Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 126
- 較 2023 年第 1 季 +21
- 總值
- $4.93 億
- 較 2023 年第 1 季 +$4,020 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 111 | $9,199 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 163 | $8,046 | <0.1% | +2+1.2% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 208 | $7,711 | <0.1% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 64 | $7,225 | <0.1% | +6+10.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 148 | $6,030 | <0.1% | +61+70.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20 | $5,659 | <0.1% | +20 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 60 | $5,014 | <0.1% | +24+66.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 64 | $4,660 | <0.1% | 00.0% | 不變 | – |
| Vanguard Materials ETF92204A801 | ETF | 20 | $3,639 | <0.1% | +20 | 新進 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 120 | $3,445 | <0.1% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23 | $3,423 | <0.1% | +23 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 24 | $3,412 | <0.1% | +24 | 新進 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 47 | $2,706 | <0.1% | +47 | 新進 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 34 | $1,715 | <0.1% | +34 | 新進 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 45 | $1,453 | <0.1% | +45 | 新進 | – |
| Schwab US Tips ETF808524870 | ETF | 20 | $1,049 | <0.1% | +20 | 新進 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 8 | $996 | <0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 25 | $891 | <0.1% | −19−43.2% | 減碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 32 | $857 | <0.1% | +32 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 18 | $788 | <0.1% | +18 | 新進 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 18 | $597 | <0.1% | +18 | 新進 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18 | $443 | <0.1% | +18 | 新進 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 13 | $439 | <0.1% | +13 | 新進 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 22 | $430 | <0.1% | +22 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5 | $251 | <0.1% | +4+400.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 5 | $201 | <0.1% | +5 | 新進 | – |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。