Prism Planning Partners LLC
- SEC CIK
- 0002110534
- 最新申報
- 2026/7/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位。
- 持股檔數
- 45
- 2025 年第 3 季沒有申報
- 總值
- $8,913 萬
- 2025 年第 3 季沒有申報
Prism Planning Partners LLC 沒有申報 2025 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 Tr464287150 | CORE S&P TTL STK | 162,034 | $2,409 萬 | 27.0% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 121,702 | $1,004 萬 | 11.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 144,443 | $865.6 萬 | 9.7% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 52,339 | $491.8 萬 | 5.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 142,474 | $471.3 萬 | 5.3% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 191,982 | $447.3 萬 | 5.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 92,463 | $443.4 萬 | 5.0% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 68,754 | $340.1 萬 | 3.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 49,549 | $247.3 萬 | 2.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,691 | $236.7 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 7,884 | $214.3 萬 | 2.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,488 | $168.7 萬 | 1.9% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 12,340 | $126.5 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,225 | $120.6 萬 | 1.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 13,996 | $103.8 萬 | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,212 | $100.5 萬 | 1.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,287 | $85.0 萬 | 1.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,868 | $78.6 萬 | 0.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,113 | $63.0 萬 | 0.7% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,687 | $61.4 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,738 | $54.5 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,659 | $53.5 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,063 | $53.4 萬 | 0.6% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 7,294 | $50.8 萬 | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,280 | $44.3 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 16,822 | $41.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 9,006 | $40.9 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 3,556 | $39.6 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 319 | $34.3 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 688 | $32.6 萬 | 0.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $31.3 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 688 | $30.9 萬 | 0.3% | – | – | 歷史 |
| APPAppLovin Corp | COM CL A | 456 | $30.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,506 | $30.3 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,482 | $29.9 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,386 | $27.1 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,189 | $25.2 萬 | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 810 | $24.9 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,272 | $24.8 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 715 | $24.6 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,278 | $24.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,732 | $22.2 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,379 | $21.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,326 | $20.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 351 | $20.0 萬 | 0.2% | – | – | 歷史 |