Scarborough Advisors, LLC
- SEC CIK
- 0001815355
- 最新申報
- 2026/7/21
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/8/9 申報。只含多頭部位。
- 持股檔數
- 62
- 2021 年第 3 季沒有申報
- 總值
- $2.91 億
- 2021 年第 3 季沒有申報
Scarborough Advisors, 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 298,474 | $3,397 萬 | 11.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 210,617 | $2,157 萬 | 7.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 355,686 | $2,108 萬 | 7.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 271,832 | $1,990 萬 | 6.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 76,824 | $1,855 萬 | 6.4% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 202,114 | $1,709 萬 | 5.9% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 259,568 | $1,291 萬 | 4.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 93,229 | $1,006 萬 | 3.5% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 117,703 | $946.7 萬 | 3.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 206,642 | $806.9 萬 | 2.8% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 155,754 | $784.8 萬 | 2.7% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 250,424 | $773.3 萬 | 2.7% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 68,132 | $745.8 萬 | 2.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 21,744 | $731.3 萬 | 2.5% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 91,595 | $683.7 萬 | 2.3% | – | – | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 143,502 | $683.0 萬 | 2.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 60,666 | $669.1 萬 | 2.3% | – | – | – |
| SPDR Series Trust78468R754 | ST STR R1K LOWV | 51,299 | $585.7 萬 | 2.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 41,621 | $557.6 萬 | 1.9% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 77,830 | $541.3 萬 | 1.9% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 76,277 | $387.0 萬 | 1.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 22,171 | $379.0 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 24,664 | $365.5 萬 | 1.3% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 56,469 | $355.1 萬 | 1.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 27,876 | $341.7 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 17,125 | $304.1 萬 | 1.0% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 52,671 | $292.3 萬 | 1.0% | – | – | – |
| DHRDanaher Corp | Stock | 8,350 | $274.7 萬 | 0.9% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 41,330 | $272.2 萬 | 0.9% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 80,435 | $238.2 萬 | 0.8% | – | – | – |
| LMTLockheed Martin Corp | Stock | 6,510 | $231.4 萬 | 0.8% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 16,100 | $163.5 萬 | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,459 | $141.2 萬 | 0.5% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 46,407 | $139.1 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 377 | $125.7 萬 | 0.4% | – | – | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 55,947 | $107.9 萬 | 0.4% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 17,504 | $102.6 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,984 | $78.9 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,162 | $73.5 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,110 | $62.1 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 23,376 | $57.5 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 786 | $52.4 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 7,667 | $40.4 萬 | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,613 | $36.8 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 6,009 | $35.9 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 790 | $32.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 1,569 | $31.8 萬 | 0.1% | – | – | – |
| FTVFortive Corp | Stock | 4,069 | $31.0 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 101 | $29.2 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 4,018 | $28.6 萬 | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 411 | $26.4 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,869 | $25.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,103 | $24.9 萬 | 0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,916 | $24.8 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 232 | $24.5 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 4,551 | $24.2 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 779 | $23.8 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,526 | $23.6 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 77 | $22.3 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 734 | $21.9 萬 | 0.1% | – | – | 歷史 |
| TOMZTOMI Environmental Solutions, Inc. | COM NEW | 93,750 | $15.5 萬 | 0.1% | – | – | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 12,217 | $7.80 萬 | <0.1% | – | – | 歷史 |