RFP Financial Group LLC
- SEC CIK
- 0001956564
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 107
- 較 2024 年第 2 季 −807
- 總值
- $3.07 億
- 較 2024 年第 2 季 +$3,682 萬 (+13.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 239,290 | $4,286 萬 | 14.0% | −98,292−29.1% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 119,122 | $3,835 萬 | 12.5% | +101,910+592.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 36,144 | $2,085 萬 | 6.8% | +846+2.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 76,897 | $1,791 萬 | 5.8% | −6,504−7.8% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 163,808 | $1,190 萬 | 3.9% | +2,946+1.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 111,800 | $1,132 萬 | 3.7% | +946+0.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 145,360 | $1,044 萬 | 3.4% | +68,507+89.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,934 | $1,029 萬 | 3.4% | +8,055+50.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,690 | $797.1 萬 | 2.6% | +5,814+41.9% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 73,126 | $794.4 萬 | 2.6% | −40.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,660 | $791.3 萬 | 2.6% | +34,555+104.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 124,902 | $778.4 萬 | 2.5% | +3,319+2.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 69,821 | $737.7 萬 | 2.4% | +40,944+141.8% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 264,173 | $735.5 萬 | 2.4% | +72,815+38.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,424 | $629.6 萬 | 2.1% | +16,421+547,366.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,616 | $612.1 萬 | 2.0% | +10,790+99.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 57,402 | $463.0 萬 | 1.5% | +23,622+69.9% | 加碼 | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 159,726 | $426.3 萬 | 1.4% | +878+0.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 79,380 | $402.8 萬 | 1.3% | +1,605+2.1% | 加碼 | – |
| SOSouthern Co | Stock | 36,686 | $330.8 萬 | 1.1% | +15,948+76.9% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 26,938 | $322.0 萬 | 1.0% | +2,018+8.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 18,474 | $299.3 萬 | 1.0% | +6,697+56.9% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 23,623 | $296.7 萬 | 1.0% | +362+1.6% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 98,866 | $290.8 萬 | 0.9% | −127,052−56.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,580 | $228.5 萬 | 0.7% | +1,218+89.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,714 | $223.5 萬 | 0.7% | +2,834+98.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,756 | $216.9 萬 | 0.7% | +6,101+91.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 26,685 | $200.4 萬 | 0.7% | +195+0.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 11,758 | $196.6 萬 | 0.6% | −2,464−17.3% | 減碼 | 歷史 |
| Raymond James Bank754904936 | RJBNI | 1,723,354 | $172.3 萬 | 0.6% | −568,697−24.8% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,882 | $167.6 萬 | 0.5% | −605−2.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,640 | $161.0 萬 | 0.5% | −2,645−23.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,135 | $155.2 萬 | 0.5% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 12,058 | $146.4 萬 | 0.5% | +7,122+144.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,886 | $145.2 萬 | 0.5% | −540−7.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,616 | $144.6 萬 | 0.5% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,616 | $143.2 萬 | 0.5% | −229−12.4% | 減碼 | 歷史 |
| Schwab US Treasury Money Fund;Ultra808515472 | Mutual Fund | 1,390,880 | $139.1 萬 | 0.5% | +279,714+25.2% | 加碼 | – |
| Vanguard Index FDS922908710 | COM | 2,566 | $136.4 萬 | 0.4% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 9,042 | $133.2 萬 | 0.4% | +2,571+39.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,246 | $108.2 萬 | 0.4% | −569−8.3% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 24,336 | $104.1 萬 | 0.3% | +71+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,855 | $103.7 萬 | 0.3% | −3,777−29.9% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 36,644 | $100.6 萬 | 0.3% | +18,890+106.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,742 | $100.0 萬 | 0.3% | +152+9.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,072 | $98.0 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 9,460 | $96.9 萬 | 0.3% | +12+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,572 | $91.9 萬 | 0.3% | +6+0.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,908 | $89.8 萬 | 0.3% | −408−4.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,932 | $88.9 萬 | 0.3% | −1,328−40.7% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 21,506 | $78.7 萬 | 0.3% | +136+0.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,658 | $72.1 萬 | 0.2% | −1,818−40.6% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,079 | $70.9 萬 | 0.2% | −5,121−50.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,548 | $70.0 萬 | 0.2% | −960−27.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,188 | $68.0 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,832 | $66.6 萬 | 0.2% | +3,449+102.0% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,712 | $64.6 萬 | 0.2% | +1,956+41.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,087 | $64.1 萬 | 0.2% | +139+1.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,841 | $60.5 萬 | 0.2% | +40+0.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,511 | $58.2 萬 | 0.2% | −3,130−47.1% | 減碼 | 歷史 |
| Fidelity Inv MM Fds Treasury Only Instl31607A802 | Mutual Fund | 561,528 | $56.2 萬 | 0.2% | −11,193−2.0% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,503 | $55.8 萬 | 0.2% | −85−1.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,994 | $55.3 萬 | 0.2% | +65+0.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 942 | $55.1 萬 | 0.2% | +342+57.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,742 | $55.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,348 | $51.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Equity Income Fund Admiral Shares921921300 | Com | 5,348 | $51.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,837 | $46.4 萬 | 0.2% | −1,918−16.3% | 減碼 | – |
| PFEPfizer Inc | Stock | 15,946 | $46.1 萬 | 0.2% | +1,470+10.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,716 | $45.1 萬 | 0.1% | +506+9.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 785 | $41.4 萬 | 0.1% | −197−20.1% | 減碼 | – |
| SNVSynovus Financial Corp | COM NEW | 9,206 | $40.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 8,289 | $39.1 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,435 | $37.5 萬 | 0.1% | −131−8.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,198 | $33.0 萬 | 0.1% | −7,443−54.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,426 | $32.8 萬 | 0.1% | +320+5.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908686 | SMCP INDEX ADM | 2,860 | $32.5 萬 | 0.1% | −54−1.9% | 減碼 | – |
| Vanguard Tl Int Stock Index921909818 | ETF | 9,022 | $31.4 萬 | 0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 1,000 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fleming Cap Mut FD Group339128100 | JP MORGAN MID L | 6,784 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Index FDS922908645 | MDCAP INDX ADM | 841 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| Harris Assoc Invt Tr413838723 | OAKMRK FD INST | 9,666 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 2,973 | $26.8 萬 | 0.1% | −1,184−28.5% | 減碼 | – |
| Harbor Cap Appreciation FND IN411511504 | mf | 2,181 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| Citibank172901936 | CITIB | 235,184 | $23.5 萬 | 0.1% | +21,188+9.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,285 | $23.0 萬 | 0.1% | −3,878−62.9% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 5,105 | $22.9 萬 | 0.1% | −1,828−26.4% | 減碼 | 歷史 |
| Allianz FDS Algi Tech Instl92837Q843 | Mutual Fund | 2,687 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Health Care Adm921908885 | COM | 2,331 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 3,213 | $22.1 萬 | 0.1% | −126−3.8% | 減碼 | – |
| BACBank of America Corp | Stock | 5,085 | $20.2 萬 | 0.1% | −196−3.7% | 減碼 | 歷史 |
| Ave Maria Bond Fund N/L808530505 | AVEFX | 13,742 | $16.9 萬 | 0.1% | +100+0.7% | 加碼 | – |
| Snoxx808515621 | MF | 164,815 | $16.5 萬 | 0.1% | −165,149−50.1% | 減碼 | – |
| Vanguard Inter Term T/Exempt Admiral Shares922907878 | Com | 11,888 | $16.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Premier Portfolio Instl CL M/M00142W868 | IPPXX | 125,366 | $12.5 萬 | <0.1% | +125,366 | 新進 | – |
| Alps/Corecommodity Mgmt CMPLT Commodities Strgy CL I N/L317609667 | COM | 11,503 | $8.74 萬 | <0.1% | 00.0% | 不變 | – |
| Fimm Treasury Portfolio Money Market Instl CL M/M31607A885 | FRBXX | 80,793 | $8.08 萬 | <0.1% | −37,065−31.4% | 減碼 | – |
| U.S. Treasury Bond Stripped Principal Payment912803BP7 | 912803BP | 80,000 | $7.01 萬 | <0.1% | 00.0% | 不變 | – |
| TriState Capital Bank895902989 | 1TRSTT | 58,652 | $5.87 萬 | <0.1% | +3,093+5.6% | 加碼 | – |
| Schwab Municipal Money-Inv808508105 | COM | 32,529 | $3.25 萬 | <0.1% | −21,414−39.7% | 減碼 | – |
2024 年第 2 季之後清倉（809 檔）
2024 年第 2 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 809 檔。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 19,822 | $198.4 萬 | 0.7% | – |
| ADPAutomatic Data Processing Inc | Stock | 1,841 | $43.9 萬 | 0.2% | 歷史 |
| ORCLOracle Corp | Stock | 2,869 | $40.5 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 10,216 | $40.0 萬 | 0.1% | 歷史 |
| NVSNovartis AG | ADR | 3,286 | $35.0 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 426 | $33.5 萬 | 0.1% | 歷史 |
| US Bank902902949 | 1USBKL | 310,510 | $31.1 萬 | 0.1% | – |
| MMM3M Co | Stock | 2,974 | $30.4 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 810 | $30.3 萬 | 0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 4,050 | $30.0 萬 | 0.1% | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 2,618 | $26.2 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 4,423 | $26.1 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 2,487 | $25.0 萬 | 0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,141 | $23.4 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 7,564 | $23.4 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,127 | $22.4 萬 | 0.1% | 歷史 |
| SHELShell plc | ADR | 3,108 | $22.4 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 1,924 | $21.2 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,217 | $21.0 萬 | 0.1% | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 3,856 | $19.2 萬 | 0.1% | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 578 | $18.3 萬 | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 112 | $17.9 萬 | 0.1% | 歷史 |
| WSOWatsco Inc | COM | 386 | $17.9 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 990 | $17.2 萬 | 0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,713 | $17.2 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 8,950 | $17.1 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,142 | $16.9 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 565 | $16.8 萬 | 0.1% | – |
| MCDMcDonalds Corp | Stock | 628 | $16.0 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 704 | $15.9 萬 | 0.1% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 809 | $15.8 萬 | 0.1% | – |
| DOWDow Inc. | Stock | 2,949 | $15.6 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 1,357 | $15.0 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,627 | $14.9 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 937 | $14.9 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 1,465 | $14.8 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 493 | $14.8 萬 | 0.1% | 歷史 |
| Invesco Collegebound Moderate College Portfolio CL I N/L76221W490 | ICMDI | 9,353 | $14.6 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 2,489 | $14.5 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,750 | $14.3 萬 | 0.1% | – |
| DHRDanaher Corp | Stock | 569 | $14.2 萬 | 0.1% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,500 | $13.9 萬 | 0.1% | – |
| Janus Henderson Small Cap Value T471023572 | NTF EQUITY FUNDS | 5,699 | $13.8 萬 | 0.1% | – |
| ABCBAmeris Bancorp | COM | 2,730 | $13.7 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,004 | $13.7 萬 | 0.1% | 歷史 |
| Oakmark International Small Cap Investor413838509 | OAKEX | 7,021 | $13.3 萬 | <0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 1,648 | $13.3 萬 | <0.1% | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 3,073 | $13.2 萬 | <0.1% | – |
| LOWLowes Companies Inc | Stock | 597 | $13.2 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,148 | $12.5 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 578 | $12.4 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 902 | $12.3 萬 | <0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,828 | $12.0 萬 | <0.1% | 歷史 |
| Schwab Cap Tr S&P 500IDX Sel808509855 | COM | 1,411 | $11.9 萬 | <0.1% | – |
| VRSKVerisk Analytics, Inc. | COM | 436 | $11.8 萬 | <0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 191 | $11.2 萬 | <0.1% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 2,205 | $11.0 萬 | <0.1% | – |
| HSBC Bank USA437901994 | 1HSBBC | 109,802 | $11.0 萬 | <0.1% | – |
| NEENextera Energy Inc | Stock | 1,520 | $10.8 萬 | <0.1% | 歷史 |
| JPMorgan Europe Dynamic L4812A0680 | JFEIX | 3,237 | $10.8 萬 | <0.1% | – |
| CARRCarrier Global Corp | Stock | 1,689 | $10.7 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 229 | $10.4 萬 | <0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,078 | $10.3 萬 | <0.1% | – |
| iShares Tr464288521 | CRE U S REIT ETF | 1,917 | $10.3 萬 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 713 | $10.2 萬 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 730 | $10.0 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 329 | $9.99 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 178 | $9.85 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 697 | $9.84 萬 | <0.1% | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 1,222 | $9.78 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 761 | $9.68 萬 | <0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 200 | $9.58 萬 | <0.1% | – |
| CRMSalesforce, Inc. | Stock | 371 | $9.54 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 1,574 | $9.35 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 4,622 | $9.18 萬 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 6,857 | $9.13 萬 | <0.1% | – |
| BABoeing Co | Stock | 500 | $9.10 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 1,680 | $9.06 萬 | <0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 506 | $8.68 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 1,685 | $8.66 萬 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 509 | $8.59 萬 | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 1,112 | $8.35 萬 | <0.1% | – |
| RACEFerrari N.V. | COM | 200 | $8.17 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 1,007 | $7.89 萬 | <0.1% | – |
| UNPUnion Pacific Corp | Stock | 346 | $7.83 萬 | <0.1% | 歷史 |
| Huntington National Bank445901903 | 1HNTLB | 77,899 | $7.79 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 1,915 | $7.77 萬 | <0.1% | – |
| OTISOtis Worldwide Corp | Stock | 800 | $7.70 萬 | <0.1% | 歷史 |
| Dodge & Cox Global Bond Fund N/L256206301 | Mutual Fund (Open End) - No Load | 7,141 | $7.63 萬 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 91 | $7.47 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 158 | $7.41 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 1,556 | $7.38 萬 | <0.1% | 歷史 |
| AFLAflac Inc | Stock | 821 | $7.33 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 1,554 | $7.33 萬 | <0.1% | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 1,583 | $7.30 萬 | <0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 135 | $7.22 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 580 | $7.18 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 186 | $7.13 萬 | <0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 678 | $7.05 萬 | <0.1% | 歷史 |
| SAPSAP SE | ADR | 349 | $7.04 萬 | <0.1% | 歷史 |