Berman McAleer LLC
- SEC CIK
- 0002094332
- 最新申報
- 2026/7/16
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/4 申報。只含多頭部位。
- 持股檔數
- 164
- 2025 年第 2 季沒有申報
- 總值
- $7.15 億
- 2025 年第 2 季沒有申報
Berman McAleer LLC 沒有申報 2025 年第 2 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 |
|---|---|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 12,197 | $83.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,189 | $85.3 萬 | 0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 1,430 | $87.1 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 18,900 | $87.5 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,778 | $89.9 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 3,218 | $90.5 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 3,071 | $92.5 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,563 | $100.8 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,385 | $103.6 萬 | 0.1% | – | – | 歷史 |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 25,875 | $117.9 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 11,732 | $120.9 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,700 | $124.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 9,247 | $125.4 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,119 | $134.2 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,802 | $135.5 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 16,642 | $138.8 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 6,100 | $148.3 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 23,147 | $154.7 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 14,137 | $157.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 8,082 | $166.9 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,024 | $168.9 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 22,266 | $175.7 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,371 | $179.5 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 19,403 | $181.2 萬 | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 12,812 | $186.6 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 6,104 | $192.5 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,743 | $196.1 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 10,719 | $200.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,926 | $216.6 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 33,973 | $223.9 萬 | 0.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,990 | $238.5 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,303 | $266.6 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,581 | $266.7 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 28,822 | $274.2 萬 | 0.4% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 6,254 | $286.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,472 | $366.2 萬 | 0.5% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 49,771 | $477.3 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 25,418 | $558.1 萬 | 0.8% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 58,619 | $585.1 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 33,450 | $620.2 萬 | 0.9% | – | – | 歷史 |
| AONAon plc | CL A | 18,129 | $646.4 萬 | 0.9% | – | – | 歷史 |
| AHRTAH Realty Trust, Inc. | COM | 1,023,400 | $731.7 萬 | 1.0% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,623 | $731.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,593 | $755.8 萬 | 1.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,240 | $874.5 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 34,707 | $883.7 萬 | 1.2% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 91,146 | $1,007 萬 | 1.4% | – | – | – |
| Fidelity Covington Trust316092378 | FIDELITY US MLTF | 276,840 | $1,064 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 44,324 | $1,131 萬 | 1.6% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 64,785 | $1,229 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,637 | $1,379 萬 | 1.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 42,281 | $1,391 萬 | 1.9% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 70,035 | $1,426 萬 | 2.0% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 198,951 | $1,461 萬 | 2.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 173,943 | $1,519 萬 | 2.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 985,332 | $2,591 萬 | 3.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 353,345 | $2,596 萬 | 3.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 201,450 | $3,776 萬 | 5.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 439,168 | $4,117 萬 | 5.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 401,376 | $4,770 萬 | 6.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 294,507 | $5,167 萬 | 7.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,728,244 | $6,282 萬 | 8.8% | – | – | – |
| Starboard Invt Tr85521B742 | ADAPTIVE ALPHA | 2,174,902 | $6,676 萬 | 9.3% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,556,108 | $7,035 萬 | 9.8% | – | – | – |