My Purposeful Wealth Corp.
- SEC CIK
- 0001965176
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位。
- 持股檔數
- 49
- 2022 年第 3 季沒有申報
- 總值
- $1.13 億
- 2022 年第 3 季沒有申報
My Purposeful Wealth Corp. 沒有申報 2022 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 65,294 | $1,391 萬 | 12.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 83,603 | $1,174 萬 | 10.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 133,456 | $942.6 萬 | 8.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 220,805 | $858.7 萬 | 7.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 92,484 | $784.3 萬 | 6.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 82,434 | $672.0 萬 | 5.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 72,496 | $597.9 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 33,696 | $455.7 萬 | 4.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,956 | $381.5 萬 | 3.4% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 20,478 | $284.0 萬 | 2.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 33,013 | $276.0 萬 | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 34,675 | $260.7 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,402 | $212.0 萬 | 1.9% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,112 | $195.5 萬 | 1.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,300 | $177.8 萬 | 1.6% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 19,806 | $147.0 萬 | 1.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,895 | $145.4 萬 | 1.3% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,309 | $144.4 萬 | 1.3% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 47,531 | $141.1 萬 | 1.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 33,362 | $140.0 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,568 | $136.1 萬 | 1.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 28,142 | $127.1 萬 | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,098 | $126.6 萬 | 1.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,240 | $112.4 萬 | 1.0% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 10,368 | $112.0 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,789 | $104.1 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 7,895 | $102.6 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 12,109 | $98.3 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 19,239 | $91.0 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 24,503 | $72.0 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,764 | $67.8 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,534 | $58.7 萬 | 0.5% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,473 | $57.6 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,203 | $55.4 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 12,794 | $54.4 萬 | 0.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 16,846 | $54.3 萬 | 0.5% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 7,140 | $51.6 萬 | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,785 | $45.8 萬 | 0.4% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,430 | $45.7 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,758 | $45.6 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 8,829 | $44.7 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,246 | $37.1 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,509 | $36.5 萬 | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,712 | $35.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,060 | $32.2 萬 | 0.3% | – | – | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 7,704 | $31.8 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,248 | $29.9 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,380 | $28.4 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,972 | $27.1 萬 | 0.2% | – | – | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NOKNokia Corp | SPONSORED ADR | – | $600 |