Sanford Advisory Services, LLC — Q2 2021 13F 持股

Name: Sanford Advisory Services, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001932496

申報總市值

US$4.2億

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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	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	14.70%	—	+0.21%
2	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	12.89%	—	+2.03%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	11.57%	—	+3.27%
4	IJH	Ishares Core S&p Midcap ETF	ETF-其他	8.71%	—	+2.11%
5	SYK	Stryker CORP	股票-醫療保健	8.13%	—	+0.16%
6	AAPL	Apple INC	股票-科技	7.38%	—	+0.14%
7	DGRO	Ishares Core Dividend Growth	ETF-其他	4.76%	—	+5.42%
8	XMLV	Invesco S&p Midcap Low Volat	ETF-其他	3.05%	—	-1.96%
9	ACWV	Ishares Msci Global Min Vol	ETF-其他	2.54%	—	-2.53%
10	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	2.38%	—	-5.66%
11	ITOT	Ishares Core S&p Total U.s.	ETF-其他	1.83%	—	+59.67%
12	XSLV	Invesco S&p Smallcap Low Vol	ETF-其他	1.26%	—	-0.77%
13	AMZN	Amazon.com INC	股票-循環性消費	0.85%	—	-72.53%
14	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股與成長	0.80%	—	-4.94%
15	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.78%	—	+6.80%
16	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.75%	—	+7.17%
17	SDY	Ss Spdr S&p Dividend ETF	ETF-其他	0.75%	—	+0.80%
18	MBWM	Mercantile Bank CORP	股票-其他	0.67%	—	—
19	AMD	Advanced Micro Devices	股票-科技	0.67%	—	+0.45%
20	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.61%	—	+0.42%
21	RJF	Raymond James Financial INC	股票-金融	0.60%	—	+0.84%
22	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	0.49%	—	-4.67%
23	ZTS	Zoetis INC	股票-醫療保健	0.47%	—	+10.75%
24	SMMV	Ishares Msci USA Small-cap M	ETF-其他	0.46%	—	+2.08%
25	TSLA	Tesla INC	股票-循環性消費	0.45%	—	+52.25%
26	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.44%	—	+1.74%
27	ISCB	Ishares Morningstar Sm Cap	ETF-其他	0.43%	—	+280.30%
28	ACN	Accenture plc	股票-科技	0.42%	—	-1.04%
29	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.39%	—	—
30	ACWX	Ishares Msci Acwi Ex US ETF	ETF-其他	0.39%	—	+0.01%
31	IGV	Ishares Expanded Tech-softwa	ETF-科技型	0.36%	—	+1.97%
32	VNLA	Janus Henderson Short Durati	ETF-其他	0.35%	—	-13.55%
33	NVDA	Nvidia CORP	股票-科技	0.34%	—	+11.93%
34	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.32%	—	+1.09%
35	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資等級公司債	0.30%	—	—
36	IDXX	Idexx Laboratories INC	股票-醫療保健	0.29%	—	—
37	XT	Ishar Fture Exp Tech Etf-usd	ETF-科技型	0.26%	—	+9.37%
38	JNJ	Johnson & Johnson	股票-醫療保健	0.26%	—	—
39	CWB	Ss Spdr Bb Conv Sec ETF	ETF-其他	0.26%	—	+0.02%
40	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.25%	—	-38.78%
41	CSX	Csx CORP	股票-工業	0.24%	—	+200.00%
42	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.23%	—	+1.19%
43	VO	Vanguard Mid-cap ETF	ETF-其他	0.22%	—	+2.24%
44	MSFT	Microsoft CORP	股票-科技	0.22%	—	+3.27%
45	XHE	Ss Spdr S&p Hc Equip ETF	ETF-其他	0.20%	—	-1.14%
46	BND	Vanguard Total Bond Market	ETF-其他	0.19%	—	-0.50%
47	SUSA	Ishares Esg Optimized Msci U	ETF-其他	0.19%	—	+2.82%
48	KEL	Kellanova	股票-其他	0.19%	—	-1.08%
49	SHOP	Shopify INC - Class A	股票-科技	0.18%	—	—
50	DVY	Ishares Select Dividend ETF	ETF-其他	0.18%	—	+0.42%

1–50 of 107