O'Brien Wealth Partners LLC
- SEC CIK
- 0001689874
- 最新申報
- 2026/1/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 57
- 較 2022 年第 3 季 0
- 總值
- $2.52 億
- 較 2022 年第 3 季 +$1,415 萬 (+6.0%)
| 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 | 992,821 | $8,419 萬 | 33.4% | +24,960+2.6% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 1,162,663 | $3,747 萬 | 14.9% | +153,199+15.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 186,320 | $3,562 萬 | 14.1% | −2,370−1.3% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 773,779 | $2,185 萬 | 8.7% | +332,066+75.2% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 469,836 | $1,364 萬 | 5.4% | +21,306+4.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 56,233 | $1,241 萬 | 4.9% | −1,252−2.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 54,778 | $1,174 萬 | 4.7% | +427+0.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 103,734 | $1,006 萬 | 4.0% | −77−0.1% | 減碼 | – |
| LFSTLifeStance Health Group, Inc. | COM | 870,558 | $430.1 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 24,344 | $316.3 萬 | 1.3% | −1,465−5.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,251 | $296.5 萬 | 1.2% | +566+5.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,550 | $107.0 萬 | 0.4% | −464−5.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,014 | $79.4 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,520 | $60.4 萬 | 0.2% | +667+36.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,152 | $53.0 萬 | 0.2% | +605+39.1% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 10,376 | $51.0 萬 | 0.2% | −3,740−26.5% | 減碼 | – |
| AMEAmetek Inc | COM | 3,619 | $50.6 萬 | 0.2% | −1,111−23.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,735 | $48.3 萬 | 0.2% | −300−9.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,241 | $47.5 萬 | 0.2% | +444+55.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,710 | $44.6 萬 | 0.2% | +432+13.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,089 | $44.5 萬 | 0.2% | −136−6.1% | 減碼 | – |
| UPWKUpwork, Inc | COM | 39,314 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,615 | $39.6 萬 | 0.2% | +867+49.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,413 | $39.6 萬 | 0.2% | +17+0.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,021 | $39.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,759 | $37.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,121 | $34.9 萬 | 0.1% | −9,590−69.9% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,019 | $33.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,009 | $33.6 萬 | 0.1% | −56,625−93.4% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 1,296 | $33.0 萬 | 0.1% | +9+0.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,710 | $31.0 萬 | 0.1% | +3,710 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,571 | $29.1 萬 | 0.1% | +4,571 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,728 | $27.9 萬 | 0.1% | +1,728 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,268 | $25.2 萬 | 0.1% | +36+1.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,844 | $25.1 萬 | 0.1% | −1,026−26.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,384 | $25.0 萬 | 0.1% | +772+126.1% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,774 | $24.8 萬 | 0.1% | −39,128−91.2% | 減碼 | – |
| CVXChevron Corp | Stock | 1,356 | $24.3 萬 | 0.1% | −249−15.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 759 | $23.4 萬 | 0.1% | −61−7.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,659 | $23.4 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| HAEHaemonetics Corp | COM | 2,905 | $22.8 萬 | 0.1% | −837−22.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,783 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,006 | $22.1 萬 | 0.1% | −895−30.9% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,541 | $21.6 萬 | 0.1% | −2,966−53.9% | 減碼 | – |
| PAYXPaychex Inc | Stock | 1,541 | $17.8 萬 | 0.1% | +1,541 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 727 | $17.4 萬 | 0.1% | +727 | 新進 | 歷史 |
| ESEversource Energy | Stock | 1,994 | $16.7 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 979 | $15.4 萬 | 0.1% | +979 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 727 | $14.5 萬 | 0.1% | +727 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,690 | $14.2 萬 | 0.1% | −2,768−62.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 406 | $14.1 萬 | 0.1% | −56−12.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,478 | $13.1 萬 | 0.1% | −745−33.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 2,443 | $12.5 萬 | <0.1% | −452−15.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 906 | $12.1 萬 | <0.1% | −273−23.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 438 | $11.7 萬 | <0.1% | +438 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 333 | $10.5 萬 | <0.1% | +280+528.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 105 | $5.57 萬 | <0.1% | −138−56.8% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（8 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc46434G863 | ESG AWR MSCI EM | 25,604 | $70.8 萬 | 0.3% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,771 | $45.8 萬 | 0.2% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,189 | $40.7 萬 | 0.2% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,158 | $31.5 萬 | 0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,948 | $27.7 萬 | 0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,652 | $24.2 萬 | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 836 | $22.3 萬 | 0.1% | – |
| TSLATesla, Inc. | Stock | 145 | $3.80 萬 | <0.1% | 歷史 |