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

Inlight Wealth Management, LLC

报告期 2026-03-31 · CIK 0001731795

持仓数

50

前50大市值合计

$270.1M

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*

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$40.8M

636,976

15.1%

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

ETF

$24.7M

332,827

9.1%

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

ETF

$22.2M

115,635

8.2%

IJR ISHARES CORE S&P SMALL CAP ETF

ETF

$21.7M

200,446

8.0%

COWZ PACER US CASH COWS 100 ETF

ETF

$18.0M

286,992

6.6%

VTV VANGUARD VALUE ETF

ETF

$17.5M

89,265

6.5%

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF

ETF

$15.0M

323,714

5.5%

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF

ETF

$10.9M

238,347

4.0%

VBR VANGUARD SMALL CAP VALUE ETF

ETF

$10.2M

46,971

3.8%

VOE VANGUARD MID-CAP VALUE ETF

ETF

$10.0M

54,009

3.7%

IJH ISHARES CORE S&P MID-CAP ETF

ETF

$8.1M

119,255

3.0%

IWS ISHARES RUSSELL MID-CAP VALUE ETF

ETF

$7.9M

54,103

2.9%

T AT&T INC

Stock

$7.5M

432,223

2.8%

VOD VODAFONE GROUP PLC SPONSORED ADR

ADR

$6.7M

449,081

2.5%

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF

ETF

$6.6M

84,376

2.5%

VZ VERIZON COMMUNICATIONS INC

Stock

$6.4M

128,203

2.4%

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

ETF

$4.3M

70,733

1.6%

BP BP PLC ADR

ADR

$3.4M

73,227

1.3%

CALF PACER US SMALL CAP CASH COWS ETF

ETF

$3.3M

73,787

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$3.2M

6,695

1.2%

PFE PFIZER INC COM

Stock

$2.8M

98,685

1.0%

CVS CVS HEALTH CORP COM

Stock

$2.4M

32,929

0.9%

BILL BILL HOLDINGS INC COM

Stock

$2.3M

59,019

0.8%

MTCH MATCH GROUP INC NEW COM

Stock

$2.0M

63,877

0.7%

SIRI SIRIUSXM HOLDINGS INC COMMON STOCK

Stock

$1.9M

83,091

0.7%

FRSH FRESHWORKS INC CLASS A COM

Stock

$1.8M

220,172

0.7%

AMPY AMPLIFY ENERGY CORP NEW COM

Stock

$1.7M

273,034

0.6%

VGSH VANGUARD SHORT-TERM TREASURY ETF

ETF

$904.9K

15,457

0.3%

AAPL APPLE INC COM

Stock

$573.9K

2,261

0.2%

VWO VANGUARD FTSE EMERGING MARKETS ETF

ETF

$412.1K

69,987

0.2%

GOOG ALPHABET INC CAP STK CL C

Stock

$403.7K

1,407

0.1%

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF

ETF

$350.9K

5,892

0.1%

SLV ISHARES SILVER TRUST

ETF

$346.6K

5,087

0.1%

SCHP SCHWAB US TIPS ETF

ETF

$342.4K

12,868

0.1%

CEF SPROTT PHYSICAL GOLD & SILVER TRUST

CEF

$341.5K

7,156

0.1%

STIP ISHARES 0-5 YEAR TIPS BOND ETF

ETF

$327.8K

3,169

0.1%

FXE INVESCO CURRENCYSHARES EURO TRUST

ETF

$320.3K

3,002

0.1%

HD HOME DEPOT INC COM

Stock

$279.6K

850

0.1%

NVDA NVIDIA CORPORATION COM

Stock

$278.4K

1,596

0.1%

MSFT MICROSOFT CORP COM

Stock

$263.3K

711

0.1%

— EXXON MOBIL CORP COM

Stock

$239.9K

1,414

0.1%

SCHX SCHWAB U.S. LARGE-CAP ETF

ETF

$239.0K

9,322

0.1%

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF

ETF

$229.8K

1,940

0.1%

VOO VANGUARD S&P 500 ETF

ETF

$223.7K

374

0.1%

IEFA ISHARES CORE MSCI EAFE ETF

ETF

$215.7K

2,383

0.1%

WK WORKIVA INC COM CL A

Stock

$215.1K

3,607

0.1%

IVW ISHARES S&P 500 GROWTH ETF

ETF

$210.9K

210,897

0.1%

IVE ISHARES S&P 500 VALUE ETF

ETF

$200.3K

179,293

0.1%

VGK VANGUARD FTSE EUROPE ETF

ETF

$67.7K

67,702

0.0%

WBD WARNER BROS DISCOVERY INC COM SER A

Stock

$30.8K

12,409

0.0%

* 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

54%前 6 大占比

VEA15.1%ISHG9.1%RSP8.2%IJR8.0%COWZ6.6%VTV6.5%