Statistik Asas
Nilai Portfolio $ 54,971,478
Kedudukan Semasa 67
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Indie Asset Partners, LLC telah mendedahkan 67 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 54,971,478 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Indie Asset Partners, LLC ialah Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (US:VEU) , Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , NVIDIA Corporation (US:NVDA) , and Vanguard World Fund - Vanguard Energy ETF (US:VDE) . Kedudukan baharu Indie Asset Partners, LLC termasuk Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (US:VEU) , Dimensional ETF Trust - Dimensional International Small Cap ETF (US:DFIS) , iShares Trust - iShares U.S. Aerospace & Defense ETF (US:ITA) , Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) , and iShares Trust - iShares MSCI USA Quality Factor ETF (US:QUAL) .

Indie Asset Partners, LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.08 5.33 9.6983 9.6983
0.01 4.02 7.3058 4.3828
0.07 2.08 3.7900 3.7900
0.02 2.55 4.6387 3.2130
0.05 1.44 2.6286 2.3731
0.06 1.86 3.3914 1.8450
0.02 2.09 3.8099 1.6378
0.03 2.05 3.7266 1.5854
0.03 1.41 2.5579 1.3888
0.00 0.74 1.3476 1.3476
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.00 0.99 1.8054 -40.5910
0.00 0.71 1.2850 -0.9416
0.00 0.24 0.4303 -0.3139
0.00 0.22 0.4077 -0.1294
0.04 0.58 1.0514 -0.1206
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-08-12 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.08 5.33 9.6983 9.6983
AAPL / Apple Inc. 0.02 -39.83 4.27 -44.43 7.7728 1.1076
MSFT / Microsoft Corporation 0.01 -10.12 4.02 19.10 7.3058 4.3828
NVDA / NVIDIA Corporation 0.02 6.36 2.55 55.05 4.6387 3.2130
VDE / Vanguard World Fund - Vanguard Energy ETF 0.02 -8.99 2.09 -16.41 3.8099 1.6378
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF 0.07 2.08 3.7900 3.7900
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0.03 -18.48 2.05 -17.09 3.7266 1.5854
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.06 -10.41 1.86 4.54 3.3914 1.8450
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.06 -15.85 1.48 -20.27 2.6986 1.0862
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.05 348.39 1.44 391.16 2.6286 2.3731
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF 0.03 -14.10 1.41 4.30 2.5579 1.3888
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF 0.01 -7.42 1.31 -1.06 2.3862 1.2375
AMZN / Amazon.com, Inc. 0.01 -29.77 1.18 -19.02 2.1388 0.8802
JPM / JPMorgan Chase & Co. 0.00 -11.70 1.10 4.36 2.0058 1.0900
LLY / Eli Lilly and Company 0.00 -97.85 0.99 -97.97 1.8054 -40.5910
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.04 -4.67 0.95 5.46 1.7242 0.9455
IYT / iShares Trust - iShares U.S. Transportation ETF 0.01 -6.85 0.92 -0.32 1.6797 0.8770
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.02 -6.32 0.91 -11.88 1.6465 0.7562
GLD / SPDR Gold Trust 0.00 0.00 0.88 5.79 1.5965 0.8774
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 3.76 0.82 14.66 1.4943 0.8733
GDX / VanEck ETF Trust - VanEck Gold Miners ETF 0.01 0.00 0.77 13.20 1.4058 0.8143
SPY / SPDR S&P 500 ETF 0.00 -20.54 0.76 -12.14 1.3825 0.6319
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.00 0.74 1.3476 1.3476
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.01 -25.42 0.71 -30.82 1.2873 0.4005
META / Meta Platforms, Inc. 0.00 -78.53 0.71 -72.51 1.2850 -0.9416
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 17.92 0.67 30.41 1.2172 0.7720
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.01 -1.08 0.59 3.33 1.0723 0.5781
AESI / Atlas Energy Solutions Inc. 0.04 -42.96 0.58 -57.32 1.0514 -0.1206
BRK.B / Berkshire Hathaway Inc. 0.00 -3.38 0.55 -11.92 1.0092 0.4635
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 2.99 0.52 13.91 0.9540 0.5548
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.01 0.50 0.9080 0.9080
DNP / DNP Select Income Fund Inc. 0.04 -6.25 0.44 -7.17 0.8014 0.3899
MPC / Marathon Petroleum Corporation 0.00 -1.89 0.43 11.66 0.7857 0.4510
TPL / Texas Pacific Land Corporation 0.00 -17.89 0.41 -34.66 0.7495 0.2039
V / Visa Inc. 0.00 -7.17 0.41 -5.76 0.7441 0.3671
TSLA / Tesla, Inc. 0.00 -6.01 0.40 15.19 0.7322 0.4293
MCD / McDonald's Corporation 0.00 -40.42 0.40 -44.29 0.7192 0.1042
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.34 0.6197 0.6197
SCI / Service Corporation International 0.00 0.00 0.34 1.50 0.6161 0.3269
GOOGL / Alphabet Inc. 0.00 -52.89 0.34 -46.40 0.6107 0.0687
COST / Costco Wholesale Corporation 0.00 -24.94 0.33 -21.46 0.6069 0.2388
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 17.22 0.33 24.91 0.6022 0.3719
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 0.32 0.5804 0.5804
CEF / Sprott Physical Gold and Silver Trust 0.01 -28.95 0.32 -24.64 0.5787 0.2124
AMT / American Tower Corporation 0.00 -3.26 0.30 -1.95 0.5488 0.2827
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -16.03 0.30 -11.28 0.5443 0.2516
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 3.08 0.29 13.73 0.5285 0.3071
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 -6.92 0.29 -10.62 0.5207 0.2432
NEE / NextEra Energy, Inc. 0.00 -13.72 0.28 -15.64 0.5017 0.2187
CVX / Chevron Corporation 0.00 -15.69 0.27 -27.97 0.4982 0.1692
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.27 0.4890 0.4890
GE / General Electric Company 0.00 -11.94 0.25 13.24 0.4523 0.2620
MO / Altria Group, Inc. 0.00 -38.81 0.25 -40.24 0.4516 0.0916
CGUS / Capital Group Core Equity ETF 0.01 -1.47 0.25 9.29 0.4494 0.2528
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 0.00 0.00 0.25 9.33 0.4478 0.2522
WRB / W. R. Berkley Corporation 0.00 0.00 0.24 3.45 0.4374 0.2355
NOC / Northrop Grumman Corporation 0.00 -9.52 0.24 -11.57 0.4320 0.1990
XOM / Exxon Mobil Corporation 0.00 -69.61 0.24 -72.49 0.4303 -0.3139
LMT / Lockheed Martin Corporation 0.00 -25.88 0.23 -23.28 0.4272 0.1623
FITB / Fifth Third Bancorp 0.01 0.23 0.4150 0.4150
KO / The Coca-Cola Company 0.00 -63.38 0.22 -63.81 0.4077 -0.1294
TFPM / Triple Flag Precious Metals Corp. 0.01 0.22 0.3965 0.3965
T / AT&T Inc. 0.01 -12.04 0.20 -10.18 0.3704 0.1743
BSM / Black Stone Minerals, L.P. - Limited Partnership 0.02 -1.27 0.20 -15.48 0.3688 0.1610
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.00 0.20 0.3648 0.3648
KEY / KeyCorp 0.01 -8.68 0.17 -0.57 0.3169 0.1651
AREC / American Resources Corporation 0.03 0.00 0.02 81.82 0.0377 0.0275
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.00 -100.00 0.00 0.0000
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF 0.00 -100.00 0.00 0.0000
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 -100.00 0.00 0.0000
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.00 -100.00 0.00 0.0000
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 -100.00 0.00 0.0000
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.00 -100.00 0.00 0.0000
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.00 -100.00 0.00 0.0000
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
GOOG / Alphabet Inc. 0.00 -100.00 0.00 0.0000
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF 0.00 -100.00 0.00 0.0000
MPW / Medical Properties Trust, Inc. 0.00 -100.00 0.00 0.0000
FAST / Fastenal Company 0.00 -100.00 0.00 0.0000
CAT / Caterpillar Inc. 0.00 -100.00 0.00 0.0000
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF 0.00 -100.00 0.00 0.0000
HD / The Home Depot, Inc. 0.00 -100.00 0.00 0.0000
WMT / Walmart Inc. 0.00 -100.00 0.00 0.0000
QCOM / QUALCOMM Incorporated 0.00 -100.00 0.00 0.0000
JNJ / Johnson & Johnson 0.00 -100.00 0.00 0.0000
ELV / Elevance Health, Inc. 0.00 -100.00 0.00 0.0000
BAC / Bank of America Corporation 0.00 -100.00 0.00 0.0000
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.00 -100.00 0.00 0.0000
CMI / Cummins Inc. 0.00 -100.00 0.00 0.0000
LRCX / Lam Research Corporation 0.00 -100.00 0.00 0.0000
AVGO / Broadcom Inc. 0.00 -100.00 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 0.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 -100.00 0.00 0.0000
AMGN / Amgen Inc. 0.00 -100.00 0.00 0.0000
SHOP / Shopify Inc. 0.00 -100.00 0.00 0.0000
DHDG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF 0.00 -100.00 0.00 0.0000
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.00 -100.00 0.00 0.0000
ABBV / AbbVie Inc. 0.00 -100.00 0.00 0.0000
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.00 -100.00 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 -100.00 0.00 0.0000
LIN / Linde plc 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF 0.00 -100.00 0.00 0.0000
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.00 -100.00 0.00 0.0000
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.00 -100.00 0.00 0.0000
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -100.00 0.00 0.0000