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DiNuzzo Private Wealth, Inc.

SEC CIK
0001994563
最新申報
2026/7/10

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/23 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
1,413
較 2024 年第 3 季 −23
總值
$7.90 億
較 2024 年第 3 季 −$1,895 萬 (−2.3%)
申報日
2025/1/23
SEC
DiNuzzo Private Wealth, Inc. 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Dimensional ETF Trust25434V864SHOR DUR FIX ETF1,949,760$9,140 萬11.6%−48,969−2.5%減碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF2,185,499$9,020 萬11.4%+182,606+9.1%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF1,203,541$7,673 萬9.7%−68,858−5.4%減碼–
Dimensional ETF Trust25434V666US LARG VALU ETF1,799,402$5,404 萬6.8%−29,703−1.6%減碼–
Dimensional U.S. Small Cap ETF25434V500ETF704,455$4,585 萬5.8%−15,838−2.2%減碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,228,911$4,152 萬5.3%−45,095−3.5%減碼–
Dimensional ETF Trust25434V658GLOBAL REAL EST1,608,159$4,107 萬5.2%+62,986+4.1%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY1,526,163$3,944 萬5.0%+60,976+4.2%加碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF1,227,179$3,777 萬4.8%−16,255−1.3%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF879,895$3,044 萬3.9%−41,610−4.5%減碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V767,020$2,038 萬2.6%+13,268+1.8%加碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO772,254$2,023 萬2.6%+15,792+2.1%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE481,754$1,971 萬2.5%−7,757−1.6%減碼–
Dimensional Ultrashort Fixed Income ETF25434V591ETF351,193$1,777 萬2.2%+61,305+21.1%加碼–
Dimensional ETF Trust25434V567GLOBAL CR ETF329,055$1,731 萬2.2%+9,227+2.9%加碼–
Dimensional ETF Trust25434V765INTL HIGH PROFIT668,103$1,686 萬2.1%+28,375+4.4%加碼–
Dimensional ETF Trust25434V617WORLD EQUITY ETF257,656$1,609 萬2.0%−10,770−4.0%減碼–
Dimensional ETF Trust25434V583GLOB CO PLUS ETF297,533$1,572 萬2.0%+36,193+13.8%加碼–
Dimensional Emerging Core Equity Market ETF25434V302ETF461,634$1,171 萬1.5%+4,723+1.0%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL260,643$924.8 萬1.2%−5,305−2.0%減碼–
Dimensional U.S. Targeted Value ETF25434V609ETF142,402$792.6 萬1.0%−3,220−2.2%減碼–
Dimensional ETF Trust25434V740EMERGING MKTS VA217,175$569.2 萬0.7%+2,362+1.1%加碼–
Dimensional ETF Trust25434V575INTL COR FIX ETF107,307$561.4 萬0.7%+7,829+7.9%加碼–
Dimensional ETF Trust25434V757EMERGING MKTS HI225,440$557.7 萬0.7%+3,798+1.7%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF206,560$513.5 萬0.6%−8,520−4.0%減碼–
AAPLApple Inc.Stock12,818$321.0 萬0.4%+102+0.8%加碼歷史
Dimensional ETF Trust25434V849NATL MUN BD ETF64,750$309.3 萬0.4%+11,918+22.6%加碼–
MCDMcDonalds CorpStock7,501$217.4 萬0.3%+13+0.2%加碼歷史
MSFTMicrosoft CorpStock4,786$201.7 萬0.3%−667−12.2%減碼歷史
Dimensional ETF Trust25434V716US SUSTAINABILTY50,458$191.2 萬0.2%−4,664−8.5%減碼–
Dimensional ETF Trust25434V773INTL SMALL CAP E55,673$136.7 萬0.2%−305−0.5%減碼–
IBMInternational Business Machines CorpStock5,909$129.9 萬0.2%00.0%不變歷史
Dimensional ETF Trust25434V823US REAL ESTA ETF54,979$127.9 萬0.2%−148−0.3%減碼–
NVDANVIDIA CorpStock8,612$115.7 萬0.1%+71+0.8%加碼歷史
ACVAACV Auctions Inc.COM CL A52,100$112.5 萬0.1%+52,100新進歷史
Dimensional ETF Trust25434V690INTERNATIONAL30,264$99.4 萬0.1%+961+3.3%加碼–
Vanguard Morningstar Growth ETF922908736ETF2,102$86.3 萬0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF3,864$83.9 萬0.1%−1,228−24.1%減碼–
Vanguard S&P 500 ETF922908363ETF1,468$79.1 萬0.1%00.0%不變–
WSBCWesbanco IncCOM22,867$74.4 萬0.1%+21+0.1%加碼歷史
iShares Russell 1000 Value ETF464287598ETF3,958$73.3 萬0.1%00.0%不變–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL8,904$72.3 萬0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,595$66.6 萬0.1%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF1,295$66.2 萬0.1%00.0%不變–
EQTEQT CorpStock13,632$62.9 萬0.1%+1,020+8.1%加碼歷史
Dimensional ETF Trust25434V674GLOBAL SUSTAINA12,127$61.8 萬0.1%−168−1.4%減碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK20,778$60.7 萬0.1%+1,031+5.2%加碼–
BRK.BBerkshire Hathaway IncStock1,284$58.2 萬0.1%−1−0.1%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF2,001$58.0 萬0.1%+16+0.8%加碼–
ORCLOracle CorpStock3,380$56.3 萬0.1%−301−8.2%減碼歷史
HONHoneywell International IncCOM2,175$49.1 萬0.1%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF781$46.0 萬0.1%00.0%不變–
DDominion Energy, IncStock8,234$44.4 萬0.1%00.0%不變歷史
Vanguard Utilities ETF92204A876ETF2,631$43.0 萬0.1%+40+1.5%加碼–
AMZNAmazon Com IncStock1,916$42.0 萬0.1%+63+3.4%加碼歷史
Vanguard Morningstar Value ETF922908744ETF2,480$42.0 萬0.1%+4+0.2%加碼–
LLYEli Lilly & CoStock480$37.1 萬<0.1%−122−20.3%減碼歷史
TSLATesla, Inc.Stock863$34.9 萬<0.1%+101+13.3%加碼歷史
VZVerizon Communications IncStock8,332$33.3 萬<0.1%+857+11.5%加碼歷史
BNYBank of New York Mellon CorpStock4,167$32.0 萬<0.1%+20.0%加碼歷史
USBUS Bancorp DECOM NEW6,676$31.9 萬<0.1%00.0%不變歷史
NEENextera Energy IncStock4,138$29.7 萬<0.1%−20.0%減碼歷史
iShares Russell 2000 ETF464287655ETF1,301$28.7 萬<0.1%00.0%不變–
MAMastercard IncStock519$27.3 萬<0.1%00.0%不變歷史
iShares Tr464287630RUS 2000 VAL ETF1,665$27.3 萬<0.1%00.0%不變–
XOMExxonMobil Holdings CorpCOM2,390$25.7 萬<0.1%−4−0.2%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,965$24.7 萬<0.1%00.0%不變–
TAT&T Inc.Stock10,344$23.6 萬<0.1%+1,569+17.9%加碼歷史
UPSUnited Parcel Service IncStock1,828$23.1 萬<0.1%+11+0.6%加碼歷史
NOWServiceNow, Inc.Stock202$21.4 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF2,325$20.6 萬<0.1%00.0%不變–
LOWLowes Companies IncStock830$20.5 萬<0.1%+1+0.1%加碼歷史
FDXFedEx CorpStock720$20.3 萬<0.1%+2+0.3%加碼歷史
GOOGLAlphabet Inc.Stock1,039$19.7 萬<0.1%+27+2.7%加碼歷史
BPBP PLCADR6,405$18.9 萬<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF1,476$18.8 萬<0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock1,454$17.6 萬<0.1%+5+0.3%加碼歷史
METAMeta Platforms, Inc.Stock298$17.5 萬<0.1%00.0%不變歷史
VanEck Semiconductor ETF92189F676ETF717$17.4 萬<0.1%00.0%不變–
OUNZVanEck Merk Gold ETFGOLD SHS6,430$16.3 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V682EMER MARK SU ETF4,730$15.7 萬<0.1%−7,252−60.5%減碼–
WisdomTree Tr97717X594ITL HDG QTLY DIV3,590$15.6 萬<0.1%00.0%不變–
Schwab Fundamental International Equity ETF808524755ETF4,440$14.7 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X152ST STR SP N AM2,880$14.7 萬<0.1%00.0%不變–
TJXTJX Companies IncStock1,108$13.4 萬<0.1%−1−0.1%減碼歷史
ADPAutomatic Data Processing IncStock425$12.4 萬<0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock241$12.2 萬<0.1%−1−0.4%減碼歷史
TTTrane Technologies plcSHS325$12.0 萬<0.1%−1−0.3%減碼歷史
AVGOBroadcom Inc.Stock497$11.5 萬<0.1%−44−8.1%減碼歷史
GOOGAlphabet Inc.Stock597$11.4 萬<0.1%+18+3.1%加碼歷史
CMCSAComcast CorpStock2,929$11.0 萬<0.1%−281−8.8%減碼歷史
EMREmerson Electric CoStock868$10.8 萬<0.1%−49−5.3%減碼歷史
BACBank of America CorpStock2,435$10.7 萬<0.1%−595−19.6%減碼歷史
EXRExtra Space Storage Inc.COM715$10.7 萬<0.1%00.0%不變歷史
MPCMarathon Petroleum CorpStock762$10.6 萬<0.1%−1−0.1%減碼歷史
PEPPepsiCo IncStock695$10.6 萬<0.1%−155−18.2%減碼歷史
MOAltria Group, Inc.Stock1,953$10.2 萬<0.1%−2−0.1%減碼歷史
PNCPNC Financial Services Group, Inc.Stock529$10.2 萬<0.1%−100−15.9%減碼歷史
PGProcter & Gamble CoStock603$10.1 萬<0.1%−45−6.9%減碼歷史
NOVNOV Inc.COM6,902$10.1 萬<0.1%−11−0.2%減碼歷史

2024 年第 3 季之後清倉（64 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

DiNuzzo Private Wealth, Inc. 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
iShares Core MSCI Eafe ETF46432F842ETF1,235$9.64 萬<0.1%–
Dimensional ETF Trust25434V104US CORE EQT MKT1,826$7.25 萬<0.1%–
iShares Global Clean Energy ETF464288224ETF3,250$4.77 萬<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF1,145$4.11 萬<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F468$3.03 萬<0.1%–
MROMarathon Oil CorpCOM882$2.35 萬<0.1%歷史
SONYSony Group CorpSPONSORED ADR200$1.93 萬<0.1%歷史
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,297$1.64 萬<0.1%歷史
RILYBRC Group Holdings, Inc.COM1,379$1.48 萬<0.1%歷史
NADNuveen Quality Municipal Income FundCOM1,000$1.24 萬<0.1%歷史
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS375$9,420<0.1%歷史
BYMBlackRock Municipal Income Quality TrustCOM667$8,031<0.1%歷史
NMZNuveen Municipal High Income Opportunity FundCOM666$7,766<0.1%歷史
MHIPioneer Municipal High Income Fund, Inc.COM SHS666$6,394<0.1%歷史
ASMLASML Holding NVADR7$5,833<0.1%歷史
NEANuveen AMT-Free Quality Municipal Income FundCOM334$3,998<0.1%歷史
BFKBlackRock Municipal Income TrustSH BEN INT334$3,531<0.1%歷史
NOKNokia CorpSPONSORED ADR800$3,496<0.1%歷史
SMCISuper Micro Computer, Inc.COM8$3,332<0.1%歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM333$2,881<0.1%歷史
EQIXEquinix IncCOM3$2,663<0.1%歷史
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities FundCOM200$1,736<0.1%歷史
PGPPIMCO Global StocksPLUS & Income FundCOM200$1,678<0.1%歷史
NEUNewmarket CorpCOM3$1,656<0.1%歷史
SFLSFL Corp Ltd.SHS142$1,649<0.1%歷史
MCRMFS Charter Income TrustSH BEN INT250$1,643<0.1%歷史
EEAEuropean Equity Fund, IncCOM110$1,028<0.1%歷史
BGSB&G Foods, Inc.COM108$960<0.1%歷史
CTLTCatalent, Inc.COM15$909<0.1%歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM102$890<0.1%歷史
CYTKCytokinetics IncCOM NEW15$792<0.1%歷史
BEPCBrookfield Renewable CorpCL A SUB VTG21$686<0.1%歷史
SRCLStericycle IncCOM10$610<0.1%歷史
CHEChemed CorpCOM1$601<0.1%歷史
UNITUniti Group Inc.COM100$564<0.1%歷史
KWRQuaker Chemical CorpCOM3$506<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM4$500<0.1%歷史
POWIPower Integrations IncCOM7$449<0.1%歷史
CHRDChord Energy CorpCOM NEW3$391<0.1%歷史
SQSPSquarespace, Inc.CLASS A8$372<0.1%歷史
PRFTPerficient IncCOM4$302<0.1%歷史
AGRAvangrid, Inc.COM6$215<0.1%歷史
PWSCPowerschool Holdings, Inc.COM CL A8$183<0.1%歷史
SSTKShutterstock, Inc.COM5$177<0.1%歷史
MGPIMGP Ingredients IncCOM2$167<0.1%歷史
PLAYDave & Buster's Entertainment, Inc.COM4$137<0.1%歷史
VSTOVista Outdoor Inc.COM3$118<0.1%歷史
BTCGrayscale Bitcoin Mini Trust ETFSHS20$113<0.1%歷史
MYRGMyr Group Inc.COM1$103<0.1%歷史
TNCTennant CoCOM1$97<0.1%歷史
BLMNBloomin' Brands, Inc.COM5$83<0.1%歷史
PGNYProgyny, Inc.COM4$68<0.1%歷史
HELEHelen of Troy LtdStock1$62<0.1%歷史
ODPODP CorpCOM2$60<0.1%歷史
MXLMaxlinear, IncCOM3$44<0.1%歷史
RESRPC IncCOM6$39<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW2$37<0.1%歷史
GDRXGoodRx Holdings, Inc.COM CL A5$35<0.1%歷史
COHUCohu IncCOM1$26<0.1%歷史
INSTInstructure Holdings, Inc.COM1$24<0.1%歷史
ACHAccendra Health IncStock1$16<0.1%歷史
ARRYArray Technologies, Inc.COM SHS1$7<0.1%歷史
GETYGetty Images Holdings, Inc.CL A COM1$4<0.1%歷史
GROYGold Royalty Corp.COMMON SHARES97,300––歷史