Gilbert Capital Group, Inc.
- SEC CIK
- 0002035854
- 最新申報
- 2026/7/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/9/30 申報。只含多頭部位。
- 持股檔數
- 48
- 2025 年第 1 季沒有申報
- 總值
- $1.21 億
- 2025 年第 1 季沒有申報
Gilbert Capital Group, Inc. 沒有申報 2025 年第 1 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 S&P 500 ETF464287200 | ETF | 33,101 | $2,055 萬 | 17.0% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 224,005 | $888.4 萬 | 7.4% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 70,842 | $859.9 萬 | 7.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 138,721 | $674.9 萬 | 5.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 114,580 | $624.0 萬 | 5.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 87,436 | $555.0 萬 | 4.6% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 84,437 | $541.5 萬 | 4.5% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 44,558 | $517.6 萬 | 4.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 53,360 | $508.6 萬 | 4.2% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 45,552 | $497.1 萬 | 4.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 15,603 | $375.0 萬 | 3.1% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 151,494 | $369.3 萬 | 3.1% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 32,359 | $345.6 萬 | 2.9% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 22,933 | $310.3 萬 | 2.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 42,817 | $215.2 萬 | 1.8% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 68,839 | $207.8 萬 | 1.7% | – | – | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 31,400 | $183.8 萬 | 1.5% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,745 | $177.1 萬 | 1.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,242 | $167.8 萬 | 1.4% | – | – | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 16,260 | $161.2 萬 | 1.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 65,932 | $135.1 萬 | 1.1% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 51,715 | $131.5 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 5,251 | $107.7 萬 | 0.9% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 43,990 | $106.7 萬 | 0.9% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 43,367 | $105.3 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 31,192 | $104.7 萬 | 0.9% | – | – | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 5,978 | $87.8 萬 | 0.7% | – | – | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 36,823 | $85.9 萬 | 0.7% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 27,342 | $84.3 萬 | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,028 | $83.5 萬 | 0.7% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,629 | $74.4 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,824 | $71.0 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,962 | $66.6 萬 | 0.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,565 | $53.1 萬 | 0.4% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 5,795 | $52.8 萬 | 0.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,824 | $52.0 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,573 | $49.3 萬 | 0.4% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 4,100 | $46.8 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 745 | $46.0 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 24,419 | $41.0 萬 | 0.3% | – | – | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 18,192 | $40.0 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,282 | $39.0 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,988 | $35.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,179 | $33.2 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 3,149 | $32.8 萬 | 0.3% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,772 | $23.1 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,754 | $21.7 萬 | 0.2% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,700 | $20.4 萬 | 0.2% | – | – | 歷史 |