Drucker Wealth 3.0, LLC
CIK 2031642 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- VOO5.19%
- VTI4.92%
- VYM4.51%
- AAPL3.55%
- VEA3.20%
- VTC2.94%
- VYMI2.60%
- BND2.59%
- MSFT2.39%
- VUG2.32%
Share classes counted separately34.21%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $19.54M | 5.19% | 39.07K shares | Prior unavailable — | — | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $18.52M | 4.92% | 69.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $16.98M | 4.51% | 143.16K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $13.38M | 3.55% | 63.54K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $12.06M | 3.20% | 244.09K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTCVANGUARD TOTAL CORPORATE BNDTOTAL CORP BND View history and evidence | $11.08M | 2.94% | 146.41K shares | Prior unavailable — | — | ↗▾ |
| 07 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $9.80M | 2.60% | 143.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $9.74M | 2.59% | 135.16K shares | Prior unavailable — | — | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $9.00M | 2.39% | 20.14K shares | Prior unavailable — | — | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $8.72M | 2.32% | 23.32K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2031642 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 376686798
}Research all 149 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.