Lantern Wealth Advisors, LLC
- SEC CIK
- 0001950218
- 最新申報
- 2026/7/28
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 115
- 2023 年第 3 季沒有申報
- 總值
- $1.28 億
- 2023 年第 3 季沒有申報
Lantern Wealth 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 |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 14,210 | $241.7 萬 | 1.9% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,660 | $242.9 萬 | 1.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,901 | $246.1 萬 | 1.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,516 | $266.1 萬 | 2.1% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 115,415 | $281.8 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,190 | $289.2 萬 | 2.3% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 43,906 | $302.1 萬 | 2.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,975 | $306.6 萬 | 2.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30,313 | $335.4 萬 | 2.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,262 | $384.4 萬 | 3.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 46,910 | $421.3 萬 | 3.3% | – | – | – |
| BXBlackstone Inc. | COM | 37,031 | $484.8 萬 | 3.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,853 | $644.7 萬 | 5.1% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 93,415 | $761.8 萬 | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 42,624 | $820.6 萬 | 6.4% | – | – | 歷史 |