Dechtman Wealth Management, LLC
- SEC CIK
- 0001992316
- 最新申報
- 2025/2/12
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/9/11 申報。只含多頭部位。
- 持股檔數
- 52
- 2023 年第 1 季沒有申報
- 總值
- $3.36 億
- 2023 年第 1 季沒有申報
Dechtman Wealth Management, LLC 沒有申報 2023 年第 1 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 Core S&P 500 ETF464287200 | ETF | 189,043 | $8,426 萬 | 25.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,089,683 | $7,913 萬 | 23.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 100,623 | $4,098 萬 | 12.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 318,583 | $2,388 萬 | 7.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 237,786 | $2,370 萬 | 7.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 102,547 | $2,258 萬 | 6.7% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 610,382 | $2,173 萬 | 6.5% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 98,194 | $1,047 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 26,784 | $519.5 萬 | 1.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,929 | $167.8 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,148 | $152.6 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,113 | $118.8 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,200 | $106.4 萬 | 0.3% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 16,333 | $101.5 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,411 | $100.2 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,920 | $95.7 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,615 | $85.2 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,456 | $79.3 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,807 | $69.2 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 9,321 | $68.1 萬 | 0.2% | – | – | – |
| TGTTarget Corp | Stock | 5,127 | $67.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,119 | $66.9 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 4,120 | $64.8 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,797 | $64.6 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,023 | $64.1 萬 | 0.2% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 9,904 | $57.0 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,935 | $52.6 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,111 | $51.1 萬 | 0.2% | – | – | 歷史 |
| Abbott Labs500648100 | COM | 4,168 | $45.4 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,416 | $44.0 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,434 | $43.9 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,768 | $43.7 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 2,203 | $38.4 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,150 | $37.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,350 | $37.2 萬 | 0.1% | – | – | – |
| SYKStryker Corp | Stock | 1,183 | $36.1 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 6,780 | $34.2 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 3,742 | $33.8 萬 | 0.1% | – | – | 歷史 |
| WALWestern Alliance Bancorporation | COM | 8,974 | $32.7 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,623 | $30.5 萬 | 0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,013 | $30.3 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,404 | $29.6 萬 | 0.1% | – | – | 歷史 |
| Travelers Property Casualty89420G109 | COMMON STOCK | 1,632 | $28.3 萬 | 0.1% | – | – | – |
| FISVFiserv Inc | Stock | 2,188 | $27.6 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,503 | $24.9 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 9,276 | $24.4 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 933 | $24.4 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,509 | $23.7 萬 | 0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 1,696 | $23.5 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,052 | $22.1 萬 | 0.1% | – | – | – |
| HPQHP Inc | Stock | 6,798 | $20.9 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 920 | $20.2 萬 | 0.1% | – | – | 歷史 |