Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/4 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 46
- 較 2024 年第 2 季 +3
- 總值
- $3.19 億
- 較 2024 年第 2 季 +$2,085 萬 (+7.0%)
| 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 | 3,495,227 | $1.39 億 | 43.5% | +125,737+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,202,117 | $3,820 萬 | 12.0% | +47,555+4.1% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,129,702 | $3,097 萬 | 9.7% | +64,933+6.1% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 324,170 | $2,271 萬 | 7.1% | −5,330−1.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 114,195 | $1,156 萬 | 3.6% | +5,180+4.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 78,431 | $852.0 萬 | 2.7% | −100.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 176,076 | $661.3 萬 | 2.1% | −3,792−2.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 168,211 | $567.0 萬 | 1.8% | +2,934+1.8% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 203,322 | $534.3 萬 | 1.7% | +3,704+1.9% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,504 | $473.9 萬 | 1.5% | −504−3.4% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 89,585 | $431.3 萬 | 1.4% | −1,770−1.9% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 91,331 | $427.7 萬 | 1.3% | −11,051−10.8% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 101,891 | $420.6 萬 | 1.3% | −2,140−2.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 138,904 | $363.1 萬 | 1.1% | −3,822−2.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,995 | $330.5 萬 | 1.0% | −50.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 24,650 | $240.1 萬 | 0.8% | −456−1.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,270 | $234.2 萬 | 0.7% | +240+3.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,287 | $228.6 萬 | 0.7% | −868−2.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $196.0 萬 | 0.6% | +1,122+2.0% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 40,950 | $192.3 萬 | 0.6% | −77−0.2% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 68,768 | $185.7 萬 | 0.6% | +416+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,660 | $131.9 萬 | 0.4% | +94+1.7% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,069 | $122.3 萬 | 0.4% | +123+1.0% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 13,087 | $121.8 萬 | 0.4% | +377+3.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,231 | $87.2 萬 | 0.3% | +114+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,889 | $72.5 萬 | 0.2% | +336+9.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,352 | $65.0 萬 | 0.2% | +182+3.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,202 | $63.4 萬 | 0.2% | +5+0.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,981 | $59.7 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,222 | $58.1 萬 | 0.2% | −159−6.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 11,964 | $56.9 萬 | 0.2% | −1,887−13.6% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 10,284 | $52.0 萬 | 0.2% | −88,791−89.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 585 | $51.8 萬 | 0.2% | +585 | 新進 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,297 | $41.8 萬 | 0.1% | +209+4.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,500 | $36.5 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,047 | $34.4 萬 | 0.1% | +19+0.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,996 | $33.1 萬 | 0.1% | +19+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 716 | $30.8 萬 | 0.1% | +24+3.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 505 | $29.0 萬 | 0.1% | +505 | 新進 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,423 | $26.2 萬 | 0.1% | +174+4.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 417 | $23.9 萬 | 0.1% | +417 | 新進 | 歷史 |
| RBB FD Inc74933W254 | SGI ENHANCED COR | 7,950 | $20.7 萬 | 0.1% | +73+0.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 348 | $20.4 萬 | 0.1% | +348 | 新進 | – |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。