Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 585
- 較 2025 年第 1 季 +24
- 總值
- $24.0 億
- 較 2025 年第 1 季 +$11.2 億 (+86.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 1,359,030 | $1.37 億 | 5.7% | +717,634+111.9% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 2,191,612 | $9,121 萬 | 3.8% | +1,160,006+112.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 120,921 | $6,869 萬 | 2.9% | +27,385+29.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 103,504 | $6,427 萬 | 2.7% | +20,460+24.6% | 加碼 | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 1,299,366 | $6,111 萬 | 2.5% | +681,838+110.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 821,790 | $6,082 萬 | 2.5% | +431,583+110.6% | 加碼 | – |
| American Centy ETF Tr025072158 | AVANTIS US LARG | 717,174 | $5,095 萬 | 2.1% | +378,662+111.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 320,488 | $5,063 萬 | 2.1% | +130,672+68.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 89,524 | $4,453 萬 | 1.9% | +42,543+90.6% | 加碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 670,000 | $3,813 萬 | 1.6% | −600−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 160,567 | $3,294 萬 | 1.4% | +67,605+72.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 448,526 | $3,260 萬 | 1.4% | +309,098+221.7% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 851,416 | $3,051 萬 | 1.3% | +300,878+54.7% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 632,077 | $2,922 萬 | 1.2% | +266,321+72.8% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 411,510 | $2,820 萬 | 1.2% | +221,519+116.6% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 113,247 | $2,792 萬 | 1.2% | +55,913+97.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 399,767 | $2,400 萬 | 1.0% | +173,094+76.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 250,474 | $2,282 萬 | 0.9% | +137,342+121.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 101,308 | $2,223 萬 | 0.9% | +33,232+48.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 421,028 | $2,171 萬 | 0.9% | +222,301+111.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 27,738 | $2,047 萬 | 0.9% | +11,332+69.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 316,877 | $2,012 萬 | 0.8% | +171,110+117.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 171,330 | $1,790 萬 | 0.7% | +71,528+71.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 17,485 | $1,731 萬 | 0.7% | +13,868+383.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 287,994 | $1,724 萬 | 0.7% | +107,737+59.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 103,844 | $1,654 萬 | 0.7% | +47,288+83.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 626,788 | $1,605 萬 | 0.7% | +482,535+334.5% | 加碼 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 183,593 | $1,546 萬 | 0.6% | +84,639+85.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 52,585 | $1,525 萬 | 0.6% | +22,740+76.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 355,921 | $1,441 萬 | 0.6% | +239,620+206.0% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 161,760 | $1,428 萬 | 0.6% | +149,014+1,169.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 77,458 | $1,416 萬 | 0.6% | +33,327+75.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 125,864 | $1,410 萬 | 0.6% | +59,157+88.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 465,870 | $1,361 萬 | 0.6% | +426,507+1,083.5% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 182,624 | $1,340 萬 | 0.6% | +136,635+297.1% | 加碼 | – |
| VVisa Inc. | Stock | 36,728 | $1,304 萬 | 0.5% | +18,153+97.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y681 | NASDAQ 100 MANA | 431,012 | $1,286 萬 | 0.5% | +399,927+1,286.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,785 | $1,265 萬 | 0.5% | +7,997+36.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 113,773 | $1,253 萬 | 0.5% | +48,827+75.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 44,250 | $1,220 萬 | 0.5% | +22,710+105.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 36,675 | $1,165 萬 | 0.5% | +6,326+20.8% | 加碼 | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 171,088 | $1,160 萬 | 0.5% | +30,733+21.9% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 210,234 | $1,145 萬 | 0.5% | +109,794+109.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 138,948 | $1,102 萬 | 0.5% | +73,548+112.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 49,358 | $1,079 萬 | 0.4% | +23,668+92.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 165,040 | $1,027 萬 | 0.4% | +87,610+113.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 55,251 | $1,026 萬 | 0.4% | +35,208+175.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 103,810 | $1,015 萬 | 0.4% | +47,035+82.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 234,898 | $993.1 萬 | 0.4% | +117,882+100.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 73,990 | $986.4 萬 | 0.4% | +33,188+81.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 7,307 | $978.5 萬 | 0.4% | +3,632+98.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 73,514 | $971.4 萬 | 0.4% | +40,151+120.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 143,996 | $967.9 萬 | 0.4% | +113,005+364.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,500 | $965.3 萬 | 0.4% | +9,717+124.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 12,288 | $958.0 萬 | 0.4% | +6,832+125.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 47,842 | $934.9 萬 | 0.4% | +25,994+119.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 122,195 | $929.2 萬 | 0.4% | +7,388+6.4% | 加碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 179,816 | $925.0 萬 | 0.4% | +73,659+69.4% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 207,576 | $916.7 萬 | 0.4% | +110,301+113.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,591 | $903.1 萬 | 0.4% | +9,269+99.4% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 88,014 | $894.2 萬 | 0.4% | +54,754+164.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 49,889 | $879.2 萬 | 0.4% | +16,308+48.6% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 189,343 | $877.4 萬 | 0.4% | +68,222+56.3% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 232,550 | $872.3 萬 | 0.4% | +139,421+149.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 142,898 | $854.7 萬 | 0.4% | +70,449+97.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 48,118 | $853.6 萬 | 0.4% | +16,679+53.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 55,845 | $853.0 萬 | 0.4% | +27,338+95.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 23,099 | $846.9 萬 | 0.4% | +10,581+84.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 139,514 | $820.1 萬 | 0.3% | +72,045+106.8% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 102,196 | $818.8 萬 | 0.3% | +51,103+100.0% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J859 | MULTI INTL ETF | 213,746 | $818.0 萬 | 0.3% | +161,803+311.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 82,498 | $774.6 萬 | 0.3% | +43,603+112.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 70,676 | $761.9 萬 | 0.3% | +33,225+88.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 137,640 | $737.0 萬 | 0.3% | +73,062+113.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 103,113 | $729.5 萬 | 0.3% | +56,983+123.5% | 加碼 | 歷史 |
| ETF Opportunities Trust26923N801 | WEALTHTRUST DBS | 222,447 | $711.6 萬 | 0.3% | +9,763+4.6% | 加碼 | – |
| MAMastercard Inc | Stock | 12,645 | $710.6 萬 | 0.3% | +6,641+110.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,091 | $685.2 萬 | 0.3% | +1,787+19.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 85,775 | $679.0 萬 | 0.3% | +52,381+156.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 226,492 | $672.2 萬 | 0.3% | +95,653+73.1% | 加碼 | – |
| FHNFirst Horizon Corp | COM | 312,005 | $661.5 萬 | 0.3% | +312,005 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 33,079 | $642.5 萬 | 0.3% | +13,627+70.1% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 118,316 | $638.4 萬 | 0.3% | +47,987+68.2% | 加碼 | – |
| INSGInseego Corp. | COM NEW | 761,483 | $627.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,287 | $623.7 萬 | 0.3% | +11,252+102.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 126,205 | $618.8 萬 | 0.3% | +75,018+146.6% | 加碼 | – |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 167,338 | $616.7 萬 | 0.3% | +155,644+1,331.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,197 | $612.7 萬 | 0.3% | +10,381+75.1% | 加碼 | – |
| LRCXLam Research Corp | Stock | 62,314 | $606.6 萬 | 0.3% | +62,314 | 新進 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 194,428 | $604.5 萬 | 0.3% | +86,233+79.7% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 72,844 | $602.1 萬 | 0.3% | +39,424+118.0% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 91,986 | $601.1 萬 | 0.3% | +54,333+144.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 19,077 | $595.2 萬 | 0.2% | +11,179+141.5% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 111,508 | $589.2 萬 | 0.2% | +61,138+121.4% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 24,067 | $578.4 萬 | 0.2% | +5,018+26.3% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 157,248 | $559.2 萬 | 0.2% | +74,865+90.9% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 39,718 | $550.8 萬 | 0.2% | +18,955+91.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 41,399 | $546.6 萬 | 0.2% | +12,340+42.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 40,094 | $546.5 萬 | 0.2% | +32,117+402.6% | 加碼 | 歷史 |
| Northern LTS FD Tr III66538R748 | HCM DEFND 100 | 80,688 | $545.5 萬 | 0.2% | +34,311+74.0% | 加碼 | – |
2025 年第 1 季之後清倉（96 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 73,317 | $383.1 萬 | 0.3% | – |
| Bondbloxx ETF Trust09789C887 | CCC RT USD HI YL | 100,232 | $379.3 萬 | 0.3% | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 69,327 | $349.3 萬 | 0.3% | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 83,566 | $299.2 萬 | 0.2% | – |
| AGNCAGNC Investment Corp. | REIT | 308,346 | $295.4 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 51,974 | $276.3 萬 | 0.2% | – |
| Two Harbors Investment Corp.90187B804 | COM | 168,119 | $224.6 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 112,686 | $223.3 萬 | 0.2% | – |
| RDDTReddit, Inc. | Stock | 20,797 | $218.2 萬 | 0.2% | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 107,164 | $217.7 萬 | 0.2% | 歷史 |
| ARRArmour Residential REIT, Inc. | COM SHS | 117,084 | $200.2 萬 | 0.2% | 歷史 |
| Kraneshares Tr500767843 | CCBS CHINA CP | 78,857 | $190.1 萬 | 0.1% | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 61,750 | $185.8 萬 | 0.1% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,089 | $182.2 萬 | 0.1% | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,474 | $176.8 萬 | 0.1% | – |
| UPSTUpstart Holdings, Inc. | COM | 37,197 | $171.2 萬 | 0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 37,867 | $171.1 萬 | 0.1% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 30,704 | $169.1 萬 | 0.1% | – |
| DOCUDocuSign, Inc. | Stock | 19,785 | $161.0 萬 | 0.1% | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 87,647 | $150.9 萬 | 0.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 12,296 | $131.3 萬 | 0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 12,223 | $121.3 萬 | 0.1% | 歷史 |
| MARAMARA Holdings, Inc. | COM | 102,969 | $118.4 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 20,319 | $104.0 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,892 | $92.4 萬 | 0.1% | – |
| CORZCore Scientific, Inc. | COM | 126,027 | $91.2 萬 | 0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 11,979 | $88.4 萬 | 0.1% | 歷史 |
| ALABAstera Labs, Inc. | Stock | 14,389 | $85.9 萬 | 0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 7,225 | $77.2 萬 | 0.1% | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 20,583 | $71.8 萬 | 0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 9,687 | $71.4 萬 | 0.1% | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 22,961 | $69.5 萬 | 0.1% | – |
| CFGCitizens Financial Group Inc | COM | 15,301 | $62.7 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 17,158 | $61.3 萬 | <0.1% | – |
| BERYBerry Global Group, Inc. | COM | 8,593 | $60.0 萬 | <0.1% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 16,138 | $58.6 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 25,399 | $51.2 萬 | <0.1% | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 22,644 | $50.2 萬 | <0.1% | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 15,611 | $48.2 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,505 | $48.1 萬 | <0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 4,356 | $46.5 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,030 | $45.1 萬 | <0.1% | – |
| FCXFreeport-McMoran Inc | Stock | 11,828 | $44.8 萬 | <0.1% | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 2,179 | $41.1 萬 | <0.1% | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,438 | $36.0 萬 | <0.1% | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 6,434 | $35.2 萬 | <0.1% | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 10,237 | $34.5 萬 | <0.1% | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 8,928 | $34.3 萬 | <0.1% | – |
| SOCSable Offshore Corp. | COM SHS | 13,244 | $33.6 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 6,621 | $33.5 萬 | <0.1% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 9,693 | $32.2 萬 | <0.1% | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 3,632 | $30.5 萬 | <0.1% | – |
| IRIngersoll Rand Inc. | COM | 3,784 | $30.3 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,373 | $29.7 萬 | <0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,283 | $27.8 萬 | <0.1% | – |
| PRIMPrimoris Services Corp | Stock | 4,650 | $26.7 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 4,934 | $26.1 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,482 | $26.0 萬 | <0.1% | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 7,396 | $25.8 萬 | <0.1% | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,520 | $25.2 萬 | <0.1% | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 9,289 | $25.1 萬 | <0.1% | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,204 | $24.9 萬 | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,011 | $24.9 萬 | <0.1% | – |
| HIGHartford Insurance Group, Inc. | Stock | 2,005 | $24.8 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 8,483 | $24.5 萬 | <0.1% | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,644 | $24.3 萬 | <0.1% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,368 | $24.2 萬 | <0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 8,208 | $23.4 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,882 | $23.0 萬 | <0.1% | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 4,831 | $22.5 萬 | <0.1% | – |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 6,510 | $22.2 萬 | <0.1% | – |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 10,900 | $22.1 萬 | <0.1% | – |
| Northern LTS FD Tr IV66537J879 | BROOKSTONE ACTIV | 7,413 | $22.1 萬 | <0.1% | – |
| SNYSanofi | SPONSORED ADR | 3,979 | $22.1 萬 | <0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 7,869 | $21.7 萬 | <0.1% | – |
| BPBP PLC | ADR | 6,331 | $21.4 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 8,904 | $21.2 萬 | <0.1% | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 331 | $21.0 萬 | <0.1% | 歷史 |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 1,021 | $21.0 萬 | <0.1% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,586 | $20.9 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,554 | $20.5 萬 | <0.1% | 歷史 |
| BCSBarclays PLC | ADR | 10,377 | $15.9 萬 | <0.1% | 歷史 |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 22,348 | $6.88 萬 | <0.1% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 30,499 | $6.74 萬 | <0.1% | 歷史 |
| MNTKMontauk Renewables, Inc. | COM | 26,895 | $5.62 萬 | <0.1% | 歷史 |
| OSUROrasure Technologies Inc | COM | 15,810 | $5.33 萬 | <0.1% | 歷史 |
| JRVRJames River Group Holdings, Inc. | COM | 12,055 | $5.06 萬 | <0.1% | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 30,324 | $4.46 萬 | <0.1% | 歷史 |
| NVTSNavitas Semiconductor Corp | COM | 12,855 | $2.64 萬 | <0.1% | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 11,731 | $2.62 萬 | <0.1% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 20,285 | $2.47 萬 | <0.1% | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 12,891 | $1.93 萬 | <0.1% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 12,127 | $1.39 萬 | <0.1% | 歷史 |
| REIRing Energy, Inc. | COM | 12,108 | $1.39 萬 | <0.1% | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 20,447 | $9,422 | <0.1% | 歷史 |
| SESSES AI Corp | CL A COM | 10,382 | $5,406 | <0.1% | 歷史 |