Five Pine Wealth Management
- SEC CIK
- 0002041807
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位。
- 持股檔數
- 40
- 2024 年第 3 季沒有申報
- 總值
- $1.19 億
- 2024 年第 3 季沒有申報
Five Pine Wealth Management 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 242,382 | $1,743 萬 | 14.7% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 238,823 | $1,371 萬 | 11.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,600 | $1,297 萬 | 10.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 20,720 | $1,116 萬 | 9.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 52,543 | $889.5 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,657 | $712.6 萬 | 6.0% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 83,291 | $492.6 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,294 | $414.2 萬 | 3.5% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 70,736 | $410.3 萬 | 3.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 123,015 | $374.8 萬 | 3.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,158 | $374.0 萬 | 3.2% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 40,913 | $279.0 萬 | 2.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 54,493 | $267.3 萬 | 2.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,443 | $214.1 萬 | 1.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 11,125 | $211.3 萬 | 1.8% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 22,026 | $201.4 萬 | 1.7% | – | – | – |
| IAUiShares Gold Trust | ETF | 39,129 | $193.7 萬 | 1.6% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 22,106 | $176.8 萬 | 1.5% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 16,654 | $124.5 萬 | 1.0% | – | – | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 20,549 | $102.6 萬 | 0.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 36,728 | $101.8 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 16,214 | $94.3 萬 | 0.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,018 | $89.2 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 31,052 | $79.2 萬 | 0.7% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 6,136 | $72.1 萬 | 0.6% | – | – | – |
| SMMTSummit Therapeutics Inc. | COM | 29,746 | $53.1 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 493 | $45.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,815 | $42.8 萬 | 0.4% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,805 | $39.9 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 17,834 | $38.7 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 865 | $36.5 萬 | 0.3% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,288 | $26.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 10,713 | $24.3 萬 | 0.2% | – | – | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 5,994 | $23.3 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,235 | $23.1 萬 | 0.2% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 3,936 | $22.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 771 | $21.6 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 5,059 | $21.2 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 456 | $20.7 萬 | 0.2% | – | – | 歷史 |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 4,014 | $20.1 萬 | 0.2% | – | – | – |