Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 48
- 較 2025 年第 1 季 +3
- 總值
- $5.11 億
- 較 2025 年第 1 季 +$2,883 萬 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 640,266 | $1.13 億 | 22.1% | +2,684+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 374,320 | $7,680 萬 | 15.0% | +13,593+3.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 120,887 | $5,300 萬 | 10.4% | −302−0.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 607,723 | $5,073 萬 | 9.9% | −1,039−0.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 451,681 | $3,581 萬 | 7.0% | −1,276−0.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 100,272 | $2,777 萬 | 5.4% | +317+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 124,223 | $2,422 萬 | 4.7% | +564+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,673 | $2,142 萬 | 4.2% | −2,591−7.0% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 383,581 | $1,928 萬 | 3.8% | −1,276−0.3% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,392 | $1,264 萬 | 2.5% | −141−0.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,333 | $1,203 萬 | 2.4% | −400−1.4% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,225 | $997.1 萬 | 2.0% | −309−0.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 140,942 | $843.0 萬 | 1.6% | +2,983+2.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,771 | $769.2 萬 | 1.5% | −26−0.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $756.0 萬 | 1.5% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,938 | $537.5 萬 | 1.1% | −220.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,334 | $288.5 萬 | 0.6% | +85+0.1% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 31,069 | $261.2 萬 | 0.5% | −116−0.4% | 減碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,612 | $185.6 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 73,480 | $162.4 萬 | 0.3% | +831+1.1% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 11,514 | $126.2 萬 | 0.2% | −347−2.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,592 | $119.2 萬 | 0.2% | −136−1.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,780 | $114.9 萬 | 0.2% | +128+3.5% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $111.7 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,069 | $102.9 萬 | 0.2% | +25+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,319 | $97.4 萬 | 0.2% | +58+4.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,210 | $92.7 萬 | 0.2% | −8−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 5,502 | $86.9 萬 | 0.2% | +510+10.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 7,884 | $75.2 萬 | 0.1% | +38+0.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,703 | $64.2 萬 | 0.1% | +5+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,038 | $50.4 萬 | 0.1% | +73+7.6% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,584 | $49.7 萬 | 0.1% | −10.0% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,421 | $46.7 萬 | 0.1% | −154−2.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,050 | $45.0 萬 | 0.1% | +252+14.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,208 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 14,477 | $42.3 萬 | 0.1% | +1,076+8.0% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,600 | $41.9 萬 | 0.1% | +219+5.0% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 14,112 | $39.0 萬 | 0.1% | +1,353+10.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,511 | $34.8 萬 | 0.1% | +278+8.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,645 | $29.2 萬 | 0.1% | +43+2.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,807 | $27.3 萬 | 0.1% | +7+0.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 986 | $27.2 萬 | 0.1% | +986 | 新進 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,876 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 274 | $24.5 萬 | <0.1% | +274 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.6 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 811 | $23.5 萬 | <0.1% | +811 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,630 | $23.4 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,152 | $20.3 萬 | <0.1% | +1,152 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 1,065 | $49.9 萬 | 0.1% | – |