Geometric Wealth Advisors
- SEC CIK
- 0001900576
- 最新申報
- 2026/8/11
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/23 申報。只含多頭部位。
- 持股檔數
- 21
- 2021 年第 3 季沒有申報
- 總值
- $2.10 億
- 2021 年第 3 季沒有申報
Geometric Wealth Advisors 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 3,571,656 | $1.03 億 | 49.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 3,619,808 | $9,451 萬 | 45.0% | – | – | – |
| AAPLApple Inc. | Stock | 14,122 | $250.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,973 | $95.9 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,301 | $91.5 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 268 | $89.4 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,628 | $77.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,634 | $71.3 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,870 | $62.9 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 212 | $61.3 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 211 | $61.1 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 9,885 | $51.1 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,413 | $47.5 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 7,629 | $36.3 萬 | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 1,500 | $34.3 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,086 | $34.2 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 883 | $26.4 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,142 | $24.7 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,090 | $23.6 萬 | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,151 | $23.0 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,671 | $22.3 萬 | 0.1% | – | – | – |