New Legacy Group, LLC
- SEC CIK
- 0001908065
- 最新申報
- 2023/11/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 27
- 較 2022 年第 3 季 0
- 總值
- $3,216 萬
- 較 2022 年第 3 季 −$661.5 萬 (−17.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 18,387 | $703.2 萬 | 21.9% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,550 | $367.6 萬 | 11.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 36,600 | $269.5 萬 | 8.4% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,332 | $200.1 萬 | 6.2% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 75,684 | $187.2 萬 | 5.8% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 90,919 | $167.6 萬 | 5.2% | −185,791−67.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,635 | $161.3 萬 | 5.0% | 00.0% | 不變 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 20,000 | $139.9 萬 | 4.4% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 7,000 | $118.7 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 26,200 | $106.8 萬 | 3.3% | 00.0% | 不變 | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 8,800 | $90.2 萬 | 2.8% | −1,000−10.2% | 減碼 | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 10,000 | $86.1 萬 | 2.7% | 00.0% | 不變 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 6,000 | $83.2 萬 | 2.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 5,700 | $74.1 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,000 | $56.8 萬 | 1.8% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,000 | $45.9 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,000 | $44.6 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,200 | $40.9 萬 | 1.3% | 00.0% | 不變 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 37,500 | $40.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,400 | $39.1 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 7,600 | $37.3 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,923 | $29.2 萬 | 0.9% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,050 | $27.8 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 1,035 | $26.5 萬 | 0.8% | 00.0% | 不變 | – |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 2,299 | $25.0 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287580 | US CONSUM DISCRE | 4,200 | $23.9 萬 | 0.7% | 00.0% | 不變 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,805 | $23.3 萬 | 0.7% | 00.0% | 不變 | – |