River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 222
- 較 2021 年第 3 季 +6
- 總值
- $6.45 億
- 較 2021 年第 3 季 +$6,078 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 194,274 | $3,450 萬 | 5.4% | +6,931+3.7% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 376,053 | $2,305 萬 | 3.6% | −8,284−2.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 66,162 | $2,225 萬 | 3.5% | +1,497+2.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 99,860 | $2,221 萬 | 3.4% | +11,490+13.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 44,708 | $2,133 萬 | 3.3% | +1,645+3.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 210,637 | $1,749 萬 | 2.7% | +8,625+4.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 60,862 | $1,715 萬 | 2.7% | +759+1.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 192,143 | $1,628 萬 | 2.5% | +17,322+9.9% | 加碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 187,970 | $1,559 萬 | 2.4% | +3,956+2.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,429 | $1,283 萬 | 2.0% | +137+3.2% | 加碼 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 246,117 | $1,256 萬 | 1.9% | +6,524+2.7% | 加碼 | – |
| ACNAccenture plc | Stock | 29,470 | $1,222 萬 | 1.9% | +928+3.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,624 | $1,208 萬 | 1.9% | +136+3.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 48,213 | $1,045 萬 | 1.6% | +1,047+2.2% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 19,556 | $906.5 萬 | 1.4% | +33+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 33,753 | $902.6 萬 | 1.4% | +425+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,998 | $870.9 萬 | 1.4% | +715+1.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 163,406 | $808.2 萬 | 1.3% | +5,525+3.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 51,420 | $796.4 萬 | 1.2% | +2,135+4.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 128,058 | $766.6 萬 | 1.2% | +98,048+326.7% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 27,583 | $713.0 萬 | 1.1% | +303+1.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 40,465 | $702.9 萬 | 1.1% | +1,043+2.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 22,743 | $692.0 萬 | 1.1% | +632+2.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 19,099 | $686.3 萬 | 1.1% | −20.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,501 | $637.5 萬 | 1.0% | −166,475−56.1% | 減碼 | – |
| BACBank of America Corp | Stock | 142,891 | $635.7 萬 | 1.0% | +1,382+1.0% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 38,762 | $625.4 萬 | 1.0% | +59+0.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 33,786 | $617.8 萬 | 1.0% | −565−1.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 8,521 | $568.6 萬 | 0.9% | +59+0.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 33,587 | $565.5 萬 | 0.9% | +133+0.4% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 27,564 | $556.9 萬 | 0.9% | −193−0.7% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 22,042 | $546.9 萬 | 0.8% | −89−0.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 31,591 | $546.0 萬 | 0.8% | +743+2.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 25,193 | $505.2 萬 | 0.8% | +29+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,739 | $503.2 萬 | 0.8% | −11−0.6% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 44,561 | $483.3 萬 | 0.7% | +2,578+6.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 14,588 | $480.0 萬 | 0.7% | −226−1.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,948 | $479.8 萬 | 0.7% | −89−0.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 60,414 | $475.3 萬 | 0.7% | −845−1.4% | 減碼 | – |
| ARWArrow Electronics, Inc. | COM | 34,057 | $457.3 萬 | 0.7% | −741−2.1% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 130,219 | $454.2 萬 | 0.7% | +1,263+1.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 54,849 | $445.7 萬 | 0.7% | +3,450+6.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 10,664 | $442.6 萬 | 0.7% | +197+1.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 19,657 | $442.2 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 38,821 | $429.7 萬 | 0.7% | −608−1.5% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 93,354 | $406.6 萬 | 0.6% | +2,263+2.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,075 | $400.8 萬 | 0.6% | +176+1.8% | 加碼 | – |
| CVSCVS Health Corp | Stock | 37,986 | $391.9 萬 | 0.6% | +1,126+3.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 66,066 | $386.8 萬 | 0.6% | −44−0.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 15,182 | $381.0 萬 | 0.6% | +928+6.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 31,999 | $375.5 萬 | 0.6% | +1,196+3.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 42,710 | $372.5 萬 | 0.6% | −719−1.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 66,113 | $371.4 萬 | 0.6% | +2,275+3.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,808 | $362.2 萬 | 0.6% | +1,598+8.8% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 10,452 | $362.1 萬 | 0.6% | −166−1.6% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 24,818 | $360.1 萬 | 0.6% | +1,028+4.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,957 | $347.4 萬 | 0.5% | +2,104+35.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 10,269 | $345.4 萬 | 0.5% | −10−0.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 20,446 | $340.8 萬 | 0.5% | +358+1.8% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 56,262 | $321.6 萬 | 0.5% | −549−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,208 | $311.5 萬 | 0.5% | −388−2.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,823 | $309.1 萬 | 0.5% | +367+2.5% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 38,402 | $308.9 萬 | 0.5% | −939−2.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 21,723 | $294.1 萬 | 0.5% | +816+3.9% | 加碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 21,768 | $288.3 萬 | 0.4% | +918+4.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 16,319 | $283.7 萬 | 0.4% | +809+5.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 20,808 | $276.5 萬 | 0.4% | −82−0.4% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 24,402 | $259.0 萬 | 0.4% | +664+2.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 35,872 | $258.9 萬 | 0.4% | +1,242+3.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,774 | $258.0 萬 | 0.4% | +140+1.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 13,195 | $255.1 萬 | 0.4% | −143−1.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 48,605 | $252.5 萬 | 0.4% | −3,354−6.5% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 18,989 | $241.2 萬 | 0.4% | +221+1.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,723 | $237.2 萬 | 0.4% | +164+3.6% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 43,686 | $235.0 萬 | 0.4% | −2,666−5.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,933 | $228.3 萬 | 0.4% | +519+2.7% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 25,321 | $225.3 萬 | 0.3% | −527−2.0% | 減碼 | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $221.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PPLPPL Corp | COM | 72,485 | $217.9 萬 | 0.3% | +6,670+10.1% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 55,778 | $200.5 萬 | 0.3% | +4,068+7.9% | 加碼 | – |
| CMCSAComcast Corp | Stock | 39,726 | $199.9 萬 | 0.3% | +7,255+22.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 23,194 | $199.6 萬 | 0.3% | +409+1.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,188 | $197.7 萬 | 0.3% | −95−2.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,844 | $185.9 萬 | 0.3% | −181−3.0% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 24,732 | $180.8 萬 | 0.3% | −2,228−8.3% | 減碼 | – |
| PSXPhillips 66 | Stock | 23,677 | $171.6 萬 | 0.3% | +1,185+5.3% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 13,960 | $171.1 萬 | 0.3% | −44−0.3% | 減碼 | – |
| TMToyota Motor Corp | ADS | 8,943 | $165.7 萬 | 0.3% | +288+3.3% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,424 | $165.6 萬 | 0.3% | −279−3.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $162.4 萬 | 0.3% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 20,452 | $160.7 萬 | 0.2% | −250−1.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,282 | $155.9 萬 | 0.2% | −390−10.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 18,205 | $155.4 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,815 | $152.2 萬 | 0.2% | −789−2.6% | 減碼 | – |
| NEENextera Energy Inc | Stock | 16,272 | $151.9 萬 | 0.2% | +488+3.1% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 8,542 | $151.1 萬 | 0.2% | +265+3.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,725 | $144.0 萬 | 0.2% | +975+4.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,899 | $143.3 萬 | 0.2% | +18+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,701 | $140.6 萬 | 0.2% | +230+5.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,304 | $135.8 萬 | 0.2% | +199+2.5% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（5 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,119 | $29.1 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,058 | $25.8 萬 | <0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,587 | $21.1 萬 | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 2,223 | $21.1 萬 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,291 | $20.6 萬 | <0.1% | – |