Latko Wealth Management, Ltd.
- SEC CIK
- 0001937769
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/29 申報。只含多頭部位。
- 持股檔數
- 30
- 2024 年第 2 季沒有申報
- 總值
- $1.65 億
- 2024 年第 2 季沒有申報
Latko Wealth Management, Ltd. 沒有申報 2024 年第 2 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 74,369 | $4,290 萬 | 26.0% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 66,488 | $2,813 萬 | 17.1% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 115,898 | $2,328 萬 | 14.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 155,465 | $1,314 萬 | 8.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,851 | $852.1 萬 | 5.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,220 | $791.6 萬 | 4.8% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 49,037 | $586.5 萬 | 3.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,115 | $583.5 萬 | 3.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 48,962 | $572.7 萬 | 3.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,052 | $462.7 萬 | 2.8% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 29,025 | $329.6 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 13,537 | $315.4 萬 | 1.9% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 24,540 | $255.7 萬 | 1.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,910 | $153.6 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,760 | $141.1 萬 | 0.9% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,821 | $106.8 萬 | 0.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,576 | $75.0 萬 | 0.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,388 | $60.7 萬 | 0.4% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,000 | $54.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,336 | $52.7 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,053 | $45.3 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,000 | $41.3 萬 | 0.3% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 654 | $40.6 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 778 | $35.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,624 | $35.1 萬 | 0.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,509 | $34.4 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,680 | $31.3 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 16,637 | $17.6 萬 | 0.1% | – | – | 歷史 |
| LCIDLucid Group, Inc. | COM | 11,000 | $3.90 萬 | <0.1% | – | – | 歷史 |