Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 110
- 較 2024 年第 3 季 −550
- 總值
- $2.45 億
- 較 2024 年第 3 季 −$116.3 萬 (−0.5%)
| 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 | 292,121 | $2,709 萬 | 11.1% | −4,948−1.7% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,043,863 | $2,472 萬 | 10.1% | +8,920+0.9% | 加碼依 3 比 1 拆股換算 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 461,898 | $2,107 萬 | 8.6% | +148,726+47.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 148,154 | $1,906 萬 | 7.8% | +1,379+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 32,360 | $1,654 萬 | 6.8% | +14,071+76.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 114,970 | $1,154 萬 | 4.7% | +106,717+1,293.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 240,583 | $1,039 萬 | 4.2% | −8,723−3.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 96,237 | $1,009 萬 | 4.1% | −7,529−7.3% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 100,540 | $970.5 萬 | 4.0% | +100,285+39,327.5% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 88,824 | $624.3 萬 | 2.6% | +1,532+1.8% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 96,445 | $598.3 萬 | 2.4% | +96,087+26,839.9% | 加碼 | – |
| BlackRock ETF Trust II iShares Larg Cap Added092528801 | ETF | 181,864 | $555.4 萬 | 2.3% | +181,864 | 新進 | – |
| ESTCElastic N.V. | ORD SHS | 53,665 | $531.7 萬 | 2.2% | −1,075−2.0% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 48,202 | $483.6 萬 | 2.0% | +42,241+708.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 63,279 | $472.9 萬 | 1.9% | −94,829−60.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,900 | $448.3 萬 | 1.8% | −2,242−11.1% | 減碼 | 歷史 |
| Tidal Trust II88636J816 | RETURN STCKD US | 125,480 | $299.9 萬 | 1.2% | +125,480 | 新進 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 111,897 | $254.0 萬 | 1.0% | +2,973+2.7% | 加碼依 3 比 1 拆股換算 | – |
| ITWIllinois Tool Works Inc | Stock | 8,157 | $206.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,610 | $201.5 萬 | 0.8% | −303−10.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,445 | $187.3 萬 | 0.8% | +20.0% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 80,967 | $184.9 萬 | 0.8% | −31,208−27.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,583 | $178.5 萬 | 0.7% | +7,887+81.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 12,440 | $167.1 萬 | 0.7% | +575+4.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,988 | $154.4 萬 | 0.6% | −11−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 56,845 | $147.0 萬 | 0.6% | −177,535−75.7% | 減碼依 2 比 1 拆股換算 | – |
| iShares Select Dividend ETF464287168 | ETF | 9,871 | $129.6 萬 | 0.5% | +2,108+27.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,906 | $111.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,354 | $110.8 萬 | 0.5% | +10.0% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 17,364 | $104.8 萬 | 0.4% | −606−3.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 55,705 | $103.1 萬 | 0.4% | +3,713+7.1% | 加碼依 2 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,483 | $87.3 萬 | 0.4% | −6−0.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,915 | $86.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,758 | $82.6 萬 | 0.3% | −9−0.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,173 | $82.1 萬 | 0.3% | −185,208−91.5% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 33,648 | $81.0 萬 | 0.3% | +1,218+3.8% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 18,081 | $77.6 萬 | 0.3% | +746+4.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,073 | $77.6 萬 | 0.3% | −200−4.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,061 | $75.2 萬 | 0.3% | −37−0.5% | 減碼 | – |
| AXONAxon Enterprise, Inc. | COM | 1,171 | $69.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,923 | $68.1 萬 | 0.3% | +33+0.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,840 | $64.4 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,491 | $62.2 萬 | 0.3% | +1,885+117.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,563 | $60.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,100 | $59.1 萬 | 0.2% | −76−1.2% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 5,324 | $58.8 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 21,487 | $58.8 萬 | 0.2% | +540+2.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,015 | $58.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,218 | $58.0 萬 | 0.2% | +1,739+8.9% | 加碼依 3 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 6,330 | $57.1 萬 | 0.2% | −39,092−86.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,343 | $56.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,637 | $52.6 萬 | 0.2% | −733−16.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,420 | $49.0 萬 | 0.2% | −620−10.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 833 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 524 | $48.0 萬 | 0.2% | −60−10.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,303 | $47.8 萬 | 0.2% | +107+3.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,423 | $47.5 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,492 | $47.1 萬 | 0.2% | −180−10.8% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 14,480 | $43.9 萬 | 0.2% | −8,018−35.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,964 | $42.6 萬 | 0.2% | −125−3.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 672 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,942 | $42.1 萬 | 0.2% | 00.0% | 不變 | – |
| CALMCal-Maine Foods Inc | COM NEW | 4,060 | $41.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 924 | $37.3 萬 | 0.2% | −79−7.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,994 | $35.5 萬 | 0.1% | −878−12.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,563 | $35.4 萬 | 0.1% | −438−10.9% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,372 | $34.9 萬 | 0.1% | +1,495+21.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 600 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 7,698 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 2,414 | $33.8 萬 | 0.1% | −140−5.5% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 3,057 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 950 | $32.3 萬 | 0.1% | +50+5.6% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,549 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 553 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 2,106 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 669 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,154 | $29.7 萬 | 0.1% | +645+6.1% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 567 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,157 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 2,307 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 947 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 3,279 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,909 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,368 | $27.2 萬 | 0.1% | +1,049+24.3% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 1,438 | $27.0 萬 | 0.1% | −100−6.5% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,188 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 953 | $26.3 萬 | 0.1% | +60+6.7% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 10,919 | $25.7 萬 | 0.1% | +835+8.3% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,068 | $24.4 萬 | 0.1% | −1,150−18.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,141 | $24.2 萬 | 0.1% | −215−9.1% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,267 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 663 | $24.1 萬 | 0.1% | +4+0.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 2,059 | $24.0 萬 | 0.1% | −85−4.0% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 3,690 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 1,225 | $23.8 萬 | 0.1% | +125+11.4% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 3,977 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 895 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 5,569 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,015 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,200 | $22.2 萬 | 0.1% | +240+25.0% | 加碼 | 歷史 |
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 | $329.6 萬 | – |
2024 年第 3 季之後清倉（552 檔）
2024 年第 3 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 552 檔。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,884 | $54.1 萬 | 0.2% | – |
| NVONovo Nordisk A S | ADR | 2,429 | $28.9 萬 | 0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,042 | $28.8 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 11,444 | $26.8 萬 | 0.1% | 歷史 |
| RIORio Tinto PLC | ADR | 3,587 | $25.5 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 241 | $25.3 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 3,540 | $22.9 萬 | 0.1% | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 2,710 | $22.6 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,186 | $22.4 萬 | 0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,444 | $22.3 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $21.4 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 1,852 | $21.4 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 3,371 | $20.9 萬 | 0.1% | 歷史 |
| ORealty Income Corp | REIT | 3,245 | $20.6 萬 | 0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,835 | $19.6 萬 | 0.1% | – |
| MTHMeritage Homes CORP | COM | 945 | $19.4 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 2,700 | $19.3 萬 | 0.1% | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 990 | $18.9 萬 | 0.1% | 歷史 |
| COPConocoPhillips | Stock | 1,786 | $18.8 萬 | 0.1% | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,200 | $18.6 萬 | 0.1% | – |
| EOGEOG Resources Inc | Stock | 1,470 | $18.1 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,166 | $17.9 萬 | 0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 1,975 | $17.6 萬 | 0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,388 | $17.5 萬 | 0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 1,370 | $17.4 萬 | 0.1% | – |
| VLOValero Energy Corp | Stock | 1,269 | $17.1 萬 | 0.1% | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,570 | $17.1 萬 | 0.1% | – |
| SHELShell plc | ADR | 2,565 | $16.9 萬 | 0.1% | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 2,816 | $16.8 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 985 | $16.8 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,682 | $16.4 萬 | 0.1% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 979 | $16.2 萬 | 0.1% | 歷史 |
| AFLAflac Inc | Stock | 1,450 | $16.2 萬 | 0.1% | 歷史 |
| BKEBuckle Inc | COM | 3,645 | $16.0 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,960 | $15.8 萬 | 0.1% | – |
| CEGConstellation Energy Corp | Stock | 604 | $15.7 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 760 | $15.6 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,909 | $15.5 萬 | 0.1% | – |
| ESNTEssent Group Ltd. | COM | 2,385 | $15.3 萬 | 0.1% | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 913 | $15.2 萬 | 0.1% | – |
| HOLXHologic Inc | COM | 1,814 | $14.8 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 950 | $14.7 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 843 | $14.6 萬 | 0.1% | 歷史 |
| MATXMatson, Inc. | COM | 1,020 | $14.5 萬 | 0.1% | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 3,200 | $14.5 萬 | 0.1% | 歷史 |
| INGRIngredion Inc | COM | 1,055 | $14.5 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,190 | $14.5 萬 | 0.1% | – |
| MDUMdu Resources Group Inc | Stock | 5,250 | $14.4 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 275 | $14.3 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 237 | $13.9 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,353 | $13.8 萬 | 0.1% | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 16,250 | $13.7 萬 | 0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 1,688 | $13.6 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,295 | $13.5 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 1,300 | $13.5 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,604 | $13.4 萬 | 0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 878 | $13.3 萬 | 0.1% | – |
| KOCoca Cola Co | Stock | 1,850 | $13.3 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 2,646 | $13.2 萬 | 0.1% | – |
| NVSNovartis AG | ADR | 1,145 | $13.2 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 980 | $12.9 萬 | 0.1% | 歷史 |
| NVRNVR Inc | COM | 13 | $12.8 萬 | 0.1% | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 7,175 | $12.6 萬 | 0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 1,100 | $12.3 萬 | 0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 300 | $12.2 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 1,375 | $12.2 萬 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 171 | $12.1 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ORD | 1,300 | $12.1 萬 | <0.1% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 1,040 | $12.0 萬 | <0.1% | 歷史 |
| PRDOPerdoceo Education Corp | COM | 5,405 | $12.0 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 144 | $12.0 萬 | <0.1% | 歷史 |
| ORCLOracle Corp | Stock | 700 | $11.9 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 3,159 | $11.8 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 1,478 | $11.7 萬 | <0.1% | – |
| LEN.BLennar Corp | CL B | 675 | $11.7 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 330 | $11.7 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 2,260 | $11.5 萬 | <0.1% | – |
| HLIHoulihan Lokey, Inc. | CL A | 722 | $11.4 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 478 | $11.3 萬 | <0.1% | – |
| CPRTCopart Inc | COM | 2,160 | $11.3 萬 | <0.1% | 歷史 |
| ROPRoper Technologies Inc | Stock | 203 | $11.3 萬 | <0.1% | 歷史 |
| FFBCFirst Financial Bancorp | COM | 4,415 | $11.1 萬 | <0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 649 | $11.0 萬 | <0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 135 | $10.9 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 1,535 | $10.8 萬 | <0.1% | – |
| PVHPVH Corp. | COM | 1,065 | $10.7 萬 | <0.1% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 1,115 | $10.7 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,325 | $10.7 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 1,825 | $10.6 萬 | <0.1% | – |
| SNPSSynopsys Inc | COM | 210 | $10.6 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,555 | $10.6 萬 | <0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 3,065 | $10.4 萬 | <0.1% | 歷史 |
| UEUrban Edge Properties | COM | 4,815 | $10.3 萬 | <0.1% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 1,978 | $10.2 萬 | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 8,000 | $10.2 萬 | <0.1% | 歷史 |
| JNPRJuniper Networks Inc | COM | 2,600 | $10.1 萬 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,025 | $10.1 萬 | <0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 220 | $10.1 萬 | <0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 675 | $10.1 萬 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 544 | $10.1 萬 | <0.1% | 歷史 |