Hoover Financial Advisors, Inc. — 2020-03-31 13F 持股

Name: Hoover Financial Advisors, Inc. — 13F Holdings, 2020-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001766786

申報總市值

US$5.6億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	HII	Huntington Ingalls Industrie	股票-工業	21.45%	-11.05%	EXIT
2	VONG	Vanguard Russell 1000 Growth	ETF-其他	16.27%	-8.08%	EXIT
3	VONV	Vanguard Russell 1000 Value	ETF-其他	10.59%	-5.88%	EXIT
4	JNJ	Johnson & Johnson	股票-醫療保健	5.74%	-2.73%	EXIT
5	IWR	Ishares Russell Mid-cap ETF	ETF-其他	4.17%	-2.12%	EXIT
6	WST	West Pharmaceutical Services	股票-醫療保健	3.64%	-2.86%	EXIT
7	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	2.92%	-0.97%	EXIT
8	SYK	Stryker CORP	股票-醫療保健	2.66%	-1.37%	EXIT
9	SCHB	Schwab US Broad Market ETF	ETF-其他	2.58%	-1.25%	EXIT
10	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.47%	-1.22%	EXIT
11	AAPL	Apple INC	股票-科技	1.71%	-1.21%	EXIT
12	IWF	Ishares Russell 1000 Growth	ETF-其他	1.62%	-0.82%	EXIT
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.56%	-0.86%	EXIT
14	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.48%	-0.74%	EXIT
15	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.41%	-0.74%	EXIT
16	VB	Vanguard Small-cap ETF	ETF-其他	1.30%	-0.72%	EXIT
17	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.11%	-0.36%	EXIT
18	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.02%	-0.40%	EXIT
19	GLD	Spdr Gold Shares	ETF-避險與商品	0.90%	-0.20%	EXIT
20	PG	Procter & Gamble Co/the	股票-非循環性消費	0.88%	-0.42%	EXIT
21	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.71%	-0.29%	EXIT
22	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.67%	-13.09%	EXIT
23	AMGN	Amgen INC	股票-醫療保健	0.64%	-0.27%	EXIT
24	AMZN	Amazon.com INC	股票-循環性消費	0.52%	-0.38%	EXIT
25	MSFT	Microsoft CORP	股票-科技	0.48%	-0.39%	EXIT
26	XOM	Exxon Mobil CORP	股票-能源	0.46%	-0.23%	EXIT
27	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.45%	-0.22%	EXIT
28	SCHF	Schwab Intl Equity ETF	ETF-其他	0.41%	—	-16.10%
29	MRK	Merck & Co. INC.	股票-醫療保健	0.40%	—	—
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.40%	-0.20%	EXIT
31	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.37%	—	-60.01%
32	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.37%	—	+1.82%
33	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.36%	—	-45.50%
34	WMT	Walmart INC	股票-非循環性消費	0.31%	—	+6.49%
35	MDT	Medtronic plc	股票-醫療保健	0.29%	—	+0.34%
36	IWD	Ishares Russell 1000 Value E	ETF-其他	0.28%	—	—
37	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.26%	—	-20.33%
38	SEIC	Sei Investments Company	股票-金融	0.26%	—	—
39	PFE	Pfizer INC	股票-醫療保健	0.25%	—	-1.42%
40	KMB	Kimberly-clark CORP	股票-非循環性消費	0.25%	—	—
41	RPM	Rpm International INC	股票-原物料	0.23%	—	—
42	KO	Coca-cola Co/the	股票-非循環性消費	0.23%	—	+0.93%
43	SCHV	Schwab US Large-cap Value	ETF-其他	0.22%	-1.66%	EXIT
44	SCHG	Schwab US Large-cap Growth	ETF-其他	0.22%	-0.18%	EXIT
45	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.22%	—	+0.18%
46	T	At&t INC	股票-通訊服務	0.21%	-6.15%	EXIT
47	WTRG	Essential Utilities INC	股票-公用事業	0.21%	—	—
48	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.19%	—	+4.14%
49	VTIP	Vanguard Short-term Tips	ETF-其他	0.19%	—	-9.31%
50	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.17%	—	—

1–50 of 84

本季持股變動

Hoover Financial Advisors, Inc. 於截至 2020-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	HII	Huntington Ingalls Industrie	+2.8%	+39.94%	加碼
2	VONG	Vanguard Russell 1000 Growth	+1.3%	+12.48%	加碼
3	WST	West Pharmaceutical Services	+0.7%	+6.69%	加碼
4	JNJ	Johnson & Johnson	+0.2%	+2.26%	加碼
5	IWM	Ishares Russell 2000 ETF	+0.2%	+132.41%	加碼
6	AAPL	Apple INC	0%	+3.74%	加碼
7	SPY	Ss Spdr S&p 500 ETF Trust-us	—	+9.88%	加碼
8	PG	Procter & Gamble Co/the	—	+0.15%	加碼
9	AMGN	Amgen INC	0%	—	不變
10	IWF	Ishares Russell 1000 Growth	-0.1%	—	不變
11	VIG	Vanguard Dividend Apprec ETF	-0.1%	-1.29%	減碼
12	VBR	Vanguard Small-cap Value ETF	-0.1%	+0.18%	加碼
13	USMV	Ishares Msci USA Min Vol Fac	-0.1%	—	不變
14	SCHA	Schwab US Small-cap ETF	-0.1%	-20.83%	減碼
15	IVV	Ishares Core S&p 500 ETF	-0.1%	-20.33%	減碼
16	IWR	Ishares Russell Mid-cap ETF	-0.1%	+18.14%	加碼
17	VEA	Vanguard Ftse Developed ETF	-0.1%	+3.75%	加碼
18	BA	Boeing Co/the	-0.1%	+0.85%	加碼
19	SCHF	Schwab Intl Equity ETF	-0.1%	-16.10%	減碼
20	CORP	Pimco Inv Grade CORP Bd ETF	-0.2%	-60.49%	減碼
21	DEM	Wisdomtree Emerging Markets	-0.3%	-53.02%	減碼
22	VTI	Vanguard Total Stock Mkt ETF	-0.3%	+0.14%	加碼
23	CPB	THE Campbell's Company	-0.3%	-69.82%	減碼
24	SYK	Stryker CORP	-0.3%	—	不變
25	SCHB	Schwab US Broad Market ETF	-0.3%	+0.82%	加碼
26	VB	Vanguard Small-cap ETF	-0.3%	+2.67%	加碼
27	XOM	Exxon Mobil CORP	-0.3%	-0.87%	減碼
28	EEMV	Ishares Msci Emg Mkt Min Vol	-0.4%	-45.50%	減碼
29	SPLV	Invesco S&p 500 Low Volatili	-0.4%	-2.43%	減碼
30	EFAV	Ishares Msci Eafe Min Vol Fa	-0.6%	-60.01%	減碼
31	VONV	Vanguard Russell 1000 Value	-0.8%	+13.08%	加碼
32	IEFA	Ishares Core Msci Eafe ETF	—	NEW	新建倉
33	FNDF	Schwab Fndmn Intl Lrg Co ETF	—	EXIT	清倉
34	VYM	Vanguard High Dvd Yield ETF	—	EXIT	清倉
35	WTRG	Essential Utilities, Inc.	—	EXIT	清倉
36	BOND	Pimco Active Bond Exchange-t	—	EXIT	清倉
37	WTRG	Essential Utilities INC	—	NEW	新建倉
38	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
39	XBFZX	Blackrock Ca Muni INC Tr	—	NEW	新建倉
40	JHSC	John Hancock Multi Small Cap	—	NEW	新建倉
41	DIS	Walt Disney Co/the	—	EXIT	清倉
42	INTC	Intel CORP	—	EXIT	清倉
43	GWX	State Street Spdr S&p Intern	—	EXIT	清倉
44	SCHR	Schwab Intermediate-term US	—	NEW	新建倉
45	ORCL	Oracle CORP	—	NEW	新建倉
46	VXF	Vanguard Extended Market ETF	—	EXIT	清倉
47	BND	Vanguard Total Bond Market	—	EXIT	清倉
48	MO	Altria Group INC	—	EXIT	清倉
49	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
50	CSX	Csx CORP	—	EXIT	清倉