Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/26 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 32
- 較 2021 年第 4 季 0
- 總值
- $1.20 億
- 較 2021 年第 4 季 −$149.4 萬 (−1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 92,526 | $2,661 萬 | 22.1% | +5,183+5.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 316,404 | $2,517 萬 | 20.9% | +11,641+3.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,416 | $892.8 萬 | 7.4% | +2,445+4.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 38,321 | $853.8 萬 | 7.1% | +2,382+6.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 79,156 | $762.0 萬 | 6.3% | +2,915+3.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 21,300 | $528.5 萬 | 4.4% | +1,304+6.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 37,098 | $459.6 萬 | 3.8% | +1,249+3.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,161 | $359.4 萬 | 3.0% | +1,780+5.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,987 | $334.1 萬 | 2.8% | +564+3.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,059 | $295.8 萬 | 2.5% | +500+89.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,938 | $294.6 萬 | 2.4% | +384+3.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 19,207 | $287.5 萬 | 2.4% | +742+4.0% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 68,443 | $274.1 萬 | 2.3% | +713+1.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 56,235 | $259.4 萬 | 2.2% | +3,234+6.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30,618 | $238.5 萬 | 2.0% | +4,940+19.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,551 | $168.3 萬 | 1.4% | +2,416+12.6% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 30,200 | $149.2 萬 | 1.2% | +4,417+17.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,498 | $130.9 萬 | 1.1% | +32+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,969 | $88.9 萬 | 0.7% | −61−3.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,506 | $73.4 萬 | 0.6% | −385−7.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,750 | $63.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,291 | $53.6 萬 | 0.4% | +20+1.6% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 3,396 | $51.9 萬 | 0.4% | −249−6.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 906 | $43.6 萬 | 0.4% | +906 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 387 | $41.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 1,809 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 736 | $26.0 萬 | 0.2% | +10+1.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,730 | $22.7 萬 | 0.2% | −18−0.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,087 | $22.3 萬 | 0.2% | +188+20.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,840 | $21.7 萬 | 0.2% | 00.0% | 不變 | – |
| SPLKSplunk Inc | COM | 1,375 | $20.4 萬 | 0.2% | +1,375 | 新進 | 歷史 |
| PAVMPAVmed Inc. | COM | 11,021 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。