DeLarme Wealth Management, Inc.
CIK 2070361 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $172.5M
- Posisi
- 68
- Per tanggal
- 30 Juni 2026
#6.948 dari 9.443 berdasarkan nilai 13F · top 73.6%
Nilai portofolio QoQ: +11.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,92%
- Bobot 25 kepemilikan teratas
- 86,70%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 19,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,74% Perkiraan pembelian $12.202.732 · penjualan $1.219.771
- Posisi baru
- 6
- Meningkat
- 37
- Menurun
- 17
- Tertutup
- 1
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
3,5%
Communication Services
0,6%
Retail
0,4%
Healthcare
0,4%
Financials
0,3%
Energy
0,2%
Industrials
0,1%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
94,3%
Portofolio lengkap 68 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTV | $22.779.421 | 13,21% | 104.526 | $2.670.148 | Naik ×2 | ||
| DFAI | $16.921.705 | 9,81% | 410.223 | $1.306.861 | Naik ×2 | ||
| DFCF | $12.248.871 | 7,10% | 290.189 | $1.278.940 | Naik ×2 | ||
| IVV | $9.616.208 | 5,58% | 12.841 | $1.319.618 | Naik ×2 | ||
| DFAE | $8.664.928 | 5,02% | 215.492 | $1.295.178 | Turun ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $6.961.478 | 4,04% | 69.151 | $374.248 | Naik ×2 | ||
| VUSB | $6.944.239 | 4,03% | 139.499 | $292.411 | Naik ×2 | ||
| AVUV | $6.926.871 | 4,02% | 55.522 | $562.948 | Turun ×2 | ||
| MEAR | $6.441.769 | 3,74% | 127.864 | $159.090 | Naik ×2 | ||
| DFIV | $5.840.261 | 3,39% | 108.113 | $-43.319 | Turun ×2 | ||
| CALI iShares Short-Term California Muni Active ETF | $4.871.776 | 2,82% | 96.404 | $375.185 | Naik ×2 | ||
| IWF | $4.320.310 | 2,51% | 34.794 | $630.108 | Naik ×2 | ||
| DFAS | $4.262.177 | 2,47% | 51.763 | $559.333 | Turun ×2 | ||
| VBK | $4.016.118 | 2,33% | 10.982 | $599.554 | Turun ×2 | ||
| AVDV | $3.852.415 | 2,23% | 37.384 | $260.930 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $3.423.024 | 1,98% | 11.830 | $456.880 | Naik ×2 | ||
| USHY | $3.361.055 | 1,95% | 90.790 | $3.080 | Turun ×2 | ||
| VTEC | $3.275.234 | 1,90% | 32.557 | $710.548 | Naik ×2 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $2.982.454 | 1,73% | 44.355 | $111.334 | Naik ×2 | ||
| VTEB | $2.242.667 | 1,30% | 44.339 | $371.443 | Naik ×2 | ||
| SHYM | $2.158.208 | 1,25% | 96.134 | $196.754 | Naik ×2 | ||
| VUG | $2.141.957 | 1,24% | 24.866 | $317.485 | Naik ×2 | ||
| VCRB Vanguard Core Bond ETF | $2.032.379 | 1,18% | 26.315 | $1.928 | Naik ×2 | ||
| DFAX | $1.733.541 | 1,01% | 47.056 | $122.394 | Turun ×2 | ||
| JCPB | $1.503.958 | 0,87% | 32.040 | $46.832 | Naik ×2 | ||
| VWO | $1.441.752 | 0,84% | 24.154 | $124.553 | Turun ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $1.405.089 | 0,81% | 15.047 | $147.453 | Naik ×2 | ||
| VOE | $1.320.561 | 0,77% | 6.683 | $101.733 | Naik ×2 | ||
| VOT | $1.216.930 | 0,71% | 3.973 | $276.316 | Naik ×1 | ||
| DIVO | $1.200.402 | 0,70% | 26.267 | $-72.933 | Turun ×2 | ||
| HIMU | $1.102.784 | 0,64% | 22.144 | $196.668 | Naik ×2 | ||
| FLXR TCW Flexible Income ETF | $944.373 | 0,55% | 24.085 | $30.167 | Naik ×2 | ||
| VTI | $849.691 | 0,49% | 2.296 | $113.346 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $733.588 | 0,43% | 1.967 | $7.213 | Naik ×2 | ||
| DFSV | $707.530 | 0,41% | 18.240 | $-6.760 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $691.511 | 0,40% | 1.935 | $121.280 | Turun ×1 | ||
| SPY SPY | $657.317 | 0,38% | 880 | $85.262 | |||
| VBR | $598.727 | 0,35% | 2.464 | $63.423 | |||
| STIP | $590.280 | 0,34% | 5.778 | $45.721 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $580.224 | 0,34% | 1.536 | $88.413 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $577.260 | 0,33% | 2.885 | $43.596 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $530.545 | 0,31% | 2.226 | $96.094 | Naik ×2 | ||
| BRKB | $476.371 | 0,28% | 952 | $44.133 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $461.823 | 0,27% | 795 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $452.445 | 0,26% | 1.382 | $31.977 | Turun ×1 | ||
| IWM | $421.176 | 0,24% | 1.402 | $73.824 | Naik ×2 | ||
| EFA | $420.909 | 0,24% | 4.052 | $28.919 | Naik ×1 | ||
| CMF | $400.022 | 0,23% | 6.940 | $31.853 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $395.121 | 0,23% | 2.890 | $-87.731 | Naik ×1 | ||
| HDEF | $368.999 | 0,21% | 11.481 | $-4.397 | Turun ×2 | ||
| IJR | $334.667 | 0,19% | 2.257 | $30.828 | Turun ×2 | ||
| BND Vanguard Total Bond Market ETF | $308.983 | 0,18% | 4.209 | $40.492 | Naik ×1 | ||
| VCYT Veracyte, Inc. - Common Stock | $293.650 | 0,17% | 5.000 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $277.702 | 0,16% | 493 | $32.830 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $277.051 | 0,16% | 240 | Naik ×1 | |||
| XLRE XLRE | $242.165 | 0,14% | 5.500 | $21.561 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $237.462 | 0,14% | 935 | $8.911 | |||
| USFR | $236.695 | 0,14% | 4.701 | $47 | |||
| VONE Vanguard Russell 1000 ETF | $229.991 | 0,13% | 679 | $29.605 | |||
| VEU | $227.381 | 0,13% | 2.715 | $23.484 | |||
| EEM | $222.393 | 0,13% | 3.251 | Naik ×1 | |||
| VYM | $220.926 | 0,13% | 1.398 | $13.882 | |||
| COST Costco Wholesale Corporation - Common Stock | $217.991 | 0,13% | 233 | $-1.242 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $216.202 | 0,13% | 1.140 | $-2.603 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $214.875 | 0,12% | 179 | Naik ×1 | |||
| MUNI | $214.292 | 0,12% | 4.074 | $1.670 | |||
| DFUS | $211.077 | 0,12% | 2.576 | Naik ×1 | |||
| MCD McDonald's Corporation Common Stock | $207.057 | 0,12% | 766 | $-39.710 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTV | Beli lebih banyak | +2K | +$2.7M |
| IVV | Beli lebih banyak | +140 | +$1.3M |
| DFAI | Beli lebih banyak | +9K | +$1.3M |
| DFAE | Dipangkas | -2K | +$1.3M |
| DFCF | Beli lebih banyak | +30K | +$1.3M |
| VTEC | Beli lebih banyak | +7K | +$711K |
| IWF | Beli lebih banyak | +26K | +$630K |
| VBK | Dipangkas | -322 | +$600K |
| AVUV | Dipangkas | -2K | +$563K |
| DFAS | Dipangkas | -294 | +$559K |
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.