GPWM LLC
- SEC CIK
- 0001905162
- 最新申報
- 2026/7/2
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位。
- 持股檔數
- 21
- 2021 年第 3 季沒有申報
- 總值
- $1.20 億
- 2021 年第 3 季沒有申報
GPWM 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 Mun BD FDS922907746 | TAX EXEMPT BD | 321,731 | $1,767 萬 | 14.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 187,958 | $1,593 萬 | 13.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 248,571 | $1,269 萬 | 10.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 55,486 | $1,226 萬 | 10.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 171,631 | $946.7 萬 | 7.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 33,239 | $751.2 萬 | 6.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 39,880 | $713.3 萬 | 6.0% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 52,580 | $610.0 萬 | 5.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,738 | $599.3 萬 | 5.0% | – | – | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 199,767 | $573.3 萬 | 4.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 104,901 | $518.8 萬 | 4.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 56,659 | $493.0 萬 | 4.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 33,503 | $448.8 萬 | 3.8% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 47,702 | $419.3 萬 | 3.5% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 2,336 | $12.1 萬 | 0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 1,680 | $9.10 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 366 | $4.20 萬 | <0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 241 | $2.50 萬 | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 620 | $2.40 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 490 | $1.50 萬 | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 201 | $1.10 萬 | <0.1% | – | – | – |