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

Kaydan Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001964532

持仓数

109

前50大市值合计

$276.0M

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*

VTV VANGUARD INDEX FDS

VALUE ETF

$32.6M

166,010

11.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$28.4M

443,433

10.3%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$25.1M

419,546

9.1%

IEF ISHARES TR

7-10 YR TRSY BD

$18.5M

193,841

6.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$18.4M

95,868

6.7%

IAU ISHARES GOLD TR

ISHARES NEW

$15.7M

177,975

5.7%

SH PROSHARES TR

SHORT S&P 500 NE

$14.7M

387,723

5.3%

ITOT ISHARES TR

CORE S&P TTL STK

$14.7M

103,145

5.3%

TLT ISHARES TR

20 YR TR BD ETF

$12.9M

148,381

4.7%

FTA FIRST TR EXCHANGE-TRADED ALP

COM SHS

$8.2M

88,824

3.0%

IJH ISHARES TR

CORE S&P MCP ETF

$6.4M

95,438

2.3%

OEF ISHARES TR

S&P 100 ETF

$5.9M

18,659

2.2%

IEFA ISHARES TR

CORE MSCI EAFE

$5.3M

58,426

1.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$5.2M

16,130

1.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$4.2M

16,973

1.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$4.2M

19,475

1.5%

IVV ISHARES TR

CORE S&P500 ETF

$4.2M

6,383

1.5%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$4.0M

86,042

1.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.9M

8,866

1.4%

RJF RAYMOND JAMES FINL INC

COM

$3.1M

21,175

1.1%

TDIV FIRST TR EXCHANGE TRADED FD

NASD TECH DIV

$2.8M

29,973

1.0%

AAPL APPLE INC

COM

$2.6M

10,416

1.0%

DVY ISHARES TR

SELECT DIVID ETF

$2.5M

16,197

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.3M

20,458

0.8%

MSFT MICROSOFT CORP

COM

$2.0M

5,444

0.7%

SYK STRYKER CORPORATION

COM

$1.9M

5,679

0.7%

FNX FIRST TR EXCHANGE-TRADED ALP

COM SHS

$1.5M

11,991

0.6%

IYY ISHARES TR

DOW JONES US ETF

$1.5M

9,273

0.5%

USMV ISHARES TR

MSCI USA MIN VOL

$1.4M

15,429

0.5%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$1.3M

19,612

0.5%

IYW ISHARES TR

U.S. TECH ETF

$1.3M

7,185

0.5%

FEX FIRST TR EXCHANGE-TRADED ALP

COM SHS

$1.3M

10,629

0.5%

GM GENERAL MTRS CO

COM

$1.3M

16,875

0.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.3M

16,260

0.5%

JPM JPMORGAN CHASE & CO

COM

$1.2M

4,193

0.4%

OSK OSHKOSH CORP

COM

$1.2M

7,988

0.4%

CAT CATERPILLAR INC

COM

$1.2M

1,643

0.4%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.2M

8,702

0.4%

DON WISDOMTREE TR

US MIDCAP DIVID

$1.0M

19,587

0.4%

PRF INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF

$1.0M

21,505

0.4%

DE DEERE & CO

COM

$1.0M

1,778

0.4%

DBAW DBX ETF TR

XTRACK MSCI ALL

$999.7K

23,417

0.4%

QDEF FLEXSHARES TR

QLT DIV DEF IDX

$920.2K

11,528

0.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$879.7K

2,063

0.3%

IEMG ISHARES INC

CORE MSCI EMKT

$856.4K

12,278

0.3%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$851.7K

8,808

0.3%

WMT WALMART INC

COM

$842.1K

6,776

0.3%

— EXXON MOBIL CORP

COM

$807.1K

4,757

0.3%

LRGF ISHARES TR

U S EQUITY FACTR

$793.5K

12,023

0.3%

JNJ JOHNSON & JOHNSON

COM

$778.1K

3,183

0.3%

* 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

50%前 6 大占比

VTV11.8%VEA10.3%FTSM9.1%IEF6.7%RSP6.7%IAU5.7%