Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 45
- 較 2024 年第 3 季 −3
- 總值
- $4.93 億
- 較 2024 年第 3 季 +$245.9 萬 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 637,776 | $1.08 億 | 21.9% | +5,691+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 360,273 | $9,022 萬 | 18.3% | +14,093+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 115,575 | $4,744 萬 | 9.6% | −426−0.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 607,869 | $4,272 萬 | 8.7% | +11,111+1.9% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 450,432 | $2,931 萬 | 6.0% | +4,762+1.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 100,100 | $2,803 萬 | 5.7% | +4,068+4.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 123,491 | $2,447 萬 | 5.0% | +5,941+5.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,181 | $2,296 萬 | 4.7% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 380,010 | $1,840 萬 | 3.7% | +5,269+1.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,165 | $1,171 萬 | 2.4% | −4,449−13.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,999 | $1,074 萬 | 2.2% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,533 | $945.9 萬 | 1.9% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 134,654 | $781.0 萬 | 1.6% | +10,778+8.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,797 | $757.0 萬 | 1.5% | −120−0.3% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $650.9 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,959 | $530.5 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,237 | $256.5 萬 | 0.5% | 00.0% | 不變 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 31,148 | $220.2 萬 | 0.4% | +280+0.9% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,612 | $151.9 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 71,077 | $131.5 萬 | 0.3% | +3,097+4.6% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 12,301 | $129.0 萬 | 0.3% | −314−2.5% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,002 | $114.1 萬 | 0.2% | −29−0.3% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $109.3 萬 | 0.2% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 7,861 | $105.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,502 | $101.5 萬 | 0.2% | +204+6.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 7,147 | $84.0 萬 | 0.2% | +223+3.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,895 | $79.9 萬 | 0.2% | −85−4.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,233 | $72.2 萬 | 0.1% | −12−1.0% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,698 | $61.9 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,522 | $60.7 萬 | 0.1% | −154−3.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,065 | $54.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,577 | $43.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,208 | $42.7 萬 | 0.1% | +93+1.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 941 | $42.7 萬 | 0.1% | −17−1.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,371 | $42.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,575 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,569 | $34.4 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,591 | $32.3 萬 | 0.1% | +1,439+14.2% | 加碼依 4 比 1 拆股換算 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,059 | $29.6 萬 | 0.1% | +539+21.4% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,079 | $28.9 萬 | 0.1% | +2,430+28.1% | 加碼依 3 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 1,495 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,876 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,630 | $23.4 萬 | <0.1% | +218+9.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 2,800 | $20.2 萬 | <0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。