Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/25 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 50
- 較 2021 年第 3 季 +5
- 總值
- $4.69 億
- 較 2021 年第 3 季 +$7,182 萬 (+18.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 622,682 | $9,160 萬 | 19.5% | +12,478+2.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 873,868 | $4,820 萬 | 10.3% | +151,556+21.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 583,176 | $4,353 萬 | 9.3% | +231,605+65.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 229,973 | $4,084 萬 | 8.7% | +704+0.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 423,987 | $3,427 萬 | 7.3% | +16,456+4.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 99,966 | $3,208 萬 | 6.8% | +5,182+5.5% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 340,221 | $2,487 萬 | 5.3% | +73,055+27.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 71,677 | $2,190 萬 | 4.7% | −5,980−7.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 121,839 | $2,179 萬 | 4.6% | +47,802+64.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 64,967 | $1,831 萬 | 3.9% | +12,182+23.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,649 | $1,266 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 143,494 | $1,129 萬 | 2.4% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 126,021 | $1,020 萬 | 2.2% | −2,073−1.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 48,826 | $734.0 萬 | 1.6% | −1,603−3.2% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 80,092 | $701.8 萬 | 1.5% | +8,818+12.4% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 112,764 | $595.8 萬 | 1.3% | +8,945+8.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,946 | $580.8 萬 | 1.2% | −723−2.2% | 減碼 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 137,232 | $536.4 萬 | 1.1% | −982−0.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,686 | $290.3 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,825 | $289.9 萬 | 0.6% | −370−2.8% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 33,987 | $260.9 萬 | 0.6% | −908−2.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,400 | $254.6 萬 | 0.5% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 6,386 | $242.9 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 42,827 | $162.9 萬 | 0.3% | −1,143−2.6% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 11,307 | $130.3 萬 | 0.3% | −1,715−13.2% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 12,642 | $111.1 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,140 | $105.6 萬 | 0.2% | +341+12.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 874 | $92.4 萬 | 0.2% | +54+6.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 141 | $47.0 萬 | 0.1% | +20+16.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 11,156 | $43.4 萬 | 0.1% | +11,156 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,919 | $42.1 萬 | 0.1% | +168+4.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,230 | $41.4 萬 | 0.1% | +113+10.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,387 | $38.5 萬 | 0.1% | −67−4.6% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 4,931 | $37.6 萬 | 0.1% | +4,931 | 新進 | – |
| HDHome Depot, Inc. | Stock | 891 | $37.0 萬 | 0.1% | +49+5.8% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,527 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,957 | $33.7 萬 | 0.1% | −121−3.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,947 | $33.3 萬 | 0.1% | +136+7.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 115 | $33.3 萬 | 0.1% | +15+15.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 889 | $26.6 萬 | 0.1% | +92+11.5% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,648 | $25.8 萬 | 0.1% | +319+7.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,059 | $25.6 萬 | 0.1% | +98+10.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 85 | $24.6 萬 | 0.1% | +85 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 4,250 | $21.9 萬 | <0.1% | −986−18.8% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,940 | $21.4 萬 | <0.1% | +107+5.8% | 加碼 | – |
| BACBank of America Corp | Stock | 4,799 | $21.4 萬 | <0.1% | +4,799 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,349 | $20.9 萬 | <0.1% | −53−3.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,527 | $20.5 萬 | <0.1% | −331−17.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,279 | $20.3 萬 | <0.1% | +44+3.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 282 | $20.3 萬 | <0.1% | +282 | 新進 | 歷史 |