BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/28 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 36
- 較 2022 年第 2 季 −1
- 總值
- $1.94 億
- 較 2022 年第 2 季 −$826.9 萬 (−4.1%)
| 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 | 2,637,482 | $5,866 萬 | 30.2% | +75,792+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 166,028 | $2,295 萬 | 11.8% | −7,828−4.5% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 817,015 | $1,543 萬 | 7.9% | +8,455+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 713,159 | $1,522 萬 | 7.8% | +38,867+5.8% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 327,052 | $1,339 萬 | 6.9% | +307+0.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 167,297 | $1,252 萬 | 6.4% | −650.0% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 543,811 | $1,185 萬 | 6.1% | +25,547+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 461,826 | $944.0 萬 | 4.9% | +33,123+7.7% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 380,063 | $724.8 萬 | 3.7% | +23,330+6.5% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 114,141 | $464.0 萬 | 2.4% | +1,729+1.5% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 104,132 | $405.8 萬 | 2.1% | −1,575−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 150,231 | $278.8 萬 | 1.4% | +17,770+13.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,568 | $261.6 萬 | 1.3% | +265+0.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 82,134 | $243.2 萬 | 1.3% | −3,580−4.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 20,290 | $134.1 萬 | 0.7% | −10,052−33.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,299 | $100.1 萬 | 0.5% | +519+13.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,747 | $99.4 萬 | 0.5% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 21,294 | $99.1 萬 | 0.5% | −1,260−5.6% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 15,047 | $76.3 萬 | 0.4% | −5,627−27.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,540 | $53.0 萬 | 0.3% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,538 | $51.3 萬 | 0.3% | +98+2.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,342 | $49.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,241 | $46.6 萬 | 0.2% | −100−3.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,671 | $44.9 萬 | 0.2% | −129−2.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,055 | $41.4 萬 | 0.2% | +45+0.5% | 加碼 | – |
| EXPOExponent Inc | COM | 4,666 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,034 | $40.1 萬 | 0.2% | −459−4.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,320 | $35.4 萬 | 0.2% | +71+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,868 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $30.3 萬 | 0.2% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,664 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UIUbiquiti Inc. | COM | 1,000 | $29.4 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 580 | $25.8 萬 | 0.1% | +5+0.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,926 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $17.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 12,814 | $14.4 萬 | 0.1% | +12+0.1% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（2 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。