Sfam, LLC
- SEC CIK
- 0001713286
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/2/12 申報。只含多頭部位。
- 持股檔數
- 260
- 2025 年第 3 季沒有申報
- 總值
- $1.09 億
- 2025 年第 3 季沒有申報
Sfam, LLC 沒有申報 2025 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 Large-Cap ETF922908637 | ETF | 86,678 | $2,729 萬 | 24.9% | – | – | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 176,929 | $1,326 萬 | 12.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 128,849 | $1,287 萬 | 11.8% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 141,356 | $981.3 萬 | 9.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 87,018 | $928.5 萬 | 8.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 78,741 | $620.6 萬 | 5.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,829 | $333.2 萬 | 3.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,450 | $256.9 萬 | 2.3% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 86,010 | $252.6 萬 | 2.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,189 | $172.7 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 4,663 | $126.8 萬 | 1.2% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 21,208 | $126.5 萬 | 1.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 727 | $78.1 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,612 | $77.9 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 950 | $64.8 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 905 | $62.0 萬 | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 956 | $60.0 萬 | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,123 | $58.9 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,860 | $58.2 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,496 | $54.0 萬 | 0.5% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,936 | $50.2 萬 | 0.5% | – | – | – |
| APHAmphenol Corp | CL A | 3,200 | $43.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,179 | $41.4 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,136 | $39.8 萬 | 0.4% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,110 | $38.3 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 5,220 | $33.6 萬 | 0.3% | – | – | – |
| AXONAxon Enterprise, Inc. | COM | 574 | $32.6 萬 | 0.3% | – | – | 歷史 |
| Berkshire Hathaway Cl B084670207 | COM | 581 | $29.2 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 897 | $28.1 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,184 | $27.3 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,998 | $25.0 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 273 | $23.5 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 267 | $21.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,152 | $21.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 952 | $19.7 萬 | 0.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,360 | $19.2 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 780 | $17.8 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,935 | $17.6 萬 | 0.2% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 3,781 | $17.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 565 | $17.3 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 474 | $15.3 萬 | 0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 931 | $15.2 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,514 | $14.7 萬 | 0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 165 | $14.5 萬 | 0.1% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 409 | $14.4 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 245 | $14.2 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 387 | $13.3 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 916 | $13.1 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 198 | $13.1 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 375 | $13.0 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 273 | $12.7 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 355 | $12.5 萬 | 0.1% | – | – | 歷史 |
| OSBCOld Second Bancorp Inc | COM | 5,827 | $11.4 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 195 | $11.2 萬 | 0.1% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 666 | $10.7 萬 | 0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 402 | $10.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 721 | $10.3 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 613 | $9.83 萬 | 0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 696 | $9.47 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 760 | $9.25 萬 | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 437 | $9.12 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 748 | $8.33 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 483 | $8.26 萬 | 0.1% | – | – | 歷史 |
| RBARB Global Inc. | COM | 797 | $8.20 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 300 | $8.05 萬 | 0.1% | – | – | 歷史 |
| ITTItt Inc. | COM | 450 | $7.81 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 136 | $7.76 萬 | 0.1% | – | – | 歷史 |
| Nestle SA ADR641069406 | COM | 750 | $7.41 萬 | 0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 640 | $7.18 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 157 | $7.06 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 735 | $7.06 萬 | 0.1% | – | – | – |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,333 | $6.97 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 649 | $6.83 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 289 | $6.69 萬 | 0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 210 | $6.51 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 12 | $6.43 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 520 | $6.26 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 599 | $6.11 萬 | 0.1% | – | – | – |
| JJacobs Solutions Inc. | COM | 460 | $6.09 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 759 | $6.06 萬 | 0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 200 | $5.87 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 95 | $5.84 萬 | 0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 267 | $5.72 萬 | 0.1% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 307 | $5.68 萬 | 0.1% | – | – | 歷史 |
| EXCExelon Corp | Stock | 1,298 | $5.66 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 1,046 | $5.63 萬 | 0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 139 | $5.58 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 277 | $5.39 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 377 | $5.32 萬 | <0.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 155 | $5.32 萬 | <0.1% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 1,030 | $5.23 萬 | <0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 630 | $5.23 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 342 | $5.21 萬 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 100 | $5.21 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 110 | $5.21 萬 | <0.1% | – | – | – |
| SNASnap-on Inc | COM | 150 | $5.17 萬 | <0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 400 | $4.69 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 500 | $4.69 萬 | <0.1% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 285 | $4.60 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 130 | $4.55 萬 | <0.1% | – | – | 歷史 |