本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
FIAT WEALTH MANAGEMENT LLC (CIK 2012153) reported $7.9M across 13 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: UNH ($2.2M, 28.16%), VIG ($981,968, 12.42%), IVV ($968,920, 12.26%), TDSC ($761,905, 9.64%), MSFT ($620,466, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 28.16% | 4,227 | New |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $981,968 | 12.42% | 5,763 | New |
| 3 | IVV | ISHARES TR | $968,920 | 12.26% | 2,029 | New |
| 4 | TDSC | EXCHANGE LISTED FDS TR | $761,905 | 9.64% | 32,728 | New |
| 5 | MSFT | MICROSOFT CORP | $620,466 | 7.85% | 1,650 | New |
| 6 | AAPL | APPLE INC | $501,541 | 6.35% | 2,605 | New |
| 7 | AMZN | AMAZON COM INC | $425,888 | 5.39% | 2,803 | New |
| 8 | V | VISA INC | $418,643 | 5.30% | 1,608 | New |
| 9 | SPY | SPDR S&P 500 ETF TR | $315,131 | 3.99% | 663 | New |
| 10 | DNL | WISDOMTREE TR | $210,139 | 2.66% | 5,681 | New |
| 11 | VUG | VANGUARD INDEX FDS | $209,844 | 2.66% | 675 | New |
| 12 | AESRXXXX | TWO RDS SHARED TR | $152,808 | 1.93% | 11,065 | New |
| 13 | RPHS | TWO RDS SHARED TR | $110,593 | 1.40% | 12,433 | New |
来源：SEC 13F 申报文件 · 截至 2023-12-31