BCO Wealth Management LLC
- SEC CIK
- 0002054749
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位。
- 持股檔數
- 34
- 2024 年第 3 季沒有申報
- 總值
- $1.20 億
- 2024 年第 3 季沒有申報
BCO Wealth Management 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 | 717,246 | $2,481 萬 | 20.6% | – | – | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 307,807 | $1,975 萬 | 16.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 387,129 | $1,598 萬 | 13.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 254,641 | $1,194 萬 | 9.9% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 398,409 | $1,030 萬 | 8.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 92,284 | $983.3 萬 | 8.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 198,514 | $519.9 萬 | 4.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 68,237 | $490.7 萬 | 4.1% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 58,899 | $281.4 萬 | 2.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 80,166 | $199.3 萬 | 1.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,188 | $191.8 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 29,915 | $190.7 萬 | 1.6% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,032 | $91.3 萬 | 0.8% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,176 | $74.7 萬 | 0.6% | – | – | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 28,101 | $72.2 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 935 | $55.0 萬 | 0.5% | – | – | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 13,799 | $52.7 萬 | 0.4% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,154 | $51.9 萬 | 0.4% | – | – | – |
| EXRExtra Space Storage Inc. | COM | 3,424 | $51.2 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,019 | $46.2 萬 | 0.4% | – | – | 歷史 |
| IRMIron Mountain Inc | COM | 4,275 | $44.9 萬 | 0.4% | – | – | 歷史 |
| UMHUmh Properties, Inc. | COM | 19,954 | $37.7 萬 | 0.3% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,785 | $36.6 萬 | 0.3% | – | – | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 26,519 | $35.1 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 6,234 | $34.7 萬 | 0.3% | – | – | – |
| COPConocoPhillips | Stock | 3,188 | $31.6 萬 | 0.3% | – | – | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 9,650 | $30.2 萬 | 0.3% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,115 | $28.9 萬 | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 850 | $21.3 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 585 | $21.2 萬 | 0.2% | – | – | 歷史 |
| APLEApple Hospitality REIT, Inc. | REIT | 13,710 | $21.0 萬 | 0.2% | – | – | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 6,200 | $21.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 383 | $20.6 萬 | 0.2% | – | – | – |
| MPTMedical Properties Trust Inc | COM | 26,100 | $10.3 萬 | 0.1% | – | – | 歷史 |