13FBOX
TRIAD FINANCIAL ADVISORS, INC. · 13F 持仓分析
期权收益计算器 机构排行

TRIAD FINANCIAL ADVISORS, INC.

No.10298 数据截至 2023Q4
最新持仓市值 (Q4 2023)
$2.84亿
环比变动 Q3 2023
$0+0.0%
持仓股票数
98
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
98
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Q4 2023 市值Q4 2023 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
16.01%16.01%$4,546.2万173.5万股$4,546.2万173.5万股00.00%持仓不变
IiShares安硕信托IVW
13.32%13.32%$3,782.7万55.3万股$3,782.7万55.3万股00.00%持仓不变
DDimensional维度ETF信托DFSD
10.07%10.07%$2,858.8万61.6万股$2,858.8万61.6万股00.00%持仓不变
DDimensional维度ETF信托DFCF
7.52%7.52%$2,135.6万52.9万股$2,135.6万52.9万股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
5.83%5.83%$1,655.4万63.4万股$1,655.4万63.4万股00.00%持仓不变
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
4.62%4.62%$1,312.9万51.1万股$1,312.9万51.1万股00.00%持仓不变
V先锋领航债券指数基金BSV
4.26%4.26%$1,210.8万16.1万股$1,210.8万16.1万股00.00%持仓不变
DDimensional维度ETF信托DFLV
3.46%3.46%$983.6万39.6万股$983.6万39.6万股00.00%持仓不变
苹果AAPL
3.14%3.14%$891.9万5.2万股$891.9万5.2万股00.00%持仓不变
DDimensional维度ETF信托DFIC
2.74%2.74%$776.9万33.3万股$776.9万33.3万股00.00%持仓不变
DDimensional维度·USDFUV
2.47%2.47%$701.9万20.6万股$701.9万20.6万股00.00%持仓不变
DDimensional维度ETF信托DFEM
2.25%2.25%$639.9万27.5万股$639.9万27.5万股00.00%持仓不变
SSCHWAB CHARLES FAMILY FD
1.94%1.94%$550.9万550.9万股$550.9万550.9万股00.00%持仓不变
SSPDR标普500 ETFSPY
1.67%1.67%$475.3万1.1万股$475.3万1.1万股00.00%持仓不变
V先锋领航·TOTALBND
1.53%1.53%$435.2万6.2万股$435.2万6.2万股00.00%持仓不变
卡特彼勒CAT
0.89%0.89%$253.9万9,298股$253.9万9,298股00.00%持仓不变
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
0.85%0.85%$240.5万5.2万股$240.5万5.2万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.78%0.78%$222.4万4.9万股$222.4万4.9万股00.00%持仓不变
微软MSFT
0.73%0.73%$206.1万6,527股$206.1万6,527股00.00%持仓不变
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
0.68%0.68%$193.9万7,853股$193.9万7,853股00.00%持仓不变
杜克能源DUK
0.65%0.65%$185.2万2.1万股$185.2万2.1万股00.00%持仓不变
A美国世纪ETF信托AVRE
0.6%0.6%$169.9万4.5万股$169.9万4.5万股00.00%持仓不变
埃克森美孚XOM
0.52%0.52%$148.3万1.3万股$148.3万1.3万股00.00%持仓不变
DDimensional维度ETF信托DFGR
0.45%0.45%$127.7万5.7万股$127.7万5.7万股00.00%持仓不变
摩根大通JPM
0.44%0.44%$123.6万8,526股$123.6万8,526股00.00%持仓不变
V先锋领航·FTSEVEA
0.43%0.43%$121.2万2.8万股$121.2万2.8万股00.00%持仓不变
DDimensional维度ETF信托DFNM
0.41%0.41%$115.8万2.5万股$115.8万2.5万股00.00%持仓不变
宝洁PG
0.38%0.38%$109.0万7,471股$109.0万7,471股00.00%持仓不变
IiShares安硕·COREIJH
0.38%0.38%$107.1万4,296股$107.1万4,296股00.00%持仓不变
DDimensional维度ETF信托DFAU
0.37%0.37%$105.7万3.5万股$105.7万3.5万股00.00%持仓不变
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
0.36%0.36%$102.6万1.0万股$102.6万1.0万股00.00%持仓不变
百事可乐PEP
0.35%0.35%$100.3万5,920股$100.3万5,920股00.00%持仓不变
家得宝HD
0.35%0.35%$98.2万3,248股$98.2万3,248股00.00%持仓不变
IiShares安硕·RUSSELLIWB
0.34%0.34%$95.7万4,076股$95.7万4,076股00.00%持仓不变
联合健康UNH
0.32%0.32%$90.1万1,786股$90.1万1,786股00.00%持仓不变
DDimensional维度ETF信托DFEV
0.3%0.3%$84.8万3.6万股$84.8万3.6万股00.00%持仓不变
雪佛龙CVX
0.29%0.29%$83.7万4,964股$83.7万4,964股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.28%0.28%$80.7万5,193股$80.7万5,193股00.00%持仓不变
V先锋领航指数基金VUG
0.28%0.28%$79.8万2,931股$79.8万2,931股00.00%持仓不变
强生JNJ
0.26%0.26%$74.9万4,810股$74.9万4,810股00.00%持仓不变
AVANTIS INTLNGG
0.24%0.24%$69.0万1.2万股$69.0万1.2万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.23%0.23%$65.9万1,881股$65.9万1,881股00.00%持仓不变
礼来LLY
0.23%0.23%$64.2万1,196股$64.2万1,196股00.00%持仓不变
IiShares安硕信托IVV
0.22%0.22%$63.2万1,471股$63.2万1,471股00.00%持仓不变
好市多COST
0.21%0.21%$60.5万1,070股$60.5万1,070股00.00%持仓不变
V先锋领航国际股票指数基金VEU
0.2%0.2%$57.1万1.1万股$57.1万1.1万股00.00%持仓不变
星巴克SBUX
0.2%0.2%$57.0万6,240股$57.0万6,240股00.00%持仓不变
亚马逊AMZN
0.19%0.19%$55.2万4,339股$55.2万4,339股00.00%持仓不变
IiShares安硕·COREIJR
0.19%0.19%$54.6万5,786股$54.6万5,786股00.00%持仓不变
MCCORMICK & COM NON VTGMKC
0.17%0.17%$49.3万6,518股$49.3万6,518股00.00%持仓不变

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