Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/18 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 34
- 較 2022 年第 2 季 0
- 總值
- $1.72 億
- 較 2022 年第 2 季 +$93.0 萬 (+0.5%)
| 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 | 1,634,010 | $4,110 萬 | 23.9% | +210,429+14.8% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 559,747 | $2,469 萬 | 14.3% | −9,151−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 536,968 | $1,158 萬 | 6.7% | +195,619+57.3% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 312,213 | $805.5 萬 | 4.7% | −24,040−7.1% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 389,544 | $782.6 萬 | 4.5% | +97,394+33.3% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 150,035 | $660.0 萬 | 3.8% | −9,425−5.9% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 62,228 | $638.3 萬 | 3.7% | +2,298+3.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 64,909 | $625.3 萬 | 3.6% | +3,289+5.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 31,134 | $558.8 萬 | 3.2% | −1,512−4.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 163,803 | $508.4 萬 | 3.0% | +1,359+0.8% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 100,842 | $464.8 萬 | 2.7% | −647−0.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 124,355 | $452.2 萬 | 2.6% | −20,466−14.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 172,221 | $429.7 萬 | 2.5% | −2,753−1.6% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 20,324 | $420.8 萬 | 2.4% | −734−3.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 112,889 | $411.9 萬 | 2.4% | −2,097−1.8% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 127,556 | $399.5 萬 | 2.3% | +159+0.1% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 142,232 | $360.7 萬 | 2.1% | +2,632+1.9% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,175 | $300.6 萬 | 1.7% | +187+0.5% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 59,116 | $298.5 萬 | 1.7% | +59,116 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,577 | $269.2 萬 | 1.6% | −26−0.1% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 54,551 | $237.5 萬 | 1.4% | −1,193−2.1% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,964 | $157.8 萬 | 0.9% | −4,318−5.7% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 82,103 | $155.1 萬 | 0.9% | +984+1.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,933 | $114.7 萬 | 0.7% | +58+0.5% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $111.1 萬 | 0.6% | +33+0.3% | 加碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,277 | $63.0 萬 | 0.4% | +268+1.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,529 | $62.6 萬 | 0.4% | −14−0.3% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,864 | $39.6 萬 | 0.2% | −185−4.6% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,413 | $37.5 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,747 | $31.0 萬 | 0.2% | +107+4.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,500 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $14.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（1 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,468 | $24.8 萬 | 0.1% | – |