DecisionPoint Financial, LLC
- SEC CIK
- 0001938514
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/9/26 申報。只含多頭部位。
- 持股檔數
- 200
- 2022 年第 3 季沒有申報
- 總值
- $1.65 億
- 2022 年第 3 季沒有申報
DecisionPoint Financial, LLC 沒有申報 2022 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,282,460 | $3,114 萬 | 18.9% | – | – | – |
| HOMBHome Bancshares Inc | COM | 1,323,278 | $3,016 萬 | 18.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 327,330 | $2,537 萬 | 15.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 347,101 | $1,441 萬 | 8.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 568,279 | $1,423 萬 | 8.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 113,053 | $932.5 萬 | 5.7% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 120,809 | $617.9 萬 | 3.8% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 108,215 | $517.9 萬 | 3.1% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 173,635 | $381.1 萬 | 2.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 46,309 | $348.2 萬 | 2.1% | – | – | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 78,079 | $336.5 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,878 | $265.3 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 97,586 | $206.4 萬 | 1.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 35,575 | $149.3 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,223 | $149.2 萬 | 0.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 10,728 | $139.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,549 | $87.9 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,085 | $75.0 萬 | 0.5% | – | – | – |
| LANDGladstone Land Corp | COM | 38,700 | $71.0 萬 | 0.4% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 4,155 | $53.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,370 | $49.6 萬 | 0.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 22,848 | $49.4 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 5,299 | $35.5 萬 | 0.2% | – | – | – |
| RFRegions Financial Corp | COM | 10,708 | $23.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,561 | $22.1 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 3,625 | $16.7 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 474 | $15.0 萬 | 0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,004 | $14.9 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 2,771 | $14.2 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 1,000 | $11.8 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 365 | $11.3 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,000 | $11.1 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,505 | $10.8 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 1,000 | $9.32 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,106 | $9.29 萬 | 0.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 1,000 | $8.73 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 225 | $8.64 萬 | 0.1% | – | – | – |
| XYLXylem Inc. | COM | 750 | $8.29 萬 | 0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,092 | $8.22 萬 | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 610 | $8.18 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 650 | $7.82 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 667 | $7.80 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 1,000 | $7.77 萬 | <0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 836 | $7.01 萬 | <0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 1,115 | $7.01 萬 | <0.1% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 1,500 | $6.61 萬 | <0.1% | – | – | – |
| ONOn Semiconductor Corp | Stock | 1,000 | $6.24 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 327 | $5.91 萬 | <0.1% | – | – | 歷史 |
| SUMSummit Materials, Inc. | CL A | 2,034 | $5.77 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 177 | $5.65 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 620 | $5.50 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 310 | $5.48 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 304 | $5.46 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 739 | $5.31 萬 | <0.1% | – | – | – |
| PSXPhillips 66 | Stock | 500 | $5.20 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 625 | $5.11 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 424 | $4.90 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 500 | $4.77 萬 | <0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 380 | $4.68 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 900 | $4.64 萬 | <0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 502 | $4.43 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 217 | $4.42 萬 | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 885 | $4.22 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 275 | $4.06 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 1,530 | $4.04 萬 | <0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 135 | $3.93 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 100 | $3.89 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 208 | $3.63 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 66 | $3.50 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 225 | $3.41 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 197 | $3.25 萬 | <0.1% | – | – | 歷史 |
| PSAPublic Storage | COM | 116 | $3.25 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 560 | $3.24 萬 | <0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 325 | $3.22 萬 | <0.1% | – | – | 歷史 |
| RHIRobert Half Inc. | COM | 401 | $2.96 萬 | <0.1% | – | – | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 1,000 | $2.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 329 | $2.79 萬 | <0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 750 | $2.60 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 176 | $2.57 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 286 | $2.39 萬 | <0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 243 | $2.39 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 350 | $2.23 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 220 | $2.22 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 355 | $2.18 萬 | <0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 964 | $2.15 萬 | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 260 | $2.15 萬 | <0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 85 | $2.11 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 84 | $2.03 萬 | <0.1% | – | – | – |
| PEverpure, Inc. | CL A | 750 | $2.01 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 146 | $1.89 萬 | <0.1% | – | – | – |
| SNASnap-on Inc | COM | 74 | $1.69 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 110 | $1.49 萬 | <0.1% | – | – | – |
| HSTHost Hotels & Resorts, Inc. | COM | 815 | $1.31 萬 | <0.1% | – | – | 歷史 |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 516 | $1.28 萬 | <0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 306 | $1.03 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 34 | $1.00 萬 | <0.1% | – | – | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 2,000 | $9,900 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 23 | $9,862 | <0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 81 | $9,132 | <0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 220 | $9,075 | <0.1% | – | – | 歷史 |