Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/3 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 39
- 較 2023 年第 1 季 0
- 總值
- $2.51 億
- 較 2023 年第 1 季 +$2,213 萬 (+9.7%)
| 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 | 3,025,564 | $9,376 萬 | 37.4% | +247,773+8.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 984,705 | $2,690 萬 | 10.7% | +77,389+8.5% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 895,628 | $2,101 萬 | 8.4% | +86,729+10.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 382,798 | $2,084 萬 | 8.3% | −9,260−2.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 90,281 | $884.3 萬 | 3.5% | +5,785+6.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 73,200 | $781.3 萬 | 3.1% | +3,391+4.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 213,515 | $694.8 萬 | 2.8% | −6,553−3.0% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 138,112 | $637.5 萬 | 2.5% | −1,805−1.3% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 120,441 | $610.3 萬 | 2.4% | +39,284+48.4% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 157,281 | $505.0 萬 | 2.0% | +3,487+2.3% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,886 | $480.6 萬 | 1.9% | −447−2.3% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 184,571 | $476.9 萬 | 1.9% | +9,504+5.4% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 97,854 | $460.4 萬 | 1.8% | −3,034−3.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 126,119 | $433.6 萬 | 1.7% | −3,998−3.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 164,635 | $417.7 萬 | 1.7% | −1,341−0.8% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,744 | $307.9 萬 | 1.2% | +87+0.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 30,032 | $251.0 萬 | 1.0% | −1,521−4.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,773 | $243.7 萬 | 1.0% | −3,124−5.6% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 50,640 | $233.3 萬 | 0.9% | −2,941−5.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,803 | $171.9 萬 | 0.7% | −294−3.6% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $155.3 萬 | 0.6% | −13,251−18.8% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,412 | $154.8 萬 | 0.6% | −4,404−6.2% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,604 | $117.2 萬 | 0.5% | +80+0.6% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,600 | $113.2 萬 | 0.5% | −401−3.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,507 | $106.8 萬 | 0.4% | −123−2.2% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,765 | $96.7 萬 | 0.4% | −1,985−7.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,117 | $81.6 萬 | 0.3% | +76+2.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,687 | $72.6 萬 | 0.3% | −311−1.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $46.8 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,531 | $46.0 萬 | 0.2% | −394−10.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,000 | $40.7 萬 | 0.2% | +1,000 | 新進 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,594 | $38.9 萬 | 0.2% | −380−9.6% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,042 | $26.8 萬 | 0.1% | +475+13.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,500 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,912 | $22.9 萬 | 0.1% | −266−12.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,342 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.0 萬 | 0.1% | −19,660−50.0% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。