Retirement Wealth Solutions LLC
- SEC CIK
- 0002044741
- 最新申報
- 2026/7/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位。
- 持股檔數
- 439
- 2024 年第 3 季沒有申報
- 總值
- $1.18 億
- 2024 年第 3 季沒有申報
Retirement Wealth Solutions 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 | 44,868 | $2,395 萬 | 20.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 261,758 | $1,244 萬 | 10.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,953 | $1,222 萬 | 10.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 123,446 | $599.1 萬 | 5.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 67,042 | $516.1 萬 | 4.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 116,821 | $500.1 萬 | 4.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 20,189 | $381.5 萬 | 3.2% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 61,358 | $311.4 萬 | 2.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 30,199 | $305.3 萬 | 2.6% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 58,420 | $261.5 萬 | 2.2% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 53,129 | $237.9 萬 | 2.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 13,279 | $234.2 萬 | 2.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 44,092 | $228.7 萬 | 1.9% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 23,522 | $227.5 萬 | 1.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 30,190 | $223.2 萬 | 1.9% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 32,790 | $220.0 萬 | 1.9% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,249 | $213.9 萬 | 1.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 21,475 | $206.0 萬 | 1.7% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 27,693 | $153.3 萬 | 1.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,575 | $135.4 萬 | 1.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,723 | $123.6 萬 | 1.0% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 7,783 | $99.4 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,325 | $97.4 萬 | 0.8% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,856 | $91.4 萬 | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,630 | $90.5 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,439 | $70.1 萬 | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 7,735 | $70.0 萬 | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,288 | $59.0 萬 | 0.5% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 2,028 | $57.9 萬 | 0.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,372 | $49.1 萬 | 0.4% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 8,343 | $43.3 萬 | 0.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,847 | $39.9 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,618 | $38.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 860 | $35.0 萬 | 0.3% | – | – | – |
| EXASExact Sciences Corp | COM | 5,782 | $32.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,776 | $32.3 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,189 | $31.7 萬 | 0.3% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 3,994 | $30.8 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,241 | $30.5 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,319 | $28.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,933 | $28.6 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,617 | $27.1 萬 | 0.2% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 7,662 | $26.8 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,047 | $22.7 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 508 | $19.8 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 3,476 | $17.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 3,814 | $17.3 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 273 | $16.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 229 | $14.0 萬 | 0.1% | – | – | – |
| iShares Tr464287861 | EUROPE ETF | 2,642 | $13.8 萬 | 0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,323 | $13.7 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 474 | $13.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 3,304 | $13.0 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 149 | $11.9 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 219 | $11.0 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 1,086 | $10.6 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 236 | $10.4 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 656 | $10.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,988 | $9.88 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 1,636 | $9.61 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 1,037 | $9.21 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 552 | $8.76 萬 | 0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 120 | $8.05 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 321 | $7.65 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 313 | $7.51 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 512 | $7.27 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 505 | $7.21 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 212 | $6.73 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 650 | $6.45 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 62 | $6.35 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 676 | $6.29 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 120 | $6.24 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 363 | $6.22 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 337 | $6.19 萬 | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 2,680 | $5.97 萬 | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 93 | $5.81 萬 | <0.1% | – | – | 歷史 |
| CGCarlyle Group Inc. | COM | 1,135 | $5.71 萬 | <0.1% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 995 | $5.62 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 59 | $5.55 萬 | <0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 977 | $5.44 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 458 | $5.37 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 340 | $5.34 萬 | <0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 183 | $5.25 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 464 | $5.04 萬 | <0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 251 | $4.84 萬 | <0.1% | – | – | – |
| LRCXLam Research Corp | Stock | 625 | $4.67 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 1,234 | $4.67 萬 | <0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 74 | $4.66 萬 | <0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 430 | $4.58 萬 | <0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 332 | $4.56 萬 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 38 | $4.55 萬 | <0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 47 | $4.50 萬 | <0.1% | – | – | 歷史 |
| TRUTransUnion | COM | 510 | $4.42 萬 | <0.1% | – | – | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 339 | $4.36 萬 | <0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 166 | $4.27 萬 | <0.1% | – | – | – |
| BACBank of America Corp | Stock | 941 | $4.24 萬 | <0.1% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 81 | $4.14 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 251 | $3.91 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 613 | $3.74 萬 | <0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 327 | $3.74 萬 | <0.1% | – | – | 歷史 |