Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/29 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 45
- 較 2024 年第 4 季 0
- 總值
- $4.82 億
- 較 2024 年第 4 季 −$1,040 萬 (−2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 637,582 | $1.10 億 | 22.8% | −1940.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 360,727 | $8,013 萬 | 16.6% | +454+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 608,762 | $4,605 萬 | 9.6% | +893+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 121,189 | $4,494 萬 | 9.3% | +5,614+4.9% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 452,957 | $3,159 萬 | 6.6% | +2,525+0.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 99,955 | $2,517 萬 | 5.2% | −145−0.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 123,659 | $2,304 萬 | 4.8% | +168+0.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,264 | $2,085 萬 | 4.3% | −1,917−4.9% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 384,857 | $1,920 萬 | 4.0% | +4,847+1.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,533 | $1,157 萬 | 2.4% | −466−0.3% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,733 | $1,038 萬 | 2.2% | −432−1.5% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,534 | $997.8 萬 | 2.1% | +10.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 137,959 | $819.5 萬 | 1.7% | +3,305+2.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,797 | $751.3 萬 | 1.6% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $635.9 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,960 | $530.4 萬 | 1.1% | +10.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,249 | $263.6 萬 | 0.5% | +120.0% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 31,185 | $243.0 萬 | 0.5% | +37+0.1% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,612 | $162.2 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 72,649 | $143.7 萬 | 0.3% | +1,572+2.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 11,861 | $116.2 萬 | 0.2% | −440−3.6% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $109.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,728 | $102.5 萬 | 0.2% | −274−3.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,652 | $100.4 萬 | 0.2% | +150+4.3% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 7,218 | $83.7 萬 | 0.2% | +71+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,044 | $76.7 萬 | 0.2% | +149+7.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,261 | $72.7 萬 | 0.2% | +28+2.3% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,698 | $63.9 萬 | 0.1% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 7,846 | $62.3 萬 | 0.1% | −15−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,992 | $54.1 萬 | 0.1% | +470+10.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 965 | $51.4 萬 | 0.1% | +24+2.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,065 | $49.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,585 | $44.7 萬 | 0.1% | +8+0.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,208 | $43.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,575 | $41.8 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,381 | $38.2 萬 | 0.1% | +10+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,798 | $34.2 萬 | 0.1% | +229+14.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 12,759 | $33.9 萬 | 0.1% | +1,680+15.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 13,401 | $33.6 萬 | 0.1% | +1,810+15.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,233 | $32.0 萬 | 0.1% | +174+5.7% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,876 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,602 | $25.0 萬 | 0.1% | +107+7.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,630 | $23.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 2,800 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |