LCW Services, LLC
- SEC CIK
- 0002110690
- 最新申報
- 2026/7/30
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
- 39
- 2025 年第 3 季沒有申報
- 總值
- $1.88 億
- 2025 年第 3 季沒有申報
LCW Services, 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 Core S&P 500 ETF464287200 | ETF | 57,124 | $3,913 萬 | 20.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,205,738 | $2,899 萬 | 15.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 294,243 | $1,942 萬 | 10.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 228,998 | $1,231 萬 | 6.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 154,947 | $1,148 萬 | 6.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 88,798 | $1,067 萬 | 5.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,397 | $845.4 萬 | 4.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,963 | $803.8 萬 | 4.3% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 40,939 | $559.8 萬 | 3.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 88,593 | $553.4 萬 | 2.9% | – | – | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 80,303 | $514.7 萬 | 2.7% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 53,564 | $466.9 萬 | 2.5% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 161,019 | $444.7 萬 | 2.4% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 296,667 | $393.1 萬 | 2.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 68,018 | $316.6 萬 | 1.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,599 | $157.4 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 33,358 | $157.3 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,385 | $156.3 萬 | 0.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,765 | $149.7 萬 | 0.8% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,634 | $135.7 萬 | 0.7% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 34,802 | $131.4 萬 | 0.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,071 | $115.7 萬 | 0.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,451 | $90.5 萬 | 0.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,799 | $76.3 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,512 | $61.8 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,731 | $58.7 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 19,150 | $50.7 萬 | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,280 | $42.7 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,748 | $40.3 萬 | 0.2% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 8,035 | $37.0 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,618 | $30.2 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,047 | $28.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 843 | $28.3 萬 | 0.2% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 13,131 | $27.4 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 9,265 | $24.9 萬 | 0.1% | – | – | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 2,182 | $22.6 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,162 | $22.2 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,913 | $20.4 萬 | 0.1% | – | – | – |
| TMCITreace Medical Concepts, Inc. | COM | 54,850 | $13.4 萬 | 0.1% | – | – | 歷史 |