Brickley Wealth Management
- SEC CIK
- 0001712533
- 最新申報
- 2026/7/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 68
- 較 2026 年第 1 季 +8
- 總值
- $6.96 億
- 較 2026 年第 1 季 +$1.13 億 (+19.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 650,628 | $1.42 億 | 20.4% | +6,620+1.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 394,727 | $1.14 億 | 16.4% | +12,132+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 835,687 | $7,199 萬 | 10.3% | +8,605+1.0% | 加碼依 6 比 1 拆股換算 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 653,903 | $6,315 萬 | 9.1% | +40,291+6.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 449,714 | $4,634 萬 | 6.7% | −1,556−0.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 101,567 | $3,714 萬 | 5.3% | +746+0.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 126,040 | $3,063 萬 | 4.4% | +1,213+1.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,863 | $2,603 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 414,646 | $2,083 萬 | 3.0% | +6,159+1.5% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 140,863 | $1,463 萬 | 2.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 104,921 | $1,303 萬 | 1.9% | −1,527−1.4% | 減碼依 4 比 1 拆股換算 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 122,618 | $1,183 萬 | 1.7% | +122,618 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 31,537 | $1,081 萬 | 1.6% | +79+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 171,031 | $1,009 萬 | 1.4% | +12,534+7.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 99,796 | $962.6 萬 | 1.4% | −6,812−6.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,323 | $915.3 萬 | 1.3% | −89−0.2% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 49,945 | $770.6 萬 | 1.1% | +49,945 | 新進 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 89,607 | $693.7 萬 | 1.0% | +89,607 | 新進 | – |
| SNOWSnowflake Inc. | Stock | 25,391 | $646.2 萬 | 0.9% | +25,391 | 新進 | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 121,953 | $561.5 萬 | 0.8% | −5,234−4.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,627 | $349.9 萬 | 0.5% | −150.0% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 26,950 | $236.4 萬 | 0.3% | −4,321−13.8% | 減碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 41,586 | $221.8 萬 | 0.3% | +973+2.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 70,388 | $195.0 萬 | 0.3% | +80.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,221 | $193.2 萬 | 0.3% | +1,020+24.3% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 9,441 | $148.2 萬 | 0.2% | +168+1.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 7,399 | $148.0 萬 | 0.2% | −65−0.9% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 7,884 | $138.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 10,227 | $135.2 萬 | 0.2% | −181−1.7% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 11,806 | $130.0 萬 | 0.2% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 2,912 | $126.2 萬 | 0.2% | −13−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,793 | $123.1 萬 | 0.2% | +1,793 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,271 | $121.1 萬 | 0.2% | −59−0.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 9,560 | $96.2 萬 | 0.1% | +568+6.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,335 | $87.1 萬 | 0.1% | −18−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,539 | $86.7 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,800 | $84.5 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,978 | $71.0 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,723 | $63.6 萬 | 0.1% | −40−0.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 833 | $62.4 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,183 | $59.2 萬 | 0.1% | −45−3.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,632 | $57.7 萬 | 0.1% | −14−0.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,687 | $56.5 萬 | 0.1% | +1,077+6.9% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,678 | $55.0 萬 | 0.1% | −306−4.4% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 15,723 | $54.7 萬 | 0.1% | −82−0.5% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,143 | $50.5 萬 | 0.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,325 | $50.1 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,804 | $47.7 萬 | 0.1% | +297+5.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,662 | $45.7 萬 | 0.1% | −350−8.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,137 | $40.6 萬 | 0.1% | −15−1.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,934 | $38.9 萬 | 0.1% | +167+4.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 313 | $36.1 萬 | 0.1% | +313 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,403 | $35.6 萬 | 0.1% | −569−28.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 757 | $31.8 萬 | <0.1% | +26+3.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,706 | $31.7 萬 | <0.1% | +284+8.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 923 | $30.2 萬 | <0.1% | +58+6.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 244 | $29.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 372 | $27.4 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,809 | $27.1 萬 | <0.1% | −59−1.5% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 2,968 | $27.1 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 446 | $25.9 萬 | <0.1% | +446 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 130 | $25.9 萬 | <0.1% | +130 | 新進 | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 4,856 | $23.4 萬 | <0.1% | +40+0.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,008 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,352 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,647 | $22.2 萬 | <0.1% | +2,647 | 新進 | – |
| WMTWalmart Inc. | Stock | 1,842 | $20.9 萬 | <0.1% | −33−1.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 399 | $20.3 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。