Sar Wealth Management Group, LLC
- SEC CIK
- 0002010095
- 最新申報
- 2026/8/12
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/12 申報。只含多頭部位。
- 持股檔數
- 42
- 2023 年第 3 季沒有申報
- 總值
- $9,907 萬
- 2023 年第 3 季沒有申報
Sar Wealth Management Group, 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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 514,023 | $2,650 萬 | 26.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 98,147 | $1,227 萬 | 12.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 45,309 | $1,075 萬 | 10.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 69,580 | $732.2 萬 | 7.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 45,543 | $533.9 萬 | 5.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 77,666 | $486.7 萬 | 4.9% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 37,863 | $383.0 萬 | 3.9% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 82,853 | $381.5 萬 | 3.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 20,651 | $325.9 萬 | 3.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,529 | $298.7 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 9,389 | $180.8 萬 | 1.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,918 | $174.6 萬 | 1.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,029 | $110.3 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,860 | $107.6 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,894 | $100.3 萬 | 1.0% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 2,055 | $95.2 萬 | 1.0% | – | – | 歷史 |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 33,806 | $93.4 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 23,689 | $92.8 萬 | 0.9% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 28,162 | $82.3 萬 | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,080 | $80.6 萬 | 0.8% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,670 | $57.7 萬 | 0.6% | – | – | 歷史 |
| SOSouthern Co | Stock | 7,313 | $51.3 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 8,607 | $50.7 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,147 | $47.8 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,371 | $47.6 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 24,019 | $40.3 萬 | 0.4% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 13,634 | $38.5 萬 | 0.4% | – | – | – |
| DDominion Energy, Inc | Stock | 7,477 | $35.1 萬 | 0.4% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,494 | $31.8 萬 | 0.3% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 22,516 | $29.9 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 14,804 | $28.3 萬 | 0.3% | – | – | – |
| FMNFederated Hermes Premier Municipal Income Fund | COM | 25,276 | $27.8 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,966 | $27.5 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,710 | $26.8 萬 | 0.3% | – | – | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 34,740 | $26.7 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 5,262 | $23.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,346 | $23.0 萬 | 0.2% | – | – | – |
| GPNGlobal Payments Inc | Stock | 1,683 | $21.4 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,218 | $20.7 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,685 | $20.2 萬 | 0.2% | – | – | – |
| DNPDNP Select Income Fund Inc | COM | 20,167 | $17.1 萬 | 0.2% | – | – | 歷史 |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 11,280 | $3.06 萬 | <0.1% | – | – | 歷史 |