Oak Hill Wealth Advisors, LLC
- SEC CIK
- 0001964849
- 最新申報
- 2025/10/30
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 114
- 較 2024 年第 1 季 +114
- 總值
- $3.30 億
- 較 2024 年第 1 季 +$3.30 億
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 236,699 | $5,908 萬 | 17.9% | +236,699 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 165,677 | $4,011 萬 | 12.2% | +165,677 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 195,951 | $3,577 萬 | 10.8% | +195,951 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 182,295 | $2,162 萬 | 6.6% | +182,295 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 60,748 | $1,325 萬 | 4.0% | +60,748 | 新進 | – |
| AAPLApple Inc. | Stock | 58,803 | $1,239 萬 | 3.8% | +58,803 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,263 | $1,040 萬 | 3.2% | +23,263 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,384 | $877.0 萬 | 2.7% | +45,384 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 185,949 | $813.7 萬 | 2.5% | +185,949 | 新進 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 97,941 | $796.1 萬 | 2.4% | +97,941 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 110,957 | $760.4 萬 | 2.3% | +110,957 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 37,574 | $684.4 萬 | 2.1% | +37,574 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 35,358 | $583.1 萬 | 1.8% | +35,358 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 35,444 | $568.6 萬 | 1.7% | +35,444 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 29,624 | $500.0 萬 | 1.5% | +29,624 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 93,632 | $462.7 萬 | 1.4% | +93,632 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,256 | $346.2 萬 | 1.0% | +9,256 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 17,109 | $293.5 萬 | 0.9% | +17,109 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 33,517 | $267.9 萬 | 0.8% | +33,517 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 23,010 | $264.9 萬 | 0.8% | +23,010 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,328 | $253.3 萬 | 0.8% | +17,328 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,931 | $238.9 萬 | 0.7% | +8,931 | 新進 | – |
| LLYEli Lilly & Co | Stock | 2,576 | $233.2 萬 | 0.7% | +2,576 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,481 | $232.2 萬 | 0.7% | +11,481 | 新進 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 46,921 | $228.4 萬 | 0.7% | +46,921 | 新進 | – |
| AFLAflac Inc | Stock | 23,450 | $209.4 萬 | 0.6% | +23,450 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,246 | $200.7 萬 | 0.6% | +16,246 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,909 | $174.9 萬 | 0.5% | +34,909 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 7,256 | $173.2 萬 | 0.5% | +7,256 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,138 | $157.3 萬 | 0.5% | +15,138 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 10,031 | $156.9 萬 | 0.5% | +10,031 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,215 | $150.7 萬 | 0.5% | +8,215 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,380 | $149.1 萬 | 0.5% | +6,380 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 32,572 | $148.4 萬 | 0.4% | +32,572 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,648 | $134.8 萬 | 0.4% | +2,648 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 8,262 | $116.6 萬 | 0.4% | +8,262 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,029 | $109.2 萬 | 0.3% | +14,029 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,801 | $106.6 萬 | 0.3% | +14,801 | 新進 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,683 | $105.2 萬 | 0.3% | +4,683 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 14,747 | $93.9 萬 | 0.3% | +14,747 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,164 | $89.4 萬 | 0.3% | +4,164 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,158 | $87.8 萬 | 0.3% | +2,158 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,112 | $87.6 萬 | 0.3% | +1,112 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,027 | $82.9 萬 | 0.3% | +5,027 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 962 | $81.8 萬 | 0.2% | +962 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 2,612 | $81.6 萬 | 0.2% | +2,612 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,440 | $75.4 萬 | 0.2% | +7,440 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 14,183 | $74.9 萬 | 0.2% | +14,183 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,724 | $74.2 萬 | 0.2% | +3,724 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,415 | $63.6 萬 | 0.2% | +15,415 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,541 | $63.6 萬 | 0.2% | +10,541 | 新進 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 17,300 | $63.4 萬 | 0.2% | +17,300 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,394 | $61.9 萬 | 0.2% | +3,394 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 366 | $58.8 萬 | 0.2% | +366 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 5,238 | $57.7 萬 | 0.2% | +5,238 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,250 | $57.3 萬 | 0.2% | +2,250 | 新進 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 10,800 | $56.5 萬 | 0.2% | +10,800 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 1,684 | $56.1 萬 | 0.2% | +1,684 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,164 | $55.8 萬 | 0.2% | +2,164 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 983 | $54.6 萬 | 0.2% | +983 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 28,273 | $54.0 萬 | 0.2% | +28,273 | 新進 | 歷史 |
| HRLHormel Foods Corp | COM | 17,000 | $51.8 萬 | 0.2% | +17,000 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 7,562 | $51.2 萬 | 0.2% | +7,562 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 4,910 | $49.3 萬 | 0.1% | +4,910 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 983 | $49.2 萬 | 0.1% | +983 | 新進 | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 8,490 | $49.0 萬 | 0.1% | +8,490 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,203 | $47.6 萬 | 0.1% | +6,203 | 新進 | – |
| CCitigroup Inc | Stock | 7,490 | $47.5 萬 | 0.1% | +7,490 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,706 | $46.8 萬 | 0.1% | +2,706 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 4,552 | $45.5 萬 | 0.1% | +4,552 | 新進 | – |
| DDominion Energy, Inc | Stock | 9,038 | $44.3 萬 | 0.1% | +9,038 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,730 | $44.3 萬 | 0.1% | +2,730 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 6,137 | $43.5 萬 | 0.1% | +6,137 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,681 | $41.2 萬 | 0.1% | +8,681 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 1,300 | $40.8 萬 | 0.1% | +1,300 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,112 | $38.7 萬 | 0.1% | +6,112 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,638 | $38.5 萬 | 0.1% | +7,638 | 新進 | – |
| TGTTarget Corp | Stock | 2,563 | $37.9 萬 | 0.1% | +2,563 | 新進 | 歷史 |
| MMM3M Co | Stock | 3,695 | $37.8 萬 | 0.1% | +3,695 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,977 | $36.9 萬 | 0.1% | +2,977 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 12,588 | $35.2 萬 | 0.1% | +12,588 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 3,488 | $34.6 萬 | 0.1% | +3,488 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 5,750 | $34.0 萬 | 0.1% | +5,750 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,426 | $31.4 萬 | 0.1% | +1,426 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,159 | $30.1 萬 | 0.1% | +1,159 | 新進 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 1,764 | $29.7 萬 | 0.1% | +1,764 | 新進 | 歷史 |
| SOSouthern Co | Stock | 3,775 | $29.3 萬 | 0.1% | +3,775 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 526 | $28.8 萬 | 0.1% | +526 | 新進 | – |
| DUKDuke Energy CORP | Stock | 2,839 | $28.5 萬 | 0.1% | +2,839 | 新進 | 歷史 |
| RPMRPM International Inc | COM | 2,600 | $28.0 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 1,749 | $27.8 萬 | 0.1% | +1,749 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,399 | $27.2 萬 | 0.1% | +1,399 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 1,500 | $27.1 萬 | 0.1% | +1,500 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,652 | $27.0 萬 | 0.1% | +4,652 | 新進 | – |
| HDHome Depot, Inc. | Stock | 783 | $27.0 萬 | 0.1% | +783 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 6,713 | $26.7 萬 | 0.1% | +6,713 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 992 | $25.5 萬 | 0.1% | +992 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,870 | $25.2 萬 | 0.1% | +2,870 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 8,076 | $25.0 萬 | 0.1% | +8,076 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 919 | $24.4 萬 | 0.1% | +919 | 新進 | – |