Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/3 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 103
- 較 2021 年第 3 季 −12
- 總值
- $2.57 億
- 較 2021 年第 3 季 +$8,659 萬 (+50.8%)
2021 年第 3 季之後清倉（23 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 4,499 | $24.0 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,218 | $22.1 萬 | 0.1% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,141 | $11.7 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 2,606 | $11.4 萬 | 0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 591 | $10.8 萬 | 0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 922 | $8.70 萬 | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 784 | $8.50 萬 | <0.1% | – |
| iShares Tr46434V696 | CORE MSCI PAC | 1,273 | $8.50 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 959 | $5.90 萬 | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 425 | $5.70 萬 | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 228 | $2.60 萬 | <0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 238 | $1.20 萬 | <0.1% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 291 | $8,000 | <0.1% | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 314 | $8,000 | <0.1% | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 317 | $8,000 | <0.1% | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 322 | $8,000 | <0.1% | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 320 | $8,000 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 75 | $4,000 | <0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 65 | $4,000 | <0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 29 | $2,000 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19 | $2,000 | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18 | $2,000 | <0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9 | $1,000 | <0.1% | – |