Cedarwood Wealth LLC
CIK 2114448 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $132.3M
- Posisi
- 96
- Per tanggal
- 30 Juni 2026
#7.776 dari 9.443 berdasarkan nilai 13F · top 82.3%
Nilai portofolio QoQ: +33.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 50,48%
- Bobot 25 kepemilikan teratas
- 75,94%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 25,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,97% Perkiraan pembelian $20.218.675 · penjualan $2.282.099
- Posisi baru
- 20
- Meningkat
- 51
- Menurun
- 15
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
18,5%
Communication Services
3,1%
Retail
2,6%
Healthcare
2,1%
Industrials
0,9%
Consumer Discretionary
0,7%
Financials
0,7%
Financial Services
0,7%
Consumer products
0,4%
Communications
0,4%
Energy
0,3%
Consumer Staples
0,2%
Lainnya/Tidak terpetakan
69,4%
Portofolio lengkap 96 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $15.005.187 | 11,34% | 20.037 | $1.612.391 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12.276.570 | 9,28% | 16.671 | $3.562.537 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $6.171.129 | 4,66% | 21.327 | $767.722 | Naik ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $6.134.749 | 4,64% | 110.397 | $1.412.071 | Naik ×2 | ||
| SPY SPY | $5.028.633 | 3,80% | 6.734 | $673.039 | Naik ×2 | ||
| SCHD | $4.834.731 | 3,65% | 152.467 | $882.605 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.702.189 | 3,55% | 23.500 | $890.426 | Naik ×2 | ||
| INTC Intel Corporation - Common Stock | $4.640.460 | 3,51% | 33.234 | $3.124.419 | Turun ×2 | ||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $4.051.228 | 3,06% | 68.306 | $881.025 | Naik ×2 | ||
| VOO | $3.948.284 | 2,98% | 5.749 | $698.731 | Naik ×1 | ||
| XLK XLK | $3.426.585 | 2,59% | 17.985 | $1.154.267 | Naik ×2 | ||
| JEPI | $3.414.518 | 2,58% | 60.455 | $763.174 | Naik ×2 | ||
| JPST | $3.171.374 | 2,40% | 62.713 | $866.285 | Naik ×2 | ||
| GRNY | $3.114.592 | 2,35% | 112.643 | $770.892 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2.469.051 | 1,87% | 24.526 | Naik ×1 | |||
| JPLD | $2.277.053 | 1,72% | 43.630 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $2.266.735 | 1,71% | 9.511 | $424.689 | Naik ×2 | ||
| IWF | $2.114.626 | 1,60% | 17.030 | $394.907 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.016.824 | 1,52% | 5.407 | $5.830 | Turun ×1 | ||
| GLD | $1.791.186 | 1,35% | 4.862 | $-27.220 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.757.726 | 1,33% | 4.919 | $414.812 | Naik ×2 | ||
| VV | $1.601.284 | 1,21% | 4.656 | $214.076 | Naik ×2 | ||
| DGRO | $1.487.312 | 1,12% | 19.624 | $278.318 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1.479.893 | 1,12% | 3.918 | $331.875 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1.286.238 | 0,97% | 1.114 | $932.097 | Naik ×2 | ||
| VIG | $1.179.373 | 0,89% | 4.984 | $207.710 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.123.978 | 0,85% | 3.181 | $285.780 | Naik ×2 | ||
| MSTR Strategy Inc - Class A Common Stock | $1.123.309 | 0,85% | 12.922 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1.047.919 | 0,79% | 874 | $300.666 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $968.613 | 0,73% | 1.720 | $5.468 | Naik ×2 | ||
| BRKB | $866.341 | 0,65% | 1.731 | $52.501 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $861.410 | 0,65% | 2.048 | $88.151 | Turun ×1 | ||
| ACWI iShares MSCI ACWI ETF | $841.546 | 0,64% | 5.361 | $100.389 | Naik ×1 | ||
| JCPB | $832.351 | 0,63% | 17.732 | $154.818 | Naik ×2 | ||
| IEFA | $811.704 | 0,61% | 8.404 | $52.121 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $717.740 | 0,54% | 2.193 | $139.944 | Naik ×2 | ||
| VTI | $652.915 | 0,49% | 1.764 | $275.693 | Naik ×2 | ||
| IWD | $646.433 | 0,49% | 2.666 | $104.092 | Naik ×2 | ||
| IWR | $629.596 | 0,48% | 5.707 | $74.704 | |||
| VGK | $616.781 | 0,47% | 6.966 | $106.831 | Naik ×2 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $592.129 | 0,45% | 4.962 | $114.773 | Naik ×1 | ||
| VLUE | $590.575 | 0,45% | 2.956 | $156.591 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $564.585 | 0,43% | 4.985 | $52.473 | Naik ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $556.714 | 0,42% | 1.285 | $303.164 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $522.843 | 0,40% | 2.078 | $56.139 | Turun ×1 | ||
| BBEU | $519.426 | 0,39% | 6.679 | $35.800 | |||
| PG Procter & Gamble Company (The) Common Stock | $505.009 | 0,38% | 3.444 | $4.574 | Turun ×2 | ||
| VTEB | $500.995 | 0,38% | 9.905 | $-36.919 | Turun ×1 | ||
| IEMG | $489.681 | 0,37% | 5.911 | $157.588 | Naik ×1 | ||
| V Visa Inc. | $472.755 | 0,36% | 1.378 | $114.975 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $458.373 | 0,35% | 789 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $445.618 | 0,34% | 1.755 | $39.943 | Naik ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $441.705 | 0,33% | 222 | $148.454 | |||
| VWO | $422.270 | 0,32% | 7.074 | $40.262 | Naik ×1 | ||
| VUG | $414.628 | 0,31% | 4.813 | $64.590 | Naik ×1 | ||
| ITOT | $402.853 | 0,30% | 2.452 | $50.846 | Turun ×2 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $396.755 | 0,30% | 2.221 | $75.356 | |||
| CAT Caterpillar, Inc. Common Stock | $379.285 | 0,29% | 356 | $160.257 | Naik ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $377.764 | 0,29% | 4.045 | $20.884 | Naik ×1 | ||
| VEA | $377.715 | 0,29% | 5.301 | $39.029 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $371.285 | 0,28% | 2.889 | $33.826 | Naik ×2 | ||
| IJH | $369.436 | 0,28% | 4.791 | $46.119 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $361.733 | 0,27% | 757 | $105.572 | Turun ×1 | ||
| FENY | $347.947 | 0,26% | 11.771 | $-52.226 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $327.817 | 0,25% | 2.791 | $123.484 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $312.120 | 0,24% | 3.841 | $-42.053 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $300.305 | 0,23% | 851 | $45.422 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $299.211 | 0,23% | 1.100 | $52.215 | Naik ×1 | ||
| VGT | $293.327 | 0,22% | 2.454 | $84.893 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $291.419 | 0,22% | 312 | $-37.889 | Turun ×2 | ||
| EFG | $289.277 | 0,22% | 2.325 | $30.342 | |||
| EFA | $277.879 | 0,21% | 2.675 | $18.056 | |||
| KLAC KLA Corporation - Common Stock | $276.668 | 0,21% | 917 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $274.961 | 0,21% | 3.851 | $-150.599 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $272.250 | 0,21% | 1.066 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $270.528 | 0,20% | 374 | Naik ×1 | |||
| JPIE | $268.899 | 0,20% | 5.839 | Naik ×1 | |||
| KBE KBE | $267.714 | 0,20% | 3.924 | $34.024 | |||
| MS Morgan Stanley Common Stock | $266.705 | 0,20% | 1.276 | Naik ×1 | |||
| BBCA | $249.792 | 0,19% | 2.513 | $13.419 | |||
| CVX Chevron Corporation Common Stock | $239.582 | 0,18% | 1.445 | $-93.573 | Turun ×1 | ||
| RSP | $239.239 | 0,18% | 1.124 | $23.567 | |||
| FBTC | $239.220 | 0,18% | 4.686 | $-37.395 | |||
| VTV | $237.266 | 0,18% | 1.089 | $24.644 | Naik ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $236.612 | 0,18% | 794 | Naik ×1 | |||
| C Citigroup, Inc. Common Stock | $228.975 | 0,17% | 1.636 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $217.525 | 0,16% | 582 | Naik ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $216.478 | 0,16% | 545 | Naik ×1 | |||
| MA Mastercard Incorporated Common Stock | $210.860 | 0,16% | 411 | $-9.761 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $210.702 | 0,16% | 1.240 | Naik ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $206.520 | 0,16% | 214 | Naik ×1 | |||
| IJR | $206.231 | 0,16% | 1.391 | Naik ×1 | |||
| TXG 10x Genomics, Inc. - Common Stock | $204.697 | 0,15% | 5.339 | Naik ×1 | |||
| VLO Valero Energy Corporation Common Stock | $201.589 | 0,15% | 774 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $200.396 | 0,15% | 482 | Naik ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $200.359 | 0,15% | 1.568 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SGOV | $2.469.051 | 24.526 | 1,87% |
| JPLD | $2.277.053 | 43.630 | 1,72% |
| MSTR | $1.123.309 | 12.922 | 0,85% |
| AMD | $458.373 | 789 | 0,35% |
| KLAC | $276.668 | 917 | 0,21% |
| GLW | $272.250 | 1.066 | 0,21% |
| AMAT | $270.528 | 374 | 0,20% |
| JPIE | $268.899 | 5.839 | 0,20% |
| MS | $266.705 | 1.276 | 0,20% |
| TXN | $236.612 | 794 | 0,18% |
| C | $228.975 | 1.636 | 0,17% |
| GE | $217.525 | 582 | 0,16% |
| ADI | $216.478 | 545 | 0,16% |
| ANET | $210.702 | 1.240 | 0,16% |
| STX | $206.520 | 214 | 0,16% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Beli lebih banyak | +2K | +$3.6M |
| INTC | Dipangkas | -1K | +$3.1M |
| IVV | Dipangkas | -466 | +$1.6M |
| GPIX | Beli lebih banyak | +16K | +$1.4M |
| XLK | Beli lebih banyak | +887 | +$1.2M |
| MU | Beli lebih banyak | +66 | +$932K |
| NVDA | Beli lebih banyak | +2K | +$890K |
| SCHD | Beli lebih banyak | +24K | +$883K |
| GPIQ | Beli lebih banyak | +4K | +$881K |
| JPST | Beli lebih banyak | +17K | +$866K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.