TCWP LLC
- SEC CIK
- 0001907375
- 最新申報
- 2024/11/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/6/13 申報。只含多頭部位。
- 持股檔數
- 260
- 2021 年第 3 季沒有申報
- 總值
- $5.04 億
- 2021 年第 3 季沒有申報
TCWP LLC 沒有申報 2021 年第 3 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 Tr464288729 | GLOB INDSTRL ETF | 8,847 | $109.2 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,043 | $105.5 萬 | 0.2% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 32,170 | $105.3 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,854 | $95.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 23,515 | $94.8 萬 | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 6,174 | $94.2 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,448 | $92.4 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 11,920 | $91.5 萬 | 0.2% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 9,641 | $87.3 萬 | 0.2% | – | – | – |
| SYKStryker Corp | Stock | 3,260 | $87.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,086 | $87.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,413 | $86.7 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,521 | $82.6 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,830 | $82.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 20,708 | $81.6 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,615 | $80.2 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,517 | $77.5 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 2,130 | $76.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 28,353 | $70.8 萬 | 0.1% | – | – | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 10,908 | $70.6 萬 | 0.1% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 22,799 | $70.4 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 5,946 | $69.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 13,681 | $68.8 萬 | 0.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 8,413 | $66.8 萬 | 0.1% | – | – | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 13,074 | $64.6 萬 | 0.1% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 12,768 | $64.3 萬 | 0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 5,803 | $63.2 萬 | 0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,750 | $61.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 27,702 | $59.4 萬 | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,072 | $58.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 26,852 | $57.4 萬 | 0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,869 | $57.3 萬 | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 6,613 | $56.9 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,914 | $56.6 萬 | 0.1% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 11,789 | $56.0 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 25,595 | $56.0 萬 | 0.1% | – | – | – |
| PGRProgressive Corp | Stock | 5,423 | $55.6 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 12,098 | $55.2 萬 | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,928 | $54.7 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 24,853 | $54.2 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,713 | $54.0 萬 | 0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 13,452 | $53.5 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 16,044 | $52.6 萬 | 0.1% | – | – | – |
| SIGISelective Insurance Group Inc | COM | 6,280 | $51.4 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,975 | $51.0 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,251 | $50.3 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 777 | $49.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,550 | $49.2 萬 | 0.1% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,613 | $48.4 萬 | 0.1% | – | – | – |
| ETNEaton Corp plc | Stock | 2,792 | $48.2 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,555 | $48.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,697 | $47.9 萬 | 0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 4,478 | $47.5 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 17,987 | $47.3 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 1,414 | $46.5 萬 | 0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,848 | $45.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 6,539 | $44.1 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 2,097 | $43.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 20,523 | $43.4 萬 | 0.1% | – | – | – |
| BLKBlackRock, Inc. | COM | 471 | $43.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,741 | $43.0 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 4,565 | $42.6 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 10,676 | $42.4 萬 | 0.1% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,119 | $42.2 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,575 | $42.1 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 5,395 | $41.5 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 993 | $41.1 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,464 | $41.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,399 | $40.8 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,615 | $40.6 萬 | 0.1% | – | – | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 13,503 | $40.6 萬 | 0.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 6,091 | $40.1 萬 | 0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 6,766 | $39.6 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,107 | $39.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,815 | $38.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 25,676 | $38.5 萬 | 0.1% | – | – | – |
| iShares Tr46436E759 | ESG EAFE ETF | 5,540 | $38.1 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 14,627 | $37.9 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 4,052 | $37.6 萬 | 0.1% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,106 | $36.8 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,239 | $36.2 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 700 | $36.2 萬 | 0.1% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 3,294 | $36.0 萬 | 0.1% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 8,720 | $35.6 萬 | 0.1% | – | – | – |
| MDTMedtronic plc | Stock | 3,343 | $34.5 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,924 | $34.2 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,139 | $34.0 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,243 | $33.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 6,492 | $33.2 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,199 | $33.1 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,798 | $33.1 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 6,565 | $33.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 3,608 | $32.6 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,820 | $32.5 萬 | 0.1% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 5,264 | $32.2 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 2,030 | $31.9 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 517 | $31.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,083 | $31.0 萬 | 0.1% | – | – | – |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,217 | $31.0 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,751 | $30.4 萬 | 0.1% | – | – | 歷史 |