Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 64
- 較 2022 年第 4 季 +1
- 總值
- $1.00 億
- 較 2022 年第 4 季 −$336.8 萬 (−3.2%)
| 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 | 375,944 | $1,818 萬 | 18.1% | −2,790−0.7% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 380,954 | $1,016 萬 | 10.1% | +208,993+121.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 142,112 | $964.2 萬 | 9.6% | −1,730−1.2% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 68,552 | $850.5 萬 | 8.5% | −1,844−2.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 125,444 | $566.6 萬 | 5.6% | +2,125+1.7% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 114,747 | $362.9 萬 | 3.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 96,761 | $307.7 萬 | 3.1% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $256.1 萬 | 2.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 65,972 | $207.5 萬 | 2.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 38,475 | $187.7 萬 | 1.9% | −710−1.8% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $157.6 萬 | 1.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $157.0 萬 | 1.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 51,345 | $151.5 萬 | 1.5% | −5,751−10.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,097 | $146.2 萬 | 1.5% | +517+3.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,266 | $139.5 萬 | 1.4% | −115−0.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,493 | $135.8 萬 | 1.4% | −257−1.7% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 49,085 | $129.2 萬 | 1.3% | +49,085 | 新進 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 44,265 | $110.4 萬 | 1.1% | +2,209+5.3% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 10,367 | $108.1 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $95.0 萬 | 0.9% | +6,800+26.7% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,190 | $94.4 萬 | 0.9% | +37+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 37,692 | $93.4 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,625 | $93.3 萬 | 0.9% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 8,740 | $90.9 萬 | 0.9% | −2,420−21.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 38,459 | $89.8 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 31,653 | $89.2 萬 | 0.9% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,538 | $87.0 萬 | 0.9% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 10,370 | $86.0 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,077 | $83.7 萬 | 0.8% | +445+9.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 26,886 | $71.5 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,140 | $69.0 萬 | 0.7% | +1,779+33.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,072 | $62.7 萬 | 0.6% | +10.0% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $62.3 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $61.4 萬 | 0.6% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,945 | $58.1 萬 | 0.6% | +7,945 | 新進 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $56.1 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $54.3 萬 | 0.5% | −3,850−16.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,152 | $49.4 萬 | 0.5% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,818 | $47.4 萬 | 0.5% | +20,818 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,041 | $46.1 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $45.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 971 | $39.9 萬 | 0.4% | +971 | 新進 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 13,204 | $38.1 萬 | 0.4% | 00.0% | 不變 | – |
| WSFSWSFS Financial Corp | COM | 10,027 | $37.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,308 | $37.6 萬 | 0.4% | −16,925−59.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,470 | $35.7 萬 | 0.4% | 00.0% | 不變 | – |
| DAVAEndava plc | ADS | 5,186 | $34.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $34.6 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $33.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $31.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,808 | $30.3 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 10,287 | $30.1 萬 | 0.3% | +2,443+31.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $29.4 萬 | 0.3% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 7,179 | $29.3 萬 | 0.3% | +824+13.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,969 | $27.1 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,245 | $24.6 萬 | 0.2% | +2,245 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 969 | $24.2 萬 | 0.2% | +969 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,202 | $23.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,258 | $23.6 萬 | 0.2% | −1,252−35.7% | 減碼 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,722 | $22.6 萬 | 0.2% | +9+0.3% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 9,880 | $22.4 萬 | 0.2% | −4,364−30.6% | 減碼 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,398 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（5 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 505,209 | $1,343 萬 | 12.9% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 10,043 | $91.9 萬 | 0.9% | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 27,549 | $81.8 萬 | 0.8% | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 18,152 | $54.3 萬 | 0.5% | – |
| Invesco Exch TRD SLF Idx FD46138J726 | RAFI STRG US ETF | 10,025 | $26.9 萬 | 0.3% | – |