Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/5 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 70
- 較 2023 年第 3 季 +3
- 總值
- $1.30 億
- 較 2023 年第 3 季 +$1,428 萬 (+12.4%)
| 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 | 329,685 | $1,859 萬 | 14.3% | −23,333−6.6% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 381,264 | $1,032 萬 | 8.0% | +13,476+3.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 122,239 | $920.7 萬 | 7.1% | −10,231−7.7% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 61,494 | $904.8 萬 | 7.0% | −3,452−5.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 104,939 | $771.8 萬 | 5.9% | +10,161+10.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 134,658 | $645.0 萬 | 5.0% | +2,268+1.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,054 | $432.4 萬 | 3.3% | +3,343+58.5% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 100,823 | $364.2 萬 | 2.8% | −410.0% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 95,969 | $330.5 萬 | 2.5% | −792−0.8% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $290.2 萬 | 2.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,284 | $257.3 萬 | 2.0% | +3,467+59.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,904 | $250.5 萬 | 1.9% | +9,306+39.4% | 加碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 64,887 | $227.8 萬 | 1.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 66,042 | $220.4 萬 | 1.7% | −570−0.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,112 | $206.9 萬 | 1.6% | +3,731+24.3% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 59,059 | $185.9 萬 | 1.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 13,215 | $184.6 萬 | 1.4% | −365−2.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $184.4 萬 | 1.4% | 00.0% | 不變 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 61,352 | $183.1 萬 | 1.4% | +6,078+11.0% | 加碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $179.6 萬 | 1.4% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 33,282 | $161.3 萬 | 1.2% | −2,729−7.6% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 50,894 | $137.4 萬 | 1.1% | +609+1.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,808 | $131.4 萬 | 1.0% | −3,517−11.2% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 9,787 | $125.7 萬 | 1.0% | −440−4.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,680 | $122.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,610 | $122.1 萬 | 0.9% | −1,282−9.2% | 減碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 43,093 | $116.7 萬 | 0.9% | +5,871+15.8% | 加碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 47,357 | $111.9 萬 | 0.9% | −1,799−3.7% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,306 | $107.2 萬 | 0.8% | +41+0.2% | 加碼 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $106.3 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $105.6 萬 | 0.8% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,207 | $99.9 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,739 | $95.4 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 30,621 | $89.3 萬 | 0.7% | −5,460−15.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,633 | $89.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 32,719 | $88.9 萬 | 0.7% | +32,719 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $84.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 26,337 | $75.5 萬 | 0.6% | −2,266−7.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,101 | $73.6 萬 | 0.6% | +28+0.9% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $71.6 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 15,620 | $69.5 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $62.7 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $62.2 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,479 | $59.4 萬 | 0.5% | +2,859+109.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,800 | $59.3 萬 | 0.5% | +1,423+13.7% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $58.0 萬 | 0.4% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 21,535 | $55.6 萬 | 0.4% | +21,535 | 新進 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $55.5 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $49.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,223 | $48.1 萬 | 0.4% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,855 | $47.3 萬 | 0.4% | +13+0.1% | 加碼 | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 10,700 | $45.5 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,308 | $42.1 萬 | 0.3% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 9,403 | $41.2 萬 | 0.3% | +9,403 | 新進 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,753 | $39.6 萬 | 0.3% | +1,688+81.7% | 加碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 14,975 | $38.5 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $38.3 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,319 | $36.6 萬 | 0.3% | +6,319 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $36.6 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $36.2 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 10,287 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $33.5 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 450 | $26.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,731 | $23.4 萬 | 0.2% | +363+8.3% | 加碼 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $22.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,062 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,083 | $20.8 萬 | 0.2% | −20−1.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,351 | $20.8 萬 | 0.2% | +2,351 | 新進 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 8,053 | $20.3 萬 | 0.2% | −1,331−14.2% | 減碼 | – |
2023 年第 3 季之後清倉（2 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。