Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/7 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 71
- 較 2023 年第 4 季 +1
- 總值
- $1.32 億
- 較 2023 年第 4 季 +$262.7 萬 (+2.0%)
| 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 | 304,233 | $1,888 萬 | 14.3% | −25,452−7.7% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 372,520 | $1,006 萬 | 7.6% | −8,744−2.3% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 57,329 | $942.2 萬 | 7.1% | −4,165−6.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 112,663 | $917.4 萬 | 6.9% | −9,576−7.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 109,422 | $794.7 萬 | 6.0% | +4,483+4.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 136,046 | $682.5 萬 | 5.2% | +1,388+1.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,522 | $553.2 萬 | 4.2% | +1,468+16.2% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 100,723 | $377.6 萬 | 2.9% | −100−0.1% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 95,577 | $339.8 萬 | 2.6% | −392−0.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 53,929 | $327.6 萬 | 2.5% | +7,509+16.2% | 加碼依 5 比 1 拆股換算 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,097 | $323.3 萬 | 2.4% | +7,193+21.9% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $304.7 萬 | 2.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 64,116 | $234.7 萬 | 1.8% | −771−1.2% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 63,202 | $205.4 萬 | 1.6% | +1,850+3.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,075 | $197.3 萬 | 1.5% | −140−1.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $191.6 萬 | 1.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $188.5 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,524 | $182.6 萬 | 1.4% | −2,588−13.5% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 53,854 | $174.9 萬 | 1.3% | −5,205−8.8% | 減碼 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 61,805 | $158.3 萬 | 1.2% | +61,805 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 31,572 | $152.2 萬 | 1.1% | −1,710−5.1% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 51,543 | $139.4 萬 | 1.1% | +649+1.3% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 9,622 | $132.2 萬 | 1.0% | −165−1.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,540 | $130.0 萬 | 1.0% | −140−1.6% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,231 | $126.9 萬 | 1.0% | −379−3.0% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,341 | $124.8 萬 | 0.9% | −2,467−8.9% | 減碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 43,093 | $121.0 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,340 | $116.9 萬 | 0.9% | +34+0.2% | 加碼 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $116.8 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $108.5 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 30,200 | $106.8 萬 | 0.8% | −35,842−54.3% | 減碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 35,036 | $100.3 萬 | 0.8% | +2,317+7.1% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 30,621 | $95.4 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,112 | $80.9 萬 | 0.6% | +11+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,633 | $79.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 31,925 | $76.0 萬 | 0.6% | −15,432−32.6% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $75.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $74.9 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 23,556 | $68.2 萬 | 0.5% | −2,781−10.6% | 減碼 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $64.3 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $60.6 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $59.7 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 13,044 | $59.4 萬 | 0.4% | −2,576−16.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,479 | $59.0 萬 | 0.4% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,790 | $56.9 萬 | 0.4% | −9,417−49.0% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 21,535 | $55.4 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $51.0 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 12,168 | $47.6 萬 | 0.4% | +860+7.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,868 | $46.9 萬 | 0.4% | +13+0.1% | 加碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 12,529 | $42.8 萬 | 0.3% | +2,242+21.8% | 加碼 | – |
| CMCSAComcast Corp | Stock | 9,403 | $40.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $40.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,683 | $40.3 萬 | 0.3% | +364+5.8% | 加碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $39.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,753 | $39.3 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $37.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,147 | $33.1 萬 | 0.3% | −300−6.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,937 | $31.7 萬 | 0.2% | −7,802−66.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,952 | $30.6 萬 | 0.2% | −2,271−36.5% | 減碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 10,935 | $29.7 萬 | 0.2% | −4,040−27.0% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,938 | $25.9 萬 | 0.2% | +876+17.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,593 | $25.4 萬 | 0.2% | +2,593 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 2,083 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,808 | $23.7 萬 | 0.2% | +77+1.6% | 加碼 | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 450 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,260 | $22.1 萬 | 0.2% | +3,260 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,366 | $20.5 萬 | 0.2% | +15+0.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,159 | $20.3 萬 | 0.2% | +1,159 | 新進 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 8,053 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（3 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $62.7 萬 | 0.5% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,800 | $59.3 萬 | 0.5% | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 10,700 | $45.5 萬 | 0.4% | – |