Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Curi Wealth Management, LLC telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama Curi Wealth Management, LLC adalah Pfizer Inc. (US:PFE) , Truist Financial Corporation (US:TFC) , DuPont de Nemours, Inc. (US:DD) , Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF (US:SCHV) , and Mastercard Incorporated (US:MA) .

Curi Wealth Management, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -2.0405
0.00 0.00 -1.7084
0.00 0.00 -0.9188
0.00 0.00 -0.4726
0.00 0.00 -0.1695
0.00 0.00 -0.1299
0.00 0.00 -0.0722
0.00 0.00 -0.0549
0.00 0.00 -0.0480
0.00 0.00 -0.0467
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2024-05-15 untuk periode pelaporan 2024-03-31. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
PFE / Pfizer Inc. 0.00 -100.00 -0.0722
TFC / Truist Financial Corporation 0.00 -100.00 -0.0302
N/A / N/A (000000000) 0.00 0.0000
DD / DuPont de Nemours, Inc. 0.00 0.0000
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 0.0000
MA / Mastercard Incorporated 0.00 0.0000
CRL / Charles River Laboratories International, Inc. 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 0.0000
PECO / Phillips Edison & Company, Inc. 0.00 0.0000
CVX / Chevron Corporation 0.00 0.0000
EMR / Emerson Electric Co. 0.00 -100.00 -0.0466
TGT / Target Corporation 0.00 0.0000
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 -0.1299
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 0.0000
PG / The Procter & Gamble Company 0.00 0.0000
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 0.0000
ABBV / AbbVie Inc. 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 0.0000
ET / Energy Transfer LP - Limited Partnership 0.00 0.0000
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.00 0.0000
BRK.A / Berkshire Hathaway Inc. 0.00 0.0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.0000
FBIN / Fortune Brands Innovations, Inc. 0.00 0.0000
SPGI / S&P Global Inc. 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 0.0000
NEE / NextEra Energy, Inc. 0.00 0.0000
HON / Honeywell International Inc. 0.00 0.0000
HD / The Home Depot, Inc. 0.00 0.0000
BKNG / Booking Holdings Inc. 0.00 -100.00 -0.0480
GOOGL / Alphabet Inc. 0.00 0.0000
DUK / Duke Energy Corporation 0.00 0.0000
ACN / Accenture plc 0.00 -100.00 -0.0418
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0.00 0.0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 0.0000
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.00 0.0000
SCHW / The Charles Schwab Corporation 0.00 0.0000
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 0.0000
IQV / IQVIA Holdings Inc. 0.00 0.0000
JNJ / Johnson & Johnson 0.00 0.0000
T / AT&T Inc. 0.00 0.0000
MO / Altria Group, Inc. 0.00 0.0000
STE / STERIS plc 0.00 0.0000
PNC / The PNC Financial Services Group, Inc. 0.00 0.0000
RNST / Renasant Corporation 0.00 0.0000
CRWD / CrowdStrike Holdings, Inc. 0.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 0.0000
AMAT / Applied Materials, Inc. 0.00 -100.00 -2.0405
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF 0.00 0.0000
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 0.0000
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF 0.00 0.0000
SPY / SPDR S&P 500 ETF 0.00 -100.00 -0.9188
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 0.0000
PTC / PTC Inc. 0.00 0.0000
EW / Edwards Lifesciences Corporation 0.00 0.0000
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.00 0.0000
OMC / Omnicom Group Inc. 0.00 0.0000
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock) 0.00 0.0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.0000
AAPL / Apple Inc. 0.00 0.0000
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 0.0000
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF 0.00 0.0000
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.00 0.0000
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.0000
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 0.0000
NOW / ServiceNow, Inc. 0.00 0.0000
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 0.0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.0000
BDX / Becton, Dickinson and Company 0.00 0.0000
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF 0.00 0.0000
AMGN / Amgen Inc. 0.00 0.0000
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.00 0.0000
META / Meta Platforms, Inc. 0.00 0.0000
KO / The Coca-Cola Company 0.00 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.0000
USFD / US Foods Holding Corp. 0.00 0.0000
TSLA / Tesla, Inc. 0.00 0.0000
BX / Blackstone Inc. 0.00 0.0000
MSFT / Microsoft Corporation 0.00 0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 0.0000
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.0000
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF 0.00 0.0000
GD / General Dynamics Corporation 0.00 -100.00 -0.0337
GTHX / G1 Therapeutics, Inc. 0.00 0.0000
ITW / Illinois Tool Works Inc. 0.00 0.0000
DOV / Dover Corporation 0.00 0.0000
V / Visa Inc. 0.00 0.0000
F / Ford Motor Company 0.00 0.0000
KEYS / Keysight Technologies, Inc. 0.00 -100.00 -0.4726
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.00 0.0000
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.00 0.0000
LMT / Lockheed Martin Corporation 0.00 0.0000
PGR / The Progressive Corporation 0.00 -100.00 -0.0395
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 0.0000
CLOI / VanEck ETF Trust - VanEck CLO ETF 0.00 0.0000
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF 0.00 0.0000
KMI / Kinder Morgan, Inc. 0.00 0.0000
C.WSA / Citigroup, Inc. 0.00 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 -0.1695
COO / The Cooper Companies, Inc. 0.00 0.0000
IRM / Iron Mountain Incorporated 0.00 -100.00 -0.0405
SYY / Sysco Corporation 0.00 0.0000
BAC / Bank of America Corporation 0.00 0.0000
NVDA / NVIDIA Corporation 0.00 0.0000
MCHP / Microchip Technology Incorporated 0.00 0.0000
RTX / RTX Corporation 0.00 0.0000
DE / Deere & Company 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 0.0000
FDX / FedEx Corporation 0.00 0.0000
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 0.0000
NDSN / Nordson Corporation 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 0.0000
MBB / iShares Trust - iShares MBS ETF 0.00 0.0000
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 0.0000
ADBE / Adobe Inc. 0.00 0.0000
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.0000
CLSD / Clearside Biomedical, Inc. 0.00 0.0000
WMB / The Williams Companies, Inc. 0.00 0.0000
PSX / Phillips 66 0.00 0.0000
TJX / The TJX Companies, Inc. 0.00 0.0000
TMO / Thermo Fisher Scientific Inc. 0.00 0.0000
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 0.0000
JKHY / Jack Henry & Associates, Inc. 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 0.0000
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 0.0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 0.0000
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 0.0000
DHR / Danaher Corporation 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 0.0000
CRGEQ / Charge Enterprises, Inc. 0.00 -100.00 -0.0002
WMT / Walmart Inc. 0.00 -100.00 -0.0467
ADI / Analog Devices, Inc. 0.00 -100.00 -0.0304
GS / The Goldman Sachs Group, Inc. 0.00 -100.00 -0.0322
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 0.0000
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.00 0.0000
NOC / Northrop Grumman Corporation 0.00 0.0000
LLY / Eli Lilly and Company 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 0.0000
GOOG / Alphabet Inc. 0.00 0.0000
MCD / McDonald's Corporation 0.00 0.0000
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.00 0.0000
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.00 0.0000
SBUX / Starbucks Corporation 0.00 0.0000
NSC / Norfolk Southern Corporation 0.00 0.0000
ABT / Abbott Laboratories 0.00 0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 0.0000
CVS / CVS Health Corporation 0.00 0.0000
MS / Morgan Stanley 0.00 0.0000
DTIL / Precision BioSciences, Inc. 0.00 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.0000
PFGC / Performance Food Group Company 0.00 0.0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 -0.0549
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 -1.7084