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Iron Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Iron Financial, LLC

报告期 2026-03-31 · CIK 0001595509

持仓数

145

前50大市值合计

$193.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CME CME GROUP INC

COM

$17.2M

58,308

8.9%

AAPL APPLE INC

COM

$16.1M

63,508

8.3%

ISTB ISHARES TR

CORE 1 5 YR USD

$16.0M

330,572

8.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$11.5M

35,712

5.9%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$10.2M

128,815

5.3%

SCHY SCHWAB STRATEGIC TR

INTERNL DIVID

$9.8M

310,328

5.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$8.4M

12,952

4.4%

HTRB HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF

$8.3M

246,151

4.3%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$5.8M

117,711

3.0%

ACWV ISHARES INC

MSCI GBL MIN VOL

$5.8M

48,447

3.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$5.3M

172,937

2.7%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$5.1M

193,500

2.7%

ICSH ISHARES TR

ULTRA SHORT DUR

$5.0M

99,688

2.6%

IBDR ISHARES TR

IBONDS DEC2026

$3.7M

153,813

1.9%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$3.6M

120,154

1.9%

NEAR ISHARES U S ETF TR

SHORT DURATION B

$3.5M

69,556

1.8%

VSDM VANGUARD MUN BD FDS

SHORT TAX EXEMPT

$3.5M

45,262

1.8%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$3.3M

33,821

1.7%

NVDA NVIDIA CORPORATION

COM

$3.2M

18,148

1.6%

CBOE CBOE GLOBAL MKTS INC

COM

$2.9M

10,376

1.5%

AMZN AMAZON COM INC

COM

$2.9M

13,947

1.5%

FTMS PUTNAM ETF TRUST

FRANKLIN SHT TRM

$2.8M

287,616

1.5%

JPM JPMORGAN CHASE & CO

COM

$2.7M

9,203

1.4%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$2.6M

43,671

1.3%

MSFT MICROSOFT CORP

COM

$2.5M

6,806

1.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$2.0M

43,807

1.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.0M

9,216

1.0%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$1.8M

39,465

0.9%

DIVB ISHARES TR

CORE DIVID ETF

$1.7M

32,249

0.9%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.6M

21,271

0.8%

JNJ JOHNSON & JOHNSON

COM

$1.4M

5,834

0.7%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$1.4M

30,260

0.7%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$1.4M

27,954

0.7%

— EXXON MOBIL CORP

COM

$1.4M

8,283

0.7%

JPLD J P MORGAN EXCHANGE TRADED F

JPMORGAM LTD DUR

$1.3M

25,834

0.7%

WMT WALMART INC

COM

$1.3M

10,515

0.7%

META META PLATFORMS INC

CL A

$1.2M

2,067

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$1.2M

4,009

0.6%

OXY OCCIDENTAL PETE CORP

COM

$1.1M

16,715

0.6%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$1.1M

17,538

0.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.0M

1,808

0.5%

USMV ISHARES TR

MSCI USA MIN VOL

$1.0M

11,238

0.5%

CIEN CIENA CORP

COM NEW

$1.0M

2,617

0.5%

CRWD CROWDSTRIKE HLDGS INC

CL A

$971.3K

2,488

0.5%

TJX TJX COS INC NEW

COM

$943.2K

5,906

0.5%

ADSK AUTODESK INC

COM

$921.2K

3,848

0.5%

EXE EXPAND ENERGY CORPORATION

COM

$911.9K

8,307

0.5%

PG PROCTER & GAMBLE CO

COM

$898.7K

6,222

0.5%

PM PHILIP MORRIS INTL INC

COM

$873.4K

5,282

0.5%

FE FIRSTENERGY CORP

COM

$859.3K

16,963

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

CME8.9%AAPL8.3%ISTB8.3%VTI5.9%SPTM5.3%SCHY5.1%