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Vanguard California Tax-Exempt Bond ETF

名稱 持股 交易金額 股數
變動
持股
變動
Centaurus Financial
126
Centaurus Financial
California
US$41.9萬 +US$10.3萬 +1,030 +33%
Tolleson Wealth Management
127
Tolleson Wealth Management
Texas
US$41萬 – – –
RPGK
128
Retirement Planning Group (Kansas)
Kansas
US$40.5萬 -US$28.5萬 -2,856 -42%
HCR Wealth Advisors
129
HCR Wealth Advisors
California
US$40.4萬 +US$40.1萬 +4,015 新
Bridgewater Advisors
130
Bridgewater Advisors
New York
US$40.3萬 -US$3.08萬 -309 -7%
MWML
131
M Wealth Management LLC
California
US$40.1萬 +US$39.8萬 +3,989 新
Pinnacle Associates
132
Pinnacle Associates
New York
US$38.6萬 – – –
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
US$38.6萬 – – –
Financial Engines Advisors
134
Financial Engines Advisors
California
US$38.3萬 +US$4,592 +46 +1%
Elser Financial Planning
135
Elser Financial Planning
Indiana
US$37.8萬 -US$7.69萬 -770 -17%
Betterment LLC
136
Betterment LLC
New York
US$37.3萬 -US$1.24萬 -124 -3%
HWMG
137
Hurlow Wealth Management Group
Indiana
US$36.9萬 +US$2.5萬 +250 +7%
WFS
138
WealthGarden F.S.
California
US$36.4萬 +US$36.1萬 +3,620 新
Summitry LLC
139
Summitry LLC
California
US$35.5萬 – – –
D.A. Davidson & Co
140
D.A. Davidson & Co
Montana
US$35.2萬 +US$14.4萬 +1,447 +71%
Weatherly Asset Management
141
Weatherly Asset Management
California
US$34.5萬 – – –
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
US$34.3萬 +US$5.57萬 +558 +20%
Wealthspire Advisors (New York)
143
Wealthspire Advisors (New York)
New York
US$33.9萬 +US$33.6萬 +3,366 新
CC
144
Climber Capital
Switzerland
US$31.2萬 – – –
Blume Capital Management
145
Blume Capital Management
California
US$30.2萬 – – –
Aureus Asset Management
146
Aureus Asset Management
Massachusetts
US$30.2萬 +US$30萬 +3,000 新
Sequoia Financial Advisors
147
Sequoia Financial Advisors
Ohio
US$29.5萬 – – –
XY Planning Network
148
XY Planning Network
Montana
US$29.4萬 – – –
OC
149
Optima Capital
Oregon
US$29.2萬 +US$4.51萬 +452 +18%
MWS
150
MFA Wealth Services
California
US$29萬 +US$1,198 +12 +0.4%