Aspirean Wealth, LLC
- SEC CIK
- 0002110285
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 18
- 較 2025 年第 4 季 0
- 總值
- $9,208 萬
- 較 2025 年第 4 季 +$51.9 萬 (+0.6%)
| 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 | 233,757 | $3,329 萬 | 36.2% | +4,528+2.0% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 185,524 | $1,550 萬 | 16.8% | −1,499−0.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 193,155 | $1,150 萬 | 12.5% | +4,747+2.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 118,235 | $824.7 萬 | 9.0% | +1,760+1.5% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 103,351 | $516.2 萬 | 5.6% | +1,944+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 94,465 | $452.3 萬 | 4.9% | +6,323+7.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,255 | $292.1 萬 | 3.2% | −58−0.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,312 | $248.9 萬 | 2.7% | −480−10.0% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 34,978 | $184.6 萬 | 2.0% | −1,430−3.9% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 20,508 | $174.0 萬 | 1.9% | +3,681+21.9% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 24,392 | $152.3 萬 | 1.7% | −20.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 14,287 | $142.7 萬 | 1.5% | +2,163+17.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,095 | $52.5 萬 | 0.6% | +7+0.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,166 | $44.4 萬 | 0.5% | +303+3.4% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,549 | $25.2 萬 | 0.3% | +8+0.2% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,486 | $24.8 萬 | 0.3% | +6+0.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,808 | $22.3 萬 | 0.2% | −506−8.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 482 | $20.6 萬 | 0.2% | 00.0% | 不變 | – |