Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/29 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 55
- 較 2025 年第 3 季 +2
- 總值
- $5.93 億
- 較 2025 年第 3 季 +$1,951 萬 (+3.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 641,354 | $1.22 億 | 20.6% | −753−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 388,140 | $1.06 億 | 17.8% | +12,634+3.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 141,198 | $6,888 萬 | 11.6% | −2,567−1.8% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 608,255 | $5,441 萬 | 9.2% | −1,135−0.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 453,170 | $4,258 萬 | 7.2% | −3,535−0.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 100,771 | $3,044 萬 | 5.1% | +138+0.1% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 124,542 | $2,638 萬 | 4.4% | +264+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,863 | $2,377 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 404,963 | $2,003 萬 | 3.4% | +5,480+1.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 141,392 | $1,358 萬 | 2.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 27,049 | $1,280 萬 | 2.2% | −996−3.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,499 | $1,003 萬 | 1.7% | +290.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 154,424 | $925.5 萬 | 1.6% | +7,102+4.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,667 | $827.7 萬 | 1.4% | −10.0% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $787.4 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,102 | $550.7 萬 | 0.9% | +71+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,380 | $313.9 萬 | 0.5% | +90.0% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 31,002 | $267.4 萬 | 0.5% | +1,169+3.9% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,612 | $194.8 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 74,390 | $178.8 萬 | 0.3% | +1,042+1.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,162 | $139.5 萬 | 0.2% | +176+4.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,343 | $136.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 10,870 | $131.5 萬 | 0.2% | −636−5.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 8,719 | $123.0 萬 | 0.2% | +1,241+16.6% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $121.1 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,440 | $118.0 萬 | 0.2% | +192+8.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,391 | $114.9 萬 | 0.2% | −10.0% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 7,884 | $103.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,495 | $98.7 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,761 | $67.9 萬 | 0.1% | +6,761 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 2,909 | $67.1 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,763 | $65.0 萬 | 0.1% | +35+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,201 | $60.4 萬 | 0.1% | +11+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 833 | $57.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,380 | $52.9 萬 | 0.1% | −204−2.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,646 | $51.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 2,925 | $50.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,305 | $49.9 萬 | 0.1% | +1,098+7.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,274 | $48.6 萬 | 0.1% | −21−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 15,823 | $46.9 萬 | 0.1% | +1,733+12.3% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,507 | $45.6 萬 | 0.1% | +299+5.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,314 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,350 | $44.4 萬 | 0.1% | +48+1.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,921 | $39.2 萬 | 0.1% | +292+8.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,152 | $36.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 769 | $34.6 萬 | 0.1% | +7+0.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 280 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,018 | $32.8 萬 | 0.1% | +8+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,391 | $28.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 240 | $25.8 萬 | <0.1% | +240 | 新進 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 3,392 | $25.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,638 | $23.3 萬 | <0.1% | +8+0.3% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 4,911 | $22.4 萬 | <0.1% | +287+6.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 1,875 | $20.9 萬 | <0.1% | +1,875 | 新進 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。