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 |
|---|---|---|---|---|---|---|---|
| ADNTAdient plc | Stock | 40,673 | $133.9 萬 | 0.1% | +4,195+11.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,312 | $136.0 萬 | 0.1% | −152−4.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,386 | $137.0 萬 | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,033 | $137.2 萬 | 0.1% | +365+5.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 20,924 | $137.8 萬 | 0.1% | +20,924 | 新進 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 45,071 | $139.0 萬 | 0.1% | +45,071 | 新進 | – |
| CINFCincinnati Financial Corp | COM | 11,217 | $139.3 萬 | 0.1% | −696−5.8% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 30,411 | $143.1 萬 | 0.1% | +30,411 | 新進 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 46,580 | $143.4 萬 | 0.1% | +46,580 | 新進 | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 39,825 | $144.7 萬 | 0.1% | −7,404,506−99.5% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 35,127 | $144.9 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 9,820 | $146.0 萬 | 0.1% | −1,153−10.5% | 減碼 | 歷史 |
| SFStifel Financial Corp | COM | 16,006 | $146.3 萬 | 0.1% | +16,006 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,665 | $147.2 萬 | 0.1% | −2,963−23.5% | 減碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 60,866 | $149.0 萬 | 0.1% | +60,866 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,343 | $149.7 萬 | 0.1% | −23,028−55.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,140 | $151.1 萬 | 0.1% | −1,132−49.8% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,158 | $151.1 萬 | 0.1% | +942+42.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 32,016 | $157.5 萬 | 0.1% | −41,226−56.3% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 36,231 | $158.0 萬 | 0.1% | −3,039−7.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,956 | $163.1 萬 | 0.1% | −40−2.0% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,086 | $163.4 萬 | 0.1% | +15,086 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 18,300 | $164.5 萬 | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 6,996 | $167.3 萬 | 0.1% | +3,929+128.1% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 9,292 | $169.7 萬 | 0.1% | −47,719−83.7% | 減碼 | – |
| CMCSAComcast Corp | Stock | 39,162 | $169.8 萬 | 0.1% | −11,279−22.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 56,625 | $170.4 萬 | 0.1% | −821−1.4% | 減碼 | – |
| VMIValmont Industries Inc | COM | 38,445 | $171.8 萬 | 0.1% | +38,445 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 61,135 | $172.9 萬 | 0.1% | −53,409−46.6% | 減碼 | – |
| BACBank of America Corp | Stock | 45,793 | $173.6 萬 | 0.1% | −5,895−11.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 28,906 | $176.8 萬 | 0.1% | −5,071−14.9% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 24,764 | $178.3 萬 | 0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,280 | $179.2 萬 | 0.1% | −31,091−55.2% | 減碼 | – |
| TAT&T Inc. | Stock | 102,198 | $179.9 萬 | 0.1% | −20,251−16.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 80,530 | $180.1 萬 | 0.1% | +291+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 57,914 | $183.1 萬 | 0.1% | −1,739−2.9% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 16,743 | $185.0 萬 | 0.1% | +13,143+365.1% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 9,404 | $185.8 萬 | 0.1% | −2,213−19.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,319 | $190.0 萬 | 0.1% | +27,804+504.2% | 加碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 10,145 | $193.7 萬 | 0.1% | +10,145 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 8,663 | $197.3 萬 | 0.1% | −2,261−20.7% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 32,930 | $201.0 萬 | 0.1% | +26,336+399.4% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,994 | $201.5 萬 | 0.1% | +21,994 | 新進 | – |
| ASMLASML Holding NV | ADR | 2,136 | $207.3 萬 | 0.1% | −402−15.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 44,514 | $211.2 萬 | 0.1% | – | – | – |
| VICIVici Properties Inc. | COM | 50,417 | $211.6 萬 | 0.1% | +50,417 | 新進 | 歷史 |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 14,146 | $223.8 萬 | 0.1% | +14,146 | 新進 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 49,415 | $223.9 萬 | 0.1% | +37,747+323.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 28,254 | $227.2 萬 | 0.1% | −2,323,827−98.8% | 減碼 | – |
| CVXChevron Corp | Stock | 15,359 | $242.3 萬 | 0.1% | −7,488−32.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,951 | $254.5 萬 | 0.1% | −701−7.3% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 15,640 | $255.3 萬 | 0.1% | +15,640 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 56,123 | $258.2 萬 | 0.1% | +56,123 | 新進 | – |
| JPINuveen Preferred Securities & Income Opportunities Fund | COM | 117,921 | $259.1 萬 | 0.2% | +117,921 | 新進 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 51,749 | $259.6 萬 | 0.2% | −68,531−57.0% | 減碼 | – |
| ProShares Tr74348A566 | MERGER ETF | 16,088 | $261.0 萬 | 0.2% | −1,249−7.2% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 29,495 | $264.0 萬 | 0.2% | −39−0.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 14,530 | $264.6 萬 | 0.2% | −7,768−34.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,320 | $268.4 萬 | 0.2% | −1,089−17.0% | 減碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 44,882 | $270.1 萬 | 0.2% | +44,882 | 新進 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 58,735 | $276.3 萬 | 0.2% | – | – | – |
| PIPRPiper Sandler Companies | COM | 55,269 | $290.0 萬 | 0.2% | +55,269 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 4,327 | $297.3 萬 | 0.2% | −179−4.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,818 | $311.7 萬 | 0.2% | −9,617−26.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 117,418 | $314.1 萬 | 0.2% | −1,304−1.1% | 減碼 | – |
| INVAInnoviva, Inc. | COM | 102,012 | $317.9 萬 | 0.2% | +102,012 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 71,526 | $330.5 萬 | 0.2% | +71,526 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 27,410 | $331.6 萬 | 0.2% | +22,786+492.8% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 55,683 | $338.2 萬 | 0.2% | +49,409+787.5% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 125,342 | $340.4 萬 | 0.2% | +103,141+464.6% | 加碼 | – |
| DISWalt Disney Co | Stock | 28,172 | $344.7 萬 | 0.2% | −2,300−7.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 101,866 | $349.3 萬 | 0.2% | +89,724+739.0% | 加碼 | – |
| iShares Tr464289883 | CORE 30 70 ETF | 70,682 | $357.4 萬 | 0.2% | +70,682 | 新進 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 48,856 | $368.4 萬 | 0.2% | +46,526+1,996.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 27,460 | $371.4 萬 | 0.2% | +7,674+38.8% | 加碼 | 歷史 |
| VSATViasat Inc | COM | 328,119 | $372.4 萬 | 0.2% | +328,119 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,252 | $384.8 萬 | 0.2% | −1,010−16.1% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 97,063 | $413.0 萬 | 0.2% | +97,063 | 新進 | – |
| CSWCSW Industrials, Inc. | COM | 17,902 | $420.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VECOVeeco Instruments Inc | COM | 77,343 | $444.5 萬 | 0.3% | +77,343 | 新進 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 40,378 | $445.0 萬 | 0.3% | +40,378 | 新進 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 87,485 | $447.0 萬 | 0.3% | −2,223,054−96.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 90,894 | $453.7 萬 | 0.3% | −18,964−17.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 16,829 | $455.8 萬 | 0.3% | +9,523+130.3% | 加碼 | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 87,932 | $459.5 萬 | 0.3% | +87,932 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 64,609 | $464.1 萬 | 0.3% | +61,695+2,117.2% | 加碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 78,547 | $473.6 萬 | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 70,384 | $477.6 萬 | 0.3% | +57,049+427.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,749 | $494.1 萬 | 0.3% | −1,242−9.6% | 減碼 | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 32,329 | $531.3 萬 | 0.3% | +32,329 | 新進 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 71,428 | $555.2 萬 | 0.3% | +71,428 | 新進 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 69,726 | $557.2 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 39,722 | $599.5 萬 | 0.3% | −9,171−18.8% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 58,475 | $638.4 萬 | 0.4% | +41,374+241.9% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 63,184 | $661.7 萬 | 0.4% | +63,184 | 新進 | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 130,532 | $673.5 萬 | 0.4% | +124,688+2,133.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 94,118 | $683.6 萬 | 0.4% | +68,255+263.9% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 165,399 | $693.8 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,869 | $787.1 萬 | 0.5% | −4,653−16.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 81,599 | $822.6 萬 | 0.5% | +29,694+57.2% | 加碼 | – |
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 |