LPF Advisors LLC
- SEC CIK
- 0001799556
- 最新申報
- 2025/4/11
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/5/6 申報。只含多頭部位。
- 持股檔數
- 29
- 2023 年第 3 季沒有申報
- 總值
- $9,408 萬
- 2023 年第 3 季沒有申報
LPF Advisors LLC 沒有申報 2023 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 Total Stock Market ETF922908769 | ETF | 95,124 | $2,257 萬 | 24.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 189,392 | $1,393 萬 | 14.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 128,872 | $1,047 萬 | 11.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,199 | $991.0 萬 | 10.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 214,128 | $985.8 萬 | 10.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 38,388 | $556.7 萬 | 5.9% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 50,408 | $498.4 萬 | 5.3% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 106,254 | $370.7 萬 | 3.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 36,799 | $280.1 萬 | 3.0% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 88,352 | $254.3 萬 | 2.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,143 | $153.1 萬 | 1.6% | – | – | – |
| SSBSouthState Bank Corp | COM | 9,348 | $78.9 萬 | 0.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 3,184 | $61.3 萬 | 0.7% | – | – | 歷史 |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 32,100 | $52.2 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,617 | $51.6 萬 | 0.5% | – | – | – |
| LWLamb Weston Holdings, Inc. | Stock | 4,670 | $50.5 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 11,030 | $45.7 萬 | 0.5% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 10,136 | $42.5 萬 | 0.5% | – | – | – |
| CAGConagra Brands Inc. | Stock | 14,563 | $41.7 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 656 | $24.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 556 | $24.3 萬 | 0.3% | – | – | – |
| HRHealthcare Realty Trust Inc | CL A COM | 13,736 | $23.7 萬 | 0.3% | – | – | 歷史 |
| Ssga Active Tr78470P846 | ST STR BLACK ETF | 8,354 | $23.5 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 657 | $22.8 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 632 | $22.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 746 | $22.1 萬 | 0.2% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,530 | $21.5 萬 | 0.2% | – | – | – |
| HBIHanesbrands Inc. | COM | 19,850 | $8.85 萬 | 0.1% | – | – | 歷史 |
| Pennymac Corp70932AAD5 | NOTE 5.500%11/0 | 25,000 | $2.44 萬 | <0.1% | – | – | – |