Axiom Advisory, LLC
- SEC CIK
- 0001910475
- 最新申報
- 2024/10/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 35
- 較 2023 年第 1 季 +5
- 總值
- $1.13 億
- 較 2023 年第 1 季 +$856.9 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 102,509 | $2,901 萬 | 25.7% | +1,775+1.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 279,502 | $2,032 萬 | 18.0% | +5,727+2.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 39,937 | $821.8 萬 | 7.3% | +1,034+2.7% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 74,759 | $713.3 萬 | 6.3% | +1,301+1.8% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,515 | $689.4 萬 | 6.1% | +1,295+2.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 23,523 | $540.4 萬 | 4.8% | +556+2.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 40,622 | $448.8 萬 | 4.0% | +1,027+2.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,968 | $330.3 萬 | 2.9% | +548+2.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,835 | $304.8 萬 | 2.7% | +525+3.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 34,040 | $284.4 萬 | 2.5% | +832+2.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 21,180 | $256.2 萬 | 2.3% | −20−0.1% | 減碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 50,860 | $250.0 萬 | 2.2% | +2,166+4.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,640 | $244.1 萬 | 2.2% | −983−5.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 56,870 | $231.3 萬 | 2.0% | +1,339+2.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,314 | $206.4 萬 | 1.8% | +56+0.2% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 62,309 | $161.9 萬 | 1.4% | +1,177+1.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,893 | $158.1 萬 | 1.4% | −172−0.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,543 | $146.3 萬 | 1.3% | +75+1.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,750 | $76.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,483 | $71.5 萬 | 0.6% | +118+0.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,488 | $60.6 萬 | 0.5% | +182+13.9% | 加碼 | – |
| CVXChevron Corp | Stock | 3,171 | $49.9 萬 | 0.4% | +31+1.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 914 | $41.9 萬 | 0.4% | +2+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,505 | $41.7 萬 | 0.4% | +24+0.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,591 | $33.8 萬 | 0.3% | +2,591 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,071 | $28.0 萬 | 0.2% | −57−5.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 746 | $25.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 732 | $24.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,247 | $22.9 萬 | 0.2% | −28−0.9% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,010 | $21.9 萬 | 0.2% | +2,010 | 新進 | – |
| ABNBAirbnb, Inc. | Stock | 1,704 | $21.8 萬 | 0.2% | −90−5.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,101 | $20.6 萬 | 0.2% | +1,101 | 新進 | – |
| JWNNordstrom Inc | Stock | 10,031 | $20.5 萬 | 0.2% | +10,031 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 548 | $20.2 萬 | 0.2% | +548 | 新進 | – |
| PAVMPAVmed Inc. | COM | 11,021 | $4,494 | <0.1% | 00.0% | 不變 | 歷史 |