Hobbs Wealth Management, LLC
- SEC CIK
- 0002019202
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位。
- 持股檔數
- 41
- 2024 年第 3 季沒有申報
- 總值
- $8,753 萬
- 2024 年第 3 季沒有申報
Hobbs Wealth Management, LLC 沒有申報 2024 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 ETF78464A854 | ETF | 282,540 | $1,948 萬 | 22.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 91,109 | $925.0 萬 | 10.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 44,792 | $797.7 萬 | 9.1% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 147,227 | $754.5 萬 | 8.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 62,929 | $609.3 萬 | 7.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 115,303 | $605.0 萬 | 6.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 21,934 | $418.7 萬 | 4.8% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 56,742 | $314.6 萬 | 3.6% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 19,347 | $308.6 萬 | 3.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 47,056 | $212.7 萬 | 2.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 22,249 | $211.4 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 5,707 | $142.9 萬 | 1.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,800 | $134.7 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,924 | $123.2 萬 | 1.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 9,099 | $122.2 萬 | 1.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,447 | $111.7 萬 | 1.3% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 44,047 | $100.0 萬 | 1.1% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 16,359 | $75.7 萬 | 0.9% | – | – | – |
| iShares Tr464288588 | MBS ETF | 7,988 | $73.2 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,175 | $69.7 萬 | 0.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,747 | $52.0 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,237 | $50.0 萬 | 0.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,082 | $48.3 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 812 | $47.5 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,728 | $42.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,351 | $38.0 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 832 | $37.7 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,807 | $34.4 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,422 | $34.1 萬 | 0.4% | – | – | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 6,002 | $31.2 萬 | 0.4% | – | – | – |
| CRMSalesforce, Inc. | Stock | 871 | $29.1 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 921 | $29.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 468 | $27.6 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 521 | $27.4 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 696 | $27.1 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 480 | $24.3 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,171 | $23.4 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 254 | $23.3 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,914 | $23.2 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,318 | $22.1 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,481 | $21.7 萬 | 0.2% | – | – | 歷史 |