Main Line Retirement Advisors, LLC
- SEC CIK
- 0001809416
- 最新申報
- 2026/7/30
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/1 申報。只含多頭部位。
- 持股檔數
- 32
- 2023 年第 1 季沒有申報
- 總值
- $1.06 億
- 2023 年第 1 季沒有申報
Main Line Retirement Advisors, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 637,894 | $1,420 萬 | 13.4% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 184,846 | $1,168 萬 | 11.0% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 424,638 | $998.7 萬 | 9.4% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 128,264 | $969.3 萬 | 9.1% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 383,442 | $967.4 萬 | 9.1% | – | – | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 92,143 | $758.0 萬 | 7.1% | – | – | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 166,125 | $734.9 萬 | 6.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 103,296 | $571.5 萬 | 5.4% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 210,046 | $568.0 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,931 | $535.7 萬 | 5.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,837 | $480.8 萬 | 4.5% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 62,465 | $316.6 萬 | 3.0% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,776 | $205.7 萬 | 1.9% | – | – | – |
| TDToronto Dominion Bank | Stock | 23,752 | $147.3 萬 | 1.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 34,873 | $139.8 萬 | 1.3% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 24,049 | $93.4 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,668 | $90.9 萬 | 0.9% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,200 | $62.8 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 3,132 | $60.7 萬 | 0.6% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,385 | $40.4 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 824 | $38.6 萬 | 0.4% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 7,000 | $33.0 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,587 | $29.1 萬 | 0.3% | – | – | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 6,905 | $27.0 萬 | 0.3% | – | – | – |
| FNBFNB Corp | COM | 21,180 | $24.2 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,320 | $23.5 萬 | 0.2% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,209 | $22.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,008 | $22.0 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 594 | $22.0 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,249 | $20.7 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 10,291 | $20.3 萬 | 0.2% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 2,742 | $20.0 萬 | 0.2% | – | – | 歷史 |