DWM Financial Group, Inc.
CIK 1759545 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $112.2M
- Posisi
- 40
- Per tanggal
- 30 Juni 2026
#8.164 dari 9.443 berdasarkan nilai 13F · top 86.5%
- Bobot 10 kepemilikan teratas
- 84,57%
- Bobot 25 kepemilikan teratas
- 96,60%
- Posisi di atas 1%
- 13
- Jumlah posisi efektif
- 8,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 40
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Technology
2,1%
Financials
1,8%
Consumer Discretionary
0,9%
Industrials
0,4%
Materials
0,4%
Consumer products
0,3%
Retail
0,2%
Lainnya/Tidak terpetakan
93,9%
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DMAR | $29.255.304 | 26,08% | 702.329 | Naik ×1 | |||
| IAU | $14.591.627 | 13,01% | 179.766 | Naik ×1 | |||
| JHMM | $13.405.597 | 11,95% | 204.728 | Naik ×1 | |||
| AVUV | $8.574.580 | 7,64% | 84.081 | Naik ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $7.205.983 | 6,42% | 120.240 | Naik ×1 | |||
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | $6.603.391 | 5,89% | 314.148 | Naik ×1 | |||
| PWRD TCW Transform Systems ETF | $6.213.767 | 5,54% | 64.622 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $3.497.712 | 3,12% | 5.694 | Naik ×1 | |||
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | $3.264.710 | 2,91% | 152.130 | Naik ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $2.273.413 | 2,03% | 108.906 | Naik ×1 | |||
| FBNC First Bancorp - Common Stock | $2.013.011 | 1,79% | 39.634 | Naik ×1 | |||
| GDLC | $1.998.349 | 1,78% | 48.359 | Naik ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $1.511.495 | 1,35% | 30.443 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $1.111.503 | 0,99% | 4.089 | Naik ×1 | |||
| PATK Patrick Industries, Inc. - Common Stock | $975.887 | 0,87% | 9.000 | Naik ×1 | |||
| VTI | $944.456 | 0,84% | 2.817 | Naik ×1 | |||
| ETHA iShares Ethereum Trust ETF | $827.039 | 0,74% | 36.872 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $768.475 | 0,68% | 4.121 | Naik ×1 | |||
| VTV | $746.580 | 0,67% | 3.909 | Naik ×1 | |||
| SLV | $490.494 | 0,44% | 7.614 | Naik ×1 | |||
| BSMY Invesco BulletShares 2034 Municipal Bond ETF | $425.107 | 0,38% | 17.294 | Naik ×1 | |||
| VGT | $424.019 | 0,38% | 563 | Naik ×1 | |||
| JUST | $423.816 | 0,38% | 4.383 | Naik ×1 | |||
| CBTJ | $422.528 | 0,38% | 19.311 | Naik ×1 | |||
| XLF XLF | $409.648 | 0,37% | 7.479 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $408.279 | 0,36% | 844 | Naik ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $368.379 | 0,33% | 3.874 | Naik ×1 | |||
| GLD | $301.196 | 0,27% | 760 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $292.623 | 0,26% | 2.042 | Naik ×1 | |||
| DSEP | $281.471 | 0,25% | 6.268 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $265.674 | 0,24% | 1.151 | Naik ×1 | |||
| EAGG | $262.409 | 0,23% | 5.484 | Naik ×1 | |||
| VHT | $243.472 | 0,22% | 846 | Naik ×1 | |||
| CSX CSX Corporation - Common Stock | $222.788 | 0,20% | 6.146 | Naik ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $222.001 | 0,20% | 697 | Naik ×1 | |||
| KGC Kinross Gold Corporation Common Stock | $217.085 | 0,19% | 7.709 | Naik ×1 | |||
| CDE Coeur Mining, Inc. Common Stock | $214.834 | 0,19% | 12.049 | Naik ×1 | |||
| BSSX Invesco BulletShares 2033 Municipal Bond ETF | $213.769 | 0,19% | 8.268 | Naik ×1 | |||
| VOO | $210.490 | 0,19% | 336 | Naik ×1 | |||
| KOPN Kopin Corporation - Common Stock | $93.600 | 0,08% | 40.000 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| DMAR | $29.255.304 | 702.329 | 26,08% |
| IAU | $14.591.627 | 179.766 | 13,01% |
| JHMM | $13.405.597 | 204.728 | 11,95% |
| AVUV | $8.574.580 | 84.081 | 7,64% |
| VGIT | $7.205.983 | 120.240 | 6,42% |
| BSCY | $6.603.391 | 314.148 | 5,89% |
| PWRD | $6.213.767 | 64.622 | 5,54% |
| QQQ | $3.497.712 | 5.694 | 3,12% |
| BSCX | $3.264.710 | 152.130 | 2,91% |
| BSCW | $2.273.413 | 108.906 | 2,03% |
| FBNC | $2.013.011 | 39.634 | 1,79% |
| GDLC | $1.998.349 | 48.359 | 1,78% |
| IBIT | $1.511.495 | 30.443 | 1,35% |
| AAPL | $1.111.503 | 4.089 | 0,99% |
| PATK | $975.887 | 9.000 | 0,87% |