Main Line Retirement Advisors, LLC
- SEC CIK
- 0001809416
- 最新申報
- 2026/7/30
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/8 申報。只含多頭部位。
- 持股檔數
- 37
- 2023 年第 3 季沒有申報
- 總值
- $1.15 億
- 2023 年第 3 季沒有申報
Main Line Retirement Advisors, LLC 沒有申報 2023 年第 3 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 | 704,660 | $1,599 萬 | 13.9% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 190,409 | $1,266 萬 | 11.0% | – | – | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 458,593 | $1,095 萬 | 9.5% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 319,751 | $954.1 萬 | 8.3% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 327,845 | $925.2 萬 | 8.0% | – | – | – |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 101,000 | $924.5 萬 | 8.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 116,661 | $858.0 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,327 | $722.5 萬 | 6.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,091 | $624.6 萬 | 5.4% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 196,925 | $572.1 萬 | 5.0% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 58,735 | $303.4 萬 | 2.6% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 38,226 | $285.1 萬 | 2.5% | – | – | – |
| TDToronto Dominion Bank | Stock | 23,248 | $150.2 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,557 | $142.9 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,487 | $129.1 萬 | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 30,424 | $123.4 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,483 | $93.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,718 | $79.5 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 28,194 | $72.3 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 3,361 | $64.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,150 | $62.8 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 826 | $48.2 萬 | 0.4% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,414 | $43.1 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 17,731 | $40.5 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 7,753 | $32.7 萬 | 0.3% | – | – | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 7,110 | $29.7 萬 | 0.3% | – | – | – |
| FNBFNB Corp | COM | 21,595 | $29.7 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,149 | $28.8 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 580 | $28.6 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,320 | $25.2 萬 | 0.2% | – | – | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,250 | $25.1 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,035 | $23.6 萬 | 0.2% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,209 | $22.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,448 | $22.7 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 10,402 | $20.8 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 432 | $20.5 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,011 | $20.3 萬 | 0.2% | – | – | – |