Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- 最新申報
- 2025/11/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/5 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 10
- 較 2024 年第 2 季 −48
- 總值
- $334.6 萬
- 較 2024 年第 2 季 −$7,996 萬 (−96.0%)
| 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 | 10,565 | $71.7 萬 | 21.4% | −162,747−93.9% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 17,215 | $47.3 萬 | 14.1% | −185,058−91.5% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 9,117 | $34.5 萬 | 10.3% | −10,263−53.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,151 | $34.5 萬 | 10.3% | −60,912−93.6% | 減碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 12,326 | $28.5 萬 | 8.5% | −1,000−7.5% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,529 | $27.4 萬 | 8.2% | −32,040−95.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,124 | $26.2 萬 | 7.8% | −3,236−74.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 5,593 | $22.6 萬 | 6.8% | −37,606−87.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,818 | $21.2 萬 | 6.3% | −61,625−95.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,925 | $20.7 萬 | 6.2% | −73,758−94.9% | 減碼 | – |
2024 年第 2 季之後清倉（48 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 7,229 | $395.6 萬 | 4.7% | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 75,454 | $288.9 萬 | 3.5% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,430 | $259.9 萬 | 3.1% | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 61,769 | $231.4 萬 | 2.8% | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,530 | $219.6 萬 | 2.6% | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 57,323 | $208.1 萬 | 2.5% | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 33,706 | $165.3 萬 | 2.0% | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 47,305 | $161.4 萬 | 1.9% | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 42,868 | $160.8 萬 | 1.9% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,101 | $150.4 萬 | 1.8% | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 41,980 | $113.0 萬 | 1.4% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 23,456 | $111.3 萬 | 1.3% | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 42,610 | $109.4 萬 | 1.3% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 38,676 | $106.9 萬 | 1.3% | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 30,733 | $101.4 萬 | 1.2% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,962 | $100.9 萬 | 1.2% | – |
| GOOGLAlphabet Inc. | Stock | 5,271 | $96.0 萬 | 1.2% | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,821 | $88.4 萬 | 1.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,947 | $81.3 萬 | 1.0% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,921 | $78.1 萬 | 0.9% | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 21,720 | $75.3 萬 | 0.9% | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $71.1 萬 | 0.9% | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 27,165 | $66.6 萬 | 0.8% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 4,811 | $65.9 萬 | 0.8% | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 9,534 | $63.9 萬 | 0.8% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $59.8 萬 | 0.7% | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 17,383 | $53.5 萬 | 0.6% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,790 | $53.3 萬 | 0.6% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 8,808 | $52.4 萬 | 0.6% | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 15,996 | $50.2 萬 | 0.6% | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 16,610 | $46.7 萬 | 0.6% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 12,614 | $42.1 萬 | 0.5% | – |
| Capital Group International14021M107 | SHS | 14,000 | $40.1 萬 | 0.5% | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $38.6 萬 | 0.5% | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 13,163 | $35.6 萬 | 0.4% | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 11,407 | $33.4 萬 | 0.4% | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 12,915 | $33.2 萬 | 0.4% | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 7,600 | $30.6 萬 | 0.4% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,952 | $30.5 萬 | 0.4% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,075 | $28.9 萬 | 0.3% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,507 | $26.7 萬 | 0.3% | – |
| XOMExxonMobil Holdings Corp | COM | 2,225 | $25.6 萬 | 0.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 450 | $25.0 萬 | 0.3% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,994 | $23.9 萬 | 0.3% | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 9,091 | $23.5 萬 | 0.3% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 4,562 | $20.7 萬 | 0.2% | – |
| IAUiShares Gold Trust | ETF | 4,662 | $20.5 萬 | 0.2% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,598 | $20.4 萬 | 0.2% | – |