My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- 最新申報
- 2025/7/11
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/7 申報。只含多頭部位。
- 持股檔數
- 179
- 2021 年第 4 季沒有申報
- 總值
- $2.15 億
- 2021 年第 4 季沒有申報
My Legacy Advisors, LLC 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435U853 | BROAD USD HIGH | 320,040 | $1,244 萬 | 5.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 107,576 | $855.7 萬 | 4.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 141,562 | $762.3 萬 | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 133,778 | $642.5 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 34,268 | $598.4 萬 | 2.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 129,105 | $595.6 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,639 | $513.0 萬 | 2.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 22,363 | $459.0 萬 | 2.1% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 193,989 | $391.1 萬 | 1.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 106,719 | $348.5 萬 | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,349 | $332.7 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 22,170 | $327.6 萬 | 1.5% | – | – | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 90,956 | $312.8 萬 | 1.5% | – | – | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 75,199 | $283.7 萬 | 1.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 53,124 | $273.9 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,519 | $273.8 萬 | 1.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 5,005 | $255.2 萬 | 1.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 897 | $249.5 萬 | 1.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,201 | $209.3 萬 | 1.0% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 76,055 | $205.3 萬 | 1.0% | – | – | – |
| VVisa Inc. | Stock | 8,978 | $199.1 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 22,114 | $191.6 萬 | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,066 | $184.5 萬 | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,457 | $177.0 萬 | 0.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 17,630 | $172.4 萬 | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,966 | $170.8 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,737 | $169.3 萬 | 0.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 13,102 | $166.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 32,107 | $164.4 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,420 | $151.7 萬 | 0.7% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,521 | $148.9 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,908 | $146.9 萬 | 0.7% | – | – | 歷史 |
| iShares Inc464286285 | JP MRGN EM HI BD | 35,128 | $139.8 萬 | 0.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 18,760 | $138.3 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 18,300 | $136.9 萬 | 0.6% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,002 | $136.8 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,851 | $135.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,398 | $130.2 萬 | 0.6% | – | – | – |
| CTASCintas Corp | Stock | 3,046 | $129.6 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,150 | $128.5 萬 | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 3,805 | $128.3 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 11,916 | $124.9 萬 | 0.6% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 4,961 | $124.3 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 381 | $124.2 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,214 | $123.8 萬 | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,718 | $121.9 萬 | 0.6% | – | – | – |
| QCOMQualcomm Inc | Stock | 7,785 | $119.0 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,649 | $117.9 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 18,965 | $117.6 萬 | 0.5% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 27,234 | $117.2 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 12,168 | $110.7 萬 | 0.5% | – | – | 歷史 |
| METMetlife Inc | Stock | 15,692 | $110.3 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 20,733 | $110.2 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,010 | $107.1 萬 | 0.5% | – | – | 歷史 |
| CMECME Group Inc. | COM | 4,499 | $107.0 萬 | 0.5% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 14,887 | $106.9 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,289 | $105.3 萬 | 0.5% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,072 | $103.6 萬 | 0.5% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,655 | $101.9 萬 | 0.5% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 7,461 | $101.8 萬 | 0.5% | – | – | 歷史 |
| ORealty Income Corp | REIT | 14,593 | $101.1 萬 | 0.5% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 6,248 | $100.9 萬 | 0.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,167 | $99.9 萬 | 0.5% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 9,959 | $99.4 萬 | 0.5% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 22,365 | $97.2 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,960 | $97.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,635 | $96.9 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 26,591 | $96.8 萬 | 0.4% | – | – | – |
| SHWSherwin Williams Co | COM | 3,815 | $95.2 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,824 | $94.6 萬 | 0.4% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 6,851 | $93.1 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 17,968 | $93.0 萬 | 0.4% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,384 | $92.4 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 16,751 | $92.4 萬 | 0.4% | – | – | – |
| EMREmerson Electric Co | Stock | 9,323 | $91.4 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 18,946 | $90.7 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 6,008 | $89.5 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,486 | $89.0 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,791 | $88.5 萬 | 0.4% | – | – | 歷史 |
| AONAon plc | CL A | 2,625 | $85.5 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,315 | $85.0 萬 | 0.4% | – | – | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 4,013 | $84.1 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,978 | $83.5 萬 | 0.4% | – | – | 歷史 |
| KEYKeycorp | COM | 37,328 | $83.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,665 | $83.2 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 16,293 | $83.0 萬 | 0.4% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,448 | $82.3 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 6,195 | $81.7 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 4,292 | $80.9 萬 | 0.4% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 4,132 | $80.9 萬 | 0.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,732 | $80.1 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 9,300 | $78.8 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 7,000 | $78.2 萬 | 0.4% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 17,176 | $77.9 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,749 | $77.2 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,970 | $76.5 萬 | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 16,165 | $75.7 萬 | 0.4% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 4,087 | $75.4 萬 | 0.4% | – | – | 歷史 |
| TRUTransUnion | COM | 7,275 | $75.2 萬 | 0.3% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 2,637 | $74.9 萬 | 0.3% | – | – | 歷史 |