我們已在上線! 進一步了解
DFAT圖示

U.S. Targeted Value Portfolio ETF Class Shares

名稱 持股 交易金額 股數
變動
持股
變動
TWM
51
Tumwater Wealth Management
Idaho
US$4451萬 +US$53.3萬 +7,973 +1%
Helen Stephens Group
52
Helen Stephens Group
Texas
US$4087萬 +US$324萬 +48,472 +9%
RYA
53
Richard Young Associates
Georgia
US$3905萬 -US$2.32萬 -347 -0.1%
Confluence Wealth Services
54
Confluence Wealth Services
Pennsylvania
US$3876萬 +US$652萬 +97,540 +21%
FH
55
Financial Harvest
Florida
US$3761萬 +US$203萬 +30,440 +6%
UBS Group
56
UBS Group
Switzerland
US$3700萬 +US$514萬 +76,847 +17%
Mosaic Family Wealth Partners
57
Mosaic Family Wealth Partners
Missouri
US$3537萬 +US$116萬 +17,347 +4%
EFP
58
EnRich Financial Partners
Wisconsin
US$3527萬 -US$114萬 -17,069 -3%
Beaird Harris Wealth Management
59
Beaird Harris Wealth Management
Texas
US$3302萬 -US$83.3萬 -12,459 -3%
Summit Financial Strategies
60
Summit Financial Strategies
Ohio
US$3302萬 +US$174萬 +26,038 +6%
Planning Center Inc
61
Planning Center Inc
Illinois
US$3266萬 -US$1.98萬 -297 -0.1%
TCI Wealth Advisors
62
TCI Wealth Advisors
Arizona
US$3253萬 -US$36.5萬 -5,469 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
US$3229萬 +US$68.1萬 +10,190 +2%
NL
64
NorthAvenue LLC
Ohio
US$3182萬 +US$95.3萬 +14,258 +3%
AE Wealth Management
65
AE Wealth Management
Kansas
US$3178萬 +US$94.1萬 +14,086 +3%
BWA
66
Babb Wealth Advisors
Arizona
US$3172萬 +US$104萬 +15,636 +4%
AQR Capital Management
67
AQR Capital Management
Connecticut
US$3129萬 +US$378萬 +56,593 +14%
Conrad Siegel Investment Advisors
68
Conrad Siegel Investment Advisors
Pennsylvania
US$3114萬 +US$33.3萬 +4,986 +1%
Forvis Mazars Wealth Advisors
69
Forvis Mazars Wealth Advisors
Missouri
US$3049萬 -US$316萬 -47,229 -10%
SIMC
70
Squire Investment Management Company
Utah
US$3021萬 -US$6.54萬 -978 -0.2%
WG
71
Watchman Group
Texas
US$3017萬 +US$7.68萬 +1,149 +0.3%
DEM
72
Disciplined Equity Management
Florida
US$2999萬 +US$100萬 +14,930 +4%
Allen Capital Group
73
Allen Capital Group
Nebraska
US$2950萬 +US$22.5萬 +3,373 +0.8%
TFC Financial Management
74
TFC Financial Management
Massachusetts
US$2876萬 +US$16.8萬 +2,513 +0.6%
CFGA
75
Cambridge Financial Group (Arizona)
Arizona
US$2836萬 +US$105萬 +15,746 +4%