Kickstand Ventures, LLC.
- SEC CIK
- 0002000355
- 最新申報
- 2026/7/30
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 84
- 較 2023 年第 4 季 −11
- 總值
- $3.53 億
- 較 2023 年第 4 季 +$593.2 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 97,994 | $4,711 萬 | 13.3% | −7,653−7.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 350,484 | $2,157 萬 | 6.1% | +138,976+65.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 863,147 | $1,763 萬 | 5.0% | +257,841+42.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 64,824 | $1,545 萬 | 4.4% | +61,114+1,647.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 734,294 | $1,411 萬 | 4.0% | −202,644−21.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 288,425 | $1,345 萬 | 3.8% | −16,214−5.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 269,933 | $1,223 萬 | 3.5% | +20,709+8.3% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 94,446 | $1,170 萬 | 3.3% | +43,132+84.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 188,605 | $1,096 萬 | 3.1% | +72,778+62.8% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 190,184 | $1,035 萬 | 2.9% | +107,520+130.1% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 197,708 | $971.9 萬 | 2.7% | +89,123+82.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 120,993 | $951.5 萬 | 2.7% | +120,993 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 204,088 | $938.8 萬 | 2.7% | +5,555+2.8% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 198,794 | $906.3 萬 | 2.6% | +50,135+33.7% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 124,441 | $835.4 萬 | 2.4% | +4,424+3.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 50,078 | $823.0 萬 | 2.3% | −47,652−48.8% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 75,642 | $785.1 萬 | 2.2% | +43,871+138.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 55,445 | $748.8 萬 | 2.1% | +937+1.7% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 184,260 | $733.5 萬 | 2.1% | +184,260 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 81,208 | $730.1 萬 | 2.1% | +648+0.8% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 28,695 | $709.9 萬 | 2.0% | −883−3.0% | 減碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 191,734 | $596.3 萬 | 1.7% | +17,680+10.2% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 154,314 | $497.4 萬 | 1.4% | +11,664+8.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 43,790 | $484.0 萬 | 1.4% | +4,954+12.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 84,865 | $437.9 萬 | 1.2% | −28,643−25.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 38,392 | $354.8 萬 | 1.0% | +8,139+26.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 107,182 | $352.3 萬 | 1.0% | +107,182 | 新進 | – |
| VanEck Vectors ETF Tr92189F767 | INDIA GRWTH LDR | 74,182 | $349.6 萬 | 1.0% | +74,182 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 56,010 | $340.2 萬 | 1.0% | −66,475−54.3% | 減碼依 5 比 1 拆股換算 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 62,280 | $283.7 萬 | 0.8% | −37,779−37.8% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 48,061 | $252.1 萬 | 0.7% | +48,061 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 26,413 | $249.9 萬 | 0.7% | −508−1.9% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 32,962 | $248.5 萬 | 0.7% | −146−0.4% | 減碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 87,728 | $247.7 萬 | 0.7% | −834−0.9% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 41,820 | $240.8 萬 | 0.7% | +35,584+570.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 11,236 | $209.9 萬 | 0.6% | +11,236 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 98,741 | $207.1 萬 | 0.6% | −552,857−84.8% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 18,054 | $199.6 萬 | 0.6% | −5,376−22.9% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 44,538 | $197.7 萬 | 0.6% | +44,538 | 新進 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 43,842 | $190.2 萬 | 0.5% | +259+0.6% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 19,159 | $179.8 萬 | 0.5% | −2,749−12.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,060 | $170.4 萬 | 0.5% | −1,931−16.1% | 減碼 | – |
| iShares Tr464287861 | EUROPE ETF | 29,443 | $163.9 萬 | 0.5% | −554−1.8% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,287 | $146.0 萬 | 0.4% | −17,846−50.8% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,509 | $143.8 萬 | 0.4% | −4,340−25.8% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 22,480 | $113.9 萬 | 0.3% | −3,109−12.1% | 減碼 | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 24,739 | $110.2 萬 | 0.3% | −3,104−11.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 11,914 | $109.4 萬 | 0.3% | +14+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,089 | $105.7 萬 | 0.3% | −245−2.6% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 13,284 | $101.2 萬 | 0.3% | −2,964−18.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,260 | $95.1 萬 | 0.3% | −62−2.7% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,206 | $93.4 萬 | 0.3% | −34,525−78.9% | 減碼 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 19,607 | $84.2 萬 | 0.2% | +19,607 | 新進 | – |
| iShares Tr46435U713 | US INFRASTRUC | 16,753 | $72.6 萬 | 0.2% | +152+0.9% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 7,551 | $72.5 萬 | 0.2% | −36−0.5% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 13,037 | $65.6 萬 | 0.2% | −190,071−93.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,165 | $61.2 萬 | 0.2% | +160+15.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,746 | $56.4 萬 | 0.2% | −6,832−50.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,800 | $51.8 萬 | 0.1% | −343−16.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 539 | $48.7 萬 | 0.1% | −52−8.8% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 9,521 | $47.7 萬 | 0.1% | +4,511+90.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 857 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,011 | $44.9 萬 | 0.1% | −3−0.3% | 減碼 | – |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 4,105 | $42.5 萬 | 0.1% | −14−0.3% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,667 | $41.8 萬 | 0.1% | +4,667 | 新進 | – |
| AAPLApple Inc. | Stock | 2,303 | $39.5 萬 | 0.1% | +76+3.4% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 4,250 | $36.6 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 13,069 | $36.5 萬 | 0.1% | −653,493−98.0% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 574 | $33.4 萬 | 0.1% | −26−4.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 7,092 | $31.6 萬 | 0.1% | −10,437−59.5% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 4,909 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,914 | $30.6 萬 | 0.1% | −1,965−40.3% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,039 | $30.3 萬 | 0.1% | −116−10.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 12,981 | $29.6 萬 | 0.1% | −1,622−11.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 531 | $27.8 萬 | 0.1% | −598−53.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 207 | $27.5 萬 | 0.1% | −8−3.7% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 6,722 | $26.7 萬 | 0.1% | +647+10.7% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,664 | $26.5 萬 | 0.1% | −2,926−52.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,632 | $25.8 萬 | 0.1% | −18−0.7% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 5,192 | $25.3 萬 | 0.1% | −27−0.5% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,606 | $23.0 萬 | 0.1% | +6,606 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 485 | $22.1 萬 | 0.1% | −557−53.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,198 | $21.9 萬 | 0.1% | −22,484−94.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,429 | $21.1 萬 | 0.1% | +1,429 | 新進 | – |
2023 年第 4 季之後清倉（22 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 374,259 | $1,072 萬 | 3.1% | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 176,974 | $631.7 萬 | 1.8% | – |
| PAYCPaycom Software, Inc. | Stock | 14,978 | $309.6 萬 | 0.9% | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 10,763 | $47.5 萬 | 0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 3,984 | $42.8 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,946 | $41.8 萬 | 0.1% | – |
| TMToyota Motor Corp | ADS | 1,985 | $36.4 萬 | 0.1% | 歷史 |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 11,659 | $36.0 萬 | 0.1% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 2,581 | $34.4 萬 | 0.1% | 歷史 |
| ITGartner Inc | COM | 752 | $33.9 萬 | 0.1% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 3,130 | $33.8 萬 | 0.1% | 歷史 |
| FLEXFlex Ltd. | Stock | 9,824 | $29.9 萬 | 0.1% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,899 | $28.9 萬 | 0.1% | – |
| ULTAUlta Beauty, Inc. | Stock | 577 | $28.3 萬 | 0.1% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,219 | $28.2 萬 | 0.1% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 4,077 | $27.7 萬 | 0.1% | 歷史 |
| TDToronto Dominion Bank | Stock | 4,260 | $27.5 萬 | 0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 3,525 | $26.2 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 1,124 | $25.4 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,047 | $23.2 萬 | 0.1% | – |
| MTDMettler Toledo International Inc | COM | 173 | $21.0 萬 | 0.1% | 歷史 |
| T Rowe Price Exchange-Traded87283Q503 | US EQUI RESH ETF | 6,847 | $20.1 萬 | 0.1% | – |