Unionview, LLC
- SEC CIK
- 0001908167
- 最新申報
- 2025/2/3
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位。
- 持股檔數
- 93
- 2021 年第 3 季沒有申報
- 總值
- $1.07 億
- 2021 年第 3 季沒有申報
Unionview, 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 34,540 | $1,162 萬 | 10.9% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 210,919 | $907.8 萬 | 8.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 24,370 | $744.7 萬 | 7.0% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 78,640 | $672.7 萬 | 6.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,760 | $608.8 萬 | 5.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 22,181 | $493.4 萬 | 4.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,796 | $417.8 萬 | 3.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 22,500 | $399.5 萬 | 3.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,491 | $353.6 萬 | 3.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,969 | $331.7 萬 | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 783 | $261.1 萬 | 2.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,358 | $191.6 萬 | 1.8% | – | – | – |
| SBUXStarbucks Corp | Stock | 15,425 | $180.4 萬 | 1.7% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,007 | $151.3 萬 | 1.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 11,528 | $141.3 萬 | 1.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,923 | $141.3 萬 | 1.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,398 | $136.1 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,791 | $127.4 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 23,272 | $117.3 萬 | 1.1% | – | – | – |
| BACBank of America Corp | Stock | 23,893 | $106.3 萬 | 1.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 19,717 | $101.5 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,386 | $99.0 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,768 | $90.2 萬 | 0.8% | – | – | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 18,157 | $89.3 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,220 | $77.7 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 268 | $77.6 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 261 | $75.5 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,422 | $71.4 萬 | 0.7% | – | – | 歷史 |
| BABoeing Co | Stock | 3,451 | $69.5 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,969 | $67.9 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 6,198 | $67.6 萬 | 0.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,480 | $66.7 萬 | 0.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 8,554 | $62.5 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,841 | $61.9 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,828 | $61.9 萬 | 0.6% | – | – | – |
| VVisa Inc. | Stock | 2,831 | $61.4 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,151 | $59.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 4,036 | $56.6 萬 | 0.5% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 17,549 | $54.7 萬 | 0.5% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 16,541 | $54.4 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,336 | $52.8 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,684 | $50.4 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,409 | $43.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,414 | $43.8 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,676 | $43.5 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,101 | $43.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,489 | $43.3 萬 | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 8,422 | $42.4 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,606 | $40.4 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,766 | $39.7 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,181 | $36.4 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,690 | $36.1 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,211 | $35.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,538 | $34.8 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 6,091 | $34.3 萬 | 0.3% | – | – | – |
| FBINFortune Brands Innovations, Inc. | COM | 3,200 | $34.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,628 | $33.9 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 899 | $32.7 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,726 | $32.3 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,213 | $31.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,231 | $31.4 萬 | 0.3% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 5,554 | $30.7 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,759 | $30.6 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 522 | $29.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,524 | $29.0 萬 | 0.3% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 3,500 | $28.9 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,100 | $28.0 萬 | 0.3% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,130 | $27.6 萬 | 0.3% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 981 | $27.6 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 414 | $27.5 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,502 | $27.5 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,215 | $27.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,293 | $26.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 10,499 | $26.9 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 556 | $26.5 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 3,004 | $26.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,058 | $25.9 萬 | 0.2% | – | – | – |
| WPCW. P. Carey Inc. | COM | 3,156 | $25.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,039 | $25.4 萬 | 0.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,174 | $24.0 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 1,089 | $23.3 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 1,707 | $23.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 725 | $23.3 萬 | 0.2% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 714 | $23.1 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 905 | $23.0 萬 | 0.2% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,362 | $22.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 969 | $22.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,032 | $22.2 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,652 | $22.0 萬 | 0.2% | – | – | – |
| MMM3M Co | Stock | 1,180 | $21.0 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 198 | $20.9 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,479 | $20.0 萬 | 0.2% | – | – | – |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 12,006 | $14.6 萬 | 0.1% | – | – | 歷史 |