Anchor Pointe Wealth Management, LLC
- SEC CIK
- 0002033218
2024 年第 4 季 持倉
持倉截至 2024/12/31，申報日 2025/3/11。SEC
- 持股檔數
- 88
- 2024 年第 3 季 沒有申報
- 總值
- $7,689.79 萬
- 2024 年第 3 季 沒有申報
持股
只含多頭部位。變化是跟 2024 年第 3 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 20,006 | $693.63 萬 | 9.02% | +20,006 | 新進 | – |
| VANGUARD WORLD FD921910840 | MEGA CAP VAL ETF | 38,502 | $479.43 萬 | 6.23% | +38,502 | 新進 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 20,651 | $345.06 萬 | 4.49% | +20,651 | 新進 | 查看 |
| AAPLAPPLE INC COM | Stock | 12,961 | $326.88 萬 | 4.25% | +12,961 | 新進 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 5,159 | $304.86 萬 | 3.96% | +5,159 | 新進 | – |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833 | ETF | 23,737 | $239.01 萬 | 3.11% | +23,737 | 新進 | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 23,334 | $238.99 萬 | 3.11% | +23,334 | 新進 | – |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 11,315 | $202.06 萬 | 2.63% | +11,315 | 新進 | – |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 88,527 | $198.97 萬 | 2.59% | +88,527 | 新進 | – |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 10,029 | $198.18 萬 | 2.58% | +10,029 | 新進 | – |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 38,446 | $197.96 萬 | 2.57% | +38,446 | 新進 | – |
| ISHARES TR464287432 | 20 YR TR BD ETF | 21,388 | $187.79 萬 | 2.44% | +21,388 | 新進 | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 11,175 | $180.34 萬 | 2.35% | +11,175 | 新進 | – |
| VANGUARD MORNINGSTAR MID-CAP GROWTH ETF922908538 | ETF | 6,730 | $171.65 萬 | 2.23% | +6,730 | 新進 | – |
| NVDANVIDIA CORPORATION COM | Stock | 11,271 | $154.96 萬 | 2.02% | +11,271 | 新進 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 3,592 | $152.59 萬 | 1.98% | +3,592 | 新進 | 查看 |
| ISHARES TR464288877 | EAFE VALUE ETF | 26,218 | $137.36 萬 | 1.79% | +26,218 | 新進 | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 14,052 | $136.33 萬 | 1.77% | +14,052 | 新進 | – |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771 | ETF | 28,155 | $127.73 萬 | 1.66% | +28,155 | 新進 | – |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620 | ETF | 24,079 | $121.26 萬 | 1.58% | +24,079 | 新進 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508 | ETF | 23,093 | $118.01 萬 | 1.53% | +23,093 | 新進 | – |
| AMZNAMAZON COM INC COM | Stock | 5,268 | $116.58 萬 | 1.52% | +5,268 | 新進 | 查看 |
| ISHARES TR464288661 | 3 7 YR TREAS BD | 9,270 | $107.11 萬 | 1.39% | +9,270 | 新進 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 5,310 | $101.55 萬 | 1.32% | +5,310 | 新進 | 查看 |
| ISHARES TR464288638 | ISHS 5-10YR INVT | 19,570 | $101 萬 | 1.31% | +19,570 | 新進 | – |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 4,620 | $96.05 萬 | 1.25% | +4,620 | 新進 | – |
| ISHARES TR46434V407 | 0-5YR HI YL CP | 21,555 | $91.87 萬 | 1.19% | +21,555 | 新進 | – |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595 | ETF | 3,094 | $86.77 萬 | 1.13% | +3,094 | 新進 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,845 | $82.74 萬 | 1.08% | +2,845 | 新進 | – |
| FRANKLIN TEMPLETON ETF TR35473P553 | US CORE BOND ETF | 38,028 | $80.2 萬 | 1.04% | +38,028 | 新進 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,417 | $76.66 萬 | 1.00% | +1,417 | 新進 | – |
| ISHARES TR464287721 | U.S. TECH ETF | 4,647 | $74.82 萬 | 0.97% | +4,647 | 新進 | – |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 7,001 | $69.9 萬 | 0.91% | +7,001 | 新進 | – |
| ISHARES INC46434G764 | MSCI EMRG CHN | 12,586 | $69.88 萬 | 0.91% | +12,586 | 新進 | – |
| SPDR SERIES TRUST78468R606 | ST PORT HIGH ETF | 27,897 | $65.47 萬 | 0.85% | +27,897 | 新進 | – |
| METAMETA PLATFORMS INC CL A | Stock | 1,029 | $60.84 萬 | 0.79% | +1,029 | 新進 | 查看 |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 6,256 | $59.75 萬 | 0.78% | +6,256 | 新進 | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 10,391 | $54.05 萬 | 0.70% | +10,391 | 新進 | – |
| WMTWALMART INC COM | Stock | 5,911 | $53.54 萬 | 0.70% | +5,911 | 新進 | 查看 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375 | ETF | 15,899 | $52.13 萬 | 0.68% | +15,899 | 新進 | – |
| AVGOBROADCOM INC COM | Stock | 2,095 | $49.35 萬 | 0.64% | +2,095 | 新進 | 查看 |
| TAT&T INC COM | Stock | 20,672 | $46.74 萬 | 0.61% | +20,672 | 新進 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 11,540 | $45.7 萬 | 0.59% | +11,540 | 新進 | 查看 |
| TSLATESLA INC COM | Stock | 953 | $39.78 萬 | 0.52% | +953 | 新進 | 查看 |
| ISHARES TR46429B655 | FLTG RATE NT ETF | 7,585 | $38.58 萬 | 0.50% | +7,585 | 新進 | – |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 3,927 | $34.83 萬 | 0.45% | +3,927 | 新進 | – |
| CVXCHEVRON CORPORATION COM | Stock | 2,335 | $33.41 萬 | 0.43% | +2,335 | 新進 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 1,382 | $33.07 萬 | 0.43% | +1,382 | 新進 | 查看 |
| SPDR SERIES TRUST78464A664 | ST LON TREAS ETF | 12,121 | $31.85 萬 | 0.41% | +12,121 | 新進 | – |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242 | ETF | 2,945 | $31.53 萬 | 0.41% | +2,945 | 新進 | – |
| USBUS BANCORP | COM NEW | 6,309 | $30.44 萬 | 0.40% | +6,309 | 新進 | 查看 |
| AMGNAMGEN INC COM | Stock | 1,163 | $30.16 萬 | 0.39% | +1,163 | 新進 | 查看 |
| ISHARES TR464287457 | 1 3 YR TREAS BD | 3,474 | $28.46 萬 | 0.37% | +3,474 | 新進 | – |
| J P MORGAN EXCHANGE TRADED F46641Q332 | EQUITY PREMIUM | 4,880 | $28.28 萬 | 0.37% | +4,880 | 新進 | – |
| PFEPFIZER INC COM | Stock | 10,626 | $28.07 萬 | 0.37% | +10,626 | 新進 | 查看 |
| FRANKLIN TEMPLETON ETF TR35473P595 | SENIOR LOAN ETF | 11,423 | $27.71 萬 | 0.36% | +11,423 | 新進 | – |
| VSTVISTRA CORP COM | Stock | 1,937 | $27.14 萬 | 0.35% | +1,937 | 新進 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 5,509 | $27.12 萬 | 0.35% | +5,509 | 新進 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 5,022 | $26.27 萬 | 0.34% | +5,022 | 新進 | – |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 2,338 | $25.18 萬 | 0.33% | +2,338 | 新進 | 查看 |
| GILDGILEAD SCIENCES INC COM | Stock | 2,667 | $24.54 萬 | 0.32% | +2,667 | 新進 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 2,025 | $24.3 萬 | 0.32% | +2,025 | 新進 | 查看 |
| ETRENTERGY CORP NEW | COM | 3,186 | $24.13 萬 | 0.31% | +3,186 | 新進 | 查看 |
| MRSHMARSH & MCLENNAN COS INC COM | Stock | 1,106 | $23.45 萬 | 0.30% | +1,106 | 新進 | 查看 |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 4,166 | $23.35 萬 | 0.30% | +4,166 | 新進 | 查看 |
| ENBENBRIDGE INC COM | Stock | 5,535 | $23.31 萬 | 0.30% | +5,535 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 515 | $23.29 萬 | 0.30% | +515 | 新進 | 查看 |
| ISHARES TR46435U713 | US INFRASTRUC | 5,030 | $23.23 萬 | 0.30% | +5,030 | 新進 | – |
| NFLXNETFLIX INC. COM | Stock | 256 | $23.05 萬 | 0.30% | +256 | 新進 | 查看 |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 2,485 | $22.88 萬 | 0.30% | +2,485 | 新進 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,490 | $22.61 萬 | 0.29% | +1,490 | 新進 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 440 | $22.34 萬 | 0.29% | +440 | 新進 | 查看 |
| WMBWILLIAMS COS INC | COM | 4,103 | $22.22 萬 | 0.29% | +4,103 | 新進 | 查看 |
| XELXCEL ENERGY INC COM | Stock | 3,276 | $22.14 萬 | 0.29% | +3,276 | 新進 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 239 | $22.04 萬 | 0.29% | +239 | 新進 | 查看 |
| ISHARES TR464288414 | NATIONAL MUN ETF | 2,060 | $21.96 萬 | 0.29% | +2,060 | 新進 | – |
| ISHARES TR464288281 | JPMORGAN USD EMG | 2,423 | $21.62 萬 | 0.28% | +2,423 | 新進 | – |
| TFCTRUIST FINL CORP | COM | 4,960 | $21.51 萬 | 0.28% | +4,960 | 新進 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 883 | $21.2 萬 | 0.28% | +883 | 新進 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 1,830 | $21.04 萬 | 0.27% | +1,830 | 新進 | – |
| ABBVABBVIE INC COM | Stock | 1,191 | $20.99 萬 | 0.27% | +1,191 | 新進 | 查看 |
| LYBLYONDELLBASELL INDUSTRIES NV | SHS - A - | 2,851 | $20.86 萬 | 0.27% | +2,851 | 新進 | 查看 |
| XOMEXXON MOBIL CORP | COM | 1,971 | $20.85 萬 | 0.27% | +1,971 | 新進 | 查看 |
| MOALTRIA GROUP INC COM | Stock | 3,954 | $20.59 萬 | 0.27% | +3,954 | 新進 | 查看 |
| ISHARES TR46436E338 | 20+ YEAR TR BD | 8,539 | $20.16 萬 | 0.26% | +8,539 | 新進 | – |
| TTETOTAL SE | SPONSORED ADS | 3,680 | $20.05 萬 | 0.26% | +3,680 | 新進 | 查看 |
| TTTRANE TECHNOLOGIES PLC | SHS | 540 | $20.03 萬 | 0.26% | +540 | 新進 | 查看 |
| SBSCOMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 10,045 | $14.43 萬 | 0.19% | +10,045 | 新進 | 查看 |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2024 年第 4 季 | 2025/3/11 | 88 | $7,689.79 萬 | – | SEC |