Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/9 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 27
- 較 2021 年第 2 季 −1
- 總值
- $1.56 億
- 較 2021 年第 2 季 +$713.7 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 72,983 | $3,144 萬 | 20.1% | +9,069+14.2% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 388,983 | $1,991 萬 | 12.8% | +174,417+81.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 245,251 | $1,506 萬 | 9.7% | +245,251 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 375,369 | $1,359 萬 | 8.7% | +19,521+5.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 246,793 | $1,240 萬 | 7.9% | +2,786+1.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 29,285 | $1,175 萬 | 7.5% | −1,646−5.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 74,311 | $811.4 萬 | 5.2% | +5,270+7.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,221 | $768.7 萬 | 4.9% | +1,365+4.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 63,609 | $636.7 萬 | 4.1% | +5,401+9.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 83,351 | $618.8 萬 | 4.0% | +1,737+2.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 89,175 | $487.2 萬 | 3.1% | +5,035+6.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 55,989 | $478.4 萬 | 3.1% | −65,997−54.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,954 | $259.3 萬 | 1.7% | +9,243+540.2% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 28,023 | $241.4 萬 | 1.5% | −87,864−75.8% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,126 | $227.2 萬 | 1.5% | +931+4.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,402 | $178.9 萬 | 1.1% | +532+3.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,881 | $78.9 萬 | 0.5% | −145−4.8% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,200 | $77.3 萬 | 0.5% | −101−3.1% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 23,496 | $75.9 萬 | 0.5% | −168,971−87.8% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 19,308 | $58.6 萬 | 0.4% | −540−2.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,556 | $43.0 萬 | 0.3% | +4,556 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,653 | $41.9 萬 | 0.3% | −4,054−52.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 482 | $37.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 631 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,863 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 565 | $22.2 萬 | 0.1% | −146−20.5% | 減碼 | – |
| DAREDare Bioscience, Inc. | COM | 11,400 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（3 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 24,354 | $278.8 萬 | 1.9% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 11,768 | $221.9 萬 | 1.5% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,960 | $45.7 萬 | 0.3% | – |