Foundation Wealth Management, LLC
- SEC CIK
- 0001966351
- 最新申報
- 2026/7/30
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/21 申報。只含多頭部位。
- 持股檔數
- 38
- 2022 年第 3 季沒有申報
- 總值
- $9,848 萬
- 2022 年第 3 季沒有申報
Foundation Wealth Management, 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 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 357,489 | $2,091 萬 | 21.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 106,939 | $1,551 萬 | 15.8% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 26,405 | $566.4 萬 | 5.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 73,558 | $415.5 萬 | 4.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,848 | $391.6 萬 | 4.0% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | – | $386.3 萬 | 3.9% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | – | $341.1 萬 | 3.5% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 40,636 | $340.4 萬 | 3.5% | – | – | – |
| AAPLApple Inc. | Stock | 24,518 | $318.6 萬 | 3.2% | – | – | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | – | $303.0 萬 | 3.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 64,211 | $294.6 萬 | 3.0% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 20,348 | $282.2 萬 | 2.9% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 69,539 | $263.6 萬 | 2.7% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $260.9 萬 | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,897 | $213.0 萬 | 2.2% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 77,106 | $175.1 萬 | 1.8% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 34,341 | $159.6 萬 | 1.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 23,078 | $157.6 萬 | 1.6% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 62,557 | $152.0 萬 | 1.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 13,519 | $150.0 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 15,115 | $127.2 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,754 | $114.0 萬 | 1.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,750 | $98.7 萬 | 1.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,999 | $97.0 萬 | 1.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,589 | $94.7 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | – | $87.7 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 9,252 | $51.0 萬 | 0.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,034 | $47.2 萬 | 0.5% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 9,600 | $43.9 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 8,547 | $43.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,421 | $40.8 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,920 | $34.8 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,489 | $33.4 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 8,711 | $30.1 萬 | 0.3% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 100 | $24.7 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 418 | $22.2 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 6,719 | $22.0 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,340 | $20.3 萬 | 0.2% | – | – | 歷史 |