CX Institutional
- SEC CIK
- 0001737089
- 最新申報
- 2026/10/2
2026 年第 3 季持倉
持倉截至 2026/9/30，2026/10/2 申報。只含多頭部位，變化是跟 2026 年第 2 季比股數。
- 持股檔數
- 1,668
- 較 2026 年第 2 季 +100
- 總值
- $36.9 億
- 較 2026 年第 2 季 +$2.27 億 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 1,933,047 | $1.95 億 | 5.3% | +85,768+4.6% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 4,878,686 | $1.40 億 | 3.8% | +4,876,683+243,468.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 492,568 | $1.12 億 | 3.0% | +180,495+57.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 276,065 | $9,194 萬 | 2.5% | +32,125+13.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 906,032 | $8,778 萬 | 2.4% | +44,362+5.1% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 2,308,448 | $6,297 萬 | 1.7% | +458,825+24.8% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 599,280 | $6,265 萬 | 1.7% | +478,996+398.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 121,105 | $6,212 萬 | 1.7% | +2,374+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 763,681 | $5,989 萬 | 1.6% | −3,462−0.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 215,726 | $4,925 萬 | 1.3% | +14,951+7.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 162,723 | $4,629 萬 | 1.3% | −5,347−3.2% | 減碼 | – |
| Invesco Actively Managed Exc46090A697 | S&P 500 EQUA ETF | 838,877 | $4,324 萬 | 1.2% | −88,679−9.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 116,471 | $4,008 萬 | 1.1% | −13,657−10.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 156,953 | $3,911 萬 | 1.1% | −18,243−10.4% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 827,903 | $3,880 萬 | 1.1% | −331,472−28.6% | 減碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 1,386,153 | $3,811 萬 | 1.0% | −709,518−33.9% | 減碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 1,791,424 | $3,787 萬 | 1.0% | −944,141−34.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 292,447 | $3,599 萬 | 1.0% | +9,189+3.2% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 357,048 | $3,308 萬 | 0.9% | +12,735+3.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 28,563 | $3,305 萬 | 0.9% | −6,930−19.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 44,668 | $3,239 萬 | 0.9% | −5,624−11.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 92,006 | $3,231 萬 | 0.9% | +1,538+1.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 29,635 | $3,156 萬 | 0.9% | +22,365+307.6% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 159,903 | $3,098 萬 | 0.8% | +5,425+3.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 244,028 | $3,057 萬 | 0.8% | +8,008+3.4% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 122,927 | $3,048 萬 | 0.8% | +4,673+4.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 489,362 | $2,992 萬 | 0.8% | +181,461+58.9% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 585,687 | $2,956 萬 | 0.8% | −83,132−12.4% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 869,829 | $2,897 萬 | 0.8% | +77,013+9.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,570 | $2,648 萬 | 0.7% | −712−2.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 73,668 | $2,614 萬 | 0.7% | −5,782−7.3% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 253,468 | $2,563 萬 | 0.7% | +16,427+6.9% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 572,494 | $2,519 萬 | 0.7% | +39,346+7.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 189,765 | $2,442 萬 | 0.7% | +98,567+108.1% | 加碼 | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 242,926 | $2,369 萬 | 0.6% | +23,808+10.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 492,818 | $2,334 萬 | 0.6% | +64,260+15.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,149 | $2,299 萬 | 0.6% | −318−1.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 114,481 | $2,241 萬 | 0.6% | −5,731−4.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 149,008 | $2,120 萬 | 0.6% | +14,261+10.6% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 96,361 | $2,082 萬 | 0.6% | +2,165+2.3% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 115,994 | $2,058 萬 | 0.6% | +6,759+6.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 23,527 | $1,908 萬 | 0.5% | +11,036+88.4% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 403,920 | $1,874 萬 | 0.5% | +129,642+47.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 127,365 | $1,850 萬 | 0.5% | +67,777+113.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 56,104 | $1,843 萬 | 0.5% | +30,609+120.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 50,574 | $1,780 萬 | 0.5% | −434−0.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 65,291 | $1,777 萬 | 0.5% | +3,490+5.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 64,782 | $1,715 萬 | 0.5% | +34,418+113.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 358,295 | $1,698 萬 | 0.5% | −70,009−16.3% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 90,850 | $1,672 萬 | 0.5% | +14,646+19.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 39,497 | $1,562 萬 | 0.4% | +23,210+142.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 27,693 | $1,527 萬 | 0.4% | +1,128+4.2% | 加碼 | 歷史 |
| NUENucor Corp | COM | 64,890 | $1,517 萬 | 0.4% | +11,592+21.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 139,197 | $1,498 萬 | 0.4% | +6,645+5.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,782 | $1,482 萬 | 0.4% | +15,324+52.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,963 | $1,458 萬 | 0.4% | −25,864−39.9% | 減碼 | – |
| KOCoca Cola Co | Stock | 163,248 | $1,405 萬 | 0.4% | +130,746+402.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 34,543 | $1,372 萬 | 0.4% | +27,826+414.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 48,926 | $1,349 萬 | 0.4% | +47,716+3,943.5% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 24,794 | $1,334 萬 | 0.4% | +15,603+169.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 80,960 | $1,318 萬 | 0.4% | +1,999+2.5% | 加碼 | – |
| GEGeneral Electric Co | Stock | 41,798 | $1,305 萬 | 0.4% | +30,315+264.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 93,876 | $1,289 萬 | 0.3% | +77,968+490.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 152,859 | $1,289 萬 | 0.3% | +139,825+1,072.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 62,312 | $1,269 萬 | 0.3% | +54,001+649.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 13,294 | $1,264 萬 | 0.3% | +10,615+396.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,673 | $1,262 萬 | 0.3% | +18,706+313.5% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 174,261 | $1,254 萬 | 0.3% | +5,385+3.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 35,656 | $1,215 萬 | 0.3% | +1,464+4.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 52,240 | $1,199 萬 | 0.3% | +458+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 33,349 | $1,198 萬 | 0.3% | −60,520−64.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 29,958 | $1,189 萬 | 0.3% | +25,140+521.8% | 加碼 | 歷史 |
| GGenpact LTD | SHS | 361,074 | $1,175 萬 | 0.3% | +182,960+102.7% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 95,712 | $1,166 萬 | 0.3% | +94,926+12,077.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 79,132 | $1,159 萬 | 0.3% | +5,101+6.9% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 34,873 | $1,157 萬 | 0.3% | +20,341+140.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 35,220 | $1,146 萬 | 0.3% | +1,120+3.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11,886 | $1,136 萬 | 0.3% | +7,312+159.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 42,843 | $1,121 萬 | 0.3% | −35,443−45.3% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 349,632 | $1,098 萬 | 0.3% | +349,592+873,980.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,878 | $1,094 萬 | 0.3% | +48+0.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 82,317 | $1,089 萬 | 0.3% | +60,621+279.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 111,877 | $1,087 萬 | 0.3% | +6,007+5.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 79,276 | $1,079 萬 | 0.3% | −185,704−70.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 29,294 | $1,075 萬 | 0.3% | −435−1.5% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 35,643 | $1,070 萬 | 0.3% | −10,504−22.8% | 減碼 | – |
| SLBSLB Limited | Stock | 219,340 | $1,069 萬 | 0.3% | +205,448+1,478.9% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 37,056 | $1,056 萬 | 0.3% | +33,113+839.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 192,858 | $1,041 萬 | 0.3% | +13,741+7.7% | 加碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 138,451 | $1,025 萬 | 0.3% | +22,520+19.4% | 加碼 | – |
| FASTFastenal Co | Stock | 203,749 | $1,009 萬 | 0.3% | +186,381+1,073.1% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 128,902 | $992.5 萬 | 0.3% | +24,673+23.7% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 40,802 | $969.2 萬 | 0.3% | +4,977+13.9% | 加碼 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 121,452 | $951.2 萬 | 0.3% | +8,801+7.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 18,415 | $937.8 萬 | 0.3% | +15,480+527.4% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 160,537 | $922.1 萬 | 0.2% | +25,001+18.4% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 43,832 | $919.9 萬 | 0.2% | +40,630+1,268.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 43,532 | $918.3 萬 | 0.2% | +38,139+707.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 55,781 | $915.6 萬 | 0.2% | +51,011+1,069.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 216,515 | $913.5 萬 | 0.2% | +15,321+7.6% | 加碼 | – |
2026 年第 2 季之後清倉（87 檔）
2026 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 2 季股數 | 2026 年第 2 季市值 | 2026 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IRDMIridium Communications Inc. | COM | 171,098 | $938.5 萬 | 0.3% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 66,197 | $905.0 萬 | 0.3% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 584,742 | $684.7 萬 | 0.2% | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 450,630 | $637.2 萬 | 0.2% | 歷史 |
| INVAInnoviva, Inc. | COM | 280,240 | $636.4 萬 | 0.2% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 6,542 | $231.9 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 20,357 | $177.0 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 2,733 | $56.0 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 10,585 | $44.2 萬 | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 10,605 | $28.3 萬 | <0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 992 | $18.7 萬 | <0.1% | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 2,544 | $12.9 萬 | <0.1% | – |
| APLDApplied Digital Corp. | COM NEW | 2,406 | $9.00 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 980 | $8.70 萬 | <0.1% | – |
| iShares Tr46438G737 | ENERGY STRG & MA | 1,785 | $8.00 萬 | <0.1% | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,774 | $7.50 萬 | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 1,133 | $6.50 萬 | <0.1% | – |
| RBB FD Inc74933W536 | US TREASR 10 YR | 1,500 | $6.50 萬 | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 1,206 | $6.10 萬 | <0.1% | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,600 | $5.40 萬 | <0.1% | 歷史 |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 1,220 | $5.10 萬 | <0.1% | – |
| RBB FD Inc74933W486 | US TREASY 2 YR | 1,011 | $4.80 萬 | <0.1% | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 755 | $4.00 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 336 | $3.70 萬 | <0.1% | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 1,400 | $3.60 萬 | <0.1% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 900 | $3.50 萬 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 1,550 | $3.50 萬 | <0.1% | – |
| Tidal Tr IV88635A204 | PORTFOLIO BUILDI | 1,068 | $2.90 萬 | <0.1% | – |
| KRMNKarman Holdings Inc. | COMMON STOCK | 557 | $2.80 萬 | <0.1% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 700 | $2.80 萬 | <0.1% | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 642 | $2.70 萬 | <0.1% | – |
| FCTFirst Trust Senior Floating Rate Income Fund II | COM | 2,738 | $2.60 萬 | <0.1% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 2,567 | $2.40 萬 | <0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 163 | $2.40 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F585 | OIL REFINERS ETF | 530 | $2.40 萬 | <0.1% | – |
| WWDWoodward, Inc. | COM | 49 | $2.10 萬 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 39 | $2.10 萬 | <0.1% | 歷史 |
| HCIHCI Group, Inc. | COM | 118 | $2.10 萬 | <0.1% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 1,221 | $2.00 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A105 | PORTFOLIO BUILDN | 599 | $2.00 萬 | <0.1% | – |
| iShares Tr46438G448 | LONG TERM MUNI | 347 | $1.80 萬 | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 79 | $1.60 萬 | <0.1% | 歷史 |
| Tidal Tr IV88635A303 | PORTFOLIO BUILDI | 541 | $1.60 萬 | <0.1% | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 161 | $1.50 萬 | <0.1% | – |
| WBSWebster Financial Corp | COM | 184 | $1.40 萬 | <0.1% | 歷史 |
| RBCRBC Bearings INC | COM | 22 | $1.40 萬 | <0.1% | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 531 | $1.30 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 140 | $1.30 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 500 | $1.30 萬 | <0.1% | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 150 | $1.20 萬 | <0.1% | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 351 | $1.10 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 116 | $1.00 萬 | <0.1% | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 725 | $9,000 | <0.1% | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 354 | $9,000 | <0.1% | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 128 | $9,000 | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 309 | $9,000 | <0.1% | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 219 | $9,000 | <0.1% | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 125 | $9,000 | <0.1% | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 172 | $8,000 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 284 | $8,000 | <0.1% | – |
| RIORio Tinto PLC | ADR | 69 | $7,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 120 | $6,000 | <0.1% | – |
| SAHSonic Automotive Inc | CL A | 64 | $5,000 | <0.1% | 歷史 |
| MMIMarcus & Millichap, Inc. | COM | 161 | $5,000 | <0.1% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 135 | $5,000 | <0.1% | 歷史 |
| EVTCEVERTEC, Inc. | COM | 172 | $5,000 | <0.1% | 歷史 |
| MKLMarkel Group Inc. | COM | 2 | $4,000 | <0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 52 | $4,000 | <0.1% | – |
| Capital Group Global Equity14020R107 | SHS | 107 | $4,000 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33 | $4,000 | <0.1% | – |
| SPSCSPS Commerce Inc | COM | 50 | $3,000 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 56 | $3,000 | <0.1% | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 70 | $3,000 | <0.1% | – |
| FLOFlowers Foods Inc | COM | 352 | $3,000 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 35 | $3,000 | <0.1% | 歷史 |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 46 | $2,000 | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 30 | $2,000 | <0.1% | – |
| NATNordic American Tankers Ltd | COM | 347 | $2,000 | <0.1% | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 11 | $1,000 | <0.1% | – |
| AEVAAeva Technologies, Inc. | COM NEW | 50 | $1,000 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 20 | $1,000 | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 56 | $1,000 | <0.1% | – |
| VREXVarex Imaging Corp | COM | 128 | $1,000 | <0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12 | $1,000 | <0.1% | – |
| Capital Group Conservative E14020U100 | SHS | 43 | $1,000 | <0.1% | – |
| BKEBuckle Inc | COM | 30 | $1,000 | <0.1% | 歷史 |
| SQFTPresidio Property Trust, Inc. | COM CL A NEW | 212 | $1,000 | <0.1% | 歷史 |