Hoover Financial Advisors, Inc. — 2020-09-30 13F 持股

Name: Hoover Financial Advisors, Inc. — 13F Holdings, 2020-09-30
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	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	17.90%	-13.09%	EXIT
2	VONG	Vanguard Russell 1000 Growth	ETF-其他	14.12%	-8.08%	EXIT
3	HII	Huntington Ingalls Industrie	股票-工業	9.88%	-11.05%	EXIT
4	VONV	Vanguard Russell 1000 Value	ETF-其他	6.13%	-5.88%	EXIT
5	EFA	Ishares Msci Eafe ETF	ETF-其他	4.37%	-2.48%	EXIT
6	WST	West Pharmaceutical Services	股票-醫療保健	3.90%	-2.86%	EXIT
7	JNJ	Johnson & Johnson	股票-醫療保健	3.74%	-2.73%	EXIT
8	IWR	Ishares Russell Mid-cap ETF	ETF-其他	3.09%	-2.12%	EXIT
9	SCHV	Schwab US Large-cap Value	ETF-其他	2.34%	-1.66%	EXIT
10	SYK	Stryker CORP	股票-醫療保健	1.99%	-1.37%	EXIT
11	AAPL	Apple INC	股票-科技	1.98%	-1.21%	EXIT
12	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	1.96%	-0.97%	EXIT
13	SCHB	Schwab US Broad Market ETF	ETF-其他	1.94%	-1.25%	EXIT
14	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.92%	-1.22%	EXIT
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.44%	-0.86%	EXIT
16	IWF	Ishares Russell 1000 Growth	ETF-其他	1.41%	-0.82%	EXIT
17	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.13%	-0.74%	EXIT
18	SLY	Spdr S&p 600 Small Cap ETF	ETF-中小型股	1.10%	-0.97%	EXIT
19	PG	Procter & Gamble Co/the	股票-非循環性消費	1.06%	-0.42%	EXIT
20	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.04%	-0.74%	EXIT
21	VB	Vanguard Small-cap ETF	ETF-其他	0.96%	-0.72%	EXIT
22	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.80%	-0.36%	EXIT
23	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.72%	-0.38%	EXIT
24	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.72%	-0.40%	EXIT
25	GLD	Spdr Gold Shares	ETF-避險與商品	0.71%	-0.20%	EXIT
26	AMZN	Amazon.com INC	股票-循環性消費	0.71%	-0.38%	EXIT
27	MSFT	Microsoft CORP	股票-科技	0.52%	-0.39%	EXIT
28	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.50%	-0.29%	EXIT
29	AMGN	Amgen INC	股票-醫療保健	0.48%	-0.27%	EXIT
30	MRK	Merck & Co. INC.	股票-醫療保健	0.34%	—	+29.48%
31	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.31%	-0.20%	EXIT
32	SCHG	Schwab US Large-cap Growth	ETF-其他	0.30%	-0.18%	EXIT
33	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.29%	-0.22%	EXIT
34	SCHF	Schwab Intl Equity ETF	ETF-其他	0.29%	—	+2.46%
35	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.29%	—	-3.63%
36	SCHR	Schwab Intermediate-term US	ETF-其他	0.27%	—	+118.50%
37	MDY	State Street Spdr S&p Midcap	ETF-其他	0.26%	-0.21%	EXIT
38	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.24%	—	—
39	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.24%	—	-3.00%
40	WMT	Walmart INC	股票-非循環性消費	0.24%	—	+4.63%
41	XOM	Exxon Mobil CORP	股票-能源	0.23%	-0.23%	EXIT
42	ADP	Automatic Data Processing	股票-科技	0.21%	—	+1032.25%
43	MDT	Medtronic plc	股票-醫療保健	0.20%	—	—
44	AEP	American Electric Power Company, Inc.	股票-公用事業	0.20%	—	+630.97%
45	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.20%	—	-1.71%
46	RPM	Rpm International INC	股票-原物料	0.19%	—	—
47	SUB	Ishares Short-term National	ETF-其他	0.19%	—	—
48	IWD	Ishares Russell 1000 Value E	ETF-其他	0.18%	—	-7.44%
49	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.18%	—	+14.64%
50	KMB	Kimberly-clark CORP	股票-非循環性消費	0.18%	—	+2.84%

1–50 of 185

本季持股變動

Hoover Financial Advisors, Inc. 於截至 2020-09-30 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	QQQ	Invesco Qqq Trust Series 1	+17.3%	+2778.66%	加碼
2	PG	Procter & Gamble Co/the	+0.7%	+175.53%	加碼
3	AAPL	Apple INC	+0.2%	+317.53%	加碼
4	ADP	Automatic Data Processing	+0.2%	+1032.25%	加碼
5	WST	West Pharmaceutical Services	+0.2%	+0.38%	加碼
6	AEP	American Electric Power Company, Inc.	+0.2%	+630.97%	加碼
7	SCHR	Schwab Intermediate-term US	+0.1%	+118.50%	加碼
8	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+17.01%	加碼
9	AMZN	Amazon.com INC	+0.1%	+19.93%	加碼
10	TSLA	Tesla INC	+0.1%	+691.10%	加碼
11	MRK	Merck & Co. INC.	+0.1%	+29.48%	加碼
12	EMB	Ishares Jp Morgan Usd Emergi	+0.1%	+3411.36%	加碼
13	MSFT	Microsoft CORP	+0.1%	+24.66%	加碼
14	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+15.61%	加碼
15	BABA	Alibaba Group Holding-sp Adr	+0.1%	+27.39%	加碼
16	FSKR	Fs Kkr Capital CORP Ii	+0.1%	+105.44%	加碼
17	IMMU	Immunomedics INC	0%	—	不變
18	SYK	Stryker CORP	0%	—	不變
19	VIG	Vanguard Dividend Apprec ETF	0%	+3.40%	加碼
20	IWF	Ishares Russell 1000 Growth	0%	-0.55%	減碼
21	GLD	Spdr Gold Shares	-0.1%	+3.77%	加碼
22	EEM	Ishares Msci Emerging Market	-0.1%	-1.01%	減碼
23	DEM	Wisdomtree Emerging Markets	-0.1%	-58.58%	減碼
24	VWO	Vanguard Ftse Emerging Marke	-0.1%	-0.72%	減碼
25	VNQ	Vanguard Real Estate ETF	-0.1%	-68.45%	減碼
26	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+0.03%	加碼
27	VTI	Vanguard Total Stock Mkt ETF	-0.1%	+0.02%	加碼
28	XOM	Exxon Mobil CORP	-0.1%	-6.68%	減碼
29	SPLV	Invesco S&p 500 Low Volatili	-0.2%	+0.00%	加碼
30	SCHB	Schwab US Broad Market ETF	-0.3%	-5.36%	減碼
31	JNJ	Johnson & Johnson	-0.4%	+0.07%	加碼
32	VONG	Vanguard Russell 1000 Growth	-0.5%	-0.75%	減碼
33	SLY	Spdr S&p 600 Small Cap ETF	-0.6%	-25.36%	減碼
34	IWR	Ishares Russell Mid-cap ETF	-0.6%	-9.57%	減碼
35	SCHV	Schwab US Large-cap Value	-0.8%	-17.92%	減碼
36	EFA	Ishares Msci Eafe ETF	-1%	-10.22%	減碼
37	HII	Huntington Ingalls Industrie	-4.4%	-0.00%	減碼
38	VONV	Vanguard Russell 1000 Value	-5.1%	-39.48%	減碼
39	KO	Coca-cola Co/the	—	EXIT	清倉
40	CPB	THE Campbell's Company	—	EXIT	清倉
41	PFF	Ishares Preferred & Income S	—	NEW	新建倉
42	SKYY	First Trust Cloud Computing	—	NEW	新建倉
43	PPL	Ppl CORP	—	EXIT	清倉
44	COHR	Coherent Corp.	—	EXIT	清倉
45	KWEB	Kranesh Csi China Internet	—	NEW	新建倉
46	VYM	Vanguard High Dvd Yield ETF	—	EXIT	清倉
47	KEYS	Keysight Technologies In	—	EXIT	清倉
48	CSCO	Cisco Systems INC	—	EXIT	清倉
49	COST	Costco Wholesale CORP	—	EXIT	清倉
50	MO	Altria Group INC	—	EXIT	清倉