Legacy Financial Advisors, Inc.
- SEC CIK
- 0001730810
- 最新申報
- 2026/8/5
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/26 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 183
- 較 2021 年第 2 季 +10
- 總值
- $4.08 億
- 較 2021 年第 2 季 +$1,294 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,231,805 | $9,054 萬 | 22.2% | +10,106+0.8% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 659,422 | $6,487 萬 | 15.9% | −5,270−0.8% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 869,331 | $4,368 萬 | 10.7% | +7,770+0.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,108,076 | $2,940 萬 | 7.2% | +61,002+5.8% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 336,834 | $2,538 萬 | 6.2% | +11,101+3.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 161,719 | $1,201 萬 | 2.9% | +1,866+1.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 77,199 | $1,079 萬 | 2.6% | +1,152+1.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,524 | $870.6 萬 | 2.1% | +3,935+6.8% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 132,771 | $866.6 萬 | 2.1% | +5,167+4.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 34,767 | $569.1 萬 | 1.4% | +1,438+4.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,276 | $515.2 萬 | 1.3% | +1,654+10.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 15,050 | $294.4 萬 | 0.7% | +213+1.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,689 | $288.2 萬 | 0.7% | +467+7.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 844 | $277.2 萬 | 0.7% | +90+11.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 44,755 | $266.0 萬 | 0.7% | +1,199+2.8% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 60,241 | $255.7 萬 | 0.6% | +2,650+4.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 65,548 | $200.8 萬 | 0.5% | −2,312−3.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 12,255 | $197.9 萬 | 0.5% | +857+7.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 737 | $196.4 萬 | 0.5% | +104+16.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 629 | $168.2 萬 | 0.4% | +19+3.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 37,603 | $161.7 萬 | 0.4% | +5,050+15.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,162 | $141.3 萬 | 0.3% | +670+19.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 26,120 | $139.2 萬 | 0.3% | +2,975+12.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,330 | $130.1 萬 | 0.3% | +321+10.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,554 | $128.2 萬 | 0.3% | +3,303+16.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,900 | $128.0 萬 | 0.3% | +339+9.5% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,893 | $126.9 萬 | 0.3% | +60.0% | 加碼 | – |
| CSXCSX Corp | Stock | 42,110 | $125.2 萬 | 0.3% | +1,537+3.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,822 | $119.7 萬 | 0.3% | +2,011+9.7% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 5,727 | $119.7 萬 | 0.3% | +173+3.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,742 | $118.9 萬 | 0.3% | +702+13.9% | 加碼依 4 比 1 拆股換算 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,848 | $118.0 萬 | 0.3% | +3,328+18.0% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 19,531 | $114.5 萬 | 0.3% | +399+2.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,946 | $111.4 萬 | 0.3% | −21−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,935 | $109.9 萬 | 0.3% | +472+10.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,583 | $107.3 萬 | 0.3% | +168+3.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,086 | $106.2 萬 | 0.3% | −14,504−40.8% | 減碼 | – |
| BACBank of America Corp | Stock | 22,860 | $97.0 萬 | 0.2% | +7,028+44.4% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 2,541 | $96.7 萬 | 0.2% | −35−1.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,244 | $96.5 萬 | 0.2% | +252+25.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,627 | $95.4 萬 | 0.2% | +394+12.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 12,502 | $93.9 萬 | 0.2% | +579+4.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,820 | $87.5 萬 | 0.2% | +830+16.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,206 | $87.5 萬 | 0.2% | +621+24.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,555 | $86.8 萬 | 0.2% | +941+12.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 9,933 | $85.4 萬 | 0.2% | +380+4.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,336 | $85.0 萬 | 0.2% | −428−11.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,319 | $80.0 萬 | 0.2% | +524+18.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,317 | $79.9 萬 | 0.2% | +1,572+27.4% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,278 | $77.9 萬 | 0.2% | +211+5.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,393 | $75.2 萬 | 0.2% | +349+6.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,948 | $74.6 萬 | 0.2% | +590+11.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 9,519 | $74.5 萬 | 0.2% | +2,001+26.6% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,506 | $74.4 萬 | 0.2% | +468+15.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,926 | $71.5 萬 | 0.2% | +45+0.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,039 | $70.9 萬 | 0.2% | +56+2.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,091 | $69.2 萬 | 0.2% | +196+5.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,710 | $67.2 萬 | 0.2% | +348+4.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,372 | $66.1 萬 | 0.2% | +747+28.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,973 | $65.9 萬 | 0.2% | +802+15.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,967 | $63.1 萬 | 0.2% | −82−2.7% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C301 | FUTURE TECH ETF | 17,937 | $63.1 萬 | 0.2% | +284+1.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 5,230 | $61.8 萬 | 0.2% | +899+20.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 7,602 | $60.7 萬 | 0.1% | +1,806+31.2% | 加碼 | – |
| BABoeing Co | Stock | 2,639 | $58.0 萬 | 0.1% | +90+3.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,459 | $57.1 萬 | 0.1% | +89+3.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,327 | $56.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,036 | $56.1 萬 | 0.1% | +591+7.9% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,713 | $54.8 萬 | 0.1% | +234+15.8% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 5,236 | $53.6 萬 | 0.1% | −39−0.7% | 減碼 | – |
| CMCSAComcast Corp | Stock | 9,517 | $53.2 萬 | 0.1% | +1,257+15.2% | 加碼 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 6,568 | $52.7 萬 | 0.1% | +26+0.4% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 5,671 | $51.3 萬 | 0.1% | +30+0.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 896 | $51.2 萬 | 0.1% | +172+23.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,958 | $51.0 萬 | 0.1% | +44+2.3% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,321 | $50.7 萬 | 0.1% | +335+4.2% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,436 | $49.9 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,470 | $49.4 萬 | 0.1% | +33+1.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 839 | $48.3 萬 | 0.1% | +120+16.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,443 | $47.9 萬 | 0.1% | −213−8.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,285 | $47.8 萬 | 0.1% | +464+12.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 773 | $47.2 萬 | 0.1% | +159+25.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,000 | $47.1 萬 | 0.1% | +440+7.9% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 3,030 | $47.1 萬 | 0.1% | −24−0.8% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,146 | $46.6 萬 | 0.1% | +94+2.3% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 30,069 | $46.5 萬 | 0.1% | +1,096+3.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,396 | $45.3 萬 | 0.1% | −136−3.0% | 減碼依 1 比 8 拆股換算 | 歷史 |
| ASMLASML Holding NV | ADR | 607 | $45.2 萬 | 0.1% | +65+12.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,609 | $43.6 萬 | 0.1% | +251+18.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 4,460 | $43.4 萬 | 0.1% | +655+17.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,137 | $43.4 萬 | 0.1% | +174+8.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,412 | $43.0 萬 | 0.1% | +301+27.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,765 | $42.5 萬 | 0.1% | +35+1.3% | 加碼 | – |
| CFRCullen/Frost Bankers, Inc. | COM | 3,557 | $42.2 萬 | 0.1% | +122+3.6% | 加碼 | 歷史 |
| CRCrane Co | COM | 4,446 | $42.2 萬 | 0.1% | +292+7.0% | 加碼 | 歷史 |
| HESHess Corp | Stock | 5,301 | $41.4 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 5,582 | $40.8 萬 | 0.1% | −86−1.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,774 | $40.7 萬 | 0.1% | −331−8.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,155 | $40.6 萬 | 0.1% | +145+4.8% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 3,344 | $39.9 萬 | 0.1% | +91+2.8% | 加碼 | 歷史 |
2021 年第 2 季之後清倉（4 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。