Lockerman Financial Group, Inc.
- SEC CIK
- 0001906539
- 最新申報
- 2026/7/16
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/5/10 申報。只含多頭部位。
- 持股檔數
- 64
- 2021 年第 3 季沒有申報
- 總值
- $3,823 萬
- 2021 年第 3 季沒有申報
Lockerman Financial Group, Inc. 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 |
|---|---|---|---|---|---|---|---|
| MASIMasimo Corp | COM | 15,900 | $465.5 萬 | 12.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,691 | $317.8 萬 | 8.3% | – | – | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 35,240 | $291.4 萬 | 7.6% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 78,903 | $202.7 萬 | 5.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 3,621 | $140.2 萬 | 3.7% | – | – | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 19,891 | $136.5 萬 | 3.6% | – | – | – |
| AAPLApple Inc. | Stock | 7,084 | $125.7 萬 | 3.3% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 31,682 | $123.0 萬 | 3.2% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 32,829 | $101.9 萬 | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,963 | $99.6 萬 | 2.6% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 4,280 | $72.1 萬 | 1.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,166 | $68.1 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,176 | $59.3 萬 | 1.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,197 | $57.1 萬 | 1.5% | – | – | – |
| MAAMid America Apartment Communities Inc. | COM | 2,490 | $57.1 萬 | 1.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 159 | $53.0 萬 | 1.4% | – | – | 歷史 |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 21,551 | $52.5 萬 | 1.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 167 | $48.4 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,356 | $45.6 萬 | 1.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 150 | $43.5 萬 | 1.1% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 14,481 | $42.0 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,574 | $40.7 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,337 | $40.0 萬 | 1.0% | – | – | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 12,177 | $39.1 萬 | 1.0% | – | – | – |
| DHRDanaher Corp | Stock | 1,170 | $38.6 萬 | 1.0% | – | – | 歷史 |
| KEYKeycorp | COM | 16,450 | $38.0 萬 | 1.0% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,980 | $36.2 萬 | 0.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,565 | $35.2 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,783 | $34.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 779 | $33.9 萬 | 0.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,203 | $33.8 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,007 | $33.5 萬 | 0.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,827 | $32.4 萬 | 0.8% | – | – | – |
| PFEPfizer Inc | Stock | 5,393 | $31.9 萬 | 0.8% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,473 | $30.7 萬 | 0.8% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 1,410 | $29.4 萬 | 0.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 2,140 | $29.2 萬 | 0.8% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,965 | $28.2 萬 | 0.7% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,150 | $28.0 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 556 | $28.0 萬 | 0.7% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,160 | $27.9 萬 | 0.7% | – | – | – |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 10,375 | $27.8 萬 | 0.7% | – | – | – |
| HIGHartford Insurance Group, Inc. | Stock | 4,010 | $27.7 萬 | 0.7% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,630 | $27.7 萬 | 0.7% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 17,940 | $26.9 萬 | 0.7% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,042 | $26.3 萬 | 0.7% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 6,000 | $26.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,996 | $25.4 萬 | 0.7% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,298 | $25.3 萬 | 0.7% | – | – | 歷史 |
| NNNNNN REIT, Inc. | REIT | 5,150 | $24.8 萬 | 0.6% | – | – | 歷史 |
| METMetlife Inc | Stock | 3,914 | $24.5 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,332 | $24.1 萬 | 0.6% | – | – | – |
| INTCIntel Corp | Stock | 4,528 | $23.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,897 | $23.4 萬 | 0.6% | – | – | – |
| CINFCincinnati Financial Corp | COM | 2,050 | $23.4 萬 | 0.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 652 | $23.2 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,014 | $22.8 萬 | 0.6% | – | – | 歷史 |
| ESEversource Energy | Stock | 2,490 | $22.7 萬 | 0.6% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,350 | $21.8 萬 | 0.6% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,180 | $21.5 萬 | 0.6% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 10,060 | $21.3 萬 | 0.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 1,960 | $20.6 萬 | 0.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,250 | $20.4 萬 | 0.5% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 3,900 | $20.3 萬 | 0.5% | – | – | 歷史 |