Revisor Wealth Management LLC
- SEC CIK
- 0001887409
- 最新申報
- 2026/7/21
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/11/21 申報。只含多頭部位。
- 持股檔數
- 154
- 2022 年第 4 季沒有申報
- 總值
- $1.09 億
- 2022 年第 4 季沒有申報
Revisor Wealth Management LLC 沒有申報 2022 年第 4 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 Intermediate-Term Bond ETF921937819 | ETF | 99,579 | $764.2 萬 | 7.0% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 136,894 | $405.6 萬 | 3.7% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 76,680 | $393.2 萬 | 3.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,022 | $370.0 萬 | 3.4% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 46,865 | $345.3 萬 | 3.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 33,803 | $310.4 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,206 | $310.4 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 20,302 | $280.4 萬 | 2.6% | – | – | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 110,072 | $270.1 萬 | 2.5% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 74,721 | $259.7 萬 | 2.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 98,319 | $228.4 萬 | 2.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,886 | $213.3 萬 | 2.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,118 | $200.5 萬 | 1.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 54,884 | $187.3 萬 | 1.7% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 28,480 | $177.5 萬 | 1.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 67,602 | $154.1 萬 | 1.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 18,653 | $149.6 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,741 | $136.7 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,450 | $120.5 萬 | 1.1% | – | – | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 47,303 | $118.1 萬 | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 42,649 | $116.7 萬 | 1.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 17,225 | $115.5 萬 | 1.1% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 35,912 | $109.3 萬 | 1.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 19,978 | $107.1 萬 | 1.0% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 44,957 | $103.7 萬 | 0.9% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 20,055 | $100.8 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,480 | $96.7 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,826 | $91.5 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 5,478 | $90.3 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,771 | $85.6 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,892 | $81.5 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 15,601 | $76.4 萬 | 0.7% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 33,189 | $76.3 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,593 | $76.2 萬 | 0.7% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 37,410 | $74.5 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,838 | $72.2 萬 | 0.7% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 14,346 | $67.3 萬 | 0.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,644 | $67.1 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,451 | $66.2 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,260 | $64.9 萬 | 0.6% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 20,535 | $64.2 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,821 | $63.8 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,757 | $62.2 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 7,485 | $61.6 萬 | 0.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,593 | $59.5 萬 | 0.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 16,989 | $59.1 萬 | 0.5% | – | – | – |
| PGRProgressive Corp | Stock | 3,866 | $55.3 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,956 | $53.4 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,890 | $52.1 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 13,992 | $51.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,269 | $49.1 萬 | 0.4% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 963 | $48.2 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,366 | $47.3 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,244 | $47.2 萬 | 0.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 18,458 | $47.0 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,956 | $46.9 萬 | 0.4% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,813 | $46.1 萬 | 0.4% | – | – | – |
| STESTERIS plc | SHS USD | 2,400 | $45.9 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,258 | $45.0 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,904 | $45.0 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,722 | $44.9 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,737 | $43.6 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,899 | $42.7 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,498 | $41.9 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 876 | $41.4 萬 | 0.4% | – | – | 歷史 |
| NUENucor Corp | COM | 2,667 | $41.2 萬 | 0.4% | – | – | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 12,489 | $40.7 萬 | 0.4% | – | – | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 8,562 | $40.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,147 | $39.1 萬 | 0.4% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 552 | $38.0 萬 | 0.3% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,548 | $37.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,560 | $37.6 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,431 | $36.8 萬 | 0.3% | – | – | – |
| LINLinde PLC | Stock | 1,032 | $36.7 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 8,115 | $36.1 萬 | 0.3% | – | – | – |
| ProShares Bitcoin ETF74347G440 | ETF | 20,374 | $35.7 萬 | 0.3% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7,866 | $35.0 萬 | 0.3% | – | – | – |
| CINFCincinnati Financial Corp | COM | 3,068 | $34.4 萬 | 0.3% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,496 | $34.1 萬 | 0.3% | – | – | 歷史 |
| DOVDOVER Corp | COM | 2,172 | $33.0 萬 | 0.3% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 1,970 | $33.0 萬 | 0.3% | – | – | 歷史 |
| CTASCintas Corp | Stock | 706 | $32.7 萬 | 0.3% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,213 | $32.5 萬 | 0.3% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,882 | $32.3 萬 | 0.3% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 925 | $32.0 萬 | 0.3% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 5,738 | $31.7 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,649 | $31.5 萬 | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,399 | $31.1 萬 | 0.3% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 2,815 | $31.0 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 9,540 | $31.0 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 16,078 | $31.0 萬 | 0.3% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 2,313 | $30.9 萬 | 0.3% | – | – | 歷史 |
| CLXClorox Co | Stock | 1,952 | $30.9 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,932 | $30.8 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,858 | $30.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,098 | $30.7 萬 | 0.3% | – | – | – |
| SPGIS&P Global Inc. | Stock | 883 | $30.4 萬 | 0.3% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 682 | $30.1 萬 | 0.3% | – | – | 歷史 |
| AOSSmith A O Corp | COM | 4,322 | $29.9 萬 | 0.3% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 6,091 | $29.7 萬 | 0.3% | – | – | – |