Midwest Financial Group LLC
- SEC CIK
- 0001967193
- 最新申報
- 2026/7/21
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位。
- 持股檔數
- 90
- 2022 年第 4 季沒有申報
- 總值
- $1.09 億
- 2022 年第 4 季沒有申報
Midwest Financial Group LLC 沒有申報 2022 年第 4 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 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 125,660 | $919.3 萬 | 8.5% | – | – | – |
| AAPLApple Inc. | Stock | 35,940 | $592.7 萬 | 5.5% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 53,310 | $584.3 萬 | 5.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 113,139 | $565.6 萬 | 5.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 65,760 | $501.3 萬 | 4.6% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 42,296 | $414.5 萬 | 3.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,824 | $379.5 萬 | 3.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 53,977 | $344.9 萬 | 3.2% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,396 | $293.2 萬 | 2.7% | – | – | 歷史 |
| BABoeing Co | Stock | 12,448 | $264.4 萬 | 2.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,892 | $256.4 萬 | 2.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,666 | $250.3 萬 | 2.3% | – | – | – |
| OKEONEOK Inc | COM | 36,773 | $233.7 萬 | 2.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 20,678 | $220.0 萬 | 2.0% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 37,342 | $175.2 萬 | 1.6% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 78,203 | $165.8 萬 | 1.5% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 14,251 | $156.7 萬 | 1.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 13,800 | $151.3 萬 | 1.4% | – | – | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 56,528 | $148.7 萬 | 1.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,609 | $135.8 萬 | 1.3% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 17,732 | $132.5 萬 | 1.2% | – | – | – |
| SLViShares Silver Trust | ETF | 56,900 | $125.9 萬 | 1.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,407 | $118.0 萬 | 1.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 58,093 | $116.9 萬 | 1.1% | – | – | – |
| KOCoca Cola Co | Stock | 16,991 | $105.4 萬 | 1.0% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,191 | $101.0 萬 | 0.9% | – | – | – |
| CSXCSX Corp | Stock | 33,285 | $99.7 萬 | 0.9% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,570 | $98.0 萬 | 0.9% | – | – | – |
| USBUS Bancorp DE | COM NEW | 26,225 | $94.5 萬 | 0.9% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 15,605 | $94.2 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,147 | $93.8 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 24,054 | $93.5 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,021 | $93.3 萬 | 0.9% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,935 | $90.6 萬 | 0.8% | – | – | – |
| IAUiShares Gold Trust | ETF | 24,035 | $89.8 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,790 | $85.5 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,805 | $84.1 萬 | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,613 | $83.5 萬 | 0.8% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 15,630 | $81.7 萬 | 0.8% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,939 | $78.7 萬 | 0.7% | – | – | 歷史 |
| OGSONE Gas, Inc. | COM | 9,862 | $78.1 萬 | 0.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,947 | $77.8 萬 | 0.7% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 12,301 | $75.2 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,952 | $72.4 萬 | 0.7% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 15,077 | $72.1 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,704 | $69.8 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,821 | $69.1 萬 | 0.6% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 11,150 | $66.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,192 | $65.1 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,265 | $59.8 萬 | 0.6% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 2,480 | $55.7 萬 | 0.5% | – | – | 歷史 |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 39,610 | $54.5 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,926 | $49.7 萬 | 0.5% | – | – | – |
| MAMastercard Inc | Stock | 1,351 | $49.1 萬 | 0.5% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,315 | $48.7 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,823 | $46.6 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 6,090 | $45.3 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,898 | $44.9 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,657 | $43.4 萬 | 0.4% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 22,040 | $42.7 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,098 | $42.3 萬 | 0.4% | – | – | 歷史 |
| NRGNRG Energy, Inc. | Stock | 12,200 | $41.8 萬 | 0.4% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,093 | $41.2 萬 | 0.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,555 | $40.9 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 5,430 | $40.2 萬 | 0.4% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,050 | $39.7 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,851 | $38.1 萬 | 0.4% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 5,050 | $37.3 萬 | 0.3% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,390 | $37.0 萬 | 0.3% | – | – | – |
| CFFNCapitol Federal Financial, Inc. | COM | 55,022 | $37.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,277 | $36.2 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 8,717 | $35.6 萬 | 0.3% | – | – | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 10,545 | $34.4 萬 | 0.3% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 1,410 | $33.1 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,174 | $32.8 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,598 | $32.2 萬 | 0.3% | – | – | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 2,725 | $31.0 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,670 | $29.8 萬 | 0.3% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 8,500 | $29.7 萬 | 0.3% | – | – | 歷史 |
| FSLYFastly, Inc. | CL A | 16,325 | $29.0 萬 | 0.3% | – | – | 歷史 |
| DGDollar General Corp | COM | 1,358 | $28.6 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,263 | $27.8 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,525 | $24.9 萬 | 0.2% | – | – | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 16,648 | $23.3 萬 | 0.2% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,708 | $22.8 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,072 | $22.0 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,034 | $21.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,128 | $20.6 萬 | 0.2% | – | – | – |
| AFLAflac Inc | Stock | 3,158 | $20.4 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 15,240 | $19.2 萬 | 0.2% | – | – | 歷史 |