Monolith Advisors
- SEC CIK
- 0001904020
- 最新申報
- 2022/11/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/17 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 245
- 較 2021 年第 4 季 0
- 總值
- $1.23 億
- 較 2021 年第 4 季 −$182.3 萬 (−1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 124 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LKNCYLuckin Coffee Inc. | ADR | 1,383 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 129 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCHGGrayscale Bitcoin Cash Trust (BCH) | Stock | 3,846 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 174 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SESea Ltd | SPONSORD ADS | 41 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 196 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FMCCLFederal Home Loan Mortgage Corp | PREFERRED STOCK | 2,475 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 158 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 120 | $8,000 | <0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 58 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 194 | $8,000 | <0.1% | 00.0% | 不變 | – |
| PTONPeloton Interactive, Inc. | CL A COM | 232 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 49 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| United Lithium Corp910797109 | COMMON STOCK | 21,929 | $8,000 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 71 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 91 | $7,000 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 124 | $7,000 | <0.1% | 00.0% | 不變 | – |
| UGIUgi Corp | Stock | 122 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 188 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 22 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 46 | $6,000 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 143 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 115 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 54 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 264 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 86 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 78 | $6,000 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V589 | GBL LISTED PVT | 387 | $6,000 | <0.1% | 00.0% | 不變 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 53 | $5,000 | <0.1% | 00.0% | 不變 | – |
| CMPCompass Minerals International Inc | Stock | 92 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 46 | $5,000 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 72 | $5,000 | <0.1% | 00.0% | 不變 | – |
| FWDIForward Industries, Inc. | COM NEW | 3,000 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 133 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 45 | $4,000 | <0.1% | 00.0% | 不變 | – |
| FNMAHFederal National Mortgage Association Fannie Mae | PFD | 1,923 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37950E549 | GLB X SUPERDIV | 229 | $3,000 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 11 | $2,000 | <0.1% | 00.0% | 不變 | – |
| VTRSViatris Inc | Stock | 114 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 27 | $2,000 | <0.1% | 00.0% | 不變 | – |
| CRONCronos Group Inc. | COM | 441 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ONLOrion Properties Inc. | REIT | 28 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |