Mullaney, Keating & Wright, Inc.
- SEC CIK
- 0002135840
- 最新申報
- 2026/7/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2026/5/29 申報。只含多頭部位。
- 持股檔數
- 53
- 2024 年第 1 季沒有申報
- 總值
- $1.29 億
- 2024 年第 1 季沒有申報
Mullaney, Keating & Wright, Inc. 沒有申報 2024 年第 1 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 215,526 | $4,539 萬 | 35.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 53,879 | $1,603 萬 | 12.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 93,114 | $755.0 萬 | 5.9% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 39,397 | $687.4 萬 | 5.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 124,825 | $605.9 萬 | 4.7% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 48,372 | $584.0 萬 | 4.5% | – | – | – |
| SHWSherwin Williams Co | COM | 16,581 | $494.8 萬 | 3.8% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 28,924 | $440.5 萬 | 3.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 49,281 | $386.0 萬 | 3.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,143 | $204.2 萬 | 1.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 10,944 | $199.2 萬 | 1.5% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 39,011 | $166.1 萬 | 1.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 15,484 | $155.8 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,703 | $152.6 萬 | 1.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,631 | $144.0 萬 | 1.1% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 27,343 | $138.2 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,530 | $113.1 萬 | 0.9% | – | – | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 15,091 | $96.1 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,082 | $82.4 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,147 | $82.3 萬 | 0.6% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 4,000 | $62.7 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,747 | $60.1 萬 | 0.5% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,277 | $55.7 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,023 | $55.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,077 | $54.3 萬 | 0.4% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 10,055 | $52.2 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,110 | $50.8 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,904 | $47.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,527 | $47.1 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 15,812 | $45.5 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 12,625 | $45.4 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,000 | $44.1 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 505 | $42.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,861 | $42.8 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,608 | $40.7 萬 | 0.3% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,332 | $37.8 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 13,613 | $36.6 萬 | 0.3% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 3,487 | $36.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 704 | $35.2 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 856 | $34.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 4,515 | $34.6 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,980 | $34.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 7,715 | $30.3 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 900 | $30.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,876 | $27.1 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,667 | $25.9 萬 | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,114 | $25.4 萬 | 0.2% | – | – | – |
| CICigna Group | Stock | 727 | $24.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 2,300 | $23.2 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,408 | $23.2 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 7,859 | $22.7 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,729 | $20.5 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 790 | $20.1 萬 | 0.2% | – | – | 歷史 |