Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 40
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.74 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，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 Morningstar Value ETF922908744 | ETF | 446,835 | $5,874 萬 | 15.7% | – | – | – |
| AAPLApple Inc. | Stock | 405,519 | $4,953 萬 | 13.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 709,573 | $4,053 萬 | 10.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 430,433 | $3,538 萬 | 9.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 342,522 | $2,468 萬 | 6.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 77,393 | $1,989 萬 | 5.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,404 | $1,906 萬 | 5.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 262,121 | $1,883 萬 | 5.0% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 52,103 | $1,431 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 74,296 | $1,230 萬 | 3.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 143,898 | $1,092 萬 | 2.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,558 | $1,053 萬 | 2.8% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 132,397 | $916.1 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 50,639 | $683.0 萬 | 1.8% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 65,943 | $585.1 萬 | 1.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 32,276 | $519.2 萬 | 1.4% | – | – | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 140,588 | $518.1 萬 | 1.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 95,752 | $511.0 萬 | 1.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,651 | $305.3 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,499 | $289.0 萬 | 0.8% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 36,403 | $265.7 萬 | 0.7% | – | – | – |
| ILMNIllumina, Inc. | COM | 6,385 | $245.2 萬 | 0.7% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,290 | $200.7 萬 | 0.5% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 43,409 | $163.2 萬 | 0.4% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 13,192 | $134.6 萬 | 0.4% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 12,616 | $93.0 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,445 | $57.6 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 779 | $52.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,532 | $36.3 萬 | 0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,606 | $34.4 萬 | 0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,358 | $32.7 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 5,073 | $32.5 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 100 | $30.9 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,000 | $29.5 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,689 | $27.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,065 | $26.5 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,296 | $26.1 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 787 | $24.0 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,329 | $23.9 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,145 | $21.1 萬 | 0.1% | – | – | 歷史 |