Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/19 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 115
- 較 2022 年第 1 季 0
- 總值
- $2.11 億
- 較 2022 年第 1 季 −$2,116 萬 (−9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 160 | $7,000 | <0.1% | +3+1.9% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 58 | $6,000 | <0.1% | +29+100.0% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 95 | $6,000 | <0.1% | +32+50.8% | 加碼 | – |
| iShares Tr46435G342 | MORTGE REL ETF | 220 | $6,000 | <0.1% | +220 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 58 | $5,000 | <0.1% | +56+2,800.0% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 68 | $5,000 | <0.1% | +68 | 新進 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 89 | $5,000 | <0.1% | +89 | 新進 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 122 | $5,000 | <0.1% | +122 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 67 | $4,000 | <0.1% | +67 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 43 | $3,000 | <0.1% | +43 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 18 | $2,000 | <0.1% | +18 | 新進 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 33 | $2,000 | <0.1% | −152−82.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 28 | $1,000 | <0.1% | −27−49.1% | 減碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 26 | $1,000 | <0.1% | +26 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4 | $1,000 | <0.1% | −111−96.5% | 減碼 | – |
2022 年第 1 季之後清倉（16 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 2,950 | $27.0 萬 | 0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,769 | $22.6 萬 | 0.1% | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,494 | $20.1 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 59 | $16.4 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,764 | $12.3 萬 | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 1,718 | $10.0 萬 | <0.1% | – |
| GOOGAlphabet Inc. | Stock | 18 | $5.00 萬 | <0.1% | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 1,154 | $4.70 萬 | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,477 | $4.10 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 182 | $3.20 萬 | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 1,012 | $3.20 萬 | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 106 | $8,000 | <0.1% | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 35 | $3,000 | <0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 15 | $1,000 | <0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6 | $1,000 | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2 | $0 | 0.0% | – |