My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- 最新申報
- 2025/7/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 203
- 較 2022 年第 4 季 −2
- 總值
- $2.33 億
- 較 2022 年第 4 季 −$121.8 萬 (−0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 184,608 | $889.3 萬 | 3.8% | +11,944+6.9% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 98,355 | $735.4 萬 | 3.2% | −2,624−2.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 38,266 | $620.0 萬 | 2.7% | −289−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,760 | $571.8 萬 | 2.5% | +313+1.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12,516 | $515.0 萬 | 2.2% | +700+5.9% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 122,241 | $504.5 萬 | 2.2% | −5,599−4.4% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 101,626 | $461.1 萬 | 2.0% | −593−0.6% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 41,425 | $387.6 萬 | 1.7% | +8,897+27.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 42,680 | $385.1 萬 | 1.7% | −33,443−43.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 30,782 | $382.0 萬 | 1.6% | +30,782 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,842 | $343.9 萬 | 1.5% | −824−2.5% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,585 | $308.1 萬 | 1.3% | +12,508+23.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,780 | $297.8 萬 | 1.3% | −67−1.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 38,540 | $283.1 萬 | 1.2% | +18,743+94.7% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 60,833 | $267.0 萬 | 1.1% | +4,398+7.8% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 30,157 | $258.3 萬 | 1.1% | −3,797−11.2% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 80,584 | $256.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 51,591 | $253.0 萬 | 1.1% | −9,379−15.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 54,740 | $252.6 萬 | 1.1% | +6,633+13.8% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 54,329 | $224.4 萬 | 1.0% | +3,538+7.0% | 加碼 | – |
| VVisa Inc. | Stock | 9,636 | $218.2 萬 | 0.9% | −1,011−9.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 19,831 | $211.1 萬 | 0.9% | +356+1.8% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,833 | $204.4 萬 | 0.9% | −2,915−6.5% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 21,562 | $203.9 萬 | 0.9% | +2,775+14.8% | 加碼 | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 32,770 | $199.7 萬 | 0.9% | +3,992+13.9% | 加碼 | – |
| MAMastercard Inc | Stock | 5,309 | $191.2 萬 | 0.8% | −364−6.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,462 | $190.7 萬 | 0.8% | −8,340−17.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 79,822 | $186.9 萬 | 0.8% | +79,822 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,609 | $185.5 萬 | 0.8% | +3,165+16.3% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 39,228 | $184.6 萬 | 0.8% | +2,161+5.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,989 | $174.4 萬 | 0.7% | +169+2.9% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 23,492 | $173.7 萬 | 0.7% | −3,190−12.0% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 18,422 | $169.2 萬 | 0.7% | +3,918+27.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,367 | $166.3 萬 | 0.7% | −17−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,883 | $165.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,248 | $164.5 萬 | 0.7% | −8,351−18.7% | 減碼 | – |
| HCAHCA Healthcare, Inc. | COM | 6,064 | $164.3 萬 | 0.7% | +27+0.4% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 3,520 | $158.4 萬 | 0.7% | +90+2.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,456 | $156.8 萬 | 0.7% | −20.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,161 | $155.6 萬 | 0.7% | −664−5.6% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 14,805 | $155.1 萬 | 0.7% | +545+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,175 | $155.0 萬 | 0.7% | +497+3.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,789 | $149.7 萬 | 0.6% | +58+1.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,986 | $146.3 萬 | 0.6% | +105+1.3% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 22,316 | $145.0 萬 | 0.6% | +1,138+5.4% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 7,638 | $143.3 萬 | 0.6% | +381+5.3% | 加碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 41,492 | $141.2 萬 | 0.6% | +27,025+186.8% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 19,850 | $141.2 萬 | 0.6% | +640+3.3% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 14,642 | $138.3 萬 | 0.6% | +718+5.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,737 | $137.3 萬 | 0.6% | +277+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,491 | $135.7 萬 | 0.6% | −75−1.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,757 | $135.0 萬 | 0.6% | +86+1.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,563 | $134.1 萬 | 0.6% | −44−1.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,678 | $131.5 萬 | 0.6% | −100−0.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 20,153 | $126.3 萬 | 0.5% | +742+3.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,454 | $125.4 萬 | 0.5% | −63−0.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,972 | $123.7 萬 | 0.5% | +360+2.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 11,970 | $118.7 萬 | 0.5% | +725+6.4% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,792 | $118.6 萬 | 0.5% | +122+7.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 13,612 | $117.5 萬 | 0.5% | +1,099+8.8% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 16,637 | $116.7 萬 | 0.5% | +875+5.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,346 | $116.5 萬 | 0.5% | +77+3.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,617 | $114.6 萬 | 0.5% | −9−0.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 4,053 | $114.2 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,505 | $112.4 萬 | 0.5% | +220+5.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 14,326 | $112.3 萬 | 0.5% | +523+3.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,396 | $111.7 萬 | 0.5% | +118+1.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 17,192 | $111.5 萬 | 0.5% | −38−0.2% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 26,730 | $109.8 萬 | 0.5% | +666+2.6% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,540 | $109.7 萬 | 0.5% | −1,421−13.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,173 | $108.1 萬 | 0.5% | −667−6.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 21,304 | $107.6 萬 | 0.5% | −1,716−7.5% | 減碼 | – |
| TAT&T Inc. | Stock | 54,408 | $106.5 萬 | 0.5% | +4,902+9.9% | 加碼 | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 28,145 | $105.6 萬 | 0.5% | +1,593+6.0% | 加碼 | – |
| METMetlife Inc | Stock | 17,441 | $103.7 萬 | 0.4% | −2,060−10.6% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 5,848 | $100.1 萬 | 0.4% | +166+2.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,903 | $99.8 萬 | 0.4% | −36−0.4% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 15,565 | $97.7 萬 | 0.4% | −1,120−6.7% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 8,705 | $96.9 萬 | 0.4% | +465+5.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,272 | $95.2 萬 | 0.4% | +535+5.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,602 | $93.2 萬 | 0.4% | +307+2.7% | 加碼 | – |
| NEENextera Energy Inc | Stock | 11,500 | $90.2 萬 | 0.4% | +348+3.1% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 8,117 | $90.1 萬 | 0.4% | +666+8.9% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 50,107 | $89.9 萬 | 0.4% | +2,553+5.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,344 | $89.0 萬 | 0.4% | +564+3.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,767 | $88.8 萬 | 0.4% | −3,126−31.6% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,030 | $88.6 萬 | 0.4% | +73+3.7% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 28,496 | $85.0 萬 | 0.4% | +2,168+8.2% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 10,489 | $84.4 萬 | 0.4% | +347+3.4% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 13,451 | $84.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 21,433 | $81.9 萬 | 0.4% | −253−1.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,641 | $81.0 萬 | 0.3% | −63−0.9% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 13,925 | $80.7 萬 | 0.3% | +409+3.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,532 | $80.7 萬 | 0.3% | −167−2.5% | 減碼 | – |
| IPInternational Paper Co | COM | 22,351 | $80.2 萬 | 0.3% | +4,671+26.4% | 加碼 | 歷史 |
| BCEBce Inc | COM NEW | 17,185 | $80.0 萬 | 0.3% | +815+5.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,223 | $79.6 萬 | 0.3% | +952+4.9% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 30,250 | $79.5 萬 | 0.3% | +789+2.7% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,573 | $79.4 萬 | 0.3% | −394−4.9% | 減碼 | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 17,730 | $78.6 萬 | 0.3% | +1,058+6.3% | 加碼 | – |
2022 年第 4 季之後清倉（12 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W703 | INTL EQUITY FD | 24,188 | $121.6 萬 | 0.5% | – |
| SHWSherwin Williams Co | COM | 3,833 | $92.7 萬 | 0.4% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,318 | $75.1 萬 | 0.3% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,785 | $72.9 萬 | 0.3% | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 19,542 | $34.7 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 11,081 | $33.6 萬 | 0.1% | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 12,492 | $29.0 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,293 | $22.8 萬 | 0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,157 | $22.8 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 966 | $22.3 萬 | 0.1% | – |
| MSCIMSCI Inc. | Stock | 368 | $20.9 萬 | 0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 487 | $20.1 萬 | 0.1% | 歷史 |