Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/24 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 30
- 較 2022 年第 4 季 +4
- 總值
- $1.04 億
- 較 2022 年第 4 季 +$996.0 萬 (+10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 100,734 | $2,510 萬 | 24.0% | +2,485+2.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 273,775 | $2,025 萬 | 19.4% | +810.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 38,903 | $756.8 萬 | 7.2% | +1,362+3.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 73,458 | $689.8 萬 | 6.6% | +937+1.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 47,220 | $657.4 萬 | 6.3% | +310+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,967 | $496.9 萬 | 4.8% | +633+2.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 39,595 | $435.0 萬 | 4.2% | +122+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,420 | $308.5 萬 | 3.0% | +1,477+8.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,208 | $273.6 萬 | 2.6% | +1,138+3.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,310 | $272.4 萬 | 2.6% | +120+0.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,623 | $249.4 萬 | 2.4% | +137+0.7% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 48,694 | $239.2 萬 | 2.3% | +2,707+5.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,531 | $225.3 萬 | 2.2% | +495+0.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 21,200 | $222.4 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,258 | $208.5 萬 | 2.0% | −289−1.0% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 61,132 | $168.8 萬 | 1.6% | −1,094−1.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,065 | $160.8 萬 | 1.5% | +100.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,468 | $124.1 萬 | 1.2% | +30.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,365 | $70.0 萬 | 0.7% | +15,365 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 17,750 | $55.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,140 | $53.4 萬 | 0.5% | +29+0.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,306 | $49.3 萬 | 0.5% | +4+0.3% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 3,481 | $43.4 萬 | 0.4% | +21+0.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 912 | $40.2 萬 | 0.4% | −283−23.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $23.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,128 | $22.0 萬 | 0.2% | +1,128 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,794 | $21.8 萬 | 0.2% | +1,794 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,275 | $21.1 萬 | 0.2% | +3,275 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 731 | $21.0 萬 | 0.2% | −238−24.6% | 減碼 | 歷史 |
| PAVMPAVmed Inc. | COM | 11,021 | $4,629 | <0.1% | 00.0% | 不變 | 歷史 |