Mascoma Wealth Management LLC
- SEC CIK
- 0001695664
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/6 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 102
- 較 2021 年第 1 季 −371
- 總值
- $2.34 億
- 較 2021 年第 1 季 +$165.6 萬 (+0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 241,697 | $2,441 萬 | 10.4% | −14,187−5.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 56,468 | $2,428 萬 | 10.4% | +4,954+9.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 342,617 | $1,738 萬 | 7.4% | +22,482+7.0% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 272,413 | $1,493 萬 | 6.4% | +29,765+12.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 253,329 | $1,305 萬 | 5.6% | +14,445+6.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 88,504 | $1,021 萬 | 4.4% | −5,199−5.5% | 減碼 | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 166,270 | $702.5 萬 | 3.0% | +25,793+18.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 151,218 | $688.0 萬 | 2.9% | +5,695+3.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 85,194 | $627.1 萬 | 2.7% | −17,144−16.8% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 74,170 | $614.3 萬 | 2.6% | +17,628+31.2% | 加碼 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 78,320 | $523.6 萬 | 2.2% | +1,994+2.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,660 | $484.2 萬 | 2.1% | +446+3.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 35,157 | $481.5 萬 | 2.1% | −1,072−3.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 147,980 | $463.2 萬 | 2.0% | −2,683−1.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,024 | $406.1 萬 | 1.7% | −684−3.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,267 | $383.4 萬 | 1.6% | +262+1.9% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 74,851 | $378.1 萬 | 1.6% | +1,062+1.4% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 60,914 | $341.3 萬 | 1.5% | −52−0.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 94,337 | $329.5 萬 | 1.4% | +15,922+20.3% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,491 | $306.6 萬 | 1.3% | +1,157+15.8% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 43,040 | $274.3 萬 | 1.2% | +5,760+15.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,158 | $261.6 萬 | 1.1% | +4,810+26.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 25,247 | $222.3 萬 | 1.0% | +2,168+9.4% | 加碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 18,220 | $214.6 萬 | 0.9% | −507−2.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,321 | $209.4 萬 | 0.9% | −7−0.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 12,770 | $197.7 萬 | 0.8% | +440+3.6% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 16,804 | $196.0 萬 | 0.8% | +1,185+7.6% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 47,205 | $190.6 萬 | 0.8% | +4,674+11.0% | 加碼 | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 18,664 | $187.9 萬 | 0.8% | +6,882+58.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,288 | $170.4 萬 | 0.7% | −102−1.6% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,099 | $149.9 萬 | 0.6% | +13,849+5,539.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 31,379 | $144.5 萬 | 0.6% | +8,045+34.5% | 加碼 | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 16,758 | $140.0 萬 | 0.6% | +6,249+59.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,701 | $125.4 萬 | 0.5% | +221+4.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 45,271 | $123.4 萬 | 0.5% | +1,632+3.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 4,852 | $118.3 萬 | 0.5% | −149−3.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 41,034 | $118.1 萬 | 0.5% | −2,472−5.7% | 減碼 | 歷史 |
| iShares Tr46436E551 | ESG SELECT SCRE | 29,871 | $110.8 萬 | 0.5% | +15,744+111.4% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 13,961 | $110.3 萬 | 0.5% | +1,811+14.9% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 26,578 | $109.1 萬 | 0.5% | −15,713−37.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 15,066 | $108.4 萬 | 0.5% | +4,261+39.4% | 加碼 | – |
| PFEPfizer Inc | Stock | 27,655 | $108.3 萬 | 0.5% | +267+1.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,172 | $101.7 萬 | 0.4% | −170−2.7% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 38,229 | $99.5 萬 | 0.4% | +8,662+29.3% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 17,889 | $99.0 萬 | 0.4% | +1,856+11.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 285 | $98.0 萬 | 0.4% | −2−0.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,040 | $95.8 萬 | 0.4% | +40+0.7% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 10,977 | $82.9 萬 | 0.4% | −5,934−35.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,476 | $68.8 萬 | 0.3% | +48+2.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,171 | $68.7 萬 | 0.3% | +620+13.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,531 | $65.5 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 5,861 | $62.1 萬 | 0.3% | +223+4.0% | 加碼 | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 5,712 | $60.5 萬 | 0.3% | −1,430−20.0% | 減碼 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 10,675 | $58.4 萬 | 0.2% | +1,559+17.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,020 | $54.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,387 | $52.7 萬 | 0.2% | +259+8.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,159 | $52.5 萬 | 0.2% | +33+0.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 9,051 | $50.8 萬 | 0.2% | +569+6.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,761 | $49.0 萬 | 0.2% | +103+1.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,031 | $47.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 2,455 | $45.9 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,910 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,010 | $45.4 萬 | 0.2% | −1,660−15.6% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,242 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 8,865 | $45.0 萬 | 0.2% | −8,500−48.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,962 | $43.4 萬 | 0.2% | −399−11.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 843 | $42.5 萬 | 0.2% | +16+1.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,339 | $41.1 萬 | 0.2% | +49+2.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 168 | $41.0 萬 | 0.2% | +4+2.4% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 11,662 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,319 | $39.7 萬 | 0.2% | −831−10.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,020 | $38.2 萬 | 0.2% | +300+8.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 8,366 | $37.8 萬 | 0.2% | +1,024+13.9% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 10,549 | $37.2 萬 | 0.2% | +4,548+75.8% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 3,820 | $36.8 萬 | 0.2% | −80−2.1% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,200 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,009 | $35.1 萬 | 0.2% | +24+2.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 875 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,195 | $34.7 萬 | 0.1% | +1,396+29.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 6,230 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 845 | $33.5 萬 | 0.1% | +16+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,260 | $33.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,265 | $33.2 萬 | 0.1% | +350+12.0% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,195 | $32.9 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 1,651 | $32.8 萬 | 0.1% | +58+3.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,866 | $32.6 萬 | 0.1% | −3,294−40.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 954 | $30.4 萬 | 0.1% | +68+7.7% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,007 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,985 | $28.7 萬 | 0.1% | +99+3.4% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,885 | $28.1 萬 | 0.1% | +125+2.6% | 加碼 | – |
| NUVNuveen Municipal Value Fund Inc | COM | 23,970 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 5,140 | $27.2 萬 | 0.1% | +5,140 | 新進 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,264 | $26.1 萬 | 0.1% | +5+0.2% | 加碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 8,515 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 612 | $24.4 萬 | 0.1% | +19+3.2% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,764 | $23.3 萬 | 0.1% | +64+3.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,394 | $23.3 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 946 | $22.5 萬 | 0.1% | +103+12.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 887 | $20.5 萬 | 0.1% | +87+10.9% | 加碼 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 10,717 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（372 檔）
2021 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 372 檔。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 29,250 | $318.5 萬 | 1.4% | – |
| UPSUnited Parcel Service Inc | Stock | 2,941 | $50.0 萬 | 0.2% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,600 | $41.8 萬 | 0.2% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 14,296 | $34.7 萬 | 0.1% | – |
| GRWGGrowGeneration Corp. | COM | 6,000 | $29.8 萬 | 0.1% | 歷史 |
| TRPTC Energy Corp | COM | 6,100 | $27.9 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,480 | $21.2 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 4,042 | $21.0 萬 | 0.1% | – |
| Exchange Traded Concepts Tr301505723 | ROBO GBL HLTCR | 4,201 | $18.4 萬 | 0.1% | – |
| HUMHumana Inc | Stock | 430 | $18.0 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,336 | $17.7 萬 | 0.1% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 369 | $17.6 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 3,220 | $17.4 萬 | 0.1% | 歷史 |
| CATCCambridge Bancorp | COM | 2,000 | $16.9 萬 | 0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 411 | $16.5 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,503 | $16.3 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 764 | $16.2 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 2,200 | $16.0 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 738 | $16.0 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 693 | $15.9 萬 | 0.1% | – |
| AAAlcoa Corp | Stock | 4,887 | $15.9 萬 | 0.1% | 歷史 |
| CICigna Group | Stock | 651 | $15.7 萬 | 0.1% | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 2,399 | $15.2 萬 | 0.1% | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 2,556 | $15.1 萬 | 0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 1,551 | $14.7 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 375 | $13.9 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,610 | $13.9 萬 | 0.1% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,342 | $13.6 萬 | 0.1% | – |
| OKTAOkta, Inc. | CL A | 600 | $13.2 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 1,735 | $13.1 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 350 | $13.1 萬 | 0.1% | 歷史 |
| Colony CR Real Estate Inc19625T101 | COM CL A | 15,411 | $13.1 萬 | 0.1% | – |
| VFCV F Corp | Stock | 1,613 | $12.9 萬 | 0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 857 | $12.9 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 679 | $12.7 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 573 | $12.7 萬 | 0.1% | – |
| CARRCarrier Global Corp | Stock | 2,960 | $12.5 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 600 | $12.1 萬 | 0.1% | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 2,714 | $11.7 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 505 | $11.7 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 405 | $11.5 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 595 | $11.5 萬 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 880 | $11.4 萬 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 861 | $11.2 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 785 | $11.1 萬 | <0.1% | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 880 | $10.9 萬 | <0.1% | – |
| GHGuardant Health, Inc. | COM | 700 | $10.7 萬 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 155 | $10.4 萬 | <0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,967 | $10.4 萬 | <0.1% | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 6,170 | $10.4 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,634 | $10.3 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,600 | $10.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 2,471 | $10.3 萬 | <0.1% | – |
| CWSTCasella Waste Systems Inc | CL A | 1,600 | $10.2 萬 | <0.1% | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,000 | $10.1 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 1,455 | $10.0 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 713 | $9.90 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 467 | $9.90 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 2,160 | $9.30 萬 | <0.1% | – |
| ABTAbbott Laboratories | Stock | 768 | $9.20 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 500 | $9.10 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 387 | $8.70 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 240 | $8.60 萬 | <0.1% | 歷史 |
| RFICohen & Steers Total Return Realty Fund Inc | COM | 5,850 | $8.60 萬 | <0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,000 | $8.60 萬 | <0.1% | 歷史 |
| iShares Tr46436E676 | ESG AWARE GROWTH | 2,887 | $8.60 萬 | <0.1% | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 1,996 | $8.40 萬 | <0.1% | – |
| WMTWalmart Inc. | Stock | 599 | $8.10 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 1,456 | $7.70 萬 | <0.1% | – |
| iShares Tr464289859 | CORE 80 20 ETF | 1,116 | $7.50 萬 | <0.1% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 1,000 | $7.50 萬 | <0.1% | – |
| ARNCArconic Corp | COM | 2,915 | $7.40 萬 | <0.1% | 歷史 |
| CVXChevron Corp | Stock | 684 | $7.20 萬 | <0.1% | 歷史 |
| Rada Electr Inds LtdM81863124 | COM PAR NEW | 6,000 | $7.20 萬 | <0.1% | – |
| TDToronto Dominion Bank | Stock | 1,094 | $7.10 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 1,404 | $7.00 萬 | <0.1% | – |
| PCRXPacira BioSciences, Inc. | COM | 1,000 | $7.00 萬 | <0.1% | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 948 | $6.80 萬 | <0.1% | – |
| GEGeneral Electric Co | COM | 5,098 | $6.70 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 185 | $6.60 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 1,689 | $6.60 萬 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 294 | $6.50 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 85 | $6.40 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 641 | $6.30 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 256 | $6.30 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 1,275 | $6.30 萬 | <0.1% | – |
| CACCamden National Corp | COM | 1,311 | $6.30 萬 | <0.1% | 歷史 |
| iShares Tr46435U135 | CYBERSECURITY | 1,626 | $6.20 萬 | <0.1% | – |
| Glu Mobile Inc379890106 | COM | 5,000 | $6.20 萬 | <0.1% | – |
| CSXCSX Corp | Stock | 629 | $6.10 萬 | <0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,790 | $6.10 萬 | <0.1% | – |
| SYKStryker Corp | Stock | 245 | $6.00 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 300 | $6.00 萬 | <0.1% | 歷史 |
| COHUCohu Inc | COM | 1,400 | $5.90 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 238 | $5.80 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 350 | $5.80 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 763 | $5.60 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 267 | $5.50 萬 | <0.1% | – |
| APDAir Products & Chemicals, Inc. | Stock | 195 | $5.50 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 300 | $5.30 萬 | <0.1% | 歷史 |