HighRoad Wealth Advisors, LLC
- SEC CIK
- 0002079807
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/27 申報。只含多頭部位。
- 持股檔數
- 35
- 2025 年第 3 季沒有申報
- 總值
- $1.05 億
- 2025 年第 3 季沒有申報
HighRoad Wealth Advisors, LLC 沒有申報 2025 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 S&P 500 ETF922908363 | ETF | 53,249 | $3,339 萬 | 31.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,541 | $1,016 萬 | 9.7% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 102,536 | $937.0 萬 | 8.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,468 | $890.0 萬 | 8.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,830 | $878.8 萬 | 8.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,770 | $747.9 萬 | 7.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,633 | $712.8 萬 | 6.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 61,241 | $329.2 萬 | 3.1% | – | – | – |
| PATKPatrick Industries Inc | COM | 14,300 | $155.1 萬 | 1.5% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,862 | $152.3 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 4,250 | $115.5 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,962 | $94.9 萬 | 0.9% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,264 | $93.7 萬 | 0.9% | – | – | – |
| CMICummins Inc | Stock | 1,650 | $84.2 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 766 | $82.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,028 | $77.5 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,111 | $75.8 萬 | 0.7% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,566 | $70.4 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 3,750 | $57.6 萬 | 0.5% | – | – | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 8,750 | $57.4 萬 | 0.5% | – | – | – |
| CATCaterpillar Inc | Stock | 935 | $53.6 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,131 | $49.6 萬 | 0.5% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,709 | $47.6 萬 | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,091 | $46.8 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,932 | $44.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,279 | $42.9 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,106 | $35.6 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,050 | $31.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 633 | $30.9 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,475 | $27.6 萬 | 0.3% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 750 | $24.3 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 500 | $24.2 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,239 | $23.1 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 607 | $20.8 萬 | 0.2% | – | – | – |
| SVCService Properties Trust | COM SH BEN INT | 15,500 | $2.85 萬 | <0.1% | – | – | 歷史 |