Marcum Wealth, LLC — Q2 2022 13F 持股

Name: Marcum Wealth, LLC — 13F Holdings, Q2 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001784450

申報總市值

US$11.6億

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僅顯示前 200 大持股（共 380 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	12.67%	+16.77%	NEW
2	SCHX	Schwab US Large-cap ETF	ETF-其他	10.51%	+6.91%	NEW
3	SCHA	Schwab US Small-cap ETF	ETF-其他	7.60%	+4.20%	NEW
4	VEA	Vanguard Ftse Developed ETF	ETF-其他	6.80%	+5.61%	NEW
5	VB	Vanguard Small-cap ETF	ETF-其他	5.29%	+3.49%	NEW
6	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	5.09%	+3.90%	NEW
7	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	3.35%	+3.47%	NEW
8	UPS	United Parcel Service-cl B	股票-工業	3.14%	+1.03%	NEW
9	IEMG	Ishares Core Msci Emerging	ETF-新興市場	2.79%	+1.30%	NEW
10	AAPL	Apple INC	股票-科技	2.25%	+1.83%	NEW
11	MSFT	Microsoft CORP	股票-科技	1.57%	+1.76%	NEW
12	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.42%	+1.31%	NEW
13	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.98%	+2.02%	NEW
14	VUG	Vanguard Growth ETF	ETF-其他	0.94%	+0.65%	NEW
15	PGR	Progressive CORP	股票-金融	0.82%	+1.32%	NEW
16	BJAN	Innovator U.s. Equity Buffer	ETF-其他	0.78%	+0.63%	NEW
17	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股與成長	0.65%	+0.37%	NEW
18	AMZN	Amazon.com INC	股票-循環性消費	0.61%	+0.69%	NEW
19	VTV	Vanguard Value ETF	ETF-其他	0.60%	+0.24%	NEW
20	JPM	Jpmorgan Chase & Co	股票-金融	0.53%	+0.57%	NEW
21	JNJ	Johnson & Johnson	股票-醫療保健	0.50%	—	+10.09%
22	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.47%	+0.52%	NEW
23	VO	Vanguard Mid-cap ETF	ETF-其他	0.47%	+0.37%	NEW
24	MO	Altria Group INC	股票-非循環性消費	0.46%	+0.32%	NEW
25	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.42%	—	+0.65%
26	UNH	Unitedhealth Group INC	股票-醫療保健	0.40%	—	-3.14%
27	XOM	Exxon Mobil CORP	股票-能源	0.38%	+0.34%	NEW
28	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.36%	—	-3.55%
29	XLK	Ss Technology Select Sector	ETF-科技型	0.35%	—	+8.19%
30	CVX	Chevron CORP	股票-能源	0.35%	+0.26%	NEW
31	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.34%	+0.80%	NEW
32	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.32%	—	-7.59%
33	MRK	Merck & Co. INC.	股票-醫療保健	0.31%	—	+5.75%
34	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.31%	+0.29%	NEW
35	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.31%	+0.42%	NEW
36	XLV	Ss Health Care Select Sector	ETF-其他	0.30%	—	+20.20%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.29%	+0.55%	NEW
38	VZ	Verizon Communications INC	股票-通訊服務	0.29%	—	+5.63%
39	PG	Procter & Gamble Co/the	股票-非循環性消費	0.29%	—	+5.74%
40	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	0.29%	—	-18.28%
41	HEI-A	Heico Corp-class A	股票-其他	0.29%	+0.33%	NEW
42	V	Visa Inc-class A Shares	股票-金融	0.27%	+0.32%	NEW
43	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.26%	+3.08%	NEW
44	PFE	Pfizer INC	股票-醫療保健	0.26%	—	+3.18%
45	DFAT	Dimensional US Target Value	ETF-其他	0.26%	—	—
46	HD	Home Depot INC	股票-循環性消費	0.26%	—	+4.48%
47	KJUL	Innovator U.s. Small Cap Pow	ETF-中小型股	0.25%	—	-4.51%
48	CMCSA	Comcast Corp-class A	股票-通訊服務	0.25%	—	+6.47%
49	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.25%	+3.96%	NEW
50	MCD	Mcdonald's CORP	股票-循環性消費	0.25%	—	-1.20%

1–50 of 200