C-J Advisory, Inc.
- SEC CIK
- 0001773030
- 最新申報
- 2021/10/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/13 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 34
- 較 2021 年第 2 季 +1
- 總值
- $1.89 億
- 較 2021 年第 2 季 +$245.3 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Flexshares Tr33939L100 | MORNSTAR USMKT | 205,348 | $3,466 萬 | 18.4% | +2,883+1.4% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 80,346 | $1,614 萬 | 8.5% | +1,140+1.4% | 加碼 | – |
| Flexshares Tr33939L803 | M STAR DEV MKT | 190,898 | $1,370 萬 | 7.3% | +7,502+4.1% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 130,101 | $1,341 萬 | 7.1% | +112+0.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 113,323 | $1,301 萬 | 6.9% | +7,281+6.9% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 36,876 | $1,052 萬 | 5.6% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 121,992 | $999.6 萬 | 5.3% | +8,345+7.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 128,918 | $957.2 萬 | 5.1% | +5,543+4.5% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 99,109 | $824.6 萬 | 4.4% | −2,030−2.0% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 61,487 | $589.9 萬 | 3.1% | −1,077−1.7% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 71,751 | $562.3 萬 | 3.0% | +60.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 77,864 | $480.8 萬 | 2.5% | +4,075+5.5% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 44,669 | $480.5 萬 | 2.5% | +1,895+4.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,553 | $480.3 萬 | 2.5% | +860+5.5% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 46,771 | $418.3 萬 | 2.2% | +3,106+7.1% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 93,758 | $407.6 萬 | 2.2% | −1,993−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 26,668 | $377.3 萬 | 2.0% | −130.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,408 | $336.9 萬 | 1.8% | +217+1.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,120 | $241.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,363 | $230.1 萬 | 1.2% | −179−3.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 86,804 | $224.6 萬 | 1.2% | +2,546+3.0% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 45,821 | $189.8 萬 | 1.0% | +208+0.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,846 | $172.4 萬 | 0.9% | +826+5.9% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 65,985 | $171.4 萬 | 0.9% | +1,857+2.9% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 30,590 | $166.5 萬 | 0.9% | +10.0% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 53,847 | $148.0 萬 | 0.8% | +323+0.6% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 13,408 | $69.1 萬 | 0.4% | +30+0.2% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 8,499 | $67.3 萬 | 0.4% | −60−0.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,179 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| LCIILci Industries | COM | 2,077 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,640 | $22.2 萬 | 0.1% | +3+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 487 | $20.9 萬 | 0.1% | −1−0.2% | 減碼 | – |
| BACBank of America Corp | Stock | 4,819 | $20.4 萬 | 0.1% | +4,819 | 新進 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,928 | $20.4 萬 | 0.1% | −1,945−39.9% | 減碼 | – |