SWM Advisors
- SEC CIK
- 0001874081
- 最新申報
- 2022/10/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位。
- 持股檔數
- 31
- 2021 年第 3 季沒有申報
- 總值
- $1.14 億
- 2021 年第 3 季沒有申報
SWM Advisors 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 S&P 500 ETF922908363 | ETF | 119,078 | $5,008 萬 | 43.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 320,471 | $1,616 萬 | 14.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 85,200 | $1,446 萬 | 12.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 131,927 | $1,117 萬 | 9.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 111,611 | $887.6 萬 | 7.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 26,462 | $211.3 萬 | 1.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,768 | $136.5 萬 | 1.2% | – | – | – |
| TSLATesla, Inc. | Stock | 1,100 | $102.5 萬 | 0.9% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,174 | $99.8 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 4,256 | $75.0 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 21,620 | $67.5 萬 | 0.6% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 7,906 | $63.2 萬 | 0.6% | – | – | 歷史 |
| CTLTCatalent, Inc. | COM | 5,283 | $54.8 萬 | 0.5% | – | – | 歷史 |
| WDWalker & Dunlop, Inc. | COM | 3,686 | $52.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 8,470 | $43.6 萬 | 0.4% | – | – | – |
| SHOPShopify Inc. | Stock | 457 | $42.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,594 | $40.8 萬 | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 918 | $37.9 萬 | 0.3% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 300 | $34.0 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 10,437 | $33.2 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 525 | $31.0 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 14,240 | $29.4 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 20,398 | $28.4 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 551 | $25.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,087 | $25.1 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 850 | $24.8 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,647 | $24.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,687 | $23.8 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 634 | $23.3 萬 | 0.2% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 6,370 | $21.2 萬 | 0.2% | – | – | – |
| ECORelectroCore, Inc. | COM | 57,639 | $3.80 萬 | <0.1% | – | – | 歷史 |