Brady Martz Wealth Solutions, LLC
- SEC CIK
- 0002049470
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/16 申報。只含多頭部位。
- 持股檔數
- 140
- 2024 年第 3 季沒有申報
- 總值
- $4.15 億
- 2024 年第 3 季沒有申報
Brady Martz 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 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 55,277 | $275.3 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 11,398 | $282.1 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 55,842 | $286.0 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 55,785 | $286.6 萬 | 0.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,422 | $288.9 萬 | 0.7% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 17,951 | $293.0 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 58,943 | $300.5 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 89,833 | $302.6 萬 | 0.7% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 49,025 | $313.8 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 64,821 | $332.9 萬 | 0.8% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 159,405 | $344.6 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 15,225 | $355.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,906 | $356.1 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 63,130 | $362.8 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 40,485 | $368.0 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 145,610 | $373.3 萬 | 0.9% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 60,307 | $385.5 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 88,288 | $412.8 萬 | 1.0% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 34,151 | $445.2 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 34,727 | $457.6 萬 | 1.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 24,105 | $470.5 萬 | 1.1% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 184,650 | $510.2 萬 | 1.2% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 200,431 | $511.9 萬 | 1.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 41,015 | $525.7 萬 | 1.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 125,602 | $540.2 萬 | 1.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 25,095 | $563.9 萬 | 1.4% | – | – | 歷史 |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 240,318 | $575.1 萬 | 1.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 111,406 | $582.2 萬 | 1.4% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 127,253 | $644.0 萬 | 1.6% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 86,550 | $683.5 萬 | 1.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 139,169 | $800.2 萬 | 1.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 425,198 | $955.8 萬 | 2.3% | – | – | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 348,190 | $1,004 萬 | 2.4% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 428,570 | $1,080 萬 | 2.6% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 112,199 | $1,092 萬 | 2.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 821,305 | $1,515 萬 | 3.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 164,278 | $2,103 萬 | 5.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,073,750 | $2,955 萬 | 7.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,165,977 | $3,208 萬 | 7.7% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 1,630,893 | $4,270 萬 | 10.3% | – | – | – |