Crown Wealth Group, LLC
- SEC CIK
- 0001845698
- 最新申報
- 2026/7/21
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/7/13 申報。只含多頭部位。
- 持股檔數
- 67
- 2021 年第 3 季沒有申報
- 總值
- $1.08 億
- 2021 年第 3 季沒有申報
Crown Wealth Group, LLC 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 262,546 | $1,466 萬 | 13.6% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 128,876 | $1,391 萬 | 12.9% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 357,190 | $1,056 萬 | 9.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 213,924 | $570.8 萬 | 5.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,727 | $464.0 萬 | 4.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 85,165 | $450.8 萬 | 4.2% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 71,350 | $354.3 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 66,491 | $332.5 萬 | 3.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,879 | $265.0 萬 | 2.5% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 22,998 | $251.8 萬 | 2.3% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 57,518 | $219.7 萬 | 2.0% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 72,069 | $216.0 萬 | 2.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,067 | $172.6 萬 | 1.6% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 12,052 | $163.2 萬 | 1.5% | – | – | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 19,932 | $159.6 萬 | 1.5% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,108 | $157.7 萬 | 1.5% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 20,299 | $157.5 萬 | 1.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 14,201 | $150.4 萬 | 1.4% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 26,398 | $136.7 萬 | 1.3% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,314 | $131.2 萬 | 1.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,516 | $125.5 萬 | 1.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 7,496 | $111.2 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 306 | $102.0 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 8,844 | $95.0 萬 | 0.9% | – | – | – |
| DSLDoubleLine Income Solutions Fund | COM | 54,789 | $88.3 萬 | 0.8% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,085 | $79.4 萬 | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,899 | $75.6 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,510 | $75.0 萬 | 0.7% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,443 | $74.7 萬 | 0.7% | – | – | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 24,166 | $74.6 萬 | 0.7% | – | – | – |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 84,432 | $70.5 萬 | 0.7% | – | – | 歷史 |
| BABoeing Co | Stock | 3,368 | $67.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 13,405 | $67.5 萬 | 0.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,062 | $66.9 萬 | 0.6% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 16,177 | $66.1 萬 | 0.6% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 31,225 | $63.7 萬 | 0.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,202 | $61.2 萬 | 0.6% | – | – | – |
| NXJNuveen New Jersey Quality Municipal Income Fund | COM | 39,765 | $61.2 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,356 | $59.2 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 3,329 | $59.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,341 | $57.4 萬 | 0.5% | – | – | – |
| INTCIntel Corp | Stock | 11,126 | $57.3 萬 | 0.5% | – | – | 歷史 |
| LEOBNY Mellon Strategic Municipals, Inc. | COM | 64,753 | $54.8 萬 | 0.5% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 64,781 | $52.0 萬 | 0.5% | – | – | 歷史 |
| Listed FD Tr53656F417 | ROUNDHILL BALL | 31,816 | $48.3 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,963 | $46.4 萬 | 0.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,106 | $42.3 萬 | 0.4% | – | – | 歷史 |
| CLBKColumbia Financial, Inc. | COM | 20,000 | $41.7 萬 | 0.4% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,743 | $39.4 萬 | 0.4% | – | – | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 50,284 | $39.2 萬 | 0.4% | – | – | 歷史 |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 23,950 | $38.0 萬 | 0.4% | – | – | 歷史 |
| KREFKKR Real Estate Finance Trust Inc. | COM | 18,000 | $37.5 萬 | 0.3% | – | – | 歷史 |
| Amplify ETF Tr032108755 | BLACKSWAN TECH | 14,500 | $36.0 萬 | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,086 | $35.4 萬 | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 759 | $34.8 萬 | 0.3% | – | – | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 6,605 | $33.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 8,827 | $32.5 萬 | 0.3% | – | – | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 9,602 | $30.5 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,686 | $28.2 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 825 | $27.7 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 1,470 | $26.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,590 | $25.9 萬 | 0.2% | – | – | – |
| SHWSherwin Williams Co | COM | 706 | $24.9 萬 | 0.2% | – | – | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 5,040 | $23.8 萬 | 0.2% | – | – | 歷史 |
| DOWDow Inc. | Stock | 4,008 | $22.7 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,100 | $22.7 萬 | 0.2% | – | – | – |
| TELLTellurian Inc. | COM | 13,926 | $4.30 萬 | <0.1% | – | – | 歷史 |