Dodds Wealth, LLC
- SEC CIK
- 0001973728
- 最新申報
- 2026/8/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/12 申報。只含多頭部位。
- 持股檔數
- 55
- 2023 年第 3 季沒有申報
- 總值
- $1.95 億
- 2023 年第 3 季沒有申報
Dodds Wealth, LLC 沒有申報 2023 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 437,519 | $3,556 萬 | 18.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 429,402 | $3,010 萬 | 15.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 569,444 | $2,961 萬 | 15.2% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 508,522 | $1,669 萬 | 8.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,970 | $872.3 萬 | 4.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 150,147 | $835.9 萬 | 4.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 90,970 | $803.8 萬 | 4.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 49,409 | $551.6 萬 | 2.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 81,317 | $471.3 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 161,472 | $462.5 萬 | 2.4% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 91,389 | $431.7 萬 | 2.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,025 | $346.9 萬 | 1.8% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 29,509 | $290.9 萬 | 1.5% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 53,709 | $264.2 萬 | 1.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 18,776 | $256.1 萬 | 1.3% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 73,144 | $243.2 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 11,923 | $229.6 萬 | 1.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,718 | $168.0 萬 | 0.9% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 44,552 | $161.9 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,956 | $157.1 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,532 | $126.0 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 21,668 | $112.3 萬 | 0.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,921 | $108.7 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,021 | $96.5 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 32,389 | $96.5 萬 | 0.5% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 7,756 | $90.9 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,356 | $89.6 萬 | 0.5% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 7,529 | $67.9 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 10,379 | $61.9 萬 | 0.3% | – | – | – |
| CBZCBIZ, Inc. | COM | 8,742 | $54.7 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,333 | $54.6 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,379 | $53.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 5,144 | $52.9 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,325 | $49.5 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,456 | $48.3 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,261 | $47.4 萬 | 0.2% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 12,104 | $47.3 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,958 | $44.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 861 | $42.6 萬 | 0.2% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 29,761 | $39.4 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 17,264 | $39.3 萬 | 0.2% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 15,139 | $31.4 萬 | 0.2% | – | – | – |
| MARMarriott International Inc | Stock | 1,385 | $31.2 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 630 | $29.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 9,408 | $29.3 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,716 | $24.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,912 | $23.5 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,377 | $23.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 2,812 | $22.8 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 5,093 | $22.5 萬 | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 800 | $21.7 萬 | 0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 1,759 | $21.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,430 | $20.7 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,206 | $20.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,869 | $20.2 萬 | 0.1% | – | – | – |