Drucker Wealth 3.0, LLC
- SEC CIK
- 0002031642
- 最新申報
- 2026/7/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位。
- 持股檔數
- 149
- 2024 年第 1 季沒有申報
- 總值
- $3.77 億
- 2024 年第 1 季沒有申報
Drucker Wealth 3.0, LLC 沒有申報 2024 年第 1 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 39,066 | $1,954 萬 | 5.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 69,223 | $1,852 萬 | 4.9% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 143,162 | $1,698 萬 | 4.5% | – | – | – |
| AAPLApple Inc. | Stock | 63,542 | $1,338 萬 | 3.6% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 244,086 | $1,206 萬 | 3.2% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 146,413 | $1,108 萬 | 2.9% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 143,031 | $980.2 萬 | 2.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 135,157 | $973.8 萬 | 2.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 20,137 | $900.0 萬 | 2.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,318 | $872.1 萬 | 2.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 177,858 | $865.6 萬 | 2.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 38,226 | $773.2 萬 | 2.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 41,224 | $661.3 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 32,394 | $626.0 萬 | 1.7% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,289 | $570.1 萬 | 1.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 9,486 | $547.0 萬 | 1.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 45,990 | $529.4 萬 | 1.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 87,791 | $521.4 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,872 | $520.5 萬 | 1.4% | – | – | – |
| CMCSAComcast Corp | Stock | 132,380 | $518.4 萬 | 1.4% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 38,408 | $459.1 萬 | 1.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 126,439 | $450.0 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,840 | $445.7 萬 | 1.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 43,032 | $436.0 萬 | 1.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,861 | $434.6 萬 | 1.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 16,368 | $422.4 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,687 | $394.0 萬 | 1.0% | – | – | 歷史 |
| EIXEdison International | Stock | 54,830 | $393.7 萬 | 1.0% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 4,837 | $380.8 萬 | 1.0% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 46,525 | $366.2 萬 | 1.0% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 906 | $359.0 萬 | 1.0% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 44,692 | $347.9 萬 | 0.9% | – | – | 歷史 |
| OMCOmnicom Group Inc. | COM | 38,484 | $345.2 萬 | 0.9% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 34,021 | $341.0 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 52,912 | $336.8 萬 | 0.9% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 54,303 | $327.4 萬 | 0.9% | – | – | – |
| GPCGenuine Parts Co | Stock | 23,559 | $325.9 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 10,137 | $316.7 萬 | 0.8% | – | – | 歷史 |
| GSKGSK plc | ADR | 82,184 | $316.4 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 22,607 | $309.4 萬 | 0.8% | – | – | 歷史 |
| ETREntergy Corp | COM | 28,902 | $309.3 萬 | 0.8% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 71,184 | $302.5 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,295 | $297.7 萬 | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,435 | $295.8 萬 | 0.8% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 39,375 | $290.2 萬 | 0.8% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 37,330 | $286.3 萬 | 0.8% | – | – | – |
| TFCTruist Financial Corp | COM | 72,112 | $280.2 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 99,411 | $278.2 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,328 | $262.8 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,619 | $252.5 萬 | 0.7% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 12,435 | $241.7 萬 | 0.6% | – | – | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 9,769 | $240.6 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 58,341 | $240.6 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,899 | $240.4 萬 | 0.6% | – | – | – |
| TXNTexas Instruments Inc | Stock | 12,203 | $237.4 萬 | 0.6% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 30,912 | $233.0 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,306 | $231.3 萬 | 0.6% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,245 | $230.0 萬 | 0.6% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 15,077 | $212.9 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 16,680 | $206.1 萬 | 0.5% | – | – | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 754,340 | $205.9 萬 | 0.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 9,136 | $193.2 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,140 | $182.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 20,294 | $170.0 萬 | 0.5% | – | – | – |
| KMXCarMax Inc | COM | 21,650 | $158.8 萬 | 0.4% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 19,611 | $153.9 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 7,186 | $143.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,757 | $141.6 萬 | 0.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 30,955 | $140.5 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,728 | $127.4 萬 | 0.3% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 17,145 | $120.5 萬 | 0.3% | – | – | – |
| CORCencora, Inc. | Stock | 5,268 | $118.7 萬 | 0.3% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 6,980 | $115.2 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,551 | $114.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,070 | $112.9 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,982 | $110.1 萬 | 0.3% | – | – | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 58,140 | $109.4 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,086 | $106.2 萬 | 0.3% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,603 | $105.1 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,398 | $94.5 萬 | 0.3% | – | – | – |
| NVSNovartis AG | ADR | 8,810 | $93.8 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,104 | $90.0 萬 | 0.2% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 7,064 | $89.1 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,457 | $85.5 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,627 | $84.8 萬 | 0.2% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 14,797 | $81.4 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 17,834 | $81.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,734 | $78.0 萬 | 0.2% | – | – | – |
| EBAYeBay Inc | COM | 14,056 | $75.5 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,236 | $72.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,311 | $71.7 萬 | 0.2% | – | – | – |
| SNYSanofi | SPONSORED ADR | 14,676 | $71.2 萬 | 0.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 4,598 | $68.5 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,642 | $67.9 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 5,788 | $66.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,285 | $64.5 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,013 | $64.1 萬 | 0.2% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 10,442 | $62.5 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,189 | $61.2 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,933 | $59.4 萬 | 0.2% | – | – | 歷史 |