Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 53
- 較 2025 年第 2 季 +5
- 總值
- $5.74 億
- 較 2025 年第 2 季 +$6,278 萬 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 642,107 | $1.20 億 | 20.9% | +1,841+0.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 375,506 | $9,562 萬 | 16.7% | +1,186+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 143,765 | $6,895 萬 | 12.0% | +22,878+18.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 609,390 | $5,321 萬 | 9.3% | +1,667+0.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 456,705 | $4,066 萬 | 7.1% | +5,024+1.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 100,633 | $2,995 萬 | 5.2% | +361+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 124,278 | $2,594 萬 | 4.5% | +550.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,863 | $2,323 萬 | 4.0% | +190+0.5% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 399,483 | $2,023 萬 | 3.5% | +15,902+4.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,392 | $1,320 萬 | 2.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 28,045 | $1,314 萬 | 2.3% | −288−1.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,470 | $1,013 萬 | 1.8% | +245+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 147,322 | $884.4 萬 | 1.5% | +6,380+4.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,668 | $814.7 萬 | 1.4% | −103−0.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $806.7 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,031 | $546.9 萬 | 1.0% | −907−0.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,371 | $316.3 萬 | 0.6% | +37+0.1% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 29,833 | $253.1 萬 | 0.4% | −1,236−4.0% | 減碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,612 | $194.4 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 73,348 | $170.8 萬 | 0.3% | −132−0.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,343 | $137.0 萬 | 0.2% | +1,841+33.5% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 11,506 | $136.3 萬 | 0.2% | −8−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,986 | $130.8 萬 | 0.2% | +206+5.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,392 | $119.5 萬 | 0.2% | −200−2.3% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $118.0 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,248 | $116.4 萬 | 0.2% | +179+8.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,501 | $110.2 萬 | 0.2% | +182+13.8% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,478 | $103.0 萬 | 0.2% | +268+3.7% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 7,884 | $74.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,728 | $64.9 萬 | 0.1% | +25+0.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,898 | $63.6 萬 | 0.1% | +848+41.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,190 | $59.8 萬 | 0.1% | +152+14.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 833 | $55.8 萬 | 0.1% | +833 | 新進 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,584 | $52.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,295 | $48.3 萬 | 0.1% | −126−2.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 14,207 | $45.3 萬 | 0.1% | −270−1.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,314 | $43.4 萬 | 0.1% | +328+33.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,208 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,302 | $42.8 萬 | 0.1% | −298−6.5% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 14,090 | $41.0 萬 | 0.1% | −22−0.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,646 | $40.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,925 | $39.2 萬 | 0.1% | +118+4.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,629 | $36.4 萬 | 0.1% | +118+3.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 762 | $33.9 萬 | 0.1% | +762 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,010 | $31.9 萬 | 0.1% | +199+24.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 280 | $30.2 萬 | 0.1% | +6+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,152 | $28.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,391 | $25.8 萬 | <0.1% | +1,391 | 新進 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,392 | $24.5 萬 | <0.1% | −484−12.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,630 | $24.0 萬 | <0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 846 | $23.8 萬 | <0.1% | +846 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.6 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 4,624 | $21.0 萬 | <0.1% | +4,624 | 新進 | – |