Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/20 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 35
- 較 2022 年第 3 季 +1
- 總值
- $2.01 億
- 較 2022 年第 3 季 +$2,872 萬 (+16.7%)
| 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 | 2,359,661 | $6,376 萬 | 31.7% | +725,651+44.4% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 830,859 | $2,080 萬 | 10.4% | +293,891+54.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 389,928 | $1,844 萬 | 9.2% | −169,819−30.3% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 697,943 | $1,532 萬 | 7.6% | +308,399+79.2% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,290 | $710.8 萬 | 3.5% | +8,381+12.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 66,704 | $703.9 萬 | 3.5% | +4,476+7.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 221,875 | $658.7 萬 | 3.3% | −90,338−28.9% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 140,523 | $641.1 萬 | 3.2% | −9,512−6.3% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 102,323 | $515.8 萬 | 2.6% | +43,207+73.1% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 53,422 | $489.6 萬 | 2.4% | −1,129−2.1% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 101,257 | $475.7 萬 | 2.4% | +415+0.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 132,557 | $436.9 萬 | 2.2% | −31,246−19.1% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,339 | $426.8 萬 | 2.1% | −985−4.8% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 133,596 | $425.2 萬 | 2.1% | +6,040+4.7% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 167,928 | $422.0 萬 | 2.1% | −4,293−2.5% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 153,796 | $396.2 萬 | 2.0% | +11,564+8.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,476 | $304.7 萬 | 1.5% | +301+0.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,064 | $272.7 萬 | 1.4% | −513−1.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,221 | $236.0 萬 | 1.2% | −68,134−54.8% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,439 | $171.0 萬 | 0.9% | −525−0.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,285 | $158.4 萬 | 0.8% | −22,849−73.4% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,502 | $152.3 萬 | 0.8% | −11,601−14.1% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,989 | $116.2 萬 | 0.6% | +56+0.5% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $113.3 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,416 | $103.0 萬 | 0.5% | −86,473−76.6% | 減碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,919 | $69.2 萬 | 0.3% | +642+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,496 | $58.4 萬 | 0.3% | −33−0.7% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,910 | $41.2 萬 | 0.2% | +46+1.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,500 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,342 | $24.1 萬 | 0.1% | +1,342 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,814 | $23.6 萬 | 0.1% | +67+2.4% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,393 | $20.3 萬 | 0.1% | +3,393 | 新進 | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。