Wealth Advisors Northwest LLC
- SEC CIK
- 0002053892
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位。
- 持股檔數
- 55
- 2024 年第 3 季沒有申報
- 總值
- $1.47 億
- 2024 年第 3 季沒有申報
Wealth Advisors Northwest 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,120,522 | $3,876 萬 | 26.4% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 435,180 | $1,125 萬 | 7.7% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 356,030 | $1,096 萬 | 7.5% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 286,537 | $968.2 萬 | 6.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 44,100 | $967.5 萬 | 6.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 156,019 | $631.7 萬 | 4.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 166,438 | $442.2 萬 | 3.0% | – | – | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 79,405 | $419.5 萬 | 2.9% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 156,567 | $410.0 萬 | 2.8% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 156,650 | $395.2 萬 | 2.7% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 84,488 | $345.7 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 56,280 | $296.0 萬 | 2.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 26,522 | $233.1 萬 | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 44,237 | $226.2 萬 | 1.5% | – | – | – |
| TSLATesla, Inc. | Stock | 5,537 | $223.6 萬 | 1.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 8,555 | $214.2 萬 | 1.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 80,077 | $209.9 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 50,782 | $209.6 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 80,730 | $199.7 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 73,281 | $170.5 萬 | 1.2% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,829 | $168.6 萬 | 1.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 56,788 | $165.8 萬 | 1.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 20,273 | $131.9 萬 | 0.9% | – | – | – |
| NFLXNetflix Inc | Stock | 1,449 | $129.2 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,050 | $128.5 萬 | 0.9% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 32,527 | $123.3 萬 | 0.8% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 38,758 | $98.3 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 24,778 | $84.6 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,585 | $74.9 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 8,483 | $54.4 萬 | 0.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 852 | $53.0 萬 | 0.4% | – | – | – |
| HPQHP Inc | Stock | 16,181 | $52.8 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,565 | $49.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,025 | $48.5 萬 | 0.3% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 22,217 | $47.4 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 512 | $47.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 8,688 | $44.3 萬 | 0.3% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,592 | $40.1 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 15,595 | $39.8 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 11,324 | $37.2 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,106 | $34.9 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,477 | $34.9 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,826 | $34.6 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,342 | $31.1 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,673 | $29.4 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 627 | $28.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,310 | $27.7 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,376 | $26.1 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 5,126 | $24.0 萬 | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,560 | $23.4 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 9,218 | $23.0 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 575 | $22.4 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 381 | $22.3 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,088 | $20.7 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 568 | $20.5 萬 | 0.1% | – | – | 歷史 |