Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/11 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 40
- 較 2023 年第 3 季 +1
- 總值
- $2.63 億
- 較 2023 年第 3 季 +$2,318 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 | 3,144,851 | $1.05 億 | 39.8% | +73,206+2.4% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,030,711 | $2,952 萬 | 11.2% | +24,171+2.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 966,336 | $2,330 萬 | 8.9% | +55,470+6.1% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 345,313 | $2,018 萬 | 7.7% | −16,490−4.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 97,563 | $968.3 萬 | 3.7% | +4,188+4.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 73,349 | $795.2 萬 | 3.0% | +824+1.1% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 188,303 | $640.4 萬 | 2.4% | −12,834−6.4% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 111,419 | $562.3 萬 | 2.1% | −3,669−3.2% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 110,999 | $521.7 萬 | 2.0% | −14,028−11.2% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 158,877 | $521.6 萬 | 2.0% | +4,379+2.8% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 188,369 | $481.7 萬 | 1.8% | +6,063+3.3% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 93,526 | $447.0 萬 | 1.7% | −1,957−2.0% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,334 | $419.8 萬 | 1.6% | −896−5.5% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 153,274 | $393.0 萬 | 1.5% | −918−0.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,420 | $387.5 萬 | 1.5% | −11,402−9.4% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,538 | $319.9 萬 | 1.2% | +296+0.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 26,742 | $236.3 萬 | 0.9% | −3,041−10.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,861 | $214.9 萬 | 0.8% | −3,487−7.2% | 減碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 42,265 | $198.8 萬 | 0.8% | −556−1.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,330 | $173.9 萬 | 0.7% | −479−6.1% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $167.2 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,305 | $164.4 萬 | 0.6% | +494+0.7% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,604 | $117.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,876 | $117.1 萬 | 0.4% | +276+2.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,521 | $106.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,752 | $77.1 萬 | 0.3% | −3,373−15.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,090 | $76.8 萬 | 0.3% | −27−0.9% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 14,508 | $63.4 萬 | 0.2% | −1,747−10.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,531 | $53.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,890 | $49.5 萬 | 0.2% | −170−1.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,095 | $47.8 萬 | 0.2% | +53+5.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,015 | $33.4 萬 | 0.1% | +20+0.7% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,568 | $31.5 萬 | 0.1% | +483+11.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,504 | $28.8 萬 | 0.1% | −29−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,924 | $26.9 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 450 | $22.3 萬 | 0.1% | +450 | 新進 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,889 | $20.7 萬 | 0.1% | +3,889 | 新進 | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。