Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 48
- 較 2024 年第 4 季 −2
- 總值
- $3.25 億
- 較 2024 年第 4 季 +$197.4 萬 (+0.6%)
| 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 | 3,757,283 | $1.44 億 | 44.5% | +140,869+3.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,346,026 | $4,204 萬 | 12.9% | +46,799+3.6% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,255,794 | $3,251 萬 | 10.0% | +64,177+5.4% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 303,299 | $2,063 萬 | 6.3% | −5,141−1.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 123,235 | $1,219 萬 | 3.8% | −1,494−1.2% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 84,667 | $892.7 萬 | 2.7% | +1,230+1.5% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 165,456 | $602.4 萬 | 1.9% | −3,563−2.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 175,851 | $584.5 萬 | 1.8% | −2,277−1.3% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 213,563 | $563.4 萬 | 1.7% | −1,855−0.9% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,890 | $441.2 萬 | 1.4% | +19+0.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,054 | $428.4 萬 | 1.3% | −652−0.7% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 95,944 | $377.7 萬 | 1.2% | −1,810−1.9% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 66,385 | $336.3 萬 | 1.0% | +57,061+612.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 127,647 | $326.0 萬 | 1.0% | −5,495−4.1% | 減碼 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 65,495 | $311.8 萬 | 1.0% | −19,097−22.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,181 | $224.8 萬 | 0.7% | +54+0.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,354 | $210.2 萬 | 0.6% | −80−0.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,959 | $207.9 萬 | 0.6% | −225−1.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $188.6 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 69,894 | $183.1 萬 | 0.6% | +393+0.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,309 | $182.5 萬 | 0.6% | −15,472−39.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,692 | $104.2 萬 | 0.3% | −1,028−18.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,211 | $87.4 萬 | 0.3% | −5,696−22.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,532 | $81.6 萬 | 0.3% | +2,072+37.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,479 | $79.1 萬 | 0.2% | −555−3.1% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,579 | $68.1 萬 | 0.2% | −4,414−40.2% | 減碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 7,121 | $65.7 萬 | 0.2% | −4,796−40.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,436 | $65.4 萬 | 0.2% | −102−2.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,196 | $61.5 萬 | 0.2% | +1+0.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $54.4 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 585 | $48.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,772 | $47.0 萬 | 0.1% | +35+0.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,749 | $45.3 萬 | 0.1% | −475−21.4% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,756 | $44.0 萬 | 0.1% | +192+3.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,510 | $43.5 萬 | 0.1% | −61−3.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 640 | $34.1 萬 | 0.1% | +51+8.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,181 | $33.7 萬 | 0.1% | +75+3.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $29.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 538 | $29.2 萬 | 0.1% | +175+48.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 311 | $29.0 萬 | 0.1% | +83+36.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,108 | $28.7 萬 | 0.1% | +316+39.9% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,825 | $27.8 萬 | 0.1% | +154+3.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 726 | $27.3 萬 | 0.1% | +18+2.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 467 | $26.9 萬 | 0.1% | +50+12.0% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,291 | $24.9 萬 | 0.1% | +10+0.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 449 | $24.0 萬 | 0.1% | +5+1.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,302 | $21.8 萬 | 0.1% | +1,302 | 新進 | 歷史 |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。