Jenkins Wealth
- SEC CIK
- 0001666667
- 最新申報
- 2023/1/11
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/16 申報。只含多頭部位。
- 持股檔數
- 28
- 2021 年第 3 季沒有申報
- 總值
- $2.63 億
- 2021 年第 3 季沒有申報
Jenkins Wealth 沒有申報 2021 年第 3 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 Morningstar Value ETF922908744 | ETF | 329,760 | $4,758 萬 | 18.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 98,591 | $4,328 萬 | 16.5% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 480,906 | $4,053 萬 | 15.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 101,113 | $2,830 萬 | 10.8% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 187,156 | $2,066 萬 | 7.9% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 151,328 | $1,872 萬 | 7.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 62,456 | $1,300 萬 | 4.9% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 82,035 | $677.0 萬 | 2.6% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 50,049 | $625.2 萬 | 2.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 32,460 | $567.2 萬 | 2.2% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 52,022 | $540.2 萬 | 2.1% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 65,344 | $413.0 萬 | 1.6% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 99,275 | $393.7 萬 | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 62,996 | $307.8 萬 | 1.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 23,506 | $290.8 萬 | 1.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,282 | $249.6 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 83,588 | $227.0 萬 | 0.9% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 19,713 | $202.6 萬 | 0.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,062 | $154.1 萬 | 0.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,953 | $137.4 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 6,304 | $106.5 萬 | 0.4% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 9,866 | $65.5 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 152 | $47.2 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 563 | $21.8 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,069 | $20.6 萬 | 0.1% | – | – | 歷史 |
| HUTHut 8 Corp. | Common Stock | 20,672 | $14.2 萬 | 0.1% | – | – | 歷史 |
| DBOInvesco DB Oil Fund | OIL FD | 7,160 | $11.4 萬 | <0.1% | – | – | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM | 20,430 | $4.10 萬 | <0.1% | – | – | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。