HMV Wealth Advisors, LLC
- SEC CIK
- 0002054904
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位。
- 持股檔數
- 78
- 2024 年第 3 季沒有申報
- 總值
- $9,993 萬
- 2024 年第 3 季沒有申報
HMV Wealth Advisors, 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 | 162,038 | $560.5 萬 | 5.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 99,377 | $553.1 萬 | 5.5% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 55,285 | $533.7 萬 | 5.3% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 207,049 | $448.3 萬 | 4.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 124,445 | $441.5 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 15,551 | $389.4 萬 | 3.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 24,510 | $329.1 萬 | 3.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 55,626 | $322.6 萬 | 3.2% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 76,316 | $312.3 萬 | 3.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,728 | $301.2 萬 | 3.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 70,342 | $284.8 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,526 | $276.1 萬 | 2.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,950 | $256.6 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 78,655 | $206.0 萬 | 2.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 26,640 | $205.8 萬 | 2.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 18,551 | $196.5 萬 | 2.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 78,663 | $195.6 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,599 | $193.8 萬 | 1.9% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 68,126 | $189.9 萬 | 1.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,168 | $185.5 萬 | 1.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,385 | $153.1 萬 | 1.5% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,020 | $136.8 萬 | 1.4% | – | – | – |
| VVisa Inc. | Stock | 4,288 | $135.5 萬 | 1.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 43,020 | $132.4 萬 | 1.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,355 | $130.5 萬 | 1.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,471 | $130.1 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,866 | $130.0 萬 | 1.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 47,830 | $127.1 萬 | 1.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,604 | $123.8 萬 | 1.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,857 | $93.9 萬 | 0.9% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 4,228 | $86.9 萬 | 0.9% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 9,325 | $86.0 萬 | 0.9% | – | – | 歷史 |
| SYKStryker Corp | Stock | 2,335 | $84.1 萬 | 0.8% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,967 | $83.2 萬 | 0.8% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,323 | $81.7 萬 | 0.8% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 11,282 | $81.5 萬 | 0.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 22,700 | $76.7 萬 | 0.8% | – | – | – |
| ROPRoper Technologies Inc | Stock | 1,434 | $74.5 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 11,425 | $73.7 萬 | 0.7% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,507 | $68.1 萬 | 0.7% | – | – | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 26,100 | $65.9 萬 | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,762 | $64.0 萬 | 0.6% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,491 | $62.8 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,372 | $60.8 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,216 | $60.3 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,322 | $59.9 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 22,712 | $59.2 萬 | 0.6% | – | – | – |
| TAT&T Inc. | Stock | 25,725 | $58.6 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,551 | $58.2 萬 | 0.6% | – | – | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,655 | $55.7 萬 | 0.6% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,084 | $52.7 萬 | 0.5% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,216 | $49.0 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 7,854 | $47.2 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,056 | $44.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,700 | $42.1 萬 | 0.4% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,311 | $40.2 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 6,209 | $39.3 萬 | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,847 | $39.2 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,115 | $35.6 萬 | 0.4% | – | – | – |
| NFLXNetflix Inc | Stock | 388 | $34.6 萬 | 0.3% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,735 | $34.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,650 | $33.8 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 3,914 | $31.7 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,505 | $31.7 萬 | 0.3% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,655 | $31.5 萬 | 0.3% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,543 | $31.3 萬 | 0.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 648 | $30.4 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,446 | $29.9 萬 | 0.3% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 5,500 | $29.4 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 4,674 | $29.1 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 698 | $28.2 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,427 | $25.8 萬 | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,813 | $25.0 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,031 | $24.0 萬 | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 2,928 | $22.1 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 4,947 | $21.7 萬 | 0.2% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 3,866 | $20.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 10,095 | $11.6 萬 | 0.1% | – | – | – |