Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/19 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 45
- 較 2023 年第 4 季 +2
- 總值
- $4.36 億
- 較 2023 年第 4 季 +$2,169 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 629,365 | $1.02 億 | 23.5% | +3,335+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 302,274 | $5,183 萬 | 11.9% | +275+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 593,997 | $4,409 萬 | 10.1% | +3,355+0.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 116,673 | $4,016 萬 | 9.2% | −314−0.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 445,077 | $2,931 萬 | 6.7% | +1,953+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 95,597 | $2,492 萬 | 5.7% | +431+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 117,294 | $2,251 萬 | 5.2% | +532+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,595 | $2,123 萬 | 4.9% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 368,386 | $1,764 萬 | 4.0% | +4,826+1.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 38,998 | $1,314 萬 | 3.0% | −554−1.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 142,242 | $1,136 萬 | 2.6% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 109,457 | $914.8 萬 | 2.1% | +260.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 47,298 | $737.4 萬 | 1.7% | −35−0.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 119,263 | $698.3 萬 | 1.6% | +9,042+8.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 34,291 | $642.4 萬 | 1.5% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 126,844 | $475.0 萬 | 1.1% | +190.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,776 | $246.3 萬 | 0.6% | −229−2.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,153 | $242.9 萬 | 0.6% | −547−0.9% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 30,799 | $218.3 萬 | 0.5% | +669+2.2% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 42,248 | $165.7 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 34,937 | $136.3 萬 | 0.3% | −61−0.2% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 13,329 | $124.2 萬 | 0.3% | −28−0.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 12,023 | $108.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,396 | $107.2 萬 | 0.2% | −27−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,343 | $98.6 萬 | 0.2% | −387−14.2% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 6,324 | $86.8 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,896 | $76.2 萬 | 0.2% | +143+2.1% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,698 | $63.4 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,286 | $62.4 萬 | 0.1% | −105−7.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,367 | $61.5 萬 | 0.1% | +181+8.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,065 | $47.3 萬 | 0.1% | −2,669−71.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 507 | $45.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,640 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,582 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 988 | $41.5 萬 | 0.1% | +9+0.9% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,990 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,254 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,679 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 285 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,411 | $23.6 萬 | 0.1% | −148−5.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,548 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $23.3 萬 | 0.1% | −172−6.4% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,368 | $21.6 萬 | <0.1% | +3,368 | 新進 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 2,785 | $21.2 萬 | <0.1% | +2,785 | 新進 | – |