SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 520
- 較 2023 年第 4 季 −142
- 總值
- $17.2 億
- 較 2023 年第 4 季 −$5.99 億 (−25.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CDNSCadence Design Systems Inc | Stock | 1,021 | $31.8 萬 | <0.1% | −202−16.5% | 減碼 | 歷史 |
| ONEWOneWater Marine Inc. | CL A COM | 11,004 | $32.2 萬 | <0.1% | +11,004 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,466 | $32.3 萬 | <0.1% | −3,646−51.3% | 減碼 | – |
| PATKPatrick Industries Inc | COM | 14,800 | $32.3 萬 | <0.1% | +14,800 | 新進 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,949 | $32.4 萬 | <0.1% | −66,838−91.8% | 減碼 | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 3,819 | $32.5 萬 | <0.1% | +3,819 | 新進 | – |
| WSTWest Pharmaceutical Services Inc | COM | 769 | $33.2 萬 | <0.1% | +769 | 新進 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,849 | $33.4 萬 | <0.1% | – | – | – |
| ABCBAmeris Bancorp | COM | 6,911 | $33.4 萬 | <0.1% | +2,638+61.7% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 359 | $33.8 萬 | <0.1% | −31−7.9% | 減碼 | 歷史 |
| INVXInnovex International, Inc. | COM | 15,000 | $33.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,998 | $34.0 萬 | <0.1% | +3,998 | 新進 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,662 | $34.4 萬 | <0.1% | +39+1.5% | 加碼 | 歷史 |
| EPCEdgewell Personal Care Co | COM | 9,018 | $34.8 萬 | <0.1% | +18+0.2% | 加碼 | 歷史 |
| CNHCNH Industrial N.V. | SHS | 27,000 | $35.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,994 | $35.4 萬 | <0.1% | +3,143+45.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,039 | $35.5 萬 | <0.1% | – | – | – |
| NOGNorthern Oil & Gas, Inc. | COM | 8,346 | $35.7 萬 | <0.1% | +8,346 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 2,625 | $35.7 萬 | <0.1% | −2,792−51.5% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,840 | $35.8 萬 | <0.1% | −5,959−67.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,134 | $36.0 萬 | <0.1% | – | – | – |
| METMetlife Inc | Stock | 4,817 | $36.5 萬 | <0.1% | −12,345−71.9% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 1,470 | $37.1 萬 | <0.1% | +1,470 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 8,830 | $37.2 萬 | <0.1% | +3,863+77.8% | 加碼 | – |
| EXCExelon Corp | Stock | 9,993 | $37.5 萬 | <0.1% | −173−1.7% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 8,975 | $37.6 萬 | <0.1% | +8,975 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,265 | $37.9 萬 | <0.1% | −1,007−30.8% | 減碼 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 12,592 | $38.1 萬 | <0.1% | +12,592 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 16,022 | $38.1 萬 | <0.1% | −108,964−87.2% | 減碼 | – |
| MTXMinerals Technologies Inc | COM | 3,243 | $38.2 萬 | <0.1% | +3,243 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 13,125 | $38.3 萬 | <0.1% | −5,553−29.7% | 減碼 | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 1,909 | $38.5 萬 | <0.1% | +1,909 | 新進 | 歷史 |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 15,746 | $38.6 萬 | <0.1% | −30,728−66.1% | 減碼 | – |
| WINGWingstop Inc. | COM | 1,627 | $38.6 萬 | <0.1% | +1,627 | 新進 | 歷史 |
| SMPLSimply Good Foods Co | COM | 5,162 | $39.8 萬 | <0.1% | +5,162 | 新進 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,532 | $40.2 萬 | <0.1% | −4,549−64.2% | 減碼 | – |
| MYRGMyr Group Inc. | COM | 2,141 | $41.4 萬 | <0.1% | +2,141 | 新進 | 歷史 |
| PGNYProgyny, Inc. | COM | 4,858 | $41.9 萬 | <0.1% | +4,858 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,739 | $43.8 萬 | <0.1% | – | – | – |
| SAIASaia Inc | COM | 3,800 | $43.9 萬 | <0.1% | +3,800 | 新進 | 歷史 |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 13,464 | $44.0 萬 | <0.1% | +1,132+9.2% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 14,781 | $44.1 萬 | <0.1% | +10,905+281.3% | 加碼依 3 比 1 拆股換算 | – |
| ESEversource Energy | Stock | 7,526 | $45.0 萬 | <0.1% | −1,767−19.0% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 871 | $45.2 萬 | <0.1% | −545−38.5% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 4,464 | $45.3 萬 | <0.1% | +1,525+51.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 12,728 | $45.6 萬 | <0.1% | +12,728 | 新進 | – |
| FCXFreeport-McMoran Inc | Stock | 16,376 | $46.0 萬 | <0.1% | +16,376 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,729 | $46.1 萬 | <0.1% | −86,999−93.8% | 減碼 | – |
| SMGScotts Miracle-Gro Co | Stock | 6,072 | $46.1 萬 | <0.1% | +6,072 | 新進 | 歷史 |
| XPOXPO, Inc. | COM | 8,186 | $46.2 萬 | <0.1% | +4,362+114.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,261 | $46.2 萬 | <0.1% | −183−12.7% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 1,779 | $46.4 萬 | <0.1% | +1,779 | 新進 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 13,235 | $46.8 萬 | <0.1% | −6,093−31.5% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,617 | $47.0 萬 | <0.1% | −547,432−99.5% | 減碼 | – |
| DASHDoorDash, Inc. | Stock | 3,430 | $47.2 萬 | <0.1% | +871+34.0% | 加碼 | 歷史 |
| ZGZillow Group, Inc. | CL A | 3,896 | $47.5 萬 | <0.1% | +3,896 | 新進 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 12,167 | $47.5 萬 | <0.1% | 00.0% | 不變 | – |
| HAYNHaynes International Inc | COM NEW | 6,239 | $47.9 萬 | <0.1% | +6,239 | 新進 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,385 | $48.0 萬 | <0.1% | +1,385 | 新進 | 歷史 |
| SNEXStoneX Group Inc. | COM | 6,269 | $48.5 萬 | <0.1% | +6,269 | 新進 | 歷史 |
| CRCrane Co | COMMON STOCK | 3,600 | $48.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 9,966 | $48.9 萬 | <0.1% | +700+7.6% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 9,666 | $49.1 萬 | <0.1% | +7,666+383.3% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,995 | $49.4 萬 | <0.1% | +175+6.2% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 15,196 | $49.6 萬 | <0.1% | +15,196 | 新進 | 歷史 |
| MTHMeritage Homes CORP | COM | 5,739 | $50.0 萬 | <0.1% | +5,739 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,392 | $50.1 萬 | <0.1% | – | – | – |
| SLBSLB Limited | Stock | 4,776 | $50.6 萬 | <0.1% | −2,179−31.3% | 減碼 | 歷史 |
| WUWestern Union CO | Stock | 6,198 | $50.9 萬 | <0.1% | −15,868−71.9% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 6,994 | $50.9 萬 | <0.1% | +6,994 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,434 | $51.0 萬 | <0.1% | −25,520−77.4% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 141 | $51.2 萬 | <0.1% | −80−36.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 20,576 | $51.2 萬 | <0.1% | +20,576 | 新進 | – |
| SEESealed Air Corp | COM | 10,029 | $52.3 萬 | <0.1% | +10,029 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 22,416 | $53.5 萬 | <0.1% | – | – | – |
| ULTAUlta Beauty, Inc. | Stock | 6,969 | $53.7 萬 | <0.1% | +6,969 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 8,892 | $53.7 萬 | <0.1% | −3,896−30.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 9,971 | $54.1 萬 | <0.1% | −2,398−19.4% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,112 | $54.1 萬 | <0.1% | −553−9.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,807 | $54.2 萬 | <0.1% | −38,049−93.1% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 5,321 | $54.8 萬 | <0.1% | +5,321 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,393 | $55.1 萬 | <0.1% | −3,689−45.6% | 減碼 | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 16,935 | $55.3 萬 | <0.1% | −1,361,241−98.8% | 減碼 | – |
| DHRDanaher Corp | Stock | 2,231 | $55.7 萬 | <0.1% | −881−28.3% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 8,182 | $56.0 萬 | <0.1% | −1,396−14.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 14,578 | $56.3 萬 | <0.1% | +12,548+618.1% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 20,379 | $56.4 萬 | <0.1% | +20,379 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,078 | $56.9 萬 | <0.1% | −124−3.9% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 18,550 | $57.0 萬 | <0.1% | +18,550 | 新進 | 歷史 |
| SPTNSpartanNash Co | COM | 39,050 | $58.2 萬 | <0.1% | +39,050 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,786 | $58.6 萬 | <0.1% | +386+16.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 4,474 | $58.8 萬 | <0.1% | −1,482−24.9% | 減碼 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 9,286 | $58.8 萬 | <0.1% | +9,286 | 新進 | – |
| EMREmerson Electric Co | Stock | 5,185 | $58.8 萬 | <0.1% | −6,342−55.0% | 減碼 | 歷史 |
| RPAYRepay Holdings Corp | COM CL A | 27,985 | $58.9 萬 | <0.1% | +27,985 | 新進 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 26,107 | $59.4 萬 | <0.1% | +26,107 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,138 | $59.5 萬 | <0.1% | +4,804+75.8% | 加碼 | – |
| SSBSouthState Bank Corp | COM | 10,339 | $59.8 萬 | <0.1% | +10,339 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 6,382 | $60.1 萬 | <0.1% | +5,554+670.8% | 加碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 9,823 | $60.2 萬 | <0.1% | +9,823 | 新進 | 歷史 |
2023 年第 4 季之後清倉（378 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 378 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 |
|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 3,192,306 | $1.18 億 | 5.1% | – |
| iShares Tr46435G672 | CORE INTL AGGR | – | $8,484 萬 | 3.7% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 3,273,046 | $7,839 萬 | 3.4% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 2,378,756 | $5,545 萬 | 2.4% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 1,621,136 | $5,530 萬 | 2.4% | – |
| MSFTMicrosoft Corp | Stock | 68,524 | $2,800 萬 | 1.2% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | – | $2,109 萬 | 0.9% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | – | $2,099 萬 | 0.9% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 70,933 | $1,600 萬 | 0.7% | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 112,318 | $1,344 萬 | 0.6% | – |
| Flexshares Tr33939L803 | M STAR DEV MKT | 191,146 | $1,296 萬 | 0.6% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,373 | $1,079 萬 | 0.5% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 132,880 | $1,069 萬 | 0.5% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,393 | $1,050 萬 | 0.5% | 歷史 |
| NVDANVIDIA Corp | Stock | 16,493 | $1,035 萬 | 0.4% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,091 | $1,009 萬 | 0.4% | – |
| HDHome Depot, Inc. | Stock | 25,312 | $903.9 萬 | 0.4% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 84,925 | $803.2 萬 | 0.3% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | – | $764.0 萬 | 0.3% | – |
| JPMJPMorgan Chase & Co | Stock | 42,994 | $757.9 萬 | 0.3% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 153,075 | $745.0 萬 | 0.3% | – |
| VVisa Inc. | Stock | 25,137 | $696.7 萬 | 0.3% | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 94,630 | $681.9 萬 | 0.3% | – |
| iShares Tr464288802 | ESG OPTIMIZED | 60,633 | $624.5 萬 | 0.3% | – |
| MCDMcDonalds Corp | Stock | 19,032 | $560.8 萬 | 0.2% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | – | $518.1 萬 | 0.2% | – |
| SRESempra | Stock | 70,431 | $506.6 萬 | 0.2% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | – | $445.3 萬 | 0.2% | – |
| MRKMerck & Co., Inc. | Stock | 35,032 | $426.2 萬 | 0.2% | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 62,447 | $384.9 萬 | 0.2% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | – | $384.0 萬 | 0.2% | – |
| PEPPepsiCo Inc | Stock | 21,799 | $369.8 萬 | 0.2% | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | – | $368.2 萬 | 0.2% | – |
| TSLATesla, Inc. | Stock | 19,170 | $367.3 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 23,298 | $366.9 萬 | 0.2% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,734 | $360.0 萬 | 0.2% | – |
| MAMastercard Inc | Stock | 8,000 | $356.1 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 76,983 | $353.4 萬 | 0.2% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,699 | $349.2 萬 | 0.2% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 89,937 | $347.9 萬 | 0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | – | $340.3 萬 | 0.1% | – |
| WMTWalmart Inc. | Stock | 20,282 | $335.8 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 91,424 | $328.7 萬 | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 18,291 | $308.6 萬 | 0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | – | $308.5 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 19,359 | $307.4 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | – | $289.1 萬 | 0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,362 | $283.8 萬 | 0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 5,137 | $279.0 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | – | $270.0 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 16,372 | $264.7 萬 | 0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 61,643 | $261.8 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | – | $259.9 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | – | $254.3 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 5,760 | $248.7 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,114 | $227.6 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 8,670 | $223.5 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 24,260 | $222.6 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,069 | $218.3 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,216 | $215.0 萬 | 0.1% | 歷史 |
| CFBCrossfirst Bankshares, Inc. | COM | 140,352 | $207.4 萬 | 0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 47,478 | $205.8 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 21,247 | $205.7 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,532 | $200.3 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,583 | $199.6 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 28,228 | $195.1 萬 | 0.1% | – |
| SBUXStarbucks Corp | Stock | 20,617 | $194.0 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 8,980 | $192.6 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,148 | $187.7 萬 | 0.1% | 歷史 |
| FSKFS KKR Capital Corp | COM | 90,425 | $187.5 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 7,274 | $187.1 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,599 | $183.8 萬 | 0.1% | – |
| LINLinde PLC | Stock | 4,472 | $182.4 萬 | 0.1% | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | – | $179.4 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 3,136 | $176.5 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 26,355 | $176.2 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 8,424 | $173.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | – | $172.1 萬 | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | – | $172.1 萬 | 0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 20,104 | $171.3 萬 | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 3,827 | $169.7 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 8,063 | $166.0 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,719 | $162.9 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,573 | $162.4 萬 | 0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 45,506 | $160.2 萬 | 0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,244 | $158.1 萬 | 0.1% | – |
| ROKRockwell Automation, Inc | Stock | 5,136 | $157.8 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 26,471 | $156.9 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 9,681 | $156.9 萬 | 0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 12,208 | $154.5 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 23,791 | $151.2 萬 | 0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,815 | $147.8 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 12,812 | $146.3 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 8,006 | $143.9 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,030 | $139.3 萬 | 0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,117 | $138.1 萬 | 0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 6,259 | $134.7 萬 | 0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 10,968 | $134.3 萬 | 0.1% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 37,340 | $126.4 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 45,186 | $122.1 萬 | 0.1% | 歷史 |