Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/30 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 39
- 較 2023 年第 2 季 0
- 總值
- $2.40 億
- 較 2023 年第 2 季 −$1,084 萬 (−4.3%)
| 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 | 3,071,645 | $9,200 萬 | 38.4% | +46,081+1.5% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,006,540 | $2,628 萬 | 11.0% | +21,835+2.2% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 910,866 | $2,056 萬 | 8.6% | +15,238+1.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 361,803 | $1,899 萬 | 7.9% | −20,995−5.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 93,375 | $878.1 萬 | 3.7% | +3,094+3.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 72,525 | $743.7 萬 | 3.1% | −675−0.9% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 201,137 | $623.7 萬 | 2.6% | −12,378−5.8% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 115,088 | $584.0 萬 | 2.4% | −5,353−4.4% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 125,027 | $546.4 萬 | 2.3% | −13,085−9.5% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 154,498 | $485.9 萬 | 2.0% | −2,783−1.8% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 182,306 | $452.8 萬 | 1.9% | −2,265−1.2% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 95,483 | $441.4 萬 | 1.8% | −2,371−2.4% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 120,822 | $405.6 萬 | 1.7% | −5,297−4.2% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 16,230 | $397.7 萬 | 1.7% | −2,656−14.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 154,192 | $375.3 萬 | 1.6% | −10,443−6.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,242 | $310.0 萬 | 1.3% | +498+1.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 29,783 | $225.3 萬 | 0.9% | −249−0.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,348 | $211.4 萬 | 0.9% | −4,425−8.4% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 42,821 | $188.8 萬 | 0.8% | −7,819−15.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,809 | $165.9 萬 | 0.7% | +6+0.1% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,811 | $150.5 萬 | 0.6% | +399+0.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $149.9 萬 | 0.6% | 00.0% | 不變 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,604 | $116.7 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,600 | $112.4 萬 | 0.5% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 5,521 | $94.5 萬 | 0.4% | +14+0.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,125 | $86.8 萬 | 0.4% | −1,640−6.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,117 | $78.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,255 | $62.1 萬 | 0.3% | −1,432−8.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $45.2 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,531 | $44.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,042 | $40.9 萬 | 0.2% | +42+4.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,995 | $30.6 萬 | 0.1% | −599−16.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,533 | $26.3 萬 | 0.1% | +33+2.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,085 | $25.9 萬 | 0.1% | +43+1.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,912 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,302 | $22.0 萬 | 0.1% | −40−3.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $14.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |