Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/8 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 67
- 較 2023 年第 2 季 −2
- 總值
- $1.16 億
- 較 2023 年第 2 季 −$417.6 萬 (−3.5%)
| 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 | 353,018 | $1,786 萬 | 15.5% | −12,031−3.3% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 367,788 | $945.2 萬 | 8.2% | +19,755+5.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 132,470 | $896.6 萬 | 7.8% | −4,763−3.5% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 64,946 | $855.9 萬 | 7.4% | −1,774−2.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 94,778 | $661.4 萬 | 5.7% | +2,348+2.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 132,390 | $578.8 萬 | 5.0% | +130+0.1% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 100,864 | $342.5 萬 | 3.0% | −13,883−12.1% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 96,761 | $319.9 萬 | 2.8% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $270.5 萬 | 2.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,711 | $245.2 萬 | 2.1% | +1,382+31.9% | 加碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 64,887 | $210.0 萬 | 1.8% | −310−0.5% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 66,612 | $206.8 萬 | 1.8% | +15,267+29.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,580 | $177.7 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 59,059 | $174.3 萬 | 1.5% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 36,011 | $172.5 萬 | 1.5% | −1,347−3.6% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $171.2 萬 | 1.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $167.2 萬 | 1.4% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,598 | $167.0 萬 | 1.4% | +4,617+24.3% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 55,274 | $146.3 萬 | 1.3% | +4,542+9.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,381 | $145.1 萬 | 1.3% | +2,149+16.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,817 | $145.0 萬 | 1.3% | +1,425+32.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 31,325 | $129.7 萬 | 1.1% | −919−2.9% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 50,285 | $128.4 萬 | 1.1% | +584+1.2% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 13,892 | $119.9 萬 | 1.0% | −203−1.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 8,680 | $114.4 萬 | 1.0% | −60−0.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 10,227 | $112.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,156 | $110.7 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $99.7 萬 | 0.9% | +38,910 | 新進 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $98.9 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,265 | $96.6 萬 | 0.8% | +38+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 36,081 | $96.5 萬 | 0.8% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,207 | $94.9 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 37,222 | $93.1 萬 | 0.8% | −470−1.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,739 | $89.2 萬 | 0.8% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,633 | $79.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 28,603 | $78.3 萬 | 0.7% | −3,050−9.6% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $77.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $66.0 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 15,620 | $65.3 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,073 | $65.3 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $59.5 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $58.4 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $53.1 萬 | 0.5% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,377 | $52.1 萬 | 0.5% | −19,582−65.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $50.1 萬 | 0.4% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,223 | $46.8 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $46.0 萬 | 0.4% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,842 | $44.8 萬 | 0.4% | +12+0.1% | 加碼 | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 10,700 | $43.1 萬 | 0.4% | −12,250−53.4% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,308 | $39.3 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 14,975 | $36.2 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $34.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $32.1 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 10,287 | $31.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $30.6 萬 | 0.3% | 00.0% | 不變 | – |
| DAVAEndava plc | ADS | 5,186 | $29.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $27.2 萬 | 0.2% | −548−22.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,620 | $26.9 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,103 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,384 | $22.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,065 | $21.2 萬 | 0.2% | −193−8.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,368 | $20.9 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $20.6 萬 | 0.2% | −388−4.6% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,062 | $20.5 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 6,155 | $20.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（3 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,015 | $98.4 萬 | 0.8% | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 9,924 | $20.4 萬 | 0.2% | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,428 | $20.3 萬 | 0.2% | – |