WPWealth LLP
- SEC CIK
- 0001950118
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/31 申報。只含多頭部位。
- 持股檔數
- 40
- 2022 年第 3 季沒有申報
- 總值
- $1.91 億
- 2022 年第 3 季沒有申報
WPWealth LLP 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 ETF Trust25434V872 | CORE FIXE IN ETF | 1,592,551 | $6,612 萬 | 34.6% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,100,280 | $2,459 萬 | 12.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 498,146 | $1,668 萬 | 8.7% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 599,878 | $1,621 萬 | 8.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 213,806 | $939.7 萬 | 4.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 380,610 | $835.4 萬 | 4.4% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 254,057 | $763.9 萬 | 4.0% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 294,402 | $622.7 萬 | 3.3% | – | – | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 222,156 | $528.1 萬 | 2.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,958 | $342.6 萬 | 1.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 24,916 | $323.7 萬 | 1.7% | – | – | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 89,465 | $270.1 萬 | 1.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 109,902 | $266.8 萬 | 1.4% | – | – | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 76,560 | $243.2 萬 | 1.3% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 92,667 | $227.3 萬 | 1.2% | – | – | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 85,224 | $189.8 萬 | 1.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 83,324 | $180.0 萬 | 0.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,575 | $122.0 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,568 | $106.5 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 29,490 | $92.9 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 8,322 | $91.8 萬 | 0.5% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 24,348 | $72.8 萬 | 0.4% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 23,829 | $63.6 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,602 | $62.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,987 | $48.4 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 1,920 | $41.1 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,607 | $33.1 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,795 | $30.5 萬 | 0.2% | – | – | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 32,397 | $29.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 4,610 | $29.5 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 6,008 | $28.7 萬 | 0.2% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 8,839 | $25.9 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,571 | $22.3 萬 | 0.1% | – | – | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 13,846 | $22.2 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,588 | $21.7 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 7,156 | $21.6 萬 | 0.1% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 90 | $21.1 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,150 | $20.7 萬 | 0.1% | – | – | – |
| QUBTQuantum Computing Inc. | COM | 100,000 | $15.1 萬 | 0.1% | – | – | 歷史 |
| Colony Cap Inc19624RAA4 | NOTE 5.000% 4/1 | – | $2.17 萬 | <0.1% | – | – | – |