Abound Wealth Management
- SEC CIK
- 0001950323
- 最新申報
- 2026/7/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2024/8/12 申報。只含多頭部位。
- 持股檔數
- 107
- 2021 年第 3 季沒有申報
- 總值
- $1.27 億
- 2021 年第 3 季沒有申報
Abound Wealth Management 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 168,622 | $1,924 萬 | 15.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 163,400 | $1,871 萬 | 14.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 141,883 | $1,615 萬 | 12.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 301,187 | $1,538 萬 | 12.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 158,225 | $947.1 萬 | 7.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,850 | $660.6 萬 | 5.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,530 | $486.6 萬 | 3.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,746 | $473.6 萬 | 3.7% | – | – | – |
| TSLATesla, Inc. | Stock | 4,329 | $457.4 萬 | 3.6% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 15,399 | $340.3 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,139 | $339.9 萬 | 2.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,951 | $172.5 萬 | 1.4% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,930 | $132.4 萬 | 1.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,165 | $128.1 萬 | 1.0% | – | – | – |
| OKEONEOK Inc | COM | 21,666 | $127.3 萬 | 1.0% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,245 | $120.6 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,550 | $119.4 萬 | 0.9% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,776 | $110.4 萬 | 0.9% | – | – | – |
| AFLAflac Inc | Stock | 14,239 | $83.1 萬 | 0.7% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 21,240 | $82.6 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,650 | $78.4 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 16,743 | $74.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,198 | $60.3 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,378 | $44.2 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,387 | $39.3 萬 | 0.3% | – | – | – |
| SOSouthern Co | Stock | 5,381 | $36.9 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 3,641 | $34.4 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,067 | $33.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,279 | $30.9 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 90 | $29.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,371 | $29.5 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,297 | $27.9 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 195 | $26.9 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,374 | $22.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 5,653 | $22.3 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 75 | $21.7 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,749 | $21.6 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 908 | $20.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,083 | $18.2 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 961 | $16.5 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,117 | $16.4 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 53 | $15.4 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 938 | $14.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 510 | $13.5 萬 | 0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 4,293 | $12.7 萬 | 0.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 454 | $12.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,085 | $12.3 萬 | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 1,401 | $11.3 萬 | 0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 3,241 | $10.5 萬 | 0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 529 | $9.62 萬 | 0.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 1,326 | $9.40 萬 | 0.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,524 | $8.93 萬 | 0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 1,209 | $8.84 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 595 | $8.66 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,407 | $8.62 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 305 | $7.77 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 940 | $7.60 萬 | 0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COM | 10,935 | $6.94 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 781 | $6.87 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 212 | $6.49 萬 | 0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,241 | $6.25 萬 | <0.1% | – | – | – |
| SACHSachem Capital Corp. | COM | 10,446 | $6.10 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 272 | $5.96 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 328 | $5.86 萬 | <0.1% | – | – | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 550 | $4.97 萬 | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 254 | $4.65 萬 | <0.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 352 | $4.53 萬 | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 421 | $4.50 萬 | <0.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 398 | $4.39 萬 | <0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 378 | $4.06 萬 | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 323 | $3.96 萬 | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 253 | $3.26 萬 | <0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 477 | $2.96 萬 | <0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 265 | $2.89 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 117 | $2.61 萬 | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 472 | $2.54 萬 | <0.1% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 405 | $2.47 萬 | <0.1% | – | – | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 176 | $2.46 萬 | <0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 499 | $2.44 萬 | <0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 199 | $2.18 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 77 | $2.17 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 68 | $2.00 萬 | <0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 233 | $1.95 萬 | <0.1% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 241 | $1.55 萬 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 147 | $1.53 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 121 | $1.49 萬 | <0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 352 | $1.40 萬 | <0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 89 | $1.39 萬 | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 75 | $1.24 萬 | <0.1% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 145 | $1.16 萬 | <0.1% | – | – | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 50 | $9,654 | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 284 | $8,801 | <0.1% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 284 | $8,548 | <0.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 136 | $7,572 | <0.1% | – | – | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 22 | $6,394 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 42 | $5,830 | <0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 45 | $4,760 | <0.1% | – | – | – |
| EBAYeBay Inc | COM | 70 | $4,660 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 64 | $4,083 | <0.1% | – | – | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 40 | $3,317 | <0.1% | – | – | – |