Next Level Wealth Planning, LLC
- SEC CIK
- 0002044208
- 最新申報
- 2026/7/30
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位。
- 持股檔數
- 43
- 2024 年第 3 季沒有申報
- 總值
- $1.27 億
- 2024 年第 3 季沒有申報
Next Level Wealth Planning, 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 76,639 | $4,129 萬 | 32.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 47,676 | $1,259 萬 | 9.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,422 | $1,200 萬 | 9.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 370,113 | $1,032 萬 | 8.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 325,038 | $949.1 萬 | 7.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 327,211 | $893.9 萬 | 7.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 75,103 | $865.3 萬 | 6.8% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 101,818 | $584.5 萬 | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 8,597 | $215.3 萬 | 1.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,285 | $134.5 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,302 | $124.9 萬 | 1.0% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 19,037 | $85.4 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,787 | $83.1 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,725 | $80.8 萬 | 0.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,737 | $66.9 萬 | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,892 | $62.4 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,327 | $55.9 萬 | 0.4% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 10,912 | $53.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,435 | $52.3 萬 | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,579 | $50.5 萬 | 0.4% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 6,550 | $49.5 萬 | 0.4% | – | – | 歷史 |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 12,652 | $44.7 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,082 | $43.7 萬 | 0.3% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,654 | $43.2 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 446 | $40.9 萬 | 0.3% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 4,796 | $40.4 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 860 | $39.0 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,201 | $38.0 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,920 | $37.9 萬 | 0.3% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,780 | $33.1 萬 | 0.3% | – | – | 歷史 |
| AFLAflac Inc | Stock | 3,070 | $31.8 萬 | 0.2% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 4,400 | $30.6 萬 | 0.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 15,287 | $29.9 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 7,216 | $29.8 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 563 | $28.8 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,002 | $24.0 萬 | 0.2% | – | – | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 4,445 | $22.8 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,181 | $22.5 萬 | 0.2% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 5,013 | $22.1 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 600 | $21.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,023 | $21.6 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 230 | $20.5 萬 | 0.2% | – | – | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 22,050 | $15.3 萬 | 0.1% | – | – | 歷史 |