Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 58
- 較 2024 年第 1 季 −13
- 總值
- $8,331 萬
- 較 2024 年第 1 季 −$4,913 萬 (−37.1%)
| 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 | 173,312 | $1,114 萬 | 13.4% | −130,921−43.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 33,569 | $573.2 萬 | 6.9% | −23,760−41.4% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 202,273 | $543.1 萬 | 6.5% | −170,247−45.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 65,063 | $506.4 萬 | 6.1% | −47,600−42.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 64,443 | $464.3 萬 | 5.6% | −44,979−41.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,229 | $395.6 萬 | 4.7% | −3,293−31.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 77,683 | $383.9 萬 | 4.6% | −58,363−42.9% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 75,454 | $288.9 萬 | 3.5% | −25,269−25.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,430 | $259.9 萬 | 3.1% | −6,667−16.6% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 61,769 | $231.4 萬 | 2.8% | −21,712−26.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,530 | $219.6 萬 | 2.6% | −16,399−30.4% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 57,323 | $208.1 萬 | 2.5% | −38,254−40.0% | 減碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 43,199 | $167.8 萬 | 2.0% | −6,421−12.9% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 33,706 | $165.3 萬 | 2.0% | −6,565−16.3% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 47,305 | $161.4 萬 | 1.9% | −6,549−12.2% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 42,868 | $160.8 萬 | 1.9% | −21,248−33.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,101 | $150.4 萬 | 1.8% | −2,423−14.7% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 41,980 | $113.0 萬 | 1.4% | −9,563−18.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 23,456 | $111.3 萬 | 1.3% | −1,885−7.4% | 減碼 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 42,610 | $109.4 萬 | 1.3% | −19,195−31.1% | 減碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 38,676 | $106.9 萬 | 1.3% | −4,417−10.2% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 30,733 | $101.4 萬 | 1.2% | −32,469−51.4% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,962 | $100.9 萬 | 1.2% | −10,610−33.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,271 | $96.0 萬 | 1.2% | −7,804−59.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,360 | $91.8 萬 | 1.1% | −273−5.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,821 | $88.4 萬 | 1.1% | −3,719−43.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,947 | $81.3 萬 | 1.0% | −4,284−35.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,921 | $78.1 萬 | 0.9% | −191−6.1% | 減碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 21,720 | $75.3 萬 | 0.9% | −10,584−32.8% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $71.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 19,380 | $70.8 萬 | 0.8% | −10,820−35.8% | 減碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 27,165 | $66.6 萬 | 0.8% | −4,760−14.9% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 4,811 | $65.9 萬 | 0.8% | −4,811−50.0% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 9,534 | $63.9 萬 | 0.8% | −7,806−45.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $59.8 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 17,383 | $53.5 萬 | 0.6% | −13,238−43.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,790 | $53.3 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 8,808 | $52.4 萬 | 0.6% | −4,187−32.2% | 減碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 15,996 | $50.2 萬 | 0.6% | −3,073−16.1% | 減碼 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 16,610 | $46.7 萬 | 0.6% | −1,475−8.2% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 12,614 | $42.1 萬 | 0.5% | +12,614 | 新進 | – |
| Capital Group International14021M107 | SHS | 14,000 | $40.1 萬 | 0.5% | +14,000 | 新進 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $38.6 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 13,163 | $35.6 萬 | 0.4% | +2,228+20.4% | 加碼 | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 11,407 | $33.4 萬 | 0.4% | −10,839−48.7% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 12,915 | $33.2 萬 | 0.4% | −8,620−40.0% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 7,600 | $30.6 萬 | 0.4% | −4,568−37.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,952 | $30.5 萬 | 0.4% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 13,326 | $29.6 萬 | 0.4% | −7,542−36.1% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,075 | $28.9 萬 | 0.3% | −6,969−53.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,507 | $26.7 萬 | 0.3% | −2,972−54.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,225 | $25.6 萬 | 0.3% | +142+6.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $25.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,994 | $23.9 萬 | 0.3% | −943−24.0% | 減碼 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,091 | $23.5 萬 | 0.3% | +1,038+12.9% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 4,562 | $20.7 萬 | 0.2% | −1,376−23.2% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 4,662 | $20.5 萬 | 0.2% | +4,662 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,598 | $20.4 萬 | 0.2% | −1,549−37.4% | 減碼 | – |
2024 年第 1 季之後清倉（16 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $116.8 萬 | 0.9% | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 35,036 | $100.3 萬 | 0.8% | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 23,556 | $68.2 萬 | 0.5% | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 12,529 | $42.8 萬 | 0.3% | – |
| CMCSAComcast Corp | Stock | 9,403 | $40.8 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $40.5 萬 | 0.3% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,683 | $40.3 萬 | 0.3% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $39.6 萬 | 0.3% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,753 | $39.3 萬 | 0.3% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $32.6 萬 | 0.2% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,593 | $25.4 萬 | 0.2% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,808 | $23.7 萬 | 0.2% | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $22.8 萬 | 0.2% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,260 | $22.1 萬 | 0.2% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,366 | $20.5 萬 | 0.2% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,159 | $20.3 萬 | 0.2% | – |