Red Mountain Financial, LLC
- SEC CIK
- 0001997650
- 最新申報
- 2026/7/21
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位。
- 持股檔數
- 62
- 2024 年第 1 季沒有申報
- 總值
- $8,293 萬
- 2024 年第 1 季沒有申報
Red Mountain Financial, LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 113,851 | $885.3 萬 | 10.7% | – | – | – |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 8,541,032 | $854.1 萬 | 10.3% | – | – | – |
| AAPLApple Inc. | Stock | 21,598 | $454.9 萬 | 5.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,039 | $408.4 萬 | 4.9% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 80,678 | $366.8 萬 | 4.4% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 80,308 | $360.8 萬 | 4.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 27,078 | $334.5 萬 | 4.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 64,306 | $323.9 萬 | 3.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,991 | $322.1 萬 | 3.9% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 109,875 | $259.0 萬 | 3.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 46,314 | $203.5 萬 | 2.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,144 | $194.4 萬 | 2.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 36,957 | $186.5 萬 | 2.2% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 22,708 | $184.6 萬 | 2.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 9,369 | $170.7 萬 | 2.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,055 | $169.4 萬 | 2.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,898 | $163.8 萬 | 2.0% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,860 | $143.5 萬 | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,676 | $142.5 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,761 | $123.4 萬 | 1.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 38,958 | $117.0 萬 | 1.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 20,546 | $104.3 萬 | 1.3% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 12,748 | $102.6 萬 | 1.2% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 17,999 | $97.1 萬 | 1.2% | – | – | 歷史 |
| DOWDow Inc. | Stock | 17,917 | $95.1 萬 | 1.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 16,812 | $92.3 萬 | 1.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,813 | $84.7 萬 | 1.0% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,671 | $82.6 萬 | 1.0% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 11,845 | $78.6 萬 | 0.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,039 | $78.1 萬 | 0.9% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,321 | $72.9 萬 | 0.9% | – | – | – |
| WMTWalmart Inc. | Stock | 9,667 | $65.5 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,660 | $57.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,111 | $56.2 萬 | 0.7% | – | – | – |
| UNPUnion Pacific Corp | Stock | 2,231 | $50.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,753 | $46.9 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,969 | $45.7 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,913 | $45.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,083 | $42.6 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,441 | $40.3 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,355 | $34.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 599 | $34.5 萬 | 0.4% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,422 | $32.9 萬 | 0.4% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 13,940 | $32.4 萬 | 0.4% | – | – | – |
| NVONovo Nordisk A S | ADR | 2,270 | $32.4 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,257 | $31.8 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,218 | $31.0 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,071 | $30.3 萬 | 0.4% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 1,364 | $28.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 4,449 | $27.9 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 503 | $27.4 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 834 | $26.1 萬 | 0.3% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,250 | $25.1 萬 | 0.3% | – | – | 歷史 |
| SYYSysco Corp | Stock | 3,098 | $22.1 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 661 | $22.0 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,297 | $22.0 萬 | 0.3% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,512 | $21.8 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 386 | $21.1 萬 | 0.3% | – | – | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 10,500 | $21.0 萬 | 0.3% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 2,435 | $20.9 萬 | 0.3% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 5,842 | $20.5 萬 | 0.2% | – | – | – |
| SYKStryker Corp | Stock | 600 | $20.4 萬 | 0.2% | – | – | 歷史 |