Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/7 申報。只含多頭部位。
- 持股檔數
- 117
- 2024 年第 3 季沒有申報
- 總值
- $1.40 億
- 2024 年第 3 季沒有申報
Meriwether Wealth & Planning, 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 |
|---|---|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 329 | $163.5 萬 | 1.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,750 | $169.0 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,705 | $169.0 萬 | 1.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 11,125 | $185.4 萬 | 1.3% | – | – | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 56,249 | $196.5 萬 | 1.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 11,291 | $215.0 萬 | 1.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,103 | $215.1 萬 | 1.5% | – | – | 歷史 |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 58,321 | $225.2 萬 | 1.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,979 | $225.7 萬 | 1.6% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 111,391 | $261.4 萬 | 1.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,216 | $281.8 萬 | 2.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,383 | $368.7 萬 | 2.6% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 91,272 | $594.0 萬 | 4.2% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 114,000 | $1,031 萬 | 7.3% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 312,070 | $1,400 萬 | 10.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 549,971 | $1,434 萬 | 10.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 578,486 | $1,612 萬 | 11.5% | – | – | – |