Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 55
- 較 2021 年第 4 季 −3
- 總值
- $1.04 億
- 較 2021 年第 4 季 −$150.7 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 376,591 | $2,028 萬 | 19.6% | −7,009−1.8% | 減碼依 2 比 1 拆股換算 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 443,821 | $1,148 萬 | 11.1% | +220,088+98.4% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 142,752 | $1,083 萬 | 10.5% | −2,366−1.6% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 70,714 | $952.0 萬 | 9.2% | −945−1.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 119,660 | $574.7 萬 | 5.5% | −1,459−1.2% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 91,478 | $279.2 萬 | 2.7% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,500 | $245.8 萬 | 2.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 75,607 | $236.1 萬 | 2.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 86,213 | $226.8 萬 | 2.2% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 68,547 | $206.1 萬 | 2.0% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 20,878 | $201.0 萬 | 1.9% | −458−2.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 719 | $200.0 萬 | 1.9% | −11−1.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 68,317 | $194.2 萬 | 1.9% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 63,368 | $191.6 萬 | 1.8% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,362 | $162.7 萬 | 1.6% | −912−2.6% | 減碼依 2 比 1 拆股換算 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $159.2 萬 | 1.5% | +440+1.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 558 | $155.8 萬 | 1.5% | −4−0.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 49,616 | $155.0 萬 | 1.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 45,319 | $147.6 萬 | 1.4% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 10,992 | $145.2 萬 | 1.4% | −26−0.2% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 28,881 | $143.1 萬 | 1.4% | −4,880−14.5% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 41,593 | $125.7 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 26,035 | $105.9 萬 | 1.0% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 5,322 | $92.9 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 28,399 | $72.8 萬 | 0.7% | −1,496−5.0% | 減碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $72.1 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 23,904 | $70.9 萬 | 0.7% | +7,215+43.2% | 加碼 | – |
| DAVAEndava plc | ADS | 5,186 | $69.0 萬 | 0.7% | −2,600−33.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $61.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 11,855 | $56.1 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $53.9 萬 | 0.5% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 8,315 | $48.6 萬 | 0.5% | +852+11.4% | 加碼 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 19,202 | $46.9 萬 | 0.5% | +643+3.5% | 加碼 | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $46.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 16,157 | $40.5 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $39.0 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 12,564 | $38.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,201 | $34.7 萬 | 0.3% | +2+0.1% | 加碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $34.7 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 13,014 | $33.5 萬 | 0.3% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,355 | $32.9 萬 | 0.3% | −5,172−44.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $32.7 萬 | 0.3% | −142−3.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,118 | $32.2 萬 | 0.3% | 00.0% | 不變 | – |
| SLViShares Silver Trust | ETF | 12,260 | $28.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $27.3 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 82 | $26.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $25.5 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 5,443 | $25.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,844 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $22.2 萬 | 0.2% | +861+11.4% | 加碼 | – |
| CMCSAComcast Corp | Stock | 4,676 | $21.9 萬 | 0.2% | −212−4.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $20.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 6,290 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 5,690 | $20.1 萬 | 0.2% | +10.0% | 加碼 | – |
2021 年第 4 季之後清倉（3 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。