ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/1 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 36
- 較 2023 年第 4 季 +18
- 總值
- $8,506 萬
- 較 2023 年第 4 季 −$880.5 萬 (−9.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 440,930 | $4,441 萬 | 52.2% | −390,505−47.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 82,040 | $595.9 萬 | 7.0% | +73,419+851.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 34,693 | $373.3 萬 | 4.4% | +29,939+629.8% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 37,223 | $354.4 萬 | 4.2% | +37,223 | 新進 | – |
| AAPLApple Inc. | Stock | 16,590 | $284.5 萬 | 3.3% | +2,522+17.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,979 | $208.6 萬 | 2.5% | +2,673+204.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,584 | $190.9 萬 | 2.2% | +4,009+61.0% | 加碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 4,511 | $143.3 萬 | 1.7% | +3,382+299.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,163 | $124.1 萬 | 1.5% | +21,163 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 2,472 | $120.0 萬 | 1.4% | −15−0.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,932 | $117.9 萬 | 1.4% | +5,217+140.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,779 | $117.4 萬 | 1.4% | +5,581+253.9% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 18,706 | $116.6 萬 | 1.4% | +18,706 | 新進 | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 3,173 | $103.8 萬 | 1.2% | −1,344−29.8% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 4,207 | $102.7 萬 | 1.2% | +3,274+350.9% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 10,141 | $96.0 萬 | 1.1% | +10,141 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 8,728 | $89.4 萬 | 1.1% | +6,059+227.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 3,298 | $89.2 萬 | 1.0% | +1,592+93.3% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 4,032 | $82.3 萬 | 1.0% | +4,032 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,433 | $76.8 萬 | 0.9% | +19,433 | 新進 | – |
| NVDANVIDIA Corp | Stock | 811 | $73.3 萬 | 0.9% | +811 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 796 | $65.7 萬 | 0.8% | +393+97.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,187 | $65.6 萬 | 0.8% | +1,925+152.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,375 | $61.7 萬 | 0.7% | +1,002+73.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,329 | $41.6 萬 | 0.5% | +6,329 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 973 | $40.9 萬 | 0.5% | +973 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,938 | $40.4 萬 | 0.5% | +1,938 | 新進 | – |
| VVisa Inc. | Stock | 1,402 | $39.1 萬 | 0.5% | +1,402 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 800 | $38.5 萬 | 0.5% | +800 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 11,266 | $37.8 萬 | 0.4% | +11,266 | 新進 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 2,869 | $37.6 萬 | 0.4% | +2,869 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,112 | $35.6 萬 | 0.4% | +1,112 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 503 | $30.5 萬 | 0.4% | +3+0.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,395 | $28.8 萬 | 0.3% | +1,395 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 837 | $20.6 萬 | 0.2% | +837 | 新進 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 986 | $20.2 萬 | 0.2% | +986 | 新進 | – |