Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- 最新申報
- 2024/1/24
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/10 申報。只含多頭部位。
- 持股檔數
- 72
- 2021 年第 4 季沒有申報
- 總值
- $1.61 億
- 2021 年第 4 季沒有申報
Ledge Wealth Management, Inc. 沒有申報 2021 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 Morningstar Value ETF922908744 | ETF | 102,978 | $1,522 萬 | 9.5% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 309,073 | $1,517 萬 | 9.4% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 381,085 | $1,049 萬 | 6.5% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 238,715 | $914.8 萬 | 5.7% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 103,396 | $910.8 萬 | 5.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 43,115 | $645.3 萬 | 4.0% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 75,549 | $629.6 萬 | 3.9% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 24,468 | $545.2 萬 | 3.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 68,002 | $536.5 萬 | 3.3% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 54,644 | $458.1 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 25,856 | $451.5 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,764 | $301.0 萬 | 1.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 787 | $256.6 萬 | 1.6% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 61,031 | $224.1 萬 | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,258 | $220.9 萬 | 1.4% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 43,769 | $216.8 萬 | 1.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,587 | $213.9 萬 | 1.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,002 | $204.1 萬 | 1.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 9,589 | $203.5 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 28,024 | $200.1 萬 | 1.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,826 | $200.1 萬 | 1.2% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 4,463 | $199.6 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,569 | $198.6 萬 | 1.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 11,592 | $194.0 萬 | 1.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 14,464 | $190.4 萬 | 1.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 671 | $187.4 萬 | 1.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 18,109 | $183.3 萬 | 1.1% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 35,469 | $179.4 萬 | 1.1% | – | – | – |
| DEDeere & Co | Stock | 4,209 | $174.9 萬 | 1.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,906 | $167.0 萬 | 1.0% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 11,598 | $153.7 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,139 | $152.8 萬 | 1.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 30,302 | $150.2 萬 | 0.9% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 16,914 | $149.1 萬 | 0.9% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 11,413 | $148.4 萬 | 0.9% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 7,416 | $144.3 萬 | 0.9% | – | – | 歷史 |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 18,837 | $136.2 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 5,865 | $130.1 萬 | 0.8% | – | – | 歷史 |
| CMICummins Inc | Stock | 6,286 | $128.9 萬 | 0.8% | – | – | 歷史 |
| Etfis Ser Tr I26923G780 | VIRTUS REAL AS | 40,857 | $118.1 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,649 | $109.2 萬 | 0.7% | – | – | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 27,185 | $108.9 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,611 | $102.5 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 15,606 | $96.8 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 284 | $79.0 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,323 | $78.1 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,610 | $75.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,730 | $62.2 萬 | 0.4% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,300 | $61.3 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,876 | $59.5 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,103 | $57.4 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 6,969 | $52.9 萬 | 0.3% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,050 | $51.5 萬 | 0.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,941 | $49.5 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 428 | $46.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 9,162 | $45.7 萬 | 0.3% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,174 | $45.5 萬 | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,412 | $39.8 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,397 | $38.9 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,472 | $38.7 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,215 | $36.7 萬 | 0.2% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 14,400 | $32.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,827 | $32.4 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,055 | $27.0 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 700 | $25.4 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 1,416 | $23.1 萬 | 0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,083 | $22.3 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,725 | $22.1 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 708 | $20.4 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 12,908 | $17.5 萬 | 0.1% | – | – | – |
| JFRNuveen Floating Rate Income Fund | COM | 13,480 | $13.5 萬 | 0.1% | – | – | 歷史 |
| AQMSAqua Metals, Inc. | COM | 14,005 | $2.10 萬 | <0.1% | – | – | 歷史 |