Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/10 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 28
- 較 2022 年第 1 季 −4
- 總值
- $9,019 萬
- 較 2022 年第 1 季 −$3,008 萬 (−25.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 329,038 | $2,476 萬 | 27.4% | +12,634+4.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 64,732 | $1,442 萬 | 16.0% | −27,794−30.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 57,128 | $753.6 萬 | 8.4% | −3,288−5.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 29,821 | $523.2 萬 | 5.8% | −8,500−22.2% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 62,731 | $505.3 萬 | 5.6% | −16,425−20.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 32,998 | $341.0 萬 | 3.8% | −4,100−11.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 17,010 | $335.1 萬 | 3.7% | −4,290−20.1% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 66,839 | $273.7 萬 | 3.0% | −1,604−2.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,241 | $273.2 萬 | 3.0% | −746−3.9% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 29,321 | $267.1 萬 | 3.0% | −3,840−11.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,996 | $245.3 萬 | 2.7% | +58+0.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,117 | $235.2 萬 | 2.6% | −1,090−5.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,060 | $231.9 萬 | 2.6% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47,651 | $197.2 萬 | 2.2% | −8,584−15.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,610 | $164.8 萬 | 1.8% | +59+0.3% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 29,886 | $147.0 萬 | 1.6% | −314−1.0% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 15,798 | $121.5 萬 | 1.3% | −14,820−48.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,571 | $103.5 萬 | 1.1% | +73+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,975 | $74.5 萬 | 0.8% | +6+0.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,623 | $62.6 萬 | 0.7% | +717+79.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,137 | $45.5 萬 | 0.5% | −1,369−30.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,291 | $44.8 萬 | 0.5% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 3,417 | $43.7 萬 | 0.5% | +21+0.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,750 | $36.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 431 | $29.0 萬 | 0.3% | +44+11.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 958 | $24.5 萬 | 0.3% | +958 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $20.4 萬 | 0.2% | +10+1.4% | 加碼 | 歷史 |
| PAVMPAVmed Inc. | COM | 11,021 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 1,809 | $29.8 萬 | 0.2% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,730 | $22.7 萬 | 0.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,087 | $22.3 萬 | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,840 | $21.7 萬 | 0.2% | – |
| SPLKSplunk Inc | COM | 1,375 | $20.4 萬 | 0.2% | 歷史 |