BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/3/3 申報。只含多頭部位。
- 持股檔數
- 42
- 2021 年第 3 季沒有申報
- 總值
- $1.43 億
- 2021 年第 3 季沒有申報
BetterWealth, LLC 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 | 1,136,822 | $3,293 萬 | 23.1% | – | – | – |
| AAPLApple Inc. | Stock | 178,854 | $3,176 萬 | 22.3% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 775,203 | $2,024 萬 | 14.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 197,580 | $1,598 萬 | 11.2% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 167,716 | $797.0 萬 | 5.6% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 104,266 | $655.0 萬 | 4.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 140,143 | $462.5 萬 | 3.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 32,347 | $300.0 萬 | 2.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 47,787 | $286.7 萬 | 2.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 60,146 | $164.6 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 46,033 | $136.1 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,036 | $135.8 萬 | 1.0% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,249 | $132.0 萬 | 0.9% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 277 | $80.2 萬 | 0.6% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,341 | $77.3 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 222 | $74.0 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,013 | $69.8 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 240 | $69.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,910 | $56.6 萬 | 0.4% | – | – | – |
| EXPOExponent Inc | COM | 4,666 | $54.5 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,667 | $48.8 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,875 | $46.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,341 | $39.2 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 567 | $37.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $36.1 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,926 | $34.2 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,867 | $31.9 萬 | 0.2% | – | – | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,307 | $30.6 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 579 | $27.5 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 12,786 | $26.6 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,690 | $26.6 萬 | 0.2% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 3,000 | $23.0 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,071 | $22.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,324 | $22.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,329 | $22.1 萬 | 0.2% | – | – | – |
| BKRBaker Hughes Co | CL A | 9,000 | $21.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,208 | $21.6 萬 | 0.2% | – | – | – |
| IPInternational Paper Co | COM | 4,600 | $21.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,850 | $21.5 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 532 | $21.2 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 4,114 | $20.7 萬 | 0.1% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $16.5 萬 | 0.1% | – | – | 歷史 |