Aspirean Wealth, LLC
- SEC CIK
- 0002110285
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 20
- 較 2026 年第 1 季 +2
- 總值
- $1.08 億
- 較 2026 年第 1 季 +$1,552 萬 (+16.9%)
| 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 | 244,442 | $4,015 萬 | 37.3% | +10,685+4.6% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 179,490 | $1,598 萬 | 14.8% | −6,034−3.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 216,086 | $1,274 萬 | 11.8% | +22,931+11.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 122,164 | $1,012 萬 | 9.4% | +3,929+3.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 115,425 | $579.8 萬 | 5.4% | +12,074+11.7% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 110,227 | $526.3 萬 | 4.9% | +15,762+16.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,385 | $323.3 萬 | 3.0% | +73+1.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,689 | $293.6 萬 | 2.7% | +434+1.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 31,850 | $284.1 萬 | 2.6% | +11,342+55.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 19,612 | $202.1 萬 | 1.9% | +5,325+37.3% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 37,308 | $201.5 萬 | 1.9% | +2,330+6.7% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,728 | $165.9 萬 | 1.5% | −664−2.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,095 | $54.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,794 | $54.4 萬 | 0.5% | +1,794 | 新進 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,496 | $46.7 萬 | 0.4% | −670−7.3% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 3,433 | $28.1 萬 | 0.3% | −116−3.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,358 | $27.6 萬 | 0.3% | −128−3.7% | 減碼 | – |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 3,163 | $27.0 萬 | 0.3% | +3,163 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,928 | $23.9 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,262 | $20.8 萬 | 0.2% | +454+7.8% | 加碼 | 歷史 |