Marcum Wealth, LLC — Q3 2024 13F 持股

Name: Marcum Wealth, LLC — 13F Holdings, Q3 2024
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 415 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	17.67%	+16.77%	NEW
2	SCHX	Schwab US Large-cap ETF	ETF-其他	8.08%	+6.91%	NEW
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	6.11%	+5.61%	NEW
4	SCHA	Schwab US Small-cap ETF	ETF-其他	5.29%	+4.20%	NEW
5	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	4.76%	+3.47%	NEW
6	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.42%	+3.90%	NEW
7	VB	Vanguard Small-cap ETF	ETF-其他	4.15%	+3.49%	NEW
8	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	3.25%	+3.08%	NEW
9	AAPL	Apple INC	股票-科技	1.99%	+1.83%	NEW
10	MSFT	Microsoft CORP	股票-科技	1.95%	+1.76%	NEW
11	XMPT	Vaneck Cef Muni Income ETF	ETF-其他	1.94%	—	-1.37%
12	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.60%	+1.30%	NEW
13	AGG	Ishares Core U.s. Aggregate	ETF-其他	1.56%	+2.02%	NEW
14	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.43%	+1.31%	NEW
15	UPS	United Parcel Service-cl B	股票-工业	1.38%	+1.03%	NEW
16	PGR	Progressive CORP	股票-金融	1.12%	+1.32%	NEW
17	NVDA	Nvidia CORP	股票-科技	0.95%	+0.78%	NEW
18	VGLT	Vanguard Long-term Treasury	ETF-政府公债	0.87%	—	+11.96%
19	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.86%	+0.80%	NEW
20	VUG	Vanguard Growth ETF	ETF-其他	0.74%	+0.65%	NEW
21	JPM	Jpmorgan Chase & Co	股票-金融	0.68%	+0.57%	NEW
22	AMZN	Amazon.com INC	股票-周期性消费	0.65%	+0.69%	NEW
23	BJUL	Innovator U.s. Equity Buffer	ETF-其他	0.63%	—	+267.71%
24	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.58%	+0.52%	NEW
25	VNQ	Vanguard Real Estate ETF	ETF-其他	0.48%	—	+12.89%
26	VO	Vanguard Mid-cap ETF	ETF-其他	0.41%	+0.37%	NEW
27	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.41%	+0.37%	NEW
28	IWF	Ishares Russell 1000 Growth	ETF-其他	0.40%	+0.37%	NEW
29	PH	Parker Hannifin CORP	股票-工业	0.38%	+0.34%	NEW
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.38%	+0.42%	NEW
31	XOM	Exxon Mobil CORP	股票-能源	0.36%	+0.34%	NEW
32	META	Meta Platforms Inc-class A	股票-通信服务	0.34%	+0.36%	NEW
33	HEI-A	Heico Corp-class A	股票-其他	0.34%	+0.33%	NEW
34	JMBS	Janus Henderson Mortg Backed	ETF-其他	0.34%	+0.29%	NEW
35	AVGO	Broadcom INC	股票-科技	0.34%	+0.28%	NEW
36	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.33%	+0.29%	NEW
37	MMIN	Nyli Mackay Muni Insured ETF	ETF-其他	0.32%	+0.30%	NEW
38	DFIS	Dimensional International Sm	ETF-其他	0.29%	+0.30%	NEW
39	GOOG	Alphabet Inc-cl C	股票-通信服务	0.28%	+0.25%	NEW
40	VTV	Vanguard Value ETF	ETF-其他	0.28%	+0.24%	NEW
41	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	0.27%	+0.23%	NEW
42	MO	Altria Group INC	股票-非周期性消费	0.27%	+0.32%	NEW
43	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.27%	+3.96%	NEW
44	V	Visa Inc-class A Shares	股票-金融	0.27%	+0.32%	NEW
45	LLY	Eli Lilly & Co	股票-医疗保健	0.26%	+0.24%	NEW
46	UNH	Unitedhealth Group INC	股票-医疗保健	0.25%	—	-5.30%
47	CVX	Chevron CORP	股票-能源	0.25%	+0.26%	NEW
48	HD	Home Depot INC	股票-周期性消费	0.24%	—	-0.28%
49	GTO	Invesco Total Return Bond Et	ETF-其他	0.24%	+0.23%	NEW
50	PG	Procter & Gamble Co/the	股票-非周期性消费	0.22%	—	+1.17%

1–50 of 200