RMR Wealth Builders
- SEC CIK
- 0001803848
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 122
- 較 2021 年第 3 季 −65
- 總值
- $3.48 億
- 較 2021 年第 3 季 +$763.8 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 74,805 | $3,266 萬 | 9.4% | +74,805 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 103,502 | $3,163 萬 | 9.1% | −74,034−41.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 97,113 | $3,116 萬 | 8.9% | +96,348+12,594.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 107,868 | $3,054 萬 | 8.8% | +17,939+19.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 206,443 | $3,037 萬 | 8.7% | +203,581+7,113.2% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 107,269 | $1,801 萬 | 5.2% | −98,151−47.8% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 103,708 | $1,188 萬 | 3.4% | +101,321+4,244.7% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 49,914 | $1,110 萬 | 3.2% | −39,238−44.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 53,980 | $958.5 萬 | 2.8% | −4,692−8.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 115,024 | $906.9 萬 | 2.6% | −200,477−63.5% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 205,302 | $756.5 萬 | 2.2% | +205,302 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 92,052 | $688.1 萬 | 2.0% | +92,052 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 80,173 | $651.5 萬 | 1.9% | +80,173 | 新進 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 48,778 | $646.4 萬 | 1.9% | +48,778 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,045 | $638.3 萬 | 1.8% | +407+2.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,730 | $604.6 萬 | 1.7% | −22−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 114,875 | $574.3 萬 | 1.6% | +114,875 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,068 | $521.2 萬 | 1.5% | +885+9.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,995 | $369.8 萬 | 1.1% | −29,143−72.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,053 | $328.9 萬 | 0.9% | +915+11.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 23,054 | $324.8 萬 | 0.9% | +2,707+13.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 58,505 | $304.0 萬 | 0.9% | +58,505 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,770 | $294.0 萬 | 0.8% | −7,754−23.1% | 減碼 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 29,063 | $288.8 萬 | 0.8% | +29,063 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 26,335 | $287.2 萬 | 0.8% | +26,335 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 822 | $274.1 萬 | 0.8% | −2,081−71.7% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 23,303 | $257.3 萬 | 0.7% | −82,085−77.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,317 | $213.0 萬 | 0.6% | +6,773+58.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 48,608 | $189.8 萬 | 0.5% | +5,628+13.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,883 | $188.2 萬 | 0.5% | −14,813−55.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,177 | $181.7 萬 | 0.5% | −4,158−40.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,638 | $173.1 萬 | 0.5% | +231+16.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,939 | $171.0 萬 | 0.5% | +1,278+4.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,700 | $144.9 萬 | 0.4% | +413+4.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 28,409 | $140.5 萬 | 0.4% | −16,797−37.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 398 | $115.2 萬 | 0.3% | −558−58.4% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,569 | $113.5 萬 | 0.3% | −11,411−35.7% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 12,320 | $102.3 萬 | 0.3% | −4,421−26.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 2,455 | $101.9 萬 | 0.3% | −6,558−72.8% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,557 | $91.9 萬 | 0.3% | +8,557 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,872 | $85.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 10,140 | $85.8 萬 | 0.2% | +2,200+27.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,349 | $79.0 萬 | 0.2% | −5,030−68.2% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,778 | $78.6 萬 | 0.2% | −1,059−13.5% | 減碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 43,146 | $77.3 萬 | 0.2% | +43,146 | 新進 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 36,392 | $75.7 萬 | 0.2% | +36,392 | 新進 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 14,685 | $75.3 萬 | 0.2% | +14,685 | 新進 | – |
| PEGPublic Service Enterprise Group Inc | COM | 11,209 | $74.8 萬 | 0.2% | +1,880+20.2% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,429 | $73.3 萬 | 0.2% | −40−1.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,034 | $69.9 萬 | 0.2% | +2,875+46.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,220 | $69.2 萬 | 0.2% | −1,102−47.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,723 | $68.5 萬 | 0.2% | +202+8.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 17,290 | $68.2 萬 | 0.2% | +2,657+18.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 228 | $66.2 萬 | 0.2% | −193−45.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,567 | $64.5 萬 | 0.2% | +3,744+132.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 18,704 | $62.8 萬 | 0.2% | +3,764+25.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,044 | $62.6 萬 | 0.2% | −1,123−21.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 10,846 | $61.8 萬 | 0.2% | +10,846 | 新進 | – |
| JNJJohnson & Johnson | Stock | 3,583 | $61.3 萬 | 0.2% | −192−5.1% | 減碼 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 23,700 | $61.3 萬 | 0.2% | +23,700 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 5,161 | $60.6 萬 | 0.2% | −1,715−24.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,369 | $58.4 萬 | 0.2% | +1,393+46.8% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 3,734 | $58.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 418 | $57.6 萬 | 0.2% | −45−9.7% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 8,168 | $53.8 萬 | 0.2% | +300+3.8% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,348 | $51.9 萬 | 0.1% | +1,867+25.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,041 | $49.7 萬 | 0.1% | +463+18.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,226 | $48.6 萬 | 0.1% | −2,857−25.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,794 | $46.8 萬 | 0.1% | −1,734−23.0% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,422 | $45.7 萬 | 0.1% | −3,377−58.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 18,125 | $44.6 萬 | 0.1% | −4,160−18.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 10,024 | $44.6 萬 | 0.1% | −3,326−24.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,572 | $44.5 萬 | 0.1% | −26,765−75.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,440 | $44.5 萬 | 0.1% | −5,821−62.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 782 | $44.3 萬 | 0.1% | −684−46.7% | 減碼 | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 10,764 | $44.0 萬 | 0.1% | +5,085+89.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,949 | $41.5 萬 | 0.1% | −2,671−47.5% | 減碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 5,246 | $40.3 萬 | 0.1% | −1,674−24.2% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,408 | $40.0 萬 | 0.1% | +238+3.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,691 | $39.1 萬 | 0.1% | +2,273+66.5% | 加碼 | – |
| SPGSimon Property Group Inc. | REIT | 2,436 | $38.9 萬 | 0.1% | −1,286−34.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,117 | $38.8 萬 | 0.1% | −6,531−51.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,471 | $38.0 萬 | 0.1% | −1,963−57.2% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 5,053 | $36.3 萬 | 0.1% | +1,682+49.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,395 | $35.3 萬 | 0.1% | +3,395 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 947 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,559 | $33.8 萬 | 0.1% | −5,162−76.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,732 | $32.6 萬 | 0.1% | −4,415−71.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 883 | $31.7 萬 | 0.1% | −4,355−83.1% | 減碼依 3 比 1 拆股換算 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,899 | $29.6 萬 | 0.1% | +10+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,412 | $29.2 萬 | 0.1% | −264−15.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,987 | $28.9 萬 | 0.1% | +100+5.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,897 | $28.7 萬 | 0.1% | +40+1.0% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,856 | $28.0 萬 | 0.1% | +2,856 | 新進 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,241 | $27.7 萬 | 0.1% | +302+5.1% | 加碼 | – |
| PSAPublic Storage | COM | 737 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 588 | $26.9 萬 | 0.1% | +10+1.7% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 1,095 | $26.7 萬 | 0.1% | −5,642−83.7% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 2,735 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 5,524 | $26.3 萬 | 0.1% | +560+11.3% | 加碼 | – |
2021 年第 3 季之後清倉（88 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ASMLASML Holding NV | ADR | 3,236 | $241.2 萬 | 0.7% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 27,650 | $238.2 萬 | 0.7% | – |
| CMCSAComcast Corp | Stock | 42,321 | $236.7 萬 | 0.7% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,000 | $195.3 萬 | 0.6% | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 11,319 | $171.4 萬 | 0.5% | 歷史 |
| HUMHumana Inc | Stock | 4,378 | $170.4 萬 | 0.5% | 歷史 |
| INTCIntel Corp | Stock | 31,170 | $166.1 萬 | 0.5% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,492 | $166.1 萬 | 0.5% | 歷史 |
| CMECME Group Inc. | COM | 7,916 | $153.1 萬 | 0.4% | 歷史 |
| BABoeing Co | Stock | 6,485 | $142.6 萬 | 0.4% | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,973 | $134.9 萬 | 0.4% | 歷史 |
| BLKBlackRock, Inc. | COM | 1,593 | $133.6 萬 | 0.4% | 歷史 |
| MAMastercard Inc | Stock | 3,648 | $126.8 萬 | 0.4% | 歷史 |
| KOCoca Cola Co | Stock | 22,581 | $119.4 萬 | 0.4% | 歷史 |
| COFCapital One Financial Corp | Stock | 6,507 | $105.4 萬 | 0.3% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 541 | $98.3 萬 | 0.3% | 歷史 |
| HONHoneywell International Inc | COM | 4,240 | $90.0 萬 | 0.3% | 歷史 |
| CBChubb Ltd | Stock | 5,152 | $89.8 萬 | 0.3% | 歷史 |
| MELIMercadolibre Inc | COM | 532 | $89.3 萬 | 0.3% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,518 | $85.1 萬 | 0.2% | 歷史 |
| ENBEnbridge Inc | Stock | 20,828 | $82.9 萬 | 0.2% | 歷史 |
| CSGPCostar Group, Inc. | COM | 9,510 | $81.8 萬 | 0.2% | 歷史 |
| CSXCSX Corp | Stock | 27,210 | $80.9 萬 | 0.2% | 歷史 |
| CICigna Group | Stock | 3,928 | $78.6 萬 | 0.2% | 歷史 |
| DXCMDexcom Inc | COM | 1,406 | $76.9 萬 | 0.2% | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,877 | $76.0 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,756 | $75.4 萬 | 0.2% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,572 | $69.7 萬 | 0.2% | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,098 | $68.3 萬 | 0.2% | 歷史 |
| TSCOTractor Supply Co | COM | 3,268 | $66.2 萬 | 0.2% | 歷史 |
| JCIJohnson Controls International plc | Stock | 9,389 | $63.9 萬 | 0.2% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,297 | $62.9 萬 | 0.2% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,003 | $57.4 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 1,030 | $55.6 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 1,885 | $52.7 萬 | 0.2% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,383 | $52.5 萬 | 0.2% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,273 | $50.2 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,947 | $49.4 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 10,299 | $44.7 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 2,632 | $44.1 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,819 | $43.9 萬 | 0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 2,621 | $43.6 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 2,845 | $40.5 萬 | 0.1% | 歷史 |
| CGNXCognex Corp | COM | 4,957 | $39.8 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 6,701 | $38.6 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,454 | $37.4 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,140 | $36.5 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 588 | $35.9 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 6,908 | $35.7 萬 | 0.1% | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 1,853 | $35.7 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 3,669 | $34.8 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,345 | $34.4 萬 | 0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 7,770 | $34.4 萬 | 0.1% | – |
| MKTXMarketaxess Holdings Inc | COM | 801 | $33.7 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 697 | $33.4 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,016 | $33.1 萬 | 0.1% | 歷史 |
| TRUTransUnion | COM | 2,947 | $33.1 萬 | 0.1% | 歷史 |
| TREXTrex Co Inc | COM | 3,226 | $32.9 萬 | 0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,899 | $31.3 萬 | 0.1% | – |
| SIVBSVB Financial Group | COM | 480 | $31.1 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 3,896 | $30.6 萬 | 0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 2,537 | $30.2 萬 | 0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 411 | $29.9 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 9,800 | $29.2 萬 | 0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 807 | $29.1 萬 | 0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 6,136 | $28.5 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,008 | $28.4 萬 | 0.1% | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 2,484 | $27.5 萬 | 0.1% | – |
| TYLTyler Technologies Inc | COM | 594 | $27.2 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 3,051 | $26.6 萬 | 0.1% | 歷史 |
| IEXIdex Corp | COM | 1,268 | $26.2 萬 | 0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 820 | $26.2 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 996 | $25.5 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,388 | $25.5 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,742 | $25.3 萬 | 0.1% | – |
| NKENIKE, Inc. | Stock | 1,676 | $24.4 萬 | 0.1% | 歷史 |
| MIDDMIDDLEBY Corp | COM | 1,409 | $24.0 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 1,514 | $22.8 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 968 | $22.5 萬 | 0.1% | 歷史 |
| ABMDAbiomed Inc | COM | 683 | $22.2 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 3,135 | $22.0 萬 | 0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 5,008 | $21.8 萬 | 0.1% | 歷史 |
| SGENSeagen Inc. | COM | 1,266 | $21.5 萬 | 0.1% | 歷史 |
| VMCVulcan Materials CO | COM | 1,241 | $21.0 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 1,903 | $20.8 萬 | 0.1% | – |
| FISFidelity National Information Services, Inc. | Stock | 1,651 | $20.1 萬 | 0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,695 | $20.0 萬 | 0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 19,898 | $10.8 萬 | <0.1% | 歷史 |