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

Cedar Wealth Management, LLC

报告期 2026-03-31 · CIK 0001665642

持仓数

89

前50大市值合计

$331.0M

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*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$64.5M

201,060

19.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$44.1M

1,437,761

13.3%

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$31.8M

582,044

9.6%

IDHQ INVESCO EXCH TRADED FD TR II

S&P INTL QULTY

$29.1M

821,923

8.8%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$22.7M

202,272

6.9%

SPGP INVESCO EXCHANGE TRADED FD T

S&P 500 GARP ETF

$13.2M

122,786

4.0%

SGOV ISHARES TR

0-3 MNTH TREASRY

$12.4M

122,928

3.7%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$11.7M

302,298

3.5%

PM PHILIP MORRIS INTL INC

COM

$11.6M

70,094

3.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$9.3M

15,519

2.8%

IWV ISHARES TR

RUSSELL 3000 ETF

$7.8M

21,171

2.4%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$7.5M

99,671

2.3%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$5.5M

66,596

1.7%

MO ALTRIA GROUP INC

COM

$5.4M

81,649

1.6%

GOOGL ALPHABET INC

CAP STK CL A

$4.6M

15,859

1.4%

AMZN AMAZON COM INC

COM

$3.4M

16,402

1.0%

NVDA NVIDIA CORPORATION

COM

$3.0M

17,415

0.9%

AAPL APPLE INC

COM

$3.0M

11,856

0.9%

CLOZ SERIES PORTFOLIOS TR

ELDRIDGE BBB B

$3.0M

115,781

0.9%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$2.7M

48,873

0.8%

MDLZ MONDELEZ INTL INC

CL A

$2.4M

42,218

0.7%

ICLO INVESCO ACTIVELY MANAGED EXC

AAA CLO FLTNG RT

$2.4M

93,809

0.7%

EWJ ISHARES INC

MSCI JAPAN ETF

$2.2M

26,231

0.7%

GARP ISHARES TR

MSCI USA QUALITY

$2.0M

31,929

0.6%

META META PLATFORMS INC

CL A

$1.9M

3,256

0.6%

MSFT MICROSOFT CORP

COM

$1.7M

4,679

0.5%

OEF ISHARES TR

S&P 100 ETF

$1.5M

4,784

0.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.5M

2,565

0.4%

IAU ISHARES GOLD TR

ISHARES NEW

$1.2M

13,365

0.4%

USB US BANCORP

COM NEW

$1.2M

22,553

0.4%

WES WESTERN MIDSTREAM PARTNERS L

COM UNIT LP INT

$1.1M

27,702

0.3%

— TRANSOCEAN LTD

REGISTERED SHS

$1.1M

171,874

0.3%

EWC ISHARES INC

MSCI CDA ETF

$1.1M

20,666

0.3%

HEFA ISHARES TR

HDG MSCI EAFE

$1.1M

24,812

0.3%

NFLX NETFLIX INC.

COM

$1.0M

10,814

0.3%

EEM ISHARES TR

MSCI EMG MKT ETF

$930.2K

16,379

0.3%

NG NOVAGOLD RESOURCES INC

COM NEW

$903.1K

100,570

0.3%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$890.4K

4,639

0.3%

NEM NEWMONT CORP

COM

$842.8K

7,786

0.3%

— ASML HLDG NV

N Y REGISTRY SHS

$801.7K

607

0.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$792.9K

3,197

0.2%

QDF FLEXSHARES TR

QUALT DIVD IDX

$788.3K

9,967

0.2%

QDEF FLEXSHARES TR

QLT DIV DEF IDX

$764.4K

9,576

0.2%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$733.8K

6,690

0.2%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$710.6K

4,798

0.2%

TLT ISHARES TR

20 YR TR BD ETF

$667.3K

7,698

0.2%

RH RH

COM

$638.8K

4,569

0.2%

FCX FREEPORT MCMORAN INC

CL B

$611.6K

10,405

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$580.8K

1,212

0.2%

EWZ ISHARES INC

MSCI BRAZIL ETF

$557.4K

14,519

0.2%

* 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

62%前 6 大占比

VTI19.5%SCHD13.3%XLG9.6%IDHQ8.8%ESGV6.9%SPGP4.0%