Core Wealth Management, Inc.
- SEC CIK
- 0001965150
- 最新申報
- 2026/7/29
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/15 申報。只含多頭部位。
- 持股檔數
- 17
- 2022 年第 3 季沒有申報
- 總值
- $1.77 億
- 2022 年第 3 季沒有申報
Core Wealth Management, Inc. 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 | 2,870,854 | $6,970 萬 | 39.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,982,025 | $4,281 萬 | 24.2% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 1,025,556 | $4,258 萬 | 24.1% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 152,935 | $629.5 萬 | 3.6% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 283,301 | $599.2 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 76,428 | $365.4 萬 | 2.1% | – | – | – |
| NEENextera Energy Inc | Stock | 16,813 | $140.6 萬 | 0.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,187 | $127.9 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 38,257 | $85.9 萬 | 0.5% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,633 | $36.0 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,872 | $35.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,649 | $33.1 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,362 | $32.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,007 | $30.4 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 2,436 | $28.2 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,001 | $26.4 萬 | 0.1% | – | – | 歷史 |
| CPKChesapeake Utilities Corp | COM | 2,069 | $24.5 萬 | 0.1% | – | – | 歷史 |