Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/1 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 39
- 較 2022 年第 4 季 +4
- 總值
- $2.29 億
- 較 2022 年第 4 季 +$2,753 萬 (+13.7%)
| 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 | 2,777,791 | $7,992 萬 | 35.0% | +418,130+17.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 907,316 | $2,445 萬 | 10.7% | +76,457+9.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 392,058 | $1,977 萬 | 8.7% | +2,130+0.5% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 808,899 | $1,862 萬 | 8.1% | +110,956+15.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 84,496 | $841.9 萬 | 3.7% | +11,206+15.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 69,809 | $752.1 萬 | 3.3% | +3,105+4.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 220,068 | $706.9 萬 | 3.1% | −1,807−0.8% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 139,917 | $655.1 萬 | 2.9% | −606−0.4% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 153,794 | $499.7 萬 | 2.2% | +20,198+15.1% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 100,888 | $479.7 萬 | 2.1% | −369−0.4% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 175,067 | $466.9 萬 | 2.0% | +21,271+13.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,333 | $455.1 萬 | 2.0% | −60.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 130,117 | $444.1 萬 | 1.9% | −2,440−1.8% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 165,976 | $428.1 萬 | 1.9% | −1,952−1.2% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 81,157 | $410.6 萬 | 1.8% | −21,166−20.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,657 | $311.0 萬 | 1.4% | +181+0.4% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 31,553 | $262.0 萬 | 1.1% | −1,511−4.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 55,897 | $252.5 萬 | 1.1% | −324−0.6% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 53,581 | $249.0 萬 | 1.1% | +159+0.3% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,450 | $179.5 萬 | 0.8% | +110.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,097 | $165.3 萬 | 0.7% | −188−2.3% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,816 | $163.3 萬 | 0.7% | +314+0.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,001 | $119.1 萬 | 0.5% | +12+0.1% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $114.8 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,750 | $104.0 萬 | 0.5% | −666−2.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,630 | $92.8 萬 | 0.4% | +1,134+25.2% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,998 | $74.1 萬 | 0.3% | +1,079+6.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,041 | $63.1 萬 | 0.3% | +3,041 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,974 | $43.6 萬 | 0.2% | +64+1.6% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $43.4 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,925 | $40.5 萬 | 0.2% | +1,111+39.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,500 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,567 | $22.7 萬 | 0.1% | +174+5.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,178 | $22.6 萬 | 0.1% | +2,178 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,342 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $20.4 萬 | 0.1% | +444 | 新進 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $17.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 39,320 | $15.6 萬 | 0.1% | +19,660+100.0% | 加碼 | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 16,056 | $8.51 萬 | <0.1% | +16,056 | 新進 | 歷史 |