PFW Advisors LLC
- SEC CIK
- 0001989744
- 最新申報
- 2026/7/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位。
- 持股檔數
- 119
- 2023 年第 1 季沒有申報
- 總值
- $3.00 億
- 2023 年第 1 季沒有申報
PFW 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 |
|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 8,459 | $261.4 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 44,777 | $323.0 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,212 | $327.8 萬 | 1.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 23,377 | $415.6 萬 | 1.4% | – | – | 歷史 |
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 134,280 | $457.3 萬 | 1.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 83,251 | $593.1 萬 | 2.0% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 65,240 | $597.5 萬 | 2.0% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 141,081 | $629.8 萬 | 2.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 68,487 | $658.0 萬 | 2.2% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 94,715 | $670.3 萬 | 2.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 169,551 | $782.0 萬 | 2.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 49,839 | $951.9 萬 | 3.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,574 | $973.4 萬 | 3.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 205,279 | $1,511 萬 | 5.0% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 401,198 | $1,587 萬 | 5.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 124,293 | $1,999 萬 | 6.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 80,178 | $2,191 萬 | 7.3% | – | – | – |
| VMCVulcan Materials CO | COM | 120,519 | $2,699 萬 | 9.0% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 484,951 | $2,966 萬 | 9.9% | – | – | 歷史 |