JDH Wealth Management, LLC
- SEC CIK
- 0002022512
- 最新申報
- 2026/7/22
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位。
- 持股檔數
- 46
- 2024 年第 3 季沒有申報
- 總值
- $1.14 億
- 2024 年第 3 季沒有申報
JDH 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 547,067 | $1,892 萬 | 16.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 244,124 | $1,359 萬 | 11.9% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 308,458 | $1,094 萬 | 9.6% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 211,265 | $864.5 萬 | 7.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 111,699 | $712.1 萬 | 6.2% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 304,082 | $658.3 萬 | 5.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 90,349 | $588.0 萬 | 5.2% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 156,304 | $404.0 萬 | 3.5% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 97,155 | $393.4 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 119,638 | $317.9 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 123,233 | $314.7 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 106,390 | $278.6 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 10,478 | $262.4 萬 | 2.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 41,874 | $242.9 萬 | 2.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 23,042 | $222.4 萬 | 2.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 72,901 | $181.2 萬 | 1.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,926 | $173.6 萬 | 1.5% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 15,884 | $167.8 萬 | 1.5% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 47,346 | $128.4 萬 | 1.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,659 | $103.2 萬 | 0.9% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 8,041 | $92.1 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 37,158 | $91.2 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,805 | $61.5 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,449 | $61.1 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,449 | $58.5 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,310 | $57.1 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 10,692 | $50.1 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,880 | $46.4 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 14,537 | $42.4 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 6,397 | $42.3 萬 | 0.4% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,601 | $41.6 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,591 | $33.3 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,900 | $31.9 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,583 | $31.5 萬 | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 1,326 | $30.4 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 519 | $30.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,578 | $29.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,510 | $28.8 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 12,360 | $28.8 萬 | 0.3% | – | – | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 28,127 | $28.5 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,129 | $27.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,035 | $23.9 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,214 | $23.1 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,093 | $21.6 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 4,334 | $20.7 萬 | 0.2% | – | – | – |
| FFord Motor Co | Stock | 10,529 | $10.4 萬 | 0.1% | – | – | 歷史 |