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 |
|---|---|---|---|---|---|---|---|
| CCitigroup Inc | Stock | 9,515 | $60.2 萬 | <0.1% | −4,846−33.7% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 11,497 | $61.5 萬 | <0.1% | +148+1.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 10,520 | $61.6 萬 | <0.1% | +3,546+50.8% | 加碼 | – |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 21,895 | $61.7 萬 | <0.1% | −1,814,922−98.8% | 減碼 | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 12,227 | $61.8 萬 | <0.1% | – | – | – |
| HCIHCI Group, Inc. | COM | 1,889 | $63.0 萬 | <0.1% | +1,889 | 新進 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 16,831 | $63.1 萬 | <0.1% | +16,831 | 新進 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 5,907 | $63.4 萬 | <0.1% | +502+9.3% | 加碼依 5 比 1 拆股換算 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,757 | $63.8 萬 | <0.1% | +4,757 | 新進 | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 23,781 | $64.7 萬 | <0.1% | −308−1.3% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 20,709 | $64.9 萬 | <0.1% | −86,864−80.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,071 | $65.1 萬 | <0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,881 | $65.2 萬 | <0.1% | −1,276−40.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,032 | $65.3 萬 | <0.1% | −856−22.0% | 減碼 | 歷史 |
| SONSonoco Products Co | COM | 4,073 | $65.8 萬 | <0.1% | −9,015−68.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 24,576 | $66.2 萬 | <0.1% | −364−1.5% | 減碼 | – |
| SWXSouthwest Gas Holdings, Inc. | COM | 7,890 | $67.6 萬 | <0.1% | +7,890 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 6,116 | $68.6 萬 | <0.1% | −589−8.8% | 減碼 | 歷史 |
| NPOEnpro Inc. | COM | 4,069 | $68.7 萬 | <0.1% | −491−10.8% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 6,746 | $69.3 萬 | <0.1% | +6,746 | 新進 | – |
| COPConocoPhillips | Stock | 5,495 | $69.9 萬 | <0.1% | −4,351−44.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 25,679 | $72.1 萬 | <0.1% | +9,425+58.0% | 加碼 | – |
| FORForestar Group Inc. | COM | 54,477 | $72.3 萬 | <0.1% | +54,477 | 新進 | 歷史 |
| iShares Tr464288588 | MBS ETF | 14,120 | $72.4 萬 | <0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 13,103 | $72.9 萬 | <0.1% | +13,103 | 新進 | – |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 9,473 | $73.2 萬 | <0.1% | +9,473 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,963 | $73.3 萬 | <0.1% | – | – | – |
| PAGSPagSeguro Digital Ltd. | COM CL A | 21,330 | $74.0 萬 | <0.1% | +21,330 | 新進 | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 24,012 | $74.6 萬 | <0.1% | −53,462−69.0% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 19,637 | $74.6 萬 | <0.1% | +2,806+16.7% | 加碼 | – |
| GHCGraham Holdings Co | COM CL B | 8,116 | $75.9 萬 | <0.1% | +8,116 | 新進 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 14,177 | $76.1 萬 | <0.1% | +14,177 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 6,237 | $76.2 萬 | <0.1% | −1,677−21.2% | 減碼 | 歷史 |
| BCPCBalchem Corp | COM | 4,925 | $76.3 萬 | <0.1% | +562+12.9% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 7,327 | $77.4 萬 | <0.1% | −248−3.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,188 | $77.6 萬 | <0.1% | +6,860+294.7% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,056 | $77.8 萬 | <0.1% | −766−15.9% | 減碼 | – |
| PHINPhinia Inc. | COMMON STOCK | 28,448 | $78.9 萬 | <0.1% | +28,448 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 6,175 | $79.3 萬 | <0.1% | +6,175 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,093 | $79.6 萬 | <0.1% | −49,564−90.7% | 減碼 | – |
| CFGCitizens Financial Group Inc | COM | 21,944 | $79.6 萬 | <0.1% | −342−1.5% | 減碼 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 12,940 | $80.4 萬 | <0.1% | +12,940 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,922 | $80.9 萬 | <0.1% | −3,041−43.7% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 4,678 | $80.9 萬 | <0.1% | +1,421+43.6% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 20,839 | $81.3 萬 | <0.1% | +4,464+27.3% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 11,025 | $81.8 萬 | <0.1% | +11,025 | 新進 | 歷史 |
| CECOCeco Environmental Corp | COM | 36,377 | $83.7 萬 | <0.1% | +17,232+90.0% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,667 | $84.3 萬 | <0.1% | −2,002−26.1% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 19,345 | $85.4 萬 | <0.1% | +19,345 | 新進 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 24,567 | $86.9 萬 | 0.1% | −47,481−65.9% | 減碼 | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 8,566 | $87.6 萬 | 0.1% | +7,218+535.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,651 | $88.1 萬 | 0.1% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 15,324 | $88.3 萬 | 0.1% | −6,223−28.9% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 11,564 | $89.2 萬 | 0.1% | −2,541−18.0% | 減碼 | 歷史 |
| WEXWEX Inc. | COM | 15,603 | $90.4 萬 | 0.1% | +14,608+1,468.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,574 | $90.5 萬 | 0.1% | −1,980−30.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 30,748 | $90.6 萬 | 0.1% | −71,075−69.8% | 減碼 | – |
| LWLamb Weston Holdings, Inc. | Stock | 4,281 | $91.2 萬 | 0.1% | +4,281 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 3,831 | $94.2 萬 | 0.1% | +3,018+371.2% | 加碼 | 歷史 |
| FBNCFirst Bancorp | COM | 25,336 | $94.3 萬 | 0.1% | +25,336 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,951 | $94.3 萬 | 0.1% | −2,445−18.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 18,841 | $94.4 萬 | 0.1% | +18,841 | 新進 | – |
| iShares Tr46435U135 | CYBERSECURITY | 20,714 | $94.4 萬 | 0.1% | +20,714 | 新進 | – |
| iShares Tr46429B614 | MSCI INDIA SM CP | 11,832 | $94.5 萬 | 0.1% | +11,832 | 新進 | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 19,816 | $94.9 萬 | 0.1% | – | – | – |
| GMGeneral Motors Co | COM | 13,791 | $96.5 萬 | 0.1% | +13,791 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,383 | $97.2 萬 | 0.1% | −2,805−34.3% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 19,444 | $98.1 萬 | 0.1% | +19,444 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 39,066 | $99.6 萬 | 0.1% | −224−0.6% | 減碼 | – |
| DDominion Energy, Inc | Stock | 20,504 | $100.9 萬 | 0.1% | −9,927−32.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 8,075 | $100.9 萬 | 0.1% | −31,099−79.4% | 減碼 | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 9,828 | $102.0 萬 | 0.1% | +2,132+27.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,341 | $103.0 萬 | 0.1% | −140,359−90.1% | 減碼依 5 比 1 拆股換算 | – |
| PAYCPaycom Software, Inc. | Stock | 1,871 | $104.0 萬 | 0.1% | +1,871 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,212 | $104.7 萬 | 0.1% | −3,793−29.2% | 減碼 | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 27,609 | $107.6 萬 | 0.1% | +27,609 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,255 | $109.7 萬 | 0.1% | −952−22.6% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,915 | $110.5 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,766 | $111.8 萬 | 0.1% | – | – | – |
| RHPRyman Hospitality Properties, Inc. | COM | 11,523 | $112.4 萬 | 0.1% | +7,723+203.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 19,426 | $112.8 萬 | 0.1% | −275,645−93.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,484 | $114.4 萬 | 0.1% | +33,679+1,865.9% | 加碼 | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 9,315 | $114.4 萬 | 0.1% | +9,315 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 3,670 | $114.8 萬 | 0.1% | −3,089−45.7% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,823 | $115.6 萬 | 0.1% | −7,737−53.1% | 減碼 | – |
| CVSCVS Health Corp | Stock | 14,532 | $115.9 萬 | 0.1% | −2,704−15.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,610 | $116.0 萬 | 0.1% | −9,005−57.7% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 15,722 | $116.5 萬 | 0.1% | +15,722 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,922 | $119.2 萬 | 0.1% | −2,163−30.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,901 | $121.4 萬 | 0.1% | −48,724−90.9% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 9,592 | $122.6 萬 | 0.1% | −574−5.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 12,895 | $124.7 萬 | 0.1% | −5,428−29.6% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 49,832 | $125.1 萬 | 0.1% | +42,343+565.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 19,636 | $125.2 萬 | 0.1% | −344−1.7% | 減碼 | – |
| NMIHNMI Holdings, Inc. | COM | 20,193 | $129.1 萬 | 0.1% | +20,193 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,063 | $130.3 萬 | 0.1% | −6,449−67.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,499 | $130.6 萬 | 0.1% | −35,236−82.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 46,354 | $131.2 萬 | 0.1% | −69,843−60.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 34,177 | $131.5 萬 | 0.1% | +34,177 | 新進 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 21,661 | $131.7 萬 | 0.1% | −1,744−7.5% | 減碼 | 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 |