Goldstein Advisors, LLC
- SEC CIK
- 0001963807
- 最新申報
- 2026/7/20
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位。
- 持股檔數
- 159
- 2022 年第 3 季沒有申報
- 總值
- $4.13 億
- 2022 年第 3 季沒有申報
Goldstein Advisors, LLC 沒有申報 2022 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 Tr464287150 | CORE S&P TTL STK | 642,503 | $5,448 萬 | 13.2% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 586,574 | $4,466 萬 | 10.8% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 185,310 | $2,030 萬 | 4.9% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 437,137 | $1,989 萬 | 4.8% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 764,738 | $1,896 萬 | 4.6% | – | – | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 584,535 | $1,702 萬 | 4.1% | – | – | – |
| American Centy ETF Tr025072398 | MULTISECTOR | 318,739 | $1,363 萬 | 3.3% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 150,564 | $1,362 萬 | 3.3% | – | – | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 276,022 | $1,351 萬 | 3.3% | – | – | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 335,807 | $1,261 萬 | 3.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 314,591 | $1,219 萬 | 2.9% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 275,867 | $1,212 萬 | 2.9% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 403,234 | $1,197 萬 | 2.9% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 232,310 | $1,032 萬 | 2.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 493,929 | $870.3 萬 | 2.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 582,427 | $860.8 萬 | 2.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 142,187 | $823.0 萬 | 2.0% | – | – | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 418,183 | $715.5 萬 | 1.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 231,099 | $552.6 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 97,621 | $540.3 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 32,070 | $416.7 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 95,662 | $381.8 萬 | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,024 | $363.4 萬 | 0.9% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 30,409 | $303.2 萬 | 0.7% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 37,546 | $302.7 萬 | 0.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,141 | $296.7 萬 | 0.7% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 90,561 | $291.9 萬 | 0.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 50,634 | $286.0 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,183 | $268.2 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 89,657 | $239.2 萬 | 0.6% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $234.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 39,933 | $234.3 萬 | 0.6% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 15,229 | $226.3 萬 | 0.5% | – | – | – |
| iShares Tr464288505 | MRGSTR SM CP ETF | 40,759 | $185.9 萬 | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 11,713 | $170.9 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 15,122 | $166.8 萬 | 0.4% | – | – | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 37,309 | $157.3 萬 | 0.4% | – | – | – |
| MGEEMge Energy Inc | COM | 20,206 | $142.3 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,128 | $130.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,297 | $125.8 萬 | 0.3% | – | – | – |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 39,455 | $117.3 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,021 | $116.1 萬 | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,590 | $113.9 萬 | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,472 | $109.0 萬 | 0.3% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 19,051 | $105.2 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,667 | $102.7 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,492 | $92.6 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 19,588 | $92.6 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,384 | $89.3 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 6,079 | $86.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,270 | $85.2 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 8,282 | $83.6 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,692 | $82.3 萬 | 0.2% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 12,593 | $80.6 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,165 | $78.3 萬 | 0.2% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 3,221 | $78.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,641 | $77.6 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,226 | $76.4 萬 | 0.2% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 5,536 | $71.7 萬 | 0.2% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 8,370 | $70.2 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,106 | $65.5 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,421 | $64.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,548 | $62.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,805 | $60.1 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 7,017 | $58.9 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 7,558 | $57.8 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,080 | $57.2 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 6,561 | $55.2 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,170 | $54.7 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,533 | $54.3 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 10,497 | $53.8 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,871 | $51.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,628 | $51.3 萬 | 0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,287 | $50.5 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,454 | $48.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,725 | $47.3 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,355 | $47.1 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,230 | $46.3 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,742 | $45.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 10,728 | $45.3 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,331 | $43.6 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,842 | $42.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,345 | $40.8 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 730 | $40.2 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,228 | $39.6 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,137 | $38.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,922 | $38.5 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,612 | $36.7 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,357 | $36.2 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 791 | $36.1 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 5,392 | $35.6 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,771 | $33.8 萬 | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 820 | $33.5 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,847 | $32.4 萬 | 0.1% | – | – | – |
| ZTSZoetis Inc. | Stock | 2,206 | $32.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,849 | $32.1 萬 | 0.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 4,198 | $32.0 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,449 | $31.7 萬 | 0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 9,429 | $30.4 萬 | 0.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 6,459 | $29.9 萬 | 0.1% | – | – | – |