Dechtman Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q4
Dechtman Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 5.17 亿美元。前几大持仓：IVV（21.91%）、VOO（18.35%）、SCHG（12.34%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $113.4M | 21.91% | 192,613 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $94.9M | 18.35% | 176,212 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $63.8M | 12.34% | 2.3M | 增持 |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $58.1M | 11.23% | 1.6M | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $35.6M | 6.87% | 134,602 | 增持 |
| 6 | MGV | VANGUARD WORLD FD | $27.1M | 5.24% | 217,034 | 增持 |
| 7 | PYLD | PIMCO ETF TR | $27.0M | 5.23% | 1.0M | 增持 |
| 8 | IJR | ISHARES TR | $21.1M | 4.08% | 183,391 | 减持 |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $14.2M | 2.75% | 67,622 | 减持 |
| 10 | VB | VANGUARD INDEX FDS | $13.5M | 2.60% | 56,008 | 增持 |
| 11 | AAPL | APPLE INC | $5.8M | 1.13% | 23,296 | 减持 |
| 12 | AMZN | AMAZON COM INC | $3.8M | 0.73% | 17,325 | 持平 |
| 13 | MSFT | MICROSOFT CORP | $3.8M | 0.73% | 8,985 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $3.6M | 0.69% | 26,576 | 增持 |
| 15 | IWL | ISHARES TR | $3.5M | 0.68% | 24,483 | 减持 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 0.39% | 86,557 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $1.6M | 0.32% | 15,173 | 减持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 0.29% | 55,540 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO. | $1.4M | 0.27% | 5,855 | 增持 |
| 20 | UNP | UNION PAC CORP | $1.2M | 0.23% | 5,329 | 增持 |
| 21 | XEL | XCEL ENERGY INC | $1.1M | 0.21% | 16,136 | 增持 |
| 22 | PG | PROCTER AND GAMBLE CO | $810,172 | 0.16% | 4,833 | 增持 |
| 23 | ABBV | ABBVIE INC | $781,851 | 0.15% | 4,400 | 增持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $774,096 | 0.15% | 3,953 | 增持 |
| 25 | WAL | WESTERN ALLIANCE BANCORP | $767,393 | 0.15% | 9,186 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR