Professional Financial Solutions LLC
- SEC CIK
- 0001036215
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31,2026/2/19 申報。只含多頭部位。
- 持股檔數
- 37
- 2025 年第 3 季沒有申報
- 總值
- $1.07 億
- 2025 年第 3 季沒有申報
Professional Financial Solutions LLC 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 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 191,580 | $1,421 萬 | 13.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 230,359 | $1,372 萬 | 12.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 294,258 | $1,371 萬 | 12.9% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 297,580 | $1,025 萬 | 9.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 133,628 | $931.0 萬 | 8.7% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 228,982 | $906.5 萬 | 8.5% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 147,116 | $705.4 萬 | 6.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 128,301 | $424.4 萬 | 4.0% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 137,730 | $315.4 萬 | 3.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 8,603 | $297.7 萬 | 2.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 77,990 | $266.8 萬 | 2.5% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 50,287 | $214.0 萬 | 2.0% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 10,716 | $190.5 萬 | 1.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,108 | $166.1 萬 | 1.6% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 37,590 | $123.0 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 21,512 | $82.0 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 16,859 | $72.2 萬 | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,765 | $70.2 萬 | 0.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 15,594 | $67.7 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,386 | $67.0 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 12,780 | $66.2 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 17,739 | $58.4 萬 | 0.5% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,596 | $38.5 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 4,619 | $35.2 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,569 | $35.2 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 7,015 | $35.0 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,202 | $33.5 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 532 | $32.7 萬 | 0.3% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 9,287 | $30.5 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 7,273 | $30.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 606 | $29.6 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,094 | $28.5 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,630 | $28.4 萬 | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 570 | $27.6 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 3,309 | $24.6 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 738 | $23.8 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 7,921 | $20.9 萬 | 0.2% | – | – | – |