares Tr46429B499 | MSCI NORWAY ETF | 54,355 | $113.1 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,384 | $110.9 萬 | 0.3% | +8,582+39.4% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,054 | $110.1 萬 | 0.3% | +16,054 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,955 | $108.9 萬 | 0.3% | +8,601+40.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 11,245 | $108.8 萬 | 0.3% | +4,515+67.1% | 加碼 | 歷史 |
| iShares Tr46429B523 | MSCI DENMARK ETF | 14,575 | $108.3 萬 | 0.3% | 00.0% | 不變 | – |
| CCKCrown Holdings, Inc. | COM | 13,287 | $107.7 萬 | 0.3% | +641+5.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,793 | $106.3 萬 | 0.3% | +2,633+25.9% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 16,916 | $101.1 萬 | 0.3% | +2,605+18.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 14,735 | $99.6 萬 | 0.3% | 00.0% | 不變 | – |
| BBYBest Buy Co Inc | Stock | 15,522 | $98.3 萬 | 0.3% | +601+4.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,418 | $97.4 萬 | 0.3% | +5,427+77.6% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 14,410 | $94.3 萬 | 0.3% | +70.0% | 加碼 | 歷史 |
| Barclays Bank PLC06742A669 | IPATH SHILR CAPE | 51,250 | $93.7 萬 | 0.3% | +51,250 | 新進 | – |
| CSXCSX Corp | Stock | 34,738 | $92.5 萬 | 0.3% | +21,110+154.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 26,480 | $92.4 萬 | 0.3% | +135+0.5% | 加碼 | – |
| iShares Inc464286756 | MSCI SWEDEN ETF | 33,385 | $91.0 萬 | 0.3% | 00.0% | 不變 | – |
| ALLYAlly Financial Inc. | Stock | 31,233 | $86.9 萬 | 0.2% | +2,208+7.6% | 加碼 | 歷史 |
| ASPNAspen Aerogels Inc | COM | 89,000 | $82.1 萬 | 0.2% | +15,000+20.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 17,276 | $75.7 萬 | 0.2% | +17,276 | 新進 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 75,992 | $74.6 萬 | 0.2% | −5,000−6.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 16,197 | $73.9 萬 | 0.2% | −4,487−21.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 11,590 | $70.8 萬 | 0.2% | +4,565+65.0% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 11,291 | $69.2 萬 | 0.2% | +11,291 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 12,245 | $68.6 萬 | 0.2% | +886+7.8% | 加碼 | 歷史 |
| ENXEaton Vance New York Municipal Bond Fund | COM | 78,570 | $66.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,582 | $66.3 萬 | 0.2% | +9,787+144.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,234 | $65.5 萬 | 0.2% | +1,680+11.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 31,551 | $64.9 萬 | 0.2% | −2,310−6.8% | 減碼 | – |
| CMCSAComcast Corp | Stock | 20,951 | $61.4 萬 | 0.2% | +6,642+46.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 25,360 | $60.4 萬 | 0.2% | −3,480−12.1% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 15,613 | $58.9 萬 | 0.2% | 00.0% | 不變 | – |
| VTNInvesco Trust for Investment Grade New York Municipals | COM | 61,216 | $58.5 萬 | 0.2% | +3,496+6.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 50,066 | $55.2 萬 | 0.2% | +29+0.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,337 | $54.2 萬 | 0.1% | −375−2.5% | 減碼 | – |
| SWNSouthwestern Energy Co | COM | 84,262 | $51.6 萬 | 0.1% | +909+1.1% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（114 檔）
2022 年第 2 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 114 檔。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WFGWest Fraser Timber Co., Ltd | COM | 1,091,535 | $8,376 萬 | 17.4% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,573 | $361.1 萬 | 0.7% | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,208 | $295.2 萬 | 0.6% | 歷史 |
| TGTTarget Corp | Stock | 17,139 | $242.1 萬 | 0.5% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 7,700 | $228.7 萬 | 0.5% | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 91,081 | $210.9 萬 | 0.4% | – |
| AVTRAvantor, Inc. | COM | 64,836 | $201.6 萬 | 0.4% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 22,980 | $178.4 萬 | 0.4% | – |
| KLACKLA Corp | COM NEW | 4,711 | $150.3 萬 | 0.3% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 16,050 | $128.4 萬 | 0.3% | – |
| CMICummins Inc | Stock | 6,600 | $127.7 萬 | 0.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,262 | $116.2 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 4,526 | $114.7 萬 | 0.2% | 歷史 |
| VYXNCR Voyix Corp | COM | 33,743 | $105.0 萬 | 0.2% | 歷史 |
| NFLXNetflix Inc | Stock | 5,879 | $102.8 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 4,137 | $102.1 萬 | 0.2% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,938 | $101.9 萬 | 0.2% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,153 | $101.5 萬 | 0.2% | – |
| PEPPepsiCo Inc | Stock | 5,939 | $99.0 萬 | 0.2% | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 15,163 | $98.6 萬 | 0.2% | – |
| AXPAmerican Express Co | Stock | 6,890 | $95.5 萬 | 0.2% | 歷史 |
| MMM3M Co | Stock | 6,998 | $90.6 萬 | 0.2% | 歷史 |
| BABoeing Co | Stock | 6,027 | $82.4 萬 | 0.2% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $81.8 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 16,675 | $78.2 萬 | 0.2% | – |
| IBMInternational Business Machines Corp | Stock | 5,300 | $74.8 萬 | 0.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,953 | $74.0 萬 | 0.2% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,080 | $73.3 萬 | 0.2% | – |
| MAMastercard Inc | Stock | 2,287 | $72.2 萬 | 0.1% | 歷史 |
| GLGlobe Life Inc. | COM | 7,242 | $70.6 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 401 | $70.1 萬 | 0.1% | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 8,250 | $69.2 萬 | 0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,355 | $68.1 萬 | 0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,242 | $67.5 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 8,937 | $66.4 萬 | 0.1% | – |
| HDHome Depot, Inc. | Stock | 2,415 | $66.2 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 4,429 | $65.4 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,086 | $58.5 萬 | 0.1% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,737 | $58.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,216 | $56.6 萬 | 0.1% | – |
| PWRQuanta Services, Inc. | COM | 4,267 | $53.5 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,629 | $52.3 萬 | 0.1% | – |
| VVisa Inc. | Stock | 2,610 | $51.4 萬 | 0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 10,045 | $50.5 萬 | 0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,987 | $50.0 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 1,344 | $49.2 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,687 | $48.4 萬 | 0.1% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,251 | $46.3 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,011 | $46.1 萬 | 0.1% | 歷史 |
| NANNuveen New York Quality Municipal Income Fund | COM | 38,206 | $44.8 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,530 | $44.4 萬 | 0.1% | – |
| DLTRDollar Tree, Inc. | COM | 2,850 | $44.4 萬 | 0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 2,412 | $43.4 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,443 | $42.6 萬 | 0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 1,349 | $42.2 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 7,566 | $42.1 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 4,284 | $41.2 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 3,908 | $40.8 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 2,711 | $40.7 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 1,818 | $40.7 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 7,740 | $39.9 萬 | 0.1% | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 9,467 | $38.8 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 8,382 | $38.6 萬 | 0.1% | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,635 | $38.5 萬 | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 794 | $38.0 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 4,961 | $37.9 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,974 | $37.9 萬 | 0.1% | – |
| CVXChevron Corp | Stock | 2,585 | $37.4 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 12,539 | $37.3 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,240 | $37.0 萬 | 0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,604 | $36.2 萬 | 0.1% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,996 | $35.9 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 2,972 | $35.4 萬 | 0.1% | – |
| WMTWalmart Inc. | Stock | 2,890 | $35.1 萬 | 0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 7,263 | $34.7 萬 | 0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,645 | $33.9 萬 | 0.1% | – |
| ROKURoku, Inc | COM CL A | 4,094 | $33.6 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 2,147 | $32.8 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,334 | $32.6 萬 | 0.1% | – |
| IDXXIDEXX Laboratories Inc | COM | 930 | $32.6 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 5,095 | $31.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,368 | $31.2 萬 | 0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,224 | $31.1 萬 | 0.1% | – |
| RBLXRoblox Corp | Stock | 9,355 | $30.7 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 4,546 | $28.9 萬 | 0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,760 | $28.5 萬 | 0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,950 | $28.3 萬 | 0.1% | – |
| METMetlife Inc | Stock | 4,400 | $27.6 萬 | 0.1% | 歷史 |
| CMECME Group Inc. | COM | 1,342 | $27.5 萬 | 0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,023 | $27.3 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 828 | $26.8 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 7,609 | $26.1 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,841 | $26.0 萬 | 0.1% | – |
| TSLATesla, Inc. | Stock | 374 | $25.2 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,466 | $25.0 萬 | 0.1% | – |
| EFXEquifax Inc | COM | 1,345 | $24.6 萬 | 0.1% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 7,500 | $23.8 萬 | <0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,464 | $23.6 萬 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,070 | $23.4 萬 | <0.1% | – |
| BSXBoston Scientific Corp | Stock | 6,139 | $22.9 萬 | <0.1% | 歷史 |