Retirement Planning Group
- SEC CIK
- 0001508195
- 最新申報
- 2026/8/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/13 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 110
- 較 2022 年第 1 季 +2
- 總值
- $8.10 億
- 較 2022 年第 1 季 −$1.05 億 (−11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 279,088 | $1,299 萬 | 1.6% | +131,324+88.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 1,170,601 | $3,682 萬 | 4.5% | +62,687+5.7% | 加碼 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 1,499,866 | $4,134 萬 | 5.1% | +226,471+17.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 1,789,103 | $5,534 萬 | 6.8% | +147,077+9.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 796,068 | $5,991 萬 | 7.4% | +9,191+1.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 903,752 | $6,773 萬 | 8.4% | +1,055+0.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,482,170 | $8,595 萬 | 10.6% | +208,757+16.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,177,726 | $9,623 萬 | 11.9% | −36,908−1.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 673,576 | $9,664 萬 | 11.9% | +28,891+4.5% | 加碼 | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 1,706,483 | $1.13 億 | 13.9% | +257,113+17.7% | 加碼 | – |
2022 年第 1 季之後清倉（27 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 |
|---|---|---|---|---|---|
| iShares Tr46434V381 | FUTU EXPO TE ETF | 337,416 | $1,992 萬 | 2.2% | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 61,966 | $459.3 萬 | 0.5% | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 59,952 | $205.3 萬 | 0.2% | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 31,463 | $102.7 萬 | 0.1% | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 26,739 | $85.9 萬 | 0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 6,429 | $79.1 萬 | 0.1% | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 19,973 | $68.0 萬 | 0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 5,147 | $64.1 萬 | 0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,846 | $58.9 萬 | 0.1% | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 13,670 | $46.4 萬 | 0.1% | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 14,775 | $46.1 萬 | 0.1% | – |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 12,225 | $40.1 萬 | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,830 | $37.1 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,041 | $35.9 萬 | <0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,094 | $32.6 萬 | <0.1% | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 8,455 | $27.4 萬 | <0.1% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,571 | $26.0 萬 | <0.1% | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 7,111 | $25.7 萬 | <0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,724 | $25.5 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,030 | $23.9 萬 | <0.1% | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 3,068 | $23.3 萬 | <0.1% | – |
| CATCaterpillar Inc | Stock | 992 | $22.1 萬 | <0.1% | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 7,240 | $21.9 萬 | <0.1% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 5,548 | $21.8 萬 | <0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 3,747 | $20.9 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 5,984 | $20.5 萬 | <0.1% | – |
| Navsight Hldgs Inc639358100 | CL A | 700 | $1,000 | <0.1% | – |