Veridan Wealth LLC
- SEC CIK
- 0002052405
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/7/10 申報。只含多頭部位。
- 持股檔數
- 82
- 2024 年第 1 季沒有申報
- 總值
- $2.49 億
- 2024 年第 1 季沒有申報
Veridan Wealth LLC 沒有申報 2024 年第 1 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 |
|---|---|---|---|---|---|---|---|
| COOPMaverick Merger Sub 2, LLC | COM | 544,879 | $8,130 萬 | 32.6% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 137,065 | $1,098 萬 | 4.4% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 185,781 | $858.9 萬 | 3.4% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,706 | $732.3 萬 | 2.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 90,789 | $702.2 萬 | 2.8% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 35,825 | $548.6 萬 | 2.2% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 65,039 | $547.6 萬 | 2.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 17,943 | $546.1 萬 | 2.2% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 41,321 | $542.1 萬 | 2.2% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 172,081 | $507.1 萬 | 2.0% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 107,869 | $492.9 萬 | 2.0% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 142,422 | $473.7 萬 | 1.9% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 87,628 | $467.0 萬 | 1.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,208 | $466.1 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,446 | $460.2 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,460 | $414.7 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 16,858 | $399.5 萬 | 1.6% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 39,413 | $377.5 萬 | 1.5% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 83,897 | $362.6 萬 | 1.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 121,683 | $355.4 萬 | 1.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 39,696 | $354.2 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,913 | $343.9 萬 | 1.4% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 63,393 | $330.1 萬 | 1.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 149,359 | $330.1 萬 | 1.3% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 97,759 | $322.7 萬 | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,679 | $286.8 萬 | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,169 | $285.1 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,605 | $258.1 萬 | 1.0% | – | – | – |
| IAUiShares Gold Trust | ETF | 40,971 | $255.5 萬 | 1.0% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,448 | $236.1 萬 | 0.9% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 22,937 | $233.0 萬 | 0.9% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 50,059 | $232.0 萬 | 0.9% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 121,831 | $231.4 萬 | 0.9% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 18,867 | $224.7 萬 | 0.9% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 83,277 | $222.2 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,650 | $181.6 萬 | 0.7% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 53,347 | $160.8 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,734 | $153.8 萬 | 0.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,873 | $141.0 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,800 | $83.4 萬 | 0.3% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,459 | $71.7 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 724 | $71.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,529 | $66.3 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,341 | $65.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,496 | $60.8 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 784 | $57.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 10,596 | $50.5 萬 | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,521 | $46.1 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,557 | $45.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,334 | $45.0 萬 | 0.2% | – | – | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 7,831 | $43.3 萬 | 0.2% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,028 | $42.9 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,409 | $42.7 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,381 | $41.8 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,384 | $38.1 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,075 | $38.0 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,342 | $37.3 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,733 | $37.1 萬 | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 586 | $36.4 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,759 | $36.0 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,684 | $35.8 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 5,913 | $34.6 萬 | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 13,608 | $34.3 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,638 | $33.9 萬 | 0.1% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,117 | $33.8 萬 | 0.1% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 5,909 | $33.6 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,106 | $32.1 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,042 | $29.7 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,526 | $27.2 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,264 | $25.9 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 708 | $25.1 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,535 | $25.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 3,612 | $24.5 萬 | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 235 | $24.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,306 | $24.1 萬 | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,067 | $23.8 萬 | 0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,809 | $23.3 萬 | 0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 9,940 | $23.1 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 291 | $22.7 萬 | 0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 6,343 | $22.5 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 705 | $22.4 萬 | 0.1% | – | – | 歷史 |
| DBX ETF Tr233051218 | XTRACKERS MSCI | 6,648 | $22.4 萬 | 0.1% | – | – | – |