Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/27 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 34
- 較 2022 年第 1 季 −3
- 總值
- $1.71 億
- 較 2022 年第 1 季 −$1,644 萬 (−8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,423,581 | $3,763 萬 | 22.0% | −91,338−6.0% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 568,898 | $2,644 萬 | 15.4% | +102,023+21.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 336,253 | $969.8 萬 | 5.7% | +44,436+15.2% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 341,349 | $824.0 萬 | 4.8% | −46,256−11.9% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 159,460 | $731.3 萬 | 4.3% | −18,767−10.5% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 292,150 | $676.6 萬 | 3.9% | −63,893−17.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 59,930 | $637.4 萬 | 3.7% | +577+1.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 61,620 | $626.6 萬 | 3.7% | +13,678+28.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32,646 | $615.8 萬 | 3.6% | +19,974+157.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 144,821 | $590.9 萬 | 3.4% | +30,292+26.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 162,444 | $564.8 萬 | 3.3% | +4,936+3.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 101,489 | $479.6 萬 | 2.8% | −5,855−5.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,986 | $478.9 萬 | 2.8% | +65,714+133.4% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 174,974 | $461.1 萬 | 2.7% | −3,307−1.9% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,058 | $457.8 萬 | 2.7% | +30.0% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 127,397 | $415.7 萬 | 2.4% | +11,283+9.7% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 139,600 | $384.2 萬 | 2.2% | +13,536+10.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 39,988 | $307.1 萬 | 1.8% | −2,697−6.3% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,603 | $306.2 萬 | 1.8% | −2,079−5.8% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 55,744 | $254.6 萬 | 1.5% | −7,464−11.8% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 75,282 | $175.4 萬 | 1.0% | −4,533−5.7% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 81,119 | $173.9 萬 | 1.0% | −12,905−13.7% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,875 | $120.4 萬 | 0.7% | −384−3.1% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,491 | $112.7 萬 | 0.7% | −1,016−7.5% | 減碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,009 | $70.7 萬 | 0.4% | −1,282−7.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,543 | $62.1 萬 | 0.4% | −16−0.4% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,049 | $44.6 萬 | 0.3% | +69+1.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $40.0 萬 | 0.2% | +50+0.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 471 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,640 | $28.0 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,500 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,468 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $17.7 萬 | 0.1% | +14,871 | 新進 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（4 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。