ORG Partners LLC
- SEC CIK
- 0001979372
- 最新申報
- 2026/1/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/6/1 申報。只含多頭部位。
- 持股檔數
- 134
- 2022 年第 4 季沒有申報
- 總值
- $4.10 億
- 2022 年第 4 季沒有申報
ORG Partners 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 30,223 | $280.4 萬 | 0.7% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,197 | $295.8 萬 | 0.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 32,410 | $328.2 萬 | 0.8% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 80,013 | $376.0 萬 | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 77,854 | $380.9 萬 | 0.9% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 324,538 | $405.7 萬 | 1.0% | – | – | 歷史 |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 150,649 | $408.0 萬 | 1.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 83,110 | $408.1 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 40,272 | $414.1 萬 | 1.0% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 27,490 | $439.1 萬 | 1.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 62,850 | $459.0 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,142 | $464.5 萬 | 1.1% | – | – | 歷史 |
| Schwab808515605 | Cash Sweep | 4,739,719 | $474.0 萬 | 1.2% | – | – | – |
| TSLATesla, Inc. | Stock | 26,859 | $525.8 萬 | 1.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 108,537 | $545.5 萬 | 1.3% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 66,914 | $557.0 萬 | 1.4% | – | – | 歷史 |
| Snoxx808515621 | MF | 5,772,190 | $577.2 萬 | 1.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 64,800 | $608.5 萬 | 1.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 55,224 | $615.6 萬 | 1.5% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 51,466 | $641.4 萬 | 1.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 89,443 | $657.9 萬 | 1.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 74,590 | $677.4 萬 | 1.7% | – | – | – |
| RSTK Vox Royalty Corp ComPER929285 | Equity | 2,502,625 | $773.1 萬 | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,419 | $801.1 萬 | 2.0% | – | – | – |
| iShares Tr464288588 | MBS ETF | 94,133 | $893.3 萬 | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 54,164 | $897.7 萬 | 2.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 90,102 | $970.0 萬 | 2.4% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 452,627 | $1,059 萬 | 2.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 35,116 | $1,087 萬 | 2.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 36,125 | $1,364 萬 | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 316,734 | $1,440 萬 | 3.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 614,599 | $2,838 萬 | 6.9% | – | – | – |
| VOXRVox Royalty Corp. | COM | 9,422,679 | $2,911 萬 | 7.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 574,331 | $5,701 萬 | 13.9% | – | – | – |