VanWeelden Wealth Management, LLC
- SEC CIK
- 0001740451
- 最新申報
- 2026/8/12
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 22
- 2024 年第 3 季沒有申報
- 總值
- $1.11 億
- 2024 年第 3 季沒有申報
VanWeelden Wealth Management, LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| RBB FD Inc74933W452 | F/M US TREASURY | 429,435 | $2,141 萬 | 19.3% | – | – | – |
| Innovator ETFs Trust45784N882 | EQUITY DEFINED P | 727,865 | $1,854 萬 | 16.7% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 176,409 | $1,613 萬 | 14.6% | – | – | – |
| Calamos ETF Tr12811T860 | NASDAQ 100 STRUC | 632,609 | $1,606 萬 | 14.5% | – | – | – |
| Calamos ETF Tr12811T829 | S&P 500 STRUCTUR | 225,027 | $573.3 萬 | 5.2% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 51,465 | $516.3 萬 | 4.7% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 45,257 | $498.3 萬 | 4.5% | – | – | – |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 195,484 | $490.3 萬 | 4.4% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 47,868 | $478.3 萬 | 4.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U588 | VEST US EQUITY M | 146,982 | $466.6 萬 | 4.2% | – | – | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 36,432 | $228.7 萬 | 2.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,649 | $178.5 萬 | 1.6% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 47,305 | $95.3 萬 | 0.9% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 20,566 | $87.0 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,650 | $69.5 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 935 | $27.1 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,077 | $27.0 萬 | 0.2% | – | – | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 35,576 | $26.0 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,983 | $24.8 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,065 | $24.2 萬 | 0.2% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 23,646 | $22.8 萬 | 0.2% | – | – | 歷史 |
| CTASCintas Corp | Stock | 1,200 | $21.9 萬 | 0.2% | – | – | 歷史 |