Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 115
- 較 2021 年第 2 季 +28
- 總值
- $1.70 億
- 較 2021 年第 2 季 −$467.7 萬 (−2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 291 | $8,000 | <0.1% | +291 | 新進 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 314 | $8,000 | <0.1% | +314 | 新進 | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 317 | $8,000 | <0.1% | +317 | 新進 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 322 | $8,000 | <0.1% | +322 | 新進 | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 320 | $8,000 | <0.1% | +320 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 87 | $7,000 | <0.1% | +57+190.0% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 75 | $4,000 | <0.1% | +75 | 新進 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 65 | $4,000 | <0.1% | +65 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 35 | $2,000 | <0.1% | +35 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30 | $2,000 | <0.1% | −553−94.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 29 | $2,000 | <0.1% | +29 | 新進 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19 | $2,000 | <0.1% | +19 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18 | $2,000 | <0.1% | +18 | 新進 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9 | $1,000 | <0.1% | +9 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1 | $0 | 0.0% | 00.0% | 不變 | – |
2021 年第 2 季之後清倉（3 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。