Erickson Financial Group, LLC
- SEC CIK
- 0001797734
- 最新申報
- 2026/7/27
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/4/1 申報。只含多頭部位。
- 持股檔數
- 25
- 2021 年第 3 季沒有申報
- 總值
- $1.16 億
- 2021 年第 3 季沒有申報
Erickson Financial Group, LLC 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 World FD921910816 | MEGA GRWTH IND | 105,352 | $2,747 萬 | 23.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 43,987 | $1,750 萬 | 15.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 151,030 | $1,630 萬 | 14.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 77,626 | $720.1 萬 | 6.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 62,788 | $716.3 萬 | 6.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 199,330 | $669.2 萬 | 5.8% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 53,759 | $467.8 萬 | 4.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 52,197 | $424.2 萬 | 3.7% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 70,181 | $421.6 萬 | 3.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 100,108 | $421.0 萬 | 3.6% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 14,365 | $421.0 萬 | 3.6% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,873 | $339.7 萬 | 2.9% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,387 | $181.1 萬 | 1.6% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 23,550 | $134.2 萬 | 1.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,859 | $117.3 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,128 | $94.5 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 19,561 | $62.7 萬 | 0.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 11,091 | $60.9 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 2,464 | $43.8 萬 | 0.4% | – | – | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 2,227 | $34.0 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 7,815 | $32.8 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,000 | $32.7 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 1,910 | $31.8 萬 | 0.3% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,566 | $27.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 1,925 | $25.1 萬 | 0.2% | – | – | – |