Institutional & Family Asset Management, LLC — Q3 2022 13F 持股

Name: Institutional & Family Asset Management, LLC — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001673815

申報總市值

US$6.5億

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僅顯示前 200 大持股（共 761 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	CCOR	Core Alternative ETF	ETF-其他	16.54%	—	-1.77%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	5.83%	—	+2.41%
3	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	5.10%	—	+10.37%
4	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	4.26%	—	-3.52%
5	VYM	Vanguard High Dvd Yield ETF	ETF-其他	3.78%	—	-1.95%
6	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.01%	—	-0.56%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.91%	—	-11.59%
8	GLD	Spdr Gold Shares	ETF-避險與商品	1.90%	—	-0.77%
9	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.63%	—	-4.91%
10	XOM	Exxon Mobil CORP	股票-能源	1.51%	—	+3.38%
11	IYR	Ishares US Real Estate ETF	ETF-其他	1.42%	—	-0.40%
12	EFA	Ishares Msci Eafe ETF	ETF-其他	1.41%	—	-0.29%
13	OXY	Occidental Petroleum CORP	股票-能源	1.31%	—	-1.72%
14	AAPL	Apple INC	股票-科技	1.25%	—	-0.01%
15	MRK	Merck & Co. INC.	股票-醫療保健	1.00%	—	-0.23%
16	CVX	Chevron CORP	股票-能源	0.99%	—	+5.23%
17	MSFT	Microsoft CORP	股票-科技	0.96%	—	+15.99%
18	JNJ	Johnson & Johnson	股票-醫療保健	0.95%	—	+1.39%
19	AMGN	Amgen INC	股票-醫療保健	0.95%	—	+1.11%
20	WFC	Wells Fargo & Co	股票-金融	0.94%	—	+2.04%
21	SBUX	Starbucks CORP	股票-循環性消費	0.94%	—	+28.65%
22	IDV	Ishares International Select	ETF-其他	0.94%	—	-2.36%
23	ELV	Elevance Health INC	股票-醫療保健	0.93%	—	+1.45%
24	JPM	Jpmorgan Chase & Co	股票-金融	0.92%	—	+28.37%
25	LLY	Eli Lilly & Co	股票-醫療保健	0.88%	—	+0.83%
26	LMT	Lockheed Martin CORP	股票-工業	0.88%	—	+0.94%
27	SO	Southern Co/the	股票-公用事業	0.86%	—	+1.43%
28	UNH	Unitedhealth Group INC	股票-醫療保健	0.86%	—	+1.22%
29	APD	Air Products & Chemicals INC	股票-原物料	0.84%	—	+21.50%
30	ACN	Accenture plc	股票-科技	0.83%	—	+26.18%
31	GPC	Genuine Parts Co	股票-循環性消費	0.83%	—	-0.12%
32	MS	Morgan Stanley	股票-金融	0.80%	—	+24.53%
33	RTX	Rtx CORP	股票-工業	0.79%	—	+1.69%
34	NEE	Nextera Energy INC	股票-公用事業	0.79%	—	+1.60%
35	MCD	Mcdonald's CORP	股票-循環性消費	0.79%	—	+1.76%
36	ABT	Abbott Laboratories	股票-醫療保健	0.78%	—	+20.58%
37	WM	Waste Management INC	股票-工業	0.78%	—	+1.70%
38	DEO	Diageo Plc-sponsored Adr	股票-非循環性消費	0.77%	—	+22.64%
39	AFL	Aflac INC	股票-金融	0.77%	—	+5.66%
40	BR	Broadridge Financial Solutio	股票-科技	0.77%	—	+10.16%
41	DG	Dollar General CORP	股票-非循環性消費	0.76%	—	+1.01%
42	TXN	Texas Instruments INC	股票-科技	0.76%	—	+18.14%
43	PEP	Pepsico INC	股票-非循環性消費	0.74%	—	+1.62%
44	CSCO	Cisco Systems INC	股票-科技	0.74%	—	+34.78%
45	PAA	Plains All Amer Pipeline LP	股票-能源	0.74%	—	+4.45%
46	LHX	L3harris Technologies INC	股票-工業	0.72%	—	+1.64%
47	PG	Procter & Gamble Co/the	股票-非循環性消費	0.68%	—	+2.66%
48	SYY	Sysco CORP	股票-非循環性消費	0.68%	—	+1.99%
49	MMM	3m Co	股票-工業	0.67%	—	+27.95%
50	NSC	Norfolk Southern CORP	股票-工業	0.67%	—	+24.65%

1–50 of 200