Bestgate Wealth Advisors, LLC
- SEC CIK
- 0002055670
- 最新申報
- 2026/7/29
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位。
- 持股檔數
- 56
- 2024 年第 3 季沒有申報
- 總值
- $4,983 萬
- 2024 年第 3 季沒有申報
Bestgate 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 11,582 | $681.8 萬 | 13.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 91,630 | $438.2 萬 | 8.8% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 178,094 | $404.3 萬 | 8.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 55,771 | $384.5 萬 | 7.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,378 | $281.5 萬 | 5.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,142 | $216.2 萬 | 4.3% | – | – | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 28,262 | $154.0 萬 | 3.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 50,198 | $115.4 萬 | 2.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 12,458 | $114.2 萬 | 2.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 53,402 | $112.5 萬 | 2.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,890 | $111.9 萬 | 2.2% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 19,387 | $107.5 萬 | 2.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,876 | $102.3 萬 | 2.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 12,590 | $88.5 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,929 | $86.2 萬 | 1.7% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,457 | $75.8 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,814 | $75.6 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,835 | $74.9 萬 | 1.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,871 | $68.7 萬 | 1.4% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 3,722 | $67.7 萬 | 1.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 2,420 | $60.6 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,202 | $54.5 萬 | 1.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,776 | $52.5 萬 | 1.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 3,720 | $50.4 萬 | 1.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,051 | $49.2 萬 | 1.0% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,291 | $45.2 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 12,877 | $44.7 萬 | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,319 | $44.1 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,015 | $42.8 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,976 | $39.9 萬 | 0.8% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 223 | $37.9 萬 | 0.8% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 7,778 | $37.2 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 690 | $37.2 萬 | 0.7% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,221 | $34.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,316 | $34.5 萬 | 0.7% | – | – | – |
| NOWServiceNow, Inc. | Stock | 321 | $34.0 萬 | 0.7% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 1,941 | $33.5 萬 | 0.7% | – | – | 歷史 |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 10,850 | $33.1 萬 | 0.7% | – | – | – |
| AXPAmerican Express Co | Stock | 1,084 | $32.2 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,810 | $32.2 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,375 | $31.1 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,357 | $30.6 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,234 | $29.9 萬 | 0.6% | – | – | – |
| BLKBlackRock, Inc. | Stock | 259 | $26.5 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,358 | $26.5 萬 | 0.5% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,127 | $25.5 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,345 | $24.0 萬 | 0.5% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,133 | $23.8 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 255 | $23.4 萬 | 0.5% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 47 | $23.4 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,576 | $22.8 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,158 | $22.1 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,095 | $20.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,265 | $20.5 萬 | 0.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,567 | $20.2 萬 | 0.4% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 687 | $20.1 萬 | 0.4% | – | – | 歷史 |