Visionary Horizons, LLC
- SEC CIK
- 0002003615
- 最新申報
- 2026/7/16
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/23 申報。只含多頭部位。
- 持股檔數
- 81
- 2023 年第 3 季沒有申報
- 總值
- $1.23 億
- 2023 年第 3 季沒有申報
Visionary Horizons, 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 403,290 | $1,881 萬 | 15.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 217,371 | $1,803 萬 | 14.6% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 291,821 | $984.3 萬 | 8.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 105,696 | $949.2 萬 | 7.7% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 137,834 | $777.2 萬 | 6.3% | – | – | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 82,767 | $663.4 萬 | 5.4% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 72,615 | $541.6 萬 | 4.4% | – | – | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 87,557 | $402.9 萬 | 3.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,358 | $342.3 萬 | 2.8% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 37,762 | $308.0 萬 | 2.5% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 46,386 | $134.8 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,494 | $131.4 萬 | 1.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 15,258 | $125.7 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 23,672 | $117.9 萬 | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 4,714 | $90.8 萬 | 0.7% | – | – | 歷史 |
| TGTTarget Corp | Stock | 6,303 | $89.8 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 22,287 | $84.0 萬 | 0.7% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 8,591 | $83.4 萬 | 0.7% | – | – | 歷史 |
| iShares Inc464286707 | MSCI FRANCE ETF | 20,895 | $81.9 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,291 | $81.7 萬 | 0.7% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 17,903 | $81.1 萬 | 0.7% | – | – | 歷史 |
| SOSouthern Co | Stock | 11,551 | $81.0 萬 | 0.7% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,228 | $80.8 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,605 | $75.0 萬 | 0.6% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 33,253 | $70.9 萬 | 0.6% | – | – | 歷史 |
| EXRExtra Space Storage Inc. | COM | 4,185 | $67.1 萬 | 0.5% | – | – | 歷史 |
| NVSNovartis AG | ADR | 6,570 | $66.3 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,522 | $64.3 萬 | 0.5% | – | – | 歷史 |
| iShares Inc464286293 | ASIA/PAC DIV ETF | 16,995 | $60.8 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,250 | $59.4 萬 | 0.5% | – | – | 歷史 |
| EIXEdison International | Stock | 8,295 | $59.3 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,850 | $58.5 萬 | 0.5% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 14,015 | $58.0 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,878 | $57.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 17,330 | $57.3 萬 | 0.5% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 21,501 | $56.1 萬 | 0.5% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $54.3 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,552 | $53.8 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,139 | $53.4 萬 | 0.4% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 900 | $52.3 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,344 | $52.0 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 650 | $50.9 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 8,255 | $49.9 萬 | 0.4% | – | – | – |
| ADSKAutodesk, Inc. | COM | 2,028 | $49.4 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,560 | $49.0 萬 | 0.4% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,440 | $47.8 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,227 | $46.6 萬 | 0.4% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,781 | $46.5 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,203 | $46.4 萬 | 0.4% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,702 | $46.2 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 10,132 | $44.4 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,488 | $44.1 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 10,670 | $43.4 萬 | 0.4% | – | – | – |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 33,820 | $42.8 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,912 | $42.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 16,220 | $42.1 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 5,329 | $42.1 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,494 | $41.9 萬 | 0.3% | – | – | 歷史 |
| TRGPTarga Resources Corp. | COM | 4,735 | $41.1 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,024 | $41.0 萬 | 0.3% | – | – | 歷史 |
| SABASaba Capital Income & Opportunities Fund II | COM | 107,820 | $40.9 萬 | 0.3% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,835 | $39.6 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 794 | $39.3 萬 | 0.3% | – | – | 歷史 |
| OLNOLIN Corp | Stock | 7,236 | $39.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 11,905 | $34.8 萬 | 0.3% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 5,124 | $34.5 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 8,025 | $33.1 萬 | 0.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,505 | $29.4 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 3,233 | $29.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288489 | INTL DEV RE ETF | 12,705 | $27.6 萬 | 0.2% | – | – | – |
| STTState Street Corp | COM | 3,165 | $24.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 7,107 | $22.2 萬 | 0.2% | – | – | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 14,945 | $22.1 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 886 | $22.0 萬 | 0.2% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 10,300 | $16.4 萬 | 0.1% | – | – | 歷史 |
| PLTMGraniteShares Platinum Trust | SHS BEN INT | 11,000 | $10.6 萬 | 0.1% | – | – | 歷史 |
| NGLNGL Energy Partners LP | COM UNIT REPST | 10,000 | $5.57 萬 | <0.1% | – | – | 歷史 |
| CIMChimera Investment Corp | COM NEW | 10,000 | $4.99 萬 | <0.1% | – | – | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 14,450 | $4.97 萬 | <0.1% | – | – | 歷史 |
| DAREDare Bioscience, Inc. | COM | 37,250 | $1.15 萬 | <0.1% | – | – | 歷史 |
| GNPXGenprex, Inc. | COM | 30,000 | $6,900 | <0.1% | – | – | 歷史 |