Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/26 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 101
- 較 2023 年第 4 季 −481
- 總值
- $2.04 億
- 較 2023 年第 4 季 −$985.3 萬 (−4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 296,303 | $2,664 萬 | 13.1% | +1,628+0.6% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 343,112 | $2,312 萬 | 11.3% | +2,228+0.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 145,968 | $1,683 萬 | 8.3% | −1,848−1.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 296,751 | $1,352 萬 | 6.6% | +862+0.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 155,162 | $1,170 萬 | 5.7% | −2,443−1.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 101,109 | $1,077 萬 | 5.3% | +1,233+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 245,882 | $1,023 萬 | 5.0% | +1,579+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194,040 | $973.5 萬 | 4.8% | +3,688+1.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,182 | $807.3 萬 | 4.0% | +217+1.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 86,984 | $645.6 萬 | 3.2% | −185−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 111,988 | $551.4 萬 | 2.7% | +1,149+1.0% | 加碼 | – |
| ESTCElastic N.V. | ORD SHS | 54,740 | $548.7 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 45,048 | $398.4 萬 | 2.0% | −222−0.5% | 減碼 | – |
| iShares Inc464286343 | US PWR INFRA ETF | 112,034 | $297.1 萬 | 1.5% | −883−0.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 16,868 | $289.3 萬 | 1.4% | +98+0.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,580 | $278.5 萬 | 1.4% | +154+4.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,500 | $228.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 31,339 | $191.3 萬 | 0.9% | +987+3.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,943 | $165.9 萬 | 0.8% | +37+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,962 | $146.4 萬 | 0.7% | +15+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 1,328 | $120.0 萬 | 0.6% | +499+60.2% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 38,146 | $118.7 萬 | 0.6% | +22+0.1% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,352 | $100.3 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 8,059 | $99.3 萬 | 0.5% | −508−5.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,916 | $93.0 萬 | 0.5% | +10+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,799 | $91.2 萬 | 0.4% | +463+4.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 22,636 | $88.3 萬 | 0.4% | +1,413+6.7% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 7,844 | $84.3 萬 | 0.4% | −293−3.6% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,163 | $82.1 萬 | 0.4% | −427−5.0% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 15,203 | $81.8 萬 | 0.4% | +399+2.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,915 | $80.5 萬 | 0.4% | −371−16.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,487 | $78.2 萬 | 0.4% | +7+0.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 15,456 | $74.5 萬 | 0.4% | +711+4.8% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 16,941 | $73.5 萬 | 0.4% | +54+0.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,738 | $71.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 15,794 | $69.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,839 | $65.8 萬 | 0.3% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 4,273 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,834 | $62.2 萬 | 0.3% | −82−2.1% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 21,648 | $60.7 萬 | 0.3% | −1,546−6.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,056 | $59.3 萬 | 0.3% | −41−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,698 | $58.5 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,563 | $58.0 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,015 | $56.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,097 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,884 | $53.7 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,343 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,640 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 617 | $45.2 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,862 | $45.2 萬 | 0.2% | −24−0.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,423 | $44.2 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 672 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 833 | $43.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $42.9 萬 | 0.2% | 00.0% | 不變 | – |
| DHIHorton D R Inc | COM | 2,359 | $38.8 萬 | 0.2% | +200+9.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,315 | $38.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,720 | $38.1 萬 | 0.2% | +195+4.3% | 加碼 | – |
| PHMPultegroup Inc | COM | 3,057 | $36.9 萬 | 0.2% | +300+10.9% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,171 | $36.6 萬 | 0.2% | +1,171 | 新進 | 歷史 |
| NUENucor Corp | COM | 1,761 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 678 | $34.2 萬 | 0.2% | +9+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 567 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,477 | $31.4 萬 | 0.2% | +200+2.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 750 | $31.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 5,148 | $31.0 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,192 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 538 | $28.9 萬 | 0.1% | +538 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,288 | $28.3 萬 | 0.1% | +1,412+75.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,365 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 7,417 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 2,154 | $27.7 萬 | 0.1% | +276+14.7% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,226 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,979 | $25.2 萬 | 0.1% | −4−0.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,206 | $25.1 萬 | 0.1% | −300−12.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 895 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 659 | $24.1 萬 | 0.1% | +88+15.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,530 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,267 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| SNASnap-on Inc | COM | 795 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,549 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 1,786 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,188 | $22.5 萬 | 0.1% | +163+15.9% | 加碼 | 歷史 |
| TMToyota Motor Corp | ADS | 895 | $22.5 萬 | 0.1% | +115+14.7% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 234 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,512 | $22.5 萬 | 0.1% | −1,200−21.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 8,115 | $22.5 萬 | 0.1% | −93−1.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,278 | $22.3 萬 | 0.1% | +250+24.3% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,669 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 1,269 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 2,307 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 685 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,587 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| FASTFastenal Co | Stock | 2,700 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,388 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 1,000 | $20.5 萬 | 0.1% | +35+3.6% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,065 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,025 | $20.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,224 | $20.1 萬 | 0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | $3,488 | – |
2023 年第 4 季之後清倉（483 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 483 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 |
|---|---|---|---|---|---|
| RIORio Tinto PLC | ADR | 2,797 | $20.8 萬 | 0.1% | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $19.8 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 2,780 | $18.7 萬 | 0.1% | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,259 | $18.6 萬 | 0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 3,683 | $18.3 萬 | 0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,373 | $18.3 萬 | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 2,242 | $18.2 萬 | 0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 3,600 | $18.0 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 414 | $17.7 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 2,576 | $17.6 萬 | 0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,560 | $17.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $17.4 萬 | 0.1% | – |
| RFRegions Financial Corp | COM | 8,884 | $17.2 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,070 | $16.8 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,034 | $16.5 萬 | 0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 8,000 | $16.3 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 336 | $16.3 萬 | 0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 2,779 | $16.1 萬 | 0.1% | – |
| EOGEOG Resources Inc | Stock | 1,315 | $15.9 萬 | 0.1% | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,570 | $15.9 萬 | 0.1% | – |
| AMZNAmazon Com Inc | Stock | 1,043 | $15.8 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 2,325 | $15.3 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,166 | $15.3 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 2,975 | $15.2 萬 | 0.1% | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 2,645 | $14.6 萬 | 0.1% | – |
| iShares Tr464288752 | US HOME CONS ETF | 1,439 | $14.6 萬 | 0.1% | – |
| TOLToll Brothers, Inc. | COM | 1,404 | $14.4 萬 | 0.1% | 歷史 |
| MTHMeritage Homes CORP | COM | 825 | $14.4 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 2,895 | $14.2 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 913 | $14.2 萬 | 0.1% | – |
| SYFSynchrony Financial | COM | 3,690 | $14.1 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 623 | $14.1 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 179 | $14.0 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 954 | $13.8 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,960 | $13.7 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 979 | $13.7 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $13.6 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 541 | $13.4 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 867 | $13.4 萬 | 0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,289 | $13.3 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 950 | $13.1 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 980 | $13.0 萬 | 0.1% | 歷史 |
| MYRGMyr Group Inc. | COM | 900 | $13.0 萬 | 0.1% | 歷史 |
| PVHPVH Corp. | COM | 1,065 | $13.0 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,340 | $13.0 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,354 | $13.0 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,909 | $13.0 萬 | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 275 | $13.0 萬 | 0.1% | 歷史 |
| MDCSekisui House U.S., Inc. | COM | 2,347 | $13.0 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 1,814 | $13.0 萬 | 0.1% | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 2,000 | $12.9 萬 | 0.1% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 2,174 | $12.8 萬 | 0.1% | – |
| ESNTEssent Group Ltd. | COM | 2,385 | $12.6 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 2,876 | $12.6 萬 | 0.1% | – |
| PLDPrologis, Inc. | REIT | 922 | $12.3 萬 | 0.1% | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 2,360 | $12.3 萬 | 0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,500 | $12.1 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,190 | $12.0 萬 | 0.1% | – |
| AFLAflac Inc | Stock | 1,450 | $12.0 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 75 | $11.8 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 330 | $11.6 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,478 | $11.5 萬 | 0.1% | – |
| TPHTri Pointe Homes, Inc. | COM | 3,200 | $11.3 萬 | 0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 300 | $11.2 萬 | 0.1% | 歷史 |
| MATXMatson, Inc. | COM | 1,020 | $11.2 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,353 | $11.1 萬 | 0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 203 | $11.1 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,025 | $11.0 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 649 | $11.0 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,738 | $11.0 萬 | 0.1% | – |
| CALMCal-Maine Foods Inc | COM NEW | 1,910 | $11.0 萬 | 0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 144 | $10.9 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 355 | $10.8 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 210 | $10.8 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 2,920 | $10.8 萬 | 0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 878 | $10.8 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 237 | $10.7 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 675 | $10.7 萬 | 0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 3,065 | $10.7 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 1,375 | $10.7 萬 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 1,800 | $10.6 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 2,160 | $10.6 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 220 | $10.5 萬 | <0.1% | 歷史 |
| FFBCFirst Financial Bancorp | COM | 4,240 | $10.1 萬 | <0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 1,543 | $10.0 萬 | <0.1% | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 1,872 | $9.88 萬 | <0.1% | – |
| EMNEastman Chemical Co | Stock | 1,100 | $9.88 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 2,920 | $9.85 萬 | <0.1% | – |
| ADMArcher-Daniels-Midland Co | Stock | 1,360 | $9.82 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 434 | $9.76 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 480 | $9.69 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 885 | $9.60 萬 | <0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 1,100 | $9.52 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 1,000 | $9.51 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 1,832 | $9.42 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 1,535 | $9.38 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 1,825 | $9.26 萬 | <0.1% | – |
| AEMAgnico Eagle Mines Ltd | Stock | 1,688 | $9.26 萬 | <0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,600 | $9.22 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 750 | $9.10 萬 | <0.1% | 歷史 |