Monetary Solutions, Ltd
- SEC CIK
- 0002112370
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/23 申報。只含多頭部位。
- 持股檔數
- 315
- 2025 年第 3 季沒有申報
- 總值
- $1.02 億
- 2025 年第 3 季沒有申報
Monetary Solutions, Ltd 沒有申報 2025 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 Whitehall FDS921946794 | INTL HIGH ETF | 18,255 | $164.3 萬 | 1.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 7,687 | $175.6 萬 | 1.7% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 14,934 | $206.8 萬 | 2.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 70,176 | $207.8 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,598 | $224.5 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,443 | $309.4 萬 | 3.0% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 142,954 | $362.0 萬 | 3.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,543 | $436.4 萬 | 4.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 138,191 | $450.8 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 16,949 | $460.8 萬 | 4.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 242,588 | $690.9 萬 | 6.8% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 141,971 | $722.1 萬 | 7.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 305,547 | $822.2 萬 | 8.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 304,332 | $915.1 萬 | 9.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 435,975 | $1,196 萬 | 11.8% | – | – | – |