MFA Wealth Services
- SEC CIK
- 0001989379
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位。
- 持股檔數
- 108
- 2024 年第 3 季沒有申報
- 總值
- $1.25 億
- 2024 年第 3 季沒有申報
MFA Wealth Services 沒有申報 2024 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 Core S&P 500 ETF464287200 | ETF | 19,954 | $1,175 萬 | 9.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 334,940 | $915.1 萬 | 7.3% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 75,940 | $757.1 萬 | 6.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 46,299 | $535.0 萬 | 4.3% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 60,656 | $497.3 萬 | 4.0% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 39,001 | $347.4 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 12,741 | $319.1 萬 | 2.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 65,326 | $293.4 萬 | 2.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,657 | $261.7 萬 | 2.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,692 | $250.7 萬 | 2.0% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 25,755 | $238.1 萬 | 1.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,152 | $217.2 萬 | 1.7% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 54,194 | $201.2 萬 | 1.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 17,723 | $195.2 萬 | 1.6% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 20,428 | $189.1 萬 | 1.5% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 68,771 | $187.6 萬 | 1.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,600 | $184.1 萬 | 1.5% | – | – | – |
| AMGNAmgen Inc | Stock | 6,795 | $177.1 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,784 | $167.6 萬 | 1.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,179 | $147.1 萬 | 1.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,459 | $146.2 萬 | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 21,414 | $140.8 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 10,345 | $127.8 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,798 | $127.2 萬 | 1.0% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,155 | $126.0 萬 | 1.0% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,154 | $120.5 萬 | 1.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,655 | $120.3 萬 | 1.0% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,018 | $114.4 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,818 | $111.7 萬 | 0.9% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 12,318 | $111.4 萬 | 0.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,356 | $107.8 萬 | 0.9% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,993 | $107.3 萬 | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,384 | $106.8 萬 | 0.9% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 11,638 | $105.1 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 20,810 | $105.0 萬 | 0.8% | – | – | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 91,567 | $99.0 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,123 | $98.8 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 13,478 | $94.7 萬 | 0.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,490 | $87.2 萬 | 0.7% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,925 | $86.8 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,152 | $86.4 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 924 | $84.7 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,650 | $82.8 萬 | 0.7% | – | – | – |
| BXBlackstone Inc. | COM | 4,721 | $81.4 萬 | 0.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,113 | $81.2 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,731 | $78.8 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,025 | $78.8 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,906 | $76.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 17,077 | $70.8 萬 | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,683 | $65.7 萬 | 0.5% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,221 | $64.4 萬 | 0.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,761 | $63.9 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,278 | $62.5 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,282 | $62.1 萬 | 0.5% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,860 | $61.7 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,194 | $60.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,320 | $59.9 萬 | 0.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,861 | $58.8 萬 | 0.5% | – | – | – |
| BLKBlackRock, Inc. | Stock | 562 | $57.7 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,805 | $57.0 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,294 | $56.9 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,408 | $52.9 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,011 | $51.2 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 820 | $48.0 萬 | 0.4% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,669 | $46.1 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 6,525 | $45.9 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,973 | $45.7 萬 | 0.4% | – | – | 歷史 |
| Fidelity Covington Trust316092295 | FUN SMA MID ETF | 16,895 | $45.4 萬 | 0.4% | – | – | – |
| SNASnap-on Inc | COM | 1,292 | $43.8 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,364 | $42.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,906 | $42.0 萬 | 0.3% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 5,445 | $41.8 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 725 | $41.5 萬 | 0.3% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 816 | $38.3 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,008 | $38.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 689 | $37.1 萬 | 0.3% | – | – | – |
| INTUIntuit Inc. | Stock | 585 | $36.8 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,513 | $36.0 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,360 | $36.0 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,741 | $35.7 萬 | 0.3% | – | – | 歷史 |
| ORealty Income Corp | REIT | 6,583 | $35.2 萬 | 0.3% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,163 | $32.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,646 | $30.5 萬 | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 1,264 | $30.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,935 | $29.8 萬 | 0.2% | – | – | – |
| CAHCardinal Health Inc | Stock | 2,470 | $29.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,009 | $29.1 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,516 | $28.4 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 568 | $27.6 萬 | 0.2% | – | – | 歷史 |
| STLDSteel Dynamics Inc | COM | 2,383 | $27.2 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,315 | $26.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907696 | SHORT TAX EXEMPT | 3,516 | $26.3 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907712 | CORE TAX EXEMPT | 3,306 | $24.7 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 4,795 | $24.6 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,000 | $24.2 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 673 | $23.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,108 | $23.6 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,356 | $23.5 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 5,336 | $23.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,242 | $22.6 萬 | 0.2% | – | – | – |