Johnson & White Wealth Management, LLC
- SEC CIK
- 0001954136
- 最新申報
- 2026/7/16
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位。
- 持股檔數
- 76
- 2022 年第 2 季沒有申報
- 總值
- $8,864 萬
- 2022 年第 2 季沒有申報
Johnson & White Wealth Management, LLC 沒有申報 2022 年第 2 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 |
|---|---|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 212,743 | $746.3 萬 | 8.4% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 51,076 | $569.5 萬 | 6.4% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 115,553 | $551.5 萬 | 6.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 73,892 | $490.9 萬 | 5.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 164,799 | $406.2 萬 | 4.6% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 25,648 | $373.7 萬 | 4.2% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 145,643 | $328.1 萬 | 3.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 56,173 | $324.8 萬 | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,734 | $272.7 萬 | 3.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,448 | $251.0 萬 | 2.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 132,392 | $214.2 萬 | 2.4% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,382 | $213.5 萬 | 2.4% | – | – | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 20,777 | $205.1 萬 | 2.3% | – | – | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 25,743 | $192.6 萬 | 2.2% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 21,917 | $190.0 萬 | 2.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 38,763 | $186.2 萬 | 2.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 34,896 | $176.9 萬 | 2.0% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 21,843 | $172.3 萬 | 1.9% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 26,280 | $147.2 萬 | 1.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,329 | $119.7 萬 | 1.4% | – | – | 歷史 |
| YORWYork Water Co | COM | 27,802 | $106.8 萬 | 1.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,662 | $101.1 萬 | 1.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 16,228 | $100.6 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,672 | $95.8 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,510 | $88.9 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,476 | $81.0 萬 | 0.9% | – | – | 歷史 |
| Listed FD Tr53656F870 | SHARES FOREIGN | 42,610 | $80.5 萬 | 0.9% | – | – | – |
| BACBank of America Corp | Stock | 25,315 | $76.5 萬 | 0.9% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,635 | $75.6 萬 | 0.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,451 | $73.3 萬 | 0.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,028 | $73.2 萬 | 0.8% | – | – | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 25,604 | $72.6 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,335 | $71.8 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,848 | $62.8 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,643 | $58.0 萬 | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,265 | $56.1 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,964 | $55.8 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,320 | $54.5 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,484 | $54.5 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,515 | $54.1 萬 | 0.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,861 | $52.9 萬 | 0.6% | – | – | 歷史 |
| HSYHershey Co | COM | 2,382 | $52.5 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,968 | $52.4 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,256 | $52.1 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,601 | $52.0 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,874 | $47.4 萬 | 0.5% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,210 | $47.4 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 17,383 | $44.8 萬 | 0.5% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,659 | $41.2 萬 | 0.5% | – | – | 歷史 |
| Listed FDS Tr53656F805 | SHARES LAG CAP | 14,304 | $41.0 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,277 | $40.9 萬 | 0.5% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 10,189 | $40.8 萬 | 0.5% | – | – | 歷史 |
| Listed FD Tr53656F888 | SHARES SML CAP | 15,091 | $40.3 萬 | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 7,605 | $39.4 萬 | 0.4% | – | – | – |
| CCitigroup Inc | Stock | 9,367 | $39.0 萬 | 0.4% | – | – | 歷史 |
| ARTNAArtesian Resources Corp | CL A | 7,764 | $37.4 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,220 | $36.3 萬 | 0.4% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 4,287 | $34.6 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 11,540 | $33.8 萬 | 0.4% | – | – | 歷史 |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 29,106 | $31.9 萬 | 0.4% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,524 | $30.3 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,107 | $29.6 萬 | 0.3% | – | – | – |
| PAYXPaychex Inc | Stock | 2,628 | $29.5 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 4,331 | $26.8 萬 | 0.3% | – | – | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 11,006 | $23.9 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,651 | $23.7 萬 | 0.3% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,584 | $23.7 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,745 | $23.4 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,005 | $22.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 707 | $21.7 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,445 | $21.3 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 5,258 | $21.1 萬 | 0.2% | – | – | 歷史 |
| CVLYCodorus Valley Bancorp Inc | COM | 11,112 | $20.9 萬 | 0.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,008 | $20.6 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,115 | $20.2 萬 | 0.2% | – | – | 歷史 |
| VFCV F Corp | Stock | 6,721 | $20.1 萬 | 0.2% | – | – | 歷史 |