Dechtman Wealth Management, LLC
CIK 1992316 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $517.4M
- ポジション
- 65
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #3,690 位 · 39.1% トップ
- 上位10銘柄のウェイト
- 90.60%
- 上位25銘柄のウェイト
- 96.89%
- 1%超のポジション
- 11
- 実効ポジション数
- 8.1
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 65
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Technology
2.7%
Retail
1.1%
Industrials
0.6%
Financials
0.5%
Energy
0.4%
Healthcare
0.4%
Financial Services
0.3%
Utilities
0.2%
Consumer products
0.2%
Consumer Discretionary
0.2%
Consumer Staples
0.1%
Communication Services
0.1%
Logistics & Transportation
0.1%
Materials
0.1%
その他/マッピングなし
93.0%
ポートフォリオ全体 65 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IVV | $113,387,330 | 21.91% | 192,613 | 上昇 ×1 | |||
| VOO | $94,944,660 | 18.35% | 176,212 | 上昇 ×1 | |||
| SCHG | $63,840,776 | 12.34% | 2,290,663 | 上昇 ×1 | |||
| CGDV | $58,095,655 | 11.23% | 1,647,636 | 上昇 ×1 | |||
| VO | $35,552,462 | 6.87% | 134,602 | 上昇 ×1 | |||
| MGV | $27,109,732 | 5.24% | 217,034 | 上昇 ×1 | |||
| PYLD | $27,041,241 | 5.23% | 1,043,258 | 上昇 ×1 | |||
| IJR | $21,130,300 | 4.08% | 183,391 | 上昇 ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $14,231,040 | 2.75% | 67,622 | 上昇 ×1 | |||
| VB | $13,457,671 | 2.60% | 56,008 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $5,833,836 | 1.13% | 23,296 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3,800,932 | 0.73% | 17,325 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $3,787,074 | 0.73% | 8,985 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $3,568,917 | 0.69% | 26,576 | 上昇 ×1 | |||
| IWL | $3,542,914 | 0.68% | 24,483 | 上昇 ×1 | |||
| SCHX | $2,006,395 | 0.39% | 86,557 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,632,177 | 0.32% | 15,173 | 上昇 ×1 | |||
| SCHD | $1,517,358 | 0.29% | 55,540 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,403,485 | 0.27% | 5,855 | 上昇 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1,215,278 | 0.23% | 5,329 | 上昇 ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $1,089,489 | 0.21% | 16,136 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $810,172 | 0.16% | 4,833 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $781,851 | 0.15% | 4,400 | 上昇 ×1 | |||
| VIG | $774,096 | 0.15% | 3,953 | 上昇 ×1 | |||
| WAL Western Alliance Bancorporation Common Stock (DE) | $767,393 | 0.15% | 9,186 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $730,283 | 0.14% | 4,803 | 上昇 ×1 | |||
| TGT Target Corporation Common Stock | $726,139 | 0.14% | 5,372 | 上昇 ×1 | |||
| FNDX | $710,260 | 0.14% | 29,994 | 上昇 ×1 | |||
| FNDA | $687,260 | 0.13% | 23,140 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $679,789 | 0.13% | 3,591 | 上昇 ×1 | |||
| AXP American Express Company Common Stock | $666,060 | 0.13% | 2,244 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $655,576 | 0.13% | 1,685 | 上昇 ×1 | |||
| SCHA | $583,976 | 0.11% | 22,582 | 上昇 ×1 | |||
| IWF | $562,592 | 0.11% | 1,401 | 上昇 ×1 | |||
| IWD | $526,607 | 0.10% | 2,845 | 上昇 ×1 | |||
| EMR Emerson Electric Company Common Stock | $468,769 | 0.09% | 3,783 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $453,114 | 0.09% | 4,006 | 上昇 ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $449,459 | 0.09% | 2,188 | 上昇 ×1 | |||
| SYK Stryker Corporation Common Stock | $439,225 | 0.08% | 1,220 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $415,902 | 0.08% | 4,603 | 上昇 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $409,780 | 0.08% | 4,491 | 上昇 ×1 | |||
| IWR | $372,763 | 0.07% | 4,217 | 上昇 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $372,446 | 0.07% | 2,954 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $367,898 | 0.07% | 911 | 上昇 ×1 | |||
| V Visa Inc. | $352,139 | 0.07% | 1,114 | 上昇 ×1 | |||
| MRSH Marsh Common Stock | $346,738 | 0.07% | 1,632 | 上昇 ×1 | |||
| SPY SPY | $332,099 | 0.06% | 567 | 上昇 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $329,389 | 0.06% | 678 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $328,868 | 0.06% | 1,496 | 上昇 ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $324,242 | 0.06% | 10,339 | 上昇 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $309,104 | 0.06% | 852 | 上昇 ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $296,195 | 0.06% | 1,021 | 上昇 ×1 | |||
| SPTM | $295,608 | 0.06% | 4,138 | 上昇 ×1 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $291,805 | 0.06% | 2,031 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $286,764 | 0.06% | 561 | 上昇 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $278,507 | 0.05% | 951 | 上昇 ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $254,553 | 0.05% | 478 | 上昇 ×1 | |||
| BA Boeing Company (The) Common Stock | $248,508 | 0.05% | 1,404 | 上昇 ×1 | |||
| MMM 3M Company Common Stock | $231,804 | 0.04% | 1,796 | 上昇 ×1 | |||
| HPQ HP Inc. Common Stock | $231,000 | 0.04% | 7,079 | 上昇 ×1 | |||
| BRKB | $228,906 | 0.04% | 505 | 上昇 ×1 | |||
| YUM Yum! Brands, Inc. | $228,601 | 0.04% | 1,704 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $215,153 | 0.04% | 952 | 上昇 ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $211,318 | 0.04% | 2,324 | 上昇 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $206,587 | 0.04% | 3,653 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| IVV | $113,387,330 | 192,613 | 21.91% |
| VOO | $94,944,660 | 176,212 | 18.35% |
| SCHG | $63,840,776 | 2,290,663 | 12.34% |
| CGDV | $58,095,655 | 1,647,636 | 11.23% |
| VO | $35,552,462 | 134,602 | 6.87% |
| MGV | $27,109,732 | 217,034 | 5.24% |
| PYLD | $27,041,241 | 1,043,258 | 5.23% |
| IJR | $21,130,300 | 183,391 | 4.08% |
| QQQM | $14,231,040 | 67,622 | 2.75% |
| VB | $13,457,671 | 56,008 | 2.60% |
| AAPL | $5,833,836 | 23,296 | 1.13% |
| AMZN | $3,800,932 | 17,325 | 0.73% |
| MSFT | $3,787,074 | 8,985 | 0.73% |
| NVDA | $3,568,917 | 26,576 | 0.69% |
| IWL | $3,542,914 | 24,483 | 0.68% |