Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 60
- 較 2025 年第 4 季 +5
- 總值
- $5.83 億
- 較 2025 年第 4 季 −$1,019 萬 (−1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 644,008 | $1.26 億 | 21.7% | +2,654+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 382,595 | $9,710 萬 | 16.7% | −5,545−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 137,847 | $6,021 萬 | 10.3% | −3,351−2.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 613,612 | $5,555 萬 | 9.5% | +5,357+0.9% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 451,270 | $4,506 萬 | 7.7% | −1,900−0.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 100,821 | $3,047 萬 | 5.2% | +500.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 124,827 | $2,712 萬 | 4.7% | +285+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,863 | $2,267 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 408,487 | $2,040 萬 | 3.5% | +3,524+0.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 140,863 | $1,368 萬 | 2.3% | −529−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,612 | $1,135 萬 | 1.9% | −437−1.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 106,608 | $988.7 萬 | 1.7% | +109+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 158,497 | $943.8 萬 | 1.6% | +4,073+2.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,412 | $855.3 萬 | 1.5% | −255−0.5% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,458 | $755.0 萬 | 1.3% | 00.0% | 不變 | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 127,187 | $554.8 萬 | 1.0% | +85+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,642 | $317.0 萬 | 0.5% | +262+0.4% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 31,271 | $285.7 萬 | 0.5% | +269+0.9% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 40,613 | $195.0 萬 | 0.3% | +10.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 70,380 | $174.2 萬 | 0.3% | −4,010−5.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,201 | $134.8 萬 | 0.2% | +39+0.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,464 | $130.2 萬 | 0.2% | +121+1.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 9,273 | $128.3 萬 | 0.2% | +554+6.4% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $120.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 10,408 | $116.9 萬 | 0.2% | −462−4.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,330 | $106.7 萬 | 0.2% | −61−0.7% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 7,884 | $97.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 8,992 | $90.5 萬 | 0.2% | +2,231+33.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,534 | $87.8 萬 | 0.2% | +39+2.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,353 | $87.1 萬 | 0.1% | −87−3.6% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,763 | $64.5 萬 | 0.1% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 2,925 | $62.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,982 | $62.1 萬 | 0.1% | +73+2.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,228 | $58.8 萬 | 0.1% | +27+2.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 833 | $54.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,984 | $50.1 萬 | 0.1% | −396−5.4% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 15,805 | $48.2 萬 | 0.1% | −18−0.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,972 | $48.2 萬 | 0.1% | +581+41.8% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,143 | $48.2 萬 | 0.1% | −131−2.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,646 | $47.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,610 | $45.5 萬 | 0.1% | +305+2.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,507 | $45.5 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,012 | $44.3 萬 | 0.1% | −338−7.8% | 減碼 | – |
| KLACKLA Corp | COM NEW | 280 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,319 | $40.8 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,767 | $37.4 萬 | 0.1% | −154−3.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,152 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 731 | $27.2 萬 | <0.1% | −38−4.9% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,422 | $26.4 萬 | <0.1% | +3,422 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 865 | $25.4 萬 | <0.1% | −153−15.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,868 | $24.8 萬 | <0.1% | +3,868 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 400 | $24.2 萬 | <0.1% | +400 | 新進 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 2,968 | $23.9 萬 | <0.1% | −424−12.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,875 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 4,816 | $22.5 萬 | <0.1% | −95−1.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 244 | $22.4 萬 | <0.1% | +4+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,308 | $22.2 萬 | <0.1% | +1,308 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 372 | $21.5 萬 | <0.1% | +372 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,352 | $20.9 萬 | <0.1% | −286−10.8% | 減碼 | – |