Bellwether Advisors, LLC
- SEC CIK
- 0001819815
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 90
- 較 2023 年第 1 季 −396
- 總值
- $3.40 億
- 較 2023 年第 1 季 −$2,527 萬 (−6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 434,910 | $5,773 萬 | 17.0% | −18,129−4.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 311,914 | $5,423 萬 | 16.0% | −25,544−7.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 59,858 | $2,668 萬 | 7.8% | −148−0.2% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 120,657 | $2,049 萬 | 6.0% | +120,657 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 57,486 | $1,407 萬 | 4.1% | +57,371+49,887.8% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 129,864 | $1,255 萬 | 3.7% | +129,864 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 26,857 | $1,188 萬 | 3.5% | +26,857 | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 128,644 | $837.2 萬 | 2.5% | +128,644 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 105,781 | $786.3 萬 | 2.3% | −433−0.4% | 減碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 220,301 | $680.7 萬 | 2.0% | −645−0.3% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 165,669 | $581.7 萬 | 1.7% | −1,592−1.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,605 | $486.5 萬 | 1.4% | −105−0.6% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 146,552 | $479.4 萬 | 1.4% | −290−0.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 47,029 | $468.6 萬 | 1.4% | −343−0.7% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 16,134 | $456.9 萬 | 1.3% | +16,134 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,902 | $440.0 萬 | 1.3% | −98−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,875 | $426.6 萬 | 1.3% | +4,064+84.5% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 67,065 | $417.1 萬 | 1.2% | −592−0.9% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 113,366 | $384.4 萬 | 1.1% | −191−0.2% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 121,283 | $384.1 萬 | 1.1% | +14,644+13.7% | 加碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 107,627 | $331.4 萬 | 1.0% | −480.0% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 108,117 | $322.7 萬 | 0.9% | +88,886+462.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 21,198 | $285.6 萬 | 0.8% | +145+0.7% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 6,206 | $276.4 萬 | 0.8% | −45−0.7% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,082 | $275.3 萬 | 0.8% | −235−1.2% | 減碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 75,642 | $266.8 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 40,637 | $254.5 萬 | 0.7% | −1,583−3.7% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 74,769 | $248.8 萬 | 0.7% | −186−0.2% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 77,248 | $241.0 萬 | 0.7% | −192−0.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 21,017 | $229.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,608 | $201.9 萬 | 0.6% | −1,157−5.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,213 | $189.6 萬 | 0.6% | +9,213 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 17,542 | $186.5 萬 | 0.5% | +17,542 | 新進 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 50,089 | $181.5 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 35,750 | $179.1 萬 | 0.5% | −2,276−6.0% | 減碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 51,004 | $172.2 萬 | 0.5% | −344−0.7% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 13,268 | $168.5 萬 | 0.5% | −33−0.2% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 7,421 | $167.7 萬 | 0.5% | +7,421 | 新進 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 34,493 | $160.9 萬 | 0.5% | −1,436−4.0% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 24,012 | $153.6 萬 | 0.5% | −68−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,388 | $149.4 萬 | 0.4% | +929+26.9% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 39,259 | $148.1 萬 | 0.4% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 32,485 | $147.2 萬 | 0.4% | +32,105+8,448.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 41,385 | $141.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 19,612 | $132.4 萬 | 0.4% | −1,325−6.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,796 | $120.6 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 35,125 | $120.2 萬 | 0.4% | −55,162−61.1% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,476 | $116.1 萬 | 0.3% | −139−0.8% | 減碼 | – |
| ATVIActivision Blizzard, Inc. | COM | 10,822 | $91.2 萬 | 0.3% | +10,692+8,224.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 24,387 | $87.3 萬 | 0.3% | −4,305−15.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,484 | $87.0 萬 | 0.3% | +1,228+37.7% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,312 | $81.9 萬 | 0.2% | +6,312 | 新進 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 24,365 | $81.5 萬 | 0.2% | −17,889−42.3% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 14,642 | $80.5 萬 | 0.2% | −466−3.1% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 13,912 | $70.7 萬 | 0.2% | +62+0.4% | 加碼 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 20,069 | $69.1 萬 | 0.2% | −3,104−13.4% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 18,831 | $66.6 萬 | 0.2% | 00.0% | 不變 | – |
| FSKFS KKR Capital Corp | COM | 32,424 | $62.2 萬 | 0.2% | −740−2.2% | 減碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 5,881 | $57.7 萬 | 0.2% | +64+1.1% | 加碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 15,091 | $56.0 萬 | 0.2% | −312−2.0% | 減碼 | – |
| WERNWerner Enterprises Inc | COM | 11,401 | $50.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 1,840 | $48.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 10,463 | $47.6 萬 | 0.1% | −809−7.2% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,031 | $45.7 萬 | 0.1% | −146−12.4% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 4,745 | $45.5 萬 | 0.1% | +69+1.5% | 加碼 | – |
| HRLHormel Foods Corp | COM | 11,076 | $44.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,621 | $43.3 萬 | 0.1% | +1,528+73.0% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 18,844 | $43.2 萬 | 0.1% | −593−3.1% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 9,655 | $43.0 萬 | 0.1% | −185−1.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,325 | $38.0 萬 | 0.1% | +1,192+896.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 892 | $36.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,766 | $34.6 萬 | 0.1% | +290+6.5% | 加碼 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 10,118 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| LWLamb Weston Holdings, Inc. | Stock | 2,971 | $34.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,388 | $31.1 萬 | 0.1% | +28+1.2% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 9,120 | $30.8 萬 | 0.1% | −364−3.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,521 | $30.5 萬 | 0.1% | −105−2.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,555 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,259 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,191 | $24.4 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,767 | $24.1 萬 | 0.1% | −200−4.0% | 減碼 | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 6,000 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,542 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 416 | $21.7 萬 | 0.1% | −3,772−90.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,005 | $21.7 萬 | 0.1% | −34−1.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,100 | $20.5 萬 | 0.1% | −82−3.8% | 減碼 | – |
| Innovator ETFs Tr45783Y590 | PREM INCM 40 BAR | 8,200 | $20.1 萬 | 0.1% | +8,200 | 新進 | – |
| LOANManhattan Bridge Capital, Inc | REIT | 130,040 | $13.0 萬 | <0.1% | −15,202−10.5% | 減碼 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 40,000 | $7.44 萬 | <0.1% | +40,000 | 新進 | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 10,000 | $4.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（406 檔）
2023 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 406 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 158,203 | $1,601 萬 | 4.4% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 97,843 | $1,039 萬 | 2.8% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 147,974 | $1,002 萬 | 2.7% | – |
| MCKMcKesson Corp | Stock | 12,650 | $450.4 萬 | 1.2% | 歷史 |
| MTDMettler Toledo International Inc | COM | 2,797 | $428.0 萬 | 1.2% | 歷史 |
| NVDANVIDIA Corp | Stock | 15,211 | $422.5 萬 | 1.2% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 6,935 | $347.1 萬 | 1.0% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 40,261 | $337.3 萬 | 0.9% | 歷史 |
| ILMNIllumina, Inc. | COM | 11,110 | $258.4 萬 | 0.7% | 歷史 |
| MRNAModerna, Inc. | Stock | 16,820 | $258.3 萬 | 0.7% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 5,040 | $252.0 萬 | 0.7% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 10,084 | $249.6 萬 | 0.7% | 歷史 |
| CORCencora, Inc. | Stock | 15,203 | $243.4 萬 | 0.7% | 歷史 |
| BSXBoston Scientific Corp | Stock | 48,337 | $241.8 萬 | 0.7% | 歷史 |
| CAHCardinal Health Inc | Stock | 31,868 | $240.6 萬 | 0.7% | 歷史 |
| CICigna Group | Stock | 8,148 | $208.2 萬 | 0.6% | 歷史 |
| INTCIntel Corp | Stock | 61,250 | $200.1 萬 | 0.5% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 43,623 | $188.9 萬 | 0.5% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,106 | $185.6 萬 | 0.5% | 歷史 |
| CDWCDW Corp | COM | 9,259 | $180.4 萬 | 0.5% | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,947 | $176.5 萬 | 0.5% | 歷史 |
| PAYXPaychex Inc | Stock | 15,353 | $175.9 萬 | 0.5% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 8,238 | $173.1 萬 | 0.5% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 7,514 | $167.3 萬 | 0.5% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 7,672 | $161.3 萬 | 0.4% | 歷史 |
| TDGTransDigm Group INC | COM | 1,541 | $113.6 萬 | 0.3% | 歷史 |
| CMICummins Inc | Stock | 4,747 | $113.4 萬 | 0.3% | 歷史 |
| CEGConstellation Energy Corp | Stock | 13,767 | $108.1 萬 | 0.3% | 歷史 |
| ETREntergy Corp | COM | 6,684 | $72.0 萬 | 0.2% | 歷史 |
| PCGPG&E Corp | Stock | 43,777 | $70.8 萬 | 0.2% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,783 | $63.5 萬 | 0.2% | 歷史 |
| LUVSouthwest Airlines Co | COM | 19,143 | $62.3 萬 | 0.2% | 歷史 |
| PCARPaccar Inc | COM | 8,456 | $61.9 萬 | 0.2% | 歷史 |
| HEIHeico Corp | COM | 3,565 | $61.0 萬 | 0.2% | 歷史 |
| IRIngersoll Rand Inc. | COM | 10,335 | $60.1 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 6,117 | $58.5 萬 | 0.2% | 歷史 |
| XYLXylem Inc. | COM | 5,580 | $58.4 萬 | 0.2% | 歷史 |
| IEXIdex Corp | COM | 2,459 | $56.8 萬 | 0.2% | 歷史 |
| AMEAmetek Inc | COM | 3,906 | $56.8 萬 | 0.2% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,590 | $54.2 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 2,835 | $52.2 萬 | 0.1% | 歷史 |
| EIXEdison International | Stock | 5,590 | $39.5 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 21,506 | $37.7 萬 | 0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 12,649 | $37.3 萬 | 0.1% | 歷史 |
| AGRAvangrid, Inc. | COM | 9,290 | $37.0 萬 | 0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 4,961 | $36.2 萬 | 0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 6,736 | $36.0 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 3,541 | $34.2 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 5,344 | $34.0 萬 | 0.1% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,380 | $23.5 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 5,888 | $18.8 萬 | 0.1% | – |
| VVisa Inc. | Stock | 799 | $18.0 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 835 | $16.7 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 850 | $16.5 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 2,950 | $16.4 萬 | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,488 | $16.4 萬 | <0.1% | – |
| COPConocoPhillips | Stock | 1,641 | $16.3 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 4,865 | $16.3 萬 | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 335 | $15.8 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 4,808 | $15.6 萬 | <0.1% | – |
| SYKStryker Corp | Stock | 538 | $15.4 萬 | <0.1% | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 4,524 | $15.3 萬 | <0.1% | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 4,065 | $15.2 萬 | <0.1% | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 4,694 | $14.8 萬 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,695 | $14.6 萬 | <0.1% | – |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 1,380 | $14.6 萬 | <0.1% | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,214 | $14.1 萬 | <0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 906 | $13.8 萬 | <0.1% | – |
| DHRDanaher Corp | Stock | 544 | $13.7 萬 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 814 | $13.4 萬 | <0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 854 | $13.2 萬 | <0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 185 | $12.7 萬 | <0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 849 | $12.6 萬 | <0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,360 | $12.3 萬 | <0.1% | – |
| SCHWSchwab Charles Corp | Stock | 2,309 | $12.1 萬 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,202 | $11.9 萬 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,439 | $11.9 萬 | <0.1% | – |
| KOCoca Cola Co | Stock | 1,736 | $10.8 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 978 | $10.2 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 985 | $10.1 萬 | <0.1% | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 1,131 | $10.0 萬 | <0.1% | – |
| XOMExxonMobil Holdings Corp | COM | 892 | $9.78 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 145 | $9.71 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 3,715 | $9.58 萬 | <0.1% | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 1,912 | $9.57 萬 | <0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 421 | $8.59 萬 | <0.1% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 2,515 | $8.48 萬 | <0.1% | – |
| CVSCVS Health Corp | Stock | 1,139 | $8.46 萬 | <0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 155 | $7.70 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,896 | $7.48 萬 | <0.1% | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 1,225 | $7.47 萬 | <0.1% | – |
| CTVACorteva, Inc. | Stock | 1,236 | $7.45 萬 | <0.1% | 歷史 |
| DEDeere & Co | Stock | 176 | $7.28 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 380 | $7.26 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,981 | $7.14 萬 | <0.1% | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 979 | $7.03 萬 | <0.1% | – |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 1,453 | $6.70 萬 | <0.1% | – |
| FASTFastenal Co | Stock | 1,214 | $6.55 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 860 | $6.53 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 168 | $6.47 萬 | <0.1% | 歷史 |