Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- 最新申報
- 2026/7/20
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/11 申報。只含多頭部位。
- 持股檔數
- 118
- 2023 年第 1 季沒有申報
- 總值
- $2.00 億
- 2023 年第 1 季沒有申報
Selective Wealth Management, Inc. 沒有申報 2023 年第 1 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 124,860 | $5,044 萬 | 25.2% | – | – | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 353,411 | $1,128 萬 | 5.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 26,750 | $786.7 萬 | 3.9% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 86,092 | $779.6 萬 | 3.9% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 34,527 | $734.8 萬 | 3.7% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 67,991 | $710.4 萬 | 3.5% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 32,645 | $652.4 萬 | 3.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,223 | $584.4 萬 | 2.9% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 54,522 | $547.0 萬 | 2.7% | – | – | – |
| TWLOTwilio Inc | CL A | 84,008 | $534.0 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 25,473 | $480.5 萬 | 2.4% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 87,464 | $447.0 萬 | 2.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 7,746 | $438.1 萬 | 2.2% | – | – | 歷史 |
| EVBGEverbridge, Inc. | COM | 159,688 | $433.4 萬 | 2.2% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 58,340 | $406.9 萬 | 2.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 70,567 | $387.1 萬 | 1.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 43,480 | $327.4 萬 | 1.6% | – | – | – |
| INTCIntel Corp | Stock | 99,313 | $325.1 萬 | 1.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 12,333 | $293.7 萬 | 1.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,353 | $235.3 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 20,727 | $200.8 萬 | 1.0% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 18,233 | $190.9 萬 | 1.0% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 23,798 | $164.9 萬 | 0.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,730 | $157.0 萬 | 0.8% | – | – | 歷史 |
| Exchange Listed FDS Tr30151E723 | CABANA TARGET 7 | 62,291 | $130.1 萬 | 0.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,325 | $121.8 萬 | 0.6% | – | – | – |
| LOWLowes Companies Inc | Stock | 4,999 | $114.5 萬 | 0.6% | – | – | 歷史 |
| MV Oil Tr553859109 | TR UNITS | 80,343 | $108.9 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 7,996 | $106.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,630 | $102.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,580 | $100.3 萬 | 0.5% | – | – | – |
| OKEONEOK Inc | COM | 15,017 | $93.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,023 | $79.5 萬 | 0.4% | – | – | – |
| TSCOTractor Supply Co | COM | 3,585 | $79.3 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,647 | $76.0 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,904 | $75.1 萬 | 0.4% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,158 | $73.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,551 | $67.8 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,651 | $66.5 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,675 | $65.7 萬 | 0.3% | – | – | – |
| Exchange Listed FDS Tr30151E715 | CABANA TARGET 10 | 29,190 | $64.9 萬 | 0.3% | – | – | – |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 26,348 | $59.6 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,807 | $58.2 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,154 | $58.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,835 | $55.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,672 | $53.4 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,406 | $52.8 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,906 | $52.2 萬 | 0.3% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 4,614 | $52.2 萬 | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,699 | $51.6 萬 | 0.3% | – | – | – |
| PGRProgressive Corp | Stock | 3,900 | $51.1 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 17,823 | $51.1 萬 | 0.3% | – | – | 歷史 |
| Alps ETF Tr00162Q536 | DYNA CORE IN ETF | 22,878 | $50.5 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 4,027 | $46.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,526 | $45.1 萬 | 0.2% | – | – | – |
| Exchange Listed FDS Tr30151E632 | CABANA CONSERVAT | 23,122 | $44.8 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,074 | $44.7 萬 | 0.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,962 | $44.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,648 | $44.0 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 1,226 | $42.2 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,618 | $41.8 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,247 | $40.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 734 | $38.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,346 | $37.9 萬 | 0.2% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 4,854 | $37.7 萬 | 0.2% | – | – | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,925 | $37.2 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 878 | $37.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,093 | $36.8 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 3,942 | $34.6 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,107 | $34.3 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,515 | $33.4 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,637 | $33.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,929 | $32.2 萬 | 0.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,304 | $31.4 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 678 | $31.2 萬 | 0.2% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 829 | $31.1 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,231 | $30.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,792 | $29.6 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 3,114 | $29.1 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 8,586 | $28.9 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 826 | $28.2 萬 | 0.1% | – | – | 歷史 |
| Spinnaker ETF Series84858T871 | PARABLA INNOVATI | 24,053 | $27.9 萬 | 0.1% | – | – | – |
| RITMRithm Capital Corp. | REIT | 29,477 | $27.4 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 8,415 | $27.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,145 | $26.4 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 17,185 | $26.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,078 | $25.9 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 7,216 | $25.7 萬 | 0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,161 | $25.7 萬 | 0.1% | – | – | – |
| HPQHP Inc | Stock | 8,067 | $25.4 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,159 | $25.2 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,435 | $25.2 萬 | 0.1% | – | – | – |
| MFCManulife Financial Corp | COM | 13,720 | $25.2 萬 | 0.1% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,144 | $25.0 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 1,777 | $25.0 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,252 | $24.9 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,333 | $24.6 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 15,891 | $23.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,671 | $23.6 萬 | 0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,703 | $23.5 萬 | 0.1% | – | – | – |