Dechtman Wealth Management, LLC
CIK 1992316 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $517.4M
- 持仓
- 65
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 3691（共 9443） · 前 39.1%
- 前十大持仓权重
- 90.60%
- 前二十五大持仓权重
- 96.89%
- 持仓高于 1%
- 11
- 有效持仓数量
- 8.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 65
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
93.0%
完整投资组合 65 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $113387330 | 21.91% | 192613 | 上涨 ×1 | |||
| VOO | $94944660 | 18.35% | 176212 | 上涨 ×1 | |||
| SCHG | $63840776 | 12.34% | 2290663 | 上涨 ×1 | |||
| CGDV | $58095655 | 11.23% | 1647636 | 上涨 ×1 | |||
| VO | $35552462 | 6.87% | 134602 | 上涨 ×1 | |||
| MGV | $27109732 | 5.24% | 217034 | 上涨 ×1 | |||
| PYLD | $27041241 | 5.23% | 1043258 | 上涨 ×1 | |||
| IJR | $21130300 | 4.08% | 183391 | 上涨 ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $14231040 | 2.75% | 67622 | 上涨 ×1 | |||
| VB | $13457671 | 2.60% | 56008 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $5833836 | 1.13% | 23296 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3800932 | 0.73% | 17325 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $3787074 | 0.73% | 8985 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $3568917 | 0.69% | 26576 | 上涨 ×1 | |||
| IWL | $3542914 | 0.68% | 24483 | 上涨 ×1 | |||
| SCHX | $2006395 | 0.39% | 86557 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1632177 | 0.32% | 15173 | 上涨 ×1 | |||
| SCHD | $1517358 | 0.29% | 55540 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1403485 | 0.27% | 5855 | 上涨 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1215278 | 0.23% | 5329 | 上涨 ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $1089489 | 0.21% | 16136 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $810172 | 0.16% | 4833 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $781851 | 0.15% | 4400 | 上涨 ×1 | |||
| VIG | $774096 | 0.15% | 3953 | 上涨 ×1 | |||
| WAL Western Alliance Bancorporation Common Stock (DE) | $767393 | 0.15% | 9186 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $730283 | 0.14% | 4803 | 上涨 ×1 | |||
| TGT Target Corporation Common Stock | $726139 | 0.14% | 5372 | 上涨 ×1 | |||
| FNDX | $710260 | 0.14% | 29994 | 上涨 ×1 | |||
| FNDA | $687260 | 0.13% | 23140 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $679789 | 0.13% | 3591 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $666060 | 0.13% | 2244 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $655576 | 0.13% | 1685 | 上涨 ×1 | |||
| SCHA | $583976 | 0.11% | 22582 | 上涨 ×1 | |||
| IWF | $562592 | 0.11% | 1401 | 上涨 ×1 | |||
| IWD | $526607 | 0.10% | 2845 | 上涨 ×1 | |||
| EMR Emerson Electric Company Common Stock | $468769 | 0.09% | 3783 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $453114 | 0.09% | 4006 | 上涨 ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $449459 | 0.09% | 2188 | 上涨 ×1 | |||
| SYK Stryker Corporation Common Stock | $439225 | 0.08% | 1220 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $415902 | 0.08% | 4603 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $409780 | 0.08% | 4491 | 上涨 ×1 | |||
| IWR | $372763 | 0.07% | 4217 | 上涨 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $372446 | 0.07% | 2954 | 上涨 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $367898 | 0.07% | 911 | 上涨 ×1 | |||
| V Visa Inc. | $352139 | 0.07% | 1114 | 上涨 ×1 | |||
| MRSH Marsh Common Stock | $346738 | 0.07% | 1632 | 上涨 ×1 | |||
| SPY SPY | $332099 | 0.06% | 567 | 上涨 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $329389 | 0.06% | 678 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $328868 | 0.06% | 1496 | 上涨 ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $324242 | 0.06% | 10339 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $309104 | 0.06% | 852 | 上涨 ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $296195 | 0.06% | 1021 | 上涨 ×1 | |||
| SPTM | $295608 | 0.06% | 4138 | 上涨 ×1 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $291805 | 0.06% | 2031 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $286764 | 0.06% | 561 | 上涨 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $278507 | 0.05% | 951 | 上涨 ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $254553 | 0.05% | 478 | 上涨 ×1 | |||
| BA Boeing Company (The) Common Stock | $248508 | 0.05% | 1404 | 上涨 ×1 | |||
| MMM 3M Company Common Stock | $231804 | 0.04% | 1796 | 上涨 ×1 | |||
| HPQ HP Inc. Common Stock | $231000 | 0.04% | 7079 | 上涨 ×1 | |||
| BRKB | $228906 | 0.04% | 505 | 上涨 ×1 | |||
| YUM Yum! Brands, Inc. | $228601 | 0.04% | 1704 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $215153 | 0.04% | 952 | 上涨 ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $211318 | 0.04% | 2324 | 上涨 ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $206587 | 0.04% | 3653 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IVV | $113387330 | 192613 | 21.91% |
| VOO | $94944660 | 176212 | 18.35% |
| SCHG | $63840776 | 2290663 | 12.34% |
| CGDV | $58095655 | 1647636 | 11.23% |
| VO | $35552462 | 134602 | 6.87% |
| MGV | $27109732 | 217034 | 5.24% |
| PYLD | $27041241 | 1043258 | 5.23% |
| IJR | $21130300 | 183391 | 4.08% |
| QQQM | $14231040 | 67622 | 2.75% |
| VB | $13457671 | 56008 | 2.60% |
| AAPL | $5833836 | 23296 | 1.13% |
| AMZN | $3800932 | 17325 | 0.73% |
| MSFT | $3787074 | 8985 | 0.73% |
| NVDA | $3568917 | 26576 | 0.69% |
| IWL | $3542914 | 24483 | 0.68% |