Mueller Wealth, LLC
- SEC CIK
- 0002110608
- 最新申報
- 2026/8/3
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位。
- 持股檔數
- 15
- 2025 年第 3 季沒有申報
- 總值
- $1.21 億
- 2025 年第 3 季沒有申報
Mueller Wealth, 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 455,796 | $3,656 萬 | 30.3% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 761,684 | $1,961 萬 | 16.2% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 189,611 | $1,564 萬 | 12.9% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 267,748 | $1,347 萬 | 11.2% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 436,796 | $1,165 萬 | 9.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,478 | $816.4 萬 | 6.8% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,536 | $755.7 萬 | 6.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 49,176 | $405.6 萬 | 3.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,001 | $167.9 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,709 | $90.8 萬 | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,125 | $76.7 萬 | 0.6% | – | – | 歷史 |
| BFCBank First Corp | COM | 2,311 | $28.2 萬 | 0.2% | – | – | 歷史 |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 19,187 | $15.6 萬 | 0.1% | – | – | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 15,408 | $15.4 萬 | 0.1% | – | – | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 14,196 | $15.4 萬 | 0.1% | – | – | 歷史 |