Aspirean Wealth, LLC
- SEC CIK
- 0002110285
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 18
- 2025 年第 3 季沒有申報
- 總值
- $9,156 萬
- 2025 年第 3 季沒有申報
Aspirean Wealth, 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 229,229 | $3,408 萬 | 37.2% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 187,023 | $1,543 萬 | 16.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 188,408 | $1,129 萬 | 12.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 116,475 | $782.9 萬 | 8.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 101,407 | $501.6 萬 | 5.5% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 88,142 | $422.6 萬 | 4.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,792 | $294.4 萬 | 3.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,313 | $294.1 萬 | 3.2% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 36,408 | $181.7 萬 | 2.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 24,394 | $145.2 萬 | 1.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 16,827 | $138.5 萬 | 1.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 12,124 | $113.9 萬 | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,088 | $54.7 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,863 | $41.3 萬 | 0.5% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,314 | $31.3 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,541 | $26.3 萬 | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,480 | $24.2 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 482 | $22.8 萬 | 0.2% | – | – | – |