Pearl Planning LLC
- SEC CIK
- 0002100519
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/3 申報。只含多頭部位。
- 持股檔數
- 52
- 2025 年第 3 季沒有申報
- 總值
- $1.64 億
- 2025 年第 3 季沒有申報
Pearl Planning 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 | 40,856 | $2,562 萬 | 15.7% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 207,659 | $1,709 萬 | 10.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 198,406 | $1,470 萬 | 9.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 73,188 | $1,398 萬 | 8.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,774 | $1,212 萬 | 7.4% | – | – | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 183,437 | $940.5 萬 | 5.8% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 101,644 | $705.6 萬 | 4.3% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 56,960 | $689.0 萬 | 4.2% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 63,793 | $650.6 萬 | 4.0% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 49,163 | $565.9 萬 | 3.5% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 20,187 | $510.6 萬 | 3.1% | – | – | – |
| T Rowe Price Exchange-Traded87283Q826 | SMALL MID CAP | 114,775 | $412.0 萬 | 2.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 34,564 | $315.8 萬 | 1.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,004 | $307.4 萬 | 1.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 32,778 | $258.3 萬 | 1.6% | – | – | – |
| Vanguard World FD921910691 | ESG US CORP BD | 36,197 | $230.3 萬 | 1.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138G540 | ESG NASDAQ 100 | 52,837 | $223.9 萬 | 1.4% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 41,950 | $192.9 萬 | 1.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,348 | $185.8 萬 | 1.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,057 | $120.3 萬 | 0.7% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,069 | $117.4 萬 | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 9,504 | $97.3 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,353 | $92.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,446 | $88.9 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 15,922 | $88.5 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,977 | $88.2 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,604 | $75.9 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,078 | $75.5 萬 | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,322 | $68.1 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,418 | $67.1 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 2,449 | $66.6 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 10,918 | $64.1 萬 | 0.4% | – | – | – |
| ORCLOracle Corp | Stock | 3,056 | $59.6 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 826 | $54.5 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,112 | $53.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,587 | $50.0 萬 | 0.3% | – | – | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 5,279 | $49.8 萬 | 0.3% | – | – | – |
| RSGRepublic Services, Inc. | COM | 1,869 | $39.6 萬 | 0.2% | – | – | 歷史 |
| Engine No 1 ETF Trust29287L106 | TRANSFRM 500 ETF | 4,761 | $38.2 萬 | 0.2% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 6,883 | $33.6 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,232 | $32.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,490 | $31.6 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,665 | $31.1 萬 | 0.2% | – | – | 歷史 |
| RBB Fund Trust75526L878 | FIRS EAGL OV ETF | 6,306 | $30.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 828 | $27.8 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,161 | $26.8 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 809 | $26.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,732 | $25.8 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 745 | $23.3 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,326 | $23.0 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 663 | $22.9 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 657 | $20.6 萬 | 0.1% | – | – | 歷史 |