Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 63
- 較 2022 年第 3 季 +6
- 總值
- $1.04 億
- 較 2022 年第 3 季 +$339.9 萬 (+3.4%)
| 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 | 378,734 | $1,710 萬 | 16.5% | −910.0% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 505,209 | $1,343 萬 | 12.9% | −189,303−27.3% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 143,842 | $943.7 萬 | 9.1% | −649−0.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 70,396 | $802.2 萬 | 7.7% | −1,421−2.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 123,319 | $517.6 萬 | 5.0% | +84+0.1% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 171,961 | $450.2 萬 | 4.3% | +171,961 | 新進 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 114,747 | $345.0 萬 | 3.3% | +35,796+45.3% | 加碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 96,761 | $292.1 萬 | 2.8% | +5,283+5.8% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $244.2 萬 | 2.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 65,972 | $197.2 萬 | 1.9% | +4,865+8.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 39,185 | $189.0 萬 | 1.8% | −35,756−47.7% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 57,096 | $161.9 萬 | 1.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $149.8 萬 | 1.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $141.2 萬 | 1.4% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,381 | $135.2 萬 | 1.3% | −1,811−5.1% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,750 | $123.5 萬 | 1.2% | +1,993+15.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,580 | $119.8 萬 | 1.2% | −800−5.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,367 | $106.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 42,056 | $99.2 萬 | 1.0% | +42,056 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 11,160 | $99.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 10,043 | $91.9 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,153 | $91.7 萬 | 0.9% | +41+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 37,692 | $91.3 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,625 | $90.1 萬 | 0.9% | +11,625 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $89.0 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 28,233 | $89.0 萬 | 0.9% | −8,717−23.6% | 減碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 38,459 | $87.8 萬 | 0.8% | −117−0.3% | 減碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 31,653 | $86.1 萬 | 0.8% | −30,020−48.7% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,538 | $85.7 萬 | 0.8% | +9,286+100.4% | 加碼 | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 27,549 | $81.8 萬 | 0.8% | −1,631−5.6% | 減碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 25,504 | $71.6 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $68.0 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 22,919 | $61.2 萬 | 0.6% | −49,328−68.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,632 | $60.2 萬 | 0.6% | −832−15.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $59.0 萬 | 0.6% | +26,517 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,071 | $58.7 萬 | 0.6% | +3,071 | 新進 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $55.3 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 18,152 | $54.3 萬 | 0.5% | −11,655−39.1% | 減碼 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $52.9 萬 | 0.5% | +3,044+15.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,361 | $50.7 萬 | 0.5% | +5,361 | 新進 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $48.9 萬 | 0.5% | 00.0% | 不變 | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $45.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,041 | $45.4 萬 | 0.4% | +6,041 | 新進 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $43.1 萬 | 0.4% | 00.0% | 不變 | – |
| DAVAEndava plc | ADS | 5,186 | $39.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 13,204 | $37.1 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,510 | $36.6 萬 | 0.4% | −19,990−85.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $34.9 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $33.0 萬 | 0.3% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,355 | $32.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $32.3 萬 | 0.3% | −2,700−19.9% | 減碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 14,244 | $32.2 萬 | 0.3% | −14,238−50.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,808 | $29.6 萬 | 0.3% | +2,808 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $29.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J726 | RAFI STRG US ETF | 10,025 | $26.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $25.1 萬 | 0.2% | +59+5.3% | 加碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,713 | $22.4 萬 | 0.2% | −37−1.3% | 減碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 7,844 | $22.3 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $21.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。