BFT Financial Group, LLC
- SEC CIK
- 0001146089
- 最新申報
- 2023/7/25
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/3 申報。只含多頭部位。
- 持股檔數
- 244
- 2021 年第 4 季沒有申報
- 總值
- $6.28 億
- 2021 年第 4 季沒有申報
BFT Financial Group, LLC 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 300,760 | $5,330 萬 | 8.5% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 613,202 | $4,972 萬 | 7.9% | – | – | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,051,126 | $4,865 萬 | 7.7% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 558,751 | $3,196 萬 | 5.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 472,110 | $2,522 萬 | 4.0% | – | – | – |
| AAPLApple Inc. | Stock | 133,060 | $2,323 萬 | 3.7% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 202,286 | $2,201 萬 | 3.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,108 | $1,991 萬 | 3.2% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 55,627 | $1,914 萬 | 3.0% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 252,553 | $1,136 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 207,160 | $1,058 萬 | 1.7% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 66,051 | $1,049 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 30,821 | $950.2 萬 | 1.5% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 233,526 | $861.0 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 28,285 | $813.4 萬 | 1.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 90,378 | $713.0 萬 | 1.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 42,663 | $691.8 萬 | 1.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 134,851 | $677.9 萬 | 1.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 90,008 | $673.4 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 38,978 | $583.4 萬 | 0.9% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 100,562 | $536.9 萬 | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 42,172 | $510.0 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 151,483 | $507.2 萬 | 0.8% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 76,843 | $493.9 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 181,881 | $459.4 萬 | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 46,696 | $457.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 28,757 | $457.4 萬 | 0.7% | – | – | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 47,926 | $448.3 萬 | 0.7% | – | – | – |
| ACNAccenture plc | Stock | 13,015 | $438.9 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 120,858 | $428.6 萬 | 0.7% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 80,036 | $417.2 萬 | 0.7% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 38,019 | $397.6 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 25,521 | $377.2 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,322 | $367.7 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 45,787 | $363.8 萬 | 0.6% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 134,683 | $342.7 萬 | 0.5% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 113,791 | $332.4 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,136 | $323.8 萬 | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 20,581 | $320.5 萬 | 0.5% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 24,139 | $300.7 萬 | 0.5% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 138,041 | $297.1 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,495 | $293.3 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 17,167 | $288.9 萬 | 0.5% | – | – | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 75,011 | $276.8 萬 | 0.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 35,174 | $274.5 萬 | 0.4% | – | – | – |
| CCICrown Castle Inc. | REIT | 14,690 | $271.2 萬 | 0.4% | – | – | 歷史 |
| iShares Inc464286251 | JP MRG EM CRP BD | 57,904 | $268.7 萬 | 0.4% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 51,774 | $266.9 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 12,931 | $251.6 萬 | 0.4% | – | – | 歷史 |
| AUIDauthID Inc. | Common Stock | 628,683 | $246.4 萬 | 0.4% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 11,501 | $242.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,247 | $233.2 萬 | 0.4% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 129,169 | $227.9 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,809 | $216.8 萬 | 0.3% | – | – | – |
| SICPSilvergate Capital Corp | CL A | 13,320 | $200.6 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 50,029 | $200.1 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 22,730 | $187.7 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,240 | $186.6 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,103 | $182.6 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,955 | $177.6 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,515 | $176.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,408 | $171.9 萬 | 0.3% | – | – | – |
| EIMEaton Vance Municipal Bond Fund | COM | 146,144 | $168.1 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 17,282 | $166.3 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 31,668 | $161.3 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 31,123 | $161.1 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 9,876 | $147.1 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 39,647 | $146.0 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 27,496 | $143.7 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 4,856 | $139.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,803 | $138.1 萬 | 0.2% | – | – | – |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 99,225 | $136.8 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,343 | $135.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 3,859 | $135.6 萬 | 0.2% | – | – | – |
| AVTRAvantor, Inc. | COM | 39,655 | $134.1 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 475 | $132.6 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,071 | $131.8 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 26,324 | $130.4 萬 | 0.2% | – | – | 歷史 |
| PMOFranklin Municipal Opportunities Trust | SH BEN INT | 110,794 | $129.1 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,717 | $128.7 萬 | 0.2% | – | – | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 96,197 | $128.5 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 19,542 | $128.3 萬 | 0.2% | – | – | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 17,199 | $124.3 萬 | 0.2% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,573 | $123.9 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,456 | $123.5 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,088 | $123.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 52,022 | $122.9 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 26,792 | $119.0 萬 | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 11,703 | $118.5 萬 | 0.2% | – | – | – |
| SLViShares Silver Trust | ETF | 48,851 | $111.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,504 | $105.5 萬 | 0.2% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 16,639 | $103.7 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 18,429 | $102.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,829 | $102.5 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,747 | $100.7 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 41,712 | $97.0 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 4,339 | $96.3 萬 | 0.2% | – | – | 歷史 |
| DBBInvesco DB Base Metals Fund | BASE METALS FD | 36,647 | $94.7 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,641 | $94.4 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,855 | $93.0 萬 | 0.1% | – | – | 歷史 |