Bowman & Co S.C.
- SEC CIK
- 0001906275
- 最新申報
- 2026/1/23
2021 年第 4 季持倉
持倉截至 2021/12/31,2022/1/31 申報。只含多頭部位。
- 持股檔數
- 80
- 2021 年第 3 季沒有申報
- 總值
- $1.30 億
- 2021 年第 3 季沒有申報
Bowman & Co S.C. 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 81,686 | $3,567 萬 | 27.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 163,057 | $1,320 萬 | 10.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 110,296 | $1,259 萬 | 9.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 78,022 | $581.5 萬 | 4.5% | – | – | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 31,539 | $568.4 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 19,730 | $350.6 萬 | 2.7% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 35,932 | $300.7 萬 | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,870 | $298.3 萬 | 2.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 38,199 | $209.6 萬 | 1.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,990 | $201.7 萬 | 1.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 12,027 | $190.7 萬 | 1.5% | – | – | 歷史 |
| NICNicolet Bankshares Inc | COM | 19,455 | $166.8 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,584 | $148.7 萬 | 1.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 10,639 | $131.0 萬 | 1.0% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 4,566 | $124.1 萬 | 1.0% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 6,529 | $112.9 萬 | 0.9% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,716 | $93.7 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,306 | $93.4 萬 | 0.7% | – | – | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 624 | $93.0 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,371 | $92.4 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,873 | $90.2 萬 | 0.7% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 14,151 | $89.7 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,339 | $88.8 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,683 | $79.9 萬 | 0.6% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,103 | $79.3 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 265 | $77.4 萬 | 0.6% | – | – | 歷史 |
| CMECME Group Inc. | COM | 3,369 | $77.3 萬 | 0.6% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,514 | $76.6 萬 | 0.6% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,564 | $72.2 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,419 | $71.8 萬 | 0.6% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,133 | $71.3 萬 | 0.5% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 3,487 | $70.8 萬 | 0.5% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,386 | $70.4 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 206 | $68.3 萬 | 0.5% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 10,566 | $67.8 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,801 | $67.7 萬 | 0.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,358 | $66.3 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 13,048 | $65.8 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,554 | $64.8 萬 | 0.5% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,633 | $63.3 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,829 | $61.4 萬 | 0.5% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,623 | $60.1 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,708 | $59.4 萬 | 0.5% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,209 | $58.4 萬 | 0.4% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,632 | $57.3 萬 | 0.4% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,133 | $55.4 萬 | 0.4% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 12,586 | $55.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 7,622 | $54.8 萬 | 0.4% | – | – | – |
| TJXTJX Companies Inc | Stock | 7,103 | $54.0 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,973 | $53.9 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 2,424 | $52.5 萬 | 0.4% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 10,966 | $50.7 萬 | 0.4% | – | – | 歷史 |
| OSKOshkosh Corp | COM | 4,461 | $50.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,120 | $48.7 萬 | 0.4% | – | – | – |
| INFOIHS Markit Ltd. | SHS | 3,642 | $48.5 萬 | 0.4% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 3,223 | $48.4 萬 | 0.4% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 4,093 | $48.0 萬 | 0.4% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 554 | $47.1 萬 | 0.4% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 4,500 | $45.2 萬 | 0.3% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 291 | $41.9 萬 | 0.3% | – | – | – |
| HALHalliburton Co | Stock | 16,691 | $38.2 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,628 | $37.6 萬 | 0.3% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 946 | $33.1 萬 | 0.3% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 3,615 | $31.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,189 | $30.3 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 629 | $30.0 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,509 | $29.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 900 | $29.0 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 99 | $28.7 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,199 | $28.5 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 2,944 | $27.9 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 811 | $27.7 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,436 | $26.9 萬 | 0.2% | – | – | 歷史 |
| AMCRAmcor plc | ORD | 18,539 | $22.3 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 388 | $22.1 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,307 | $21.8 萬 | 0.2% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 2,202 | $21.4 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,890 | $20.9 萬 | 0.2% | – | – | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 5,369 | $20.9 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 4,628 | $20.5 萬 | 0.2% | – | – | 歷史 |