Able Wealth Management LLC
- SEC CIK
- 0002011908
- 最新申報
- 2026/7/29
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/11/1 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 86
- 較 2023 年第 4 季 −525
- 總值
- $1.15 億
- 較 2023 年第 4 季 +$451.6 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 183,392 | $2,027 萬 | 17.7% | +7,069+4.0% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 63,722 | $701.8 萬 | 6.1% | +891+1.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,223 | $590.1 萬 | 5.1% | +65+0.6% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 69,177 | $578.2 萬 | 5.0% | +904+1.3% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 56,858 | $514.2 萬 | 4.5% | +1,133+2.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 87,967 | $465.1 萬 | 4.1% | +25,009+39.7% | 加碼 | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 157,156 | $463.6 萬 | 4.0% | −1,980−1.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 45,586 | $432.6 萬 | 3.8% | +12,226+36.6% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 36,828 | $431.7 萬 | 3.8% | +697+1.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,686 | $360.2 萬 | 3.1% | +2,617+32.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 24,811 | $286.1 萬 | 2.5% | +2,946+13.5% | 加碼 | – |
| MAMastercard Inc | Stock | 4,702 | $226.5 萬 | 2.0% | +22+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 11,602 | $216.7 萬 | 1.9% | −49−0.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 35,063 | $203.8 萬 | 1.8% | +2,500+7.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,971 | $188.1 萬 | 1.6% | +80+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 31,095 | $157.8 萬 | 1.4% | +4,160+15.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 28,069 | $155.0 萬 | 1.4% | −688−2.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 28,897 | $152.2 萬 | 1.3% | +3,352+13.1% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 17,508 | $131.0 萬 | 1.1% | +599+3.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,483 | $129.9 萬 | 1.1% | +41+1.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 24,605 | $124.1 萬 | 1.1% | +2,874+13.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,949 | $117.8 萬 | 1.0% | −410−2.9% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 11,547 | $108.2 萬 | 0.9% | +64+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,368 | $99.6 萬 | 0.9% | +77+3.4% | 加碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 19,244 | $97.5 萬 | 0.9% | +6,803+54.7% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 26,456 | $97.2 萬 | 0.8% | −9,414−26.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,016 | $96.9 萬 | 0.8% | +120+6.3% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 10,140 | $95.4 萬 | 0.8% | +1,692+20.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,008 | $88.8 萬 | 0.8% | +1,045+21.1% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 7,778 | $84.4 萬 | 0.7% | +2,460+46.3% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,844 | $84.3 萬 | 0.7% | +55+0.8% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 3,392 | $83.9 萬 | 0.7% | +2,206+186.0% | 加碼 | – |
| PFEPfizer Inc | Stock | 28,482 | $79.0 萬 | 0.7% | −3,789−11.7% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,642 | $71.5 萬 | 0.6% | +828+14.2% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 12,403 | $62.9 萬 | 0.5% | +4,587+58.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 7,153 | $57.4 萬 | 0.5% | +7,153 | 新進 | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 13,532 | $56.6 萬 | 0.5% | −469−3.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,381 | $55.9 萬 | 0.5% | −2,069−27.8% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 7,795 | $52.1 萬 | 0.5% | +14+0.2% | 加碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 19,879 | $51.4 萬 | 0.4% | −3,970−16.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,930 | $49.0 萬 | 0.4% | −355−6.7% | 減碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 8,992 | $47.3 萬 | 0.4% | −4,032−31.0% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 2,767 | $46.8 萬 | 0.4% | −31−1.1% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,078 | $46.6 萬 | 0.4% | −379−6.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 767 | $46.6 萬 | 0.4% | +12+1.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,244 | $42.3 萬 | 0.4% | −1,404−14.6% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 6,103 | $40.2 萬 | 0.4% | −2,511−29.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,655 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 8,733 | $37.9 萬 | 0.3% | −2,304−20.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,624 | $37.8 萬 | 0.3% | +23+0.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,449 | $37.3 萬 | 0.3% | +76+3.2% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,525 | $36.9 萬 | 0.3% | −127−3.5% | 減碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 5,613 | $35.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,965 | $35.4 萬 | 0.3% | +312+18.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,274 | $33.1 萬 | 0.3% | +107+9.2% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 3,623 | $32.9 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 6,699 | $32.8 萬 | 0.3% | +6,699 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,573 | $31.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,904 | $31.5 萬 | 0.3% | −2,022−29.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,970 | $30.3 萬 | 0.3% | −246−4.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 779 | $29.9 萬 | 0.3% | −23−2.9% | 減碼 | 歷史 |
| Global X FDS37954Y574 | ADAPTIVE US | 7,288 | $29.8 萬 | 0.3% | +7,288 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,831 | $29.3 萬 | 0.3% | −2,108−26.6% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,290 | $29.0 萬 | 0.3% | +11,290 | 新進 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,129 | $28.0 萬 | 0.2% | −10.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,227 | $27.6 萬 | 0.2% | +1,227 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,769 | $27.6 萬 | 0.2% | −121−3.1% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 6,636 | $27.2 萬 | 0.2% | +6,636 | 新進 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 5,690 | $25.7 萬 | 0.2% | −556−8.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 1,935 | $25.5 萬 | 0.2% | −10−0.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,409 | $25.4 萬 | 0.2% | +302+27.3% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,544 | $25.4 萬 | 0.2% | +131+9.3% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,258 | $24.9 萬 | 0.2% | −610−21.3% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,026 | $24.7 萬 | 0.2% | −641−11.3% | 減碼 | – |
| HSYHershey Co | COM | 1,265 | $24.6 萬 | 0.2% | +65+5.4% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,339 | $24.6 萬 | 0.2% | +1,134+94.1% | 加碼 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 7,579 | $24.4 萬 | 0.2% | +7,579 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,326 | $24.2 萬 | 0.2% | +248+23.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,190 | $23.7 萬 | 0.2% | −567−9.8% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,478 | $23.0 萬 | 0.2% | −16−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 5,487 | $23.0 萬 | 0.2% | +826+17.7% | 加碼 | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 6,805 | $22.8 萬 | 0.2% | +6,805 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 508 | $22.6 萬 | 0.2% | −132−20.6% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,021 | $21.9 萬 | 0.2% | −1,184−36.9% | 減碼 | – |
| CRGECharge Enterprises, Inc. | COM | 95,812 | $885 | <0.1% | +95,812 | 新進 | 歷史 |
| IPIXInnovation Pharmaceuticals Inc. | Common Stock | 55,894 | $796 | <0.1% | −20,000−26.4% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（534 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 534 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 |
|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,791 | $26.9 萬 | 0.2% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 7,654 | $23.4 萬 | 0.2% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,040 | $21.4 萬 | 0.2% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,041 | $18.2 萬 | 0.2% | – |
| BABoeing Co | Stock | 686 | $17.9 萬 | 0.2% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 3,239 | $16.9 萬 | 0.2% | – |
| ALGNAlign Technology Inc | COM | 600 | $16.4 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,053 | $15.4 萬 | 0.1% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 5,000 | $15.1 萬 | 0.1% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,364 | $14.3 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 3,849 | $14.2 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,453 | $13.7 萬 | 0.1% | – |
| VVisa Inc. | Stock | 509 | $13.3 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,603 | $13.2 萬 | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 4,208 | $13.1 萬 | 0.1% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,022 | $12.4 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 1,474 | $12.1 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 322 | $11.3 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 2,143 | $11.0 萬 | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 734 | $11.0 萬 | 0.1% | – |
| KMBKimberly Clark Corp | Stock | 900 | $10.9 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 826 | $10.8 萬 | 0.1% | 歷史 |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 716 | $10.8 萬 | 0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 208 | $10.1 萬 | 0.1% | – |
| METAMeta Platforms, Inc. | Stock | 272 | $9.63 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 179 | $9.44 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,757 | $9.01 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 293 | $8.93 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 590 | $8.53 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P706 | NUVEEN SHRT TERM | 2,610 | $8.06 萬 | 0.1% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,490 | $8.04 萬 | 0.1% | – |
| TSLATesla, Inc. | Stock | 321 | $7.98 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 600 | $7.87 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 129 | $7.55 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 784 | $7.51 萬 | 0.1% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 1,323 | $7.46 萬 | 0.1% | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 2,043 | $7.12 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,176 | $6.98 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 265 | $6.97 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 1,373 | $6.90 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 419 | $6.85 萬 | 0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 430 | $6.73 萬 | 0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 566 | $6.62 萬 | 0.1% | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,604 | $6.30 萬 | 0.1% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 173 | $6.17 萬 | 0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 570 | $6.13 萬 | 0.1% | – |
| EXCExelon Corp | Stock | 1,699 | $6.10 萬 | 0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 1,006 | $6.08 萬 | 0.1% | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 230 | $5.96 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 1,395 | $5.89 萬 | 0.1% | – |
| TAT&T Inc. | Stock | 3,460 | $5.81 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 223 | $5.64 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 307 | $5.52 萬 | 0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,019 | $5.48 萬 | <0.1% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 2,257 | $5.44 萬 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 548 | $5.42 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 595 | $5.37 萬 | <0.1% | 歷史 |
| Cambria ETF Tr132061607 | GLB ASSET ALLO | 1,856 | $5.17 萬 | <0.1% | – |
| Vanguard World FD921910709 | EXTENDED DUR | 634 | $5.14 萬 | <0.1% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 604 | $5.01 萬 | <0.1% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 977 | $4.94 萬 | <0.1% | – |
| NEENextera Energy Inc | Stock | 807 | $4.90 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 338 | $4.89 萬 | <0.1% | – |
| LLoews Corp | COM | 684 | $4.76 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 1,244 | $4.69 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 1,365 | $4.60 萬 | <0.1% | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,083 | $4.57 萬 | <0.1% | – |
| LMTLockheed Martin Corp | Stock | 100 | $4.53 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 605 | $4.48 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 539 | $4.40 萬 | <0.1% | – |
| Vanguard Real Estate ETF922908553 | ETF | 496 | $4.38 萬 | <0.1% | – |
| MDLZMondelez International, Inc. | Stock | 597 | $4.32 萬 | <0.1% | 歷史 |
| ETREntergy Corp | COM | 423 | $4.28 萬 | <0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 453 | $4.26 萬 | <0.1% | – |
| CMCSAComcast Corp | Stock | 970 | $4.25 萬 | <0.1% | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 191 | $4.22 萬 | <0.1% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 252 | $4.14 萬 | <0.1% | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 270 | $3.92 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 502 | $3.88 萬 | <0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 629 | $3.75 萬 | <0.1% | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 4,474 | $3.50 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,014 | $3.42 萬 | <0.1% | – |
| ENVXEnovix Corp | COM | 2,700 | $3.38 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 1,484 | $3.38 萬 | <0.1% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 796 | $3.30 萬 | <0.1% | – |
| ABBVAbbVie Inc. | Stock | 213 | $3.30 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 564 | $3.24 萬 | <0.1% | 歷史 |
| CHNChina Fund, Inc. | COM | 3,185 | $3.24 萬 | <0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 65 | $3.22 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 570 | $3.22 萬 | <0.1% | – |
| BNYBank of New York Mellon Corp | Stock | 615 | $3.20 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 2,625 | $3.20 萬 | <0.1% | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 403 | $3.04 萬 | <0.1% | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 811 | $3.02 萬 | <0.1% | – |
| WMTWalmart Inc. | Stock | 190 | $2.99 萬 | <0.1% | 歷史 |
| MOAltria Group, Inc. | Stock | 737 | $2.97 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 2,738 | $2.97 萬 | <0.1% | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 998 | $2.92 萬 | <0.1% | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 885 | $2.91 萬 | <0.1% | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,119 | $2.86 萬 | <0.1% | – |