Scarborough Advisors, LLC
- SEC CIK
- 0001815355
- 最新申報
- 2026/7/21
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 420
- 較 2023 年第 4 季 −315
- 總值
- $2.16 億
- 較 2023 年第 4 季 −$2.70 億 (−55.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 381,251 | $1,693 萬 | 7.8% | +381,251 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 197,571 | $1,692 萬 | 7.8% | +4,956+2.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 102,831 | $1,690 萬 | 7.8% | +39,031+61.2% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 278,116 | $1,601 萬 | 7.4% | +88,662+46.8% | 加碼 | – |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 112,966 | $1,403 萬 | 6.5% | +207+0.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 303,730 | $1,205 萬 | 5.6% | +2,774+0.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 188,789 | $998.1 萬 | 4.6% | +8,926+5.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 177,229 | $929.7 萬 | 4.3% | +177,229 | 新進 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 197,388 | $849.6 萬 | 3.9% | +2,594+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 131,895 | $811.6 萬 | 3.8% | −6,694−4.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 338,362 | $808.3 萬 | 3.7% | +6,341+1.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 74,130 | $789.4 萬 | 3.7% | +5,505+8.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 79,197 | $747.7 萬 | 3.5% | −448−0.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,356 | $687.5 萬 | 3.2% | +809+7.0% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 172,496 | $601.7 萬 | 2.8% | +172,496 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 26,714 | $549.6 萬 | 2.5% | +517+2.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 109,597 | $549.1 萬 | 2.5% | +109,597 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 77,658 | $396.5 萬 | 1.8% | −3,789−4.7% | 減碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 23,672 | $332.6 萬 | 1.5% | +1,803+8.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 55,071 | $293.7 萬 | 1.4% | −748−1.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,519 | $266.1 萬 | 1.2% | −1,708−9.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 42,035 | $250.6 萬 | 1.2% | −1,072−2.5% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 51,261 | $222.3 萬 | 1.0% | +649+1.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 11,425 | $206.1 萬 | 1.0% | −28−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,052 | $185.4 萬 | 0.9% | +179+9.6% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,218 | $183.2 萬 | 0.8% | +170+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,178 | $96.7 萬 | 0.4% | +281+14.8% | 加碼 | – |
| RTXRTX Corp | Stock | 7,082 | $69.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,740 | $49.5 萬 | 0.2% | −17−1.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 25,909 | $45.6 萬 | 0.2% | +35+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 605 | $44.3 萬 | 0.2% | +44+7.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 9,552 | $43.3 萬 | 0.2% | +792+9.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 26,333 | $41.4 萬 | 0.2% | +106+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,663 | $40.2 萬 | 0.2% | −63−2.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,977 | $39.8 萬 | 0.2% | +6+0.3% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 4,468 | $38.4 萬 | 0.2% | +56+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,476 | $37.7 萬 | 0.2% | +227+10.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,922 | $37.2 萬 | 0.2% | −93−3.1% | 減碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 4,640 | $37.0 萬 | 0.2% | +4,505+3,337.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,528 | $33.7 萬 | 0.2% | −1,819−21.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,702 | $29.9 萬 | 0.1% | +98+6.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 695 | $29.2 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 5,530 | $27.5 萬 | 0.1% | +2,723+97.0% | 加碼 | – |
| VVisa Inc. | Stock | 965 | $26.9 萬 | 0.1% | +39+4.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,255 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 2,700 | $23.9 萬 | 0.1% | −19−0.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,091 | $19.9 萬 | 0.1% | +33+3.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,658 | $19.7 萬 | 0.1% | −661−19.9% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,550 | $17.8 萬 | 0.1% | −32−2.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 880 | $17.6 萬 | 0.1% | −16−1.8% | 減碼 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 2,219 | $16.9 萬 | 0.1% | +7+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 337 | $16.4 萬 | 0.1% | −76−18.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 805 | $15.5 萬 | 0.1% | +10+1.3% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 6,777 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,629 | $15.2 萬 | 0.1% | +18+0.5% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,986 | $15.1 萬 | 0.1% | +5+0.3% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,762 | $14.4 萬 | 0.1% | −573−24.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 3,296 | $14.4 萬 | 0.1% | +293+9.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,878 | $13.7 萬 | 0.1% | −34,622−94.9% | 減碼 | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 2,630 | $13.2 萬 | 0.1% | +9+0.3% | 加碼 | – |
| BKHBlack Hills Corp | COM | 2,380 | $13.0 萬 | 0.1% | +2,380 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 2,828 | $11.9 萬 | 0.1% | −235−7.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 228 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 2,531 | $11.0 萬 | 0.1% | −623−19.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,127 | $10.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 2,018 | $10.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 200 | $10.4 萬 | <0.1% | −35−14.9% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 2,113 | $9.94 萬 | <0.1% | +77+3.8% | 加碼 | – |
| FXBInvesco CurrencyShares British Pound Sterling Trust | BRIT POUN STRL | 812 | $9.87 萬 | <0.1% | −57−6.6% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 1,891 | $9.59 萬 | <0.1% | +347+22.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 761 | $8.65 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 65 | $8.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 1,975 | $8.32 萬 | <0.1% | +209+11.8% | 加碼 | – |
| ETNEaton Corp plc | Stock | 264 | $8.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 598 | $7.89 萬 | <0.1% | +19+3.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 618 | $7.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 2,046 | $7.76 萬 | <0.1% | +109+5.6% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 257 | $7.45 萬 | <0.1% | +3+1.2% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 802 | $7.21 萬 | <0.1% | +225+39.0% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 845 | $6.75 萬 | <0.1% | +15+1.8% | 加碼 | – |
| MMM3M Co | Stock | 621 | $6.59 萬 | <0.1% | −3−0.5% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 255 | $6.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 1,080 | $6.45 萬 | <0.1% | +61+6.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 760 | $6.36 萬 | <0.1% | −3,783−83.3% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 638 | $6.34 萬 | <0.1% | +59+10.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 676 | $6.33 萬 | <0.1% | +128+23.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 1,239 | $6.19 萬 | <0.1% | −105−7.8% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 536 | $6.12 萬 | <0.1% | −562−51.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 2,183 | $6.10 萬 | <0.1% | +371+20.5% | 加碼 | – |
| ACNAccenture plc | Stock | 168 | $5.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 179 | $5.74 萬 | <0.1% | +120+203.4% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 107 | $5.61 萬 | <0.1% | 00.0% | 不變 | – |
| ULTAUlta Beauty, Inc. | Stock | 106 | $5.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 2,813 | $5.49 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 1,216 | $5.48 萬 | <0.1% | +176+16.9% | 加碼 | – |
| MELIMercadolibre Inc | COM | 35 | $5.29 萬 | <0.1% | +12+52.2% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 215 | $5.25 萬 | <0.1% | 00.0% | 不變 | – |
| YUMCYum China Holdings, Inc. | COM | 1,313 | $5.22 萬 | <0.1% | +4+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 289 | $5.22 萬 | <0.1% | +3+1.0% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 700 | $5.18 萬 | <0.1% | +6+0.9% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（343 檔）
2023 年第 4 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 343 檔。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,613,819 | $9,102 萬 | 18.7% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 173,259 | $4,110 萬 | 8.5% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 551,341 | $2,867 萬 | 5.9% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 280,166 | $2,770 萬 | 5.7% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 48,037 | $2,098 萬 | 4.3% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 275,325 | $1,319 萬 | 2.7% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 223,785 | $1,166 萬 | 2.4% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 32,809 | $1,020 萬 | 2.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 183,247 | $865.7 萬 | 1.8% | – |
| iShares Tr464287721 | U.S. TECH ETF | 68,412 | $839.8 萬 | 1.7% | – |
| MSFTMicrosoft Corp | Stock | 22,290 | $838.2 萬 | 1.7% | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 76,399 | $575.4 萬 | 1.2% | – |
| iShares Tr464288588 | MBS ETF | 53,650 | $504.7 萬 | 1.0% | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 121,177 | $473.9 萬 | 1.0% | – |
| iShares Select Dividend ETF464287168 | ETF | 36,001 | $422.0 萬 | 0.9% | – |
| PGProcter & Gamble Co | Stock | 25,660 | $376.0 萬 | 0.8% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 40,462 | $360.4 萬 | 0.7% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 35,585 | $344.6 萬 | 0.7% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,842 | $321.7 萬 | 0.7% | – |
| iShares S&P 100 ETF464287101 | ETF | 13,636 | $304.6 萬 | 0.6% | – |
| LMTLockheed Martin Corp | Stock | 6,707 | $304.0 萬 | 0.6% | 歷史 |
| DHRDanaher Corp | Stock | 8,258 | $191.0 萬 | 0.4% | 歷史 |
| Hartford Multifactor Emerging Markets ETF518416201 | ETF | 60,030 | $134.2 萬 | 0.3% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 14,434 | $88.8 萬 | 0.2% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,593 | $84.6 萬 | 0.2% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,731 | $60.0 萬 | 0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 9,549 | $49.8 萬 | 0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,072 | $32.5 萬 | 0.1% | – |
| LLYEli Lilly & Co | Stock | 465 | $27.1 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 431 | $27.0 萬 | 0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,444 | $22.6 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 17,286 | $21.1 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 668 | $18.5 萬 | <0.1% | – |
| PSXPhillips 66 | Stock | 1,310 | $17.4 萬 | <0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 568 | $16.8 萬 | <0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 983 | $15.5 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,454 | $15.1 萬 | <0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 874 | $14.3 萬 | <0.1% | 歷史 |
| DBX ETF Tr233051101 | XTRACK MSCI EMRG | 5,471 | $12.6 萬 | <0.1% | – |
| PFEPfizer Inc | Stock | 4,310 | $12.4 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,359 | $12.3 萬 | <0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 917 | $12.0 萬 | <0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,400 | $11.9 萬 | <0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 246 | $11.8 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 550 | $11.7 萬 | <0.1% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 504 | $11.7 萬 | <0.1% | – |
| CLColgate Palmolive Co | Stock | 1,457 | $11.6 萬 | <0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 2,379 | $11.0 萬 | <0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 3,009 | $10.6 萬 | <0.1% | – |
| WDFCWD 40 Co | COM | 434 | $10.4 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 604 | $10.3 萬 | <0.1% | 歷史 |
| CVXChevron Corp | Stock | 657 | $9.80 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 750 | $9.63 萬 | <0.1% | 歷史 |
| TOMZTOMI Environmental Solutions, Inc. | COM NEW | 93,750 | $9.47 萬 | <0.1% | 歷史 |
| DTEDte Energy Co | COM | 851 | $9.38 萬 | <0.1% | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 1,097 | $9.25 萬 | <0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 877 | $8.93 萬 | <0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 554 | $8.71 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,118 | $8.22 萬 | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,066 | $8.12 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 1,518 | $7.79 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,438 | $7.76 萬 | <0.1% | – |
| CATCaterpillar Inc | Stock | 260 | $7.69 萬 | <0.1% | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 2,809 | $7.65 萬 | <0.1% | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 903 | $7.27 萬 | <0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,287 | $7.23 萬 | <0.1% | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,856 | $6.66 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 344 | $6.52 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 786 | $6.52 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 600 | $6.50 萬 | <0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 390 | $6.44 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 777 | $6.37 萬 | <0.1% | – |
| LOWLowes Companies Inc | Stock | 279 | $6.21 萬 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 948 | $5.87 萬 | <0.1% | – |
| GISGeneral Mills Inc | Stock | 876 | $5.71 萬 | <0.1% | 歷史 |
| VNTVontier Corp | Stock | 1,627 | $5.62 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 573 | $5.34 萬 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 405 | $5.17 萬 | <0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 479 | $5.15 萬 | <0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 1,339 | $4.95 萬 | <0.1% | – |
| XUnited States Steel Corp | COM | 1,002 | $4.87 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,101 | $4.77 萬 | <0.1% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 521 | $4.74 萬 | <0.1% | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,010 | $4.56 萬 | <0.1% | 歷史 |
| LRCXLam Research Corp | COM | 58 | $4.55 萬 | <0.1% | 歷史 |
| PHMPultegroup Inc | COM | 422 | $4.36 萬 | <0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 779 | $4.34 萬 | <0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 1,069 | $4.30 萬 | <0.1% | 歷史 |
| iShares Tr464289511 | 10+ YR INVST GRD | 816 | $4.30 萬 | <0.1% | – |
| MUMicron Technology Inc | Stock | 501 | $4.28 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 391 | $4.24 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 243 | $4.23 萬 | <0.1% | – |
| ECLEcolab Inc. | Stock | 211 | $4.19 萬 | <0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 670 | $4.10 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 1,659 | $4.08 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 389 | $4.05 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 519 | $4.04 萬 | <0.1% | – |
| ORealty Income Corp | REIT | 687 | $3.94 萬 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 474 | $3.74 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 687 | $3.52 萬 | <0.1% | – |