True Link Financial Advisors, LLC
- SEC CIK
- 0001846236
- 最新申報
- 2026/7/31
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/19 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 726
- 較 2021 年第 1 季 +26
- 總值
- $6.82 億
- 較 2021 年第 1 季 −$787.9 萬 (−1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,617,234 | $1.33 億 | 19.5% | +459,853+39.7% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,105,478 | $6,059 萬 | 8.9% | +193,966+21.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 615,760 | $5,539 萬 | 8.1% | −5,966−1.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 104,004 | $4,471 萬 | 6.6% | −32,947−24.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 401,760 | $3,956 萬 | 5.8% | −24,337−5.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 288,577 | $2,850 萬 | 4.2% | +5,530+2.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 366,033 | $2,740 萬 | 4.0% | +37,696+11.5% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 172,922 | $2,214 萬 | 3.2% | +23,729+15.9% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 403,339 | $2,153 萬 | 3.2% | +24,483+6.5% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 322,284 | $1,455 萬 | 2.1% | −25,928−7.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 232,167 | $1,326 萬 | 1.9% | −2,232−1.0% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 116,377 | $1,223 萬 | 1.8% | +21,388+22.5% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 161,284 | $1,211 萬 | 1.8% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 92,863 | $996.2 萬 | 1.5% | −2,675−2.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 138,074 | $936.3 萬 | 1.4% | −10,841−7.3% | 減碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 14,136 | $477.1 萬 | 0.7% | −10,523−42.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 63,561 | $467.9 萬 | 0.7% | +6,600+11.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 89,866 | $457.4 萬 | 0.7% | +3,000+3.5% | 加碼 | – |
| ROSTRoss Stores, Inc. | COM | 391,257 | $452.2 萬 | 0.7% | +4,246+1.1% | 加碼 | 歷史 |
| JPMorgan Hedged Equity Fund I46637K281 | Com | 127,078 | $330.1 萬 | 0.5% | +225+0.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 47,011 | $314.9 萬 | 0.5% | +2,452+5.5% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 15,260 | $306.3 萬 | 0.4% | +44+0.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 29,660 | $294.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 20,857 | $280.2 萬 | 0.4% | −72,144−77.6% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 20,864 | $276.7 萬 | 0.4% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 30,151 | $275.8 萬 | 0.4% | +3,000+11.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 23,666 | $256.1 萬 | 0.4% | +2,125+9.9% | 加碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 18,648 | $248.2 萬 | 0.4% | −1,505−7.5% | 減碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 49,193 | $238.6 萬 | 0.4% | −100.0% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 6,606 | $238.5 萬 | 0.3% | −6,753−50.6% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 29,651 | $233.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 26,591 | $229.1 萬 | 0.3% | −58,449−68.7% | 減碼 | – |
| Vanguard Short-Term Federal-Adm922031844 | Com | 206,828 | $226.3 萬 | 0.3% | +343+0.2% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 43,861 | $225.0 萬 | 0.3% | +4,975+12.8% | 加碼 | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 21,812 | $219.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 28,930 | $218.5 萬 | 0.3% | −250−0.9% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,311 | $217.3 萬 | 0.3% | +3,000+16.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 20,012 | $212.7 萬 | 0.3% | +2,250+12.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 34,737 | $211.6 萬 | 0.3% | 00.0% | 不變 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 65,999 | $198.1 萬 | 0.3% | +5,000+8.2% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 7,995 | $193.5 萬 | 0.3% | −2,698−25.2% | 減碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 47,394 | $188.6 萬 | 0.3% | 00.0% | 不變 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 132,824 | $186.9 萬 | 0.3% | −100−0.1% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 16,842 | $173.5 萬 | 0.3% | −96,605−85.2% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 53,734 | $164.7 萬 | 0.2% | +5,000+10.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 31,600 | $160.3 萬 | 0.2% | +5,000+18.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 23,940 | $147.1 萬 | 0.2% | −48,731−67.1% | 減碼 | – |
| Vanguard922042841 | EMRGMKT IDX FD | 32,477 | $146.5 萬 | 0.2% | −8,068−19.9% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 22,688 | $145.6 萬 | 0.2% | −509−2.2% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 47,475 | $145.5 萬 | 0.2% | 00.0% | 不變 | – |
| IVZInvesco Ltd. | cs | 26,418 | $141.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 25,376 | $139.8 萬 | 0.2% | +2,251+9.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 29,079 | $136.4 萬 | 0.2% | 00.0% | 不變 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 33,440 | $134.8 萬 | 0.2% | +6,657+24.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 45,865 | $122.0 萬 | 0.2% | −227−0.5% | 減碼 | – |
| Schwab4812C0381 | mn | 1,115,047 | $111.5 萬 | 0.2% | −84,971−7.1% | 減碼 | – |
| Advisorshares Tr00768Y727 | NEWFLT MULSINC | 22,606 | $110.4 萬 | 0.2% | 00.0% | 不變 | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 50,768 | $107.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Amazon023135AN6 | cb | – | $106.9 萬 | 0.2% | – | – | – |
| Schwab808515696 | Cash Sweep | 1,028,086 | $102.8 萬 | 0.2% | +780.0% | 加碼 | – |
| iShares Tr46435G342 | MORTGE REL ETF | 27,195 | $100.9 萬 | 0.1% | −15−0.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 46,322 | $100.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Inst922040100 | ETF | 2,603 | $97.7 萬 | 0.1% | +9+0.3% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,224 | $89.8 萬 | 0.1% | −185−2.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,641 | $86.3 萬 | 0.1% | −20.0% | 減碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 30,880 | $85.6 萬 | 0.1% | 00.0% | 不變 | – |
| Societe Generale S83367TBG3 | cb | – | $84.4 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,950 | $82.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR25156G400 | cs | 1,835 | $78.5 萬 | 0.1% | 00.0% | 不變 | – |
| Automatic Data053015AE3 | cb | – | $70.1 萬 | 0.1% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 13,000 | $65.3 萬 | 0.1% | +5,000+62.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,819 | $58.6 萬 | 0.1% | −261−3.7% | 減碼 | – |
| Assured Gty US Hldgs Inc Note M/W CLBL04621WAC4 | cb | – | $58.6 萬 | 0.1% | – | – | – |
| iShares Tr464287788 | U.S. FINLS ETF | 6,550 | $53.1 萬 | 0.1% | −8,330−56.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,574 | $52.8 萬 | 0.1% | −1,364−23.0% | 減碼 | – |
| Express Scripts Hol30219GAQ1 | cb | – | $52.3 萬 | 0.1% | – | – | – |
| Public Storage74460DAB5 | cb | – | $51.1 萬 | 0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,427 | $50.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,305 | $50.0 萬 | 0.1% | −2,011−24.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,024 | $49.8 萬 | 0.1% | 00.0% | 不變 | – |
| Block Finl LLC093662AE4 | cb | – | $49.8 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,133 | $48.8 萬 | 0.1% | −47−0.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,995 | $46.3 萬 | 0.1% | −154−1.7% | 減碼 | – |
| AFLAflac Inc | cb | – | $43.8 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | cb | – | $43.0 萬 | 0.1% | – | – | 歷史 |
| Bayer US Fin LL07274EAG8 | cb | – | $43.0 萬 | 0.1% | – | – | – |
| MOSMosaic Co | cb | – | $42.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard921937801 | MUTUAL FUNDS - | 35,150 | $42.8 萬 | 0.1% | +168+0.5% | 加碼 | – |
| MRKMerck & Co., Inc. | cb | – | $42.6 萬 | 0.1% | – | – | 歷史 |
| Metropolitan West Total Return BD I592905509 | FIXED | 38,030 | $41.8 萬 | 0.1% | −17,264−31.2% | 減碼 | – |
| Fidelity Contrafund316071109 | COM | 22,229 | $41.7 萬 | 0.1% | −9,506−30.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,517 | $41.1 萬 | 0.1% | −5,320−77.8% | 減碼 | 歷史 |
| Toyota Motor Cred89233P5T9 | cb | – | $40.7 萬 | 0.1% | – | – | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 10,439 | $40.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Total Bond MKT Index #584-Adm SH921937603 | Com | 34,445 | $39.0 萬 | 0.1% | +836+2.5% | 加碼 | – |
| AMTAmerican Tower Corp | cb | – | $38.1 萬 | 0.1% | – | – | 歷史 |
| Cigna Corp125509BU2 | cb | – | $37.7 萬 | 0.1% | – | – | – |
| Marathon Petrol56585AAG7 | cb | – | $37.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,584 | $37.6 萬 | 0.1% | −30−1.9% | 減碼 | – |
| MSFTMicrosoft Corp | cb | – | $37.6 萬 | 0.1% | – | – | 歷史 |
2021 年第 1 季之後清倉（120 檔）
2021 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 120 檔。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Gabelli Abc Advisor36239V207 | mf | 229,164 | $242.5 萬 | 0.4% | – |
| THSTreeHouse Foods, Inc. | COM | 17,436 | $91.1 萬 | 0.1% | 歷史 |
| CORCencora, Inc. | Stock | 7,563 | $89.3 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 3,250 | $84.2 萬 | 0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 3,946 | $82.3 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,567 | $78.3 萬 | 0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 6,527 | $73.1 萬 | 0.1% | 歷史 |
| MYGNMyriad Genetics Inc | COM | 23,611 | $71.9 萬 | 0.1% | 歷史 |
| FLEXFlex Ltd. | Stock | 37,500 | $68.7 萬 | 0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 6,002 | $66.4 萬 | 0.1% | 歷史 |
| MOSMosaic Co | COM | 19,900 | $62.9 萬 | 0.1% | 歷史 |
| MDRXVeradigm Inc. | COM | 37,081 | $55.7 萬 | 0.1% | 歷史 |
| HTGCHercules Capital, Inc. | COM | 33,252 | $53.3 萬 | 0.1% | 歷史 |
| Swarthmore Boro Pa870000JF4 | mb | – | $49.8 萬 | 0.1% | – |
| Apache Corp037411BD6 | cb | – | $46.7 萬 | 0.1% | – |
| CICigna Group | Stock | 1,821 | $44.0 萬 | 0.1% | 歷史 |
| Bank of America Corp06051GFB0 | cb | – | $43.7 萬 | 0.1% | – |
| Montana St Board Ho61212WAL9 | mb | – | $43.1 萬 | 0.1% | – |
| DXC Technology C23355LAA4 | cb | – | $41.7 萬 | 0.1% | – |
| General Motors Fi37045XBM7 | cb | – | $40.1 萬 | 0.1% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 766 | $36.5 萬 | 0.1% | 歷史 |
| LLoews Corp | cb | – | $36.4 萬 | 0.1% | 歷史 |
| Baker Hughes Ho05723KAD2 | cb | – | $35.3 萬 | 0.1% | – |
| McCormick & Co Inc579780AL1 | cb | – | $34.5 萬 | 0.1% | – |
| Morgan Stanley61761JVL0 | cb | – | $32.8 萬 | <0.1% | – |
| Virginia St928109YD3 | mb | – | $30.1 萬 | <0.1% | – |
| The Kroger Co501044CZ2 | cb | – | $28.9 萬 | <0.1% | – |
| FLSFlowserve Corp | cb | – | $28.3 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | gm | – | $27.9 萬 | <0.1% | 歷史 |
| COPConocoPhillips | cb | – | $26.6 萬 | <0.1% | 歷史 |
| Pa HSG Fin Agy S708796W52 | mb | – | $26.4 萬 | <0.1% | – |
| Pittaleghny CN724795BA6 | mb | – | $25.9 萬 | <0.1% | – |
| Snyder Cnty Pa Ed833453EA7 | mb | – | $25.8 萬 | <0.1% | – |
| Tech Data Corp Note M/W CLBL878237AG1 | cb | – | $25.8 萬 | <0.1% | – |
| Total System Ser891906AB5 | cb | – | $25.4 萬 | <0.1% | – |
| Benton Wa Regl Pwa083389CB0 | mb | – | $25.3 萬 | <0.1% | – |
| Marriott Intern571903AM5 | cb | – | $25.2 萬 | <0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 3,980 | $21.5 萬 | <0.1% | – |
| Wells Fargo & Company94974BEV8 | cb | – | $20.0 萬 | <0.1% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 3,717 | $18.8 萬 | <0.1% | – |
| Altaba Inc Escrow021ESC017 | COM | 11,452 | $16.6 萬 | <0.1% | – |
| Princeton Theol742404AK2 | cb | – | $15.8 萬 | <0.1% | – |
| Diamond Hill25264S833 | mf | 5,261 | $15.2 萬 | <0.1% | – |
| Alcoa TN013842XZ7 | mb | – | $15.1 萬 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,046 | $15.0 萬 | <0.1% | – |
| CVSCVS Health Corp | gm | – | $14.3 萬 | <0.1% | 歷史 |
| VLG Cmnty Dist92707VAK0 | mb | – | $13.8 萬 | <0.1% | – |
| California Educ130179GZ1 | mb | – | $13.5 萬 | <0.1% | – |
| Mntgry CN Va Eco613741EY9 | mb | – | $13.1 萬 | <0.1% | – |
| Conv Ctr Auth Ri212474GE4 | mb | – | $11.0 萬 | <0.1% | – |
| Goldcorp Inc.380956AF9 | cb | – | $10.0 萬 | <0.1% | – |
| Ny St Mtg Agy H649883QE8 | mb | – | $10.0 萬 | <0.1% | – |
| Oh St SPL Obg67759HFD1 | mb | – | $10.0 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 3,700 | $9.80 萬 | <0.1% | 歷史 |
| LTHMLivent Corp. | COM | 5,613 | $9.70 萬 | <0.1% | 歷史 |
| Cavanal Hill Bond Instit Utional14956P851 | mf | 9,151 | $9.00 萬 | <0.1% | – |
| QUADQuad/Graphics, Inc. | COM CL A | 24,662 | $8.70 萬 | <0.1% | 歷史 |
| US Treasu NT9128284T4 | tn | – | $8.70 萬 | <0.1% | – |
| American Funds Growth Fu ND of Amer F399874825 | Mutual Fund | 1,104 | $7.60 萬 | <0.1% | – |
| Nationwide A63867R654 | mf | 2,214 | $6.50 萬 | <0.1% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 591 | $5.70 萬 | <0.1% | – |
| T. Rowe77956H757 | mf | 4,317 | $5.50 萬 | <0.1% | – |
| Polen360873657 | mf | 1,167 | $5.40 萬 | <0.1% | – |
| Pimco All Asset Instl Cl722005626 | Com | 4,245 | $5.40 萬 | <0.1% | – |
| Vanguard921937686 | Equities | 739 | $5.30 萬 | <0.1% | – |
| Pontiac Mi WW Fac732622AK1 | mb | – | $5.00 萬 | <0.1% | – |
| State Street Cor857477AV5 | cb | – | $5.00 萬 | <0.1% | – |
| Nationwide Loomis Core B Ond A63868C102 | mf | 4,565 | $4.90 萬 | <0.1% | – |
| PIMCO693390700 | Com | 4,593 | $4.70 萬 | <0.1% | – |
| MFS International New di Scovery R552981383 | mf | 1,201 | $4.60 萬 | <0.1% | – |
| Baird Funds, Inc057071854 | mf | 3,784 | $4.30 萬 | <0.1% | – |
| Diamond Offshore25271CAM4 | cb | – | $3.40 萬 | <0.1% | – |
| American Fd-Cap World Growth and Income Cl F2140543828 | MF | 530 | $3.30 萬 | <0.1% | – |
| Fidelity NTNL I31620MAM8 | cb | – | $2.70 萬 | <0.1% | – |
| American Funds Growth Fu ND of Amer F399874403 | mf | 389 | $2.70 萬 | <0.1% | – |
| Cintas Corp No17252MAK6 | cb | – | $2.50 萬 | <0.1% | – |
| Commonwealth Fa20281PCD2 | mb | – | $2.50 萬 | <0.1% | – |
| Western Massachus958587BJ5 | cb | – | $2.50 萬 | <0.1% | – |
| Columbia Dividend Income Inst19765N245 | mf | 841 | $2.40 萬 | <0.1% | – |
| Fidelity316146356 | MF | 1,885 | $2.30 萬 | <0.1% | – |
| The Mainstay Funds56062X708 | mf | 3,412 | $1.90 萬 | <0.1% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 374 | $1.80 萬 | <0.1% | 歷史 |
| American Century Investments025083205 | mf | 381 | $1.80 萬 | <0.1% | – |
| American Europacific Growth FD F3298706110 | Com | 240 | $1.70 萬 | <0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 300 | $1.60 萬 | <0.1% | 歷史 |
| Dfa Funds23320G521 | mf | 1,465 | $1.60 萬 | <0.1% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 125 | $1.50 萬 | <0.1% | – |
| JP Morgan808515498 | mf | 1,260 | $1.50 萬 | <0.1% | – |
| Virtus92837F458 | mf | 1,072 | $1.50 萬 | <0.1% | – |
| MFS Emerging Markets Debt Fund I55273E640 | Com | 986 | $1.40 萬 | <0.1% | – |
| American Funds Tax-Exemp876902602 | BOND | 894 | $1.20 萬 | <0.1% | – |
| Nationwide Diamond Hill LC Concntr A63868B591 | mf | 1,303 | $1.10 萬 | <0.1% | – |
| Victory Funds92646A815 | mf | 209 | $1.10 萬 | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 196 | $9,000 | <0.1% | – |
| ABBNYABB Ltd | SPONSORED ADR | 250 | $8,000 | <0.1% | 歷史 |
| Delaware Investments Family of Funds24610C857 | mf | 346 | $8,000 | <0.1% | – |
| Harbor Cap Appreciation FND IN411511504 | mf | 70 | $7,000 | <0.1% | – |
| Virtus92828W361 | mf | 534 | $7,000 | <0.1% | – |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 462 | $6,000 | <0.1% | – |
| Invesco Oppenheimer00143W875 | MUTUAL FUNDS - | 114 | $6,000 | <0.1% | – |