Wealth Management Resources, Inc.
- SEC CIK
- 0001063516
- 最新申報
- 2026/7/22
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位。
- 持股檔數
- 48
- 2021 年第 3 季沒有申報
- 總值
- $1.51 億
- 2021 年第 3 季沒有申報
Wealth Management Resources, Inc. 沒有申報 2021 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 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 190,803 | $1,542 萬 | 10.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 190,446 | $1,380 萬 | 9.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 144,128 | $1,166 萬 | 7.7% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 206,741 | $945.9 萬 | 6.3% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 138,585 | $912.7 萬 | 6.0% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 161,565 | $910.5 萬 | 6.0% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 172,965 | $889.0 萬 | 5.9% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 185,808 | $847.8 萬 | 5.6% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 152,712 | $809.7 萬 | 5.4% | – | – | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 203,359 | $794.9 萬 | 5.3% | – | – | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 129,568 | $702.9 萬 | 4.7% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 127,519 | $671.9 萬 | 4.4% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 93,034 | $472.0 萬 | 3.1% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 74,507 | $424.5 萬 | 2.8% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 78,326 | $398.3 萬 | 2.6% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 47,548 | $299.1 萬 | 2.0% | – | – | – |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 39,121 | $202.6 萬 | 1.3% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 29,943 | $159.3 萬 | 1.1% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 22,782 | $112.1 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,207 | $104.9 萬 | 0.7% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,834 | $101.7 萬 | 0.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 26,080 | $101.4 萬 | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,023 | $88.3 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,738 | $85.9 萬 | 0.6% | – | – | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,256 | $79.2 萬 | 0.5% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 12,439 | $74.7 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 17,530 | $73.6 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 15,714 | $70.2 萬 | 0.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,778 | $68.7 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 11,997 | $62.0 萬 | 0.4% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 19,166 | $57.4 萬 | 0.4% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 26,045 | $52.9 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 13,675 | $50.4 萬 | 0.3% | – | – | – |
| Global X FDS37954Y764 | MILL THEMC ETF | 11,086 | $47.2 萬 | 0.3% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,921 | $40.8 萬 | 0.3% | – | – | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 13,071 | $36.0 萬 | 0.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,455 | $35.9 萬 | 0.2% | – | – | – |
| Etfis Ser Tr I26923G707 | VIRTUS NEWFLEET | 13,927 | $35.0 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,835 | $29.4 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,624 | $26.6 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,798 | $26.5 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,035 | $23.7 萬 | 0.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,909 | $23.4 萬 | 0.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,004 | $21.9 萬 | 0.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,418 | $21.5 萬 | 0.1% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 2,321 | $20.7 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 14,602 | $14.1 萬 | 0.1% | – | – | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 10,126 | – | – | – | – | – |