Wise Wealth Partners
- SEC CIK
- 0002056711
- 最新申報
- 2026/7/28
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位。
- 持股檔數
- 46
- 2024 年第 3 季沒有申報
- 總值
- $4,054 萬
- 2024 年第 3 季沒有申報
Wise Wealth Partners 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 |
|---|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 295,628 | $679.4 萬 | 16.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 88,047 | $607.0 萬 | 15.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 16,196 | $288.4 萬 | 7.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 11,457 | $277.4 萬 | 6.8% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 46,751 | $233.5 萬 | 5.8% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 86,192 | $191.3 萬 | 4.7% | – | – | – |
| Ssga Active Tr78470P705 | ST STR NUVEE ETF | 48,524 | $133.5 萬 | 3.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 24,876 | $113.5 萬 | 2.8% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 10,978 | $108.1 萬 | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,475 | $71.7 萬 | 1.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,649 | $61.4 萬 | 1.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,335 | $58.2 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 21,347 | $57.9 萬 | 1.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,924 | $57.0 萬 | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,082 | $55.3 萬 | 1.4% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9,960 | $55.1 萬 | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,765 | $54.6 萬 | 1.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,589 | $54.2 萬 | 1.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,288 | $51.7 萬 | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,574 | $45.3 萬 | 1.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,011 | $42.7 萬 | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 915 | $41.5 萬 | 1.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,595 | $40.0 萬 | 1.0% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,497 | $36.4 萬 | 0.9% | – | – | – |
| MSTRStrategy Inc | Stock | 1,242 | $36.0 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 602 | $35.2 萬 | 0.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,458 | $34.9 萬 | 0.9% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 449 | $34.7 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,845 | $34.2 萬 | 0.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,511 | $31.0 萬 | 0.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,910 | $30.7 萬 | 0.8% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,342 | $30.6 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,379 | $30.5 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,357 | $29.8 萬 | 0.7% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 863 | $29.5 萬 | 0.7% | – | – | 歷史 |
| MMM3M Co | Stock | 2,269 | $29.3 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 735 | $28.6 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,491 | $28.1 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,464 | $27.9 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 660 | $27.8 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 865 | $27.3 萬 | 0.7% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,107 | $24.8 萬 | 0.6% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,022 | $22.9 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,102 | $22.6 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,267 | $21.2 萬 | 0.5% | – | – | – |
| TYLTyler Technologies Inc | COM | 367 | $21.2 萬 | 0.5% | – | – | 歷史 |