| 1 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | — | — | — | |
| 2 | IPG | Interpublic Group Of Cos INC | 股票-其他 | — | — | — | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-其他 | — | — | +73.33% | |
| 4 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | — | — | — | |
| 5 | TRU | Transunion | 股票-金融 | — | — | — | |
| 6 | ANBFX | American Fnds Stra Bnd-f2 | 股票-其他 | — | — | +0.72% | |
| 7 | DFITX | Dfa Intl Rl Est Secs | 股票-其他 | — | — | — | |
| 8 | LBNOX | Lord Abbett Bnd Debentur-f3 | 股票-其他 | — | — | — | |
| 9 | GGB | Gerdau SA -spon Adr | 股票-其他 | — | — | +20.00% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | — | — | — | |
| 11 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | — | — | — | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | — | — | — | |
| 13 | GBDC | Golub Capital Bdc INC | 股票-金融 | — | — | — | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | — | — | — | |
| 15 | WBA | Walgreens Boots Alliance INC | 股票-其他 | — | — | — | |
| 16 | EFC | Ellington Financial INC | 股票-其他 | — | — | — | |
| 17 | THC | Tenet Healthcare CORP | 股票-醫療保健 | — | — | — | |
| 18 | M | Macy's INC | 股票-循環性消費 | — | — | — | |
| 19 | SSIAX | 1919 Social Resp Bal-a | 股票-其他 | — | — | — | |
| 20 | CSLLY | Csl Ltd-sponsored Adr | 股票-其他 | — | — | — | |
| 21 | CRON | Cronos Group INC | 股票-其他 | — | — | — | |
| 22 | CVS | Cvs Health CORP | 股票-醫療保健 | — | — | -92.40% | |
| 23 | NVEC | Nve CORP | 股票-其他 | — | — | — | |
| 24 | LPLA | Lpl Financial Holdings INC | 股票-金融 | — | — | — | |
| 25 | FLN | First Trust Latin America | ETF-其他 | — | — | — | |
| 26 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-其他 | — | — | — | |
| 27 | WRB | Wr Berkley CORP | 股票-金融 | — | — | — | |
| 28 | TDOC | Teladoc Health INC | 股票-醫療保健 | — | — | — | |
| 29 | FNB | Fnb CORP | 股票-金融 | — | — | — | |
| 30 | ✓ | Pfizer INC | 股票-其他 | — | — | — | |
| 31 | OMC | Omnicom Group | 股票-通訊服務 | — | — | — | |
| 32 | SJT | San Juan Basin Royalty Tr | 股票-其他 | — | — | -76.62% | |
| 33 | ✓ | | 股票-其他 | — | — | — | |
| 34 | BANC | Banc Of California INC | 股票-其他 | — | — | — | |
| 35 | METC | Ramaco Resources Inc-a | 股票-其他 | — | — | -66.67% | |
| 36 | FLO | Flowers Foods INC | 股票-非循環性消費 | — | — | — | |
| 37 | TMSNY | Temenos Ag-sp Adr | 股票-其他 | — | — | — | |
| 38 | MSM | Msc Industrial Direct Co-a | 股票-工業 | — | — | — | |
| 39 | PNOPX | Putnam Sustain Ldrs-a | 股票-其他 | — | — | — | |
| 40 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-其他 | — | — | — | |
| 41 | AEVA | Aeva Technologies INC | 股票-其他 | — | — | — | |
| 42 | SOLV | Solventum CORP | 股票-醫療保健 | — | — | — | |
| 43 | GS 5.05 04-22-25 | Goldman Sachs Bank USA | 股票-金融 | — | — | — | |
| 44 | CI | THE Cigna Group | 股票-醫療保健 | — | — | — | |
| 45 | PSX | Phillips 66 | 股票-能源 | — | — | — | |
| 46 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | — | — | — | |
| 47 | ITOCY | Itochu Corp-unsponsored Adr | 股票-其他 | — | — | — | |
| 48 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | — | — | — | |
| 49 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | — | — | — | |
| 50 | RXO | Rxo INC | 股票-其他 | — | — | — | |