Financial Advocates Investment Management — Q4 2021 13F 持股

Name: Financial Advocates Investment Management — 13F Holdings, Q4 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001730293

申報總市值

US$1.8億

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本季完整持股清單

僅顯示前 200 大持股（共 765 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	4.72%	—	+0.84%
2	MSFT	Microsoft CORP	股票-科技	2.76%	+0.58%	-7.88%
3	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	2.73%	-0.75%	+3.45%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.03%	-0.58%	-55.13%
5	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.49%	+0.36%	+3.37%
6	FVD	First Trust Value Line Dvd	ETF-其他	1.35%	—	+11.19%
7	AMZN	Amazon.com INC	股票-循環性消費	1.28%	-0.80%	-4.26%
8	VTV	Vanguard Value ETF	ETF-其他	1.21%	—	+3.59%
9	GLD	Spdr Gold Shares	ETF-避險與商品	1.13%	+2.93%	-8.37%
10	NVDA	Nvidia CORP	股票-科技	1.03%	-2.64%	+4.52%
11	VUG	Vanguard Growth ETF	ETF-其他	0.96%	—	-23.04%
12	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.94%	+0.38%	+11.04%
13	FTCS	First Trust Capital Strength	ETF-其他	0.94%	—	+13.37%
14	IVW	Ishares S&p 500 Growth ETF	ETF-大型股與成長	0.91%	+0.30%	-15.23%
15	TSLA	Tesla INC	股票-循環性消費	0.82%	-0.35%	-1.56%
16	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.81%	—	+33.96%
17	FIXD	First Trust Smith Opportunis	ETF-其他	0.79%	-0.41%	EXIT
18	BND	Vanguard Total Bond Market	ETF-其他	0.75%	+1.28%	-1.64%
19	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.74%	—	+5.66%
20	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.73%	-0.57%	EXIT
21	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.73%	+0.15%	+14.94%
22	SLV	Ishares Silver Trust	ETF-避險與商品	0.70%	—	-17.26%
23	DFAC	Dimensional US Core Equity 2	ETF-其他	0.69%	—	+19.89%
24	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.67%	—	-41.51%
25	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.64%	—	+8.29%
26	XLK	Ss Technology Select Sector	ETF-科技型	0.59%	—	+3.28%
27	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.57%	-1.13%	EXIT
28	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.57%	—	+12.42%
29	FDN	First Trust Dj Internet Ind	ETF-其他	0.56%	—	+0.89%
30	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.55%	—	+2.93%
31	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.54%	—	-3.11%
32	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.54%	-1.19%	EXIT
33	FXH	First Trust Health Care Alph	ETF-其他	0.53%	—	-1.05%
34	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.53%	-0.22%	+1.47%
35	IUSG	Ishares Core S&p U.s. Growth	ETF-其他	0.52%	-1.24%	EXIT
36	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	0.52%	—	+7.62%
37	UPS	United Parcel Service-cl B	股票-工業	0.52%	—	+169.04%
38	BIV	Vanguard Intermediate-term B	ETF-其他	0.49%	—	-0.57%
39	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.47%	—	-0.45%
40	ITB	Ishares U.s. Home Constructi	ETF-其他	0.46%	—	-5.93%
41	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.46%	—	-37.88%
42	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	0.46%	—	+256.50%
43	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.45%	-0.31%	-1.18%
44	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.44%	+2.26%	-1.99%
45	RDVY	First Trust Rising Dividend	ETF-其他	0.44%	—	+11.23%
46	XLE	Ss Energy Select Sector	ETF-其他	0.43%	—	+14.51%
47	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股與成長	0.42%	—	+7.53%
48	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-其他	0.42%	—	-1.94%
49	INDS	Pacer Industrial Real Estate	ETF-其他	0.41%	—	+35.06%
50	SBUX	Starbucks CORP	股票-循環性消費	0.40%	—	+59.91%

1–50 of 200