BFT Financial Group, LLC
- SEC CIK
- 0001146089
- 最新申報
- 2023/7/25
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/2 申報。只含多頭部位。
- 持股檔數
- 298
- 2022 年第 4 季沒有申報
- 總值
- $6.70 億
- 2022 年第 4 季沒有申報
BFT Financial Group, LLC 沒有申報 2022 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 |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910733 | ESG US STK ETF | 696,180 | $4,997 萬 | 7.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 291,885 | $4,524 萬 | 6.8% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 721,603 | $3,783 萬 | 5.6% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 368,000 | $2,993 萬 | 4.5% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 373,597 | $2,651 萬 | 4.0% | – | – | – |
| AAPLApple Inc. | Stock | 125,013 | $2,062 萬 | 3.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 153,153 | $1,676 萬 | 2.5% | – | – | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 182,465 | $1,673 萬 | 2.5% | – | – | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 1,338,323 | $1,508 萬 | 2.3% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 54,761 | $1,430 萬 | 2.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 135,094 | $1,395 萬 | 2.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 116,316 | $1,152 萬 | 1.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 209,484 | $1,053 萬 | 1.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,283 | $1,007 萬 | 1.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 132,766 | $971.4 萬 | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,708 | $952.9 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 30,677 | $884.4 萬 | 1.3% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 237,137 | $838.6 萬 | 1.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,676 | $672.7 萬 | 1.0% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 129,502 | $633.6 萬 | 0.9% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 252,962 | $628.4 萬 | 0.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 127,810 | $618.6 萬 | 0.9% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 305,286 | $604.2 萬 | 0.9% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 85,874 | $595.1 萬 | 0.9% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 230,582 | $580.8 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 21,426 | $534.4 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 298,201 | $534.2 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 107,145 | $479.0 萬 | 0.7% | – | – | – |
| iShares Inc464286251 | JP MRG EM CRP BD | 103,837 | $452.3 萬 | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 47,262 | $411.8 萬 | 0.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 34,443 | $403.6 萬 | 0.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 24,180 | $367.0 萬 | 0.5% | – | – | – |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 101,021 | $351.3 萬 | 0.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 61,817 | $341.3 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 30,065 | $330.2 萬 | 0.5% | – | – | 歷史 |
| iShares Inc464286517 | JP MORGAN EM ETF | 90,251 | $325.0 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 37,666 | $321.3 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,731 | $318.0 萬 | 0.5% | – | – | – |
| BIIBBiogen Inc. | COM | 11,390 | $316.7 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 9,616 | $298.6 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 45,604 | $297.2 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 28,446 | $295.1 萬 | 0.4% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 22,008 | $294.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 57,339 | $287.5 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 14,399 | $275.2 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,772 | $267.3 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 54,554 | $261.0 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 128,354 | $260.3 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,405 | $254.2 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 125,330 | $241.3 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 61,251 | $238.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,637 | $237.5 萬 | 0.4% | – | – | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 88,279 | $234.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,822 | $232.3 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,642 | $231.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46436E882 | IBONDS 23 TRM TS | 88,549 | $219.7 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,389 | $218.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $213.5 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 20,808 | $212.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 14,604 | $209.0 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 54,799 | $207.7 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 14,420 | $200.3 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 49,074 | $200.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 34,287 | $197.4 萬 | 0.3% | – | – | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 83,548 | $196.6 萬 | 0.3% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 23,632 | $196.1 萬 | 0.3% | – | – | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 118,700 | $195.6 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 14,475 | $194.3 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 78,313 | $192.2 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,909 | $191.9 萬 | 0.3% | – | – | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 78,207 | $191.8 萬 | 0.3% | – | – | – |
| NVSNovartis AG | ADR | 20,715 | $190.6 萬 | 0.3% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 126,300 | $179.6 萬 | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 13,650 | $178.9 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,040 | $178.2 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,829 | $175.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 19,106 | $172.8 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 11,677 | $172.2 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,364 | $168.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,670 | $166.9 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 59,199 | $165.1 萬 | 0.2% | – | – | – |
| MDTMedtronic plc | Stock | 20,036 | $161.5 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 63,660 | $158.5 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 15,130 | $157.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 63,578 | $156.3 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 22,205 | $154.5 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 15,876 | $153.2 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,164 | $151.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,855 | $145.0 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 8,690 | $141.8 萬 | 0.2% | – | – | 歷史 |
| IIMInvesco Value Municipal Income Trust | COM | 115,986 | $141.5 萬 | 0.2% | – | – | 歷史 |
| BLEBlackRock Municipal Income Trust II | COM | 131,873 | $141.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U697 | IBONDS DEC | 53,572 | $138.6 萬 | 0.2% | – | – | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 138,451 | $137.6 萬 | 0.2% | – | – | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 132,689 | $136.4 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,968 | $136.3 萬 | 0.2% | – | – | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 118,081 | $136.1 萬 | 0.2% | – | – | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 19,570 | $133.1 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,303 | $132.7 萬 | 0.2% | – | – | 歷史 |
| ORANYOrange | SPONSORED ADR | 110,698 | $132.1 萬 | 0.2% | – | – | 歷史 |