Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 26
- 較 2022 年第 2 季 −2
- 總值
- $8,415 萬
- 較 2022 年第 2 季 −$604.3 萬 (−6.7%)
| 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 | 287,954 | $2,054 萬 | 24.4% | −41,084−12.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 70,154 | $1,501 萬 | 17.8% | +5,422+8.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 47,716 | $589.7 萬 | 7.0% | −9,412−16.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 33,194 | $566.5 萬 | 6.7% | +3,373+11.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 71,705 | $520.7 萬 | 6.2% | +8,974+14.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 18,696 | $364.6 萬 | 4.3% | +1,686+9.9% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 38,425 | $356.4 萬 | 4.2% | +5,427+16.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 17,981 | $257.7 萬 | 3.1% | −260−1.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,252 | $237.8 萬 | 2.8% | +256+2.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,468 | $225.1 萬 | 2.7% | +351+1.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 29,950 | $224.2 萬 | 2.7% | +14,152+89.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 27,039 | $216.6 萬 | 2.6% | −2,282−7.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 21,200 | $203.9 萬 | 2.4% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 38,561 | $188.9 萬 | 2.2% | +8,675+29.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,309 | $186.8 萬 | 2.2% | +3,658+7.7% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 51,258 | $183.6 萬 | 2.2% | −15,581−23.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,936 | $155.6 萬 | 1.8% | −674−3.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,525 | $104.2 萬 | 1.2% | −46−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,750 | $47.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 1,193 | $46.2 萬 | 0.5% | −430−26.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,164 | $45.5 萬 | 0.5% | +27+0.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,291 | $42.4 萬 | 0.5% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 3,438 | $38.8 萬 | 0.5% | +21+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,278 | $33.9 萬 | 0.4% | −15−1.2% | 減碼依 3 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 977 | $22.7 萬 | 0.3% | +19+2.0% | 加碼 | 歷史 |
| PAVMPAVmed Inc. | COM | 11,021 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（2 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。