Lighthouse Wealth Management Inc.
- SEC CIK
- 0002042810
- 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
- 36
- 2024 年第 3 季沒有申報
- 總值
- $1.09 億
- 2024 年第 3 季沒有申報
Lighthouse Wealth Management Inc. 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 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 516,402 | $1,411 萬 | 12.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 26,848 | $1,373 萬 | 12.6% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 335,224 | $1,165 萬 | 10.7% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 192,491 | $1,087 萬 | 10.0% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 337,288 | $954.9 萬 | 8.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 170,533 | $847.0 萬 | 7.8% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 77,269 | $760.9 萬 | 7.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 155,295 | $404.9 萬 | 3.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 153,794 | $397.7 萬 | 3.6% | – | – | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 95,743 | $323.0 萬 | 3.0% | – | – | – |
| iShares Tr46435G839 | MSCI EAFE SMCP | 87,567 | $280.3 萬 | 2.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 9,977 | $177.3 萬 | 1.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 13,630 | $154.2 萬 | 1.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,129 | $153.5 萬 | 1.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 9,905 | $133.0 萬 | 1.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 17,420 | $130.2 萬 | 1.2% | – | – | – |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 26,472 | $111.5 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 23,313 | $101.7 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,255 | $95.1 萬 | 0.9% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,024 | $92.9 萬 | 0.9% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 25,726 | $92.2 萬 | 0.8% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,941 | $83.3 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 15,299 | $63.2 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,793 | $61.3 萬 | 0.6% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,560 | $58.2 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 12,530 | $53.8 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 15,642 | $47.7 萬 | 0.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,495 | $47.1 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,316 | $44.2 萬 | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 442 | $39.4 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 783 | $35.5 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 14,202 | $32.9 萬 | 0.3% | – | – | – |
| ETNEaton Corp plc | Stock | 896 | $29.7 萬 | 0.3% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 5,020 | $29.7 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 662 | $25.8 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,464 | $22.3 萬 | 0.2% | – | – | 歷史 |