Consilio Wealth Advisors, LLC
- SEC CIK
- 0001908944
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位。
- 持股檔數
- 40
- 2021 年第 3 季沒有申報
- 總值
- $1.29 億
- 2021 年第 3 季沒有申報
Consilio Wealth Advisors, LLC 沒有申報 2021 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 |
|---|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF46434V621 | ETF | 272,329 | $1,513 萬 | 11.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 56,807 | $1,447 萬 | 11.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 27,653 | $1,319 萬 | 10.2% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 215,421 | $1,198 萬 | 9.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 20,963 | $915.2 萬 | 7.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,718 | $761.4 萬 | 5.9% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 155,227 | $758.3 萬 | 5.9% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 22,723 | $600.9 萬 | 4.7% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 48,939 | $439.4 萬 | 3.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 34,011 | $288.2 萬 | 2.2% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,737 | $287.5 萬 | 2.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,600 | $286.6 萬 | 2.2% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 99,853 | $211.4 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,245 | $210.0 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,242 | $200.5 萬 | 1.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,793 | $193.6 萬 | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,748 | $178.0 萬 | 1.4% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 43,465 | $173.9 萬 | 1.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,551 | $172.0 萬 | 1.3% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 65,406 | $168.7 萬 | 1.3% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 13,343 | $158.2 萬 | 1.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,212 | $140.7 萬 | 1.1% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 19,276 | $131.6 萬 | 1.0% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 13,611 | $129.3 萬 | 1.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,512 | $127.9 萬 | 1.0% | – | – | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 10,484 | $121.9 萬 | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 299 | $99.7 萬 | 0.8% | – | – | 歷史 |
| LHDXLucira Health, Inc. | COM | 97,518 | $84.0 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 33,291 | $83.7 萬 | 0.6% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 7,165 | $83.0 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,241 | $71.6 萬 | 0.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 14,221 | $66.6 萬 | 0.5% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,163 | $39.4 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 1,034 | $37.2 萬 | 0.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,021 | $35.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,318 | $35.1 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,472 | $34.3 萬 | 0.3% | – | – | – |
| PRCHPorch Group, Inc. | COM | 18,645 | $29.1 萬 | 0.2% | – | – | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 7,276 | $28.7 萬 | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,509 | $28.5 萬 | 0.2% | – | – | 歷史 |