Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 26
- 較 2022 年第 3 季 0
- 總值
- $9,450 萬
- 較 2022 年第 3 季 +$1,035 萬 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 98,249 | $2,094 萬 | 22.2% | +28,095+40.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 273,694 | $1,966 萬 | 20.8% | −14,260−5.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 37,541 | $674.9 萬 | 7.1% | +4,347+13.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 46,910 | $658.5 萬 | 7.0% | −806−1.7% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 72,521 | $607.5 萬 | 6.4% | +816+1.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,334 | $448.1 萬 | 4.7% | +3,638+19.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 39,473 | $405.8 萬 | 4.3% | +1,048+2.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 17,943 | $285.1 萬 | 3.0% | −38−0.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 32,070 | $264.5 萬 | 2.8% | +5,031+18.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,190 | $252.2 萬 | 2.7% | −62−0.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,486 | $250.1 萬 | 2.6% | +18+0.1% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 45,987 | $225.3 萬 | 2.4% | +7,426+19.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,036 | $214.5 萬 | 2.3% | +3,727+7.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,547 | $207.4 萬 | 2.2% | −2,403−8.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 21,200 | $188.1 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 62,226 | $175.4 萬 | 1.9% | +10,968+21.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,055 | $158.3 萬 | 1.7% | +119+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,465 | $97.0 萬 | 1.0% | −60−0.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,111 | $55.8 萬 | 0.6% | −53−1.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,195 | $46.5 萬 | 0.5% | +2+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,302 | $45.7 萬 | 0.5% | +11+0.9% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 17,750 | $43.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,460 | $38.0 萬 | 0.4% | +22+0.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 969 | $23.2 萬 | 0.2% | −8−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $23.0 萬 | 0.2% | +746 | 新進 | 歷史 |
| PAVMPAVmed Inc. | COM | 11,021 | $5,290 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。