My Legacy Advisors, LLC
- SEC CIK
- 0001767802
- 最新申報
- 2025/7/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/16 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 197
- 較 2024 年第 3 季 +2
- 總值
- $2.58 億
- 較 2024 年第 3 季 +$436.8 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 246,904 | $1,114 萬 | 4.3% | −15,889−6.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,575 | $987.2 萬 | 3.8% | +688+4.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,812 | $875.7 萬 | 3.4% | +1,402+4.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,159 | $816.8 萬 | 3.2% | +376+2.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 111,155 | $775.0 萬 | 3.0% | −1,169−1.0% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 88,251 | $699.8 萬 | 2.7% | +1,380+1.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 156,849 | $674.0 萬 | 2.6% | +6,570+4.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 50,095 | $515.5 萬 | 2.0% | −2,145−4.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 35,621 | $485.3 萬 | 1.9% | +2,232+6.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,393 | $477.8 萬 | 1.9% | +1,299+6.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 25,007 | $448.7 萬 | 1.7% | +239+1.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 86,151 | $446.9 萬 | 1.7% | −1,487−1.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 38,748 | $410.5 萬 | 1.6% | +1,050+2.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 20,475 | $400.4 萬 | 1.6% | +2,121+11.6% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 39,882 | $387.8 萬 | 1.5% | +4,885+14.0% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 68,553 | $362.5 萬 | 1.4% | +4,742+7.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 146,937 | $333.1 萬 | 1.3% | +5,955+4.2% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 63,791 | $317.6 萬 | 1.2% | +6,156+10.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 32,356 | $290.5 萬 | 1.1% | +2,274+7.6% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 30,080 | $275.0 萬 | 1.1% | +1,428+5.0% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 64,313 | $269.5 萬 | 1.0% | +2,824+4.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,117 | $264.8 萬 | 1.0% | +807+8.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,812 | $261.5 萬 | 1.0% | +78+1.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,506 | $252.5 萬 | 1.0% | −35−0.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,948 | $251.0 萬 | 1.0% | +279+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,593 | $239.5 萬 | 0.9% | −47−1.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 14,615 | $234.1 萬 | 0.9% | −449−3.0% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 44,599 | $230.8 萬 | 0.9% | +22,106+98.3% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 40,573 | $227.3 萬 | 0.9% | +969+2.4% | 加碼 | – |
| MAMastercard Inc | Stock | 4,248 | $221.9 萬 | 0.9% | −88−2.0% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 7,619 | $221.7 萬 | 0.9% | −244−3.1% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 11,395 | $219.6 萬 | 0.9% | +152+1.4% | 加碼 | – |
| VVisa Inc. | Stock | 6,921 | $218.9 萬 | 0.8% | −229−3.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,342 | $216.9 萬 | 0.8% | −43−0.8% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 5,130 | $197.8 萬 | 0.8% | +56+1.1% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 9,893 | $193.6 萬 | 0.8% | −248−2.4% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 47,688 | $169.1 萬 | 0.7% | −5,776−10.8% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 7,879 | $168.8 萬 | 0.7% | +55+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,879 | $166.1 萬 | 0.6% | +218+6.0% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 31,745 | $165.5 萬 | 0.6% | +1,241+4.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,449 | $162.5 萬 | 0.6% | −362−2.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 16,497 | $150.7 萬 | 0.6% | −94−0.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,301 | $146.5 萬 | 0.6% | +235+1.9% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 24,712 | $143.4 萬 | 0.6% | −506−2.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 10,785 | $142.1 萬 | 0.6% | +531+5.2% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 16,152 | $140.1 萬 | 0.5% | +1,718+11.9% | 加碼 | – |
| PWRQuanta Services, Inc. | COM | 4,155 | $136.9 萬 | 0.5% | +117+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,228 | $134.8 萬 | 0.5% | +456+5.9% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,440 | $134.6 萬 | 0.5% | −56−2.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,680 | $132.1 萬 | 0.5% | +10+0.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,762 | $128.0 萬 | 0.5% | +28+1.6% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 15,906 | $125.6 萬 | 0.5% | −444−2.7% | 減碼依 2 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,030 | $125.3 萬 | 0.5% | +701+52.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 20,233 | $125.0 萬 | 0.5% | −486−2.3% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,449 | $123.0 萬 | 0.5% | +1,058+19.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,233 | $121.5 萬 | 0.5% | +398+3.7% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 27,203 | $119.7 萬 | 0.5% | −737−2.6% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 21,392 | $119.1 萬 | 0.5% | −513−2.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 13,753 | $116.8 萬 | 0.5% | −296−2.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,685 | $112.0 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,642 | $111.5 萬 | 0.4% | −192−5.0% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 7,768 | $109.7 萬 | 0.4% | −240−3.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 11,395 | $108.4 萬 | 0.4% | −115−1.0% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 22,810 | $107.4 萬 | 0.4% | +229+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,540 | $105.1 萬 | 0.4% | −367−12.6% | 減碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 9,946 | $103.7 萬 | 0.4% | −514−4.9% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 9,738 | $103.7 萬 | 0.4% | −54−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,501 | $102.8 萬 | 0.4% | −23−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 6,417 | $101.6 萬 | 0.4% | −374−5.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 45,799 | $100.3 萬 | 0.4% | −1,177−2.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,928 | $100.3 萬 | 0.4% | −87−1.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,336 | $98.9 萬 | 0.4% | +786+22.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,649 | $97.9 萬 | 0.4% | +110+0.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 13,967 | $96.8 萬 | 0.4% | +533+4.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,352 | $91.7 萬 | 0.4% | −323−5.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 17,995 | $91.6 萬 | 0.4% | +92+0.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,151 | $91.3 萬 | 0.4% | −76−3.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,802 | $90.0 萬 | 0.3% | +60+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,063 | $89.4 萬 | 0.3% | −63−1.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 20,783 | $88.8 萬 | 0.3% | −450−2.1% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 1,345 | $88.3 萬 | 0.3% | +150+12.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,995 | $88.2 萬 | 0.3% | −1,143−5.7% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 6,428 | $88.1 萬 | 0.3% | +344+5.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 8,870 | $86.3 萬 | 0.3% | +8,870 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 7,401 | $82.5 萬 | 0.3% | +693+10.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,065 | $82.4 萬 | 0.3% | +147+5.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,146 | $82.4 萬 | 0.3% | +406+2.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,068 | $78.4 萬 | 0.3% | −200−1.3% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 15,238 | $78.2 萬 | 0.3% | +1,201+8.6% | 加碼 | – |
| NINisource Inc. | COM | 21,190 | $78.2 萬 | 0.3% | +870+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,616 | $78.2 萬 | 0.3% | −164−9.2% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 6,915 | $76.9 萬 | 0.3% | −897−11.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 9,714 | $76.0 萬 | 0.3% | +241+2.5% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,529 | $75.9 萬 | 0.3% | +26+1.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,704 | $75.1 萬 | 0.3% | −494−9.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 9,753 | $75.0 萬 | 0.3% | −714−6.8% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,403 | $72.5 萬 | 0.3% | +394+4.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,073 | $72.0 萬 | 0.3% | −63−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,152 | $71.6 萬 | 0.3% | −1,368−24.8% | 減碼 | – |
| LINLinde PLC | Stock | 1,657 | $70.9 萬 | 0.3% | +61+3.8% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（6 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLDPrologis, Inc. | REIT | 3,305 | $41.7 萬 | 0.2% | 歷史 |
| NNNNNN REIT, Inc. | REIT | 8,473 | $41.1 萬 | 0.2% | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 6,721 | $31.8 萬 | 0.1% | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 12,045 | $31.4 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,957 | $26.4 萬 | 0.1% | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,544 | $22.1 萬 | 0.1% | – |