Mosley Wealth Management
- SEC CIK
- 0002011849
- 最新申報
- 2026/7/23
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 92
- 2023 年第 3 季沒有申報
- 總值
- $1.01 億
- 2023 年第 3 季沒有申報
Mosley Wealth Management 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 27,256 | $1,302 萬 | 12.8% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 350,035 | $895.0 萬 | 8.8% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 151,666 | $698.7 萬 | 6.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 101,323 | $508.9 萬 | 5.0% | – | – | – |
| Ssga Active Tr78470P408 | STATE STREET US | 89,957 | $411.6 萬 | 4.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 66,567 | $346.8 萬 | 3.4% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 29,319 | $284.0 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 14,488 | $278.9 萬 | 2.8% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 34,534 | $259.4 萬 | 2.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 26,912 | $253.2 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,898 | $234.8 萬 | 2.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,686 | $230.8 萬 | 2.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 40,954 | $207.1 萬 | 2.0% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 14,107 | $173.2 萬 | 1.7% | – | – | – |
| iShares Tr46434V860 | TRS FLT RT BD | 29,039 | $146.6 萬 | 1.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,982 | $138.8 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,522 | $132.4 萬 | 1.3% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 21,878 | $128.5 萬 | 1.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 29,904 | $116.7 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,578 | $114.5 萬 | 1.1% | – | – | – |
| BABoeing Co | Stock | 4,328 | $112.8 萬 | 1.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 43,733 | $100.8 萬 | 1.0% | – | – | – |
| Two RDS Shared Tr90213U115 | ANFIELD CAP DI | 99,378 | $85.6 萬 | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,787 | $84.9 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,749 | $83.9 萬 | 0.8% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 3,720 | $83.1 萬 | 0.8% | – | – | – |
| CCitigroup Inc | Stock | 15,760 | $81.1 萬 | 0.8% | – | – | 歷史 |
| Two RDS Shared Tr90214Q733 | ANFIELD US EQU | 56,567 | $78.1 萬 | 0.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,534 | $76.0 萬 | 0.7% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,561 | $72.6 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,248 | $72.3 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,957 | $69.6 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,217 | $62.9 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,051 | $61.3 萬 | 0.6% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,647 | $60.7 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,906 | $60.5 萬 | 0.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,504 | $57.8 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,970 | $55.5 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,523 | $55.3 萬 | 0.5% | – | – | – |
| Two RDS Shared Tr90214Q725 | ANFIELD DYNAMIC | 62,451 | $53.8 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,665 | $53.7 萬 | 0.5% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,148 | $52.9 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,672 | $48.1 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 907 | $47.8 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,055 | $46.4 萬 | 0.5% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,976 | $46.4 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,226 | $45.7 萬 | 0.5% | – | – | – |
| NVONovo Nordisk A S | ADR | 4,389 | $45.4 萬 | 0.4% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 594 | $45.0 萬 | 0.4% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 12,259 | $44.2 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,475 | $43.3 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 6,136 | $43.0 萬 | 0.4% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 12,206 | $42.5 萬 | 0.4% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 14,500 | $42.5 萬 | 0.4% | – | – | 歷史 |
| SRESempra | Stock | 5,659 | $42.3 萬 | 0.4% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,734 | $41.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,774 | $40.9 萬 | 0.4% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,117 | $40.8 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,362 | $40.1 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 670 | $40.0 萬 | 0.4% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,035 | $38.6 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,244 | $37.7 萬 | 0.4% | – | – | – |
| ELVElevance Health, Inc. | Stock | 778 | $36.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,020 | $36.1 萬 | 0.4% | – | – | 歷史 |
| XYLXylem Inc. | COM | 3,127 | $35.8 萬 | 0.4% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,432 | $35.6 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,058 | $33.3 萬 | 0.3% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 4,084 | $33.1 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,279 | $32.2 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,108 | $31.9 萬 | 0.3% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,909 | $31.7 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 2,745 | $31.6 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,905 | $31.2 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,185 | $30.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 7,837 | $30.7 萬 | 0.3% | – | – | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,794 | $30.6 萬 | 0.3% | – | – | 歷史 |
| CCJCameco Corp | Stock | 6,906 | $29.8 萬 | 0.3% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 601 | $27.8 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 648 | $27.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,023 | $26.9 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 1,055 | $26.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 6,501 | $26.2 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 4,100 | $24.0 萬 | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 5,536 | $23.6 萬 | 0.2% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 1,614 | $23.3 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,172 | $22.4 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 2,216 | $22.4 萬 | 0.2% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 1,703 | $22.1 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 745 | $22.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 834 | $21.9 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,427 | $21.9 萬 | 0.2% | – | – | 歷史 |
| Two RDS Shared Tr90214Q642 | REGENTS PK HDGD | 14,180 | $12.6 萬 | 0.1% | – | – | – |