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Midwest Financial Partners Investments, Inc.

报告期 2026-03-31 · CIK 0001968851

持仓数

76

前50大市值合计

$180.6M

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*

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$21.8M

455,947

12.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$20.3M

103,659

11.3%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$13.6M

251,169

7.5%

FTMN PUTNAM ETF TRUST

FRANKLIN MINNESO

$12.7M

1,453,336

7.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$12.1M

20,259

6.7%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$11.6M

468,525

6.4%

ARKF ARK ETF TR

BLOCKCHAIN & FIN

$7.1M

186,264

3.9%

ESGU ISHARES TR

ESG AWR MSCI USA

$6.0M

42,544

3.3%

AAPL APPLE INC

COM

$6.0M

23,454

3.3%

ARKG ARK ETF TR

GENOMIC REV ETF

$5.5M

209,416

3.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.2M

81,829

2.9%

MSFT MICROSOFT CORP

COM

$4.6M

12,476

2.6%

VB VANGUARD INDEX FDS

SMALL CP ETF

$4.1M

15,758

2.3%

ESGD ISHARES TR

ESG AW MSCI EAFE

$4.0M

42,132

2.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$3.4M

33,526

1.9%

NVDA NVIDIA CORPORATION

COM

$3.1M

17,606

1.7%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$2.8M

18,886

1.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.6M

6,016

1.5%

CRBN ISHARES TR

LOW CARBON OPTIM

$2.5M

11,394

1.4%

ESML ISHARES TR

ESG AWARE MSCI

$2.1M

43,881

1.1%

EAGG ISHARES TR

ESG AWR US AGRGT

$2.0M

41,596

1.1%

TECH BIO-TECHNE CORP

COM

$2.0M

37,613

1.1%

ESGE ISHARES INC

ESG AWR MSCI EM

$1.9M

41,432

1.0%

IBAT ISHARES TR

ENERGY STRG & MA

$1.9M

55,025

1.0%

ZAP GLOBAL X FDS

U S ELECTRIFICAT

$1.8M

54,946

1.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.8M

6,132

1.0%

NUKZ EXCHANGE TRADED CONCEPTS TRU

RANGE NUCLEAR RE

$1.7M

26,211

1.0%

SUSC ISHARES TR

ESG AWRE USD ETF

$1.6M

67,772

0.9%

HON HONEYWELL INTL INC

COM

$1.3M

5,931

0.7%

GOOG ALPHABET INC

CAP STK CL C

$1.2M

4,156

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$959.9K

1,476

0.5%

HEI HEICO CORP NEW

COM

$954.2K

3,480

0.5%

BGRN ISHARES TR

USD GRN BOND ETF

$902.1K

19,003

0.5%

AMGN AMGEN INC

COM

$825.4K

2,346

0.5%

HEI/A HEICO CORP NEW

CL A

$725.7K

3,438

0.4%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$718.1K

1

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$709.7K

2,468

0.4%

MMM 3M CO

COM

$699.9K

4,819

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$577.1K

1,000

0.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$556.3K

11,150

0.3%

DE DEERE & CO

COM

$534.6K

949

0.3%

JPM JPMORGAN CHASE & CO

COM

$532.1K

1,809

0.3%

ILCG ISHARES TR

MORNINGSTAR GRWT

$525.6K

5,505

0.3%

AVGO BROADCOM INC

COM

$510.4K

1,649

0.3%

SUSB ISHARES TR

ESG AWRE 1 5 YR

$506.8K

20,220

0.3%

AMZN AMAZON COM INC

COM

$466.9K

2,242

0.3%

ILMN ILLUMINA INC

COM

$449.8K

3,649

0.2%

BSX BOSTON SCIENTIFIC CORP

COM

$444.3K

7,080

0.2%

UNH UNITEDHEALTH GROUP INC

COM

$420.5K

1,554

0.2%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$418.9K

7,035

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

51%前 6 大占比

JPIB12.1%VTV11.3%VWO7.5%FTMN7.0%VOO6.7%FLMI6.4%

Midwest Financial Partners Investments, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心