Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 50
- 較 2024 年第 3 季 +4
- 總值
- $3.23 億
- 較 2024 年第 3 季 +$436.8 萬 (+1.4%)
| 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 | 3,616,414 | $1.46 億 | 45.3% | +121,187+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,299,227 | $3,794 萬 | 11.7% | +97,110+8.1% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,191,617 | $3,023 萬 | 9.4% | +61,915+5.5% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 308,440 | $2,203 萬 | 6.8% | −15,730−4.9% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 124,729 | $1,209 萬 | 3.7% | +10,534+9.2% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 83,437 | $889.0 萬 | 2.8% | +5,006+6.4% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 178,128 | $583.5 萬 | 1.8% | +9,917+5.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 169,019 | $576.9 萬 | 1.8% | −7,057−4.0% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 215,418 | $545.2 萬 | 1.7% | +12,096+5.9% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,871 | $463.6 萬 | 1.4% | −633−4.4% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,706 | $436.6 萬 | 1.4% | +4,375+4.8% | 加碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 84,592 | $400.9 萬 | 1.2% | −4,993−5.6% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 97,754 | $375.1 萬 | 1.2% | −4,137−4.1% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 133,142 | $332.7 萬 | 1.0% | −5,762−4.1% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,781 | $299.7 萬 | 0.9% | −3,214−7.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,127 | $235.5 萬 | 0.7% | −143−1.7% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 23,184 | $206.5 萬 | 0.6% | −1,466−5.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,434 | $198.1 萬 | 0.6% | −1,853−4.3% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $197.7 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 69,501 | $172.8 萬 | 0.5% | +733+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,720 | $143.2 萬 | 0.4% | +60+1.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 24,907 | $114.8 萬 | 0.4% | −16,043−39.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,993 | $110.6 萬 | 0.3% | −1,076−8.9% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 11,917 | $110.5 萬 | 0.3% | −1,170−8.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,224 | $89.8 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,034 | $79.4 萬 | 0.2% | −197−1.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,538 | $77.6 萬 | 0.2% | −351−9.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,460 | $73.3 萬 | 0.2% | +108+2.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,195 | $64.4 萬 | 0.2% | −7−0.6% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $57.3 萬 | 0.2% | −1,682−6.2% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 9,324 | $47.1 萬 | 0.1% | −960−9.3% | 減碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,737 | $46.1 萬 | 0.1% | −1,227−10.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 585 | $45.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,564 | $42.6 萬 | 0.1% | +267+5.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,106 | $39.9 萬 | 0.1% | +110+5.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,571 | $38.0 萬 | 0.1% | +71+4.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 534 | $31.3 萬 | 0.1% | +29+5.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 708 | $29.9 萬 | 0.1% | −8−1.1% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,671 | $26.8 萬 | 0.1% | +248+5.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 589 | $26.7 萬 | 0.1% | +589 | 新進 | 歷史 |
| 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 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,281 | $24.4 萬 | 0.1% | −766−25.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 363 | $22.6 萬 | 0.1% | +15+4.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 792 | $20.9 萬 | 0.1% | +792 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 223 | $20.4 萬 | 0.1% | +223 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 2,938 | $20.4 萬 | 0.1% | +2,938 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 228 | $20.3 萬 | 0.1% | +228 | 新進 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RBB FD Inc74933W254 | SGI ENHANCED COR | 7,950 | $20.7 萬 | 0.1% | – |