Eq Wealth Advisors, LLC
- SEC CIK
- 0002047572
- 最新申報
- 2026/7/24
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
- 50
- 2024 年第 3 季沒有申報
- 總值
- $1.04 億
- 2024 年第 3 季沒有申報
Eq Wealth Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 26,159 | $1,186 萬 | 11.4% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 384,059 | $1,048 萬 | 10.1% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 120,427 | $815.5 萬 | 7.8% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 305,919 | $790.2 萬 | 7.6% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 156,071 | $580.1 萬 | 5.6% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 178,369 | $549.0 萬 | 5.3% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 197,818 | $512.7 萬 | 4.9% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 111,032 | $393.9 萬 | 3.8% | – | – | – |
| IAUiShares Gold Trust | ETF | 73,808 | $365.4 萬 | 3.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 130,069 | $345.6 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 108,914 | $327.1 萬 | 3.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 37,989 | $303.9 萬 | 2.9% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 107,780 | $276.3 萬 | 2.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,820 | $270.6 萬 | 2.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 94,762 | $255.1 萬 | 2.5% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 47,855 | $199.1 萬 | 1.9% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 65,720 | $190.9 萬 | 1.8% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 64,159 | $190.6 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,325 | $182.3 萬 | 1.8% | – | – | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 59,216 | $173.0 萬 | 1.7% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 55,814 | $146.3 萬 | 1.4% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 37,410 | $127.7 萬 | 1.2% | – | – | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 16,118 | $110.6 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 13,811 | $105.5 萬 | 1.0% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 37,895 | $89.7 萬 | 0.9% | – | – | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 28,489 | $89.5 萬 | 0.9% | – | – | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 19,179 | $80.3 萬 | 0.8% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 28,934 | $64.2 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,600 | $46.4 萬 | 0.4% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 13,006 | $43.2 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,873 | $41.7 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,620 | $40.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,819 | $37.6 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,696 | $37.2 萬 | 0.4% | – | – | 歷史 |
| CSXCSX Corp | Stock | 11,296 | $36.5 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 849 | $34.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,149 | $33.6 萬 | 0.3% | – | – | – |
| Capital Group New Geography14021N105 | SHS | 12,123 | $30.0 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 1,985 | $28.8 萬 | 0.3% | – | – | 歷史 |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 25,875 | $28.0 萬 | 0.3% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 9,482 | $24.5 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 972 | $23.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 393 | $23.1 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,300 | $23.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,529 | $22.3 萬 | 0.2% | – | – | – |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 17,697 | $21.5 萬 | 0.2% | – | – | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,642 | $21.3 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 263 | $20.3 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 76,439 | $16.0 萬 | 0.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 16,135 | $1.61 萬 | <0.1% | – | – | 歷史 |