BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/29 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 37
- 較 2022 年第 1 季 +1
- 總值
- $2.03 億
- 較 2022 年第 1 季 +$1.28 億 (+171.3%)
| 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 | 2,561,690 | $5,969 萬 | 29.5% | +2,561,690 | 新進 | – |
| AAPLApple Inc. | Stock | 173,856 | $2,377 萬 | 11.7% | +2,412+1.4% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 808,560 | $1,734 萬 | 8.6% | +808,560 | 新進 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 674,292 | $1,517 萬 | 7.5% | +674,292 | 新進 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 326,745 | $1,425 萬 | 7.0% | +326,745 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 167,362 | $1,285 萬 | 6.3% | +167,362 | 新進 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 518,264 | $1,169 萬 | 5.8% | +518,264 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 428,703 | $1,009 萬 | 5.0% | +428,703 | 新進 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 356,733 | $762.0 萬 | 3.8% | +356,733 | 新進 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 112,412 | $494.4 萬 | 2.4% | +112,412 | 新進 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 105,707 | $425.2 萬 | 2.1% | +105,707 | 新進 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 132,461 | $278.8 萬 | 1.4% | +132,461 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,303 | $274.5 萬 | 1.4% | −90.0% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 85,714 | $270.9 萬 | 1.3% | +85,714 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,342 | $213.0 萬 | 1.1% | −167,977−84.7% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 20,674 | $114.6 萬 | 0.6% | −85,363−80.5% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 22,554 | $108.3 萬 | 0.5% | +22,554 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 3,780 | $97.1 萬 | 0.5% | +5+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,249 | $84.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 277 | $60.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 240 | $52.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,341 | $48.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,440 | $47.2 萬 | 0.2% | +1,080+32.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| TGTTarget Corp | Stock | 3,342 | $47.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,249 | $46.9 萬 | 0.2% | +347+3.9% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,010 | $46.5 萬 | 0.2% | +87+1.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 10,493 | $44.7 萬 | 0.2% | −520−4.7% | 減碼 | 歷史 |
| EXPOExponent Inc | COM | 4,666 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,664 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,868 | $33.2 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $32.3 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 575 | $27.9 萬 | 0.1% | +5+0.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,926 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,600 | $21.9 萬 | 0.1% | −1,400−15.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 556 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 12,802 | $14.2 萬 | 0.1% | −66−0.5% | 減碼 | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $13.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（12 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 142,236 | $448.3 萬 | 6.0% | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 61,049 | $160.2 萬 | 2.1% | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 47,502 | $133.7 萬 | 1.8% | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,307 | $25.4 萬 | 0.3% | 歷史 |
| TDToronto Dominion Bank | Stock | 3,000 | $23.8 萬 | 0.3% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,694 | $22.3 萬 | 0.3% | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,071 | $21.6 萬 | 0.3% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,325 | $21.5 萬 | 0.3% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,212 | $21.3 萬 | 0.3% | – |
| IPInternational Paper Co | COM | 4,600 | $21.2 萬 | 0.3% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,329 | $20.8 萬 | 0.3% | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,860 | $20.2 萬 | 0.3% | – |