PACK Private Wealth, LLC
- SEC CIK
- 0001907212
- 最新申報
- 2026/8/12
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位。
- 持股檔數
- 38
- 2021 年第 3 季沒有申報
- 總值
- $1.26 億
- 2021 年第 3 季沒有申報
PACK Private Wealth, 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 446,074 | $2,278 萬 | 18.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,102 | $2,008 萬 | 16.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 263,239 | $1,302 萬 | 10.3% | – | – | – |
| GGGGraco Inc | COM | 158,713 | $1,280 萬 | 10.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 38,452 | $1,089 萬 | 8.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,147 | $768.9 萬 | 6.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 47,627 | $552.5 萬 | 4.4% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 51,120 | $550.2 萬 | 4.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,511 | $527.8 萬 | 4.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 94,922 | $512.2 萬 | 4.1% | – | – | – |
| MOSMosaic Co | COM | 59,651 | $234.4 萬 | 1.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,767 | $164.5 萬 | 1.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 18,940 | $158.5 萬 | 1.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,621 | $116.6 萬 | 0.9% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,363 | $107.9 萬 | 0.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 5,981 | $93.7 萬 | 0.7% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 3,429 | $65.7 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 12,026 | $58.7 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,788 | $54.6 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 2,849 | $50.6 萬 | 0.4% | – | – | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 11,942 | $47.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,772 | $46.9 萬 | 0.4% | – | – | – |
| CERNCERNER Corp | COM | 5,040 | $46.8 萬 | 0.4% | – | – | 歷史 |
| Syntax ETF Tr87166N304 | STRATIFIED SMCP | 8,170 | $41.2 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 133 | $38.5 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 360 | $38.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,426 | $37.0 萬 | 0.3% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 7,576 | $34.7 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,099 | $32.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 1,564 | $32.9 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,822 | $31.7 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,004 | $31.5 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,842 | $30.9 萬 | 0.2% | – | – | – |
| CLFDClearfield, Inc. | COM | 3,400 | $28.7 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 2,000 | $25.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,282 | $23.6 萬 | 0.2% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 2,350 | $22.7 萬 | 0.2% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 2,612 | $20.3 萬 | 0.2% | – | – | – |