Wolfstich Capital, LLC
- SEC CIK
- 0002047009
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/6 申報。只含多頭部位。
- 持股檔數
- 23
- 2024 年第 3 季沒有申報
- 總值
- $1.13 億
- 2024 年第 3 季沒有申報
Wolfstich Capital, 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 | 805,473 | $2,786 萬 | 24.7% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 625,980 | $1,556 萬 | 13.8% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 280,676 | $1,316 萬 | 11.7% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 277,702 | $1,052 萬 | 9.3% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 324,373 | $777.2 萬 | 6.9% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 299,957 | $722.0 萬 | 6.4% | – | – | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 294,180 | $686.0 萬 | 6.1% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 186,617 | $464.7 萬 | 4.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 130,553 | $441.1 萬 | 3.9% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 91,783 | $371.6 萬 | 3.3% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 41,915 | $212.0 萬 | 1.9% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 81,313 | $188.0 萬 | 1.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 6,949 | $152.8 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,262 | $94.5 萬 | 0.8% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 22,815 | $94.2 萬 | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,528 | $88.7 萬 | 0.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,692 | $70.2 萬 | 0.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,192 | $62.5 萬 | 0.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,097 | $32.5 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 4,024 | $31.3 萬 | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,313 | $29.0 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 7,577 | $24.9 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V641 | US LARGE CAP VEC | 3,774 | $24.6 萬 | 0.2% | – | – | – |