Latko Wealth Management, Ltd.
Nilai portofolio QoQ: +14.9% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,11% Perkiraan pembelian $23.654.704 · penjualan $9.053.922
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 90,2% masih dipegang
Rincian sektor
Portofolio lengkap 37 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $50.555.328 | 21,46% | 67.508 | $5.888.409 | Turun ×4 | ||
| QQQM | $31.047.136 | 13,18% | 102.476 | $5.510.433 | Turun ×1 | ||
| FNDF | $20.437.439 | 8,68% | 387.366 | $287.998 | Turun ×1 | ||
| DIA | $17.828.971 | 7,57% | 34.130 | $-233.582 | Turun ×4 | ||
| SCHD | $12.132.000 | 5,15% | 382.593 | $1.237.241 | Naik ×1 | ||
| SPY | $9.499.206 | 4,03% | 12.720 | $1.147.632 | Turun ×6 | ||
| QQQ | $9.319.260 | 3,96% | 12.655 | $1.551.483 | Turun ×6 | ||
| IJR | $9.248.940 | 3,93% | 62.362 | $1.585.531 | Naik ×5 | ||
| VEA | $8.677.696 | 3,68% | 121.792 | $4.511.142 | Naik ×1 | ||
| DGRW | $8.123.752 | 3,45% | 84.959 | $382.843 | Turun ×1 | ||
| SCHG | $7.654.491 | 3,25% | 226.197 | $923.723 | Turun ×1 | ||
| VO | $7.022.229 | 2,98% | 87.157 | $863.211 | Naik ×2 | ||
| VGT | $5.491.020 | 2,33% | 45.942 | $1.175.423 | Naik ×3 | ||
| MRK | $4.819.380 | 2,05% | 37.505 | $-32.135 | Turun ×1 | ||
| IEI | $4.585.976 | 1,95% | 39.046 | $-641.772 | Turun ×2 | ||
| AAPL | $3.927.589 | 1,67% | 13.573 | $490.690 | Naik ×1 | ||
| MSFT | $3.846.464 | 1,63% | 10.312 | $962.706 | Naik ×3 | ||
| VOO | $3.729.649 | 1,58% | 5.430 | $539.411 | Naik ×6 | ||
| VUG | $2.975.646 | 1,26% | 34.545 | $352.818 | Naik ×1 | ||
| SGOV | $2.571.389 | 1,09% | 25.543 | Naik ×1 | |||
| SHY | $1.957.246 | 0,83% | 23.837 | $81.128 | Naik ×1 | ||
| IJH | $1.425.394 | 0,61% | 18.485 | $200.151 | Naik ×5 | ||
| IWF | $1.379.053 | 0,59% | 11.106 | $477.447 | Naik ×2 | ||
| NVDA | $988.882 | 0,42% | 4.942 | $79.825 | Turun ×1 | ||
| IEFA | $983.790 | 0,42% | 10.186 | $454.014 | Naik ×1 | ||
| NFLX | $842.306 | 0,36% | 11.797 | $-81.126 | Naik ×1 | ||
| AMZN | $752.679 | 0,32% | 3.158 | $180.974 | Naik ×2 | ||
| BRK-A | $748.850 | 0,32% | 1 | $30.710 | |||
| TXN | $540.180 | 0,23% | 1.812 | $188.348 | |||
| APH | $391.111 | 0,17% | 2.218 | $117.623 | Naik ×4 | ||
| BRK-B | $331.259 | 0,14% | 662 | $4.445 | Turun ×1 | ||
| CRM | $316.190 | 0,13% | 2.018 | $-60.570 | |||
| BIV | $313.021 | 0,13% | 4.081 | $-420.373 | Turun ×1 | ||
| GE | $311.473 | 0,13% | 833 | Naik ×1 | |||
| GEV | $290.468 | 0,12% | 247 | Naik ×1 | |||
| VCSH | $282.525 | 0,12% | 3.575 | $24.456 | Naik ×1 | ||
| DIS | $226.733 | 0,10% | 2.356 | $-308 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -873 | +$5.9M |
| QQQM | Dipangkas | -5K | +$5.5M |
| VEA | Beli lebih banyak | +57K | +$4.5M |
| IJR | Beli lebih banyak | +714 | +$1.6M |
| QQQ | Dipangkas | -803 | +$1.6M |
| SCHD | Beli lebih banyak | +27K | +$1.2M |
| VGT | Beli lebih banyak | +40K | +$1.2M |
| SPY | Dipangkas | -122 | +$1.1M |
| MSFT | Beli lebih banyak | +3K | +$963K |
| SCHG | Dipangkas | -5K | +$924K |
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.