13FBOX
ML & R WEALTH MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

ML & R WEALTH MANAGEMENT LLC

No.4644 数据截至 2024Q2
最新持仓市值 (Q2 2024)
$4.35亿
环比变动 Q1 2024
-$40.1万-0.1%
持仓股票数
70
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
70
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2024 市值Q2 2024 股数上季度市值上季度股数股数变动操作
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
29.05%29.02%$1.26亿221.7万股$1.26亿221.7万股00.00%持仓不变
DDimensional维度·USDFUV
19.96%19.94%$8,676.5万212.1万股$8,676.5万212.1万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
10.18%10.17%$4,426.9万81.3万股$4,426.9万81.3万股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
10.09%10.08%$4,386.6万70.4万股$4,386.6万70.4万股00.00%持仓不变
DDimensional维度ETF信托DFIV
6.96%6.96%$3,026.7万82.4万股$3,026.7万82.4万股00.00%持仓不变
DDimensional维度ETF信托DFAC
5.06%5.05%$2,198.1万68.8万股$2,198.1万68.8万股00.00%持仓不变
IiShares安硕·RUSSELLIWB
3.04%3.04%$1,322.9万4.6万股$1,322.9万4.6万股00.00%持仓不变
A美国世纪ETF信托AVUS
1.13%1.13%$491.0万5.5万股$491.0万5.5万股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.02%1.02%$444.2万5.3万股$444.2万5.3万股00.00%持仓不变
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.91%0.91%$397.3万15.6万股$397.3万15.6万股00.00%持仓不变
A美国世纪ETF信托AVLV
0.9%0.9%$393.2万6.1万股$393.2万6.1万股00.00%持仓不变
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.85%0.85%$369.9万15.0万股$369.9万15.0万股00.00%持仓不变
苹果AAPL
0.82%0.82%$357.8万2.1万股$357.8万2.1万股00.00%持仓不变
DDimensional维度ETF信托DISV
0.67%0.67%$293.2万10.8万股$293.2万10.8万股00.00%持仓不变
AAvantis·U SAVUV
0.59%0.59%$255.9万2.7万股$255.9万2.7万股00.00%持仓不变
IiShares安硕·MSCI EAFE ETFEFA
0.59%0.59%$255.6万3.2万股$255.6万3.2万股00.00%持仓不变
AAvantis US Small Cap Value ETFAVDV
0.54%0.54%$235.7万3.6万股$235.7万3.6万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.47%0.47%$204.6万3,911股$204.6万3,911股00.00%持仓不变
埃克森美孚XOM
0.43%0.42%$184.9万1.6万股$184.9万1.6万股00.00%持仓不变
IiShares安硕信托IVV
0.41%0.41%$179.9万3,421股$179.9万3,421股00.00%持仓不变
微软MSFT
0.38%0.38%$163.6万3,887股$163.6万3,887股00.00%持仓不变
A美国世纪ETF信托AVSC
0.37%0.37%$162.9万3.1万股$162.9万3.1万股00.00%持仓不变
IiShares安硕信托EFV
0.33%0.32%$141.4万2.6万股$141.4万2.6万股00.00%持仓不变
DDimensional维度·US REAL ESTATE ETFDFAR
0.26%0.26%$115.0万5.1万股$115.0万5.1万股00.00%持仓不变
G通用动力VTI
0.26%0.26%$112.1万4,314股$112.1万4,314股00.00%持仓不变
V先锋领航市政债券基金VTEB
0.23%0.23%$100.9万2.0万股$100.9万2.0万股00.00%持仓不变
V先锋领航指数基金VNQ
0.22%0.22%$96.5万1.1万股$96.5万1.1万股00.00%持仓不变
IiShares安硕·RUSSELLIWM
0.21%0.21%$92.5万4,401股$92.5万4,401股00.00%持仓不变
雪佛龙CVX
0.2%0.2%$88.7万5,620股$88.7万5,620股00.00%持仓不变
V先锋领航指数基金VOO
0.2%0.2%$88.1万1,983股$88.1万1,983股00.00%持仓不变
A美国世纪ETF信托AVEM
0.18%0.18%$79.8万1.4万股$79.8万1.4万股00.00%持仓不变
摩根大通JPM
0.18%0.18%$78.2万3,903股$78.2万3,903股00.00%持仓不变
Meta平台META
0.18%0.18%$77.7万1,600股$77.7万1,600股00.00%持仓不变
VistraVST
0.16%0.16%$70.4万1.0万股$70.4万1.0万股00.00%持仓不变
诺和诺德NVO
0.14%0.14%$63.0万4,904股$63.0万4,904股00.00%持仓不变
V先锋领航债券指数基金BSV
0.14%0.14%$61.7万8,052股$61.7万8,052股00.00%持仓不变
亚马逊AMZN
0.14%0.14%$60.5万3,353股$60.5万3,353股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.13%0.13%$58.3万1.9万股$58.3万1.9万股00.00%持仓不变
强生JNJ
0.12%0.12%$53.9万3,406股$53.9万3,406股00.00%持仓不变
家得宝HD
0.12%0.12%$53.0万1,382股$53.0万1,382股00.00%持仓不变
ENTERPRISE PRODS PARTNERS LEPD
0.12%0.12%$51.7万1.8万股$51.7万1.8万股00.00%持仓不变
S嘉信·U.S. BROAD MARKET ETFSCHB
0.11%0.11%$49.3万8,068股$49.3万8,068股00.00%持仓不变
阿斯麦ASML
0.11%0.11%$46.8万482股$46.8万482股00.00%持仓不变
DDimensional维度ETF信托DFCF
0.1%0.1%$42.0万1.0万股$42.0万1.0万股00.00%持仓不变
可口可乐KO
0.1%0.1%$41.5万6,781股$41.5万6,781股00.00%持仓不变
麦当劳MCD
0.1%0.09%$41.3万1,466股$41.3万1,466股00.00%持仓不变
德州仪器TXN
0.09%0.09%$40.2万2,305股$40.2万2,305股00.00%持仓不变
南方电力SO
0.09%0.09%$38.6万5,386股$38.6万5,386股00.00%持仓不变
宝洁PG
0.09%0.09%$37.8万2,327股$37.8万2,327股00.00%持仓不变
艾伯维ABBV
0.09%0.09%$37.5万2,060股$37.5万2,060股00.00%持仓不变

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