Marcum Wealth, LLC — Q1 2023 13F 持股

Name: Marcum Wealth, LLC — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001784450

申报总市值

US$11.6亿

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仅显示前 200 大持股（共 401 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	15.13%	+16.77%	NEW
2	SCHX	Schwab US Large-cap ETF	ETF-其他	10.60%	+6.91%	NEW
3	SCHA	Schwab US Small-cap ETF	ETF-其他	6.65%	+4.20%	NEW
4	VEA	Vanguard Ftse Developed ETF	ETF-其他	5.94%	+5.61%	NEW
5	VB	Vanguard Small-cap ETF	ETF-其他	5.34%	+3.49%	NEW
6	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	5.13%	+3.90%	NEW
7	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	4.46%	+3.47%	NEW
8	UPS	United Parcel Service-cl B	股票-工业	2.79%	+1.03%	NEW
9	AAPL	Apple INC	股票-科技	2.24%	+1.83%	NEW
10	XMPT	Vaneck Cef Muni Income ETF	ETF-其他	2.02%	—	+8.76%
11	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.61%	+1.30%	NEW
12	MSFT	Microsoft CORP	股票-科技	1.46%	+1.76%	NEW
13	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.39%	+1.31%	NEW
14	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.06%	+2.02%	NEW
15	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.87%	+3.08%	NEW
16	PGR	Progressive CORP	股票-金融	0.85%	+1.32%	NEW
17	VUG	Vanguard Growth ETF	ETF-其他	0.74%	+0.65%	NEW
18	BJAN	Innovator U.s. Equity Buffer	ETF-其他	0.72%	+0.63%	NEW
19	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.59%	+0.52%	NEW
20	AMZN	Amazon.com INC	股票-周期性消费	0.56%	+0.69%	NEW
21	JPM	Jpmorgan Chase & Co	股票-金融	0.56%	+0.57%	NEW
22	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.50%	+0.37%	NEW
23	VO	Vanguard Mid-cap ETF	ETF-其他	0.44%	+0.37%	NEW
24	IWF	Ishares Russell 1000 Growth	ETF-其他	0.44%	+0.37%	NEW
25	VTV	Vanguard Value ETF	ETF-其他	0.40%	+0.24%	NEW
26	NVDA	Nvidia CORP	股票-科技	0.38%	+0.78%	NEW
27	XOM	Exxon Mobil CORP	股票-能源	0.35%	+0.34%	NEW
28	JNJ	Johnson & Johnson	股票-医疗保健	0.34%	—	+1.11%
29	CVX	Chevron CORP	股票-能源	0.34%	+0.26%	NEW
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.33%	+0.42%	NEW
31	MO	Altria Group INC	股票-非周期性消费	0.33%	+0.32%	NEW
32	V	Visa Inc-class A Shares	股票-金融	0.32%	+0.32%	NEW
33	HEI-A	Heico Corp-class A	股票-其他	0.31%	+0.33%	NEW
34	UNH	Unitedhealth Group INC	股票-医疗保健	0.30%	—	-4.20%
35	XLK	Ss Technology Select Sector	ETF-科技型	0.28%	—	-12.17%
36	MRK	Merck & Co. INC.	股票-医疗保健	0.27%	—	-11.84%
37	PG	Procter & Gamble Co/the	股票-非周期性消费	0.27%	—	-1.15%
38	GSLC	Goldman Activebeta US Lc ETF	ETF-避险与商品	0.27%	—	-0.42%
39	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.26%	+0.29%	NEW
40	HD	Home Depot INC	股票-周期性消费	0.26%	—	+1.66%
41	VNQ	Vanguard Real Estate ETF	ETF-其他	0.26%	—	-3.88%
42	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.25%	—	-24.07%
43	KJUL	Innovator U.s. Small Cap Pow	ETF-中小型股	0.25%	—	+3.31%
44	VGLT	Vanguard Long-term Treasury	ETF-政府公债	0.24%	—	+84.62%
45	XLV	Ss Health Care Select Sector	ETF-其他	0.24%	—	-10.21%
46	DFAT	Dimensional US Target Value	ETF-其他	0.24%	—	+0.22%
47	MCD	Mcdonald's CORP	股票-周期性消费	0.23%	—	+0.42%
48	GOOG	Alphabet Inc-cl C	股票-通信服务	0.23%	+0.25%	NEW
49	AVGO	Broadcom INC	股票-科技	0.22%	+0.28%	NEW
50	DFAC	Dimensional US Core Equity 2	ETF-其他	0.22%	—	+0.16%

1–50 of 200